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LAM Research Corp (LRCX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares8,535,087 from 8,717,571
Change-182,484 (-2%)
Value$2.8B (-$973.7M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares5,743,247 from 5,956,458
Change-213,211 (-4%)
Value$1.9B (-$693.5M)
Filed 2026-11-04
Swedbank AB
DECREASED
Shares4,631,551 from 4,649,445
Change-17,894 (0%)
Value$1.5B (-$493.2M)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares3,494,136 from 3,312,931
Change+181,205 (+5%)
Value$1.1B (-$287.7M)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares3,314,989 from 4,210,122
Change-895,133 (-21%)
Value$1.1B (-$735.4M)
Filed 2026-11-04
Pictet Asset Management Holding SA
INCREASED
Shares3,064,304 from 2,652,682
Change+411,622 (+16%)
Value$1.0B (-$142.7M)
Filed 2026-11-03
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,912,268 from 3,000,953
Change-88,685 (-3%)
Value$956.7M (-$343.7M)
Filed 2026-10-29
Principal Financial Group Inc
INCREASED
Shares2,651,932 from 1,924,829
Change+727,103 (+38%)
Value$871.2M (+$37.1M)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED
Shares1,992,638 from 1,835,997
Change+156,641 (+9%)
Value$654.6M (-$141.0M)
Filed 2026-10-20
DekaBank Deutsche Girozentrale
NEW
Shares1,944,502
Change+1,944,502
Value$631.9K
Filed 2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares1,650,876 from 2,158,692
Change-507,816 (-24%)
Value$540.7M (-$386.4M)
Filed 2026-10-29
ProShare Advisors LLC
INCREASED
Shares1,614,930 from 1,530,097
Change+84,833 (+6%)
Value$530.5M (-$132.5M)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,610,653 from 1,490,242
Change+120,411 (+8%)
Value$529.1M (-$116.7M)
Filed 2026-11-03
MacKenzie Financial Corp
DECREASED
Shares1,513,979 from 1,582,810
Change-68,831 (-4%)
Value$497.4M (-$188.5M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares1,433,083 from 1,725,883
Change-292,800 (-17%)
Value$470.8M (-$277.1M)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares1,284,392 from 1,075,010
Change+209,382 (+19%)
Value$413.1M (-$52.6M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares1,070,502 from 951,247
Change+119,255 (+13%)
Value$351.7M (-$60.5M)
Filed 2026-11-04
Assenagon Asset Management S.A.
INCREASED
Shares970,499 from 519,230
Change+451,269 (+87%)
Value$318.8M (+$93.8M)
Filed 2026-10-15
New York State Teachers Retirement System
DECREASED
Shares963,265 from 1,017,431
Change-54,166 (-5%)
Value$316.4K (-$440.6M)
Filed 2026-10-22
KBC Group NV
DECREASED
Shares850,318 from 1,610,743
Change-760,425 (-47%)
Value$279.3K (-$697.7M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares829,683 from 728,684
Change+100,999 (+14%)
Value$272.6M (-$43.2M)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares812,140 from 535,573
Change+276,567 (+52%)
Value$267.0K (-$231.9M)
Filed 2026-11-02
Candriam S.C.A.
INCREASED
Shares713,853 from 713,392
Change+461 (+0%)
Value$235.4M (-$73.5M)
Filed 2026-11-03
AGF Management LTD
INCREASED
Shares711,282 from 667,135
Change+44,147 (+7%)
Value$233.7M (-$55.4M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares700,385 from 598,102
Change+102,283 (+17%)
Value$238.2M (+$4.2M)
Filed 2026-11-04
Temasek Holdings (Private) Ltd
DECREASED
Shares681,802 from 755,004
Change-73,202 (-10%)
Value$224.0M (-$103.2M)
Filed 2026-10-28
CIBC Asset Management Inc
INCREASED
Shares670,886 from 616,415
Change+54,471 (+9%)
Value$220.4M (-$46.8M)
Filed 2026-11-05
Cardano Risk Management B.V.
INCREASED
Shares661,914 from 535,748
Change+126,166 (+24%)
Value$217.4K (-$14.7K)
Filed 2026-10-20
Montrusco Bolton Investments Inc.
DECREASED
Shares648,283 from 671,482
Change-23,199 (-3%)
Value$213.0M (-$78.0M)
Filed 2026-10-13
GF Fund Management Co. Ltd.
DECREASED
Shares624,028 from 688,419
Change-64,391 (-9%)
Value$205.0M (-$93.3M)
Filed 2026-10-26
Asset Management One Co., Ltd.
DECREASED
Shares609,201 from 630,534
Change-21,333 (-3%)
Value$200.1M (-$73.1M)
Filed 2026-10-27
SEB Asset Management AB
INCREASED
Shares605,574 from 448,909
Change+156,665 (+35%)
Value$198.9M (+$4.4M)
Filed 2026-11-04
Swiss Life Asset Management Ltd
DECREASED
Shares595,162 from 769,346
Change-174,184 (-23%)
Value$195.5M (-$137.9M)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares541,396 from 544,256
Change-2,860 (-1%)
Value$177.9M (-$58.0M)
Filed 2026-10-30
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares536,303 from 568,010
Change-31,707 (-6%)
Value$176.2M (-$70.0M)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares535,838 from 527,507
Change+8,331 (+2%)
Value$176.0M (-$52.6M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares490,081 from 986,841
Change-496,760 (-50%)
Value$135.0M (-$187.7M)
Filed 2026-10-13
Associated Banc-Corp
DECREASED
Shares489,561 from 546,875
Change-57,314 (-10%)
Value$160.8M (-$76.2M)
Filed 2026-10-30
Vaughan David Investments LLC
DECREASED
Shares477,829 from 498,885
Change-21,056 (-4%)
Value$157.0M (-$59.2M)
Filed 2026-11-05
TrinityBridge Ltd
DECREASED
Shares477,440 from 584,653
Change-107,213 (-18%)
Value$156.9K (-$253.2M)
Filed 2026-10-30
Daiwa Securities Group Inc.
DECREASED
Shares461,702 from 1,201,405
Change-739,703 (-62%)
Value$151.7M (-$368.9M)
Filed 2026-10-29
Virginia Retirement Systems ET Al
INCREASED
Shares414,574 from 392,874
Change+21,700 (+6%)
Value$136.2M (-$34.1M)
Filed 2026-10-28
State of New Jersey Common Pension Fund D
INCREASED
Shares403,879 from 403,780
Change+99 (+0%)
Value$132.7M (-$42.3M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares378,797 from 394,657
Change-15,860 (-4%)
Value$124.4M (-$46.6M)
Filed 2026-11-05
Rakuten Investment Management, Inc.
NEW
Shares377,926
Change+377,926
Value$122.4M
Filed 2026-10-30
Xponance LLC
INCREASED
Shares377,273 from 364,140
Change+13,133 (+4%)
Value$123.9M (-$33.9M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares370,148 from 365,435
Change+4,713 (+1%)
Value$121.6M (-$36.8M)
Filed 2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED
Shares369,143 from 363,843
Change+5,300 (+1%)
Value$121.3K (-$157.5M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares359,535 from 355,960
Change+3,575 (+1%)
Value$118.1M (-$36.1M)
Filed 2026-10-13
Nisa Investment Advisors, LLC
DECREASED
Shares359,468 from 379,382
Change-19,914 (-5%)
Value$118.2M (-$46.3M)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares355,611 from 340,833
Change+14,778 (+4%)
Value$116.8M (-$30.9M)
Filed 2026-10-21
Arizona State Retirement System
INCREASED
Shares353,401 from 346,510
Change+6,891 (+2%)
Value$116.1M (-$34.1M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares353,000 from 358,800
Change-5,800 (-2%)
Value$116.0M (-$39.5M)
Filed 2026-10-27
Raiffeisen Bank International AG
DECREASED
Shares337,047 from 374,248
Change-37,201 (-10%)
Value$109.2M (-$44.6M)
Filed 2026-10-28
Vest Financial, LLC
DECREASED
Shares326,056 from 384,415
Change-58,359 (-15%)
Value$107.1M (-$59.5M)
Filed 2026-10-21
ARS Investment Partners, LLC
DECREASED
Shares323,542 from 355,425
Change-31,883 (-9%)
Value$106.3M (-$47.7M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares320,827 from 393,729
Change-72,902 (-19%)
Value$109.1M (-$44.8M)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares313,707 from 332,659
Change-18,952 (-6%)
Value$103.1M (-$41.1M)
Filed 2026-11-02
Retirement Systems of Alabama
INCREASED
Shares311,528 from 262,717
Change+48,811 (+19%)
Value$102.3M (-$11.5M)
Filed 2026-11-04
IFM Investors Pty Ltd
INCREASED
Shares297,793 from 287,229
Change+10,564 (+4%)
Value$97.8M (-$26.6M)
Filed 2026-10-14
Artemis Investment Management LLP
DECREASED
Shares296,062 from 644,861
Change-348,799 (-54%)
Value$97.3M (-$182.2M)
Filed 2026-10-08
Achmea Investment Management B.V.
DECREASED
Shares286,704 from 425,361
Change-138,657 (-33%)
Value$94.3M (-$90.1M)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares279,063 from 240,066
Change+38,997 (+16%)
Value$91.7M (-$12.4M)
Filed 2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares276,459 from 276,217
Change+242 (+0%)
Value$90.8M (-$28.9M)
Filed 2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares271,289 from 268,636
Change+2,653 (+1%)
Value$89.1M (-$27.3M)
Filed 2026-10-19
Williams Jones Wealth Management, Llc.
DECREASED
Shares257,881 from 274,278
Change-16,397 (-6%)
Value$84.7M (-$34.1M)
Filed 2026-11-05
Amalgamated Bank
DECREASED
Shares257,574 from 262,534
Change-4,960 (-2%)
Value$84.6K (-$113.7M)
Filed 2026-10-23
Exchange Traded Concepts, LLC
INCREASED
Shares255,459 from 214,465
Change+40,994 (+19%)
Value$83.9M (-$9.0M)
Filed 2026-10-28
Crestwood Advisors Group, LLC
DECREASED
Shares253,780 from 267,669
Change-13,889 (-5%)
Value$83.4M (-$32.6M)
Filed 2026-10-27
Lido Advisors, LLC
DECREASED
Shares251,625 from 256,239
Change-4,614 (-2%)
Value$82.7M (-$28.4M)
Filed 2026-11-04
Pinnacle Associates LTD
DECREASED
Shares251,376 from 255,656
Change-4,280 (-2%)
Value$82.6M (-$28.2M)
Filed 2026-10-20
iA Global Asset Management Inc.
INCREASED
Shares243,604 from 242,809
Change+795 (+0%)
Value$80.0K (-$105.1M)
Filed 2026-10-29
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares240,889 from 241,689
Change-800 (0%)
Value$79.1M (-$25.6M)
Filed 2026-10-30
Wedge Capital Management L L P
INCREASED
Shares236,241 from 220,495
Change+15,746 (+7%)
Value$77.6M (-$17.9M)
Filed 2026-10-13
Neville Rodie & Shaw Inc
DECREASED
Shares228,646 from 243,027
Change-14,381 (-6%)
Value$75.1K (-$30.2K)
Filed 2026-10-05
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares218,027 from 204,254
Change+13,773 (+7%)
Value$71.6M (-$16.9M)
Filed 2026-10-30
Gateway Investment Advisers LLC
DECREASED
Shares217,151 from 232,236
Change-15,085 (-6%)
Value$71.3M (-$29.3M)
Filed 2026-10-13
New York Life Investment Management LLC
INCREASED
Shares211,558 from 205,583
Change+5,975 (+3%)
Value$69.5M (-$19.6M)
Filed 2026-11-04
Vontobel Holding Ltd.
INCREASED
Shares207,470 from 202,715
Change+4,755 (+2%)
Value$68.2M (-$19.7M)
Filed 2026-10-16
OP Asset Management Ltd
INCREASED
Shares204,591 from 169,758
Change+34,833 (+21%)
Value$67.2M (-$6.4M)
Filed 2026-11-05
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares199,300 from 199,300
Change0 (0%)
Value$65.5M (-$20.9M)
Filed 2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares197,840 from 205,801
Change-7,961 (-4%)
Value$65.1M (-$24.2M)
Filed 2026-10-22
Burney Co/
DECREASED
Shares194,780 from 204,176
Change-9,396 (-5%)
Value$64.0M (-$24.5M)
Filed 2026-10-15
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares184,210 from 180,116
Change+4,094 (+2%)
Value$60.5M (-$17.5M)
Filed 2026-10-20
McGuire Investment Group, LLC
DECREASED
Shares178,611 from 182,811
Change-4,200 (-2%)
Value$58.7M (-$20.5M)
Filed 2026-10-23
Wealth Architects, LLC
INCREASED
Shares178,478 from 178,222
Change+256 (+0%)
Value$58.6M (-$18.6M)
Filed 2026-11-03
Aegon Asset Management UK PLC
DECREASED
Shares177,025 from 213,677
Change-36,652 (-17%)
Value$58.2M (-$34.4M)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares174,686 from 173,312
Change+1,374 (+1%)
Value$57.4M (-$17.7M)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares173,998 from 113,089
Change+60,909 (+54%)
Value$57.2M (+$8.2M)
Filed 2026-10-28
Parnassus Investments, LLC
DECREASED
Shares173,348 from 185,517
Change-12,169 (-7%)
Value$56.9M (-$23.4M)
Filed 2026-10-22
ABN Amro Investment Solutions
INCREASED
Shares164,710 from 134,707
Change+30,003 (+22%)
Value$54.1M (-$4.3M)
Filed 2026-10-21
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares160,290 from 160,505
Change-215 (0%)
Value$52.7M (-$16.9M)
Filed 2026-11-02
Nicholas Company, Inc.
DECREASED
Shares159,567 from 159,717
Change-150 (0%)
Value$52.4M (-$16.8M)
Filed 2026-11-05
Factory Mutual Insurance Co
INCREASED
Shares159,150 from 93,550
Change+65,600 (+70%)
Value$52.3M (+$11.7M)
Filed 2026-10-30
Fideuram Asset Management (Ireland) dac
INCREASED
Shares158,423 from 155,438
Change+2,985 (+2%)
Value$50.9M (-$422.1K)
Filed 2026-10-29
Profund Advisors LLC
DECREASED
Shares157,595 from 173,756
Change-16,161 (-9%)
Value$51.8M (-$23.5M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares156,314 from 166,336
Change-10,022 (-6%)
Value$51.4K (-$72.0M)
Filed 2026-11-02
Mutual of America Capital Management LLC
DECREASED
Shares156,010 from 157,655
Change-1,645 (-1%)
Value$51.3M (-$17.1M)
Filed 2026-10-23
Guinness Asset Management LTD
INCREASED
Shares155,923 from 155,776
Change+147 (+0%)
Value$51.2M (-$14.8M)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
INCREASED
Shares153,852 from 153,766
Change+86 (+0%)
Value$50.5M (-$16.1M)
Filed 2026-10-30
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares152,120 from 154,980
Change-2,860 (-2%)
Value$50.0M (-$17.2M)
Filed 2026-10-29
ASR Vermogensbeheer N.V.
DECREASED
Shares150,340 from 172,453
Change-22,113 (-13%)
Value$49.4M (-$25.3M)
Filed 2026-10-16
Avanza Fonder AB
INCREASED
Shares147,553 from 131,897
Change+15,656 (+12%)
Value$48.5M (-$8.7M)
Filed 2026-10-13
Brooklands Fund Management Ltd
NEW
Shares142,800
Change+142,800
Value$46.9M
Filed 2026-10-28
Gradient Investments LLC
DECREASED
Shares141,039 from 150,167
Change-9,128 (-6%)
Value$46.3M (-$18.7M)
Filed 2026-10-08
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED
Shares140,700 from 20,000
Change+120,700 (+604%)
Value$46.2M (+$37.6M)
Filed 2026-11-04
Louisiana State Employees Retirement System
DECREASED
Shares140,400 from 144,300
Change-3,900 (-3%)
Value$46.1M (-$16.4M)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares140,229 from 145,993
Change-5,764 (-4%)
Value$46.1M (-$17.2M)
Filed 2026-11-02
Braun Stacey Associates Inc
DECREASED
Shares138,955 from 155,268
Change-16,313 (-11%)
Value$45.6M (-$21.6M)
Filed 2026-10-19
Sava Infond d.o.o.
INCREASED
Shares134,140 from 111,740
Change+22,400 (+20%)
Value$44.1M (-$4.4M)
Filed 2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares130,176 from 129,617
Change+559 (+0%)
Value$42.8K (-$56.1M)
Filed 2026-10-26
Banque Pictet & CIE SA
INCREASED
Shares130,039 from 67,344
Change+62,695 (+93%)
Value$42.7M (+$13.5M)
Filed 2026-10-16
Harbor Island Capital LLC
DECREASED
Shares128,181 from 148,878
Change-20,697 (-14%)
Value$42.1M (-$22.4M)
Filed 2026-10-23
Illinois Municipal Retirement Fund
INCREASED
Shares127,762 from 125,071
Change+2,691 (+2%)
Value$42.0M (-$12.2M)
Filed 2026-11-05
Yousif Capital Management, LLC
INCREASED
Shares124,993 from 123,703
Change+1,290 (+1%)
Value$41.1M (-$12.5M)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares124,655 from 67,294
Change+57,361 (+85%)
Value$41.0M (+$11.8M)
Filed 2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares123,234 from 123,064
Change+170 (+0%)
Value$40.5M (-$12.8M)
Filed 2026-10-22
Nemes Rush Group LLC
DECREASED
Shares121,915 from 123,512
Change-1,597 (-1%)
Value$40.1M (-$13.5M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares121,558 from 98,862
Change+22,696 (+23%)
Value$39.9M (-$2.9M)
Filed 2026-10-16
One Way Holdings LLC
INCREASED
Shares119,330 from 116,110
Change+3,220 (+3%)
Value$39.2M (-$11.1M)
Filed 2026-10-29
State of Alaska, Department of Revenue
DECREASED
Shares118,533 from 122,533
Change-4,000 (-3%)
Value$38.9K (-$53.1M)
Filed 2026-10-15
AIA Group Ltd
DECREASED
Shares116,034 from 144,127
Change-28,093 (-19%)
Value$38.1M (-$24.3M)
Filed 2026-10-30
Crossmark Global Holdings, Inc.
DECREASED
Shares115,003 from 132,930
Change-17,927 (-13%)
Value$37.8M (-$19.8M)
Filed 2026-10-21
Midwest Trust Co
INCREASED
Shares114,818 from 108,182
Change+6,636 (+6%)
Value$37.7M (-$9.2M)
Filed 2026-10-22
SteelPeak Wealth, LLC
DECREASED
Shares114,672 from 138,129
Change-23,457 (-17%)
Value$37.7M (-$22.2M)
Filed 2026-10-16
Generali Asset Management SPA SGR
DECREASED
Shares114,058 from 115,587
Change-1,529 (-1%)
Value$37.5M (-$12.6M)
Filed 2026-10-26
Moran Wealth Management, LLC
DECREASED
Shares113,681 from 118,675
Change-4,994 (-4%)
Value$37.3M (-$14.1M)
Filed 2026-10-22
Annex Advisory Services, LLC
INCREASED
Shares113,371 from 1,215
Change+112,156 (+9231%)
Value$37.2M (+$36.7M)
Filed 2026-10-16
Smith Group Asset Management, LLC
DECREASED
Shares109,941 from 175,747
Change-65,806 (-37%)
Value$36.1M (-$40.0M)
Filed 2026-10-27
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares109,498 from 116,898
Change-7,400 (-6%)
Value$36.0M (-$14.7M)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares109,332 from 106,838
Change+2,494 (+2%)
Value$35.9M (-$10.4M)
Filed 2026-10-23
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares108,652 from 118,131
Change-9,479 (-8%)
Value$35.7M (-$15.5M)
Filed 2026-10-20
King Luther Capital Management Corp
INCREASED
Shares108,551 from 84,543
Change+24,008 (+28%)
Value$35.7M (-$974.9K)
Filed 2026-11-05
Global X Japan Co., Ltd.
DECREASED
Shares104,786 from 116,869
Change-12,083 (-10%)
Value$34.4M (-$16.2M)
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED
Shares103,354 from 102,238
Change+1,116 (+1%)
Value$28.1M (-$7.3M)
Filed 2026-10-21
Motley Fool Asset Management LLC
INCREASED
Shares102,713 from 93,731
Change+8,982 (+10%)
Value$33.7M (-$6.9M)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares102,585 from 101,038
Change+1,547 (+2%)
Value$33.7M (-$10.1M)
Filed 2026-10-29
First Merchants Corp
DECREASED
Shares101,009 from 102,322
Change-1,313 (-1%)
Value$33.2M (-$11.2M)
Filed 2026-10-15
Glenview Trust Co
DECREASED
Shares100,098 from 100,253
Change-155 (0%)
Value$32.9M (-$10.6M)
Filed 2026-10-28
Baker Ellis Asset Management LLC
DECREASED
Shares99,085 from 105,992
Change-6,907 (-7%)
Value$32.6M (-$13.4M)
Filed 2026-10-14
Gulf International Bank (UK) Ltd
UNCHANGED
Shares97,276 from 97,276
Change0 (0%)
Value$32.0K (-$42.1M)
Filed 2026-10-20
Allen Investment Management, LLC
INCREASED
Shares94,408 from 92,737
Change+1,671 (+2%)
Value$31.0M (-$9.2M)
Filed 2026-11-03
Diversify Advisory Services, LLC
DECREASED
Shares94,121 from 97,064
Change-2,943 (-3%)
Value$26.1M (-$2.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares94,121 from 97,064
Change-2,943 (-3%)
Value$26.1M (-$2.2M)
Filed 2026-10-20
Arbejdsmarkedets Tillaegspension
INCREASED
Shares92,700 from 82,300
Change+10,400 (+13%)
Value$30.5M (-$5.2M)
Filed 2026-10-30
Nilsine Partners, LLC
DECREASED
Shares92,577 from 99,904
Change-7,327 (-7%)
Value$30.4M (-$12.9M)
Filed 2026-11-02
Violich Capital Management, Inc.
UNCHANGED
Shares92,250 from 92,250
Change0 (0%)
Value$30.3M (-$9.7M)
Filed 2026-10-05
Jefferies Financial Group Inc.
DECREASED
Shares91,865 from 123,454
Change-31,589 (-26%)
Value$30.2M (-$23.3M)
Filed 2026-11-05
YHB Investment Advisors, Inc.
DECREASED
Shares91,541 from 96,662
Change-5,121 (-5%)
Value$30.1M (-$11.8M)
Filed 2026-10-08
Park Avenue Securities LLC
INCREASED
Shares90,715 from 84,400
Change+6,315 (+7%)
Value$29.8K (-$36.5M)
Filed 2026-10-26
Cookson Peirce & Co Inc
INCREASED
Shares89,397 from 87,973
Change+1,424 (+2%)
Value$29.4M (-$8.8M)
Filed 2026-10-30
Hosking Partners LLP
INCREASED
Shares87,593 from 85,010
Change+2,583 (+3%)
Value$28.8M (-$8.1M)
Filed 2026-10-21
Linscomb Wealth, Inc.
DECREASED
Shares86,322 from 99,082
Change-12,760 (-13%)
Value$28.4M (-$14.6M)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED
Shares85,406 from 83,207
Change+2,199 (+3%)
Value$28.1M (-$8.0M)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares84,069 from 83,626
Change+443 (+1%)
Value$27.6M (-$8.6M)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares83,399 from 86,112
Change-2,713 (-3%)
Value$27.4M (-$9.9M)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares80,862 from 81,129
Change-267 (0%)
Value$26.6M (-$8.6M)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares79,836 from 80,801
Change-965 (-1%)
Value$26.2M (-$8.8M)
Filed 2026-11-03
Fusion Capital, LLC
DECREASED
Shares77,305 from 79,779
Change-2,474 (-3%)
Value$25.4M (-$9.2M)
Filed 2026-10-28
Strategic Planning Group, LLC
INCREASED
Shares76,375 from 61,856
Change+14,519 (+23%)
Value$25.1M (-$1.7M)
Filed 2026-10-22
Compagnie Lombard Odier SCmA
DECREASED
Shares75,928 from 102,737
Change-26,809 (-26%)
Value$24.9M (-$19.6M)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares74,445 from 73,978
Change+467 (+1%)
Value$24.5M (-$7.6M)
Filed 2026-10-27
J. Safra Sarasin Holding AG
DECREASED
Shares71,705 from 96,952
Change-25,247 (-26%)
Value$17.4M (-$3.5M)
Filed 2026-10-26
Eldred Rock Partners, LLC
INCREASED
Shares71,685 from 71,251
Change+434 (+1%)
Value$23.5M (-$7.3M)
Filed 2026-10-13
D.A. Davidson & Co.
DECREASED
Shares71,288 from 74,994
Change-3,706 (-5%)
Value$23.4M (-$9.1M)
Filed 2026-10-28
OAK Ridge Investments LLC
DECREASED
Shares71,175 from 75,060
Change-3,885 (-5%)
Value$23.4M (-$9.1M)
Filed 2026-10-30
Fulcrum Capital LLC
DECREASED
Shares70,316 from 71,266
Change-950 (-1%)
Value$23.1M (-$7.8M)
Filed 2026-10-15
China Universal Asset Management Co., Ltd.
INCREASED
Shares69,726 from 65,644
Change+4,082 (+6%)
Value$22.6M (-$5.9M)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED
Shares68,976 from 65,453
Change+3,523 (+5%)
Value$22.1M (-$1.0M)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares68,449 from 74,391
Change-5,942 (-8%)
Value$22.5M (-$9.7M)
Filed 2026-10-13
Convergence Investment Partners, LLC
INCREASED
Shares68,204 from 64,972
Change+3,232 (+5%)
Value$22.4M (-$5.7M)
Filed 2026-10-28
Central Bank & Trust Co
DECREASED
Shares67,641 from 69,561
Change-1,920 (-3%)
Value$22.2M (-$7.9M)
Filed 2026-10-09
Hartford Investment Management Co
DECREASED
Shares66,977 from 69,116
Change-2,139 (-3%)
Value$22.0M (-$7.9M)
Filed 2026-11-04
Prairie Advisory, LLC
INCREASED
Shares66,444 from 36,491
Change+29,953 (+82%)
Value$21.8M (+$6.0M)
Filed 2026-10-19
Kwmg, LLC
DECREASED
Shares66,117 from 69,644
Change-3,527 (-5%)
Value$21.7M (-$8.5M)
Filed 2026-10-07
Farther Finance Advisors, LLC
INCREASED
Shares65,941 from 58,476
Change+7,465 (+13%)
Value$21.7M (-$3.6M)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares65,126 from 69,785
Change-4,659 (-7%)
Value$21.4M (-$8.8M)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares64,609 from 17,554
Change+47,055 (+268%)
Value$21.2M (+$14.0M)
Filed 2026-10-13
Carderock Capital Management Inc
DECREASED
Shares63,639 from 73,797
Change-10,158 (-14%)
Value$20.9M (-$11.1M)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED
Shares63,627 from 68,606
Change-4,979 (-7%)
Value$20.9M (-$8.8M)
Filed 2026-10-20
Stanley-Laman Group, Ltd.
DECREASED
Shares63,297 from 63,629
Change-332 (-1%)
Value$20.8M (-$6.8M)
Filed 2026-10-20
Naples Global Advisors, LLC
DECREASED
Shares63,165 from 67,346
Change-4,181 (-6%)
Value$20.8M (-$8.4M)
Filed 2026-11-05
Carret Asset Management, LLC
DECREASED
Shares62,443 from 65,068
Change-2,625 (-4%)
Value$20.5M (-$7.7M)
Filed 2026-11-04
New Mexico Educational Retirement Board
UNCHANGED
Shares62,130 from 62,130
Change0 (0%)
Value$20.4M (-$6.5M)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares61,931 from 106,241
Change-44,310 (-42%)
Value$20.3M (-$25.7M)
Filed 2026-10-14
Insight Wealth Strategies, LLC
INCREASED
Shares61,398 from 60,806
Change+592 (+1%)
Value$20.2M (-$3.6M)
Filed 2026-10-09
Elemental Capital Partners LLC
INCREASED
Shares59,405 from 57,710
Change+1,695 (+3%)
Value$19.5M (-$5.5M)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares58,625 from 47,300
Change+11,325 (+24%)
Value$19.3M (-$1.2M)
Filed 2026-10-28
E. Ohman J:or Asset Management AB
INCREASED
Shares58,601 from 57,351
Change+1,250 (+2%)
Value$19.3M (-$5.6M)
Filed 2026-10-22
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares58,258 from 54,795
Change+3,463 (+6%)
Value$19.1M (-$4.6M)
Filed 2026-10-26
Aviance Capital Partners, LLC
DECREASED
Shares57,569 from 58,147
Change-578 (-1%)
Value$18.9M (-$6.3M)
Filed 2026-10-29
Tritonpoint Wealth, LLC
DECREASED
Shares57,095 from 62,831
Change-5,736 (-9%)
Value$18.8M (-$8.5M)
Filed 2026-10-19
Pittenger & Anderson Inc
DECREASED
Shares56,411 from 58,963
Change-2,552 (-4%)
Value$18.5M (-$7.0M)
Filed 2026-11-02
Rockline Wealth Management, LLC
INCREASED
Shares56,349 from 56,191
Change+158 (+0%)
Value$18.5M (-$5.8M)
Filed 2026-10-26
Generate Investment Management Ltd
DECREASED
Shares56,287 from 91,916
Change-35,629 (-39%)
Value$18.5M (-$21.3M)
Filed 2026-10-14
CX Institutional
INCREASED
Shares56,104 from 25,495
Change+30,609 (+120%)
Value$18.4K (+$7.4K)
Filed 2026-10-02
Brookstone Capital Management
DECREASED
Shares55,170 from 60,735
Change-5,565 (-9%)
Value$18.1M (-$8.2M)
Filed 2026-10-22
Modera Wealth Management, LLC
DECREASED
Shares54,598 from 59,586
Change-4,988 (-8%)
Value$17.9M (-$7.9M)
Filed 2026-10-28
Sierra Summit Advisors LLC
INCREASED
Shares53,888 from 53,034
Change+854 (+2%)
Value$17.7M (-$5.3M)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares53,752 from 71,870
Change-18,118 (-25%)
Value$12.9M (-$18.3M)
Filed 2026-11-04
Means Investment Co., Inc.
DECREASED
Shares52,072 from 55,238
Change-3,166 (-6%)
Value$17.1M (-$6.8M)
Filed 2026-11-03
Copeland Capital Management, LLC
DECREASED
Shares52,003 from 54,547
Change-2,544 (-5%)
Value$17.1M (-$6.6M)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares51,700 from 27,771
Change+23,929 (+86%)
Value$17.0M (+$5.0M)
Filed 2026-11-03
Congress Asset Management Co
DECREASED
Shares51,381 from 53,337
Change-1,956 (-4%)
Value$16.9M (-$6.2M)
Filed 2026-10-06
Venture Visionary Partners LLC
INCREASED
Shares50,717 from 46,519
Change+4,198 (+9%)
Value$16.7M (-$3.5M)
Filed 2026-10-07
Bank Pictet & Cie (Europe) AG
INCREASED
Shares50,703 from 2,064
Change+48,639 (+2357%)
Value$16.7M (+$15.8M)
Filed 2026-10-20
Spear Advisors LLC
INCREASED
Shares50,456 from 33,817
Change+16,639 (+49%)
Value$16.6M (+$1.9M)
Filed 2026-10-27
Boston Trust Walden Corp
DECREASED
Shares50,451 from 66,424
Change-15,973 (-24%)
Value$16.6M (-$12.2M)
Filed 2026-10-30
Mirae Asset Securities (USA) Inc.
NEW
Shares50,109
Change+50,109
Value$16.5M
Filed 2026-10-15
Greenleaf Trust
DECREASED
Shares49,762 from 51,866
Change-2,104 (-4%)
Value$16.3M (-$6.1M)
Filed 2026-10-29
Fifth Third Wealth Advisors LLC
DECREASED
Shares49,533 from 49,903
Change-370 (-1%)
Value$16.3M (-$5.4M)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares49,483 from 49,672
Change-189 (0%)
Value$16.3M (-$5.3M)
Filed 2026-10-23
CWA Asset Management Group, LLC
INCREASED
Shares49,320 from 46,999
Change+2,321 (+5%)
Value$16.2M (-$4.2M)
Filed 2026-10-19
Tokio Marine Asset Management Co LTD
INCREASED
Shares48,812 from 46,482
Change+2,330 (+5%)
Value$16.0M (-$4.1M)
Filed 2026-10-26
Oppenheimer & Co Inc
DECREASED
Shares48,281 from 51,877
Change-3,596 (-7%)
Value$15.9M (-$6.6M)
Filed 2026-10-26
Sterling Capital Management LLC
DECREASED
Shares47,637 from 53,165
Change-5,528 (-10%)
Value$15.6M (-$7.4M)
Filed 2026-10-22
Stiles Financial Services Inc
DECREASED
Shares47,415 from 48,385
Change-970 (-2%)
Value$15.6M (-$5.4M)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares46,892 from 49,914
Change-3,022 (-6%)
Value$15.4M (-$6.2M)
Filed 2026-10-30
Bokf, NA
INCREASED
Shares46,861 from 42,094
Change+4,767 (+11%)
Value$15.4M (-$2.8M)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED
Shares46,029 from 45,906
Change+123 (+0%)
Value$15.1M (-$4.8M)
Filed 2026-10-08
PKO Investment Management Joint-Stock Co
INCREASED
Shares46,000 from 40,500
Change+5,500 (+14%)
Value$15.1M (-$2.4M)
Filed 2026-10-19
Scott & Selber, Inc.
INCREASED
Shares45,874 from 45,867
Change+7 (+0%)
Value$15.1M (-$4.8M)
Filed 2026-10-21
Keybank National Association
INCREASED
Shares45,677 from 43,521
Change+2,156 (+5%)
Value$15.0M (-$3.9M)
Filed 2026-11-04
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares45,137 from 42,175
Change+2,962 (+7%)
Value$14.8M (-$3.4M)
Filed 2026-10-30
VestGen Advisors, LLC
DECREASED
Shares45,011 from 51,969
Change-6,958 (-13%)
Value$14.8M (-$7.7M)
Filed 2026-10-27
Calamos Wealth Management LLC
INCREASED
Shares44,872 from 43,862
Change+1,010 (+2%)
Value$14.7M (-$4.3M)
Filed 2026-11-02
Pacifica Partners Inc.
DECREASED
Shares43,989 from 44,218
Change-229 (-1%)
Value$15.0M (-$600.3K)
Filed 2026-10-09
Valley National Advisers Inc
DECREASED
Shares43,779 from 59,166
Change-15,387 (-26%)
Value$14.4M (-$11.3M)
Filed 2026-10-23
Chapin Davis, Inc.
INCREASED
Shares43,307 from 43,099
Change+208 (+0%)
Value$14.2M (-$4.4M)
Filed 2026-10-09
Kintegral Advisory, LLC
INCREASED
Shares43,077 from 42,834
Change+243 (+1%)
Value$14.2M (-$4.4M)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares43,060 from 39,912
Change+3,148 (+8%)
Value$14.1M (-$3.1M)
Filed 2026-10-08
Harbour Capital Advisors, LLC
DECREASED
Shares42,799 from 43,186
Change-387 (-1%)
Value$14.1M (-$1.1M)
Filed 2026-10-13
Artemis Wealth Advisors, LLC
INCREASED
Shares42,500 from 40,000
Change+2,500 (+6%)
Value$14.0M (-$3.4M)
Filed 2026-11-05
N10 Wealth, LLC
INCREASED
Shares42,491 from 33,943
Change+8,548 (+25%)
Value$14.0M (-$749.8K)
Filed 2026-10-14
Cypress Capital Group
INCREASED
Shares42,476 from 41,496
Change+980 (+2%)
Value$14.0M (-$4.0M)
Filed 2026-11-03
Sanders Morris Harris LLC
NEW
Shares42,420
Change+42,420
Value$13.9M
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares42,378 from 39,664
Change+2,714 (+7%)
Value$13.9M (-$3.3M)
Filed 2026-10-23
Capital Investment Advisors, LLC
DECREASED
Shares42,160 from 43,381
Change-1,221 (-3%)
Value$13.9M (-$4.9M)
Filed 2026-10-22
Trifecta Capital Advisors, LLC
INCREASED
Shares41,987 from 41,475
Change+512 (+1%)
Value$13.8M (-$4.2M)
Filed 2026-10-21
Ritholtz Wealth Management
DECREASED
Shares41,404 from 44,910
Change-3,506 (-8%)
Value$13.6M (-$5.9M)
Filed 2026-11-05
Bailard, Inc.
INCREASED
Shares41,378 from 40,950
Change+428 (+1%)
Value$13.6M (-$4.2M)
Filed 2026-10-13
Glass Wealth Management Co LLC
INCREASED
Shares41,345 from 39,437
Change+1,908 (+5%)
Value$13.6M (-$3.5M)
Filed 2026-10-28
Jackson Square Capital, LLC
DECREASED
Shares40,805 from 41,406
Change-601 (-1%)
Value$13.4M (-$4.5M)
Filed 2026-10-19
McBroom & Associates, LLC
DECREASED
Shares40,801 from 55,403
Change-14,602 (-26%)
Value$13.4M (-$10.6M)
Filed 2026-10-29
Progressive Investment Management Corp
DECREASED
Shares40,559 from 40,962
Change-403 (-1%)
Value$13.3M (-$4.4M)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
DECREASED
Shares40,349 from 42,530
Change-2,181 (-5%)
Value$13.3M (-$5.2M)
Filed 2026-10-27
Plato Investment Management Ltd
INCREASED
Shares39,501 from 39,281
Change+220 (+1%)
Value$13.0M (-$3.9M)
Filed 2026-11-05
Traynor Capital Management, Inc.
DECREASED
Shares39,236 from 39,375
Change-139 (0%)
Value$12.9M (-$4.2M)
Filed 2026-10-29
Perigon Wealth Management, LLC
DECREASED
Shares38,755 from 43,232
Change-4,477 (-10%)
Value$12.7M (-$6.0M)
Filed 2026-10-22
V-Square Quantitative Management LLC
DECREASED
Shares38,454 from 38,575
Change-121 (0%)
Value$12.6M (-$4.1M)
Filed 2026-10-15
North Dakota State Investment Board
INCREASED
Shares38,278 from 36,844
Change+1,434 (+4%)
Value$12.6M (-$3.4M)
Filed 2026-10-27
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares37,696 from 38,711
Change-1,015 (-3%)
Value$12.4M (-$4.4M)
Filed 2026-11-03
TritonPoint Partners, LLC
DECREASED
Shares37,589 from 70,828
Change-33,239 (-47%)
Value$12.4M (-$18.3M)
Filed 2026-11-05
Cache Advisors, LLC
INCREASED
Shares37,504 from 23,581
Change+13,923 (+59%)
Value$12.3M (+$2.1M)
Filed 2026-10-16
Choreo, LLC
INCREASED
Shares37,475 from 33,955
Change+3,520 (+10%)
Value$12.4M (-$2.4M)
Filed 2026-10-28
Quadrant Capital Group LLC
INCREASED
Shares37,441 from 35,785
Change+1,656 (+5%)
Value$11.3M (-$4.2M)
Filed 2026-10-20
GC Wealth Management RIA, LLC
INCREASED
Shares37,061 from 34,637
Change+2,424 (+7%)
Value$12.2M (-$2.8M)
Filed 2026-11-02
N10 Assets, LLC
INCREASED
Shares36,940 from 33,476
Change+3,464 (+10%)
Value$12.1M (-$2.4M)
Filed 2026-10-14
Masterinvest Kapitalanlage GmbH
DECREASED
Shares36,569 from 41,698
Change-5,129 (-12%)
Value$12.0M (-$6.1M)
Filed 2026-11-03
Encompass Wealth Advisors, LLC
INCREASED
Shares35,916 from 18,040
Change+17,876 (+99%)
Value$11.8M (+$4.0M)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares35,748 from 89,293
Change-53,545 (-60%)
Value$11.7M (-$26.9M)
Filed 2026-10-15
Krilogy Financial LLC
INCREASED
Shares35,640 from 28,235
Change+7,405 (+26%)
Value$11.0M (-$1.2M)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares35,566 from 36,959
Change-1,393 (-4%)
Value$11.7M (-$4.3M)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares35,420 from 33,401
Change+2,019 (+6%)
Value$11.6M (-$2.8M)
Filed 2026-10-23
First Business Financial Services, Inc.
INCREASED
Shares34,990 from 32,515
Change+2,475 (+8%)
Value$11.5M (-$2.6M)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED
Shares34,824 from 26,690
Change+8,134 (+30%)
Value$11.5M (-$121.6K)
Filed 2026-11-05
Procyon Advisors, LLC
INCREASED
Shares34,566 from 30,013
Change+4,553 (+15%)
Value$11.4M (-$1.7M)
Filed 2026-10-21
Midwest Professional Planners, Ltd.
DECREASED
Shares34,552 from 37,324
Change-2,772 (-7%)
Value$11.4M (-$4.8M)
Filed 2026-10-29
Precedent Wealth Partners, LLC
INCREASED
Shares34,501 from 34,102
Change+399 (+1%)
Value$11.3M (-$3.4M)
Filed 2026-10-21
Lmcg Investments, LLC
DECREASED
Shares34,068 from 38,887
Change-4,819 (-12%)
Value$11.2M (-$5.7M)
Filed 2026-10-21
Howard Capital Management, LLC
DECREASED
Shares34,017 from 34,048
Change-31 (0%)
Value$11.2M (-$3.6M)
Filed 2026-10-16
Columbia Bank
DECREASED
Shares33,247 from 34,378
Change-1,131 (-3%)
Value$10.9M (-$4.0M)
Filed 2026-10-29
Tema Etfs LLC
INCREASED
Shares33,244 from 30,923
Change+2,321 (+8%)
Value$10.9M (-$2.5M)
Filed 2026-10-16
Regions Financial Corp
INCREASED
Shares33,173 from 19,760
Change+13,413 (+68%)
Value$10.9M (+$2.3M)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares33,071 from 32,370
Change+701 (+2%)
Value$10.9M (-$3.2M)
Filed 2026-10-14
National Mutual Insurance Federation of Agricultural Cooperatives
NEW
Shares33,000
Change+33,000
Value$10.8M
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares32,943 from 31,158
Change+1,785 (+6%)
Value$10.8M (-$2.7M)
Filed 2026-10-23
Consolidated Capital Management, LLC
DECREASED
Shares32,706 from 33,004
Change-298 (-1%)
Value$10.7M (-$3.6M)
Filed 2026-10-13
BAR Harbor Wealth Management
DECREASED
Shares32,637 from 34,789
Change-2,152 (-6%)
Value$10.7M (-$4.4M)
Filed 2026-10-21
Mill Capital Management, LLC
UNCHANGED
Shares31,950 from 31,950
Change0 (0%)
Value$10.5M (-$3.3M)
Filed 2026-10-26
Fortem Financial Group, LLC
INCREASED
Shares31,473 from 31,159
Change+314 (+1%)
Value$10.3M (-$3.2M)
Filed 2026-10-20
Fisher Funds Management LTD
UNCHANGED
Shares31,319 from 31,319
Change0 (0%)
Value$10.3M (-$3.3M)
Filed 2026-10-13
Praxis Investment Management Inc
UNCHANGED
Shares31,227 from 31,227
Change0 (0%)
Value$10.3M (-$3.3M)
Filed 2026-11-03
Westhampton Capital, LLC
INCREASED
Shares30,890 from 30,872
Change+18 (+0%)
Value$10.1M (-$3.2M)
Filed 2026-10-30
Beacon Bank & Trust
NEW
Shares30,000
Change+30,000
Value$9.9M
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares29,466 from 23,255
Change+6,211 (+27%)
Value$9.7M (-$397.3K)
Filed 2026-11-03
Professional Advisory Services Inc
DECREASED
Shares29,275 from 31,102
Change-1,827 (-6%)
Value$9.6K (-$3.9K)
Filed 2026-10-08
Independent Financial Group, LLC
DECREASED
Shares29,190 from 33,461
Change-4,271 (-13%)
Value$9.6M (-$4.9M)
Filed 2026-10-13
DSG Capital Advisors, LLC
DECREASED
Shares28,779 from 29,555
Change-776 (-3%)
Value$9.5M (-$774.8K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares28,405 from 24,532
Change+3,873 (+16%)
Value$9.3M (-$1.3M)
Filed 2026-10-30
180 Wealth Advisors, LLC
DECREASED
Shares27,747 from 28,088
Change-341 (-1%)
Value$9.1M (-$3.1M)
Filed 2026-11-03
Childress Capital Advisors, LLC
DECREASED
Shares27,280 from 29,044
Change-1,764 (-6%)
Value$9.0M (-$3.6M)
Filed 2026-10-28
Gunderson Capital Management LLC
NEW
Shares27,165
Change+27,165
Value$8.9M
Filed 2026-10-15
Martin Capital Advisors, LLP
DECREASED
Shares26,998 from 27,285
Change-287 (-1%)
Value$8.9M (-$3.0M)
Filed 2026-10-15
Montag A & Associates Inc
DECREASED
Shares26,876 from 28,111
Change-1,235 (-4%)
Value$8.8M (-$3.4M)
Filed 2026-10-29
Sitrin Capital Management LLC
DECREASED
Shares26,859 from 27,012
Change-153 (-1%)
Value$8.8M (-$2.9M)
Filed 2026-10-19
Chicago Trust Co NA
DECREASED
Shares26,779 from 29,872
Change-3,093 (-10%)
Value$8.8M (-$4.1M)
Filed 2026-10-28
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED
Shares26,007 from 11,769
Change+14,238 (+121%)
Value$8.5M (+$3.4M)
Filed 2026-11-04
Stackstone Wealth, LLC
NEW
Shares25,876
Change+25,876
Value$8.5M
Filed 2026-10-19
Yarbrough Capital, LLC
UNCHANGED
Shares25,732 from 25,732
Change0 (0%)
Value$8.5M (-$2.7M)
Filed 2026-10-19
Princeton Global Asset Management LLC
DECREASED
Shares25,532 from 25,602
Change-70 (0%)
Value$8.4M (-$2.7M)
Filed 2026-10-21
Cornerstone Wealth Group, LLC
DECREASED
Shares25,255 from 26,149
Change-894 (-3%)
Value$8.3M (-$3.0M)
Filed 2026-11-02
GoalVest Advisory LLC
INCREASED
Shares25,218 from 39
Change+25,179 (+64562%)
Value$35.4K (+$18.5K)
Filed 2026-10-02
Azzad Asset Management Inc
DECREASED
Shares24,849 from 28,519
Change-3,670 (-13%)
Value$8.2M (-$4.2M)
Filed 2026-11-04
Aspetuck Financial Management LLC
DECREASED
Shares24,725 from 25,049
Change-324 (-1%)
Value$8.1M (-$2.7M)
Filed 2026-11-04
Green Alpha Advisors, LLC
DECREASED
Shares24,594 from 27,182
Change-2,588 (-10%)
Value$8.1M (-$3.7M)
Filed 2026-10-08
E&G Advisors, LLC
DECREASED
Shares24,474 from 26,284
Change-1,810 (-7%)
Value$8.0M (-$3.3M)
Filed 2026-10-13
Decision Investments, Inc
INCREASED
Shares24,400 from 24,382
Change+18 (+0%)
Value$8.0M (-$2.5M)
Filed 2026-10-07
Linden Thomas Advisory Services, LLC
INCREASED
Shares24,391 from 22,359
Change+2,032 (+9%)
Value$8.0M (-$1.7M)
Filed 2026-10-19
Primoris Wealth Advisors, LLC
DECREASED
Shares24,372 from 26,147
Change-1,775 (-7%)
Value$8.0M (-$3.3M)
Filed 2026-10-28
Trust Co of Vermont
INCREASED
Shares24,368 from 20,494
Change+3,874 (+19%)
Value$8.0M (-$875.5K)
Filed 2026-10-21
CenterBook Partners LP
INCREASED
Shares24,000 from 3,518
Change+20,482 (+582%)
Value$7.9M (+$6.4M)
Filed 2026-11-02
Secure Asset Management, LLC
DECREASED
Shares23,979 from 24,063
Change-84 (0%)
Value$7.9M (-$2.6M)
Filed 2026-10-19
Probity Advisors, Inc.
DECREASED
Shares23,810 from 24,296
Change-486 (-2%)
Value$7.8M (-$2.7M)
Filed 2026-10-23
Bdf-Gestion
INCREASED
Shares23,601 from 20,954
Change+2,647 (+13%)
Value$7.8M (+$6.8M)
Filed 2026-10-19
Paragon Advisors, LLC
INCREASED
Shares23,459 from 21,114
Change+2,345 (+11%)
Value$7.7M (-$1.4M)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares23,294 from 26,238
Change-2,944 (-11%)
Value$7.7M (-$3.7M)
Filed 2026-10-23
Certuity, LLC
INCREASED
Shares23,158 from 21,107
Change+2,051 (+10%)
Value$7.6M (-$1.5M)
Filed 2026-11-02
Conning Inc.
INCREASED
Shares23,124 from 19,621
Change+3,503 (+18%)
Value$7.6M (-$905.9K)
Filed 2026-10-27
MV Capital Management, Inc.
DECREASED
Shares23,117 from 28,912
Change-5,795 (-20%)
Value$7.6M (-$4.9M)
Filed 2026-10-29
M&G Plc
DECREASED
Shares22,830 from 31,035
Change-8,205 (-26%)
Value$7.5M (-$5.9M)
Filed 2026-11-04
Ascent Group, LLC
INCREASED
Shares22,772 from 21,627
Change+1,145 (+5%)
Value$7.5M (-$1.9M)
Filed 2026-10-30
Gilliland Jeter Wealth Management LLC
INCREASED
Shares22,763 from 22,647
Change+116 (+1%)
Value$7.5M (-$2.3M)
Filed 2026-10-28
SS&H Financial Advisors, Inc.
DECREASED
Shares22,658 from 23,310
Change-652 (-3%)
Value$7.4K (-$10.1M)
Filed 2026-10-28
Noesis Capital Mangement Corp
DECREASED
Shares22,562 from 23,012
Change-450 (-2%)
Value$7.4M (-$2.6M)
Filed 2026-10-26
Fulton Bank, N.A.
INCREASED
Shares22,543 from 20,019
Change+2,524 (+13%)
Value$7.4M (-$1.3M)
Filed 2026-10-14
Range Financial Group LLC
INCREASED
Shares22,521 from 21,841
Change+680 (+3%)
Value$7.4M (-$2.1M)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares22,354 from 17,732
Change+4,622 (+26%)
Value$7.2M (+$954.4K)
Filed 2026-10-09
Franchise GP Ltd
INCREASED
Shares21,970 from 14,660
Change+7,310 (+50%)
Value$7.2M (+$864.7K)
Filed 2026-10-16
Norden Group LLC
INCREASED
Shares21,840 from 20,753
Change+1,087 (+5%)
Value$7.2M (-$1.8M)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
INCREASED
Shares21,725 from 21,406
Change+319 (+1%)
Value$7.1K (-$9.3M)
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares21,652 from 20,080
Change+1,572 (+8%)
Value$7.1M (-$1.6M)
Filed 2026-11-05
Leuthold Group, LLC
INCREASED
Shares21,616 from 19,702
Change+1,914 (+10%)
Value$7.1M (-$1.4M)
Filed 2026-11-04
Platform Technology Partners
INCREASED
Shares21,577 from 21,490
Change+87 (+0%)
Value$7.1M (-$2.2M)
Filed 2026-11-02
Seizert Capital Partners, LLC
DECREASED
Shares21,289 from 32,070
Change-10,781 (-34%)
Value$7.0M (-$6.9M)
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares21,280 from 19,644
Change+1,636 (+8%)
Value$7.0M (-$1.5M)
Filed 2026-11-05
Fulcrum Asset Management LLP
INCREASED
Shares21,206 from 8,534
Change+12,672 (+148%)
Value$6.9M (+$3.4M)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares21,139 from 22,455
Change-1,316 (-6%)
Value$6.9M (-$2.8M)
Filed 2026-11-05
Keudell ison Wealth Management
UNCHANGED
Shares20,933 from 20,933
Change0 (0%)
Value$6.9M (-$2.2M)
Filed 2026-10-16
Groesbeck Investment Management Corp
DECREASED
Shares20,673 from 22,294
Change-1,621 (-7%)
Value$6.8K (-$2.9K)
Filed 2026-10-26
Washington Trust Bank
INCREASED
Shares20,427 from 18,043
Change+2,384 (+13%)
Value$6.7M (-$1.1M)
Filed 2026-11-03
Guinness Atkinson Asset Management Inc
DECREASED
Shares20,213 from 20,507
Change-294 (-1%)
Value$6.6M (-$2.2M)
Filed 2026-11-05
CPC Advisors, LLC
INCREASED
Shares19,934 from 11,268
Change+8,666 (+77%)
Value$6.5M (+$1.7M)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares19,901 from 19,846
Change+55 (+0%)
Value$6.5M (-$2.1M)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares19,730 from 21,122
Change-1,392 (-7%)
Value$6.5M (-$2.7M)
Filed 2026-10-14
Commonwealth Retirement Investments LLC
INCREASED
Shares19,698 from 19,357
Change+341 (+2%)
Value$6.5M (-$1.9M)
Filed 2026-10-26
Shoker Investment Counsel, Inc.
DECREASED
Shares19,680 from 20,231
Change-551 (-3%)
Value$6.5M (-$2.3M)
Filed 2026-11-04
Harfst & Associates, Inc.
DECREASED
Shares19,679 from 20,169
Change-490 (-2%)
Value$6.5M (-$2.3M)
Filed 2026-10-20
Acumen Wealth Advisors, LLC
DECREASED
Shares19,674 from 23,460
Change-3,786 (-16%)
Value$6.5M (-$3.7M)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares19,639 from 18,599
Change+1,040 (+6%)
Value$4.5M (-$1.4M)
Filed 2026-10-27
Independent Solutions Wealth Management, LLC
INCREASED
Shares19,474 from 18,849
Change+625 (+3%)
Value$6.4M (-$1.8M)
Filed 2026-10-28
Aaron Wealth Advisors LLC
DECREASED
Shares19,449 from 20,037
Change-588 (-3%)
Value$6.4M (-$2.3M)
Filed 2026-10-13
SevenBridge Financial Group, LLC
DECREASED
Shares19,361 from 20,492
Change-1,131 (-6%)
Value$5.1M (-$1.3M)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares19,275 from 21,044
Change-1,769 (-8%)
Value$6.3M (-$2.8M)
Filed 2026-10-16
Soltis Investment Advisors LLC
INCREASED
Shares19,218 from 7,921
Change+11,297 (+143%)
Value$6.3M (+$2.9M)
Filed 2026-10-28
Asio Capital, LLC
INCREASED
Shares19,217 from 18,614
Change+603 (+3%)
Value$6.3M (-$1.8M)
Filed 2026-10-19
Triasima Portfolio Management inc.
DECREASED
Shares18,989 from 25,293
Change-6,304 (-25%)
Value$6.2M (-$4.7M)
Filed 2026-10-15
Romano Brothers and Company
DECREASED
Shares18,885 from 26,510
Change-7,625 (-29%)
Value$6.2M (-$5.3M)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares18,824 from 19,000
Change-176 (-1%)
Value$6.2K (-$8.2M)
Filed 2026-10-22
Central Trust Co
INCREASED
Shares18,735 from 18,670
Change+65 (+0%)
Value$6.2M (-$1.9M)
Filed 2026-11-05
Farmers & Merchants Investments Inc
DECREASED
Shares18,499 from 18,595
Change-96 (-1%)
Value$6.1M (-$2.0M)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares18,452 from 19,705
Change-1,253 (-6%)
Value$6.1M (-$2.5M)
Filed 2026-10-23
Matisse Capital
INCREASED
Shares18,330 from 18,130
Change+200 (+1%)
Value$6.0M (-$1.8M)
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares18,223 from 15,622
Change+2,601 (+17%)
Value$5.5M (+$21.3K)
Filed 2026-10-20
Fiduciary Family Office, LLC
INCREASED
Shares18,200 from 17,727
Change+473 (+3%)
Value$6.0M (-$1.7M)
Filed 2026-11-04
Penobscot Investment Management Company, Inc.
DECREASED
Shares18,129 from 18,420
Change-291 (-2%)
Value$6.0M (-$2.0M)
Filed 2026-10-26
3Chopt Investment Partners, LLC
INCREASED
Shares18,011 from 17,299
Change+712 (+4%)
Value$5.9M (-$1.6M)
Filed 2026-10-30
Compound Planning, Inc.
DECREASED
Shares17,979 from 26,945
Change-8,966 (-33%)
Value$5.9M (-$5.8M)
Filed 2026-11-05
Torrey Growth & Income Advisors
UNCHANGED
Shares17,900 from 17,900
Change0 (0%)
Value$5.8M (-$1.9M)
Filed 2026-11-04
Archford Capital Strategies, LLC
DECREASED
Shares17,846 from 20,606
Change-2,760 (-13%)
Value$5.9M (-$3.1M)
Filed 2026-10-19
Davenport & Co LLC
DECREASED
Shares17,825 from 18,588
Change-763 (-4%)
Value$5.9M (-$2.2M)
Filed 2026-10-14
Magnus Financial Group LLC
INCREASED
Shares17,694 from 17,459
Change+235 (+1%)
Value$5.8M (-$1.8M)
Filed 2026-10-21
Evergreen Capital Management LLC
INCREASED
Shares17,674 from 17,522
Change+152 (+1%)
Value$5.8M (-$1.8M)
Filed 2026-10-23
Greater Midwest Financial Group, LLC
INCREASED
Shares17,641 from 17,526
Change+115 (+1%)
Value$5.8M (-$1.8M)
Filed 2026-10-13
Highland Capital Management, LLC
DECREASED
Shares17,216 from 19,763
Change-2,547 (-13%)
Value$5.7M (-$2.9M)
Filed 2026-10-26
Ellsworth Advisors, LLC
DECREASED
Shares17,091 from 18,156
Change-1,065 (-6%)
Value$5.6M (-$475.5K)
Filed 2026-10-15
Leelyn Smith, LLC
DECREASED
Shares17,071 from 17,829
Change-758 (-4%)
Value$5.6M (-$2.1M)
Filed 2026-11-03
Frank, Rimerman Advisors LLC
DECREASED
Shares17,004 from 17,819
Change-815 (-5%)
Value$5.6M (-$2.1M)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
INCREASED
Shares16,815 from 15,516
Change+1,299 (+8%)
Value$5.5M (-$1.2M)
Filed 2026-10-22
Oak Grove Capital LLC
INCREASED
Shares16,809 from 16,309
Change+500 (+3%)
Value$5.5M (-$1.5M)
Filed 2026-10-09
Altman Advisors, Inc.
INCREASED
Shares16,794 from 16,750
Change+44 (+0%)
Value$5.5M (-$1.7M)
Filed 2026-11-05
Weatherly Asset Management L. P.
DECREASED
Shares16,780 from 17,575
Change-795 (-5%)
Value$5.5M (-$2.1M)
Filed 2026-10-20
Monument Capital Management
INCREASED
Shares16,747 from 16,529
Change+218 (+1%)
Value$5.5M (-$1.7M)
Filed 2026-10-09
Strengthening Families & Communities, LLC
INCREASED
Shares16,699 from 16,351
Change+348 (+2%)
Value$5.5M (-$1.6M)
Filed 2026-10-21
Wakefield Asset Management Lllp
INCREASED
Shares16,691 from 16,389
Change+302 (+2%)
Value$5.5M (-$1.6M)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares16,547 from 19,859
Change-3,312 (-17%)
Value$5.4M (-$3.2M)
Filed 2026-10-23
PFG Advisors
DECREASED
Shares16,532 from 17,331
Change-799 (-5%)
Value$5.4M (-$2.1M)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
DECREASED
Shares16,516 from 26,758
Change-10,242 (-38%)
Value$5.4M (-$6.2M)
Filed 2026-10-23
Capital Investment Counsel, Inc
UNCHANGED
Shares16,340 from 16,340
Change0 (0%)
Value$5.4M (-$1.7M)
Filed 2026-10-20
AMF Tjanstepension AB
DECREASED
Shares16,313 from 17,916
Change-1,603 (-9%)
Value$5.4M (-$2.4M)
Filed 2026-10-22
Generali Investments, Management Co LLC
INCREASED
Shares16,213 from 5,731
Change+10,482 (+183%)
Value$5.3M (+$2.8M)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED
Shares16,206 from 18,265
Change-2,059 (-11%)
Value$5.3M (-$2.6M)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares16,127 from 15,975
Change+152 (+1%)
Value$5.3M (-$1.6M)
Filed 2026-11-05
Arista Wealth Management, LLC
INCREASED
Shares16,084 from 16,071
Change+13 (+0%)
Value$5.3M (-$1.7M)
Filed 2026-10-29
Salomon & Ludwin, LLC
DECREASED
Shares16,048 from 16,077
Change-29 (0%)
Value$5.3M (-$1.0M)
Filed 2026-10-29
Viking Fund Management LLC
DECREASED
Shares16,000 from 20,000
Change-4,000 (-20%)
Value$5.3M (-$3.4M)
Filed 2026-10-14
VCI Wealth Management LLC
INCREASED
Shares15,984 from 15,086
Change+898 (+6%)
Value$5.3M (-$1.3M)
Filed 2026-10-29
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares15,974
Change+15,974
Value$5.2M
Filed 2026-10-20
Axecap Investments, LLC
INCREASED
Shares15,974 from 15,029
Change+945 (+6%)
Value$5.2M (-$1.3M)
Filed 2026-10-20
Concord Wealth Partners
DECREASED
Shares15,962 from 16,017
Change-55 (0%)
Value$5.2M (-$1.7M)
Filed 2026-11-02
MBM Wealth Consultants, LLC
INCREASED
Shares15,946 from 15,869
Change+77 (+0%)
Value$5.2M (-$1.6M)
Filed 2026-10-20
Sloy Dahl & Holst, LLC
UNCHANGED
Shares15,930 from 15,930
Change0 (0%)
Value$5.2M (-$1.7M)
Filed 2026-10-14
Kingsman Wealth Management, Inc.
INCREASED
Shares15,921 from 14,236
Change+1,685 (+12%)
Value$5.2M (-$938.7K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares15,910 from 31,377
Change-15,467 (-49%)
Value$5.2M (-$8.4M)
Filed 2026-10-16
Trust Co of Toledo NA
DECREASED
Shares15,890 from 16,082
Change-192 (-1%)
Value$5.2M (-$1.7M)
Filed 2026-10-16
Buckhead Capital Management LLC
DECREASED
Shares15,845 from 20,866
Change-5,021 (-24%)
Value$5.2M (-$3.8M)
Filed 2026-11-03
Concord Asset Management, LLC
INCREASED
Shares15,824 from 15,543
Change+281 (+2%)
Value$5.2M (-$1.5M)
Filed 2026-11-02
HUB Investment Partners, LLC
DECREASED
Shares15,604 from 24,956
Change-9,352 (-37%)
Value$5.1M (-$5.7M)
Filed 2026-11-03
Blueprint Investment Partners LLC
INCREASED
Shares15,562 from 13,919
Change+1,643 (+12%)
Value$5.1M (-$919.4K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
DECREASED
Shares15,514 from 16,404
Change-890 (-5%)
Value$5.1M (-$2.0M)
Filed 2026-10-22
KCM Investment Advisors LLC
INCREASED
Shares15,382 from 13,487
Change+1,895 (+14%)
Value$5.1M (-$791.3K)
Filed 2026-10-27
Phraction Management LLC
DECREASED
Shares15,346 from 15,774
Change-428 (-3%)
Value$5.0M (-$1.8M)
Filed 2026-10-14
Goelzer Investment Management, Inc.
INCREASED
Shares15,261 from 15,226
Change+35 (+0%)
Value$5.0M (-$1.6M)
Filed 2026-10-16
Middleton & Co Inc
UNCHANGED
Shares15,213 from 15,213
Change0 (0%)
Value$5.0M (-$1.6M)
Filed 2026-10-23
Deseret Mutual Benefit Administrators
DECREASED
Shares15,212 from 15,349
Change-137 (-1%)
Value$5.0M (-$1.7M)
Filed 2026-11-04
Trust Co of Oklahoma
INCREASED
Shares14,919 from 14,905
Change+14 (+0%)
Value$4.9M (-$1.6M)
Filed 2026-10-15
Paradigm Asset Management Co LLC
DECREASED
Shares14,800 from 16,000
Change-1,200 (-7%)
Value$4.9M (-$2.1M)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares14,768
Change+14,768
Value$4.8K
Filed 2026-10-02
Timothy G. Youngquist 2020 Irrevocable Trust
INCREASED
Shares14,692 from 10,370
Change+4,322 (+42%)
Value$4.8M (+$332.8K)
Filed 2026-10-13
M & L Capital Management Ltd
NEW
Shares14,600
Change+14,600
Value$4.8M
Filed 2026-10-26
True North Advisors, LLC
DECREASED
Shares14,549 from 14,675
Change-126 (-1%)
Value$4.8M (-$1.6M)
Filed 2026-10-22
WD Rutherford LLC
INCREASED
Shares14,544 from 13,590
Change+954 (+7%)
Value$4.8M (-$1.1M)
Filed 2026-10-26
KRS Capital Management, LLC
INCREASED
Shares14,417 from 14,387
Change+30 (+0%)
Value$4.7M (-$1.5M)
Filed 2026-10-16
Kuhn & Co Investment Counsel
DECREASED
Shares14,408 from 14,448
Change-40 (0%)
Value$4.7M (-$1.5M)
Filed 2026-10-29
Wright Investors Service Inc
INCREASED
Shares14,328 from 13,574
Change+754 (+6%)
Value$4.7M (-$1.2M)
Filed 2026-11-02
Huntleigh Advisors, Inc.
DECREASED
Shares14,193 from 16,937
Change-2,744 (-16%)
Value$4.7M (-$2.7M)
Filed 2026-11-03
Global Financial Private Client, LLC
INCREASED
Shares14,061 from 13,551
Change+510 (+4%)
Value$4.6M (-$1.3M)
Filed 2026-10-15
Albert D Mason Inc
DECREASED
Shares14,050 from 20,163
Change-6,113 (-30%)
Value$4.6M (-$4.1M)
Filed 2026-10-27
Wormser Freres Gestion
INCREASED
Shares14,029 from 51
Change+13,978 (+27408%)
Value$4.6M (+$4.6M)
Filed 2026-10-21
Trust Asset Management LLC
DECREASED
Shares13,996 from 14,019
Change-23 (0%)
Value$4.6M (-$1.5M)
Filed 2026-11-03
Walter Public Investments Inc.
NEW
Shares13,994
Change+13,994
Value$4.6M
Filed 2026-11-05
Symphony Financial, Ltd. Co.
INCREASED
Shares13,992 from 7,235
Change+6,757 (+93%)
Value$4.6M (+$1.5M)
Filed 2026-10-22
Bochk Asset Management Ltd
DECREASED
Shares13,900 from 16,050
Change-2,150 (-13%)
Value$4.6M (-$2.4M)
Filed 2026-10-29
Reflection Asset Management
INCREASED
Shares13,742 from 10,499
Change+3,243 (+31%)
Value$4.5M (-$35.1K)
Filed 2026-10-28
Gold Investment Management Ltd.
DECREASED
Shares13,731 from 13,916
Change-185 (-1%)
Value$4.5M (-$1.5M)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares13,687 from 27,030
Change-13,343 (-49%)
Value$4.5M (-$7.2M)
Filed 2026-10-21
111 Capital
DECREASED
Shares13,635 from 15,004
Change-1,369 (-9%)
Value$4.5M (-$2.0M)
Filed 2026-11-03
Capstone Wealth Management Group, Inc.
INCREASED
Shares13,574 from 13,258
Change+316 (+2%)
Value$4.5M (-$1.3M)
Filed 2026-10-19
Mcdaniel Terry & Co
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$4.4M (-$1.4M)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares13,420 from 18,680
Change-5,260 (-28%)
Value$4.4M (-$3.7M)
Filed 2026-10-08
Oakworth Capital, Inc.
INCREASED
Shares13,324 from 13,310
Change+14 (+0%)
Value$4.4M (-$1.3M)
Filed 2026-10-26
Avestar Capital, LLC
INCREASED
Shares13,120 from 11,363
Change+1,757 (+15%)
Value$4.3M (-$615.2K)
Filed 2026-10-28
Cornerstone Planning, LLC
INCREASED
Shares13,022 from 12,988
Change+34 (+0%)
Value$5.2M (-$403.8K)
Filed 2026-10-27
AtlasMark Financial, Inc
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$4.3M (-$1.4M)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares12,984 from 12,894
Change+90 (+1%)
Value$4.3M (-$1.3M)
Filed 2026-10-05
AlphaCore Capital LLC
INCREASED
Shares12,936 from 11,983
Change+953 (+8%)
Value$4.3M (-$941.8K)
Filed 2026-11-04
Cane Capital Partners, LLC
INCREASED
Shares12,822 from 2,633
Change+10,189 (+387%)
Value$4.2M (+$3.1M)
Filed 2026-10-23
Sovran Advisors, LLC
INCREASED
Shares12,751 from 10,979
Change+1,772 (+16%)
Value$3.2M (+$283.6K)
Filed 2026-11-02
Blueprint Financial Advisors LLC
INCREASED
Shares12,727 from 11,509
Change+1,218 (+11%)
Value$4.2M (-$806.5K)
Filed 2026-10-28
KPP Advisory Services LLC
DECREASED
Shares12,677 from 13,091
Change-414 (-3%)
Value$4.2M (-$1.5M)
Filed 2026-10-26
Parkway Wealth Management Group, LLC
DECREASED
Shares12,660 from 15,537
Change-2,877 (-19%)
Value$4.2M (-$2.6M)
Filed 2026-10-20
Eads & Heald Wealth Management
DECREASED
Shares12,656 from 14,345
Change-1,689 (-12%)
Value$4.2M (-$2.1M)
Filed 2026-10-29
Perpetual Ltd
INCREASED
Shares12,597 from 12,545
Change+52 (+0%)
Value$4.1M (-$1.3M)
Filed 2026-10-13
Parisi Gray Wealth Management
INCREASED
Shares12,584 from 11,886
Change+698 (+6%)
Value$4.1M (-$1.0M)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
DECREASED
Shares12,510 from 12,670
Change-160 (-1%)
Value$4.1M (-$1.4M)
Filed 2026-10-13
Alternative Investment Advisors, Llc.
DECREASED
Shares12,448 from 17,383
Change-4,935 (-28%)
Value$4.1M (-$3.4M)
Filed 2026-11-03
Perennial Advisors, LLC
DECREASED
Shares12,415 from 12,640
Change-225 (-2%)
Value$4.1M (-$1.4M)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares12,385 from 12,085
Change+300 (+2%)
Value$4.1M (-$1.2M)
Filed 2026-11-05
Segment Wealth Management, LLC
INCREASED
Shares12,270 from 12,070
Change+200 (+2%)
Value$4.0M (-$1.2M)
Filed 2026-10-26
National Wealth Management Group, LLC
INCREASED
Shares12,224 from 12,218
Change+6 (+0%)
Value$4.0M (-$1.3M)
Filed 2026-10-26
Vanderbilt University
NEW
Shares12,150
Change+12,150
Value$4.0M
Filed 2026-11-02
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares12,126 from 585
Change+11,541 (+1973%)
Value$4.0M (+$3.7M)
Filed 2026-10-20
Geneva Partners, LLC
DECREASED
Shares11,968 from 15,283
Change-3,315 (-22%)
Value$3.9M (-$2.7M)
Filed 2026-10-26
American State Bank (Iowa)
UNCHANGED
Shares11,950 from 11,950
Change0 (0%)
Value$3.9M (-$1.3M)
Filed 2026-11-03
Gradient Capital Advisors, LLC
DECREASED
Shares11,852 from 15,624
Change-3,772 (-24%)
Value$3.9M (-$2.9M)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares11,784 from 12,049
Change-265 (-2%)
Value$3.9M (-$1.3M)
Filed 2026-10-20
Argonautica Private Wealth Management, Inc
DECREASED
Shares11,708 from 13,737
Change-2,029 (-15%)
Value$3.8M (-$2.1M)
Filed 2026-11-02
Cigna Investments Inc
DECREASED
Shares11,708 from 11,768
Change-60 (-1%)
Value$3.8K (-$5.1M)
Filed 2026-10-19
Everhart Financial Group, Inc.
INCREASED
Shares11,633 from 11,528
Change+105 (+1%)
Value$3.8M (-$1.2M)
Filed 2026-10-08
SBI Securities Co., Ltd.
DECREASED
Shares11,592 from 12,127
Change-535 (-4%)
Value$3.8M (-$1.4M)
Filed 2026-10-22
Alpha Family Trust
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$5.0M ($0)
Filed 2026-11-04
Greenup Street Wealth Management LLC
INCREASED
Shares11,479 from 1,900
Change+9,579 (+504%)
Value$3.8M (+$2.9M)
Filed 2026-10-28
Myriad Asset Management Advisors LLC
INCREASED
Shares11,463 from 9,437
Change+2,026 (+21%)
Value$3.8M (-$323.0K)
Filed 2026-11-03
BG Investment Services, LLC
INCREASED
Shares11,420 from 795
Change+10,625 (+1336%)
Value$3.8M (+$3.4M)
Filed 2026-10-23
Prudent Man Advisors, LLC
DECREASED
Shares11,399 from 12,747
Change-1,348 (-11%)
Value$3.7M (-$1.8M)
Filed 2026-11-03
Family Capital Trust Co
DECREASED
Shares11,278 from 11,292
Change-14 (0%)
Value$3.7M (-$1.2M)
Filed 2026-10-22
Wincap Financial LLC
DECREASED
Shares11,269 from 11,451
Change-182 (-2%)
Value$3.7M (-$1.3M)
Filed 2026-10-20
Valeo Financial Advisors, LLC
INCREASED
Shares11,195 from 10,357
Change+838 (+8%)
Value$3.7M (-$810.1K)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares11,184 from 10,069
Change+1,115 (+11%)
Value$3.7M (-$689.4K)
Filed 2026-11-03
Burns J W & Co Inc
DECREASED
Shares11,156 from 11,214
Change-58 (-1%)
Value$3.7M (-$1.2M)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares11,076 from 4,638
Change+6,438 (+139%)
Value$3.6M (+$2.6M)
Filed 2026-10-13
StoryOne LLC
INCREASED
Shares11,054 from 1,431
Change+9,623 (+672%)
Value$3.6M (+$3.0M)
Filed 2026-10-13
71 West Capital Partners
DECREASED
Shares10,996 from 11,519
Change-523 (-5%)
Value$3.6M (-$1.4M)
Filed 2026-11-04
Lighthouse Financial Services Inc
INCREASED
Shares10,824 from 10,768
Change+56 (+1%)
Value$3.6M (-$657.6K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares10,754 from 10,674
Change+80 (+1%)
Value$3.5M (-$1.1M)
Filed 2026-10-27
Knights of Columbus Asset Advisors LLC
DECREASED
Shares10,725 from 11,799
Change-1,074 (-9%)
Value$3.5M (-$1.6M)
Filed 2026-11-05
Alps Advisors Inc
DECREASED
Shares10,712 from 11,625
Change-913 (-8%)
Value$3.5M (-$1.5M)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED
Shares10,690 from 15,874
Change-5,184 (-33%)
Value$3.5M (-$3.4M)
Filed 2026-10-29
Fire Capital Management LLC
NEW
Shares10,675
Change+10,675
Value$3.5M
Filed 2026-10-27
Invera Wealth Advisors, LLC
DECREASED
Shares10,646 from 10,952
Change-306 (-3%)
Value$3.5M (-$1.2M)
Filed 2026-10-28
Fort Washington Investment Advisors Inc
INCREASED
Shares10,638 from 10,607
Change+31 (+0%)
Value$3.5M (-$1.1M)
Filed 2026-10-15
Elyxium Wealth, LLC
DECREASED
Shares10,441 from 10,468
Change-27 (0%)
Value$3.4M (-$1.1M)
Filed 2026-10-27
Verdence Capital Advisors LLC
DECREASED
Shares10,363 from 10,489
Change-126 (-1%)
Value$3.4M (-$1.1M)
Filed 2026-10-26
Goldenstone Wealth Management LLC
INCREASED
Shares10,268 from 10,180
Change+88 (+1%)
Value$3.4M (-$1.0M)
Filed 2026-11-04
Shaker Investments LLC
DECREASED
Shares10,263 from 11,361
Change-1,098 (-10%)
Value$3.4M (-$1.6M)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares10,162 from 10,114
Change+48 (+0%)
Value$3.3M (-$1.0M)
Filed 2026-10-26
Guyasuta Investment Advisors Inc
DECREASED
Shares10,141 from 13,790
Change-3,649 (-26%)
Value$3.3M (-$2.6M)
Filed 2026-10-15
RAM Investment Partners, LLC
INCREASED
Shares10,138 from 9,905
Change+233 (+2%)
Value$3.3M (-$961.7K)
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
INCREASED
Shares10,077 from 9,485
Change+592 (+6%)
Value$3.3M (-$799.9K)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares10,075 from 9,145
Change+930 (+10%)
Value$3.3M (-$653.3K)
Filed 2026-10-20
Pathway Financial Advisers, LLC
DECREASED
Shares9,934 from 10,785
Change-851 (-8%)
Value$3.3M (-$1.4M)
Filed 2026-10-27
Angeles Wealth Management, LLC
DECREASED
Shares9,922 from 10,468
Change-546 (-5%)
Value$3.3M (-$1.3M)
Filed 2026-10-26
Portside Wealth Group, LLC
INCREASED
Shares9,882 from 9,282
Change+600 (+6%)
Value$3.2M (-$775.8K)
Filed 2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares9,816 from 9,249
Change+567 (+6%)
Value$3.2M (-$783.1K)
Filed 2026-11-04
Harrell Investment Partners, LLC
DECREASED
Shares9,806 from 10,660
Change-854 (-8%)
Value$3.2M (-$1.4M)
Filed 2026-10-15
Mirador Capital Partners LP
INCREASED
Shares9,775 from 9,237
Change+538 (+6%)
Value$3.2M (-$791.8K)
Filed 2026-10-09
Triangle Securities Wealth Management
DECREASED
Shares9,774 from 9,985
Change-211 (-2%)
Value$3.2M (-$1.1M)
Filed 2026-10-14
Lake Street Private Wealth, LLC
DECREASED
Shares9,772 from 10,078
Change-306 (-3%)
Value$3.2M (-$1.2M)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares9,720 from 5,206
Change+4,514 (+87%)
Value$2.8M (+$532.9K)
Filed 2026-10-15
Global Trust Asset Management, LLC
DECREASED
Shares9,701 from 9,725
Change-24 (0%)
Value$3.2M (-$1.0M)
Filed 2026-10-19
Signature Resources Capital Management, LLC
DECREASED
Shares9,694 from 9,718
Change-24 (0%)
Value$3.2M (-$1.0M)
Filed 2026-10-16
Cypress Capital, LLC
INCREASED
Shares9,642 from 9,488
Change+154 (+2%)
Value$3.2M (-$943.9K)
Filed 2026-10-20
Portfolio Design Labs, LLC
INCREASED
Shares9,588 from 9,552
Change+36 (+0%)
Value$3.1M (-$989.4K)
Filed 2026-11-04
Abundance Wealth Counselors
DECREASED
Shares9,518 from 10,836
Change-1,318 (-12%)
Value$3.1M (-$1.6M)
Filed 2026-10-26
SC&H Financial Advisors, Inc.
