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Johnson & Johnson (JNJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares65,497,363 from 59,086,417
Change+6,410,946 (+11%)
Value$17.3B (+$2.3B)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares21,579,635 from 21,683,347
Change-103,712 (0%)
Value$5.7B (+$206.1M)
Filed 2026-11-05
FMR LLC
DECREASED
Shares18,663,261 from 22,595,566
Change-3,932,305 (-17%)
Value$4.9B (-$797.7M)
Filed 2026-11-10
Dimensional Fund Advisors LP
DECREASED
Shares14,996,077 from 15,385,556
Change-389,479 (-3%)
Value$4.0B (+$62.4M)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares14,837,126 from 13,307,056
Change+1,530,070 (+12%)
Value$3.9B (+$548.4M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares13,968,174 from 15,661,323
Change-1,693,149 (-11%)
Value$3.7B (-$279.6M)
Filed 2026-11-06
Nuveen, LLC
INCREASED
Shares13,525,275 from 12,978,519
Change+546,756 (+4%)
Value$3.6B (+$284.5M)
Filed 2026-11-10
Amundi
DECREASED
Shares12,048,226 from 13,117,657
Change-1,069,431 (-8%)
Value$3.2B (-$141.8M)
Filed 2026-11-06
Mirabaud Asset Management Ltd
INCREASED
Shares11,287,000 from 13,825
Change+11,273,175 (+81542%)
Value$3.0M (-$553.8K)
Filed 2026-11-09
HighTower Advisors, LLC
DECREASED
Shares9,849,187 from 9,892,767
Change-43,580 (0%)
Value$2.6B (+$95.0M)
Filed 2026-11-10
Ninety One UK Ltd
DECREASED
Shares6,491,294 from 6,776,620
Change-285,326 (-4%)
Value$1.7B (-$2.6M)
Filed 2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares6,438,670 from 6,075,370
Change+363,300 (+6%)
Value$1.7B (+$161.5M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares5,671,724 from 5,664,275
Change+7,449 (+0%)
Value$1.5B (+$63.0M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares5,475,151 from 5,660,854
Change-185,703 (-3%)
Value$1.4B (+$11.8M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares5,230,348 from 5,055,143
Change+175,205 (+3%)
Value$1.4B (+$100.8M)
Filed 2026-11-06
Nordea Investment Management AB
INCREASED
Shares5,151,752 from 5,024,318
Change+127,434 (+3%)
Value$1.4B (+$101.8M)
Filed 2026-11-09
Barclays PLC
INCREASED
Shares4,762,711 from 4,651,595
Change+111,116 (+2%)
Value$1.3B (+$79.5M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
DECREASED
Shares4,250,139 from 4,411,321
Change-161,182 (-4%)
Value$1.1M (+$62.6K)
Filed 2026-10-27
Bank of Montreal
DECREASED
Shares3,939,020 from 4,646,972
Change-707,952 (-15%)
Value$1.0B (-$137.4M)
Filed 2026-11-09
MacKenzie Financial Corp
DECREASED
Shares3,923,049 from 4,068,333
Change-145,284 (-4%)
Value$1.0B (+$5.4M)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares3,406,487 from 3,925,186
Change-518,699 (-13%)
Value$901.8M (-$95.0M)
Filed 2026-11-04
Swedbank AB
DECREASED
Shares3,182,317 from 3,624,513
Change-442,196 (-12%)
Value$842.5M (-$78.0M)
Filed 2026-10-27
Principal Financial Group Inc
DECREASED
Shares3,171,954 from 3,383,935
Change-211,981 (-6%)
Value$839.7M (-$19.7M)
Filed 2026-11-02
Assenagon Asset Management S.A.
INCREASED
Shares2,990,726 from 1,939,364
Change+1,051,362 (+54%)
Value$791.8M (+$299.2M)
Filed 2026-10-15
Voya Investment Management LLC
DECREASED
Shares2,959,681 from 3,255,567
Change-295,886 (-9%)
Value$783.2M (-$43.3M)
Filed 2026-11-10
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares2,906,056 from 2,722,956
Change+183,100 (+7%)
Value$771.0M (+$76.5M)
Filed 2026-10-29
Aberdeen Group plc
INCREASED
Shares2,654,448 from 2,447,058
Change+207,390 (+8%)
Value$702.7M (+$81.3M)
Filed 2026-11-06
Victory Capital Management Inc
DECREASED
Shares2,580,562 from 2,620,929
Change-40,367 (-2%)
Value$683.2M (+$17.5M)
Filed 2026-11-10
Russell Investments Group, Ltd.
DECREASED
Shares2,505,319 from 2,675,500
Change-170,181 (-6%)
Value$664.1M (-$17.6M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares2,478,698 from 2,500,270
Change-21,572 (-1%)
Value$656.2M (+$21.2M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares2,237,141 from 2,173,861
Change+63,280 (+3%)
Value$592.3M (+$40.2M)
Filed 2026-10-30
AGF Management LTD
INCREASED
Shares2,212,179 from 1,545,100
Change+667,079 (+43%)
Value$585.7M (+$193.2M)
Filed 2026-11-03
Danske Bank A/S
INCREASED
Shares2,210,087 from 2,075,218
Change+134,869 (+7%)
Value$585.1M (+$58.1M)
Filed 2026-11-09
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED
Shares2,183,480 from 2,206,076
Change-22,596 (-1%)
Value$568.3M (+$16.8M)
Filed 2026-11-10
ACR Alpine Capital Research, LLC
DECREASED
Shares2,131,745 from 2,146,488
Change-14,743 (-1%)
Value$564.4M (+$19.2M)
Filed 2026-11-02
Handelsbanken Fonder AB
INCREASED
Shares2,093,604 from 1,959,262
Change+134,342 (+7%)
Value$554.3M (+$553.8M)
Filed 2026-11-09
Eurizon Capital SGR S.p.A.
INCREASED
Shares2,022,406 from 1,860,763
Change+161,643 (+9%)
Value$537.0M (+$62.4M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,984,044 from 1,833,813
Change+150,231 (+8%)
Value$464.5M (+$35.3M)
Filed 2026-10-13
Bahl & Gaynor LLC
DECREASED
Shares1,937,807 from 1,970,876
Change-33,069 (-2%)
Value$513.0M (+$12.5M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares1,927,920 from 1,943,962
Change-16,042 (-1%)
Value$510.4M (+$16.7M)
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares1,864,710 from 1,853,258
Change+11,452 (+1%)
Value$493.7M (+$23.0M)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares1,813,780 from 1,881,966
Change-68,186 (-4%)
Value$480.2M (+$2.2M)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
DECREASED
Shares1,812,545 from 1,966,109
Change-153,564 (-8%)
Value$479.9M (-$19.5M)
Filed 2026-10-20
Fiera Capital Corp
DECREASED
Shares1,727,718 from 1,894,762
Change-167,044 (-9%)
Value$457.4M (-$23.8M)
Filed 2026-11-06
Pinnacle Associates LTD
DECREASED
Shares1,653,904 from 1,656,912
Change-3,008 (0%)
Value$437.9M (+$17.0M)
Filed 2026-10-20
PineStone Asset Management Inc.
DECREASED
Shares1,636,744 from 1,733,844
Change-97,100 (-6%)
Value$433.3M (-$7.0M)
Filed 2026-10-16
M&T Bank Corp
INCREASED
Shares1,617,821 from 1,544,780
Change+73,041 (+5%)
Value$428.3M (+$36.0M)
Filed 2026-11-10
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares1,584,978 from 1,589,422
Change-4,444 (0%)
Value$419.6M (+$15.9M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares1,538,528 from 1,322,168
Change+216,360 (+16%)
Value$407.3M (+$71.5M)
Filed 2026-10-22
Squarepoint Ops LLC
INCREASED
Shares1,524,770 from 1,247,079
Change+277,691 (+22%)
Value$403.7M (+$86.9M)
Filed 2026-11-09
Vontobel Holding Ltd.
INCREASED
Shares1,442,737 from 1,300,930
Change+141,807 (+11%)
Value$382.0M (+$51.6M)
Filed 2026-10-16
Creative Planning
INCREASED
Shares1,435,548 from 1,384,963
Change+50,585 (+4%)
Value$380.0M (+$28.3M)
Filed 2026-11-02
Keybank National Association
INCREASED
Shares1,392,329 from 1,355,842
Change+36,487 (+3%)
Value$368.6M (+$24.3M)
Filed 2026-11-04
SEB Asset Management AB
INCREASED
Shares1,318,482 from 1,303,456
Change+15,026 (+1%)
Value$349.1M (+$18.0M)
Filed 2026-11-04
Scotia Capital Inc.
INCREASED
Shares1,296,752 from 1,197,406
Change+99,346 (+8%)
Value$343.3M (+$39.2M)
Filed 2026-11-10
Thrivent Financial for Lutherans
DECREASED
Shares1,287,301 from 1,458,722
Change-171,421 (-12%)
Value$327.0M (-$43.5M)
Filed 2026-11-05
Yacktman Asset Management LP
INCREASED
Shares1,261,078 from 1,259,977
Change+1,101 (+0%)
Value$333.9M (+$13.9M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares1,250,715 from 1,249,228
Change+1,487 (+0%)
Value$331.1M (+$13.8M)
Filed 2026-10-27
TD Waterhouse Canada Inc.
INCREASED
Shares1,232,683 from 1,005,440
Change+227,243 (+23%)
Value$319.2M (+$63.7M)
Filed 2026-10-16
Storebrand Asset Management AS
INCREASED
Shares1,211,723 from 342,270
Change+869,453 (+254%)
Value$320.8M (+$233.9M)
Filed 2026-11-10
Commonwealth Equity Services, LLC
DECREASED
Shares1,159,486 from 1,249,344
Change-89,858 (-7%)
Value$307.0M (-$10.3M)
Filed 2026-11-02
Acadian Asset Management LLC
DECREASED
Shares1,154,808 from 1,361,700
Change-206,892 (-15%)
Value$305.7M (-$40.1M)
Filed 2026-11-09
ProShare Advisors LLC
DECREASED
Shares1,131,562 from 1,198,505
Change-66,943 (-6%)
Value$299.6M (-$4.8M)
Filed 2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,105,140 from 1,256,669
Change-151,529 (-12%)
Value$292.6M (-$26.6M)
Filed 2026-10-15
Retirement Systems of Alabama
DECREASED
Shares1,091,479 from 1,091,806
Change-327 (0%)
Value$289.0M (+$11.7M)
Filed 2026-11-04
Cincinnati Insurance Co
UNCHANGED
Shares1,066,000 from 1,066,000
Change0 (0%)
Value$282.2M (+$11.5M)
Filed 2026-11-03
Cullen Capital Management, LLC
DECREASED
Shares1,032,593 from 1,099,077
Change-66,484 (-6%)
Value$273.4M (-$5.8M)
Filed 2026-11-10
Swiss Life Asset Management Ltd
DECREASED
Shares1,019,809 from 1,192,228
Change-172,419 (-14%)
Value$270.0M (-$32.8M)
Filed 2026-11-03
Guinness Asset Management LTD
DECREASED
Shares1,000,544 from 1,036,908
Change-36,364 (-4%)
Value$264.9M (+$2.9M)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares961,030 from 994,831
Change-33,801 (-3%)
Value$254.4M (+$1.8M)
Filed 2026-11-05
Blair William & Co
INCREASED
Shares957,624 from 956,262
Change+1,362 (+0%)
Value$253.5M (+$10.7M)
Filed 2026-11-10
Bessemer Group Inc
INCREASED
Shares941,607 from 539,958
Change+401,649 (+74%)
Value$249.3M (+$112.1M)
Filed 2026-11-09
Nykredit A/S
DECREASED
Shares917,950 from 928,551
Change-10,601 (-1%)
Value$243.0M (+$7.2M)
Filed 2026-11-06
Alecta Tjanstepension Omsesidigt
INCREASED
Shares913,100 from 853,100
Change+60,000 (+7%)
Value$241.9M (+$25.2M)
Filed 2026-11-02
Comgest Global Investors S.A.S.
DECREASED
Shares904,805 from 1,289,528
Change-384,723 (-30%)
Value$239.5M (-$88.0M)
Filed 2026-11-09
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares876,248 from 852,974
Change+23,274 (+3%)
Value$232.0M (+$15.3M)
Filed 2026-11-09
Davenport & Co LLC
DECREASED
Shares850,972 from 862,394
Change-11,422 (-1%)
Value$225.8M (+$6.0M)
Filed 2026-10-14
King Luther Capital Management Corp
DECREASED
Shares839,340 from 848,614
Change-9,274 (-1%)
Value$222.2M (+$6.7M)
Filed 2026-11-05
Regions Financial Corp
DECREASED
Shares820,571 from 827,864
Change-7,293 (-1%)
Value$217.2M (+$7.0M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares804,970 from 718,900
Change+86,070 (+12%)
Value$213.1M (+$30.5M)
Filed 2026-11-03
Virginia Retirement Systems ET Al
DECREASED
Shares797,063 from 818,463
Change-21,400 (-3%)
Value$211.0M (+$3.1M)
Filed 2026-10-28
State of New Jersey Common Pension Fund D
DECREASED
Shares777,425 from 778,805
Change-1,380 (0%)
Value$205.8M (+$8.0M)
Filed 2026-11-05
Canoe Financial LP
DECREASED
Shares714,643 from 716,237
Change-1,594 (0%)
Value$184.8M (+$2.9M)
Filed 2026-10-21
Focused Investors LLC
DECREASED
Shares713,800 from 847,800
Change-134,000 (-16%)
Value$189.0M (-$26.3M)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares712,721 from 674,067
Change+38,654 (+6%)
Value$184.4M (+$13.2M)
Filed 2026-11-04
Mn Services Vermogensbeheer B.V.
INCREASED
Shares710,393 from 701,793
Change+8,600 (+1%)
Value$188.1M (+$9.8M)
Filed 2026-10-08
Hamlin Capital Management, LLC
DECREASED
Shares709,904 from 714,820
Change-4,916 (-1%)
Value$187.9M (+$6.4M)
Filed 2026-10-08
Strs Ohio
DECREASED
Shares692,748 from 742,400
Change-49,652 (-7%)
Value$183.4M (-$5.1M)
Filed 2026-10-30
Czech National Bank
INCREASED
Shares692,422 from 685,186
Change+7,236 (+1%)
Value$183.3M (+$9.3M)
Filed 2026-10-13
UniSuper Management Pty Ltd
INCREASED
Shares690,393 from 655,534
Change+34,859 (+5%)
Value$182.8M (+$16.3M)
Filed 2026-10-26
CIBC World Market Inc.
DECREASED
Shares685,308 from 703,892
Change-18,584 (-3%)
Value$181.4M (+$2.7M)
Filed 2026-11-10
FIL Ltd
INCREASED
Shares680,147 from 431,712
Change+248,435 (+58%)
Value$180.1M (+$70.4M)
Filed 2026-11-10
Arizona State Retirement System
INCREASED
Shares679,408 from 668,344
Change+11,064 (+2%)
Value$179.9M (+$10.1M)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
INCREASED
Shares666,675 from 472,770
Change+193,905 (+41%)
Value$176.5M (+$56.4M)
Filed 2026-10-05
Calamos Advisors LLC
INCREASED
Shares656,755 from 647,222
Change+9,533 (+1%)
Value$173.9M (+$9.5M)
Filed 2026-11-02
Welch & Forbes LLC
DECREASED
Shares656,398 from 657,989
Change-1,591 (0%)
Value$173.8M (+$6.7M)
Filed 2026-11-04
Douglas Lane & Associates, LLC
DECREASED
Shares643,935 from 663,667
Change-19,732 (-3%)
Value$170.5M (+$1.9M)
Filed 2026-10-09
First Financial Bankshares Inc
INCREASED
Shares641,717 from 638,883
Change+2,834 (+0%)
Value$169.9M (+$7.6M)
Filed 2026-11-10
State of Michigan Retirement System
DECREASED
Shares631,567 from 642,467
Change-10,900 (-2%)
Value$167.2M (+$4.0M)
Filed 2026-10-27
Markel Group Inc.
UNCHANGED
Shares610,800 from 610,800
Change0 (0%)
Value$161.7M (+$6.6M)
Filed 2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares607,323 from 600,208
Change+7,115 (+1%)
Value$160.8M (+$8.3M)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares601,345 from 616,117
Change-14,772 (-2%)
Value$159.2M (+$2.7M)
Filed 2026-10-28
Nisa Investment Advisors, LLC
DECREASED
Shares581,655 from 599,566
Change-17,911 (-3%)
Value$154.0M (+$1.7M)
Filed 2026-10-20
IFM Investors Pty Ltd
INCREASED
Shares579,754 from 559,954
Change+19,800 (+4%)
Value$153.5M (+$11.3M)
Filed 2026-10-14
Huntington National Bank
INCREASED
Shares573,577 from 558,661
Change+14,916 (+3%)
Value$151.8M (+$10.0M)
Filed 2026-11-10
Oppenheimer Asset Management Inc.
DECREASED
Shares545,532 from 584,951
Change-39,419 (-7%)
Value$144.4M (-$4.1M)
Filed 2026-10-27
Boston Trust Walden Corp
DECREASED
Shares538,379 from 580,833
Change-42,454 (-7%)
Value$142.5M (-$5.0M)
Filed 2026-10-30
Daiwa Securities Group Inc.
INCREASED
Shares538,071 from 531,504
Change+6,567 (+1%)
Value$142.4M (+$7.5M)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares532,429 from 531,689
Change+740 (+0%)
Value$141.0M (+$5.9M)
Filed 2026-11-03
Candriam S.C.A.
INCREASED
Shares516,642 from 510,174
Change+6,468 (+1%)
Value$137.3M (+$7.8M)
Filed 2026-11-03
Achmea Investment Management B.V.
NEW
Shares515,344
Change+515,344
Value$136.5M
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares495,357 from 486,640
Change+8,717 (+2%)
Value$131.1M (+$7.5M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares483,665 from 456,860
Change+26,805 (+6%)
Value$128.0M (+$12.0M)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares474,387 from 466,851
Change+7,536 (+2%)
Value$125.6M (+$7.0M)
Filed 2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares468,630 from 461,491
Change+7,139 (+2%)
Value$124.1M (+$6.9M)
Filed 2026-10-19
Everett Harris & Co
DECREASED
Shares466,481 from 469,392
Change-2,911 (-1%)
Value$123.5M (+$4.3M)
Filed 2026-10-28
Neos Investment Management LLC
INCREASED
Shares452,655 from 392,087
Change+60,568 (+15%)
Value$119.8M (+$20.3M)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares432,376 from 393,806
Change+38,570 (+10%)
Value$115.7M (+$13.9M)
Filed 2026-10-30
Gateway Investment Advisers LLC
INCREASED
Shares431,126 from 408,642
Change+22,484 (+6%)
Value$114.1M (+$10.4M)
Filed 2026-10-13
Nichols & Pratt Advisers LLP
DECREASED
Shares430,374 from 460,889
Change-30,515 (-7%)
Value$111.3M (-$5.7M)
Filed 2026-10-13
Compagnie Lombard Odier SCmA
INCREASED
Shares427,816 from 375,199
Change+52,617 (+14%)
Value$113.3M (+$18.0M)
Filed 2026-11-04
Public Sector Pension Investment Board
INCREASED
Shares426,060 from 415,564
Change+10,496 (+3%)
Value$105.6M (+$102.9K)
Filed 2026-11-10
Aegon Asset Management UK PLC
DECREASED
Shares424,360 from 443,703
Change-19,343 (-4%)
Value$112.3M (-$342.2K)
Filed 2026-11-04
Amalgamated Bank
DECREASED
Shares420,438 from 431,231
Change-10,793 (-2%)
Value$111.3M (+$1.8M)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares416,392 from 362,958
Change+53,434 (+15%)
Value$105.8M (+$13.6M)
Filed 2026-11-06
J. Safra Sarasin Holding AG
DECREASED
Shares414,478 from 456,968
Change-42,490 (-9%)
Value$103.5M (-$9.6M)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares412,156 from 392,685
Change+19,471 (+5%)
Value$109.1M (+$9.4M)
Filed 2026-11-04
Fort Washington Investment Advisors Inc
DECREASED
Shares404,591 from 944,509
Change-539,918 (-57%)
Value$107.1M (-$132.8M)
Filed 2026-10-15
Capital Investment Advisors, LLC
DECREASED
Shares398,735 from 414,618
Change-15,883 (-4%)
Value$105.6M (+$260.5K)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares378,101 from 265,777
Change+112,324 (+42%)
Value$100.1M (+$32.5M)
Filed 2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED
Shares369,046 from 373,829
Change-4,783 (-1%)
Value$97.7M (+$2.8M)
Filed 2026-11-05
Florida Trust Wealth Management Co
DECREASED
Shares367,150 from 376,999
Change-9,849 (-3%)
Value$97.2M (+$1.5M)
Filed 2026-11-05
OP Asset Management Ltd
INCREASED
Shares362,808 from 268,770
Change+94,038 (+35%)
Value$96.0M (+$27.8M)
Filed 2026-11-05
iA Global Asset Management Inc.
INCREASED
Shares355,146 from 346,960
Change+8,186 (+2%)
Value$94.0M (+$5.9M)
Filed 2026-10-29
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares354,868 from 361,537
Change-6,669 (-2%)
Value$93.9M (+$2.1M)
Filed 2026-11-09
UMB Bank, n.a.
DECREASED
Shares354,124 from 365,410
Change-11,286 (-3%)
Value$93.8M (+$947.6K)
Filed 2026-11-06
Roffman Miller Associates Inc
INCREASED
Shares353,990 from 264,026
Change+89,964 (+34%)
Value$69.6M (+$2.6M)
Filed 2026-10-19
Welch Group, LLC
DECREASED
Shares353,576 from 356,484
Change-2,908 (-1%)
Value$93.6M (+$3.1M)
Filed 2026-10-29
Wealthfront Advisers LLC
INCREASED
Shares349,873 from 337,182
Change+12,691 (+4%)
Value$92.6M (+$7.0M)
Filed 2026-11-09
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares340,171 from 488,378
Change-148,207 (-30%)
Value$89.9M (-$34.0M)
Filed 2026-10-22
ING Groep NV
INCREASED
Shares338,709 from 172,474
Change+166,235 (+96%)
Value$89.7M (+$45.9M)
Filed 2026-11-10
Flossbach VON Storch SE
DECREASED
Shares338,111 from 569,949
Change-231,838 (-41%)
Value$89.5M (-$55.2M)
Filed 2026-10-28
New York Life Investment Management LLC
DECREASED
Shares335,176 from 335,320
Change-144 (0%)
Value$88.7M (+$3.6M)
Filed 2026-11-04
ABN Amro Investment Solutions
INCREASED
Shares326,751 from 270,314
Change+56,437 (+21%)
Value$86.5M (+$17.9M)
Filed 2026-10-21
Kornitzer Capital Management Inc
DECREASED
Shares322,735 from 325,018
Change-2,283 (-1%)
Value$85.4M (+$2.9M)
Filed 2026-11-03
Armstrong Henry H Associates Inc
DECREASED
Shares322,616 from 322,853
Change-237 (0%)
Value$85.4M (+$3.4M)
Filed 2026-10-07
Miller Howard Investments Inc
DECREASED
Shares317,257 from 403,524
Change-86,267 (-21%)
Value$84.0M (-$18.5M)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
DECREASED
Shares316,845 from 348,943
Change-32,098 (-9%)
Value$83.9M (-$4.7M)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares312,913 from 300,713
Change+12,200 (+4%)
Value$82.8M (+$6.5M)
Filed 2026-10-23
Natixis
DECREASED
Shares303,731 from 707,790
Change-404,059 (-57%)
Value$80.4M (-$99.3M)
Filed 2026-11-06
Vaughan David Investments LLC
DECREASED
Shares302,431 from 309,207
Change-6,776 (-2%)
Value$80.1M (+$1.5M)
Filed 2026-11-05
Illinois Municipal Retirement Fund
DECREASED
Shares300,215 from 303,705
Change-3,490 (-1%)
Value$79.5M (+$2.3M)
Filed 2026-11-05
Eastern Bank
INCREASED
Shares299,306 from 145,368
Change+153,938 (+106%)
Value$79.2M (+$42.3M)
Filed 2026-10-05
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares298,528 from 310,590
Change-12,062 (-4%)
Value$79.0M (+$151.8K)
Filed 2026-10-30
Avanza Fonder AB
INCREASED
Shares297,973 from 264,815
Change+33,158 (+13%)
Value$78.9M (+$11.6M)
Filed 2026-10-13
Oregon Public Employees Retirement Fund
INCREASED
Shares296,328 from 295,986
Change+342 (+0%)
Value$78.4M (+$3.3M)
Filed 2026-10-30
ASR Vermogensbeheer N.V.
INCREASED
Shares294,441 from 288,233
Change+6,208 (+2%)
Value$78.0M (+$4.8M)
Filed 2026-10-16
Factory Mutual Insurance Co
INCREASED
Shares292,455 from 281,410
Change+11,045 (+4%)
Value$77.4M (+$6.0M)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares291,166 from 298,749
Change-7,583 (-3%)
Value$77.1M (+$1.2M)
Filed 2026-10-15
Cullen T Bankers, Inc.
DECREASED
Shares289,954 from 308,337
Change-18,383 (-6%)
Value$76.8M (-$1.5M)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares282,563 from 266,410
Change+16,153 (+6%)
Value$74.8M (+$7.1M)
Filed 2026-11-04
BSN Capital Partners Ltd
NEW
Shares282,000
Change+282,000
Value$75.9M
Filed 2026-10-23
Old Republic International Corp
DECREASED
Shares278,690 from 307,000
Change-28,310 (-9%)
Value$73.8M (+$73.7M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares275,901 from 211,863
Change+64,038 (+30%)
Value$73.0M (+$19.2M)
Filed 2026-10-29
Staley Capital Advisers Inc
DECREASED
Shares275,639 from 276,289
Change-650 (0%)
Value$73.0M (+$2.8M)
Filed 2026-11-06
Mutual of America Capital Management LLC
DECREASED
Shares271,082 from 274,074
Change-2,992 (-1%)
Value$71.8M (+$2.2M)
Filed 2026-10-23
Mawer Investment Management Ltd.
DECREASED
Shares270,951 from 322,477
Change-51,526 (-16%)
Value$71.7M (-$10.2M)
Filed 2026-11-06
Ninety One North America, Inc.
DECREASED
Shares270,748 from 285,856
Change-15,108 (-5%)
Value$71.7M (-$921.0K)
Filed 2026-10-15
Crestwood Advisors Group, LLC
DECREASED
Shares267,958 from 268,723
Change-765 (0%)
Value$70.9M (+$2.7M)
Filed 2026-10-27
RWC Asset Management LLP
INCREASED
Shares267,730 from 262,139
Change+5,591 (+2%)
Value$70.9M (+$4.3M)
Filed 2026-10-22
Yousif Capital Management, LLC
DECREASED
Shares266,405 from 269,311
Change-2,906 (-1%)
Value$70.5M (+$2.1M)
Filed 2026-10-22
Saratoga Research & Investment Management
DECREASED
Shares265,132 from 278,459
Change-13,327 (-5%)
Value$70.2M (-$529.2K)
Filed 2026-10-16
Willis Investment Counsel
DECREASED
Shares260,759 from 309,486
Change-48,727 (-16%)
Value$69.0M (-$9.6M)
Filed 2026-10-20
Cacti Asset Management LLC
UNCHANGED
Shares258,168 from 258,168
Change0 (0%)
Value$69.1M (+$3.5M)
Filed 2026-10-01
Americana Partners, LLC
INCREASED
Shares252,933 from 219,916
Change+33,017 (+15%)
Value$67.0M (+$11.1M)
Filed 2026-10-28
Berkshire Asset Management LLC
INCREASED
Shares250,026 from 249,620
Change+406 (+0%)
Value$66.2M (+$2.8M)
Filed 2026-11-10
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares249,622 from 252,775
Change-3,153 (-1%)
Value$66.1M (+$1.9M)
Filed 2026-10-23
Busey Bank
DECREASED
Shares248,469 from 277,214
Change-28,745 (-10%)
Value$65.8M (-$4.6M)
Filed 2026-10-26
TrinityBridge Ltd
INCREASED
Shares245,209 from 157,527
Change+87,682 (+56%)
Value$65.0M (+$24.9M)
Filed 2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED
Shares238,267 from 245,396
Change-7,129 (-3%)
Value$60.9M (-$1.4M)
Filed 2026-10-22
Deprince Race & Zollo Inc
INCREASED
Shares237,455 from 231,692
Change+5,763 (+2%)
Value$62.9M (+$4.0M)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares237,163 from 234,177
Change+2,986 (+1%)
Value$62.8M (+$3.3M)
Filed 2026-11-06
Heritage Wealth Advisors
DECREASED
Shares236,527 from 244,804
Change-8,277 (-3%)
Value$62.6M (+$445.3K)
Filed 2026-11-09
Vest Financial, LLC
DECREASED
Shares235,822 from 259,276
Change-23,454 (-9%)
Value$62.4M (-$3.4M)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares234,392 from 209,661
Change+24,731 (+12%)
Value$62.1M (+$8.8M)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares233,290 from 234,831
Change-1,541 (-1%)
Value$61.8M (+$2.1M)
Filed 2026-10-15
ZWJ Investment Counsel Inc
INCREASED
Shares231,462 from 224,792
Change+6,670 (+3%)
Value$61.3M (+$4.2M)
Filed 2026-10-15
Avity Investment Management Inc.
DECREASED
Shares231,063 from 234,226
Change-3,163 (-1%)
Value$61.2M (+$1.7M)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
DECREASED
Shares230,042 from 232,761
Change-2,719 (-1%)
Value$60.9M (+$1.8M)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares228,792 from 174,910
Change+53,882 (+31%)
Value$62.5M (+$18.1M)
Filed 2026-11-04
Auto-Owners Insurance Co
DECREASED
Shares227,662 from 304,940
Change-77,278 (-25%)
Value$60.3M (-$17.2M)
Filed 2026-10-15
Compass Capital Management, Inc
DECREASED
Shares226,645 from 236,718
Change-10,073 (-4%)
Value$60.0M (-$117.5K)
Filed 2026-11-06
Intech Investment Management LLC
DECREASED
Shares220,159 from 292,522
Change-72,363 (-25%)
Value$58.3M (-$16.0M)
Filed 2026-11-09
Klingenstein Fields & Co LP
DECREASED
Shares216,905 from 218,394
Change-1,489 (-1%)
Value$57.4M (+$2.0M)
Filed 2026-11-10
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares216,006 from 222,206
Change-6,200 (-3%)
Value$57.2M (+$754.0K)
Filed 2026-10-21
Trust Co of Vermont
INCREASED
Shares214,433 from 212,013
Change+2,420 (+1%)
Value$56.8M (+$2.9M)
Filed 2026-10-21
Modera Wealth Management, LLC
INCREASED
Shares212,329 from 204,425
Change+7,904 (+4%)
Value$56.2M (+$4.3M)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares210,788 from 210,648
Change+140 (+0%)
Value$55.8M (+$2.3M)
Filed 2026-10-23
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares210,735 from 210,735
Change0 (0%)
Value$55.8M (+$2.3M)
Filed 2026-11-09
LBP AM SA
DECREASED
Shares210,142 from 313,735
Change-103,593 (-33%)
Value$55.6M (-$24.0M)
Filed 2026-11-06
Chesley Taft & Associates LLC
DECREASED
Shares208,339 from 209,735
Change-1,396 (-1%)
Value$55.2M (+$1.9M)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED
Shares206,458 from 207,571
Change-1,113 (-1%)
Value$54.7M (+$1.9M)
Filed 2026-11-05
Levin Capital Strategies, L.P.
INCREASED
Shares206,133 from 206,094
Change+39 (+0%)
Value$54.6M (+$2.2M)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares205,440 from 183,113
Change+22,327 (+12%)
Value$54.4M (+$7.9M)
Filed 2026-10-26
AIA Group Ltd
DECREASED
Shares204,919 from 313,964
Change-109,045 (-35%)
Value$54.3M (-$25.5M)
Filed 2026-10-30
Border to Coast Pensions Partnership Ltd
INCREASED
Shares201,429 from 182,850
Change+18,579 (+10%)
Value$53.2M (+$6.8M)
Filed 2026-10-09
Cincinnati Financial Corp
UNCHANGED
Shares201,000 from 201,000
Change0 (0%)
Value$53.2M (+$2.2M)
Filed 2026-11-03
Corda Investment Management, Llc.
DECREASED
Shares200,509 from 203,698
Change-3,189 (-2%)
Value$53.1M (+$1.3M)
Filed 2026-10-22
Mizuho Securities USA LLC
INCREASED
Shares196,742 from 188,458
Change+8,284 (+4%)
Value$52.3M (+$4.4M)
Filed 2026-11-09
Argent Trust Co
INCREASED
Shares193,315 from 191,349
Change+1,966 (+1%)
Value$51.2M (+$2.6M)
Filed 2026-11-09
Harvey Investment Co LLC
DECREASED
Shares191,934 from 193,019
Change-1,085 (-1%)
Value$50.8M (+$1.8M)
Filed 2026-10-20
Canada Post Corp Registered Pension Plan
DECREASED
Shares191,057 from 198,752
Change-7,695 (-4%)
Value$51.1M (+$644.1K)
Filed 2026-11-09
Tweedy, Browne Co LLC
DECREASED
Shares190,945 from 201,644
Change-10,699 (-5%)
Value$50.6M (-$660.7K)
Filed 2026-11-04
Teachers Retirement System of the State of Kentucky
UNCHANGED
Shares189,024 from 189,024
Change0 (0%)
Value$50.0M (+$2.0M)
Filed 2026-11-10
KCM Investment Advisors LLC
DECREASED
Shares186,807 from 187,862
Change-1,055 (-1%)
Value$49.5M (+$1.7M)
Filed 2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED
Shares186,053 from 186,053
Change0 (0%)
Value$49.3M (+$2.0M)
Filed 2026-10-20
Mcdaniel Terry & Co
DECREASED
Shares185,914 from 186,267
Change-353 (0%)
Value$49.2M (+$1.9M)
Filed 2026-11-05
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares184,511 from 160,619
Change+23,892 (+15%)
Value$48.8M (+$8.1M)
Filed 2026-10-30
Exchange Traded Concepts, LLC
DECREASED
Shares182,022 from 196,257
Change-14,235 (-7%)
Value$48.2M (-$1.7M)
Filed 2026-10-28
AustralianSuper Pty Ltd
INCREASED
Shares181,356 from 152,900
Change+28,456 (+19%)
Value$48.0M (+$9.2M)
Filed 2026-11-10
BAR Harbor Wealth Management
DECREASED
Shares180,017 from 181,735
Change-1,718 (-1%)
Value$47.7M (+$1.5M)
Filed 2026-10-21
Alps Advisors Inc
DECREASED
Shares177,499 from 211,287
Change-33,788 (-16%)
Value$47.0M (-$6.7M)
Filed 2026-11-03
Salem Investment Counselors Inc
INCREASED
Shares177,339 from 176,284
Change+1,055 (+1%)
Value$46.9M (+$2.2M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares176,616 from 156,545
Change+20,071 (+13%)
Value$46.8M (+$7.0M)
Filed 2026-10-21
Cullinan Associates Inc
DECREASED
Shares176,603 from 177,028
Change-425 (0%)
Value$46.8M (+$1.8M)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares175,974 from 184,287
Change-8,313 (-5%)
Value$46.6M (-$215.8K)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares173,177 from 162,603
Change+10,574 (+7%)
Value$44.4M (+$2.3M)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares171,511 from 161,278
Change+10,233 (+6%)
Value$45.4M (+$4.4M)
Filed 2026-10-23
Northeast Investment Management
INCREASED
Shares171,054 from 170,118
Change+936 (+1%)
Value$45.3M (+$2.1M)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares170,950 from 178,349
Change-7,399 (-4%)
Value$45.3M (-$38.0K)
Filed 2026-10-05
Heritage Trust Co
DECREASED
Shares170,220 from 170,585
Change-365 (0%)
Value$45.1M (+$1.7M)
Filed 2026-11-09
Maple Capital Management, Inc.
DECREASED
Shares166,950 from 170,795
Change-3,845 (-2%)
Value$44.2M (+$821.4K)
Filed 2026-11-02
Neville Rodie & Shaw Inc
DECREASED
Shares166,623 from 168,188
Change-1,565 (-1%)
Value$44.1M (+$44.1M)
Filed 2026-10-05
Midwest Trust Co
INCREASED
Shares165,001 from 160,444
Change+4,557 (+3%)
Value$43.7M (+$2.9M)
Filed 2026-10-22
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares164,543 from 85,510
Change+79,033 (+92%)
Value$43.6M (+$21.9M)
Filed 2026-10-20
Culbertson A N & Co Inc
DECREASED
Shares164,480 from 165,525
Change-1,045 (-1%)
Value$43.5M (+$1.5M)
Filed 2026-10-21
Banque Pictet & CIE SA
DECREASED
Shares161,958 from 173,057
Change-11,099 (-6%)
Value$42.9M (-$1.1M)
Filed 2026-10-16
Farmers & Merchants Investments Inc
INCREASED
Shares160,213 from 159,376
Change+837 (+1%)
Value$42.4M (+$1.9M)
Filed 2026-10-22
Seizert Capital Partners, LLC
DECREASED
Shares159,693 from 162,741
Change-3,048 (-2%)
Value$42.3M (+$945.8K)
Filed 2026-10-30
Cornerstone Advisors, LLC
DECREASED
Shares157,591 from 168,786
Change-11,195 (-7%)
Value$41.7M (-$1.1M)
Filed 2026-11-06
S&CO Inc
DECREASED
Shares156,688 from 157,098
Change-410 (0%)
Value$41.5M (+$1.6M)
Filed 2026-11-10
Heritage Investors Management Corp
DECREASED
Shares155,563 from 160,709
Change-5,146 (-3%)
Value$41.2M (+$369.0K)
Filed 2026-10-29
Braun Stacey Associates Inc
DECREASED
Shares155,406 from 156,008
Change-602 (0%)
Value$41.1M (+$1.5M)
Filed 2026-10-19
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares154,933 from 158,087
Change-3,154 (-2%)
Value$41.0M (+$867.7K)
Filed 2026-10-22
Conning Inc.
DECREASED
Shares154,509 from 156,278
Change-1,769 (-1%)
Value$40.9M (+$1.2M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares152,796 from 135,612
Change+17,184 (+13%)
Value$40.5M (+$6.0M)
Filed 2026-10-08
Coerente Capital Management
DECREASED
Shares152,245 from 156,463
Change-4,218 (-3%)
Value$40.3M (+$568.4K)
Filed 2026-10-29
Glenview Trust Co
INCREASED
Shares152,154 from 150,964
Change+1,190 (+1%)
Value$40.3M (+$1.9M)
Filed 2026-10-28
Cheviot Value Management, LLC
DECREASED
Shares150,851 from 154,695
Change-3,844 (-2%)
Value$39.9M (+$648.6K)
Filed 2026-11-09
Associated Banc-Corp
DECREASED
Shares148,455 from 151,471
Change-3,016 (-2%)
Value$39.3M (+$832.9K)
Filed 2026-10-30
Kanawha Capital Management LLC
DECREASED
Shares147,816 from 148,501
Change-685 (0%)
Value$39.1M (+$1.4M)
Filed 2026-10-19
Maryland State Retirement & Pension System
INCREASED
Shares147,725 from 129,702
Change+18,023 (+14%)
Value$39.1M (+$6.2M)
Filed 2026-11-05
Country Trust Bank
DECREASED
Shares147,545 from 151,018
Change-3,473 (-2%)
Value$39.1M (+$707.0K)
Filed 2026-10-30
Absher Wealth Management, LLC
DECREASED
Shares147,014 from 147,057
Change-43 (0%)
Value$38.9M (+$1.6M)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares146,904 from 147,802
Change-898 (-1%)
Value$38.9M (+$1.4M)
Filed 2026-10-13
Ardent Capital Management, Inc.
DECREASED
Shares145,220 from 146,697
Change-1,477 (-1%)
Value$38.4M (+$1.2M)
Filed 2026-10-16
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED
Shares143,457 from 159,777
Change-16,320 (-10%)
Value$38.0M (-$2.6M)
Filed 2026-11-06
Ninety One SA (PTY) Ltd
INCREASED
Shares142,803 from 142,414
Change+389 (+0%)
Value$38.1M (+$1.8M)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares142,622 from 140,570
Change+2,052 (+1%)
Value$37.8M (+$2.1M)
Filed 2026-10-28
Talbot Financial, LLC
DECREASED
Shares141,903 from 141,937
Change-34 (0%)
Value$37.6M (+$1.5M)
Filed 2026-10-19
First Horizon Corp
DECREASED
Shares141,149 from 141,165
Change-16 (0%)
Value$37.4M (+$1.5M)
Filed 2026-10-26
LVM Capital Management LTD
DECREASED
Shares140,225 from 141,759
Change-1,534 (-1%)
Value$37.1M (+$37.1M)
Filed 2026-10-20
Beese Fulmer Investment Management, Inc.
INCREASED
Shares138,664 from 136,876
Change+1,788 (+1%)
Value$36.7M (+$1.9M)
Filed 2026-10-23
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares138,264 from 134,657
Change+3,607 (+3%)
Value$36.6M (+$2.4M)
Filed 2026-10-14
CapWealth Advisors, LLC
DECREASED
Shares136,910 from 137,077
Change-167 (0%)
Value$36.2M (+$1.4M)
Filed 2026-10-05
MAR Vista Investment Partners LLC
DECREASED
Shares136,088 from 146,288
Change-10,200 (-7%)
Value$36.0M (-$1.1M)
Filed 2026-11-09
Bokf, NA
DECREASED
Shares135,380 from 142,681
Change-7,301 (-5%)
Value$35.8M (-$396.2K)
Filed 2026-10-27
Union Bancaire Privee, UBP SA
DECREASED
Shares134,782 from 140,660
Change-5,878 (-4%)
Value$48.3M (+$1.7M)
Filed 2026-11-04
America First Investment Advisors, LLC
DECREASED
Shares132,476 from 138,957
Change-6,481 (-5%)
Value$35.1M (-$219.2K)
Filed 2026-11-10
Ethic Inc.
INCREASED
Shares132,061 from 109,758
Change+22,303 (+20%)
Value$35.0M (+$7.1M)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares130,937 from 149,930
Change-18,993 (-13%)
Value$34.7M (-$3.4M)
Filed 2026-11-04
Hartford Investment Management Co
DECREASED
Shares129,036 from 133,096
Change-4,060 (-3%)
Value$34.2M (+$358.6K)
Filed 2026-11-04
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares128,512 from 142,361
Change-13,849 (-10%)
Value$34.0M (-$2.1M)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares126,490 from 122,187
Change+4,303 (+4%)
Value$33.5M (+$2.5M)
Filed 2026-10-28
Carnegie Investment Counsel
DECREASED
Shares126,462 from 132,112
Change-5,650 (-4%)
Value$33.5M (-$72.9K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares126,024 from 126,054
Change-30 (0%)
Value$33.4M (+$1.3M)
Filed 2026-11-06
Empire Life Investments Inc.
DECREASED
Shares125,732 from 144,822
Change-19,090 (-13%)
Value$33.3M (-$3.5M)
Filed 2026-11-06
First National Trust Co
DECREASED
Shares125,188 from 125,659
Change-471 (0%)
Value$33.1M (+$1.2M)
Filed 2026-10-28
LOS Angeles Capital Management LLC
DECREASED
Shares124,977 from 138,388
Change-13,411 (-10%)
Value$33.1M (-$2.1M)
Filed 2026-11-10
Cohen Klingenstein LLC
DECREASED
Shares124,109 from 127,994
Change-3,885 (-3%)
Value$32.9M (+$350.0K)
Filed 2026-10-15
Birch Hill Investment Advisors LLC
DECREASED
Shares123,912 from 126,625
Change-2,713 (-2%)
Value$32.8M (+$645.5K)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares123,213 from 127,237
Change-4,024 (-3%)
Value$32.6M (+$304.9K)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares122,412 from 112,391
Change+10,021 (+9%)
Value$32.4M (+$3.9M)
Filed 2026-10-22
LaFleur & Godfrey LLC
DECREASED
Shares122,035 from 126,245
Change-4,210 (-3%)
Value$32.3M (+$244.9K)
Filed 2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED
Shares121,668 from 120,363
Change+1,305 (+1%)
Value$32.2M (+$1.6M)
Filed 2026-10-29
Park National Corp
DECREASED
Shares121,291 from 127,408
Change-6,117 (-5%)
Value$32.1M (-$247.2K)
Filed 2026-10-05
Park Avenue Securities LLC
INCREASED
Shares120,909 from 119,431
Change+1,478 (+1%)
Value$32.0M (+$1.7M)
Filed 2026-10-26
Moors & Cabot, Inc.
DECREASED
Shares120,282 from 120,434
Change-152 (0%)
Value$31.8M (+$1.3M)
Filed 2026-11-06
New Mexico Educational Retirement Board
UNCHANGED
Shares119,885 from 119,885
Change0 (0%)
Value$31.7M (+$1.3M)
Filed 2026-11-05
Parthenon LLC
DECREASED
Shares119,820 from 120,079
Change-259 (0%)
Value$31.7M (+$1.2M)
Filed 2026-10-22
ARS Wealth Advisors Group, LLC
DECREASED
Shares119,581 from 121,106
Change-1,525 (-1%)
Value$31.7M (+$900.6K)
Filed 2026-10-16
Gradient Investments LLC
DECREASED
Shares119,405 from 152,831
Change-33,426 (-22%)
Value$31.6M (-$7.2M)
Filed 2026-10-08
Fisher Funds Management LTD
INCREASED
Shares119,389 from 110,089
Change+9,300 (+8%)
Value$31.6M (+$3.6M)
Filed 2026-10-13
Impax Asset Management Group plc
DECREASED
Shares118,756 from 134,357
Change-15,601 (-12%)
Value$31.4M (-$2.7M)
Filed 2026-11-10
Louisiana State Employees Retirement System
DECREASED
Shares118,500 from 123,000
Change-4,500 (-4%)
Value$31.4M (+$133.4K)
Filed 2026-10-20
Forbes J M & Co LLP
INCREASED
Shares118,080 from 117,524
Change+556 (+0%)
Value$31.3M (+$1.4M)
Filed 2026-10-16
Anchor Capital Advisors LLC
DECREASED
Shares117,908 from 119,759
Change-1,851 (-2%)
Value$31.2M (+$799.9K)
Filed 2026-11-05
Hendershot Investments Inc.
DECREASED
Shares117,588 from 154,849
Change-37,261 (-24%)
Value$31.1M (-$8.2M)
Filed 2026-11-05
L. Roy Papp & Associates, LLP
DECREASED
Shares117,553 from 118,647
Change-1,094 (-1%)
Value$31.1M (+$988.1K)
Filed 2026-10-21
Calamos Wealth Management LLC
DECREASED
Shares117,297 from 118,126
Change-829 (-1%)
Value$31.1M (+$1.1M)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares116,702 from 115,650
Change+1,052 (+1%)
Value$30.9M (+$1.5M)
Filed 2026-11-05
Cardinal Capital Management
INCREASED
Shares115,964 from 114,813
Change+1,151 (+1%)
Value$30.7M (+$1.5M)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED
Shares115,608 from 103,310
Change+12,298 (+12%)
Value$30.6M (+$4.4M)
Filed 2026-10-21
Mill Capital Management, LLC
DECREASED
Shares115,533 from 117,347
Change-1,814 (-2%)
Value$30.6M (+$783.6K)
Filed 2026-10-26
Pine Valley Investments Ltd Liability Co
DECREASED
Shares115,284 from 116,193
Change-909 (-1%)
Value$30.5M (+$1.0M)
Filed 2026-11-09
Triglav Investments, D.O.O.
INCREASED
Shares115,162 from 84,162
Change+31,000 (+37%)
Value$30.5M (+$9.1M)
Filed 2026-11-06
Central Trust Co
INCREASED
Shares115,152 from 114,703
Change+449 (+0%)
Value$30.5M (+$1.4M)
Filed 2026-11-05
Verity & Verity, LLC
DECREASED
Shares114,878 from 115,000
Change-122 (0%)
Value$30.4M (+$1.2M)
Filed 2026-10-23
Allen Investment Management, LLC
DECREASED
Shares113,839 from 114,149
Change-310 (0%)
Value$30.1M (+$1.1M)
Filed 2026-11-03
Greatmark Investment Partners, Inc.
DECREASED
Shares113,529 from 114,692
Change-1,163 (-1%)
Value$30.1M (+$927.3K)
Filed 2026-10-28
Cornerstone Capital, Inc.
DECREASED
Shares113,375 from 115,036
Change-1,661 (-1%)
Value$30.0M (+$799.2K)
Filed 2026-11-10
J.W. Cole Advisors, Inc.
DECREASED
Shares112,950 from 113,666
Change-716 (-1%)
Value$29.9M (+$1.0M)
Filed 2026-11-05
Principle Wealth Partners LLC
DECREASED
Shares112,656 from 112,674
Change-18 (0%)
Value$29.8M (+$1.2M)
Filed 2026-11-02
Barr E S & Co
DECREASED
Shares112,230 from 115,055
Change-2,825 (-2%)
Value$29.7M (+$491.4K)
Filed 2026-11-06
Meyer Handelman Co
DECREASED
Shares111,201 from 113,039
Change-1,838 (-2%)
Value$29.4M (+$729.0K)
Filed 2026-10-28
Tandem Investment Advisors, Inc.
DECREASED
Shares111,101 from 136,198
Change-25,097 (-18%)
Value$29.4M (-$5.2M)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
DECREASED
Shares110,549 from 111,216
Change-667 (-1%)
Value$29.3M (+$1.0M)
Filed 2026-10-22
LSV Asset Management
DECREASED
Shares109,623 from 184,693
Change-75,070 (-41%)
Value$29.0M (-$17.9M)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED
Shares108,864 from 112,400
Change-3,536 (-3%)
Value$28.8M (+$274.4K)
Filed 2026-10-13
Waters Parkerson & Co., LLC
DECREASED
Shares107,691 from 109,533
Change-1,842 (-2%)
Value$28.5M (+$692.0K)
Filed 2026-11-04
Cadinha & Co LLC
INCREASED
Shares107,515 from 106,241
Change+1,274 (+1%)
Value$28.5M (+$1.5M)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares107,161 from 107,673
Change-512 (0%)
Value$28.4M (+$1.0M)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares106,447 from 101,232
Change+5,215 (+5%)
Value$28.2M (+$2.5M)
Filed 2026-11-05
Picton Mahoney Asset Management
INCREASED
Shares105,898 from 96,594
Change+9,304 (+10%)
Value$28.0M (+$3.5M)
Filed 2026-11-09
Parsons Capital Management Inc
INCREASED
Shares105,812 from 103,244
Change+2,568 (+2%)
Value$28.0M (+$1.8M)
Filed 2026-10-28
Grandfield & Dodd, LLC
DECREASED
Shares105,751 from 106,768
Change-1,017 (-1%)
Value$28.0M (+$880.7K)
Filed 2026-10-29
Pittenger & Anderson Inc
INCREASED
Shares105,697 from 103,992
Change+1,705 (+2%)
Value$28.0M (+$1.6M)
Filed 2026-11-02
Leo Wealth, LLC
NEW
Shares104,967
Change+104,967
Value$27.8M
Filed 2026-10-26
Stack Financial Management, Inc
DECREASED
Shares103,403 from 104,884
Change-1,481 (-1%)
Value$27.4M (+$737.5K)
Filed 2026-11-02
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares102,800 from 102,800
Change0 (0%)
Value$27.2M (+$1.1M)
Filed 2026-10-21
NBT Bank, N.A.
DECREASED
Shares102,588 from 104,249
Change-1,661 (-2%)
Value$27.2M (+$683.0K)
Filed 2026-10-21
LEE Danner & Bass Inc
DECREASED
Shares102,047 from 102,191
Change-144 (0%)
Value$27.0M (+$1.1M)
Filed 2026-10-27
Rossmore Private Capital
INCREASED
Shares101,285 from 100,877
Change+408 (+0%)
Value$26.8M (+$1.2M)
Filed 2026-10-27
Sapient Capital LLC
INCREASED
Shares101,237 from 49,415
Change+51,822 (+105%)
Value$26.8M (+$14.3M)
Filed 2026-10-08
Villere ST Denis J & Co LLC
DECREASED
Shares101,200 from 106,775
Change-5,575 (-5%)
Value$26.8M (-$326.0K)
Filed 2026-11-04
Washington Trust Co
DECREASED
Shares100,213 from 101,711
Change-1,498 (-1%)
Value$26.5M (+$698.8K)
Filed 2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares99,685 from 103,199
Change-3,514 (-3%)
Value$26.4M (+$181.1K)
Filed 2026-10-13
Guyasuta Investment Advisors Inc
DECREASED
Shares99,503 from 102,689
Change-3,186 (-3%)
Value$26.3M (+$262.5K)
Filed 2026-10-15
Wendell David Associates Inc
DECREASED
Shares99,192 from 100,552
Change-1,360 (-1%)
Value$26.3M (+$723.0K)
Filed 2026-10-27
TCV Trust & Wealth Management, Inc.
INCREASED
Shares99,059 from 98,918
Change+141 (+0%)
Value$26.2M (+$1.1M)
Filed 2026-10-16
CWA Asset Management Group, LLC
INCREASED
Shares98,737 from 97,695
Change+1,042 (+1%)
Value$26.1M (+$1.3M)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares97,807 from 94,695
Change+3,112 (+3%)
Value$25.9M (+$1.8M)
Filed 2026-11-05
Palisade Asset Management, LLC
DECREASED
Shares96,762 from 100,872
Change-4,110 (-4%)
Value$25.6M (-$1.7K)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED
Shares96,605 from 136,308
Change-39,703 (-29%)
Value$25.3M (-$6.9M)
Filed 2026-10-29
Rothschild Investment LLC
DECREASED
Shares95,388 from 96,818
Change-1,430 (-1%)
Value$25.3M (+$664.0K)
Filed 2026-11-10
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares94,705 from 90,031
Change+4,674 (+5%)
Value$25.1M (+$2.2M)
Filed 2026-10-27
Arbejdsmarkedets Tillaegspension
DECREASED
Shares94,000 from 123,500
Change-29,500 (-24%)
Value$24.9M (-$6.5M)
Filed 2026-10-30
Generate Investment Management Ltd
DECREASED
Shares93,579 from 110,965
Change-17,386 (-16%)
Value$24.8M (-$3.4M)
Filed 2026-10-14
Woodmont Investment Counsel LLC
INCREASED
Shares93,481 from 92,061
Change+1,420 (+2%)
Value$24.7M (+$1.4M)
Filed 2026-10-29
Coldstream Capital Management Inc
INCREASED
Shares93,375 from 92,571
Change+804 (+1%)
Value$24.7M (+$1.2M)
Filed 2026-11-09
Diversify Advisory Services, LLC
DECREASED
Shares92,125 from 94,734
Change-2,609 (-3%)
Value$23.3M (-$1.9M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares92,125 from 94,734
Change-2,609 (-3%)
Value$23.3M (-$1.9M)
Filed 2026-10-20
Visionary Wealth Advisors
DECREASED
Shares91,849 from 92,040
Change-191 (0%)
Value$24.3M (+$940.6K)
Filed 2026-11-04
Bowen Hanes & Co Inc
INCREASED
Shares91,754 from 36,439
Change+55,315 (+152%)
Value$24.3M (+$15.4M)
Filed 2026-11-09
Old National Bancorp
DECREASED
Shares91,663 from 99,264
Change-7,601 (-8%)
Value$24.3M (-$943.2K)
Filed 2026-10-20
Nemes Rush Group LLC
INCREASED
Shares91,474 from 91,397
Change+77 (+0%)
Value$24.2M (+$1.0M)
Filed 2026-11-04
Tokio Marine Asset Management Co LTD
INCREASED
Shares91,365 from 87,901
Change+3,464 (+4%)
Value$24.2M (+$1.9M)
Filed 2026-10-26
Montag A & Associates Inc
INCREASED
Shares91,283 from 89,578
Change+1,705 (+2%)
Value$24.2M (+$1.4M)
Filed 2026-10-29
Wallington Asset Management, LLC
DECREASED
Shares90,685 from 90,885
Change-200 (0%)
Value$24.0M (+$925.9K)
Filed 2026-11-04
Narwhal Capital Management
DECREASED
Shares90,600 from 94,177
Change-3,577 (-4%)
Value$24.0M (+$67.2K)
Filed 2026-11-04
JB Capital LLC
INCREASED
Shares90,309 from 90,288
Change+21 (+0%)
Value$23.9M (+$978.0K)
Filed 2026-10-19
Tower Bridge Advisors
INCREASED
Shares89,581 from 89,561
Change+20 (+0%)
Value$23.7M (+$969.9K)
Filed 2026-11-10
Jamison Private Wealth Management, Inc.
INCREASED
Shares89,551 from 88,830
Change+721 (+1%)
Value$23.7M (+$1.1M)
Filed 2026-10-14
Diversified Trust Co
DECREASED
Shares89,296 from 112,529
Change-23,233 (-21%)
Value$23.6M (-$4.9M)
Filed 2026-11-06
Eagle Global Advisors LLC
DECREASED
Shares88,906 from 89,170
Change-264 (0%)
Value$23.5M (+$890.5K)
Filed 2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED
Shares88,416 from 85,335
Change+3,081 (+4%)
Value$22.4M (+$776.8K)
Filed 2026-10-21
Patten & Patten Inc
DECREASED
Shares88,415 from 88,599
Change-184 (0%)
Value$23.4M (+$905.4K)
Filed 2026-10-26
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares88,311 from 89,831
Change-1,520 (-2%)
Value$23.4M (+$565.1K)
Filed 2026-10-09
SP Asset Management LLC
DECREASED
Shares88,051 from 89,119
Change-1,068 (-1%)
Value$23.3M (+$677.0K)
Filed 2026-11-05
Howland Capital Management LLC
INCREASED
Shares87,845 from 87,734
Change+111 (+0%)
Value$23.3M (+$974.4K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares86,925 from 96,816
Change-9,891 (-10%)
Value$23.0M (-$1.6M)
Filed 2026-10-15
Raiffeisen Bank International AG
INCREASED
Shares86,760 from 56,470
Change+30,290 (+54%)
Value$23.2M (+$8.6M)
Filed 2026-10-28
American National Bank & Trust
DECREASED
Shares86,500 from 90,625
Change-4,125 (-5%)
Value$22.9M (-$115.6K)
Filed 2026-10-07
Moran Wealth Management, LLC
DECREASED
Shares85,840 from 88,810
Change-2,970 (-3%)
Value$22.7M (+$170.2K)
Filed 2026-10-22
Hantz Financial Services, Inc.
INCREASED
Shares85,780 from 84,317
Change+1,463 (+2%)
Value$22.3K (+$1.3K)
Filed 2026-11-09
Lynch & Associates
DECREASED
Shares85,559 from 86,700
Change-1,141 (-1%)
Value$22.7M (+$631.8K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares85,192 from 83,035
Change+2,157 (+3%)
Value$22.6M (+$1.5M)
Filed 2026-11-03
Greenleaf Trust
DECREASED
Shares84,970 from 86,071
Change-1,101 (-1%)
Value$22.5M (+$635.5K)
Filed 2026-10-29
Gamma Investing LLC
INCREASED
Shares84,832 from 78,530
Change+6,302 (+8%)
Value$22.5M (+$2.5M)
Filed 2026-10-08
Joel Isaacson & Co., LLC
INCREASED
Shares84,340 from 79,396
Change+4,944 (+6%)
Value$22.3M (+$2.2M)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares84,112 from 90,574
Change-6,462 (-7%)
Value$22.3M (-$735.2K)
Filed 2026-10-22
Canandaigua National Bank & Trust Co
DECREASED
Shares83,885 from 85,650
Change-1,765 (-2%)
Value$22.2M (+$455.2K)
Filed 2026-10-07
Violich Capital Management, Inc.
DECREASED
Shares83,615 from 87,990
Change-4,375 (-5%)
Value$22.1M (-$210.6K)
Filed 2026-10-05
Alerus Financial NA
INCREASED
Shares82,774 from 74,659
Change+8,115 (+11%)
Value$21.9M (+$3.0M)
Filed 2026-11-09
Koshinski Asset Management, Inc.
DECREASED
Shares82,673 from 84,147
Change-1,474 (-2%)
Value$21.9M (+$516.0K)
Filed 2026-10-29
Anchor Investment Management, LLC
DECREASED
Shares82,260 from 84,604
Change-2,344 (-3%)
Value$21.8M (+$290.7K)
Filed 2026-11-10
Mather Group, Llc.
INCREASED
Shares81,293 from 67,043
Change+14,250 (+21%)
Value$21.5M (+$4.5M)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares80,791 from 81,540
Change-749 (-1%)
Value$21.4M (+$679.9K)
Filed 2026-10-23
Cooke & Bieler LP
DECREASED
Shares80,499 from 255,319
Change-174,820 (-68%)
Value$21.3M (-$43.5M)
Filed 2026-10-21
Guardian Partners Inc.
DECREASED
Shares80,164 from 81,690
Change-1,526 (-2%)
Value$21.2M (+$475.8K)
Filed 2026-10-21
Sky Investment Group LLC
INCREASED
Shares79,789 from 65,545
Change+14,244 (+22%)
Value$21.1M (+$4.5M)
Filed 2026-10-30
Banco Santander, S.A.
INCREASED
Shares79,610 from 39,557
Change+40,053 (+101%)
Value$21.1M (+$11.0M)
Filed 2026-11-10
Smithfield Trust Co
DECREASED
Shares79,418 from 79,661
Change-243 (0%)
Value$21.0M (+$789.0K)
Filed 2026-11-09
Bank of Nova Scotia Trust Co
DECREASED
Shares79,343 from 81,209
Change-1,866 (-2%)
Value$21.0M (+$380.6K)
Filed 2026-11-10
Isthmus Partners, LLC
DECREASED
Shares79,196 from 80,497
Change-1,301 (-2%)
Value$21.0M (+$522.5K)
Filed 2026-10-21
Woodstock Corp
DECREASED
Shares79,063 from 79,663
Change-600 (-1%)
Value$20.9M (+$699.0K)
Filed 2026-10-13
Carret Asset Management, LLC
DECREASED
Shares78,870 from 80,403
Change-1,533 (-2%)
Value$20.9M (+$460.2K)
Filed 2026-11-04
Letson Investment Management, Inc.
DECREASED
Shares78,820 from 78,837
Change-17 (0%)
Value$20.9M (+$844.6K)
Filed 2026-11-05
Abner Herrman & Brock LLC
DECREASED
Shares78,774 from 79,588
Change-814 (-1%)
Value$20.9M (+$20.8M)
Filed 2026-10-20
Cypress Capital Group
DECREASED
Shares78,585 from 82,604
Change-4,019 (-5%)
Value$20.8M (-$174.4K)
Filed 2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares78,491 from 74,163
Change+4,328 (+6%)
Value$20.8M (+$1.9M)
Filed 2026-10-22
Strategy Asset Managers LLC
DECREASED
Shares77,681 from 78,511
Change-830 (-1%)
Value$20.6M (+$625.9K)
Filed 2026-10-14
Philip James Wealth Mangement, LLC
DECREASED
Shares77,638 from 81,906
Change-4,268 (-5%)
Value$20.6M (-$247.6K)
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares77,490 from 72,573
Change+4,917 (+7%)
Value$20.5M (+$2.1M)
Filed 2026-10-23
Quadrant Capital Group LLC
INCREASED
Shares77,372 from 77,048
Change+324 (+0%)
Value$19.2M (-$332.4K)
Filed 2026-10-20
Edge Wealth Management LLC
INCREASED
Shares77,129 from 77,066
Change+63 (+0%)
Value$20.5M (+$921.5K)
Filed 2026-10-13
Dana Investment Advisors, Inc.
INCREASED
Shares76,791 from 34,927
Change+41,864 (+120%)
Value$20.3M (+$11.5M)
Filed 2026-11-06
Premier Fund Managers Ltd
INCREASED
Shares76,395 from 70,036
Change+6,359 (+9%)
Value$20.4K (+$2.4K)
Filed 2026-11-02
Richard C. Young & Co., Ltd.
DECREASED
Shares76,043 from 77,003
Change-960 (-1%)
Value$20.1M (+$575.2K)
Filed 2026-11-04
Allied Investment Advisors, LLC
DECREASED
Shares75,800 from 75,978
Change-178 (0%)
Value$20.1M (+$770.9K)
Filed 2026-10-13
Schnieders Capital Management, Llc.
DECREASED
Shares75,301 from 76,793
Change-1,492 (-2%)
Value$19.9M (+$432.0K)
Filed 2026-11-09
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares75,199 from 74,572
Change+627 (+1%)
Value$19.9M (+$969.2K)
Filed 2026-10-21
Canal Insurance Co
UNCHANGED
Shares75,000 from 75,000
Change0 (0%)
Value$19.9M (+$808.0K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares74,823 from 72,119
Change+2,704 (+4%)
Value$19.8M (+$1.5M)
Filed 2026-11-03
Rockland Trust Co
DECREASED
Shares74,352 from 78,477
Change-4,125 (-5%)
Value$19.7M (-$246.9K)
Filed 2026-10-05
Global Retirement Partners, LLC
INCREASED
Shares73,972 from 67,123
Change+6,849 (+10%)
Value$19.6M (+$2.5M)
Filed 2026-11-10
North Dakota State Investment Board
INCREASED
Shares73,803 from 71,036
Change+2,767 (+4%)
Value$19.5M (+$1.5M)
Filed 2026-10-27
Arete Wealth Advisors, LLC
INCREASED
Shares73,502 from 70,887
Change+2,615 (+4%)
Value$19.5M (+$1.5M)
Filed 2026-11-09
Griffin Asset Management, Inc.
DECREASED
Shares73,294 from 74,421
Change-1,127 (-2%)
Value$19.4M (+$503.3K)
Filed 2026-10-22
Reynders McVeigh Capital Management, LLC
DECREASED
Shares72,904 from 76,513
Change-3,609 (-5%)
Value$19.3M (-$131.5K)
Filed 2026-10-30
Titan Investment Solutions Ltd
INCREASED
Shares72,758 from 71,734
Change+1,024 (+1%)
Value$19.3M (+$1.0M)
Filed 2026-11-10
Tema Etfs LLC
DECREASED
Shares72,710 from 73,885
Change-1,175 (-2%)
Value$19.2M (+$484.7K)
Filed 2026-10-16
Cardinal Point Capital Management ULC
DECREASED
Shares72,580 from 72,763
Change-183 (0%)
Value$19.2M (+$735.2K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
DECREASED
Shares72,577 from 78,287
Change-5,710 (-7%)
Value$19.2M (-$668.4K)
Filed 2026-10-16
Lmcg Investments, LLC
DECREASED
Shares71,928 from 74,070
Change-2,142 (-3%)
Value$19.0M (+$230.7K)
Filed 2026-10-21
Private Wealth Partners, LLC
DECREASED
Shares71,757 from 71,949
Change-192 (0%)
Value$19.0M (+$724.1K)
Filed 2026-10-22
Chemung Canal Trust Co
DECREASED
Shares71,438 from 72,959
Change-1,521 (-2%)
Value$18.9M (+$382.8K)
Filed 2026-11-04
Global X Japan Co., Ltd.
DECREASED
Shares70,949 from 83,998
Change-13,049 (-16%)
Value$18.8M (-$2.5M)
Filed 2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares70,814 from 70,897
Change-83 (0%)
Value$18.7M (+$741.6K)
Filed 2026-10-22
Ascent Group, LLC
INCREASED
Shares70,500 from 70,352
Change+148 (+0%)
Value$18.7M (+$796.9K)
Filed 2026-10-30
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares70,388 from 73,221
Change-2,833 (-4%)
Value$18.6M (+$38.0K)
Filed 2026-10-27
Independent Investors Inc
UNCHANGED
Shares70,356 from 70,356
Change0 (0%)
Value$18.6M (+$757.7K)
Filed 2026-10-30
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares70,037 from 66,880
Change+3,157 (+5%)
Value$18.5M (+$1.6M)
Filed 2026-10-30
Central Securities Corp
UNCHANGED
Shares70,000 from 70,000
Change0 (0%)
Value$18.5M (+$753.9K)
Filed 2026-11-06
Argent Capital Management LLC
DECREASED
Shares69,933 from 73,979
Change-4,046 (-5%)
Value$18.5M (-$274.3K)
Filed 2026-10-05
AMG National Trust Bank
INCREASED
Shares69,904 from 69,612
Change+292 (+0%)
Value$18.5M (+$827.1K)
Filed 2026-11-05
WoodTrust Financial Corp
DECREASED
Shares69,311 from 71,527
Change-2,216 (-3%)
Value$18.3M (+$183.0K)
Filed 2026-10-09
Univest Financial Corp
DECREASED
Shares68,988 from 69,498
Change-510 (-1%)
Value$18.3M (+$613.4K)
Filed 2026-11-05
Camden National Bank
DECREASED
Shares68,843 from 69,914
Change-1,071 (-2%)
Value$18.2M (+$469.4K)
Filed 2026-11-02
Level Four Advisory Services, LLC
INCREASED
Shares68,276 from 65,905
Change+2,371 (+4%)
Value$18.1M (+$1.3M)
Filed 2026-11-06
Essex Bank
INCREASED
Shares67,825 from 67,809
Change+16 (+0%)
Value$18.0M (+$733.9K)
Filed 2026-10-16
J.P. Marvel Investment Advisors, LLC
INCREASED
Shares67,818 from 67,642
Change+176 (+0%)
Value$18.0M (+$775.1K)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares67,727 from 66,225
Change+1,502 (+2%)
Value$17.9M (+$1.1M)
Filed 2026-10-23
Plato Investment Management Ltd
DECREASED
Shares67,507 from 72,416
Change-4,909 (-7%)
Value$17.9M (-$342.9K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares67,074 from 65,795
Change+1,279 (+2%)
Value$17.8M (+$1.0M)
Filed 2026-11-09
Great Valley Advisor Group, Inc.
DECREASED
Shares66,928 from 68,669
Change-1,741 (-3%)
Value$17.7M (+$278.5K)
Filed 2026-11-09
Clear Harbor Asset Management, LLC
INCREASED
Shares66,911 from 57,875
Change+9,036 (+16%)
Value$17.7M (+$3.0M)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares66,705 from 62,029
Change+4,676 (+8%)
Value$17.5M (+$1.8M)
Filed 2026-10-23
First Nebraska Trust Co
DECREASED
Shares66,596 from 67,346
Change-750 (-1%)
Value$17.6M (+$525.9K)
Filed 2026-10-30
Motco
DECREASED
Shares66,405 from 67,936
Change-1,531 (-2%)
Value$17.6M (+$326.4K)
Filed 2026-11-09
Baker Chad R
UNCHANGED
Shares66,370 from 66,370
Change0 (0%)
Value$17.6M (+$714.8K)
Filed 2026-10-22
Venture Visionary Partners LLC
INCREASED
Shares66,214 from 65,476
Change+738 (+1%)
Value$17.5M (+$900.5K)
Filed 2026-10-07
Wilkins Investment Counsel Inc
DECREASED
Shares65,837 from 66,797
Change-960 (-1%)
Value$17.4M (+$465.3K)
Filed 2026-11-03
GF Fund Management Co. Ltd.
UNCHANGED
Shares65,712 from 65,712
Change0 (0%)
Value$17.4M (+$707.7K)
Filed 2026-10-26
Tritonpoint Wealth, LLC
DECREASED
Shares65,464 from 67,646
Change-2,182 (-3%)
Value$17.3M (+$150.8K)
Filed 2026-10-19
Cornerstone Wealth Group, LLC
INCREASED
Shares65,287 from 64,694
Change+593 (+1%)
Value$17.3M (+$853.8K)
Filed 2026-11-02
Payden & Rygel
UNCHANGED
Shares64,900 from 64,900
Change0 (0%)
Value$17.2M (+$699.0K)
Filed 2026-10-28
CX Institutional
INCREASED
Shares64,782 from 30,364
Change+34,418 (+113%)
Value$17.2M (+$17.1M)
Filed 2026-10-02
Courier Capital LLC
INCREASED
Shares64,658 from 64,486
Change+172 (+0%)
Value$17.1M (+$740.0K)
Filed 2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares64,326 from 65,500
Change-1,174 (-2%)
Value$17.0M (+$394.6K)
Filed 2026-10-19
Ironwood Investment Counsel, LLC
INCREASED
Shares64,254 from 63,795
Change+459 (+1%)
Value$17.0M (+$808.7K)
Filed 2026-11-10
Moneco Advisors, LLC
DECREASED
Shares64,015 from 64,501
Change-486 (-1%)
Value$16.9M (+$566.2K)
Filed 2026-11-05
Hamel Associates, Inc.
DECREASED
Shares63,956 from 64,967
Change-1,011 (-2%)
Value$16.9M (+$439.7K)
Filed 2026-11-06
Smith Salley Wealth Management
INCREASED
Shares63,743 from 63,130
Change+613 (+1%)
Value$16.9M (+$842.2K)
Filed 2026-11-03
Artemis Investment Management LLP
DECREASED
Shares63,678 from 65,168
Change-1,490 (-2%)
Value$16.9M (+$307.4K)
Filed 2026-10-08
Wedbush Securities Inc
DECREASED
Shares63,564 from 63,894
Change-330 (-1%)
Value$16.8M (+$601.0K)
Filed 2026-10-22
Baldwin Wealth Partners LLC
DECREASED
Shares63,359 from 64,436
Change-1,077 (-2%)
Value$16.8M (+$408.9K)
Filed 2026-10-13
South Dakota Investment Council
DECREASED
Shares63,289 from 67,922
Change-4,633 (-7%)
Value$16.8M (-$495.0K)
Filed 2026-11-10
Valeo Financial Advisors, LLC
INCREASED
Shares62,954 from 62,574
Change+380 (+1%)
Value$16.7M (+$774.4K)
Filed 2026-10-08
Securian Asset Management, Inc
DECREASED
Shares62,598 from 63,968
Change-1,370 (-2%)
Value$16.6M (+$385.7K)
Filed 2026-11-06
Simplify Asset Management Inc.
DECREASED
Shares62,457 from 72,879
Change-10,422 (-14%)
Value$16.5M (-$2.0M)
Filed 2026-10-27
Fiduciary Alliance LLC
DECREASED
Shares62,376 from 68,948
Change-6,572 (-10%)
Value$16.5M (-$997.4K)
Filed 2026-10-13
Investment House LLC
DECREASED
Shares62,371 from 91,185
Change-28,814 (-32%)
Value$16.5M (-$6.6M)
Filed 2026-10-21
Thomas Story & SON LLC
DECREASED
Shares62,166 from 62,569
Change-403 (-1%)
Value$16.5M (+$567.2K)
Filed 2026-10-13
Highland Capital Management, LLC
DECREASED
Shares61,930 from 62,572
Change-642 (-1%)
Value$16.4M (+$503.8K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
DECREASED
Shares61,666 from 62,151
Change-485 (-1%)
Value$16.3M (+$541.0K)
Filed 2026-11-04
Sound View Wealth Advisors Group, LLC
DECREASED
Shares61,334 from 61,910
Change-576 (-1%)
Value$16.2M (+$514.3K)
Filed 2026-11-10
XML Financial, LLC
INCREASED
Shares61,317 from 60,680
Change+637 (+1%)
Value$16.2M (+$822.0K)
Filed 2026-10-29
Toth Financial Advisory Corp
DECREASED
Shares61,298 from 63,494
Change-2,196 (-3%)
Value$16.2M (+$102.5K)
Filed 2026-10-08
Community Bank & Trust, Waco, Texas
INCREASED
Shares61,032 from 53,272
Change+7,760 (+15%)
Value$16.2M (+$2.6M)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares60,818 from 57,725
Change+3,093 (+5%)
Value$16.1M (+$1.4M)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares60,770 from 57,925
Change+2,845 (+5%)
Value$16.1M (+$1.4M)
Filed 2026-10-22
E. Ohman J:or Asset Management AB
INCREASED
Shares60,684 from 59,384
Change+1,300 (+2%)
Value$16.1M (+$983.7K)
Filed 2026-10-22
Intact Investment Management Inc.
DECREASED
Shares60,629 from 64,629
Change-4,000 (-6%)
Value$16.1M (-$362.9K)
Filed 2026-11-03
Asset Advisors Investment Management, LLC
DECREASED
Shares60,600 from 60,812
Change-212 (0%)
Value$16.0M (+$598.8K)
Filed 2026-10-19
Barrett & Company, Inc.
INCREASED
Shares60,288 from 9,547
Change+50,741 (+531%)
Value$16.0M (+$13.5M)
Filed 2026-10-22
Benedict Financial Advisors Inc
DECREASED
Shares60,273 from 60,991
Change-718 (-1%)
Value$16.0M (+$466.8K)
Filed 2026-10-07
Stackstone Wealth, LLC
NEW
Shares60,082
Change+60,082
Value$15.9M
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares59,692 from 60,278
Change-586 (-1%)
Value$15.8M (+$493.5K)
Filed 2026-10-15
Tctc Holdings, LLC
INCREASED
Shares59,444 from 59,310
Change+134 (+0%)
Value$15.7M (+$674.3K)
Filed 2026-11-02
Westchester Capital Management, Inc.
DECREASED
Shares59,375 from 59,675
Change-300 (0%)
Value$15.7M (+$563.3K)
Filed 2026-10-23
Bridges Investment Management Inc
DECREASED
Shares59,275 from 76,239
Change-16,964 (-22%)
Value$15.7M (-$3.7M)
Filed 2026-11-10
AlphaCore Capital LLC
INCREASED
Shares59,109 from 50,226
Change+8,883 (+18%)
Value$15.6M (+$2.9M)
Filed 2026-11-04
Advocate Group LLC
DECREASED
Shares59,079 from 61,412
Change-2,333 (-4%)
Value$15.6M (+$43.9K)
Filed 2026-10-19
Praxis Investment Management Inc
UNCHANGED
Shares59,055 from 59,055
Change0 (0%)
Value$15.6M (+$636.0K)
Filed 2026-11-03
ARS Investment Partners, LLC
DECREASED
Shares58,564 from 58,958
Change-394 (-1%)
Value$15.5M (+$530.7K)
Filed 2026-11-05
United Asset Strategies, Inc.
INCREASED
Shares58,250 from 58,133
Change+117 (+0%)
Value$15.4M (+$657.0K)
Filed 2026-10-28
Linscomb Wealth, Inc.
DECREASED
Shares58,138 from 59,468
Change-1,330 (-2%)
Value$15.4M (+$288.4K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
INCREASED
Shares58,100 from 58,033
Change+67 (+0%)
Value$15.4M (+$642.8K)
Filed 2026-10-15
North Star Investment Management Corp.
INCREASED
Shares57,961 from 56,825
Change+1,136 (+2%)
Value$15.3M (+$912.7K)
Filed 2026-10-27
V-Square Quantitative Management LLC
INCREASED
Shares57,794 from 54,440
Change+3,354 (+6%)
Value$15.3M (+$1.5M)
Filed 2026-10-15
AlTi Global, Inc.
INCREASED
Shares57,487 from 55,639
Change+1,848 (+3%)
Value$15.2M (+$1.1M)
Filed 2026-11-09
Jupiter Asset Management LTD
DECREASED
Shares57,428 from 61,648
Change-4,220 (-7%)
Value$15.2M (-$317.1K)
Filed 2026-11-10
Ashton Thomas Private Wealth, LLC
INCREASED
Shares57,248 from 56,610
Change+638 (+1%)
Value$15.2M (+$778.5K)
Filed 2026-11-03
Index Fund Advisors, Inc.
UNCHANGED
Shares57,038 from 57,038
Change0 (0%)
Value$15.1M (+$614.5K)
Filed 2026-11-05
American Assets Investment Management, LLC
UNCHANGED
Shares57,000 from 57,000
Change0 (0%)
Value$15.1M (+$613.9K)
Filed 2026-10-30
Monarch Capital Management Inc
DECREASED
Shares56,944 from 57,752
Change-808 (-1%)
Value$15.1M (+$408.1K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares56,915 from 49,143
Change+7,772 (+16%)
Value$15.1M (+$2.4M)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares56,896 from 56,938
Change-42 (0%)
Value$15.1M (+$602.2K)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
INCREASED
Shares56,855 from 55,938
Change+917 (+2%)
Value$15.1M (+$845.2K)
Filed 2026-10-26
Freestone Capital Holdings, LLC
DECREASED
Shares56,840 from 57,366
Change-526 (-1%)
Value$15.0M (+$478.3K)
Filed 2026-11-09
Chicago Capital, LLC
INCREASED
Shares56,720 from 56,172
Change+548 (+1%)
Value$15.0M (+$750.2K)
Filed 2026-10-13
Caldwell Trust Co
DECREASED
Shares56,168 from 56,485
Change-317 (-1%)
Value$14.9M (+$524.4K)
Filed 2026-10-30
Fagan Associates, Inc.
INCREASED
Shares55,940 from 54,265
Change+1,675 (+3%)
Value$14.8M (+$1.0M)
Filed 2026-10-13
DT Investment Partners, LLC
INCREASED
Shares55,262 from 55,162
Change+100 (+0%)
Value$14.6M (+$620.6K)
Filed 2026-10-27
Sowell Financial Services LLC
DECREASED
Shares55,176 from 57,238
Change-2,062 (-4%)
Value$14.6M (+$70.6K)
Filed 2026-10-23
Private Management Group Inc
DECREASED
Shares55,112 from 58,327
Change-3,215 (-6%)
Value$14.6M (-$223.0K)
Filed 2026-11-04
TrueMark Investments, LLC
INCREASED
Shares54,931 from 50,803
Change+4,128 (+8%)
Value$14.5M (+$1.6M)
Filed 2026-11-05
LexAurum Advisors, LLC
INCREASED
Shares54,885 from 54,557
Change+328 (+1%)
Value$14.5M (+$674.4K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares54,836 from 53,196
Change+1,640 (+3%)
Value$14.5M (+$1.0M)
Filed 2026-10-23
Soltis Investment Advisors LLC
INCREASED
Shares54,616 from 49,990
Change+4,626 (+9%)
Value$14.5M (+$1.8M)
Filed 2026-10-28
Goelzer Investment Management, Inc.
DECREASED
Shares53,901 from 55,081
Change-1,180 (-2%)
Value$14.3M (+$280.8K)
Filed 2026-10-16
Burns J W & Co Inc
INCREASED
Shares53,859 from 53,495
Change+364 (+1%)
Value$14.3M (+$672.5K)
Filed 2026-10-20
BLB&B Advisors, LLC
DECREASED
Shares53,824 from 54,379
Change-555 (-1%)
Value$14.2M (+$438.7K)
Filed 2026-10-27
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares53,534 from 51,324
Change+2,210 (+4%)
Value$14.2M (+$1.1M)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares53,530 from 55,333
Change-1,803 (-3%)
Value$14.2M (+$118.6K)
Filed 2026-10-15
Phoenix Financial Ltd.
INCREASED
Shares53,162 from 46,830
Change+6,332 (+14%)
Value$13.8M (+$1.9M)
Filed 2026-11-09
Tufton Capital Management
DECREASED
Shares53,002 from 53,500
Change-498 (-1%)
Value$14.0M (+$444.0K)
Filed 2026-10-20
German American Bancorp, Inc.
INCREASED
Shares52,989 from 49,493
Change+3,496 (+7%)
Value$14.0M (+$1.5M)
Filed 2026-11-10
First Citizens Bank & Trust Co
INCREASED
Shares52,947 from 30,811
Change+22,136 (+72%)
Value$14.0M (+$6.2M)
Filed 2026-10-14
Citizens National Bank Trust Department
DECREASED
Shares52,924 from 53,024
Change-100 (0%)
Value$14.0M (+$544.6K)
Filed 2026-11-04
Harbour Investments, Inc.
DECREASED
Shares52,678 from 69,981
Change-17,303 (-25%)
Value$13.9M (-$3.8M)
Filed 2026-11-09
Marble Harbor Investment Counsel, LLC
DECREASED
Shares52,556 from 54,429
Change-1,873 (-3%)
Value$13.9M (+$90.6K)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
INCREASED
Shares52,010 from 51,914
Change+96 (+0%)
Value$13.8M (+$584.6K)
Filed 2026-10-26
Naples Global Advisors, LLC
DECREASED
Shares52,007 from 52,184
Change-177 (0%)
Value$13.8M (+$515.3K)
Filed 2026-11-05
Oak Harvest Investment Services
INCREASED
Shares52,003 from 30,789
Change+21,214 (+69%)
Value$13.8M (+$5.9M)
Filed 2026-10-20
Frank, Rimerman Advisors LLC
INCREASED
Shares51,796 from 51,668
Change+128 (+0%)
Value$13.7M (+$590.2K)
Filed 2026-10-16
Globalt Investments LLC / GA
DECREASED
Shares51,515 from 52,696
Change-1,181 (-2%)
Value$13.6M (+$254.8K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares51,078 from 47,921
Change+3,157 (+7%)
Value$13.5M (+$1.4M)
Filed 2026-10-08
FFG Partners, LLC
INCREASED
Shares51,015 from 49,597
Change+1,418 (+3%)
Value$13.5M (+$909.4K)
Filed 2026-10-15
Ellevest, Inc.
INCREASED
Shares50,956 from 50,449
Change+507 (+1%)
Value$2.2M (+$215.4K)
Filed 2026-11-10
Hollow Brook Wealth Management LLC
INCREASED
Shares50,900 from 41,158
Change+9,742 (+24%)
Value$13.5M (+$3.0M)
Filed 2026-10-29
GAM Holding AG
DECREASED
Shares50,640 from 57,382
Change-6,742 (-12%)
Value$13.4M (-$1.2M)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares50,571 from 51,986
Change-1,415 (-3%)
Value$13.4M (+$185.3K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares50,379 from 90,046
Change-39,667 (-44%)
Value$13.3M (-$9.5M)
Filed 2026-10-21
Vision Capital Management, Inc.
DECREASED
Shares50,378 from 50,692
Change-314 (-1%)
Value$13.3M (+$462.8K)
Filed 2026-10-20
Mirae Asset Securities (USA) Inc.
INCREASED
Shares50,105 from 25,080
Change+25,025 (+100%)
Value$13.3M (+$6.9M)
Filed 2026-10-15
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares50,036 from 52,427
Change-2,391 (-5%)
Value$13.2M (-$68.3K)
Filed 2026-10-30
Weybosset Research & Management LLC
DECREASED
Shares49,886 from 50,844
Change-958 (-2%)
Value$13.2M (+$294.0K)
Filed 2026-10-19
Cutler Investment Counsel LLC
DECREASED
Shares49,681 from 50,046
Change-365 (-1%)
Value$13.2M (+$442.2K)
Filed 2026-10-28
Nicholas Company, Inc.
UNCHANGED
Shares49,680 from 49,680
Change0 (0%)
Value$13.2M (+$535.1K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
INCREASED
Shares49,660 from 43,298
Change+6,362 (+15%)
Value$13.1M (+$2.2M)
Filed 2026-11-06
Columbia Asset Management
DECREASED
Shares49,588 from 51,192
Change-1,604 (-3%)
Value$13.1M (+$126.6K)
Filed 2026-10-19
Ellsworth Advisors, LLC
INCREASED
Shares49,531 from 49,045
Change+486 (+1%)
Value$13.1M (+$997.6K)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares49,393 from 48,780
Change+613 (+1%)
Value$13.1M (+$687.7K)
Filed 2026-11-06
Symphony Financial, Ltd. Co.
INCREASED
Shares49,031 from 42,065
Change+6,966 (+17%)
Value$13.1M (+$2.2M)
Filed 2026-10-22
Perryman Financial Advisory Inc
INCREASED
Shares48,974 from 48,192
Change+782 (+2%)
Value$13.0M (+$726.2K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares48,952 from 46,596
Change+2,356 (+5%)
Value$13.0M (+$1.1M)
Filed 2026-10-22
M. Kraus & Co
DECREASED
Shares48,930 from 49,461
Change-531 (-1%)
Value$13.0M (+$392.1K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
DECREASED
Shares48,692 from 49,266
Change-574 (-1%)
Value$12.9M (+$378.7K)
Filed 2026-10-27
Jacobs & Co
DECREASED
Shares48,636 from 48,675
Change-39 (0%)
Value$12.9M (+$12.9M)
Filed 2026-10-09
Advanced Asset Management Advisors Inc
UNCHANGED
Shares48,399 from 48,399
Change0 (0%)
Value$12.8M (+$521.3K)
Filed 2026-10-20
GFS Advisors, LLC
INCREASED
Shares48,327 from 46,182
Change+2,145 (+5%)
Value$12.8M (+$12.7M)
Filed 2026-11-03
Hennessy Advisors Inc
DECREASED
Shares48,200 from 49,300
Change-1,100 (-2%)
Value$12.8M (+$239.7K)
Filed 2026-10-28
Costello Asset Management, Inc
DECREASED
Shares48,019 from 48,707
Change-688 (-1%)
Value$12.7M (+$342.5K)
Filed 2026-10-30
Leavell Investment Management, Inc.
INCREASED
Shares48,015 from 40,591
Change+7,424 (+18%)
Value$12.7M (+$2.4M)
Filed 2026-11-09
Trust Co of Toledo NA
DECREASED
Shares47,671 from 48,360
Change-689 (-1%)
Value$12.6M (+$338.4K)
Filed 2026-10-16
Perennial Advisors, LLC
DECREASED
Shares47,479 from 48,537
Change-1,058 (-2%)
Value$12.6M (+$242.6K)
Filed 2026-10-13
Community Bank, N.A.
INCREASED
Shares47,450 from 47,062
Change+388 (+1%)
Value$12.6M (+$609.1K)
Filed 2026-11-06
Kathmere Capital Management, LLC
INCREASED
Shares47,036 from 46,204
Change+832 (+2%)
Value$12.5M (+$718.0K)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares46,998 from 42,479
Change+4,519 (+11%)
Value$12.1M (+$794.5K)
Filed 2026-10-08
Founders Capital Management
INCREASED
Shares46,924 from 46,663
Change+261 (+1%)
Value$12.4M (+$571.7K)
Filed 2026-10-13
Hunter Associates Investment Management LLC
INCREASED
Shares46,714 from 46,617
Change+97 (+0%)
Value$12.4M (+$523.0K)
Filed 2026-10-26
Lowe Brockenbrough & Co Inc
DECREASED
Shares46,669 from 47,660
Change-991 (-2%)
Value$12.4M (+$251.0K)
Filed 2026-11-09
Clark & Stuart, Inc
DECREASED
Shares46,579 from 46,755
Change-176 (0%)
Value$12.3M (+$457.0K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares46,532 from 53,587
Change-7,055 (-13%)
Value$12.3M (-$1.3M)
Filed 2026-11-05
Western Wealth Management, LLC
INCREASED
Shares46,469 from 32,063
Change+14,406 (+45%)
Value$9.6M (+$1.5M)
Filed 2026-11-09
First Merchants Corp
DECREASED
Shares46,427 from 49,522
Change-3,095 (-6%)
Value$12.3M (-$286.0K)
Filed 2026-10-15
Bull Street Advisors, LLC
INCREASED
Shares46,337 from 45,418
Change+919 (+2%)
Value$12.3M (+$733.0K)
Filed 2026-10-20
Hixon Zuercher, LLC
DECREASED
Shares46,331 from 47,061
Change-730 (-2%)
Value$12.3M (+$313.6K)
Filed 2026-10-13
Legacy Trust
INCREASED
Shares46,302 from 44,753
Change+1,549 (+3%)
Value$12.6M (+$1.3M)
Filed 2026-11-06
Canal Capital Management, LLC
DECREASED
Shares46,293 from 46,715
Change-422 (-1%)
Value$12.3M (+$391.3K)
Filed 2026-11-10
HBK Sorce Advisory LLC
INCREASED
Shares46,227 from 44,818
Change+1,409 (+3%)
Value$12.6M (+$1.0M)
Filed 2026-11-06
Bogart Wealth, LLC
INCREASED
Shares46,036 from 45,347
Change+689 (+2%)
Value$12.2M (+$670.7K)
Filed 2026-11-10
Avantax Planning Partners, Inc.
INCREASED
Shares45,842 from 45,393
Change+449 (+1%)
Value$12.1M (+$607.7K)
Filed 2026-11-03
Ledyard National Bank
INCREASED
Shares45,820 from 45,244
Change+576 (+1%)
Value$12.1M (+$639.8K)
Filed 2026-10-21
Confluence Wealth Services, Inc.
DECREASED
Shares45,773 from 49,349
Change-3,576 (-7%)
Value$12.1M (-$415.4K)
Filed 2026-11-05
Strategic Wealth Investment Group, LLC
DECREASED
Shares45,609 from 48,023
Change-2,414 (-5%)
Value$12.1M (-$121.8K)
Filed 2026-10-29
Alpha Omega Wealth Management LLC
DECREASED
Shares45,521 from 46,163
Change-642 (-1%)
Value$12.1M (+$327.2K)
Filed 2026-10-23
Morningstar Investment Management LLC
INCREASED
Shares45,236 from 43,576
Change+1,660 (+4%)
Value$12.0M (+$1.3M)
Filed 2026-11-09
VAN Strum & Towne Inc.
INCREASED
Shares45,074 from 44,632
Change+442 (+1%)
Value$11.9M (+$597.7K)
Filed 2026-11-06
Telos Capital Management, Inc.
DECREASED
Shares45,050 from 46,049
Change-999 (-2%)
Value$11.9M (+$231.7K)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares44,888 from 37,265
Change+7,623 (+20%)
Value$11.9M (+$2.4M)
Filed 2026-11-05
Washington Trust Advisors, Inc.
DECREASED
Shares44,887 from 44,934
Change-47 (0%)
Value$11.9M (+$471.5K)
Filed 2026-10-22
Sage Capital Advisors,llc
INCREASED
Shares44,818 from 44,744
Change+74 (+0%)
Value$11.9M (+$501.4K)
Filed 2026-10-13
Windle Wealth, LLC
DECREASED
Shares44,803 from 45,541
Change-738 (-2%)
Value$11.9M (+$295.1K)
Filed 2026-11-09
First National Bank & Trust Co of Newtown
DECREASED
Shares44,607 from 44,991
Change-384 (-1%)
Value$12.2M (+$653.2K)
Filed 2026-11-09
Dudley Capital Management, LLC
INCREASED
Shares44,577 from 44,575
Change+2 (0%)
Value$11.8M (+$480.7K)
Filed 2026-10-23
Appleton Partners Inc
DECREASED
Shares44,537 from 45,874
Change-1,337 (-3%)
Value$11.8M (+$140.0K)
Filed 2026-10-30
Stokes Capital Advisors, LLC
INCREASED
Shares44,204 from 43,686
Change+518 (+1%)
Value$11.7M (+$607.6K)
Filed 2026-10-09
One Way Holdings LLC
INCREASED
Shares44,201 from 4,556
Change+39,645 (+870%)
Value$11.7M (+$10.5M)
Filed 2026-10-29
Spring Capital Management, LLC
INCREASED
Shares44,008 from 43,834
Change+174 (+0%)
Value$11.7M (+$518.2K)
Filed 2026-10-09
Kavar Capital Partners Group, LLC
INCREASED
Shares43,822 from 43,615
Change+207 (+0%)
Value$11.6M (+$524.5K)
Filed 2026-11-06
Towne Trust Company, N.a
DECREASED
Shares43,625 from 44,360
Change-735 (-2%)
Value$11.5M (+$283.2K)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares43,432 from 47,366
Change-3,934 (-8%)
Value$11.5M (-$531.5K)
Filed 2026-11-03
Smithbridge Asset Management Inc
DECREASED
Shares43,322 from 43,597
Change-275 (-1%)
Value$11.5M (+$396.8K)
Filed 2026-10-19
Granite Investment Partners, LLC
DECREASED
Shares43,301 from 45,042
Change-1,741 (-4%)
Value$11.5M (+$24.2K)
Filed 2026-11-04
Pennsylvania Capital Management Inc
INCREASED
Shares43,293 from 42,653
Change+640 (+2%)
Value$11.5M (+$628.8K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares43,048 from 43,755
Change-707 (-2%)
Value$11.4M (+$284.1K)
Filed 2026-10-13
Thompson Investment Management, Inc.
DECREASED
Shares42,854 from 48,713
Change-5,859 (-12%)
Value$11.3M (-$1.0M)
Filed 2026-10-14
Cohen Capital Management, Inc.
UNCHANGED
Shares42,818 from 42,818
Change0 (0%)
Value$11.3M (+$461.2K)
Filed 2026-10-14
Pettee Investors, Inc.
INCREASED
Shares42,764 from 41,619
Change+1,145 (+3%)
Value$11.3M (+$751.4K)
Filed 2026-11-09
Fusion Capital, LLC
INCREASED
Shares42,595 from 41,754
Change+841 (+2%)
Value$11.3M (+$672.3K)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares42,589 from 40,175
Change+2,414 (+6%)
Value$11.3M (+$1.1M)
Filed 2026-10-28
Indivisible Partners
INCREASED
Shares42,233 from 25,301
Change+16,932 (+67%)
Value$11.2M (+$4.8M)
Filed 2026-10-26
Harbor Investment Advisory, LLC
INCREASED
Shares42,179 from 41,765
Change+414 (+1%)
Value$11.2M (+$559.4K)
Filed 2026-10-13
Hamilton Point Investment Advisors, LLC
INCREASED
Shares41,920 from 41,843
Change+77 (+0%)
Value$11.1M (+$471.0K)
Filed 2026-11-03
Pioneer Trust Bank N A
INCREASED
Shares41,897 from 40,771
Change+1,126 (+3%)
Value$11.1M (+$737.2K)
Filed 2026-11-06
Lawson Kroeker Investment Management Inc
DECREASED
Shares41,778 from 43,491
Change-1,713 (-4%)
Value$11.1M (+$14.9K)
Filed 2026-10-22
Martin Capital Partners, LLC
DECREASED
Shares41,765 from 41,803
Change-38 (0%)
Value$11.1M (+$440.3K)
Filed 2026-10-07
IFG Advisory, LLC
INCREASED
Shares41,755 from 39,578
Change+2,177 (+6%)
Value$11.1M (+$1.0M)
Filed 2026-11-09
Princeton Global Asset Management LLC
DECREASED
Shares41,634 from 41,882
Change-248 (-1%)
Value$11.0M (+$385.4K)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares41,616 from 34,052
Change+7,564 (+22%)
Value$10.7M (+$1.9M)
Filed 2026-10-09
Radnor Capital Management, LLC
DECREASED
Shares41,560 from 42,628
Change-1,068 (-3%)
Value$11.0M (+$176.4K)
Filed 2026-10-23
Thompson Siegel & Walmsley LLC
DECREASED
Shares41,557 from 41,916
Change-359 (-1%)
Value$11.0M (+$357.0K)
Filed 2026-11-05
Mengis Capital Management, Inc.
INCREASED
Shares41,252 from 40,975
Change+277 (+1%)
Value$10.9M (+$514.6K)
Filed 2026-10-13
SevenBridge Financial Group, LLC
DECREASED
Shares41,215 from 43,610
Change-2,395 (-5%)
Value$10.7M (-$616.0K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares41,184 from 41,949
Change-765 (-2%)
Value$10.9M (+$249.3K)
Filed 2026-10-07
Penn Davis Mcfarland Inc
DECREASED
Shares41,142 from 41,217
Change-75 (0%)
Value$10.9M (+$424.1K)
Filed 2026-10-23
Columbus Macro, LLC
INCREASED
Shares40,953 from 35,867
Change+5,086 (+14%)
Value$10.8M (+$1.7M)
Filed 2026-10-14
SAX Wealth Advisors, LLC
INCREASED
Shares40,886 from 36,609
Change+4,277 (+12%)
Value$10.8M (+$1.9M)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares40,810 from 31,901
Change+8,909 (+28%)
Value$10.8M (+$2.7M)
Filed 2026-10-26
Capital City Trust Co
INCREASED
Shares40,702 from 40,666
Change+36 (+0%)
Value$10.8M (+$447.5K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares40,492 from 38,636
Change+1,856 (+5%)
Value$10.7M (+$907.4K)
Filed 2026-10-13
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares40,385 from 43,284
Change-2,899 (-7%)
Value$10.7M (-$301.8K)
Filed 2026-10-30
Slocum, Gordon & Co LLP
DECREASED
Shares40,277 from 42,489
Change-2,212 (-5%)
Value$10.7M (-$128.0K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares40,241 from 43,533
Change-3,292 (-8%)
Value$10.7M (-$402.6K)
Filed 2026-10-15
Harrell Investment Partners, LLC
DECREASED
Shares40,191 from 40,541
Change-350 (-1%)
Value$10.6M (+$343.8K)
Filed 2026-10-15
Baxter Bros Inc
DECREASED
Shares40,157 from 40,350
Change-193 (0%)
Value$10.6M (+$383.5K)
Filed 2026-11-04
Family Capital Trust Co
DECREASED
Shares40,130 from 40,402
Change-272 (-1%)
Value$10.6M (+$362.7K)
Filed 2026-10-22
Aaron Wealth Advisors LLC
DECREASED
Shares40,113 from 41,786
Change-1,673 (-4%)
Value$10.6M (+$7.0K)
Filed 2026-10-13
Addison Capital Co
DECREASED
Shares40,053 from 45,483
Change-5,430 (-12%)
Value$10.6M (-$947.6K)
Filed 2026-11-09
Northstar Group, Inc.
DECREASED
Shares40,030 from 41,370
Change-1,340 (-3%)
Value$10.6M (+$90.9K)
Filed 2026-11-10
Genus Capital Management Inc.
DECREASED
Shares39,907 from 48,853
Change-8,946 (-18%)
Value$10.6M (-$1.8M)
Filed 2026-11-04
Fogel Capital Management, Inc.
INCREASED
Shares39,898 from 39,013
Change+885 (+2%)
Value$10.6M (+$654.5K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares39,876 from 38,760
Change+1,116 (+3%)
Value$10.6M (+$712.9K)
Filed 2026-10-16
Royal Fund Management, LLC
INCREASED
Shares39,807 from 37,731
Change+2,076 (+6%)
Value$10.5M (+$948.5K)
Filed 2026-10-22
Little House Capital LLC
DECREASED
Shares39,804 from 40,136
Change-332 (-1%)
Value$10.5M (+$344.6K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares39,674 from 32,127
Change+7,547 (+23%)
Value$10.5M (+$2.3M)
Filed 2026-10-14
Adell Harriman & Carpenter Inc
INCREASED
Shares39,662 from 36,227
Change+3,435 (+9%)
Value$10.5M (+$1.3M)
Filed 2026-11-02
Private Advisory Group LLC
DECREASED
Shares39,472 from 43,812
Change-4,340 (-10%)
Value$10.4M (-$677.1K)
Filed 2026-11-06
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares39,472 from 38,677
Change+795 (+2%)
Value$10.4M (+$627.0K)
Filed 2026-10-23
Somerset Trust Co
DECREASED
Shares39,398 from 39,817
Change-419 (-1%)
Value$10.4M (+$317.9K)
Filed 2026-10-13
BCM Advisors, LLC
DECREASED
Shares39,260 from 39,425
Change-165 (0%)
Value$10.7M (+$341.3K)
Filed 2026-11-03
Searle & Co.
UNCHANGED
Shares39,252 from 39,252
Change0 (0%)
Value$10.4M (+$422.7K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares39,016 from 37,978
Change+1,038 (+3%)
Value$10.3M (+$684.0K)
Filed 2026-10-21
Marietta Wealth Management, LLC
DECREASED
Shares38,929 from 39,543
Change-614 (-2%)
Value$9.9M (-$158.3K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares38,922 from 38,497
Change+425 (+1%)
Value$10.3M (+$527.2K)
Filed 2026-10-20
SouthState Bank Corp
DECREASED
Shares38,787 from 39,685
Change-898 (-2%)
Value$10.3M (+$189.7K)
Filed 2026-11-09
Burke & Herbert Bank & Trust Co
DECREASED
Shares38,674 from 39,190
Change-516 (-1%)
Value$10.2M (+$285.5K)
Filed 2026-11-02
Stonebridge Financial Group, LLC
INCREASED
Shares38,550 from 38,063
Change+487 (+1%)
Value$10.2M (+$538.9K)
Filed 2026-10-01
Bonness Enterprises Inc
UNCHANGED
Shares38,538 from 38,538
Change0 (0%)
Value$10.2M (+$415.1K)
Filed 2026-10-08
Coston, McIsaac & Partners
INCREASED
Shares38,526 from 38,170
Change+356 (+1%)
Value$10.2M (+$506.5K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED
Shares38,519 from 38,004
Change+515 (+1%)
Value$10.2M (+$545.6K)
Filed 2026-10-08
Eagle Rock Investment Company, LLC
DECREASED
Shares38,519 from 38,631
Change-112 (0%)
Value$10.2M (+$386.4K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
DECREASED
Shares38,330 from 39,490
Change-1,160 (-3%)
Value$10.1M (+$118.3K)
Filed 2026-10-13
Independence Bank of Kentucky
DECREASED
Shares38,272 from 39,479
Change-1,207 (-3%)
Value$10.1M (+$105.6K)
Filed 2026-10-26
Donaldson Capital Management, LLC
INCREASED
Shares38,162 from 37,882
Change+280 (+1%)
Value$10.1M (+$482.2K)
Filed 2026-11-09
TCI Wealth Advisors, Inc.
DECREASED
Shares37,966 from 38,577
Change-611 (-2%)
Value$10.1M (+$253.8K)
Filed 2026-10-30
Accurate Wealth Management, LLC
INCREASED
Shares37,817 from 32,380
Change+5,437 (+17%)
Value$9.4M (+$1.1M)
Filed 2026-10-20
Congress Asset Management Co
INCREASED
Shares37,492 from 5,359
Change+32,133 (+600%)
Value$9.9M (+$8.6M)
Filed 2026-10-06
Petredis Investment Advisors LLC
INCREASED
Shares37,446 from 37,247
Change+199 (+1%)
Value$9.9M (+$453.8K)
Filed 2026-10-20
Addenda Capital Inc.
UNCHANGED
Shares37,400 from 37,400
Change0 (0%)
Value$9.9M (+$402.8K)
Filed 2026-10-13
Archford Capital Strategies, LLC
DECREASED
Shares37,293 from 40,636
Change-3,343 (-8%)
Value$9.9M (-$447.3K)
Filed 2026-10-19
Ipswich Investment Management Co., Inc.
DECREASED
Shares37,233 from 37,293
Change-60 (0%)
Value$9.9M (+$385.8K)
Filed 2026-10-13
Mattern Capital Management, LLC
DECREASED
Shares37,068 from 39,870
Change-2,802 (-7%)
Value$9.8M (-$312.4K)
Filed 2026-11-02
Rede Wealth, LLC
INCREASED
Shares37,051 from 37,050
Change+1 (0%)
Value$9.8M (+$399.1K)
Filed 2026-10-22
NTV Asset Management LLC
INCREASED
Shares37,037 from 32,909
Change+4,128 (+13%)
Value$9.8M (+$1.4M)
Filed 2026-10-23
Aviance Capital Partners, LLC
INCREASED
Shares36,981 from 36,810
Change+171 (+0%)
Value$9.8M (+$441.7K)
Filed 2026-10-29
Profund Advisors LLC
INCREASED
Shares36,953 from 32,688
Change+4,265 (+13%)
Value$9.8M (+$1.5M)
Filed 2026-10-29
Excalibur Management Corp
DECREASED
Shares36,807 from 37,287
Change-480 (-1%)
Value$9.7M (+$274.2K)
Filed 2026-11-02
Sentry LLC
DECREASED
Shares36,743 from 37,524
Change-781 (-2%)
Value$9.7M (+$197.4K)
Filed 2026-10-30
SteelPeak Wealth, LLC
DECREASED
Shares36,704 from 90,701
Change-53,997 (-60%)
Value$9.7M (-$13.3M)
Filed 2026-10-16
Greenwood Capital Associates LLC
DECREASED
Shares36,554 from 37,981
Change-1,427 (-4%)
Value$9.7M (+$31.3K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED
Shares36,486 from 36,864
Change-378 (-1%)
Value$9.7M (+$296.9K)
Filed 2026-10-23
Eastover Investment Advisors LLC
DECREASED
Shares36,142 from 37,416
Change-1,274 (-3%)
Value$9.6M (+$65.7K)
Filed 2026-10-05
Prentiss Smith & Co Inc
DECREASED
Shares35,720 from 36,195
Change-475 (-1%)
Value$9.5M (+$264.1K)
Filed 2026-10-27
Stolper Co
INCREASED
Shares35,720 from 35,608
Change+112 (+0%)
Value$9.5M (+$9.4M)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares35,676 from 36,303
Change-627 (-2%)
Value$9.4M (+$225.0K)
Filed 2026-10-06
Boit C F David
UNCHANGED
Shares35,500 from 35,500
Change0 (0%)
Value$9.4M (+$382.3K)
Filed 2026-10-29
Chatham Capital Group, Inc.
INCREASED
Shares35,464 from 34,213
Change+1,251 (+4%)
Value$9.4M (+$699.5K)
Filed 2026-10-16
Jefferies Financial Group Inc.
DECREASED
Shares35,424 from 68,010
Change-32,586 (-48%)
Value$9.4M (-$7.9M)
Filed 2026-11-05
Constitution Capital LLC
INCREASED
Shares35,335 from 31,820
Change+3,515 (+11%)
Value$9.4M (+$1.3M)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares35,060 from 35,778
Change-718 (-2%)
Value$9.3M (+$212.1K)
Filed 2026-10-30
Beutel, Goodman & Co Ltd.
DECREASED
Shares34,971 from 36,671
Change-1,700 (-5%)
Value$9.3M (-$55.0K)
Filed 2026-11-04
Sava Infond d.o.o.
INCREASED
Shares34,930 from 16,905
Change+18,025 (+107%)
Value$9.2M (+$5.0M)
Filed 2026-10-28
First Premier Bank
DECREASED
Shares34,826 from 36,024
Change-1,198 (-3%)
Value$9.2M (+$9.2M)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED
Shares34,612 from 34,137
Change+475 (+1%)
Value$9.2M (+$493.3K)
Filed 2026-10-30
Monte Financial Group, LLC
INCREASED
Shares34,608 from 33,979
Change+629 (+2%)
Value$9.2M (+$451.6K)
Filed 2026-11-02
Harbour Trust & Investment Management Co
DECREASED
Shares34,570 from 35,017
Change-447 (-1%)
Value$9.2M (+$258.8K)
Filed 2026-10-28
Ascentis Independent Advisors
INCREASED
Shares34,560 from 175
Change+34,385 (+19649%)
Value$9.2M (+$9.1M)
Filed 2026-11-03
Florida Financial Advisors, LLC
INCREASED
Shares34,340 from 31,192
Change+3,148 (+10%)
Value$9.1M (+$1.2M)
Filed 2026-11-09
Asset Planning Services Inc
DECREASED
Shares34,269 from 34,679
Change-410 (-1%)
Value$9.1M (+$265.0K)
Filed 2026-10-15
Cypress Asset Management Inc
DECREASED
Shares34,248 from 34,542
Change-294 (-1%)
Value$9.1M (+$294.2K)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
INCREASED
Shares34,219 from 33,482
Change+737 (+2%)
Value$9.1M (+$555.9K)
Filed 2026-10-27
Mechanics Bank Trust Department
DECREASED
Shares34,202 from 36,853
Change-2,651 (-7%)
Value$9.1M (-$304.9K)
Filed 2026-10-13
Leuthold Group, LLC
INCREASED
Shares34,031 from 31,085
Change+2,946 (+9%)
Value$9.0M (+$1.1M)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares33,995 from 22,980
Change+11,015 (+48%)
Value$9.0M (+$3.2M)
Filed 2026-11-03
Fourpath Capital Management, LLC
DECREASED
Shares33,971 from 35,300
Change-1,329 (-4%)
Value$9.0M (+$28.3K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED
Shares33,923 from 34,711
Change-788 (-2%)
Value$9.0M (+$165.1K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares33,753 from 33,355
Change+398 (+1%)
Value$8.9M (+$464.5K)
Filed 2026-10-26
Romano Brothers and Company
DECREASED
Shares33,649 from 34,233
Change-584 (-2%)
Value$8.9M (+$214.1K)
Filed 2026-10-22
West Branch Capital LLC
DECREASED
Shares33,392 from 33,416
Change-24 (0%)
Value$8.8M (+$353.5K)
Filed 2026-10-20
TritonPoint Partners, LLC
DECREASED
Shares33,295 from 74,443
Change-41,148 (-55%)
Value$8.8M (-$10.1M)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares33,287 from 13,397
Change+19,890 (+148%)
Value$8.8M (+$5.4M)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares33,106 from 33,028
Change+78 (+0%)
Value$8.8M (+$376.1K)
Filed 2026-11-05
McBroom & Associates, LLC
DECREASED
Shares32,884 from 36,886
Change-4,002 (-11%)
Value$8.7M (-$662.2K)
Filed 2026-10-29
Fulcrum Asset Management LLP
INCREASED
Shares32,760 from 20,815
Change+11,945 (+57%)
Value$8.8M (+$3.4M)
Filed 2026-11-04
Financial & Tax Architects, LLC
DECREASED
Shares32,684 from 33,269
Change-585 (-2%)
Value$8.7M (+$203.4K)
Filed 2026-10-15
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares32,649 from 32,649
Change0 (0%)
Value$8.6M (+$351.6K)
Filed 2026-10-22
James Investment Research, Inc.
DECREASED
Shares32,561 from 34,169
Change-1,608 (-5%)
Value$8.6M (-$57.7K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
INCREASED
Shares32,499 from 30,694
Change+1,805 (+6%)
Value$8.6M (+$615.5K)
Filed 2026-10-27
Mcdonald Partners LLC
INCREASED
Shares32,185 from 32,121
Change+64 (+0%)
Value$8.5M (+$362.9K)
Filed 2026-11-03
Foyston, Gordon & Payne Inc
UNCHANGED
Shares32,130 from 32,130
Change0 (0%)
Value$8.5M (+$346.0K)
Filed 2026-11-02
Integrated Advisors Network LLC
INCREASED
Shares32,055 from 32,020
Change+35 (+0%)
Value$8.5M (+$354.0K)
Filed 2026-10-20
Atlas Brown,Inc.
DECREASED
Shares32,014 from 32,094
Change-80 (0%)
Value$8.5M (+$324.5K)
Filed 2026-10-09
Silver Lake Advisory, LLC
INCREASED
Shares31,987 from 31,985
Change+2 (+0%)
Value$8.5M (+$345.1K)
Filed 2026-10-22
Chronos Wealth Management, LLC
DECREASED
Shares31,985 from 32,017
Change-32 (0%)
Value$8.5M (+$336.4K)
Filed 2026-10-20
NovaPoint Capital, LLC
DECREASED
Shares31,835 from 32,178
Change-343 (-1%)
Value$8.4M (+$255.9K)
Filed 2026-10-22
VestGen Advisors, LLC
DECREASED
Shares31,756 from 35,531
Change-3,775 (-11%)
Value$8.4M (-$616.8K)
Filed 2026-10-27
Generali Investments, Management Co LLC
DECREASED
Shares31,727 from 32,881
Change-1,154 (-4%)
Value$8.4M (+$48.6K)
Filed 2026-10-19
Cordatus Wealth Management LLC
DECREASED
Shares31,690 from 32,020
Change-330 (-1%)
Value$8.4M (+$257.5K)
Filed 2026-10-19
JGP Wealth Management, LLC
DECREASED
Shares31,650 from 32,356
Change-706 (-2%)
Value$8.4M (+$161.6K)
Filed 2026-10-13
Family Legacy, Inc.
INCREASED
Shares31,425 from 31,020
Change+405 (+1%)
Value$8.3M (+$441.3K)
Filed 2026-10-13
Clarity Wealth Advisors, LLC
INCREASED
Shares31,413 from 30,927
Change+486 (+2%)
Value$8.3M (+$461.8K)
Filed 2026-10-21
Fulton Bank, N.A.
DECREASED
Shares31,331 from 32,005
Change-674 (-2%)
Value$8.3M (+$166.3K)
Filed 2026-10-14
1834 Investment Advisors Co
DECREASED
Shares31,305 from 36,351
Change-5,046 (-14%)
Value$8.3M (-$944.3K)
Filed 2026-10-16
Iowa State Bank
DECREASED
Shares31,226 from 33,394
Change-2,168 (-6%)
Value$8.3M (-$214.3K)
Filed 2026-10-06
Uncommon Cents Investing Inc
INCREASED
Shares31,185 from 30,737
Change+448 (+1%)
Value$8.3M (+$449.6K)
Filed 2026-10-20
Rockline Wealth Management, LLC
DECREASED
Shares31,001 from 31,519
Change-518 (-2%)
Value$8.2M (+$202.4K)
Filed 2026-10-26
Norden Group LLC
DECREASED
Shares30,816 from 34,402
Change-3,586 (-10%)
Value$8.2M (-$578.4K)
Filed 2026-10-20
DLK Investment Management, LLC
DECREASED
Shares30,778 from 33,009
Change-2,231 (-7%)
Value$8.1M (+$3.3M)
Filed 2026-10-09
Tompkins Financial Corp
DECREASED
Shares30,728 from 30,781
Change-53 (0%)
Value$8.1M (+$317.5K)
Filed 2026-10-05
Flagship Harbor Advisors, LLC
INCREASED
Shares30,719 from 30,533
Change+186 (+1%)
Value$8.1M (+$378.1K)
Filed 2026-10-26
Convergence Investment Partners, LLC
INCREASED
Shares30,696 from 29,971
Change+725 (+2%)
Value$8.1M (+$514.7K)
Filed 2026-10-28
Philadelphia Trust Co
UNCHANGED
Shares30,688 from 30,688
Change0 (0%)
Value$8.1M (+$330.0K)
Filed 2026-11-05
Annex Advisory Services, LLC
INCREASED
Shares30,668 from 28,619
Change+2,049 (+7%)
Value$8.1M (+$850.7K)
Filed 2026-10-16
Mogy Joel R Investment Counsel Inc
DECREASED
Shares30,620 from 30,730
Change-110 (0%)
Value$8.1M (+$301.8K)
Filed 2026-10-13
Warren Street Wealth Advisors, LLC
INCREASED
Shares30,552 from 29,570
Change+982 (+3%)
Value$8.1M (+$578.4K)
Filed 2026-11-04
City Holding Co
INCREASED
Shares30,489 from 29,051
Change+1,438 (+5%)
Value$8.1M (+$693.2K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
DECREASED
Shares30,475 from 30,534
Change-59 (0%)
Value$8.1M (+$313.1K)
Filed 2026-11-03
LVW Advisors, LLC
INCREASED
Shares30,371 from 24,697
Change+5,674 (+23%)
Value$8.0M (+$1.8M)
Filed 2026-10-19
Plimoth Trust Co LLC
DECREASED
Shares30,316 from 30,772
Change-456 (-1%)
Value$8.0M (+$210.7K)
Filed 2026-10-26
Aull & Monroe Investment Management Corp
DECREASED
Shares30,281 from 30,562
Change-281 (-1%)
Value$8.0M (+$254.8K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares30,190
Change+30,190
Value$8.1K
Filed 2026-11-03
Berman McAleer LLC
INCREASED
Shares30,001 from 29,864
Change+137 (+0%)
Value$7.9M (+$357.9K)
Filed 2026-10-16
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$7.9M (+$323.1K)
Filed 2026-11-06
Vestor Capital, LLC
DECREASED
Shares29,988 from 71,452
Change-41,464 (-58%)
Value$4.4K (-$49.1K)
Filed 2026-11-04
SGL Investment Advisors, Inc.
INCREASED
Shares29,962 from 29,360
Change+602 (+2%)
Value$8.3M (+$589.3K)
Filed 2026-11-09
Procyon Advisors, LLC
DECREASED
Shares29,927 from 30,495
Change-568 (-2%)
Value$7.9M (+$178.1K)
Filed 2026-10-21
Scissortail Wealth Management, LLC
INCREASED
Shares29,848 from 29,667
Change+181 (+1%)
Value$7.9M (+$367.4K)
Filed 2026-11-03
Curbstone Financial Management Corp
DECREASED
Shares29,824 from 30,788
Change-964 (-3%)
Value$7.9M (+$76.4K)
Filed 2026-10-21
Builder Investment Group Inc
DECREASED
Shares29,664 from 29,676
Change-12 (0%)
Value$7.9M (+$316.4K)
Filed 2026-10-22
New England Research & Management, Inc.
INCREASED
Shares29,662 from 29,527
Change+135 (+0%)
Value$7.9M (+$353.7K)
Filed 2026-10-16
Davis Investment Partners, LLC
INCREASED
Shares29,578 from 29,096
Change+482 (+2%)
Value$7.8M (+$441.2K)
Filed 2026-11-05
Physicians Financial Services, Inc.
INCREASED
Shares29,561 from 23,841
Change+5,720 (+24%)
Value$7.8M (+$1.8M)
Filed 2026-11-04
Emerald Investment Advisers, LLC
DECREASED
Shares29,542 from 32,530
Change-2,988 (-9%)
Value$7.8M (-$440.7K)
Filed 2026-11-09
Integrity Alliance, Llc.
DECREASED
Shares29,535 from 30,960
Change-1,425 (-5%)
Value$7.8M (-$43.7K)
Filed 2026-10-29
Blume Capital Management, Inc.
DECREASED
Shares29,461 from 45,083
Change-15,622 (-35%)
Value$7.8M (-$3.7M)
Filed 2026-10-26
Geneos Wealth Management Inc.
INCREASED
Shares29,297 from 27,094
Change+2,203 (+8%)
Value$7.8M (+$874.9K)
Filed 2026-11-09
BG Investment Services, LLC
NEW
Shares29,241
Change+29,241
Value$7.7M
Filed 2026-10-23
Clear Trail Advisors, LLC
DECREASED
Shares29,077 from 30,766
Change-1,689 (-5%)
Value$7.7M (-$115.6K)
Filed 2026-10-20
LMG Wealth Partners, LLC
INCREASED
Shares28,963 from 28,684
Change+279 (+1%)
Value$7.7M (+$382.8K)
Filed 2026-11-05
CFS Investment Advisory Services, LLC
DECREASED
Shares28,828 from 29,062
Change-234 (-1%)
Value$7.3M (-$299.7K)
Filed 2026-10-19
Crossmark Global Holdings, Inc.
DECREASED
Shares28,815 from 34,792
Change-5,977 (-17%)
Value$7.6M (-$1.2M)
Filed 2026-10-21
Marco Investment Management LLC
DECREASED
Shares28,780 from 28,817
Change-37 (0%)
Value$7.6M (+$300.6K)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares28,768 from 27,845
Change+923 (+3%)
Value$7.6M (+$544.4K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares28,581 from 27,201
Change+1,380 (+5%)
Value$7.6M (+$655.1K)
Filed 2026-11-03
Victrix Investment Advisors
INCREASED
Shares28,505 from 28,068
Change+437 (+2%)
Value$7.5M (+$417.8K)
Filed 2026-10-13
Inspire Trust Co, N.A.
DECREASED
Shares28,500 from 31,500
Change-3,000 (-10%)
Value$7.5M (-$455.0K)
Filed 2026-11-05
Bath Savings Trust Co
DECREASED
Shares28,307 from 28,902
Change-595 (-2%)
Value$7.5M (+$153.8K)
Filed 2026-10-07
Walter Public Investments Inc.
DECREASED
Shares28,216 from 66,934
Change-38,718 (-58%)
Value$7.5M (-$9.5M)
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares28,215 from 30,107
Change-1,892 (-6%)
Value$7.5M (-$176.6K)
Filed 2026-10-22
HighPoint Advisor Group LLC
INCREASED
Shares28,198 from 27,404
Change+794 (+3%)
Value$7.5M (+$505.3K)
Filed 2026-11-09
Nixon Peabody Trust Co
INCREASED
Shares28,134 from 22,335
Change+5,799 (+26%)
Value$7.4M (+$1.8M)
Filed 2026-10-23
Baugh & Associates, LLC
INCREASED
Shares28,123 from 26,273
Change+1,850 (+7%)
Value$6.7M (+$56.1K)
Filed 2026-10-16
Mraz, Amerine & Associates, Inc.
INCREASED
Shares28,005 from 27,909
Change+96 (+0%)
Value$7.4M (+$326.0K)
Filed 2026-10-30
Harbor Capital Advisors, Inc.
DECREASED
Shares27,920 from 28,172
Change-252 (-1%)
Value$7.4M (+$237.0K)
Filed 2026-10-22
Mystic Asset Management, Inc.
DECREASED
Shares27,903 from 28,377
Change-474 (-2%)
Value$7.4M (+$180.0K)
Filed 2026-10-15
Hall Laurie J Trustee
DECREASED
Shares27,880 from 30,162
Change-2,282 (-8%)
Value$7.4M (-$279.3K)
Filed 2026-10-06
PFG Advisors
DECREASED
Shares27,834 from 28,720
Change-886 (-3%)
Value$7.4M (+$74.5K)
Filed 2026-10-16
RKL Wealth Management LLC
INCREASED
Shares27,711 from 27,368
Change+343 (+1%)
Value$7.3M (+$385.6K)
Filed 2026-10-16
Altrius Capital Management Inc
DECREASED
Shares27,595 from 27,638
Change-43 (0%)
Value$7.3M (+$286.2K)
Filed 2026-11-05
Means Investment Co., Inc.
DECREASED
Shares27,570 from 28,110
Change-540 (-2%)
Value$7.3M (+$159.8K)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares27,530 from 27,872
Change-342 (-1%)
Value$7.3M (+$209.7K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares27,522 from 4,405
Change+23,117 (+525%)
Value$7.3M (+$6.2M)
Filed 2026-10-16
PKO Investment Management Joint-Stock Co
DECREASED
Shares27,500 from 28,200
Change-700 (-2%)
Value$7.3M (+$118.4K)
Filed 2026-10-19
Atwater Malick LLC
DECREASED
Shares27,494 from 27,778
Change-284 (-1%)
Value$7.3M (+$224.0K)
Filed 2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares27,401 from 26,680
Change+721 (+3%)
Value$7.3M (+$478.1K)
Filed 2026-11-04
Pavion Blue Capital, LLC
DECREASED
Shares27,369 from 27,864
Change-495 (-2%)
Value$7.2M (+$169.2K)
Filed 2026-11-05
Burney Co/
DECREASED
Shares27,354 from 28,586
Change-1,232 (-4%)
Value$7.2M (-$18.2K)
Filed 2026-10-15
Stablepoint Partners, LLC
DECREASED
Shares27,321 from 29,950
Change-2,629 (-9%)
Value$7.2M (-$373.4K)
Filed 2026-11-03
Atwood & Palmer Inc
INCREASED
Shares27,278 from 24,671
Change+2,607 (+11%)
Value$7.2M (+$956.1K)
Filed 2026-10-08
Northcape Wealth Management, LLC
DECREASED
Shares27,264 from 27,388
Change-124 (0%)
Value$7.2M (+$262.0K)
Filed 2026-11-04
McGuire Investment Group, LLC
INCREASED
Shares27,258 from 27,252
Change+6 (+0%)
Value$7.2M (+$295.0K)
Filed 2026-10-23
First American Bank
DECREASED
Shares27,224 from 30,983
Change-3,759 (-12%)
Value$7.2M (-$661.5K)
Filed 2026-10-27
Trust Point Inc.
INCREASED
Shares27,155 from 25,181
Change+1,974 (+8%)
Value$7.2M (+$793.8K)
Filed 2026-10-27
China Universal Asset Management Co., Ltd.
DECREASED
Shares27,151 from 28,214
Change-1,063 (-4%)
Value$7.3M (+$99.3K)
Filed 2026-10-28
Sweeney & Michel, LLC
DECREASED
Shares27,107 from 27,794
Change-687 (-2%)
Value$7.2M (-$28.9K)
Filed 2026-10-16
Hengehold Capital Management LLC
DECREASED
Shares26,967 from 27,583
Change-616 (-2%)
Value$7.1M (+$133.8K)
Filed 2026-10-16
Hendley & Co Inc
DECREASED
Shares26,942 from 27,024
Change-82 (0%)
Value$7.1M (+$7.1M)
Filed 2026-10-29
True Private Wealth Advisors
INCREASED
Shares26,925 from 26,804
Change+121 (+0%)
Value$7.1M (+$320.8K)
Filed 2026-10-19
Morse Asset Management, Inc
INCREASED
Shares26,894 from 26,231
Change+663 (+3%)
Value$7.1M (+$458.0K)
Filed 2026-11-09
Journey Advisory Group, LLC
INCREASED
Shares26,846 from 25,892
Change+954 (+4%)
Value$7.1M (+$531.3K)
Filed 2026-11-04
Trust Asset Management LLC
UNCHANGED
Shares26,761 from 26,761
Change0 (0%)
Value$7.1M (+$288.2K)
Filed 2026-11-03
Advisortrust Partners, LLC
INCREASED
Shares26,729 from 25,546
Change+1,183 (+5%)
Value$7.1M (+$588.3K)
Filed 2026-11-02
Asio Capital, LLC
INCREASED
Shares26,660 from 24,947
Change+1,713 (+7%)
Value$7.1M (+$722.2K)
Filed 2026-10-19
Hall Capital Management Co Inc
DECREASED
Shares26,593 from 27,021
Change-428 (-2%)
Value$7.0M (+$177.7K)
Filed 2026-11-09
Agate Pass Investment Management, LLC
DECREASED
Shares26,541 from 26,564
Change-23 (0%)
Value$7.0M (+$280.1K)
Filed 2026-10-20
First Pacific Financial
INCREASED
Shares26,468 from 22,381
Change+4,087 (+18%)
Value$7.0M (+$1.3M)
Filed 2026-10-14
Sterling Investment Advisors, Ltd.
DECREASED
Shares26,440 from 26,524
Change-84 (0%)
Value$7.0M (+$263.4K)
Filed 2026-10-27
Old Second National Bank of Aurora
DECREASED
Shares26,405 from 27,204
Change-799 (-3%)
Value$7.0M (+$81.5K)
Filed 2026-10-22
LS Investment Advisors, LLC
INCREASED
Shares26,397 from 26,260
Change+137 (+1%)
Value$7.0M (+$319.0K)
Filed 2026-10-13
ASO Group Ltd
INCREASED
Shares26,391 from 14,760
Change+11,631 (+79%)
Value$7.0M (+$3.2M)
Filed 2026-11-05
Whitener Capital Management, Inc.
INCREASED
Shares26,385 from 26,121
Change+264 (+1%)
Value$7.0M (+$351.2K)
Filed 2026-10-15
Clearstead Trust, LLC
INCREASED
Shares26,382 from 25,970
Change+412 (+2%)
Value$7.0M (+$388.6K)
Filed 2026-11-06
Grey Ledge Advisors, LLC
DECREASED
Shares26,365 from 27,060
Change-695 (-3%)
Value$7.0M (+$107.5K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares26,349 from 26,089
Change+260 (+1%)
Value$7.0M (+$349.8K)
Filed 2026-10-22
Waldron Private Wealth LLC
INCREASED
Shares26,345 from 26,341
Change+4 (+0%)
Value$7.0M (+$284.8K)
Filed 2026-11-02
Griffith & Werner, Inc.
INCREASED
Shares26,244 from 24,833
Change+1,411 (+6%)
Value$6.9M (+$640.9K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares26,127 from 26,353
Change-226 (-1%)
Value$6.9M (+$224.1K)
Filed 2026-10-14
SFE Investment Counsel
DECREASED
Shares26,118 from 26,617
Change-499 (-2%)
Value$6.9M (+$154.6K)
Filed 2026-10-29
Signet Investment Advisory Group, Inc.
DECREASED
Shares26,067 from 26,478
Change-411 (-2%)
Value$6.9M (+$176.4K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED
Shares26,048 from 24,885
Change+1,163 (+5%)
Value$6.9M (+$575.9K)
Filed 2026-10-16
Masterinvest Kapitalanlage GmbH
DECREASED
Shares25,989 from 30,423
Change-4,434 (-15%)
Value$6.9M (-$846.2K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares25,964 from 25,825
Change+139 (+1%)
Value$6.9M (+$314.9K)
Filed 2026-11-04
Ballast, Inc.
INCREASED
Shares25,874 from 25,218
Change+656 (+3%)
Value$6.8M (+$445.3K)
Filed 2026-10-20
Chapin Davis, Inc.
DECREASED
Shares25,834 from 25,860
Change-26 (0%)
Value$6.8M (+$271.5K)
Filed 2026-10-09
Exchange Bank
DECREASED
Shares25,823 from 26,800
Change-977 (-4%)
Value$6.8M (+$30.0K)
Filed 2026-10-07
Investment Advisory Services Inc
DECREASED
Shares25,816 from 26,036
Change-220 (-1%)
Value$6.8M (+$222.4K)
Filed 2026-10-27
Butensky & Cohen Financial Security, Inc
DECREASED
Shares25,774 from 26,840
Change-1,066 (-4%)
Value$6.8M (+$6.9K)
Filed 2026-10-13
R.H. Investment Group, LLC
DECREASED
Shares25,773 from 25,915
Change-142 (-1%)
Value$6.8M (+$241.5K)
Filed 2026-11-09
Portfolio Design Labs, LLC
DECREASED
Shares25,746 from 26,190
Change-444 (-2%)
Value$6.8M (+$164.5K)
Filed 2026-11-04
Delta Financial Advisors LLC
INCREASED
Shares25,730 from 25,593
Change+137 (+1%)
Value$6.8M (+$311.8K)
Filed 2026-10-27
Inscription Capital, LLC
DECREASED
Shares25,696 from 29,836
Change-4,140 (-14%)
Value$6.8M (-$774.6K)
Filed 2026-11-02
Studio Investment Management LLC
DECREASED
Shares25,606 from 26,678
Change-1,072 (-4%)
Value$6.8M (+$3.5K)
Filed 2026-10-22
Silverlake Wealth Management LLC
DECREASED
Shares25,604 from 25,888
Change-284 (-1%)
Value$6.8M (+$203.5K)
Filed 2026-10-21
Argyle Capital Management, LLC
DECREASED
Shares25,549 from 25,649
Change-100 (0%)
Value$6.8M (+$249.8K)
Filed 2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares25,547 from 25,918
Change-371 (-1%)
Value$6.8M (+$180.9K)
Filed 2026-10-15
Buckhead Capital Management LLC
INCREASED
Shares25,466 from 23,115
Change+2,351 (+10%)
Value$6.7M (+$871.4K)
Filed 2026-11-03
Thoroughbred Financial Services, LLC
DECREASED
Shares25,440 from 25,834
Change-394 (-2%)
Value$6.7M (+$174.0K)
Filed 2026-11-09
MCF Advisors LLC
INCREASED
Shares25,440 from 25,362
Change+78 (+0%)
Value$6.7M (+$293.9K)
Filed 2026-10-28
Aries Wealth Management
DECREASED
Shares25,384 from 25,436
Change-52 (0%)
Value$6.7M (+$260.2K)
Filed 2026-10-23
Founders Financial Securities LLC
INCREASED
Shares25,378 from 23,408
Change+1,970 (+8%)
Value$6.7M (+$773.7K)
Filed 2026-10-28
Moody National Bank Trust Division
DECREASED
Shares25,355 from 27,945
Change-2,590 (-9%)
Value$6.7M (-$384.7K)
Filed 2026-10-06
White Pine Capital LLC
DECREASED
Shares25,337 from 25,431
Change-94 (0%)
Value$6.7M (+$249.0K)
Filed 2026-11-09
Nwam LLC
INCREASED
Shares25,310 from 25,030
Change+280 (+1%)
Value$6.7M (+$343.8K)
Filed 2026-11-09
Promethium Advisors,llc
DECREASED
Shares25,303 from 25,483
Change-180 (-1%)
Value$6.7M (+$226.8K)
Filed 2026-10-19
McGinn Penninger Investment Management, Inc.
DECREASED
Shares25,281 from 25,942
Change-661 (-3%)
Value$6.7M (+$104.0K)
Filed 2026-11-09
Weatherly Asset Management L. P.
