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ELI Lilly & Co (LLY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lilly Endowment Inc
DECREASED
Shares90,066,978 from 90,376,978
Change-310,000 (0%)
Value$104.2B (-$4.2B)
Filed 2026-10-19
PNC Financial Services Group, Inc.
DECREASED
Shares51,295,197 from 51,322,720
Change-27,523 (0%)
Value$59.4B (-$2.2B)
Filed 2026-11-06
Geode Capital Management, LLC
INCREASED
Shares20,556,572 from 20,310,858
Change+245,714 (+1%)
Value$23.7B (-$552.9M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares5,424,027 from 5,063,516
Change+360,511 (+7%)
Value$6.3B (+$202.7M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares4,745,900 from 4,783,459
Change-37,559 (-1%)
Value$5.5B (-$246.0M)
Filed 2026-11-05
Amundi
DECREASED
Shares4,655,456 from 4,808,143
Change-152,687 (-3%)
Value$5.4B (-$380.3M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares3,889,092 from 4,003,417
Change-114,325 (-3%)
Value$4.5B (-$301.8M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares3,795,355 from 3,379,627
Change+415,728 (+12%)
Value$4.4B (+$337.9M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,146,752 from 2,013,696
Change+133,056 (+7%)
Value$2.5B (+$68.7M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,839,623 from 1,895,765
Change-56,142 (-3%)
Value$2.1B (-$145.2M)
Filed 2026-10-29
Swedbank AB
DECREASED
Shares1,742,837 from 1,781,310
Change-38,473 (-2%)
Value$2.0B (-$120.0M)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares1,739,872 from 1,750,788
Change-10,916 (-1%)
Value$2.0B (-$86.8M)
Filed 2026-11-05
Sapient Capital LLC
INCREASED
Shares1,478,787 from 1,447,540
Change+31,247 (+2%)
Value$1.7B (-$25.1M)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares1,345,324 from 1,354,723
Change-9,399 (-1%)
Value$1.6B (-$68.3M)
Filed 2026-11-05
Principal Financial Group Inc
INCREASED
Shares1,321,534 from 1,255,719
Change+65,815 (+5%)
Value$1.5B (+$23.0M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,319,156 from 1,274,807
Change+44,349 (+3%)
Value$1.5B (-$2.7M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares1,164,458 from 1,199,053
Change-34,595 (-3%)
Value$1.3B (-$90.8M)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
INCREASED
Shares1,069,808 from 915,360
Change+154,448 (+17%)
Value$1.3M (+$433.2K)
Filed 2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares914,092 from 913,248
Change+844 (+0%)
Value$1.1B (-$39.1M)
Filed 2026-10-29
Barclays PLC
DECREASED
Shares862,893 from 1,143,891
Change-280,998 (-25%)
Value$998.4M (-$373.6M)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares834,060 from 754,985
Change+79,075 (+10%)
Value$965.4M (+$59.5M)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
INCREASED
Shares833,498 from 758,740
Change+74,758 (+10%)
Value$964.4M (+$54.4M)
Filed 2026-10-20
Assenagon Asset Management S.A.
INCREASED
Shares784,936 from 501,025
Change+283,911 (+57%)
Value$908.2M (+$307.3M)
Filed 2026-10-15
Russell Investments Group, Ltd.
DECREASED
Shares745,489 from 781,929
Change-36,440 (-5%)
Value$865.0M (-$77.4M)
Filed 2026-11-06
Danske Bank A/S
DECREASED
Shares695,738 from 767,326
Change-71,588 (-9%)
Value$805.0M (-$115.3M)
Filed 2026-11-09
Aberdeen Group plc
INCREASED
Shares695,689 from 682,818
Change+12,871 (+2%)
Value$805.0M (-$14.0M)
Filed 2026-11-06
KBC Group NV
INCREASED
Shares626,812 from 544,998
Change+81,814 (+15%)
Value$725.3K (-$653.0M)
Filed 2026-10-22
Old National Bancorp
INCREASED
Shares605,569 from 605,458
Change+111 (+0%)
Value$700.7M (-$25.5M)
Filed 2026-10-20
MacKenzie Financial Corp
INCREASED
Shares603,053 from 580,460
Change+22,593 (+4%)
Value$697.8M (+$1.6M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares599,401 from 618,137
Change-18,736 (-3%)
Value$693.6K (-$740.7M)
Filed 2026-10-22
AGF Management LTD
INCREASED
Shares593,249 from 556,470
Change+36,779 (+7%)
Value$686.4M (+$19.0M)
Filed 2026-11-03
Goelzer Investment Management, Inc.
INCREASED
Shares556,177 from 537,488
Change+18,689 (+3%)
Value$643.5M (-$1.1M)
Filed 2026-10-16
AMF Tjanstepension AB
INCREASED
Shares543,339 from 478,077
Change+65,262 (+14%)
Value$628.7M (+$55.3M)
Filed 2026-10-22
Bahl & Gaynor LLC
DECREASED
Shares543,245 from 656,123
Change-112,878 (-17%)
Value$628.6M (-$158.4M)
Filed 2026-11-05
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares496,983 from 483,132
Change+13,851 (+3%)
Value$575.0M (-$4.4M)
Filed 2026-11-06
Parnassus Investments, LLC
DECREASED
Shares471,353 from 525,464
Change-54,111 (-10%)
Value$545.4M (-$84.9M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares457,621 from 445,706
Change+11,915 (+3%)
Value$529.5M (-$5.1M)
Filed 2026-11-02
SEB Asset Management AB
INCREASED
Shares434,130 from 390,198
Change+43,932 (+11%)
Value$502.3M (+$34.3M)
Filed 2026-11-04
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares421,700 from 421,700
Change0 (0%)
Value$488.9M (-$16.9M)
Filed 2026-11-02
Eurizon Capital SGR S.p.A.
DECREASED
Shares417,655 from 429,150
Change-11,495 (-3%)
Value$485.6M (-$31.7M)
Filed 2026-11-06
Private Capital Advisors, Inc.
INCREASED
Shares411,540 from 411,425
Change+115 (+0%)
Value$476.2M (-$17.3M)
Filed 2026-10-06
Truist Financial Corp
INCREASED
Shares410,297 from 400,653
Change+9,644 (+2%)
Value$474.7M (-$5.8M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares404,753 from 344,848
Change+59,905 (+17%)
Value$468.3M (+$54.7M)
Filed 2026-11-02
Candriam S.C.A.
DECREASED
Shares401,209 from 401,970
Change-761 (0%)
Value$465.9M (-$15.7M)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares394,197 from 396,540
Change-2,343 (-1%)
Value$456.0K (-$475.2M)
Filed 2026-11-05
Asset Management One Co., Ltd.
INCREASED
Shares393,048 from 384,625
Change+8,423 (+2%)
Value$454.8M (-$6.5M)
Filed 2026-10-27
Swiss Life Asset Management Ltd
DECREASED
Shares351,383 from 357,284
Change-5,901 (-2%)
Value$406.6M (-$22.0M)
Filed 2026-11-03
Ninety One UK Ltd
DECREASED
Shares344,968 from 570,405
Change-225,437 (-40%)
Value$399.2M (-$285.0M)
Filed 2026-10-15
Cardano Risk Management B.V.
INCREASED
Shares342,741 from 249,204
Change+93,537 (+38%)
Value$396.6K (+$97.7K)
Filed 2026-10-20
Nykredit A/S
INCREASED
Shares337,792 from 327,588
Change+10,204 (+3%)
Value$390.9M (-$2.1M)
Filed 2026-11-06
Mirova US LLC
DECREASED
Shares331,045 from 354,043
Change-22,998 (-6%)
Value$383.0M (-$41.6M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares330,482 from 314,724
Change+15,758 (+5%)
Value$380.0M (+$4.9M)
Filed 2026-11-04
OFI Invest Asset Management
INCREASED
Shares329,084 from 101,109
Change+227,975 (+225%)
Value$335.8M (+$229.2M)
Filed 2026-11-06
Bedel Financial Consulting, Inc.
DECREASED
Shares328,092 from 328,198
Change-106 (0%)
Value$379.6M (-$14.0M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares316,678 from 286,254
Change+30,424 (+11%)
Value$366.4M (+$23.1M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares289,232 from 283,001
Change+6,231 (+2%)
Value$334.7M (-$4.8M)
Filed 2026-11-02
Strs Ohio
DECREASED
Shares279,285 from 294,079
Change-14,794 (-5%)
Value$323.2M (-$29.6M)
Filed 2026-10-30
Weatherly Asset Management L. P.
DECREASED
Shares270,016 from 271,656
Change-1,640 (-1%)
Value$312.4M (-$13.4M)
Filed 2026-10-20
Compagnie Lombard Odier SCmA
INCREASED
Shares264,629 from 258,737
Change+5,892 (+2%)
Value$306.2M (-$4.1M)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares264,412 from 272,730
Change-8,318 (-3%)
Value$305.9M (-$21.2M)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares259,481 from 282,998
Change-23,517 (-8%)
Value$300.2M (-$39.2M)
Filed 2026-11-05
State of New Jersey Common Pension Fund D
DECREASED
Shares258,520 from 259,674
Change-1,154 (0%)
Value$299.1M (-$12.3M)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares255,175 from 274,422
Change-19,247 (-7%)
Value$295.3M (-$33.9M)
Filed 2026-10-15
ABN Amro Investment Solutions
INCREASED
Shares251,411 from 232,754
Change+18,657 (+8%)
Value$290.9M (+$11.7M)
Filed 2026-10-21
Retirement Systems of Alabama
INCREASED
Shares246,991 from 196,413
Change+50,578 (+26%)
Value$285.8M (+$50.2M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares243,316 from 192,333
Change+50,983 (+27%)
Value$280.1M (+$50.8M)
Filed 2026-10-16
Mn Services Vermogensbeheer B.V.
INCREASED
Shares236,643 from 233,943
Change+2,700 (+1%)
Value$273.8K (-$280.3M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares229,903 from 225,167
Change+4,736 (+2%)
Value$266.0M (-$4.1M)
Filed 2026-10-13
Xponance LLC
INCREASED
Shares229,667 from 222,559
Change+7,108 (+3%)
Value$265.7M (-$1.2M)
Filed 2026-11-03
UniSuper Management Pty Ltd
INCREASED
Shares228,947 from 193,999
Change+34,948 (+18%)
Value$264.9M (+$32.2M)
Filed 2026-10-26
Arizona State Retirement System
INCREASED
Shares225,750 from 222,844
Change+2,906 (+1%)
Value$261.2M (-$6.1M)
Filed 2026-11-03
Alphinity Investment Management Pty Ltd
DECREASED
Shares215,789 from 301,331
Change-85,542 (-28%)
Value$249.7M (-$111.7M)
Filed 2026-11-02
King Luther Capital Management Corp
INCREASED
Shares212,351 from 208,203
Change+4,148 (+2%)
Value$245.7M (-$4.0M)
Filed 2026-11-05
State of Michigan Retirement System
DECREASED
Shares211,404 from 212,904
Change-1,500 (-1%)
Value$244.6M (-$10.8M)
Filed 2026-10-27
Nisa Investment Advisors, LLC
DECREASED
Shares207,843 from 209,022
Change-1,179 (-1%)
Value$240.5M (-$10.2M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares204,606 from 183,702
Change+20,904 (+11%)
Value$218.0M (+$20.7M)
Filed 2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares195,563 from 191,037
Change+4,526 (+2%)
Value$226.3K (-$228.9M)
Filed 2026-10-22
IFM Investors Pty Ltd
INCREASED
Shares189,074 from 183,394
Change+5,680 (+3%)
Value$218.8M (-$1.2M)
Filed 2026-10-14
Glenview Trust Co
DECREASED
Shares184,247 from 188,484
Change-4,237 (-2%)
Value$213.2M (-$12.9M)
Filed 2026-10-28
Daiwa Securities Group Inc.
INCREASED
Shares182,614 from 160,225
Change+22,389 (+14%)
Value$211.3M (+$19.1M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares180,289 from 181,813
Change-1,524 (-1%)
Value$208.6K (-$217.9M)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares176,781 from 174,724
Change+2,057 (+1%)
Value$204.5M (-$5.0M)
Filed 2026-11-03
Welch & Forbes LLC
DECREASED
Shares171,447 from 172,704
Change-1,257 (-1%)
Value$198.4M (-$8.8M)
Filed 2026-11-04
Amalgamated Bank
DECREASED
Shares160,832 from 163,154
Change-2,322 (-1%)
Value$186.1K (-$195.5M)
Filed 2026-10-23
Vontobel Holding Ltd.
INCREASED
Shares158,885 from 136,320
Change+22,565 (+17%)
Value$183.8M (+$20.3M)
Filed 2026-10-16
Temasek Holdings (Private) Ltd
INCREASED
Shares155,659 from 151,473
Change+4,186 (+3%)
Value$180.1M (-$1.6M)
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares150,548 from 148,640
Change+1,908 (+1%)
Value$174.2M (-$4.1M)
Filed 2026-10-20
Neos Investment Management LLC
INCREASED
Shares150,139 from 128,460
Change+21,679 (+17%)
Value$173.7M (+$19.6M)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED
Shares149,050 from 117,525
Change+31,525 (+27%)
Value$172.5M (+$31.5M)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
INCREASED
Shares147,318 from 142,153
Change+5,165 (+4%)
Value$170.5M (-$12.3K)
Filed 2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares145,819 from 149,389
Change-3,570 (-2%)
Value$168.7M (-$10.5M)
Filed 2026-10-19
OP Asset Management Ltd
INCREASED
Shares145,084 from 113,526
Change+31,558 (+28%)
Value$167.9M (+$31.7M)
Filed 2026-11-05
Rakuten Investment Management, Inc.
INCREASED
Shares143,640 from 130,079
Change+13,561 (+10%)
Value$170.2M (+$10.2M)
Filed 2026-10-30
Raiffeisen Bank International AG
INCREASED
Shares137,171 from 129,513
Change+7,658 (+6%)
Value$162.5M (+$3.2M)
Filed 2026-10-28
Border to Coast Pensions Partnership Ltd
INCREASED
Shares135,691 from 123,167
Change+12,524 (+10%)
Value$156.8K (-$147.5M)
Filed 2026-10-09
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares134,890 from 128,222
Change+6,668 (+5%)
Value$156.1M (+$2.3M)
Filed 2026-10-30
ProShare Advisors LLC
INCREASED
Shares134,385 from 129,204
Change+5,181 (+4%)
Value$155.5M (+$523.0K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares130,765 from 118,181
Change+12,584 (+11%)
Value$151.3M (+$9.6M)
Filed 2026-11-02
Rasp Wealth Solutions, LLC
DECREASED
Shares130,286 from 169,743
Change-39,457 (-23%)
Value$150.8M (-$52.8M)
Filed 2026-11-06
Valeo Financial Advisors, LLC
DECREASED
Shares130,209 from 130,247
Change-38 (0%)
Value$150.7M (-$5.6M)
Filed 2026-10-08
New York Life Investment Management LLC
DECREASED
Shares129,112 from 129,708
Change-596 (0%)
Value$149.4M (-$6.2M)
Filed 2026-11-04
Cohen Klingenstein LLC
UNCHANGED
Shares129,013 from 129,013
Change0 (0%)
Value$149.3M (-$5.5M)
Filed 2026-10-15
Virginia Retirement Systems ET Al
INCREASED
Shares126,362 from 121,204
Change+5,158 (+4%)
Value$146.2M (+$835.2K)
Filed 2026-10-28
Gateway Investment Advisers LLC
DECREASED
Shares125,661 from 126,367
Change-706 (-1%)
Value$145.4M (-$6.2M)
Filed 2026-10-13
Congress Asset Management Co
INCREASED
Shares124,514 from 123,060
Change+1,454 (+1%)
Value$144.1M (-$3.5M)
Filed 2026-10-06
Lido Advisors, LLC
INCREASED
Shares119,961 from 114,252
Change+5,709 (+5%)
Value$138.8M (+$1.8M)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
INCREASED
Shares119,002 from 104,844
Change+14,158 (+14%)
Value$120.0M (-$9.5M)
Filed 2026-11-04
Henshaw Capital LLC
UNCHANGED
Shares117,176 from 117,176
Change0 (0%)
Value$135.6M (-$5.0M)
Filed 2026-11-03
Meitav Investment House LTD
DECREASED
Shares115,333 from 119,333
Change-4,000 (-3%)
Value$133.4M (-$9.7M)
Filed 2026-10-28
Eastern Bank
DECREASED
Shares115,236 from 116,336
Change-1,100 (-1%)
Value$133.3M (-$6.2M)
Filed 2026-10-05
Achmea Investment Management B.V.
NEW
Shares112,660
Change+112,660
Value$130.5M
Filed 2026-10-30
Keybank National Association
DECREASED
Shares105,115 from 109,086
Change-3,971 (-4%)
Value$121.6M (-$9.2M)
Filed 2026-11-04
Kornitzer Capital Management Inc
DECREASED
Shares104,731 from 109,014
Change-4,283 (-4%)
Value$121.2M (-$9.6M)
Filed 2026-11-03
Sarasin & Partners LLP
DECREASED
Shares103,935 from 110,831
Change-6,896 (-6%)
Value$120.3M (-$12.7M)
Filed 2026-10-13
Amanah Holdings Trust
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$115.7M (-$4.2M)
Filed 2026-10-23
Cullen T Bankers, Inc.
DECREASED
Shares98,591 from 101,158
Change-2,567 (-3%)
Value$114.1M (-$7.3M)
Filed 2026-10-28
Oregon Public Employees Retirement Fund
INCREASED
Shares98,374 from 97,267
Change+1,107 (+1%)
Value$113.8M (-$2.8M)
Filed 2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares97,248 from 97,248
Change0 (0%)
Value$112.5M (-$4.1M)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares96,058 from 90,920
Change+5,138 (+6%)
Value$111.1M (+$2.1M)
Filed 2026-11-03
Country Trust Bank
INCREASED
Shares95,380 from 93,443
Change+1,937 (+2%)
Value$110.4M (-$1.7M)
Filed 2026-10-30
Savant Capital, LLC
INCREASED
Shares94,426 from 67,429
Change+26,997 (+40%)
Value$109.3M (+$29.7M)
Filed 2026-11-06
J. Safra Sarasin Holding AG
INCREASED
Shares92,944 from 89,972
Change+2,972 (+3%)
Value$93.9M (+$2.1M)
Filed 2026-10-26
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares92,535 from 92,643
Change-108 (0%)
Value$107.1M (-$4.0M)
Filed 2026-10-22
State of Alaska, Department of Revenue
DECREASED
Shares89,466 from 91,180
Change-1,714 (-2%)
Value$103.5K (-$109.3M)
Filed 2026-10-15
Chicago Capital, LLC
INCREASED
Shares87,506 from 87,354
Change+152 (+0%)
Value$101.3M (-$3.5M)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares86,953 from 78,682
Change+8,271 (+11%)
Value$100.6M (+$6.2M)
Filed 2026-10-26
Mutual of America Capital Management LLC
INCREASED
Shares86,002 from 85,798
Change+204 (+0%)
Value$99.5M (-$3.4M)
Filed 2026-10-23
Factory Mutual Insurance Co
INCREASED
Shares85,031 from 81,000
Change+4,031 (+5%)
Value$98.4M (+$1.2M)
Filed 2026-10-30
Lazard Freres Gestion S.A.S.
DECREASED
Shares82,560 from 84,549
Change-1,989 (-2%)
Value$95.5K (-$101.3M)
Filed 2026-11-03
Aegon Asset Management UK PLC
INCREASED
Shares81,803 from 81,026
Change+777 (+1%)
Value$94.7M (-$2.5M)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares81,580 from 81,167
Change+413 (+1%)
Value$94.4M (-$3.0M)
Filed 2026-10-14
BCV Asset Management Inc.
DECREASED
Shares80,604 from 80,697
Change-93 (0%)
Value$93.6M (-$5.8M)
Filed 2026-11-06
Salem Investment Counselors Inc
DECREASED
Shares78,919 from 78,924
Change-5 (0%)
Value$91.3M (-$3.3M)
Filed 2026-10-13
Artemis Investment Management LLP
DECREASED
Shares76,310 from 95,948
Change-19,638 (-20%)
Value$88.3M (-$26.8M)
Filed 2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares75,984 from 59,780
Change+16,204 (+27%)
Value$87.9M (+$16.2M)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares75,762 from 77,129
Change-1,367 (-2%)
Value$87.7M (-$4.8M)
Filed 2026-10-15
Citizens Financial Group Inc
DECREASED
Shares75,164 from 76,092
Change-928 (-1%)
Value$87.0M (-$4.3M)
Filed 2026-10-23
Allworth Financial LP
INCREASED
Shares74,905 from 68,037
Change+6,868 (+10%)
Value$89.8M (+$8.2M)
Filed 2026-11-06
UMB Bank, n.a.
DECREASED
Shares74,882 from 76,534
Change-1,652 (-2%)
Value$86.6M (-$5.2M)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares74,564 from 79,471
Change-4,907 (-6%)
Value$86.3M (-$9.0M)
Filed 2026-10-27
LBP AM SA
DECREASED
Shares73,384 from 164,898
Change-91,514 (-55%)
Value$84.9M (-$112.9M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares73,312 from 68,243
Change+5,069 (+7%)
Value$84.8M (+$3.0M)
Filed 2026-10-22
Exchange Traded Concepts, LLC
INCREASED
Shares72,347 from 47,128
Change+25,219 (+54%)
Value$83.7M (+$27.2M)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares71,756 from 67,842
Change+3,914 (+6%)
Value$83.0M (+$1.7M)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares71,632 from 64,452
Change+7,180 (+11%)
Value$82.9M (+$5.6M)
Filed 2026-10-23
Chilton Capital Management LLC
INCREASED
Shares69,812 from 69,286
Change+526 (+1%)
Value$80.8M (-$2.3M)
Filed 2026-10-28
Yousif Capital Management, LLC
INCREASED
Shares68,446 from 67,889
Change+557 (+1%)
Value$79.2M (-$2.2M)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares68,083 from 43,809
Change+24,274 (+55%)
Value$78.8M (+$26.2M)
Filed 2026-10-08
Generali Asset Management SPA SGR
INCREASED
Shares68,033 from 63,771
Change+4,262 (+7%)
Value$78.7M (+$2.2M)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares67,349 from 65,278
Change+2,071 (+3%)
Value$77.9M (-$367.9K)
Filed 2026-10-21
BAR Harbor Wealth Management
INCREASED
Shares66,424 from 65,715
Change+709 (+1%)
Value$76.9M (-$2.0M)
Filed 2026-10-21
Cookson Peirce & Co Inc
INCREASED
Shares65,416 from 16,449
Change+48,967 (+298%)
Value$75.7M (+$56.0M)
Filed 2026-10-30
E. Ohman J:or Asset Management AB
DECREASED
Shares65,248 from 65,270
Change-22 (0%)
Value$75.5M (-$2.8M)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares63,892 from 46,836
Change+17,056 (+36%)
Value$73.9M (+$17.8M)
Filed 2026-10-16
Pinnacle Associates LTD
INCREASED
Shares63,439 from 62,043
Change+1,396 (+2%)
Value$73.4M (-$1.0M)
Filed 2026-10-20
J. L. Bainbridge & Co., Inc.
INCREASED
Shares62,350 from 61,737
Change+613 (+1%)
Value$72.1M (-$1.9M)
Filed 2026-10-20
Gulf International Bank (UK) Ltd
UNCHANGED
Shares62,007 from 62,007
Change0 (0%)
Value$71.7K (-$74.3M)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares61,753 from 63,152
Change-1,399 (-2%)
Value$71.5M (-$4.3M)
Filed 2026-10-20
Brookstone Capital Management
DECREASED
Shares61,439 from 65,395
Change-3,956 (-6%)
Value$71.1M (-$7.3M)
Filed 2026-10-22
OAK Ridge Investments LLC
DECREASED
Shares61,411 from 64,184
Change-2,773 (-4%)
Value$71.1M (-$5.9M)
Filed 2026-10-30
Banque Pictet & CIE SA
DECREASED
Shares61,337 from 67,095
Change-5,758 (-9%)
Value$71.0M (-$9.5M)
Filed 2026-10-16
Associated Banc-Corp
DECREASED
Shares59,143 from 59,627
Change-484 (-1%)
Value$68.4M (-$3.1M)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares58,234 from 57,559
Change+675 (+1%)
Value$67.4M (-$1.7M)
Filed 2026-10-13
Nicholas Company, Inc.
DECREASED
Shares58,231 from 69,981
Change-11,750 (-17%)
Value$67.4M (-$16.6M)
Filed 2026-11-05
Triglav Investments, D.O.O.
INCREASED
Shares57,687 from 53,033
Change+4,654 (+9%)
Value$66.8M (+$3.2M)
Filed 2026-11-06
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares57,349 from 57,349
Change0 (0%)
Value$66.4M (-$2.4M)
Filed 2026-11-09
Illinois Municipal Retirement Fund
INCREASED
Shares57,175 from 56,045
Change+1,130 (+2%)
Value$66.2M (-$1.1M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares57,167 from 56,415
Change+752 (+1%)
Value$66.1M (-$1.5M)
Filed 2026-11-06
Generate Investment Management Ltd
INCREASED
Shares57,065 from 52,656
Change+4,409 (+8%)
Value$66.0M (+$2.9M)
Filed 2026-10-14
AMI Asset Management Corp
DECREASED
Shares56,648 from 58,726
Change-2,078 (-4%)
Value$65.5M (-$4.9M)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares56,462 from 55,873
Change+589 (+1%)
Value$65.3M (-$1.7M)
Filed 2026-10-28
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares55,828 from 55,847
Change-19 (0%)
Value$64.6M (-$2.4M)
Filed 2026-11-02
Traynor Capital Management, Inc.
INCREASED
Shares55,402 from 54,814
Change+588 (+1%)
Value$64.1M (-$1.6M)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares55,186 from 55,467
Change-281 (-1%)
Value$63.8M (-$2.7M)
Filed 2026-11-06
Northeast Investment Management
INCREASED
Shares54,455 from 54,340
Change+115 (+0%)
Value$63.0M (-$2.2M)
Filed 2026-10-30
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares54,350 from 64,390
Change-10,040 (-16%)
Value$62.9M (-$14.3M)
Filed 2026-10-29
Jefferies Financial Group Inc.
INCREASED
Shares53,598 from 8,250
Change+45,348 (+550%)
Value$62.0M (+$52.1M)
Filed 2026-11-05
Tokio Marine Asset Management Co LTD
INCREASED
Shares53,416 from 52,573
Change+843 (+2%)
Value$61.8M (-$1.3M)
Filed 2026-10-26
Campbell Newman Asset Management Inc
INCREASED
Shares53,363 from 53,348
Change+15 (+0%)
Value$61.7M (-$2.2M)
Filed 2026-10-22
First Merchants Corp
INCREASED
Shares53,117 from 50,428
Change+2,689 (+5%)
Value$61.5M (+$975.8K)
Filed 2026-10-15
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares52,767 from 49,886
Change+2,881 (+6%)
Value$61.1M (+$1.2M)
Filed 2026-11-06
Fort Washington Investment Advisors Inc
INCREASED
Shares52,294 from 52,264
Change+30 (+0%)
Value$60.5M (-$2.2M)
Filed 2026-10-15
Fiera Capital Corp
INCREASED
Shares51,862 from 47,526
Change+4,336 (+9%)
Value$60.0M (+$3.0M)
Filed 2026-11-06
Saratoga Research & Investment Management
DECREASED
Shares51,789 from 53,862
Change-2,073 (-4%)
Value$59.9M (-$4.7M)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares51,420 from 46,944
Change+4,476 (+10%)
Value$72.9M (+$16.6M)
Filed 2026-11-04
LVM Capital Management LTD
DECREASED
Shares50,488 from 50,521
Change-33 (0%)
Value$58.4M (+$58.4M)
Filed 2026-10-20
AIA Group Ltd
DECREASED
Shares50,479 from 56,816
Change-6,337 (-11%)
Value$58.4M (-$9.7M)
Filed 2026-10-30
Loftus Peak Pty Ltd
INCREASED
Shares50,391 from 45,587
Change+4,804 (+11%)
Value$58.3M (+$3.6M)
Filed 2026-10-15
Adams Diversified Equity Fund, Inc.
DECREASED
Shares50,268 from 50,768
Change-500 (-1%)
Value$58.2M (-$2.7M)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares49,806 from 51,087
Change-1,281 (-3%)
Value$57.6M (-$3.6M)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares48,822 from 45,883
Change+2,939 (+6%)
Value$56.5M (+$1.5M)
Filed 2026-11-06
Maryland State Retirement & Pension System
INCREASED
Shares48,808 from 42,948
Change+5,860 (+14%)
Value$56.5M (+$5.0M)
Filed 2026-11-05
Modera Wealth Management, LLC
INCREASED
Shares48,573 from 45,597
Change+2,976 (+7%)
Value$56.2M (+$1.5M)
Filed 2026-10-28
First American Bank
DECREASED
Shares48,197 from 49,397
Change-1,200 (-2%)
Value$55.8M (-$3.5M)
Filed 2026-10-27
Nearside Advisors, LLC
NEW
Shares47,617
Change+47,617
Value$55.1M
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares47,228 from 44,320
Change+2,908 (+7%)
Value$54.6M (+$1.5M)
Filed 2026-10-27
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares46,929 from 51,279
Change-4,350 (-8%)
Value$54.3M (-$7.2M)
Filed 2026-10-30
Maple Capital Management, Inc.
DECREASED
Shares46,744 from 47,852
Change-1,108 (-2%)
Value$54.1M (-$3.3M)
Filed 2026-11-02
Cornerstone Advisors, LLC
DECREASED
Shares46,689 from 50,632
Change-3,943 (-8%)
Value$54.0M (-$6.7M)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
INCREASED
Shares46,657 from 44,150
Change+2,507 (+6%)
Value$54.0M (+$1.0M)
Filed 2026-10-21
Cypress Capital Group
DECREASED
Shares46,091 from 47,680
Change-1,589 (-3%)
Value$53.3M (-$3.9M)
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares44,851 from 29,637
Change+15,214 (+51%)
Value$51.9M (+$16.3M)
Filed 2026-10-22
Wendell David Associates Inc
INCREASED
Shares44,736 from 44,419
Change+317 (+1%)
Value$51.8K (-$53.2M)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED
Shares44,574 from 42,067
Change+2,507 (+6%)
Value$51.5M (+$1.1M)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares44,269 from 46,496
Change-2,227 (-5%)
Value$51.2M (-$4.5M)
Filed 2026-10-28
Farmers & Merchants Investments Inc
DECREASED
Shares44,082 from 44,397
Change-315 (-1%)
Value$51.0M (-$2.2M)
Filed 2026-10-22
Quintet Private Bank (Europe) S.A.
INCREASED
Shares44,028 from 28,266
Change+15,762 (+56%)
Value$50.9M (+$17.0M)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares43,974 from 53,980
Change-10,006 (-19%)
Value$50.9M (-$13.9M)
Filed 2026-10-22
Hartford Investment Management Co
DECREASED
Shares42,833 from 43,731
Change-898 (-2%)
Value$49.6M (-$2.9M)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares42,572 from 42,430
Change+142 (+0%)
Value$49.3M (-$1.6M)
Filed 2026-10-13
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares42,010 from 43,930
Change-1,920 (-4%)
Value$48.6M (-$4.1M)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares41,713 from 42,110
Change-397 (-1%)
Value$48.3M (-$2.2M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares41,180 from 34,353
Change+6,827 (+20%)
Value$47.6M (+$6.4M)
Filed 2026-10-29
Natixis
DECREASED
Shares41,149 from 133,441
Change-92,292 (-69%)
Value$47.6M (-$112.4M)
Filed 2026-11-06
Orange Investment Advisors, Inc.
DECREASED
Shares40,985 from 41,468
Change-483 (-1%)
Value$47.4M (-$2.3M)
Filed 2026-10-23
Braun Stacey Associates Inc
INCREASED
Shares40,823 from 40,794
Change+29 (+0%)
Value$47.2M (-$1.7M)
Filed 2026-10-19
Vantage Investment Partners, LLC
DECREASED
Shares40,789 from 45,496
Change-4,707 (-10%)
Value$47.2M (-$7.4M)
Filed 2026-10-27
GF Fund Management Co. Ltd.
INCREASED
Shares40,491 from 22,453
Change+18,038 (+80%)
Value$46.9M (+$19.9M)
Filed 2026-10-26
Kimelman & Baird, LLC
INCREASED
Shares40,473 from 40,384
Change+89 (+0%)
Value$46.8M (-$1.6M)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares40,202 from 40,627
Change-425 (-1%)
Value$46.6M (-$2.2M)
Filed 2026-10-14
TrinityBridge Ltd
INCREASED
Shares40,000 from 39,899
Change+101 (+0%)
Value$46.4K (-$47.8M)
Filed 2026-10-30
Mogy Joel R Investment Counsel Inc
INCREASED
Shares39,762 from 39,645
Change+117 (+0%)
Value$46.0M (-$1.5M)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares39,607 from 34,121
Change+5,486 (+16%)
Value$45.8M (+$4.9M)
Filed 2026-10-15
New Mexico Educational Retirement Board
UNCHANGED
Shares39,408 from 39,408
Change0 (0%)
Value$45.6K (-$47.2M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares39,400 from 40,400
Change-1,000 (-2%)
Value$45.6M (-$2.9M)
Filed 2026-10-20
Oak Grove Capital LLC
INCREASED
Shares39,238 from 24,336
Change+14,902 (+61%)
Value$45.4M (+$16.2M)
Filed 2026-10-09
First Citizens Bank & Trust Co
INCREASED
Shares38,512 from 31,493
Change+7,019 (+22%)
Value$44.6M (+$6.8M)
Filed 2026-10-14
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares38,166 from 35,218
Change+2,948 (+8%)
Value$44.2M (+$1.9M)
Filed 2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares38,070 from 35,936
Change+2,134 (+6%)
Value$44.1M (+$947.3K)
Filed 2026-10-22
Bank Pictet & Cie (Europe) AG
DECREASED
Shares37,664 from 44,977
Change-7,313 (-16%)
Value$43.6M (-$10.4M)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares37,258 from 35,602
Change+1,656 (+5%)
Value$43.1K (-$42.7M)
Filed 2026-10-26
Talbot Financial, LLC
INCREASED
Shares37,225 from 37,106
Change+119 (+0%)
Value$43.1M (-$1.4M)
Filed 2026-10-19
Fisher Funds Management LTD
INCREASED
Shares37,181 from 14,451
Change+22,730 (+157%)
Value$43.0M (+$25.7M)
Filed 2026-10-13
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares36,300 from 36,300
Change0 (0%)
Value$42.0M (-$1.5M)
Filed 2026-10-28
Fishman JAY A LTD
INCREASED
Shares36,210 from 34,176
Change+2,034 (+6%)
Value$41.9M (+$906.5K)
Filed 2026-10-26
Florida Trust Wealth Management Co
DECREASED
Shares36,115 from 39,836
Change-3,721 (-9%)
Value$41.8M (-$6.0M)
Filed 2026-11-05
Suncoast Equity Management
DECREASED
Shares34,452 from 35,727
Change-1,275 (-4%)
Value$39.9M (-$3.0M)
Filed 2026-11-03
Strategic Planning Group, LLC
INCREASED
Shares34,284 from 25,619
Change+8,665 (+34%)
Value$39.7M (+$8.9M)
Filed 2026-10-22
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares34,277 from 30,929
Change+3,348 (+11%)
Value$39.7M (+$2.6M)
Filed 2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares34,162 from 37,504
Change-3,342 (-9%)
Value$39.5M (-$5.5M)
Filed 2026-10-22
Busey Bank
INCREASED
Shares33,964 from 33,809
Change+155 (+0%)
Value$39.3M (-$1.3M)
Filed 2026-10-26
Avanza Fonder AB
INCREASED
Shares33,652 from 30,594
Change+3,058 (+10%)
Value$38.9M (+$2.2M)
Filed 2026-10-13
Locust Wood Capital Advisers, LLC
DECREASED
Shares33,522 from 39,718
Change-6,196 (-16%)
Value$38.8M (-$8.9M)
Filed 2026-11-03
Dana Investment Advisors, Inc.
DECREASED
Shares33,509 from 35,592
Change-2,083 (-6%)
Value$38.8M (-$3.9M)
Filed 2026-11-06
Annex Advisory Services, LLC
INCREASED
Shares33,181 from 3,835
Change+29,346 (+765%)
Value$38.4M (+$33.8M)
Filed 2026-10-16
DSG Capital Advisors, LLC
DECREASED
Shares32,491 from 33,507
Change-1,016 (-3%)
Value$37.6M (-$1.0M)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares32,230 from 31,933
Change+297 (+1%)
Value$37.3M (-$1.0M)
Filed 2026-11-03
Univest Financial Corp
DECREASED
Shares32,222 from 33,820
Change-1,598 (-5%)
Value$37.3M (-$3.3M)
Filed 2026-11-05
Covea Finance
DECREASED
Shares32,210 from 36,010
Change-3,800 (-11%)
Value$37.3M (-$5.9M)
Filed 2026-10-21
Trust Co of Toledo NA
DECREASED
Shares32,023 from 32,277
Change-254 (-1%)
Value$37.1M (-$1.7M)
Filed 2026-10-16
First National Trust Co
INCREASED
Shares31,653 from 30,798
Change+855 (+3%)
Value$36.6M (-$315.0K)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares31,342 from 27,938
Change+3,404 (+12%)
Value$36.3M (+$2.8M)
Filed 2026-10-30
NTV Asset Management LLC
INCREASED
Shares31,222 from 30,611
Change+611 (+2%)
Value$36.1M (-$589.4K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares30,599 from 30,412
Change+187 (+1%)
Value$35.4M (-$1.1M)
Filed 2026-11-05
Calamos Wealth Management LLC
DECREASED
Shares30,480 from 31,177
Change-697 (-2%)
Value$35.3M (-$2.1M)
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares30,453 from 29,798
Change+655 (+2%)
Value$35.2M (-$504.1K)
Filed 2026-10-28
Montag A & Associates Inc
INCREASED
Shares30,313 from 29,430
Change+883 (+3%)
Value$35.1M (-$224.9K)
Filed 2026-10-29
Simplify Asset Management Inc.
INCREASED
Shares30,088 from 14,715
Change+15,373 (+104%)
Value$34.8M (+$17.2M)
Filed 2026-10-27
Investment House LLC
DECREASED
Shares30,026 from 46,347
Change-16,321 (-35%)
Value$34.7M (-$20.8M)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares29,750 from 25,552
Change+4,198 (+16%)
Value$34.4M (+$3.8M)
Filed 2026-11-04
Fulton Breakefield Broenniman LLC
DECREASED
Shares29,651 from 30,025
Change-374 (-1%)
Value$34.3M (-$1.7M)
Filed 2026-11-03
Overbrook Management Corp
DECREASED
Shares29,359 from 29,366
Change-7 (0%)
Value$34.0M (-$1.3M)
Filed 2026-10-08
Creative Financial Designs Inc
DECREASED
Shares29,047 from 29,603
Change-556 (-2%)
Value$33.6M (-$1.9M)
Filed 2026-11-04
Jacobs & Co
DECREASED
Shares28,975 from 29,017
Change-42 (0%)
Value$33.5K (-$1.3K)
Filed 2026-10-09
Larson Financial Group LLC
INCREASED
Shares28,851 from 21,831
Change+7,020 (+32%)
Value$33.4M (+$7.2M)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares28,640 from 27,818
Change+822 (+3%)
Value$33.1M (-$234.7K)
Filed 2026-10-15
CX Institutional
DECREASED
Shares28,563 from 35,493
Change-6,930 (-20%)
Value$33.0K (-$9.5K)
Filed 2026-10-02
Gamma Investing LLC
INCREASED
Shares28,383 from 25,845
Change+2,538 (+10%)
Value$32.8M (+$1.8M)
Filed 2026-10-08
Masterinvest Kapitalanlage GmbH
INCREASED
Shares28,139 from 24,755
Change+3,384 (+14%)
Value$32.6M (+$2.9M)
Filed 2026-11-03
Baker Avenue Asset Management, LP
INCREASED
Shares28,122 from 26,531
Change+1,591 (+6%)
Value$32.5M (+$718.1K)
Filed 2026-11-06
Granite Investment Partners, LLC
INCREASED
Shares27,765 from 26,997
Change+768 (+3%)
Value$32.1M (-$254.7K)
Filed 2026-11-04
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares27,765 from 28,025
Change-260 (-1%)
Value$32.1M (-$1.5M)
Filed 2026-10-30
iA Global Asset Management Inc.
DECREASED
Shares27,658 from 32,937
Change-5,279 (-16%)
Value$32.0K (-$39.5M)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED
Shares27,609 from 26,730
Change+879 (+3%)
Value$31.9M (-$114.2K)
Filed 2026-10-21
Gradient Investments LLC
INCREASED
Shares27,405 from 27,342
Change+63 (+0%)
Value$31.7M (-$1.1M)
Filed 2026-10-08
JAG Capital Management, LLC
INCREASED
Shares27,173 from 22,275
Change+4,898 (+22%)
Value$31.4M (+$4.7M)
Filed 2026-11-06
Signaturefd, LLC
INCREASED
Shares27,035 from 26,074
Change+961 (+4%)
Value$31.3M (+$7.8K)
Filed 2026-10-23
Tompkins Financial Corp
DECREASED
Shares26,968 from 27,597
Change-629 (-2%)
Value$31.2M (-$1.9M)
Filed 2026-10-05
Parsons Capital Management Inc
INCREASED
Shares26,883 from 26,385
Change+498 (+2%)
Value$31.1M (-$540.5K)
Filed 2026-10-28
Smith Salley Wealth Management
INCREASED
Shares26,819 from 23,731
Change+3,088 (+13%)
Value$31.0M (+$2.6M)
Filed 2026-11-03
Abner Herrman & Brock LLC
DECREASED
Shares26,710 from 27,138
Change-428 (-2%)
Value$30.9K (-$1.6K)
Filed 2026-10-20
Hartline Investment Corp/
INCREASED
Shares26,639 from 25,352
Change+1,287 (+5%)
Value$30.8M (+$415.5K)
Filed 2026-10-29
Cardinal Capital Management
INCREASED
Shares26,623 from 26,505
Change+118 (+0%)
Value$30.8M (-$986.0K)
Filed 2026-10-21
Perigon Wealth Management, LLC
DECREASED
Shares26,608 from 37,313
Change-10,705 (-29%)
Value$30.8M (-$14.0M)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares26,575 from 27,326
Change-751 (-3%)
Value$30.7M (-$2.0M)
Filed 2026-10-05
Bath Savings Trust Co
INCREASED
Shares26,487 from 26,235
Change+252 (+1%)
Value$30.6M (-$819.5K)
Filed 2026-10-07
Meyer Handelman Co
DECREASED
Shares26,447 from 26,804
Change-357 (-1%)
Value$30.6M (-$1.6M)
Filed 2026-10-28
DE Burlo Group Inc
DECREASED
Shares26,413 from 26,613
Change-200 (-1%)
Value$30.6M (-$1.4M)
Filed 2026-11-05
Moors & Cabot, Inc.
INCREASED
Shares26,106 from 22,840
Change+3,266 (+14%)
Value$30.2M (+$2.8M)
Filed 2026-11-06
Builder Investment Group Inc
DECREASED
Shares26,089 from 26,104
Change-15 (0%)
Value$30.2M (-$1.1M)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED
Shares25,916 from 25,068
Change+848 (+3%)
Value$30.0M (-$80.0K)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares25,801 from 31,820
Change-6,019 (-19%)
Value$29.9M (-$8.3M)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED
Shares25,670 from 25,670
Change0 (0%)
Value$29.7M (-$1.1M)
Filed 2026-10-21
Mill Capital Management, LLC
INCREASED
Shares25,509 from 25,422
Change+87 (+0%)
Value$29.5M (-$976.0K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
DECREASED
Shares25,292 from 27,892
Change-2,600 (-9%)
Value$29.3M (-$4.2M)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares25,044 from 22,302
Change+2,742 (+12%)
Value$29.0M (+$1.5M)
Filed 2026-10-13
Burney Co/
INCREASED
Shares24,790 from 24,397
Change+393 (+2%)
Value$28.7M (-$578.7K)
Filed 2026-10-15
Tema Etfs LLC
DECREASED
Shares24,644 from 25,006
Change-362 (-1%)
Value$28.5M (-$1.5M)
Filed 2026-10-16
North Dakota State Investment Board
INCREASED
Shares24,453 from 23,539
Change+914 (+4%)
Value$28.3M (+$60.7K)
Filed 2026-10-27
Roffman Miller Associates Inc
INCREASED
Shares24,380 from 23,289
Change+1,091 (+5%)
Value$28.2M (+$275.4K)
Filed 2026-10-19
Bourgeon Capital Management LLC
DECREASED
Shares24,270 from 24,426
Change-156 (-1%)
Value$28.1M (-$1.2M)
Filed 2026-10-19
Diversified Trust Co
DECREASED
Shares24,219 from 29,940
Change-5,721 (-19%)
Value$28.0M (-$7.9M)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares24,196 from 25,904
Change-1,708 (-7%)
Value$28.0M (-$3.1M)
Filed 2026-10-28
Boston Common Asset Management, LLC
INCREASED
Shares24,195 from 22,557
Change+1,638 (+7%)
Value$28.0M (+$940.0K)
Filed 2026-10-13
Fideuram Asset Management (Ireland) dac
DECREASED
Shares24,190 from 29,491
Change-5,301 (-18%)
Value$28.7M (-$3.0M)
Filed 2026-10-29
KCM Investment Advisors LLC
DECREASED
Shares24,117 from 24,625
Change-508 (-2%)
Value$27.9M (-$1.6M)
Filed 2026-10-27
Anderson Hoagland & Co
INCREASED
Shares23,796 from 22,936
Change+860 (+4%)
Value$31.1M (+$3.6M)
Filed 2026-10-23
Community Trust & Investment Co
DECREASED
Shares23,723 from 23,879
Change-156 (-1%)
Value$27.4M (-$1.2M)
Filed 2026-10-15
KMG Fiduciary Partners, LLC
DECREASED
Shares23,393 from 24,646
Change-1,253 (-5%)
Value$27.1M (-$2.5M)
Filed 2026-10-14
City Holding Co
DECREASED
Shares23,341 from 23,405
Change-64 (0%)
Value$27.0M (-$1.1M)
Filed 2026-10-19
Ritholtz Wealth Management
INCREASED
Shares23,254 from 22,420
Change+834 (+4%)
Value$26.9M (+$15.3K)
Filed 2026-11-05
GAM Holding AG
INCREASED
Shares22,872 from 22,843
Change+29 (+0%)
Value$26.5M (-$933.8K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
DECREASED
Shares22,684 from 23,012
Change-328 (-1%)
Value$26.2M (-$1.4M)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED
Shares22,565 from 23,074
Change-509 (-2%)
Value$26.1M (-$1.6M)
Filed 2026-10-16
Woodmont Investment Counsel LLC
INCREASED
Shares22,467 from 22,183
Change+284 (+1%)
Value$26.0M (-$610.4K)
Filed 2026-10-29
Caldwell Trust Co
INCREASED
Shares22,203 from 21,550
Change+653 (+3%)
Value$25.7M (-$157.1K)
Filed 2026-10-30
Bensler, LLC
INCREASED
Shares22,105 from 21,497
Change+608 (+3%)
Value$25.6M (-$207.3K)
Filed 2026-11-05
Arthur M. Cohen & Associates, LLC
DECREASED
Shares21,973 from 22,070
Change-97 (0%)
Value$25.4M (-$1.0M)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares21,945 from 25,625
Change-3,680 (-14%)
Value$25.4M (-$5.3M)
Filed 2026-10-15
Peachtree Investment Partners, LLC
INCREASED
Shares21,823 from 21,737
Change+86 (+0%)
Value$25.3M (-$820.9K)
Filed 2026-11-05
Cypress Asset Management Inc
DECREASED
Shares21,743 from 21,845
Change-102 (0%)
Value$25.2M (-$1.0M)
Filed 2026-10-09
Journey Advisory Group, LLC
INCREASED
Shares21,500 from 21,437
Change+63 (+0%)
Value$24.9M (-$834.8K)
Filed 2026-11-04
Praxis Investment Management Inc
UNCHANGED
Shares21,410 from 21,410
Change0 (0%)
Value$24.8K (-$25.7M)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares21,338 from 21,219
Change+119 (+1%)
Value$24.7M (-$761.1K)
Filed 2026-11-03
Imc-Chicago, LLC
DECREASED
Shares21,318 from 25,449
Change-4,131 (-16%)
Value$24.7M (-$5.9M)
Filed 2026-11-05
Moran Wealth Management, LLC
INCREASED
Shares21,292 from 20,903
Change+389 (+2%)
Value$24.6M (-$435.1K)
Filed 2026-10-22
William Blair Investment Management, LLC
DECREASED
Shares21,288 from 22,057
Change-769 (-3%)
Value$24.6M (-$1.8M)
Filed 2026-11-06
Partnership Wealth Management, LLC
UNCHANGED
Shares21,162 from 21,162
Change0 (0%)
Value$24.5M (-$896.2K)
Filed 2026-10-05
Plato Investment Management Ltd
INCREASED
Shares21,096 from 20,772
Change+324 (+2%)
Value$24.5M (-$264.5K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares21,057 from 20,352
Change+705 (+3%)
Value$24.4M (-$46.2K)
Filed 2026-10-16
Rossmore Private Capital
INCREASED
Shares21,019 from 20,769
Change+250 (+1%)
Value$24.3M (-$590.3K)
Filed 2026-10-27
Northside Capital Management, LLC
UNCHANGED
Shares20,894 from 20,894
Change0 (0%)
Value$24.2M (-$884.9K)
Filed 2026-10-13
Quilter Plc
DECREASED
Shares20,867 from 20,967
Change-100 (0%)
Value$24.1M (-$1.0M)
Filed 2026-10-21
Trust Investment Advisors
INCREASED
Shares20,797 from 18,839
Change+1,958 (+10%)
Value$24.1M (+$1.5M)
Filed 2026-10-20
Securian Asset Management, Inc
DECREASED
Shares20,784 from 21,012
Change-228 (-1%)
Value$24.0M (-$726.7K)
Filed 2026-11-06
Legacy Private Trust Co.
INCREASED
Shares20,675 from 18,088
Change+2,587 (+14%)
Value$23.9M (+$2.2M)
Filed 2026-10-06
Ferguson Wellman Capital Management, Inc
DECREASED
Shares20,500 from 21,322
Change-822 (-4%)
Value$23.7M (-$1.9M)
Filed 2026-10-05
Appleton Partners Inc
INCREASED
Shares20,474 from 19,717
Change+757 (+4%)
Value$23.7K (-$23.6M)
Filed 2026-10-30
Narwhal Capital Management
DECREASED
Shares20,337 from 20,444
Change-107 (-1%)
Value$23.5M (-$989.6K)
Filed 2026-11-04
Chesley Taft & Associates LLC
DECREASED
Shares20,302 from 20,347
Change-45 (0%)
Value$23.5M (-$913.8K)
Filed 2026-10-13
Chronos Wealth Management, LLC
DECREASED
Shares20,264 from 20,586
Change-322 (-2%)
Value$23.4M (-$1.2M)
Filed 2026-10-20
Sycomore Asset Management
UNCHANGED
Shares20,238 from 20,238
Change0 (0%)
Value$21.5K ($0)
Filed 2026-10-26
Washington Trust Co
INCREASED
Shares20,177 from 19,668
Change+509 (+3%)
Value$23.3M (-$244.0K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares20,121 from 12,708
Change+7,413 (+58%)
Value$23.3M (+$8.0M)
Filed 2026-10-13
Lmcg Investments, LLC
DECREASED
Shares20,080 from 20,478
Change-398 (-2%)
Value$23.2M (-$1.3M)
Filed 2026-10-21
Quadrant Capital Group LLC
DECREASED
Shares20,066 from 20,147
Change-81 (0%)
Value$23.4M (-$757.7K)
Filed 2026-10-20
Strategy Asset Managers LLC
DECREASED
Shares20,052 from 20,278
Change-226 (-1%)
Value$23.2M (-$1.1M)
Filed 2026-10-14
Jamison Private Wealth Management, Inc.
DECREASED
Shares19,984 from 20,014
Change-30 (0%)
Value$23.1M (-$882.4K)
Filed 2026-10-14
Sierra Summit Advisors LLC
INCREASED
Shares19,952 from 19,926
Change+26 (+0%)
Value$23.1M (-$813.8K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
INCREASED
Shares19,860 from 17,158
Change+2,702 (+16%)
Value$23.0M (+$2.4M)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares19,776 from 21,113
Change-1,337 (-6%)
Value$22.9M (-$2.4M)
Filed 2026-10-29
Coastline Trust Co
DECREASED
Shares19,745 from 20,868
Change-1,123 (-5%)
Value$22.8M (-$2.2M)
Filed 2026-10-01
Sava Infond d.o.o.
INCREASED
Shares19,720 from 18,840
Change+880 (+5%)
Value$22.8M (+$220.4K)
Filed 2026-10-28
Alps Advisors Inc
INCREASED
Shares19,618 from 14,911
Change+4,707 (+32%)
Value$22.7M (+$4.8M)
Filed 2026-11-03
Meiji Yasuda America Inc
INCREASED
Shares19,406 from 15,267
Change+4,139 (+27%)
Value$22.5M (+$4.1M)
Filed 2026-10-22
Willis Investment Counsel
INCREASED
Shares19,272 from 18,017
Change+1,255 (+7%)
Value$22.3M (+$689.1K)
Filed 2026-10-20
Act Two Investors LLC
DECREASED
Shares19,267 from 19,302
Change-35 (0%)
Value$22.3M (-$857.9K)
Filed 2026-11-09
Elser Financial Planning, Inc
INCREASED
Shares19,259 from 19,007
Change+252 (+1%)
Value$22.3M (-$513.8K)
Filed 2026-10-16
Wedbush Securities Inc
INCREASED
Shares19,230 from 18,603
Change+627 (+3%)
Value$22.3K (-$22.3M)
Filed 2026-10-22
SJS Investment Consulting Inc.
INCREASED
Shares19,220 from 19,153
Change+67 (+0%)
Value$22.2M (-$733.3K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares19,169 from 17,030
Change+2,139 (+13%)
Value$22.2M (+$1.8M)
Filed 2026-10-29
Richard C. Young & Co., Ltd.
DECREASED
Shares19,145 from 19,363
Change-218 (-1%)
Value$22.2M (-$1.1M)
Filed 2026-11-04
Ascent Group, LLC
INCREASED
Shares19,093 from 18,846
Change+247 (+1%)
Value$22.1M (-$512.2K)
Filed 2026-10-30
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares19,080 from 7,894
Change+11,186 (+142%)
Value$22.1M (+$12.6M)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares18,887 from 18,216
Change+671 (+4%)
Value$24.1M (+$2.4M)
Filed 2026-10-27
Wedmont Private Capital
INCREASED
Shares18,843 from 16,064
Change+2,779 (+17%)
Value$22.0M (+$2.9M)
Filed 2026-10-09
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares18,829 from 18,857
Change-28 (0%)
Value$21.8M (-$830.4K)
Filed 2026-11-03
Tamar Securities, LLC
INCREASED
Shares18,808 from 18,261
Change+547 (+3%)
Value$21.8M (-$140.1K)
Filed 2026-11-03
Jackson Square Capital, LLC
DECREASED
Shares18,782 from 18,872
Change-90 (0%)
Value$21.7M (-$903.4K)
Filed 2026-10-19
GC Wealth Management RIA, LLC
INCREASED
Shares18,689 from 18,328
Change+361 (+2%)
Value$21.6M (-$357.9K)
Filed 2026-11-02
Schmidt P J Investment Management Inc
DECREASED
Shares18,659 from 18,753
Change-94 (0%)
Value$21.6M (-$902.7K)
Filed 2026-11-02
V-Square Quantitative Management LLC
INCREASED
Shares18,530 from 16,994
Change+1,536 (+9%)
Value$21.4M (+$1.1M)
Filed 2026-10-15
Great Lakes Advisors, LLC
DECREASED
Shares18,368 from 18,830
Change-462 (-2%)
Value$21.3M (-$1.3M)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED
Shares18,180 from 17,429
Change+751 (+4%)
Value$21.3M (+$52.8K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares18,163 from 16,956
Change+1,207 (+7%)
Value$21.0M (+$678.5K)
Filed 2026-10-27
S-Bank Fund Management Ltd
INCREASED
Shares18,121 from 15,834
Change+2,287 (+14%)
Value$21.0M (+$2.0M)
Filed 2026-11-06
Diversify Advisory Services, LLC
INCREASED
Shares17,956 from 16,684
Change+1,272 (+8%)
Value$22.5M (+$2.5M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares17,956 from 16,684
Change+1,272 (+8%)
Value$22.5M (+$2.5M)
Filed 2026-10-20
Eagle Global Advisors LLC
DECREASED
Shares17,862 from 17,945
Change-83 (0%)
Value$20.7M (-$856.0K)
Filed 2026-11-02
One Way Holdings LLC
INCREASED
Shares17,852 from 16,551
Change+1,301 (+8%)
Value$20.7M (+$804.4K)
Filed 2026-10-29
Axxion S.A.
INCREASED
Shares17,849 from 17,502
Change+347 (+2%)
Value$20.7M (-$339.7K)
Filed 2026-10-22
Winthrop Capital Management, LLC
DECREASED
Shares17,811 from 17,908
Change-97 (-1%)
Value$20.6M (-$870.0K)
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares17,631 from 17,958
Change-327 (-2%)
Value$20.4M (-$1.1M)
Filed 2026-11-03
Bender Robert & Associates
DECREASED
Shares17,595 from 17,644
Change-49 (0%)
Value$20.4M (-$803.9K)
Filed 2026-10-21
Neville Rodie & Shaw Inc
INCREASED
Shares17,312 from 17,226
Change+86 (+1%)
Value$20.0K (-$631)
Filed 2026-10-05
Princeton Capital Management LLC
INCREASED
Shares17,307 from 17,172
Change+135 (+1%)
Value$20.0M (-$571.0K)
Filed 2026-10-27
HBK Sorce Advisory LLC
DECREASED
Shares17,136 from 17,310
Change-174 (-1%)
Value$23.4M (+$3.1M)
Filed 2026-11-06
Gouws Capital LLC
DECREASED
Shares17,102 from 17,322
Change-220 (-1%)
Value$19.8M (-$988.2K)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares17,076 from 13,511
Change+3,565 (+26%)
Value$19.8M (+$3.6M)
Filed 2026-10-13
Nixon Peabody Trust Co
INCREASED
Shares17,058 from 16,298
Change+760 (+5%)
Value$19.7M (+$189.2K)
Filed 2026-10-23
Market Street Wealth Management Advisors LLC
INCREASED
Shares16,911 from 16,753
Change+158 (+1%)
Value$19.6M (-$526.5K)
Filed 2026-10-09
Decker Wealth Management LLC
INCREASED
Shares16,906 from 16,793
Change+113 (+1%)
Value$19.6M (-$580.4K)
Filed 2026-10-09
Copeland Capital Management, LLC
INCREASED
Shares16,895 from 16,882
Change+13 (+0%)
Value$19.5M (-$699.9K)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares16,879 from 13,692
Change+3,187 (+23%)
Value$19.5M (+$3.1M)
Filed 2026-11-04
Harbour Trust & Investment Management Co
INCREASED
Shares16,672 from 15,533
Change+1,139 (+7%)
Value$19.3M (+$660.1K)
Filed 2026-10-28
Cidel Asset Management Inc
DECREASED
Shares16,647 from 19,854
Change-3,207 (-16%)
Value$19.3M (-$4.6M)
Filed 2026-10-29
Empirical Capital Management, LLC
NEW
Shares16,600
Change+16,600
Value$19.2K
Filed 2026-10-27
Canandaigua National Trust Co of Florida
NEW
Shares16,555
Change+16,555
Value$19.2M
Filed 2026-10-07
Washington Trust Bank
INCREASED
Shares16,422 from 16,334
Change+88 (+1%)
Value$19.0M (-$589.9K)
Filed 2026-11-03
Patten & Patten Inc
INCREASED
Shares16,397 from 15,068
Change+1,329 (+9%)
Value$19.0M (+$899.6K)
Filed 2026-10-26
Carnegie Investment Counsel
INCREASED
Shares16,281 from 11,114
Change+5,167 (+46%)
Value$18.8M (+$5.5M)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
DECREASED
Shares16,200 from 16,214
Change-14 (0%)
Value$18.7M (-$702.9K)
Filed 2026-10-20
Welch Group, LLC
INCREASED
Shares16,100 from 15,064
Change+1,036 (+7%)
Value$18.6M (+$560.8K)
Filed 2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED
Shares16,093 from 15,754
Change+339 (+2%)
Value$20.0M (+$1.8M)
Filed 2026-10-21
SkyOak Wealth, LLC
DECREASED
Shares16,060 from 16,314
Change-254 (-2%)
Value$18.6M (-$984.8K)
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares16,042 from 14,360
Change+1,682 (+12%)
Value$18.6M (+$1.3M)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares16,030 from 16,327
Change-297 (-2%)
Value$18.6M (-$919.2K)
Filed 2026-11-02
Bdf-Gestion
DECREASED
Shares16,004 from 18,034
Change-2,030 (-11%)
Value$18.5M (+$16.5M)
Filed 2026-10-19
Cabot Wealth Management Inc
INCREASED
Shares15,987 from 14,418
Change+1,569 (+11%)
Value$18.5M (+$1.2M)
Filed 2026-11-05
Private Advisory Group LLC
DECREASED
Shares15,942 from 17,932
Change-1,990 (-11%)
Value$18.4M (-$3.1M)
Filed 2026-11-06
Rockland Trust Co
DECREASED
Shares15,853 from 16,303
Change-450 (-3%)
Value$18.3M (-$1.2M)
Filed 2026-10-05
Meridian Wealth Management, LLC
INCREASED
Shares15,680 from 15,030
Change+650 (+4%)
Value$18.1M (+$115.7K)
Filed 2026-11-05
Nemes Rush Group LLC
INCREASED
Shares15,668 from 15,575
Change+93 (+1%)
Value$18.1M (-$553.0K)
Filed 2026-11-04
Segment Wealth Management, LLC
INCREASED
Shares15,657 from 15,564
Change+93 (+1%)
Value$18.1M (-$551.5K)
Filed 2026-10-26
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares15,655 from 15,655
Change0 (0%)
Value$18.1M (-$663.0K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
DECREASED
Shares15,601 from 17,927
Change-2,326 (-13%)
Value$18.1M (-$3.5M)
Filed 2026-10-16
Park National Corp
INCREASED
Shares15,528 from 14,574
Change+954 (+7%)
Value$18.0M (+$486.7K)
Filed 2026-10-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares15,487 from 15,088
Change+399 (+3%)
Value$17.9M (-$177.7K)
Filed 2026-11-05
American National Bank & Trust
DECREASED
Shares15,343 from 15,875
Change-532 (-3%)
Value$17.8M (-$1.3M)
Filed 2026-10-07
Kintegral Advisory, LLC
INCREASED
Shares15,294 from 15,208
Change+86 (+1%)
Value$17.7M (-$544.5K)
Filed 2026-10-16
Harbour Capital Advisors, LLC
INCREASED
Shares15,232 from 15,228
Change+4 (+0%)
Value$17.6M (-$475.1K)
Filed 2026-10-13
JLB & Associates Inc
DECREASED
Shares15,159 from 15,214
Change-55 (0%)
Value$18.2M (-$66.0K)
Filed 2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED
Shares15,028 from 15,366
Change-338 (-2%)
Value$17.4M (-$1.0M)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares14,917 from 14,155
Change+762 (+5%)
Value$17.3M (+$281.6K)
Filed 2026-10-07
HUB Investment Partners, LLC
DECREASED
Shares14,905 from 14,924
Change-19 (0%)
Value$17.2M (-$653.7K)
Filed 2026-11-03
Sawgrass Asset Management LLC
DECREASED
Shares14,896 from 14,919
Change-23 (0%)
Value$17.2M (-$658.4K)
Filed 2026-11-03
Forbes J M & Co LLP
INCREASED
Shares14,886 from 11,795
Change+3,091 (+26%)
Value$17.2M (+$3.1M)
Filed 2026-10-16
Payden & Rygel
UNCHANGED
Shares14,670 from 14,670
Change0 (0%)
Value$17.0K (-$17.6M)
Filed 2026-10-28
Fulton Bank, N.A.
INCREASED
Shares14,668 from 14,349
Change+319 (+2%)
Value$17.0M (-$238.6K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares14,644 from 14,696
Change-52 (0%)
Value$16.9M (-$737.3K)
Filed 2026-10-23
Adell Harriman & Carpenter Inc
INCREASED
Shares14,529 from 14,015
Change+514 (+4%)
Value$16.8M (+$881)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares14,522 from 14,384
Change+138 (+1%)
Value$16.8M (-$449.3K)
Filed 2026-10-16
CMH Wealth Management LLC
INCREASED
Shares14,512 from 14,385
Change+127 (+1%)
Value$16.8M (-$462.3K)
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
INCREASED
Shares14,451 from 12,634
Change+1,817 (+14%)
Value$16.7M (+$1.6M)
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares14,403 from 14,180
Change+223 (+2%)
Value$16.7M (-$343.1K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares14,302 from 13,876
Change+426 (+3%)
Value$16.5M (-$94.1K)
Filed 2026-10-26
Evexia Wealth LLC
DECREASED
Shares14,294 from 17,648
Change-3,354 (-19%)
Value$18.3M (-$1.5M)
Filed 2026-11-05
Money Concepts Capital Corp
INCREASED
Shares14,218 from 13,841
Change+377 (+3%)
Value$16.5M (-$149.0K)
Filed 2026-11-06
Independence Bank of Kentucky
DECREASED
Shares14,210 from 14,360
Change-150 (-1%)
Value$16.4M (-$781.7K)
Filed 2026-10-26
Globalt Investments LLC / GA
DECREASED
Shares14,134 from 14,538
Change-404 (-3%)
Value$16.4M (-$1.1M)
Filed 2026-10-27
Zweig-DiMenna Associates LLC
NEW
Shares14,090
Change+14,090
Value$16.3M
Filed 2026-11-06
Vest Financial, LLC
DECREASED
Shares14,066 from 14,258
Change-192 (-1%)
Value$16.3M (-$826.0K)
Filed 2026-10-21
Evergreen Capital Management LLC
INCREASED
Shares14,030 from 12,152
Change+1,878 (+15%)
Value$16.2M (+$1.7M)
Filed 2026-10-23
GKV Capital Management Co., Inc.
INCREASED
Shares13,969 from 13,926
Change+43 (+0%)
Value$16.2M (-$540.0K)
Filed 2026-11-06
Marietta Wealth Management, LLC
DECREASED
Shares13,922 from 14,341
Change-419 (-3%)
Value$16.8M (-$372.9K)
Filed 2026-10-22
Dillon & Associates Inc
INCREASED
Shares13,895 from 12,093
Change+1,802 (+15%)
Value$16.1K (-$14.5M)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares13,818 from 10,900
Change+2,918 (+27%)
Value$16.0M (+$2.9M)
Filed 2026-11-05
Confluence Wealth Services, Inc.
INCREASED
Shares13,790 from 13,311
Change+479 (+4%)
Value$16.0M (-$10.4K)
Filed 2026-11-05
Bailard, Inc.