UNCHANGED
Shares9,439 from 9,439
Change0 (0%)
Value$3.1M (-$989.3K)
Filed 2026-10-14
Westover Capital Advisors, LLC
INCREASED
Shares9,371 from 8,232
Change+1,139 (+14%)
Value$3.1M (-$488.7K)
Filed 2026-10-26
Ballast Rock Private Wealth LLC
DECREASED
Shares9,363 from 9,364
Change-1 (0%)
Value$3.1M (-$981.2K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
DECREASED
Shares9,344 from 10,635
Change-1,291 (-12%)
Value$3.1M (-$1.5M)
Filed 2026-10-23
Ascentis Independent Advisors
NEW
Shares9,285
Change+9,285
Value$3.1M
Filed 2026-11-03
Busey Bank
DECREASED
Shares9,235 from 9,471
Change-236 (-2%)
Value$3.0M (-$1.1M)
Filed 2026-10-26
Seek First Inc.
UNCHANGED
Shares9,222 from 9,222
Change0 (0%)
Value$3.0M (-$966.6K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
DECREASED
Shares9,188 from 9,697
Change-509 (-5%)
Value$3.0M (-$1.2M)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares9,159 from 9,111
Change+48 (+1%)
Value$3.0M (-$939.2K)
Filed 2026-10-15
Towerpoint Wealth, LLC
DECREASED
Shares9,121 from 9,127
Change-6 (0%)
Value$3.0M (-$958.6K)
Filed 2026-10-13
Willner & Heller, LLC
INCREASED
Shares9,053 from 8,951
Change+102 (+1%)
Value$3.0M (-$904.6K)
Filed 2026-10-28
Trek Financial, LLC
DECREASED
Shares9,029 from 25,148
Change-16,119 (-64%)
Value$3.0M (-$7.9M)
Filed 2026-10-29
Alta Advisers Ltd
INCREASED
Shares9,006 from 4,980
Change+4,026 (+81%)
Value$3.0M (+$800.6K)
Filed 2026-11-02
Orrstown Financial Services Inc
DECREASED
Shares8,941 from 9,493
Change-552 (-6%)
Value$2.9M (-$1.2M)
Filed 2026-10-14
Avantax Planning Partners, Inc.
INCREASED
Shares8,931 from 7,881
Change+1,050 (+13%)
Value$2.9M (-$481.5K)
Filed 2026-11-03
Grant Private Wealth Management Inc
DECREASED
Shares8,800 from 9,650
Change-850 (-9%)
Value$2.9M (-$1.3M)
Filed 2026-10-19
Arjuna Capital
INCREASED
Shares8,778 from 8,123
Change+655 (+8%)
Value$2.9M (-$636.3K)
Filed 2026-11-03
Carolina Wealth Advisors, LLC
INCREASED
Shares8,749 from 8,739
Change+10 (+0%)
Value$2.9M (-$912.7K)
Filed 2026-10-23
Mcdonald Partners LLC
DECREASED
Shares8,650 from 9,600
Change-950 (-10%)
Value$2.8M (-$1.3M)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares8,545 from 8,400
Change+145 (+2%)
Value$2.8M (-$832.5K)
Filed 2026-10-14
Woodward Diversified Capital, LLC
INCREASED
Shares8,424 from 8,301
Change+123 (+1%)
Value$2.8M (-$829.5K)
Filed 2026-10-21
Western Financial Corp
DECREASED
Shares8,414 from 20,810
Change-12,396 (-60%)
Value$2.8M (-$6.3M)
Filed 2026-10-14
Shelton Wealth Management, LLC
DECREASED
Shares8,374 from 8,896
Change-522 (-6%)
Value$2.8M (-$1.1M)
Filed 2026-10-16
Burr Financial Services, LLC
INCREASED
Shares8,330 from 6,550
Change+1,780 (+27%)
Value$2.7M (-$101.8K)
Filed 2026-10-08
Greenspring Advisors, LLC
INCREASED
Shares8,314 from 4,139
Change+4,175 (+101%)
Value$2.7M (+$937.5K)
Filed 2026-11-05
Cooper Financial Group
DECREASED
Shares8,290 from 8,477
Change-187 (-2%)
Value$2.7M (-$949.9K)
Filed 2026-10-07
Chatham Capital Group, Inc.
UNCHANGED
Shares8,280 from 8,280
Change0 (0%)
Value$2.7M (-$867.9K)
Filed 2026-10-16
Wealth Alliance Advisory Group, LLC
DECREASED
Shares8,254 from 9,120
Change-866 (-9%)
Value$2.7M (-$1.2M)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares8,250 from 8,250
Change0 (0%)
Value$2.7M (-$853.2K)
Filed 2026-11-02
IPG Investment Advisors LLC
INCREASED
Shares8,247 from 7,567
Change+680 (+9%)
Value$2.7M (-$568.7K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares8,232 from 8,794
Change-562 (-6%)
Value$2.7M (-$1.1M)
Filed 2026-11-04
Values First Advisors, Inc.
DECREASED
Shares8,193 from 8,426
Change-233 (-3%)
Value$2.7M (-$959.6K)
Filed 2026-10-23
Patton Fund Management, Inc.
DECREASED
Shares8,059 from 12,439
Change-4,380 (-35%)
Value$2.6M (-$2.7M)
Filed 2026-10-13
Resonant Capital Advisors, LLC
INCREASED
Shares8,047 from 8,014
Change+33 (+0%)
Value$2.6M (-$828.6K)
Filed 2026-10-15
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares8,005 from 8,192
Change-187 (-2%)
Value$2.6M (-$920.1K)
Filed 2026-10-30
Premier Path Wealth Partners, LLC
INCREASED
Shares7,924 from 7,127
Change+797 (+11%)
Value$2.6M (-$485.2K)
Filed 2026-10-16
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares7,917 from 8,021
Change-104 (-1%)
Value$2.6M (-$874.9K)
Filed 2026-11-02
FCG Investment Co
DECREASED
Shares7,879 from 7,901
Change-22 (0%)
Value$2.6M (-$835.4K)
Filed 2026-10-13
Goodman Advisory Group, LLC
DECREASED
Shares7,875 from 7,978
Change-103 (-1%)
Value$2.6M (-$870.1K)
Filed 2026-11-02
Foundry Financial LLC
INCREASED
Shares7,872 from 7,714
Change+158 (+2%)
Value$2.6M (-$756.5K)
Filed 2026-10-16
Portus Wealth Advisors, LLC
DECREASED
Shares7,856 from 8,257
Change-401 (-5%)
Value$2.6M (-$997.3K)
Filed 2026-10-13
PDS Planning, Inc
DECREASED
Shares7,835 from 7,995
Change-160 (-2%)
Value$2.6M (-$890.6K)
Filed 2026-11-03
Leonteq Securities AG
INCREASED
Shares7,807 from 3,114
Change+4,693 (+151%)
Value$2.6M (+$1.2M)
Filed 2026-10-29
Kathmere Capital Management, LLC
DECREASED
Shares7,781 from 7,800
Change-19 (0%)
Value$2.6M (-$823.8K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
DECREASED
Shares7,777 from 8,736
Change-959 (-11%)
Value$2.6M (-$1.2M)
Filed 2026-10-15
Summit Global Investments
INCREASED
Shares7,775 from 1,592
Change+6,183 (+388%)
Value$2.6K (-$687.4K)
Filed 2026-10-28
Americana Partners, LLC
DECREASED
Shares7,604 from 10,295
Change-2,691 (-26%)
Value$2.5M (-$2.0M)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares7,604 from 7,246
Change+358 (+5%)
Value$2.5M (-$642.0K)
Filed 2026-10-28
Consilium Wealth Advisory, LLC
INCREASED
Shares7,604 from 7,368
Change+236 (+3%)
Value$2.5M (-$694.8K)
Filed 2026-10-14
Tower View Wealth Management LLC
INCREASED
Shares7,603 from 7,284
Change+319 (+4%)
Value$2.5M (-$658.6K)
Filed 2026-10-23
LVW Advisors, LLC
DECREASED
Shares7,596 from 8,436
Change-840 (-10%)
Value$2.5M (-$1.2M)
Filed 2026-10-19
Interchange Capital Partners, LLC
INCREASED
Shares7,592 from 7,295
Change+297 (+4%)
Value$2.5M (-$666.9K)
Filed 2026-10-28
Sunpointe, LLC
DECREASED
Shares7,590 from 8,301
Change-711 (-9%)
Value$2.5M (-$1.1M)
Filed 2026-10-22
Root Financial Partners, LLC
INCREASED
Shares7,537 from 7,003
Change+534 (+8%)
Value$2.5M (-$558.7K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares7,519 from 6,691
Change+828 (+12%)
Value$2.5M (-$429.1K)
Filed 2026-11-04
TD Private Client Wealth LLC
DECREASED
Shares7,504 from 7,628
Change-124 (-2%)
Value$2.5M (-$840.3K)
Filed 2026-10-28
DCF Advisers, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$2.5M (-$786.2K)
Filed 2026-11-04
West Branch Capital LLC
INCREASED
Shares7,493 from 7,358
Change+135 (+2%)
Value$2.5M (-$727.0K)
Filed 2026-10-20
Mechanics Bank Trust Department
INCREASED
Shares7,491 from 7,072
Change+419 (+6%)
Value$2.5M (-$603.6K)
Filed 2026-10-13
Trust Point Inc.
INCREASED
Shares7,484 from 5,560
Change+1,924 (+35%)
Value$2.5M (+$49.3K)
Filed 2026-10-27
Elevated Private Wealth, LLC
DECREASED
Shares7,453 from 7,912
Change-459 (-6%)
Value$2.4M (-$980.1K)
Filed 2026-10-15
Kurv Investment Management LLC
NEW
Shares7,408
Change+7,408
Value$2.4M
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares7,404 from 7,406
Change-2 (0%)
Value$2.4M (-$777.2K)
Filed 2026-10-29
StoneRidge PMG Advisors, LLC
NEW
Shares7,386
Change+7,386
Value$2.4M
Filed 2026-11-04
Kestra Investment Management, LLC
DECREASED
Shares7,358 from 7,468
Change-110 (-1%)
Value$2.4M (-$819.0K)
Filed 2026-11-04
Contravisory Investment Management, Inc.
INCREASED
Shares7,287 from 5,237
Change+2,050 (+39%)
Value$2.4M (+$124.5K)
Filed 2026-10-13
Applied Finance Capital Management, LLC
INCREASED
Shares7,271 from 6,166
Change+1,105 (+18%)
Value$2.4M (-$283.3K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares7,256 from 7,039
Change+217 (+3%)
Value$2.4M (-$667.4K)
Filed 2026-10-30
Versant Capital Management, Inc
INCREASED
Shares7,108 from 6,981
Change+127 (+2%)
Value$2.3M (-$690.0K)
Filed 2026-10-02
Inscription Capital, LLC
DECREASED
Shares7,071 from 10,969
Change-3,898 (-36%)
Value$2.3M (-$2.4M)
Filed 2026-11-02
Clark Financial Services Group Inc
INCREASED
Shares7,065 from 6,884
Change+181 (+3%)
Value$2.3M (-$662.1K)
Filed 2026-10-19
Level Financial Advisors
INCREASED
Shares7,056 from 7,052
Change+4 (+0%)
Value$2.3M (-$737.9K)
Filed 2026-10-13
DDD Partners, LLC
INCREASED
Shares7,050 from 1,649
Change+5,401 (+328%)
Value$2.3M (+$1.6M)
Filed 2026-11-02
Dale Q Rice Investment Management Ltd
INCREASED
Shares7,016 from 7,001
Change+15 (+0%)
Value$2.3M (-$728.9K)
Filed 2026-10-09
International Assets Investment Management, LLC
INCREASED
Shares6,984 from 6,825
Change+159 (+2%)
Value$2.4M (-$295.2K)
Filed 2026-11-02
Valley Brook Capital Group, Inc.
UNCHANGED
Shares6,981 from 6,981
Change0 (0%)
Value$2.3M (-$731.7K)
Filed 2026-10-26
Strategic Blueprint, LLC
INCREASED
Shares6,973 from 6,934
Change+39 (+1%)
Value$2.3M (-$714.0K)
Filed 2026-10-22
Bahl & Gaynor LLC
DECREASED
Shares6,891 from 7,020
Change-129 (-2%)
Value$2.3M (-$778.2K)
Filed 2026-11-05
Aspire Private Capital, LLC
DECREASED
Shares6,858 from 7,369
Change-511 (-7%)
Value$2.3M (-$940.1K)
Filed 2026-11-05
Weaver Capital Management LLC
INCREASED
Shares6,774 from 4,735
Change+2,039 (+43%)
Value$2.2M (+$1.2M)
Filed 2026-10-15
HMV Wealth Advisors, LLC
INCREASED
Shares6,727 from 6,392
Change+335 (+5%)
Value$2.2M (-$560.0K)
Filed 2026-10-27
Investment Research Partners LLC
DECREASED
Shares6,664 from 6,980
Change-316 (-5%)
Value$2.2M (-$835.4K)
Filed 2026-10-19
New Wave Wealth Advisors LLC
DECREASED
Shares6,644 from 7,010
Change-366 (-5%)
Value$2.0M (-$1.0M)
Filed 2026-10-19
Eulav Asset Management
DECREASED
Shares6,643 from 11,653
Change-5,010 (-43%)
Value$2.2M (-$2.9M)
Filed 2026-10-23
Tealwood Asset Management Inc
DECREASED
Shares6,630 from 6,945
Change-315 (-5%)
Value$2.2K (-$831)
Filed 2026-10-13
Legacy Private Trust Co.
INCREASED
Shares6,617 from 5,597
Change+1,020 (+18%)
Value$2.2M (-$251.6K)
Filed 2026-10-06
Physicians Financial Services, Inc.
DECREASED
Shares6,568 from 6,730
Change-162 (-2%)
Value$2.2M (-$758.0K)
Filed 2026-11-04
Regatta Capital Group, LLC
INCREASED
Shares6,535 from 6,396
Change+139 (+2%)
Value$2.1M (-$624.8K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares6,519 from 6,155
Change+364 (+6%)
Value$2.1M (-$525.6K)
Filed 2026-10-27
Watershed Private Wealth LLC
INCREASED
Shares6,496 from 1,962
Change+4,534 (+231%)
Value$2.1M (+$1.3M)
Filed 2026-10-30
Elevatus Welath Management
INCREASED
Shares6,455 from 4,364
Change+2,091 (+48%)
Value$2.1M (+$229.3K)
Filed 2026-10-19
Ifrah Financial Services, Inc.
DECREASED
Shares6,414 from 6,539
Change-125 (-2%)
Value$2.1M (-$726.6K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED
Shares6,409 from 7,300
Change-891 (-12%)
Value$2.1M (-$1.1M)
Filed 2026-10-21
Fagan Associates, Inc.
UNCHANGED
Shares6,380 from 6,380
Change0 (0%)
Value$2.1M (-$668.8K)
Filed 2026-10-13
Ethos Capital Management, Inc.
INCREASED
Shares6,353 from 4,944
Change+1,409 (+29%)
Value$2.1M (-$55.7K)
Filed 2026-11-03
Wealth Group, Ltd.
DECREASED
Shares6,350 from 6,730
Change-380 (-6%)
Value$2.1K (-$2.9M)
Filed 2026-10-30
Integrity Wealth Partners, LLC
NEW
Shares6,346
Change+6,346
Value$2.1M
Filed 2026-10-14
First Affirmative Financial Network
NEW
Shares6,258
Change+6,258
Value$2.1M
Filed 2026-10-21
Ashton Thomas Securities, LLC
INCREASED
Shares6,255 from 2,770
Change+3,485 (+126%)
Value$2.1M (+$881.4K)
Filed 2026-10-26
BKM Wealth Management, LLC
NEW
Shares6,015
Change+6,015
Value$2.0M
Filed 2026-10-22
SmartHarvest Portfolios, LLC
DECREASED
Shares5,988 from 6,998
Change-1,010 (-14%)
Value$2.0M (-$1.1M)
Filed 2026-10-26
Legacy Advisors, LLC
DECREASED
Shares5,955 from 6,257
Change-302 (-5%)
Value$2.0M (-$756.5K)
Filed 2026-10-19
Terra Nova Asset Management LLC
DECREASED
Shares5,948 from 5,992
Change-44 (-1%)
Value$2.0M (-$642.5K)
Filed 2026-10-13
Curated Wealth Partners LLC
INCREASED
Shares5,869 from 1,308
Change+4,561 (+349%)
Value$1.9M (+$1.4M)
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares5,832 from 5,671
Change+161 (+3%)
Value$1.9M (-$533.4K)
Filed 2026-10-14
Cove Private Wealth, LLC
INCREASED
Shares5,812 from 5,760
Change+52 (+1%)
Value$1.9M (-$586.7K)
Filed 2026-10-28
Indivisible Partners
DECREASED
Shares5,757 from 6,686
Change-929 (-14%)
Value$1.9M (-$1.0M)
Filed 2026-10-26
Arvest Investments, Inc.
DECREASED
Shares5,745 from 5,746
Change-1 (0%)
Value$1.9M (-$602.6K)
Filed 2026-10-21
American National Bank & Trust
DECREASED
Shares5,737 from 5,938
Change-201 (-3%)
Value$1.9M (-$688.4K)
Filed 2026-10-07
Fragasso Financial Advisors Inc
INCREASED
Shares5,717 from 2,920
Change+2,797 (+96%)
Value$1.8M (+$557.5K)
Filed 2026-10-13
Formuepleje A/S
DECREASED
Shares5,686 from 7,565
Change-1,879 (-25%)
Value$1.9M (-$1.4M)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,664 from 6,558
Change-894 (-14%)
Value$1.9M (-$980.8K)
Filed 2026-10-23
Stenger Family Office, LLC
NEW
Shares5,648
Change+5,648
Value$1.7M
Filed 2026-10-22
Montecito Bank & Trust
DECREASED
Shares5,625 from 5,786
Change-161 (-3%)
Value$1.8M (-$659.4K)
Filed 2026-10-01
Founders Capital Management, LLC
UNCHANGED
Shares5,609 from 5,609
Change0 (0%)
Value$1.8M (-$587.9K)
Filed 2026-10-23
MBL Wealth, LLC
INCREASED
Shares5,608 from 5,092
Change+516 (+10%)
Value$1.8M (-$364.2K)
Filed 2026-10-22
Herold Advisors, Inc.
INCREASED
Shares5,607 from 5,450
Change+157 (+3%)
Value$1.8M (-$518.0K)
Filed 2026-10-19
Advisory Resource Group
INCREASED
Shares5,595 from 5,447
Change+148 (+3%)
Value$1.8M (-$522.0K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares5,575 from 3,943
Change+1,632 (+41%)
Value$1.8M (+$550.9K)
Filed 2026-10-08
Westwind Capital
DECREASED
Shares5,553 from 5,637
Change-84 (-1%)
Value$1.8K (-$619)
Filed 2026-10-08
Beacon Financial Group
INCREASED
Shares5,546 from 5,124
Change+422 (+8%)
Value$1.8M (-$398.3K)
Filed 2026-10-19
Keeler Thomas Management LLC
DECREASED
Shares5,536 from 5,597
Change-61 (-1%)
Value$1.8M (-$606.6K)
Filed 2026-10-29
Three Seasons Wealth, LLC
DECREASED
Shares5,502 from 6,854
Change-1,352 (-20%)
Value$1.8M (-$1.2M)
Filed 2026-11-03
May Hill Capital, LLC
INCREASED
Shares5,465 from 5,184
Change+281 (+5%)
Value$1.8M (-$451.1K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
INCREASED
Shares5,404 from 5,046
Change+358 (+7%)
Value$1.8M (-$411.4K)
Filed 2026-10-28
BOS Asset Management, LLC
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$1.8M (-$566.0K)
Filed 2026-10-09
Novem Group
DECREASED
Shares5,393 from 6,029
Change-636 (-11%)
Value$1.8M (-$840.7K)
Filed 2026-10-19
Avail Investment Partners, LLC
DECREASED
Shares5,381 from 5,652
Change-271 (-5%)
Value$1.8M (-$681.4K)
Filed 2026-10-16
Carnegie Investment Counsel
INCREASED
Shares5,376 from 5,316
Change+60 (+1%)
Value$1.8M (-$537.4K)
Filed 2026-10-20
Navigation Group, LLC
DECREASED
Shares5,353 from 6,428
Change-1,075 (-17%)
Value$1.8M (-$1.0M)
Filed 2026-10-28
Uhlmann Price Securities, LLC
DECREASED
Shares5,341 from 6,526
Change-1,185 (-18%)
Value$1.8M (-$1.1M)
Filed 2026-11-03
Hohimer Wealth Management, LLC
DECREASED
Shares5,338 from 5,896
Change-558 (-9%)
Value$1.8M (-$801.5K)
Filed 2026-11-04
World Equity Group, Inc.
DECREASED
Shares5,334 from 5,576
Change-242 (-4%)
Value$1.7M (-$680.4K)
Filed 2026-10-14
Rydar Equities, Inc.
INCREASED
Shares5,310 from 5,055
Change+255 (+5%)
Value$1.7M (+$117.8K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares5,302 from 5,344
Change-42 (-1%)
Value$1.7M (-$574.0K)
Filed 2026-10-19
BIP Wealth, LLC
INCREASED
Shares5,292 from 5,010
Change+282 (+6%)
Value$1.7M (-$432.7K)
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares5,284 from 6,730
Change-1,446 (-21%)
Value$1.7M (-$1.2M)
Filed 2026-10-07
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares5,282 from 5,137
Change+145 (+3%)
Value$1.7M (-$490.8K)
Filed 2026-10-27
Oslo Pensjonsforsikring AS
UNCHANGED
Shares5,234 from 5,234
Change0 (0%)
Value$1.7M (-$548.6K)
Filed 2026-10-15
Brian LOW Financial Group, LLC
NEW
Shares5,220
Change+5,220
Value$1.7M
Filed 2026-10-28
Telos Capital Management, Inc.
INCREASED
Shares5,215 from 4,954
Change+261 (+5%)
Value$1.7M (-$433.5K)
Filed 2026-11-02
RDA Financial Network
DECREASED
Shares5,212 from 5,461
Change-249 (-5%)
Value$1.7M (-$654.4K)
Filed 2026-10-15
Milestone Asset Management, LLC
INCREASED
Shares5,192 from 4,692
Change+500 (+11%)
Value$1.7M (-$327.6K)
Filed 2026-10-15
Retirement Planning Group, LLC
DECREASED
Shares5,166 from 5,415
Change-249 (-5%)
Value$1.7M (-$649.4K)
Filed 2026-10-19
XXI Wealth, LLC
INCREASED
Shares5,134 from 4,749
Change+385 (+8%)
Value$1.7M (-$371.3K)
Filed 2026-10-22
Silverleafe Capital Partners, LLC
INCREASED
Shares5,132 from 4,307
Change+825 (+19%)
Value$1.7M (-$180.4K)
Filed 2026-10-02
Compass Financial Management LLC
DECREASED
Shares5,105 from 8,814
Change-3,709 (-42%)
Value$1.7M (-$2.0M)
Filed 2026-10-30
Chilton Capital Management LLC
INCREASED
Shares5,083 from 5,033
Change+50 (+1%)
Value$1.7M (-$511.1K)
Filed 2026-10-28
GLR Partners, LLC
INCREASED
Shares5,059 from 3,221
Change+1,838 (+57%)
Value$1.7M (+$266.2K)
Filed 2026-11-04
LVZ, Inc.
INCREASED
Shares5,012 from 3,414
Change+1,598 (+47%)
Value$1.6M (+$167.1K)
Filed 2026-10-20
Eagle Wealth Advisors LLC
INCREASED
Shares5,010 from 4,899
Change+111 (+2%)
Value$1.6M (-$476.7K)
Filed 2026-10-20
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares4,994 from 5,695
Change-701 (-12%)
Value$1.6M (-$827.2K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares4,992 from 6,014
Change-1,022 (-17%)
Value$1.6M (-$966.2K)
Filed 2026-10-29
Ridgeline Wealth Planning, LLC
INCREASED
Shares4,959 from 4,910
Change+49 (+1%)
Value$1.6M (-$498.6K)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
INCREASED
Shares4,940 from 4,878
Change+62 (+1%)
Value$1.6K (-$491)
Filed 2026-10-27
Biltmore Family Office, LLC
UNCHANGED
Shares4,890 from 4,890
Change0 (0%)
Value$1.6M (-$512.2K)
Filed 2026-11-03
Rare Wolf Capital LLC
DECREASED
Shares4,866 from 5,319
Change-453 (-9%)
Value$1.6M (-$706.4K)
Filed 2026-10-20
Tandem Capital Management Corp
INCREASED
Shares4,850 from 4,800
Change+50 (+1%)
Value$1.6M (-$486.7K)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
NEW
Shares4,835
Change+4,835
Value$1.6M
Filed 2026-11-04
LJI Wealth Management, LLC
DECREASED
Shares4,834 from 4,856
Change-22 (0%)
Value$1.6M (-$516.2K)
Filed 2026-10-28
MW Advisory, LLC
INCREASED
Shares4,821 from 3,196
Change+1,625 (+51%)
Value$1.6M (+$198.8K)
Filed 2026-10-19
Victory Financial Group, LLC
INCREASED
Shares4,820 from 4,622
Change+198 (+4%)
Value$1.6M (-$419.4K)
Filed 2026-10-27
Parsons Capital Management Inc
INCREASED
Shares4,804 from 4,214
Change+590 (+14%)
Value$1.6M (-$247.9K)
Filed 2026-10-28
SYM Financial Corp
DECREASED
Shares4,795 from 5,050
Change-255 (-5%)
Value$1.6M (-$613.1K)
Filed 2026-10-26
Smith Salley Wealth Management
INCREASED
Shares4,777 from 1,402
Change+3,375 (+241%)
Value$1.6M (+$961.6K)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
INCREASED
Shares4,759 from 4,229
Change+530 (+13%)
Value$1.6M (-$269.4K)
Filed 2026-10-28
Columbia Asset Management
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$1.6M (-$497.9K)
Filed 2026-10-19
Caldwell Trust Co
INCREASED
Shares4,704 from 4,508
Change+196 (+4%)
Value$1.5M (-$408.1K)
Filed 2026-10-30
Core Wealth Partners LLC
INCREASED
Shares4,686 from 4,095
Change+591 (+14%)
Value$1.5M (-$235.1K)
Filed 2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares4,681 from 4,864
Change-183 (-4%)
Value$1.5M (-$570.0K)
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares4,669 from 2,692
Change+1,977 (+73%)
Value$1.5M (+$367.3K)
Filed 2026-10-15
Bosman Wealth Management, LLC
DECREASED
Shares4,655 from 4,896
Change-241 (-5%)
Value$1.5M (-$592.4K)
Filed 2026-10-28
Dutch Asset Corp
INCREASED
Shares4,652 from 4,372
Change+280 (+6%)
Value$1.5M (-$366.2K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
DECREASED
Shares4,652 from 4,697
Change-45 (-1%)
Value$1.5M (-$543.9K)
Filed 2026-10-27
Legal Advantage Investments, Inc.
DECREASED
Shares4,648 from 5,648
Change-1,000 (-18%)
Value$1.5M (-$920.5K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED
Shares4,642 from 14,934
Change-10,292 (-69%)
Value$1.5M (-$4.9M)
Filed 2026-10-09
Bria Capital Group, LLC
INCREASED
Shares4,601 from 4,053
Change+548 (+14%)
Value$1.5M (-$244.8K)
Filed 2026-10-22
McAdam, LLC
INCREASED
Shares4,592 from 4,232
Change+360 (+9%)
Value$1.5M (-$325.3K)
Filed 2026-10-21
Eastern Bank
UNCHANGED
Shares4,590 from 4,590
Change0 (0%)
Value$1.5M (-$481.1K)
Filed 2026-10-05
Salem Investment Counselors Inc
DECREASED
Shares4,588 from 4,699
Change-111 (-2%)
Value$1.5M (-$528.7K)
Filed 2026-10-13
RMR Wealth Builders
INCREASED
Shares4,584 from 4,579
Change+5 (+0%)
Value$1.5M (-$478.2K)
Filed 2026-10-22
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares4,540 from 4,440
Change+100 (+2%)
Value$1.5M (-$432.6K)
Filed 2026-10-14
B.A. Schrock Wealth Management, Inc.
NEW
Shares4,527
Change+4,527
Value$1.5M
Filed 2026-10-15
Grove Bank & Trust
INCREASED
Shares4,526 from 4,442
Change+84 (+2%)
Value$1.5M (-$438.0K)
Filed 2026-10-08
Guerra PAN Advisors, LLC
UNCHANGED
Shares4,520 from 4,520
Change0 (0%)
Value$1.2M (-$728.3K)
Filed 2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED
Shares4,513 from 4,252
Change+261 (+6%)
Value$1.5M (-$359.8K)
Filed 2026-11-05
Delphi Management Inc
DECREASED
Shares4,513 from 4,609
Change-96 (-2%)
Value$1.5M (-$514.0K)
Filed 2026-11-05
Triad Wealth Partners, LLC
INCREASED
Shares4,479 from 3,811
Change+668 (+18%)
Value$1.5M (+$348.7K)
Filed 2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED
Shares4,477 from 4,438
Change+39 (+1%)
Value$1.5M (-$452.4K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares4,421 from 4,525
Change-104 (-2%)
Value$1.5M (-$508.4K)
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares4,421 from 4,469
Change-48 (-1%)
Value$1.5M (-$484.3K)
Filed 2026-11-05
J.Safra Asset Management Corp
INCREASED
Shares4,384 from 4,352
Change+32 (+1%)
Value$1.4M (-$445.7K)
Filed 2026-11-03
Net Worth Advisory Group
DECREASED
Shares4,364 from 6,596
Change-2,232 (-34%)
Value$1.5M (-$1.4M)
Filed 2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$1.4M (-$457.0K)
Filed 2026-10-29
Crew Capital Management, Ltd
INCREASED
Shares4,328 from 4,241
Change+87 (+2%)
Value$1.4M (-$416.0K)
Filed 2026-10-28
BankChampaign, National Association
INCREASED
Shares4,321 from 4,219
Change+102 (+2%)
Value$1.4M (-$408.7K)
Filed 2026-10-19
Providence First Trust Co
DECREASED
Shares4,319 from 7,476
Change-3,157 (-42%)
Value$1.4M (-$1.8M)
Filed 2026-11-02
Veracity Capital LLC
INCREASED
Shares4,296 from 4,219
Change+77 (+2%)
Value$1.4M (-$416.9K)
Filed 2026-10-08
Chicago Capital, LLC
UNCHANGED
Shares4,291 from 4,291
Change0 (0%)
Value$1.4M (-$449.8K)
Filed 2026-10-13
Kingdom Financial Group Llc.
DECREASED
Shares4,276 from 4,411
Change-135 (-3%)
Value$1.4M (-$506.7K)
Filed 2026-11-04
Enterprise Financial Services Corp
DECREASED
Shares4,269 from 4,319
Change-50 (-1%)
Value$1.4M (-$469.1K)
Filed 2026-11-03
West Wealth Group, LLC
DECREASED
Shares4,265 from 4,399
Change-134 (-3%)
Value$1.4M (-$505.2K)
Filed 2026-10-14
Hoxton Planning & Management, LLC
DECREASED
Shares4,258 from 4,351
Change-93 (-2%)
Value$1.4M (-$486.6K)
Filed 2026-10-15
Moss Adams Wealth Advisors LLC
DECREASED
Shares4,245 from 4,293
Change-48 (-1%)
Value$1.4M (-$465.4K)
Filed 2026-10-28
Whalen Wealth Management Inc.
INCREASED
Shares4,195 from 2,822
Change+1,373 (+49%)
Value$1.4M (+$155.1K)
Filed 2026-10-08
Piar LLC
INCREASED
Shares4,190 from 4,040
Change+150 (+4%)
Value$1.4M (-$374.2K)
Filed 2026-10-21
Absolute Capital Management, LLC
INCREASED
Shares4,116 from 3,818
Change+298 (+8%)
Value$1.4M (-$302.2K)
Filed 2026-10-16
Colonial River Investments, LLC
INCREASED
Shares4,100 from 2,977
Change+1,123 (+38%)
Value$1.3M (+$56.8K)
Filed 2026-10-19
Shepherd Financial Partners LLC
DECREASED
Shares4,071 from 4,074
Change-3 (0%)
Value$1.3M (-$428.0K)
Filed 2026-11-03
Williams & Novak Wealth Management, LLC
INCREASED
Shares4,055 from 4,011
Change+44 (+1%)
Value$1.3M (-$406.0K)
Filed 2026-10-09
Cornerstone Management, Inc.
INCREASED
Shares4,038 from 4,035
Change+3 (+0%)
Value$1.3M (-$422.0K)
Filed 2026-10-16
Evermay Wealth Management LLC
INCREASED
Shares4,025 from 3,720
Change+305 (+8%)
Value$1.3M (-$289.5K)
Filed 2026-11-05
Lodestar Private Asset Management LLC
DECREASED
Shares4,010 from 4,610
Change-600 (-13%)
Value$1.3M (-$680.3K)
Filed 2026-10-26
Thrive Wealth Management, LLC
INCREASED
Shares3,990 from 3,977
Change+13 (+0%)
Value$1.3M (-$412.3K)
Filed 2026-10-13
Facet Wealth, Inc.
INCREASED
Shares3,987 from 3,714
Change+273 (+7%)
Value$1.3M (-$299.6K)
Filed 2026-11-04
Somerset Trust Co
DECREASED
Shares3,962 from 4,012
Change-50 (-1%)
Value$1.3M (-$437.0K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
INCREASED
Shares3,959 from 3,361
Change+598 (+18%)
Value$1.3M (-$155.9K)
Filed 2026-10-19
Curat Global, LLC
INCREASED
Shares3,950 from 3,201
Change+749 (+23%)
Value$1.3M (+$101.8K)
Filed 2026-10-26
Persium Advisors, LLC
INCREASED
Shares3,948 from 3,945
Change+3 (+0%)
Value$1.3M (-$412.5K)
Filed 2026-10-07
Marathon Mission, Inc.
INCREASED
Shares3,944 from 3,916
Change+28 (+1%)
Value$1.3M (-$401.3K)
Filed 2026-10-01
Virtue Capital Management, LLC
INCREASED
Shares3,926 from 3,756
Change+170 (+5%)
Value$1.3M (-$337.9K)
Filed 2026-10-29
Income Insurance Ltd
UNCHANGED
Shares3,916 from 3,916
Change0 (0%)
Value$1.3M (-$410.5K)
Filed 2026-10-21
Tuttle Capital Management, LLC
DECREASED
Shares3,890 from 5,590
Change-1,700 (-30%)
Value$1.3M (-$1.1M)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares3,844 from 2,689
Change+1,155 (+43%)
Value$1.3M (+$97.6K)
Filed 2026-10-22
Client 1ST Advisory Group, LLC
INCREASED
Shares3,804 from 3,794
Change+10 (+0%)
Value$1.2M (-$394.4K)
Filed 2026-10-19
Cromwell Holdings LLC
DECREASED
Shares3,800 from 4,020
Change-220 (-5%)
Value$1.2M (-$493.4K)
Filed 2026-10-28
Gen-Wealth Partners Inc
DECREASED
Shares3,799 from 4,336
Change-537 (-12%)
Value$1.2M (-$630.8K)
Filed 2026-11-04
Mascoma Wealth Management LLC
DECREASED
Shares3,796 from 3,800
Change-4 (0%)
Value$1.2M (-$399.6K)
Filed 2026-10-23
Diversified Enterprises, LLC
INCREASED
Shares3,789 from 2,608
Change+1,181 (+45%)
Value$1.2M (+$114.6K)
Filed 2026-10-19
Walker Asset Management, LLC
DECREASED
Shares3,774 from 4,001
Change-227 (-6%)
Value$1.2M (-$493.9K)
Filed 2026-10-13
Lyell Wealth Management, LP
DECREASED
Shares3,764 from 4,446
Change-682 (-15%)
Value$1.2M (-$690.1K)
Filed 2026-10-30
WealthBridge Capital Management, LLC
DECREASED
Shares3,750 from 3,844
Change-94 (-2%)
Value$1.2M (-$433.8K)
Filed 2026-10-16
Clear Harbor Asset Management, LLC
DECREASED
Shares3,746 from 3,776
Change-30 (-1%)
Value$1.2M (-$405.7K)
Filed 2026-11-05
Dedeker Financial LLC
INCREASED
Shares3,745 from 3,629
Change+116 (+3%)
Value$1.2M (-$342.3K)
Filed 2026-10-23
Rockland Trust Co
INCREASED
Shares3,741 from 3,469
Change+272 (+8%)
Value$1.2M (-$274.3K)
Filed 2026-10-05
Oakmont Investment Advisors, Inc.
NEW
Shares3,726
Change+3,726
Value$1.2M
Filed 2026-10-21
CFS Investment Advisory Services, LLC
DECREASED
Shares3,723 from 3,737
Change-14 (0%)
Value$1.2M (-$70.1K)
Filed 2026-10-19
Master's Wealth Management Inc.
INCREASED
Shares3,705 from 3,149
Change+556 (+18%)
Value$1.2M (-$147.4K)
Filed 2026-10-22
Paladin Wealth, LLC
DECREASED
Shares3,675 from 3,682
Change-7 (0%)
Value$1.2M (-$388.0K)
Filed 2026-10-23
Confluence Wealth Services, Inc.
DECREASED
Shares3,653 from 3,729
Change-76 (-2%)
Value$1.2M (-$415.8K)
Filed 2026-11-05
Great Diamond Partners, LLC
DECREASED
Shares3,618 from 3,635
Change-17 (0%)
Value$1.2M (-$386.6K)
Filed 2026-10-13
SkyOak Wealth, LLC
INCREASED
Shares3,616 from 3,575
Change+41 (+1%)
Value$1.2M (-$361.3K)
Filed 2026-10-28
Klingman & Associates, LLC
INCREASED
Shares3,596 from 3,152
Change+444 (+14%)
Value$1.2M (-$184.5K)
Filed 2026-10-20
Brucke Financial, Inc.
INCREASED
Shares3,578 from 3,229
Change+349 (+11%)
Value$1.2M (-$223.8K)
Filed 2026-10-23
Lewis Asset Management, LLC
DECREASED
Shares3,572 from 3,848
Change-276 (-7%)
Value$1.2M (-$492.6K)
Filed 2026-10-14
Kendall Capital Management
INCREASED
Shares3,569 from 3,390
Change+179 (+5%)
Value$1.2M (-$296.5K)
Filed 2026-10-23
Parcion Private Wealth LLC
INCREASED
Shares3,566 from 2,790
Change+776 (+28%)
Value$1.2M (-$37.5K)
Filed 2026-10-28
United Asset Strategies, Inc.
INCREASED
Shares3,559 from 3,329
Change+230 (+7%)
Value$1.2M (-$273.4K)
Filed 2026-10-28
CLG LLC
DECREASED
Shares3,524 from 3,548
Change-24 (-1%)
Value$1.2M (-$379.6K)
Filed 2026-10-13
Investment Partners Asset Management, Inc.
DECREASED
Shares3,521 from 3,744
Change-223 (-6%)
Value$1.2M (-$465.7K)
Filed 2026-10-09
James Investment Research, Inc.
DECREASED
Shares3,513 from 3,629
Change-116 (-3%)
Value$1.2M (-$418.5K)
Filed 2026-10-22
Anchyra Partners LLC
INCREASED
Shares3,511 from 3,180
Change+331 (+10%)
Value$1.2M (-$224.6K)
Filed 2026-10-13
BankPlus Wealth Management LLC
DECREASED
Shares3,502 from 3,776
Change-274 (-7%)
Value$1.2M (-$485.3K)
Filed 2026-10-13
Worth Asset Management, LLC
INCREASED
Shares3,491 from 3,253
Change+238 (+7%)
Value$1.1M (-$262.8K)
Filed 2026-10-07
Blue Water Asset Management
INCREASED
Shares3,491 from 3,471
Change+20 (+1%)
Value$1.1M (-$357.2K)
Filed 2026-11-04
Townsend & Associates, Inc
INCREASED
Shares3,490 from 3,464
Change+26 (+1%)
Value$921.1K (-$141.6K)
Filed 2026-10-23
Donoghue Forlines LLC
INCREASED
Shares3,489 from 2,754
Change+735 (+27%)
Value$1.1M (-$47.2K)
Filed 2026-11-02
Center for Financial Planning, Inc.
NEW
Shares3,487
Change+3,487
Value$1.1M
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,478 from 9,731
Change-6,253 (-64%)
Value$1.1M (-$3.1M)
Filed 2026-10-16
Accredited Investors Inc.
INCREASED
Shares3,465 from 3,447
Change+18 (+1%)
Value$1.1M (-$355.4K)
Filed 2026-11-03
Powell Investment Advisors, LLC
UNCHANGED
Shares3,460 from 3,460
Change0 (0%)
Value$1.1M (-$362.4K)
Filed 2026-10-22
Genus Capital Management Inc.
DECREASED
Shares3,450 from 34,333
Change-30,883 (-90%)
Value$1.1M (-$13.7M)
Filed 2026-11-04
CFM Wealth Partners LLC
UNCHANGED
Shares3,426 from 3,426
Change0 (0%)
Value$1.1M (-$359.1K)
Filed 2026-11-05
Golden Reserve Retirement LLC
INCREASED
Shares3,406 from 2,768
Change+638 (+23%)
Value$1.1M (-$80.6K)
Filed 2026-11-02
Regent Peak Wealth Advisors LLC
INCREASED
Shares3,406 from 3,331
Change+75 (+2%)
Value$1.1M (-$324.5K)
Filed 2026-10-13
Oak Harvest Investment Services
INCREASED
Shares3,402 from 3,366
Change+36 (+1%)
Value$1.1M (-$340.9K)
Filed 2026-10-20
Mechanics Financial Corp
INCREASED
Shares3,400 from 3,249
Change+151 (+5%)
Value$1.1M (-$291.0K)
Filed 2026-11-05
Quantum Financial Advisors, LLC
INCREASED
Shares3,395 from 3,375
Change+20 (+1%)
Value$1.1M (-$347.2K)
Filed 2026-11-03
AMG Asset Management Group, Inc.
INCREASED
Shares3,383 from 2,216
Change+1,167 (+53%)
Value$1.1M (+$151.1K)
Filed 2026-10-21
Lodestone Wealth Management LLC
INCREASED
Shares3,383 from 3,358
Change+25 (+1%)
Value$1.1M (-$343.6K)
Filed 2026-10-14
Waterfront Wealth Inc.
DECREASED
Shares3,379 from 3,396
Change-17 (0%)
Value$895.1K (-$294.7K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED
Shares3,378 from 3,363
Change+15 (+0%)
Value$1.1M (-$347.6K)
Filed 2026-11-02
Private Wealth Partners, LLC
INCREASED
Shares3,370 from 2,970
Change+400 (+13%)
Value$1.1M (-$179.9K)
Filed 2026-10-22
RFG Holdings, Inc.
DECREASED
Shares3,366 from 3,575
Change-209 (-6%)
Value$1.1M (-$443.2K)
Filed 2026-10-30
Syntegra Private Wealth Group, LLC
DECREASED
Shares3,360 from 4,103
Change-743 (-18%)
Value$1.1M (-$674.2K)
Filed 2026-10-13
MTM Investment Management, LLC
DECREASED
Shares3,343 from 3,453
Change-110 (-3%)
Value$1.1M (-$398.1K)
Filed 2026-10-30
Poehling Capital Management, Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$1.1M (-$345.9K)
Filed 2026-10-20
Corda Investment Management, Llc.
INCREASED
Shares3,299 from 3,249
Change+50 (+2%)
Value$1.1M (-$324.1K)
Filed 2026-10-22
Claro Advisors Inc.
INCREASED
Shares3,294 from 2,856
Change+438 (+15%)
Value$1.1M (-$155.3K)
Filed 2026-11-02
Franklin Street Advisors Inc
UNCHANGED
Shares3,280 from 3,280
Change0 (0%)
Value$1.1M (-$343.8K)
Filed 2026-10-13
Wiregrass Investment Management LLC
INCREASED
Shares3,270 from 2,361
Change+909 (+39%)
Value$1.1M (+$51.1K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
DECREASED
Shares3,261 from 3,544
Change-283 (-8%)
Value$1.1M (-$464.5K)
Filed 2026-10-21
Kornitzer Capital Management Inc
INCREASED
Shares3,260 from 1,185
Change+2,075 (+175%)
Value$1.1M (+$557.4K)
Filed 2026-11-03
Impact Capital Partners LLC
INCREASED
Shares3,257 from 3,074
Change+183 (+6%)
Value$1.1M (-$262.1K)
Filed 2026-10-22
Tactive Advisors, LLC
DECREASED
Shares3,255 from 4,710
Change-1,455 (-31%)
Value$1.1M (-$971.6K)
Filed 2026-10-08
Riversedge Advisors, LLC
INCREASED
Shares3,242 from 3,071
Change+171 (+6%)
Value$1.1M (-$265.7K)
Filed 2026-10-09
Atala Financial Inc
UNCHANGED
Shares3,234 from 3,234
Change0 (0%)
Value$1.1M (-$339.0K)
Filed 2026-10-22
Ipswich Investment Management Co., Inc.
DECREASED
Shares3,225 from 3,250
Change-25 (-1%)
Value$1.1M (-$348.9K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares3,205 from 5,517
Change-2,312 (-42%)
Value$1.1M (-$1.3M)
Filed 2026-10-13
Central Pacific Bank - Trust Division
DECREASED
Shares3,178 from 7,269
Change-4,091 (-56%)
Value$1.0M (-$2.1M)
Filed 2026-10-06
Jackson Creek Investment Advisors LLC
DECREASED
Shares3,177 from 3,355
Change-178 (-5%)
Value$1.0M (+$1.0M)
Filed 2026-11-04
Kaizen Financial Strategies
INCREASED
Shares3,173 from 3,105
Change+68 (+2%)
Value$1.0M (-$172.8K)
Filed 2026-10-09
Strategy Asset Managers LLC
INCREASED
Shares3,163 from 3,156
Change+7 (+0%)
Value$1.0M (-$328.5K)
Filed 2026-10-14
Riverbend Wealth Management, LLC
INCREASED
Shares3,158 from 2,244
Change+914 (+41%)
Value$1.0M (+$65.0K)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
DECREASED
Shares3,137 from 3,202
Change-65 (-2%)
Value$1.0M (-$356.9K)
Filed 2026-10-26
Raleigh Capital Management Inc.
DECREASED
Shares3,112 from 4,090
Change-978 (-24%)
Value$1.0M (-$750.0K)
Filed 2026-10-28
Whelan Financial
INCREASED
Shares3,103 from 2,877
Change+226 (+8%)
Value$1.0M (-$227.3K)
Filed 2026-10-28
Continuum Wealth Advisors, LLC
INCREASED
Shares3,099 from 2,645
Change+454 (+17%)
Value$1.0M (-$128.1K)
Filed 2026-10-20
Aspiriant, LLC
INCREASED
Shares3,098 from 3,071
Change+27 (+1%)
Value$1.0M (-$313.0K)
Filed 2026-10-16
First County Bank
INCREASED
Shares3,094 from 2,483
Change+611 (+25%)
Value$1.0M (-$59.5K)
Filed 2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED
Shares3,089 from 3,104
Change-15 (0%)
Value$1.0M (-$330.4K)
Filed 2026-10-30
Relyea Zuckerberg Hanson LLC
DECREASED
Shares3,084 from 3,605
Change-521 (-14%)
Value$1.0M (-$549.0K)
Filed 2026-10-20
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares3,080 from 3,080
Change0 (0%)
Value$1.0M (-$322.8K)
Filed 2026-10-26
Canvas Wealth Advisors, LLC
DECREASED
Shares3,075 from 3,326
Change-251 (-8%)
Value$782.2K (-$659.9K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
INCREASED
Shares3,065 from 3,052
Change+13 (+0%)
Value$1.0M (-$315.6K)
Filed 2026-10-21
Argus Investors' Counsel, Inc.
DECREASED
Shares3,056 from 3,104
Change-48 (-2%)
Value$1.0M (-$341.1K)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
INCREASED
Shares3,051 from 2,803
Change+248 (+9%)
Value$1.0M (-$212.3K)
Filed 2026-11-05
Manchester Capital Management LLC
DECREASED
Shares3,047 from 3,279
Change-232 (-7%)
Value$1.0M (-$419.9K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
DECREASED
Shares3,045 from 3,152
Change-107 (-3%)
Value$1.0M (-$365.5K)
Filed 2026-11-02
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares3,041 from 3,041
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-15
Leo Wealth, LLC
NEW
Shares3,021
Change+3,021
Value$992.5K
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED
Shares3,019 from 2,707
Change+312 (+12%)
Value$991.8K (-$181.3K)
Filed 2026-10-15
Integral Investment Advisors, Inc.
INCREASED
Shares3,015 from 2,975
Change+40 (+1%)
Value$990.5K (-$298.7K)
Filed 2026-11-03
Northside Capital Management, LLC
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$988.8K (-$315.5K)
Filed 2026-10-13
Five Oceans Advisors
DECREASED
Shares2,999 from 3,221
Change-222 (-7%)
Value$985.2K (-$410.6K)
Filed 2026-10-22
Ninety One UK Ltd
DECREASED
Shares2,997 from 40,068
Change-37,071 (-93%)
Value$984.5K (-$16.4M)
Filed 2026-10-15
United Advisor Group, LLC
DECREASED
Shares2,977 from 3,269
Change-292 (-9%)
Value$978.2K (-$438.6K)
Filed 2026-11-03
TrustBank
DECREASED
Shares2,970 from 3,045
Change-75 (-2%)
Value$975.7K (-$343.8K)
Filed 2026-10-20
Centennial Wealth Advisory LLC
INCREASED
Shares2,925 from 2,823
Change+102 (+4%)
Value$960.9K (-$262.4K)
Filed 2026-10-16
Braun-Bostich & Associates Inc.
DECREASED
Shares2,915 from 3,057
Change-142 (-5%)
Value$957.6K (-$367.1K)
Filed 2026-10-20
Brickley Wealth Management
UNCHANGED
Shares2,912 from 2,912
Change0 (0%)
Value$956.6K (-$305.2K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares2,906 from 3,039
Change-133 (-4%)
Value$954.9K (-$362.2K)
Filed 2026-11-02
Nixon Peabody Trust Co
DECREASED
Shares2,899 from 2,995
Change-96 (-3%)
Value$952.4K (-$345.5K)
Filed 2026-10-23
Prosperity Financial Group, Inc.
DECREASED
Shares2,896 from 6,069
Change-3,173 (-52%)
Value$951.4K (-$1.7M)
Filed 2026-10-29
Univest Financial Corp
INCREASED
Shares2,894 from 2,631
Change+263 (+10%)
Value$950.7K (-$189.4K)
Filed 2026-11-05
Sky Investment Group LLC
NEW
Shares2,893
Change+2,893
Value$950.3K
Filed 2026-10-30
Cypress Asset Management Inc
UNCHANGED
Shares2,890 from 2,890
Change0 (0%)
Value$949.4K (-$302.9K)
Filed 2026-10-09
XML Financial, LLC
DECREASED
Shares2,873 from 3,148
Change-275 (-9%)
Value$943.8K (-$420.3K)
Filed 2026-10-29
Vann Equity Management LLC
INCREASED
Shares2,873 from 2,842
Change+31 (+1%)
Value$943.9K (-$287.8K)
Filed 2026-10-08
Gryphon Financial Partners LLC
INCREASED
Shares2,869 from 2,739
Change+130 (+5%)
Value$942.4K (-$244.4K)
Filed 2026-11-04
Canandaigua National Bank & Trust Co
DECREASED
Shares2,865 from 2,895
Change-30 (-1%)
Value$941.2K (-$313.3K)
Filed 2026-10-07
True Private Wealth Advisors
DECREASED
Shares2,861 from 5,660
Change-2,799 (-49%)
Value$940.0K (-$1.5M)
Filed 2026-10-19
Lineweaver Wealth Advisors, LLC
INCREASED
Shares2,855 from 2,591
Change+264 (+10%)
Value$937.8K (-$185.1K)
Filed 2026-10-13
Welch Group, LLC
INCREASED
Shares2,840 from 2,536
Change+304 (+12%)
Value$932.9K (-$165.9K)
Filed 2026-10-29
Castle Rock Wealth Management, LLC
DECREASED
Shares2,816 from 2,859
Change-43 (-1%)
Value$940.3K (-$178.4K)
Filed 2026-10-09
Amitell Capital Pte Ltd
NEW
Shares2,800
Change+2,800
Value$919.8K
Filed 2026-11-02
Marin Bay Wealth Advisors, LLC
UNCHANGED
Shares2,777 from 2,777
Change0 (0%)
Value$912.5K (-$291.0K)
Filed 2026-10-28
Stonebridge Financial Group, LLC
INCREASED
Shares2,772 from 2,735
Change+37 (+1%)
Value$910.7K (-$274.5K)
Filed 2026-10-01
Smart Wealth LLC
INCREASED
Shares2,762 from 2,383
Change+379 (+16%)
Value$907.4K (-$125.1K)
Filed 2026-11-04
Voisard Asset Management Group, Inc.
INCREASED
Shares2,761 from 2,285
Change+476 (+21%)
Value$907.0K (-$83.1K)
Filed 2026-10-13
Cidel Asset Management Inc
DECREASED
Shares2,752 from 3,591
Change-839 (-23%)
Value$904.1K (-$652.0K)
Filed 2026-10-29
KG Capital Management
DECREASED
Shares2,748 from 3,713
Change-965 (-26%)
Value$902.7K (-$706.2K)
Filed 2026-10-15
Purus Wealth Management, LLC
DECREASED
Shares2,748 from 2,778
Change-30 (-1%)
Value$902.9K (-$301.0K)
Filed 2026-10-15
First Command Advisory Services, Inc.
INCREASED
Shares2,737 from 630
Change+2,107 (+334%)
Value$900.0K (+$626.9K)
Filed 2026-11-05
Chesley Taft & Associates LLC
DECREASED
Shares2,723 from 3,106
Change-383 (-12%)
Value$894.5K (-$451.4K)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares2,721 from 3,082
Change-361 (-12%)
Value$893.8K (-$441.7K)
Filed 2026-11-03
Seven Mile Advisory
DECREASED
Shares2,717 from 2,757
Change-40 (-1%)
Value$892.6K (-$302.8K)
Filed 2026-10-22
Hoey Investments, Inc
INCREASED
Shares2,705 from 2,505
Change+200 (+8%)
Value$888.6K (-$196.9K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
DECREASED
Shares2,696 from 3,363
Change-667 (-20%)
Value$885.6K (-$571.7K)
Filed 2026-10-13
Friedenthal Financial
NEW
Shares2,665
Change+2,665
Value$875.5K
Filed 2026-10-27
Sendero Wealth Management, LLC
DECREASED
Shares2,659 from 3,674
Change-1,015 (-28%)
Value$873.5K (-$718.5K)
Filed 2026-10-14
Blume Capital Management, Inc.
UNCHANGED
Shares2,655 from 2,655
Change0 (0%)
Value$872.2K (-$278.3K)
Filed 2026-10-26
StoneX Group Inc.
INCREASED
Shares2,648 from 1,482
Change+1,166 (+79%)
Value$859.9K (+$217.2K)
Filed 2026-11-03
Bensler, LLC
INCREASED
Shares2,645 from 2,620
Change+25 (+1%)
Value$868.9K (-$266.4K)
Filed 2026-11-05
Hudock, Inc.
INCREASED
Shares2,643 from 2,564
Change+79 (+3%)
Value$868.5K (-$243.0K)
Filed 2026-10-14
Norris Perne & French LLP
INCREASED
Shares2,637 from 2,630
Change+7 (+0%)
Value$866.3K (-$273.4K)
Filed 2026-10-23
Teza Capital Management LLC
INCREASED
Shares2,630 from 1,460
Change+1,170 (+80%)
Value$864.0K (+$231.3K)
Filed 2026-10-23
AXS Investments LLC
DECREASED
Shares2,629 from 9,599
Change-6,970 (-73%)
Value$863.7K (-$3.3M)
Filed 2026-11-04
Jacobsen Capital Management
INCREASED
Shares2,628 from 2,495
Change+133 (+5%)
Value$863.3K (-$217.8K)
Filed 2026-10-27
Allen Capital Group, LLC
DECREASED
Shares2,625 from 2,685
Change-60 (-2%)
Value$862.3K (-$301.2K)
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares2,625 from 2,646
Change-21 (-1%)
Value$862.3K (-$284.3K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares2,623 from 2,062
Change+561 (+27%)
Value$861.7K (-$31.6K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares2,622
Change+2,622
Value$710
Filed 2026-11-03
Acropolis Investment Management, LLC
INCREASED
Shares2,620 from 2,353
Change+267 (+11%)
Value$860.7K (-$158.8K)
Filed 2026-10-08
Avior Wealth Management, LLC
INCREASED
Shares2,615 from 2,573
Change+42 (+2%)
Value$859.2K (-$255.8K)
Filed 2026-10-13
Birinyi Associates Inc
DECREASED
Shares2,613 from 8,480
Change-5,867 (-69%)
Value$858 (-$3.7M)
Filed 2026-10-28
RD Finance Ltd
NEW
Shares2,611
Change+2,611
Value$858
Filed 2026-10-26
Orba Wealth Advisors, L.L.C.
DECREASED
Shares2,610 from 5,105
Change-2,495 (-49%)
Value$857.4K (-$1.4M)
Filed 2026-10-23
Fiduciary Financial Group, LLC
INCREASED
Shares2,606 from 2,572
Change+34 (+1%)
Value$856.1K (-$258.4K)
Filed 2026-10-13
Zullo Investment Group, Inc.
INCREASED
Shares2,604 from 2,593
Change+11 (+0%)
Value$855.5K (-$268.2K)
Filed 2026-10-20
Foster Group, Inc.
DECREASED
Shares2,603 from 2,639
Change-36 (-1%)
Value$855.1K (-$288.4K)
Filed 2026-10-13
Parthenon LLC
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$845.9K (-$269.9K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
INCREASED
Shares2,572 from 45
Change+2,527 (+5616%)
Value$844.9K (+$825.4K)
Filed 2026-10-30
ABC Arbitrage SA
DECREASED
Shares2,547 from 9,362
Change-6,815 (-73%)
Value$836.7K (-$3.2M)
Filed 2026-10-23
Bill Few Associates, Inc.
DECREASED
Shares2,538 from 2,579
Change-41 (-2%)
Value$833.8K (-$283.7K)
Filed 2026-10-09
Syverson Strege & Co
DECREASED
Shares2,531 from 2,618
Change-87 (-3%)
Value$831.5K (-$303.0K)
Filed 2026-11-02
Tennessee Valley Asset Management Partners
DECREASED
Shares2,520 from 2,583
Change-63 (-2%)
Value$827.9K (-$291.5K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,519 from 307
Change+2,212 (+721%)
Value$827.8K (+$694.4K)
Filed 2026-10-16
Mccarter Private Wealth Services LLC
DECREASED
Shares2,500 from 3,150
Change-650 (-21%)
Value$821.3K (-$543.7K)
Filed 2026-10-22
Councilor Wealth, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$821.3K (-$262.1K)
Filed 2026-10-09
TCI Wealth Advisors, Inc.
INCREASED
Shares2,499 from 2,398
Change+101 (+4%)
Value$821.1K (-$218.2K)
Filed 2026-10-30
Birchwood Financial Partners, Inc.
INCREASED
Shares2,495 from 2,475
Change+20 (+1%)
Value$819.6K (-$252.9K)
Filed 2026-11-02
Douglas Lane & Associates, LLC
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$814.7K (-$260.0K)
Filed 2026-10-09
Grandfield & Dodd, LLC
DECREASED
Shares2,468 from 2,518
Change-50 (-2%)
Value$810.8K (-$280.4K)
Filed 2026-10-29
Baldwin Wealth Partners LLC
UNCHANGED
Shares2,461 from 2,461
Change0 (0%)
Value$808.5K (-$258.0K)
Filed 2026-10-13
JB Capital LLC
INCREASED
Shares2,453 from 2,427
Change+26 (+1%)
Value$806.0K (-$245.6K)
Filed 2026-10-19
Alhambra Investment Management LLC
DECREASED
Shares2,451 from 2,837
Change-386 (-14%)
Value$805.2K (-$424.2K)
Filed 2026-10-15
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-13
55 North Private Wealth, LLC
INCREASED
Shares2,424 from 2,363
Change+61 (+3%)
Value$796.3K (-$227.7K)
Filed 2026-10-20
Northbridge Financial Group, LLC
DECREASED
Shares2,402 from 2,415
Change-13 (-1%)
Value$802.0K (-$244.5K)
Filed 2026-11-05
Aries Wealth Management
DECREASED
Shares2,400 from 2,510
Change-110 (-4%)
Value$788.4K (-$299.2K)
Filed 2026-10-23
Kennicott Capital Management LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$788.4K (-$251.6K)
Filed 2026-10-16
MCF Advisors LLC
INCREASED
Shares2,399 from 2,354
Change+45 (+2%)
Value$788.8K (-$231.8K)
Filed 2026-10-28
Avalon Capital Management
DECREASED
Shares2,393 from 2,864
Change-471 (-16%)
Value$786.1K (-$454.9K)
Filed 2026-11-04
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares2,390 from 1,392
Change+998 (+72%)
Value$785.2K (+$182.2K)
Filed 2026-10-13
Urban Wealth Management, LLC
NEW
Shares2,386
Change+2,386
Value$783.8K
Filed 2026-10-21
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,386 from 2,186
Change+200 (+9%)
Value$783.8K (-$163.4K)
Filed 2026-11-04
Canopy Partners, LLC
DECREASED
Shares2,378 from 2,485
Change-107 (-4%)
Value$781.2K (-$295.6K)
Filed 2026-10-28
Financial Consulate, Inc
INCREASED
Shares2,376 from 2,371
Change+5 (+0%)
Value$781.3K (-$246.2K)
Filed 2026-10-23
Great Lakes Retirement, Inc.
INCREASED
Shares2,373 from 2,263
Change+110 (+5%)
Value$780.5K (-$200.2K)
Filed 2026-10-26
Essential Partners LLC
INCREASED
Shares2,371 from 2,296
Change+75 (+3%)
Value$778.9K (-$216.0K)
Filed 2026-10-14
Braeburn Wealth Management LLC
DECREASED
Shares2,360 from 3,294
Change-934 (-28%)
Value$775.3K (-$652.1K)
Filed 2026-10-15
FAI Advisors, Inc.
INCREASED
Shares2,351 from 2,142
Change+209 (+10%)
Value$772.3K (-$155.9K)
Filed 2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED
Shares2,351 from 2,291
Change+60 (+3%)
Value$772.2K (-$220.5K)
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares2,346
Change+2,346
Value$771.3K
Filed 2026-10-28
Rakuten Securities, Inc.
INCREASED
Shares2,341 from 2,091
Change+250 (+12%)
Value$769.0K (-$137.1K)
Filed 2026-11-02
NIA Impact Advisors, LLC
INCREASED
Shares2,339 from 1,870
Change+469 (+25%)
Value$768.3K (-$41.9K)
Filed 2026-11-04
Connecticut Capital Management Group, LLC
INCREASED
Shares2,333 from 2,326
Change+7 (+0%)
Value$766.4K (-$241.5K)
Filed 2026-10-29
Keystone Wealth Services, LLC
DECREASED
Shares2,332 from 2,421
Change-89 (-4%)
Value$755.3K (-$293.9K)
Filed 2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED
Shares2,316 from 2,322
Change-6 (0%)
Value$760.9K (-$245.4K)
Filed 2026-10-19
Vanguard Capital Wealth Advisors
INCREASED
Shares2,313 from 1,600
Change+713 (+45%)
Value$759.8K (+$66.5K)
Filed 2026-10-16
Plancorp, LLC
DECREASED
Shares2,292 from 2,524
Change-232 (-9%)
Value$548.0K (-$284.7K)
Filed 2026-11-03
Lazari Capital Management, Inc.
INCREASED
Shares2,289 from 2,286
Change+3 (+0%)
Value$752.0K (-$238.6K)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares2,284 from 2,028
Change+256 (+13%)
Value$750.3K (-$128.5K)
Filed 2026-11-04
Cypress Wealth Services, LLC
DECREASED
Shares2,281 from 2,305
Change-24 (-1%)
Value$761.7K (-$237.3K)
Filed 2026-10-21
Affinity Capital Advisors, LLC
INCREASED
Shares2,263 from 1,954
Change+309 (+16%)
Value$721.6K (+$37.4K)
Filed 2026-10-13
Cherokee Insurance Co
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$739.1K (-$235.8K)
Filed 2026-11-05
Revolve Wealth Partners, LLC
INCREASED
Shares2,222 from 2,140
Change+82 (+4%)
Value$729.9K (-$197.4K)
Filed 2026-10-23
Formidable Asset Management, LLC
DECREASED
Shares2,216 from 2,385
Change-169 (-7%)
Value$960.3K (+$450.7K)
Filed 2026-11-03
Gables Capital Management Inc.
UNCHANGED
Shares2,215 from 2,215
Change0 (0%)
Value$727.6K (-$232.2K)
Filed 2026-11-04
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares2,200 from 2,300
Change-100 (-4%)
Value$722.7K (-$273.9K)
Filed 2026-10-16
Essex Bank
DECREASED
Shares2,197 from 2,258
Change-61 (-3%)
Value$721.7K (-$256.7K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares2,189 from 2,187
Change+2 (+0%)
Value$719.1K (-$228.6K)
Filed 2026-10-20
Register Financial Advisors LLC
INCREASED
Shares2,185 from 2,170
Change+15 (+1%)
Value$717.8K (-$222.5K)
Filed 2026-10-23
Spartan Planning & Wealth Management
DECREASED
Shares2,184 from 2,387
Change-203 (-8%)
Value$717.5K (-$316.9K)
Filed 2026-10-13
Prota Financial, LLC
DECREASED
Shares2,171 from 2,222
Change-51 (-2%)
Value$738.4K (-$131.0K)
Filed 2026-10-08
Avantra Family Wealth, Inc.
INCREASED
Shares2,163 from 2,067
Change+96 (+5%)
Value$710.6K (-$185.1K)
Filed 2026-10-20
Mitchell Capital Management Co
DECREASED
Shares2,143 from 2,393
Change-250 (-10%)
Value$704.0K (-$333.0K)
Filed 2026-10-29
Moody National Bank Trust Division
UNCHANGED
Shares2,135 from 2,135
Change0 (0%)
Value$701.4K (-$223.8K)
Filed 2026-10-06
TSG Advice Partners, LLC
NEW
Shares2,133
Change+2,133
Value$924.5K
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED
Shares2,124 from 2,157
Change-33 (-2%)
Value$642.1K (-$227.0K)
Filed 2026-11-04
NBH Bank
INCREASED
Shares2,121 from 1,954
Change+167 (+9%)
Value$696.8K (-$150.0K)
Filed 2026-11-05
Global Assets Advisory, LLC
DECREASED
Shares2,120 from 2,355
Change-235 (-10%)
Value$734.1K (-$171.6K)
Filed 2026-10-28
Accordant Advisory Group Inc
UNCHANGED
Shares2,111 from 2,111
Change0 (0%)
Value$693.5K (-$221.3K)
Filed 2026-10-29
Samalin Investment Counsel, LLC
DECREASED
Shares2,101 from 2,182
Change-81 (-4%)
Value$690.3K (-$255.2K)
Filed 2026-10-23
Optimist Retirement Group LLC
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$688.6K (-$219.7K)
Filed 2026-10-30
Stokes Capital Advisors, LLC
INCREASED
Shares2,083 from 2,016
Change+67 (+3%)
Value$684.3K (-$189.3K)
Filed 2026-10-09
Center For Asset Management LLC
INCREASED
Shares2,082 from 1,852
Change+230 (+12%)
Value$684.0K (-$118.5K)
Filed 2026-10-16
Ridgepath Capital Management LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$683.3K (-$218.0K)
Filed 2026-10-29
Excalibur Management Corp
DECREASED
Shares2,065 from 2,067
Change-2 (0%)
Value$678.3K (-$217.3K)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares2,063 from 1,993
Change+70 (+4%)
Value$677.7K (-$185.9K)
Filed 2026-10-09
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$676.1K (-$215.7K)
Filed 2026-10-30
Heritage Wealth Management, Inc.
DECREASED
Shares2,057 from 2,089
Change-32 (-2%)
Value$675.7K (-$229.5K)
Filed 2026-10-28
Integras Partners LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$673.4K (-$214.9K)
Filed 2026-10-30
Yankcom Partnership
INCREASED
Shares2,042 from 1,388
Change+654 (+47%)
Value$670.8K (+$69.4K)
Filed 2026-10-15
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares2,034 from 2,148
Change-114 (-5%)
Value$668.2K (-$262.6K)
Filed 2026-10-16
LeConte Wealth Management, LLC
INCREASED
Shares2,026 from 1,606
Change+420 (+26%)
Value$665.6K (-$30.4K)
Filed 2026-10-20
Guidance Point Advisors, LLC
INCREASED
Shares2,026 from 2,024
Change+2 (+0%)
Value$665.7K (-$211.7K)
Filed 2026-10-15
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares2,024 from 937
Change+1,087 (+116%)
Value$665.0K (+$258.9K)
Filed 2026-10-09
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares2,020 from 1,955
Change+65 (+3%)
Value$663.5K (-$183.8K)
Filed 2026-10-15
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$664.3K (-$211.6K)
Filed 2026-11-03
QTR Family Wealth, LLC
DECREASED
Shares2,010 from 2,226
Change-216 (-10%)
Value$660.4K (-$304.3K)
Filed 2026-11-02
Traveka Wealth, LLC
INCREASED
Shares2,005 from 1,785
Change+220 (+12%)
Value$658.7K (-$114.8K)
Filed 2026-10-19
PTM Wealth Management, LLC
UNCHANGED
Shares2,004 from 2,004
Change0 (0%)
Value$669.0K (+$57.5K)
Filed 2026-10-23
BCS Wealth Management
UNCHANGED
Shares2,002 from 2,002
Change0 (0%)
Value$657.7K (-$209.9K)
Filed 2026-11-03
Financial Insights, Inc.
NEW
Shares2,000
Change+2,000
Value$657.0K
Filed 2026-10-27
Deltec Asset Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$657.0K (-$209.6K)
Filed 2026-10-26
Patten Group, Inc.
DECREASED
Shares1,992 from 3,196
Change-1,204 (-38%)
Value$654.4K (-$730.5K)
Filed 2026-10-26
HBW Advisory Services LLC
INCREASED
Shares1,989 from 1,132
Change+857 (+76%)
Value$653.4K (+$162.9K)
Filed 2026-10-15
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$650.5K (-$207.5K)
Filed 2026-10-16
TMB Capital Partners, LLC
DECREASED
Shares1,977 from 1,978
Change-1 (0%)
Value$649.4K (-$207.8K)
Filed 2026-10-20
Peterson Wealth Services
INCREASED
Shares1,968 from 1,758
Change+210 (+12%)
Value$646.5K (-$115.1K)
Filed 2026-10-26
Pines Wealth Management, LLC
DECREASED
Shares1,966 from 1,987
Change-21 (-1%)
Value$645.9K (-$215.2K)
Filed 2026-10-21
Bullock Wealth Management Group
INCREASED
Shares1,961 from 1,910
Change+51 (+3%)
Value$667.1K (-$80.0K)
Filed 2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares1,950 from 1,367
Change+583 (+43%)
Value$640.6K (+$48.2K)
Filed 2026-10-21
Index Fund Advisors, Inc.
INCREASED
Shares1,945 from 1,895
Change+50 (+3%)
Value$639.0K (-$182.2K)
Filed 2026-11-05
Traphagen Investment Advisors LLC
INCREASED
Shares1,937 from 1,931
Change+6 (+0%)
Value$636.4K (-$200.4K)
Filed 2026-10-14
Oarsman Capital, Inc.
NEW
Shares1,936
Change+1,936
Value$636.0K
Filed 2026-11-05
Symmetry Partners, LLC
INCREASED
Shares1,932 from 1,798
Change+134 (+7%)
Value$634.7K (-$144.4K)
Filed 2026-10-27
Alliance Wealth Advisors, LLC
INCREASED
Shares1,928 from 1,458
Change+470 (+32%)
Value$633.4K (+$1.6K)
Filed 2026-10-28
TSA Wealth Managment LLC
INCREASED
Shares1,928 from 1,921
Change+7 (+0%)
Value$633.4K (-$199.1K)
Filed 2026-10-22
Myriad Asset Management US LP
INCREASED
Shares1,914 from 1,576
Change+338 (+21%)
Value$629.0K (-$54.0K)
Filed 2026-11-03
Ironsides Asset Advisors, LLC
INCREASED
Shares1,898 from 1,540
Change+358 (+23%)
Value$623.5K (-$43.8K)
Filed 2026-10-20
Intelligence Driven Advisers, LLC
DECREASED
Shares1,898 from 2,006
Change-108 (-5%)
Value$623.6K (-$245.7K)
Filed 2026-10-09
Capstone Capital Management Ltd
DECREASED
Shares1,890 from 2,007
Change-117 (-6%)
Value$620.9K (-$248.8K)
Filed 2026-10-21
Great Waters Wealth Management
UNCHANGED
Shares1,881 from 1,881
Change0 (0%)
Value$617.9K (-$197.2K)
Filed 2026-10-07
EdgeRock Capital LLC
INCREASED
Shares1,880 from 1,798
Change+82 (+5%)
Value$617.6K (-$161.5K)
Filed 2026-11-03
Altfest L J & Co Inc
INCREASED
Shares1,880 from 1,877
Change+3 (+0%)
Value$617.6K (-$195.8K)
Filed 2026-10-27
Key Capital Management, Inc
NEW
Shares1,873
Change+1,873
Value$475.4K
Filed 2026-11-03
D'Orazio & Associates, Inc.