DECREASED
Shares25,234 from 26,996
Change-1,762 (-7%)
Value$6.7M (-$175.7K)
Filed 2026-10-20
Platform Technology Partners
INCREASED
Shares25,234 from 24,647
Change+587 (+2%)
Value$6.7M (+$420.7K)
Filed 2026-11-02
Impact Capital Partners LLC
DECREASED
Shares25,081 from 25,378
Change-297 (-1%)
Value$6.6M (+$194.7K)
Filed 2026-10-22
Cincinnati Casualty Co
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$6.6M (+$269.3K)
Filed 2026-11-03
Cincinnati Indemnity Co
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$6.6M (+$269.3K)
Filed 2026-11-03
Wasatch Advisors LP
DECREASED
Shares24,999 from 27,670
Change-2,671 (-10%)
Value$6.6M (-$409.1K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
DECREASED
Shares24,962 from 25,026
Change-64 (0%)
Value$6.5M (+$170.1K)
Filed 2026-10-13
Brady Family Wealth, LLC
DECREASED
Shares24,873 from 27,004
Change-2,131 (-8%)
Value$6.6M (-$273.4K)
Filed 2026-11-02
Applied Finance Capital Management, LLC
DECREASED
Shares24,797 from 25,604
Change-807 (-3%)
Value$6.6M (+$62.1K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
INCREASED
Shares24,762 from 23,211
Change+1,551 (+7%)
Value$6.6M (+$660.4K)
Filed 2026-10-16
Key FInancial Inc
DECREASED
Shares24,740 from 25,096
Change-356 (-1%)
Value$6.5M (+$176.1K)
Filed 2026-11-02
Oak Asset Management, LLC
DECREASED
Shares24,736 from 25,201
Change-465 (-2%)
Value$6.5M (+$148.3K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
DECREASED
Shares24,725 from 26,961
Change-2,236 (-8%)
Value$6.5M (-$301.7K)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED
Shares24,703 from 24,534
Change+169 (+1%)
Value$6.5M (+$309.1K)
Filed 2026-10-13
SVB Wealth LLC
DECREASED
Shares24,662 from 27,472
Change-2,810 (-10%)
Value$6.5M (-$448.0K)
Filed 2026-11-06
Capital Asset Advisory Services LLC
DECREASED
Shares24,662 from 26,233
Change-1,571 (-6%)
Value$6.6M (-$62.4K)
Filed 2026-10-30
Axxion S.A.
INCREASED
Shares24,649 from 24,549
Change+100 (+0%)
Value$6.5M (+$290.9K)
Filed 2026-10-22
Redmond Asset Management, LLC
DECREASED
Shares24,612 from 24,693
Change-81 (0%)
Value$6.5M (+$244.5K)
Filed 2026-10-27
Chicago Trust Co NA
INCREASED
Shares24,568 from 21,762
Change+2,806 (+13%)
Value$6.5M (+$977.2K)
Filed 2026-10-28
Hudson Edge Investment Partners Inc.
DECREASED
Shares24,546 from 31,250
Change-6,704 (-21%)
Value$6.5M (-$1.4M)
Filed 2026-10-28
Accretive Wealth Partners, LLC
INCREASED
Shares24,489 from 19,746
Change+4,743 (+24%)
Value$6.5M (+$1.5M)
Filed 2026-11-06
Barlow Wealth Partners, LLC
DECREASED
Shares24,448 from 24,463
Change-15 (0%)
Value$6.2M (-$214.7K)
Filed 2026-10-15
Patton Albertson Miller Group, LLC
INCREASED
Shares24,408 from 24,338
Change+70 (+0%)
Value$6.5M (+$280.7K)
Filed 2026-10-26
Thrive Capital Management, LLC
DECREASED
Shares24,345 from 26,428
Change-2,083 (-8%)
Value$6.4M (-$266.8K)
Filed 2026-10-28
James T. Borello RIA
INCREASED
Shares24,318 from 24,126
Change+192 (+1%)
Value$6.4M (+$310.6K)
Filed 2026-10-16
YHB Investment Advisors, Inc.
INCREASED
Shares24,315 from 24,249
Change+66 (+0%)
Value$6.4M (+$278.7K)
Filed 2026-10-08
Cullen Investment Group, Ltd.
DECREASED
Shares24,301 from 24,881
Change-580 (-2%)
Value$6.4M (+$90.0K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares24,294 from 25,549
Change-1,255 (-5%)
Value$6.4M (-$57.1K)
Filed 2026-10-15
Asset One Wealth Management LLC
INCREASED
Shares24,228 from 5,168
Change+19,060 (+369%)
Value$6.4M (+$5.1M)
Filed 2026-11-02
Northside Capital Management, LLC
DECREASED
Shares24,191 from 24,258
Change-67 (0%)
Value$6.4M (+$243.5K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares24,156 from 22,661
Change+1,495 (+7%)
Value$6.4M (+$639.8K)
Filed 2026-11-02
TFC Financial Management, Inc.
DECREASED
Shares24,134 from 48,938
Change-24,804 (-51%)
Value$6.4M (-$6.0M)
Filed 2026-10-26
RED Cedar Investment Management, LLC
UNCHANGED
Shares24,128 from 24,128
Change0 (0%)
Value$6.4M (+$259.9K)
Filed 2026-11-04
Tred Avon Family Wealth, LLC
DECREASED
Shares24,086 from 25,826
Change-1,740 (-7%)
Value$6.4M (-$182.5K)
Filed 2026-10-20
180 Wealth Advisors, LLC
INCREASED
Shares24,052 from 12,751
Change+11,301 (+89%)
Value$6.4M (+$3.1M)
Filed 2026-11-03
Marathon Capital Management
DECREASED
Shares24,006 from 25,121
Change-1,115 (-4%)
Value$6.4M (-$24.9K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares24,003 from 23,993
Change+10 (+0%)
Value$6.4M (+$261.1K)
Filed 2026-10-13
Sivik Global Healthcare LLC
INCREASED
Shares24,000 from 20,000
Change+4,000 (+20%)
Value$6.4M (+$6.3M)
Filed 2026-10-13
Brick & Kyle, Associates
INCREASED
Shares23,977 from 22,555
Change+1,422 (+6%)
Value$6.3M (+$834.2K)
Filed 2026-11-05
Embree Financial Group
INCREASED
Shares23,917 from 23,873
Change+44 (+0%)
Value$6.3M (+$268.7K)
Filed 2026-10-22
Azzad Asset Management Inc
DECREASED
Shares23,908 from 24,292
Change-384 (-2%)
Value$6.3M (+$160.0K)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares23,840 from 23,608
Change+232 (+1%)
Value$6.3M (+$315.7K)
Filed 2026-11-06
Brendel Financial Advisors LLC
DECREASED
Shares23,823 from 25,361
Change-1,538 (-6%)
Value$6.3M (-$134.0K)
Filed 2026-11-09
Nilsine Partners, LLC
DECREASED
Shares23,798 from 23,855
Change-57 (0%)
Value$6.3M (+$241.8K)
Filed 2026-11-02
Fruth Investment Management
DECREASED
Shares23,717 from 23,912
Change-195 (-1%)
Value$6.3M (+$6.3M)
Filed 2026-10-13
Aprio Wealth Management, LLC
INCREASED
Shares23,665 from 21,754
Change+1,911 (+9%)
Value$6.3M (+$740.1K)
Filed 2026-10-28
S-Bank Fund Management Ltd
INCREASED
Shares23,658 from 22,884
Change+774 (+3%)
Value$6.3M (+$451.4K)
Filed 2026-11-06
Alkeme Wealth, LLC
DECREASED
Shares23,614 from 24,683
Change-1,069 (-4%)
Value$6.3M (-$17.2K)
Filed 2026-10-08
Elite Wealth Management, Inc.
NEW
Shares23,106
Change+23,106
Value$6.1M
Filed 2026-11-03
RMR Wealth Builders
INCREASED
Shares23,089 from 22,056
Change+1,033 (+5%)
Value$6.1M (+$511.0K)
Filed 2026-10-22
Patten Group, Inc.
INCREASED
Shares23,087 from 22,927
Change+160 (+1%)
Value$6.1M (+$289.2K)
Filed 2026-10-26
Essex LLC
INCREASED
Shares23,061 from 22,708
Change+353 (+2%)
Value$6.1M (+$338.1K)
Filed 2026-10-14
Deseret Mutual Benefit Administrators
DECREASED
Shares23,023 from 23,848
Change-825 (-3%)
Value$6.1M (+$38.4K)
Filed 2026-11-04
Citadel Investment Advisory, Inc.
DECREASED
Shares23,001 from 23,054
Change-53 (0%)
Value$6.1M (+$234.0K)
Filed 2026-10-15
MSH Capital Advisors LLC
INCREASED
Shares22,979 from 22,564
Change+415 (+2%)
Value$6.1M (+$352.2K)
Filed 2026-11-03
Founders Capital Management, LLC
UNCHANGED
Shares22,899 from 22,899
Change0 (0%)
Value$6.1M (+$246.6K)
Filed 2026-10-23
Smith Shellnut Wilson LLC
UNCHANGED
Shares22,836 from 22,836
Change0 (0%)
Value$6.0M (+$245.9K)
Filed 2026-10-21
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares22,770 from 23,133
Change-363 (-2%)
Value$6.0M (+$153.3K)
Filed 2026-10-07
Cohen Investment Advisors LLC
DECREASED
Shares22,749 from 24,730
Change-1,981 (-8%)
Value$6.0M (-$258.1K)
Filed 2026-10-20
Novem Group
INCREASED
Shares22,748 from 7,906
Change+14,842 (+188%)
Value$6.0M (+$4.0M)
Filed 2026-10-19
Fiduciary Family Office, LLC
INCREASED
Shares22,743 from 14,960
Change+7,783 (+52%)
Value$6.0M (+$2.2M)
Filed 2026-11-04
Advisors Management Group Inc
INCREASED
Shares22,743 from 22,144
Change+599 (+3%)
Value$6.0M (+$397.0K)
Filed 2026-11-05
Covenant Asset Management, LLC
INCREASED
Shares22,724 from 12,700
Change+10,024 (+79%)
Value$6.0M (+$2.8M)
Filed 2026-10-14
Eley Financial Management, Inc
INCREASED
Shares22,723 from 22,697
Change+26 (+0%)
Value$6.0M (+$251.3K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
INCREASED
Shares22,718 from 21,776
Change+942 (+4%)
Value$6.0M (+$483.9K)
Filed 2026-10-30
Bangor Savings Bank
DECREASED
Shares22,705 from 23,282
Change-577 (-2%)
Value$6.0M (+$98.0K)
Filed 2026-10-06
Dillon & Associates Inc
DECREASED
Shares22,657 from 23,002
Change-345 (-1%)
Value$6.0M (+$161.0K)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
NEW
Shares22,587
Change+22,587
Value$6.0M
Filed 2026-11-04
Cigna Investments Inc
DECREASED
Shares22,521 from 22,771
Change-250 (-1%)
Value$6.0M (+$178.0K)
Filed 2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED
Shares22,484 from 22,910
Change-426 (-2%)
Value$6.0M (+$134.0K)
Filed 2026-11-02
Beacon Bank & Trust
DECREASED
Shares22,482 from 25,389
Change-2,907 (-11%)
Value$6.0M (-$496.2K)
Filed 2026-10-27
Pacifica Partners Inc.
INCREASED
Shares22,477 from 22,013
Change+464 (+2%)
Value$5.8M (+$26.6K)
Filed 2026-10-09
Mitchell Capital Management Co
INCREASED
Shares22,452 from 22,426
Change+26 (+0%)
Value$5.9M (+$248.4K)
Filed 2026-10-29
Sompo Asset Management Co., Ltd.
DECREASED
Shares22,434 from 24,001
Change-1,567 (-7%)
Value$5.9M (-$156.4K)
Filed 2026-11-10
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares22,306 from 8,891
Change+13,415 (+151%)
Value$5.9M (+$3.7M)
Filed 2026-10-14
Parkside Financial Bank & Trust
INCREASED
Shares22,215 from 21,931
Change+284 (+1%)
Value$5.9M (+$311.2K)
Filed 2026-10-27
Strengthening Families & Communities, LLC
INCREASED
Shares22,144 from 21,481
Change+663 (+3%)
Value$5.9M (+$406.9K)
Filed 2026-10-21
Matthew Goff Investment Advisor, LLC
DECREASED
Shares22,126 from 22,560
Change-434 (-2%)
Value$5.9M (+$128.1K)
Filed 2026-10-13
Drystone LLC
DECREASED
Shares22,078 from 22,123
Change-45 (0%)
Value$5.8M (+$226.3K)
Filed 2026-10-30
Meridian Investment Counsel Inc.
DECREASED
Shares22,065 from 22,704
Change-639 (-3%)
Value$5.8M (+$75.4K)
Filed 2026-10-14
St. Clair Advisors, LLC
INCREASED
Shares22,026 from 21,699
Change+327 (+2%)
Value$5.8M (+$320.3K)
Filed 2026-10-13
Thrive Wealth Management, LLC
DECREASED
Shares21,958 from 22,510
Change-552 (-2%)
Value$5.8M (+$96.2K)
Filed 2026-10-13
EagleClaw Capital Managment, LLC
DECREASED
Shares21,957 from 22,283
Change-326 (-1%)
Value$5.8M (+$153.7K)
Filed 2026-11-06
QV Investors Inc.
DECREASED
Shares21,920 from 25,880
Change-3,960 (-15%)
Value$5.8M (-$770.0K)
Filed 2026-10-20
Crescent Sterling, Ltd.
DECREASED
Shares21,905 from 22,059
Change-154 (-1%)
Value$5.8M (+$196.7K)
Filed 2026-10-16
Deane Retirement Strategies, Inc.
DECREASED
Shares21,847 from 22,015
Change-168 (-1%)
Value$5.8M (+$191.2K)
Filed 2026-10-09
Davis-Rea Ltd.
DECREASED
Shares21,762 from 22,219
Change-457 (-2%)
Value$5.8M (+$118.3K)
Filed 2026-10-13
Lincoln Capital LLC
DECREASED
Shares21,743 from 22,417
Change-674 (-3%)
Value$5.8M (+$76.6K)
Filed 2026-10-09
Boyd Watterson Asset Management LLC
DECREASED
Shares21,583 from 21,610
Change-27 (0%)
Value$5.7M (+$225.6K)
Filed 2026-11-06
Manchester Capital Management LLC
DECREASED
Shares21,528 from 21,837
Change-309 (-1%)
Value$5.7M (+$153.4K)
Filed 2026-10-22
Catalyst Financial Partners LLC
DECREASED
Shares21,503 from 24,867
Change-3,364 (-14%)
Value$5.7M (-$622.8K)
Filed 2026-11-06
B.A. Schrock Wealth Management, Inc.
NEW
Shares21,470
Change+21,470
Value$5.6M
Filed 2026-10-15
Diversified Enterprises, LLC
INCREASED
Shares21,435 from 17,605
Change+3,830 (+22%)
Value$5.7M (+$1.2M)
Filed 2026-10-19
Lakeside Advisors, Inc.
DECREASED
Shares21,401 from 21,640
Change-239 (-1%)
Value$5.7M (+$169.9K)
Filed 2026-10-20
Bernzott Capital Advisors
DECREASED
Shares21,381 from 22,152
Change-771 (-3%)
Value$5.7M (+$34.6K)
Filed 2026-10-29
Mitchell Sinkler & Starr
DECREASED
Shares21,373 from 21,432
Change-59 (0%)
Value$5.7M (+$215.2K)
Filed 2026-10-13
Biltmore Family Office, LLC
INCREASED
Shares21,351 from 20,990
Change+361 (+2%)
Value$5.7M (+$321.6K)
Filed 2026-11-03
Belpointe Asset Management LLC
INCREASED
Shares21,320 from 16,266
Change+5,054 (+31%)
Value$5.6M (+$1.5M)
Filed 2026-11-09
Beaton Management Co. Inc.
DECREASED
Shares21,270 from 21,384
Change-114 (-1%)
Value$5.6M (+$200.0K)
Filed 2026-11-09
WBH Advisory Inc
INCREASED
Shares21,269 from 20,928
Change+341 (+2%)
Value$5.6M (+$315.8K)
Filed 2026-11-05
Leelyn Smith, LLC
DECREASED
Shares21,259 from 21,527
Change-268 (-1%)
Value$5.6M (+$161.0K)
Filed 2026-11-03
Carrera Capital Advisors
INCREASED
Shares21,257 from 20,094
Change+1,163 (+6%)
Value$5.6M (+$524.1K)
Filed 2026-11-03
McAdam, LLC
DECREASED
Shares21,235 from 22,221
Change-986 (-4%)
Value$5.6M (-$21.6K)
Filed 2026-10-21
Investmark Advisory Group LLC
INCREASED
Shares21,198 from 20,101
Change+1,097 (+5%)
Value$5.6M (+$507.4K)
Filed 2026-10-27
Kampmann Melissa S.
INCREASED
Shares21,198 from 21,188
Change+10 (+0%)
Value$5.6M (+$230.8K)
Filed 2026-10-28
Anderson Hoagland & Co
UNCHANGED
Shares21,155 from 21,155
Change0 (0%)
Value$5.7M (+$288.6K)
Filed 2026-10-23
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares21,126 from 21,392
Change-266 (-1%)
Value$5.6M (+$160.0K)
Filed 2026-10-08
Bfsg, LLC
DECREASED
Shares21,087 from 21,466
Change-379 (-2%)
Value$5.6M (+$130.9K)
Filed 2026-10-30
Financial Security Advisor, Inc.
DECREASED
Shares20,889 from 21,092
Change-203 (-1%)
Value$5.5M (+$173.4K)
Filed 2026-11-03
Autumn Glory Partners, LLC
INCREASED
Shares20,883 from 20,874
Change+9 (+0%)
Value$5.5M (+$227.1K)
Filed 2026-10-26
Blue Fin Capital, Inc.
INCREASED
Shares20,828 from 20,710
Change+118 (+1%)
Value$5.5M (+$254.2K)
Filed 2026-10-28
Range Financial Group LLC
INCREASED
Shares20,775 from 20,421
Change+354 (+2%)
Value$5.5M (+$313.6K)
Filed 2026-10-21
Southland Equity Partners LLC
INCREASED
Shares20,644 from 20,549
Change+95 (+0%)
Value$5.5M (+$246.4K)
Filed 2026-10-14
Columbia Bank
INCREASED
Shares20,630 from 20,290
Change+340 (+2%)
Value$5.5M (+$308.5K)
Filed 2026-10-29
CPC Advisors, LLC
INCREASED
Shares20,564 from 18,029
Change+2,535 (+14%)
Value$5.4M (+$865.3K)
Filed 2026-10-21
Avior Wealth Management, LLC
DECREASED
Shares20,546 from 24,324
Change-3,778 (-16%)
Value$5.4M (-$738.2K)
Filed 2026-10-13
TAGStone Capital, Inc.
INCREASED
Shares20,451 from 20,406
Change+45 (+0%)
Value$5.4M (+$231.6K)
Filed 2026-11-09
Acumen Wealth Advisors, LLC
DECREASED
Shares20,351 from 22,207
Change-1,856 (-8%)
Value$5.4M (-$252.2K)
Filed 2026-11-05
Angeles Wealth Management, LLC
DECREASED
Shares20,304 from 20,743
Change-439 (-2%)
Value$5.4M (+$107.2K)
Filed 2026-10-26
Weaver Capital Management LLC
INCREASED
Shares20,270 from 18,974
Change+1,296 (+7%)
Value$5.4M (+$728.4K)
Filed 2026-10-15
Gold Investment Management Ltd.
INCREASED
Shares20,260 from 19,891
Change+369 (+2%)
Value$5.4M (+$311.9K)
Filed 2026-10-19
Aspiriant, LLC
INCREASED
Shares20,259 from 19,981
Change+278 (+1%)
Value$5.4M (+$287.9K)
Filed 2026-10-16
Cordgrass Capital Advisors, LLC
DECREASED
Shares20,230 from 20,326
Change-96 (0%)
Value$5.4M (+$193.5K)
Filed 2026-10-30
apricus wealth, LLC
INCREASED
Shares20,219 from 19,714
Change+505 (+3%)
Value$5.4M (+$346.0K)
Filed 2026-10-26
Clean Yield Group
INCREASED
Shares20,178 from 19,963
Change+215 (+1%)
Value$5.3M (+$271.9K)
Filed 2026-10-28
AMI Investment Management Inc
DECREASED
Shares20,152 from 20,905
Change-753 (-4%)
Value$5.3M (+$25.8K)
Filed 2026-10-27
Cache Advisors, LLC
INCREASED
Shares20,074 from 17,578
Change+2,496 (+14%)
Value$5.3M (+$850.1K)
Filed 2026-10-16
Formidable Asset Management, LLC
DECREASED
Shares20,065 from 23,878
Change-3,813 (-16%)
Value$5.1M (-$760.6K)
Filed 2026-11-03
DSG Capital Advisors, LLC
INCREASED
Shares20,000 from 19,770
Change+230 (+1%)
Value$5.3M (+$276.2K)
Filed 2026-11-05
Northern Capital Management, Inc.
UNCHANGED
Shares19,992 from 19,992
Change0 (0%)
Value$5.3M (+$215.4K)
Filed 2026-11-05
Kentucky Trust Co
DECREASED
Shares19,927 from 20,789
Change-862 (-4%)
Value$5.3M (-$4.3K)
Filed 2026-10-15
Bochk Asset Management Ltd
INCREASED
Shares19,900 from 15,290
Change+4,610 (+30%)
Value$5.3M (+$1.4M)
Filed 2026-10-29
Retirement Planning Group, LLC
DECREASED
Shares19,860 from 20,922
Change-1,062 (-5%)
Value$5.3M (-$55.8K)
Filed 2026-10-19
Acropolis Investment Management, LLC
DECREASED
Shares19,823 from 20,115
Change-292 (-1%)
Value$5.2M (+$139.3K)
Filed 2026-10-08
Independent Solutions Wealth Management, LLC
INCREASED
Shares19,804 from 19,481
Change+323 (+2%)
Value$5.2M (+$295.4K)
Filed 2026-10-28
Shufro Rose & Co LLC
UNCHANGED
Shares19,696 from 19,696
Change0 (0%)
Value$5.2M (+$212.1K)
Filed 2026-11-10
Oarsman Capital, Inc.
INCREASED
Shares19,636 from 19,140
Change+496 (+3%)
Value$5.2M (+$337.5K)
Filed 2026-11-05
Kestra Investment Management, LLC
DECREASED
Shares19,615 from 20,960
Change-1,345 (-6%)
Value$5.2M (-$130.3K)
Filed 2026-11-04
CFC Planning Co LLC
INCREASED
Shares19,615 from 19,405
Change+210 (+1%)
Value$5.2M (+$264.8K)
Filed 2026-10-28
Thayer Partners, LLC / MA
INCREASED
Shares19,572 from 19,408
Change+164 (+1%)
Value$5.2M (+$252.7K)
Filed 2026-11-06
Wescott Financial Advisory Group, LLC
DECREASED
Shares19,551 from 20,318
Change-767 (-4%)
Value$5.2M (+$15.8K)
Filed 2026-11-09
Howard Capital Management, LLC
DECREASED
Shares19,462 from 19,725
Change-263 (-1%)
Value$5.2M (+$142.8K)
Filed 2026-10-16
Western Financial Corp
INCREASED
Shares19,451 from 18,819
Change+632 (+3%)
Value$5.1M (+$370.1K)
Filed 2026-10-14
PDS Planning, Inc
INCREASED
Shares19,393 from 19,261
Change+132 (+1%)
Value$5.1M (+$242.4K)
Filed 2026-11-03
Franklin Street Advisors Inc
DECREASED
Shares19,363 from 19,450
Change-87 (0%)
Value$5.1M (+$186.3K)
Filed 2026-10-13
Greenspring Advisors, LLC
INCREASED
Shares19,340 from 8,433
Change+10,907 (+129%)
Value$5.1M (+$3.0M)
Filed 2026-11-05
Legacy Advisors, LLC
DECREASED
Shares19,327 from 36,926
Change-17,599 (-48%)
Value$5.1M (-$4.3M)
Filed 2026-10-19
Portside Wealth Group, LLC
DECREASED
Shares19,287 from 28,497
Change-9,210 (-32%)
Value$5.1M (-$2.1M)
Filed 2026-10-20
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
DECREASED
Shares19,168 from 19,356
Change-188 (-1%)
Value$5.1M (+$158.8K)
Filed 2026-11-10
Magnus Financial Group LLC
INCREASED
Shares19,162 from 17,751
Change+1,411 (+8%)
Value$5.1M (+$564.6K)
Filed 2026-10-21
Cornerstone Planning, LLC
INCREASED
Shares19,123 from 19,065
Change+58 (+0%)
Value$4.9M (+$63.5K)
Filed 2026-10-27
Resonant Capital Advisors, LLC
DECREASED
Shares19,123 from 19,135
Change-12 (0%)
Value$5.1M (+$202.9K)
Filed 2026-10-15
VCI Wealth Management LLC
INCREASED
Shares19,122 from 888
Change+18,234 (+2053%)
Value$5.1M (+$4.8M)
Filed 2026-10-29
Peoples Financial Services Corp.
DECREASED
Shares19,004 from 19,251
Change-247 (-1%)
Value$5.0M (+$141.8K)
Filed 2026-10-20
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares19,004 from 19,005
Change-1 (0%)
Value$5.0M (+$204.4K)
Filed 2026-11-09
Everhart Financial Group, Inc.
INCREASED
Shares18,959 from 18,334
Change+625 (+3%)
Value$5.0M (+$363.1K)
Filed 2026-10-08
Simon Quick Advisors, LLC
INCREASED
Shares18,906 from 14,359
Change+4,547 (+32%)
Value$5.0M (+$1.4M)
Filed 2026-10-26
Home Federal Bank of Tennessee
DECREASED
Shares18,893 from 19,028
Change-135 (-1%)
Value$5.0M (+$169.2K)
Filed 2026-10-15
Pathway Financial Advisers, LLC
INCREASED
Shares18,879 from 18,460
Change+419 (+2%)
Value$5.0M (+$309.7K)
Filed 2026-10-27
AM Investment Strategies LLC
INCREASED
Shares18,868 from 18,858
Change+10 (+0%)
Value$5.0M (+$5.0M)
Filed 2026-11-05
Triangle Securities Wealth Management
DECREASED
Shares18,857 from 19,048
Change-191 (-1%)
Value$5.0M (+$154.5K)
Filed 2026-10-14
Financial Advisory Partners, LLC
DECREASED
Shares18,835 from 19,155
Change-320 (-2%)
Value$5.0M (+$121.6K)
Filed 2026-10-23
Shoker Investment Counsel, Inc.
DECREASED
Shares18,826 from 18,845
Change-19 (0%)
Value$5.0M (+$197.8K)
Filed 2026-11-04
Schear Investment Advisers, LLC
INCREASED
Shares18,805 from 3,933
Change+14,872 (+378%)
Value$5.0M (+$4.0M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares18,805 from 17,957
Change+848 (+5%)
Value$5.0M (+$418.0K)
Filed 2026-10-14
Perpetual Ltd
DECREASED
Shares18,795 from 23,917
Change-5,122 (-21%)
Value$5.0M (-$1.1M)
Filed 2026-10-13
Maia Wealth LLC
INCREASED
Shares18,793 from 16,733
Change+2,060 (+12%)
Value$5.0M (+$725.7K)
Filed 2026-10-19
Texas Bank & Trust Co
DECREASED
Shares18,790 from 18,940
Change-150 (-1%)
Value$5.0M (+$164.3K)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares18,747 from 19,075
Change-328 (-2%)
Value$5.0M (+$119.0K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED
Shares18,744 from 18,396
Change+348 (+2%)
Value$5.0M (+$290.2K)
Filed 2026-10-19
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares18,703 from 18,704
Change-1 (0%)
Value$5.0M (+$201.2K)
Filed 2026-10-14
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares18,578 from 18,975
Change-397 (-2%)
Value$4.9M (+$99.2K)
Filed 2026-10-19
Monument Capital Management
INCREASED
Shares18,534 from 18,097
Change+437 (+2%)
Value$4.9M (+$310.6K)
Filed 2026-10-09
Oakworth Capital, Inc.
INCREASED
Shares18,510 from 18,417
Change+93 (+1%)
Value$4.9M (+$222.9K)
Filed 2026-10-26
Aspen Investment Management Inc
INCREASED
Shares18,494 from 18,458
Change+36 (+0%)
Value$4.9M (+$4.9M)
Filed 2026-11-05
Cape ANN Savings Bank
DECREASED
Shares18,415 from 18,594
Change-179 (-1%)
Value$4.9M (+$152.9K)
Filed 2026-11-09
Investment Research & Advisory Group, Inc.
INCREASED
Shares18,362 from 18,355
Change+7 (+0%)
Value$4.9M (+$209.2K)
Filed 2026-10-19
Vela Investment Management, LLC
DECREASED
Shares18,357 from 26,143
Change-7,786 (-30%)
Value$4.9M (-$1.8M)
Filed 2026-11-09
Adirondack Trust Co
DECREASED
Shares18,334 from 19,692
Change-1,358 (-7%)
Value$4.9M (-$147.6K)
Filed 2026-10-14
Gerald Baker Financial Group LLC
INCREASED
Shares18,318 from 18,304
Change+14 (+0%)
Value$4.8M (+$200.8K)
Filed 2026-10-09
Concord Wealth Partners
DECREASED
Shares18,309 from 19,775
Change-1,466 (-7%)
Value$4.8M (-$175.0K)
Filed 2026-11-02
Bdf-Gestion
DECREASED
Shares18,299 from 20,620
Change-2,321 (-11%)
Value$2.7M (-$14.9M)
Filed 2026-10-19
Northstar Asset Management Co
DECREASED
Shares18,276 from 18,776
Change-500 (-3%)
Value$4.7M (-$234.4K)
Filed 2026-10-22
Krilogy Financial LLC
DECREASED
Shares18,233 from 18,676
Change-443 (-2%)
Value$4.8M (+$65.4K)
Filed 2026-10-13
Professional Advisory Services Inc
INCREASED
Shares18,222 from 18,214
Change+8 (+0%)
Value$4.8M (+$4.8M)
Filed 2026-10-08
Third View Private Wealth, LLC
INCREASED
Shares18,215 from 17,404
Change+811 (+5%)
Value$4.8M (+$402.2K)
Filed 2026-10-30
Avestar Capital, LLC
DECREASED
Shares18,213 from 18,732
Change-519 (-3%)
Value$4.8M (+$64.3K)
Filed 2026-10-28
Bennett Selby Investments LP
INCREASED
Shares18,209 from 18,184
Change+25 (+0%)
Value$4.8M (+$202.4K)
Filed 2026-10-19
M3 Wealth Management, LLC
DECREASED
Shares18,189 from 18,389
Change-200 (-1%)
Value$4.8M (+$145.1K)
Filed 2026-11-09
Montgomery Investment Management Inc
INCREASED
Shares18,167 from 18,166
Change+1 (+0%)
Value$4.8M (+$195.9K)
Filed 2026-10-26
Byrne Asset Management LLC
DECREASED
Shares18,143 from 18,171
Change-28 (0%)
Value$4.7M (+$78.0K)
Filed 2026-10-06
Ranch Capital Advisors Inc.
INCREASED
Shares18,141 from 17,434
Change+707 (+4%)
Value$4.8M (+$375.0K)
Filed 2026-11-09
Caliber Wealth Management, LLC / KS
DECREASED
Shares18,135 from 18,884
Change-749 (-4%)
Value$4.8M (+$5.1K)
Filed 2026-11-04
Blueprint Investment Partners LLC
DECREASED
Shares18,119 from 18,123
Change-4 (0%)
Value$4.8M (+$193.9K)
Filed 2026-10-28
Sepio Capital, LP
DECREASED
Shares18,091 from 20,642
Change-2,551 (-12%)
Value$4.8M (-$452.8K)
Filed 2026-10-22
Lynx Capital Group LTD
DECREASED
Shares18,031 from 18,234
Change-203 (-1%)
Value$4.8M (+$142.6K)
Filed 2026-11-04
AdvisorNet Financial, Inc
INCREASED
Shares18,002 from 15,169
Change+2,833 (+19%)
Value$4.6M (+$718.5K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
DECREASED
Shares17,946 from 18,428
Change-482 (-3%)
Value$4.5M (-$18.9K)
Filed 2026-11-04
Chilton Capital Management LLC
DECREASED
Shares17,924 from 21,048
Change-3,124 (-15%)
Value$4.7M (-$600.4K)
Filed 2026-10-28
Arrow Financial Corp
DECREASED
Shares17,924 from 18,431
Change-507 (-3%)
Value$4.7M (+$64.3K)
Filed 2026-10-26
Peak Financial Advisors LLC
DECREASED
Shares17,917 from 18,041
Change-124 (-1%)
Value$4.7M (+$161.3K)
Filed 2026-10-28
Cornerstone Advisory, LLC
DECREASED
Shares17,910 from 18,006
Change-96 (-1%)
Value$4.7M (+$168.7K)
Filed 2026-11-06
TBH Global Asset Management, LLC
INCREASED
Shares17,867 from 15,852
Change+2,015 (+13%)
Value$4.7M (+$704.2K)
Filed 2026-11-03
Cove Private Wealth, LLC
INCREASED
Shares17,830 from 17,139
Change+691 (+4%)
Value$4.7M (+$367.3K)
Filed 2026-10-28
GC Wealth Management RIA, LLC
DECREASED
Shares17,828 from 18,773
Change-945 (-5%)
Value$4.7M (-$48.0K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares17,812 from 16,278
Change+1,534 (+9%)
Value$4.7M (+$581.5K)
Filed 2026-11-04
CGN Advisors LLC
DECREASED
Shares17,752 from 19,942
Change-2,190 (-11%)
Value$4.7M (-$365.0K)
Filed 2026-10-21
Klingman & Associates, LLC
INCREASED
Shares17,723 from 17,448
Change+275 (+2%)
Value$4.7M (+$260.7K)
Filed 2026-10-20
OFI Invest Asset Management
DECREASED
Shares17,720 from 18,967
Change-1,247 (-7%)
Value$4.4M (-$109.1K)
Filed 2026-11-06
Ticino Wealth
INCREASED
Shares17,711 from 17,429
Change+282 (+2%)
Value$4.7M (+$262.4K)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares17,686 from 17,878
Change-192 (-1%)
Value$4.7M (+$141.7K)
Filed 2026-10-01
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares17,659 from 17,633
Change+26 (+0%)
Value$4.7M (+$196.8K)
Filed 2026-11-09
ANB Bank
DECREASED
Shares17,610 from 18,337
Change-727 (-4%)
Value$4.7M (+$5.0K)
Filed 2026-10-09
Galvin, Gaustad & Stein, LLC
DECREASED
Shares17,596 from 17,857
Change-261 (-1%)
Value$4.7M (+$123.5K)
Filed 2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares17,556 from 17,556
Change0 (0%)
Value$4.5M ($0)
Filed 2026-10-15
Quintet Private Bank (Europe) S.A.
INCREASED
Shares17,519 from 14,745
Change+2,774 (+19%)
Value$4.6M (+$893.2K)
Filed 2026-10-08
Connecticut Wealth Management, LLC
INCREASED
Shares17,432 from 16,532
Change+900 (+5%)
Value$4.6M (+$416.4K)
Filed 2026-10-13
Massachusetts Wealth Management
DECREASED
Shares17,370 from 17,850
Change-480 (-3%)
Value$4.6M (+$65.2K)
Filed 2026-10-21
Almanack Investment Partners, Llc.
INCREASED
Shares17,369 from 17,302
Change+67 (+0%)
Value$4.6M (+$204.1K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED
Shares17,364 from 17,271
Change+93 (+1%)
Value$4.6M (+$210.7K)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares17,284 from 9,368
Change+7,916 (+85%)
Value$4.6M (+$2.2M)
Filed 2026-11-02
Stenger Family Office, LLC
INCREASED
Shares17,284 from 15,021
Change+2,263 (+15%)
Value$4.3M (+$482.1K)
Filed 2026-10-22
Abacus Wealth Partners, LLC
DECREASED
Shares17,237 from 17,810
Change-573 (-3%)
Value$4.6M (+$40.1K)
Filed 2026-11-03
Park Edge Advisors, LLC
INCREASED
Shares17,225 from 16,584
Change+641 (+4%)
Value$4.6M (+$348.3K)
Filed 2026-10-28
U S Wealth Group, Llc.
DECREASED
Shares17,209 from 17,259
Change-50 (0%)
Value$4.6M (+$3.2M)
Filed 2026-11-09
Montecito Bank & Trust
DECREASED
Shares17,058 from 17,089
Change-31 (0%)
Value$4.5M (+$175.8K)
Filed 2026-10-01
Bison Wealth, LLC
INCREASED
Shares17,014 from 15,712
Change+1,302 (+8%)
Value$4.5M (+$412.3K)
Filed 2026-10-13
Davidson Trust Co
DECREASED
Shares16,989 from 18,611
Change-1,622 (-9%)
Value$4.5M (-$229.0K)
Filed 2026-10-09
Lockheed Martin Investment Management Co
DECREASED
Shares16,950 from 171,210
Change-154,260 (-90%)
Value$4.5M (-$39.0M)
Filed 2026-11-04
Phoenix Wealth Advisors
DECREASED
Shares16,918 from 17,090
Change-172 (-1%)
Value$4.5M (+$138.5K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares16,876 from 16,903
Change-27 (0%)
Value$4.4M (+$72.2K)
Filed 2026-11-02
Retirement Guys Formula LLC
DECREASED
Shares16,818 from 16,934
Change-116 (-1%)
Value$4.4M (+$150.1K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
INCREASED
Shares16,749 from 16,748
Change+1 (+0%)
Value$4.4M (+$180.6K)
Filed 2026-10-21
Burling Wealth Partners, LLC
DECREASED
Shares16,729 from 16,795
Change-66 (0%)
Value$4.4M (+$163.4K)
Filed 2026-11-09
Certuity, LLC
INCREASED
Shares16,705 from 14,890
Change+1,815 (+12%)
Value$4.4M (+$640.8K)
Filed 2026-11-02
ICW Investment Advisors LLC
DECREASED
Shares16,672 from 17,208
Change-536 (-3%)
Value$4.4M (+$43.7K)
Filed 2026-10-27
Dmkc Advisory Services, LLC
DECREASED
Shares16,650 from 26,011
Change-9,361 (-36%)
Value$4.4M (-$2.2M)
Filed 2026-11-04
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares16,630 from 7,262
Change+9,368 (+129%)
Value$4.4M (+$2.6M)
Filed 2026-10-21
Howard Capital Management Group, LLC
DECREASED
Shares16,559 from 16,590
Change-31 (0%)
Value$4.4M (+$170.7K)
Filed 2026-10-16
Childress Capital Advisors, LLC
INCREASED
Shares16,557 from 15,947
Change+610 (+4%)
Value$4.4M (+$333.3K)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares16,527 from 18,196
Change-1,669 (-9%)
Value$4.4M (-$245.8K)
Filed 2026-11-04
Van Cleef Asset Management,Inc
DECREASED
Shares16,489 from 16,838
Change-349 (-2%)
Value$4.4M (+$89.0K)
Filed 2026-10-20
BKM Wealth Management, LLC
DECREASED
Shares16,416 from 16,493
Change-77 (0%)
Value$4.3M (+$157.3K)
Filed 2026-10-22
Concord Asset Management, LLC
DECREASED
Shares16,311 from 17,251
Change-940 (-5%)
Value$4.3M (-$63.0K)
Filed 2026-11-02
71 West Capital Partners
INCREASED
Shares16,276 from 15,732
Change+544 (+3%)
Value$4.3M (+$313.5K)
Filed 2026-11-04
Sierra Summit Advisors LLC
INCREASED
Shares16,230 from 15,509
Change+721 (+5%)
Value$4.3M (+$357.9K)
Filed 2026-10-28
TMB Capital Partners, LLC
INCREASED
Shares16,227 from 16,194
Change+33 (+0%)
Value$4.3M (+$183.2K)
Filed 2026-10-20
Beacon Financial Group
INCREASED
Shares16,219 from 16,149
Change+70 (+0%)
Value$4.3M (+$192.3K)
Filed 2026-10-19
SS&H Financial Advisors, Inc.
UNCHANGED
Shares16,211 from 16,211
Change0 (0%)
Value$4.3M (+$175.0K)
Filed 2026-10-28
Garrison Point Advisors, LLC
DECREASED
Shares16,200 from 16,613
Change-413 (-2%)
Value$4.3M (+$69.6K)
Filed 2026-11-10
Center for Financial Planning, Inc.
INCREASED
Shares16,174 from 15,794
Change+380 (+2%)
Value$4.3M (+$270.7K)
Filed 2026-10-26
Chickasaw Capital Management LLC
DECREASED
Shares16,171 from 17,148
Change-977 (-6%)
Value$4.3M (+$4.3M)
Filed 2026-10-08
Archer Investment Corp
INCREASED
Shares16,165 from 15,648
Change+517 (+3%)
Value$4.3M (+$305.2K)
Filed 2026-11-05
Plan A Wealth LLC
INCREASED
Shares16,036 from 2,692
Change+13,344 (+496%)
Value$4.2M (+$3.6M)
Filed 2026-10-08
Charles Schwab Trust Co
INCREASED
Shares16,025 from 15,446
Change+579 (+4%)
Value$4.2M (+$319.6K)
Filed 2026-10-15
Certified Advisory Corp
DECREASED
Shares16,012 from 16,212
Change-200 (-1%)
Value$4.2M (+$121.7K)
Filed 2026-10-29
Fulton Breakefield Broenniman LLC
DECREASED
Shares16,011 from 20,142
Change-4,131 (-21%)
Value$4.2M (-$876.8K)
Filed 2026-11-03
Founders Financial Alliance, LLC
DECREASED
Shares15,994 from 16,743
Change-749 (-4%)
Value$4.2M (-$17.8K)
Filed 2026-11-10
Birinyi Associates Inc
DECREASED
Shares15,991 from 16,856
Change-865 (-5%)
Value$4.2M (-$48.0K)
Filed 2026-10-28
Legacy Financial Advisors, Inc.
INCREASED
Shares15,975 from 15,452
Change+523 (+3%)
Value$4.2M (+$304.8K)
Filed 2026-11-09
Inlet Private Wealth, LLC
UNCHANGED
Shares15,948 from 15,948
Change0 (0%)
Value$4.2M (+$171.8K)
Filed 2026-10-21
Boyar Asset Management Inc.
DECREASED
Shares15,947 from 16,298
Change-351 (-2%)
Value$4.2M (+$82.5K)
Filed 2026-11-09
BIP Wealth, LLC
INCREASED
Shares15,925 from 15,685
Change+240 (+2%)
Value$4.2M (+$232.2K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
INCREASED
Shares15,890 from 5,052
Change+10,838 (+215%)
Value$4.2M (+$2.9M)
Filed 2026-10-30
Integral Investment Advisors, Inc.
DECREASED
Shares15,849 from 16,785
Change-936 (-6%)
Value$4.2M (-$67.0K)
Filed 2026-11-03
Summit Global Investments
INCREASED
Shares15,838 from 9,808
Change+6,030 (+61%)
Value$4.2M (+$1.7M)
Filed 2026-10-28
Bigelow Investment Advisors, LLC
DECREASED
Shares15,806 from 16,425
Change-619 (-4%)
Value$4.2M (+$13.0K)
Filed 2026-10-13
Sculati Wealth Management, LLC
INCREASED
Shares15,757 from 15,618
Change+139 (+1%)
Value$4.2M (+$203.6K)
Filed 2026-10-19
Plancorp, LLC
INCREASED
Shares15,715 from 14,300
Change+1,415 (+10%)
Value$4.3M (+$607.4K)
Filed 2026-11-03
Asset Dedication, LLC
INCREASED
Shares15,685 from 15,683
Change+2 (+0%)
Value$4.2M (+$169.3K)
Filed 2026-11-03
Directional Asset Management
INCREASED
Shares15,628 from 15,527
Change+101 (+1%)
Value$4.1M (+$194.1K)
Filed 2026-10-22
Herold Advisors, Inc.
INCREASED
Shares15,627 from 15,267
Change+360 (+2%)
Value$4.1M (+$260.2K)
Filed 2026-10-19
Hanson & Doremus Investment Management
DECREASED
Shares15,603 from 16,303
Change-700 (-4%)
Value$4.1M (-$9.0K)
Filed 2026-10-16
Enhancing Capital LLC
UNCHANGED
Shares15,600 from 15,600
Change0 (0%)
Value$4.1M (+$168.0K)
Filed 2026-10-26
Delta Capital Management LLC
INCREASED
Shares15,597 from 15,592
Change+5 (+0%)
Value$4.1M (+$4.1M)
Filed 2026-10-16
Orca Investment Management, LLC
DECREASED
Shares15,573 from 17,039
Change-1,466 (-9%)
Value$4.1M (-$204.6K)
Filed 2026-10-29
Churchill Financial Advisors, LLC
INCREASED
Shares15,560 from 14,760
Change+800 (+5%)
Value$4.1M (+$370.8K)
Filed 2026-10-20
Precedent Wealth Partners, LLC
INCREASED
Shares15,553 from 15,259
Change+294 (+2%)
Value$4.1M (+$242.0K)
Filed 2026-10-21
ARQ Wealth Advisors, LLC
DECREASED
Shares15,539 from 17,186
Change-1,647 (-10%)
Value$4.1M (-$279.5K)
Filed 2026-10-29
Marino, Stram & Associates LLC
INCREASED
Shares15,509 from 14,721
Change+788 (+5%)
Value$4.1M (+$367.1K)
Filed 2026-10-22
HCR Wealth Advisors
INCREASED
Shares15,432 from 12,749
Change+2,683 (+21%)
Value$4.1M (+$847.6K)
Filed 2026-10-15
InvesTrust
DECREASED
Shares15,394 from 17,721
Change-2,327 (-13%)
Value$4.1M (-$425.2K)
Filed 2026-10-14
Meitav Investment House LTD
INCREASED
Shares15,389 from 15,252
Change+137 (+1%)
Value$4.1M (+$199.4K)
Filed 2026-10-28
Auxano Advisors, LLC
INCREASED
Shares15,362 from 15,216
Change+146 (+1%)
Value$4.1M (+$202.5K)
Filed 2026-11-06
West Wealth Group, LLC
INCREASED
Shares15,357 from 1,638
Change+13,719 (+838%)
Value$455.1K (+$39.0K)
Filed 2026-10-14
Wynn Capital, LLC
DECREASED
Shares15,334 from 15,388
Change-54 (0%)
Value$4.1M (+$151.2K)
Filed 2026-10-13
Shariaportfolio, Inc.
DECREASED
Shares15,317 from 16,194
Change-877 (-5%)
Value$4.1M (-$57.7K)
Filed 2026-10-20
Woodward Diversified Capital, LLC
DECREASED
Shares15,302 from 15,466
Change-164 (-1%)
Value$4.1M (+$123.2K)
Filed 2026-10-21
Cidel Asset Management Inc
DECREASED
Shares15,280 from 16,136
Change-856 (-5%)
Value$4.0M (-$52.8K)
Filed 2026-10-29
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares15,248 from 15,440
Change-192 (-1%)
Value$4.0M (+$115.5K)
Filed 2026-11-02
King Wealth Management Group
INCREASED
Shares15,236 from 15,202
Change+34 (+0%)
Value$4.0M (+$173.0K)
Filed 2026-11-09
Duncker Streett & Co Inc
INCREASED
Shares15,162 from 15,138
Change+24 (+0%)
Value$4.0M (+$169.4K)
Filed 2026-10-27
Washington Trust Bank
INCREASED
Shares15,133 from 14,871
Change+262 (+2%)
Value$4.0M (+$229.5K)
Filed 2026-11-03
Central Pacific Bank - Trust Division
DECREASED
Shares15,123 from 16,537
Change-1,414 (-9%)
Value$4.0M (-$196.2K)
Filed 2026-10-06
Aviso Wealth Management
DECREASED
Shares15,057 from 15,337
Change-280 (-2%)
Value$4.0M (-$35.0M)
Filed 2026-11-04
Brooktree Capital Management
INCREASED
Shares15,044 from 14,936
Change+108 (+1%)
Value$4.0M (+$189.5K)
Filed 2026-11-09
New Hampshire Trust
DECREASED
Shares15,004 from 15,285
Change-281 (-2%)
Value$4.0M (+$90.2K)
Filed 2026-10-20
Security National Bank
DECREASED
Shares14,984 from 15,085
Change-101 (-1%)
Value$4.0M (+$135.7K)
Filed 2026-10-26
Lawood & Co
DECREASED
Shares14,978 from 15,185
Change-207 (-1%)
Value$4.0M (+$108.7K)
Filed 2026-10-09
Quadcap Wealth Management, LLC
DECREASED
Shares14,969 from 15,129
Change-160 (-1%)
Value$4.0M (+$120.3K)
Filed 2026-11-02
CMH Wealth Management LLC
DECREASED
Shares14,905 from 15,800
Change-895 (-6%)
Value$3.9M (-$66.8K)
Filed 2026-10-22
Summit Place Financial Advisors, LLC
DECREASED
Shares14,854 from 16,402
Change-1,548 (-9%)
Value$3.9M (-$233.2K)
Filed 2026-10-23
Beverly Hills Private Wealth, LLC
INCREASED
Shares14,822 from 14,225
Change+597 (+4%)
Value$3.9M (+$311.2K)
Filed 2026-11-04
Guardian Wealth Management, Inc.
INCREASED
Shares14,817 from 14,613
Change+204 (+1%)
Value$3.9M (+$211.3K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
INCREASED
Shares14,805 from 14,036
Change+769 (+5%)
Value$3.9M (+$354.8K)
Filed 2026-10-16
Marvin & Palmer Associates Inc
NEW
Shares14,730
Change+14,730
Value$3.9M
Filed 2026-11-09
Vertrix Wealth Management, LLC
INCREASED
Shares14,714 from 14,492
Change+222 (+2%)
Value$3.9M (+$214.9K)
Filed 2026-10-13
Scott & Selber, Inc.
INCREASED
Shares14,678 from 14,671
Change+7 (+0%)
Value$3.9M (+$159.7K)
Filed 2026-10-21
Fishman JAY A LTD
UNCHANGED
Shares14,669 from 14,669
Change0 (0%)
Value$3.9M (+$158.0K)
Filed 2026-10-26
Lewis Asset Management, LLC
DECREASED
Shares14,667 from 14,741
Change-74 (0%)
Value$3.9M (+$139.1K)
Filed 2026-10-14
Peterson Wealth Services
INCREASED
Shares14,662 from 14,383
Change+279 (+2%)
Value$3.9M (+$228.9K)
Filed 2026-10-26
Outfitters Financial LLC
DECREASED
Shares14,657 from 15,532
Change-875 (-6%)
Value$3.9M (-$64.4K)
Filed 2026-10-23
Leisure Capital Management
INCREASED
Shares14,633 from 14,268
Change+365 (+3%)
Value$3.9M (+$250.3K)
Filed 2026-11-03
Bank of New Hampshire
DECREASED
Shares14,591 from 14,724
Change-133 (-1%)
Value$3.9M (+$123.4K)
Filed 2026-10-06
Compass Ion Advisors, LLC
DECREASED
Shares14,569 from 14,597
Change-28 (0%)
Value$3.9M (+$149.9K)
Filed 2026-10-23
Neumann Capital Management, LLC
DECREASED
Shares14,559 from 14,664
Change-105 (-1%)
Value$3.9M (+$130.1K)
Filed 2026-10-15
Bernardo Wealth Planning LLC
INCREASED
Shares14,516 from 7,052
Change+7,464 (+106%)
Value$3.8M (+$2.1M)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares14,512 from 11,950
Change+2,562 (+21%)
Value$3.8M (+$715.8K)
Filed 2026-10-20
Birch Financial Group, LLC
DECREASED
Shares14,485 from 14,610
Change-125 (-1%)
Value$3.8M (+$124.3K)
Filed 2026-10-27
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares14,475 from 14,534
Change-59 (0%)
Value$3.8M (+$140.9K)
Filed 2026-11-02
Mechanics Financial Corp
DECREASED
Shares14,404 from 14,526
Change-122 (-1%)
Value$3.8M (+$124.1K)
Filed 2026-11-05
Correct Capital Wealth Management
INCREASED
Shares14,365 from 14,344
Change+21 (+0%)
Value$3.8M (+$160.1K)
Filed 2026-11-02
Sawyer & Company, Inc
DECREASED
Shares14,324 from 15,146
Change-822 (-5%)
Value$3.8M (-$54.5K)
Filed 2026-10-21
Long Road Investment Counsel, LLC
DECREASED
Shares14,276 from 14,795
Change-519 (-4%)
Value$3.8M (+$21.9K)
Filed 2026-11-04
Silverberg Bernstein Capital Management LLC
UNCHANGED
Shares14,267 from 14,267
Change0 (0%)
Value$3.8M (+$153.7K)
Filed 2026-10-13
Kingsman Wealth Management, Inc.
INCREASED
Shares14,184 from 7,347
Change+6,837 (+93%)
Value$3.8M (+$1.9M)
Filed 2026-10-13
Norway Savings Bank
INCREASED
Shares14,175 from 14,067
Change+108 (+1%)
Value$3.8M (+$180.1K)
Filed 2026-10-20
Cooper Financial Group
INCREASED
Shares14,098 from 10,851
Change+3,247 (+30%)
Value$3.7M (+$976.4K)
Filed 2026-10-07
Brookmont Capital Management
DECREASED
Shares14,095 from 14,249
Change-154 (-1%)
Value$3.7M (+$112.7K)
Filed 2026-10-23
Carnegie Lake Advisors LLC
UNCHANGED
Shares14,089 from 14,089
Change0 (0%)
Value$3.7M (+$151.7K)
Filed 2026-11-06
Rydar Equities, Inc.
INCREASED
Shares14,023 from 13,242
Change+781 (+6%)
Value$3.6M (+$266.3K)
Filed 2026-10-13
XXI Wealth, LLC
INCREASED
Shares14,006 from 13,448
Change+558 (+4%)
Value$3.7M (+$292.5K)
Filed 2026-10-22
Winthrop Advisory Group LLC
INCREASED
Shares13,980 from 10,894
Change+3,086 (+28%)
Value$3.7M (+$934.3K)
Filed 2026-10-22
Barton Investment Management
DECREASED
Shares13,976 from 14,163
Change-187 (-1%)
Value$3.7M (+$103.0K)
Filed 2026-10-27
Capital Financial Group Inc\co\
DECREASED
Shares13,963 from 14,072
Change-109 (-1%)
Value$3.7M (+$122.8K)
Filed 2026-11-10
Chemistry Wealth Management LLC
DECREASED
Shares13,957 from 14,185
Change-228 (-2%)
Value$3.7M (+$92.6K)
Filed 2026-10-16
Councilmark Asset Management, LLC
DECREASED
Shares13,924 from 13,959
Change-35 (0%)
Value$3.7M (+$141.1K)
Filed 2026-10-20
Zinnia Wealth Advisory, LLC
INCREASED
Shares13,912 from 867
Change+13,045 (+1505%)
Value$3.7M (+$3.5M)
Filed 2026-11-06
Mountain Pacific Investment Advisers LLC
DECREASED
Shares13,909 from 14,020
Change-111 (-1%)
Value$3.7M (+$121.6K)
Filed 2026-10-29
Trustmark Bank Trust Department
DECREASED
Shares13,902 from 14,007
Change-105 (-1%)
Value$3.7M (+$123.1K)
Filed 2026-11-10
Delta Investment Management, LLC
INCREASED
Shares13,871 from 13,603
Change+268 (+2%)
Value$3.7M (+$217.3K)
Filed 2026-11-09
Pekin Hardy Strauss, Inc.
DECREASED
Shares13,862 from 13,995
Change-133 (-1%)
Value$3.7M (+$115.6K)
Filed 2026-11-02
MV Capital Management, Inc.
DECREASED
Shares13,861 from 14,678
Change-817 (-6%)
Value$3.7M (-$58.2K)
Filed 2026-10-29
Hardy Reed LLC
INCREASED
Shares13,846 from 13,023
Change+823 (+6%)
Value$3.7M (+$358.4K)
Filed 2026-11-06
American State Bank (Iowa)
INCREASED
Shares13,843 from 13,519
Change+324 (+2%)
Value$3.7M (+$231.4K)
Filed 2026-11-03
Zions Bancorporation, National Association
DECREASED
Shares13,836 from 14,076
Change-240 (-2%)
Value$3.7M (+$88.1K)
Filed 2026-11-06
Armstrong, Fleming & Moore, Inc
DECREASED
Shares13,815 from 13,913
Change-98 (-1%)
Value$3.7M (+$123.7K)
Filed 2026-10-28
Tobam
DECREASED
Shares13,765 from 29,447
Change-15,682 (-53%)
Value$3.6M (-$3.8M)
Filed 2026-11-03
Grove Bank & Trust
DECREASED
Shares13,729 from 15,184
Change-1,455 (-10%)
Value$3.6M (-$221.7K)
Filed 2026-10-08
Old Mission Investment Co LLC
DECREASED
Shares13,727 from 15,094
Change-1,367 (-9%)
Value$3.6M (-$199.3K)
Filed 2026-10-22
Versant Capital Management, Inc
DECREASED
Shares13,667 from 13,834
Change-167 (-1%)
Value$3.6M (+$104.8K)
Filed 2026-10-02
Patton Fund Management, Inc.
NEW
Shares13,644
Change+13,644
Value$3.6M
Filed 2026-10-13
Nvwm, LLC
DECREASED
Shares13,625 from 13,755
Change-130 (-1%)
Value$3.6M (+$113.7K)
Filed 2026-10-14
Ullmann Wealth Partners Group, LLC
INCREASED
Shares13,594 from 12,767
Change+827 (+6%)
Value$3.6M (+$356.4K)
Filed 2026-11-02
Purkiss Capital Advisors LLC
DECREASED
Shares13,588 from 13,798
Change-210 (-2%)
Value$3.6M (+$93.0K)
Filed 2026-11-06
Trek Financial, LLC
DECREASED
Shares13,529 from 39,151
Change-25,622 (-65%)
Value$3.6M (-$6.4M)
Filed 2026-10-29
Viewpoint Capital Management LLC
INCREASED
Shares13,506 from 11,559
Change+1,947 (+17%)
Value$3.6M (+$639.9K)
Filed 2026-10-27
Paradigm Asset Management Co LLC
DECREASED
Shares13,500 from 14,900
Change-1,400 (-9%)
Value$3.6M (-$210.2K)
Filed 2026-11-05
Altfest L J & Co Inc
DECREASED
Shares13,456 from 13,727
Change-271 (-2%)
Value$3.6M (+$76.2K)
Filed 2026-10-27
Red Spruce Capital, LLC
INCREASED
Shares13,416 from 13,133
Change+283 (+2%)
Value$3.6M (+$216.4K)
Filed 2026-10-07
Baker Ellis Asset Management LLC
INCREASED
Shares13,414 from 13,294
Change+120 (+1%)
Value$3.6M (+$174.9K)
Filed 2026-10-14
Jeppson Wealth Management, LLC
UNCHANGED
Shares13,376 from 13,376
Change0 (0%)
Value$3.5M (+$144.1K)
Filed 2026-10-20
Schwarz Dygos Wheeler Investment Advisors LLC
INCREASED
Shares13,373 from 13,169
Change+204 (+2%)
Value$3.5M (+$195.9K)
Filed 2026-11-10
Blue Bell Private Wealth Management, LLC
INCREASED
Shares13,338 from 12,585
Change+753 (+6%)
Value$3.5M (+$334.9K)
Filed 2026-10-29
Greg Jennings, LLC
NEW
Shares13,337
Change+13,337
Value$3.5M
Filed 2026-10-19
Summit Asset Management, LLC
INCREASED
Shares13,320 from 13,186
Change+134 (+1%)
Value$3.5M (+$177.5K)
Filed 2026-11-05
KPP Advisory Services LLC
INCREASED
Shares13,309 from 13,304
Change+5 (+0%)
Value$3.5M (+$144.6K)
Filed 2026-10-26
Silvant Capital Management LLC
INCREASED
Shares13,292 from 2,471
Change+10,821 (+438%)
Value$3.5M (+$2.9M)
Filed 2026-11-09
Canopy Partners, LLC
INCREASED
Shares13,268 from 13,071
Change+197 (+2%)
Value$3.5M (+$192.9K)
Filed 2026-10-28
River Street Advisors LLC
DECREASED
Shares13,267 from 13,317
Change-50 (0%)
Value$3.5M (+$130.0K)
Filed 2026-10-22
South Shore Capital Advisors
DECREASED
Shares13,253 from 13,605
Change-352 (-3%)
Value$3.5M (+$53.2K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares13,248 from 10,604
Change+2,644 (+25%)
Value$3.5M (+$814.2K)
Filed 2026-11-04
Uhlmann Price Securities, LLC
DECREASED
Shares13,248 from 13,885
Change-637 (-5%)
Value$3.5M (-$18.4K)
Filed 2026-11-03
Lantz Financial LLC
INCREASED
Shares13,236 from 12,860
Change+376 (+3%)
Value$3.5M (+$238.2K)
Filed 2026-10-15
Bedel Financial Consulting, Inc.
INCREASED
Shares13,206 from 13,084
Change+122 (+1%)
Value$3.5M (+$173.2K)
Filed 2026-11-06
Murphy Pohlad Asset Management LLC
DECREASED
Shares13,159 from 13,589
Change-430 (-3%)
Value$3.5M (+$32.5K)
Filed 2026-10-22
Hudock, Inc.
DECREASED
Shares13,115 from 13,164
Change-49 (0%)
Value$3.5M (+$128.8K)
Filed 2026-10-14
Wealth Alliance Advisory Group, LLC
DECREASED
Shares13,111 from 14,937
Change-1,826 (-12%)
Value$3.5M (-$322.6K)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
INCREASED
Shares13,032 from 13,006
Change+26 (+0%)
Value$3.5M (+$147.0K)
Filed 2026-10-26
Westhampton Capital, LLC
INCREASED
Shares12,984 from 12,768
Change+216 (+2%)
Value$3.4M (+$194.7K)
Filed 2026-10-30
Schmidt P J Investment Management Inc
INCREASED
Shares12,962 from 12,493
Change+469 (+4%)
Value$3.4M (+$258.8K)
Filed 2026-11-02
Zullo Investment Group, Inc.
DECREASED
Shares12,952 from 13,095
Change-143 (-1%)
Value$3.4M (+$103.3K)
Filed 2026-10-20
Pinnacle West Asset Management, Inc.
DECREASED
Shares12,920 from 13,605
Change-685 (-5%)
Value$3.4M (-$35.0K)
Filed 2026-11-09
TigerOak Management, L.L.C.
DECREASED
Shares12,913 from 13,577
Change-664 (-5%)
Value$3.4M (-$29.6K)
Filed 2026-10-23
Bellecapital International Ltd.
INCREASED
Shares12,911 from 11,680
Change+1,231 (+11%)
Value$3.4M (+$451.7K)
Filed 2026-10-21
Middleton & Co Inc
DECREASED
Shares12,864 from 13,210
Change-346 (-3%)
Value$3.4M (+$50.7K)
Filed 2026-10-23
Clark Asset Management, LLC
DECREASED
Shares12,855 from 13,201
Change-346 (-3%)
Value$3.4M (+$50.6K)
Filed 2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED
Shares12,809 from 12,417
Change+392 (+3%)
Value$3.4M (+$237.4K)
Filed 2026-11-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares12,801 from 12,846
Change-45 (0%)
Value$3.3M (+$36.3K)
Filed 2026-10-21
Shrier Wealth Management, LLC
DECREASED
Shares12,771 from 12,796
Change-25 (0%)
Value$3.4M (+$131.3K)
Filed 2026-10-20
Benin Management Corp
DECREASED
Shares12,743 from 13,860
Change-1,117 (-8%)
Value$3.4M (-$146.2K)
Filed 2026-10-22
Capital Management Associates, Inc
INCREASED
Shares12,740 from 12,672
Change+68 (+1%)
Value$3.4M (+$154.4K)
Filed 2026-10-20
M&G Plc
DECREASED
Shares12,730 from 52,505
Change-39,775 (-76%)
Value$3.4M (-$10.0M)
Filed 2026-11-04
HT Partners LLC
DECREASED
Shares12,727 from 12,860
Change-133 (-1%)
Value$3.4M (+$103.3K)
Filed 2026-10-20
Outlook Wealth Advisors, LLC
DECREASED
Shares12,700 from 12,759
Change-59 (0%)
Value$3.4M (+$121.8K)
Filed 2026-10-28
United Bank
INCREASED
Shares12,681 from 12,463
Change+218 (+2%)
Value$3.4M (+$191.9K)
Filed 2026-11-06
William B. Walkup & Associates, Inc.
DECREASED
Shares12,639 from 12,858
Change-219 (-2%)
Value$3.3M (+$80.5K)
Filed 2026-11-05
Register Financial Advisors LLC
DECREASED
Shares12,599 from 12,648
Change-49 (0%)
Value$3.3M (+$123.2K)
Filed 2026-10-23
LongView Wealth Management
INCREASED
Shares12,578 from 12,568
Change+10 (+0%)
Value$3.3M (+$138.0K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares12,568 from 12,288
Change+280 (+2%)
Value$3.3M (+$206.3K)
Filed 2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED
Shares12,543 from 12,838
Change-295 (-2%)
Value$3.3M (+$60.2K)
Filed 2026-10-28
Sawgrass Asset Management LLC
DECREASED
Shares12,512 from 12,648
Change-136 (-1%)
Value$3.3M (+$100.2K)
Filed 2026-11-03
Sovran Advisors, LLC
DECREASED
Shares12,490 from 12,511
Change-21 (0%)
Value$3.4M (+$100.3K)
Filed 2026-11-02
PFW Advisors LLC
INCREASED
Shares12,428 from 12,424
Change+4 (+0%)
Value$3.3M (+$134.7K)
Filed 2026-10-07
Symmetry Partners, LLC
INCREASED
Shares12,406 from 8,497
Change+3,909 (+46%)
Value$3.3M (+$1.1M)
Filed 2026-10-27
Allen Capital Group, LLC
INCREASED
Shares12,385 from 12,012
Change+373 (+3%)
Value$3.3M (+$228.2K)
Filed 2026-10-27
Root Financial Partners, LLC
INCREASED
Shares12,364 from 9,301
Change+3,063 (+33%)
Value$3.3M (+$911.2K)
Filed 2026-10-21
Indiana Trust & Investment Management Co
DECREASED
Shares12,328 from 12,463
Change-135 (-1%)
Value$3.3M (+$98.5K)
Filed 2026-10-22
Gables Capital Management Inc.
UNCHANGED
Shares12,302 from 12,302
Change0 (0%)
Value$3.3M (+$132.5K)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares12,257 from 12,264
Change-7 (0%)
Value$3.2M (+$130.3K)
Filed 2026-10-30
Tealwood Asset Management Inc
DECREASED
Shares12,236 from 12,345
Change-109 (-1%)
Value$3.2M (+$3.2M)
Filed 2026-10-13
Gilliland Jeter Wealth Management LLC
DECREASED
Shares12,208 from 12,245
Change-37 (0%)
Value$3.2M (+$121.9K)
Filed 2026-10-28
Obermeyer Wealth Partners
DECREASED
Shares12,180 from 12,201
Change-21 (0%)
Value$3.2M (+$125.8K)
Filed 2026-10-21
Norris Perne & French LLP
DECREASED
Shares12,143 from 144,696
Change-132,553 (-92%)
Value$3.2M (-$33.5M)
Filed 2026-10-23
Strategic Blueprint, LLC
DECREASED
Shares12,127 from 12,796
Change-669 (-5%)
Value$3.2M (-$39.2K)
Filed 2026-10-22
Signature Wealth Management Partners, LLC
DECREASED
Shares12,091 from 12,381
Change-290 (-2%)
Value$3.2M (+$56.5K)
Filed 2026-10-21
Insight Inv LLC
UNCHANGED
Shares12,074 from 12,074
Change0 (0%)
Value$3.2M (+$130.0K)
Filed 2026-10-27
Heartwood Wealth Advisors LLC
DECREASED
Shares12,000 from 12,229
Change-229 (-2%)
Value$3.2M (+$71.1K)
Filed 2026-10-05
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares11,995 from 12,008
Change-13 (0%)
Value$3.2M (+$126.0K)
Filed 2026-10-27
Silver OAK Securities, Incorporated
INCREASED
Shares11,992 from 10,822
Change+1,170 (+11%)
Value$3.3M (+$564.0K)
Filed 2026-11-09
Hilltop National Bank
DECREASED
Shares11,951 from 12,398
Change-447 (-4%)
Value$3.2M (+$15.2K)
Filed 2026-10-14
Baron Wealth Management LLC
INCREASED
Shares11,916 from 11,563
Change+353 (+3%)
Value$3.2M (+$218.0K)
Filed 2026-10-27
River Wealth Advisors LLC
DECREASED
Shares11,915 from 13,550
Change-1,635 (-12%)
Value$3.2M (-$286.9K)
Filed 2026-11-09
Net Worth Advisory Group
DECREASED
Shares11,899 from 12,181
Change-282 (-2%)
Value$3.1M (-$15.9K)
Filed 2026-10-20
Gilman Hill Asset Management, LLC
DECREASED
Shares11,868 from 12,793
Change-925 (-7%)
Value$3.1M (-$107.1K)
Filed 2026-10-13
PW Nova Financial Services LLC
DECREASED
Shares11,861 from 13,072
Change-1,211 (-9%)
Value$3.1M (-$179.8K)
Filed 2026-10-15
Lynch Asset Management, Inc.
UNCHANGED
Shares11,850 from 11,850
Change0 (0%)
Value$3.1M (+$127.6K)
Filed 2026-10-28
Cambridge Advisors Inc.
INCREASED
Shares11,849 from 11,786
Change+63 (+1%)
Value$3.1M (+$143.6K)
Filed 2026-10-19
Lummis Asset Management, LP
DECREASED
Shares11,848 from 12,849
Change-1,001 (-8%)
Value$3.2M (-$77.5K)
Filed 2026-11-09
OmniStar Financial Group, Inc.
INCREASED
Shares11,811 from 8,487
Change+3,324 (+39%)
Value$3.1M (+$971.4K)
Filed 2026-10-26
Bourne Lent Asset Management Inc
DECREASED
Shares11,811 from 12,206
Change-395 (-3%)
Value$3.1M (+$26.9K)
Filed 2026-11-05
Trinity Wealth Management, LLC
INCREASED
Shares11,783 from 10,942
Change+841 (+8%)
Value$3.1M (+$340.6K)
Filed 2026-10-13
NBH Bank
INCREASED
Shares11,716 from 11,346
Change+370 (+3%)
Value$3.1M (+$220.2K)
Filed 2026-11-05
Dividend Assets Capital, LLC
INCREASED
Shares11,670 from 11,094
Change+576 (+5%)
Value$3.1M (+$272.0K)
Filed 2026-11-10
Core Wealth Partners LLC
INCREASED
Shares11,611 from 11,580
Change+31 (+0%)
Value$3.1M (+$132.9K)
Filed 2026-11-02
Parisi Gray Wealth Management
INCREASED
Shares11,587 from 11,227
Change+360 (+3%)
Value$3.1M (+$216.2K)
Filed 2026-10-16
Moss Adams Wealth Advisors LLC
DECREASED
Shares11,534 from 12,601
Change-1,067 (-8%)
Value$3.1M (-$146.6K)
Filed 2026-10-28
Pflug Koory, LLC
UNCHANGED
Shares11,532 from 11,532
Change0 (0%)
Value$3.1M (+$124.2K)
Filed 2026-10-26
FSM Wealth Advisors, LLC
DECREASED
Shares11,512 from 11,630
Change-118 (-1%)
Value$3.0M (-$1.1K)
Filed 2026-10-27
Roman Butler Fullerton & Co
DECREASED
Shares11,479 from 11,481
Change-2 (0%)
Value$2.9M (-$46.1K)
Filed 2026-10-27
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares11,467 from 11,913
Change-446 (-4%)
Value$3.0M (+$10.1K)
Filed 2026-10-06
Twelve Points Wealth Management LLC
DECREASED
Shares11,447 from 11,534
Change-87 (-1%)
Value$3.1M (+$198.0K)
Filed 2026-11-03
Valley Brook Capital Group, Inc.
DECREASED
Shares11,417 from 11,532
Change-115 (-1%)
Value$3.0M (+$93.8K)
Filed 2026-10-26
Evanson Financial, LLC
DECREASED
Shares11,386 from 12,934
Change-1,548 (-12%)
Value$3.0M (-$270.3K)
Filed 2026-10-23
Shum Financial Group, Inc.
DECREASED
Shares11,386 from 11,612
Change-226 (-2%)
Value$3.0M (+$65.3K)
Filed 2026-10-13
Shepherd Financial Partners LLC
DECREASED
Shares11,383 from 11,597
Change-214 (-2%)
Value$3.0M (+$68.2K)
Filed 2026-11-03
Triad Wealth Partners, LLC
DECREASED
Shares11,330 from 11,592
Change-262 (-2%)
Value$3.0M (+$50.5K)
Filed 2026-10-26
St. Louis Financial Planners Asset Management, LLC
DECREASED
Shares11,326 from 13,521
Change-2,195 (-16%)
Value$3.0M (-$530.3K)
Filed 2026-10-16
Point Windward Advisors Inc.
DECREASED
Shares11,322 from 12,001
Change-679 (-6%)
Value$3.0M (-$50.5K)
Filed 2026-11-06
Allegheny Financial Group
INCREASED
Shares11,322 from 11,012
Change+310 (+3%)
Value$3.0M (+$200.7K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
INCREASED
Shares11,288 from 11,273
Change+15 (+0%)
Value$3.0M (+$125.4K)
Filed 2026-10-23
City State Bank
INCREASED
Shares11,275 from 11,234
Change+41 (+0%)
Value$3.0M (+$131.8K)
Filed 2026-10-20
Werlinich Asset Management, LLC
DECREASED
Shares11,240 from 15,240
Change-4,000 (-26%)
Value$3.0M (-$894.8K)
Filed 2026-10-09
Trillium Asset Management, LLC
DECREASED
Shares11,238 from 11,314
Change-76 (-1%)
Value$3.0M (+$101.7K)
Filed 2026-11-09
Diversified Management Inc
INCREASED
Shares11,197 from 7,731
Change+3,466 (+45%)
Value$3.0M (+$1.0M)
Filed 2026-10-08
Revolve Wealth Partners, LLC
DECREASED
Shares11,192 from 12,023
Change-831 (-7%)
Value$3.0M (-$90.5K)
Filed 2026-10-23
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares11,173 from 8,024
Change+3,149 (+39%)
Value$3.0M (+$920.0K)
Filed 2026-11-05
Sentinel Trust Co LBA
INCREASED
Shares11,167 from 10,367
Change+800 (+8%)
Value$3.0M (+$3.0M)
Filed 2026-11-03
PFC Capital Group, Inc.
INCREASED
Shares11,167 from 10,800
Change+367 (+3%)
Value$3.0M (+$213.3K)
Filed 2026-11-06
GoalVest Advisory LLC
INCREASED
Shares11,148 from 10,483
Change+665 (+6%)
Value$3.0M (+$289.0K)
Filed 2026-10-02
Financial Planning Hawaii, Inc.
DECREASED
Shares11,147 from 11,302
Change-155 (-1%)
Value$3.0M (+$80.7K)
Filed 2026-10-13
Sheets Smith Wealth Management
INCREASED
Shares11,141 from 11,131
Change+10 (+0%)
Value$2.9M (+$122.4K)
Filed 2026-10-16
Zevenbergen Capital Investments LLC
INCREASED
Shares11,139 from 11,129
Change+10 (+0%)
Value$2.9M (+$122.5K)
Filed 2026-10-08
Lederer & Associates Investment Counsel
DECREASED
Shares11,098 from 11,162
Change-64 (-1%)
Value$2.9M (+$2.9M)
Filed 2026-10-23
Diligent Investors, LLC
INCREASED
Shares11,079 from 10,932
Change+147 (+1%)
Value$2.9M (+$156.7K)
Filed 2026-10-21
Brandywine OAK Private Wealth LLC
INCREASED
Shares11,064 from 11,063
Change+1 (+0%)
Value$2.9M (+$119.3K)
Filed 2026-10-23
TFR Capital, Llc.
INCREASED
Shares11,048 from 10,871
Change+177 (+2%)
Value$2.9M (+$163.9K)
Filed 2026-11-09
Applied Capital LLC
DECREASED
Shares11,036 from 11,063
Change-27 (0%)
Value$2.9M (+$112.0K)
Filed 2026-10-07
Parcion Private Wealth LLC
INCREASED
Shares10,996 from 10,739
Change+257 (+2%)
Value$2.9M (+$183.7K)
Filed 2026-10-28
Albion Financial Group
DECREASED
Shares10,987 from 11,083
Change-96 (-1%)
Value$2.9M (+$94.0K)
Filed 2026-10-21
Arnhold LLC
UNCHANGED
Shares10,958 from 10,958
Change0 (0%)
Value$2.9M (+$118.0K)
Filed 2026-10-26
McCarthy Asset Management, Inc.
INCREASED
Shares10,935 from 10,933
Change+2 (+0%)
Value$2.9M (+$118.3K)
Filed 2026-10-20
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares10,932 from 11,206
Change-274 (-2%)
Value$2.9M (+$48.3K)
Filed 2026-10-13
Bradyco, Inc.
DECREASED
Shares10,914 from 11,798
Change-884 (-7%)
Value$2.9M (-$107.0K)
Filed 2026-11-03
MB, Levis & Associates, LLC
INCREASED
Shares10,879 from 10,703
Change+176 (+2%)
Value$2.9M (+$161.8K)
Filed 2026-10-16
Knuff & Co LLC
DECREASED
Shares10,873 from 10,973
Change-100 (-1%)
Value$2.9M (+$91.7K)
Filed 2026-11-06
Patriot Investment Management Group, Inc.
INCREASED
Shares10,837 from 10,760
Change+77 (+1%)
Value$2.9M (+$136.1K)
Filed 2026-10-15
Gen-Wealth Partners Inc
DECREASED
Shares10,832 from 12,624
Change-1,792 (-14%)
Value$2.9M (-$338.4K)
Filed 2026-11-04
General Partner, Inc.
UNCHANGED
Shares10,818 from 10,818
Change0 (0%)
Value$2.9M (+$116.5K)
Filed 2026-10-05
Granite Harbor Advisors, Inc.
DECREASED
Shares10,755 from 11,040
Change-285 (-3%)
Value$2.8M (+$43.5K)
Filed 2026-11-10
Elyxium Wealth, LLC
DECREASED
Shares10,747 from 10,749
Change-2 (0%)
Value$2.8M (+$115.2K)
Filed 2026-10-27
Arthur M. Cohen & Associates, LLC
INCREASED
Shares10,736 from 10,636
Change+100 (+1%)
Value$2.8M (+$141.0K)
Filed 2026-10-26
Magnolia Capital Management LTD
UNCHANGED
Shares10,713 from 10,713
Change0 (0%)
Value$2.8M (+$2.8M)
Filed 2026-10-09
Forza Wealth Management, LLC
INCREASED
Shares10,694 from 10,314
Change+380 (+4%)
Value$2.8M (+$211.7K)
Filed 2026-10-20
WealthPLAN Partners, LLC
INCREASED
Shares10,669 from 10,435
Change+234 (+2%)
Value$2.8M (+$174.3K)
Filed 2026-10-15
Peregrine Asset Advisers, Inc.
INCREASED
Shares10,650 from 10,497
Change+153 (+1%)
Value$2.8M (+$153.7K)
Filed 2026-11-09
First City Capital Management, Inc.
DECREASED
Shares10,647 from 10,712
Change-65 (-1%)
Value$2.8M (+$98.2K)
Filed 2026-10-27
LCM Capital Management Inc
DECREASED
Shares10,640 from 10,695
Change-55 (-1%)
Value$2.8M (+$100.6K)
Filed 2026-10-20
MBL Wealth, LLC
INCREASED
Shares10,620 from 10,383
Change+237 (+2%)
Value$2.8M (+$174.6K)
Filed 2026-10-22
Cypress Wealth Services, LLC
INCREASED
Shares10,618 from 10,579
Change+39 (+0%)
Value$2.7M (+$18.6K)
Filed 2026-10-21
Edgemoor Investment Advisors, Inc.
INCREASED
Shares10,608 from 10,588
Change+20 (+0%)
Value$2.8M (+$119.1K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
INCREASED
Shares10,598 from 10,495
Change+103 (+1%)
Value$2.8M (+$140.2K)
Filed 2026-11-06
Advisors Preferred, LLC
DECREASED
Shares10,595 from 11,064
Change-469 (-4%)
Value$2.7M (-$197.6K)
Filed 2026-11-09
Weil Company, Inc.
INCREASED
Shares10,593 from 9,680
Change+913 (+9%)
Value$2.8M (+$345.9K)
Filed 2026-10-14
West Bancorporation Inc
INCREASED
Shares10,576 from 2,396
Change+8,180 (+341%)
Value$2.8M (+$2.2M)
Filed 2026-10-29
Blueprint Financial Advisors LLC
NEW
Shares10,549
Change+10,549
Value$2.8M
Filed 2026-10-28
Cardiff Park Advisors, LLC
DECREASED
Shares10,527 from 10,612
Change-85 (-1%)
Value$2.8M (+$91.9K)
Filed 2026-11-09
Citrine Capital LLC
INCREASED
Shares10,523 from 10,468
Change+55 (+1%)
Value$2.8M (+$127.3K)
Filed 2026-10-14
TriaGen Wealth Management LLC
INCREASED
Shares10,511 from 4,132
Change+6,379 (+154%)
Value$2.8M (+$1.7M)
Filed 2026-10-14
MTM Investment Management, LLC
INCREASED
Shares10,486 from 10,367
Change+119 (+1%)
Value$2.8M (+$143.3K)
Filed 2026-10-30
Primoris Wealth Advisors, LLC
UNCHANGED
Shares10,464 from 10,464
Change0 (0%)
Value$2.8M (+$112.7K)
Filed 2026-10-28
Investment Partners, Ltd.
INCREASED
Shares10,462 from 4,867
Change+5,595 (+115%)
Value$2.8M (+$1.5M)
Filed 2026-10-29
Clear Creek Financial Management, LLC
INCREASED
Shares10,441 from 10,174
Change+267 (+3%)
Value$2.8M (+$180.5K)
Filed 2026-10-28
Mcrae Capital Management Inc
DECREASED
Shares10,438 from 10,439
Change-1 (0%)
Value$2.8M (+$112.4K)
Filed 2026-10-15
Baker Tilly Wealth Management, LLC
INCREASED
Shares10,423 from 9,954
Change+469 (+5%)
Value$2.8M (+$231.2K)
Filed 2026-10-05
Abacus Planning Group, Inc.
INCREASED
Shares10,389 from 9,886
Change+503 (+5%)
Value$2.8M (+$239.7K)
Filed 2026-11-02
Grey Fox Wealth Advisors, LLC
INCREASED
Shares10,329 from 10,053
Change+276 (+3%)
Value$2.7M (+$181.5K)
Filed 2026-11-03
Finward Bancorp
DECREASED
Shares10,311 from 10,503
Change-192 (-2%)
Value$2.7M (+$62.3K)
Filed 2026-10-14
Kimelman & Baird, LLC
UNCHANGED
Shares10,250 from 10,250
Change0 (0%)
Value$2.7M (+$110.4K)
Filed 2026-11-03
Personal CFO Solutions, LLC
DECREASED
Shares10,248 from 14,929
Change-4,681 (-31%)
Value$2.7M (-$1.1M)
Filed 2026-11-06
Harfst & Associates, Inc.
INCREASED
Shares10,213 from 10,152
Change+61 (+1%)
Value$2.7M (+$125.7K)
Filed 2026-10-20
Sendero Wealth Management, LLC
DECREASED
Shares10,192 from 10,279
Change-87 (-1%)
Value$2.7M (+$87.7K)
Filed 2026-10-14
Hummer Financial Advisory Services Inc
DECREASED
Shares10,162 from 10,462
Change-300 (-3%)
Value$2.7M (+$33.3K)
Filed 2026-10-09
Great Lakes Advisors, LLC
DECREASED
Shares10,156 from 10,487
Change-331 (-3%)
Value$2.7M (+$25.3K)
Filed 2026-11-06
Investors Asset Management of Georgia Inc
UNCHANGED
Shares10,140 from 10,140
Change0 (0%)
Value$2.7M (+$109.2K)
Filed 2026-10-20
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares10,139 from 10,058
Change+81 (+1%)
Value$2.7M (+$129.8K)
Filed 2026-10-22
Greenfield Savings Bank
DECREASED
Shares10,131 from 10,166
Change-35 (0%)
Value$2.7M (+$100.2K)
Filed 2026-10-07
Bank & Trust Co
UNCHANGED
Shares10,126 from 10,126
Change0 (0%)
Value$2.7M (+$109.1K)
Filed 2026-10-07
First Bank & Trust
DECREASED
Shares10,123 from 10,533
Change-410 (-4%)
Value$2.7M (+$4.9K)
Filed 2026-10-19
FinArc Investments, Inc.
DECREASED
Shares10,118 from 10,887
Change-769 (-7%)
Value$2.7M (-$86.3K)
Filed 2026-10-14
Saybrook Capital
INCREASED
Shares10,117 from 10,067
Change+50 (+1%)
Value$2.7M (+$121.7K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares10,115
Change+10,115
Value$2.7M
Filed 2026-10-21
Algebris (UK) LTD
NEW
Shares10,107
Change+10,107
Value$2.7M
Filed 2026-11-06
Oslo Pensjonsforsikring AS
INCREASED
Shares10,107 from 9,813
Change+294 (+3%)
Value$2.7M (+$183.5K)
Filed 2026-10-15
Providence Wealth Advisors, LLC
INCREASED
Shares10,056 from 10,046
Change+10 (+0%)
Value$2.6M (-$55.7K)
Filed 2026-10-29
Forum Financial Management, LP
DECREASED
Shares10,052 from 12,625
Change-2,573 (-20%)
Value$2.7M (-$545.0K)
Filed 2026-10-16
West Family Investments, Inc.
INCREASED
Shares10,046 from 9,824
Change+222 (+2%)
Value$2.7M (+$164.6K)
Filed 2026-11-09
Carson Advisory Inc.
DECREASED
Shares10,028 from 10,242
Change-214 (-2%)
Value$2.7M (+$53.7K)
Filed 2026-11-06
Private Wealth Management Group, LLC
INCREASED
Shares10,024 from 10,022
Change+2 (+0%)
Value$2.7M (+$108.4K)
Filed 2026-10-19
Partnership Wealth Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$2.6M (+$107.7K)
Filed 2026-10-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares9,998 from 9,998
Change0 (0%)
Value$2.6M (+$107.7K)
Filed 2026-10-26
D'Orazio & Associates, Inc.
INCREASED
Shares9,996 from 9,747
Change+249 (+3%)
Value$2.6M (+$170.9K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares9,992 from 20,122
Change-10,130 (-50%)
Value$2.6M (-$2.5M)
Filed 2026-10-21
Mattern Wealth Management LLC
UNCHANGED
Shares9,980 from 9,980
Change0 (0%)
Value$2.6M (+$107.5K)
Filed 2026-11-04
Balboa Wealth Partners
INCREASED
Shares9,978 from 9,731
Change+247 (+3%)
Value$2.6M (+$170.1K)
Filed 2026-10-20
Intrua Financial, LLC
DECREASED
Shares9,968 from 10,446
Change-478 (-5%)
Value$2.6M (-$13.9K)
Filed 2026-10-28
West Michigan Advisors, LLC
DECREASED
Shares9,959 from 10,207
Change-248 (-2%)
Value$2.6M (+$44.3K)
Filed 2026-11-09
Allen Wealth Management, LLC
DECREASED
Shares9,958 from 10,760
Change-802 (-7%)
Value$2.6M (-$96.4K)
Filed 2026-10-29
Crew Capital Management, Ltd
INCREASED
Shares9,957 from 9,271
Change+686 (+7%)
Value$2.6M (+$281.5K)
Filed 2026-10-28
Natural Investments, LLC
INCREASED
Shares9,950 from 9,613
Change+337 (+4%)
Value$2.6M (+$193.2K)
Filed 2026-11-06
Lakeshore Capital Group, Inc.
INCREASED
Shares9,944 from 9,394
Change+550 (+6%)
Value$2.6M (+$246.8K)
Filed 2026-10-20
Twin Tree Management, LP
NEW
Shares9,920
Change+9,920
Value$2.6M
Filed 2026-11-10
Ironwood Financial, llc
DECREASED
Shares9,914 from 9,925
Change-11 (0%)
Value$2.6M (+$66.3K)
Filed 2026-10-20
Doliver Advisors, LP
DECREASED
Shares9,885 from 10,159
Change-274 (-3%)
Value$2.6M (+$36.9K)
Filed 2026-10-01
Bourgeon Capital Management LLC
INCREASED
Shares9,875 from 9,856
Change+19 (+0%)
Value$2.6M (+$111.2K)
Filed 2026-10-19
Argos Wealth Advisors, LLC
DECREASED
Shares9,869 from 9,893
Change-24 (0%)
Value$2.6M (+$100.2K)
Filed 2026-11-02
Intesa Sanpaolo Wealth Management
INCREASED
Shares9,867 from 9,737
Change+130 (+1%)
Value$2.6M (+$139.3K)
Filed 2026-10-28
AlpenGlobal Capital LLC
NEW
Shares9,851
Change+9,851
Value$2.6M
Filed 2026-11-06
Kennon-Green & Company, LLC
DECREASED
Shares9,797 from 11,153
Change-1,356 (-12%)
Value$2.6M (-$238.9K)
Filed 2026-10-05
Traphagen Investment Advisors LLC
DECREASED
Shares9,790 from 9,821
Change-31 (0%)
Value$2.6M (+$97.3K)
Filed 2026-10-14
Kelleher Financial Advisors
DECREASED
Shares9,766 from 12,574
Change-2,808 (-22%)
Value$2.6M (-$608.1K)
Filed 2026-10-30
Ashton Thomas Securities, LLC
DECREASED
Shares9,765 from 10,003
Change-238 (-2%)
Value$2.6M (+$74.4K)
Filed 2026-10-26
Arista Wealth Management, LLC
INCREASED
Shares9,756 from 9,713
Change+43 (+0%)
Value$2.6M (+$116.0K)
Filed 2026-10-29
FCG Investment Co
INCREASED
Shares9,735 from 8,748
Change+987 (+11%)
Value$2.6M (+$355.5K)
Filed 2026-10-13
Sound Income Strategies, LLC
INCREASED
Shares9,712 from 9,354
Change+358 (+4%)
Value$2.5M (+$115.1K)
Filed 2026-10-09
Nicholson Wealth Management Group, LLC
DECREASED
Shares9,695 from 10,392
Change-697 (-7%)
Value$2.6M (-$72.6K)
Filed 2026-11-09
111 Capital
NEW
Shares9,694
Change+9,694
Value$2.6M
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
DECREASED
Shares9,672 from 10,862
Change-1,190 (-11%)
Value$2.6M (-$198.2K)
Filed 2026-11-03
GSG Advisors LLC
DECREASED
Shares9,672 from 9,956
Change-284 (-3%)
Value$2.6M (+$32.0K)
Filed 2026-11-03
Riverbridge Partners LLC
DECREASED
Shares9,620 from 9,904
Change-284 (-3%)
Value$2.5M (+$31.5K)
Filed 2026-11-05
Midland Wealth Advisors, LLC
DECREASED
Shares9,612 from 10,248
Change-636 (-6%)
Value$2.5M (-$58.0K)
Filed 2026-10-26
IVC Wealth Advisors LLC
DECREASED
Shares9,606 from 10,167
Change-561 (-6%)
Value$2.5M (-$39.2K)
Filed 2026-10-23
Altman Advisors, Inc.
DECREASED
Shares9,603 from 9,634
Change-31 (0%)
Value$2.5M (+$95.6K)
Filed 2026-11-05
Powers Advisory Group, LLC
DECREASED
Shares9,599 from 9,697
Change-98 (-1%)
Value$2.5M (+$78.7K)
Filed 2026-10-14
Consilium Wealth Advisory, LLC
INCREASED
Shares9,575 from 8,793
Change+782 (+9%)
Value$2.5M (+$301.9K)
Filed 2026-10-14
Kesler, Norman & Wride, LLC
DECREASED
Shares9,570 from 9,728
Change-158 (-2%)
Value$2.5M (+$63.0K)
Filed 2026-11-06
Islay Capital Management, LLC
INCREASED
Shares9,532 from 9,511
Change+21 (+0%)
Value$2.5M (+$108.0K)
Filed 2026-10-20
Z3 Capital Partners, LLC
DECREASED
Shares9,489 from 9,831
Change-342 (-3%)
Value$2.5M (+$15.5K)
Filed 2026-11-10
Wedgewood Investors Inc
INCREASED
Shares9,469 from 9,401
Change+68 (+1%)
Value$2.5M (+$119.3K)
Filed 2026-10-28
Bill Few Associates, Inc.
INCREASED
Shares9,468 from 9,146
Change+322 (+4%)
Value$2.5M (+$183.7K)
Filed 2026-10-09
Eukles Asset Management
DECREASED
Shares9,394 from 9,471
Change-77 (-1%)
Value$2.5M (+$81.4K)
Filed 2026-11-04
Progressive Investment Management Corp
UNCHANGED
Shares9,390 from 9,390
Change0 (0%)
Value$2.5M (+$101.1K)
Filed 2026-10-26
Swiss RE LTD
INCREASED
Shares9,389 from 5,719
Change+3,670 (+64%)
Value$2.5M (+$1.0M)
Filed 2026-11-06
Carl P. Sherr & Co., LLC
UNCHANGED
Shares9,381 from 9,381
Change0 (0%)
Value$2.5M (+$101.0K)
Filed 2026-11-06
Hartford Financial Management Inc.
DECREASED
Shares9,373 from 9,405
Change-32 (0%)
Value$2.5M (+$92.8K)
Filed 2026-10-21
West Paces Advisors Inc.
DECREASED
Shares9,358 from 9,783
Change-425 (-4%)
Value$2.5M (-$7.0K)
Filed 2026-10-13
Accredited Investors Inc.
INCREASED
Shares9,349 from 7,952
Change+1,397 (+18%)
Value$2.5M (+$455.4K)
Filed 2026-11-03
Crane Advisory, LLC
UNCHANGED
Shares9,346 from 9,346
Change0 (0%)
Value$2.4M (+$27.7K)
Filed 2026-10-13
NWF Advisory Services Inc.
DECREASED
Shares9,343 from 9,493
Change-150 (-2%)
Value$2.5M (+$62.0K)
Filed 2026-10-19
Abel Hall, LLC
INCREASED
Shares9,341 from 9,158
Change+183 (+2%)
Value$2.5M (+$147.1K)
Filed 2026-10-19
Louisbourg Investments Inc.
DECREASED
Shares9,300 from 9,986
Change-686 (-7%)
Value$2.3M (-$81.9K)
Filed 2026-10-20
Dorato Capital Management
INCREASED
Shares9,292 from 9,277
Change+15 (+0%)
Value$2.4M (+$17.5K)
Filed 2026-10-08
Burford Brothers, Inc.
INCREASED
Shares9,287 from 9,209
Change+78 (+1%)
Value$2.5M (+$119.8K)
Filed 2026-10-21
W Advisors, LLC
INCREASED
Shares9,271 from 9,238
Change+33 (+0%)
Value$2.5M (+$108.4K)
Filed 2026-11-02
Community Financial Services Group, LLC
INCREASED
Shares9,263 from 5,518
Change+3,745 (+68%)
Value$2.4M (+$994.5K)
Filed 2026-10-15
Rice Partnership, LLC
INCREASED
Shares9,263 from 8,168
Change+1,095 (+13%)
Value$2.5M (+$377.9K)
Filed 2026-11-09
CrossGen Wealth, LLC
INCREASED
Shares9,257 from 8,901
Change+356 (+4%)
Value$2.5M (+$190.2K)
Filed 2026-10-30
Trust Co of the South
INCREASED
Shares9,216 from 9,143
Change+73 (+1%)
Value$2.4M (+$117.8K)
Filed 2026-10-21
Probity Advisors, Inc.
DECREASED
Shares9,199 from 9,274
Change-75 (-1%)
Value$2.4M (+$79.8K)
Filed 2026-10-23
Sterling Financial Planning, Inc.
DECREASED
Shares9,174 from 9,653
Change-479 (-5%)
Value$2.4M (-$22.8K)
Filed 2026-10-28
Well Done, LLC
DECREASED
Shares9,168 from 9,432
Change-264 (-3%)
Value$2.4M (+$31.5K)
Filed 2026-10-20
Bank Pictet & Cie (Europe) AG
INCREASED
Shares9,167 from 8,628
Change+539 (+6%)
Value$2.4M (+$235.6K)
Filed 2026-10-20
Peddock Capital Advisors, LLC
DECREASED
Shares9,165 from 9,928
Change-763 (-8%)
Value$2.4M (-$95.0K)
Filed 2026-10-16
Wulff, Hansen & Co.
INCREASED
Shares9,157 from 9,032
Change+125 (+1%)
Value$2.4M (+$130.4K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
INCREASED
Shares9,153 from 4,470
Change+4,683 (+105%)
Value$2.4M (+$1.3M)
Filed 2026-11-09
Peachtree Investment Partners, LLC
INCREASED
Shares9,142 from 8,948
Change+194 (+2%)
Value$2.4M (+$147.8K)
Filed 2026-11-05
Tortuga Wealth Management, Inc
DECREASED
Shares9,137 from 9,482
Change-345 (-4%)
Value$2.4M (+$11.5K)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares9,130 from 7,361
Change+1,769 (+24%)
Value$2.4M (+$547.7K)
Filed 2026-10-27
Integris Wealth Management, LLC
INCREASED
Shares9,125 from 9,085
Change+40 (+0%)
Value$2.4M (+$108.4K)
Filed 2026-10-14
First Command Advisory Services, Inc.
DECREASED
Shares9,100 from 9,995
Change-895 (-9%)
Value$2.4M (-$129.3K)
Filed 2026-11-05
Patrick M Sweeney & Associates, Inc
DECREASED
Shares9,092 from 9,126
Change-34 (0%)
Value$2.4M (+$89.1K)
Filed 2026-10-22
Tranquility Partners, LLC
INCREASED
Shares9,072 from 8,942
Change+130 (+1%)
Value$2.4M (+$130.7K)
Filed 2026-10-20
Cascade Investment Advisors, Inc.
DECREASED
Shares9,064 from 9,319
Change-255 (-3%)
Value$2.4M (+$32.9K)
Filed 2026-11-02
Quent Capital, LLC
DECREASED
Shares9,026 from 10,802
Change-1,776 (-16%)
Value$2.5M (-$253.6K)
Filed 2026-11-09
Essential Investment Partners LLC
DECREASED
Shares9,025 from 9,139
Change-114 (-1%)
Value$2.4M (+$68.2K)
Filed 2026-10-27
Mount Lucas Management LP
INCREASED
Shares9,011 from 8,815
Change+196 (+2%)
Value$2.4M (+$146.8K)
Filed 2026-11-09
SYM Financial Corp
INCREASED
Shares9,006 from 8,776
Change+230 (+3%)
Value$2.4M (+$155.3K)
Filed 2026-10-26
Optas, LLC
DECREASED
Shares9,002 from 9,047
Change-45 (0%)
Value$2.4M (+$85.5K)
Filed 2026-11-09
Davis Capital Management
DECREASED
Shares8,994 from 9,856
Change-862 (-9%)
Value$2.4M (-$122.1K)
Filed 2026-10-08
Morguard Lincluden Global Investments Ltd
DECREASED
Shares8,994 from 9,263
Change-269 (-3%)
Value$2.4M (+$28.0K)
Filed 2026-10-28
Kennedy Investment Group, Inc.
INCREASED
Shares8,989 from 6,591
Change+2,398 (+36%)
Value$2.4M (+$705.8K)
Filed 2026-10-21
Epiq Partners, LLC
DECREASED
Shares8,980 from 9,020
Change-40 (0%)
Value$2.4M (+$86.6K)
Filed 2026-10-07
Ascent Wealth Partners, LLC
INCREASED
Shares8,951 from 2,940
Change+6,011 (+204%)
Value$2.4M (+$1.6M)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
DECREASED
Shares8,949 from 8,972
Change-23 (0%)
Value$2.4M (+$88.5K)
Filed 2026-10-13
Abundance Wealth Counselors
DECREASED
Shares8,935 from 10,083
Change-1,148 (-11%)
Value$2.4M (-$195.3K)
Filed 2026-10-26
M.E. Allison & Co., Inc.
UNCHANGED
Shares8,924 from 8,924
Change0 (0%)
Value$2.4M (+$96.1K)
Filed 2026-10-09
Strategic Financial Services, Inc.
DECREASED
Shares8,886 from 8,944
Change-58 (-1%)
Value$2.4M (+$81.0K)
Filed 2026-11-10
First Interstate Bank
DECREASED
Shares8,877 from 9,051
Change-174 (-2%)
Value$2.4M (+$51.4K)
Filed 2026-10-23
Gibbs Wealth Management
DECREASED
Shares8,873 from 9,008
Change-135 (-1%)
Value$2.3M (+$61.5K)
Filed 2026-10-22
Advisory Solutions Group, LLC
INCREASED
Shares8,869 from 2,924
Change+5,945 (+203%)
Value$2.3M (+$1.6M)
Filed 2026-10-14
Carolina Wealth Advisors, LLC
INCREASED
Shares8,859 from 8,728
Change+131 (+2%)
Value$2.3M (+$128.7K)
Filed 2026-10-23
Founders Grove Wealth Partners, LLC
INCREASED
Shares8,856 from 8,327
Change+529 (+6%)
Value$2.3M (+$229.7K)
Filed 2026-10-16
Pine Haven Investment Counsel, Inc
DECREASED
Shares8,855 from 8,955
Change-100 (-1%)
Value$2.3M (+$70.0K)
Filed 2026-11-02
Vista Investment Partners LLC
INCREASED
Shares8,849 from 8,766
Change+83 (+1%)
Value$2.3M (+$116.5K)
Filed 2026-10-08
Hilton Head Capital Partners, LLC
DECREASED
Shares8,833 from 9,614
Change-781 (-8%)
Value$2.3M (-$103.1K)
Filed 2026-10-23
Merrion Investment Management Co, LLC
DECREASED
Shares8,804 from 8,864
Change-60 (-1%)
Value$2.3M (+$79.6K)
Filed 2026-10-16
Lyell Wealth Management, LP
INCREASED
Shares8,793 from 8,500
Change+293 (+3%)
Value$2.3M (+$169.1K)
Filed 2026-10-30
Great Lakes Retirement, Inc.
INCREASED
Shares8,783 from 8,180
Change+603 (+7%)
Value$2.3M (+$247.7K)
Filed 2026-10-26
Midway Capital Research & Management
UNCHANGED
Shares8,770 from 8,770
Change0 (0%)
Value$2.3M (+$94.5K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
INCREASED
Shares8,683 from 8,489
Change+194 (+2%)
Value$2.3M (+$142.7K)
Filed 2026-10-14
Alhambra Investment Management LLC
DECREASED
Shares8,668 from 8,705
Change-37 (0%)
Value$2.3M (+$84.0K)
Filed 2026-10-15
CRA Financial Services, LLC
INCREASED
Shares8,653 from 8,430
Change+223 (+3%)
Value$2.3M (+$149.8K)
Filed 2026-10-16
Noesis Capital Mangement Corp
INCREASED
Shares8,652 from 8,649
Change+3 (+0%)
Value$2.3M (+$94.0K)
Filed 2026-10-26
Wiregrass Investment Management LLC
INCREASED
Shares8,649 from 8,469
Change+180 (+2%)
Value$2.3M (+$138.8K)
Filed 2026-11-05
Eads & Heald Wealth Management
DECREASED
Shares8,642 from 8,955
Change-313 (-3%)
Value$2.3M (+$13.6K)
Filed 2026-10-29
United Advisor Group, LLC
DECREASED
Shares8,639 from 9,007
Change-368 (-4%)
Value$2.3M (-$462)
Filed 2026-11-03
AdvisorShares Investments LLC
INCREASED
Shares8,636 from 6,308
Change+2,328 (+37%)
Value$2.3M (+$684.3K)
Filed 2026-11-09
Ascentis Wealth Management, LLC
INCREASED
Shares8,618 from 6,935
Change+1,683 (+24%)
Value$2.3M (+$520.2K)
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares8,616 from 8,159
Change+457 (+6%)
Value$2.3M (+$210.2K)
Filed 2026-11-05
Rahlfs Capital, LLC
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$2.3M (+$92.6K)
Filed 2026-10-23
Elser Financial Planning, Inc
INCREASED
Shares8,588 from 8,544
Change+44 (+1%)
Value$2.3M (+$103.8K)
Filed 2026-10-16
Investment Research Partners LLC
DECREASED
Shares8,566 from 8,904
Change-338 (-4%)
Value$2.3M (+$6.2K)
Filed 2026-10-19
Granite Islands Private Wealth, LLC
INCREASED
Shares8,559 from 8,162
Change+397 (+5%)
Value$2.3M (+$195.2K)
Filed 2026-10-16
St. Johns Investment Management Company, LLC
INCREASED
Shares8,544 from 8,442
Change+102 (+1%)
Value$2.3M (+$117.9K)
Filed 2026-10-30
Altura Wealth Advisors Inc.
INCREASED
Shares8,541 from 7,553
Change+988 (+13%)
Value$2.3M (+$343.1K)
Filed 2026-10-22
Bluedoor Private Wealth, LLC
DECREASED
Shares8,539 from 8,645
Change-106 (-1%)
Value$2.3M (+$65.1K)
Filed 2026-11-05
Global Assets Advisory, LLC
DECREASED
Shares8,537 from 8,553
Change-16 (0%)
Value$2.2M (+$1.7K)
Filed 2026-10-28
1900 Wealth Management LLC
INCREASED
Shares8,522 from 8,399
Change+123 (+1%)
Value$2.3M (+$122.9K)
Filed 2026-10-13
Inman Jager Wealth Management, LLC
DECREASED
Shares8,495 from 8,556
Change-61 (-1%)
Value$2.2M (+$76.0K)
Filed 2026-11-05
Decker Wealth Management LLC
INCREASED
Shares8,492 from 7,676
Change+816 (+11%)
Value$2.2M (+$298.6K)
Filed 2026-10-09
Salvus Wealth Management, LLC
INCREASED
Shares8,490 from 7,937
Change+553 (+7%)
Value$2.2M (+$231.9K)
Filed 2026-10-13
Investment Partners Asset Management, Inc.
INCREASED
Shares8,424 from 7,905
Change+519 (+7%)
Value$2.2M (+$222.5K)
Filed 2026-10-09
Golden Reserve Retirement LLC
INCREASED
Shares8,410 from 6,790
Change+1,620 (+24%)
Value$2.2M (+$502.0K)
Filed 2026-11-02
Jefferson Bridge Capital, LLC
UNCHANGED
Shares8,399 from 8,399
Change0 (0%)
Value$2.2M (+$90.5K)
Filed 2026-11-06
Semus Wealth Partners LLC
DECREASED
Shares8,384 from 8,563
Change-179 (-2%)
Value$2.2M (+$44.8K)
Filed 2026-10-22
Wealth Architects, LLC
INCREASED
Shares8,383 from 8,211
Change+172 (+2%)
Value$2.2M (+$134.1K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
DECREASED
Shares8,359 from 9,232
Change-873 (-9%)
Value$2.2M (-$131.8K)
Filed 2026-10-26
Jackson Square Capital, LLC
INCREASED
Shares8,354 from 7,767
Change+587 (+8%)
Value$2.2M (+$239.1K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
DECREASED
Shares8,338 from 9,493
Change-1,155 (-12%)
Value$2.2M (-$203.4K)
Filed 2026-10-22
Financial Perspectives, Inc
INCREASED
Shares8,316 from 8,020
Change+296 (+4%)
Value$2.2M (+$164.8K)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares8,290 from 10,472
Change-2,182 (-21%)
Value$2.2M (-$464.9K)
Filed 2026-10-01
Enterprise Financial Services Corp
INCREASED
Shares8,290 from 8,275
Change+15 (+0%)
Value$2.2M (+$93.1K)
Filed 2026-11-03
KG Capital Management
DECREASED
Shares8,251 from 8,256
Change-5 (0%)
Value$2.2M (+$87.6K)
Filed 2026-10-15
Darwin Wealth Management, LLC
INCREASED
Shares8,250 from 7,977
Change+273 (+3%)
Value$2.2M (+$158.0K)
Filed 2026-11-09
Trueblood Wealth Management, LLC
INCREASED
Shares8,204 from 8,097
Change+107 (+1%)
Value$2.2M (+$115.5K)
Filed 2026-10-23
Sanders Morris Harris LLC
INCREASED
Shares8,197 from 2,868
Change+5,329 (+186%)
Value$2.2M (+$1.5M)
Filed 2026-10-14
Citizens & Northern Corp
DECREASED
Shares8,190 from 8,218
Change-28 (0%)
Value$2.2M (+$81.1K)
Filed 2026-11-06
Meadow Creek Wealth Advisors LLC
INCREASED
Shares8,189 from 8,030
Change+159 (+2%)
Value$2.2M (+$128.6K)
Filed 2026-11-02
Nexus Investment Management ULC
DECREASED
Shares8,181 from 8,381
Change-200 (-2%)
Value$2.2M (+$37.3K)
Filed 2026-10-27
CPA Asset Management Group, LLC
UNCHANGED
Shares8,131 from 8,131
Change0 (0%)
Value$2.2M (+$87.6K)
Filed 2026-10-26
Harmony Asset Management LLC
DECREASED
Shares8,117 from 8,341
Change-224 (-3%)
Value$2.1M (+$30.5K)
Filed 2026-10-20
Gemmer Asset Management LLC
DECREASED
Shares8,098 from 8,495
Change-397 (-5%)
Value$2.1M (-$13.8K)
Filed 2026-10-16
Lipe & Dalton
INCREASED
Shares8,093 from 8,092
Change+1 (+0%)
Value$2.1M (+$2.1M)
Filed 2026-10-15
Hikari Power Ltd
DECREASED
Shares8,080 from 158,080
Change-150,000 (-95%)
Value$2.1M (-$38.0M)
Filed 2026-10-30
RMR Capital Management, LLC
DECREASED
Shares8,080 from 8,472
Change-392 (-5%)
Value$2.1M (-$12.5K)
Filed 2026-10-23
Global Wealth Management, LLC
UNCHANGED
Shares8,077 from 8,077
Change0 (0%)
Value$2.1M (+$87.2K)
Filed 2026-10-15
Amplius Wealth Advisors, LLC
INCREASED
Shares8,065 from 6,887
Change+1,178 (+17%)
Value$2.1M (+$385.9K)
Filed 2026-10-20
Compton Wealth Advisory Group, LLC
INCREASED
Shares8,060 from 8,023
Change+37 (+0%)
Value$2.1M (+$46.9K)
Filed 2026-10-13
Verus Capital Partners, LLC
INCREASED
Shares8,026 from 7,570
Change+456 (+6%)
Value$2.1M (+$202.2K)
Filed 2026-11-03
Occidental Asset Management, LLC
INCREASED
Shares8,025 from 7,491
Change+534 (+7%)
Value$2.1M (+$222.0K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares8,021 from 8,021
Change0 (0%)
Value$2.0M ($0)
Filed 2026-11-05
Kendall Capital Management
DECREASED
Shares8,011 from 8,136
Change-125 (-2%)
Value$2.1M (+$54.5K)
Filed 2026-10-23
Shulman DeMeo Asset Management LLC
DECREASED
Shares8,004 from 8,132
Change-128 (-2%)
Value$2.0M (-$41.0K)
Filed 2026-10-09
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares8,000 from 18,300
Change-10,300 (-56%)
Value$2.1M (-$2.5M)
Filed 2026-11-04
Corundum Group, Inc.
INCREASED
Shares7,996 from 7,755
Change+241 (+3%)
Value$2.1M (+$147.3K)
Filed 2026-10-28
Townsend & Associates, Inc
DECREASED
Shares7,971 from 9,246
Change-1,275 (-14%)
Value$2.0M (-$263.3K)
Filed 2026-10-23
Alpine Bank Wealth Management
DECREASED
Shares7,955 from 8,036
Change-81 (-1%)
Value$2.1M (+$65.1K)
Filed 2026-10-16
BetterWealth, LLC
DECREASED
Shares7,913 from 8,413
Change-500 (-6%)
Value$2.1M (-$41.8K)
Filed 2026-10-15
Eclectic Associates Inc
DECREASED
Shares7,897 from 8,062
Change-165 (-2%)
Value$2.1M (+$43.1K)
Filed 2026-10-09
GraniteShares Advisors LLC
DECREASED
Shares7,874 from 8,799
Change-925 (-11%)
Value$2.1M (-$150.1K)
Filed 2026-10-29
Evergreen Wealth Management, LLC
INCREASED
Shares7,856 from 7,848
Change+8 (+0%)
Value$2.1M (+$86.5K)
Filed 2026-11-06
Focused Wealth Management, Inc
DECREASED
Shares7,853 from 8,891
Change-1,038 (-12%)
Value$2.1M (-$179.1K)
Filed 2026-10-30
Jnba Financial Advisors
INCREASED
Shares7,849 from 7,699
Change+150 (+2%)
Value$2.1M (+$122.6K)
Filed 2026-11-03
S.A. Mason LLC
INCREASED
Shares7,848 from 7,845
Change+3 (+0%)
Value$2.1M (+$85.2K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
INCREASED
Shares7,844 from 6,727
Change+1,117 (+17%)
Value$2.1M (+$368.2K)
Filed 2026-10-29
Sigma Investment Counselors Inc
DECREASED
Shares7,837 from 8,128
Change-291 (-4%)
Value$2.1M (+$10.5K)
Filed 2026-10-27
First Bancorp, Inc
DECREASED
Shares7,825 from 8,272
Change-447 (-5%)
Value$2.1M (-$29.3K)
Filed 2026-10-26
EPG Wealth Management LLC
INCREASED
Shares7,790 from 7,745
Change+45 (+1%)
Value$2.1M (+$95.2K)
Filed 2026-11-03
Howard Financial Services, Ltd.
INCREASED
Shares7,789 from 7,072
Change+717 (+10%)
Value$2.1M (+$266.0K)
Filed 2026-10-15
Summit Financial Wealth Advisors, LLC
INCREASED
Shares7,759 from 7,700
Change+59 (+1%)
Value$2.1M (+$98.5K)
Filed 2026-10-15
Jessup Wealth Management, Inc
INCREASED
Shares7,718 from 7,619
Change+99 (+1%)
Value$2.0M (+$108.3K)
Filed 2026-10-20
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares7,695 from 7,695
Change0 (0%)
Value$2.0M (+$83.0K)
Filed 2026-10-09
Oakmont Investment Advisors, Inc.
INCREASED
Shares7,670 from 7,594
Change+76 (+1%)
Value$2.0M (+$101.4K)
Filed 2026-10-21
Wealth Intelligence, LLC
INCREASED
Shares7,657 from 7,630
Change+27 (+0%)
Value$2.0M (+$89.3K)
Filed 2026-10-16
Pincus Capital Management, LP
UNCHANGED
Shares7,649 from 7,649
Change0 (0%)
Value$2.0M (+$82.4K)
Filed 2026-11-09
Poinciana Advisors Group, LLC
DECREASED
Shares7,643 from 7,712
Change-69 (-1%)
Value$2.0M (+$64.8K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares7,631 from 7,826
Change-195 (-2%)
Value$2.0M (+$32.8K)
Filed 2026-10-14
Winthrop Capital Management, LLC
INCREASED
Shares7,625 from 7,610
Change+15 (+0%)
Value$2.0M (+$85.6K)
Filed 2026-11-05
Bria Capital Group, LLC
INCREASED
Shares7,610 from 6,490
Change+1,120 (+17%)
Value$2.0M (+$366.4K)
Filed 2026-10-22
Madson Wealth Advisors Inc
INCREASED
Shares7,603 from 7,597
Change+6 (+0%)
Value$2.0M (+$83.3K)
Filed 2026-10-13
Hurlow Wealth Management Group, Inc.
INCREASED
Shares7,602 from 7,600
Change+2 (+0%)
Value$2.0M (+$82.3K)
Filed 2026-10-29
Titleist Asset Management, LLC
INCREASED
Shares7,588 from 7,002
Change+586 (+8%)
Value$2.0M (+$229.8K)
Filed 2026-10-08
Mirador Capital Partners LP
INCREASED
Shares7,572 from 7,410
Change+162 (+2%)
Value$2.0M (+$122.9K)
Filed 2026-10-09
Orange Investment Advisors, Inc.
DECREASED
Shares7,548 from 7,963
Change-415 (-5%)
Value$2.0M (-$24.1K)
Filed 2026-10-23
Miramontes Capital, LLC
DECREASED
Shares7,543 from 7,584
Change-41 (-1%)
Value$2.0M (+$70.7K)
Filed 2026-10-19
Income Insurance Ltd
UNCHANGED
Shares7,542 from 7,542
Change0 (0%)
Value$2.0M (+$81.2K)
Filed 2026-10-21
Zega Investments, LLC
DECREASED
Shares7,505 from 7,517
Change-12 (0%)
Value$2.0M (+$77.6K)
Filed 2026-11-04
True North Advisors, LLC
INCREASED
Shares7,497 from 6,719
Change+778 (+12%)
Value$2.0M (+$278.5K)
Filed 2026-10-22
Cassia Capital Partners, LLC
DECREASED
Shares7,489 from 8,042
Change-553 (-7%)
Value$2.0M (-$59.8K)
Filed 2026-11-04
Anchyra Partners LLC
INCREASED
Shares7,469 from 6,697
Change+772 (+12%)
Value$2.0M (+$276.5K)
Filed 2026-10-13
W.H. Cornerstone Investments Inc.
INCREASED
Shares7,454 from 7,419
Change+35 (+0%)
Value$2.0M (+$89.3K)
Filed 2026-11-03
Chesapeake Wealth Management
DECREASED
Shares7,449 from 7,575
Change-126 (-2%)
Value$2.0M (+$48.2K)
Filed 2026-11-09
High Net Worth Advisory Group LLC
INCREASED
Shares7,432 from 7,431
Change+1 (+0%)
Value$2.0M (+$80.2K)
Filed 2026-10-26
Arsenal Capital Advisors LLC
INCREASED
Shares7,416 from 7,005
Change+411 (+6%)
Value$2.0M (+$184.2K)
Filed 2026-11-02
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares7,408 from 7,697
Change-289 (-4%)
Value$2.0M (+$6.4K)
Filed 2026-11-05
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares7,396 from 10,058
Change-2,662 (-26%)
Value$2.0M (-$596.4K)
Filed 2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares7,369 from 7,301
Change+68 (+1%)
Value$2.0M (+$96.7K)
Filed 2026-10-08
Poehling Capital Management, Inc.
INCREASED
Shares7,360 from 6,779
Change+581 (+9%)
Value$1.9M (+$226.8K)
Filed 2026-10-20
Creekside Partners
DECREASED
Shares7,359 from 7,363
Change-4 (0%)
Value$1.9M (+$78.2K)
Filed 2026-11-04
Keudell ison Wealth Management
DECREASED
Shares7,347 from 7,437
Change-90 (-1%)
Value$1.9M (+$56.3K)
Filed 2026-10-16
Bond & Devick Financial Network, Inc.
INCREASED
Shares7,330 from 7,177
Change+153 (+2%)
Value$1.9M (+$117.8K)
Filed 2026-10-23
Tannin Capital LLC
DECREASED
Shares7,324 from 8,084
Change-760 (-9%)
Value$1.9M (-$114.2K)
Filed 2026-11-05
Ellis Investment Partners, LLC
DECREASED
Shares7,313 from 7,497
Change-184 (-2%)
Value$1.9M (+$32.1K)
Filed 2026-10-21
Capital Square, LLC
DECREASED
Shares7,309 from 7,530
Change-221 (-3%)
Value$1.9M (-$108)
Filed 2026-10-19
Asset Advisory Group, Inc.
DECREASED
Shares7,306 from 7,326
Change-20 (0%)
Value$1.9M (+$73.6K)
Filed 2026-10-20
Towercrest Capital Management
DECREASED
Shares7,302 from 7,357
Change-55 (-1%)
Value$1.9M (+$64.8K)
Filed 2026-10-23
First National Bank Sioux Falls
INCREASED
Shares7,295 from 4,268
Change+3,027 (+71%)
Value$1.9M (+$930.3K)
Filed 2026-10-13
PUREfi Wealth, LLC
DECREASED
Shares7,268 from 7,469
Change-201 (-3%)
Value$1.9M (+$27.2K)
Filed 2026-10-19
Birch Capital Management, LLC
DECREASED
Shares7,233 from 7,237
Change-4 (0%)
Value$1.9M (+$76.9K)
Filed 2026-10-27
Hutchinson Capital Management
INCREASED
Shares7,188 from 6,939
Change+249 (+4%)
Value$1.9M (+$140.7K)
Filed 2026-11-09
Tarbox Family Office, Inc.
UNCHANGED
Shares7,183 from 7,183
Change0 (0%)
Value$1.9M (+$77.4K)
Filed 2026-10-23
Windsor Capital Management, LLC
INCREASED
Shares7,167 from 5,655
Change+1,512 (+27%)
Value$1.9M (+$461.2K)
Filed 2026-10-13
Capital Advisors Wealth Management, LLC
INCREASED
Shares7,164 from 7,114
Change+50 (+1%)
Value$1.9M (+$89.9K)
Filed 2026-10-09
Alliance Wealth Management Group
DECREASED
Shares7,152 from 7,207
Change-55 (-1%)
Value$1.9M (+$63.2K)
Filed 2026-10-29
Eubel Brady & Suttman Asset Management Inc
DECREASED
Shares7,147 from 7,884
Change-737 (-9%)
Value$1.9M (-$110.0K)
Filed 2026-11-04
First Citizens Financial Corp
DECREASED
Shares7,147 from 7,380
Change-233 (-3%)
Value$1.9M (+$17.8K)
Filed 2026-10-02
Colton Groome Financial Advisors, LLC
INCREASED
Shares7,145 from 2,239
Change+4,906 (+219%)
Value$1.9M (+$1.3M)
Filed 2026-10-06
OFS Enterprise LLC
DECREASED
Shares7,140 from 7,385
Change-245 (-3%)
Value$1.9M (+$14.7K)
Filed 2026-10-16
Clarkston Capital Partners, LLC
DECREASED
Shares7,132 from 7,511
Change-379 (-5%)
Value$1.9M (-$19.4K)
Filed 2026-11-10
Kennondale Capital Management LLC
UNCHANGED
Shares7,120 from 7,120
Change0 (0%)
Value$1.9M (+$76.7K)
Filed 2026-11-09
Dagco, Inc.
INCREASED
Shares7,112 from 6,980
Change+132 (+2%)
Value$1.9M (+$110.2K)
Filed 2026-10-20
Davidson Investment Advisors
INCREASED
Shares7,108 from 6,977
Change+131 (+2%)
Value$1.9M (+$109.8K)
Filed 2026-10-20
Peoples Bank
DECREASED
Shares7,106 from 7,150
Change-44 (-1%)
Value$1.9M (+$65.4K)
Filed 2026-10-09
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares7,086 from 6,904
Change+182 (+3%)
Value$1.9M (+$122.6K)
Filed 2026-10-16
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares7,083 from 7,083
Change0 (0%)
Value$1.9M (+$76.3K)
Filed 2026-10-20
BayBridge Capital Group, LLC
INCREASED
Shares7,082 from 6,348
Change+734 (+12%)
Value$1.9M (+$262.7K)
Filed 2026-10-13
Canton Hathaway, LLC
UNCHANGED
Shares7,075 from 7,075
Change0 (0%)
Value$1.9M (+$76.2K)
Filed 2026-10-23
James J. Burns & Company, LLC
INCREASED
Shares7,047 from 6,950
Change+97 (+1%)
Value$1.9M (+$100.3K)
Filed 2026-10-22
Johnson & White Wealth Management, LLC
DECREASED
Shares7,047 from 7,082
Change-35 (0%)
Value$1.9M (+$66.6K)
Filed 2026-11-03
Orrstown Financial Services Inc
INCREASED
Shares7,034 from 7,006
Change+28 (+0%)
Value$1.9M (+$82.9K)
Filed 2026-10-14
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares7,028 from 7,259
Change-231 (-3%)
Value$1.9M (+$16.9K)
Filed 2026-10-09
Spinnaker Investment Group, LLC
DECREASED
Shares7,022 from 7,276
Change-254 (-3%)
Value$1.9M (+$10.9K)
Filed 2026-10-13
CNB Bank
DECREASED
Shares6,993 from 7,372
Change-379 (-5%)
Value$1.9M (-$20.9K)
Filed 2026-11-09
Lake Street Private Wealth, LLC
INCREASED
Shares6,989 from 6,535
Change+454 (+7%)
Value$1.9M (+$190.4K)
Filed 2026-10-22
Wealth Effects LLC
INCREASED
Shares6,974 from 6,920
Change+54 (+1%)
Value$1.8M (+$88.9K)
Filed 2026-10-23
Pullen Investment Management, LLC
INCREASED
Shares6,959 from 6,913
Change+46 (+1%)
Value$1.8M (+$86.7K)
Filed 2026-10-23
XY Planning Network, Inc.
INCREASED
Shares6,932 from 6,234
Change+698 (+11%)
Value$1.8M (+$252.0K)
Filed 2026-10-14
Guardian Investment Management
DECREASED
Shares6,910 from 7,907
Change-997 (-13%)
Value$1.8M (-$178.8K)
Filed 2026-10-23
Live Oak Private Wealth LLC
DECREASED
Shares6,903 from 7,139
Change-236 (-3%)
Value$1.8M (+$14.4K)
Filed 2026-11-02
Reik & Co., LLC
DECREASED
Shares6,899 from 15,099
Change-8,200 (-54%)
Value$1.8M (-$2.0M)
Filed 2026-10-27
Sage Rhino Capital LLC
DECREASED
Shares6,862 from 6,868
Change-6 (0%)
Value$1.8M (+$72.4K)
Filed 2026-10-28
Earned Wealth Advisors, LLC
INCREASED
Shares6,853 from 6,284
Change+569 (+9%)
Value$1.8M (+$218.5K)
Filed 2026-11-06
IAG Wealth Partners, LLC
INCREASED
Shares6,850 from 6,814
Change+36 (+1%)
Value$1.8M (+$82.8K)
Filed 2026-11-06
Aire Advisors, LLC
DECREASED
Shares6,842 from 6,900
Change-58 (-1%)
Value$1.8M (+$58.9K)
Filed 2026-10-22
Congress Park Capital LLC
DECREASED
Shares6,813 from 6,838
Change-25 (0%)
Value$1.8M (+$67.2K)
Filed 2026-10-13
4Wealth Advisors, Inc.
DECREASED
Shares6,807 from 8,271
Change-1,464 (-18%)
Value$1.8M (-$316.7K)
Filed 2026-10-13
Alliance Private Wealth, LLC
DECREASED
Shares6,799 from 7,704
Change-905 (-12%)
Value$1.8M (-$156.6K)
Filed 2026-10-20
Bull Harbor Capital LLC
DECREASED
Shares6,771 from 6,797
Change-26 (0%)
Value$1.8M (+$66.4K)
Filed 2026-11-10
Cahaba Wealth Management, Inc.
INCREASED
Shares6,736 from 6,565
Change+171 (+3%)
Value$1.8M (+$116.1K)
Filed 2026-10-26
McCollum Christoferson Group LLC
INCREASED
Shares6,736 from 6,614
Change+122 (+2%)
Value$1.8M (+$103.5K)
Filed 2026-10-13
Contravisory Investment Management, Inc.
INCREASED
Shares6,692 from 4,341
Change+2,351 (+54%)
Value$1.8M (+$669.2K)
Filed 2026-10-13
SeaBridge Investment Advisors LLC
INCREASED
Shares6,685 from 6,153
Change+532 (+9%)
Value$1.8M (+$207.1K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
INCREASED
Shares6,678 from 5,881
Change+797 (+14%)
Value$1.8M (+$274.2K)
Filed 2026-10-29
Collaborative Fund Advisors, LLC
INCREASED
Shares6,675 from 6,367
Change+308 (+5%)
Value$1.8M (+$150.1K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
INCREASED
Shares6,672 from 5,466
Change+1,206 (+22%)
Value$1.8M (+$378.2K)
Filed 2026-11-02
Unique Wealth, LLC
INCREASED
Shares6,665 from 6,135
Change+530 (+9%)
Value$1.8M (+$206.4K)
Filed 2026-10-16
Condor Capital Management
DECREASED
Shares6,657 from 13,264
Change-6,607 (-50%)
Value$1.8M (-$1.6M)
Filed 2026-11-06
Ignite Planners, LLC
INCREASED
Shares6,657 from 6,538
Change+119 (+2%)
Value$1.8M (+$110.7K)
Filed 2026-10-14
Chapman Financial Group, LLC
DECREASED
Shares6,630 from 6,705
Change-75 (-1%)
Value$1.8M (+$52.4K)
Filed 2026-10-26
Total Clarity Wealth Management, Inc.
INCREASED
Shares6,621 from 5,699
Change+922 (+16%)
Value$1.8M (+$305.4K)
Filed 2026-10-26
Regent Peak Wealth Advisors LLC
INCREASED
Shares6,610 from 6,475
Change+135 (+2%)
Value$1.7M (+$105.6K)
Filed 2026-10-13
Ifrah Financial Services, Inc.
INCREASED
Shares6,590 from 4,786
Change+1,804 (+38%)
Value$1.7M (+$529.0K)
Filed 2026-10-13
Avantra Family Wealth, Inc.
INCREASED
Shares6,584 from 4,520
Change+2,064 (+46%)
Value$1.7M (+$595.2K)
Filed 2026-10-20
First County Bank
INCREASED
Shares6,582 from 6,398
Change+184 (+3%)
Value$1.7M (+$117.6K)
Filed 2026-10-13
Sather Financial Group Inc
INCREASED
Shares6,582 from 6,460
Change+122 (+2%)
Value$1.7M (+$101.9K)
Filed 2026-10-30
Secured Retirement Advisors, LLC
INCREASED
Shares6,565 from 6,512
Change+53 (+1%)
Value$1.7M (+$84.0K)
Filed 2026-11-10
Samalin Investment Counsel, LLC
INCREASED
Shares6,562 from 6,549
Change+13 (+0%)
Value$1.7M (+$73.9K)
Filed 2026-10-23
Great Diamond Partners, LLC
INCREASED
Shares6,533 from 6,236
Change+297 (+5%)
Value$1.7M (+$145.8K)
Filed 2026-10-13
Meridian Financial Partners LLC
DECREASED
Shares6,528 from 6,632
Change-104 (-2%)
Value$1.7M (+$15.2K)
Filed 2026-10-23
MPS Loria Financial Planners, LLC
INCREASED
Shares6,526 from 6,514
Change+12 (+0%)
Value$1.7M (+$73.4K)
Filed 2026-10-14
Caldwell Sutter Capital, Inc.
DECREASED
Shares6,512 from 6,576
Change-64 (-1%)
Value$1.7M (+$54.0K)
Filed 2026-11-09
Whalen Wealth Management Inc.
INCREASED
Shares6,503 from 5,748
Change+755 (+13%)
Value$1.7M (+$261.8K)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares6,498 from 4,257
Change+2,241 (+53%)
Value$1.7M (+$639.2K)
Filed 2026-11-04
Luts & Greenleigh Group, Inc.
INCREASED
Shares6,492 from 6,481
Change+11 (+0%)
Value$1.7M (+$72.8K)
Filed 2026-11-05
Alchemi Wealth, LLC
INCREASED
Shares6,490 from 5,555
Change+935 (+17%)
Value$1.7M (+$307.1K)
Filed 2026-11-04
Traveka Wealth, LLC
INCREASED
Shares6,484 from 6,397
Change+87 (+1%)
Value$1.7M (+$92.0K)
Filed 2026-10-19
Riversedge Advisors, LLC
INCREASED
Shares6,481 from 6,231
Change+250 (+4%)
Value$1.7M (+$133.3K)
Filed 2026-10-09
Three Magnolias Financial Advisors, LLC
DECREASED
Shares6,466 from 7,166
Change-700 (-10%)
Value$1.7M (-$108.1K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED
Shares6,454 from 8,905
Change-2,451 (-28%)
Value$1.7M (-$553.0K)
Filed 2026-11-04
Trail Ridge Investment Advisors, LLC
INCREASED
Shares6,450 from 6,413
Change+37 (+1%)
Value$1.7M (+$78.9K)
Filed 2026-10-16
Syverson Strege & Co
INCREASED
Shares6,445 from 6,303
Change+142 (+2%)
Value$1.7M (+$105.5K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares6,438 from 5,559
Change+879 (+16%)
Value$1.7M (+$292.4K)
Filed 2026-10-29
Townsend Asset Management Corp
INCREASED
Shares6,419 from 6,418
Change+1 (+0%)
Value$1.7M (+$69.4K)
Filed 2026-10-29
Capital Investment Services of America, Inc.
UNCHANGED
Shares6,417 from 6,417
Change0 (0%)
Value$1.7M (+$69.1K)
Filed 2026-11-02
N.E.W. Advisory Services LLC
INCREASED
Shares6,413 from 6,377
Change+36 (+1%)
Value$1.7M (+$78.3K)
Filed 2026-11-09
Interchange Capital Partners, LLC
DECREASED
Shares6,407 from 13,368
Change-6,961 (-52%)
Value$1.7M (-$1.7M)
Filed 2026-10-28
Cottage Street Advisors LLC
DECREASED
Shares6,386 from 6,689
Change-303 (-5%)
Value$1.7M (-$8.1K)
Filed 2026-10-19
First United Bank & Trust
DECREASED
Shares6,375 from 6,585
Change-210 (-3%)
Value$1.7M (+$15.3K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares6,354 from 6,720
Change-366 (-5%)
Value$1.7M (-$24.6K)
Filed 2026-10-29
Nfsg Corp
DECREASED
Shares6,349 from 7,757
Change-1,408 (-18%)
Value$1.7M (-$289.0K)
Filed 2026-10-15
Braun-Bostich & Associates Inc.
DECREASED
Shares6,345 from 6,374
Change-29 (0%)
Value$1.7M (+$61.0K)
Filed 2026-10-20
Fire Capital Management LLC
INCREASED
Shares6,339 from 3,221
Change+3,118 (+97%)
Value$1.7M (+$860.2K)
Filed 2026-10-27
Jones Kertz & Associates, Inc.
DECREASED
Shares6,329 from 6,344
Change-15 (0%)
Value$1.7M (+$64.4K)
Filed 2026-10-28
Rose Capital Advisors LLC
INCREASED
Shares6,325 from 2,359
Change+3,966 (+168%)
Value$1.7M (+$1.1M)
Filed 2026-11-04
Elevation Wealth Partners, LLC
DECREASED
Shares6,325 from 6,348
Change-23 (0%)
Value$1.7M (+$62.5K)
Filed 2026-10-07
American Institute for Advanced Investment Management, LLP
DECREASED
Shares6,320 from 6,340
Change-20 (0%)
Value$1.7M (+$63.0K)
Filed 2026-11-03
Orser Capital Management, LLC
INCREASED
Shares6,312 from 5,712
Change+600 (+11%)
Value$1.7M (+$220.4K)
Filed 2026-10-13
Breakwater Capital Group
INCREASED
Shares6,285 from 6,036
Change+249 (+4%)
Value$1.7M (+$131.0K)
Filed 2026-10-09
55 North Private Wealth, LLC
INCREASED
Shares6,280 from 5,813
Change+467 (+8%)
Value$1.7M (+$186.3K)
Filed 2026-10-20
Hoertkorn Richard Charles
UNCHANGED
Shares6,279 from 6,279
Change0 (0%)
Value$1.7M (+$67.6K)
Filed 2026-11-04
Flavin Financial Services, Inc.
INCREASED
Shares6,277 from 6,239
Change+38 (+1%)
Value$1.7M (+$77.3K)
Filed 2026-10-21
Rudd Co d/b/a Styre Wealth
NEW
Shares6,256
Change+6,256
Value$1.6M
Filed 2026-10-29
Bernicke Wealth Management, Ltd.
INCREASED
Shares6,246 from 5,992
Change+254 (+4%)
Value$1.7M (+$131.9K)
Filed 2026-11-06
Fairvoy Private Wealth, LLC
INCREASED
Shares6,243 from 5,637
Change+606 (+11%)
Value$1.7M (+$221.1K)
Filed 2026-10-19
Westover Capital Advisors, LLC
INCREASED
Shares6,242 from 6,016
Change+226 (+4%)
Value$1.7M (+$124.6K)
Filed 2026-10-26
Wealth Group, Ltd.
DECREASED
Shares6,237 from 23,841
Change-17,604 (-74%)
Value$1.7M (-$4.4M)
Filed 2026-10-30
Vigilare Wealth Management
UNCHANGED
Shares6,233 from 6,233
Change0 (0%)
Value$1.7M (+$67.0K)
Filed 2026-10-29
QTR Family Wealth, LLC
DECREASED
Shares6,228 from 6,364
Change-136 (-2%)
Value$1.6M (+$32.4K)
Filed 2026-11-02
Mccarter Private Wealth Services LLC
INCREASED
Shares6,224 from 6,211
Change+13 (+0%)
Value$1.6M (+$70.3K)
Filed 2026-10-22
Lazari Capital Management, Inc.