INCREASED
Shares13,770 from 13,510
Change+260 (+2%)
Value$15.9M (-$271.4K)
Filed 2026-10-13
Woodstock Corp
INCREASED
Shares13,763 from 11,917
Change+1,846 (+15%)
Value$15.9M (+$1.6M)
Filed 2026-10-13
Avalon Capital Management
INCREASED
Shares13,734 from 13,646
Change+88 (+1%)
Value$15.9M (-$476.1K)
Filed 2026-11-04
Sheets Smith Wealth Management
DECREASED
Shares13,727 from 14,264
Change-537 (-4%)
Value$15.9M (-$1.2M)
Filed 2026-10-16
Indiana Trust & Investment Management Co
INCREASED
Shares13,618 from 13,321
Change+297 (+2%)
Value$15.8M (-$220.5K)
Filed 2026-10-22
Laurel Wealth Advisors LLC
DECREASED
Shares13,556 from 14,057
Change-501 (-4%)
Value$15.7M (-$1.2M)
Filed 2026-10-27
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
UNCHANGED
Shares13,432 from 13,432
Change0 (0%)
Value$15.5M (-$568.8K)
Filed 2026-10-20
Fourpath Capital Management, LLC
DECREASED
Shares13,387 from 13,568
Change-181 (-1%)
Value$15.5M (-$783.9K)
Filed 2026-10-19
Wellington Grp LLC
INCREASED
Shares13,305 from 12,979
Change+326 (+3%)
Value$15.4M (-$172.3K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares13,284 from 10,304
Change+2,980 (+29%)
Value$15.4M (+$3.0M)
Filed 2026-10-21
Cadinha & Co LLC
INCREASED
Shares13,250 from 11,804
Change+1,446 (+12%)
Value$15.3M (+$1.2M)
Filed 2026-10-22
Asset Planning,Inc
INCREASED
Shares13,240 from 13,230
Change+10 (+0%)
Value$15.3M (-$548.6K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares13,156 from 9,132
Change+4,024 (+44%)
Value$15.2M (+$4.3M)
Filed 2026-10-14
Palisade Asset Management, LLC
DECREASED
Shares13,093 from 14,193
Change-1,100 (-8%)
Value$15.1M (-$1.9M)
Filed 2026-11-03
Formidable Asset Management, LLC
INCREASED
Shares13,067 from 11,607
Change+1,460 (+13%)
Value$15.7M (+$5.0M)
Filed 2026-11-03
FFG Partners, LLC
INCREASED
Shares13,043 from 9,869
Change+3,174 (+32%)
Value$15.1M (+$3.3M)
Filed 2026-10-15
Alessandra Capital Management, LLC
INCREASED
Shares13,022 from 12,765
Change+257 (+2%)
Value$15.1M (-$243.6K)
Filed 2026-10-30
Strategic Blueprint, LLC
DECREASED
Shares12,911 from 13,696
Change-785 (-6%)
Value$14.9M (-$1.5M)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares12,891 from 14,637
Change-1,746 (-12%)
Value$14.9M (-$2.6M)
Filed 2026-10-20
Ninety One SA (PTY) Ltd
DECREASED
Shares12,866 from 13,721
Change-855 (-6%)
Value$15.1M (-$1.4M)
Filed 2026-10-15
Compass Capital Management, Inc
DECREASED
Shares12,732 from 12,944
Change-212 (-2%)
Value$14.7M (-$793.5K)
Filed 2026-11-06
Naples Global Advisors, LLC
DECREASED
Shares12,714 from 12,798
Change-84 (-1%)
Value$14.7M (-$638.9K)
Filed 2026-11-05
First Horizon Corp
DECREASED
Shares12,712 from 13,439
Change-727 (-5%)
Value$14.7M (-$1.4M)
Filed 2026-10-26
Signal Advisors Wealth, LLC
INCREASED
Shares12,708 from 11,191
Change+1,517 (+14%)
Value$14.7M (+$1.3M)
Filed 2026-10-13
Carderock Capital Management Inc
DECREASED
Shares12,679 from 12,818
Change-139 (-1%)
Value$14.7M (-$703.7K)
Filed 2026-10-22
Middleton & Co Inc
DECREASED
Shares12,579 from 13,020
Change-441 (-3%)
Value$14.6M (-$1.1M)
Filed 2026-10-23
United Capital Management of KS, Inc.
DECREASED
Shares12,572 from 12,627
Change-55 (0%)
Value$14.5M (-$598.3K)
Filed 2026-11-04
Community Financial Services Group, LLC
DECREASED
Shares12,536 from 12,614
Change-78 (-1%)
Value$14.4M (-$618.1K)
Filed 2026-10-15
Summit Global Investments
INCREASED
Shares12,376 from 10,407
Change+1,969 (+19%)
Value$14.3K (-$12.5M)
Filed 2026-10-28
Principle Wealth Partners LLC
INCREASED
Shares12,354 from 11,921
Change+433 (+4%)
Value$14.3M (-$3.5K)
Filed 2026-11-02
Finer Wealth Management, Inc.
DECREASED
Shares12,299 from 12,592
Change-293 (-2%)
Value$14.2M (-$873.2K)
Filed 2026-10-16
Providence Wealth Advisors, LLC
DECREASED
Shares12,292 from 12,369
Change-77 (-1%)
Value$14.0M (-$1.1M)
Filed 2026-10-29
McKinley Carter Wealth Services, Inc.
INCREASED
Shares12,287 from 11,556
Change+731 (+6%)
Value$14.2M (+$356.7K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares12,221 from 12,771
Change-550 (-4%)
Value$14.1M (-$1.2M)
Filed 2026-10-27
Snider Financial Group
INCREASED
Shares12,158 from 12,128
Change+30 (+0%)
Value$14.1M (-$478.8K)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
INCREASED
Shares12,137 from 11,032
Change+1,105 (+10%)
Value$14.0M (+$810.2K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares12,033 from 11,530
Change+503 (+4%)
Value$13.9M (+$93.6K)
Filed 2026-10-13
SBI Securities Co., Ltd.
DECREASED
Shares12,013 from 12,333
Change-320 (-3%)
Value$13.9M (-$892.6K)
Filed 2026-10-22
American Assets Investment Management, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$13.9M (-$508.2K)
Filed 2026-10-30
Archon Partners LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$13.9M (-$508.2K)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares11,910 from 11,000
Change+910 (+8%)
Value$13.8M (+$587.3K)
Filed 2026-10-22
Guyasuta Investment Advisors Inc
INCREASED
Shares11,817 from 2,574
Change+9,243 (+359%)
Value$13.7M (+$10.6M)
Filed 2026-10-15
Nordwand Advisors, LLC
INCREASED
Shares11,808 from 11,706
Change+102 (+1%)
Value$13.7M (-$377.7K)
Filed 2026-11-05
Heritage Investors Management Corp
INCREASED
Shares11,774 from 11,056
Change+718 (+6%)
Value$13.6K (-$13.2M)
Filed 2026-10-29
Equitable Trust Co
DECREASED
Shares11,618 from 11,841
Change-223 (-2%)
Value$13.4M (-$759.5K)
Filed 2026-10-13
Cullen Investment Group, Ltd.
DECREASED
Shares11,615 from 11,647
Change-32 (0%)
Value$13.7M (-$233.7K)
Filed 2026-10-13
Vista Investment Partners II, LLC
INCREASED
Shares11,598 from 11,414
Change+184 (+2%)
Value$13.4M (-$270.8K)
Filed 2026-10-15
BLB&B Advisors, LLC
INCREASED
Shares11,585 from 10,670
Change+915 (+9%)
Value$13.4M (+$607.2K)
Filed 2026-10-27
Great Lakes Retirement, Inc.
INCREASED
Shares11,548 from 11,470
Change+78 (+1%)
Value$13.4M (-$395.0K)
Filed 2026-10-26
Nilsine Partners, LLC
INCREASED
Shares11,499 from 11,082
Change+417 (+4%)
Value$13.3M (+$13.2K)
Filed 2026-11-02
Sawyer & Company, Inc
DECREASED
Shares11,451 from 11,647
Change-196 (-2%)
Value$13.2M (-$720.0K)
Filed 2026-10-21
Fiduciary Alliance LLC
DECREASED
Shares11,439 from 11,681
Change-242 (-2%)
Value$13.2M (-$775.1K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares11,433 from 11,271
Change+162 (+1%)
Value$13.2M (-$290.6K)
Filed 2026-11-05
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
INCREASED
Shares11,400 from 4,700
Change+6,700 (+143%)
Value$13.2M (+$7.6M)
Filed 2026-10-29
CFM Wealth Partners LLC
DECREASED
Shares11,359 from 11,402
Change-43 (0%)
Value$13.1M (-$532.6K)
Filed 2026-11-05
Petredis Investment Advisors LLC
INCREASED
Shares11,313 from 11,273
Change+40 (+0%)
Value$13.1M (-$431.1K)
Filed 2026-10-20
Teamwork Financial Advisors, LLC
INCREASED
Shares11,307 from 10,662
Change+645 (+6%)
Value$13.1M (+$294.7K)
Filed 2026-10-19
WealthPlan Investment Management, LLC
INCREASED
Shares11,287 from 10,779
Change+508 (+5%)
Value$13.1M (+$131.3K)
Filed 2026-10-15
Altfest L J & Co Inc
DECREASED
Shares11,276 from 15,312
Change-4,036 (-26%)
Value$13.0M (-$5.3M)
Filed 2026-10-27
Plancorp, LLC
DECREASED
Shares11,270 from 11,332
Change-62 (-1%)
Value$16.0M (+$2.6M)
Filed 2026-11-03
Greenwood Capital Associates LLC
DECREASED
Shares11,257 from 11,650
Change-393 (-3%)
Value$13.0M (-$948.1K)
Filed 2026-10-27
Home Federal Bank of Tennessee
UNCHANGED
Shares11,231 from 11,231
Change0 (0%)
Value$13.0M (-$475.6K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
DECREASED
Shares11,216 from 13,553
Change-2,337 (-17%)
Value$13.0M (-$3.3M)
Filed 2026-10-21
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares11,178 from 12,011
Change-833 (-7%)
Value$12.9M (-$1.5M)
Filed 2026-10-16
Wetzel Investment Advisors, Inc.
DECREASED
Shares11,178 from 11,256
Change-78 (-1%)
Value$12.9M (-$566.7K)
Filed 2026-10-13
Peoples Financial Services Corp.
DECREASED
Shares11,141 from 11,244
Change-103 (-1%)
Value$12.9M (-$595.3K)
Filed 2026-10-20
Fulcrum Asset Management LLP
INCREASED
Shares11,093 from 8,675
Change+2,418 (+28%)
Value$13.1M (+$2.5M)
Filed 2026-11-04
AMG National Trust Bank
INCREASED
Shares11,083 from 10,861
Change+222 (+2%)
Value$12.8M (-$203.1K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED
Shares11,066 from 11,066
Change0 (0%)
Value$12.8M (-$468.6K)
Filed 2026-10-16
Joel Isaacson & Co., LLC
DECREASED
Shares11,046 from 11,698
Change-652 (-6%)
Value$12.8M (-$1.3M)
Filed 2026-11-05
Applied Finance Capital Management, LLC
DECREASED
Shares11,016 from 12,549
Change-1,533 (-12%)
Value$12.7M (-$2.3M)
Filed 2026-11-03
Viking Fund Management LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$12.7M (-$465.9K)
Filed 2026-10-14
BG Investment Services, LLC
INCREASED
Shares10,975 from 279
Change+10,696 (+3834%)
Value$12.7M (+$12.4M)
Filed 2026-10-23
NBT Bank, N.A.
INCREASED
Shares10,945 from 10,125
Change+820 (+8%)
Value$12.7M (+$519.1K)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares10,805 from 9,693
Change+1,112 (+11%)
Value$12.5M (+$875.3K)
Filed 2026-10-23
Cherokee Insurance Co
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$12.5M (-$457.4K)
Filed 2026-11-05
Waters Parkerson & Co., LLC
INCREASED
Shares10,752 from 10,667
Change+85 (+1%)
Value$12.4M (-$352.9K)
Filed 2026-11-04
Channel Wealth LLC
DECREASED
Shares10,678 from 11,143
Change-465 (-4%)
Value$12.4M (-$1.0M)
Filed 2026-11-06
Strong Tower Advisory Services
DECREASED
Shares10,659 from 10,899
Change-240 (-2%)
Value$12.3M (-$739.2K)
Filed 2026-10-13
Profund Advisors LLC
INCREASED
Shares10,648 from 9,538
Change+1,110 (+12%)
Value$12.3M (+$880.4K)
Filed 2026-10-29
James Investment Research, Inc.
DECREASED
Shares10,550 from 10,889
Change-339 (-3%)
Value$12.2M (-$853.5K)
Filed 2026-10-22
Fairfield Financial Advisors, LTD
DECREASED
Shares10,443 from 11,166
Change-723 (-6%)
Value$12.1M (-$1.3M)
Filed 2026-10-14
Triasima Portfolio Management inc.
INCREASED
Shares10,376 from 10,046
Change+330 (+3%)
Value$12.0M (-$43.6K)
Filed 2026-10-15
Gunderson Capital Management LLC
INCREASED
Shares10,375 from 9,821
Change+554 (+6%)
Value$12.0M (+$225.3K)
Filed 2026-10-15
Synergy Asset Management, LLC
INCREASED
Shares10,373 from 5,265
Change+5,108 (+97%)
Value$12.0M (+$5.7M)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
INCREASED
Shares10,315 from 10,271
Change+44 (+0%)
Value$11.9K (-$12.3M)
Filed 2026-10-22
Essex Bank
DECREASED
Shares10,270 from 10,367
Change-97 (-1%)
Value$11.9M (-$551.2K)
Filed 2026-10-16
Mengis Capital Management, Inc.
INCREASED
Shares10,190 from 10,186
Change+4 (+0%)
Value$11.8M (-$427.3K)
Filed 2026-10-13
CapWealth Advisors, LLC
INCREASED
Shares10,188 from 9,226
Change+962 (+10%)
Value$11.8M (+$722.4K)
Filed 2026-10-05
Sustainable Insight Capital Management, LLC
INCREASED
Shares10,184 from 9,624
Change+560 (+6%)
Value$11.8M (+$240.4K)
Filed 2026-11-06
Cohen Investment Advisors LLC
DECREASED
Shares10,181 from 10,242
Change-61 (-1%)
Value$11.8M (-$504.3K)
Filed 2026-10-20
Herold Advisors, Inc.
DECREASED
Shares10,177 from 10,550
Change-373 (-4%)
Value$11.8M (-$879.9K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares10,162 from 10,157
Change+5 (+0%)
Value$11.8M (-$424.3K)
Filed 2026-10-13
Argyle Capital Management, LLC
DECREASED
Shares10,132 from 10,767
Change-635 (-6%)
Value$11.7M (-$1.2M)
Filed 2026-10-28
Cornerstone Wealth Group, LLC
INCREASED
Shares10,113 from 9,903
Change+210 (+2%)
Value$11.7M (-$176.0K)
Filed 2026-11-02
Costello Asset Management, Inc
DECREASED
Shares10,099 from 10,286
Change-187 (-2%)
Value$11.7M (-$651.2K)
Filed 2026-10-30
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares10,088 from 12,363
Change-2,275 (-18%)
Value$11.7M (-$3.2M)
Filed 2026-10-21
Nicholas Hoffman & Company, Llc.
INCREASED
Shares10,071 from 9,776
Change+295 (+3%)
Value$11.7M (-$72.6K)
Filed 2026-10-30
Bank & Trust Co
DECREASED
Shares10,054 from 11,001
Change-947 (-9%)
Value$11.6M (-$1.6M)
Filed 2026-10-07
Blue Fin Capital, Inc.
INCREASED
Shares10,040 from 10,018
Change+22 (+0%)
Value$11.6M (-$398.8K)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares10,016 from 5,809
Change+4,207 (+72%)
Value$11.6M (+$4.6M)
Filed 2026-10-28
Strategic Wealth Investment Group, LLC
DECREASED
Shares10,016 from 10,568
Change-552 (-5%)
Value$11.6M (-$1.1M)
Filed 2026-10-29
ZWJ Investment Counsel Inc
INCREASED
Shares10,003 from 6,688
Change+3,315 (+50%)
Value$11.6M (+$3.6M)
Filed 2026-10-15
Madden Securities Corp
DECREASED
Shares9,991 from 10,009
Change-18 (0%)
Value$11.6M (-$444.7K)
Filed 2026-10-27
China Universal Asset Management Co., Ltd.
INCREASED
Shares9,980 from 9,068
Change+912 (+10%)
Value$11.8M (+$946.2K)
Filed 2026-10-28
Mitchell Capital Management Co
DECREASED
Shares9,951 from 10,021
Change-70 (-1%)
Value$11.5M (-$505.3K)
Filed 2026-10-29
YHB Investment Advisors, Inc.
INCREASED
Shares9,940 from 9,488
Change+452 (+5%)
Value$11.5M (+$121.2K)
Filed 2026-10-08
Generali Investments, Management Co LLC
DECREASED
Shares9,912 from 10,220
Change-308 (-3%)
Value$11.5M (-$789.2K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares9,875 from 9,688
Change+187 (+2%)
Value$11.4M (-$193.8K)
Filed 2026-10-20
Stokes Capital Advisors, LLC
INCREASED
Shares9,865 from 9,779
Change+86 (+1%)
Value$11.4M (-$314.6K)
Filed 2026-10-09
CoreCap Advisors, LLC
INCREASED
Shares9,844 from 3,816
Change+6,028 (+158%)
Value$11.4M (+$6.8M)
Filed 2026-10-08
Myriad Asset Management Advisors LLC
INCREASED
Shares9,833 from 8,869
Change+964 (+11%)
Value$11.4M (+$740.0K)
Filed 2026-11-03
Tctc Holdings, LLC
INCREASED
Shares9,802 from 9,733
Change+69 (+1%)
Value$11.3M (-$332.4K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares9,722 from 10,775
Change-1,053 (-10%)
Value$11.2M (-$1.7M)
Filed 2026-11-03
Portfolio Design Labs, LLC
DECREASED
Shares9,654 from 9,672
Change-18 (0%)
Value$11.2M (-$430.4K)
Filed 2026-11-04
Pioneer Trust Bank N A
INCREASED
Shares9,638 from 9,613
Change+25 (+0%)
Value$11.2M (-$378.2K)
Filed 2026-11-06
SVB Wealth LLC
DECREASED
Shares9,632 from 9,903
Change-271 (-3%)
Value$11.1M (-$732.8K)
Filed 2026-11-06
Tower View Wealth Management LLC
INCREASED
Shares9,627 from 9,568
Change+59 (+1%)
Value$11.1M (-$336.9K)
Filed 2026-10-23
SeaBridge Investment Advisors LLC
INCREASED
Shares9,610 from 6,352
Change+3,258 (+51%)
Value$11.1M (+$3.5M)
Filed 2026-11-02
Shepherd Financial Partners LLC
DECREASED
Shares9,558 from 9,583
Change-25 (0%)
Value$11.1M (-$434.9K)
Filed 2026-11-03
SteelPeak Wealth, LLC
INCREASED
Shares9,541 from 5,219
Change+4,322 (+83%)
Value$11.0M (+$4.8M)
Filed 2026-10-16
Mattern Capital Management, LLC
DECREASED
Shares9,540 from 10,188
Change-648 (-6%)
Value$11.0M (-$1.2M)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares9,539 from 21,821
Change-12,282 (-56%)
Value$11.0M (-$15.1M)
Filed 2026-10-21
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares9,496 from 4,528
Change+4,968 (+110%)
Value$11.0M (+$5.6M)
Filed 2026-11-04
Premier Fund Managers Ltd
NEW
Shares9,442
Change+9,442
Value$11.2K
Filed 2026-11-02
Plimoth Trust Co LLC
INCREASED
Shares9,421 from 9,201
Change+220 (+2%)
Value$10.9M (-$135.1K)
Filed 2026-10-26
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares9,418 from 10,078
Change-660 (-7%)
Value$11.2M (-$892.5K)
Filed 2026-10-20
Harmony Asset Management LLC
DECREASED
Shares9,411 from 9,641
Change-230 (-2%)
Value$10.9M (-$674.3K)
Filed 2026-10-20
PKO Investment Management Joint-Stock Co
INCREASED
Shares9,400 from 8,750
Change+650 (+7%)
Value$10.9M (+$381.5K)
Filed 2026-10-19
Boyd Watterson Asset Management LLC
INCREASED
Shares9,393 from 9,380
Change+13 (+0%)
Value$10.9M (-$382.2K)
Filed 2026-11-06
Pegasus Asset Management, Inc.
INCREASED
Shares9,384 from 9,306
Change+78 (+1%)
Value$10.9M (-$303.9K)
Filed 2026-11-03
RED Cedar Investment Management, LLC
UNCHANGED
Shares9,362 from 9,362
Change0 (0%)
Value$10.8M (-$396.5K)
Filed 2026-11-04
BNC Wealth Management, LLC
INCREASED
Shares9,352 from 5,939
Change+3,413 (+57%)
Value$10.8M (+$3.7M)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares9,334 from 9,066
Change+268 (+3%)
Value$10.8M (-$74.7K)
Filed 2026-10-23
Aull & Monroe Investment Management Corp
DECREASED
Shares9,306 from 9,329
Change-23 (0%)
Value$10.8M (-$421.7K)
Filed 2026-10-16
ROI Financial Advisors, LLC
DECREASED
Shares9,214 from 9,520
Change-306 (-3%)
Value$10.7M (-$756.2K)
Filed 2026-10-19
Harvey Investment Co LLC
DECREASED
Shares9,175 from 9,675
Change-500 (-5%)
Value$10.6K (-$11.6M)
Filed 2026-10-20
Ascent Wealth Partners, LLC
NEW
Shares9,135
Change+9,135
Value$10.6M
Filed 2026-10-23
Chatham Capital Group, Inc.
INCREASED
Shares9,107 from 9,058
Change+49 (+1%)
Value$10.5M (-$326.9K)
Filed 2026-10-16
Fiduciary Family Office, LLC
INCREASED
Shares9,066 from 6,119
Change+2,947 (+48%)
Value$10.5M (+$3.2M)
Filed 2026-11-04
Simon Quick Advisors, LLC
INCREASED
Shares9,049 from 5,814
Change+3,235 (+56%)
Value$10.5M (+$3.5M)
Filed 2026-10-26
Hedeker Wealth, LLC
DECREASED
Shares9,034 from 9,035
Change-1 (0%)
Value$10.5M (-$383.8K)
Filed 2026-10-23
Montecito Bank & Trust
DECREASED
Shares9,033 from 9,044
Change-11 (0%)
Value$10.5M (-$395.7K)
Filed 2026-10-01
Gimbal Financial
DECREASED
Shares9,023 from 9,217
Change-194 (-2%)
Value$10.4M (-$614.8K)
Filed 2026-10-19
MTM Investment Management, LLC
DECREASED
Shares9,023 from 9,034
Change-11 (0%)
Value$10.4M (-$395.0K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED
Shares8,944 from 8,670
Change+274 (+3%)
Value$10.3M (-$49.8K)
Filed 2026-10-08
Lockheed Martin Investment Management Co
DECREASED
Shares8,930 from 13,090
Change-4,160 (-32%)
Value$10.3M (-$5.4M)
Filed 2026-11-04
Eulav Asset Management
DECREASED
Shares8,910 from 9,010
Change-100 (-1%)
Value$10.3M (-$497.3K)
Filed 2026-10-23
Allen Investment Management, LLC
INCREASED
Shares8,877 from 8,613
Change+264 (+3%)
Value$10.3M (-$59.3K)
Filed 2026-11-03
Covenant Asset Management, LLC
DECREASED
Shares8,816 from 8,957
Change-141 (-2%)
Value$10.2M (-$542.5K)
Filed 2026-10-14
CenterBook Partners LP
DECREASED
Shares8,749 from 23,135
Change-14,386 (-62%)
Value$10.1M (-$17.6M)
Filed 2026-11-02
West Branch Capital LLC
INCREASED
Shares8,748 from 8,703
Change+45 (+1%)
Value$10.1M (-$316.8K)
Filed 2026-10-20
Trust Asset Management LLC
DECREASED
Shares8,744 from 8,752
Change-8 (0%)
Value$10.1M (-$379.9K)
Filed 2026-11-03
Lynch & Associates
UNCHANGED
Shares8,738 from 8,738
Change0 (0%)
Value$10.1M (-$370.1K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares8,719 from 8,697
Change+22 (+0%)
Value$10.1M (-$336.3K)
Filed 2026-10-30
Perkins Capital Management Inc
UNCHANGED
Shares8,680 from 8,680
Change0 (0%)
Value$10.0M (-$367.6K)
Filed 2026-11-02
Kanawha Capital Management LLC
INCREASED
Shares8,662 from 8,046
Change+616 (+8%)
Value$10.0M (+$372.4K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED
Shares8,646 from 8,232
Change+414 (+5%)
Value$10.0M (+$129.6K)
Filed 2026-10-29
Trust Co of Vermont
INCREASED
Shares8,606 from 8,529
Change+77 (+1%)
Value$10.0M (-$272.1K)
Filed 2026-10-21
Everett Harris & Co
DECREASED
Shares8,552 from 8,557
Change-5 (0%)
Value$9.9M (-$368.2K)
Filed 2026-10-28
Deltec Asset Management LLC
DECREASED
Shares8,550 from 8,800
Change-250 (-3%)
Value$9.9M (-$662.0K)
Filed 2026-10-26
SevenBridge Financial Group, LLC
DECREASED
Shares8,508 from 8,963
Change-455 (-5%)
Value$10.9M (+$294.0K)
Filed 2026-10-26
Allegheny Financial Group
INCREASED
Shares8,496 from 8,119
Change+377 (+5%)
Value$9.8M (+$91.9K)
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares8,490 from 3
Change+8,487 (+282900%)
Value$9.8M (+$9.8M)
Filed 2026-11-03
Geneva Partners, LLC
INCREASED
Shares8,444 from 1,436
Change+7,008 (+488%)
Value$9.8M (+$8.0M)
Filed 2026-10-26
Ibex Wealth Advisors
DECREASED
Shares8,433 from 12,208
Change-3,775 (-31%)
Value$9.8M (-$4.9M)
Filed 2026-11-06
SAX Wealth Advisors, LLC
INCREASED
Shares8,410 from 1,529
Change+6,881 (+450%)
Value$9.7M (+$8.3M)
Filed 2026-10-13
Highland Capital Management, LLC
DECREASED
Shares8,373 from 10,931
Change-2,558 (-23%)
Value$9.7M (-$3.4M)
Filed 2026-10-26
Parkside Financial Bank & Trust
INCREASED
Shares8,341 from 8,108
Change+233 (+3%)
Value$9.7M (-$73.7K)
Filed 2026-10-27
Family Legacy Financial Solutions, LLC
DECREASED
Shares8,331 from 8,341
Change-10 (0%)
Value$9.6M (-$461.5K)
Filed 2026-10-07
Waldron Private Wealth LLC
INCREASED
Shares8,312 from 8,243
Change+69 (+1%)
Value$9.6M (-$269.3K)
Filed 2026-11-02
Enhancing Capital LLC
INCREASED
Shares8,302 from 8,300
Change+2 (+0%)
Value$9.6M (-$349.2K)
Filed 2026-10-26
M Holdings Securities, Inc.
NEW
Shares8,292
Change+8,292
Value$10.8K
Filed 2026-11-03
Everhart Financial Group, Inc.
INCREASED
Shares8,273 from 7,990
Change+283 (+4%)
Value$9.6M (-$10.9K)
Filed 2026-10-08
Integrity Alliance, Llc.
INCREASED
Shares8,273 from 8,162
Change+111 (+1%)
Value$9.6M (-$217.5K)
Filed 2026-10-29
Radnor Capital Management, LLC
DECREASED
Shares8,267 from 9,442
Change-1,175 (-12%)
Value$9.6M (-$1.8M)
Filed 2026-10-23
Old Second National Bank of Aurora
DECREASED
Shares8,253 from 8,525
Change-272 (-3%)
Value$9.5M (-$675.8K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares8,229 from 7,621
Change+608 (+8%)
Value$9.5M (+$381.6K)
Filed 2026-10-23
Archer Investment Corp
DECREASED
Shares8,222 from 8,262
Change-40 (0%)
Value$9.5M (-$396.0K)
Filed 2026-11-05
Asio Capital, LLC
INCREASED
Shares8,195 from 8,080
Change+115 (+1%)
Value$9.5M (-$209.1K)
Filed 2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares8,184 from 8,184
Change0 (0%)
Value$9.8M ($0)
Filed 2026-10-15
Cohen Capital Management, Inc.
UNCHANGED
Shares8,143 from 8,143
Change0 (0%)
Value$9.4M (-$344.9K)
Filed 2026-10-14
Ashurst Perkins Coie Trust Co
DECREASED
Shares8,075 from 8,149
Change-74 (-1%)
Value$9.3M (-$430.7K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares8,058 from 3,612
Change+4,446 (+123%)
Value$11.1M (+$6.7M)
Filed 2026-11-02
Guardian Wealth Management, Inc.
INCREASED
Shares8,049 from 7,823
Change+226 (+3%)
Value$9.3M (-$69.8K)
Filed 2026-10-30
Verde Servicos Internacionais S.A.
INCREASED
Shares8,048 from 8,000
Change+48 (+1%)
Value$9.3K (-$9.6M)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares7,979 from 7,223
Change+756 (+10%)
Value$9.2M (+$568.7K)
Filed 2026-10-26
Intesa Sanpaolo Wealth Management
INCREASED
Shares7,968 from 5,770
Change+2,198 (+38%)
Value$9.2M (+$2.3M)
Filed 2026-10-28
Conning Inc.
DECREASED
Shares7,933 from 8,044
Change-111 (-1%)
Value$9.2M (-$469.1K)
Filed 2026-10-27
Chicago Trust Co NA
INCREASED
Shares7,926 from 7,888
Change+38 (+0%)
Value$9.2M (-$290.1K)
Filed 2026-10-28
Walter Public Investments Inc.
NEW
Shares7,900
Change+7,900
Value$9.1M
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares7,877 from 7,377
Change+500 (+7%)
Value$9.1M (+$265.0K)
Filed 2026-11-06
Westwind Capital
DECREASED
Shares7,871 from 8,264
Change-393 (-5%)
Value$9.1K (-$804)
Filed 2026-10-08
Wolff Financial Management LLC
INCREASED
Shares7,834 from 7,772
Change+62 (+1%)
Value$9.1M (-$256.9K)
Filed 2026-10-23
PDS Planning, Inc
INCREASED
Shares7,822 from 7,599
Change+223 (+3%)
Value$9.1M (-$63.6K)
Filed 2026-11-03
Sanders Morris Harris LLC
INCREASED
Shares7,821 from 6,198
Change+1,623 (+26%)
Value$9.2M (+$1.8M)
Filed 2026-10-14
Symphony Financial, Ltd. Co.
INCREASED
Shares7,802 from 6,597
Change+1,205 (+18%)
Value$9.2M (+$1.1M)
Filed 2026-10-22
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares7,785 from 7,918
Change-133 (-2%)
Value$9.0M (-$489.2K)
Filed 2026-10-30
Angeles Wealth Management, LLC
DECREASED
Shares7,768 from 7,926
Change-158 (-2%)
Value$9.0M (-$518.5K)
Filed 2026-10-26
Kampmann Melissa S.
DECREASED
Shares7,757 from 7,762
Change-5 (0%)
Value$9.0M (-$334.5K)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED
Shares7,743 from 7,338
Change+405 (+6%)
Value$9.0M (+$157.6K)
Filed 2026-10-23
RMR Wealth Builders
INCREASED
Shares7,680 from 7,409
Change+271 (+4%)
Value$8.9M (-$413)
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares7,646 from 7,014
Change+632 (+9%)
Value$8.8M (+$434.3K)
Filed 2026-10-14
Roman Butler Fullerton & Co
INCREASED
Shares7,626 from 7,469
Change+157 (+2%)
Value$9.5M (+$631.9K)
Filed 2026-10-27
Goodman Advisory Group, LLC
INCREASED
Shares7,616 from 460
Change+7,156 (+1556%)
Value$8.8M (+$8.3M)
Filed 2026-11-02
Heritage Wealth Management, Inc.
DECREASED
Shares7,609 from 7,987
Change-378 (-5%)
Value$8.8M (-$775.6K)
Filed 2026-10-28
Grove Bank & Trust
INCREASED
Shares7,609 from 7,571
Change+38 (+1%)
Value$8.8M (-$276.7K)
Filed 2026-10-08
Weaver Capital Management LLC
INCREASED
Shares7,552 from 6,804
Change+748 (+11%)
Value$8.7M (+$2.5M)
Filed 2026-10-15
Columbia Asset Management
DECREASED
Shares7,541 from 8,009
Change-468 (-6%)
Value$8.7M (-$880.7K)
Filed 2026-10-19
Constitution Capital LLC
DECREASED
Shares7,523 from 8,941
Change-1,418 (-16%)
Value$8.7M (-$2.0M)
Filed 2026-10-23
Premier Path Wealth Partners, LLC
INCREASED
Shares7,491 from 7,275
Change+216 (+3%)
Value$8.7M (-$58.2K)
Filed 2026-10-16
Cigna Investments Inc
DECREASED
Shares7,473 from 7,550
Change-77 (-1%)
Value$8.6K (-$9.0M)
Filed 2026-10-19
SYM Financial Corp
INCREASED
Shares7,458 from 7,406
Change+52 (+1%)
Value$8.6M (-$253.6K)
Filed 2026-10-26
Investment Research & Advisory Group, Inc.
DECREASED
Shares7,430 from 7,451
Change-21 (0%)
Value$8.6M (-$327.8K)
Filed 2026-10-19
CWA Asset Management Group, LLC
DECREASED
Shares7,423 from 7,425
Change-2 (0%)
Value$8.6M (-$316.3K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares7,419 from 7,378
Change+41 (+1%)
Value$8.6M (-$266.7K)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares7,418 from 7,401
Change+17 (+0%)
Value$8.6M (-$293.5K)
Filed 2026-10-27
Canandaigua National Bank & Trust Co
DECREASED
Shares7,405 from 7,511
Change-106 (-1%)
Value$8.6M (-$440.7K)
Filed 2026-10-07
Pictet North America Advisors SA
INCREASED
Shares7,369 from 7,280
Change+89 (+1%)
Value$8.5M (-$205.3K)
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares7,363 from 7,951
Change-588 (-7%)
Value$8.5M (-$896.4K)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares7,326 from 7,052
Change+274 (+4%)
Value$8.5M (+$17.9K)
Filed 2026-10-28
Investment Partners, Ltd.
INCREASED
Shares7,314 from 5,687
Change+1,627 (+29%)
Value$8.5M (+$1.6M)
Filed 2026-10-29
Avestar Capital, LLC
DECREASED
Shares7,285 from 8,456
Change-1,171 (-14%)
Value$8.4M (-$1.7M)
Filed 2026-10-28
Norden Group LLC
DECREASED
Shares7,242 from 7,327
Change-85 (-1%)
Value$8.4M (-$407.8K)
Filed 2026-10-20
Leelyn Smith, LLC
DECREASED
Shares7,200 from 7,410
Change-210 (-3%)
Value$8.3M (-$557.6K)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares7,181 from 6,792
Change+389 (+6%)
Value$8.3M (+$162.5K)
Filed 2026-10-19
Pathway Wealth Management LLC
UNCHANGED
Shares7,173 from 7,173
Change0 (0%)
Value$8.3M (-$303.8K)
Filed 2026-10-19
Stableford Capital II LLC
INCREASED
Shares7,143 from 7,098
Change+45 (+1%)
Value$8.3M (-$248.5K)
Filed 2026-10-09
J.Safra Asset Management Corp
INCREASED
Shares7,106 from 6,918
Change+188 (+3%)
Value$8.2M (-$76.3K)
Filed 2026-11-03
Procyon Advisors, LLC
INCREASED
Shares7,105 from 6,408
Change+697 (+11%)
Value$8.2M (+$535.3K)
Filed 2026-10-21
Howard Capital Management, LLC
DECREASED
Shares7,104 from 7,165
Change-61 (-1%)
Value$8.2M (-$374.0K)
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares7,006 from 7,006
Change0 (0%)
Value$8.1M (-$296.7K)
Filed 2026-10-15
Krilogy Financial LLC
INCREASED
Shares6,914 from 6,846
Change+68 (+1%)
Value$8.2M (-$34.2K)
Filed 2026-10-13
bLong Financial, LLC
UNCHANGED
Shares6,913 from 6,913
Change0 (0%)
Value$8.0M (-$292.8K)
Filed 2026-10-29
Clear Harbor Asset Management, LLC
INCREASED
Shares6,901 from 4,602
Change+2,299 (+50%)
Value$8.0M (+$2.5M)
Filed 2026-11-05
Cullinan Associates Inc
INCREASED
Shares6,873 from 6,866
Change+7 (+0%)
Value$8.0M (-$282.7K)
Filed 2026-11-03
TCI Wealth Advisors, Inc.
INCREASED
Shares6,841 from 6,824
Change+17 (+0%)
Value$7.9M (-$269.3K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
INCREASED
Shares6,825 from 6,723
Change+102 (+2%)
Value$7.9M (-$166.4K)
Filed 2026-10-09
Central Pacific Bank - Trust Division
DECREASED
Shares6,814 from 7,222
Change-408 (-6%)
Value$7.9M (-$777.9K)
Filed 2026-10-06
Magnus Financial Group LLC
INCREASED
Shares6,808 from 6,605
Change+203 (+3%)
Value$7.9M (-$44.9K)
Filed 2026-10-21
Investors Asset Management of Georgia Inc
DECREASED
Shares6,803 from 6,818
Change-15 (0%)
Value$7.9M (-$306.1K)
Filed 2026-10-20
First Nebraska Trust Co
DECREASED
Shares6,790 from 6,923
Change-133 (-2%)
Value$7.9M (-$447.2K)
Filed 2026-10-30
Bouvel Investment Partners, LLC
DECREASED
Shares6,781 from 6,825
Change-44 (-1%)
Value$7.8M (-$340.0K)
Filed 2026-10-13
First Business Financial Services, Inc.
INCREASED
Shares6,780 from 6,642
Change+138 (+2%)
Value$7.8M (-$121.6K)
Filed 2026-10-29
LJI Wealth Management, LLC
DECREASED
Shares6,777 from 7,026
Change-249 (-4%)
Value$7.8M (-$585.7K)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares6,774 from 4,276
Change+2,498 (+58%)
Value$8.1M (+$2.8M)
Filed 2026-10-08
Avantax Planning Partners, Inc.
INCREASED
Shares6,772 from 6,678
Change+94 (+1%)
Value$7.8M (-$174.5K)
Filed 2026-11-03
True Private Wealth Advisors
INCREASED
Shares6,772 from 6,739
Change+33 (+0%)
Value$7.8M (-$245.8K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares6,769 from 6,149
Change+620 (+10%)
Value$7.8M (+$719.4K)
Filed 2026-11-02
Family Legacy, Inc.
INCREASED
Shares6,766 from 6,758
Change+8 (+0%)
Value$7.8M (-$276.9K)
Filed 2026-10-13
StrongBox Wealth, LLC
INCREASED
Shares6,761 from 5,631
Change+1,130 (+20%)
Value$7.8M (+$1.1M)
Filed 2026-11-02
Clearstead Trust, LLC
DECREASED
Shares6,738 from 6,741
Change-3 (0%)
Value$7.8M (-$289.0K)
Filed 2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares6,721 from 4,634
Change+2,087 (+45%)
Value$7.8M (+$2.2M)
Filed 2026-10-23
SWS Partners
INCREASED
Shares6,706 from 5,247
Change+1,459 (+28%)
Value$7.8M (+$1.5M)
Filed 2026-10-26
Raub Brock Capital Management LP
DECREASED
Shares6,696 from 13,706
Change-7,010 (-51%)
Value$7.7M (-$8.7M)
Filed 2026-10-21
Nfsg Corp
INCREASED
Shares6,692 from 5,038
Change+1,654 (+33%)
Value$7.7M (+$1.7M)
Filed 2026-10-15
Pensioenfonds Rail & OV
NEW
Shares6,665
Change+6,665
Value$7.7M
Filed 2026-11-09
Resonant Capital Advisors, LLC
INCREASED
Shares6,657 from 6,392
Change+265 (+4%)
Value$7.7M (+$35.9K)
Filed 2026-10-15
Advisor OS, LLC
DECREASED
Shares6,655 from 7,235
Change-580 (-8%)
Value$7.7M (-$977.1K)
Filed 2026-11-03
HWG Holdings LP
NEW
Shares6,647
Change+6,647
Value$7.7M
Filed 2026-10-08
Little House Capital LLC
INCREASED
Shares6,638 from 5,078
Change+1,560 (+31%)
Value$7.7M (+$1.6M)
Filed 2026-11-06
Stanley-Laman Group, Ltd.
DECREASED
Shares6,638 from 6,747
Change-109 (-2%)
Value$7.7M (-$411.9K)
Filed 2026-10-20
WBH Advisory Inc
DECREASED
Shares6,611 from 6,633
Change-22 (0%)
Value$7.6M (-$306.6K)
Filed 2026-11-05
Linden Thomas Advisory Services, LLC
INCREASED
Shares6,610 from 6,333
Change+277 (+4%)
Value$7.6M (+$52.3K)
Filed 2026-10-19
West Bancorporation Inc
INCREASED
Shares6,597 from 604
Change+5,993 (+992%)
Value$7.6M (+$6.9M)
Filed 2026-10-29
Catalyst Financial Partners LLC
INCREASED
Shares6,575 from 6,449
Change+126 (+2%)
Value$7.6M (-$127.3K)
Filed 2026-11-06
Lebenthal Global Advisors, LLC
INCREASED
Shares6,552 from 5,893
Change+659 (+11%)
Value$7.6M (+$513.8K)
Filed 2026-10-28
Capital Asset Advisory Services LLC
INCREASED
Shares6,547 from 4,985
Change+1,562 (+31%)
Value$8.6M (+$2.6M)
Filed 2026-10-30
Greenspring Advisors, LLC
INCREASED
Shares6,512 from 3,171
Change+3,341 (+105%)
Value$7.5M (+$3.7M)
Filed 2026-11-05
Avior Wealth Management, LLC
INCREASED
Shares6,510 from 6,424
Change+86 (+1%)
Value$7.5M (-$172.0K)
Filed 2026-10-13
Parisi Gray Wealth Management
INCREASED
Shares6,486 from 6,274
Change+212 (+3%)
Value$7.5M (-$20.5K)
Filed 2026-10-16
Zega Investments, LLC
DECREASED
Shares6,486 from 6,635
Change-149 (-2%)
Value$7.5M (-$453.7K)
Filed 2026-11-04
Gryphon Financial Partners LLC
INCREASED
Shares6,484 from 6,418
Change+66 (+1%)
Value$7.5M (-$196.2K)
Filed 2026-11-04
Wealth Alliance Advisory Group, LLC
INCREASED
Shares6,445 from 6,285
Change+160 (+3%)
Value$7.5M (-$80.6K)
Filed 2026-10-14
Ayrshire Capital Management LLC
DECREASED
Shares6,440 from 6,630
Change-190 (-3%)
Value$7.5M (-$500.4K)
Filed 2026-10-20
Ipswich Investment Management Co., Inc.
DECREASED
Shares6,431 from 6,727
Change-296 (-4%)
Value$7.4M (-$627.4K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares6,406 from 6,143
Change+263 (+4%)
Value$7.4M (+$44.2K)
Filed 2026-11-05
Brandywine OAK Private Wealth LLC
DECREASED
Shares6,371 from 6,378
Change-7 (0%)
Value$7.4M (-$278.4K)
Filed 2026-10-23
Maia Wealth LLC
INCREASED
Shares6,360 from 6,126
Change+234 (+4%)
Value$7.4M (+$10.8K)
Filed 2026-10-19
Moody National Bank Trust Division
DECREASED
Shares6,315 from 6,596
Change-281 (-4%)
Value$7.3M (-$604.5K)
Filed 2026-10-06
Kesler, Norman & Wride, LLC
INCREASED
Shares6,310 from 5,979
Change+331 (+6%)
Value$7.3M (+$129.6K)
Filed 2026-11-06
Richwood Investment Advisors, LLC
DECREASED
Shares6,262 from 6,425
Change-163 (-3%)
Value$7.2M (-$460.7K)
Filed 2026-10-30
PFC Capital Group, Inc.
INCREASED
Shares6,256 from 6,173
Change+83 (+1%)
Value$7.2M (-$165.3K)
Filed 2026-11-06
Trilogy Capital Inc.
INCREASED
Shares6,247 from 5,952
Change+295 (+5%)
Value$7.2M (+$88.5K)
Filed 2026-10-20
BOS Asset Management, LLC
DECREASED
Shares6,235 from 6,418
Change-183 (-3%)
Value$7.2M (-$483.4K)
Filed 2026-10-09
Andrew Hill Investment Advisors, Inc.
INCREASED
Shares6,173 from 6,133
Change+40 (+1%)
Value$7.1M (-$214.5K)
Filed 2026-10-22
Lake Street Private Wealth, LLC
INCREASED
Shares6,172 from 6,078
Change+94 (+2%)
Value$7.1M (-$149.4K)
Filed 2026-10-22
Accurate Wealth Management, LLC
INCREASED
Shares6,160 from 5,606
Change+554 (+10%)
Value$7.2M (+$520.5K)
Filed 2026-10-20
Kercheville Advisors, LLC
INCREASED
Shares6,157 from 6,001
Change+156 (+3%)
Value$7.1M (-$73.6K)
Filed 2026-10-19
Elyxium Wealth, LLC
INCREASED
Shares6,136 from 6,087
Change+49 (+1%)
Value$7.1M (-$201.0K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
INCREASED
Shares6,115 from 1,368
Change+4,747 (+347%)
Value$7.1M (+$5.4M)
Filed 2026-10-08
Diversified Enterprises, LLC
INCREASED
Shares6,098 from 5,682
Change+416 (+7%)
Value$7.1M (+$240.0K)
Filed 2026-10-19
NovaPoint Capital, LLC
DECREASED
Shares6,051 from 6,061
Change-10 (0%)
Value$7.0M (-$268.2K)
Filed 2026-10-22
Hunter Associates Investment Management LLC
INCREASED
Shares6,048 from 6,021
Change+27 (+0%)
Value$7.0K (-$7.2M)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares6,039 from 5,327
Change+712 (+13%)
Value$7.0M (+$598.4K)
Filed 2026-11-04
Oxler Private Wealth LLC
INCREASED
Shares6,036 from 6,027
Change+9 (+0%)
Value$7.0M (-$245.0K)
Filed 2026-10-21
BankPlus Trust Department
INCREASED
Shares6,025 from 5,809
Change+216 (+4%)
Value$7.0M (+$3.9K)
Filed 2026-11-06
71 West Capital Partners
INCREASED
Shares6,024 from 5,922
Change+102 (+2%)
Value$7.0M (-$132.8K)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares6,023 from 5,846
Change+177 (+3%)
Value$7.0M (-$43.2K)
Filed 2026-11-06
First City Capital Management, Inc.
DECREASED
Shares6,019 from 6,107
Change-88 (-1%)
Value$7.0M (-$360.4K)
Filed 2026-10-27
Compass Wealth Management LLC
DECREASED
Shares5,993 from 6,093
Change-100 (-2%)
Value$6.9M (-$373.7K)
Filed 2026-10-22
Shaker Investments LLC
INCREASED
Shares5,949 from 4,175
Change+1,774 (+42%)
Value$6.9M (+$1.9M)
Filed 2026-11-05
SFE Investment Counsel
DECREASED
Shares5,926 from 5,971
Change-45 (-1%)
Value$6.9M (-$304.9K)
Filed 2026-10-29
Advisory Solutions Group, LLC
INCREASED
Shares5,911 from 4,501
Change+1,410 (+31%)
Value$6.8M (+$1.4M)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
DECREASED
Shares5,881 from 6,057
Change-176 (-3%)
Value$6.8M (-$459.7K)
Filed 2026-10-14
Reynders McVeigh Capital Management, LLC
DECREASED
Shares5,871 from 5,915
Change-44 (-1%)
Value$6.8M (-$301.4K)
Filed 2026-10-30
Sitrin Capital Management LLC
DECREASED
Shares5,864 from 5,944
Change-80 (-1%)
Value$6.8M (-$344.1K)
Filed 2026-10-19
VAN Strum & Towne Inc.
INCREASED
Shares5,819 from 5,679
Change+140 (+2%)
Value$6.7M (-$78.5K)
Filed 2026-11-06
Duncker Streett & Co Inc
INCREASED
Shares5,797 from 5,580
Change+217 (+4%)
Value$6.7M (+$15.0K)
Filed 2026-10-27
Nelson Capital Management, LLC
DECREASED
Shares5,785 from 6,027
Change-242 (-4%)
Value$6.7M (-$535.6K)
Filed 2026-11-09
Zions Bancorporation, National Association
INCREASED
Shares5,778 from 5,146
Change+632 (+12%)
Value$6.7M (+$513.3K)
Filed 2026-11-06
Cooper Financial Group
INCREASED
Shares5,776 from 5,274
Change+502 (+10%)
Value$6.7M (+$357.9K)
Filed 2026-10-07
Lighthouse Financial LLC
INCREASED
Shares5,747 from 5,189
Change+558 (+11%)
Value$6.6M (+$425.9K)
Filed 2026-10-23
Vision Capital Management, Inc.
DECREASED
Shares5,730 from 5,868
Change-138 (-2%)
Value$6.6M (-$408.2K)
Filed 2026-10-20
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares5,729 from 5,658
Change+71 (+1%)
Value$6.6M (-$157.4K)
Filed 2026-10-16
TD Private Client Wealth LLC
INCREASED
Shares5,709 from 5,646
Change+63 (+1%)
Value$6.6M (-$166.2K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
INCREASED
Shares5,708 from 5,700
Change+8 (+0%)
Value$6.6M (-$232.1K)
Filed 2026-10-21
Tufton Capital Management
DECREASED
Shares5,698 from 5,728
Change-30 (-1%)
Value$6.6K (-$6.9M)
Filed 2026-10-20
Alta Advisers Ltd
INCREASED
Shares5,697 from 3,079
Change+2,618 (+85%)
Value$6.6M (+$2.9M)
Filed 2026-11-02
Smithbridge Asset Management Inc
DECREASED
Shares5,689 from 5,883
Change-194 (-3%)
Value$6.6M (-$473.6K)
Filed 2026-10-19
Institute for Wealth Management, Llc.
INCREASED
Shares5,676 from 5,669
Change+7 (+0%)
Value$6.6M (-$232.5K)
Filed 2026-11-06
Glaxis Capital Management, LLC
INCREASED
Shares5,660 from 4,680
Change+980 (+21%)
Value$6.5M (+$935.7K)
Filed 2026-11-02
Kavar Capital Partners Group, LLC
INCREASED
Shares5,646 from 5,587
Change+59 (+1%)
Value$6.5M (-$168.3K)
Filed 2026-11-06
Argentarii, LLC
INCREASED
Shares5,644 from 5,634
Change+10 (+0%)
Value$6.5M (-$314.9K)
Filed 2026-10-28
Nikulski Financial, Inc.
INCREASED
Shares5,630 from 5,353
Change+277 (+5%)
Value$6.5M (+$93.9K)
Filed 2026-11-06
Leonteq Securities AG
INCREASED
Shares5,615 from 2,151
Change+3,464 (+161%)
Value$6.5M (+$3.9M)
Filed 2026-10-29
LS Investment Advisors, LLC
INCREASED
Shares5,603 from 4,611
Change+992 (+22%)
Value$6.5M (+$952.6K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
INCREASED
Shares5,602 from 5,578
Change+24 (+0%)
Value$6.5M (-$208.2K)
Filed 2026-10-16
Capital Investment Counsel, LLC
INCREASED
Shares5,600 from 2,935
Change+2,665 (+91%)
Value$6.5M (+$3.0M)
Filed 2026-10-14
Romano Brothers and Company
DECREASED
Shares5,581 from 5,634
Change-53 (-1%)
Value$6.5M (-$299.9K)
Filed 2026-10-22
Arista Wealth Management, LLC
DECREASED
Shares5,570 from 5,856
Change-286 (-5%)
Value$6.4M (-$578.9K)
Filed 2026-10-29
Azzad Asset Management Inc
DECREASED
Shares5,567 from 5,597
Change-30 (-1%)
Value$6.4M (-$271.3K)
Filed 2026-11-04
Nkcfo LLC
INCREASED
Shares5,535 from 2,195
Change+3,340 (+152%)
Value$6.4K (-$2.6M)
Filed 2026-11-04
Princeton Global Asset Management LLC
DECREASED
Shares5,531 from 5,815
Change-284 (-5%)
Value$6.4M (-$575.1K)
Filed 2026-10-21
Carl P. Sherr & Co., LLC
DECREASED
Shares5,494 from 5,503
Change-9 (0%)
Value$6.4M (-$243.3K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,464 from 5,368
Change+96 (+2%)
Value$6.3M (-$116.2K)
Filed 2026-10-27
Foguth Wealth Management, Llc.
INCREASED
Shares5,440 from 656
Change+4,784 (+729%)
Value$6.8M (+$6.1M)
Filed 2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares5,392 from 5,971
Change-579 (-10%)
Value$6.2M (-$922.8K)
Filed 2026-10-07
Mechanics Bank Trust Department
INCREASED
Shares5,384 from 5,353
Change+31 (+1%)
Value$6.2M (-$190.8K)
Filed 2026-10-13
Davidson Capital Management Inc.
INCREASED
Shares5,365 from 5,259
Change+106 (+2%)
Value$6.2M (-$100.1K)
Filed 2026-10-15
StoneCrest Wealth Management, Inc.
INCREASED
Shares5,355 from 5,351
Change+4 (+0%)
Value$6.2M (-$222.0K)
Filed 2026-11-03
Ellsworth Advisors, LLC
INCREASED
Shares5,339 from 4,841
Change+498 (+10%)
Value$6.2M (+$578.3K)
Filed 2026-10-15
Finivi Inc.
INCREASED
Shares5,336 from 5,240
Change+96 (+2%)
Value$6.2M (-$111.3K)
Filed 2026-10-13
Royal Fund Management, LLC
INCREASED
Shares5,302 from 5,141
Change+161 (+3%)
Value$6.1M (-$31.4K)
Filed 2026-10-22
Reliant Investment Management, LLC
INCREASED
Shares5,288 from 544
Change+4,744 (+872%)
Value$6.1M (+$5.5M)
Filed 2026-10-14
Joseph Group Capital Management
INCREASED
Shares5,280 from 5,241
Change+39 (+1%)
Value$6.1M (-$176.8K)
Filed 2026-11-04
Forum Financial Management, LP
INCREASED
Shares5,266 from 5,254
Change+12 (+0%)
Value$6.1M (-$208.6K)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
INCREASED
Shares5,255 from 5,231
Change+24 (+0%)
Value$6.1M (-$193.8K)
Filed 2026-11-02
Hilltop National Bank
DECREASED
Shares5,248 from 5,251
Change-3 (0%)
Value$6.1M (-$225.9K)
Filed 2026-10-14
Stillwater Wealth Management Group
DECREASED
Shares5,232 from 5,274
Change-42 (-1%)
Value$6.1M (-$271.9K)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares5,221 from 5,499
Change-278 (-5%)
Value$6.0M (-$555.5K)
Filed 2026-10-26
Torrey Growth & Income Advisors
DECREASED
Shares5,218 from 5,248
Change-30 (-1%)
Value$6.2M (-$130.7K)
Filed 2026-11-04
KRS Capital Management, LLC
INCREASED
Shares5,216 from 5,210
Change+6 (+0%)
Value$6.0M (-$213.4K)
Filed 2026-10-16
Oak Harvest Investment Services
INCREASED
Shares5,211 from 3,607
Change+1,604 (+44%)
Value$6.0M (+$1.7M)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares5,208 from 5,099
Change+109 (+2%)
Value$6.0M (-$89.8K)
Filed 2026-10-29
Ironwood Financial, llc
DECREASED
Shares5,203 from 5,220
Change-17 (0%)
Value$6.0M (-$149.1K)
Filed 2026-10-20
Physicians Financial Services, Inc.
UNCHANGED
Shares5,192 from 5,192
Change0 (0%)
Value$6.0K (-$6.2M)
Filed 2026-11-04
Portside Wealth Group, LLC
DECREASED
Shares5,189 from 5,720
Change-531 (-9%)
Value$6.0M (-$856.6K)
Filed 2026-10-20
Prosperitas Financial LLC
INCREASED
Shares5,154 from 4,718
Change+436 (+9%)
Value$6.0M (+$304.9K)
Filed 2026-10-28
Westover Capital Advisors, LLC
INCREASED
Shares5,147 from 3,728
Change+1,419 (+38%)
Value$6.0M (+$1.5M)
Filed 2026-10-26
Gibbs Wealth Management
INCREASED
Shares5,142 from 4,542
Change+600 (+13%)
Value$6.0M (+$501.8K)
Filed 2026-10-22
Demars Financial Group, LLC
INCREASED
Shares5,137 from 4,778
Change+359 (+8%)
Value$5.9M (+$212.7K)
Filed 2026-10-22
Peddock Capital Advisors, LLC
INCREASED
Shares5,123 from 5,107
Change+16 (+0%)
Value$5.9M (-$197.8K)
Filed 2026-10-16
Stackstone Wealth, LLC
NEW
Shares5,112
Change+5,112
Value$5.9M
Filed 2026-10-19
Visionary Wealth Advisors
DECREASED
Shares5,070 from 5,093
Change-23 (0%)
Value$5.9M (-$242.5K)
Filed 2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,063 from 5,074
Change-11 (0%)
Value$5.9M (-$227.6K)
Filed 2026-11-02
Cox Capital Mgt LLC
DECREASED
Shares5,058 from 5,092
Change-34 (-1%)
Value$5.9M (-$255.0K)
Filed 2026-10-07
Kathmere Capital Management, LLC
INCREASED
Shares5,056 from 4,626
Change+430 (+9%)
Value$5.9M (+$302.4K)
Filed 2026-10-20
PW Nova Financial Services LLC
DECREASED
Shares5,053 from 5,249
Change-196 (-4%)
Value$5.8M (-$449.1K)
Filed 2026-10-15
Semus Wealth Partners LLC
DECREASED
Shares5,045 from 5,155
Change-110 (-2%)
Value$5.8M (-$345.8K)
Filed 2026-10-22
Aviso Wealth Management
DECREASED
Shares5,039 from 5,214
Change-175 (-3%)
Value$5.8M (-$423.3K)
Filed 2026-11-04
Trillium Asset Management, LLC
INCREASED
Shares5,036 from 359
Change+4,677 (+1303%)
Value$5.8M (+$5.4M)
Filed 2026-11-09
Valley National Advisers Inc
DECREASED
Shares5,035 from 5,036
Change-1 (0%)
Value$5.8M (-$214.3K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
INCREASED
Shares5,023 from 4,281
Change+742 (+17%)
Value$5.8M (+$676.7K)
Filed 2026-10-28
Sentry LLC
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$5.8M (-$212.6K)
Filed 2026-10-30
Keudell ison Wealth Management
INCREASED
Shares5,019 from 4,989
Change+30 (+1%)
Value$5.8M (-$176.6K)
Filed 2026-10-16
Peterson Wealth Services
INCREASED
Shares5,007 from 4,914
Change+93 (+2%)
Value$5.8M (-$100.5K)
Filed 2026-10-26
Glass Wealth Management Co LLC
INCREASED
Shares5,001 from 4,448
Change+553 (+12%)
Value$5.8M (+$451.5K)
Filed 2026-10-28
Perpetual Ltd
DECREASED
Shares4,998 from 5,916
Change-918 (-16%)
Value$5.8M (-$1.3M)
Filed 2026-10-13
Iowa State Bank
DECREASED
Shares4,995 from 5,120
Change-125 (-2%)
Value$5.8M (-$361.5K)
Filed 2026-10-06
Ninety One North America, Inc.
DECREASED
Shares4,987 from 6,689
Change-1,702 (-25%)
Value$5.8M (-$2.3M)
Filed 2026-10-15
Marathon Wealth Advisors LLC
INCREASED
Shares4,985 from 4,978
Change+7 (+0%)
Value$5.8M (-$203.0K)
Filed 2026-11-04
N10 Wealth, LLC
INCREASED
Shares4,973 from 4,111
Change+862 (+21%)
Value$5.8M (+$823.3K)
Filed 2026-10-14
Hixon Zuercher, LLC
INCREASED
Shares4,899 from 1,765
Change+3,134 (+178%)
Value$5.7M (+$3.6M)
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares4,887 from 4,768
Change+119 (+3%)
Value$5.7M (-$64.6K)
Filed 2026-11-03
Stenger Family Office, LLC
DECREASED
Shares4,875 from 6,754
Change-1,879 (-28%)
Value$5.7M (-$2.4M)
Filed 2026-10-22
Courier Capital LLC
INCREASED
Shares4,872 from 4,669
Change+203 (+4%)
Value$5.6M (+$37.2K)
Filed 2026-10-19
Means Investment Co., Inc.
INCREASED
Shares4,872 from 4,726
Change+146 (+3%)
Value$5.6M (-$30.7K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares4,842 from 4,913
Change-71 (-1%)
Value$5.6M (-$290.8K)
Filed 2026-10-26
CFS Investment Advisory Services, LLC
DECREASED
Shares4,828 from 4,838
Change-10 (0%)
Value$5.6M (-$284.5K)
Filed 2026-10-19
Freedom Day Solutions, LLC
INCREASED
Shares4,797 from 4,649
Change+148 (+3%)
Value$5.6M (-$24.9K)
Filed 2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares4,789 from 4,824
Change-35 (-1%)
Value$5.5M (-$244.8K)
Filed 2026-10-13
Baxter Bros Inc
INCREASED
Shares4,779 from 4,774
Change+5 (+0%)
Value$5.5M (-$196.4K)
Filed 2026-11-04
Biltmore Family Office, LLC
DECREASED
Shares4,778 from 4,948
Change-170 (-3%)
Value$5.5M (-$406.3K)
Filed 2026-11-03
Private Wealth Partners, LLC
INCREASED
Shares4,766 from 4,448
Change+318 (+7%)
Value$5.5M (+$179.6K)
Filed 2026-10-22
Brown Shipley& Co Ltd
INCREASED
Shares4,750 from 4,717
Change+33 (+1%)
Value$5.5M (-$161.6K)
Filed 2026-10-09
Community Bank, N.A.
INCREASED
Shares4,744 from 4,314
Change+430 (+10%)
Value$5.5M (+$314.9K)
Filed 2026-11-06
Harold Davidson & Associates Inc.
DECREASED
Shares4,737 from 4,767
Change-30 (-1%)
Value$5.5M (-$236.3K)
Filed 2026-10-29
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares4,730 from 4,815
Change-85 (-2%)
Value$5.5M (-$302.2K)
Filed 2026-10-08
Pines Wealth Management, LLC
DECREASED
Shares4,715 from 4,765
Change-50 (-1%)
Value$5.5M (-$260.3K)
Filed 2026-10-21
Paragon Advisors, LLC
INCREASED
Shares4,706 from 4,037
Change+669 (+17%)
Value$5.4M (+$603.1K)
Filed 2026-11-03
Hamilton Point Investment Advisors, LLC
DECREASED
Shares4,703 from 4,813
Change-110 (-2%)
Value$5.4M (-$331.1K)
Filed 2026-11-03
Carret Asset Management, LLC
DECREASED
Shares4,697 from 4,753
Change-56 (-1%)
Value$5.4M (-$266.1K)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
DECREASED
Shares4,682 from 4,760
Change-78 (-2%)
Value$5.4M (-$291.7K)
Filed 2026-10-22
N10 Assets, LLC
INCREASED
Shares4,676 from 4,070
Change+606 (+15%)
Value$5.4M (+$528.8K)
Filed 2026-10-14
Oakworth Capital, Inc.
DECREASED
Shares4,658 from 4,682
Change-24 (-1%)
Value$5.4M (-$217.7K)
Filed 2026-10-26
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares4,644
Change+4,644
Value$5.4M
Filed 2026-10-20
Axecap Investments, LLC
INCREASED
Shares4,644 from 3,851
Change+793 (+21%)
Value$5.4M (+$755.1K)
Filed 2026-10-20
River Street Advisors LLC
DECREASED
Shares4,634 from 4,650
Change-16 (0%)
Value$5.4M (-$215.4K)
Filed 2026-10-22
AA Financial Advisors, LLC
DECREASED
Shares4,628 from 4,686
Change-58 (-1%)
Value$5.4M (-$266.4K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares4,610 from 4,488
Change+122 (+3%)
Value$5.3M (-$49.1K)
Filed 2026-10-16
Genus Capital Management Inc.
DECREASED
Shares4,603 from 4,638
Change-35 (-1%)
Value$5.3M (-$236.9K)
Filed 2026-11-04
Fire Capital Management LLC
INCREASED
Shares4,591 from 2,122
Change+2,469 (+116%)
Value$5.3M (+$2.8M)
Filed 2026-10-27
Towerpoint Wealth, LLC
INCREASED
Shares4,561 from 4,549
Change+12 (+0%)
Value$5.3M (-$178.7K)
Filed 2026-10-13
Signet Investment Advisory Group, Inc.
DECREASED
Shares4,540 from 4,634
Change-94 (-2%)
Value$5.3M (-$305.0K)
Filed 2026-10-30
Family Capital Trust Co
DECREASED
Shares4,531 from 4,544
Change-13 (0%)
Value$5.2M (-$207.4K)
Filed 2026-10-22
Uhlmann Price Securities, LLC
INCREASED
Shares4,525 from 4,508
Change+17 (+0%)
Value$5.2M (-$171.2K)
Filed 2026-11-03
IFG Advisory, LLC
INCREASED
Shares4,522 from 4,333
Change+189 (+4%)
Value$5.2M (+$35.2K)
Filed 2026-11-09
InvesTrust
DECREASED
Shares4,509 from 5,576
Change-1,067 (-19%)
Value$5.2M (-$1.5M)
Filed 2026-10-14
Fragasso Financial Advisors Inc
DECREASED
Shares4,487 from 4,609
Change-122 (-3%)
Value$5.3M (-$237.1K)
Filed 2026-10-13
Triad Wealth Partners, LLC
INCREASED
Shares4,485 from 4,306
Change+179 (+4%)
Value$5.2M (+$361.0K)
Filed 2026-10-26
Thrive Capital Management, LLC
INCREASED
Shares4,462 from 4,356
Change+106 (+2%)
Value$5.2M (-$60.9K)
Filed 2026-10-28
Acumen Wealth Advisors, LLC
INCREASED
Shares4,441 from 3,994
Change+447 (+11%)
Value$5.1M (+$348.1K)
Filed 2026-11-05
Partners Wealth Management, LLC
INCREASED
Shares4,438 from 2,135
Change+2,303 (+108%)
Value$5.1M (+$2.6M)
Filed 2026-10-28
RDA Financial Network
DECREASED
Shares4,434 from 4,517
Change-83 (-2%)
Value$5.1M (-$286.7K)
Filed 2026-10-15
Brown Miller Wealth Management, LLC
INCREASED
Shares4,417 from 3,921
Change+496 (+13%)
Value$5.1M (+$408.0K)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares4,414 from 4,144
Change+270 (+7%)
Value$5.1M (+$136.1K)
Filed 2026-10-21
Affinity Capital Advisors, LLC
DECREASED
Shares4,414 from 4,484
Change-70 (-2%)
Value$5.2M (-$175.8K)
Filed 2026-10-13
Kenora Financial, LLC
DECREASED
Shares4,414 from 4,462
Change-48 (-1%)
Value$5.1M (-$244.5K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares4,410 from 5,542
Change-1,132 (-20%)
Value$5.1M (-$1.5M)
Filed 2026-11-04
WD Rutherford LLC
INCREASED
Shares4,410 from 3,746
Change+664 (+18%)
Value$5.1M (+$609.7K)
Filed 2026-10-26
Norway Savings Bank
DECREASED
Shares4,410 from 4,469
Change-59 (-1%)
Value$5.1M (-$257.5K)
Filed 2026-10-20
Arjuna Capital
DECREASED
Shares4,402 from 4,447
Change-45 (-1%)
Value$5.1M (-$240.4K)
Filed 2026-11-03
Balefire, LLC
INCREASED
Shares4,398 from 4,262
Change+136 (+3%)
Value$5.1M (-$23.1K)
Filed 2026-10-09
Ballast, Inc.
DECREASED
Shares4,371 from 4,427
Change-56 (-1%)
Value$5.1M (-$252.3K)
Filed 2026-10-20
Ledyard National Bank
INCREASED
Shares4,358 from 4,276
Change+82 (+2%)
Value$5.0M (-$86.2K)
Filed 2026-10-21
Capital Square, LLC
DECREASED
Shares4,353 from 4,720
Change-367 (-8%)
Value$5.0M (-$573.6K)
Filed 2026-10-19
First Heartland Consultants, Inc.
INCREASED
Shares4,349 from 4,010
Change+339 (+8%)
Value$5.0M (+$222.7K)
Filed 2026-10-08
3Chopt Investment Partners, LLC
INCREASED
Shares4,349 from 4,014
Change+335 (+8%)
Value$5.0M (+$217.6K)
Filed 2026-10-30
Slow Capital, Inc.
DECREASED
Shares4,347 from 4,509
Change-162 (-4%)
Value$5.0M (-$378.4K)
Filed 2026-10-23
Herbst Group, LLC
DECREASED
Shares4,337 from 4,339
Change-2 (0%)
Value$5.0M (-$186.1K)
Filed 2026-10-20
Burns J W & Co Inc
DECREASED
Shares4,332 from 4,335
Change-3 (0%)
Value$5.0M (-$187.1K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
NEW
Shares4,324
Change+4,324
Value$5.0M
Filed 2026-10-26
Bernicke Wealth Management, Ltd.
INCREASED
Shares4,322 from 4,293
Change+29 (+1%)
Value$5.0M (-$148.4K)
Filed 2026-11-06
Integral Investment Advisors, Inc.