DECREASED
Shares1,872 from 1,880
Change-8 (0%)
Value$615.0K (-$199.7K)
Filed 2026-11-04
Elevation Wealth Management LLC
UNCHANGED
Shares1,858 from 1,858
Change0 (0%)
Value$610.5K (-$194.8K)
Filed 2026-11-02
Meridian Investment Counsel Inc.
DECREASED
Shares1,850 from 2,350
Change-500 (-21%)
Value$607.7K (-$410.6K)
Filed 2026-10-14
Catalyst Private Wealth, LLC
INCREASED
Shares1,846 from 1,688
Change+158 (+9%)
Value$606.4K (-$125.0K)
Filed 2026-10-13
Investment Management Corp
DECREASED
Shares1,845 from 1,990
Change-145 (-7%)
Value$606.0K (-$256.3K)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares1,804 from 1,509
Change+295 (+20%)
Value$592.6K (-$61.1K)
Filed 2026-10-26
Kraft, Davis & Associates, LLC
INCREASED
Shares1,803 from 1,781
Change+22 (+1%)
Value$495.4K (-$98.6K)
Filed 2026-10-21
Planned Solutions, Inc.
UNCHANGED
Shares1,803 from 1,803
Change0 (0%)
Value$592.3K (-$189.0K)
Filed 2026-10-19
First Pacific Financial
INCREASED
Shares1,802 from 1,787
Change+15 (+1%)
Value$591.9K (-$182.3K)
Filed 2026-10-14
Third View Private Wealth, LLC
INCREASED
Shares1,799 from 1,350
Change+449 (+33%)
Value$590.9K (+$6.0K)
Filed 2026-10-30
Nolet Wealth Management, LLC
INCREASED
Shares1,799 from 1,789
Change+10 (+1%)
Value$590.9K (-$184.2K)
Filed 2026-10-15
Lantz Financial LLC
INCREASED
Shares1,798 from 1,573
Change+225 (+14%)
Value$590.7K (-$91.0K)
Filed 2026-10-15
Heritage Family Offices, LLP
INCREASED
Shares1,798 from 1,659
Change+139 (+8%)
Value$590.7K (-$128.2K)
Filed 2026-11-02
Investment Advisory Services Inc
DECREASED
Shares1,790 from 2,340
Change-550 (-23%)
Value$587.9K (-$426.2K)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
INCREASED
Shares1,789 from 1,539
Change+250 (+16%)
Value$587.7K (-$79.2K)
Filed 2026-10-20
Saxon Interests, Inc.
DECREASED
Shares1,787 from 1,867
Change-80 (-4%)
Value$587.0K (-$222.0K)
Filed 2026-10-26
Clifford Swan Investment Counsel LLC
DECREASED
Shares1,780 from 16,530
Change-14,750 (-89%)
Value$584.7K (-$6.6M)
Filed 2026-11-05
Abacus Wealth Partners, LLC
INCREASED
Shares1,774 from 1,739
Change+35 (+2%)
Value$582.8K (-$170.8K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares1,772 from 1,490
Change+282 (+19%)
Value$582.1K (-$63.5K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
INCREASED
Shares1,769 from 1,669
Change+100 (+6%)
Value$581.7K (-$141.7K)
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,763 from 1,782
Change-19 (-1%)
Value$579.2K (-$193.0K)
Filed 2026-10-29
Southern Michigan Bank & Trust
INCREASED
Shares1,754 from 1,751
Change+3 (+0%)
Value$576.2K (-$182.6K)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
INCREASED
Shares1,747 from 1,562
Change+185 (+12%)
Value$574.0K (-$103.0K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares1,736 from 1,404
Change+332 (+24%)
Value$570.3K (-$38.1K)
Filed 2026-10-26
Clear Wave Wealth Management LLC
DECREASED
Shares1,733 from 1,783
Change-50 (-3%)
Value$569.3K (-$203.3K)
Filed 2026-11-04
Adelphi Trust Co
INCREASED
Shares1,731 from 1,459
Change+272 (+19%)
Value$568.7K (-$63.6K)
Filed 2026-10-05
Ejmk Ventures LLC
DECREASED
Shares1,725 from 1,851
Change-126 (-7%)
Value$567.0K (-$235.3K)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$565.6K (-$180.3K)
Filed 2026-11-05
Hobart Private Capital, LLC
DECREASED
Shares1,713 from 2,428
Change-715 (-29%)
Value$562.7K (-$489.4K)
Filed 2026-10-19
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$560.4K (-$178.8K)
Filed 2026-10-23
Baker Tilly Wealth Management, LLC
DECREASED
Shares1,705 from 1,752
Change-47 (-3%)
Value$560.1K (-$199.1K)
Filed 2026-10-05
Almanack Investment Partners, Llc.
INCREASED
Shares1,700 from 1,491
Change+209 (+14%)
Value$558.6K (-$87.4K)
Filed 2026-11-03
West Bancorporation Inc
DECREASED
Shares1,685 from 1,704
Change-19 (-1%)
Value$553.5K (-$184.9K)
Filed 2026-10-29
Pictet North America Advisors SA
NEW
Shares1,684
Change+1,684
Value$553.2K
Filed 2026-10-21
Hamilton Capital, LLC
DECREASED
Shares1,684 from 1,736
Change-52 (-3%)
Value$553.2K (-$199.1K)
Filed 2026-10-08
Buck Wealth Strategies, LLC
INCREASED
Shares1,682 from 1,504
Change+178 (+12%)
Value$552.6K (-$99.2K)
Filed 2026-10-28
Arta Finance Wealth Management LLC
DECREASED
Shares1,681 from 1,798
Change-117 (-7%)
Value$552.2K (-$226.9K)
Filed 2026-10-28
JSF Financial, LLC
INCREASED
Shares1,673 from 1,672
Change+1 (+0%)
Value$549.6K (-$174.9K)
Filed 2026-10-22
WealthPLAN Partners, LLC
DECREASED
Shares1,664 from 1,718
Change-54 (-3%)
Value$546.5K (-$198.1K)
Filed 2026-10-15
First Horizon Corp
UNCHANGED
Shares1,664 from 1,664
Change0 (0%)
Value$546.6K (-$174.4K)
Filed 2026-10-26
Ullmann Wealth Partners Group, LLC
INCREASED
Shares1,648 from 1,591
Change+57 (+4%)
Value$541.4K (-$148.1K)
Filed 2026-11-02
Atlatl Advisers LLC
DECREASED
Shares1,646 from 16,210
Change-14,564 (-90%)
Value$540.7K (-$6.5M)
Filed 2026-10-22
Legacy Wealth Partners, LLC
INCREASED
Shares1,639 from 1,633
Change+6 (+0%)
Value$538.4K (-$169.2K)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
INCREASED
Shares1,637 from 1,508
Change+129 (+9%)
Value$537.8K (-$115.7K)
Filed 2026-11-02
Selective Wealth Management, Inc.
INCREASED
Shares1,636 from 1,373
Change+263 (+19%)
Value$453.8K (+$23.5K)
Filed 2026-10-16
Meadow Creek Wealth Advisors LLC
DECREASED
Shares1,632 from 2,146
Change-514 (-24%)
Value$536.1K (-$393.8K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares1,628 from 1,602
Change+26 (+2%)
Value$534.9K (-$159.2K)
Filed 2026-10-13
RKL Wealth Management LLC
INCREASED
Shares1,620 from 1,502
Change+118 (+8%)
Value$532.2K (-$118.7K)
Filed 2026-10-16
Pinion Investment Advisors, LLC
INCREASED
Shares1,619 from 525
Change+1,094 (+208%)
Value$531.9K (+$304.4K)
Filed 2026-11-04
Howard Financial Services, Ltd.
INCREASED
Shares1,617 from 1,308
Change+309 (+24%)
Value$531.1K (-$35.6K)
Filed 2026-10-15
Cypress Point Wealth Management, LLC
DECREASED
Shares1,614 from 1,632
Change-18 (-1%)
Value$530.2K (-$177.0K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
INCREASED
Shares1,604 from 1,278
Change+326 (+26%)
Value$527.6K (-$26.6K)
Filed 2026-11-05
Apollon Financial, LLC
DECREASED
Shares1,602 from 1,650
Change-48 (-3%)
Value$526.2K (-$188.7K)
Filed 2026-10-23
Smith Thornton Advisors LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$525.6K (-$2.3K)
Filed 2026-10-16
Financial Management Professionals, Inc.
DECREASED
Shares1,599 from 2,003
Change-404 (-20%)
Value$525.8K (-$342.7K)
Filed 2026-10-23
KFG Wealth Management, LLC
DECREASED
Shares1,599 from 1,796
Change-197 (-11%)
Value$525.4K (-$253.1K)
Filed 2026-10-16
Gallacher Capital Management LLC
DECREASED
Shares1,591 from 2,826
Change-1,235 (-44%)
Value$522.8K (-$702.0K)
Filed 2026-10-30
Arrien Investments, Inc.
DECREASED
Shares1,587 from 1,615
Change-28 (-2%)
Value$521.3K (-$178.5K)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares1,586 from 1,587
Change-1 (0%)
Value$521.1K (-$166.8K)
Filed 2026-11-04
Aletheian Wealth Advisors LLC
DECREASED
Shares1,573 from 1,596
Change-23 (-1%)
Value$516.7K (-$174.8K)
Filed 2026-10-08
Family Capital Management, Inc.
DECREASED
Shares1,572 from 1,621
Change-49 (-3%)
Value$516.4K (-$186.0K)
Filed 2026-11-03
Summit Securities Group LLC
NEW
Shares1,562
Change+1,562
Value$513.1K
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares1,561 from 2,644
Change-1,083 (-41%)
Value$512.8K (-$632.9K)
Filed 2026-11-05
David J Yvars Group
DECREASED
Shares1,555 from 2,090
Change-535 (-26%)
Value$510.9K (-$394.8K)
Filed 2026-10-09
Opal Wealth Advisors, LLC
INCREASED
Shares1,552 from 585
Change+967 (+165%)
Value$509.8K (+$256.3K)
Filed 2026-10-16
Connecticut Wealth Management, LLC
UNCHANGED
Shares1,549 from 1,549
Change0 (0%)
Value$508.9K (-$162.3K)
Filed 2026-10-13
Commonwealth Financial Services, LLC
DECREASED
Shares1,545 from 1,782
Change-237 (-13%)
Value$507.6K (-$264.7K)
Filed 2026-10-20
GSG Advisors LLC
INCREASED
Shares1,545 from 1,460
Change+85 (+6%)
Value$507.5K (-$125.1K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
DECREASED
Shares1,545 from 1,554
Change-9 (-1%)
Value$507.5K (-$165.8K)
Filed 2026-10-09
Onyx Bridge Wealth Group LLC
INCREASED
Shares1,544 from 734
Change+810 (+110%)
Value$507.2K (+$189.3K)
Filed 2026-10-16
General Partner, Inc.
DECREASED
Shares1,540 from 1,565
Change-25 (-2%)
Value$505.9K (-$172.3K)
Filed 2026-10-05
Beacon Financial Advisory LLC
INCREASED
Shares1,534 from 1,379
Change+155 (+11%)
Value$503.8K (-$93.5K)
Filed 2026-10-16
New Covenant Trust Company, N.A.
INCREASED
Shares1,532 from 1,410
Change+122 (+9%)
Value$503.3K (-$107.7K)
Filed 2026-10-08
Bison Wealth, LLC
INCREASED
Shares1,531 from 1,248
Change+283 (+23%)
Value$473.8K (+$36.6K)
Filed 2026-10-13
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,528 from 1,244
Change+284 (+23%)
Value$502.0K (-$37.1K)
Filed 2026-10-27
Optivise Advisory Services LLC
INCREASED
Shares1,528 from 1,476
Change+52 (+4%)
Value$502.1K (-$137.6K)
Filed 2026-10-19
DMC Group, LLC
DECREASED
Shares1,527 from 1,780
Change-253 (-14%)
Value$501.6K (-$269.7K)
Filed 2026-10-26
Collaborative Fund Advisors, LLC
DECREASED
Shares1,518 from 2,067
Change-549 (-27%)
Value$498.7K (-$397.0K)
Filed 2026-11-02
Ring Mountain Capital, LLC
INCREASED
Shares1,514 from 1,273
Change+241 (+19%)
Value$497.3K (-$54.3K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares1,511 from 2,044
Change-533 (-26%)
Value$347.6K (-$537.9K)
Filed 2026-10-30
Pflug Koory, LLC
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$494.4K (-$157.8K)
Filed 2026-10-26
Worth Financial Advisory Group, LLC
INCREASED
Shares1,504 from 1,462
Change+42 (+3%)
Value$494.0K (-$139.6K)
Filed 2026-10-19
Wolff Wiese Magana LLC
DECREASED
Shares1,504 from 1,524
Change-20 (-1%)
Value$494.1K (-$166.3K)
Filed 2026-10-15
Ballast, Inc.
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$494.1K (-$157.6K)
Filed 2026-10-20
Northwest Wealth Management, LLC
INCREASED
Shares1,502 from 1,358
Change+144 (+11%)
Value$493.4K (-$95.0K)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares1,501 from 1,275
Change+226 (+18%)
Value$493.1K (-$59.4K)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares1,500 from 1,424
Change+76 (+5%)
Value$492.8K (-$124.3K)
Filed 2026-10-14
ProCore Advisors, LLC
DECREASED
Shares1,500 from 1,546
Change-46 (-3%)
Value$492.8K (-$177.4K)
Filed 2026-10-14
Forbes J M & Co LLP
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$491.5K (-$156.8K)
Filed 2026-10-16
Winter & Associates, Inc.
DECREASED
Shares1,490 from 1,516
Change-26 (-2%)
Value$392.5K (-$264.4K)
Filed 2026-10-23
Galvin, Gaustad & Stein, LLC
INCREASED
Shares1,489 from 1,163
Change+326 (+28%)
Value$489.2K (-$14.8K)
Filed 2026-10-08
SilverOak Wealth Management LLC
UNCHANGED
Shares1,472 from 1,472
Change0 (0%)
Value$483.6K (-$154.3K)
Filed 2026-10-29
Carter Financial Group, Inc.
INCREASED
Shares1,465 from 1,431
Change+34 (+2%)
Value$481.8K (-$138.7K)
Filed 2026-10-21
Tanager Wealth Management LLP
INCREASED
Shares1,464 from 1,232
Change+232 (+19%)
Value$481.0K (-$52.9K)
Filed 2026-10-19
Bdfs Capital LLC
INCREASED
Shares1,460 from 1,384
Change+76 (+5%)
Value$479.6K (-$120.4K)
Filed 2026-10-14
Adell Harriman & Carpenter Inc
INCREASED
Shares1,446 from 1,410
Change+36 (+3%)
Value$475.0K (-$136.0K)
Filed 2026-11-02
SJS Investment Consulting Inc.
DECREASED
Shares1,440 from 1,754
Change-314 (-18%)
Value$472.9K (-$286.9K)
Filed 2026-10-26
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares1,439 from 1,434
Change+5 (+0%)
Value$473.2K (-$148.6K)
Filed 2026-11-05
Foronjy Financial LLC
DECREASED
Shares1,437 from 1,539
Change-102 (-7%)
Value$472.1K (-$194.9K)
Filed 2026-10-14
Sterling Financial Planning, Inc.
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$471.4K (-$150.4K)
Filed 2026-10-28
Latitude Advisors, LLC
DECREASED
Shares1,433 from 1,601
Change-168 (-10%)
Value$470.8K (-$223.0K)
Filed 2026-10-27
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares1,430 from 1,411
Change+19 (+1%)
Value$469.8K (-$141.7K)
Filed 2026-10-14
Wagner Wealth Management, LLC
DECREASED
Shares1,430 from 1,442
Change-12 (-1%)
Value$469.8K (-$155.1K)
Filed 2026-10-21
Breakwater Capital Group
INCREASED
Shares1,426 from 1,416
Change+10 (+1%)
Value$468.5K (-$145.1K)
Filed 2026-10-09
Blue Zone Wealth Advisors, LLC
INCREASED
Shares1,425 from 1,370
Change+55 (+4%)
Value$468.1K (-$125.5K)
Filed 2026-10-19
LightSquare Wealth Management, LLC
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$467.1K (-$149.1K)
Filed 2026-11-03
Insight Advisors, LLC/ PA
DECREASED
Shares1,405 from 1,430
Change-25 (-2%)
Value$461.7K (-$158.2K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
INCREASED
Shares1,404 from 328
Change+1,076 (+328%)
Value$461.2K (+$319.1K)
Filed 2026-10-13
Roberts Wealth Advisors, LLC
UNCHANGED
Shares1,401 from 1,401
Change0 (0%)
Value$460.2K (-$146.9K)
Filed 2026-10-14
PMG Family Office LLC
INCREASED
Shares1,396 from 1,389
Change+7 (+1%)
Value$459.1K (-$143.2K)
Filed 2026-10-19
1900 Wealth Management LLC
INCREASED
Shares1,392 from 861
Change+531 (+62%)
Value$457.3K (+$84.2K)
Filed 2026-10-13
PUREfi Wealth, LLC
INCREASED
Shares1,391 from 1,309
Change+82 (+6%)
Value$457.0K (-$110.3K)
Filed 2026-10-19
Dynamic Wealth Strategies, LLC
DECREASED
Shares1,384 from 1,393
Change-9 (-1%)
Value$454.7K (-$149.0K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares1,384 from 1,381
Change+3 (+0%)
Value$454.7K (-$143.8K)
Filed 2026-11-05
Grandview Asset Management LLC
INCREASED
Shares1,381 from 1,063
Change+318 (+30%)
Value$453.5K (-$24.4K)
Filed 2026-10-19
Verity & Verity, LLC
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$451.7K (-$144.1K)
Filed 2026-10-23
Jmac Enterprises LLC
UNCHANGED
Shares1,372 from 1,372
Change0 (0%)
Value$450.7K (-$143.8K)
Filed 2026-10-30
RVW Wealth, LLC
INCREASED
Shares1,365 from 1,340
Change+25 (+2%)
Value$448.4K (-$132.2K)
Filed 2026-10-06
Invested Advisors
DECREASED
Shares1,364 from 1,406
Change-42 (-3%)
Value$448.1K (-$161.2K)
Filed 2026-10-23
Sage Rhino Capital LLC
INCREASED
Shares1,354 from 1,352
Change+2 (+0%)
Value$444.8K (-$141.1K)
Filed 2026-10-28
Sutton Place Investors LLC
INCREASED
Shares1,345 from 1,319
Change+26 (+2%)
Value$441.8K (-$129.7K)
Filed 2026-10-20
Motive Wealth Advisors
DECREASED
Shares1,340 from 1,499
Change-159 (-11%)
Value$440.2K (-$209.4K)
Filed 2026-10-26
Atticus Wealth Management, LLC
INCREASED
Shares1,335 from 1,225
Change+110 (+9%)
Value$438.7K (-$91.9K)
Filed 2026-10-20
Fulcrum Equity Management
DECREASED
Shares1,333 from 1,681
Change-348 (-21%)
Value$437.9K (-$290.5K)
Filed 2026-10-21
Momentous Wealth Management, Inc.
INCREASED
Shares1,324 from 1,092
Change+232 (+21%)
Value$434.9K (-$38.2K)
Filed 2026-10-21
Equitable Trust Co
DECREASED
Shares1,319 from 1,378
Change-59 (-4%)
Value$433.3K (-$163.8K)
Filed 2026-10-13
Atwater Malick LLC
INCREASED
Shares1,318 from 1,208
Change+110 (+9%)
Value$433.0K (-$90.5K)
Filed 2026-10-15
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares1,314 from 1,816
Change-502 (-28%)
Value$431.7K (-$355.3K)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares1,313 from 661
Change+652 (+99%)
Value$431.5K (+$144.9K)
Filed 2026-11-05
Winthrop Advisory Group LLC
DECREASED
Shares1,312 from 1,352
Change-40 (-3%)
Value$431.4K (-$154.7K)
Filed 2026-10-22
Obermeyer Wealth Partners
DECREASED
Shares1,303 from 1,566
Change-263 (-17%)
Value$428.0K (-$250.5K)
Filed 2026-10-21
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares1,302 from 904
Change+398 (+44%)
Value$427.7K (+$36.0K)
Filed 2026-10-21
South Shore Capital Advisors
DECREASED
Shares1,302 from 1,322
Change-20 (-2%)
Value$427.7K (-$145.1K)
Filed 2026-10-20
Compass Wealth Management LLC
DECREASED
Shares1,300 from 1,410
Change-110 (-8%)
Value$427.1K (-$183.9K)
Filed 2026-10-22
Integrity Advisory Solutions, LLC
DECREASED
Shares1,300 from 1,302
Change-2 (0%)
Value$427.4K (-$137.2K)
Filed 2026-10-29
Isthmus Partners, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$427.1K (-$136.3K)
Filed 2026-10-21
Certified Advisory Corp
UNCHANGED
Shares1,298 from 1,298
Change0 (0%)
Value$426.2K (-$136.1K)
Filed 2026-10-29
Titleist Asset Management, LLC
INCREASED
Shares1,296 from 1,074
Change+222 (+21%)
Value$425.7K (-$39.6K)
Filed 2026-10-08
Ellis Investment Partners, LLC
INCREASED
Shares1,294 from 1,276
Change+18 (+1%)
Value$425.3K (-$127.7K)
Filed 2026-10-21
AMG National Trust Bank
DECREASED
Shares1,290 from 1,526
Change-236 (-15%)
Value$423.8K (-$237.5K)
Filed 2026-11-05
Endowment Wealth Management, Inc.
NEW
Shares1,286
Change+1,286
Value$422.5K
Filed 2026-11-03
Greenfield Savings Bank
INCREASED
Shares1,286 from 969
Change+317 (+33%)
Value$422.5K (+$2.6K)
Filed 2026-10-07
Live Oak Private Wealth LLC
INCREASED
Shares1,285 from 1,250
Change+35 (+3%)
Value$422.1K (-$119.5K)
Filed 2026-11-02
Frederick Financial Consultants, LLC
DECREASED
Shares1,282 from 1,348
Change-66 (-5%)
Value$421.0K (-$162.9K)
Filed 2026-10-29
Ninety One SA (PTY) Ltd
DECREASED
Shares1,281 from 3,525
Change-2,244 (-64%)
Value$417.5K (-$1.1M)
Filed 2026-10-15
Family Wealth Partners, LLC
INCREASED
Shares1,278 from 1,188
Change+90 (+8%)
Value$419.8K (-$95.0K)
Filed 2026-10-20
Fortitude Family Office, LLC
INCREASED
Shares1,278 from 1,212
Change+66 (+5%)
Value$419.8K (-$105.4K)
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,277 from 515
Change+762 (+148%)
Value$419.7K (+$196.5K)
Filed 2026-10-29
Kaufman Rossin Wealth, LLC
INCREASED
Shares1,277 from 992
Change+285 (+29%)
Value$419.3K (+$69.2K)
Filed 2026-10-19
Exchange Bank
DECREASED
Shares1,272 from 1,372
Change-100 (-7%)
Value$417.9K (-$176.7K)
Filed 2026-10-07
SoundView Advisors Inc.
DECREASED
Shares1,269 from 1,276
Change-7 (-1%)
Value$416.0K (-$136.0K)
Filed 2026-11-04
Verum Partners LLC
INCREASED
Shares1,264 from 837
Change+427 (+51%)
Value$415.3K (+$52.5K)
Filed 2026-10-21
St. Louis Financial Planners Asset Management, LLC
DECREASED
Shares1,258 from 12,368
Change-11,110 (-90%)
Value$340.7K (-$4.0M)
Filed 2026-10-16
Teamwork Financial Advisors, LLC
INCREASED
Shares1,255 from 855
Change+400 (+47%)
Value$412.3K (+$41.8K)
Filed 2026-10-19
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares1,251 from 1,116
Change+135 (+12%)
Value$411.4K (-$72.6K)
Filed 2026-11-02
Builder Investment Group Inc
DECREASED
Shares1,248 from 1,400
Change-152 (-11%)
Value$410.0K (-$196.7K)
Filed 2026-10-22
Vicus Capital
DECREASED
Shares1,245 from 1,844
Change-599 (-32%)
Value$409.1K (-$389.9K)
Filed 2026-11-05
Reynders McVeigh Capital Management, LLC
DECREASED
Shares1,243 from 1,324
Change-81 (-6%)
Value$408.5K (-$165.5K)
Filed 2026-10-30
Union Savings Bank
DECREASED
Shares1,242 from 1,302
Change-60 (-5%)
Value$408.0K (-$156.2K)
Filed 2026-10-14
Patten & Patten Inc
DECREASED
Shares1,239 from 1,240
Change-1 (0%)
Value$407.0K (-$130.3K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares1,238 from 1,083
Change+155 (+14%)
Value$406.7K (-$62.7K)
Filed 2026-11-04
Avaii Wealth Management, LLC
DECREASED
Shares1,238 from 1,286
Change-48 (-4%)
Value$430.2K (-$126.9K)
Filed 2026-10-09
Willow Creek Wealth Management Inc.
NEW
Shares1,233
Change+1,233
Value$405.1K
Filed 2026-10-26
Elevated Financial Group LLC
INCREASED
Shares1,233 from 1,223
Change+10 (+1%)
Value$405.1K (-$124.9K)
Filed 2026-10-16
Burton Enright Welch
NEW
Shares1,232
Change+1,232
Value$404.7K
Filed 2026-11-04
marrick wealth, LLC
INCREASED
Shares1,232 from 1,227
Change+5 (+0%)
Value$404.8K (-$126.9K)
Filed 2026-10-20
Thrive Capital Management, LLC
INCREASED
Shares1,230 from 1,087
Change+143 (+13%)
Value$404.0K (-$66.9K)
Filed 2026-10-28
Davidson Trust Co
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$402.4K (-$128.4K)
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares1,217 from 1,000
Change+217 (+22%)
Value$399.8K (-$33.6K)
Filed 2026-10-29
Axxion S.A.
INCREASED
Shares1,210 from 310
Change+900 (+290%)
Value$397.5K (+$263.2K)
Filed 2026-10-22
Toth Financial Advisory Corp
INCREASED
Shares1,210 from 1,179
Change+31 (+3%)
Value$397.5K (-$113.4K)
Filed 2026-10-08
Crown Wealth Group, LLC
INCREASED
Shares1,204 from 1,044
Change+160 (+15%)
Value$395.5K (-$56.9K)
Filed 2026-10-19
Allegheny Financial Group
DECREASED
Shares1,202 from 1,226
Change-24 (-2%)
Value$395.1K (-$136.4K)
Filed 2026-11-05
OceanIQ Capital, LLC
NEW
Shares1,199
Change+1,199
Value$361.0K
Filed 2026-10-19
Rosenberg Matthew Hamilton
INCREASED
Shares1,198 from 939
Change+259 (+28%)
Value$393.6K (-$13.3K)
Filed 2026-10-05
City Center Advisors, LLC
DECREASED
Shares1,195 from 1,761
Change-566 (-32%)
Value$392.6K (-$370.5K)
Filed 2026-10-08
Community Financial Services Group, LLC
DECREASED
Shares1,194 from 1,325
Change-131 (-10%)
Value$406.1K (-$112.3K)
Filed 2026-10-15
Carrera Capital Advisors
DECREASED
Shares1,188 from 1,299
Change-111 (-9%)
Value$390.8K (-$172.6K)
Filed 2026-11-03
United Community Bank
INCREASED
Shares1,187 from 966
Change+221 (+23%)
Value$389.9K (-$28.7K)
Filed 2026-10-28
BetterWealth, LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$388.8K (-$124.1K)
Filed 2026-10-15
Diligent Investors, LLC
INCREASED
Shares1,181 from 1,086
Change+95 (+9%)
Value$387.9K (-$82.6K)
Filed 2026-10-21
William John Sempolinski
DECREASED
Shares1,180 from 1,480
Change-300 (-20%)
Value$387.6K (-$253.7K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,175 from 1,893
Change-718 (-38%)
Value$386.0K (-$434.4K)
Filed 2026-11-04
Wealth Effects LLC
DECREASED
Shares1,173 from 1,325
Change-152 (-11%)
Value$385.2K (-$189.0K)
Filed 2026-10-23
First Financial Group Corp
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$385.2K (-$122.9K)
Filed 2026-10-22
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares1,171 from 1,152
Change+19 (+2%)
Value$384.6K (-$114.8K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
INCREASED
Shares1,153 from 1,051
Change+102 (+10%)
Value$378.9K (-$76.6K)
Filed 2026-10-26
Barings LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$376.5K (-$120.1K)
Filed 2026-10-22
Cottage Street Advisors LLC
DECREASED
Shares1,141 from 1,225
Change-84 (-7%)
Value$374.9K (-$156.0K)
Filed 2026-10-19
Bell Bank
INCREASED
Shares1,141 from 1,068
Change+73 (+7%)
Value$374.8K (-$88.0K)
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
DECREASED
Shares1,141 from 1,177
Change-36 (-3%)
Value$374.8K (-$135.2K)
Filed 2026-10-16
Beacon Capital Management, LLC
INCREASED
Shares1,140 from 982
Change+158 (+16%)
Value$374.5K (-$51.0K)
Filed 2026-10-23
Yoder Wealth Management, Inc.
INCREASED
Shares1,139 from 1,129
Change+10 (+1%)
Value$374.2K (-$115.1K)
Filed 2026-10-13
Andina Capital Management, LLC
INCREASED
Shares1,138 from 1,123
Change+15 (+1%)
Value$373.8K (-$112.8K)
Filed 2026-10-21
J. Derek Lewis & Associates Inc.
DECREASED
Shares1,128 from 1,393
Change-265 (-19%)
Value$370.7K (-$232.8K)
Filed 2026-11-03
Clark Asset Management, LLC
INCREASED
Shares1,126 from 1,122
Change+4 (+0%)
Value$369.9K (-$116.3K)
Filed 2026-10-19
CFC Planning Co LLC
DECREASED
Shares1,123 from 1,182
Change-59 (-5%)
Value$369.3K (-$142.9K)
Filed 2026-10-28
KFA Private Wealth Group, LLC
DECREASED
Shares1,122 from 1,451
Change-329 (-23%)
Value$368.6K (-$260.3K)
Filed 2026-10-07
Jm2 Capital Inc.
INCREASED
Shares1,120 from 1,089
Change+31 (+3%)
Value$367.9K (-$104.0K)
Filed 2026-10-14
Capstone Wealth Management, LLC
INCREASED
Shares1,117 from 733
Change+384 (+52%)
Value$366.9K (+$49.3K)
Filed 2026-11-02
Financial Enhancement Group LLC
INCREASED
Shares1,117 from 1,070
Change+47 (+4%)
Value$368.1K (-$95.6K)
Filed 2026-10-08
Collective Family Office LLC
DECREASED
Shares1,115 from 1,299
Change-184 (-14%)
Value$366.3K (-$196.6K)
Filed 2026-10-05
Gibraltar Capital Management, Inc.
INCREASED
Shares1,114 from 1,050
Change+64 (+6%)
Value$366.0K (-$89.1K)
Filed 2026-10-27
D.B. Root & Company, LLC
DECREASED
Shares1,107 from 1,242
Change-135 (-11%)
Value$363.7K (-$174.5K)
Filed 2026-11-04
Paragon Private Wealth Management, LLC
DECREASED
Shares1,103 from 2,719
Change-1,616 (-59%)
Value$362.4K (-$816.0K)
Filed 2026-10-20
AM Investment Strategies LLC
NEW
Shares1,102
Change+1,102
Value$362.0K
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares1,091 from 3,036
Change-1,945 (-64%)
Value$358.4K (-$957.2K)
Filed 2026-11-04
Jeppson Wealth Management, LLC
DECREASED
Shares1,091 from 1,096
Change-5 (0%)
Value$358.4K (-$116.5K)
Filed 2026-10-20
Covenant Asset Management, LLC
DECREASED
Shares1,090 from 1,350
Change-260 (-19%)
Value$358.1K (-$226.9K)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
DECREASED
Shares1,088 from 8,555
Change-7,467 (-87%)
Value$357.4K (-$3.3M)
Filed 2026-10-14
Warwick Investment Management, Inc.
INCREASED
Shares1,088 from 1,063
Change+25 (+2%)
Value$357.4K (-$103.2K)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares1,085 from 1,095
Change-10 (-1%)
Value$356.4K (-$118.1K)
Filed 2026-10-29
Centerpoint Advisors, LLC
INCREASED
Shares1,081 from 1,080
Change+1 (+0%)
Value$355.0K (-$113.0K)
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
DECREASED
Shares1,080 from 1,320
Change-240 (-18%)
Value$354.8K (-$217.2K)
Filed 2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares1,077 from 1,094
Change-17 (-2%)
Value$353.8K (-$120.3K)
Filed 2026-10-13
ROI Financial Advisors, LLC
INCREASED
Shares1,075 from 580
Change+495 (+85%)
Value$353.1K (+$104.4K)
Filed 2026-10-19
TFB Advisors LLC
INCREASED
Shares1,074 from 666
Change+408 (+61%)
Value$352.8K (+$64.2K)
Filed 2026-11-02
Waldron Private Wealth LLC
DECREASED
Shares1,064 from 1,181
Change-117 (-10%)
Value$349.9K (-$161.9K)
Filed 2026-11-02
Asset One Wealth Management LLC
DECREASED
Shares1,062 from 1,595
Change-533 (-33%)
Value$349.0K (-$186.1K)
Filed 2026-11-02
Synergy Asset Management, LLC
DECREASED
Shares1,057 from 38,091
Change-37,034 (-97%)
Value$347.2K (-$16.2M)
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,055 from 1,050
Change+5 (+0%)
Value$278.5K (-$92.4K)
Filed 2026-10-28
AGH Wealth Advisors, LLC
DECREASED
Shares1,054 from 1,225
Change-171 (-14%)
Value$346.3K (-$184.6K)
Filed 2026-10-26
Verde Capital Management
DECREASED
Shares1,052 from 1,061
Change-9 (-1%)
Value$345.9K (-$113.9K)
Filed 2026-10-28
LifeSteps Financial, Inc.
DECREASED
Shares1,048 from 1,131
Change-83 (-7%)
Value$344.2K (-$145.9K)
Filed 2026-10-15
Washington Trust Co
DECREASED
Shares1,046 from 1,060
Change-14 (-1%)
Value$343.6K (-$115.7K)
Filed 2026-10-22
Puff Wealth Management, LLC
INCREASED
Shares1,040 from 858
Change+182 (+21%)
Value$341.8K (-$30.0K)
Filed 2026-10-07
Financial Partners Group, Inc
INCREASED
Shares1,039 from 1,038
Change+1 (+0%)
Value$341.3K (-$108.7K)
Filed 2026-10-19
Salvus Wealth Management, LLC
DECREASED
Shares1,032 from 1,095
Change-63 (-6%)
Value$339.0K (-$135.5K)
Filed 2026-10-13
Navigate Wealth Management, LLC
INCREASED
Shares1,031 from 1,030
Change+1 (+0%)
Value$328.7K (+$6.0K)
Filed 2026-10-14
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$338.4K (-$108.0K)
Filed 2026-10-19
Stevens Capital Partners
INCREASED
Shares1,029 from 687
Change+342 (+50%)
Value$338.1K (+$40.4K)
Filed 2026-10-29
Mindset Wealth Management, LLC
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$337.5K (-$107.5K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
INCREASED
Shares1,026 from 1,013
Change+13 (+1%)
Value$336.9K (-$101.9K)
Filed 2026-10-20
Stablepoint Partners, LLC
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$335.7K (-$107.1K)
Filed 2026-11-03
Tenzing Financial LLC
INCREASED
Shares1,020 from 1,018
Change+2 (+0%)
Value$277.7K (-$78.9K)
Filed 2026-11-03
Essential Planning, Llc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$335.1K (-$106.9K)
Filed 2026-10-21
Mainsail Asset Management, LLC
DECREASED
Shares1,019 from 1,234
Change-215 (-17%)
Value$340.1K (-$46.4K)
Filed 2026-10-14
Summit Asset Management, LLC
INCREASED
Shares1,019 from 980
Change+39 (+4%)
Value$334.8K (-$89.9K)
Filed 2026-11-05
J. Team Financial, Inc.
DECREASED
Shares1,018 from 1,037
Change-19 (-2%)
Value$334.4K (-$115.1K)
Filed 2026-11-03
DB&C Advisors, LLC
INCREASED
Shares1,018 from 1,017
Change+1 (+0%)
Value$334.5K (-$106.4K)
Filed 2026-10-26
Argentarii, LLC
INCREASED
Shares1,015 from 973
Change+42 (+4%)
Value$333.5K (+$30.4K)
Filed 2026-10-28
Nautilus Advisors LLC
DECREASED
Shares1,013 from 1,123
Change-110 (-10%)
Value$332.8K (-$60.8K)
Filed 2026-10-07
Cherrydale Wealth Management, LLC
DECREASED
Shares1,008 from 1,009
Change-1 (0%)
Value$331.1K (-$106.1K)
Filed 2026-10-20
Madson Wealth Advisors Inc
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$331.1K (-$105.7K)
Filed 2026-10-13
Berman McAleer LLC
DECREASED
Shares1,005 from 1,008
Change-3 (0%)
Value$330.1K (-$106.6K)
Filed 2026-10-16
Twelve Points Wealth Management LLC
DECREASED
Shares1,000 from 1,185
Change-185 (-16%)
Value$239.1K (-$274.4K)
Filed 2026-11-03
Compass Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$328.5K (-$104.8K)
Filed 2026-10-30
KTF Investments, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$328.5K (-$104.8K)
Filed 2026-10-23
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$328.5K (-$104.8K)
Filed 2026-11-03
University of Texas S AM Investment Management Co
DECREASED
Shares999 from 2,425
Change-1,426 (-59%)
Value$328.2K (-$722.6K)
Filed 2026-11-03
Market Street Wealth Management Advisors LLC
INCREASED
Shares998 from 936
Change+62 (+7%)
Value$327.9K (-$77.7K)
Filed 2026-10-09
DeDora Capital, Inc.
DECREASED
Shares997 from 3,148
Change-2,151 (-68%)
Value$327.5K (-$1.0M)
Filed 2026-10-26
JFS Wealth Advisors, LLC
DECREASED
Shares996 from 1,019
Change-23 (-2%)
Value$327.2K (-$114.4K)
Filed 2026-11-03
Langley Wealth Management, LLC
DECREASED
Shares993 from 1,075
Change-82 (-8%)
Value$326.3K (-$139.5K)
Filed 2026-11-04
Foguth Wealth Management, Llc.
INCREASED
Shares992 from 951
Change+41 (+4%)
Value$261.9K (-$29.9K)
Filed 2026-10-19
S.A. Mason LLC
INCREASED
Shares984 from 936
Change+48 (+5%)
Value$323.3K (-$82.3K)
Filed 2026-10-13
Embree Financial Group
DECREASED
Shares983 from 1,028
Change-45 (-4%)
Value$322.9K (-$122.5K)
Filed 2026-10-22
Hartline Investment Corp/
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$320.3K (-$102.2K)
Filed 2026-10-29
Aviso Wealth Management
INCREASED
Shares973 from 758
Change+215 (+28%)
Value$319.6K (-$8.8K)
Filed 2026-11-04
Advisor Resource Council
INCREASED
Shares972 from 961
Change+11 (+1%)
Value$336.1K (-$413)
Filed 2026-11-05
Mosley Wealth Management
DECREASED
Shares966 from 1,002
Change-36 (-4%)
Value$268.1K (-$166.2K)
Filed 2026-10-16
LifeWealth Investments, LLC
DECREASED
Shares965 from 1,269
Change-304 (-24%)
Value$317.1K (-$232.8K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares965 from 954
Change+11 (+1%)
Value$317.0K (-$96.4K)
Filed 2026-10-09
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares963 from 6,540
Change-5,577 (-85%)
Value$316.4K (-$2.5M)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares962 from 2,902
Change-1,940 (-67%)
Value$316.0K (-$941.5K)
Filed 2026-10-14
LifePlan Financial, LLC
DECREASED
Shares959 from 1,144
Change-185 (-16%)
Value$307.4K (-$188.3K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares958 from 749
Change+209 (+28%)
Value$314.7K (-$9.9K)
Filed 2026-10-13
Innova Wealth Partners
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$314.7K (-$100.4K)
Filed 2026-10-21
Kennebec Savings Bank
INCREASED
Shares956 from 128
Change+828 (+647%)
Value$314.1K (+$258.6K)
Filed 2026-10-22
Evexia Wealth LLC
DECREASED
Shares947 from 963
Change-16 (-2%)
Value$224.9K (-$59.0K)
Filed 2026-11-05
Benin Management Corp
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$310.4K (-$99.1K)
Filed 2026-10-22
Invenio Wealth Partners LLC
DECREASED
Shares944 from 960
Change-16 (-2%)
Value$310.1K (-$105.9K)
Filed 2026-10-20
Stone Wealth Partners
DECREASED
Shares942 from 4,137
Change-3,195 (-77%)
Value$307.3K (-$1.5M)
Filed 2026-11-05
Biltmore Wealth Management, LLC
INCREASED
Shares941 from 940
Change+1 (+0%)
Value$309.1K (-$98.3K)
Filed 2026-10-09
DT Investment Partners, LLC
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$308.8K (-$98.5K)
Filed 2026-10-27
Beverly Hills Private Wealth, LLC
INCREASED
Shares935 from 713
Change+222 (+31%)
Value$307.2K (-$1.8K)
Filed 2026-11-04
Tenet Wealth Partners, LLC
INCREASED
Shares932 from 920
Change+12 (+1%)
Value$306.2K (+$37.9K)
Filed 2026-10-19
Kozak & Associates, Inc.
INCREASED
Shares932 from 930
Change+2 (+0%)
Value$236.6K (-$127.4K)
Filed 2026-10-29
Phillips Financial Management, LLC
DECREASED
Shares931 from 1,001
Change-70 (-7%)
Value$305.8K (-$127.9K)
Filed 2026-10-19
DecisionMap Wealth Management, LLC
INCREASED
Shares931 from 893
Change+38 (+4%)
Value$305.8K (-$81.1K)
Filed 2026-10-29
Peoples Bank
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$305.8K (-$97.6K)
Filed 2026-10-26
Philadelphia Trust Co
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$306.0K (-$97.0K)
Filed 2026-11-05
Lakeshore Capital Group, Inc.
INCREASED
Shares928 from 915
Change+13 (+1%)
Value$305.0K (-$91.6K)
Filed 2026-10-20
Advisory Advocates, LLC
DECREASED
Shares925 from 937
Change-12 (-1%)
Value$303.7K (-$102.3K)
Filed 2026-11-05
Hill Island Financial LLC
DECREASED
Shares924 from 954
Change-30 (-3%)
Value$303.5K (-$109.9K)
Filed 2026-10-20
Davidson Investment Advisors
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$303.5K (-$96.9K)
Filed 2026-10-20
Bay Harbor Wealth Management, LLC
DECREASED
Shares917 from 998
Change-81 (-8%)
Value$301.5K (-$130.9K)
Filed 2026-11-03
Guardian Financial Partners, LLC
INCREASED
Shares912 from 911
Change+1 (+0%)
Value$299.6K (-$95.3K)
Filed 2026-11-04
Revisor Wealth Management LLC
INCREASED
Shares911 from 692
Change+219 (+32%)
Value$253.3K (-$46.7K)
Filed 2026-10-20
Independence Bank of Kentucky
INCREASED
Shares910 from 885
Change+25 (+3%)
Value$298.9K (-$84.6K)
Filed 2026-10-26
Ascent Wealth Partners, LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$298.9K (-$95.4K)
Filed 2026-10-23
Costello Asset Management, Inc
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$298.9K (-$95.4K)
Filed 2026-10-30
Able Financial Group, LLC
DECREASED
Shares902 from 960
Change-58 (-6%)
Value$296.3K (-$119.7K)
Filed 2026-10-14
Stewardship Advisors, LLC
INCREASED
Shares901 from 758
Change+143 (+19%)
Value$296.0K (-$32.5K)
Filed 2026-10-20
Leslie Global Wealth, LLC
DECREASED
Shares899 from 976
Change-77 (-8%)
Value$295.3K (-$127.6K)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares895 from 940
Change-45 (-5%)
Value$294.0K (-$113.3K)
Filed 2026-10-23
Emprise Bank
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$292.4K (-$93.3K)
Filed 2026-10-07
Malaga Cove Capital, LLC
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$290.7K (-$92.8K)
Filed 2026-10-23
Luts & Greenleigh Group, Inc.
DECREASED
Shares882 from 887
Change-5 (-1%)
Value$289.6K (-$94.6K)
Filed 2026-11-05
Waystone Advisors LLC
DECREASED
Shares880 from 887
Change-7 (-1%)
Value$381.3K (-$3.0K)
Filed 2026-10-16
Rise Advisors, LLC
INCREASED
Shares873 from 779
Change+94 (+12%)
Value$286.7K (-$50.8K)
Filed 2026-10-16
Unique Wealth, LLC
INCREASED
Shares872 from 591
Change+281 (+48%)
Value$286.5K (+$30.4K)
Filed 2026-10-16
E6 Portfolios, LLC
DECREASED
Shares872 from 876
Change-4 (0%)
Value$286.6K (-$93.2K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED
Shares868 from 863
Change+5 (+1%)
Value$285.3K (-$88.7K)
Filed 2026-10-23
1620 Investment Advisors, Inc.
INCREASED
Shares866 from 491
Change+375 (+76%)
Value$284.3K (+$71.6K)
Filed 2026-11-04
Hidden Cove Wealth Management, LLC
DECREASED
Shares866 from 924
Change-58 (-6%)
Value$284.5K (-$115.9K)
Filed 2026-10-19
Cordoba Advisory Partners LLC
DECREASED
Shares864 from 871
Change-7 (-1%)
Value$284.1K (-$93.5K)
Filed 2026-10-19
J.M. Arbour, LLC
INCREASED
Shares863 from 825
Change+38 (+5%)
Value$283.5K (-$74.0K)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares862 from 534
Change+328 (+61%)
Value$283.3K (+$52.1K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$282.5K (-$90.1K)
Filed 2026-11-02
Omnitrust Wealth Management, Inc
NEW
Shares858
Change+858
Value$281.9K
Filed 2026-11-02
Park Capital Management, LLC / WI
DECREASED
Shares858 from 6,027
Change-5,169 (-86%)
Value$281.8K (-$2.3M)
Filed 2026-10-13
Intergy Private Wealth, LLC
DECREASED
Shares857 from 900
Change-43 (-5%)
Value$281.5K (-$108.5K)
Filed 2026-10-16
Principle Wealth Partners LLC
DECREASED
Shares855 from 900
Change-45 (-5%)
Value$281.0K (-$109.2K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares852 from 780
Change+72 (+9%)
Value$279.9K (-$58.1K)
Filed 2026-10-26
Birch Financial Group, LLC
NEW
Shares851
Change+851
Value$279.6K
Filed 2026-10-27
F&V Capital Management, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$279 (-$367.7K)
Filed 2026-10-19
Montz Harcus Wealth Management LLC
DECREASED
Shares846 from 939
Change-93 (-10%)
Value$277.8K (-$129.1K)
Filed 2026-10-09
Mayfair Advisory Group, LLC
DECREASED
Shares846 from 875
Change-29 (-3%)
Value$277.9K (+$10.9K)
Filed 2026-10-20
RBA Wealth Management, LLC
NEW
Shares845
Change+845
Value$277.6K
Filed 2026-10-28
Realta Investment Advisors
DECREASED
Shares844 from 862
Change-18 (-2%)
Value$277.3K (-$96.3K)
Filed 2026-10-14
RHS Financial, LLC
NEW
Shares842
Change+842
Value$276.6K
Filed 2026-10-13
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares841 from 851
Change-10 (-1%)
Value$276.1K (-$92.8K)
Filed 2026-11-04
CenterStar Asset Management, LLC
NEW
Shares840
Change+840
Value$276.7K
Filed 2026-10-09
Provident Investment Management, Inc.
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$275.9K (-$88.0K)
Filed 2026-10-23
North Capital, Inc.
DECREASED
Shares835 from 922
Change-87 (-9%)
Value$251.4K (-$148.1K)
Filed 2026-10-16
Ledyard National Bank
INCREASED
Shares828 from 755
Change+73 (+10%)
Value$272.0K (-$55.2K)
Filed 2026-10-21
August Group Capital Ltd
DECREASED
Shares826 from 844
Change-18 (-2%)
Value$271.0K (-$94.3K)
Filed 2026-10-14
Reyes Financial Architecture, Inc.
DECREASED
Shares825 from 1,037
Change-212 (-20%)
Value$271.0K (-$178.3K)
Filed 2026-10-22
Turning Point Benefit Group, Inc.
DECREASED
Shares825 from 913
Change-88 (-10%)
Value$280.6K (-$110.8K)
Filed 2026-10-28
Lynx Capital Group LTD
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$270.4K (-$86.3K)
Filed 2026-11-04
City State Bank
INCREASED
Shares820 from 680
Change+140 (+21%)
Value$269.4K (-$25.3K)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$269.4K (-$86.0K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
INCREASED
Shares817 from 695
Change+122 (+18%)
Value$268.4K (-$32.8K)
Filed 2026-11-03
Welch & Forbes LLC
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$268.4K (-$85.6K)
Filed 2026-11-04
Alchemi Wealth, LLC
DECREASED
Shares813 from 839
Change-26 (-3%)
Value$267.1K (-$96.6K)
Filed 2026-11-04
Holos Integrated Wealth LLC
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$220.5K (-$43.7K)
Filed 2026-10-23
Haven Private, LLC
INCREASED
Shares805 from 790
Change+15 (+2%)
Value$264.5K (-$77.9K)
Filed 2026-10-27
Echo45 Advisors LLC
INCREASED
Shares803 from 783
Change+20 (+3%)
Value$263.8K (-$75.5K)
Filed 2026-10-07
TFC Financial Management, Inc.
INCREASED
Shares801 from 493
Change+308 (+62%)
Value$263.1K (+$49.5K)
Filed 2026-10-26
Global Trust Wealth Management LLC
DECREASED
Shares800 from 805
Change-5 (-1%)
Value$262.8K (-$86.0K)
Filed 2026-10-14
Dudley Capital Management, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$262.8K (-$83.9K)
Filed 2026-10-23
A4 Wealth Advisors LLC
DECREASED
Shares799 from 811
Change-12 (-1%)
Value$262.5K (-$89.0K)
Filed 2026-10-20
Augustine Asset Management Inc
INCREASED
Shares797 from 466
Change+331 (+71%)
Value$261.8K (+$59.9K)
Filed 2026-10-13
Crescent Sterling, Ltd.
NEW
Shares795
Change+795
Value$261.2K
Filed 2026-10-16
MN Wealth Advisors, LLC
DECREASED
Shares788 from 864
Change-76 (-9%)
Value$258.9K (-$115.9K)
Filed 2026-10-23
JGP Global Gestao de Recursos Ltda.
NEW
Shares787
Change+787
Value$258.5K
Filed 2026-10-16
AMI Investment Management Inc
NEW
Shares787
Change+787
Value$258.5K
Filed 2026-10-27
Bingham Private Wealth, LLC
INCREASED
Shares784 from 592
Change+192 (+32%)
Value$257.6K (+$879)
Filed 2026-11-05
First Interstate Bank
DECREASED
Shares780 from 805
Change-25 (-3%)
Value$256.2K (-$92.6K)
Filed 2026-10-23
Detalus Advisors, LLC
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$256.4K (-$81.8K)
Filed 2026-10-15
Semus Wealth Partners LLC
DECREASED
Shares776 from 820
Change-44 (-5%)
Value$254.8K (-$100.3K)
Filed 2026-10-22
Ashurst Perkins Coie Trust Co
INCREASED
Shares771 from 750
Change+21 (+3%)
Value$253.3K (-$71.7K)
Filed 2026-10-15
San Luis Wealth Advisors LLC
DECREASED
Shares770 from 805
Change-35 (-4%)
Value$253.0K (-$95.9K)
Filed 2026-10-27
Landaas & Co
INCREASED
Shares770 from 739
Change+31 (+4%)
Value$253.0K (-$67.3K)
Filed 2026-10-29
Fonville Wealth Management LLC
INCREASED
Shares769 from 701
Change+68 (+10%)
Value$252.6K (-$51.1K)
Filed 2026-10-28
Accel Wealth Management
DECREASED
Shares769 from 797
Change-28 (-4%)
Value$252.7K (-$92.7K)
Filed 2026-10-13
Seamount Financial Group Inc
UNCHANGED
Shares768 from 768
Change0 (0%)
Value$252.3K (-$80.5K)
Filed 2026-10-21
Sierra Ocean, LLC
DECREASED
Shares766 from 841
Change-75 (-9%)
Value$251.7K (-$112.8K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED
Shares760 from 764
Change-4 (-1%)
Value$249.5K (-$81.6K)
Filed 2026-10-13
Grange Capital, LLC
INCREASED
Shares760 from 759
Change+1 (+0%)
Value$249.7K (-$79.4K)
Filed 2026-10-20
Washington Trust Advisors, Inc.
INCREASED
Shares759 from 650
Change+109 (+17%)
Value$249.3K (-$32.3K)
Filed 2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares758
Change+758
Value$249.0K
Filed 2026-10-28
Balance Wealth Partners LLC
DECREASED
Shares756 from 799
Change-43 (-5%)
Value$248.3K (-$97.8K)
Filed 2026-10-27
Eagle Bay Advisors LLC
INCREASED
Shares752 from 668
Change+84 (+13%)
Value$247.4K (-$42.4K)
Filed 2026-10-16
Crumly & Associates Inc.
NEW
Shares747
Change+747
Value$245.4K
Filed 2026-10-07
Global Strategic Investment Solutions, LLC
INCREASED
Shares747 from 722
Change+25 (+3%)
Value$245.4K (-$67.5K)
Filed 2026-10-16
Veery Capital, LLC
DECREASED
Shares746 from 755
Change-9 (-1%)
Value$245.1K (-$82.1K)
Filed 2026-10-07
James Hambro & Partners LLP
DECREASED
Shares741 from 1,119
Change-378 (-34%)
Value$243.5K (-$241.5K)
Filed 2026-10-19
Manchester Financial Inc
DECREASED
Shares741 from 885
Change-144 (-16%)
Value$243.3K (-$140.2K)
Filed 2026-10-15
Veltria Advisors Corp.
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$243.1K (-$77.6K)
Filed 2026-11-05
Arthur M. Cohen & Associates, LLC
INCREASED
Shares735 from 660
Change+75 (+11%)
Value$241.5K (-$44.5K)
Filed 2026-10-26
Opinicus Capital, Inc.
INCREASED
Shares732 from 557
Change+175 (+31%)
Value$240.6K (-$776)
Filed 2026-10-28
Bluedoor Private Wealth, LLC
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$240.5K (-$76.7K)
Filed 2026-11-05
Instrumental Wealth, LLC
INCREASED
Shares728 from 684
Change+44 (+6%)
Value$239.1K (-$57.5K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
DECREASED
Shares721 from 864
Change-143 (-17%)
Value$236.9K (-$137.5K)
Filed 2026-10-20
Ironwood Financial, llc
DECREASED
Shares720 from 735
Change-15 (-2%)
Value$236.5K (-$6.0K)
Filed 2026-10-20
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$236.5K (-$75.5K)
Filed 2026-10-23
Seros Financial, LLC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$236.5K (-$75.5K)
Filed 2026-10-21
Thompson Davis & Co., Inc.
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$236.5K (-$75.5K)
Filed 2026-11-05
Bellecapital International Ltd.
NEW
Shares719
Change+719
Value$236.2K
Filed 2026-10-21
Vilga Financial Planning LLC
INCREASED
Shares717 from 677
Change+40 (+6%)
Value$235.5K (-$57.8K)
Filed 2026-10-09
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares716 from 705
Change+11 (+2%)
Value$235.2K (-$70.3K)
Filed 2026-10-08
First United Bank & Trust
DECREASED
Shares716 from 720
Change-4 (-1%)
Value$235.2K (-$76.8K)
Filed 2026-10-22
Kitching Partners, LLC
INCREASED
Shares714 from 516
Change+198 (+38%)
Value$234.6K (+$11.0K)
Filed 2026-11-02
Horizon Wealth Management, LLC
INCREASED
Shares714 from 713
Change+1 (+0%)
Value$234.4K (-$74.6K)
Filed 2026-11-02
Chris Bulman Inc
INCREASED
Shares711 from 695
Change+16 (+2%)
Value$233.6K (-$67.6K)
Filed 2026-10-20
Greenwood Gearhart LLC
DECREASED
Shares707 from 800
Change-93 (-12%)
Value$232.3K (-$114.4K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares706 from 626
Change+80 (+13%)
Value$232.0K (-$39.1K)
Filed 2026-11-02
Summit Place Financial Advisors, LLC
DECREASED
Shares705 from 970
Change-265 (-27%)
Value$231.6K (-$188.7K)
Filed 2026-10-23
Rainier Family Wealth Inc
INCREASED
Shares705 from 646
Change+59 (+9%)
Value$231.6K (-$48.3K)
Filed 2026-11-02
Capital Investment Counsel, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$231.6K (-$73.9K)
Filed 2026-10-14
Corps Capital Advisors, LLC
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$231.6K (-$73.9K)
Filed 2026-11-05
Rubicon Advisors, GP
DECREASED
Shares703 from 713
Change-10 (-1%)
Value$230.9K (-$78.0K)
Filed 2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED
Shares703 from 702
Change+1 (+0%)
Value$243.4K (-$77.4K)
Filed 2026-10-19
Eiger Wealth Management, LLC
NEW
Shares701
Change+701
Value$230.3K
Filed 2026-11-03
Capstone Capital LLC
DECREASED
Shares701 from 702
Change-1 (0%)
Value$230.3K (-$73.9K)
Filed 2026-10-14
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$230.0K (-$73.4K)
Filed 2026-10-23
Values Added Financial LLC
DECREASED
Shares699 from 709
Change-10 (-1%)
Value$229.6K (-$77.6K)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
DECREASED
Shares696 from 1,057
Change-361 (-34%)
Value$228.7K (-$229.4K)
Filed 2026-10-23
Intrua Financial, LLC
DECREASED
Shares696 from 818
Change-122 (-15%)
Value$228.6K (-$125.7K)
Filed 2026-10-28
Wiser Wealth Management, Inc
INCREASED
Shares690 from 614
Change+76 (+12%)
Value$226.7K (-$39.4K)
Filed 2026-10-14
Kanawha Capital Management LLC
DECREASED
Shares689 from 719
Change-30 (-4%)
Value$226.3K (-$85.2K)
Filed 2026-10-19
Focused Wealth Management, Inc
INCREASED
Shares685 from 543
Change+142 (+26%)
Value$224.9K (-$10.5K)
Filed 2026-10-30
Heritage Wealth Management, Inc.
DECREASED
Shares684 from 703
Change-19 (-3%)
Value$224.7K (-$79.9K)
Filed 2026-10-27
ZWJ Investment Counsel Inc
DECREASED
Shares679 from 1,764
Change-1,085 (-62%)
Value$223.1K (-$541.3K)
Filed 2026-10-15
Amplius Wealth Advisors, LLC
INCREASED
Shares678 from 576
Change+102 (+18%)
Value$222.8K (-$26.9K)
Filed 2026-10-20
Summit Investment Advisors, Inc.\KS
INCREASED
Shares675 from 655
Change+20 (+3%)
Value$221.9K (-$62.0K)
Filed 2026-11-05
Lee Financial Co
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$221.0K (-$70.2K)
Filed 2026-10-16
Independent Wealth Network Inc.
DECREASED
Shares669 from 680
Change-11 (-2%)
Value$219.8K (-$74.9K)
Filed 2026-10-19
BXM Wealth LLC
NEW
Shares666
Change+666
Value$218.6K
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED
Shares666 from 711
Change-45 (-6%)
Value$218.8K (-$89.3K)
Filed 2026-10-19
Lavelle Capital LP
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$218.8K (-$69.8K)
Filed 2026-11-03
ACT Advisors, Llc.
INCREASED
Shares664 from 624
Change+40 (+6%)
Value$218.0K (-$52.2K)
Filed 2026-10-15
Cascade Investment Group, Inc.
DECREASED
Shares663 from 708
Change-45 (-6%)
Value$217.8K (-$89.0K)
Filed 2026-10-13
Tilia Fiduciary Partners, Inc.
DECREASED
Shares662 from 820
Change-158 (-19%)
Value$217.5K (-$137.9K)
Filed 2026-10-09
Royal Harbor Partners, LLC
INCREASED
Shares661 from 657
Change+4 (+1%)
Value$217.1K (-$67.6K)
Filed 2026-10-29
LifeGoal Investments, LLC
NEW
Shares654
Change+654
Value$214.8K
Filed 2026-10-09
Heck Capital Advisors, LLC
NEW
Shares650
Change+650
Value$213.6K
Filed 2026-10-14
Bell Investment Advisors, Inc
DECREASED
Shares646 from 651
Change-5 (-1%)
Value$212.2K (-$69.9K)
Filed 2026-10-29
BNC Wealth Management, LLC
INCREASED
Shares643 from 482
Change+161 (+33%)
Value$211.2K (+$2.4K)
Filed 2026-10-19
Saxony Capital Management, LLC
INCREASED
Shares640 from 613
Change+27 (+4%)
Value$210.4K (-$55.3K)
Filed 2026-10-15
EnRich Financial Partners LLC
INCREASED
Shares640 from 624
Change+16 (+3%)
Value$210.2K (-$60.2K)
Filed 2026-10-21
Guardian Partners Inc.
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$210.2K (-$67.1K)
Filed 2026-10-21
Vivid Wealth Management, LLC
INCREASED
Shares637 from 619
Change+18 (+3%)
Value$209.3K (-$59.0K)
Filed 2026-10-27
HCR Wealth Advisors
NEW
Shares636
Change+636
Value$209.1K
Filed 2026-10-15
True Wealth Design, LLC
DECREASED
Shares636 from 667
Change-31 (-5%)
Value$208.9K (-$80.1K)
Filed 2026-10-13
PFW Advisors LLC
INCREASED
Shares635 from 614
Change+21 (+3%)
Value$208.6K (-$57.5K)
Filed 2026-10-07
Midwest Financial Group LLC
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$208.6K (-$66.6K)
Filed 2026-10-15
Souders Financial Advisors
DECREASED
Shares632 from 701
Change-69 (-10%)
Value$207.6K (-$96.2K)
Filed 2026-11-03
Brown Wealth Management, LLC
INCREASED
Shares632 from 565
Change+67 (+12%)
Value$207.6K (-$37.2K)
Filed 2026-10-20
Spectrum Advisors, Inc.
DECREASED
Shares631 from 640
Change-9 (-1%)
Value$207.3K (-$70.0K)
Filed 2026-11-03
Athena Wealth Management, LLC
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$205.9K (-$65.7K)
Filed 2026-10-09
MFA Wealth Advisors, LLC
INCREASED
Shares626 from 621
Change+5 (+1%)
Value$205.6K (-$63.5K)
Filed 2026-10-07
Sacks & Associates, LLC
NEW
Shares625
Change+625
Value$205.4K
Filed 2026-10-09
FF Advisors,LLC
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$205.0K (-$65.4K)
Filed 2026-10-21
Hennessy Advisors Inc
DECREASED
Shares622 from 9,424
Change-8,802 (-93%)
Value$204.3K (-$3.9M)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares622 from 479
Change+143 (+30%)
Value$204.4K (-$3.2K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$203.7K (-$65.0K)
Filed 2026-10-13
Baron Wealth Management LLC
INCREASED
Shares617 from 601
Change+16 (+3%)
Value$202.7K (-$57.7K)
Filed 2026-10-27
Summit Financial Wealth Advisors, LLC
DECREASED
Shares615 from 645
Change-30 (-5%)
Value$202.0K (-$77.5K)
Filed 2026-10-15
Abner Herrman & Brock LLC
INCREASED
Shares612 from 540
Change+72 (+13%)
Value$201 (-$33)
Filed 2026-10-20
MRA Advisory Group
DECREASED
Shares610 from 639
Change-29 (-5%)
Value$200.4K (-$76.5K)
Filed 2026-10-07
Powers Advisory Group, LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$200.1K (-$63.7K)
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares604 from 701
Change-97 (-14%)
Value$198.4K (-$105.3K)
Filed 2026-10-30
Citizens National Bank Trust Department
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$198.1K (-$63.2K)
Filed 2026-11-04
Covestor Ltd
INCREASED
Shares582 from 575
Change+7 (+1%)
Value$191 (-$249.8K)
Filed 2026-10-30
Richardson Financial Services Inc.
INCREASED
Shares576 from 125
Change+451 (+361%)
Value$189.2K (+$135.1K)
Filed 2026-10-30
CRA Financial Services, LLC
INCREASED
Shares569 from 543
Change+26 (+5%)
Value$186.8K (-$48.5K)
Filed 2026-10-16
Rational Advisors, Inc.
INCREASED
Shares556 from 470
Change+86 (+18%)
Value$182.7K (-$21.0K)
Filed 2026-11-02
City Holding Co
INCREASED
Shares553 from 535
Change+18 (+3%)
Value$181.7K (-$50.2K)
Filed 2026-10-19
Ares Financial Consulting, LLC
INCREASED
Shares551 from 530
Change+21 (+4%)
Value$181.0K (-$48.7K)
Filed 2026-10-19
Strategic Advocates LLC
INCREASED
Shares550 from 250
Change+300 (+120%)
Value$180.7K (+$72.3K)
Filed 2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$180.7K (-$57.7K)
Filed 2026-10-28
Hager Investment Management Services, LLC
DECREASED
Shares545 from 550
Change-5 (-1%)
Value$179.0K (-$59.3K)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares521 from 1,564
Change-1,043 (-67%)
Value$171.2K (-$506.6K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
INCREASED
Shares517 from 514
Change+3 (+1%)
Value$169.8K (-$52.9K)
Filed 2026-10-27
Valued Wealth Advisors LLC
DECREASED
Shares514 from 630
Change-116 (-18%)
Value$169.2K (-$104.1K)
Filed 2026-11-05
Jcic Asset Management Inc.
NEW
Shares511
Change+511
Value$167.9K
Filed 2026-10-30
Tradewinds Capital Management, LLC
INCREASED
Shares510 from 500
Change+10 (+2%)
Value$167.5K (-$49.1K)
Filed 2026-10-23
Roxbury Financial LLC
INCREASED
Shares503 from 502
Change+1 (+0%)
Value$165.1K (-$52.6K)
Filed 2026-10-01
Robbins Farley
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$164.3K (-$52.4K)
Filed 2026-10-21
Vaquero Private Wealth, LTD
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$164.3K (-$52.4K)
Filed 2026-10-27
Reap Financial Group, LLC
INCREASED
Shares491 from 435
Change+56 (+13%)
Value$161.2K (-$27.1K)
Filed 2026-11-02
Bangor Savings Bank
INCREASED
Shares485 from 435
Change+50 (+11%)
Value$159.3K (-$29.2K)
Filed 2026-10-06
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$208.4K ($0)
Filed 2026-11-03
Payden & Rygel
NEW
Shares480
Change+480
Value$158
Filed 2026-10-28
North Point Portfolio Managers Corp
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$157.8K (-$50.2K)
Filed 2026-10-07
Sunrise Financial Services, LLC
INCREASED
Shares472 from 452
Change+20 (+4%)
Value$155.1K (-$40.8K)
Filed 2026-10-21
West Paces Advisors Inc.
DECREASED
Shares464 from 469
Change-5 (-1%)
Value$152.4K (-$50.8K)
Filed 2026-10-13
FNY Investment Advisers, LLC
DECREASED
Shares453 from 4,000
Change-3,547 (-89%)
Value$148 (-$1.6K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
NEW
Shares430
Change+430
Value$141.3K
Filed 2026-10-21
Country Trust Bank
INCREASED
Shares428 from 423
Change+5 (+1%)
Value$140.6K (-$42.7K)
Filed 2026-10-30
Atwood & Palmer Inc
INCREASED
Shares416 from 266
Change+150 (+56%)
Value$136.7K (+$21.4K)
Filed 2026-10-08
James T. Borello RIA
DECREASED
Shares415 from 424
Change-9 (-2%)
Value$136.3K (-$47.4K)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares414
Change+414
Value$136.0K
Filed 2026-10-19
WPG Advisers, LLC
INCREASED
Shares408 from 330
Change+78 (+24%)
Value$134.0K (-$9.0K)
Filed 2026-10-27
Financial Perspectives, Inc
INCREASED
Shares401 from 343
Change+58 (+17%)
Value$131.7K (-$16.9K)
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$136.0K (-$37.3K)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED
Shares381 from 360
Change+21 (+6%)
Value$125.2K (-$30.8K)
Filed 2026-10-30
Midwest Capital Advisors, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$124.8K (-$39.8K)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares375 from 297
Change+78 (+26%)
Value$123.3K (-$5.5K)
Filed 2026-10-19
Catalyst Capital Advisors LLC
INCREASED
Shares374 from 341
Change+33 (+10%)
Value$122.9K (-$24.9K)
Filed 2026-11-02
North Star Investment Management Corp.
INCREASED
Shares350 from 335
Change+15 (+4%)
Value$115.0K (-$30.2K)
Filed 2026-10-27
Avion Wealth
INCREASED
Shares344 from 332
Change+12 (+4%)
Value$113.0K (-$30.0K)
Filed 2026-11-04
Hilltop National Bank
DECREASED
Shares339 from 536
Change-197 (-37%)
Value$111.4K (-$120.9K)
Filed 2026-10-14
Retirement Wealth Solutions LLC
DECREASED
Shares321 from 323
Change-2 (-1%)
Value$105.5K (-$34.5K)
Filed 2026-10-07
Alpine Bank Wealth Management
NEW
Shares320
Change+320
Value$105.1K
Filed 2026-10-16
IMG Wealth Management, Inc.
INCREASED
Shares317 from 290
Change+27 (+9%)
Value$104.1K (-$21.5K)
Filed 2026-10-27
Arlington Trust Co LLC
INCREASED
Shares316 from 165
Change+151 (+92%)
Value$103.8K (+$32.3K)
Filed 2026-10-20
High Note Wealth, LLC
INCREASED
Shares309 from 215
Change+94 (+44%)
Value$101.5K (+$8.3K)
Filed 2026-10-27
Triumph Capital Management
DECREASED
Shares309 from 310
Change-1 (0%)
Value$101.6K (-$32.8K)
Filed 2026-10-14
Dorato Capital Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$98.9K (-$6.2K)
Filed 2026-10-08
First Bancorp, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$98.6K (-$31.4K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$98 (-$128.9K)
Filed 2026-10-14
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$91.0K (-$29.0K)
Filed 2026-10-28
Activest Wealth Management
DECREASED
Shares263 from 267
Change-4 (-1%)
Value$86.4K (-$29.3K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares262 from 687
Change-425 (-62%)
Value$86.1K (-$211.6K)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares261
Change+261
Value$85.7K
Filed 2026-10-13
West Financial Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$82.1K (-$26.2K)
Filed 2026-10-22
Align Financial, LLC
DECREASED
Shares244 from 460
Change-216 (-47%)
Value$80.2K (-$119.2K)
Filed 2026-10-16
Barrett & Company, Inc.
DECREASED
Shares241 from 271
Change-30 (-11%)
Value$79.3K (-$38.2K)
Filed 2026-10-22
Jnba Financial Advisors
DECREASED
Shares240 from 301
Change-61 (-20%)
Value$78.8K (-$51.6K)
Filed 2026-11-03
Chung Wu Investment Group, LLC
NEW
Shares230
Change+230
Value$75.6K
Filed 2026-11-03
Elevation Wealth Partners, LLC
DECREASED
Shares226 from 228
Change-2 (-1%)
Value$74.2K (-$24.6K)
Filed 2026-10-07
Banque de Luxembourg S.A.
INCREASED
Shares223 from 190
Change+33 (+17%)
Value$73.3K (-$9.1K)
Filed 2026-10-14
Birchbrook, Inc.
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$69.6K (-$22.1K)
Filed 2026-10-14
Aspect Partners, LLC
DECREASED
Shares208 from 214
Change-6 (-3%)
Value$68.3K (-$24.4K)
Filed 2026-10-20
Gleason Group, Inc.
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$66.7K (-$21.3K)
Filed 2026-10-15
Putney Financial Group LLC
NEW
Shares200
Change+200
Value$65.7K
Filed 2026-10-30
Madden Securities Corp
NEW
Shares200
Change+200
Value$65.7K
Filed 2026-10-27
Hickory Point Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$65.7K (-$21.0K)
Filed 2026-10-01
Towne Trust Company, N.a
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$65.7K (-$21.0K)
Filed 2026-10-28
Ulland Investment Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$66 (-$21)
Filed 2026-10-13
Burk Holdings LLC
INCREASED
Shares199 from 145
Change+54 (+37%)
Value$65.4K (+$2.5K)
Filed 2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares195 from 193
Change+2 (+1%)
Value$64.1K (-$19.6K)
Filed 2026-10-28
Torren Management, LLC
DECREASED
Shares191 from 201
Change-10 (-5%)
Value$62.8K (-$24.4K)
Filed 2026-10-29
Bare Financial Services, Inc
DECREASED
Shares183 from 185
Change-2 (-1%)
Value$60.1K (-$20.0K)
Filed 2026-11-04
Prism Planning Partners LLC
NEW
Shares179
Change+179
Value$58.7K
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares163 from 174
Change-11 (-6%)
Value$53.6K (-$21.9K)
Filed 2026-10-16
Transce3nd, LLC
DECREASED
Shares158 from 191
Change-33 (-17%)
Value$41.2K (-$25.7K)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares157
Change+157
Value$51.7K
Filed 2026-10-09
Clark Wealth Partners
INCREASED
Shares155 from 140
Change+15 (+11%)
Value$51.0K (-$9.7K)
Filed 2026-10-19
Marquette Asset Management, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$50.9K (-$16.2K)
Filed 2026-10-09
GGM Financial LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$49.8K (-$15.8K)
Filed 2026-11-05
Proathlete Wealth Management LLC
NEW
Shares134
Change+134
Value$44.0K
Filed 2026-10-15
United Financial Planning Group LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$42.4K (-$13.5K)
Filed 2026-11-04
Private Wealth Management Group, LLC
INCREASED
Shares127 from 118
Change+9 (+8%)
Value$41.7K (-$9.4K)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
DECREASED
Shares120 from 152
Change-32 (-21%)
Value$39.5K (-$26.4K)
Filed 2026-11-02
Cedar Mountain Advisors, LLC
DECREASED
Shares120 from 128
Change-8 (-6%)
Value$39.4K (-$16.0K)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$39.4K (-$12.6K)
Filed 2026-10-27
DiNuzzo Private Wealth, Inc.
DECREASED
Shares119 from 120
Change-1 (-1%)
Value$39.1K (-$12.9K)
Filed 2026-10-16
Redwood Park Advisors LLC
INCREASED
Shares117 from 8
Change+109 (+1363%)
Value$38.4K (+$35.0K)
Filed 2026-11-02
Albion Financial Group
DECREASED
Shares117 from 191
Change-74 (-39%)
Value$38.3K (-$44.5K)
Filed 2026-10-21
Hughes Financial Services, LLC
DECREASED
Shares104 from 141
Change-37 (-26%)
Value$26.5K (-$34.6K)
Filed 2026-10-30
CGC Financial Services, LLC
DECREASED
Shares102 from 152
Change-50 (-33%)
Value$33.5K (-$32.4K)
Filed 2026-10-13
Quintet Private Bank (Europe) S.A.
INCREASED
Shares100 from 50
Change+50 (+100%)
Value$32.9K (+$11.2K)
Filed 2026-10-08
Rachor Investment Advisory Services, LLC
DECREASED
Shares100 from 101
Change-1 (-1%)
Value$32.9K (-$11.1K)
Filed 2026-10-29
Bayban
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$43.3K ($0)
Filed 2026-11-05
Eukles Asset Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$32.9K (-$10.5K)
Filed 2026-11-04
Dakota Community Bank & Trust NA
NEW
Shares99
Change+99
Value$32.5K
Filed 2026-10-09
KFG LLC
NEW
Shares92
Change+92
Value$30.2K
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares91 from 130
Change-39 (-30%)
Value$29.9K (-$26.4K)
Filed 2026-11-04
Richardson Capital Management LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$30.0K (-$9.5K)
Filed 2026-10-23
Olistico Wealth, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$29.6K (-$9.4K)
Filed 2026-10-05
Planning Strategies Inc.
INCREASED
Shares88 from 83
Change+5 (+6%)
Value$28.9K (-$7.1K)
Filed 2026-10-02
Creative Capital Management Investments LLC
INCREASED
Shares83 from 73
Change+10 (+14%)
Value$27.3K (-$4.4K)
Filed 2026-10-28
Downshift Financial, LLC
INCREASED
Shares77 from 70
Change+7 (+10%)
Value$25.3K (-$5.1K)
Filed 2026-10-13
William Mack & Associates, Inc.
NEW
Shares76
Change+76
Value$25.0K
Filed 2026-10-27
Ameliora Wealth Management Ltd.