INCREASED
Shares6,223 from 6,179
Change+44 (+1%)
Value$1.6M (+$78.2K)
Filed 2026-10-20
Cushing Capital Partners, LLC
INCREASED
Shares6,221 from 6,069
Change+152 (+3%)
Value$1.6M (+$105.4K)
Filed 2026-10-20
Acima Private Wealth, LLC
DECREASED
Shares6,210 from 6,648
Change-438 (-7%)
Value$1.6M (-$44.4K)
Filed 2026-10-05
Sterling Wealth Management, Inc.
UNCHANGED
Shares6,208 from 6,208
Change0 (0%)
Value$1.6M (+$66.9K)
Filed 2026-10-23
Paragon Private Wealth Management, LLC
DECREASED
Shares6,191 from 7,940
Change-1,749 (-22%)
Value$1.6M (-$377.5K)
Filed 2026-10-20
AMI Asset Management Corp
INCREASED
Shares6,190 from 6,149
Change+41 (+1%)
Value$1.6M (+$77.1K)
Filed 2026-10-20
BigSur Wealth Management LLC
DECREASED
Shares6,189 from 6,277
Change-88 (-1%)
Value$1.6M (+$44.3K)
Filed 2026-10-13
BWM Planning, LLC
DECREASED
Shares6,183 from 6,911
Change-728 (-11%)
Value$1.6M (-$118.3K)
Filed 2026-11-09
Sunpointe, LLC
DECREASED
Shares6,182 from 15,952
Change-9,770 (-61%)
Value$1.6M (-$2.4M)
Filed 2026-10-22
Verity Asset Management, Inc.
INCREASED
Shares6,156 from 5,968
Change+188 (+3%)
Value$1.6M (+$113.7K)
Filed 2026-10-30
Andrews Advisory Associates, LLC
DECREASED
Shares6,155 from 6,499
Change-344 (-5%)
Value$1.6M (-$21.0K)
Filed 2026-10-15
Nadler Financial Group, Inc.
INCREASED
Shares6,147 from 6,146
Change+1 (+0%)
Value$1.6M (+$66.4K)
Filed 2026-10-23
O'Brien Greene & Co. Inc
UNCHANGED
Shares6,146 from 6,146
Change0 (0%)
Value$1.6M (+$66.2K)
Filed 2026-11-05
MBA Advisors LLC
DECREASED
Shares6,131 from 6,165
Change-34 (-1%)
Value$1.6M (+$57.4K)
Filed 2026-10-29
HBW Advisory Services LLC
DECREASED
Shares6,117 from 6,149
Change-32 (-1%)
Value$1.6M (+$57.8K)
Filed 2026-10-15
Johnson Bixby & Associates, LLC
DECREASED
Shares6,095 from 6,212
Change-117 (-2%)
Value$1.6M (+$35.7K)
Filed 2026-10-14
Invested Advisors
DECREASED
Shares6,093 from 6,250
Change-157 (-3%)
Value$1.6M (+$25.8K)
Filed 2026-10-23
Trust Co
DECREASED
Shares6,079 from 7,211
Change-1,132 (-16%)
Value$1.6M (-$222.0K)
Filed 2026-10-09
Vista Capital Partners, Inc.
INCREASED
Shares6,076 from 5,975
Change+101 (+2%)
Value$1.6M (+$91.1K)
Filed 2026-11-06
Quantum Financial Advisors, LLC
INCREASED
Shares6,072 from 5,447
Change+625 (+11%)
Value$1.6M (+$224.1K)
Filed 2026-11-03
Portus Wealth Advisors, LLC
INCREASED
Shares6,071 from 6,055
Change+16 (+0%)
Value$1.6M (+$69.6K)
Filed 2026-10-13
Baring Financial LLC
INCREASED
Shares6,053 from 6,017
Change+36 (+1%)
Value$1.6M (+$74.4K)
Filed 2026-10-07
ProVise Management Group, LLC
DECREASED
Shares6,051 from 6,573
Change-522 (-8%)
Value$1.6M (-$67.5K)
Filed 2026-11-06
Huntleigh Advisors, Inc.
INCREASED
Shares6,043 from 5,935
Change+108 (+2%)
Value$1.6M (+$92.5K)
Filed 2026-11-03
SBK Financial, Inc.
DECREASED
Shares6,039 from 6,771
Change-732 (-11%)
Value$1.6M (-$120.9K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
DECREASED
Shares6,014 from 6,099
Change-85 (-1%)
Value$1.6M (+$43.3K)
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
INCREASED
Shares6,013 from 5,897
Change+116 (+2%)
Value$1.6M (+$94.4K)
Filed 2026-10-19
Partners Wealth Management, LLC
INCREASED
Shares6,012 from 1,659
Change+4,353 (+262%)
Value$1.6M (+$1.2M)
Filed 2026-10-28
Baker Boyer National Bank
DECREASED
Shares6,010 from 6,696
Change-686 (-10%)
Value$1.6M (-$109.5K)
Filed 2026-11-05
Elmwood Wealth Management, Inc.
DECREASED
Shares6,005 from 6,020
Change-15 (0%)
Value$1.6M (+$60.9K)
Filed 2026-10-14
Foster Group, Inc.
INCREASED
Shares5,999 from 5,808
Change+191 (+3%)
Value$1.6M (+$113.1K)
Filed 2026-10-13
Centurion Wealth Management LLC
DECREASED
Shares5,986 from 6,244
Change-258 (-4%)
Value$1.6M (-$1.0K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares5,964 from 6,055
Change-91 (-1%)
Value$1.6M (+$41.1K)
Filed 2026-10-15
Yankcom Partnership
DECREASED
Shares5,959 from 6,002
Change-43 (-1%)
Value$1.6M (+$53.3K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares5,958 from 5,678
Change+280 (+5%)
Value$1.6M (+$135.3K)
Filed 2026-10-08
Hobart Private Capital, LLC
INCREASED
Shares5,950 from 1,499
Change+4,451 (+297%)
Value$1.6M (+$1.2M)
Filed 2026-10-19
Sloy Dahl & Holst, LLC
DECREASED
Shares5,937 from 6,117
Change-180 (-3%)
Value$1.6M (+$18.2K)
Filed 2026-10-14
Stableford Capital II LLC
DECREASED
Shares5,932 from 5,955
Change-23 (0%)
Value$1.6M (+$58.0K)
Filed 2026-10-09
Evansbrook LLC
INCREASED
Shares5,931 from 5,466
Change+465 (+9%)
Value$1.6M (+$181.9K)
Filed 2026-10-16
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares5,919 from 5,906
Change+13 (+0%)
Value$1.6M (+$67.0K)
Filed 2026-10-29
Uniting Wealth Partners, LLC
INCREASED
Shares5,914 from 5,540
Change+374 (+7%)
Value$1.6M (+$158.6K)
Filed 2026-11-06
Liberty Capital Management, Inc.
DECREASED
Shares5,900 from 6,148
Change-248 (-4%)
Value$1.6M (+$558)
Filed 2026-11-02
Legacy Capital Group California, Inc.
DECREASED
Shares5,895 from 6,006
Change-111 (-2%)
Value$1.6M (+$35.3K)
Filed 2026-11-09
Kennebec Savings Bank
INCREASED
Shares5,895 from 5,867
Change+28 (+0%)
Value$1.6M (+$70.6K)
Filed 2026-10-22
Morton Capital Management LLC
DECREASED
Shares5,891 from 5,909
Change-18 (0%)
Value$1.6M (+$59.0K)
Filed 2026-10-23
denkapparat Operations GmbH
INCREASED
Shares5,890 from 3,946
Change+1,944 (+49%)
Value$1.6M (+$557.2K)
Filed 2026-11-09
Iron Financial LLC
DECREASED
Shares5,890 from 5,901
Change-11 (0%)
Value$1.6M (+$60.5K)
Filed 2026-10-23
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares5,878 from 5,153
Change+725 (+14%)
Value$1.6M (+$247.4K)
Filed 2026-10-30
Atlas Capital Advisors Inc.
INCREASED
Shares5,869 from 169
Change+5,700 (+3373%)
Value$5.5M (+$5.4M)
Filed 2026-11-09
Fiduciary Financial Group, LLC
INCREASED
Shares5,861 from 5,744
Change+117 (+2%)
Value$1.6M (+$92.9K)
Filed 2026-10-13
Gleason Group, Inc.
DECREASED
Shares5,839 from 6,605
Change-766 (-12%)
Value$1.5M (-$131.7K)
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
DECREASED
Shares5,827 from 5,983
Change-156 (-3%)
Value$1.5M (+$23.2K)
Filed 2026-10-16
Harbour Capital Advisors, LLC
DECREASED
Shares5,821 from 5,851
Change-30 (-1%)
Value$1.5M (+$37.5K)
Filed 2026-10-13
Providence Financial Advisors, LLC
DECREASED
Shares5,791 from 6,348
Change-557 (-9%)
Value$1.5M (-$79.1K)
Filed 2026-11-06
Legacy Edge Advisors, LLC
DECREASED
Shares5,791 from 5,944
Change-153 (-3%)
Value$1.5M (+$23.5K)
Filed 2026-11-06
Meramec Financial Planners, LLC
UNCHANGED
Shares5,778 from 5,778
Change0 (0%)
Value$1.6M (+$59.3K)
Filed 2026-11-09
Beacon Capital Management, LLC
DECREASED
Shares5,772 from 5,782
Change-10 (0%)
Value$1.5M (+$59.5K)
Filed 2026-10-23
Measured Risk Portfolios, Inc.
DECREASED
Shares5,770 from 5,930
Change-160 (-3%)
Value$1.5M (+$21.3K)
Filed 2026-10-21
Curated Wealth Partners LLC
INCREASED
Shares5,763 from 3,425
Change+2,338 (+68%)
Value$1.5M (+$655.9K)
Filed 2026-10-15
Wealth Advisory Solutions, LLC
DECREASED
Shares5,756 from 5,821
Change-65 (-1%)
Value$1.5M (+$45.5K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
INCREASED
Shares5,742 from 5,400
Change+342 (+6%)
Value$1.5M (+$148.6K)
Filed 2026-10-09
Lodestone Wealth Management LLC
INCREASED
Shares5,736 from 5,732
Change+4 (+0%)
Value$1.5M (+$62.7K)
Filed 2026-10-14
bLong Financial, LLC
UNCHANGED
Shares5,720 from 5,720
Change0 (0%)
Value$1.5M (+$61.6K)
Filed 2026-10-29
May Hill Capital, LLC
INCREASED
Shares5,713 from 5,392
Change+321 (+6%)
Value$1.5M (+$143.1K)
Filed 2026-11-03
Verum Partners LLC
DECREASED
Shares5,680 from 6,156
Change-476 (-8%)
Value$1.5M (-$59.8K)
Filed 2026-10-21
A. D. Beadell Investment Counsel, Inc.
UNCHANGED
Shares5,680 from 5,680
Change0 (0%)
Value$1.5M (+$1.5M)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares5,675 from 5,003
Change+672 (+13%)
Value$1.4M (+$166.6K)
Filed 2026-10-16
StoryOne LLC
INCREASED
Shares5,670 from 2,811
Change+2,859 (+102%)
Value$1.5M (+$787.2K)
Filed 2026-10-13
Access Investment Management LLC
INCREASED
Shares5,659 from 5,044
Change+615 (+12%)
Value$1.5M (+$217.1K)
Filed 2026-10-23
Capital Advantage, Inc.
INCREASED
Shares5,657 from 5,188
Change+469 (+9%)
Value$1.5M (+$180.1K)
Filed 2026-10-14
Riverbend Wealth Management, LLC
DECREASED
Shares5,656 from 5,704
Change-48 (-1%)
Value$1.5M (+$48.7K)
Filed 2026-10-15
Prentice Wealth Management LLC
INCREASED
Shares5,650 from 5,449
Change+201 (+4%)
Value$1.5M (+$111.9K)
Filed 2026-10-20
Kuhn & Co Investment Counsel
INCREASED
Shares5,637 from 5,611
Change+26 (+0%)
Value$1.5M (+$67.3K)
Filed 2026-10-29
Evermay Wealth Management LLC
INCREASED
Shares5,632 from 5,479
Change+153 (+3%)
Value$1.5M (+$99.5K)
Filed 2026-11-05
Raleigh Capital Management Inc.
INCREASED
Shares5,628 from 3,730
Change+1,898 (+51%)
Value$1.5M (+$542.6K)
Filed 2026-10-28
Iams Wealth Management, LLC
DECREASED
Shares5,627 from 6,777
Change-1,150 (-17%)
Value$1.5M (-$231.5K)
Filed 2026-10-15
Affiance Financial, LLC
INCREASED
Shares5,622 from 5,602
Change+20 (+0%)
Value$1.5M (+$65.7K)
Filed 2026-10-15
Cromwell Holdings LLC
DECREASED
Shares5,617 from 6,115
Change-498 (-8%)
Value$1.5M (-$66.0K)
Filed 2026-10-28
Bdfs Capital LLC
DECREASED
Shares5,609 from 5,616
Change-7 (0%)
Value$1.5M (+$58.6K)
Filed 2026-10-14
DeDora Capital, Inc.
DECREASED
Shares5,598 from 6,554
Change-956 (-15%)
Value$1.5M (-$182.4K)
Filed 2026-10-26
Francis Financial, Inc.
INCREASED
Shares5,590 from 4,716
Change+874 (+19%)
Value$1.5M (+$282.2K)
Filed 2026-11-09
Central Bank & Trust Co
UNCHANGED
Shares5,577 from 5,577
Change0 (0%)
Value$1.5M (+$60.1K)
Filed 2026-10-09
Guardian Asset Advisors, LLC
INCREASED
Shares5,572 from 5,460
Change+112 (+2%)
Value$1.5M (+$88.4K)
Filed 2026-10-16
Southern Michigan Bank & Trust
DECREASED
Shares5,570 from 5,794
Change-224 (-4%)
Value$1.5M (+$3.1K)
Filed 2026-10-19
Compass Financial Management LLC
DECREASED
Shares5,561 from 5,572
Change-11 (0%)
Value$1.5M (+$55.4K)
Filed 2026-10-30
Citizens Business Bank
DECREASED
Shares5,560 from 5,643
Change-83 (-1%)
Value$1.5M (+$38.8K)
Filed 2026-11-09
Balefire, LLC
DECREASED
Shares5,557 from 5,701
Change-144 (-3%)
Value$1.5M (+$23.3K)
Filed 2026-10-09
Loudon Investment Management, LLC
UNCHANGED
Shares5,556 from 5,556
Change0 (0%)
Value$1.5M (+$59.8K)
Filed 2026-11-06
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares5,537 from 4,885
Change+652 (+13%)
Value$1.5M (+$225.2K)
Filed 2026-10-28
Alan B Lancz & Associates, Inc.
UNCHANGED
Shares5,537 from 5,537
Change0 (0%)
Value$1.5M (+$59.6K)
Filed 2026-11-10
Retirement Planning Co of New England, Inc.
DECREASED
Shares5,523 from 5,544
Change-21 (0%)
Value$1.5M (+$53.9K)
Filed 2026-10-15
Fermata Advisors, LLC
INCREASED
Shares5,522 from 5,388
Change+134 (+2%)
Value$1.5M (+$93.5K)
Filed 2026-10-13
Renaissance Investment Group LLC
DECREASED
Shares5,518 from 5,580
Change-62 (-1%)
Value$1.5M (+$43.7K)
Filed 2026-10-28
Cascade Investment Group, Inc.
DECREASED
Shares5,511 from 5,569
Change-58 (-1%)
Value$1.5M (+$44.7K)
Filed 2026-10-13
Rothwell Investment Advisors, LLC
NEW
Shares5,496
Change+5,496
Value$1.5M
Filed 2026-11-06
Moller Wealth Partners
DECREASED
Shares5,480 from 6,876
Change-1,396 (-20%)
Value$1.5M (-$295.5K)
Filed 2026-10-15
Cross Staff Investments Inc
UNCHANGED
Shares5,477 from 5,477
Change0 (0%)
Value$1.4M (+$59.0K)
Filed 2026-10-22
Ejmk Ventures LLC
INCREASED
Shares5,469 from 4,664
Change+805 (+17%)
Value$1.4M (+$263.2K)
Filed 2026-10-21
Gradient Capital Advisors, LLC
INCREASED
Shares5,452 from 5,325
Change+127 (+2%)
Value$1.4M (+$90.9K)
Filed 2026-10-21
Saxon Interests, Inc.
DECREASED
Shares5,448 from 6,365
Change-917 (-14%)
Value$1.4M (-$174.2K)
Filed 2026-10-26
Eleva Capital SAS
NEW
Shares5,446
Change+5,446
Value$1.4M
Filed 2026-10-06
Three Bearings Fiduciary Advisors, Inc.
DECREASED
Shares5,442 from 5,702
Change-260 (-5%)
Value$1.4M (-$7.4K)
Filed 2026-11-10
Avail Investment Partners, LLC
DECREASED
Shares5,413 from 5,595
Change-182 (-3%)
Value$1.4M (+$12.1K)
Filed 2026-10-16
KFG Wealth Management, LLC
INCREASED
Shares5,406 from 5,298
Change+108 (+2%)
Value$1.4M (+$85.7K)
Filed 2026-10-16
Accel Wealth Management
INCREASED
Shares5,403 from 5,375
Change+28 (+1%)
Value$1.4M (+$65.2K)
Filed 2026-10-13
BXM Wealth LLC
DECREASED
Shares5,395 from 5,430
Change-35 (-1%)
Value$1.4M (+$49.2K)
Filed 2026-11-03
Vicus Capital
INCREASED
Shares5,389 from 4,876
Change+513 (+11%)
Value$1.4M (+$188.4K)
Filed 2026-11-05
Synergy Asset Management, LLC
INCREASED
Shares5,388 from 4,231
Change+1,157 (+27%)
Value$1.4M (+$351.9K)
Filed 2026-11-05
Englebert Financial Advisers, LLC
DECREASED
Shares5,387 from 5,478
Change-91 (-2%)
Value$1.4M (+$35.0K)
Filed 2026-10-20
Old Port Advisors
DECREASED
Shares5,374 from 5,683
Change-309 (-5%)
Value$1.4M (-$20.6K)
Filed 2026-10-23
One Plus One Wealth Management, LLC
UNCHANGED
Shares5,364 from 5,364
Change0 (0%)
Value$1.4M (+$57.8K)
Filed 2026-10-16
Commonwealth Financial Services, LLC
DECREASED
Shares5,339 from 5,351
Change-12 (0%)
Value$1.4M (+$54.5K)
Filed 2026-10-20
Marathon Wealth Advisors LLC
DECREASED
Shares5,333 from 5,530
Change-197 (-4%)
Value$1.4M (+$7.4K)
Filed 2026-11-04
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares5,323 from 5,362
Change-39 (-1%)
Value$1.4M (+$47.4K)
Filed 2026-11-02
White Lighthouse Investment Management Inc.
DECREASED
Shares5,320 from 6,300
Change-980 (-16%)
Value$1.4M (-$191.6K)
Filed 2026-10-21
Capstone Wealth Management Group, Inc.
DECREASED
Shares5,318 from 5,389
Change-71 (-1%)
Value$1.4M (+$39.2K)
Filed 2026-10-19
Emerald Advisors, LLC
INCREASED
Shares5,317 from 4,623
Change+694 (+15%)
Value$1.4M (+$233.5K)
Filed 2026-10-13
Regatta Capital Group, LLC
DECREASED
Shares5,303 from 5,315
Change-12 (0%)
Value$1.4M (+$54.1K)
Filed 2026-10-23
Insight 2811, Inc.
INCREASED
Shares5,298 from 5,163
Change+135 (+3%)
Value$1.4M (+$91.3K)
Filed 2026-11-06
Grandview Asset Management LLC
DECREASED
Shares5,266 from 5,583
Change-317 (-6%)
Value$1.4M (-$23.3K)
Filed 2026-10-19
Impact Partnership Wealth, LLC
INCREASED
Shares5,264 from 5,105
Change+159 (+3%)
Value$1.4M (+$96.9K)
Filed 2026-11-09
Wagner Wealth Management, LLC
INCREASED
Shares5,252 from 4,612
Change+640 (+14%)
Value$1.4M (+$219.1K)
Filed 2026-10-21
Apollon Financial, LLC
INCREASED
Shares5,234 from 4,628
Change+606 (+13%)
Value$1.4M (+$210.2K)
Filed 2026-10-23
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares5,213 from 4,269
Change+944 (+22%)
Value$1.4M (+$295.9K)
Filed 2026-10-15
Richwood Investment Advisors, LLC
INCREASED
Shares5,207 from 5,029
Change+178 (+4%)
Value$1.4M (+$101.5K)
Filed 2026-10-30
Three Bridge Wealth Advisors, LLC
DECREASED
Shares5,201 from 5,230
Change-29 (-1%)
Value$1.4M (+$48.7K)
Filed 2026-11-05
Bell Bank
INCREASED
Shares5,194 from 5,046
Change+148 (+3%)
Value$1.4M (+$93.5K)
Filed 2026-10-21
Clear Wave Wealth Management LLC
INCREASED
Shares5,191 from 5,091
Change+100 (+2%)
Value$1.4M (+$81.3K)
Filed 2026-11-04
Unified Investment Management
INCREASED
Shares5,190 from 5,185
Change+5 (+0%)
Value$1.4M (+$57.1K)
Filed 2026-10-14
Paulson Wealth Management Inc.
DECREASED
Shares5,185 from 5,320
Change-135 (-3%)
Value$1.4M (+$21.6K)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares5,183 from 7,576
Change-2,393 (-32%)
Value$1.4M (-$552.0K)
Filed 2026-11-02
Oxler Private Wealth LLC
INCREASED
Shares5,176 from 5,158
Change+18 (+0%)
Value$1.4M (+$60.3K)
Filed 2026-10-21
EdgeRock Capital LLC
INCREASED
Shares5,174 from 4,952
Change+222 (+4%)
Value$1.4M (+$112.2K)
Filed 2026-11-03
Diversified Portfolios, Inc.
INCREASED
Shares5,144 from 4,442
Change+702 (+16%)
Value$1.4M (+$233.7K)
Filed 2026-11-04
GLR Partners, LLC
DECREASED
Shares5,133 from 5,342
Change-209 (-4%)
Value$1.4M (+$2.2K)
Filed 2026-11-04
Nelson Capital Management, LLC
DECREASED
Shares5,124 from 5,224
Change-100 (-2%)
Value$1.4M (+$29.8K)
Filed 2026-11-09
Union Savings Bank
DECREASED
Shares5,108 from 5,191
Change-83 (-2%)
Value$1.4M (+$33.9K)
Filed 2026-10-14
Financial Freedom, LLC
INCREASED
Shares5,100 from 5,097
Change+3 (+0%)
Value$1.4M (+$55.9K)
Filed 2026-11-06
Alpha Family Trust
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$1.3M ($0)
Filed 2026-11-04
Hopwood Financial Services, Inc.
INCREASED
Shares5,087 from 4,980
Change+107 (+2%)
Value$1.3M (+$81.7K)
Filed 2026-10-29
Elco Management Co., LLC
INCREASED
Shares5,087 from 5,066
Change+21 (+0%)
Value$1.3M (+$60.1K)
Filed 2026-10-14
Trilogy Capital Inc.
DECREASED
Shares5,085 from 5,109
Change-24 (0%)
Value$1.3M (+$48.5K)
Filed 2026-10-20
LeConte Wealth Management, LLC
INCREASED
Shares5,085 from 5,073
Change+12 (+0%)
Value$1.3M (+$57.8K)
Filed 2026-10-20
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares5,083 from 5,324
Change-241 (-5%)
Value$1.3M (-$5.9K)
Filed 2026-10-09
Tucker Asset Management LLC
INCREASED
Shares5,071 from 5,011
Change+60 (+1%)
Value$1.3M (+$69.9K)
Filed 2026-10-29
Sage Investment Advisers LLC
INCREASED
Shares5,066 from 5,046
Change+20 (+0%)
Value$1.3M (+$59.7K)
Filed 2026-10-21
Brady Martz Wealth Solutions, LLC
INCREASED
Shares5,064 from 4,084
Change+980 (+24%)
Value$1.3M (+$303.5K)
Filed 2026-11-05
Sun Group Wealth Partners
UNCHANGED
Shares5,057 from 5,057
Change0 (0%)
Value$1.3M (+$54.5K)
Filed 2026-10-26
Argonautica Private Wealth Management, Inc
DECREASED
Shares5,042 from 5,045
Change-3 (0%)
Value$1.3M (+$53.6K)
Filed 2026-11-02
United Community Bank
DECREASED
Shares5,033 from 5,108
Change-75 (-1%)
Value$1.3M (+$35.2K)
Filed 2026-10-28
Provident Living Financial Services, Inc.
INCREASED
Shares5,011 from 4,952
Change+59 (+1%)
Value$1.4M (+$111.3K)
Filed 2026-11-03
One Wealth Capital Management, LLC
INCREASED
Shares5,010 from 820
Change+4,190 (+511%)
Value$1.3M (+$1.1M)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares4,997
Change+4,997
Value$1.3M
Filed 2026-11-04
Revisor Wealth Management LLC
DECREASED
Shares4,987 from 5,622
Change-635 (-11%)
Value$1.3M (-$149.2K)
Filed 2026-10-20
Falcon Wealth Planning
INCREASED
Shares4,979 from 4,395
Change+584 (+13%)
Value$1.3M (+$201.9K)
Filed 2026-11-06
Next Level Private LLC
INCREASED
Shares4,974 from 4,932
Change+42 (+1%)
Value$1.3M (+$64.2K)
Filed 2026-10-20
Clarus Group, Inc.
INCREASED
Shares4,948 from 4,941
Change+7 (+0%)
Value$1.3M (+$55.3K)
Filed 2026-10-21
Stonebridge Wealth Management, LLC
UNCHANGED
Shares4,946 from 4,946
Change0 (0%)
Value$1.3M (+$53.3K)
Filed 2026-10-09
Blom & Howell Financial Planning, Inc.
INCREASED
Shares4,932 from 4,931
Change+1 (+0%)
Value$1.3M (+$53.4K)
Filed 2026-11-10
Diesslin Group, Inc.
INCREASED
Shares4,928 from 4,228
Change+700 (+17%)
Value$1.3M (+$230.9K)
Filed 2026-10-14
Richard P Slaughter Associates Inc
DECREASED
Shares4,926 from 5,154
Change-228 (-4%)
Value$1.3M (-$4.9K)
Filed 2026-10-13
Smith & Howard Wealth Management, LLC
DECREASED
Shares4,926 from 4,975
Change-49 (-1%)
Value$1.3M (+$40.6K)
Filed 2026-10-27
Invera Wealth Advisors, LLC
DECREASED
Shares4,897 from 4,952
Change-55 (-1%)
Value$1.3M (+$38.8K)
Filed 2026-10-28
KMG Fiduciary Partners, LLC
DECREASED
Shares4,887 from 5,239
Change-352 (-7%)
Value$1.3M (-$36.7K)
Filed 2026-10-14
RW Investment Management LLC
INCREASED
Shares4,884 from 4,744
Change+140 (+3%)
Value$1.3M (+$88.2K)
Filed 2026-11-03
AGH Wealth Advisors, LLC
INCREASED
Shares4,873 from 4,872
Change+1 (+0%)
Value$1.3M (+$52.7K)
Filed 2026-10-26
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares4,872 from 4,872
Change0 (0%)
Value$1.3M (+$53.0K)
Filed 2026-10-26
Wiser Wealth Management, Inc
INCREASED
Shares4,860 from 4,418
Change+442 (+10%)
Value$1.3M (+$164.6K)
Filed 2026-10-14
Centennial Bank
INCREASED
Shares4,859 from 4,788
Change+71 (+1%)
Value$1.3M (+$70.4K)
Filed 2026-11-09
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares4,859 from 4,906
Change-47 (-1%)
Value$1.3M (+$40.4K)
Filed 2026-11-03
Detalus Advisors, LLC
INCREASED
Shares4,846 from 4,831
Change+15 (+0%)
Value$1.3M (+$55.9K)
Filed 2026-10-15
Global Trust Asset Management, LLC
INCREASED
Shares4,844 from 4,799
Change+45 (+1%)
Value$1.3M (+$63.6K)
Filed 2026-10-19
Tower Trust & Investment Co
INCREASED
Shares4,840 from 4,757
Change+83 (+2%)
Value$1.3M (+$73.2K)
Filed 2026-10-28
High Note Wealth, LLC
INCREASED
Shares4,828 from 4,671
Change+157 (+3%)
Value$1.3M (+$91.9K)
Filed 2026-10-27
Roxbury Financial LLC
INCREASED
Shares4,822 from 4,762
Change+60 (+1%)
Value$1.3M (+$67.3K)
Filed 2026-10-01
Golden State Wealth Management, LLC
INCREASED
Shares4,815 from 4,761
Change+54 (+1%)
Value$1.3M (+$65.4K)
Filed 2026-11-02
AA Financial Advisors, LLC
INCREASED
Shares4,804 from 3,805
Change+999 (+26%)
Value$1.3M (+$305.7K)
Filed 2026-10-19
Hardin Capital Partners, LLC
INCREASED
Shares4,804 from 4,632
Change+172 (+4%)
Value$1.3M (+$87.3K)
Filed 2026-10-09
Cape Investment Advisory, Inc.
INCREASED
Shares4,802 from 2,880
Change+1,922 (+67%)
Value$1.3M (+$539.9K)
Filed 2026-10-13
Grant Private Wealth Management Inc
INCREASED
Shares4,801 from 3,171
Change+1,630 (+51%)
Value$1.3M (+$465.6K)
Filed 2026-10-19
Advisor Resource Council
INCREASED
Shares4,798 from 4,612
Change+186 (+4%)
Value$1.2M (+$18.0K)
Filed 2026-11-05
Community Trust & Investment Co
INCREASED
Shares4,798 from 4,786
Change+12 (+0%)
Value$1.3M (+$54.7K)
Filed 2026-10-15
Missouri Trust & Investment Co
DECREASED
Shares4,790 from 5,086
Change-296 (-6%)
Value$1.3M (-$35.7K)
Filed 2026-11-04
First Business Financial Services, Inc.
INCREASED
Shares4,785 from 4,776
Change+9 (+0%)
Value$1.3M (+$53.8K)
Filed 2026-10-29
LJI Wealth Management, LLC
DECREASED
Shares4,784 from 5,826
Change-1,042 (-18%)
Value$1.3M (-$213.0K)
Filed 2026-10-28
Matauro, LLC
INCREASED
Shares4,774 from 4,605
Change+169 (+4%)
Value$1.3M (+$94.4K)
Filed 2026-11-03
Weaver Consulting Group
DECREASED
Shares4,766 from 5,013
Change-247 (-5%)
Value$1.3M (-$11.4K)
Filed 2026-10-07
IFG Advisors, LLC
UNCHANGED
Shares4,757 from 4,757
Change0 (0%)
Value$1.3M (+$51.2K)
Filed 2026-10-15
Northern Financial Advisors Inc
INCREASED
Shares4,756 from 4,699
Change+57 (+1%)
Value$1.3M (+$65.7K)
Filed 2026-10-29
Mindset Wealth Management, LLC
DECREASED
Shares4,749 from 4,876
Change-127 (-3%)
Value$1.3M (+$18.9K)
Filed 2026-10-19
Pachira Investments Inc.
DECREASED
Shares4,744 from 4,775
Change-31 (-1%)
Value$1.3M (+$43.3K)
Filed 2026-10-14
Cultivar Capital, Inc.
DECREASED
Shares4,743 from 4,761
Change-18 (0%)
Value$1.3M (+$46.5K)
Filed 2026-10-14
Jacobsen Capital Management
INCREASED
Shares4,742 from 4,712
Change+30 (+1%)
Value$1.3M (+$58.7K)
Filed 2026-10-27
Towerpoint Wealth, LLC
INCREASED
Shares4,741 from 4,593
Change+148 (+3%)
Value$1.3M (+$88.6K)
Filed 2026-10-13
Asset Planning,Inc
INCREASED
Shares4,737 from 4,722
Change+15 (+0%)
Value$1.3M (+$54.8K)
Filed 2026-10-26
Boltwood Capital Management
INCREASED
Shares4,733 from 4,618
Change+115 (+2%)
Value$1.3M (+$80.2K)
Filed 2026-10-02
Summit Financial Strategies, Inc.
INCREASED
Shares4,729 from 4,727
Change+2 (+0%)
Value$1.3M (+$51.4K)
Filed 2026-10-14
Donoghue Forlines LLC
NEW
Shares4,728
Change+4,728
Value$1.3M
Filed 2026-11-02
MW Advisory, LLC
INCREASED
Shares4,728 from 4,457
Change+271 (+6%)
Value$1.3M (+$119.7K)
Filed 2026-10-19
Brooklyn FI, LLC
INCREASED
Shares4,705 from 2,088
Change+2,617 (+125%)
Value$1.3M (+$766.3K)
Filed 2026-11-05
Beacon Financial Planning, Inc
INCREASED
Shares4,704 from 4,606
Change+98 (+2%)
Value$1.2M (+$75.6K)
Filed 2026-11-04
RS Crum Inc.
UNCHANGED
Shares4,701 from 4,701
Change0 (0%)
Value$1.2M (+$50.6K)
Filed 2026-10-19
JMN Financial LLC
INCREASED
Shares4,700 from 4,520
Change+180 (+4%)
Value$1.2M (+$96.4K)
Filed 2026-11-10
Godfrey Financial Associates, Inc.
INCREASED
Shares4,696 from 4,560
Change+136 (+3%)
Value$1.2M (+$85.2K)
Filed 2026-11-10
Pinion Investment Advisors, LLC
INCREASED
Shares4,687 from 4,532
Change+155 (+3%)
Value$1.2M (+$89.8K)
Filed 2026-11-04
Channel Wealth LLC
INCREASED
Shares4,687 from 4,637
Change+50 (+1%)
Value$1.2M (+$63.2K)
Filed 2026-11-06
Firethorn Wealth Partners, LLC
DECREASED
Shares4,685 from 4,748
Change-63 (-1%)
Value$1.2M (+$34.3K)
Filed 2026-10-14
Aldebaran Financial Inc.
INCREASED
Shares4,682 from 4,678
Change+4 (+0%)
Value$1.2M (+$51.6K)
Filed 2026-11-06
Chase Investment Counsel Corp
DECREASED
Shares4,678 from 4,714
Change-36 (-1%)
Value$1.2M (+$41.0K)
Filed 2026-11-09
Cambridge Financial Group, LLC
UNCHANGED
Shares4,675 from 4,675
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-06
Lantern Wealth Advisors, LLC
INCREASED
Shares4,671 from 4,670
Change+1 (+0%)
Value$1.2M (+$50.4K)
Filed 2026-10-22
Expressive Wealth LLC
INCREASED
Shares4,666 from 4,429
Change+237 (+5%)
Value$1.2M (+$110.4K)
Filed 2026-11-09
RDA Financial Network
DECREASED
Shares4,657 from 5,338
Change-681 (-13%)
Value$1.2M (-$123.0K)
Filed 2026-10-15
Prosperity Financial Group, Inc.
DECREASED
Shares4,640 from 4,899
Change-259 (-5%)
Value$1.2M (-$15.7K)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
INCREASED
Shares4,634 from 4,524
Change+110 (+2%)
Value$1.2M (+$1.2M)
Filed 2026-10-27
Arcataur Capital Management LLC
UNCHANGED
Shares4,630 from 4,630
Change0 (0%)
Value$1.2M (+$49.9K)
Filed 2026-10-21
Werba Rubin Papier Wealth Management
INCREASED
Shares4,627 from 4,317
Change+310 (+7%)
Value$1.2M (+$128.6K)
Filed 2026-11-06
Vision Financial Markets LLC
UNCHANGED
Shares4,626 from 4,626
Change0 (0%)
Value$1.2M (+$40.3K)
Filed 2026-10-22
Segment Wealth Management, LLC
UNCHANGED
Shares4,617 from 4,617
Change0 (0%)
Value$1.2M (+$49.7K)
Filed 2026-10-26
Acorn Wealth Advisors, LLC
INCREASED
Shares4,611 from 3,833
Change+778 (+20%)
Value$1.2M (+$247.3K)
Filed 2026-10-19
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares4,603 from 4,567
Change+36 (+1%)
Value$1.2M (+$58.8K)
Filed 2026-10-09
Montis Financial, LLC
INCREASED
Shares4,593 from 4,458
Change+135 (+3%)
Value$1.2M (+$83.9K)
Filed 2026-11-04
Seamount Financial Group Inc
DECREASED
Shares4,588 from 4,657
Change-69 (-1%)
Value$1.2M (+$31.9K)
Filed 2026-10-21
Guardian Wealth Advisors, LLC
DECREASED
Shares4,572 from 5,281
Change-709 (-13%)
Value$1.2M (-$112.7K)
Filed 2026-10-30
TSG Advice Partners, LLC
NEW
Shares4,570
Change+4,570
Value$1.2M
Filed 2026-10-29
Nabity-Jensen Investment Management Inc
DECREASED
Shares4,566 from 4,569
Change-3 (0%)
Value$1.2M (+$48.4K)
Filed 2026-10-23
J. R. Prunier Capital Management LLC
UNCHANGED
Shares4,550 from 4,550
Change0 (0%)
Value$1.2M (+$49.0K)
Filed 2026-11-09
Fortem Financial Group, LLC
INCREASED
Shares4,546 from 4,057
Change+489 (+12%)
Value$1.2M (+$173.2K)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
INCREASED
Shares4,544 from 4,539
Change+5 (+0%)
Value$1.2M (+$50.1K)
Filed 2026-11-02
SJS Investment Consulting Inc.
INCREASED
Shares4,542 from 4,507
Change+35 (+1%)
Value$1.2M (+$57.8K)
Filed 2026-10-26
Goldstein Advisors, LLC
INCREASED
Shares4,538 from 3,947
Change+591 (+15%)
Value$1.2M (+$199.0K)
Filed 2026-10-15
G&S Capital LLC
INCREASED
Shares4,522 from 4,477
Change+45 (+1%)
Value$1.2M (+$60.1K)
Filed 2026-10-23
North Berkeley Wealth Management, LLC
DECREASED
Shares4,520 from 4,572
Change-52 (-1%)
Value$1.2M (+$35.5K)
Filed 2026-11-02
Potentia Wealth
DECREASED
Shares4,506 from 4,563
Change-57 (-1%)
Value$1.2M (+$34.1K)
Filed 2026-11-09
New Covenant Trust Company, N.A.
INCREASED
Shares4,505 from 4,049
Change+456 (+11%)
Value$1.2M (+$164.3K)
Filed 2026-10-08
Pathway Financial Advisors LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$1.2M (+$7.7K)
Filed 2026-10-07
Verus Financial Partners, Inc.
INCREASED
Shares4,494 from 4,453
Change+41 (+1%)
Value$1.2M (+$58.8K)
Filed 2026-10-29
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares4,493 from 4,493
Change0 (0%)
Value$1.2M (+$48.4K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares4,485 from 4,482
Change+3 (+0%)
Value$1.2M (+$49.1K)
Filed 2026-10-15
Arvest Investments, Inc.
DECREASED
Shares4,484 from 7,022
Change-2,538 (-36%)
Value$1.2M (-$596.3K)
Filed 2026-10-21
Sunburst Financial Group, LLC
INCREASED
Shares4,478 from 4,471
Change+7 (+0%)
Value$1.2M (+$50.0K)
Filed 2026-10-09
Cane Capital Partners, LLC
DECREASED
Shares4,477 from 4,878
Change-401 (-8%)
Value$1.2M (-$53.6K)
Filed 2026-10-23
Blankinship & Foster, LLC
DECREASED
Shares4,473 from 4,650
Change-177 (-4%)
Value$1.2M (+$3.3K)
Filed 2026-10-19
Winnacle Wealth LLC
DECREASED
Shares4,471 from 4,923
Change-452 (-9%)
Value$1.2M (-$66.4K)
Filed 2026-10-15
Xcel Wealth Management, LLC
INCREASED
Shares4,468 from 4,247
Change+221 (+5%)
Value$1.2M (+$104.3K)
Filed 2026-10-26
Decision Investments, Inc
DECREASED
Shares4,467 from 4,469
Change-2 (0%)
Value$1.2M (+$47.6K)
Filed 2026-10-07
Old North State Wealth Management, LLC
INCREASED
Shares4,453 from 4,447
Change+6 (+0%)
Value$1.2M (+$49.4K)
Filed 2026-10-22
J.Safra Asset Management Corp
INCREASED
Shares4,445 from 4,182
Change+263 (+6%)
Value$1.2M (+$114.9K)
Filed 2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED
Shares4,440 from 4,440
Change0 (0%)
Value$1.2M (+$47.8K)
Filed 2026-10-28
Wealth Quarterback LLC
DECREASED
Shares4,435 from 6,974
Change-2,539 (-36%)
Value$1.2M (-$597.2K)
Filed 2026-10-20
Castleview Partners, LLC
INCREASED
Shares4,428 from 4,044
Change+384 (+10%)
Value$1.2M (+$145.3K)
Filed 2026-10-09
Valley National Advisers Inc
INCREASED
Shares4,410 from 3,962
Change+448 (+11%)
Value$1.2M (+$161.3K)
Filed 2026-10-23
Bank of Stockton
DECREASED
Shares4,410 from 4,450
Change-40 (-1%)
Value$1.2M (+$37.3K)
Filed 2026-10-20
Heritage Investment Group, Inc.
DECREASED
Shares4,398 from 4,413
Change-15 (0%)
Value$1.2M (+$43.6K)
Filed 2026-11-03
DecisionMap Wealth Management, LLC
INCREASED
Shares4,389 from 4,364
Change+25 (+1%)
Value$1.2M (+$53.5K)
Filed 2026-10-29
Forte Asset Management LLC
UNCHANGED
Shares4,384 from 4,384
Change0 (0%)
Value$1.2M (+$47.2K)
Filed 2026-10-13
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares4,368 from 3,705
Change+663 (+18%)
Value$1.2M (+$215.6K)
Filed 2026-10-27
Fell Capital Management
DECREASED
Shares4,367 from 4,417
Change-50 (-1%)
Value$1.2M (+$34.3K)
Filed 2026-10-09
Balentine LLC
DECREASED
Shares4,363 from 6,063
Change-1,700 (-28%)
Value$1.2M (-$384.7K)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares4,360 from 4,348
Change+12 (+0%)
Value$1.2M (+$50.0K)
Filed 2026-10-19
Drive Wealth Management, LLC
DECREASED
Shares4,357 from 4,782
Change-425 (-9%)
Value$1.2M (-$60.9K)
Filed 2026-11-09
Smith Thornton Advisors LLC
INCREASED
Shares4,351 from 4,330
Change+21 (+0%)
Value$1.2M (+$35.5K)
Filed 2026-10-16
Opus Capital Group, LLC
INCREASED
Shares4,350 from 4,315
Change+35 (+1%)
Value$1.2M (+$56.0K)
Filed 2026-10-30
RPG Investment Advisory, LLC
INCREASED
Shares4,340 from 3,445
Change+895 (+26%)
Value$1.1M (+$274.0K)
Filed 2026-10-21
Market Street Wealth Management Advisors LLC
INCREASED
Shares4,334 from 1,164
Change+3,170 (+272%)
Value$1.1M (+$851.8K)
Filed 2026-10-09
Goldenstone Wealth Management LLC
DECREASED
Shares4,329 from 4,337
Change-8 (0%)
Value$1.1M (+$44.6K)
Filed 2026-11-04
My Personal CFO, LLC
INCREASED
Shares4,326 from 4,221
Change+105 (+2%)
Value$1.1M (+$73.3K)
Filed 2026-10-14
Brucke Financial, Inc.
INCREASED
Shares4,307 from 4,299
Change+8 (+0%)
Value$1.1M (+$48.4K)
Filed 2026-10-23
Castle Wealth Management LLC
DECREASED
Shares4,304 from 4,417
Change-113 (-3%)
Value$1.1M (+$17.7K)
Filed 2026-11-10
Nautilus Advisors LLC
INCREASED
Shares4,297 from 4,260
Change+37 (+1%)
Value$1.1M (+$42.9K)
Filed 2026-10-07
Convergence Financial, LLC
DECREASED
Shares4,282 from 9,428
Change-5,146 (-55%)
Value$1.1M (-$1.3M)
Filed 2026-10-27
626 Financial, LLC
DECREASED
Shares4,274 from 4,426
Change-152 (-3%)
Value$1.1M (+$7.5K)
Filed 2026-11-04
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares4,273 from 4,252
Change+21 (+0%)
Value$1.1M (+$51.3K)
Filed 2026-10-09
CKW Financial Group
INCREASED
Shares4,269 from 4,232
Change+37 (+1%)
Value$1.1K (-$1.1M)
Filed 2026-10-29
waypoint wealth counsel
DECREASED
Shares4,268 from 4,283
Change-15 (0%)
Value$1.1M (+$42.1K)
Filed 2026-10-22
Jmac Enterprises LLC
INCREASED
Shares4,266 from 3,666
Change+600 (+16%)
Value$1.1M (+$198.3K)
Filed 2026-10-30
Hourglass Capital, LLC
DECREASED
Shares4,260 from 8,260
Change-4,000 (-48%)
Value$1.1M (-$970.0K)
Filed 2026-10-26
Blue Water Asset Management
INCREASED
Shares4,260 from 4,243
Change+17 (+0%)
Value$1.1M (+$50.3K)
Filed 2026-11-04
Tandem Investment Partners LLC
DECREASED
Shares4,254 from 4,294
Change-40 (-1%)
Value$1.1M (+$35.7K)
Filed 2026-10-16
Rockbridge Investment Management, LCC
DECREASED
Shares4,242 from 4,247
Change-5 (0%)
Value$1.1M (+$44.4K)
Filed 2026-11-10
Successful Portfolios LLC
INCREASED
Shares4,235 from 4,234
Change+1 (+0%)
Value$1.1M (-$21.1K)
Filed 2026-10-09
HF Advisory Group, LLC
DECREASED
Shares4,215 from 4,322
Change-107 (-2%)
Value$1.1M (+$18.1K)
Filed 2026-10-09
DDD Partners, LLC
INCREASED
Shares4,213 from 3,149
Change+1,064 (+34%)
Value$1.1M (+$315.7K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED
Shares4,209 from 4,063
Change+146 (+4%)
Value$1.1M (+$82.2K)
Filed 2026-11-02
Monetary Solutions, Ltd
DECREASED
Shares4,206 from 4,268
Change-62 (-1%)
Value$1.1M (+$29.5K)
Filed 2026-10-22
Spartan Planning & Wealth Management
DECREASED
Shares4,200 from 5,209
Change-1,009 (-19%)
Value$1.1M (-$211.0K)
Filed 2026-10-13
Westside Investment Management, Inc.
DECREASED
Shares4,188 from 4,698
Change-510 (-11%)
Value$1.1M (-$96.4K)
Filed 2026-11-02
Bingham Private Wealth, LLC
DECREASED
Shares4,185 from 4,346
Change-161 (-4%)
Value$1.1M (+$3.7K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares4,178 from 3,375
Change+803 (+24%)
Value$1.1M (+$249.0K)
Filed 2026-10-16
Sterling Investment Counsel, LLC
INCREASED
Shares4,175 from 4,172
Change+3 (+0%)
Value$1.1M (+$45.7K)
Filed 2026-10-19
Washburn Capital Management, Inc.
NEW
Shares4,157
Change+4,157
Value$1.1M
Filed 2026-10-19
Torray Investment Partners LLC
UNCHANGED
Shares4,141 from 4,141
Change0 (0%)
Value$1.1M (+$44.6K)
Filed 2026-10-30
Burton Enright Welch
INCREASED
Shares4,140 from 3,518
Change+622 (+18%)
Value$1.1M (+$202.6K)
Filed 2026-11-04
Cora Capital Advisors LLC
INCREASED
Shares4,134 from 3,381
Change+753 (+22%)
Value$1.1M (+$235.8K)
Filed 2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares4,127 from 4,361
Change-234 (-5%)
Value$1.1M (-$14.9K)
Filed 2026-11-02
Laraway Financial Advisors Inc
DECREASED
Shares4,121 from 4,770
Change-649 (-14%)
Value$1.1M (-$120.4K)
Filed 2026-11-09
Second Line Capital, LLC
INCREASED
Shares4,121 from 3,969
Change+152 (+4%)
Value$1.1M (+$82.9K)
Filed 2026-11-10
Seven Springs Wealth Group, LLC
DECREASED
Shares4,106 from 4,125
Change-19 (0%)
Value$1.1M (+$39.4K)
Filed 2026-11-10
Stockman Wealth Management, Inc.
DECREASED
Shares4,105 from 4,255
Change-150 (-4%)
Value$1.1M (+$6.1K)
Filed 2026-10-27
Clark Estates Inc
UNCHANGED
Shares4,105 from 4,105
Change0 (0%)
Value$1.1M (+$44.2K)
Filed 2026-11-10
Reflection Asset Management
INCREASED
Shares4,101 from 4,038
Change+63 (+2%)
Value$1.1M (+$60.2K)
Filed 2026-10-28
Wedge Capital Management L L P
DECREASED
Shares4,080 from 4,295
Change-215 (-5%)
Value$1.1M (-$10.7K)
Filed 2026-10-13
Concentrum Wealth Management
INCREASED
Shares4,080 from 3,991
Change+89 (+2%)
Value$1.1M (+$66.4K)
Filed 2026-11-09
Emergent Wealth Advisors, LLC
INCREASED
Shares4,078 from 3,639
Change+439 (+12%)
Value$1.1M (+$156.5K)
Filed 2026-10-09
Pacific Sage Partners, LLC
DECREASED
Shares4,078 from 4,084
Change-6 (0%)
Value$1.1M (+$42.5K)
Filed 2026-10-21
Kelman-Lazarov, Inc.
INCREASED
Shares4,069 from 3,530
Change+539 (+15%)
Value$1.1M (+$180.7K)
Filed 2026-11-09
Total Wealth Planning & Management, Inc.
DECREASED
Shares4,064 from 4,105
Change-41 (-1%)
Value$1.1M (+$33.4K)
Filed 2026-10-23
Providence First Trust Co
INCREASED
Shares4,047 from 3,806
Change+241 (+6%)
Value$1.1M (+$104.8K)
Filed 2026-11-02
Terril Brothers, Inc.
UNCHANGED
Shares4,040 from 4,040
Change0 (0%)
Value$1.1M (+$43.5K)
Filed 2026-11-06
Eagle Bay Advisors LLC
DECREASED
Shares4,039 from 4,238
Change-199 (-5%)
Value$1.1M (-$7.1K)
Filed 2026-10-16
Keystone Wealth Services, LLC
INCREASED
Shares4,013 from 3,866
Change+147 (+4%)
Value$1.1M (+$92.0K)
Filed 2026-11-03
Trifecta Capital Advisors, LLC
INCREASED
Shares4,011 from 3,836
Change+175 (+5%)
Value$1.1M (+$87.6K)
Filed 2026-10-21
Spectrum Strategic Capital Management, LLC
DECREASED
Shares4,008 from 4,626
Change-618 (-13%)
Value$1.1M (-$113.8K)
Filed 2026-10-22
Brown Miller Wealth Management, LLC
DECREASED
Shares4,005 from 4,154
Change-149 (-4%)
Value$1.1M (+$5.3K)
Filed 2026-11-02
Ti-Trust, Inc
UNCHANGED
Shares4,004 from 4,004
Change0 (0%)
Value$1.1M (+$43.1K)
Filed 2026-10-21
Ibex Wealth Advisors
INCREASED
Shares3,988 from 3,712
Change+276 (+7%)
Value$1.1M (+$113.1K)
Filed 2026-11-06
Capital Investment Counsel, Inc
INCREASED
Shares3,988 from 3,798
Change+190 (+5%)
Value$1.1M (+$91.2K)
Filed 2026-10-20
Compass Wealth Management LLC
UNCHANGED
Shares3,985 from 3,985
Change0 (0%)
Value$1.1M (+$42.9K)
Filed 2026-10-22
Axiom Investment Management LLC
UNCHANGED
Shares3,978 from 3,978
Change0 (0%)
Value$1.1M (+$42.8K)
Filed 2026-11-03
Colonial River Investments, LLC
INCREASED
Shares3,973 from 3,319
Change+654 (+20%)
Value$1.1M (+$208.9K)
Filed 2026-10-19
Value Investment Professionals, LLC
INCREASED
Shares3,973 from 3,956
Change+17 (+0%)
Value$1.1M (+$47.1K)
Filed 2026-10-13
Fulcrum Capital LLC
DECREASED
Shares3,968 from 4,031
Change-63 (-2%)
Value$1.1M (+$26.7K)
Filed 2026-10-15
Wetzel Investment Advisors, Inc.
INCREASED
Shares3,944 from 3,933
Change+11 (+0%)
Value$1.0M (+$45.3K)
Filed 2026-10-13
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares3,944 from 3,944
Change0 (0%)
Value$1.0M (+$42.5K)
Filed 2026-10-07
CJM Wealth Advisers, Ltd.
INCREASED
Shares3,940 from 3,922
Change+18 (+0%)
Value$1.0M (+$47.1K)
Filed 2026-10-27
Oak Barrel Wealth Advisory LLC
INCREASED
Shares3,938 from 3,933
Change+5 (+0%)
Value$1.0M (+$43.7K)
Filed 2026-11-05
Cpwa, LLC
INCREASED
Shares3,934 from 2,883
Change+1,051 (+36%)
Value$1.0M (+$305.3K)
Filed 2026-11-04
One Day In July LLC
INCREASED
Shares3,925 from 3,825
Change+100 (+3%)
Value$1.0M (+$67.7K)
Filed 2026-10-30
Blossom Wealth Management
INCREASED
Shares3,923 from 3,855
Change+68 (+2%)
Value$1.0M (+$59.4K)
Filed 2026-11-03
LifeSteps Financial, Inc.
DECREASED
Shares3,916 from 4,127
Change-211 (-5%)
Value$1.0M (-$11.6K)
Filed 2026-10-15
Planned Solutions, Inc.
DECREASED
Shares3,910 from 4,312
Change-402 (-9%)
Value$1.0M (-$60.0K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
DECREASED
Shares3,907 from 3,924
Change-17 (0%)
Value$1.0M (+$37.8K)
Filed 2026-10-05
Adkins Seale Capital Management LLC
DECREASED
Shares3,907 from 3,914
Change-7 (0%)
Value$1.0M (+$40.0K)
Filed 2026-10-27
Sageworth Trust Co
DECREASED
Shares3,888 from 4,057
Change-169 (-4%)
Value$1.0M (-$1.0K)
Filed 2026-10-30
Rayburn West Financial Services LLC
UNCHANGED
Shares3,886 from 3,886
Change0 (0%)
Value$1.0M (+$41.9K)
Filed 2026-11-03
Park Capital Management, LLC / WI
DECREASED
Shares3,882 from 4,189
Change-307 (-7%)
Value$1.0M (-$36.2K)
Filed 2026-10-13
Sage Private Wealth Group, LLC
DECREASED
Shares3,875 from 4,156
Change-281 (-7%)
Value$1.0M (-$29.6K)
Filed 2026-10-21
AMG Asset Management Group, Inc.
INCREASED
Shares3,852 from 1,416
Change+2,436 (+172%)
Value$1.0M (+$660.2K)
Filed 2026-10-21
Jm2 Capital Inc.
INCREASED
Shares3,851 from 3,827
Change+24 (+1%)
Value$1.0M (+$47.5K)
Filed 2026-10-14
Vectors Research Management, LLC
DECREASED
Shares3,839 from 3,851
Change-12 (0%)
Value$1.0M (+$38.3K)
Filed 2026-11-09
Financial Partners Group, Inc
DECREASED
Shares3,827 from 3,889
Change-62 (-2%)
Value$1.0M (+$25.5K)
Filed 2026-10-19
Investment Management Trust, LLC
INCREASED
Shares3,820 from 3,802
Change+18 (+0%)
Value$1.0M (+$45.9K)
Filed 2026-11-05
Fairscale Capital, LLC
INCREASED
Shares3,814 from 3,779
Change+35 (+1%)
Value$1.0M (+$82.2K)
Filed 2026-11-04
Warwick Investment Management, Inc.
DECREASED
Shares3,813 from 4,036
Change-223 (-6%)
Value$1.0M (-$15.7K)
Filed 2026-10-19
State of Wyoming
INCREASED
Shares3,809 from 2,006
Change+1,803 (+90%)
Value$1.0M (+$498.9K)
Filed 2026-10-28
Castle Rock Wealth Management, LLC
DECREASED
Shares3,804 from 4,264
Change-460 (-11%)
Value$969.2K (-$113.9K)
Filed 2026-10-09
Optivise Advisory Services LLC
INCREASED
Shares3,799 from 3,690
Change+109 (+3%)
Value$1.0M (+$68.7K)
Filed 2026-10-19
Finer Wealth Management, Inc.
DECREASED
Shares3,797 from 4,020
Change-223 (-6%)
Value$1.0M (-$15.7K)
Filed 2026-10-16
Compass Financial Group, Inc
DECREASED
Shares3,795 from 3,867
Change-72 (-2%)
Value$1.0M (+$22.6K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares3,793 from 3,765
Change+28 (+1%)
Value$1.0M (+$48.0K)
Filed 2026-10-29
Hardworking Capital Advisors, LLC
DECREASED
Shares3,792 from 3,904
Change-112 (-3%)
Value$1.0M (+$12.4K)
Filed 2026-10-20
Carr Financial Group Corp
INCREASED
Shares3,773 from 3,394
Change+379 (+11%)
Value$999.0K (+$137.1K)
Filed 2026-11-10
Gimbal Financial
DECREASED
Shares3,773 from 3,783
Change-10 (0%)
Value$998.8K (+$38.1K)
Filed 2026-10-19
Five Oceans Advisors
DECREASED
Shares3,769 from 4,196
Change-427 (-10%)
Value$997.8K (-$67.9K)
Filed 2026-10-22
Mendel Money Management
DECREASED
Shares3,769 from 3,869
Change-100 (-3%)
Value$997.8K (+$15.2K)
Filed 2026-11-02
GenWealth Group, Inc.
DECREASED
Shares3,762 from 3,813
Change-51 (-1%)
Value$996.0K (+$27.5K)
Filed 2026-10-16
Trust Co of Oklahoma
INCREASED
Shares3,761 from 3,720
Change+41 (+1%)
Value$995.7K (+$50.9K)
Filed 2026-10-15
PCG Asset Management, LLC
DECREASED
Shares3,759 from 6,112
Change-2,353 (-38%)
Value$995.2K (-$557.1K)
Filed 2026-11-05
Yoffe Investment Management, LLC
UNCHANGED
Shares3,748 from 3,748
Change0 (0%)
Value$992.2K (+$40.4K)
Filed 2026-11-02
Garner Asset Management Corp
INCREASED
Shares3,745 from 3,742
Change+3 (+0%)
Value$997.3K (+$46.9K)
Filed 2026-10-30
Lodestar Private Asset Management LLC
INCREASED
Shares3,739 from 3,663
Change+76 (+2%)
Value$989.9K (+$59.6K)
Filed 2026-10-26
Centerpoint Advisors, LLC
DECREASED
Shares3,735 from 3,965
Change-230 (-6%)
Value$989.0K (-$18.0K)
Filed 2026-11-05
Atlas Legacy Advisors, LLC
DECREASED
Shares3,728 from 4,361
Change-633 (-15%)
Value$988.0K (-$78.2K)
Filed 2026-11-10
Tcfg Investment Advisors, LLC
INCREASED
Shares3,728 from 3,718
Change+10 (+0%)
Value$987.0K (+$42.8K)
Filed 2026-10-20
StrongBox Wealth, LLC
INCREASED
Shares3,723 from 3,710
Change+13 (+0%)
Value$985.6K (+$43.2K)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
DECREASED
Shares3,715 from 3,951
Change-236 (-6%)
Value$983.6K (-$19.9K)
Filed 2026-10-26
Greenwood Gearhart LLC
DECREASED
Shares3,713 from 3,732
Change-19 (-1%)
Value$983.0K (+$35.2K)
Filed 2026-11-02
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares3,712 from 3,712
Change0 (0%)
Value$982.7K (+$40.0K)
Filed 2026-10-09
Augustine Asset Management Inc
INCREASED
Shares3,707 from 3,433
Change+274 (+8%)
Value$981.4K (+$109.5K)
Filed 2026-10-13
Shakespeare Wealth Management, LLC
NEW
Shares3,704
Change+3,704
Value$980.5K
Filed 2026-10-28
Human Investing LLC
INCREASED
Shares3,700 from 3,191
Change+509 (+16%)
Value$979.5K (+$169.0K)
Filed 2026-10-19
Blodgett Wealth Advisors, LLC
DECREASED
Shares3,696 from 4,396
Change-700 (-16%)
Value$978.4K (-$137.9K)
Filed 2026-10-23
JSF Financial, LLC
INCREASED
Shares3,695 from 3,320
Change+375 (+11%)
Value$978.1K (+$134.8K)
Filed 2026-10-22
Erickson Financial Group, LLC
UNCHANGED
Shares3,687 from 3,687
Change0 (0%)
Value$976.1K (+$39.7K)
Filed 2026-11-05
Cornerstone Planning Group LLC
INCREASED
Shares3,678 from 3,637
Change+41 (+1%)
Value$961.5K (+$31.9K)
Filed 2026-10-16
Gordian Advisors LLC
DECREASED
Shares3,675 from 4,359
Change-684 (-16%)
Value$972.9K (-$134.2K)
Filed 2026-10-30
Eagle Strategies LLC
DECREASED
Shares3,675 from 3,678
Change-3 (0%)
Value$972.8K (+$38.8K)
Filed 2026-10-16
Family Capital Management, Inc.
DECREASED
Shares3,666 from 3,699
Change-33 (-1%)
Value$970.4K (+$30.9K)
Filed 2026-11-03
IMG Wealth Management, Inc.
INCREASED
Shares3,665 from 3,620
Change+45 (+1%)
Value$970.3K (+$50.9K)
Filed 2026-10-27
Sage Financial Management Group, Inc.
INCREASED
Shares3,656 from 3,227
Change+429 (+13%)
Value$967.8K (+$148.3K)
Filed 2026-11-06
Clearwater Capital Advisors, LLC
INCREASED
Shares3,650 from 3,603
Change+47 (+1%)
Value$966.4K (+$51.3K)
Filed 2026-11-06
KW Wealth Management LLC
NEW
Shares3,639
Change+3,639
Value$963.4K
Filed 2026-10-28
Centennial Wealth Advisory LLC
INCREASED
Shares3,622 from 3,173
Change+449 (+14%)
Value$959.8K (+$153.8K)
Filed 2026-10-16
McHugh Group, LLC
UNCHANGED
Shares3,615 from 3,615
Change0 (0%)
Value$957.0K (+$38.9K)
Filed 2026-10-19
Rockport Wealth LLC
INCREASED
Shares3,605 from 3,579
Change+26 (+1%)
Value$954.4K (+$45.4K)
Filed 2026-11-03
Purus Wealth Management, LLC
INCREASED
Shares3,601 from 3,465
Change+136 (+4%)
Value$953.4K (+$73.4K)
Filed 2026-10-15
Aspen Wealth Management LLC
INCREASED
Shares3,590 from 3,587
Change+3 (+0%)
Value$950.5K (+$39.4K)
Filed 2026-10-14
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares3,590 from 3,590
Change0 (0%)
Value$960.7K (+$49.0K)
Filed 2026-10-29
Roble, Belko & Company, Inc
INCREASED
Shares3,588 from 3,549
Change+39 (+1%)
Value$950.0K (+$49.0K)
Filed 2026-11-09
Lakewood Asset Management LLC
DECREASED
Shares3,586 from 4,067
Change-481 (-12%)
Value$949.4K (-$83.4K)
Filed 2026-10-26
Summit Investment Advisors, Inc.\KS
INCREASED
Shares3,582 from 3,580
Change+2 (+0%)
Value$948.4K (+$39.1K)
Filed 2026-11-05
Lesa Sroufe & Co
UNCHANGED
Shares3,581 from 3,581
Change0 (0%)
Value$948.0K (+$38.0K)
Filed 2026-10-29
Howard Wealth Management, LLC
DECREASED
Shares3,573 from 3,595
Change-22 (-1%)
Value$945.9K (+$32.9K)
Filed 2026-10-28
RVW Wealth, LLC
INCREASED
Shares3,569 from 3,567
Change+2 (+0%)
Value$944.9K (+$38.9K)
Filed 2026-10-06
Holos Integrated Wealth LLC
UNCHANGED
Shares3,568 from 3,568
Change0 (0%)
Value$905.6K (-$48.0K)
Filed 2026-10-23
Alliance Wealth Advisors, LLC
DECREASED
Shares3,567 from 4,729
Change-1,162 (-25%)
Value$944.5K (-$256.4K)
Filed 2026-10-28
Firestone Capital Management
DECREASED
Shares3,567 from 3,575
Change-8 (0%)
Value$944.2K (+$36.2K)
Filed 2026-11-03
Rempart Asset Management Inc.
UNCHANGED
Shares3,565 from 3,565
Change0 (0%)
Value$905.4K ($0)
Filed 2026-10-20
Central Valley Advisors, LLC
DECREASED
Shares3,559 from 4,091
Change-532 (-13%)
Value$942.2K (-$96.6K)
Filed 2026-10-27
MMA Asset Management LLC
DECREASED
Shares3,559 from 3,607
Change-48 (-1%)
Value$942.1K (+$26.0K)
Filed 2026-11-02
Ridgewood Investments LLC
UNCHANGED
Shares3,558 from 3,558
Change0 (0%)
Value$941.9K (+$38.3K)
Filed 2026-10-05
Physician Wealth Advisors, Inc.
INCREASED
Shares3,557 from 3,392
Change+165 (+5%)
Value$941.7K (+$80.2K)
Filed 2026-10-20
Karras Company, Inc.
DECREASED
Shares3,557 from 3,618
Change-61 (-2%)
Value$941.7K (+$22.8K)
Filed 2026-10-16
WealthCare Investment Partners, LLC
INCREASED
Shares3,554 from 3,524
Change+30 (+1%)
Value$941.0K (+$46.0K)
Filed 2026-11-05
Virtue Capital Management, LLC
INCREASED
Shares3,552 from 3,546
Change+6 (+0%)
Value$940.4K (+$39.8K)
Filed 2026-10-29
Pictet North America Advisors SA
UNCHANGED
Shares3,550 from 3,550
Change0 (0%)
Value$939.8K (+$38.2K)
Filed 2026-10-21
Atlas Private Wealth Advisors
DECREASED
Shares3,547 from 4,097
Change-550 (-13%)
Value$939.0K (-$101.4K)
Filed 2026-10-23
BCS Wealth Management
DECREASED
Shares3,545 from 3,739
Change-194 (-5%)
Value$938.5K (-$11.2K)
Filed 2026-11-03
Marks Group Wealth Management, Inc
UNCHANGED
Shares3,532 from 3,532
Change0 (0%)
Value$935.1K (+$38.0K)
Filed 2026-11-05
William John Sempolinski
INCREASED
Shares3,531 from 2,131
Change+1,400 (+66%)
Value$934.8K (+$393.6K)
Filed 2026-10-20
Deltec Asset Management LLC
UNCHANGED
Shares3,514 from 3,514
Change0 (0%)
Value$930.3K (+$37.8K)
Filed 2026-10-26
Enzi Wealth
INCREASED
Shares3,512 from 3,510
Change+2 (+0%)
Value$873.1K (-$17.9K)
Filed 2026-10-14
North Forty Two & Co.
UNCHANGED
Shares3,509 from 3,509
Change0 (0%)
Value$929.0K (+$37.8K)
Filed 2026-10-19
Steph & Co
DECREASED
Shares3,502 from 3,734
Change-232 (-6%)
Value$927.1K (-$21.2K)
Filed 2026-10-07
GKV Capital Management Co., Inc.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$926.6K (+$37.7K)
Filed 2026-11-06
CWS Financial Advisors, LLC
DECREASED
Shares3,498 from 3,919
Change-421 (-11%)
Value$926.2K (-$69.2K)
Filed 2026-10-16
Canandaigua National Trust Co of Florida
NEW
Shares3,496
Change+3,496
Value$925.5K
Filed 2026-10-07
Frederick Financial Consultants, LLC
INCREASED
Shares3,480 from 3,445
Change+35 (+1%)
Value$921.3K (+$46.5K)
Filed 2026-10-29
Financial Insights, Inc.
INCREASED
Shares3,477 from 3,380
Change+97 (+3%)
Value$920.6K (+$62.1K)
Filed 2026-10-27
Willow Creek Capital Management, Inc.
DECREASED
Shares3,470 from 3,509
Change-39 (-1%)
Value$918.6K (+$27.5K)
Filed 2026-11-10
Measured Wealth Private Client Group, LLC
DECREASED
Shares3,466 from 3,534
Change-68 (-2%)
Value$917.6K (+$20.1K)
Filed 2026-11-10
Sutton Place Investors LLC
INCREASED
Shares3,454 from 3,284
Change+170 (+5%)
Value$914.4K (+$80.4K)
Filed 2026-10-20
Northwest Wealth Management, LLC
INCREASED
Shares3,450 from 3,439
Change+11 (+0%)
Value$913.2K (+$39.9K)
Filed 2026-10-30
D.B. Root & Company, LLC
INCREASED
Shares3,444 from 3,373
Change+71 (+2%)
Value$911.8K (+$55.1K)
Filed 2026-11-04
Souders Financial Advisors
INCREASED
Shares3,438 from 3,322
Change+116 (+3%)
Value$910.2K (+$66.5K)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
DECREASED
Shares3,434 from 3,629
Change-195 (-5%)
Value$945.1K (+$23.4K)
Filed 2026-11-02
Encompass Wealth Advisors, LLC
INCREASED
Shares3,428 from 1,667
Change+1,761 (+106%)
Value$907.5K (+$484.2K)
Filed 2026-10-15
Mainsail Asset Management, LLC
DECREASED
Shares3,423 from 4,030
Change-607 (-15%)
Value$872.2K (-$147.7K)
Filed 2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED
Shares3,417 from 3,255
Change+162 (+5%)
Value$904.7K (+$78.1K)
Filed 2026-10-15
Syntegra Private Wealth Group, LLC
INCREASED
Shares3,414 from 2,950
Change+464 (+16%)
Value$903.8K (+$154.6K)
Filed 2026-10-13
Hamilton Capital, LLC
DECREASED
Shares3,411 from 3,430
Change-19 (-1%)
Value$903.1K (+$32.0K)
Filed 2026-10-08
Rise Advisors, LLC
DECREASED
Shares3,398 from 4,542
Change-1,144 (-25%)
Value$899.7K (-$253.9K)
Filed 2026-10-16
Navigation Group, LLC
DECREASED
Shares3,392 from 3,546
Change-154 (-4%)
Value$898.0K (-$2.5K)
Filed 2026-10-28
Lazard Freres Gestion S.A.S.
DECREASED
Shares3,386 from 3,536
Change-150 (-4%)
Value$896.0K (-$2.0K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares3,382 from 1,689
Change+1,693 (+100%)
Value$895.5K (+$466.6K)
Filed 2026-10-19
Aspetuck Financial Management LLC
DECREASED
Shares3,375 from 3,395
Change-20 (-1%)
Value$893.5K (+$31.3K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED
Shares3,371 from 3,276
Change+95 (+3%)
Value$892.3K (+$60.4K)
Filed 2026-10-14
Aljian Capital Management, LLC
DECREASED
Shares3,369 from 3,400
Change-31 (-1%)
Value$891.8K (+$28.4K)
Filed 2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED
Shares3,368 from 3,345
Change+23 (+1%)
Value$891.8K (+$42.2K)
Filed 2026-10-20
Flywheel Private Wealth LLC
UNCHANGED
Shares3,356 from 3,356
Change0 (0%)
Value$888.5K (+$36.1K)
Filed 2026-11-02
Defined Wealth Management, LLC
INCREASED
Shares3,347 from 3,329
Change+18 (+1%)
Value$886.1K (+$40.6K)
Filed 2026-10-19
KFA Private Wealth Group, LLC
INCREASED
Shares3,336 from 3,313
Change+23 (+1%)
Value$883.4K (+$41.8K)
Filed 2026-10-07
Seven Hills Financial, LLC
NEW
Shares3,328
Change+3,328
Value$881.0K
Filed 2026-10-13
Argus Investors' Counsel, Inc.
INCREASED
Shares3,328 from 3,120
Change+208 (+7%)
Value$881.1K (+$88.7K)
Filed 2026-10-09
Boomfish Wealth Group, LLC
DECREASED
Shares3,322 from 9,047
Change-5,725 (-63%)
Value$879.5K (-$1.4M)
Filed 2026-10-22
Kaydan Wealth Management, Inc.
INCREASED
Shares3,319 from 3,293
Change+26 (+1%)
Value$878.7K (+$42.4K)
Filed 2026-10-08
Flynn Zito Capital Management, LLC
INCREASED
Shares3,310 from 3,204
Change+106 (+3%)
Value$876.2K (+$62.4K)
Filed 2026-11-04
Financial Management Professionals, Inc.
INCREASED
Shares3,304 from 3,299
Change+5 (+0%)
Value$874.6K (+$36.7K)
Filed 2026-10-23
Veracity Capital LLC
INCREASED
Shares3,303 from 3,039
Change+264 (+9%)
Value$874.5K (+$102.8K)
Filed 2026-10-08
Private Capital Advisors, Inc.
UNCHANGED
Shares3,301 from 3,301
Change0 (0%)
Value$873.9K (+$35.6K)
Filed 2026-10-06
Carlson Financial, Inc.
INCREASED
Shares3,293 from 3,288
Change+5 (+0%)
Value$871.7K (+$36.4K)
Filed 2026-11-05
Todd Asset Management LLC
UNCHANGED
Shares3,288 from 3,288
Change0 (0%)
Value$870.5K (+$35.4K)
Filed 2026-10-27
Riverpoint Wealth Management Holdings, LLC
INCREASED
Shares3,286 from 3,275
Change+11 (+0%)
Value$870.0K (+$38.2K)
Filed 2026-11-09
Reaves W H & Co Inc
UNCHANGED
Shares3,278 from 3,278
Change0 (0%)
Value$867.8K (+$35.3K)
Filed 2026-11-06
TrustBank
DECREASED
Shares3,277 from 3,306
Change-29 (-1%)
Value$867.6K (+$27.9K)
Filed 2026-10-20
Millennium Capital Advisors, LLC
INCREASED
Shares3,274 from 3,271
Change+3 (+0%)
Value$866.7K (+$35.8K)
Filed 2026-10-16
Focused Alpha, LLC
DECREASED
Shares3,271 from 3,326
Change-55 (-2%)
Value$865.8K (+$21.2K)
Filed 2026-10-20
Reap Financial Group, LLC
INCREASED
Shares3,270 from 3,097
Change+173 (+6%)
Value$865.7K (+$79.0K)
Filed 2026-11-02
Worth Asset Management, LLC
INCREASED
Shares3,254 from 2,746
Change+508 (+19%)
Value$861.5K (+$164.0K)
Filed 2026-10-07
Biltmore Wealth Management, LLC
DECREASED
Shares3,254 from 3,450
Change-196 (-6%)
Value$861.4K (-$14.8K)
Filed 2026-10-09
Cannon Financial Strategists, Inc.
UNCHANGED
Shares3,252 from 3,252
Change0 (0%)
Value$860.9K (+$35.0K)
Filed 2026-10-19
Quaker Wealth Management, LLC
INCREASED
Shares3,251 from 3,097
Change+154 (+5%)
Value$860.7K (+$74.1K)
Filed 2026-10-22
San Luis Wealth Advisors LLC
INCREASED
Shares3,248 from 3,203
Change+45 (+1%)
Value$859.9K (+$46.5K)
Filed 2026-10-27
Wall Street Financial Group, Inc.
INCREASED
Shares3,246 from 3,012
Change+234 (+8%)
Value$859.3K (+$94.3K)
Filed 2026-11-09
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares3,246 from 3,398
Change-152 (-4%)
Value$859.4K (-$3.5K)
Filed 2026-11-06
Rare Wolf Capital LLC
INCREASED
Shares3,241 from 3,046
Change+195 (+6%)
Value$858.0K (+$84.4K)
Filed 2026-10-20
Independent Wealth Network Inc.
DECREASED
Shares3,240 from 3,319
Change-79 (-2%)
Value$857.8K (+$14.9K)
Filed 2026-10-19
Connecticut Capital Management Group, LLC
INCREASED
Shares3,238 from 3,217
Change+21 (+1%)
Value$857.2K (+$40.2K)
Filed 2026-10-29
Ariadne Wealth Management, LP
INCREASED
Shares3,235 from 3,215
Change+20 (+1%)
Value$856.4K (+$39.9K)
Filed 2026-11-06
J. L. Bainbridge & Co., Inc.
INCREASED
Shares3,235 from 3,234
Change+1 (+0%)
Value$856.3K (+$35.0K)
Filed 2026-10-20
Traynor Capital Management, Inc.
DECREASED
Shares3,231 from 3,240
Change-9 (0%)
Value$855.4K (+$32.6K)
Filed 2026-10-29
Landmark Wealth Management, LLC
INCREASED
Shares3,225 from 3,224
Change+1 (+0%)
Value$853.7K (+$35.0K)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
INCREASED
Shares3,211 from 3,163
Change+48 (+2%)
Value$850.2K (+$46.9K)
Filed 2026-11-03
Heritage Family Offices, LLP
INCREASED
Shares3,210 from 2,952
Change+258 (+9%)
Value$849.8K (+$100.1K)
Filed 2026-11-02
DB&C Advisors, LLC
DECREASED
Shares3,208 from 3,366
Change-158 (-5%)
Value$849.2K (-$5.6K)
Filed 2026-10-26
Bender Robert & Associates
DECREASED
Shares3,207 from 3,224
Change-17 (-1%)
Value$849.0K (+$30.2K)
Filed 2026-10-21
Financial Consulate, Inc
DECREASED
Shares3,204 from 3,667
Change-463 (-13%)
Value$848.3K (-$83.0K)
Filed 2026-10-23
Lebenthal Global Advisors, LLC
DECREASED
Shares3,204 from 3,206
Change-2 (0%)
Value$848.2K (+$33.8K)
Filed 2026-10-28
Vista Investment Partners II, LLC
DECREASED
Shares3,201 from 3,474
Change-273 (-8%)
Value$847.4K (-$35.0K)
Filed 2026-10-15
Trace Wealth Advisors, LLC
DECREASED
Shares3,186 from 3,969
Change-783 (-20%)
Value$843.5K (-$164.5K)
Filed 2026-10-30
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares3,184 from 3,184
Change0 (0%)
Value$843.0K (+$34.3K)
Filed 2026-10-21
Winch Advisory Services, LLC
DECREASED
Shares3,178 from 3,243
Change-65 (-2%)
Value$841.4K (+$17.7K)
Filed 2026-11-06
Legacy Financial Strategies, LLC
INCREASED
Shares3,171 from 3,070
Change+101 (+3%)
Value$839.4K (+$59.7K)
Filed 2026-10-15
Greykasell Wealth Strategies, Inc.
INCREASED
Shares3,165 from 3,163
Change+2 (+0%)
Value$837.9K (+$34.5K)
Filed 2026-11-09
Jacksonville Wealth Management, LLC
DECREASED
Shares3,160 from 3,175
Change-15 (0%)
Value$836.5K (+$30.1K)
Filed 2026-10-30
Paladin Wealth, LLC
DECREASED
Shares3,159 from 3,828
Change-669 (-17%)
Value$836.3K (-$135.9K)
Filed 2026-10-23
Nordwand Advisors, LLC
INCREASED
Shares3,154 from 3,085
Change+69 (+2%)
Value$835.0K (+$51.5K)
Filed 2026-11-05
Langley Wealth Management, LLC
INCREASED
Shares3,153 from 3,120
Change+33 (+1%)
Value$834.8K (+$42.4K)
Filed 2026-11-04
McLean Asset Management Corp
DECREASED
Shares3,151 from 3,218
Change-67 (-2%)
Value$858.2K (+$33.2K)
Filed 2026-11-06
Alpha Zero LLC
INCREASED
Shares3,144 from 2,361
Change+783 (+33%)
Value$832.3K (+$242.1K)
Filed 2026-11-06
Walker Asset Management, LLC
INCREASED
Shares3,142 from 3,132
Change+10 (+0%)
Value$831.8K (+$36.3K)
Filed 2026-10-13
BNB Wealth Management, LLC
DECREASED
Shares3,138 from 3,160
Change-22 (-1%)
Value$830.8K (+$28.3K)
Filed 2026-10-28
New England Capital Financial Advisors LLC
INCREASED
Shares3,133 from 2,860
Change+273 (+10%)
Value$829.5K (+$103.1K)
Filed 2026-11-03
Innova Wealth Partners
INCREASED
Shares3,129 from 3,125
Change+4 (+0%)
Value$828.3K (+$34.7K)
Filed 2026-10-21
Enclave Advisors LLC
DECREASED
Shares3,128 from 3,315
Change-187 (-6%)
Value$828.1K (-$13.8K)
Filed 2026-10-14
Legacy Financial Independent Advisors LLC
DECREASED
Shares3,128 from 3,184
Change-56 (-2%)
Value$828.1K (+$19.5K)
Filed 2026-11-02
Cypress Point Wealth Management, LLC
INCREASED
Shares3,123 from 1,851
Change+1,272 (+69%)
Value$826.8K (+$356.7K)
Filed 2026-11-03
Gray Private Wealth, LLC
NEW
Shares3,119
Change+3,119
Value$825.8K
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares3,118 from 2,026
Change+1,092 (+54%)
Value$825.5K (+$311.0K)
Filed 2026-10-29
Stone Summit Wealth LLC
DECREASED
Shares3,117 from 4,100
Change-983 (-24%)
Value$825.2K (-$216.1K)
Filed 2026-10-14
Pines Wealth Management, LLC
INCREASED
Shares3,115 from 3,006
Change+109 (+4%)
Value$824.7K (+$61.2K)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares3,113
Change+3,113
Value$824.1K
Filed 2026-10-19
Atticus Wealth Management, LLC
INCREASED
Shares3,107 from 2,698
Change+409 (+15%)
Value$822.6K (+$137.5K)
Filed 2026-10-20
Freedom Day Solutions, LLC
INCREASED
Shares3,107 from 2,917
Change+190 (+7%)
Value$822.6K (+$81.8K)
Filed 2026-10-20
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares3,106 from 3,106
Change0 (0%)
Value$822.3K (+$33.5K)
Filed 2026-10-05
Edgestream Partners, L.P.
NEW
Shares3,101
Change+3,101
Value$821.0K
Filed 2026-11-10
SSA Swiss Advisors AG
DECREASED
Shares3,100 from 3,135
Change-35 (-1%)
Value$820.7K (+$24.5K)
Filed 2026-11-10
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$820.7K (+$33.4K)
Filed 2026-11-06
Birchbrook, Inc.
DECREASED
Shares3,086 from 3,586
Change-500 (-14%)
Value$817.0K (-$93.7K)
Filed 2026-10-14
TrueWealth Advisors, LLC
DECREASED
Shares3,084 from 3,092
Change-8 (0%)
Value$816.5K (+$31.2K)
Filed 2026-10-09
SkyOak Wealth, LLC
DECREASED
Shares3,077 from 3,269
Change-192 (-6%)
Value$814.6K (-$15.6K)
Filed 2026-10-28
Foundation Wealth Management, Llc\pa
INCREASED
Shares3,071 from 3,052
Change+19 (+1%)
Value$813.0K (+$37.9K)
Filed 2026-10-14
Heck Capital Advisors, LLC
INCREASED
Shares3,069 from 2,857
Change+212 (+7%)
Value$812.5K (+$86.9K)
Filed 2026-10-14
CGC Financial Services, LLC
UNCHANGED
Shares3,065 from 3,065
Change0 (0%)
Value$811.4K (+$33.0K)
Filed 2026-10-13
Legacy Wealth Partners, LLC
INCREASED
Shares3,058 from 2,964
Change+94 (+3%)
Value$809.6K (+$56.8K)
Filed 2026-10-15
Rhodes Investment Advisors Inc
DECREASED
Shares3,057 from 3,077
Change-20 (-1%)
Value$809.4K (+$27.8K)
Filed 2026-10-07
WPG Advisers, LLC
INCREASED
Shares3,047 from 2,994
Change+53 (+2%)
Value$806.7K (+$46.3K)
Filed 2026-10-27
Quad-Cities Investment Group, LLC
DECREASED
Shares3,044 from 3,050
Change-6 (0%)
Value$805.9K (+$31.3K)
Filed 2026-10-16
Mlp3, LLC
INCREASED
Shares3,038 from 2,848
Change+190 (+7%)
Value$804.3K (+$80.9K)
Filed 2026-10-22
Monograph Wealth Advisors, LLC
DECREASED
Shares3,034 from 3,334
Change-300 (-9%)
Value$803.2K (-$43.5K)
Filed 2026-11-09
Retirement Income Solutions, Inc
DECREASED
Shares3,034 from 3,064
Change-30 (-1%)
Value$803.2K (+$25.1K)
Filed 2026-11-10
Encompass More Asset Management
INCREASED
Shares3,026 from 2,525
Change+501 (+20%)
Value$801.1K (+$159.7K)
Filed 2026-10-16
Elevatus Welath Management
DECREASED
Shares3,023 from 3,808
Change-785 (-21%)
Value$800.0K (-$167.0K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,020 from 2,069
Change+951 (+46%)
Value$799.7K (+$274.2K)
Filed 2026-10-16
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
UNCHANGED
Shares2,995 from 2,995
Change0 (0%)
Value$792.9K (+$32.3K)
Filed 2026-11-10
NewSquare Capital LLC
INCREASED
Shares2,991 from 2,578
Change+413 (+16%)
Value$791.9K (+$137.1K)
Filed 2026-11-06
Garde Capital, Inc.
INCREASED
Shares2,976 from 2,581
Change+395 (+15%)
Value$788.0K (+$132.5K)
Filed 2026-10-29
Lee Financial Co
INCREASED
Shares2,974 from 2,733
Change+241 (+9%)
Value$787.2K (+$93.1K)
Filed 2026-10-16
Weinberger Asset Management, Inc
INCREASED
Shares2,974 from 2,937
Change+37 (+1%)
Value$787.2K (+$34.4K)
Filed 2026-10-28
Kelly Financial Services LLC
INCREASED
Shares2,961 from 2,882
Change+79 (+3%)
Value$783.9K (+$52.0K)
Filed 2026-10-20
Finivi Inc.
INCREASED
Shares2,959 from 2,672
Change+287 (+11%)
Value$783.4K (+$104.7K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
INCREASED
Shares2,953 from 2,820
Change+133 (+5%)
Value$781.7K (+$65.3K)
Filed 2026-11-04
BankPlus Trust Department
DECREASED
Shares2,953 from 2,984
Change-31 (-1%)
Value$781.8K (+$23.9K)
Filed 2026-11-06
Latitude Advisors, LLC
INCREASED
Shares2,949 from 2,902
Change+47 (+2%)
Value$780.8K (+$43.8K)
Filed 2026-10-27
Tenet Wealth Partners, LLC
DECREASED
Shares2,940 from 2,953
Change-13 (0%)
Value$778.3K (-$7.0K)
Filed 2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED
Shares2,926 from 2,661
Change+265 (+10%)
Value$774.4K (+$98.7K)
Filed 2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares2,918 from 2,953
Change-35 (-1%)
Value$772.6K (+$22.7K)
Filed 2026-10-13
Carter Financial Group, Inc.
INCREASED
Shares2,916 from 2,640
Change+276 (+10%)
Value$772.1K (+$101.7K)
Filed 2026-10-21
Foguth Wealth Management, Llc.
INCREASED
Shares2,915 from 2,419
Change+496 (+21%)
Value$745.0K (+$143.0K)
Filed 2026-10-19
Summa Corp.
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$770.4K (+$31.3K)
Filed 2026-10-30
Gratus Wealth Advisors, LLC
INCREASED
Shares2,909 from 2,853
Change+56 (+2%)
Value$770.1K (+$45.6K)
Filed 2026-10-26
Valley Wealth Managers, Inc.
DECREASED
Shares2,909 from 2,924
Change-15 (-1%)
Value$770.2K (+$27.5K)
Filed 2026-10-09
Wealth Management Partners, LLC
DECREASED
Shares2,908 from 3,219
Change-311 (-10%)
Value$769.9K (-$47.7K)
Filed 2026-10-21
Sterling Group Wealth Management, LLC
INCREASED
Shares2,908 from 2,907
Change+1 (+0%)
Value$769.9K (+$31.5K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares2,908 from 2,908
Change0 (0%)
Value$738.4K ($0)
Filed 2026-10-26
Black Diamond Financial, LLC
INCREASED
Shares2,907 from 2,372
Change+535 (+23%)
Value$769.7K (+$167.3K)
Filed 2026-10-26
Crescent Grove Advisors, LLC
UNCHANGED
Shares2,906 from 2,906
Change0 (0%)
Value$769.3K (+$31.4K)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
INCREASED
Shares2,904 from 2,674
Change+230 (+9%)
Value$768.7K (+$89.5K)
Filed 2026-11-04
RAM Investment Partners, LLC
DECREASED
Shares2,904 from 2,922
Change-18 (-1%)
Value$768.9K (+$26.7K)
Filed 2026-10-21
Blackhawk Capital Partners, LLC
INCREASED
Shares2,903 from 1,328
Change+1,575 (+119%)
Value$768.5K (+$431.2K)
Filed 2026-11-10
August Group Capital Ltd
INCREASED
Shares2,902 from 2,878
Change+24 (+1%)
Value$768.3K (+$37.3K)
Filed 2026-10-14
Arbor Investment Advisors, LLC
UNCHANGED
Shares2,889 from 2,889
Change0 (0%)
Value$764.8K (+$31.1K)
Filed 2026-10-26
HFR Wealth Management, LLC
UNCHANGED
Shares2,882 from 2,882
Change0 (0%)
Value$763.0K (+$31.0K)
Filed 2026-11-09
Scott Capital Advisors, LLC
INCREASED
Shares2,881 from 2,878
Change+3 (+0%)
Value$744.6K (+$13.7K)
Filed 2026-10-13
Seven Mile Advisory
DECREASED
Shares2,868 from 2,945
Change-77 (-3%)
Value$759.3K (+$11.3K)
Filed 2026-10-22
BankChampaign, National Association
INCREASED
Shares2,860 from 1,038
Change+1,822 (+176%)
Value$757.2K (+$493.5K)
Filed 2026-10-19
Riverwater Partners LLC
DECREASED
Shares2,854 from 2,882
Change-28 (-1%)
Value$755.6K (+$23.6K)
Filed 2026-11-03
Landaas & Co
INCREASED
Shares2,851 from 2,771
Change+80 (+3%)
Value$754.7K (+$51.0K)
Filed 2026-10-29
Tilia Fiduciary Partners, Inc.
DECREASED
Shares2,845 from 3,029
Change-184 (-6%)
Value$753.1K (-$16.1K)
Filed 2026-10-09
Gilbert Capital Group, Inc.
DECREASED
Shares2,844 from 2,889
Change-45 (-2%)
Value$752.9K (+$19.2K)
Filed 2026-10-28
Sage Mountain Advisors LLC
DECREASED
Shares2,830 from 3,211
Change-381 (-12%)
Value$749.2K (-$66.3K)
Filed 2026-11-02
GEM Asset Management, LLC
INCREASED
Shares2,828 from 2,826
Change+2 (+0%)
Value$748.7K (+$30.9K)
Filed 2026-10-13
Seaside Wealth Management, Inc.
INCREASED
Shares2,825 from 2,813
Change+12 (+0%)
Value$747.9K (+$33.5K)
Filed 2026-11-09
BostonPremier Wealth LLC
INCREASED
Shares2,824 from 2,620
Change+204 (+8%)
Value$747.5K (+$82.1K)
Filed 2026-10-16
First Community Trust NA
INCREASED
Shares2,817 from 2,537
Change+280 (+11%)
Value$745.8K (+$101.5K)
Filed 2026-10-07
Obsidian CIO, LLC
INCREASED
Shares2,816 from 2,245
Change+571 (+25%)
Value$745.6K (+$175.5K)
Filed 2026-11-05
Dodds Wealth, LLC
INCREASED
Shares2,813 from 2,802
Change+11 (+0%)
Value$744.6K (+$32.9K)
Filed 2026-11-02
Hoxton Planning & Management, LLC
DECREASED
Shares2,810 from 2,875
Change-65 (-2%)
Value$743.9K (+$13.8K)
Filed 2026-10-15
Darden Wealth Group Inc
INCREASED
Shares2,808 from 2,588
Change+220 (+9%)
Value$743.6K (+$86.3K)
Filed 2026-11-06
Vestia Personal Wealth Advisors
INCREASED
Shares2,806 from 2,789
Change+17 (+1%)
Value$742.9K (+$34.6K)
Filed 2026-10-20
SBI Okasan Asset Management Co.Ltd.
DECREASED
Shares2,800 from 3,900
Change-1,100 (-28%)
Value$749.2K (-$259.0K)
Filed 2026-11-10
Crown Wealth Group, LLC
INCREASED
Shares2,791 from 2,736
Change+55 (+2%)
Value$739.0K (+$44.0K)
Filed 2026-10-19
Y.D. More Investments Ltd
INCREASED
Shares2,791 from 2,788
Change+3 (+0%)
Value$738.9K (+$30.8K)
Filed 2026-11-02
Lountzis Asset Management, LLC
DECREASED
Shares2,789 from 2,912
Change-123 (-4%)
Value$738.4K (-$1.2K)
Filed 2026-10-30
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$718.6K (-$2.3K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
DECREASED
Shares2,777 from 2,809
Change-32 (-1%)
Value$735.2K (+$21.7K)
Filed 2026-10-27
Hickory Point Bank & Trust
UNCHANGED
Shares2,773 from 2,773
Change0 (0%)
Value$734.1K (+$29.9K)
Filed 2026-10-01
Crumly & Associates Inc.
INCREASED
Shares2,767 from 2,137
Change+630 (+29%)
Value$732.5K (+$189.8K)
Filed 2026-10-07
Catalyst Investment Management LLC
INCREASED
Shares2,765 from 2,763
Change+2 (+0%)
Value$732.1K (+$30.4K)
Filed 2026-10-21
Waterfront Wealth Inc.
DECREASED
Shares2,764 from 3,263
Change-499 (-15%)
Value$716.2K (-$122.4K)
Filed 2026-11-03
Burkett Financial Services, LLC
INCREASED
Shares2,753 from 2,740
Change+13 (+0%)
Value$729.0K (+$33.1K)
Filed 2026-10-01
WealthBridge Capital Management, LLC
INCREASED
Shares2,752 from 2,685
Change+67 (+3%)
Value$728.6K (+$46.7K)
Filed 2026-10-16
G2 Capital Management, LLC / OH
INCREASED
Shares2,752 from 2,745
Change+7 (+0%)
Value$728.6K (+$31.4K)
Filed 2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,745 from 2,734
Change+11 (+0%)
Value$726.6K (+$32.3K)
Filed 2026-11-04
J2 Capital Management Inc
DECREASED
Shares2,740 from 2,765
Change-25 (-1%)
Value$725.4K (+$23.2K)
Filed 2026-10-19
Rasp Wealth Solutions, LLC
INCREASED
Shares2,732 from 2,525
Change+207 (+8%)
Value$723.3K (+$82.0K)
Filed 2026-11-06
Fidelity D & D Bancorp Inc
DECREASED
Shares2,727 from 2,755
Change-28 (-1%)
Value$721.9K (+$22.3K)
Filed 2026-11-05
Strata Wealth Advisors, LLC
INCREASED
Shares2,720 from 2,633
Change+87 (+3%)
Value$720.1K (+$51.4K)
Filed 2026-10-16
Stevens Capital Partners
INCREASED
Shares2,718 from 2,035
Change+683 (+34%)
Value$719.4K (+$202.5K)
Filed 2026-10-29
Community Bank of Raymore
UNCHANGED
Shares2,717 from 2,717
Change0 (0%)
Value$719.3K (+$29.3K)
Filed 2026-10-23
Green Ridge Wealth Planning LLC
DECREASED
Shares2,716 from 2,800
Change-84 (-3%)
Value$719.1K (+$7.9K)
Filed 2026-10-08
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares2,711 from 2,711
Change0 (0%)
Value$717.7K (+$29.2K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
INCREASED
Shares2,704 from 2,394
Change+310 (+13%)
Value$707.1K (+$86.3K)
Filed 2026-10-13
Clear Point Advisors Inc.
INCREASED
Shares2,699 from 2,695
Change+4 (+0%)
Value$714.6K (+$30.0K)
Filed 2026-10-30
Websterrogers Financial Advisors, LLC
INCREASED
Shares2,696 from 2,695
Change+1 (+0%)
Value$713.7K (+$29.0K)
Filed 2026-11-02
Paragon Capital Management Ltd
DECREASED
Shares2,693 from 2,920
Change-227 (-8%)
Value$712.9K (-$28.9K)
Filed 2026-10-09
Eagle Harbor Asset Management Inc
UNCHANGED
Shares2,686 from 2,686
Change0 (0%)
Value$711.1K (+$28.9K)
Filed 2026-10-21
Mayfair Advisory Group, LLC
INCREASED
Shares2,682 from 2,681
Change+1 (+0%)
Value$709.9K (+$3.7K)
Filed 2026-10-20
Intergy Private Wealth, LLC
DECREASED
Shares2,678 from 2,708
Change-30 (-1%)
Value$709.0K (+$21.2K)
Filed 2026-10-16
Piscataqua Savings Bank
DECREASED
Shares2,662 from 2,692
Change-30 (-1%)
Value$704.7K (+$21.0K)
Filed 2026-10-21
RMG Wealth Management LLC
INCREASED
Shares2,658 from 2,629
Change+29 (+1%)
Value$712.8K (+$27.0K)
Filed 2026-10-26
Banque de Luxembourg S.A.
INCREASED
Shares2,657 from 1,457
Change+1,200 (+82%)
Value$703.4K (+$333.4K)
Filed 2026-10-14
LEE Johnson Capital Management, LLC
NEW
Shares2,656
Change+2,656
Value$703.1K
Filed 2026-11-09
Banyan Capital Management, Inc.
DECREASED
Shares2,656 from 3,396
Change-740 (-22%)
Value$703.1K (-$159.3K)
Filed 2026-11-05
Nolet Wealth Management, LLC
INCREASED
Shares2,655 from 2,581
Change+74 (+3%)
Value$702.8K (+$47.4K)
Filed 2026-10-15
Warner Group LLC
INCREASED
Shares2,654 from 1,590
Change+1,064 (+67%)
Value$702.8K (+$299.0K)
Filed 2026-11-09
Security Financial Services, Inc.
DECREASED
Shares2,650 from 2,740
Change-90 (-3%)
Value$701.6K (+$5.7K)
Filed 2026-10-29
Prospera Capital Management, LLC
INCREASED
Shares2,649 from 917
Change+1,732 (+189%)
Value$701.2K (+$463.5K)
Filed 2026-10-19
Invariant Investment Management
DECREASED
Shares2,645 from 2,680
Change-35 (-1%)
Value$677.3K (-$17.7K)
Filed 2026-10-08
Bridgewealth Advisory Group, LLC
INCREASED
Shares2,638 from 2,453
Change+185 (+8%)
Value$698.4K (+$75.4K)
Filed 2026-11-09
Wealthcare Capital Partners, LLC
INCREASED
Shares2,637 from 2,633
Change+4 (+0%)
Value$698.2K (+$29.5K)
Filed 2026-10-21
Future Financial Wealth Managment LLC
INCREASED
Shares2,634 from 2,633
Change+1 (+0%)
Value$697.2K (+$14.5K)
Filed 2026-10-15
City Center Advisors, LLC
DECREASED
Shares2,632 from 2,899
Change-267 (-9%)
Value$696.9K (-$39.4K)
Filed 2026-10-08
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares2,630 from 2,410
Change+220 (+9%)
Value$696.1K (+$84.1K)
Filed 2026-11-04
Rolek Wealth Management LLC
UNCHANGED
Shares2,630 from 2,630
Change0 (0%)
Value$696.2K (+$28.3K)
Filed 2026-10-21
Financial Management Network Inc
DECREASED
Shares2,624 from 2,644
Change-20 (-1%)
Value$671.8K (+$2.9K)
Filed 2026-10-09
FAI Advisors, Inc.
INCREASED
Shares2,619 from 2,493
Change+126 (+5%)
Value$693.4K (+$60.2K)
Filed 2026-10-27
Sprott Inc.
INCREASED
Shares2,606 from 1,737
Change+869 (+50%)
Value$689.9K (+$248.8K)
Filed 2026-11-09
Legacy Capital Wealth Partners, LLC
DECREASED
Shares2,605 from 2,667
Change-62 (-2%)
Value$689.7K (+$12.3K)
Filed 2026-10-21
Sippican Capital Advisors
UNCHANGED
Shares2,604 from 2,604
Change0 (0%)
Value$689.4K (+$28.0K)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
DECREASED
Shares2,590 from 2,907
Change-317 (-11%)
Value$685.6K (-$52.6K)
Filed 2026-10-19
Buttonwood Financial Advisors Inc.
DECREASED
Shares2,589 from 2,591
Change-2 (0%)
Value$685.4K (+$27.4K)
Filed 2026-10-13
Greenup Street Wealth Management LLC
INCREASED
Shares2,585 from 2,580
Change+5 (+0%)
Value$684.3K (+$29.1K)
Filed 2026-10-28
Triumph Capital Management
INCREASED
Shares2,580 from 2,531
Change+49 (+2%)
Value$683.1K (+$40.3K)
Filed 2026-10-14
Atlas Wealth Partners, LLC
UNCHANGED
Shares2,579 from 2,579
Change0 (0%)
Value$682.8K (+$27.8K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
INCREASED
Shares2,577 from 2,477
Change+100 (+4%)
Value$682.2K (+$53.1K)
Filed 2026-11-05
Everest Financial Group LLC
INCREASED
Shares2,574 from 2,485
Change+89 (+4%)
Value$681.6K (+$50.4K)
Filed 2026-11-06
Kellett Wealth Advisors, LLC
INCREASED
Shares2,571 from 2,513
Change+58 (+2%)
Value$680.6K (+$42.4K)
Filed 2026-10-15
RTD Financial Advisors, Inc.
UNCHANGED
Shares2,568 from 2,568
Change0 (0%)
Value$679.9K (+$27.7K)
Filed 2026-10-09
Aufman Associates Inc
DECREASED
Shares2,564 from 3,167
Change-603 (-19%)
Value$678.8K (-$125.5K)
Filed 2026-11-04
Gill Capital Partners, LLC
INCREASED
Shares2,564 from 2,472
Change+92 (+4%)
Value$678.8K (+$51.0K)
Filed 2026-10-13
Peavine Capital, LLC
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$675.1K (+$27.5K)
Filed 2026-10-13
Selective Wealth Management, Inc.
INCREASED
Shares2,545 from 1,761
Change+784 (+45%)
Value$644.6K (+$199.0K)
Filed 2026-10-16
Partners in Financial Planning
DECREASED
Shares2,544 from 2,667
Change-123 (-5%)
Value$673.5K (-$3.8K)
Filed 2026-11-06
Essential Partners LLC
DECREASED
Shares2,543 from 2,596
Change-53 (-2%)
Value$673.2K (+$13.9K)
Filed 2026-10-14
Good Harbor Advisors, Inc.
DECREASED
Shares2,541 from 2,595
Change-54 (-2%)
Value$672.8K (+$13.5K)
Filed 2026-10-20
DWR Wealth Management, LLC
INCREASED
Shares2,537 from 2,533
Change+4 (+0%)
Value$678.8K (+$24.0K)
Filed 2026-10-13
James Hambro & Partners LLP
INCREASED
Shares2,534 from 1,675
Change+859 (+51%)
Value$671.3K (+$245.9K)
Filed 2026-10-19
Stonebridge Financial Planning Group, LLC
INCREASED
Shares2,529 from 2,465
Change+64 (+3%)
Value$669.5K (+$43.4K)
Filed 2026-11-06
CLG LLC
DECREASED
Shares2,528 from 2,572
Change-44 (-2%)
Value$669.4K (+$16.3K)
Filed 2026-10-13
Ariston Services Group
UNCHANGED
Shares2,527 from 2,527
Change0 (0%)
Value$669.0K (+$27.2K)
Filed 2026-10-16
Key Capital Management, Inc
INCREASED
Shares2,515 from 377
Change+2,138 (+567%)
Value$679.2K (+$583.5K)
Filed 2026-11-03
Aletheian Wealth Advisors LLC
INCREASED
Shares2,514 from 2,476
Change+38 (+2%)
Value$665.6K (+$36.7K)
Filed 2026-10-08
Tanager Wealth Management LLP
INCREASED
Shares2,511 from 2,245
Change+266 (+12%)
Value$664.8K (+$94.6K)
Filed 2026-10-19
High Point Wealth Management, LLC
INCREASED
Shares2,511 from 2,503
Change+8 (+0%)
Value$664.8K (+$29.1K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$664.6K (+$27.1K)
Filed 2026-10-14
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$664.6K (+$27.0K)
Filed 2026-10-20
BCK Partners, Inc.
DECREASED
Shares2,509 from 2,737
Change-228 (-8%)
Value$664.2K (-$30.9K)
Filed 2026-10-23
Horizon Wealth Management, LLC
INCREASED
Shares2,509 from 2,475
Change+34 (+1%)
Value$664.3K (+$35.8K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares2,505 from 2,299
Change+206 (+9%)
Value$652.9K (+$69.0K)
Filed 2026-11-02
Titiun Yejiel
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$661.9K (+$26.9K)
Filed 2026-11-06
Quarry Hill Advisors, LLC
INCREASED
Shares2,498 from 2,432
Change+66 (+3%)
Value$661.3K (+$43.7K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
INCREASED
Shares2,496 from 2,037
Change+459 (+23%)
Value$660.7K (+$143.3K)
Filed 2026-10-16
Randall & Associates Wealth Management
DECREASED
Shares2,494 from 2,854
Change-360 (-13%)
Value$660.3K (-$64.6K)
Filed 2026-10-20
Worth Financial Advisory Group, LLC
INCREASED
Shares2,482 from 2,377
Change+105 (+4%)
Value$657.1K (+$53.3K)
Filed 2026-10-19
Sulzberger Capital Advisors, Inc.
INCREASED
Shares2,481 from 2,400
Change+81 (+3%)
Value$656.8K (+$47.3K)
Filed 2026-10-20
Benchmark Financial, LLC
UNCHANGED
Shares2,478 from 2,478
Change0 (0%)
Value$656.0K (+$26.7K)
Filed 2026-10-16
Argentarii, LLC
INCREASED
Shares2,470 from 2,456
Change+14 (+1%)
Value$653.8K (+$15.8K)
Filed 2026-10-28
Broadway Wealth Solutions, Inc.
DECREASED
Shares2,468 from 2,515
Change-47 (-2%)
Value$653.5K (+$14.7K)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares2,464 from 3,045
Change-581 (-19%)
Value$652.3K (-$121.1K)
Filed 2026-10-20
LifePlan Financial, LLC
DECREASED
Shares2,463 from 2,811
Change-348 (-12%)
Value$631.7K (-$82.2K)
Filed 2026-10-13
Guilbault Capital LLC
DECREASED
Shares2,459 from 2,534
Change-75 (-3%)
Value$651.0K (+$7.4K)
Filed 2026-10-28
Owl Creek Wealth Partners LLC
INCREASED
Shares2,455 from 2,375
Change+80 (+3%)
Value$649.9K (+$46.8K)
Filed 2026-10-20
Amarillo National Bank
DECREASED
Shares2,452 from 2,669
Change-217 (-8%)
Value$649.1K (-$28.7K)
Filed 2026-10-23
Lynx Investment Advisory
DECREASED
Shares2,448 from 2,594
Change-146 (-6%)
Value$648.0K (-$10.8K)
Filed 2026-10-27
Financial Solutions Advisory Group, Inc.
INCREASED
Shares2,447 from 2,438
Change+9 (+0%)
Value$625.4K (-$6.3K)
Filed 2026-10-28
Rainier Family Wealth Inc
INCREASED
Shares2,444 from 2,358
Change+86 (+4%)
Value$647.0K (+$48.2K)
Filed 2026-11-02
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares2,444 from 2,443
Change+1 (+0%)
Value$647.1K (+$26.6K)
Filed 2026-10-30
Commerce Advisors, LLC
INCREASED
Shares2,441 from 2,421
Change+20 (+1%)
Value$646.1K (+$31.2K)
Filed 2026-10-19
Michael Brady & Co., LLC
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$645.9K (+$26.3K)
Filed 2026-10-23
Instrumental Wealth, LLC
INCREASED
Shares2,439 from 1,332
Change+1,107 (+83%)
Value$645.6K (+$307.3K)
Filed 2026-10-20
Tilson Financial Group, Inc.
INCREASED
Shares2,437 from 1,556
Change+881 (+57%)
Value$645.1K (+$250.0K)
Filed 2026-11-09
Catalyst Private Wealth, LLC
INCREASED
Shares2,437 from 2,353
Change+84 (+4%)
Value$645.2K (+$47.6K)
Filed 2026-10-13
JGP Global Gestao de Recursos Ltda.
INCREASED
Shares2,437 from 2,368
Change+69 (+3%)
Value$645.2K (+$43.8K)
Filed 2026-10-16
FC Advisory LLC
INCREASED
Shares2,436 from 2,425
Change+11 (+0%)
Value$645.0K (+$29.2K)
Filed 2026-10-05
Mission Financial Group, LLC
INCREASED
Shares2,428 from 2,422
Change+6 (+0%)
Value$642.8K (+$27.6K)
Filed 2026-10-21
Haven Private, LLC
INCREASED
Shares2,424 from 2,244
Change+180 (+8%)
Value$641.7K (+$71.8K)
Filed 2026-10-27
Keating Investment Counselors Inc
UNCHANGED
Shares2,424 from 2,424
Change0 (0%)
Value$641.7K (+$26.1K)
Filed 2026-10-14
Triad Investment Management
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$639.3K (+$26.0K)
Filed 2026-10-13
GW Henssler & Associates LTD
DECREASED
Shares2,413 from 2,465
Change-52 (-2%)
Value$638.8K (+$12.8K)
Filed 2026-10-26
Advocate Investing Services LLC
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$637.0K (+$25.9K)
Filed 2026-10-26
Joel Adams & Associates, Inc.
INCREASED
Shares2,404 from 2,305
Change+99 (+4%)
Value$636.6K (+$51.2K)
Filed 2026-11-02
CDM Financial Counseling Services, Inc.
INCREASED
Shares2,403 from 2,367
Change+36 (+2%)
Value$636.3K (+$35.1K)
Filed 2026-10-15
Freedom Financial Partners LLC
INCREASED
Shares2,397 from 2,395
Change+2 (+0%)
Value$634.6K (+$26.3K)
Filed 2026-10-19
Redwood Family Wealth LLC
INCREASED
Shares2,396 from 2,369
Change+27 (+1%)
Value$634.4K (+$32.8K)
Filed 2026-10-20
RIA Advisory Group LLC
DECREASED
Shares2,393 from 31,764
Change-29,371 (-92%)
Value$633.4K (-$7.4M)
Filed 2026-10-15
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares2,393 from 2,386
Change+7 (+0%)
Value$633.5K (+$27.6K)
Filed 2026-10-29
Inspirion Wealth Advisors, LLC
INCREASED
Shares2,389 from 2,328
Change+61 (+3%)
Value$632.4K (+$41.1K)
Filed 2026-10-09
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares2,386 from 2,406
Change-20 (-1%)
Value$631.7K (+$20.6K)
Filed 2026-10-15
Kwmg, LLC
INCREASED
Shares2,383 from 2,344
Change+39 (+2%)
Value$630.8K (+$35.6K)
Filed 2026-10-07
Meritas Wealth Management, LLC
UNCHANGED
Shares2,383 from 2,383
Change0 (0%)
Value$630.9K (+$25.7K)
Filed 2026-10-14
Able Financial Group, LLC
INCREASED
Shares2,381 from 2,202
Change+179 (+8%)
Value$630.2K (+$71.0K)
Filed 2026-10-14
Arta Finance Wealth Management LLC
INCREASED
Shares2,364 from 2,267
Change+97 (+4%)
Value$625.8K (+$50.1K)
Filed 2026-10-28
AUA Capital Management, LLC
UNCHANGED
Shares2,363 from 2,363
Change0 (0%)
Value$625.6K (+$25.5K)
Filed 2026-10-15
Global Wealth Strategies & Associates
INCREASED
Shares2,361 from 2,006
Change+355 (+18%)
Value$624.9K (+$115.4K)
Filed 2026-10-02
Wilkerson Advisory Group LLC
DECREASED
Shares2,358 from 2,677
Change-319 (-12%)
Value$624.3K (-$55.6K)
Filed 2026-10-20
Taylor Financial Group, Inc.
UNCHANGED
Shares2,356 from 2,356
Change0 (0%)
Value$623.7K (+$25.4K)
Filed 2026-11-02
Holland Advisory Services, Inc.
DECREASED
Shares2,354 from 2,430
Change-76 (-3%)
Value$623.3K (+$6.1K)
Filed 2026-10-26
Manchester Financial Inc
UNCHANGED
Shares2,349 from 2,349
Change0 (0%)
Value$622.0K (+$25.3K)
Filed 2026-10-15
Wingate Wealth Advisors, Inc.
INCREASED
Shares2,333 from 1,788
Change+545 (+30%)
Value$617.7K (+$163.5K)
Filed 2026-10-26
Vawter Financial, Ltd.
UNCHANGED
Shares2,333 from 2,333
Change0 (0%)
Value$617.6K (+$25.1K)
Filed 2026-11-10
Powell Investment Advisors, LLC
UNCHANGED
Shares2,318 from 2,318
Change0 (0%)
Value$613.6K (+$25.0K)
Filed 2026-10-22
Artemis Wealth Advisors, LLC
INCREASED
Shares2,315 from 1,600
Change+715 (+45%)
Value$612.8K (+$206.4K)
Filed 2026-11-05
Capstone Wealth Management Group, LLC
DECREASED
Shares2,314 from 2,350
Change-36 (-2%)
Value$429.0K (-$167.9K)
Filed 2026-11-05
Hoey Investments, Inc
INCREASED
Shares2,312 from 2,250
Change+62 (+3%)
Value$612.1K (+$40.6K)
Filed 2026-10-29
Meridian Financial Advisors, LLC
INCREASED
Shares2,311 from 2,215
Change+96 (+4%)
Value$611.8K (+$49.3K)
Filed 2026-10-14
Transcendent Capital Group LLC
NEW
Shares2,304
Change+2,304
Value$610.1K
Filed 2026-10-28
USA Financial Formulas
NEW
Shares2,302
Change+2,302
Value$609.4K
Filed 2026-10-16
Forteris Wealth Management Inc.
DECREASED
Shares2,291 from 2,462
Change-171 (-7%)
Value$606.5K (-$18.8K)
Filed 2026-10-13
Grant Street Asset Management, Inc.
DECREASED
Shares2,290 from 2,540
Change-250 (-10%)
Value$606.3K (-$38.8K)
Filed 2026-10-26
KOM Wealth Management Group, LLC
DECREASED
Shares2,280 from 2,571
Change-291 (-11%)
Value$603.7K (-$49.2K)
Filed 2026-10-15
Adams Asset Advisors, LLC
UNCHANGED
Shares2,277 from 2,277
Change0 (0%)
Value$602.8K (+$24.5K)
Filed 2026-10-08
MFA Wealth Services
INCREASED
Shares2,276 from 2,247
Change+29 (+1%)
Value$602.5K (+$31.8K)
Filed 2026-10-14
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares2,273 from 2,096
Change+177 (+8%)
Value$601.7K (+$69.3K)
Filed 2026-10-29
Marin Bay Wealth Advisors, LLC
INCREASED
Shares2,271 from 2,266
Change+5 (+0%)
Value$601.4K (+$25.8K)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
DECREASED
Shares2,270 from 2,403
Change-133 (-6%)
Value$601.2K (-$9.3K)
Filed 2026-10-30
Kieckhefer Group LLC
UNCHANGED
Shares2,263 from 2,263
Change0 (0%)
Value$599.1K (+$24.4K)
Filed 2026-10-13
Sicart Associates LLC
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$577.6K (+$3.6K)
Filed 2026-10-29
Garrett Wealth Advisory Group, LLC
INCREASED
Shares2,257 from 2,241
Change+16 (+1%)
Value$597.5K (+$28.4K)
Filed 2026-10-22
Private Client Services, LLC
DECREASED
Shares2,256 from 2,290
Change-34 (-1%)
Value$597.2K (+$15.6K)
Filed 2026-10-02
TL Private Wealth
INCREASED
Shares2,256 from 2,253
Change+3 (+0%)
Value$595.1K (-$7.0K)
Filed 2026-10-13
Trinity Financial Advisors LLC
DECREASED
Shares2,252 from 2,311
Change-59 (-3%)
Value$596.2K (+$9.3K)
Filed 2026-10-09
Sonata Capital Group Inc
UNCHANGED
Shares2,243 from 2,243
Change0 (0%)
Value$593.8K (+$24.2K)
Filed 2026-10-19
Stronghold Wealth Management L.L.C.
DECREASED
Shares2,237 from 2,367
Change-130 (-5%)
Value$592.2K (-$8.9K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,236 from 8,301
Change-6,065 (-73%)
Value$591.9K (-$1.5M)
Filed 2026-10-14
Triton Wealth Management, Pllc
DECREASED
Shares2,234 from 2,357
Change-123 (-5%)
Value$602.3K (-$18.4K)
Filed 2026-11-04
Colorado Capital Management, Inc.
INCREASED
Shares2,231 from 2,177
Change+54 (+2%)
Value$591.0K (+$590.4K)
Filed 2026-10-15
Chung Wu Investment Group, LLC
NEW
Shares2,230
Change+2,230
Value$590.4K
Filed 2026-11-03
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$591.0K (+$24.0K)
Filed 2026-11-09
Omni 360 Wealth, Inc.
INCREASED
Shares2,227 from 2,084
Change+143 (+7%)
Value$589.6K (+$60.3K)
Filed 2026-10-13
Prosperitas Financial LLC
INCREASED
Shares2,224 from 2,167
Change+57 (+3%)
Value$588.7K (+$38.3K)
Filed 2026-10-28
Thompson Davis & Co., Inc.
DECREASED
Shares2,222 from 2,301
Change-79 (-3%)
Value$588.2K (+$3.9K)
Filed 2026-11-05
Fortis Group Advisors, LLC
INCREASED
Shares2,218 from 718
Change+1,500 (+209%)
Value$599.8K (+$417.3K)
Filed 2026-11-06
Saxony Capital Management, LLC
INCREASED
Shares2,216 from 1,989
Change+227 (+11%)
Value$586.8K (+$81.6K)
Filed 2026-10-15
Warner Financial, Inc
DECREASED
Shares2,216 from 2,217
Change-1 (0%)
Value$586.7K (+$23.6K)
Filed 2026-11-06
Aspire Private Capital, LLC
INCREASED
Shares2,212 from 932
Change+1,280 (+137%)
Value$585.6K (+$348.9K)
Filed 2026-11-05
Intelligence Driven Advisers, LLC
INCREASED
Shares2,210 from 2,018
Change+192 (+10%)
Value$585.1K (+$72.6K)
Filed 2026-10-09
Buck Wealth Strategies, LLC
INCREASED
Shares2,208 from 1,994
Change+214 (+11%)
Value$584.6K (+$78.3K)
Filed 2026-10-28
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares2,205 from 2,218
Change-13 (-1%)
Value$583.7K (+$20.4K)
Filed 2026-10-06
Armor Investment Advisors, LLC
DECREASED
Shares2,203 from 2,270
Change-67 (-3%)
Value$583.1K (+$6.5K)
Filed 2026-10-27
Cogent Private Wealth, Inc.
INCREASED
Shares2,203 from 2,164
Change+39 (+2%)
Value$583.2K (+$33.6K)
Filed 2026-11-06
Rodgers & Associates, LTD
DECREASED
Shares2,202 from 2,456
Change-254 (-10%)
Value$583.0K (-$40.8K)
Filed 2026-10-20
CMG Global Holdings, LLC
DECREASED
Shares2,200 from 2,282
Change-82 (-4%)
Value$582.4K (+$2.9K)
Filed 2026-10-14
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$582.4K (+$23.7K)
Filed 2026-10-29
RBA Wealth Management, LLC
INCREASED
Shares2,199 from 1,128
Change+1,071 (+95%)
Value$582.2K (+$295.7K)
Filed 2026-10-28
Fortitude Family Office, LLC
INCREASED
Shares2,198 from 1,844
Change+354 (+19%)
Value$581.9K (+$113.6K)
Filed 2026-10-14
Collective Family Office LLC
DECREASED
Shares2,190 from 2,238
Change-48 (-2%)
Value$579.8K (+$11.4K)
Filed 2026-10-05
Members Wealth LLC
INCREASED
Shares2,190 from 2,152
Change+38 (+2%)
Value$566.0K (+$19.5K)
Filed 2026-10-20
Essex Investment Management Co LLC
DECREASED
Shares2,189 from 2,382
Change-193 (-8%)
Value$579.5K (-$25.4K)
Filed 2026-10-19
Cooper S Advisors, LLC
INCREASED
Shares2,187 from 1,956
Change+231 (+12%)
Value$579.1K (+$82.2K)
Filed 2026-11-03
ETF Store, Inc.
INCREASED
Shares2,187 from 2,111
Change+76 (+4%)
Value$579.1K (+$43.0K)
Filed 2026-10-19
Strategent Financial, LLC
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$578.2K (+$23.5K)
Filed 2026-10-30
BlueChip Wealth Advisors LLC
DECREASED
Shares2,182 from 2,311
Change-129 (-6%)
Value$577.7K (-$9.3K)
Filed 2026-11-03
Renasant Bank
INCREASED
Shares2,179 from 2,156
Change+23 (+1%)
Value$576.9K (+$29.3K)
Filed 2026-11-05
Mount Vernon Associates Inc
DECREASED
Shares2,161 from 2,171
Change-10 (0%)
Value$572.0K (+$21.0K)
Filed 2026-10-26
Sara-Bay Financial
DECREASED
Shares2,160 from 2,307
Change-147 (-6%)
Value$571.8K (-$14.1K)
Filed 2026-10-21
Investment Planning Advisors, Inc.
INCREASED
Shares2,155 from 1,902
Change+253 (+13%)
Value$570.4K (+$87.2K)
Filed 2026-10-14
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares2,155 from 2,155
Change0 (0%)
Value$570.5K (+$23.2K)
Filed 2026-11-05
American Capital Advisory, LLC
DECREASED
Shares2,152 from 2,226
Change-74 (-3%)
Value$569.8K (+$4.4K)
Filed 2026-10-28
WBI Investments, LLC
NEW
Shares2,149
Change+2,149
Value$568.9K
Filed 2026-11-05
Shade Tree Advisors LLC
NEW
Shares2,148
Change+2,148
Value$568.8K
Filed 2026-10-22
Coyle Financial Counsel LLC
DECREASED
Shares2,146 from 2,230
Change-84 (-4%)
Value$568.1K (+$1.8K)
Filed 2026-10-28
Fonville Wealth Management LLC
INCREASED
Shares2,145 from 1,016
Change+1,129 (+111%)
Value$567.9K (+$309.8K)
Filed 2026-10-28
Holcombe Financial, Inc.
DECREASED
Shares2,144 from 2,230
Change-86 (-4%)
Value$567.7K (+$1.3K)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED
Shares2,138 from 2,138
Change0 (0%)
Value$566.0K (+$23.0K)
Filed 2026-11-03
Motive Wealth Advisors
INCREASED
Shares2,137 from 2,078
Change+59 (+3%)
Value$565.7K (+$38.0K)
Filed 2026-10-26
Gould Asset Management LLC
UNCHANGED
Shares2,137 from 2,137
Change0 (0%)
Value$565.9K (+$23.2K)
Filed 2026-11-06
Global Financial Private Client, LLC
INCREASED
Shares2,136 from 2,071
Change+65 (+3%)
Value$565.5K (+$39.5K)
Filed 2026-10-15
Manske Wealth Management
DECREASED
Shares2,135 from 2,186
Change-51 (-2%)
Value$565.3K (+$10.0K)
Filed 2026-10-26
Gallacher Capital Management LLC
INCREASED
Shares2,134 from 1,733
Change+401 (+23%)
Value$565.0K (+$124.8K)
Filed 2026-10-30
Atalanta Sosnoff Capital, LLC
DECREASED
Shares2,132 from 2,192
Change-60 (-3%)
Value$564.4K (+$7.7K)
Filed 2026-11-10
CFM Wealth Partners LLC
INCREASED
Shares2,127 from 2,047
Change+80 (+4%)
Value$563.1K (+$43.2K)
Filed 2026-11-05
Eagle Wealth Strategies LLC
INCREASED
Shares2,124 from 2,075
Change+49 (+2%)
Value$562.3K (+$35.3K)
Filed 2026-10-20
Atala Financial Inc
UNCHANGED
Shares2,122 from 2,122
Change0 (0%)
Value$561.8K (+$22.9K)
Filed 2026-10-22
Farrell Financial LLC
DECREASED
Shares2,121 from 2,127
Change-6 (0%)
Value$561.5K (+$21.3K)
Filed 2026-10-16
Balance Wealth Partners LLC
DECREASED
Shares2,120 from 2,393
Change-273 (-11%)
Value$561.2K (-$46.6K)
Filed 2026-10-27
Clearwave Capital, LLC
INCREASED
Shares2,105 from 1,965
Change+140 (+7%)
Value$557.3K (+$58.2K)
Filed 2026-10-27
Phillips Financial Management, LLC
DECREASED
Shares2,104 from 2,228
Change-124 (-6%)
Value$557.0K (-$8.8K)
Filed 2026-10-19
Watchman Group, Inc.
INCREASED
Shares2,099 from 1,968
Change+131 (+7%)
Value$555.7K (+$55.9K)
Filed 2026-10-16
Addison Advisors LLC
DECREASED
Shares2,097 from 2,109
Change-12 (-1%)
Value$555.2K (+$19.5K)
Filed 2026-11-06
First Financial Corp
UNCHANGED
Shares2,095 from 2,095
Change0 (0%)
Value$554.6K (+$22.6K)
Filed 2026-10-13
Strive Financial Group,LLC
INCREASED
Shares2,092 from 734
Change+1,358 (+185%)
Value$553.8K (+$367.5K)
Filed 2026-11-09
Wagner Wealth Management, Corp
DECREASED
Shares2,091 from 2,136
Change-45 (-2%)
Value$553.6K (+$11.1K)
Filed 2026-10-20
WealthPoint Financial, LLC
UNCHANGED
Shares2,091 from 2,091
Change0 (0%)
Value$553.5K (+$22.3K)
Filed 2026-11-03
Unify Financial Advisors
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$553.3K (+$22.5K)
Filed 2026-11-03
Meridian Wealth Partners, LLC
DECREASED
Shares2,088 from 3,306
Change-1,218 (-37%)
Value$552.8K (-$286.8K)
Filed 2026-11-09
Park Place Capital Corp
DECREASED
Shares2,087 from 2,250
Change-163 (-7%)
Value$552.5K (-$18.8K)
Filed 2026-11-09
Great Point Wealth Advisors, LLC
INCREASED
Shares2,085 from 1,937
Change+148 (+8%)
Value$552.0K (+$60.0K)
Filed 2026-10-15
Summit Wealth Group, LLC
INCREASED
Shares2,084 from 2,032
Change+52 (+3%)
Value$551.8K (+$35.7K)
Filed 2026-11-09
Virtue Asset Management LLC
DECREASED
Shares2,082 from 2,113
Change-31 (-1%)
Value$551.2K (+$14.6K)
Filed 2026-10-21
A4 Wealth Advisors LLC
INCREASED
Shares2,082 from 2,061
Change+21 (+1%)
Value$551.2K (+$27.8K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
INCREASED
Shares2,081 from 2,071
Change+10 (+0%)
Value$550.8K (+$24.8K)
Filed 2026-10-09
RED Lighthouse Investment Management, LLC
INCREASED
Shares2,080 from 2,073
Change+7 (+0%)
Value$550.7K (+$24.2K)
Filed 2026-11-02
Hidden Cove Wealth Management, LLC
INCREASED
Shares2,077 from 1,595
Change+482 (+30%)
Value$549.9K (+$144.8K)
Filed 2026-10-19
Fulcrum Wealth Advisors, LLC
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$549.6K (+$22.4K)
Filed 2026-10-16
Welch Financial Planning, LLC
UNCHANGED
Shares2,075 from 2,075
Change0 (0%)
Value$549.3K (+$22.3K)
Filed 2026-11-06
Hohimer Wealth Management, LLC
DECREASED
Shares2,074 from 2,398
Change-324 (-14%)
Value$549.0K (-$60.1K)
Filed 2026-11-04
World Equity Group, Inc.
DECREASED
Shares2,072 from 5,977
Change-3,905 (-65%)
Value$548.7K (-$969.5K)
Filed 2026-10-14
Skyline Advisors, Inc.
INCREASED
Shares2,072 from 1,969
Change+103 (+5%)
Value$548.6K (+$48.4K)
Filed 2026-11-03
Pecaut & Co.
DECREASED
Shares2,070 from 2,130
Change-60 (-3%)
Value$548.0K (+$7.1K)
Filed 2026-10-27
Ring Mountain Capital, LLC
INCREASED
Shares2,069 from 2,017
Change+52 (+3%)
Value$547.7K (+$35.5K)
Filed 2026-10-13
Lifestyle Asset Management, Inc.
INCREASED
Shares2,059 from 1,852
Change+207 (+11%)
Value$545.1K (+$74.8K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$544.9K (+$22.2K)
Filed 2026-10-23
Formulate Financial LLC
INCREASED
Shares2,054 from 1,463
Change+591 (+40%)
Value$543.8K (+$172.2K)
Filed 2026-11-09
St. Louis Trust Co
UNCHANGED
Shares2,051 from 2,051
Change0 (0%)
Value$543.0K (-$6.3M)
Filed 2026-11-03
Wavvest Wealth LLC
NEW
Shares2,049
Change+2,049
Value$542.4K
Filed 2026-10-21
Bell Investment Advisors, Inc
INCREASED
Shares2,038 from 1,468
Change+570 (+39%)
Value$539.5K (+$166.7K)
Filed 2026-10-29
Trust Investment Advisors
INCREASED
Shares2,038 from 1,667
Change+371 (+22%)
Value$539.4K (+$116.0K)
Filed 2026-10-20
Tortoise Investment Management, LLC
INCREASED
Shares2,034 from 1,890
Change+144 (+8%)
Value$538.5K (+$58.5K)
Filed 2026-11-06
Shayne & Jacobs, LLC
UNCHANGED
Shares2,033 from 2,033
Change0 (0%)
Value$538.2K (+$21.9K)
Filed 2026-10-21
Accordant Advisory Group Inc
UNCHANGED
Shares2,031 from 2,031
Change0 (0%)
Value$537.7K (+$21.9K)
Filed 2026-10-29
BNC Wealth Management, LLC
INCREASED
Shares2,030 from 2,029
Change+1 (+0%)
Value$537.4K (+$22.1K)
Filed 2026-10-19
Kercheville Advisors, LLC
NEW
Shares2,028
Change+2,028
Value$536.9K
Filed 2026-10-19
Sunbeam Capital Management, LLC
DECREASED
Shares2,025 from 2,475
Change-450 (-18%)
Value$536.1K (-$92.6K)
Filed 2026-11-05
Martel Wealth Advisors LLC
INCREASED
Shares2,024 from 2,023
Change+1 (+0%)
Value$535.7K (+$22.0K)
Filed 2026-10-14
Peoples Bank
DECREASED
Shares2,021 from 2,228
Change-207 (-9%)
Value$535.0K (-$30.8K)
Filed 2026-10-26
Eagle Wealth Advisors LLC
INCREASED
Shares2,013 from 1,872
Change+141 (+8%)
Value$532.9K (+$57.5K)
Filed 2026-10-20
Vaquero Private Wealth, LTD
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$533.0K (+$21.8K)
Filed 2026-10-27
LightSquare Wealth Management, LLC
INCREASED
Shares2,012 from 1,895
Change+117 (+6%)
Value$532.6K (+$51.3K)
Filed 2026-11-03
Financial Council, LLC
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$532.7K (+$21.8K)
Filed 2026-11-02
Burns Matteson Capital Management, LLC
DECREASED
Shares2,009 from 2,010
Change-1 (0%)
Value$531.9K (+$21.4K)
Filed 2026-10-16
Tillman Hartley LLC
INCREASED
Shares2,000 from 1,998
Change+2 (+0%)
Value$529.5K (+$21.9K)
Filed 2026-11-06
Lighthouse Financial LLC
UNCHANGED
Shares1,999 from 1,999
Change0 (0%)
Value$529.2K (+$21.5K)
Filed 2026-10-23
Plan Group Financial, LLC
INCREASED
Shares1,996 from 1,053
Change+943 (+90%)
Value$517.6K (+$250.0K)
Filed 2026-10-22
FDx Advisors, Inc.
DECREASED
Shares1,996 from 2,062
Change-66 (-3%)
Value$528.0K (+$4.0K)
Filed 2026-11-09
Sovereign Investment Advisors, LLC
INCREASED
Shares1,987 from 1,587
Change+400 (+25%)
Value$526.0K (+$123.0K)
Filed 2026-11-09
Great Waters Wealth Management
DECREASED
Shares1,987 from 2,173
Change-186 (-9%)
Value$526.1K (-$25.8K)
Filed 2026-10-07
Presper Financial Architects, LLC
INCREASED
Shares1,985 from 1,951
Change+34 (+2%)
Value$525.6K (+$30.0K)
Filed 2026-11-09
Midwest Financial Group LLC
INCREASED
Shares1,983 from 1,959
Change+24 (+1%)
Value$524.9K (+$27.3K)
Filed 2026-10-15
Genesis Private Wealth, LLC
INCREASED
Shares1,981 from 1,629
Change+352 (+22%)
Value$524.5K (+$110.7K)
Filed 2026-11-02
Ferguson Shapiro LLC
DECREASED
Shares1,979 from 2,010
Change-31 (-2%)
Value$523.9K (+$13.3K)
Filed 2026-10-16
AdviceOne Advisory Services, LLC
UNCHANGED
Shares1,979 from 1,979
Change0 (0%)
Value$524.0K (+$21.4K)
Filed 2026-10-19
Acorn Creek Capital LLC
DECREASED
Shares1,977 from 2,133
Change-156 (-7%)
Value$523.4K (-$18.4K)
Filed 2026-11-05
Stonekeep Investments, LLC
DECREASED
Shares1,974 from 1,999
Change-25 (-1%)
Value$522.6K (+$522.1K)
Filed 2026-10-15
Austin Wealth Management, LLC
INCREASED
Shares1,972 from 1,779
Change+193 (+11%)
Value$505.8K (+$55.6K)
Filed 2026-11-06
Post Resch Tallon Group Inc.
INCREASED
Shares1,969 from 1,968
Change+1 (+0%)
Value$521.1K (+$21.4K)
Filed 2026-10-09
Aurora Investment Managers, Llc.
UNCHANGED
Shares1,969 from 1,969
Change0 (0%)
Value$521.0K (+$520.5K)
Filed 2026-10-15
Leslie Global Wealth, LLC
INCREASED
Shares1,968 from 1,958
Change+10 (+1%)
Value$520.9K (+$23.7K)
Filed 2026-10-26
Corps Capital Advisors, LLC
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$521.1K (+$21.2K)
Filed 2026-11-05
Ackerman Capital Advisors, LLC
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$520.5K (+$21.2K)
Filed 2026-10-30
Smith Partners Wealth Management, LLC
INCREASED
Shares1,963 from 1,533
Change+430 (+28%)
Value$519.6K (+$130.3K)
Filed 2026-11-05
Councilor Wealth, LLC
DECREASED
Shares1,963 from 2,317
Change-354 (-15%)
Value$519.9K (-$68.6K)
Filed 2026-10-09
Birchwood Financial Partners, Inc.
UNCHANGED
Shares1,963 from 1,963
Change0 (0%)
Value$519.7K (+$21.1K)
Filed 2026-11-02
MBE Wealth Management, LLC
INCREASED
Shares1,958 from 1,744
Change+214 (+12%)
Value$518.3K (+$75.4K)
Filed 2026-10-26
Adelphi Trust Co
INCREASED
Shares1,950 from 1,855
Change+95 (+5%)
Value$516.2K (+$45.1K)
Filed 2026-10-05
Praetorian Wealth Management, Inc.