DECREASED
Shares4,317 from 4,544
Change-227 (-5%)
Value$5.0M (-$455.5K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED
Shares4,303 from 4,778
Change-475 (-10%)
Value$5.0M (-$751.9K)
Filed 2026-10-28
Eagle Strategies LLC
INCREASED
Shares4,293 from 4,271
Change+22 (+1%)
Value$5.0M (-$156.1K)
Filed 2026-10-16
Philip James Wealth Mangement, LLC
INCREASED
Shares4,242 from 4,241
Change+1 (+0%)
Value$4.9M (-$178.9K)
Filed 2026-10-27
Sivik Global Healthcare LLC
DECREASED
Shares4,230 from 5,000
Change-770 (-15%)
Value$4.9M (+$4.9M)
Filed 2026-10-13
True North Advisors, LLC
INCREASED
Shares4,217 from 3,109
Change+1,108 (+36%)
Value$4.9M (+$1.2M)
Filed 2026-10-22
Convergence Financial, LLC
DECREASED
Shares4,215 from 8,507
Change-4,292 (-50%)
Value$4.9M (-$5.3M)
Filed 2026-10-27
Elm3 Financial Group, LLC
INCREASED
Shares4,204 from 4,052
Change+152 (+4%)
Value$4.9M (+$3.5K)
Filed 2026-10-07
Hager Investment Management Services, LLC
DECREASED
Shares4,200 from 4,593
Change-393 (-9%)
Value$4.9M (-$649.1K)
Filed 2026-11-04
Financial Enhancement Group LLC
INCREASED
Shares4,200 from 4,150
Change+50 (+1%)
Value$5.0M (+$15.1K)
Filed 2026-10-08
Natural Investments, LLC
DECREASED
Shares4,196 from 5,609
Change-1,413 (-25%)
Value$4.9M (-$1.9M)
Filed 2026-11-06
Cordatus Wealth Management LLC
DECREASED
Shares4,196 from 4,307
Change-111 (-3%)
Value$4.9M (-$310.8K)
Filed 2026-10-19
RVW Wealth, LLC
INCREASED
Shares4,187 from 2,160
Change+2,027 (+94%)
Value$4.8M (+$2.3M)
Filed 2026-10-06
Claro Advisors Inc.
INCREASED
Shares4,184 from 3,896
Change+288 (+7%)
Value$4.8M (+$169.2K)
Filed 2026-11-02
Pennsylvania Capital Management Inc
DECREASED
Shares4,181 from 4,204
Change-23 (-1%)
Value$4.8M (-$204.9K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED
Shares4,167 from 4,043
Change+124 (+3%)
Value$4.8M (-$27.6K)
Filed 2026-10-19
Bochk Asset Management Ltd
DECREASED
Shares4,150 from 6,610
Change-2,460 (-37%)
Value$4.8M (-$3.1M)
Filed 2026-10-29
Greenup Street Wealth Management LLC
INCREASED
Shares4,131 from 3,016
Change+1,115 (+37%)
Value$4.8M (+$1.2M)
Filed 2026-10-28
Eagle Wealth Strategies LLC
INCREASED
Shares4,131 from 4,105
Change+26 (+1%)
Value$4.8M (-$143.4K)
Filed 2026-10-20
First Financial Corp
DECREASED
Shares4,130 from 4,212
Change-82 (-2%)
Value$4.8M (-$273.3K)
Filed 2026-10-13
Triangle Securities Wealth Management
DECREASED
Shares4,128 from 4,197
Change-69 (-2%)
Value$4.8M (-$257.6K)
Filed 2026-10-14
Jcic Asset Management Inc.
INCREASED
Shares4,114 from 4,022
Change+92 (+2%)
Value$4.8M (+$1.1M)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4,113 from 4,225
Change-112 (-3%)
Value$4.8M (-$308.5K)
Filed 2026-10-27
CRA Financial Services, LLC
INCREASED
Shares4,102 from 4,099
Change+3 (+0%)
Value$4.7M (-$169.4K)
Filed 2026-10-16
Bosman Wealth Management, LLC
INCREASED
Shares4,084 from 3,124
Change+960 (+31%)
Value$4.7M (+$978.1K)
Filed 2026-10-28
McBroom & Associates, LLC
NEW
Shares4,078
Change+4,078
Value$4.7M
Filed 2026-10-29
Trek Financial, LLC
INCREASED
Shares4,059 from 3,679
Change+380 (+10%)
Value$4.7M (+$283.7K)
Filed 2026-10-29
StoneX Group Inc.
DECREASED
Shares4,047 from 6,635
Change-2,588 (-39%)
Value$4.7M (-$3.3M)
Filed 2026-11-03
Facet Wealth, Inc.
INCREASED
Shares4,046 from 3,243
Change+803 (+25%)
Value$4.7M (+$791.5K)
Filed 2026-11-04
Red Spruce Capital, LLC
DECREASED
Shares4,044 from 4,085
Change-41 (-1%)
Value$4.7M (-$220.4K)
Filed 2026-10-07
Marble Harbor Investment Counsel, LLC
DECREASED
Shares4,039 from 4,243
Change-204 (-5%)
Value$4.7M (-$415.7K)
Filed 2026-11-06
Greater Midwest Financial Group, LLC
INCREASED
Shares4,021 from 3,943
Change+78 (+2%)
Value$4.7M (-$75.8K)
Filed 2026-10-13
Arrow Financial Corp
DECREASED
Shares4,015 from 4,406
Change-391 (-9%)
Value$4.6M (-$639.0K)
Filed 2026-10-26
Argus Investors' Counsel, Inc.
INCREASED
Shares4,011 from 3,987
Change+24 (+1%)
Value$4.6M (-$141.1K)
Filed 2026-10-09
Bison Wealth, LLC
INCREASED
Shares4,010 from 3,530
Change+480 (+14%)
Value$4.7M (+$506.2K)
Filed 2026-10-13
United Asset Strategies, Inc.
DECREASED
Shares4,004 from 4,174
Change-170 (-4%)
Value$4.6M (-$373.4K)
Filed 2026-10-28
Ted Buchan & Co
DECREASED
Shares3,999 from 4,243
Change-244 (-6%)
Value$4.6M (-$462.0K)
Filed 2026-10-23
Brick & Kyle, Associates
INCREASED
Shares3,997 from 3,972
Change+25 (+1%)
Value$4.6M (+$972.2K)
Filed 2026-11-05
Souders Financial Advisors
DECREASED
Shares3,928 from 4,235
Change-307 (-7%)
Value$4.5M (-$535.0K)
Filed 2026-11-03
Occidental Asset Management, LLC
INCREASED
Shares3,914 from 2,219
Change+1,695 (+76%)
Value$4.5M (+$1.9M)
Filed 2026-11-05
Parthenon LLC
DECREASED
Shares3,913 from 3,923
Change-10 (0%)
Value$4.5M (-$177.7K)
Filed 2026-10-22
Aries Wealth Management
DECREASED
Shares3,889 from 4,132
Change-243 (-6%)
Value$4.5M (-$456.2K)
Filed 2026-10-23
Cornerstone Planning, LLC
INCREASED
Shares3,875 from 3,861
Change+14 (+0%)
Value$4.6M (-$23.4K)
Filed 2026-10-27
Crystal Rock Capital Management
UNCHANGED
Shares3,865 from 3,865
Change0 (0%)
Value$4.5M (-$163.7K)
Filed 2026-10-28
Opinicus Capital, Inc.
DECREASED
Shares3,862 from 3,999
Change-137 (-3%)
Value$4.5M (-$327.8K)
Filed 2026-10-28
Tealwood Asset Management Inc
DECREASED
Shares3,860 from 4,074
Change-214 (-5%)
Value$4.5K (-$420)
Filed 2026-10-13
Draper Asset Management, LLC
DECREASED
Shares3,859 from 3,892
Change-33 (-1%)
Value$4.5M (-$202.6K)
Filed 2026-10-09
Evermay Wealth Management LLC
INCREASED
Shares3,854 from 3,773
Change+81 (+2%)
Value$4.5M (-$66.1K)
Filed 2026-11-05
Philadelphia Trust Co
DECREASED
Shares3,849 from 3,859
Change-10 (0%)
Value$4.5K (-$4.6M)
Filed 2026-11-05
HT Partners LLC
DECREASED
Shares3,846 from 3,878
Change-32 (-1%)
Value$4.5M (-$201.3K)
Filed 2026-10-20
Manchester Capital Management LLC
DECREASED
Shares3,844 from 3,909
Change-65 (-2%)
Value$4.4M (-$240.5K)
Filed 2026-10-22
XXI Wealth, LLC
INCREASED
Shares3,843 from 3,126
Change+717 (+23%)
Value$4.4M (+$697.2K)
Filed 2026-10-22
Legacy Trust
INCREASED
Shares3,841 from 2,406
Change+1,435 (+60%)
Value$5.4M (+$2.6M)
Filed 2026-11-06
Titan Investment Management LLC
NEW
Shares3,831
Change+3,831
Value$4.4M
Filed 2026-10-22
NBH Bank
DECREASED
Shares3,831 from 3,892
Change-61 (-2%)
Value$4.4M (-$235.4K)
Filed 2026-11-05
Consilium Wealth Advisory, LLC
INCREASED
Shares3,827 from 3,713
Change+114 (+3%)
Value$4.4M (-$25.4K)
Filed 2026-10-14
Connecticut Wealth Management, LLC
DECREASED
Shares3,824 from 3,931
Change-107 (-3%)
Value$4.4M (-$290.9K)
Filed 2026-10-13
Cane Capital Partners, LLC
INCREASED
Shares3,818 from 3,398
Change+420 (+12%)
Value$4.4M (+$342.1K)
Filed 2026-10-23
Marion Wealth Management
INCREASED
Shares3,808 from 3,761
Change+47 (+1%)
Value$4.4M (-$104.7K)
Filed 2026-10-22
Blodgett Wealth Advisors, LLC
INCREASED
Shares3,806 from 3,779
Change+27 (+1%)
Value$4.4M (-$128.8K)
Filed 2026-10-23
Summit Wealth Group LLC / Co
INCREASED
Shares3,803 from 2,222
Change+1,581 (+71%)
Value$4.4M (+$1.7M)
Filed 2026-10-29
Concord Wealth Partners
INCREASED
Shares3,802 from 3,673
Change+129 (+4%)
Value$4.4M (-$5.9K)
Filed 2026-11-02
Mitsubishi UFJ Asset Management (UK) Ltd.
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$4.4K (-$4.6M)
Filed 2026-10-22
Fulcrum Capital LLC
INCREASED
Shares3,797 from 3,758
Change+39 (+1%)
Value$4.4M (-$114.0K)
Filed 2026-10-15
Optas, LLC
DECREASED
Shares3,788 from 3,980
Change-192 (-5%)
Value$4.4M (-$390.7K)
Filed 2026-11-09
Legacy Bridge, LLC
DECREASED
Shares3,754 from 3,978
Change-224 (-6%)
Value$4.3M (-$427.7K)
Filed 2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares3,749 from 3,750
Change-1 (0%)
Value$4.3M (-$160.5K)
Filed 2026-10-15
Asset Dedication, LLC
DECREASED
Shares3,745 from 3,816
Change-71 (-2%)
Value$4.3M (-$243.7K)
Filed 2026-11-03
Verum Partners LLC
INCREASED
Shares3,734 from 3,715
Change+19 (+1%)
Value$4.3M (-$136.2K)
Filed 2026-10-21
Hardy Reed LLC
INCREASED
Shares3,720 from 3,509
Change+211 (+6%)
Value$4.3M (+$95.5K)
Filed 2026-11-06
Great Diamond Partners, LLC
DECREASED
Shares3,719 from 3,752
Change-33 (-1%)
Value$4.3M (-$197.1K)
Filed 2026-10-13
Tritonpoint Wealth, LLC
DECREASED
Shares3,718 from 3,728
Change-10 (0%)
Value$4.3M (-$170.5K)
Filed 2026-10-19
Jeppson Wealth Management, LLC
DECREASED
Shares3,717 from 3,843
Change-126 (-3%)
Value$4.3M (-$308.5K)
Filed 2026-10-20
Juno Financial Group LLC
DECREASED
Shares3,710 from 3,880
Change-170 (-4%)
Value$4.3M (-$361.0K)
Filed 2026-10-27
New England Research & Management, Inc.
INCREASED
Shares3,703 from 3,556
Change+147 (+4%)
Value$4.3M (+$20.1K)
Filed 2026-10-16
James J. Burns & Company, LLC
INCREASED
Shares3,695 from 3,672
Change+23 (+1%)
Value$4.3M (-$128.9K)
Filed 2026-10-22
Huntleigh Advisors, Inc.
INCREASED
Shares3,686 from 2,984
Change+702 (+24%)
Value$4.3M (+$685.3K)
Filed 2026-11-03
Balentine LLC
DECREASED
Shares3,679 from 5,001
Change-1,322 (-26%)
Value$4.3M (-$1.7M)
Filed 2026-11-03
Platform Technology Partners
INCREASED
Shares3,678 from 3,230
Change+448 (+14%)
Value$4.3M (+$382.3K)
Filed 2026-11-02
Columbia Bank
INCREASED
Shares3,674 from 3,594
Change+80 (+2%)
Value$4.3M (-$59.6K)
Filed 2026-10-29
Linscomb Wealth, Inc.
INCREASED
Shares3,668 from 1,056
Change+2,612 (+247%)
Value$4.2M (+$3.0M)
Filed 2026-11-05
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,667 from 3,627
Change+40 (+1%)
Value$4.2M (-$107.2K)
Filed 2026-11-02
Fairvoy Private Wealth, LLC
INCREASED
Shares3,665 from 3,395
Change+270 (+8%)
Value$4.2M (+$168.7K)
Filed 2026-10-19
Retirement Guys Formula LLC
INCREASED
Shares3,651 from 3,529
Change+122 (+3%)
Value$4.2M (-$7.3K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares3,649 from 3,562
Change+87 (+2%)
Value$4.2M (-$50.4K)
Filed 2026-10-02
Sky Investment Group LLC
INCREASED
Shares3,646 from 1,448
Change+2,198 (+152%)
Value$4.2M (+$2.5M)
Filed 2026-10-30
Formuepleje A/S
DECREASED
Shares3,638 from 4,643
Change-1,005 (-22%)
Value$4.2M (-$1.4M)
Filed 2026-10-15
Kingsman Wealth Management, Inc.
INCREASED
Shares3,635 from 2,833
Change+802 (+28%)
Value$4.2M (+$807.4K)
Filed 2026-10-13
MCF Advisors LLC
INCREASED
Shares3,634 from 3,535
Change+99 (+3%)
Value$4.2M (-$35.1K)
Filed 2026-10-28
Clifford Swan Investment Counsel LLC
INCREASED
Shares3,631 from 3,466
Change+165 (+5%)
Value$4.2M (+$44.1K)
Filed 2026-11-05
Prudent Man Advisors, LLC
DECREASED
Shares3,630 from 3,695
Change-65 (-2%)
Value$4.2M (-$231.7K)
Filed 2026-11-03
Rockingstone Advisors LLC
INCREASED
Shares3,617 from 3,612
Change+5 (+0%)
Value$4.2M (-$147.2K)
Filed 2026-10-16
Millennium Capital Advisors, LLC
DECREASED
Shares3,615 from 3,623
Change-8 (0%)
Value$4.2M (-$163.3K)
Filed 2026-10-16
BIP Wealth, LLC
INCREASED
Shares3,614 from 3,598
Change+16 (+0%)
Value$4.2M (-$133.9K)
Filed 2026-10-22
Hilton Head Capital Partners, LLC
DECREASED
Shares3,607 from 4,054
Change-447 (-11%)
Value$4.2M (-$688.9K)
Filed 2026-10-23
LVW Advisors, LLC
DECREASED
Shares3,593 from 3,596
Change-3 (0%)
Value$4.2M (-$155.8K)
Filed 2026-10-19
Vista Investment Partners LLC
DECREASED
Shares3,563 from 3,568
Change-5 (0%)
Value$4.1M (-$156.8K)
Filed 2026-10-08
Victory Financial Group, LLC
INCREASED
Shares3,560 from 3,281
Change+279 (+9%)
Value$4.1M (+$183.7K)
Filed 2026-10-27
TBH Global Asset Management, LLC
INCREASED
Shares3,544 from 3,133
Change+411 (+13%)
Value$4.1M (+$343.3K)
Filed 2026-11-03
Baker Ellis Asset Management LLC
DECREASED
Shares3,532 from 3,547
Change-15 (0%)
Value$4.1M (-$167.6K)
Filed 2026-10-14
Searle & Co.
UNCHANGED
Shares3,530 from 3,530
Change0 (0%)
Value$4.1M (-$149.5K)
Filed 2026-11-04
Peterson Wealth Management
DECREASED
Shares3,525 from 3,798
Change-273 (-7%)
Value$4.1M (-$476.2K)
Filed 2026-11-06
Congress Park Capital LLC
DECREASED
Shares3,524 from 3,607
Change-83 (-2%)
Value$4.1M (-$248.8K)
Filed 2026-10-13
Aegis Wealth Management, Inc.
INCREASED
Shares3,524 from 3,521
Change+3 (+0%)
Value$4.1M (-$145.6K)
Filed 2026-10-26
RKL Wealth Management LLC
INCREASED
Shares3,518 from 2,374
Change+1,144 (+48%)
Value$4.1M (+$1.2M)
Filed 2026-10-16
Trust Point Inc.
INCREASED
Shares3,518 from 2,996
Change+522 (+17%)
Value$4.1M (+$477.1K)
Filed 2026-10-27
Brady Family Wealth, LLC
INCREASED
Shares3,501 from 1,817
Change+1,684 (+93%)
Value$4.1M (+$1.9M)
Filed 2026-11-02
Texas Bank & Trust Co
INCREASED
Shares3,497 from 3,359
Change+138 (+4%)
Value$4.0M (+$17.4K)
Filed 2026-11-04
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares3,480 from 3,470
Change+10 (+0%)
Value$4.0M (-$135.2K)
Filed 2026-10-22
International Private Wealth Advisors LLC
INCREASED
Shares3,478 from 2,450
Change+1,028 (+42%)
Value$4.0M (+$1.1M)
Filed 2026-11-05
Bourne Lent Asset Management Inc
DECREASED
Shares3,459 from 3,887
Change-428 (-11%)
Value$4.0M (-$659.8K)
Filed 2026-11-05
Taylor Financial Group, Inc.
DECREASED
Shares3,443 from 3,485
Change-42 (-1%)
Value$4.0M (-$196.2K)
Filed 2026-11-02
DeDora Capital, Inc.
DECREASED
Shares3,417 from 3,644
Change-227 (-6%)
Value$4.0M (-$417.0K)
Filed 2026-10-26
Concord Asset Management, LLC
INCREASED
Shares3,402 from 3,192
Change+210 (+7%)
Value$3.9M (+$107.6K)
Filed 2026-11-02
Strengthening Families & Communities, LLC
DECREASED
Shares3,402 from 3,421
Change-19 (-1%)
Value$3.9M (-$166.9K)
Filed 2026-10-21
Graphene Investments SAS
INCREASED
Shares3,400 from 3,000
Change+400 (+13%)
Value$3.9M (+$335.8K)
Filed 2026-10-22
Fortis Group Advisors, LLC
DECREASED
Shares3,400 from 3,471
Change-71 (-2%)
Value$4.8M (+$610.8K)
Filed 2026-11-06
Valley Wealth Managers, Inc.
DECREASED
Shares3,393 from 3,395
Change-2 (0%)
Value$3.9M (-$146.1K)
Filed 2026-10-09
High Note Wealth, LLC
INCREASED
Shares3,376 from 3,250
Change+126 (+4%)
Value$3.9M (+$8.2K)
Filed 2026-10-27
Hanson & Doremus Investment Management
DECREASED
Shares3,371 from 3,655
Change-284 (-8%)
Value$3.9K (-$4.4M)
Filed 2026-10-16
WoodTrust Financial Corp
INCREASED
Shares3,371 from 3,321
Change+50 (+2%)
Value$3.9K (-$4.0M)
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares3,370 from 3,038
Change+332 (+11%)
Value$3.9M (+$255.7K)
Filed 2026-10-14
Northcape Wealth Management, LLC
DECREASED
Shares3,368 from 4,618
Change-1,250 (-27%)
Value$3.9M (-$1.6M)
Filed 2026-11-04
Adirondack Trust Co
DECREASED
Shares3,366 from 3,642
Change-276 (-8%)
Value$3.9M (-$473.6K)
Filed 2026-10-14
Hurlow Wealth Management Group, Inc.
DECREASED
Shares3,365 from 3,375
Change-10 (0%)
Value$3.9M (-$154.4K)
Filed 2026-10-29
Compton Wealth Advisory Group, LLC
INCREASED
Shares3,363 from 3,339
Change+24 (+1%)
Value$3.9M (-$112.2K)
Filed 2026-10-13
Childress Capital Advisors, LLC
INCREASED
Shares3,359 from 3,245
Change+114 (+4%)
Value$3.9M (-$5.5K)
Filed 2026-10-28
Aspen Investment Management Inc
INCREASED
Shares3,350 from 3,349
Change+1 (+0%)
Value$3.9K (-$141)
Filed 2026-11-05
Boston Trust Walden Corp
INCREASED
Shares3,328 from 3,295
Change+33 (+1%)
Value$3.9M (-$101.4K)
Filed 2026-10-30
Nvwm, LLC
INCREASED
Shares3,328 from 3,314
Change+14 (+0%)
Value$3.9M (-$123.0K)
Filed 2026-10-14
ICW Investment Advisors LLC
DECREASED
Shares3,325 from 3,354
Change-29 (-1%)
Value$3.8M (-$174.8K)
Filed 2026-10-27
Chapman Investment Management, LLC
NEW
Shares3,317
Change+3,317
Value$3.8M
Filed 2026-11-03
Symmetry Partners, LLC
DECREASED
Shares3,315 from 3,325
Change-10 (0%)
Value$3.8M (-$152.1K)
Filed 2026-10-27
TSG Advice Partners, LLC
NEW
Shares3,310
Change+3,310
Value$4.0M
Filed 2026-10-29
Guardian Partners Inc.
DECREASED
Shares3,295 from 3,532
Change-237 (-7%)
Value$3.8M (-$423.8K)
Filed 2026-10-21
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares3,274 from 2,047
Change+1,227 (+60%)
Value$3.8K (-$2.5M)
Filed 2026-11-05
Bfsg, LLC
DECREASED
Shares3,274 from 3,326
Change-52 (-2%)
Value$3.8M (-$201.0K)
Filed 2026-10-30
RF&L Wealth Management, LLC
INCREASED
Shares3,270 from 3,269
Change+1 (+0%)
Value$3.8M (-$137.3K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
DECREASED
Shares3,266 from 3,283
Change-17 (-1%)
Value$3.8M (-$159.4K)
Filed 2026-10-20
Catalyst Capital Advisors LLC
INCREASED
Shares3,265 from 610
Change+2,655 (+435%)
Value$3.8M (+$3.0M)
Filed 2026-11-02
Wallington Asset Management, LLC
DECREASED
Shares3,258 from 3,376
Change-118 (-3%)
Value$3.8M (-$279.5K)
Filed 2026-11-04
Barr E S & Co
INCREASED
Shares3,258 from 3,236
Change+22 (+1%)
Value$3.8M (-$111.6K)
Filed 2026-11-06
Austin Asset Management Co Inc
INCREASED
Shares3,253 from 3,150
Change+103 (+3%)
Value$3.8M (-$14.1K)
Filed 2026-10-29
Etesian Wealth Advisors, Inc.
DECREASED
Shares3,242 from 3,360
Change-118 (-4%)
Value$3.8M (-$278.8K)
Filed 2026-10-27
Violich Capital Management, Inc.
INCREASED
Shares3,241 from 1,291
Change+1,950 (+151%)
Value$3.8M (+$2.2M)
Filed 2026-10-05
Whitener Capital Management, Inc.
INCREASED
Shares3,235 from 2,960
Change+275 (+9%)
Value$3.7M (+$192.8K)
Filed 2026-10-15
Guardian Asset Advisors, LLC
INCREASED
Shares3,232 from 3,207
Change+25 (+1%)
Value$3.7M (-$105.9K)
Filed 2026-10-16
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares3,218 from 3,346
Change-128 (-4%)
Value$3.7M (-$289.8K)
Filed 2026-10-26
Optimist Retirement Group LLC
INCREASED
Shares3,217 from 3,163
Change+54 (+2%)
Value$3.7M (-$71.4K)
Filed 2026-10-30
Altman Advisors, Inc.
DECREASED
Shares3,210 from 3,236
Change-26 (-1%)
Value$3.7M (-$167.1K)
Filed 2026-11-05
Q3 Asset Management
NEW
Shares3,204
Change+3,204
Value$3.7K
Filed 2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares3,204 from 3,407
Change-203 (-6%)
Value$3.7M (-$378.9K)
Filed 2026-11-04
1834 Investment Advisors Co
INCREASED
Shares3,201 from 3,175
Change+26 (+1%)
Value$3.7M (-$104.4K)
Filed 2026-10-16
St. Louis Financial Planners Asset Management, LLC
NEW
Shares3,197
Change+3,197
Value$3.6M
Filed 2026-10-16
Stablepoint Partners, LLC
DECREASED
Shares3,197 from 3,240
Change-43 (-1%)
Value$3.7M (-$186.9K)
Filed 2026-11-03
Stone Summit Wealth LLC
DECREASED
Shares3,190 from 3,470
Change-280 (-8%)
Value$3.7M (-$470.9K)
Filed 2026-10-14
Certified Advisory Corp
DECREASED
Shares3,190 from 3,249
Change-59 (-2%)
Value$3.7M (-$205.8K)
Filed 2026-10-29
GFG Capital, LLC
INCREASED
Shares3,174 from 724
Change+2,450 (+338%)
Value$3.7M (+$2.8M)
Filed 2026-10-16
MW Advisory, LLC
INCREASED
Shares3,157 from 2,491
Change+666 (+27%)
Value$3.7M (+$665.4K)
Filed 2026-10-19
Lighthouse Financial Services Inc
INCREASED
Shares3,156 from 3,155
Change+1 (+0%)
Value$3.7M (-$108.1K)
Filed 2026-11-02
MFG Wealth Management, Inc.
INCREASED
Shares3,143 from 3,013
Change+130 (+4%)
Value$3.6M (+$22.4K)
Filed 2026-10-09
Aviance Capital Partners, LLC
DECREASED
Shares3,141 from 3,181
Change-40 (-1%)
Value$3.6M (-$181.3K)
Filed 2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED
Shares3,108 from 3,409
Change-301 (-9%)
Value$3.6M (-$493.5K)
Filed 2026-10-20
Hudson Canyon Capital Management
DECREASED
Shares3,098 from 3,316
Change-218 (-7%)
Value$3.6M (-$392.7K)
Filed 2026-11-04
CGN Advisors LLC
DECREASED
Shares3,097 from 3,311
Change-214 (-6%)
Value$3.6M (-$388.0K)
Filed 2026-10-21
Blue Line Capital, LLC / IL
INCREASED
Shares3,097 from 2,956
Change+141 (+5%)
Value$3.6M (+$38.1K)
Filed 2026-11-04
Curbstone Financial Management Corp
DECREASED
Shares3,092 from 3,202
Change-110 (-3%)
Value$3.6M (-$262.9K)
Filed 2026-10-21
Regent Peak Wealth Advisors LLC
INCREASED
Shares3,084 from 2,995
Change+89 (+3%)
Value$3.6M (-$23.8K)
Filed 2026-10-13
Fortitude Family Office, LLC
INCREASED
Shares3,074 from 3,046
Change+28 (+1%)
Value$3.6M (-$96.6K)
Filed 2026-10-14
Wealth Architects, LLC
INCREASED
Shares3,073 from 3,001
Change+72 (+2%)
Value$3.6M (-$44.4K)
Filed 2026-11-03
Oslo Pensjonsforsikring AS
INCREASED
Shares3,073 from 3,025
Change+48 (+2%)
Value$3.6M (-$72.6K)
Filed 2026-10-15
Kuhn & Co Investment Counsel
DECREASED
Shares3,068 from 3,238
Change-170 (-5%)
Value$3.5M (-$333.8K)
Filed 2026-10-29
Hudock, Inc.
INCREASED
Shares3,062 from 3,005
Change+57 (+2%)
Value$3.5M (-$61.8K)
Filed 2026-10-14
Tobam
DECREASED
Shares3,052 from 4,850
Change-1,798 (-37%)
Value$3.5K (-$5.8M)
Filed 2026-11-03
Marino, Stram & Associates LLC
DECREASED
Shares3,051 from 3,091
Change-40 (-1%)
Value$3.5M (-$176.9K)
Filed 2026-10-22
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,049 from 3,027
Change+22 (+1%)
Value$3.5M (-$102.7K)
Filed 2026-10-22
Accredited Investors Inc.
DECREASED
Shares3,037 from 3,151
Change-114 (-4%)
Value$3.5M (-$265.3K)
Filed 2026-11-03
CMG Global Holdings, LLC
INCREASED
Shares3,037 from 3,035
Change+2 (+0%)
Value$3.5M (-$126.0K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
DECREASED
Shares3,033 from 3,308
Change-275 (-8%)
Value$3.5M (-$458.3K)
Filed 2026-10-16
Drive Wealth Management, LLC
DECREASED
Shares3,029 from 3,080
Change-51 (-2%)
Value$3.5M (-$189.8K)
Filed 2026-11-09
Inscription Capital, LLC
DECREASED
Shares3,023 from 4,139
Change-1,116 (-27%)
Value$3.5M (-$1.5M)
Filed 2026-11-02
Massachusetts Wealth Management
INCREASED
Shares3,020 from 3,000
Change+20 (+1%)
Value$3.5M (-$103.9K)
Filed 2026-10-21
Spirit of America Management Corp
UNCHANGED
Shares3,015 from 3,015
Change0 (0%)
Value$3.5M (-$127.7K)
Filed 2026-10-14
Sunbeam Capital Management, LLC
DECREASED
Shares3,010 from 3,175
Change-165 (-5%)
Value$3.5M (-$325.5K)
Filed 2026-11-05
Bullock Wealth Management Group
INCREASED
Shares2,983 from 2,962
Change+21 (+1%)
Value$3.4M (-$100.0K)
Filed 2026-10-09
Blue Capital, Inc.
DECREASED
Shares2,980 from 3,107
Change-127 (-4%)
Value$3.4M (-$278.2K)
Filed 2026-10-13
Whalen Wealth Management Inc.
INCREASED
Shares2,975 from 2,567
Change+408 (+16%)
Value$3.4M (+$362.8K)
Filed 2026-10-08
Pathway Financial Advisers, LLC
INCREASED
Shares2,972 from 2,892
Change+80 (+3%)
Value$3.4M (-$28.8K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares2,968 from 2,847
Change+121 (+4%)
Value$3.4M (+$19.4K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares2,968 from 2,874
Change+94 (+3%)
Value$3.4M (-$12.6K)
Filed 2026-10-14
Beacon Bank & Trust
INCREASED
Shares2,956 from 2,885
Change+71 (+2%)
Value$3.4M (-$40.0K)
Filed 2026-10-27
Value Partners Investments Inc.
DECREASED
Shares2,949 from 2,976
Change-27 (-1%)
Value$3.4M (-$141.4K)
Filed 2026-10-19
JSF Financial, LLC
INCREASED
Shares2,948 from 2,239
Change+709 (+32%)
Value$3.4M (+$725.5K)
Filed 2026-10-22
FCG Investment Co
INCREASED
Shares2,944 from 2,688
Change+256 (+10%)
Value$3.4M (+$182.4K)
Filed 2026-10-13
Woodard & Co Asset Management Group Inc
DECREASED
Shares2,944 from 3,052
Change-108 (-4%)
Value$3.4M (-$254.2K)
Filed 2026-11-03
Crown Wealth Group, LLC
DECREASED
Shares2,939 from 3,191
Change-252 (-8%)
Value$3.4M (-$426.7K)
Filed 2026-10-19
Matrix Trust Co
INCREASED
Shares2,931 from 2,656
Change+275 (+10%)
Value$3.4K (+$205)
Filed 2026-10-07
AlTi Global, Inc.
DECREASED
Shares2,924 from 5,208
Change-2,284 (-44%)
Value$3.4M (-$2.9M)
Filed 2026-11-09
Parcion Private Wealth LLC
INCREASED
Shares2,922 from 2,856
Change+66 (+2%)
Value$3.4M (-$44.6K)
Filed 2026-10-28
Lyell Wealth Management, LP
INCREASED
Shares2,914 from 2,847
Change+67 (+2%)
Value$3.4M (-$43.0K)
Filed 2026-10-30
Certuity, LLC
INCREASED
Shares2,903 from 2,505
Change+398 (+16%)
Value$3.4M (+$361.3K)
Filed 2026-11-02
Mirabaud & Cie SA
DECREASED
Shares2,886 from 2,951
Change-65 (-2%)
Value$3.3M (-$200.2K)
Filed 2026-10-27
Cornerstone Advisory, LLC
INCREASED
Shares2,881 from 2,851
Change+30 (+1%)
Value$3.3M (-$86.9K)
Filed 2026-11-06
KPP Advisory Services LLC
DECREASED
Shares2,869 from 2,871
Change-2 (0%)
Value$3.3M (-$123.7K)
Filed 2026-10-26
Personal CFO Solutions, LLC
DECREASED
Shares2,853 from 4,041
Change-1,188 (-29%)
Value$3.3M (-$1.5M)
Filed 2026-11-06
Patten Group, Inc.
INCREASED
Shares2,851 from 2,822
Change+29 (+1%)
Value$3.3M (-$85.7K)
Filed 2026-10-26
Veracity Capital LLC
INCREASED
Shares2,850 from 1,872
Change+978 (+52%)
Value$3.3M (+$1.1M)
Filed 2026-10-08
Kennedy Investment Group, Inc.
INCREASED
Shares2,841 from 2,744
Change+97 (+4%)
Value$3.3M (-$4.4K)
Filed 2026-10-21
Focused Wealth Management, Inc
INCREASED
Shares2,835 from 2,178
Change+657 (+30%)
Value$3.3M (+$668.4K)
Filed 2026-10-30
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$3.3M (-$120.1K)
Filed 2026-11-02
Douglas Lane & Associates, LLC
DECREASED
Shares2,829 from 2,861
Change-32 (-1%)
Value$3.3M (-$158.2K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
INCREASED
Shares2,820 from 2,607
Change+213 (+8%)
Value$3.3M (+$136.4K)
Filed 2026-11-03
Accuvest Global Advisors
DECREASED
Shares2,803 from 2,984
Change-181 (-6%)
Value$3.2M (-$338.0K)
Filed 2026-11-04
Corundum Group, Inc.
INCREASED
Shares2,801 from 1,681
Change+1,120 (+67%)
Value$3.2M (+$1.2M)
Filed 2026-10-28
Rational Advisors, Inc.
DECREASED
Shares2,799 from 3,236
Change-437 (-13%)
Value$3.2M (-$642.7K)
Filed 2026-11-02
Anchyra Partners LLC
INCREASED
Shares2,798 from 2,462
Change+336 (+14%)
Value$3.2M (+$284.5K)
Filed 2026-10-13
Gables Capital Management Inc.
DECREASED
Shares2,790 from 2,805
Change-15 (-1%)
Value$3.2M (-$136.1K)
Filed 2026-11-04
Essex LLC
DECREASED
Shares2,785 from 2,814
Change-29 (-1%)
Value$3.2M (-$152.5K)
Filed 2026-10-14
SP Asset Management LLC
DECREASED
Shares2,778 from 2,785
Change-7 (0%)
Value$3.2M (-$125.9K)
Filed 2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW
Shares2,772
Change+2,772
Value$3.2M
Filed 2026-10-15
Archford Capital Strategies, LLC
INCREASED
Shares2,768 from 2,586
Change+182 (+7%)
Value$3.2M (+$101.1K)
Filed 2026-10-19
Carrera Capital Advisors
INCREASED
Shares2,764 from 1,007
Change+1,757 (+174%)
Value$3.2M (+$2.0M)
Filed 2026-11-03
Hobart Private Capital, LLC
INCREASED
Shares2,762 from 2,719
Change+43 (+2%)
Value$3.2M (-$65.4K)
Filed 2026-10-19
FNY Investment Advisers, LLC
INCREASED
Shares2,760 from 1,393
Change+1,367 (+98%)
Value$3.2K (+$1.5K)
Filed 2026-10-16
Quadrant Private Wealth Management, LLC
NEW
Shares2,752
Change+2,752
Value$3.2M
Filed 2026-11-04
Abacus Planning Group, Inc.
INCREASED
Shares2,752 from 2,527
Change+225 (+9%)
Value$3.2M (+$153.3K)
Filed 2026-11-02
Contravisory Investment Management, Inc.
DECREASED
Shares2,739 from 2,955
Change-216 (-7%)
Value$3.2M (-$375.1K)
Filed 2026-10-13
Howland Capital Management LLC
DECREASED
Shares2,735 from 3,121
Change-386 (-12%)
Value$3.2M (-$578.9K)
Filed 2026-10-22
Ifrah Financial Services, Inc.
INCREASED
Shares2,735 from 2,709
Change+26 (+1%)
Value$3.2M (-$83.6K)
Filed 2026-10-13
Eagle Rock Investment Company, LLC
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$3.2M (-$115.4K)
Filed 2026-10-21
Kessler Investment Group, LLC
DECREASED
Shares2,724 from 2,923
Change-199 (-7%)
Value$3.2M (-$354.0K)
Filed 2026-10-08
Lewis Asset Management, LLC
INCREASED
Shares2,724 from 2,670
Change+54 (+2%)
Value$3.2M (-$49.8K)
Filed 2026-10-14
Swiss RE LTD
INCREASED
Shares2,719 from 1,655
Change+1,064 (+64%)
Value$3.1M (+$1.2M)
Filed 2026-11-06
Bennett Selby Investments LP
INCREASED
Shares2,718 from 2,455
Change+263 (+11%)
Value$3.1M (+$200.3K)
Filed 2026-10-19
Clear Investment Research, LLC
UNCHANGED
Shares2,718 from 2,718
Change0 (0%)
Value$3.1M (-$114.7K)
Filed 2026-11-06
Milestone Asset Management, LLC
DECREASED
Shares2,713 from 6,415
Change-3,702 (-58%)
Value$3.1M (-$4.6M)
Filed 2026-10-15
Abel Hall, LLC
INCREASED
Shares2,713 from 2,675
Change+38 (+1%)
Value$3.1M (-$69.3K)
Filed 2026-10-19
Northbridge Financial Group, LLC
INCREASED
Shares2,711 from 2,655
Change+56 (+2%)
Value$3.1M (-$46.1K)
Filed 2026-11-05
Cottage Street Advisors LLC
INCREASED
Shares2,707 from 2,635
Change+72 (+3%)
Value$3.1M (-$24.1K)
Filed 2026-10-19
Vann Equity Management LLC
UNCHANGED
Shares2,707 from 2,707
Change0 (0%)
Value$3.1M (-$113.9K)
Filed 2026-10-08
DCF Advisers, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$3.1M (-$114.3K)
Filed 2026-11-04
Mechanics Financial Corp
INCREASED
Shares2,695 from 2,674
Change+21 (+1%)
Value$3.1M (-$88.9K)
Filed 2026-11-05
PFW Advisors LLC
DECREASED
Shares2,692 from 2,695
Change-3 (0%)
Value$3.1M (-$117.6K)
Filed 2026-10-07
Breakwater Capital Group
DECREASED
Shares2,683 from 2,741
Change-58 (-2%)
Value$3.1M (-$183.2K)
Filed 2026-10-09
AmeriServ Wealth Advisors
DECREASED
Shares2,675 from 2,762
Change-87 (-3%)
Value$3.1M (-$217.6K)
Filed 2026-10-21
Greatmark Investment Partners, Inc.
UNCHANGED
Shares2,673 from 2,673
Change0 (0%)
Value$3.1M (-$113.2K)
Filed 2026-10-28
Legacy Financial Independent Advisors LLC
DECREASED
Shares2,672 from 3,251
Change-579 (-18%)
Value$3.1M (-$807.6K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares2,666 from 2,556
Change+110 (+4%)
Value$3.2M (+$156.9K)
Filed 2026-10-15
Van Cleef Asset Management,Inc
DECREASED
Shares2,662 from 2,762
Change-100 (-4%)
Value$3.1M (-$232.6K)
Filed 2026-10-20
InTrack Investment Management Inc
DECREASED
Shares2,658 from 3,505
Change-847 (-24%)
Value$3.1M (-$1.1M)
Filed 2026-10-15
Compass Financial Management LLC
INCREASED
Shares2,657 from 2,030
Change+627 (+31%)
Value$3.1M (+$761.8K)
Filed 2026-10-30
Terra Nova Asset Management LLC
INCREASED
Shares2,655 from 2,577
Change+78 (+3%)
Value$3.1M (-$18.0K)
Filed 2026-10-13
Thomas Story & SON LLC
UNCHANGED
Shares2,655 from 2,655
Change0 (0%)
Value$3.1M (-$112.4K)
Filed 2026-10-13
Sippican Capital Advisors
DECREASED
Shares2,654 from 2,769
Change-115 (-4%)
Value$3.1M (-$250.3K)
Filed 2026-10-23
Activest Wealth Management
INCREASED
Shares2,647 from 2,573
Change+74 (+3%)
Value$3.1M (-$22.8K)
Filed 2026-10-15
Probity Advisors, Inc.
DECREASED
Shares2,638 from 2,714
Change-76 (-3%)
Value$3.1M (-$202.9K)
Filed 2026-10-23
Deseret Mutual Benefit Administrators
DECREASED
Shares2,638 from 2,639
Change-1 (0%)
Value$3.1M (-$112.9K)
Filed 2026-11-04
Brian LOW Financial Group, LLC
INCREASED
Shares2,625 from 2,574
Change+51 (+2%)
Value$3.0M (-$50.0K)
Filed 2026-10-28
S.A. Mason LLC
INCREASED
Shares2,623 from 2,467
Change+156 (+6%)
Value$3.0M (+$76.0K)
Filed 2026-10-13
180 Wealth Advisors, LLC
INCREASED
Shares2,618 from 2,524
Change+94 (+4%)
Value$3.0M (+$1.9K)
Filed 2026-11-03
United Bank
DECREASED
Shares2,615 from 2,644
Change-29 (-1%)
Value$3.0M (-$145.5K)
Filed 2026-11-06
Peak Financial Advisors LLC
DECREASED
Shares2,612 from 3,242
Change-630 (-19%)
Value$3.0M (-$866.3K)
Filed 2026-10-28
Cairn Investment Group, Inc.
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$3.0K (-$3.1M)
Filed 2026-11-04
Wellington Shields & Co., LLC
DECREASED
Shares2,600 from 12,972
Change-10,372 (-80%)
Value$3.0M (-$12.6M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
DECREASED
Shares2,600 from 9,793
Change-7,193 (-73%)
Value$3.0M (-$8.7M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$3.0M (-$110.1K)
Filed 2026-11-03
Barlow Wealth Partners, LLC
INCREASED
Shares2,599 from 1,448
Change+1,151 (+79%)
Value$3.0M (+$1.2M)
Filed 2026-10-15
Winthrop Advisory Group LLC
INCREASED
Shares2,596 from 1,928
Change+668 (+35%)
Value$3.0M (+$691.4K)
Filed 2026-10-22
Penn Davis Mcfarland Inc
DECREASED
Shares2,595 from 2,695
Change-100 (-4%)
Value$3.0M (-$229.8K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,592 from 2,569
Change+23 (+1%)
Value$3.0K (-$2.3M)
Filed 2026-11-04
Monument Capital Management
INCREASED
Shares2,591 from 2,528
Change+63 (+2%)
Value$3.0M (-$34.2K)
Filed 2026-10-09
City State Bank
DECREASED
Shares2,590 from 2,696
Change-106 (-4%)
Value$3.0M (-$236.8K)
Filed 2026-10-20
Net Worth Advisory Group
DECREASED
Shares2,568 from 2,715
Change-147 (-5%)
Value$3.0M (-$303.7K)
Filed 2026-10-20
California First Leasing Corp
NEW
Shares2,565
Change+2,565
Value$3.0M
Filed 2026-11-09
GLR Partners, LLC
DECREASED
Shares2,564 from 2,605
Change-41 (-2%)
Value$3.0M (-$157.8K)
Filed 2026-11-04
LFG Wealth Partners, LLC
DECREASED
Shares2,558 from 2,647
Change-89 (-3%)
Value$3.0M (-$215.7K)
Filed 2026-10-28
Lineweaver Wealth Advisors, LLC
DECREASED
Shares2,558 from 2,569
Change-11 (0%)
Value$3.0M (-$121.4K)
Filed 2026-10-13
Mattern Wealth Management LLC
INCREASED
Shares2,549 from 2,534
Change+15 (+1%)
Value$2.9M (-$90.0K)
Filed 2026-11-04
CFC Planning Co LLC
INCREASED
Shares2,547 from 1,659
Change+888 (+54%)
Value$2.9M (+$958.2K)
Filed 2026-10-28
Clean Yield Group
DECREASED
Shares2,531 from 3,179
Change-648 (-20%)
Value$2.9M (-$884.4K)
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
INCREASED
Shares2,530 from 2,444
Change+86 (+4%)
Value$2.9M (-$3.7K)
Filed 2026-10-27
Haven Capital Group, Inc.
INCREASED
Shares2,528 from 248
Change+2,280 (+919%)
Value$2.9M (+$2.6M)
Filed 2026-10-13
Avaii Wealth Management, LLC
INCREASED
Shares2,522 from 1,665
Change+857 (+51%)
Value$2.9M (+$885.3K)
Filed 2026-10-09
Autumn Glory Partners, LLC
INCREASED
Shares2,521 from 2,428
Change+93 (+4%)
Value$2.9M (+$4.8K)
Filed 2026-10-26
William B. Walkup & Associates, Inc.
INCREASED
Shares2,517 from 2,298
Change+219 (+10%)
Value$2.9M (+$155.8K)
Filed 2026-11-05
Wright Investors Service Inc
DECREASED
Shares2,516 from 2,517
Change-1 (0%)
Value$2.9M (-$107.8K)
Filed 2026-11-02
Bangor Savings Bank
DECREASED
Shares2,514 from 2,515
Change-1 (0%)
Value$2.9M (-$107.7K)
Filed 2026-10-06
New Wave Wealth Advisors LLC
INCREASED
Shares2,511 from 2,427
Change+84 (+3%)
Value$2.9M (+$18.1K)
Filed 2026-10-19
Income Insurance Ltd
UNCHANGED
Shares2,507 from 2,507
Change0 (0%)
Value$2.9M (-$106.2K)
Filed 2026-10-21
Perryman Financial Advisory Inc
INCREASED
Shares2,501 from 2,398
Change+103 (+4%)
Value$2.9M (+$17.3K)
Filed 2026-10-16
Marathon Capital Management
DECREASED
Shares2,491 from 2,492
Change-1 (0%)
Value$2.9M (-$106.7K)
Filed 2026-10-23
MBL Wealth, LLC
INCREASED
Shares2,485 from 2,439
Change+46 (+2%)
Value$2.9M (-$50.1K)
Filed 2026-10-22
Braeburn Wealth Management LLC
INCREASED
Shares2,479 from 1,925
Change+554 (+29%)
Value$2.9M (+$559.6K)
Filed 2026-10-15
Traveka Wealth, LLC
INCREASED
Shares2,478 from 2,362
Change+116 (+5%)
Value$2.9M (+$34.2K)
Filed 2026-10-19
Wilkins Investment Counsel Inc
DECREASED
Shares2,474 from 2,484
Change-10 (0%)
Value$2.9M (-$116.8K)
Filed 2026-11-03
Klingman & Associates, LLC
INCREASED
Shares2,471 from 2,410
Change+61 (+3%)
Value$2.9M (-$31.5K)
Filed 2026-10-20
Earned Wealth Advisors, LLC
INCREASED
Shares2,465 from 2,314
Change+151 (+7%)
Value$2.9M (+$77.1K)
Filed 2026-11-06
LexAurum Advisors, LLC
INCREASED
Shares2,464 from 2,463
Change+1 (+0%)
Value$2.9M (-$103.6K)
Filed 2026-10-19
Del-Sette Capital Management, LLC
NEW
Shares2,457
Change+2,457
Value$2.8M
Filed 2026-10-23
Wolff Wiese Magana LLC
DECREASED
Shares2,447 from 2,520
Change-73 (-3%)
Value$2.8M (-$191.1K)
Filed 2026-10-15
Kestra Investment Management, LLC
INCREASED
Shares2,445 from 2,418
Change+27 (+1%)
Value$2.8M (-$70.5K)
Filed 2026-11-04
TrustBank
DECREASED
Shares2,444 from 2,453
Change-9 (0%)
Value$2.8M (-$114.3K)
Filed 2026-10-20
SmartHarvest Portfolios, LLC
DECREASED
Shares2,440 from 2,966
Change-526 (-18%)
Value$2.8M (-$734.2K)
Filed 2026-10-26
Hendershot Investments Inc.
DECREASED
Shares2,438 from 2,453
Change-15 (-1%)
Value$2.8M (-$121.3K)
Filed 2026-11-05
Human Investing LLC
INCREASED
Shares2,409 from 2,265
Change+144 (+6%)
Value$2.8M (+$70.7K)
Filed 2026-10-19
Meadowbrook Wealth Management, LLC
DECREASED
Shares2,407 from 3,268
Change-861 (-26%)
Value$2.8M (-$1.1M)
Filed 2026-10-08
Cromwell Holdings LLC
DECREASED
Shares2,405 from 2,613
Change-208 (-8%)
Value$2.8M (-$351.3K)
Filed 2026-10-28
Robeco Schweiz AG
INCREASED
Shares2,398 from 1,627
Change+771 (+47%)
Value$2.8M (+$823.2K)
Filed 2026-10-23
Fischer Financial Services, Inc.
INCREASED
Shares2,394 from 2,353
Change+41 (+2%)
Value$2.8M (-$52.3K)
Filed 2026-10-30
Gold Investment Management Ltd.
UNCHANGED
Shares2,391 from 2,391
Change0 (0%)
Value$2.8M (-$101.3K)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
INCREASED
Shares2,388 from 1,636
Change+752 (+46%)
Value$2.8M (+$801.2K)
Filed 2026-10-05
Townsend Asset Management Corp
INCREASED
Shares2,388 from 2,267
Change+121 (+5%)
Value$2.8M (+$44.0K)
Filed 2026-10-29
Olistico Wealth, LLC
UNCHANGED
Shares2,388 from 2,388
Change0 (0%)
Value$2.8M (-$101.1K)
Filed 2026-10-05
Summit Investment Advisors, Inc.\KS
DECREASED
Shares2,387 from 2,403
Change-16 (-1%)
Value$2.8M (-$119.8K)
Filed 2026-11-05
Cypress Wealth Services, LLC
DECREASED
Shares2,377 from 2,396
Change-19 (-1%)
Value$2.8M (-$122.0K)
Filed 2026-10-21
Tempus Wealth Planning, LLC
INCREASED
Shares2,372 from 2,351
Change+21 (+1%)
Value$2.7M (-$75.2K)
Filed 2026-10-14
Sculati Wealth Management, LLC
UNCHANGED
Shares2,372 from 2,372
Change0 (0%)
Value$2.8M (+$8.3K)
Filed 2026-10-19
Westhampton Capital, LLC
UNCHANGED
Shares2,367 from 2,367
Change0 (0%)
Value$2.7M (-$100.2K)
Filed 2026-10-30
High Net Worth Advisory Group LLC
INCREASED
Shares2,357 from 2,256
Change+101 (+4%)
Value$2.7M (+$21.2K)
Filed 2026-10-26
GoalVest Advisory LLC
INCREASED
Shares2,355 from 2,177
Change+178 (+8%)
Value$2.7M (+$113.8K)
Filed 2026-10-02
Curated Wealth Partners LLC
INCREASED
Shares2,348 from 1,095
Change+1,253 (+114%)
Value$2.7M (+$1.4M)
Filed 2026-10-15
Grand Central Investment Group
INCREASED
Shares2,346 from 1,813
Change+533 (+29%)
Value$2.7M (+$539.9K)
Filed 2026-11-02
Tenon Financial LLC
INCREASED
Shares2,344 from 2,330
Change+14 (+1%)
Value$2.7M (-$82.5K)
Filed 2026-10-14
Darden Wealth Group Inc
INCREASED
Shares2,337 from 1,932
Change+405 (+21%)
Value$2.7M (+$388.0K)
Filed 2026-11-06
Mccarter Private Wealth Services LLC
INCREASED
Shares2,336 from 2,255
Change+81 (+4%)
Value$2.7M (-$1.8K)
Filed 2026-10-22
Saxony Capital Management, LLC
INCREASED
Shares2,336 from 2,303
Change+33 (+1%)
Value$2.7M (-$59.2K)
Filed 2026-10-15
MV Capital Management, Inc.
DECREASED
Shares2,334 from 2,477
Change-143 (-6%)
Value$2.7M (-$270.4K)
Filed 2026-10-29
Kagan Cocozza Asset Management
DECREASED
Shares2,333 from 2,385
Change-52 (-2%)
Value$2.7M (-$161.0K)
Filed 2026-10-19
Forza Wealth Management, LLC
INCREASED
Shares2,331 from 2,323
Change+8 (+0%)
Value$2.7M (-$89.1K)
Filed 2026-10-20
Compass Ion Advisors, LLC
INCREASED
Shares2,328 from 2,130
Change+198 (+9%)
Value$2.7M (+$138.4K)
Filed 2026-10-23
Retirement Planning Co of New England, Inc.
DECREASED
Shares2,320 from 2,403
Change-83 (-3%)
Value$2.7M (-$198.6K)
Filed 2026-10-15
Sterling Investment Counsel, LLC
DECREASED
Shares2,320 from 2,327
Change-7 (0%)
Value$2.7M (-$106.6K)
Filed 2026-10-19
Telos Capital Management, Inc.
INCREASED
Shares2,311 from 2,302
Change+9 (+0%)
Value$2.7M (-$87.1K)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares2,309 from 2,309
Change0 (0%)
Value$2.7M (-$97.4K)
Filed 2026-10-09
Liberty Capital Management, Inc.
UNCHANGED
Shares2,308 from 2,308
Change0 (0%)
Value$2.7M (-$97.7K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares2,302
Change+2,302
Value$2.7M
Filed 2026-10-21
Cross Staff Investments Inc
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$2.7M (-$97.3K)
Filed 2026-10-22
Interchange Capital Partners, LLC
INCREASED
Shares2,294 from 2,290
Change+4 (+0%)
Value$2.7M (-$88.2K)
Filed 2026-10-28
Client First Investment Management LLC
INCREASED
Shares2,289 from 2,286
Change+3 (+0%)
Value$2.6M (-$93.1K)
Filed 2026-10-09
Mystic Asset Management, Inc.
INCREASED
Shares2,287 from 2,274
Change+13 (+1%)
Value$2.6M (-$81.0K)
Filed 2026-10-15
DDD Partners, LLC
INCREASED
Shares2,278 from 681
Change+1,597 (+235%)
Value$2.6M (+$1.8M)
Filed 2026-11-02
Mainstream Capital Management LLC
INCREASED
Shares2,278 from 2,250
Change+28 (+1%)
Value$2.6M (-$62.9K)
Filed 2026-10-23
Bell Bank
INCREASED
Shares2,275 from 2,255
Change+20 (+1%)
Value$2.6M (-$72.4K)
Filed 2026-10-21
Canton Hathaway, LLC
INCREASED
Shares2,273 from 873
Change+1,400 (+160%)
Value$2.6M (+$1.6M)
Filed 2026-10-23
Bell Asset Management Ltd
DECREASED
Shares2,269 from 3,361
Change-1,092 (-32%)
Value$2.6M (-$1.4M)
Filed 2026-10-08
West Paces Advisors Inc.
DECREASED
Shares2,269 from 2,426
Change-157 (-6%)
Value$2.6M (-$284.4K)
Filed 2026-10-13
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares2,266 from 2,644
Change-378 (-14%)
Value$2.6M (-$549.4K)
Filed 2026-10-20
Intrua Financial, LLC
INCREASED
Shares2,257 from 2,244
Change+13 (+1%)
Value$2.6M (-$79.6K)
Filed 2026-10-28
ARS Wealth Advisors Group, LLC
DECREASED
Shares2,255 from 2,261
Change-6 (0%)
Value$2.6M (-$102.7K)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$2.6M (-$99.1K)
Filed 2026-11-02
Quantum Financial Planning Services, Inc.
INCREASED
Shares2,237 from 2,187
Change+50 (+2%)
Value$2.6M (-$34.8K)
Filed 2026-10-14
Ti-Trust, Inc
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$2.6M (-$94.4K)
Filed 2026-10-21
Heritage Investment Group, Inc.
DECREASED
Shares2,229 from 2,239
Change-10 (0%)
Value$2.6M (-$106.3K)
Filed 2026-11-03
Scott & Selber, Inc.
INCREASED
Shares2,225 from 2,224
Change+1 (+0%)
Value$2.6M (-$93.0K)
Filed 2026-10-21
Oarsman Capital, Inc.
INCREASED
Shares2,223 from 2,212
Change+11 (+1%)
Value$2.6M (-$80.7K)
Filed 2026-11-05
GraniteShares Advisors LLC
DECREASED
Shares2,219 from 2,345
Change-126 (-5%)
Value$2.6M (-$245.1K)
Filed 2026-10-29
Central Bank & Trust Co
INCREASED
Shares2,219 from 2,198
Change+21 (+1%)
Value$2.6M (-$68.8K)
Filed 2026-10-09
Advisory Resource Group
INCREASED
Shares2,218 from 1,685
Change+533 (+32%)
Value$2.6M (+$546.0K)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares2,217 from 2,155
Change+62 (+3%)
Value$2.6M (-$19.5K)
Filed 2026-10-13
Sound Income Strategies, LLC
DECREASED
Shares2,209 from 5,822
Change-3,613 (-62%)
Value$2.6M (-$4.4M)
Filed 2026-10-09
Meridian Management Co
DECREASED
Shares2,208 from 2,260
Change-52 (-2%)
Value$2.6M (-$155.9K)
Filed 2026-11-06
Grant Private Wealth Management Inc
INCREASED
Shares2,194 from 1,261
Change+933 (+74%)
Value$2.5M (+$1.0M)
Filed 2026-10-19
HF Advisory Group, LLC
DECREASED
Shares2,191 from 2,246
Change-55 (-2%)
Value$2.5M (-$158.9K)
Filed 2026-10-09
Foster Group, Inc.
INCREASED
Shares2,190 from 2,136
Change+54 (+3%)
Value$2.5M (-$27.8K)
Filed 2026-10-13
NWF Advisory Services Inc.
INCREASED
Shares2,183 from 2,136
Change+47 (+2%)
Value$2.5M (-$36.0K)
Filed 2026-10-19
Farrow Financial, Inc.
DECREASED
Shares2,183 from 2,184
Change-1 (0%)
Value$2.5M (-$93.7K)
Filed 2026-10-30
Atlas Brown,Inc.
INCREASED
Shares2,176 from 2,009
Change+167 (+8%)
Value$2.5M (+$108.2K)
Filed 2026-10-09
Impact Capital Partners LLC
DECREASED
Shares2,173 from 2,228
Change-55 (-2%)
Value$2.5M (-$158.0K)
Filed 2026-10-22
Allen Capital Group, LLC
INCREASED
Shares2,172 from 2,102
Change+70 (+3%)
Value$2.5M (-$8.0K)
Filed 2026-10-27
Phillips Financial Management, LLC
DECREASED
Shares2,171 from 2,337
Change-166 (-7%)
Value$2.5M (-$292.0K)
Filed 2026-10-19
Vivid Wealth Management, LLC
DECREASED
Shares2,171 from 2,204
Change-33 (-1%)
Value$2.5M (-$131.5K)
Filed 2026-10-27
111 Capital
DECREASED
Shares2,169 from 3,764
Change-1,595 (-42%)
Value$2.5M (-$2.0M)
Filed 2026-11-03
Ebert Capital Management Inc.
DECREASED
Shares2,168 from 2,178
Change-10 (0%)
Value$2.5M (-$103.8K)
Filed 2026-10-08
First Citizens Financial Corp
DECREASED
Shares2,167 from 2,295
Change-128 (-6%)
Value$2.5M (-$245.3K)
Filed 2026-10-02
Security National Bank
DECREASED
Shares2,161 from 2,326
Change-165 (-7%)
Value$2.5M (-$289.4K)
Filed 2026-10-26
D'Orazio & Associates, Inc.
INCREASED
Shares2,148 from 2,049
Change+99 (+5%)
Value$2.5M (+$27.8K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
INCREASED
Shares2,148 from 2,112
Change+36 (+2%)
Value$2.5M (-$47.4K)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares2,146 from 1,796
Change+350 (+19%)
Value$2.5M (+$329.3K)
Filed 2026-10-21
Flynn Zito Capital Management, LLC
DECREASED
Shares2,143 from 2,144
Change-1 (0%)
Value$2.5M (-$91.9K)
Filed 2026-11-04
Curry Webb Wealth Management LLC
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-22
Rose Capital Advisors LLC
INCREASED
Shares2,139 from 438
Change+1,701 (+388%)
Value$2.5M (+$1.9M)
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares2,133 from 2,376
Change-243 (-10%)
Value$2.5M (-$381.8K)
Filed 2026-11-05
Aspire Private Capital, LLC
DECREASED
Shares2,127 from 2,150
Change-23 (-1%)
Value$2.5M (-$118.1K)
Filed 2026-11-05
Auxano Advisors, LLC
INCREASED
Shares2,124 from 2,118
Change+6 (+0%)
Value$2.5M (-$82.7K)
Filed 2026-11-06
Aldebaran Financial Inc.
INCREASED
Shares2,123 from 2,091
Change+32 (+2%)
Value$2.5M (-$51.5K)
Filed 2026-11-06
Providence Financial Advisors, LLC
DECREASED
Shares2,118 from 2,697
Change-579 (-21%)
Value$2.5M (-$784.2K)
Filed 2026-11-06
Bullseye Investment Management, LLC
INCREASED
Shares2,115 from 2,107
Change+8 (+0%)
Value$2.4M (-$80.0K)
Filed 2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED
Shares2,114 from 1,920
Change+194 (+10%)
Value$2.4M (+$144.0K)
Filed 2026-10-16
Kirr Marbach & Co LLC
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$2.4M (-$89.5K)
Filed 2026-10-20
Joel Adams & Associates, Inc.
DECREASED
Shares2,111 from 2,133
Change-22 (-1%)
Value$2.4M (-$115.8K)
Filed 2026-11-02
WealthTrust Asset Management, LLC
DECREASED
Shares2,103 from 2,151
Change-48 (-2%)
Value$2.4M (-$146.6K)
Filed 2026-10-22
Caliber Wealth Management, LLC / KS
INCREASED
Shares2,100 from 2,017
Change+83 (+4%)
Value$2.4M (+$11.5K)
Filed 2026-11-04
Strategic Advisors LLC
INCREASED
Shares2,100 from 2,017
Change+83 (+4%)
Value$2.4M (+$10.0K)
Filed 2026-10-13
Enterprise Financial Services Corp
INCREASED
Shares2,099 from 2,069
Change+30 (+1%)
Value$2.4M (-$52.9K)
Filed 2026-11-03
MN Wealth Advisors, LLC
INCREASED
Shares2,097 from 2,092
Change+5 (+0%)
Value$2.4M (-$82.0K)
Filed 2026-10-23
Vaughan David Investments LLC
DECREASED
Shares2,086 from 2,224
Change-138 (-6%)
Value$2.4K (-$2.7M)
Filed 2026-11-05
Bria Capital Group, LLC
INCREASED
Shares2,082 from 1,714
Change+368 (+21%)
Value$2.4M (+$353.2K)
Filed 2026-10-22
Apollon Financial, LLC
INCREASED
Shares2,073 from 1,963
Change+110 (+6%)
Value$2.4M (+$43.5K)
Filed 2026-10-23
Virtue Asset Management LLC
INCREASED
Shares2,070 from 2,019
Change+51 (+3%)
Value$2.4M (-$25.9K)
Filed 2026-10-21
Ethos Capital Management, Inc.
INCREASED
Shares2,068 from 1,710
Change+358 (+21%)
Value$2.4M (+$341.7K)
Filed 2026-11-03
IPG Investment Advisors LLC
DECREASED
Shares2,064 from 2,122
Change-58 (-3%)
Value$2.4M (-$157.0K)
Filed 2026-10-30
Thompson Siegel & Walmsley LLC
DECREASED
Shares2,052 from 2,093
Change-41 (-2%)
Value$2.4K (-$2.5M)
Filed 2026-11-05
Lantz Financial LLC
INCREASED
Shares2,050 from 2,003
Change+47 (+2%)
Value$2.4M (-$31.1K)
Filed 2026-10-15
Third View Private Wealth, LLC
INCREASED
Shares2,049 from 1,938
Change+111 (+6%)
Value$2.4M (+$46.3K)
Filed 2026-10-30
FSM Wealth Advisors, LLC
DECREASED
Shares2,047 from 2,078
Change-31 (-1%)
Value$2.4M (-$98.0K)
Filed 2026-10-27
Riverbend Wealth Management, LLC
INCREASED
Shares2,043 from 2,030
Change+13 (+1%)
Value$2.4M (-$70.7K)
Filed 2026-10-15
Barden Capital Management, Inc.
INCREASED
Shares2,034 from 2,030
Change+4 (+0%)
Value$2.4M (-$81.3K)
Filed 2026-10-09
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares2,034 from 2,034
Change0 (0%)
Value$2.4M (-$86.1K)
Filed 2026-10-30
SS&H Financial Advisors, Inc.
UNCHANGED
Shares2,034 from 2,034
Change0 (0%)
Value$2.4K (-$2.4M)
Filed 2026-10-28
Sage Rhino Capital LLC
INCREASED
Shares2,027 from 2,014
Change+13 (+1%)
Value$2.3M (-$70.7K)
Filed 2026-10-28
Western Financial Corp
INCREASED
Shares2,020 from 513
Change+1,507 (+294%)
Value$2.3M (+$1.7M)
Filed 2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$2.4M ($0)
Filed 2026-11-03
Silphium Asset Management Ltd
UNCHANGED
Shares2,007 from 2,007
Change0 (0%)
Value$2.3M (-$85.0K)
Filed 2026-10-27
Quattro Financial Advisors LLC
UNCHANGED
Shares2,003 from 2,003
Change0 (0%)
Value$2.3M (-$84.8K)
Filed 2026-10-15
Yankcom Partnership
DECREASED
Shares1,997 from 2,031
Change-34 (-2%)
Value$2.3M (-$125.4K)
Filed 2026-10-15
Forteris Wealth Management Inc.
DECREASED
Shares1,992 from 2,062
Change-70 (-3%)
Value$2.3M (-$168.3K)
Filed 2026-10-13
HBW Advisory Services LLC
INCREASED
Shares1,990 from 1,822
Change+168 (+9%)
Value$2.3M (+$117.5K)
Filed 2026-10-15
Granite Islands Private Wealth, LLC
INCREASED
Shares1,984 from 1,682
Change+302 (+18%)
Value$2.3M (+$279.0K)
Filed 2026-10-16
Acropolis Investment Management, LLC
DECREASED
Shares1,984 from 2,014
Change-30 (-1%)
Value$2.3M (-$119.7K)
Filed 2026-10-08
Paragon Private Wealth Management, LLC
DECREASED
Shares1,976 from 2,921
Change-945 (-32%)
Value$2.3M (-$1.2M)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
INCREASED
Shares1,975 from 1,400
Change+575 (+41%)
Value$2.3M (+$606.2K)
Filed 2026-10-26
Cadent Capital Advisors, LLC
DECREASED
Shares1,975 from 2,376
Change-401 (-17%)
Value$2.3M (-$564.7K)
Filed 2026-10-09
Diversified Management Inc
DECREASED
Shares1,973 from 2,013
Change-40 (-2%)
Value$2.3M (-$132.0K)
Filed 2026-10-08
Legacy Advisors, LLC
DECREASED
Shares1,972 from 2,152
Change-180 (-8%)
Value$2.3M (-$299.3K)
Filed 2026-10-19
626 Financial, LLC
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$2.3M (-$83.3K)
Filed 2026-11-04
Range Financial Group LLC
DECREASED
Shares1,966 from 5,427
Change-3,461 (-64%)
Value$2.3M (-$4.2M)
Filed 2026-10-21
Sendero Wealth Management, LLC
DECREASED
Shares1,958 from 2,014
Change-56 (-3%)
Value$2.3M (-$149.7K)
Filed 2026-10-14
Smith Group Asset Management, LLC
DECREASED
Shares1,956 from 2,085
Change-129 (-6%)
Value$2.3M (-$237.6K)
Filed 2026-10-27
Mitchell Sinkler & Starr
DECREASED
Shares1,954 from 1,998
Change-44 (-2%)
Value$2.3M (-$135.5K)
Filed 2026-10-13
Revolve Wealth Partners, LLC
INCREASED
Shares1,947 from 1,757
Change+190 (+11%)
Value$2.3M (+$145.5K)
Filed 2026-10-23
Aspiriant, LLC
INCREASED
Shares1,943 from 1,913
Change+30 (+2%)
Value$2.2M (-$46.3K)
Filed 2026-10-16
Pacific Capital Partners Ltd
DECREASED
Shares1,942 from 2,257
Change-315 (-14%)
Value$2.2M (-$460.1K)
Filed 2026-10-28
XML Financial, LLC
INCREASED
Shares1,936 from 1,921
Change+15 (+1%)
Value$2.2M (-$64.9K)
Filed 2026-10-29
Matthew Goff Investment Advisor, LLC
INCREASED
Shares1,932 from 1,930
Change+2 (+0%)
Value$2.2M (-$79.4K)
Filed 2026-10-13
Grandfield & Dodd, LLC
DECREASED
Shares1,912 from 2,035
Change-123 (-6%)
Value$2.2M (-$228.5K)
Filed 2026-10-29
GS Investments, Inc.