NEW
Shares70
Change+70
Value$23.0K
Filed 2026-10-23
Wealth Analytics Partners, LLC
NEW
Shares70
Change+70
Value$23.0K
Filed 2026-10-19
Fairway Wealth LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$23.0K (-$7.3K)
Filed 2026-10-30
Sfam, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$22.8K (-$7.3K)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares68 from 63
Change+5 (+8%)
Value$22.3K (-$5.0K)
Filed 2026-10-28
Phillip James Consulting Co.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$21.7K (-$6.9K)
Filed 2026-11-03
Glynn Capital Management LLC
DECREASED
Shares64 from 77
Change-13 (-17%)
Value$21.0K (-$12.3K)
Filed 2026-10-07
Nova Financial LLC
NEW
Shares60
Change+60
Value$19.7K
Filed 2026-11-04
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares60 from 250
Change-190 (-76%)
Value$19.7K (-$88.6K)
Filed 2026-10-07
Clean Yield Group
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$19.7K (-$6.3K)
Filed 2026-10-28
Pacific Center for Financial Services
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$19.7K (-$6.3K)
Filed 2026-10-15
Paladin Partners, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$19.7K (-$6.3K)
Filed 2026-10-06
Noble Wealth Management PBC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$18.4K (-$5.9K)
Filed 2026-10-01
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$18.1K (-$5.8K)
Filed 2026-11-03
Bank & Trust Co
NEW
Shares53
Change+53
Value$17.4K
Filed 2026-10-07
CKW Financial Group
INCREASED
Shares50 from 13
Change+37 (+285%)
Value$17 (+$12)
Filed 2026-10-29
Hoese & Co LLP
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$16.4K (-$5.2K)
Filed 2026-10-21
Piscataqua Savings Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$16.4K (-$5.2K)
Filed 2026-10-21
Three Bridge Wealth Advisors, LLC
NEW
Shares47
Change+47
Value$15.5K
Filed 2026-11-05
PFS Partners, LLC
NEW
Shares45
Change+45
Value$14.8K
Filed 2026-10-21
GHP Investment Advisors, Inc.
DECREASED
Shares35 from 61
Change-26 (-43%)
Value$11.6K (-$15.0K)
Filed 2026-10-15
Fairscale Capital, LLC
INCREASED
Shares34 from 28
Change+6 (+21%)
Value$8.1K (-$4.0K)
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares32
Change+32
Value$10.5K
Filed 2026-10-28
Quaker Wealth Management, LLC
INCREASED
Shares32 from 30
Change+2 (+7%)
Value$10.5K (-$2.5K)
Filed 2026-10-22
Maseco LLP
NEW
Shares30
Change+30
Value$9.9K
Filed 2026-10-27
MB, Levis & Associates, LLC
DECREASED
Shares30 from 35
Change-5 (-14%)
Value$9.9K (-$5.3K)
Filed 2026-10-16
Davis Capital Management
DECREASED
Shares29 from 33
Change-4 (-12%)
Value$9.5K (-$4.8K)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
INCREASED
Shares29 from 27
Change+2 (+7%)
Value$9.5K (-$2.2K)
Filed 2026-11-04
Coastline Trust Co
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$8.9K (-$2.8K)
Filed 2026-10-01
Bfsg, LLC
NEW
Shares23
Change+23
Value$7.6K
Filed 2026-10-30
DecisionPoint Financial, LLC
INCREASED
Shares23 from 22
Change+1 (+5%)
Value$7.8K (-$785)
Filed 2026-10-27
PayPay Securities Corp
DECREASED
Shares22 from 28
Change-6 (-21%)
Value$7.2K (-$4.9K)
Filed 2026-10-27
WestEnd Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$7.2K (-$2.3K)
Filed 2026-10-27
Bernzott Capital Advisors
NEW
Shares21
Change+21
Value$6.9K
Filed 2026-10-29
One River Asset Management, LLC
NEW
Shares21
Change+21
Value$6.9K
Filed 2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$6.6K (-$2.1K)
Filed 2026-10-23
Breakwater Investment Management
INCREASED
Shares17 from 10
Change+7 (+70%)
Value$5.6K (+$1.3K)
Filed 2026-10-20
Navigoe, LLC
DECREASED
Shares15 from 17
Change-2 (-12%)
Value$4 (-$3)
Filed 2026-11-04
William B. Walkup & Associates, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.9K (-$1.3K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
INCREASED
Shares11 from 6
Change+5 (+83%)
Value$3.6K (+$1.0K)
Filed 2026-10-28
Inspire Investing, LLC
DECREASED
Shares11 from 12
Change-1 (-8%)
Value$3.6K (-$1.6K)
Filed 2026-10-22
Nvest Wealth Strategies, Inc.
INCREASED
Shares10 from 9
Change+1 (+11%)
Value$3.3K (-$614)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.3K (-$1.0K)
Filed 2026-10-23
POM Investment Strategies, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$3.3K (-$1.0K)
Filed 2026-10-20
RMG Wealth Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.3K (-$941)
Filed 2026-10-26
USA Financial Formulas
NEW
Shares9
Change+9
Value$3.0K
Filed 2026-10-16
Aventus Investment Advisors, Inc.
NEW
Shares9
Change+9
Value$3.0K
Filed 2026-10-09
Trust Co
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3.0K (-$943)
Filed 2026-10-09
Decker Retirement Planning Inc.
DECREASED
Shares8 from 42
Change-34 (-81%)
Value$2.6K (-$15.6K)
Filed 2026-10-19
Godsey & Gibb, Inc
NEW
Shares5
Change+5
Value$1.6K
Filed 2026-10-14
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.6K (-$524)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares3
Change+3
Value$986
Filed 2026-10-29
Essential Investment Partners LLC
NEW
Shares3
Change+3
Value$986
Filed 2026-10-27
Maryland Capital Advisors Inc.
DECREASED
Shares3 from 4
Change-1 (-25%)
Value$986 (-$748)
Filed 2026-10-15
Security National Bank
NEW
Shares2
Change+2
Value$657
Filed 2026-10-26
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$658 (-$209)
Filed 2026-10-15
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$329
Filed 2026-10-22
StrongBox Wealth, LLC
NEW
Shares1
Change+1
Value$329
Filed 2026-11-02
WT Asset Management Ltd
CLOSED
Shares0 from 493,233
Change-493,233 (-100%)
Value$0 (-$213.7M)
Filed 2026-10-28
BSN Capital Partners Ltd
CLOSED
Shares0 from 133,172
Change-133,172 (-100%)
Value$0 (-$49.8M)
Filed 2026-10-23
Royal Fund Management, LLC
CLOSED
Shares0 from 49,479
Change-49,479 (-100%)
Value$0 (-$21.4M)
Filed 2026-10-22
Imc-Chicago, LLC
CLOSED
Shares0 from 25,922
Change-25,922 (-100%)
Value$0 (-$11.2M)
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 17,383
Change-17,383 (-100%)
Value$0 (-$7.5M)
Filed 2026-10-29
Oak Thistle LLC
CLOSED
Shares0 from 14,782
Change-14,782 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-21
Katamaran Capital LLP
CLOSED
Shares0 from 12,036
Change-12,036 (-100%)
Value$0 (-$5.2M)
Filed 2026-10-27
Leeward Financial Partners, LLC
CLOSED
Shares0 from 7,217
Change-7,217 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-23
REX Advisers, LLC
CLOSED
Shares0 from 4,700
Change-4,700 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-08
Iams Wealth Management, LLC
CLOSED
Shares0 from 3,144
Change-3,144 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-15
Focused Alpha, LLC
CLOSED
Shares0 from 3,094
Change-3,094 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
Fairfield Financial Advisors, LTD
CLOSED
Shares0 from 2,814
Change-2,814 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Cynosure Group, LLC
CLOSED
Shares0 from 2,637
Change-2,637 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
JGP Wealth Management, LLC
CLOSED
Shares0 from 2,222
Change-2,222 (-100%)
Value$0 (-$962.9K)
Filed 2026-10-13
Balentine LLC
CLOSED
Shares0 from 2,107
Change-2,107 (-100%)
Value$0 (-$913.0K)
Filed 2026-11-03
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 2,010
Change-2,010 (-100%)
Value$0 (-$871.7K)
Filed 2026-11-05
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,805
Change-1,805 (-100%)
Value$0 (-$782.2K)
Filed 2026-11-03
Retireful, LLC
CLOSED
Shares0 from 1,785
Change-1,785 (-100%)
Value$0 (-$773.5K)
Filed 2026-10-09
Gainline Financial Partners, LLC
CLOSED
Shares0 from 1,758
Change-1,758 (-100%)
Value$0 (-$761.8K)
Filed 2026-10-15
Overbrook Management Corp
CLOSED
Shares0 from 1,711
Change-1,711 (-100%)
Value$0 (-$741.4K)
Filed 2026-10-08
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,659
Change-1,659 (-100%)
Value$0 (-$718.9K)
Filed 2026-10-27
Sepio Capital, LP
CLOSED
Shares0 from 1,610
Change-1,610 (-100%)
Value$0 (-$697.8K)
Filed 2026-10-22
OFS Enterprise LLC
CLOSED
Shares0 from 1,601
Change-1,601 (-100%)
Value$0 (-$693.8K)
Filed 2026-10-16
WBI Investments, LLC
CLOSED
Shares0 from 1,597
Change-1,597 (-100%)
Value$0 (-$691.9K)
Filed 2026-11-05
FDx Advisors, Inc.
CLOSED
Shares0 from 1,542
Change-1,542 (-100%)
Value$0 (-$668.0K)
Filed 2026-11-05
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$589.3K)
Filed 2026-11-03
Sage Mountain Advisors LLC
CLOSED
Shares0 from 1,333
Change-1,333 (-100%)
Value$0 (-$577.5K)
Filed 2026-11-02
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 1,273
Change-1,273 (-100%)
Value$0 (-$551.6K)
Filed 2026-10-09
Vista Investment Partners II, LLC
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$541.7K)
Filed 2026-10-15
Left Brain Wealth Management, LLC
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$541.7K)
Filed 2026-10-28
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 1,221
Change-1,221 (-100%)
Value$0 (-$529.1K)
Filed 2026-10-26
Investment House LLC
CLOSED
Shares0 from 1,151
Change-1,151 (-100%)
Value$0 (-$498.8K)
Filed 2026-10-21
Simplify Asset Management Inc.
CLOSED
Shares0 from 1,105
Change-1,105 (-100%)
Value$0 (-$478.8K)
Filed 2026-10-27
Sherry Group, Inc.
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$452.0K)
Filed 2026-10-09
West Tower Group, LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$476.7K)
Filed 2026-10-14
Sanchez Wealth Management Group
CLOSED
Shares0 from 1,090
Change-1,090 (-100%)
Value$0 (-$472.3K)
Filed 2026-11-02
State of Wyoming
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$450.7K)
Filed 2026-10-28
Schear Investment Advisers, LLC
CLOSED
Shares0 from 1,011
Change-1,011 (-100%)
Value$0 (-$438.1K)
Filed 2026-10-14
Wilsey Asset Management Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$433.3K)
Filed 2026-10-21
Lecap Asset Management LTD
CLOSED
Shares0 from 984
Change-984 (-100%)
Value$0 (-$426.4K)
Filed 2026-10-27
Strategic Family Wealth Counselors, L.L.C.
CLOSED
Shares0 from 893
Change-893 (-100%)
Value$0 (-$387.0K)
Filed 2026-10-29
Sunbeam Capital Management, LLC
CLOSED
Shares0 from 823
Change-823 (-100%)
Value$0 (-$356.8K)
Filed 2026-11-05
One Wealth Capital Management, LLC
CLOSED
Shares0 from 816
Change-816 (-100%)
Value$0 (-$353.6K)
Filed 2026-10-23
PCG Asset Management, LLC
CLOSED
Shares0 from 775
Change-775 (-100%)
Value$0 (-$336.0K)
Filed 2026-11-05
Castleview Partners, LLC
CLOSED
Shares0 from 767
Change-767 (-100%)
Value$0 (-$332.4K)
Filed 2026-10-09
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$325.0K)
Filed 2026-10-13
Sound Income Strategies, LLC
CLOSED
Shares0 from 747
Change-747 (-100%)
Value$0 (-$323.8K)
Filed 2026-10-09
Trilogy Capital Inc.
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$314.2K)
Filed 2026-10-20
Advisortrust Partners, LLC
CLOSED
Shares0 from 699
Change-699 (-100%)
Value$0 (-$302.9K)
Filed 2026-11-02
SLT Holdings LLC
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$300.4K)
Filed 2026-10-15
Hopwood Financial Services, Inc.
CLOSED
Shares0 from 690
Change-690 (-100%)
Value$0 (-$299.0K)
Filed 2026-10-29
Prospect Financial Group LLC
CLOSED
Shares0 from 688
Change-688 (-100%)
Value$0 (-$298.1K)
Filed 2026-11-05
Belvedere Trading LLC
CLOSED
Shares0 from 672
Change-672 (-100%)
Value$0 (-$291.2K)
Filed 2026-11-05
Able Wealth Management LLC
CLOSED
Shares0 from 671
Change-671 (-100%)
Value$0 (-$290.8K)
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
CLOSED
Shares0 from 647
Change-647 (-100%)
Value$0 (-$280.4K)
Filed 2026-10-22
Shrier Wealth Management, LLC
CLOSED
Shares0 from 635
Change-635 (-100%)
Value$0 (-$275.2K)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
CLOSED
Shares0 from 613
Change-613 (-100%)
Value$0 (-$265.6K)
Filed 2026-10-20
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 603
Change-603 (-100%)
Value$0 (-$261.3K)
Filed 2026-10-26
Gilman Hill Asset Management, LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$260.0K)
Filed 2026-10-13
Professional Financial Advisors, LLC
CLOSED
Shares0 from 596
Change-596 (-100%)
Value$0 (-$258.3K)
Filed 2026-10-13
Appleton Partners Inc
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$258.0K)
Filed 2026-10-30
Burford Brothers, Inc.
CLOSED
Shares0 from 595
Change-595 (-100%)
Value$0 (-$257.8K)
Filed 2026-10-21
Baring Financial LLC
CLOSED
Shares0 from 586
Change-586 (-100%)
Value$0 (-$253.9K)
Filed 2026-10-07
Maia Wealth LLC
CLOSED
Shares0 from 586
Change-586 (-100%)
Value$0 (-$253.9K)
Filed 2026-10-19
Avant Financial Advisors LLC
CLOSED
Shares0 from 584
Change-584 (-100%)
Value$0 (-$253.1K)
Filed 2026-11-02
Todd Wealth Management, LLC
CLOSED
Shares0 from 582
Change-582 (-100%)
Value$0 (-$252.2K)
Filed 2026-10-19
Piedmont Capital Management, LLC
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$250.9K)
Filed 2026-10-21
One Day In July LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-30
RiverTree Advisors, LLC
CLOSED
Shares0 from 574
Change-574 (-100%)
Value$0 (-$248.7K)
Filed 2026-10-13
Advisors Management Group Inc
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$248.0K)
Filed 2026-11-05
Odyssey Capital Advisors, Inc.
CLOSED
Shares0 from 572
Change-572 (-100%)
Value$0 (-$247.8K)
Filed 2026-10-26
Fidelity D & D Bancorp Inc
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$247.0K)
Filed 2026-11-05
Financial Harvest, LLC
CLOSED
Shares0 from 569
Change-569 (-100%)
Value$0 (-$246.6K)
Filed 2026-10-15
Shikiar Asset Management Inc
CLOSED
Shares0 from 569
Change-569 (-100%)
Value$0 (-$247.0K)
Filed 2026-10-20
Black Diamond Financial, LLC
CLOSED
Shares0 from 565
Change-565 (-100%)
Value$0 (-$244.8K)
Filed 2026-10-26
Verus Wealth Management, LLC
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-13
Clarus Group, Inc.
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 557
Change-557 (-100%)
Value$0 (-$241.4K)
Filed 2026-10-26
Millennium Capital Advisors, LLC
CLOSED
Shares0 from 556
Change-556 (-100%)
Value$0 (-$241.1K)
Filed 2026-10-16
Cooper S Advisors, LLC
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$240.5K)
Filed 2026-11-03
Sapient Capital LLC
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$239.7K)
Filed 2026-10-08
Sanchez Gaunt Capital Management, LLC
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$239.6K)
Filed 2026-11-03
Provident Wealth Management, LLC
CLOSED
Shares0 from 551
Change-551 (-100%)
Value$0 (-$238.8K)
Filed 2026-10-20
Green Ridge Wealth Planning LLC
CLOSED
Shares0 from 551
Change-551 (-100%)
Value$0 (-$238.8K)
Filed 2026-10-08
Sound Stewardship, LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$238.3K)
Filed 2026-10-14
Tannin Capital LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$238.3K)
Filed 2026-11-05
jvl associates llc
CLOSED
Shares0 from 545
Change-545 (-100%)
Value$0 (-$236.2K)
Filed 2026-10-09
Edgemoor Investment Advisors, Inc.
CLOSED
Shares0 from 542
Change-542 (-100%)
Value$0 (-$234.9K)
Filed 2026-11-03
Boltwood Capital Management
CLOSED
Shares0 from 540
Change-540 (-100%)
Value$0 (-$234.0K)
Filed 2026-10-02
BFI Infinity Ltd.
CLOSED
Shares0 from 540
Change-540 (-100%)
Value$0 (-$234.0K)
Filed 2026-10-16
Hoge Financial Services, LLC
CLOSED
Shares0 from 536
Change-536 (-100%)
Value$0 (-$232.3K)
Filed 2026-11-05
ERn Financial, LLC
CLOSED
Shares0 from 535
Change-535 (-100%)
Value$0 (-$231.8K)
Filed 2026-10-28
Redwood Financial Network Corp
CLOSED
Shares0 from 533
Change-533 (-100%)
Value$0 (-$231.0K)
Filed 2026-11-03
Avid Wealth Partners LLC
CLOSED
Shares0 from 531
Change-531 (-100%)
Value$0 (-$230.1K)
Filed 2026-11-03
Murphy Pohlad Asset Management LLC
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$229.7K)
Filed 2026-10-22
Security Financial Services, Inc.
CLOSED
Shares0 from 530
Change-530 (-100%)
Value$0 (-$229.8K)
Filed 2026-10-29
Trinity Financial Advisors LLC
CLOSED
Shares0 from 525
Change-525 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-09
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-21
Harbour Trust & Investment Management Co
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-28
Cardinal Point Capital Management ULC
CLOSED
Shares0 from 518
Change-518 (-100%)
Value$0 (-$224.6K)
Filed 2026-10-21
Horst & Graben Wealth Management LLC
CLOSED
Shares0 from 517
Change-517 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-02
Farnam Financial LLC
CLOSED
Shares0 from 514
Change-514 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-21
Tortuga Wealth Management, Inc
CLOSED
Shares0 from 509
Change-509 (-100%)
Value$0 (-$220.6K)
Filed 2026-10-27
Financial Planning Navigators Corp
CLOSED
Shares0 from 508
Change-508 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-14
Palisade Asset Management, LLC
CLOSED
Shares0 from 505
Change-505 (-100%)
Value$0 (-$218.8K)
Filed 2026-11-03
Equity Wealth Partners, LLC
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-26
Acorn Wealth Advisors, LLC
CLOSED
Shares0 from 501
Change-501 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-19
Howland Capital Management LLC
CLOSED
Shares0 from 501
Change-501 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-22
Praetorian Wealth Management, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-16
Smithbridge Asset Management Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-19
Alamar Capital Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$216.8K)
Filed 2026-11-02
LVM Capital Management LTD
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$217)
Filed 2026-10-20
Solstein Capital, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$216.7K)
Filed 2026-11-02
Forteris Wealth Management Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-13
LCM Capital Management Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-20
Verus Financial Partners, Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-29
Flynn Zito Capital Management, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$216.7K)
Filed 2026-11-04
Narwhal Capital Management
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$216.7K)
Filed 2026-11-04
Acute Investment Advisory, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-16
Petros Family Wealth, LLC
CLOSED
Shares0 from 497
Change-497 (-100%)
Value$0 (-$215.4K)
Filed 2026-10-28
Human Investing LLC
CLOSED
Shares0 from 496
Change-496 (-100%)
Value$0 (-$214.7K)
Filed 2026-10-19
O'Connor Financial Group LLC
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-26
GFG Capital, LLC
CLOSED
Shares0 from 492
Change-492 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-16
Arsenal Capital Advisors LLC
CLOSED
Shares0 from 492
Change-492 (-100%)
Value$0 (-$213.2K)
Filed 2026-11-02
Cora Capital Advisors LLC
CLOSED
Shares0 from 491
Change-491 (-100%)
Value$0 (-$212.8K)
Filed 2026-11-02
Livet Wealth, LLC
CLOSED
Shares0 from 489
Change-489 (-100%)
Value$0 (-$211.9K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Long Beach
CLOSED
Shares0 from 486
Change-486 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-22
Legacy Financial Strategies, LLC
CLOSED
Shares0 from 483
Change-483 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-15
White Pine Investment Co
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-15
LMG Wealth Partners, LLC
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$208.0K)
Filed 2026-11-05
Alliance Wealth Management Group
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-29
Towercrest Capital Management
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-23
Compass Financial Group, Inc. (Ohio)
CLOSED
Shares0 from 475
Change-475 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-19
Innovative Wealth Building LLC
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-14
Southland Equity Partners LLC
CLOSED
Shares0 from 474
Change-474 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-14
Finward Bancorp
CLOSED
Shares0 from 470
Change-470 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-14
Kondo Wealth Advisors, Inc.
CLOSED
Shares0 from 470
Change-470 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-19
Hengehold Capital Management LLC
CLOSED
Shares0 from 465
Change-465 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-16
Andrews Advisory Associates, LLC
CLOSED
Shares0 from 465
Change-465 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-15
Purewater Capital LLC
CLOSED
Shares0 from 462
Change-462 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 433
Change-433 (-100%)
Value$0 (-$138.2K)
Filed 2026-10-16
Obsidian CIO, LLC
CLOSED
Shares0 from 310
Change-310 (-100%)
Value$0 (-$134.3K)
Filed 2026-11-05
Lipe & Dalton
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$130)
Filed 2026-10-15
NBT Bank, N.A.
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$95.3K)
Filed 2026-10-21
Kelleher Financial Advisors
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$94.9K)
Filed 2026-10-30
Gill Capital Partners, LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$88.8K)
Filed 2026-10-13
Legacy Bridge, LLC
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$55.5K)
Filed 2026-10-28
Compound Global Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$43.3K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$17.9K)
Filed 2026-11-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$21.7K)
Filed 2026-10-29
Bayforest Capital Ltd
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$21.2K)
Filed 2026-11-03
Whipplewood Advisors, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$17.3K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-23
Wellington Shields & Co., LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-03
RHL Group, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-04
Tower Trust & Investment Co
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-28
BlackRock, Inc.
N/A
Shares— from 132,727,776
Change-132,727,776 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 81,683,639
Change-81,683,639 (-100%)
Value—
State Street Corp
N/A
Shares— from 60,704,130
Change-60,704,130 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 52,319,973
Change-52,319,973 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 45,317,479
Change-45,317,479 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 36,635,534
Change-36,635,534 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 34,506,240
Change-34,506,240 (-100%)
Value—
FMR LLC
N/A
Shares— from 33,677,858
Change-33,677,858 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 24,596,295
Change-24,596,295 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,217,787
Change-19,217,787 (-100%)
Value—
Norges Bank
N/A
Shares— from 18,123,399
Change-18,123,399 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 17,334,906
Change-17,334,906 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 14,014,491
Change-14,014,491 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 13,065,549
Change-13,065,549 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,724,387
Change-12,724,387 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 12,514,990
Change-12,514,990 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 12,269,198
Change-12,269,198 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,244,147
Change-11,244,147 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 11,089,395
Change-11,089,395 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 10,373,392
Change-10,373,392 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 9,884,116
Change-9,884,116 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 9,441,603
Change-9,441,603 (-100%)
Value—
Amundi
N/A
Shares— from 9,426,153
Change-9,426,153 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,226,979
Change-9,226,979 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 7,698,872
Change-7,698,872 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,688,281
Change-7,688,281 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,313,492
Change-7,313,492 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 7,186,297
Change-7,186,297 (-100%)
Value—
Barclays PLC
N/A
Shares— from 5,764,785
Change-5,764,785 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 5,464,726
Change-5,464,726 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 4,966,479
Change-4,966,479 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 4,390,915
Change-4,390,915 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,992,454
Change-3,992,454 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 3,800,281
Change-3,800,281 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 3,648,551
Change-3,648,551 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,617,460
Change-3,617,460 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 3,559,222
Change-3,559,222 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 3,526,442
Change-3,526,442 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,522,000
Change-3,522,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,485,364
Change-3,485,364 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,447,645
Change-3,447,645 (-100%)
Value—
National Pension Service
N/A
Shares— from 3,362,878
Change-3,362,878 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,164,348
Change-3,164,348 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 3,163,495
Change-3,163,495 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,105,123
Change-3,105,123 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 3,050,456
Change-3,050,456 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,958,917
Change-2,958,917 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,869,530
Change-2,869,530 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,856,424
Change-2,856,424 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 2,774,672
Change-2,774,672 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,746,179
Change-2,746,179 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,721,682
Change-2,721,682 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,705,819
Change-2,705,819 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,646,799
Change-2,646,799 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,491,039
Change-2,491,039 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,447,595
Change-2,447,595 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,439,339
Change-2,439,339 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 2,358,946
Change-2,358,946 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 2,337,161
Change-2,337,161 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,271,281
Change-2,271,281 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 2,090,516
Change-2,090,516 (-100%)
Value—
Oaktop Capital Management II, L.P.
N/A
Shares— from 2,061,054
Change-2,061,054 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,054,067
Change-2,054,067 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,895,716
Change-1,895,716 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,702,812
Change-1,702,812 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,670,147
Change-1,670,147 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,642,921
Change-1,642,921 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,598,917
Change-1,598,917 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,580,708
Change-1,580,708 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,553,975
Change-1,553,975 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,550,110
Change-1,550,110 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,543,253
Change-1,543,253 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,446,858
Change-1,446,858 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,446,518
Change-1,446,518 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,420,975
Change-1,420,975 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,412,598
Change-1,412,598 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,403,422
Change-1,403,422 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,399,209
Change-1,399,209 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,353,418
Change-1,353,418 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,343,503
Change-1,343,503 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,331,786
Change-1,331,786 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,330,815
Change-1,330,815 (-100%)
Value—
Anther Capital Ltd
N/A
Shares— from 1,254,487
Change-1,254,487 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,218,684
Change-1,218,684 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,215,581
Change-1,215,581 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,185,720
Change-1,185,720 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,166,699
Change-1,166,699 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 1,133,965
Change-1,133,965 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,126,326
Change-1,126,326 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,121,447
Change-1,121,447 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,118,602
Change-1,118,602 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,116,451
Change-1,116,451 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,108,057
Change-1,108,057 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,073,600
Change-1,073,600 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,057,591
Change-1,057,591 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 1,051,305
Change-1,051,305 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 1,017,021
Change-1,017,021 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 983,205
Change-983,205 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 964,364
Change-964,364 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 959,938
Change-959,938 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 954,179
Change-954,179 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 938,224
Change-938,224 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 937,685
Change-937,685 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 926,200
Change-926,200 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 910,493
Change-910,493 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 884,666
Change-884,666 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 881,506
Change-881,506 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 860,221
Change-860,221 (-100%)
Value—
Trivest Advisors Ltd
N/A
Shares— from 860,000
Change-860,000 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 859,036
Change-859,036 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 858,419
Change-858,419 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 844,760
Change-844,760 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 824,884
Change-824,884 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 810,989
Change-810,989 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 798,799
Change-798,799 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 786,238
Change-786,238 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 780,871
Change-780,871 (-100%)
Value—
Man Group plc
N/A
Shares— from 777,269
Change-777,269 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 774,460
Change-774,460 (-100%)
Value—
Heard Capital LLC
N/A
Shares— from 757,760
Change-757,760 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 754,700
Change-754,700 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 742,638
Change-742,638 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 730,517
Change-730,517 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 726,236
Change-726,236 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 724,308
Change-724,308 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 715,234
Change-715,234 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 696,499
Change-696,499 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 690,734
Change-690,734 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 687,728
Change-687,728 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 686,377
Change-686,377 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 676,823
Change-676,823 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 673,431
Change-673,431 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 661,673
Change-661,673 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 641,871
Change-641,871 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 639,100
Change-639,100 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 635,416
Change-635,416 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 633,199
Change-633,199 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 626,954
Change-626,954 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 626,419
Change-626,419 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 626,180
Change-626,180 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 613,753
Change-613,753 (-100%)
Value—
FIL Ltd
N/A
Shares— from 606,466
Change-606,466 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 606,442
Change-606,442 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 605,923
Change-605,923 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 602,957
Change-602,957 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 592,701
Change-592,701 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 570,667
Change-570,667 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 566,838
Change-566,838 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 565,142
Change-565,142 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 555,814
Change-555,814 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 553,755
Change-553,755 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 547,910
Change-547,910 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 536,187
Change-536,187 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 535,780
Change-535,780 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 535,030
Change-535,030 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 533,201
Change-533,201 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 506,353
Change-506,353 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 496,234
Change-496,234 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 490,926
Change-490,926 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 486,046
Change-486,046 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 485,939
Change-485,939 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 485,639
Change-485,639 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 483,185
Change-483,185 (-100%)
Value—
Trybe Capital Management LP
N/A
Shares— from 478,246
Change-478,246 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 455,360
Change-455,360 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 446,985
Change-446,985 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 444,164
Change-444,164 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 442,227
Change-442,227 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 441,754
Change-441,754 (-100%)
Value—
Crosslink Capital Inc
N/A
Shares— from 431,266
Change-431,266 (-100%)
Value—
ING Groep NV
N/A
Shares— from 425,709
Change-425,709 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 417,222
Change-417,222 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 407,570
Change-407,570 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 403,616
Change-403,616 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 401,561
Change-401,561 (-100%)
Value—
Dorsal Capital Management, LP
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 396,240
Change-396,240 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 395,156
Change-395,156 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 394,705
Change-394,705 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 394,080
Change-394,080 (-100%)
Value—
Palestra Capital Management LLC
N/A
Shares— from 388,886
Change-388,886 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 387,867
Change-387,867 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 386,934
Change-386,934 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 386,710
Change-386,710 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 385,544
Change-385,544 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 385,338
Change-385,338 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 382,500
Change-382,500 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 378,708
Change-378,708 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 365,882
Change-365,882 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 362,315
Change-362,315 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 360,550
Change-360,550 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 350,699
Change-350,699 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 346,052
Change-346,052 (-100%)
Value—
Cartenna Capital, LP
N/A
Shares— from 345,000
Change-345,000 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 342,058
Change-342,058 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 337,778
Change-337,778 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 335,179
Change-335,179 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 318,936
Change-318,936 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 317,652
Change-317,652 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 314,515
Change-314,515 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 312,654
Change-312,654 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 306,579
Change-306,579 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 297,425
Change-297,425 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 292,741
Change-292,741 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 288,952
Change-288,952 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 285,614
Change-285,614 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 285,584
Change-285,584 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 283,808
Change-283,808 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 279,306
Change-279,306 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 278,844
Change-278,844 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 276,730
Change-276,730 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 274,275
Change-274,275 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 272,174
Change-272,174 (-100%)
Value—
CloudAlpha Capital Management Limited Kong
N/A
Shares— from 271,100
Change-271,100 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 270,819
Change-270,819 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 269,381
Change-269,381 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 264,500
Change-264,500 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 264,261
Change-264,261 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 262,632
Change-262,632 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 262,000
Change-262,000 (-100%)
Value—
Capital World Investors
N/A
Shares— from 259,513
Change-259,513 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 250,861
Change-250,861 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 237,583
Change-237,583 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 237,269
Change-237,269 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 237,081
Change-237,081 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 236,500
Change-236,500 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 236,445
Change-236,445 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 232,456
Change-232,456 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 232,275
Change-232,275 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 231,375
Change-231,375 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 230,740
Change-230,740 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 230,000
Change-230,000 (-100%)
Value—
Four Tree Island Advisory LLC
N/A
Shares— from 227,800
Change-227,800 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 225,762
Change-225,762 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 225,457
Change-225,457 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 225,152
Change-225,152 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 224,322
Change-224,322 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 211,992
Change-211,992 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 206,424
Change-206,424 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 205,076
Change-205,076 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 201,030
Change-201,030 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 199,360
Change-199,360 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 197,593
Change-197,593 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 196,200
Change-196,200 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 193,835
Change-193,835 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 192,888
Change-192,888 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 189,753
Change-189,753 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 189,539
Change-189,539 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 187,478
Change-187,478 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 187,160
Change-187,160 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 177,415
Change-177,415 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 175,786
Change-175,786 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 175,225
Change-175,225 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 172,964
Change-172,964 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 172,662
Change-172,662 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 163,386
Change-163,386 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 161,706
Change-161,706 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 159,786
Change-159,786 (-100%)
Value—
Prudential PLC
N/A
Shares— from 158,903
Change-158,903 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 158,471
Change-158,471 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 158,299
Change-158,299 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 155,520
Change-155,520 (-100%)
Value—
Boston Partners
N/A
Shares— from 151,632
Change-151,632 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 150,248
Change-150,248 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 148,066
Change-148,066 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 147,384
Change-147,384 (-100%)
Value—
Think Investments LP
N/A
Shares— from 142,800
Change-142,800 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 139,713
Change-139,713 (-100%)
Value—
&partners
N/A
Shares— from 137,597
Change-137,597 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 135,241
Change-135,241 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 134,545
Change-134,545 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 134,134
Change-134,134 (-100%)
Value—
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A
Shares— from 132,667
Change-132,667 (-100%)
Value—
Bamco Inc
N/A
Shares— from 129,318
Change-129,318 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 126,560
Change-126,560 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 125,625
Change-125,625 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 125,503
Change-125,503 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 123,660
Change-123,660 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 123,622
Change-123,622 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 123,593
Change-123,593 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 123,163
Change-123,163 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 122,596
Change-122,596 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 121,597
Change-121,597 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 121,371
Change-121,371 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 121,261
Change-121,261 (-100%)
Value—
Allstate Corp
N/A
Shares— from 119,782
Change-119,782 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 118,568
Change-118,568 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 115,762
Change-115,762 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 115,720
Change-115,720 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 115,142
Change-115,142 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 114,453
Change-114,453 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 114,000
Change-114,000 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 111,977
Change-111,977 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 111,784
Change-111,784 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 111,532
Change-111,532 (-100%)
Value—
Winmill & Co. Inc
N/A
Shares— from 109,000
Change-109,000 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 108,335
Change-108,335 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 108,197
Change-108,197 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 107,063
Change-107,063 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 106,402
Change-106,402 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 104,380
Change-104,380 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 103,722
Change-103,722 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 103,446
Change-103,446 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 103,392
Change-103,392 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 102,273
Change-102,273 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 101,583
Change-101,583 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 99,512
Change-99,512 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 99,440
Change-99,440 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 98,921
Change-98,921 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 98,204
Change-98,204 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 97,905
Change-97,905 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 97,000
Change-97,000 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 97,000
Change-97,000 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 95,651
Change-95,651 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 95,284
Change-95,284 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 94,444
Change-94,444 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 94,115
Change-94,115 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 93,909
Change-93,909 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 92,938
Change-92,938 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 89,919
Change-89,919 (-100%)
Value—
Zweig-DiMenna Associates LLC
N/A
Shares— from 88,966
Change-88,966 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 87,414
Change-87,414 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 86,857
Change-86,857 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 86,261
Change-86,261 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 85,197
Change-85,197 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 85,114
Change-85,114 (-100%)
Value—
LBP AM SA
N/A
Shares— from 84,420
Change-84,420 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 84,207
Change-84,207 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 82,869
Change-82,869 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 79,533
Change-79,533 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 79,266
Change-79,266 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 77,857
Change-77,857 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 77,136
Change-77,136 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 75,962
Change-75,962 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 75,560
Change-75,560 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 75,266
Change-75,266 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 74,840
Change-74,840 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 74,789
Change-74,789 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 74,624
Change-74,624 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 72,928
Change-72,928 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 72,688
Change-72,688 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 72,370
Change-72,370 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 70,721
Change-70,721 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 70,231
Change-70,231 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 70,136
Change-70,136 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 69,320
Change-69,320 (-100%)
Value—
Commerce Bank
N/A
Shares— from 68,997
Change-68,997 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 68,548
Change-68,548 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 67,276
Change-67,276 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 66,681
Change-66,681 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 66,443
Change-66,443 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 65,290
Change-65,290 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 64,913
Change-64,913 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 64,446
Change-64,446 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 63,727
Change-63,727 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 63,560
Change-63,560 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 63,391
Change-63,391 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 62,801
Change-62,801 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 62,290
Change-62,290 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 60,723
Change-60,723 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 60,262
Change-60,262 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 59,204
Change-59,204 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 58,986
Change-58,986 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 58,708
Change-58,708 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 58,341
Change-58,341 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 58,319
Change-58,319 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 58,037
Change-58,037 (-100%)
Value—
Monolith Management Ltd
N/A
Shares— from 57,100
Change-57,100 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 56,762
Change-56,762 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 56,569
Change-56,569 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 56,086
Change-56,086 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 55,439
Change-55,439 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 55,083
Change-55,083 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 54,320
Change-54,320 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 53,467
Change-53,467 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 53,449
Change-53,449 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 53,012
Change-53,012 (-100%)
Value—
Nishkama Capital, LLC
N/A
Shares— from 52,980
Change-52,980 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 52,745
Change-52,745 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 52,227
Change-52,227 (-100%)
Value—
E20 Capital Ltd
N/A
Shares— from 51,894
Change-51,894 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 51,587
Change-51,587 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 51,200
Change-51,200 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 50,719
Change-50,719 (-100%)
Value—
Summit Street Capital Management, LLC
N/A
Shares— from 50,428
Change-50,428 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 50,366
Change-50,366 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 50,141
Change-50,141 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 49,571
Change-49,571 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 49,552
Change-49,552 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 49,337
Change-49,337 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 49,100
Change-49,100 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 49,066
Change-49,066 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 49,012
Change-49,012 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 47,326
Change-47,326 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 46,861
Change-46,861 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 46,551
Change-46,551 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 46,493
Change-46,493 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 46,439
Change-46,439 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 46,390
Change-46,390 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 46,200
Change-46,200 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 45,610
Change-45,610 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 45,202
Change-45,202 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 45,031
Change-45,031 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 44,948
Change-44,948 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 44,821
Change-44,821 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 44,412
Change-44,412 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 44,352
Change-44,352 (-100%)
Value—
Duquesne Family Office LLC
N/A
Shares— from 43,600
Change-43,600 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 43,527
Change-43,527 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 43,353
Change-43,353 (-100%)
Value—
EFG International AG
N/A
Shares— from 43,193
Change-43,193 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 43,112
Change-43,112 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 43,074
Change-43,074 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 42,937
Change-42,937 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 42,909
Change-42,909 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 42,480
Change-42,480 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 42,462
Change-42,462 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 42,247
Change-42,247 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 42,214
Change-42,214 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 42,175
Change-42,175 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 41,853
Change-41,853 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 41,381
Change-41,381 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 41,199
Change-41,199 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 41,095
Change-41,095 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 40,793
Change-40,793 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 40,347
Change-40,347 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 40,096
Change-40,096 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 40,030
Change-40,030 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 39,850
Change-39,850 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 39,262
Change-39,262 (-100%)
Value—
Simmons Bank
N/A
Shares— from 39,171
Change-39,171 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 38,804
Change-38,804 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 38,724
Change-38,724 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 38,507
Change-38,507 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 38,496
Change-38,496 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 37,818
Change-37,818 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 37,665
Change-37,665 (-100%)
Value—
Blair William & Co
N/A
Shares— from 37,565
Change-37,565 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 37,508
Change-37,508 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 37,268
Change-37,268 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 36,854
Change-36,854 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 36,784
Change-36,784 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 36,381
Change-36,381 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 36,313
Change-36,313 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 35,923
Change-35,923 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 35,810
Change-35,810 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 35,777
Change-35,777 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 35,512
Change-35,512 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 35,380
Change-35,380 (-100%)
Value—
Birchview Capital, LP
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Crown Advisors Management, Inc.
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 34,600
Change-34,600 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 34,501
Change-34,501 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 34,437
Change-34,437 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 34,100
Change-34,100 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 33,969
Change-33,969 (-100%)
Value—
Totem Point Management, LLC
N/A
Shares— from 33,914
Change-33,914 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 33,690
Change-33,690 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 33,270
Change-33,270 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 32,894
Change-32,894 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 32,736
Change-32,736 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 31,615
Change-31,615 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 31,600
Change-31,600 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 31,520
Change-31,520 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 31,378
Change-31,378 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 31,320
Change-31,320 (-100%)
Value—
Tiptree Advisors, LLC
N/A
Shares— from 31,300
Change-31,300 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 31,170
Change-31,170 (-100%)
Value—
Melqart Asset Management (UK) Ltd
N/A
Shares— from 30,961
Change-30,961 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 30,889
Change-30,889 (-100%)
Value—
Ossiam
N/A
Shares— from 30,879
Change-30,879 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 30,741
Change-30,741 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 30,182
Change-30,182 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 30,005
Change-30,005 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 29,905
Change-29,905 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 29,776
Change-29,776 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 29,766
Change-29,766 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 29,743
Change-29,743 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 29,397
Change-29,397 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 29,261
Change-29,261 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 29,136
Change-29,136 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 28,829
Change-28,829 (-100%)
Value—
Stephens Inc
N/A
Shares— from 28,696
Change-28,696 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 28,449
Change-28,449 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 28,065
Change-28,065 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 27,779
Change-27,779 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 27,540
Change-27,540 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 27,194
Change-27,194 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 27,168
Change-27,168 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 26,525
Change-26,525 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 26,354
Change-26,354 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 26,063
Change-26,063 (-100%)
Value—
Emmett Investment Management, LP
N/A
Shares— from 26,050
Change-26,050 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 25,583
Change-25,583 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 25,457
Change-25,457 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 25,430
Change-25,430 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 25,324
Change-25,324 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 25,178
Change-25,178 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 25,040
Change-25,040 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 24,748
Change-24,748 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 24,610
Change-24,610 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 24,454
Change-24,454 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 24,295
Change-24,295 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 24,231
Change-24,231 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 23,695
Change-23,695 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 23,643
Change-23,643 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 23,376
Change-23,376 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 23,233
Change-23,233 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 23,182
Change-23,182 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 23,178
Change-23,178 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 23,053
Change-23,053 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 22,979
Change-22,979 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 22,750
Change-22,750 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 22,710
Change-22,710 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 22,698
Change-22,698 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 22,591
Change-22,591 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 22,531
Change-22,531 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 22,444
Change-22,444 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 22,432
Change-22,432 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 22,365
Change-22,365 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 22,260
Change-22,260 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 22,162
Change-22,162 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 22,090
Change-22,090 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 21,837
Change-21,837 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 21,740
Change-21,740 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 21,689
Change-21,689 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 21,674
Change-21,674 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 21,598
Change-21,598 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 21,584
Change-21,584 (-100%)
Value—
Deepwater Asset Management, LLC
N/A
Shares— from 20,915
Change-20,915 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 20,830
Change-20,830 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 20,792
Change-20,792 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,753
Change-20,753 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 20,704
Change-20,704 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,704
Change-20,704 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 20,681
Change-20,681 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 20,668
Change-20,668 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 20,603
Change-20,603 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 20,493
Change-20,493 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 20,378
Change-20,378 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 20,299
Change-20,299 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 20,139
Change-20,139 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 19,925
Change-19,925 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 19,851
Change-19,851 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 19,841
Change-19,841 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 19,824
Change-19,824 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 19,506
Change-19,506 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 19,405
Change-19,405 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 19,185
Change-19,185 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 19,163
Change-19,163 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 19,161
Change-19,161 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 19,087
Change-19,087 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,057
Change-19,057 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 18,910
Change-18,910 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 18,726
Change-18,726 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 18,652
Change-18,652 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 18,524
Change-18,524 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 18,470
Change-18,470 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 18,374
Change-18,374 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 18,328
Change-18,328 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 18,240
Change-18,240 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 18,205
Change-18,205 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 18,202
Change-18,202 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 17,947
Change-17,947 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 17,906
Change-17,906 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,750
Change-17,750 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,704
Change-17,704 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 17,526
Change-17,526 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 17,506
Change-17,506 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 17,396
Change-17,396 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 17,329
Change-17,329 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 17,291
Change-17,291 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 17,050
Change-17,050 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 16,988
Change-16,988 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 16,789
Change-16,789 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 16,697
Change-16,697 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 16,590
Change-16,590 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 16,530
Change-16,530 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 16,477
Change-16,477 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 16,285
Change-16,285 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 16,210
Change-16,210 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 16,077
Change-16,077 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 15,874
Change-15,874 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 15,832
Change-15,832 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 15,791
Change-15,791 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 15,749
Change-15,749 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 15,734
Change-15,734 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 15,698
Change-15,698 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 15,518
Change-15,518 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 15,311
Change-15,311 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 15,267
Change-15,267 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 15,110
Change-15,110 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 15,098
Change-15,098 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 15,073
Change-15,073 (-100%)
Value—
Grand Alliance Asset Management Ltd
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 14,966
Change-14,966 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 14,960
Change-14,960 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 14,954
Change-14,954 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 14,907
Change-14,907 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 14,744
Change-14,744 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 14,712
Change-14,712 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 14,524
Change-14,524 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 14,133
Change-14,133 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,121
Change-14,121 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,099
Change-14,099 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 14,010
Change-14,010 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 14,010
Change-14,010 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 13,975
Change-13,975 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 13,929
Change-13,929 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 13,849
Change-13,849 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 13,812
Change-13,812 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 13,707
Change-13,707 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 13,692
Change-13,692 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 13,689
Change-13,689 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 13,624
Change-13,624 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 13,621
Change-13,621 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 13,617
Change-13,617 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 13,315
Change-13,315 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 13,108
Change-13,108 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 13,042
Change-13,042 (-100%)
Value—
ARP Global Capital Ltd
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
Kultura Capital Management LP
N/A
Shares— from 12,880
Change-12,880 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 12,820
Change-12,820 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 12,758
Change-12,758 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 12,715
Change-12,715 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 12,650
Change-12,650 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 12,511
Change-12,511 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 12,448
Change-12,448 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 12,303
Change-12,303 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 12,271
Change-12,271 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 12,265
Change-12,265 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 12,239
Change-12,239 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 12,144
Change-12,144 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 12,042
Change-12,042 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 11,990
Change-11,990 (-100%)
Value—
Night Squared LP
N/A
Shares— from 11,970
Change-11,970 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,802
Change-11,802 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 11,744
Change-11,744 (-100%)
Value—
Napean Trading & Investment Co (Singapore) PTE Ltd
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 11,607
Change-11,607 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 11,498
Change-11,498 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 11,458
Change-11,458 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 11,311
Change-11,311 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 11,257
Change-11,257 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 11,128
Change-11,128 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 11,087
Change-11,087 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 10,978
Change-10,978 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 10,855
Change-10,855 (-100%)
Value—
BNP Paribas
N/A
Shares— from 10,795
Change-10,795 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,788
Change-10,788 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 10,677
Change-10,677 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 10,653
Change-10,653 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 10,494
Change-10,494 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 10,463
Change-10,463 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,398
Change-10,398 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 10,377
Change-10,377 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 10,338
Change-10,338 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 10,334
Change-10,334 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 10,061
Change-10,061 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 9,936
Change-9,936 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 9,769
Change-9,769 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,684
Change-9,684 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 9,618
Change-9,618 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,570
Change-9,570 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 9,535
Change-9,535 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 9,408
Change-9,408 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 9,375
Change-9,375 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 9,330
Change-9,330 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 9,262
Change-9,262 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 9,254
Change-9,254 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 9,187
Change-9,187 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 9,160
Change-9,160 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 8,979
Change-8,979 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 8,931
Change-8,931 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 8,884
Change-8,884 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 8,881
Change-8,881 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 8,824
Change-8,824 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 8,823
Change-8,823 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 8,797
Change-8,797 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 8,569
Change-8,569 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 8,562
Change-8,562 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 8,541
Change-8,541 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 8,539
Change-8,539 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 8,432
Change-8,432 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 8,333
Change-8,333 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,287
Change-8,287 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 8,229
Change-8,229 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 8,172
Change-8,172 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 8,037
Change-8,037 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 7,956
Change-7,956 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 7,903
Change-7,903 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 7,869
Change-7,869 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 7,815
Change-7,815 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 7,749
Change-7,749 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 7,747
Change-7,747 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 7,717
Change-7,717 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 7,659
Change-7,659 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 7,632
Change-7,632 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 7,605
Change-7,605 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 7,338
Change-7,338 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 7,321
Change-7,321 (-100%)
Value—
CNB Bank
N/A
Shares— from 7,293
Change-7,293 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 7,264
Change-7,264 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 7,260
Change-7,260 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 7,201
Change-7,201 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,122
Change-7,122 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 7,082
Change-7,082 (-100%)
Value—
Allianz SE
N/A
Shares— from 7,072
Change-7,072 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 7,059
Change-7,059 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 6,835
Change-6,835 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 6,768
Change-6,768 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 6,744
Change-6,744 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,717
Change-6,717 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,693
Change-6,693 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 6,651
Change-6,651 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,594
Change-6,594 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 6,496
Change-6,496 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 6,459
Change-6,459 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 6,444
Change-6,444 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,439
Change-6,439 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 6,417
Change-6,417 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,348
Change-6,348 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 6,225
Change-6,225 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
Optas, LLC
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,743
Change-5,743 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,720
Change-5,720 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 5,709
Change-5,709 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,686
Change-5,686 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 5,682
Change-5,682 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 5,593
Change-5,593 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 5,562
Change-5,562 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 5,486
Change-5,486 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Centennial Bank
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 5,416
Change-5,416 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Central Asset Investments & Management Holdings (HK) Ltd
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 5,107
Change-5,107 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 5,092
Change-5,092 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 4,934
Change-4,934 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 4,908
Change-4,908 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,888
Change-4,888 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 4,739
Change-4,739 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,718
Change-4,718 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 4,717
Change-4,717 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,504
Change-4,504 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 4,455
Change-4,455 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,989
Change-3,989 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 3,974
Change-3,974 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 3,721
Change-3,721 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 3,533
Change-3,533 (-100%)
Value—
Sustainable Insight Capital Management, LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 2,912
Change-2,912 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 2,735
Change-2,735 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Black Creek Investment Management Inc.
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
BCR Wealth Strategies, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Pragma Gestao de Patrimonio LTD
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Corient IA LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 1,607
Change-1,607 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,601
Change-1,601 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Ketron Financial
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Legacy Trust
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,235
Change-1,235 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
CIM, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 998
Change-998 (-100%)
Value—
AXA S.A.
N/A
Shares— from 998
Change-998 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 984
Change-984 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 982
Change-982 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 963
Change-963 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 951
Change-951 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 933
Change-933 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 917
Change-917 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 912
Change-912 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 906
Change-906 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 893
Change-893 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 879
Change-879 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 873
Change-873 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
American Trust
N/A
Shares— from 866
Change-866 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 850
Change-850 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 840
Change-840 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 814
Change-814 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 801
Change-801 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 800
Change-800 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 800
Change-800 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 799
Change-799 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 796
Change-796 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 786
Change-786 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 782
Change-782 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 775
Change-775 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 774
Change-774 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 766
Change-766 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 765
Change-765 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 764
Change-764 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 756
Change-756 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 746
Change-746 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 735
Change-735 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 732
Change-732 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 730
Change-730 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 706
Change-706 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 702
Change-702 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Betterment LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 697
Change-697 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 680
Change-680 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 672
Change-672 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 666
Change-666 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 664
Change-664 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 664
Change-664 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 647
Change-647 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 640
Change-640 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 634
Change-634 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 628
Change-628 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 624
Change-624 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 621
Change-621 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 614
Change-614 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 600
Change-600 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 597
Change-597 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 597
Change-597 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 594
Change-594 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 576
Change-576 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 556
Change-556 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 553
Change-553 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 548
Change-548 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 540
Change-540 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 526
Change-526 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 520
Change-520 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 512
Change-512 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 503
Change-503 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 490
Change-490 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 481
Change-481 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 471
Change-471 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 470
Change-470 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 469
Change-469 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 419
Change-419 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 400
Change-400 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 394
Change-394 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 378
Change-378 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 311
Change-311 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 302
Change-302 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
S&T Bank
N/A
Shares— from 262
Change-262 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 233
Change-233 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 225
Change-225 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 224
Change-224 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 212
Change-212 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 182
Change-182 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 105
Change-105 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 100
Change-100 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 95
Change-95 (-100%)
Value—
Toews Corp
N/A
Shares— from 91
Change-91 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 82
Change-82 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 58
Change-58 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 57
Change-57 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 39
Change-39 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 36
Change-36 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 33
Change-33 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 31
Change-31 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 20
Change-20 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 17
Change-17 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 10
Change-10 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED8,535,0878,717,571-182,484-2%$3.8B$2.8B-$973.7M2026-11-05
Dimensional Fund Advisors LP
DECREASED5,743,2475,956,458-213,211-4%$2.6B$1.9B-$693.5M2026-11-04
Swedbank AB
DECREASED4,631,5514,649,445-17,8940%$2.0B$1.5B-$493.2M2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED3,494,1363,312,931+181,205+5%$1.4B$1.1B-$287.7M2026-11-05
Citigroup Inc
DECREASED3,314,9894,210,122-895,133-21%$1.8B$1.1B-$735.4M2026-11-04
Pictet Asset Management Holding SA
INCREASED3,064,3042,652,682+411,622+16%$1.1B$1.0B-$142.7M2026-11-03
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,912,2683,000,953-88,685-3%$1.3B$956.7M-$343.7M2026-10-29
Principal Financial Group Inc
INCREASED2,651,9321,924,829+727,103+38%$834.1M$871.2M+$37.1M2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED1,992,6381,835,997+156,641+9%$795.6M$654.6M-$141.0M2026-10-20
DekaBank Deutsche Girozentrale
NEW1,944,502—+1,944,502——$631.9K—2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
DECREASED1,650,8762,158,692-507,816-24%$927.2M$540.7M-$386.4M2026-10-29
ProShare Advisors LLC
INCREASED1,614,9301,530,097+84,833+6%$663.0M$530.5M-$132.5M2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED1,610,6531,490,242+120,411+8%$645.8M$529.1M-$116.7M2026-11-03
MacKenzie Financial Corp
DECREASED1,513,9791,582,810-68,831-4%$685.9M$497.4M-$188.5M2026-11-02
Truist Financial Corp
DECREASED1,433,0831,725,883-292,800-17%$747.9M$470.8M-$277.1M2026-10-30
Thrivent Financial for Lutherans
INCREASED1,284,3921,075,010+209,382+19%$465.8M$413.1M-$52.6M2026-11-05
Neos Investment Management LLC
INCREASED1,070,502951,247+119,255+13%$412.2M$351.7M-$60.5M2026-11-04
Assenagon Asset Management S.A.
INCREASED970,499519,230+451,269+87%$225.0M$318.8M+$93.8M2026-10-15
New York State Teachers Retirement System
DECREASED963,2651,017,431-54,166-5%$440.9M$316.4K-$440.6M2026-10-22
KBC Group NV
DECREASED850,3181,610,743-760,425-47%$698.0M$279.3K-$697.7M2026-10-22
Creative Planning
INCREASED829,683728,684+100,999+14%$315.8M$272.6M-$43.2M2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED812,140535,573+276,567+52%$232.2M$267.0K-$231.9M2026-11-02
Candriam S.C.A.
INCREASED713,853713,392+461+0%$308.8M$235.4M-$73.5M2026-11-03
AGF Management LTD
INCREASED711,282667,135+44,147+7%$289.1M$233.7M-$55.4M2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED700,385598,102+102,283+17%$234.0M$238.2M+$4.2M2026-11-04
Temasek Holdings (Private) Ltd
DECREASED681,802755,004-73,202-10%$327.2M$224.0M-$103.2M2026-10-28
CIBC Asset Management Inc
INCREASED670,886616,415+54,471+9%$267.1M$220.4M-$46.8M2026-11-05
Cardano Risk Management B.V.
INCREASED661,914535,748+126,166+24%$232.2K$217.4K-$14.7K2026-10-20
Montrusco Bolton Investments Inc.
DECREASED648,283671,482-23,199-3%$291.0M$213.0M-$78.0M2026-10-13
GF Fund Management Co. Ltd.
DECREASED624,028688,419-64,391-9%$298.3M$205.0M-$93.3M2026-10-26
Asset Management One Co., Ltd.
DECREASED609,201630,534-21,333-3%$273.2M$200.1M-$73.1M2026-10-27
SEB Asset Management AB
INCREASED605,574448,909+156,665+35%$194.5M$198.9M+$4.4M2026-11-04
Swiss Life Asset Management Ltd
DECREASED595,162769,346-174,184-23%$333.4M$195.5M-$137.9M2026-11-03
Strs Ohio
DECREASED541,396544,256-2,860-1%$235.8M$177.9M-$58.0M2026-10-30
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED536,303568,010-31,707-6%$246.1M$176.2M-$70.0M2026-10-15
Fifth Third Bancorp
INCREASED535,838527,507+8,331+2%$228.6M$176.0M-$52.6M2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED490,081986,841-496,760-50%$322.7M$135.0M-$187.7M2026-10-13
Associated Banc-Corp
DECREASED489,561546,875-57,314-10%$237.0M$160.8M-$76.2M2026-10-30
Vaughan David Investments LLC
DECREASED477,829498,885-21,056-4%$216.2M$157.0M-$59.2M2026-11-05
TrinityBridge Ltd
DECREASED477,440584,653-107,213-18%$253.4M$156.9K-$253.2M2026-10-30
Daiwa Securities Group Inc.
DECREASED461,7021,201,405-739,703-62%$520.6M$151.7M-$368.9M2026-10-29
Virginia Retirement Systems ET Al
INCREASED414,574392,874+21,700+6%$170.2M$136.2M-$34.1M2026-10-28
State of New Jersey Common Pension Fund D
INCREASED403,879403,780+99+0%$175.0M$132.7M-$42.3M2026-11-05
US Bancorp \de\
DECREASED378,797394,657-15,860-4%$171.0M$124.4M-$46.6M2026-11-05
Rakuten Investment Management, Inc.
NEW377,926—+377,926——$122.4M—2026-10-30
Xponance LLC
INCREASED377,273364,140+13,133+4%$157.8M$123.9M-$33.9M2026-11-03
Calamos Advisors LLC
INCREASED370,148365,435+4,713+1%$158.4M$121.6M-$36.8M2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED369,143363,843+5,300+1%$157.7M$121.3K-$157.5M2026-10-08
Czech National Bank
INCREASED359,535355,960+3,575+1%$154.2M$118.1M-$36.1M2026-10-13
Nisa Investment Advisors, LLC
DECREASED359,468379,382-19,914-5%$164.5M$118.2M-$46.3M2026-10-20
Assetmark, Inc
INCREASED355,611340,833+14,778+4%$147.7M$116.8M-$30.9M2026-10-21
Arizona State Retirement System
INCREASED353,401346,510+6,891+2%$150.2M$116.1M-$34.1M2026-11-03
State of Michigan Retirement System
DECREASED353,000358,800-5,800-2%$155.5M$116.0M-$39.5M2026-10-27
Raiffeisen Bank International AG
DECREASED337,047374,248-37,201-10%$153.8M$109.2M-$44.6M2026-10-28
Vest Financial, LLC
DECREASED326,056384,415-58,359-15%$166.6M$107.1M-$59.5M2026-10-21
ARS Investment Partners, LLC
DECREASED323,542355,425-31,883-9%$154.0M$106.3M-$47.7M2026-11-05
TD Waterhouse Canada Inc.
DECREASED320,827393,729-72,902-19%$153.9M$109.1M-$44.8M2026-10-16
Commonwealth Equity Services, LLC
DECREASED313,707332,659-18,952-6%$144.2M$103.1M-$41.1M2026-11-02
Retirement Systems of Alabama
INCREASED311,528262,717+48,811+19%$113.8M$102.3M-$11.5M2026-11-04
IFM Investors Pty Ltd
INCREASED297,793287,229+10,564+4%$124.5M$97.8M-$26.6M2026-10-14
Artemis Investment Management LLP
DECREASED296,062644,861-348,799-54%$279.4M$97.3M-$182.2M2026-10-08
Achmea Investment Management B.V.
DECREASED286,704425,361-138,657-33%$184.3M$94.3M-$90.1M2026-10-30
UniSuper Management Pty Ltd
INCREASED279,063240,066+38,997+16%$104.0M$91.7M-$12.4M2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED276,459276,217+242+0%$119.7M$90.8M-$28.9M2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED271,289268,636+2,653+1%$116.4M$89.1M-$27.3M2026-10-19
Williams Jones Wealth Management, Llc.
DECREASED257,881274,278-16,397-6%$118.9M$84.7M-$34.1M2026-11-05
Amalgamated Bank
DECREASED257,574262,534-4,960-2%$113.8M$84.6K-$113.7M2026-10-23
Exchange Traded Concepts, LLC
INCREASED255,459214,465+40,994+19%$92.9M$83.9M-$9.0M2026-10-28
Crestwood Advisors Group, LLC
DECREASED253,780267,669-13,889-5%$116.0M$83.4M-$32.6M2026-10-27
Lido Advisors, LLC
DECREASED251,625256,239-4,614-2%$111.1M$82.7M-$28.4M2026-11-04
Pinnacle Associates LTD
DECREASED251,376255,656-4,280-2%$110.8M$82.6M-$28.2M2026-10-20
iA Global Asset Management Inc.
INCREASED243,604242,809+795+0%$105.2M$80.0K-$105.1M2026-10-29
Aware Super Pty Ltd as trustee of Aware Super
DECREASED240,889241,689-8000%$104.7M$79.1M-$25.6M2026-10-30
Wedge Capital Management L L P
INCREASED236,241220,495+15,746+7%$95.5M$77.6M-$17.9M2026-10-13
Neville Rodie & Shaw Inc
DECREASED228,646243,027-14,381-6%$105.3K$75.1K-$30.2K2026-10-05
B. Metzler seel. Sohn & Co. AG
INCREASED218,027204,254+13,773+7%$88.5M$71.6M-$16.9M2026-10-30
Gateway Investment Advisers LLC
DECREASED217,151232,236-15,085-6%$100.6M$71.3M-$29.3M2026-10-13
New York Life Investment Management LLC
INCREASED211,558205,583+5,975+3%$89.1M$69.5M-$19.6M2026-11-04
Vontobel Holding Ltd.
INCREASED207,470202,715+4,755+2%$87.8M$68.2M-$19.7M2026-10-16
OP Asset Management Ltd
INCREASED204,591169,758+34,833+21%$73.6M$67.2M-$6.4M2026-11-05
Adams Diversified Equity Fund, Inc.
UNCHANGED199,300199,30000%$86.4M$65.5M-$20.9M2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED197,840205,801-7,961-4%$89.2M$65.1M-$24.2M2026-10-22
Burney Co/
DECREASED194,780204,176-9,396-5%$88.5M$64.0M-$24.5M2026-10-15
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED184,210180,116+4,094+2%$78.0M$60.5M-$17.5M2026-10-20
McGuire Investment Group, LLC
DECREASED178,611182,811-4,200-2%$79.2M$58.7M-$20.5M2026-10-23
Wealth Architects, LLC
INCREASED178,478178,222+256+0%$77.2M$58.6M-$18.6M2026-11-03
Aegon Asset Management UK PLC
DECREASED177,025213,677-36,652-17%$92.6M$58.2M-$34.4M2026-11-04
Ethic Inc.
INCREASED174,686173,312+1,374+1%$75.1M$57.4M-$17.7M2026-11-03
Cullen T Bankers, Inc.
INCREASED173,998113,089+60,909+54%$49.0M$57.2M+$8.2M2026-10-28
Parnassus Investments, LLC
DECREASED173,348185,517-12,169-7%$80.4M$56.9M-$23.4M2026-10-22
ABN Amro Investment Solutions
INCREASED164,710134,707+30,003+22%$58.4M$54.1M-$4.3M2026-10-21
J.P. Marvel Investment Advisors, LLC
DECREASED160,290160,505-2150%$69.6M$52.7M-$16.9M2026-11-02
Nicholas Company, Inc.
DECREASED159,567159,717-1500%$69.2M$52.4M-$16.8M2026-11-05
Factory Mutual Insurance Co
INCREASED159,15093,550+65,600+70%$40.5M$52.3M+$11.7M2026-10-30
Fideuram Asset Management (Ireland) dac
INCREASED158,423155,438+2,985+2%$51.3M$50.9M-$422.1K2026-10-29
Profund Advisors LLC
DECREASED157,595173,756-16,161-9%$75.3M$51.8M-$23.5M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED156,314166,336-10,022-6%$72.1M$51.4K-$72.0M2026-11-02
Mutual of America Capital Management LLC
DECREASED156,010157,655-1,645-1%$68.3M$51.3M-$17.1M2026-10-23
Guinness Asset Management LTD
INCREASED155,923155,776+147+0%$66.0M$51.2M-$14.8M2026-11-05
Oregon Public Employees Retirement Fund
INCREASED153,852153,766+86+0%$66.6M$50.5M-$16.1M2026-10-30
Nippon Life Global Investors Americas, Inc.
DECREASED152,120154,980-2,860-2%$67.2M$50.0M-$17.2M2026-10-29
ASR Vermogensbeheer N.V.
DECREASED150,340172,453-22,113-13%$74.7M$49.4M-$25.3M2026-10-16
Avanza Fonder AB
INCREASED147,553131,897+15,656+12%$57.2M$48.5M-$8.7M2026-10-13
Brooklands Fund Management Ltd
NEW142,800—+142,800——$46.9M—2026-10-28
Gradient Investments LLC
DECREASED141,039150,167-9,128-6%$65.1M$46.3M-$18.7M2026-10-08
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED140,70020,000+120,700+604%$8.7M$46.2M+$37.6M2026-11-04
Louisiana State Employees Retirement System
DECREASED140,400144,300-3,900-3%$62.5M$46.1M-$16.4M2026-10-20
Kestra Advisory Services, LLC
DECREASED140,229145,993-5,764-4%$63.3M$46.1M-$17.2M2026-11-02
Braun Stacey Associates Inc
DECREASED138,955155,268-16,313-11%$67.3M$45.6M-$21.6M2026-10-19
Sava Infond d.o.o.
INCREASED134,140111,740+22,400+20%$48.4M$44.1M-$4.4M2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
INCREASED130,176129,617+559+0%$56.2M$42.8K-$56.1M2026-10-26
Banque Pictet & CIE SA
INCREASED130,03967,344+62,695+93%$29.2M$42.7M+$13.5M2026-10-16
Harbor Island Capital LLC
DECREASED128,181148,878-20,697-14%$64.5M$42.1M-$22.4M2026-10-23
Illinois Municipal Retirement Fund
INCREASED127,762125,071+2,691+2%$54.2M$42.0M-$12.2M2026-11-05
Yousif Capital Management, LLC
INCREASED124,993123,703+1,290+1%$53.6M$41.1M-$12.5M2026-10-22
Maryland State Retirement & Pension System
INCREASED124,65567,294+57,361+85%$29.2M$41.0M+$11.8M2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED123,234123,064+170+0%$53.3M$40.5M-$12.8M2026-10-22
Nemes Rush Group LLC
DECREASED121,915123,512-1,597-1%$53.5M$40.1M-$13.5M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED121,55898,862+22,696+23%$42.8M$39.9M-$2.9M2026-10-16
One Way Holdings LLC
INCREASED119,330116,110+3,220+3%$50.3M$39.2M-$11.1M2026-10-29
State of Alaska, Department of Revenue
DECREASED118,533122,533-4,000-3%$53.1M$38.9K-$53.1M2026-10-15
AIA Group Ltd
DECREASED116,034144,127-28,093-19%$62.5M$38.1M-$24.3M2026-10-30
Crossmark Global Holdings, Inc.
DECREASED115,003132,930-17,927-13%$57.6M$37.8M-$19.8M2026-10-21
Midwest Trust Co
INCREASED114,818108,182+6,636+6%$46.9M$37.7M-$9.2M2026-10-22
SteelPeak Wealth, LLC
DECREASED114,672138,129-23,457-17%$59.9M$37.7M-$22.2M2026-10-16
Generali Asset Management SPA SGR
DECREASED114,058115,587-1,529-1%$50.1M$37.5M-$12.6M2026-10-26
Moran Wealth Management, LLC
DECREASED113,681118,675-4,994-4%$51.4M$37.3M-$14.1M2026-10-22
Annex Advisory Services, LLC
INCREASED113,3711,215+112,156+9231%$526.3K$37.2M+$36.7M2026-10-16
Smith Group Asset Management, LLC
DECREASED109,941175,747-65,806-37%$76.2M$36.1M-$40.0M2026-10-27
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED109,498116,898-7,400-6%$50.7M$36.0M-$14.7M2026-10-21
HB Wealth Management, LLC
INCREASED109,332106,838+2,494+2%$46.3M$35.9M-$10.4M2026-10-23
Kepler Cheuvreux (Suisse) SA
DECREASED108,652118,131-9,479-8%$51.2M$35.7M-$15.5M2026-10-20
King Luther Capital Management Corp
INCREASED108,55184,543+24,008+28%$36.6M$35.7M-$974.9K2026-11-05
Global X Japan Co., Ltd.
DECREASED104,786116,869-12,083-10%$50.6M$34.4M-$16.2M2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED103,354102,238+1,116+1%$35.4M$28.1M-$7.3M2026-10-21
Motley Fool Asset Management LLC
INCREASED102,71393,731+8,982+10%$40.6M$33.7M-$6.9M2026-10-27
Vise Technologies, Inc.
INCREASED102,585101,038+1,547+2%$43.8M$33.7M-$10.1M2026-10-29
First Merchants Corp
DECREASED101,009102,322-1,313-1%$44.3M$33.2M-$11.2M2026-10-15
Glenview Trust Co
DECREASED100,098100,253-1550%$43.4M$32.9M-$10.6M2026-10-28
Baker Ellis Asset Management LLC
DECREASED99,085105,992-6,907-7%$45.9M$32.6M-$13.4M2026-10-14
Gulf International Bank (UK) Ltd
UNCHANGED97,27697,27600%$42.2M$32.0K-$42.1M2026-10-20
Allen Investment Management, LLC
INCREASED94,40892,737+1,671+2%$40.2M$31.0M-$9.2M2026-11-03
Diversify Advisory Services, LLC
DECREASED94,12197,064-2,943-3%$28.3M$26.1M-$2.2M2026-10-20
Diversify Wealth Management, LLC
DECREASED94,12197,064-2,943-3%$28.3M$26.1M-$2.2M2026-10-20
Arbejdsmarkedets Tillaegspension
INCREASED92,70082,300+10,400+13%$35.7M$30.5M-$5.2M2026-10-30
Nilsine Partners, LLC
DECREASED92,57799,904-7,327-7%$43.3M$30.4M-$12.9M2026-11-02
Violich Capital Management, Inc.
UNCHANGED92,25092,25000%$40.0M$30.3M-$9.7M2026-10-05
Jefferies Financial Group Inc.
DECREASED91,865123,454-31,589-26%$53.5M$30.2M-$23.3M2026-11-05
YHB Investment Advisors, Inc.
DECREASED91,54196,662-5,121-5%$41.9M$30.1M-$11.8M2026-10-08
Park Avenue Securities LLC
INCREASED90,71584,400+6,315+7%$36.6M$29.8K-$36.5M2026-10-26
Cookson Peirce & Co Inc
INCREASED89,39787,973+1,424+2%$38.1M$29.4M-$8.8M2026-10-30
Hosking Partners LLP
INCREASED87,59385,010+2,583+3%$36.8M$28.8M-$8.1M2026-10-21
Linscomb Wealth, Inc.
DECREASED86,32299,082-12,760-13%$42.9M$28.4M-$14.6M2026-11-05
OpenArc Corporate Advisory, LLC
INCREASED85,40683,207+2,199+3%$36.1M$28.1M-$8.0M2026-10-21
Larson Financial Group LLC
INCREASED84,06983,626+443+1%$36.2M$27.6M-$8.6M2026-11-05
Turtle Creek Wealth Advisors, LLC
DECREASED83,39986,112-2,713-3%$37.3M$27.4M-$9.9M2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED80,86281,129-2670%$35.2M$26.6M-$8.6M2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED79,83680,801-965-1%$35.0M$26.2M-$8.8M2026-11-03
Fusion Capital, LLC
DECREASED77,30579,779-2,474-3%$34.6M$25.4M-$9.2M2026-10-28
Strategic Planning Group, LLC
INCREASED76,37561,856+14,519+23%$26.8M$25.1M-$1.7M2026-10-22
Compagnie Lombard Odier SCmA
DECREASED75,928102,737-26,809-26%$44.5M$24.9M-$19.6M2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED74,44573,978+467+1%$32.1M$24.5M-$7.6M2026-10-27
J. Safra Sarasin Holding AG
DECREASED71,70596,952-25,247-26%$20.8M$17.4M-$3.5M2026-10-26
Eldred Rock Partners, LLC
INCREASED71,68571,251+434+1%$30.9M$23.5M-$7.3M2026-10-13
D.A. Davidson & Co.
DECREASED71,28874,994-3,706-5%$32.5M$23.4M-$9.1M2026-10-28
OAK Ridge Investments LLC
DECREASED71,17575,060-3,885-5%$32.5M$23.4M-$9.1M2026-10-30
Fulcrum Capital LLC
DECREASED70,31671,266-950-1%$30.9M$23.1M-$7.8M2026-10-15
China Universal Asset Management Co., Ltd.
INCREASED69,72665,644+4,082+6%$28.5M$22.6M-$5.9M2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED68,97665,453+3,523+5%$23.1M$22.1M-$1.0M2026-10-13
Hennion & Walsh Asset Management, Inc.
DECREASED68,44974,391-5,942-8%$32.2M$22.5M-$9.7M2026-10-13
Convergence Investment Partners, LLC
INCREASED68,20464,972+3,232+5%$28.2M$22.4M-$5.7M2026-10-28
Central Bank & Trust Co
DECREASED67,64169,561-1,920-3%$30.1M$22.2M-$7.9M2026-10-09
Hartford Investment Management Co
DECREASED66,97769,116-2,139-3%$30.0M$22.0M-$7.9M2026-11-04
Prairie Advisory, LLC
INCREASED66,44436,491+29,953+82%$15.8M$21.8M+$6.0M2026-10-19
Kwmg, LLC
DECREASED66,11769,644-3,527-5%$30.2M$21.7M-$8.5M2026-10-07
Farther Finance Advisors, LLC
INCREASED65,94158,476+7,465+13%$25.3M$21.7M-$3.6M2026-10-08
Atria Investments, Inc
DECREASED65,12669,785-4,659-7%$30.2M$21.4M-$8.8M2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED64,60917,554+47,055+268%$7.2M$21.2M+$14.0M2026-10-13
Carderock Capital Management Inc
DECREASED63,63973,797-10,158-14%$32.0M$20.9M-$11.1M2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED63,62768,606-4,979-7%$29.7M$20.9M-$8.8M2026-10-20
Stanley-Laman Group, Ltd.
DECREASED63,29763,629-332-1%$27.6M$20.8M-$6.8M2026-10-20
Naples Global Advisors, LLC
DECREASED63,16567,346-4,181-6%$29.2M$20.8M-$8.4M2026-11-05
Carret Asset Management, LLC
DECREASED62,44365,068-2,625-4%$28.2M$20.5M-$7.7M2026-11-04
New Mexico Educational Retirement Board
UNCHANGED62,13062,13000%$26.9M$20.4M-$6.5M2026-11-05
First Citizens Bank & Trust Co
DECREASED61,931106,241-44,310-42%$46.0M$20.3M-$25.7M2026-10-14
Insight Wealth Strategies, LLC
INCREASED61,39860,806+592+1%$23.8M$20.2M-$3.6M2026-10-09
Elemental Capital Partners LLC
INCREASED59,40557,710+1,695+3%$25.0M$19.5M-$5.5M2026-10-14
MGO One Seven LLC
INCREASED58,62547,300+11,325+24%$20.5M$19.3M-$1.2M2026-10-28
E. Ohman J:or Asset Management AB
INCREASED58,60157,351+1,250+2%$24.9M$19.3M-$5.6M2026-10-22
Ag2r LA Mondiale Gestion D'actifs
INCREASED58,25854,795+3,463+6%$23.7M$19.1M-$4.6M2026-10-26
Aviance Capital Partners, LLC
DECREASED57,56958,147-578-1%$25.2M$18.9M-$6.3M2026-10-29
Tritonpoint Wealth, LLC
DECREASED57,09562,831-5,736-9%$27.2M$18.8M-$8.5M2026-10-19
Pittenger & Anderson Inc
DECREASED56,41158,963-2,552-4%$25.6M$18.5M-$7.0M2026-11-02
Rockline Wealth Management, LLC
INCREASED56,34956,191+158+0%$24.3M$18.5M-$5.8M2026-10-26
Generate Investment Management Ltd
DECREASED56,28791,916-35,629-39%$39.8M$18.5M-$21.3M2026-10-14
CX Institutional
INCREASED56,10425,495+30,609+120%$11.0K$18.4K+$7.4K2026-10-02
Brookstone Capital Management
DECREASED55,17060,735-5,565-9%$26.3M$18.1M-$8.2M2026-10-22
Modera Wealth Management, LLC
DECREASED54,59859,586-4,988-8%$25.8M$17.9M-$7.9M2026-10-28
Sierra Summit Advisors LLC
INCREASED53,88853,034+854+2%$23.0M$17.7M-$5.3M2026-10-28
Prospera Financial Services Inc
DECREASED53,75271,870-18,118-25%$31.1M$12.9M-$18.3M2026-11-04
Means Investment Co., Inc.