DECREASED
Shares1,946 from 1,947
Change-1 (0%)
Value$515.2K (+$20.7K)
Filed 2026-10-16
Watershed Private Wealth LLC
INCREASED
Shares1,945 from 1,047
Change+898 (+86%)
Value$514.9K (+$249.0K)
Filed 2026-10-30
Lakeshore Financial Planning, Inc.
DECREASED
Shares1,944 from 1,955
Change-11 (-1%)
Value$514.6K (+$17.9K)
Filed 2026-10-13
Robinswood Financial LLC
DECREASED
Shares1,943 from 2,035
Change-92 (-5%)
Value$493.0K (-$24.0K)
Filed 2026-10-20
Cherrydale Wealth Management, LLC
UNCHANGED
Shares1,941 from 1,941
Change0 (0%)
Value$514.1K (+$21.1K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
INCREASED
Shares1,940 from 1,718
Change+222 (+13%)
Value$513.7K (+$77.3K)
Filed 2026-11-05
Financial Symmetry Inc
DECREASED
Shares1,933 from 1,972
Change-39 (-2%)
Value$511.6K (+$10.8K)
Filed 2026-10-06
Provident Wealth Management, LLC
DECREASED
Shares1,930 from 2,860
Change-930 (-33%)
Value$510.9K (-$215.4K)
Filed 2026-10-20
Bryant Woods Investment Advisors, LLC
DECREASED
Shares1,928 from 2,035
Change-107 (-5%)
Value$510.5K (-$6.3K)
Filed 2026-10-26
Smart Wealth LLC
INCREASED
Shares1,927 from 1,664
Change+263 (+16%)
Value$510.3K (+$87.6K)
Filed 2026-11-04
Tiller Private Wealth, Inc.
UNCHANGED
Shares1,927 from 1,927
Change0 (0%)
Value$510.2K (+$20.8K)
Filed 2026-10-26
Cercano Management LLC
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$509.6K (+$20.7K)
Filed 2026-11-10
Fairfield Financial Advisors, LTD
INCREASED
Shares1,924 from 1,562
Change+362 (+23%)
Value$509.3K (+$112.7K)
Filed 2026-10-14
GatePass Capital, LLC
INCREASED
Shares1,923 from 1,067
Change+856 (+80%)
Value$509.1K (+$238.1K)
Filed 2026-11-09
MinichMacGregor Wealth Management, LLC
INCREASED
Shares1,921 from 1,919
Change+2 (+0%)
Value$508.7K (+$21.2K)
Filed 2026-10-14
Prospect Financial Group LLC
DECREASED
Shares1,918 from 2,344
Change-426 (-18%)
Value$507.8K (-$87.5K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares1,917 from 1,635
Change+282 (+17%)
Value$507.6K (+$92.4K)
Filed 2026-10-19
Orca Wealth Management, LLC
INCREASED
Shares1,914 from 1,856
Change+58 (+3%)
Value$506.8K (+$35.5K)
Filed 2026-10-14
Claris Advisors, LLC / MO /
UNCHANGED
Shares1,914 from 1,914
Change0 (0%)
Value$506.7K (+$20.6K)
Filed 2026-11-10
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED
Shares1,913 from 1,893
Change+20 (+1%)
Value$506.4K (+$25.7K)
Filed 2026-10-27
Wilkins Miller Wealth Management, LLC
DECREASED
Shares1,912 from 1,964
Change-52 (-3%)
Value$506.2K (+$7.5K)
Filed 2026-10-13
Northwest Financial Advisors
DECREASED
Shares1,911 from 1,964
Change-53 (-3%)
Value$505.9K (+$7.1K)
Filed 2026-10-27
First Hawaiian Bank
INCREASED
Shares1,907 from 1,822
Change+85 (+5%)
Value$504.9K (+$42.1K)
Filed 2026-10-14
Flagstone Financial Management
UNCHANGED
Shares1,906 from 1,906
Change0 (0%)
Value$504.6K (+$20.5K)
Filed 2026-11-05
Legal Advantage Investments, Inc.
DECREASED
Shares1,900 from 2,282
Change-382 (-17%)
Value$503.0K (-$76.6K)
Filed 2026-10-13
Shikiar Asset Management Inc
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$503.0K (+$20.0K)
Filed 2026-10-20
Sage Capital Management, LLC
UNCHANGED
Shares1,895 from 1,895
Change0 (0%)
Value$502.2K (+$20.6K)
Filed 2026-10-20
KWB Wealth
DECREASED
Shares1,887 from 1,907
Change-20 (-1%)
Value$499.6K (+$15.2K)
Filed 2026-10-16
Arkansas Financial Group, Inc.
UNCHANGED
Shares1,882 from 1,882
Change0 (0%)
Value$498.2K (+$20.3K)
Filed 2026-10-26
Philadelphia Investment Partners, LLC
UNCHANGED
Shares1,882 from 1,882
Change0 (0%)
Value$493.2K ($0)
Filed 2026-11-09
Nicholas Wealth, Llc.
INCREASED
Shares1,877 from 1,000
Change+877 (+88%)
Value$497.0K (+$243.0K)
Filed 2026-10-26
Hiley Hunt Wealth Management
INCREASED
Shares1,870 from 1,866
Change+4 (+0%)
Value$495.0K (+$21.2K)
Filed 2026-10-08
FreeGulliver LLC
INCREASED
Shares1,868 from 1,721
Change+147 (+9%)
Value$494.5K (+$57.5K)
Filed 2026-11-10
Pacific Center for Financial Services
INCREASED
Shares1,868 from 1,866
Change+2 (+0%)
Value$494.6K (+$20.6K)
Filed 2026-10-15
Schwartz Investment Counsel Inc
DECREASED
Shares1,863 from 1,963
Change-100 (-5%)
Value$493.2K (-$5.3K)
Filed 2026-10-26
RM Financial Services, LLC
INCREASED
Shares1,860 from 1,854
Change+6 (+0%)
Value$492.4K (+$21.6K)
Filed 2026-11-03
Conestoga Capital Advisors, LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$492.4K (+$20.0K)
Filed 2026-11-02
Code Waechter LLC
DECREASED
Shares1,859 from 2,607
Change-748 (-29%)
Value$492.2K (-$169.9K)
Filed 2026-10-23
Dala Group, LLC
INCREASED
Shares1,859 from 1,829
Change+30 (+2%)
Value$492.2K (+$27.7K)
Filed 2026-10-29
Godsey & Gibb, Inc
INCREASED
Shares1,858 from 1,854
Change+4 (+0%)
Value$492.0K (+$21.2K)
Filed 2026-10-14
Southern Capital Advisors, LLC
INCREASED
Shares1,857 from 1,851
Change+6 (+0%)
Value$491.7K (+$21.6K)
Filed 2026-10-26
Presilium Private Wealth, LLC
NEW
Shares1,856
Change+1,856
Value$491.4K
Filed 2026-10-26
Hager Investment Management Services, LLC
DECREASED
Shares1,856 from 1,877
Change-21 (-1%)
Value$491.4K (+$14.7K)
Filed 2026-11-04
Voisard Asset Management Group, Inc.
INCREASED
Shares1,855 from 1,795
Change+60 (+3%)
Value$491.1K (+$35.2K)
Filed 2026-10-13
Piedmont Capital Management, LLC
INCREASED
Shares1,855 from 1,848
Change+7 (+0%)
Value$491.1K (+$21.8K)
Filed 2026-10-21
MRA Advisory Group
INCREASED
Shares1,850 from 1,849
Change+1 (+0%)
Value$489.7K (+$20.1K)
Filed 2026-10-07
Ares Financial Consulting, LLC
INCREASED
Shares1,848 from 1,799
Change+49 (+3%)
Value$489.3K (+$32.5K)
Filed 2026-10-19
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares1,847 from 1,847
Change0 (0%)
Value$489.0K (+$19.9K)
Filed 2026-10-07
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares1,846 from 1,823
Change+23 (+1%)
Value$488.8K (+$25.7K)
Filed 2026-10-16
Peck Wealth Management, LLC
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$488.2K (+$19.9K)
Filed 2026-10-29
4J Wealth Management LLC
UNCHANGED
Shares1,843 from 1,843
Change0 (0%)
Value$487.9K (+$19.8K)
Filed 2026-11-02
Chaney Capital Management, Inc.
INCREASED
Shares1,842 from 1,841
Change+1 (+0%)
Value$487.7K (+$20.2K)
Filed 2026-11-09
Highland Financial Advisors, LLC
INCREASED
Shares1,840 from 1,726
Change+114 (+7%)
Value$487.0K (+$48.8K)
Filed 2026-10-19
Center For Asset Management LLC
INCREASED
Shares1,839 from 1,361
Change+478 (+35%)
Value$486.8K (+$141.0K)
Filed 2026-10-16
Matisse Capital
UNCHANGED
Shares1,839 from 1,839
Change0 (0%)
Value$486.9K (+$19.8K)
Filed 2026-10-29
Ballew Advisors, Inc
UNCHANGED
Shares1,837 from 1,837
Change0 (0%)
Value$470.4K (-$12.7K)
Filed 2026-10-05
Commons Capital, LLC
INCREASED
Shares1,834 from 1,832
Change+2 (+0%)
Value$485.6K (+$20.2K)
Filed 2026-11-05
BOS Asset Management, LLC
DECREASED
Shares1,831 from 1,864
Change-33 (-2%)
Value$484.7K (+$11.3K)
Filed 2026-10-09
True Wealth Design, LLC
DECREASED
Shares1,827 from 1,984
Change-157 (-8%)
Value$483.7K (-$20.2K)
Filed 2026-10-13
IFS Advisors, LLC
INCREASED
Shares1,825 from 72
Change+1,753 (+2435%)
Value$483.2K (+$464.9K)
Filed 2026-10-14
Academy Capital Management
UNCHANGED
Shares1,823 from 1,823
Change0 (0%)
Value$482.6K (+$19.6K)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
NEW
Shares1,821
Change+1,821
Value$482.0K
Filed 2026-10-13
Peterson Wealth Management
INCREASED
Shares1,819 from 280
Change+1,539 (+550%)
Value$481.7K (+$410.6K)
Filed 2026-11-06
Corepath Wealth Partners LLC
DECREASED
Shares1,819 from 1,939
Change-120 (-6%)
Value$470.1K (-$40.6K)
Filed 2026-10-21
Values Added Financial LLC
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$480.5K (+$19.5K)
Filed 2026-10-28
Parkway Wealth Management Group, LLC
INCREASED
Shares1,814 from 1,759
Change+55 (+3%)
Value$480.1K (+$33.5K)
Filed 2026-10-20
Wharton Business Group, LLC
UNCHANGED
Shares1,813 from 1,813
Change0 (0%)
Value$480.0K (+$19.5K)
Filed 2026-11-09
Proathlete Wealth Management LLC
INCREASED
Shares1,811 from 1,309
Change+502 (+38%)
Value$479.8K (+$147.0K)
Filed 2026-10-15
Shore Point Advisors, LLC
INCREASED
Shares1,811 from 1,809
Change+2 (+0%)
Value$479.7K (+$20.2K)
Filed 2026-10-14
Etesian Wealth Advisors, Inc.
DECREASED
Shares1,806 from 2,351
Change-545 (-23%)
Value$478.1K (-$119.0K)
Filed 2026-10-27
Breachway Investments LLC
INCREASED
Shares1,802 from 1,702
Change+100 (+6%)
Value$477.1K (+$44.8K)
Filed 2026-10-19
Malaga Cove Capital, LLC
UNCHANGED
Shares1,801 from 1,801
Change0 (0%)
Value$476.8K (+$19.4K)
Filed 2026-10-23
Sage Financial Group Inc
UNCHANGED
Shares1,798 from 1,798
Change0 (0%)
Value$476.0K (+$19.4K)
Filed 2026-10-27
Tableaux LLC
INCREASED
Shares1,797 from 1,505
Change+292 (+19%)
Value$475.7K (+$93.5K)
Filed 2026-10-23
TPG Advisors LLC
INCREASED
Shares1,794 from 1,791
Change+3 (+0%)
Value$475.0K (+$20.1K)
Filed 2026-10-16
Fortress Financial Solutions, LLC
NEW
Shares1,793
Change+1,793
Value$474.7K
Filed 2026-10-14
Whelan Financial
INCREASED
Shares1,789 from 1,295
Change+494 (+38%)
Value$473.7K (+$144.8K)
Filed 2026-10-28
Traub Capital Management LLC
DECREASED
Shares1,785 from 1,885
Change-100 (-5%)
Value$472.4K (-$6.2K)
Filed 2026-11-09
Princeton Capital Management LLC
DECREASED
Shares1,782 from 1,802
Change-20 (-1%)
Value$471.8K (+$14.1K)
Filed 2026-10-27
Uptown Financial Advisors LLC
DECREASED
Shares1,778 from 1,837
Change-59 (-3%)
Value$470.7K (+$4.2K)
Filed 2026-10-15
Blackston Financial Advisory Group, LLC
DECREASED
Shares1,774 from 1,783
Change-9 (0%)
Value$469.5K (+$16.8K)
Filed 2026-11-04
TruNorth Capital Management, LLC
INCREASED
Shares1,768 from 1,502
Change+266 (+18%)
Value$468.1K (+$86.6K)
Filed 2026-10-14
Wolverine Asset Management LLC
NEW
Shares1,767
Change+1,767
Value$467.8K
Filed 2026-11-02
Altus Wealth Group LLC
DECREASED
Shares1,766 from 1,824
Change-58 (-3%)
Value$467.5K (+$4.4K)
Filed 2026-10-20
National Wealth Management Group, LLC
INCREASED
Shares1,758 from 1,723
Change+35 (+2%)
Value$465.3K (+$27.6K)
Filed 2026-10-26
Mullooly Asset Management, Inc.
INCREASED
Shares1,757 from 1,756
Change+1 (+0%)
Value$465.1K (+$19.1K)
Filed 2026-10-30
Cedarwood Wealth LLC
DECREASED
Shares1,750 from 1,755
Change-5 (0%)
Value$463.2K (+$17.6K)
Filed 2026-11-09
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,749 from 1,749
Change0 (0%)
Value$444.1K ($0)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$461.4K (+$18.8K)
Filed 2026-10-19
Innovative Wealth Building LLC
INCREASED
Shares1,742 from 1,586
Change+156 (+10%)
Value$461.2K (+$58.4K)
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
DECREASED
Shares1,742 from 1,762
Change-20 (-1%)
Value$461.2K (+$13.9K)
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,741 from 1,730
Change+11 (+1%)
Value$461.0K (+$21.5K)
Filed 2026-11-02
ETF Portfolio Partners, Inc.
UNCHANGED
Shares1,741 from 1,741
Change0 (0%)
Value$460.9K (+$18.8K)
Filed 2026-10-22
Stillwater Wealth Management Group
INCREASED
Shares1,739 from 1,734
Change+5 (+0%)
Value$460.4K (+$20.0K)
Filed 2026-10-21
MBM Wealth Consultants, LLC
DECREASED
Shares1,738 from 1,842
Change-104 (-6%)
Value$460.1K (-$7.7K)
Filed 2026-10-20
Guerra PAN Advisors, LLC
INCREASED
Shares1,738 from 1,712
Change+26 (+2%)
Value$441.1K (+$6.3K)
Filed 2026-10-26
Avion Wealth
INCREASED
Shares1,729 from 1,663
Change+66 (+4%)
Value$457.0K (+$35.0K)
Filed 2026-11-04
Miller Financial Services LLC
INCREASED
Shares1,729 from 1,699
Change+30 (+2%)
Value$457.7K (+$26.2K)
Filed 2026-10-20
SeedSafe Financial LLC
INCREASED
Shares1,728 from 1,219
Change+509 (+42%)
Value$457.5K (+$147.9K)
Filed 2026-11-02
Tsfg, LLC
DECREASED
Shares1,724 from 2,996
Change-1,272 (-42%)
Value$456.0K (-$305.0K)
Filed 2026-10-23
Sagace Wealth Management LLC
DECREASED
Shares1,720 from 1,875
Change-155 (-8%)
Value$455.4K (-$20.8K)
Filed 2026-10-28
Washington Growth Strategies LLC
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$454.3K (+$18.5K)
Filed 2026-10-19
Gerber, LLC
INCREASED
Shares1,715 from 1,713
Change+2 (+0%)
Value$453.9K (+$18.8K)
Filed 2026-10-21
IMZ Advisory Inc
DECREASED
Shares1,707 from 1,782
Change-75 (-4%)
Value$451.8K (-$649)
Filed 2026-11-03
Fidelis iM, LLC
INCREASED
Shares1,705 from 1,699
Change+6 (+0%)
Value$451.4K (+$20.0K)
Filed 2026-10-16
North Point Portfolio Managers Corp
DECREASED
Shares1,702 from 1,703
Change-1 (0%)
Value$450.6K (+$18.1K)
Filed 2026-10-07
KRS Capital Management, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$450.1K (+$18.3K)
Filed 2026-10-16
Stirlingshire Investments, Inc.
DECREASED
Shares1,699 from 1,998
Change-299 (-15%)
Value$450.0K (-$57.4K)
Filed 2026-11-05
Solutions 4 Wealth, Ltd
INCREASED
Shares1,699 from 1,641
Change+58 (+4%)
Value$449.8K (+$33.0K)
Filed 2026-11-03
Beacon Financial Strategies Corp
DECREASED
Shares1,698 from 1,704
Change-6 (0%)
Value$449.5K (+$16.8K)
Filed 2026-10-14
Stiles Financial Services Inc
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$449.2K (+$18.3K)
Filed 2026-10-30
Dedeker Financial LLC
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$449.2K (+$18.3K)
Filed 2026-10-23
KFG LLC
NEW
Shares1,696
Change+1,696
Value$449.0K
Filed 2026-11-02
Hoge Financial Services, LLC
INCREASED
Shares1,696 from 1,683
Change+13 (+1%)
Value$449.1K (+$21.7K)
Filed 2026-11-05
Cetera Trust Company, N.a
UNCHANGED
Shares1,694 from 1,694
Change0 (0%)
Value$448.5K (+$18.2K)
Filed 2026-11-09
Marion Wealth Management
INCREASED
Shares1,688 from 1,681
Change+7 (+0%)
Value$446.8K (+$19.9K)
Filed 2026-10-22
Auour Investments LLC
UNCHANGED
Shares1,682 from 1,682
Change0 (0%)
Value$445.3K (+$18.1K)
Filed 2026-10-28
TSA Wealth Managment LLC
INCREASED
Shares1,678 from 1,511
Change+167 (+11%)
Value$444.2K (+$60.5K)
Filed 2026-10-22
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares1,677 from 1,404
Change+273 (+19%)
Value$444.0K (+$87.4K)
Filed 2026-11-06
Master's Wealth Management Inc.
INCREASED
Shares1,674 from 1,611
Change+63 (+4%)
Value$443.2K (+$34.0K)
Filed 2026-10-22
Berkshire Money Management, Inc.
NEW
Shares1,673
Change+1,673
Value$442.9K
Filed 2026-10-21
Blue Zone Wealth Advisors, LLC
INCREASED
Shares1,671 from 1,620
Change+51 (+3%)
Value$442.4K (+$31.0K)
Filed 2026-10-19
Montz Harcus Wealth Management LLC
INCREASED
Shares1,668 from 1,653
Change+15 (+1%)
Value$441.6K (+$21.7K)
Filed 2026-10-09
Barnes Wealth Management Group, Inc
DECREASED
Shares1,662 from 1,784
Change-122 (-7%)
Value$440.0K (-$13.3K)
Filed 2026-11-09
Tower View Wealth Management LLC
INCREASED
Shares1,660 from 951
Change+709 (+75%)
Value$439.5K (+$197.9K)
Filed 2026-10-23
SilverOak Wealth Management LLC
INCREASED
Shares1,660 from 1,656
Change+4 (+0%)
Value$439.3K (+$18.8K)
Filed 2026-10-29
Advisory Advocates, LLC
DECREASED
Shares1,658 from 1,825
Change-167 (-9%)
Value$439.0K (-$24.6K)
Filed 2026-11-05
Echo45 Advisors LLC
INCREASED
Shares1,654 from 1,403
Change+251 (+18%)
Value$437.8K (+$81.4K)
Filed 2026-10-07
Athena Wealth Management, LLC
INCREASED
Shares1,654 from 1,647
Change+7 (+0%)
Value$437.8K (+$19.6K)
Filed 2026-10-09
Barings LLC
INCREASED
Shares1,651 from 1,094
Change+557 (+51%)
Value$437.1K (+$159.2K)
Filed 2026-10-22
Investment Insight Wealth Management, LLC
DECREASED
Shares1,651 from 1,668
Change-17 (-1%)
Value$437.0K (+$13.3K)
Filed 2026-10-30
Nestegg Advisors, Inc.
DECREASED
Shares1,650 from 1,651
Change-1 (0%)
Value$436.8K (+$17.5K)
Filed 2026-10-21
AWM Capital, LLC
DECREASED
Shares1,650 from 1,651
Change-1 (0%)
Value$436.9K (+$17.6K)
Filed 2026-10-16
White Pine Investment Co
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$437.0K (+$18.0K)
Filed 2026-10-15
Quantum Financial Partners LLC
DECREASED
Shares1,649 from 2,217
Change-568 (-26%)
Value$436.6K (-$126.3K)
Filed 2026-10-19
Dogwood Wealth Management LLC
INCREASED
Shares1,646 from 1,639
Change+7 (+0%)
Value$435.7K (+$19.4K)
Filed 2026-11-09
Vilga Financial Planning LLC
INCREASED
Shares1,645 from 1,544
Change+101 (+7%)
Value$435.5K (+$43.4K)
Filed 2026-10-09
Sard Wealth Management Group, LLC
INCREASED
Shares1,640 from 1,527
Change+113 (+7%)
Value$434.2K (+$46.3K)
Filed 2026-10-16
Koss-Olinger Consulting, LLC
DECREASED
Shares1,640 from 1,649
Change-9 (-1%)
Value$434.2K (+$15.4K)
Filed 2026-11-10
BCV Asset Management Inc.
DECREASED
Shares1,629 from 1,699
Change-70 (-4%)
Value$433.0K (-$7.1K)
Filed 2026-11-06
Retirement Investment Advisors, Inc.
DECREASED
Shares1,629 from 1,661
Change-32 (-2%)
Value$431.3K (+$3.1K)
Filed 2026-10-22
Veery Capital, LLC
DECREASED
Shares1,624 from 1,691
Change-67 (-4%)
Value$429.9K (+$475)
Filed 2026-10-07
Matrix Asset Advisors Inc
UNCHANGED
Shares1,622 from 1,622
Change0 (0%)
Value$429.4K (+$17.5K)
Filed 2026-10-13
Keystone Financial Group, Inc.
INCREASED
Shares1,615 from 1,609
Change+6 (+0%)
Value$427.4K (+$18.7K)
Filed 2026-10-13
Walsh & Associates, LLC
UNCHANGED
Shares1,615 from 1,615
Change0 (0%)
Value$427.6K (+$17.4K)
Filed 2026-11-09
Armbruster Capital Management, Inc.
UNCHANGED
Shares1,613 from 1,613
Change0 (0%)
Value$427.0K (+$17.4K)
Filed 2026-10-19
Sierra Ocean, LLC
DECREASED
Shares1,610 from 1,653
Change-43 (-3%)
Value$426.2K (+$6.4K)
Filed 2026-11-03
Asset Allocation & Management Company, LLC
UNCHANGED
Shares1,606 from 1,606
Change0 (0%)
Value$425.0K (+$424.6K)
Filed 2026-10-13
Selby Wealth Management, LLC
UNCHANGED
Shares1,605 from 1,605
Change0 (0%)
Value$424.9K (+$17.3K)
Filed 2026-10-16
Cdkv Holdings LLC
UNCHANGED
Shares1,597 from 1,597
Change0 (0%)
Value$422.7K (+$17.2K)
Filed 2026-10-28
MFG Investments, LLC
NEW
Shares1,594
Change+1,594
Value$421.9K
Filed 2026-10-30
Altiora Financial Group, LLC
UNCHANGED
Shares1,593 from 1,593
Change0 (0%)
Value$421.8K (+$17.2K)
Filed 2026-11-04
SC&H Financial Advisors, Inc.
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$418.4K (+$17.2K)
Filed 2026-10-14
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$418.3K (+$17.0K)
Filed 2026-11-09
L.K. Benson & Company, P.C.
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$417.5K (+$17.0K)
Filed 2026-10-23
Stonehearth Capital Management, LLC
DECREASED
Shares1,575 from 1,920
Change-345 (-18%)
Value$416.8K (-$70.7K)
Filed 2026-10-13
Aerodigm Wealth, LLC
INCREASED
Shares1,574 from 1,566
Change+8 (+1%)
Value$416.7K (+$18.8K)
Filed 2026-10-16
ADE, LLC
INCREASED
Shares1,572 from 1,544
Change+28 (+2%)
Value$416.3K (+$24.0K)
Filed 2026-10-29
Optima Capital LLC
DECREASED
Shares1,571 from 1,666
Change-95 (-6%)
Value$415.9K (-$7.1K)
Filed 2026-10-29
AAF Wealth Management, LLC
DECREASED
Shares1,565 from 1,754
Change-189 (-11%)
Value$414.2K (-$31.2K)
Filed 2026-10-28
Bensler, LLC
DECREASED
Shares1,561 from 1,581
Change-20 (-1%)
Value$413.3K (+$11.8K)
Filed 2026-11-05
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,554 from 1,211
Change+343 (+28%)
Value$411.4K (+$103.8K)
Filed 2026-10-20
AlphaCentric Advisors LLC
INCREASED
Shares1,549 from 1,391
Change+158 (+11%)
Value$410.1K (+$56.8K)
Filed 2026-11-03
Integrated Wealth Management
INCREASED
Shares1,549 from 1,476
Change+73 (+5%)
Value$410.0K (+$35.1K)
Filed 2026-10-19
LVZ, Inc.
INCREASED
Shares1,542 from 1,540
Change+2 (+0%)
Value$408.2K (+$17.1K)
Filed 2026-10-20
William Mack & Associates, Inc.
INCREASED
Shares1,540 from 1,468
Change+72 (+5%)
Value$407.7K (+$34.9K)
Filed 2026-10-27
Hoya Capital Real Estate, LLC
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$407.7K (+$16.6K)
Filed 2026-11-09
TradeWell Securities, Llc.
INCREASED
Shares1,537 from 1,531
Change+6 (+0%)
Value$407.0K (+$18.1K)
Filed 2026-10-21
Invenio Wealth Partners LLC
DECREASED
Shares1,536 from 1,548
Change-12 (-1%)
Value$406.6K (+$13.5K)
Filed 2026-10-20
Oath Planning, LLC
INCREASED
Shares1,535 from 1,267
Change+268 (+21%)
Value$406.6K (+$84.8K)
Filed 2026-10-20
Rational Advisors, Inc.
NEW
Shares1,534
Change+1,534
Value$406.1K
Filed 2026-11-02
North Capital, Inc.
DECREASED
Shares1,529 from 1,554
Change-25 (-2%)
Value$380.1K (-$14.6K)
Filed 2026-10-16
Lexington Hill Partners, LLC
INCREASED
Shares1,528 from 1,237
Change+291 (+24%)
Value$404.6K (+$90.6K)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
DECREASED
Shares1,520 from 1,576
Change-56 (-4%)
Value$402.6K (+$2.4K)
Filed 2026-11-02
CV Advisors LLC
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$399.8K (+$16.3K)
Filed 2026-10-13
Red Mountain Financial, LLC
UNCHANGED
Shares1,509 from 1,509
Change0 (0%)
Value$399.6K (+$16.3K)
Filed 2026-11-03
Econ Financial Services Corp
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$397.4K (+$16.3K)
Filed 2026-10-19
Maryland Capital Advisors Inc.
INCREASED
Shares1,498 from 1,448
Change+50 (+3%)
Value$396.6K (+$28.8K)
Filed 2026-10-15
Seed Wealth Management, Inc.
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$395.3K (+$16.1K)
Filed 2026-10-20
Cortland Associates Inc
INCREASED
Shares1,491 from 1,490
Change+1 (+0%)
Value$395.0K (+$17.0K)
Filed 2026-10-29
Woodward Financial Advisors, Inc.
INCREASED
Shares1,490 from 1,447
Change+43 (+3%)
Value$394.5K (+$27.0K)
Filed 2026-10-19
Sound Financial Strategies Group, LLC
INCREASED
Shares1,488 from 1,310
Change+178 (+14%)
Value$393.9K (+$61.2K)
Filed 2026-10-30
Certior Financial Group, LLC
INCREASED
Shares1,481 from 1,471
Change+10 (+1%)
Value$392.1K (+$18.5K)
Filed 2026-10-19
MN Wealth Advisors, LLC
INCREASED
Shares1,475 from 1,453
Change+22 (+2%)
Value$390.7K (+$21.6K)
Filed 2026-10-23
Idaho Trust Co
INCREASED
Shares1,474 from 1,457
Change+17 (+1%)
Value$390.2K (+$20.2K)
Filed 2026-11-04
JAG Capital Management, LLC
UNCHANGED
Shares1,472 from 1,472
Change0 (0%)
Value$389.8K (+$15.9K)
Filed 2026-11-06
Bullock Wealth Management Group
INCREASED
Shares1,470 from 1,467
Change+3 (+0%)
Value$380.3K (+$7.6K)
Filed 2026-10-09
WMG Financial Advisors, LLC
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$373.3K ($0)
Filed 2026-10-28
Ashurst Perkins Coie Trust Co
INCREASED
Shares1,469 from 1,451
Change+18 (+1%)
Value$388.9K (+$20.4K)
Filed 2026-10-15
Legacy Financial Group, Inc.
INCREASED
Shares1,463 from 1,337
Change+126 (+9%)
Value$387.3K (+$47.8K)
Filed 2026-10-21
Kagan Cocozza Asset Management
DECREASED
Shares1,462 from 1,582
Change-120 (-8%)
Value$387.0K (-$14.7K)
Filed 2026-10-19
Hoese & Co LLP
DECREASED
Shares1,455 from 1,611
Change-156 (-10%)
Value$385.2K (-$24.0K)
Filed 2026-10-21
Nikulski Financial, Inc.
DECREASED
Shares1,454 from 1,472
Change-18 (-1%)
Value$384.8K (+$11.1K)
Filed 2026-11-06
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares1,453 from 1,153
Change+300 (+26%)
Value$384.7K (+$91.8K)
Filed 2026-10-16
Evolution Wealth Management Inc.
INCREASED
Shares1,453 from 1,188
Change+265 (+22%)
Value$384.7K (+$83.0K)
Filed 2026-10-28
R. W. Roge & Company, Inc.
DECREASED
Shares1,453 from 1,455
Change-2 (0%)
Value$385.0K (+$16.0K)
Filed 2026-11-04
Sterling Investment Management, LLC
UNCHANGED
Shares1,453 from 1,453
Change0 (0%)
Value$384.7K (+$15.6K)
Filed 2026-10-16
WealthSpring Partners, LLC
UNCHANGED
Shares1,453 from 1,453
Change0 (0%)
Value$384.7K (+$15.6K)
Filed 2026-10-14
Brickley Wealth Management
INCREASED
Shares1,448 from 1,403
Change+45 (+3%)
Value$383.3K (+$27.0K)
Filed 2026-11-04
Main Street Group, LTD
DECREASED
Shares1,440 from 3,455
Change-2,015 (-58%)
Value$381.3K (-$496.2K)
Filed 2026-10-28
Horizon Financial Services, LLC
DECREASED
Shares1,434 from 1,651
Change-217 (-13%)
Value$379.6K (-$39.7K)
Filed 2026-11-04
Wolff Financial Management LLC
DECREASED
Shares1,434 from 1,454
Change-20 (-1%)
Value$379.8K (+$10.4K)
Filed 2026-10-23
Melfa Wealth Management, Inc.
INCREASED
Shares1,432 from 1,068
Change+364 (+34%)
Value$379.2K (+$107.9K)
Filed 2026-11-06
Dakota Community Bank & Trust NA
UNCHANGED
Shares1,431 from 1,431
Change0 (0%)
Value$378.8K (+$15.4K)
Filed 2026-10-09
Wheelhouse Advisory Group LLC
DECREASED
Shares1,428 from 3,608
Change-2,180 (-60%)
Value$377.9K (-$538.3K)
Filed 2026-10-20
Alaska Wealth Advisors, LLC
NEW
Shares1,427
Change+1,427
Value$377.7K
Filed 2026-11-09
Lord & Richards Wealth Management, LLC
NEW
Shares1,421
Change+1,421
Value$376.2K
Filed 2026-10-14
Ulland Investment Advisors, LLC
DECREASED
Shares1,420 from 1,481
Change-61 (-4%)
Value$376.0K (+$375.6K)
Filed 2026-10-13
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares1,419 from 1,219
Change+200 (+16%)
Value$375.7K (+$66.1K)
Filed 2026-10-16
Ehrlich Financial Group
INCREASED
Shares1,416 from 1,082
Change+334 (+31%)
Value$374.8K (+$99.8K)
Filed 2026-10-20
Integras Partners LLC
INCREASED
Shares1,412 from 1,381
Change+31 (+2%)
Value$373.9K (+$23.1K)
Filed 2026-10-30
J.M. Arbour, LLC
DECREASED
Shares1,411 from 1,449
Change-38 (-3%)
Value$373.5K (+$5.5K)
Filed 2026-11-05
Momentous Wealth Management, Inc.
DECREASED
Shares1,410 from 1,414
Change-4 (0%)
Value$373.3K (+$14.2K)
Filed 2026-10-21
Briggs Wealth Management, Inc
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$373.2K (+$15.2K)
Filed 2026-10-26
Capricorn Fund Managers Ltd
DECREASED
Shares1,400 from 1,700
Change-300 (-18%)
Value$370.6K (-$61.1K)
Filed 2026-11-03
Keenan, LLC
INCREASED
Shares1,399 from 1,323
Change+76 (+6%)
Value$370.3K (+$34.4K)
Filed 2026-10-23
Willner & Heller, LLC
INCREASED
Shares1,396 from 1,390
Change+6 (+0%)
Value$369.5K (+$16.5K)
Filed 2026-10-28
Tenzing Financial LLC
INCREASED
Shares1,395 from 1,376
Change+19 (+1%)
Value$354.1K (-$2.8K)
Filed 2026-11-03
Eurizon SLJ Capital Ltd
DECREASED
Shares1,393 from 1,473
Change-80 (-5%)
Value$368.8K (-$5.3K)
Filed 2026-11-06
Conservest Capital Advisors, Inc.
INCREASED
Shares1,390 from 1,280
Change+110 (+9%)
Value$368.1K (+$43.0K)
Filed 2026-11-09
Serenity Investment Advisors
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$368.0K (-$3.7K)
Filed 2026-10-30
Meadowbrook Wealth Management, LLC
NEW
Shares1,387
Change+1,387
Value$367.2K
Filed 2026-10-08
Dutch Asset Corp
NEW
Shares1,385
Change+1,385
Value$366.7K
Filed 2026-10-20
Astra Wealth Partners LLC
INCREASED
Shares1,385 from 1,325
Change+60 (+5%)
Value$366.6K (+$30.2K)
Filed 2026-11-06
Landing Point Financial Group, LLC
INCREASED
Shares1,384 from 1,365
Change+19 (+1%)
Value$366.4K (+$19.7K)
Filed 2026-11-10
Grantvest Financial Group LLC
DECREASED
Shares1,382 from 1,549
Change-167 (-11%)
Value$366.0K (-$27.4K)
Filed 2026-10-21
Nearside Advisors, LLC
NEW
Shares1,378
Change+1,378
Value$364.8K
Filed 2026-10-20
Guidance Capital, Inc
DECREASED
Shares1,377 from 1,552
Change-175 (-11%)
Value$372.6K (-$15.4K)
Filed 2026-11-03
Cornerstone Wealth, LLC
INCREASED
Shares1,375 from 1,289
Change+86 (+7%)
Value$362.7K (+$44.3K)
Filed 2026-10-28
GenTrust, LLC
INCREASED
Shares1,374 from 1,110
Change+264 (+24%)
Value$363.8K (+$81.8K)
Filed 2026-11-06
Santori & Peters, Inc.
UNCHANGED
Shares1,374 from 1,374
Change0 (0%)
Value$363.8K (+$14.8K)
Filed 2026-10-26
ACT Wealth Management, LLC
UNCHANGED
Shares1,373 from 1,373
Change0 (0%)
Value$363.5K (+$14.8K)
Filed 2026-10-09
Arlington Financial Advisors, LLC
DECREASED
Shares1,372 from 1,393
Change-21 (-2%)
Value$363.3K (+$9.6K)
Filed 2026-10-19
Alessandra Capital Management, LLC
INCREASED
Shares1,370 from 1,215
Change+155 (+13%)
Value$362.7K (+$54.1K)
Filed 2026-10-30
5th Street Advisors, LLC
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$362.4K (+$14.7K)
Filed 2026-11-04
Reston Wealth Management LLC
DECREASED
Shares1,364 from 1,377
Change-13 (-1%)
Value$361.2K (+$11.5K)
Filed 2026-10-29
Northbridge Financial Group, LLC
DECREASED
Shares1,363 from 1,433
Change-70 (-5%)
Value$347.3K (-$16.7K)
Filed 2026-11-05
Lifelong Wealth Advisors, Inc.
INCREASED
Shares1,362 from 1,343
Change+19 (+1%)
Value$360.6K (+$19.5K)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares1,361 from 1,406
Change-45 (-3%)
Value$360.3K (+$3.3K)
Filed 2026-10-29
IMPACTfolio, LLC
UNCHANGED
Shares1,361 from 1,361
Change0 (0%)
Value$360.3K (+$14.7K)
Filed 2026-10-28
Eaton-Cambridge Inc.
INCREASED
Shares1,359 from 1,058
Change+301 (+28%)
Value$359.8K (+$91.1K)
Filed 2026-11-10
Connable Office Inc
DECREASED
Shares1,358 from 1,466
Change-108 (-7%)
Value$359.5K (-$12.8K)
Filed 2026-11-10
Dynamic Wealth Strategies, LLC
INCREASED
Shares1,356 from 1,348
Change+8 (+1%)
Value$359.0K (+$16.6K)
Filed 2026-10-16
Granite FO LLC
UNCHANGED
Shares1,356 from 1,356
Change0 (0%)
Value$359.0K (+$14.6K)
Filed 2026-10-14
jvl associates llc
INCREASED
Shares1,355 from 1,305
Change+50 (+4%)
Value$358.7K (+$27.3K)
Filed 2026-10-09
Wealth Group Ltd
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$347.0K (+$2.8K)
Filed 2026-10-07
Treasure Coast Financial Planning
INCREASED
Shares1,350 from 1,347
Change+3 (+0%)
Value$357.4K (+$15.2K)
Filed 2026-11-03
Johnson Financial Group, LLC
DECREASED
Shares1,347 from 4,823
Change-3,476 (-72%)
Value$356.6K (-$868.3K)
Filed 2026-11-03
Harbor Group, Inc.
NEW
Shares1,346
Change+1,346
Value$356.4K
Filed 2026-10-14
MKT Advisors LLC
DECREASED
Shares1,339 from 1,613
Change-274 (-17%)
Value$343.5K (-$87.6K)
Filed 2026-10-20
Rebalance, LLC
DECREASED
Shares1,339 from 1,352
Change-13 (-1%)
Value$354.6K (+$11.1K)
Filed 2026-10-22
ForthRight Wealth Management, LLC
INCREASED
Shares1,337 from 1,300
Change+37 (+3%)
Value$353.9K (+$23.8K)
Filed 2026-11-06
Main Line Retirement Advisors, LLC
INCREASED
Shares1,335 from 1,334
Change+1 (+0%)
Value$353.4K (+$14.6K)
Filed 2026-10-14
Aurora Private Wealth, Inc.
DECREASED
Shares1,334 from 2,002
Change-668 (-33%)
Value$353.0K (-$155.0K)
Filed 2026-10-20
DE Burlo Group Inc
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$352.9K (+$14.4K)
Filed 2026-11-05
Stanich Group LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$352.6K (+$14.3K)
Filed 2026-10-16
Cabot Wealth Management Inc
DECREASED
Shares1,330 from 1,537
Change-207 (-13%)
Value$352.0K (-$38.4K)
Filed 2026-11-05
Theory Financial LLC
INCREASED
Shares1,330 from 1,304
Change+26 (+2%)
Value$352.1K (+$20.9K)
Filed 2026-11-09
Prasad Wealth Partners, LLC
INCREASED
Shares1,329 from 1,327
Change+2 (+0%)
Value$351.9K (+$14.8K)
Filed 2026-11-10
Gouws Capital LLC
UNCHANGED
Shares1,328 from 1,328
Change0 (0%)
Value$351.6K (+$14.3K)
Filed 2026-10-09
Carolina Wealth Management Inc
UNCHANGED
Shares1,328 from 1,328
Change0 (0%)
Value$351.7K (+$14.3K)
Filed 2026-10-29
Ridgeline Wealth Planning, LLC
INCREASED
Shares1,327 from 1,067
Change+260 (+24%)
Value$351.3K (+$80.3K)
Filed 2026-10-29
BCU Wealth Advisors, LLC
DECREASED
Shares1,325 from 1,326
Change-1 (0%)
Value$350.7K (+$13.8K)
Filed 2026-10-16
M. Kulyk & Associates, LLC
DECREASED
Shares1,324 from 1,941
Change-617 (-32%)
Value$350.5K (-$142.4K)
Filed 2026-11-10
PFS Partners, LLC
INCREASED
Shares1,324 from 1,319
Change+5 (+0%)
Value$350.4K (+$15.3K)
Filed 2026-10-21
Lynch Investment Planning, LLC
DECREASED
Shares1,319 from 1,339
Change-20 (-1%)
Value$349.3K (+$9.2K)
Filed 2026-10-27
Financial Harvest, LLC
INCREASED
Shares1,318 from 1,268
Change+50 (+4%)
Value$348.9K (+$26.8K)
Filed 2026-10-15
Henderson Brothers Financial Partners, LLC
INCREASED
Shares1,317 from 1,288
Change+29 (+2%)
Value$348.7K (+$21.5K)
Filed 2026-11-03
Single Point Partners, LLC
INCREASED
Shares1,309 from 1,264
Change+45 (+4%)
Value$346.7K (+$25.5K)
Filed 2026-10-19
Schorn Wealth LLC
INCREASED
Shares1,309 from 1,304
Change+5 (+0%)
Value$346.5K (+$15.4K)
Filed 2026-10-14
Financial Enhancement Group LLC
DECREASED
Shares1,308 from 1,309
Change-1 (0%)
Value$338.1K (+$5.6K)
Filed 2026-10-08
Entrewealth, LLC
INCREASED
Shares1,307 from 1,161
Change+146 (+13%)
Value$346.0K (+$47.7K)
Filed 2026-10-14
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares1,304 from 1,189
Change+115 (+10%)
Value$345.2K (+$43.3K)
Filed 2026-10-27
Seelaus Asset Management LLC
DECREASED
Shares1,302 from 1,602
Change-300 (-19%)
Value$344.7K (-$62.2K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
DECREASED
Shares1,301 from 4,263
Change-2,962 (-69%)
Value$344.5K (-$738.3K)
Filed 2026-11-04
Madrona Financial Services, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$344.2K (+$14.0K)
Filed 2026-10-23
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares1,298 from 1,282
Change+16 (+1%)
Value$343.5K (+$18.0K)
Filed 2026-11-05
Kelly Financial Group LLC
DECREASED
Shares1,298 from 1,308
Change-10 (-1%)
Value$343.7K (+$11.5K)
Filed 2026-10-16
BAM Wealth Management, LLC
INCREASED
Shares1,296 from 1,233
Change+63 (+5%)
Value$343.1K (+$30.0K)
Filed 2026-10-15
Share Andrew L.
NEW
Shares1,293
Change+1,293
Value$342.3K
Filed 2026-11-06
Equity Investment Corp
DECREASED
Shares1,290 from 1,671
Change-381 (-23%)
Value$341.5K (-$82.8K)
Filed 2026-11-04
Capital Investment Counsel, LLC
UNCHANGED
Shares1,290 from 1,290
Change0 (0%)
Value$341.5K (+$13.9K)
Filed 2026-10-14
Financial Planning Navigators Corp
INCREASED
Shares1,289 from 1,136
Change+153 (+13%)
Value$341.3K (+$52.7K)
Filed 2026-10-14
Ballast Rock Private Wealth LLC
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$340.8K (+$13.9K)
Filed 2026-10-26
Centerline Wealth Advisors, LLC
UNCHANGED
Shares1,282 from 1,282
Change0 (0%)
Value$339.3K (+$13.6K)
Filed 2026-10-15
Roan Capital Partners
INCREASED
Shares1,281 from 859
Change+422 (+49%)
Value$339.1K (+$121.0K)
Filed 2026-10-09
Briaud Financial Planning Inc
INCREASED
Shares1,281 from 1,231
Change+50 (+4%)
Value$339.1K (+$26.5K)
Filed 2026-10-20
Independence Wealth Advisors, LLC
UNCHANGED
Shares1,281 from 1,281
Change0 (0%)
Value$339.3K (+$14.0K)
Filed 2026-10-29
Avid Wealth Partners LLC
INCREASED
Shares1,280 from 1,235
Change+45 (+4%)
Value$338.9K (+$25.2K)
Filed 2026-11-03
HRC Wealth Management, LLC
INCREASED
Shares1,279 from 1,239
Change+40 (+3%)
Value$338.5K (+$23.9K)
Filed 2026-10-16
Bank Hapoalim BM
INCREASED
Shares1,278 from 1,238
Change+40 (+3%)
Value$338.0K (+$24.0K)
Filed 2026-11-10
Wealthgarden F.S. LLC
INCREASED
Shares1,277 from 874
Change+403 (+46%)
Value$338.2K (+$116.2K)
Filed 2026-11-09
Peterson Wealth Advisors, LLC
INCREASED
Shares1,276 from 1,225
Change+51 (+4%)
Value$337.8K (+$26.6K)
Filed 2026-10-08
Strategic Advisors LLC
INCREASED
Shares1,272 from 867
Change+405 (+47%)
Value$336.9K (+$116.6K)
Filed 2026-10-13
Chris Bulman Inc
DECREASED
Shares1,270 from 1,353
Change-83 (-6%)
Value$336.1K (-$7.8K)
Filed 2026-10-20
Quantum Private Wealth, LLC
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$336.2K (+$13.7K)
Filed 2026-10-20
Oasis Advisors, LLC
NEW
Shares1,269
Change+1,269
Value$335.9K
Filed 2026-10-16
Austin Asset Management Co Inc
INCREASED
Shares1,268 from 1,111
Change+157 (+14%)
Value$335.7K (+$53.5K)
Filed 2026-10-29
10Elms LLP
INCREASED
Shares1,263 from 1,183
Change+80 (+7%)
Value$334.2K (+$33.9K)
Filed 2026-11-06
tru Independence LLC
INCREASED
Shares1,262 from 1,249
Change+13 (+1%)
Value$334.2K (+$17.0K)
Filed 2026-10-20
Planning Strategies Inc.
INCREASED
Shares1,259 from 1,247
Change+12 (+1%)
Value$333.3K (+$16.6K)
Filed 2026-10-02
Heritage OAK Wealth Advisors LLC
DECREASED
Shares1,258 from 1,748
Change-490 (-28%)
Value$333.1K (-$110.8K)
Filed 2026-10-14
Catherine Avery Investment Management LLC
UNCHANGED
Shares1,257 from 1,257
Change0 (0%)
Value$332.8K (+$13.5K)
Filed 2026-10-14
Riggs Asset Managment Co. Inc.
INCREASED
Shares1,255 from 1,169
Change+86 (+7%)
Value$332.2K (+$35.4K)
Filed 2026-11-05
C2c Wealth Management, LLC
UNCHANGED
Shares1,254 from 1,254
Change0 (0%)
Value$331.9K (+$13.5K)
Filed 2026-10-20
Hurley Capital, LLC
INCREASED
Shares1,250 from 1,247
Change+3 (+0%)
Value$331.1K (+$14.3K)
Filed 2026-11-05
Sima Wealth Partners, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$330.9K (+$13.5K)
Filed 2026-10-19
Petros Family Wealth, LLC
INCREASED
Shares1,247 from 1,208
Change+39 (+3%)
Value$330.1K (+$23.3K)
Filed 2026-10-28
Level Wealth Management LLC
INCREASED
Shares1,244 from 1,181
Change+63 (+5%)
Value$329.4K (+$29.4K)
Filed 2026-10-23
Next Level Wealth Planning, LLC
DECREASED
Shares1,244 from 1,245
Change-1 (0%)
Value$329.3K (+$13.1K)
Filed 2026-10-29
Grove Street Fiduciary, LLC
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$329.1K (+$13.4K)
Filed 2026-10-13
Elevated Financial Group LLC
INCREASED
Shares1,241 from 1,162
Change+79 (+7%)
Value$328.5K (+$33.4K)
Filed 2026-10-16
Foronjy Financial LLC
DECREASED
Shares1,241 from 1,310
Change-69 (-5%)
Value$328.4K (-$4.2K)
Filed 2026-10-14
Beirne Wealth Consulting Services, LLC
INCREASED
Shares1,237 from 867
Change+370 (+43%)
Value$327.5K (+$107.3K)
Filed 2026-10-19
Peak Financial Management, Inc.
INCREASED
Shares1,236 from 1,136
Change+100 (+9%)
Value$327.4K (+$38.8K)
Filed 2026-10-16
JMG Financial Group, Ltd.
DECREASED
Shares1,235 from 1,259
Change-24 (-2%)
Value$326.8K (+$7.2K)
Filed 2026-11-10
Clay Northam Wealth Management, LLC
INCREASED
Shares1,234 from 1,049
Change+185 (+18%)
Value$326.7K (+$60.3K)
Filed 2026-10-13
Hibernia Wealth Partners, LLC
INCREASED
Shares1,231 from 1,126
Change+105 (+9%)
Value$326.0K (+$40.0K)
Filed 2026-10-29
Juncture Wealth Strategies, LLC
INCREASED
Shares1,229 from 1,228
Change+1 (+0%)
Value$325.4K (+$13.5K)
Filed 2026-10-06
Atlatl Advisers LLC
INCREASED
Shares1,228 from 1,186
Change+42 (+4%)
Value$325.1K (+$23.9K)
Filed 2026-10-22
Markowski Investments
DECREASED
Shares1,228 from 1,237
Change-9 (-1%)
Value$325.2K (+$11.2K)
Filed 2026-10-30
Israel Discount Bank of New York
UNCHANGED
Shares1,223 from 1,223
Change0 (0%)
Value$323.8K (+$13.2K)
Filed 2026-10-14
Inlight Wealth Management, LLC
NEW
Shares1,222
Change+1,222
Value$323.5K
Filed 2026-10-21
ASL Financial, LLC
DECREASED
Shares1,222 from 1,262
Change-40 (-3%)
Value$323.5K (+$3.0K)
Filed 2026-10-15
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares1,220 from 1,116
Change+104 (+9%)
Value$323.1K (+$39.7K)
Filed 2026-10-16
Shelton Wealth Management, LLC
INCREASED
Shares1,220 from 1,192
Change+28 (+2%)
Value$322.9K (+$20.2K)
Filed 2026-10-16
Symphony Financial Services, Inc.
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$323.0K (+$13.1K)
Filed 2026-11-09
McClarren Financial Advisors, Inc.
INCREASED
Shares1,219 from 1,217
Change+2 (+0%)
Value$322.8K (+$13.7K)
Filed 2026-10-15
Kozak & Associates, Inc.
DECREASED
Shares1,215 from 1,219
Change-4 (0%)
Value$329.4K (+$19.9K)
Filed 2026-10-29
SRH Advisors, LLC
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$321.4K (+$13.1K)
Filed 2026-10-22
Wealth Advisory Team LLC
DECREASED
Shares1,212 from 1,280
Change-68 (-5%)
Value$320.8K (-$4.4K)
Filed 2026-11-05
15 Wealth Advisors LLC
NEW
Shares1,210
Change+1,210
Value$320.4K
Filed 2026-10-14
Kingdom Financial Group Llc.
INCREASED
Shares1,207 from 1,027
Change+180 (+18%)
Value$319.6K (+$58.8K)
Filed 2026-11-04
Vanguard Capital Wealth Advisors
INCREASED
Shares1,207 from 1,191
Change+16 (+1%)
Value$319.5K (+$17.1K)
Filed 2026-10-16
OAK Ridge Investments LLC
NEW
Shares1,203
Change+1,203
Value$318.5K
Filed 2026-10-30
Redwood Park Advisors LLC
INCREASED
Shares1,202 from 915
Change+287 (+31%)
Value$318.1K (+$85.8K)
Filed 2026-11-02
MAD River Investors
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$317.7K (+$12.9K)
Filed 2026-10-27
Perkins Capital Management Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$317.7K (+$12.9K)
Filed 2026-11-02
Dahring | Cusmano LLC
NEW
Shares1,199
Change+1,199
Value$317.4K
Filed 2026-11-03
Sharkey, Howes & Javer
INCREASED
Shares1,197 from 1,162
Change+35 (+3%)
Value$316.9K (+$21.8K)
Filed 2026-10-22
Denver PWM, LLC
UNCHANGED
Shares1,197 from 1,197
Change0 (0%)
Value$316.9K (+$5.3K)
Filed 2026-10-22
Abound Wealth Management
INCREASED
Shares1,194 from 630
Change+564 (+90%)
Value$316.1K (+$156.0K)
Filed 2026-10-26
Mascoma Wealth Management LLC
DECREASED
Shares1,194 from 1,203
Change-9 (-1%)
Value$316.1K (+$10.6K)
Filed 2026-10-23
Tenon Financial LLC
INCREASED
Shares1,193 from 1,119
Change+74 (+7%)
Value$315.8K (+$31.6K)
Filed 2026-10-14
RPS Advisory Solutions LLC
INCREASED
Shares1,192 from 1,096
Change+96 (+9%)
Value$315.6K (+$37.3K)
Filed 2026-11-09
Advisory Resource Group
INCREASED
Shares1,191 from 1,114
Change+77 (+7%)
Value$315.3K (+$32.4K)
Filed 2026-10-26
Foundation Resource Management Inc
DECREASED
Shares1,190 from 1,215
Change-25 (-2%)
Value$315.0K (+$6.5K)
Filed 2026-10-19
Teamwork Financial Advisors, LLC
DECREASED
Shares1,186 from 1,568
Change-382 (-24%)
Value$314.0K (-$84.2K)
Filed 2026-10-19
LifeGoal Investments, LLC
INCREASED
Shares1,181 from 1,041
Change+140 (+13%)
Value$312.7K (+$48.3K)
Filed 2026-10-09
Hill Island Financial LLC
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$312.7K (+$12.7K)
Filed 2026-10-20
DecisionPoint Financial, LLC
INCREASED
Shares1,178 from 442
Change+736 (+167%)
Value$304.7K (+$192.4K)
Filed 2026-10-27
Mach-1 Financial Group, LLC
INCREASED
Shares1,178 from 806
Change+372 (+46%)
Value$311.9K (+$107.2K)
Filed 2026-11-06
Core Wealth Management, Inc.
DECREASED
Shares1,177 from 1,254
Change-77 (-6%)
Value$311.6K (-$6.9K)
Filed 2026-10-22
Prudent Man Advisors, LLC
NEW
Shares1,175
Change+1,175
Value$311.1K
Filed 2026-11-03
Sollinda Capital Management LLC
DECREASED
Shares1,175 from 1,451
Change-276 (-19%)
Value$311.1K (-$57.4K)
Filed 2026-11-09
Pacific Asset Management, LLC
NEW
Shares1,174
Change+1,174
Value$310.8K
Filed 2026-10-15
Advus Financial Partners, LLC
DECREASED
Shares1,172 from 1,495
Change-323 (-22%)
Value$310.2K (-$69.6K)
Filed 2026-10-20
Headland Capital, LLC
INCREASED
Shares1,168 from 1,158
Change+10 (+1%)
Value$309.2K (+$15.1K)
Filed 2026-11-06
WestHill Financial Advisors, Inc.
DECREASED
Shares1,166 from 1,200
Change-34 (-3%)
Value$308.7K (+$3.9K)
Filed 2026-10-14
Aafmaa Wealth Management & Trust LLC
NEW
Shares1,165
Change+1,165
Value$308.4K
Filed 2026-10-14
Destiny Wealth Partners, LLC
DECREASED
Shares1,163 from 1,615
Change-452 (-28%)
Value$314.7K (-$99.3K)
Filed 2026-11-05
Greenhouse Wealth Management, LLC
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$306.8K (+$12.5K)
Filed 2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares1,157 from 1,019
Change+138 (+14%)
Value$306.2K (+$47.3K)
Filed 2026-10-15
Orgel Wealth Management, LLC
DECREASED
Shares1,156 from 1,322
Change-166 (-13%)
Value$306.0K (-$29.7K)
Filed 2026-10-14
Sentinel Pension Advisors, LLC
NEW
Shares1,144
Change+1,144
Value$302.9K
Filed 2026-11-02
Yoder Wealth Management, Inc.
DECREASED
Shares1,141 from 1,185
Change-44 (-4%)
Value$302.1K (+$1.1K)
Filed 2026-10-13
Brown Wealth Management, LLC
INCREASED
Shares1,140 from 1,075
Change+65 (+6%)
Value$301.8K (+$28.8K)
Filed 2026-10-20
Imc-Chicago, LLC
NEW
Shares1,138
Change+1,138
Value$301.3K
Filed 2026-11-05
Verde Capital Management
INCREASED
Shares1,138 from 1,136
Change+2 (+0%)
Value$301.5K (+$12.9K)
Filed 2026-10-28
WT Wealth Management
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$301.3K (+$12.3K)
Filed 2026-10-13
Topel & Distasi Wealth Management, LLC
DECREASED
Shares1,136 from 1,198
Change-62 (-5%)
Value$300.7K (-$3.5K)
Filed 2026-11-05
Marquette Asset Management, LLC
INCREASED
Shares1,135 from 935
Change+200 (+21%)
Value$300.5K (+$63.0K)
Filed 2026-10-09
Warburton Capital Management, LLC
INCREASED
Shares1,132 from 1,006
Change+126 (+13%)
Value$301.3K (+$46.3K)
Filed 2026-11-06
Penobscot Wealth Management
INCREASED
Shares1,132 from 1,047
Change+85 (+8%)
Value$299.7K (+$33.7K)
Filed 2026-10-21
Dupree Financial Group, LLC
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$299.4K (+$12.2K)
Filed 2026-10-09
Friday Financial
INCREASED
Shares1,127 from 1,062
Change+65 (+6%)
Value$291.6K (+$7.7K)
Filed 2026-10-09
Blue Square Asset Management, LLC
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$298.4K (+$12.1K)
Filed 2026-11-02
University of Texas S AM Investment Management Co
DECREASED
Shares1,126 from 1,678
Change-552 (-33%)
Value$298.1K (-$128.1K)
Filed 2026-11-03
Curran Financial Partners, LLC
INCREASED
Shares1,124 from 810
Change+314 (+39%)
Value$297.4K (+$91.7K)
Filed 2026-11-04
Hughes Financial Services, LLC
INCREASED
Shares1,124 from 1,052
Change+72 (+7%)
Value$309.4K (+$42.3K)
Filed 2026-10-30
TrustWell Financial Advisors, LLC
INCREASED
Shares1,121 from 1,110
Change+11 (+1%)
Value$296.9K (+$14.9K)
Filed 2026-10-15
Farrow Financial, Inc.
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$296.5K (+$12.1K)
Filed 2026-10-30
Objective Capital Management, LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$296.6K (+$12.1K)
Filed 2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares1,115 from 1,127
Change-12 (-1%)
Value$295.3K (+$9.0K)
Filed 2026-10-28
Strathmore Capital Advisors, Inc.
DECREASED
Shares1,114 from 1,225
Change-111 (-9%)
Value$307.7K (+$739)
Filed 2026-11-09
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares1,113 from 1,108
Change+5 (+0%)
Value$294.7K (+$13.3K)
Filed 2026-10-14
E6 Portfolios, LLC
INCREASED
Shares1,109 from 1,105
Change+4 (+0%)
Value$293.6K (+$12.9K)
Filed 2026-10-26
GreatBanc Trust Co
INCREASED
Shares1,108 from 1,085
Change+23 (+2%)
Value$293.3K (+$17.8K)
Filed 2026-11-04
Adirondack Capital Advisors, LLC
UNCHANGED
Shares1,108 from 1,108
Change0 (0%)
Value$293.3K (+$11.9K)
Filed 2026-10-09
Daviman Financial, LLC
DECREASED
Shares1,107 from 1,114
Change-7 (-1%)
Value$293.0K (+$10.0K)
Filed 2026-11-06
TFB Advisors LLC
NEW
Shares1,103
Change+1,103
Value$292.0K
Filed 2026-11-02
True Link Financial Advisors, LLC
INCREASED
Shares1,101 from 1,071
Change+30 (+3%)
Value$291.5K (+$19.5K)
Filed 2026-10-27
Westwood Wealth Management
DECREASED
Shares1,100 from 1,397
Change-297 (-21%)
Value$291.2K (-$63.6K)
Filed 2026-10-29
Defender Capital, Llc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$291.2K (+$11.8K)
Filed 2026-10-01
Tidemark, LLC
INCREASED
Shares1,095 from 1,056
Change+39 (+4%)
Value$290.0K (+$21.8K)
Filed 2026-11-09
Williams & Novak Wealth Management, LLC
DECREASED
Shares1,094 from 1,643
Change-549 (-33%)
Value$289.6K (-$127.6K)
Filed 2026-10-09
Narus Financial Partners, LLC
INCREASED
Shares1,093 from 1,024
Change+69 (+7%)
Value$289.4K (+$29.3K)
Filed 2026-10-19
Arlington Trust Co LLC
INCREASED
Shares1,092 from 771
Change+321 (+42%)
Value$289.1K (+$93.3K)
Filed 2026-10-20
Legacy Financial Group LLC
INCREASED
Shares1,092 from 1,090
Change+2 (+0%)
Value$289.2K (+$12.3K)
Filed 2026-11-10
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares1,089 from 1,042
Change+47 (+5%)
Value$288.3K (+$23.7K)
Filed 2026-10-08
Midwest Financial Partners Investments, Inc.
DECREASED
Shares1,087 from 1,293
Change-206 (-16%)
Value$287.8K (-$40.6K)
Filed 2026-10-08
Junk Investment Group, LLC
INCREASED
Shares1,087 from 1,062
Change+25 (+2%)
Value$287.8K (+$18.1K)
Filed 2026-10-19
Mezzasalma Advisors, LLC
INCREASED
Shares1,084 from 1,050
Change+34 (+3%)
Value$286.9K (+$20.3K)
Filed 2026-10-14
Discipline Wealth Solutions, LLC
INCREASED
Shares1,084 from 1,054
Change+30 (+3%)
Value$287.0K (+$19.3K)
Filed 2026-10-14
Compass Financial Group, Inc.
INCREASED
Shares1,082 from 1,052
Change+30 (+3%)
Value$286.4K (+$19.3K)
Filed 2026-11-06
Clear Retirement Advice LLC
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$286.4K (+$11.7K)
Filed 2026-10-22
JDH Wealth Management, LLC
INCREASED
Shares1,080 from 1,068
Change+12 (+1%)
Value$285.9K (+$14.7K)
Filed 2026-10-20
Pettinga Financial Advisors LLC
INCREASED
Shares1,079 from 1,063
Change+16 (+2%)
Value$285.6K (+$15.6K)
Filed 2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,075 from 1,417
Change-342 (-24%)
Value$284.7K (-$75.1K)
Filed 2026-10-26
Asset Allocation Strategies LLC
INCREASED
Shares1,075 from 1,041
Change+34 (+3%)
Value$284.7K (+$20.3K)
Filed 2026-10-20
Avalon Capital Management
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$284.6K (+$11.6K)
Filed 2026-11-04
Grand Wealth Management, LLC
INCREASED
Shares1,073 from 790
Change+283 (+36%)
Value$284.1K (+$83.4K)
Filed 2026-11-09
Strategic Point Investment Advisors, LLC
UNCHANGED
Shares1,073 from 1,073
Change0 (0%)
Value$284.1K (+$11.6K)
Filed 2026-10-29
Kraematon Investment Advisors, Inc
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$283.7K (+$11.5K)
Filed 2026-11-02
JBR Co Financial Management Inc
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$272.3K (+$11)
Filed 2026-10-13
RCW Management, LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$283.8K (+$11.5K)
Filed 2026-10-30
Cordoba Advisory Partners LLC
INCREASED
Shares1,071 from 802
Change+269 (+34%)
Value$284.2K (+$79.4K)
Filed 2026-10-19
PVG Asset Management Corp
UNCHANGED
Shares1,070 from 1,070
Change0 (0%)
Value$283.1K (+$11.5K)
Filed 2026-10-19
Brian LOW Financial Group, LLC
INCREASED
Shares1,067 from 1,055
Change+12 (+1%)
Value$282.7K (+$14.9K)
Filed 2026-10-28
Oak Wealth Advisors LLC
NEW
Shares1,062
Change+1,062
Value$281.2K
Filed 2026-11-09
Salus Financial Advisors, LLC
INCREASED
Shares1,062 from 904
Change+158 (+17%)
Value$281.2K (+$51.6K)
Filed 2026-10-20
Cairn Investment Group, Inc.
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$281.0K (+$12.0K)
Filed 2026-11-04
Power Wealth Management LLC
NEW
Shares1,059
Change+1,059
Value$280.4K
Filed 2026-10-27
Accelerate Investment Advisors LLC
DECREASED
Shares1,059 from 1,176
Change-117 (-10%)
Value$280.3K (-$18.4K)
Filed 2026-11-02
First Financial Group Corp
INCREASED
Shares1,055 from 1,046
Change+9 (+1%)
Value$279.5K (+$13.7K)
Filed 2026-10-22
Intrinsic Value Partners, LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$279.2K (+$11.4K)
Filed 2026-11-09
Sacks & Associates, LLC
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$279.0K (+$8.8K)
Filed 2026-10-09
Bright Financial Advisors, Inc.
INCREASED
Shares1,053 from 1,052
Change+1 (+0%)
Value$278.6K (+$11.3K)
Filed 2026-10-23
Prossimo Advisors, LLC
DECREASED
Shares1,053 from 1,054
Change-1 (0%)
Value$278.8K (+$11.1K)
Filed 2026-11-09
Capital Wealth Alliance, LLC
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$278.8K (+$11.3K)
Filed 2026-10-20
Kooman & Associates
INCREASED
Shares1,051 from 998
Change+53 (+5%)
Value$278.2K (+$24.8K)
Filed 2026-10-21
Nottingham Advisors, Inc.
UNCHANGED
Shares1,051 from 1,051
Change0 (0%)
Value$271.9K (+$10.3K)
Filed 2026-10-29
Foundation Wealth Management, LLC
NEW
Shares1,050
Change+1,050
Value$278.2K
Filed 2026-10-22
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$278.0K (+$11.3K)
Filed 2026-10-23
Wellington Grp LLC
INCREASED
Shares1,047 from 910
Change+137 (+15%)
Value$277.2K (+$46.1K)
Filed 2026-11-06
Proactive Wealth Strategies LLC
INCREASED
Shares1,047 from 1,005
Change+42 (+4%)
Value$277.2K (+$21.7K)
Filed 2026-11-09
BCS Private Wealth Management, Inc.
NEW
Shares1,046
Change+1,046
Value$276.9K
Filed 2026-11-09
Luminvest Wealth Management LLC
DECREASED
Shares1,045 from 1,950
Change-905 (-46%)
Value$273.9K (-$231.7K)
Filed 2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED
Shares1,045 from 1,024
Change+21 (+2%)
Value$276.7K (+$16.6K)
Filed 2026-10-29
Guidance Point Advisors, LLC
DECREASED
Shares1,043 from 1,066
Change-23 (-2%)
Value$276.7K (+$5.6K)
Filed 2026-10-15
Bonfire Financial
INCREASED
Shares1,043 from 1,038
Change+5 (+0%)
Value$276.1K (+$12.5K)
Filed 2026-11-06
Olistico Wealth, LLC
DECREASED
Shares1,041 from 1,541
Change-500 (-32%)
Value$275.6K (-$115.8K)
Filed 2026-10-05
Pinnacle Financial Group, LLC / IL
INCREASED
Shares1,041 from 931
Change+110 (+12%)
Value$275.7K (+$39.3K)
Filed 2026-10-29
Ridgeline Wealth, LLC
INCREASED
Shares1,040 from 1,006
Change+34 (+3%)
Value$258.4K (+$3.1K)
Filed 2026-10-14
R2 Capital Strategies, LLC
DECREASED
Shares1,036 from 1,148
Change-112 (-10%)
Value$274.3K (-$17.3K)
Filed 2026-10-15
Triune Financial Partners, LLC
INCREASED
Shares1,035 from 998
Change+37 (+4%)
Value$274.0K (+$20.4K)
Filed 2026-11-03
ACT Advisors, Llc.
INCREASED
Shares1,032 from 815
Change+217 (+27%)
Value$273.2K (+$66.3K)
Filed 2026-10-15
Waycross Investment Management Co
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$273.2K (+$11.1K)
Filed 2026-10-14
David J Yvars Group
DECREASED
Shares1,029 from 1,038
Change-9 (-1%)
Value$272.3K (+$8.6K)
Filed 2026-10-09
Monument Group Wealth Advisors, LLC
NEW
Shares1,028
Change+1,028
Value$272.2K
Filed 2026-10-21
Alpha Advisors, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$272.2K (+$11.1K)
Filed 2026-10-19
Clarity Asset Management, Inc.
INCREASED
Shares1,026 from 1,021
Change+5 (+0%)
Value$271.6K (+$12.3K)
Filed 2026-10-14
Whitcomb & Hess, Inc.
INCREASED
Shares1,026 from 1,023
Change+3 (+0%)
Value$271.7K (+$11.9K)
Filed 2026-10-07
Hudson Capital Management LLC
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$271.6K (+$11.1K)
Filed 2026-10-20
Howard Bailey Securities, LLC
DECREASED
Shares1,025 from 1,055
Change-30 (-3%)
Value$271.4K (+$3.4K)
Filed 2026-10-27
Eagle Capital Management, LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$271.0K (+$270.7K)
Filed 2026-10-19
Prism Advisors, Inc.
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$262.9K (+$2.6K)
Filed 2026-10-09
Consolidated Capital Management, LLC
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$270.0K (+$11.0K)
Filed 2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED
Shares1,014 from 1,355
Change-341 (-25%)
Value$268.4K (-$75.6K)
Filed 2026-10-30
Good Steward Wealth Advisors,LLC
DECREASED
Shares1,014 from 1,198
Change-184 (-15%)
Value$268.4K (-$35.8K)
Filed 2026-11-06
DeLarme Wealth Management, Inc.
INCREASED
Shares1,014 from 935
Change+79 (+8%)
Value$268.4K (+$31.0K)
Filed 2026-10-30
Center for Wealth Management Advisory
DECREASED
Shares1,013 from 10,457
Change-9,444 (-90%)
Value$268.2K (-$2.4M)
Filed 2026-10-23
NBZ Investment Advisors LLC
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$267.9K (+$10.9K)
Filed 2026-10-30
Cox Capital Mgt LLC
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$265.3K (+$10.8K)
Filed 2026-10-07
Cherokee Insurance Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$264.7K (+$10.8K)
Filed 2026-11-05
Basso Capital Management, L.P.
INCREASED
Shares999 from 875
Change+124 (+14%)
Value$264.5K (+$42.2K)
Filed 2026-10-30
Cowa, LLC
INCREASED
Shares999 from 998
Change+1 (+0%)
Value$264.5K (+$11.0K)
Filed 2026-10-30
Tribridge Partners Financial LLC
DECREASED
Shares997 from 1,922
Change-925 (-48%)
Value$269.7K (-$241.4K)
Filed 2026-11-09
Payne Capital Management, LLC
DECREASED
Shares995 from 1,127
Change-132 (-12%)
Value$277.0K (-$9.1K)
Filed 2026-11-09
SL Advisors, LLC
DECREASED
Shares994 from 1,074
Change-80 (-7%)
Value$263.2K (-$9.6K)
Filed 2026-10-13
Able Wealth Management LLC
DECREASED
Shares988 from 1,172
Change-184 (-16%)
Value$250.0K (-$47.8K)
Filed 2026-10-13
Sensible Money, LLC
INCREASED
Shares988 from 861
Change+127 (+15%)
Value$261.7K (+$43.1K)
Filed 2026-10-20
Richmond Investment Services, LLC
NEW
Shares987
Change+987
Value$261.2K
Filed 2026-10-29
Leading Edge Financial Planning LLC
DECREASED
Shares986 from 1,045
Change-59 (-6%)
Value$261.0K (-$4.4K)
Filed 2026-10-23
Stone Wealth Partners
NEW
Shares984
Change+984
Value$261.9K
Filed 2026-11-05
25 LLC
DECREASED
Shares984 from 1,157
Change-173 (-15%)
Value$260.6K (-$33.3K)
Filed 2026-10-13
Greater Midwest Financial Group, LLC
INCREASED
Shares983 from 975
Change+8 (+1%)
Value$260.4K (+$12.6K)
Filed 2026-10-13
Lionshead Wealth Management, LLC
INCREASED
Shares981 from 970
Change+11 (+1%)
Value$259.9K (+$13.4K)
Filed 2026-10-21
Montchanin Asset Management, LLC
INCREASED
Shares980 from 850
Change+130 (+15%)
Value$259.0K (+$43.0K)
Filed 2026-11-02
Stegent Equity Advisors, Inc.
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$259.2K (+$10.5K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED
Shares978 from 976
Change+2 (+0%)
Value$258.9K (+$10.9K)
Filed 2026-10-15
Friedenthal Financial
INCREASED
Shares977 from 56
Change+921 (+1645%)
Value$258.8K (+$244.5K)
Filed 2026-10-27
Kelsey Financial, LLC
DECREASED
Shares975 from 985
Change-10 (-1%)
Value$258.1K (+$8.0K)
Filed 2026-10-28
International Private Wealth Advisors LLC
NEW
Shares974
Change+974
Value$257.8K
Filed 2026-11-05
Rakuten Securities, Inc.
DECREASED
Shares974 from 2,241
Change-1,267 (-57%)
Value$257.9K (-$311.3K)
Filed 2026-11-02
Mallini Complete Financial Planning LLC
INCREASED
Shares974 from 922
Change+52 (+6%)
Value$257.9K (+$23.7K)
Filed 2026-10-06
Continuum Wealth Advisors, LLC
DECREASED
Shares972 from 998
Change-26 (-3%)
Value$257.3K (+$3.9K)
Filed 2026-10-20
Opulen Financial Group LLC
INCREASED
Shares969 from 920
Change+49 (+5%)
Value$256.5K (+$22.8K)
Filed 2026-10-22
Squire Investment Management Company, LLC
DECREASED
Shares969 from 989
Change-20 (-2%)
Value$256.5K (+$5.2K)
Filed 2026-11-03
Oliver Luxxe Assets LLC
DECREASED
Shares967 from 1,059
Change-92 (-9%)
Value$255.9K (-$13.0K)
Filed 2026-10-14
Phillip James Consulting Co.
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$255.7K (+$10.4K)
Filed 2026-11-03
Kondo Wealth Advisors, Inc.
INCREASED
Shares962 from 952
Change+10 (+1%)
Value$254.9K (+$12.9K)
Filed 2026-10-19
NorthAvenue LLC
DECREASED
Shares959 from 1,141
Change-182 (-16%)
Value$253.9K (-$35.9K)
Filed 2026-10-29
Kings Path Partners LLC
DECREASED
Shares958 from 1,099
Change-141 (-13%)
Value$253.6K (-$25.5K)
Filed 2026-10-21
Altar Rock LLC
INCREASED
Shares958 from 917
Change+41 (+4%)
Value$250.5K (+$17.6K)
Filed 2026-11-06
Kure Advisory, LLC
INCREASED
Shares958 from 943
Change+15 (+2%)
Value$253.6K (+$14.1K)
Filed 2026-10-08
Foundry Financial LLC
NEW
Shares957
Change+957
Value$253.4K
Filed 2026-10-16
Clark Financial Services Group Inc
INCREASED
Shares957 from 914
Change+43 (+5%)
Value$253.3K (+$21.1K)
Filed 2026-10-19
Palatine Hill Wealth Management, LLC
INCREASED
Shares957 from 932
Change+25 (+3%)
Value$253.5K (+$16.9K)
Filed 2026-11-03
Safir Wealth Advisors, LLC
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$253.4K (+$10.3K)
Filed 2026-10-16
Marotta Asset Management
DECREASED
Shares956 from 1,085
Change-129 (-12%)
Value$253.1K (-$22.5K)
Filed 2026-10-02
Campbell Newman Asset Management Inc
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$252.8K (+$10.3K)
Filed 2026-10-22
Lockerman Financial Group, Inc.
DECREASED
Shares951 from 1,044
Change-93 (-9%)
Value$251.8K (-$13.4K)
Filed 2026-10-19
Miller Global Investments, LLC
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$251.8K (+$10.2K)
Filed 2026-10-02
Gainline Financial Partners, LLC
DECREASED
Shares950 from 958
Change-8 (-1%)
Value$251.5K (+$8.3K)
Filed 2026-10-15
Richardson Financial Services Inc.
DECREASED
Shares949 from 1,003
Change-54 (-5%)
Value$251.2K (-$3.5K)
Filed 2026-10-30
eCIO, Inc.
INCREASED
Shares949 from 933
Change+16 (+2%)
Value$241.8K (+$4.8K)
Filed 2026-11-02
Droms Strauss Advisors Inc
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$251.3K (+$10.4K)
Filed 2026-11-03
MontVue Capital Management, Inc.
DECREASED
Shares942 from 973
Change-31 (-3%)
Value$249.4K (+$2.3K)
Filed 2026-10-19
Todd Wealth Management, LLC
DECREASED
Shares937 from 956
Change-19 (-2%)
Value$248.0K (+$5.3K)
Filed 2026-10-19
Intelligent Financial Strategies
INCREASED
Shares936 from 935
Change+1 (+0%)
Value$247.8K (+$10.4K)
Filed 2026-10-16
Three Seasons Wealth, LLC
INCREASED
Shares934 from 930
Change+4 (+0%)
Value$247.3K (+$11.1K)
Filed 2026-11-03
Apeiron RIA LLC
DECREASED
Shares932 from 1,011
Change-79 (-8%)
Value$241.1K (-$15.6K)
Filed 2026-10-08
Capstone Capital Management Ltd
NEW
Shares930
Change+930
Value$246.2K
Filed 2026-10-21
Southern Financial Group, LLC
DECREASED
Shares930 from 1,004
Change-74 (-7%)
Value$246.5K (-$8.7K)
Filed 2026-10-30
Harbor Asset Planning, Inc.
INCREASED
Shares930 from 929
Change+1 (+0%)
Value$246.3K (+$10.3K)
Filed 2026-10-23
Cypress Financial Planning LLC
INCREASED
Shares928 from 897
Change+31 (+3%)
Value$245.6K (+$17.9K)
Filed 2026-10-09
Bestgate Wealth Advisors, LLC
DECREASED
Shares927 from 958
Change-31 (-3%)
Value$245.3K (+$2.0K)
Filed 2026-10-13
Insight Wealth Strategies, LLC
INCREASED
Shares925 from 850
Change+75 (+9%)
Value$244.9K (+$29.0K)
Filed 2026-10-09
Wernau Asset Management Inc.
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$244.6K (+$10.0K)
Filed 2026-10-19
Factor Wealth Management LTD
DECREASED
Shares922 from 976
Change-54 (-6%)
Value$244.1K (-$3.8K)
Filed 2026-10-08
Wealth Management Nebraska
NEW
Shares920
Change+920
Value$243.6K
Filed 2026-10-26
Juno Financial Group LLC
INCREASED
Shares920 from 825
Change+95 (+12%)
Value$243.5K (+$33.9K)
Filed 2026-10-27
ERn Financial, LLC
INCREASED
Shares919 from 831
Change+88 (+11%)
Value$243.5K (+$32.3K)
Filed 2026-10-28
Climber Capital SA
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$229.7K (-$2.2K)
Filed 2026-10-20
Boyum Wealth Architects LLC
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$234.3K (-$1.6K)
Filed 2026-10-06
Mustard Seed Financial, LLC
DECREASED
Shares913 from 1,019
Change-106 (-10%)
Value$241.6K (-$17.1K)
Filed 2026-10-30
Demming Financial Services Corp
INCREASED
Shares913 from 894
Change+19 (+2%)
Value$241.6K (+$14.7K)
Filed 2026-11-09
Cookson Peirce & Co Inc
DECREASED
Shares912 from 1,432
Change-520 (-36%)
Value$241.4K (-$122.2K)
Filed 2026-10-30
Stone House Investment Management, LLC
INCREASED
Shares912 from 393
Change+519 (+132%)
Value$241.4K (+$141.7K)
Filed 2026-10-23
LifeGuide Financial Advisors, LLC
INCREASED
Shares911 from 910
Change+1 (+0%)
Value$241.1K (+$10.0K)
Filed 2026-10-20
Silver Oak Advisory Group, Inc.
DECREASED
Shares909 from 1,200
Change-291 (-24%)
Value$240.6K (-$63.4K)
Filed 2026-11-06
WealthTrust Asset Management, LLC
INCREASED
Shares905 from 903
Change+2 (+0%)
Value$239.6K (+$10.2K)
Filed 2026-10-22
Sfam, LLC
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$238.8K (+$9.7K)
Filed 2026-11-03
John Boyer, Inc.
INCREASED
Shares900 from 890
Change+10 (+1%)
Value$238.6K (+$12.8K)
Filed 2026-10-27
Johnson Wealth Management, LLC
INCREASED
Shares899 from 822
Change+77 (+9%)
Value$238.0K (+$29.3K)
Filed 2026-11-09
Global View Capital Management LLC
DECREASED
Shares898 from 920
Change-22 (-2%)
Value$237.7K (+$4.1K)
Filed 2026-10-28
Valpey Financial Services, LLC
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$237.5K (+$9.7K)
Filed 2026-10-30
Boyer Financial Services, Inc.
INCREASED
Shares895 from 894
Change+1 (+0%)
Value$236.9K (+$1.8K)
Filed 2026-10-23
New Perspectives, Inc
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$236.5K (+$9.6K)
Filed 2026-10-14
Yardley Wealth Management LLC
NEW
Shares891
Change+891
Value$235.8K
Filed 2026-10-23
Virtus Advisers, LLC
DECREASED
Shares891 from 1,368
Change-477 (-35%)
Value$235.9K (-$111.5K)
Filed 2026-11-09
Bluesphere Advisors LLC
INCREASED
Shares889 from 887
Change+2 (+0%)
Value$235.3K (+$9.9K)
Filed 2026-10-19
Palacios Wealth Management, LLC
NEW
Shares884
Change+884
Value$234.0K
Filed 2026-11-04
Capital Squared Financial LLC
DECREASED
Shares882 from 888
Change-6 (-1%)
Value$233.4K (+$7.9K)
Filed 2026-10-30
Sensenig Capital Advisors, Inc
DECREASED
Shares880 from 1,484
Change-604 (-41%)
Value$233.0K (-$143.9K)
Filed 2026-10-23
Compass Wealth Management, LLC
DECREASED
Shares880 from 1,366
Change-486 (-36%)
Value$233.1K (-$113.9K)
Filed 2026-10-30
LFG Wealth Partners, LLC
NEW
Shares879
Change+879
Value$232.8K
Filed 2026-10-28
Drum Hill Capital, LLC
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$232.4K (+$9.5K)
Filed 2026-10-20
Sentinel Advisory Group, LLC
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$232.2K (+$9.4K)
Filed 2026-10-20
SwitchPoint Financial Planning, LLC
DECREASED
Shares873 from 1,115
Change-242 (-22%)
Value$231.1K (-$52.0K)
Filed 2026-11-02
McGrath & Associates, Inc.
NEW
Shares870
Change+870
Value$230.3K
Filed 2026-10-27
Omnitrust Wealth Management, Inc
NEW
Shares870
Change+870
Value$230.3K
Filed 2026-11-02
Bay Capital Advisors, LLC
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$230.2K (+$9.4K)
Filed 2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares868 from 865
Change+3 (+0%)
Value$229.8K (+$10.1K)
Filed 2026-10-28
Kaizen Financial Strategies
DECREASED
Shares861 from 867
Change-6 (-1%)
Value$227.9K (+$7.8K)
Filed 2026-10-09
Christensen, King & Associates Investment Services, Inc.
NEW
Shares859
Change+859
Value$227.4K
Filed 2026-10-22
Integrity Wealth Partners, LLC
NEW
Shares858
Change+858
Value$227.0K
Filed 2026-10-14
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares858 from 1,024
Change-166 (-16%)
Value$227.1K (-$32.9K)
Filed 2026-10-23
Heritage Wealth Management, Inc. s
DECREASED
Shares858 from 992
Change-134 (-14%)
Value$227.0K (-$25.0K)
Filed 2026-11-06
Northern Lights Advisors, Inc.
DECREASED
Shares857 from 873
Change-16 (-2%)
Value$226.9K (+$5.2K)
Filed 2026-10-21
White Wing Wealth Management
INCREASED
Shares855 from 828
Change+27 (+3%)
Value$226.4K (+$16.1K)
Filed 2026-11-09
Arwa LLC
NEW
Shares853
Change+853
Value$212.1K
Filed 2026-10-21
Northwest Wealth Advisors, LLC
UNCHANGED
Shares851 from 851
Change0 (0%)
Value$225.3K (+$9.2K)
Filed 2026-11-02
Align Financial, LLC
DECREASED
Shares850 from 892
Change-42 (-5%)
Value$225.0K (-$1.5K)
Filed 2026-10-16
Peninsula Asset Management Inc
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$225.0K (+$9.2K)
Filed 2026-11-10
Sustainable Insight Capital Management, LLC
NEW
Shares848
Change+848
Value$224.5K
Filed 2026-11-06
Tuttle Capital Management, LLC
NEW
Shares848
Change+848
Value$224.5K
Filed 2026-10-21
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares847 from 932
Change-85 (-9%)
Value$224.2K (-$12.5K)
Filed 2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED
Shares847 from 799
Change+48 (+6%)
Value$224.4K (+$21.5K)
Filed 2026-11-02
Members Advisory Group LLC
INCREASED
Shares846 from 844
Change+2 (+0%)
Value$224.0K (+$9.7K)
Filed 2026-11-09
Financially Speaking Inc
DECREASED
Shares841 from 891
Change-50 (-6%)
Value$222.6K (+$4.9K)
Filed 2026-11-05
Altium Investment Strategies LLC
NEW
Shares840
Change+840
Value$208.8K
Filed 2026-10-20
USAdvisors Wealth Management, LLC
DECREASED
Shares840 from 855
Change-15 (-2%)
Value$222.0K (+$5.0K)
Filed 2026-10-21
Kraft, Davis & Associates, LLC
NEW
Shares834
Change+834
Value$211.7K
Filed 2026-10-21
Columbia Advisory Partners LLC
INCREASED
Shares834 from 801
Change+33 (+4%)
Value$220.8K (+$17.4K)
Filed 2026-10-15
QP Wealth Management, LLC
UNCHANGED
Shares832 from 832
Change0 (0%)
Value$220.3K (+$9.0K)
Filed 2026-10-20
Centerpoint Advisory Group
INCREASED
Shares831 from 798
Change+33 (+4%)
Value$220.0K (+$17.3K)
Filed 2026-10-23
RFG Holdings, Inc.
DECREASED
Shares824 from 841
Change-17 (-2%)
Value$218.1K (+$4.6K)
Filed 2026-10-30
ODonnell Financial Services, LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$218.1K (+$8.9K)
Filed 2026-11-09
DiNuzzo Private Wealth, Inc.
INCREASED
Shares823 from 428
Change+395 (+92%)
Value$217.8K (+$109.2K)
Filed 2026-10-16
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares823 from 805
Change+18 (+2%)
Value$217.9K (+$13.4K)
Filed 2026-10-26
Charter Capital Management, Llc\de
INCREASED
Shares817 from 794
Change+23 (+3%)
Value$216.3K (+$14.6K)
Filed 2026-10-28
Seros Financial, LLC
DECREASED
Shares815 from 855
Change-40 (-5%)
Value$215.8K (-$1.5K)
Filed 2026-10-21
Client First Capital LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$215.8K (+$8.8K)
Filed 2026-10-22
O'Connor Financial Group LLC
INCREASED
Shares814 from 796
Change+18 (+2%)
Value$215.5K (+$13.3K)
Filed 2026-10-26
First Security Investment Management, Inc.
INCREASED
Shares814 from 810
Change+4 (+0%)
Value$215.5K (+$9.8K)
Filed 2026-11-05
Wealth Preservation Advisors, LLC
NEW
Shares811
Change+811
Value$214.7K
Filed 2026-11-05
Signature Resources Capital Management, LLC
INCREASED
Shares810 from 801
Change+9 (+1%)
Value$214.4K (+$11.0K)
Filed 2026-10-16
Kaufman Rossin Wealth, LLC
NEW
Shares807
Change+807
Value$213.7K
Filed 2026-10-19
Boyd Wealth Management, LLC
NEW
Shares807
Change+807
Value$213.6K
Filed 2026-10-20
Lutz Financial Services LLC
NEW
Shares805
Change+805
Value$213.1K
Filed 2026-11-06
Apex Wealth Management, LLC
INCREASED
Shares805 from 791
Change+14 (+2%)
Value$213.1K (+$12.3K)
Filed 2026-10-20
Maseco LLP
INCREASED
Shares804 from 791
Change+13 (+2%)
Value$213.0K (+$12.1K)
Filed 2026-10-27
Roberts Wealth Advisors, LLC
DECREASED
Shares800 from 859
Change-59 (-7%)
Value$211.8K (-$6.4K)
Filed 2026-10-14
GuidedMoney, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$211.8K (+$8.6K)
Filed 2026-10-29
Ackerman Asset Management, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$211.8K (+$8.6K)
Filed 2026-11-09
Figure 8 Investment Strategies LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$211.8K (+$8.6K)
Filed 2026-11-09
Walleye Partners, LLC
NEW
Shares799
Change+799
Value$211.5K
Filed 2026-10-13
Rinkey Investments
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$210.2K (+$8.6K)
Filed 2026-10-28
Tanglewood Wealth Management, Inc.
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$208.9K (+$8.5K)
Filed 2026-10-23
McNaughton Wealth Management, LLC
NEW
Shares788
Change+788
Value$208.6K
Filed 2026-10-09
Fidato Wealth LLC
NEW
Shares786
Change+786
Value$208.1K
Filed 2026-10-13
Allstreet Capital Advisors LLC
DECREASED
Shares786 from 805
Change-19 (-2%)
Value$208.1K (+$3.6K)
Filed 2026-11-04
Darrow Company, Inc.
NEW
Shares784
Change+784
Value$207.6K
Filed 2026-10-22
Glass Wealth Management Co LLC
DECREASED
Shares783 from 868
Change-85 (-10%)
Value$207.3K (-$13.2K)
Filed 2026-10-28
Arbor Wealth Advisors LLC
NEW
Shares782
Change+782
Value$207.0K
Filed 2026-10-09
Navigate Wealth Management, LLC
DECREASED
Shares781 from 1,570
Change-789 (-50%)
Value$204.2K (-$193.1K)
Filed 2026-10-14
Puff Wealth Management, LLC
NEW
Shares779
Change+779
Value$206.3K
Filed 2026-10-07
Financial Network Wealth Advisors LLC
DECREASED
Shares779 from 898
Change-119 (-13%)
Value$206.2K (-$21.8K)
Filed 2026-10-28
WP Advisors, LLC
NEW
Shares774
Change+774
Value$205.2K
Filed 2026-10-22
Wincap Financial LLC
NEW
Shares774
Change+774
Value$204.9K
Filed 2026-10-20
Turner Financial Group, Inc.
NEW
Shares771
Change+771
Value$204.1K
Filed 2026-11-09
Macroview Investment Management LLC
DECREASED
Shares771 from 801
Change-30 (-4%)
Value$204.1K (+$685)
Filed 2026-10-26
Waller Financial Planning Group, Inc
NEW
Shares768
Change+768
Value$203.3K
Filed 2026-10-07
Strategic Financial Group, LLC
DECREASED
Shares767 from 798
Change-31 (-4%)
Value$203.1K (+$388)
Filed 2026-10-08
Advantage Trust Co
DECREASED
Shares767 from 786
Change-19 (-2%)
Value$203.1K (+$3.4K)
Filed 2026-10-19
Woodside Wealth Management LLC
NEW
Shares765
Change+765
Value$202.5K
Filed 2026-10-16
Stolz & Associates, PS
NEW
Shares763
Change+763
Value$202.0K
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares762
Change+762
Value$201.7K
Filed 2026-10-13
Pearl Planning LLC
NEW
Shares762
Change+762
Value$201.7K
Filed 2026-10-13
Form Wealth Advisors, LLC
NEW
Shares760
Change+760
Value$201.3K
Filed 2026-10-13
Leeward Financial Partners, LLC
NEW
Shares758
Change+758
Value$200.7K
Filed 2026-10-23
IPG Investment Advisors LLC
NEW
Shares756
Change+756
Value$200.1K
Filed 2026-10-30
Old Peak Finance LLC
NEW
Shares756
Change+756
Value$200.1K
Filed 2026-11-02
Joseph Group Capital Management
INCREASED
Shares749 from 589
Change+160 (+27%)
Value$198.3K (+$48.7K)
Filed 2026-11-04
Covestor Ltd
DECREASED
Shares728 from 902
Change-174 (-19%)
Value$193.0K (-$36.0K)
Filed 2026-10-30
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$190.4K (+$7.7K)
Filed 2026-10-05
Legacies Wealth LLC
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$188.9K (+$7.7K)
Filed 2026-11-02
Livelsberger Financial Advisory
NEW
Shares708
Change+708
Value$187.4K
Filed 2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$185.3K (+$7.5K)
Filed 2026-10-23
Luken Investment Analytics, LLC
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$184.5K (+$7.5K)
Filed 2026-11-06
Morton Brown Family Wealth, LLC
DECREASED
Shares696 from 713
Change-17 (-2%)
Value$184.3K (+$3.2K)
Filed 2026-10-23
Putney Financial Group LLC
NEW
Shares686
Change+686
Value$181.6K
Filed 2026-10-30
Valued Wealth Advisors LLC
INCREASED
Shares678 from 657
Change+21 (+3%)
Value$179.4K (+$12.7K)
Filed 2026-11-05
Kroeger Financial Partners
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$176.3K (+$7.2K)
Filed 2026-10-19
GK Wealth Management LLC
DECREASED
Shares659 from 1,185
Change-526 (-44%)
Value$174.3K (-$126.8K)
Filed 2026-10-09
Wolff Wiese Magana LLC
INCREASED
Shares652 from 470
Change+182 (+39%)
Value$172.6K (+$53.4K)
Filed 2026-10-15
Sunrise Financial Services, LLC
DECREASED
Shares633 from 643
Change-10 (-2%)
Value$167.6K (+$4.3K)
Filed 2026-10-21
Retirement Wealth Solutions LLC
INCREASED
Shares629 from 525
Change+104 (+20%)
Value$166.6K (+$33.2K)
Filed 2026-10-07
Cypress Capital Management LLC (WY)
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$161.8K (+$6.6K)
Filed 2026-11-09
PlanVest Financial, Inc
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$158.6K (+$6.6K)
Filed 2026-11-09
Prudent Man Investment Management, Inc.
INCREASED
Shares589 from 350
Change+239 (+68%)
Value$155.9K (+$83.5K)
Filed 2026-11-03
Aspect Partners, LLC
DECREASED
Shares566 from 570
Change-4 (-1%)
Value$149.8K (+$5.1K)
Filed 2026-10-20
Burk Holdings LLC
INCREASED
Shares560 from 452
Change+108 (+24%)
Value$148.3K (+$33.5K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$147.7K (+$6.1K)
Filed 2026-10-26
Pioneer Family Office, LLC
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$147.7K (+$6.0K)
Filed 2026-10-30
Clark Wealth Partners
INCREASED
Shares552 from 444
Change+108 (+24%)
Value$146.2K (+$33.4K)
Filed 2026-10-19
Richardson Capital Management LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$145.6K (+$5.9K)
Filed 2026-10-23
Entrust Financial LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$143.2K (+$5.8K)
Filed 2026-11-04
Alta Capital Management LLC/
NEW
Shares535
Change+535
Value$141.6K
Filed 2026-10-26
Trellis Wealth Advisors LLC
NEW
Shares509
Change+509
Value$134.8K
Filed 2026-10-19
Madden Securities Corp
NEW
Shares506
Change+506
Value$134.0K
Filed 2026-10-27
Cedar Mountain Advisors, LLC
INCREASED
Shares483 from 482
Change+1 (+0%)
Value$127.9K (+$5.3K)
Filed 2026-10-15
Maj Invest Holding A/S
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$124.0K (+$123.9K)
Filed 2026-10-27
Mainstream Capital Management LLC
NEW
Shares460
Change+460
Value$121.8K
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
DECREASED
Shares445 from 591
Change-146 (-25%)
Value$117.9K (-$32.3K)
Filed 2026-11-03
Horrell Capital Management, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$112.5K (+$4.6K)
Filed 2026-10-08
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$112.2K (+$4.6K)
Filed 2026-10-21
Gilpin Wealth Management, LLC
INCREASED
Shares422 from 407
Change+15 (+4%)
Value$111.7K (+$8.4K)
Filed 2026-10-09
Manitou Investment Management Ltd.
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$111.2K (+$4.5K)
Filed 2026-10-15
3 Factor Indexing, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$111.2K (+$4.5K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$107.2K (+$4.4K)
Filed 2026-10-22
Fairway Wealth LLC
INCREASED
Shares384 from 105
Change+279 (+266%)
Value$101.7K (+$75.0K)
Filed 2026-10-30
Creative Capital Management Investments LLC
INCREASED
Shares383 from 311
Change+72 (+23%)
Value$101.4K (+$22.4K)
Filed 2026-10-28
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$100.9K (+$3.1K)
Filed 2026-10-01
Midwest Capital Advisors, LLC
INCREASED
Shares378 from 348
Change+30 (+9%)
Value$100.1K (+$11.7K)
Filed 2026-11-04
Antipodes Partners Ltd
DECREASED
Shares375 from 91,816
Change-91,441 (-100%)
Value$99.3K (-$23.2M)
Filed 2026-11-05
United Financial Planning Group LLC
INCREASED
Shares360 from 339
Change+21 (+6%)
Value$95.3K (+$9.2K)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
NEW
Shares347
Change+347
Value$91.9K
Filed 2026-10-20
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$90.9K (+$3.6K)
Filed 2026-10-14
Aventus Investment Advisors, Inc.
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$90.0K (+$3.7K)
Filed 2026-10-09
Wealth Analytics Partners, LLC
NEW
Shares329
Change+329
Value$87.1K
Filed 2026-10-19
AXS Investments LLC
DECREASED
Shares316 from 367
Change-51 (-14%)
Value$83.7K (-$9.5K)
Filed 2026-11-04
Jcic Asset Management Inc.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$83.4K (+$6.4K)
Filed 2026-10-30
Goodman Advisory Group, LLC
NEW
Shares304
Change+304
Value$80.5K
Filed 2026-11-02
Mizuho Securities Co. Ltd.
NEW
Shares300
Change+300
Value$79.4K
Filed 2026-11-04
Groesbeck Investment Management Corp
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$79.0K (+$78.9K)
Filed 2026-10-26
Fiduciary Advisors, Inc.
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$78.6K (+$3.2K)
Filed 2026-10-16
Brown Shipley& Co Ltd
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$74.1K (+$3.0K)
Filed 2026-10-09
Activest Wealth Management
INCREASED
Shares274 from 259
Change+15 (+6%)
Value$72.5K (+$6.8K)
Filed 2026-10-15
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$72.5K (+$3.0K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
DECREASED
Shares268 from 1,032
Change-764 (-74%)
Value$71.0K (-$191.2K)
Filed 2026-10-26
Torren Management, LLC
INCREASED
Shares255 from 254
Change+1 (+0%)
Value$67.5K (+$3.0K)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
DECREASED
Shares254 from 259
Change-5 (-2%)
Value$67.2K (+$1.4K)
Filed 2026-11-02
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares240 from 284
Change-44 (-15%)
Value$63.5K (-$8.6K)
Filed 2026-11-06
RHL Group, LLC
INCREASED
Shares221 from 216
Change+5 (+2%)
Value$58.5K (+$3.7K)
Filed 2026-11-04
Polaris Financial Partners
NEW
Shares209
Change+209
Value$56
Filed 2026-10-02
Hyposwiss Advisors SA
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$54.3K (+$2.2K)
Filed 2026-10-26
Hanseatic Management Services Inc
NEW
Shares196
Change+196
Value$51.9K
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares192 from 169
Change+23 (+14%)
Value$50.8K (+$7.9K)
Filed 2026-10-20
Syntax Research, Inc.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$50.3K (+$2.0K)
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
NEW
Shares181
Change+181
Value$47.9K
Filed 2026-11-05
Highland Investment Advisors LLC
DECREASED
Shares175 from 311
Change-136 (-44%)
Value$46.3K (-$32.8K)
Filed 2026-11-09
Newton One Investments LLC
INCREASED
Shares174 from 154
Change+20 (+13%)
Value$46.2K (+$7.1K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED
Shares169 from 154
Change+15 (+10%)
Value$44.8K (+$5.7K)
Filed 2026-10-27
Paladin Partners, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$43.2K (+$1.8K)
Filed 2026-10-06
Montgomery Financial Services LLC
DECREASED
Shares157 from 171
Change-14 (-8%)
Value$41.6K (-$1.9K)
Filed 2026-11-03
Robbins Farley
INCREASED
Shares154 from 150
Change+4 (+3%)
Value$40.8K (+$2.7K)
Filed 2026-10-21
Summit Securities Group LLC
NEW
Shares150
Change+150
Value$39.7K
Filed 2026-11-05
Matrix Trust Co
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$40.0K (+$40.0K)
Filed 2026-10-07
Navigoe, LLC
INCREASED
Shares146 from 91
Change+55 (+60%)
Value$38 (-$23.0K)
Filed 2026-11-04
Bear Mountain Capital, Inc.
INCREASED
Shares131 from 130
Change+1 (+1%)
Value$33.4K (+$385)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$32.8K (+$1.3K)
Filed 2026-10-01
Blueline Advisors LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$31.8K (+$1.3K)
Filed 2026-10-15
Fairman Group, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$27.5K (+$1.1K)
Filed 2026-10-26
Finley Financial, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$26.9K (+$488)
Filed 2026-10-28
Downshift Financial, LLC
INCREASED
Shares102 from 89
Change+13 (+15%)
Value$27.0K (+$4.4K)
Filed 2026-10-13
GGM Financial LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$26.5K (+$1.1K)
Filed 2026-11-05
Cornerstone National Bank & Trust Co
INCREASED
Shares85 from 75
Change+10 (+13%)
Value$22.0K (+$2.9K)
Filed 2026-10-20
Park Square Financial Group, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$21.4K (+$872)
Filed 2026-11-09
WestEnd Advisors, LLC
INCREASED
Shares78 from 72
Change+6 (+8%)
Value$20.7K (+$2.4K)
Filed 2026-10-27
Western Pacific Wealth Management, LP
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$19.9K (+$808)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED
Shares72 from 94
Change-22 (-23%)
Value$19.1K (-$4.8K)
Filed 2026-11-03
Vima LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$15.6K (+$636)
Filed 2026-10-23
McCarley & Cook Financial Planners
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$14.6K (+$593)
Filed 2026-10-21
MilWealth Group LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$13.2K (+$538)
Filed 2026-11-02
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$13.2K (+$538)
Filed 2026-10-23
Bare Financial Services, Inc
INCREASED
Shares48 from 43
Change+5 (+12%)
Value$12.7K (+$1.8K)
Filed 2026-11-04
PayPay Securities Corp
DECREASED
Shares45 from 46
Change-1 (-2%)
Value$11.9K (+$230)
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares43 from 31
Change+12 (+39%)
Value$11.4K (+$3.5K)
Filed 2026-10-28
Team Financial Group, LLC
NEW
Shares42
Change+42
Value$11.2K
Filed 2026-10-30
Ironwood Wealth Management, Inc.
NEW
Shares30
Change+30
Value$7.7K
Filed 2026-10-14
Sankala Group LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$7.9K (-$187)
Filed 2026-11-09
POM Investment Strategies, LLC
DECREASED
Shares28 from 37
Change-9 (-24%)
Value$7.5K (-$2.0K)
Filed 2026-10-20
Networth Advisors, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$6.9K (+$314)
Filed 2026-11-03
Miller Wealth Advisors, LLC
DECREASED
Shares25 from 26
Change-1 (-4%)
Value$6.6K (+$16)
Filed 2026-11-02
Luminist Capital LLC
DECREASED
Shares24 from 85
Change-61 (-72%)
Value$6.5K (-$15.2K)
Filed 2026-11-10
Palladiem, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$5.0K (+$205)
Filed 2026-11-09
Atlantic Private Wealth, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.7K (+$152)
Filed 2026-11-09
Smith Group Asset Management, LLC
CLOSED
Shares0 from 159,696
Change-159,696 (-100%)
Value$0 (-$40.6M)
Filed 2026-10-27
Kinsale Capital Group, Inc.
CLOSED
Shares0 from 84,464
Change-84,464 (-100%)
Value$0 (-$21.5M)
Filed 2026-11-04
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 21,236
Change-21,236 (-100%)
Value$0 (-$5.4M)
Filed 2026-10-21
Wellington Shields & Co., LLC
CLOSED
Shares0 from 17,288
Change-17,288 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-03
Solidarity Wealth, LLC
CLOSED
Shares0 from 15,532
Change-15,532 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-15
OMC Financial Services LTD
CLOSED
Shares0 from 13,362
Change-13,362 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-19
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 12,573
Change-12,573 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-03
Arbor Capital Management Inc
CLOSED
Shares0 from 10,212
Change-10,212 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-21
Leonteq Securities AG
CLOSED
Shares0 from 7,758
Change-7,758 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-29
Phocas Financial Corp.
CLOSED
Shares0 from 5,449
Change-5,449 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-09
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 4,438
Change-4,438 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Dara Capital US, Inc.
CLOSED
Shares0 from 3,588
Change-3,588 (-100%)
Value$0 (-$911.2K)
Filed 2026-10-29
Krane Funds Advisors LLC
CLOSED
Shares0 from 3,532
Change-3,532 (-100%)
Value$0 (-$897.0K)
Filed 2026-11-09
Cynosure Group, LLC
CLOSED
Shares0 from 3,180
Change-3,180 (-100%)
Value$0 (-$807.6K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 2,986
Change-2,986 (-100%)
Value$0 (-$758.4K)
Filed 2026-10-29
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,952
Change-2,952 (-100%)
Value$0 (-$749.7K)
Filed 2026-10-27
Newport Capital Group, LLC
CLOSED
Shares0 from 2,701
Change-2,701 (-100%)
Value$0 (-$685.8K)
Filed 2026-10-16
Tactive Advisors, LLC
CLOSED
Shares0 from 2,676
Change-2,676 (-100%)
Value$0 (-$679.6K)
Filed 2026-10-08
Provident Investment Management, Inc.
CLOSED
Shares0 from 2,397
Change-2,397 (-100%)
Value$0 (-$608.8K)
Filed 2026-10-23
First Growth Capital LLC
CLOSED
Shares0 from 2,131
Change-2,131 (-100%)
Value$0 (-$541.1K)
Filed 2026-10-15
Sanchez Wealth Management Group
CLOSED
Shares0 from 1,751
Change-1,751 (-100%)
Value$0 (-$444.6K)
Filed 2026-11-02
Waycross Partners, LLC
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$431.7K)
Filed 2026-11-03
Intentional Wealth Strategies, LLC
CLOSED
Shares0 from 1,671
Change-1,671 (-100%)
Value$0 (-$424.4K)
Filed 2026-11-09
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 1,421
Change-1,421 (-100%)
Value$0 (-$360.9K)
Filed 2026-11-05
Laurion Capital Management LP
CLOSED
Shares0 from 1,417
Change-1,417 (-100%)
Value$0 (-$359.9K)
Filed 2026-10-30
Overbrook Management Corp
CLOSED
Shares0 from 1,407
Change-1,407 (-100%)
Value$0 (-$357.3K)
Filed 2026-10-08
Hofer & Associates. Inc
CLOSED
Shares0 from 1,215
Change-1,215 (-100%)
Value$0 (-$308.5K)
Filed 2026-10-13
Bayshore Asset Management, LLC
CLOSED
Shares0 from 1,183
Change-1,183 (-100%)
Value$0 (-$300.4K)
Filed 2026-11-03
BankPlus Wealth Management LLC
CLOSED
Shares0 from 1,167
Change-1,167 (-100%)
Value$0 (-$296.4K)
Filed 2026-10-13
Ldic Inc.
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$279.4K)
Filed 2026-10-14
Corecam Pte. Ltd.
CLOSED
Shares0 from 1,090
Change-1,090 (-100%)
Value$0 (-$276.8K)
Filed 2026-10-23
One Degree Advisors Inc
CLOSED
Shares0 from 1,079
Change-1,079 (-100%)
Value$0 (-$273.0K)
Filed 2026-11-06
Attessa Capital LLC
CLOSED
Shares0 from 1,075
Change-1,075 (-100%)
Value$0 (-$273.0K)
Filed 2026-10-09
Sherman Asset Management, Inc.
CLOSED
Shares0 from 989
Change-989 (-100%)
Value$0 (-$251.2K)
Filed 2026-11-05
Lane Brothers & Co Inc
CLOSED
Shares0 from 985
Change-985 (-100%)
Value$0 (-$250.1K)
Filed 2026-11-02
Variant Private Wealth, LLC
CLOSED
Shares0 from 981
Change-981 (-100%)
Value$0 (-$249.1K)
Filed 2026-10-21
BancFirst Trust & Investment Management
CLOSED
Shares0 from 980
Change-980 (-100%)
Value$0 (-$253.3K)
Filed 2026-10-30
Scarborough Advisors, LLC
CLOSED
Shares0 from 937
Change-937 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-16
Sunesis Advisors, LLC
CLOSED
Shares0 from 888
Change-888 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-26
Cooksen Wealth, LLC
CLOSED
Shares0 from 867
Change-867 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-13
Gaddis Premier Wealth Advisors LLC
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-29
Mascagni Wealth Management, Inc.
CLOSED
Shares0 from 853
Change-853 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-23
Collaborative Capital Advisors LLC
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$215.8K)
Filed 2026-11-06
Ayrshire Capital Management LLC
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-20
Trust Co of Kansas
CLOSED
Shares0 from 807
Change-807 (-100%)
Value$0 (-$205.0K)
Filed 2026-11-06
Portfolio Strategies, Inc.
CLOSED
Shares0 from 798
Change-798 (-100%)
Value$0 (-$202.7K)
Filed 2026-11-06
Aureum Wealth Management, LLC
CLOSED
Shares0 from 792
Change-792 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-15
Arlington Partners LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$165.1K)
Filed 2026-10-20
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 517
Change-517 (-100%)
Value$0 (-$106)
Filed 2026-11-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 509
Change-509 (-100%)
Value$0 (-$129.0K)
Filed 2026-11-06
Merrithew & Thorsten Inc
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$73.0K)
Filed 2026-11-06
Bullseye Investment Management, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$63.5K)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 234
Change-234 (-100%)
Value$0 (-$59.4K)
Filed 2026-11-02
Decker Retirement Planning Inc.
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$58.4K)
Filed 2026-10-19
Whipplewood Advisors, LLC
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$37.3K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$30.1K)
Filed 2026-10-29
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$5)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-16
Strategic Advocates LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-03
Cornerstone Wealth Partners, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.5M (+$181.0K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 212,098,264
Change-212,098,264 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 157,226,374
Change-157,226,374 (-100%)
Value—
State Street Corp
N/A
Shares— from 133,776,025
Change-133,776,025 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 64,370,816
Change-64,370,816 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 58,301,609
Change-58,301,609 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 44,808,254
Change-44,808,254 (-100%)
Value—
Norges Bank
N/A
Shares— from 31,825,084
Change-31,825,084 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 31,590,952
Change-31,590,952 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 28,792,064
Change-28,792,064 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,438,141
Change-23,438,141 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 22,996,878
Change-22,996,878 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 22,588,696
Change-22,588,696 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 19,722,544
Change-19,722,544 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 19,286,904
Change-19,286,904 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 19,126,165
Change-19,126,165 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,416,123
Change-18,416,123 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,374,433
Change-17,374,433 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 15,674,093
Change-15,674,093 (-100%)
Value—
Capital World Investors
N/A
Shares— from 15,215,015
Change-15,215,015 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 13,517,070
Change-13,517,070 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,401,691
Change-13,401,691 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,211,475
Change-13,211,475 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,036,891
Change-11,036,891 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 10,539,098
Change-10,539,098 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,114,310
Change-10,114,310 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,086,602
Change-10,086,602 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 9,006,497
Change-9,006,497 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 8,164,545
Change-8,164,545 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 7,746,487
Change-7,746,487 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 7,110,133
Change-7,110,133 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,867,265
Change-6,867,265 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 6,793,407
Change-6,793,407 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 5,378,305
Change-5,378,305 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 5,343,260
Change-5,343,260 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 5,284,214
Change-5,284,214 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,280,140
Change-5,280,140 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,244,145
Change-5,244,145 (-100%)
Value—
National Pension Service
N/A
Shares— from 5,226,968
Change-5,226,968 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 4,969,982
Change-4,969,982 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 4,960,069
Change-4,960,069 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,910,996
Change-4,910,996 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 4,891,125
Change-4,891,125 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 4,865,646
Change-4,865,646 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 4,799,159
Change-4,799,159 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,454,737
Change-4,454,737 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,126,113
Change-4,126,113 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,780,752
Change-3,780,752 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,746,452
Change-3,746,452 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 3,714,961
Change-3,714,961 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 3,563,268
Change-3,563,268 (-100%)
Value—
Independent Franchise Partners LLP
N/A
Shares— from 3,043,186
Change-3,043,186 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,989,537
Change-2,989,537 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,945,732
Change-2,945,732 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,907,803
Change-2,907,803 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,843,846
Change-2,843,846 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,799,362
Change-2,799,362 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 2,566,595
Change-2,566,595 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,438,843
Change-2,438,843 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 2,259,196
Change-2,259,196 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,205,062
Change-2,205,062 (-100%)
Value—
Aviva PLC
N/A
Shares— from 2,162,709
Change-2,162,709 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 2,162,034
Change-2,162,034 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,064,646
Change-2,064,646 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 2,047,401
Change-2,047,401 (-100%)
Value—
Capital International Investors
N/A
Shares— from 2,040,519
Change-2,040,519 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,962,221
Change-1,962,221 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,940,998
Change-1,940,998 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,872,006
Change-1,872,006 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,849,714
Change-1,849,714 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,814,780
Change-1,814,780 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,756,229
Change-1,756,229 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,684,383
Change-1,684,383 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,657,928
Change-1,657,928 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,608,573
Change-1,608,573 (-100%)
Value—
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A
Shares— from 1,600,000
Change-1,600,000 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,549,812
Change-1,549,812 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,500,832
Change-1,500,832 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,488,289
Change-1,488,289 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,477,212
Change-1,477,212 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,442,314
Change-1,442,314 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,415,198
Change-1,415,198 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,364,685
Change-1,364,685 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,352,624
Change-1,352,624 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,314,931
Change-1,314,931 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,312,753
Change-1,312,753 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,286,261
Change-1,286,261 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,284,877
Change-1,284,877 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,284,259
Change-1,284,259 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,268,799
Change-1,268,799 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,261,276
Change-1,261,276 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,189,474
Change-1,189,474 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,174,114
Change-1,174,114 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,173,482
Change-1,173,482 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,153,630
Change-1,153,630 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,137,643
Change-1,137,643 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,133,013
Change-1,133,013 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,127,893
Change-1,127,893 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,113,805
Change-1,113,805 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,094,399
Change-1,094,399 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,054,146
Change-1,054,146 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,050,526
Change-1,050,526 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,035,263
Change-1,035,263 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,031,961
Change-1,031,961 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,028,187
Change-1,028,187 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 1,014,246
Change-1,014,246 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 996,670
Change-996,670 (-100%)
Value—
Commerce Bank
N/A
Shares— from 990,481
Change-990,481 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 983,704
Change-983,704 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 980,465
Change-980,465 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 958,469
Change-958,469 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 953,567
Change-953,567 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 931,576
Change-931,576 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 917,872
Change-917,872 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 912,334
Change-912,334 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 905,317
Change-905,317 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 886,454
Change-886,454 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 875,123
Change-875,123 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 867,007
Change-867,007 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 830,810
Change-830,810 (-100%)
Value—
&partners
N/A
Shares— from 809,873
Change-809,873 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 793,471
Change-793,471 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 788,126
Change-788,126 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 783,595
Change-783,595 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 783,288
Change-783,288 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 761,198
Change-761,198 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 761,144
Change-761,144 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 753,095
Change-753,095 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 752,337
Change-752,337 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 748,793
Change-748,793 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 732,891
Change-732,891 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 708,767
Change-708,767 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 704,715
Change-704,715 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 691,961
Change-691,961 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 688,542
Change-688,542 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 687,227
Change-687,227 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 669,135
Change-669,135 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 650,036
Change-650,036 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 644,520
Change-644,520 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 642,722
Change-642,722 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 640,368
Change-640,368 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 630,281
Change-630,281 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 594,091
Change-594,091 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 584,500
Change-584,500 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 563,184
Change-563,184 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 550,760
Change-550,760 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 548,420
Change-548,420 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 546,930
Change-546,930 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 544,175
Change-544,175 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 527,334
Change-527,334 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 526,560
Change-526,560 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 524,387
Change-524,387 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 519,951
Change-519,951 (-100%)
Value—
Man Group plc
N/A
Shares— from 517,830
Change-517,830 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 517,230
Change-517,230 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 511,025
Change-511,025 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 510,682
Change-510,682 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 491,072
Change-491,072 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 490,900
Change-490,900 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 468,190
Change-468,190 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 461,457
Change-461,457 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 450,629
Change-450,629 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 447,481
Change-447,481 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 444,151
Change-444,151 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 440,815
Change-440,815 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 425,563
Change-425,563 (-100%)
Value—
Tri Locum Partners LP
N/A
Shares— from 424,945
Change-424,945 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 423,010
Change-423,010 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 412,665
Change-412,665 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 408,511
Change-408,511 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 408,000
Change-408,000 (-100%)
Value—
Prudential PLC
N/A
Shares— from 400,991
Change-400,991 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 397,098
Change-397,098 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 393,933
Change-393,933 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 391,709
Change-391,709 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 390,256
Change-390,256 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 387,249
Change-387,249 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 386,656
Change-386,656 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 382,411
Change-382,411 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 382,377
Change-382,377 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 377,680
Change-377,680 (-100%)
Value—
EFG International AG
N/A
Shares— from 374,628
Change-374,628 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 369,333
Change-369,333 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 365,854
Change-365,854 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 365,648
Change-365,648 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 364,217
Change-364,217 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 363,570
Change-363,570 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 362,129
Change-362,129 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 361,104
Change-361,104 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 353,177
Change-353,177 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 348,850
Change-348,850 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 348,528
Change-348,528 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 345,519
Change-345,519 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 336,570
Change-336,570 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 335,504
Change-335,504 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 333,906
Change-333,906 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 326,790
Change-326,790 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 326,298
Change-326,298 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 326,117
Change-326,117 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 323,091
Change-323,091 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 317,105
Change-317,105 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 315,500
Change-315,500 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 314,877
Change-314,877 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 309,314
Change-309,314 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 308,230
Change-308,230 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 307,423
Change-307,423 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 306,145
Change-306,145 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 302,628
Change-302,628 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 302,558
Change-302,558 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 297,561
Change-297,561 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 297,107
Change-297,107 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 280,450
Change-280,450 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 277,688
Change-277,688 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 276,623
Change-276,623 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 274,166
Change-274,166 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 266,023
Change-266,023 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 265,811
Change-265,811 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 263,443
Change-263,443 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 258,233
Change-258,233 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 255,223
Change-255,223 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 251,838
Change-251,838 (-100%)
Value—
Allstate Corp
N/A
Shares— from 249,928
Change-249,928 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 249,911
Change-249,911 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 248,443
Change-248,443 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 246,132
Change-246,132 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 242,836
Change-242,836 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 236,219
Change-236,219 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 232,434
Change-232,434 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 229,968
Change-229,968 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 229,115
Change-229,115 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 228,108
Change-228,108 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 228,001
Change-228,001 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 219,688
Change-219,688 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 218,107
Change-218,107 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 216,207
Change-216,207 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 213,596
Change-213,596 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 211,363
Change-211,363 (-100%)
Value—
Stephens Inc
N/A
Shares— from 210,285
Change-210,285 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 208,589
Change-208,589 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 207,122
Change-207,122 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 203,267
Change-203,267 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 201,691
Change-201,691 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 200,512
Change-200,512 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 198,681
Change-198,681 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 194,235
Change-194,235 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 191,502
Change-191,502 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 191,013
Change-191,013 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 188,640
Change-188,640 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 186,150
Change-186,150 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 184,823
Change-184,823 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 184,122
Change-184,122 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 183,172
Change-183,172 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 180,687
Change-180,687 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 178,793
Change-178,793 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 174,058
Change-174,058 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 172,754
Change-172,754 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 172,604
Change-172,604 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 171,882
Change-171,882 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 170,334
Change-170,334 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 169,381
Change-169,381 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 166,020
Change-166,020 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 160,633
Change-160,633 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 159,049
Change-159,049 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 157,659
Change-157,659 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 156,414
Change-156,414 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 155,000
Change-155,000 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 151,923
Change-151,923 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 150,334
Change-150,334 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 146,636
Change-146,636 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 144,824
Change-144,824 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 143,254
Change-143,254 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 142,858
Change-142,858 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 142,327
Change-142,327 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 139,478
Change-139,478 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 139,429
Change-139,429 (-100%)
Value—
Catalio Capital Management, LP
N/A
Shares— from 138,946
Change-138,946 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 138,783
Change-138,783 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 138,212
Change-138,212 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 137,584
Change-137,584 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 136,792
Change-136,792 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 135,819
Change-135,819 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 134,256
Change-134,256 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 130,485
Change-130,485 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 130,109
Change-130,109 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 129,663
Change-129,663 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 127,432
Change-127,432 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 127,317
Change-127,317 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 125,880
Change-125,880 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 123,348
Change-123,348 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 123,193
Change-123,193 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 120,243
Change-120,243 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 119,066
Change-119,066 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 118,886
Change-118,886 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 117,192
Change-117,192 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 116,198
Change-116,198 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 114,657
Change-114,657 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 114,607
Change-114,607 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 113,876
Change-113,876 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 113,733
Change-113,733 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 113,724
Change-113,724 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 113,695
Change-113,695 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 112,030
Change-112,030 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 109,396
Change-109,396 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 109,067
Change-109,067 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 108,989
Change-108,989 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 106,466
Change-106,466 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 105,306
Change-105,306 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 105,264
Change-105,264 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 104,526
Change-104,526 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 103,280
Change-103,280 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 102,279
Change-102,279 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 101,693
Change-101,693 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 101,254
Change-101,254 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 100,512
Change-100,512 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 100,260
Change-100,260 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 100,148
Change-100,148 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 99,291
Change-99,291 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 98,608
Change-98,608 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 95,241
Change-95,241 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 94,450
Change-94,450 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 94,220
Change-94,220 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 94,143
Change-94,143 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 93,168
Change-93,168 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 92,077
Change-92,077 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 90,804
Change-90,804 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 90,610
Change-90,610 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 89,720
Change-89,720 (-100%)
Value—
Allianz SE
N/A
Shares— from 89,438
Change-89,438 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 89,403
Change-89,403 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 88,578
Change-88,578 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 87,186
Change-87,186 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 86,589
Change-86,589 (-100%)
Value—
Atle Fund Management AB
N/A
Shares— from 85,425
Change-85,425 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 85,398
Change-85,398 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 85,199
Change-85,199 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 84,238
Change-84,238 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 83,309
Change-83,309 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 82,882
Change-82,882 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 82,341
Change-82,341 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 82,258
Change-82,258 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 81,643
Change-81,643 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 80,050
Change-80,050 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 79,926
Change-79,926 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 79,895
Change-79,895 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 78,892
Change-78,892 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 78,424
Change-78,424 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 78,182
Change-78,182 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 77,179
Change-77,179 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 75,730
Change-75,730 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 75,399
Change-75,399 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 75,019
Change-75,019 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 74,920
Change-74,920 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 74,772
Change-74,772 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 74,534
Change-74,534 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 74,509
Change-74,509 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 73,501
Change-73,501 (-100%)
Value—
Fairfax Financial Holdings LTD/ CAN
N/A
Shares— from 73,400
Change-73,400 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 73,076
Change-73,076 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 72,502
Change-72,502 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 72,500
Change-72,500 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 72,050
Change-72,050 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 71,998
Change-71,998 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 71,666
Change-71,666 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 70,522
Change-70,522 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 69,837
Change-69,837 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 69,174
Change-69,174 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 68,370
Change-68,370 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 68,219
Change-68,219 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 66,643
Change-66,643 (-100%)
Value—
Lone Peak Global Investors LLC
N/A
Shares— from 66,091
Change-66,091 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 66,025
Change-66,025 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 65,778
Change-65,778 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 65,715
Change-65,715 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 65,349
Change-65,349 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 64,905
Change-64,905 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 64,265
Change-64,265 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 64,187
Change-64,187 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 64,152
Change-64,152 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 63,970
Change-63,970 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 63,682
Change-63,682 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 63,190
Change-63,190 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 63,046
Change-63,046 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 62,933
Change-62,933 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 62,902
Change-62,902 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 62,778
Change-62,778 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 62,731
Change-62,731 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 62,551
Change-62,551 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 62,412
Change-62,412 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 60,862
Change-60,862 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 60,567
Change-60,567 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 60,481
Change-60,481 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 60,314
Change-60,314 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 60,120
Change-60,120 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 59,881
Change-59,881 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 59,597
Change-59,597 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 59,477
Change-59,477 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 58,877
Change-58,877 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 58,848
Change-58,848 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 58,659
Change-58,659 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 58,294
Change-58,294 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 58,227
Change-58,227 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 58,039
Change-58,039 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 57,950
Change-57,950 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 57,899
Change-57,899 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 57,345
Change-57,345 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 57,332
Change-57,332 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 57,057
Change-57,057 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 57,018
Change-57,018 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 56,927
Change-56,927 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 56,091
Change-56,091 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 56,007
Change-56,007 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 55,737
Change-55,737 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 55,734
Change-55,734 (-100%)
Value—
United Bank
N/A
Shares— from 54,544
Change-54,544 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 54,323
Change-54,323 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 53,838
Change-53,838 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 53,762
Change-53,762 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 52,966
Change-52,966 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 52,948
Change-52,948 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 52,767
Change-52,767 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 51,624
Change-51,624 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 51,246
Change-51,246 (-100%)
Value—
Summitry LLC
N/A
Shares— from 51,089
Change-51,089 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 50,589
Change-50,589 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 50,162
Change-50,162 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 49,991
Change-49,991 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 49,900
Change-49,900 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 49,826
Change-49,826 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 49,706
Change-49,706 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 49,167
Change-49,167 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 48,385
Change-48,385 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 48,282
Change-48,282 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 47,859
Change-47,859 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 47,625
Change-47,625 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 47,610
Change-47,610 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 47,287
Change-47,287 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 47,173
Change-47,173 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 47,169
Change-47,169 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 47,126
Change-47,126 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 46,955
Change-46,955 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 46,726
Change-46,726 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 45,781
Change-45,781 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 45,340
Change-45,340 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 45,256
Change-45,256 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 45,099
Change-45,099 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 45,046
Change-45,046 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 44,594
Change-44,594 (-100%)
Value—
BNP Paribas
N/A
Shares— from 44,551
Change-44,551 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 43,876
Change-43,876 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 43,862
Change-43,862 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 43,754
Change-43,754 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 43,515
Change-43,515 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 43,175
Change-43,175 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 43,125
Change-43,125 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 42,812
Change-42,812 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 42,607
Change-42,607 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 42,565
Change-42,565 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 42,477
Change-42,477 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 42,382
Change-42,382 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 42,329
Change-42,329 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 41,948
Change-41,948 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 41,683
Change-41,683 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 41,254
Change-41,254 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 41,193
Change-41,193 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 41,061
Change-41,061 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 40,998
Change-40,998 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 40,946
Change-40,946 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 40,855
Change-40,855 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 40,142
Change-40,142 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 39,901
Change-39,901 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 39,841
Change-39,841 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 39,796
Change-39,796 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 39,734
Change-39,734 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 39,177
Change-39,177 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 38,959
Change-38,959 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 38,703
Change-38,703 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 38,698
Change-38,698 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 38,394
Change-38,394 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 38,358
Change-38,358 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 37,974
Change-37,974 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 37,425
Change-37,425 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 37,360
Change-37,360 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 37,154
Change-37,154 (-100%)
Value—
Calydon Capital
N/A
Shares— from 36,979
Change-36,979 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 36,682
Change-36,682 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 36,608
Change-36,608 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 36,605
Change-36,605 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 36,425
Change-36,425 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 36,353
Change-36,353 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 36,256
Change-36,256 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 36,037
Change-36,037 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 36,030
Change-36,030 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 35,772
Change-35,772 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 35,436
Change-35,436 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 35,393
Change-35,393 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 35,204
Change-35,204 (-100%)
Value—
Simmons Bank
N/A
Shares— from 35,136
Change-35,136 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 34,909
Change-34,909 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 34,467
Change-34,467 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 34,417
Change-34,417 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 34,221
Change-34,221 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 34,019
Change-34,019 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 33,867
Change-33,867 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 33,539
Change-33,539 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 33,502
Change-33,502 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 33,237
Change-33,237 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 33,173
Change-33,173 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 33,156
Change-33,156 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 32,918
Change-32,918 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 32,917
Change-32,917 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 32,538
Change-32,538 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 32,347
Change-32,347 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 32,155
Change-32,155 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 32,155
Change-32,155 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 31,986
Change-31,986 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 31,769
Change-31,769 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 31,490
Change-31,490 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 31,433
Change-31,433 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 31,341
Change-31,341 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 31,183
Change-31,183 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 31,084
Change-31,084 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 30,977
Change-30,977 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 30,976
Change-30,976 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 30,972
Change-30,972 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 30,800
Change-30,800 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 30,573
Change-30,573 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 30,416
Change-30,416 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 30,391
Change-30,391 (-100%)
Value—
LRT Capital Management, LLC
N/A
Shares— from 30,168
Change-30,168 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 30,024
Change-30,024 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 29,987
Change-29,987 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 29,985
Change-29,985 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 29,954
Change-29,954 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 29,374
Change-29,374 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 29,210
Change-29,210 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 29,199
Change-29,199 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 29,103
Change-29,103 (-100%)
Value—
American Trust
N/A
Shares— from 29,039
Change-29,039 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 28,919
Change-28,919 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 28,917
Change-28,917 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 28,831
Change-28,831 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 28,718
Change-28,718 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 28,709
Change-28,709 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 28,709
Change-28,709 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 28,686
Change-28,686 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 28,682
Change-28,682 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 28,615
Change-28,615 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 28,599
Change-28,599 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 28,318
Change-28,318 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 28,164
Change-28,164 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 28,155
Change-28,155 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 28,114
Change-28,114 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 27,913
Change-27,913 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 27,830
Change-27,830 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 27,812
Change-27,812 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 27,516
Change-27,516 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 27,510
Change-27,510 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 27,439
Change-27,439 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 27,271
Change-27,271 (-100%)
Value—
Paradigm Capital Management Inc
N/A
Shares— from 27,200
Change-27,200 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 27,164
Change-27,164 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 26,901
Change-26,901 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 26,845
Change-26,845 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 26,800
Change-26,800 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 26,711
Change-26,711 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 26,686
Change-26,686 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 26,544
Change-26,544 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 26,272
Change-26,272 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 26,121
Change-26,121 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 26,110
Change-26,110 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 26,009
Change-26,009 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 25,712
Change-25,712 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 25,667
Change-25,667 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 25,663
Change-25,663 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 25,662
Change-25,662 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 25,310
Change-25,310 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 25,176
Change-25,176 (-100%)
Value—
Bamco Inc
N/A
Shares— from 25,172
Change-25,172 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 25,165
Change-25,165 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 25,158
Change-25,158 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 25,011
Change-25,011 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 24,887
Change-24,887 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 24,807
Change-24,807 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 24,785
Change-24,785 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 24,544
Change-24,544 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 24,474
Change-24,474 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 24,382
Change-24,382 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 24,186
Change-24,186 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 23,958
Change-23,958 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 23,900
Change-23,900 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 23,812
Change-23,812 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 23,792
Change-23,792 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 23,591
Change-23,591 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 23,426
Change-23,426 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 23,321
Change-23,321 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 23,313
Change-23,313 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 23,246
Change-23,246 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 23,180
Change-23,180 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 23,026
Change-23,026 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 22,989
Change-22,989 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 22,746
Change-22,746 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 22,637
Change-22,637 (-100%)
Value—
Artia Global Partners LP
N/A
Shares— from 22,600
Change-22,600 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 22,580
Change-22,580 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 22,532
Change-22,532 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 22,507
Change-22,507 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 22,450
Change-22,450 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 22,399
Change-22,399 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 22,360
Change-22,360 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 22,279
Change-22,279 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 22,094
Change-22,094 (-100%)
Value—
Diadema Partners LP
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 21,959
Change-21,959 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 21,897
Change-21,897 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 21,838
Change-21,838 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 21,732
Change-21,732 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 21,450
Change-21,450 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 21,418
Change-21,418 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 21,130
Change-21,130 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 20,987
Change-20,987 (-100%)
Value—
Dodge & COX
N/A
Shares— from 20,947
Change-20,947 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 20,946
Change-20,946 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 20,931
Change-20,931 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 20,901
Change-20,901 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 20,892
Change-20,892 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 20,745
Change-20,745 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 20,696
Change-20,696 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 20,387
Change-20,387 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 20,128
Change-20,128 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 20,127
Change-20,127 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 20,074
Change-20,074 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 20,038
Change-20,038 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 20,023
Change-20,023 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 19,763
Change-19,763 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 19,637
Change-19,637 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 19,555
Change-19,555 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 19,551
Change-19,551 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 19,501
Change-19,501 (-100%)
Value—
FCA Corp
N/A
Shares— from 19,411
Change-19,411 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 19,345
Change-19,345 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 19,191
Change-19,191 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 19,172
Change-19,172 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 18,956
Change-18,956 (-100%)
Value—
Ossiam
N/A
Shares— from 18,853
Change-18,853 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 18,662
Change-18,662 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 18,644
Change-18,644 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 18,371
Change-18,371 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 18,218
Change-18,218 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 18,203
Change-18,203 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 18,143
Change-18,143 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 18,135
Change-18,135 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 17,959
Change-17,959 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 17,904
Change-17,904 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 17,475
Change-17,475 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 17,372
Change-17,372 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 17,251
Change-17,251 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 17,243
Change-17,243 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 17,045
Change-17,045 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 16,971
Change-16,971 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 16,957
Change-16,957 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 16,621
Change-16,621 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 16,598
Change-16,598 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 16,469
Change-16,469 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 16,410
Change-16,410 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 16,380
Change-16,380 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 16,373
Change-16,373 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 16,144
Change-16,144 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 16,077
Change-16,077 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 16,069
Change-16,069 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 16,066
Change-16,066 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 15,975
Change-15,975 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 15,944
Change-15,944 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 15,923
Change-15,923 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 15,917
Change-15,917 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 15,782
Change-15,782 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 15,679
Change-15,679 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 15,508
Change-15,508 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 15,424
Change-15,424 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 15,177
Change-15,177 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 15,152
Change-15,152 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 15,069
Change-15,069 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 15,045
Change-15,045 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 15,013
Change-15,013 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 14,904
Change-14,904 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 14,871
Change-14,871 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 14,786
Change-14,786 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 14,755
Change-14,755 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 14,650
Change-14,650 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 14,639
Change-14,639 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 14,617
Change-14,617 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 14,466
Change-14,466 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 14,291
Change-14,291 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 14,252
Change-14,252 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 14,182
Change-14,182 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 14,169
Change-14,169 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 14,085
Change-14,085 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 14,009
Change-14,009 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 13,970
Change-13,970 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 13,954
Change-13,954 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 13,712
Change-13,712 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 13,676
Change-13,676 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 13,597
Change-13,597 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 13,580
Change-13,580 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 13,554
Change-13,554 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 13,467
Change-13,467 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 13,431
Change-13,431 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 13,403
Change-13,403 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 13,396
Change-13,396 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 13,367
Change-13,367 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 13,355
Change-13,355 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 13,352
Change-13,352 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 13,322
Change-13,322 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 13,279
Change-13,279 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 13,271
Change-13,271 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 13,266
Change-13,266 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 13,124
Change-13,124 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 13,061
Change-13,061 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 12,879
Change-12,879 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 12,849
Change-12,849 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 12,753
Change-12,753 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 12,722
Change-12,722 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 12,698
Change-12,698 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 12,559
Change-12,559 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 12,555
Change-12,555 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 12,488
Change-12,488 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 12,405
Change-12,405 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,384
Change-12,384 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 12,370
Change-12,370 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 12,305
Change-12,305 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 12,235
Change-12,235 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 12,180
Change-12,180 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 12,152
Change-12,152 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 12,145
Change-12,145 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 12,049
Change-12,049 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 12,027
Change-12,027 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 11,972
Change-11,972 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 11,963
Change-11,963 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 11,932
Change-11,932 (-100%)
Value—
Rogco, LP
N/A
Shares— from 11,871
Change-11,871 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 11,866
Change-11,866 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 11,831
Change-11,831 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 11,815
Change-11,815 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 11,747
Change-11,747 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 11,701
Change-11,701 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 11,471
Change-11,471 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 11,330
Change-11,330 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 11,189
Change-11,189 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 11,076
Change-11,076 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 11,060
Change-11,060 (-100%)
Value—
Ames National Corp
N/A
Shares— from 11,029
Change-11,029 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 11,014
Change-11,014 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 10,973
Change-10,973 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 10,921
Change-10,921 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 10,849
Change-10,849 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 10,651
Change-10,651 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 10,610
Change-10,610 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 10,588
Change-10,588 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 10,547
Change-10,547 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 10,539
Change-10,539 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 10,503
Change-10,503 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 10,479
Change-10,479 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 10,451
Change-10,451 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 10,413
Change-10,413 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 10,403
Change-10,403 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 10,291
Change-10,291 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 10,281
Change-10,281 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 10,273
Change-10,273 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 10,243
Change-10,243 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 10,215
Change-10,215 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 10,191
Change-10,191 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 10,189
Change-10,189 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 10,172
Change-10,172 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 10,157
Change-10,157 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 10,123
Change-10,123 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 10,016
Change-10,016 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,997
Change-9,997 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 9,761
Change-9,761 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 9,737
Change-9,737 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 9,734
Change-9,734 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 9,719
Change-9,719 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 9,705
Change-9,705 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 9,678
Change-9,678 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 9,610
Change-9,610 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 9,601
Change-9,601 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 9,517
Change-9,517 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 9,457
Change-9,457 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 9,407
Change-9,407 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 9,373
Change-9,373 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 9,353
Change-9,353 (-100%)
Value—
GHE, LLC
N/A
Shares— from 9,306
Change-9,306 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 9,201
Change-9,201 (-100%)
Value—
Sprucegrove Investment Management LTD
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Members Trust Co
N/A
Shares— from 9,152
Change-9,152 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 9,046
Change-9,046 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 9,015
Change-9,015 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 8,915
Change-8,915 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 8,802
Change-8,802 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 8,797
Change-8,797 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 8,732
Change-8,732 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 8,614
Change-8,614 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 8,607
Change-8,607 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,572
Change-8,572 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 8,541
Change-8,541 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 8,496
Change-8,496 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 8,486
Change-8,486 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 8,477
Change-8,477 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 8,462
Change-8,462 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 8,418
Change-8,418 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 8,380
Change-8,380 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 8,326
Change-8,326 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 8,318
Change-8,318 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 8,308
Change-8,308 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 8,202
Change-8,202 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,174
Change-8,174 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 8,066
Change-8,066 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 7,992
Change-7,992 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 7,888
Change-7,888 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 7,837
Change-7,837 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 7,824
Change-7,824 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 7,816
Change-7,816 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 7,767
Change-7,767 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 7,668
Change-7,668 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 7,656
Change-7,656 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 7,596
Change-7,596 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 7,564
Change-7,564 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 7,557
Change-7,557 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 7,539
Change-7,539 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 7,501
Change-7,501 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 7,490
Change-7,490 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 7,462
Change-7,462 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 7,395
Change-7,395 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 7,313
Change-7,313 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 7,311
Change-7,311 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 7,271
Change-7,271 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 7,216
Change-7,216 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,183
Change-7,183 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 7,126
Change-7,126 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 7,063
Change-7,063 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 7,026
Change-7,026 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 7,021
Change-7,021 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 6,998
Change-6,998 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 6,994
Change-6,994 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 6,964
Change-6,964 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 6,956
Change-6,956 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 6,945
Change-6,945 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 6,824
Change-6,824 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 6,812
Change-6,812 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 6,744
Change-6,744 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 6,686
Change-6,686 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 6,634
Change-6,634 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,519
Change-6,519 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 6,478
Change-6,478 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,399
Change-6,399 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 6,395
Change-6,395 (-100%)
Value—
Bank OZK
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 6,393
Change-6,393 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 6,239
Change-6,239 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,234
Change-6,234 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 6,201
Change-6,201 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 6,198
Change-6,198 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 6,189
Change-6,189 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 6,087
Change-6,087 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 6,069
Change-6,069 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 6,008
Change-6,008 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 5,803
Change-5,803 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 5,784
Change-5,784 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 5,781
Change-5,781 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,631
Change-5,631 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 5,530
Change-5,530 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 5,463
Change-5,463 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 5,385
Change-5,385 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,374
Change-5,374 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 5,355
Change-5,355 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 5,331
Change-5,331 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,276
Change-5,276 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 5,253
Change-5,253 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 5,249
Change-5,249 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 5,157
Change-5,157 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,135
Change-5,135 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 5,098
Change-5,098 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,088
Change-5,088 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 5,028
Change-5,028 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 4,999
Change-4,999 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,993
Change-4,993 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 4,979
Change-4,979 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,966
Change-4,966 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 4,922
Change-4,922 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 4,917
Change-4,917 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,838
Change-4,838 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 4,833
Change-4,833 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 4,658
Change-4,658 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,549
Change-4,549 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 4,486
Change-4,486 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 4,483
Change-4,483 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 4,431
Change-4,431 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 4,111
Change-4,111 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 4,109
Change-4,109 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 4,099
Change-4,099 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 4,046
Change-4,046 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 4,002
Change-4,002 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,782
Change-3,782 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 3,775
Change-3,775 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 3,749
Change-3,749 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 3,667
Change-3,667 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 3,601
Change-3,601 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 3,341
Change-3,341 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Mirova
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 2,986
Change-2,986 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
YCG, LLC
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 2,818
Change-2,818 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
NCP Inc.