DECREASED
Shares1,909 from 2,011
Change-102 (-5%)
Value$2.2M (-$203.2K)
Filed 2026-11-05
PUREfi Wealth, LLC
DECREASED
Shares1,906 from 2,108
Change-202 (-10%)
Value$2.2M (-$323.0K)
Filed 2026-10-19
Northern Financial Advisors Inc
DECREASED
Shares1,905 from 1,910
Change-5 (0%)
Value$2.2M (-$86.7K)
Filed 2026-10-29
Retirement Planning Group, LLC
DECREASED
Shares1,902 from 1,938
Change-36 (-2%)
Value$2.2M (-$123.3K)
Filed 2026-10-19
Live Oak Private Wealth LLC
INCREASED
Shares1,898 from 1,875
Change+23 (+1%)
Value$2.2M (-$52.8K)
Filed 2026-11-02
L. Roy Papp & Associates, LLP
INCREASED
Shares1,889 from 1,847
Change+42 (+2%)
Value$2.2M (-$29.6K)
Filed 2026-10-21
Ignite Planners, LLC
INCREASED
Shares1,888 from 1,688
Change+200 (+12%)
Value$2.2M (+$173.3K)
Filed 2026-10-14
BCS Wealth Management
DECREASED
Shares1,885 from 1,962
Change-77 (-4%)
Value$2.2M (-$172.2K)
Filed 2026-11-03
IronOak Wealth Llc.
NEW
Shares1,884
Change+1,884
Value$2.2M
Filed 2026-11-06
Burton Enright Welch
DECREASED
Shares1,875 from 1,977
Change-102 (-5%)
Value$2.2M (-$201.7K)
Filed 2026-11-04
Salvus Wealth Management, LLC
DECREASED
Shares1,868 from 1,893
Change-25 (-1%)
Value$2.2M (-$109.1K)
Filed 2026-10-13
Optivise Advisory Services LLC
DECREASED
Shares1,867 from 1,869
Change-2 (0%)
Value$2.2M (-$81.2K)
Filed 2026-10-19
Burns Matteson Capital Management, LLC
INCREASED
Shares1,866 from 1,163
Change+703 (+60%)
Value$2.2M (+$764.4K)
Filed 2026-10-16
Stiles Financial Services Inc
INCREASED
Shares1,865 from 1,811
Change+54 (+3%)
Value$2.2M (-$13.7K)
Filed 2026-10-30
Obermeyer Wealth Partners
INCREASED
Shares1,864 from 1,757
Change+107 (+6%)
Value$2.2M (+$49.4K)
Filed 2026-10-21
Castle Rock Wealth Management, LLC
DECREASED
Shares1,863 from 2,763
Change-900 (-33%)
Value$2.2M (-$1.1M)
Filed 2026-10-09
Harfst & Associates, Inc.
INCREASED
Shares1,863 from 1,844
Change+19 (+1%)
Value$2.2M (-$56.0K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
INCREASED
Shares1,861 from 1,847
Change+14 (+1%)
Value$2.2M (-$62.0K)
Filed 2026-11-02
M&G Plc
DECREASED
Shares1,860 from 7,792
Change-5,932 (-76%)
Value$2.2M (-$7.2M)
Filed 2026-11-04
Boltwood Capital Management
DECREASED
Shares1,860 from 1,878
Change-18 (-1%)
Value$2.2M (-$100.4K)
Filed 2026-10-02
JGP Wealth Management, LLC
INCREASED
Shares1,854 from 1,736
Change+118 (+7%)
Value$2.1M (+$62.8K)
Filed 2026-10-13
MBM Wealth Consultants, LLC
INCREASED
Shares1,854 from 1,753
Change+101 (+6%)
Value$2.1M (+$42.6K)
Filed 2026-10-20
Investment Research Partners LLC
INCREASED
Shares1,852 from 1,847
Change+5 (+0%)
Value$2.1M (-$72.4K)
Filed 2026-10-19
Beacon Capital Management, LLC
INCREASED
Shares1,851 from 1,797
Change+54 (+3%)
Value$2.1M (-$13.9K)
Filed 2026-10-23
Garde Capital, Inc.
DECREASED
Shares1,847 from 1,852
Change-5 (0%)
Value$2.1M (-$84.2K)
Filed 2026-10-29
Golden Reserve Retirement LLC
DECREASED
Shares1,846 from 2,423
Change-577 (-24%)
Value$2.1M (-$770.8K)
Filed 2026-11-02
Navigation Group, LLC
DECREASED
Shares1,846 from 1,857
Change-11 (-1%)
Value$2.1M (-$90.8K)
Filed 2026-10-28
Bill Few Associates, Inc.
DECREASED
Shares1,841 from 1,850
Change-9 (0%)
Value$2.1M (-$88.7K)
Filed 2026-10-09
Westco Advisory Services Inc
UNCHANGED
Shares1,841 from 1,841
Change0 (0%)
Value$2.1M (-$78.0K)
Filed 2026-10-14
Blue Sky Capital Consultants Group, Inc.
NEW
Shares1,837
Change+1,837
Value$2.1M
Filed 2026-10-13
EagleClaw Capital Managment, LLC
INCREASED
Shares1,837 from 1,772
Change+65 (+4%)
Value$2.1M (+$166)
Filed 2026-11-06
May Hill Capital, LLC
INCREASED
Shares1,832 from 1,758
Change+74 (+4%)
Value$2.1M (+$11.4K)
Filed 2026-11-03
Charles Schwab Trust Co
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$2.1M (-$77.6K)
Filed 2026-10-15
James Hambro & Partners LLP
INCREASED
Shares1,831 from 1,324
Change+507 (+38%)
Value$2.1M (+$535.3K)
Filed 2026-10-19
Diversified Portfolios, Inc.
DECREASED
Shares1,828 from 1,884
Change-56 (-3%)
Value$2.1M (-$144.6K)
Filed 2026-11-04
Zullo Investment Group, Inc.
INCREASED
Shares1,828 from 1,791
Change+37 (+2%)
Value$2.1M (-$32.6K)
Filed 2026-10-20
Wealth Management Partners, LLC
INCREASED
Shares1,820 from 1,802
Change+18 (+1%)
Value$2.1M (-$55.4K)
Filed 2026-10-21
Vigilare Wealth Management
INCREASED
Shares1,819 from 1,369
Change+450 (+33%)
Value$2.1M (+$463.7K)
Filed 2026-10-29
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares1,818 from 1,708
Change+110 (+6%)
Value$2.1M (+$55.3K)
Filed 2026-10-19
Prosperity Financial Group, Inc.
INCREASED
Shares1,816 from 1,597
Change+219 (+14%)
Value$2.1M (+$185.2K)
Filed 2026-10-29
Pavion Blue Capital, LLC
INCREASED
Shares1,815 from 1,805
Change+10 (+1%)
Value$2.1M (-$64.9K)
Filed 2026-11-05
Alchemi Wealth, LLC
DECREASED
Shares1,814 from 1,820
Change-6 (0%)
Value$2.1M (-$84.0K)
Filed 2026-11-04
Invera Wealth Advisors, LLC
INCREASED
Shares1,812 from 1,561
Change+251 (+16%)
Value$2.1M (+$224.3K)
Filed 2026-10-28
John G Ullman & Associates Inc
DECREASED
Shares1,812 from 1,902
Change-90 (-5%)
Value$2.1M (-$184.7K)
Filed 2026-11-04
Leo Wealth, LLC
NEW
Shares1,811
Change+1,811
Value$2.1M
Filed 2026-10-26
Chapin Davis, Inc.
INCREASED
Shares1,810 from 1,749
Change+61 (+3%)
Value$2.1M (-$3.5K)
Filed 2026-10-09
Aljian Capital Management, LLC
DECREASED
Shares1,810 from 1,811
Change-1 (0%)
Value$2.1M (-$78.1K)
Filed 2026-10-28
Gallagher Capital Advisors, LLC
INCREASED
Shares1,808 from 1,806
Change+2 (+0%)
Value$2.1M (-$74.5K)
Filed 2026-10-09
Capitol Family Office, Inc.
DECREASED
Shares1,804 from 2,060
Change-256 (-12%)
Value$2.1M (-$383.6K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares1,804 from 1,971
Change-167 (-8%)
Value$2.1M (-$245.5K)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares1,804 from 1,793
Change+11 (+1%)
Value$2.1M (-$62.7K)
Filed 2026-10-21
E&G Advisors, LLC
INCREASED
Shares1,803 from 1,773
Change+30 (+2%)
Value$2.1M (-$39.1K)
Filed 2026-10-13
Citizens National Bank Trust Department
DECREASED
Shares1,802 from 1,809
Change-7 (0%)
Value$2.1M (-$84.7K)
Filed 2026-11-04
Raab & Moskowitz Asset Management LLC
DECREASED
Shares1,796 from 1,809
Change-13 (-1%)
Value$2.1M (-$91.7K)
Filed 2026-11-02
Alpha Family Trust
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$2.1M ($0)
Filed 2026-11-04
Hohimer Wealth Management, LLC
INCREASED
Shares1,788 from 1,761
Change+27 (+2%)
Value$2.1M (-$44.1K)
Filed 2026-11-04
Abundance Wealth Counselors
INCREASED
Shares1,787 from 1,785
Change+2 (+0%)
Value$2.1M (-$73.3K)
Filed 2026-10-26
Worth Asset Management, LLC
INCREASED
Shares1,786 from 1,633
Change+153 (+9%)
Value$2.1M (+$108.1K)
Filed 2026-10-07
Rydar Equities, Inc.
INCREASED
Shares1,783 from 1,575
Change+208 (+13%)
Value$2.1M (+$269.2K)
Filed 2026-10-13
Planned Solutions, Inc.
DECREASED
Shares1,783 from 1,835
Change-52 (-3%)
Value$2.1M (-$137.9K)
Filed 2026-10-19
Bellecapital International Ltd.
NEW
Shares1,782
Change+1,782
Value$2.1M
Filed 2026-10-21
Atticus Wealth Management, LLC
INCREASED
Shares1,782 from 1,664
Change+118 (+7%)
Value$2.1M (+$65.7K)
Filed 2026-10-20
ANB Bank
DECREASED
Shares1,780 from 1,870
Change-90 (-5%)
Value$2.1M (-$183.3K)
Filed 2026-10-09
Nadler Financial Group, Inc.
INCREASED
Shares1,780 from 1,767
Change+13 (+1%)
Value$2.1M (-$59.8K)
Filed 2026-10-23
Canopy Partners, LLC
DECREASED
Shares1,778 from 1,784
Change-6 (0%)
Value$2.1M (-$82.5K)
Filed 2026-10-28
Wealth Science Advisors LLC
DECREASED
Shares1,777 from 2,164
Change-387 (-18%)
Value$2.1M (-$539.4K)
Filed 2026-10-09
Global X Japan Co., Ltd.
DECREASED
Shares1,776 from 1,974
Change-198 (-10%)
Value$2.1M (-$312.7K)
Filed 2026-10-21
Gratus Wealth Advisors, LLC
DECREASED
Shares1,769 from 1,813
Change-44 (-2%)
Value$2.0M (-$127.7K)
Filed 2026-10-26
Brucke Financial, Inc.
INCREASED
Shares1,768 from 1,197
Change+571 (+48%)
Value$2.0M (+$610.0K)
Filed 2026-10-23
Heritage Family Offices, LLP
DECREASED
Shares1,764 from 1,911
Change-147 (-8%)
Value$2.0M (-$251.0K)
Filed 2026-11-02
Mezzasalma Advisors, LLC
DECREASED
Shares1,764 from 1,883
Change-119 (-6%)
Value$2.0M (-$217.4K)
Filed 2026-10-14
Innova Wealth Partners
INCREASED
Shares1,760 from 1,744
Change+16 (+1%)
Value$2.0M (-$54.9K)
Filed 2026-10-21
HCR Wealth Advisors
INCREASED
Shares1,758 from 1,575
Change+183 (+12%)
Value$2.0M (+$145.0K)
Filed 2026-10-15
Mirador Capital Partners LP
INCREASED
Shares1,758 from 1,657
Change+101 (+6%)
Value$2.0M (+$46.9K)
Filed 2026-10-09
Tandem Capital Management Corp
INCREASED
Shares1,757 from 1,383
Change+374 (+27%)
Value$2.0M (+$374.2K)
Filed 2026-10-22
Global Financial Private Client, LLC
INCREASED
Shares1,754 from 1,723
Change+31 (+2%)
Value$2.0M (-$36.9K)
Filed 2026-10-15
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares1,753 from 1,503
Change+250 (+17%)
Value$2.0K (-$1.8M)
Filed 2026-10-26
Future Financial Wealth Managment LLC
DECREASED
Shares1,753 from 1,758
Change-5 (0%)
Value$2.0M (-$56.4K)
Filed 2026-10-15
Summit Financial Strategies, Inc.
DECREASED
Shares1,748 from 1,755
Change-7 (0%)
Value$2.0M (-$82.5K)
Filed 2026-10-14
Howard Financial Services, Ltd.
INCREASED
Shares1,745 from 1,438
Change+307 (+21%)
Value$2.0M (+$295.0K)
Filed 2026-10-15
Three Seasons Wealth, LLC
DECREASED
Shares1,743 from 1,810
Change-67 (-4%)
Value$2.0M (-$154.2K)
Filed 2026-11-03
Franklin Street Advisors Inc
INCREASED
Shares1,734 from 1,009
Change+725 (+72%)
Value$2.0M (+$796.2K)
Filed 2026-10-13
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares1,728 from 1,764
Change-36 (-2%)
Value$2.0M (-$116.4K)
Filed 2026-11-02
Carolina Wealth Advisors, LLC
INCREASED
Shares1,726 from 1,724
Change+2 (+0%)
Value$2.0M (-$70.7K)
Filed 2026-10-23
Markowski Investments
DECREASED
Shares1,721 from 1,821
Change-100 (-5%)
Value$2.0M (-$193.2K)
Filed 2026-10-30
Jefferson Bridge Capital, LLC
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$2.0M (-$72.8K)
Filed 2026-11-06
Powers Advisory Group, LLC
DECREASED
Shares1,717 from 1,964
Change-247 (-13%)
Value$2.0M (-$368.2K)
Filed 2026-10-14
Lee Financial Co
INCREASED
Shares1,713 from 1,668
Change+45 (+3%)
Value$2.0M (-$18.1K)
Filed 2026-10-16
Nabity-Jensen Investment Management Inc
INCREASED
Shares1,711 from 1,660
Change+51 (+3%)
Value$2.0M (-$11.3K)
Filed 2026-10-23
Aire Advisors, LLC
DECREASED
Shares1,710 from 1,724
Change-14 (-1%)
Value$2.0M (-$89.0K)
Filed 2026-10-22
McCollum Christoferson Group LLC
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$2.0M (-$72.4K)
Filed 2026-10-13
BAM Wealth Management, LLC
INCREASED
Shares1,708 from 1,514
Change+194 (+13%)
Value$2.0M (+$160.4K)
Filed 2026-10-15
Correct Capital Wealth Management
DECREASED
Shares1,708 from 1,754
Change-46 (-3%)
Value$2.0M (-$126.5K)
Filed 2026-11-02
Gould Asset Management LLC
INCREASED
Shares1,707 from 1,702
Change+5 (+0%)
Value$2.0M (-$66.3K)
Filed 2026-11-06
Balboa Wealth Partners
INCREASED
Shares1,703 from 1,478
Change+225 (+15%)
Value$2.0M (+$197.8K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
DECREASED
Shares1,702 from 1,816
Change-114 (-6%)
Value$2.0M (-$208.8K)
Filed 2026-10-15
Orca Investment Management, LLC
DECREASED
Shares1,701 from 1,807
Change-106 (-6%)
Value$2.0M (-$199.2K)
Filed 2026-10-29
Novem Group
INCREASED
Shares1,696 from 1,672
Change+24 (+1%)
Value$2.0M (-$43.3K)
Filed 2026-10-19
Elevate Capital Advisors, LLC
DECREASED
Shares1,683 from 2,151
Change-468 (-22%)
Value$1.9M (-$632.2K)
Filed 2026-11-02
Portus Wealth Advisors, LLC
DECREASED
Shares1,677 from 1,706
Change-29 (-2%)
Value$1.9M (-$106.4K)
Filed 2026-10-13
Wealth Group, Ltd.
DECREASED
Shares1,675 from 5,192
Change-3,517 (-68%)
Value$1.9K (-$6.2M)
Filed 2026-10-30
Schear Investment Advisers, LLC
DECREASED
Shares1,671 from 7,178
Change-5,507 (-77%)
Value$1.9M (-$6.7M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares1,671 from 1,325
Change+346 (+26%)
Value$1.9M (+$343.8K)
Filed 2026-10-14
Centurion Wealth Management LLC
DECREASED
Shares1,669 from 1,750
Change-81 (-5%)
Value$1.9M (-$167.8K)
Filed 2026-10-13
Taylor Frigon Capital Management LLC
DECREASED
Shares1,669 from 1,672
Change-3 (0%)
Value$1.9M (-$74.3K)
Filed 2026-10-23
HMS Capital Management, LLC
INCREASED
Shares1,666 from 1,657
Change+9 (+1%)
Value$1.9M (-$60.5K)
Filed 2026-10-20
Financial Security Advisor, Inc.
INCREASED
Shares1,663 from 1,627
Change+36 (+2%)
Value$1.9M (-$26.9K)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
DECREASED
Shares1,656 from 1,705
Change-49 (-3%)
Value$1.9M (-$128.9K)
Filed 2026-10-19
Quantum Financial Advisors, LLC
INCREASED
Shares1,655 from 1,589
Change+66 (+4%)
Value$1.9M (+$9.1K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares1,654 from 1,511
Change+143 (+9%)
Value$1.9M (+$102.1K)
Filed 2026-10-29
Raleigh Capital Management Inc.
DECREASED
Shares1,651 from 1,690
Change-39 (-2%)
Value$1.9M (-$116.8K)
Filed 2026-10-28
StoneRidge PMG Advisors, LLC
NEW
Shares1,647
Change+1,647
Value$1.9K
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,647 from 1,374
Change+273 (+20%)
Value$1.9M (+$257.6K)
Filed 2026-10-14
Myriad Asset Management US LP
INCREASED
Shares1,641 from 1,480
Change+161 (+11%)
Value$1.9M (+$124.0K)
Filed 2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED
Shares1,631 from 1,641
Change-10 (-1%)
Value$1.9M (-$103.9K)
Filed 2026-10-09
Reflection Asset Management
INCREASED
Shares1,630 from 1,407
Change+223 (+16%)
Value$1.9M (+$198.4K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,630 from 1,536
Change+94 (+6%)
Value$1.9M (+$43.7K)
Filed 2026-11-02
Valley Brook Capital Group, Inc.
INCREASED
Shares1,630 from 1,625
Change+5 (+0%)
Value$1.9M (-$63.0K)
Filed 2026-10-26
Amarillo National Bank
DECREASED
Shares1,626 from 1,676
Change-50 (-3%)
Value$1.9M (-$128.8K)
Filed 2026-10-23
Piscataqua Savings Bank
DECREASED
Shares1,623 from 1,648
Change-25 (-2%)
Value$1.9M (-$98.7K)
Filed 2026-10-21
Shepherd Street Advisors LLC
INCREASED
Shares1,609 from 1,601
Change+8 (+1%)
Value$1.9M (+$45.7K)
Filed 2026-10-21
Salomon & Ludwin, LLC
DECREASED
Shares1,601 from 1,638
Change-37 (-2%)
Value$1.9M (-$100.1K)
Filed 2026-10-29
Helios Capital Management Pte. LTD
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$1.9M (-$67.8K)
Filed 2026-10-14
Longview Financial Advisors, Inc.
UNCHANGED
Shares1,598 from 1,598
Change0 (0%)
Value$1.8M (-$67.7K)
Filed 2026-10-09
Orrstown Financial Services Inc
INCREASED
Shares1,592 from 1,560
Change+32 (+2%)
Value$1.8M (-$29.0K)
Filed 2026-10-14
Gemmer Asset Management LLC
INCREASED
Shares1,581 from 1,179
Change+402 (+34%)
Value$1.8M (+$415.6K)
Filed 2026-10-16
Matauro, LLC
INCREASED
Shares1,578 from 516
Change+1,062 (+206%)
Value$1.8M (+$1.2M)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED
Shares1,578 from 1,399
Change+179 (+13%)
Value$1.8M (+$147.7K)
Filed 2026-11-05
Wealth Quarterback LLC
INCREASED
Shares1,578 from 1,506
Change+72 (+5%)
Value$1.8M (+$18.9K)
Filed 2026-10-20
Fortem Financial Group, LLC
UNCHANGED
Shares1,577 from 1,577
Change0 (0%)
Value$1.8M (-$66.6K)
Filed 2026-10-20
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares1,572 from 1,604
Change-32 (-2%)
Value$1.8M (-$105.0K)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
INCREASED
Shares1,563 from 1,493
Change+70 (+5%)
Value$2.1M (+$356.3K)
Filed 2026-11-02
Gilliland Jeter Wealth Management LLC
DECREASED
Shares1,563 from 1,603
Change-40 (-2%)
Value$1.8M (-$113.7K)
Filed 2026-10-28
Camden National Bank
DECREASED
Shares1,563 from 1,578
Change-15 (-1%)
Value$1.8M (-$84.2K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares1,563 from 1,561
Change+2 (+0%)
Value$1.8M (-$64.2K)
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares1,562 from 1,549
Change+13 (+1%)
Value$1.8M (-$50.1K)
Filed 2026-10-16
DT Investment Partners, LLC
DECREASED
Shares1,559 from 1,645
Change-86 (-5%)
Value$1.8M (-$169.2K)
Filed 2026-10-27
Evansbrook LLC
INCREASED
Shares1,558 from 1,503
Change+55 (+4%)
Value$1.8M (+$11)
Filed 2026-10-16
Cassia Capital Partners, LLC
DECREASED
Shares1,557 from 1,603
Change-46 (-3%)
Value$1.8M (-$120.7K)
Filed 2026-11-04
Insight Advisors, LLC/ PA
INCREASED
Shares1,556 from 1,521
Change+35 (+2%)
Value$1.8M (-$23.6K)
Filed 2026-10-22
MSH Capital Advisors LLC
DECREASED
Shares1,555 from 1,685
Change-130 (-8%)
Value$1.8M (-$221.0K)
Filed 2026-11-03
Jacobsen Capital Management
INCREASED
Shares1,552 from 1,543
Change+9 (+1%)
Value$1.8M (-$54.9K)
Filed 2026-10-27
BankChampaign, National Association
DECREASED
Shares1,551 from 2,577
Change-1,026 (-40%)
Value$1.8M (-$1.3M)
Filed 2026-10-19
First Command Advisory Services, Inc.
DECREASED
Shares1,550 from 2,195
Change-645 (-29%)
Value$1.8M (-$839.3K)
Filed 2026-11-05
Meadow Creek Wealth Advisors LLC
INCREASED
Shares1,548 from 1,419
Change+129 (+9%)
Value$1.8M (+$89.2K)
Filed 2026-11-02
Realta Investment Advisors
DECREASED
Shares1,545 from 1,580
Change-35 (-2%)
Value$1.8M (-$108.0K)
Filed 2026-10-14
Merrion Investment Management Co, LLC
DECREASED
Shares1,545 from 1,550
Change-5 (0%)
Value$1.8M (-$71.4K)
Filed 2026-10-16
Garrett Wealth Advisory Group, LLC
INCREASED
Shares1,543 from 1,502
Change+41 (+3%)
Value$1.8M (-$16.2K)
Filed 2026-10-22
Amplius Wealth Advisors, LLC
INCREASED
Shares1,540 from 1,260
Change+280 (+22%)
Value$1.8M (+$270.7K)
Filed 2026-10-20
Baldwin Wealth Partners LLC
DECREASED
Shares1,540 from 1,561
Change-21 (-1%)
Value$1.8M (-$90.4K)
Filed 2026-10-13
Rothwell Investment Advisors, LLC
NEW
Shares1,539
Change+1,539
Value$1.8M
Filed 2026-11-06
Latitude Advisors, LLC
INCREASED
Shares1,539 from 1,513
Change+26 (+2%)
Value$1.8M (-$34.1K)
Filed 2026-10-27
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares1,538 from 990
Change+548 (+55%)
Value$1.8M (+$592.2K)
Filed 2026-11-06
Grandview Asset Management LLC
DECREASED
Shares1,538 from 1,976
Change-438 (-22%)
Value$1.8M (-$611.5K)
Filed 2026-10-19
Collaborative Fund Advisors, LLC
INCREASED
Shares1,537 from 1,229
Change+308 (+25%)
Value$1.8M (+$304.3K)
Filed 2026-11-02
QTR Family Wealth, LLC
DECREASED
Shares1,537 from 1,665
Change-128 (-8%)
Value$1.8M (-$218.3K)
Filed 2026-11-02
AMG Asset Management Group, Inc.
DECREASED
Shares1,535 from 1,873
Change-338 (-18%)
Value$1.8M (-$470.4K)
Filed 2026-10-21
Bluesphere Advisors LLC
INCREASED
Shares1,533 from 1,532
Change+1 (+0%)
Value$1.8M (-$63.5K)
Filed 2026-10-19
United Community Bank
INCREASED
Shares1,528 from 1,486
Change+42 (+3%)
Value$1.8M (-$14.3K)
Filed 2026-10-28
Steel Grove Capital Advisors, LLC
INCREASED
Shares1,526 from 609
Change+917 (+151%)
Value$1.8M (+$1.0M)
Filed 2026-10-13
Syntegra Private Wealth Group, LLC
INCREASED
Shares1,526 from 1,453
Change+73 (+5%)
Value$1.8M (+$22.6K)
Filed 2026-10-13
AM Investment Strategies LLC
INCREASED
Shares1,524 from 1,434
Change+90 (+6%)
Value$1.8K (+$44)
Filed 2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares1,511 from 1,510
Change+1 (+0%)
Value$1.7M (-$62.8K)
Filed 2026-10-28
Worth Financial Advisory Group, LLC
DECREASED
Shares1,510 from 1,524
Change-14 (-1%)
Value$1.7M (-$80.7K)
Filed 2026-10-19
LVZ, Inc.
INCREASED
Shares1,507 from 1,441
Change+66 (+5%)
Value$1.7M (+$15.4K)
Filed 2026-10-20
MFA Wealth Services
UNCHANGED
Shares1,507 from 1,507
Change0 (0%)
Value$1.7M (-$63.7K)
Filed 2026-10-14
Abacus Wealth Partners, LLC
DECREASED
Shares1,505 from 1,508
Change-3 (0%)
Value$1.7M (-$67.3K)
Filed 2026-11-03
Pacific Sage Partners, LLC
DECREASED
Shares1,503 from 1,509
Change-6 (0%)
Value$1.7M (-$70.8K)
Filed 2026-10-21
Advisortrust Partners, LLC
INCREASED
Shares1,502 from 1,473
Change+29 (+2%)
Value$1.7M (-$29.5K)
Filed 2026-11-02
ProVise Management Group, LLC
DECREASED
Shares1,499 from 1,561
Change-62 (-4%)
Value$1.7M (-$137.6K)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
DECREASED
Shares1,497 from 1,518
Change-21 (-1%)
Value$1.7M (-$88.6K)
Filed 2026-10-15
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares1,495 from 1,510
Change-15 (-1%)
Value$1.7M (-$81.3K)
Filed 2026-11-06
Bluedoor Private Wealth, LLC
INCREASED
Shares1,494 from 1,469
Change+25 (+2%)
Value$1.7M (-$33.3K)
Filed 2026-11-05
Stonebridge Financial Planning Group, LLC
UNCHANGED
Shares1,494 from 1,494
Change0 (0%)
Value$1.7M (-$63.2K)
Filed 2026-11-06
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$1.7M (-$63.2K)
Filed 2026-10-20
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,486 from 1,486
Change0 (0%)
Value$1.7M (-$62.9K)
Filed 2026-10-23
Mendel Money Management
DECREASED
Shares1,484 from 1,491
Change-7 (0%)
Value$1.7M (-$71.2K)
Filed 2026-11-02
Armor Investment Advisors, LLC
DECREASED
Shares1,480 from 1,557
Change-77 (-5%)
Value$1.7M (-$155.0K)
Filed 2026-10-27
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$1.7M (-$62.7K)
Filed 2026-10-05
CPC Advisors, LLC
INCREASED
Shares1,475 from 1,261
Change+214 (+17%)
Value$1.7M (+$194.2K)
Filed 2026-10-21
North Point Portfolio Managers Corp
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$1.7M (-$62.4K)
Filed 2026-10-07
Malaga Cove Capital, LLC
DECREASED
Shares1,469 from 1,506
Change-37 (-2%)
Value$1.7M (-$106.6K)
Filed 2026-10-23
Eads & Heald Wealth Management
INCREASED
Shares1,469 from 1,461
Change+8 (+1%)
Value$1.7M (-$52.6K)
Filed 2026-10-29
Lantern Wealth Advisors, LLC
INCREASED
Shares1,467 from 1,224
Change+243 (+20%)
Value$1.7M (+$229.3K)
Filed 2026-10-22
Shum Financial Group, Inc.
INCREASED
Shares1,465 from 1,453
Change+12 (+1%)
Value$1.7M (-$47.7K)
Filed 2026-10-13
Financial Partners Group, Inc
INCREASED
Shares1,463 from 1,319
Change+144 (+11%)
Value$1.7M (+$111.3K)
Filed 2026-10-19
Birinyi Associates Inc
INCREASED
Shares1,460 from 1,101
Change+359 (+33%)
Value$1.7K (-$1.3M)
Filed 2026-10-28
Emerald Advisors, LLC
INCREASED
Shares1,459 from 1,318
Change+141 (+11%)
Value$1.7M (+$107.5K)
Filed 2026-10-13
Wilkerson Advisory Group LLC
DECREASED
Shares1,458 from 1,463
Change-5 (0%)
Value$1.7M (-$67.7K)
Filed 2026-10-20
Alpha Omega Wealth Management LLC
DECREASED
Shares1,457 from 1,706
Change-249 (-15%)
Value$1.7M (-$360.4K)
Filed 2026-10-23
Legacy Wealth Asset Management, LLC
DECREASED
Shares1,456 from 2,091
Change-635 (-30%)
Value$1.7M (-$823.3K)
Filed 2026-10-09
Pinion Investment Advisors, LLC
INCREASED
Shares1,454 from 1,379
Change+75 (+5%)
Value$1.7M (+$28.4K)
Filed 2026-11-04
Archvest Wealth Advisors, Inc.
DECREASED
Shares1,454 from 1,466
Change-12 (-1%)
Value$1.7M (-$75.8K)
Filed 2026-10-29
Dudley Capital Management, LLC
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$1.7M (-$61.5K)
Filed 2026-10-23
M.E. Allison & Co., Inc.
INCREASED
Shares1,449 from 1,427
Change+22 (+2%)
Value$1.7M (-$35.0K)
Filed 2026-10-09
Cyr Financial Inc.
INCREASED
Shares1,448 from 1,379
Change+69 (+5%)
Value$1.7M (+$21.4K)
Filed 2026-10-16
Midland Wealth Advisors, LLC
DECREASED
Shares1,447 from 1,638
Change-191 (-12%)
Value$1.7M (-$290.4K)
Filed 2026-10-26
Union Savings Bank
DECREASED
Shares1,447 from 1,477
Change-30 (-2%)
Value$1.7M (-$97.2K)
Filed 2026-10-14
Bay Capital Advisors, LLC
DECREASED
Shares1,446 from 1,466
Change-20 (-1%)
Value$1.7M (-$85.2K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,443 from 1,416
Change+27 (+2%)
Value$1.7M (-$28.7K)
Filed 2026-11-02
55 North Private Wealth, LLC
INCREASED
Shares1,441 from 1,257
Change+184 (+15%)
Value$1.7M (+$159.7K)
Filed 2026-10-20
Ferguson Shapiro LLC
UNCHANGED
Shares1,439 from 1,439
Change0 (0%)
Value$1.7M (-$60.9K)
Filed 2026-10-16
StoryOne LLC
INCREASED
Shares1,438 from 707
Change+731 (+103%)
Value$1.7M (+$815.9K)
Filed 2026-10-13
BayBridge Capital Group, LLC
NEW
Shares1,434
Change+1,434
Value$1.7M
Filed 2026-10-13
Excalibur Management Corp
INCREASED
Shares1,433 from 1,361
Change+72 (+5%)
Value$1.7M (+$25.7K)
Filed 2026-11-02
Investment Management Trust, LLC
INCREASED
Shares1,432 from 920
Change+512 (+56%)
Value$1.7M (+$552.9K)
Filed 2026-11-05
Stockman Wealth Management, Inc.
DECREASED
Shares1,432 from 1,454
Change-22 (-2%)
Value$1.7M (-$87.0K)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares1,428 from 1,381
Change+47 (+3%)
Value$1.7M (-$4.9K)
Filed 2026-10-26
Tabr Capital Management, LLC
DECREASED
Shares1,427 from 1,429
Change-2 (0%)
Value$1.7M (-$63.4K)
Filed 2026-10-20
Mascoma Wealth Management LLC
INCREASED
Shares1,423 from 1,421
Change+2 (+0%)
Value$1.6M (-$57.8K)
Filed 2026-10-23
Optimas Capital Ltd
NEW
Shares1,418
Change+1,418
Value$1.6M
Filed 2026-11-03
Financial Management Network Inc
INCREASED
Shares1,418 from 1,308
Change+110 (+8%)
Value$1.6M (+$78.3K)
Filed 2026-10-09
Stone Wealth Partners
NEW
Shares1,416
Change+1,416
Value$1.7M
Filed 2026-11-05
Trail Ridge Investment Advisors, LLC
INCREASED
Shares1,416 from 1,375
Change+41 (+3%)
Value$1.6M (-$10.8K)
Filed 2026-10-16
First Bank & Trust
INCREASED
Shares1,415 from 1,213
Change+202 (+17%)
Value$1.6M (+$182.4K)
Filed 2026-10-19
Mayfair Advisory Group, LLC
INCREASED
Shares1,414 from 1,351
Change+63 (+5%)
Value$1.6M (+$20.3K)
Filed 2026-10-20
Augustine Asset Management Inc
INCREASED
Shares1,412 from 1,270
Change+142 (+11%)
Value$1.6M (+$110.5K)
Filed 2026-10-13
New Covenant Trust Company, N.A.
INCREASED
Shares1,411 from 1,238
Change+173 (+14%)
Value$1.6M (+$147.7K)
Filed 2026-10-08
Cora Capital Advisors LLC
DECREASED
Shares1,406 from 1,420
Change-14 (-1%)
Value$1.6M (-$76.1K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
DECREASED
Shares1,404 from 2,953
Change-1,549 (-52%)
Value$1.6M (-$1.9M)
Filed 2026-10-26
Sun Group Wealth Partners
INCREASED
Shares1,404 from 1,380
Change+24 (+2%)
Value$1.6M (-$30.7K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
DECREASED
Shares1,400 from 1,469
Change-69 (-5%)
Value$1.6M (-$142.0K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,399 from 1,327
Change+72 (+5%)
Value$1.6M (+$26.3K)
Filed 2026-10-15
Affiance Financial, LLC
DECREASED
Shares1,399 from 1,405
Change-6 (0%)
Value$1.6M (-$66.2K)
Filed 2026-10-15
First County Bank
INCREASED
Shares1,397 from 1,319
Change+78 (+6%)
Value$1.6M (+$34.4K)
Filed 2026-10-13
Investment Partners Asset Management, Inc.
DECREASED
Shares1,396 from 1,408
Change-12 (-1%)
Value$1.6M (-$73.5K)
Filed 2026-10-09
Elevation Wealth Partners, LLC
INCREASED
Shares1,395 from 1,388
Change+7 (+1%)
Value$1.6M (-$50.6K)
Filed 2026-10-07
Financial Solutions Advisory Group, Inc.
DECREASED
Shares1,390 from 1,396
Change-6 (0%)
Value$1.7M (+$48.4K)
Filed 2026-10-28
Verus Capital Partners, LLC
INCREASED
Shares1,389 from 1,346
Change+43 (+3%)
Value$1.6M (-$6.4K)
Filed 2026-11-03
Iams Wealth Management, LLC
NEW
Shares1,388
Change+1,388
Value$1.6M
Filed 2026-10-15
Park Edge Advisors, LLC
INCREASED
Shares1,388 from 1,061
Change+327 (+31%)
Value$1.6M (+$333.2K)
Filed 2026-10-28
Tenet Wealth Partners, LLC
DECREASED
Shares1,386 from 1,402
Change-16 (-1%)
Value$1.6M (-$75.2K)
Filed 2026-10-19
Howard Capital Management Group, LLC
DECREASED
Shares1,385 from 1,480
Change-95 (-6%)
Value$1.6M (-$172.6K)
Filed 2026-10-16
Sage Private Wealth Group, LLC
DECREASED
Shares1,385 from 1,394
Change-9 (-1%)
Value$1.6M (-$69.4K)
Filed 2026-10-21
Rakuten Securities, Inc.
DECREASED
Shares1,384 from 1,505
Change-121 (-8%)
Value$1.6M (-$203.7K)
Filed 2026-11-02
KFG Wealth Management, LLC
INCREASED
Shares1,382 from 1,378
Change+4 (+0%)
Value$1.6M (-$53.4K)
Filed 2026-10-16
First Financial Bank - Trust Division
INCREASED
Shares1,379 from 1,303
Change+76 (+6%)
Value$1.6M (+$32.8K)
Filed 2026-10-01
Falcon Wealth Planning
INCREASED
Shares1,377 from 1,288
Change+89 (+7%)
Value$1.6M (+$48.4K)
Filed 2026-11-06
Axiom Investment Management LLC
DECREASED
Shares1,377 from 1,400
Change-23 (-2%)
Value$1.6M (-$86.0K)
Filed 2026-11-03
Spartan Planning & Wealth Management
DECREASED
Shares1,376 from 1,490
Change-114 (-8%)
Value$1.6M (-$195.1K)
Filed 2026-10-13
Summit Asset Management, LLC
DECREASED
Shares1,370 from 1,384
Change-14 (-1%)
Value$1.6M (-$74.8K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares1,369 from 1,169
Change+200 (+17%)
Value$1.6M (+$182.1K)
Filed 2026-10-28
Putney Financial Group LLC
INCREASED
Shares1,368 from 1,357
Change+11 (+1%)
Value$1.6M (-$44.7K)
Filed 2026-10-30
Alpine Bank Wealth Management
DECREASED
Shares1,365 from 1,388
Change-23 (-2%)
Value$1.6M (-$85.4K)
Filed 2026-10-16
Gleason Group, Inc.
DECREASED
Shares1,364 from 1,368
Change-4 (0%)
Value$1.6M (-$62.6K)
Filed 2026-10-15
Shelton Wealth Management, LLC
INCREASED
Shares1,363 from 1,361
Change+2 (+0%)
Value$1.6M (-$55.3K)
Filed 2026-10-16
Gilman Hill Asset Management, LLC
DECREASED
Shares1,362 from 1,606
Change-244 (-15%)
Value$1.6M (-$350.4K)
Filed 2026-10-13
Strong Retirement Solutions LLC
DECREASED
Shares1,361 from 1,409
Change-48 (-3%)
Value$1.6M (-$115.2K)
Filed 2026-10-07
Donoghue Forlines LLC
NEW
Shares1,358
Change+1,358
Value$1.6M
Filed 2026-11-02
Sigma Investment Counselors Inc
INCREASED
Shares1,357 from 1,315
Change+42 (+3%)
Value$1.6M (-$6.9K)
Filed 2026-10-27
Tortoise Investment Management, LLC
INCREASED
Shares1,355 from 1,314
Change+41 (+3%)
Value$1.6M (-$7.8K)
Filed 2026-11-06
Solstein Capital, LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$1.6M (-$57.4K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares1,350 from 25
Change+1,325 (+5300%)
Value$1.6M (+$1.5M)
Filed 2026-10-30
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares1,342 from 1,343
Change-1 (0%)
Value$1.6M (-$58.0K)
Filed 2026-10-06
BigSur Wealth Management LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$1.6M (-$56.7K)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
INCREASED
Shares1,338 from 1,280
Change+58 (+5%)
Value$1.5M (+$12.9K)
Filed 2026-11-06
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$1.5M (-$56.5K)
Filed 2026-10-15
Barings LLC
INCREASED
Shares1,333 from 1,162
Change+171 (+15%)
Value$1.5M (+$148.7K)
Filed 2026-10-22
Kaizen Financial Strategies
DECREASED
Shares1,328 from 1,464
Change-136 (-9%)
Value$1.5M (-$208.5K)
Filed 2026-10-09
Horizon Financial Services, LLC
DECREASED
Shares1,326 from 1,359
Change-33 (-2%)
Value$1.5M (-$95.7K)
Filed 2026-11-04
Mindset Wealth Management, LLC
INCREASED
Shares1,326 from 1,302
Change+24 (+2%)
Value$1.5M (-$27.3K)
Filed 2026-10-19
Buckhead Capital Management LLC
DECREASED
Shares1,326 from 1,341
Change-15 (-1%)
Value$1.5M (-$74.1K)
Filed 2026-11-03
Encompass Wealth Advisors, LLC
INCREASED
Shares1,324 from 648
Change+676 (+104%)
Value$1.5M (+$754.6K)
Filed 2026-10-15
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,323 from 1,528
Change-205 (-13%)
Value$1.5K (-$1.8M)
Filed 2026-11-02
KG Capital Management
INCREASED
Shares1,322 from 1,195
Change+127 (+11%)
Value$1.5M (+$96.5K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
DECREASED
Shares1,320 from 1,563
Change-243 (-16%)
Value$1.5M (-$347.4K)
Filed 2026-10-28
Hengehold Capital Management LLC
DECREASED
Shares1,319 from 1,393
Change-74 (-5%)
Value$1.5M (-$144.5K)
Filed 2026-10-16
Prentice Wealth Management LLC
DECREASED
Shares1,316 from 1,364
Change-48 (-4%)
Value$1.5M (-$113.3K)
Filed 2026-10-20
Mustard Seed Financial, LLC
INCREASED
Shares1,315 from 1,308
Change+7 (+1%)
Value$1.5M (-$47.6K)
Filed 2026-10-30
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares1,313 from 1,328
Change-15 (-1%)
Value$1.5M (-$73.6K)
Filed 2026-11-09
Richmond Investment Services, LLC
INCREASED
Shares1,306 from 563
Change+743 (+132%)
Value$1.5M (+$836.1K)
Filed 2026-10-29
Successful Portfolios LLC
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$1.5M (-$80.3K)
Filed 2026-10-09
Traphagen Investment Advisors LLC
INCREASED
Shares1,301 from 1,286
Change+15 (+1%)
Value$1.5M (-$37.1K)
Filed 2026-10-14
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares1,294 from 1,334
Change-40 (-3%)
Value$1.5M (-$102.8K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares1,294 from 1,291
Change+3 (+0%)
Value$1.5M (-$51.2K)
Filed 2026-10-20
Black Diamond Financial, LLC
INCREASED
Shares1,292 from 1,232
Change+60 (+5%)
Value$1.5M (+$17.6K)
Filed 2026-10-26
Cardinal Point Capital Management ULC
INCREASED
Shares1,291 from 1,008
Change+283 (+28%)
Value$1.5M (+$285.0K)
Filed 2026-10-21
Security Financial Services, Inc.
DECREASED
Shares1,288 from 1,304
Change-16 (-1%)
Value$1.5M (-$73.7K)
Filed 2026-10-29
Tenzing Financial LLC
UNCHANGED
Shares1,288 from 1,288
Change0 (0%)
Value$1.6M (+$51.9K)
Filed 2026-11-03
Avity Investment Management Inc.
UNCHANGED
Shares1,286 from 1,286
Change0 (0%)
Value$1.5M (-$54.5K)
Filed 2026-10-09
Toth Financial Advisory Corp
INCREASED
Shares1,285 from 1,207
Change+78 (+6%)
Value$1.5M (+$39.1K)
Filed 2026-10-08
Silver Lake Advisory, LLC
DECREASED
Shares1,283 from 1,366
Change-83 (-6%)
Value$1.5M (-$153.8K)
Filed 2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares1,281 from 1,244
Change+37 (+3%)
Value$1.5M (-$10.0K)
Filed 2026-10-15
Uptick Partners, LLC
INCREASED
Shares1,280 from 1,251
Change+29 (+2%)
Value$1.5M (-$20.2K)
Filed 2026-11-04
Davis Investment Partners, LLC
INCREASED
Shares1,277 from 1,243
Change+34 (+3%)
Value$1.5M (-$14.0K)
Filed 2026-11-05
Thrive Wealth Management, LLC
INCREASED
Shares1,270 from 1,255
Change+15 (+1%)
Value$1.5M (-$35.7K)
Filed 2026-10-13
Knights of Columbus Asset Advisors LLC
INCREASED
Shares1,269 from 1,091
Change+178 (+16%)
Value$1.5M (+$159.8K)
Filed 2026-11-05
Hardin Capital Partners, LLC
INCREASED
Shares1,266 from 1,106
Change+160 (+14%)
Value$1.5M (+$125.7K)
Filed 2026-10-09
Cravens & Co Advisors, LLC
INCREASED
Shares1,265 from 1,236
Change+29 (+2%)
Value$1.5M (-$18.8K)
Filed 2026-10-16
EdgeRock Capital LLC
INCREASED
Shares1,264 from 1,189
Change+75 (+6%)
Value$1.5M (+$36.5K)
Filed 2026-11-03
Old Port Advisors
INCREASED
Shares1,263 from 1,253
Change+10 (+1%)
Value$1.5M (-$42.0K)
Filed 2026-10-23
Riverwater Partners LLC
INCREASED
Shares1,263 from 1,255
Change+8 (+1%)
Value$1.5M (-$43.9K)
Filed 2026-11-03
Albion Financial Group
INCREASED
Shares1,262 from 1,246
Change+16 (+1%)
Value$1.5M (-$34.5K)
Filed 2026-10-21
Hoxton Planning & Management, LLC
INCREASED
Shares1,261 from 1,255
Change+6 (+0%)
Value$1.5M (-$46.2K)
Filed 2026-10-15
Richards, Merrill & Peterson, Inc.
INCREASED
Shares1,255 from 1,156
Change+99 (+9%)
Value$1.5M (+$65.7K)
Filed 2026-10-19
JB Capital LLC
DECREASED
Shares1,255 from 1,280
Change-25 (-2%)
Value$1.5M (-$84.1K)
Filed 2026-10-19
Financial Council, LLC
INCREASED
Shares1,255 from 1,247
Change+8 (+1%)
Value$1.5M (-$43.5K)
Filed 2026-11-02
State of Wyoming
DECREASED
Shares1,253 from 1,327
Change-74 (-6%)
Value$1.4M (-$141.8K)
Filed 2026-10-28
Grey Ledge Advisors, LLC
DECREASED
Shares1,253 from 1,255
Change-2 (0%)
Value$1.4M (-$55.3K)
Filed 2026-11-02
Victrix Investment Advisors
DECREASED
Shares1,251 from 1,253
Change-2 (0%)
Value$1.4M (-$55.4K)
Filed 2026-10-13
Financial Consulate, Inc
INCREASED
Shares1,249 from 1,232
Change+17 (+1%)
Value$1.4M (-$31.8K)
Filed 2026-10-23
Corda Investment Management, Llc.
INCREASED
Shares1,248 from 1,216
Change+32 (+3%)
Value$1.4M (-$14.4K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares1,241 from 1,191
Change+50 (+4%)
Value$1.4K (+$7)
Filed 2026-10-27
Hummer Financial Advisory Services Inc
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$1.4M (-$52.6K)
Filed 2026-10-09
Arlington Trust Co LLC
INCREASED
Shares1,238 from 278
Change+960 (+345%)
Value$1.4M (+$1.1M)
Filed 2026-10-20
ASL Financial, LLC
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$1.4M (-$52.4K)
Filed 2026-10-15
Cache Advisors, LLC
DECREASED
Shares1,235 from 2,059
Change-824 (-40%)
Value$1.4M (-$1.0M)
Filed 2026-10-16
McLean Asset Management Corp
DECREASED
Shares1,231 from 1,420
Change-189 (-13%)
Value$1.7M (+$48.7K)
Filed 2026-11-06
Legacy Wealth Partners, LLC
INCREASED
Shares1,230 from 1,226
Change+4 (+0%)
Value$1.4M (-$47.3K)
Filed 2026-10-15
BankPlus Wealth Management LLC
INCREASED
Shares1,225 from 1,208
Change+17 (+1%)
Value$1.4M (-$28.8K)
Filed 2026-10-13
Chapman Financial Group, LLC
INCREASED
Shares1,222 from 700
Change+522 (+75%)
Value$1.4M (+$574.4K)
Filed 2026-10-26
Riversedge Advisors, LLC
INCREASED
Shares1,222 from 1,159
Change+63 (+5%)
Value$1.4M (+$23.8K)
Filed 2026-10-09
Redmond Asset Management, LLC
DECREASED
Shares1,222 from 1,282
Change-60 (-5%)
Value$1.4M (-$123.7K)
Filed 2026-10-27
Register Financial Advisors LLC
INCREASED
Shares1,222 from 1,219
Change+3 (+0%)
Value$1.4M (-$48.0K)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED
Shares1,219 from 1,195
Change+24 (+2%)
Value$1.4M (-$22.6K)
Filed 2026-10-19
One Wealth Capital Management, LLC
INCREASED
Shares1,218 from 758
Change+460 (+61%)
Value$1.4M (+$500.2K)
Filed 2026-10-23
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares1,213 from 1,227
Change-14 (-1%)
Value$1.4M (-$67.8K)
Filed 2026-10-06
Accel Wealth Management
DECREASED
Shares1,207 from 1,246
Change-39 (-3%)
Value$1.4M (-$99.0K)
Filed 2026-10-13
Wiregrass Investment Management LLC
INCREASED
Shares1,202 from 1,197
Change+5 (+0%)
Value$1.4M (-$45.3K)
Filed 2026-11-05
Thompson Davis & Co., Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$1.4M (-$50.8K)
Filed 2026-11-05
Global Trust Wealth Management LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$1.4M (-$50.8K)
Filed 2026-10-14
Providence First Trust Co
INCREASED
Shares1,198 from 1,058
Change+140 (+13%)
Value$1.4M (+$117.3K)
Filed 2026-11-02
Eubel Brady & Suttman Asset Management Inc
DECREASED
Shares1,195 from 2,616
Change-1,421 (-54%)
Value$1.4K (-$3.1M)
Filed 2026-11-04
Warren Street Wealth Advisors, LLC
DECREASED
Shares1,191 from 1,197
Change-6 (0%)
Value$1.4M (-$57.6K)
Filed 2026-11-04
Paulson Wealth Management Inc.
INCREASED
Shares1,190 from 1,118
Change+72 (+6%)
Value$1.4M (+$36.0K)
Filed 2026-11-02
Smith Thornton Advisors LLC
UNCHANGED
Shares1,189 from 1,189
Change0 (0%)
Value$1.4M (-$29.4K)
Filed 2026-10-16
Reston Wealth Management LLC
INCREASED
Shares1,188 from 1,092
Change+96 (+9%)
Value$1.4M (+$65.2K)
Filed 2026-10-29
Sulzberger Capital Advisors, Inc.
INCREASED
Shares1,187 from 907
Change+280 (+31%)
Value$1.4M (+$285.6K)
Filed 2026-10-20
University of Texas S AM Investment Management Co
INCREASED
Shares1,187 from 1,114
Change+73 (+7%)
Value$1.4M (+$37.3K)
Filed 2026-11-03
Godsey & Gibb, Inc
INCREASED
Shares1,186 from 1,185
Change+1 (+0%)
Value$1.4M (-$49.0K)
Filed 2026-10-14
Argos Wealth Advisors, LLC
DECREASED
Shares1,182 from 1,207
Change-25 (-2%)
Value$1.4M (-$80.0K)
Filed 2026-11-02
Capital Advisors Wealth Management, LLC
INCREASED
Shares1,180 from 1,082
Change+98 (+9%)
Value$1.4M (+$68.1K)
Filed 2026-10-09
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$1.4M (-$49.9K)
Filed 2026-10-30
Clearwater Capital Advisors, LLC
DECREASED
Shares1,177 from 1,287
Change-110 (-9%)
Value$1.4M (-$181.8K)
Filed 2026-11-06
Sherman Asset Management, Inc.
INCREASED
Shares1,175 from 657
Change+518 (+79%)
Value$1.4M (+$571.5K)
Filed 2026-11-05
Tranquility Partners, LLC
DECREASED
Shares1,175 from 1,511
Change-336 (-22%)
Value$1.4M (-$452.8K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares1,170 from 1,159
Change+11 (+1%)
Value$1.4M (-$35.9K)
Filed 2026-11-02
White Lighthouse Investment Management Inc.
INCREASED
Shares1,169 from 1,166
Change+3 (+0%)
Value$1.4M (-$45.9K)
Filed 2026-10-21
Sage Mountain Advisors LLC
DECREASED
Shares1,166 from 1,550
Change-384 (-25%)
Value$1.3M (-$510.0K)
Filed 2026-11-02
Tuttle Capital Management, LLC
INCREASED
Shares1,165 from 900
Change+265 (+29%)
Value$1.3M (+$268.5K)
Filed 2026-10-21
LeConte Wealth Management, LLC
INCREASED
Shares1,162 from 1,044
Change+118 (+11%)
Value$1.3M (+$92.3K)
Filed 2026-10-20
Invenio Wealth Partners LLC
DECREASED
Shares1,159 from 1,173
Change-14 (-1%)
Value$1.3M (-$65.9K)
Filed 2026-10-20
Oakmont Investment Advisors, Inc.
INCREASED
Shares1,156 from 1,058
Change+98 (+9%)
Value$1.3M (+$69.1K)
Filed 2026-10-21
Fusion Capital, LLC
INCREASED
Shares1,154 from 1,153
Change+1 (+0%)
Value$1.3M (-$47.4K)
Filed 2026-10-28
FAI Advisors, Inc.
INCREASED
Shares1,149 from 1,086
Change+63 (+6%)
Value$1.3M (+$26.9K)
Filed 2026-10-27
TritonPoint Partners, LLC
DECREASED
Shares1,148 from 4,225
Change-3,077 (-73%)
Value$1.3M (-$3.7M)
Filed 2026-11-05
Variant Private Wealth, LLC
INCREASED
Shares1,148 from 259
Change+889 (+343%)
Value$1.3M (+$1.0M)
Filed 2026-10-21
Beverly Hills Private Wealth, LLC
INCREASED
Shares1,147 from 994
Change+153 (+15%)
Value$1.3M (+$134.0K)
Filed 2026-11-04
First National Bank Sioux Falls
DECREASED
Shares1,147 from 1,157
Change-10 (-1%)
Value$1.3M (+$281.3K)
Filed 2026-10-13
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares1,146 from 1,150
Change-4 (0%)
Value$1.3M (-$52.6K)
Filed 2026-10-13
Altrius Capital Management Inc
DECREASED
Shares1,136 from 1,173
Change-37 (-3%)
Value$1.3M (-$92.5K)
Filed 2026-11-05
Smith Chas P & Associates PA Cpas
DECREASED
Shares1,134 from 1,277
Change-143 (-11%)
Value$1.4M (-$106.2K)
Filed 2026-10-22
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares1,133 from 1,132
Change+1 (+0%)
Value$1.3M (-$47.7K)
Filed 2026-10-08
JGP Global Gestao de Recursos Ltda.
INCREASED
Shares1,130 from 1,098
Change+32 (+3%)
Value$1.3M (-$9.5K)
Filed 2026-10-16
Tanager Wealth Management LLP
INCREASED
Shares1,128 from 610
Change+518 (+85%)
Value$1.3M (+$573.5K)
Filed 2026-10-19
McNaughton Wealth Management, LLC
INCREASED
Shares1,124 from 1,082
Change+42 (+4%)
Value$1.3M (+$2.8K)
Filed 2026-10-09
Warner Financial, Inc
UNCHANGED
Shares1,124 from 1,124
Change0 (0%)
Value$1.3M (-$47.6K)
Filed 2026-11-06
J. Derek Lewis & Associates Inc.
DECREASED
Shares1,123 from 1,137
Change-14 (-1%)
Value$1.3M (-$64.6K)
Filed 2026-11-03
Meridian Financial Partners LLC
INCREASED
Shares1,121 from 1,114
Change+7 (+1%)
Value$1.4M (+$113.9K)
Filed 2026-10-23
OmniStar Financial Group, Inc.
INCREASED
Shares1,120 from 184
Change+936 (+509%)
Value$1.3M (+$1.1M)
Filed 2026-10-26
Eagle Wealth Advisors LLC
INCREASED
Shares1,110 from 1,097
Change+13 (+1%)
Value$1.3M (-$31.4K)
Filed 2026-10-20
Lazari Capital Management, Inc.
DECREASED
Shares1,110 from 1,119
Change-9 (-1%)
Value$1.3M (-$57.6K)
Filed 2026-10-20
eCIO, Inc.
DECREASED
Shares1,109 from 1,172
Change-63 (-5%)
Value$1.3M (-$122.1K)
Filed 2026-11-02
Embree Financial Group
INCREASED
Shares1,106 from 1,093
Change+13 (+1%)
Value$1.3M (-$31.9K)
Filed 2026-10-22
Hansen & Associates Financial Group, Inc.
INCREASED
Shares1,104 from 945
Change+159 (+17%)
Value$1.3M (+$157.2K)
Filed 2026-11-09
Northwest Wealth Management, LLC
INCREASED
Shares1,104 from 1,029
Change+75 (+7%)
Value$1.3M (+$43.2K)
Filed 2026-10-30
Vista Capital Partners, Inc.
INCREASED
Shares1,103 from 956
Change+147 (+15%)
Value$1.3M (+$129.6K)
Filed 2026-11-06
Grey Fox Wealth Advisors, LLC
DECREASED
Shares1,102 from 1,189
Change-87 (-7%)
Value$1.3M (-$151.7K)
Filed 2026-11-03
Lynch Asset Management, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$1.3M (-$46.6K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
DECREASED
Shares1,099 from 1,487
Change-388 (-26%)
Value$1.3M (-$511.9K)
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares1,099 from 1,208
Change-109 (-9%)
Value$1.3M (-$177.3K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
DECREASED
Shares1,098 from 1,214
Change-116 (-10%)
Value$1.3M (-$185.8K)
Filed 2026-10-20
Lakeshore Capital Group, Inc.
INCREASED
Shares1,097 from 1,046
Change+51 (+5%)
Value$1.3M (+$14.6K)
Filed 2026-10-20
Corundum Trust Company, Inc
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$1.3M (-$46.4K)
Filed 2026-10-29
Bernardo Wealth Planning LLC
INCREASED
Shares1,094 from 478
Change+616 (+129%)
Value$1.3M (+$691.0K)
Filed 2026-10-23
SMI Advisory Services, LLC
INCREASED
Shares1,092 from 1,090
Change+2 (+0%)
Value$1.3M (-$20.7K)
Filed 2026-10-13
Altura Wealth Advisors Inc.
INCREASED
Shares1,090 from 991
Change+99 (+10%)
Value$1.3M (+$73.0K)
Filed 2026-10-22
Waterway Wealth Management, LLC
INCREASED
Shares1,089 from 1,004
Change+85 (+8%)
Value$1.3M (+$55.7K)
Filed 2026-10-28
GW Henssler & Associates LTD
INCREASED
Shares1,088 from 1,085
Change+3 (+0%)
Value$1.3M (-$42.5K)
Filed 2026-10-26
Capstone Wealth Management, LLC
DECREASED
Shares1,087 from 1,096
Change-9 (-1%)
Value$1.3M (-$56.8K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares1,086 from 809
Change+277 (+34%)
Value$1.3M (+$285.4K)
Filed 2026-11-03
TrueWealth Advisors, LLC
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$1.3M (-$45.9K)
Filed 2026-10-09
Paragon Capital Management Ltd
DECREASED
Shares1,085 from 1,214
Change-129 (-11%)
Value$1.3M (-$200.4K)
Filed 2026-10-09
Pittenger & Anderson Inc
INCREASED
Shares1,084 from 1,077
Change+7 (+1%)
Value$1.3M (-$37.5K)
Filed 2026-11-02
Miller Financial Services LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$1.3M (-$45.5K)
Filed 2026-10-20
Thor Trading Advisors, LLC
NEW
Shares1,083
Change+1,083
Value$1.3M
Filed 2026-11-05
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,083 from 976
Change+107 (+11%)
Value$1.3M (+$82.2K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares1,080 from 1,025
Change+55 (+5%)
Value$1.2M (+$20.3K)
Filed 2026-10-20
Long Island Wealth Management, Inc.
INCREASED
Shares1,077 from 1,037
Change+40 (+4%)
Value$1.2M (+$2.4K)
Filed 2026-10-20
San Luis Wealth Advisors LLC
DECREASED
Shares1,075 from 1,089
Change-14 (-1%)
Value$1.2M (-$61.5K)
Filed 2026-10-27
HighRoad Wealth Advisors, LLC
DECREASED
Shares1,070 from 1,078
Change-8 (-1%)
Value$1.2M (-$54.9K)
Filed 2026-10-14
Redwood Family Wealth LLC
INCREASED
Shares1,069 from 1,046
Change+23 (+2%)
Value$1.2M (-$18.8K)
Filed 2026-10-20
Prairie Advisory, LLC
INCREASED
Shares1,068 from 533
Change+535 (+100%)
Value$1.2M (+$595.9K)
Filed 2026-10-19
Sunpointe, LLC
DECREASED
Shares1,066 from 1,268
Change-202 (-16%)
Value$1.2M (-$287.4K)
Filed 2026-10-22
Exchange Bank
DECREASED
Shares1,064 from 1,091
Change-27 (-2%)
Value$1.2M (-$77.4K)
Filed 2026-10-07
Fingerlakes Wealth Management, Inc.
INCREASED
Shares1,063 from 1,059
Change+4 (+0%)
Value$1.2M (-$40.9K)
Filed 2026-11-04
Alhambra Investment Management LLC
DECREASED
Shares1,062 from 1,067
Change-5 (0%)
Value$1.2M (-$51.0K)
Filed 2026-10-15
Hamilton Capital, LLC
INCREASED
Shares1,061 from 1,006
Change+55 (+5%)
Value$1.2M (+$21.2K)
Filed 2026-10-08
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares1,061 from 1,115
Change-54 (-5%)
Value$1.2M (-$109.7K)
Filed 2026-10-22
RW Investment Management LLC
INCREASED
Shares1,060 from 1,035
Change+25 (+2%)
Value$1.2M (-$14.9K)
Filed 2026-11-03
Elevation Wealth Management LLC
DECREASED
Shares1,059 from 1,082
Change-23 (-2%)
Value$1.2M (-$72.3K)
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
DECREASED
Shares1,056 from 1,070
Change-14 (-1%)
Value$1.2M (-$61.5K)
Filed 2026-11-05
Briaud Financial Planning Inc
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$1.2M (-$44.7K)
Filed 2026-10-20
HMV Wealth Advisors, LLC
INCREASED
Shares1,055 from 948
Change+107 (+11%)
Value$1.2M (+$83.7K)
Filed 2026-10-27
Missouri Trust & Investment Co
DECREASED
Shares1,052 from 1,121
Change-69 (-6%)
Value$1.2M (-$70.9K)
Filed 2026-11-04
Acorn Creek Capital LLC
DECREASED
Shares1,051 from 1,059
Change-8 (-1%)
Value$1.2M (-$54.2K)
Filed 2026-11-05
Connecticut Capital Management Group, LLC
INCREASED
Shares1,048 from 1,039
Change+9 (+1%)
Value$1.2M (-$33.6K)
Filed 2026-10-29
Power Wealth Management LLC
DECREASED
Shares1,048 from 1,052
Change-4 (0%)
Value$1.2M (-$49.2K)
Filed 2026-10-27
Centerpoint Advisors, LLC
INCREASED
Shares1,046 from 817
Change+229 (+28%)
Value$1.2K (-$978.8K)
Filed 2026-11-05
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$1.2M (-$44.2K)
Filed 2026-10-21
Promethium Advisors,llc
INCREASED
Shares1,042 from 1,000
Change+42 (+4%)
Value$1.2M (+$6.2K)
Filed 2026-10-19
Lifelong Wealth Advisors, Inc.
DECREASED
Shares1,041 from 1,189
Change-148 (-12%)
Value$1.2M (-$221.6K)
Filed 2026-10-19
Culbertson A N & Co Inc
INCREASED
Shares1,040 from 1,035
Change+5 (+0%)
Value$1.2M (-$38.0K)
Filed 2026-10-21
Aletheian Wealth Advisors LLC
INCREASED
Shares1,039 from 1,021
Change+18 (+2%)
Value$1.2M (-$22.4K)
Filed 2026-10-08
Kelleher Financial Advisors
DECREASED
Shares1,035 from 2,498
Change-1,463 (-59%)
Value$1.2M (-$1.8M)
Filed 2026-10-30
Seelaus Asset Management LLC
INCREASED
Shares1,034 from 663
Change+371 (+56%)
Value$1.1M (+$301.3K)
Filed 2026-10-14
Arsenal Capital Advisors LLC
INCREASED
Shares1,034 from 1,006
Change+28 (+3%)
Value$1.2M (-$10.2K)
Filed 2026-11-02
Kentucky Trust Co
INCREASED
Shares1,033 from 1,023
Change+10 (+1%)
Value$1.2M (-$31.8K)
Filed 2026-10-15
WealthPLAN Partners, LLC
INCREASED
Shares1,030 from 785
Change+245 (+31%)
Value$1.2M (+$250.3K)
Filed 2026-10-15
Peoples Bank
INCREASED
Shares1,028 from 873
Change+155 (+18%)
Value$1.2M (+$142.4K)
Filed 2026-10-26
Monarch Capital Management Inc
DECREASED
Shares1,028 from 1,108
Change-80 (-7%)
Value$1.2M (-$139.5K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares1,027 from 903
Change+124 (+14%)
Value$1.2M (+$104.4K)
Filed 2026-10-08
New Perspectives, Inc
INCREASED
Shares1,021 from 1,014
Change+7 (+1%)
Value$1.2M (-$34.8K)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
INCREASED
Shares1,019 from 697
Change+322 (+46%)
Value$1.2M (+$343.1K)
Filed 2026-10-30
Atwater Malick LLC
INCREASED
Shares1,018 from 1,015
Change+3 (+0%)
Value$1.2M (-$39.5K)
Filed 2026-10-15
Curat Global, LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$1.2M (-$43.0K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
INCREASED
Shares1,014 from 968
Change+46 (+5%)
Value$1.2M (+$12.2K)
Filed 2026-10-22
Thoma Capital Management LLC
DECREASED
Shares1,014 from 1,042
Change-28 (-3%)
Value$1.2M (-$76.9K)
Filed 2026-10-19
Patriot Investment Management Group, Inc.
DECREASED
Shares1,013 from 1,050
Change-37 (-4%)
Value$1.2M (-$87.3K)
Filed 2026-10-15
Luts & Greenleigh Group, Inc.
DECREASED
Shares1,011 from 1,033
Change-22 (-2%)
Value$1.2M (-$69.2K)
Filed 2026-11-05
NewSquare Capital LLC
INCREASED
Shares1,010 from 836
Change+174 (+21%)
Value$1.2M (+$165.9K)
Filed 2026-11-06
GenTrust, LLC
INCREASED
Shares1,010 from 885
Change+125 (+14%)
Value$1.2M (+$107.2K)
Filed 2026-11-06
Silver Grove Financial Group, Inc.