DECREASED52,07255,238-3,166-6%$23.9M$17.1M-$6.8M2026-11-03
Copeland Capital Management, LLC
DECREASED52,00354,547-2,544-5%$23.6M$17.1M-$6.6M2026-10-13
Brighton Jones LLC
INCREASED51,70027,771+23,929+86%$12.0M$17.0M+$5.0M2026-11-03
Congress Asset Management Co
DECREASED51,38153,337-1,956-4%$23.1M$16.9M-$6.2M2026-10-06
Venture Visionary Partners LLC
INCREASED50,71746,519+4,198+9%$20.2M$16.7M-$3.5M2026-10-07
Bank Pictet & Cie (Europe) AG
INCREASED50,7032,064+48,639+2357%$894.4K$16.7M+$15.8M2026-10-20
Spear Advisors LLC
INCREASED50,45633,817+16,639+49%$14.7M$16.6M+$1.9M2026-10-27
Boston Trust Walden Corp
DECREASED50,45166,424-15,973-24%$28.8M$16.6M-$12.2M2026-10-30
Mirae Asset Securities (USA) Inc.
NEW50,109—+50,109——$16.5M—2026-10-15
Greenleaf Trust
DECREASED49,76251,866-2,104-4%$22.5M$16.3M-$6.1M2026-10-29
Fifth Third Wealth Advisors LLC
DECREASED49,53349,903-370-1%$21.6M$16.3M-$5.4M2026-10-22
Citizens Financial Group Inc
DECREASED49,48349,672-1890%$21.5M$16.3M-$5.3M2026-10-23
CWA Asset Management Group, LLC
INCREASED49,32046,999+2,321+5%$20.4M$16.2M-$4.2M2026-10-19
Tokio Marine Asset Management Co LTD
INCREASED48,81246,482+2,330+5%$20.1M$16.0M-$4.1M2026-10-26
Oppenheimer & Co Inc
DECREASED48,28151,877-3,596-7%$22.5M$15.9M-$6.6M2026-10-26
Sterling Capital Management LLC
DECREASED47,63753,165-5,528-10%$23.0M$15.6M-$7.4M2026-10-22
Stiles Financial Services Inc
DECREASED47,41548,385-970-2%$21.0M$15.6M-$5.4M2026-10-30
Spire Wealth Management
DECREASED46,89249,914-3,022-6%$21.6M$15.4M-$6.2M2026-10-30
Bokf, NA
INCREASED46,86142,094+4,767+11%$18.2M$15.4M-$2.8M2026-10-27
Avidian Wealth Enterprises, LLC
INCREASED46,02945,906+123+0%$19.9M$15.1M-$4.8M2026-10-08
PKO Investment Management Joint-Stock Co
INCREASED46,00040,500+5,500+14%$17.5M$15.1M-$2.4M2026-10-19
Scott & Selber, Inc.
INCREASED45,87445,867+7+0%$19.9M$15.1M-$4.8M2026-10-21
Keybank National Association
INCREASED45,67743,521+2,156+5%$18.9M$15.0M-$3.9M2026-11-04
Munich Reinsurance Co Stock Corp in Munich
INCREASED45,13742,175+2,962+7%$18.3M$14.8M-$3.4M2026-10-30
VestGen Advisors, LLC
DECREASED45,01151,969-6,958-13%$22.5M$14.8M-$7.7M2026-10-27
Calamos Wealth Management LLC
INCREASED44,87243,862+1,010+2%$19.0M$14.7M-$4.3M2026-11-02
Pacifica Partners Inc.
DECREASED43,98944,218-229-1%$15.6M$15.0M-$600.3K2026-10-09
Valley National Advisers Inc
DECREASED43,77959,166-15,387-26%$25.6M$14.4M-$11.3M2026-10-23
Chapin Davis, Inc.
INCREASED43,30743,099+208+0%$18.7M$14.2M-$4.4M2026-10-09
Kintegral Advisory, LLC
INCREASED43,07742,834+243+1%$18.6M$14.2M-$4.4M2026-10-16
Gamma Investing LLC
INCREASED43,06039,912+3,148+8%$17.3M$14.1M-$3.1M2026-10-08
Harbour Capital Advisors, LLC
DECREASED42,79943,186-387-1%$15.1M$14.1M-$1.1M2026-10-13
Artemis Wealth Advisors, LLC
INCREASED42,50040,000+2,500+6%$17.3M$14.0M-$3.4M2026-11-05
N10 Wealth, LLC
INCREASED42,49133,943+8,548+25%$14.7M$14.0M-$749.8K2026-10-14
Cypress Capital Group
INCREASED42,47641,496+980+2%$18.0M$14.0M-$4.0M2026-11-03
Sanders Morris Harris LLC
NEW42,420—+42,420——$13.9M—2026-10-14
Apollon Wealth Management, LLC
INCREASED42,37839,664+2,714+7%$17.2M$13.9M-$3.3M2026-10-23
Capital Investment Advisors, LLC
DECREASED42,16043,381-1,221-3%$18.8M$13.9M-$4.9M2026-10-22
Trifecta Capital Advisors, LLC
INCREASED41,98741,475+512+1%$18.0M$13.8M-$4.2M2026-10-21
Ritholtz Wealth Management
DECREASED41,40444,910-3,506-8%$19.5M$13.6M-$5.9M2026-11-05
Bailard, Inc.
INCREASED41,37840,950+428+1%$17.7M$13.6M-$4.2M2026-10-13
Glass Wealth Management Co LLC
INCREASED41,34539,437+1,908+5%$17.1M$13.6M-$3.5M2026-10-28
Jackson Square Capital, LLC
DECREASED40,80541,406-601-1%$17.9M$13.4M-$4.5M2026-10-19
McBroom & Associates, LLC
DECREASED40,80155,403-14,602-26%$24.0M$13.4M-$10.6M2026-10-29
Progressive Investment Management Corp
DECREASED40,55940,962-403-1%$17.8M$13.3M-$4.4M2026-10-26
Oppenheimer Asset Management Inc.
DECREASED40,34942,530-2,181-5%$18.4M$13.3M-$5.2M2026-10-27
Plato Investment Management Ltd
INCREASED39,50139,281+220+1%$16.9M$13.0M-$3.9M2026-11-05
Traynor Capital Management, Inc.
DECREASED39,23639,375-1390%$17.1M$12.9M-$4.2M2026-10-29
Perigon Wealth Management, LLC
DECREASED38,75543,232-4,477-10%$18.7M$12.7M-$6.0M2026-10-22
V-Square Quantitative Management LLC
DECREASED38,45438,575-1210%$16.7M$12.6M-$4.1M2026-10-15
North Dakota State Investment Board
INCREASED38,27836,844+1,434+4%$16.0M$12.6M-$3.4M2026-10-27
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED37,69638,711-1,015-3%$16.8M$12.4M-$4.4M2026-11-03
TritonPoint Partners, LLC
DECREASED37,58970,828-33,239-47%$30.7M$12.4M-$18.3M2026-11-05
Cache Advisors, LLC
INCREASED37,50423,581+13,923+59%$10.2M$12.3M+$2.1M2026-10-16
Choreo, LLC
INCREASED37,47533,955+3,520+10%$14.8M$12.4M-$2.4M2026-10-28
Quadrant Capital Group LLC
INCREASED37,44135,785+1,656+5%$15.5M$11.3M-$4.2M2026-10-20
GC Wealth Management RIA, LLC
INCREASED37,06134,637+2,424+7%$15.0M$12.2M-$2.8M2026-11-02
N10 Assets, LLC
INCREASED36,94033,476+3,464+10%$14.5M$12.1M-$2.4M2026-10-14
Masterinvest Kapitalanlage GmbH
DECREASED36,56941,698-5,129-12%$18.1M$12.0M-$6.1M2026-11-03
Encompass Wealth Advisors, LLC
INCREASED35,91618,040+17,876+99%$7.8M$11.8M+$4.0M2026-10-15
Mission Wealth Management, LP
DECREASED35,74889,293-53,545-60%$38.7M$11.7M-$26.9M2026-10-15
Krilogy Financial LLC
INCREASED35,64028,235+7,405+26%$12.2M$11.0M-$1.2M2026-10-13
First National Trust Co
DECREASED35,56636,959-1,393-4%$16.0M$11.7M-$4.3M2026-10-28
Signaturefd, LLC
INCREASED35,42033,401+2,019+6%$14.5M$11.6M-$2.8M2026-10-23
First Business Financial Services, Inc.
INCREASED34,99032,515+2,475+8%$14.1M$11.5M-$2.6M2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED34,82426,690+8,134+30%$11.6M$11.5M-$121.6K2026-11-05
Procyon Advisors, LLC
INCREASED34,56630,013+4,553+15%$13.0M$11.4M-$1.7M2026-10-21
Midwest Professional Planners, Ltd.
DECREASED34,55237,324-2,772-7%$16.2M$11.4M-$4.8M2026-10-29
Precedent Wealth Partners, LLC
INCREASED34,50134,102+399+1%$14.8M$11.3M-$3.4M2026-10-21
Lmcg Investments, LLC
DECREASED34,06838,887-4,819-12%$16.9M$11.2M-$5.7M2026-10-21
Howard Capital Management, LLC
DECREASED34,01734,048-310%$14.8M$11.2M-$3.6M2026-10-16
Columbia Bank
DECREASED33,24734,378-1,131-3%$14.9M$10.9M-$4.0M2026-10-29
Tema Etfs LLC
INCREASED33,24430,923+2,321+8%$13.4M$10.9M-$2.5M2026-10-16
Regions Financial Corp
INCREASED33,17319,760+13,413+68%$8.6M$10.9M+$2.3M2026-11-05
Mather Group, Llc.
INCREASED33,07132,370+701+2%$14.0M$10.9M-$3.2M2026-10-14
National Mutual Insurance Federation of Agricultural Cooperatives
NEW33,000—+33,000——$10.8M—2026-10-28
Simplicity Wealth,LLC
INCREASED32,94331,158+1,785+6%$13.5M$10.8M-$2.7M2026-10-23
Consolidated Capital Management, LLC
DECREASED32,70633,004-298-1%$14.3M$10.7M-$3.6M2026-10-13
BAR Harbor Wealth Management
DECREASED32,63734,789-2,152-6%$15.1M$10.7M-$4.4M2026-10-21
Mill Capital Management, LLC
UNCHANGED31,95031,95000%$13.8M$10.5M-$3.3M2026-10-26
Fortem Financial Group, LLC
INCREASED31,47331,159+314+1%$13.5M$10.3M-$3.2M2026-10-20
Fisher Funds Management LTD
UNCHANGED31,31931,31900%$13.6M$10.3M-$3.3M2026-10-13
Praxis Investment Management Inc
UNCHANGED31,22731,22700%$13.5M$10.3M-$3.3M2026-11-03
Westhampton Capital, LLC
INCREASED30,89030,872+18+0%$13.4M$10.1M-$3.2M2026-10-30
Beacon Bank & Trust
NEW30,000—+30,000——$9.9M—2026-10-27
Parallel Advisors, LLC
INCREASED29,46623,255+6,211+27%$10.1M$9.7M-$397.3K2026-11-03
Professional Advisory Services Inc
DECREASED29,27531,102-1,827-6%$13.5K$9.6K-$3.9K2026-10-08
Independent Financial Group, LLC
DECREASED29,19033,461-4,271-13%$14.5M$9.6M-$4.9M2026-10-13
DSG Capital Advisors, LLC
DECREASED28,77929,555-776-3%$10.2M$9.5M-$774.8K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED28,40524,532+3,873+16%$10.6M$9.3M-$1.3M2026-10-30
180 Wealth Advisors, LLC
DECREASED27,74728,088-341-1%$12.2M$9.1M-$3.1M2026-11-03
Childress Capital Advisors, LLC
DECREASED27,28029,044-1,764-6%$12.6M$9.0M-$3.6M2026-10-28
Gunderson Capital Management LLC
NEW27,165—+27,165——$8.9M—2026-10-15
Martin Capital Advisors, LLP
DECREASED26,99827,285-287-1%$11.8M$8.9M-$3.0M2026-10-15
Montag A & Associates Inc
DECREASED26,87628,111-1,235-4%$12.2M$8.8M-$3.4M2026-10-29
Sitrin Capital Management LLC
DECREASED26,85927,012-153-1%$11.7M$8.8M-$2.9M2026-10-19
Chicago Trust Co NA
DECREASED26,77929,872-3,093-10%$12.9M$8.8M-$4.1M2026-10-28
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED26,00711,769+14,238+121%$5.1M$8.5M+$3.4M2026-11-04
Stackstone Wealth, LLC
NEW25,876—+25,876——$8.5M—2026-10-19
Yarbrough Capital, LLC
UNCHANGED25,73225,73200%$11.2M$8.5M-$2.7M2026-10-19
Princeton Global Asset Management LLC
DECREASED25,53225,602-700%$11.1M$8.4M-$2.7M2026-10-21
Cornerstone Wealth Group, LLC
DECREASED25,25526,149-894-3%$11.3M$8.3M-$3.0M2026-11-02
GoalVest Advisory LLC
INCREASED25,21839+25,179+64562%$16.9K$35.4K+$18.5K2026-10-02
Azzad Asset Management Inc
DECREASED24,84928,519-3,670-13%$12.4M$8.2M-$4.2M2026-11-04
Aspetuck Financial Management LLC
DECREASED24,72525,049-324-1%$10.9M$8.1M-$2.7M2026-11-04
Green Alpha Advisors, LLC
DECREASED24,59427,182-2,588-10%$11.8M$8.1M-$3.7M2026-10-08
E&G Advisors, LLC
DECREASED24,47426,284-1,810-7%$11.4M$8.0M-$3.3M2026-10-13
Decision Investments, Inc
INCREASED24,40024,382+18+0%$10.6M$8.0M-$2.5M2026-10-07
Linden Thomas Advisory Services, LLC
INCREASED24,39122,359+2,032+9%$9.7M$8.0M-$1.7M2026-10-19
Primoris Wealth Advisors, LLC
DECREASED24,37226,147-1,775-7%$11.3M$8.0M-$3.3M2026-10-28
Trust Co of Vermont
INCREASED24,36820,494+3,874+19%$8.9M$8.0M-$875.5K2026-10-21
CenterBook Partners LP
INCREASED24,0003,518+20,482+582%$1.5M$7.9M+$6.4M2026-11-02
Secure Asset Management, LLC
DECREASED23,97924,063-840%$10.4M$7.9M-$2.6M2026-10-19
Probity Advisors, Inc.
DECREASED23,81024,296-486-2%$10.5M$7.8M-$2.7M2026-10-23
Bdf-Gestion
INCREASED23,60120,954+2,647+13%$981.6K$7.8M+$6.8M2026-10-19
Paragon Advisors, LLC
INCREASED23,45921,114+2,345+11%$9.1M$7.7M-$1.4M2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
DECREASED23,29426,238-2,944-11%$11.4M$7.7M-$3.7M2026-10-23
Certuity, LLC
INCREASED23,15821,107+2,051+10%$9.1M$7.6M-$1.5M2026-11-02
Conning Inc.
INCREASED23,12419,621+3,503+18%$8.5M$7.6M-$905.9K2026-10-27
MV Capital Management, Inc.
DECREASED23,11728,912-5,795-20%$12.5M$7.6M-$4.9M2026-10-29
M&G Plc
DECREASED22,83031,035-8,205-26%$13.4M$7.5M-$5.9M2026-11-04
Ascent Group, LLC
INCREASED22,77221,627+1,145+5%$9.4M$7.5M-$1.9M2026-10-30
Gilliland Jeter Wealth Management LLC
INCREASED22,76322,647+116+1%$9.8M$7.5M-$2.3M2026-10-28
SS&H Financial Advisors, Inc.
DECREASED22,65823,310-652-3%$10.1M$7.4K-$10.1M2026-10-28
Noesis Capital Mangement Corp
DECREASED22,56223,012-450-2%$10.0M$7.4M-$2.6M2026-10-26
Fulton Bank, N.A.
INCREASED22,54320,019+2,524+13%$8.7M$7.4M-$1.3M2026-10-14
Range Financial Group LLC
INCREASED22,52121,841+680+3%$9.5M$7.4M-$2.1M2026-10-21
Wedmont Private Capital
INCREASED22,35417,732+4,622+26%$6.2M$7.2M+$954.4K2026-10-09
Franchise GP Ltd
INCREASED21,97014,660+7,310+50%$6.4M$7.2M+$864.7K2026-10-16
Norden Group LLC
INCREASED21,84020,753+1,087+5%$9.0M$7.2M-$1.8M2026-10-20
Harbor Capital Advisors, Inc.
INCREASED21,72521,406+319+1%$9.3M$7.1K-$9.3M2026-10-22
Meridian Wealth Management, LLC
INCREASED21,65220,080+1,572+8%$8.7M$7.1M-$1.6M2026-11-05
Leuthold Group, LLC
INCREASED21,61619,702+1,914+10%$8.5M$7.1M-$1.4M2026-11-04
Platform Technology Partners
INCREASED21,57721,490+87+0%$9.3M$7.1M-$2.2M2026-11-02
Seizert Capital Partners, LLC
DECREASED21,28932,070-10,781-34%$13.9M$7.0M-$6.9M2026-10-30
Nations Financial Group Inc,
INCREASED21,28019,644+1,636+8%$8.5M$7.0M-$1.5M2026-11-05
Fulcrum Asset Management LLP
INCREASED21,2068,534+12,672+148%$3.5M$6.9M+$3.4M2026-11-04
J.W. Cole Advisors, Inc.
DECREASED21,13922,455-1,316-6%$9.7M$6.9M-$2.8M2026-11-05
Keudell ison Wealth Management
UNCHANGED20,93320,93300%$9.1M$6.9M-$2.2M2026-10-16
Groesbeck Investment Management Corp
DECREASED20,67322,294-1,621-7%$9.7K$6.8K-$2.9K2026-10-26
Washington Trust Bank
INCREASED20,42718,043+2,384+13%$7.8M$6.7M-$1.1M2026-11-03
Guinness Atkinson Asset Management Inc
DECREASED20,21320,507-294-1%$8.9M$6.6M-$2.2M2026-11-05
CPC Advisors, LLC
INCREASED19,93411,268+8,666+77%$4.9M$6.5M+$1.7M2026-10-21
Blue Trust, Inc.
INCREASED19,90119,846+55+0%$8.6M$6.5M-$2.1M2026-10-15
Patriot Financial Group Insurance Agency, LLC
DECREASED19,73021,122-1,392-7%$9.1M$6.5M-$2.7M2026-10-14
Commonwealth Retirement Investments LLC
INCREASED19,69819,357+341+2%$8.4M$6.5M-$1.9M2026-10-26
Shoker Investment Counsel, Inc.
DECREASED19,68020,231-551-3%$8.8M$6.5M-$2.3M2026-11-04
Harfst & Associates, Inc.
DECREASED19,67920,169-490-2%$8.7M$6.5M-$2.3M2026-10-20
Acumen Wealth Advisors, LLC
DECREASED19,67423,460-3,786-16%$10.2M$6.5M-$3.7M2026-11-05
Chicago Partners Investment Group LLC
INCREASED19,63918,599+1,040+6%$5.9M$4.5M-$1.4M2026-10-27
Independent Solutions Wealth Management, LLC
INCREASED19,47418,849+625+3%$8.2M$6.4M-$1.8M2026-10-28
Aaron Wealth Advisors LLC
DECREASED19,44920,037-588-3%$8.7M$6.4M-$2.3M2026-10-13
SevenBridge Financial Group, LLC
DECREASED19,36120,492-1,131-6%$6.4M$5.1M-$1.3M2026-10-26
IFP Advisors, Inc
DECREASED19,27521,044-1,769-8%$9.1M$6.3M-$2.8M2026-10-16
Soltis Investment Advisors LLC
INCREASED19,2187,921+11,297+143%$3.4M$6.3M+$2.9M2026-10-28
Asio Capital, LLC
INCREASED19,21718,614+603+3%$8.1M$6.3M-$1.8M2026-10-19
Triasima Portfolio Management inc.
DECREASED18,98925,293-6,304-25%$11.0M$6.2M-$4.7M2026-10-15
Romano Brothers and Company
DECREASED18,88526,510-7,625-29%$11.5M$6.2M-$5.3M2026-10-22
Wedbush Securities Inc
DECREASED18,82419,000-176-1%$8.2M$6.2K-$8.2M2026-10-22
Central Trust Co
INCREASED18,73518,670+65+0%$8.1M$6.2M-$1.9M2026-11-05
Farmers & Merchants Investments Inc
DECREASED18,49918,595-96-1%$8.1M$6.1M-$2.0M2026-10-22
Sowell Financial Services LLC
DECREASED18,45219,705-1,253-6%$8.5M$6.1M-$2.5M2026-10-23
Matisse Capital
INCREASED18,33018,130+200+1%$7.9M$6.0M-$1.8M2026-10-29
Accurate Wealth Management, LLC
INCREASED18,22315,622+2,601+17%$5.5M$5.5M+$21.3K2026-10-20
Fiduciary Family Office, LLC
INCREASED18,20017,727+473+3%$7.7M$6.0M-$1.7M2026-11-04
Penobscot Investment Management Company, Inc.
DECREASED18,12918,420-291-2%$8.0M$6.0M-$2.0M2026-10-26
3Chopt Investment Partners, LLC
INCREASED18,01117,299+712+4%$7.5M$5.9M-$1.6M2026-10-30
Compound Planning, Inc.
DECREASED17,97926,945-8,966-33%$11.7M$5.9M-$5.8M2026-11-05
Torrey Growth & Income Advisors
UNCHANGED17,90017,90000%$7.7M$5.8M-$1.9M2026-11-04
Archford Capital Strategies, LLC
DECREASED17,84620,606-2,760-13%$8.9M$5.9M-$3.1M2026-10-19
Davenport & Co LLC
DECREASED17,82518,588-763-4%$8.1M$5.9M-$2.2M2026-10-14
Magnus Financial Group LLC
INCREASED17,69417,459+235+1%$7.6M$5.8M-$1.8M2026-10-21
Evergreen Capital Management LLC
INCREASED17,67417,522+152+1%$7.6M$5.8M-$1.8M2026-10-23
Greater Midwest Financial Group, LLC
INCREASED17,64117,526+115+1%$7.6M$5.8M-$1.8M2026-10-13
Highland Capital Management, LLC
DECREASED17,21619,763-2,547-13%$8.6M$5.7M-$2.9M2026-10-26
Ellsworth Advisors, LLC
DECREASED17,09118,156-1,065-6%$6.1M$5.6M-$475.5K2026-10-15
Leelyn Smith, LLC
DECREASED17,07117,829-758-4%$7.7M$5.6M-$2.1M2026-11-03
Frank, Rimerman Advisors LLC
DECREASED17,00417,819-815-5%$7.7M$5.6M-$2.1M2026-10-16
Sagespring Wealth Partners, LLC
INCREASED16,81515,516+1,299+8%$6.7M$5.5M-$1.2M2026-10-22
Oak Grove Capital LLC
INCREASED16,80916,309+500+3%$7.1M$5.5M-$1.5M2026-10-09
Altman Advisors, Inc.
INCREASED16,79416,750+44+0%$7.3M$5.5M-$1.7M2026-11-05
Weatherly Asset Management L. P.
DECREASED16,78017,575-795-5%$7.6M$5.5M-$2.1M2026-10-20
Monument Capital Management
INCREASED16,74716,529+218+1%$7.2M$5.5M-$1.7M2026-10-09
Strengthening Families & Communities, LLC
INCREASED16,69916,351+348+2%$7.1M$5.5M-$1.6M2026-10-21
Wakefield Asset Management Lllp
INCREASED16,69116,389+302+2%$7.1M$5.5M-$1.6M2026-11-05
Sigma Planning Corp
DECREASED16,54719,859-3,312-17%$8.6M$5.4M-$3.2M2026-10-23
PFG Advisors
DECREASED16,53217,331-799-5%$7.5M$5.4M-$2.1M2026-10-16
Wilmington Savings Fund Society, FSB
DECREASED16,51626,758-10,242-38%$11.6M$5.4M-$6.2M2026-10-23
Capital Investment Counsel, Inc
UNCHANGED16,34016,34000%$7.1M$5.4M-$1.7M2026-10-20
AMF Tjanstepension AB
DECREASED16,31317,916-1,603-9%$7.8M$5.4M-$2.4M2026-10-22
Generali Investments, Management Co LLC
INCREASED16,2135,731+10,482+183%$2.5M$5.3M+$2.8M2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED16,20618,265-2,059-11%$7.9M$5.3M-$2.6M2026-10-16
Jacobi Capital Management LLC
INCREASED16,12715,975+152+1%$6.9M$5.3M-$1.6M2026-11-05
Arista Wealth Management, LLC
INCREASED16,08416,071+13+0%$7.0M$5.3M-$1.7M2026-10-29
Salomon & Ludwin, LLC
DECREASED16,04816,077-290%$6.3M$5.3M-$1.0M2026-10-29
Viking Fund Management LLC
DECREASED16,00020,000-4,000-20%$8.7M$5.3M-$3.4M2026-10-14
VCI Wealth Management LLC
INCREASED15,98415,086+898+6%$6.5M$5.3M-$1.3M2026-10-29
365 WMG Private Fund I: Primus Fund LLC
NEW15,974—+15,974——$5.2M—2026-10-20
Axecap Investments, LLC
INCREASED15,97415,029+945+6%$6.5M$5.2M-$1.3M2026-10-20
Concord Wealth Partners
DECREASED15,96216,017-550%$6.9M$5.2M-$1.7M2026-11-02
MBM Wealth Consultants, LLC
INCREASED15,94615,869+77+0%$6.9M$5.2M-$1.6M2026-10-20
Sloy Dahl & Holst, LLC
UNCHANGED15,93015,93000%$6.9M$5.2M-$1.7M2026-10-14
Kingsman Wealth Management, Inc.
INCREASED15,92114,236+1,685+12%$6.2M$5.2M-$938.7K2026-10-13
Y-Intercept (Hong Kong) Ltd
DECREASED15,91031,377-15,467-49%$13.6M$5.2M-$8.4M2026-10-16
Trust Co of Toledo NA
DECREASED15,89016,082-192-1%$7.0M$5.2M-$1.7M2026-10-16
Buckhead Capital Management LLC
DECREASED15,84520,866-5,021-24%$9.0M$5.2M-$3.8M2026-11-03
Concord Asset Management, LLC
INCREASED15,82415,543+281+2%$6.7M$5.2M-$1.5M2026-11-02
HUB Investment Partners, LLC
DECREASED15,60424,956-9,352-37%$10.8M$5.1M-$5.7M2026-11-03
Blueprint Investment Partners LLC
INCREASED15,56213,919+1,643+12%$6.0M$5.1M-$919.4K2026-10-28
Beaumont Financial Advisors, LLC
DECREASED15,51416,404-890-5%$7.1M$5.1M-$2.0M2026-10-22
KCM Investment Advisors LLC
INCREASED15,38213,487+1,895+14%$5.8M$5.1M-$791.3K2026-10-27
Phraction Management LLC
DECREASED15,34615,774-428-3%$6.8M$5.0M-$1.8M2026-10-14
Goelzer Investment Management, Inc.
INCREASED15,26115,226+35+0%$6.6M$5.0M-$1.6M2026-10-16
Middleton & Co Inc
UNCHANGED15,21315,21300%$6.6M$5.0M-$1.6M2026-10-23
Deseret Mutual Benefit Administrators
DECREASED15,21215,349-137-1%$6.7M$5.0M-$1.7M2026-11-04
Trust Co of Oklahoma
INCREASED14,91914,905+14+0%$6.5M$4.9M-$1.6M2026-10-15
Paradigm Asset Management Co LLC
DECREASED14,80016,000-1,200-7%$6.9M$4.9M-$2.1M2026-11-05
Polaris Financial Partners
NEW14,768—+14,768——$4.8K—2026-10-02
Timothy G. Youngquist 2020 Irrevocable Trust
INCREASED14,69210,370+4,322+42%$4.5M$4.8M+$332.8K2026-10-13
M & L Capital Management Ltd
NEW14,600—+14,600——$4.8M—2026-10-26
True North Advisors, LLC
DECREASED14,54914,675-126-1%$6.4M$4.8M-$1.6M2026-10-22
WD Rutherford LLC
INCREASED14,54413,590+954+7%$5.9M$4.8M-$1.1M2026-10-26
KRS Capital Management, LLC
INCREASED14,41714,387+30+0%$6.2M$4.7M-$1.5M2026-10-16
Kuhn & Co Investment Counsel
DECREASED14,40814,448-400%$6.3M$4.7M-$1.5M2026-10-29
Wright Investors Service Inc
INCREASED14,32813,574+754+6%$5.9M$4.7M-$1.2M2026-11-02
Huntleigh Advisors, Inc.
DECREASED14,19316,937-2,744-16%$7.3M$4.7M-$2.7M2026-11-03
Global Financial Private Client, LLC
INCREASED14,06113,551+510+4%$5.9M$4.6M-$1.3M2026-10-15
Albert D Mason Inc
DECREASED14,05020,163-6,113-30%$8.7M$4.6M-$4.1M2026-10-27
Wormser Freres Gestion
INCREASED14,02951+13,978+27408%$22.1K$4.6M+$4.6M2026-10-21
Trust Asset Management LLC
DECREASED13,99614,019-230%$6.1M$4.6M-$1.5M2026-11-03
Walter Public Investments Inc.
NEW13,994—+13,994——$4.6M—2026-11-05
Symphony Financial, Ltd. Co.
INCREASED13,9927,235+6,757+93%$3.1M$4.6M+$1.5M2026-10-22
Bochk Asset Management Ltd
DECREASED13,90016,050-2,150-13%$7.0M$4.6M-$2.4M2026-10-29
Reflection Asset Management
INCREASED13,74210,499+3,243+31%$4.5M$4.5M-$35.1K2026-10-28
Gold Investment Management Ltd.
DECREASED13,73113,916-185-1%$6.0M$4.5M-$1.5M2026-10-19
Axxcess Wealth Management, LLC
DECREASED13,68727,030-13,343-49%$11.7M$4.5M-$7.2M2026-10-21
111 Capital
DECREASED13,63515,004-1,369-9%$6.5M$4.5M-$2.0M2026-11-03
Capstone Wealth Management Group, Inc.
INCREASED13,57413,258+316+2%$5.7M$4.5M-$1.3M2026-10-19
Mcdaniel Terry & Co
UNCHANGED13,50013,50000%$5.8M$4.4M-$1.4M2026-11-05
CoreCap Advisors, LLC
DECREASED13,42018,680-5,260-28%$8.1M$4.4M-$3.7M2026-10-08
Oakworth Capital, Inc.
INCREASED13,32413,310+14+0%$5.7M$4.4M-$1.3M2026-10-26
Avestar Capital, LLC
INCREASED13,12011,363+1,757+15%$4.9M$4.3M-$615.2K2026-10-28
Cornerstone Planning, LLC
INCREASED13,02212,988+34+0%$5.6M$5.2M-$403.8K2026-10-27
AtlasMark Financial, Inc
UNCHANGED13,00013,00000%$5.6M$4.3M-$1.4M2026-10-13
MassMutual Private Wealth & Trust, FSB
INCREASED12,98412,894+90+1%$5.6M$4.3M-$1.3M2026-10-05
AlphaCore Capital LLC
INCREASED12,93611,983+953+8%$5.2M$4.3M-$941.8K2026-11-04
Cane Capital Partners, LLC
INCREASED12,8222,633+10,189+387%$1.1M$4.2M+$3.1M2026-10-23
Sovran Advisors, LLC
INCREASED12,75110,979+1,772+16%$3.0M$3.2M+$283.6K2026-11-02
Blueprint Financial Advisors LLC
INCREASED12,72711,509+1,218+11%$5.0M$4.2M-$806.5K2026-10-28
KPP Advisory Services LLC
DECREASED12,67713,091-414-3%$5.7M$4.2M-$1.5M2026-10-26
Parkway Wealth Management Group, LLC
DECREASED12,66015,537-2,877-19%$6.7M$4.2M-$2.6M2026-10-20
Eads & Heald Wealth Management
DECREASED12,65614,345-1,689-12%$6.2M$4.2M-$2.1M2026-10-29
Perpetual Ltd
INCREASED12,59712,545+52+0%$5.4M$4.1M-$1.3M2026-10-13
Parisi Gray Wealth Management
INCREASED12,58411,886+698+6%$5.2M$4.1M-$1.0M2026-10-16
Dynamic Advisor Solutions LLC
DECREASED12,51012,670-160-1%$5.5M$4.1M-$1.4M2026-10-13
Alternative Investment Advisors, Llc.
DECREASED12,44817,383-4,935-28%$7.5M$4.1M-$3.4M2026-11-03
Perennial Advisors, LLC
DECREASED12,41512,640-225-2%$5.5M$4.1M-$1.4M2026-10-13
Joel Isaacson & Co., LLC
INCREASED12,38512,085+300+2%$5.2M$4.1M-$1.2M2026-11-05
Segment Wealth Management, LLC
INCREASED12,27012,070+200+2%$5.2M$4.0M-$1.2M2026-10-26
National Wealth Management Group, LLC
INCREASED12,22412,218+6+0%$5.3M$4.0M-$1.3M2026-10-26
Vanderbilt University
NEW12,150—+12,150——$4.0M—2026-11-02
Prevail Innovative Wealth Advisors, LLC
INCREASED12,126585+11,541+1973%$253.5K$4.0M+$3.7M2026-10-20
Geneva Partners, LLC
DECREASED11,96815,283-3,315-22%$6.6M$3.9M-$2.7M2026-10-26
American State Bank (Iowa)
UNCHANGED11,95011,95000%$5.2M$3.9M-$1.3M2026-11-03
Gradient Capital Advisors, LLC
DECREASED11,85215,624-3,772-24%$6.8M$3.9M-$2.9M2026-10-21
Private Trust Co NA
DECREASED11,78412,049-265-2%$5.2M$3.9M-$1.3M2026-10-20
Argonautica Private Wealth Management, Inc
DECREASED11,70813,737-2,029-15%$6.0M$3.8M-$2.1M2026-11-02
Cigna Investments Inc
DECREASED11,70811,768-60-1%$5.1M$3.8K-$5.1M2026-10-19
Everhart Financial Group, Inc.
INCREASED11,63311,528+105+1%$5.0M$3.8M-$1.2M2026-10-08
SBI Securities Co., Ltd.
DECREASED11,59212,127-535-4%$5.3M$3.8M-$1.4M2026-10-22
Alpha Family Trust
UNCHANGED11,50011,50000%$5.0M$5.0M$02026-11-04
Greenup Street Wealth Management LLC
INCREASED11,4791,900+9,579+504%$823.5K$3.8M+$2.9M2026-10-28
Myriad Asset Management Advisors LLC
INCREASED11,4639,437+2,026+21%$4.1M$3.8M-$323.0K2026-11-03
BG Investment Services, LLC
INCREASED11,420795+10,625+1336%$344.5K$3.8M+$3.4M2026-10-23
Prudent Man Advisors, LLC
DECREASED11,39912,747-1,348-11%$5.5M$3.7M-$1.8M2026-11-03
Family Capital Trust Co
DECREASED11,27811,292-140%$4.9M$3.7M-$1.2M2026-10-22
Wincap Financial LLC
DECREASED11,26911,451-182-2%$5.0M$3.7M-$1.3M2026-10-20
Valeo Financial Advisors, LLC
INCREASED11,19510,357+838+8%$4.5M$3.7M-$810.1K2026-10-08
RFG Advisory, LLC
INCREASED11,18410,069+1,115+11%$4.4M$3.7M-$689.4K2026-11-03
Burns J W & Co Inc
DECREASED11,15611,214-58-1%$4.9M$3.7M-$1.2M2026-10-20
SAX Wealth Advisors, LLC
INCREASED11,0764,638+6,438+139%$990.9K$3.6M+$2.6M2026-10-13
StoryOne LLC
INCREASED11,0541,431+9,623+672%$620.1K$3.6M+$3.0M2026-10-13
71 West Capital Partners
DECREASED10,99611,519-523-5%$5.0M$3.6M-$1.4M2026-11-04
Lighthouse Financial Services Inc
INCREASED10,82410,768+56+1%$4.2M$3.6M-$657.6K2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED10,75410,674+80+1%$4.6M$3.5M-$1.1M2026-10-27
Knights of Columbus Asset Advisors LLC
DECREASED10,72511,799-1,074-9%$5.1M$3.5M-$1.6M2026-11-05
Alps Advisors Inc
DECREASED10,71211,625-913-8%$5.0M$3.5M-$1.5M2026-11-03
Grimes & Co Wealth Management, LLC
DECREASED10,69015,874-5,184-33%$6.9M$3.5M-$3.4M2026-10-29
Fire Capital Management LLC
NEW10,675—+10,675——$3.5M—2026-10-27
Invera Wealth Advisors, LLC
DECREASED10,64610,952-306-3%$4.7M$3.5M-$1.2M2026-10-28
Fort Washington Investment Advisors Inc
INCREASED10,63810,607+31+0%$4.6M$3.5M-$1.1M2026-10-15
Elyxium Wealth, LLC
DECREASED10,44110,468-270%$4.5M$3.4M-$1.1M2026-10-27
Verdence Capital Advisors LLC
DECREASED10,36310,489-126-1%$4.5M$3.4M-$1.1M2026-10-26
Goldenstone Wealth Management LLC
INCREASED10,26810,180+88+1%$4.4M$3.4M-$1.0M2026-11-04
Shaker Investments LLC
DECREASED10,26311,361-1,098-10%$4.9M$3.4M-$1.6M2026-11-05
Lanark Financial, Inc.
INCREASED10,16210,114+48+0%$4.4M$3.3M-$1.0M2026-10-26
Guyasuta Investment Advisors Inc
DECREASED10,14113,790-3,649-26%$6.0M$3.3M-$2.6M2026-10-15
RAM Investment Partners, LLC
INCREASED10,1389,905+233+2%$4.3M$3.3M-$961.7K2026-10-21
Jamison Private Wealth Management, Inc.
INCREASED10,0779,485+592+6%$4.1M$3.3M-$799.9K2026-10-14
Integrated Advisors Network LLC
INCREASED10,0759,145+930+10%$4.0M$3.3M-$653.3K2026-10-20
Pathway Financial Advisers, LLC
DECREASED9,93410,785-851-8%$4.7M$3.3M-$1.4M2026-10-27
Angeles Wealth Management, LLC
DECREASED9,92210,468-546-5%$4.5M$3.3M-$1.3M2026-10-26
Portside Wealth Group, LLC
INCREASED9,8829,282+600+6%$4.0M$3.2M-$775.8K2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED9,8169,249+567+6%$4.0M$3.2M-$783.1K2026-11-04
Harrell Investment Partners, LLC
DECREASED9,80610,660-854-8%$4.6M$3.2M-$1.4M2026-10-15
Mirador Capital Partners LP
INCREASED9,7759,237+538+6%$4.0M$3.2M-$791.8K2026-10-09
Triangle Securities Wealth Management
DECREASED9,7749,985-211-2%$4.3M$3.2M-$1.1M2026-10-14
Lake Street Private Wealth, LLC
DECREASED9,77210,078-306-3%$4.4M$3.2M-$1.2M2026-10-22
AdvisorNet Financial, Inc
INCREASED9,7205,206+4,514+87%$2.3M$2.8M+$532.9K2026-10-15
Global Trust Asset Management, LLC
DECREASED9,7019,725-240%$4.2M$3.2M-$1.0M2026-10-19
Signature Resources Capital Management, LLC
DECREASED9,6949,718-240%$4.2M$3.2M-$1.0M2026-10-16
Cypress Capital, LLC
INCREASED9,6429,488+154+2%$4.1M$3.2M-$943.9K2026-10-20
Portfolio Design Labs, LLC
INCREASED9,5889,552+36+0%$4.1M$3.1M-$989.4K2026-11-04
Abundance Wealth Counselors
DECREASED9,51810,836-1,318-12%$4.7M$3.1M-$1.6M2026-10-26
SC&H Financial Advisors, Inc.
UNCHANGED9,4399,43900%$4.1M$3.1M-$989.3K2026-10-14
Westover Capital Advisors, LLC
INCREASED9,3718,232+1,139+14%$3.6M$3.1M-$488.7K2026-10-26
Ballast Rock Private Wealth LLC
DECREASED9,3639,364-10%$4.1M$3.1M-$981.2K2026-10-26
Hilton Head Capital Partners, LLC
DECREASED9,34410,635-1,291-12%$4.6M$3.1M-$1.5M2026-10-23
Ascentis Independent Advisors
NEW9,285—+9,285——$3.1M—2026-11-03
Busey Bank
DECREASED9,2359,471-236-2%$4.1M$3.0M-$1.1M2026-10-26
Seek First Inc.
UNCHANGED9,2229,22200%$4.0M$3.0M-$966.6K2026-10-27
Outlook Wealth Advisors, LLC
DECREASED9,1889,697-509-5%$4.2M$3.0M-$1.2M2026-10-28
Moisand Fitzgerald Tamayo, LLC
INCREASED9,1599,111+48+1%$3.9M$3.0M-$939.2K2026-10-15
Towerpoint Wealth, LLC
DECREASED9,1219,127-60%$4.0M$3.0M-$958.6K2026-10-13
Willner & Heller, LLC
INCREASED9,0538,951+102+1%$3.9M$3.0M-$904.6K2026-10-28
Trek Financial, LLC
DECREASED9,02925,148-16,119-64%$10.9M$3.0M-$7.9M2026-10-29
Alta Advisers Ltd
INCREASED9,0064,980+4,026+81%$2.2M$3.0M+$800.6K2026-11-02
Orrstown Financial Services Inc
DECREASED8,9419,493-552-6%$4.1M$2.9M-$1.2M2026-10-14
Avantax Planning Partners, Inc.
INCREASED8,9317,881+1,050+13%$3.4M$2.9M-$481.5K2026-11-03
Grant Private Wealth Management Inc
DECREASED8,8009,650-850-9%$4.2M$2.9M-$1.3M2026-10-19
Arjuna Capital
INCREASED8,7788,123+655+8%$3.5M$2.9M-$636.3K2026-11-03
Carolina Wealth Advisors, LLC
INCREASED8,7498,739+10+0%$3.8M$2.9M-$912.7K2026-10-23
Mcdonald Partners LLC
DECREASED8,6509,600-950-10%$4.2M$2.8M-$1.3M2026-11-03
Nvwm, LLC
INCREASED8,5458,400+145+2%$3.6M$2.8M-$832.5K2026-10-14
Woodward Diversified Capital, LLC
INCREASED8,4248,301+123+1%$3.6M$2.8M-$829.5K2026-10-21
Western Financial Corp
DECREASED8,41420,810-12,396-60%$9.0M$2.8M-$6.3M2026-10-14
Shelton Wealth Management, LLC
DECREASED8,3748,896-522-6%$3.9M$2.8M-$1.1M2026-10-16
Burr Financial Services, LLC
INCREASED8,3306,550+1,780+27%$2.8M$2.7M-$101.8K2026-10-08
Greenspring Advisors, LLC
INCREASED8,3144,139+4,175+101%$1.8M$2.7M+$937.5K2026-11-05
Cooper Financial Group
DECREASED8,2908,477-187-2%$3.7M$2.7M-$949.9K2026-10-07
Chatham Capital Group, Inc.
UNCHANGED8,2808,28000%$3.6M$2.7M-$867.9K2026-10-16
Wealth Alliance Advisory Group, LLC
DECREASED8,2549,120-866-9%$4.0M$2.7M-$1.2M2026-10-14
Westside Investment Management, Inc.
UNCHANGED8,2508,25000%$3.6M$2.7M-$853.2K2026-11-02
IPG Investment Advisors LLC
INCREASED8,2477,567+680+9%$3.3M$2.7M-$568.7K2026-10-30
EverSource Wealth Advisors, LLC
DECREASED8,2328,794-562-6%$3.8M$2.7M-$1.1M2026-11-04
Values First Advisors, Inc.
DECREASED8,1938,426-233-3%$3.7M$2.7M-$959.6K2026-10-23
Patton Fund Management, Inc.
DECREASED8,05912,439-4,380-35%$5.4M$2.6M-$2.7M2026-10-13
Resonant Capital Advisors, LLC
INCREASED8,0478,014+33+0%$3.5M$2.6M-$828.6K2026-10-15
Parr Mcknight Wealth Management Group, LLC
DECREASED8,0058,192-187-2%$3.5M$2.6M-$920.1K2026-10-30
Premier Path Wealth Partners, LLC
INCREASED7,9247,127+797+11%$3.1M$2.6M-$485.2K2026-10-16
Supplemental Annuity Collective Trust of NJ
DECREASED7,9178,021-104-1%$3.5M$2.6M-$874.9K2026-11-02
FCG Investment Co
DECREASED7,8797,901-220%$3.4M$2.6M-$835.4K2026-10-13
Goodman Advisory Group, LLC
DECREASED7,8757,978-103-1%$3.5M$2.6M-$870.1K2026-11-02
Foundry Financial LLC
INCREASED7,8727,714+158+2%$3.3M$2.6M-$756.5K2026-10-16
Portus Wealth Advisors, LLC
DECREASED7,8568,257-401-5%$3.6M$2.6M-$997.3K2026-10-13
PDS Planning, Inc
DECREASED7,8357,995-160-2%$3.5M$2.6M-$890.6K2026-11-03
Leonteq Securities AG
INCREASED7,8073,114+4,693+151%$1.3M$2.6M+$1.2M2026-10-29
Kathmere Capital Management, LLC
DECREASED7,7817,800-190%$3.4M$2.6M-$823.8K2026-10-20
WealthPlan Investment Management, LLC
DECREASED7,7778,736-959-11%$3.8M$2.6M-$1.2M2026-10-15
Summit Global Investments
INCREASED7,7751,592+6,183+388%$690.0K$2.6K-$687.4K2026-10-28
Americana Partners, LLC
DECREASED7,60410,295-2,691-26%$4.5M$2.5M-$2.0M2026-10-28
Aprio Wealth Management, LLC
INCREASED7,6047,246+358+5%$3.1M$2.5M-$642.0K2026-10-28
Consilium Wealth Advisory, LLC
INCREASED7,6047,368+236+3%$3.2M$2.5M-$694.8K2026-10-14
Tower View Wealth Management LLC
INCREASED7,6037,284+319+4%$3.2M$2.5M-$658.6K2026-10-23
LVW Advisors, LLC
DECREASED7,5968,436-840-10%$3.7M$2.5M-$1.2M2026-10-19
Interchange Capital Partners, LLC
INCREASED7,5927,295+297+4%$3.2M$2.5M-$666.9K2026-10-28
Sunpointe, LLC
DECREASED7,5908,301-711-9%$3.6M$2.5M-$1.1M2026-10-22
Root Financial Partners, LLC
INCREASED7,5377,003+534+8%$3.0M$2.5M-$558.7K2026-10-21
Daymark Wealth Partners, LLC
INCREASED7,5196,691+828+12%$2.9M$2.5M-$429.1K2026-11-04
TD Private Client Wealth LLC
DECREASED7,5047,628-124-2%$3.3M$2.5M-$840.3K2026-10-28
DCF Advisers, LLC
UNCHANGED7,5007,50000%$3.2M$2.5M-$786.2K2026-11-04
West Branch Capital LLC
INCREASED7,4937,358+135+2%$3.2M$2.5M-$727.0K2026-10-20
Mechanics Bank Trust Department
INCREASED7,4917,072+419+6%$3.1M$2.5M-$603.6K2026-10-13
Trust Point Inc.
INCREASED7,4845,560+1,924+35%$2.4M$2.5M+$49.3K2026-10-27
Elevated Private Wealth, LLC
DECREASED7,4537,912-459-6%$3.4M$2.4M-$980.1K2026-10-15
Kurv Investment Management LLC
NEW7,408—+7,408——$2.4M—2026-10-28
Integrity Alliance, Llc.
DECREASED7,4047,406-20%$3.2M$2.4M-$777.2K2026-10-29
StoneRidge PMG Advisors, LLC
NEW7,386—+7,386——$2.4M—2026-11-04
Kestra Investment Management, LLC
DECREASED7,3587,468-110-1%$3.2M$2.4M-$819.0K2026-11-04
Contravisory Investment Management, Inc.
INCREASED7,2875,237+2,050+39%$2.3M$2.4M+$124.5K2026-10-13
Applied Finance Capital Management, LLC
INCREASED7,2716,166+1,105+18%$2.7M$2.4M-$283.3K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED7,2567,039+217+3%$3.1M$2.4M-$667.4K2026-10-30
Versant Capital Management, Inc
INCREASED7,1086,981+127+2%$3.0M$2.3M-$690.0K2026-10-02
Inscription Capital, LLC
DECREASED7,07110,969-3,898-36%$4.8M$2.3M-$2.4M2026-11-02
Clark Financial Services Group Inc
INCREASED7,0656,884+181+3%$3.0M$2.3M-$662.1K2026-10-19
Level Financial Advisors
INCREASED7,0567,052+4+0%$3.1M$2.3M-$737.9K2026-10-13
DDD Partners, LLC
INCREASED7,0501,649+5,401+328%$714.6K$2.3M+$1.6M2026-11-02
Dale Q Rice Investment Management Ltd
INCREASED7,0167,001+15+0%$3.0M$2.3M-$728.9K2026-10-09
International Assets Investment Management, LLC
INCREASED6,9846,825+159+2%$2.7M$2.4M-$295.2K2026-11-02
Valley Brook Capital Group, Inc.
UNCHANGED6,9816,98100%$3.0M$2.3M-$731.7K2026-10-26
Strategic Blueprint, LLC
INCREASED6,9736,934+39+1%$3.0M$2.3M-$714.0K2026-10-22
Bahl & Gaynor LLC
DECREASED6,8917,020-129-2%$3.0M$2.3M-$778.2K2026-11-05
Aspire Private Capital, LLC
DECREASED6,8587,369-511-7%$3.2M$2.3M-$940.1K2026-11-05
Weaver Capital Management LLC
INCREASED6,7744,735+2,039+43%$1.0M$2.2M+$1.2M2026-10-15
HMV Wealth Advisors, LLC
INCREASED6,7276,392+335+5%$2.8M$2.2M-$560.0K2026-10-27
Investment Research Partners LLC
DECREASED6,6646,980-316-5%$3.0M$2.2M-$835.4K2026-10-19
New Wave Wealth Advisors LLC
DECREASED6,6447,010-366-5%$3.0M$2.0M-$1.0M2026-10-19
Eulav Asset Management
DECREASED6,64311,653-5,010-43%$5.0M$2.2M-$2.9M2026-10-23
Tealwood Asset Management Inc
DECREASED6,6306,945-315-5%$3.0K$2.2K-$8312026-10-13
Legacy Private Trust Co.
INCREASED6,6175,597+1,020+18%$2.4M$2.2M-$251.6K2026-10-06
Physicians Financial Services, Inc.
DECREASED6,5686,730-162-2%$2.9M$2.2M-$758.0K2026-11-04
Regatta Capital Group, LLC
INCREASED6,5356,396+139+2%$2.8M$2.1M-$624.8K2026-10-23
Parkside Financial Bank & Trust
INCREASED6,5196,155+364+6%$2.7M$2.1M-$525.6K2026-10-27
Watershed Private Wealth LLC
INCREASED6,4961,962+4,534+231%$850.2K$2.1M+$1.3M2026-10-30
Elevatus Welath Management
INCREASED6,4554,364+2,091+48%$1.9M$2.1M+$229.3K2026-10-19
Ifrah Financial Services, Inc.
DECREASED6,4146,539-125-2%$2.8M$2.1M-$726.6K2026-10-13
Legacy Capital Wealth Partners, LLC
DECREASED6,4097,300-891-12%$3.2M$2.1M-$1.1M2026-10-21
Fagan Associates, Inc.
UNCHANGED6,3806,38000%$2.8M$2.1M-$668.8K2026-10-13
Ethos Capital Management, Inc.
INCREASED6,3534,944+1,409+29%$2.1M$2.1M-$55.7K2026-11-03
Wealth Group, Ltd.
DECREASED6,3506,730-380-6%$2.9M$2.1K-$2.9M2026-10-30
Integrity Wealth Partners, LLC
NEW6,346—+6,346——$2.1M—2026-10-14
First Affirmative Financial Network
NEW6,258—+6,258——$2.1M—2026-10-21
Ashton Thomas Securities, LLC
INCREASED6,2552,770+3,485+126%$1.2M$2.1M+$881.4K2026-10-26
BKM Wealth Management, LLC
NEW6,015—+6,015——$2.0M—2026-10-22
SmartHarvest Portfolios, LLC
DECREASED5,9886,998-1,010-14%$3.0M$2.0M-$1.1M2026-10-26
Legacy Advisors, LLC
DECREASED5,9556,257-302-5%$2.7M$2.0M-$756.5K2026-10-19
Terra Nova Asset Management LLC
DECREASED5,9485,992-44-1%$2.6M$2.0M-$642.5K2026-10-13
Curated Wealth Partners LLC
INCREASED5,8691,308+4,561+349%$566.8K$1.9M+$1.4M2026-10-15
Ignite Planners, LLC
INCREASED5,8325,671+161+3%$2.5M$1.9M-$533.4K2026-10-14
Cove Private Wealth, LLC
INCREASED5,8125,760+52+1%$2.5M$1.9M-$586.7K2026-10-28
Indivisible Partners
DECREASED5,7576,686-929-14%$2.9M$1.9M-$1.0M2026-10-26
Arvest Investments, Inc.
DECREASED5,7455,746-10%$2.5M$1.9M-$602.6K2026-10-21
American National Bank & Trust
DECREASED5,7375,938-201-3%$2.6M$1.9M-$688.4K2026-10-07
Fragasso Financial Advisors Inc
INCREASED5,7172,920+2,797+96%$1.3M$1.8M+$557.5K2026-10-13
Formuepleje A/S
DECREASED5,6867,565-1,879-25%$3.3M$1.9M-$1.4M2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED5,6646,558-894-14%$2.8M$1.9M-$980.8K2026-10-23
Stenger Family Office, LLC
NEW5,648—+5,648——$1.7M—2026-10-22
Montecito Bank & Trust
DECREASED5,6255,786-161-3%$2.5M$1.8M-$659.4K2026-10-01
Founders Capital Management, LLC
UNCHANGED5,6095,60900%$2.4M$1.8M-$587.9K2026-10-23
MBL Wealth, LLC
INCREASED5,6085,092+516+10%$2.2M$1.8M-$364.2K2026-10-22
Herold Advisors, Inc.
INCREASED5,6075,450+157+3%$2.4M$1.8M-$518.0K2026-10-19
Advisory Resource Group
INCREASED5,5955,447+148+3%$2.4M$1.8M-$522.0K2026-10-26
Apella Capital, LLC
INCREASED5,5753,943+1,632+41%$1.3M$1.8M+$550.9K2026-10-08
Westwind Capital
DECREASED5,5535,637-84-1%$2.4K$1.8K-$6192026-10-08
Beacon Financial Group
INCREASED5,5465,124+422+8%$2.2M$1.8M-$398.3K2026-10-19
Keeler Thomas Management LLC
DECREASED5,5365,597-61-1%$2.4M$1.8M-$606.6K2026-10-29
Three Seasons Wealth, LLC
DECREASED5,5026,854-1,352-20%$3.0M$1.8M-$1.2M2026-11-03
May Hill Capital, LLC
INCREASED5,4655,184+281+5%$2.2M$1.8M-$451.1K2026-11-03
Clear Creek Financial Management, LLC
INCREASED5,4045,046+358+7%$2.2M$1.8M-$411.4K2026-10-28
BOS Asset Management, LLC
UNCHANGED5,4005,40000%$2.3M$1.8M-$566.0K2026-10-09
Novem Group
DECREASED5,3936,029-636-11%$2.6M$1.8M-$840.7K2026-10-19
Avail Investment Partners, LLC
DECREASED5,3815,652-271-5%$2.4M$1.8M-$681.4K2026-10-16
Carnegie Investment Counsel
INCREASED5,3765,316+60+1%$2.3M$1.8M-$537.4K2026-10-20
Navigation Group, LLC
DECREASED5,3536,428-1,075-17%$2.8M$1.8M-$1.0M2026-10-28
Uhlmann Price Securities, LLC
DECREASED5,3416,526-1,185-18%$2.8M$1.8M-$1.1M2026-11-03
Hohimer Wealth Management, LLC
DECREASED5,3385,896-558-9%$2.6M$1.8M-$801.5K2026-11-04
World Equity Group, Inc.
DECREASED5,3345,576-242-4%$2.4M$1.7M-$680.4K2026-10-14
Rydar Equities, Inc.
INCREASED5,3105,055+255+5%$1.6M$1.7M+$117.8K2026-10-13
Abel Hall, LLC
DECREASED5,3025,344-42-1%$2.3M$1.7M-$574.0K2026-10-19
BIP Wealth, LLC
INCREASED5,2925,010+282+6%$2.2M$1.7M-$432.7K2026-10-22
Wealth Enhancement Trust Services, Inc.
DECREASED5,2846,730-1,446-21%$2.9M$1.7M-$1.2M2026-10-07
Pinnacle Wealth Planning Services, Inc.
INCREASED5,2825,137+145+3%$2.2M$1.7M-$490.8K2026-10-27
Oslo Pensjonsforsikring AS
UNCHANGED5,2345,23400%$2.3M$1.7M-$548.6K2026-10-15
Brian LOW Financial Group, LLC
NEW5,220—+5,220——$1.7M—2026-10-28
Telos Capital Management, Inc.
INCREASED5,2154,954+261+5%$2.1M$1.7M-$433.5K2026-11-02
RDA Financial Network
DECREASED5,2125,461-249-5%$2.4M$1.7M-$654.4K2026-10-15
Milestone Asset Management, LLC
INCREASED5,1924,692+500+11%$2.0M$1.7M-$327.6K2026-10-15
Retirement Planning Group, LLC
DECREASED5,1665,415-249-5%$2.3M$1.7M-$649.4K2026-10-19
XXI Wealth, LLC
INCREASED5,1344,749+385+8%$2.1M$1.7M-$371.3K2026-10-22
Silverleafe Capital Partners, LLC
INCREASED5,1324,307+825+19%$1.9M$1.7M-$180.4K2026-10-02
Compass Financial Management LLC
DECREASED5,1058,814-3,709-42%$3.7M$1.7M-$2.0M2026-10-30
Chilton Capital Management LLC
INCREASED5,0835,033+50+1%$2.2M$1.7M-$511.1K2026-10-28
GLR Partners, LLC
INCREASED5,0593,221+1,838+57%$1.4M$1.7M+$266.2K2026-11-04
LVZ, Inc.
INCREASED5,0123,414+1,598+47%$1.5M$1.6M+$167.1K2026-10-20
Eagle Wealth Advisors LLC
INCREASED5,0104,899+111+2%$2.1M$1.6M-$476.7K2026-10-20
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED4,9945,695-701-12%$2.5M$1.6M-$827.2K2026-10-21
Koshinski Asset Management, Inc.
DECREASED4,9926,014-1,022-17%$2.6M$1.6M-$966.2K2026-10-29
Ridgeline Wealth Planning, LLC
INCREASED4,9594,910+49+1%$2.1M$1.6M-$498.6K2026-10-29
Capital Advisors, Ltd. LLC
INCREASED4,9404,878+62+1%$2.1K$1.6K-$4912026-10-27
Biltmore Family Office, LLC
UNCHANGED4,8904,89000%$2.1M$1.6M-$512.2K2026-11-03
Rare Wolf Capital LLC
DECREASED4,8665,319-453-9%$2.3M$1.6M-$706.4K2026-10-20
Tandem Capital Management Corp
INCREASED4,8504,800+50+1%$2.1M$1.6M-$486.7K2026-10-22
Quadrant Private Wealth Management, LLC
NEW4,835—+4,835——$1.6M—2026-11-04
LJI Wealth Management, LLC
DECREASED4,8344,856-220%$2.1M$1.6M-$516.2K2026-10-28
MW Advisory, LLC
INCREASED4,8213,196+1,625+51%$1.4M$1.6M+$198.8K2026-10-19
Victory Financial Group, LLC
INCREASED4,8204,622+198+4%$2.0M$1.6M-$419.4K2026-10-27
Parsons Capital Management Inc
INCREASED4,8044,214+590+14%$1.8M$1.6M-$247.9K2026-10-28
SYM Financial Corp
DECREASED4,7955,050-255-5%$2.2M$1.6M-$613.1K2026-10-26
Smith Salley Wealth Management
INCREASED4,7771,402+3,375+241%$607.6K$1.6M+$961.6K2026-11-03
Lebenthal Global Advisors, LLC
INCREASED4,7594,229+530+13%$1.8M$1.6M-$269.4K2026-10-28
Columbia Asset Management
UNCHANGED4,7504,75000%$2.1M$1.6M-$497.9K2026-10-19
Caldwell Trust Co
INCREASED4,7044,508+196+4%$2.0M$1.5M-$408.1K2026-10-30
Core Wealth Partners LLC
INCREASED4,6864,095+591+14%$1.8M$1.5M-$235.1K2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
DECREASED4,6814,864-183-4%$2.1M$1.5M-$570.0K2026-11-02
Nfsg Corp
INCREASED4,6692,692+1,977+73%$1.2M$1.5M+$367.3K2026-10-15
Bosman Wealth Management, LLC
DECREASED4,6554,896-241-5%$2.1M$1.5M-$592.4K2026-10-28
Dutch Asset Corp
INCREASED4,6524,372+280+6%$1.9M$1.5M-$366.2K2026-10-20
FSM Wealth Advisors, LLC
DECREASED4,6524,697-45-1%$2.0M$1.5M-$543.9K2026-10-27
Legal Advantage Investments, Inc.
DECREASED4,6485,648-1,000-18%$2.4M$1.5M-$920.5K2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED4,64214,934-10,292-69%$6.5M$1.5M-$4.9M2026-10-09
Bria Capital Group, LLC
INCREASED4,6014,053+548+14%$1.8M$1.5M-$244.8K2026-10-22
McAdam, LLC
INCREASED4,5924,232+360+9%$1.8M$1.5M-$325.3K2026-10-21
Eastern Bank
UNCHANGED4,5904,59000%$2.0M$1.5M-$481.1K2026-10-05
Salem Investment Counselors Inc
DECREASED4,5884,699-111-2%$2.0M$1.5M-$528.7K2026-10-13
RMR Wealth Builders
INCREASED4,5844,579+5+0%$2.0M$1.5M-$478.2K2026-10-22
Moody Lynn Lieberson & Walker, LLC
INCREASED4,5404,440+100+2%$1.9M$1.5M-$432.6K2026-10-14
B.A. Schrock Wealth Management, Inc.
NEW4,527—+4,527——$1.5M—2026-10-15
Grove Bank & Trust
INCREASED4,5264,442+84+2%$1.9M$1.5M-$438.0K2026-10-08
Guerra PAN Advisors, LLC
UNCHANGED4,5204,52000%$2.0M$1.2M-$728.3K2026-10-26
Brady Martz Wealth Solutions, LLC
INCREASED4,5134,252+261+6%$1.8M$1.5M-$359.8K2026-11-05
Delphi Management Inc
DECREASED4,5134,609-96-2%$2.0M$1.5M-$514.0K2026-11-05
Triad Wealth Partners, LLC
INCREASED4,4793,811+668+18%$1.1M$1.5M+$348.7K2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED4,4774,438+39+1%$1.9M$1.5M-$452.4K2026-10-22
Advisor OS, LLC
DECREASED4,4214,525-104-2%$2.0M$1.5M-$508.4K2026-11-03
Moneco Advisors, LLC
DECREASED4,4214,469-48-1%$1.9M$1.5M-$484.3K2026-11-05
J.Safra Asset Management Corp
INCREASED4,3844,352+32+1%$1.9M$1.4M-$445.7K2026-11-03
Net Worth Advisory Group
DECREASED4,3646,596-2,232-34%$2.9M$1.5M-$1.4M2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED4,3604,36000%$1.9M$1.4M-$457.0K2026-10-29
Crew Capital Management, Ltd
INCREASED4,3284,241+87+2%$1.8M$1.4M-$416.0K2026-10-28
BankChampaign, National Association
INCREASED4,3214,219+102+2%$1.8M$1.4M-$408.7K2026-10-19
Providence First Trust Co
DECREASED4,3197,476-3,157-42%$3.2M$1.4M-$1.8M2026-11-02
Veracity Capital LLC
INCREASED4,2964,219+77+2%$1.8M$1.4M-$416.9K2026-10-08
Chicago Capital, LLC
UNCHANGED4,2914,29100%$1.9M$1.4M-$449.8K2026-10-13
Kingdom Financial Group Llc.
DECREASED4,2764,411-135-3%$1.9M$1.4M-$506.7K2026-11-04
Enterprise Financial Services Corp
DECREASED4,2694,319-50-1%$1.9M$1.4M-$469.1K2026-11-03
West Wealth Group, LLC
DECREASED4,2654,399-134-3%$1.9M$1.4M-$505.2K2026-10-14
Hoxton Planning & Management, LLC
DECREASED4,2584,351-93-2%$1.9M$1.4M-$486.6K2026-10-15
Moss Adams Wealth Advisors LLC
DECREASED4,2454,293-48-1%$1.9M$1.4M-$465.4K2026-10-28
Whalen Wealth Management Inc.
INCREASED4,1952,822+1,373+49%$1.2M$1.4M+$155.1K2026-10-08
Piar LLC
INCREASED4,1904,040+150+4%$1.8M$1.4M-$374.2K2026-10-21
Absolute Capital Management, LLC
INCREASED4,1163,818+298+8%$1.7M$1.4M-$302.2K2026-10-16
Colonial River Investments, LLC
INCREASED4,1002,977+1,123+38%$1.3M$1.3M+$56.8K2026-10-19
Shepherd Financial Partners LLC
DECREASED4,0714,074-30%$1.8M$1.3M-$428.0K2026-11-03
Williams & Novak Wealth Management, LLC
INCREASED4,0554,011+44+1%$1.7M$1.3M-$406.0K2026-10-09
Cornerstone Management, Inc.
INCREASED4,0384,035+3+0%$1.7M$1.3M-$422.0K2026-10-16
Evermay Wealth Management LLC
INCREASED4,0253,720+305+8%$1.6M$1.3M-$289.5K2026-11-05
Lodestar Private Asset Management LLC
DECREASED4,0104,610-600-13%$2.0M$1.3M-$680.3K2026-10-26
Thrive Wealth Management, LLC
INCREASED3,9903,977+13+0%$1.7M$1.3M-$412.3K2026-10-13
Facet Wealth, Inc.
INCREASED3,9873,714+273+7%$1.6M$1.3M-$299.6K2026-11-04
Somerset Trust Co
DECREASED3,9624,012-50-1%$1.7M$1.3M-$437.0K2026-10-13
Fairvoy Private Wealth, LLC
INCREASED3,9593,361+598+18%$1.5M$1.3M-$155.9K2026-10-19
Curat Global, LLC
INCREASED3,9503,201+749+23%$1.2M$1.3M+$101.8K2026-10-26
Persium Advisors, LLC
INCREASED3,9483,945+3+0%$1.7M$1.3M-$412.5K2026-10-07
Marathon Mission, Inc.
INCREASED3,9443,916+28+1%$1.7M$1.3M-$401.3K2026-10-01
Virtue Capital Management, LLC
INCREASED3,9263,756+170+5%$1.6M$1.3M-$337.9K2026-10-29
Income Insurance Ltd
UNCHANGED3,9163,91600%$1.7M$1.3M-$410.5K2026-10-21
Tuttle Capital Management, LLC
DECREASED3,8905,590-1,700-30%$2.4M$1.3M-$1.1M2026-10-21
Gibbs Wealth Management
INCREASED3,8442,689+1,155+43%$1.2M$1.3M+$97.6K2026-10-22
Client 1ST Advisory Group, LLC
INCREASED3,8043,794+10+0%$1.6M$1.2M-$394.4K2026-10-19
Cromwell Holdings LLC
DECREASED3,8004,020-220-5%$1.7M$1.2M-$493.4K2026-10-28
Gen-Wealth Partners Inc
DECREASED3,7994,336-537-12%$1.9M$1.2M-$630.8K2026-11-04
Mascoma Wealth Management LLC
DECREASED3,7963,800-40%$1.6M$1.2M-$399.6K2026-10-23
Diversified Enterprises, LLC
INCREASED3,7892,608+1,181+45%$1.1M$1.2M+$114.6K2026-10-19
Walker Asset Management, LLC
DECREASED3,7744,001-227-6%$1.7M$1.2M-$493.9K2026-10-13
Lyell Wealth Management, LP
DECREASED3,7644,446-682-15%$1.9M$1.2M-$690.1K2026-10-30
WealthBridge Capital Management, LLC
DECREASED3,7503,844-94-2%$1.7M$1.2M-$433.8K2026-10-16
Clear Harbor Asset Management, LLC
DECREASED3,7463,776-30-1%$1.6M$1.2M-$405.7K2026-11-05
Dedeker Financial LLC
INCREASED3,7453,629+116+3%$1.6M$1.2M-$342.3K2026-10-23
Rockland Trust Co
INCREASED3,7413,469+272+8%$1.5M$1.2M-$274.3K2026-10-05
Oakmont Investment Advisors, Inc.
NEW3,726—+3,726——$1.2M—2026-10-21
CFS Investment Advisory Services, LLC
DECREASED3,7233,737-140%$1.3M$1.2M-$70.1K2026-10-19
Master's Wealth Management Inc.
INCREASED3,7053,149+556+18%$1.4M$1.2M-$147.4K2026-10-22
Paladin Wealth, LLC
DECREASED3,6753,682-70%$1.6M$1.2M-$388.0K2026-10-23
Confluence Wealth Services, Inc.
DECREASED3,6533,729-76-2%$1.6M$1.2M-$415.8K2026-11-05
Great Diamond Partners, LLC
DECREASED3,6183,635-170%$1.6M$1.2M-$386.6K2026-10-13
SkyOak Wealth, LLC
INCREASED3,6163,575+41+1%$1.5M$1.2M-$361.3K2026-10-28
Klingman & Associates, LLC
INCREASED3,5963,152+444+14%$1.4M$1.2M-$184.5K2026-10-20
Brucke Financial, Inc.
INCREASED3,5783,229+349+11%$1.4M$1.2M-$223.8K2026-10-23
Lewis Asset Management, LLC
DECREASED3,5723,848-276-7%$1.7M$1.2M-$492.6K2026-10-14
Kendall Capital Management
INCREASED3,5693,390+179+5%$1.5M$1.2M-$296.5K2026-10-23
Parcion Private Wealth LLC
INCREASED3,5662,790+776+28%$1.2M$1.2M-$37.5K2026-10-28
United Asset Strategies, Inc.
INCREASED3,5593,329+230+7%$1.4M$1.2M-$273.4K2026-10-28
CLG LLC
DECREASED3,5243,548-24-1%$1.5M$1.2M-$379.6K2026-10-13
Investment Partners Asset Management, Inc.
DECREASED3,5213,744-223-6%$1.6M$1.2M-$465.7K2026-10-09
James Investment Research, Inc.
DECREASED3,5133,629-116-3%$1.6M$1.2M-$418.5K2026-10-22
Anchyra Partners LLC
INCREASED3,5113,180+331+10%$1.4M$1.2M-$224.6K2026-10-13
BankPlus Wealth Management LLC
DECREASED3,5023,776-274-7%$1.6M$1.2M-$485.3K2026-10-13
Worth Asset Management, LLC
INCREASED3,4913,253+238+7%$1.4M$1.1M-$262.8K2026-10-07
Blue Water Asset Management
INCREASED3,4913,471+20+1%$1.5M$1.1M-$357.2K2026-11-04
Townsend & Associates, Inc
INCREASED3,4903,464+26+1%$1.1M$921.1K-$141.6K2026-10-23
Donoghue Forlines LLC
INCREASED3,4892,754+735+27%$1.2M$1.1M-$47.2K2026-11-02
Center for Financial Planning, Inc.
NEW3,487—+3,487——$1.1M—2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED3,4789,731-6,253-64%$4.2M$1.1M-$3.1M2026-10-16
Accredited Investors Inc.
INCREASED3,4653,447+18+1%$1.5M$1.1M-$355.4K2026-11-03
Powell Investment Advisors, LLC
UNCHANGED3,4603,46000%$1.5M$1.1M-$362.4K2026-10-22
Genus Capital Management Inc.
DECREASED3,45034,333-30,883-90%$14.9M$1.1M-$13.7M2026-11-04
CFM Wealth Partners LLC
UNCHANGED3,4263,42600%$1.5M$1.1M-$359.1K2026-11-05
Golden Reserve Retirement LLC
INCREASED3,4062,768+638+23%$1.2M$1.1M-$80.6K2026-11-02
Regent Peak Wealth Advisors LLC
INCREASED3,4063,331+75+2%$1.4M$1.1M-$324.5K2026-10-13
Oak Harvest Investment Services
INCREASED3,4023,366+36+1%$1.5M$1.1M-$340.9K2026-10-20
Mechanics Financial Corp
INCREASED3,4003,249+151+5%$1.4M$1.1M-$291.0K2026-11-05
Quantum Financial Advisors, LLC
INCREASED3,3953,375+20+1%$1.5M$1.1M-$347.2K2026-11-03
AMG Asset Management Group, Inc.
INCREASED3,3832,216+1,167+53%$960.4K$1.1M+$151.1K2026-10-21
Lodestone Wealth Management LLC
INCREASED3,3833,358+25+1%$1.5M$1.1M-$343.6K2026-10-14
Waterfront Wealth Inc.
DECREASED3,3793,396-170%$1.2M$895.1K-$294.7K2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED3,3783,363+15+0%$1.5M$1.1M-$347.6K2026-11-02
Private Wealth Partners, LLC
INCREASED3,3702,970+400+13%$1.3M$1.1M-$179.9K2026-10-22
RFG Holdings, Inc.
DECREASED3,3663,575-209-6%$1.5M$1.1M-$443.2K2026-10-30
Syntegra Private Wealth Group, LLC
DECREASED3,3604,103-743-18%$1.8M$1.1M-$674.2K2026-10-13
MTM Investment Management, LLC
DECREASED3,3433,453-110-3%$1.5M$1.1M-$398.1K2026-10-30
Poehling Capital Management, Inc.
UNCHANGED3,3003,30000%$1.4M$1.1M-$345.9K2026-10-20
Corda Investment Management, Llc.
INCREASED3,2993,249+50+2%$1.4M$1.1M-$324.1K2026-10-22
Claro Advisors Inc.
INCREASED3,2942,856+438+15%$1.2M$1.1M-$155.3K2026-11-02
Franklin Street Advisors Inc
UNCHANGED3,2803,28000%$1.4M$1.1M-$343.8K2026-10-13
Wiregrass Investment Management LLC
INCREASED3,2702,361+909+39%$1.0M$1.1M+$51.1K2026-11-05
Wealthcare Advisory Partners LLC
DECREASED3,2613,544-283-8%$1.5M$1.1M-$464.5K2026-10-21
Kornitzer Capital Management Inc
INCREASED3,2601,185+2,075+175%$513.5K$1.1M+$557.4K2026-11-03
Impact Capital Partners LLC
INCREASED3,2573,074+183+6%$1.3M$1.1M-$262.1K2026-10-22
Tactive Advisors, LLC
DECREASED3,2554,710-1,455-31%$2.0M$1.1M-$971.6K2026-10-08
Riversedge Advisors, LLC
INCREASED3,2423,071+171+6%$1.3M$1.1M-$265.7K2026-10-09
Atala Financial Inc
UNCHANGED3,2343,23400%$1.4M$1.1M-$339.0K2026-10-22
Ipswich Investment Management Co., Inc.