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 2,623
Change-2,623 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Latash Investments, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
S&T Bank
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 2,093
Change-2,093 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
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—
Boothbay Fund Management, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Mayar Capital Ltd.
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,616
Change-1,616 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Diker Management LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 996
Change-996 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 974
Change-974 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 970
Change-970 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Bank of Marin
N/A
Shares— from 961
Change-961 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 957
Change-957 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 955
Change-955 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 949
Change-949 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 943
Change-943 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 943
Change-943 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 936
Change-936 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 930
Change-930 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 920
Change-920 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 909
Change-909 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 906
Change-906 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 887
Change-887 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 875
Change-875 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 873
Change-873 (-100%)
Value—
Flax Pond Capital, LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 865
Change-865 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 864
Change-864 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 854
Change-854 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 828
Change-828 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 823
Change-823 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 823
Change-823 (-100%)
Value—
Avenir Corp
N/A
Shares— from 805
Change-805 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 800
Change-800 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 798
Change-798 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 714
Change-714 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 660
Change-660 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 626
Change-626 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 294
Change-294 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 256
Change-256 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 245
Change-245 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 223
Change-223 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 200
Change-200 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 163
Change-163 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 126
Change-126 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 125
Change-125 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 53
Change-53 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED65,497,36359,086,417+6,410,946+11%$15.0B$17.3B+$2.3B2026-11-06
Bank of New York Mellon Corp
DECREASED21,579,63521,683,347-103,7120%$5.5B$5.7B+$206.1M2026-11-05
FMR LLC
DECREASED18,663,26122,595,566-3,932,305-17%$5.7B$4.9B-$797.7M2026-11-10
Dimensional Fund Advisors LP
DECREASED14,996,07715,385,556-389,479-3%$3.9B$4.0B+$62.4M2026-11-04
Fisher Asset Management, LLC
INCREASED14,837,12613,307,056+1,530,070+12%$3.4B$3.9B+$548.4M2026-11-06
Deutsche Bank Ag\
DECREASED13,968,17415,661,323-1,693,149-11%$4.0B$3.7B-$279.6M2026-11-06
Nuveen, LLC
INCREASED13,525,27512,978,519+546,756+4%$3.3B$3.6B+$284.5M2026-11-10
Amundi
DECREASED12,048,22613,117,657-1,069,431-8%$3.3B$3.2B-$141.8M2026-11-06
Mirabaud Asset Management Ltd
INCREASED11,287,00013,825+11,273,175+81542%$3.6M$3.0M-$553.8K2026-11-09
HighTower Advisors, LLC
DECREASED9,849,1879,892,767-43,5800%$2.5B$2.6B+$95.0M2026-11-10
Ninety One UK Ltd
DECREASED6,491,2946,776,620-285,326-4%$1.7B$1.7B-$2.6M2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED6,438,6706,075,370+363,300+6%$1.5B$1.7B+$161.5M2026-11-05
PNC Financial Services Group, Inc.
INCREASED5,671,7245,664,275+7,449+0%$1.4B$1.5B+$63.0M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED5,475,1515,660,854-185,703-3%$1.4B$1.4B+$11.8M2026-10-29
LPL Financial LLC
INCREASED5,230,3485,055,143+175,205+3%$1.3B$1.4B+$100.8M2026-11-06
Nordea Investment Management AB
INCREASED5,151,7525,024,318+127,434+3%$1.3B$1.4B+$101.8M2026-11-09
Barclays PLC
INCREASED4,762,7114,651,595+111,116+2%$1.2B$1.3B+$79.5M2026-11-06
DekaBank Deutsche Girozentrale
DECREASED4,250,1394,411,321-161,182-4%$1.1M$1.1M+$62.6K2026-10-27
Bank of Montreal
DECREASED3,939,0204,646,972-707,952-15%$1.2B$1.0B-$137.4M2026-11-09
MacKenzie Financial Corp
DECREASED3,923,0494,068,333-145,284-4%$1.0B$1.0B+$5.4M2026-11-02
Citigroup Inc
DECREASED3,406,4873,925,186-518,699-13%$996.9M$901.8M-$95.0M2026-11-04
Swedbank AB
DECREASED3,182,3173,624,513-442,196-12%$920.5M$842.5M-$78.0M2026-10-27
Principal Financial Group Inc
DECREASED3,171,9543,383,935-211,981-6%$859.4M$839.7M-$19.7M2026-11-02
Assenagon Asset Management S.A.
INCREASED2,990,7261,939,364+1,051,362+54%$492.5M$791.8M+$299.2M2026-10-15
Voya Investment Management LLC
DECREASED2,959,6813,255,567-295,886-9%$826.5M$783.2M-$43.3M2026-11-10
Bank Julius Baer & Co. Ltd, Zurich
INCREASED2,906,0562,722,956+183,100+7%$694.5M$771.0M+$76.5M2026-10-29
Aberdeen Group plc
INCREASED2,654,4482,447,058+207,390+8%$621.5M$702.7M+$81.3M2026-11-06
Victory Capital Management Inc
DECREASED2,580,5622,620,929-40,367-2%$665.6M$683.2M+$17.5M2026-11-10
Russell Investments Group, Ltd.
DECREASED2,505,3192,675,500-170,181-6%$681.6M$664.1M-$17.6M2026-11-06
US Bancorp \de\
DECREASED2,478,6982,500,270-21,572-1%$635.0M$656.2M+$21.2M2026-11-05
Truist Financial Corp
INCREASED2,237,1412,173,861+63,280+3%$552.1M$592.3M+$40.2M2026-10-30
AGF Management LTD
INCREASED2,212,1791,545,100+667,079+43%$392.4M$585.7M+$193.2M2026-11-03
Danske Bank A/S
INCREASED2,210,0872,075,218+134,869+7%$527.0M$585.1M+$58.1M2026-11-09
Universal- Beteiligungs- und Servicegesellschaft mbH
DECREASED2,183,4802,206,076-22,596-1%$551.5M$568.3M+$16.8M2026-11-10
ACR Alpine Capital Research, LLC
DECREASED2,131,7452,146,488-14,743-1%$545.1M$564.4M+$19.2M2026-11-02
Handelsbanken Fonder AB
INCREASED2,093,6041,959,262+134,342+7%$497.6K$554.3M+$553.8M2026-11-09
Eurizon Capital SGR S.p.A.
INCREASED2,022,4061,860,763+161,643+9%$474.6M$537.0M+$62.4M2026-11-06
Wealth Enhancement Advisory Services, LLC
INCREASED1,984,0441,833,813+150,231+8%$429.1M$464.5M+$35.3M2026-10-13
Bahl & Gaynor LLC
DECREASED1,937,8071,970,876-33,069-2%$500.5M$513.0M+$12.5M2026-11-05
Fifth Third Bancorp
DECREASED1,927,9201,943,962-16,042-1%$493.7M$510.4M+$16.7M2026-11-05
Pictet Asset Management Holding SA
INCREASED1,864,7101,853,258+11,452+1%$470.7M$493.7M+$23.0M2026-11-03
New York State Teachers Retirement System
DECREASED1,813,7801,881,966-68,186-4%$478.0M$480.2M+$2.2M2026-10-22
Robeco Institutional Asset Management B.V.
DECREASED1,812,5451,966,109-153,564-8%$499.3M$479.9M-$19.5M2026-10-20
Fiera Capital Corp
DECREASED1,727,7181,894,762-167,044-9%$481.2M$457.4M-$23.8M2026-11-06
Pinnacle Associates LTD
DECREASED1,653,9041,656,912-3,0080%$420.8M$437.9M+$17.0M2026-10-20
PineStone Asset Management Inc.
DECREASED1,636,7441,733,844-97,100-6%$440.3M$433.3M-$7.0M2026-10-16
M&T Bank Corp
INCREASED1,617,8211,544,780+73,041+5%$392.3M$428.3M+$36.0M2026-11-10
PFA Pension, Forsikringsaktieselskab
DECREASED1,584,9781,589,422-4,4440%$403.7M$419.6M+$15.9M2026-11-06
KBC Group NV
INCREASED1,538,5281,322,168+216,360+16%$335.8M$407.3M+$71.5M2026-10-22
Squarepoint Ops LLC
INCREASED1,524,7701,247,079+277,691+22%$316.7M$403.7M+$86.9M2026-11-09
Vontobel Holding Ltd.
INCREASED1,442,7371,300,930+141,807+11%$330.4M$382.0M+$51.6M2026-10-16
Creative Planning
INCREASED1,435,5481,384,963+50,585+4%$351.7M$380.0M+$28.3M2026-11-02
Keybank National Association
INCREASED1,392,3291,355,842+36,487+3%$344.3M$368.6M+$24.3M2026-11-04
SEB Asset Management AB
INCREASED1,318,4821,303,456+15,026+1%$331.0M$349.1M+$18.0M2026-11-04
Scotia Capital Inc.
INCREASED1,296,7521,197,406+99,346+8%$304.1M$343.3M+$39.2M2026-11-10
Thrivent Financial for Lutherans
DECREASED1,287,3011,458,722-171,421-12%$370.5M$327.0M-$43.5M2026-11-05
Yacktman Asset Management LP
INCREASED1,261,0781,259,977+1,101+0%$320.0M$333.9M+$13.9M2026-11-02
Asset Management One Co., Ltd.
INCREASED1,250,7151,249,228+1,487+0%$317.3M$331.1M+$13.8M2026-10-27
TD Waterhouse Canada Inc.
INCREASED1,232,6831,005,440+227,243+23%$255.5M$319.2M+$63.7M2026-10-16
Storebrand Asset Management AS
INCREASED1,211,723342,270+869,453+254%$86.9M$320.8M+$233.9M2026-11-10
Commonwealth Equity Services, LLC
DECREASED1,159,4861,249,344-89,858-7%$317.3M$307.0M-$10.3M2026-11-02
Acadian Asset Management LLC
DECREASED1,154,8081,361,700-206,892-15%$345.8M$305.7M-$40.1M2026-11-09
ProShare Advisors LLC
DECREASED1,131,5621,198,505-66,943-6%$304.4M$299.6M-$4.8M2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,105,1401,256,669-151,529-12%$319.2M$292.6M-$26.6M2026-10-15
Retirement Systems of Alabama
DECREASED1,091,4791,091,806-3270%$277.3M$289.0M+$11.7M2026-11-04
Cincinnati Insurance Co
UNCHANGED1,066,0001,066,00000%$270.7M$282.2M+$11.5M2026-11-03
Cullen Capital Management, LLC
DECREASED1,032,5931,099,077-66,484-6%$279.1M$273.4M-$5.8M2026-11-10
Swiss Life Asset Management Ltd
DECREASED1,019,8091,192,228-172,419-14%$302.8M$270.0M-$32.8M2026-11-03
Guinness Asset Management LTD
DECREASED1,000,5441,036,908-36,364-4%$262.0M$264.9M+$2.9M2026-11-05
CIBC Asset Management Inc
DECREASED961,030994,831-33,801-3%$252.6M$254.4M+$1.8M2026-11-05
Blair William & Co
INCREASED957,624956,262+1,362+0%$242.9M$253.5M+$10.7M2026-11-10
Bessemer Group Inc
INCREASED941,607539,958+401,649+74%$137.1M$249.3M+$112.1M2026-11-09
Nykredit A/S
DECREASED917,950928,551-10,601-1%$235.8M$243.0M+$7.2M2026-11-06
Alecta Tjanstepension Omsesidigt
INCREASED913,100853,100+60,000+7%$216.7M$241.9M+$25.2M2026-11-02
Comgest Global Investors S.A.S.
DECREASED904,8051,289,528-384,723-30%$327.5M$239.5M-$88.0M2026-11-09
Lansforsakringar Fondforvaltning AB (publ)
INCREASED876,248852,974+23,274+3%$216.6M$232.0M+$15.3M2026-11-09
Davenport & Co LLC
DECREASED850,972862,394-11,422-1%$219.8M$225.8M+$6.0M2026-10-14
King Luther Capital Management Corp
DECREASED839,340848,614-9,274-1%$215.5M$222.2M+$6.7M2026-11-05
Regions Financial Corp
DECREASED820,571827,864-7,293-1%$210.3M$217.2M+$7.0M2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED804,970718,900+86,070+12%$182.6M$213.1M+$30.5M2026-11-03
Virginia Retirement Systems ET Al
DECREASED797,063818,463-21,400-3%$207.9M$211.0M+$3.1M2026-10-28
State of New Jersey Common Pension Fund D
DECREASED777,425778,805-1,3800%$197.8M$205.8M+$8.0M2026-11-05
Canoe Financial LP
DECREASED714,643716,237-1,5940%$181.9M$184.8M+$2.9M2026-10-21
Focused Investors LLC
DECREASED713,800847,800-134,000-16%$215.3M$189.0M-$26.3M2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED712,721674,067+38,654+6%$171.2M$184.4M+$13.2M2026-11-04
Mn Services Vermogensbeheer B.V.
INCREASED710,393701,793+8,600+1%$178.2M$188.1M+$9.8M2026-10-08
Hamlin Capital Management, LLC
DECREASED709,904714,820-4,916-1%$181.5M$187.9M+$6.4M2026-10-08
Strs Ohio
DECREASED692,748742,400-49,652-7%$188.5M$183.4M-$5.1M2026-10-30
Czech National Bank
INCREASED692,422685,186+7,236+1%$174.0M$183.3M+$9.3M2026-10-13
UniSuper Management Pty Ltd
INCREASED690,393655,534+34,859+5%$166.5M$182.8M+$16.3M2026-10-26
CIBC World Market Inc.
DECREASED685,308703,892-18,584-3%$178.8M$181.4M+$2.7M2026-11-10
FIL Ltd
INCREASED680,147431,712+248,435+58%$109.6M$180.1M+$70.4M2026-11-10
Arizona State Retirement System
INCREASED679,408668,344+11,064+2%$169.7M$179.9M+$10.1M2026-11-03
Ferguson Wellman Capital Management, Inc
INCREASED666,675472,770+193,905+41%$120.1M$176.5M+$56.4M2026-10-05
Calamos Advisors LLC
INCREASED656,755647,222+9,533+1%$164.4M$173.9M+$9.5M2026-11-02
Welch & Forbes LLC
DECREASED656,398657,989-1,5910%$167.1M$173.8M+$6.7M2026-11-04
Douglas Lane & Associates, LLC
DECREASED643,935663,667-19,732-3%$168.6M$170.5M+$1.9M2026-10-09
First Financial Bankshares Inc
INCREASED641,717638,883+2,834+0%$162.3M$169.9M+$7.6M2026-11-10
State of Michigan Retirement System
DECREASED631,567642,467-10,900-2%$163.2M$167.2M+$4.0M2026-10-27
Markel Group Inc.
UNCHANGED610,800610,80000%$155.1M$161.7M+$6.6M2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED607,323600,208+7,115+1%$152.4M$160.8M+$8.3M2026-10-20
D.A. Davidson & Co.
DECREASED601,345616,117-14,772-2%$156.5M$159.2M+$2.7M2026-10-28
Nisa Investment Advisors, LLC
DECREASED581,655599,566-17,911-3%$152.3M$154.0M+$1.7M2026-10-20
IFM Investors Pty Ltd
INCREASED579,754559,954+19,800+4%$142.2M$153.5M+$11.3M2026-10-14
Huntington National Bank
INCREASED573,577558,661+14,916+3%$141.9M$151.8M+$10.0M2026-11-10
Oppenheimer Asset Management Inc.
DECREASED545,532584,951-39,419-7%$148.6M$144.4M-$4.1M2026-10-27
Boston Trust Walden Corp
DECREASED538,379580,833-42,454-7%$147.5M$142.5M-$5.0M2026-10-30
Daiwa Securities Group Inc.
INCREASED538,071531,504+6,567+1%$135.0M$142.4M+$7.5M2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED532,429531,689+740+0%$135.0M$141.0M+$5.9M2026-11-03
Candriam S.C.A.
INCREASED516,642510,174+6,468+1%$129.4M$137.3M+$7.8M2026-11-03
Achmea Investment Management B.V.
NEW515,344—+515,344——$136.5M—2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED495,357486,640+8,717+2%$123.6M$131.1M+$7.5M2026-11-02
Kestra Advisory Services, LLC
INCREASED483,665456,860+26,805+6%$116.0M$128.0M+$12.0M2026-11-02
Xponance LLC
INCREASED474,387466,851+7,536+2%$118.6M$125.6M+$7.0M2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED468,630461,491+7,139+2%$117.2M$124.1M+$6.9M2026-10-19
Everett Harris & Co
DECREASED466,481469,392-2,911-1%$119.2M$123.5M+$4.3M2026-10-28
Neos Investment Management LLC
INCREASED452,655392,087+60,568+15%$99.6M$119.8M+$20.3M2026-11-04
Rakuten Investment Management, Inc.
INCREASED432,376393,806+38,570+10%$101.8M$115.7M+$13.9M2026-10-30
Gateway Investment Advisers LLC
INCREASED431,126408,642+22,484+6%$103.8M$114.1M+$10.4M2026-10-13
Nichols & Pratt Advisers LLP
DECREASED430,374460,889-30,515-7%$117.1M$111.3M-$5.7M2026-10-13
Compagnie Lombard Odier SCmA
INCREASED427,816375,199+52,617+14%$95.3M$113.3M+$18.0M2026-11-04
Public Sector Pension Investment Board
INCREASED426,060415,564+10,496+3%$105.5M$105.6M+$102.9K2026-11-10
Aegon Asset Management UK PLC
DECREASED424,360443,703-19,343-4%$112.7M$112.3M-$342.2K2026-11-04
Amalgamated Bank
DECREASED420,438431,231-10,793-2%$109.5M$111.3M+$1.8M2026-10-23
Allworth Financial LP
INCREASED416,392362,958+53,434+15%$92.2M$105.8M+$13.6M2026-11-06
J. Safra Sarasin Holding AG
DECREASED414,478456,968-42,490-9%$113.1M$103.5M-$9.6M2026-10-26
Lido Advisors, LLC
INCREASED412,156392,685+19,471+5%$99.7M$109.1M+$9.4M2026-11-04
Fort Washington Investment Advisors Inc
DECREASED404,591944,509-539,918-57%$239.9M$107.1M-$132.8M2026-10-15
Capital Investment Advisors, LLC
DECREASED398,735414,618-15,883-4%$105.3M$105.6M+$260.5K2026-10-22
Savant Capital, LLC
INCREASED378,101265,777+112,324+42%$67.5M$100.1M+$32.5M2026-11-06
Williams Jones Wealth Management, Llc.
DECREASED369,046373,829-4,783-1%$94.9M$97.7M+$2.8M2026-11-05
Florida Trust Wealth Management Co
DECREASED367,150376,999-9,849-3%$95.7M$97.2M+$1.5M2026-11-05
OP Asset Management Ltd
INCREASED362,808268,770+94,038+35%$68.3M$96.0M+$27.8M2026-11-05
iA Global Asset Management Inc.
INCREASED355,146346,960+8,186+2%$88.1M$94.0M+$5.9M2026-10-29
Police & Firemen's Retirement System of New Jersey
DECREASED354,868361,537-6,669-2%$91.8M$93.9M+$2.1M2026-11-09
UMB Bank, n.a.
DECREASED354,124365,410-11,286-3%$92.8M$93.8M+$947.6K2026-11-06
Roffman Miller Associates Inc
INCREASED353,990264,026+89,964+34%$67.1M$69.6M+$2.6M2026-10-19
Welch Group, LLC
DECREASED353,576356,484-2,908-1%$90.5M$93.6M+$3.1M2026-10-29
Wealthfront Advisers LLC
INCREASED349,873337,182+12,691+4%$85.6M$92.6M+$7.0M2026-11-09
BI Asset Management Fondsmaeglerselskab A/S
DECREASED340,171488,378-148,207-30%$123.9M$89.9M-$34.0M2026-10-22
ING Groep NV
INCREASED338,709172,474+166,235+96%$43.8M$89.7M+$45.9M2026-11-10
Flossbach VON Storch SE
DECREASED338,111569,949-231,838-41%$144.7M$89.5M-$55.2M2026-10-28
New York Life Investment Management LLC
DECREASED335,176335,320-1440%$85.2M$88.7M+$3.6M2026-11-04
ABN Amro Investment Solutions
INCREASED326,751270,314+56,437+21%$68.7M$86.5M+$17.9M2026-10-21
Kornitzer Capital Management Inc
DECREASED322,735325,018-2,283-1%$82.5M$85.4M+$2.9M2026-11-03
Armstrong Henry H Associates Inc
DECREASED322,616322,853-2370%$82.0M$85.4M+$3.4M2026-10-07
Miller Howard Investments Inc
DECREASED317,257403,524-86,267-21%$102.5M$84.0M-$18.5M2026-10-26
Wilmington Savings Fund Society, FSB
DECREASED316,845348,943-32,098-9%$88.6M$83.9M-$4.7M2026-10-23
HB Wealth Management, LLC
INCREASED312,913300,713+12,200+4%$76.4M$82.8M+$6.5M2026-10-23
Natixis
DECREASED303,731707,790-404,059-57%$179.8M$80.4M-$99.3M2026-11-06
Vaughan David Investments LLC
DECREASED302,431309,207-6,776-2%$78.5M$80.1M+$1.5M2026-11-05
Illinois Municipal Retirement Fund
DECREASED300,215303,705-3,490-1%$77.1M$79.5M+$2.3M2026-11-05
Eastern Bank
INCREASED299,306145,368+153,938+106%$36.9M$79.2M+$42.3M2026-10-05
B. Metzler seel. Sohn & Co. AG
DECREASED298,528310,590-12,062-4%$78.9M$79.0M+$151.8K2026-10-30
Avanza Fonder AB
INCREASED297,973264,815+33,158+13%$67.3M$78.9M+$11.6M2026-10-13
Oregon Public Employees Retirement Fund
INCREASED296,328295,986+342+0%$75.2M$78.4M+$3.3M2026-10-30
ASR Vermogensbeheer N.V.
INCREASED294,441288,233+6,208+2%$73.2M$78.0M+$4.8M2026-10-16
Factory Mutual Insurance Co
INCREASED292,455281,410+11,045+4%$71.5M$77.4M+$6.0M2026-10-30
State of Alaska, Department of Revenue
DECREASED291,166298,749-7,583-3%$75.9M$77.1M+$1.2M2026-10-15
Cullen T Bankers, Inc.
DECREASED289,954308,337-18,383-6%$78.3M$76.8M-$1.5M2026-10-28
Daymark Wealth Partners, LLC
INCREASED282,563266,410+16,153+6%$67.7M$74.8M+$7.1M2026-11-04
BSN Capital Partners Ltd
NEW282,000—+282,000——$75.9M—2026-10-23
Old Republic International Corp
DECREASED278,690307,000-28,310-9%$78.0K$73.8M+$73.7M2026-10-26
Vise Technologies, Inc.
INCREASED275,901211,863+64,038+30%$53.8M$73.0M+$19.2M2026-10-29
Staley Capital Advisers Inc
DECREASED275,639276,289-6500%$70.2M$73.0M+$2.8M2026-11-06
Mutual of America Capital Management LLC
DECREASED271,082274,074-2,992-1%$69.6M$71.8M+$2.2M2026-10-23
Mawer Investment Management Ltd.
DECREASED270,951322,477-51,526-16%$81.9M$71.7M-$10.2M2026-11-06
Ninety One North America, Inc.
DECREASED270,748285,856-15,108-5%$72.6M$71.7M-$921.0K2026-10-15
Crestwood Advisors Group, LLC
DECREASED267,958268,723-7650%$68.2M$70.9M+$2.7M2026-10-27
RWC Asset Management LLP
INCREASED267,730262,139+5,591+2%$66.6M$70.9M+$4.3M2026-10-22
Yousif Capital Management, LLC
DECREASED266,405269,311-2,906-1%$68.4M$70.5M+$2.1M2026-10-22
Saratoga Research & Investment Management
DECREASED265,132278,459-13,327-5%$70.7M$70.2M-$529.2K2026-10-16
Willis Investment Counsel
DECREASED260,759309,486-48,727-16%$78.6M$69.0M-$9.6M2026-10-20
Cacti Asset Management LLC
UNCHANGED258,168258,16800%$65.6M$69.1M+$3.5M2026-10-01
Americana Partners, LLC
INCREASED252,933219,916+33,017+15%$55.9M$67.0M+$11.1M2026-10-28
Berkshire Asset Management LLC
INCREASED250,026249,620+406+0%$63.4M$66.2M+$2.8M2026-11-10
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED249,622252,775-3,153-1%$64.2M$66.1M+$1.9M2026-10-23
Busey Bank
DECREASED248,469277,214-28,745-10%$70.4M$65.8M-$4.6M2026-10-26
TrinityBridge Ltd
INCREASED245,209157,527+87,682+56%$40.0M$65.0M+$24.9M2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED238,267245,396-7,129-3%$62.3M$60.9M-$1.4M2026-10-22
Deprince Race & Zollo Inc
INCREASED237,455231,692+5,763+2%$58.8M$62.9M+$4.0M2026-10-13
Clearstead Advisors, LLC
INCREASED237,163234,177+2,986+1%$59.5M$62.8M+$3.3M2026-11-06
Heritage Wealth Advisors
DECREASED236,527244,804-8,277-3%$62.2M$62.6M+$445.3K2026-11-09
Vest Financial, LLC
DECREASED235,822259,276-23,454-9%$65.8M$62.4M-$3.4M2026-10-21
Merit Financial Group, LLC
INCREASED234,392209,661+24,731+12%$53.2M$62.1M+$8.8M2026-11-06
Atria Investments, Inc
DECREASED233,290234,831-1,541-1%$59.6M$61.8M+$2.1M2026-10-15
ZWJ Investment Counsel Inc
INCREASED231,462224,792+6,670+3%$57.1M$61.3M+$4.2M2026-10-15
Avity Investment Management Inc.
DECREASED231,063234,226-3,163-1%$59.5M$61.2M+$1.7M2026-10-09
Concurrent Investment Advisors, LLC
DECREASED230,042232,761-2,719-1%$59.1M$60.9M+$1.8M2026-10-16
Prospera Financial Services Inc
INCREASED228,792174,910+53,882+31%$44.4M$62.5M+$18.1M2026-11-04
Auto-Owners Insurance Co
DECREASED227,662304,940-77,278-25%$77.4M$60.3M-$17.2M2026-10-15
Compass Capital Management, Inc
DECREASED226,645236,718-10,073-4%$60.1M$60.0M-$117.5K2026-11-06
Intech Investment Management LLC
DECREASED220,159292,522-72,363-25%$74.3M$58.3M-$16.0M2026-11-09
Klingenstein Fields & Co LP
DECREASED216,905218,394-1,489-1%$55.5M$57.4M+$2.0M2026-11-10
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED216,006222,206-6,200-3%$56.4M$57.2M+$754.0K2026-10-21
Trust Co of Vermont
INCREASED214,433212,013+2,420+1%$53.8M$56.8M+$2.9M2026-10-21
Modera Wealth Management, LLC
INCREASED212,329204,425+7,904+4%$51.9M$56.2M+$4.3M2026-10-28
Citizens Financial Group Inc
INCREASED210,788210,648+140+0%$53.5M$55.8M+$2.3M2026-10-23
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED210,735210,73500%$53.5M$55.8M+$2.3M2026-11-09
LBP AM SA
DECREASED210,142313,735-103,593-33%$79.7M$55.6M-$24.0M2026-11-06
Chesley Taft & Associates LLC
DECREASED208,339209,735-1,396-1%$53.3M$55.2M+$1.9M2026-10-13
Clifford Swan Investment Counsel LLC
DECREASED206,458207,571-1,113-1%$52.7M$54.7M+$1.9M2026-11-05
Levin Capital Strategies, L.P.
INCREASED206,133206,094+39+0%$52.3M$54.6M+$2.2M2026-11-02
Oppenheimer & Co Inc
INCREASED205,440183,113+22,327+12%$46.5M$54.4M+$7.9M2026-10-26
AIA Group Ltd
DECREASED204,919313,964-109,045-35%$79.7M$54.3M-$25.5M2026-10-30
Border to Coast Pensions Partnership Ltd
INCREASED201,429182,850+18,579+10%$46.4M$53.2M+$6.8M2026-10-09
Cincinnati Financial Corp
UNCHANGED201,000201,00000%$51.0M$53.2M+$2.2M2026-11-03
Corda Investment Management, Llc.
DECREASED200,509203,698-3,189-2%$51.7M$53.1M+$1.3M2026-10-22
Mizuho Securities USA LLC
INCREASED196,742188,458+8,284+4%$47.9M$52.3M+$4.4M2026-11-09
Argent Trust Co
INCREASED193,315191,349+1,966+1%$48.6M$51.2M+$2.6M2026-11-09
Harvey Investment Co LLC
DECREASED191,934193,019-1,085-1%$49.0M$50.8M+$1.8M2026-10-20
Canada Post Corp Registered Pension Plan
DECREASED191,057198,752-7,695-4%$50.5M$51.1M+$644.1K2026-11-09
Tweedy, Browne Co LLC
DECREASED190,945201,644-10,699-5%$51.2M$50.6M-$660.7K2026-11-04
Teachers Retirement System of the State of Kentucky
UNCHANGED189,024189,02400%$48.0M$50.0M+$2.0M2026-11-10
KCM Investment Advisors LLC
DECREASED186,807187,862-1,055-1%$47.7M$49.5M+$1.7M2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED186,053186,05300%$47.3M$49.3M+$2.0M2026-10-20
Mcdaniel Terry & Co
DECREASED185,914186,267-3530%$47.3M$49.2M+$1.9M2026-11-05
Aware Super Pty Ltd as trustee of Aware Super
INCREASED184,511160,619+23,892+15%$40.8M$48.8M+$8.1M2026-10-30
Exchange Traded Concepts, LLC
DECREASED182,022196,257-14,235-7%$49.8M$48.2M-$1.7M2026-10-28
AustralianSuper Pty Ltd
INCREASED181,356152,900+28,456+19%$38.8M$48.0M+$9.2M2026-11-10
BAR Harbor Wealth Management
DECREASED180,017181,735-1,718-1%$46.2M$47.7M+$1.5M2026-10-21
Alps Advisors Inc
DECREASED177,499211,287-33,788-16%$53.7M$47.0M-$6.7M2026-11-03
Salem Investment Counselors Inc
INCREASED177,339176,284+1,055+1%$44.8M$46.9M+$2.2M2026-10-13
Assetmark, Inc
INCREASED176,616156,545+20,071+13%$39.8M$46.8M+$7.0M2026-10-21
Cullinan Associates Inc
DECREASED176,603177,028-4250%$45.0M$46.8M+$1.8M2026-11-03
Brookstone Capital Management
DECREASED175,974184,287-8,313-5%$46.8M$46.6M-$215.8K2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED173,177162,603+10,574+7%$42.1M$44.4M+$2.3M2026-10-13
Apollon Wealth Management, LLC
INCREASED171,511161,278+10,233+6%$41.0M$45.4M+$4.4M2026-10-23
Northeast Investment Management
INCREASED171,054170,118+936+1%$43.2M$45.3M+$2.1M2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED170,950178,349-7,399-4%$45.3M$45.3M-$38.0K2026-10-05
Heritage Trust Co
DECREASED170,220170,585-3650%$43.3M$45.1M+$1.7M2026-11-09
Maple Capital Management, Inc.
DECREASED166,950170,795-3,845-2%$43.4M$44.2M+$821.4K2026-11-02
Neville Rodie & Shaw Inc
DECREASED166,623168,188-1,565-1%$42.7K$44.1M+$44.1M2026-10-05
Midwest Trust Co
INCREASED165,001160,444+4,557+3%$40.7M$43.7M+$2.9M2026-10-22
Kepler Cheuvreux (Suisse) SA
INCREASED164,54385,510+79,033+92%$21.7M$43.6M+$21.9M2026-10-20
Culbertson A N & Co Inc
DECREASED164,480165,525-1,045-1%$42.0M$43.5M+$1.5M2026-10-21
Banque Pictet & CIE SA
DECREASED161,958173,057-11,099-6%$44.0M$42.9M-$1.1M2026-10-16
Farmers & Merchants Investments Inc
INCREASED160,213159,376+837+1%$40.5M$42.4M+$1.9M2026-10-22
Seizert Capital Partners, LLC
DECREASED159,693162,741-3,048-2%$41.3M$42.3M+$945.8K2026-10-30
Cornerstone Advisors, LLC
DECREASED157,591168,786-11,195-7%$42.9M$41.7M-$1.1M2026-11-06
S&CO Inc
DECREASED156,688157,098-4100%$39.9M$41.5M+$1.6M2026-11-10
Heritage Investors Management Corp
DECREASED155,563160,709-5,146-3%$40.8M$41.2M+$369.0K2026-10-29
Braun Stacey Associates Inc
DECREASED155,406156,008-6020%$39.6M$41.1M+$1.5M2026-10-19
Badgley Phelps Wealth Managers, LLC
DECREASED154,933158,087-3,154-2%$40.1M$41.0M+$867.7K2026-10-22
Conning Inc.
DECREASED154,509156,278-1,769-1%$39.7M$40.9M+$1.2M2026-10-27
Farther Finance Advisors, LLC
INCREASED152,796135,612+17,184+13%$34.5M$40.5M+$6.0M2026-10-08
Coerente Capital Management
DECREASED152,245156,463-4,218-3%$39.7M$40.3M+$568.4K2026-10-29
Glenview Trust Co
INCREASED152,154150,964+1,190+1%$38.3M$40.3M+$1.9M2026-10-28
Cheviot Value Management, LLC
DECREASED150,851154,695-3,844-2%$39.3M$39.9M+$648.6K2026-11-09
Associated Banc-Corp
DECREASED148,455151,471-3,016-2%$38.5M$39.3M+$832.9K2026-10-30
Kanawha Capital Management LLC
DECREASED147,816148,501-6850%$37.7M$39.1M+$1.4M2026-10-19
Maryland State Retirement & Pension System
INCREASED147,725129,702+18,023+14%$32.9M$39.1M+$6.2M2026-11-05
Country Trust Bank
DECREASED147,545151,018-3,473-2%$38.4M$39.1M+$707.0K2026-10-30
Absher Wealth Management, LLC
DECREASED147,014147,057-430%$37.3M$38.9M+$1.6M2026-11-02
Bailard, Inc.
DECREASED146,904147,802-898-1%$37.5M$38.9M+$1.4M2026-10-13
Ardent Capital Management, Inc.
DECREASED145,220146,697-1,477-1%$37.3M$38.4M+$1.2M2026-10-16
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED143,457159,777-16,320-10%$40.6M$38.0M-$2.6M2026-11-06
Ninety One SA (PTY) Ltd
INCREASED142,803142,414+389+0%$36.2M$38.1M+$1.8M2026-10-15
Choreo, LLC
INCREASED142,622140,570+2,052+1%$35.7M$37.8M+$2.1M2026-10-28
Talbot Financial, LLC
DECREASED141,903141,937-340%$36.0M$37.6M+$1.5M2026-10-19
First Horizon Corp
DECREASED141,149141,165-160%$35.9M$37.4M+$1.5M2026-10-26
LVM Capital Management LTD
DECREASED140,225141,759-1,534-1%$36.0K$37.1M+$37.1M2026-10-20
Beese Fulmer Investment Management, Inc.
INCREASED138,664136,876+1,788+1%$34.8M$36.7M+$1.9M2026-10-23
Moody Lynn Lieberson & Walker, LLC
INCREASED138,264134,657+3,607+3%$34.2M$36.6M+$2.4M2026-10-14
CapWealth Advisors, LLC
DECREASED136,910137,077-1670%$34.8M$36.2M+$1.4M2026-10-05
MAR Vista Investment Partners LLC
DECREASED136,088146,288-10,200-7%$37.2M$36.0M-$1.1M2026-11-09
Bokf, NA
DECREASED135,380142,681-7,301-5%$36.2M$35.8M-$396.2K2026-10-27
Union Bancaire Privee, UBP SA
DECREASED134,782140,660-5,878-4%$46.6M$48.3M+$1.7M2026-11-04
America First Investment Advisors, LLC
DECREASED132,476138,957-6,481-5%$35.3M$35.1M-$219.2K2026-11-10
Ethic Inc.
INCREASED132,061109,758+22,303+20%$27.9M$35.0M+$7.1M2026-11-03
Wesbanco Bank Inc
DECREASED130,937149,930-18,993-13%$38.1M$34.7M-$3.4M2026-11-04
Hartford Investment Management Co
DECREASED129,036133,096-4,060-3%$33.8M$34.2M+$358.6K2026-11-04
Ag2r LA Mondiale Gestion D'actifs
DECREASED128,512142,361-13,849-10%$36.2M$34.0M-$2.1M2026-10-26
MGO One Seven LLC
INCREASED126,490122,187+4,303+4%$31.0M$33.5M+$2.5M2026-10-28
Carnegie Investment Counsel
DECREASED126,462132,112-5,650-4%$33.6M$33.5M-$72.9K2026-10-20
Kestra Private Wealth Services, LLC
DECREASED126,024126,054-300%$32.0M$33.4M+$1.3M2026-11-06
Empire Life Investments Inc.
DECREASED125,732144,822-19,090-13%$36.8M$33.3M-$3.5M2026-11-06
First National Trust Co
DECREASED125,188125,659-4710%$31.9M$33.1M+$1.2M2026-10-28
LOS Angeles Capital Management LLC
DECREASED124,977138,388-13,411-10%$35.1M$33.1M-$2.1M2026-11-10
Cohen Klingenstein LLC
DECREASED124,109127,994-3,885-3%$32.5M$32.9M+$350.0K2026-10-15
Birch Hill Investment Advisors LLC
DECREASED123,912126,625-2,713-2%$32.2M$32.8M+$645.5K2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED123,213127,237-4,024-3%$32.3M$32.6M+$304.9K2026-10-20
SBI Securities Co., Ltd.
INCREASED122,412112,391+10,021+9%$28.5M$32.4M+$3.9M2026-10-22
LaFleur & Godfrey LLC
DECREASED122,035126,245-4,210-3%$32.1M$32.3M+$244.9K2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED121,668120,363+1,305+1%$30.6M$32.2M+$1.6M2026-10-29
Park National Corp
DECREASED121,291127,408-6,117-5%$32.4M$32.1M-$247.2K2026-10-05
Park Avenue Securities LLC
INCREASED120,909119,431+1,478+1%$30.3M$32.0M+$1.7M2026-10-26
Moors & Cabot, Inc.
DECREASED120,282120,434-1520%$30.6M$31.8M+$1.3M2026-11-06
New Mexico Educational Retirement Board
UNCHANGED119,885119,88500%$30.4M$31.7M+$1.3M2026-11-05
Parthenon LLC
DECREASED119,820120,079-2590%$30.5M$31.7M+$1.2M2026-10-22
ARS Wealth Advisors Group, LLC
DECREASED119,581121,106-1,525-1%$30.8M$31.7M+$900.6K2026-10-16
Gradient Investments LLC
DECREASED119,405152,831-33,426-22%$38.8M$31.6M-$7.2M2026-10-08
Fisher Funds Management LTD
INCREASED119,389110,089+9,300+8%$28.0M$31.6M+$3.6M2026-10-13
Impax Asset Management Group plc
DECREASED118,756134,357-15,601-12%$34.1M$31.4M-$2.7M2026-11-10
Louisiana State Employees Retirement System
DECREASED118,500123,000-4,500-4%$31.2M$31.4M+$133.4K2026-10-20
Forbes J M & Co LLP
INCREASED118,080117,524+556+0%$29.8M$31.3M+$1.4M2026-10-16
Anchor Capital Advisors LLC
DECREASED117,908119,759-1,851-2%$30.4M$31.2M+$799.9K2026-11-05
Hendershot Investments Inc.
DECREASED117,588154,849-37,261-24%$39.3M$31.1M-$8.2M2026-11-05
L. Roy Papp & Associates, LLP
DECREASED117,553118,647-1,094-1%$30.1M$31.1M+$988.1K2026-10-21
Calamos Wealth Management LLC
DECREASED117,297118,126-829-1%$30.0M$31.1M+$1.1M2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED116,702115,650+1,052+1%$29.4M$30.9M+$1.5M2026-11-05
Cardinal Capital Management
INCREASED115,964114,813+1,151+1%$29.2M$30.7M+$1.5M2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED115,608103,310+12,298+12%$26.2M$30.6M+$4.4M2026-10-21
Mill Capital Management, LLC
DECREASED115,533117,347-1,814-2%$29.8M$30.6M+$783.6K2026-10-26
Pine Valley Investments Ltd Liability Co
DECREASED115,284116,193-909-1%$29.5M$30.5M+$1.0M2026-11-09
Triglav Investments, D.O.O.
INCREASED115,16284,162+31,000+37%$21.4M$30.5M+$9.1M2026-11-06
Central Trust Co
INCREASED115,152114,703+449+0%$29.1M$30.5M+$1.4M2026-11-05
Verity & Verity, LLC
DECREASED114,878115,000-1220%$29.2M$30.4M+$1.2M2026-10-23
Allen Investment Management, LLC
DECREASED113,839114,149-3100%$29.0M$30.1M+$1.1M2026-11-03
Greatmark Investment Partners, Inc.
DECREASED113,529114,692-1,163-1%$29.1M$30.1M+$927.3K2026-10-28
Cornerstone Capital, Inc.
DECREASED113,375115,036-1,661-1%$29.2M$30.0M+$799.2K2026-11-10
J.W. Cole Advisors, Inc.
DECREASED112,950113,666-716-1%$28.9M$29.9M+$1.0M2026-11-05
Principle Wealth Partners LLC
DECREASED112,656112,674-180%$28.6M$29.8M+$1.2M2026-11-02
Barr E S & Co
DECREASED112,230115,055-2,825-2%$29.2M$29.7M+$491.4K2026-11-06
Meyer Handelman Co
DECREASED111,201113,039-1,838-2%$28.7M$29.4M+$729.0K2026-10-28
Tandem Investment Advisors, Inc.
DECREASED111,101136,198-25,097-18%$34.6M$29.4M-$5.2M2026-11-04
Beaumont Financial Advisors, LLC
DECREASED110,549111,216-667-1%$28.2M$29.3M+$1.0M2026-10-22
LSV Asset Management
DECREASED109,623184,693-75,070-41%$46.9M$29.0M-$17.9M2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED108,864112,400-3,536-3%$28.5M$28.8M+$274.4K2026-10-13
Waters Parkerson & Co., LLC
DECREASED107,691109,533-1,842-2%$27.8M$28.5M+$692.0K2026-11-04
Cadinha & Co LLC
INCREASED107,515106,241+1,274+1%$27.0M$28.5M+$1.5M2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED107,161107,673-5120%$27.3M$28.4M+$1.0M2026-11-04
Ritholtz Wealth Management
INCREASED106,447101,232+5,215+5%$25.7M$28.2M+$2.5M2026-11-05
Picton Mahoney Asset Management
INCREASED105,89896,594+9,304+10%$24.5M$28.0M+$3.5M2026-11-09
Parsons Capital Management Inc
INCREASED105,812103,244+2,568+2%$26.2M$28.0M+$1.8M2026-10-28
Grandfield & Dodd, LLC
DECREASED105,751106,768-1,017-1%$27.1M$28.0M+$880.7K2026-10-29
Pittenger & Anderson Inc
INCREASED105,697103,992+1,705+2%$26.4M$28.0M+$1.6M2026-11-02
Leo Wealth, LLC
NEW104,967—+104,967——$27.8M—2026-10-26
Stack Financial Management, Inc
DECREASED103,403104,884-1,481-1%$26.6M$27.4M+$737.5K2026-11-02
Adams Diversified Equity Fund, Inc.
UNCHANGED102,800102,80000%$26.1M$27.2M+$1.1M2026-10-21
NBT Bank, N.A.
DECREASED102,588104,249-1,661-2%$26.5M$27.2M+$683.0K2026-10-21
LEE Danner & Bass Inc
DECREASED102,047102,191-1440%$26.0M$27.0M+$1.1M2026-10-27
Rossmore Private Capital
INCREASED101,285100,877+408+0%$25.6M$26.8M+$1.2M2026-10-27
Sapient Capital LLC
INCREASED101,23749,415+51,822+105%$12.5M$26.8M+$14.3M2026-10-08
Villere ST Denis J & Co LLC
DECREASED101,200106,775-5,575-5%$27.1M$26.8M-$326.0K2026-11-04
Washington Trust Co
DECREASED100,213101,711-1,498-1%$25.8M$26.5M+$698.8K2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED99,685103,199-3,514-3%$26.2M$26.4M+$181.1K2026-10-13
Guyasuta Investment Advisors Inc
DECREASED99,503102,689-3,186-3%$26.1M$26.3M+$262.5K2026-10-15
Wendell David Associates Inc
DECREASED99,192100,552-1,360-1%$25.5M$26.3M+$723.0K2026-10-27
TCV Trust & Wealth Management, Inc.
INCREASED99,05998,918+141+0%$25.1M$26.2M+$1.1M2026-10-16
CWA Asset Management Group, LLC
INCREASED98,73797,695+1,042+1%$24.8M$26.1M+$1.3M2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED97,80794,695+3,112+3%$24.0M$25.9M+$1.8M2026-11-05
Palisade Asset Management, LLC
DECREASED96,762100,872-4,110-4%$25.6M$25.6M-$1.7K2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED96,605136,308-39,703-29%$32.2M$25.3M-$6.9M2026-10-29
Rothschild Investment LLC
DECREASED95,38896,818-1,430-1%$24.6M$25.3M+$664.0K2026-11-10
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED94,70590,031+4,674+5%$22.9M$25.1M+$2.2M2026-10-27
Arbejdsmarkedets Tillaegspension
DECREASED94,000123,500-29,500-24%$31.4M$24.9M-$6.5M2026-10-30
Generate Investment Management Ltd
DECREASED93,579110,965-17,386-16%$28.2M$24.8M-$3.4M2026-10-14
Woodmont Investment Counsel LLC
INCREASED93,48192,061+1,420+2%$23.4M$24.7M+$1.4M2026-10-29
Coldstream Capital Management Inc
INCREASED93,37592,571+804+1%$23.5M$24.7M+$1.2M2026-11-09
Diversify Advisory Services, LLC
DECREASED92,12594,734-2,609-3%$25.2M$23.3M-$1.9M2026-10-20
Diversify Wealth Management, LLC
DECREASED92,12594,734-2,609-3%$25.2M$23.3M-$1.9M2026-10-20
Visionary Wealth Advisors
DECREASED91,84992,040-1910%$23.4M$24.3M+$940.6K2026-11-04
Bowen Hanes & Co Inc
INCREASED91,75436,439+55,315+152%$8.9M$24.3M+$15.4M2026-11-09
Old National Bancorp
DECREASED91,66399,264-7,601-8%$25.2M$24.3M-$943.2K2026-10-20
Nemes Rush Group LLC
INCREASED91,47491,397+77+0%$23.2M$24.2M+$1.0M2026-11-04
Tokio Marine Asset Management Co LTD
INCREASED91,36587,901+3,464+4%$22.3M$24.2M+$1.9M2026-10-26
Montag A & Associates Inc
INCREASED91,28389,578+1,705+2%$22.8M$24.2M+$1.4M2026-10-29
Wallington Asset Management, LLC
DECREASED90,68590,885-2000%$23.1M$24.0M+$925.9K2026-11-04
Narwhal Capital Management
DECREASED90,60094,177-3,577-4%$23.9M$24.0M+$67.2K2026-11-04
JB Capital LLC
INCREASED90,30990,288+21+0%$22.9M$23.9M+$978.0K2026-10-19
Tower Bridge Advisors
INCREASED89,58189,561+20+0%$22.7M$23.7M+$969.9K2026-11-10
Jamison Private Wealth Management, Inc.
INCREASED89,55188,830+721+1%$22.6M$23.7M+$1.1M2026-10-14
Diversified Trust Co
DECREASED89,296112,529-23,233-21%$28.6M$23.6M-$4.9M2026-11-06
Eagle Global Advisors LLC
DECREASED88,90689,170-2640%$22.6M$23.5M+$890.5K2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED88,41685,335+3,081+4%$21.7M$22.4M+$776.8K2026-10-21
Patten & Patten Inc
DECREASED88,41588,599-1840%$22.5M$23.4M+$905.4K2026-10-26
Schaper Benz & Wise Investment Counsel Inc
DECREASED88,31189,831-1,520-2%$22.8M$23.4M+$565.1K2026-10-09
SP Asset Management LLC
DECREASED88,05189,119-1,068-1%$22.6M$23.3M+$677.0K2026-11-05
Howland Capital Management LLC
INCREASED87,84587,734+111+0%$22.3M$23.3M+$974.4K2026-10-22
Mission Wealth Management, LP
DECREASED86,92596,816-9,891-10%$24.6M$23.0M-$1.6M2026-10-15
Raiffeisen Bank International AG
INCREASED86,76056,470+30,290+54%$14.6M$23.2M+$8.6M2026-10-28
American National Bank & Trust
DECREASED86,50090,625-4,125-5%$23.0M$22.9M-$115.6K2026-10-07
Moran Wealth Management, LLC
DECREASED85,84088,810-2,970-3%$22.6M$22.7M+$170.2K2026-10-22
Hantz Financial Services, Inc.
INCREASED85,78084,317+1,463+2%$21.0K$22.3K+$1.3K2026-11-09
Lynch & Associates
DECREASED85,55986,700-1,141-1%$22.0M$22.7M+$631.8K2026-10-13
Parallel Advisors, LLC
INCREASED85,19283,035+2,157+3%$21.1M$22.6M+$1.5M2026-11-03
Greenleaf Trust
DECREASED84,97086,071-1,101-1%$21.9M$22.5M+$635.5K2026-10-29
Gamma Investing LLC
INCREASED84,83278,530+6,302+8%$19.9M$22.5M+$2.5M2026-10-08
Joel Isaacson & Co., LLC
INCREASED84,34079,396+4,944+6%$20.2M$22.3M+$2.2M2026-11-05
Perigon Wealth Management, LLC
DECREASED84,11290,574-6,462-7%$23.0M$22.3M-$735.2K2026-10-22
Canandaigua National Bank & Trust Co
DECREASED83,88585,650-1,765-2%$21.8M$22.2M+$455.2K2026-10-07
Violich Capital Management, Inc.
DECREASED83,61587,990-4,375-5%$22.3M$22.1M-$210.6K2026-10-05
Alerus Financial NA
INCREASED82,77474,659+8,115+11%$19.0M$21.9M+$3.0M2026-11-09
Koshinski Asset Management, Inc.
DECREASED82,67384,147-1,474-2%$21.4M$21.9M+$516.0K2026-10-29
Anchor Investment Management, LLC
DECREASED82,26084,604-2,344-3%$21.5M$21.8M+$290.7K2026-11-10
Mather Group, Llc.
INCREASED81,29367,043+14,250+21%$17.0M$21.5M+$4.5M2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED80,79181,540-749-1%$20.7M$21.4M+$679.9K2026-10-23
Cooke & Bieler LP
DECREASED80,499255,319-174,820-68%$64.8M$21.3M-$43.5M2026-10-21
Guardian Partners Inc.
DECREASED80,16481,690-1,526-2%$20.7M$21.2M+$475.8K2026-10-21
Sky Investment Group LLC
INCREASED79,78965,545+14,244+22%$16.6M$21.1M+$4.5M2026-10-30
Banco Santander, S.A.
INCREASED79,61039,557+40,053+101%$10.0M$21.1M+$11.0M2026-11-10
Smithfield Trust Co
DECREASED79,41879,661-2430%$20.2M$21.0M+$789.0K2026-11-09
Bank of Nova Scotia Trust Co
DECREASED79,34381,209-1,866-2%$20.6M$21.0M+$380.6K2026-11-10
Isthmus Partners, LLC
DECREASED79,19680,497-1,301-2%$20.4M$21.0M+$522.5K2026-10-21
Woodstock Corp
DECREASED79,06379,663-600-1%$20.2M$20.9M+$699.0K2026-10-13
Carret Asset Management, LLC
DECREASED78,87080,403-1,533-2%$20.4M$20.9M+$460.2K2026-11-04
Letson Investment Management, Inc.
DECREASED78,82078,837-170%$20.0M$20.9M+$844.6K2026-11-05
Abner Herrman & Brock LLC
DECREASED78,77479,588-814-1%$20.2K$20.9M+$20.8M2026-10-20
Cypress Capital Group
DECREASED78,58582,604-4,019-5%$21.0M$20.8M-$174.4K2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED78,49174,163+4,328+6%$18.8M$20.8M+$1.9M2026-10-22
Strategy Asset Managers LLC
DECREASED77,68178,511-830-1%$19.9M$20.6M+$625.9K2026-10-14
Philip James Wealth Mangement, LLC
DECREASED77,63881,906-4,268-5%$20.8M$20.6M-$247.6K2026-10-27
Signaturefd, LLC
INCREASED77,49072,573+4,917+7%$18.4M$20.5M+$2.1M2026-10-23
Quadrant Capital Group LLC
INCREASED77,37277,048+324+0%$19.6M$19.2M-$332.4K2026-10-20
Edge Wealth Management LLC
INCREASED77,12977,066+63+0%$19.6M$20.5M+$921.5K2026-10-13
Dana Investment Advisors, Inc.
INCREASED76,79134,927+41,864+120%$8.9M$20.3M+$11.5M2026-11-06
Premier Fund Managers Ltd
INCREASED76,39570,036+6,359+9%$18.1K$20.4K+$2.4K2026-11-02
Richard C. Young & Co., Ltd.
DECREASED76,04377,003-960-1%$19.6M$20.1M+$575.2K2026-11-04
Allied Investment Advisors, LLC
DECREASED75,80075,978-1780%$19.3M$20.1M+$770.9K2026-10-13
Schnieders Capital Management, Llc.
DECREASED75,30176,793-1,492-2%$19.5M$19.9M+$432.0K2026-11-09
Cantor Fitzgerald Investment Advisors L.P.
INCREASED75,19974,572+627+1%$18.9M$19.9M+$969.2K2026-10-21
Canal Insurance Co
UNCHANGED75,00075,00000%$19.0M$19.9M+$808.0K2026-10-20
HUB Investment Partners, LLC
INCREASED74,82372,119+2,704+4%$18.3M$19.8M+$1.5M2026-11-03
Rockland Trust Co
DECREASED74,35278,477-4,125-5%$19.9M$19.7M-$246.9K2026-10-05
Global Retirement Partners, LLC
INCREASED73,97267,123+6,849+10%$17.0M$19.6M+$2.5M2026-11-10
North Dakota State Investment Board
INCREASED73,80371,036+2,767+4%$18.0M$19.5M+$1.5M2026-10-27
Arete Wealth Advisors, LLC
INCREASED73,50270,887+2,615+4%$18.0M$19.5M+$1.5M2026-11-09
Griffin Asset Management, Inc.
DECREASED73,29474,421-1,127-2%$18.9M$19.4M+$503.3K2026-10-22
Reynders McVeigh Capital Management, LLC
DECREASED72,90476,513-3,609-5%$19.4M$19.3M-$131.5K2026-10-30
Titan Investment Solutions Ltd
INCREASED72,75871,734+1,024+1%$18.2M$19.3M+$1.0M2026-11-10
Tema Etfs LLC
DECREASED72,71073,885-1,175-2%$18.8M$19.2M+$484.7K2026-10-16
Cardinal Point Capital Management ULC
DECREASED72,58072,763-1830%$18.5M$19.2M+$735.2K2026-10-21
Cyndeo Wealth Partners, LLC
DECREASED72,57778,287-5,710-7%$19.9M$19.2M-$668.4K2026-10-16
Lmcg Investments, LLC
DECREASED71,92874,070-2,142-3%$18.8M$19.0M+$230.7K2026-10-21
Private Wealth Partners, LLC
DECREASED71,75771,949-1920%$18.3M$19.0M+$724.1K2026-10-22
Chemung Canal Trust Co
DECREASED71,43872,959-1,521-2%$18.5M$18.9M+$382.8K2026-11-04
Global X Japan Co., Ltd.
DECREASED70,94983,998-13,049-16%$21.3M$18.8M-$2.5M2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED70,81470,897-830%$18.0M$18.7M+$741.6K2026-10-22
Ascent Group, LLC
INCREASED70,50070,352+148+0%$17.9M$18.7M+$796.9K2026-10-30
First Fiduciary Investment Counsel, Inc.
DECREASED70,38873,221-2,833-4%$18.6M$18.6M+$38.0K2026-10-27
Independent Investors Inc
UNCHANGED70,35670,35600%$17.9M$18.6M+$757.7K2026-10-30
Munich Reinsurance Co Stock Corp in Munich
INCREASED70,03766,880+3,157+5%$17.0M$18.5M+$1.6M2026-10-30
Central Securities Corp
UNCHANGED70,00070,00000%$17.8M$18.5M+$753.9K2026-11-06
Argent Capital Management LLC
DECREASED69,93373,979-4,046-5%$18.8M$18.5M-$274.3K2026-10-05
AMG National Trust Bank
INCREASED69,90469,612+292+0%$17.7M$18.5M+$827.1K2026-11-05
WoodTrust Financial Corp
DECREASED69,31171,527-2,216-3%$18.2M$18.3M+$183.0K2026-10-09
Univest Financial Corp
DECREASED68,98869,498-510-1%$17.7M$18.3M+$613.4K2026-11-05
Camden National Bank
DECREASED68,84369,914-1,071-2%$17.8M$18.2M+$469.4K2026-11-02
Level Four Advisory Services, LLC
INCREASED68,27665,905+2,371+4%$16.7M$18.1M+$1.3M2026-11-06
Essex Bank
INCREASED67,82567,809+16+0%$17.2M$18.0M+$733.9K2026-10-16
J.P. Marvel Investment Advisors, LLC
INCREASED67,81867,642+176+0%$17.2M$18.0M+$775.1K2026-11-02
Evergreen Capital Management LLC
INCREASED67,72766,225+1,502+2%$16.8M$17.9M+$1.1M2026-10-23
Plato Investment Management Ltd
DECREASED67,50772,416-4,909-7%$18.3M$17.9M-$342.9K2026-11-05
Compound Planning, Inc.
INCREASED67,07465,795+1,279+2%$16.7M$17.8M+$1.0M2026-11-09
Great Valley Advisor Group, Inc.
DECREASED66,92868,669-1,741-3%$17.4M$17.7M+$278.5K2026-11-09
Clear Harbor Asset Management, LLC
INCREASED66,91157,875+9,036+16%$14.7M$17.7M+$3.0M2026-11-05
Sigma Planning Corp
INCREASED66,70562,029+4,676+8%$15.8M$17.5M+$1.8M2026-10-23
First Nebraska Trust Co
DECREASED66,59667,346-750-1%$17.1M$17.6M+$525.9K2026-10-30
Motco
DECREASED66,40567,936-1,531-2%$17.3M$17.6M+$326.4K2026-11-09
Baker Chad R
UNCHANGED66,37066,37000%$16.9M$17.6M+$714.8K2026-10-22
Venture Visionary Partners LLC
INCREASED66,21465,476+738+1%$16.6M$17.5M+$900.5K2026-10-07
Wilkins Investment Counsel Inc
DECREASED65,83766,797-960-1%$17.0M$17.4M+$465.3K2026-11-03
GF Fund Management Co. Ltd.
UNCHANGED65,71265,71200%$16.7M$17.4M+$707.7K2026-10-26
Tritonpoint Wealth, LLC
DECREASED65,46467,646-2,182-3%$17.2M$17.3M+$150.8K2026-10-19
Cornerstone Wealth Group, LLC
INCREASED65,28764,694+593+1%$16.4M$17.3M+$853.8K2026-11-02
Payden & Rygel
UNCHANGED64,90064,90000%$16.5M$17.2M+$699.0K2026-10-28
CX Institutional
INCREASED64,78230,364+34,418+113%$7.7K$17.2M+$17.1M2026-10-02
Courier Capital LLC
INCREASED64,65864,486+172+0%$16.4M$17.1M+$740.0K2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
DECREASED64,32665,500-1,174-2%$16.6M$17.0M+$394.6K2026-10-19
Ironwood Investment Counsel, LLC
INCREASED64,25463,795+459+1%$16.2M$17.0M+$808.7K2026-11-10
Moneco Advisors, LLC
DECREASED64,01564,501-486-1%$16.4M$16.9M+$566.2K2026-11-05
Hamel Associates, Inc.
DECREASED63,95664,967-1,011-2%$16.5M$16.9M+$439.7K2026-11-06
Smith Salley Wealth Management
INCREASED63,74363,130+613+1%$16.0M$16.9M+$842.2K2026-11-03
Artemis Investment Management LLP
DECREASED63,67865,168-1,490-2%$16.6M$16.9M+$307.4K2026-10-08
Wedbush Securities Inc
DECREASED63,56463,894-330-1%$16.2M$16.8M+$601.0K2026-10-22
Baldwin Wealth Partners LLC
DECREASED63,35964,436-1,077-2%$16.4M$16.8M+$408.9K2026-10-13
South Dakota Investment Council
DECREASED63,28967,922-4,633-7%$17.3M$16.8M-$495.0K2026-11-10
Valeo Financial Advisors, LLC
INCREASED62,95462,574+380+1%$15.9M$16.7M+$774.4K2026-10-08
Securian Asset Management, Inc
DECREASED62,59863,968-1,370-2%$16.2M$16.6M+$385.7K2026-11-06
Simplify Asset Management Inc.
DECREASED62,45772,879-10,422-14%$18.5M$16.5M-$2.0M2026-10-27
Fiduciary Alliance LLC
DECREASED62,37668,948-6,572-10%$17.5M$16.5M-$997.4K2026-10-13
Investment House LLC
DECREASED62,37191,185-28,814-32%$23.2M$16.5M-$6.6M2026-10-21
Thomas Story & SON LLC
DECREASED62,16662,569-403-1%$15.9M$16.5M+$567.2K2026-10-13
Highland Capital Management, LLC
DECREASED61,93062,572-642-1%$15.9M$16.4M+$503.8K2026-10-26
Cornerstone Wealth Management, LLC
DECREASED61,66662,151-485-1%$15.8M$16.3M+$541.0K2026-11-04
Sound View Wealth Advisors Group, LLC
DECREASED61,33461,910-576-1%$15.7M$16.2M+$514.3K2026-11-10
XML Financial, LLC
INCREASED61,31760,680+637+1%$15.4M$16.2M+$822.0K2026-10-29
Toth Financial Advisory Corp
DECREASED61,29863,494-2,196-3%$16.1M$16.2M+$102.5K2026-10-08
Community Bank & Trust, Waco, Texas
INCREASED61,03253,272+7,760+15%$13.5M$16.2M+$2.6M2026-10-19
Brighton Jones LLC
INCREASED60,81857,725+3,093+5%$14.7M$16.1M+$1.4M2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED60,77057,925+2,845+5%$14.7M$16.1M+$1.4M2026-10-22
E. Ohman J:or Asset Management AB
INCREASED60,68459,384+1,300+2%$15.1M$16.1M+$983.7K2026-10-22
Intact Investment Management Inc.
DECREASED60,62964,629-4,000-6%$16.4M$16.1M-$362.9K2026-11-03
Asset Advisors Investment Management, LLC
DECREASED60,60060,812-2120%$15.4M$16.0M+$598.8K2026-10-19
Barrett & Company, Inc.
INCREASED60,2889,547+50,741+531%$2.4M$16.0M+$13.5M2026-10-22
Benedict Financial Advisors Inc
DECREASED60,27360,991-718-1%$15.5M$16.0M+$466.8K2026-10-07
Stackstone Wealth, LLC
NEW60,082—+60,082——$15.9M—2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED59,69260,278-586-1%$15.3M$15.8M+$493.5K2026-10-15
Tctc Holdings, LLC
INCREASED59,44459,310+134+0%$15.1M$15.7M+$674.3K2026-11-02
Westchester Capital Management, Inc.
DECREASED59,37559,675-3000%$15.2M$15.7M+$563.3K2026-10-23
Bridges Investment Management Inc
DECREASED59,27576,239-16,964-22%$19.4M$15.7M-$3.7M2026-11-10
AlphaCore Capital LLC
INCREASED59,10950,226+8,883+18%$12.8M$15.6M+$2.9M2026-11-04
Advocate Group LLC
DECREASED59,07961,412-2,333-4%$15.6M$15.6M+$43.9K2026-10-19
Praxis Investment Management Inc
UNCHANGED59,05559,05500%$15.0M$15.6M+$636.0K2026-11-03
ARS Investment Partners, LLC
DECREASED58,56458,958-394-1%$15.0M$15.5M+$530.7K2026-11-05
United Asset Strategies, Inc.
INCREASED58,25058,133+117+0%$14.8M$15.4M+$657.0K2026-10-28
Linscomb Wealth, Inc.
DECREASED58,13859,468-1,330-2%$15.1M$15.4M+$288.4K2026-11-05
GHP Investment Advisors, Inc.
INCREASED58,10058,033+67+0%$14.7M$15.4M+$642.8K2026-10-15
North Star Investment Management Corp.
INCREASED57,96156,825+1,136+2%$14.4M$15.3M+$912.7K2026-10-27
V-Square Quantitative Management LLC
INCREASED57,79454,440+3,354+6%$13.8M$15.3M+$1.5M2026-10-15
AlTi Global, Inc.
INCREASED57,48755,639+1,848+3%$14.1M$15.2M+$1.1M2026-11-09
Jupiter Asset Management LTD
DECREASED57,42861,648-4,220-7%$15.5M$15.2M-$317.1K2026-11-10
Ashton Thomas Private Wealth, LLC
INCREASED57,24856,610+638+1%$14.4M$15.2M+$778.5K2026-11-03
Index Fund Advisors, Inc.
UNCHANGED57,03857,03800%$14.5M$15.1M+$614.5K2026-11-05
American Assets Investment Management, LLC
UNCHANGED57,00057,00000%$14.5M$15.1M+$613.9K2026-10-30
Monarch Capital Management Inc
DECREASED56,94457,752-808-1%$14.7M$15.1M+$408.1K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED56,91549,143+7,772+16%$12.7M$15.1M+$2.4M2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED56,89656,938-420%$14.5M$15.1M+$602.2K2026-10-13
Penobscot Investment Management Company, Inc.
INCREASED56,85555,938+917+2%$14.2M$15.1M+$845.2K2026-10-26
Freestone Capital Holdings, LLC
DECREASED56,84057,366-526-1%$14.6M$15.0M+$478.3K2026-11-09
Chicago Capital, LLC
INCREASED56,72056,172+548+1%$14.3M$15.0M+$750.2K2026-10-13
Caldwell Trust Co
DECREASED56,16856,485-317-1%$14.3M$14.9M+$524.4K2026-10-30
Fagan Associates, Inc.
INCREASED55,94054,265+1,675+3%$13.8M$14.8M+$1.0M2026-10-13
DT Investment Partners, LLC
INCREASED55,26255,162+100+0%$14.0M$14.6M+$620.6K2026-10-27
Sowell Financial Services LLC
DECREASED55,17657,238-2,062-4%$14.5M$14.6M+$70.6K2026-10-23
Private Management Group Inc
DECREASED55,11258,327-3,215-6%$14.8M$14.6M-$223.0K2026-11-04
TrueMark Investments, LLC
INCREASED54,93150,803+4,128+8%$12.9M$14.5M+$1.6M2026-11-05
LexAurum Advisors, LLC
INCREASED54,88554,557+328+1%$13.9M$14.5M+$674.4K2026-10-19
Simplicity Wealth,LLC
INCREASED54,83653,196+1,640+3%$13.5M$14.5M+$1.0M2026-10-23
Soltis Investment Advisors LLC
INCREASED54,61649,990+4,626+9%$12.7M$14.5M+$1.8M2026-10-28
Goelzer Investment Management, Inc.
DECREASED53,90155,081-1,180-2%$14.0M$14.3M+$280.8K2026-10-16
Burns J W & Co Inc
INCREASED53,85953,495+364+1%$13.6M$14.3M+$672.5K2026-10-20
BLB&B Advisors, LLC
DECREASED53,82454,379-555-1%$13.8M$14.2M+$438.7K2026-10-27
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED53,53451,324+2,210+4%$13.0M$14.2M+$1.1M2026-11-03
WealthPlan Investment Management, LLC
DECREASED53,53055,333-1,803-3%$14.1M$14.2M+$118.6K2026-10-15
Phoenix Financial Ltd.
INCREASED53,16246,830+6,332+14%$11.9M$13.8M+$1.9M2026-11-09
Tufton Capital Management
DECREASED53,00253,500-498-1%$13.6M$14.0M+$444.0K2026-10-20
German American Bancorp, Inc.
INCREASED52,98949,493+3,496+7%$12.6M$14.0M+$1.5M2026-11-10
First Citizens Bank & Trust Co
INCREASED52,94730,811+22,136+72%$7.8M$14.0M+$6.2M2026-10-14
Citizens National Bank Trust Department
DECREASED52,92453,024-1000%$13.5M$14.0M+$544.6K2026-11-04
Harbour Investments, Inc.
DECREASED52,67869,981-17,303-25%$17.8M$13.9M-$3.8M2026-11-09
Marble Harbor Investment Counsel, LLC
DECREASED52,55654,429-1,873-3%$13.8M$13.9M+$90.6K2026-11-06
Commonwealth Retirement Investments LLC
INCREASED52,01051,914+96+0%$13.2M$13.8M+$584.6K2026-10-26
Naples Global Advisors, LLC
DECREASED52,00752,184-1770%$13.3M$13.8M+$515.3K2026-11-05
Oak Harvest Investment Services
INCREASED52,00330,789+21,214+69%$7.8M$13.8M+$5.9M2026-10-20
Frank, Rimerman Advisors LLC
INCREASED51,79651,668+128+0%$13.1M$13.7M+$590.2K2026-10-16
Globalt Investments LLC / GA
DECREASED51,51552,696-1,181-2%$13.4M$13.6M+$254.8K2026-10-27
CoreCap Advisors, LLC
INCREASED51,07847,921+3,157+7%$12.2M$13.5M+$1.4M2026-10-08
FFG Partners, LLC
INCREASED51,01549,597+1,418+3%$12.6M$13.5M+$909.4K2026-10-15
Ellevest, Inc.
INCREASED50,95650,449+507+1%$2.0M$2.2M+$215.4K2026-11-10
Hollow Brook Wealth Management LLC
INCREASED50,90041,158+9,742+24%$10.5M$13.5M+$3.0M2026-10-29
GAM Holding AG
DECREASED50,64057,382-6,742-12%$14.6M$13.4M-$1.2M2026-11-03
Equitable Trust Co
DECREASED50,57151,986-1,415-3%$13.2M$13.4M+$185.3K2026-10-13
Axxcess Wealth Management, LLC
DECREASED50,37990,046-39,667-44%$22.9M$13.3M-$9.5M2026-10-21
Vision Capital Management, Inc.
DECREASED50,37850,692-314-1%$12.9M$13.3M+$462.8K2026-10-20
Mirae Asset Securities (USA) Inc.
INCREASED50,10525,080+25,025+100%$6.4M$13.3M+$6.9M2026-10-15
Parr Mcknight Wealth Management Group, LLC
DECREASED50,03652,427-2,391-5%$13.3M$13.2M-$68.3K2026-10-30
Weybosset Research & Management LLC
DECREASED49,88650,844-958-2%$12.9M$13.2M+$294.0K2026-10-19
Cutler Investment Counsel LLC
DECREASED49,68150,046-365-1%$12.7M$13.2M+$442.2K2026-10-28
Nicholas Company, Inc.
UNCHANGED49,68049,68000%$12.6M$13.2M+$535.1K2026-11-05
Baker Avenue Asset Management, LP
INCREASED49,66043,298+6,362+15%$11.0M$13.1M+$2.2M2026-11-06
Columbia Asset Management
DECREASED49,58851,192-1,604-3%$13.0M$13.1M+$126.6K2026-10-19
Ellsworth Advisors, LLC
INCREASED49,53149,045+486+1%$12.1M$13.1M+$997.6K2026-10-15
Money Concepts Capital Corp
INCREASED49,39348,780+613+1%$12.4M$13.1M+$687.7K2026-11-06
Symphony Financial, Ltd. Co.
INCREASED49,03142,065+6,966+17%$10.9M$13.1M+$2.2M2026-10-22
Perryman Financial Advisory Inc
INCREASED48,97448,192+782+2%$12.2M$13.0M+$726.2K2026-10-16
Sagespring Wealth Partners, LLC
INCREASED48,95246,596+2,356+5%$11.8M$13.0M+$1.1M2026-10-22
M. Kraus & Co
DECREASED48,93049,461-531-1%$12.6M$13.0M+$392.1K2026-10-20
Laurel Wealth Advisors LLC
DECREASED48,69249,266-574-1%$12.5M$12.9M+$378.7K2026-10-27
Jacobs & Co
DECREASED48,63648,675-390%$12.4K$12.9M+$12.9M2026-10-09
Advanced Asset Management Advisors Inc
UNCHANGED48,39948,39900%$12.3M$12.8M+$521.3K2026-10-20
GFS Advisors, LLC
INCREASED48,32746,182+2,145+5%$144.0K$12.8M+$12.7M2026-11-03
Hennessy Advisors Inc
DECREASED48,20049,300-1,100-2%$12.5M$12.8M+$239.7K2026-10-28
Costello Asset Management, Inc
DECREASED48,01948,707-688-1%$12.4M$12.7M+$342.5K2026-10-30
Leavell Investment Management, Inc.
INCREASED48,01540,591+7,424+18%$10.3M$12.7M+$2.4M2026-11-09
Trust Co of Toledo NA
DECREASED47,67148,360-689-1%$12.3M$12.6M+$338.4K2026-10-16
Perennial Advisors, LLC
DECREASED47,47948,537-1,058-2%$12.3M$12.6M+$242.6K2026-10-13
Community Bank, N.A.
INCREASED47,45047,062+388+1%$12.0M$12.6M+$609.1K2026-11-06
Kathmere Capital Management, LLC
INCREASED47,03646,204+832+2%$11.7M$12.5M+$718.0K2026-10-20
Apella Capital, LLC
INCREASED46,99842,479+4,519+11%$11.4M$12.1M+$794.5K2026-10-08
Founders Capital Management
INCREASED46,92446,663+261+1%$11.9M$12.4M+$571.7K2026-10-13
Hunter Associates Investment Management LLC
INCREASED46,71446,617+97+0%$11.8M$12.4M+$523.0K2026-10-26
Lowe Brockenbrough & Co Inc
DECREASED46,66947,660-991-2%$12.1M$12.4M+$251.0K2026-11-09
Clark & Stuart, Inc
DECREASED46,57946,755-1760%$11.9M$12.3M+$457.0K2026-10-14
Meridian Wealth Management, LLC
DECREASED46,53253,587-7,055-13%$13.6M$12.3M-$1.3M2026-11-05
Western Wealth Management, LLC
INCREASED46,46932,063+14,406+45%$8.1M$9.6M+$1.5M2026-11-09
First Merchants Corp
DECREASED46,42749,522-3,095-6%$12.6M$12.3M-$286.0K2026-10-15
Bull Street Advisors, LLC
INCREASED46,33745,418+919+2%$11.5M$12.3M+$733.0K2026-10-20
Hixon Zuercher, LLC
DECREASED46,33147,061-730-2%$12.0M$12.3M+$313.6K2026-10-13
Legacy Trust
INCREASED46,30244,753+1,549+3%$11.4M$12.6M+$1.3M2026-11-06
Canal Capital Management, LLC
DECREASED46,29346,715-422-1%$11.9M$12.3M+$391.3K2026-11-10
HBK Sorce Advisory LLC
INCREASED46,22744,818+1,409+3%$11.5M$12.6M+$1.0M2026-11-06
Bogart Wealth, LLC
INCREASED46,03645,347+689+2%$11.5M$12.2M+$670.7K2026-11-10
Avantax Planning Partners, Inc.
INCREASED45,84245,393+449+1%$11.5M$12.1M+$607.7K2026-11-03
Ledyard National Bank
INCREASED45,82045,244+576+1%$11.5M$12.1M+$639.8K2026-10-21
Confluence Wealth Services, Inc.
DECREASED45,77349,349-3,576-7%$12.5M$12.1M-$415.4K2026-11-05
Strategic Wealth Investment Group, LLC
DECREASED45,60948,023-2,414-5%$12.2M$12.1M-$121.8K2026-10-29
Alpha Omega Wealth Management LLC
DECREASED45,52146,163-642-1%$11.7M$12.1M+$327.2K2026-10-23
Morningstar Investment Management LLC
INCREASED45,23643,576+1,660+4%$10.7M$12.0M+$1.3M2026-11-09
VAN Strum & Towne Inc.
INCREASED45,07444,632+442+1%$11.3M$11.9M+$597.7K2026-11-06
Telos Capital Management, Inc.
DECREASED45,05046,049-999-2%$11.7M$11.9M+$231.7K2026-11-02
Nations Financial Group Inc,
INCREASED44,88837,265+7,623+20%$9.5M$11.9M+$2.4M2026-11-05
Washington Trust Advisors, Inc.
DECREASED44,88744,934-470%$11.4M$11.9M+$471.5K2026-10-22
Sage Capital Advisors,llc
INCREASED44,81844,744+74+0%$11.4M$11.9M+$501.4K2026-10-13
Windle Wealth, LLC
DECREASED44,80345,541-738-2%$11.6M$11.9M+$295.1K2026-11-09
First National Bank & Trust Co of Newtown
DECREASED44,60744,991-384-1%$11.5M$12.2M+$653.2K2026-11-09
Dudley Capital Management, LLC
INCREASED44,57744,575+20%$11.3M$11.8M+$480.7K2026-10-23
Appleton Partners Inc
DECREASED44,53745,874-1,337-3%$11.7M$11.8M+$140.0K2026-10-30
Stokes Capital Advisors, LLC
INCREASED44,20443,686+518+1%$11.1M$11.7M+$607.6K2026-10-09
One Way Holdings LLC
INCREASED44,2014,556+39,645+870%$1.2M$11.7M+$10.5M2026-10-29
Spring Capital Management, LLC
INCREASED44,00843,834+174+0%$11.1M$11.7M+$518.2K2026-10-09
Kavar Capital Partners Group, LLC
INCREASED43,82243,615+207+0%$11.1M$11.6M+$524.5K2026-11-06
Towne Trust Company, N.a
DECREASED43,62544,360-735-2%$11.3M$11.5M+$283.2K2026-10-28
Advisor OS, LLC
DECREASED43,43247,366-3,934-8%$12.0M$11.5M-$531.5K2026-11-03
Smithbridge Asset Management Inc
DECREASED43,32243,597-275-1%$11.1M$11.5M+$396.8K2026-10-19
Granite Investment Partners, LLC
DECREASED43,30145,042-1,741-4%$11.4M$11.5M+$24.2K2026-11-04
Pennsylvania Capital Management Inc
INCREASED43,29342,653+640+2%$10.8M$11.5M+$628.8K2026-11-05
Hennion & Walsh Asset Management, Inc.
DECREASED43,04843,755-707-2%$11.1M$11.4M+$284.1K2026-10-13
Thompson Investment Management, Inc.
DECREASED42,85448,713-5,859-12%$12.4M$11.3M-$1.0M2026-10-14
Cohen Capital Management, Inc.
UNCHANGED42,81842,81800%$10.9M$11.3M+$461.2K2026-10-14
Pettee Investors, Inc.
INCREASED42,76441,619+1,145+3%$10.6M$11.3M+$751.4K2026-11-09
Fusion Capital, LLC
INCREASED42,59541,754+841+2%$10.6M$11.3M+$672.3K2026-10-28
TD Private Client Wealth LLC
INCREASED42,58940,175+2,414+6%$10.2M$11.3M+$1.1M2026-10-28
Indivisible Partners
INCREASED42,23325,301+16,932+67%$6.4M$11.2M+$4.8M2026-10-26
Harbor Investment Advisory, LLC
INCREASED42,17941,765+414+1%$10.6M$11.2M+$559.4K2026-10-13
Hamilton Point Investment Advisors, LLC
INCREASED41,92041,843+77+0%$10.6M$11.1M+$471.0K2026-11-03
Pioneer Trust Bank N A
INCREASED41,89740,771+1,126+3%$10.4M$11.1M+$737.2K2026-11-06
Lawson Kroeker Investment Management Inc
DECREASED41,77843,491-1,713-4%$11.0M$11.1M+$14.9K2026-10-22
Martin Capital Partners, LLC
DECREASED41,76541,803-380%$10.6M$11.1M+$440.3K2026-10-07
IFG Advisory, LLC
INCREASED41,75539,578+2,177+6%$10.1M$11.1M+$1.0M2026-11-09
Princeton Global Asset Management LLC
DECREASED41,63441,882-248-1%$10.6M$11.0M+$385.4K2026-10-21
Wedmont Private Capital
INCREASED41,61634,052+7,564+22%$8.8M$10.7M+$1.9M2026-10-09
Radnor Capital Management, LLC
DECREASED41,56042,628-1,068-3%$10.8M$11.0M+$176.4K2026-10-23
Thompson Siegel & Walmsley LLC
DECREASED41,55741,916-359-1%$10.6M$11.0M+$357.0K2026-11-05
Mengis Capital Management, Inc.
INCREASED41,25240,975+277+1%$10.4M$10.9M+$514.6K2026-10-13
SevenBridge Financial Group, LLC
DECREASED41,21543,610-2,395-5%$11.3M$10.7M-$616.0K2026-10-26
Wealth Enhancement Trust Services, Inc.
DECREASED41,18441,949-765-2%$10.7M$10.9M+$249.3K2026-10-07
Penn Davis Mcfarland Inc
DECREASED41,14241,217-750%$10.5M$10.9M+$424.1K2026-10-23
Columbus Macro, LLC
INCREASED40,95335,867+5,086+14%$9.1M$10.8M+$1.7M2026-10-14
SAX Wealth Advisors, LLC
INCREASED40,88636,609+4,277+12%$8.9M$10.8M+$1.9M2026-10-13
Verdence Capital Advisors LLC
INCREASED40,81031,901+8,909+28%$8.1M$10.8M+$2.7M2026-10-26
Capital City Trust Co
INCREASED40,70240,666+36+0%$10.3M$10.8M+$447.5K2026-10-22
Independent Financial Group, LLC
INCREASED40,49238,636+1,856+5%$9.8M$10.7M+$907.4K2026-10-13
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED40,38543,284-2,899-7%$11.0M$10.7M-$301.8K2026-10-30
Slocum, Gordon & Co LLP
DECREASED40,27742,489-2,212-5%$10.8M$10.7M-$128.0K2026-10-19
Blue Trust, Inc.
DECREASED40,24143,533-3,292-8%$11.1M$10.7M-$402.6K2026-10-15
Harrell Investment Partners, LLC
DECREASED40,19140,541-350-1%$10.3M$10.6M+$343.8K2026-10-15
Baxter Bros Inc
DECREASED40,15740,350-1930%$10.2M$10.6M+$383.5K2026-11-04
Family Capital Trust Co
DECREASED40,13040,402-272-1%$10.3M$10.6M+$362.7K2026-10-22
Aaron Wealth Advisors LLC
DECREASED40,11341,786-1,673-4%$10.6M$10.6M+$7.0K2026-10-13
Addison Capital Co
DECREASED40,05345,483-5,430-12%$11.6M$10.6M-$947.6K2026-11-09
Northstar Group, Inc.
DECREASED40,03041,370-1,340-3%$10.5M$10.6M+$90.9K2026-11-10
Genus Capital Management Inc.
DECREASED39,90748,853-8,946-18%$12.4M$10.6M-$1.8M2026-11-04
Fogel Capital Management, Inc.
INCREASED39,89839,013+885+2%$9.9M$10.6M+$654.5K2026-11-04
IFP Advisors, Inc
INCREASED39,87638,760+1,116+3%$9.8M$10.6M+$712.9K2026-10-16
Royal Fund Management, LLC
INCREASED39,80737,731+2,076+6%$9.6M$10.5M+$948.5K2026-10-22
Little House Capital LLC
DECREASED39,80440,136-332-1%$10.2M$10.5M+$344.6K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED39,67432,127+7,547+23%$8.2M$10.5M+$2.3M2026-10-14
Adell Harriman & Carpenter Inc
INCREASED39,66236,227+3,435+9%$9.2M$10.5M+$1.3M2026-11-02
Private Advisory Group LLC
DECREASED39,47243,812-4,340-10%$11.1M$10.4M-$677.1K2026-11-06
Lorne Steinberg Wealth Management Inc.
INCREASED39,47238,677+795+2%$9.8M$10.4M+$627.0K2026-10-23
Somerset Trust Co
DECREASED39,39839,817-419-1%$10.1M$10.4M+$317.9K2026-10-13
BCM Advisors, LLC
DECREASED39,26039,425-1650%$10.4M$10.7M+$341.3K2026-11-03
Searle & Co.
UNCHANGED39,25239,25200%$10.0M$10.4M+$422.7K2026-11-04
Wealthcare Advisory Partners LLC
INCREASED39,01637,978+1,038+3%$9.6M$10.3M+$684.0K2026-10-21
Marietta Wealth Management, LLC
DECREASED38,92939,543-614-2%$10.0M$9.9M-$158.3K2026-10-22
Private Trust Co NA
INCREASED38,92238,497+425+1%$9.8M$10.3M+$527.2K2026-10-20
SouthState Bank Corp
DECREASED38,78739,685-898-2%$10.1M$10.3M+$189.7K2026-11-09
Burke & Herbert Bank & Trust Co
DECREASED38,67439,190-516-1%$10.0M$10.2M+$285.5K2026-11-02
Stonebridge Financial Group, LLC
INCREASED38,55038,063+487+1%$9.7M$10.2M+$538.9K2026-10-01
Bonness Enterprises Inc
UNCHANGED38,53838,53800%$9.8M$10.2M+$415.1K2026-10-08
Coston, McIsaac & Partners
INCREASED38,52638,170+356+1%$9.7M$10.2M+$506.5K2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED38,51938,004+515+1%$9.7M$10.2M+$545.6K2026-10-08
Eagle Rock Investment Company, LLC
DECREASED38,51938,631-1120%$9.8M$10.2M+$386.4K2026-10-21
Dynamic Advisor Solutions LLC
DECREASED38,33039,490-1,160-3%$10.0M$10.1M+$118.3K2026-10-13
Independence Bank of Kentucky
DECREASED38,27239,479-1,207-3%$10.0M$10.1M+$105.6K2026-10-26
Donaldson Capital Management, LLC
INCREASED38,16237,882+280+1%$9.6M$10.1M+$482.2K2026-11-09
TCI Wealth Advisors, Inc.
DECREASED37,96638,577-611-2%$9.8M$10.1M+$253.8K2026-10-30
Accurate Wealth Management, LLC
INCREASED37,81732,380+5,437+17%$8.3M$9.4M+$1.1M2026-10-20
Congress Asset Management Co
INCREASED37,4925,359+32,133+600%$1.4M$9.9M+$8.6M2026-10-06
Petredis Investment Advisors LLC
INCREASED37,44637,247+199+1%$9.5M$9.9M+$453.8K2026-10-20
Addenda Capital Inc.
UNCHANGED37,40037,40000%$9.5M$9.9M+$402.8K2026-10-13
Archford Capital Strategies, LLC
DECREASED37,29340,636-3,343-8%$10.3M$9.9M-$447.3K2026-10-19
Ipswich Investment Management Co., Inc.
DECREASED37,23337,293-600%$9.5M$9.9M+$385.8K2026-10-13
Mattern Capital Management, LLC
DECREASED37,06839,870-2,802-7%$10.1M$9.8M-$312.4K2026-11-02
Rede Wealth, LLC
INCREASED37,05137,050+10%$9.4M$9.8M+$399.1K2026-10-22
NTV Asset Management LLC
INCREASED37,03732,909+4,128+13%$8.4M$9.8M+$1.4M2026-10-23
Aviance Capital Partners, LLC
INCREASED36,98136,810+171+0%$9.3M$9.8M+$441.7K2026-10-29
Profund Advisors LLC
INCREASED36,95332,688+4,265+13%$8.3M$9.8M+$1.5M2026-10-29
Excalibur Management Corp
DECREASED36,80737,287-480-1%$9.5M$9.7M+$274.2K2026-11-02
Sentry LLC
DECREASED36,74337,524-781-2%$9.5M$9.7M+$197.4K2026-10-30
SteelPeak Wealth, LLC
DECREASED36,70490,701-53,997-60%$23.0M$9.7M-$13.3M2026-10-16
Greenwood Capital Associates LLC
DECREASED36,55437,981-1,427-4%$9.6M$9.7M+$31.3K2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED36,48636,864-378-1%$9.4M$9.7M+$296.9K2026-10-23
Eastover Investment Advisors LLC
DECREASED36,14237,416-1,274-3%$9.5M$9.6M+$65.7K2026-10-05
Prentiss Smith & Co Inc
DECREASED35,72036,195-475-1%$9.2M$9.5M+$264.1K2026-10-27
Stolper Co
INCREASED35,72035,608+112+0%$9.0K$9.5M+$9.4M2026-10-13
Legacy Private Trust Co.
DECREASED35,67636,303-627-2%$9.2M$9.4M+$225.0K2026-10-06
Boit C F David
UNCHANGED35,50035,50000%$9.0M$9.4M+$382.3K2026-10-29
Chatham Capital Group, Inc.
INCREASED35,46434,213+1,251+4%$8.7M$9.4M+$699.5K2026-10-16
Jefferies Financial Group Inc.
DECREASED35,42468,010-32,586-48%$17.3M$9.4M-$7.9M2026-11-05
Constitution Capital LLC
INCREASED35,33531,820+3,515+11%$8.1M$9.4M+$1.3M2026-10-23
Capital Investment Advisory Services, LLC
DECREASED35,06035,778-718-2%$9.1M$9.3M+$212.1K2026-10-30
Beutel, Goodman & Co Ltd.
DECREASED34,97136,671-1,700-5%$9.3M$9.3M-$55.0K2026-11-04
Sava Infond d.o.o.
INCREASED34,93016,905+18,025+107%$4.3M$9.2M+$5.0M2026-10-28
First Premier Bank
DECREASED34,82636,024-1,198-3%$9.1K$9.2M+$9.2M2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED34,61234,137+475+1%$8.7M$9.2M+$493.3K2026-10-30
Monte Financial Group, LLC
INCREASED34,60833,979+629+2%$8.7M$9.2M+$451.6K2026-11-02
Harbour Trust & Investment Management Co
DECREASED34,57035,017-447-1%$8.9M$9.2M+$258.8K2026-10-28
Ascentis Independent Advisors
INCREASED34,560175+34,385+19649%$44.4K$9.2M+$9.1M2026-11-03
Florida Financial Advisors, LLC
INCREASED34,34031,192+3,148+10%$7.9M$9.1M+$1.2M2026-11-09
Asset Planning Services Inc
DECREASED34,26934,679-410-1%$8.8M$9.1M+$265.0K2026-10-15
Cypress Asset Management Inc
DECREASED34,24834,542-294-1%$8.8M$9.1M+$294.2K2026-10-09
Cassaday & Co Wealth Management LLC
INCREASED34,21933,482+737+2%$8.5M$9.1M+$555.9K2026-10-27
Mechanics Bank Trust Department
DECREASED34,20236,853-2,651-7%$9.4M$9.1M-$304.9K2026-10-13
Leuthold Group, LLC
INCREASED34,03131,085+2,946+9%$7.9M$9.0M+$1.1M2026-11-04
RFG Advisory, LLC
INCREASED33,99522,980+11,015+48%$5.8M$9.0M+$3.2M2026-11-03
Fourpath Capital Management, LLC
DECREASED33,97135,300-1,329-4%$9.0M$9.0M+$28.3K2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED33,92334,711-788-2%$8.8M$9.0M+$165.1K2026-10-20
Lanark Financial, Inc.
INCREASED33,75333,355+398+1%$8.5M$8.9M+$464.5K2026-10-26
Romano Brothers and Company
DECREASED33,64934,233-584-2%$8.7M$8.9M+$214.1K2026-10-22
West Branch Capital LLC
DECREASED33,39233,416-240%$8.5M$8.8M+$353.5K2026-10-20
TritonPoint Partners, LLC
DECREASED33,29574,443-41,148-55%$18.9M$8.8M-$10.1M2026-11-05
Simplex Trading, LLC
INCREASED33,28713,397+19,890+148%$3.4M$8.8M+$5.4M2026-11-04
Jacobi Capital Management LLC
INCREASED33,10633,028+78+0%$8.4M$8.8M+$376.1K2026-11-05
McBroom & Associates, LLC
DECREASED32,88436,886-4,002-11%$9.4M$8.7M-$662.2K2026-10-29
Fulcrum Asset Management LLP
INCREASED32,76020,815+11,945+57%$5.4M$8.8M+$3.4M2026-11-04
Financial & Tax Architects, LLC
DECREASED32,68433,269-585-2%$8.4M$8.7M+$203.4K2026-10-15
Robinson Smith Wealth Advisors LLC
UNCHANGED32,64932,64900%$8.3M$8.6M+$351.6K2026-10-22
James Investment Research, Inc.
DECREASED32,56134,169-1,608-5%$8.7M$8.6M-$57.7K2026-10-22
Chicago Partners Investment Group LLC
INCREASED32,49930,694+1,805+6%$8.0M$8.6M+$615.5K2026-10-27
Mcdonald Partners LLC
INCREASED32,18532,121+64+0%$8.2M$8.5M+$362.9K2026-11-03
Foyston, Gordon & Payne Inc
UNCHANGED32,13032,13000%$8.2M$8.5M+$346.0K2026-11-02
Integrated Advisors Network LLC
INCREASED32,05532,020+35+0%$8.1M$8.5M+$354.0K2026-10-20
Atlas Brown,Inc.
DECREASED32,01432,094-800%$8.2M$8.5M+$324.5K2026-10-09
Silver Lake Advisory, LLC
INCREASED31,98731,985+2+0%$8.1M$8.5M+$345.1K2026-10-22
Chronos Wealth Management, LLC
DECREASED31,98532,017-320%$8.1M$8.5M+$336.4K2026-10-20
NovaPoint Capital, LLC
DECREASED31,83532,178-343-1%$8.2M$8.4M+$255.9K2026-10-22
VestGen Advisors, LLC
DECREASED31,75635,531-3,775-11%$9.0M$8.4M-$616.8K2026-10-27
Generali Investments, Management Co LLC
DECREASED31,72732,881-1,154-4%$8.4M$8.4M+$48.6K2026-10-19
Cordatus Wealth Management LLC
DECREASED31,69032,020-330-1%$8.1M$8.4M+$257.5K2026-10-19
JGP Wealth Management, LLC
DECREASED31,65032,356-706-2%$8.2M$8.4M+$161.6K2026-10-13
Family Legacy, Inc.
INCREASED31,42531,020+405+1%$7.9M$8.3M+$441.3K2026-10-13
Clarity Wealth Advisors, LLC
INCREASED31,41330,927+486+2%$7.9M$8.3M+$461.8K2026-10-21
Fulton Bank, N.A.
DECREASED31,33132,005-674-2%$8.1M$8.3M+$166.3K2026-10-14
1834 Investment Advisors Co
DECREASED31,30536,351-5,046-14%$9.2M$8.3M-$944.3K2026-10-16
Iowa State Bank
DECREASED31,22633,394-2,168-6%$8.5M$8.3M-$214.3K2026-10-06
Uncommon Cents Investing Inc
INCREASED31,18530,737+448+1%$7.8M$8.3M+$449.6K2026-10-20
Rockline Wealth Management, LLC
DECREASED31,00131,519-518-2%$8.0M$8.2M+$202.4K2026-10-26
Norden Group LLC
DECREASED30,81634,402-3,586-10%$8.7M$8.2M-$578.4K2026-10-20
DLK Investment Management, LLC
DECREASED30,77833,009-2,231-7%$4.8M$8.1M+$3.3M2026-10-09
Tompkins Financial Corp
DECREASED30,72830,781-530%$7.8M$8.1M+$317.5K2026-10-05
Flagship Harbor Advisors, LLC
INCREASED30,71930,533+186+1%$7.8M$8.1M+$378.1K2026-10-26
Convergence Investment Partners, LLC
INCREASED30,69629,971+725+2%$7.6M$8.1M+$514.7K2026-10-28
Philadelphia Trust Co
UNCHANGED30,68830,68800%$7.8M$8.1M+$330.0K2026-11-05
Annex Advisory Services, LLC
INCREASED30,66828,619+2,049+7%$7.3M$8.1M+$850.7K2026-10-16
Mogy Joel R Investment Counsel Inc
DECREASED30,62030,730-1100%$7.8M$8.1M+$301.8K2026-10-13
Warren Street Wealth Advisors, LLC
INCREASED30,55229,570+982+3%$7.5M$8.1M+$578.4K2026-11-04
City Holding Co
INCREASED30,48929,051+1,438+5%$7.4M$8.1M+$693.2K2026-10-19
JFS Wealth Advisors, LLC
DECREASED30,47530,534-590%$7.8M$8.1M+$313.1K2026-11-03
LVW Advisors, LLC
INCREASED30,37124,697+5,674+23%$6.3M$8.0M+$1.8M2026-10-19
Plimoth Trust Co LLC
DECREASED30,31630,772-456-1%$7.8M$8.0M+$210.7K2026-10-26
Aull & Monroe Investment Management Corp
DECREASED30,28130,562-281-1%$7.8M$8.0M+$254.8K2026-10-16
M Holdings Securities, Inc.
NEW30,190—+30,190——$8.1K—2026-11-03
Berman McAleer LLC
INCREASED30,00129,864+137+0%$7.6M$7.9M+$357.9K2026-10-16
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED30,00030,00000%$7.6M$7.9M+$323.1K2026-11-06
Vestor Capital, LLC
DECREASED29,98871,452-41,464-58%$53.5K$4.4K-$49.1K2026-11-04
SGL Investment Advisors, Inc.
INCREASED29,96229,360+602+2%$7.7M$8.3M+$589.3K2026-11-09
Procyon Advisors, LLC
DECREASED29,92730,495-568-2%$7.7M$7.9M+$178.1K2026-10-21
Scissortail Wealth Management, LLC
INCREASED29,84829,667+181+1%$7.5M$7.9M+$367.4K2026-11-03
Curbstone Financial Management Corp
DECREASED29,82430,788-964-3%$7.8M$7.9M+$76.4K2026-10-21
Builder Investment Group Inc
DECREASED29,66429,676-120%$7.5M$7.9M+$316.4K2026-10-22
New England Research & Management, Inc.
INCREASED29,66229,527+135+0%$7.5M$7.9M+$353.7K2026-10-16
Davis Investment Partners, LLC
INCREASED29,57829,096+482+2%$7.4M$7.8M+$441.2K2026-11-05
Physicians Financial Services, Inc.
INCREASED29,56123,841+5,720+24%$6.1M$7.8M+$1.8M2026-11-04
Emerald Investment Advisers, LLC
DECREASED29,54232,530-2,988-9%$8.3M$7.8M-$440.7K2026-11-09
Integrity Alliance, Llc.
DECREASED29,53530,960-1,425-5%$7.9M$7.8M-$43.7K2026-10-29
Blume Capital Management, Inc.
DECREASED29,46145,083-15,622-35%$11.4M$7.8M-$3.7M2026-10-26
Geneos Wealth Management Inc.
INCREASED29,29727,094+2,203+8%$6.9M$7.8M+$874.9K2026-11-09
BG Investment Services, LLC
NEW29,241—+29,241——$7.7M—2026-10-23
Clear Trail Advisors, LLC
DECREASED29,07730,766-1,689-5%$7.8M$7.7M-$115.6K2026-10-20
LMG Wealth Partners, LLC
INCREASED28,96328,684+279+1%$7.3M$7.7M+$382.8K2026-11-05
CFS Investment Advisory Services, LLC
DECREASED28,82829,062-234-1%$7.6M$7.3M-$299.7K2026-10-19
Crossmark Global Holdings, Inc.
DECREASED28,81534,792-5,977-17%$8.8M$7.6M-$1.2M2026-10-21
Marco Investment Management LLC
DECREASED28,78028,817-370%$7.3M$7.6M+$300.6K2026-11-09
Larson Financial Group LLC
INCREASED28,76827,845+923+3%$7.1M$7.6M+$544.4K2026-11-05
StoneX Group Inc.
INCREASED28,58127,201+1,380+5%$6.9M$7.6M+$655.1K2026-11-03
Victrix Investment Advisors
INCREASED28,50528,068+437+2%$7.1M$7.5M+$417.8K2026-10-13
Inspire Trust Co, N.A.
DECREASED28,50031,500-3,000-10%$8.0M$7.5M-$455.0K2026-11-05
Bath Savings Trust Co
DECREASED28,30728,902-595-2%$7.3M$7.5M+$153.8K2026-10-07
Walter Public Investments Inc.
DECREASED28,21666,934-38,718-58%$17.0M$7.5M-$9.5M2026-11-05
Sterling Capital Management LLC
DECREASED28,21530,107-1,892-6%$7.6M$7.5M-$176.6K2026-10-22
HighPoint Advisor Group LLC
INCREASED28,19827,404+794+3%$7.0M$7.5M+$505.3K2026-11-09
Nixon Peabody Trust Co
INCREASED28,13422,335+5,799+26%$5.7M$7.4M+$1.8M2026-10-23
Baugh & Associates, LLC
INCREASED28,12326,273+1,850+7%$6.7M$6.7M+$56.1K2026-10-16
Mraz, Amerine & Associates, Inc.
INCREASED28,00527,909+96+0%$7.1M$7.4M+$326.0K2026-10-30
Harbor Capital Advisors, Inc.
DECREASED27,92028,172-252-1%$7.2M$7.4M+$237.0K2026-10-22
Mystic Asset Management, Inc.
DECREASED27,90328,377-474-2%$7.2M$7.4M+$180.0K2026-10-15
Hall Laurie J Trustee
DECREASED27,88030,162-2,282-8%$7.7M$7.4M-$279.3K2026-10-06
PFG Advisors
DECREASED27,83428,720-886-3%$7.3M$7.4M+$74.5K2026-10-16
RKL Wealth Management LLC
INCREASED27,71127,368+343+1%$7.0M$7.3M+$385.6K2026-10-16
Altrius Capital Management Inc
DECREASED27,59527,638-430%$7.0M$7.3M+$286.2K2026-11-05
Means Investment Co., Inc.
DECREASED27,57028,110-540-2%$7.1M$7.3M+$159.8K2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED27,53027,872-342-1%$7.1M$7.3M+$209.7K2026-11-03
Y-Intercept (Hong Kong) Ltd
INCREASED27,5224,405+23,117+525%$1.1M$7.3M+$6.2M2026-10-16
PKO Investment Management Joint-Stock Co
DECREASED27,50028,200-700-2%$7.2M$7.3M+$118.4K2026-10-19
Atwater Malick LLC
DECREASED27,49427,778-284-1%$7.1M$7.3M+$224.0K2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED27,40126,680+721+3%$6.8M$7.3M+$478.1K2026-11-04
Pavion Blue Capital, LLC
DECREASED27,36927,864-495-2%$7.1M$7.2M+$169.2K2026-11-05
Burney Co/
DECREASED27,35428,586-1,232-4%$7.3M$7.2M-$18.2K2026-10-15
Stablepoint Partners, LLC
DECREASED27,32129,950-2,629-9%$7.6M$7.2M-$373.4K2026-11-03
Atwood & Palmer Inc
INCREASED27,27824,671+2,607+11%$6.3M$7.2M+$956.1K2026-10-08
Northcape Wealth Management, LLC
DECREASED27,26427,388-1240%$7.0M$7.2M+$262.0K2026-11-04
McGuire Investment Group, LLC
INCREASED27,25827,252+6+0%$6.9M$7.2M+$295.0K2026-10-23
First American Bank
DECREASED27,22430,983-3,759-12%$7.9M$7.2M-$661.5K2026-10-27
Trust Point Inc.
INCREASED27,15525,181+1,974+8%$6.4M$7.2M+$793.8K2026-10-27
China Universal Asset Management Co., Ltd.
DECREASED27,15128,214-1,063-4%$7.2M$7.3M+$99.3K2026-10-28
Sweeney & Michel, LLC
DECREASED27,10727,794-687-2%$7.2M$7.2M-$28.9K2026-10-16
Hengehold Capital Management LLC
DECREASED26,96727,583-616-2%$7.0M$7.1M+$133.8K2026-10-16
Hendley & Co Inc
DECREASED26,94227,024-820%$6.9K$7.1M+$7.1M2026-10-29
True Private Wealth Advisors
INCREASED26,92526,804+121+0%$6.8M$7.1M+$320.8K2026-10-19
Morse Asset Management, Inc
INCREASED26,89426,231+663+3%$6.7M$7.1M+$458.0K2026-11-09
Journey Advisory Group, LLC
INCREASED26,84625,892+954+4%$6.6M$7.1M+$531.3K2026-11-04
Trust Asset Management LLC
UNCHANGED26,76126,76100%$6.8M$7.1M+$288.2K2026-11-03
Advisortrust Partners, LLC
INCREASED26,72925,546+1,183+5%$6.5M$7.1M+$588.3K2026-11-02
Asio Capital, LLC
INCREASED26,66024,947+1,713+7%$6.3M$7.1M+$722.2K2026-10-19
Hall Capital Management Co Inc
DECREASED26,59327,021-428-2%$6.9M$7.0M+$177.7K2026-11-09
Agate Pass Investment Management, LLC
DECREASED26,54126,564-230%$6.7M$7.0M+$280.1K2026-10-20
First Pacific Financial
INCREASED26,46822,381+4,087+18%$5.7M$7.0M+$1.3M2026-10-14
Sterling Investment Advisors, Ltd.
DECREASED26,44026,524-840%$6.7M$7.0M+$263.4K2026-10-27
Old Second National Bank of Aurora
DECREASED26,40527,204-799-3%$6.9M$7.0M+$81.5K2026-10-22
LS Investment Advisors, LLC
INCREASED26,39726,260+137+1%$6.7M$7.0M+$319.0K2026-10-13
ASO Group Ltd
INCREASED26,39114,760+11,631+79%$3.7M$7.0M+$3.2M2026-11-05
Whitener Capital Management, Inc.
INCREASED26,38526,121+264+1%$6.6M$7.0M+$351.2K2026-10-15
Clearstead Trust, LLC
INCREASED26,38225,970+412+2%$6.6M$7.0M+$388.6K2026-11-06
Grey Ledge Advisors, LLC
DECREASED26,36527,060-695-3%$6.9M$7.0M+$107.5K2026-11-02
Farmers & Merchants Trust Co of Long Beach
INCREASED26,34926,089+260+1%$6.6M$7.0M+$349.8K2026-10-22
Waldron Private Wealth LLC
INCREASED26,34526,341+4+0%$6.7M$7.0M+$284.8K2026-11-02
Griffith & Werner, Inc.
INCREASED26,24424,833+1,411+6%$6.3M$6.9M+$640.9K2026-11-04
Focus Financial Network, Inc.
DECREASED26,12726,353-226-1%$6.7M$6.9M+$224.1K2026-10-14
SFE Investment Counsel
DECREASED26,11826,617-499-2%$6.8M$6.9M+$154.6K2026-10-29
Signet Investment Advisory Group, Inc.
DECREASED26,06726,478-411-2%$6.7M$6.9M+$176.4K2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED26,04824,885+1,163+5%$6.3M$6.9M+$575.9K2026-10-16
Masterinvest Kapitalanlage GmbH
DECREASED25,98930,423-4,434-15%$7.7M$6.9M-$846.2K2026-11-03
Gryphon Financial Partners LLC
INCREASED25,96425,825+139+1%$6.6M$6.9M+$314.9K2026-11-04
Ballast, Inc.
INCREASED25,87425,218+656+3%$6.4M$6.8M+$445.3K2026-10-20
Chapin Davis, Inc.
DECREASED25,83425,860-260%$6.6M$6.8M+$271.5K2026-10-09
Exchange Bank
DECREASED25,82326,800-977-4%$6.8M$6.8M+$30.0K2026-10-07
Investment Advisory Services Inc
DECREASED25,81626,036-220-1%$6.6M$6.8M+$222.4K2026-10-27
Butensky & Cohen Financial Security, Inc
DECREASED25,77426,840-1,066-4%$6.8M$6.8M+$6.9K2026-10-13
R.H. Investment Group, LLC
DECREASED25,77325,915-142-1%$6.6M$6.8M+$241.5K2026-11-09
Portfolio Design Labs, LLC
DECREASED25,74626,190-444-2%$6.7M$6.8M+$164.5K2026-11-04
Delta Financial Advisors LLC
INCREASED25,73025,593+137+1%$6.5M$6.8M+$311.8K2026-10-27
Inscription Capital, LLC
DECREASED25,69629,836-4,140-14%$7.6M$6.8M-$774.6K2026-11-02
Studio Investment Management LLC
DECREASED25,60626,678-1,072-4%$6.8M$6.8M+$3.5K2026-10-22
Silverlake Wealth Management LLC
DECREASED25,60425,888-284-1%$6.6M$6.8M+$203.5K2026-10-21
Argyle Capital Management, LLC
DECREASED25,54925,649-1000%$6.5M$6.8M+$249.8K2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED25,54725,918-371-1%$6.6M$6.8M+$180.9K2026-10-15
Buckhead Capital Management LLC
INCREASED25,46623,115+2,351+10%$5.9M$6.7M+$871.4K2026-11-03
Thoroughbred Financial Services, LLC
DECREASED25,44025,834-394-2%$6.6M$6.7M+$174.0K2026-11-09
MCF Advisors LLC
INCREASED25,44025,362+78+0%$6.4M$6.7M+$293.9K2026-10-28
Aries Wealth Management
DECREASED25,38425,436-520%$6.5M$6.7M+$260.2K2026-10-23
Founders Financial Securities LLC
INCREASED25,37823,408+1,970+8%$5.9M$6.7M+$773.7K2026-10-28
Moody National Bank Trust Division
DECREASED25,35527,945-2,590-9%$7.1M$6.7M-$384.7K2026-10-06
White Pine Capital LLC
DECREASED25,33725,431-940%$6.5M$6.7M+$249.0K2026-11-09
Nwam LLC
INCREASED25,31025,030+280+1%$6.4M$6.7M+$343.8K2026-11-09
Promethium Advisors,llc
DECREASED25,30325,483-180-1%$6.5M$6.7M+$226.8K2026-10-19
McGinn Penninger Investment Management, Inc.
DECREASED25,28125,942-661-3%$6.6M$6.7M+$104.0K2026-11-09
Weatherly Asset Management L. P.
DECREASED25,23426,996-1,762-7%$6.9M$6.7M-$175.7K2026-10-20
Platform Technology Partners
INCREASED25,23424,647+587+2%$6.3M$6.7M+$420.7K2026-11-02
Impact Capital Partners LLC
DECREASED25,08125,378-297-1%$6.4M$6.6M+$194.7K2026-10-22
Cincinnati Casualty Co
UNCHANGED25,00025,00000%$6.3M$6.6M+$269.3K2026-11-03
Cincinnati Indemnity Co
UNCHANGED25,00025,00000%$6.3M$6.6M+$269.3K2026-11-03
Wasatch Advisors LP
DECREASED24,99927,670-2,671-10%$7.0M$6.6M-$409.1K2026-10-13
Fragasso Financial Advisors Inc
DECREASED24,96225,026-640%$6.4M$6.5M+$170.1K2026-10-13
Brady Family Wealth, LLC
DECREASED24,87327,004-2,131-8%$6.9M$6.6M-$273.4K2026-11-02
Applied Finance Capital Management, LLC
DECREASED24,79725,604-807-3%$6.5M$6.6M+$62.1K2026-11-03
Premier Path Wealth Partners, LLC
INCREASED24,76223,211+1,551+7%$5.9M$6.6M+$660.4K2026-10-16
Key FInancial Inc
DECREASED24,74025,096-356-1%$6.4M$6.5M+$176.1K2026-11-02
Oak Asset Management, LLC
DECREASED24,73625,201-465-2%$6.4M$6.5M+$148.3K2026-10-13
Heritage Wealth Management, Inc.
DECREASED24,72526,961-2,236-8%$6.8M$6.5M-$301.7K2026-10-28
Lineweaver Wealth Advisors, LLC
INCREASED24,70324,534+169+1%$6.2M$6.5M+$309.1K2026-10-13
SVB Wealth LLC
DECREASED24,66227,472-2,810-10%$7.0M$6.5M-$448.0K2026-11-06
Capital Asset Advisory Services LLC
DECREASED24,66226,233-1,571-6%$6.7M$6.6M-$62.4K2026-10-30
Axxion S.A.
INCREASED24,64924,549+100+0%$6.2M$6.5M+$290.9K2026-10-22
Redmond Asset Management, LLC
DECREASED24,61224,693-810%$6.3M$6.5M+$244.5K2026-10-27
Chicago Trust Co NA
INCREASED24,56821,762+2,806+13%$5.5M$6.5M+$977.2K2026-10-28
Hudson Edge Investment Partners Inc.
DECREASED24,54631,250-6,704-21%$7.9M$6.5M-$1.4M2026-10-28
Accretive Wealth Partners, LLC
INCREASED24,48919,746+4,743+24%$5.0M$6.5M+$1.5M2026-11-06
Barlow Wealth Partners, LLC
DECREASED24,44824,463-150%$6.4M$6.2M-$214.7K2026-10-15
Patton Albertson Miller Group, LLC
INCREASED24,40824,338+70+0%$6.2M$6.5M+$280.7K2026-10-26
Thrive Capital Management, LLC
DECREASED24,34526,428-2,083-8%$6.7M$6.4M-$266.8K2026-10-28
James T. Borello RIA
INCREASED24,31824,126+192+1%$6.1M$6.4M+$310.6K2026-10-16
YHB Investment Advisors, Inc.
INCREASED24,31524,249+66+0%$6.2M$6.4M+$278.7K2026-10-08
Cullen Investment Group, Ltd.
DECREASED24,30124,881-580-2%$6.3M$6.4M+$90.0K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED24,29425,549-1,255-5%$6.5M$6.4M-$57.1K2026-10-15
Asset One Wealth Management LLC
INCREASED24,2285,168+19,060+369%$1.3M$6.4M+$5.1M2026-11-02
Northside Capital Management, LLC
DECREASED24,19124,258-670%$6.2M$6.4M+$243.5K2026-10-13
Claro Advisors Inc.
INCREASED24,15622,661+1,495+7%$5.8M$6.4M+$639.8K2026-11-02
TFC Financial Management, Inc.
DECREASED24,13448,938-24,804-51%$12.4M$6.4M-$6.0M2026-10-26
RED Cedar Investment Management, LLC
UNCHANGED24,12824,12800%$6.1M$6.4M+$259.9K2026-11-04
Tred Avon Family Wealth, LLC
DECREASED24,08625,826-1,740-7%$6.6M$6.4M-$182.5K2026-10-20
180 Wealth Advisors, LLC
INCREASED24,05212,751+11,301+89%$3.2M$6.4M+$3.1M2026-11-03
Marathon Capital Management
DECREASED24,00625,121-1,115-4%$6.4M$6.4M-$24.9K2026-10-23
Signal Advisors Wealth, LLC
INCREASED24,00323,993+10+0%$6.1M$6.4M+$261.1K2026-10-13
Sivik Global Healthcare LLC
INCREASED24,00020,000+4,000+20%$4.9K$6.4M+$6.3M2026-10-13
Brick & Kyle, Associates
INCREASED23,97722,555+1,422+6%$5.5M$6.3M+$834.2K2026-11-05
Embree Financial Group
INCREASED23,91723,873+44+0%$6.1M$6.3M+$268.7K2026-10-22
Azzad Asset Management Inc
DECREASED23,90824,292-384-2%$6.2M$6.3M+$160.0K2026-11-04
Valmark Advisers, Inc.
INCREASED23,84023,608+232+1%$6.0M$6.3M+$315.7K2026-11-06
Brendel Financial Advisors LLC
DECREASED23,82325,361-1,538-6%$6.4M$6.3M-$134.0K2026-11-09
Nilsine Partners, LLC
DECREASED23,79823,855-570%$6.1M$6.3M+$241.8K2026-11-02
Fruth Investment Management
DECREASED23,71723,912-195-1%$6.1K$6.3M+$6.3M2026-10-13
Aprio Wealth Management, LLC
INCREASED23,66521,754+1,911+9%$5.5M$6.3M+$740.1K2026-10-28
S-Bank Fund Management Ltd
INCREASED23,65822,884+774+3%$5.8M$6.3M+$451.4K2026-11-06
Alkeme Wealth, LLC
DECREASED23,61424,683-1,069-4%$6.3M$6.3M-$17.2K2026-10-08
Elite Wealth Management, Inc.
NEW23,106—+23,106——$6.1M—2026-11-03
RMR Wealth Builders
INCREASED23,08922,056+1,033+5%$5.6M$6.1M+$511.0K2026-10-22
Patten Group, Inc.
INCREASED23,08722,927+160+1%$5.8M$6.1M+$289.2K2026-10-26
Essex LLC
INCREASED23,06122,708+353+2%$5.8M$6.1M+$338.1K2026-10-14
Deseret Mutual Benefit Administrators
DECREASED23,02323,848-825-3%$6.1M$6.1M+$38.4K2026-11-04
Citadel Investment Advisory, Inc.
DECREASED23,00123,054-530%$5.9M$6.1M+$234.0K2026-10-15
MSH Capital Advisors LLC
INCREASED22,97922,564+415+2%$5.7M$6.1M+$352.2K2026-11-03
Founders Capital Management, LLC
UNCHANGED22,89922,89900%$5.8M$6.1M+$246.6K2026-10-23
Smith Shellnut Wilson LLC
UNCHANGED22,83622,83600%$5.8M$6.0M+$245.9K2026-10-21
Dominguez Wealth Management Solutions, Inc.
DECREASED22,77023,133-363-2%$5.9M$6.0M+$153.3K2026-10-07
Cohen Investment Advisors LLC
DECREASED22,74924,730-1,981-8%$6.3M$6.0M-$258.1K2026-10-20
Novem Group
INCREASED22,7487,906+14,842+188%$2.0M$6.0M+$4.0M2026-10-19
Fiduciary Family Office, LLC
INCREASED22,74314,960+7,783+52%$3.8M$6.0M+$2.2M2026-11-04
Advisors Management Group Inc
INCREASED22,74322,144+599+3%$5.6M$6.0M+$397.0K2026-11-05
Covenant Asset Management, LLC
INCREASED22,72412,700+10,024+79%$3.2M$6.0M+$2.8M2026-10-14
Eley Financial Management, Inc
INCREASED22,72322,697+26+0%$5.8M$6.0M+$251.3K2026-11-03
3Chopt Investment Partners, LLC
INCREASED22,71821,776+942+4%$5.5M$6.0M+$483.9K2026-10-30
Bangor Savings Bank
DECREASED22,70523,282-577-2%$5.9M$6.0M+$98.0K2026-10-06
Dillon & Associates Inc
DECREASED22,65723,002-345-1%$5.8M$6.0M+$161.0K2026-10-22
Quadrant Private Wealth Management, LLC
NEW22,587—+22,587——$6.0M—2026-11-04
Cigna Investments Inc
DECREASED22,52122,771-250-1%$5.8M$6.0M+$178.0K2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED22,48422,910-426-2%$5.8M$6.0M+$134.0K2026-11-02
Beacon Bank & Trust
DECREASED22,48225,389-2,907-11%$6.4M$6.0M-$496.2K2026-10-27
Pacifica Partners Inc.
INCREASED22,47722,013+464+2%$5.8M$5.8M+$26.6K2026-10-09
Mitchell Capital Management Co
INCREASED22,45222,426+26+0%$5.7M$5.9M+$248.4K2026-10-29
Sompo Asset Management Co., Ltd.
DECREASED22,43424,001-1,567-7%$6.1M$5.9M-$156.4K2026-11-10
Patriot Financial Group Insurance Agency, LLC
INCREASED22,3068,891+13,415+151%$2.3M$5.9M+$3.7M2026-10-14
Parkside Financial Bank & Trust
INCREASED22,21521,931+284+1%$5.6M$5.9M+$311.2K2026-10-27
Strengthening Families & Communities, LLC
INCREASED22,14421,481+663+3%$5.5M$5.9M+$406.9K2026-10-21
Matthew Goff Investment Advisor, LLC
DECREASED22,12622,560-434-2%$5.7M$5.9M+$128.1K2026-10-13
Drystone LLC
DECREASED22,07822,123-450%$5.6M$5.8M+$226.3K2026-10-30
Meridian Investment Counsel Inc.
DECREASED22,06522,704-639-3%$5.8M$5.8M+$75.4K2026-10-14
St. Clair Advisors, LLC
INCREASED22,02621,699+327+2%$5.5M$5.8M+$320.3K2026-10-13
Thrive Wealth Management, LLC
DECREASED21,95822,510-552-2%$5.7M$5.8M+$96.2K2026-10-13
EagleClaw Capital Managment, LLC
DECREASED21,95722,283-326-1%$5.7M$5.8M+$153.7K2026-11-06
QV Investors Inc.
DECREASED21,92025,880-3,960-15%$6.6M$5.8M-$770.0K2026-10-20
Crescent Sterling, Ltd.
DECREASED21,90522,059-154-1%$5.6M$5.8M+$196.7K2026-10-16
Deane Retirement Strategies, Inc.
DECREASED21,84722,015-168-1%$5.6M$5.8M+$191.2K2026-10-09
Davis-Rea Ltd.
DECREASED21,76222,219-457-2%$5.6M$5.8M+$118.3K2026-10-13
Lincoln Capital LLC
DECREASED21,74322,417-674-3%$5.7M$5.8M+$76.6K2026-10-09
Boyd Watterson Asset Management LLC
DECREASED21,58321,610-270%$5.5M$5.7M+$225.6K2026-11-06
Manchester Capital Management LLC
DECREASED21,52821,837-309-1%$5.5M$5.7M+$153.4K2026-10-22
Catalyst Financial Partners LLC
DECREASED21,50324,867-3,364-14%$6.3M$5.7M-$622.8K2026-11-06
B.A. Schrock Wealth Management, Inc.
NEW21,470—+21,470——$5.6M—2026-10-15
Diversified Enterprises, LLC
INCREASED21,43517,605+3,830+22%$4.5M$5.7M+$1.2M2026-10-19
Lakeside Advisors, Inc.
DECREASED21,40121,640-239-1%$5.5M$5.7M+$169.9K2026-10-20
Bernzott Capital Advisors
DECREASED21,38122,152-771-3%$5.6M$5.7M+$34.6K2026-10-29
Mitchell Sinkler & Starr
DECREASED21,37321,432-590%$5.4M$5.7M+$215.2K2026-10-13
Biltmore Family Office, LLC
INCREASED21,35120,990+361+2%$5.3M$5.7M+$321.6K2026-11-03
Belpointe Asset Management LLC
INCREASED21,32016,266+5,054+31%$4.1M$5.6M+$1.5M2026-11-09
Beaton Management Co. Inc.
DECREASED21,27021,384-114-1%$5.4M$5.6M+$200.0K2026-11-09
WBH Advisory Inc
INCREASED21,26920,928+341+2%$5.3M$5.6M+$315.8K2026-11-05
Leelyn Smith, LLC
DECREASED21,25921,527-268-1%$5.5M$5.6M+$161.0K2026-11-03
Carrera Capital Advisors
INCREASED21,25720,094+1,163+6%$5.1M$5.6M+$524.1K2026-11-03
McAdam, LLC
DECREASED21,23522,221-986-4%$5.6M$5.6M-$21.6K2026-10-21
Investmark Advisory Group LLC
INCREASED21,19820,101+1,097+5%$5.1M$5.6M+$507.4K2026-10-27
Kampmann Melissa S.
INCREASED21,19821,188+10+0%$5.4M$5.6M+$230.8K2026-10-28
Anderson Hoagland & Co
UNCHANGED21,15521,15500%$5.4M$5.7M+$288.6K2026-10-23
Dickmeyer Boyce Financial Management, Inc.
DECREASED21,12621,392-266-1%$5.4M$5.6M+$160.0K2026-10-08
Bfsg, LLC
DECREASED21,08721,466-379-2%$5.5M$5.6M+$130.9K2026-10-30
Financial Security Advisor, Inc.
DECREASED20,88921,092-203-1%$5.4M$5.5M+$173.4K2026-11-03
Autumn Glory Partners, LLC
INCREASED20,88320,874+9+0%$5.3M$5.5M+$227.1K2026-10-26
Blue Fin Capital, Inc.
INCREASED20,82820,710+118+1%$5.3M$5.5M+$254.2K2026-10-28
Range Financial Group LLC
INCREASED20,77520,421+354+2%$5.2M$5.5M+$313.6K2026-10-21
Southland Equity Partners LLC
INCREASED20,64420,549+95+0%$5.2M$5.5M+$246.4K2026-10-14
Columbia Bank
INCREASED20,63020,290+340+2%$5.2M$5.5M+$308.5K2026-10-29
CPC Advisors, LLC
INCREASED20,56418,029+2,535+14%$4.6M$5.4M+$865.3K2026-10-21
Avior Wealth Management, LLC
DECREASED20,54624,324-3,778-16%$6.2M$5.4M-$738.2K2026-10-13
TAGStone Capital, Inc.
INCREASED20,45120,406+45+0%$5.2M$5.4M+$231.6K2026-11-09
Acumen Wealth Advisors, LLC
DECREASED20,35122,207-1,856-8%$5.6M$5.4M-$252.2K2026-11-05
Angeles Wealth Management, LLC
DECREASED20,30420,743-439-2%$5.3M$5.4M+$107.2K2026-10-26
Weaver Capital Management LLC
INCREASED20,27018,974+1,296+7%$4.6M$5.4M+$728.4K2026-10-15
Gold Investment Management Ltd.
INCREASED20,26019,891+369+2%$5.1M$5.4M+$311.9K2026-10-19
Aspiriant, LLC
INCREASED20,25919,981+278+1%$5.1M$5.4M+$287.9K2026-10-16
Cordgrass Capital Advisors, LLC
DECREASED20,23020,326-960%$5.2M$5.4M+$193.5K2026-10-30
apricus wealth, LLC
INCREASED20,21919,714+505+3%$5.0M$5.4M+$346.0K2026-10-26
Clean Yield Group
INCREASED20,17819,963+215+1%$5.1M$5.3M+$271.9K2026-10-28
AMI Investment Management Inc
DECREASED20,15220,905-753-4%$5.3M$5.3M+$25.8K2026-10-27
Cache Advisors, LLC
INCREASED20,07417,578+2,496+14%$4.5M$5.3M+$850.1K2026-10-16
Formidable Asset Management, LLC
DECREASED20,06523,878-3,813-16%$5.9M$5.1M-$760.6K2026-11-03
DSG Capital Advisors, LLC
INCREASED20,00019,770+230+1%$5.0M$5.3M+$276.2K2026-11-05
Northern Capital Management, Inc.
UNCHANGED19,99219,99200%$5.1M$5.3M+$215.4K2026-11-05
Kentucky Trust Co
DECREASED19,92720,789-862-4%$5.3M$5.3M-$4.3K2026-10-15
Bochk Asset Management Ltd
INCREASED19,90015,290+4,610+30%$3.9M$5.3M+$1.4M2026-10-29
Retirement Planning Group, LLC
DECREASED19,86020,922-1,062-5%$5.3M$5.3M-$55.8K2026-10-19
Acropolis Investment Management, LLC
DECREASED19,82320,115-292-1%$5.1M$5.2M+$139.3K2026-10-08
Independent Solutions Wealth Management, LLC
INCREASED19,80419,481+323+2%$4.9M$5.2M+$295.4K2026-10-28
Shufro Rose & Co LLC
UNCHANGED19,69619,69600%$5.0M$5.2M+$212.1K2026-11-10
Oarsman Capital, Inc.
INCREASED19,63619,140+496+3%$4.9M$5.2M+$337.5K2026-11-05
Kestra Investment Management, LLC
DECREASED19,61520,960-1,345-6%$5.3M$5.2M-$130.3K2026-11-04
CFC Planning Co LLC
INCREASED19,61519,405+210+1%$4.9M$5.2M+$264.8K2026-10-28
Thayer Partners, LLC / MA
INCREASED19,57219,408+164+1%$4.9M$5.2M+$252.7K2026-11-06
Wescott Financial Advisory Group, LLC
DECREASED19,55120,318-767-4%$5.2M$5.2M+$15.8K2026-11-09
Howard Capital Management, LLC
DECREASED19,46219,725-263-1%$5.0M$5.2M+$142.8K2026-10-16
Western Financial Corp
INCREASED19,45118,819+632+3%$4.8M$5.1M+$370.1K2026-10-14
PDS Planning, Inc
INCREASED19,39319,261+132+1%$4.9M$5.1M+$242.4K2026-11-03
Franklin Street Advisors Inc
DECREASED19,36319,450-870%$4.9M$5.1M+$186.3K2026-10-13
Greenspring Advisors, LLC
INCREASED19,3408,433+10,907+129%$2.1M$5.1M+$3.0M2026-11-05
Legacy Advisors, LLC
DECREASED19,32736,926-17,599-48%$9.4M$5.1M-$4.3M2026-10-19
Portside Wealth Group, LLC
DECREASED19,28728,497-9,210-32%$7.2M$5.1M-$2.1M2026-10-20
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
DECREASED19,16819,356-188-1%$4.9M$5.1M+$158.8K2026-11-10
Magnus Financial Group LLC
INCREASED19,16217,751+1,411+8%$4.5M$5.1M+$564.6K2026-10-21
Cornerstone Planning, LLC
INCREASED19,12319,065+58+0%$4.8M$4.9M+$63.5K2026-10-27
Resonant Capital Advisors, LLC
DECREASED19,12319,135-120%$4.9M$5.1M+$202.9K2026-10-15
VCI Wealth Management LLC
INCREASED19,122888+18,234+2053%$225.5K$5.1M+$4.8M2026-10-29
Peoples Financial Services Corp.
DECREASED19,00419,251-247-1%$4.9M$5.0M+$141.8K2026-10-20
Annis Gardner Whiting Capital Advisors, LLC
DECREASED19,00419,005-10%$4.8M$5.0M+$204.4K2026-11-09
Everhart Financial Group, Inc.