INCREASED
Shares1,008 from 988
Change+20 (+2%)
Value$1.2M (-$18.6K)
Filed 2026-11-05
Fulcrum Equity Management
INCREASED
Shares1,006 from 836
Change+170 (+20%)
Value$1.2M (+$161.9K)
Filed 2026-10-21
Seven Mile Advisory
DECREASED
Shares1,006 from 1,085
Change-79 (-7%)
Value$1.2M (-$137.4K)
Filed 2026-10-22
D.B. Root & Company, LLC
INCREASED
Shares1,006 from 968
Change+38 (+4%)
Value$1.2M (+$3.0K)
Filed 2026-11-04
Heritage Wealth Management, Inc.
DECREASED
Shares1,006 from 1,008
Change-2 (0%)
Value$1.2M (-$45.0K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
INCREASED
Shares1,005 from 787
Change+218 (+28%)
Value$1.2M (+$218.9K)
Filed 2026-11-03
Opal Wealth Advisors, LLC
INCREASED
Shares1,004 from 786
Change+218 (+28%)
Value$1.2M (+$219.0K)
Filed 2026-10-16
Baron Wealth Management LLC
INCREASED
Shares1,004 from 941
Change+63 (+7%)
Value$1.2M (+$33.1K)
Filed 2026-10-27
Center for Financial Planning, Inc.
INCREASED
Shares1,002 from 995
Change+7 (+1%)
Value$1.2M (-$34.0K)
Filed 2026-10-26
Granite FO LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$1.2M (-$42.4K)
Filed 2026-10-14
Elevatus Welath Management
INCREASED
Shares999 from 917
Change+82 (+9%)
Value$1.2M (+$56.5K)
Filed 2026-10-19
Signature Wealth Management Partners, LLC
DECREASED
Shares999 from 1,024
Change-25 (-2%)
Value$1.2M (-$72.2K)
Filed 2026-10-21
Leisure Capital Management
DECREASED
Shares998 from 1,013
Change-15 (-1%)
Value$1.2M (-$60.3K)
Filed 2026-11-03
Global Trust Asset Management, LLC
INCREASED
Shares994 from 868
Change+126 (+15%)
Value$1.2M (+$109.0K)
Filed 2026-10-19
Ullmann Wealth Partners Group, LLC
INCREASED
Shares994 from 962
Change+32 (+3%)
Value$1.1M (-$4.3K)
Filed 2026-11-02
Tower Trust & Investment Co
DECREASED
Shares991 from 992
Change-1 (0%)
Value$1.1M (-$43.2K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares987 from 730
Change+257 (+35%)
Value$1.1M (+$266.6K)
Filed 2026-10-29
Ariadne Wealth Management, LP
DECREASED
Shares986 from 1,003
Change-17 (-2%)
Value$1.1M (-$62.1K)
Filed 2026-11-06
Capital Investment Counsel, Inc
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$1.1M (-$41.7K)
Filed 2026-10-20
Focused Alpha, LLC
INCREASED
Shares983 from 406
Change+577 (+142%)
Value$1.1M (+$650.7K)
Filed 2026-10-20
Cove Private Wealth, LLC
INCREASED
Shares982 from 925
Change+57 (+6%)
Value$1.1M (+$26.8K)
Filed 2026-10-28
Pekin Hardy Strauss, Inc.
INCREASED
Shares981 from 971
Change+10 (+1%)
Value$1.1M (-$29.6K)
Filed 2026-11-02
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares980 from 1,082
Change-102 (-9%)
Value$1.1M (-$163.8K)
Filed 2026-10-15
Unique Wealth, LLC
DECREASED
Shares978 from 1,029
Change-51 (-5%)
Value$1.1M (-$102.6K)
Filed 2026-10-16
Able Financial Group, LLC
INCREASED
Shares977 from 837
Change+140 (+17%)
Value$1.1M (+$126.5K)
Filed 2026-10-14
Sunburst Financial Group, LLC
INCREASED
Shares976 from 974
Change+2 (+0%)
Value$1.1M (-$38.9K)
Filed 2026-10-09
Lionshead Wealth Management, LLC
INCREASED
Shares974 from 969
Change+5 (+1%)
Value$1.1M (-$35.3K)
Filed 2026-10-21
Madson Wealth Advisors Inc
DECREASED
Shares972 from 986
Change-14 (-1%)
Value$1.1M (-$58.7K)
Filed 2026-10-13
Warwick Investment Management, Inc.
DECREASED
Shares971 from 1,024
Change-53 (-5%)
Value$1.1M (-$104.7K)
Filed 2026-10-19
MinichMacGregor Wealth Management, LLC
INCREASED
Shares968 from 808
Change+160 (+20%)
Value$1.1M (+$150.9K)
Filed 2026-10-14
City Center Advisors, LLC
INCREASED
Shares966 from 850
Change+116 (+14%)
Value$1.1M (+$98.2K)
Filed 2026-10-08
Collective Family Office LLC
DECREASED
Shares966 from 975
Change-9 (-1%)
Value$1.1M (-$51.7K)
Filed 2026-10-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares964 from 927
Change+37 (+4%)
Value$1.1M (+$3.8K)
Filed 2026-10-28
Core Wealth Partners LLC
DECREASED
Shares960 from 1,132
Change-172 (-15%)
Value$1.1M (-$246.8K)
Filed 2026-11-02
Granville Capital, Inc.
INCREASED
Shares960 from 916
Change+44 (+5%)
Value$1.1M (+$12.3K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
INCREASED
Shares958 from 766
Change+192 (+25%)
Value$1.1M (+$189.7K)
Filed 2026-11-02
New Hampshire Trust
INCREASED
Shares957 from 933
Change+24 (+3%)
Value$1.1M (-$11.7K)
Filed 2026-10-20
FC Advisory LLC
DECREASED
Shares955 from 993
Change-38 (-4%)
Value$1.1M (-$86.0K)
Filed 2026-10-05
Decision Investments, Inc
INCREASED
Shares955 from 954
Change+1 (+0%)
Value$1.1M (-$39.2K)
Filed 2026-10-07
Motive Wealth Advisors
INCREASED
Shares952 from 934
Change+18 (+2%)
Value$1.1M (-$18.7K)
Filed 2026-10-26
GSG Advisors LLC
INCREASED
Shares951 from 556
Change+395 (+71%)
Value$1.1M (+$433.5K)
Filed 2026-11-03
SLT Holdings LLC
DECREASED
Shares950 from 965
Change-15 (-2%)
Value$1.1M (-$58.1K)
Filed 2026-10-15
Bingham Private Wealth, LLC
INCREASED
Shares950 from 941
Change+9 (+1%)
Value$1.1M (-$29.4K)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
DECREASED
Shares950 from 953
Change-3 (0%)
Value$1.1M (-$36.7K)
Filed 2026-10-09
Values Added Financial LLC
DECREASED
Shares947 from 976
Change-29 (-3%)
Value$1.1M (-$74.9K)
Filed 2026-10-28
Ellis Investment Partners, LLC
INCREASED
Shares944 from 941
Change+3 (+0%)
Value$1.1M (-$36.7K)
Filed 2026-10-21
Beacon Financial Group
INCREASED
Shares943 from 740
Change+203 (+27%)
Value$1.1M (+$203.5K)
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
INCREASED
Shares943 from 884
Change+59 (+7%)
Value$1.1M (+$30.8K)
Filed 2026-10-19
Renaissance Investment Group LLC
INCREASED
Shares943 from 940
Change+3 (+0%)
Value$1.1M (-$36.3K)
Filed 2026-10-28
Purkiss Capital Advisors LLC
UNCHANGED
Shares939 from 939
Change0 (0%)
Value$1.1M (-$39.6K)
Filed 2026-11-06
Beacon Financial Strategies Corp
INCREASED
Shares938 from 801
Change+137 (+17%)
Value$1.1M (+$124.6K)
Filed 2026-10-14
Delta Wealth Advisors LLC
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$1.1M (-$39.6K)
Filed 2026-10-09
Legacy Edge Advisors, LLC
INCREASED
Shares931 from 921
Change+10 (+1%)
Value$1.1M (-$27.4K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares929 from 4,965
Change-4,036 (-81%)
Value$1.1M (-$4.9M)
Filed 2026-10-14
Churchill Financial Advisors, LLC
UNCHANGED
Shares929 from 929
Change0 (0%)
Value$1.1M (-$39.3K)
Filed 2026-10-20
Syverson Strege & Co
DECREASED
Shares928 from 932
Change-4 (0%)
Value$1.1M (-$44.1K)
Filed 2026-11-02
Virtue Capital Management, LLC
INCREASED
Shares926 from 660
Change+266 (+40%)
Value$1.1M (+$286.8K)
Filed 2026-10-29
Financial Management Professionals, Inc.
DECREASED
Shares926 from 933
Change-7 (-1%)
Value$1.1M (-$47.6K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED
Shares921 from 839
Change+82 (+10%)
Value$1.1M (+$60.0K)
Filed 2026-11-04
Mount Vernon Associates Inc
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$1.1K (-$1.1M)
Filed 2026-10-26
DecisionMap Wealth Management, LLC
DECREASED
Shares919 from 942
Change-23 (-2%)
Value$1.1M (-$66.5K)
Filed 2026-10-29
Arvest Investments, Inc.
INCREASED
Shares919 from 918
Change+1 (+0%)
Value$1.1M (-$37.7K)
Filed 2026-10-21
Jeter Robert S II
INCREASED
Shares916 from 445
Change+471 (+106%)
Value$1.1M (+$538.6K)
Filed 2026-10-16
Ryan Investment Management, Inc.
INCREASED
Shares915 from 909
Change+6 (+1%)
Value$1.1M (-$31.6K)
Filed 2026-10-20
Lake Hills Wealth Management, LLC
NEW
Shares914
Change+914
Value$1.1M
Filed 2026-10-07
Palacios Wealth Management, LLC
INCREASED
Shares914 from 836
Change+78 (+9%)
Value$1.1M (+$54.8K)
Filed 2026-11-04
Avantra Family Wealth, Inc.
INCREASED
Shares914 from 868
Change+46 (+5%)
Value$1.1M (+$16.4K)
Filed 2026-10-20
Center For Asset Management LLC
DECREASED
Shares913 from 946
Change-33 (-3%)
Value$1.1M (-$78.4K)
Filed 2026-10-16
Greenwood Gearhart LLC
DECREASED
Shares913 from 939
Change-26 (-3%)
Value$1.1M (-$69.9K)
Filed 2026-11-02
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares912 from 905
Change+7 (+1%)
Value$1.1M (-$30.1K)
Filed 2026-10-09
Family Capital Management, Inc.
INCREASED
Shares911 from 865
Change+46 (+5%)
Value$1.1M (+$16.5K)
Filed 2026-11-03
TFC Financial Management, Inc.
INCREASED
Shares911 from 877
Change+34 (+4%)
Value$1.1M (+$2.2K)
Filed 2026-10-26
Private Client Services, LLC
INCREASED
Shares911 from 881
Change+30 (+3%)
Value$1.1M (-$2.5K)
Filed 2026-10-02
JFS Wealth Advisors, LLC
INCREASED
Shares910 from 901
Change+9 (+1%)
Value$1.1M (-$28.4K)
Filed 2026-11-03
Clear Wave Wealth Management LLC
INCREASED
Shares908 from 884
Change+24 (+3%)
Value$1.1M (-$9.7K)
Filed 2026-11-04
Detalus Advisors, LLC
INCREASED
Shares907 from 872
Change+35 (+4%)
Value$1.0M (+$4.1K)
Filed 2026-10-15
Guardian Financial Partners, LLC
INCREASED
Shares905 from 555
Change+350 (+63%)
Value$1.0M (+$382.0K)
Filed 2026-11-04
Jm2 Capital Inc.
DECREASED
Shares904 from 905
Change-1 (0%)
Value$1.0M (-$39.4K)
Filed 2026-10-14
David J Yvars Group
INCREASED
Shares903 from 893
Change+10 (+1%)
Value$1.0M (-$26.1K)
Filed 2026-10-09
First United Bank & Trust
DECREASED
Shares903 from 905
Change-2 (0%)
Value$1.0M (-$40.6K)
Filed 2026-10-22
Merited Wealth, LLC
DECREASED
Shares902 from 905
Change-3 (0%)
Value$1.0M (-$41.8K)
Filed 2026-10-13
M. Kraus & Co
UNCHANGED
Shares901 from 901
Change0 (0%)
Value$1.0M (-$38.2K)
Filed 2026-10-20
Willner & Heller, LLC
DECREASED
Shares900 from 917
Change-17 (-2%)
Value$1.0M (-$58.1K)
Filed 2026-10-28
Independent Solutions Wealth Management, LLC
DECREASED
Shares900 from 912
Change-12 (-1%)
Value$1.0M (-$52.5K)
Filed 2026-10-28
Pacific Park Financial, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$1.0M (-$38.1K)
Filed 2026-10-13
Yardley Wealth Management LLC
NEW
Shares899
Change+899
Value$1.0M
Filed 2026-10-23
Legacy Capital Wealth Partners, LLC
INCREASED
Shares899 from 897
Change+2 (+0%)
Value$1.0M (-$36.4K)
Filed 2026-10-21
Altiora Financial Group, LLC
UNCHANGED
Shares898 from 898
Change0 (0%)
Value$1.0M (-$38.0K)
Filed 2026-11-04
Tilia Fiduciary Partners, Inc.
DECREASED
Shares897 from 928
Change-31 (-3%)
Value$1.0M (-$75.0K)
Filed 2026-10-09
Hartford Financial Management Inc.
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$1.0M (-$37.9K)
Filed 2026-10-21
MBE Wealth Management, LLC
INCREASED
Shares893 from 887
Change+6 (+1%)
Value$1.0M (-$30.6K)
Filed 2026-10-26
OAK Family Advisors, LLC
DECREASED
Shares892 from 907
Change-15 (-2%)
Value$1.0M (-$55.8K)
Filed 2026-10-19
Cambridge Financial Group, LLC
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-06
O'Brien Greene & Co. Inc
DECREASED
Shares885 from 925
Change-40 (-4%)
Value$1.0M (-$85.5K)
Filed 2026-11-05
Invested Advisors
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$1.0M (-$37.5K)
Filed 2026-10-23
R2 Capital Strategies, LLC
DECREASED
Shares884 from 924
Change-40 (-4%)
Value$1.0M (-$85.8K)
Filed 2026-10-15
Crumly & Associates Inc.
INCREASED
Shares882 from 793
Change+89 (+11%)
Value$1.0M (+$69.4K)
Filed 2026-10-07
Regatta Capital Group, LLC
INCREASED
Shares880 from 863
Change+17 (+2%)
Value$1.0M (-$17.1K)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
DECREASED
Shares876 from 879
Change-3 (0%)
Value$1.0M (-$40.7K)
Filed 2026-10-14
Leslie Global Wealth, LLC
INCREASED
Shares874 from 869
Change+5 (+1%)
Value$1.0M (-$31.0K)
Filed 2026-10-26
Piedmont Capital Management, LLC
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$1.0M (-$36.9K)
Filed 2026-10-21
Patton Albertson Miller Group, LLC
DECREASED
Shares870 from 876
Change-6 (-1%)
Value$1.0M (-$44.0K)
Filed 2026-10-26
Quantum Financial Partners LLC
INCREASED
Shares869 from 658
Change+211 (+32%)
Value$1.0M (+$215.3K)
Filed 2026-10-19
Trust Co of the South
INCREASED
Shares869 from 862
Change+7 (+1%)
Value$1.0M (-$28.4K)
Filed 2026-10-21
Greenfield Savings Bank
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$1.0M (-$36.8K)
Filed 2026-10-07
Sentinel Pension Advisors, LLC
INCREASED
Shares867 from 748
Change+119 (+16%)
Value$1.0M (+$121.2K)
Filed 2026-11-02
Key FInancial Inc
INCREASED
Shares865 from 824
Change+41 (+5%)
Value$1.0M (+$12.5K)
Filed 2026-11-02
Advantage Trust Co
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$1.0M (-$36.6K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
INCREASED
Shares864 from 792
Change+72 (+9%)
Value$998.7K (+$48.6K)
Filed 2026-11-05
Lodestar Private Asset Management LLC
DECREASED
Shares864 from 881
Change-17 (-2%)
Value$999.4K (-$57.0K)
Filed 2026-10-26
AGH Wealth Advisors, LLC
DECREASED
Shares864 from 875
Change-11 (-1%)
Value$999.7K (-$49.8K)
Filed 2026-10-26
Jessup Wealth Management, Inc
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$1.0M (-$36.3K)
Filed 2026-10-20
Barrett & Company, Inc.
DECREASED
Shares862 from 984
Change-122 (-12%)
Value$997.7K (-$182.1K)
Filed 2026-10-22
MRA Advisory Group
INCREASED
Shares859 from 292
Change+567 (+194%)
Value$994.0K (+$643.9K)
Filed 2026-10-07
Armstrong, Fleming & Moore, Inc
DECREASED
Shares859 from 929
Change-70 (-8%)
Value$994.5K (-$120.4K)
Filed 2026-10-28
Morton Capital Management LLC
DECREASED
Shares859 from 905
Change-46 (-5%)
Value$993.9K (-$91.3K)
Filed 2026-10-23
Councilmark Asset Management, LLC
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$990.5K (-$36.3K)
Filed 2026-10-20
Ejmk Ventures LLC
INCREASED
Shares851 from 752
Change+99 (+13%)
Value$984.8K (+$82.7K)
Filed 2026-10-21
Worthington Financial Partners, LLC
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$982.4K (-$36.0K)
Filed 2026-10-13
Uniting Wealth Partners, LLC
INCREASED
Shares848 from 794
Change+54 (+7%)
Value$981.6K (+$28.9K)
Filed 2026-11-06
Mach-1 Financial Group, LLC
DECREASED
Shares847 from 958
Change-111 (-12%)
Value$980.0K (-$169.0K)
Filed 2026-11-06
Main Line Retirement Advisors, LLC
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$980.2K (-$35.9K)
Filed 2026-10-14
Financial Insights, Inc.
INCREASED
Shares846 from 817
Change+29 (+4%)
Value$978.9K (-$1.0K)
Filed 2026-10-27
Wespac Advisors SoCal, LLC
DECREASED
Shares845 from 858
Change-13 (-2%)
Value$977.7K (-$51.4K)
Filed 2026-10-13
Vanguard Capital Wealth Advisors
INCREASED
Shares840 from 735
Change+105 (+14%)
Value$971.9K (+$90.4K)
Filed 2026-10-16
IFG Advisors, LLC
INCREASED
Shares837 from 820
Change+17 (+2%)
Value$968.5K (-$15.0K)
Filed 2026-10-15
Wisconsin Wealth Advisors, LLC
NEW
Shares835
Change+835
Value$966.2K
Filed 2026-10-08
Kraematon Investment Advisors, Inc
INCREASED
Shares830 from 829
Change+1 (+0%)
Value$960.2K (-$34.4K)
Filed 2026-11-02
Trueblood Wealth Management, LLC
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$954.6K (-$34.8K)
Filed 2026-10-23
August Group Capital Ltd
INCREASED
Shares824 from 822
Change+2 (+0%)
Value$953.4K (-$32.5K)
Filed 2026-10-14
Lord & Richards Wealth Management, LLC
INCREASED
Shares822 from 590
Change+232 (+39%)
Value$951.0K (+$242.9K)
Filed 2026-10-14
Twelve Points Wealth Management LLC
DECREASED
Shares821 from 925
Change-104 (-11%)
Value$1.2M (+$54.3K)
Filed 2026-11-03
Richardson Financial Services Inc.
INCREASED
Shares821 from 733
Change+88 (+12%)
Value$950.0K (+$70.8K)
Filed 2026-10-30
J2 Capital Management Inc
DECREASED
Shares821 from 824
Change-3 (0%)
Value$949.6K (-$38.8K)
Filed 2026-10-19
Halter Ferguson Financial Inc.
DECREASED
Shares814 from 8,287
Change-7,473 (-90%)
Value$941.9K (-$9.0M)
Filed 2026-10-21
Samalin Investment Counsel, LLC
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$942.4K (-$34.0K)
Filed 2026-10-23
GEM Asset Management, LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$940.1K (-$34.3K)
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares811 from 725
Change+86 (+12%)
Value$938.4K (+$69.3K)
Filed 2026-10-20
Y.D. More Investments Ltd
DECREASED
Shares802 from 835
Change-33 (-4%)
Value$948.6K (-$25.4K)
Filed 2026-11-02
Cacti Asset Management LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$947.7K (-$11.8K)
Filed 2026-10-01
Tcfg Investment Advisors, LLC
INCREASED
Shares799 from 774
Change+25 (+3%)
Value$925.0K (-$3.4K)
Filed 2026-10-20
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares797 from 700
Change+97 (+14%)
Value$922.9K (+$82.9K)
Filed 2026-10-09
Owl Creek Wealth Partners LLC
DECREASED
Shares797 from 835
Change-38 (-5%)
Value$922.2K (-$79.3K)
Filed 2026-10-20
Birch Hill Investment Advisors LLC
DECREASED
Shares797 from 818
Change-21 (-3%)
Value$922.2K (-$58.9K)
Filed 2026-10-16
SilverOak Wealth Management LLC
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$922.2K (-$33.8K)
Filed 2026-10-29
First Premier Bank
INCREASED
Shares795 from 538
Change+257 (+48%)
Value$920 (+$275)
Filed 2026-10-13
Stonebridge Financial Group, LLC
INCREASED
Shares792 from 732
Change+60 (+8%)
Value$916.4K (+$38.4K)
Filed 2026-10-01
National Wealth Management Group, LLC
DECREASED
Shares792 from 803
Change-11 (-1%)
Value$916.7K (-$46.7K)
Filed 2026-10-26
Evanson Financial, LLC
INCREASED
Shares790 from 687
Change+103 (+15%)
Value$914.6K (+$90.6K)
Filed 2026-10-23
C2c Wealth Management, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$914.1K (-$33.5K)
Filed 2026-10-20
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares789 from 434
Change+355 (+82%)
Value$913.2K (+$392.5K)
Filed 2026-10-13
Green Ridge Wealth Planning LLC
DECREASED
Shares789 from 896
Change-107 (-12%)
Value$912.9K (-$161.8K)
Filed 2026-10-08
Commons Capital, LLC
INCREASED
Shares789 from 780
Change+9 (+1%)
Value$912.9K (-$22.9K)
Filed 2026-11-05
Code Waechter LLC
INCREASED
Shares788 from 710
Change+78 (+11%)
Value$911.6K (+$60.0K)
Filed 2026-10-23
Carson Advisory Inc.
DECREASED
Shares788 from 796
Change-8 (-1%)
Value$911.8K (-$43.0K)
Filed 2026-11-06
CJM Wealth Advisers, Ltd.
INCREASED
Shares786 from 730
Change+56 (+8%)
Value$909.6K (+$33.5K)
Filed 2026-10-27
WealthCare Asset Management, LLC
DECREASED
Shares784 from 1,218
Change-434 (-36%)
Value$906.9K (-$554.1K)
Filed 2026-10-26
Transcendent Capital Group LLC
DECREASED
Shares780 from 825
Change-45 (-5%)
Value$902.5K (-$87.0K)
Filed 2026-10-28
Avion Wealth
INCREASED
Shares780 from 772
Change+8 (+1%)
Value$902 (-$924.1K)
Filed 2026-11-04
Washburn Capital Management, Inc.
DECREASED
Shares779 from 842
Change-63 (-7%)
Value$901.9K (-$108.3K)
Filed 2026-10-19
Griffin Asset Management, Inc.
DECREASED
Shares779 from 825
Change-46 (-6%)
Value$901.5K (-$88.0K)
Filed 2026-10-22
Great Waters Wealth Management
DECREASED
Shares779 from 781
Change-2 (0%)
Value$901.5K (-$35.4K)
Filed 2026-10-07
Sterling Financial Planning, Inc.
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$899.4K (-$32.9K)
Filed 2026-10-28
Elevated Financial Group LLC
DECREASED
Shares776 from 986
Change-210 (-21%)
Value$898.4K (-$284.8K)
Filed 2026-10-16
Benin Management Corp
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$896.7K (-$32.8K)
Filed 2026-10-22
Letson Investment Management, Inc.
NEW
Shares774
Change+774
Value$895.6K
Filed 2026-11-05
St. Louis Trust Co
UNCHANGED
Shares773 from 773
Change0 (0%)
Value$894.4K (-$2.0M)
Filed 2026-11-03
Nexus Investment Management ULC
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$889.8K (-$32.6K)
Filed 2026-10-27
Vestia Personal Wealth Advisors
INCREASED
Shares768 from 755
Change+13 (+2%)
Value$888.6K (-$17.0K)
Filed 2026-10-20
Randall & Associates Wealth Management
DECREASED
Shares765 from 803
Change-38 (-5%)
Value$885.2K (-$78.0K)
Filed 2026-10-20
Vilga Financial Planning LLC
INCREASED
Shares764 from 738
Change+26 (+4%)
Value$884.0K (-$1.2K)
Filed 2026-10-09
Rosenberg Matthew Hamilton
INCREASED
Shares764 from 748
Change+16 (+2%)
Value$884.0K (-$13.2K)
Filed 2026-10-05
Wedge Capital Management L L P
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$884.0K (-$32.4K)
Filed 2026-10-13
Members Wealth LLC
INCREASED
Shares762 from 741
Change+21 (+3%)
Value$905.9K (+$17.3K)
Filed 2026-10-20
LifeWealth Investments, LLC
DECREASED
Shares761 from 768
Change-7 (-1%)
Value$881.0K (-$40.2K)
Filed 2026-10-21
Wealth Effects LLC
INCREASED
Shares758 from 742
Change+16 (+2%)
Value$877.0K (-$12.9K)
Filed 2026-10-23
Peterson Wealth Advisors, LLC
INCREASED
Shares758 from 755
Change+3 (+0%)
Value$877.4K (-$28.4K)
Filed 2026-10-08
Englebert Financial Advisers, LLC
NEW
Shares757
Change+757
Value$875.5K
Filed 2026-10-20
Cypress Capital, LLC
INCREASED
Shares756 from 746
Change+10 (+1%)
Value$874.8K (-$20.0K)
Filed 2026-10-20
PCG Asset Management, LLC
INCREASED
Shares754 from 454
Change+300 (+66%)
Value$872.4K (+$327.9K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares754 from 699
Change+55 (+8%)
Value$872.2K (+$34.2K)
Filed 2026-10-16
Banyan Capital Management, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$867.8K (-$31.8K)
Filed 2026-11-05
IMZ Advisory Inc
INCREASED
Shares749 from 748
Change+1 (+0%)
Value$866.5K (-$30.3K)
Filed 2026-11-03
CV Advisors LLC
NEW
Shares748
Change+748
Value$865.5K
Filed 2026-10-13
ProCore Advisors, LLC
DECREASED
Shares748 from 756
Change-8 (-1%)
Value$866.1K (-$42.0K)
Filed 2026-10-14
Mcdaniel Terry & Co
DECREASED
Shares748 from 749
Change-1 (0%)
Value$865.5K (-$32.9K)
Filed 2026-11-05
Legacy Financial Strategies, LLC
DECREASED
Shares747 from 844
Change-97 (-11%)
Value$864.8K (-$148.0K)
Filed 2026-10-15
Quartz Partners, LLC
INCREASED
Shares747 from 688
Change+59 (+9%)
Value$864.6K (+$39.4K)
Filed 2026-11-03
Anchor Capital Advisors LLC
INCREASED
Shares746 from 721
Change+25 (+3%)
Value$863.2K (-$1.6K)
Filed 2026-11-05
Ticino Wealth
DECREASED
Shares746 from 764
Change-18 (-2%)
Value$863.2K (-$53.2K)
Filed 2026-10-13
Oakwell Private Wealth Management, LLC
INCREASED
Shares744 from 727
Change+17 (+2%)
Value$860.9K (-$11.1K)
Filed 2026-11-06
TruNorth Capital Management, LLC
INCREASED
Shares742 from 628
Change+114 (+18%)
Value$858.6K (+$105.3K)
Filed 2026-10-14
Tortuga Wealth Management, Inc
INCREASED
Shares741 from 630
Change+111 (+18%)
Value$857.4K (+$101.8K)
Filed 2026-10-27
Whelan Financial
INCREASED
Shares740 from 602
Change+138 (+23%)
Value$856.6K (+$134.2K)
Filed 2026-10-28
Burk Holdings LLC
INCREASED
Shares735 from 700
Change+35 (+5%)
Value$850.5K (+$10.9K)
Filed 2026-11-05
ERn Financial, LLC
INCREASED
Shares735 from 723
Change+12 (+2%)
Value$850.7K (-$16.5K)
Filed 2026-10-28
Chemistry Wealth Management LLC
INCREASED
Shares732 from 714
Change+18 (+3%)
Value$847.0K (-$9.4K)
Filed 2026-10-16
Sage Capital Management, LLC
INCREASED
Shares732 from 730
Change+2 (+0%)
Value$848.1K (-$30.0K)
Filed 2026-10-20
Sidoxia Capital Management, LLC
INCREASED
Shares731 from 718
Change+13 (+2%)
Value$846.2K (-$15.0K)
Filed 2026-10-28
XY Planning Network, Inc.
INCREASED
Shares730 from 455
Change+275 (+60%)
Value$844.8K (+$299.0K)
Filed 2026-10-14
Weaver Consulting Group
INCREASED
Shares728 from 551
Change+177 (+32%)
Value$842.4K (+$181.5K)
Filed 2026-10-07
Paladin Wealth, LLC
INCREASED
Shares728 from 677
Change+51 (+8%)
Value$841.8K (+$29.8K)
Filed 2026-10-23
Intelligence Driven Advisers, LLC
INCREASED
Shares725 from 661
Change+64 (+10%)
Value$838.9K (+$46.1K)
Filed 2026-10-09
Clearwave Capital, LLC
INCREASED
Shares725 from 663
Change+62 (+9%)
Value$839.4K (+$43.6K)
Filed 2026-10-27
Tsfg, LLC
DECREASED
Shares723 from 962
Change-239 (-25%)
Value$836 (-$1.2M)
Filed 2026-10-23
MPS Loria Financial Planners, LLC
DECREASED
Shares722 from 723
Change-1 (0%)
Value$835.1K (-$32.0K)
Filed 2026-10-14
Family Investment Center, Inc.
INCREASED
Shares721 from 521
Change+200 (+38%)
Value$834.1K (+$209.1K)
Filed 2026-10-19
Gallacher Capital Management LLC
INCREASED
Shares719 from 532
Change+187 (+35%)
Value$832.2K (+$194.2K)
Filed 2026-10-30
Alpha Zero LLC
INCREASED
Shares719 from 560
Change+159 (+28%)
Value$831.6K (+$176.9K)
Filed 2026-11-06
Tactive Advisors, LLC
DECREASED
Shares719 from 756
Change-37 (-5%)
Value$832.3K (-$74.6K)
Filed 2026-10-08
IFS Advisors, LLC
INCREASED
Shares718 from 10
Change+708 (+7080%)
Value$831.4K (+$819.4K)
Filed 2026-10-14
Retirement Solution LLC
INCREASED
Shares718 from 412
Change+306 (+74%)
Value$830.7K (+$336.4K)
Filed 2026-10-27
Brown Wealth Management, LLC
INCREASED
Shares718 from 461
Change+257 (+56%)
Value$830.2K (+$277.3K)
Filed 2026-10-20
Cherrydale Wealth Management, LLC
DECREASED
Shares716 from 717
Change-1 (0%)
Value$828.2K (-$31.5K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED
Shares715 from 584
Change+131 (+22%)
Value$827.3K (+$126.8K)
Filed 2026-10-29
Walker Asset Management, LLC
INCREASED
Shares713 from 671
Change+42 (+6%)
Value$825.3K (+$20.1K)
Filed 2026-10-13
Coyle Financial Counsel LLC
DECREASED
Shares713 from 740
Change-27 (-4%)
Value$825.0K (-$62.5K)
Filed 2026-10-28
Sutton Place Investors LLC
INCREASED
Shares711 from 688
Change+23 (+3%)
Value$822.7K (-$2.5K)
Filed 2026-10-20
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares709 from 661
Change+48 (+7%)
Value$820.1K (+$27.6K)
Filed 2026-10-15
Voisard Asset Management Group, Inc.
INCREASED
Shares707 from 612
Change+95 (+16%)
Value$818.0K (+$84.3K)
Filed 2026-10-13
CWS Financial Advisors, LLC
INCREASED
Shares706 from 705
Change+1 (+0%)
Value$816.9K (-$29.1K)
Filed 2026-10-16
Old Mission Investment Co LLC
INCREASED
Shares703 from 474
Change+229 (+48%)
Value$813.4K (+$244.9K)
Filed 2026-10-22
Terril Brothers, Inc.
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$813.4K (-$29.8K)
Filed 2026-11-06
Zeit Capital LLC
DECREASED
Shares700 from 800
Change-100 (-12%)
Value$810.0K (-$149.6K)
Filed 2026-10-19
Hoertkorn Richard Charles
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$810.0K (-$29.6K)
Filed 2026-11-04
Wespac Advisors, LLC
DECREASED
Shares699 from 1,168
Change-469 (-40%)
Value$808.8K (-$592.1K)
Filed 2026-10-26
Eagle Bay Advisors LLC
DECREASED
Shares699 from 706
Change-7 (-1%)
Value$809.4K (-$38.0K)
Filed 2026-10-16
Zinnia Wealth Advisory, LLC
INCREASED
Shares698 from 489
Change+209 (+43%)
Value$807.5K (+$220.4K)
Filed 2026-11-06
Vaquero Private Wealth, LTD
DECREASED
Shares697 from 722
Change-25 (-3%)
Value$806.5K (-$59.5K)
Filed 2026-10-27
IVC Wealth Advisors LLC
DECREASED
Shares696 from 1,341
Change-645 (-48%)
Value$805.3K (-$803.1K)
Filed 2026-10-23
Landaas & Co
INCREASED
Shares695 from 278
Change+417 (+150%)
Value$804.2K (+$470.7K)
Filed 2026-10-29
Tributary Capital Management, LLC
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$804.2K (-$29.4K)
Filed 2026-10-28
Mcdonald Partners LLC
INCREASED
Shares692 from 678
Change+14 (+2%)
Value$800.7K (-$12.5K)
Filed 2026-11-03
Revisor Wealth Management LLC
DECREASED
Shares691 from 712
Change-21 (-3%)
Value$853.2K (-$1.1K)
Filed 2026-10-20
Client First Capital LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$798.4K (-$29.2K)
Filed 2026-10-22
Capital City Trust Co
DECREASED
Shares687 from 1,257
Change-570 (-45%)
Value$794.9K (-$712.8K)
Filed 2026-10-22
Nolet Wealth Management, LLC
DECREASED
Shares687 from 699
Change-12 (-2%)
Value$794.5K (-$43.5K)
Filed 2026-10-15
Powell Investment Advisors, LLC
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$790.3K (-$28.9K)
Filed 2026-10-22
Bigelow Investment Advisors, LLC
INCREASED
Shares680 from 639
Change+41 (+6%)
Value$786.8K (+$20.4K)
Filed 2026-10-13
TrueMark Investments, LLC
DECREASED
Shares680 from 691
Change-11 (-2%)
Value$786.8K (-$42.0K)
Filed 2026-11-05
Cypress Point Wealth Management, LLC
INCREASED
Shares676 from 637
Change+39 (+6%)
Value$782.2K (+$18.2K)
Filed 2026-11-03
Vertrix Wealth Management, LLC
DECREASED
Shares675 from 697
Change-22 (-3%)
Value$781.1K (-$54.9K)
Filed 2026-10-13
Cornerstone Wealth, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$859.6K (+$78.9K)
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares674 from 646
Change+28 (+4%)
Value$779.9K (+$5.0K)
Filed 2026-10-30
jvl associates llc
INCREASED
Shares674 from 655
Change+19 (+3%)
Value$779.9K (-$5.8K)
Filed 2026-10-09
Piar LLC
INCREASED
Shares673 from 553
Change+120 (+22%)
Value$778.7K (+$115.4K)
Filed 2026-10-21
Plan A Wealth LLC
INCREASED
Shares673 from 660
Change+13 (+2%)
Value$778.7K (-$12.9K)
Filed 2026-10-08
Financial Perspectives, Inc
INCREASED
Shares671 from 641
Change+30 (+5%)
Value$776.4K (+$7.6K)
Filed 2026-11-03
MFG Investments, LLC
NEW
Shares668
Change+668
Value$772.9K
Filed 2026-10-30
Stevens Capital Partners
INCREASED
Shares668 from 501
Change+167 (+33%)
Value$772.6K (+$171.8K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
INCREASED
Shares668 from 620
Change+48 (+8%)
Value$772.4K (+$28.4K)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares667 from 677
Change-10 (-1%)
Value$771.3K (-$38.8K)
Filed 2026-10-13
Gen-Wealth Partners Inc
DECREASED
Shares666 from 817
Change-151 (-18%)
Value$770.3K (-$209.2K)
Filed 2026-11-04
Shoker Investment Counsel, Inc.
DECREASED
Shares666 from 668
Change-2 (0%)
Value$771.3K (-$30.5K)
Filed 2026-11-04
Clark Asset Management, LLC
DECREASED
Shares665 from 756
Change-91 (-12%)
Value$769.3K (-$137.4K)
Filed 2026-10-19
Willow Creek Wealth Management Inc.
DECREASED
Shares663 from 706
Change-43 (-6%)
Value$767.1K (-$79.7K)
Filed 2026-10-26
Waystone Advisors LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$791.6K ($0)
Filed 2026-10-16
Leeward Financial Partners, LLC
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$762.5K (-$27.9K)
Filed 2026-10-23
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$763.0K (-$27.3K)
Filed 2026-11-03
GGM Financial LLC
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$759.5K (-$26.8K)
Filed 2026-11-05
Astra Wealth Partners LLC
INCREASED
Shares655 from 358
Change+297 (+83%)
Value$757.9K (+$328.5K)
Filed 2026-11-06
BetterWealth, LLC
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$756.5K (-$27.7K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares652
Change+652
Value$754.5K
Filed 2026-10-19
Richard P Slaughter Associates Inc
DECREASED
Shares652 from 684
Change-32 (-5%)
Value$754.9K (-$65.5K)
Filed 2026-10-13
Southland Equity Partners LLC
DECREASED
Shares650 from 693
Change-43 (-6%)
Value$751.7K (-$79.1K)
Filed 2026-10-14
Montgomery Investment Management Inc
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$752.1K (-$27.5K)
Filed 2026-10-26
Southern Michigan Bank & Trust
INCREASED
Shares649 from 640
Change+9 (+1%)
Value$750.9K (-$16.7K)
Filed 2026-10-19
Carmel Capital Partners, LLC
INCREASED
Shares649 from 647
Change+2 (+0%)
Value$750.9K (-$25.1K)
Filed 2026-11-03
MMA Asset Management LLC
INCREASED
Shares647 from 629
Change+18 (+3%)
Value$748.6K (-$5.8K)
Filed 2026-11-02
Bank of Stockton
DECREASED
Shares642 from 672
Change-30 (-4%)
Value$742.8K (-$63.2K)
Filed 2026-10-20
Tableaux LLC
INCREASED
Shares641 from 229
Change+412 (+180%)
Value$741.7K (+$467.0K)
Filed 2026-10-23
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares641 from 568
Change+73 (+13%)
Value$742.1K (+$60.6K)
Filed 2026-10-29
BNB Wealth Management, LLC
INCREASED
Shares641 from 616
Change+25 (+4%)
Value$741.5K (+$3.0K)
Filed 2026-10-28
Navigate Wealth Management, LLC
INCREASED
Shares641 from 633
Change+8 (+1%)
Value$756.5K (+$9.5K)
Filed 2026-10-14
Independent Wealth Network Inc.
INCREASED
Shares638 from 530
Change+108 (+20%)
Value$738.2K (+$102.5K)
Filed 2026-10-19
TCP Asset Management, LLC
INCREASED
Shares638 from 544
Change+94 (+17%)
Value$729.7K (+$77.2K)
Filed 2026-10-14
Somerset Trust Co
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$735.9K (-$26.9K)
Filed 2026-10-13
Everest Financial Group LLC
INCREASED
Shares635 from 602
Change+33 (+5%)
Value$735.4K (+$12.9K)
Filed 2026-11-06
Howard Wealth Management, LLC
DECREASED
Shares635 from 641
Change-6 (-1%)
Value$735.6K (-$33.7K)
Filed 2026-10-28
North Forty Two & Co.
DECREASED
Shares631 from 641
Change-10 (-2%)
Value$730.1K (-$38.7K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares628 from 192
Change+436 (+227%)
Value$726.9K (+$495.9K)
Filed 2026-10-16
Catalyst Private Wealth, LLC
INCREASED
Shares628 from 601
Change+27 (+4%)
Value$726.6K (+$5.8K)
Filed 2026-10-13
Progressive Investment Management Corp
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$726.6K (-$26.6K)
Filed 2026-10-26
TFB Advisors LLC
DECREASED
Shares626 from 816
Change-190 (-23%)
Value$724.3K (-$254.4K)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
INCREASED
Shares625 from 621
Change+4 (+1%)
Value$723.2K (-$21.7K)
Filed 2026-10-28
Gibraltar Capital Management, Inc.
INCREASED
Shares622 from 498
Change+124 (+25%)
Value$719.2K (+$122.4K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares622 from 660
Change-38 (-6%)
Value$719.9K (-$71.1K)
Filed 2026-10-28
Elite Life Management LLC
INCREASED
Shares622 from 617
Change+5 (+1%)
Value$848.2K (+$127.0K)
Filed 2026-11-06
Financial Freedom, LLC
INCREASED
Shares622 from 621
Change+1 (+0%)
Value$719.4K (-$25.8K)
Filed 2026-11-06
Arch Global Advisors, LLC
INCREASED
Shares621 from 574
Change+47 (+8%)
Value$718.6K (+$30.1K)
Filed 2026-10-23
Dupree Financial Group, LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$717.4K (-$26.3K)
Filed 2026-10-09
Kendall Capital Management
DECREASED
Shares619 from 819
Change-200 (-24%)
Value$716.2K (-$266.1K)
Filed 2026-10-23
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares619 from 629
Change-10 (-2%)
Value$716.2K (-$38.2K)
Filed 2026-10-23
Brooklyn FI, LLC
NEW
Shares617
Change+617
Value$874.9K
Filed 2026-11-05
Northstar Asset Management Co
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$784.1K (+$46.1K)
Filed 2026-10-22
Private Management Group Inc
INCREASED
Shares615 from 552
Change+63 (+11%)
Value$711.7K (+$49.5K)
Filed 2026-11-04
Sfam, LLC
DECREASED
Shares614 from 714
Change-100 (-14%)
Value$710.4K (-$145.9K)
Filed 2026-11-03
Wormser Freres Gestion
INCREASED
Shares607 from 560
Change+47 (+8%)
Value$702.3K (+$31.2K)
Filed 2026-10-21
Goldstein Advisors, LLC
INCREASED
Shares606 from 525
Change+81 (+15%)
Value$701.2K (+$71.5K)
Filed 2026-10-15
First Interstate Bank
INCREASED
Shares606 from 555
Change+51 (+9%)
Value$701.2K (+$35.5K)
Filed 2026-10-23
Robinson Smith Wealth Advisors LLC
INCREASED
Shares606 from 587
Change+19 (+3%)
Value$701.2K (-$2.9K)
Filed 2026-10-22
Keener Financial Planning LLC
DECREASED
Shares605 from 613
Change-8 (-1%)
Value$700.0K (-$35.0K)
Filed 2026-11-06
WJ Wealth Management, LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$700.0K (-$25.6K)
Filed 2026-11-03
Bank of New Hampshire
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$700.0K (-$25.6K)
Filed 2026-10-06
LEE Danner & Bass Inc
INCREASED
Shares604 from 600
Change+4 (+1%)
Value$698.9K (-$20.8K)
Filed 2026-10-27
Continuum Wealth Advisors, LLC
DECREASED
Shares603 from 634
Change-31 (-5%)
Value$697.7K (-$62.7K)
Filed 2026-10-20
Noble Wealth Management PBC
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$698.0K (-$25.5K)
Filed 2026-10-01
Petros Family Wealth, LLC
INCREASED
Shares601 from 577
Change+24 (+4%)
Value$695.4K (+$3.3K)
Filed 2026-10-28
Schorn Wealth LLC
DECREASED
Shares601 from 608
Change-7 (-1%)
Value$694.9K (-$34.6K)
Filed 2026-10-14
Wingate Wealth Advisors, Inc.
INCREASED
Shares600 from 567
Change+33 (+6%)
Value$694.5K (+$14.2K)
Filed 2026-10-26
Fairscale Capital, LLC
INCREASED
Shares600 from 596
Change+4 (+1%)
Value$850.5K (+$135.7K)
Filed 2026-11-04
B&D White Capital Company, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$694.2K (-$25.4K)
Filed 2026-11-02
Rayburn West Financial Services LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$694.2K (-$25.4K)
Filed 2026-11-03
Directional Asset Management
INCREASED
Shares596 from 575
Change+21 (+4%)
Value$690.1K (+$158)
Filed 2026-10-22
Cpwa, LLC
DECREASED
Shares596 from 598
Change-2 (0%)
Value$704.4K (-$13.4K)
Filed 2026-11-04
Berman McAleer LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$688.0K (-$25.2K)
Filed 2026-10-16
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$687.3K (-$25.2K)
Filed 2026-10-30
ADE, LLC
INCREASED
Shares593 from 587
Change+6 (+1%)
Value$686.1K (-$17.9K)
Filed 2026-10-29
Convergence Investment Partners, LLC
DECREASED
Shares591 from 592
Change-1 (0%)
Value$684.0K (-$26.2K)
Filed 2026-10-28
Fermata Advisors, LLC
INCREASED
Shares590 from 524
Change+66 (+13%)
Value$683.1K (+$54.2K)
Filed 2026-10-13
WT Wealth Management
DECREASED
Shares590 from 645
Change-55 (-9%)
Value$682.6K (-$91.0K)
Filed 2026-10-13
Harrell Investment Partners, LLC
INCREASED
Shares589 from 584
Change+5 (+1%)
Value$681.2K (-$19.8K)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED
Shares588 from 571
Change+17 (+3%)
Value$680.4K (-$4.9K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
DECREASED
Shares586 from 651
Change-65 (-10%)
Value$678.0K (-$102.8K)
Filed 2026-10-14
General Partner, Inc.
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$676.9K (-$24.8K)
Filed 2026-10-05
Verity Asset Management, Inc.
INCREASED
Shares584 from 569
Change+15 (+3%)
Value$675.8K (-$6.5K)
Filed 2026-10-30
TPG Advisors LLC
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$675.7K (-$24.7K)
Filed 2026-10-16
Juncture Wealth Strategies, LLC
DECREASED
Shares581 from 612
Change-31 (-5%)
Value$672.4K (-$61.6K)
Filed 2026-10-06
Capital Advantage, Inc.
INCREASED
Shares580 from 557
Change+23 (+4%)
Value$671.4K (+$3.0K)
Filed 2026-10-14
Seamount Financial Group Inc
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$669.9K (-$24.5K)
Filed 2026-10-21
TSA Wealth Managment LLC
INCREASED
Shares578 from 515
Change+63 (+12%)
Value$668.8K (+$51.1K)
Filed 2026-10-22
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares577 from 603
Change-26 (-4%)
Value$667.6K (-$55.6K)
Filed 2026-10-28
Eurizon SLJ Capital Ltd
DECREASED
Shares576 from 636
Change-60 (-9%)
Value$666.5K (-$96.4K)
Filed 2026-11-06
Byrne Asset Management LLC
INCREASED
Shares576 from 517
Change+59 (+11%)
Value$662.4K (+$42.2K)
Filed 2026-10-06
RBA Wealth Management, LLC
NEW
Shares575
Change+575
Value$665.3K
Filed 2026-10-28
Wiser Wealth Management, Inc
INCREASED
Shares573 from 525
Change+48 (+9%)
Value$663.0K (+$33.3K)
Filed 2026-10-14
Arbor Investment Advisors, LLC
DECREASED
Shares573 from 601
Change-28 (-5%)
Value$663.3K (-$57.9K)
Filed 2026-10-26
TL Private Wealth
UNCHANGED
Shares573 from 573
Change0 (0%)
Value$677.6K (-$30.3K)
Filed 2026-10-13
Destiny Wealth Partners, LLC
NEW
Shares572
Change+572
Value$807.1K
Filed 2026-11-05
GR Financial Group, LLC
INCREASED
Shares572 from 568
Change+4 (+1%)
Value$662.2K (-$19.6K)
Filed 2026-10-27
Cogent Private Wealth, Inc.
INCREASED
Shares571 from 530
Change+41 (+8%)
Value$660.9K (+$25.0K)
Filed 2026-11-06
ARQ Wealth Advisors, LLC
INCREASED
Shares571 from 536
Change+35 (+7%)
Value$660.7K (+$37.3K)
Filed 2026-10-29
Discipline Wealth Solutions, LLC
INCREASED
Shares571 from 564
Change+7 (+1%)
Value$660.7K (-$15.8K)
Filed 2026-10-14
Financial Planning Hawaii, Inc.
INCREASED
Shares570 from 563
Change+7 (+1%)
Value$659.9K (-$15.8K)
Filed 2026-10-13
Atwood & Palmer Inc
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$657.2K (-$24.1K)
Filed 2026-10-08
One Day In July LLC
INCREASED
Shares567 from 558
Change+9 (+2%)
Value$656.1K (-$13.2K)
Filed 2026-10-30
Arlington Financial Advisors, LLC
INCREASED
Shares565 from 508
Change+57 (+11%)
Value$653.8K (+$44.4K)
Filed 2026-10-19
Lexington Hill Partners, LLC
INCREASED
Shares564 from 550
Change+14 (+3%)
Value$652.0K (-$7.5K)
Filed 2026-10-13
Rebalance, LLC
DECREASED
Shares564 from 569
Change-5 (-1%)
Value$652.6K (-$29.9K)
Filed 2026-10-22
Vicus Capital
DECREASED
Shares563 from 584
Change-21 (-4%)
Value$651.0K (-$49.3K)
Filed 2026-11-05
Willow Creek Capital Management, Inc.
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$672.5K ($0)
Filed 2026-10-16
Solano Wealth Investment Advisors LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$648.4K (-$23.7K)
Filed 2026-11-06
Dogwood Wealth Management LLC
DECREASED
Shares556 from 746
Change-190 (-25%)
Value$643.3K (-$251.4K)
Filed 2026-11-09
Nautilus Advisors LLC
INCREASED
Shares555 from 508
Change+47 (+9%)
Value$641.7K (+$37.4K)
Filed 2026-10-07
Charter Capital Management, Llc\de
DECREASED
Shares553 from 616
Change-63 (-10%)
Value$640.0K (-$99.4K)
Filed 2026-10-28
Tarbox Family Office, Inc.
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$639.9K (-$23.4K)
Filed 2026-10-23
IAG Wealth Partners, LLC
DECREASED
Shares552 from 612
Change-60 (-10%)
Value$638.7K (-$95.3K)
Filed 2026-11-06
3 Factor Indexing, LLC
DECREASED
Shares552 from 572
Change-20 (-3%)
Value$638.7K (-$47.4K)
Filed 2026-10-15
Veratis Advisors, Inc.
INCREASED
Shares551 from 451
Change+100 (+22%)
Value$637.6K (+$96.6K)
Filed 2026-11-03
Sierra Ocean, LLC
DECREASED
Shares550 from 558
Change-8 (-1%)
Value$636.2K (-$32.9K)
Filed 2026-11-03
Paradigm Asset Management Co LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$636.4K (-$23.3K)
Filed 2026-11-05
Colonial River Investments, LLC
INCREASED
Shares549 from 500
Change+49 (+10%)
Value$635.2K (+$35.5K)
Filed 2026-10-19
Hidden Cove Wealth Management, LLC
INCREASED
Shares549 from 534
Change+15 (+3%)
Value$635.2K (-$5.3K)
Filed 2026-10-19
Wealthcare Capital Partners, LLC
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$635.5K (-$23.0K)
Filed 2026-10-21
Enclave Advisors LLC
DECREASED
Shares548 from 602
Change-54 (-9%)
Value$634.6K (-$88.0K)
Filed 2026-10-14
Woodward Diversified Capital, LLC
INCREASED
Shares547 from 514
Change+33 (+6%)
Value$633.1K (+$16.4K)
Filed 2026-10-21
Atala Financial Inc
INCREASED
Shares547 from 537
Change+10 (+2%)
Value$632.9K (-$11.2K)
Filed 2026-10-22
Alta Capital Management LLC/
DECREASED
Shares544 from 1,026
Change-482 (-47%)
Value$629.5K (-$601.2K)
Filed 2026-10-26
Community Bank & Trust, Waco, Texas
INCREASED
Shares544 from 511
Change+33 (+6%)
Value$629 (-$612.4K)
Filed 2026-10-19
Creative Capital Management Investments LLC
INCREASED
Shares544 from 520
Change+24 (+5%)
Value$629.5K (+$5.7K)
Filed 2026-10-28
Tucker Asset Management LLC
INCREASED
Shares542 from 252
Change+290 (+115%)
Value$627.7K (+$325.7K)
Filed 2026-10-29
Genesis Private Wealth, LLC
DECREASED
Shares542 from 585
Change-43 (-7%)
Value$627.1K (-$74.5K)
Filed 2026-11-02
MeadowBrook Investment Advisors LLC
DECREASED
Shares542 from 566
Change-24 (-4%)
Value$708.2K (+$29.3K)
Filed 2026-10-29
Aspetuck Financial Management LLC
INCREASED
Shares537 from 511
Change+26 (+5%)
Value$621.4K (+$8.4K)
Filed 2026-11-04
GreatBanc Trust Co
INCREASED
Shares537 from 535
Change+2 (+0%)
Value$621.4K (-$20.3K)
Filed 2026-11-04
Carter Financial Group, Inc.
NEW
Shares536
Change+536
Value$620.7K
Filed 2026-10-21
Aspen Wealth Management LLC
INCREASED
Shares536 from 379
Change+157 (+41%)
Value$620.7K (+$165.9K)
Filed 2026-10-14
Coston, McIsaac & Partners
INCREASED
Shares536 from 530
Change+6 (+1%)
Value$620.8K (-$15.2K)
Filed 2026-11-06
Avail Investment Partners, LLC
INCREASED
Shares536 from 534
Change+2 (+0%)
Value$620.3K (-$20.3K)
Filed 2026-10-16
Prosperity Planning, Inc.
INCREASED
Shares535 from 508
Change+27 (+5%)
Value$619.5K (+$10.2K)
Filed 2026-10-09
Wealth Analytics Partners, LLC
INCREASED
Shares535 from 525
Change+10 (+2%)
Value$619.0K (+$14.0K)
Filed 2026-10-19
W Advisors, LLC
INCREASED
Shares535 from 533
Change+2 (+0%)
Value$619.0K (-$20.3K)
Filed 2026-11-02
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares534 from 235
Change+299 (+127%)
Value$618.5K (+$336.6K)
Filed 2026-11-05
Thayer Partners, LLC / MA
DECREASED
Shares533 from 537
Change-4 (-1%)
Value$616.4K (-$28.1K)
Filed 2026-11-06
Wedgewood Investors Inc
INCREASED
Shares532 from 489
Change+43 (+9%)
Value$615.6K (+$29.0K)
Filed 2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$615.9K (-$21.8K)
Filed 2026-10-29
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares531 from 532
Change-1 (0%)
Value$614.4K (-$23.7K)
Filed 2026-11-03
Share Andrew L.
NEW
Shares530
Change+530
Value$613.3K
Filed 2026-11-06
Hall Laurie J Trustee
DECREASED
Shares530 from 625
Change-95 (-15%)
Value$613.3K (-$136.4K)
Filed 2026-10-06
MBA Advisors LLC
DECREASED
Shares530 from 573
Change-43 (-7%)
Value$613.3K (-$74.0K)
Filed 2026-10-29
Access Financial Services, Inc.
DECREASED
Shares530 from 561
Change-31 (-6%)
Value$613.3K (-$59.6K)
Filed 2026-11-09
Keystone Wealth Services, LLC
INCREASED
Shares529 from 518
Change+11 (+2%)
Value$627.0K (+$5.8K)
Filed 2026-11-03
Box Hill Private Wealth LLC
INCREASED
Shares528 from 520
Change+8 (+2%)
Value$610.6K (-$13.0K)
Filed 2026-10-05
Carlson Financial, Inc.
INCREASED
Shares528 from 526
Change+2 (+0%)
Value$611.4K (-$21.5K)
Filed 2026-11-05
Staley Capital Advisers Inc
INCREASED
Shares526 from 313
Change+213 (+68%)
Value$608.6K (+$233.2K)
Filed 2026-11-06
Horst & Graben Wealth Management LLC
DECREASED
Shares526 from 612
Change-86 (-14%)
Value$609.0K (-$120.0K)
Filed 2026-11-02
Davidson Trust Co
DECREASED
Shares525 from 527
Change-2 (0%)
Value$607.5K (-$24.6K)
Filed 2026-10-09
Triune Financial Partners, LLC
INCREASED
Shares524 from 515
Change+9 (+2%)
Value$606.0K (-$11.4K)
Filed 2026-11-03
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares523 from 475
Change+48 (+10%)
Value$605.2K (+$35.4K)
Filed 2026-10-22
Jnba Financial Advisors
INCREASED
Shares522 from 450
Change+72 (+16%)
Value$604.0K (+$64.3K)
Filed 2026-11-03
Lakeside Advisors, Inc.
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$604.0K (-$22.1K)
Filed 2026-10-20
Northern Lights Advisors, Inc.
DECREASED
Shares520 from 542
Change-22 (-4%)
Value$601.7K (-$48.6K)
Filed 2026-10-21
McClarren Financial Advisors, Inc.
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$601.7K (-$22.0K)
Filed 2026-10-15
Jacksonville Wealth Management, LLC
INCREASED
Shares518 from 505
Change+13 (+3%)
Value$599.4K (-$6.3K)
Filed 2026-10-30
Warburton Capital Management, LLC
INCREASED
Shares517 from 472
Change+45 (+10%)
Value$728.6K (+$162.6K)
Filed 2026-11-06
American Capital Advisory, LLC
DECREASED
Shares517 from 519
Change-2 (0%)
Value$598.2K (-$24.3K)
Filed 2026-10-28
Platt Wealth Management LLC
DECREASED
Shares516 from 528
Change-12 (-2%)
Value$597 (-$632.4K)
Filed 2026-11-04
Asempa Wealth Advisors
INCREASED
Shares516 from 515
Change+1 (+0%)
Value$593.2K (-$25.0K)
Filed 2026-10-07
Gill Capital Partners, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$597.2K (-$21.9K)
Filed 2026-10-13
Trust Co of Oklahoma
DECREASED
Shares514 from 569
Change-55 (-10%)
Value$594.7K (-$87.7K)
Filed 2026-10-15
Rainier Family Wealth Inc
INCREASED
Shares514 from 483
Change+31 (+6%)
Value$594.7K (+$15.4K)
Filed 2026-11-02
Index Fund Advisors, Inc.
INCREASED
Shares513 from 505
Change+8 (+2%)
Value$593.1K (-$12.5K)
Filed 2026-11-05
Madison Park Capital Advisors, LLC
INCREASED
Shares513 from 512
Change+1 (+0%)
Value$594.0K (-$20.0K)
Filed 2026-10-28
Trust Co
INCREASED
Shares512 from 503
Change+9 (+2%)
Value$592.4K (-$10.9K)
Filed 2026-10-09
Mainsail Asset Management, LLC
DECREASED
Shares510 from 523
Change-13 (-2%)
Value$590.3K (-$25.9K)
Filed 2026-10-14
Cushing Capital Partners, LLC
NEW
Shares509
Change+509
Value$589.3K
Filed 2026-10-20
Griffith & Werner, Inc.
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$589.4K (-$21.6K)
Filed 2026-11-04
Pembroke Management, LTD
INCREASED
Shares508 from 487
Change+21 (+4%)
Value$587.8K (+$3.7K)
Filed 2026-10-21
First Growth Capital LLC
DECREASED
Shares508 from 509
Change-1 (0%)
Value$588.0K (-$22.7K)
Filed 2026-10-15
Banque de Luxembourg S.A.
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$587.8K (-$21.5K)
Filed 2026-10-14
Manske Wealth Management
DECREASED
Shares507 from 549
Change-42 (-8%)
Value$586.6K (-$71.8K)
Filed 2026-10-26
PTM Wealth Management, LLC
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$586.1K (-$18.7K)
Filed 2026-10-23
Rhodes Investment Advisors Inc
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$584.3K (-$21.4K)
Filed 2026-10-07
Foundry Financial LLC
INCREASED
Shares503 from 468
Change+35 (+7%)
Value$581.7K (+$20.3K)
Filed 2026-10-16
Shah Wealth Advisors, LLC
NEW
Shares501
Change+501
Value$579.7K
Filed 2026-11-06
Quaker Wealth Management, LLC
INCREASED
Shares501 from 466
Change+35 (+8%)
Value$579.7K (+$20.5K)
Filed 2026-10-22
Diligent Investors, LLC
INCREASED
Shares501 from 468
Change+33 (+7%)
Value$579.8K (+$18.4K)
Filed 2026-10-21
Carbahal Olsen Financial Services Group, LLC
DECREASED
Shares501 from 514
Change-13 (-3%)
Value$579.7K (-$36.8K)
Filed 2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares500 from 1,500
Change-1,000 (-67%)
Value$578.5K (-$1.2M)
Filed 2026-11-04
Marks Group Wealth Management, Inc
DECREASED
Shares500 from 1,445
Change-945 (-65%)
Value$578.1K (-$1.2M)
Filed 2026-11-05
Old Peak Finance LLC
INCREASED
Shares499 from 473
Change+26 (+6%)
Value$577.8K (+$10.2K)
Filed 2026-11-02
G&S Capital LLC
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$576.2K (-$21.1K)
Filed 2026-10-23
Echo45 Advisors LLC
INCREASED
Shares497 from 409
Change+88 (+22%)
Value$575.2K (+$84.5K)
Filed 2026-10-07
Kaufman Rossin Wealth, LLC
INCREASED
Shares495 from 265
Change+230 (+87%)
Value$572.3K (+$250.3K)
Filed 2026-10-19
Joseph P. Lucia & Associates, LLC
INCREASED
Shares494 from 484
Change+10 (+2%)
Value$571.7K (-$9.2K)
Filed 2026-10-30
Lawood & Co
DECREASED
Shares493 from 505
Change-12 (-2%)
Value$570.4K (-$35.3K)
Filed 2026-10-09
CDM Financial Counseling Services, Inc.
INCREASED
Shares492 from 483
Change+9 (+2%)
Value$569.3K (-$10.0K)
Filed 2026-10-15
Kachkovsky & Fisher, Inc.
INCREASED
Shares489 from 479
Change+10 (+2%)
Value$565.7K (-$9.0K)
Filed 2026-10-21
Rubicon Advisors, GP
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$565.4K (-$20.6K)
Filed 2026-10-23
Precedent Wealth Partners, LLC
INCREASED
Shares487 from 377
Change+110 (+29%)
Value$563.8K (+$111.6K)
Filed 2026-10-21
Obsidian CIO, LLC
INCREASED
Shares486 from 436
Change+50 (+11%)
Value$561.8K (+$38.6K)
Filed 2026-11-05
Sterling Wealth Management, Inc.
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$562.4K (-$20.6K)
Filed 2026-10-23
Financial Planning Navigators Corp
INCREASED
Shares485 from 472
Change+13 (+3%)
Value$561.2K (-$4.9K)
Filed 2026-10-14
PFG Private Wealth Management, LLC
DECREASED
Shares484 from 525
Change-41 (-8%)
Value$560.5K (-$69.2K)
Filed 2026-10-15
Advanced Asset Management Advisors Inc
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$560.3K (-$20.5K)
Filed 2026-10-20
WMG Financial Advisors, LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$580.5K ($0)
Filed 2026-10-28
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$557.7K (-$20.4K)
Filed 2026-10-07
Strata Wealth Advisors, LLC
INCREASED
Shares481 from 459
Change+22 (+5%)
Value$556.6K (+$6.0K)
Filed 2026-10-16
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares480 from 580
Change-100 (-17%)
Value$570.5K (-$125.1K)
Filed 2026-10-19
Hill Island Financial LLC
INCREASED
Shares480 from 468
Change+12 (+3%)
Value$555.5K (-$5.9K)
Filed 2026-10-20
Instrumental Wealth, LLC
INCREASED
Shares479 from 453
Change+26 (+6%)
Value$553.8K (+$10.2K)
Filed 2026-10-20
Sound Portfolio Advisors, LLC
DECREASED
Shares479 from 484
Change-5 (-1%)
Value$554.2K (-$26.3K)
Filed 2026-11-05
Advisor Resource Council
INCREASED
Shares478 from 408
Change+70 (+17%)
Value$546.4K (+$56.8K)
Filed 2026-11-05
Luken Investment Analytics, LLC
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$553.1K (-$20.2K)
Filed 2026-11-06
LightSquare Wealth Management, LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$547.9K (-$20.1K)
Filed 2026-11-03
Garner Asset Management Corp
DECREASED
Shares472 from 503
Change-31 (-6%)
Value$603.8K (+$441)
Filed 2026-10-30
BancFirst Trust & Investment Management
DECREASED
Shares471 from 603
Change-132 (-22%)
Value$558.0K (-$183.7K)
Filed 2026-10-30
Hughes Financial Services, LLC
INCREASED
Shares471 from 443
Change+28 (+6%)
Value$646.4K (+$115.6K)
Filed 2026-10-30
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares471 from 445
Change+26 (+6%)
Value$545.0K (+$11.1K)
Filed 2026-10-29
Tannin Capital LLC
INCREASED
Shares470 from 431
Change+39 (+9%)
Value$543.8K (+$26.9K)
Filed 2026-11-05
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares469 from 433
Change+36 (+8%)
Value$542.7K (+$23.3K)
Filed 2026-11-06
Artemis Wealth Advisors, LLC
INCREASED
Shares467 from 445
Change+22 (+5%)
Value$540.4K (+$6.6K)
Filed 2026-11-05
Wilkins Miller Wealth Management, LLC
DECREASED
Shares467 from 470
Change-3 (-1%)
Value$540.4K (-$23.4K)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares466
Change+466
Value$539.2K
Filed 2026-11-04
ACT Advisors, Llc.
INCREASED
Shares466 from 387
Change+79 (+20%)
Value$538.6K (+$73.9K)
Filed 2026-10-15
Tennessee Valley Asset Management Partners
DECREASED
Shares465 from 467
Change-2 (0%)
Value$538.6K (-$22.0K)
Filed 2026-11-03
Polaris Financial Partners
NEW
Shares464
Change+464
Value$551
Filed 2026-10-02
Cresta Advisors, Ltd.
DECREASED
Shares464 from 527
Change-63 (-12%)
Value$536.9K (-$95.2K)
Filed 2026-10-14
Mcrae Capital Management Inc
DECREASED
Shares464 from 465
Change-1 (0%)
Value$537.7K (-$19.7K)
Filed 2026-10-15
25 LLC
DECREASED
Shares463 from 551
Change-88 (-16%)
Value$535.7K (-$125.2K)
Filed 2026-10-13
Royal Harbor Partners, LLC
DECREASED
Shares463 from 473
Change-10 (-2%)
Value$535.7K (-$31.6K)
Filed 2026-10-29
Cape Investment Advisory, Inc.
DECREASED
Shares463 from 464
Change-1 (0%)
Value$536.2K (-$20.8K)
Filed 2026-10-13
Welch Financial Planning, LLC
INCREASED
Shares460 from 313
Change+147 (+47%)
Value$532.1K (+$156.8K)
Filed 2026-11-06
KTF Investments, LLC
DECREASED
Shares460 from 475
Change-15 (-3%)
Value$532.3K (-$37.5K)
Filed 2026-10-23
Shelter Rock Management, LLC
DECREASED
Shares460 from 474
Change-14 (-3%)
Value$532.3K (-$36.3K)
Filed 2026-10-09
Financial Symmetry Inc
INCREASED
Shares459 from 342
Change+117 (+34%)
Value$531.1K (+$120.9K)
Filed 2026-10-06
Cornerstone Planning Group LLC
INCREASED
Shares459 from 450
Change+9 (+2%)
Value$541.6K (+$18.4K)
Filed 2026-10-16
TigerOak Management, L.L.C.
DECREASED
Shares458 from 478
Change-20 (-4%)
Value$529.9K (-$43.4K)
Filed 2026-10-23
Cornerstone Management, Inc.