DECREASED3,2253,250-25-1%$1.4M$1.1M-$348.9K2026-10-13
Fiduciary Alliance LLC
DECREASED3,2055,517-2,312-42%$2.4M$1.1M-$1.3M2026-10-13
Central Pacific Bank - Trust Division
DECREASED3,1787,269-4,091-56%$3.1M$1.0M-$2.1M2026-10-06
Jackson Creek Investment Advisors LLC
DECREASED3,1773,355-178-5%$983$1.0M+$1.0M2026-11-04
Kaizen Financial Strategies
INCREASED3,1733,105+68+2%$1.2M$1.0M-$172.8K2026-10-09
Strategy Asset Managers LLC
INCREASED3,1633,156+7+0%$1.4M$1.0M-$328.5K2026-10-14
Riverbend Wealth Management, LLC
INCREASED3,1582,244+914+41%$972.4K$1.0M+$65.0K2026-10-15
Crusonia Wealth Advisors LLC
DECREASED3,1373,202-65-2%$1.4M$1.0M-$356.9K2026-10-26
Raleigh Capital Management Inc.
DECREASED3,1124,090-978-24%$1.8M$1.0M-$750.0K2026-10-28
Whelan Financial
INCREASED3,1032,877+226+8%$1.2M$1.0M-$227.3K2026-10-28
Continuum Wealth Advisors, LLC
INCREASED3,0992,645+454+17%$1.1M$1.0M-$128.1K2026-10-20
Aspiriant, LLC
INCREASED3,0983,071+27+1%$1.3M$1.0M-$313.0K2026-10-16
First County Bank
INCREASED3,0942,483+611+25%$1.1M$1.0M-$59.5K2026-10-13
Legacy Wealth Management, LLC / MS
DECREASED3,0893,104-150%$1.3M$1.0M-$330.4K2026-10-30
Relyea Zuckerberg Hanson LLC
DECREASED3,0843,605-521-14%$1.6M$1.0M-$549.0K2026-10-20
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED3,0803,08000%$1.3M$1.0M-$322.8K2026-10-26
Canvas Wealth Advisors, LLC
DECREASED3,0753,326-251-8%$1.4M$782.2K-$659.9K2026-11-02
SeaCrest Wealth Management, LLC
INCREASED3,0653,052+13+0%$1.3M$1.0M-$315.6K2026-10-21
Argus Investors' Counsel, Inc.
DECREASED3,0563,104-48-2%$1.3M$1.0M-$341.1K2026-10-09
Silver Grove Financial Group, Inc.
INCREASED3,0512,803+248+9%$1.2M$1.0M-$212.3K2026-11-05
Manchester Capital Management LLC
DECREASED3,0473,279-232-7%$1.4M$1.0M-$419.9K2026-10-22
Quadcap Wealth Management, LLC
DECREASED3,0453,152-107-3%$1.4M$1.0M-$365.5K2026-11-02
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED3,0413,04100%$1.3M$1.3M$02026-10-15
Leo Wealth, LLC
NEW3,021—+3,021——$992.5K—2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED3,0192,707+312+12%$1.2M$991.8K-$181.3K2026-10-15
Integral Investment Advisors, Inc.
INCREASED3,0152,975+40+1%$1.3M$990.5K-$298.7K2026-11-03
Northside Capital Management, LLC
UNCHANGED3,0103,01000%$1.3M$988.8K-$315.5K2026-10-13
Five Oceans Advisors
DECREASED2,9993,221-222-7%$1.4M$985.2K-$410.6K2026-10-22
Ninety One UK Ltd
DECREASED2,99740,068-37,071-93%$17.4M$984.5K-$16.4M2026-10-15
United Advisor Group, LLC
DECREASED2,9773,269-292-9%$1.4M$978.2K-$438.6K2026-11-03
TrustBank
DECREASED2,9703,045-75-2%$1.3M$975.7K-$343.8K2026-10-20
Centennial Wealth Advisory LLC
INCREASED2,9252,823+102+4%$1.2M$960.9K-$262.4K2026-10-16
Braun-Bostich & Associates Inc.
DECREASED2,9153,057-142-5%$1.3M$957.6K-$367.1K2026-10-20
Brickley Wealth Management
UNCHANGED2,9122,91200%$1.3M$956.6K-$305.2K2026-11-04
Golden State Wealth Management, LLC
DECREASED2,9063,039-133-4%$1.3M$954.9K-$362.2K2026-11-02
Nixon Peabody Trust Co
DECREASED2,8992,995-96-3%$1.3M$952.4K-$345.5K2026-10-23
Prosperity Financial Group, Inc.
DECREASED2,8966,069-3,173-52%$2.6M$951.4K-$1.7M2026-10-29
Univest Financial Corp
INCREASED2,8942,631+263+10%$1.1M$950.7K-$189.4K2026-11-05
Sky Investment Group LLC
NEW2,893—+2,893——$950.3K—2026-10-30
Cypress Asset Management Inc
UNCHANGED2,8902,89000%$1.3M$949.4K-$302.9K2026-10-09
XML Financial, LLC
DECREASED2,8733,148-275-9%$1.4M$943.8K-$420.3K2026-10-29
Vann Equity Management LLC
INCREASED2,8732,842+31+1%$1.2M$943.9K-$287.8K2026-10-08
Gryphon Financial Partners LLC
INCREASED2,8692,739+130+5%$1.2M$942.4K-$244.4K2026-11-04
Canandaigua National Bank & Trust Co
DECREASED2,8652,895-30-1%$1.3M$941.2K-$313.3K2026-10-07
True Private Wealth Advisors
DECREASED2,8615,660-2,799-49%$2.5M$940.0K-$1.5M2026-10-19
Lineweaver Wealth Advisors, LLC
INCREASED2,8552,591+264+10%$1.1M$937.8K-$185.1K2026-10-13
Welch Group, LLC
INCREASED2,8402,536+304+12%$1.1M$932.9K-$165.9K2026-10-29
Castle Rock Wealth Management, LLC
DECREASED2,8162,859-43-1%$1.1M$940.3K-$178.4K2026-10-09
Amitell Capital Pte Ltd
NEW2,800—+2,800——$919.8K—2026-11-02
Marin Bay Wealth Advisors, LLC
UNCHANGED2,7772,77700%$1.2M$912.5K-$291.0K2026-10-28
Stonebridge Financial Group, LLC
INCREASED2,7722,735+37+1%$1.2M$910.7K-$274.5K2026-10-01
Smart Wealth LLC
INCREASED2,7622,383+379+16%$1.0M$907.4K-$125.1K2026-11-04
Voisard Asset Management Group, Inc.
INCREASED2,7612,285+476+21%$990.2K$907.0K-$83.1K2026-10-13
Cidel Asset Management Inc
DECREASED2,7523,591-839-23%$1.6M$904.1K-$652.0K2026-10-29
KG Capital Management
DECREASED2,7483,713-965-26%$1.6M$902.7K-$706.2K2026-10-15
Purus Wealth Management, LLC
DECREASED2,7482,778-30-1%$1.2M$902.9K-$301.0K2026-10-15
First Command Advisory Services, Inc.
INCREASED2,737630+2,107+334%$273.1K$900.0K+$626.9K2026-11-05
Chesley Taft & Associates LLC
DECREASED2,7233,106-383-12%$1.3M$894.5K-$451.4K2026-10-13
Verus Capital Partners, LLC
DECREASED2,7213,082-361-12%$1.3M$893.8K-$441.7K2026-11-03
Seven Mile Advisory
DECREASED2,7172,757-40-1%$1.2M$892.6K-$302.8K2026-10-22
Hoey Investments, Inc
INCREASED2,7052,505+200+8%$1.1M$888.6K-$196.9K2026-10-29
Signal Advisors Wealth, LLC
DECREASED2,6963,363-667-20%$1.5M$885.6K-$571.7K2026-10-13
Friedenthal Financial
NEW2,665—+2,665——$875.5K—2026-10-27
Sendero Wealth Management, LLC
DECREASED2,6593,674-1,015-28%$1.6M$873.5K-$718.5K2026-10-14
Blume Capital Management, Inc.
UNCHANGED2,6552,65500%$1.2M$872.2K-$278.3K2026-10-26
StoneX Group Inc.
INCREASED2,6481,482+1,166+79%$642.7K$859.9K+$217.2K2026-11-03
Bensler, LLC
INCREASED2,6452,620+25+1%$1.1M$868.9K-$266.4K2026-11-05
Hudock, Inc.
INCREASED2,6432,564+79+3%$1.1M$868.5K-$243.0K2026-10-14
Norris Perne & French LLP
INCREASED2,6372,630+7+0%$1.1M$866.3K-$273.4K2026-10-23
Teza Capital Management LLC
INCREASED2,6301,460+1,170+80%$632.7K$864.0K+$231.3K2026-10-23
AXS Investments LLC
DECREASED2,6299,599-6,970-73%$4.2M$863.7K-$3.3M2026-11-04
Jacobsen Capital Management
INCREASED2,6282,495+133+5%$1.1M$863.3K-$217.8K2026-10-27
Allen Capital Group, LLC
DECREASED2,6252,685-60-2%$1.2M$862.3K-$301.2K2026-10-27
Asset Dedication, LLC
DECREASED2,6252,646-21-1%$1.1M$862.3K-$284.3K2026-11-03
Csenge Advisory Group
INCREASED2,6232,062+561+27%$893.3K$861.7K-$31.6K2026-11-04
M Holdings Securities, Inc.
NEW2,622—+2,622——$710—2026-11-03
Acropolis Investment Management, LLC
INCREASED2,6202,353+267+11%$1.0M$860.7K-$158.8K2026-10-08
Avior Wealth Management, LLC
INCREASED2,6152,573+42+2%$1.1M$859.2K-$255.8K2026-10-13
Birinyi Associates Inc
DECREASED2,6138,480-5,867-69%$3.7M$858-$3.7M2026-10-28
RD Finance Ltd
NEW2,611—+2,611——$858—2026-10-26
Orba Wealth Advisors, L.L.C.
DECREASED2,6105,105-2,495-49%$2.2M$857.4K-$1.4M2026-10-23
Fiduciary Financial Group, LLC
INCREASED2,6062,572+34+1%$1.1M$856.1K-$258.4K2026-10-13
Zullo Investment Group, Inc.
INCREASED2,6042,593+11+0%$1.1M$855.5K-$268.2K2026-10-20
Foster Group, Inc.
DECREASED2,6032,639-36-1%$1.1M$855.1K-$288.4K2026-10-13
Parthenon LLC
UNCHANGED2,5752,57500%$1.1M$845.9K-$269.9K2026-10-22
Provenance Wealth Advisors, LLC
INCREASED2,57245+2,527+5616%$19.5K$844.9K+$825.4K2026-10-30
ABC Arbitrage SA
DECREASED2,5479,362-6,815-73%$4.1M$836.7K-$3.2M2026-10-23
Bill Few Associates, Inc.
DECREASED2,5382,579-41-2%$1.1M$833.8K-$283.7K2026-10-09
Syverson Strege & Co
DECREASED2,5312,618-87-3%$1.1M$831.5K-$303.0K2026-11-02
Tennessee Valley Asset Management Partners
DECREASED2,5202,583-63-2%$1.1M$827.9K-$291.5K2026-11-03
Pension & Wealth Management Advisors, Inc.
INCREASED2,519307+2,212+721%$133.4K$827.8K+$694.4K2026-10-16
Mccarter Private Wealth Services LLC
DECREASED2,5003,150-650-21%$1.4M$821.3K-$543.7K2026-10-22
Councilor Wealth, LLC
UNCHANGED2,5002,50000%$1.1M$821.3K-$262.1K2026-10-09
TCI Wealth Advisors, Inc.
INCREASED2,4992,398+101+4%$1.0M$821.1K-$218.2K2026-10-30
Birchwood Financial Partners, Inc.
INCREASED2,4952,475+20+1%$1.1M$819.6K-$252.9K2026-11-02
Douglas Lane & Associates, LLC
UNCHANGED2,4802,48000%$1.1M$814.7K-$260.0K2026-10-09
Grandfield & Dodd, LLC
DECREASED2,4682,518-50-2%$1.1M$810.8K-$280.4K2026-10-29
Baldwin Wealth Partners LLC
UNCHANGED2,4612,46100%$1.1M$808.5K-$258.0K2026-10-13
JB Capital LLC
INCREASED2,4532,427+26+1%$1.1M$806.0K-$245.6K2026-10-19
Alhambra Investment Management LLC
DECREASED2,4512,837-386-14%$1.2M$805.2K-$424.2K2026-10-15
Unique Wealth Strategies, LLC
UNCHANGED2,4502,45000%$1.1M$1.1M$02026-10-13
55 North Private Wealth, LLC
INCREASED2,4242,363+61+3%$1.0M$796.3K-$227.7K2026-10-20
Northbridge Financial Group, LLC
DECREASED2,4022,415-13-1%$1.0M$802.0K-$244.5K2026-11-05
Aries Wealth Management
DECREASED2,4002,510-110-4%$1.1M$788.4K-$299.2K2026-10-23
Kennicott Capital Management LLC
UNCHANGED2,4002,40000%$1.0M$788.4K-$251.6K2026-10-16
MCF Advisors LLC
INCREASED2,3992,354+45+2%$1.0M$788.8K-$231.8K2026-10-28
Avalon Capital Management
DECREASED2,3932,864-471-16%$1.2M$786.1K-$454.9K2026-11-04
McGlone Suttner Wealth Management, Inc.
INCREASED2,3901,392+998+72%$603.0K$785.2K+$182.2K2026-10-13
Urban Wealth Management, LLC
NEW2,386—+2,386——$783.8K—2026-10-21
Warren Street Wealth Advisors, LLC
INCREASED2,3862,186+200+9%$947.3K$783.8K-$163.4K2026-11-04
Canopy Partners, LLC
DECREASED2,3782,485-107-4%$1.1M$781.2K-$295.6K2026-10-28
Financial Consulate, Inc
INCREASED2,3762,371+5+0%$1.0M$781.3K-$246.2K2026-10-23
Great Lakes Retirement, Inc.
INCREASED2,3732,263+110+5%$980.6K$780.5K-$200.2K2026-10-26
Essential Partners LLC
INCREASED2,3712,296+75+3%$994.9K$778.9K-$216.0K2026-10-14
Braeburn Wealth Management LLC
DECREASED2,3603,294-934-28%$1.4M$775.3K-$652.1K2026-10-15
FAI Advisors, Inc.
INCREASED2,3512,142+209+10%$928.2K$772.3K-$155.9K2026-10-27
Walkner Condon Financial Advisors LLC
INCREASED2,3512,291+60+3%$992.8K$772.2K-$220.5K2026-11-02
Partners Wealth Management, LLC
NEW2,346—+2,346——$771.3K—2026-10-28
Rakuten Securities, Inc.
INCREASED2,3412,091+250+12%$906.1K$769.0K-$137.1K2026-11-02
NIA Impact Advisors, LLC
INCREASED2,3391,870+469+25%$810.2K$768.3K-$41.9K2026-11-04
Connecticut Capital Management Group, LLC
INCREASED2,3332,326+7+0%$1.0M$766.4K-$241.5K2026-10-29
Keystone Wealth Services, LLC
DECREASED2,3322,421-89-4%$1.0M$755.3K-$293.9K2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED2,3162,322-60%$1.0M$760.9K-$245.4K2026-10-19
Vanguard Capital Wealth Advisors
INCREASED2,3131,600+713+45%$693.3K$759.8K+$66.5K2026-10-16
Plancorp, LLC
DECREASED2,2922,524-232-9%$832.7K$548.0K-$284.7K2026-11-03
Lazari Capital Management, Inc.
INCREASED2,2892,286+3+0%$990.6K$752.0K-$238.6K2026-10-20
Visionary Wealth Advisors
INCREASED2,2842,028+256+13%$878.8K$750.3K-$128.5K2026-11-04
Cypress Wealth Services, LLC
DECREASED2,2812,305-24-1%$999.0K$761.7K-$237.3K2026-10-21
Affinity Capital Advisors, LLC
INCREASED2,2631,954+309+16%$684.2K$721.6K+$37.4K2026-10-13
Cherokee Insurance Co
UNCHANGED2,2502,25000%$975.0K$739.1K-$235.8K2026-11-05
Revolve Wealth Partners, LLC
INCREASED2,2222,140+82+4%$927.3K$729.9K-$197.4K2026-10-23
Formidable Asset Management, LLC
DECREASED2,2162,385-169-7%$509.6K$960.3K+$450.7K2026-11-03
Gables Capital Management Inc.
UNCHANGED2,2152,21500%$959.8K$727.6K-$232.2K2026-11-04
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED2,2002,300-100-4%$996.7K$722.7K-$273.9K2026-10-16
Essex Bank
DECREASED2,1972,258-61-3%$978.4K$721.7K-$256.7K2026-10-16
Balboa Wealth Partners
INCREASED2,1892,187+2+0%$947.7K$719.1K-$228.6K2026-10-20
Register Financial Advisors LLC
INCREASED2,1852,170+15+1%$940.3K$717.8K-$222.5K2026-10-23
Spartan Planning & Wealth Management
DECREASED2,1842,387-203-8%$1.0M$717.5K-$316.9K2026-10-13
Prota Financial, LLC
DECREASED2,1712,222-51-2%$869.4K$738.4K-$131.0K2026-10-08
Avantra Family Wealth, Inc.
INCREASED2,1632,067+96+5%$895.7K$710.6K-$185.1K2026-10-20
Mitchell Capital Management Co
DECREASED2,1432,393-250-10%$1.0M$704.0K-$333.0K2026-10-29
Moody National Bank Trust Division
UNCHANGED2,1352,13500%$925.2K$701.4K-$223.8K2026-10-06
TSG Advice Partners, LLC
NEW2,133—+2,133——$924.5K—2026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED2,1242,157-33-2%$869.1K$642.1K-$227.0K2026-11-04
NBH Bank
INCREASED2,1211,954+167+9%$846.7K$696.8K-$150.0K2026-11-05
Global Assets Advisory, LLC
DECREASED2,1202,355-235-10%$905.7K$734.1K-$171.6K2026-10-28
Accordant Advisory Group Inc
UNCHANGED2,1112,11100%$914.8K$693.5K-$221.3K2026-10-29
Samalin Investment Counsel, LLC
DECREASED2,1012,182-81-4%$945.5K$690.3K-$255.2K2026-10-23
Optimist Retirement Group LLC
UNCHANGED2,0962,09600%$908.3K$688.6K-$219.7K2026-10-30
Stokes Capital Advisors, LLC
INCREASED2,0832,016+67+3%$873.6K$684.3K-$189.3K2026-10-09
Center For Asset Management LLC
INCREASED2,0821,852+230+12%$802.6K$684.0K-$118.5K2026-10-16
Ridgepath Capital Management LLC
UNCHANGED2,0802,08000%$901.3K$683.3K-$218.0K2026-10-29
Excalibur Management Corp
DECREASED2,0652,067-20%$895.6K$678.3K-$217.3K2026-11-02
Balefire, LLC
INCREASED2,0631,993+70+4%$863.6K$677.7K-$185.9K2026-10-09
Prescott Group Capital Management, L.L.C.
UNCHANGED2,0582,05800%$891.8K$676.1K-$215.7K2026-10-30
Heritage Wealth Management, Inc.
DECREASED2,0572,089-32-2%$905.2K$675.7K-$229.5K2026-10-28
Integras Partners LLC
UNCHANGED2,0502,05000%$888.3K$673.4K-$214.9K2026-10-30
Yankcom Partnership
INCREASED2,0421,388+654+47%$601.5K$670.8K+$69.4K2026-10-15
Hutchens & Kramer Investment Management Group, LLC
DECREASED2,0342,148-114-5%$930.8K$668.2K-$262.6K2026-10-16
LeConte Wealth Management, LLC
INCREASED2,0261,606+420+26%$695.9K$665.6K-$30.4K2026-10-20
Guidance Point Advisors, LLC
INCREASED2,0262,024+2+0%$877.4K$665.7K-$211.7K2026-10-15
Journey Retirement Planning & Investment Management LLC
INCREASED2,024937+1,087+116%$406.1K$665.0K+$258.9K2026-10-09
Walser Wealth Management Company, A Ltd Liability Co
INCREASED2,0201,955+65+3%$847.3K$663.5K-$183.8K2026-10-15
Hamilton Point Investment Advisors, LLC
UNCHANGED2,0202,02000%$875.9K$664.3K-$211.6K2026-11-03
QTR Family Wealth, LLC
DECREASED2,0102,226-216-10%$964.7K$660.4K-$304.3K2026-11-02
Traveka Wealth, LLC
INCREASED2,0051,785+220+12%$773.5K$658.7K-$114.8K2026-10-19
PTM Wealth Management, LLC
UNCHANGED2,0042,00400%$611.5K$669.0K+$57.5K2026-10-23
BCS Wealth Management
UNCHANGED2,0022,00200%$867.5K$657.7K-$209.9K2026-11-03
Financial Insights, Inc.
NEW2,000—+2,000——$657.0K—2026-10-27
Deltec Asset Management LLC
UNCHANGED2,0002,00000%$866.7K$657.0K-$209.6K2026-10-26
Patten Group, Inc.
DECREASED1,9923,196-1,204-38%$1.4M$654.4K-$730.5K2026-10-26
HBW Advisory Services LLC
INCREASED1,9891,132+857+76%$490.5K$653.4K+$162.9K2026-10-15
ARS Wealth Advisors Group, LLC
UNCHANGED1,9801,98000%$858.0K$650.5K-$207.5K2026-10-16
TMB Capital Partners, LLC
DECREASED1,9771,978-10%$857.3K$649.4K-$207.8K2026-10-20
Peterson Wealth Services
INCREASED1,9681,758+210+12%$761.6K$646.5K-$115.1K2026-10-26
Pines Wealth Management, LLC
DECREASED1,9661,987-21-1%$861.0K$645.9K-$215.2K2026-10-21
Bullock Wealth Management Group
INCREASED1,9611,910+51+3%$747.1K$667.1K-$80.0K2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
INCREASED1,9501,367+583+43%$592.4K$640.6K+$48.2K2026-10-21
Index Fund Advisors, Inc.
INCREASED1,9451,895+50+3%$821.2K$639.0K-$182.2K2026-11-05
Traphagen Investment Advisors LLC
INCREASED1,9371,931+6+0%$836.9K$636.4K-$200.4K2026-10-14
Oarsman Capital, Inc.
NEW1,936—+1,936——$636.0K—2026-11-05
Symmetry Partners, LLC
INCREASED1,9321,798+134+7%$779.1K$634.7K-$144.4K2026-10-27
Alliance Wealth Advisors, LLC
INCREASED1,9281,458+470+32%$631.8K$633.4K+$1.6K2026-10-28
TSA Wealth Managment LLC
INCREASED1,9281,921+7+0%$832.4K$633.4K-$199.1K2026-10-22
Myriad Asset Management US LP
INCREASED1,9141,576+338+21%$683.0K$629.0K-$54.0K2026-11-03
Ironsides Asset Advisors, LLC
INCREASED1,8981,540+358+23%$667.3K$623.5K-$43.8K2026-10-20
Intelligence Driven Advisers, LLC
DECREASED1,8982,006-108-5%$869.3K$623.6K-$245.7K2026-10-09
Capstone Capital Management Ltd
DECREASED1,8902,007-117-6%$869.7K$620.9K-$248.8K2026-10-21
Great Waters Wealth Management
UNCHANGED1,8811,88100%$815.1K$617.9K-$197.2K2026-10-07
EdgeRock Capital LLC
INCREASED1,8801,798+82+5%$779.1K$617.6K-$161.5K2026-11-03
Altfest L J & Co Inc
INCREASED1,8801,877+3+0%$813.4K$617.6K-$195.8K2026-10-27
Key Capital Management, Inc
NEW1,873—+1,873——$475.4K—2026-11-03
D'Orazio & Associates, Inc.
DECREASED1,8721,880-80%$814.7K$615.0K-$199.7K2026-11-04
Elevation Wealth Management LLC
UNCHANGED1,8581,85800%$805.3K$610.5K-$194.8K2026-11-02
Meridian Investment Counsel Inc.
DECREASED1,8502,350-500-21%$1.0M$607.7K-$410.6K2026-10-14
Catalyst Private Wealth, LLC
INCREASED1,8461,688+158+9%$731.5K$606.4K-$125.0K2026-10-13
Investment Management Corp
DECREASED1,8451,990-145-7%$862.4K$606.0K-$256.3K2026-11-03
Simon Quick Advisors, LLC
INCREASED1,8041,509+295+20%$653.7K$592.6K-$61.1K2026-10-26
Kraft, Davis & Associates, LLC
INCREASED1,8031,781+22+1%$594.0K$495.4K-$98.6K2026-10-21
Planned Solutions, Inc.
UNCHANGED1,8031,80300%$781.3K$592.3K-$189.0K2026-10-19
First Pacific Financial
INCREASED1,8021,787+15+1%$774.2K$591.9K-$182.3K2026-10-14
Third View Private Wealth, LLC
INCREASED1,7991,350+449+33%$584.8K$590.9K+$6.0K2026-10-30
Nolet Wealth Management, LLC
INCREASED1,7991,789+10+1%$775.1K$590.9K-$184.2K2026-10-15
Lantz Financial LLC
INCREASED1,7981,573+225+14%$681.6K$590.7K-$91.0K2026-10-15
Heritage Family Offices, LLP
INCREASED1,7981,659+139+8%$718.9K$590.7K-$128.2K2026-11-02
Investment Advisory Services Inc
DECREASED1,7902,340-550-23%$1.0M$587.9K-$426.2K2026-10-27
Owl Creek Wealth Partners LLC
INCREASED1,7891,539+250+16%$666.9K$587.7K-$79.2K2026-10-20
Saxon Interests, Inc.
DECREASED1,7871,867-80-4%$809.0K$587.0K-$222.0K2026-10-26
Clifford Swan Investment Counsel LLC
DECREASED1,78016,530-14,750-89%$7.2M$584.7K-$6.6M2026-11-05
Abacus Wealth Partners, LLC
INCREASED1,7741,739+35+2%$753.6K$582.8K-$170.8K2026-11-03
Summit Wealth Group LLC / Co
INCREASED1,7721,490+282+19%$645.6K$582.1K-$63.5K2026-10-29
Stirlingshire Investments, Inc.
INCREASED1,7691,669+100+6%$723.4K$581.7K-$141.7K2026-11-05
Blue Bell Private Wealth Management, LLC
DECREASED1,7631,782-19-1%$772.2K$579.2K-$193.0K2026-10-29
Southern Michigan Bank & Trust
INCREASED1,7541,751+3+0%$758.8K$576.2K-$182.6K2026-10-19
Brown, Lisle Ings, Inc.
INCREASED1,7471,562+185+12%$676.9K$574.0K-$103.0K2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED1,7361,404+332+24%$608.4K$570.3K-$38.1K2026-10-26
Clear Wave Wealth Management LLC
DECREASED1,7331,783-50-3%$772.6K$569.3K-$203.3K2026-11-04
Adelphi Trust Co
INCREASED1,7311,459+272+19%$632.2K$568.7K-$63.6K2026-10-05
Ejmk Ventures LLC
DECREASED1,7251,851-126-7%$802.4K$567.0K-$235.3K2026-10-21
Mesirow Financial Investment Management, Inc.
UNCHANGED1,7221,72200%$745.8K$565.6K-$180.3K2026-11-05
Hobart Private Capital, LLC
DECREASED1,7132,428-715-29%$1.1M$562.7K-$489.4K2026-10-19
Bond & Devick Financial Network, Inc.
UNCHANGED1,7061,70600%$739.3K$560.4K-$178.8K2026-10-23
Baker Tilly Wealth Management, LLC
DECREASED1,7051,752-47-3%$759.2K$560.1K-$199.1K2026-10-05
Almanack Investment Partners, Llc.
INCREASED1,7001,491+209+14%$646.0K$558.6K-$87.4K2026-11-03
West Bancorporation Inc
DECREASED1,6851,704-19-1%$738.4K$553.5K-$184.9K2026-10-29
Pictet North America Advisors SA
NEW1,684—+1,684——$553.2K—2026-10-21
Hamilton Capital, LLC
DECREASED1,6841,736-52-3%$752.3K$553.2K-$199.1K2026-10-08
Buck Wealth Strategies, LLC
INCREASED1,6821,504+178+12%$651.7K$552.6K-$99.2K2026-10-28
Arta Finance Wealth Management LLC
DECREASED1,6811,798-117-7%$779.1K$552.2K-$226.9K2026-10-28
JSF Financial, LLC
INCREASED1,6731,672+1+0%$724.5K$549.6K-$174.9K2026-10-22
WealthPLAN Partners, LLC
DECREASED1,6641,718-54-3%$744.6K$546.5K-$198.1K2026-10-15
First Horizon Corp
UNCHANGED1,6641,66400%$721.1K$546.6K-$174.4K2026-10-26
Ullmann Wealth Partners Group, LLC
INCREASED1,6481,591+57+4%$689.5K$541.4K-$148.1K2026-11-02
Atlatl Advisers LLC
DECREASED1,64616,210-14,564-90%$7.0M$540.7K-$6.5M2026-10-22
Legacy Wealth Partners, LLC
INCREASED1,6391,633+6+0%$707.6K$538.4K-$169.2K2026-10-15
SeaBridge Investment Advisors LLC
INCREASED1,6371,508+129+9%$653.5K$537.8K-$115.7K2026-11-02
Selective Wealth Management, Inc.
INCREASED1,6361,373+263+19%$430.3K$453.8K+$23.5K2026-10-16
Meadow Creek Wealth Advisors LLC
DECREASED1,6322,146-514-24%$929.9K$536.1K-$393.8K2026-11-02
Cape Investment Advisory, Inc.
INCREASED1,6281,602+26+2%$694.2K$534.9K-$159.2K2026-10-13
RKL Wealth Management LLC
INCREASED1,6201,502+118+8%$650.9K$532.2K-$118.7K2026-10-16
Pinion Investment Advisors, LLC
INCREASED1,619525+1,094+208%$227.5K$531.9K+$304.4K2026-11-04
Howard Financial Services, Ltd.
INCREASED1,6171,308+309+24%$566.7K$531.1K-$35.6K2026-10-15
Cypress Point Wealth Management, LLC
DECREASED1,6141,632-18-1%$707.2K$530.2K-$177.0K2026-11-03
Endeavor Private Wealth, Inc.
INCREASED1,6041,278+326+26%$554.1K$527.6K-$26.6K2026-11-05
Apollon Financial, LLC
DECREASED1,6021,650-48-3%$714.9K$526.2K-$188.7K2026-10-23
Smith Thornton Advisors LLC
UNCHANGED1,6001,60000%$527.9K$525.6K-$2.3K2026-10-16
Financial Management Professionals, Inc.
DECREASED1,5992,003-404-20%$868.5K$525.8K-$342.7K2026-10-23
KFG Wealth Management, LLC
DECREASED1,5991,796-197-11%$778.5K$525.4K-$253.1K2026-10-16
Gallacher Capital Management LLC
DECREASED1,5912,826-1,235-44%$1.2M$522.8K-$702.0K2026-10-30
Arrien Investments, Inc.
DECREASED1,5871,615-28-2%$699.8K$521.3K-$178.5K2026-10-30
Creative Financial Designs Inc
DECREASED1,5861,587-10%$687.9K$521.1K-$166.8K2026-11-04
Aletheian Wealth Advisors LLC
DECREASED1,5731,596-23-1%$691.6K$516.7K-$174.8K2026-10-08
Family Capital Management, Inc.
DECREASED1,5721,621-49-3%$702.4K$516.4K-$186.0K2026-11-03
Summit Securities Group LLC
NEW1,562—+1,562——$513.1K—2026-11-05
Archer Investment Corp
DECREASED1,5612,644-1,083-41%$1.1M$512.8K-$632.9K2026-11-05
David J Yvars Group
DECREASED1,5552,090-535-26%$905.7K$510.9K-$394.8K2026-10-09
Opal Wealth Advisors, LLC
INCREASED1,552585+967+165%$253.5K$509.8K+$256.3K2026-10-16
Connecticut Wealth Management, LLC
UNCHANGED1,5491,54900%$671.2K$508.9K-$162.3K2026-10-13
Commonwealth Financial Services, LLC
DECREASED1,5451,782-237-13%$772.3K$507.6K-$264.7K2026-10-20
GSG Advisors LLC
INCREASED1,5451,460+85+6%$632.7K$507.5K-$125.1K2026-11-03
Gilpin Wealth Management, LLC
DECREASED1,5451,554-9-1%$673.4K$507.5K-$165.8K2026-10-09
Onyx Bridge Wealth Group LLC
INCREASED1,544734+810+110%$317.9K$507.2K+$189.3K2026-10-16
General Partner, Inc.
DECREASED1,5401,565-25-2%$678.2K$505.9K-$172.3K2026-10-05
Beacon Financial Advisory LLC
INCREASED1,5341,379+155+11%$597.4K$503.8K-$93.5K2026-10-16
New Covenant Trust Company, N.A.
INCREASED1,5321,410+122+9%$611.0K$503.3K-$107.7K2026-10-08
Bison Wealth, LLC
INCREASED1,5311,248+283+23%$437.2K$473.8K+$36.6K2026-10-13
Schneider Downs Wealth Management Advisors, LP
INCREASED1,5281,244+284+23%$539.1K$502.0K-$37.1K2026-10-27
Optivise Advisory Services LLC
INCREASED1,5281,476+52+4%$639.7K$502.1K-$137.6K2026-10-19
DMC Group, LLC
DECREASED1,5271,780-253-14%$771.3K$501.6K-$269.7K2026-10-26
Collaborative Fund Advisors, LLC
DECREASED1,5182,067-549-27%$895.7K$498.7K-$397.0K2026-11-02
Ring Mountain Capital, LLC
INCREASED1,5141,273+241+19%$551.6K$497.3K-$54.3K2026-10-13
Capital Asset Advisory Services LLC
DECREASED1,5112,044-533-26%$885.6K$347.6K-$537.9K2026-10-30
Pflug Koory, LLC
UNCHANGED1,5051,50500%$652.2K$494.4K-$157.8K2026-10-26
Worth Financial Advisory Group, LLC
INCREASED1,5041,462+42+3%$633.5K$494.0K-$139.6K2026-10-19
Wolff Wiese Magana LLC
DECREASED1,5041,524-20-1%$660.4K$494.1K-$166.3K2026-10-15
Ballast, Inc.
UNCHANGED1,5041,50400%$651.7K$494.1K-$157.6K2026-10-20
Northwest Wealth Management, LLC
INCREASED1,5021,358+144+11%$588.5K$493.4K-$95.0K2026-10-30
Focus Financial Network, Inc.
INCREASED1,5011,275+226+18%$552.5K$493.1K-$59.4K2026-10-14
XY Planning Network, Inc.
INCREASED1,5001,424+76+5%$617.2K$492.8K-$124.3K2026-10-14
ProCore Advisors, LLC
DECREASED1,5001,546-46-3%$670.1K$492.8K-$177.4K2026-10-14
Forbes J M & Co LLP
UNCHANGED1,4961,49600%$648.3K$491.5K-$156.8K2026-10-16
Winter & Associates, Inc.
DECREASED1,4901,516-26-2%$656.9K$392.5K-$264.4K2026-10-23
Galvin, Gaustad & Stein, LLC
INCREASED1,4891,163+326+28%$504.1K$489.2K-$14.8K2026-10-08
SilverOak Wealth Management LLC
UNCHANGED1,4721,47200%$637.9K$483.6K-$154.3K2026-10-29
Carter Financial Group, Inc.
INCREASED1,4651,431+34+2%$620.5K$481.8K-$138.7K2026-10-21
Tanager Wealth Management LLP
INCREASED1,4641,232+232+19%$533.9K$481.0K-$52.9K2026-10-19
Bdfs Capital LLC
INCREASED1,4601,384+76+5%$600.0K$479.6K-$120.4K2026-10-14
Adell Harriman & Carpenter Inc
INCREASED1,4461,410+36+3%$611.0K$475.0K-$136.0K2026-11-02
SJS Investment Consulting Inc.
DECREASED1,4401,754-314-18%$759.9K$472.9K-$286.9K2026-10-26
Woodley Farra Manion Portfolio Management Inc
INCREASED1,4391,434+5+0%$621.8K$473.2K-$148.6K2026-11-05
Foronjy Financial LLC
DECREASED1,4371,539-102-7%$667.1K$472.1K-$194.9K2026-10-14
Sterling Financial Planning, Inc.
UNCHANGED1,4351,43500%$621.8K$471.4K-$150.4K2026-10-28
Latitude Advisors, LLC
DECREASED1,4331,601-168-10%$693.8K$470.8K-$223.0K2026-10-27
Aafmaa Wealth Management & Trust LLC
INCREASED1,4301,411+19+1%$611.4K$469.8K-$141.7K2026-10-14
Wagner Wealth Management, LLC
DECREASED1,4301,442-12-1%$624.9K$469.8K-$155.1K2026-10-21
Breakwater Capital Group
INCREASED1,4261,416+10+1%$613.6K$468.5K-$145.1K2026-10-09
Blue Zone Wealth Advisors, LLC
INCREASED1,4251,370+55+4%$593.7K$468.1K-$125.5K2026-10-19
LightSquare Wealth Management, LLC
UNCHANGED1,4221,42200%$616.2K$467.1K-$149.1K2026-11-03
Insight Advisors, LLC/ PA
DECREASED1,4051,430-25-2%$619.8K$461.7K-$158.2K2026-10-22
Harbor Investment Advisory, LLC
INCREASED1,404328+1,076+328%$142.1K$461.2K+$319.1K2026-10-13
Roberts Wealth Advisors, LLC
UNCHANGED1,4011,40100%$607.1K$460.2K-$146.9K2026-10-14
PMG Family Office LLC
INCREASED1,3961,389+7+1%$602.3K$459.1K-$143.2K2026-10-19
1900 Wealth Management LLC
INCREASED1,392861+531+62%$373.1K$457.3K+$84.2K2026-10-13
PUREfi Wealth, LLC
INCREASED1,3911,309+82+6%$567.2K$457.0K-$110.3K2026-10-19
Dynamic Wealth Strategies, LLC
DECREASED1,3841,393-9-1%$603.6K$454.7K-$149.0K2026-10-16
Rossby Financial, LCC
INCREASED1,3841,381+3+0%$598.4K$454.7K-$143.8K2026-11-05
Grandview Asset Management LLC
INCREASED1,3811,063+318+30%$477.9K$453.5K-$24.4K2026-10-19
Verity & Verity, LLC
UNCHANGED1,3751,37500%$595.8K$451.7K-$144.1K2026-10-23
Jmac Enterprises LLC
UNCHANGED1,3721,37200%$594.5K$450.7K-$143.8K2026-10-30
RVW Wealth, LLC
INCREASED1,3651,340+25+2%$580.7K$448.4K-$132.2K2026-10-06
Invested Advisors
DECREASED1,3641,406-42-3%$609.3K$448.1K-$161.2K2026-10-23
Sage Rhino Capital LLC
INCREASED1,3541,352+2+0%$585.9K$444.8K-$141.1K2026-10-28
Sutton Place Investors LLC
INCREASED1,3451,319+26+2%$571.6K$441.8K-$129.7K2026-10-20
Motive Wealth Advisors
DECREASED1,3401,499-159-11%$649.6K$440.2K-$209.4K2026-10-26
Atticus Wealth Management, LLC
INCREASED1,3351,225+110+9%$530.6K$438.7K-$91.9K2026-10-20
Fulcrum Equity Management
DECREASED1,3331,681-348-21%$728.5K$437.9K-$290.5K2026-10-21
Momentous Wealth Management, Inc.
INCREASED1,3241,092+232+21%$473.2K$434.9K-$38.2K2026-10-21
Equitable Trust Co
DECREASED1,3191,378-59-4%$597.1K$433.3K-$163.8K2026-10-13
Atwater Malick LLC
INCREASED1,3181,208+110+9%$523.5K$433.0K-$90.5K2026-10-15
Stonehaven Wealth & TAX Solutions, LLC
DECREASED1,3141,816-502-28%$786.9K$431.7K-$355.3K2026-10-22
Occidental Asset Management, LLC
INCREASED1,313661+652+99%$286.6K$431.5K+$144.9K2026-11-05
Winthrop Advisory Group LLC
DECREASED1,3121,352-40-3%$586.2K$431.4K-$154.7K2026-10-22
Obermeyer Wealth Partners
DECREASED1,3031,566-263-17%$678.6K$428.0K-$250.5K2026-10-21
Mid-American Wealth Advisory Group, Inc.
INCREASED1,302904+398+44%$391.7K$427.7K+$36.0K2026-10-21
South Shore Capital Advisors
DECREASED1,3021,322-20-2%$572.9K$427.7K-$145.1K2026-10-20
Compass Wealth Management LLC
DECREASED1,3001,410-110-8%$611.0K$427.1K-$183.9K2026-10-22
Integrity Advisory Solutions, LLC
DECREASED1,3001,302-20%$564.6K$427.4K-$137.2K2026-10-29
Isthmus Partners, LLC
UNCHANGED1,3001,30000%$563.3K$427.1K-$136.3K2026-10-21
Certified Advisory Corp
UNCHANGED1,2981,29800%$562.4K$426.2K-$136.1K2026-10-29
Titleist Asset Management, LLC
INCREASED1,2961,074+222+21%$465.3K$425.7K-$39.6K2026-10-08
Ellis Investment Partners, LLC
INCREASED1,2941,276+18+1%$553.0K$425.3K-$127.7K2026-10-21
AMG National Trust Bank
DECREASED1,2901,526-236-15%$661.3K$423.8K-$237.5K2026-11-05
Endowment Wealth Management, Inc.
NEW1,286—+1,286——$422.5K—2026-11-03
Greenfield Savings Bank
INCREASED1,286969+317+33%$419.9K$422.5K+$2.6K2026-10-07
Live Oak Private Wealth LLC
INCREASED1,2851,250+35+3%$541.7K$422.1K-$119.5K2026-11-02
Frederick Financial Consultants, LLC
DECREASED1,2821,348-66-5%$584.0K$421.0K-$162.9K2026-10-29
Ninety One SA (PTY) Ltd
DECREASED1,2813,525-2,244-64%$1.5M$417.5K-$1.1M2026-10-15
Family Wealth Partners, LLC
INCREASED1,2781,188+90+8%$514.8K$419.8K-$95.0K2026-10-20
Fortitude Family Office, LLC
INCREASED1,2781,212+66+5%$525.2K$419.8K-$105.4K2026-10-14
Gerber Kawasaki Wealth & Investment Management
INCREASED1,277515+762+148%$223.2K$419.7K+$196.5K2026-10-29
Kaufman Rossin Wealth, LLC
INCREASED1,277992+285+29%$350.2K$419.3K+$69.2K2026-10-19
Exchange Bank
DECREASED1,2721,372-100-7%$594.5K$417.9K-$176.7K2026-10-07
SoundView Advisors Inc.
DECREASED1,2691,276-7-1%$552.0K$416.0K-$136.0K2026-11-04
Verum Partners LLC
INCREASED1,264837+427+51%$362.8K$415.3K+$52.5K2026-10-21
St. Louis Financial Planners Asset Management, LLC
DECREASED1,25812,368-11,110-90%$4.3M$340.7K-$4.0M2026-10-16
Teamwork Financial Advisors, LLC
INCREASED1,255855+400+47%$370.5K$412.3K+$41.8K2026-10-19
Allegiance Financial Group Advisory Services LLC
INCREASED1,2511,116+135+12%$483.9K$411.4K-$72.6K2026-11-02
Builder Investment Group Inc
DECREASED1,2481,400-152-11%$606.7K$410.0K-$196.7K2026-10-22
Vicus Capital
DECREASED1,2451,844-599-32%$799.0K$409.1K-$389.9K2026-11-05
Reynders McVeigh Capital Management, LLC
DECREASED1,2431,324-81-6%$574.0K$408.5K-$165.5K2026-10-30
Union Savings Bank
DECREASED1,2421,302-60-5%$564.2K$408.0K-$156.2K2026-10-14
Patten & Patten Inc
DECREASED1,2391,240-10%$537.3K$407.0K-$130.3K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED1,2381,083+155+14%$469.4K$406.7K-$62.7K2026-11-04
Avaii Wealth Management, LLC
DECREASED1,2381,286-48-4%$557.1K$430.2K-$126.9K2026-10-09
Willow Creek Wealth Management Inc.
NEW1,233—+1,233——$405.1K—2026-10-26
Elevated Financial Group LLC
INCREASED1,2331,223+10+1%$530.0K$405.1K-$124.9K2026-10-16
Burton Enright Welch
NEW1,232—+1,232——$404.7K—2026-11-04
marrick wealth, LLC
INCREASED1,2321,227+5+0%$531.7K$404.8K-$126.9K2026-10-20
Thrive Capital Management, LLC
INCREASED1,2301,087+143+13%$470.9K$404.0K-$66.9K2026-10-28
Davidson Trust Co
UNCHANGED1,2251,22500%$530.8K$402.4K-$128.4K2026-10-09
Signature Equity Partners, LLC
INCREASED1,2171,000+217+22%$433.4K$399.8K-$33.6K2026-10-29
Axxion S.A.
INCREASED1,210310+900+290%$134.3K$397.5K+$263.2K2026-10-22
Toth Financial Advisory Corp
INCREASED1,2101,179+31+3%$510.9K$397.5K-$113.4K2026-10-08
Crown Wealth Group, LLC
INCREASED1,2041,044+160+15%$452.4K$395.5K-$56.9K2026-10-19
Allegheny Financial Group
DECREASED1,2021,226-24-2%$531.6K$395.1K-$136.4K2026-11-05
OceanIQ Capital, LLC
NEW1,199—+1,199——$361.0K—2026-10-19
Rosenberg Matthew Hamilton
INCREASED1,198939+259+28%$406.9K$393.6K-$13.3K2026-10-05
City Center Advisors, LLC
DECREASED1,1951,761-566-32%$763.1K$392.6K-$370.5K2026-10-08
Community Financial Services Group, LLC
DECREASED1,1941,325-131-10%$518.4K$406.1K-$112.3K2026-10-15
Carrera Capital Advisors
DECREASED1,1881,299-111-9%$563.4K$390.8K-$172.6K2026-11-03
United Community Bank
INCREASED1,187966+221+23%$418.6K$389.9K-$28.7K2026-10-28
BetterWealth, LLC
UNCHANGED1,1831,18300%$512.8K$388.8K-$124.1K2026-10-15
Diligent Investors, LLC
INCREASED1,1811,086+95+9%$470.5K$387.9K-$82.6K2026-10-21
William John Sempolinski
DECREASED1,1801,480-300-20%$641.3K$387.6K-$253.7K2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED1,1751,893-718-38%$820.4K$386.0K-$434.4K2026-11-04
Wealth Effects LLC
DECREASED1,1731,325-152-11%$574.2K$385.2K-$189.0K2026-10-23
First Financial Group Corp
UNCHANGED1,1721,17200%$508.1K$385.2K-$122.9K2026-10-22
Allen Mooney & Barnes Investment Advisors LLC
INCREASED1,1711,152+19+2%$499.4K$384.6K-$114.8K2026-10-08
Flagship Harbor Advisors, LLC
INCREASED1,1531,051+102+10%$455.4K$378.9K-$76.6K2026-10-26
Barings LLC
UNCHANGED1,1461,14600%$496.6K$376.5K-$120.1K2026-10-22
Cottage Street Advisors LLC
DECREASED1,1411,225-84-7%$531.0K$374.9K-$156.0K2026-10-19
Bell Bank
INCREASED1,1411,068+73+7%$462.8K$374.8K-$88.0K2026-10-21
Founders Grove Wealth Partners, LLC
DECREASED1,1411,177-36-3%$510.0K$374.8K-$135.2K2026-10-16
Beacon Capital Management, LLC
INCREASED1,140982+158+16%$425.5K$374.5K-$51.0K2026-10-23
Yoder Wealth Management, Inc.
INCREASED1,1391,129+10+1%$489.2K$374.2K-$115.1K2026-10-13
Andina Capital Management, LLC
INCREASED1,1381,123+15+1%$486.6K$373.8K-$112.8K2026-10-21
J. Derek Lewis & Associates Inc.
DECREASED1,1281,393-265-19%$603.5K$370.7K-$232.8K2026-11-03
Clark Asset Management, LLC
INCREASED1,1261,122+4+0%$486.2K$369.9K-$116.3K2026-10-19
CFC Planning Co LLC
DECREASED1,1231,182-59-5%$512.2K$369.3K-$142.9K2026-10-28
KFA Private Wealth Group, LLC
DECREASED1,1221,451-329-23%$628.9K$368.6K-$260.3K2026-10-07
Jm2 Capital Inc.
INCREASED1,1201,089+31+3%$471.9K$367.9K-$104.0K2026-10-14
Capstone Wealth Management, LLC
INCREASED1,117733+384+52%$317.6K$366.9K+$49.3K2026-11-02
Financial Enhancement Group LLC
INCREASED1,1171,070+47+4%$463.7K$368.1K-$95.6K2026-10-08
Collective Family Office LLC
DECREASED1,1151,299-184-14%$562.9K$366.3K-$196.6K2026-10-05
Gibraltar Capital Management, Inc.
INCREASED1,1141,050+64+6%$455.1K$366.0K-$89.1K2026-10-27
D.B. Root & Company, LLC
DECREASED1,1071,242-135-11%$538.2K$363.7K-$174.5K2026-11-04
Paragon Private Wealth Management, LLC
DECREASED1,1032,719-1,616-59%$1.2M$362.4K-$816.0K2026-10-20
AM Investment Strategies LLC
NEW1,102—+1,102——$362.0K—2026-11-05
Wesbanco Bank Inc
DECREASED1,0913,036-1,945-64%$1.3M$358.4K-$957.2K2026-11-04
Jeppson Wealth Management, LLC
DECREASED1,0911,096-50%$474.9K$358.4K-$116.5K2026-10-20
Covenant Asset Management, LLC
DECREASED1,0901,350-260-19%$585.0K$358.1K-$226.9K2026-10-14
Redhawk Wealth Advisors, Inc.
DECREASED1,0888,555-7,467-87%$3.7M$357.4K-$3.3M2026-10-14
Warwick Investment Management, Inc.
INCREASED1,0881,063+25+2%$460.6K$357.4K-$103.2K2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED1,0851,095-10-1%$474.5K$356.4K-$118.1K2026-10-29
Centerpoint Advisors, LLC
INCREASED1,0811,080+1+0%$468.0K$355.0K-$113.0K2026-11-05
Nicholas Hoffman & Company, Llc.
DECREASED1,0801,320-240-18%$572.0K$354.8K-$217.2K2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED1,0771,094-17-2%$474.1K$353.8K-$120.3K2026-10-13
ROI Financial Advisors, LLC
INCREASED1,075580+495+85%$248.8K$353.1K+$104.4K2026-10-19
TFB Advisors LLC
INCREASED1,074666+408+61%$288.6K$352.8K+$64.2K2026-11-02
Waldron Private Wealth LLC
DECREASED1,0641,181-117-10%$511.8K$349.9K-$161.9K2026-11-02
Asset One Wealth Management LLC
DECREASED1,0621,595-533-33%$535.1K$349.0K-$186.1K2026-11-02
Synergy Asset Management, LLC
DECREASED1,05738,091-37,034-97%$16.5M$347.2K-$16.2M2026-11-05
Financial Solutions Advisory Group, Inc.
INCREASED1,0551,050+5+0%$370.8K$278.5K-$92.4K2026-10-28
AGH Wealth Advisors, LLC
DECREASED1,0541,225-171-14%$530.8K$346.3K-$184.6K2026-10-26
Verde Capital Management
DECREASED1,0521,061-9-1%$459.8K$345.9K-$113.9K2026-10-28
LifeSteps Financial, Inc.
DECREASED1,0481,131-83-7%$490.1K$344.2K-$145.9K2026-10-15
Washington Trust Co
DECREASED1,0461,060-14-1%$459.3K$343.6K-$115.7K2026-10-22
Puff Wealth Management, LLC
INCREASED1,040858+182+21%$371.8K$341.8K-$30.0K2026-10-07
Financial Partners Group, Inc
INCREASED1,0391,038+1+0%$450.0K$341.3K-$108.7K2026-10-19
Salvus Wealth Management, LLC
DECREASED1,0321,095-63-6%$474.5K$339.0K-$135.5K2026-10-13
Navigate Wealth Management, LLC
INCREASED1,0311,030+1+0%$322.7K$328.7K+$6.0K2026-10-14
Richards, Merrill & Peterson, Inc.
UNCHANGED1,0301,03000%$446.3K$338.4K-$108.0K2026-10-19
Stevens Capital Partners
INCREASED1,029687+342+50%$297.7K$338.1K+$40.4K2026-10-29
Mindset Wealth Management, LLC
UNCHANGED1,0271,02700%$445.1K$337.5K-$107.5K2026-10-19
Physician Wealth Advisors, Inc.
INCREASED1,0261,013+13+1%$438.8K$336.9K-$101.9K2026-10-20
Stablepoint Partners, LLC
UNCHANGED1,0221,02200%$442.9K$335.7K-$107.1K2026-11-03
Tenzing Financial LLC
INCREASED1,0201,018+2+0%$356.5K$277.7K-$78.9K2026-11-03
Essential Planning, Llc.
UNCHANGED1,0201,02000%$442.0K$335.1K-$106.9K2026-10-21
Mainsail Asset Management, LLC
DECREASED1,0191,234-215-17%$386.5K$340.1K-$46.4K2026-10-14
Summit Asset Management, LLC
INCREASED1,019980+39+4%$424.7K$334.8K-$89.9K2026-11-05
J. Team Financial, Inc.
DECREASED1,0181,037-19-2%$449.5K$334.4K-$115.1K2026-11-03
DB&C Advisors, LLC
INCREASED1,0181,017+1+0%$440.8K$334.5K-$106.4K2026-10-26
Argentarii, LLC
INCREASED1,015973+42+4%$303.0K$333.5K+$30.4K2026-10-28
Nautilus Advisors LLC
DECREASED1,0131,123-110-10%$393.6K$332.8K-$60.8K2026-10-07
Cherrydale Wealth Management, LLC
DECREASED1,0081,009-10%$437.2K$331.1K-$106.1K2026-10-20
Madson Wealth Advisors Inc
UNCHANGED1,0081,00800%$436.8K$331.1K-$105.7K2026-10-13
Berman McAleer LLC
DECREASED1,0051,008-30%$436.7K$330.1K-$106.6K2026-10-16
Twelve Points Wealth Management LLC
DECREASED1,0001,185-185-16%$513.5K$239.1K-$274.4K2026-11-03
Compass Wealth Management, LLC
UNCHANGED1,0001,00000%$433.3K$328.5K-$104.8K2026-10-30
KTF Investments, LLC
UNCHANGED1,0001,00000%$433.3K$328.5K-$104.8K2026-10-23
Valley Forge Investment Consultants Inc ADV
UNCHANGED1,0001,00000%$433.3K$328.5K-$104.8K2026-11-03
University of Texas S AM Investment Management Co
DECREASED9992,425-1,426-59%$1.1M$328.2K-$722.6K2026-11-03
Market Street Wealth Management Advisors LLC
INCREASED998936+62+7%$405.6K$327.9K-$77.7K2026-10-09
DeDora Capital, Inc.
DECREASED9973,148-2,151-68%$1.4M$327.5K-$1.0M2026-10-26
JFS Wealth Advisors, LLC
DECREASED9961,019-23-2%$441.7K$327.2K-$114.4K2026-11-03
Langley Wealth Management, LLC
DECREASED9931,075-82-8%$465.8K$326.3K-$139.5K2026-11-04
Foguth Wealth Management, Llc.
INCREASED992951+41+4%$291.8K$261.9K-$29.9K2026-10-19
S.A. Mason LLC
INCREASED984936+48+5%$405.6K$323.3K-$82.3K2026-10-13
Embree Financial Group
DECREASED9831,028-45-4%$445.5K$322.9K-$122.5K2026-10-22
Hartline Investment Corp/
UNCHANGED97597500%$422.5K$320.3K-$102.2K2026-10-29
Aviso Wealth Management
INCREASED973758+215+28%$328.5K$319.6K-$8.8K2026-11-04
Advisor Resource Council
INCREASED972961+11+1%$336.5K$336.1K-$4132026-11-05
Mosley Wealth Management
DECREASED9661,002-36-4%$434.4K$268.1K-$166.2K2026-10-16
LifeWealth Investments, LLC
DECREASED9651,269-304-24%$549.9K$317.1K-$232.8K2026-10-21
Armstrong Advisory Group, Inc
INCREASED965954+11+1%$413.4K$317.0K-$96.4K2026-10-09
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED9636,540-5,577-85%$2.8M$316.4K-$2.5M2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9622,902-1,940-67%$1.3M$316.0K-$941.5K2026-10-14
LifePlan Financial, LLC
DECREASED9591,144-185-16%$495.7K$307.4K-$188.3K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED958749+209+28%$324.6K$314.7K-$9.9K2026-10-13
Innova Wealth Partners
UNCHANGED95895800%$415.1K$314.7K-$100.4K2026-10-21
Kennebec Savings Bank
INCREASED956128+828+647%$55.5K$314.1K+$258.6K2026-10-22
Evexia Wealth LLC
DECREASED947963-16-2%$283.9K$224.9K-$59.0K2026-11-05
Benin Management Corp
UNCHANGED94594500%$409.5K$310.4K-$99.1K2026-10-22
Invenio Wealth Partners LLC
DECREASED944960-16-2%$416.0K$310.1K-$105.9K2026-10-20
Stone Wealth Partners
DECREASED9424,137-3,195-77%$1.8M$307.3K-$1.5M2026-11-05
Biltmore Wealth Management, LLC
INCREASED941940+1+0%$407.4K$309.1K-$98.3K2026-10-09
DT Investment Partners, LLC
UNCHANGED94094000%$407.3K$308.8K-$98.5K2026-10-27
Beverly Hills Private Wealth, LLC
INCREASED935713+222+31%$309.0K$307.2K-$1.8K2026-11-04
Tenet Wealth Partners, LLC
INCREASED932920+12+1%$268.3K$306.2K+$37.9K2026-10-19
Kozak & Associates, Inc.
INCREASED932930+2+0%$363.9K$236.6K-$127.4K2026-10-29
Phillips Financial Management, LLC
DECREASED9311,001-70-7%$433.8K$305.8K-$127.9K2026-10-19
DecisionMap Wealth Management, LLC
INCREASED931893+38+4%$387.0K$305.8K-$81.1K2026-10-29
Peoples Bank
UNCHANGED93193100%$403.4K$305.8K-$97.6K2026-10-26
Philadelphia Trust Co
UNCHANGED93093000%$403.0K$306.0K-$97.0K2026-11-05
Lakeshore Capital Group, Inc.
INCREASED928915+13+1%$396.6K$305.0K-$91.6K2026-10-20
Advisory Advocates, LLC
DECREASED925937-12-1%$406.0K$303.7K-$102.3K2026-11-05
Hill Island Financial LLC
DECREASED924954-30-3%$413.4K$303.5K-$109.9K2026-10-20
Davidson Investment Advisors
UNCHANGED92492400%$400.4K$303.5K-$96.9K2026-10-20
Bay Harbor Wealth Management, LLC
DECREASED917998-81-8%$432.5K$301.5K-$130.9K2026-11-03
Guardian Financial Partners, LLC
INCREASED912911+1+0%$394.9K$299.6K-$95.3K2026-11-04
Revisor Wealth Management LLC
INCREASED911692+219+32%$300.0K$253.3K-$46.7K2026-10-20
Independence Bank of Kentucky
INCREASED910885+25+3%$383.5K$298.9K-$84.6K2026-10-26
Ascent Wealth Partners, LLC
UNCHANGED91091000%$394.3K$298.9K-$95.4K2026-10-23
Costello Asset Management, Inc
UNCHANGED91091000%$394.3K$298.9K-$95.4K2026-10-30
Able Financial Group, LLC
DECREASED902960-58-6%$416.0K$296.3K-$119.7K2026-10-14
Stewardship Advisors, LLC
INCREASED901758+143+19%$328.5K$296.0K-$32.5K2026-10-20
Leslie Global Wealth, LLC
DECREASED899976-77-8%$422.9K$295.3K-$127.6K2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED895940-45-5%$407.3K$294.0K-$113.3K2026-10-23
Emprise Bank
UNCHANGED89089000%$385.7K$292.4K-$93.3K2026-10-07
Malaga Cove Capital, LLC
UNCHANGED88588500%$383.5K$290.7K-$92.8K2026-10-23
Luts & Greenleigh Group, Inc.
DECREASED882887-5-1%$384.2K$289.6K-$94.6K2026-11-05
Waystone Advisors LLC
DECREASED880887-7-1%$384.4K$381.3K-$3.0K2026-10-16
Rise Advisors, LLC
INCREASED873779+94+12%$337.5K$286.7K-$50.8K2026-10-16
Unique Wealth, LLC
INCREASED872591+281+48%$256.1K$286.5K+$30.4K2026-10-16
E6 Portfolios, LLC
DECREASED872876-40%$379.8K$286.6K-$93.2K2026-10-26
Bright Futures Wealth Management, Llc.
INCREASED868863+5+1%$374.0K$285.3K-$88.7K2026-10-23
1620 Investment Advisors, Inc.
INCREASED866491+375+76%$212.8K$284.3K+$71.6K2026-11-04
Hidden Cove Wealth Management, LLC
DECREASED866924-58-6%$400.4K$284.5K-$115.9K2026-10-19
Cordoba Advisory Partners LLC
DECREASED864871-7-1%$377.7K$284.1K-$93.5K2026-10-19
J.M. Arbour, LLC
INCREASED863825+38+5%$357.5K$283.5K-$74.0K2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED862534+328+61%$231.3K$283.3K+$52.1K2026-10-14
Key FInancial Inc
UNCHANGED86086000%$372.7K$282.5K-$90.1K2026-11-02
Omnitrust Wealth Management, Inc
NEW858—+858——$281.9K—2026-11-02
Park Capital Management, LLC / WI
DECREASED8586,027-5,169-86%$2.6M$281.8K-$2.3M2026-10-13
Intergy Private Wealth, LLC
DECREASED857900-43-5%$390.0K$281.5K-$108.5K2026-10-16
Principle Wealth Partners LLC
DECREASED855900-45-5%$390.2K$281.0K-$109.2K2026-11-02
Abound Wealth Management
INCREASED852780+72+9%$338.0K$279.9K-$58.1K2026-10-26
Birch Financial Group, LLC
NEW851—+851——$279.6K—2026-10-27
F&V Capital Management, LLC
UNCHANGED85085000%$368.0K$279-$367.7K2026-10-19
Montz Harcus Wealth Management LLC
DECREASED846939-93-10%$406.9K$277.8K-$129.1K2026-10-09
Mayfair Advisory Group, LLC
DECREASED846875-29-3%$267.1K$277.9K+$10.9K2026-10-20
RBA Wealth Management, LLC
NEW845—+845——$277.6K—2026-10-28
Realta Investment Advisors
DECREASED844862-18-2%$373.6K$277.3K-$96.3K2026-10-14
RHS Financial, LLC
NEW842—+842——$276.6K—2026-10-13
Kohmann Bosshard Financial Services, LLC
DECREASED841851-10-1%$368.9K$276.1K-$92.8K2026-11-04
CenterStar Asset Management, LLC
NEW840—+840——$276.7K—2026-10-09
Provident Investment Management, Inc.
UNCHANGED84084000%$364.0K$275.9K-$88.0K2026-10-23
North Capital, Inc.
DECREASED835922-87-9%$399.5K$251.4K-$148.1K2026-10-16
Ledyard National Bank
INCREASED828755+73+10%$327.2K$272.0K-$55.2K2026-10-21
August Group Capital Ltd
DECREASED826844-18-2%$365.3K$271.0K-$94.3K2026-10-14
Reyes Financial Architecture, Inc.
DECREASED8251,037-212-20%$449.4K$271.0K-$178.3K2026-10-22
Turning Point Benefit Group, Inc.
DECREASED825913-88-10%$391.3K$280.6K-$110.8K2026-10-28
Lynx Capital Group LTD
UNCHANGED82382300%$356.6K$270.4K-$86.3K2026-11-04
City State Bank
INCREASED820680+140+21%$294.7K$269.4K-$25.3K2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED82082000%$355.3K$269.4K-$86.0K2026-10-20
Ascentis Wealth Management, LLC
INCREASED817695+122+18%$301.1K$268.4K-$32.8K2026-11-03
Welch & Forbes LLC
UNCHANGED81781700%$354.0K$268.4K-$85.6K2026-11-04
Alchemi Wealth, LLC
DECREASED813839-26-3%$363.6K$267.1K-$96.6K2026-11-04
Holos Integrated Wealth LLC
UNCHANGED81081000%$264.2K$220.5K-$43.7K2026-10-23
Haven Private, LLC
INCREASED805790+15+2%$342.3K$264.5K-$77.9K2026-10-27
Echo45 Advisors LLC
INCREASED803783+20+3%$339.3K$263.8K-$75.5K2026-10-07
TFC Financial Management, Inc.
INCREASED801493+308+62%$213.6K$263.1K+$49.5K2026-10-26
Global Trust Wealth Management LLC
DECREASED800805-5-1%$348.8K$262.8K-$86.0K2026-10-14
Dudley Capital Management, LLC
UNCHANGED80080000%$346.7K$262.8K-$83.9K2026-10-23
A4 Wealth Advisors LLC
DECREASED799811-12-1%$351.4K$262.5K-$89.0K2026-10-20
Augustine Asset Management Inc
INCREASED797466+331+71%$201.9K$261.8K+$59.9K2026-10-13
Crescent Sterling, Ltd.
NEW795—+795——$261.2K—2026-10-16
MN Wealth Advisors, LLC
DECREASED788864-76-9%$374.7K$258.9K-$115.9K2026-10-23
JGP Global Gestao de Recursos Ltda.
NEW787—+787——$258.5K—2026-10-16
AMI Investment Management Inc
NEW787—+787——$258.5K—2026-10-27
Bingham Private Wealth, LLC
INCREASED784592+192+32%$256.7K$257.6K+$8792026-11-05
First Interstate Bank
DECREASED780805-25-3%$348.8K$256.2K-$92.6K2026-10-23
Detalus Advisors, LLC
UNCHANGED78078000%$338.1K$256.4K-$81.8K2026-10-15
Semus Wealth Partners LLC
DECREASED776820-44-5%$355.2K$254.8K-$100.3K2026-10-22
Ashurst Perkins Coie Trust Co
INCREASED771750+21+3%$325.0K$253.3K-$71.7K2026-10-15
San Luis Wealth Advisors LLC
DECREASED770805-35-4%$348.8K$253.0K-$95.9K2026-10-27
Landaas & Co
INCREASED770739+31+4%$320.2K$253.0K-$67.3K2026-10-29
Fonville Wealth Management LLC
INCREASED769701+68+10%$303.8K$252.6K-$51.1K2026-10-28
Accel Wealth Management
DECREASED769797-28-4%$345.4K$252.7K-$92.7K2026-10-13
Seamount Financial Group Inc
UNCHANGED76876800%$332.8K$252.3K-$80.5K2026-10-21
Sierra Ocean, LLC
DECREASED766841-75-9%$364.5K$251.7K-$112.8K2026-11-03
Signature Estate & Investment Advisors LLC
DECREASED760764-4-1%$331.1K$249.5K-$81.6K2026-10-13
Grange Capital, LLC
INCREASED760759+1+0%$329.1K$249.7K-$79.4K2026-10-20
Washington Trust Advisors, Inc.
INCREASED759650+109+17%$281.7K$249.3K-$32.3K2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
NEW758—+758——$249.0K—2026-10-28
Balance Wealth Partners LLC
DECREASED756799-43-5%$346.1K$248.3K-$97.8K2026-10-27
Eagle Bay Advisors LLC
INCREASED752668+84+13%$289.7K$247.4K-$42.4K2026-10-16
Crumly & Associates Inc.
NEW747—+747——$245.4K—2026-10-07
Global Strategic Investment Solutions, LLC
INCREASED747722+25+3%$312.9K$245.4K-$67.5K2026-10-16
Veery Capital, LLC
DECREASED746755-9-1%$327.2K$245.1K-$82.1K2026-10-07
James Hambro & Partners LLP
DECREASED7411,119-378-34%$485.0K$243.5K-$241.5K2026-10-19
Manchester Financial Inc
DECREASED741885-144-16%$383.5K$243.3K-$140.2K2026-10-15
Veltria Advisors Corp.
UNCHANGED74074000%$320.7K$243.1K-$77.6K2026-11-05
Arthur M. Cohen & Associates, LLC
INCREASED735660+75+11%$286.0K$241.5K-$44.5K2026-10-26
Opinicus Capital, Inc.
INCREASED732557+175+31%$241.4K$240.6K-$7762026-10-28
Bluedoor Private Wealth, LLC
UNCHANGED73273200%$317.2K$240.5K-$76.7K2026-11-05
Instrumental Wealth, LLC
INCREASED728684+44+6%$296.6K$239.1K-$57.5K2026-10-20
Wilkerson Advisory Group LLC
DECREASED721864-143-17%$374.4K$236.9K-$137.5K2026-10-20
Ironwood Financial, llc
DECREASED720735-15-2%$242.5K$236.5K-$6.0K2026-10-20
Blodgett Wealth Advisors, LLC
UNCHANGED72072000%$312.0K$236.5K-$75.5K2026-10-23
Seros Financial, LLC
UNCHANGED72072000%$312.0K$236.5K-$75.5K2026-10-21
Thompson Davis & Co., Inc.
UNCHANGED72072000%$312.0K$236.5K-$75.5K2026-11-05
Bellecapital International Ltd.
NEW719—+719——$236.2K—2026-10-21
Vilga Financial Planning LLC
INCREASED717677+40+6%$293.4K$235.5K-$57.8K2026-10-09
Conrad Siegel Investment Advisors, Inc.
INCREASED716705+11+2%$305.5K$235.2K-$70.3K2026-10-08
First United Bank & Trust
DECREASED716720-4-1%$312.0K$235.2K-$76.8K2026-10-22
Kitching Partners, LLC
INCREASED714516+198+38%$223.6K$234.6K+$11.0K2026-11-02
Horizon Wealth Management, LLC
INCREASED714713+1+0%$309.0K$234.4K-$74.6K2026-11-02
Chris Bulman Inc
INCREASED711695+16+2%$301.2K$233.6K-$67.6K2026-10-20
Greenwood Gearhart LLC
DECREASED707800-93-12%$346.7K$232.3K-$114.4K2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED706626+80+13%$271.2K$232.0K-$39.1K2026-11-02
Summit Place Financial Advisors, LLC
DECREASED705970-265-27%$420.3K$231.6K-$188.7K2026-10-23
Rainier Family Wealth Inc
INCREASED705646+59+9%$279.9K$231.6K-$48.3K2026-11-02
Capital Investment Counsel, LLC
UNCHANGED70570500%$305.5K$231.6K-$73.9K2026-10-14
Corps Capital Advisors, LLC
UNCHANGED70570500%$305.5K$231.6K-$73.9K2026-11-05
Rubicon Advisors, GP
DECREASED703713-10-1%$309.0K$230.9K-$78.0K2026-10-23
Investment Research & Advisory Group, Inc.
INCREASED703702+1+0%$320.8K$243.4K-$77.4K2026-10-19
Eiger Wealth Management, LLC
NEW701—+701——$230.3K—2026-11-03
Capstone Capital LLC
DECREASED701702-10%$304.2K$230.3K-$73.9K2026-10-14
Brandywine OAK Private Wealth LLC
UNCHANGED70070000%$303.3K$230.0K-$73.4K2026-10-23
Values Added Financial LLC
DECREASED699709-10-1%$307.2K$229.6K-$77.6K2026-10-28
Beese Fulmer Investment Management, Inc.
DECREASED6961,057-361-34%$458.2K$228.7K-$229.4K2026-10-23
Intrua Financial, LLC
DECREASED696818-122-15%$354.3K$228.6K-$125.7K2026-10-28
Wiser Wealth Management, Inc
INCREASED690614+76+12%$266.1K$226.7K-$39.4K2026-10-14
Kanawha Capital Management LLC
DECREASED689719-30-4%$311.6K$226.3K-$85.2K2026-10-19
Focused Wealth Management, Inc
INCREASED685543+142+26%$235.4K$224.9K-$10.5K2026-10-30
Heritage Wealth Management, Inc.
DECREASED684703-19-3%$304.6K$224.7K-$79.9K2026-10-27
ZWJ Investment Counsel Inc
DECREASED6791,764-1,085-62%$764.4K$223.1K-$541.3K2026-10-15
Amplius Wealth Advisors, LLC
INCREASED678576+102+18%$249.7K$222.8K-$26.9K2026-10-20
Summit Investment Advisors, Inc.\KS
INCREASED675655+20+3%$283.9K$221.9K-$62.0K2026-11-05
Lee Financial Co
UNCHANGED67267200%$291.2K$221.0K-$70.2K2026-10-16
Independent Wealth Network Inc.
DECREASED669680-11-2%$294.7K$219.8K-$74.9K2026-10-19
BXM Wealth LLC
NEW666—+666——$218.6K—2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED666711-45-6%$308.1K$218.8K-$89.3K2026-10-19
Lavelle Capital LP
UNCHANGED66666600%$288.6K$218.8K-$69.8K2026-11-03
ACT Advisors, Llc.
INCREASED664624+40+6%$270.2K$218.0K-$52.2K2026-10-15
Cascade Investment Group, Inc.
DECREASED663708-45-6%$306.8K$217.8K-$89.0K2026-10-13
Tilia Fiduciary Partners, Inc.
DECREASED662820-158-19%$355.3K$217.5K-$137.9K2026-10-09
Royal Harbor Partners, LLC
INCREASED661657+4+1%$284.7K$217.1K-$67.6K2026-10-29
LifeGoal Investments, LLC
NEW654—+654——$214.8K—2026-10-09
Heck Capital Advisors, LLC
NEW650—+650——$213.6K—2026-10-14
Bell Investment Advisors, Inc
DECREASED646651-5-1%$282.1K$212.2K-$69.9K2026-10-29
BNC Wealth Management, LLC
INCREASED643482+161+33%$208.9K$211.2K+$2.4K2026-10-19
Saxony Capital Management, LLC
INCREASED640613+27+4%$265.6K$210.4K-$55.3K2026-10-15
EnRich Financial Partners LLC
INCREASED640624+16+3%$270.4K$210.2K-$60.2K2026-10-21
Guardian Partners Inc.
UNCHANGED64064000%$277.3K$210.2K-$67.1K2026-10-21
Vivid Wealth Management, LLC
INCREASED637619+18+3%$268.3K$209.3K-$59.0K2026-10-27
HCR Wealth Advisors
NEW636—+636——$209.1K—2026-10-15
True Wealth Design, LLC
DECREASED636667-31-5%$289.0K$208.9K-$80.1K2026-10-13
PFW Advisors LLC
INCREASED635614+21+3%$266.1K$208.6K-$57.5K2026-10-07
Midwest Financial Group LLC
UNCHANGED63563500%$275.2K$208.6K-$66.6K2026-10-15
Souders Financial Advisors
DECREASED632701-69-10%$303.8K$207.6K-$96.2K2026-11-03
Brown Wealth Management, LLC
INCREASED632565+67+12%$244.8K$207.6K-$37.2K2026-10-20
Spectrum Advisors, Inc.
DECREASED631640-9-1%$277.3K$207.3K-$70.0K2026-11-03
Athena Wealth Management, LLC
UNCHANGED62762700%$271.5K$205.9K-$65.7K2026-10-09
MFA Wealth Advisors, LLC
INCREASED626621+5+1%$269.1K$205.6K-$63.5K2026-10-07
Sacks & Associates, LLC
NEW625—+625——$205.4K—2026-10-09
FF Advisors,LLC
UNCHANGED62462400%$270.4K$205.0K-$65.4K2026-10-21
Hennessy Advisors Inc
DECREASED6229,424-8,802-93%$4.1M$204.3K-$3.9M2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED622479+143+30%$207.6K$204.4K-$3.2K2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED62062000%$268.7K$203.7K-$65.0K2026-10-13
Baron Wealth Management LLC
INCREASED617601+16+3%$260.4K$202.7K-$57.7K2026-10-27
Summit Financial Wealth Advisors, LLC
DECREASED615645-30-5%$279.5K$202.0K-$77.5K2026-10-15
Abner Herrman & Brock LLC
INCREASED612540+72+13%$234$201-$332026-10-20
MRA Advisory Group
DECREASED610639-29-5%$276.9K$200.4K-$76.5K2026-10-07
Powers Advisory Group, LLC
UNCHANGED60960900%$263.8K$200.1K-$63.7K2026-10-14
Barnes Dennig Private Wealth Management LLC
DECREASED604701-97-14%$303.8K$198.4K-$105.3K2026-10-30
Citizens National Bank Trust Department
UNCHANGED60360300%$261.3K$198.1K-$63.2K2026-11-04
Covestor Ltd
INCREASED582575+7+1%$250.0K$191-$249.8K2026-10-30
Richardson Financial Services Inc.
INCREASED576125+451+361%$54.2K$189.2K+$135.1K2026-10-30
CRA Financial Services, LLC
INCREASED569543+26+5%$235.3K$186.8K-$48.5K2026-10-16
Rational Advisors, Inc.