INCREASED18,95918,334+625+3%$4.7M$5.0M+$363.1K2026-10-08
Simon Quick Advisors, LLC
INCREASED18,90614,359+4,547+32%$3.6M$5.0M+$1.4M2026-10-26
Home Federal Bank of Tennessee
DECREASED18,89319,028-135-1%$4.8M$5.0M+$169.2K2026-10-15
Pathway Financial Advisers, LLC
INCREASED18,87918,460+419+2%$4.7M$5.0M+$309.7K2026-10-27
AM Investment Strategies LLC
INCREASED18,86818,858+10+0%$4.8K$5.0M+$5.0M2026-11-05
Triangle Securities Wealth Management
DECREASED18,85719,048-191-1%$4.8M$5.0M+$154.5K2026-10-14
Financial Advisory Partners, LLC
DECREASED18,83519,155-320-2%$4.9M$5.0M+$121.6K2026-10-23
Shoker Investment Counsel, Inc.
DECREASED18,82618,845-190%$4.8M$5.0M+$197.8K2026-11-04
Schear Investment Advisers, LLC
INCREASED18,8053,933+14,872+378%$998.9K$5.0M+$4.0M2026-10-14
Tempo Wealth, LLC
INCREASED18,80517,957+848+5%$4.6M$5.0M+$418.0K2026-10-14
Perpetual Ltd
DECREASED18,79523,917-5,122-21%$6.1M$5.0M-$1.1M2026-10-13
Maia Wealth LLC
INCREASED18,79316,733+2,060+12%$4.2M$5.0M+$725.7K2026-10-19
Texas Bank & Trust Co
DECREASED18,79018,940-150-1%$4.8M$5.0M+$164.3K2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED18,74719,075-328-2%$4.8M$5.0M+$119.0K2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED18,74418,396+348+2%$4.7M$5.0M+$290.2K2026-10-19
Mitchell & Pahl Private Wealth, LLC
DECREASED18,70318,704-10%$4.8M$5.0M+$201.2K2026-10-14
Cornell Pochily Investment Advisors, Inc.
DECREASED18,57818,975-397-2%$4.8M$4.9M+$99.2K2026-10-19
Monument Capital Management
INCREASED18,53418,097+437+2%$4.6M$4.9M+$310.6K2026-10-09
Oakworth Capital, Inc.
INCREASED18,51018,417+93+1%$4.7M$4.9M+$222.9K2026-10-26
Aspen Investment Management Inc
INCREASED18,49418,458+36+0%$4.7K$4.9M+$4.9M2026-11-05
Cape ANN Savings Bank
DECREASED18,41518,594-179-1%$4.7M$4.9M+$152.9K2026-11-09
Investment Research & Advisory Group, Inc.
INCREASED18,36218,355+7+0%$4.7M$4.9M+$209.2K2026-10-19
Vela Investment Management, LLC
DECREASED18,35726,143-7,786-30%$6.6M$4.9M-$1.8M2026-11-09
Adirondack Trust Co
DECREASED18,33419,692-1,358-7%$5.0M$4.9M-$147.6K2026-10-14
Gerald Baker Financial Group LLC
INCREASED18,31818,304+14+0%$4.6M$4.8M+$200.8K2026-10-09
Concord Wealth Partners
DECREASED18,30919,775-1,466-7%$5.0M$4.8M-$175.0K2026-11-02
Bdf-Gestion
DECREASED18,29920,620-2,321-11%$17.6M$2.7M-$14.9M2026-10-19
Northstar Asset Management Co
DECREASED18,27618,776-500-3%$4.9M$4.7M-$234.4K2026-10-22
Krilogy Financial LLC
DECREASED18,23318,676-443-2%$4.7M$4.8M+$65.4K2026-10-13
Professional Advisory Services Inc
INCREASED18,22218,214+8+0%$4.6K$4.8M+$4.8M2026-10-08
Third View Private Wealth, LLC
INCREASED18,21517,404+811+5%$4.4M$4.8M+$402.2K2026-10-30
Avestar Capital, LLC
DECREASED18,21318,732-519-3%$4.8M$4.8M+$64.3K2026-10-28
Bennett Selby Investments LP
INCREASED18,20918,184+25+0%$4.6M$4.8M+$202.4K2026-10-19
M3 Wealth Management, LLC
DECREASED18,18918,389-200-1%$4.7M$4.8M+$145.1K2026-11-09
Montgomery Investment Management Inc
INCREASED18,16718,166+1+0%$4.6M$4.8M+$195.9K2026-10-26
Byrne Asset Management LLC
DECREASED18,14318,171-280%$4.6M$4.7M+$78.0K2026-10-06
Ranch Capital Advisors Inc.
INCREASED18,14117,434+707+4%$4.4M$4.8M+$375.0K2026-11-09
Caliber Wealth Management, LLC / KS
DECREASED18,13518,884-749-4%$4.8M$4.8M+$5.1K2026-11-04
Blueprint Investment Partners LLC
DECREASED18,11918,123-40%$4.6M$4.8M+$193.9K2026-10-28
Sepio Capital, LP
DECREASED18,09120,642-2,551-12%$5.2M$4.8M-$452.8K2026-10-22
Lynx Capital Group LTD
DECREASED18,03118,234-203-1%$4.6M$4.8M+$142.6K2026-11-04
AdvisorNet Financial, Inc
INCREASED18,00215,169+2,833+19%$3.9M$4.6M+$718.5K2026-10-15
Hazlett, Burt & Watson, Inc.
DECREASED17,94618,428-482-3%$4.5M$4.5M-$18.9K2026-11-04
Chilton Capital Management LLC
DECREASED17,92421,048-3,124-15%$5.3M$4.7M-$600.4K2026-10-28
Arrow Financial Corp
DECREASED17,92418,431-507-3%$4.7M$4.7M+$64.3K2026-10-26
Peak Financial Advisors LLC
DECREASED17,91718,041-124-1%$4.6M$4.7M+$161.3K2026-10-28
Cornerstone Advisory, LLC
DECREASED17,91018,006-96-1%$4.6M$4.7M+$168.7K2026-11-06
TBH Global Asset Management, LLC
INCREASED17,86715,852+2,015+13%$4.0M$4.7M+$704.2K2026-11-03
Cove Private Wealth, LLC
INCREASED17,83017,139+691+4%$4.4M$4.7M+$367.3K2026-10-28
GC Wealth Management RIA, LLC
DECREASED17,82818,773-945-5%$4.8M$4.7M-$48.0K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED17,81216,278+1,534+9%$4.1M$4.7M+$581.5K2026-11-04
CGN Advisors LLC
DECREASED17,75219,942-2,190-11%$5.1M$4.7M-$365.0K2026-10-21
Klingman & Associates, LLC
INCREASED17,72317,448+275+2%$4.4M$4.7M+$260.7K2026-10-20
OFI Invest Asset Management
DECREASED17,72018,967-1,247-7%$4.5M$4.4M-$109.1K2026-11-06
Ticino Wealth
INCREASED17,71117,429+282+2%$4.4M$4.7M+$262.4K2026-10-13
First Financial Bank - Trust Division
DECREASED17,68617,878-192-1%$4.5M$4.7M+$141.7K2026-10-01
Texas Capital Bank Wealth Management Services Inc
INCREASED17,65917,633+26+0%$4.5M$4.7M+$196.8K2026-11-09
ANB Bank
DECREASED17,61018,337-727-4%$4.7M$4.7M+$5.0K2026-10-09
Galvin, Gaustad & Stein, LLC
DECREASED17,59617,857-261-1%$4.5M$4.7M+$123.5K2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED17,55617,55600%$4.5M$4.5M$02026-10-15
Quintet Private Bank (Europe) S.A.
INCREASED17,51914,745+2,774+19%$3.7M$4.6M+$893.2K2026-10-08
Connecticut Wealth Management, LLC
INCREASED17,43216,532+900+5%$4.2M$4.6M+$416.4K2026-10-13
Massachusetts Wealth Management
DECREASED17,37017,850-480-3%$4.5M$4.6M+$65.2K2026-10-21
Almanack Investment Partners, Llc.
INCREASED17,36917,302+67+0%$4.4M$4.6M+$204.1K2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED17,36417,271+93+1%$4.4M$4.6M+$210.7K2026-10-16
Alta Advisers Ltd
INCREASED17,2849,368+7,916+85%$2.4M$4.6M+$2.2M2026-11-02
Stenger Family Office, LLC
INCREASED17,28415,021+2,263+15%$3.8M$4.3M+$482.1K2026-10-22
Abacus Wealth Partners, LLC
DECREASED17,23717,810-573-3%$4.5M$4.6M+$40.1K2026-11-03
Park Edge Advisors, LLC
INCREASED17,22516,584+641+4%$4.2M$4.6M+$348.3K2026-10-28
U S Wealth Group, Llc.
DECREASED17,20917,259-500%$1.4M$4.6M+$3.2M2026-11-09
Montecito Bank & Trust
DECREASED17,05817,089-310%$4.3M$4.5M+$175.8K2026-10-01
Bison Wealth, LLC
INCREASED17,01415,712+1,302+8%$4.1M$4.5M+$412.3K2026-10-13
Davidson Trust Co
DECREASED16,98918,611-1,622-9%$4.7M$4.5M-$229.0K2026-10-09
Lockheed Martin Investment Management Co
DECREASED16,950171,210-154,260-90%$43.5M$4.5M-$39.0M2026-11-04
Phoenix Wealth Advisors
DECREASED16,91817,090-172-1%$4.3M$4.5M+$138.5K2026-11-03
International Assets Investment Management, LLC
DECREASED16,87616,903-270%$4.3M$4.4M+$72.2K2026-11-02
Retirement Guys Formula LLC
DECREASED16,81816,934-116-1%$4.3M$4.4M+$150.1K2026-10-26
Pinnacle Bancorp, Inc.
INCREASED16,74916,748+1+0%$4.3M$4.4M+$180.6K2026-10-21
Burling Wealth Partners, LLC
DECREASED16,72916,795-660%$4.3M$4.4M+$163.4K2026-11-09
Certuity, LLC
INCREASED16,70514,890+1,815+12%$3.8M$4.4M+$640.8K2026-11-02
ICW Investment Advisors LLC
DECREASED16,67217,208-536-3%$4.4M$4.4M+$43.7K2026-10-27
Dmkc Advisory Services, LLC
DECREASED16,65026,011-9,361-36%$6.6M$4.4M-$2.2M2026-11-04
First National Bank of Mount Dora, Trust Investment Services
INCREASED16,6307,262+9,368+129%$1.8M$4.4M+$2.6M2026-10-21
Howard Capital Management Group, LLC
DECREASED16,55916,590-310%$4.2M$4.4M+$170.7K2026-10-16
Childress Capital Advisors, LLC
INCREASED16,55715,947+610+4%$4.0M$4.4M+$333.3K2026-10-28
Csenge Advisory Group
DECREASED16,52718,196-1,669-9%$4.6M$4.4M-$245.8K2026-11-04
Van Cleef Asset Management,Inc
DECREASED16,48916,838-349-2%$4.3M$4.4M+$89.0K2026-10-20
BKM Wealth Management, LLC
DECREASED16,41616,493-770%$4.2M$4.3M+$157.3K2026-10-22
Concord Asset Management, LLC
DECREASED16,31117,251-940-5%$4.4M$4.3M-$63.0K2026-11-02
71 West Capital Partners
INCREASED16,27615,732+544+3%$4.0M$4.3M+$313.5K2026-11-04
Sierra Summit Advisors LLC
INCREASED16,23015,509+721+5%$3.9M$4.3M+$357.9K2026-10-28
TMB Capital Partners, LLC
INCREASED16,22716,194+33+0%$4.1M$4.3M+$183.2K2026-10-20
Beacon Financial Group
INCREASED16,21916,149+70+0%$4.1M$4.3M+$192.3K2026-10-19
SS&H Financial Advisors, Inc.
UNCHANGED16,21116,21100%$4.1M$4.3M+$175.0K2026-10-28
Garrison Point Advisors, LLC
DECREASED16,20016,613-413-2%$4.2M$4.3M+$69.6K2026-11-10
Center for Financial Planning, Inc.
INCREASED16,17415,794+380+2%$4.0M$4.3M+$270.7K2026-10-26
Chickasaw Capital Management LLC
DECREASED16,17117,148-977-6%$4.4K$4.3M+$4.3M2026-10-08
Archer Investment Corp
INCREASED16,16515,648+517+3%$4.0M$4.3M+$305.2K2026-11-05
Plan A Wealth LLC
INCREASED16,0362,692+13,344+496%$683.7K$4.2M+$3.6M2026-10-08
Charles Schwab Trust Co
INCREASED16,02515,446+579+4%$3.9M$4.2M+$319.6K2026-10-15
Certified Advisory Corp
DECREASED16,01216,212-200-1%$4.1M$4.2M+$121.7K2026-10-29
Fulton Breakefield Broenniman LLC
DECREASED16,01120,142-4,131-21%$5.1M$4.2M-$876.8K2026-11-03
Founders Financial Alliance, LLC
DECREASED15,99416,743-749-4%$4.3M$4.2M-$17.8K2026-11-10
Birinyi Associates Inc
DECREASED15,99116,856-865-5%$4.3M$4.2M-$48.0K2026-10-28
Legacy Financial Advisors, Inc.
INCREASED15,97515,452+523+3%$3.9M$4.2M+$304.8K2026-11-09
Inlet Private Wealth, LLC
UNCHANGED15,94815,94800%$4.1M$4.2M+$171.8K2026-10-21
Boyar Asset Management Inc.
DECREASED15,94716,298-351-2%$4.1M$4.2M+$82.5K2026-11-09
BIP Wealth, LLC
INCREASED15,92515,685+240+2%$4.0M$4.2M+$232.2K2026-10-22
Provenance Wealth Advisors, LLC
INCREASED15,8905,052+10,838+215%$1.3M$4.2M+$2.9M2026-10-30
Integral Investment Advisors, Inc.
DECREASED15,84916,785-936-6%$4.3M$4.2M-$67.0K2026-11-03
Summit Global Investments
INCREASED15,8389,808+6,030+61%$2.5M$4.2M+$1.7M2026-10-28
Bigelow Investment Advisors, LLC
DECREASED15,80616,425-619-4%$4.2M$4.2M+$13.0K2026-10-13
Sculati Wealth Management, LLC
INCREASED15,75715,618+139+1%$4.0M$4.2M+$203.6K2026-10-19
Plancorp, LLC
INCREASED15,71514,300+1,415+10%$3.7M$4.3M+$607.4K2026-11-03
Asset Dedication, LLC
INCREASED15,68515,683+2+0%$4.0M$4.2M+$169.3K2026-11-03
Directional Asset Management
INCREASED15,62815,527+101+1%$3.9M$4.1M+$194.1K2026-10-22
Herold Advisors, Inc.
INCREASED15,62715,267+360+2%$3.9M$4.1M+$260.2K2026-10-19
Hanson & Doremus Investment Management
DECREASED15,60316,303-700-4%$4.1M$4.1M-$9.0K2026-10-16
Enhancing Capital LLC
UNCHANGED15,60015,60000%$4.0M$4.1M+$168.0K2026-10-26
Delta Capital Management LLC
INCREASED15,59715,592+5+0%$4.0K$4.1M+$4.1M2026-10-16
Orca Investment Management, LLC
DECREASED15,57317,039-1,466-9%$4.3M$4.1M-$204.6K2026-10-29
Churchill Financial Advisors, LLC
INCREASED15,56014,760+800+5%$3.7M$4.1M+$370.8K2026-10-20
Precedent Wealth Partners, LLC
INCREASED15,55315,259+294+2%$3.9M$4.1M+$242.0K2026-10-21
ARQ Wealth Advisors, LLC
DECREASED15,53917,186-1,647-10%$4.4M$4.1M-$279.5K2026-10-29
Marino, Stram & Associates LLC
INCREASED15,50914,721+788+5%$3.7M$4.1M+$367.1K2026-10-22
HCR Wealth Advisors
INCREASED15,43212,749+2,683+21%$3.2M$4.1M+$847.6K2026-10-15
InvesTrust
DECREASED15,39417,721-2,327-13%$4.5M$4.1M-$425.2K2026-10-14
Meitav Investment House LTD
INCREASED15,38915,252+137+1%$3.9M$4.1M+$199.4K2026-10-28
Auxano Advisors, LLC
INCREASED15,36215,216+146+1%$3.9M$4.1M+$202.5K2026-11-06
West Wealth Group, LLC
INCREASED15,3571,638+13,719+838%$416.1K$455.1K+$39.0K2026-10-14
Wynn Capital, LLC
DECREASED15,33415,388-540%$3.9M$4.1M+$151.2K2026-10-13
Shariaportfolio, Inc.
DECREASED15,31716,194-877-5%$4.1M$4.1M-$57.7K2026-10-20
Woodward Diversified Capital, LLC
DECREASED15,30215,466-164-1%$3.9M$4.1M+$123.2K2026-10-21
Cidel Asset Management Inc
DECREASED15,28016,136-856-5%$4.1M$4.0M-$52.8K2026-10-29
Supplemental Annuity Collective Trust of NJ
DECREASED15,24815,440-192-1%$3.9M$4.0M+$115.5K2026-11-02
King Wealth Management Group
INCREASED15,23615,202+34+0%$3.9M$4.0M+$173.0K2026-11-09
Duncker Streett & Co Inc
INCREASED15,16215,138+24+0%$3.8M$4.0M+$169.4K2026-10-27
Washington Trust Bank
INCREASED15,13314,871+262+2%$3.8M$4.0M+$229.5K2026-11-03
Central Pacific Bank - Trust Division
DECREASED15,12316,537-1,414-9%$4.2M$4.0M-$196.2K2026-10-06
Aviso Wealth Management
DECREASED15,05715,337-280-2%$39.0M$4.0M-$35.0M2026-11-04
Brooktree Capital Management
INCREASED15,04414,936+108+1%$3.8M$4.0M+$189.5K2026-11-09
New Hampshire Trust
DECREASED15,00415,285-281-2%$3.9M$4.0M+$90.2K2026-10-20
Security National Bank
DECREASED14,98415,085-101-1%$3.8M$4.0M+$135.7K2026-10-26
Lawood & Co
DECREASED14,97815,185-207-1%$3.9M$4.0M+$108.7K2026-10-09
Quadcap Wealth Management, LLC
DECREASED14,96915,129-160-1%$3.8M$4.0M+$120.3K2026-11-02
CMH Wealth Management LLC
DECREASED14,90515,800-895-6%$4.0M$3.9M-$66.8K2026-10-22
Summit Place Financial Advisors, LLC
DECREASED14,85416,402-1,548-9%$4.2M$3.9M-$233.2K2026-10-23
Beverly Hills Private Wealth, LLC
INCREASED14,82214,225+597+4%$3.6M$3.9M+$311.2K2026-11-04
Guardian Wealth Management, Inc.
INCREASED14,81714,613+204+1%$3.7M$3.9M+$211.3K2026-10-30
Brown, Lisle Ings, Inc.
INCREASED14,80514,036+769+5%$3.6M$3.9M+$354.8K2026-10-16
Marvin & Palmer Associates Inc
NEW14,730—+14,730——$3.9M—2026-11-09
Vertrix Wealth Management, LLC
INCREASED14,71414,492+222+2%$3.7M$3.9M+$214.9K2026-10-13
Scott & Selber, Inc.
INCREASED14,67814,671+7+0%$3.7M$3.9M+$159.7K2026-10-21
Fishman JAY A LTD
UNCHANGED14,66914,66900%$3.7M$3.9M+$158.0K2026-10-26
Lewis Asset Management, LLC
DECREASED14,66714,741-740%$3.7M$3.9M+$139.1K2026-10-14
Peterson Wealth Services
INCREASED14,66214,383+279+2%$3.7M$3.9M+$228.9K2026-10-26
Outfitters Financial LLC
DECREASED14,65715,532-875-6%$3.9M$3.9M-$64.4K2026-10-23
Leisure Capital Management
INCREASED14,63314,268+365+3%$3.6M$3.9M+$250.3K2026-11-03
Bank of New Hampshire
DECREASED14,59114,724-133-1%$3.7M$3.9M+$123.4K2026-10-06
Compass Ion Advisors, LLC
DECREASED14,56914,597-280%$3.7M$3.9M+$149.9K2026-10-23
Neumann Capital Management, LLC
DECREASED14,55914,664-105-1%$3.7M$3.9M+$130.1K2026-10-15
Bernardo Wealth Planning LLC
INCREASED14,5167,052+7,464+106%$1.8M$3.8M+$2.1M2026-10-23
Prevail Innovative Wealth Advisors, LLC
INCREASED14,51211,950+2,562+21%$3.0M$3.8M+$715.8K2026-10-20
Birch Financial Group, LLC
DECREASED14,48514,610-125-1%$3.7M$3.8M+$124.3K2026-10-27
Split Creek LLC DBA Split Creek Capital LLC
DECREASED14,47514,534-590%$3.7M$3.8M+$140.9K2026-11-02
Mechanics Financial Corp
DECREASED14,40414,526-122-1%$3.7M$3.8M+$124.1K2026-11-05
Correct Capital Wealth Management
INCREASED14,36514,344+21+0%$3.6M$3.8M+$160.1K2026-11-02
Sawyer & Company, Inc
DECREASED14,32415,146-822-5%$3.8M$3.8M-$54.5K2026-10-21
Long Road Investment Counsel, LLC
DECREASED14,27614,795-519-4%$3.8M$3.8M+$21.9K2026-11-04
Silverberg Bernstein Capital Management LLC
UNCHANGED14,26714,26700%$3.6M$3.8M+$153.7K2026-10-13
Kingsman Wealth Management, Inc.
INCREASED14,1847,347+6,837+93%$1.9M$3.8M+$1.9M2026-10-13
Norway Savings Bank
INCREASED14,17514,067+108+1%$3.6M$3.8M+$180.1K2026-10-20
Cooper Financial Group
INCREASED14,09810,851+3,247+30%$2.8M$3.7M+$976.4K2026-10-07
Brookmont Capital Management
DECREASED14,09514,249-154-1%$3.6M$3.7M+$112.7K2026-10-23
Carnegie Lake Advisors LLC
UNCHANGED14,08914,08900%$3.6M$3.7M+$151.7K2026-11-06
Rydar Equities, Inc.
INCREASED14,02313,242+781+6%$3.4M$3.6M+$266.3K2026-10-13
XXI Wealth, LLC
INCREASED14,00613,448+558+4%$3.4M$3.7M+$292.5K2026-10-22
Winthrop Advisory Group LLC
INCREASED13,98010,894+3,086+28%$2.8M$3.7M+$934.3K2026-10-22
Barton Investment Management
DECREASED13,97614,163-187-1%$3.6M$3.7M+$103.0K2026-10-27
Capital Financial Group Inc\co\
DECREASED13,96314,072-109-1%$3.6M$3.7M+$122.8K2026-11-10
Chemistry Wealth Management LLC
DECREASED13,95714,185-228-2%$3.6M$3.7M+$92.6K2026-10-16
Councilmark Asset Management, LLC
DECREASED13,92413,959-350%$3.5M$3.7M+$141.1K2026-10-20
Zinnia Wealth Advisory, LLC
INCREASED13,912867+13,045+1505%$220.3K$3.7M+$3.5M2026-11-06
Mountain Pacific Investment Advisers LLC
DECREASED13,90914,020-111-1%$3.6M$3.7M+$121.6K2026-10-29
Trustmark Bank Trust Department
DECREASED13,90214,007-105-1%$3.6M$3.7M+$123.1K2026-11-10
Delta Investment Management, LLC
INCREASED13,87113,603+268+2%$3.5M$3.7M+$217.3K2026-11-09
Pekin Hardy Strauss, Inc.
DECREASED13,86213,995-133-1%$3.6M$3.7M+$115.6K2026-11-02
MV Capital Management, Inc.
DECREASED13,86114,678-817-6%$3.7M$3.7M-$58.2K2026-10-29
Hardy Reed LLC
INCREASED13,84613,023+823+6%$3.3M$3.7M+$358.4K2026-11-06
American State Bank (Iowa)
INCREASED13,84313,519+324+2%$3.4M$3.7M+$231.4K2026-11-03
Zions Bancorporation, National Association
DECREASED13,83614,076-240-2%$3.6M$3.7M+$88.1K2026-11-06
Armstrong, Fleming & Moore, Inc
DECREASED13,81513,913-98-1%$3.5M$3.7M+$123.7K2026-10-28
Tobam
DECREASED13,76529,447-15,682-53%$7.5M$3.6M-$3.8M2026-11-03
Grove Bank & Trust
DECREASED13,72915,184-1,455-10%$3.9M$3.6M-$221.7K2026-10-08
Old Mission Investment Co LLC
DECREASED13,72715,094-1,367-9%$3.8M$3.6M-$199.3K2026-10-22
Versant Capital Management, Inc
DECREASED13,66713,834-167-1%$3.5M$3.6M+$104.8K2026-10-02
Patton Fund Management, Inc.
NEW13,644—+13,644——$3.6M—2026-10-13
Nvwm, LLC
DECREASED13,62513,755-130-1%$3.5M$3.6M+$113.7K2026-10-14
Ullmann Wealth Partners Group, LLC
INCREASED13,59412,767+827+6%$3.2M$3.6M+$356.4K2026-11-02
Purkiss Capital Advisors LLC
DECREASED13,58813,798-210-2%$3.5M$3.6M+$93.0K2026-11-06
Trek Financial, LLC
DECREASED13,52939,151-25,622-65%$9.9M$3.6M-$6.4M2026-10-29
Viewpoint Capital Management LLC
INCREASED13,50611,559+1,947+17%$2.9M$3.6M+$639.9K2026-10-27
Paradigm Asset Management Co LLC
DECREASED13,50014,900-1,400-9%$3.8M$3.6M-$210.2K2026-11-05
Altfest L J & Co Inc
DECREASED13,45613,727-271-2%$3.5M$3.6M+$76.2K2026-10-27
Red Spruce Capital, LLC
INCREASED13,41613,133+283+2%$3.3M$3.6M+$216.4K2026-10-07
Baker Ellis Asset Management LLC
INCREASED13,41413,294+120+1%$3.4M$3.6M+$174.9K2026-10-14
Jeppson Wealth Management, LLC
UNCHANGED13,37613,37600%$3.4M$3.5M+$144.1K2026-10-20
Schwarz Dygos Wheeler Investment Advisors LLC
INCREASED13,37313,169+204+2%$3.3M$3.5M+$195.9K2026-11-10
Blue Bell Private Wealth Management, LLC
INCREASED13,33812,585+753+6%$3.2M$3.5M+$334.9K2026-10-29
Greg Jennings, LLC
NEW13,337—+13,337——$3.5M—2026-10-19
Summit Asset Management, LLC
INCREASED13,32013,186+134+1%$3.3M$3.5M+$177.5K2026-11-05
KPP Advisory Services LLC
INCREASED13,30913,304+5+0%$3.4M$3.5M+$144.6K2026-10-26
Silvant Capital Management LLC
INCREASED13,2922,471+10,821+438%$627.6K$3.5M+$2.9M2026-11-09
Canopy Partners, LLC
INCREASED13,26813,071+197+2%$3.3M$3.5M+$192.9K2026-10-28
River Street Advisors LLC
DECREASED13,26713,317-500%$3.4M$3.5M+$130.0K2026-10-22
South Shore Capital Advisors
DECREASED13,25313,605-352-3%$3.5M$3.5M+$53.2K2026-10-20
Facet Wealth, Inc.
INCREASED13,24810,604+2,644+25%$2.7M$3.5M+$814.2K2026-11-04
Uhlmann Price Securities, LLC
DECREASED13,24813,885-637-5%$3.5M$3.5M-$18.4K2026-11-03
Lantz Financial LLC
INCREASED13,23612,860+376+3%$3.3M$3.5M+$238.2K2026-10-15
Bedel Financial Consulting, Inc.
INCREASED13,20613,084+122+1%$3.3M$3.5M+$173.2K2026-11-06
Murphy Pohlad Asset Management LLC
DECREASED13,15913,589-430-3%$3.5M$3.5M+$32.5K2026-10-22
Hudock, Inc.
DECREASED13,11513,164-490%$3.3M$3.5M+$128.8K2026-10-14
Wealth Alliance Advisory Group, LLC
DECREASED13,11114,937-1,826-12%$3.8M$3.5M-$322.6K2026-10-14
Willow Creek Wealth Management Inc.
INCREASED13,03213,006+26+0%$3.3M$3.5M+$147.0K2026-10-26
Westhampton Capital, LLC
INCREASED12,98412,768+216+2%$3.2M$3.4M+$194.7K2026-10-30
Schmidt P J Investment Management Inc
INCREASED12,96212,493+469+4%$3.2M$3.4M+$258.8K2026-11-02
Zullo Investment Group, Inc.
DECREASED12,95213,095-143-1%$3.3M$3.4M+$103.3K2026-10-20
Pinnacle West Asset Management, Inc.
DECREASED12,92013,605-685-5%$3.5M$3.4M-$35.0K2026-11-09
TigerOak Management, L.L.C.
DECREASED12,91313,577-664-5%$3.4M$3.4M-$29.6K2026-10-23
Bellecapital International Ltd.
INCREASED12,91111,680+1,231+11%$3.0M$3.4M+$451.7K2026-10-21
Middleton & Co Inc
DECREASED12,86413,210-346-3%$3.4M$3.4M+$50.7K2026-10-23
Clark Asset Management, LLC
DECREASED12,85513,201-346-3%$3.4M$3.4M+$50.6K2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED12,80912,417+392+3%$3.2M$3.4M+$237.4K2026-11-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED12,80112,846-450%$3.3M$3.3M+$36.3K2026-10-21
Shrier Wealth Management, LLC
DECREASED12,77112,796-250%$3.2M$3.4M+$131.3K2026-10-20
Benin Management Corp
DECREASED12,74313,860-1,117-8%$3.5M$3.4M-$146.2K2026-10-22
Capital Management Associates, Inc
INCREASED12,74012,672+68+1%$3.2M$3.4M+$154.4K2026-10-20
M&G Plc
DECREASED12,73052,505-39,775-76%$13.3M$3.4M-$10.0M2026-11-04
HT Partners LLC
DECREASED12,72712,860-133-1%$3.3M$3.4M+$103.3K2026-10-20
Outlook Wealth Advisors, LLC
DECREASED12,70012,759-590%$3.2M$3.4M+$121.8K2026-10-28
United Bank
INCREASED12,68112,463+218+2%$3.2M$3.4M+$191.9K2026-11-06
William B. Walkup & Associates, Inc.
DECREASED12,63912,858-219-2%$3.3M$3.3M+$80.5K2026-11-05
Register Financial Advisors LLC
DECREASED12,59912,648-490%$3.2M$3.3M+$123.2K2026-10-23
LongView Wealth Management
INCREASED12,57812,568+10+0%$3.2M$3.3M+$138.0K2026-10-19
Uptick Partners, LLC
INCREASED12,56812,288+280+2%$3.1M$3.3M+$206.3K2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED12,54312,838-295-2%$3.3M$3.3M+$60.2K2026-10-28
Sawgrass Asset Management LLC
DECREASED12,51212,648-136-1%$3.2M$3.3M+$100.2K2026-11-03
Sovran Advisors, LLC
DECREASED12,49012,511-210%$3.3M$3.4M+$100.3K2026-11-02
PFW Advisors LLC
INCREASED12,42812,424+4+0%$3.2M$3.3M+$134.7K2026-10-07
Symmetry Partners, LLC
INCREASED12,4068,497+3,909+46%$2.2M$3.3M+$1.1M2026-10-27
Allen Capital Group, LLC
INCREASED12,38512,012+373+3%$3.1M$3.3M+$228.2K2026-10-27
Root Financial Partners, LLC
INCREASED12,3649,301+3,063+33%$2.4M$3.3M+$911.2K2026-10-21
Indiana Trust & Investment Management Co
DECREASED12,32812,463-135-1%$3.2M$3.3M+$98.5K2026-10-22
Gables Capital Management Inc.
UNCHANGED12,30212,30200%$3.1M$3.3M+$132.5K2026-11-04
Spire Wealth Management
DECREASED12,25712,264-70%$3.1M$3.2M+$130.3K2026-10-30
Tealwood Asset Management Inc
DECREASED12,23612,345-109-1%$3.1K$3.2M+$3.2M2026-10-13
Gilliland Jeter Wealth Management LLC
DECREASED12,20812,245-370%$3.1M$3.2M+$121.9K2026-10-28
Obermeyer Wealth Partners
DECREASED12,18012,201-210%$3.1M$3.2M+$125.8K2026-10-21
Norris Perne & French LLP
DECREASED12,143144,696-132,553-92%$36.7M$3.2M-$33.5M2026-10-23
Strategic Blueprint, LLC
DECREASED12,12712,796-669-5%$3.2M$3.2M-$39.2K2026-10-22
Signature Wealth Management Partners, LLC
DECREASED12,09112,381-290-2%$3.1M$3.2M+$56.5K2026-10-21
Insight Inv LLC
UNCHANGED12,07412,07400%$3.1M$3.2M+$130.0K2026-10-27
Heartwood Wealth Advisors LLC
DECREASED12,00012,229-229-2%$3.1M$3.2M+$71.1K2026-10-05
Pinnacle Wealth Planning Services, Inc.
DECREASED11,99512,008-130%$3.0M$3.2M+$126.0K2026-10-27
Silver OAK Securities, Incorporated
INCREASED11,99210,822+1,170+11%$2.7M$3.3M+$564.0K2026-11-09
Hilltop National Bank
DECREASED11,95112,398-447-4%$3.1M$3.2M+$15.2K2026-10-14
Baron Wealth Management LLC
INCREASED11,91611,563+353+3%$2.9M$3.2M+$218.0K2026-10-27
River Wealth Advisors LLC
DECREASED11,91513,550-1,635-12%$3.4M$3.2M-$286.9K2026-11-09
Net Worth Advisory Group
DECREASED11,89912,181-282-2%$3.1M$3.1M-$15.9K2026-10-20
Gilman Hill Asset Management, LLC
DECREASED11,86812,793-925-7%$3.2M$3.1M-$107.1K2026-10-13
PW Nova Financial Services LLC
DECREASED11,86113,072-1,211-9%$3.3M$3.1M-$179.8K2026-10-15
Lynch Asset Management, Inc.
UNCHANGED11,85011,85000%$3.0M$3.1M+$127.6K2026-10-28
Cambridge Advisors Inc.
INCREASED11,84911,786+63+1%$3.0M$3.1M+$143.6K2026-10-19
Lummis Asset Management, LP
DECREASED11,84812,849-1,001-8%$3.3M$3.2M-$77.5K2026-11-09
OmniStar Financial Group, Inc.
INCREASED11,8118,487+3,324+39%$2.2M$3.1M+$971.4K2026-10-26
Bourne Lent Asset Management Inc
DECREASED11,81112,206-395-3%$3.1M$3.1M+$26.9K2026-11-05
Trinity Wealth Management, LLC
INCREASED11,78310,942+841+8%$2.8M$3.1M+$340.6K2026-10-13
NBH Bank
INCREASED11,71611,346+370+3%$2.9M$3.1M+$220.2K2026-11-05
Dividend Assets Capital, LLC
INCREASED11,67011,094+576+5%$2.8M$3.1M+$272.0K2026-11-10
Core Wealth Partners LLC
INCREASED11,61111,580+31+0%$2.9M$3.1M+$132.9K2026-11-02
Parisi Gray Wealth Management
INCREASED11,58711,227+360+3%$2.9M$3.1M+$216.2K2026-10-16
Moss Adams Wealth Advisors LLC
DECREASED11,53412,601-1,067-8%$3.2M$3.1M-$146.6K2026-10-28
Pflug Koory, LLC
UNCHANGED11,53211,53200%$2.9M$3.1M+$124.2K2026-10-26
FSM Wealth Advisors, LLC
DECREASED11,51211,630-118-1%$3.0M$3.0M-$1.1K2026-10-27
Roman Butler Fullerton & Co
DECREASED11,47911,481-20%$3.0M$2.9M-$46.1K2026-10-27
Ables, Iannone, Moore & Associates, Inc.
DECREASED11,46711,913-446-4%$3.0M$3.0M+$10.1K2026-10-06
Twelve Points Wealth Management LLC
DECREASED11,44711,534-87-1%$2.9M$3.1M+$198.0K2026-11-03
Valley Brook Capital Group, Inc.
DECREASED11,41711,532-115-1%$2.9M$3.0M+$93.8K2026-10-26
Evanson Financial, LLC
DECREASED11,38612,934-1,548-12%$3.3M$3.0M-$270.3K2026-10-23
Shum Financial Group, Inc.
DECREASED11,38611,612-226-2%$2.9M$3.0M+$65.3K2026-10-13
Shepherd Financial Partners LLC
DECREASED11,38311,597-214-2%$2.9M$3.0M+$68.2K2026-11-03
Triad Wealth Partners, LLC
DECREASED11,33011,592-262-2%$2.9M$3.0M+$50.5K2026-10-26
St. Louis Financial Planners Asset Management, LLC
DECREASED11,32613,521-2,195-16%$3.6M$3.0M-$530.3K2026-10-16
Point Windward Advisors Inc.
DECREASED11,32212,001-679-6%$3.0M$3.0M-$50.5K2026-11-06
Allegheny Financial Group
INCREASED11,32211,012+310+3%$2.8M$3.0M+$200.7K2026-11-05
Tradewinds Capital Management, LLC
INCREASED11,28811,273+15+0%$2.9M$3.0M+$125.4K2026-10-23
City State Bank
INCREASED11,27511,234+41+0%$2.9M$3.0M+$131.8K2026-10-20
Werlinich Asset Management, LLC
DECREASED11,24015,240-4,000-26%$3.9M$3.0M-$894.8K2026-10-09
Trillium Asset Management, LLC
DECREASED11,23811,314-76-1%$2.9M$3.0M+$101.7K2026-11-09
Diversified Management Inc
INCREASED11,1977,731+3,466+45%$2.0M$3.0M+$1.0M2026-10-08
Revolve Wealth Partners, LLC
DECREASED11,19212,023-831-7%$3.1M$3.0M-$90.5K2026-10-23
Analyst IMS Investment Management Services Ltd.
INCREASED11,1738,024+3,149+39%$2.0M$3.0M+$920.0K2026-11-05
Sentinel Trust Co LBA
INCREASED11,16710,367+800+8%$2.6K$3.0M+$3.0M2026-11-03
PFC Capital Group, Inc.
INCREASED11,16710,800+367+3%$2.7M$3.0M+$213.3K2026-11-06
GoalVest Advisory LLC
INCREASED11,14810,483+665+6%$2.7M$3.0M+$289.0K2026-10-02
Financial Planning Hawaii, Inc.
DECREASED11,14711,302-155-1%$2.9M$3.0M+$80.7K2026-10-13
Sheets Smith Wealth Management
INCREASED11,14111,131+10+0%$2.8M$2.9M+$122.4K2026-10-16
Zevenbergen Capital Investments LLC
INCREASED11,13911,129+10+0%$2.8M$2.9M+$122.5K2026-10-08
Lederer & Associates Investment Counsel
DECREASED11,09811,162-64-1%$2.8K$2.9M+$2.9M2026-10-23
Diligent Investors, LLC
INCREASED11,07910,932+147+1%$2.8M$2.9M+$156.7K2026-10-21
Brandywine OAK Private Wealth LLC
INCREASED11,06411,063+1+0%$2.8M$2.9M+$119.3K2026-10-23
TFR Capital, Llc.
INCREASED11,04810,871+177+2%$2.8M$2.9M+$163.9K2026-11-09
Applied Capital LLC
DECREASED11,03611,063-270%$2.8M$2.9M+$112.0K2026-10-07
Parcion Private Wealth LLC
INCREASED10,99610,739+257+2%$2.7M$2.9M+$183.7K2026-10-28
Albion Financial Group
DECREASED10,98711,083-96-1%$2.8M$2.9M+$94.0K2026-10-21
Arnhold LLC
UNCHANGED10,95810,95800%$2.8M$2.9M+$118.0K2026-10-26
McCarthy Asset Management, Inc.
INCREASED10,93510,933+2+0%$2.8M$2.9M+$118.3K2026-10-20
McGlone Suttner Wealth Management, Inc.
DECREASED10,93211,206-274-2%$2.8M$2.9M+$48.3K2026-10-13
Bradyco, Inc.
DECREASED10,91411,798-884-7%$3.0M$2.9M-$107.0K2026-11-03
MB, Levis & Associates, LLC
INCREASED10,87910,703+176+2%$2.7M$2.9M+$161.8K2026-10-16
Knuff & Co LLC
DECREASED10,87310,973-100-1%$2.8M$2.9M+$91.7K2026-11-06
Patriot Investment Management Group, Inc.
INCREASED10,83710,760+77+1%$2.7M$2.9M+$136.1K2026-10-15
Gen-Wealth Partners Inc
DECREASED10,83212,624-1,792-14%$3.2M$2.9M-$338.4K2026-11-04
General Partner, Inc.
UNCHANGED10,81810,81800%$2.7M$2.9M+$116.5K2026-10-05
Granite Harbor Advisors, Inc.
DECREASED10,75511,040-285-3%$2.8M$2.8M+$43.5K2026-11-10
Elyxium Wealth, LLC
DECREASED10,74710,749-20%$2.7M$2.8M+$115.2K2026-10-27
Arthur M. Cohen & Associates, LLC
INCREASED10,73610,636+100+1%$2.7M$2.8M+$141.0K2026-10-26
Magnolia Capital Management LTD
UNCHANGED10,71310,71300%$2.7K$2.8M+$2.8M2026-10-09
Forza Wealth Management, LLC
INCREASED10,69410,314+380+4%$2.6M$2.8M+$211.7K2026-10-20
WealthPLAN Partners, LLC
INCREASED10,66910,435+234+2%$2.7M$2.8M+$174.3K2026-10-15
Peregrine Asset Advisers, Inc.
INCREASED10,65010,497+153+1%$2.7M$2.8M+$153.7K2026-11-09
First City Capital Management, Inc.
DECREASED10,64710,712-65-1%$2.7M$2.8M+$98.2K2026-10-27
LCM Capital Management Inc
DECREASED10,64010,695-55-1%$2.7M$2.8M+$100.6K2026-10-20
MBL Wealth, LLC
INCREASED10,62010,383+237+2%$2.6M$2.8M+$174.6K2026-10-22
Cypress Wealth Services, LLC
INCREASED10,61810,579+39+0%$2.7M$2.7M+$18.6K2026-10-21
Edgemoor Investment Advisors, Inc.
INCREASED10,60810,588+20+0%$2.7M$2.8M+$119.1K2026-11-03
Institute for Wealth Management, Llc.
INCREASED10,59810,495+103+1%$2.7M$2.8M+$140.2K2026-11-06
Advisors Preferred, LLC
DECREASED10,59511,064-469-4%$2.9M$2.7M-$197.6K2026-11-09
Weil Company, Inc.
INCREASED10,5939,680+913+9%$2.5M$2.8M+$345.9K2026-10-14
West Bancorporation Inc
INCREASED10,5762,396+8,180+341%$608.5K$2.8M+$2.2M2026-10-29
Blueprint Financial Advisors LLC
NEW10,549—+10,549——$2.8M—2026-10-28
Cardiff Park Advisors, LLC
DECREASED10,52710,612-85-1%$2.7M$2.8M+$91.9K2026-11-09
Citrine Capital LLC
INCREASED10,52310,468+55+1%$2.7M$2.8M+$127.3K2026-10-14
TriaGen Wealth Management LLC
INCREASED10,5114,132+6,379+154%$1.0M$2.8M+$1.7M2026-10-14
MTM Investment Management, LLC
INCREASED10,48610,367+119+1%$2.6M$2.8M+$143.3K2026-10-30
Primoris Wealth Advisors, LLC
UNCHANGED10,46410,46400%$2.7M$2.8M+$112.7K2026-10-28
Investment Partners, Ltd.
INCREASED10,4624,867+5,595+115%$1.2M$2.8M+$1.5M2026-10-29
Clear Creek Financial Management, LLC
INCREASED10,44110,174+267+3%$2.6M$2.8M+$180.5K2026-10-28
Mcrae Capital Management Inc
DECREASED10,43810,439-10%$2.7M$2.8M+$112.4K2026-10-15
Baker Tilly Wealth Management, LLC
INCREASED10,4239,954+469+5%$2.5M$2.8M+$231.2K2026-10-05
Abacus Planning Group, Inc.
INCREASED10,3899,886+503+5%$2.5M$2.8M+$239.7K2026-11-02
Grey Fox Wealth Advisors, LLC
INCREASED10,32910,053+276+3%$2.6M$2.7M+$181.5K2026-11-03
Finward Bancorp
DECREASED10,31110,503-192-2%$2.7M$2.7M+$62.3K2026-10-14
Kimelman & Baird, LLC
UNCHANGED10,25010,25000%$2.6M$2.7M+$110.4K2026-11-03
Personal CFO Solutions, LLC
DECREASED10,24814,929-4,681-31%$3.8M$2.7M-$1.1M2026-11-06
Harfst & Associates, Inc.
INCREASED10,21310,152+61+1%$2.6M$2.7M+$125.7K2026-10-20
Sendero Wealth Management, LLC
DECREASED10,19210,279-87-1%$2.6M$2.7M+$87.7K2026-10-14
Hummer Financial Advisory Services Inc
DECREASED10,16210,462-300-3%$2.7M$2.7M+$33.3K2026-10-09
Great Lakes Advisors, LLC
DECREASED10,15610,487-331-3%$2.7M$2.7M+$25.3K2026-11-06
Investors Asset Management of Georgia Inc
UNCHANGED10,14010,14000%$2.6M$2.7M+$109.2K2026-10-20
Cerro Pacific Wealth Advisors LLC
INCREASED10,13910,058+81+1%$2.6M$2.7M+$129.8K2026-10-22
Greenfield Savings Bank
DECREASED10,13110,166-350%$2.6M$2.7M+$100.2K2026-10-07
Bank & Trust Co
UNCHANGED10,12610,12600%$2.6M$2.7M+$109.1K2026-10-07
First Bank & Trust
DECREASED10,12310,533-410-4%$2.7M$2.7M+$4.9K2026-10-19
FinArc Investments, Inc.
DECREASED10,11810,887-769-7%$2.8M$2.7M-$86.3K2026-10-14
Saybrook Capital
INCREASED10,11710,067+50+1%$2.6M$2.7M+$121.7K2026-10-27
First Affirmative Financial Network
NEW10,115—+10,115——$2.7M—2026-10-21
Algebris (UK) LTD
NEW10,107—+10,107——$2.7M—2026-11-06
Oslo Pensjonsforsikring AS
INCREASED10,1079,813+294+3%$2.5M$2.7M+$183.5K2026-10-15
Providence Wealth Advisors, LLC
INCREASED10,05610,046+10+0%$2.6M$2.6M-$55.7K2026-10-29
Forum Financial Management, LP
DECREASED10,05212,625-2,573-20%$3.2M$2.7M-$545.0K2026-10-16
West Family Investments, Inc.
INCREASED10,0469,824+222+2%$2.5M$2.7M+$164.6K2026-11-09
Carson Advisory Inc.
DECREASED10,02810,242-214-2%$2.6M$2.7M+$53.7K2026-11-06
Private Wealth Management Group, LLC
INCREASED10,02410,022+2+0%$2.5M$2.7M+$108.4K2026-10-19
Partnership Wealth Management, LLC
UNCHANGED10,00010,00000%$2.5M$2.6M+$107.7K2026-10-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED9,9989,99800%$2.5M$2.6M+$107.7K2026-10-26
D'Orazio & Associates, Inc.
INCREASED9,9969,747+249+3%$2.5M$2.6M+$170.9K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED9,99220,122-10,130-50%$5.1M$2.6M-$2.5M2026-10-21
Mattern Wealth Management LLC
UNCHANGED9,9809,98000%$2.5M$2.6M+$107.5K2026-11-04
Balboa Wealth Partners
INCREASED9,9789,731+247+3%$2.5M$2.6M+$170.1K2026-10-20
Intrua Financial, LLC
DECREASED9,96810,446-478-5%$2.7M$2.6M-$13.9K2026-10-28
West Michigan Advisors, LLC
DECREASED9,95910,207-248-2%$2.6M$2.6M+$44.3K2026-11-09
Allen Wealth Management, LLC
DECREASED9,95810,760-802-7%$2.7M$2.6M-$96.4K2026-10-29
Crew Capital Management, Ltd
INCREASED9,9579,271+686+7%$2.4M$2.6M+$281.5K2026-10-28
Natural Investments, LLC
INCREASED9,9509,613+337+4%$2.4M$2.6M+$193.2K2026-11-06
Lakeshore Capital Group, Inc.
INCREASED9,9449,394+550+6%$2.4M$2.6M+$246.8K2026-10-20
Twin Tree Management, LP
NEW9,920—+9,920——$2.6M—2026-11-10
Ironwood Financial, llc
DECREASED9,9149,925-110%$2.6M$2.6M+$66.3K2026-10-20
Doliver Advisors, LP
DECREASED9,88510,159-274-3%$2.6M$2.6M+$36.9K2026-10-01
Bourgeon Capital Management LLC
INCREASED9,8759,856+19+0%$2.5M$2.6M+$111.2K2026-10-19
Argos Wealth Advisors, LLC
DECREASED9,8699,893-240%$2.5M$2.6M+$100.2K2026-11-02
Intesa Sanpaolo Wealth Management
INCREASED9,8679,737+130+1%$2.5M$2.6M+$139.3K2026-10-28
AlpenGlobal Capital LLC
NEW9,851—+9,851——$2.6M—2026-11-06
Kennon-Green & Company, LLC
DECREASED9,79711,153-1,356-12%$2.8M$2.6M-$238.9K2026-10-05
Traphagen Investment Advisors LLC
DECREASED9,7909,821-310%$2.5M$2.6M+$97.3K2026-10-14
Kelleher Financial Advisors
DECREASED9,76612,574-2,808-22%$3.2M$2.6M-$608.1K2026-10-30
Ashton Thomas Securities, LLC
DECREASED9,76510,003-238-2%$2.5M$2.6M+$74.4K2026-10-26
Arista Wealth Management, LLC
INCREASED9,7569,713+43+0%$2.5M$2.6M+$116.0K2026-10-29
FCG Investment Co
INCREASED9,7358,748+987+11%$2.2M$2.6M+$355.5K2026-10-13
Sound Income Strategies, LLC
INCREASED9,7129,354+358+4%$2.4M$2.5M+$115.1K2026-10-09
Nicholson Wealth Management Group, LLC
DECREASED9,69510,392-697-7%$2.6M$2.6M-$72.6K2026-11-09
111 Capital
NEW9,694—+9,694——$2.6M—2026-11-03
Woodard & Co Asset Management Group Inc
DECREASED9,67210,862-1,190-11%$2.8M$2.6M-$198.2K2026-11-03
GSG Advisors LLC
DECREASED9,6729,956-284-3%$2.5M$2.6M+$32.0K2026-11-03
Riverbridge Partners LLC
DECREASED9,6209,904-284-3%$2.5M$2.5M+$31.5K2026-11-05
Midland Wealth Advisors, LLC
DECREASED9,61210,248-636-6%$2.6M$2.5M-$58.0K2026-10-26
IVC Wealth Advisors LLC
DECREASED9,60610,167-561-6%$2.6M$2.5M-$39.2K2026-10-23
Altman Advisors, Inc.
DECREASED9,6039,634-310%$2.4M$2.5M+$95.6K2026-11-05
Powers Advisory Group, LLC
DECREASED9,5999,697-98-1%$2.5M$2.5M+$78.7K2026-10-14
Consilium Wealth Advisory, LLC
INCREASED9,5758,793+782+9%$2.2M$2.5M+$301.9K2026-10-14
Kesler, Norman & Wride, LLC
DECREASED9,5709,728-158-2%$2.5M$2.5M+$63.0K2026-11-06
Islay Capital Management, LLC
INCREASED9,5329,511+21+0%$2.4M$2.5M+$108.0K2026-10-20
Z3 Capital Partners, LLC
DECREASED9,4899,831-342-3%$2.5M$2.5M+$15.5K2026-11-10
Wedgewood Investors Inc
INCREASED9,4699,401+68+1%$2.4M$2.5M+$119.3K2026-10-28
Bill Few Associates, Inc.
INCREASED9,4689,146+322+4%$2.3M$2.5M+$183.7K2026-10-09
Eukles Asset Management
DECREASED9,3949,471-77-1%$2.4M$2.5M+$81.4K2026-11-04
Progressive Investment Management Corp
UNCHANGED9,3909,39000%$2.4M$2.5M+$101.1K2026-10-26
Swiss RE LTD
INCREASED9,3895,719+3,670+64%$1.5M$2.5M+$1.0M2026-11-06
Carl P. Sherr & Co., LLC
UNCHANGED9,3819,38100%$2.4M$2.5M+$101.0K2026-11-06
Hartford Financial Management Inc.
DECREASED9,3739,405-320%$2.4M$2.5M+$92.8K2026-10-21
West Paces Advisors Inc.
DECREASED9,3589,783-425-4%$2.5M$2.5M-$7.0K2026-10-13
Accredited Investors Inc.
INCREASED9,3497,952+1,397+18%$2.0M$2.5M+$455.4K2026-11-03
Crane Advisory, LLC
UNCHANGED9,3469,34600%$2.3M$2.4M+$27.7K2026-10-13
NWF Advisory Services Inc.
DECREASED9,3439,493-150-2%$2.4M$2.5M+$62.0K2026-10-19
Abel Hall, LLC
INCREASED9,3419,158+183+2%$2.3M$2.5M+$147.1K2026-10-19
Louisbourg Investments Inc.
DECREASED9,3009,986-686-7%$2.3M$2.3M-$81.9K2026-10-20
Dorato Capital Management
INCREASED9,2929,277+15+0%$2.4M$2.4M+$17.5K2026-10-08
Burford Brothers, Inc.
INCREASED9,2879,209+78+1%$2.3M$2.5M+$119.8K2026-10-21
W Advisors, LLC
INCREASED9,2719,238+33+0%$2.3M$2.5M+$108.4K2026-11-02
Community Financial Services Group, LLC
INCREASED9,2635,518+3,745+68%$1.4M$2.4M+$994.5K2026-10-15
Rice Partnership, LLC
INCREASED9,2638,168+1,095+13%$2.1M$2.5M+$377.9K2026-11-09
CrossGen Wealth, LLC
INCREASED9,2578,901+356+4%$2.3M$2.5M+$190.2K2026-10-30
Trust Co of the South
INCREASED9,2169,143+73+1%$2.3M$2.4M+$117.8K2026-10-21
Probity Advisors, Inc.
DECREASED9,1999,274-75-1%$2.4M$2.4M+$79.8K2026-10-23
Sterling Financial Planning, Inc.
DECREASED9,1749,653-479-5%$2.5M$2.4M-$22.8K2026-10-28
Well Done, LLC
DECREASED9,1689,432-264-3%$2.4M$2.4M+$31.5K2026-10-20
Bank Pictet & Cie (Europe) AG
INCREASED9,1678,628+539+6%$2.2M$2.4M+$235.6K2026-10-20
Peddock Capital Advisors, LLC
DECREASED9,1659,928-763-8%$2.5M$2.4M-$95.0K2026-10-16
Wulff, Hansen & Co.
INCREASED9,1579,032+125+1%$2.3M$2.4M+$130.4K2026-11-09
Fortis Capital Advisors, LLC
INCREASED9,1534,470+4,683+105%$1.1M$2.4M+$1.3M2026-11-09
Peachtree Investment Partners, LLC
INCREASED9,1428,948+194+2%$2.3M$2.4M+$147.8K2026-11-05
Tortuga Wealth Management, Inc
DECREASED9,1379,482-345-4%$2.4M$2.4M+$11.5K2026-10-27
Victory Financial Group, LLC
INCREASED9,1307,361+1,769+24%$1.9M$2.4M+$547.7K2026-10-27
Integris Wealth Management, LLC
INCREASED9,1259,085+40+0%$2.3M$2.4M+$108.4K2026-10-14
First Command Advisory Services, Inc.
DECREASED9,1009,995-895-9%$2.5M$2.4M-$129.3K2026-11-05
Patrick M Sweeney & Associates, Inc
DECREASED9,0929,126-340%$2.3M$2.4M+$89.1K2026-10-22
Tranquility Partners, LLC
INCREASED9,0728,942+130+1%$2.3M$2.4M+$130.7K2026-10-20
Cascade Investment Advisors, Inc.
DECREASED9,0649,319-255-3%$2.4M$2.4M+$32.9K2026-11-02
Quent Capital, LLC
DECREASED9,02610,802-1,776-16%$2.7M$2.5M-$253.6K2026-11-09
Essential Investment Partners LLC
DECREASED9,0259,139-114-1%$2.3M$2.4M+$68.2K2026-10-27
Mount Lucas Management LP
INCREASED9,0118,815+196+2%$2.2M$2.4M+$146.8K2026-11-09
SYM Financial Corp
INCREASED9,0068,776+230+3%$2.2M$2.4M+$155.3K2026-10-26
Optas, LLC
DECREASED9,0029,047-450%$2.3M$2.4M+$85.5K2026-11-09
Davis Capital Management
DECREASED8,9949,856-862-9%$2.5M$2.4M-$122.1K2026-10-08
Morguard Lincluden Global Investments Ltd
DECREASED8,9949,263-269-3%$2.4M$2.4M+$28.0K2026-10-28
Kennedy Investment Group, Inc.
INCREASED8,9896,591+2,398+36%$1.7M$2.4M+$705.8K2026-10-21
Epiq Partners, LLC
DECREASED8,9809,020-400%$2.3M$2.4M+$86.6K2026-10-07
Ascent Wealth Partners, LLC
INCREASED8,9512,940+6,011+204%$746.7K$2.4M+$1.6M2026-10-23
Signature Estate & Investment Advisors LLC
DECREASED8,9498,972-230%$2.3M$2.4M+$88.5K2026-10-13
Abundance Wealth Counselors
DECREASED8,93510,083-1,148-11%$2.6M$2.4M-$195.3K2026-10-26
M.E. Allison & Co., Inc.
UNCHANGED8,9248,92400%$2.3M$2.4M+$96.1K2026-10-09
Strategic Financial Services, Inc.
DECREASED8,8868,944-58-1%$2.3M$2.4M+$81.0K2026-11-10
First Interstate Bank
DECREASED8,8779,051-174-2%$2.3M$2.4M+$51.4K2026-10-23
Gibbs Wealth Management
DECREASED8,8739,008-135-1%$2.3M$2.3M+$61.5K2026-10-22
Advisory Solutions Group, LLC
INCREASED8,8692,924+5,945+203%$742.6K$2.3M+$1.6M2026-10-14
Carolina Wealth Advisors, LLC
INCREASED8,8598,728+131+2%$2.2M$2.3M+$128.7K2026-10-23
Founders Grove Wealth Partners, LLC
INCREASED8,8568,327+529+6%$2.1M$2.3M+$229.7K2026-10-16
Pine Haven Investment Counsel, Inc
DECREASED8,8558,955-100-1%$2.3M$2.3M+$70.0K2026-11-02
Vista Investment Partners LLC
INCREASED8,8498,766+83+1%$2.2M$2.3M+$116.5K2026-10-08
Hilton Head Capital Partners, LLC
DECREASED8,8339,614-781-8%$2.4M$2.3M-$103.1K2026-10-23
Merrion Investment Management Co, LLC
DECREASED8,8048,864-60-1%$2.3M$2.3M+$79.6K2026-10-16
Lyell Wealth Management, LP
INCREASED8,7938,500+293+3%$2.2M$2.3M+$169.1K2026-10-30
Great Lakes Retirement, Inc.
INCREASED8,7838,180+603+7%$2.1M$2.3M+$247.7K2026-10-26
Midway Capital Research & Management
UNCHANGED8,7708,77000%$2.2M$2.3M+$94.5K2026-10-20
Tempus Wealth Planning, LLC
INCREASED8,6838,489+194+2%$2.2M$2.3M+$142.7K2026-10-14
Alhambra Investment Management LLC
DECREASED8,6688,705-370%$2.2M$2.3M+$84.0K2026-10-15
CRA Financial Services, LLC
INCREASED8,6538,430+223+3%$2.1M$2.3M+$149.8K2026-10-16
Noesis Capital Mangement Corp
INCREASED8,6528,649+3+0%$2.2M$2.3M+$94.0K2026-10-26
Wiregrass Investment Management LLC
INCREASED8,6498,469+180+2%$2.2M$2.3M+$138.8K2026-11-05
Eads & Heald Wealth Management
DECREASED8,6428,955-313-3%$2.3M$2.3M+$13.6K2026-10-29
United Advisor Group, LLC
DECREASED8,6399,007-368-4%$2.3M$2.3M-$4622026-11-03
AdvisorShares Investments LLC
INCREASED8,6366,308+2,328+37%$1.6M$2.3M+$684.3K2026-11-09
Ascentis Wealth Management, LLC
INCREASED8,6186,935+1,683+24%$1.8M$2.3M+$520.2K2026-11-03
Rossby Financial, LCC
INCREASED8,6168,159+457+6%$2.1M$2.3M+$210.2K2026-11-05
Rahlfs Capital, LLC
UNCHANGED8,6008,60000%$2.2M$2.3M+$92.6K2026-10-23
Elser Financial Planning, Inc
INCREASED8,5888,544+44+1%$2.2M$2.3M+$103.8K2026-10-16
Investment Research Partners LLC
DECREASED8,5668,904-338-4%$2.3M$2.3M+$6.2K2026-10-19
Granite Islands Private Wealth, LLC
INCREASED8,5598,162+397+5%$2.1M$2.3M+$195.2K2026-10-16
St. Johns Investment Management Company, LLC
INCREASED8,5448,442+102+1%$2.1M$2.3M+$117.9K2026-10-30
Altura Wealth Advisors Inc.
INCREASED8,5417,553+988+13%$1.9M$2.3M+$343.1K2026-10-22
Bluedoor Private Wealth, LLC
DECREASED8,5398,645-106-1%$2.2M$2.3M+$65.1K2026-11-05
Global Assets Advisory, LLC
DECREASED8,5378,553-160%$2.2M$2.2M+$1.7K2026-10-28
1900 Wealth Management LLC
INCREASED8,5228,399+123+1%$2.1M$2.3M+$122.9K2026-10-13
Inman Jager Wealth Management, LLC
DECREASED8,4958,556-61-1%$2.2M$2.2M+$76.0K2026-11-05
Decker Wealth Management LLC
INCREASED8,4927,676+816+11%$1.9M$2.2M+$298.6K2026-10-09
Salvus Wealth Management, LLC
INCREASED8,4907,937+553+7%$2.0M$2.2M+$231.9K2026-10-13
Investment Partners Asset Management, Inc.
INCREASED8,4247,905+519+7%$2.0M$2.2M+$222.5K2026-10-09
Golden Reserve Retirement LLC
INCREASED8,4106,790+1,620+24%$1.7M$2.2M+$502.0K2026-11-02
Jefferson Bridge Capital, LLC
UNCHANGED8,3998,39900%$2.1M$2.2M+$90.5K2026-11-06
Semus Wealth Partners LLC
DECREASED8,3848,563-179-2%$2.2M$2.2M+$44.8K2026-10-22
Wealth Architects, LLC
INCREASED8,3838,211+172+2%$2.1M$2.2M+$134.1K2026-11-03
SmartHarvest Portfolios, LLC
DECREASED8,3599,232-873-9%$2.3M$2.2M-$131.8K2026-10-26
Jackson Square Capital, LLC
INCREASED8,3547,767+587+8%$2.0M$2.2M+$239.1K2026-10-19
Insight Advisors, LLC/ PA
DECREASED8,3389,493-1,155-12%$2.4M$2.2M-$203.4K2026-10-22
Financial Perspectives, Inc
INCREASED8,3168,020+296+4%$2.0M$2.2M+$164.8K2026-11-03
Coastline Trust Co
DECREASED8,29010,472-2,182-21%$2.7M$2.2M-$464.9K2026-10-01
Enterprise Financial Services Corp
INCREASED8,2908,275+15+0%$2.1M$2.2M+$93.1K2026-11-03
KG Capital Management
DECREASED8,2518,256-50%$2.1M$2.2M+$87.6K2026-10-15
Darwin Wealth Management, LLC
INCREASED8,2507,977+273+3%$2.0M$2.2M+$158.0K2026-11-09
Trueblood Wealth Management, LLC
INCREASED8,2048,097+107+1%$2.1M$2.2M+$115.5K2026-10-23
Sanders Morris Harris LLC
INCREASED8,1972,868+5,329+186%$728.4K$2.2M+$1.5M2026-10-14
Citizens & Northern Corp
DECREASED8,1908,218-280%$2.1M$2.2M+$81.1K2026-11-06
Meadow Creek Wealth Advisors LLC
INCREASED8,1898,030+159+2%$2.0M$2.2M+$128.6K2026-11-02
Nexus Investment Management ULC
DECREASED8,1818,381-200-2%$2.1M$2.2M+$37.3K2026-10-27
CPA Asset Management Group, LLC
UNCHANGED8,1318,13100%$2.1M$2.2M+$87.6K2026-10-26
Harmony Asset Management LLC
DECREASED8,1178,341-224-3%$2.1M$2.1M+$30.5K2026-10-20
Gemmer Asset Management LLC
DECREASED8,0988,495-397-5%$2.2M$2.1M-$13.8K2026-10-16
Lipe & Dalton
INCREASED8,0938,092+1+0%$2.1K$2.1M+$2.1M2026-10-15
Hikari Power Ltd
DECREASED8,080158,080-150,000-95%$40.1M$2.1M-$38.0M2026-10-30
RMR Capital Management, LLC
DECREASED8,0808,472-392-5%$2.2M$2.1M-$12.5K2026-10-23
Global Wealth Management, LLC
UNCHANGED8,0778,07700%$2.1M$2.1M+$87.2K2026-10-15
Amplius Wealth Advisors, LLC
INCREASED8,0656,887+1,178+17%$1.7M$2.1M+$385.9K2026-10-20
Compton Wealth Advisory Group, LLC
INCREASED8,0608,023+37+0%$2.0M$2.1M+$46.9K2026-10-13
Verus Capital Partners, LLC
INCREASED8,0267,570+456+6%$1.9M$2.1M+$202.2K2026-11-03
Occidental Asset Management, LLC
INCREASED8,0257,491+534+7%$1.9M$2.1M+$222.0K2026-11-05
Bayban
UNCHANGED8,0218,02100%$2.0M$2.0M$02026-11-05
Kendall Capital Management
DECREASED8,0118,136-125-2%$2.1M$2.1M+$54.5K2026-10-23
Shulman DeMeo Asset Management LLC
DECREASED8,0048,132-128-2%$2.1M$2.0M-$41.0K2026-10-09
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED8,00018,300-10,300-56%$4.6M$2.1M-$2.5M2026-11-04
Corundum Group, Inc.
INCREASED7,9967,755+241+3%$2.0M$2.1M+$147.3K2026-10-28
Townsend & Associates, Inc
DECREASED7,9719,246-1,275-14%$2.3M$2.0M-$263.3K2026-10-23
Alpine Bank Wealth Management
DECREASED7,9558,036-81-1%$2.0M$2.1M+$65.1K2026-10-16
BetterWealth, LLC
DECREASED7,9138,413-500-6%$2.1M$2.1M-$41.8K2026-10-15
Eclectic Associates Inc
DECREASED7,8978,062-165-2%$2.0M$2.1M+$43.1K2026-10-09
GraniteShares Advisors LLC
DECREASED7,8748,799-925-11%$2.2M$2.1M-$150.1K2026-10-29
Evergreen Wealth Management, LLC
INCREASED7,8567,848+8+0%$2.0M$2.1M+$86.5K2026-11-06
Focused Wealth Management, Inc
DECREASED7,8538,891-1,038-12%$2.3M$2.1M-$179.1K2026-10-30
Jnba Financial Advisors
INCREASED7,8497,699+150+2%$2.0M$2.1M+$122.6K2026-11-03
S.A. Mason LLC
INCREASED7,8487,845+3+0%$2.0M$2.1M+$85.2K2026-10-13
Integrity Advisory Solutions, LLC
INCREASED7,8446,727+1,117+17%$1.7M$2.1M+$368.2K2026-10-29
Sigma Investment Counselors Inc
DECREASED7,8378,128-291-4%$2.1M$2.1M+$10.5K2026-10-27
First Bancorp, Inc
DECREASED7,8258,272-447-5%$2.1M$2.1M-$29.3K2026-10-26
EPG Wealth Management LLC
INCREASED7,7907,745+45+1%$2.0M$2.1M+$95.2K2026-11-03
Howard Financial Services, Ltd.
INCREASED7,7897,072+717+10%$1.8M$2.1M+$266.0K2026-10-15
Summit Financial Wealth Advisors, LLC
INCREASED7,7597,700+59+1%$2.0M$2.1M+$98.5K2026-10-15
Jessup Wealth Management, Inc
INCREASED7,7187,619+99+1%$1.9M$2.0M+$108.3K2026-10-20
Ledgewood Wealth Advisors, LLC
UNCHANGED7,6957,69500%$2.0M$2.0M+$83.0K2026-10-09
Oakmont Investment Advisors, Inc.
INCREASED7,6707,594+76+1%$1.9M$2.0M+$101.4K2026-10-21
Wealth Intelligence, LLC
INCREASED7,6577,630+27+0%$1.9M$2.0M+$89.3K2026-10-16
Pincus Capital Management, LP
UNCHANGED7,6497,64900%$1.9M$2.0M+$82.4K2026-11-09
Poinciana Advisors Group, LLC
DECREASED7,6437,712-69-1%$2.0M$2.0M+$64.8K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED7,6317,826-195-2%$2.0M$2.0M+$32.8K2026-10-14
Winthrop Capital Management, LLC
INCREASED7,6257,610+15+0%$1.9M$2.0M+$85.6K2026-11-05
Bria Capital Group, LLC
INCREASED7,6106,490+1,120+17%$1.6M$2.0M+$366.4K2026-10-22
Madson Wealth Advisors Inc
INCREASED7,6037,597+6+0%$1.9M$2.0M+$83.3K2026-10-13
Hurlow Wealth Management Group, Inc.
INCREASED7,6027,600+2+0%$1.9M$2.0M+$82.3K2026-10-29
Titleist Asset Management, LLC
INCREASED7,5887,002+586+8%$1.8M$2.0M+$229.8K2026-10-08
Mirador Capital Partners LP
INCREASED7,5727,410+162+2%$1.9M$2.0M+$122.9K2026-10-09
Orange Investment Advisors, Inc.
DECREASED7,5487,963-415-5%$2.0M$2.0M-$24.1K2026-10-23
Miramontes Capital, LLC
DECREASED7,5437,584-41-1%$1.9M$2.0M+$70.7K2026-10-19
Income Insurance Ltd
UNCHANGED7,5427,54200%$1.9M$2.0M+$81.2K2026-10-21
Zega Investments, LLC
DECREASED7,5057,517-120%$1.9M$2.0M+$77.6K2026-11-04
True North Advisors, LLC
INCREASED7,4976,719+778+12%$1.7M$2.0M+$278.5K2026-10-22
Cassia Capital Partners, LLC
DECREASED7,4898,042-553-7%$2.0M$2.0M-$59.8K2026-11-04
Anchyra Partners LLC
INCREASED7,4696,697+772+12%$1.7M$2.0M+$276.5K2026-10-13
W.H. Cornerstone Investments Inc.
INCREASED7,4547,419+35+0%$1.9M$2.0M+$89.3K2026-11-03
Chesapeake Wealth Management
DECREASED7,4497,575-126-2%$1.9M$2.0M+$48.2K2026-11-09
High Net Worth Advisory Group LLC
INCREASED7,4327,431+1+0%$1.9M$2.0M+$80.2K2026-10-26
Arsenal Capital Advisors LLC
INCREASED7,4167,005+411+6%$1.8M$2.0M+$184.2K2026-11-02
Woodley Farra Manion Portfolio Management Inc
DECREASED7,4087,697-289-4%$2.0M$2.0M+$6.4K2026-11-05
Asahi Life Asset Management Co., Ltd.
DECREASED7,39610,058-2,662-26%$2.6M$2.0M-$596.4K2026-11-06
Allen Mooney & Barnes Investment Advisors LLC
INCREASED7,3697,301+68+1%$1.9M$2.0M+$96.7K2026-10-08
Poehling Capital Management, Inc.
INCREASED7,3606,779+581+9%$1.7M$1.9M+$226.8K2026-10-20
Creekside Partners
DECREASED7,3597,363-40%$1.9M$1.9M+$78.2K2026-11-04
Keudell ison Wealth Management
DECREASED7,3477,437-90-1%$1.9M$1.9M+$56.3K2026-10-16
Bond & Devick Financial Network, Inc.
INCREASED7,3307,177+153+2%$1.8M$1.9M+$117.8K2026-10-23
Tannin Capital LLC
DECREASED7,3248,084-760-9%$2.1M$1.9M-$114.2K2026-11-05
Ellis Investment Partners, LLC
DECREASED7,3137,497-184-2%$1.9M$1.9M+$32.1K2026-10-21
Capital Square, LLC
DECREASED7,3097,530-221-3%$1.9M$1.9M-$1082026-10-19
Asset Advisory Group, Inc.
DECREASED7,3067,326-200%$1.9M$1.9M+$73.6K2026-10-20
Towercrest Capital Management
DECREASED7,3027,357-55-1%$1.9M$1.9M+$64.8K2026-10-23
First National Bank Sioux Falls
INCREASED7,2954,268+3,027+71%$1.0M$1.9M+$930.3K2026-10-13
PUREfi Wealth, LLC
DECREASED7,2687,469-201-3%$1.9M$1.9M+$27.2K2026-10-19
Birch Capital Management, LLC
DECREASED7,2337,237-40%$1.8M$1.9M+$76.9K2026-10-27
Hutchinson Capital Management
INCREASED7,1886,939+249+4%$1.8M$1.9M+$140.7K2026-11-09
Tarbox Family Office, Inc.
UNCHANGED7,1837,18300%$1.8M$1.9M+$77.4K2026-10-23
Windsor Capital Management, LLC
INCREASED7,1675,655+1,512+27%$1.4M$1.9M+$461.2K2026-10-13
Capital Advisors Wealth Management, LLC
INCREASED7,1647,114+50+1%$1.8M$1.9M+$89.9K2026-10-09
Alliance Wealth Management Group
DECREASED7,1527,207-55-1%$1.8M$1.9M+$63.2K2026-10-29
Eubel Brady & Suttman Asset Management Inc
DECREASED7,1477,884-737-9%$2.0M$1.9M-$110.0K2026-11-04
First Citizens Financial Corp
DECREASED7,1477,380-233-3%$1.9M$1.9M+$17.8K2026-10-02
Colton Groome Financial Advisors, LLC
INCREASED7,1452,239+4,906+219%$568.7K$1.9M+$1.3M2026-10-06
OFS Enterprise LLC
DECREASED7,1407,385-245-3%$1.9M$1.9M+$14.7K2026-10-16
Clarkston Capital Partners, LLC
DECREASED7,1327,511-379-5%$1.9M$1.9M-$19.4K2026-11-10
Kennondale Capital Management LLC
UNCHANGED7,1207,12000%$1.8M$1.9M+$76.7K2026-11-09
Dagco, Inc.
INCREASED7,1126,980+132+2%$1.8M$1.9M+$110.2K2026-10-20
Davidson Investment Advisors
INCREASED7,1086,977+131+2%$1.8M$1.9M+$109.8K2026-10-20
Peoples Bank
DECREASED7,1067,150-44-1%$1.8M$1.9M+$65.4K2026-10-09
Financial Synergies Wealth Advisors, Inc.
INCREASED7,0866,904+182+3%$1.8M$1.9M+$122.6K2026-10-16
Westbourne Investment Advisors, Inc.
UNCHANGED7,0837,08300%$1.8M$1.9M+$76.3K2026-10-20
BayBridge Capital Group, LLC
INCREASED7,0826,348+734+12%$1.6M$1.9M+$262.7K2026-10-13
Canton Hathaway, LLC
UNCHANGED7,0757,07500%$1.8M$1.9M+$76.2K2026-10-23
James J. Burns & Company, LLC
INCREASED7,0476,950+97+1%$1.8M$1.9M+$100.3K2026-10-22
Johnson & White Wealth Management, LLC
DECREASED7,0477,082-350%$1.8M$1.9M+$66.6K2026-11-03
Orrstown Financial Services Inc
INCREASED7,0347,006+28+0%$1.8M$1.9M+$82.9K2026-10-14
Graves Light Lenhart Wealth, Inc.
DECREASED7,0287,259-231-3%$1.8M$1.9M+$16.9K2026-10-09
Spinnaker Investment Group, LLC
DECREASED7,0227,276-254-3%$1.8M$1.9M+$10.9K2026-10-13
CNB Bank
DECREASED6,9937,372-379-5%$1.9M$1.9M-$20.9K2026-11-09
Lake Street Private Wealth, LLC
INCREASED6,9896,535+454+7%$1.7M$1.9M+$190.4K2026-10-22
Wealth Effects LLC
INCREASED6,9746,920+54+1%$1.8M$1.8M+$88.9K2026-10-23
Pullen Investment Management, LLC
INCREASED6,9596,913+46+1%$1.8M$1.8M+$86.7K2026-10-23
XY Planning Network, Inc.
INCREASED6,9326,234+698+11%$1.6M$1.8M+$252.0K2026-10-14
Guardian Investment Management
DECREASED6,9107,907-997-13%$2.0M$1.8M-$178.8K2026-10-23
Live Oak Private Wealth LLC
DECREASED6,9037,139-236-3%$1.8M$1.8M+$14.4K2026-11-02
Reik & Co., LLC
DECREASED6,89915,099-8,200-54%$3.8M$1.8M-$2.0M2026-10-27
Sage Rhino Capital LLC
DECREASED6,8626,868-60%$1.7M$1.8M+$72.4K2026-10-28
Earned Wealth Advisors, LLC
INCREASED6,8536,284+569+9%$1.6M$1.8M+$218.5K2026-11-06
IAG Wealth Partners, LLC
INCREASED6,8506,814+36+1%$1.7M$1.8M+$82.8K2026-11-06
Aire Advisors, LLC
DECREASED6,8426,900-58-1%$1.8M$1.8M+$58.9K2026-10-22
Congress Park Capital LLC
DECREASED6,8136,838-250%$1.7M$1.8M+$67.2K2026-10-13
4Wealth Advisors, Inc.
DECREASED6,8078,271-1,464-18%$2.1M$1.8M-$316.7K2026-10-13
Alliance Private Wealth, LLC
DECREASED6,7997,704-905-12%$2.0M$1.8M-$156.6K2026-10-20
Bull Harbor Capital LLC
DECREASED6,7716,797-260%$1.7M$1.8M+$66.4K2026-11-10
Cahaba Wealth Management, Inc.
INCREASED6,7366,565+171+3%$1.7M$1.8M+$116.1K2026-10-26
McCollum Christoferson Group LLC
INCREASED6,7366,614+122+2%$1.7M$1.8M+$103.5K2026-10-13
Contravisory Investment Management, Inc.
INCREASED6,6924,341+2,351+54%$1.1M$1.8M+$669.2K2026-10-13
SeaBridge Investment Advisors LLC
INCREASED6,6856,153+532+9%$1.6M$1.8M+$207.1K2026-11-02
Summit Wealth Group LLC / Co
INCREASED6,6785,881+797+14%$1.5M$1.8M+$274.2K2026-10-29
Collaborative Fund Advisors, LLC
INCREASED6,6756,367+308+5%$1.6M$1.8M+$150.1K2026-11-02
BridgePort Financial Solutions, LLC
INCREASED6,6725,466+1,206+22%$1.4M$1.8M+$378.2K2026-11-02
Unique Wealth, LLC
INCREASED6,6656,135+530+9%$1.6M$1.8M+$206.4K2026-10-16
Condor Capital Management
DECREASED6,65713,264-6,607-50%$3.4M$1.8M-$1.6M2026-11-06
Ignite Planners, LLC
INCREASED6,6576,538+119+2%$1.7M$1.8M+$110.7K2026-10-14
Chapman Financial Group, LLC
DECREASED6,6306,705-75-1%$1.7M$1.8M+$52.4K2026-10-26
Total Clarity Wealth Management, Inc.
INCREASED6,6215,699+922+16%$1.4M$1.8M+$305.4K2026-10-26
Regent Peak Wealth Advisors LLC
INCREASED6,6106,475+135+2%$1.6M$1.7M+$105.6K2026-10-13
Ifrah Financial Services, Inc.
INCREASED6,5904,786+1,804+38%$1.2M$1.7M+$529.0K2026-10-13
Avantra Family Wealth, Inc.
INCREASED6,5844,520+2,064+46%$1.1M$1.7M+$595.2K2026-10-20
First County Bank
INCREASED6,5826,398+184+3%$1.6M$1.7M+$117.6K2026-10-13
Sather Financial Group Inc
INCREASED6,5826,460+122+2%$1.6M$1.7M+$101.9K2026-10-30
Secured Retirement Advisors, LLC
INCREASED6,5656,512+53+1%$1.7M$1.7M+$84.0K2026-11-10
Samalin Investment Counsel, LLC
INCREASED6,5626,549+13+0%$1.7M$1.7M+$73.9K2026-10-23
Great Diamond Partners, LLC
INCREASED6,5336,236+297+5%$1.6M$1.7M+$145.8K2026-10-13
Meridian Financial Partners LLC
DECREASED6,5286,632-104-2%$1.6M$1.7M+$15.2K2026-10-23
MPS Loria Financial Planners, LLC
INCREASED6,5266,514+12+0%$1.7M$1.7M+$73.4K2026-10-14
Caldwell Sutter Capital, Inc.
DECREASED6,5126,576-64-1%$1.7M$1.7M+$54.0K2026-11-09
Whalen Wealth Management Inc.
INCREASED6,5035,748+755+13%$1.5M$1.7M+$261.8K2026-10-08
Creative Financial Designs Inc
INCREASED6,4984,257+2,241+53%$1.1M$1.7M+$639.2K2026-11-04
Luts & Greenleigh Group, Inc.
INCREASED6,4926,481+11+0%$1.6M$1.7M+$72.8K2026-11-05
Alchemi Wealth, LLC
INCREASED6,4905,555+935+17%$1.4M$1.7M+$307.1K2026-11-04
Traveka Wealth, LLC
INCREASED6,4846,397+87+1%$1.6M$1.7M+$92.0K2026-10-19
Riversedge Advisors, LLC
INCREASED6,4816,231+250+4%$1.6M$1.7M+$133.3K2026-10-09
Three Magnolias Financial Advisors, LLC
DECREASED6,4667,166-700-10%$1.8M$1.7M-$108.1K2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED6,4548,905-2,451-28%$2.3M$1.7M-$553.0K2026-11-04
Trail Ridge Investment Advisors, LLC
INCREASED6,4506,413+37+1%$1.6M$1.7M+$78.9K2026-10-16
Syverson Strege & Co
INCREASED6,4456,303+142+2%$1.6M$1.7M+$105.5K2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED6,4385,559+879+16%$1.4M$1.7M+$292.4K2026-10-29
Townsend Asset Management Corp
INCREASED6,4196,418+1+0%$1.6M$1.7M+$69.4K2026-10-29
Capital Investment Services of America, Inc.
UNCHANGED6,4176,41700%$1.6M$1.7M+$69.1K2026-11-02
N.E.W. Advisory Services LLC
INCREASED6,4136,377+36+1%$1.6M$1.7M+$78.3K2026-11-09
Interchange Capital Partners, LLC
DECREASED6,40713,368-6,961-52%$3.4M$1.7M-$1.7M2026-10-28
Cottage Street Advisors LLC
DECREASED6,3866,689-303-5%$1.7M$1.7M-$8.1K2026-10-19
First United Bank & Trust
DECREASED6,3756,585-210-3%$1.7M$1.7M+$15.3K2026-10-22
Salomon & Ludwin, LLC
DECREASED6,3546,720-366-5%$1.7M$1.7M-$24.6K2026-10-29
Nfsg Corp
DECREASED6,3497,757-1,408-18%$2.0M$1.7M-$289.0K2026-10-15
Braun-Bostich & Associates Inc.
DECREASED6,3456,374-290%$1.6M$1.7M+$61.0K2026-10-20
Fire Capital Management LLC
INCREASED6,3393,221+3,118+97%$818.0K$1.7M+$860.2K2026-10-27
Jones Kertz & Associates, Inc.
DECREASED6,3296,344-150%$1.6M$1.7M+$64.4K2026-10-28
Rose Capital Advisors LLC
INCREASED6,3252,359+3,966+168%$599.1K$1.7M+$1.1M2026-11-04
Elevation Wealth Partners, LLC
DECREASED6,3256,348-230%$1.6M$1.7M+$62.5K2026-10-07
American Institute for Advanced Investment Management, LLP
DECREASED6,3206,340-200%$1.6M$1.7M+$63.0K2026-11-03
Orser Capital Management, LLC
INCREASED6,3125,712+600+11%$1.5M$1.7M+$220.4K2026-10-13
Breakwater Capital Group
INCREASED6,2856,036+249+4%$1.5M$1.7M+$131.0K2026-10-09
55 North Private Wealth, LLC
INCREASED6,2805,813+467+8%$1.5M$1.7M+$186.3K2026-10-20
Hoertkorn Richard Charles
UNCHANGED6,2796,27900%$1.6M$1.7M+$67.6K2026-11-04
Flavin Financial Services, Inc.
INCREASED6,2776,239+38+1%$1.6M$1.7M+$77.3K2026-10-21
Rudd Co d/b/a Styre Wealth
NEW6,256—+6,256——$1.6M—2026-10-29
Bernicke Wealth Management, Ltd.
INCREASED6,2465,992+254+4%$1.5M$1.7M+$131.9K2026-11-06
Fairvoy Private Wealth, LLC
INCREASED6,2435,637+606+11%$1.4M$1.7M+$221.1K2026-10-19
Westover Capital Advisors, LLC
INCREASED6,2426,016+226+4%$1.5M$1.7M+$124.6K2026-10-26
Wealth Group, Ltd.
DECREASED6,23723,841-17,604-74%$6.1M$1.7M-$4.4M2026-10-30
Vigilare Wealth Management
UNCHANGED6,2336,23300%$1.6M$1.7M+$67.0K2026-10-29
QTR Family Wealth, LLC
DECREASED6,2286,364-136-2%$1.6M$1.6M+$32.4K2026-11-02
Mccarter Private Wealth Services LLC
INCREASED6,2246,211+13+0%$1.6M$1.6M+$70.3K2026-10-22
Lazari Capital Management, Inc.
INCREASED6,2236,179+44+1%$1.6M$1.6M+$78.2K2026-10-20
Cushing Capital Partners, LLC
INCREASED6,2216,069+152+3%$1.5M$1.6M+$105.4K2026-10-20
Acima Private Wealth, LLC
DECREASED6,2106,648-438-7%$1.7M$1.6M-$44.4K2026-10-05
Sterling Wealth Management, Inc.
UNCHANGED6,2086,20800%$1.6M$1.6M+$66.9K2026-10-23
Paragon Private Wealth Management, LLC
DECREASED6,1917,940-1,749-22%$2.0M$1.6M-$377.5K2026-10-20
AMI Asset Management Corp
INCREASED6,1906,149+41+1%$1.6M$1.6M+$77.1K2026-10-20
BigSur Wealth Management LLC
DECREASED6,1896,277-88-1%$1.6M$1.6M+$44.3K2026-10-13
BWM Planning, LLC
DECREASED6,1836,911-728-11%$1.8M$1.6M-$118.3K2026-11-09
Sunpointe, LLC
DECREASED6,18215,952-9,770-61%$4.1M$1.6M-$2.4M2026-10-22
Verity Asset Management, Inc.
INCREASED6,1565,968+188+3%$1.5M$1.6M+$113.7K2026-10-30
Andrews Advisory Associates, LLC
DECREASED6,1556,499-344-5%$1.7M$1.6M-$21.0K2026-10-15
Nadler Financial Group, Inc.
INCREASED6,1476,146+1+0%$1.6M$1.6M+$66.4K2026-10-23
O'Brien Greene & Co. Inc
UNCHANGED6,1466,14600%$1.6M$1.6M+$66.2K2026-11-05
MBA Advisors LLC
DECREASED6,1316,165-34-1%$1.6M$1.6M+$57.4K2026-10-29
HBW Advisory Services LLC
DECREASED6,1176,149-32-1%$1.6M$1.6M+$57.8K2026-10-15
Johnson Bixby & Associates, LLC
DECREASED6,0956,212-117-2%$1.6M$1.6M+$35.7K2026-10-14
Invested Advisors
DECREASED6,0936,250-157-3%$1.6M$1.6M+$25.8K2026-10-23
Trust Co
DECREASED6,0797,211-1,132-16%$1.8M$1.6M-$222.0K2026-10-09
Vista Capital Partners, Inc.
INCREASED6,0765,975+101+2%$1.5M$1.6M+$91.1K2026-11-06
Quantum Financial Advisors, LLC
INCREASED6,0725,447+625+11%$1.4M$1.6M+$224.1K2026-11-03
Portus Wealth Advisors, LLC
INCREASED6,0716,055+16+0%$1.5M$1.6M+$69.6K2026-10-13
Baring Financial LLC
INCREASED6,0536,017+36+1%$1.5M$1.6M+$74.4K2026-10-07
ProVise Management Group, LLC
DECREASED6,0516,573-522-8%$1.7M$1.6M-$67.5K2026-11-06
Huntleigh Advisors, Inc.
INCREASED6,0435,935+108+2%$1.5M$1.6M+$92.5K2026-11-03
SBK Financial, Inc.
DECREASED6,0396,771-732-11%$1.7M$1.6M-$120.9K2026-11-02
Richards, Merrill & Peterson, Inc.
DECREASED6,0146,099-85-1%$1.5M$1.6M+$43.3K2026-10-19
Ridgecrest Wealth Partners, LLC
INCREASED6,0135,897+116+2%$1.5M$1.6M+$94.4K2026-10-19
Partners Wealth Management, LLC
INCREASED6,0121,659+4,353+262%$421.3K$1.6M+$1.2M2026-10-28
Baker Boyer National Bank
DECREASED6,0106,696-686-10%$1.7M$1.6M-$109.5K2026-11-05
Elmwood Wealth Management, Inc.
DECREASED6,0056,020-150%$1.5M$1.6M+$60.9K2026-10-14
Foster Group, Inc.
INCREASED5,9995,808+191+3%$1.5M$1.6M+$113.1K2026-10-13
Centurion Wealth Management LLC
DECREASED5,9866,244-258-4%$1.6M$1.6M-$1.0K2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED5,9646,055-91-1%$1.5M$1.6M+$41.1K2026-10-15
Yankcom Partnership
DECREASED5,9596,002-43-1%$1.5M$1.6M+$53.3K2026-10-15
First Heartland Consultants, Inc.
INCREASED5,9585,678+280+5%$1.4M$1.6M+$135.3K2026-10-08
Hobart Private Capital, LLC
INCREASED5,9501,499+4,451+297%$380.7K$1.6M+$1.2M2026-10-19
Sloy Dahl & Holst, LLC
DECREASED5,9376,117-180-3%$1.6M$1.6M+$18.2K2026-10-14
Stableford Capital II LLC
DECREASED5,9325,955-230%$1.5M$1.6M+$58.0K2026-10-09
Evansbrook LLC
INCREASED5,9315,466+465+9%$1.4M$1.6M+$181.9K2026-10-16
Hubbell Strickland Wealth Management, LLC
INCREASED5,9195,906+13+0%$1.5M$1.6M+$67.0K2026-10-29
Uniting Wealth Partners, LLC
INCREASED5,9145,540+374+7%$1.4M$1.6M+$158.6K2026-11-06
Liberty Capital Management, Inc.
DECREASED5,9006,148-248-4%$1.6M$1.6M+$5582026-11-02
Legacy Capital Group California, Inc.
DECREASED5,8956,006-111-2%$1.5M$1.6M+$35.3K2026-11-09
Kennebec Savings Bank
INCREASED5,8955,867+28+0%$1.5M$1.6M+$70.6K2026-10-22
Morton Capital Management LLC
DECREASED5,8915,909-180%$1.5M$1.6M+$59.0K2026-10-23
denkapparat Operations GmbH
INCREASED5,8903,946+1,944+49%$1.0M$1.6M+$557.2K2026-11-09
Iron Financial LLC
DECREASED5,8905,901-110%$1.5M$1.6M+$60.5K2026-10-23
Foster Dykema Cabot & Partners, LLC
INCREASED5,8785,153+725+14%$1.3M$1.6M+$247.4K2026-10-30
Atlas Capital Advisors Inc.
INCREASED5,869169+5,700+3373%$42.9K$5.5M+$5.4M2026-11-09
Fiduciary Financial Group, LLC
INCREASED5,8615,744+117+2%$1.5M$1.6M+$92.9K2026-10-13
Gleason Group, Inc.
DECREASED5,8396,605-766-12%$1.7M$1.5M-$131.7K2026-10-15
Onyx Bridge Wealth Group LLC
DECREASED5,8275,983-156-3%$1.5M$1.5M+$23.2K2026-10-16
Harbour Capital Advisors, LLC
DECREASED5,8215,851-30-1%$1.5M$1.5M+$37.5K2026-10-13
Providence Financial Advisors, LLC
DECREASED5,7916,348-557-9%$1.6M$1.5M-$79.1K2026-11-06
Legacy Edge Advisors, LLC
DECREASED5,7915,944-153-3%$1.5M$1.5M+$23.5K2026-11-06
Meramec Financial Planners, LLC
UNCHANGED5,7785,77800%$1.5M$1.6M+$59.3K2026-11-09
Beacon Capital Management, LLC
DECREASED5,7725,782-100%$1.5M$1.5M+$59.5K2026-10-23
Measured Risk Portfolios, Inc.
DECREASED5,7705,930-160-3%$1.5M$1.5M+$21.3K2026-10-21
Curated Wealth Partners LLC
INCREASED5,7633,425+2,338+68%$869.8K$1.5M+$655.9K2026-10-15
Wealth Advisory Solutions, LLC
DECREASED5,7565,821-65-1%$1.5M$1.5M+$45.5K2026-10-20
Armstrong Advisory Group, Inc
INCREASED5,7425,400+342+6%$1.4M$1.5M+$148.6K2026-10-09
Lodestone Wealth Management LLC
INCREASED5,7365,732+4+0%$1.5M$1.5M+$62.7K2026-10-14
bLong Financial, LLC
UNCHANGED5,7205,72000%$1.5M$1.5M+$61.6K2026-10-29
May Hill Capital, LLC
INCREASED5,7135,392+321+6%$1.4M$1.5M+$143.1K2026-11-03
Verum Partners LLC
DECREASED5,6806,156-476-8%$1.6M$1.5M-$59.8K2026-10-21
A. D. Beadell Investment Counsel, Inc.
UNCHANGED5,6805,68000%$1.4K$1.5M+$1.5M2026-10-14
Mosley Wealth Management
INCREASED5,6755,003+672+13%$1.3M$1.4M+$166.6K2026-10-16
StoryOne LLC
INCREASED5,6702,811+2,859+102%$713.9K$1.5M+$787.2K2026-10-13
Access Investment Management LLC
INCREASED5,6595,044+615+12%$1.3M$1.5M+$217.1K2026-10-23
Capital Advantage, Inc.
INCREASED5,6575,188+469+9%$1.3M$1.5M+$180.1K2026-10-14
Riverbend Wealth Management, LLC
DECREASED5,6565,704-48-1%$1.4M$1.5M+$48.7K2026-10-15
Prentice Wealth Management LLC
INCREASED5,6505,449+201+4%$1.4M$1.5M+$111.9K2026-10-20
Kuhn & Co Investment Counsel
INCREASED5,6375,611+26+0%$1.4M$1.5M+$67.3K2026-10-29
Evermay Wealth Management LLC
INCREASED5,6325,479+153+3%$1.4M$1.5M+$99.5K2026-11-05
Raleigh Capital Management Inc.
INCREASED5,6283,730+1,898+51%$947.3K$1.5M+$542.6K2026-10-28
Iams Wealth Management, LLC
DECREASED5,6276,777-1,150-17%$1.7M$1.5M-$231.5K2026-10-15
Affiance Financial, LLC
INCREASED5,6225,602+20+0%$1.4M$1.5M+$65.7K2026-10-15
Cromwell Holdings LLC
DECREASED5,6176,115-498-8%$1.6M$1.5M-$66.0K2026-10-28
Bdfs Capital LLC
DECREASED5,6095,616-70%$1.4M$1.5M+$58.6K2026-10-14
DeDora Capital, Inc.
DECREASED5,5986,554-956-15%$1.7M$1.5M-$182.4K2026-10-26
Francis Financial, Inc.
INCREASED5,5904,716+874+19%$1.2M$1.5M+$282.2K2026-11-09
Central Bank & Trust Co
UNCHANGED5,5775,57700%$1.4M$1.5M+$60.1K2026-10-09
Guardian Asset Advisors, LLC
INCREASED5,5725,460+112+2%$1.4M$1.5M+$88.4K2026-10-16
Southern Michigan Bank & Trust
DECREASED5,5705,794-224-4%$1.5M$1.5M+$3.1K2026-10-19
Compass Financial Management LLC
DECREASED5,5615,572-110%$1.4M$1.5M+$55.4K2026-10-30
Citizens Business Bank
DECREASED5,5605,643-83-1%$1.4M$1.5M+$38.8K2026-11-09
Balefire, LLC
DECREASED5,5575,701-144-3%$1.4M$1.5M+$23.3K2026-10-09
Loudon Investment Management, LLC
UNCHANGED5,5565,55600%$1.4M$1.5M+$59.8K2026-11-06
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED5,5374,885+652+13%$1.2M$1.5M+$225.2K2026-10-28
Alan B Lancz & Associates, Inc.
UNCHANGED5,5375,53700%$1.4M$1.5M+$59.6K2026-11-10
Retirement Planning Co of New England, Inc.
DECREASED5,5235,544-210%$1.4M$1.5M+$53.9K2026-10-15
Fermata Advisors, LLC
INCREASED5,5225,388+134+2%$1.4M$1.5M+$93.5K2026-10-13
Renaissance Investment Group LLC
DECREASED5,5185,580-62-1%$1.4M$1.5M+$43.7K2026-10-28
Cascade Investment Group, Inc.
DECREASED5,5115,569-58-1%$1.4M$1.5M+$44.7K2026-10-13
Rothwell Investment Advisors, LLC
NEW5,496—+5,496——$1.5M—2026-11-06
Moller Wealth Partners
DECREASED5,4806,876-1,396-20%$1.7M$1.5M-$295.5K2026-10-15
Cross Staff Investments Inc
UNCHANGED5,4775,47700%$1.4M$1.4M+$59.0K2026-10-22
Ejmk Ventures LLC
INCREASED5,4694,664+805+17%$1.2M$1.4M+$263.2K2026-10-21
Gradient Capital Advisors, LLC
INCREASED5,4525,325+127+2%$1.4M$1.4M+$90.9K2026-10-21
Saxon Interests, Inc.
DECREASED5,4486,365-917-14%$1.6M$1.4M-$174.2K2026-10-26
Eleva Capital SAS
NEW5,446—+5,446——$1.4M—2026-10-06
Three Bearings Fiduciary Advisors, Inc.
DECREASED5,4425,702-260-5%$1.4M$1.4M-$7.4K2026-11-10
Avail Investment Partners, LLC
DECREASED5,4135,595-182-3%$1.4M$1.4M+$12.1K2026-10-16
KFG Wealth Management, LLC
INCREASED5,4065,298+108+2%$1.3M$1.4M+$85.7K2026-10-16
Accel Wealth Management
INCREASED5,4035,375+28+1%$1.4M$1.4M+$65.2K2026-10-13
BXM Wealth LLC
DECREASED5,3955,430-35-1%$1.4M$1.4M+$49.2K2026-11-03
Vicus Capital
INCREASED5,3894,876+513+11%$1.2M$1.4M+$188.4K2026-11-05
Synergy Asset Management, LLC
INCREASED5,3884,231+1,157+27%$1.1M$1.4M+$351.9K2026-11-05
Englebert Financial Advisers, LLC
DECREASED5,3875,478-91-2%$1.4M$1.4M+$35.0K2026-10-20
Old Port Advisors
DECREASED5,3745,683-309-5%$1.4M$1.4M-$20.6K2026-10-23
One Plus One Wealth Management, LLC
UNCHANGED5,3645,36400%$1.4M$1.4M+$57.8K2026-10-16
Commonwealth Financial Services, LLC
DECREASED5,3395,351-120%$1.4M$1.4M+$54.5K2026-10-20
Marathon Wealth Advisors LLC
DECREASED5,3335,530-197-4%$1.4M$1.4M+$7.4K2026-11-04
Allegiance Financial Group Advisory Services LLC
DECREASED5,3235,362-39-1%$1.4M$1.4M+$47.4K2026-11-02
White Lighthouse Investment Management Inc.
DECREASED5,3206,300-980-16%$1.6M$1.4M-$191.6K2026-10-21
Capstone Wealth Management Group, Inc.
DECREASED5,3185,389-71-1%$1.4M$1.4M+$39.2K2026-10-19
Emerald Advisors, LLC
INCREASED5,3174,623+694+15%$1.2M$1.4M+$233.5K2026-10-13
Regatta Capital Group, LLC
DECREASED5,3035,315-120%$1.3M$1.4M+$54.1K2026-10-23
Insight 2811, Inc.
INCREASED5,2985,163+135+3%$1.3M$1.4M+$91.3K2026-11-06
Grandview Asset Management LLC
DECREASED5,2665,583-317-6%$1.4M$1.4M-$23.3K2026-10-19
Impact Partnership Wealth, LLC
INCREASED5,2645,105+159+3%$1.3M$1.4M+$96.9K2026-11-09
Wagner Wealth Management, LLC
INCREASED5,2524,612+640+14%$1.2M$1.4M+$219.1K2026-10-21
Apollon Financial, LLC
INCREASED5,2344,628+606+13%$1.2M$1.4M+$210.2K2026-10-23
Brindle & Bay Financial Advisors, LLC
INCREASED5,2134,269+944+22%$1.1M$1.4M+$295.9K2026-10-15
Richwood Investment Advisors, LLC
INCREASED5,2075,029+178+4%$1.3M$1.4M+$101.5K2026-10-30
Three Bridge Wealth Advisors, LLC
DECREASED5,2015,230-29-1%$1.3M$1.4M+$48.7K2026-11-05
Bell Bank
INCREASED5,1945,046+148+3%$1.3M$1.4M+$93.5K2026-10-21
Clear Wave Wealth Management LLC
INCREASED5,1915,091+100+2%$1.3M$1.4M+$81.3K2026-11-04
Unified Investment Management
INCREASED5,1905,185+5+0%$1.3M$1.4M+$57.1K2026-10-14
Paulson Wealth Management Inc.
DECREASED5,1855,320-135-3%$1.4M$1.4M+$21.6K2026-11-02
Harel Insurance Investments & Financial Services Ltd.
DECREASED5,1837,576-2,393-32%$1.9M$1.4M-$552.0K2026-11-02
Oxler Private Wealth LLC
INCREASED5,1765,158+18+0%$1.3M$1.4M+$60.3K2026-10-21
EdgeRock Capital LLC
INCREASED5,1744,952+222+4%$1.3M$1.4M+$112.2K2026-11-03
Diversified Portfolios, Inc.
INCREASED5,1444,442+702+16%$1.1M$1.4M+$233.7K2026-11-04
GLR Partners, LLC
DECREASED5,1335,342-209-4%$1.4M$1.4M+$2.2K2026-11-04
Nelson Capital Management, LLC
DECREASED5,1245,224-100-2%$1.3M$1.4M+$29.8K2026-11-09
Union Savings Bank
DECREASED5,1085,191-83-2%$1.3M$1.4M+$33.9K2026-10-14
Financial Freedom, LLC
INCREASED5,1005,097+3+0%$1.3M$1.4M+$55.9K2026-11-06
Alpha Family Trust
UNCHANGED5,1005,10000%$1.3M$1.3M$02026-11-04
Hopwood Financial Services, Inc.
INCREASED5,0874,980+107+2%$1.3M$1.3M+$81.7K2026-10-29
Elco Management Co., LLC
INCREASED5,0875,066+21+0%$1.3M$1.3M+$60.1K2026-10-14
Trilogy Capital Inc.
DECREASED5,0855,109-240%$1.3M$1.3M+$48.5K2026-10-20
LeConte Wealth Management, LLC
INCREASED5,0855,073+12+0%$1.3M$1.3M+$57.8K2026-10-20
Journey Retirement Planning & Investment Management LLC
DECREASED5,0835,324-241-5%$1.4M$1.3M-$5.9K2026-10-09
Tucker Asset Management LLC
INCREASED5,0715,011+60+1%$1.3M$1.3M+$69.9K2026-10-29
Sage Investment Advisers LLC
INCREASED5,0665,046+20+0%$1.3M$1.3M+$59.7K2026-10-21
Brady Martz Wealth Solutions, LLC
INCREASED5,0644,084+980+24%$1.0M$1.3M+$303.5K2026-11-05
Sun Group Wealth Partners
UNCHANGED5,0575,05700%$1.3M$1.3M+$54.5K2026-10-26
Argonautica Private Wealth Management, Inc
DECREASED5,0425,045-30%$1.3M$1.3M+$53.6K2026-11-02
United Community Bank
DECREASED5,0335,108-75-1%$1.3M$1.3M+$35.2K2026-10-28
Provident Living Financial Services, Inc.
INCREASED5,0114,952+59+1%$1.3M$1.4M+$111.3K2026-11-03
One Wealth Capital Management, LLC
INCREASED5,010820+4,190+511%$208.3K$1.3M+$1.1M2026-10-23
Nova Financial LLC
NEW4,997—+4,997——$1.3M—2026-11-04
Revisor Wealth Management LLC
DECREASED4,9875,622-635-11%$1.4M$1.3M-$149.2K2026-10-20
Falcon Wealth Planning
INCREASED4,9794,395+584+13%$1.1M$1.3M+$201.9K2026-11-06
Next Level Private LLC
INCREASED4,9744,932+42+1%$1.3M$1.3M+$64.2K2026-10-20
Clarus Group, Inc.
INCREASED4,9484,941+7+0%$1.3M$1.3M+$55.3K2026-10-21
Stonebridge Wealth Management, LLC
UNCHANGED4,9464,94600%$1.3M$1.3M+$53.3K2026-10-09
Blom & Howell Financial Planning, Inc.
INCREASED4,9324,931+1+0%$1.3M$1.3M+$53.4K2026-11-10
Diesslin Group, Inc.
INCREASED4,9284,228+700+17%$1.1M$1.3M+$230.9K2026-10-14
Richard P Slaughter Associates Inc
DECREASED4,9265,154-228-4%$1.3M$1.3M-$4.9K2026-10-13
Smith & Howard Wealth Management, LLC
DECREASED4,9264,975-49-1%$1.3M$1.3M+$40.6K2026-10-27
Invera Wealth Advisors, LLC
DECREASED4,8974,952-55-1%$1.3M$1.3M+$38.8K2026-10-28
KMG Fiduciary Partners, LLC
DECREASED4,8875,239-352-7%$1.3M$1.3M-$36.7K2026-10-14
RW Investment Management LLC
INCREASED4,8844,744+140+3%$1.2M$1.3M+$88.2K2026-11-03
AGH Wealth Advisors, LLC
INCREASED4,8734,872+1+0%$1.2M$1.3M+$52.7K2026-10-26
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED4,8724,87200%$1.2M$1.3M+$53.0K2026-10-26
Wiser Wealth Management, Inc
INCREASED4,8604,418+442+10%$1.1M$1.3M+$164.6K2026-10-14
Centennial Bank
INCREASED4,8594,788+71+1%$1.2M$1.3M+$70.4K2026-11-09
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED4,8594,906-47-1%$1.2M$1.3M+$40.4K2026-11-03
Detalus Advisors, LLC
INCREASED4,8464,831+15+0%$1.2M$1.3M+$55.9K2026-10-15
Global Trust Asset Management, LLC
INCREASED4,8444,799+45+1%$1.2M$1.3M+$63.6K2026-10-19
Tower Trust & Investment Co
INCREASED4,8404,757+83+2%$1.2M$1.3M+$73.2K2026-10-28
High Note Wealth, LLC
INCREASED4,8284,671+157+3%$1.2M$1.3M+$91.9K2026-10-27
Roxbury Financial LLC
INCREASED4,8224,762+60+1%$1.2M$1.3M+$67.3K2026-10-01
Golden State Wealth Management, LLC
INCREASED4,8154,761+54+1%$1.2M$1.3M+$65.4K2026-11-02
AA Financial Advisors, LLC
INCREASED4,8043,805+999+26%$966.3K$1.3M+$305.7K2026-10-19
Hardin Capital Partners, LLC
INCREASED4,8044,632+172+4%$1.2M$1.3M+$87.3K2026-10-09
Cape Investment Advisory, Inc.
INCREASED4,8022,880+1,922+67%$731.5K$1.3M+$539.9K2026-10-13
Grant Private Wealth Management Inc
INCREASED4,8013,171+1,630+51%$805.4K$1.3M+$465.6K2026-10-19
Advisor Resource Council
INCREASED4,7984,612+186+4%$1.2M$1.2M+$18.0K2026-11-05
Community Trust & Investment Co
INCREASED4,7984,786+12+0%$1.2M$1.3M+$54.7K2026-10-15
Missouri Trust & Investment Co
DECREASED4,7905,086-296-6%$1.3M$1.3M-$35.7K2026-11-04
First Business Financial Services, Inc.
INCREASED4,7854,776+9+0%$1.2M$1.3M+$53.8K2026-10-29
LJI Wealth Management, LLC
DECREASED4,7845,826-1,042-18%$1.5M$1.3M-$213.0K2026-10-28
Matauro, LLC
INCREASED4,7744,605+169+4%$1.2M$1.3M+$94.4K2026-11-03
Weaver Consulting Group
DECREASED4,7665,013-247-5%$1.3M$1.3M-$11.4K2026-10-07
IFG Advisors, LLC
UNCHANGED4,7574,75700%$1.2M$1.3M+$51.2K2026-10-15
Northern Financial Advisors Inc
INCREASED4,7564,699+57+1%$1.2M$1.3M+$65.7K2026-10-29
Mindset Wealth Management, LLC
DECREASED4,7494,876-127-3%$1.2M$1.3M+$18.9K2026-10-19
Pachira Investments Inc.
DECREASED4,7444,775-31-1%$1.2M$1.3M+$43.3K2026-10-14
Cultivar Capital, Inc.
DECREASED4,7434,761-180%$1.2M$1.3M+$46.5K2026-10-14
Jacobsen Capital Management
INCREASED4,7424,712+30+1%$1.2M$1.3M+$58.7K2026-10-27
Towerpoint Wealth, LLC
INCREASED4,7414,593+148+3%$1.2M$1.3M+$88.6K2026-10-13
Asset Planning,Inc
INCREASED4,7374,722+15+0%$1.2M$1.3M+$54.8K2026-10-26
Boltwood Capital Management
INCREASED4,7334,618+115+2%$1.2M$1.3M+$80.2K2026-10-02
Summit Financial Strategies, Inc.
INCREASED4,7294,727+2+0%$1.2M$1.3M+$51.4K2026-10-14
Donoghue Forlines LLC
NEW4,728—+4,728——$1.3M—2026-11-02
MW Advisory, LLC
INCREASED4,7284,457+271+6%$1.1M$1.3M+$119.7K2026-10-19
Brooklyn FI, LLC
INCREASED4,7052,088+2,617+125%$533.8K$1.3M+$766.3K2026-11-05
Beacon Financial Planning, Inc
INCREASED4,7044,606+98+2%$1.2M$1.2M+$75.6K2026-11-04
RS Crum Inc.
UNCHANGED4,7014,70100%$1.2M$1.2M+$50.6K2026-10-19
JMN Financial LLC
INCREASED4,7004,520+180+4%$1.1M$1.2M+$96.4K2026-11-10
Godfrey Financial Associates, Inc.
INCREASED4,6964,560+136+3%$1.2M$1.2M+$85.2K2026-11-10
Pinion Investment Advisors, LLC
INCREASED4,6874,532+155+3%$1.2M$1.2M+$89.8K2026-11-04
Channel Wealth LLC
INCREASED4,6874,637+50+1%$1.2M$1.2M+$63.2K2026-11-06
Firethorn Wealth Partners, LLC
DECREASED4,6854,748-63-1%$1.2M$1.2M+$34.3K2026-10-14
Aldebaran Financial Inc.
INCREASED4,6824,678+4+0%$1.2M$1.2M+$51.6K2026-11-06
Chase Investment Counsel Corp
DECREASED4,6784,714-36-1%$1.2M$1.2M+$41.0K2026-11-09
Cambridge Financial Group, LLC
UNCHANGED4,6754,67500%$1.2M$1.2M$02026-10-06
Lantern Wealth Advisors, LLC
INCREASED4,6714,670+1+0%$1.2M$1.2M+$50.4K2026-10-22
Expressive Wealth LLC
INCREASED4,6664,429+237+5%$1.1M$1.2M+$110.4K2026-11-09
RDA Financial Network
DECREASED4,6575,338-681-13%$1.4M$1.2M-$123.0K2026-10-15
Prosperity Financial Group, Inc.
DECREASED4,6404,899-259-5%$1.2M$1.2M-$15.7K2026-10-29
Capital Advisors, Ltd. LLC
INCREASED4,6344,524+110+2%$1.1K$1.2M+$1.2M2026-10-27
Arcataur Capital Management LLC
UNCHANGED4,6304,63000%$1.2M$1.2M+$49.9K2026-10-21
Werba Rubin Papier Wealth Management
INCREASED4,6274,317+310+7%$1.1M$1.2M+$128.6K2026-11-06
Vision Financial Markets LLC
UNCHANGED4,6264,62600%$1.2M$1.2M+$40.3K2026-10-22
Segment Wealth Management, LLC
UNCHANGED4,6174,61700%$1.2M$1.2M+$49.7K2026-10-26
Acorn Wealth Advisors, LLC
INCREASED4,6113,833+778+20%$973.4K$1.2M+$247.3K2026-10-19
RFG - Bristol Wealth Advisors, LLC
INCREASED4,6034,567+36+1%$1.2M$1.2M+$58.8K2026-10-09
Montis Financial, LLC
INCREASED4,5934,458+135+3%$1.1M$1.2M+$83.9K2026-11-04
Seamount Financial Group Inc
DECREASED4,5884,657-69-1%$1.2M$1.2M+$31.9K2026-10-21
Guardian Wealth Advisors, LLC
DECREASED4,5725,281-709-13%$1.3M$1.2M-$112.7K2026-10-30
TSG Advice Partners, LLC
NEW4,570—+4,570——$1.2M—2026-10-29
Nabity-Jensen Investment Management Inc
DECREASED4,5664,569-30%$1.2M$1.2M+$48.4K2026-10-23
J. R. Prunier Capital Management LLC
UNCHANGED4,5504,55000%$1.2M$1.2M+$49.0K2026-11-09
Fortem Financial Group, LLC
INCREASED4,5464,057+489+12%$1.0M$1.2M+$173.2K2026-10-20
Horst & Graben Wealth Management LLC
INCREASED4,5444,539+5+0%$1.2M$1.2M+$50.1K2026-11-02
SJS Investment Consulting Inc.
INCREASED4,5424,507+35+1%$1.1M$1.2M+$57.8K2026-10-26
Goldstein Advisors, LLC
INCREASED4,5383,947+591+15%$1.0M$1.2M+$199.0K2026-10-15
G&S Capital LLC
INCREASED4,5224,477+45+1%$1.1M$1.2M+$60.1K2026-10-23
North Berkeley Wealth Management, LLC
DECREASED4,5204,572-52-1%$1.2M$1.2M+$35.5K2026-11-02
Potentia Wealth
DECREASED4,5064,563-57-1%$1.2M$1.2M+$34.1K2026-11-09
New Covenant Trust Company, N.A.
INCREASED4,5054,049+456+11%$1.0M$1.2M+$164.3K2026-10-08
Pathway Financial Advisors LLC
UNCHANGED4,5004,50000%$1.2M$1.2M+$7.7K2026-10-07
Verus Financial Partners, Inc.
INCREASED4,4944,453+41+1%$1.1M$1.2M+$58.8K2026-10-29
Guinness Atkinson Asset Management Inc
UNCHANGED4,4934,49300%$1.1M$1.2M+$48.4K2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED4,4854,482+3+0%$1.1M$1.2M+$49.1K2026-10-15
Arvest Investments, Inc.
DECREASED4,4847,022-2,538-36%$1.8M$1.2M-$596.3K2026-10-21
Sunburst Financial Group, LLC
INCREASED4,4784,471+7+0%$1.1M$1.2M+$50.0K2026-10-09
Cane Capital Partners, LLC
DECREASED4,4774,878-401-8%$1.2M$1.2M-$53.6K2026-10-23
Blankinship & Foster, LLC
DECREASED4,4734,650-177-4%$1.2M$1.2M+$3.3K2026-10-19
Winnacle Wealth LLC
DECREASED4,4714,923-452-9%$1.3M$1.2M-$66.4K2026-10-15
Xcel Wealth Management, LLC
INCREASED4,4684,247+221+5%$1.1M$1.2M+$104.3K2026-10-26
Decision Investments, Inc
DECREASED4,4674,469-20%$1.1M$1.2M+$47.6K2026-10-07
Old North State Wealth Management, LLC
INCREASED4,4534,447+6+0%$1.1M$1.2M+$49.4K2026-10-22
J.Safra Asset Management Corp
INCREASED4,4454,182+263+6%$1.1M$1.2M+$114.9K2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED4,4404,44000%$1.1M$1.2M+$47.8K2026-10-28
Wealth Quarterback LLC
DECREASED4,4356,974-2,539-36%$1.8M$1.2M-$597.2K2026-10-20
Castleview Partners, LLC
INCREASED4,4284,044+384+10%$1.0M$1.2M+$145.3K2026-10-09
Valley National Advisers Inc
INCREASED4,4103,962+448+11%$1.0M$1.2M+$161.3K2026-10-23
Bank of Stockton
DECREASED4,4104,450-40-1%$1.1M$1.2M+$37.3K2026-10-20
Heritage Investment Group, Inc.
DECREASED4,3984,413-150%$1.1M$1.2M+$43.6K2026-11-03
DecisionMap Wealth Management, LLC
INCREASED4,3894,364+25+1%$1.1M$1.2M+$53.5K2026-10-29
Forte Asset Management LLC
UNCHANGED4,3844,38400%$1.1M$1.2M+$47.2K2026-10-13
Schneider Downs Wealth Management Advisors, LP
INCREASED4,3683,705+663+18%$940.9K$1.2M+$215.6K2026-10-27
Fell Capital Management
DECREASED4,3674,417-50-1%$1.1M$1.2M+$34.3K2026-10-09
Balentine LLC
DECREASED4,3636,063-1,700-28%$1.5M$1.2M-$384.7K2026-11-03
Secure Asset Management, LLC
INCREASED4,3604,348+12+0%$1.1M$1.2M+$50.0K2026-10-19
Drive Wealth Management, LLC
DECREASED4,3574,782-425-9%$1.2M$1.2M-$60.9K2026-11-09
Smith Thornton Advisors LLC
INCREASED4,3514,330+21+0%$1.1M$1.2M+$35.5K2026-10-16
Opus Capital Group, LLC
INCREASED4,3504,315+35+1%$1.1M$1.2M+$56.0K2026-10-30
RPG Investment Advisory, LLC
INCREASED4,3403,445+895+26%$874.9K$1.1M+$274.0K2026-10-21
Market Street Wealth Management Advisors LLC
INCREASED4,3341,164+3,170+272%$295.6K$1.1M+$851.8K2026-10-09
Goldenstone Wealth Management LLC
DECREASED4,3294,337-80%$1.1M$1.1M+$44.6K2026-11-04
My Personal CFO, LLC
INCREASED4,3264,221+105+2%$1.1M$1.1M+$73.3K2026-10-14
Brucke Financial, Inc.
INCREASED4,3074,299+8+0%$1.1M$1.1M+$48.4K2026-10-23
Castle Wealth Management LLC
DECREASED4,3044,417-113-3%$1.1M$1.1M+$17.7K2026-11-10
Nautilus Advisors LLC
INCREASED4,2974,260+37+1%$1.1M$1.1M+$42.9K2026-10-07
Convergence Financial, LLC
DECREASED4,2829,428-5,146-55%$2.4M$1.1M-$1.3M2026-10-27
626 Financial, LLC
DECREASED4,2744,426-152-3%$1.1M$1.1M+$7.5K2026-11-04
Taylor & Morgan Wealth Management, LLC
INCREASED4,2734,252+21+0%$1.1M$1.1M+$51.3K2026-10-09
CKW Financial Group
INCREASED4,2694,232+37+1%$1.1M$1.1K-$1.1M2026-10-29
waypoint wealth counsel
DECREASED4,2684,283-150%$1.1M$1.1M+$42.1K2026-10-22
Jmac Enterprises LLC
INCREASED4,2663,666+600+16%$931.1K$1.1M+$198.3K2026-10-30
Hourglass Capital, LLC
DECREASED4,2608,260-4,000-48%$2.1M$1.1M-$970.0K2026-10-26
Blue Water Asset Management
INCREASED4,2604,243+17+0%$1.1M$1.1M+$50.3K2026-11-04
Tandem Investment Partners LLC
DECREASED4,2544,294-40-1%$1.1M$1.1M+$35.7K2026-10-16
Rockbridge Investment Management, LCC
DECREASED4,2424,247-50%$1.1M$1.1M+$44.4K2026-11-10
Successful Portfolios LLC
INCREASED4,2354,234+1+0%$1.1M$1.1M-$21.1K2026-10-09
HF Advisory Group, LLC
DECREASED4,2154,322-107-2%$1.1M$1.1M+$18.1K2026-10-09
DDD Partners, LLC
INCREASED4,2133,149+1,064+34%$799.8K$1.1M+$315.7K2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED4,2094,063+146+4%$1.0M$1.1M+$82.2K2026-11-02
Monetary Solutions, Ltd
DECREASED4,2064,268-62-1%$1.1M$1.1M+$29.5K2026-10-22
Spartan Planning & Wealth Management
DECREASED4,2005,209-1,009-19%$1.3M$1.1M-$211.0K2026-10-13
Westside Investment Management, Inc.
DECREASED4,1884,698-510-11%$1.2M$1.1M-$96.4K2026-11-02
Bingham Private Wealth, LLC
DECREASED4,1854,346-161-4%$1.1M$1.1M+$3.7K2026-11-05
Beacon Financial Advisory LLC
INCREASED4,1783,375+803+24%$857.1K$1.1M+$249.0K2026-10-16
Sterling Investment Counsel, LLC
INCREASED4,1754,172+3+0%$1.1M$1.1M+$45.7K2026-10-19
Washburn Capital Management, Inc.
NEW4,157—+4,157——$1.1M—2026-10-19
Torray Investment Partners LLC
UNCHANGED4,1414,14100%$1.1M$1.1M+$44.6K2026-10-30
Burton Enright Welch
INCREASED4,1403,518+622+18%$893.5K$1.1M+$202.6K2026-11-04
Cora Capital Advisors LLC
INCREASED4,1343,381+753+22%$858.7K$1.1M+$235.8K2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
DECREASED4,1274,361-234-5%$1.1M$1.1M-$14.9K2026-11-02
Laraway Financial Advisors Inc
DECREASED4,1214,770-649-14%$1.2M$1.1M-$120.4K2026-11-09
Second Line Capital, LLC
INCREASED4,1213,969+152+4%$1.0M$1.1M+$82.9K2026-11-10
Seven Springs Wealth Group, LLC
DECREASED4,1064,125-190%$1.0M$1.1M+$39.4K2026-11-10
Stockman Wealth Management, Inc.
DECREASED4,1054,255-150-4%$1.1M$1.1M+$6.1K2026-10-27
Clark Estates Inc
UNCHANGED4,1054,10500%$1.0M$1.1M+$44.2K2026-11-10
Reflection Asset Management
INCREASED4,1014,038+63+2%$1.0M$1.1M+$60.2K2026-10-28
Wedge Capital Management L L P
DECREASED4,0804,295-215-5%$1.1M$1.1M-$10.7K2026-10-13
Concentrum Wealth Management
INCREASED4,0803,991+89+2%$1.0M$1.1M+$66.4K2026-11-09
Emergent Wealth Advisors, LLC
INCREASED4,0783,639+439+12%$923.2K$1.1M+$156.5K2026-10-09
Pacific Sage Partners, LLC
DECREASED4,0784,084-60%$1.0M$1.1M+$42.5K2026-10-21
Kelman-Lazarov, Inc.
INCREASED4,0693,530+539+15%$896.6K$1.1M+$180.7K2026-11-09
Total Wealth Planning & Management, Inc.
DECREASED4,0644,105-41-1%$1.0M$1.1M+$33.4K2026-10-23
Providence First Trust Co
INCREASED4,0473,806+241+6%$966.6K$1.1M+$104.8K2026-11-02
Terril Brothers, Inc.
UNCHANGED4,0404,04000%$1.0M$1.1M+$43.5K2026-11-06
Eagle Bay Advisors LLC
DECREASED4,0394,238-199-5%$1.1M$1.1M-$7.1K2026-10-16
Keystone Wealth Services, LLC
INCREASED4,0133,866+147+4%$981.8K$1.1M+$92.0K2026-11-03
Trifecta Capital Advisors, LLC
INCREASED4,0113,836+175+5%$974.2K$1.1M+$87.6K2026-10-21
Spectrum Strategic Capital Management, LLC
DECREASED4,0084,626-618-13%$1.2M$1.1M-$113.8K2026-10-22
Brown Miller Wealth Management, LLC
DECREASED4,0054,154-149-4%$1.1M$1.1M+$5.3K2026-11-02
Ti-Trust, Inc
UNCHANGED4,0044,00400%$1.0M$1.1M+$43.1K2026-10-21
Ibex Wealth Advisors
INCREASED3,9883,712+276+7%$942.8K$1.1M+$113.1K2026-11-06
Capital Investment Counsel, Inc
INCREASED3,9883,798+190+5%$964.6K$1.1M+$91.2K2026-10-20
Compass Wealth Management LLC
UNCHANGED3,9853,98500%$1.0M$1.1M+$42.9K2026-10-22
Axiom Investment Management LLC
UNCHANGED3,9783,97800%$1.0M$1.1M+$42.8K2026-11-03
Colonial River Investments, LLC
INCREASED3,9733,319+654+20%$842.9K$1.1M+$208.9K2026-10-19
Value Investment Professionals, LLC
INCREASED3,9733,956+17+0%$1.0M$1.1M+$47.1K2026-10-13
Fulcrum Capital LLC
DECREASED3,9684,031-63-2%$1.0M$1.1M+$26.7K2026-10-15
Wetzel Investment Advisors, Inc.
INCREASED3,9443,933+11+0%$998.9K$1.0M+$45.3K2026-10-13
Silvia Mccoll Wealth Management, LLC
UNCHANGED3,9443,94400%$1.0M$1.0M+$42.5K2026-10-07
CJM Wealth Advisers, Ltd.
INCREASED3,9403,922+18+0%$996.1K$1.0M+$47.1K2026-10-27
Oak Barrel Wealth Advisory LLC
INCREASED3,9383,933+5+0%$998.8K$1.0M+$43.7K2026-11-05
Cpwa, LLC
INCREASED3,9342,883+1,051+36%$732.1K$1.0M+$305.3K2026-11-04
One Day In July LLC
INCREASED3,9253,825+100+3%$971.4K$1.0M+$67.7K2026-10-30
Blossom Wealth Management
INCREASED3,9233,855+68+2%$979.1K$1.0M+$59.4K2026-11-03
LifeSteps Financial, Inc.
DECREASED3,9164,127-211-5%$1.0M$1.0M-$11.6K2026-10-15
Planned Solutions, Inc.
DECREASED3,9104,312-402-9%$1.1M$1.0M-$60.0K2026-10-19
Rosenberg Matthew Hamilton
DECREASED3,9073,924-170%$996.6K$1.0M+$37.8K2026-10-05
Adkins Seale Capital Management LLC
DECREASED3,9073,914-70%$994.3K$1.0M+$40.0K2026-10-27
Sageworth Trust Co
DECREASED3,8884,057-169-4%$1.0M$1.0M-$1.0K2026-10-30
Rayburn West Financial Services LLC
UNCHANGED3,8863,88600%$986.9K$1.0M+$41.9K2026-11-03
Park Capital Management, LLC / WI
DECREASED3,8824,189-307-7%$1.1M$1.0M-$36.2K2026-10-13
Sage Private Wealth Group, LLC
DECREASED3,8754,156-281-7%$1.1M$1.0M-$29.6K2026-10-21
AMG Asset Management Group, Inc.
INCREASED3,8521,416+2,436+172%$359.6K$1.0M+$660.2K2026-10-21
Jm2 Capital Inc.
INCREASED3,8513,827+24+1%$972.0K$1.0M+$47.5K2026-10-14
Vectors Research Management, LLC
DECREASED3,8393,851-120%$978.1K$1.0M+$38.3K2026-11-09
Financial Partners Group, Inc
DECREASED3,8273,889-62-2%$987.6K$1.0M+$25.5K2026-10-19
Investment Management Trust, LLC
INCREASED3,8203,802+18+0%$965.5K$1.0M+$45.9K2026-11-05
Fairscale Capital, LLC
INCREASED3,8143,779+35+1%$959.6K$1.0M+$82.2K2026-11-04
Warwick Investment Management, Inc.
DECREASED3,8134,036-223-6%$1.0M$1.0M-$15.7K2026-10-19
State of Wyoming
INCREASED3,8092,006+1,803+90%$509.5K$1.0M+$498.9K2026-10-28
Castle Rock Wealth Management, LLC
DECREASED3,8044,264-460-11%$1.1M$969.2K-$113.9K2026-10-09
Optivise Advisory Services LLC
INCREASED3,7993,690+109+3%$937.1K$1.0M+$68.7K2026-10-19
Finer Wealth Management, Inc.
DECREASED3,7974,020-223-6%$1.0M$1.0M-$15.7K2026-10-16
Compass Financial Group, Inc
DECREASED3,7953,867-72-2%$982.2K$1.0M+$22.6K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
INCREASED3,7933,765+28+1%$956.2K$1.0M+$48.0K2026-10-29
Hardworking Capital Advisors, LLC
DECREASED3,7923,904-112-3%$991.5K$1.0M+$12.4K2026-10-20
Carr Financial Group Corp
INCREASED3,7733,394+379+11%$861.9K$999.0K+$137.1K2026-11-10
Gimbal Financial
DECREASED3,7733,783-100%$960.7K$998.8K+$38.1K2026-10-19
Five Oceans Advisors
DECREASED3,7694,196-427-10%$1.1M$997.8K-$67.9K2026-10-22
Mendel Money Management
DECREASED3,7693,869-100-3%$982.6K$997.8K+$15.2K2026-11-02
GenWealth Group, Inc.
DECREASED3,7623,813-51-1%$968.4K$996.0K+$27.5K2026-10-16
Trust Co of Oklahoma
INCREASED3,7613,720+41+1%$944.8K$995.7K+$50.9K2026-10-15
PCG Asset Management, LLC
DECREASED3,7596,112-2,353-38%$1.6M$995.2K-$557.1K2026-11-05
Yoffe Investment Management, LLC
UNCHANGED3,7483,74800%$951.9K$992.2K+$40.4K2026-11-02
Garner Asset Management Corp
INCREASED3,7453,742+3+0%$950.5K$997.3K+$46.9K2026-10-30
Lodestar Private Asset Management LLC
INCREASED3,7393,663+76+2%$930.3K$989.9K+$59.6K2026-10-26
Centerpoint Advisors, LLC
DECREASED3,7353,965-230-6%$1.0M$989.0K-$18.0K2026-11-05
Atlas Legacy Advisors, LLC
DECREASED3,7284,361-633-15%$1.1M$988.0K-$78.2K2026-11-10
Tcfg Investment Advisors, LLC
INCREASED3,7283,718+10+0%$944.2K$987.0K+$42.8K2026-10-20
StrongBox Wealth, LLC
INCREASED3,7233,710+13+0%$942.4K$985.6K+$43.2K2026-11-02
Crusonia Wealth Advisors LLC
DECREASED3,7153,951-236-6%$1.0M$983.6K-$19.9K2026-10-26
Greenwood Gearhart LLC
DECREASED3,7133,732-19-1%$947.8K$983.0K+$35.2K2026-11-02
O'Keefe Stevens Advisory, Inc.
UNCHANGED3,7123,71200%$942.7K$982.7K+$40.0K2026-10-09
Augustine Asset Management Inc
INCREASED3,7073,433+274+8%$871.9K$981.4K+$109.5K2026-10-13
Shakespeare Wealth Management, LLC
NEW3,704—+3,704——$980.5K—2026-10-28
Human Investing LLC
INCREASED3,7003,191+509+16%$810.4K$979.5K+$169.0K2026-10-19
Blodgett Wealth Advisors, LLC
DECREASED3,6964,396-700-16%$1.1M$978.4K-$137.9K2026-10-23
JSF Financial, LLC
INCREASED3,6953,320+375+11%$843.3K$978.1K+$134.8K2026-10-22
Erickson Financial Group, LLC
UNCHANGED3,6873,68700%$936.4K$976.1K+$39.7K2026-11-05
Cornerstone Planning Group LLC
INCREASED3,6783,637+41+1%$929.7K$961.5K+$31.9K2026-10-16
Gordian Advisors LLC
DECREASED3,6754,359-684-16%$1.1M$972.9K-$134.2K2026-10-30
Eagle Strategies LLC
DECREASED3,6753,678-30%$934.0K$972.8K+$38.8K2026-10-16
Family Capital Management, Inc.
DECREASED3,6663,699-33-1%$939.6K$970.4K+$30.9K2026-11-03
IMG Wealth Management, Inc.
INCREASED3,6653,620+45+1%$919.4K$970.3K+$50.9K2026-10-27
Sage Financial Management Group, Inc.
INCREASED3,6563,227+429+13%$819.6K$967.8K+$148.3K2026-11-06
Clearwater Capital Advisors, LLC
INCREASED3,6503,603+47+1%$915.1K$966.4K+$51.3K2026-11-06
KW Wealth Management LLC
NEW3,639—+3,639——$963.4K—2026-10-28
Centennial Wealth Advisory LLC
INCREASED3,6223,173+449+14%$806.0K$959.8K+$153.8K2026-10-16
McHugh Group, LLC
UNCHANGED3,6153,61500%$918.0K$957.0K+$38.9K2026-10-19
Rockport Wealth LLC
INCREASED3,6053,579+26+1%$909.0K$954.4K+$45.4K2026-11-03
Purus Wealth Management, LLC
INCREASED3,6013,465+136+4%$879.9K$953.4K+$73.4K2026-10-15
Aspen Wealth Management LLC
INCREASED3,5903,587+3+0%$911.1K$950.5K+$39.4K2026-10-14
MeadowBrook Investment Advisors LLC
UNCHANGED3,5903,59000%$911.8K$960.7K+$49.0K2026-10-29
Roble, Belko & Company, Inc
INCREASED3,5883,549+39+1%$901.0K$950.0K+$49.0K2026-11-09
Lakewood Asset Management LLC
DECREASED3,5864,067-481-12%$1.0M$949.4K-$83.4K2026-10-26
Summit Investment Advisors, Inc.\KS
INCREASED3,5823,580+2+0%$909.3K$948.4K+$39.1K2026-11-05
Lesa Sroufe & Co
UNCHANGED3,5813,58100%$910.0K$948.0K+$38.0K2026-10-29
Howard Wealth Management, LLC
DECREASED3,5733,595-22-1%$913.1K$945.9K+$32.9K2026-10-28
RVW Wealth, LLC
INCREASED3,5693,567+2+0%$905.9K$944.9K+$38.9K2026-10-06
Holos Integrated Wealth LLC
UNCHANGED3,5683,56800%$953.6K$905.6K-$48.0K2026-10-23
Alliance Wealth Advisors, LLC
DECREASED3,5674,729-1,162-25%$1.2M$944.5K-$256.4K2026-10-28
Firestone Capital Management
DECREASED3,5673,575-80%$908.0K$944.2K+$36.2K2026-11-03
Rempart Asset Management Inc.
UNCHANGED3,5653,56500%$905.4K$905.4K$02026-10-20
Central Valley Advisors, LLC
DECREASED3,5594,091-532-13%$1.0M$942.2K-$96.6K2026-10-27
MMA Asset Management LLC
DECREASED3,5593,607-48-1%$916.1K$942.1K+$26.0K2026-11-02
Ridgewood Investments LLC
UNCHANGED3,5583,55800%$903.6K$941.9K+$38.3K2026-10-05
Physician Wealth Advisors, Inc.
INCREASED3,5573,392+165+5%$861.4K$941.7K+$80.2K2026-10-20
Karras Company, Inc.