DECREASED
Shares458 from 461
Change-3 (-1%)
Value$530.0K (-$23.0K)
Filed 2026-10-16
Bell Investment Advisors, Inc
INCREASED
Shares457 from 450
Change+7 (+2%)
Value$528.8K (-$11.0K)
Filed 2026-10-29
Hoge Financial Services, LLC
INCREASED
Shares455 from 444
Change+11 (+2%)
Value$526.3K (-$6.4K)
Filed 2026-11-05
Ridgewood Investments LLC
INCREASED
Shares455 from 445
Change+10 (+2%)
Value$526.5K (-$7.3K)
Filed 2026-10-05
KFA Private Wealth Group, LLC
INCREASED
Shares455 from 452
Change+3 (+1%)
Value$527.1K (-$15.4K)
Filed 2026-10-07
Capital Management Associates, Inc
INCREASED
Shares455 from 454
Change+1 (+0%)
Value$526.5K (-$18.5K)
Filed 2026-10-20
Roberts Wealth Advisors, LLC
DECREASED
Shares454 from 455
Change-1 (0%)
Value$525.6K (-$20.4K)
Filed 2026-10-14
Baring Financial LLC
INCREASED
Shares453 from 399
Change+54 (+14%)
Value$524.4K (+$45.7K)
Filed 2026-10-07
Wakefield Asset Management Lllp
INCREASED
Shares453 from 447
Change+6 (+1%)
Value$524.2K (-$12.0K)
Filed 2026-11-05
Bond & Devick Financial Network, Inc.
INCREASED
Shares452 from 364
Change+88 (+24%)
Value$523.0K (+$86.4K)
Filed 2026-10-23
Private Wealth Group, LLC
DECREASED
Shares451 from 873
Change-422 (-48%)
Value$521.8K (-$525.3K)
Filed 2026-10-19
Prospect Financial Group LLC
DECREASED
Shares451 from 542
Change-91 (-17%)
Value$521.8K (-$128.2K)
Filed 2026-11-05
BKM Wealth Management, LLC
INCREASED
Shares450 from 408
Change+42 (+10%)
Value$520.7K (+$31.3K)
Filed 2026-10-22
Boyd Wealth Management, LLC
NEW
Shares449
Change+449
Value$519.5K
Filed 2026-10-20
Maltin Wealth Management, Inc.
INCREASED
Shares449 from 440
Change+9 (+2%)
Value$519.2K (-$8.6K)
Filed 2026-10-13
Reap Financial Group, LLC
DECREASED
Shares448 from 502
Change-54 (-11%)
Value$518.1K (-$84.4K)
Filed 2026-11-02
Aerodigm Wealth, LLC
DECREASED
Shares448 from 484
Change-36 (-7%)
Value$518.9K (-$61.6K)
Filed 2026-10-16
Seaside Wealth Management, Inc.
DECREASED
Shares447 from 711
Change-264 (-37%)
Value$517.2K (-$335.6K)
Filed 2026-11-09
Spinnaker Investment Group, LLC
DECREASED
Shares446 from 473
Change-27 (-6%)
Value$516.3K (-$51.2K)
Filed 2026-10-13
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares445 from 449
Change-4 (-1%)
Value$514.9K (-$23.6K)
Filed 2026-10-19
Finward Bancorp
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$514.9K (-$18.8K)
Filed 2026-10-14
Capstone Wealth Management Group, LLC
DECREASED
Shares443 from 450
Change-7 (-2%)
Value$337.7K (-$202.1K)
Filed 2026-11-05
Capital CS Group, LLC
NEW
Shares441
Change+441
Value$510.3K
Filed 2026-10-29
LifeGoal Investments, LLC
DECREASED
Shares441 from 482
Change-41 (-9%)
Value$510.3K (-$67.8K)
Filed 2026-10-09
Avise Financial Cooperative, Inc.
DECREASED
Shares440 from 441
Change-1 (0%)
Value$508.7K (-$19.8K)
Filed 2026-11-09
Winebrenner Capital Management LLC
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$508.0K (-$18.6K)
Filed 2026-10-07
Narus Financial Partners, LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$505.6K (-$18.5K)
Filed 2026-10-19
Manchester Financial Inc
DECREASED
Shares436 from 467
Change-31 (-7%)
Value$504.8K (-$55.4K)
Filed 2026-10-15
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$503 (-$521.5K)
Filed 2026-10-27
Taylor Securities Services, Inc.
INCREASED
Shares433 from 408
Change+25 (+6%)
Value$501.2K (+$12.4K)
Filed 2026-10-20
Prospera Capital Management, LLC
NEW
Shares432
Change+432
Value$499.9K
Filed 2026-10-19
R. W. Roge & Company, Inc.
DECREASED
Shares432 from 470
Change-38 (-8%)
Value$499 (-$562.5K)
Filed 2026-11-04
Peirce Capital Management, LLC
INCREASED
Shares432 from 403
Change+29 (+7%)
Value$499.9K (+$16.5K)
Filed 2026-10-19
Steinberganna Wealth Management
DECREASED
Shares431 from 959
Change-528 (-55%)
Value$499.2K (-$650.5K)
Filed 2026-10-23
Cardinal Strategic Wealth Guidance
DECREASED
Shares431 from 481
Change-50 (-10%)
Value$498.7K (-$78.2K)
Filed 2026-11-02
Global Wealth Strategies & Associates
INCREASED
Shares430 from 331
Change+99 (+30%)
Value$497.7K (+$100.5K)
Filed 2026-10-02
Heartwood Wealth Advisors LLC
INCREASED
Shares430 from 392
Change+38 (+10%)
Value$497.5K (+$27.4K)
Filed 2026-10-05
Fifth Third Securities, Inc.
NEW
Shares427
Change+427
Value$494.1K
Filed 2026-10-21
tru Independence LLC
INCREASED
Shares427 from 398
Change+29 (+7%)
Value$493.6K (+$16.9K)
Filed 2026-10-20
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares427 from 407
Change+20 (+5%)
Value$494.2K (+$6.0K)
Filed 2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares427 from 429
Change-2 (0%)
Value$494.1K (-$20.4K)
Filed 2026-10-29
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$494.1K (-$18.1K)
Filed 2026-11-02
Cascade Investment Group, Inc.
INCREASED
Shares426 from 416
Change+10 (+2%)
Value$492.9K (-$6.0K)
Filed 2026-10-13
Renasant Bank
INCREASED
Shares426 from 423
Change+3 (+1%)
Value$492.9K (-$14.4K)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
INCREASED
Shares426 from 425
Change+1 (+0%)
Value$492.9K (-$16.8K)
Filed 2026-10-13
Intergy Private Wealth, LLC
DECREASED
Shares426 from 427
Change-1 (0%)
Value$492.9K (-$19.2K)
Filed 2026-10-16
PVG Asset Management Corp
INCREASED
Shares425 from 345
Change+80 (+23%)
Value$491.8K (+$78.0K)
Filed 2026-10-19
Fidelity D & D Bancorp Inc
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$491.8K (-$18.0K)
Filed 2026-11-05
Level Financial Advisors
DECREASED
Shares424 from 447
Change-23 (-5%)
Value$491.0K (-$45.0K)
Filed 2026-10-13
AdviceOne Advisory Services, LLC
INCREASED
Shares424 from 417
Change+7 (+2%)
Value$491.0K (-$9.5K)
Filed 2026-10-19
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares423 from 433
Change-10 (-2%)
Value$489.4K (-$29.9K)
Filed 2026-10-29
Stonekeep Investments, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$489.4K (+$488.9K)
Filed 2026-10-15
Altar Rock LLC
INCREASED
Shares421 from 419
Change+2 (+0%)
Value$496.5K (-$6.1K)
Filed 2026-11-06
RTD Financial Advisors, Inc.
DECREASED
Shares420 from 461
Change-41 (-9%)
Value$486.0K (-$67.0K)
Filed 2026-10-09
Vision Financial Markets LLC
INCREASED
Shares420 from 380
Change+40 (+11%)
Value$486.0K (+$30.2K)
Filed 2026-10-22
WestHill Financial Advisors, Inc.
NEW
Shares419
Change+419
Value$484.8K
Filed 2026-10-14
WPG Advisers, LLC
INCREASED
Shares419 from 404
Change+15 (+4%)
Value$484.8K (+$247)
Filed 2026-10-27
Opus Capital Group, LLC
DECREASED
Shares418 from 593
Change-175 (-30%)
Value$484 (-$710.5K)
Filed 2026-10-30
TMB Capital Partners, LLC
INCREASED
Shares418 from 410
Change+8 (+2%)
Value$483.9K (-$7.9K)
Filed 2026-10-20
R Squared Ltd
DECREASED
Shares417 from 560
Change-143 (-26%)
Value$482.5K (-$189.2K)
Filed 2026-11-06
Sentinel Advisory Group, LLC
INCREASED
Shares417 from 398
Change+19 (+5%)
Value$482.8K (+$5.1K)
Filed 2026-10-20
RS Crum Inc.
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$482.8K (-$17.5K)
Filed 2026-10-19
Primoris Wealth Advisors, LLC
DECREASED
Shares416 from 2,666
Change-2,250 (-84%)
Value$481.3K (-$2.7M)
Filed 2026-10-28
Park Capital Management, LLC / WI
DECREASED
Shares416 from 489
Change-73 (-15%)
Value$481.0K (-$105.2K)
Filed 2026-10-13
Crescent Sterling, Ltd.
INCREASED
Shares416 from 384
Change+32 (+8%)
Value$481.3K (+$20.8K)
Filed 2026-10-16
Adelphi Trust Co
DECREASED
Shares415 from 568
Change-153 (-27%)
Value$480.2K (-$201.1K)
Filed 2026-10-05
True Wealth Design, LLC
INCREASED
Shares415 from 397
Change+18 (+5%)
Value$480.2K (+$4.0K)
Filed 2026-10-13
Quad-Cities Investment Group, LLC
INCREASED
Shares414 from 413
Change+1 (+0%)
Value$478.6K (-$16.8K)
Filed 2026-10-16
Wernau Asset Management Inc.
UNCHANGED
Shares414 from 414
Change0 (0%)
Value$479.4K (-$17.5K)
Filed 2026-10-19
Mission Financial Group, LLC
INCREASED
Shares413 from 348
Change+65 (+19%)
Value$478.2K (+$60.9K)
Filed 2026-10-21
Andina Capital Management, LLC
INCREASED
Shares413 from 386
Change+27 (+7%)
Value$477.9K (+$14.9K)
Filed 2026-10-21
Braun-Bostich & Associates Inc.
INCREASED
Shares413 from 411
Change+2 (+0%)
Value$477.9K (-$15.1K)
Filed 2026-10-20
Castleview Partners, LLC
DECREASED
Shares412 from 909
Change-497 (-55%)
Value$476.7K (-$613.6K)
Filed 2026-10-09
Capital Planning LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$476.6K (-$17.0K)
Filed 2026-10-09
Kooman & Associates
INCREASED
Shares411 from 386
Change+25 (+6%)
Value$475.6K (+$12.6K)
Filed 2026-10-21
Solidarity Wealth, LLC
INCREASED
Shares409 from 344
Change+65 (+19%)
Value$473.2K (+$60.6K)
Filed 2026-10-15
Clark Financial Services Group Inc
DECREASED
Shares409 from 441
Change-32 (-7%)
Value$473.1K (-$55.7K)
Filed 2026-10-19
Able Wealth Management LLC
DECREASED
Shares408 from 482
Change-74 (-15%)
Value$465.9K (-$103.2K)
Filed 2026-10-13
William John Sempolinski
INCREASED
Shares408 from 359
Change+49 (+14%)
Value$472.1K (+$41.5K)
Filed 2026-10-20
Broadway Wealth Solutions, Inc.
DECREASED
Shares406 from 431
Change-25 (-6%)
Value$469.8K (-$47.2K)
Filed 2026-10-21
Financial Concepts Unlimited, Inc.
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$469.8K (-$17.2K)
Filed 2026-11-06
AMI Investment Management Inc
INCREASED
Shares405 from 261
Change+144 (+55%)
Value$468.6K (+$155.6K)
Filed 2026-10-27
Councilor Wealth, LLC
DECREASED
Shares403 from 446
Change-43 (-10%)
Value$466.8K (-$68.7K)
Filed 2026-10-09
Guerra PAN Advisors, LLC
INCREASED
Shares403 from 377
Change+26 (+7%)
Value$499.9K (+$47.7K)
Filed 2026-10-26
WBI Investments, LLC
DECREASED
Shares402 from 726
Change-324 (-45%)
Value$464.8K (-$405.5K)
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
DECREASED
Shares402 from 415
Change-13 (-3%)
Value$465.3K (-$32.4K)
Filed 2026-10-23
GenWealth Group, Inc.
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$464.0K (-$17.0K)
Filed 2026-10-16
IMPACTfolio, LLC
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$463.5K (-$17.0K)
Filed 2026-10-28
Chung Wu Investment Group, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$462.8K (-$16.9K)
Filed 2026-11-03
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$462.8K (-$16.9K)
Filed 2026-11-04
Cooper S Advisors, LLC
INCREASED
Shares399 from 312
Change+87 (+28%)
Value$461.7K (+$87.5K)
Filed 2026-11-03
Kraft, Davis & Associates, LLC
INCREASED
Shares398 from 374
Change+24 (+6%)
Value$496.5K (+$39.3K)
Filed 2026-10-21
Torray Investment Partners LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$460.5K (-$16.9K)
Filed 2026-10-30
Wagner Wealth Management, LLC
DECREASED
Shares397 from 404
Change-7 (-2%)
Value$459.4K (-$25.2K)
Filed 2026-10-21
Vestor Capital, LLC
INCREASED
Shares395 from 356
Change+39 (+11%)
Value$125 (+$80)
Filed 2026-11-04
Durante & Waters, LLC
NEW
Shares393
Change+393
Value$454.7K
Filed 2026-10-28
Arta Finance Wealth Management LLC
DECREASED
Shares393 from 439
Change-46 (-10%)
Value$454.7K (-$71.8K)
Filed 2026-10-28
South Shore Capital Advisors
INCREASED
Shares393 from 387
Change+6 (+2%)
Value$454.5K (-$9.4K)
Filed 2026-10-20
Cedar Point Capital Partners, LLC
INCREASED
Shares390 from 337
Change+53 (+16%)
Value$451.3K (+$47.1K)
Filed 2026-10-29
S&A Financial Services, Inc.
DECREASED
Shares390 from 425
Change-35 (-8%)
Value$451.3K (-$58.3K)
Filed 2026-11-03
Carnegie Lake Advisors LLC
INCREASED
Shares390 from 371
Change+19 (+5%)
Value$451.3K (+$6.3K)
Filed 2026-11-06
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares390 from 392
Change-2 (-1%)
Value$500.6K (+$44.7K)
Filed 2026-10-21
Lodestone Wealth Management LLC
INCREASED
Shares389 from 354
Change+35 (+10%)
Value$449.9K (+$24.9K)
Filed 2026-10-14
Ares Financial Consulting, LLC
INCREASED
Shares388 from 379
Change+9 (+2%)
Value$449.1K (-$5.6K)
Filed 2026-10-19
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$447.8K (-$16.4K)
Filed 2026-10-27
Xcel Wealth Management, LLC
DECREASED
Shares386 from 394
Change-8 (-2%)
Value$446.6K (-$25.9K)
Filed 2026-10-26
Avid Wealth Partners LLC
INCREASED
Shares385 from 376
Change+9 (+2%)
Value$445.5K (-$5.5K)
Filed 2026-11-03
CLG LLC
INCREASED
Shares384 from 359
Change+25 (+7%)
Value$444.8K (+$14.0K)
Filed 2026-10-13
Proathlete Wealth Management LLC
INCREASED
Shares383 from 232
Change+151 (+65%)
Value$444.3K (+$165.0K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares383 from 385
Change-2 (-1%)
Value$442.1K (-$19.8K)
Filed 2026-11-04
Henderson Brothers Financial Partners, LLC
INCREASED
Shares382 from 361
Change+21 (+6%)
Value$442.0K (+$9.0K)
Filed 2026-11-03
Jackson Creek Investment Advisors LLC
DECREASED
Shares382 from 385
Change-3 (-1%)
Value$442 ($0)
Filed 2026-11-04
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares381 from 65
Change+316 (+486%)
Value$440.8K (+$362.9K)
Filed 2026-11-06
4Wealth Advisors, Inc.
DECREASED
Shares380 from 669
Change-289 (-43%)
Value$450.3K (-$372.9K)
Filed 2026-10-13
West Wealth Group, LLC
INCREASED
Shares380 from 361
Change+19 (+5%)
Value$439.5K (+$6.0K)
Filed 2026-10-14
Global View Capital Management LLC
DECREASED
Shares379 from 420
Change-41 (-10%)
Value$438.5K (-$65.2K)
Filed 2026-10-28
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$438.5K (-$16.1K)
Filed 2026-10-16
Winter & Associates, Inc.
INCREASED
Shares377 from 360
Change+17 (+5%)
Value$483.4K (+$52.2K)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
INCREASED
Shares377 from 365
Change+12 (+3%)
Value$436.2K (-$1.6K)
Filed 2026-10-16
Absolute Capital Management, LLC
INCREASED
Shares375 from 240
Change+135 (+56%)
Value$434.7K (+$146.7K)
Filed 2026-10-16
Norris Perne & French LLP
DECREASED
Shares374 from 963
Change-589 (-61%)
Value$432.2K (-$722.3K)
Filed 2026-10-23
Clark Wealth Partners
INCREASED
Shares374 from 353
Change+21 (+6%)
Value$432.7K (+$9.3K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
DECREASED
Shares374 from 389
Change-15 (-4%)
Value$432.2K (-$34.7K)
Filed 2026-11-02
Pflug Koory, LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$432.7K (-$15.8K)
Filed 2026-10-26
Cowa, LLC
INCREASED
Shares372 from 370
Change+2 (+1%)
Value$431.0K (-$13.4K)
Filed 2026-10-30
AWM Capital, LLC
INCREASED
Shares370 from 175
Change+195 (+111%)
Value$428.4K (+$218.2K)
Filed 2026-10-16
Tandemgrowth Financial Advisors LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$427.0K (-$15.6K)
Filed 2026-11-05
American Institute for Advanced Investment Management, LLP
INCREASED
Shares367 from 350
Change+17 (+5%)
Value$424.6K (+$4.8K)
Filed 2026-11-03
Legacy Wealth Management, LLC / MS
DECREASED
Shares367 from 369
Change-2 (-1%)
Value$424.6K (-$17.9K)
Filed 2026-10-30
Veltria Advisors Corp.
INCREASED
Shares366 from 270
Change+96 (+36%)
Value$423.5K (+$99.6K)
Filed 2026-11-05
Arkansas Financial Group, Inc.
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$423.5K (-$15.5K)
Filed 2026-10-26
Vavra Capital Management, LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$422.3K (-$15.5K)
Filed 2026-10-14
Howard Bailey Securities, LLC
DECREASED
Shares364 from 465
Change-101 (-22%)
Value$421.6K (-$136.6K)
Filed 2026-10-27
Madrona Financial Services, LLC
INCREASED
Shares364 from 360
Change+4 (+1%)
Value$421.2K (-$10.6K)
Filed 2026-10-23
Appalachian Capital Management Ltd
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$421.2K (-$15.4K)
Filed 2026-10-14
Plan Group Financial, LLC
INCREASED
Shares363 from 249
Change+114 (+46%)
Value$466.0K (+$167.3K)
Filed 2026-10-22
Investment Insight Wealth Management, LLC
DECREASED
Shares363 from 381
Change-18 (-5%)
Value$420.0K (-$37.0K)
Filed 2026-10-30
Marin Bay Wealth Advisors, LLC
INCREASED
Shares363 from 362
Change+1 (+0%)
Value$421.1K (-$13.8K)
Filed 2026-10-28
Stordahl Capital Management, Inc.
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$420.2K (-$15.4K)
Filed 2026-10-22
Montis Financial, LLC
INCREASED
Shares360 from 297
Change+63 (+21%)
Value$416.5K (+$60.3K)
Filed 2026-11-04
Blue Square Asset Management, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$416.5K (-$15.2K)
Filed 2026-11-02
Presilium Private Wealth, LLC
INCREASED
Shares358 from 290
Change+68 (+23%)
Value$414.2K (+$66.4K)
Filed 2026-10-26
Fonville Wealth Management LLC
INCREASED
Shares358 from 294
Change+64 (+22%)
Value$414.5K (+$62.2K)
Filed 2026-10-28
Collaborative Capital Advisors LLC
INCREASED
Shares358 from 323
Change+35 (+11%)
Value$414.2K (+$26.8K)
Filed 2026-11-06
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares358 from 350
Change+8 (+2%)
Value$414.2K (-$5.6K)
Filed 2026-10-08
RFG Holdings, Inc.
INCREASED
Shares358 from 354
Change+4 (+1%)
Value$415.1K (-$9.5K)
Filed 2026-10-30
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares358 from 355
Change+3 (+1%)
Value$414.2K (-$11.6K)
Filed 2026-10-14
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares357 from 391
Change-34 (-9%)
Value$413.1K (+$53.4K)
Filed 2026-10-14
Daviman Financial, LLC
DECREASED
Shares356 from 459
Change-103 (-22%)
Value$412.5K (-$138.1K)
Filed 2026-11-06
Abound Wealth Management
INCREASED
Shares356 from 256
Change+100 (+39%)
Value$412.3K (+$104.9K)
Filed 2026-10-26
Legacy Financial Group, Inc.
INCREASED
Shares356 from 265
Change+91 (+34%)
Value$411.5K (+$94.1K)
Filed 2026-10-21
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares356 from 346
Change+10 (+3%)
Value$412.1K (-$3.1K)
Filed 2026-10-26
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$411.9K (-$15.1K)
Filed 2026-10-14
Strid Group, LLC
INCREASED
Shares355 from 337
Change+18 (+5%)
Value$410.9K (+$6.6K)
Filed 2026-10-28
Berkshire Money Management, Inc.
NEW
Shares354
Change+354
Value$409.4K
Filed 2026-10-21
Centerpoint Advisory Group
DECREASED
Shares354 from 370
Change-16 (-4%)
Value$409.6K (-$34.2K)
Filed 2026-10-23
Dara Capital US, Inc.
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$409.6K (-$15.0K)
Filed 2026-10-29
Cannon Financial Strategists, Inc.
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$409.9K (-$15.2K)
Filed 2026-10-19
Altus Wealth Group LLC
DECREASED
Shares353 from 375
Change-22 (-6%)
Value$408.5K (-$41.3K)
Filed 2026-10-20
Kellett Wealth Advisors, LLC
INCREASED
Shares352 from 340
Change+12 (+4%)
Value$407.3K (-$514)
Filed 2026-10-15
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$406.5K (-$14.5K)
Filed 2026-10-15
Phoenix Wealth Advisors
DECREASED
Shares350 from 550
Change-200 (-36%)
Value$405.0K (-$254.7K)
Filed 2026-11-03
Peak Financial Management, Inc.
INCREASED
Shares350 from 320
Change+30 (+9%)
Value$405.0K (+$21.2K)
Filed 2026-10-16
Ring Mountain Capital, LLC
INCREASED
Shares349 from 330
Change+19 (+6%)
Value$403.8K (+$8.0K)
Filed 2026-10-13
American State Bank (Iowa)
INCREASED
Shares348 from 317
Change+31 (+10%)
Value$402.7K (+$22.4K)
Filed 2026-11-03
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares345
Change+345
Value$398.7K
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
DECREASED
Shares345 from 348
Change-3 (-1%)
Value$399.2K (-$18.2K)
Filed 2026-10-23
Essential Partners LLC
DECREASED
Shares344 from 371
Change-27 (-7%)
Value$398.0K (-$47.0K)
Filed 2026-10-14
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$398.0K (-$14.6K)
Filed 2026-10-16
Lountzis Asset Management, LLC
INCREASED
Shares342 from 312
Change+30 (+10%)
Value$395.7K (+$21.5K)
Filed 2026-10-30
Purewater Capital LLC
DECREASED
Shares342 from 344
Change-2 (-1%)
Value$395.7K (-$16.9K)
Filed 2026-10-23
Biltmore Wealth Management, LLC
INCREASED
Shares342 from 341
Change+1 (+0%)
Value$395.7K (-$13.9K)
Filed 2026-10-09
Inlight Wealth Management, LLC
NEW
Shares341
Change+341
Value$394.6K
Filed 2026-10-21
Johnson Bixby & Associates, LLC
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$394.6K (-$14.4K)
Filed 2026-10-14
Mountain Pacific Investment Advisers LLC
INCREASED
Shares340 from 315
Change+25 (+8%)
Value$393.4K (+$15.6K)
Filed 2026-10-29
21 West Wealth Management LLC
DECREASED
Shares340 from 351
Change-11 (-3%)
Value$393.4K (-$27.6K)
Filed 2026-10-13
New Capital Management LP
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$393.7K (-$14.4K)
Filed 2026-10-29
Rockline Wealth Management, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$393.4K (-$14.4K)
Filed 2026-10-26
Gerber, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$393.3K (-$14.4K)
Filed 2026-10-21
Mlp3, LLC
INCREASED
Shares339 from 235
Change+104 (+44%)
Value$392.7K (+$110.4K)
Filed 2026-10-22
waypoint wealth counsel
INCREASED
Shares339 from 324
Change+15 (+5%)
Value$392.3K (+$3.6K)
Filed 2026-10-22
Horizons Wealth Management
NEW
Shares338
Change+338
Value$391.1K
Filed 2026-10-05
Sonata Capital Group Inc
INCREASED
Shares337 from 336
Change+1 (+0%)
Value$389.4K (-$14.1K)
Filed 2026-10-19
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares336 from 316
Change+20 (+6%)
Value$388.8K (+$9.8K)
Filed 2026-10-09
Citizens & Northern Corp
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$388.8K (-$14.2K)
Filed 2026-11-06
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares332 from 227
Change+105 (+46%)
Value$384.3K (+$111.7K)
Filed 2026-10-16
Silver Oak Advisory Group, Inc.
DECREASED
Shares332 from 394
Change-62 (-16%)
Value$384.2K (-$87.8K)
Filed 2026-11-06
True Link Financial Advisors, LLC
INCREASED
Shares331 from 308
Change+23 (+7%)
Value$383.0K (+$13.6K)
Filed 2026-10-27
Palatine Hill Wealth Management, LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$383.1K (-$13.9K)
Filed 2026-11-03
Verus Financial Partners, Inc.
INCREASED
Shares330 from 315
Change+15 (+5%)
Value$381.5K (+$4.1K)
Filed 2026-10-29
Ulrich Consultants & Investment Group, LLC
NEW
Shares328
Change+328
Value$379.5K
Filed 2026-10-13
Scissortail Wealth Management, LLC
INCREASED
Shares328 from 210
Change+118 (+56%)
Value$379.5K (+$127.6K)
Filed 2026-11-03
Meredith Wealth Planning
DECREASED
Shares328 from 348
Change-20 (-6%)
Value$379.9K (-$37.7K)
Filed 2026-10-14
Good Steward Wealth Advisors,LLC
DECREASED
Shares328 from 333
Change-5 (-1%)
Value$379.5K (-$19.9K)
Filed 2026-11-06
Pacifica Partners Inc.
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$377.2K (-$20.0K)
Filed 2026-10-09
MQS Management LLC
NEW
Shares327
Change+327
Value$378.4K
Filed 2026-11-06
Persium Advisors, LLC
INCREASED
Shares327 from 310
Change+17 (+5%)
Value$378.4K (+$6.5K)
Filed 2026-10-07
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$378.5K (-$13.9K)
Filed 2026-10-16
Wealth Management Nebraska
DECREASED
Shares326 from 328
Change-2 (-1%)
Value$377.2K (-$16.2K)
Filed 2026-10-26
Lutz Financial Services LLC
DECREASED
Shares325 from 340
Change-15 (-4%)
Value$376.1K (-$31.8K)
Filed 2026-11-06
Courage Miller Partners, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$376.1K (-$13.8K)
Filed 2026-10-21
Align Financial, LLC
DECREASED
Shares324 from 343
Change-19 (-6%)
Value$375.1K (-$36.5K)
Filed 2026-10-16
Matisse Capital
INCREASED
Shares323 from 320
Change+3 (+1%)
Value$374.0K (-$10.1K)
Filed 2026-10-29
Ackerman Capital Advisors, LLC
INCREASED
Shares322 from 269
Change+53 (+20%)
Value$372.6K (+$49.9K)
Filed 2026-10-30
Miller Global Investments, LLC
INCREASED
Shares322 from 274
Change+48 (+18%)
Value$372.6K (+$43.9K)
Filed 2026-10-02
GFS Advisors, LLC
INCREASED
Shares322 from 300
Change+22 (+7%)
Value$373.0K (-$13.2K)
Filed 2026-11-03
MFA Wealth Advisors, LLC
DECREASED
Shares322 from 332
Change-10 (-3%)
Value$372.6K (-$25.6K)
Filed 2026-10-07
Foronjy Financial LLC
DECREASED
Shares321 from 327
Change-6 (-2%)
Value$371.0K (-$20.8K)
Filed 2026-10-14
PFS Partners, LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$370.9K (-$13.5K)
Filed 2026-10-21
Belleair Asset Management, LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$370.3K (-$13.6K)
Filed 2026-11-03
Stone House Investment Management, LLC
INCREASED
Shares319 from 294
Change+25 (+9%)
Value$369.0K (+$16.6K)
Filed 2026-10-23
Littlejohn Financial Services, Inc.
DECREASED
Shares318 from 349
Change-31 (-9%)
Value$368.0K (-$50.7K)
Filed 2026-11-06
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares317 from 222
Change+95 (+43%)
Value$366.4K (+$99.6K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares317 from 346
Change-29 (-8%)
Value$367 (-$414.6K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares317 from 289
Change+28 (+10%)
Value$366.5K (+$20.3K)
Filed 2026-10-15
Investment Advisory Services Inc
INCREASED
Shares317 from 296
Change+21 (+7%)
Value$366.9K (+$12.2K)
Filed 2026-10-27
Mountain Capital Investment Advisors Inc.
DECREASED
Shares316 from 345
Change-29 (-8%)
Value$365.6K (-$48.1K)
Filed 2026-11-06
Momentous Wealth Management, Inc.
INCREASED
Shares316 from 291
Change+25 (+9%)
Value$366.0K (+$16.6K)
Filed 2026-10-21
Chris Bulman Inc
INCREASED
Shares316 from 294
Change+22 (+7%)
Value$365.9K (+$13.1K)
Filed 2026-10-20
Veery Capital, LLC
INCREASED
Shares316 from 308
Change+8 (+3%)
Value$365.6K (-$3.8K)
Filed 2026-10-07
Hollow Brook Wealth Management LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$365.6K (-$13.4K)
Filed 2026-10-29
Livet Wealth, LLC
DECREASED
Shares315 from 388
Change-73 (-19%)
Value$364.5K (-$100.9K)
Filed 2026-10-27
Elco Management Co., LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$364.5K (-$13.1K)
Filed 2026-10-14
McGuire Investment Group, LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$364.5K (-$13.3K)
Filed 2026-10-23
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares313 from 1,911
Change-1,598 (-84%)
Value$362.8K (-$1.9M)
Filed 2026-10-27
Allied Investment Advisors, LLC
INCREASED
Shares312 from 311
Change+1 (+0%)
Value$360.4K (-$13.2K)
Filed 2026-10-13
Yoder Wealth Management, Inc.
INCREASED
Shares311 from 279
Change+32 (+11%)
Value$359.9K (+$25.2K)
Filed 2026-10-13
BlueChip Wealth Advisors LLC
NEW
Shares310
Change+310
Value$359.1K
Filed 2026-11-03
Selective Wealth Management, Inc.
NEW
Shares310
Change+310
Value$387.9K
Filed 2026-10-16
Independence Wealth Advisors, LLC
INCREASED
Shares309 from 269
Change+40 (+15%)
Value$357.5K (+$34.9K)
Filed 2026-10-29
DMC Group, LLC
DECREASED
Shares309 from 318
Change-9 (-3%)
Value$357.5K (-$23.9K)
Filed 2026-10-26
Tillman Hartley LLC
DECREASED
Shares306 from 334
Change-28 (-8%)
Value$354.1K (-$46.5K)
Filed 2026-11-06
Clarity Wealth Advisors, LLC
DECREASED
Shares305 from 314
Change-9 (-3%)
Value$352.6K (-$23.6K)
Filed 2026-10-21
Matrix Asset Advisors Inc
DECREASED
Shares305 from 311
Change-6 (-2%)
Value$352.5K (-$20.0K)
Filed 2026-10-13
O'Connor Financial Group LLC
INCREASED
Shares305 from 299
Change+6 (+2%)
Value$352.9K (-$5.7K)
Filed 2026-10-26
Lederer & Associates Investment Counsel
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$353 (-$13)
Filed 2026-10-23
Benedict Financial Advisors Inc
INCREASED
Shares304 from 182
Change+122 (+67%)
Value$351.6K (+$133.9K)
Filed 2026-10-07
Dahring | Cusmano LLC
DECREASED
Shares303 from 571
Change-268 (-47%)
Value$350.5K (-$333.9K)
Filed 2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares303 from 235
Change+68 (+29%)
Value$350.6K (+$68.7K)
Filed 2026-11-02
Paladin Partners, LLC
DECREASED
Shares303 from 308
Change-5 (-2%)
Value$350.6K (-$18.8K)
Filed 2026-10-06
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$350.6K (-$12.8K)
Filed 2026-10-16
Gutierrez Wealth Advisory, LLC
NEW
Shares302
Change+302
Value$350.3K
Filed 2026-11-02
Brickley Wealth Management
INCREASED
Shares302 from 244
Change+58 (+24%)
Value$349.4K (+$56.8K)
Filed 2026-11-04
Firethorn Wealth Partners, LLC
DECREASED
Shares301 from 317
Change-16 (-5%)
Value$347.8K (-$32.8K)
Filed 2026-10-14
Roberts Financial Services LLC
DECREASED
Shares300 from 318
Change-18 (-6%)
Value$347.1K (-$34.3K)
Filed 2026-10-23
Droms Strauss Advisors Inc
DECREASED
Shares300 from 307
Change-7 (-2%)
Value$346.6K (-$21.1K)
Filed 2026-11-03
Columbus Macro, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$347.1K (-$12.7K)
Filed 2026-10-14
Auour Investments LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$347.1K (-$12.7K)
Filed 2026-10-28
Integrated Financial Solutions, Inc.
DECREASED
Shares299 from 442
Change-143 (-32%)
Value$346.0K (-$184.2K)
Filed 2026-10-09
J.M. Arbour, LLC
INCREASED
Shares298 from 253
Change+45 (+18%)
Value$344.8K (+$41.4K)
Filed 2026-11-05
Elevated Capital Advisors, LLC
DECREASED
Shares297 from 382
Change-85 (-22%)
Value$343.9K (-$113.7K)
Filed 2026-11-04
Puff Wealth Management, LLC
INCREASED
Shares297 from 284
Change+13 (+5%)
Value$343.3K (+$2.1K)
Filed 2026-10-07
RAM Investment Partners, LLC
INCREASED
Shares295 from 282
Change+13 (+5%)
Value$340.9K (+$3.1K)
Filed 2026-10-21
Shikiar Asset Management Inc
INCREASED
Shares294 from 284
Change+10 (+4%)
Value$340 (-$340.7K)
Filed 2026-10-20
Element Pointe Advisors, LLC
INCREASED
Shares293 from 281
Change+12 (+4%)
Value$339.2K (+$2.0K)
Filed 2026-10-21
Ballast Financial Advisors LLC
DECREASED
Shares292 from 300
Change-8 (-3%)
Value$337.9K (-$22.0K)
Filed 2026-10-26
Capital Squared Financial LLC
INCREASED
Shares292 from 288
Change+4 (+1%)
Value$338.2K (-$7.0K)
Filed 2026-10-30
Corps Capital Advisors, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$337.9K (-$12.4K)
Filed 2026-11-05
HBE Wealth Management, LLC
INCREASED
Shares291 from 290
Change+1 (+0%)
Value$336.7K (-$11.1K)
Filed 2026-11-06
Headland Capital, LLC
INCREASED
Shares290 from 182
Change+108 (+59%)
Value$335.6K (+$117.4K)
Filed 2026-11-06
Redwood Financial Network Corp
DECREASED
Shares290 from 328
Change-38 (-12%)
Value$335.1K (-$58.1K)
Filed 2026-11-03
Towercrest Capital Management
DECREASED
Shares290 from 314
Change-24 (-8%)
Value$335.6K (-$41.1K)
Filed 2026-10-23
Insight Wealth Strategies, LLC
INCREASED
Shares290 from 273
Change+17 (+6%)
Value$335.6K (+$10.2K)
Filed 2026-10-09
Isthmus Partners, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$335.6K (-$12.3K)
Filed 2026-10-21
A4 Wealth Advisors LLC
INCREASED
Shares289 from 277
Change+12 (+4%)
Value$334.4K (+$2.2K)
Filed 2026-10-20
Rise Advisors, LLC
DECREASED
Shares288 from 672
Change-384 (-57%)
Value$333.1K (-$472.8K)
Filed 2026-10-16
Granite Group Advisors, LLC
DECREASED
Shares288 from 326
Change-38 (-12%)
Value$333.2K (-$57.8K)
Filed 2026-10-14
Stewardship Advisors, LLC
INCREASED
Shares287 from 264
Change+23 (+9%)
Value$332.1K (+$15.4K)
Filed 2026-10-20
James T. Borello RIA
INCREASED
Shares287 from 280
Change+7 (+3%)
Value$332.1K (-$3.8K)
Filed 2026-10-16
First Bancorp, Inc
DECREASED
Shares287 from 290
Change-3 (-1%)
Value$332.1K (-$15.8K)
Filed 2026-10-26
First Community Trust NA
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$332.1K (-$12.2K)
Filed 2026-10-07
Cranbrook Wealth Management, LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$332.1K (-$12.2K)
Filed 2026-10-28
USAdvisors Wealth Management, LLC
DECREASED
Shares286 from 6,370
Change-6,084 (-96%)
Value$331 (-$36)
Filed 2026-10-21
Gordian Advisors LLC
INCREASED
Shares286 from 256
Change+30 (+12%)
Value$331.4K (+$24.3K)
Filed 2026-10-30
Entrewealth, LLC
INCREASED
Shares285 from 253
Change+32 (+13%)
Value$329.8K (+$28.2K)
Filed 2026-10-14
Holcombe Financial, Inc.
DECREASED
Shares285 from 309
Change-24 (-8%)
Value$329.8K (-$40.9K)
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares284 from 180
Change+104 (+58%)
Value$329.0K (+$112.7K)
Filed 2026-10-19
Addison Advisors LLC
INCREASED
Shares284 from 273
Change+11 (+4%)
Value$328.4K (+$376)
Filed 2026-11-06
Values First Advisors, Inc.
DECREASED
Shares284 from 291
Change-7 (-2%)
Value$328.8K (-$19.8K)
Filed 2026-10-23
Langley Wealth Management, LLC
INCREASED
Shares283 from 256
Change+27 (+11%)
Value$327.6K (+$20.7K)
Filed 2026-11-04
JDH Wealth Management, LLC
DECREASED
Shares283 from 294
Change-11 (-4%)
Value$327.5K (-$25.2K)
Filed 2026-10-20
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares280 from 443
Change-163 (-37%)
Value$324.0K (-$207.4K)
Filed 2026-11-02
Optima Capital LLC
DECREASED
Shares280 from 286
Change-6 (-2%)
Value$324.1K (-$19.0K)
Filed 2026-10-29
Gibson Capital, LLC
INCREASED
Shares280 from 277
Change+3 (+1%)
Value$324.0K (-$8.3K)
Filed 2026-10-23
Private Wealth Management Group, LLC
INCREASED
Shares279 from 248
Change+31 (+13%)
Value$322.8K (+$25.4K)
Filed 2026-10-19
Heritage OAK Wealth Advisors LLC
INCREASED
Shares279 from 271
Change+8 (+3%)
Value$322.3K (-$2.9K)
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares278 from 359
Change-81 (-23%)
Value$321.7K (-$108.9K)
Filed 2026-10-28
Opulen Financial Group LLC
INCREASED
Shares278 from 259
Change+19 (+7%)
Value$321.7K (+$11.0K)
Filed 2026-10-22
Challenger Wealth Management
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$321.9K (-$11.4K)
Filed 2026-10-30
Benchmark Financial, LLC
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$319.4K (-$11.7K)
Filed 2026-10-16
Smart Wealth LLC
DECREASED
Shares275 from 920
Change-645 (-70%)
Value$318.1K (-$785.2K)
Filed 2026-11-04
Pettinga Financial Advisors LLC
INCREASED
Shares275 from 249
Change+26 (+10%)
Value$318.2K (+$19.6K)
Filed 2026-10-13
Kondo Wealth Advisors, Inc.
INCREASED
Shares275 from 269
Change+6 (+2%)
Value$318.4K (-$4.4K)
Filed 2026-10-19
Waterfront Wealth Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$353.9K (+$27.0K)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares274 from 215
Change+59 (+27%)
Value$317.1K (+$59.2K)
Filed 2026-10-27
Smith & Howard Wealth Management, LLC
NEW
Shares273
Change+273
Value$316.2K
Filed 2026-10-27
Dodds Wealth, LLC
UNCHANGED
Shares271 from 271
Change0 (0%)
Value$313.8K (-$11.5K)
Filed 2026-11-02
Willis Johnson Wealth, Inc.
INCREASED
Shares270 from 184
Change+86 (+47%)
Value$312.7K (+$91.9K)
Filed 2026-11-03
Redw Wealth LLC
INCREASED
Shares270 from 266
Change+4 (+2%)
Value$312.8K (-$6.5K)
Filed 2026-11-02
Ddfg, Inc
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$312.4K (-$11.4K)
Filed 2026-10-15
Roxbury Financial LLC
INCREASED
Shares269 from 268
Change+1 (+0%)
Value$310.8K (-$10.9K)
Filed 2026-10-01
Accretive Wealth Partners, LLC
INCREASED
Shares267 from 242
Change+25 (+10%)
Value$308.9K (+$18.7K)
Filed 2026-11-06
SRH Advisors, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$308.9K (-$11.3K)
Filed 2026-10-22
Bucket List Wealth Management, LLC
DECREASED
Shares266 from 279
Change-13 (-5%)
Value$308.1K (-$26.8K)
Filed 2026-10-22
Williams & Novak Wealth Management, LLC
DECREASED
Shares265 from 423
Change-158 (-37%)
Value$306.6K (-$200.7K)
Filed 2026-10-09
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares265 from 137
Change+128 (+93%)
Value$306.6K (+$142.3K)
Filed 2026-10-23
Cordoba Advisory Partners LLC
INCREASED
Shares265 from 242
Change+23 (+10%)
Value$309.5K (+$15.2K)
Filed 2026-10-19
Iron Financial LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$306.4K (-$10.9K)
Filed 2026-10-23
Collaborative Wealth Managment Inc.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$306.6K (-$11.2K)
Filed 2026-11-06
Clay Northam Wealth Management, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$306.6K (-$11.2K)
Filed 2026-10-13
AGP Franklin, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$306.6K (-$11.2K)
Filed 2026-11-04
Ehrlich Financial Group
INCREASED
Shares264 from 236
Change+28 (+12%)
Value$305.5K (+$22.4K)
Filed 2026-10-20
Westwood Wealth Management
INCREASED
Shares264 from 259
Change+5 (+2%)
Value$306.6K (-$5.2K)
Filed 2026-10-29
Tradewinds Capital Management, LLC
INCREASED
Shares264 from 261
Change+3 (+1%)
Value$305.5K (-$7.6K)
Filed 2026-10-23
Windsor Capital Management, LLC
INCREASED
Shares263 from 260
Change+3 (+1%)
Value$304.3K (-$7.5K)
Filed 2026-10-13
Strategic Point Investment Advisors, LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$304.3K (-$11.1K)
Filed 2026-10-29
Adkins Seale Capital Management LLC
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$304.3K (-$11.1K)
Filed 2026-10-27
Pinnacle Financial Group, LLC / IL
INCREASED
Shares262 from 255
Change+7 (+3%)
Value$303.7K (-$2.6K)
Filed 2026-10-29
Bright Financial Advisors, Inc.
INCREASED
Shares262 from 255
Change+7 (+3%)
Value$303.2K (-$2.7K)
Filed 2026-10-23
OceanIQ Capital, LLC
INCREASED
Shares262 from 260
Change+2 (+1%)
Value$305.6K (-$10.3K)
Filed 2026-10-19
DecisionPoint Financial, LLC
INCREASED
Shares261 from 28
Change+233 (+832%)
Value$300.4K (+$266.8K)
Filed 2026-10-27
Wagner Wealth Management, Corp
DECREASED
Shares261 from 308
Change-47 (-15%)
Value$302.0K (-$67.4K)
Filed 2026-10-20
Graetz Wealth LLC
INCREASED
Shares261 from 242
Change+19 (+8%)
Value$302.3K (+$12.5K)
Filed 2026-10-27
NIA Impact Advisors, LLC
NEW
Shares260
Change+260
Value$301.0K
Filed 2026-11-04
TriaGen Wealth Management LLC
INCREASED
Shares259 from 244
Change+15 (+6%)
Value$300.1K (+$7.4K)
Filed 2026-10-14
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$299.7K (-$11.0K)
Filed 2026-10-21
Aurora Private Wealth, Inc.
INCREASED
Shares257 from 220
Change+37 (+17%)
Value$297 (-$262.7K)
Filed 2026-10-20
Marathon Mission, Inc.
INCREASED
Shares257 from 233
Change+24 (+10%)
Value$297.4K (+$17.9K)
Filed 2026-10-01
Harbor Group, Inc.
INCREASED
Shares257 from 252
Change+5 (+2%)
Value$297.7K (-$4.4K)
Filed 2026-10-14
Lincoln Capital Corp
INCREASED
Shares255 from 210
Change+45 (+21%)
Value$295.1K (+$43.2K)
Filed 2026-10-13
Waller Financial Planning Group, Inc
DECREASED
Shares255 from 278
Change-23 (-8%)
Value$295.5K (-$38.4K)
Filed 2026-10-07
OFS Enterprise LLC
DECREASED
Shares255 from 262
Change-7 (-3%)
Value$295.1K (-$19.2K)
Filed 2026-10-16
15 Wealth Advisors LLC
NEW
Shares254
Change+254
Value$294.3K
Filed 2026-10-14
Ridgeline Wealth Planning, LLC
INCREASED
Shares254 from 194
Change+60 (+31%)
Value$294.0K (+$61.2K)
Filed 2026-10-29
Financial Harvest, LLC
INCREASED
Shares253 from 240
Change+13 (+5%)
Value$293.2K (+$4.9K)
Filed 2026-10-15
LCM Capital Management Inc
INCREASED
Shares253 from 245
Change+8 (+3%)
Value$292.7K (-$1.1K)
Filed 2026-10-20
Fidato Wealth LLC
NEW
Shares252
Change+252
Value$291.6K
Filed 2026-10-13
Foundation Wealth Management, LLC
NEW
Shares252
Change+252
Value$291.6K
Filed 2026-10-22
Stirlingshire Investments, Inc.
DECREASED
Shares252 from 289
Change-37 (-13%)
Value$291.7K (-$54.7K)
Filed 2026-11-05
Stanich Group LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$291.6K (-$10.7K)
Filed 2026-10-16
Seven Hills Financial, LLC
NEW
Shares250
Change+250
Value$288.7K
Filed 2026-10-13
Chemung Canal Trust Co
DECREASED
Shares250 from 266
Change-16 (-6%)
Value$289.3K (-$29.8K)
Filed 2026-11-04
Stonehearth Capital Management, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$289.3K (-$10.6K)
Filed 2026-10-13
Kieckhefer Group LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$289.3K (-$10.6K)
Filed 2026-10-13
SwitchPoint Financial Planning, LLC
DECREASED
Shares249 from 348
Change-99 (-28%)
Value$288.1K (-$129.4K)
Filed 2026-11-02
Meridian Financial Advisors, LLC
NEW
Shares248
Change+248
Value$287.0K
Filed 2026-10-14
Total Investment Management Inc
DECREASED
Shares248 from 256
Change-8 (-3%)
Value$287.0K (-$7.1K)
Filed 2026-10-22
First Pacific Financial
DECREASED
Shares248 from 249
Change-1 (0%)
Value$287.1K (-$11.3K)
Filed 2026-10-14
Cooper Capital Advisors LLC
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$287.0K (-$10.5K)
Filed 2026-10-29
Stewardship Concepts Financial Services LLC
INCREASED
Shares247 from 228
Change+19 (+8%)
Value$285.8K (+$12.3K)
Filed 2026-10-06
Unique Wealth Strategies, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$296.8K ($0)
Filed 2026-10-13
Well Done, LLC
INCREASED
Shares246 from 217
Change+29 (+13%)
Value$284.6K (+$24.4K)
Filed 2026-10-20
LifeSteps Financial, Inc.
DECREASED
Shares246 from 263
Change-17 (-6%)
Value$284.3K (-$31.2K)
Filed 2026-10-15
Arrien Investments, Inc.
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$284.6K (-$10.4K)
Filed 2026-10-30
Transce3nd, LLC
NEW
Shares245
Change+245
Value$311.3K
Filed 2026-10-26
Mosley Wealth Management
DECREASED
Shares245 from 263
Change-18 (-7%)
Value$307.1K (-$8.8K)
Filed 2026-10-16
Bayshore Asset Management, LLC
NEW
Shares244
Change+244
Value$288.6K
Filed 2026-11-03
Watershed Private Wealth LLC
INCREASED
Shares244 from 209
Change+35 (+17%)
Value$282.3K (+$31.6K)
Filed 2026-10-30
Genesee Capital Advisors, LLC
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$282.3K (-$10.1K)
Filed 2026-10-20
Emprise Bank
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$282.3K (-$10.3K)
Filed 2026-10-07
Covestor Ltd
DECREASED
Shares243 from 255
Change-12 (-5%)
Value$282 (-$306.7K)
Filed 2026-10-30
Capital Wealth Alliance, LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$281.0K (-$9.9K)
Filed 2026-10-20
Urban Wealth Management, LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$281.2K (-$10.3K)
Filed 2026-10-21
Commonwealth Retirement Investments LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$281.0K (-$10.2K)
Filed 2026-10-26
Alkeme Wealth, LLC
INCREASED
Shares242 from 222
Change+20 (+9%)
Value$280.0K (+$13.7K)
Filed 2026-10-08
Sather Financial Group Inc
INCREASED
Shares241 from 235
Change+6 (+3%)
Value$278.9K (-$3.0K)
Filed 2026-10-30
Martin Capital Partners, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$278.9K (-$10.2K)
Filed 2026-10-07
JIM Saulnier & Associates, LLC
DECREASED
Shares240 from 249
Change-9 (-4%)
Value$277.9K (-$20.5K)
Filed 2026-11-04
Wynn Capital, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$277.7K (-$10.2K)
Filed 2026-10-13
Citrine Capital LLC
INCREASED
Shares239 from 220
Change+19 (+9%)
Value$276.5K (+$12.7K)
Filed 2026-10-14
Foundry Financial Group, Inc.
INCREASED
Shares239 from 227
Change+12 (+5%)
Value$276.5K (+$4.3K)
Filed 2026-10-28
Kitching Partners, LLC
DECREASED
Shares238 from 239
Change-1 (0%)
Value$275.4K (-$11.3K)
Filed 2026-11-02
Northern Capital Management, Inc.
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$275.8K (-$10.0K)
Filed 2026-11-05
Blossom Wealth Management
NEW
Shares237
Change+237
Value$273.8K
Filed 2026-11-03
Centennial Wealth Advisory LLC
INCREASED
Shares236 from 224
Change+12 (+5%)
Value$273.3K (+$4.4K)
Filed 2026-10-16
Davidson Investment Advisors
INCREASED
Shares236 from 232
Change+4 (+2%)
Value$273.1K (-$5.2K)
Filed 2026-10-20
Midwest Capital Advisors, LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$273.6K (-$10.0K)
Filed 2026-11-04
Valued Retirements, Inc.
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$273.0K (-$9.9K)
Filed 2026-11-06
Legacy Advisory Services, LLC
INCREASED
Shares235 from 193
Change+42 (+22%)
Value$272.5K (+$40.4K)
Filed 2026-10-20
Roan Capital Partners
INCREASED
Shares235 from 196
Change+39 (+20%)
Value$271.9K (+$36.8K)
Filed 2026-10-09
Balance Wealth Partners LLC
DECREASED
Shares235 from 269
Change-34 (-13%)
Value$271.7K (-$51.3K)
Filed 2026-10-27
Noesis Capital Mangement Corp
DECREASED
Shares235 from 268
Change-33 (-12%)
Value$271.3K (-$50.2K)
Filed 2026-10-26
Lockerman Financial Group, Inc.
DECREASED
Shares234 from 243
Change-9 (-4%)
Value$271.0K (-$20.5K)
Filed 2026-10-19
Burkett Financial Services, LLC
INCREASED
Shares233 from 197
Change+36 (+18%)
Value$269.8K (+$32.4K)
Filed 2026-10-01
Evolution Wealth Advisors, LLC
INCREASED
Shares233 from 211
Change+22 (+10%)
Value$269.7K (+$16.6K)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED
Shares233 from 228
Change+5 (+2%)
Value$269.6K (-$3.9K)
Filed 2026-11-03
Fortress Financial Group, LLC
INCREASED
Shares233 from 232
Change+1 (+0%)
Value$270.0K (-$8.3K)
Filed 2026-10-21
Hoey Investments, Inc
INCREASED
Shares231 from 187
Change+44 (+24%)
Value$267.3K (+$43.0K)
Filed 2026-10-29
QP Wealth Management, LLC
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$267.3K (-$9.8K)
Filed 2026-10-20
Omnitrust Wealth Management, Inc
NEW
Shares230
Change+230
Value$266.1K
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares230 from 154
Change+76 (+49%)
Value$265.8K (+$80.2K)
Filed 2026-11-04
SC&H Financial Advisors, Inc.
DECREASED
Shares230 from 296
Change-66 (-22%)
Value$265.9K (-$89.0K)
Filed 2026-10-14
True Blue Financial, LLC
INCREASED
Shares230 from 225
Change+5 (+2%)
Value$266.1K (-$3.7K)
Filed 2026-10-15
Tran Capital Management, L.P.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$266.1K (-$9.7K)
Filed 2026-10-19
Austin Wealth Management, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$269.1K (-$2.2K)
Filed 2026-11-06
North Capital, Inc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$268.3K (-$7.6K)
Filed 2026-10-16
WealthPoint Financial, LLC
INCREASED
Shares229 from 218
Change+11 (+5%)
Value$265.2K (+$3.5K)
Filed 2026-11-03
Montz Harcus Wealth Management LLC
INCREASED
Shares229 from 224
Change+5 (+2%)
Value$265.0K (-$3.4K)
Filed 2026-10-09
Rinkey Investments
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$265.0K (-$9.7K)
Filed 2026-10-28
Curran Financial Partners, LLC
INCREASED
Shares227 from 206
Change+21 (+10%)
Value$262.4K (+$14.8K)
Filed 2026-11-04
marrick wealth, LLC
INCREASED
Shares227 from 223
Change+4 (+2%)
Value$262.7K (-$4.8K)
Filed 2026-10-20
Ndwm LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$262.7K (-$9.6K)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$262.7K (-$9.6K)
Filed 2026-10-16
Western Reserve Capital Management, LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$262.7K (-$9.6K)
Filed 2026-10-14
LMG Wealth Partners, LLC
NEW
Shares226
Change+226
Value$261.5K
Filed 2026-11-05
Rockport Wealth LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$261.5K (-$9.6K)
Filed 2026-11-03
Donalies Financial Planning, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$260.4K (-$9.5K)
Filed 2026-10-19
David Kennon Inc
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$258.8K (-$9.4K)
Filed 2026-10-13
Weinberger Asset Management, Inc
INCREASED
Shares223 from 214
Change+9 (+4%)
Value$257.6K (+$12.2K)
Filed 2026-10-28
Brighton Securities Corp.
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$258.0K (-$9.4K)
Filed 2026-10-08
Bdfs Capital LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$258.4K (-$9.3K)
Filed 2026-10-14
Lpwm LLC
NEW
Shares222
Change+222
Value$257.4K
Filed 2026-10-20
Mandatum Life Insurance Co Ltd
DECREASED
Shares222 from 232
Change-10 (-4%)
Value$256.9K (-$21.4K)
Filed 2026-11-06
Saxon Interests, Inc.
DECREASED
Shares221 from 1,217
Change-996 (-82%)
Value$255.7K (-$1.2M)
Filed 2026-10-26
Cynosure Group, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$254.9K (-$8.9K)
Filed 2026-11-03
Cathy Pareto & Associates, Inc
INCREASED
Shares219 from 217
Change+2 (+1%)
Value$254.4K (-$7.8K)
Filed 2026-10-15
S.E.E.D. Planning Group LLC
NEW
Shares218
Change+218
Value$252.3K
Filed 2026-10-07
Friday Financial
NEW
Shares218
Change+218
Value$250.9K
Filed 2026-10-09
Lotus Asset Management LLC
NEW
Shares217
Change+217
Value$251.2K
Filed 2026-10-14
Denver PWM, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$250.3K (-$4.9K)
Filed 2026-10-22
Wealth Advisors Northwest LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$249.9K (-$9.1K)
Filed 2026-10-29
DWR Wealth Management, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$255.4K (-$9.8K)
Filed 2026-10-13
Kaydan Wealth Management, Inc.
INCREASED
Shares215 from 199
Change+16 (+8%)
Value$248.8K (+$10.1K)
Filed 2026-10-08
Sherrill & Hutchins Financial Advisory, Inc
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$248.8K (-$9.1K)
Filed 2026-10-14
Nicollet Investment Management, Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$248 (-$256.8K)
Filed 2026-10-14
Grant Street Asset Management, Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$247.6K (-$9.1K)
Filed 2026-10-26
Frederick Financial Consultants, LLC
INCREASED
Shares213 from 195
Change+18 (+9%)
Value$247.0K (+$12.6K)
Filed 2026-10-29
Mokosak Advisory Group, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$247.3K (-$8.7K)
Filed 2026-10-20
Liberty Atlantic Advisors LLC
NEW
Shares212
Change+212
Value$245.3K
Filed 2026-10-14
Ergawealth Advisors, Inc.
DECREASED
Shares212 from 214
Change-2 (-1%)
Value$245.1K (-$11.6K)
Filed 2026-10-21
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares211 from 209
Change+2 (+1%)
Value$243.8K (-$6.3K)
Filed 2026-10-14
Shira Ridge Wealth Management
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$243.5K (-$8.9K)
Filed 2026-10-09
Barry Investment Advisors, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$241.6K (-$8.8K)
Filed 2026-10-14
Capital Investment Services of America, Inc.
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$240.7K (-$8.8K)
Filed 2026-11-02
Ironsides Asset Advisors, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$240.7K (-$8.8K)
Filed 2026-10-20
Central Valley Advisors, LLC
DECREASED
Shares207 from 310
Change-103 (-33%)
Value$239.5K (-$132.3K)
Filed 2026-10-27
Briggs Wealth Management, Inc
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$239.5K (-$8.8K)
Filed 2026-10-26
Phillip James Consulting Co.
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$239.5K (-$8.8K)
Filed 2026-11-03
Wheelhouse Advisory Group LLC
DECREASED
Shares206 from 918
Change-712 (-78%)
Value$238.4K (-$863.0K)
Filed 2026-10-20
Birch Financial Group, LLC
NEW
Shares205
Change+205
Value$237.4K
Filed 2026-10-27
Birchwood Financial Partners, Inc.
INCREASED
Shares203 from 183
Change+20 (+11%)
Value$234.8K (+$15.1K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
INCREASED
Shares203 from 195
Change+8 (+4%)
Value$234.9K (+$998)
Filed 2026-10-21
TrustWell Financial Advisors, LLC
DECREASED
Shares203 from 205
Change-2 (-1%)
Value$234.9K (-$11.0K)
Filed 2026-10-15
Viewpoint Capital Management LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$235.2K (-$8.5K)
Filed 2026-10-27
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$234.5K (-$8.6K)
Filed 2026-10-20
rebel Financial LLC
NEW
Shares202
Change+202
Value$234.1K
Filed 2026-11-04
Dmkc Advisory Services, LLC
DECREASED
Shares202 from 209
Change-7 (-3%)
Value$233.7K (-$17.0K)
Filed 2026-11-04
Poinciana Advisors Group, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$233.7K (-$8.6K)
Filed 2026-11-06
Networth Advisors, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$234.2K (-$8.2K)
Filed 2026-11-03
Athena Wealth Management, LLC
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$233.8K (-$8.5K)
Filed 2026-10-09
Towne Trust Company, N.a
DECREASED
Shares201 from 224
Change-23 (-10%)
Value$232.6K (-$36.1K)
Filed 2026-10-28
Scott Capital Advisors, LLC
DECREASED
Shares200 from 270
Change-70 (-26%)
Value$237.7K (-$86.1K)
Filed 2026-10-13
BCK Partners, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$231.4K (-$8.5K)
Filed 2026-10-23
Ulland Investment Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$231 (-$9)
Filed 2026-10-13
Harbor Asset Planning, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$231.8K (-$8.5K)
Filed 2026-10-23
Fortress Financial Solutions, LLC
NEW
Shares199
Change+199
Value$229.8K
Filed 2026-10-14
Insight Wealth Partners, LLC
DECREASED
Shares199 from 255
Change-56 (-22%)
Value$230.5K (-$75.2K)
Filed 2026-10-26
Alliance Wealth Management Group
DECREASED
Shares199 from 223
Change-24 (-11%)
Value$230.3K (-$37.2K)
Filed 2026-10-29
Factor Wealth Management LTD
DECREASED
Shares199 from 217
Change-18 (-8%)
Value$230.3K (-$30.0K)
Filed 2026-10-08
Hurley Capital, LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$231.2K (-$6.9K)
Filed 2026-11-05
A&I Financial Services, LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$230.3K (-$8.4K)
Filed 2026-10-15
Parker Financial LLC
DECREASED
Shares198 from 209
Change-11 (-5%)
Value$228.6K (-$22.4K)
Filed 2026-11-05
Moller Wealth Partners
INCREASED
Shares198 from 197
Change+1 (+1%)
Value$229.1K (-$7.2K)
Filed 2026-10-15
Highland Financial Advisors, LLC
NEW
Shares197
Change+197
Value$227.6K
Filed 2026-10-19
ODonnell Financial Services, LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$228.1K (-$8.2K)
Filed 2026-11-09
Fogel Capital Management, Inc.
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$227.9K (-$8.3K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$226.3K (-$9.1K)
Filed 2026-10-26
Oasis Advisors, LLC
NEW
Shares195
Change+195
Value$226.0K
Filed 2026-10-16
Burkett Asset Management Ltd
DECREASED
Shares195 from 203
Change-8 (-4%)
Value$225.6K (-$17.9K)
Filed 2026-10-13
Milestone Asset Management Group, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$225.5K (-$8.2K)
Filed 2026-10-20
Bauman Advisory Group, LLC
NEW
Shares194
Change+194
Value$225.0K
Filed 2026-10-29
Measured Risk Portfolios, Inc.
DECREASED
Shares193 from 196
Change-3 (-2%)
Value$223.3K (-$11.8K)
Filed 2026-10-21
Kennebec Savings Bank
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$223.3K (-$8.2K)
Filed 2026-10-22
Delta Financial Advisors LLC
NEW
Shares192
Change+192
Value$222.2K
Filed 2026-10-27
Pioneer Wealth Management Group
NEW
Shares191
Change+191
Value$221.0K
Filed 2026-10-09
Blue Zone Wealth Advisors, LLC
INCREASED
Shares191 from 175
Change+16 (+9%)
Value$221.0K (+$11.1K)
Filed 2026-10-19
Flywheel Private Wealth LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$220.0K (-$8.1K)
Filed 2026-11-02
L.K. Benson & Company, P.C.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$219.8K (-$8.2K)
Filed 2026-10-23
CPR Investments Inc.
NEW
Shares189
Change+189
Value$218.3K
Filed 2026-10-26
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares189 from 190
Change-1 (-1%)
Value$218.7K (-$9.2K)
Filed 2026-10-19
Bonfire Financial
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$219.0K (-$7.7K)
Filed 2026-11-06
First Hawaiian Bank
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$217.5K (-$8.0K)
Filed 2026-10-14
Bull Street Advisors, LLC
NEW
Shares187
Change+187
Value$216
Filed 2026-10-20
Essential Planning, Llc.
DECREASED
Shares187 from 2,850
Change-2,663 (-93%)
Value$216.4K (-$3.2M)
Filed 2026-10-21
DB&C Advisors, LLC
INCREASED
Shares186 from 185
Change+1 (+1%)
Value$214.8K (-$7.5K)
Filed 2026-10-26
Sugar Maple Asset Management, LLC
NEW
Shares185
Change+185
Value$214.1K
Filed 2026-10-13
Equita Financial Network, Inc.
DECREASED
Shares185 from 226
Change-41 (-18%)
Value$214.1K (-$57.0K)
Filed 2026-10-19
PMG Family Office LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$214.1K (-$7.8K)
Filed 2026-10-19
Townsend & Associates, Inc
NEW
Shares184
Change+184
Value$231.6K
Filed 2026-10-23
FF Advisors,LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$211.8K (-$7.7K)
Filed 2026-10-21
Sensible Money, LLC
DECREASED
Shares182 from 200
Change-18 (-9%)
Value$210.6K (-$29.3K)
Filed 2026-10-20
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares182 from 186
Change-4 (-2%)
Value$210.4K (-$12.4K)
Filed 2026-10-29
Greystone Financial Group, LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$210.6K (-$7.7K)
Filed 2026-10-26
Portland Financial Advisors Inc
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$210.6K (-$7.7K)
Filed 2026-10-26
AAF Wealth Management, LLC
NEW
Shares180
Change+180
Value$208.3K
Filed 2026-10-28
Serenity Investment Advisors
DECREASED
Shares180 from 230
Change-50 (-22%)
Value$208.3K (-$77.9K)
Filed 2026-10-30
Good Harbor Advisors, Inc.
DECREASED
Shares180 from 192
Change-12 (-6%)
Value$208.3K (-$22.0K)
Filed 2026-10-20
Landmark Wealth Management, LLC
DECREASED
Shares180 from 185
Change-5 (-3%)
Value$208.0K (-$13.9K)
Filed 2026-11-03
DeLarme Wealth Management, Inc.
INCREASED
Shares180 from 179
Change+1 (+1%)
Value$208.5K (-$6.4K)
Filed 2026-10-30
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$208.3K (-$7.6K)
Filed 2026-11-02
Bedminster, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$208.3K (-$7.6K)
Filed 2026-11-04
Cdkv Holdings LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$208.3K (-$7.6K)
Filed 2026-10-28
Unify Financial Advisors
DECREASED
Shares179 from 209
Change-30 (-14%)
Value$207.1K (-$43.6K)
Filed 2026-11-03
Dumont & Blake Investment Advisors LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$207.1K (-$7.6K)
Filed 2026-10-28
Grove Street Fiduciary, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$207.1K (-$7.6K)
Filed 2026-10-13
Single Point Partners, LLC
DECREASED
Shares178 from 201
Change-23 (-11%)
Value$208.7K (-$32.4K)
Filed 2026-10-19
Colton Groome Financial Advisors, LLC
NEW
Shares177
Change+177
Value$204.4K
Filed 2026-10-06
Midwest Financial Partners Investments, Inc.
DECREASED
Shares177 from 184
Change-7 (-4%)
Value$204.8K (-$15.9K)
Filed 2026-10-08
Walleye Partners, LLC
DECREASED
Shares177 from 178
Change-1 (-1%)
Value$204.8K (-$8.7K)
Filed 2026-10-13
Verity & Verity, LLC
NEW
Shares175
Change+175
Value$202.5K
Filed 2026-10-23
FMA Wealth Management, LLC
DECREASED
Shares175 from 200
Change-25 (-12%)
Value$202.5K (-$37.4K)
Filed 2026-10-21
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares175 from 180
Change-5 (-3%)
Value$202.5K (-$13.4K)
Filed 2026-10-14
LongView Wealth Management
DECREASED
Shares175 from 178
Change-3 (-2%)
Value$202.3K (-$10.9K)
Filed 2026-10-19
Lakewood Asset Management LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$202.8K (-$7.4K)
Filed 2026-10-26
Fiscal Wisdom Wealth Management, LLC
NEW
Shares174
Change+174
Value$201.5K
Filed 2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares174 from 201
Change-27 (-13%)
Value$201.9K (-$39.6K)
Filed 2026-10-20
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares173 from 223
Change-50 (-22%)
Value$200.5K (-$67.3K)
Filed 2026-11-03
Santori & Peters, Inc.
DECREASED
Shares173 from 178
Change-5 (-3%)
Value$200.2K (-$13.3K)
Filed 2026-10-26
Livelsberger Financial Advisory
NEW
Shares167
Change+167
Value$193.2K
Filed 2026-10-28
Friedenthal Financial
NEW
Shares165
Change+165
Value$190.9K
Filed 2026-10-27
Knuff & Co LLC
DECREASED
Shares165 from 191
Change-26 (-14%)
Value$190.9K (-$38.2K)
Filed 2026-11-06
Maseco LLP
INCREASED
Shares163 from 39
Change+124 (+318%)
Value$189.1K (+$142.3K)
Filed 2026-10-27
Reyes Financial Architecture, Inc.