INCREASED556470+86+18%$203.7K$182.7K-$21.0K2026-11-02
City Holding Co
INCREASED553535+18+3%$231.8K$181.7K-$50.2K2026-10-19
Ares Financial Consulting, LLC
INCREASED551530+21+4%$229.7K$181.0K-$48.7K2026-10-19
Strategic Advocates LLC
INCREASED550250+300+120%$108.3K$180.7K+$72.3K2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED55055000%$238.3K$180.7K-$57.7K2026-10-28
Hager Investment Management Services, LLC
DECREASED545550-5-1%$238.3K$179.0K-$59.3K2026-11-04
Evolution Wealth Management Inc.
DECREASED5211,564-1,043-67%$677.7K$171.2K-$506.6K2026-10-28
Laurel Wealth Advisors LLC
INCREASED517514+3+1%$222.7K$169.8K-$52.9K2026-10-27
Valued Wealth Advisors LLC
DECREASED514630-116-18%$273.3K$169.2K-$104.1K2026-11-05
Jcic Asset Management Inc.
NEW511—+511——$167.9K—2026-10-30
Tradewinds Capital Management, LLC
INCREASED510500+10+2%$216.7K$167.5K-$49.1K2026-10-23
Roxbury Financial LLC
INCREASED503502+1+0%$217.7K$165.1K-$52.6K2026-10-01
Robbins Farley
UNCHANGED50050000%$216.7K$164.3K-$52.4K2026-10-21
Vaquero Private Wealth, LTD
UNCHANGED50050000%$216.7K$164.3K-$52.4K2026-10-27
Reap Financial Group, LLC
INCREASED491435+56+13%$188.3K$161.2K-$27.1K2026-11-02
Bangor Savings Bank
INCREASED485435+50+11%$188.5K$159.3K-$29.2K2026-10-06
Rooted Wealth Advisors, Inc.
UNCHANGED48148100%$208.4K$208.4K$02026-11-03
Payden & Rygel
NEW480—+480——$158—2026-10-28
North Point Portfolio Managers Corp
UNCHANGED48048000%$208.0K$157.8K-$50.2K2026-10-07
Sunrise Financial Services, LLC
INCREASED472452+20+4%$195.9K$155.1K-$40.8K2026-10-21
West Paces Advisors Inc.
DECREASED464469-5-1%$203.2K$152.4K-$50.8K2026-10-13
FNY Investment Advisers, LLC
DECREASED4534,000-3,547-89%$1.7K$148-$1.6K2026-10-16
Pinnacle Bancorp, Inc.
NEW430—+430——$141.3K—2026-10-21
Country Trust Bank
INCREASED428423+5+1%$183.3K$140.6K-$42.7K2026-10-30
Atwood & Palmer Inc
INCREASED416266+150+56%$115.3K$136.7K+$21.4K2026-10-08
James T. Borello RIA
DECREASED415424-9-2%$183.7K$136.3K-$47.4K2026-10-16
UMB Private Wealth Management, LLC
NEW414—+414——$136.0K—2026-10-19
WPG Advisers, LLC
INCREASED408330+78+24%$143.0K$134.0K-$9.0K2026-10-27
Financial Perspectives, Inc
INCREASED401343+58+17%$148.6K$131.7K-$16.9K2026-11-03
Finley Financial, LLC
UNCHANGED40040000%$173.3K$136.0K-$37.3K2026-10-28
Smallwood Wealth Investment Management, LLC
INCREASED381360+21+6%$156.0K$125.2K-$30.8K2026-10-30
Midwest Capital Advisors, LLC
UNCHANGED38038000%$164.7K$124.8K-$39.8K2026-11-04
Highline Wealth Partners LLC
INCREASED375297+78+26%$128.8K$123.3K-$5.5K2026-10-19
Catalyst Capital Advisors LLC
INCREASED374341+33+10%$147.8K$122.9K-$24.9K2026-11-02
North Star Investment Management Corp.
INCREASED350335+15+4%$145.2K$115.0K-$30.2K2026-10-27
Avion Wealth
INCREASED344332+12+4%$143.0K$113.0K-$30.0K2026-11-04
Hilltop National Bank
DECREASED339536-197-37%$232.3K$111.4K-$120.9K2026-10-14
Retirement Wealth Solutions LLC
DECREASED321323-2-1%$140.0K$105.5K-$34.5K2026-10-07
Alpine Bank Wealth Management
NEW320—+320——$105.1K—2026-10-16
IMG Wealth Management, Inc.
INCREASED317290+27+9%$125.7K$104.1K-$21.5K2026-10-27
Arlington Trust Co LLC
INCREASED316165+151+92%$71.5K$103.8K+$32.3K2026-10-20
High Note Wealth, LLC
INCREASED309215+94+44%$93.2K$101.5K+$8.3K2026-10-27
Triumph Capital Management
DECREASED309310-10%$134.5K$101.6K-$32.8K2026-10-14
Dorato Capital Management
UNCHANGED30030000%$105.1K$98.9K-$6.2K2026-10-08
First Bancorp, Inc
UNCHANGED30030000%$130.0K$98.6K-$31.4K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED29829800%$129.0K$98-$128.9K2026-10-14
Intesa Sanpaolo Wealth Management
UNCHANGED27727700%$120.0K$91.0K-$29.0K2026-10-28
Activest Wealth Management
DECREASED263267-4-1%$115.7K$86.4K-$29.3K2026-10-15
Elevated Capital Advisors, LLC
DECREASED262687-425-62%$297.7K$86.1K-$211.6K2026-11-04
Meriwether Wealth & Planning, LLC
NEW261—+261——$85.7K—2026-10-13
West Financial Advisors, LLC
UNCHANGED25025000%$108.3K$82.1K-$26.2K2026-10-22
Align Financial, LLC
DECREASED244460-216-47%$199.3K$80.2K-$119.2K2026-10-16
Barrett & Company, Inc.
DECREASED241271-30-11%$117.5K$79.3K-$38.2K2026-10-22
Jnba Financial Advisors
DECREASED240301-61-20%$130.4K$78.8K-$51.6K2026-11-03
Chung Wu Investment Group, LLC
NEW230—+230——$75.6K—2026-11-03
Elevation Wealth Partners, LLC
DECREASED226228-2-1%$98.8K$74.2K-$24.6K2026-10-07
Banque de Luxembourg S.A.
INCREASED223190+33+17%$82.3K$73.3K-$9.1K2026-10-14
Birchbrook, Inc.
UNCHANGED21221200%$91.8K$69.6K-$22.1K2026-10-14
Aspect Partners, LLC
DECREASED208214-6-3%$92.7K$68.3K-$24.4K2026-10-20
Gleason Group, Inc.
UNCHANGED20320300%$88.0K$66.7K-$21.3K2026-10-15
Putney Financial Group LLC
NEW200—+200——$65.7K—2026-10-30
Madden Securities Corp
NEW200—+200——$65.7K—2026-10-27
Hickory Point Bank & Trust
UNCHANGED20020000%$86.7K$65.7K-$21.0K2026-10-01
Towne Trust Company, N.a
UNCHANGED20020000%$86.7K$65.7K-$21.0K2026-10-28
Ulland Investment Advisors, LLC
UNCHANGED20020000%$87$66-$212026-10-13
Burk Holdings LLC
INCREASED199145+54+37%$62.8K$65.4K+$2.5K2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
INCREASED195193+2+1%$83.6K$64.1K-$19.6K2026-10-28
Torren Management, LLC
DECREASED191201-10-5%$87.1K$62.8K-$24.4K2026-10-29
Bare Financial Services, Inc
DECREASED183185-2-1%$80.2K$60.1K-$20.0K2026-11-04
Prism Planning Partners LLC
NEW179—+179——$58.7K—2026-10-27
Halbert Hargrove Global Advisors, LLC
DECREASED163174-11-6%$75.5K$53.6K-$21.9K2026-10-16
Transce3nd, LLC
DECREASED158191-33-17%$66.9K$41.2K-$25.7K2026-10-26
GK Wealth Management LLC
NEW157—+157——$51.7K—2026-10-09
Clark Wealth Partners
INCREASED155140+15+11%$60.7K$51.0K-$9.7K2026-10-19
Marquette Asset Management, LLC
UNCHANGED15515500%$67.2K$50.9K-$16.2K2026-10-09
GGM Financial LLC
UNCHANGED15215200%$65.7K$49.8K-$15.8K2026-11-05
Proathlete Wealth Management LLC
NEW134—+134——$44.0K—2026-10-15
United Financial Planning Group LLC
UNCHANGED12912900%$55.9K$42.4K-$13.5K2026-11-04
Private Wealth Management Group, LLC
INCREASED127118+9+8%$51.1K$41.7K-$9.4K2026-10-19
Lloyd Advisory Services, Llc.
DECREASED120152-32-21%$65.9K$39.5K-$26.4K2026-11-02
Cedar Mountain Advisors, LLC
DECREASED120128-8-6%$55.5K$39.4K-$16.0K2026-10-15
Comprehensive Financial Planning, Inc.
UNCHANGED12012000%$52.0K$39.4K-$12.6K2026-10-27
DiNuzzo Private Wealth, Inc.
DECREASED119120-1-1%$52.0K$39.1K-$12.9K2026-10-16
Redwood Park Advisors LLC
INCREASED1178+109+1363%$3.5K$38.4K+$35.0K2026-11-02
Albion Financial Group
DECREASED117191-74-39%$82.8K$38.3K-$44.5K2026-10-21
Hughes Financial Services, LLC
DECREASED104141-37-26%$61.1K$26.5K-$34.6K2026-10-30
CGC Financial Services, LLC
DECREASED102152-50-33%$65.9K$33.5K-$32.4K2026-10-13
Quintet Private Bank (Europe) S.A.
INCREASED10050+50+100%$21.7K$32.9K+$11.2K2026-10-08
Rachor Investment Advisory Services, LLC
DECREASED100101-1-1%$43.9K$32.9K-$11.1K2026-10-29
Bayban
UNCHANGED10010000%$43.3K$43.3K$02026-11-05
Eukles Asset Management
UNCHANGED10010000%$43.3K$32.9K-$10.5K2026-11-04
Dakota Community Bank & Trust NA
NEW99—+99——$32.5K—2026-10-09
KFG LLC
NEW92—+92——$30.2K—2026-11-02
Tounjian Advisory Partners, LLC
DECREASED91130-39-30%$56.3K$29.9K-$26.4K2026-11-04
Richardson Capital Management LLC
UNCHANGED919100%$39.5K$30.0K-$9.5K2026-10-23
Olistico Wealth, LLC
UNCHANGED909000%$39.0K$29.6K-$9.4K2026-10-05
Planning Strategies Inc.
INCREASED8883+5+6%$36.0K$28.9K-$7.1K2026-10-02
Creative Capital Management Investments LLC
INCREASED8373+10+14%$31.6K$27.3K-$4.4K2026-10-28
Downshift Financial, LLC
INCREASED7770+7+10%$30.4K$25.3K-$5.1K2026-10-13
William Mack & Associates, Inc.
NEW76—+76——$25.0K—2026-10-27
Ameliora Wealth Management Ltd.
NEW70—+70——$23.0K—2026-10-23
Wealth Analytics Partners, LLC
NEW70—+70——$23.0K—2026-10-19
Fairway Wealth LLC
UNCHANGED707000%$30.3K$23.0K-$7.3K2026-10-30
Sfam, LLC
UNCHANGED696900%$30.1K$22.8K-$7.3K2026-11-03
American Capital Advisory, LLC
INCREASED6863+5+8%$27.3K$22.3K-$5.0K2026-10-28
Phillip James Consulting Co.
UNCHANGED666600%$28.6K$21.7K-$6.9K2026-11-03
Glynn Capital Management LLC
DECREASED6477-13-17%$33.4K$21.0K-$12.3K2026-10-07
Nova Financial LLC
NEW60—+60——$19.7K—2026-11-04
MJT & Associates Financial Advisory Group, Inc.
DECREASED60250-190-76%$108.3K$19.7K-$88.6K2026-10-07
Clean Yield Group
UNCHANGED606000%$26.0K$19.7K-$6.3K2026-10-28
Pacific Center for Financial Services
UNCHANGED606000%$26.0K$19.7K-$6.3K2026-10-15
Paladin Partners, LLC
UNCHANGED606000%$26.0K$19.7K-$6.3K2026-10-06
Noble Wealth Management PBC
UNCHANGED565600%$24.3K$18.4K-$5.9K2026-10-01
LFA - Lugano Financial Advisors SA
UNCHANGED555500%$23.8K$18.1K-$5.8K2026-11-03
Bank & Trust Co
NEW53—+53——$17.4K—2026-10-07
CKW Financial Group
INCREASED5013+37+285%$5$17+$122026-10-29
Hoese & Co LLP
UNCHANGED505000%$21.7K$16.4K-$5.2K2026-10-21
Piscataqua Savings Bank
UNCHANGED505000%$21.7K$16.4K-$5.2K2026-10-21
Three Bridge Wealth Advisors, LLC
NEW47—+47——$15.5K—2026-11-05
PFS Partners, LLC
NEW45—+45——$14.8K—2026-10-21
GHP Investment Advisors, Inc.
DECREASED3561-26-43%$26.5K$11.6K-$15.0K2026-10-15
Fairscale Capital, LLC
INCREASED3428+6+21%$12.1K$8.1K-$4.0K2026-11-04
Marshall & Sterling Wealth Advisors Inc.
NEW32—+32——$10.5K—2026-10-28
Quaker Wealth Management, LLC
INCREASED3230+2+7%$13.0K$10.5K-$2.5K2026-10-22
Maseco LLP
NEW30—+30——$9.9K—2026-10-27
MB, Levis & Associates, LLC
DECREASED3035-5-14%$15.2K$9.9K-$5.3K2026-10-16
Davis Capital Management
DECREASED2933-4-12%$14.3K$9.5K-$4.8K2026-10-08
Plante Moran Financial Advisors, LLC
INCREASED2927+2+7%$11.7K$9.5K-$2.2K2026-11-04
Coastline Trust Co
UNCHANGED272700%$11.7K$8.9K-$2.8K2026-10-01
Bfsg, LLC
NEW23—+23——$7.6K—2026-10-30
DecisionPoint Financial, LLC
INCREASED2322+1+5%$8.6K$7.8K-$7852026-10-27
PayPay Securities Corp
DECREASED2228-6-21%$12.1K$7.2K-$4.9K2026-10-27
WestEnd Advisors, LLC
UNCHANGED222200%$9.5K$7.2K-$2.3K2026-10-27
Bernzott Capital Advisors
NEW21—+21——$6.9K—2026-10-29
One River Asset Management, LLC
NEW21—+21——$6.9K—2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED202000%$8.7K$6.6K-$2.1K2026-10-23
Breakwater Investment Management
INCREASED1710+7+70%$4.3K$5.6K+$1.3K2026-10-20
Navigoe, LLC
DECREASED1517-2-12%$7$4-$32026-11-04
William B. Walkup & Associates, Inc.
UNCHANGED121200%$5.2K$3.9K-$1.3K2026-11-05
Financial Network Wealth Advisors LLC
INCREASED116+5+83%$2.6K$3.6K+$1.0K2026-10-28
Inspire Investing, LLC
DECREASED1112-1-8%$5.1K$3.6K-$1.6K2026-10-22
Nvest Wealth Strategies, Inc.
INCREASED109+1+11%$3.9K$3.3K-$6142026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$4.3K$3.3K-$1.0K2026-10-23
POM Investment Strategies, LLC
UNCHANGED101000%$4.3K$3.3K-$1.0K2026-10-20
RMG Wealth Management LLC
UNCHANGED101000%$3.3K$2.3K-$9412026-10-26
USA Financial Formulas
NEW9—+9——$3.0K—2026-10-16
Aventus Investment Advisors, Inc.
NEW9—+9——$3.0K—2026-10-09
Trust Co
UNCHANGED9900%$3.9K$3.0K-$9432026-10-09
Decker Retirement Planning Inc.
DECREASED842-34-81%$18.2K$2.6K-$15.6K2026-10-19
Godsey & Gibb, Inc
NEW5—+5——$1.6K—2026-10-14
Foster Dykema Cabot & Partners, LLC
UNCHANGED5500%$2.2K$1.6K-$5242026-10-30
Next Level Wealth Planning, LLC
NEW3—+3——$986—2026-10-29
Essential Investment Partners LLC
NEW3—+3——$986—2026-10-27
Maryland Capital Advisors Inc.
DECREASED34-1-25%$1.7K$986-$7482026-10-15
Security National Bank
NEW2—+2——$657—2026-10-26
3 Factor Indexing, LLC
UNCHANGED2200%$867$658-$2092026-10-15
Monetary Solutions, Ltd
NEW1—+1——$329—2026-10-22
StrongBox Wealth, LLC
NEW1—+1——$329—2026-11-02
WT Asset Management Ltd
CLOSED0493,233-493,233-100%$213.7M$0-$213.7M2026-10-28
BSN Capital Partners Ltd
CLOSED0133,172-133,172-100%$49.8M$0-$49.8M2026-10-23
Royal Fund Management, LLC
CLOSED049,479-49,479-100%$21.4M$0-$21.4M2026-10-22
Imc-Chicago, LLC
CLOSED025,922-25,922-100%$11.2M$0-$11.2M2026-11-05
Caitong International Asset Management Co., Ltd
CLOSED017,383-17,383-100%$7.5M$0-$7.5M2026-10-29
Oak Thistle LLC
CLOSED014,782-14,782-100%$6.4M$0-$6.4M2026-10-21
Katamaran Capital LLP
CLOSED012,036-12,036-100%$5.2M$0-$5.2M2026-10-27
Leeward Financial Partners, LLC
CLOSED07,217-7,217-100%$3.1M$0-$3.1M2026-10-23
REX Advisers, LLC
CLOSED04,700-4,700-100%$2.0M$0-$2.0M2026-10-08
Iams Wealth Management, LLC
CLOSED03,144-3,144-100%$1.4M$0-$1.4M2026-10-15
Focused Alpha, LLC
CLOSED03,094-3,094-100%$1.3M$0-$1.3M2026-10-20
Fairfield Financial Advisors, LTD
CLOSED02,814-2,814-100%$1.2M$0-$1.2M2026-10-14
Cynosure Group, LLC
CLOSED02,637-2,637-100%$1.1M$0-$1.1M2026-11-03
JGP Wealth Management, LLC
CLOSED02,222-2,222-100%$962.9K$0-$962.9K2026-10-13
Balentine LLC
CLOSED02,107-2,107-100%$913.0K$0-$913.0K2026-11-03
Alpha Wealth Funds, LLC
CLOSED02,010-2,010-100%$871.7K$0-$871.7K2026-11-05
Johnson Financial Group, LLC
CLOSED01,805-1,805-100%$782.2K$0-$782.2K2026-11-03
Retireful, LLC
CLOSED01,785-1,785-100%$773.5K$0-$773.5K2026-10-09
Gainline Financial Partners, LLC
CLOSED01,758-1,758-100%$761.8K$0-$761.8K2026-10-15
Overbrook Management Corp
CLOSED01,711-1,711-100%$741.4K$0-$741.4K2026-10-08
Pacific Excel Wealth Advisors, Inc.
CLOSED01,659-1,659-100%$718.9K$0-$718.9K2026-10-27
Sepio Capital, LP
CLOSED01,610-1,610-100%$697.8K$0-$697.8K2026-10-22
OFS Enterprise LLC
CLOSED01,601-1,601-100%$693.8K$0-$693.8K2026-10-16
WBI Investments, LLC
CLOSED01,597-1,597-100%$691.9K$0-$691.9K2026-11-05
FDx Advisors, Inc.
CLOSED01,542-1,542-100%$668.0K$0-$668.0K2026-11-05
Wellington Shields Capital Management, LLC
CLOSED01,360-1,360-100%$589.3K$0-$589.3K2026-11-03
Sage Mountain Advisors LLC
CLOSED01,333-1,333-100%$577.5K$0-$577.5K2026-11-02
CogentBlue Wealth Advisors, LLC
CLOSED01,273-1,273-100%$551.6K$0-$551.6K2026-10-09
Vista Investment Partners II, LLC
CLOSED01,250-1,250-100%$541.7K$0-$541.7K2026-10-15
Left Brain Wealth Management, LLC
CLOSED01,250-1,250-100%$541.7K$0-$541.7K2026-10-28
Larry Mathis Financial Planning, LLC
CLOSED01,221-1,221-100%$529.1K$0-$529.1K2026-10-26
Investment House LLC
CLOSED01,151-1,151-100%$498.8K$0-$498.8K2026-10-21
Simplify Asset Management Inc.
CLOSED01,105-1,105-100%$478.8K$0-$478.8K2026-10-27
Sherry Group, Inc.
CLOSED01,100-1,100-100%$452.0K$0-$452.0K2026-10-09
West Tower Group, LLC
CLOSED01,100-1,100-100%$476.7K$0-$476.7K2026-10-14
Sanchez Wealth Management Group
CLOSED01,090-1,090-100%$472.3K$0-$472.3K2026-11-02
State of Wyoming
CLOSED01,040-1,040-100%$450.7K$0-$450.7K2026-10-28
Schear Investment Advisers, LLC
CLOSED01,011-1,011-100%$438.1K$0-$438.1K2026-10-14
Wilsey Asset Management Inc
CLOSED01,000-1,000-100%$433.3K$0-$433.3K2026-10-21
Lecap Asset Management LTD
CLOSED0984-984-100%$426.4K$0-$426.4K2026-10-27
Strategic Family Wealth Counselors, L.L.C.
CLOSED0893-893-100%$387.0K$0-$387.0K2026-10-29
Sunbeam Capital Management, LLC
CLOSED0823-823-100%$356.8K$0-$356.8K2026-11-05
One Wealth Capital Management, LLC
CLOSED0816-816-100%$353.6K$0-$353.6K2026-10-23
PCG Asset Management, LLC
CLOSED0775-775-100%$336.0K$0-$336.0K2026-11-05
Castleview Partners, LLC
CLOSED0767-767-100%$332.4K$0-$332.4K2026-10-09
Pettinga Financial Advisors LLC
CLOSED0750-750-100%$325.0K$0-$325.0K2026-10-13
Sound Income Strategies, LLC
CLOSED0747-747-100%$323.8K$0-$323.8K2026-10-09
Trilogy Capital Inc.
CLOSED0725-725-100%$314.2K$0-$314.2K2026-10-20
Advisortrust Partners, LLC
CLOSED0699-699-100%$302.9K$0-$302.9K2026-11-02
SLT Holdings LLC
CLOSED0693-693-100%$300.4K$0-$300.4K2026-10-15
Hopwood Financial Services, Inc.
CLOSED0690-690-100%$299.0K$0-$299.0K2026-10-29
Prospect Financial Group LLC
CLOSED0688-688-100%$298.1K$0-$298.1K2026-11-05
Belvedere Trading LLC
CLOSED0672-672-100%$291.2K$0-$291.2K2026-11-05
Able Wealth Management LLC
CLOSED0671-671-100%$290.8K$0-$290.8K2026-10-13
Smith Chas P & Associates PA Cpas
CLOSED0647-647-100%$280.4K$0-$280.4K2026-10-22
Shrier Wealth Management, LLC
CLOSED0635-635-100%$275.2K$0-$275.2K2026-10-20
Wealth Advisory Solutions, LLC
CLOSED0613-613-100%$265.6K$0-$265.6K2026-10-20
B.O.S.S. Retirement Advisors, LLC
CLOSED0603-603-100%$261.3K$0-$261.3K2026-10-26
Gilman Hill Asset Management, LLC
CLOSED0600-600-100%$260.0K$0-$260.0K2026-10-13
Professional Financial Advisors, LLC
CLOSED0596-596-100%$258.3K$0-$258.3K2026-10-13
Appleton Partners Inc
CLOSED0595-595-100%$258.0K$0-$258.0K2026-10-30
Burford Brothers, Inc.
CLOSED0595-595-100%$257.8K$0-$257.8K2026-10-21
Baring Financial LLC
CLOSED0586-586-100%$253.9K$0-$253.9K2026-10-07
Maia Wealth LLC
CLOSED0586-586-100%$253.9K$0-$253.9K2026-10-19
Avant Financial Advisors LLC
CLOSED0584-584-100%$253.1K$0-$253.1K2026-11-02
Todd Wealth Management, LLC
CLOSED0582-582-100%$252.2K$0-$252.2K2026-10-19
Piedmont Capital Management, LLC
CLOSED0579-579-100%$250.9K$0-$250.9K2026-10-21
One Day In July LLC
CLOSED0575-575-100%$249.2K$0-$249.2K2026-10-30
RiverTree Advisors, LLC
CLOSED0574-574-100%$248.7K$0-$248.7K2026-10-13
Advisors Management Group Inc
CLOSED0573-573-100%$248.0K$0-$248.0K2026-11-05
Odyssey Capital Advisors, Inc.
CLOSED0572-572-100%$247.8K$0-$247.8K2026-10-26
Fidelity D & D Bancorp Inc
CLOSED0570-570-100%$247.0K$0-$247.0K2026-11-05
Financial Harvest, LLC
CLOSED0569-569-100%$246.6K$0-$246.6K2026-10-15
Shikiar Asset Management Inc
CLOSED0569-569-100%$247.0K$0-$247.0K2026-10-20
Black Diamond Financial, LLC
CLOSED0565-565-100%$244.8K$0-$244.8K2026-10-26
Verus Wealth Management, LLC
CLOSED0560-560-100%$242.7K$0-$242.7K2026-10-13
Clarus Group, Inc.
CLOSED0560-560-100%$242.7K$0-$242.7K2026-10-21
Glass Jacobson Investment Advisors llc
CLOSED0557-557-100%$241.4K$0-$241.4K2026-10-26
Millennium Capital Advisors, LLC
CLOSED0556-556-100%$241.1K$0-$241.1K2026-10-16
Cooper S Advisors, LLC
CLOSED0555-555-100%$240.5K$0-$240.5K2026-11-03
Sapient Capital LLC
CLOSED0553-553-100%$239.7K$0-$239.7K2026-10-08
Sanchez Gaunt Capital Management, LLC
CLOSED0553-553-100%$239.6K$0-$239.6K2026-11-03
Provident Wealth Management, LLC
CLOSED0551-551-100%$238.8K$0-$238.8K2026-10-20
Green Ridge Wealth Planning LLC
CLOSED0551-551-100%$238.8K$0-$238.8K2026-10-08
Sound Stewardship, LLC
CLOSED0550-550-100%$238.3K$0-$238.3K2026-10-14
Tannin Capital LLC
CLOSED0550-550-100%$238.3K$0-$238.3K2026-11-05
jvl associates llc
CLOSED0545-545-100%$236.2K$0-$236.2K2026-10-09
Edgemoor Investment Advisors, Inc.
CLOSED0542-542-100%$234.9K$0-$234.9K2026-11-03
Boltwood Capital Management
CLOSED0540-540-100%$234.0K$0-$234.0K2026-10-02
BFI Infinity Ltd.
CLOSED0540-540-100%$234.0K$0-$234.0K2026-10-16
Hoge Financial Services, LLC
CLOSED0536-536-100%$232.3K$0-$232.3K2026-11-05
ERn Financial, LLC
CLOSED0535-535-100%$231.8K$0-$231.8K2026-10-28
Redwood Financial Network Corp
CLOSED0533-533-100%$231.0K$0-$231.0K2026-11-03
Avid Wealth Partners LLC
CLOSED0531-531-100%$230.1K$0-$230.1K2026-11-03
Murphy Pohlad Asset Management LLC
CLOSED0530-530-100%$229.7K$0-$229.7K2026-10-22
Security Financial Services, Inc.
CLOSED0530-530-100%$229.8K$0-$229.8K2026-10-29
Trinity Financial Advisors LLC
CLOSED0525-525-100%$227.6K$0-$227.6K2026-10-09
Sightline Wealth Advisors, LLC
CLOSED0520-520-100%$225.3K$0-$225.3K2026-10-21
Harbour Trust & Investment Management Co
CLOSED0520-520-100%$225.3K$0-$225.3K2026-10-28
Cardinal Point Capital Management ULC
CLOSED0518-518-100%$224.6K$0-$224.6K2026-10-21
Horst & Graben Wealth Management LLC
CLOSED0517-517-100%$202.3K$0-$202.3K2026-11-02
Farnam Financial LLC
CLOSED0514-514-100%$222.7K$0-$222.7K2026-10-21
Tortuga Wealth Management, Inc
CLOSED0509-509-100%$220.6K$0-$220.6K2026-10-27
Financial Planning Navigators Corp
CLOSED0508-508-100%$220.2K$0-$220.2K2026-10-14
Palisade Asset Management, LLC
CLOSED0505-505-100%$218.8K$0-$218.8K2026-11-03
Equity Wealth Partners, LLC
CLOSED0503-503-100%$218.1K$0-$218.1K2026-10-26
Acorn Wealth Advisors, LLC
CLOSED0501-501-100%$217.1K$0-$217.1K2026-10-19
Howland Capital Management LLC
CLOSED0501-501-100%$217.2K$0-$217.2K2026-10-22
Praetorian Wealth Management, Inc.
CLOSED0500-500-100%$216.7K$0-$216.7K2026-10-16
Smithbridge Asset Management Inc
CLOSED0500-500-100%$216.7K$0-$216.7K2026-10-19
Alamar Capital Management, LLC
CLOSED0500-500-100%$216.8K$0-$216.8K2026-11-02
LVM Capital Management LTD
CLOSED0500-500-100%$217$0-$2172026-10-20
Solstein Capital, LLC
CLOSED0500-500-100%$216.7K$0-$216.7K2026-11-02
Forteris Wealth Management Inc.
CLOSED0500-500-100%$216.7K$0-$216.7K2026-10-13
LCM Capital Management Inc
CLOSED0500-500-100%$216.7K$0-$216.7K2026-10-20
Verus Financial Partners, Inc.
CLOSED0500-500-100%$216.7K$0-$216.7K2026-10-29
Flynn Zito Capital Management, LLC
CLOSED0500-500-100%$216.7K$0-$216.7K2026-11-04
Narwhal Capital Management
CLOSED0500-500-100%$216.7K$0-$216.7K2026-11-04
Acute Investment Advisory, LLC
CLOSED0500-500-100%$216.7K$0-$216.7K2026-10-16
Petros Family Wealth, LLC
CLOSED0497-497-100%$215.4K$0-$215.4K2026-10-28
Human Investing LLC
CLOSED0496-496-100%$214.7K$0-$214.7K2026-10-19
O'Connor Financial Group LLC
CLOSED0493-493-100%$213.6K$0-$213.6K2026-10-26
GFG Capital, LLC
CLOSED0492-492-100%$213.2K$0-$213.2K2026-10-16
Arsenal Capital Advisors LLC
CLOSED0492-492-100%$213.2K$0-$213.2K2026-11-02
Cora Capital Advisors LLC
CLOSED0491-491-100%$212.8K$0-$212.8K2026-11-02
Livet Wealth, LLC
CLOSED0489-489-100%$211.9K$0-$211.9K2026-10-27
Farmers & Merchants Trust Co of Long Beach
CLOSED0486-486-100%$210.6K$0-$210.6K2026-10-22
Legacy Financial Strategies, LLC
CLOSED0483-483-100%$209.3K$0-$209.3K2026-10-15
White Pine Investment Co
CLOSED0480-480-100%$208.0K$0-$208.0K2026-10-15
LMG Wealth Partners, LLC
CLOSED0480-480-100%$208.0K$0-$208.0K2026-11-05
Alliance Wealth Management Group
CLOSED0480-480-100%$208.0K$0-$208.0K2026-10-29
Towercrest Capital Management
CLOSED0480-480-100%$208.0K$0-$208.0K2026-10-23
Compass Financial Group, Inc. (Ohio)
CLOSED0475-475-100%$205.8K$0-$205.8K2026-10-19
Innovative Wealth Building LLC
CLOSED0474-474-100%$205.4K$0-$205.4K2026-10-14
Southland Equity Partners LLC
CLOSED0474-474-100%$205.4K$0-$205.4K2026-10-14
Finward Bancorp
CLOSED0470-470-100%$203.7K$0-$203.7K2026-10-14
Kondo Wealth Advisors, Inc.
CLOSED0470-470-100%$203.7K$0-$203.7K2026-10-19
Hengehold Capital Management LLC
CLOSED0465-465-100%$201.5K$0-$201.5K2026-10-16
Andrews Advisory Associates, LLC
CLOSED0465-465-100%$201.5K$0-$201.5K2026-10-15
Purewater Capital LLC
CLOSED0462-462-100%$200.1K$0-$200.1K2026-10-23
Cornerstone Planning Group LLC
CLOSED0433-433-100%$138.2K$0-$138.2K2026-10-16
Obsidian CIO, LLC
CLOSED0310-310-100%$134.3K$0-$134.3K2026-11-05
Lipe & Dalton
CLOSED0300-300-100%$130$0-$1302026-10-15
NBT Bank, N.A.
CLOSED0220-220-100%$95.3K$0-$95.3K2026-10-21
Kelleher Financial Advisors
CLOSED0219-219-100%$94.9K$0-$94.9K2026-10-30
Gill Capital Partners, LLC
CLOSED0205-205-100%$88.8K$0-$88.8K2026-10-13
Legacy Bridge, LLC
CLOSED0128-128-100%$55.5K$0-$55.5K2026-10-28
Compound Global Advisors, LLC
CLOSED0100-100-100%$43.3K$0-$43.3K2026-10-20
Brooklyn FI, LLC
CLOSED056-56-100%$17.9K$0-$17.9K2026-11-05
Bullseye Investment Management, LLC
CLOSED050-50-100%$21.7K$0-$21.7K2026-10-29
Bayforest Capital Ltd
CLOSED049-49-100%$21.2K$0-$21.2K2026-11-03
Whipplewood Advisors, LLC
CLOSED040-40-100%$17.3K$0-$17.3K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED030-30-100%$13.0K$0-$13.0K2026-10-29
Stone House Investment Management, LLC
CLOSED017-17-100%$7.4K$0-$7.4K2026-10-23
Wellington Shields & Co., LLC
CLOSED010-10-100%$4.3K$0-$4.3K2026-11-03
RHL Group, LLC
CLOSED04-4-100%$1.7K$0-$1.7K2026-11-04
Tower Trust & Investment Co
CLOSED03-3-100%$1.3K$0-$1.3K2026-10-28
BlackRock, Inc.
N/A—132,727,776-132,727,776-100%$57.5B———
Vanguard Capital Management LLC
N/A—81,683,639-81,683,639-100%$35.4B———
State Street Corp
N/A—60,704,130-60,704,130-100%$26.3B———
Invesco Ltd.
N/A—52,319,973-52,319,973-100%$22.7B———
JPMorgan Chase & Co
N/A—45,317,479-45,317,479-100%$18.6B———
Vanguard Portfolio Management LLC
N/A—36,635,534-36,635,534-100%$15.9B———
Geode Capital Management, LLC
N/A—34,506,240-34,506,240-100%$14.9B———
FMR LLC
N/A—33,677,858-33,677,858-100%$14.6B———
Price T Rowe Associates Inc
N/A—24,596,295-24,596,295-100%$10.7B———
Morgan Stanley
N/A—19,217,787-19,217,787-100%$8.3B———
Norges Bank
N/A—18,123,399-18,123,399-100%$7.9B———
Ameriprise Financial Inc
N/A—17,334,906-17,334,906-100%$7.5B———
Northern Trust Corp
N/A—14,014,491-14,014,491-100%$6.1B———
Franklin Resources Inc
N/A—13,065,549-13,065,549-100%$5.7B———
Goldman Sachs Group Inc
N/A—12,724,387-12,724,387-100%$5.5B———
UBS Asset Management Americas LLC
N/A—12,514,990-12,514,990-100%$5.4B———
Arrowstreet Capital, Limited Partnership
N/A—12,269,198-12,269,198-100%$5.3B———
Bank of America Corp
N/A—11,244,147-11,244,147-100%$4.9B———
Van Eck Associates Corp
N/A—11,089,395-11,089,395-100%$4.8B———
Legal & General Group Plc
N/A—10,373,392-10,373,392-100%$4.5B———
Jupiter Topco LLC
N/A—9,884,116-9,884,116-100%$4.3B———
Coatue Management LLC
N/A—9,441,603-9,441,603-100%$4.1B———
Amundi
N/A—9,426,153-9,426,153-100%$4.1B———
Nuveen, LLC
N/A—9,226,979-9,226,979-100%$4.0B———
Charles Schwab Investment Management Inc
N/A—7,698,872-7,698,872-100%$3.3B———
UBS Group AG
N/A—7,688,281-7,688,281-100%$3.3B———
Wells Fargo & Company
N/A—7,313,492-7,313,492-100%$3.2B———
Vanguard Fiduciary Trust Co
N/A—7,186,297-7,186,297-100%$3.1B———
Barclays PLC
N/A—5,764,785-5,764,785-100%$2.5B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—5,464,726-5,464,726-100%$2.4B———
Nordea Investment Management AB
N/A—4,966,479-4,966,479-100%$2.1B———
Deutsche Bank Ag\
N/A—4,390,915-4,390,915-100%$1.9B———
HSBC Holdings PLC
N/A—3,992,454-3,992,454-100%$1.7B———
Voya Investment Management LLC
N/A—3,800,281-3,800,281-100%$1.6B———
California Public Employees Retirement System
N/A—3,648,551-3,648,551-100%$1.6B———
First Trust Advisors LP
N/A—3,617,460-3,617,460-100%$1.6B———
Canada Pension Plan Investment Board
N/A—3,559,222-3,559,222-100%$1.5B———
Jennison Associates LLC
N/A—3,526,442-3,526,442-100%$1.5B———
Swiss National Bank
N/A—3,522,000-3,522,000-100%$1.5B———
AQR Capital Management LLC
N/A—3,485,364-3,485,364-100%$1.5B———
American Century Companies Inc
N/A—3,447,645-3,447,645-100%$1.5B———
National Pension Service
N/A—3,362,878-3,362,878-100%$1.5B———
Royal Bank of Canada
N/A—3,164,348-3,164,348-100%$1.4B———
Tiger Global Management LLC
N/A—3,163,495-3,163,495-100%$1.4B———
SG Americas Securities, LLC
N/A—3,105,123-3,105,123-100%$1.3B———
Alkeon Capital Management LLC
N/A—3,050,456-3,050,456-100%$1.3B———
Envestnet Asset Management Inc
N/A—2,958,917-2,958,917-100%$1.3B———
BNP Paribas Financial Markets
N/A—2,869,530-2,869,530-100%$1.2B———
Alliancebernstein L.P.
N/A—2,856,424-2,856,424-100%$610.3M———
Rafferty Asset Management, LLC
N/A—2,774,672-2,774,672-100%$1.2B———
Allianz Asset Management GmbH
N/A—2,746,179-2,746,179-100%$1.2B———
TD Asset Management Inc
N/A—2,721,682-2,721,682-100%$1.2B———
Vanguard Global Advisers, LLC
N/A—2,705,819-2,705,819-100%$1.2B———
PNC Financial Services Group, Inc.
N/A—2,646,799-2,646,799-100%$1.1B———
BNP Paribas Asset Management Holding S.A.
N/A—2,491,039-2,491,039-100%$1.1B———
Bank of Montreal
N/A—2,447,595-2,447,595-100%$1.1B———
Vanguard Asset Management, Ltd
N/A—2,439,339-2,439,339-100%$1.1B———
Polar Capital Holdings Plc
N/A—2,358,946-2,358,946-100%$1.0B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—2,337,161-2,337,161-100%$1.0B———
Rhumbline Advisers
N/A—2,271,281-2,271,281-100%$984.2M———
Acadian Asset Management LLC
N/A—2,090,516-2,090,516-100%$905.8M———
Oaktop Capital Management II, L.P.
N/A—2,061,054-2,061,054-100%$893.1M———
Russell Investments Group, Ltd.
N/A—2,054,067-2,054,067-100%$882.0M———
California State Teachers Retirement System
N/A—1,895,716-1,895,716-100%$821.5M———
Capital Research Global Investors
N/A—1,702,812-1,702,812-100%$737.8M———
Nomura Asset Management International Inc.
N/A—1,670,147-1,670,147-100%$723.7M———
Focus Partners Wealth
N/A—1,642,921-1,642,921-100%$711.8M———
Bank of Nova Scotia
N/A—1,598,917-1,598,917-100%$692.9M———
Neuberger Berman Group LLC
N/A—1,580,708-1,580,708-100%$685.0M———
Lord, Abbett & Co. LLC
N/A—1,553,975-1,553,975-100%$673.4M———
Raymond James Financial Inc
N/A—1,550,110-1,550,110-100%$671.7M———
LPL Financial LLC
N/A—1,543,253-1,543,253-100%$668.7M———
Caisse de Depot ET Placement DU Quebec
N/A—1,446,858-1,446,858-100%$627.0M———
National Bank of Canada
N/A—1,446,518-1,446,518-100%$626.8M———
Citadel Advisors LLC
N/A—1,420,975-1,420,975-100%$615.8M———
Victory Capital Management Inc
N/A—1,412,598-1,412,598-100%$612.1M———
Schroder Investment Management Group
N/A—1,403,422-1,403,422-100%$608.1M———
Prudential Financial Inc
N/A—1,399,209-1,399,209-100%$606.3M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,353,418-1,353,418-100%$586.5M———
Susquehanna International Group, LLP
N/A—1,343,503-1,343,503-100%$582.2M———
New York State Common Retirement Fund
N/A—1,331,786-1,331,786-100%$577.1M———
Bessemer Group Inc
N/A—1,330,815-1,330,815-100%$576.7M———
Anther Capital Ltd
N/A—1,254,487-1,254,487-100%$543.6M———
Massachusetts Financial Services Co
N/A—1,218,684-1,218,684-100%$540.3M———
Wellington Management Group LLP
N/A—1,215,581-1,215,581-100%$526.7M———
Adage Capital Partners GP, L.L.C.
N/A—1,185,720-1,185,720-100%$513.8M———
Natixis Advisors, LLC
N/A—1,166,699-1,166,699-100%$505.6M———
Sands Capital Management, LLC
N/A—1,133,965-1,133,965-100%$491.4M———
Aviva PLC
N/A—1,126,326-1,126,326-100%$488.1M———
Ensign Peak Advisors, Inc
N/A—1,121,447-1,121,447-100%$486.0M———
Jane Street Group, LLC
N/A—1,118,602-1,118,602-100%$484.7M———
APG Asset Management N.V.
N/A—1,116,451-1,116,451-100%$423.2M———
Quantinno Capital Management LP
N/A—1,108,057-1,108,057-100%$480.2M———
State Board of Administration of Florida Retirement System
N/A—1,073,600-1,073,600-100%$465.2M———
CIBC Bancorp USA Inc.
N/A—1,057,591-1,057,591-100%$458.8M———
Aberdeen Group plc
N/A—1,051,305-1,051,305-100%$455.6M———
Blue Whale Capital LLP
N/A—1,017,021-1,017,021-100%$440.7M———
Panagora Asset Management Inc
N/A—983,205-983,205-100%$426.1M———
Manufacturers Life Insurance Company, the
N/A—964,364-964,364-100%$417.9M———
SEI Investments Co
N/A—959,938-959,938-100%$416.0M———
Danske Bank A/S
N/A—954,179-954,179-100%$413.5M———
Bridgewater Associates, LP
N/A—938,224-938,224-100%$406.6M———
Captrust Financial Advisors
N/A—937,685-937,685-100%$406.3M———
PFA Pension, Forsikringsaktieselskab
N/A—926,200-926,200-100%$401.4M———
Korea Investment Corp
N/A—910,493-910,493-100%$394.5M———
Mariner, LLC
N/A—884,666-884,666-100%$383.3M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—881,506-881,506-100%$382.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—860,221-860,221-100%$370.4M———
Trivest Advisors Ltd
N/A—860,000-860,000-100%$372.7M———
Polen Capital Management LLC
N/A—859,036-859,036-100%$372.2M———
Guggenheim Capital LLC
N/A—858,419-858,419-100%$372.0M———
Storebrand Asset Management AS
N/A—844,760-844,760-100%$366.1M———
HighTower Advisors, LLC
N/A—824,884-824,884-100%$357.4M———
HM Payson & Co
N/A—810,989-810,989-100%$351.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—798,799-798,799-100%$346.1M———
Artisan Partners Limited Partnership
N/A—786,238-786,238-100%$340.7M———
Treasurer of the State of North Carolina
N/A—780,871-780,871-100%$338.4M———
Man Group plc
N/A—777,269-777,269-100%$336.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—774,460-774,460-100%$335.6M———
Heard Capital LLC
N/A—757,760-757,760-100%$328.4M———
Railway Pension Investments Ltd
N/A—754,700-754,700-100%$327.0M———
Whale Rock Capital Management LLC
N/A—742,638-742,638-100%$321.8M———
Stifel Financial Corp
N/A—730,517-730,517-100%$316.6M———
Federated Hermes, Inc.
N/A—726,236-726,236-100%$314.7M———
Life Cycle Investment Partners Ltd
N/A—724,308-724,308-100%$313.9M———
Qube Research & Technologies Ltd
N/A—715,234-715,234-100%$309.9M———
Millennium Management LLC
N/A—696,499-696,499-100%$301.8M———
Eurizon Capital SGR S.p.A.
N/A—690,734-690,734-100%$297.9M———
LOS Angeles Capital Management LLC
N/A—687,728-687,728-100%$298.0M———
State of Wisconsin Investment Board
N/A—686,377-686,377-100%$297.4M———
Macquarie Group LTD
N/A—676,823-676,823-100%$293.3M———
Eventide Asset Management, LLC
N/A—673,431-673,431-100%$291.7M———
Royal London Asset Management LTD
N/A—661,673-661,673-100%$286.7M———
Erste Asset Management GmbH
N/A—641,871-641,871-100%$266.2M———
Vanguard Investments Australia, Ltd.
N/A—639,100-639,100-100%$276.9M———
Northwestern Mutual Wealth Management Co
N/A—635,416-635,416-100%$275.3M———
Toronto Dominion Bank
N/A—633,199-633,199-100%$274.4M———
CI Investments Inc.
N/A—626,954-626,954-100%$271.7M———
Nomura Asset Management Co LTD
N/A—626,419-626,419-100%$271.4M———
KLP Kapitalforvaltning AS
N/A—626,180-626,180-100%$271.5M———
Chevy Chase Trust Holdings, LLC
N/A—613,753-613,753-100%$266.0M———
FIL Ltd
N/A—606,466-606,466-100%$262.8M———
Mercer Global Advisors Inc
N/A—606,442-606,442-100%$262.8M———
E Fund Management Co., Ltd.
N/A—605,923-605,923-100%$262.6M———
Credit Agricole S A
N/A—602,957-602,957-100%$261.3M———
Epoch Investment Partners, Inc.
N/A—592,701-592,701-100%$256.8M———
Tidal Investments LLC
N/A—570,667-570,667-100%$247.3M———
Public Employees Retirement Association of Colorado
N/A—566,838-566,838-100%$245.6M———
Handelsbanken Fonder AB
N/A—565,142-565,142-100%$244.9K———
AustralianSuper Pty Ltd
N/A—555,814-555,814-100%$240.9M———
Lazard Asset Management LLC
N/A—553,755-553,755-100%$240.0M———
Public Employees Retirement System of Ohio
N/A—547,910-547,910-100%$237.4M———
Squarepoint Ops LLC
N/A—536,187-536,187-100%$232.3M———
Baird Financial Group, Inc.
N/A—535,780-535,780-100%$232.2M———
NZS Capital, LLC
N/A—535,030-535,030-100%$231.8M———
Jacobs Levy Equity Management, Inc
N/A—533,201-533,201-100%$231.1M———
Rathbones Group PLC
N/A—506,353-506,353-100%$219.4M———
Nissay Asset Management Corp N
N/A—496,234-496,234-100%$215.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—490,926-490,926-100%$212.7M———
1832 Asset Management L.P.
N/A—486,046-486,046-100%$210.6M———
Teacher Retirement System of Texas
N/A—485,939-485,939-100%$210.6M———
Cerity Partners LLC
N/A—485,639-485,639-100%$210.4M———
DJE Kapital AG
N/A—483,185-483,185-100%$215.1M———
Trybe Capital Management LP
N/A—478,246-478,246-100%$207.2M———
State Farm Mutual Automobile Insurance Co
N/A—455,360-455,360-100%$197.3M———
Glenmede Trust Co NA
N/A—446,985-446,985-100%$193.7M———
Winslow Capital Management, LLC
N/A—444,164-444,164-100%$192.5M———
Nykredit A/S
N/A—442,227-442,227-100%$191.6M———
State of Tennessee, Department of Treasury
N/A—441,754-441,754-100%$191.4M———
Crosslink Capital Inc
N/A—431,266-431,266-100%$186.9M———
ING Groep NV
N/A—425,709-425,709-100%$184.5M———
Tredje Ap-fonden
N/A—417,222-417,222-100%$180.8M———
Pacer Advisors, Inc.
N/A—407,570-407,570-100%$176.6M———
Worldquant Millennium Advisors LLC
N/A—403,616-403,616-100%$174.9M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—401,561-401,561-100%$174.0M———
Dorsal Capital Management, LP
N/A—400,000-400,000-100%$173.3M———
Federation des caisses Desjardins du Quebec
N/A—396,240-396,240-100%$171.7M———
Cetera Investment Advisers
N/A—395,156-395,156-100%$171.2M———
Clear Street Group Inc.
N/A—394,705-394,705-100%$171.0M———
Altimeter Capital Management, LP
N/A—394,080-394,080-100%$170.8M———
Palestra Capital Management LLC
N/A—388,886-388,886-100%$168.5M———
Jones Financial Companies Lllp
N/A—387,867-387,867-100%$147.1M———
Woodline Partners LP
N/A—386,934-386,934-100%$167.7M———
Resona Asset Management Co.,Ltd.
N/A—386,710-386,710-100%$165.8M———
Migdal Insurance & Financial Holdings Ltd.
N/A—385,544-385,544-100%$167.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—385,338-385,338-100%$166.8M———
Appaloosa LP
N/A—382,500-382,500-100%$165.7M———
Clearbridge Investments, LLC
N/A—378,708-378,708-100%$164.1M———
Janney Montgomery Scott LLC
N/A—365,882-365,882-100%$158.5M———
Manning & Napier Advisors LLC
N/A—362,315-362,315-100%$157.0M———
NewEdge Wealth, LLC
N/A—360,550-360,550-100%$156.2M———
CIBC World Market Inc.
N/A—350,699-350,699-100%$152.0M———
Clal Insurance Enterprises Holdings Ltd
N/A—346,052-346,052-100%$150.0M———
Cartenna Capital, LP
N/A—345,000-345,000-100%$149.5M———
Fisher Asset Management, LLC
N/A—342,058-342,058-100%$148.2M———
Zurich Insurance Group Ltd
N/A—337,778-337,778-100%$146.4M———
MetLife Investment Management, LLC
N/A—335,179-335,179-100%$145.2M———
Homestead Advisers Corp
N/A—318,936-318,936-100%$138.2M———
Holocene Advisors, LP
N/A—317,652-317,652-100%$137.6M———
Nomura Holdings Inc
N/A—314,515-314,515-100%$136.3M———
Empowered Funds, LLC
N/A—312,654-312,654-100%$135.5M———
Scotia Capital Inc.
N/A—306,579-306,579-100%$132.9M———
O'shaughnessy Asset Management, LLC
N/A—297,425-297,425-100%$128.9M———
Flputnam Investment Management Co
N/A—292,741-292,741-100%$126.9M———
DnB Asset Management AS
N/A—288,952-288,952-100%$125.2M———
Westfield Capital Management Co LP
N/A—285,614-285,614-100%$123.8M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—285,584-285,584-100%$123.8M———
Castleark Management LLC
N/A—283,808-283,808-100%$123.0M———
IEQ Capital, LLC
N/A—279,306-279,306-100%$121.0M———
QRG Capital Management, Inc.
N/A—278,844-278,844-100%$120.8M———
Gotham Asset Management, LLC
N/A—276,730-276,730-100%$119.9M———
Pathstone Holdings, LLC
N/A—274,275-274,275-100%$119.5M———
Vinva Investment Management Ltd
N/A—272,174-272,174-100%$111.8M———
CloudAlpha Capital Management Limited Kong
N/A—271,100-271,100-100%$117.5M———
Shelton Capital Management
N/A—270,819-270,819-100%$117.4M———
Moneta Group Investment Advisors LLC
N/A—269,381-269,381-100%$116.7M———
Osaic Holdings, Inc.
N/A—264,500-264,500-100%$114.6M———
Capitolis Liquid Global Markets LLC
N/A—264,261-264,261-100%$114.5M———
Rockefeller Capital Management L.P.
N/A—262,632-262,632-100%$113.8M———
Blue Sparrow, LLC
N/A—262,000-262,000-100%$113.5M———
Capital World Investors
N/A—259,513-259,513-100%$112.5M———
Penserra Capital Management LLC
N/A—250,861-250,861-100%$108.7M———
Huntington National Bank
N/A—237,583-237,583-100%$103.0M———
Rokos Capital Management LLP
N/A—237,269-237,269-100%$102.8M———
Whittier Trust Co
N/A—237,081-237,081-100%$83.0M———
Caxton Associates LLP
N/A—236,500-236,500-100%$102.5M———
USS Investment Management Ltd
N/A—236,445-236,445-100%$102.5M———
Zacks Investment Management
N/A—232,456-232,456-100%$100.7M———
Pinebridge Investments LLC
N/A—232,275-232,275-100%$100.7M———
Vanguard Personalized Indexing Management, LLC
N/A—231,375-231,375-100%$100.3M———
Menora Mivtachim Holdings Ltd.
N/A—230,740-230,740-100%$100.0M———
Blackstone Inc.
N/A—230,000-230,000-100%$99.7M———
Four Tree Island Advisory LLC
N/A—227,800-227,800-100%$98.7M———
Banco Santander, S.A.
N/A—225,762-225,762-100%$97.8M———
Public Sector Pension Investment Board
N/A—225,457-225,457-100%$97.7M———
Two Sigma Investments, LP
N/A—225,152-225,152-100%$97.6M———
Atalanta Sosnoff Capital, LLC
N/A—224,322-224,322-100%$97.2M———
Defiance ETFs, LLC
N/A—211,992-211,992-100%$82.9M———
D. E. Shaw & Co., Inc.
N/A—206,424-206,424-100%$89.4M———
Kingsview Wealth Management, LLC
N/A—205,076-205,076-100%$88.9M———
Varma Mutual Pension Insurance Co
N/A—201,030-201,030-100%$87.1M———
HRT Financial LP
N/A—199,360-199,360-100%$86.4M———
Empire Life Investments Inc.
N/A—197,593-197,593-100%$85.6M———
AE Wealth Management LLC
N/A—196,200-196,200-100%$85.0M———
Wealthfront Advisers LLC
N/A—193,835-193,835-100%$84.0M———
NewEdge Advisors, LLC
N/A—192,888-192,888-100%$83.6M———
Utah Retirement Systems
N/A—189,753-189,753-100%$82.2M———
Andra Ap-fonden
N/A—189,539-189,539-100%$82.1M———
Police & Firemen's Retirement System of New Jersey
N/A—187,478-187,478-100%$81.2M———
British Columbia Investment Management Corp
N/A—187,160-187,160-100%$81.1M———
Hamilton Capital Partners Inc.
N/A—177,415-177,415-100%$76.9M———
Fiera Capital Corp
N/A—175,786-175,786-100%$76.2M———
Ilmarinen Mutual Pension Insurance Co
N/A—175,225-175,225-100%$75.9M———
Steward Partners Investment Advisory, LLC
N/A—172,964-172,964-100%$75.0M———
Vident Advisory, LLC
N/A—172,662-172,662-100%$74.8M———
Advisory Services Network, LLC
N/A—163,386-163,386-100%$70.8M———
Dana Investment Advisors, Inc.
N/A—161,706-161,706-100%$70.1M———
Baker Avenue Asset Management, LP
N/A—159,786-159,786-100%$69.2M———
Prudential PLC
N/A—158,903-158,903-100%$68.9M———
MAI Capital Management
N/A—158,471-158,471-100%$68.7M———
Jupiter Asset Management LTD
N/A—158,299-158,299-100%$68.6M———
Moore Capital Management, LP
N/A—155,520-155,520-100%$67.4M———
Boston Partners
N/A—151,632-151,632-100%$65.5M———
Mufg Securities Emea plc
N/A—150,248-150,248-100%$65.1M———
Investment Management Corp of Ontario
N/A—148,066-148,066-100%$64.2M———
MML Investors Services, LLC
N/A—147,384-147,384-100%$63.9M———
Think Investments LP
N/A—142,800-142,800-100%$61.9M———
Walleye Capital LLC
N/A—139,713-139,713-100%$60.5M———
&partners
N/A—137,597-137,597-100%$59.9M———
Great Lakes Advisors, LLC
N/A—135,241-135,241-100%$58.6M———
Marshall Wace, LLP
N/A—134,545-134,545-100%$58.3M———
NorthCoast Asset Management LLC
N/A—134,134-134,134-100%$58.1M———
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A—132,667-132,667-100%$57.5M———
Bamco Inc
N/A—129,318-129,318-100%$56.0M———
Coldstream Capital Management Inc
N/A—126,560-126,560-100%$54.9M———
Stratos Wealth Partners, Ltd.
N/A—125,625-125,625-100%$54.4M———
Sanctuary Advisors, LLC
N/A—125,503-125,503-100%$54.4M———
Fuller & Thaler Asset Management, Inc.
N/A—123,660-123,660-100%$53.6M———
Allworth Financial LP
N/A—123,622-123,622-100%$53.6M———
Arkadios Wealth Advisors
N/A—123,593-123,593-100%$53.6M———
VAN Lanschot Kempen Investment Management N.V.
N/A—123,163-123,163-100%$53.4M———
Norinchukin Bank, The
N/A—122,596-122,596-100%$53.1M———
Value Aligned Research Advisors, LLC
N/A—121,597-121,597-100%$52.7M———
Capital Fund Management S.A.
N/A—121,371-121,371-100%$52.6M———
Aptus Capital Advisors, LLC
N/A—121,261-121,261-100%$52.5M———
Allstate Corp
N/A—119,782-119,782-100%$51.9M———
Groupe la Francaise
N/A—118,568-118,568-100%$51.4M———
Omers Administration Corp
N/A—115,762-115,762-100%$50.2M———
Manchester Global Management (UK) Ltd
N/A—115,720-115,720-100%$50.1M———
Harvest Portfolios Group Inc.
N/A—115,142-115,142-100%$49.9M———
Peak6 LLC
N/A—114,453-114,453-100%$49.6M———
Summit Partners Public Asset Management, LLC
N/A—114,000-114,000-100%$49.4M———
Heron Bay Capital Management
N/A—111,977-111,977-100%$48.5M———
Hancock Whitney Corp
N/A—111,784-111,784-100%$48.4M———
Mizuho Markets Americas LLC
N/A—111,532-111,532-100%$48.3M———
Winmill & Co. Inc
N/A—109,000-109,000-100%$47.2M———
Envestnet Portfolio Solutions, Inc.
N/A—108,335-108,335-100%$46.9M———
Renaissance Group LLC
N/A—108,197-108,197-100%$46.9M———
M&T Bank Corp
N/A—107,063-107,063-100%$46.4M———
Groupama Asset Managment
N/A—106,402-106,402-100%$44.0M———
Systematic Alpha Investments, LLC
N/A—104,380-104,380-100%$45.2M———
Horizon Investments, LLC
N/A—103,722-103,722-100%$44.9M———
Canada Post Corp Registered Pension Plan
N/A—103,446-103,446-100%$44.8M———
Tower Bridge Advisors
N/A—103,392-103,392-100%$44.8M———
William Blair Investment Management, LLC
N/A—102,273-102,273-100%$44.3M———
Daiichi Life Insurance Co., Ltd.
N/A—101,583-101,583-100%$44.0M———
OFI Invest Asset Management
N/A—99,512-99,512-100%$38.3M———
Miller Capital Partners, Inc.
N/A—99,440-99,440-100%$43.1M———
Teachers Retirement System of the State of Kentucky
N/A—98,921-98,921-100%$42.9M———
Cozad Asset Management Inc
N/A—98,204-98,204-100%$42.6M———
Mizuho Securities USA LLC
N/A—97,905-97,905-100%$42.4M———
Ardmore Road Asset Management LP
N/A—97,000-97,000-100%$42.0M———
BLI - Banque de Luxembourg Investments
N/A—97,000-97,000-100%$39.9M———
Benjamin Edwards Inc
N/A—95,651-95,651-100%$41.5M———
Whittier Trust Co of Nevada Inc
N/A—95,284-95,284-100%$31.1M———
Verition Fund Management LLC
N/A—94,444-94,444-100%$40.9M———
Triglav Investments, D.O.O.
N/A—94,115-94,115-100%$40.8M———
Waverly Advisors, LLC
N/A—93,909-93,909-100%$40.7M———
Fiduciary Trust Co
N/A—92,938-92,938-100%$40.3M———
Private Advisor Group, LLC
N/A—89,919-89,919-100%$39.0M———
Zweig-DiMenna Associates LLC
N/A—88,966-88,966-100%$38.6M———
Saudi Central Bank
N/A—87,414-87,414-100%$37.9M———
Laffer Tengler Investments, Inc.
N/A—86,857-86,857-100%$37.6M———
Taylor Hoffman Capital Management LLC
N/A—86,261-86,261-100%$37.4M———
Orion Porfolio Solutions, LLC
N/A—85,197-85,197-100%$36.9M———
Baldwin Investment Management, LLC
N/A—85,114-85,114-100%$36.9M———
LBP AM SA
N/A—84,420-84,420-100%$36.6M———
Advisors Capital Management, LLC
N/A—84,207-84,207-100%$36.5M———
LMR Partners LLP
N/A—82,869-82,869-100%$35.9M———
Picton Mahoney Asset Management
N/A—79,533-79,533-100%$34.5M———
Kentucky Retirement Systems
N/A—79,266-79,266-100%$34.3M———
Intech Investment Management LLC
N/A—77,857-77,857-100%$33.7M———
Beacon Pointe Advisors, LLC
N/A—77,136-77,136-100%$33.4M———
Advisors Asset Management, Inc.
N/A—75,962-75,962-100%$32.9M———
Employees Retirement System of Texas
N/A—75,560-75,560-100%$32.7M———
Merit Financial Group, LLC
N/A—75,266-75,266-100%$32.6M———
Vestcor Inc
N/A—74,840-74,840-100%$32.4M———
United Capital Financial Advisors, LLC
N/A—74,789-74,789-100%$32.4M———
South Dakota Investment Council
N/A—74,624-74,624-100%$32.3M———
Van Hulzen Asset Management, LLC
N/A—72,928-72,928-100%$31.6M———
Tiaa Wealth Investment Management LLC
N/A—72,688-72,688-100%$31.5M———
Institute for Wealth Management, Llc.
N/A—72,370-72,370-100%$31.4M———
Fred Alger Management, LLC
N/A—70,721-70,721-100%$30.7M———
Parallax Volatility Advisers, L.P.
N/A—70,231-70,231-100%$30.4M———
Lester Murray Antman dba SimplyRich
N/A—70,136-70,136-100%$1.4M———
Westerkirk Capital Inc.
N/A—69,320-69,320-100%$30.0M———
Commerce Bank
N/A—68,997-68,997-100%$29.9M———
Tower Research Capital LLC (TRC)
N/A—68,548-68,548-100%$29.7M———
Sequoia Financial Advisors, LLC
N/A—67,276-67,276-100%$29.2M———
Lombard Odier Asset Management (Switzerland) SA
N/A—66,681-66,681-100%$28.9M———
Impax Asset Management Group plc
N/A—66,443-66,443-100%$28.8M———
11 Capital Partners LP
N/A—65,290-65,290-100%$28.3M———
Proem Advisors LLC
N/A—65,000-65,000-100%$28.2M———
Science & Technology Partners, L.P.
N/A—64,913-64,913-100%$28.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—64,446-64,446-100%$27.9M———
Integrated Wealth Concepts LLC
N/A—63,727-63,727-100%$27.6M———
NS Partners Ltd
N/A—63,560-63,560-100%$27.5M———
MidFirst Bank
N/A—63,391-63,391-100%$27.5M———
Freestone Grove Partners LP
N/A—62,801-62,801-100%$27.2M———
Westwood Holdings Group Inc
N/A—62,290-62,290-100%$27.0M———
Caprock Group, LLC
N/A—60,723-60,723-100%$26.3M———
Rench Wealth Management, Inc.
N/A—60,262-60,262-100%$26.1M———
Marsico Capital Management LLC
N/A—59,204-59,204-100%$25.7M———
Boothbay Fund Management, LLC
N/A—58,986-58,986-100%$25.6M———
UMB Bank, n.a.
N/A—58,708-58,708-100%$25.4M———
SIH Partners, Lllp
N/A—58,341-58,341-100%$25.3M———
Arvest Bank Trust Division
N/A—58,319-58,319-100%$25.3M———
Danica Pension, Livsforsikringsaktieselskab
N/A—58,037-58,037-100%$25.1M———
Monolith Management Ltd
N/A—57,100-57,100-100%$24.7M———
Fort Sheridan Advisors LLC
N/A—56,762-56,762-100%$24.6M———
Amica Mutual Insurance Co
N/A—56,569-56,569-100%$24.5M———
Ameritas Investment Partners, Inc.
N/A—56,086-56,086-100%$24.3M———
Foundations Investment Advisors, LLC
N/A—55,439-55,439-100%$24.0M———
River Wealth Advisors LLC
N/A—55,083-55,083-100%$23.9M———
EP Wealth Advisors, LLC
N/A—54,320-54,320-100%$23.5M———
Banque Cantonale Vaudoise
N/A—53,467-53,467-100%$23.2M———
Horizon Investment Services, LLC
N/A—53,449-53,449-100%$23.2M———
Ballentine Partners, LLC
N/A—53,012-53,012-100%$23.0M———
Nishkama Capital, LLC
N/A—52,980-52,980-100%$23.0M———
Siemens Fonds Invest GmbH
N/A—52,745-52,745-100%$22.9M———
First Manhattan Co. Llc.
N/A—52,227-52,227-100%$22.6M———
E20 Capital Ltd
N/A—51,894-51,894-100%$22.5M———
Texas Capital Bank Wealth Management Services Inc
N/A—51,587-51,587-100%$22.4M———
Sculptor Capital LP
N/A—51,200-51,200-100%$22.2M———
Metis Global Partners, LLC
N/A—50,719-50,719-100%$22.0M———
Summit Street Capital Management, LLC
N/A—50,428-50,428-100%$21.9M———
Capital Wealth Planning, LLC
N/A—50,366-50,366-100%$21.8M———
Summit Trail Advisors, LLC
N/A—50,141-50,141-100%$21.7M———
Maytus Capital Management, LLC
N/A—50,000-50,000-100%$21.7M———
Apriem Advisors
N/A—49,571-49,571-100%$21.5M———
Voleon Capital Management LP
N/A—49,552-49,552-100%$21.5M———
Arax Advisory Partners
N/A—49,337-49,337-100%$21.4M———
Clark Capital Management Group, Inc.
N/A—49,100-49,100-100%$21.3M———
Morton Community Bank
N/A—49,066-49,066-100%$21.3M———
Sienna Gestion
N/A—49,012-49,012-100%$20.4M———
Principal Securities, Inc.
N/A—47,326-47,326-100%$20.5M———
Titan Investment Solutions Ltd
N/A—46,861-46,861-100%$20.3M———
Vega Investment Solutions
N/A—46,551-46,551-100%$19.4M———
Johnson Financial Group, Inc.
N/A—46,493-46,493-100%$20.2M———
Platinum Investment Management LTD
N/A—46,439-46,439-100%$20.1M———
Empirical Finance, LLC
N/A—46,390-46,390-100%$20.1M———
Rodgers Brothers Inc.
N/A—46,200-46,200-100%$20.0M———
Independent Advisor Alliance
N/A—45,610-45,610-100%$19.8M———
Spirepoint Private Client, LLC
N/A—45,202-45,202-100%$19.6M———
Abacus FCF Advisors LLC
N/A—45,031-45,031-100%$19.5M———
Trexquant Investment LP
N/A—44,948-44,948-100%$19.5M———
OAK Associates LTD
N/A—44,821-44,821-100%$19.4M———
Tudor Investment Corp ET AL
N/A—44,412-44,412-100%$19.2M———
Strategic Global Advisors, LLC
N/A—44,352-44,352-100%$19.2M———
Duquesne Family Office LLC
N/A—43,600-43,600-100%$18.9M———
Mubadala Investment Co Pjsc
N/A—43,527-43,527-100%$18.9M———
Argent Trust Co
N/A—43,353-43,353-100%$18.8M———
EFG International AG
N/A—43,193-43,193-100%$18.7M———
Bleakley Financial Group, LLC
N/A—43,112-43,112-100%$18.7M———
Knollwood Investment Advisory, LLC
N/A—43,074-43,074-100%$18.7M———
Pincus Capital Management, LP
N/A—42,937-42,937-100%$18.6M———
Meeder Advisory Services, Inc.
N/A—42,909-42,909-100%$18.6M———
Cresset Asset Management, LLC
N/A—42,480-42,480-100%$18.4M———
Eurizon SLJ Capital Ltd
N/A—42,462-42,462-100%$18.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—42,247-42,247-100%$18.3M———
Himension Capital (Singapore) Pte. Ltd.
N/A—42,214-42,214-100%$18.3M———
Ibex Wealth Advisors
N/A—42,175-42,175-100%$18.3M———
Entropy Technologies, LP
N/A—41,853-41,853-100%$18.1M———
Meeder Asset Management Inc
N/A—41,381-41,381-100%$17.9M———
CSM Advisors, LLC
N/A—41,199-41,199-100%$17.9M———
Martingale Asset Management L P
N/A—41,095-41,095-100%$17.8M———
Pine Valley Investments Ltd Liability Co
N/A—40,793-40,793-100%$17.7M———
Capital Advisors Inc
N/A—40,347-40,347-100%$17.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—40,096-40,096-100%$17.4M———
Brown Brothers Harriman & Co
N/A—40,030-40,030-100%$17.3M———
Telemark Asset Management, LLC
N/A—40,000-40,000-100%$17.3M———
Osmosis Investment Management UK Ltd
N/A—39,850-39,850-100%$17.3M———
NatWest Group plc
N/A—39,262-39,262-100%$17.0M———
Simmons Bank
N/A—39,171-39,171-100%$17.0M———
FAS Wealth Partners, Inc.
N/A—38,804-38,804-100%$16.8M———
Emerald Investment Advisers, LLC
N/A—38,724-38,724-100%$16.8M———
Brentview Investment Management LLC
N/A—38,507-38,507-100%$16.7M———
Proficio Capital Partners LLC
N/A—38,496-38,496-100%$16.7M———
Northwest Bancshares, Inc.
N/A—37,818-37,818-100%$16.4M———
Mufg Securities Americas Inc.
N/A—37,665-37,665-100%$16.3M———
Blair William & Co
N/A—37,565-37,565-100%$16.3M———
Nikulski Financial, Inc.
N/A—37,508-37,508-100%$16.3M———
Diversified Trust Co
N/A—37,268-37,268-100%$16.1M———
Intrust Bank NA
N/A—36,854-36,854-100%$16.0M———
Evolve Private Wealth, LLC
N/A—36,784-36,784-100%$15.9M———
Silvercrest Asset Management Group LLC
N/A—36,381-36,381-100%$15.8M———
Loomis Sayles & Co L P
N/A—36,313-36,313-100%$15.7M———
Curi Capital, LLC
N/A—35,923-35,923-100%$15.6M———
Cetera Trust Company, N.a
N/A—35,810-35,810-100%$15.5M———
Callan Family Office, LLC
N/A—35,777-35,777-100%$15.5M———
Parkwood LLC
N/A—35,512-35,512-100%$15.4M———
Monetary Management Group Inc
N/A—35,380-35,380-100%$15.3M———
Birchview Capital, LP
N/A—35,000-35,000-100%$15.2M———
Crown Advisors Management, Inc.
N/A—35,000-35,000-100%$15.2M———
Navellier & Associates Inc
N/A—34,600-34,600-100%$15.0M———
Balyasny Asset Management L.P.
N/A—34,501-34,501-100%$15.0M———
Strategic Financial Services, Inc.
N/A—34,437-34,437-100%$14.9M———
Ithaka Group LLC
N/A—34,100-34,100-100%$14.8M———
Savant Capital, LLC
N/A—33,969-33,969-100%$14.3M———
Totem Point Management, LLC
N/A—33,914-33,914-100%$14.7M———
Barometer Capital Management Inc.
N/A—33,690-33,690-100%$14.6M———
Securian Asset Management, Inc
N/A—33,270-33,270-100%$10.4M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—32,894-32,894-100%$14.3M———
Smartleaf Asset Management LLC
N/A—32,736-32,736-100%$13.5M———
Webster Bank, N. A.
N/A—31,615-31,615-100%$13.7M———
Renaissance Technologies LLC
N/A—31,600-31,600-100%$13.7M———
Paradiem, LLC
N/A—31,520-31,520-100%$13.7M———
NWK Group, Inc.
N/A—31,378-31,378-100%$13.6M———
L & S Advisors Inc
N/A—31,320-31,320-100%$13.6M———
Tiptree Advisors, LLC
N/A—31,300-31,300-100%$13.6M———
Virtu Financial LLC
N/A—31,170-31,170-100%$13.5M———
Melqart Asset Management (UK) Ltd
N/A—30,961-30,961-100%$13.4M———
Two Sigma Securities, LLC
N/A—30,889-30,889-100%$13.4M———
Ossiam
N/A—30,879-30,879-100%$13.4M———
Ravenswood Partners LP
N/A—30,741-30,741-100%$13.3M———
Vestmark Advisory Solutions, Inc.
N/A—30,182-30,182-100%$13.1M———
Morningstar Investment Management LLC
N/A—30,005-30,005-100%$6.4M———
Alight Capital Management LP
N/A—30,000-30,000-100%$13.0M———
LSV Asset Management
N/A—29,905-29,905-100%$13.0M———
Polymer Capital Management (HK) LTD
N/A—29,776-29,776-100%$12.9M———
Cornerstone Select Advisors, LLC
N/A—29,766-29,766-100%$12.9M———
Wahed Invest LLC
N/A—29,743-29,743-100%$12.9M———
Brown Advisory Inc
N/A—29,397-29,397-100%$12.7M———
TCW Group Inc
N/A—29,261-29,261-100%$12.7M———
Camarda Financial Advisors, LLC
N/A—29,136-29,136-100%$12.6M———
FourThought Financial Partners, LLC
N/A—28,829-28,829-100%$12.5M———
Stephens Inc
N/A—28,696-28,696-100%$12.4M———
Leavell Investment Management, Inc.
N/A—28,449-28,449-100%$12.3M———
Global Retirement Partners, LLC
N/A—28,065-28,065-100%$12.2M———
Kovack Advisors, Inc.
N/A—27,779-27,779-100%$11.7M———
one8zero8, LLC
N/A—27,540-27,540-100%$11.9M———
Bluespring Wealth Management, LLC
N/A—27,194-27,194-100%$11.8M———
Summit Financial, LLC
N/A—27,168-27,168-100%$11.8M———
Level Four Advisory Services, LLC
N/A—26,525-26,525-100%$11.5M———
Caisse DES Depots ET Consignations
N/A—26,354-26,354-100%$11.4M———
Heritage Trust Co
N/A—26,063-26,063-100%$11.3M———
Emmett Investment Management, LP
N/A—26,050-26,050-100%$10.2M———
Pinnacle Financial Partners, Inc.
N/A—25,583-25,583-100%$11.1M———
Community Bank, N.A.
N/A—25,457-25,457-100%$11.0M———
Insight Holdings Group, LLC
N/A—25,430-25,430-100%$11.0M———
Hel Ved Capital Management Ltd
N/A—25,324-25,324-100%$11.0M———
Private Advisory Group LLC
N/A—25,178-25,178-100%$10.9M———
Empower Advisory Group, LLC
N/A—25,040-25,040-100%$10.9M———
Needham Investment Management LLC
N/A—25,000-25,000-100%$10.8M———
Clearstead Advisors, LLC
N/A—24,748-24,748-100%$10.7M———
First American Trust, FSB
N/A—24,610-24,610-100%$10.7M———
Foster & Motley Inc
N/A—24,454-24,454-100%$10.6M———
Nicholas Investment Partners, LP
N/A—24,295-24,295-100%$10.5M———
Frec Markets, Inc.
N/A—24,231-24,231-100%$10.5M———
SVB Wealth LLC
N/A—23,695-23,695-100%$10.3M———
Johnson Investment Counsel Inc
N/A—23,643-23,643-100%$10.2M———
Thoroughbred Financial Services, LLC
N/A—23,376-23,376-100%$10.1M———
Focus Partners Advisor Solutions, LLC
N/A—23,233-23,233-100%$10.1M———
L2 Asset Management, LLC
N/A—23,182-23,182-100%$10.0M———
New Age Alpha Advisors, LLC
N/A—23,178-23,178-100%$10.0M———
Great Valley Advisor Group, Inc.