DECREASED3,5573,618-61-2%$918.9K$941.7K+$22.8K2026-10-16
WealthCare Investment Partners, LLC
INCREASED3,5543,524+30+1%$895.0K$941.0K+$46.0K2026-11-05
Virtue Capital Management, LLC
INCREASED3,5523,546+6+0%$900.6K$940.4K+$39.8K2026-10-29
Pictet North America Advisors SA
UNCHANGED3,5503,55000%$901.6K$939.8K+$38.2K2026-10-21
Atlas Private Wealth Advisors
DECREASED3,5474,097-550-13%$1.0M$939.0K-$101.4K2026-10-23
BCS Wealth Management
DECREASED3,5453,739-194-5%$949.7K$938.5K-$11.2K2026-11-03
Marks Group Wealth Management, Inc
UNCHANGED3,5323,53200%$897.0K$935.1K+$38.0K2026-11-05
William John Sempolinski
INCREASED3,5312,131+1,400+66%$541.2K$934.8K+$393.6K2026-10-20
Deltec Asset Management LLC
UNCHANGED3,5143,51400%$892.5K$930.3K+$37.8K2026-10-26
Enzi Wealth
INCREASED3,5123,510+2+0%$891.0K$873.1K-$17.9K2026-10-14
North Forty Two & Co.
UNCHANGED3,5093,50900%$891.2K$929.0K+$37.8K2026-10-19
Steph & Co
DECREASED3,5023,734-232-6%$948.3K$927.1K-$21.2K2026-10-07
GKV Capital Management Co., Inc.
UNCHANGED3,5003,50000%$888.9K$926.6K+$37.7K2026-11-06
CWS Financial Advisors, LLC
DECREASED3,4983,919-421-11%$995.3K$926.2K-$69.2K2026-10-16
Canandaigua National Trust Co of Florida
NEW3,496—+3,496——$925.5K—2026-10-07
Frederick Financial Consultants, LLC
INCREASED3,4803,445+35+1%$874.8K$921.3K+$46.5K2026-10-29
Financial Insights, Inc.
INCREASED3,4773,380+97+3%$858.5K$920.6K+$62.1K2026-10-27
Willow Creek Capital Management, Inc.
DECREASED3,4703,509-39-1%$891.2K$918.6K+$27.5K2026-11-10
Measured Wealth Private Client Group, LLC
DECREASED3,4663,534-68-2%$897.5K$917.6K+$20.1K2026-11-10
Sutton Place Investors LLC
INCREASED3,4543,284+170+5%$834.0K$914.4K+$80.4K2026-10-20
Northwest Wealth Management, LLC
INCREASED3,4503,439+11+0%$873.4K$913.2K+$39.9K2026-10-30
D.B. Root & Company, LLC
INCREASED3,4443,373+71+2%$856.6K$911.8K+$55.1K2026-11-04
Souders Financial Advisors
INCREASED3,4383,322+116+3%$843.7K$910.2K+$66.5K2026-11-03
Canvas Wealth Advisors, LLC
DECREASED3,4343,629-195-5%$921.7K$945.1K+$23.4K2026-11-02
Encompass Wealth Advisors, LLC
INCREASED3,4281,667+1,761+106%$423.3K$907.5K+$484.2K2026-10-15
Mainsail Asset Management, LLC
DECREASED3,4234,030-607-15%$1.0M$872.2K-$147.7K2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED3,4173,255+162+5%$826.7K$904.7K+$78.1K2026-10-15
Syntegra Private Wealth Group, LLC
INCREASED3,4142,950+464+16%$749.2K$903.8K+$154.6K2026-10-13
Hamilton Capital, LLC
DECREASED3,4113,430-19-1%$871.2K$903.1K+$32.0K2026-10-08
Rise Advisors, LLC
DECREASED3,3984,542-1,144-25%$1.2M$899.7K-$253.9K2026-10-16
Navigation Group, LLC
DECREASED3,3923,546-154-4%$900.5K$898.0K-$2.5K2026-10-28
Lazard Freres Gestion S.A.S.
DECREASED3,3863,536-150-4%$898.0K$896.0K-$2.0K2026-11-03
Prairie Advisory, LLC
INCREASED3,3821,689+1,693+100%$429.0K$895.5K+$466.6K2026-10-19
Aspetuck Financial Management LLC
DECREASED3,3753,395-20-1%$862.2K$893.5K+$31.3K2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED3,3713,276+95+3%$831.9K$892.3K+$60.4K2026-10-14
Aljian Capital Management, LLC
DECREASED3,3693,400-31-1%$863.5K$891.8K+$28.4K2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED3,3683,345+23+1%$849.6K$891.8K+$42.2K2026-10-20
Flywheel Private Wealth LLC
UNCHANGED3,3563,35600%$852.3K$888.5K+$36.1K2026-11-02
Defined Wealth Management, LLC
INCREASED3,3473,329+18+1%$845.5K$886.1K+$40.6K2026-10-19
KFA Private Wealth Group, LLC
INCREASED3,3363,313+23+1%$841.6K$883.4K+$41.8K2026-10-07
Seven Hills Financial, LLC
NEW3,328—+3,328——$881.0K—2026-10-13
Argus Investors' Counsel, Inc.
INCREASED3,3283,120+208+7%$792.4K$881.1K+$88.7K2026-10-09
Boomfish Wealth Group, LLC
DECREASED3,3229,047-5,725-63%$2.3M$879.5K-$1.4M2026-10-22
Kaydan Wealth Management, Inc.
INCREASED3,3193,293+26+1%$836.4K$878.7K+$42.4K2026-10-08
Flynn Zito Capital Management, LLC
INCREASED3,3103,204+106+3%$813.8K$876.2K+$62.4K2026-11-04
Financial Management Professionals, Inc.
INCREASED3,3043,299+5+0%$837.9K$874.6K+$36.7K2026-10-23
Veracity Capital LLC
INCREASED3,3033,039+264+9%$771.8K$874.5K+$102.8K2026-10-08
Private Capital Advisors, Inc.
UNCHANGED3,3013,30100%$838.4K$873.9K+$35.6K2026-10-06
Carlson Financial, Inc.
INCREASED3,2933,288+5+0%$835.3K$871.7K+$36.4K2026-11-05
Todd Asset Management LLC
UNCHANGED3,2883,28800%$835.1K$870.5K+$35.4K2026-10-27
Riverpoint Wealth Management Holdings, LLC
INCREASED3,2863,275+11+0%$831.9K$870.0K+$38.2K2026-11-09
Reaves W H & Co Inc
UNCHANGED3,2783,27800%$832.5K$867.8K+$35.3K2026-11-06
TrustBank
DECREASED3,2773,306-29-1%$839.6K$867.6K+$27.9K2026-10-20
Millennium Capital Advisors, LLC
INCREASED3,2743,271+3+0%$830.9K$866.7K+$35.8K2026-10-16
Focused Alpha, LLC
DECREASED3,2713,326-55-2%$844.7K$865.8K+$21.2K2026-10-20
Reap Financial Group, LLC
INCREASED3,2703,097+173+6%$786.6K$865.7K+$79.0K2026-11-02
Worth Asset Management, LLC
INCREASED3,2542,746+508+19%$697.5K$861.5K+$164.0K2026-10-07
Biltmore Wealth Management, LLC
DECREASED3,2543,450-196-6%$876.2K$861.4K-$14.8K2026-10-09
Cannon Financial Strategists, Inc.
UNCHANGED3,2523,25200%$825.9K$860.9K+$35.0K2026-10-19
Quaker Wealth Management, LLC
INCREASED3,2513,097+154+5%$786.6K$860.7K+$74.1K2026-10-22
San Luis Wealth Advisors LLC
INCREASED3,2483,203+45+1%$813.4K$859.9K+$46.5K2026-10-27
Wall Street Financial Group, Inc.
INCREASED3,2463,012+234+8%$765.0K$859.3K+$94.3K2026-11-09
Cornerstone Advisors Asset Management, LLC
DECREASED3,2463,398-152-4%$862.9K$859.4K-$3.5K2026-11-06
Rare Wolf Capital LLC
INCREASED3,2413,046+195+6%$773.6K$858.0K+$84.4K2026-10-20
Independent Wealth Network Inc.
DECREASED3,2403,319-79-2%$842.9K$857.8K+$14.9K2026-10-19
Connecticut Capital Management Group, LLC
INCREASED3,2383,217+21+1%$817.0K$857.2K+$40.2K2026-10-29
Ariadne Wealth Management, LP
INCREASED3,2353,215+20+1%$816.5K$856.4K+$39.9K2026-11-06
J. L. Bainbridge & Co., Inc.
INCREASED3,2353,234+1+0%$821.3K$856.3K+$35.0K2026-10-20
Traynor Capital Management, Inc.
DECREASED3,2313,240-90%$822.8K$855.4K+$32.6K2026-10-29
Landmark Wealth Management, LLC
INCREASED3,2253,224+1+0%$818.7K$853.7K+$35.0K2026-11-03
Tennessee Valley Asset Management Partners
INCREASED3,2113,163+48+2%$803.2K$850.2K+$46.9K2026-11-03
Heritage Family Offices, LLP
INCREASED3,2102,952+258+9%$749.7K$849.8K+$100.1K2026-11-02
DB&C Advisors, LLC
DECREASED3,2083,366-158-5%$854.8K$849.2K-$5.6K2026-10-26
Bender Robert & Associates
DECREASED3,2073,224-17-1%$818.8K$849.0K+$30.2K2026-10-21
Financial Consulate, Inc
DECREASED3,2043,667-463-13%$931.3K$848.3K-$83.0K2026-10-23
Lebenthal Global Advisors, LLC
DECREASED3,2043,206-20%$814.3K$848.2K+$33.8K2026-10-28
Vista Investment Partners II, LLC
DECREASED3,2013,474-273-8%$882.4K$847.4K-$35.0K2026-10-15
Trace Wealth Advisors, LLC
DECREASED3,1863,969-783-20%$1.0M$843.5K-$164.5K2026-10-30
Lauterbach Financial Advisors, LLC
UNCHANGED3,1843,18400%$808.7K$843.0K+$34.3K2026-10-21
Winch Advisory Services, LLC
DECREASED3,1783,243-65-2%$823.6K$841.4K+$17.7K2026-11-06
Legacy Financial Strategies, LLC
INCREASED3,1713,070+101+3%$779.7K$839.4K+$59.7K2026-10-15
Greykasell Wealth Strategies, Inc.
INCREASED3,1653,163+2+0%$803.4K$837.9K+$34.5K2026-11-09
Jacksonville Wealth Management, LLC
DECREASED3,1603,175-150%$806.4K$836.5K+$30.1K2026-10-30
Paladin Wealth, LLC
DECREASED3,1593,828-669-17%$972.2K$836.3K-$135.9K2026-10-23
Nordwand Advisors, LLC
INCREASED3,1543,085+69+2%$783.5K$835.0K+$51.5K2026-11-05
Langley Wealth Management, LLC
INCREASED3,1533,120+33+1%$792.3K$834.8K+$42.4K2026-11-04
McLean Asset Management Corp
DECREASED3,1513,218-67-2%$825.0K$858.2K+$33.2K2026-11-06
Alpha Zero LLC
INCREASED3,1442,361+783+33%$590.1K$832.3K+$242.1K2026-11-06
Walker Asset Management, LLC
INCREASED3,1423,132+10+0%$795.4K$831.8K+$36.3K2026-10-13
BNB Wealth Management, LLC
DECREASED3,1383,160-22-1%$802.5K$830.8K+$28.3K2026-10-28
New England Capital Financial Advisors LLC
INCREASED3,1332,860+273+10%$726.4K$829.5K+$103.1K2026-11-03
Innova Wealth Partners
INCREASED3,1293,125+4+0%$793.5K$828.3K+$34.7K2026-10-21
Enclave Advisors LLC
DECREASED3,1283,315-187-6%$841.9K$828.1K-$13.8K2026-10-14
Legacy Financial Independent Advisors LLC
DECREASED3,1283,184-56-2%$808.6K$828.1K+$19.5K2026-11-02
Cypress Point Wealth Management, LLC
INCREASED3,1231,851+1,272+69%$470.1K$826.8K+$356.7K2026-11-03
Gray Private Wealth, LLC
NEW3,119—+3,119——$825.8K—2026-10-28
Signature Equity Partners, LLC
INCREASED3,1182,026+1,092+54%$514.5K$825.5K+$311.0K2026-10-29
Stone Summit Wealth LLC
DECREASED3,1174,100-983-24%$1.0M$825.2K-$216.1K2026-10-14
Pines Wealth Management, LLC
INCREASED3,1153,006+109+4%$763.5K$824.7K+$61.2K2026-10-21
UMB Private Wealth Management, LLC
NEW3,113—+3,113——$824.1K—2026-10-19
Atticus Wealth Management, LLC
INCREASED3,1072,698+409+15%$685.1K$822.6K+$137.5K2026-10-20
Freedom Day Solutions, LLC
INCREASED3,1072,917+190+7%$740.9K$822.6K+$81.8K2026-10-20
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED3,1063,10600%$788.8K$822.3K+$33.5K2026-10-05
Edgestream Partners, L.P.
NEW3,101—+3,101——$821.0K—2026-11-10
SSA Swiss Advisors AG
DECREASED3,1003,135-35-1%$796.2K$820.7K+$24.5K2026-11-10
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED3,1003,10000%$787.3K$820.7K+$33.4K2026-11-06
Birchbrook, Inc.
DECREASED3,0863,586-500-14%$910.7K$817.0K-$93.7K2026-10-14
TrueWealth Advisors, LLC
DECREASED3,0843,092-80%$785.3K$816.5K+$31.2K2026-10-09
SkyOak Wealth, LLC
DECREASED3,0773,269-192-6%$830.2K$814.6K-$15.6K2026-10-28
Foundation Wealth Management, Llc\pa
INCREASED3,0713,052+19+1%$775.1K$813.0K+$37.9K2026-10-14
Heck Capital Advisors, LLC
INCREASED3,0692,857+212+7%$725.7K$812.5K+$86.9K2026-10-14
CGC Financial Services, LLC
UNCHANGED3,0653,06500%$778.4K$811.4K+$33.0K2026-10-13
Legacy Wealth Partners, LLC
INCREASED3,0582,964+94+3%$752.8K$809.6K+$56.8K2026-10-15
Rhodes Investment Advisors Inc
DECREASED3,0573,077-20-1%$781.5K$809.4K+$27.8K2026-10-07
WPG Advisers, LLC
INCREASED3,0472,994+53+2%$760.4K$806.7K+$46.3K2026-10-27
Quad-Cities Investment Group, LLC
DECREASED3,0443,050-60%$774.6K$805.9K+$31.3K2026-10-16
Mlp3, LLC
INCREASED3,0382,848+190+7%$723.4K$804.3K+$80.9K2026-10-22
Monograph Wealth Advisors, LLC
DECREASED3,0343,334-300-9%$846.7K$803.2K-$43.5K2026-11-09
Retirement Income Solutions, Inc
DECREASED3,0343,064-30-1%$778.2K$803.2K+$25.1K2026-11-10
Encompass More Asset Management
INCREASED3,0262,525+501+20%$641.5K$801.1K+$159.7K2026-10-16
Elevatus Welath Management
DECREASED3,0233,808-785-21%$967.0K$800.0K-$167.0K2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED3,0202,069+951+46%$525.6K$799.7K+$274.2K2026-10-16
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
UNCHANGED2,9952,99500%$760.6K$792.9K+$32.3K2026-11-10
NewSquare Capital LLC
INCREASED2,9912,578+413+16%$654.8K$791.9K+$137.1K2026-11-06
Garde Capital, Inc.
INCREASED2,9762,581+395+15%$655.5K$788.0K+$132.5K2026-10-29
Lee Financial Co
INCREASED2,9742,733+241+9%$694.1K$787.2K+$93.1K2026-10-16
Weinberger Asset Management, Inc
INCREASED2,9742,937+37+1%$752.8K$787.2K+$34.4K2026-10-28
Kelly Financial Services LLC
INCREASED2,9612,882+79+3%$731.9K$783.9K+$52.0K2026-10-20
Finivi Inc.
INCREASED2,9592,672+287+11%$678.7K$783.4K+$104.7K2026-10-13
1620 Investment Advisors, Inc.
INCREASED2,9532,820+133+5%$716.3K$781.7K+$65.3K2026-11-04
BankPlus Trust Department
DECREASED2,9532,984-31-1%$757.8K$781.8K+$23.9K2026-11-06
Latitude Advisors, LLC
INCREASED2,9492,902+47+2%$737.0K$780.8K+$43.8K2026-10-27
Tenet Wealth Partners, LLC
DECREASED2,9402,953-130%$785.4K$778.3K-$7.0K2026-10-19
J. Derek Lewis & Associates Inc.
INCREASED2,9262,661+265+10%$675.7K$774.4K+$98.7K2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED2,9182,953-35-1%$749.9K$772.6K+$22.7K2026-10-13
Carter Financial Group, Inc.
INCREASED2,9162,640+276+10%$670.4K$772.1K+$101.7K2026-10-21
Foguth Wealth Management, Llc.
INCREASED2,9152,419+496+21%$602.0K$745.0K+$143.0K2026-10-19
Summa Corp.
UNCHANGED2,9102,91000%$739.1K$770.4K+$31.3K2026-10-30
Gratus Wealth Advisors, LLC
INCREASED2,9092,853+56+2%$724.6K$770.1K+$45.6K2026-10-26
Valley Wealth Managers, Inc.
DECREASED2,9092,924-15-1%$742.6K$770.2K+$27.5K2026-10-09
Wealth Management Partners, LLC
DECREASED2,9083,219-311-10%$817.5K$769.9K-$47.7K2026-10-21
Sterling Group Wealth Management, LLC
INCREASED2,9082,907+1+0%$738.3K$769.9K+$31.5K2026-11-03
PKS Advisory Services, LLC
UNCHANGED2,9082,90800%$738.4K$738.4K$02026-10-26
Black Diamond Financial, LLC
INCREASED2,9072,372+535+23%$602.4K$769.7K+$167.3K2026-10-26
Crescent Grove Advisors, LLC
UNCHANGED2,9062,90600%$737.9K$769.3K+$31.4K2026-10-21
Tounjian Advisory Partners, LLC
INCREASED2,9042,674+230+9%$679.2K$768.7K+$89.5K2026-11-04
RAM Investment Partners, LLC
DECREASED2,9042,922-18-1%$742.2K$768.9K+$26.7K2026-10-21
Blackhawk Capital Partners, LLC
INCREASED2,9031,328+1,575+119%$337.3K$768.5K+$431.2K2026-11-10
August Group Capital Ltd
INCREASED2,9022,878+24+1%$730.9K$768.3K+$37.3K2026-10-14
Arbor Investment Advisors, LLC
UNCHANGED2,8892,88900%$733.7K$764.8K+$31.1K2026-10-26
HFR Wealth Management, LLC
UNCHANGED2,8822,88200%$731.9K$763.0K+$31.0K2026-11-09
Scott Capital Advisors, LLC
INCREASED2,8812,878+3+0%$730.9K$744.6K+$13.7K2026-10-13
Seven Mile Advisory
DECREASED2,8682,945-77-3%$747.9K$759.3K+$11.3K2026-10-22
BankChampaign, National Association
INCREASED2,8601,038+1,822+176%$263.6K$757.2K+$493.5K2026-10-19
Riverwater Partners LLC
DECREASED2,8542,882-28-1%$731.9K$755.6K+$23.6K2026-11-03
Landaas & Co
INCREASED2,8512,771+80+3%$703.7K$754.7K+$51.0K2026-10-29
Tilia Fiduciary Partners, Inc.
DECREASED2,8453,029-184-6%$769.2K$753.1K-$16.1K2026-10-09
Gilbert Capital Group, Inc.
DECREASED2,8442,889-45-2%$733.7K$752.9K+$19.2K2026-10-28
Sage Mountain Advisors LLC
DECREASED2,8303,211-381-12%$815.5K$749.2K-$66.3K2026-11-02
GEM Asset Management, LLC
INCREASED2,8282,826+2+0%$717.8K$748.7K+$30.9K2026-10-13
Seaside Wealth Management, Inc.
INCREASED2,8252,813+12+0%$714.4K$747.9K+$33.5K2026-11-09
BostonPremier Wealth LLC
INCREASED2,8242,620+204+8%$665.4K$747.5K+$82.1K2026-10-16
First Community Trust NA
INCREASED2,8172,537+280+11%$644.3K$745.8K+$101.5K2026-10-07
Obsidian CIO, LLC
INCREASED2,8162,245+571+25%$570.1K$745.6K+$175.5K2026-11-05
Dodds Wealth, LLC
INCREASED2,8132,802+11+0%$711.7K$744.6K+$32.9K2026-11-02
Hoxton Planning & Management, LLC
DECREASED2,8102,875-65-2%$730.2K$743.9K+$13.8K2026-10-15
Darden Wealth Group Inc
INCREASED2,8082,588+220+9%$657.3K$743.6K+$86.3K2026-11-06
Vestia Personal Wealth Advisors
INCREASED2,8062,789+17+1%$708.4K$742.9K+$34.6K2026-10-20
SBI Okasan Asset Management Co.Ltd.
DECREASED2,8003,900-1,100-28%$1.0M$749.2K-$259.0K2026-11-10
Crown Wealth Group, LLC
INCREASED2,7912,736+55+2%$695.0K$739.0K+$44.0K2026-10-19
Y.D. More Investments Ltd
INCREASED2,7912,788+3+0%$708.1K$738.9K+$30.8K2026-11-02
Lountzis Asset Management, LLC
DECREASED2,7892,912-123-4%$739.6K$738.4K-$1.2K2026-10-30
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED2,7802,78000%$720.9K$718.6K-$2.3K2026-10-19
Heritage Wealth Management, Inc.
DECREASED2,7772,809-32-1%$713.5K$735.2K+$21.7K2026-10-27
Hickory Point Bank & Trust
UNCHANGED2,7732,77300%$704.3K$734.1K+$29.9K2026-10-01
Crumly & Associates Inc.
INCREASED2,7672,137+630+29%$542.7K$732.5K+$189.8K2026-10-07
Catalyst Investment Management LLC
INCREASED2,7652,763+2+0%$701.7K$732.1K+$30.4K2026-10-21
Waterfront Wealth Inc.
DECREASED2,7643,263-499-15%$838.6K$716.2K-$122.4K2026-11-03
Burkett Financial Services, LLC
INCREASED2,7532,740+13+0%$695.9K$729.0K+$33.1K2026-10-01
WealthBridge Capital Management, LLC
INCREASED2,7522,685+67+3%$681.9K$728.6K+$46.7K2026-10-16
G2 Capital Management, LLC / OH
INCREASED2,7522,745+7+0%$697.1K$728.6K+$31.4K2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED2,7452,734+11+0%$694.3K$726.6K+$32.3K2026-11-04
J2 Capital Management Inc
DECREASED2,7402,765-25-1%$702.2K$725.4K+$23.2K2026-10-19
Rasp Wealth Solutions, LLC
INCREASED2,7322,525+207+8%$641.2K$723.3K+$82.0K2026-11-06
Fidelity D & D Bancorp Inc
DECREASED2,7272,755-28-1%$699.7K$721.9K+$22.3K2026-11-05
Strata Wealth Advisors, LLC
INCREASED2,7202,633+87+3%$668.7K$720.1K+$51.4K2026-10-16
Stevens Capital Partners
INCREASED2,7182,035+683+34%$516.8K$719.4K+$202.5K2026-10-29
Community Bank of Raymore
UNCHANGED2,7172,71700%$690.0K$719.3K+$29.3K2026-10-23
Green Ridge Wealth Planning LLC
DECREASED2,7162,800-84-3%$711.2K$719.1K+$7.9K2026-10-08
Cardinal Strategic Wealth Guidance
UNCHANGED2,7112,71100%$688.5K$717.7K+$29.2K2026-11-02
Affinity Capital Advisors, LLC
INCREASED2,7042,394+310+13%$620.8K$707.1K+$86.3K2026-10-13
Clear Point Advisors Inc.
INCREASED2,6992,695+4+0%$684.5K$714.6K+$30.0K2026-10-30
Websterrogers Financial Advisors, LLC
INCREASED2,6962,695+1+0%$684.6K$713.7K+$29.0K2026-11-02
Paragon Capital Management Ltd
DECREASED2,6932,920-227-8%$741.8K$712.9K-$28.9K2026-10-09
Eagle Harbor Asset Management Inc
UNCHANGED2,6862,68600%$682.2K$711.1K+$28.9K2026-10-21
Mayfair Advisory Group, LLC
INCREASED2,6822,681+1+0%$706.2K$709.9K+$3.7K2026-10-20
Intergy Private Wealth, LLC
DECREASED2,6782,708-30-1%$687.8K$709.0K+$21.2K2026-10-16
Piscataqua Savings Bank
DECREASED2,6622,692-30-1%$683.7K$704.7K+$21.0K2026-10-21
RMG Wealth Management LLC
INCREASED2,6582,629+29+1%$685.8K$712.8K+$27.0K2026-10-26
Banque de Luxembourg S.A.
INCREASED2,6571,457+1,200+82%$370.0K$703.4K+$333.4K2026-10-14
LEE Johnson Capital Management, LLC
NEW2,656—+2,656——$703.1K—2026-11-09
Banyan Capital Management, Inc.
DECREASED2,6563,396-740-22%$862.5K$703.1K-$159.3K2026-11-05
Nolet Wealth Management, LLC
INCREASED2,6552,581+74+3%$655.4K$702.8K+$47.4K2026-10-15
Warner Group LLC
INCREASED2,6541,590+1,064+67%$403.8K$702.8K+$299.0K2026-11-09
Security Financial Services, Inc.
DECREASED2,6502,740-90-3%$695.9K$701.6K+$5.7K2026-10-29
Prospera Capital Management, LLC
INCREASED2,649917+1,732+189%$237.7K$701.2K+$463.5K2026-10-19
Invariant Investment Management
DECREASED2,6452,680-35-1%$695.0K$677.3K-$17.7K2026-10-08
Bridgewealth Advisory Group, LLC
INCREASED2,6382,453+185+8%$623.0K$698.4K+$75.4K2026-11-09
Wealthcare Capital Partners, LLC
INCREASED2,6372,633+4+0%$668.6K$698.2K+$29.5K2026-10-21
Future Financial Wealth Managment LLC
INCREASED2,6342,633+1+0%$682.7K$697.2K+$14.5K2026-10-15
City Center Advisors, LLC
DECREASED2,6322,899-267-9%$736.3K$696.9K-$39.4K2026-10-08
Kohmann Bosshard Financial Services, LLC
INCREASED2,6302,410+220+9%$612.0K$696.1K+$84.1K2026-11-04
Rolek Wealth Management LLC
UNCHANGED2,6302,63000%$667.9K$696.2K+$28.3K2026-10-21
Financial Management Network Inc
DECREASED2,6242,644-20-1%$668.9K$671.8K+$2.9K2026-10-09
FAI Advisors, Inc.
INCREASED2,6192,493+126+5%$633.1K$693.4K+$60.2K2026-10-27
Sprott Inc.
INCREASED2,6061,737+869+50%$441.1K$689.9K+$248.8K2026-11-09
Legacy Capital Wealth Partners, LLC
DECREASED2,6052,667-62-2%$677.4K$689.7K+$12.3K2026-10-21
Sippican Capital Advisors
UNCHANGED2,6042,60400%$661.3K$689.4K+$28.0K2026-10-23
Key Client Fiduciary Advisors, LLC
DECREASED2,5902,907-317-11%$738.2K$685.6K-$52.6K2026-10-19
Buttonwood Financial Advisors Inc.
DECREASED2,5892,591-20%$658.0K$685.4K+$27.4K2026-10-13
Greenup Street Wealth Management LLC
INCREASED2,5852,580+5+0%$655.2K$684.3K+$29.1K2026-10-28
Triumph Capital Management
INCREASED2,5802,531+49+2%$642.8K$683.1K+$40.3K2026-10-14
Atlas Wealth Partners, LLC
UNCHANGED2,5792,57900%$655.0K$682.8K+$27.8K2026-11-03
Endeavor Private Wealth, Inc.
INCREASED2,5772,477+100+4%$629.2K$682.2K+$53.1K2026-11-05
Everest Financial Group LLC
INCREASED2,5742,485+89+4%$631.1K$681.6K+$50.4K2026-11-06
Kellett Wealth Advisors, LLC
INCREASED2,5712,513+58+2%$638.2K$680.6K+$42.4K2026-10-15
RTD Financial Advisors, Inc.
UNCHANGED2,5682,56800%$652.2K$679.9K+$27.7K2026-10-09
Aufman Associates Inc
DECREASED2,5643,167-603-19%$804.3K$678.8K-$125.5K2026-11-04
Gill Capital Partners, LLC
INCREASED2,5642,472+92+4%$627.8K$678.8K+$51.0K2026-10-13
Peavine Capital, LLC
UNCHANGED2,5502,55000%$647.6K$675.1K+$27.5K2026-10-13
Selective Wealth Management, Inc.
INCREASED2,5451,761+784+45%$445.5K$644.6K+$199.0K2026-10-16
Partners in Financial Planning
DECREASED2,5442,667-123-5%$677.3K$673.5K-$3.8K2026-11-06
Essential Partners LLC
DECREASED2,5432,596-53-2%$659.3K$673.2K+$13.9K2026-10-14
Good Harbor Advisors, Inc.
DECREASED2,5412,595-54-2%$659.2K$672.8K+$13.5K2026-10-20
DWR Wealth Management, LLC
INCREASED2,5372,533+4+0%$654.7K$678.8K+$24.0K2026-10-13
James Hambro & Partners LLP
INCREASED2,5341,675+859+51%$425.4K$671.3K+$245.9K2026-10-19
Stonebridge Financial Planning Group, LLC
INCREASED2,5292,465+64+3%$626.1K$669.5K+$43.4K2026-11-06
CLG LLC
DECREASED2,5282,572-44-2%$653.1K$669.4K+$16.3K2026-10-13
Ariston Services Group
UNCHANGED2,5272,52700%$641.8K$669.0K+$27.2K2026-10-16
Key Capital Management, Inc
INCREASED2,515377+2,138+567%$95.7K$679.2K+$583.5K2026-11-03
Aletheian Wealth Advisors LLC
INCREASED2,5142,476+38+2%$628.8K$665.6K+$36.7K2026-10-08
Tanager Wealth Management LLP
INCREASED2,5112,245+266+12%$570.2K$664.8K+$94.6K2026-10-19
High Point Wealth Management, LLC
INCREASED2,5112,503+8+0%$635.7K$664.8K+$29.1K2026-11-05
Alliance Wealth Advisors, LLC
UNCHANGED2,5102,51000%$637.5K$664.6K+$27.1K2026-10-14
Eagle Bluffs Wealth Management LLC
UNCHANGED2,5102,51000%$637.6K$664.6K+$27.0K2026-10-20
BCK Partners, Inc.
DECREASED2,5092,737-228-8%$695.1K$664.2K-$30.9K2026-10-23
Horizon Wealth Management, LLC
INCREASED2,5092,475+34+1%$628.5K$664.3K+$35.8K2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED2,5052,299+206+9%$583.9K$652.9K+$69.0K2026-11-02
Titiun Yejiel
UNCHANGED2,5002,50000%$634.9K$661.9K+$26.9K2026-11-06
Quarry Hill Advisors, LLC
INCREASED2,4982,432+66+3%$617.7K$661.3K+$43.7K2026-11-04
Opal Wealth Advisors, LLC
INCREASED2,4962,037+459+23%$517.4K$660.7K+$143.3K2026-10-16
Randall & Associates Wealth Management
DECREASED2,4942,854-360-13%$724.8K$660.3K-$64.6K2026-10-20
Worth Financial Advisory Group, LLC
INCREASED2,4822,377+105+4%$603.8K$657.1K+$53.3K2026-10-19
Sulzberger Capital Advisors, Inc.
INCREASED2,4812,400+81+3%$609.5K$656.8K+$47.3K2026-10-20
Benchmark Financial, LLC
UNCHANGED2,4782,47800%$629.3K$656.0K+$26.7K2026-10-16
Argentarii, LLC
INCREASED2,4702,456+14+1%$638.0K$653.8K+$15.8K2026-10-28
Broadway Wealth Solutions, Inc.
DECREASED2,4682,515-47-2%$638.8K$653.5K+$14.7K2026-10-21
Atlantic Edge Private Wealth Management, LLC
DECREASED2,4643,045-581-19%$773.4K$652.3K-$121.1K2026-10-20
LifePlan Financial, LLC
DECREASED2,4632,811-348-12%$713.9K$631.7K-$82.2K2026-10-13
Guilbault Capital LLC
DECREASED2,4592,534-75-3%$643.6K$651.0K+$7.4K2026-10-28
Owl Creek Wealth Partners LLC
INCREASED2,4552,375+80+3%$603.2K$649.9K+$46.8K2026-10-20
Amarillo National Bank
DECREASED2,4522,669-217-8%$677.8K$649.1K-$28.7K2026-10-23
Lynx Investment Advisory
DECREASED2,4482,594-146-6%$658.8K$648.0K-$10.8K2026-10-27
Financial Solutions Advisory Group, Inc.
INCREASED2,4472,438+9+0%$631.7K$625.4K-$6.3K2026-10-28
Rainier Family Wealth Inc
INCREASED2,4442,358+86+4%$598.9K$647.0K+$48.2K2026-11-02
Barnes Dennig Private Wealth Management LLC
INCREASED2,4442,443+1+0%$620.5K$647.1K+$26.6K2026-10-30
Commerce Advisors, LLC
INCREASED2,4412,421+20+1%$615.0K$646.1K+$31.2K2026-10-19
Michael Brady & Co., LLC
UNCHANGED2,4402,44000%$619.6K$645.9K+$26.3K2026-10-23
Instrumental Wealth, LLC
INCREASED2,4391,332+1,107+83%$338.3K$645.6K+$307.3K2026-10-20
Tilson Financial Group, Inc.
INCREASED2,4371,556+881+57%$395.1K$645.1K+$250.0K2026-11-09
Catalyst Private Wealth, LLC
INCREASED2,4372,353+84+4%$597.6K$645.2K+$47.6K2026-10-13
JGP Global Gestao de Recursos Ltda.
INCREASED2,4372,368+69+3%$601.4K$645.2K+$43.8K2026-10-16
FC Advisory LLC
INCREASED2,4362,425+11+0%$615.9K$645.0K+$29.2K2026-10-05
Mission Financial Group, LLC
INCREASED2,4282,422+6+0%$615.2K$642.8K+$27.6K2026-10-21
Haven Private, LLC
INCREASED2,4242,244+180+8%$569.9K$641.7K+$71.8K2026-10-27
Keating Investment Counselors Inc
UNCHANGED2,4242,42400%$615.6K$641.7K+$26.1K2026-10-14
Triad Investment Management
UNCHANGED2,4152,41500%$613.3K$639.3K+$26.0K2026-10-13
GW Henssler & Associates LTD
DECREASED2,4132,465-52-2%$626.0K$638.8K+$12.8K2026-10-26
Advocate Investing Services LLC
UNCHANGED2,4062,40600%$611.1K$637.0K+$25.9K2026-10-26
Joel Adams & Associates, Inc.
INCREASED2,4042,305+99+4%$585.4K$636.6K+$51.2K2026-11-02
CDM Financial Counseling Services, Inc.
INCREASED2,4032,367+36+2%$601.1K$636.3K+$35.1K2026-10-15
Freedom Financial Partners LLC
INCREASED2,3972,395+2+0%$608.3K$634.6K+$26.3K2026-10-19
Redwood Family Wealth LLC
INCREASED2,3962,369+27+1%$601.7K$634.4K+$32.8K2026-10-20
RIA Advisory Group LLC
DECREASED2,39331,764-29,371-92%$8.1M$633.4K-$7.4M2026-10-15
Mine & Arao Wealth Creation & Management, Llc.
INCREASED2,3932,386+7+0%$605.9K$633.5K+$27.6K2026-10-29
Inspirion Wealth Advisors, LLC
INCREASED2,3892,328+61+3%$591.3K$632.4K+$41.1K2026-10-09
Pinnacle Wealth Management Group, Inc.
DECREASED2,3862,406-20-1%$611.1K$631.7K+$20.6K2026-10-15
Kwmg, LLC
INCREASED2,3832,344+39+2%$595.2K$630.8K+$35.6K2026-10-07
Meritas Wealth Management, LLC
UNCHANGED2,3832,38300%$605.2K$630.9K+$25.7K2026-10-14
Able Financial Group, LLC
INCREASED2,3812,202+179+8%$559.2K$630.2K+$71.0K2026-10-14
Arta Finance Wealth Management LLC
INCREASED2,3642,267+97+4%$575.8K$625.8K+$50.1K2026-10-28
AUA Capital Management, LLC
UNCHANGED2,3632,36300%$600.1K$625.6K+$25.5K2026-10-15
Global Wealth Strategies & Associates
INCREASED2,3612,006+355+18%$509.5K$624.9K+$115.4K2026-10-02
Wilkerson Advisory Group LLC
DECREASED2,3582,677-319-12%$679.9K$624.3K-$55.6K2026-10-20
Taylor Financial Group, Inc.
UNCHANGED2,3562,35600%$598.4K$623.7K+$25.4K2026-11-02
Holland Advisory Services, Inc.
DECREASED2,3542,430-76-3%$617.2K$623.3K+$6.1K2026-10-26
Manchester Financial Inc
UNCHANGED2,3492,34900%$596.7K$622.0K+$25.3K2026-10-15
Wingate Wealth Advisors, Inc.
INCREASED2,3331,788+545+30%$454.2K$617.7K+$163.5K2026-10-26
Vawter Financial, Ltd.
UNCHANGED2,3332,33300%$592.5K$617.6K+$25.1K2026-11-10
Powell Investment Advisors, LLC
UNCHANGED2,3182,31800%$588.6K$613.6K+$25.0K2026-10-22
Artemis Wealth Advisors, LLC
INCREASED2,3151,600+715+45%$406.4K$612.8K+$206.4K2026-11-05
Capstone Wealth Management Group, LLC
DECREASED2,3142,350-36-2%$596.9K$429.0K-$167.9K2026-11-05
Hoey Investments, Inc
INCREASED2,3122,250+62+3%$571.4K$612.1K+$40.6K2026-10-29
Meridian Financial Advisors, LLC
INCREASED2,3112,215+96+4%$562.5K$611.8K+$49.3K2026-10-14
Transcendent Capital Group LLC
NEW2,304—+2,304——$610.1K—2026-10-28
USA Financial Formulas
NEW2,302—+2,302——$609.4K—2026-10-16
Forteris Wealth Management Inc.
DECREASED2,2912,462-171-7%$625.3K$606.5K-$18.8K2026-10-13
Grant Street Asset Management, Inc.
DECREASED2,2902,540-250-10%$645.1K$606.3K-$38.8K2026-10-26
KOM Wealth Management Group, LLC
DECREASED2,2802,571-291-11%$652.8K$603.7K-$49.2K2026-10-15
Adams Asset Advisors, LLC
UNCHANGED2,2772,27700%$578.3K$602.8K+$24.5K2026-10-08
MFA Wealth Services
INCREASED2,2762,247+29+1%$570.7K$602.5K+$31.8K2026-10-14
Walled Lake Planning & Wealth Management, LLC
INCREASED2,2732,096+177+8%$532.4K$601.7K+$69.3K2026-10-29
Marin Bay Wealth Advisors, LLC
INCREASED2,2712,266+5+0%$575.6K$601.4K+$25.8K2026-10-28
Smallwood Wealth Investment Management, LLC
DECREASED2,2702,403-133-6%$610.5K$601.2K-$9.3K2026-10-30
Kieckhefer Group LLC
UNCHANGED2,2632,26300%$574.7K$599.1K+$24.4K2026-10-13
Sicart Associates LLC
UNCHANGED2,2602,26000%$574.0K$577.6K+$3.6K2026-10-29
Garrett Wealth Advisory Group, LLC
INCREASED2,2572,241+16+1%$569.1K$597.5K+$28.4K2026-10-22
Private Client Services, LLC
DECREASED2,2562,290-34-1%$581.6K$597.2K+$15.6K2026-10-02
TL Private Wealth
INCREASED2,2562,253+3+0%$602.1K$595.1K-$7.0K2026-10-13
Trinity Financial Advisors LLC
DECREASED2,2522,311-59-3%$586.9K$596.2K+$9.3K2026-10-09
Sonata Capital Group Inc
UNCHANGED2,2432,24300%$569.7K$593.8K+$24.2K2026-10-19
Stronghold Wealth Management L.L.C.
DECREASED2,2372,367-130-5%$601.1K$592.2K-$8.9K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,2368,301-6,065-73%$2.1M$591.9K-$1.5M2026-10-14
Triton Wealth Management, Pllc
DECREASED2,2342,357-123-5%$620.7K$602.3K-$18.4K2026-11-04
Colorado Capital Management, Inc.
INCREASED2,2312,177+54+2%$553$591.0K+$590.4K2026-10-15
Chung Wu Investment Group, LLC
NEW2,230—+2,230——$590.4K—2026-11-03
JTC Employer Solutions Trustee Ltd
UNCHANGED2,2302,23000%$567.0K$591.0K+$24.0K2026-11-09
Omni 360 Wealth, Inc.
INCREASED2,2272,084+143+7%$529.3K$589.6K+$60.3K2026-10-13
Prosperitas Financial LLC
INCREASED2,2242,167+57+3%$550.4K$588.7K+$38.3K2026-10-28
Thompson Davis & Co., Inc.
DECREASED2,2222,301-79-3%$584.4K$588.2K+$3.9K2026-11-05
Fortis Group Advisors, LLC
INCREASED2,218718+1,500+209%$182.5K$599.8K+$417.3K2026-11-06
Saxony Capital Management, LLC
INCREASED2,2161,989+227+11%$505.2K$586.8K+$81.6K2026-10-15
Warner Financial, Inc
DECREASED2,2162,217-10%$563.1K$586.7K+$23.6K2026-11-06
Aspire Private Capital, LLC
INCREASED2,212932+1,280+137%$236.7K$585.6K+$348.9K2026-11-05
Intelligence Driven Advisers, LLC
INCREASED2,2102,018+192+10%$512.5K$585.1K+$72.6K2026-10-09
Buck Wealth Strategies, LLC
INCREASED2,2081,994+214+11%$506.3K$584.6K+$78.3K2026-10-28
PPS&V Asset Management Consultants, Inc.
DECREASED2,2052,218-13-1%$563.3K$583.7K+$20.4K2026-10-06
Armor Investment Advisors, LLC
DECREASED2,2032,270-67-3%$576.6K$583.1K+$6.5K2026-10-27
Cogent Private Wealth, Inc.
INCREASED2,2032,164+39+2%$549.6K$583.2K+$33.6K2026-11-06
Rodgers & Associates, LTD
DECREASED2,2022,456-254-10%$623.8K$583.0K-$40.8K2026-10-20
CMG Global Holdings, LLC
DECREASED2,2002,282-82-4%$579.6K$582.4K+$2.9K2026-10-14
Greenfield Seitz Capital Management, LLC
UNCHANGED2,2002,20000%$558.7K$582.4K+$23.7K2026-10-29
RBA Wealth Management, LLC
INCREASED2,1991,128+1,071+95%$286.5K$582.2K+$295.7K2026-10-28
Fortitude Family Office, LLC
INCREASED2,1981,844+354+19%$468.3K$581.9K+$113.6K2026-10-14
Collective Family Office LLC
DECREASED2,1902,238-48-2%$568.4K$579.8K+$11.4K2026-10-05
Members Wealth LLC
INCREASED2,1902,152+38+2%$546.5K$566.0K+$19.5K2026-10-20
Essex Investment Management Co LLC
DECREASED2,1892,382-193-8%$605.0K$579.5K-$25.4K2026-10-19
Cooper S Advisors, LLC
INCREASED2,1871,956+231+12%$496.9K$579.1K+$82.2K2026-11-03
ETF Store, Inc.
INCREASED2,1872,111+76+4%$536.1K$579.1K+$43.0K2026-10-19
Strategent Financial, LLC
UNCHANGED2,1842,18400%$554.7K$578.2K+$23.5K2026-10-30
BlueChip Wealth Advisors LLC
DECREASED2,1822,311-129-6%$586.9K$577.7K-$9.3K2026-11-03
Renasant Bank
INCREASED2,1792,156+23+1%$547.6K$576.9K+$29.3K2026-11-05
Mount Vernon Associates Inc
DECREASED2,1612,171-100%$551.0K$572.0K+$21.0K2026-10-26
Sara-Bay Financial
DECREASED2,1602,307-147-6%$585.9K$571.8K-$14.1K2026-10-21
Investment Planning Advisors, Inc.
INCREASED2,1551,902+253+13%$483.2K$570.4K+$87.2K2026-10-14
Carbahal Olsen Financial Services Group, LLC
UNCHANGED2,1552,15500%$547.3K$570.5K+$23.2K2026-11-05
American Capital Advisory, LLC
DECREASED2,1522,226-74-3%$565.4K$569.8K+$4.4K2026-10-28
WBI Investments, LLC
NEW2,149—+2,149——$568.9K—2026-11-05
Shade Tree Advisors LLC
NEW2,148—+2,148——$568.8K—2026-10-22
Coyle Financial Counsel LLC
DECREASED2,1462,230-84-4%$566.4K$568.1K+$1.8K2026-10-28
Fonville Wealth Management LLC
INCREASED2,1451,016+1,129+111%$258.0K$567.9K+$309.8K2026-10-28
Holcombe Financial, Inc.
DECREASED2,1442,230-86-4%$566.4K$567.7K+$1.3K2026-10-16
Flagship Wealth Advisors, LLC
UNCHANGED2,1382,13800%$543.0K$566.0K+$23.0K2026-11-03
Motive Wealth Advisors
INCREASED2,1372,078+59+3%$527.8K$565.7K+$38.0K2026-10-26
Gould Asset Management LLC
UNCHANGED2,1372,13700%$542.7K$565.9K+$23.2K2026-11-06
Global Financial Private Client, LLC
INCREASED2,1362,071+65+3%$526.0K$565.5K+$39.5K2026-10-15
Manske Wealth Management
DECREASED2,1352,186-51-2%$555.3K$565.3K+$10.0K2026-10-26
Gallacher Capital Management LLC
INCREASED2,1341,733+401+23%$440.2K$565.0K+$124.8K2026-10-30
Atalanta Sosnoff Capital, LLC
DECREASED2,1322,192-60-3%$556.7K$564.4K+$7.7K2026-11-10
CFM Wealth Partners LLC
INCREASED2,1272,047+80+4%$519.9K$563.1K+$43.2K2026-11-05
Eagle Wealth Strategies LLC
INCREASED2,1242,075+49+2%$527.0K$562.3K+$35.3K2026-10-20
Atala Financial Inc
UNCHANGED2,1222,12200%$538.9K$561.8K+$22.9K2026-10-22
Farrell Financial LLC
DECREASED2,1212,127-60%$540.2K$561.5K+$21.3K2026-10-16
Balance Wealth Partners LLC
DECREASED2,1202,393-273-11%$607.8K$561.2K-$46.6K2026-10-27
Clearwave Capital, LLC
INCREASED2,1051,965+140+7%$499.1K$557.3K+$58.2K2026-10-27
Phillips Financial Management, LLC
DECREASED2,1042,228-124-6%$565.9K$557.0K-$8.8K2026-10-19
Watchman Group, Inc.
INCREASED2,0991,968+131+7%$499.8K$555.7K+$55.9K2026-10-16
Addison Advisors LLC
DECREASED2,0972,109-12-1%$535.6K$555.2K+$19.5K2026-11-06
First Financial Corp
UNCHANGED2,0952,09500%$532.1K$554.6K+$22.6K2026-10-13
Strive Financial Group,LLC
INCREASED2,092734+1,358+185%$186.3K$553.8K+$367.5K2026-11-09
Wagner Wealth Management, Corp
DECREASED2,0912,136-45-2%$542.5K$553.6K+$11.1K2026-10-20
WealthPoint Financial, LLC
UNCHANGED2,0912,09100%$531.2K$553.5K+$22.3K2026-11-03
Unify Financial Advisors
UNCHANGED2,0902,09000%$530.8K$553.3K+$22.5K2026-11-03
Meridian Wealth Partners, LLC
DECREASED2,0883,306-1,218-37%$839.6K$552.8K-$286.8K2026-11-09
Park Place Capital Corp
DECREASED2,0872,250-163-7%$571.3K$552.5K-$18.8K2026-11-09
Great Point Wealth Advisors, LLC
INCREASED2,0851,937+148+8%$491.9K$552.0K+$60.0K2026-10-15
Summit Wealth Group, LLC
INCREASED2,0842,032+52+3%$516.1K$551.8K+$35.7K2026-11-09
Virtue Asset Management LLC
DECREASED2,0822,113-31-1%$536.6K$551.2K+$14.6K2026-10-21
A4 Wealth Advisors LLC
INCREASED2,0822,061+21+1%$523.4K$551.2K+$27.8K2026-10-20
Cadent Capital Advisors, LLC
INCREASED2,0812,071+10+0%$526.0K$550.8K+$24.8K2026-10-09
RED Lighthouse Investment Management, LLC
INCREASED2,0802,073+7+0%$526.5K$550.7K+$24.2K2026-11-02
Hidden Cove Wealth Management, LLC
INCREASED2,0771,595+482+30%$405.1K$549.9K+$144.8K2026-10-19
Fulcrum Wealth Advisors, LLC
UNCHANGED2,0762,07600%$527.2K$549.6K+$22.4K2026-10-16
Welch Financial Planning, LLC
UNCHANGED2,0752,07500%$527.0K$549.3K+$22.3K2026-11-06
Hohimer Wealth Management, LLC
DECREASED2,0742,398-324-14%$609.0K$549.0K-$60.1K2026-11-04
World Equity Group, Inc.
DECREASED2,0725,977-3,905-65%$1.5M$548.7K-$969.5K2026-10-14
Skyline Advisors, Inc.
INCREASED2,0721,969+103+5%$500.1K$548.6K+$48.4K2026-11-03
Pecaut & Co.
DECREASED2,0702,130-60-3%$541.0K$548.0K+$7.1K2026-10-27
Ring Mountain Capital, LLC
INCREASED2,0692,017+52+3%$512.3K$547.7K+$35.5K2026-10-13
Lifestyle Asset Management, Inc.
INCREASED2,0591,852+207+11%$470.4K$545.1K+$74.8K2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED2,0582,05800%$522.7K$544.9K+$22.2K2026-10-23
Formulate Financial LLC
INCREASED2,0541,463+591+40%$371.6K$543.8K+$172.2K2026-11-09
St. Louis Trust Co
UNCHANGED2,0512,05100%$6.8M$543.0K-$6.3M2026-11-03
Wavvest Wealth LLC
NEW2,049—+2,049——$542.4K—2026-10-21
Bell Investment Advisors, Inc
INCREASED2,0381,468+570+39%$372.8K$539.5K+$166.7K2026-10-29
Trust Investment Advisors
INCREASED2,0381,667+371+22%$423.5K$539.4K+$116.0K2026-10-20
Tortoise Investment Management, LLC
INCREASED2,0341,890+144+8%$480.0K$538.5K+$58.5K2026-11-06
Shayne & Jacobs, LLC
UNCHANGED2,0332,03300%$516.3K$538.2K+$21.9K2026-10-21
Accordant Advisory Group Inc
UNCHANGED2,0312,03100%$515.8K$537.7K+$21.9K2026-10-29
BNC Wealth Management, LLC
INCREASED2,0302,029+1+0%$515.3K$537.4K+$22.1K2026-10-19
Kercheville Advisors, LLC
NEW2,028—+2,028——$536.9K—2026-10-19
Sunbeam Capital Management, LLC
DECREASED2,0252,475-450-18%$628.7K$536.1K-$92.6K2026-11-05
Martel Wealth Advisors LLC
INCREASED2,0242,023+1+0%$513.7K$535.7K+$22.0K2026-10-14
Peoples Bank
DECREASED2,0212,228-207-9%$565.8K$535.0K-$30.8K2026-10-26
Eagle Wealth Advisors LLC
INCREASED2,0131,872+141+8%$475.4K$532.9K+$57.5K2026-10-20
Vaquero Private Wealth, LTD
UNCHANGED2,0132,01300%$511.2K$533.0K+$21.8K2026-10-27
LightSquare Wealth Management, LLC
INCREASED2,0121,895+117+6%$481.3K$532.6K+$51.3K2026-11-03
Financial Council, LLC
UNCHANGED2,0122,01200%$511.0K$532.7K+$21.8K2026-11-02
Burns Matteson Capital Management, LLC
DECREASED2,0092,010-10%$510.5K$531.9K+$21.4K2026-10-16
Tillman Hartley LLC
INCREASED2,0001,998+2+0%$507.6K$529.5K+$21.9K2026-11-06
Lighthouse Financial LLC
UNCHANGED1,9991,99900%$507.7K$529.2K+$21.5K2026-10-23
Plan Group Financial, LLC
INCREASED1,9961,053+943+90%$267.5K$517.6K+$250.0K2026-10-22
FDx Advisors, Inc.
DECREASED1,9962,062-66-3%$524.0K$528.0K+$4.0K2026-11-09
Sovereign Investment Advisors, LLC
INCREASED1,9871,587+400+25%$403.1K$526.0K+$123.0K2026-11-09
Great Waters Wealth Management
DECREASED1,9872,173-186-9%$551.9K$526.1K-$25.8K2026-10-07
Presper Financial Architects, LLC
INCREASED1,9851,951+34+2%$495.6K$525.6K+$30.0K2026-11-09
Midwest Financial Group LLC
INCREASED1,9831,959+24+1%$497.6K$524.9K+$27.3K2026-10-15
Genesis Private Wealth, LLC
INCREASED1,9811,629+352+22%$413.7K$524.5K+$110.7K2026-11-02
Ferguson Shapiro LLC
DECREASED1,9792,010-31-2%$510.5K$523.9K+$13.3K2026-10-16
AdviceOne Advisory Services, LLC
UNCHANGED1,9791,97900%$502.6K$524.0K+$21.4K2026-10-19
Acorn Creek Capital LLC
DECREASED1,9772,133-156-7%$541.8K$523.4K-$18.4K2026-11-05
Stonekeep Investments, LLC
DECREASED1,9741,999-25-1%$508$522.6K+$522.1K2026-10-15
Austin Wealth Management, LLC
INCREASED1,9721,779+193+11%$450.2K$505.8K+$55.6K2026-11-06
Post Resch Tallon Group Inc.
INCREASED1,9691,968+1+0%$499.7K$521.1K+$21.4K2026-10-09
Aurora Investment Managers, Llc.
UNCHANGED1,9691,96900%$500$521.0K+$520.5K2026-10-15
Leslie Global Wealth, LLC
INCREASED1,9681,958+10+1%$497.3K$520.9K+$23.7K2026-10-26
Corps Capital Advisors, LLC
UNCHANGED1,9681,96800%$499.9K$521.1K+$21.2K2026-11-05
Ackerman Capital Advisors, LLC
UNCHANGED1,9661,96600%$499.3K$520.5K+$21.2K2026-10-30
Smith Partners Wealth Management, LLC
INCREASED1,9631,533+430+28%$389.2K$519.6K+$130.3K2026-11-05
Councilor Wealth, LLC
DECREASED1,9632,317-354-15%$588.6K$519.9K-$68.6K2026-10-09
Birchwood Financial Partners, Inc.
UNCHANGED1,9631,96300%$498.5K$519.7K+$21.1K2026-11-02
MBE Wealth Management, LLC
INCREASED1,9581,744+214+12%$442.9K$518.3K+$75.4K2026-10-26
Adelphi Trust Co
INCREASED1,9501,855+95+5%$471.1K$516.2K+$45.1K2026-10-05
Praetorian Wealth Management, Inc.
DECREASED1,9461,947-10%$494.5K$515.2K+$20.7K2026-10-16
Watershed Private Wealth LLC
INCREASED1,9451,047+898+86%$265.9K$514.9K+$249.0K2026-10-30
Lakeshore Financial Planning, Inc.
DECREASED1,9441,955-11-1%$496.7K$514.6K+$17.9K2026-10-13
Robinswood Financial LLC
DECREASED1,9432,035-92-5%$517.1K$493.0K-$24.0K2026-10-20
Cherrydale Wealth Management, LLC
UNCHANGED1,9411,94100%$493.0K$514.1K+$21.1K2026-10-20
Silver Grove Financial Group, Inc.
INCREASED1,9401,718+222+13%$436.4K$513.7K+$77.3K2026-11-05
Financial Symmetry Inc
DECREASED1,9331,972-39-2%$500.8K$511.6K+$10.8K2026-10-06
Provident Wealth Management, LLC
DECREASED1,9302,860-930-33%$726.4K$510.9K-$215.4K2026-10-20
Bryant Woods Investment Advisors, LLC
DECREASED1,9282,035-107-5%$516.8K$510.5K-$6.3K2026-10-26
Smart Wealth LLC
INCREASED1,9271,664+263+16%$422.7K$510.3K+$87.6K2026-11-04
Tiller Private Wealth, Inc.
UNCHANGED1,9271,92700%$489.4K$510.2K+$20.8K2026-10-26
Cercano Management LLC
UNCHANGED1,9251,92500%$488.9K$509.6K+$20.7K2026-11-10
Fairfield Financial Advisors, LTD
INCREASED1,9241,562+362+23%$396.6K$509.3K+$112.7K2026-10-14
GatePass Capital, LLC
INCREASED1,9231,067+856+80%$271.0K$509.1K+$238.1K2026-11-09
MinichMacGregor Wealth Management, LLC
INCREASED1,9211,919+2+0%$487.5K$508.7K+$21.2K2026-10-14
Prospect Financial Group LLC
DECREASED1,9182,344-426-18%$595.3K$507.8K-$87.5K2026-11-05
Highline Wealth Partners LLC
INCREASED1,9171,635+282+17%$415.2K$507.6K+$92.4K2026-10-19
Orca Wealth Management, LLC
INCREASED1,9141,856+58+3%$471.3K$506.8K+$35.5K2026-10-14
Claris Advisors, LLC / MO /
UNCHANGED1,9141,91400%$486.1K$506.7K+$20.6K2026-11-10
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
INCREASED1,9131,893+20+1%$480.8K$506.4K+$25.7K2026-10-27
Wilkins Miller Wealth Management, LLC
DECREASED1,9121,964-52-3%$498.7K$506.2K+$7.5K2026-10-13
Northwest Financial Advisors
DECREASED1,9111,964-53-3%$498.8K$505.9K+$7.1K2026-10-27
First Hawaiian Bank
INCREASED1,9071,822+85+5%$462.7K$504.9K+$42.1K2026-10-14
Flagstone Financial Management
UNCHANGED1,9061,90600%$484.1K$504.6K+$20.5K2026-11-05
Legal Advantage Investments, Inc.
DECREASED1,9002,282-382-17%$579.6K$503.0K-$76.6K2026-10-13
Shikiar Asset Management Inc
UNCHANGED1,9001,90000%$483.0K$503.0K+$20.0K2026-10-20
Sage Capital Management, LLC
UNCHANGED1,8951,89500%$481.6K$502.2K+$20.6K2026-10-20
KWB Wealth
DECREASED1,8871,907-20-1%$484.3K$499.6K+$15.2K2026-10-16
Arkansas Financial Group, Inc.
UNCHANGED1,8821,88200%$478.0K$498.2K+$20.3K2026-10-26
Philadelphia Investment Partners, LLC
UNCHANGED1,8821,88200%$493.2K$493.2K$02026-11-09
Nicholas Wealth, Llc.
INCREASED1,8771,000+877+88%$254.1K$497.0K+$243.0K2026-10-26
Hiley Hunt Wealth Management
INCREASED1,8701,866+4+0%$473.8K$495.0K+$21.2K2026-10-08
FreeGulliver LLC
INCREASED1,8681,721+147+9%$437.1K$494.5K+$57.5K2026-11-10
Pacific Center for Financial Services
INCREASED1,8681,866+2+0%$474.0K$494.6K+$20.6K2026-10-15
Schwartz Investment Counsel Inc
DECREASED1,8631,963-100-5%$498.5K$493.2K-$5.3K2026-10-26
RM Financial Services, LLC
INCREASED1,8601,854+6+0%$470.8K$492.4K+$21.6K2026-11-03
Conestoga Capital Advisors, LLC
UNCHANGED1,8601,86000%$472.4K$492.4K+$20.0K2026-11-02
Code Waechter LLC
DECREASED1,8592,607-748-29%$662.1K$492.2K-$169.9K2026-10-23
Dala Group, LLC
INCREASED1,8591,829+30+2%$464.5K$492.2K+$27.7K2026-10-29
Godsey & Gibb, Inc
INCREASED1,8581,854+4+0%$470.7K$492.0K+$21.2K2026-10-14
Southern Capital Advisors, LLC
INCREASED1,8571,851+6+0%$470.2K$491.7K+$21.6K2026-10-26
Presilium Private Wealth, LLC
NEW1,856—+1,856——$491.4K—2026-10-26
Hager Investment Management Services, LLC
DECREASED1,8561,877-21-1%$476.7K$491.4K+$14.7K2026-11-04
Voisard Asset Management Group, Inc.
INCREASED1,8551,795+60+3%$455.9K$491.1K+$35.2K2026-10-13
Piedmont Capital Management, LLC
INCREASED1,8551,848+7+0%$469.3K$491.1K+$21.8K2026-10-21
MRA Advisory Group
INCREASED1,8501,849+1+0%$469.6K$489.7K+$20.1K2026-10-07
Ares Financial Consulting, LLC
INCREASED1,8481,799+49+3%$456.8K$489.3K+$32.5K2026-10-19
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED1,8471,84700%$469.1K$489.0K+$19.9K2026-10-07
Bell & Brown Wealth Advisors, LLC
INCREASED1,8461,823+23+1%$463.1K$488.8K+$25.7K2026-10-16
Peck Wealth Management, LLC
UNCHANGED1,8441,84400%$468.3K$488.2K+$19.9K2026-10-29
4J Wealth Management LLC
UNCHANGED1,8431,84300%$468.1K$487.9K+$19.8K2026-11-02
Chaney Capital Management, Inc.
INCREASED1,8421,841+1+0%$467.5K$487.7K+$20.2K2026-11-09
Highland Financial Advisors, LLC
INCREASED1,8401,726+114+7%$438.3K$487.0K+$48.8K2026-10-19
Center For Asset Management LLC
INCREASED1,8391,361+478+35%$345.8K$486.8K+$141.0K2026-10-16
Matisse Capital
UNCHANGED1,8391,83900%$467.1K$486.9K+$19.8K2026-10-29
Ballew Advisors, Inc
UNCHANGED1,8371,83700%$483.2K$470.4K-$12.7K2026-10-05
Commons Capital, LLC
INCREASED1,8341,832+2+0%$465.4K$485.6K+$20.2K2026-11-05
BOS Asset Management, LLC
DECREASED1,8311,864-33-2%$473.4K$484.7K+$11.3K2026-10-09
True Wealth Design, LLC
DECREASED1,8271,984-157-8%$503.9K$483.7K-$20.2K2026-10-13
IFS Advisors, LLC
INCREASED1,82572+1,753+2435%$18.3K$483.2K+$464.9K2026-10-14
Academy Capital Management
UNCHANGED1,8231,82300%$463.0K$482.6K+$19.6K2026-11-05
Steel Grove Capital Advisors, LLC
NEW1,821—+1,821——$482.0K—2026-10-13
Peterson Wealth Management
INCREASED1,819280+1,539+550%$71.1K$481.7K+$410.6K2026-11-06
Corepath Wealth Partners LLC
DECREASED1,8191,939-120-6%$510.7K$470.1K-$40.6K2026-10-21
Values Added Financial LLC
UNCHANGED1,8151,81500%$461.0K$480.5K+$19.5K2026-10-28
Parkway Wealth Management Group, LLC
INCREASED1,8141,759+55+3%$446.7K$480.1K+$33.5K2026-10-20
Wharton Business Group, LLC
UNCHANGED1,8131,81300%$460.4K$480.0K+$19.5K2026-11-09
Proathlete Wealth Management LLC
INCREASED1,8111,309+502+38%$332.9K$479.8K+$147.0K2026-10-15
Shore Point Advisors, LLC
INCREASED1,8111,809+2+0%$459.5K$479.7K+$20.2K2026-10-14
Etesian Wealth Advisors, Inc.
DECREASED1,8062,351-545-23%$597.1K$478.1K-$119.0K2026-10-27
Breachway Investments LLC
INCREASED1,8021,702+100+6%$432.3K$477.1K+$44.8K2026-10-19
Malaga Cove Capital, LLC
UNCHANGED1,8011,80100%$457.4K$476.8K+$19.4K2026-10-23
Sage Financial Group Inc
UNCHANGED1,7981,79800%$456.6K$476.0K+$19.4K2026-10-27
Tableaux LLC
INCREASED1,7971,505+292+19%$382.2K$475.7K+$93.5K2026-10-23
TPG Advisors LLC
INCREASED1,7941,791+3+0%$454.9K$475.0K+$20.1K2026-10-16
Fortress Financial Solutions, LLC
NEW1,793—+1,793——$474.7K—2026-10-14
Whelan Financial
INCREASED1,7891,295+494+38%$329.0K$473.7K+$144.8K2026-10-28
Traub Capital Management LLC
DECREASED1,7851,885-100-5%$478.6K$472.4K-$6.2K2026-11-09
Princeton Capital Management LLC
DECREASED1,7821,802-20-1%$457.7K$471.8K+$14.1K2026-10-27
Uptown Financial Advisors LLC
DECREASED1,7781,837-59-3%$466.5K$470.7K+$4.2K2026-10-15
Blackston Financial Advisory Group, LLC
DECREASED1,7741,783-90%$452.7K$469.5K+$16.8K2026-11-04
TruNorth Capital Management, LLC
INCREASED1,7681,502+266+18%$381.5K$468.1K+$86.6K2026-10-14
Wolverine Asset Management LLC
NEW1,767—+1,767——$467.8K—2026-11-02
Altus Wealth Group LLC
DECREASED1,7661,824-58-3%$463.1K$467.5K+$4.4K2026-10-20
National Wealth Management Group, LLC
INCREASED1,7581,723+35+2%$437.7K$465.3K+$27.6K2026-10-26
Mullooly Asset Management, Inc.
INCREASED1,7571,756+1+0%$446.0K$465.1K+$19.1K2026-10-30
Cedarwood Wealth LLC
DECREASED1,7501,755-50%$445.6K$463.2K+$17.6K2026-11-09
Rooted Wealth Advisors, Inc.
UNCHANGED1,7491,74900%$444.1K$444.1K$02026-11-03
Client 1ST Advisory Group, LLC
UNCHANGED1,7431,74300%$442.6K$461.4K+$18.8K2026-10-19
Innovative Wealth Building LLC
INCREASED1,7421,586+156+10%$402.8K$461.2K+$58.4K2026-10-14
Bright Futures Wealth Management, Llc.
DECREASED1,7421,762-20-1%$447.4K$461.2K+$13.9K2026-10-23
Murphy & Mullick Capital Management Corp
INCREASED1,7411,730+11+1%$439.5K$461.0K+$21.5K2026-11-02
ETF Portfolio Partners, Inc.
UNCHANGED1,7411,74100%$442.2K$460.9K+$18.8K2026-10-22
Stillwater Wealth Management Group
INCREASED1,7391,734+5+0%$440.4K$460.4K+$20.0K2026-10-21
MBM Wealth Consultants, LLC
DECREASED1,7381,842-104-6%$467.8K$460.1K-$7.7K2026-10-20
Guerra PAN Advisors, LLC
INCREASED1,7381,712+26+2%$434.8K$441.1K+$6.3K2026-10-26
Avion Wealth
INCREASED1,7291,663+66+4%$422.0K$457.0K+$35.0K2026-11-04
Miller Financial Services LLC
INCREASED1,7291,699+30+2%$431.5K$457.7K+$26.2K2026-10-20
SeedSafe Financial LLC
INCREASED1,7281,219+509+42%$309.6K$457.5K+$147.9K2026-11-02
Tsfg, LLC
DECREASED1,7242,996-1,272-42%$761.0K$456.0K-$305.0K2026-10-23
Sagace Wealth Management LLC
DECREASED1,7201,875-155-8%$476.2K$455.4K-$20.8K2026-10-28
Washington Growth Strategies LLC
UNCHANGED1,7161,71600%$435.8K$454.3K+$18.5K2026-10-19
Gerber, LLC
INCREASED1,7151,713+2+0%$435.2K$453.9K+$18.8K2026-10-21
IMZ Advisory Inc
DECREASED1,7071,782-75-4%$452.5K$451.8K-$6492026-11-03
Fidelis iM, LLC
INCREASED1,7051,699+6+0%$431.4K$451.4K+$20.0K2026-10-16
North Point Portfolio Managers Corp
DECREASED1,7021,703-10%$432.5K$450.6K+$18.1K2026-10-07
KRS Capital Management, LLC
UNCHANGED1,7001,70000%$431.8K$450.1K+$18.3K2026-10-16
Stirlingshire Investments, Inc.
DECREASED1,6991,998-299-15%$507.4K$450.0K-$57.4K2026-11-05
Solutions 4 Wealth, Ltd
INCREASED1,6991,641+58+4%$416.8K$449.8K+$33.0K2026-11-03
Beacon Financial Strategies Corp
DECREASED1,6981,704-60%$432.7K$449.5K+$16.8K2026-10-14
Stiles Financial Services Inc
UNCHANGED1,6971,69700%$430.9K$449.2K+$18.3K2026-10-30
Dedeker Financial LLC
UNCHANGED1,6971,69700%$431.0K$449.2K+$18.3K2026-10-23
KFG LLC
NEW1,696—+1,696——$449.0K—2026-11-02
Hoge Financial Services, LLC
INCREASED1,6961,683+13+1%$427.4K$449.1K+$21.7K2026-11-05
Cetera Trust Company, N.a
UNCHANGED1,6941,69400%$430.2K$448.5K+$18.2K2026-11-09
Marion Wealth Management
INCREASED1,6881,681+7+0%$426.9K$446.8K+$19.9K2026-10-22
Auour Investments LLC
UNCHANGED1,6821,68200%$427.2K$445.3K+$18.1K2026-10-28
TSA Wealth Managment LLC
INCREASED1,6781,511+167+11%$383.7K$444.2K+$60.5K2026-10-22
McElhenny Sheffield Capital Management, LLC
INCREASED1,6771,404+273+19%$356.6K$444.0K+$87.4K2026-11-06
Master's Wealth Management Inc.
INCREASED1,6741,611+63+4%$409.2K$443.2K+$34.0K2026-10-22
Berkshire Money Management, Inc.
NEW1,673—+1,673——$442.9K—2026-10-21
Blue Zone Wealth Advisors, LLC
INCREASED1,6711,620+51+3%$411.4K$442.4K+$31.0K2026-10-19
Montz Harcus Wealth Management LLC
INCREASED1,6681,653+15+1%$419.9K$441.6K+$21.7K2026-10-09
Barnes Wealth Management Group, Inc
DECREASED1,6621,784-122-7%$453.3K$440.0K-$13.3K2026-11-09
Tower View Wealth Management LLC
INCREASED1,660951+709+75%$241.6K$439.5K+$197.9K2026-10-23
SilverOak Wealth Management LLC
INCREASED1,6601,656+4+0%$420.6K$439.3K+$18.8K2026-10-29
Advisory Advocates, LLC
DECREASED1,6581,825-167-9%$463.6K$439.0K-$24.6K2026-11-05
Echo45 Advisors LLC
INCREASED1,6541,403+251+18%$356.4K$437.8K+$81.4K2026-10-07
Athena Wealth Management, LLC
INCREASED1,6541,647+7+0%$418.2K$437.8K+$19.6K2026-10-09
Barings LLC
INCREASED1,6511,094+557+51%$277.8K$437.1K+$159.2K2026-10-22
Investment Insight Wealth Management, LLC
DECREASED1,6511,668-17-1%$423.7K$437.0K+$13.3K2026-10-30
Nestegg Advisors, Inc.
DECREASED1,6501,651-10%$419.3K$436.8K+$17.5K2026-10-21
AWM Capital, LLC
DECREASED1,6501,651-10%$419.3K$436.9K+$17.6K2026-10-16
White Pine Investment Co
UNCHANGED1,6501,65000%$419.0K$437.0K+$18.0K2026-10-15
Quantum Financial Partners LLC
DECREASED1,6492,217-568-26%$562.9K$436.6K-$126.3K2026-10-19
Dogwood Wealth Management LLC
INCREASED1,6461,639+7+0%$416.4K$435.7K+$19.4K2026-11-09
Vilga Financial Planning LLC
INCREASED1,6451,544+101+7%$392.1K$435.5K+$43.4K2026-10-09
Sard Wealth Management Group, LLC
INCREASED1,6401,527+113+7%$387.9K$434.2K+$46.3K2026-10-16
Koss-Olinger Consulting, LLC
DECREASED1,6401,649-9-1%$418.8K$434.2K+$15.4K2026-11-10
BCV Asset Management Inc.
DECREASED1,6291,699-70-4%$440.1K$433.0K-$7.1K2026-11-06
Retirement Investment Advisors, Inc.
DECREASED1,6291,661-32-2%$428.2K$431.3K+$3.1K2026-10-22
Veery Capital, LLC
DECREASED1,6241,691-67-4%$429.5K$429.9K+$4752026-10-07
Matrix Asset Advisors Inc
UNCHANGED1,6221,62200%$411.9K$429.4K+$17.5K2026-10-13
Keystone Financial Group, Inc.
INCREASED1,6151,609+6+0%$408.7K$427.4K+$18.7K2026-10-13
Walsh & Associates, LLC
UNCHANGED1,6151,61500%$410.2K$427.6K+$17.4K2026-11-09
Armbruster Capital Management, Inc.
UNCHANGED1,6131,61300%$409.7K$427.0K+$17.4K2026-10-19
Sierra Ocean, LLC
DECREASED1,6101,653-43-3%$419.7K$426.2K+$6.4K2026-11-03
Asset Allocation & Management Company, LLC
UNCHANGED1,6061,60600%$408$425.0K+$424.6K2026-10-13
Selby Wealth Management, LLC
UNCHANGED1,6051,60500%$407.6K$424.9K+$17.3K2026-10-16
Cdkv Holdings LLC
UNCHANGED1,5971,59700%$405.5K$422.7K+$17.2K2026-10-28
MFG Investments, LLC
NEW1,594—+1,594——$421.9K—2026-10-30
Altiora Financial Group, LLC
UNCHANGED1,5931,59300%$404.7K$421.8K+$17.2K2026-11-04
SC&H Financial Advisors, Inc.
UNCHANGED1,5801,58000%$401.2K$418.4K+$17.2K2026-10-14
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED1,5801,58000%$401.3K$418.3K+$17.0K2026-11-09
L.K. Benson & Company, P.C.
UNCHANGED1,5771,57700%$400.5K$417.5K+$17.0K2026-10-23
Stonehearth Capital Management, LLC
DECREASED1,5751,920-345-18%$487.5K$416.8K-$70.7K2026-10-13
Aerodigm Wealth, LLC
INCREASED1,5741,566+8+1%$397.8K$416.7K+$18.8K2026-10-16
ADE, LLC
INCREASED1,5721,544+28+2%$392.3K$416.3K+$24.0K2026-10-29
Optima Capital LLC
DECREASED1,5711,666-95-6%$423.0K$415.9K-$7.1K2026-10-29
AAF Wealth Management, LLC
DECREASED1,5651,754-189-11%$445.4K$414.2K-$31.2K2026-10-28
Bensler, LLC
DECREASED1,5611,581-20-1%$401.5K$413.3K+$11.8K2026-11-05
Benchmark Financial Wealth Advisors, LLC
INCREASED1,5541,211+343+28%$307.6K$411.4K+$103.8K2026-10-20
AlphaCentric Advisors LLC
INCREASED1,5491,391+158+11%$353.3K$410.1K+$56.8K2026-11-03
Integrated Wealth Management
INCREASED1,5491,476+73+5%$374.9K$410.0K+$35.1K2026-10-19
LVZ, Inc.
INCREASED1,5421,540+2+0%$391.1K$408.2K+$17.1K2026-10-20
William Mack & Associates, Inc.
INCREASED1,5401,468+72+5%$372.9K$407.7K+$34.9K2026-10-27
Hoya Capital Real Estate, LLC
UNCHANGED1,5401,54000%$391.1K$407.7K+$16.6K2026-11-09
TradeWell Securities, Llc.
INCREASED1,5371,531+6+0%$388.9K$407.0K+$18.1K2026-10-21
Invenio Wealth Partners LLC
DECREASED1,5361,548-12-1%$393.1K$406.6K+$13.5K2026-10-20
Oath Planning, LLC
INCREASED1,5351,267+268+21%$321.8K$406.6K+$84.8K2026-10-20
Rational Advisors, Inc.
NEW1,534—+1,534——$406.1K—2026-11-02
North Capital, Inc.
DECREASED1,5291,554-25-2%$394.8K$380.1K-$14.6K2026-10-16
Lexington Hill Partners, LLC
INCREASED1,5281,237+291+24%$314.1K$404.6K+$90.6K2026-10-13
Acorn Financial Advisory Services Inc
DECREASED1,5201,576-56-4%$400.2K$402.6K+$2.4K2026-11-02
CV Advisors LLC
UNCHANGED1,5101,51000%$383.5K$399.8K+$16.3K2026-10-13
Red Mountain Financial, LLC
UNCHANGED1,5091,50900%$383.3K$399.6K+$16.3K2026-11-03
Econ Financial Services Corp
UNCHANGED1,5011,50100%$381.1K$397.4K+$16.3K2026-10-19
Maryland Capital Advisors Inc.
INCREASED1,4981,448+50+3%$367.7K$396.6K+$28.8K2026-10-15
Seed Wealth Management, Inc.
UNCHANGED1,4931,49300%$379.2K$395.3K+$16.1K2026-10-20
Cortland Associates Inc
INCREASED1,4911,490+1+0%$378.0K$395.0K+$17.0K2026-10-29
Woodward Financial Advisors, Inc.
INCREASED1,4901,447+43+3%$367.5K$394.5K+$27.0K2026-10-19
Sound Financial Strategies Group, LLC
INCREASED1,4881,310+178+14%$332.7K$393.9K+$61.2K2026-10-30
Certior Financial Group, LLC
INCREASED1,4811,471+10+1%$373.6K$392.1K+$18.5K2026-10-19
MN Wealth Advisors, LLC
INCREASED1,4751,453+22+2%$369.1K$390.7K+$21.6K2026-10-23
Idaho Trust Co
INCREASED1,4741,457+17+1%$370.0K$390.2K+$20.2K2026-11-04
JAG Capital Management, LLC
UNCHANGED1,4721,47200%$374.0K$389.8K+$15.9K2026-11-06
Bullock Wealth Management Group
INCREASED1,4701,467+3+0%$372.7K$380.3K+$7.6K2026-10-09
WMG Financial Advisors, LLC
UNCHANGED1,4701,47000%$373.3K$373.3K$02026-10-28
Ashurst Perkins Coie Trust Co
INCREASED1,4691,451+18+1%$368.5K$388.9K+$20.4K2026-10-15
Legacy Financial Group, Inc.
INCREASED1,4631,337+126+9%$339.6K$387.3K+$47.8K2026-10-21
Kagan Cocozza Asset Management
DECREASED1,4621,582-120-8%$401.7K$387.0K-$14.7K2026-10-19
Hoese & Co LLP
DECREASED1,4551,611-156-10%$409.1K$385.2K-$24.0K2026-10-21
Nikulski Financial, Inc.
DECREASED1,4541,472-18-1%$373.8K$384.8K+$11.1K2026-11-06
Fiscal Wisdom Wealth Management, LLC
INCREASED1,4531,153+300+26%$292.8K$384.7K+$91.8K2026-10-16
Evolution Wealth Management Inc.
INCREASED1,4531,188+265+22%$301.7K$384.7K+$83.0K2026-10-28
R. W. Roge & Company, Inc.
DECREASED1,4531,455-20%$369.0K$385.0K+$16.0K2026-11-04
Sterling Investment Management, LLC
UNCHANGED1,4531,45300%$369.0K$384.7K+$15.6K2026-10-16
WealthSpring Partners, LLC
UNCHANGED1,4531,45300%$369.0K$384.7K+$15.6K2026-10-14
Brickley Wealth Management
INCREASED1,4481,403+45+3%$356.3K$383.3K+$27.0K2026-11-04
Main Street Group, LTD
DECREASED1,4403,455-2,015-58%$877.5K$381.3K-$496.2K2026-10-28
Horizon Financial Services, LLC
DECREASED1,4341,651-217-13%$419.3K$379.6K-$39.7K2026-11-04
Wolff Financial Management LLC
DECREASED1,4341,454-20-1%$369.4K$379.8K+$10.4K2026-10-23
Melfa Wealth Management, Inc.
INCREASED1,4321,068+364+34%$271.3K$379.2K+$107.9K2026-11-06
Dakota Community Bank & Trust NA
UNCHANGED1,4311,43100%$363.4K$378.8K+$15.4K2026-10-09
Wheelhouse Advisory Group LLC
DECREASED1,4283,608-2,180-60%$916.2K$377.9K-$538.3K2026-10-20
Alaska Wealth Advisors, LLC
NEW1,427—+1,427——$377.7K—2026-11-09
Lord & Richards Wealth Management, LLC
NEW1,421—+1,421——$376.2K—2026-10-14
Ulland Investment Advisors, LLC
DECREASED1,4201,481-61-4%$376$376.0K+$375.6K2026-10-13
ShankerValleau Wealth Advisors, Inc.
INCREASED1,4191,219+200+16%$309.6K$375.7K+$66.1K2026-10-16
Ehrlich Financial Group
INCREASED1,4161,082+334+31%$274.9K$374.8K+$99.8K2026-10-20
Integras Partners LLC
INCREASED1,4121,381+31+2%$350.8K$373.9K+$23.1K2026-10-30
J.M. Arbour, LLC
DECREASED1,4111,449-38-3%$368.0K$373.5K+$5.5K2026-11-05
Momentous Wealth Management, Inc.
DECREASED1,4101,414-40%$359.1K$373.3K+$14.2K2026-10-21
Briggs Wealth Management, Inc
UNCHANGED1,4101,41000%$358.1K$373.2K+$15.2K2026-10-26
Capricorn Fund Managers Ltd
DECREASED1,4001,700-300-18%$431.7K$370.6K-$61.1K2026-11-03
Keenan, LLC
INCREASED1,3991,323+76+6%$335.9K$370.3K+$34.4K2026-10-23
Willner & Heller, LLC
INCREASED1,3961,390+6+0%$353.1K$369.5K+$16.5K2026-10-28
Tenzing Financial LLC
INCREASED1,3951,376+19+1%$356.8K$354.1K-$2.8K2026-11-03
Eurizon SLJ Capital Ltd
DECREASED1,3931,473-80-5%$374.1K$368.8K-$5.3K2026-11-06
Conservest Capital Advisors, Inc.
INCREASED1,3901,280+110+9%$325.1K$368.1K+$43.0K2026-11-09
Serenity Investment Advisors
UNCHANGED1,3901,39000%$371.6K$368.0K-$3.7K2026-10-30
Meadowbrook Wealth Management, LLC
NEW1,387—+1,387——$367.2K—2026-10-08
Dutch Asset Corp
NEW1,385—+1,385——$366.7K—2026-10-20
Astra Wealth Partners LLC
INCREASED1,3851,325+60+5%$336.4K$366.6K+$30.2K2026-11-06
Landing Point Financial Group, LLC
INCREASED1,3841,365+19+1%$346.7K$366.4K+$19.7K2026-11-10
Grantvest Financial Group LLC
DECREASED1,3821,549-167-11%$393.4K$366.0K-$27.4K2026-10-21
Nearside Advisors, LLC
NEW1,378—+1,378——$364.8K—2026-10-20
Guidance Capital, Inc
DECREASED1,3771,552-175-11%$388.0K$372.6K-$15.4K2026-11-03
Cornerstone Wealth, LLC
INCREASED1,3751,289+86+7%$318.4K$362.7K+$44.3K2026-10-28
GenTrust, LLC
INCREASED1,3741,110+264+24%$281.9K$363.8K+$81.8K2026-11-06
Santori & Peters, Inc.
UNCHANGED1,3741,37400%$349.0K$363.8K+$14.8K2026-10-26
ACT Wealth Management, LLC
UNCHANGED1,3731,37300%$348.7K$363.5K+$14.8K2026-10-09
Arlington Financial Advisors, LLC
DECREASED1,3721,393-21-2%$353.7K$363.3K+$9.6K2026-10-19
Alessandra Capital Management, LLC
INCREASED1,3701,215+155+13%$308.6K$362.7K+$54.1K2026-10-30
5th Street Advisors, LLC
UNCHANGED1,3691,36900%$347.7K$362.4K+$14.7K2026-11-04
Reston Wealth Management LLC
DECREASED1,3641,377-13-1%$349.7K$361.2K+$11.5K2026-10-29
Northbridge Financial Group, LLC
DECREASED1,3631,433-70-5%$363.9K$347.3K-$16.7K2026-11-05
Lifelong Wealth Advisors, Inc.
INCREASED1,3621,343+19+1%$341.1K$360.6K+$19.5K2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED1,3611,406-45-3%$357.0K$360.3K+$3.3K2026-10-29
IMPACTfolio, LLC
UNCHANGED1,3611,36100%$345.7K$360.3K+$14.7K2026-10-28
Eaton-Cambridge Inc.
INCREASED1,3591,058+301+28%$268.7K$359.8K+$91.1K2026-11-10
Connable Office Inc
DECREASED1,3581,466-108-7%$372.3K$359.5K-$12.8K2026-11-10
Dynamic Wealth Strategies, LLC
INCREASED1,3561,348+8+1%$342.4K$359.0K+$16.6K2026-10-16
Granite FO LLC
UNCHANGED1,3561,35600%$344.4K$359.0K+$14.6K2026-10-14
jvl associates llc
INCREASED1,3551,305+50+4%$331.4K$358.7K+$27.3K2026-10-09
Wealth Group Ltd
UNCHANGED1,3551,35500%$344.2K$347.0K+$2.8K2026-10-07
Treasure Coast Financial Planning
INCREASED1,3501,347+3+0%$342.2K$357.4K+$15.2K2026-11-03
Johnson Financial Group, LLC
DECREASED1,3474,823-3,476-72%$1.2M$356.6K-$868.3K2026-11-03
Harbor Group, Inc.
NEW1,346—+1,346——$356.4K—2026-10-14
MKT Advisors LLC
DECREASED1,3391,613-274-17%$431.1K$343.5K-$87.6K2026-10-20
Rebalance, LLC
DECREASED1,3391,352-13-1%$343.4K$354.6K+$11.1K2026-10-22
ForthRight Wealth Management, LLC
INCREASED1,3371,300+37+3%$330.2K$353.9K+$23.8K2026-11-06
Main Line Retirement Advisors, LLC
INCREASED1,3351,334+1+0%$338.8K$353.4K+$14.6K2026-10-14
Aurora Private Wealth, Inc.
DECREASED1,3342,002-668-33%$508.0K$353.0K-$155.0K2026-10-20
DE Burlo Group Inc
UNCHANGED1,3331,33300%$338.5K$352.9K+$14.4K2026-11-05
Stanich Group LLC
UNCHANGED1,3321,33200%$338.3K$352.6K+$14.3K2026-10-16
Cabot Wealth Management Inc
DECREASED1,3301,537-207-13%$390.4K$352.0K-$38.4K2026-11-05
Theory Financial LLC
INCREASED1,3301,304+26+2%$331.2K$352.1K+$20.9K2026-11-09
Prasad Wealth Partners, LLC
INCREASED1,3291,327+2+0%$337.1K$351.9K+$14.8K2026-11-10
Gouws Capital LLC
UNCHANGED1,3281,32800%$337.3K$351.6K+$14.3K2026-10-09
Carolina Wealth Management Inc
UNCHANGED1,3281,32800%$337.4K$351.7K+$14.3K2026-10-29
Ridgeline Wealth Planning, LLC
INCREASED1,3271,067+260+24%$271.0K$351.3K+$80.3K2026-10-29
BCU Wealth Advisors, LLC
DECREASED1,3251,326-10%$336.9K$350.7K+$13.8K2026-10-16
M. Kulyk & Associates, LLC
DECREASED1,3241,941-617-32%$493.0K$350.5K-$142.4K2026-11-10
PFS Partners, LLC
INCREASED1,3241,319+5+0%$335.1K$350.4K+$15.3K2026-10-21
Lynch Investment Planning, LLC
DECREASED1,3191,339-20-1%$340.1K$349.3K+$9.2K2026-10-27
Financial Harvest, LLC
INCREASED1,3181,268+50+4%$322.1K$348.9K+$26.8K2026-10-15
Henderson Brothers Financial Partners, LLC
INCREASED1,3171,288+29+2%$327.1K$348.7K+$21.5K2026-11-03
Single Point Partners, LLC
INCREASED1,3091,264+45+4%$321.1K$346.7K+$25.5K2026-10-19
Schorn Wealth LLC
INCREASED1,3091,304+5+0%$331.1K$346.5K+$15.4K2026-10-14
Financial Enhancement Group LLC
DECREASED1,3081,309-10%$332.4K$338.1K+$5.6K2026-10-08
Entrewealth, LLC
INCREASED1,3071,161+146+13%$298.4K$346.0K+$47.7K2026-10-14
Petersen Hastings Wealth Advisors Inc.
INCREASED1,3041,189+115+10%$302.0K$345.2K+$43.3K2026-10-27
Seelaus Asset Management LLC
DECREASED1,3021,602-300-19%$406.9K$344.7K-$62.2K2026-10-14
Elevated Capital Advisors, LLC
DECREASED1,3014,263-2,962-69%$1.1M$344.5K-$738.3K2026-11-04
Madrona Financial Services, LLC
UNCHANGED1,3001,30000%$330.2K$344.2K+$14.0K2026-10-23
Spectrum Planning & Advisory Services Inc.
INCREASED1,2981,282+16+1%$325.5K$343.5K+$18.0K2026-11-05
Kelly Financial Group LLC
DECREASED1,2981,308-10-1%$332.2K$343.7K+$11.5K2026-10-16
BAM Wealth Management, LLC
INCREASED1,2961,233+63+5%$313.1K$343.1K+$30.0K2026-10-15
Share Andrew L.
NEW1,293—+1,293——$342.3K—2026-11-06
Equity Investment Corp
DECREASED1,2901,671-381-23%$424.3K$341.5K-$82.8K2026-11-04
Capital Investment Counsel, LLC
UNCHANGED1,2901,29000%$327.6K$341.5K+$13.9K2026-10-14
Financial Planning Navigators Corp
INCREASED1,2891,136+153+13%$288.6K$341.3K+$52.7K2026-10-14
Ballast Rock Private Wealth LLC
UNCHANGED1,2871,28700%$326.9K$340.8K+$13.9K2026-10-26
Centerline Wealth Advisors, LLC
UNCHANGED1,2821,28200%$325.7K$339.3K+$13.6K2026-10-15
Roan Capital Partners
INCREASED1,281859+422+49%$218.2K$339.1K+$121.0K2026-10-09
Briaud Financial Planning Inc
INCREASED1,2811,231+50+4%$312.6K$339.1K+$26.5K2026-10-20
Independence Wealth Advisors, LLC
UNCHANGED1,2811,28100%$325.3K$339.3K+$14.0K2026-10-29
Avid Wealth Partners LLC
INCREASED1,2801,235+45+4%$313.7K$338.9K+$25.2K2026-11-03
HRC Wealth Management, LLC
INCREASED1,2791,239+40+3%$314.6K$338.5K+$23.9K2026-10-16
Bank Hapoalim BM
INCREASED1,2781,238+40+3%$314.0K$338.0K+$24.0K2026-11-10
Wealthgarden F.S. LLC
INCREASED1,277874+403+46%$222.0K$338.2K+$116.2K2026-11-09
Peterson Wealth Advisors, LLC
INCREASED1,2761,225+51+4%$311.1K$337.8K+$26.6K2026-10-08
Strategic Advisors LLC
INCREASED1,272867+405+47%$220.2K$336.9K+$116.6K2026-10-13
Chris Bulman Inc
DECREASED1,2701,353-83-6%$343.8K$336.1K-$7.8K2026-10-20
Quantum Private Wealth, LLC
UNCHANGED1,2701,27000%$322.5K$336.2K+$13.7K2026-10-20
Oasis Advisors, LLC
NEW1,269—+1,269——$335.9K—2026-10-16
Austin Asset Management Co Inc
INCREASED1,2681,111+157+14%$282.2K$335.7K+$53.5K2026-10-29
10Elms LLP
INCREASED1,2631,183+80+7%$300.3K$334.2K+$33.9K2026-11-06
tru Independence LLC
INCREASED1,2621,249+13+1%$317.2K$334.2K+$17.0K2026-10-20
Planning Strategies Inc.
INCREASED1,2591,247+12+1%$316.7K$333.3K+$16.6K2026-10-02
Heritage OAK Wealth Advisors LLC
DECREASED1,2581,748-490-28%$443.9K$333.1K-$110.8K2026-10-14
Catherine Avery Investment Management LLC
UNCHANGED1,2571,25700%$319.2K$332.8K+$13.5K2026-10-14
Riggs Asset Managment Co. Inc.
INCREASED1,2551,169+86+7%$296.9K$332.2K+$35.4K2026-11-05
C2c Wealth Management, LLC
UNCHANGED1,2541,25400%$318.4K$331.9K+$13.5K2026-10-20
Hurley Capital, LLC
INCREASED1,2501,247+3+0%$316.8K$331.1K+$14.3K2026-11-05
Sima Wealth Partners, LLC
UNCHANGED1,2501,25000%$317.5K$330.9K+$13.5K2026-10-19
Petros Family Wealth, LLC
INCREASED1,2471,208+39+3%$306.8K$330.1K+$23.3K2026-10-28
Level Wealth Management LLC
INCREASED1,2441,181+63+5%$300.0K$329.4K+$29.4K2026-10-23
Next Level Wealth Planning, LLC
DECREASED1,2441,245-10%$316.2K$329.3K+$13.1K2026-10-29
Grove Street Fiduciary, LLC
UNCHANGED1,2431,24300%$315.7K$329.1K+$13.4K2026-10-13
Elevated Financial Group LLC
INCREASED1,2411,162+79+7%$295.1K$328.5K+$33.4K2026-10-16
Foronjy Financial LLC
DECREASED1,2411,310-69-5%$332.6K$328.4K-$4.2K2026-10-14
Beirne Wealth Consulting Services, LLC
INCREASED1,237867+370+43%$220.2K$327.5K+$107.3K2026-10-19
Peak Financial Management, Inc.
INCREASED1,2361,136+100+9%$288.6K$327.4K+$38.8K2026-10-16
JMG Financial Group, Ltd.
DECREASED1,2351,259-24-2%$319.6K$326.8K+$7.2K2026-11-10
Clay Northam Wealth Management, LLC
INCREASED1,2341,049+185+18%$266.4K$326.7K+$60.3K2026-10-13
Hibernia Wealth Partners, LLC
INCREASED1,2311,126+105+9%$286.0K$326.0K+$40.0K2026-10-29
Juncture Wealth Strategies, LLC
INCREASED1,2291,228+1+0%$311.9K$325.4K+$13.5K2026-10-06
Atlatl Advisers LLC
INCREASED1,2281,186+42+4%$301.2K$325.1K+$23.9K2026-10-22
Markowski Investments
DECREASED1,2281,237-9-1%$314.1K$325.2K+$11.2K2026-10-30
Israel Discount Bank of New York
UNCHANGED1,2231,22300%$310.6K$323.8K+$13.2K2026-10-14
Inlight Wealth Management, LLC
NEW1,222—+1,222——$323.5K—2026-10-21
ASL Financial, LLC
DECREASED1,2221,262-40-3%$320.5K$323.5K+$3.0K2026-10-15
Cornerstone Wealth Advisors, Inc.
INCREASED1,2201,116+104+9%$283.4K$323.1K+$39.7K2026-10-16
Shelton Wealth Management, LLC
INCREASED1,2201,192+28+2%$302.7K$322.9K+$20.2K2026-10-16
Symphony Financial Services, Inc.
UNCHANGED1,2201,22000%$309.9K$323.0K+$13.1K2026-11-09
McClarren Financial Advisors, Inc.
INCREASED1,2191,217+2+0%$309.1K$322.8K+$13.7K2026-10-15
Kozak & Associates, Inc.
DECREASED1,2151,219-40%$309.5K$329.4K+$19.9K2026-10-29
SRH Advisors, LLC
UNCHANGED1,2141,21400%$308.3K$321.4K+$13.1K2026-10-22
Wealth Advisory Team LLC
DECREASED1,2121,280-68-5%$325.2K$320.8K-$4.4K2026-11-05
15 Wealth Advisors LLC
NEW1,210—+1,210——$320.4K—2026-10-14
Kingdom Financial Group Llc.
INCREASED1,2071,027+180+18%$260.8K$319.6K+$58.8K2026-11-04
Vanguard Capital Wealth Advisors
INCREASED1,2071,191+16+1%$302.5K$319.5K+$17.1K2026-10-16
OAK Ridge Investments LLC
NEW1,203—+1,203——$318.5K—2026-10-30
Redwood Park Advisors LLC
INCREASED1,202915+287+31%$232.4K$318.1K+$85.8K2026-11-02
MAD River Investors
UNCHANGED1,2001,20000%$304.8K$317.7K+$12.9K2026-10-27
Perkins Capital Management Inc
UNCHANGED1,2001,20000%$304.8K$317.7K+$12.9K2026-11-02
Dahring | Cusmano LLC
NEW1,199—+1,199——$317.4K—2026-11-03
Sharkey, Howes & Javer
INCREASED1,1971,162+35+3%$295.1K$316.9K+$21.8K2026-10-22
Denver PWM, LLC
UNCHANGED1,1971,19700%$311.7K$316.9K+$5.3K2026-10-22
Abound Wealth Management
INCREASED1,194630+564+90%$160.1K$316.1K+$156.0K2026-10-26
Mascoma Wealth Management LLC
DECREASED1,1941,203-9-1%$305.5K$316.1K+$10.6K2026-10-23
Tenon Financial LLC
INCREASED1,1931,119+74+7%$284.1K$315.8K+$31.6K2026-10-14
RPS Advisory Solutions LLC
INCREASED1,1921,096+96+9%$278.3K$315.6K+$37.3K2026-11-09
Advisory Resource Group
INCREASED1,1911,114+77+7%$282.9K$315.3K+$32.4K2026-10-26
Foundation Resource Management Inc
DECREASED1,1901,215-25-2%$308.6K$315.0K+$6.5K2026-10-19
Teamwork Financial Advisors, LLC
DECREASED1,1861,568-382-24%$398.2K$314.0K-$84.2K2026-10-19
LifeGoal Investments, LLC
INCREASED1,1811,041+140+13%$264.4K$312.7K+$48.3K2026-10-09
Hill Island Financial LLC
UNCHANGED1,1811,18100%$299.9K$312.7K+$12.7K2026-10-20
DecisionPoint Financial, LLC
INCREASED1,178442+736+167%$112.3K$304.7K+$192.4K2026-10-27
Mach-1 Financial Group, LLC
INCREASED1,178806+372+46%$204.7K$311.9K+$107.2K2026-11-06
Core Wealth Management, Inc.
DECREASED1,1771,254-77-6%$318.5K$311.6K-$6.9K2026-10-22
Prudent Man Advisors, LLC
NEW1,175—+1,175——$311.1K—2026-11-03
Sollinda Capital Management LLC
DECREASED1,1751,451-276-19%$368.5K$311.1K-$57.4K2026-11-09
Pacific Asset Management, LLC
NEW1,174—+1,174——$310.8K—2026-10-15
Advus Financial Partners, LLC
DECREASED1,1721,495-323-22%$379.8K$310.2K-$69.6K2026-10-20
Headland Capital, LLC
INCREASED1,1681,158+10+1%$294.1K$309.2K+$15.1K2026-11-06
WestHill Financial Advisors, Inc.
DECREASED1,1661,200-34-3%$304.8K$308.7K+$3.9K2026-10-14
Aafmaa Wealth Management & Trust LLC
NEW1,165—+1,165——$308.4K—2026-10-14
Destiny Wealth Partners, LLC
DECREASED1,1631,615-452-28%$414.0K$314.7K-$99.3K2026-11-05
Greenhouse Wealth Management, LLC
UNCHANGED1,1591,15900%$294.3K$306.8K+$12.5K2026-10-20
Walser Wealth Management Company, A Ltd Liability Co
INCREASED1,1571,019+138+14%$258.9K$306.2K+$47.3K2026-10-15
Orgel Wealth Management, LLC
DECREASED1,1561,322-166-13%$335.7K$306.0K-$29.7K2026-10-14
Sentinel Pension Advisors, LLC
NEW1,144—+1,144——$302.9K—2026-11-02
Yoder Wealth Management, Inc.
DECREASED1,1411,185-44-4%$301.0K$302.1K+$1.1K2026-10-13
Brown Wealth Management, LLC
INCREASED1,1401,075+65+6%$273.0K$301.8K+$28.8K2026-10-20
Imc-Chicago, LLC
NEW1,138—+1,138——$301.3K—2026-11-05
Verde Capital Management
INCREASED1,1381,136+2+0%$288.6K$301.5K+$12.9K2026-10-28
WT Wealth Management
UNCHANGED1,1381,13800%$289.0K$301.3K+$12.3K2026-10-13
Topel & Distasi Wealth Management, LLC
DECREASED1,1361,198-62-5%$304.3K$300.7K-$3.5K2026-11-05
Marquette Asset Management, LLC
INCREASED1,135935+200+21%$237.5K$300.5K+$63.0K2026-10-09
Warburton Capital Management, LLC
INCREASED1,1321,006+126+13%$255.0K$301.3K+$46.3K2026-11-06
Penobscot Wealth Management
INCREASED1,1321,047+85+8%$265.9K$299.7K+$33.7K2026-10-21
Dupree Financial Group, LLC
UNCHANGED1,1311,13100%$287.2K$299.4K+$12.2K2026-10-09
Friday Financial
INCREASED1,1271,062+65+6%$283.9K$291.6K+$7.7K2026-10-09
Blue Square Asset Management, LLC
UNCHANGED1,1271,12700%$286.3K$298.4K+$12.1K2026-11-02
University of Texas S AM Investment Management Co
DECREASED1,1261,678-552-33%$426.2K$298.1K-$128.1K2026-11-03
Curran Financial Partners, LLC
INCREASED1,124810+314+39%$205.8K$297.4K+$91.7K2026-11-04
Hughes Financial Services, LLC
INCREASED1,1241,052+72+7%$267.1K$309.4K+$42.3K2026-10-30
TrustWell Financial Advisors, LLC
INCREASED1,1211,110+11+1%$282.0K$296.9K+$14.9K2026-10-15
Farrow Financial, Inc.
UNCHANGED1,1201,12000%$284.4K$296.5K+$12.1K2026-10-30
Objective Capital Management, LLC
UNCHANGED1,1201,12000%$284.5K$296.6K+$12.1K2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
DECREASED1,1151,127-12-1%$286.2K$295.3K+$9.0K2026-10-28
Strathmore Capital Advisors, Inc.
DECREASED1,1141,225-111-9%$307.0K$307.7K+$7392026-11-09
Cherry Creek Investment Advisors, Inc.
INCREASED1,1131,108+5+0%$281.4K$294.7K+$13.3K2026-10-14
E6 Portfolios, LLC
INCREASED1,1091,105+4+0%$280.7K$293.6K+$12.9K2026-10-26
GreatBanc Trust Co
INCREASED1,1081,085+23+2%$275.6K$293.3K+$17.8K2026-11-04
Adirondack Capital Advisors, LLC
UNCHANGED1,1081,10800%$281.4K$293.3K+$11.9K2026-10-09
Daviman Financial, LLC
DECREASED1,1071,114-7-1%$283.0K$293.0K+$10.0K2026-11-06
TFB Advisors LLC
NEW1,103—+1,103——$292.0K—2026-11-02
True Link Financial Advisors, LLC
INCREASED1,1011,071+30+3%$272.0K$291.5K+$19.5K2026-10-27
Westwood Wealth Management
DECREASED1,1001,397-297-21%$354.8K$291.2K-$63.6K2026-10-29
Defender Capital, Llc.
UNCHANGED1,1001,10000%$279.4K$291.2K+$11.8K2026-10-01
Tidemark, LLC
INCREASED1,0951,056+39+4%$268.1K$290.0K+$21.8K2026-11-09
Williams & Novak Wealth Management, LLC
DECREASED1,0941,643-549-33%$417.3K$289.6K-$127.6K2026-10-09
Narus Financial Partners, LLC
INCREASED1,0931,024+69+7%$260.1K$289.4K+$29.3K2026-10-19
Arlington Trust Co LLC
INCREASED1,092771+321+42%$195.8K$289.1K+$93.3K2026-10-20
Legacy Financial Group LLC
INCREASED1,0921,090+2+0%$276.8K$289.2K+$12.3K2026-11-10
Conrad Siegel Investment Advisors, Inc.
INCREASED1,0891,042+47+5%$264.6K$288.3K+$23.7K2026-10-08
Midwest Financial Partners Investments, Inc.
DECREASED1,0871,293-206-16%$328.4K$287.8K-$40.6K2026-10-08
Junk Investment Group, LLC
INCREASED1,0871,062+25+2%$269.7K$287.8K+$18.1K2026-10-19
Mezzasalma Advisors, LLC
INCREASED1,0841,050+34+3%$266.6K$286.9K+$20.3K2026-10-14
Discipline Wealth Solutions, LLC
INCREASED1,0841,054+30+3%$267.7K$287.0K+$19.3K2026-10-14
Compass Financial Group, Inc.
INCREASED1,0821,052+30+3%$267.2K$286.4K+$19.3K2026-11-06
Clear Retirement Advice LLC
UNCHANGED1,0821,08200%$274.8K$286.4K+$11.7K2026-10-22
JDH Wealth Management, LLC
INCREASED1,0801,068+12+1%$271.2K$285.9K+$14.7K2026-10-20
Pettinga Financial Advisors LLC
INCREASED1,0791,063+16+2%$270.0K$285.6K+$15.6K2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED1,0751,417-342-24%$359.8K$284.7K-$75.1K2026-10-26
Asset Allocation Strategies LLC
INCREASED1,0751,041+34+3%$264.4K$284.7K+$20.3K2026-10-20
Avalon Capital Management
UNCHANGED1,0751,07500%$273.0K$284.6K+$11.6K2026-11-04
Grand Wealth Management, LLC
INCREASED1,073790+283+36%$200.6K$284.1K+$83.4K2026-11-09
Strategic Point Investment Advisors, LLC
UNCHANGED1,0731,07300%$272.5K$284.1K+$11.6K2026-10-29
Kraematon Investment Advisors, Inc
UNCHANGED1,0721,07200%$272.2K$283.7K+$11.5K2026-11-02
JBR Co Financial Management Inc
UNCHANGED1,0721,07200%$272.3K$272.3K+$112026-10-13
RCW Management, LLC
UNCHANGED1,0721,07200%$272.3K$283.8K+$11.5K2026-10-30
Cordoba Advisory Partners LLC
INCREASED1,071802+269+34%$204.8K$284.2K+$79.4K2026-10-19
PVG Asset Management Corp
UNCHANGED1,0701,07000%$271.6K$283.1K+$11.5K2026-10-19
Brian LOW Financial Group, LLC
INCREASED1,0671,055+12+1%$267.8K$282.7K+$14.9K2026-10-28
Oak Wealth Advisors LLC
NEW1,062—+1,062——$281.2K—2026-11-09
Salus Financial Advisors, LLC
INCREASED1,062904+158+17%$229.6K$281.2K+$51.6K2026-10-20
Cairn Investment Group, Inc.
UNCHANGED1,0601,06000%$269.0K$281.0K+$12.0K2026-11-04
Power Wealth Management LLC
NEW1,059—+1,059——$280.4K—2026-10-27
Accelerate Investment Advisors LLC
DECREASED1,0591,176-117-10%$298.7K$280.3K-$18.4K2026-11-02
First Financial Group Corp
INCREASED1,0551,046+9+1%$265.8K$279.5K+$13.7K2026-10-22
Intrinsic Value Partners, LLC
UNCHANGED1,0551,05500%$267.8K$279.2K+$11.4K2026-11-09
Sacks & Associates, LLC
UNCHANGED1,0541,05400%$270.2K$279.0K+$8.8K2026-10-09
Bright Financial Advisors, Inc.
INCREASED1,0531,052+1+0%$267.3K$278.6K+$11.3K2026-10-23
Prossimo Advisors, LLC
DECREASED1,0531,054-10%$267.7K$278.8K+$11.1K2026-11-09
Capital Wealth Alliance, LLC
UNCHANGED1,0531,05300%$267.4K$278.8K+$11.3K2026-10-20
Kooman & Associates
INCREASED1,051998+53+5%$253.5K$278.2K+$24.8K2026-10-21
Nottingham Advisors, Inc.
UNCHANGED1,0511,05100%$261.5K$271.9K+$10.3K2026-10-29
Foundation Wealth Management, LLC
NEW1,050—+1,050——$278.2K—2026-10-22
Fee-Only Financial Planning, L.C.
UNCHANGED1,0501,05000%$266.7K$278.0K+$11.3K2026-10-23
Wellington Grp LLC
INCREASED1,047910+137+15%$231.1K$277.2K+$46.1K2026-11-06
Proactive Wealth Strategies LLC
INCREASED1,0471,005+42+4%$255.5K$277.2K+$21.7K2026-11-09
BCS Private Wealth Management, Inc.
NEW1,046—+1,046——$276.9K—2026-11-09
Luminvest Wealth Management LLC
DECREASED1,0451,950-905-46%$505.6K$273.9K-$231.7K2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED1,0451,024+21+2%$260.1K$276.7K+$16.6K2026-10-29
Guidance Point Advisors, LLC
DECREASED1,0431,066-23-2%$271.1K$276.7K+$5.6K2026-10-15
Bonfire Financial
INCREASED1,0431,038+5+0%$263.5K$276.1K+$12.5K2026-11-06
Olistico Wealth, LLC
DECREASED1,0411,541-500-32%$391.4K$275.6K-$115.8K2026-10-05
Pinnacle Financial Group, LLC / IL
INCREASED1,041931+110+12%$236.3K$275.7K+$39.3K2026-10-29
Ridgeline Wealth, LLC
INCREASED1,0401,006+34+3%$255.4K$258.4K+$3.1K2026-10-14
R2 Capital Strategies, LLC
DECREASED1,0361,148-112-10%$291.5K$274.3K-$17.3K2026-10-15
Triune Financial Partners, LLC
INCREASED1,035998+37+4%$253.5K$274.0K+$20.4K2026-11-03
ACT Advisors, Llc.
INCREASED1,032815+217+27%$206.9K$273.2K+$66.3K2026-10-15
Waycross Investment Management Co
UNCHANGED1,0321,03200%$262.1K$273.2K+$11.1K2026-10-14
David J Yvars Group
DECREASED1,0291,038-9-1%$263.7K$272.3K+$8.6K2026-10-09
Monument Group Wealth Advisors, LLC
NEW1,028—+1,028——$272.2K—2026-10-21
Alpha Advisors, LLC
UNCHANGED1,0281,02800%$261.1K$272.2K+$11.1K2026-10-19
Clarity Asset Management, Inc.
INCREASED1,0261,021+5+0%$259.3K$271.6K+$12.3K2026-10-14
Whitcomb & Hess, Inc.
INCREASED1,0261,023+3+0%$259.8K$271.7K+$11.9K2026-10-07
Hudson Capital Management LLC
UNCHANGED1,0261,02600%$260.6K$271.6K+$11.1K2026-10-20
Howard Bailey Securities, LLC
DECREASED1,0251,055-30-3%$267.9K$271.4K+$3.4K2026-10-27
Eagle Capital Management, LLC
UNCHANGED1,0251,02500%$260$271.0K+$270.7K2026-10-19
Prism Advisors, Inc.
UNCHANGED1,0251,02500%$260.3K$262.9K+$2.6K2026-10-09
Consolidated Capital Management, LLC
UNCHANGED1,0201,02000%$259.1K$270.0K+$11.0K2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED1,0141,355-341-25%$344.0K$268.4K-$75.6K2026-10-30
Good Steward Wealth Advisors,LLC
DECREASED1,0141,198-184-15%$304.3K$268.4K-$35.8K2026-11-06
DeLarme Wealth Management, Inc.
INCREASED1,014935+79+8%$237.5K$268.4K+$31.0K2026-10-30
Center for Wealth Management Advisory
DECREASED1,01310,457-9,444-90%$2.7M$268.2K-$2.4M2026-10-23
NBZ Investment Advisors LLC
UNCHANGED1,0121,01200%$257.0K$267.9K+$10.9K2026-10-30
Cox Capital Mgt LLC
UNCHANGED1,0021,00200%$254.5K$265.3K+$10.8K2026-10-07
Cherokee Insurance Co
UNCHANGED1,0001,00000%$254.0K$264.7K+$10.8K2026-11-05
Basso Capital Management, L.P.
INCREASED999875+124+14%$222.2K$264.5K+$42.2K2026-10-30
Cowa, LLC
INCREASED999998+1+0%$253.5K$264.5K+$11.0K2026-10-30
Tribridge Partners Financial LLC
DECREASED9971,922-925-48%$511.2K$269.7K-$241.4K2026-11-09
Payne Capital Management, LLC
DECREASED9951,127-132-12%$286.1K$277.0K-$9.1K2026-11-09
SL Advisors, LLC
DECREASED9941,074-80-7%$272.8K$263.2K-$9.6K2026-10-13
Able Wealth Management LLC
DECREASED9881,172-184-16%$297.7K$250.0K-$47.8K2026-10-13
Sensible Money, LLC
INCREASED988861+127+15%$218.6K$261.7K+$43.1K2026-10-20
Richmond Investment Services, LLC
NEW987—+987——$261.2K—2026-10-29
Leading Edge Financial Planning LLC
DECREASED9861,045-59-6%$265.4K$261.0K-$4.4K2026-10-23
Stone Wealth Partners
NEW984—+984——$261.9K—2026-11-05
25 LLC
DECREASED9841,157-173-15%$294.0K$260.6K-$33.3K2026-10-13
Greater Midwest Financial Group, LLC
INCREASED983975+8+1%$247.7K$260.4K+$12.6K2026-10-13
Lionshead Wealth Management, LLC
INCREASED981970+11+1%$246.5K$259.9K+$13.4K2026-10-21
Montchanin Asset Management, LLC
INCREASED980850+130+15%$216.0K$259.0K+$43.0K2026-11-02
Stegent Equity Advisors, Inc.
UNCHANGED97997900%$248.7K$259.2K+$10.5K2026-10-13
Cherry Tree Wealth Management, LLC
INCREASED978976+2+0%$248.0K$258.9K+$10.9K2026-10-15
Friedenthal Financial
INCREASED97756+921+1645%$14.3K$258.8K+$244.5K2026-10-27
Kelsey Financial, LLC
DECREASED975985-10-1%$250.2K$258.1K+$8.0K2026-10-28
International Private Wealth Advisors LLC
NEW974—+974——$257.8K—2026-11-05
Rakuten Securities, Inc.
DECREASED9742,241-1,267-57%$569.1K$257.9K-$311.3K2026-11-02
Mallini Complete Financial Planning LLC
INCREASED974922+52+6%$234.2K$257.9K+$23.7K2026-10-06
Continuum Wealth Advisors, LLC
DECREASED972998-26-3%$253.5K$257.3K+$3.9K2026-10-20
Opulen Financial Group LLC
INCREASED969920+49+5%$233.7K$256.5K+$22.8K2026-10-22
Squire Investment Management Company, LLC
DECREASED969989-20-2%$251.3K$256.5K+$5.2K2026-11-03
Oliver Luxxe Assets LLC
DECREASED9671,059-92-9%$268.9K$255.9K-$13.0K2026-10-14
Phillip James Consulting Co.
UNCHANGED96696600%$245.3K$255.7K+$10.4K2026-11-03
Kondo Wealth Advisors, Inc.
INCREASED962952+10+1%$242.0K$254.9K+$12.9K2026-10-19
NorthAvenue LLC
DECREASED9591,141-182-16%$289.7K$253.9K-$35.9K2026-10-29
Kings Path Partners LLC
DECREASED9581,099-141-13%$279.1K$253.6K-$25.5K2026-10-21
Altar Rock LLC
INCREASED958917+41+4%$232.9K$250.5K+$17.6K2026-11-06
Kure Advisory, LLC
INCREASED958943+15+2%$239.5K$253.6K+$14.1K2026-10-08
Foundry Financial LLC
NEW957—+957——$253.4K—2026-10-16
Clark Financial Services Group Inc
INCREASED957914+43+5%$232.2K$253.3K+$21.1K2026-10-19
Palatine Hill Wealth Management, LLC
INCREASED957932+25+3%$236.7K$253.5K+$16.9K2026-11-03
Safir Wealth Advisors, LLC
UNCHANGED95795700%$243.0K$253.4K+$10.3K2026-10-16
Marotta Asset Management
DECREASED9561,085-129-12%$275.6K$253.1K-$22.5K2026-10-02
Campbell Newman Asset Management Inc
UNCHANGED95595500%$242.5K$252.8K+$10.3K2026-10-22
Lockerman Financial Group, Inc.
DECREASED9511,044-93-9%$265.1K$251.8K-$13.4K2026-10-19
Miller Global Investments, LLC
UNCHANGED95195100%$241.6K$251.8K+$10.2K2026-10-02
Gainline Financial Partners, LLC
DECREASED950958-8-1%$243.2K$251.5K+$8.3K2026-10-15
Richardson Financial Services Inc.
DECREASED9491,003-54-5%$254.7K$251.2K-$3.5K2026-10-30
eCIO, Inc.
INCREASED949933+16+2%$237.0K$241.8K+$4.8K2026-11-02
Droms Strauss Advisors Inc
UNCHANGED94994900%$240.9K$251.3K+$10.4K2026-11-03
MontVue Capital Management, Inc.
DECREASED942973-31-3%$247.1K$249.4K+$2.3K2026-10-19
Todd Wealth Management, LLC
DECREASED937956-19-2%$242.7K$248.0K+$5.3K2026-10-19
Intelligent Financial Strategies
INCREASED936935+1+0%$237.5K$247.8K+$10.4K2026-10-16
Three Seasons Wealth, LLC
INCREASED934930+4+0%$236.2K$247.3K+$11.1K2026-11-03
Apeiron RIA LLC
DECREASED9321,011-79-8%$256.7K$241.1K-$15.6K2026-10-08
Capstone Capital Management Ltd
NEW930—+930——$246.2K—2026-10-21
Southern Financial Group, LLC
DECREASED9301,004-74-7%$255.1K$246.5K-$8.7K2026-10-30
Harbor Asset Planning, Inc.
INCREASED930929+1+0%$236.1K$246.3K+$10.3K2026-10-23
Cypress Financial Planning LLC
INCREASED928897+31+3%$227.7K$245.6K+$17.9K2026-10-09
Bestgate Wealth Advisors, LLC
DECREASED927958-31-3%$243.3K$245.3K+$2.0K2026-10-13
Insight Wealth Strategies, LLC
INCREASED925850+75+9%$215.9K$244.9K+$29.0K2026-10-09
Wernau Asset Management Inc.
UNCHANGED92492400%$234.7K$244.6K+$10.0K2026-10-19
Factor Wealth Management LTD
DECREASED922976-54-6%$247.9K$244.1K-$3.8K2026-10-08
Wealth Management Nebraska
NEW920—+920——$243.6K—2026-10-26
Juno Financial Group LLC
INCREASED920825+95+12%$209.6K$243.5K+$33.9K2026-10-27
ERn Financial, LLC
INCREASED919831+88+11%$211.2K$243.5K+$32.3K2026-10-28
Climber Capital SA
UNCHANGED91591500%$231.9K$229.7K-$2.2K2026-10-20
Boyum Wealth Architects LLC
UNCHANGED91591500%$235.9K$234.3K-$1.6K2026-10-06
Mustard Seed Financial, LLC
DECREASED9131,019-106-10%$258.7K$241.6K-$17.1K2026-10-30
Demming Financial Services Corp
INCREASED913894+19+2%$226.9K$241.6K+$14.7K2026-11-09
Cookson Peirce & Co Inc
DECREASED9121,432-520-36%$363.7K$241.4K-$122.2K2026-10-30
Stone House Investment Management, LLC
INCREASED912393+519+132%$99.7K$241.4K+$141.7K2026-10-23
LifeGuide Financial Advisors, LLC
INCREASED911910+1+0%$231.1K$241.1K+$10.0K2026-10-20
Silver Oak Advisory Group, Inc.
DECREASED9091,200-291-24%$304.0K$240.6K-$63.4K2026-11-06
WealthTrust Asset Management, LLC
INCREASED905903+2+0%$229.4K$239.6K+$10.2K2026-10-22
Sfam, LLC
UNCHANGED90290200%$229.1K$238.8K+$9.7K2026-11-03
John Boyer, Inc.
INCREASED900890+10+1%$225.7K$238.6K+$12.8K2026-10-27
Johnson Wealth Management, LLC
INCREASED899822+77+9%$208.8K$238.0K+$29.3K2026-11-09
Global View Capital Management LLC
DECREASED898920-22-2%$233.7K$237.7K+$4.1K2026-10-28
Valpey Financial Services, LLC
UNCHANGED89789700%$227.8K$237.5K+$9.7K2026-10-30
Boyer Financial Services, Inc.
INCREASED895894+1+0%$235.2K$236.9K+$1.8K2026-10-23
New Perspectives, Inc
UNCHANGED89389300%$226.9K$236.5K+$9.6K2026-10-14
Yardley Wealth Management LLC
NEW891—+891——$235.8K—2026-10-23
Virtus Advisers, LLC
DECREASED8911,368-477-35%$347.4K$235.9K-$111.5K2026-11-09
Bluesphere Advisors LLC
INCREASED889887+2+0%$225.3K$235.3K+$9.9K2026-10-19
Palacios Wealth Management, LLC
NEW884—+884——$234.0K—2026-11-04
Capital Squared Financial LLC
DECREASED882888-6-1%$225.5K$233.4K+$7.9K2026-10-30
Sensenig Capital Advisors, Inc
DECREASED8801,484-604-41%$376.9K$233.0K-$143.9K2026-10-23
Compass Wealth Management, LLC
DECREASED8801,366-486-36%$347.0K$233.1K-$113.9K2026-10-30
LFG Wealth Partners, LLC
NEW879—+879——$232.8K—2026-10-28
Drum Hill Capital, LLC
UNCHANGED87887800%$223.0K$232.4K+$9.5K2026-10-20
Sentinel Advisory Group, LLC
UNCHANGED87787700%$222.7K$232.2K+$9.4K2026-10-20
SwitchPoint Financial Planning, LLC
DECREASED8731,115-242-22%$283.1K$231.1K-$52.0K2026-11-02
McGrath & Associates, Inc.
NEW870—+870——$230.3K—2026-10-27
Omnitrust Wealth Management, Inc
NEW870—+870——$230.3K—2026-11-02
Bay Capital Advisors, LLC
UNCHANGED87087000%$220.9K$230.2K+$9.4K2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
INCREASED868865+3+0%$219.7K$229.8K+$10.1K2026-10-28
Kaizen Financial Strategies
DECREASED861867-6-1%$220.1K$227.9K+$7.8K2026-10-09
Christensen, King & Associates Investment Services, Inc.
NEW859—+859——$227.4K—2026-10-22
Integrity Wealth Partners, LLC
NEW858—+858——$227.0K—2026-10-14
Bradley & Co. Private Wealth Management, LLC
DECREASED8581,024-166-16%$260.1K$227.1K-$32.9K2026-10-23
Heritage Wealth Management, Inc. s
DECREASED858992-134-14%$252.0K$227.0K-$25.0K2026-11-06
Northern Lights Advisors, Inc.
DECREASED857873-16-2%$221.7K$226.9K+$5.2K2026-10-21
White Wing Wealth Management
INCREASED855828+27+3%$210.3K$226.4K+$16.1K2026-11-09
Arwa LLC
NEW853—+853——$212.1K—2026-10-21
Northwest Wealth Advisors, LLC
UNCHANGED85185100%$216.1K$225.3K+$9.2K2026-11-02
Align Financial, LLC
DECREASED850892-42-5%$226.5K$225.0K-$1.5K2026-10-16
Peninsula Asset Management Inc
UNCHANGED85085000%$215.9K$225.0K+$9.2K2026-11-10
Sustainable Insight Capital Management, LLC
NEW848—+848——$224.5K—2026-11-06
Tuttle Capital Management, LLC
NEW848—+848——$224.5K—2026-10-21
Hillcrest Wealth Advisors - NY, LLC
DECREASED847932-85-9%$236.7K$224.2K-$12.5K2026-10-22
Gutierrez Wealth Advisory, LLC
INCREASED847799+48+6%$202.8K$224.4K+$21.5K2026-11-02
Members Advisory Group LLC
INCREASED846844+2+0%$214.3K$224.0K+$9.7K2026-11-09
Financially Speaking Inc
DECREASED841891-50-6%$217.8K$222.6K+$4.9K2026-11-05
Altium Investment Strategies LLC
NEW840—+840——$208.8K—2026-10-20
USAdvisors Wealth Management, LLC
DECREASED840855-15-2%$217.0K$222.0K+$5.0K2026-10-21
Kraft, Davis & Associates, LLC
NEW834—+834——$211.7K—2026-10-21
Columbia Advisory Partners LLC
INCREASED834801+33+4%$203.4K$220.8K+$17.4K2026-10-15
QP Wealth Management, LLC
UNCHANGED83283200%$211.3K$220.3K+$9.0K2026-10-20
Centerpoint Advisory Group
INCREASED831798+33+4%$202.7K$220.0K+$17.3K2026-10-23
RFG Holdings, Inc.
DECREASED824841-17-2%$213.6K$218.1K+$4.6K2026-10-30
ODonnell Financial Services, LLC
UNCHANGED82482400%$209.3K$218.1K+$8.9K2026-11-09
DiNuzzo Private Wealth, Inc.
INCREASED823428+395+92%$108.6K$217.8K+$109.2K2026-10-16
Higgins & Schmidt Wealth Strategies LLC
INCREASED823805+18+2%$204.4K$217.9K+$13.4K2026-10-26
Charter Capital Management, Llc\de
INCREASED817794+23+3%$201.7K$216.3K+$14.6K2026-10-28
Seros Financial, LLC
DECREASED815855-40-5%$217.2K$215.8K-$1.5K2026-10-21
Client First Capital LLC
UNCHANGED81581500%$207.0K$215.8K+$8.8K2026-10-22
O'Connor Financial Group LLC
INCREASED814796+18+2%$202.2K$215.5K+$13.3K2026-10-26
First Security Investment Management, Inc.
INCREASED814810+4+0%$205.7K$215.5K+$9.8K2026-11-05
Wealth Preservation Advisors, LLC
NEW811—+811——$214.7K—2026-11-05
Signature Resources Capital Management, LLC
INCREASED810801+9+1%$203.4K$214.4K+$11.0K2026-10-16
Kaufman Rossin Wealth, LLC
NEW807—+807——$213.7K—2026-10-19
Boyd Wealth Management, LLC
NEW807—+807——$213.6K—2026-10-20
Lutz Financial Services LLC
NEW805—+805——$213.1K—2026-11-06
Apex Wealth Management, LLC
INCREASED805791+14+2%$200.8K$213.1K+$12.3K2026-10-20
Maseco LLP
INCREASED804791+13+2%$200.9K$213.0K+$12.1K2026-10-27
Roberts Wealth Advisors, LLC
DECREASED800859-59-7%$218.2K$211.8K-$6.4K2026-10-14
GuidedMoney, LLC
UNCHANGED80080000%$203.2K$211.8K+$8.6K2026-10-29
Ackerman Asset Management, LLC
UNCHANGED80080000%$203.2K$211.8K+$8.6K2026-11-09
Figure 8 Investment Strategies LLC
UNCHANGED80080000%$203.2K$211.8K+$8.6K2026-11-09
Walleye Partners, LLC
NEW799—+799——$211.5K—2026-10-13
Rinkey Investments
UNCHANGED79479400%$201.7K$210.2K+$8.6K2026-10-28
Tanglewood Wealth Management, Inc.
UNCHANGED78978900%$200.4K$208.9K+$8.5K2026-10-23
McNaughton Wealth Management, LLC
NEW788—+788——$208.6K—2026-10-09
Fidato Wealth LLC
NEW786—+786——$208.1K—2026-10-13
Allstreet Capital Advisors LLC
DECREASED786805-19-2%$204.4K$208.1K+$3.6K2026-11-04
Darrow Company, Inc.
NEW784—+784——$207.6K—2026-10-22
Glass Wealth Management Co LLC
DECREASED783868-85-10%$220.4K$207.3K-$13.2K2026-10-28
Arbor Wealth Advisors LLC
NEW782—+782——$207.0K—2026-10-09
Navigate Wealth Management, LLC
DECREASED7811,570-789-50%$397.3K$204.2K-$193.1K2026-10-14
Puff Wealth Management, LLC
NEW779—+779——$206.3K—2026-10-07
Financial Network Wealth Advisors LLC
DECREASED779898-119-13%$228.1K$206.2K-$21.8K2026-10-28
WP Advisors, LLC
NEW774—+774——$205.2K—2026-10-22
Wincap Financial LLC
NEW774—+774——$204.9K—2026-10-20
Turner Financial Group, Inc.
NEW771—+771——$204.1K—2026-11-09
Macroview Investment Management LLC
DECREASED771801-30-4%$203.4K$204.1K+$6852026-10-26
Waller Financial Planning Group, Inc
NEW768—+768——$203.3K—2026-10-07
Strategic Financial Group, LLC
DECREASED767798-31-4%$202.7K$203.1K+$3882026-10-08
Advantage Trust Co
DECREASED767786-19-2%$199.6K$203.1K+$3.4K2026-10-19
Woodside Wealth Management LLC
NEW765—+765——$202.5K—2026-10-16
Stolz & Associates, PS
NEW763—+763——$202.0K—2026-11-05
Meriwether Wealth & Planning, LLC
NEW762—+762——$201.7K—2026-10-13
Pearl Planning LLC
NEW762—+762——$201.7K—2026-10-13
Form Wealth Advisors, LLC
NEW760—+760——$201.3K—2026-10-13
Leeward Financial Partners, LLC
NEW758—+758——$200.7K—2026-10-23
IPG Investment Advisors LLC
NEW756—+756——$200.1K—2026-10-30
Old Peak Finance LLC
NEW756—+756——$200.1K—2026-11-02
Joseph Group Capital Management
INCREASED749589+160+27%$149.6K$198.3K+$48.7K2026-11-04
Covestor Ltd
DECREASED728902-174-19%$229.0K$193.0K-$36.0K2026-10-30
Gladwyn Financial Advisors, Inc.
UNCHANGED71971900%$182.6K$190.4K+$7.7K2026-10-05
Legacies Wealth LLC
UNCHANGED71371300%$181.2K$188.9K+$7.7K2026-11-02
Livelsberger Financial Advisory
NEW708—+708——$187.4K—2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED70070000%$177.8K$185.3K+$7.5K2026-10-23
Luken Investment Analytics, LLC
UNCHANGED69769700%$177.0K$184.5K+$7.5K2026-11-06
Morton Brown Family Wealth, LLC
DECREASED696713-17-2%$181.1K$184.3K+$3.2K2026-10-23
Putney Financial Group LLC
NEW686—+686——$181.6K—2026-10-30
Valued Wealth Advisors LLC
INCREASED678657+21+3%$166.7K$179.4K+$12.7K2026-11-05
Kroeger Financial Partners
UNCHANGED66666600%$169.1K$176.3K+$7.2K2026-10-19
GK Wealth Management LLC
DECREASED6591,185-526-44%$301.1K$174.3K-$126.8K2026-10-09
Wolff Wiese Magana LLC
INCREASED652470+182+39%$119.3K$172.6K+$53.4K2026-10-15
Sunrise Financial Services, LLC
DECREASED633643-10-2%$163.3K$167.6K+$4.3K2026-10-21
Retirement Wealth Solutions LLC
INCREASED629525+104+20%$133.4K$166.6K+$33.2K2026-10-07
Cypress Capital Management LLC (WY)
UNCHANGED61161100%$155.2K$161.8K+$6.6K2026-11-09
PlanVest Financial, Inc
UNCHANGED59959900%$152.0K$158.6K+$6.6K2026-11-09
Prudent Man Investment Management, Inc.
INCREASED589350+239+68%$72.4K$155.9K+$83.5K2026-11-03
Aspect Partners, LLC
DECREASED566570-4-1%$144.8K$149.8K+$5.1K2026-10-20
Burk Holdings LLC
INCREASED560452+108+24%$114.8K$148.3K+$33.5K2026-11-05
Glass Jacobson Investment Advisors llc
UNCHANGED55855800%$141.6K$147.7K+$6.1K2026-10-26
Pioneer Family Office, LLC
UNCHANGED55855800%$141.7K$147.7K+$6.0K2026-10-30
Clark Wealth Partners
INCREASED552444+108+24%$112.8K$146.2K+$33.4K2026-10-19
Richardson Capital Management LLC
UNCHANGED55055000%$139.7K$145.6K+$5.9K2026-10-23
Entrust Financial LLC
UNCHANGED54154100%$137.4K$143.2K+$5.8K2026-11-04
Alta Capital Management LLC/
NEW535—+535——$141.6K—2026-10-26
Trellis Wealth Advisors LLC
NEW509—+509——$134.8K—2026-10-19
Madden Securities Corp
NEW506—+506——$134.0K—2026-10-27
Cedar Mountain Advisors, LLC
INCREASED483482+1+0%$122.5K$127.9K+$5.3K2026-10-15
Maj Invest Holding A/S
UNCHANGED47047000%$119$124.0K+$123.9K2026-10-27
Mainstream Capital Management LLC
NEW460—+460——$121.8K—2026-10-23
Bay Harbor Wealth Management, LLC
DECREASED445591-146-25%$150.1K$117.9K-$32.3K2026-11-03
Horrell Capital Management, Inc.
UNCHANGED42542500%$107.9K$112.5K+$4.6K2026-10-08
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED42442400%$107.7K$112.2K+$4.6K2026-10-21
Gilpin Wealth Management, LLC
INCREASED422407+15+4%$103.4K$111.7K+$8.4K2026-10-09
Manitou Investment Management Ltd.
UNCHANGED42042000%$106.7K$111.2K+$4.5K2026-10-15
3 Factor Indexing, LLC
UNCHANGED42042000%$106.7K$111.2K+$4.5K2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED40540500%$102.9K$107.2K+$4.4K2026-10-22
Fairway Wealth LLC
INCREASED384105+279+266%$26.7K$101.7K+$75.0K2026-10-30
Creative Capital Management Investments LLC
INCREASED383311+72+23%$79.0K$101.4K+$22.4K2026-10-28
Sarver Vrooman Wealth Advisors
UNCHANGED38138100%$97.8K$100.9K+$3.1K2026-10-01
Midwest Capital Advisors, LLC
INCREASED378348+30+9%$88.4K$100.1K+$11.7K2026-11-04
Antipodes Partners Ltd
DECREASED37591,816-91,441-100%$23.3M$99.3K-$23.2M2026-11-05
United Financial Planning Group LLC
INCREASED360339+21+6%$86.1K$95.3K+$9.2K2026-11-04
Portfolio Resources Advisor Group, Inc.
NEW347—+347——$91.9K—2026-10-20
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED34334300%$87.3K$90.9K+$3.6K2026-10-14
Aventus Investment Advisors, Inc.
UNCHANGED34034000%$86.4K$90.0K+$3.7K2026-10-09
Wealth Analytics Partners, LLC
NEW329—+329——$87.1K—2026-10-19
AXS Investments LLC
DECREASED316367-51-14%$93.2K$83.7K-$9.5K2026-11-04
Jcic Asset Management Inc.
UNCHANGED31531500%$77.0K$83.4K+$6.4K2026-10-30
Goodman Advisory Group, LLC
NEW304—+304——$80.5K—2026-11-02
Mizuho Securities Co. Ltd.
NEW300—+300——$79.4K—2026-11-04
Groesbeck Investment Management Corp
UNCHANGED30030000%$76$79.0K+$78.9K2026-10-26
Fiduciary Advisors, Inc.
UNCHANGED29729700%$75.4K$78.6K+$3.2K2026-10-16
Brown Shipley& Co Ltd
UNCHANGED28028000%$71.1K$74.1K+$3.0K2026-10-09
Activest Wealth Management
INCREASED274259+15+6%$65.8K$72.5K+$6.8K2026-10-15
Nvest Wealth Strategies, Inc.
UNCHANGED27427400%$69.5K$72.5K+$3.0K2026-10-14
Vermillion Wealth Management, Inc.
DECREASED2681,032-764-74%$262.1K$71.0K-$191.2K2026-10-26
Torren Management, LLC
INCREASED255254+1+0%$64.5K$67.5K+$3.0K2026-10-29
Lloyd Advisory Services, Llc.