DECREASED
Shares163 from 266
Change-103 (-39%)
Value$188.6K (-$130.4K)
Filed 2026-10-22
Ramsey Quantitative Systems
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$185.1K (-$6.8K)
Filed 2026-10-22
Prism Planning Partners LLC
NEW
Shares159
Change+159
Value$184.0K
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares151 from 143
Change+8 (+6%)
Value$174.7K (+$3.2K)
Filed 2026-10-28
Kingdom Financial Group Llc.
INCREASED
Shares150 from 22
Change+128 (+582%)
Value$174.0K (+$147.5K)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$173.6K (-$6.4K)
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$163.9K (-$6.0K)
Filed 2026-10-28
Syntax Research, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$162.0K (-$5.9K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares139 from 109
Change+30 (+28%)
Value$160.8K (+$30.2K)
Filed 2026-11-02
Birch Capital Management, LLC
INCREASED
Shares138 from 103
Change+35 (+34%)
Value$159.7K (+$36.1K)
Filed 2026-10-27
Retirement Wealth Solutions LLC
INCREASED
Shares135 from 109
Change+26 (+24%)
Value$156.2K (+$25.5K)
Filed 2026-10-07
Valued Wealth Advisors LLC
INCREASED
Shares134 from 125
Change+9 (+7%)
Value$155.2K (+$5.2K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$153.9K (-$5.6K)
Filed 2026-10-16
Hickory Point Bank & Trust
DECREASED
Shares131 from 226
Change-95 (-42%)
Value$151.6K (-$119.5K)
Filed 2026-10-01
Monetary Solutions, Ltd
INCREASED
Shares131 from 130
Change+1 (+1%)
Value$151.6K (-$4.3K)
Filed 2026-10-22
RHL Group, LLC
DECREASED
Shares128 from 138
Change-10 (-7%)
Value$148.7K (-$16.8K)
Filed 2026-11-04
10Elms LLP
INCREASED
Shares127 from 123
Change+4 (+3%)
Value$146.9K (-$581)
Filed 2026-11-06
MB, Levis & Associates, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$145.0K (-$5.3K)
Filed 2026-10-16
Lynch Investment Planning, LLC
NEW
Shares123
Change+123
Value$142.3K
Filed 2026-10-27
Bayban
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$145.1K ($0)
Filed 2026-11-05
Navigoe, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$130 (-$134.9K)
Filed 2026-11-04
AXS Investments LLC
DECREASED
Shares112 from 130
Change-18 (-14%)
Value$129.6K (-$26.3K)
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
DECREASED
Shares111 from 134
Change-23 (-17%)
Value$128.4K (-$32.3K)
Filed 2026-11-03
GK Wealth Management LLC
DECREASED
Shares109 from 217
Change-108 (-50%)
Value$126.0K (-$135.4K)
Filed 2026-10-09
Winch Advisory Services, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$121.7K (-$4.4K)
Filed 2026-11-06
William Mack & Associates, Inc.
NEW
Shares101
Change+101
Value$116.9K
Filed 2026-10-27
Compound Global Advisors, LLC
INCREASED
Shares100 from 90
Change+10 (+11%)
Value$115.7K (+$7.8K)
Filed 2026-10-20
Bare Financial Services, Inc
INCREASED
Shares100 from 93
Change+7 (+8%)
Value$115.7K (+$4.2K)
Filed 2026-11-04
Aspect Partners, LLC
DECREASED
Shares100 from 101
Change-1 (-1%)
Value$115.7K (-$5.4K)
Filed 2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$115.7K (-$4.2K)
Filed 2026-11-02
Planning Strategies Inc.
INCREASED
Shares96 from 42
Change+54 (+129%)
Value$111.2K (+$60.8K)
Filed 2026-10-02
Gilpin Wealth Management, LLC
INCREASED
Shares95 from 52
Change+43 (+83%)
Value$109.9K (+$47.6K)
Filed 2026-10-09
Prudent Man Investment Management, Inc.
INCREASED
Shares84 from 71
Change+13 (+18%)
Value$97.2K (+$20.9K)
Filed 2026-11-03
Downshift Financial, LLC
DECREASED
Shares80 from 82
Change-2 (-2%)
Value$92.6K (-$5.8K)
Filed 2026-10-13
Marquette Asset Management, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$92.6K (-$3.4K)
Filed 2026-10-09
SBK Financial, Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$91.4K (-$3.3K)
Filed 2026-11-02
IMG Wealth Management, Inc.
INCREASED
Shares78 from 60
Change+18 (+30%)
Value$90.3K (+$18.3K)
Filed 2026-10-27
High Point Wealth Management, LLC
INCREASED
Shares78 from 70
Change+8 (+11%)
Value$90.3K (+$6.3K)
Filed 2026-11-05
Redwood Park Advisors LLC
INCREASED
Shares77 from 7
Change+70 (+1000%)
Value$89.1K (+$80.7K)
Filed 2026-11-02
Dakota Community Bank & Trust NA
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$87.9K (-$3.2K)
Filed 2026-10-09
New England Capital Financial Advisors LLC
INCREASED
Shares75 from 34
Change+41 (+121%)
Value$86.2K (+$44.9K)
Filed 2026-11-03
Fiduciary Advisors, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$86.8K (-$3.2K)
Filed 2026-10-16
Fairway Wealth LLC
INCREASED
Shares74 from 5
Change+69 (+1380%)
Value$85.6K (+$79.6K)
Filed 2026-10-30
United Financial Planning Group LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$85.6K (-$3.1K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$84.5K (-$3.1K)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$80.0K (-$2.9K)
Filed 2026-10-15
Breakwater Investment Management
INCREASED
Shares65 from 59
Change+6 (+10%)
Value$75.2K (+$4.4K)
Filed 2026-10-20
Hoese & Co LLP
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$75.2K (-$2.8K)
Filed 2026-10-21
Hara Capital LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$75.2K (-$2.8K)
Filed 2026-10-30
John Boyer, Inc.
NEW
Shares62
Change+62
Value$72.3K
Filed 2026-10-27
Blume Capital Management, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$69.4K (-$2.5K)
Filed 2026-10-26
Antipodes Partners Ltd
DECREASED
Shares56 from 122
Change-66 (-54%)
Value$64.8K (-$81.5K)
Filed 2026-11-05
CGC Financial Services, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$64.0K (-$2.2K)
Filed 2026-10-13
AlphaCentric Advisors LLC
INCREASED
Shares52 from 48
Change+4 (+8%)
Value$60.2K (+$2.6K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$59.0K (-$2.2K)
Filed 2026-10-30
Kozak & Associates, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$64.8K (+$4.9K)
Filed 2026-10-29
Western Pacific Wealth Management, LP
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$58.1K (-$2.1K)
Filed 2026-10-16
Accordant Advisory Group Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$57.9K (-$2.1K)
Filed 2026-10-29
KFG LLC
NEW
Shares49
Change+49
Value$56.7K
Filed 2026-11-02
Tounjian Advisory Partners, LLC
DECREASED
Shares48 from 58
Change-10 (-17%)
Value$55.8K (-$14.1K)
Filed 2026-11-04
West Financial Advisors, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$53.2K (-$1.9K)
Filed 2026-10-22
Davis Capital Management
DECREASED
Shares43 from 61
Change-18 (-30%)
Value$49.8K (-$23.4K)
Filed 2026-10-08
Foresight Capital Management Advisors, Inc.
NEW
Shares42
Change+42
Value$48.8K
Filed 2026-10-27
Manitou Investment Management Ltd.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$46.3K (-$1.7K)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$46.8K (-$1.7K)
Filed 2026-10-28
Peck Wealth Management, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$45.1K (-$1.7K)
Filed 2026-10-29
Nvest Wealth Strategies, Inc.
DECREASED
Shares35 from 39
Change-4 (-10%)
Value$40.8K (-$6.3K)
Filed 2026-10-14
Summit Securities Group LLC
DECREASED
Shares34 from 203
Change-169 (-83%)
Value$39.3K (-$204.1K)
Filed 2026-11-05
Dorato Capital Management
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$40.4K (+$5)
Filed 2026-10-08
Acima Private Wealth, LLC
DECREASED
Shares32 from 75
Change-43 (-57%)
Value$37.0K (-$52.9K)
Filed 2026-10-05
Torren Management, LLC
INCREASED
Shares32 from 7
Change+25 (+357%)
Value$37.0K (+$28.6K)
Filed 2026-10-29
Pacific Center for Financial Services
INCREASED
Shares29 from 14
Change+15 (+107%)
Value$33.6K (+$16.8K)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
DECREASED
Shares29 from 32
Change-3 (-9%)
Value$33.7K (-$4.7K)
Filed 2026-11-02
WestEnd Advisors, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$27.8K (-$1.0K)
Filed 2026-10-27
Investors Research Corp
NEW
Shares21
Change+21
Value$24.3K
Filed 2026-10-07
Signature Resources Capital Management, LLC
INCREASED
Shares21 from 17
Change+4 (+24%)
Value$24.3K (+$3.9K)
Filed 2026-10-16
RMG Wealth Management LLC
INCREASED
Shares21 from 19
Change+2 (+11%)
Value$27.1K (+$3.9K)
Filed 2026-10-26
NorthAvenue LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$24.3K (-$890)
Filed 2026-10-29
CKW Financial Group
INCREASED
Shares20 from 5
Change+15 (+300%)
Value$23 (-$6.0K)
Filed 2026-10-29
Thompson Investment Management, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$23.1K (-$847)
Filed 2026-10-14
Berbice Capital Management LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$23.1K (-$844)
Filed 2026-10-13
Bernzott Capital Advisors
NEW
Shares18
Change+18
Value$20.8K
Filed 2026-10-29
Key Capital Management, Inc
INCREASED
Shares18 from 6
Change+12 (+200%)
Value$20.8K (+$13.6K)
Filed 2026-11-03
Essential Investment Partners LLC
NEW
Shares17
Change+17
Value$19.7K
Filed 2026-10-27
PayPay Securities Corp
DECREASED
Shares15 from 16
Change-1 (-6%)
Value$17.4K (-$1.8K)
Filed 2026-10-27
Richardson Capital Management LLC
NEW
Shares13
Change+13
Value$15.0K
Filed 2026-10-23
Lipe & Dalton
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$15 (-$1)
Filed 2026-10-15
Vima LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$15.0K (-$551)
Filed 2026-10-23
Steph & Co
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$11.6K (-$423)
Filed 2026-10-07
Point Nemo Capital, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$11.6K (-$423)
Filed 2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$11.6K (-$423)
Filed 2026-10-14
POM Investment Strategies, LLC
DECREASED
Shares8 from 48
Change-40 (-83%)
Value$9.3K (-$48.3K)
Filed 2026-10-20
Team Financial Group, LLC
NEW
Shares7
Change+7
Value$8.1K
Filed 2026-10-30
Intelligent Financial Strategies
NEW
Shares7
Change+7
Value$8.1K
Filed 2026-10-16
Next Level Wealth Planning, LLC
NEW
Shares7
Change+7
Value$8.1K
Filed 2026-10-29
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares7 from 8
Change-1 (-12%)
Value$8.1K (-$1.5K)
Filed 2026-10-07
Advocate Investing Services LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$8.1K (-$296)
Filed 2026-10-26
Sunrise Financial Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$6.9K (-$255)
Filed 2026-10-21
Disciplina Capital Management LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$4.7K (-$163)
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
NEW
Shares3
Change+3
Value$3.5K
Filed 2026-10-27
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$3.5K (-$127)
Filed 2026-10-29
Newton One Investments LLC
NEW
Shares2
Change+2
Value$2.3K
Filed 2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$2.3K (-$84)
Filed 2026-10-15
Caitong International Asset Management Co., Ltd
DECREASED
Shares1 from 5,347
Change-5,346 (-100%)
Value$1.2K (-$6.4M)
Filed 2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 8,310
Change-8,310 (-100%)
Value$0 (-$10.0M)
Filed 2026-10-16
Machina Capital S.A.S.
CLOSED
Shares0 from 3,054
Change-3,054 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-05
Bellwether Advisors, LLC
CLOSED
Shares0 from 2,793
Change-2,793 (-100%)
Value$0 (-$3.4M)
Filed 2026-11-09
Targeted Financial Services LLC
CLOSED
Shares0 from 1,900
Change-1,900 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-19
Provident Wealth Management, LLC
CLOSED
Shares0 from 1,334
Change-1,334 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-20
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,147
Change-1,147 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Motley Fool Asset Management LLC
CLOSED
Shares0 from 1,101
Change-1,101 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
Cannon Advisors, Inc.
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Burford Brothers, Inc.
CLOSED
Shares0 from 890
Change-890 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Sepio Capital, LP
CLOSED
Shares0 from 826
Change-826 (-100%)
Value$0 (-$990.2K)
Filed 2026-10-22
FSA Investment Group, LLC
CLOSED
Shares0 from 754
Change-754 (-100%)
Value$0 (-$904.4K)
Filed 2026-10-07
Scarborough Advisors, LLC
CLOSED
Shares0 from 723
Change-723 (-100%)
Value$0 (-$819.6K)
Filed 2026-10-16
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 633
Change-633 (-100%)
Value$0 (-$759.2K)
Filed 2026-10-16
Pictet Bank & Trust Ltd
CLOSED
Shares0 from 540
Change-540 (-100%)
Value$0 (-$647.7K)
Filed 2026-10-21
Breachway Investments LLC
CLOSED
Shares0 from 513
Change-513 (-100%)
Value$0 (-$615.9K)
Filed 2026-10-19
Ldic Inc.
CLOSED
Shares0 from 498
Change-498 (-100%)
Value$0 (-$597.3K)
Filed 2026-10-14
Laurion Capital Management LP
CLOSED
Shares0 from 448
Change-448 (-100%)
Value$0 (-$537.3K)
Filed 2026-10-30
Sunesis Advisors, LLC
CLOSED
Shares0 from 419
Change-419 (-100%)
Value$0 (-$502.6K)
Filed 2026-10-26
Verus Wealth Management, LLC
CLOSED
Shares0 from 344
Change-344 (-100%)
Value$0 (-$412.6K)
Filed 2026-10-13
Opus Financial Solutions LLC
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$361.2K)
Filed 2026-11-06
Guidance Capital, Inc
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$346.4K)
Filed 2026-11-03
Beirne Wealth Consulting Services, LLC
CLOSED
Shares0 from 294
Change-294 (-100%)
Value$0 (-$352.6K)
Filed 2026-10-19
RIA Advisory Group LLC
CLOSED
Shares0 from 259
Change-259 (-100%)
Value$0 (-$310.4K)
Filed 2026-10-15
Fulcrum Wealth Advisors, LLC
CLOSED
Shares0 from 248
Change-248 (-100%)
Value$0 (-$297.6K)
Filed 2026-10-16
Morling Financial Advisors, LLC
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$283.1K)
Filed 2026-10-28
Hanseatic Management Services Inc
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$244.7K)
Filed 2026-10-27
Todd Asset Management LLC
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$243.5K)
Filed 2026-10-27
Dynamic Financial Group
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-28
4J Wealth Management LLC
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$232.7K)
Filed 2026-11-02
Sensenig Capital Advisors, Inc
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$212.3K)
Filed 2026-10-23
Paradigm, Strategies in Wealth Management, LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-16
Post Resch Tallon Group Inc.
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-09
Centerline Wealth Advisors, LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-15
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-13
Baker Boyer National Bank
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$206.3K)
Filed 2026-11-05
North Berkeley Wealth Management, LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$206.3K)
Filed 2026-11-02
Parrish Capital LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-01
Sharkey, Howes & Javer
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-22
Ballew Advisors, Inc
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-05
Advisory Advocates, LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$203.9K)
Filed 2026-11-05
MKT Advisors LLC
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-20
Cypress Financial Planning LLC
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-09
Sound Financial Strategies Group, LLC
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-30
Cutler Investment Counsel LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-28
Pioneer Family Office, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$143.9K)
Filed 2026-10-30
Atlatl Advisers LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$137.9K)
Filed 2026-10-22
Bayforest Capital Ltd
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$119.9K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$97.6K)
Filed 2026-10-20
Decker Retirement Planning Inc.
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$64.8K)
Filed 2026-10-19
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$31.2K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$26.4K)
Filed 2026-10-20
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$26.4K)
Filed 2026-11-05
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$19)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-29
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-05
Evolution Advisers, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$3)
Filed 2026-11-06
Midway Capital Research & Management
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-20
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.8M (-$948.3K)
Filed 2026-10-29
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$676.9K (-$18.8K)
Filed 2026-10-22
BlackRock, Inc.
N/A
Shares— from 67,540,400
Change-67,540,400 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 53,528,868
Change-53,528,868 (-100%)
Value—
State Street Corp
N/A
Shares— from 36,215,754
Change-36,215,754 (-100%)
Value—
FMR LLC
N/A
Shares— from 28,462,475
Change-28,462,475 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 20,873,140
Change-20,873,140 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 20,859,217
Change-20,859,217 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 16,226,398
Change-16,226,398 (-100%)
Value—
Capital World Investors
N/A
Shares— from 15,902,642
Change-15,902,642 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 13,911,839
Change-13,911,839 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,598,524
Change-12,598,524 (-100%)
Value—
Norges Bank
N/A
Shares— from 11,471,413
Change-11,471,413 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,274,243
Change-11,274,243 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 10,998,953
Change-10,998,953 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 10,759,188
Change-10,759,188 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 9,172,904
Change-9,172,904 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,796,866
Change-8,796,866 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,652,960
Change-7,652,960 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,209,385
Change-7,209,385 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 6,001,955
Change-6,001,955 (-100%)
Value—
Capital International Investors
N/A
Shares— from 5,734,768
Change-5,734,768 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 5,461,416
Change-5,461,416 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,145,229
Change-5,145,229 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,061,510
Change-5,061,510 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,646,119
Change-4,646,119 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,592,311
Change-4,592,311 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,590,218
Change-4,590,218 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,358,401
Change-4,358,401 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,261,385
Change-4,261,385 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,891,118
Change-3,891,118 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,865,931
Change-3,865,931 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,694,152
Change-3,694,152 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,996,669
Change-2,996,669 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,354,837
Change-2,354,837 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,265,150
Change-2,265,150 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,141,447
Change-2,141,447 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,988,595
Change-1,988,595 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,983,708
Change-1,983,708 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,724,702
Change-1,724,702 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,715,070
Change-1,715,070 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,713,850
Change-1,713,850 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,707,634
Change-1,707,634 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,697,061
Change-1,697,061 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,682,782
Change-1,682,782 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,556,634
Change-1,556,634 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 1,477,275
Change-1,477,275 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,440,683
Change-1,440,683 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,338,915
Change-1,338,915 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,337,665
Change-1,337,665 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,333,307
Change-1,333,307 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,277,161
Change-1,277,161 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,217,561
Change-1,217,561 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,210,321
Change-1,210,321 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,190,792
Change-1,190,792 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,175,866
Change-1,175,866 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,035,605
Change-1,035,605 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,003,469
Change-1,003,469 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,001,608
Change-1,001,608 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 961,496
Change-961,496 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 945,456
Change-945,456 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 923,815
Change-923,815 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 906,485
Change-906,485 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 895,262
Change-895,262 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 876,181
Change-876,181 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 865,587
Change-865,587 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 805,809
Change-805,809 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 786,902
Change-786,902 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 747,548
Change-747,548 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 746,099
Change-746,099 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 743,966
Change-743,966 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 734,148
Change-734,148 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 726,199
Change-726,199 (-100%)
Value—
Aviva PLC
N/A
Shares— from 718,261
Change-718,261 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 716,755
Change-716,755 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 694,293
Change-694,293 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 693,624
Change-693,624 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 692,569
Change-692,569 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 689,850
Change-689,850 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 683,386
Change-683,386 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 680,927
Change-680,927 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 666,912
Change-666,912 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 661,071
Change-661,071 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 658,950
Change-658,950 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 645,864
Change-645,864 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 640,845
Change-640,845 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 610,128
Change-610,128 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 578,634
Change-578,634 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 559,339
Change-559,339 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 547,546
Change-547,546 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 526,202
Change-526,202 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 518,259
Change-518,259 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 508,522
Change-508,522 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 496,563
Change-496,563 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 483,528
Change-483,528 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 471,742
Change-471,742 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 469,702
Change-469,702 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 465,187
Change-465,187 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 460,411
Change-460,411 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 458,318
Change-458,318 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 448,840
Change-448,840 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 447,654
Change-447,654 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 436,561
Change-436,561 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 428,209
Change-428,209 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 427,913
Change-427,913 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 426,586
Change-426,586 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 425,688
Change-425,688 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 416,732
Change-416,732 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 409,709
Change-409,709 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 402,536
Change-402,536 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 399,953
Change-399,953 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 399,659
Change-399,659 (-100%)
Value—
Man Group plc
N/A
Shares— from 398,861
Change-398,861 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 396,979
Change-396,979 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 393,599
Change-393,599 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 389,384
Change-389,384 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 388,627
Change-388,627 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 387,911
Change-387,911 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 373,768
Change-373,768 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 373,733
Change-373,733 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 368,356
Change-368,356 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 366,026
Change-366,026 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 359,552
Change-359,552 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 355,712
Change-355,712 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 348,239
Change-348,239 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 348,001
Change-348,001 (-100%)
Value—
Blair William & Co
N/A
Shares— from 347,098
Change-347,098 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 346,498
Change-346,498 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 344,960
Change-344,960 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 334,637
Change-334,637 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 328,382
Change-328,382 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 322,831
Change-322,831 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 322,129
Change-322,129 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 320,915
Change-320,915 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 309,129
Change-309,129 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 308,951
Change-308,951 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 307,490
Change-307,490 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 303,814
Change-303,814 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 300,851
Change-300,851 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 298,453
Change-298,453 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 295,487
Change-295,487 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 294,200
Change-294,200 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 281,944
Change-281,944 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 279,303
Change-279,303 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 275,383
Change-275,383 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 274,745
Change-274,745 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 268,075
Change-268,075 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 261,864
Change-261,864 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 260,045
Change-260,045 (-100%)
Value—
Orbimed Advisors LLC
N/A
Shares— from 257,900
Change-257,900 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 257,172
Change-257,172 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 256,622
Change-256,622 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 255,206
Change-255,206 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 251,997
Change-251,997 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 249,935
Change-249,935 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 249,397
Change-249,397 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 247,625
Change-247,625 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 246,220
Change-246,220 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 245,569
Change-245,569 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 244,861
Change-244,861 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 242,914
Change-242,914 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 242,271
Change-242,271 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 241,202
Change-241,202 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 240,327
Change-240,327 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 238,515
Change-238,515 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 236,707
Change-236,707 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 217,393
Change-217,393 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 212,458
Change-212,458 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 205,905
Change-205,905 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 202,670
Change-202,670 (-100%)
Value—
FIL Ltd
N/A
Shares— from 201,889
Change-201,889 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 198,681
Change-198,681 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 197,160
Change-197,160 (-100%)
Value—
Commerce Bank
N/A
Shares— from 196,251
Change-196,251 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 194,721
Change-194,721 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 189,731
Change-189,731 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 184,400
Change-184,400 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 182,678
Change-182,678 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 180,920
Change-180,920 (-100%)
Value—
&partners
N/A
Shares— from 180,745
Change-180,745 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 177,877
Change-177,877 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 176,517
Change-176,517 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 176,497
Change-176,497 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 173,392
Change-173,392 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 173,376
Change-173,376 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 172,997
Change-172,997 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 165,960
Change-165,960 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 165,404
Change-165,404 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 164,869
Change-164,869 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 155,017
Change-155,017 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 154,543
Change-154,543 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 153,860
Change-153,860 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 153,735
Change-153,735 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 153,281
Change-153,281 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 151,950
Change-151,950 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 151,203
Change-151,203 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 149,662
Change-149,662 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 147,564
Change-147,564 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 146,305
Change-146,305 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 145,790
Change-145,790 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 145,121
Change-145,121 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 143,142
Change-143,142 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 142,500
Change-142,500 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 141,416
Change-141,416 (-100%)
Value—
Bamco Inc
N/A
Shares— from 140,540
Change-140,540 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 139,687
Change-139,687 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 138,183
Change-138,183 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 135,322
Change-135,322 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 131,992
Change-131,992 (-100%)
Value—
Pggm Investments
N/A
Shares— from 131,807
Change-131,807 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 130,143
Change-130,143 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 128,862
Change-128,862 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 127,320
Change-127,320 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 125,054
Change-125,054 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 122,313
Change-122,313 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 121,217
Change-121,217 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 121,140
Change-121,140 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 120,401
Change-120,401 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 119,853
Change-119,853 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 119,752
Change-119,752 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 119,698
Change-119,698 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 118,903
Change-118,903 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 116,568
Change-116,568 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 115,868
Change-115,868 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 115,822
Change-115,822 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 115,077
Change-115,077 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 114,646
Change-114,646 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 114,449
Change-114,449 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 113,513
Change-113,513 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 112,720
Change-112,720 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 111,684
Change-111,684 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 110,028
Change-110,028 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 106,721
Change-106,721 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 106,300
Change-106,300 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 104,112
Change-104,112 (-100%)
Value—
ING Groep NV
N/A
Shares— from 104,043
Change-104,043 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 101,506
Change-101,506 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Rock Springs Capital Management LP
N/A
Shares— from 98,700
Change-98,700 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 97,676
Change-97,676 (-100%)
Value—
Munro Partners
N/A
Shares— from 97,240
Change-97,240 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 97,019
Change-97,019 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 96,123
Change-96,123 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 93,080
Change-93,080 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 92,763
Change-92,763 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 91,725
Change-91,725 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 91,428
Change-91,428 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 91,363
Change-91,363 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 91,229
Change-91,229 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 90,850
Change-90,850 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 90,318
Change-90,318 (-100%)
Value—
Ossiam
N/A
Shares— from 90,300
Change-90,300 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 89,985
Change-89,985 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 88,942
Change-88,942 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 88,678
Change-88,678 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 88,546
Change-88,546 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 87,915
Change-87,915 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 87,697
Change-87,697 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 87,023
Change-87,023 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 86,137
Change-86,137 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 85,566
Change-85,566 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 82,083
Change-82,083 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 81,240
Change-81,240 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 79,682
Change-79,682 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 79,678
Change-79,678 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 78,019
Change-78,019 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 77,995
Change-77,995 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 77,551
Change-77,551 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 77,254
Change-77,254 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 77,094
Change-77,094 (-100%)
Value—
Tri Locum Partners LP
N/A
Shares— from 76,532
Change-76,532 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 76,026
Change-76,026 (-100%)
Value—
Prudential PLC
N/A
Shares— from 75,814
Change-75,814 (-100%)
Value—
Allstate Corp
N/A
Shares— from 75,805
Change-75,805 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 75,764
Change-75,764 (-100%)
Value—
EFG International AG
N/A
Shares— from 75,750
Change-75,750 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 75,669
Change-75,669 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 74,694
Change-74,694 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 73,257
Change-73,257 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 72,685
Change-72,685 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 72,402
Change-72,402 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 71,473
Change-71,473 (-100%)
Value—
Capital International LTD
N/A
Shares— from 71,334
Change-71,334 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 70,087
Change-70,087 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 68,768
Change-68,768 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 68,190
Change-68,190 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 65,706
Change-65,706 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 65,624
Change-65,624 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 65,338
Change-65,338 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 64,986
Change-64,986 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 64,400
Change-64,400 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 64,033
Change-64,033 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 63,544
Change-63,544 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 62,345
Change-62,345 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 61,931
Change-61,931 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 61,630
Change-61,630 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 61,611
Change-61,611 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 61,458
Change-61,458 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 61,241
Change-61,241 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 60,510
Change-60,510 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 59,898
Change-59,898 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 59,006
Change-59,006 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 58,931
Change-58,931 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 58,755
Change-58,755 (-100%)
Value—
Glenview Capital Management, LLC
N/A
Shares— from 57,771
Change-57,771 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 57,355
Change-57,355 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 56,810
Change-56,810 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 56,607
Change-56,607 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 56,499
Change-56,499 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 56,217
Change-56,217 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 55,538
Change-55,538 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 55,520
Change-55,520 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 54,722
Change-54,722 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 53,968
Change-53,968 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 53,662
Change-53,662 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 53,616
Change-53,616 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 53,311
Change-53,311 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 53,305
Change-53,305 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 52,884
Change-52,884 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 51,486
Change-51,486 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 51,131
Change-51,131 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 51,116
Change-51,116 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 50,791
Change-50,791 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 50,785
Change-50,785 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 50,577
Change-50,577 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 50,482
Change-50,482 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 49,374
Change-49,374 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 48,915
Change-48,915 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 48,255
Change-48,255 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 47,928
Change-47,928 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 47,782
Change-47,782 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 47,768
Change-47,768 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 46,863
Change-46,863 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 46,821
Change-46,821 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 45,914
Change-45,914 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 45,753
Change-45,753 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 45,332
Change-45,332 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 45,167
Change-45,167 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 45,004
Change-45,004 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 44,944
Change-44,944 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 43,943
Change-43,943 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 43,596
Change-43,596 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 43,560
Change-43,560 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 41,689
Change-41,689 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 41,297
Change-41,297 (-100%)
Value—
Dodge & COX
N/A
Shares— from 41,258
Change-41,258 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 41,149
Change-41,149 (-100%)
Value—
Atika Capital Management LLC
N/A
Shares— from 41,100
Change-41,100 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 41,007
Change-41,007 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 40,766
Change-40,766 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 39,748
Change-39,748 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 39,604
Change-39,604 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 39,407
Change-39,407 (-100%)
Value—
PFM Health Sciences, LP
N/A
Shares— from 39,258
Change-39,258 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 39,113
Change-39,113 (-100%)
Value—
Defilade Capital Management, L.P.
N/A
Shares— from 39,086
Change-39,086 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 38,934
Change-38,934 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 38,794
Change-38,794 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 38,616
Change-38,616 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 38,507
Change-38,507 (-100%)
Value—
BNP Paribas
N/A
Shares— from 38,251
Change-38,251 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 38,081
Change-38,081 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 38,073
Change-38,073 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 37,489
Change-37,489 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 37,125
Change-37,125 (-100%)
Value—
Stephens Inc
N/A
Shares— from 37,094
Change-37,094 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 36,647
Change-36,647 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 36,385
Change-36,385 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 35,891
Change-35,891 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 35,773
Change-35,773 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 35,510
Change-35,510 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 35,205
Change-35,205 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 35,186
Change-35,186 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Parkman Healthcare Partners LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 34,683
Change-34,683 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 34,361
Change-34,361 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 33,909
Change-33,909 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 33,628
Change-33,628 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 33,088
Change-33,088 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 32,968
Change-32,968 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 32,822
Change-32,822 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 32,461
Change-32,461 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 32,437
Change-32,437 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 32,277
Change-32,277 (-100%)
Value—
Triodos Investment Management BV
N/A
Shares— from 32,050
Change-32,050 (-100%)
Value—
Allianz SE
N/A
Shares— from 31,653
Change-31,653 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 31,495
Change-31,495 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 30,963
Change-30,963 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 30,954
Change-30,954 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 30,924
Change-30,924 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 30,891
Change-30,891 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 30,885
Change-30,885 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 30,714
Change-30,714 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 30,536
Change-30,536 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 30,476
Change-30,476 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 30,289
Change-30,289 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 29,882
Change-29,882 (-100%)
Value—
Atle Fund Management AB
N/A
Shares— from 29,821
Change-29,821 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 29,495
Change-29,495 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 29,397
Change-29,397 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 29,355
Change-29,355 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 29,264
Change-29,264 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 29,114
Change-29,114 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 29,075
Change-29,075 (-100%)
Value—
Dnca Finance
N/A
Shares— from 28,936
Change-28,936 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 28,922
Change-28,922 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 28,740
Change-28,740 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 28,723
Change-28,723 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 28,457
Change-28,457 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 28,433
Change-28,433 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 28,354
Change-28,354 (-100%)
Value—
ARP Global Capital Ltd
N/A
Shares— from 28,295
Change-28,295 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 28,062
Change-28,062 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 27,877
Change-27,877 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 27,853
Change-27,853 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 27,830
Change-27,830 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 27,791
Change-27,791 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27,683
Change-27,683 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 27,591
Change-27,591 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 27,524
Change-27,524 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 27,478
Change-27,478 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 27,448
Change-27,448 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 27,406
Change-27,406 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 27,377
Change-27,377 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 27,350
Change-27,350 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 27,161
Change-27,161 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,065
Change-27,065 (-100%)
Value—
Varenne Capital Partners
N/A
Shares— from 26,251
Change-26,251 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 26,099
Change-26,099 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 26,091
Change-26,091 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 26,077
Change-26,077 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 25,879
Change-25,879 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 25,798
Change-25,798 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 25,770
Change-25,770 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 25,479
Change-25,479 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 25,471
Change-25,471 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 25,362
Change-25,362 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 25,294
Change-25,294 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 25,240
Change-25,240 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 24,997
Change-24,997 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 24,740
Change-24,740 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 24,659
Change-24,659 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 24,561
Change-24,561 (-100%)
Value—
Matthew 25 Management Corp
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
Valiant Capital Management, L.P.
N/A
Shares— from 24,286
Change-24,286 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 24,259
Change-24,259 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 23,901
Change-23,901 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 23,826
Change-23,826 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 23,746
Change-23,746 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 23,431
Change-23,431 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 23,196
Change-23,196 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 22,959
Change-22,959 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 22,774
Change-22,774 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 22,773
Change-22,773 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 22,725
Change-22,725 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 22,615
Change-22,615 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 22,437
Change-22,437 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 22,430
Change-22,430 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 22,391
Change-22,391 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 22,347
Change-22,347 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 22,315
Change-22,315 (-100%)
Value—
S&CO Inc
N/A
Shares— from 22,300
Change-22,300 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 22,199
Change-22,199 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 21,997
Change-21,997 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 21,971
Change-21,971 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 21,869
Change-21,869 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 21,866
Change-21,866 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 21,791
Change-21,791 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 21,784
Change-21,784 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 21,563
Change-21,563 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 21,280
Change-21,280 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 21,241
Change-21,241 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 21,201
Change-21,201 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 21,081
Change-21,081 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 21,079
Change-21,079 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 20,988
Change-20,988 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 20,925
Change-20,925 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 20,866
Change-20,866 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 20,823
Change-20,823 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 20,808
Change-20,808 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 20,769
Change-20,769 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 20,367
Change-20,367 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 20,326
Change-20,326 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 20,170
Change-20,170 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 20,150
Change-20,150 (-100%)
Value—
Eversept Partners, LP
N/A
Shares— from 20,116
Change-20,116 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 20,005
Change-20,005 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 19,736
Change-19,736 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 19,550
Change-19,550 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 19,363
Change-19,363 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 19,299
Change-19,299 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 19,232
Change-19,232 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 19,008
Change-19,008 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 18,964
Change-18,964 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 18,606
Change-18,606 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 18,531
Change-18,531 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 18,325
Change-18,325 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 18,314
Change-18,314 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 17,861
Change-17,861 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 17,843
Change-17,843 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 17,839
Change-17,839 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 17,827
Change-17,827 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 17,672
Change-17,672 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 17,517
Change-17,517 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 17,366
Change-17,366 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 17,346
Change-17,346 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 17,324
Change-17,324 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 17,266
Change-17,266 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 17,036
Change-17,036 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,036
Change-17,036 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 16,973
Change-16,973 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 16,901
Change-16,901 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 16,766
Change-16,766 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 16,664
Change-16,664 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 16,498
Change-16,498 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 16,480
Change-16,480 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 16,337
Change-16,337 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 16,076
Change-16,076 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 15,864
Change-15,864 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 15,758
Change-15,758 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 15,725
Change-15,725 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,632
Change-15,632 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 15,509
Change-15,509 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 15,490
Change-15,490 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 15,437
Change-15,437 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 15,389
Change-15,389 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 15,347
Change-15,347 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 15,245
Change-15,245 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 15,227
Change-15,227 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 15,192
Change-15,192 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 15,090
Change-15,090 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 15,076
Change-15,076 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 15,075
Change-15,075 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 15,003
Change-15,003 (-100%)
Value—
Lodge Hill Capital, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Integral Health Asset Management, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 14,937
Change-14,937 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 14,902
Change-14,902 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 14,882
Change-14,882 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 14,775
Change-14,775 (-100%)
Value—
Motco
N/A
Shares— from 14,768
Change-14,768 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 14,566
Change-14,566 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 14,478
Change-14,478 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 14,472
Change-14,472 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 14,411
Change-14,411 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 14,081
Change-14,081 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13,989
Change-13,989 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 13,987
Change-13,987 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 13,964
Change-13,964 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 13,783
Change-13,783 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,778
Change-13,778 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 13,672
Change-13,672 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 13,667
Change-13,667 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 13,666
Change-13,666 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 13,652
Change-13,652 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,646
Change-13,646 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 13,549
Change-13,549 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 13,489
Change-13,489 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 13,442
Change-13,442 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,436
Change-13,436 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 13,431
Change-13,431 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 13,340
Change-13,340 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 13,338
Change-13,338 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 13,329
Change-13,329 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 13,274
Change-13,274 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 13,207
Change-13,207 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 13,162
Change-13,162 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 13,135
Change-13,135 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,981
Change-12,981 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 12,959
Change-12,959 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 12,936
Change-12,936 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 12,917
Change-12,917 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 12,882
Change-12,882 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 12,873
Change-12,873 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 12,795
Change-12,795 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 12,701
Change-12,701 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 12,682
Change-12,682 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 12,607
Change-12,607 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 12,501
Change-12,501 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 12,439
Change-12,439 (-100%)
Value—
Duquesne Family Office LLC
N/A
Shares— from 12,380
Change-12,380 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 12,300
Change-12,300 (-100%)
Value—
Bank OZK
N/A
Shares— from 12,291
Change-12,291 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 12,084
Change-12,084 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,081
Change-12,081 (-100%)
Value—
CNA Financial Corp
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 11,910
Change-11,910 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 11,902
Change-11,902 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 11,881
Change-11,881 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 11,816
Change-11,816 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 11,574
Change-11,574 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 11,559
Change-11,559 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 11,489
Change-11,489 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 11,461
Change-11,461 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 11,381
Change-11,381 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 11,357
Change-11,357 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 11,325
Change-11,325 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 11,273
Change-11,273 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 11,223
Change-11,223 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 11,215
Change-11,215 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 11,170
Change-11,170 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 11,116
Change-11,116 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 11,109
Change-11,109 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 11,065
Change-11,065 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 11,052
Change-11,052 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 11,047
Change-11,047 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,864
Change-10,864 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,863
Change-10,863 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 10,858
Change-10,858 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 10,791
Change-10,791 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 10,780
Change-10,780 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 10,691
Change-10,691 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 10,672
Change-10,672 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 10,622
Change-10,622 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,543
Change-10,543 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 10,476
Change-10,476 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 10,454
Change-10,454 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,452
Change-10,452 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 10,290
Change-10,290 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 10,214
Change-10,214 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 10,032
Change-10,032 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 10,017
Change-10,017 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 9,985
Change-9,985 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 9,917
Change-9,917 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 9,899
Change-9,899 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 9,677
Change-9,677 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 9,669
Change-9,669 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 9,659
Change-9,659 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 9,610
Change-9,610 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 9,609
Change-9,609 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 9,543
Change-9,543 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 9,506
Change-9,506 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 9,460
Change-9,460 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 9,403
Change-9,403 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 9,341
Change-9,341 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 9,311
Change-9,311 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 9,262
Change-9,262 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 9,217
Change-9,217 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 9,217
Change-9,217 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 9,217
Change-9,217 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 9,178
Change-9,178 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 9,177
Change-9,177 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 9,146
Change-9,146 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 9,048
Change-9,048 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
Morgens Waterfall Vintiadis & Co Inc
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 8,977
Change-8,977 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 8,946
Change-8,946 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 8,924
Change-8,924 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,838
Change-8,838 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 8,779
Change-8,779 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 8,749
Change-8,749 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 8,745
Change-8,745 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 8,672
Change-8,672 (-100%)
Value—
Invst, LLC
N/A
Shares— from 8,643
Change-8,643 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
First Washington Corp
N/A
Shares— from 8,516
Change-8,516 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 8,257
Change-8,257 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 8,236
Change-8,236 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,231
Change-8,231 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 8,159
Change-8,159 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 8,070
Change-8,070 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 8,043
Change-8,043 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 8,040
Change-8,040 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 8,039
Change-8,039 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 7,991
Change-7,991 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 7,987
Change-7,987 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 7,938
Change-7,938 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 7,922
Change-7,922 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 7,913
Change-7,913 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 7,774
Change-7,774 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 7,715
Change-7,715 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 7,686
Change-7,686 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 7,647
Change-7,647 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 7,645
Change-7,645 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,574
Change-7,574 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 7,556
Change-7,556 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 7,521
Change-7,521 (-100%)
Value—
4D Advisors, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 7,466
Change-7,466 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 7,465
Change-7,465 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 7,452
Change-7,452 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,399
Change-7,399 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 7,302
Change-7,302 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 7,301
Change-7,301 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 7,290
Change-7,290 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,238
Change-7,238 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 7,224
Change-7,224 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 7,214
Change-7,214 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 7,175
Change-7,175 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 6,910
Change-6,910 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,902
Change-6,902 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,660
Change-6,660 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 6,563
Change-6,563 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 6,563
Change-6,563 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 6,562
Change-6,562 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 6,558
Change-6,558 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 6,535
Change-6,535 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 6,492
Change-6,492 (-100%)
Value—
Mirova
N/A
Shares— from 6,467
Change-6,467 (-100%)
Value—
Altrafin AG
N/A
Shares— from 6,374
Change-6,374 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 6,304
Change-6,304 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 6,287
Change-6,287 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 6,268
Change-6,268 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 6,252
Change-6,252 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 6,248
Change-6,248 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 6,087
Change-6,087 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 5,999
Change-5,999 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 5,956
Change-5,956 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 5,906
Change-5,906 (-100%)
Value—
American Trust
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 5,899
Change-5,899 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 5,869
Change-5,869 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Bridger Management, LLC
N/A
Shares— from 5,845
Change-5,845 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 5,743
Change-5,743 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 5,724
Change-5,724 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 5,720
Change-5,720 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 5,577
Change-5,577 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Exome Asset Management LLC
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 5,446
Change-5,446 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 5,433
Change-5,433 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 5,432
Change-5,432 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,246
Change-5,246 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,083
Change-5,083 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 5,014
Change-5,014 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,977
Change-4,977 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 4,921
Change-4,921 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,874
Change-4,874 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 4,867
Change-4,867 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 4,833
Change-4,833 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 4,831
Change-4,831 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 4,795
Change-4,795 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,570
Change-4,570 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 4,541
Change-4,541 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 4,477
Change-4,477 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 4,336
Change-4,336 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 4,279
Change-4,279 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 4,267
Change-4,267 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 4,212
Change-4,212 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 4,211
Change-4,211 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 4,143
Change-4,143 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,801
Change-3,801 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 3,682
Change-3,682 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 3,629
Change-3,629 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 3,546
Change-3,546 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,455
Change-3,455 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Niles Investment Management, LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 2,932
Change-2,932 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,678
Change-2,678 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Claar Advisors LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,460
Change-2,460 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Bruce & Co., Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Eagle Health Investments LP
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Point Break Capital Management, LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
United Bank
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Calydon Capital
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
NWI Management LP
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
AXA S.A.
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
CTC LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Bank of Marin
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 993
Change-993 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 981
Change-981 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 976
Change-976 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 972
Change-972 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 963
Change-963 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 962
Change-962 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 961
Change-961 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 957
Change-957 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 948
Change-948 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 942
Change-942 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 929
Change-929 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 927
Change-927 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 923
Change-923 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 918
Change-918 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 899
Change-899 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 890
Change-890 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 886
Change-886 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 850
Change-850 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 844
Change-844 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 842
Change-842 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 831
Change-831 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 826
Change-826 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 825
Change-825 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 818
Change-818 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 814
Change-814 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 806
Change-806 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 805
Change-805 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 799
Change-799 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 799
Change-799 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 794
Change-794 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 783
Change-783 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 782
Change-782 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 777
Change-777 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 772
Change-772 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 768
Change-768 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 760
Change-760 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 759
Change-759 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Members Trust Co
N/A
Shares— from 753
Change-753 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 750
Change-750 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 743
Change-743 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 738
Change-738 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 732
Change-732 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 730
Change-730 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 729
Change-729 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 723
Change-723 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 722
Change-722 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 715
Change-715 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 714
Change-714 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 710
Change-710 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 689
Change-689 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 685
Change-685 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 665
Change-665 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
Ketron Financial
N/A
Shares— from 646
Change-646 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 639
Change-639 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 639
Change-639 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 638
Change-638 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 637
Change-637 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 627
Change-627 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 623
Change-623 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 615
Change-615 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Betterment LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 596
Change-596 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 589
Change-589 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 587
Change-587 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 579
Change-579 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 574
Change-574 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 573
Change-573 (-100%)
Value—
Rogco, LP
N/A
Shares— from 572
Change-572 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 560
Change-560 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 560
Change-560 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 558
Change-558 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 553
Change-553 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 544
Change-544 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 542
Change-542 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 531
Change-531 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 527
Change-527 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 519
Change-519 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 515
Change-515 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 511
Change-511 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 505
Change-505 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 502
Change-502 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 499
Change-499 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 487
Change-487 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 485
Change-485 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 483
Change-483 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 482
Change-482 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 481
Change-481 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 479
Change-479 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 473
Change-473 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 468
Change-468 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 461
Change-461 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 456
Change-456 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 455
Change-455 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 451
Change-451 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 451
Change-451 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 447
Change-447 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 446
Change-446 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 434
Change-434 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 431
Change-431 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Centennial Bank
N/A
Shares— from 423
Change-423 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 417
Change-417 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 416
Change-416 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 413
Change-413 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 411
Change-411 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 409
Change-409 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 404
Change-404 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 400
Change-400 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 398
Change-398 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 396
Change-396 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 376
Change-376 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 371
Change-371 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 369
Change-369 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 366
Change-366 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 366
Change-366 (-100%)
Value—
FCA Corp
N/A
Shares— from 364
Change-364 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 358
Change-358 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 353
Change-353 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 352
Change-352 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 352
Change-352 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 351
Change-351 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 351
Change-351 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 351
Change-351 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 351
Change-351 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 340
Change-340 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 332
Change-332 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 328
Change-328 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 321
Change-321 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 318
Change-318 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 316
Change-316 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 314
Change-314 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 311
Change-311 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 306
Change-306 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 305
Change-305 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 303
Change-303 (-100%)
Value—
S&T Bank
N/A
Shares— from 302
Change-302 (-100%)
Value—
Symmetry Peak Management LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 292
Change-292 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 292
Change-292 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 290
Change-290 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 289
Change-289 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 286
Change-286 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 286
Change-286 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 282
Change-282 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 273
Change-273 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 268
Change-268 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 266
Change-266 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 262
Change-262 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 262
Change-262 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 261
Change-261 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 254
Change-254 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 249
Change-249 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 242
Change-242 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 238
Change-238 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 236
Change-236 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 232
Change-232 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 228
Change-228 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 228
Change-228 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 227
Change-227 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 211
Change-211 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 203
Change-203 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ovata Capital Management Ltd
N/A
Shares— from 200
Change-200 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 199
Change-199 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 194
Change-194 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 193
Change-193 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 190
Change-190 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 187
Change-187 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 183
Change-183 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
CIM, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 182
Change-182 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 176
Change-176 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 176
Change-176 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 175
Change-175 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 170
Change-170 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 167
Change-167 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 165
Change-165 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 152
Change-152 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 143
Change-143 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 123
Change-123 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Toews Corp
N/A
Shares— from 104
Change-104 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 95
Change-95 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 74
Change-74 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 73
Change-73 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 57
Change-57 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 56
Change-56 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 54
Change-54 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Quarry LP
N/A
Shares— from 40
Change-40 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 39
Change-39 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 36
Change-36 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 35
Change-35 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 35
Change-35 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Mizuho Financial Group Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 28
Change-28 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 10
Change-10 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 8
Change-8 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Lilly Endowment Inc
DECREASED90,066,97890,376,978-310,0000%$108.4B$104.2B-$4.2B2026-10-19
PNC Financial Services Group, Inc.
DECREASED51,295,19751,322,720-27,5230%$61.6B$59.4B-$2.2B2026-11-06
Geode Capital Management, LLC
INCREASED20,556,57220,310,858+245,714+1%$24.3B$23.7B-$552.9M2026-11-06
Fisher Asset Management, LLC
INCREASED5,424,0275,063,516+360,511+7%$6.1B$6.3B+$202.7M2026-11-06
Bank of New York Mellon Corp
DECREASED4,745,9004,783,459-37,559-1%$5.7B$5.5B-$246.0M2026-11-05
Amundi
DECREASED4,655,4564,808,143-152,687-3%$5.8B$5.4B-$380.3M2026-11-06
Dimensional Fund Advisors LP
DECREASED3,889,0924,003,417-114,325-3%$4.8B$4.5B-$301.8M2026-11-04
Deutsche Bank Ag\
INCREASED3,795,3553,379,627+415,728+12%$4.1B$4.4B+$337.9M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,146,7522,013,696+133,056+7%$2.4B$2.5B+$68.7M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,839,6231,895,765-56,142-3%$2.3B$2.1B-$145.2M2026-10-29
Swedbank AB
DECREASED1,742,8371,781,310-38,473-2%$2.1B$2.0B-$120.0M2026-10-27
Fifth Third Bancorp
DECREASED1,739,8721,750,788-10,916-1%$2.1B$2.0B-$86.8M2026-11-05
Sapient Capital LLC
INCREASED1,478,7871,447,540+31,247+2%$1.7B$1.7B-$25.1M2026-10-08
US Bancorp \de\
DECREASED1,345,3241,354,723-9,399-1%$1.6B$1.6B-$68.3M2026-11-05
Principal Financial Group Inc
INCREASED1,321,5341,255,719+65,815+5%$1.5B$1.5B+$23.0M2026-11-02
LPL Financial LLC
INCREASED1,319,1561,274,807+44,349+3%$1.5B$1.5B-$2.7M2026-11-06
Citigroup Inc
DECREASED1,164,4581,199,053-34,595-3%$1.4B$1.3B-$90.8M2026-11-04
DekaBank Deutsche Girozentrale
INCREASED1,069,808915,360+154,448+17%$831.3K$1.3M+$433.2K2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED914,092913,248+844+0%$1.1B$1.1B-$39.1M2026-10-29
Barclays PLC
DECREASED862,8931,143,891-280,998-25%$1.4B$998.4M-$373.6M2026-11-06
Pictet Asset Management Holding SA
INCREASED834,060754,985+79,075+10%$905.8M$965.4M+$59.5M2026-11-03
Robeco Institutional Asset Management B.V.
INCREASED833,498758,740+74,758+10%$910.1M$964.4M+$54.4M2026-10-20
Assenagon Asset Management S.A.
INCREASED784,936501,025+283,911+57%$600.9M$908.2M+$307.3M2026-10-15
Russell Investments Group, Ltd.
DECREASED745,489781,929-36,440-5%$942.4M$865.0M-$77.4M2026-11-06
Danske Bank A/S
DECREASED695,738767,326-71,588-9%$920.4M$805.0M-$115.3M2026-11-09
Aberdeen Group plc
INCREASED695,689682,818+12,871+2%$819.0M$805.0M-$14.0M2026-11-06
KBC Group NV
INCREASED626,812544,998+81,814+15%$653.7M$725.3K-$653.0M2026-10-22
Old National Bancorp
INCREASED605,569605,458+111+0%$726.2M$700.7M-$25.5M2026-10-20
MacKenzie Financial Corp
INCREASED603,053580,460+22,593+4%$696.2M$697.8M+$1.6M2026-11-02
New York State Teachers Retirement System
DECREASED599,401618,137-18,736-3%$741.4M$693.6K-$740.7M2026-10-22
AGF Management LTD
INCREASED593,249556,470+36,779+7%$667.4M$686.4M+$19.0M2026-11-03
Goelzer Investment Management, Inc.
INCREASED556,177537,488+18,689+3%$644.7M$643.5M-$1.1M2026-10-16
AMF Tjanstepension AB
INCREASED543,339478,077+65,262+14%$573.4M$628.7M+$55.3M2026-10-22
Bahl & Gaynor LLC
DECREASED543,245656,123-112,878-17%$787.0M$628.6M-$158.4M2026-11-05
PFA Pension, Forsikringsaktieselskab
INCREASED496,983483,132+13,851+3%$579.5M$575.0M-$4.4M2026-11-06
Parnassus Investments, LLC
DECREASED471,353525,464-54,111-10%$630.3M$545.4M-$84.9M2026-10-22
Creative Planning
INCREASED457,621445,706+11,915+3%$534.6M$529.5M-$5.1M2026-11-02
SEB Asset Management AB
INCREASED434,130390,198+43,932+11%$468.0M$502.3M+$34.3M2026-11-04
Alecta Tjanstepension Omsesidigt
UNCHANGED421,700421,70000%$505.7M$488.9M-$16.9M2026-11-02
Eurizon Capital SGR S.p.A.
DECREASED417,655429,150-11,495-3%$517.3M$485.6M-$31.7M2026-11-06
Private Capital Advisors, Inc.
INCREASED411,540411,425+115+0%$493.5M$476.2M-$17.3M2026-10-06
Truist Financial Corp
INCREASED410,297400,653+9,644+2%$480.6M$474.7M-$5.8M2026-10-30
Commonwealth Equity Services, LLC
INCREASED404,753344,848+59,905+17%$413.6M$468.3M+$54.7M2026-11-02
Candriam S.C.A.
DECREASED401,209401,970-7610%$481.7M$465.9M-$15.7M2026-11-03
Thrivent Financial for Lutherans
DECREASED394,197396,540-2,343-1%$475.6M$456.0K-$475.2M2026-11-05
Asset Management One Co., Ltd.
INCREASED393,048384,625+8,423+2%$461.3M$454.8M-$6.5M2026-10-27
Swiss Life Asset Management Ltd
DECREASED351,383357,284-5,901-2%$428.5M$406.6M-$22.0M2026-11-03
Ninety One UK Ltd
DECREASED344,968570,405-225,437-40%$684.2M$399.2M-$285.0M2026-10-15
Cardano Risk Management B.V.
INCREASED342,741249,204+93,537+38%$298.9K$396.6K+$97.7K2026-10-20
Nykredit A/S
INCREASED337,792327,588+10,204+3%$392.9M$390.9M-$2.1M2026-11-06
Mirova US LLC
DECREASED331,045354,043-22,998-6%$424.6M$383.0M-$41.6M2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED330,482314,724+15,758+5%$375.1M$380.0M+$4.9M2026-11-04
OFI Invest Asset Management
INCREASED329,084101,109+227,975+225%$106.7M$335.8M+$229.2M2026-11-06
Bedel Financial Consulting, Inc.
DECREASED328,092328,198-1060%$393.7M$379.6M-$14.0M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED316,678286,254+30,424+11%$343.3M$366.4M+$23.1M2026-11-03
Calamos Advisors LLC
INCREASED289,232283,001+6,231+2%$339.4M$334.7M-$4.8M2026-11-02
Strs Ohio
DECREASED279,285294,079-14,794-5%$352.7M$323.2M-$29.6M2026-10-30
Weatherly Asset Management L. P.
DECREASED270,016271,656-1,640-1%$325.8M$312.4M-$13.4M2026-10-20
Compagnie Lombard Odier SCmA
INCREASED264,629258,737+5,892+2%$310.3M$306.2M-$4.1M2026-11-04
Regions Financial Corp
DECREASED264,412272,730-8,318-3%$327.1M$305.9M-$21.2M2026-11-05
CIBC Asset Management Inc
DECREASED259,481282,998-23,517-8%$339.4M$300.2M-$39.2M2026-11-05
State of New Jersey Common Pension Fund D
DECREASED258,520259,674-1,1540%$311.5M$299.1M-$12.3M2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED255,175274,422-19,247-7%$329.1M$295.3M-$33.9M2026-10-15
ABN Amro Investment Solutions
INCREASED251,411232,754+18,657+8%$279.2M$290.9M+$11.7M2026-10-21
Retirement Systems of Alabama
INCREASED246,991196,413+50,578+26%$235.6M$285.8M+$50.2M2026-11-04
TD Waterhouse Canada Inc.
INCREASED243,316192,333+50,983+27%$229.3M$280.1M+$50.8M2026-10-16
Mn Services Vermogensbeheer B.V.
INCREASED236,643233,943+2,700+1%$280.6M$273.8K-$280.3M2026-10-08
Czech National Bank
INCREASED229,903225,167+4,736+2%$270.1M$266.0M-$4.1M2026-10-13
Xponance LLC
INCREASED229,667222,559+7,108+3%$266.9M$265.7M-$1.2M2026-11-03
UniSuper Management Pty Ltd
INCREASED228,947193,999+34,948+18%$232.7M$264.9M+$32.2M2026-10-26
Arizona State Retirement System
INCREASED225,750222,844+2,906+1%$267.3M$261.2M-$6.1M2026-11-03
Alphinity Investment Management Pty Ltd
DECREASED215,789301,331-85,542-28%$361.4M$249.7M-$111.7M2026-11-02
King Luther Capital Management Corp
INCREASED212,351208,203+4,148+2%$249.7M$245.7M-$4.0M2026-11-05
State of Michigan Retirement System
DECREASED211,404212,904-1,500-1%$255.4M$244.6M-$10.8M2026-10-27
Nisa Investment Advisors, LLC
DECREASED207,843209,022-1,179-1%$250.7M$240.5M-$10.2M2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED204,606183,702+20,904+11%$197.3M$218.0M+$20.7M2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
INCREASED195,563191,037+4,526+2%$229.1M$226.3K-$228.9M2026-10-22
IFM Investors Pty Ltd
INCREASED189,074183,394+5,680+3%$220.0M$218.8M-$1.2M2026-10-14
Glenview Trust Co
DECREASED184,247188,484-4,237-2%$226.1M$213.2M-$12.9M2026-10-28
Daiwa Securities Group Inc.
INCREASED182,614160,225+22,389+14%$192.2M$211.3M+$19.1M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED180,289181,813-1,524-1%$218.1M$208.6K-$217.9M2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED176,781174,724+2,057+1%$209.6M$204.5M-$5.0M2026-11-03
Welch & Forbes LLC
DECREASED171,447172,704-1,257-1%$207.1M$198.4M-$8.8M2026-11-04
Amalgamated Bank
DECREASED160,832163,154-2,322-1%$195.7M$186.1K-$195.5M2026-10-23
Vontobel Holding Ltd.
INCREASED158,885136,320+22,565+17%$163.5M$183.8M+$20.3M2026-10-16
Temasek Holdings (Private) Ltd
INCREASED155,659151,473+4,186+3%$181.7M$180.1M-$1.6M2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED150,548148,640+1,908+1%$178.3M$174.2M-$4.1M2026-10-20
Neos Investment Management LLC
INCREASED150,139128,460+21,679+17%$154.1M$173.7M+$19.6M2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED149,050117,525+31,525+27%$141.0M$172.5M+$31.5M2026-11-05
ASR Vermogensbeheer N.V.
INCREASED147,318142,153+5,165+4%$170.5M$170.5M-$12.3K2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED145,819149,389-3,570-2%$179.2M$168.7M-$10.5M2026-10-19
OP Asset Management Ltd
INCREASED145,084113,526+31,558+28%$136.2M$167.9M+$31.7M2026-11-05
Rakuten Investment Management, Inc.
INCREASED143,640130,079+13,561+10%$160.0M$170.2M+$10.2M2026-10-30
Raiffeisen Bank International AG
INCREASED137,171129,513+7,658+6%$159.3M$162.5M+$3.2M2026-10-28
Border to Coast Pensions Partnership Ltd
INCREASED135,691123,167+12,524+10%$147.6M$156.8K-$147.5M2026-10-09
B. Metzler seel. Sohn & Co. AG
INCREASED134,890128,222+6,668+5%$153.8M$156.1M+$2.3M2026-10-30
ProShare Advisors LLC
INCREASED134,385129,204+5,181+4%$155.0M$155.5M+$523.0K2026-10-29
Kestra Advisory Services, LLC
INCREASED130,765118,181+12,584+11%$141.7M$151.3M+$9.6M2026-11-02
Rasp Wealth Solutions, LLC
DECREASED130,286169,743-39,457-23%$203.6M$150.8M-$52.8M2026-11-06
Valeo Financial Advisors, LLC
DECREASED130,209130,247-380%$156.2M$150.7M-$5.6M2026-10-08
New York Life Investment Management LLC
DECREASED129,112129,708-5960%$155.6M$149.4M-$6.2M2026-11-04
Cohen Klingenstein LLC
UNCHANGED129,013129,01300%$154.7M$149.3M-$5.5M2026-10-15
Virginia Retirement Systems ET Al
INCREASED126,362121,204+5,158+4%$145.4M$146.2M+$835.2K2026-10-28
Gateway Investment Advisers LLC
DECREASED125,661126,367-706-1%$151.6M$145.4M-$6.2M2026-10-13
Congress Asset Management Co
INCREASED124,514123,060+1,454+1%$147.6M$144.1M-$3.5M2026-10-06
Lido Advisors, LLC
INCREASED119,961114,252+5,709+5%$137.0M$138.8M+$1.8M2026-11-04
Union Bancaire Privee, UBP SA
INCREASED119,002104,844+14,158+14%$129.4M$120.0M-$9.5M2026-11-04
Henshaw Capital LLC
UNCHANGED117,176117,17600%$140.5M$135.6M-$5.0M2026-11-03
Meitav Investment House LTD
DECREASED115,333119,333-4,000-3%$143.1M$133.4M-$9.7M2026-10-28
Eastern Bank
DECREASED115,236116,336-1,100-1%$139.5M$133.3M-$6.2M2026-10-05
Achmea Investment Management B.V.
NEW112,660—+112,660——$130.5M—2026-10-30
Keybank National Association
DECREASED105,115109,086-3,971-4%$130.8M$121.6M-$9.2M2026-11-04
Kornitzer Capital Management Inc
DECREASED104,731109,014-4,283-4%$130.8M$121.2M-$9.6M2026-11-03
Sarasin & Partners LLP
DECREASED103,935110,831-6,896-6%$132.9M$120.3M-$12.7M2026-10-13
Amanah Holdings Trust
UNCHANGED100,000100,00000%$119.9M$115.7M-$4.2M2026-10-23
Cullen T Bankers, Inc.
DECREASED98,591101,158-2,567-3%$121.3M$114.1M-$7.3M2026-10-28
Oregon Public Employees Retirement Fund
INCREASED98,37497,267+1,107+1%$116.7M$113.8M-$2.8M2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED97,24897,24800%$116.6M$112.5M-$4.1M2026-10-30
Ethic Inc.
INCREASED96,05890,920+5,138+6%$109.1M$111.1M+$2.1M2026-11-03
Country Trust Bank
INCREASED95,38093,443+1,937+2%$112.1M$110.4M-$1.7M2026-10-30
Savant Capital, LLC
INCREASED94,42667,429+26,997+40%$79.6M$109.3M+$29.7M2026-11-06
J. Safra Sarasin Holding AG
INCREASED92,94489,972+2,972+3%$91.8M$93.9M+$2.1M2026-10-26
Badgley Phelps Wealth Managers, LLC
DECREASED92,53592,643-1080%$111.1M$107.1M-$4.0M2026-10-22
State of Alaska, Department of Revenue
DECREASED89,46691,180-1,714-2%$109.4M$103.5K-$109.3M2026-10-15
Chicago Capital, LLC
INCREASED87,50687,354+152+0%$104.8M$101.3M-$3.5M2026-10-13
Oppenheimer & Co Inc
INCREASED86,95378,682+8,271+11%$94.4M$100.6M+$6.2M2026-10-26
Mutual of America Capital Management LLC
INCREASED86,00285,798+204+0%$102.9M$99.5M-$3.4M2026-10-23
Factory Mutual Insurance Co
INCREASED85,03181,000+4,031+5%$97.2M$98.4M+$1.2M2026-10-30
Lazard Freres Gestion S.A.S.
DECREASED82,56084,549-1,989-2%$101.4M$95.5K-$101.3M2026-11-03
Aegon Asset Management UK PLC
INCREASED81,80381,026+777+1%$97.2M$94.7M-$2.5M2026-11-04
Moody Lynn Lieberson & Walker, LLC
INCREASED81,58081,167+413+1%$97.4M$94.4M-$3.0M2026-10-14
BCV Asset Management Inc.
DECREASED80,60480,697-930%$99.5M$93.6M-$5.8M2026-11-06
Salem Investment Counselors Inc
DECREASED78,91978,924-50%$94.7M$91.3M-$3.3M2026-10-13
Artemis Investment Management LLP
DECREASED76,31095,948-19,638-20%$115.1M$88.3M-$26.8M2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED75,98459,780+16,204+27%$71.7M$87.9M+$16.2M2026-10-23
Blue Trust, Inc.
DECREASED75,76277,129-1,367-2%$92.5M$87.7M-$4.8M2026-10-15
Citizens Financial Group Inc
DECREASED75,16476,092-928-1%$91.3M$87.0M-$4.3M2026-10-23
Allworth Financial LP
INCREASED74,90568,037+6,868+10%$81.6M$89.8M+$8.2M2026-11-06
UMB Bank, n.a.
DECREASED74,88276,534-1,652-2%$91.8M$86.6M-$5.2M2026-11-06
Oppenheimer Asset Management Inc.
DECREASED74,56479,471-4,907-6%$95.3M$86.3M-$9.0M2026-10-27
LBP AM SA
DECREASED73,384164,898-91,514-55%$197.8M$84.9M-$112.9M2026-11-06
Midwest Trust Co
INCREASED73,31268,243+5,069+7%$81.9M$84.8M+$3.0M2026-10-22
Exchange Traded Concepts, LLC
INCREASED72,34747,128+25,219+54%$56.5M$83.7M+$27.2M2026-10-28
Apollon Wealth Management, LLC
INCREASED71,75667,842+3,914+6%$81.4M$83.0M+$1.7M2026-10-23
HB Wealth Management, LLC
INCREASED71,63264,452+7,180+11%$77.3M$82.9M+$5.6M2026-10-23
Chilton Capital Management LLC
INCREASED69,81269,286+526+1%$83.1M$80.8M-$2.3M2026-10-28
Yousif Capital Management, LLC
INCREASED68,44667,889+557+1%$81.4M$79.2M-$2.2M2026-10-22
Farther Finance Advisors, LLC
INCREASED68,08343,809+24,274+55%$52.6M$78.8M+$26.2M2026-10-08
Generali Asset Management SPA SGR
INCREASED68,03363,771+4,262+7%$76.5M$78.7M+$2.2M2026-10-26
Assetmark, Inc
INCREASED67,34965,278+2,071+3%$78.3M$77.9M-$367.9K2026-10-21
BAR Harbor Wealth Management
INCREASED66,42465,715+709+1%$78.8M$76.9M-$2.0M2026-10-21
Cookson Peirce & Co Inc
INCREASED65,41616,449+48,967+298%$19.7M$75.7M+$56.0M2026-10-30
E. Ohman J:or Asset Management AB
DECREASED65,24865,270-220%$78.3M$75.5M-$2.8M2026-10-22
Concurrent Investment Advisors, LLC
INCREASED63,89246,836+17,056+36%$56.2M$73.9M+$17.8M2026-10-16
Pinnacle Associates LTD
INCREASED63,43962,043+1,396+2%$74.4M$73.4M-$1.0M2026-10-20
J. L. Bainbridge & Co., Inc.
INCREASED62,35061,737+613+1%$74.0M$72.1M-$1.9M2026-10-20
Gulf International Bank (UK) Ltd
UNCHANGED62,00762,00700%$74.4M$71.7K-$74.3M2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED61,75363,152-1,399-2%$75.7M$71.5M-$4.3M2026-10-20
Brookstone Capital Management
DECREASED61,43965,395-3,956-6%$78.4M$71.1M-$7.3M2026-10-22
OAK Ridge Investments LLC
DECREASED61,41164,184-2,773-4%$77.0M$71.1M-$5.9M2026-10-30
Banque Pictet & CIE SA
DECREASED61,33767,095-5,758-9%$80.5M$71.0M-$9.5M2026-10-16
Associated Banc-Corp
DECREASED59,14359,627-484-1%$71.5M$68.4M-$3.1M2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED58,23457,559+675+1%$69.0M$67.4M-$1.7M2026-10-13
Nicholas Company, Inc.
DECREASED58,23169,981-11,750-17%$83.9M$67.4M-$16.6M2026-11-05
Triglav Investments, D.O.O.