N/A—23,053-23,053-100%$10.0M———
Bay Rivers Group
N/A—22,979-22,979-100%$10.0M———
Runnymede Capital Advisors, Inc.
N/A—22,750-22,750-100%$9.9M———
CCM Investment Advisers LLC
N/A—22,710-22,710-100%$9.8M———
Lighthouse Investment Partners, LLC
N/A—22,698-22,698-100%$9.8M———
Morse Asset Management, Inc
N/A—22,591-22,591-100%$9.8M———
Westpac Banking Corp
N/A—22,531-22,531-100%$9.8M———
American Trust Investment Advisors, LLC
N/A—22,444-22,444-100%$9.7M———
Resources Management Corp
N/A—22,432-22,432-100%$9.7M———
Thames Capital Management LLC
N/A—22,365-22,365-100%$9.7M———
M. Kulyk & Associates, LLC
N/A—22,260-22,260-100%$9.6M———
Twin Capital Management Inc
N/A—22,162-22,162-100%$9.6M———
Stratos Investment Management, LLC
N/A—22,090-22,090-100%$9.6M———
Evelyn Partners Group Ltd
N/A—21,837-21,837-100%$9.5M———
Circle Wealth Management, LLC
N/A—21,740-21,740-100%$9.4M———
Cary Street Partners Financial LLC
N/A—21,689-21,689-100%$9.4M———
Marshall Financial Group, LLC
N/A—21,674-21,674-100%$9.4M———
Dakota Wealth Management
N/A—21,598-21,598-100%$9.4M———
Wood Tarver Financial Group, LLC
N/A—21,584-21,584-100%$9.4M———
Deepwater Asset Management, LLC
N/A—20,915-20,915-100%$9.1M———
CreativeOne Wealth, LLC
N/A—20,830-20,830-100%$9.0M———
Syon Capital LLC
N/A—20,792-20,792-100%$9.0M———
World Investment Advisors
N/A—20,753-20,753-100%$5.0M———
Chilton Investment Co Inc.
N/A—20,704-20,704-100%$9.0M———
Equitable Holdings, Inc.
N/A—20,704-20,704-100%$9.0M———
Icici Prudential Asset Management Co Ltd
N/A—20,681-20,681-100%$9.0M———
Engineers Gate Manager LP
N/A—20,668-20,668-100%$9.0M———
Liontrust Investment Partners LLP
N/A—20,603-20,603-100%$8.9M———
Peregrine Asset Advisers, Inc.
N/A—20,493-20,493-100%$8.9M———
Benchmark Investment Advisors LLC
N/A—20,378-20,378-100%$8.8M———
Thornburg Investment Management Inc
N/A—20,299-20,299-100%$8.8M———
Denali Advisors LLC
N/A—20,139-20,139-100%$8.7M———
Arini Capital Management Ltd
N/A—20,000-20,000-100%$8.7M———
Marble Harbor Investment Counsel, LLC
N/A—19,925-19,925-100%$8.6M———
Mainstay Capital Management LLC
N/A—19,851-19,851-100%$8.6M———
SIG Brokerage, LP
N/A—19,841-19,841-100%$8.6M———
Advisory Research Inc
N/A—19,824-19,824-100%$8.6M———
Concentric Capital Strategies, LP
N/A—19,506-19,506-100%$8.5M———
MWA Asset Management
N/A—19,405-19,405-100%$8.4M———
IHT Wealth Management, LLC
N/A—19,185-19,185-100%$8.3M———
Sound View Wealth Advisors Group, LLC
N/A—19,163-19,163-100%$8.3M———
LGT Fund Management Co Ltd.
N/A—19,161-19,161-100%$8.3M———
Baader Bank Aktiengesellschaft
N/A—19,087-19,087-100%$8.3M———
Mutual Advisors, LLC
N/A—19,057-19,057-100%$8.3M———
Moors & Cabot, Inc.
N/A—18,910-18,910-100%$8.2M———
AssuredPartners Investment Advisors, LLC
N/A—18,726-18,726-100%$8.1M———
Savvy Advisors, Inc.
N/A—18,652-18,652-100%$8.1M———
Trustmark Bank Trust Department
N/A—18,524-18,524-100%$8.0M———
Sphera Funds Management Ltd.
N/A—18,470-18,470-100%$8.0M———
Marietta Investment Partners LLC
N/A—18,374-18,374-100%$8.0M———
ExodusPoint Capital Management, LP
N/A—18,328-18,328-100%$7.9M———
Tocqueville Asset Management L.P.
N/A—18,240-18,240-100%$7.9M———
ABN Amro Bank N.V.
N/A—18,205-18,205-100%$7.9M———
Catalyst Funds Management Pty Ltd
N/A—18,202-18,202-100%$7.9M———
Kane Investment Management, Inc.
N/A—17,947-17,947-100%$7.8M———
WealthShield Partners, LLC
N/A—17,906-17,906-100%$7.8M———
XTX Topco Ltd
N/A—17,750-17,750-100%$7.7M———
Ameritas Advisory Services, LLC
N/A—17,704-17,704-100%$7.7M———
One Charles Private Wealth Services, LLC
N/A—17,526-17,526-100%$7.6M———
Lcnb Corp
N/A—17,506-17,506-100%$7.6M———
Howard Hughes Medical Institute
N/A—17,396-17,396-100%$7.5M———
Quest Investment Management LLC
N/A—17,329-17,329-100%$7.5M———
Socorro Asset Management LP
N/A—17,291-17,291-100%$7.5M———
Icon Wealth Advisors, LLC
N/A—17,050-17,050-100%$7.4M———
Insigneo Advisory Services, LLC
N/A—16,988-16,988-100%$7.4M———
J. Stern & Co. LLP
N/A—16,789-16,789-100%$7.3M———
Coastal Bridge Advisors, LLC
N/A—16,697-16,697-100%$7.2M———
Klcm Advisors, Inc.
N/A—16,590-16,590-100%$7.2M———
Hillsdale Investment Management Inc.
N/A—16,530-16,530-100%$7.2M———
Meiji Yasuda Asset Management Co Ltd.
N/A—16,477-16,477-100%$7.1M———
Florida Financial Advisors, LLC
N/A—16,285-16,285-100%$7.1M———
Wealth Alliance, LLC
N/A—16,210-16,210-100%$7.0M———
Brevan Howard Capital Management LP
N/A—16,077-16,077-100%$6.9M———
Pure Financial Advisors, LLC
N/A—15,874-15,874-100%$6.9M———
Meiji Yasuda Life Insurance Co
N/A—15,832-15,832-100%$6.9M———
Tradition Wealth Management, LLC
N/A—15,791-15,791-100%$6.8M———
SGL Investment Advisors, Inc.
N/A—15,749-15,749-100%$4.8M———
Security National Bank of Sioux City Iowa
N/A—15,734-15,734-100%$6.8M———
Ostrum Asset Management
N/A—15,698-15,698-100%$6.8M———
PCM Encore, LLC
N/A—15,518-15,518-100%$6.7M———
Guardian Capital LP
N/A—15,311-15,311-100%$6.6M———
Arete Wealth Advisors, LLC
N/A—15,267-15,267-100%$6.6M———
Cercano Management LLC
N/A—15,110-15,110-100%$6.5M———
Family Manage LLC
N/A—15,098-15,098-100%$6.5M———
Mattson Financial Services, LLC
N/A—15,073-15,073-100%$4.8M———
Grand Alliance Asset Management Ltd
N/A—15,000-15,000-100%$6.5M———
Smithfield Trust Co
N/A—14,966-14,966-100%$6.5M———
Seeds Investor LLC
N/A—14,960-14,960-100%$6.5M———
Coastwise Capital Group, LLC
N/A—14,954-14,954-100%$6.5M———
Precision Wealth Strategies, LLC
N/A—14,907-14,907-100%$6.5M———
BankPlus Trust Department
N/A—14,744-14,744-100%$6.4M———
Cloverfields Capital Group, LP
N/A—14,712-14,712-100%$6.4M———
Bridgeway Capital Management, LLC
N/A—14,640-14,640-100%$6.3M———
Checchi Capital Advisers, LLC
N/A—14,524-14,524-100%$6.3M———
Stokes Family Office, LLC
N/A—14,133-14,133-100%$6.1M———
Snowden Capital Advisors LLC
N/A—14,121-14,121-100%$6.1M———
OneDigital Investment Advisors LLC
N/A—14,099-14,099-100%$6.1M———
Sound Capital Solutions LLC
N/A—14,010-14,010-100%$6.1M———
Optimize Financial Inc.
N/A—14,010-14,010-100%$6.1M———
J. Goldman & Co LP
N/A—13,975-13,975-100%$6.1M———
Anchor Bay Capital, Inc.
N/A—13,929-13,929-100%$4.3M———
Qtron Investments LLC
N/A—13,849-13,849-100%$6.0M———
Hudson Bay Capital Management LP
N/A—13,812-13,812-100%$6.0M———
Darwin Wealth Management, LLC
N/A—13,707-13,707-100%$5.9M———
Destination Wealth Management
N/A—13,692-13,692-100%$5.9M———
Glen Eagle Advisors, LLC
N/A—13,689-13,689-100%$5.9M———
White Knight Strategic Wealth Advisors, LLC
N/A—13,624-13,624-100%$5.9M———
Fidelis Capital Partners, LLC
N/A—13,621-13,621-100%$5.9M———
Swan Global Investments, LLC
N/A—13,617-13,617-100%$5.9M———
Anson Funds Management LPA
N/A—13,500-13,500-100%$5.8M———
Alta Wealth Advisors LLC
N/A—13,315-13,315-100%$5.8M———
Oversea-Chinese Banking Corp Ltd
N/A—13,216-13,216-100%$5.6M———
Wealthspire Advisors, LLC
N/A—13,108-13,108-100%$5.7M———
Fort Point Capital Partners LLC
N/A—13,042-13,042-100%$5.7M———
ARP Global Capital Ltd
N/A—13,020-13,020-100%$5.6M———
Kultura Capital Management LP
N/A—12,880-12,880-100%$5.6M———
Nicolet Bankshares Inc
N/A—12,820-12,820-100%$5.1M———
Regal Investment Advisors LLC
N/A—12,758-12,758-100%$5.5M———
Roundview Capital LLC
N/A—12,715-12,715-100%$5.5M———
LOM Asset Management Ltd
N/A—12,650-12,650-100%$5.5M———
Brendel Financial Advisors LLC
N/A—12,511-12,511-100%$5.4M———
Cumberland Partners Ltd
N/A—12,500-12,500-100%$5.4M———
Snowwater Investment Partners, LLC
N/A—12,448-12,448-100%$5.4M———
Zions Bancorporation, National Association
N/A—12,396-12,396-100%$5.4M———
Williamson Legacy Group, LLC
N/A—12,303-12,303-100%$5.3M———
Landscape Capital Management, L.L.C.
N/A—12,271-12,271-100%$5.3M———
Compass Capital Corp
N/A—12,265-12,265-100%$3.8M———
Atlas Capital Advisors Inc.
N/A—12,239-12,239-100%$5.3M———
Choate Investment Advisors
N/A—12,144-12,144-100%$5.3M———
Alerus Financial NA
N/A—12,042-12,042-100%$5.2M———
Boxwood Ventures, Inc.
N/A—11,990-11,990-100%$5.2M———
Night Squared LP
N/A—11,970-11,970-100%$5.2M———
GeoWealth Management, LLC
N/A—11,802-11,802-100%$5.1M———
Henson-Edgewater Management, LLC
N/A—11,744-11,744-100%$3.8M———
Napean Trading & Investment Co (Singapore) PTE Ltd
N/A—11,669-11,669-100%$5.1M———
Werba Rubin Papier Wealth Management
N/A—11,607-11,607-100%$5.0M———
RWA Wealth Partners, LLC
N/A—11,550-11,550-100%$5.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—11,498-11,498-100%$5.0M———
Sumitomo Life Insurance Co
N/A—11,458-11,458-100%$5.0M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—11,311-11,311-100%$4.9M———
Ark Wealth Advisors LLC
N/A—11,257-11,257-100%$4.9M———
Dorsey & Whitney Trust Co LLC
N/A—11,128-11,128-100%$4.8M———
Bannerstone Capital Management, LLC
N/A—11,087-11,087-100%$4.8M———
Accent Capital Management, LLC
N/A—10,978-10,978-100%$4.8M———
Neo Ivy Capital Management
N/A—10,905-10,905-100%$4.7M———
Strategic Investment Advisors / MI
N/A—10,899-10,899-100%$4.7M———
Algert Global LLC
N/A—10,855-10,855-100%$4.7M———
BNP Paribas
N/A—10,795-10,795-100%$4.6M———
Hilltop Holdings Inc.
N/A—10,788-10,788-100%$4.7M———
Stance Capital LLC
N/A—10,677-10,677-100%$4.6M———
Mokan Wealth Management Inc.
N/A—10,653-10,653-100%$4.6M———
F/m Investments LLC
N/A—10,494-10,494-100%$4.5M———
Range Advisory, LLC
N/A—10,463-10,463-100%$4.5M———
WCG Wealth Advisors LLC
N/A—10,398-10,398-100%$4.5M———
Rothschild Investment LLC
N/A—10,377-10,377-100%$4.5M———
Lathrop Investment Management Co
N/A—10,338-10,338-100%$4.5M———
Bull Harbor Capital LLC
N/A—10,334-10,334-100%$4.5M———
BSW Wealth Partners
N/A—10,210-10,210-100%$4.4M———
Naviter Wealth, LLC
N/A—10,061-10,061-100%$4.4M———
Ardsley Advisory Partners LP
N/A—10,000-10,000-100%$4.3M———
Silvant Capital Management LLC
N/A—9,936-9,936-100%$4.3M———
Security National Bank of SO DAK
N/A—9,900-9,900-100%$4.3M———
Sciencast Management LP
N/A—9,769-9,769-100%$4.2M———
Marex Group Ltd
N/A—9,685-9,685-100%$4.2M———
Western Wealth Management, LLC
N/A—9,684-9,684-100%$4.2M———
Avenir Tech Ltd
N/A—9,618-9,618-100%$4.2M———
Legacy Financial Advisors, Inc.
N/A—9,613-9,613-100%$4.2M———
Belpointe Asset Management LLC
N/A—9,570-9,570-100%$4.1M———
Atom Investors LP
N/A—9,535-9,535-100%$4.1M———
Rehmann Capital Advisory Group
N/A—9,408-9,408-100%$4.1M———
Havemeyer Place LP
N/A—9,375-9,375-100%$4.1M———
Karani Asset Management LLC
N/A—9,330-9,330-100%$4.0M———
Systematic Financial Management LP
N/A—9,300-9,300-100%$4.0M———
Centaurus Financial, Inc.
N/A—9,262-9,262-100%$4.0M———
Truvestments Capital LLC
N/A—9,254-9,254-100%$4.0M———
LGT Group Foundation
N/A—9,187-9,187-100%$4.0M———
Decatur Capital Management, Inc.
N/A—9,160-9,160-100%$4.0M———
Itau Unibanco Holding S.A.
N/A—9,000-9,000-100%$3.9M———
Red Door Wealth Management, LLC
N/A—8,979-8,979-100%$3.9M———
O'Neil Global Advisors, Inc.
N/A—8,931-8,931-100%$3.9M———
Quantum Portfolio Management LLC
N/A—8,926-8,926-100%$3.9M———
CIM Investment Management Inc
N/A—8,884-8,884-100%$3.8M———
First Commonwealth Financial Corp
N/A—8,881-8,881-100%$3.8M———
Persistent Asset Partners Ltd
N/A—8,824-8,824-100%$3.8M———
Venturi Wealth Management, LLC
N/A—8,823-8,823-100%$3.8M———
Virtus Advisers, LLC
N/A—8,797-8,797-100%$3.8M———
Goldstream Capital Management Ltd
N/A—8,772-8,772-100%$3.8M———
Freestone Capital Holdings, LLC
N/A—8,631-8,631-100%$3.7M———
Keel Point, LLC
N/A—8,581-8,581-100%$3.7M———
TFR Capital, Llc.
N/A—8,569-8,569-100%$3.7M———
Jain Global LLC
N/A—8,562-8,562-100%$3.7M———
Edmond de Rothschild Holding S.A.
N/A—8,541-8,541-100%$3.7M———
Peapack Gladstone Financial Corp
N/A—8,539-8,539-100%$3.7M———
Kera Capital Partners, Inc.
N/A—8,467-8,467-100%$3.7M———
Gladstone Institutional Advisory LLC
N/A—8,459-8,459-100%$3.7M———
Buckley Wealth Management, LLC
N/A—8,432-8,432-100%$3.7M———
AXQ Capital, LP
N/A—8,333-8,333-100%$3.6M———
BFC Planning, Inc.
N/A—8,287-8,287-100%$3.6M———
Armistice Capital, LLC
N/A—8,283-8,283-100%$3.6M———
Kesler, Norman & Wride, LLC
N/A—8,239-8,239-100%$3.6M———
One Capital Management, LLC
N/A—8,229-8,229-100%$1.8M———
Schonfeld Strategic Advisors LLC
N/A—8,223-8,223-100%$3.6M———
Madison Wealth Partners, Inc
N/A—8,172-8,172-100%$3.5M———
Graham Capital Management, L.P.
N/A—8,037-8,037-100%$3.5M———
Thomasville National Bank
N/A—8,000-8,000-100%$3.5M———
Sphera Management Technology Funds Ltd
N/A—8,000-8,000-100%$3.5M———
Earned Wealth Advisors, LLC
N/A—7,956-7,956-100%$3.4M———
Pallas Capital Advisors LLC
N/A—7,916-7,916-100%$3.4M———
Strathmore Capital Advisors, Inc.
N/A—7,903-7,903-100%$2.5M———
Laraway Financial Advisors Inc
N/A—7,900-7,900-100%$3.4M———
Gamco Investors, Inc. ET AL
N/A—7,869-7,869-100%$3.4M———
Jackson Wealth Management, LLC
N/A—7,815-7,815-100%$3.4M———
Stoneridge Investment Partners LLC
N/A—7,770-7,770-100%$2.3K———
Phoenix Financial Ltd.
N/A—7,749-7,749-100%$3.4M———
Planning Alternatives LTD
N/A—7,747-7,747-100%$3.4M———
WIN Advisors, Inc
N/A—7,717-7,717-100%$3.3M———
Holderness Investments Co
N/A—7,709-7,709-100%$3.3M———
Wallace Hart LLC
N/A—7,659-7,659-100%$3.3M———
Wellington Grp LLC
N/A—7,632-7,632-100%$3.3M———
Catalyst Financial Partners LLC
N/A—7,605-7,605-100%$3.3M———
Harbour Investments, Inc.
N/A—7,562-7,562-100%$3.3M———
McLaughlin Asset Management, Inc.
N/A—7,381-7,381-100%$3.2M———
Nan Shan Life Insurance Co., Ltd.
N/A—7,338-7,338-100%$3.2M———
Hardy Reed LLC
N/A—7,321-7,321-100%$3.2M———
CNB Bank
N/A—7,293-7,293-100%$3.2M———
Becker Capital Management Inc
N/A—7,265-7,265-100%$3.2M———
Elm Partners Management LLC
N/A—7,264-7,264-100%$3.1M———
Sompo Asset Management Co., Ltd.
N/A—7,260-7,260-100%$3.1M———
Alesco Advisors, LLC, An ESL Co
N/A—7,201-7,201-100%$3.1M———
PFG Investments, LLC
N/A—7,167-7,167-100%$3.1M———
Silver OAK Securities, Incorporated
N/A—7,122-7,122-100%$3.1M———
Avanda Investment Management Pte. Ltd.
N/A—7,100-7,100-100%$3.1M———
Alpine Woods Capital Investors, LLC
N/A—7,082-7,082-100%$3.1M———
Allianz SE
N/A—7,072-7,072-100%$3.1M———
First Financial Bankshares Inc
N/A—7,059-7,059-100%$3.1M———
Virtus Investment Advisers, LLC
N/A—6,944-6,944-100%$3.0M———
RiverFront Investment Group, LLC
N/A—6,835-6,835-100%$3.0M———
Quent Capital, LLC
N/A—6,814-6,814-100%$3.0M———
Fayez Sarofim & Co
N/A—6,768-6,768-100%$2.9M———
Nwam LLC
N/A—6,751-6,751-100%$2.9M———
Jaffetilchin Investment Partners, LLC
N/A—6,744-6,744-100%$2.9M———
Brown Financial Advisors
N/A—6,727-6,727-100%$2.9M———
Composition Wealth, LLC
N/A—6,717-6,717-100%$2.9M———
Essex Financial Services, Inc.
N/A—6,693-6,693-100%$2.9M———
Twin Tree Management, LP
N/A—6,671-6,671-100%$2.9M———
JMN Financial LLC
N/A—6,651-6,651-100%$2.9M———
Modern Wealth Management, LLC
N/A—6,624-6,624-100%$2.9M———
Personal CFO Solutions, LLC
N/A—6,623-6,623-100%$2.9M———
Strategic Wealth Partners, Ltd.
N/A—6,594-6,594-100%$2.9M———
Fi3 Financial Advisors, LLC
N/A—6,572-6,572-100%$405.6K———
denkapparat Operations GmbH
N/A—6,550-6,550-100%$2.8M———
Keystone Financial Group
N/A—6,543-6,543-100%$2.8M———
Carr Financial Group Corp
N/A—6,512-6,512-100%$2.8M———
CVA Family Office, LLC
N/A—6,496-6,496-100%$2.8M———
Westfuller Advisors, LLC
N/A—6,468-6,468-100%$2.8M———
Quotient Wealth Partners, LLC
N/A—6,459-6,459-100%$2.8M———
Symmetry Investments LP
N/A—6,444-6,444-100%$2.8M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,439-6,439-100%$2.8M———
Waterloo Capital, L.P.
N/A—6,417-6,417-100%$2.8M———
Advyzon Investment Management, LLC
N/A—6,348-6,348-100%$2.8M———
Commerzbank Aktiengesellschaft
N/A—6,301-6,301-100%$2.7M———
Caerus Investment Advisors, LLC
N/A—6,272-6,272-100%$2.7M———
Anchor Investment Management, LLC
N/A—6,258-6,258-100%$2.7M———
Keyvantage Wealth, LLC
N/A—6,225-6,225-100%$2.7M———
GTS Securities LLC
N/A—6,093-6,093-100%$2.6M———
Guardian Wealth Advisors, LLC / NC
N/A—5,910-5,910-100%$2.6M———
Chesapeake Capital Corp
N/A—5,885-5,885-100%$2.6M———
Astoria Portfolio Advisors Llc.
N/A—5,872-5,872-100%$2.5M———
Optas, LLC
N/A—5,856-5,856-100%$2.5M———
Empirical Asset Management, LLC
N/A—5,743-5,743-100%$2.5M———
Flow Traders U.S. LLC
N/A—5,720-5,720-100%$2.5M———
Capstone Financial Advisors, Inc.
N/A—5,710-5,710-100%$2.5M———
Allium Financial Advisors, LLC
N/A—5,709-5,709-100%$2.5M———
Xcelsior Advisor Partners LLC
N/A—5,686-5,686-100%$2.5M———
HBK Sorce Advisory LLC
N/A—5,682-5,682-100%$1.7M———
Legacy Edge Advisors, LLC
N/A—5,593-5,593-100%$2.4M———
VeraBank, N.A.
N/A—5,585-5,585-100%$2.4M———
Quantbot Technologies LP
N/A—5,562-5,562-100%$2.4M———
Bridgefront Capital, LLC
N/A—5,513-5,513-100%$2.4M———
Capco Asset Management, LLC
N/A—5,486-5,486-100%$2.4M———
Pacific Point Advisors, LLC
N/A—5,467-5,467-100%$2.4M———
Centennial Bank
N/A—5,440-5,440-100%$2.4M———
Townsquare Capital LLC
N/A—5,424-5,424-100%$2.4M———
USA Financial Formulas
N/A—5,416-5,416-100%$2.3M———
Perennial Investment Advisors, LLC
N/A—5,400-5,400-100%$2.3M———
Ceeto Capital Group, LLC
N/A—5,400-5,400-100%$2.3M———
Dark Forest Capital Management LP
N/A—5,360-5,360-100%$2.3M———
Aster Capital Management (Difc) Ltd
N/A—5,280-5,280-100%$2.3M———
McLean Asset Management Corp
N/A—5,278-5,278-100%$1.5M———
Gould Capital, LLC
N/A—5,250-5,250-100%$2.3M———
Field & Main Bank
N/A—5,180-5,180-100%$2.2M———
Chase Investment Counsel Corp
N/A—5,148-5,148-100%$2.2M———
Central Asset Investments & Management Holdings (HK) Ltd
N/A—5,136-5,136-100%$2.2M———
Ariadne Wealth Management, LP
N/A—5,131-5,131-100%$2.2M———
Dynasty Wealth Management, LLC
N/A—5,107-5,107-100%$2.2M———
Northwest & Ethical Investments L.P.
N/A—5,106-5,106-100%$2.2M———
Index Technologies Group LLC
N/A—5,092-5,092-100%$2.2M———
JT Stratford LLC
N/A—5,066-5,066-100%$2.2M———
Financial Engines Advisors L.L.C.
N/A—5,046-5,046-100%$2.2M———
Old West Investment Management, LLC
N/A—5,000-5,000-100%$2.2M———
Aigen Investment Management, LP
N/A—4,956-4,956-100%$2.1M———
Evercore Wealth Management, LLC
N/A—4,944-4,944-100%$2.1M———
Fox Hill Wealth Management
N/A—4,944-4,944-100%$2.1M———
Campbell & Co Investment Adviser LLC
N/A—4,936-4,936-100%$2.1M———
Pitcairn Wealth Advisors LLC
N/A—4,934-4,934-100%$2.1M———
Drive Wealth Management, LLC
N/A—4,908-4,908-100%$2.1M———
Ausdal Financial Partners, Inc.
N/A—4,888-4,888-100%$2.1M———
Stevens Capital Management LP
N/A—4,883-4,883-100%$2.1M———
Crestmont Private Wealth LLC
N/A—4,869-4,869-100%$2.1M———
Conservest Capital Advisors, Inc.
N/A—4,841-4,841-100%$2.1M———
Prelude Capital Management, LLC
N/A—4,772-4,772-100%$2.1M———
Schnieders Capital Management, Llc.
N/A—4,739-4,739-100%$2.1M———
West Michigan Advisors, LLC
N/A—4,738-4,738-100%$2.1M———
Ninepoint Partners LP
N/A—4,728-4,728-100%$2.0M———
Skandinaviska Enskilda Banken AB (publ)
N/A—4,724-4,724-100%$2.0M———
Basecamp Wealth Advisors LLC
N/A—4,718-4,718-100%$2.0M———
Natural Investments, LLC
N/A—4,717-4,717-100%$2.0M———
Affinity Investment Advisors, LLC
N/A—4,714-4,714-100%$2.0M———
Cambient Family Office, LLC
N/A—4,686-4,686-100%$2.0M———
SageView Advisory Group, LLC
N/A—4,664-4,664-100%$2.0M———
Aviso Financial Inc.
N/A—4,639-4,639-100%$2.0M———
K2 Principal Fund, L.P.
N/A—4,631-4,631-100%$2.0M———
Access Financial Services, Inc.
N/A—4,631-4,631-100%$2.0M———
Fortis Group Advisors, LLC
N/A—4,581-4,581-100%$2.0M———
Discovery Capital Management, LLC / CT
N/A—4,568-4,568-100%$2.0M———
Jackson Thornton Wealth Management, LLC
N/A—4,504-4,504-100%$2.0M———
Bellevue Asset Management, LLC
N/A—4,496-4,496-100%$1.9M———
Prosperity Consulting Group, LLC
N/A—4,455-4,455-100%$1.9M———
Wellspring Financial Advisors, LLC
N/A—4,414-4,414-100%$1.9M———
Wealthquest Corp
N/A—4,370-4,370-100%$1.9M———
Montanova Capital, LLC
N/A—4,302-4,302-100%$1.9M———
Silver Coast Investments LLC
N/A—4,302-4,302-100%$1.9M———
Cambria Investment Management, L.P.
N/A—4,297-4,297-100%$1.9M———
Polymer Capital Management (US) LLC
N/A—4,236-4,236-100%$1.8M———
Allred Capital Management, LLC
N/A—4,208-4,208-100%$1.8M———
Monetta Financial Services Inc
N/A—4,200-4,200-100%$1.8M———
Galaxy Digital Capital Management GP LLC
N/A—4,192-4,192-100%$1.8M———
Retirement Income Solutions, Inc
N/A—4,175-4,175-100%$892.0K———
EWA, LLC
N/A—4,146-4,146-100%$1.8M———
Fortress Private Ledger, LLC
N/A—4,137-4,137-100%$1.8M———
Chelsea Counsel Co
N/A—4,135-4,135-100%$1.8M———
Opal Capital LLC
N/A—4,120-4,120-100%$1.8M———
Zhang Financial LLC
N/A—4,103-4,103-100%$1.8M———
Clarendon Private LLC
N/A—4,103-4,103-100%$1.8M———
Swiss RE LTD
N/A—4,095-4,095-100%$1.8M———
Maverick Capital LTD
N/A—4,083-4,083-100%$1.8M———
Walsky Investment Management, Inc.
N/A—4,077-4,077-100%$1.8M———
Hexagon Capital Partners LLC
N/A—4,074-4,074-100%$1.8M———
Marble Wealth, LLC
N/A—4,059-4,059-100%$1.8M———
Legacy Capital Group California, Inc.
N/A—4,036-4,036-100%$1.7M———
OneAscent Financial Services LLC
N/A—3,994-3,994-100%$1.7M———
Waddell & Associates, LLC
N/A—3,989-3,989-100%$1.7M———
Fukoku Mutual Life Insurance Co
N/A—3,974-3,974-100%$1.7M———
Saranac Partners Ltd
N/A—3,960-3,960-100%$1.7M———
Ponta Wealth Partners, LLC
N/A—3,933-3,933-100%$1.7M———
First National Bank of Omaha
N/A—3,930-3,930-100%$1.6M———
Ancora Advisors LLCA
N/A—3,878-3,878-100%$1.7M———
SOA Wealth Advisors, Llc.
N/A—3,860-3,860-100%$1.7M———
Ellevest, Inc.
N/A—3,851-3,851-100%$1.7M———
Aventura Private Wealth, LLC
N/A—3,849-3,849-100%$1.7M———
Everpar Advisors LLC
N/A—3,835-3,835-100%$1.7M———
Kiley Juergens Wealth Management, LLC
N/A—3,835-3,835-100%$1.7M———
Keebeck Wealth Management
N/A—3,807-3,807-100%$1.7M———
Shufro Rose & Co LLC
N/A—3,800-3,800-100%$1.6M———
New Republic Capital, LLC
N/A—3,799-3,799-100%$1.6M———
West Family Investments, Inc.
N/A—3,787-3,787-100%$1.6M———
Wealthedge Investment Advisors, LLC
N/A—3,785-3,785-100%$1.6M———
Mrwm Advisors, LLC
N/A—3,756-3,756-100%$1.6M———
Bradley Foster & Sargent Inc
N/A—3,721-3,721-100%$1.6M———
Brookwood Investment Group LLC
N/A—3,707-3,707-100%$1.6M———
Transcend Capital Advisors, LLC
N/A—3,674-3,674-100%$1.6M———
GWN Securities Inc.
N/A—3,657-3,657-100%$1.6M———
Transamerica Financial Advisors, LLC
N/A—3,657-3,657-100%$1.6M———
Prasad Wealth Partners, LLC
N/A—3,646-3,646-100%$1.6M———
Private Wealth Asset Management, LLC
N/A—3,573-3,573-100%$1.5M———
Intellectus Partners, LLC
N/A—3,557-3,557-100%$1.5M———
Darden Wealth Group Inc
N/A—3,533-3,533-100%$1.5M———
Sustainable Insight Capital Management, LLC
N/A—3,530-3,530-100%$1.5M———
Sittner & Nelson, LLC
N/A—3,515-3,515-100%$1.5M———
Cary Street Partners Investment Advisory LLC
N/A—3,503-3,503-100%$1.5M———
CMT Capital Markets Trading GmbH
N/A—3,483-3,483-100%$1.5M———
RED Reef Advisors LLC
N/A—3,477-3,477-100%$1.5M———
Roberts Glore & Co Inc
N/A—3,458-3,458-100%$1.5M———
Bellwether Advisors, LLC
N/A—3,445-3,445-100%$1.5M———
Ethos Financial Group, LLC
N/A—3,442-3,442-100%$868.6K———
Centiva Capital, LP
N/A—3,440-3,440-100%$1.5M———
One Wealth Advisors, LLC
N/A—3,430-3,430-100%$1.5M———
J. M. Brown & Associates Inc.
N/A—3,429-3,429-100%$1.5M———
Wall Street Financial Group, Inc.
N/A—3,416-3,416-100%$1.5M———
Rothschild Wealth LLC
N/A—3,416-3,416-100%$1.5M———
Cyber Hornet ETFs LLC
N/A—3,407-3,407-100%$1.5M———
Horizon Family Wealth, Inc.
N/A—3,392-3,392-100%$1.5M———
Bartlett & Co. Wealth Management LLC
N/A—3,385-3,385-100%$1.5M———
Ramirez Asset Management, Inc.
N/A—3,380-3,380-100%$1.5M———
C M Bidwell & Associates LTD
N/A—3,375-3,375-100%$1.5M———
Affinity Wealth Management LLC
N/A—3,370-3,370-100%$1.5M———
Falcon Wealth Planning
N/A—3,363-3,363-100%$1.5M———
Osborne Partners Capital Management, LLC
N/A—3,361-3,361-100%$1.5M———
Secured Retirement Advisors, LLC
N/A—3,308-3,308-100%$1.4M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,303-3,303-100%$1.4M———
Menard Financial Group LLC
N/A—3,292-3,292-100%$1.4M———
MJP Associates Inc
N/A—3,287-3,287-100%$1.4M———
One Degree Advisors Inc
N/A—3,287-3,287-100%$1.3K———
Heartland Advisors Inc
N/A—3,285-3,285-100%$1.4M———
MainStreet Investment Advisors LLC
N/A—3,273-3,273-100%$1.4M———
Westmount Partners, LLC
N/A—3,263-3,263-100%$1.4M———
Financial Advisors Network, Inc.
N/A—3,254-3,254-100%$1.4M———
Strategies Wealth Advisors, LLC
N/A—3,243-3,243-100%$1.4M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—3,230-3,230-100%$1.4M———
Round Rock Advisors LLC
N/A—3,213-3,213-100%$1.4M———
Maridea Wealth Management LLC
N/A—3,209-3,209-100%$1.4M———
Eaton Financial Holdings Company, LLC
N/A—3,166-3,166-100%$1.4M———
Meadowbrook Advisors Group, LLC
N/A—3,163-3,163-100%$1.4M———
Khazanah Nasional Berhad
N/A—3,162-3,162-100%$1.4M———
Gilbert & Cook, Inc.
N/A—3,142-3,142-100%$1.4M———
Haverford Trust Co
N/A—3,138-3,138-100%$1.4M———
North Dallas Bank & Trust Co
N/A—3,130-3,130-100%$1.4M———
IFG Advisory, LLC
N/A—3,123-3,123-100%$1.4M———
Strive Financial Group,LLC
N/A—3,113-3,113-100%$1.3M———
SCS Capital Management LLC
N/A—3,024-3,024-100%$1.3M———
T. Rowe Price Investment Management, Inc.
N/A—3,015-3,015-100%$1.3M———
Northstar Group, Inc.
N/A—3,005-3,005-100%$1.3M———
Winch Advisory Services, LLC
N/A—2,983-2,983-100%$1.3M———
BlackDiamond Wealth Management, LLC
N/A—2,981-2,981-100%$913.4K———
SHP Wealth Management
N/A—2,981-2,981-100%$1.3M———
First Foundation Advisors
N/A—2,966-2,966-100%$1.3M———
Sivia Capital Partners, LLC
N/A—2,964-2,964-100%$1.3M———
Core Alternative Capital
N/A—2,959-2,959-100%$1.3M———
Headlands Technologies LLC
N/A—2,944-2,944-100%$1.3M———
Asahi Life Asset Management Co., Ltd.
N/A—2,931-2,931-100%$1.3M———
Callahan Advisors, LLC
N/A—2,912-2,912-100%$1.3M———
Sagewood Asset Management LP
N/A—2,910-2,910-100%$1.3M———
Poinciana Advisors Group, LLC
N/A—2,907-2,907-100%$1.3M———
Brio Consultants, LLC
N/A—2,898-2,898-100%$1.3M———
Prestige Wealth Management Group LLC
N/A—2,895-2,895-100%$1.3M———
Nelson Capital Management, LLC
N/A—2,885-2,885-100%$1.3M———
Sassicaia Capital Advisers LLC
N/A—2,884-2,884-100%$1.2M———
Fortis Capital Advisors, LLC
N/A—2,874-2,874-100%$1.2M———
Mayport, LLC
N/A—2,871-2,871-100%$1.2M———
Money Concepts Capital Corp
N/A—2,836-2,836-100%$1.2M———
CFO4Life Group, LLC
N/A—2,834-2,834-100%$1.2M———
Signet Private Wealth LLC
N/A—2,807-2,807-100%$1.2M———
Dock Street Asset Management Inc
N/A—2,793-2,793-100%$1.2M———
Davis Selected Advisers
N/A—2,780-2,780-100%$1.2M———
Vista Cima Wealth Management LLC
N/A—2,760-2,760-100%$1.2M———
HighPoint Advisor Group LLC
N/A—2,741-2,741-100%$1.2M———
Gabelli Funds LLC
N/A—2,735-2,735-100%$1.2M———
Wrapmanager Inc
N/A—2,722-2,722-100%$1.2M———
Duncan Williams Asset Management, LLC
N/A—2,720-2,720-100%$1.2M———
Kavar Capital Partners Group, LLC
N/A—2,714-2,714-100%$1.2M———
Highview Capital Management LLC
N/A—2,710-2,710-100%$1.2M———
Element Wealth, LLC
N/A—2,677-2,677-100%$1.2M———
Black Creek Investment Management Inc.
N/A—2,669-2,669-100%$1.2M———
Driehaus Capital Management LLC
N/A—2,663-2,663-100%$1.2M———
Mach-1 Financial Group, LLC
N/A—2,630-2,630-100%$1.1M———
CM Wealth Advisors LLC
N/A—2,622-2,622-100%$1.1M———
Dunhill Financial, LLC
N/A—2,619-2,619-100%$1.1M———
Smart Money Group LLC
N/A—2,599-2,599-100%$1.1M———
Davis R M Inc
N/A—2,598-2,598-100%$1.1M———
Vanguard National Trust Co
N/A—2,580-2,580-100%$1.1M———
AlTi Global, Inc.
N/A—2,569-2,569-100%$1.1M———
Scientech Research LLC
N/A—2,563-2,563-100%$1.1M———
Keating Financial Advisory Services, Inc.
N/A—2,547-2,547-100%$1.1M———
Hollencrest Capital Management
N/A—2,529-2,529-100%$1.1M———
SBI Okasan Asset Management Co.Ltd.
N/A—2,527-2,527-100%$1.0M———
Atlantic Union Bankshares Corp
N/A—2,495-2,495-100%$1.1M———
Talon Private Wealth, LLC
N/A—2,494-2,494-100%$1.1M———
Drucker Wealth 3.0, LLC
N/A—2,460-2,460-100%$1.1M———
Stock Yards Bank & Trust Co
N/A—2,413-2,413-100%$1.0M———
Stonebrook Private Inc.
N/A—2,405-2,405-100%$1.0M———
Berger Financial Group, Inc
N/A—2,403-2,403-100%$1.0M———
Calydon Capital
N/A—2,400-2,400-100%$1.0M———
OneAscent Family Office, LLC
N/A—2,379-2,379-100%$1.0M———
FSB Premier Wealth Management, Inc.
N/A—2,377-2,377-100%$1.0M———
Ameriflex Group, Inc.
N/A—2,367-2,367-100%$1.0M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,365-2,365-100%$1.0M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—2,361-2,361-100%$1.0M———
LRI Investments, LLC
N/A—2,355-2,355-100%$1.0M———
Sandler Capital Management
N/A—2,349-2,349-100%$1.0M———
Magnolia Capital Advisors LLC
N/A—2,348-2,348-100%$1.0M———
Stillwater Capital Advisors, LLC
N/A—2,345-2,345-100%$1.0M———
Matters Capital LLC
N/A—2,310-2,310-100%$1.0M———
Mosaic Family Wealth Partners, LLC
N/A—2,304-2,304-100%$998.2K———
Magnetar Financial LLC
N/A—2,293-2,293-100%$993.6K———
Kapstone Financial Advisors LLC
N/A—2,273-2,273-100%$985.0K———
Lotus Technology Management, LP
N/A—2,264-2,264-100%$1.1M———
AdvisorShares Investments LLC
N/A—2,263-2,263-100%$980.6K———
Fielder Capital Group LLC
N/A—2,253-2,253-100%$976.3K———
Flatrock Wealth Partners LLC
N/A—2,241-2,241-100%$971.5K———
Retirement Planning Group, LLC / NY
N/A—2,225-2,225-100%$964.9K———
Bouchey Financial Group, Ltd.
N/A—2,224-2,224-100%$964.3K———
Cofg Advisors, LLC
N/A—2,198-2,198-100%$952.4K———
Van Diest Capital, LLC
N/A—2,173-2,173-100%$941.5K———
Drake & Associates, LLC
N/A—2,157-2,157-100%$934.7K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—2,154-2,154-100%$934.0K———
Bank of Nova Scotia Trust Co
N/A—2,147-2,147-100%$930.4K———
Turner Financial Group, Inc.
N/A—2,146-2,146-100%$929.9K———
Wayfinding Financial, LLC
N/A—2,138-2,138-100%$927.0K———
BCR Wealth Strategies, LLC
N/A—2,130-2,130-100%$922.0K———
Blackhawk Capital Partners, LLC
N/A—2,116-2,116-100%$916.9K———
Gateway Wealth Partners, LLC
N/A—2,110-2,110-100%$914.4K———
Pragma Gestao de Patrimonio LTD
N/A—2,100-2,100-100%$910.0K———
Teucrium Investment Advisors, LLC
N/A—2,079-2,079-100%$900.9K———
Odyssean, LLC
N/A—2,078-2,078-100%$900.5K———
Cornerstone Advisory, LLC
N/A—2,073-2,073-100%$898.3K———
Thompson David Blair
N/A—2,059-2,059-100%$892.3K———
George Kaiser Family Foundation
N/A—2,058-2,058-100%$891.8K———
Main Street Financial Solutions, LLC
N/A—2,042-2,042-100%$885.0K———
FLC Capital Advisors
N/A—2,029-2,029-100%$879.2K———
Main Street Research LLC
N/A—2,016-2,016-100%$873.7K———
City National Bank of Florida
N/A—2,013-2,013-100%$872.3K———
Corient IA LP
N/A—2,000-2,000-100%$866.7K———
Bowen Hanes & Co Inc
N/A—2,000-2,000-100%$427.3K———
Patron Partners, LLC
N/A—1,989-1,989-100%$861.9K———
Diametric Capital, LP
N/A—1,987-1,987-100%$861.0K———
OneAscent Investment Solutions LLC
N/A—1,975-1,975-100%$855.8K———
Legato Capital Management LLC
N/A—1,962-1,962-100%$850.2K———
Sovereign Financial Group, Inc.
N/A—1,950-1,950-100%$845.1K———
Tilson Financial Group, Inc.
N/A—1,940-1,940-100%$840.7K———
Richard W. Paul & Associates, LLC
N/A—1,936-1,936-100%$838.9K———
Aquatic Capital Management LLC
N/A—1,929-1,929-100%$835.9K———
NorthRock Partners, LLC
N/A—1,928-1,928-100%$835.6K———
Knightsbridge Asset Management, LLC
N/A—1,901-1,901-100%$823.8K———
Edentree Asset Management Ltd
N/A—1,900-1,900-100%$823.2K———
Seneca House Advisors
N/A—1,886-1,886-100%$817.3K———
Summitry LLC
N/A—1,863-1,863-100%$807.3K———
Palouse Capital Management, Inc.
N/A—1,830-1,830-100%$793.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,823-1,823-100%$789.0K———
Bogart Wealth, LLC
N/A—1,807-1,807-100%$783.1K———
Trivium Point Advisory, LLC
N/A—1,765-1,765-100%$764.8K———
GW&K Investment Management, LLC
N/A—1,758-1,758-100%$762.0K———
FMB Wealth Management
N/A—1,757-1,757-100%$761.4K———
Rialto Wealth Management, LLC
N/A—1,752-1,752-100%$759.2K———
Headinvest, LLC
N/A—1,750-1,750-100%$758.3K———
Caldwell Sutter Capital, Inc.
N/A—1,738-1,738-100%$753.1K———
Consilio Wealth Advisors, LLC
N/A—1,730-1,730-100%$749.8K———
SPX Gestao de Recursos Ltda
N/A—1,725-1,725-100%$747.5K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,710-1,710-100%$741.0K———
Ducere Wealth Management LLC
N/A—1,692-1,692-100%$733.1K———
Wellington-Altus USA Inc.
N/A—1,686-1,686-100%$360.2K———
Coston, McIsaac & Partners
N/A—1,683-1,683-100%$729.0K———
North Star Asset Management Inc
N/A—1,680-1,680-100%$728.0K———
Topsail Wealth Management, LLC
N/A—1,638-1,638-100%$710.2K———
Globeflex Capital L P
N/A—1,637-1,637-100%$709.4K———
Colonial Trust Co / SC
N/A—1,628-1,628-100%$705.7K———
Valmark Advisers, Inc.
N/A—1,617-1,617-100%$700.7K———
Quarry LP
N/A—1,613-1,613-100%$699.0K———
Members Trust Co
N/A—1,613-1,613-100%$699.0K———
Tyche Wealth Partners LLC
N/A—1,611-1,611-100%$698.2K———
Prostatis Group LLC
N/A—1,611-1,611-100%$698.2K———
Connable Office Inc
N/A—1,607-1,607-100%$696.4K———
Ingalls & Snyder LLC
N/A—1,601-1,601-100%$694.0K———
TAGStone Capital, Inc.
N/A—1,592-1,592-100%$690.3K———
SouthState Bank Corp
N/A—1,590-1,590-100%$689.0K———
Investors Portfolio Services LLC
N/A—1,587-1,587-100%$688.0K———
Markin Volterra Fund LP
N/A—1,580-1,580-100%$684.7K———
Fortis Capital Management LLC
N/A—1,577-1,577-100%$683.2K———
Manhattan West Asset Management, LLC
N/A—1,567-1,567-100%$679.0K———
Liberty Wealth Management LLC
N/A—1,562-1,562-100%$334.1K———
Innovative Asset Advisors Group, LLC
N/A—1,559-1,559-100%$676.0K———
FOX RUN Management, L.L.C.
N/A—1,549-1,549-100%$671.2K———
Stratos Wealth Advisors, LLC
N/A—1,542-1,542-100%$668.5K———
Seldon Capital LP
N/A—1,540-1,540-100%$667.3K———
Ballast Advisors LLC
N/A—1,534-1,534-100%$664.7K———
Sumitomo Mitsui Financial Group, Inc.
N/A—1,518-1,518-100%$657.8K———
Mathes Company, Inc.
N/A—1,510-1,510-100%$654.0K———
Greenland Capital Management LP
N/A—1,508-1,508-100%$653.5K———
Geneos Wealth Management Inc.
N/A—1,507-1,507-100%$653.0K———
Jupiter Wealth Management LLC
N/A—1,500-1,500-100%$650.0K———
Francis Financial, Inc.
N/A—1,493-1,493-100%$647.1K———
Rogco, LP
N/A—1,486-1,486-100%$643.9K———
Garden State Investment Advisory Services LLC
N/A—1,476-1,476-100%$640.1K———
Twin Peaks Wealth Advisors, LLC
N/A—1,476-1,476-100%$639.4K———
Fullerton Fund Management Co Ltd.
N/A—1,471-1,471-100%$637.4K———
Brand Asset Management Group, Inc.
N/A—1,470-1,470-100%$637.0K———
ClearAlpha Technologies LP
N/A—1,469-1,469-100%$636.6K———
Faithward Advisors, LLC
N/A—1,455-1,455-100%$630.5K———
Graybill Wealth Management, Ltd.
N/A—1,454-1,454-100%$630.1K———
BW Gestao de Investimentos Ltda.
N/A—1,439-1,439-100%$623.6K———
Ketron Financial
N/A—1,433-1,433-100%$621.0K———
Impact Partnership Wealth, LLC
N/A—1,432-1,432-100%$620.6K———
NewSquare Capital LLC
N/A—1,430-1,430-100%$619.7K———
Schulhoff & Co Inc
N/A—1,425-1,425-100%$617.5K———
IFC Advisors LLC
N/A—1,417-1,417-100%$614.0K———
Leigh Baldwin & Co., LLC
N/A—1,401-1,401-100%$607.3K———
Seven Springs Wealth Group, LLC
N/A—1,400-1,400-100%$606.7K———
Yarger Wealth Strategies, LLC
N/A—1,400-1,400-100%$490.4K———
GSA Capital Partners LLP
N/A—1,391-1,391-100%$603.0K———
Infrastructure Capital Advisors, LLC
N/A—1,382-1,382-100%$598.9K———
RB Capital Management, LLC
N/A—1,363-1,363-100%$590.7K———
Bearing Point Capital, LLC
N/A—1,360-1,360-100%$589.3K———
Forum Finance Group S.A.
N/A—1,350-1,350-100%$473———
Quantessence Capital LLC
N/A—1,347-1,347-100%$583.7K———
New World Advisors LLC
N/A—1,343-1,343-100%$582.0K———
Peak Retirement Planning, Inc.
N/A—1,342-1,342-100%$581.5K———
Pgim Custom Harvest LLC
N/A—1,341-1,341-100%$581.1K———
Pettyjohn, Wood & White, Inc
N/A—1,339-1,339-100%$580.2K———
South Plains Financial, Inc.
N/A—1,330-1,330-100%$576.3K———
Argent Advisors, Inc.
N/A—1,329-1,329-100%$575.9K———
Cogent Private Wealth, Inc.
N/A—1,326-1,326-100%$574.6K———
TRB Wealth Management, LLC
N/A—1,320-1,320-100%$572.0K———
Ground Swell Capital, LLC
N/A—1,312-1,312-100%$568.5K———
Alamea Verwaltungs GmbH
N/A—1,308-1,308-100%$566.8K———
Earnest Partners LLC
N/A—1,304-1,304-100%$565.1K———
Cohen & Steers, Inc.
N/A—1,300-1,300-100%$563.0K———
1015 Capital Partners, LLC
N/A—1,296-1,296-100%$561.6K———
Dogwood Wealth Management LLC
N/A—1,295-1,295-100%$561.2K———
Mayflower Financial Advisors, LLC
N/A—1,295-1,295-100%$561.2K———
Cedarwood Wealth LLC
N/A—1,285-1,285-100%$556.7K———
Hills Bank & Trust Co
N/A—1,282-1,282-100%$555.5K———
Aspire Growth Partners LLC
N/A—1,277-1,277-100%$553.2K———
Spartan Wealth Advisory Services LLC
N/A—1,274-1,274-100%$552.1K———
Kintra Wealth, LLC
N/A—1,272-1,272-100%$428.8K———
V2 Financial group LLC
N/A—1,264-1,264-100%$547.8K———
Connective Capital Management, LLC
N/A—1,256-1,256-100%$544.3K———
Requisite Capital Management, LLC
N/A—1,255-1,255-100%$544.3K———
Auxano Advisors, LLC
N/A—1,252-1,252-100%$542.5K———
Storgate, LLC
N/A—1,252-1,252-100%$542.5K———
KDT Advisors, LLC
N/A—1,250-1,250-100%$541.7K———
Legacy Trust
N/A—1,245-1,245-100%$539.5K———
Voya Financial Advisors, Inc.
N/A—1,243-1,243-100%$510.8K———
Atlas Legacy Advisors, LLC
N/A—1,242-1,242-100%$454.7K———
Red Wave Investments LLC
N/A—1,235-1,235-100%$535.2K———
Crawford Investment Counsel Inc
N/A—1,233-1,233-100%$534.1K———
Permanent Capital Management, LP
N/A—1,227-1,227-100%$532.0K———
Investment Advisory Group, LLC
N/A—1,226-1,226-100%$531.3K———
Omnia Family Wealth, LLC
N/A—1,213-1,213-100%$525.9K———
Wealth Management Associates, Inc.
N/A—1,212-1,212-100%$525.2K———
Integrated Investment Consultants, LLC
N/A—1,210-1,210-100%$524.3K———
Aspen Capital Management, LLC
N/A—1,210-1,210-100%$524.3K———
Aspen Grove Capital, LLC
N/A—1,209-1,209-100%$524.2K———
Birchcreek Wealth Management, LLC
N/A—1,200-1,200-100%$520.0K———
McNamara Financial Services, Inc.
N/A—1,200-1,200-100%$520.0K———
Synergy Financial Group, LTD
N/A—1,190-1,190-100%$515.7K———
Alaethes Wealth, LLC
N/A—1,182-1,182-100%$512.5K———
Invst, LLC
N/A—1,162-1,162-100%$503.5K———
Warburton Capital Management, LLC
N/A—1,162-1,162-100%$503.0K———
Orcam Financial Group
N/A—1,157-1,157-100%$501.4K———
Seaview Investment Managers LLC
N/A—1,157-1,157-100%$501.4K———
SSI Investment Management LLC
N/A—1,156-1,156-100%$500.9K———
Promethos Capital, LLC
N/A—1,155-1,155-100%$500.5K———
Howe & Rusling Inc
N/A—1,145-1,145-100%$496.4K———
Alteri Wealth LLC
N/A—1,144-1,144-100%$495.6K———
PCB Capital LLC
N/A—1,142-1,142-100%$494.8K———
Core Wealth Advisors, Inc.
N/A—1,140-1,140-100%$494.0K———
Steigerwald, Gordon & Koch Inc.
N/A—1,140-1,140-100%$494.0K———
Wharton Business Group, LLC
N/A—1,140-1,140-100%$494.0K———
PAX Financial Group, LLC
N/A—1,131-1,131-100%$490.1K———
Orleans Capital Management Corp
N/A—1,130-1,130-100%$489.7K———
BBR Partners, LLC
N/A—1,120-1,120-100%$485.3K———
CIM, LLC
N/A—1,119-1,119-100%$484.9K———
Hayek Kallen Investment Management
N/A—1,112-1,112-100%$482.0K———
Magnolia Private Wealth, LLC
N/A—1,110-1,110-100%$481.0K———
truNorth Financial Services, Inc.
N/A—1,106-1,106-100%$479.3K———
Element Squared LLC
N/A—1,104-1,104-100%$478.5K———
First National Advisers, LLC
N/A—1,104-1,104-100%$478.4K———
Capstone Investment Advisors, LLC
N/A—1,103-1,103-100%$478.0K———
Purpose Unlimited Inc.
N/A—1,100-1,100-100%$476.7K———
Colonial Trust Advisors
N/A—1,095-1,095-100%$474.5K———
Safeguard Investment Advisory Group, LLC
N/A—1,088-1,088-100%$471.6K———
Broyhill Asset Management, LLC
N/A—1,080-1,080-100%$468.0K———
Cascade Financial Partners, LLC
N/A—1,080-1,080-100%$468.1K———
Clifford Group, LLC
N/A—1,073-1,073-100%$465.0K———
Petra Financial Advisors Inc
N/A—1,069-1,069-100%$463.1K———
Legacy Wealth Advisors, LLC
N/A—1,068-1,068-100%$462.8K———
Evernest Financial Advisors, LLC
N/A—1,065-1,065-100%$461.4K———
Harvest Investment Services, LLC
N/A—1,056-1,056-100%$457.6K———
LeClair Wealth Partners LLC
N/A—1,039-1,039-100%$450.3K———
First Western Trust Bank
N/A—1,038-1,038-100%$449.8K———
Continuum Advisory, LLC
N/A—1,037-1,037-100%$449.4K———
Sunflower Bank, N.A.
N/A—1,035-1,035-100%$448.5K———
National Philanthropic Trust
N/A—1,033-1,033-100%$447.6K———
Sun Financial Inc
N/A—1,032-1,032-100%$316.2K———
Panoramic Capital Partners, LLC
N/A—1,029-1,029-100%$445.9K———
Tiemann Investment Advisors, LLC
N/A—1,020-1,020-100%$442.0K———
SK Wealth Management, LLC
N/A—1,018-1,018-100%$312.0K———
Phillips Wealth Planners LLC
N/A—1,015-1,015-100%$331.0K———
Blalock Williams, LLC
N/A—1,007-1,007-100%$436.4K———
Greenline Wealth Management LLC
N/A—1,001-1,001-100%$433.8K———
Strategic Investment Solutions, Inc.
N/A—998-998-100%$432.5K———
AXA S.A.
N/A—998-998-100%$2.5M———
CMC Financial Group
N/A—984-984-100%$426.4K———
Logan Capital Management Inc
N/A—982-982-100%$425.5K———
Peak Planning Group, LLC
N/A—975-975-100%$422.4K———
Beck Capital Management, LLC
N/A—968-968-100%$419.7K———
Smith, Moore & Co.
N/A—963-963-100%$417.3K———
Expressive Wealth LLC
N/A—953-953-100%$413.0K———
S Harris Financial Group, LLC
N/A—951-951-100%$412.0K———
Bienville Capital Management, LLC
N/A—950-950-100%$411.9K———
GatePass Capital, LLC
N/A—944-944-100%$409.1K———
Astra Wealth Partners LLC
N/A—943-943-100%$408.6K———
Sandy Cove Advisors, LLC
N/A—935-935-100%$405.2K———
Continental Investors Services, Inc.
N/A—933-933-100%$286.9K———
Gambit Capital Management, LLC
N/A—927-927-100%$401.7K———
WealthTrust Axiom LLC
N/A—927-927-100%$401.7K———
Walter & Keenan Wealth Management LLC
N/A—921-921-100%$399.1K———
Alpha Zero LLC
N/A—919-919-100%$295.0K———
Vance Wealth, LLC
N/A—918-918-100%$398.0K———
Fiduciary Financial Advisors
N/A—917-917-100%$395.4K———
Gallagher Fiduciary Advisors, LLC
N/A—915-915-100%$396.6K———
Littlejohn Financial Services, Inc.
N/A—912-912-100%$395.2K———
Oxford Wealth Group, LLC
N/A—911-911-100%$394.8K———
LifePlan Investment Advisors, Inc.
N/A—906-906-100%$392.6K———
Verdad Advisers, LP
N/A—893-893-100%$387.0K———
LaSalle St. Investment Advisors, LLC
N/A—888-888-100%$384.9K———
Concorde Asset Management, LLC
N/A—885-885-100%$383.7K———
Clare Market Investments LLC
N/A—885-885-100%$383.5K———
Accretive Wealth Partners, LLC
N/A—881-881-100%$381.8K———
Strategic Advisory Partners, LLC
N/A—879-879-100%$380.9K———
Integrated Quantitative Investments LLC
N/A—877-877-100%$380.0K———
SlateStone Wealth, LLC
N/A—875-875-100%$379.0K———
Markin Asset Management, LP
N/A—873-873-100%$378.3K———
Addison Advisors LLC
N/A—872-872-100%$377.9K———
ABS Investment Management LLC
N/A—867-867-100%$1.3M———
American Trust
N/A—866-866-100%$375.3K———
Arrowroot Family Office, LLC
N/A—862-862-100%$373.6K———
FreeGulliver LLC
N/A—862-862-100%$373.5K———
Vantage Point Financial LLC
N/A—859-859-100%$372.3K———
McElhenny Sheffield Capital Management, LLC
N/A—853-853-100%$369.6K———
UP Strategic Wealth Investment Advisors LLC
N/A—852-852-100%$261.9K———
DF Dent & Co Inc
N/A—850-850-100%$368.3K———
Moment Partners, LLC
N/A—849-849-100%$368.1K———
Citizens Business Bank
N/A—840-840-100%$364.0K———
Maripau Wealth Management LLC
N/A—833-833-100%$360.8K———
Laidlaw Wealth Management LLC
N/A—831-831-100%$360.1K———
Capital Analysts, LLC
N/A—827-827-100%$358.0K———
Synergy Investment Management, LLC
N/A—827-827-100%$325.2K———
Causeway Capital Management LLC
N/A—816-816-100%$353.6K———
Portfolio Strategies, Inc.
N/A—814-814-100%$352.7K———
Frazier Financial Advisors, LLC
N/A—814-814-100%$352.7K———
OneAscent Wealth Management LLC
N/A—812-812-100%$351.9K———
Sfmg, LLC
N/A—809-809-100%$350.5K———
Altar Rock LLC
N/A—802-802-100%$347.7K———
Disciplined Investors, L.L.C.
N/A—801-801-100%$347.2K———
Riverview Trust Co
N/A—800-800-100%$346.7K———
Winton Group Ltd
N/A—800-800-100%$346.7K———
Silicon Valley Capital Partners
N/A—799-799-100%$346.3K———
Osterweis Capital Management Inc
N/A—796-796-100%$344.9K———
Cloud Capital Management, LLC
N/A—786-786-100%$340.0K———
Orion Capital Management LLC
N/A—782-782-100%$338.9K———
Wealth Watch Advisors, Inc
N/A—782-782-100%$338.9K———
Planning Directions Inc
N/A—775-775-100%$335.9K———
Mirabella Financial Services LLP
N/A—774-774-100%$335.4K———
Potomac Fund Management Inc
N/A—766-766-100%$331.8K———
Mairs & Power Inc
N/A—765-765-100%$331.5K———
Panoramic Investment Advisors, LLC
N/A—764-764-100%$331.1K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—764-764-100%$331.1K———
Vista Capital Partners, Inc.
N/A—764-764-100%$331.1K———
Copley Financial Group, Inc.
N/A—762-762-100%$330.2K———
Navis Wealth Advisors, LLC
N/A—762-762-100%$330.2K———
Massar Capital Management, LP
N/A—756-756-100%$327.6K———
Pinnacle Family Advisors, LLC
N/A—750-750-100%$325.0K———
Golden Road Advisors LLC
N/A—747-747-100%$323.7K———
Prosperity Bancshares Inc
N/A—746-746-100%$323.3K———
Meridian Wealth Partners, LLC
N/A—742-742-100%$321.5K———
M3 Advisory Group, LLC
N/A—740-740-100%$320.6K———
Stelac Advisory Services LLC
N/A—739-739-100%$320.4K———
PlanVest Financial, Inc
N/A—735-735-100%$318.5K———
Parkwoods Wealth Partners, LLC
N/A—734-734-100%$318.1K———
TRU Independence Asset Management 2, LLC
N/A—734-734-100%$318.3K———
Strategic Financial Partners, Ltd.
N/A—732-732-100%$317.2K———
Rockbridge Asset Management LLC
N/A—730-730-100%$316.3K———
Heritage Wealth Advisors
N/A—730-730-100%$316.3K———
Octavia Wealth Advisors, LLC
N/A—726-726-100%$314.8K———
Novare Capital Management LLC
N/A—722-722-100%$312.8K———
RiverGlades Family Offices LLC
N/A—720-720-100%$312.0K———
Permanens Capital L.P.
N/A—706-706-100%$306.1K———
Arkos Global Advisors
N/A—702-702-100%$304.0K———
Longview Financial Advisors LLC
N/A—700-700-100%$303.3K———
Betterment LLC
N/A—700-700-100%$303.0K———
D L Carlson Investment Group Inc
N/A—697-697-100%$302.0K———
Berkeley Capital Partners, LLC
N/A—697-697-100%$302.0K———
Saiph Capital, LLC
N/A—692-692-100%$299.9K———
Dividend Assets Capital, LLC
N/A—682-682-100%$295.5K———
Veridan Wealth LLC
N/A—681-681-100%$295.0K———
Chancellor Financial Group WB LP
N/A—680-680-100%$294.7K———
Rasp Wealth Solutions, LLC
N/A—675-675-100%$292.3K———
Holistic Financial Partners
N/A—672-672-100%$291.2K———
Forty-three Eighteen Advisors, LLC
N/A—670-670-100%$290.3K———
Welch Financial Planning, LLC
N/A—669-669-100%$289.9K———
Krane Funds Advisors LLC
N/A—668-668-100%$289.5K———
Advance Capital Management, Inc.
N/A—666-666-100%$288.8K———
Stonebridge Financial Group, LLC / MO
N/A—664-664-100%$287.8K———
Everest Private Wealth
N/A—664-664-100%$287.7K———
Vantus Wealth LLC
N/A—663-663-100%$287.3K———
Sargent Investment Group, LLC
N/A—657-657-100%$284.7K———
Goldstone Financial Group, LLC
N/A—653-653-100%$283.2K———
Corus Family Wealth Advisors
N/A—647-647-100%$280.4K———
Financial Freedom, LLC
N/A—641-641-100%$277.9K———
Mason Investment Advisory Services, Inc.
N/A—640-640-100%$277.5K———
CCG Wealth Management, LLC
N/A—637-637-100%$276.3K———
Stonebridge Capital Advisors LLC
N/A—635-635-100%$275.1K———
Oxford Asset Management LLP
N/A—634-634-100%$274.7K———
HBE Wealth Management, LLC
N/A—632-632-100%$273.9K———
Byrne Financial Freedom, LLC
N/A—630-630-100%$273.0K———
Northstar Financial Companies, Inc.
N/A—630-630-100%$273.0K———
Seascape Capital Management
N/A—628-628-100%$272.0K———
Bragg Financial Advisors, Inc
N/A—624-624-100%$270.4K———
Delta Investment Management, LLC
N/A—621-621-100%$269.3K———
Ellenbecker Investment Group
N/A—621-621-100%$269.3K———
STG Securities, LLC
N/A—618-618-100%$267.8K———
Northstar Asset Management Inc
N/A—614-614-100%$266.1K———
Johnson Wealth Management, LLC
N/A—613-613-100%$265.6K———
Fairview Capital Investment Management, LLC
N/A—610-610-100%$264.3K———
Polar Asset Management Partners Inc.
N/A—604-604-100%$261.7K———
Millstone Evans Group, LLC
N/A—603-603-100%$261.3K———
Donaldson Capital Management, LLC
N/A—602-602-100%$260.9K———
Tairen Capital Ltd
N/A—600-600-100%$260.0K———
Riverview Capital Advisers, LLC
N/A—598-598-100%$259.1K———
VestGen Investment Management
N/A—597-597-100%$258.7K———
Eaton-Cambridge Inc.
N/A—597-597-100%$258.7K———
Riverstone Advisors, LLC
N/A—596-596-100%$258.3K———
ProVise Management Group, LLC
N/A—595-595-100%$257.8K———
Klingenstein Fields & Co LP
N/A—594-594-100%$257.4K———
Carl P. Sherr & Co., LLC
N/A—580-580-100%$251.3K———
Hurricane Capital Advisors LLC
N/A—578-578-100%$250.5K———
Wescott Financial Advisory Group, LLC
N/A—577-577-100%$250.1K———
Elequin Capital, LP
N/A—576-576-100%$249.6K———
Prospect Financial Services LLC
N/A—570-570-100%$247.0K———
BTG Pactual Asset Management US LLC
N/A—565-565-100%$244.8K———
Performance Wealth Partners, LLC
N/A—565-565-100%$244.8K———
Greykasell Wealth Strategies, Inc.
N/A—563-563-100%$244.1K———
Jump Financial, LLC
N/A—559-559-100%$242.2K———
Capital Investment Management, Inc.
N/A—556-556-100%$240.9K———
Widmann Financial Services, Inc.
N/A—553-553-100%$239.6K———
Paces Ferry Wealth Advisors, LLC
N/A—550-550-100%$238.3K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—550-550-100%$238.3K———
1ST Source Bank
N/A—548-548-100%$237.5K———
Lutz Financial Services LLC
N/A—544-544-100%$235.7K———
Borer Denton & Associates, Inc.
N/A—540-540-100%$234.0K———
Burling Wealth Partners, LLC
N/A—531-531-100%$230.1K———
BOK Financial Private Wealth, Inc.
N/A—526-526-100%$228.1K———
Colter Lewis Investment Partners LLC
N/A—525-525-100%$227.6K———
First National Bank of Hutchinson
N/A—520-520-100%$225.3K———
Sachetta, LLC
N/A—512-512-100%$221.9K———
Kemnay Advisory Services Inc.
N/A—512-512-100%$221.9K———
Plum Street Advisors, LLC
N/A—510-510-100%$221.0K———
Hudson Value Partners, LLC
N/A—508-508-100%$220.1K———
Lifeworks Advisors, LLC
N/A—504-504-100%$218.4K———
Concentrum Wealth Management
N/A—503-503-100%$217.9K———
IFS Group,LLC
N/A—500-500-100%$216.7K———
1 North Wealth Services LLC
N/A—500-500-100%$216.7K———
Sprott Inc.
N/A—500-500-100%$216.7K———
Bawa N Mallick Trust
N/A—500-500-100%$216.7K———
Ruggiero Investments, Inc.
N/A—500-500-100%$216.7K———
Viawealth, LLC
N/A—499-499-100%$216.2K———
Iron Gate Global Advisors LLC
N/A—499-499-100%$216.2K———
Resolute Wealth Strategies, LLC
N/A—496-496-100%$214.9K———
Sonoma Private Wealth LLC
N/A—495-495-100%$214.5K———
Oxinas Partners, LLC
N/A—495-495-100%$214.5K———
Summit Wealth & Retirement Planning, Inc.
N/A—490-490-100%$212.3K———
5T Wealth, LLC
N/A—482-482-100%$208.9K———
Capital Markets Trading UK LLP
N/A—481-481-100%$208.0K———
DRW Securities, LLC
N/A—479-479-100%$207.6K———
Caitlin John, LLC
N/A—473-473-100%$204.8K———
Intentional Wealth Strategies, LLC
N/A—471-471-100%$204.1K———
Kickstand Ventures, Llc.
N/A—471-471-100%$204.1K———
Cedar Wealth Management, LLC
N/A—470-470-100%$203.7K———
Collaborative Capital Advisors LLC
N/A—470-470-100%$203.8K———
Valued Retirements, Inc.
N/A—470-470-100%$203.7K———
IQ EQ Fund Management (Ireland) Ltd
N/A—469-469-100%$203.2K———
Channel Wealth LLC
N/A—467-467-100%$202.4K———
Pennington Partners & Co., LLC
N/A—467-467-100%$202.4K———
Douglass Winthrop Advisors, LLC
N/A—464-464-100%$201.1K———
Kerr Financial Planning Corp
N/A—419-419-100%$181.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—400-400-100%$173.3K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—394-394-100%$170.7K———
Delta Asset Management LLC
N/A—393-393-100%$170.3K———
KEB Asset Management, LLC
N/A—386-386-100%$167.5K———
Bank of the Bluegrass & Trust Co.
N/A—378-378-100%$124.2K———
JPL Wealth Management, LLC
N/A—365-365-100%$158.1K———
Walsh & Associates, LLC
N/A—350-350-100%$151.7K———
Crewe Advisors LLC
N/A—335-335-100%$145.2K———
Beaird Harris Wealth Management, LLC
N/A—330-330-100%$143.0K———
VSM Wealth Advisory, LLC
N/A—330-330-100%$143.2K———
Aspiring Ventures, LLC
N/A—330-330-100%$143.0K———
Allied Private Wealth LLC
N/A—328-328-100%$109.4K———
Basepoint Wealth LLC
N/A—326-326-100%$141.1K———
Fourth Dimension Wealth, LLC
N/A—323-323-100%$140.0K———
Kilter Group LLC
N/A—321-321-100%$139.1K———
WealthCollab, LLC
N/A—317-317-100%$137.4K———
Vision Retirement, LLC
N/A—313-313-100%$135.5K———
Altshuler Shaham Ltd
N/A—311-311-100%$134.8K———
Delos Wealth Advisors, LLC
N/A—305-305-100%$132.2K———
ST Germain D J Co Inc
N/A—302-302-100%$130.9K———
Tripletail Wealth Management, LLC
N/A—300-300-100%$105.4K———
Raffa Wealth Management, LLC
N/A—288-288-100%$124.8K———
Luminist Capital LLC
N/A—285-285-100%$123.5K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—278-278-100%$120.5K———
Clearstead Trust, LLC
N/A—278-278-100%$120.5K———
Mpwm Advisory Solutions, LLC
N/A—275-275-100%$119.2K———
N.E.W. Advisory Services LLC
N/A—262-262-100%$113.5K———
S&T Bank
N/A—262-262-100%$113.5K———
Nova Wealth Management, Inc.
N/A—250-250-100%$108.3K———
Park Place Capital Corp
N/A—233-233-100%$101.0K———
LGT Financial Advisors LLC
N/A—231-231-100%$100.1K———
Hartree Partners, LP
N/A—225-225-100%$97.5K———
Avalon Trust Co
N/A—224-224-100%$97.1K———
Cornerstone Financial Management LLC
N/A—222-222-100%$96.2K———
Capula Management Ltd
N/A—212-212-100%$91.9K———
Sankala Group LLC
N/A—206-206-100%$66.7K———
Hamrick Investment Counsel, llc
N/A—200-200-100%$86.7K———
Atomic Invest LLC
N/A—190-190-100%$77.9K———
PIN OAK Investment Advisors Inc
N/A—182-182-100%$79.0K———
Timbuktu Capital Management, LLC
N/A—177-177-100%$76.9K———
Napier Financial, LLC
N/A—175-175-100%$75.8K———
Core Capital Management & Research, inc.
N/A—150-150-100%$46.5K———
1248 Management, LLC
N/A—145-145-100%$62.9K———
Measured Wealth Private Client Group, LLC
N/A—121-121-100%$52.4K———
Corsicana & Co.
N/A—120-120-100%$52.0K———
Westend Capital Management, LLC
N/A—105-105-100%$45.5K———
HHM Wealth Advisors, LLC
N/A—105-105-100%$45.5K———
Bravera Wealth
N/A—105-105-100%$45.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—100-100-100%$43.3K———
Banque Transatlantique SA
N/A—100-100-100%$43.4K———
Regatta Research & Money Management
N/A—95-95-100%$41.1K———
Toews Corp
N/A—91-91-100%$39.4K———
Mcguire Capital Advisors Inc
N/A—82-82-100%$35.5K———
Three Bearings Fiduciary Advisors, Inc.
N/A—80-80-100%$34.7K———
McMillan Office, Inc.
N/A—80-80-100%$34.7K———
Bruce G. Allen Investments, LLC
N/A—76-76-100%$32.9K———
Tidemark, LLC
N/A—73-73-100%$31.6K———
IMA Advisory Services, Inc.
N/A—71-71-100%$30.8K———
Godfrey Financial Associates, Inc.
N/A—69-69-100%$29.9K———
Front Row Advisors LLC
N/A—67-67-100%$20.9K———
Oakmont Advisory Group, LLC
N/A—61-61-100%$26.5K———
Baillie Gifford & Co
N/A—58-58-100%$25.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—57-57-100%$24.6K———
HFM Investment Advisors, LLC
N/A—55-55-100%$23.8K———
Imprint Wealth LLC
N/A—54-54-100%$23.4K———
Boreal Capital Management LLC
N/A—50-50-100%$21.7K———
Strategic Wealth Advisors LLC
N/A—48-48-100%$8———
Medallion Wealth Advisors, LLC
N/A—46-46-100%$14.6K———
Investment Counsel Co of Nevada
N/A—39-39-100%$16.9K———
Crews Bank & Trust
N/A—36-36-100%$15.6K———
Proffitt & Goodson Inc
N/A—33-33-100%$14.3K———
Copia Wealth Management
N/A—31-31-100%$13.4K———
Chesapeake Asset Management LLC
N/A—31-31-100%$13.4K———
HighMark Wealth Management LLC
N/A—30-30-100%$13.0K———
Cbiz Investment Advisory Services, LLC
N/A—29-29-100%$6.2K———
TD Capital Management LLC
N/A—25-25-100%$11.0K———
Harborfront Financial Group LLC
N/A—24-24-100%$10.4K———
FWL Investment Management, LLC
N/A—21-21-100%$9.1K———
Bard Associates Inc
N/A—20-20-100%$8.7K———
Seneschal Advisors, LLC
N/A—17-17-100%$7.4K———
Raelipskie Partnership
N/A—17-17-100%$7.4K———
Game Plan Financial Advisors, LLC
N/A—14-14-100%$6.1K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—10-10-100%$4.3K———
Highland Investment Advisors LLC
N/A—8-8-100%$3.3K———
Palladiem, LLC
N/A—7-7-100%$3.0K———
Evolution Advisers, Inc.
N/A—7-7-100%$3———
Meramec Financial Planners, LLC
N/A—5-5-100%$1.5K———
Cordant, Inc.
N/A—3-3-100%$1.2K———
Ross\johnson & Associates LLC
N/A—1-1-100%$433———
Showing 3226 of 3226 institutions