DECREASED254259-5-2%$65.8K$67.2K+$1.4K2026-11-02
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED240284-44-15%$72.1K$63.5K-$8.6K2026-11-06
RHL Group, LLC
INCREASED221216+5+2%$54.9K$58.5K+$3.7K2026-11-04
Polaris Financial Partners
NEW209—+209——$56—2026-10-02
Hyposwiss Advisors SA
UNCHANGED20520500%$52.1K$54.3K+$2.2K2026-10-26
Hanseatic Management Services Inc
NEW196—+196——$51.9K—2026-10-27
Breakwater Investment Management
INCREASED192169+23+14%$42.9K$50.8K+$7.9K2026-10-20
Syntax Research, Inc.
UNCHANGED19019000%$48.3K$50.3K+$2.0K2026-11-04
MidAtlantic Capital Management, Inc.
NEW181—+181——$47.9K—2026-11-05
Highland Investment Advisors LLC
DECREASED175311-136-44%$79.1K$46.3K-$32.8K2026-11-09
Newton One Investments LLC
INCREASED174154+20+13%$39.0K$46.2K+$7.1K2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED169154+15+10%$39.1K$44.8K+$5.7K2026-10-27
Paladin Partners, LLC
UNCHANGED16316300%$41.4K$43.2K+$1.8K2026-10-06
Montgomery Financial Services LLC
DECREASED157171-14-8%$43.4K$41.6K-$1.9K2026-11-03
Robbins Farley
INCREASED154150+4+3%$38.1K$40.8K+$2.7K2026-10-21
Summit Securities Group LLC
NEW150—+150——$39.7K—2026-11-05
Matrix Trust Co
UNCHANGED15015000%$38$40.0K+$40.0K2026-10-07
Navigoe, LLC
INCREASED14691+55+60%$23.0K$38-$23.0K2026-11-04
Bear Mountain Capital, Inc.
INCREASED131130+1+1%$33.0K$33.4K+$3852026-11-04
Noble Wealth Management PBC
UNCHANGED12412400%$31.5K$32.8K+$1.3K2026-10-01
Blueline Advisors LLC
UNCHANGED12012000%$30.5K$31.8K+$1.3K2026-10-15
Fairman Group, LLC
UNCHANGED10410400%$26.4K$27.5K+$1.1K2026-10-26
Finley Financial, LLC
UNCHANGED10410400%$26.4K$26.9K+$4882026-10-28
Downshift Financial, LLC
INCREASED10289+13+15%$22.6K$27.0K+$4.4K2026-10-13
GGM Financial LLC
UNCHANGED10010000%$25.4K$26.5K+$1.1K2026-11-05
Cornerstone National Bank & Trust Co
INCREASED8575+10+13%$19.0K$22.0K+$2.9K2026-10-20
Park Square Financial Group, LLC
UNCHANGED818100%$20.6K$21.4K+$8722026-11-09
WestEnd Advisors, LLC
INCREASED7872+6+8%$18.3K$20.7K+$2.4K2026-10-27
Western Pacific Wealth Management, LP
UNCHANGED757500%$19.0K$19.9K+$8082026-10-16
LFA - Lugano Financial Advisors SA
DECREASED7294-22-23%$23.9K$19.1K-$4.8K2026-11-03
Vima LLC
UNCHANGED595900%$15.0K$15.6K+$6362026-10-23
McCarley & Cook Financial Planners
UNCHANGED555500%$14.0K$14.6K+$5932026-10-21
MilWealth Group LLC
UNCHANGED505000%$12.7K$13.2K+$5382026-11-02
Mountain Hill Investment Partners Corp.
UNCHANGED505000%$12.7K$13.2K+$5382026-10-23
Bare Financial Services, Inc
INCREASED4843+5+12%$10.9K$12.7K+$1.8K2026-11-04
PayPay Securities Corp
DECREASED4546-1-2%$11.7K$11.9K+$2302026-10-27
Marshall & Sterling Wealth Advisors Inc.
INCREASED4331+12+39%$7.9K$11.4K+$3.5K2026-10-28
Team Financial Group, LLC
NEW42—+42——$11.2K—2026-10-30
Ironwood Wealth Management, Inc.
NEW30—+30——$7.7K—2026-10-14
Sankala Group LLC
UNCHANGED303000%$8.1K$7.9K-$1872026-11-09
POM Investment Strategies, LLC
DECREASED2837-9-24%$9.4K$7.5K-$2.0K2026-10-20
Networth Advisors, LLC
UNCHANGED262600%$6.6K$6.9K+$3142026-11-03
Miller Wealth Advisors, LLC
DECREASED2526-1-4%$6.6K$6.6K+$162026-11-02
Luminist Capital LLC
DECREASED2485-61-72%$21.7K$6.5K-$15.2K2026-11-10
Palladiem, LLC
UNCHANGED191900%$4.8K$5.0K+$2052026-11-09
Atlantic Private Wealth, LLC
UNCHANGED141400%$3.6K$3.7K+$1522026-11-09
Smith Group Asset Management, LLC
CLOSED0159,696-159,696-100%$40.6M$0-$40.6M2026-10-27
Kinsale Capital Group, Inc.
CLOSED084,464-84,464-100%$21.5M$0-$21.5M2026-11-04
Newman Dignan & Sheerar, Inc.
CLOSED021,236-21,236-100%$5.4M$0-$5.4M2026-10-21
Wellington Shields & Co., LLC
CLOSED017,288-17,288-100%$4.4M$0-$4.4M2026-11-03
Solidarity Wealth, LLC
CLOSED015,532-15,532-100%$3.9M$0-$3.9M2026-10-15
OMC Financial Services LTD
CLOSED013,362-13,362-100%$3.4M$0-$3.4M2026-10-19
Wellington Shields Capital Management, LLC
CLOSED012,573-12,573-100%$3.2M$0-$3.2M2026-11-03
Arbor Capital Management Inc
CLOSED010,212-10,212-100%$2.7M$0-$2.7M2026-10-21
Leonteq Securities AG
CLOSED07,758-7,758-100%$2.0M$0-$2.0M2026-10-29
Phocas Financial Corp.
CLOSED05,449-5,449-100%$1.4M$0-$1.4M2026-11-09
Catalyst Capital Advisors LLC
CLOSED04,438-4,438-100%$1.1M$0-$1.1M2026-11-02
Dara Capital US, Inc.
CLOSED03,588-3,588-100%$911.2K$0-$911.2K2026-10-29
Krane Funds Advisors LLC
CLOSED03,532-3,532-100%$897.0K$0-$897.0K2026-11-09
Cynosure Group, LLC
CLOSED03,180-3,180-100%$807.6K$0-$807.6K2026-11-03
Caitong International Asset Management Co., Ltd
CLOSED02,986-2,986-100%$758.4K$0-$758.4K2026-10-29
Pacific Excel Wealth Advisors, Inc.
CLOSED02,952-2,952-100%$749.7K$0-$749.7K2026-10-27
Newport Capital Group, LLC
CLOSED02,701-2,701-100%$685.8K$0-$685.8K2026-10-16
Tactive Advisors, LLC
CLOSED02,676-2,676-100%$679.6K$0-$679.6K2026-10-08
Provident Investment Management, Inc.
CLOSED02,397-2,397-100%$608.8K$0-$608.8K2026-10-23
First Growth Capital LLC
CLOSED02,131-2,131-100%$541.1K$0-$541.1K2026-10-15
Sanchez Wealth Management Group
CLOSED01,751-1,751-100%$444.6K$0-$444.6K2026-11-02
Waycross Partners, LLC
CLOSED01,700-1,700-100%$431.7K$0-$431.7K2026-11-03
Intentional Wealth Strategies, LLC
CLOSED01,671-1,671-100%$424.4K$0-$424.4K2026-11-09
Knights of Columbus Asset Advisors LLC
CLOSED01,421-1,421-100%$360.9K$0-$360.9K2026-11-05
Laurion Capital Management LP
CLOSED01,417-1,417-100%$359.9K$0-$359.9K2026-10-30
Overbrook Management Corp
CLOSED01,407-1,407-100%$357.3K$0-$357.3K2026-10-08
Hofer & Associates. Inc
CLOSED01,215-1,215-100%$308.5K$0-$308.5K2026-10-13
Bayshore Asset Management, LLC
CLOSED01,183-1,183-100%$300.4K$0-$300.4K2026-11-03
BankPlus Wealth Management LLC
CLOSED01,167-1,167-100%$296.4K$0-$296.4K2026-10-13
Ldic Inc.
CLOSED01,100-1,100-100%$279.4K$0-$279.4K2026-10-14
Corecam Pte. Ltd.
CLOSED01,090-1,090-100%$276.8K$0-$276.8K2026-10-23
One Degree Advisors Inc
CLOSED01,079-1,079-100%$273.0K$0-$273.0K2026-11-06
Attessa Capital LLC
CLOSED01,075-1,075-100%$273.0K$0-$273.0K2026-10-09
Sherman Asset Management, Inc.
CLOSED0989-989-100%$251.2K$0-$251.2K2026-11-05
Lane Brothers & Co Inc
CLOSED0985-985-100%$250.1K$0-$250.1K2026-11-02
Variant Private Wealth, LLC
CLOSED0981-981-100%$249.1K$0-$249.1K2026-10-21
BancFirst Trust & Investment Management
CLOSED0980-980-100%$253.3K$0-$253.3K2026-10-30
Scarborough Advisors, LLC
CLOSED0937-937-100%$225.9K$0-$225.9K2026-10-16
Sunesis Advisors, LLC
CLOSED0888-888-100%$225.5K$0-$225.5K2026-10-26
Cooksen Wealth, LLC
CLOSED0867-867-100%$220.2K$0-$220.2K2026-10-13
Gaddis Premier Wealth Advisors LLC
CLOSED0864-864-100%$219.4K$0-$219.4K2026-10-29
Mascagni Wealth Management, Inc.
CLOSED0853-853-100%$216.7K$0-$216.7K2026-10-23
Collaborative Capital Advisors LLC
CLOSED0850-850-100%$215.8K$0-$215.8K2026-11-06
Ayrshire Capital Management LLC
CLOSED0808-808-100%$205.2K$0-$205.2K2026-10-20
Trust Co of Kansas
CLOSED0807-807-100%$205.0K$0-$205.0K2026-11-06
Portfolio Strategies, Inc.
CLOSED0798-798-100%$202.7K$0-$202.7K2026-11-06
Aureum Wealth Management, LLC
CLOSED0792-792-100%$201.1K$0-$201.1K2026-10-15
Arlington Partners LLC
CLOSED0650-650-100%$165.1K$0-$165.1K2026-10-20
Strategic Wealth Advisors LLC
CLOSED0517-517-100%$106$0-$1062026-11-06
Evolution Advisers, Inc.
CLOSED0509-509-100%$129.0K$0-$129.0K2026-11-06
Merrithew & Thorsten Inc
CLOSED0289-289-100%$73.0K$0-$73.0K2026-11-06
Bullseye Investment Management, LLC
CLOSED0250-250-100%$63.5K$0-$63.5K2026-10-29
Solstein Capital, LLC
CLOSED0234-234-100%$59.4K$0-$59.4K2026-11-02
Decker Retirement Planning Inc.
CLOSED0230-230-100%$58.4K$0-$58.4K2026-10-19
Whipplewood Advisors, LLC
CLOSED0147-147-100%$37.3K$0-$37.3K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0119-119-100%$30.1K$0-$30.1K2026-10-29
Ball & Co Wealth Management Inc.
CLOSED023-23-100%$5$0-$52026-11-05
Halbert Hargrove Global Advisors, LLC
CLOSED017-17-100%$4.4K$0-$4.4K2026-10-16
Strategic Advocates LLC
CLOSED08-8-100%$2.0K$0-$2.0K2026-11-03
Cornerstone Wealth Partners, LLC
CLOSED05-5-100%$1.3K$0-$1.3K2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.3M$1.5M+$181.0K2026-10-29
BlackRock, Inc.
N/A—212,098,264-212,098,264-100%$53.9B———
Vanguard Capital Management LLC
N/A—157,226,374-157,226,374-100%$39.9B———
State Street Corp
N/A—133,776,025-133,776,025-100%$34.0B———
Vanguard Portfolio Management LLC
N/A—64,370,816-64,370,816-100%$16.3B———
JPMorgan Chase & Co
N/A—58,301,609-58,301,609-100%$15.1B———
Morgan Stanley
N/A—44,808,254-44,808,254-100%$11.4B———
Norges Bank
N/A—31,825,084-31,825,084-100%$8.1B———
State Farm Mutual Automobile Insurance Co
N/A—31,590,952-31,590,952-100%$8.0B———
Northern Trust Corp
N/A—28,792,064-28,792,064-100%$7.3B———
Bank of America Corp
N/A—23,438,141-23,438,141-100%$6.0B———
Price T Rowe Associates Inc
N/A—22,996,878-22,996,878-100%$5.8B———
Wellington Management Group LLP
N/A—22,588,696-22,588,696-100%$5.7B———
Goldman Sachs Group Inc
N/A—19,722,544-19,722,544-100%$5.0B———
Legal & General Group Plc
N/A—19,286,904-19,286,904-100%$4.9B———
Charles Schwab Investment Management Inc
N/A—19,126,165-19,126,165-100%$4.9B———
UBS Asset Management Americas LLC
N/A—18,416,123-18,416,123-100%$4.7B———
Wells Fargo & Company
N/A—17,374,433-17,374,433-100%$4.4B———
Invesco Ltd.
N/A—15,674,093-15,674,093-100%$4.0B———
Capital World Investors
N/A—15,215,015-15,215,015-100%$3.9B———
Vanguard Fiduciary Trust Co
N/A—13,517,070-13,517,070-100%$3.4B———
Ameriprise Financial Inc
N/A—13,401,691-13,401,691-100%$3.4B———
Royal Bank of Canada
N/A—13,211,475-13,211,475-100%$3.4B———
UBS Group AG
N/A—11,036,891-11,036,891-100%$2.8B———
Massachusetts Financial Services Co
N/A—10,539,098-10,539,098-100%$2.7B———
Raymond James Financial Inc
N/A—10,114,310-10,114,310-100%$2.6B———
Franklin Resources Inc
N/A—10,086,602-10,086,602-100%$2.6B———
HSBC Holdings PLC
N/A—9,006,497-9,006,497-100%$2.3B———
Capital Research Global Investors
N/A—8,164,545-8,164,545-100%$2.1B———
Jupiter Topco LLC
N/A—7,746,487-7,746,487-100%$2.0B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—7,110,133-7,110,133-100%$1.8B———
Alliancebernstein L.P.
N/A—6,867,265-6,867,265-100%$1.7B———
Swiss National Bank
N/A—6,793,407-6,793,407-100%$1.7B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—5,378,305-5,378,305-100%$1.4B———
Clearbridge Investments, LLC
N/A—5,343,260-5,343,260-100%$1.4B———
Canada Pension Plan Investment Board
N/A—5,284,214-5,284,214-100%$1.3B———
SG Americas Securities, LLC
N/A—5,280,140-5,280,140-100%$1.3B———
Vanguard Global Advisers, LLC
N/A—5,244,145-5,244,145-100%$1.3B———
National Pension Service
N/A—5,226,968-5,226,968-100%$1.3B———
California Public Employees Retirement System
N/A—4,969,982-4,969,982-100%$1.3B———
Vanguard Asset Management, Ltd
N/A—4,960,069-4,960,069-100%$1.3B———
Envestnet Asset Management Inc
N/A—4,910,996-4,910,996-100%$1.2B———
TD Asset Management Inc
N/A—4,891,125-4,891,125-100%$1.2B———
Allianz Asset Management GmbH
N/A—4,865,646-4,865,646-100%$1.2B———
Baird Financial Group, Inc.
N/A—4,799,159-4,799,159-100%$1.2B———
Stifel Financial Corp
N/A—4,454,737-4,454,737-100%$1.1B———
Neuberger Berman Group LLC
N/A—4,126,113-4,126,113-100%$1.0B———
Rhumbline Advisers
N/A—3,780,752-3,780,752-100%$960.2M———
Manufacturers Life Insurance Company, the
N/A—3,746,452-3,746,452-100%$951.5M———
California State Teachers Retirement System
N/A—3,714,961-3,714,961-100%$943.5M———
Schroder Investment Management Group
N/A—3,563,268-3,563,268-100%$905.0M———
Independent Franchise Partners LLP
N/A—3,043,186-3,043,186-100%$772.9M———
Marshall Wace, LLP
N/A—2,989,537-2,989,537-100%$759.3M———
American Century Companies Inc
N/A—2,945,732-2,945,732-100%$748.1M———
AQR Capital Management LLC
N/A—2,907,803-2,907,803-100%$738.5M———
New York State Common Retirement Fund
N/A—2,843,846-2,843,846-100%$722.3M———
BNP Paribas Financial Markets
N/A—2,799,362-2,799,362-100%$711.0M———
Adage Capital Partners GP, L.L.C.
N/A—2,566,595-2,566,595-100%$651.8M———
Canada Life Assurance Co
N/A—2,438,843-2,438,843-100%$618.6M———
Caisse de Depot ET Placement DU Quebec
N/A—2,259,196-2,259,196-100%$573.8M———
Prudential Financial Inc
N/A—2,205,062-2,205,062-100%$560.0M———
Aviva PLC
N/A—2,162,709-2,162,709-100%$549.3M———
1832 Asset Management L.P.
N/A—2,162,034-2,162,034-100%$549.1M———
Ensign Peak Advisors, Inc
N/A—2,064,646-2,064,646-100%$524.4M———
State Board of Administration of Florida Retirement System
N/A—2,047,401-2,047,401-100%$520.0M———
Capital International Investors
N/A—2,040,519-2,040,519-100%$518.2M———
Natixis Advisors, LLC
N/A—1,962,221-1,962,221-100%$498.3M———
Mariner, LLC
N/A—1,940,998-1,940,998-100%$493.0M———
Cerity Partners LLC
N/A—1,872,006-1,872,006-100%$475.4M———
Korea Investment Corp
N/A—1,849,714-1,849,714-100%$469.8M———
Jones Financial Companies Lllp
N/A—1,814,780-1,814,780-100%$462.1M———
Quantinno Capital Management LP
N/A—1,756,229-1,756,229-100%$446.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,684,383-1,684,383-100%$427.8M———
BNP Paribas Asset Management Holding S.A.
N/A—1,657,928-1,657,928-100%$421.2M———
SEI Investments Co
N/A—1,608,573-1,608,573-100%$408.5M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—1,600,000-1,600,000-100%$406.4M———
London Co of Virginia
N/A—1,549,812-1,549,812-100%$393.6M———
Citadel Advisors LLC
N/A—1,500,832-1,500,832-100%$381.2M———
Focus Partners Wealth
N/A—1,488,289-1,488,289-100%$378.0M———
Lord, Abbett & Co. LLC
N/A—1,477,212-1,477,212-100%$375.2M———
Treasurer of the State of North Carolina
N/A—1,442,314-1,442,314-100%$366.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,415,198-1,415,198-100%$359.4M———
Lazard Asset Management LLC
N/A—1,364,685-1,364,685-100%$346.6M———
CIBC Bancorp USA Inc.
N/A—1,352,624-1,352,624-100%$343.4M———
Janney Montgomery Scott LLC
N/A—1,314,931-1,314,931-100%$334.0M———
National Bank of Canada
N/A—1,312,753-1,312,753-100%$333.3M———
Glenmede Trust Co NA
N/A—1,286,261-1,286,261-100%$326.7M———
First Trust Advisors LP
N/A—1,284,877-1,284,877-100%$326.3M———
State of Wisconsin Investment Board
N/A—1,284,259-1,284,259-100%$326.2M———
Chevy Chase Trust Holdings, LLC
N/A—1,268,799-1,268,799-100%$322.2M———
Nomura Asset Management Co LTD
N/A—1,261,276-1,261,276-100%$320.3M———
Royal London Asset Management LTD
N/A—1,189,474-1,189,474-100%$302.1M———
KLP Kapitalforvaltning AS
N/A—1,174,114-1,174,114-100%$298.2M———
Alyeska Investment Group, L.P.
N/A—1,173,482-1,173,482-100%$298.0M———
Vanguard Investments Australia, Ltd.
N/A—1,153,630-1,153,630-100%$293.0M———
Rockefeller Capital Management L.P.
N/A—1,137,643-1,137,643-100%$288.9M———
Panagora Asset Management Inc
N/A—1,133,013-1,133,013-100%$287.8M———
Arrowstreet Capital, Limited Partnership
N/A—1,127,893-1,127,893-100%$286.5M———
Boston Partners
N/A—1,113,805-1,113,805-100%$282.9M———
Cetera Investment Advisers
N/A—1,094,399-1,094,399-100%$277.9M———
Capitolis Liquid Global Markets LLC
N/A—1,054,146-1,054,146-100%$267.7M———
Woodline Partners LP
N/A—1,050,526-1,050,526-100%$266.8M———
Federation des caisses Desjardins du Quebec
N/A—1,035,263-1,035,263-100%$262.9M———
HRT Financial LP
N/A—1,031,961-1,031,961-100%$262.1M———
Brown Advisory Inc
N/A—1,028,187-1,028,187-100%$261.1M———
USS Investment Management Ltd
N/A—1,014,246-1,014,246-100%$257.6M———
Haverford Trust Co
N/A—996,670-996,670-100%$253.1M———
Commerce Bank
N/A—990,481-990,481-100%$251.6M———
Public Employees Retirement System of Ohio
N/A—983,704-983,704-100%$249.8M———
Clark Capital Management Group, Inc.
N/A—980,465-980,465-100%$249.0M———
Osaic Holdings, Inc.
N/A—958,469-958,469-100%$243.6M———
Brown Brothers Harriman & Co
N/A—953,567-953,567-100%$242.2M———
Mercer Global Advisors Inc
N/A—931,576-931,576-100%$236.6M———
NewEdge Advisors, LLC
N/A—917,872-917,872-100%$233.1M———
Teacher Retirement System of Texas
N/A—912,334-912,334-100%$231.7M———
Empower Advisory Group, LLC
N/A—905,317-905,317-100%$229.9M———
Bank of Nova Scotia
N/A—886,454-886,454-100%$225.1M———
Zacks Investment Management
N/A—875,123-875,123-100%$222.3M———
State of Tennessee, Department of Treasury
N/A—867,007-867,007-100%$220.2M———
Susquehanna International Group, LLP
N/A—830,810-830,810-100%$211.0M———
&partners
N/A—809,873-809,873-100%$205.7M———
Tidal Investments LLC
N/A—793,471-793,471-100%$201.5M———
Resona Asset Management Co.,Ltd.
N/A—788,126-788,126-100%$200.9M———
Polar Capital Holdings Plc
N/A—783,595-783,595-100%$199.0M———
Captrust Financial Advisors
N/A—783,288-783,288-100%$198.9M———
Toronto Dominion Bank
N/A—761,198-761,198-100%$193.3M———
DnB Asset Management AS
N/A—761,144-761,144-100%$193.3M———
Tredje Ap-fonden
N/A—753,095-753,095-100%$191.3M———
Qube Research & Technologies Ltd
N/A—752,337-752,337-100%$191.1M———
Credit Agricole S A
N/A—748,793-748,793-100%$190.2M———
Federated Hermes, Inc.
N/A—732,891-732,891-100%$186.1M———
EP Wealth Advisors, LLC
N/A—708,767-708,767-100%$180.0M———
First Manhattan Co. Llc.
N/A—704,715-704,715-100%$179.0M———
Rathbones Group PLC
N/A—691,961-691,961-100%$175.7M———
Fayez Sarofim & Co
N/A—688,542-688,542-100%$174.9M———
D. E. Shaw & Co., Inc.
N/A—687,227-687,227-100%$174.5M———
Bridgewater Associates, LP
N/A—669,135-669,135-100%$169.9M———
Railway Pension Investments Ltd
N/A—650,036-650,036-100%$165.1M———
Van Eck Associates Corp
N/A—644,520-644,520-100%$163.7M———
Pathstone Holdings, LLC
N/A—642,722-642,722-100%$163.4M———
O'shaughnessy Asset Management, LLC
N/A—640,368-640,368-100%$162.6M———
Commerzbank Aktiengesellschaft
N/A—630,281-630,281-100%$160.1M———
Millennium Management LLC
N/A—594,091-594,091-100%$150.9M———
Balyasny Asset Management L.P.
N/A—584,500-584,500-100%$148.4M———
AE Wealth Management LLC
N/A—563,184-563,184-100%$143.0M———
MetLife Investment Management, LLC
N/A—550,760-550,760-100%$139.9M———
MAI Capital Management
N/A—548,420-548,420-100%$139.3M———
Silvercrest Asset Management Group LLC
N/A—546,930-546,930-100%$138.9M———
Zurich Insurance Group Ltd
N/A—544,175-544,175-100%$138.2M———
LGT Group Foundation
N/A—527,334-527,334-100%$133.9M———
Advisors Capital Management, LLC
N/A—526,560-526,560-100%$133.7M———
Epoch Investment Partners, Inc.
N/A—524,387-524,387-100%$133.2M———
Erste Asset Management GmbH
N/A—519,951-519,951-100%$133.4M———
Man Group plc
N/A—517,830-517,830-100%$131.5M———
Freestone Grove Partners LP
N/A—517,230-517,230-100%$131.4M———
Omers Administration Corp
N/A—511,025-511,025-100%$129.8M———
DJE Kapital AG
N/A—510,682-510,682-100%$134.0M———
Axiom Investors LLC
N/A—491,072-491,072-100%$124.7M———
Employees Retirement System of Texas
N/A—490,900-490,900-100%$124.7M———
Crawford Investment Counsel Inc
N/A—468,190-468,190-100%$118.9M———
Steward Partners Investment Advisory, LLC
N/A—461,457-461,457-100%$117.2M———
Vinva Investment Management Ltd
N/A—450,629-450,629-100%$116.5M———
Pinnacle Financial Partners, Inc.
N/A—447,481-447,481-100%$113.6M———
Fred Alger Management, LLC
N/A—444,151-444,151-100%$112.8M———
QRG Capital Management, Inc.
N/A—440,815-440,815-100%$112.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—425,563-425,563-100%$107.4M———
Tri Locum Partners LP
N/A—424,945-424,945-100%$107.9M———
Mairs & Power Inc
N/A—423,010-423,010-100%$107.4M———
Peapack Gladstone Financial Corp
N/A—412,665-412,665-100%$104.8M———
MML Investors Services, LLC
N/A—408,511-408,511-100%$103.7M———
Farallon Capital Management, L.L.C.
N/A—408,000-408,000-100%$103.6M———
Prudential PLC
N/A—400,991-400,991-100%$101.8M———
Mediolanum International Funds Ltd
N/A—397,098-397,098-100%$102.7M———
Sanctuary Advisors, LLC
N/A—393,933-393,933-100%$100.0M———
HM Payson & Co
N/A—391,709-391,709-100%$99.5M———
Milford Funds LTD
N/A—390,256-390,256-100%$99.1M———
RWA Wealth Partners, LLC
N/A—387,249-387,249-100%$98.3M———
Varma Mutual Pension Insurance Co
N/A—386,656-386,656-100%$98.2M———
Jane Street Group, LLC
N/A—382,411-382,411-100%$97.1M———
Worldquant Millennium Advisors LLC
N/A—382,377-382,377-100%$97.1M———
Harding Loevner LP
N/A—377,680-377,680-100%$95.9M———
EFG International AG
N/A—374,628-374,628-100%$95.2M———
Northwestern Mutual Wealth Management Co
N/A—369,333-369,333-100%$93.8M———
Utah Retirement Systems
N/A—365,854-365,854-100%$92.9M———
Beacon Pointe Advisors, LLC
N/A—365,648-365,648-100%$92.9M———
Vanguard Personalized Indexing Management, LLC
N/A—364,217-364,217-100%$92.5M———
Voloridge Investment Management, LLC
N/A—363,570-363,570-100%$92.3M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—362,129-362,129-100%$92.0M———
British Columbia Investment Management Corp
N/A—361,104-361,104-100%$91.7M———
Andra Ap-fonden
N/A—353,177-353,177-100%$89.7M———
Empowered Funds, LLC
N/A—348,850-348,850-100%$88.6M———
Bristol John W & Co Inc
N/A—348,528-348,528-100%$88.5M———
United Capital Financial Advisors, LLC
N/A—345,519-345,519-100%$87.8M———
Cresset Asset Management, LLC
N/A—336,570-336,570-100%$85.5M———
Nissay Asset Management Corp N
N/A—335,504-335,504-100%$85.2M———
Bradley Foster & Sargent Inc
N/A—333,906-333,906-100%$84.8M———
Arax Advisory Partners
N/A—326,790-326,790-100%$83.0M———
Pinebridge Investments LLC
N/A—326,298-326,298-100%$82.9M———
Elo Mutual Pension Insurance Co
N/A—326,117-326,117-100%$82.8M———
Westwood Holdings Group Inc
N/A—323,091-323,091-100%$82.1M———
Fiduciary Trust Co
N/A—317,105-317,105-100%$80.5M———
Ilmarinen Mutual Pension Insurance Co
N/A—315,500-315,500-100%$80.1M———
Waverly Advisors, LLC
N/A—314,877-314,877-100%$80.0M———
Harvest Portfolios Group Inc.
N/A—309,314-309,314-100%$78.6M———
Public Employees Retirement Association of Colorado
N/A—308,230-308,230-100%$78.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—307,423-307,423-100%$78.1M———
IEQ Capital, LLC
N/A—306,145-306,145-100%$77.8M———
Saudi Central Bank
N/A—302,628-302,628-100%$76.7M———
Macquarie Group LTD
N/A—302,558-302,558-100%$76.8M———
Evelyn Partners Group Ltd
N/A—297,561-297,561-100%$75.6M———
CI Investments Inc.
N/A—297,107-297,107-100%$75.5M———
Destination Wealth Management
N/A—280,450-280,450-100%$71.2M———
Private Advisor Group, LLC
N/A—277,688-277,688-100%$70.5M———
Brandes Investment Partners, LP
N/A—276,623-276,623-100%$70.3M———
Guggenheim Capital LLC
N/A—274,166-274,166-100%$69.6M———
Employees Provident Fund Board
N/A—266,023-266,023-100%$67.6M———
Rafferty Asset Management, LLC
N/A—265,811-265,811-100%$67.5M———
Nomura Asset Management International Inc.
N/A—263,443-263,443-100%$66.9M———
Tocqueville Asset Management L.P.
N/A—258,233-258,233-100%$65.6M———
NewEdge Wealth, LLC
N/A—255,223-255,223-100%$64.8M———
Horizon Investments, LLC
N/A—251,838-251,838-100%$64.0M———
Allstate Corp
N/A—249,928-249,928-100%$63.5M———
Davis R M Inc
N/A—249,911-249,911-100%$63.5M———
Life Cycle Investment Partners Ltd
N/A—248,443-248,443-100%$63.1M———
Becker Capital Management Inc
N/A—246,132-246,132-100%$62.5M———
Nomura Holdings Inc
N/A—242,836-242,836-100%$61.7M———
Investment Management Corp of Ontario
N/A—236,219-236,219-100%$60.0M———
Bartlett & Co. Wealth Management LLC
N/A—232,434-232,434-100%$59.0M———
Ancora Advisors LLCA
N/A—229,968-229,968-100%$58.4M———
Saturna Capital Corp
N/A—229,115-229,115-100%$58.2M———
Clal Insurance Enterprises Holdings Ltd
N/A—228,108-228,108-100%$57.9M———
Orion Porfolio Solutions, LLC
N/A—228,001-228,001-100%$57.9M———
CSM Advisors, LLC
N/A—219,688-219,688-100%$55.8M———
Hancock Whitney Corp
N/A—218,107-218,107-100%$55.4M———
Drexel Morgan & Co.
N/A—216,207-216,207-100%$54.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—213,596-213,596-100%$54.2M———
RBO & Co LLC
N/A—211,363-211,363-100%$53.7M———
Stephens Inc
N/A—210,285-210,285-100%$53.6M———
Vident Advisory, LLC
N/A—208,589-208,589-100%$53.0M———
Beck Mack & Oliver LLC
N/A—207,122-207,122-100%$52.6M———
Sequoia Financial Advisors, LLC
N/A—203,267-203,267-100%$51.6M———
Aptus Capital Advisors, LLC
N/A—201,691-201,691-100%$51.2M———
Gotham Asset Management, LLC
N/A—200,512-200,512-100%$50.9M———
Groupe la Francaise
N/A—198,681-198,681-100%$50.5M———
TriCert Investment Counsel Inc.
N/A—194,235-194,235-100%$49.3M———
Trexquant Investment LP
N/A—191,502-191,502-100%$48.6M———
RNC Capital Management LLC
N/A—191,013-191,013-100%$48.5M———
Main Street Research LLC
N/A—188,640-188,640-100%$47.9M———
Whittier Trust Co
N/A—186,150-186,150-100%$48.3M———
Choate Investment Advisors
N/A—184,823-184,823-100%$46.9M———
Martingale Asset Management L P
N/A—184,122-184,122-100%$46.8M———
Pacer Advisors, Inc.
N/A—183,172-183,172-100%$46.5M———
Atlantic Union Bankshares Corp
N/A—180,687-180,687-100%$45.9M———
Capital International, Inc.
N/A—178,793-178,793-100%$45.4M———
Daiichi Life Insurance Co., Ltd.
N/A—174,058-174,058-100%$44.2M———
Bluespring Wealth Management, LLC
N/A—172,754-172,754-100%$43.9M———
Hamilton Capital Partners Inc.
N/A—172,604-172,604-100%$43.8M———
Vestcor Inc
N/A—171,882-171,882-100%$43.7M———
Johnson Investment Counsel Inc
N/A—170,334-170,334-100%$43.3M———
Cannell & Spears LLC
N/A—169,381-169,381-100%$43.0M———
Hemenway Trust Co LLC
N/A—166,020-166,020-100%$42.2M———
Benjamin Edwards Inc
N/A—160,633-160,633-100%$40.8M———
Verition Fund Management LLC
N/A—159,049-159,049-100%$40.4M———
Guardian Capital LP
N/A—157,659-157,659-100%$40.0M———
Fairview Capital Investment Management, LLC
N/A—156,414-156,414-100%$39.7M———
Blue Sparrow, LLC
N/A—155,000-155,000-100%$39.4M———
Kentucky Retirement Systems
N/A—151,923-151,923-100%$38.6M———
Norinchukin Bank, The
N/A—150,334-150,334-100%$38.2M———
ST Germain D J Co Inc
N/A—146,636-146,636-100%$37.2M———
Equitable Holdings, Inc.
N/A—144,824-144,824-100%$36.8M———
Integrated Wealth Concepts LLC
N/A—143,254-143,254-100%$36.4M———
Stratos Wealth Partners, Ltd.
N/A—142,858-142,858-100%$36.3M———
Bleakley Financial Group, LLC
N/A—142,327-142,327-100%$36.1M———
Cary Street Partners Financial LLC
N/A—139,478-139,478-100%$35.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—139,429-139,429-100%$35.4M———
Catalio Capital Management, LP
N/A—138,946-138,946-100%$35.3M———
Vestmark Advisory Solutions, Inc.
N/A—138,783-138,783-100%$35.2M———
World Investment Advisors
N/A—138,212-138,212-100%$33.8M———
Advisors Asset Management, Inc.
N/A—137,584-137,584-100%$34.9M———
Madison Asset Management, LLC
N/A—136,792-136,792-100%$34.7M———
BLI - Banque de Luxembourg Investments
N/A—135,819-135,819-100%$35.2M———
Colonial Trust Advisors
N/A—134,256-134,256-100%$34.1M———
Liberty One Investment Management, LLC
N/A—130,485-130,485-100%$33.1M———
Evercore Wealth Management, LLC
N/A—130,109-130,109-100%$33.0M———
Fukoku Mutual Life Insurance Co
N/A—129,663-129,663-100%$32.9M———
Tiaa Wealth Investment Management LLC
N/A—127,432-127,432-100%$32.4M———
Gabelli Funds LLC
N/A—127,317-127,317-100%$32.3M———
Edgar Lomax Co
N/A—125,880-125,880-100%$32.0M———
Whittier Trust Co of Nevada Inc
N/A—123,348-123,348-100%$33.0M———
Bridgeway Capital Management, LLC
N/A—123,193-123,193-100%$31.3M———
First National Bank of Omaha
N/A—120,243-120,243-100%$30.9M———
Summit Financial, LLC
N/A—119,066-119,066-100%$30.2M———
Van Hulzen Asset Management, LLC
N/A—118,886-118,886-100%$30.2M———
Meeder Asset Management Inc
N/A—117,192-117,192-100%$29.8M———
LGT Fund Management Co Ltd.
N/A—116,198-116,198-100%$29.5M———
Arkadios Wealth Advisors
N/A—114,657-114,657-100%$29.1M———
Composition Wealth, LLC
N/A—114,607-114,607-100%$29.1M———
Steigerwald, Gordon & Koch Inc.
N/A—113,876-113,876-100%$28.9M———
Shelton Capital Management
N/A—113,733-113,733-100%$28.9M———
Glen Eagle Advisors, LLC
N/A—113,724-113,724-100%$28.9M———
Novare Capital Management LLC
N/A—113,695-113,695-100%$28.9M———
First Long Island Investors, LLC
N/A—112,030-112,030-100%$28.5M———
Snowden Capital Advisors LLC
N/A—109,396-109,396-100%$27.8M———
Hikari Tsushin, Inc.
N/A—109,067-109,067-100%$27.7M———
Spirepoint Private Client, LLC
N/A—108,989-108,989-100%$27.7M———
Callahan Advisors, LLC
N/A—106,466-106,466-100%$27.0M———
Wallace Capital Management Inc.
N/A—105,306-105,306-100%$26.7M———
SCS Capital Management LLC
N/A—105,264-105,264-100%$26.7M———
Douglass Winthrop Advisors, LLC
N/A—104,526-104,526-100%$26.5M———
Bellevue Group AG
N/A—103,280-103,280-100%$26.2M———
Summit Trail Advisors, LLC
N/A—102,279-102,279-100%$26.0M———
Barbara Oil Co.
N/A—102,000-102,000-100%$25.9M———
Wealthspire Advisors, LLC
N/A—101,693-101,693-100%$25.8M———
PFG Investments, LLC
N/A—101,254-101,254-100%$25.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—100,512-100,512-100%$25.5M———
Independent Advisor Alliance
N/A—100,260-100,260-100%$25.5M———
Polar Asset Management Partners Inc.
N/A—100,148-100,148-100%$25.4M———
Meiji Yasuda Asset Management Co Ltd.
N/A—99,291-99,291-100%$25.2M———
Dakota Wealth Management
N/A—98,608-98,608-100%$25.0M———
Flputnam Investment Management Co
N/A—95,241-95,241-100%$24.2M———
Stock Yards Bank & Trust Co
N/A—94,450-94,450-100%$24.0M———
Mufg Securities Emea plc
N/A—94,220-94,220-100%$23.9M———
Kingsview Wealth Management, LLC
N/A—94,143-94,143-100%$23.9M———
Metis Global Partners, LLC
N/A—93,168-93,168-100%$23.7M———
DF Dent & Co Inc
N/A—92,077-92,077-100%$23.4M———
Banque Cantonale Vaudoise
N/A—90,804-90,804-100%$23.1M———
Banque Transatlantique SA
N/A—90,610-90,610-100%$19.1M———
Estabrook Capital Management
N/A—89,720-89,720-100%$22.8M———
Allianz SE
N/A—89,438-89,438-100%$22.7M———
Caprock Group, LLC
N/A—89,403-89,403-100%$22.7M———
Curi Capital, LLC
N/A—88,578-88,578-100%$22.5M———
Bragg Financial Advisors, Inc
N/A—87,186-87,186-100%$22.1M———
Stonebridge Capital Advisors LLC
N/A—86,589-86,589-100%$22.0M———
Atle Fund Management AB
N/A—85,425-85,425-100%$21.7M———
Advisory Services Network, LLC
N/A—85,398-85,398-100%$21.7M———
Empirical Finance, LLC
N/A—85,199-85,199-100%$21.6M———
Azimuth Capital Investment Management LLC
N/A—84,238-84,238-100%$21.4M———
Fiduciary Group, LLC
N/A—83,309-83,309-100%$21.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—82,882-82,882-100%$21.0M———
Capital Fund Management S.A.
N/A—82,341-82,341-100%$20.9M———
OneDigital Investment Advisors LLC
N/A—82,258-82,258-100%$20.9M———
Siemens Fonds Invest GmbH
N/A—81,643-81,643-100%$20.7M———
Gamco Investors, Inc. ET AL
N/A—80,050-80,050-100%$20.3M———
Easterly Investment Partners LLC
N/A—79,926-79,926-100%$20.3M———
Dearborn Partners LLC
N/A—79,895-79,895-100%$20.3M———
Edmond de Rothschild Holding S.A.
N/A—78,892-78,892-100%$20.0M———
Sienna Gestion
N/A—78,424-78,424-100%$20.5M———
Osmosis Investment Management UK Ltd
N/A—78,182-78,182-100%$19.9M———
Northwestern Mutual Investment Management Company, LLC
N/A—77,179-77,179-100%$19.6M———
Pallas Capital Advisors LLC
N/A—75,730-75,730-100%$19.2M———
Wesleyan Assurance Society
N/A—75,399-75,399-100%$19.1M———
Broderick Brian C
N/A—75,019-75,019-100%$19.1M———
Beck Bode, LLC
N/A—74,920-74,920-100%$19.0M———
Dorsey & Whitney Trust Co LLC
N/A—74,772-74,772-100%$19.0M———
SlateStone Wealth, LLC
N/A—74,534-74,534-100%$18.9M———
Ingalls & Snyder LLC
N/A—74,509-74,509-100%$18.9M———
Intesa Sanpaolo S.p.A.
N/A—73,501-73,501-100%$18.7M———
Fairfax Financial Holdings LTD/ CAN
N/A—73,400-73,400-100%$18.6M———
IQ EQ Fund Management (Ireland) Ltd
N/A—73,076-73,076-100%$18.6M———
Mufg Securities Americas Inc.
N/A—72,502-72,502-100%$18.4M———
Rhenman & Partners Asset Management AB
N/A—72,500-72,500-100%$18.4M———
Roundview Capital LLC
N/A—72,050-72,050-100%$18.3M———
BTC Capital Management, Inc.
N/A—71,998-71,998-100%$18.3M———
Envestnet Portfolio Solutions, Inc.
N/A—71,666-71,666-100%$18.2M———
Principal Securities, Inc.
N/A—70,522-70,522-100%$17.9M———
Auxier Asset Management LLC
N/A—69,837-69,837-100%$17.7M———
Moneta Group Investment Advisors LLC
N/A—69,174-69,174-100%$17.6M———
Iron Gate Global Advisors LLC
N/A—68,370-68,370-100%$17.4M———
Boston Family Office LLC
N/A—68,219-68,219-100%$17.3M———
Kidder Stephen W
N/A—66,643-66,643-100%$16.9M———
Lone Peak Global Investors LLC
N/A—66,091-66,091-100%$16.8M———
Ballentine Partners, LLC
N/A—66,025-66,025-100%$16.8M———
Borer Denton & Associates, Inc.
N/A—65,778-65,778-100%$16.7M———
Connors Investor Services Inc
N/A—65,715-65,715-100%$16.7M———
Regal Investment Advisors LLC
N/A—65,349-65,349-100%$16.6M———
Callan Family Office, LLC
N/A—64,905-64,905-100%$16.5M———
RiverFront Investment Group, LLC
N/A—64,265-64,265-100%$16.3M———
Blackhill Capital Inc
N/A—64,187-64,187-100%$16.3M———
Rowlandmiller & Partners.adv
N/A—64,152-64,152-100%$16.3M———
1ST Source Bank
N/A—63,970-63,970-100%$16.2M———
Rodgers Brothers Inc.
N/A—63,682-63,682-100%$16.2M———
MainStreet Investment Advisors LLC
N/A—63,190-63,190-100%$16.0M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—63,046-63,046-100%$16.0M———
Coastal Bridge Advisors, LLC
N/A—62,933-62,933-100%$16.0M———
Biondo Investment Advisors, LLC
N/A—62,902-62,902-100%$16.0M———
IHT Wealth Management, LLC
N/A—62,778-62,778-100%$15.9M———
Meeder Advisory Services, Inc.
N/A—62,731-62,731-100%$15.9M———
Logan Capital Management Inc
N/A—62,551-62,551-100%$15.9M———
Brevan Howard Capital Management LP
N/A—62,412-62,412-100%$15.9M———
JT Stratford LLC
N/A—60,862-60,862-100%$15.5M———
BFC Planning, Inc.
N/A—60,567-60,567-100%$15.4M———
Bollard Group LLC
N/A—60,481-60,481-100%$15.4M———
Opal Capital LLC
N/A—60,314-60,314-100%$15.3M———
Essex Financial Services, Inc.
N/A—60,120-60,120-100%$15.3M———
Caption Management, LLC
N/A—60,000-60,000-100%$15.2M———
Oddo BHF Asset Management SAS
N/A—59,881-59,881-100%$15.2M———
Puzo Michael J
N/A—59,597-59,597-100%$15.1M———
MidFirst Bank
N/A—59,477-59,477-100%$15.1M———
Somerville Kurt F
N/A—58,877-58,877-100%$15.0M———
Buckley Wealth Management, LLC
N/A—58,848-58,848-100%$14.9M———
one8zero8, LLC
N/A—58,659-58,659-100%$14.9M———
Farmers National Bank
N/A—58,294-58,294-100%$14.8M———
Caisse DES Depots ET Consignations
N/A—58,227-58,227-100%$14.8M———
Claret Asset Management Corp
N/A—58,039-58,039-100%$14.7M———
Pettyjohn, Wood & White, Inc
N/A—57,950-57,950-100%$14.7M———
Resources Management Corp
N/A—57,899-57,899-100%$14.7M———
Wahed Invest LLC
N/A—57,345-57,345-100%$14.6M———
Modern Wealth Management, LLC
N/A—57,332-57,332-100%$14.6M———
Arvest Bank Trust Division
N/A—57,057-57,057-100%$14.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—57,018-57,018-100%$14.5M———
Mutual Advisors, LLC
N/A—56,927-56,927-100%$14.5M———
New England Asset Management Inc
N/A—56,091-56,091-100%$14.2M———
Smartleaf Asset Management LLC
N/A—56,007-56,007-100%$14.5M———
Ostrum Asset Management
N/A—55,737-55,737-100%$14.2M———
Fidelis Capital Partners, LLC
N/A—55,734-55,734-100%$14.2M———
United Bank
N/A—54,544-54,544-100%$13.9M———
Johnson Financial Group, Inc.
N/A—54,323-54,323-100%$13.8M———
Managed Asset Portfolios, LLC
N/A—53,838-53,838-100%$13.7M———
Kennedy Capital Management LLC
N/A—53,762-53,762-100%$13.7M———
L & S Advisors Inc
N/A—52,966-52,966-100%$13.5M———
Colonial Trust Co / SC
N/A—52,948-52,948-100%$13.4M———
Gladstone Institutional Advisory LLC
N/A—52,767-52,767-100%$13.4M———
Savvy Advisors, Inc.
N/A—51,624-51,624-100%$13.1M———
TCW Group Inc
N/A—51,246-51,246-100%$13.0M———
Summitry LLC
N/A—51,089-51,089-100%$13.0M———
Fort Sheridan Advisors LLC
N/A—50,589-50,589-100%$12.8M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—50,162-50,162-100%$12.7M———
Rench Wealth Management, Inc.
N/A—49,991-49,991-100%$12.7M———
Roberts Glore & Co Inc
N/A—49,900-49,900-100%$12.7M———
Haverford Financial Services, Inc.
N/A—49,826-49,826-100%$12.7M———
Laffer Tengler Investments, Inc.
N/A—49,706-49,706-100%$12.6M———
McMillan Office, Inc.
N/A—49,167-49,167-100%$12.5M———
Stokes Family Office, LLC
N/A—48,385-48,385-100%$12.3M———
Sand Hill Global Advisors, LLC
N/A—48,282-48,282-100%$12.3M———
Nicolet Bankshares Inc
N/A—47,859-47,859-100%$12.2M———
Financial Avengers, Inc.
N/A—47,625-47,625-100%$12.1M———
Kelly Lawrence W & Associates Inc
N/A—47,610-47,610-100%$12.1M———
Keystone Financial Group
N/A—47,287-47,287-100%$12.0M———
Twin Capital Management Inc
N/A—47,173-47,173-100%$12.0M———
Focus Partners Advisor Solutions, LLC
N/A—47,169-47,169-100%$12.0M———
First Foundation Advisors
N/A—47,126-47,126-100%$12.0M———
VAN Lanschot Kempen Investment Management N.V.
N/A—46,955-46,955-100%$11.9M———
Cape COD Five Cents Savings Bank
N/A—46,726-46,726-100%$11.9M———
Southeast Asset Advisors, LLC
N/A—45,781-45,781-100%$11.6M———
Foster & Motley Inc
N/A—45,340-45,340-100%$11.5M———
Oxbow Advisors, LLC
N/A—45,256-45,256-100%$11.5M———
Hutner Capital Management Inc
N/A—45,099-45,099-100%$11.5M———
PYA Waltman Capital, LLC
N/A—45,046-45,046-100%$11.4M———
Covington Investment Advisors Inc.
N/A—44,594-44,594-100%$11.3M———
BNP Paribas
N/A—44,551-44,551-100%$11.3M———
Kera Capital Partners, Inc.
N/A—43,876-43,876-100%$11.1M———
Westpac Banking Corp
N/A—43,862-43,862-100%$11.1M———
Delaney Dennis R
N/A—43,754-43,754-100%$11.1M———
Family Manage LLC
N/A—43,515-43,515-100%$11.1M———
Stamos Capital Partners, L.P.
N/A—43,175-43,175-100%$11.0M———
Transcend Capital Advisors, LLC
N/A—43,125-43,125-100%$11.0M———
Robinhood Asset Management, LLC
N/A—42,812-42,812-100%$10.9M———
Osprey Private Wealth LLC
N/A—42,607-42,607-100%$10.8M———
Concentric Capital Strategies, LP
N/A—42,565-42,565-100%$10.8M———
Delaney Capital Management Ltd.
N/A—42,477-42,477-100%$10.8M———
Lafayette Investments, Inc.
N/A—42,382-42,382-100%$10.8M———
Frisch Financial Group, Inc.
N/A—42,329-42,329-100%$10.8M———
Cinctive Capital Management LP
N/A—41,948-41,948-100%$10.7M———
Lifeworks Advisors, LLC
N/A—41,683-41,683-100%$10.6M———
Avalon Trust Co
N/A—41,254-41,254-100%$10.5M———
FAS Wealth Partners, Inc.
N/A—41,193-41,193-100%$10.5M———
WCG Wealth Advisors LLC
N/A—41,061-41,061-100%$10.4M———
Schulhoff & Co Inc
N/A—40,998-40,998-100%$10.4M———
Amica Mutual Insurance Co
N/A—40,946-40,946-100%$10.4M———
American Money Management, LLC
N/A—40,855-40,855-100%$10.4M———
Delta Asset Management LLC
N/A—40,142-40,142-100%$10.2M———
Trajan Wealth LLC
N/A—39,901-39,901-100%$10.1M———
Berger Financial Group, Inc
N/A—39,841-39,841-100%$10.1M———
Jaffetilchin Investment Partners, LLC
N/A—39,796-39,796-100%$10.1M———
Webster Bank, N. A.
N/A—39,734-39,734-100%$10.1M———
F/m Investments LLC
N/A—39,177-39,177-100%$9.9M———
Westerkirk Capital Inc.
N/A—38,959-38,959-100%$9.9M———
Rehmann Capital Advisory Group
N/A—38,703-38,703-100%$9.8M———
Hudson Value Partners, LLC
N/A—38,698-38,698-100%$9.8M———
Baader Bank Aktiengesellschaft
N/A—38,394-38,394-100%$9.8M———
Tower Research Capital LLC (TRC)
N/A—38,358-38,358-100%$9.7M———
Mission Creek Capital Partners, Inc.
N/A—37,974-37,974-100%$8.0M———
KKM Financial LLC
N/A—37,425-37,425-100%$9.5M———
SIT Investment Associates Inc
N/A—37,360-37,360-100%$9.5M———
Core Alternative Capital
N/A—37,154-37,154-100%$9.4M———
Calydon Capital
N/A—36,979-36,979-100%$9.4M———
Aviso Financial Inc.
N/A—36,682-36,682-100%$9.3M———
Hayek Kallen Investment Management
N/A—36,608-36,608-100%$9.3M———
NorthRock Partners, LLC
N/A—36,605-36,605-100%$9.3M———
Spinnaker Trust
N/A—36,425-36,425-100%$9.3M———
Field & Main Bank
N/A—36,353-36,353-100%$9.2M———
ABN Amro Bank N.V.
N/A—36,256-36,256-100%$9.2M———
Texas Yale Capital Corp.
N/A—36,037-36,037-100%$9.2M———
Bank of Hawaii
N/A—36,030-36,030-100%$9.2M———
Westfield Capital Management Co LP
N/A—35,772-35,772-100%$9.1M———
Townsquare Capital LLC
N/A—35,436-35,436-100%$9.0M———
Ariel Investments, LLC
N/A—35,393-35,393-100%$9.0M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—35,204-35,204-100%$8.9M———
Simmons Bank
N/A—35,136-35,136-100%$8.9M———
Two Sigma Investments, LP
N/A—34,909-34,909-100%$8.9M———
New Age Alpha Advisors, LLC
N/A—34,467-34,467-100%$8.8M———
Brooks, Moore & Associates, Inc.
N/A—34,417-34,417-100%$8.7M———
Hills Bank & Trust Co
N/A—34,221-34,221-100%$8.7M———
Soros Fund Management LLC
N/A—34,019-34,019-100%$8.6M———
Walter & Keenan Wealth Management LLC
N/A—33,867-33,867-100%$8.6M———
Hilton Capital Management, LLC
N/A—33,539-33,539-100%$8.5M———
Xcelsior Advisor Partners LLC
N/A—33,502-33,502-100%$8.5M———
Algert Global LLC
N/A—33,237-33,237-100%$8.4M———
Prestige Wealth Management Group LLC
N/A—33,173-33,173-100%$8.4M———
Sargent Investment Group, LLC
N/A—33,156-33,156-100%$8.4M———
Kintra Wealth, LLC
N/A—32,918-32,918-100%$8.6M———
AR Asset Management Inc
N/A—32,917-32,917-100%$8.4M———
Mark Sheptoff Financial Planning, LLC
N/A—32,538-32,538-100%$8.3M———
Capital Analysts, LLC
N/A—32,347-32,347-100%$8.2M———
Syon Capital LLC
N/A—32,155-32,155-100%$8.2M———
Paragon Capital Management LLC
N/A—32,155-32,155-100%$8.2M———
Trinity Legacy Partners, LLC
N/A—31,986-31,986-100%$8.0M———
Winslow Asset Management Inc
N/A—31,769-31,769-100%$8.1M———
Cumberland Partners Ltd
N/A—31,490-31,490-100%$8.0M———
Charter Research & Investment Group, Inc.
N/A—31,433-31,433-100%$8.0M———
Evolve Private Wealth, LLC
N/A—31,341-31,341-100%$8.0M———
Hunter Perkins Capital Management, LLC
N/A—31,183-31,183-100%$7.9K———
Te Ahumairangi Investment Management Ltd
N/A—31,084-31,084-100%$7.9M———
CreativeOne Wealth, LLC
N/A—30,977-30,977-100%$7.9M———
Foundations Investment Advisors, LLC
N/A—30,976-30,976-100%$7.9M———
Taylor Hoffman Capital Management LLC
N/A—30,972-30,972-100%$7.9M———
P.A.W. Capital Corp
N/A—30,800-30,800-100%$7.8M———
Cambient Family Office, LLC
N/A—30,573-30,573-100%$7.8M———
Whalerock Point Partners, LLC
N/A—30,416-30,416-100%$7.7M———
Notis-McConarty Edward
N/A—30,391-30,391-100%$7.7M———
LRT Capital Management, LLC
N/A—30,168-30,168-100%$7.7M———
RFP Financial Group LLC
N/A—30,024-30,024-100%$7.6M———
RH Tailwind Management, LLC
N/A—30,000-30,000-100%$7.6M———
Keystone Investors PTE LTD
N/A—29,987-29,987-100%$7.6M———
Greenline Partners, LLC
N/A—29,985-29,985-100%$7.6M———
Graybill Wealth Management, Ltd.
N/A—29,954-29,954-100%$7.6M———
Howe & Rusling Inc
N/A—29,374-29,374-100%$7.5M———
Red Door Wealth Management, LLC
N/A—29,210-29,210-100%$7.4M———
Pure Financial Advisors, LLC
N/A—29,199-29,199-100%$7.4M———
Allred Capital Management, LLC
N/A—29,103-29,103-100%$7.4M———
American Trust
N/A—29,039-29,039-100%$7.4M———
Harbor Advisory Corp
N/A—28,919-28,919-100%$7.3M———
Voleon Capital Management LP
N/A—28,917-28,917-100%$7.3M———
Sphera Funds Management Ltd.
N/A—28,831-28,831-100%$7.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—28,718-28,718-100%$7.3M———
Birmingham Capital Management Co Inc
N/A—28,709-28,709-100%$7.3M———
E Fund Management Co., Ltd.
N/A—28,709-28,709-100%$7.3M———
Elefante Mark B
N/A—28,686-28,686-100%$7.3M———
Brentview Investment Management LLC
N/A—28,682-28,682-100%$7.3M———
Stonebridge Capital Management Inc
N/A—28,615-28,615-100%$7.3M———
Ameritas Investment Partners, Inc.
N/A—28,599-28,599-100%$7.3M———
Checchi Capital Advisers, LLC
N/A—28,318-28,318-100%$7.2M———
Longbow Finance SA
N/A—28,164-28,164-100%$7.2M———
North Star Asset Management Inc
N/A—28,155-28,155-100%$7.2M———
Icon Wealth Advisors, LLC
N/A—28,114-28,114-100%$7.1M———
BBR Partners, LLC
N/A—27,913-27,913-100%$7.1M———
Platinum Investment Management LTD
N/A—27,830-27,830-100%$7.1M———
Morgan Dempsey Capital Management LLC
N/A—27,812-27,812-100%$7.1M———
Baldwin Investment Management, LLC
N/A—27,516-27,516-100%$7.0M———
Concorde Financial Corp
N/A—27,510-27,510-100%$7.0M———
Frec Markets, Inc.
N/A—27,439-27,439-100%$7.0M———
Woodbridge Co LTD
N/A—27,271-27,271-100%$6.9M———
Paradigm Capital Management Inc
N/A—27,200-27,200-100%$6.9M———
Morton Community Bank
N/A—27,164-27,164-100%$6.9M———
Hilltop Holdings Inc.
N/A—26,901-26,901-100%$6.8M———
D L Carlson Investment Group Inc
N/A—26,845-26,845-100%$6.8M———
Opus Investment Management Inc
N/A—26,800-26,800-100%$6.8M———
Roehl & Yi Investment Advisors, LLC
N/A—26,711-26,711-100%$3.8M———
DoubleLine ETF Adviser LP
N/A—26,686-26,686-100%$6.8M———
Truvestments Capital LLC
N/A—26,544-26,544-100%$6.7M———
Northstar Advisory Group, LLC
N/A—26,272-26,272-100%$6.7M———
White Knight Strategic Wealth Advisors, LLC
N/A—26,121-26,121-100%$6.6M———
National Philanthropic Trust
N/A—26,110-26,110-100%$6.6M———
Alpine Woods Capital Investors, LLC
N/A—26,009-26,009-100%$6.6M———
Aristotle Capital Management, LLC
N/A—25,712-25,712-100%$6.5M———
Ameritas Advisory Services, LLC
N/A—25,667-25,667-100%$6.5M———
Kensington Investment Counsel, LLC
N/A—25,663-25,663-100%$6.5M———
Sandhill Capital Partners LLC
N/A—25,662-25,662-100%$6.5M———
Sumitomo Life Insurance Co
N/A—25,310-25,310-100%$6.4M———
Tulsa Wealth Advisors, Inc
N/A—25,176-25,176-100%$6.4M———
Bamco Inc
N/A—25,172-25,172-100%$6.4M———
ArchPoint Investors
N/A—25,165-25,165-100%$6.4M———
GQG Partners LLC
N/A—25,158-25,158-100%$6.4M———
Naviter Wealth, LLC
N/A—25,011-25,011-100%$6.4M———
Buffalo Business & Estate Services LTD
N/A—24,887-24,887-100%$6.3M———
Spartan Wealth Advisory Services LLC
N/A—24,807-24,807-100%$6.3M———
Waterloo Capital, L.P.
N/A—24,785-24,785-100%$6.3M———
Mayflower Financial Advisors, LLC
N/A—24,544-24,544-100%$6.2M———
Keel Point, LLC
N/A—24,474-24,474-100%$6.2M———
Intrust Bank NA
N/A—24,382-24,382-100%$6.2M———
Main Street Financial Solutions, LLC
N/A—24,186-24,186-100%$6.1M———
NorthCoast Asset Management LLC
N/A—23,958-23,958-100%$6.1M———
Catalyst Funds Management Pty Ltd
N/A—23,900-23,900-100%$6.1M———
44 Wealth Management LLC
N/A—23,812-23,812-100%$6.0M———
River Road Asset Management, LLC
N/A—23,792-23,792-100%$6.0M———
Meiji Yasuda Life Insurance Co
N/A—23,591-23,591-100%$6.0M———
Dean Investment Associates, LLC
N/A—23,426-23,426-100%$5.9M———
Palisade Capital Management, LP
N/A—23,321-23,321-100%$5.9M———
Drucker Wealth 3.0, LLC
N/A—23,313-23,313-100%$5.9M———
Vanguard National Trust Co
N/A—23,246-23,246-100%$5.9M———
Smith, Moore & Co.
N/A—23,180-23,180-100%$5.9M———
Hodges Capital Management Inc.
N/A—23,026-23,026-100%$5.8M———
Bridgewater Advisors Inc.
N/A—22,989-22,989-100%$5.8M———
Vance Wealth, LLC
N/A—22,746-22,746-100%$5.8M———
Ilex Capital Partners (UK) LLP
N/A—22,637-22,637-100%$5.7M———
Artia Global Partners LP
N/A—22,600-22,600-100%$5.7M———
Insigneo Advisory Services, LLC
N/A—22,580-22,580-100%$5.7M———
Heartland Advisors Inc
N/A—22,532-22,532-100%$5.7M———
Capital Advisors Inc
N/A—22,507-22,507-100%$5.7M———
Prosperity Consulting Group, LLC
N/A—22,450-22,450-100%$5.7M———
Tyche Wealth Partners LLC
N/A—22,399-22,399-100%$5.7M———
Resurgent Financial Advisors LLC
N/A—22,360-22,360-100%$5.7M———
GWN Securities Inc.
N/A—22,279-22,279-100%$5.7M———
Advisory Alpha, LLC
N/A—22,094-22,094-100%$5.6M———
Diadema Partners LP
N/A—22,000-22,000-100%$5.6M———
Groupama Asset Managment
N/A—21,959-21,959-100%$5.6M———
Qtron Investments LLC
N/A—21,897-21,897-100%$5.6M———
Dempze Nancy E
N/A—21,838-21,838-100%$5.5M———
Advyzon Investment Management, LLC
N/A—21,732-21,732-100%$5.5M———
Private Wealth Asset Management, LLC
N/A—21,450-21,450-100%$5.4M———
Tevis Investment Management
N/A—21,418-21,418-100%$5.4M———
Broadwater Capital Management LLC
N/A—21,130-21,130-100%$5.4M———
Annandale Capital, LLC
N/A—20,987-20,987-100%$5.3M———
Dodge & COX
N/A—20,947-20,947-100%$5.3M———
Hilltop Partners LLC
N/A—20,946-20,946-100%$5.3M———
Kinloch Capital, LLC
N/A—20,931-20,931-100%$5.3M———
Stratos Investment Management, LLC
N/A—20,901-20,901-100%$5.3M———
Pitti Group Wealth Management, LLC
N/A—20,892-20,892-100%$5.3M———
Chilton Investment Co Inc.
N/A—20,745-20,745-100%$5.3M———
Jupiter Wealth Management LLC
N/A—20,696-20,696-100%$5.3M———
WealthTrust Axiom LLC
N/A—20,387-20,387-100%$5.2M———
Kovack Advisors, Inc.
N/A—20,128-20,128-100%$5.1M———
Oversea-Chinese Banking Corp Ltd
N/A—20,127-20,127-100%$5.1M———
Argent Advisors, Inc.
N/A—20,074-20,074-100%$5.1M———
Palumbo Wealth Management LLC
N/A—20,038-20,038-100%$5.1M———
Northwest & Ethical Investments L.P.
N/A—20,023-20,023-100%$5.1M———
SageView Advisory Group, LLC
N/A—19,763-19,763-100%$5.0M———
T. Rowe Price Investment Management, Inc.
N/A—19,637-19,637-100%$5.0M———
Trustco Bank Corp N Y
N/A—19,555-19,555-100%$5.0M———
Atlanta Consulting Group Advisors, LLC
N/A—19,551-19,551-100%$5.0M———
Zhang Financial LLC
N/A—19,501-19,501-100%$5.0M———
FCA Corp
N/A—19,411-19,411-100%$4.9M———
Centric Wealth Management
N/A—19,345-19,345-100%$4.3M———
Dorsey Wright & Associates
N/A—19,191-19,191-100%$4.9M———
Venturi Wealth Management, LLC
N/A—19,172-19,172-100%$4.9M———
Holocene Advisors, LP
N/A—18,956-18,956-100%$4.8M———
Ossiam
N/A—18,853-18,853-100%$4.8M———
Ausdal Financial Partners, Inc.
N/A—18,662-18,662-100%$4.7M———
Weik Capital Management
N/A—18,644-18,644-100%$4.7M———
Edgewood Management LLC
N/A—18,371-18,371-100%$4.7M———
Sectoral Asset Management Inc
N/A—18,218-18,218-100%$4.6M———
Diamant Asset Management, Inc.
N/A—18,203-18,203-100%$4.6M———
Security National Bank of Sioux City Iowa
N/A—18,143-18,143-100%$4.6M———
Precision Wealth Strategies, LLC
N/A—18,135-18,135-100%$4.6M———
Wellspring Financial Advisors, LLC
N/A—17,959-17,959-100%$4.6M———
Chelsea Counsel Co
N/A—17,904-17,904-100%$4.5M———
Cozad Asset Management Inc
N/A—17,475-17,475-100%$4.4M———
Asset Management Group, Inc.
N/A—17,372-17,372-100%$4.4M———
Aurdan Capital Management, LLC
N/A—17,300-17,300-100%$4.4M———
AssuredPartners Investment Advisors, LLC
N/A—17,251-17,251-100%$4.4M———
Thomasville National Bank
N/A—17,243-17,243-100%$4.4M———
Monetary Management Group Inc
N/A—17,045-17,045-100%$4.3M———
Navellier & Associates Inc
N/A—16,971-16,971-100%$4.3M———
Peak Asset Management, LLC
N/A—16,957-16,957-100%$4.3M———
Martin & Co Inc
N/A—16,621-16,621-100%$4.2M———
Forum Finance Group S.A.
N/A—16,598-16,598-100%$3.4K———
Security National Bank of SO DAK
N/A—16,469-16,469-100%$4.2M———
Adalta Capital Management LLC
N/A—16,410-16,410-100%$4.2M———
Genesis Wealth Advisors, LLC
N/A—16,380-16,380-100%$4.2M———
Chancellor Financial Group WB LP
N/A—16,373-16,373-100%$4.2M———
First Western Trust Bank
N/A—16,144-16,144-100%$4.1M———
Walsky Investment Management, Inc.
N/A—16,077-16,077-100%$4.1M———
Financial Gravity Companies, Inc.
N/A—16,069-16,069-100%$4.1M———
Slagle Financial, LLC
N/A—16,066-16,066-100%$4.1M———
Lighthouse Investment Partners, LLC
N/A—15,975-15,975-100%$4.1M———
First Dallas Securities Inc.
N/A—15,944-15,944-100%$4.0M———
Peak Retirement Planning, Inc.
N/A—15,923-15,923-100%$4.0M———
Mosaic Family Wealth Partners, LLC
N/A—15,917-15,917-100%$4.0M———
Dover Advisors, LLC
N/A—15,782-15,782-100%$3.3M———
Kiley Juergens Wealth Management, LLC
N/A—15,679-15,679-100%$4.0M———
Horizon Kinetics Asset Management LLC
N/A—15,508-15,508-100%$3.9M———
Manhattan West Asset Management, LLC
N/A—15,424-15,424-100%$3.9M———
Heartland Bank & Trust Co
N/A—15,177-15,177-100%$3.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—15,152-15,152-100%$3.8M———
Blue Edge Capital, LLC
N/A—15,069-15,069-100%$3.8M———
Abbot Financial Management, Inc.
N/A—15,045-15,045-100%$3.8M———
Widmann Financial Services, Inc.
N/A—15,013-15,013-100%$3.8M———
FourThought Financial Partners, LLC
N/A—14,967-14,967-100%$3.8M———
Corsicana & Co.
N/A—14,904-14,904-100%$3.8M———
Sfmg, LLC
N/A—14,871-14,871-100%$3.8M———
VeraBank, N.A.
N/A—14,786-14,786-100%$3.8M———
Wealth Alliance, LLC
N/A—14,755-14,755-100%$3.7M———
North Dallas Bank & Trust Co
N/A—14,650-14,650-100%$3.7M———
Bontempo Ohly Capital Mgmt LLC
N/A—14,639-14,639-100%$3.7M———
Intrepid Capital Management Inc
N/A—14,617-14,617-100%$3.7M———
One Capital Management, LLC
N/A—14,466-14,466-100%$3.5M———
Jump Financial, LLC
N/A—14,450-14,450-100%$3.7M———
Alexander Labrunerie & Co., Inc.
N/A—14,291-14,291-100%$3.6M———
Stonebrook Private Inc.
N/A—14,252-14,252-100%$3.6M———
Mattson Financial Services, LLC
N/A—14,182-14,182-100%$3.5M———
Owen LaRue, LLC
N/A—14,169-14,169-100%$3.6M———
American Investment Services, Inc.
N/A—14,085-14,085-100%$3.6M———
Holderness Investments Co
N/A—14,009-14,009-100%$3.6M———
Samjo Management, LLC
N/A—13,970-13,970-100%$3.5M———
Aimz Investment Advisors, LLC
N/A—13,954-13,954-100%$3.5M———
Winthrop Partners - WNY, LLC
N/A—13,875-13,875-100%$3.5M———
Zuckerman Investment Group, LLC
N/A—13,712-13,712-100%$3.5M———
Tiaa Trust, National Association
N/A—13,676-13,676-100%$3.5M———
Quotient Wealth Partners, LLC
N/A—13,597-13,597-100%$3.5M———
Wilkinson Global Asset Management LLC
N/A—13,580-13,580-100%$3.4M———
Jackson, Grant Investment Advisers, Inc.
N/A—13,554-13,554-100%$3.4M———
Boxwood Ventures, Inc.
N/A—13,467-13,467-100%$3.4M———
Rothschild Wealth LLC
N/A—13,431-13,431-100%$3.4M———
FLC Capital Advisors
N/A—13,403-13,403-100%$3.4M———
Summit Wealth Partners, LLC
N/A—13,396-13,396-100%$3.4M———
GeoWealth Management, LLC
N/A—13,367-13,367-100%$3.4M———
Sittner & Nelson, LLC
N/A—13,355-13,355-100%$3.4M———
OneAscent Financial Services LLC
N/A—13,352-13,352-100%$3.4M———
Adapt Wealth Advisors, LLC
N/A—13,322-13,322-100%$3.4M———
LaSalle St. Investment Advisors, LLC
N/A—13,279-13,279-100%$3.4M———
Octavia Wealth Advisors, LLC
N/A—13,271-13,271-100%$3.4M———
Wealth Management Associates, Inc.
N/A—13,266-13,266-100%$3.4M———
Estate Planners Group, LLC
N/A—13,124-13,124-100%$3.3M———
Talisman Wealth Advisors LLC
N/A—13,061-13,061-100%$3.3M———
Ally Financial Inc.
N/A—13,000-13,000-100%$3.3M———
Banco de Sabadell, S.a
N/A—12,879-12,879-100%$3.3M———
Miller Investment Management, LP
N/A—12,849-12,849-100%$3.3M———
WealthShield Partners, LLC
N/A—12,753-12,753-100%$3.2M———
Raelipskie Partnership
N/A—12,722-12,722-100%$3.2M———
Lionhunter Capital Management, LLC
N/A—12,698-12,698-100%$3.2M———
Lcnb Corp
N/A—12,559-12,559-100%$3.2M———
Forty-three Eighteen Advisors, LLC
N/A—12,555-12,555-100%$3.2M———
Davis Asset Management, L.P.
N/A—12,500-12,500-100%$3.2M———
Painted Porch Advisors LLC
N/A—12,488-12,488-100%$3.2M———
Blue Chip Partners, LLC
N/A—12,405-12,405-100%$3.2M———
Centaurus Financial, Inc.
N/A—12,384-12,384-100%$3.1M———
Berkeley Capital Partners, LLC
N/A—12,370-12,370-100%$3.1M———
Financial Engines Advisors L.L.C.
N/A—12,305-12,305-100%$3.1M———
Crews Bank & Trust
N/A—12,235-12,235-100%$3.1M———
LRI Investments, LLC
N/A—12,180-12,180-100%$3.1M———
Everpar Advisors LLC
N/A—12,152-12,152-100%$3.1M———
Apriem Advisors
N/A—12,145-12,145-100%$3.1M———
Pinnacle Holdings, LLC
N/A—12,049-12,049-100%$3.1M———
Trivium Point Advisory, LLC
N/A—12,027-12,027-100%$3.1M———
Bank of the Bluegrass & Trust Co.
N/A—11,972-11,972-100%$3.2M———
Keynote Financial Services LLC
N/A—11,963-11,963-100%$3.0M———
Northstar Financial Companies, Inc.
N/A—11,932-11,932-100%$3.0M———
Rogco, LP
N/A—11,871-11,871-100%$3.0M———
First National Bank of Hutchinson
N/A—11,866-11,866-100%$3.0M———
Ethos Financial Group, LLC
N/A—11,831-11,831-100%$3.1M———
Magnolia Capital Advisors LLC
N/A—11,815-11,815-100%$3.0M———
Graham Capital Management, L.P.
N/A—11,747-11,747-100%$3.0M———
Godshalk Welsh Capital Management, Inc.
N/A—11,701-11,701-100%$3.0M———
SAM Advisors, LLC
N/A—11,600-11,600-100%$2.9M———
Circle Wealth Management, LLC
N/A—11,583-11,583-100%$2.9M———
CoreFirst Bank & Trust
N/A—11,471-11,471-100%$2.9M———
Integrated Investment Consultants, LLC
N/A—11,330-11,330-100%$2.9M———
Stratos Wealth Advisors, LLC
N/A—11,189-11,189-100%$2.8M———
Meridian Wealth Advisors, LLC
N/A—11,076-11,076-100%$2.8M———
Gateway Wealth Partners, LLC
N/A—11,060-11,060-100%$2.8M———
Ames National Corp
N/A—11,029-11,029-100%$2.8M———
Union Heritage Capital, LLC
N/A—11,014-11,014-100%$2.8M———
Waddell & Associates, LLC
N/A—10,973-10,973-100%$2.8M———
TRB Wealth Management, LLC
N/A—10,921-10,921-100%$2.8M———
Patron Partners, LLC
N/A—10,849-10,849-100%$2.8M———
IMA Advisory Services, Inc.
N/A—10,737-10,737-100%$2.7M———
Sagewood Asset Management LP
N/A—10,651-10,651-100%$2.7M———
Marble Wealth, LLC
N/A—10,610-10,610-100%$2.7M———
Talon Private Wealth, LLC
N/A—10,588-10,588-100%$2.7M———
Proficio Capital Partners LLC
N/A—10,547-10,547-100%$2.7M———
CFO4Life Group, LLC
N/A—10,539-10,539-100%$2.7M———
Round Rock Advisors LLC
N/A—10,503-10,503-100%$2.7M———
Marshall Investment Management, LLC
N/A—10,479-10,479-100%$2.7M———
Tiemann Investment Advisors, LLC
N/A—10,451-10,451-100%$2.7M———
Westfuller Advisors, LLC
N/A—10,413-10,413-100%$2.6M———
Sunflower Bank, N.A.
N/A—10,403-10,403-100%$2.6M———
Entropy Technologies, LP
N/A—10,291-10,291-100%$2.6M———
OAK Associates LTD
N/A—10,281-10,281-100%$2.6M———
Novak & Powell Financial Services, Inc.
N/A—10,273-10,273-100%$2.6M———
RB Capital Management, LLC
N/A—10,243-10,243-100%$2.6M———
Wealthquest Corp
N/A—10,215-10,215-100%$2.6M———
South Street Advisors LLC
N/A—10,191-10,191-100%$2.6M———
Defiance ETFs, LLC
N/A—10,189-10,189-100%$2.6M———
Evernest Financial Advisors, LLC
N/A—10,172-10,172-100%$2.6M———
Cvfg LLC
N/A—10,157-10,157-100%$2.6M———
Marshall Financial Group, LLC
N/A—10,123-10,123-100%$2.6M———
First National Advisers, LLC
N/A—10,083-10,083-100%$2.6M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—10,050-10,050-100%$2.6M———
First Commonwealth Financial Corp
N/A—10,016-10,016-100%$2.5M———
Guardian Wealth Advisors, LLC / NC
N/A—9,997-9,997-100%$2.5M———
Orographic Financial Advisors, LLC
N/A—9,761-9,761-100%$2.5K———
CVA Family Office, LLC
N/A—9,737-9,737-100%$2.5M———
Westmount Partners, LLC
N/A—9,734-9,734-100%$2.5M———
Strait & Sound Wealth Management LLC
N/A—9,719-9,719-100%$2.5M———
Wimmer Associates 1, LLC
N/A—9,705-9,705-100%$2.5M———
St. Nicholas Private Asset Management, Inc
N/A—9,700-9,700-100%$2.5M———
Silicon Valley Capital Partners
N/A—9,678-9,678-100%$2.5M———
Millstone Evans Group, LLC
N/A—9,613-9,613-100%$2.4M———
Boston Research & Management Inc
N/A—9,613-9,613-100%$2.4M———
LOM Asset Management Ltd
N/A—9,610-9,610-100%$2.4M———
Wilson & Boucher Capital Management, LLC
N/A—9,601-9,601-100%$2.4M———
Highview Capital Management LLC
N/A—9,517-9,517-100%$2.4M———
W1m Asset Management Ltd
N/A—9,513-9,513-100%$2.4M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—9,457-9,457-100%$2.4M———
Moment Partners, LLC
N/A—9,407-9,407-100%$2.4M———
Keebeck Wealth Management
N/A—9,392-9,392-100%$2.4M———
Manning & Napier Advisors LLC
N/A—9,373-9,373-100%$2.4M———
Northwest Bancshares, Inc.
N/A—9,353-9,353-100%$2.4M———
GHE, LLC
N/A—9,306-9,306-100%$2.4M———
Aureus Asset Management, LLC
N/A—9,201-9,201-100%$2.3M———
Sprucegrove Investment Management LTD
N/A—9,200-9,200-100%$2.3M———
Members Trust Co
N/A—9,152-9,152-100%$2.3M———
Intrepid Financial Planning Group LLC
N/A—9,046-9,046-100%$2.3M———
LM Advisors LLC
N/A—9,022-9,022-100%$2.3M———
Vaughan Nelson Investment Management, L.P.
N/A—9,015-9,015-100%$2.3M———
Capital International Sarl
N/A—8,915-8,915-100%$2.3M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—8,899-8,899-100%$2.3M———
Gilbert & Cook, Inc.
N/A—8,802-8,802-100%$2.2M———
Jensen Investment Management Inc
N/A—8,797-8,797-100%$2.2M———
Fairfield, Bush & Co.
N/A—8,732-8,732-100%$2.2M———
Brave Asset Management Inc
N/A—8,712-8,712-100%$2.2M———
Oxford Financial Group, Ltd. LLC
N/A—8,614-8,614-100%$2.2M———
Klcm Advisors, Inc.
N/A—8,607-8,607-100%$2.2M———
Empirical Asset Management, LLC
N/A—8,572-8,572-100%$2.2M———
Onex Canada Asset Management Inc.
N/A—8,541-8,541-100%$2.2M———
SHP Wealth Management
N/A—8,496-8,496-100%$2.2M———
Aberdeen Wealth Management LLC
N/A—8,486-8,486-100%$2.2M———
O'rourke & Company, Inc
N/A—8,477-8,477-100%$2.2M———
Affinity Investment Advisors, LLC
N/A—8,462-8,462-100%$2.1M———
Ceeto Capital Group, LLC
N/A—8,418-8,418-100%$2.1M———
Orleans Capital Management Corp
N/A—8,380-8,380-100%$2.1M———
Kapstone Financial Advisors LLC
N/A—8,363-8,363-100%$2.1M———
Royal Capital Wealth Management, LLC
N/A—8,326-8,326-100%$2.1M———
Alteri Wealth LLC
N/A—8,318-8,318-100%$2.1M———
Mendel Capital Management LLC
N/A—8,308-8,308-100%$2.1M———
Paces Ferry Wealth Advisors, LLC
N/A—8,288-8,288-100%$2.1M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—8,202-8,202-100%$2.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,174-8,174-100%$2.1M———
Sierra Capital LLC
N/A—8,157-8,157-100%$2.1M———
Paradigm Capital Management, LLC
N/A—8,100-8,100-100%$2.1M———
New Republic Capital, LLC
N/A—8,090-8,090-100%$2.1M———
Birchcreek Wealth Management, LLC
N/A—8,066-8,066-100%$2.0M———
Rice Hall James & Associates, LLC
N/A—7,992-7,992-100%$2.0M———
Bridgefront Capital, LLC
N/A—7,888-7,888-100%$2.0M———
MJP Associates Inc
N/A—7,837-7,837-100%$2.0M———
Faithward Advisors, LLC
N/A—7,824-7,824-100%$2.0M———
Clarion Wealth Managment Partners, LLC
N/A—7,816-7,816-100%$2.0M———
Leith Wheeler Investment Counsel Ltd.
N/A—7,767-7,767-100%$2.0M———
Cambria Investment Management, L.P.
N/A—7,734-7,734-100%$2.0M———
Sandy Cove Advisors, LLC
N/A—7,731-7,731-100%$2.0M———
Tradition Wealth Management, LLC
N/A—7,701-7,701-100%$2.0M———
Montanova Capital, LLC
N/A—7,700-7,700-100%$2.0M———
Pitcairn Wealth Advisors LLC
N/A—7,668-7,668-100%$1.9M———
Burnham & Co LLC
N/A—7,667-7,667-100%$1.9M———
Smart Money Group LLC
N/A—7,656-7,656-100%$1.9M———
Bouchey Financial Group, Ltd.
N/A—7,596-7,596-100%$1.9M———
Cascade Financial Partners, LLC
N/A—7,564-7,564-100%$1.9M———
Ark Wealth Advisors LLC
N/A—7,557-7,557-100%$1.9M———
PCM Encore, LLC
N/A—7,539-7,539-100%$1.9M———
Fi3 Financial Advisors, LLC
N/A—7,501-7,501-100%$401.1K———
Transamerica Financial Advisors, LLC
N/A—7,490-7,490-100%$1.9M———
Safe Harbor Fiduciary, LLC
N/A—7,462-7,462-100%$1.9M———
Providence Capital Advisors, LLC
N/A—7,395-7,395-100%$1.9M———
South Plains Financial, Inc.
N/A—7,365-7,365-100%$1.9M———
Seneca House Advisors
N/A—7,350-7,350-100%$1.9M———
Broadleaf Partners, LLC
N/A—7,326-7,326-100%$1.9M———
Wrapmanager Inc
N/A—7,313-7,313-100%$1.9M———
Great OAK Capital Partners, LLC
N/A—7,311-7,311-100%$1.9M———
Houlihan Financial Resource Group, Ltd.
N/A—7,271-7,271-100%$1.8M———
Portland Global Advisors LLC
N/A—7,242-7,242-100%$1.8M———
Brown Financial Advisors
N/A—7,216-7,216-100%$1.8M———
SOA Wealth Advisors, Llc.
N/A—7,183-7,183-100%$1.8M———
BOK Financial Private Wealth, Inc.
N/A—7,150-7,150-100%$1.8M———
Headinvest, LLC
N/A—7,126-7,126-100%$1.8M———
PIN OAK Investment Advisors Inc
N/A—7,063-7,063-100%$1.8M———
X-Square Capital, LLC
N/A—7,053-7,053-100%$1.8M———
Range Advisory, LLC
N/A—7,026-7,026-100%$1.8M———
Osborne Partners Capital Management, LLC
N/A—7,021-7,021-100%$1.8M———
Lbmc Investment Advisors, LLC
N/A—6,998-6,998-100%$1.8M———
Doheny Asset Management
N/A—6,994-6,994-100%$1.8M———
Verity Wealth Advisors
N/A—6,964-6,964-100%$1.8M———
K.J. Harrison & Partners Inc
N/A—6,956-6,956-100%$1.8M———
Richmond Brothers, Inc.
N/A—6,945-6,945-100%$1.8M———
AFT, Forsyth & Company, Inc.
N/A—6,874-6,874-100%$1.7M———
Alesco Advisors, LLC, An ESL Co
N/A—6,829-6,829-100%$1.7M———
Aster Capital Management (Difc) Ltd
N/A—6,824-6,824-100%$1.7M———
Fortis Capital Management LLC
N/A—6,812-6,812-100%$1.7M———
Mars Jewett Financial Group, Inc.
N/A—6,787-6,787-100%$1.7M———
Meadowbrook Advisors Group, LLC
N/A—6,744-6,744-100%$1.7M———
Investor's Fiduciary Advisor Network, LLC
N/A—6,725-6,725-100%$1.7M———
Sonoma Private Wealth LLC
N/A—6,686-6,686-100%$1.7M———
Wayfinding Financial, LLC
N/A—6,634-6,634-100%$1.7M———
Cyber Hornet ETFs LLC
N/A—6,555-6,555-100%$1.7M———
Perennial Investment Advisors, LLC
N/A—6,519-6,519-100%$1.7M———
Schrum Private Wealth Management LLC
N/A—6,512-6,512-100%$1.0M———
Prostatis Group LLC
N/A—6,495-6,495-100%$1.6M———
Twin Lakes Capital Management, LLC
N/A—6,478-6,478-100%$1.6M———
Schonfeld Strategic Advisors LLC
N/A—6,461-6,461-100%$1.6M———
East Coast Asset Management, Llc.
N/A—6,425-6,425-100%$1.6M———
Wealthspire Retirement, LLC
N/A—6,399-6,399-100%$1.6M———
Clarendon Private LLC
N/A—6,395-6,395-100%$1.6M———
Bank OZK
N/A—6,393-6,393-100%$1.6M———
WNY Asset Management, LLC
N/A—6,393-6,393-100%$1.6M———
Thompson David Blair
N/A—6,335-6,335-100%$1.6M———
Calton & Associates, Inc.
N/A—6,320-6,320-100%$1.6M———
Rexford Capital Inc
N/A—6,254-6,254-100%$1.6M———
CIM Investment Management Inc
N/A—6,239-6,239-100%$1.6M———
Lakeridge Wealth Management LLC
N/A—6,234-6,234-100%$1.6M———
Duncan Williams Asset Management, LLC
N/A—6,218-6,218-100%$1.6M———
MRP Capital Investments, LLC
N/A—6,201-6,201-100%$1.6M———
Lansing Street Advisors
N/A—6,198-6,198-100%$1.6M———
Coastwise Capital Group, LLC
N/A—6,189-6,189-100%$1.6M———
Winning Points Advisors, LLC
N/A—6,155-6,155-100%$1.6M———
GTS Securities LLC
N/A—6,107-6,107-100%$1.6M———
Tudor Financial Inc.
N/A—6,087-6,087-100%$1.5M———
WJ Financial Advisors LLC
N/A—6,069-6,069-100%$1.5M———
Permanent Capital Management, LP
N/A—6,055-6,055-100%$1.5M———
NCM Capital Management, LLC
N/A—6,049-6,049-100%$1.5M———
Hudson Portfolio Management LLC
N/A—6,008-6,008-100%$1.5M———
Redwood Investment Management, LLC
N/A—5,960-5,960-100%$1.5M———
NorthStar Asset Management LLC
N/A—5,922-5,922-100%$1.5M———
Mokan Wealth Management Inc.
N/A—5,872-5,872-100%$1.5M———
RD Lewis Holdings, Inc.
N/A—5,868-5,868-100%$1.5M———
Gallagher Fiduciary Advisors, LLC
N/A—5,865-5,865-100%$1.5M———
Performance Wealth Partners, LLC
N/A—5,820-5,820-100%$1.5M———
Basecamp Wealth Advisors LLC
N/A—5,803-5,803-100%$1.5M———
Beacon Investment Advisors LLC
N/A—5,788-5,788-100%$1.5M———
Marex Group Ltd
N/A—5,784-5,784-100%$1.5M———
Old North State Trust, LLC
N/A—5,781-5,781-100%$1.5M———
Cary Street Partners Investment Advisory LLC
N/A—5,727-5,727-100%$1.5M———
Wallace Advisory Group, LLC
N/A—5,699-5,699-100%$1.4M———
Phillips Wealth Planners LLC
N/A—5,636-5,636-100%$1.5M———
Keating Financial Advisory Services, Inc.
N/A—5,631-5,631-100%$1.4M———
Harbour Wealth Management Group, Inc.
N/A—5,613-5,613-100%$1.4M———
Two Sigma Securities, LLC
N/A—5,612-5,612-100%$1.4M———
Proffitt & Goodson Inc
N/A—5,611-5,611-100%$1.4M———
Persistent Asset Partners Ltd
N/A—5,605-5,605-100%$1.4M———
Elgethun Capital Management
N/A—5,565-5,565-100%$1.4M———
Next Capital Management LLC
N/A—5,530-5,530-100%$1.4M———
KDT Advisors, LLC
N/A—5,515-5,515-100%$1.4M———
Rock Point Advisors, LLC
N/A—5,473-5,473-100%$1.4M———
Storgate, LLC
N/A—5,463-5,463-100%$1.4M———
Richard W. Paul & Associates, LLC
N/A—5,402-5,402-100%$1.4M———
Port Capital LLC
N/A—5,386-5,386-100%$1.4M———
Wick Capital Partners, LLC
N/A—5,385-5,385-100%$1.4M———
Verdad Advisers, LP
N/A—5,384-5,384-100%$1.4M———
Astoria Portfolio Advisors Llc.
N/A—5,374-5,374-100%$1.4M———
Minot DeBlois Advisors LLC
N/A—5,371-5,371-100%$1.4M———
Piedmont Capital Management, LLC
N/A—5,358-5,358-100%$1.4M———
Fortress Private Ledger, LLC
N/A—5,355-5,355-100%$1.4M———
Innovative Asset Advisors Group, LLC
N/A—5,351-5,351-100%$1.4M———
Elk River Wealth Management LLC
N/A—5,344-5,344-100%$1.4M———
HFM Investment Advisors, LLC
N/A—5,331-5,331-100%$1.4M———
Spreng Capital Management, Inc.
N/A—5,290-5,290-100%$1.3M———
Strategic Wealth Partners, Ltd.
N/A—5,276-5,276-100%$1.3M———
Rothschild Capital Partners, LLC
N/A—5,271-5,271-100%$1.3M———
BSW Wealth Partners
N/A—5,260-5,260-100%$1.3M———
Baron Silver Stevens Financial Advisors, LLC
N/A—5,253-5,253-100%$1.3M———
Sierra Legacy Group
N/A—5,249-5,249-100%$1.3M———
Athena Investment Management
N/A—5,245-5,245-100%$1.3M———
AMJ Financial Wealth Management
N/A—5,221-5,221-100%$1.3M———
Weaver C. Barksdale & Associates, Inc.
N/A—5,202-5,202-100%$1.3M———
Hexagon Capital Partners LLC
N/A—5,167-5,167-100%$1.3M———
HHM Wealth Advisors, LLC
N/A—5,167-5,167-100%$1.3M———
Private Capital Management, LLC
N/A—5,157-5,157-100%$1.3M———
LMR Partners LLP
N/A—5,155-5,155-100%$1.3M———
Capstone Financial Advisors, Inc.
N/A—5,148-5,148-100%$1.3M———
Okabena Investment Services Inc
N/A—5,147-5,147-100%$1.3M———
Williamson Legacy Group, LLC
N/A—5,136-5,136-100%$1.3M———
XTX Topco Ltd
N/A—5,135-5,135-100%$1.3M———
Future Fund LLC
N/A—5,132-5,132-100%$1.3M———
Vickerman Investment Advisors, Inc.
N/A—5,108-5,108-100%$1.3M———
Orion Capital Management LLC
N/A—5,098-5,098-100%$1.3M———
Tanglewood Legacy Advisors, LLC
N/A—5,091-5,091-100%$1.3M———
Pgim Custom Harvest LLC
N/A—5,088-5,088-100%$1.3M———
Wills Financial Group LLC
N/A—5,035-5,035-100%$1.3M———
GW&K Investment Management, LLC
N/A—5,028-5,028-100%$1.3M———
VestGen Investment Management
N/A—5,022-5,022-100%$1.3M———
Harvey Capital Management Inc
N/A—4,999-4,999-100%$1.3M———
Hollencrest Capital Management
N/A—4,993-4,993-100%$1.3M———
PCB Capital LLC
N/A—4,983-4,983-100%$1.3M———
Pingora Partners LLC
N/A—4,979-4,979-100%$1.3M———
Cahill Financial Advisors Inc
N/A—4,966-4,966-100%$1.3M———
Blalock Williams, LLC
N/A—4,964-4,964-100%$1.3M———
Capital Wealth Planning, LLC
N/A—4,962-4,962-100%$1.3M———
BlackDiamond Wealth Management, LLC
N/A—4,945-4,945-100%$1.3M———
Knollwood Investment Advisory, LLC
N/A—4,943-4,943-100%$1.3M———
Ellenbecker Investment Group
N/A—4,933-4,933-100%$1.3M———
Knott David M Jr
N/A—4,922-4,922-100%$1.3M———
PeakShares LLC
N/A—4,917-4,917-100%$1.2M———
Orion Investment Co
N/A—4,871-4,871-100%$1.2M———
Front Row Advisors LLC
N/A—4,871-4,871-100%$1.3M———
Vantus Wealth LLC
N/A—4,860-4,860-100%$1.2M———
Advance Capital Management, Inc.
N/A—4,838-4,838-100%$1.2M———
SageGuard Financial Group, LLC
N/A—4,833-4,833-100%$1.2M———
Beto Financial Group, LLC
N/A—4,803-4,803-100%$1.2M———
Severin Investments, LLC
N/A—4,781-4,781-100%$1.2M———
Campion Asset Management
N/A—4,774-4,774-100%$1.2M———
Purpose Unlimited Inc.
N/A—4,753-4,753-100%$1.2M———
New World Advisors LLC
N/A—4,712-4,712-100%$1.2M———
Khazanah Nasional Berhad
N/A—4,711-4,711-100%$1.2M———
Granite Bay Wealth Management, LLC
N/A—4,696-4,696-100%$1.2M———
Star Financial Bank
N/A—4,695-4,695-100%$1.2M———
Fourth Dimension Wealth, LLC
N/A—4,658-4,658-100%$1.2M———
Madison Wealth Partners, Inc
N/A—4,654-4,654-100%$1.2M———
Prosperity Bancshares Inc
N/A—4,637-4,637-100%$1.2M———
IFC Advisors LLC
N/A—4,582-4,582-100%$1.2M———
Arbor Trust Wealth Advisors, LLC
N/A—4,582-4,582-100%$1.2M———
Ascension Capital Advisors, Inc.
N/A—4,577-4,577-100%$1.2M———
Chesapeake Asset Management LLC
N/A—4,549-4,549-100%$1.2M———
Lathrop Investment Management Co
N/A—4,535-4,535-100%$1.2M———
Hillsdale Investment Management Inc.
N/A—4,527-4,527-100%$1.1M———
Strategic Investment Advisors / MI
N/A—4,524-4,524-100%$1.1M———
Continuum Advisory, LLC
N/A—4,515-4,515-100%$1.1M———
EWA, LLC
N/A—4,511-4,511-100%$1.1M———
Systematic Financial Management LP
N/A—4,507-4,507-100%$1.1M———
Baltimore-Washington Financial Advisors, Inc.
N/A—4,496-4,496-100%$1.1M———
Pring Turner Capital Group Inc
N/A—4,486-4,486-100%$1.2M———
Wealthspan Partners, LLC
N/A—4,483-4,483-100%$1.1M———
Napier Financial, LLC
N/A—4,473-4,473-100%$1.1M———
Greenwich Wealth Management LLC
N/A—4,468-4,468-100%$1.1M———
Harvest Fund Management Co., Ltd
N/A—4,465-4,465-100%$1.1M———
Osterweis Capital Management Inc
N/A—4,431-4,431-100%$1.1M———
Sovereign Financial Group, Inc.
N/A—4,393-4,393-100%$1.1M———
Goepper Burkhardt LLC
N/A—4,377-4,377-100%$1.1M———
Northwest Quadrant Wealth Management, LLC
N/A—4,370-4,370-100%$1.1M———
Red Wave Investments LLC
N/A—4,359-4,359-100%$1.1M———
Jackson Thornton Wealth Management, LLC
N/A—4,351-4,351-100%$1.1M———
McGowan Group Asset Management, Inc.
N/A—4,336-4,336-100%$1.1M———
Castlekeep Investment Advisors LLC
N/A—4,313-4,313-100%$1.1M———
Investment Advisory Group, LLC
N/A—4,311-4,311-100%$1.1M———
Kirtland Hills Capital Management, LLC
N/A—4,295-4,295-100%$1.1M———
Bay Rivers Group
N/A—4,268-4,268-100%$1.1M———
Inceptionr LLC
N/A—4,264-4,264-100%$1.1M———
VSM Wealth Advisory, LLC
N/A—4,218-4,218-100%$1.1M———
Aventura Private Wealth, LLC
N/A—4,210-4,210-100%$1.1M———
Pursuit Wealth Strategies, LLC
N/A—4,209-4,209-100%$1.1M———
Reliant Investment Partners, LLC
N/A—4,207-4,207-100%$1.1M———
Cofg Advisors, LLC
N/A—4,189-4,189-100%$1.1M———
Dynasty Wealth Management, LLC
N/A—4,187-4,187-100%$1.1M———
Keyvantage Wealth, LLC
N/A—4,167-4,167-100%$1.1M———
Miller Capital Partners, Inc.
N/A—4,129-4,129-100%$1.0M———
Knightsbridge Asset Management, LLC
N/A—4,111-4,111-100%$1.0M———
Panoramic Capital Partners, LLC
N/A—4,109-4,109-100%$1.0M———
Yukon Wealth Management, Inc.
N/A—4,101-4,101-100%$1.0M———
Cornerstone Select Advisors, LLC
N/A—4,100-4,100-100%$1.0M———
IKE Capital, LLC
N/A—4,099-4,099-100%$1.0M———
Bluebird Wealth Management LLC
N/A—4,072-4,072-100%$1.0M———
Financial Advisors Network, Inc.
N/A—4,060-4,060-100%$1.0M———
One Wealth Advisors, LLC
N/A—4,046-4,046-100%$1.0M———
Core Capital Management & Research, inc.
N/A—4,002-4,002-100%$1.1M———
Fiducient Advisors LLC
N/A—3,973-3,973-100%$1.0M———
FSB Premier Wealth Management, Inc.
N/A—3,956-3,956-100%$1.0M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—3,945-3,945-100%$1.0M———
WealthCollab, LLC
N/A—3,910-3,910-100%$993.0K———
Stonebridge Financial Group, LLC / MO
N/A—3,877-3,877-100%$984.6K———
First American Trust, FSB
N/A—3,854-3,854-100%$978.6K———
Evergreen Wealth Partners LLC
N/A—3,795-3,795-100%$963.8K———
Ballast Advisors LLC
N/A—3,791-3,791-100%$962.8K———
Gentry Private Wealth, LLC
N/A—3,782-3,782-100%$960.5K———
Alley Investment Management Company, LLC
N/A—3,775-3,775-100%$958.7K———
Hamrick Investment Counsel, llc
N/A—3,774-3,774-100%$958.5K———
Cannon Wealth Management Services, LLC
N/A—3,749-3,749-100%$952.2K———
Menard Financial Group LLC
N/A—3,680-3,680-100%$934.6K———
Potomac Fund Management Inc
N/A—3,668-3,668-100%$931.5K———
360 Financial, Inc.
N/A—3,667-3,667-100%$931.3K———
Dunhill Financial, LLC
N/A—3,664-3,664-100%$930.5K———
Safeguard Investment Advisory Group, LLC
N/A—3,659-3,659-100%$929.3K———
Brightwater Advisory LLC
N/A—3,656-3,656-100%$928.5K———
Cladis Investment Advisory, LLC
N/A—3,650-3,650-100%$926.9K———
Intellus Advisors LLC
N/A—3,644-3,644-100%$925.5K———
Bearing Point Capital, LLC
N/A—3,630-3,630-100%$921.9K———
MOR Wealth Management, LLC
N/A—3,627-3,627-100%$921.1K———
Pasadena Private Wealth, LLC
N/A—3,603-3,603-100%$915.1K———
Aigen Investment Management, LP
N/A—3,601-3,601-100%$914.5K———
Drake & Associates, LLC
N/A—3,565-3,565-100%$905.3K———
Fort Point Capital Partners LLC
N/A—3,548-3,548-100%$901.0K———
SummitTX Capital, L.P.
N/A—3,540-3,540-100%$899.1K———
Planning Alternatives LTD
N/A—3,514-3,514-100%$892.4K———
Ponta Wealth Partners, LLC
N/A—3,503-3,503-100%$889.7K———
PSI Advisors, LLC
N/A—3,491-3,491-100%$886.5K———
Unifi Asset Management LP
N/A—3,471-3,471-100%$881.5K———
Parvin Asset Management, LLC
N/A—3,470-3,470-100%$881.3K———
Cascades Capital Asset Management, LLC
N/A—3,461-3,461-100%$878.9K———
Allium Financial Advisors, LLC
N/A—3,460-3,460-100%$878.7K———
Sivia Capital Partners, LLC
N/A—3,459-3,459-100%$878.5K———
Engineers Gate Manager LP
N/A—3,449-3,449-100%$875.9K———
Coign Capital Advisors LLC
N/A—3,440-3,440-100%$873.8K———
Byrne Financial Freedom, LLC
N/A—3,428-3,428-100%$870.6K———
LifePlan Investment Advisors, Inc.
N/A—3,420-3,420-100%$868.5K———
Generation Capital Management LLC
N/A—3,377-3,377-100%$857.7K———
Truepoint, Inc.
N/A—3,372-3,372-100%$856.3K———
Mirabella Financial Services LLP
N/A—3,341-3,341-100%$848.5K———
Hobbs Group Advisors, LLC
N/A—3,312-3,312-100%$841.2K———
CM Wealth Advisors LLC
N/A—3,312-3,312-100%$841.1K———
Stonebridge Financial Group, LLC
N/A—3,310-3,310-100%$840.0K———
Sharp Wealth Advisory, LLC
N/A—3,305-3,305-100%$839.4K———
Denali Advisors LLC
N/A—3,305-3,305-100%$839.5K———
Steadtrust LLC
N/A—3,301-3,301-100%$838.4K———
Schiavi & Co LLC
N/A—3,293-3,293-100%$836.3K———
Select Asset Management & Trust
N/A—3,285-3,285-100%$834.0K———
Compass Capital Corp
N/A—3,283-3,283-100%$856.1K———
FSA Advisors, Inc.
N/A—3,266-3,266-100%$829.5K———
Crewe Advisors LLC
N/A—3,263-3,263-100%$828.7K———
Rather & Kittrell, Inc.
N/A—3,251-3,251-100%$825.7K———
Aspen Grove Capital, LLC
N/A—3,238-3,238-100%$822.5K———
Plotkin Financial Advisors, LLC
N/A—3,233-3,233-100%$821.1K———
Itau Unibanco Holding S.A.
N/A—3,213-3,213-100%$816.0K———
Per Stirling Capital Management, Llc.
N/A—3,206-3,206-100%$814.3K———
Advocacy Wealth Management, LLC
N/A—3,178-3,178-100%$807.1K———
L2 Asset Management, LLC
N/A—3,168-3,168-100%$804.7K———
One Charles Private Wealth Services, LLC
N/A—3,167-3,167-100%$804.3K———
Bruce G. Allen Investments, LLC
N/A—3,142-3,142-100%$798.0K———
Marietta Investment Partners LLC
N/A—3,140-3,140-100%$797.5K———
Reyl & Cie S.A.
N/A—3,136-3,136-100%$768.6K———
Flatrock Wealth Partners LLC
N/A—3,126-3,126-100%$794.0K———
Quantum Portfolio Management LLC
N/A—3,125-3,125-100%$793.7K———
Mirova
N/A—3,117-3,117-100%$791.6K———
Sciencast Management LP
N/A—3,108-3,108-100%$789.3K———
Clough Capital Partners L P
N/A—3,107-3,107-100%$789.1K———
Tradewinds, Llc.
N/A—3,106-3,106-100%$5.2M———
American Financial Advisors, LLC
N/A—3,101-3,101-100%$787.6K———
Vantage Point Financial LLC
N/A—3,100-3,100-100%$787.4K———
ESL Trust Services, LLC
N/A—3,100-3,100-100%$787.3K———
Seeds Investor LLC
N/A—3,098-3,098-100%$786.8K———
Planning Center, Inc.
N/A—3,075-3,075-100%$780.9K———
M3 Advisory Group, LLC
N/A—3,038-3,038-100%$771.5K———
Cura Wealth Advisors, LLC
N/A—3,020-3,020-100%$766.9K———
Stevens Capital Management LP
N/A—3,007-3,007-100%$764.0K———
Garden State Investment Advisory Services LLC
N/A—3,003-3,003-100%$762.7K———
Caerus Investment Advisors, LLC
N/A—3,001-3,001-100%$762.2K———
Rialto Wealth Management, LLC
N/A—2,996-2,996-100%$760.9K———
Campbell Deegan Wealth Management, LLC
N/A—2,986-2,986-100%$758.4K———
Acorns Advisers, LLC
N/A—2,984-2,984-100%$758.0K———
Holistic Financial Partners
N/A—2,981-2,981-100%$757.2K———
Arrowroot Family Office, LLC
N/A—2,971-2,971-100%$754.6K———
Brookwood Investment Group LLC
N/A—2,938-2,938-100%$746.2K———
Twin Peaks Wealth Advisors, LLC
N/A—2,930-2,930-100%$744.1K———
Core Wealth Advisors, Inc.
N/A—2,929-2,929-100%$743.9K———
Riverview Trust Co
N/A—2,925-2,925-100%$742.9K———
Resolute Wealth Strategies, LLC
N/A—2,880-2,880-100%$731.5K———
YCG, LLC
N/A—2,858-2,858-100%$725.8K———
City National Bank of Florida
N/A—2,856-2,856-100%$725.3K———
Bravera Wealth
N/A—2,845-2,845-100%$722.5K———
UP Strategic Wealth Investment Advisors LLC
N/A—2,822-2,822-100%$726.9K———
Concorde Asset Management, LLC
N/A—2,819-2,819-100%$715.9K———
Tower Wealth Partners, Inc.
N/A—2,818-2,818-100%$715.7K———
FWL Investment Management, LLC
N/A—2,809-2,809-100%$713.4K———
Ruggaard & Associates LLC
N/A—2,807-2,807-100%$712.9K———
Element Wealth, LLC
N/A—2,806-2,806-100%$712.6K———
Tacita Capital Inc
N/A—2,802-2,802-100%$711.6K———
Intellectus Partners, LLC
N/A—2,801-2,801-100%$711.4K———
Cohen & Steers, Inc.
N/A—2,800-2,800-100%$711.0K———
Capstone Investment Advisors, LLC
N/A—2,792-2,792-100%$709.1K———
Caxton Associates LLP
N/A—2,780-2,780-100%$706.0K———
Bannerstone Capital Management, LLC
N/A—2,767-2,767-100%$702.6K———
Cornerstone Financial Management LLC
N/A—2,755-2,755-100%$699.7K———
Quattro Advisors LLC
N/A—2,745-2,745-100%$697.2K———
Loomis Sayles & Co L P
N/A—2,741-2,741-100%$696.2K———
Operose Advisors LLC
N/A—2,741-2,741-100%$696.1K———
Consilio Wealth Advisors, LLC
N/A—2,737-2,737-100%$695.2K———
Capital & Planning, LLC
N/A—2,733-2,733-100%$694.0K———
Fullerton Fund Management Co Ltd.
N/A—2,703-2,703-100%$686.5K———
Dock Street Asset Management Inc
N/A—2,702-2,702-100%$686.1K———
Strategies Wealth Advisors, LLC
N/A—2,700-2,700-100%$685.7K———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—2,700-2,700-100%$685.7K———
Aspire Growth Partners LLC
N/A—2,698-2,698-100%$685.2K———
Jacobson & Schmitt Advisors, LLC
N/A—2,691-2,691-100%$683.4K———
Oxford Wealth Group, LLC
N/A—2,677-2,677-100%$679.9K———
NCP Inc.
N/A—2,674-2,674-100%$679.1K———
Shared Vision Wealth Group LLC
N/A—2,666-2,666-100%$677.0K———
Omnia Family Wealth, LLC
N/A—2,647-2,647-100%$672.3K———
Mathes Company, Inc.
N/A—2,641-2,641-100%$671.0K———
Prepared Retirement Institute LLC
N/A—2,641-2,641-100%$670.7K———
Fielder Capital Group LLC
N/A—2,638-2,638-100%$670.0K———
Riverview Capital Advisers, LLC
N/A—2,623-2,623-100%$666.2K———
Liberty Wealth Management LLC
N/A—2,617-2,617-100%$639.4K———
V2 Financial group LLC
N/A—2,612-2,612-100%$663.4K———
Westshore Wealth, LLC
N/A—2,609-2,609-100%$662.7K———
Mmbg Investment Advisors Co.
N/A—2,602-2,602-100%$660.8K———
Synergy Investment Management, LLC
N/A—2,600-2,600-100%$663.3K———
Harbour Investment Management LLC
N/A—2,594-2,594-100%$658.8K———
Titan Wealth (CI) Ltd
N/A—2,592-2,592-100%$658.4K———
Fiduciary Financial Advisors
N/A—2,587-2,587-100%$654.9K———
Aegis Wealth Management LLC
N/A—2,583-2,583-100%$656.0K———
Fiduciary Wealth Partners, LLC
N/A—2,547-2,547-100%$646.8K———
Objectivity Squared, LLC
N/A—2,539-2,539-100%$644.7K———
Morris Financial Concepts, Inc.
N/A—2,537-2,537-100%$644.4K———
Joule Financial, LLC
N/A—2,525-2,525-100%$641.3K———
Viawealth, LLC
N/A—2,521-2,521-100%$640.3K———
Parkwoods Wealth Partners, LLC
N/A—2,521-2,521-100%$640.3K———
Ninepoint Partners LP
N/A—2,520-2,520-100%$640.0K———
Platform Wealth Management, LLC
N/A—2,514-2,514-100%$638.6K———
Pine Harbor Wealth Management, LLC
N/A—2,512-2,512-100%$638.0K———
Noble Wealth Partners LLC
N/A—2,509-2,509-100%$637.2K———
Navera Investment Management Ltd.
N/A—2,500-2,500-100%$635.0K———
Menora Mivtachim Holdings Ltd.
N/A—2,500-2,500-100%$634.9K———
Ducere Wealth Management LLC
N/A—2,495-2,495-100%$633.6K———
Latash Investments, LLC
N/A—2,450-2,450-100%$622.2K———
Arcus Capital Partners, LLC
N/A—2,419-2,419-100%$614.4K———
Satovsky Asset Management LLC
N/A—2,413-2,413-100%$612.9K———
Wescap Management Group, Inc.
N/A—2,407-2,407-100%$611.3K———
Bantamac Capital, LLC
N/A—2,400-2,400-100%$609.5K———
MTM Financial Group, LLC
N/A—2,394-2,394-100%$608.0K———
Delos Wealth Advisors, LLC
N/A—2,383-2,383-100%$605.2K———
Stembrook Asset Management, LLC
N/A—2,359-2,359-100%$599.1K———
Palogic Value Management, L.P.
N/A—2,354-2,354-100%$597.8K———
Capital Investment Management, Inc.
N/A—2,339-2,339-100%$594.2K———
Legacy Wealth Advisors, LLC
N/A—2,339-2,339-100%$594.0K———
Yarger Wealth Strategies, LLC
N/A—2,316-2,316-100%$595.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,309-2,309-100%$586.4K———
ArrowMark Colorado Holdings LLC
N/A—2,304-2,304-100%$585.1K———
Oberweis Asset Management Inc/
N/A—2,298-2,298-100%$583.5K———
First Wilshire Securities Management Inc
N/A—2,278-2,278-100%$578.5K———
Tobias Financial Advisors, Inc.
N/A—2,266-2,266-100%$575.5K———
Nicholson Meyer Capital Management, Inc.
N/A—2,265-2,265-100%$575.4K———
S&T Bank
N/A—2,265-2,265-100%$575.2K———
Leigh Baldwin & Co., LLC
N/A—2,262-2,262-100%$574.4K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—2,260-2,260-100%$574.0K———
Everstar Asset Management, LLC
N/A—2,244-2,244-100%$569.9K———
J. M. Brown & Associates Inc.
N/A—2,214-2,214-100%$562.2K———
Harvest Investment Services, LLC
N/A—2,211-2,211-100%$561.6K———
McNamara Financial Services, Inc.
N/A—2,200-2,200-100%$558.7K———
Beckerman Institutional, LLC
N/A—2,195-2,195-100%$557.4K———
Betterment LLC
N/A—2,185-2,185-100%$555.0K———
V. M. Manning & Co., Inc.
N/A—2,180-2,180-100%$553.7K———
Sonoma Allocations LLC
N/A—2,163-2,163-100%$547.9K———
Sachetta, LLC
N/A—2,158-2,158-100%$548.1K———
Van Diest Capital, LLC
N/A—2,153-2,153-100%$546.7K———
Sun Financial Inc
N/A—2,148-2,148-100%$562.4K———
Allied Private Wealth LLC
N/A—2,144-2,144-100%$564.9K———
Paragon Financial Partners, Inc.
N/A—2,138-2,138-100%$548.1K———
Vega Investment Solutions
N/A—2,125-2,125-100%$539.7K———
Karani Asset Management LLC
N/A—2,115-2,115-100%$537.1K———
PAX Financial Group, LLC
N/A—2,114-2,114-100%$537.0K———
Vista Investment Management
N/A—2,113-2,113-100%$536.6K———
Inspire Advisors, LLC
N/A—2,106-2,106-100%$535.0K———
Beaird Harris Wealth Management, LLC
N/A—2,106-2,106-100%$534.8K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,105-2,105-100%$534.6K———
SIG Brokerage, LP
N/A—2,095-2,095-100%$532.1K———
Lavaca Capital LLC
N/A—2,093-2,093-100%$531.6K———
URS Advisory LLC
N/A—2,093-2,093-100%$531.6K———
Copley Financial Group, Inc.
N/A—2,089-2,089-100%$530.5K———
Anchor Bay Capital, Inc.
N/A—2,088-2,088-100%$546.7K———
Strategic Financial Concepts, LLC
N/A—2,083-2,083-100%$528.9K———
Empire Financial Management Company, LLC
N/A—2,082-2,082-100%$528.9K———
Clarity Financial LLC
N/A—2,070-2,070-100%$525.7K———
Swan Global Investments, LLC
N/A—2,051-2,051-100%$520.9K———
Beacon Harbor Wealth Advisors, Inc.
N/A—2,045-2,045-100%$524.3K———
CCG Wealth Management, LLC
N/A—2,033-2,033-100%$516.3K———
Christine Messmer PC
N/A—2,032-2,032-100%$516.0K———
HFG Advisors, Inc.
N/A—2,025-2,025-100%$514.3K———
Atlas Wealth LLC
N/A—2,008-2,008-100%$510.0K———
Courage Capital Management LLC
N/A—2,000-2,000-100%$508.0K———
Gambit Capital Management, LLC
N/A—1,950-1,950-100%$495.2K———
Alongside, LLC
N/A—1,937-1,937-100%$492.0K———
49 Wealth Management, LLC
N/A—1,937-1,937-100%$492.0K———
SSI Investment Management LLC
N/A—1,935-1,935-100%$491.4K———
Pennington Partners & Co., LLC
N/A—1,925-1,925-100%$488.8K———
Frazier Financial Advisors, LLC
N/A—1,921-1,921-100%$487.9K———
Stuart Investment Advisors, Inc.
N/A—1,906-1,906-100%$484.1K———
Disciplined Investors, L.L.C.
N/A—1,892-1,892-100%$480.5K———
Ameriflex Group, Inc.
N/A—1,889-1,889-100%$479.7K———
Compton Financial Group, LLC
N/A—1,879-1,879-100%$477.2K———
Voya Financial Advisors, Inc.
N/A—1,866-1,866-100%$482.4K———
Cauble & Harre Wealth Management, Inc.
N/A—1,841-1,841-100%$467.6K———
Geometric Wealth Advisors
N/A—1,839-1,839-100%$467.1K———
Boothbay Fund Management, LLC
N/A—1,834-1,834-100%$465.8K———
Maridea Wealth Management LLC
N/A—1,818-1,818-100%$461.6K———
Invst, LLC
N/A—1,816-1,816-100%$461.2K———
Hilltop Wealth Advisors, LLC
N/A—1,814-1,814-100%$460.7K———
Polymer Capital Management (US) LLC
N/A—1,803-1,803-100%$457.9K———
Golden Road Advisors LLC
N/A—1,801-1,801-100%$457.4K———
Campbell Capital Management Inc
N/A—1,800-1,800-100%$457.1K———
WFA of San Diego, LLC
N/A—1,794-1,794-100%$470.1K———
Horizon Investment Services, LLC
N/A—1,766-1,766-100%$448.5K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—1,766-1,766-100%$448.5K———
Wealth Advisors of Iowa, LLC
N/A—1,762-1,762-100%$447.5K———
Alta Wealth Advisors LLC
N/A—1,750-1,750-100%$444.5K———
Beacon Bridge Wealth Partners, LLC
N/A—1,740-1,740-100%$441.8K———
Financial Plan, Inc.
N/A—1,731-1,731-100%$439.7K———
Ankerstar Wealth, LLC
N/A—1,720-1,720-100%$437.1K———
Seldon Capital LP
N/A—1,713-1,713-100%$435.1K———
Cedrus Wealth Group LLC
N/A—1,711-1,711-100%$434.5K———
Hurricane Capital Advisors LLC
N/A—1,710-1,710-100%$434.3K———
Ashford Capital Management Inc
N/A—1,700-1,700-100%$431.7K———
Independent Family Office, LLC
N/A—1,699-1,699-100%$431.5K———
Maxele Advisors, LLC
N/A—1,680-1,680-100%$426.7K———
Miramar Capital, LLC
N/A—1,675-1,675-100%$425.4K———
Wittenberg Investment Management, Inc.
N/A—1,674-1,674-100%$425.1K———
Elm Partners Management LLC
N/A—1,666-1,666-100%$423.1K———
Custos Family Office, LLC
N/A—1,661-1,661-100%$421.8K———
Topsail Wealth Management, LLC
N/A—1,658-1,658-100%$421.1K———
Counterweight Ventures, LLC
N/A—1,646-1,646-100%$418.0K———
KEB Asset Management, LLC
N/A—1,642-1,642-100%$417.0K———
J.E. Simmons & Co., P.C.
N/A—1,642-1,642-100%$417.0K———
Mayar Capital Ltd.
N/A—1,641-1,641-100%$416.8K———
Sequent Planning LLC
N/A—1,636-1,636-100%$415.4K———
CMC Financial Group
N/A—1,621-1,621-100%$411.7K———
Saiph Capital, LLC
N/A—1,616-1,616-100%$410.5K———
Mayport, LLC
N/A—1,614-1,614-100%$409.9K———
Saranac Partners Ltd
N/A—1,612-1,612-100%$409.4K———
Graney & King, LLC
N/A—1,602-1,602-100%$406.9K———
Liberty Square Wealth Partners LLC
N/A—1,595-1,595-100%$405.2K———
Daybright Advisory Services, Inc.
N/A—1,592-1,592-100%$408.2K———
McDonough Capital Management, Inc
N/A—1,581-1,581-100%$401.6K———
Hudson Bay Capital Management LP
N/A—1,580-1,580-100%$401.3K———
Conway Capital Management, Inc.
N/A—1,575-1,575-100%$400.0K———
Oakmont Advisory Group, LLC
N/A—1,565-1,565-100%$397.5K———
Aspen Wealth Strategies, LLC
N/A—1,558-1,558-100%$395.7K———
Quantitative Investment Management, LLC
N/A—1,548-1,548-100%$393.0K———
Orcam Financial Group
N/A—1,542-1,542-100%$391.6K———
IAM Advisory, LLC
N/A—1,535-1,535-100%$389.8K———
1015 Capital Partners, LLC
N/A—1,527-1,527-100%$387.8K———
Hopwood Nicholas Hunter
N/A—1,521-1,521-100%$386.2K———
5T Wealth, LLC
N/A—1,515-1,515-100%$384.8K———
Vision Retirement, LLC
N/A—1,514-1,514-100%$384.5K———
Stillwater Private Wealth, LLC
N/A—1,507-1,507-100%$393———
Crux Wealth Advisors
N/A—1,505-1,505-100%$382.3K———
Financial Strategies Group, Inc.
N/A—1,492-1,492-100%$373.9K———
Balanced Rock Investment Advisors LLC
N/A—1,485-1,485-100%$377.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,484-1,484-100%$377.0K———
Berry Wealth Group, LP
N/A—1,473-1,473-100%$374.0K———
CCM Investment Advisers LLC
N/A—1,463-1,463-100%$371.8K———
Petix & Botte Co
N/A—1,456-1,456-100%$369.8K———
BlueStem Wealth Partners, LLC
N/A—1,455-1,455-100%$369.6K———
Navis Wealth Advisors, LLC
N/A—1,454-1,454-100%$369.3K———
Envision Financial Transparency, LLC
N/A—1,441-1,441-100%$211.0K———
Raffa Wealth Management, LLC
N/A—1,440-1,440-100%$365.6K———
Everest Private Wealth
N/A—1,440-1,440-100%$365.6K———
Lumbard & Kellner, LLC
N/A—1,440-1,440-100%$365.7K———
SK Wealth Management, LLC
N/A—1,417-1,417-100%$370.9K———
Bolthouse Investments, LLC
N/A—1,411-1,411-100%$358.3K———
MA Private Wealth
N/A—1,411-1,411-100%$358.4K———
Wisconsin Capital Management LLC
N/A—1,411-1,411-100%$358.4K———
Daner Wealth Management, LLC
N/A—1,405-1,405-100%$368.3K———
Resolute Advisors LLC
N/A—1,404-1,404-100%$356.6K———
Presidio Capital Management, LLC
N/A—1,400-1,400-100%$355.6K———
CTC Alternative Strategies, Ltd.
N/A—1,400-1,400-100%$355.6K———
Requisite Capital Management, LLC
N/A—1,399-1,399-100%$355.4K———
Unio Capital LLC
N/A—1,398-1,398-100%$355.1K———
Walleye Capital LLC
N/A—1,394-1,394-100%$354.0K———
Quarry LP
N/A—1,382-1,382-100%$351.0K———
Legend Capital Advisors LLC
N/A—1,377-1,377-100%$349.7K———
J Hagan Capital, Inc.
N/A—1,375-1,375-100%$349.1K———
Bellevue Asset Management, LLC
N/A—1,373-1,373-100%$348.9K———
Prelude Capital Management, LLC
N/A—1,370-1,370-100%$347.9K———
Corus Family Wealth Advisors
N/A—1,369-1,369-100%$347.7K———
Bcgm Wealth Management, LLC
N/A—1,364-1,364-100%$346.3K———
Signet Private Wealth LLC
N/A—1,363-1,363-100%$346.1K———
Passive Capital Management, Llc.
N/A—1,349-1,349-100%$279.2K———
S Harris Financial Group, LLC
N/A—1,341-1,341-100%$340.7K———
LeClair Wealth Partners LLC
N/A—1,335-1,335-100%$339.1K———
Dark Forest Capital Management LP
N/A—1,333-1,333-100%$338.5K———
Exit Wealth Advisors, Llc.
N/A—1,318-1,318-100%$334.7K———
Bulltick Wealth Management, LLC
N/A—1,314-1,314-100%$333.7K———
Snowwater Investment Partners, LLC
N/A—1,307-1,307-100%$331.9K———
Cloud Capital Management, LLC
N/A—1,299-1,299-100%$330.0K———
Goldstone Financial Group, LLC
N/A—1,288-1,288-100%$327.2K———
Front Street Capital Management, Inc.
N/A—1,279-1,279-100%$328.4K———
Mosaic Financial Group, LLC
N/A—1,279-1,279-100%$325.0K———
Westend Capital Management, LLC
N/A—1,273-1,273-100%$323.3K———
Magnolia Private Wealth, LLC
N/A—1,272-1,272-100%$323.1K———
Dash Acquisitions Inc.
N/A—1,266-1,266-100%$330.3K———
HTG Investment Advisors, Inc.
N/A—1,261-1,261-100%$320.3K———
CacheTech Inc.
N/A—1,260-1,260-100%$320.0K———
Mpwm Advisory Solutions, LLC
N/A—1,252-1,252-100%$318.0K———
Windsor Advisory Group, LLC
N/A—1,247-1,247-100%$316.7K———
Legacy Capital Wealth Management, LLC
N/A—1,233-1,233-100%$313.1K———
Olde Wealth Management, LLC
N/A—1,231-1,231-100%$312.0K———
Mcguire Capital Advisors Inc
N/A—1,230-1,230-100%$312.3K———
Brogan Financial, Inc.
N/A—1,226-1,226-100%$311.5K———
Perissos Private Wealth Management, LLC
N/A—1,217-1,217-100%$309.2K———
Prudent Investors Network, Inc.
N/A—1,216-1,216-100%$308.8K———
Riverstone Advisors, LLC
N/A—1,210-1,210-100%$307.3K———
Ogorek Anthony Joseph
N/A—1,205-1,205-100%$306.0K———
Pinnacle Family Advisors, LLC
N/A—1,195-1,195-100%$303.4K———
DiPaolo Financial Group, Inc.
N/A—1,193-1,193-100%$303.0K———
PCG Wealth Advisors, LLC
N/A—1,193-1,193-100%$303.1K———
Modus Advisors, LLC
N/A—1,183-1,183-100%$300.4K———
Wood Tarver Financial Group, LLC
N/A—1,182-1,182-100%$300.0K———
Forum Private Client Group LLC
N/A—1,179-1,179-100%$299.3K———
Ironwood Investment Management LLC
N/A—1,168-1,168-100%$296.6K———
Libra Wealth LLC
N/A—1,168-1,168-100%$296.7K———
FFT Wealth Management LLC
N/A—1,168-1,168-100%$296.6K———
Diker Management LLC
N/A—1,156-1,156-100%$294.0K———
Vines Capital Management, LLC
N/A—1,155-1,155-100%$293.3K———
Valtrion Capital Management, LLC
N/A—1,141-1,141-100%$289.8K———
Alaethes Wealth, LLC
N/A—1,134-1,134-100%$288.0K———
Basepoint Wealth LLC
N/A—1,133-1,133-100%$287.8K———
Waterford Advisors, LLC
N/A—1,131-1,131-100%$287.2K———
Cadia Private Client LLC
N/A—1,121-1,121-100%$284.7K———
Gardner Russo & Quinn LLC
N/A—1,112-1,112-100%$282.4K———
Paul R. Ried Financial Group, LLC
N/A—1,106-1,106-100%$281.0K———
Second Half Financial Partners, LLC
N/A—1,097-1,097-100%$278.7K———
Welch Capital Partners LLC
N/A—1,090-1,090-100%$277.0K———
Peak Planning Group, LLC
N/A—1,089-1,089-100%$276.5K———
American Wealth Advisors, LLC
N/A—1,086-1,086-100%$275.8K———
Farringdon Capital, Ltd.
N/A—1,071-1,071-100%$272.0K———
Whetstone Capital Advisors, LLC
N/A—1,070-1,070-100%$271.7K———
Silver Coast Investments LLC
N/A—1,066-1,066-100%$270.7K———
American Trust Investment Advisors, LLC
N/A—1,059-1,059-100%$269.0K———
Dopkins Wealth Management, LLC
N/A—1,058-1,058-100%$268.7K———
Top Private Wealth Llc.
N/A—1,043-1,043-100%$264.9K———
TD Capital Management LLC
N/A—1,042-1,042-100%$264.5K———
Timbuktu Capital Management, LLC
N/A—1,039-1,039-100%$263.8K———
Zevin Asset Management LLC
N/A—1,038-1,038-100%$263.6K———
BTG Pactual Asset Management US LLC
N/A—1,032-1,032-100%$262.1K———
Pointe Capital Management LLC
N/A—1,024-1,024-100%$260.1K———
Resolute Capital, LLC
N/A—1,018-1,018-100%$258.5K———
Clifford Group, LLC
N/A—1,015-1,015-100%$257.7K———
Disciplined Investments, LLC
N/A—1,010-1,010-100%$256.6K———
OneAscent Wealth Management LLC
N/A—1,007-1,007-100%$255.7K———
Gabelli & Co Investment Advisers, Inc.
N/A—1,000-1,000-100%$254.0K———
Scientech Research LLC
N/A—999-999-100%$253.7K———
Retirement Planning Group, LLC / NY
N/A—996-996-100%$253.0K———
Maripau Wealth Management LLC
N/A—987-987-100%$250.5K———
Causey Wealth LLC
N/A—977-977-100%$248.1K———
Hamilton Wealth, LLC
N/A—974-974-100%$247.4K———
HighMark Wealth Management LLC
N/A—972-972-100%$246.8K———
FMB Wealth Management
N/A—970-970-100%$246.3K———
Balanced Wealth Group LLC
N/A—965-965-100%$245.2K———
Bank of Marin
N/A—961-961-100%$244.1K———
Battery Global Advisors, LLC
N/A—957-957-100%$243.0K———
Horizon Bancorp Inc
N/A—955-955-100%$243.0K———
1776 Wealth LLC
N/A—952-952-100%$241.8K———
Ruggiero Investments, Inc.
N/A—949-949-100%$241.0K———
Private Wealth Advisors, LLC
N/A—945-945-100%$239.9K———
Chatterton & Associates Inc.
N/A—943-943-100%$244.3K———
NatWest Group plc
N/A—943-943-100%$239.5K———
Westbourne Investments, Inc.
N/A—936-936-100%$237.7K———
Accent Capital Management, LLC
N/A—934-934-100%$237.2K———
Madden Advisory Services, Inc.
N/A—930-930-100%$236.4K———
Unconventional Investor, LLC
N/A—927-927-100%$235.4K———
Teachers Insurance & Annuity Association of America
N/A—920-920-100%$233.7K———
Cornerstone Financial Group, LLC
N/A—918-918-100%$233.1K———
Steelhead Wealth Management LLC
N/A—912-912-100%$231.0K———
Matrix Private Capital Group LLC
N/A—910-910-100%$231.1K———
AlphaGrep UK Ltd
N/A—909-909-100%$230.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—906-906-100%$230.0K———
Entelevest, LLC
N/A—905-905-100%$229.8K———
Beck Capital Management, LLC
N/A—899-899-100%$228.4K———
LWM Advisory Services, LLC
N/A—891-891-100%$226.3K———
NerdWallet Wealth Partners, LLC
N/A—890-890-100%$226.2K———
Earnest Partners LLC
N/A—888-888-100%$225.5K———
Tandem Financial, LLC
N/A—887-887-100%$225.3K———
Leo H. Evart, Inc.
N/A—887-887-100%$225.4K———
Stansberry Asset Management, LLC
N/A—881-881-100%$223.6K———
Capula Management Ltd
N/A—875-875-100%$222.2K———
CarsonAllaria Wealth Management, Ltd.
N/A—873-873-100%$221.8K———
Flax Pond Capital, LLC
N/A—872-872-100%$213.2K———
MWA Asset Management
N/A—865-865-100%$219.7K———
Continental Investors Services, Inc.
N/A—864-864-100%$222.6K———
Strategic Investment Solutions, Inc.
N/A—854-854-100%$217.1K———
Pacific Point Advisors, LLC
N/A—851-851-100%$216.1K———
Premier Private Wealth Management LLC
N/A—831-831-100%$211.0K———
Seascape Capital Management
N/A—828-828-100%$210.0K———
Fund Advisors of America Inc
N/A—823-823-100%$209.0K———
Petra Financial Advisors Inc
N/A—823-823-100%$209.0K———
Avenir Corp
N/A—805-805-100%$204.3K———
Barnes Pettey Financial Advisors, LLC
N/A—801-801-100%$203.4K———
CapitalatWork S.A.
N/A—800-800-100%$203.0K———
JPL Wealth Management, LLC
N/A—799-799-100%$203.0K———
Planning Directions Inc
N/A—798-798-100%$202.7K———
Axis Wealth Partners, LLC
N/A—795-795-100%$201.9K———
Semper Augustus Investments Group LLC
N/A—794-794-100%$201.7K———
Anderson Financial Strategies, LLC
N/A—750-750-100%$205.1K———
NI Acquisitions Company, LLC
N/A—747-747-100%$189.7K———
Regatta Research & Money Management
N/A—714-714-100%$180.5K———
Osbon Capital Management LLC
N/A—705-705-100%$179.2K———
Game Plan Financial Advisors, LLC
N/A—672-672-100%$170.7K———
Kerr Financial Planning Corp
N/A—660-660-100%$167.5K———
Index Technologies Group LLC
N/A—650-650-100%$165.1K———
1 North Wealth Services LLC
N/A—626-626-100%$159.0K———
Ramirez Asset Management, Inc.
N/A—626-626-100%$159.0K———
Timmons Wealth Management, LLC
N/A—577-577-100%$146.5K———
Swan Capital LLC
N/A—556-556-100%$141.2K———
Wiser Advisor Group LLC
N/A—540-540-100%$137.3K———
Caitlin John, LLC
N/A—539-539-100%$136.9K———
Abound Financial, LLC
N/A—515-515-100%$130.8K———
Harborfront Financial Group LLC
N/A—514-514-100%$130.5K———
Nalls Sherbakoff Group, LLC
N/A—403-403-100%$102.5K———
1248 Management, LLC
N/A—346-346-100%$87.9K———
Seneschal Advisors, LLC
N/A—339-339-100%$86.1K———
Penserra Capital Management LLC
N/A—336-336-100%$85.0K———
LGT Financial Advisors LLC
N/A—326-326-100%$82.9K———
Kilter Group LLC
N/A—309-309-100%$78.5K———
Copia Wealth Management
N/A—294-294-100%$74.7K———
Boreal Capital Management LLC
N/A—280-280-100%$71.1K———
Standard Family Office LLC
N/A—260-260-100%$66.0K———
Tripletail Wealth Management, LLC
N/A—260-260-100%$68.4K———
JDM Financial Group LLC
N/A—258-258-100%$65.5K———
Nova Wealth Management, Inc.
N/A—256-256-100%$65.0K———
C M Bidwell & Associates LTD
N/A—245-245-100%$62.2K———
Investors Portfolio Services LLC
N/A—239-239-100%$60.8K———
Swisher Financial Concepts, Inc.
N/A—223-223-100%$56.6K———
Credit Industriel ET Commercial
N/A—200-200-100%$50.8K———
Imprint Wealth LLC
N/A—195-195-100%$49.5K———
Cbiz Investment Advisory Services, LLC
N/A—163-163-100%$39.8K———
Atomic Invest LLC
N/A—157-157-100%$40.6K———
Altshuler Shaham Ltd
N/A—126-126-100%$32.0K———
Bard Associates Inc
N/A—125-125-100%$31.7K———
Gould Capital, LLC
N/A—110-110-100%$27.9K———
Outlook Capital Management, LLC
N/A—110-110-100%$27.9K———
Longview Financial Advisors LLC
N/A—107-107-100%$27.2K———
Investment Counsel Co of Nevada
N/A—100-100-100%$25.4K———
Bernard Wealth Management Corp.
N/A—100-100-100%$25.4K———
Longfellow Investment Management Co LLC
N/A—58-58-100%$14.7K———
USA Financial Formulas
N/A—53-53-100%$13.5K———
Ross\johnson & Associates LLC
N/A—22-22-100%$5.6K———
Vanguard Advisers Inc
N/A—8-8-100%$2.0K———
Parallax Volatility Advisers, L.P.
N/A—3-3-100%$762———
Showing 4845 of 4845 institutions