INCREASED57,68753,033+4,654+9%$63.6M$66.8M+$3.2M2026-11-06
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED57,34957,34900%$68.8M$66.4M-$2.4M2026-11-09
Illinois Municipal Retirement Fund
INCREASED57,17556,045+1,130+2%$67.2M$66.2M-$1.1M2026-11-05
Kestra Private Wealth Services, LLC
INCREASED57,16756,415+752+1%$67.7M$66.1M-$1.5M2026-11-06
Generate Investment Management Ltd
INCREASED57,06552,656+4,409+8%$63.2M$66.0M+$2.9M2026-10-14
AMI Asset Management Corp
DECREASED56,64858,726-2,078-4%$70.4M$65.5M-$4.9M2026-10-20
D.A. Davidson & Co.
INCREASED56,46255,873+589+1%$67.0M$65.3M-$1.7M2026-10-28
J.P. Marvel Investment Advisors, LLC
DECREASED55,82855,847-190%$67.0M$64.6M-$2.4M2026-11-02
Traynor Capital Management, Inc.
INCREASED55,40254,814+588+1%$65.7M$64.1M-$1.6M2026-10-29
Clearstead Advisors, LLC
DECREASED55,18655,467-281-1%$66.5M$63.8M-$2.7M2026-11-06
Northeast Investment Management
INCREASED54,45554,340+115+0%$65.2M$63.0M-$2.2M2026-10-30
Nippon Life Global Investors Americas, Inc.
DECREASED54,35064,390-10,040-16%$77.2M$62.9M-$14.3M2026-10-29
Jefferies Financial Group Inc.
INCREASED53,5988,250+45,348+550%$9.9M$62.0M+$52.1M2026-11-05
Tokio Marine Asset Management Co LTD
INCREASED53,41652,573+843+2%$63.1M$61.8M-$1.3M2026-10-26
Campbell Newman Asset Management Inc
INCREASED53,36353,348+15+0%$64.0M$61.7M-$2.2M2026-10-22
First Merchants Corp
INCREASED53,11750,428+2,689+5%$60.5M$61.5M+$975.8K2026-10-15
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED52,76749,886+2,881+6%$59.8M$61.1M+$1.2M2026-11-06
Fort Washington Investment Advisors Inc
INCREASED52,29452,264+30+0%$62.7M$60.5M-$2.2M2026-10-15
Fiera Capital Corp
INCREASED51,86247,526+4,336+9%$57.0M$60.0M+$3.0M2026-11-06
Saratoga Research & Investment Management
DECREASED51,78953,862-2,073-4%$64.6M$59.9M-$4.7M2026-10-16
Prospera Financial Services Inc
INCREASED51,42046,944+4,476+10%$56.3M$72.9M+$16.6M2026-11-04
LVM Capital Management LTD
DECREASED50,48850,521-330%$60.6K$58.4M+$58.4M2026-10-20
AIA Group Ltd
DECREASED50,47956,816-6,337-11%$68.1M$58.4M-$9.7M2026-10-30
Loftus Peak Pty Ltd
INCREASED50,39145,587+4,804+11%$54.7M$58.3M+$3.6M2026-10-15
Adams Diversified Equity Fund, Inc.
DECREASED50,26850,768-500-1%$60.9M$58.2M-$2.7M2026-10-21
Bokf, NA
DECREASED49,80651,087-1,281-3%$61.3M$57.6M-$3.6M2026-10-27
Merit Financial Group, LLC
INCREASED48,82245,883+2,939+6%$55.0M$56.5M+$1.5M2026-11-06
Maryland State Retirement & Pension System
INCREASED48,80842,948+5,860+14%$51.5M$56.5M+$5.0M2026-11-05
Modera Wealth Management, LLC
INCREASED48,57345,597+2,976+7%$54.7M$56.2M+$1.5M2026-10-28
First American Bank
DECREASED48,19749,397-1,200-2%$59.2M$55.8M-$3.5M2026-10-27
Nearside Advisors, LLC
NEW47,617—+47,617——$55.1M—2026-10-20
Crestwood Advisors Group, LLC
INCREASED47,22844,320+2,908+7%$53.2M$54.6M+$1.5M2026-10-27
Munich Reinsurance Co Stock Corp in Munich
DECREASED46,92951,279-4,350-8%$61.5M$54.3M-$7.2M2026-10-30
Maple Capital Management, Inc.
DECREASED46,74447,852-1,108-2%$57.4M$54.1M-$3.3M2026-11-02
Cornerstone Advisors, LLC
DECREASED46,68950,632-3,943-8%$60.7M$54.0M-$6.7M2026-11-06
Crossmark Global Holdings, Inc.
INCREASED46,65744,150+2,507+6%$53.0M$54.0M+$1.0M2026-10-21
Cypress Capital Group
DECREASED46,09147,680-1,589-3%$57.2M$53.3M-$3.9M2026-11-03
Capital Investment Advisors, LLC
INCREASED44,85129,637+15,214+51%$35.5M$51.9M+$16.3M2026-10-22
Wendell David Associates Inc
INCREASED44,73644,419+317+1%$53.3M$51.8K-$53.2M2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED44,57442,067+2,507+6%$50.4M$51.5M+$1.1M2026-11-05
Americana Partners, LLC
DECREASED44,26946,496-2,227-5%$55.8M$51.2M-$4.5M2026-10-28
Farmers & Merchants Investments Inc
DECREASED44,08244,397-315-1%$53.3M$51.0M-$2.2M2026-10-22
Quintet Private Bank (Europe) S.A.
INCREASED44,02828,266+15,762+56%$33.9M$50.9M+$17.0M2026-10-08
Sterling Capital Management LLC
DECREASED43,97453,980-10,006-19%$64.7M$50.9M-$13.9M2026-10-22
Hartford Investment Management Co
DECREASED42,83343,731-898-2%$52.5M$49.6M-$2.9M2026-11-04
Forvis Mazars Wealth Advisors, LLC
INCREASED42,57242,430+142+0%$50.9M$49.3M-$1.6M2026-10-13
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED42,01043,930-1,920-4%$52.7M$48.6M-$4.1M2026-10-21
Central Trust Co
DECREASED41,71342,110-397-1%$50.5M$48.3M-$2.2M2026-11-05
Vise Technologies, Inc.
INCREASED41,18034,353+6,827+20%$41.2M$47.6M+$6.4M2026-10-29
Natixis
DECREASED41,149133,441-92,292-69%$160.1M$47.6M-$112.4M2026-11-06
Orange Investment Advisors, Inc.
DECREASED40,98541,468-483-1%$49.7M$47.4M-$2.3M2026-10-23
Braun Stacey Associates Inc
INCREASED40,82340,794+29+0%$48.9M$47.2M-$1.7M2026-10-19
Vantage Investment Partners, LLC
DECREASED40,78945,496-4,707-10%$54.6M$47.2M-$7.4M2026-10-27
GF Fund Management Co. Ltd.
INCREASED40,49122,453+18,038+80%$26.9M$46.9M+$19.9M2026-10-26
Kimelman & Baird, LLC
INCREASED40,47340,384+89+0%$48.4M$46.8M-$1.6M2026-11-03
Davenport & Co LLC
DECREASED40,20240,627-425-1%$48.8M$46.6M-$2.2M2026-10-14
TrinityBridge Ltd
INCREASED40,00039,899+101+0%$47.9M$46.4K-$47.8M2026-10-30
Mogy Joel R Investment Counsel Inc
INCREASED39,76239,645+117+0%$47.6M$46.0M-$1.5M2026-10-13
Atria Investments, Inc
INCREASED39,60734,121+5,486+16%$40.9M$45.8M+$4.9M2026-10-15
New Mexico Educational Retirement Board
UNCHANGED39,40839,40800%$47.3M$45.6K-$47.2M2026-11-05
Louisiana State Employees Retirement System
DECREASED39,40040,400-1,000-2%$48.5M$45.6M-$2.9M2026-10-20
Oak Grove Capital LLC
INCREASED39,23824,336+14,902+61%$29.2M$45.4M+$16.2M2026-10-09
First Citizens Bank & Trust Co
INCREASED38,51231,493+7,019+22%$37.8M$44.6M+$6.8M2026-10-14
Ag2r LA Mondiale Gestion D'actifs
INCREASED38,16635,218+2,948+8%$42.2M$44.2M+$1.9M2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED38,07035,936+2,134+6%$43.1M$44.1M+$947.3K2026-10-22
Bank Pictet & Cie (Europe) AG
DECREASED37,66444,977-7,313-16%$53.9M$43.6M-$10.4M2026-10-20
Park Avenue Securities LLC
INCREASED37,25835,602+1,656+5%$42.7M$43.1K-$42.7M2026-10-26
Talbot Financial, LLC
INCREASED37,22537,106+119+0%$44.5M$43.1M-$1.4M2026-10-19
Fisher Funds Management LTD
INCREASED37,18114,451+22,730+157%$17.3M$43.0M+$25.7M2026-10-13
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED36,30036,30000%$43.5M$42.0M-$1.5M2026-10-28
Fishman JAY A LTD
INCREASED36,21034,176+2,034+6%$41.0M$41.9M+$906.5K2026-10-26
Florida Trust Wealth Management Co
DECREASED36,11539,836-3,721-9%$47.8M$41.8M-$6.0M2026-11-05
Suncoast Equity Management
DECREASED34,45235,727-1,275-4%$42.9M$39.9M-$3.0M2026-11-03
Strategic Planning Group, LLC
INCREASED34,28425,619+8,665+34%$30.7M$39.7M+$8.9M2026-10-22
Woodley Farra Manion Portfolio Management Inc
INCREASED34,27730,929+3,348+11%$37.1M$39.7M+$2.6M2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED34,16237,504-3,342-9%$45.0M$39.5M-$5.5M2026-10-22
Busey Bank
INCREASED33,96433,809+155+0%$40.6M$39.3M-$1.3M2026-10-26
Avanza Fonder AB
INCREASED33,65230,594+3,058+10%$36.7M$38.9M+$2.2M2026-10-13
Locust Wood Capital Advisers, LLC
DECREASED33,52239,718-6,196-16%$47.6M$38.8M-$8.9M2026-11-03
Dana Investment Advisors, Inc.
DECREASED33,50935,592-2,083-6%$42.7M$38.8M-$3.9M2026-11-06
Annex Advisory Services, LLC
INCREASED33,1813,835+29,346+765%$4.6M$38.4M+$33.8M2026-10-16
DSG Capital Advisors, LLC
DECREASED32,49133,507-1,016-3%$38.6M$37.6M-$1.0M2026-11-05
Parallel Advisors, LLC
INCREASED32,23031,933+297+1%$38.3M$37.3M-$1.0M2026-11-03
Univest Financial Corp
DECREASED32,22233,820-1,598-5%$40.6M$37.3M-$3.3M2026-11-05
Covea Finance
DECREASED32,21036,010-3,800-11%$43.2M$37.3M-$5.9M2026-10-21
Trust Co of Toledo NA
DECREASED32,02332,277-254-1%$38.7M$37.1M-$1.7M2026-10-16
First National Trust Co
INCREASED31,65330,798+855+3%$36.9M$36.6M-$315.0K2026-10-28
Spire Wealth Management
INCREASED31,34227,938+3,404+12%$33.5M$36.3M+$2.8M2026-10-30
NTV Asset Management LLC
INCREASED31,22230,611+611+2%$36.7M$36.1M-$589.4K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED30,59930,412+187+1%$36.5M$35.4M-$1.1M2026-11-05
Calamos Wealth Management LLC
DECREASED30,48031,177-697-2%$37.4M$35.3M-$2.1M2026-11-02
Choreo, LLC
INCREASED30,45329,798+655+2%$35.7M$35.2M-$504.1K2026-10-28
Montag A & Associates Inc
INCREASED30,31329,430+883+3%$35.3M$35.1M-$224.9K2026-10-29
Simplify Asset Management Inc.
INCREASED30,08814,715+15,373+104%$17.6M$34.8M+$17.2M2026-10-27
Investment House LLC
DECREASED30,02646,347-16,321-35%$55.6M$34.7M-$20.8M2026-10-21
Daymark Wealth Partners, LLC
INCREASED29,75025,552+4,198+16%$30.6M$34.4M+$3.8M2026-11-04
Fulton Breakefield Broenniman LLC
DECREASED29,65130,025-374-1%$36.0M$34.3M-$1.7M2026-11-03
Overbrook Management Corp
DECREASED29,35929,366-70%$35.2M$34.0M-$1.3M2026-10-08
Creative Financial Designs Inc
DECREASED29,04729,603-556-2%$35.5M$33.6M-$1.9M2026-11-04
Jacobs & Co
DECREASED28,97529,017-420%$34.8K$33.5K-$1.3K2026-10-09
Larson Financial Group LLC
INCREASED28,85121,831+7,020+32%$26.2M$33.4M+$7.2M2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED28,64027,818+822+3%$33.4M$33.1M-$234.7K2026-10-15
CX Institutional
DECREASED28,56335,493-6,930-20%$42.6K$33.0K-$9.5K2026-10-02
Gamma Investing LLC
INCREASED28,38325,845+2,538+10%$31.0M$32.8M+$1.8M2026-10-08
Masterinvest Kapitalanlage GmbH
INCREASED28,13924,755+3,384+14%$29.7M$32.6M+$2.9M2026-11-03
Baker Avenue Asset Management, LP
INCREASED28,12226,531+1,591+6%$31.8M$32.5M+$718.1K2026-11-06
Granite Investment Partners, LLC
INCREASED27,76526,997+768+3%$32.4M$32.1M-$254.7K2026-11-04
Foster Dykema Cabot & Partners, LLC
DECREASED27,76528,025-260-1%$33.6M$32.1M-$1.5M2026-10-30
iA Global Asset Management Inc.
DECREASED27,65832,937-5,279-16%$39.5M$32.0K-$39.5M2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED27,60926,730+879+3%$32.1M$31.9M-$114.2K2026-10-21
Gradient Investments LLC
INCREASED27,40527,342+63+0%$32.8M$31.7M-$1.1M2026-10-08
JAG Capital Management, LLC
INCREASED27,17322,275+4,898+22%$26.7M$31.4M+$4.7M2026-11-06
Signaturefd, LLC
INCREASED27,03526,074+961+4%$31.3M$31.3M+$7.8K2026-10-23
Tompkins Financial Corp
DECREASED26,96827,597-629-2%$33.1M$31.2M-$1.9M2026-10-05
Parsons Capital Management Inc
INCREASED26,88326,385+498+2%$31.6M$31.1M-$540.5K2026-10-28
Smith Salley Wealth Management
INCREASED26,81923,731+3,088+13%$28.5M$31.0M+$2.6M2026-11-03
Abner Herrman & Brock LLC
DECREASED26,71027,138-428-2%$32.6K$30.9K-$1.6K2026-10-20
Hartline Investment Corp/
INCREASED26,63925,352+1,287+5%$30.4M$30.8M+$415.5K2026-10-29
Cardinal Capital Management
INCREASED26,62326,505+118+0%$31.8M$30.8M-$986.0K2026-10-21
Perigon Wealth Management, LLC
DECREASED26,60837,313-10,705-29%$44.8M$30.8M-$14.0M2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED26,57527,326-751-3%$32.8M$30.7M-$2.0M2026-10-05
Bath Savings Trust Co
INCREASED26,48726,235+252+1%$31.5M$30.6M-$819.5K2026-10-07
Meyer Handelman Co
DECREASED26,44726,804-357-1%$32.2M$30.6M-$1.6M2026-10-28
DE Burlo Group Inc
DECREASED26,41326,613-200-1%$31.9M$30.6M-$1.4M2026-11-05
Moors & Cabot, Inc.
INCREASED26,10622,840+3,266+14%$27.4M$30.2M+$2.8M2026-11-06
Builder Investment Group Inc
DECREASED26,08926,104-150%$31.3M$30.2M-$1.1M2026-10-22
Fifth Third Wealth Advisors LLC
INCREASED25,91625,068+848+3%$30.1M$30.0M-$80.0K2026-10-22
Wesbanco Bank Inc
DECREASED25,80131,820-6,019-19%$38.2M$29.9M-$8.3M2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED25,67025,67000%$30.8M$29.7M-$1.1M2026-10-21
Mill Capital Management, LLC
INCREASED25,50925,422+87+0%$30.5M$29.5M-$976.0K2026-10-26
Wilmington Savings Fund Society, FSB
DECREASED25,29227,892-2,600-9%$33.5M$29.3M-$4.2M2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED25,04422,302+2,742+12%$27.4M$29.0M+$1.5M2026-10-13
Burney Co/
INCREASED24,79024,397+393+2%$29.3M$28.7M-$578.7K2026-10-15
Tema Etfs LLC
DECREASED24,64425,006-362-1%$30.0M$28.5M-$1.5M2026-10-16
North Dakota State Investment Board
INCREASED24,45323,539+914+4%$28.2M$28.3M+$60.7K2026-10-27
Roffman Miller Associates Inc
INCREASED24,38023,289+1,091+5%$27.9M$28.2M+$275.4K2026-10-19
Bourgeon Capital Management LLC
DECREASED24,27024,426-156-1%$29.3M$28.1M-$1.2M2026-10-19
Diversified Trust Co
DECREASED24,21929,940-5,721-19%$35.9M$28.0M-$7.9M2026-11-06
MGO One Seven LLC
DECREASED24,19625,904-1,708-7%$31.1M$28.0M-$3.1M2026-10-28
Boston Common Asset Management, LLC
INCREASED24,19522,557+1,638+7%$27.1M$28.0M+$940.0K2026-10-13
Fideuram Asset Management (Ireland) dac
DECREASED24,19029,491-5,301-18%$31.7M$28.7M-$3.0M2026-10-29
KCM Investment Advisors LLC
DECREASED24,11724,625-508-2%$29.5M$27.9M-$1.6M2026-10-27
Anderson Hoagland & Co
INCREASED23,79622,936+860+4%$27.5M$31.1M+$3.6M2026-10-23
Community Trust & Investment Co
DECREASED23,72323,879-156-1%$28.6M$27.4M-$1.2M2026-10-15
KMG Fiduciary Partners, LLC
DECREASED23,39324,646-1,253-5%$29.6M$27.1M-$2.5M2026-10-14
City Holding Co
DECREASED23,34123,405-640%$28.1M$27.0M-$1.1M2026-10-19
Ritholtz Wealth Management
INCREASED23,25422,420+834+4%$26.9M$26.9M+$15.3K2026-11-05
GAM Holding AG
INCREASED22,87222,843+29+0%$27.4M$26.5M-$933.8K2026-11-03
Acorn Financial Advisory Services Inc
DECREASED22,68423,012-328-1%$27.6M$26.2M-$1.4M2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED22,56523,074-509-2%$27.7M$26.1M-$1.6M2026-10-16
Woodmont Investment Counsel LLC
INCREASED22,46722,183+284+1%$26.6M$26.0M-$610.4K2026-10-29
Caldwell Trust Co
INCREASED22,20321,550+653+3%$25.8M$25.7M-$157.1K2026-10-30
Bensler, LLC
INCREASED22,10521,497+608+3%$25.8M$25.6M-$207.3K2026-11-05
Arthur M. Cohen & Associates, LLC
DECREASED21,97322,070-970%$26.5M$25.4M-$1.0M2026-10-26
Mission Wealth Management, LP
DECREASED21,94525,625-3,680-14%$30.7M$25.4M-$5.3M2026-10-15
Peachtree Investment Partners, LLC
INCREASED21,82321,737+86+0%$26.1M$25.3M-$820.9K2026-11-05
Cypress Asset Management Inc
DECREASED21,74321,845-1020%$26.2M$25.2M-$1.0M2026-10-09
Journey Advisory Group, LLC
INCREASED21,50021,437+63+0%$25.7M$24.9M-$834.8K2026-11-04
Praxis Investment Management Inc
UNCHANGED21,41021,41000%$25.7M$24.8K-$25.7M2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED21,33821,219+119+1%$25.5M$24.7M-$761.1K2026-11-03
Imc-Chicago, LLC
DECREASED21,31825,449-4,131-16%$30.5M$24.7M-$5.9M2026-11-05
Moran Wealth Management, LLC
INCREASED21,29220,903+389+2%$25.1M$24.6M-$435.1K2026-10-22
William Blair Investment Management, LLC
DECREASED21,28822,057-769-3%$26.5M$24.6M-$1.8M2026-11-06
Partnership Wealth Management, LLC
UNCHANGED21,16221,16200%$25.4M$24.5M-$896.2K2026-10-05
Plato Investment Management Ltd
INCREASED21,09620,772+324+2%$24.8M$24.5M-$264.5K2026-11-05
IFP Advisors, Inc
INCREASED21,05720,352+705+3%$24.4M$24.4M-$46.2K2026-10-16
Rossmore Private Capital
INCREASED21,01920,769+250+1%$24.9M$24.3M-$590.3K2026-10-27
Northside Capital Management, LLC
UNCHANGED20,89420,89400%$25.1M$24.2M-$884.9K2026-10-13
Quilter Plc
DECREASED20,86720,967-1000%$25.1M$24.1M-$1.0M2026-10-21
Trust Investment Advisors
INCREASED20,79718,839+1,958+10%$22.6M$24.1M+$1.5M2026-10-20
Securian Asset Management, Inc
DECREASED20,78421,012-228-1%$24.8M$24.0M-$726.7K2026-11-06
Legacy Private Trust Co.
INCREASED20,67518,088+2,587+14%$21.7M$23.9M+$2.2M2026-10-06
Ferguson Wellman Capital Management, Inc
DECREASED20,50021,322-822-4%$25.6M$23.7M-$1.9M2026-10-05
Appleton Partners Inc
INCREASED20,47419,717+757+4%$23.6M$23.7K-$23.6M2026-10-30
Narwhal Capital Management
DECREASED20,33720,444-107-1%$24.5M$23.5M-$989.6K2026-11-04
Chesley Taft & Associates LLC
DECREASED20,30220,347-450%$24.4M$23.5M-$913.8K2026-10-13
Chronos Wealth Management, LLC
DECREASED20,26420,586-322-2%$24.7M$23.4M-$1.2M2026-10-20
Sycomore Asset Management
UNCHANGED20,23820,23800%$21.5K$21.5K$02026-10-26
Washington Trust Co
INCREASED20,17719,668+509+3%$23.6M$23.3M-$244.0K2026-10-22
Dynamic Advisor Solutions LLC
INCREASED20,12112,708+7,413+58%$15.2M$23.3M+$8.0M2026-10-13
Lmcg Investments, LLC
DECREASED20,08020,478-398-2%$24.6M$23.2M-$1.3M2026-10-21
Quadrant Capital Group LLC
DECREASED20,06620,147-810%$24.2M$23.4M-$757.7K2026-10-20
Strategy Asset Managers LLC
DECREASED20,05220,278-226-1%$24.3M$23.2M-$1.1M2026-10-14
Jamison Private Wealth Management, Inc.
DECREASED19,98420,014-300%$24.0M$23.1M-$882.4K2026-10-14
Sierra Summit Advisors LLC
INCREASED19,95219,926+26+0%$23.9M$23.1M-$813.8K2026-10-28
Beacon Investment Advisory Services, Inc.
INCREASED19,86017,158+2,702+16%$20.6M$23.0M+$2.4M2026-10-13
Greenleaf Trust
DECREASED19,77621,113-1,337-6%$25.3M$22.9M-$2.4M2026-10-29
Coastline Trust Co
DECREASED19,74520,868-1,123-5%$25.0M$22.8M-$2.2M2026-10-01
Sava Infond d.o.o.
INCREASED19,72018,840+880+5%$22.6M$22.8M+$220.4K2026-10-28
Alps Advisors Inc
INCREASED19,61814,911+4,707+32%$17.9M$22.7M+$4.8M2026-11-03
Meiji Yasuda America Inc
INCREASED19,40615,267+4,139+27%$18.3M$22.5M+$4.1M2026-10-22
Willis Investment Counsel
INCREASED19,27218,017+1,255+7%$21.6M$22.3M+$689.1K2026-10-20
Act Two Investors LLC
DECREASED19,26719,302-350%$23.2M$22.3M-$857.9K2026-11-09
Elser Financial Planning, Inc
INCREASED19,25919,007+252+1%$22.8M$22.3M-$513.8K2026-10-16
Wedbush Securities Inc
INCREASED19,23018,603+627+3%$22.3M$22.3K-$22.3M2026-10-22
SJS Investment Consulting Inc.
INCREASED19,22019,153+67+0%$23.0M$22.2M-$733.3K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED19,16917,030+2,139+13%$20.4M$22.2M+$1.8M2026-10-29
Richard C. Young & Co., Ltd.
DECREASED19,14519,363-218-1%$23.2M$22.2M-$1.1M2026-11-04
Ascent Group, LLC
INCREASED19,09318,846+247+1%$22.6M$22.1M-$512.2K2026-10-30
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED19,0807,894+11,186+142%$9.5M$22.1M+$12.6M2026-11-03
Chicago Partners Investment Group LLC
INCREASED18,88718,216+671+4%$21.6M$24.1M+$2.4M2026-10-27
Wedmont Private Capital
INCREASED18,84316,064+2,779+17%$19.1M$22.0M+$2.9M2026-10-09
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED18,82918,857-280%$22.6M$21.8M-$830.4K2026-11-03
Tamar Securities, LLC
INCREASED18,80818,261+547+3%$21.9M$21.8M-$140.1K2026-11-03
Jackson Square Capital, LLC
DECREASED18,78218,872-900%$22.6M$21.7M-$903.4K2026-10-19
GC Wealth Management RIA, LLC
INCREASED18,68918,328+361+2%$22.0M$21.6M-$357.9K2026-11-02
Schmidt P J Investment Management Inc
DECREASED18,65918,753-940%$22.5M$21.6M-$902.7K2026-11-02
V-Square Quantitative Management LLC
INCREASED18,53016,994+1,536+9%$20.4M$21.4M+$1.1M2026-10-15
Great Lakes Advisors, LLC
DECREASED18,36818,830-462-2%$22.6M$21.3M-$1.3M2026-11-06
NorthCrest Asset Manangement, LLC
INCREASED18,18017,429+751+4%$21.2M$21.3M+$52.8K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED18,16316,956+1,207+7%$20.3M$21.0M+$678.5K2026-10-27
S-Bank Fund Management Ltd
INCREASED18,12115,834+2,287+14%$19.0M$21.0M+$2.0M2026-11-06
Diversify Advisory Services, LLC
INCREASED17,95616,684+1,272+8%$20.0M$22.5M+$2.5M2026-10-20
Diversify Wealth Management, LLC
INCREASED17,95616,684+1,272+8%$20.0M$22.5M+$2.5M2026-10-20
Eagle Global Advisors LLC
DECREASED17,86217,945-830%$21.5M$20.7M-$856.0K2026-11-02
One Way Holdings LLC
INCREASED17,85216,551+1,301+8%$19.9M$20.7M+$804.4K2026-10-29
Axxion S.A.
INCREASED17,84917,502+347+2%$21.0M$20.7M-$339.7K2026-10-22
Winthrop Capital Management, LLC
DECREASED17,81117,908-97-1%$21.5M$20.6M-$870.0K2026-11-05
Brighton Jones LLC
DECREASED17,63117,958-327-2%$21.5M$20.4M-$1.1M2026-11-03
Bender Robert & Associates
DECREASED17,59517,644-490%$21.2M$20.4M-$803.9K2026-10-21
Neville Rodie & Shaw Inc
INCREASED17,31217,226+86+1%$20.7K$20.0K-$6312026-10-05
Princeton Capital Management LLC
INCREASED17,30717,172+135+1%$20.6M$20.0M-$571.0K2026-10-27
HBK Sorce Advisory LLC
DECREASED17,13617,310-174-1%$20.3M$23.4M+$3.1M2026-11-06
Gouws Capital LLC
DECREASED17,10217,322-220-1%$20.8M$19.8M-$988.2K2026-10-09
Independent Financial Group, LLC
INCREASED17,07613,511+3,565+26%$16.2M$19.8M+$3.6M2026-10-13
Nixon Peabody Trust Co
INCREASED17,05816,298+760+5%$19.5M$19.7M+$189.2K2026-10-23
Market Street Wealth Management Advisors LLC
INCREASED16,91116,753+158+1%$20.1M$19.6M-$526.5K2026-10-09
Decker Wealth Management LLC
INCREASED16,90616,793+113+1%$20.1M$19.6M-$580.4K2026-10-09
Copeland Capital Management, LLC
INCREASED16,89516,882+13+0%$20.2M$19.5M-$699.9K2026-10-13
AlphaCore Capital LLC
INCREASED16,87913,692+3,187+23%$16.4M$19.5M+$3.1M2026-11-04
Harbour Trust & Investment Management Co
INCREASED16,67215,533+1,139+7%$18.6M$19.3M+$660.1K2026-10-28
Cidel Asset Management Inc
DECREASED16,64719,854-3,207-16%$23.8M$19.3M-$4.6M2026-10-29
Empirical Capital Management, LLC
NEW16,600—+16,600——$19.2K—2026-10-27
Canandaigua National Trust Co of Florida
NEW16,555—+16,555——$19.2M—2026-10-07
Washington Trust Bank
INCREASED16,42216,334+88+1%$19.6M$19.0M-$589.9K2026-11-03
Patten & Patten Inc
INCREASED16,39715,068+1,329+9%$18.1M$19.0M+$899.6K2026-10-26
Carnegie Investment Counsel
INCREASED16,28111,114+5,167+46%$13.3M$18.8M+$5.5M2026-10-20
Wealth Advisory Solutions, LLC
DECREASED16,20016,214-140%$19.4M$18.7M-$702.9K2026-10-20
Welch Group, LLC
INCREASED16,10015,064+1,036+7%$18.1M$18.6M+$560.8K2026-10-29
Foster Victor Wealth Advisors, LLC
INCREASED16,09315,754+339+2%$18.2M$20.0M+$1.8M2026-10-21
SkyOak Wealth, LLC
DECREASED16,06016,314-254-2%$19.6M$18.6M-$984.8K2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED16,04214,360+1,682+12%$17.2M$18.6M+$1.3M2026-10-13
International Assets Investment Management, LLC
DECREASED16,03016,327-297-2%$19.5M$18.6M-$919.2K2026-11-02
Bdf-Gestion
DECREASED16,00418,034-2,030-11%$2.0M$18.5M+$16.5M2026-10-19
Cabot Wealth Management Inc
INCREASED15,98714,418+1,569+11%$17.3M$18.5M+$1.2M2026-11-05
Private Advisory Group LLC
DECREASED15,94217,932-1,990-11%$21.5M$18.4M-$3.1M2026-11-06
Rockland Trust Co
DECREASED15,85316,303-450-3%$19.6M$18.3M-$1.2M2026-10-05
Meridian Wealth Management, LLC
INCREASED15,68015,030+650+4%$18.0M$18.1M+$115.7K2026-11-05
Nemes Rush Group LLC
INCREASED15,66815,575+93+1%$18.7M$18.1M-$553.0K2026-11-04
Segment Wealth Management, LLC
INCREASED15,65715,564+93+1%$18.7M$18.1M-$551.5K2026-10-26
Codex Capital Asset Management L.L.C.
UNCHANGED15,65515,65500%$18.8M$18.1M-$663.0K2026-10-30
Cyndeo Wealth Partners, LLC
DECREASED15,60117,927-2,326-13%$21.5M$18.1M-$3.5M2026-10-16
Park National Corp
INCREASED15,52814,574+954+7%$17.5M$18.0M+$486.7K2026-10-05
Mesirow Financial Investment Management, Inc.
INCREASED15,48715,088+399+3%$18.1M$17.9M-$177.7K2026-11-05
American National Bank & Trust
DECREASED15,34315,875-532-3%$19.0M$17.8M-$1.3M2026-10-07
Kintegral Advisory, LLC
INCREASED15,29415,208+86+1%$18.2M$17.7M-$544.5K2026-10-16
Harbour Capital Advisors, LLC
INCREASED15,23215,228+4+0%$18.1M$17.6M-$475.1K2026-10-13
JLB & Associates Inc
DECREASED15,15915,214-550%$18.2M$18.2M-$66.0K2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED15,02815,366-338-2%$18.4M$17.4M-$1.0M2026-10-16
Venture Visionary Partners LLC
INCREASED14,91714,155+762+5%$17.0M$17.3M+$281.6K2026-10-07
HUB Investment Partners, LLC
DECREASED14,90514,924-190%$17.9M$17.2M-$653.7K2026-11-03
Sawgrass Asset Management LLC
DECREASED14,89614,919-230%$17.9M$17.2M-$658.4K2026-11-03
Forbes J M & Co LLP
INCREASED14,88611,795+3,091+26%$14.1M$17.2M+$3.1M2026-10-16
Payden & Rygel
UNCHANGED14,67014,67000%$17.6M$17.0K-$17.6M2026-10-28
Fulton Bank, N.A.
INCREASED14,66814,349+319+2%$17.2M$17.0M-$238.6K2026-10-14
Sigma Planning Corp
DECREASED14,64414,696-520%$17.6M$16.9M-$737.3K2026-10-23
Adell Harriman & Carpenter Inc
INCREASED14,52914,015+514+4%$16.8M$16.8M+$8812026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED14,52214,384+138+1%$17.3M$16.8M-$449.3K2026-10-16
CMH Wealth Management LLC
INCREASED14,51214,385+127+1%$17.3M$16.8M-$462.3K2026-10-22
Penobscot Investment Management Company, Inc.
INCREASED14,45112,634+1,817+14%$15.2M$16.7M+$1.6M2026-10-26
Jacobi Capital Management LLC
INCREASED14,40314,180+223+2%$17.0M$16.7M-$343.1K2026-11-05
Indivisible Partners
INCREASED14,30213,876+426+3%$16.6M$16.5M-$94.1K2026-10-26
Evexia Wealth LLC
DECREASED14,29417,648-3,354-19%$19.8M$18.3M-$1.5M2026-11-05
Money Concepts Capital Corp
INCREASED14,21813,841+377+3%$16.6M$16.5M-$149.0K2026-11-06
Independence Bank of Kentucky
DECREASED14,21014,360-150-1%$17.2M$16.4M-$781.7K2026-10-26
Globalt Investments LLC / GA
DECREASED14,13414,538-404-3%$17.4M$16.4M-$1.1M2026-10-27
Zweig-DiMenna Associates LLC
NEW14,090—+14,090——$16.3M—2026-11-06
Vest Financial, LLC
DECREASED14,06614,258-192-1%$17.1M$16.3M-$826.0K2026-10-21
Evergreen Capital Management LLC
INCREASED14,03012,152+1,878+15%$14.6M$16.2M+$1.7M2026-10-23
GKV Capital Management Co., Inc.
INCREASED13,96913,926+43+0%$16.7M$16.2M-$540.0K2026-11-06
Marietta Wealth Management, LLC
DECREASED13,92214,341-419-3%$17.2M$16.8M-$372.9K2026-10-22
Dillon & Associates Inc
INCREASED13,89512,093+1,802+15%$14.5M$16.1K-$14.5M2026-10-22
Compound Planning, Inc.
INCREASED13,81810,900+2,918+27%$13.1M$16.0M+$2.9M2026-11-05
Confluence Wealth Services, Inc.
INCREASED13,79013,311+479+4%$16.0M$16.0M-$10.4K2026-11-05
Bailard, Inc.
INCREASED13,77013,510+260+2%$16.2M$15.9M-$271.4K2026-10-13
Woodstock Corp
INCREASED13,76311,917+1,846+15%$14.3M$15.9M+$1.6M2026-10-13
Avalon Capital Management
INCREASED13,73413,646+88+1%$16.4M$15.9M-$476.1K2026-11-04
Sheets Smith Wealth Management
DECREASED13,72714,264-537-4%$17.1M$15.9M-$1.2M2026-10-16
Indiana Trust & Investment Management Co
INCREASED13,61813,321+297+2%$16.0M$15.8M-$220.5K2026-10-22
Laurel Wealth Advisors LLC
DECREASED13,55614,057-501-4%$16.9M$15.7M-$1.2M2026-10-27
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
UNCHANGED13,43213,43200%$16.1M$15.5M-$568.8K2026-10-20
Fourpath Capital Management, LLC
DECREASED13,38713,568-181-1%$16.3M$15.5M-$783.9K2026-10-19
Wellington Grp LLC
INCREASED13,30512,979+326+3%$15.6M$15.4M-$172.3K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED13,28410,304+2,980+29%$12.4M$15.4M+$3.0M2026-10-21
Cadinha & Co LLC
INCREASED13,25011,804+1,446+12%$14.2M$15.3M+$1.2M2026-10-22
Asset Planning,Inc
INCREASED13,24013,230+10+0%$15.9M$15.3M-$548.6K2026-10-26
Mather Group, Llc.
INCREASED13,1569,132+4,024+44%$11.0M$15.2M+$4.3M2026-10-14
Palisade Asset Management, LLC
DECREASED13,09314,193-1,100-8%$17.0M$15.1M-$1.9M2026-11-03
Formidable Asset Management, LLC
INCREASED13,06711,607+1,460+13%$10.7M$15.7M+$5.0M2026-11-03
FFG Partners, LLC
INCREASED13,0439,869+3,174+32%$11.8M$15.1M+$3.3M2026-10-15
Alessandra Capital Management, LLC
INCREASED13,02212,765+257+2%$15.3M$15.1M-$243.6K2026-10-30
Strategic Blueprint, LLC
DECREASED12,91113,696-785-6%$16.4M$14.9M-$1.5M2026-10-22
Integrated Advisors Network LLC
DECREASED12,89114,637-1,746-12%$17.6M$14.9M-$2.6M2026-10-20
Ninety One SA (PTY) Ltd
DECREASED12,86613,721-855-6%$16.5M$15.1M-$1.4M2026-10-15
Compass Capital Management, Inc
DECREASED12,73212,944-212-2%$15.5M$14.7M-$793.5K2026-11-06
Naples Global Advisors, LLC
DECREASED12,71412,798-84-1%$15.3M$14.7M-$638.9K2026-11-05
First Horizon Corp
DECREASED12,71213,439-727-5%$16.1M$14.7M-$1.4M2026-10-26
Signal Advisors Wealth, LLC
INCREASED12,70811,191+1,517+14%$13.4M$14.7M+$1.3M2026-10-13
Carderock Capital Management Inc
DECREASED12,67912,818-139-1%$15.4M$14.7M-$703.7K2026-10-22
Middleton & Co Inc
DECREASED12,57913,020-441-3%$15.6M$14.6M-$1.1M2026-10-23
United Capital Management of KS, Inc.
DECREASED12,57212,627-550%$15.1M$14.5M-$598.3K2026-11-04
Community Financial Services Group, LLC
DECREASED12,53612,614-78-1%$15.0M$14.4M-$618.1K2026-10-15
Summit Global Investments
INCREASED12,37610,407+1,969+19%$12.5M$14.3K-$12.5M2026-10-28
Principle Wealth Partners LLC
INCREASED12,35411,921+433+4%$14.3M$14.3M-$3.5K2026-11-02
Finer Wealth Management, Inc.
DECREASED12,29912,592-293-2%$15.1M$14.2M-$873.2K2026-10-16
Providence Wealth Advisors, LLC
DECREASED12,29212,369-77-1%$15.1M$14.0M-$1.1M2026-10-29
McKinley Carter Wealth Services, Inc.
INCREASED12,28711,556+731+6%$13.9M$14.2M+$356.7K2026-10-16
VestGen Advisors, LLC
DECREASED12,22112,771-550-4%$15.3M$14.1M-$1.2M2026-10-27
Snider Financial Group
INCREASED12,15812,128+30+0%$14.5M$14.1M-$478.8K2026-10-16
Edgemoor Investment Advisors, Inc.
INCREASED12,13711,032+1,105+10%$13.2M$14.0M+$810.2K2026-11-03
Aaron Wealth Advisors LLC
INCREASED12,03311,530+503+4%$13.8M$13.9M+$93.6K2026-10-13
SBI Securities Co., Ltd.
DECREASED12,01312,333-320-3%$14.8M$13.9M-$892.6K2026-10-22
American Assets Investment Management, LLC
UNCHANGED12,00012,00000%$14.4M$13.9M-$508.2K2026-10-30
Archon Partners LLC
UNCHANGED12,00012,00000%$14.4M$13.9M-$508.2K2026-10-26
Sagespring Wealth Partners, LLC
INCREASED11,91011,000+910+8%$13.2M$13.8M+$587.3K2026-10-22
Guyasuta Investment Advisors Inc
INCREASED11,8172,574+9,243+359%$3.1M$13.7M+$10.6M2026-10-15
Nordwand Advisors, LLC
INCREASED11,80811,706+102+1%$14.0M$13.7M-$377.7K2026-11-05
Heritage Investors Management Corp
INCREASED11,77411,056+718+6%$13.3M$13.6K-$13.2M2026-10-29
Equitable Trust Co
DECREASED11,61811,841-223-2%$14.2M$13.4M-$759.5K2026-10-13
Cullen Investment Group, Ltd.
DECREASED11,61511,647-320%$14.0M$13.7M-$233.7K2026-10-13
Vista Investment Partners II, LLC
INCREASED11,59811,414+184+2%$13.7M$13.4M-$270.8K2026-10-15
BLB&B Advisors, LLC
INCREASED11,58510,670+915+9%$12.8M$13.4M+$607.2K2026-10-27
Great Lakes Retirement, Inc.
INCREASED11,54811,470+78+1%$13.8M$13.4M-$395.0K2026-10-26
Nilsine Partners, LLC
INCREASED11,49911,082+417+4%$13.3M$13.3M+$13.2K2026-11-02
Sawyer & Company, Inc
DECREASED11,45111,647-196-2%$14.0M$13.2M-$720.0K2026-10-21
Fiduciary Alliance LLC
DECREASED11,43911,681-242-2%$14.0M$13.2M-$775.1K2026-10-13
Nations Financial Group Inc,
INCREASED11,43311,271+162+1%$13.5M$13.2M-$290.6K2026-11-05
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
INCREASED11,4004,700+6,700+143%$5.6M$13.2M+$7.6M2026-10-29
CFM Wealth Partners LLC
DECREASED11,35911,402-430%$13.7M$13.1M-$532.6K2026-11-05
Petredis Investment Advisors LLC
INCREASED11,31311,273+40+0%$13.5M$13.1M-$431.1K2026-10-20
Teamwork Financial Advisors, LLC
INCREASED11,30710,662+645+6%$12.8M$13.1M+$294.7K2026-10-19
WealthPlan Investment Management, LLC
INCREASED11,28710,779+508+5%$12.9M$13.1M+$131.3K2026-10-15
Altfest L J & Co Inc
DECREASED11,27615,312-4,036-26%$18.4M$13.0M-$5.3M2026-10-27
Plancorp, LLC
DECREASED11,27011,332-62-1%$13.4M$16.0M+$2.6M2026-11-03
Greenwood Capital Associates LLC
DECREASED11,25711,650-393-3%$14.0M$13.0M-$948.1K2026-10-27
Home Federal Bank of Tennessee
UNCHANGED11,23111,23100%$13.5M$13.0M-$475.6K2026-10-15
SeaCrest Wealth Management, LLC
DECREASED11,21613,553-2,337-17%$16.3M$13.0M-$3.3M2026-10-21
Bell & Brown Wealth Advisors, LLC
DECREASED11,17812,011-833-7%$14.4M$12.9M-$1.5M2026-10-16
Wetzel Investment Advisors, Inc.
DECREASED11,17811,256-78-1%$13.5M$12.9M-$566.7K2026-10-13
Peoples Financial Services Corp.
DECREASED11,14111,244-103-1%$13.5M$12.9M-$595.3K2026-10-20
Fulcrum Asset Management LLP
INCREASED11,0938,675+2,418+28%$10.7M$13.1M+$2.5M2026-11-04
AMG National Trust Bank
INCREASED11,08310,861+222+2%$13.0M$12.8M-$203.1K2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED11,06611,06600%$13.3M$12.8M-$468.6K2026-10-16
Joel Isaacson & Co., LLC
DECREASED11,04611,698-652-6%$14.0M$12.8M-$1.3M2026-11-05
Applied Finance Capital Management, LLC
DECREASED11,01612,549-1,533-12%$15.1M$12.7M-$2.3M2026-11-03
Viking Fund Management LLC
UNCHANGED11,00011,00000%$13.2M$12.7M-$465.9K2026-10-14
BG Investment Services, LLC
INCREASED10,975279+10,696+3834%$334.3K$12.7M+$12.4M2026-10-23
NBT Bank, N.A.
INCREASED10,94510,125+820+8%$12.1M$12.7M+$519.1K2026-10-21
Simplicity Wealth,LLC
INCREASED10,8059,693+1,112+11%$11.6M$12.5M+$875.3K2026-10-23
Cherokee Insurance Co
UNCHANGED10,80010,80000%$13.0M$12.5M-$457.4K2026-11-05
Waters Parkerson & Co., LLC
INCREASED10,75210,667+85+1%$12.8M$12.4M-$352.9K2026-11-04
Channel Wealth LLC
DECREASED10,67811,143-465-4%$13.4M$12.4M-$1.0M2026-11-06
Strong Tower Advisory Services
DECREASED10,65910,899-240-2%$13.1M$12.3M-$739.2K2026-10-13
Profund Advisors LLC
INCREASED10,6489,538+1,110+12%$11.4M$12.3M+$880.4K2026-10-29
James Investment Research, Inc.
DECREASED10,55010,889-339-3%$13.1M$12.2M-$853.5K2026-10-22
Fairfield Financial Advisors, LTD
DECREASED10,44311,166-723-6%$13.4M$12.1M-$1.3M2026-10-14
Triasima Portfolio Management inc.
INCREASED10,37610,046+330+3%$12.0M$12.0M-$43.6K2026-10-15
Gunderson Capital Management LLC
INCREASED10,3759,821+554+6%$11.8M$12.0M+$225.3K2026-10-15
Synergy Asset Management, LLC
INCREASED10,3735,265+5,108+97%$6.3M$12.0M+$5.7M2026-11-05
Harbor Capital Advisors, Inc.
INCREASED10,31510,271+44+0%$12.3M$11.9K-$12.3M2026-10-22
Essex Bank
DECREASED10,27010,367-97-1%$12.4M$11.9M-$551.2K2026-10-16
Mengis Capital Management, Inc.
INCREASED10,19010,186+4+0%$12.2M$11.8M-$427.3K2026-10-13
CapWealth Advisors, LLC
INCREASED10,1889,226+962+10%$11.1M$11.8M+$722.4K2026-10-05
Sustainable Insight Capital Management, LLC
INCREASED10,1849,624+560+6%$11.5M$11.8M+$240.4K2026-11-06
Cohen Investment Advisors LLC
DECREASED10,18110,242-61-1%$12.3M$11.8M-$504.3K2026-10-20
Herold Advisors, Inc.
DECREASED10,17710,550-373-4%$12.7M$11.8M-$879.9K2026-10-19
Harbor Investment Advisory, LLC
INCREASED10,16210,157+5+0%$12.2M$11.8M-$424.3K2026-10-13
Argyle Capital Management, LLC
DECREASED10,13210,767-635-6%$12.9M$11.7M-$1.2M2026-10-28
Cornerstone Wealth Group, LLC
INCREASED10,1139,903+210+2%$11.9M$11.7M-$176.0K2026-11-02
Costello Asset Management, Inc
DECREASED10,09910,286-187-2%$12.3M$11.7M-$651.2K2026-10-30
First National Bank of Mount Dora, Trust Investment Services
DECREASED10,08812,363-2,275-18%$14.8M$11.7M-$3.2M2026-10-21
Nicholas Hoffman & Company, Llc.
INCREASED10,0719,776+295+3%$11.7M$11.7M-$72.6K2026-10-30
Bank & Trust Co
DECREASED10,05411,001-947-9%$13.2M$11.6M-$1.6M2026-10-07
Blue Fin Capital, Inc.
INCREASED10,04010,018+22+0%$12.0M$11.6M-$398.8K2026-10-28
Soltis Investment Advisors LLC
INCREASED10,0165,809+4,207+72%$7.0M$11.6M+$4.6M2026-10-28
Strategic Wealth Investment Group, LLC
DECREASED10,01610,568-552-5%$12.7M$11.6M-$1.1M2026-10-29
ZWJ Investment Counsel Inc
INCREASED10,0036,688+3,315+50%$8.0M$11.6M+$3.6M2026-10-15
Madden Securities Corp
DECREASED9,99110,009-180%$12.0M$11.6M-$444.7K2026-10-27
China Universal Asset Management Co., Ltd.
INCREASED9,9809,068+912+10%$10.9M$11.8M+$946.2K2026-10-28
Mitchell Capital Management Co
DECREASED9,95110,021-70-1%$12.0M$11.5M-$505.3K2026-10-29
YHB Investment Advisors, Inc.
INCREASED9,9409,488+452+5%$11.4M$11.5M+$121.2K2026-10-08
Generali Investments, Management Co LLC
DECREASED9,91210,220-308-3%$12.3M$11.5M-$789.2K2026-10-19
Private Trust Co NA
INCREASED9,8759,688+187+2%$11.6M$11.4M-$193.8K2026-10-20
Stokes Capital Advisors, LLC
INCREASED9,8659,779+86+1%$11.7M$11.4M-$314.6K2026-10-09
CoreCap Advisors, LLC
INCREASED9,8443,816+6,028+158%$4.6M$11.4M+$6.8M2026-10-08
Myriad Asset Management Advisors LLC
INCREASED9,8338,869+964+11%$10.6M$11.4M+$740.0K2026-11-03
Tctc Holdings, LLC
INCREASED9,8029,733+69+1%$11.7M$11.3M-$332.4K2026-11-02
RFG Advisory, LLC
DECREASED9,72210,775-1,053-10%$12.9M$11.2M-$1.7M2026-11-03
Portfolio Design Labs, LLC
DECREASED9,6549,672-180%$11.6M$11.2M-$430.4K2026-11-04
Pioneer Trust Bank N A
INCREASED9,6389,613+25+0%$11.5M$11.2M-$378.2K2026-11-06
SVB Wealth LLC
DECREASED9,6329,903-271-3%$11.9M$11.1M-$732.8K2026-11-06
Tower View Wealth Management LLC
INCREASED9,6279,568+59+1%$11.5M$11.1M-$336.9K2026-10-23
SeaBridge Investment Advisors LLC
INCREASED9,6106,352+3,258+51%$7.6M$11.1M+$3.5M2026-11-02
Shepherd Financial Partners LLC
DECREASED9,5589,583-250%$11.5M$11.1M-$434.9K2026-11-03
SteelPeak Wealth, LLC
INCREASED9,5415,219+4,322+83%$6.3M$11.0M+$4.8M2026-10-16
Mattern Capital Management, LLC
DECREASED9,54010,188-648-6%$12.2M$11.0M-$1.2M2026-11-02
Axxcess Wealth Management, LLC
DECREASED9,53921,821-12,282-56%$26.2M$11.0M-$15.1M2026-10-21
Global Wealth Management Investment Advisory, Inc.
INCREASED9,4964,528+4,968+110%$5.4M$11.0M+$5.6M2026-11-04
Premier Fund Managers Ltd
NEW9,442—+9,442——$11.2K—2026-11-02
Plimoth Trust Co LLC
INCREASED9,4219,201+220+2%$11.0M$10.9M-$135.1K2026-10-26
Prevail Innovative Wealth Advisors, LLC
DECREASED9,41810,078-660-7%$12.1M$11.2M-$892.5K2026-10-20
Harmony Asset Management LLC
DECREASED9,4119,641-230-2%$11.6M$10.9M-$674.3K2026-10-20
PKO Investment Management Joint-Stock Co
INCREASED9,4008,750+650+7%$10.5M$10.9M+$381.5K2026-10-19
Boyd Watterson Asset Management LLC
INCREASED9,3939,380+13+0%$11.3M$10.9M-$382.2K2026-11-06
Pegasus Asset Management, Inc.
INCREASED9,3849,306+78+1%$11.2M$10.9M-$303.9K2026-11-03
RED Cedar Investment Management, LLC
UNCHANGED9,3629,36200%$11.2M$10.8M-$396.5K2026-11-04
BNC Wealth Management, LLC
INCREASED9,3525,939+3,413+57%$7.1M$10.8M+$3.7M2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED9,3349,066+268+3%$10.9M$10.8M-$74.7K2026-10-23
Aull & Monroe Investment Management Corp
DECREASED9,3069,329-230%$11.2M$10.8M-$421.7K2026-10-16
ROI Financial Advisors, LLC
DECREASED9,2149,520-306-3%$11.4M$10.7M-$756.2K2026-10-19
Harvey Investment Co LLC
DECREASED9,1759,675-500-5%$11.6M$10.6K-$11.6M2026-10-20
Ascent Wealth Partners, LLC
NEW9,135—+9,135——$10.6M—2026-10-23
Chatham Capital Group, Inc.
INCREASED9,1079,058+49+1%$10.9M$10.5M-$326.9K2026-10-16
Fiduciary Family Office, LLC
INCREASED9,0666,119+2,947+48%$7.3M$10.5M+$3.2M2026-11-04
Simon Quick Advisors, LLC
INCREASED9,0495,814+3,235+56%$7.0M$10.5M+$3.5M2026-10-26
Hedeker Wealth, LLC
DECREASED9,0349,035-10%$10.8M$10.5M-$383.8K2026-10-23
Montecito Bank & Trust
DECREASED9,0339,044-110%$10.8M$10.5M-$395.7K2026-10-01
Gimbal Financial
DECREASED9,0239,217-194-2%$11.1M$10.4M-$614.8K2026-10-19
MTM Investment Management, LLC
DECREASED9,0239,034-110%$10.8M$10.4M-$395.0K2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED8,9448,670+274+3%$10.4M$10.3M-$49.8K2026-10-08
Lockheed Martin Investment Management Co
DECREASED8,93013,090-4,160-32%$15.7M$10.3M-$5.4M2026-11-04
Eulav Asset Management
DECREASED8,9109,010-100-1%$10.8M$10.3M-$497.3K2026-10-23
Allen Investment Management, LLC
INCREASED8,8778,613+264+3%$10.3M$10.3M-$59.3K2026-11-03
Covenant Asset Management, LLC
DECREASED8,8168,957-141-2%$10.7M$10.2M-$542.5K2026-10-14
CenterBook Partners LP
DECREASED8,74923,135-14,386-62%$27.7M$10.1M-$17.6M2026-11-02
West Branch Capital LLC
INCREASED8,7488,703+45+1%$10.4M$10.1M-$316.8K2026-10-20
Trust Asset Management LLC
DECREASED8,7448,752-80%$10.5M$10.1M-$379.9K2026-11-03
Lynch & Associates
UNCHANGED8,7388,73800%$10.5M$10.1M-$370.1K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED8,7198,697+22+0%$10.4M$10.1M-$336.3K2026-10-30
Perkins Capital Management Inc
UNCHANGED8,6808,68000%$10.4M$10.0M-$367.6K2026-11-02
Kanawha Capital Management LLC
INCREASED8,6628,046+616+8%$9.7M$10.0M+$372.4K2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED8,6468,232+414+5%$9.9M$10.0M+$129.6K2026-10-29
Trust Co of Vermont
INCREASED8,6068,529+77+1%$10.2M$10.0M-$272.1K2026-10-21
Everett Harris & Co
DECREASED8,5528,557-50%$10.3M$9.9M-$368.2K2026-10-28
Deltec Asset Management LLC
DECREASED8,5508,800-250-3%$10.6M$9.9M-$662.0K2026-10-26
SevenBridge Financial Group, LLC
DECREASED8,5088,963-455-5%$10.6M$10.9M+$294.0K2026-10-26
Allegheny Financial Group
INCREASED8,4968,119+377+5%$9.7M$9.8M+$91.9K2026-11-05
Ascentis Independent Advisors
INCREASED8,4903+8,487+282900%$3.6K$9.8M+$9.8M2026-11-03
Geneva Partners, LLC
INCREASED8,4441,436+7,008+488%$1.7M$9.8M+$8.0M2026-10-26
Ibex Wealth Advisors
DECREASED8,43312,208-3,775-31%$14.6M$9.8M-$4.9M2026-11-06
SAX Wealth Advisors, LLC
INCREASED8,4101,529+6,881+450%$1.4M$9.7M+$8.3M2026-10-13
Highland Capital Management, LLC
DECREASED8,37310,931-2,558-23%$13.1M$9.7M-$3.4M2026-10-26
Parkside Financial Bank & Trust
INCREASED8,3418,108+233+3%$9.7M$9.7M-$73.7K2026-10-27
Family Legacy Financial Solutions, LLC
DECREASED8,3318,341-100%$10.1M$9.6M-$461.5K2026-10-07
Waldron Private Wealth LLC
INCREASED8,3128,243+69+1%$9.9M$9.6M-$269.3K2026-11-02
Enhancing Capital LLC
INCREASED8,3028,300+2+0%$10.0M$9.6M-$349.2K2026-10-26
M Holdings Securities, Inc.
NEW8,292—+8,292——$10.8K—2026-11-03
Everhart Financial Group, Inc.
INCREASED8,2737,990+283+4%$9.6M$9.6M-$10.9K2026-10-08
Integrity Alliance, Llc.
INCREASED8,2738,162+111+1%$9.8M$9.6M-$217.5K2026-10-29
Radnor Capital Management, LLC
DECREASED8,2679,442-1,175-12%$11.3M$9.6M-$1.8M2026-10-23
Old Second National Bank of Aurora
DECREASED8,2538,525-272-3%$10.2M$9.5M-$675.8K2026-10-22
Sowell Financial Services LLC
INCREASED8,2297,621+608+8%$9.1M$9.5M+$381.6K2026-10-23
Archer Investment Corp
DECREASED8,2228,262-400%$9.9M$9.5M-$396.0K2026-11-05
Asio Capital, LLC
INCREASED8,1958,080+115+1%$9.7M$9.5M-$209.1K2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED8,1848,18400%$9.8M$9.8M$02026-10-15
Cohen Capital Management, Inc.
UNCHANGED8,1438,14300%$9.8M$9.4M-$344.9K2026-10-14
Ashurst Perkins Coie Trust Co
DECREASED8,0758,149-74-1%$9.8M$9.3M-$430.7K2026-10-15
Sovran Advisors, LLC
INCREASED8,0583,612+4,446+123%$4.4M$11.1M+$6.7M2026-11-02
Guardian Wealth Management, Inc.
INCREASED8,0497,823+226+3%$9.4M$9.3M-$69.8K2026-10-30
Verde Servicos Internacionais S.A.
INCREASED8,0488,000+48+1%$9.6M$9.3K-$9.6M2026-10-26
Verdence Capital Advisors LLC
INCREASED7,9797,223+756+10%$8.7M$9.2M+$568.7K2026-10-26
Intesa Sanpaolo Wealth Management
INCREASED7,9685,770+2,198+38%$6.9M$9.2M+$2.3M2026-10-28
Conning Inc.
DECREASED7,9338,044-111-1%$9.6M$9.2M-$469.1K2026-10-27
Chicago Trust Co NA
INCREASED7,9267,888+38+0%$9.5M$9.2M-$290.1K2026-10-28
Walter Public Investments Inc.
NEW7,900—+7,900——$9.1M—2026-11-05
Level Four Advisory Services, LLC
INCREASED7,8777,377+500+7%$8.9M$9.1M+$265.0K2026-11-06
Westwind Capital
DECREASED7,8718,264-393-5%$9.9K$9.1K-$8042026-10-08
Wolff Financial Management LLC
INCREASED7,8347,772+62+1%$9.3M$9.1M-$256.9K2026-10-23
PDS Planning, Inc
INCREASED7,8227,599+223+3%$9.1M$9.1M-$63.6K2026-11-03
Sanders Morris Harris LLC
INCREASED7,8216,198+1,623+26%$7.4M$9.2M+$1.8M2026-10-14
Symphony Financial, Ltd. Co.
INCREASED7,8026,597+1,205+18%$8.1M$9.2M+$1.1M2026-10-22
Parr Mcknight Wealth Management Group, LLC
DECREASED7,7857,918-133-2%$9.5M$9.0M-$489.2K2026-10-30
Angeles Wealth Management, LLC
DECREASED7,7687,926-158-2%$9.5M$9.0M-$518.5K2026-10-26
Kampmann Melissa S.
DECREASED7,7577,762-50%$9.3M$9.0M-$334.5K2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED7,7437,338+405+6%$8.8M$9.0M+$157.6K2026-10-23
RMR Wealth Builders
INCREASED7,6807,409+271+4%$8.9M$8.9M-$4132026-10-22
Focus Financial Network, Inc.
INCREASED7,6467,014+632+9%$8.4M$8.8M+$434.3K2026-10-14
Roman Butler Fullerton & Co
INCREASED7,6267,469+157+2%$8.8M$9.5M+$631.9K2026-10-27
Goodman Advisory Group, LLC
INCREASED7,616460+7,156+1556%$551.7K$8.8M+$8.3M2026-11-02
Heritage Wealth Management, Inc.
DECREASED7,6097,987-378-5%$9.6M$8.8M-$775.6K2026-10-28
Grove Bank & Trust
INCREASED7,6097,571+38+1%$9.1M$8.8M-$276.7K2026-10-08
Weaver Capital Management LLC
INCREASED7,5526,804+748+11%$6.3M$8.7M+$2.5M2026-10-15
Columbia Asset Management
DECREASED7,5418,009-468-6%$9.6M$8.7M-$880.7K2026-10-19
Constitution Capital LLC
DECREASED7,5238,941-1,418-16%$10.7M$8.7M-$2.0M2026-10-23
Premier Path Wealth Partners, LLC
INCREASED7,4917,275+216+3%$8.7M$8.7M-$58.2K2026-10-16
Cigna Investments Inc
DECREASED7,4737,550-77-1%$9.1M$8.6K-$9.0M2026-10-19
SYM Financial Corp
INCREASED7,4587,406+52+1%$8.9M$8.6M-$253.6K2026-10-26
Investment Research & Advisory Group, Inc.
DECREASED7,4307,451-210%$9.0M$8.6M-$327.8K2026-10-19
CWA Asset Management Group, LLC
DECREASED7,4237,425-20%$8.9M$8.6M-$316.3K2026-10-19
EverSource Wealth Advisors, LLC
INCREASED7,4197,378+41+1%$8.9M$8.6M-$266.7K2026-11-04
North Star Investment Management Corp.
INCREASED7,4187,401+17+0%$8.9M$8.6M-$293.5K2026-10-27
Canandaigua National Bank & Trust Co
DECREASED7,4057,511-106-1%$9.0M$8.6M-$440.7K2026-10-07
Pictet North America Advisors SA
INCREASED7,3697,280+89+1%$8.7M$8.5M-$205.3K2026-10-21
Global Assets Advisory, LLC
DECREASED7,3637,951-588-7%$9.4M$8.5M-$896.4K2026-10-28
Aprio Wealth Management, LLC
INCREASED7,3267,052+274+4%$8.5M$8.5M+$17.9K2026-10-28
Investment Partners, Ltd.
INCREASED7,3145,687+1,627+29%$6.8M$8.5M+$1.6M2026-10-29
Avestar Capital, LLC
DECREASED7,2858,456-1,171-14%$10.1M$8.4M-$1.7M2026-10-28
Norden Group LLC
DECREASED7,2427,327-85-1%$8.8M$8.4M-$407.8K2026-10-20
Leelyn Smith, LLC
DECREASED7,2007,410-210-3%$8.9M$8.3M-$557.6K2026-11-03
Secure Asset Management, LLC
INCREASED7,1816,792+389+6%$8.1M$8.3M+$162.5K2026-10-19
Pathway Wealth Management LLC
UNCHANGED7,1737,17300%$8.6M$8.3M-$303.8K2026-10-19
Stableford Capital II LLC
INCREASED7,1437,098+45+1%$8.5M$8.3M-$248.5K2026-10-09
J.Safra Asset Management Corp
INCREASED7,1066,918+188+3%$8.3M$8.2M-$76.3K2026-11-03
Procyon Advisors, LLC
INCREASED7,1056,408+697+11%$7.7M$8.2M+$535.3K2026-10-21
Howard Capital Management, LLC
DECREASED7,1047,165-61-1%$8.6M$8.2M-$374.0K2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED7,0067,00600%$8.4M$8.1M-$296.7K2026-10-15
Krilogy Financial LLC
INCREASED6,9146,846+68+1%$8.2M$8.2M-$34.2K2026-10-13
bLong Financial, LLC
UNCHANGED6,9136,91300%$8.3M$8.0M-$292.8K2026-10-29
Clear Harbor Asset Management, LLC
INCREASED6,9014,602+2,299+50%$5.5M$8.0M+$2.5M2026-11-05
Cullinan Associates Inc
INCREASED6,8736,866+7+0%$8.2M$8.0M-$282.7K2026-11-03
TCI Wealth Advisors, Inc.
INCREASED6,8416,824+17+0%$8.2M$7.9M-$269.3K2026-10-30
Armstrong Advisory Group, Inc
INCREASED6,8256,723+102+2%$8.1M$7.9M-$166.4K2026-10-09
Central Pacific Bank - Trust Division
DECREASED6,8147,222-408-6%$8.7M$7.9M-$777.9K2026-10-06
Magnus Financial Group LLC
INCREASED6,8086,605+203+3%$7.9M$7.9M-$44.9K2026-10-21
Investors Asset Management of Georgia Inc
DECREASED6,8036,818-150%$8.2M$7.9M-$306.1K2026-10-20
First Nebraska Trust Co
DECREASED6,7906,923-133-2%$8.3M$7.9M-$447.2K2026-10-30
Bouvel Investment Partners, LLC
DECREASED6,7816,825-44-1%$8.2M$7.8M-$340.0K2026-10-13
First Business Financial Services, Inc.
INCREASED6,7806,642+138+2%$8.0M$7.8M-$121.6K2026-10-29
LJI Wealth Management, LLC
DECREASED6,7777,026-249-4%$8.4M$7.8M-$585.7K2026-10-28
Apella Capital, LLC
INCREASED6,7744,276+2,498+58%$5.3M$8.1M+$2.8M2026-10-08
Avantax Planning Partners, Inc.
INCREASED6,7726,678+94+1%$8.0M$7.8M-$174.5K2026-11-03
True Private Wealth Advisors
INCREASED6,7726,739+33+0%$8.1M$7.8M-$245.8K2026-10-19
Asset One Wealth Management LLC
INCREASED6,7696,149+620+10%$7.1M$7.8M+$719.4K2026-11-02
Family Legacy, Inc.
INCREASED6,7666,758+8+0%$8.1M$7.8M-$276.9K2026-10-13
StrongBox Wealth, LLC
INCREASED6,7615,631+1,130+20%$6.8M$7.8M+$1.1M2026-11-02
Clearstead Trust, LLC
DECREASED6,7386,741-30%$8.1M$7.8M-$289.0K2026-11-06
Pinnacle Wealth Management Advisory Group, LLC
INCREASED6,7214,634+2,087+45%$5.6M$7.8M+$2.2M2026-10-23
SWS Partners
INCREASED6,7065,247+1,459+28%$6.3M$7.8M+$1.5M2026-10-26
Raub Brock Capital Management LP
DECREASED6,69613,706-7,010-51%$16.4M$7.7M-$8.7M2026-10-21
Nfsg Corp
INCREASED6,6925,038+1,654+33%$6.0M$7.7M+$1.7M2026-10-15
Pensioenfonds Rail & OV
NEW6,665—+6,665——$7.7M—2026-11-09
Resonant Capital Advisors, LLC
INCREASED6,6576,392+265+4%$7.7M$7.7M+$35.9K2026-10-15
Advisor OS, LLC
DECREASED6,6557,235-580-8%$8.7M$7.7M-$977.1K2026-11-03
HWG Holdings LP
NEW6,647—+6,647——$7.7M—2026-10-08
Little House Capital LLC
INCREASED6,6385,078+1,560+31%$6.1M$7.7M+$1.6M2026-11-06
Stanley-Laman Group, Ltd.
DECREASED6,6386,747-109-2%$8.1M$7.7M-$411.9K2026-10-20
WBH Advisory Inc
DECREASED6,6116,633-220%$8.0M$7.6M-$306.6K2026-11-05
Linden Thomas Advisory Services, LLC
INCREASED6,6106,333+277+4%$7.6M$7.6M+$52.3K2026-10-19
West Bancorporation Inc
INCREASED6,597604+5,993+992%$724.5K$7.6M+$6.9M2026-10-29
Catalyst Financial Partners LLC
INCREASED6,5756,449+126+2%$7.7M$7.6M-$127.3K2026-11-06
Lebenthal Global Advisors, LLC
INCREASED6,5525,893+659+11%$7.1M$7.6M+$513.8K2026-10-28
Capital Asset Advisory Services LLC
INCREASED6,5474,985+1,562+31%$6.0M$8.6M+$2.6M2026-10-30
Greenspring Advisors, LLC
INCREASED6,5123,171+3,341+105%$3.8M$7.5M+$3.7M2026-11-05
Avior Wealth Management, LLC
INCREASED6,5106,424+86+1%$7.7M$7.5M-$172.0K2026-10-13
Parisi Gray Wealth Management
INCREASED6,4866,274+212+3%$7.5M$7.5M-$20.5K2026-10-16
Zega Investments, LLC
DECREASED6,4866,635-149-2%$8.0M$7.5M-$453.7K2026-11-04
Gryphon Financial Partners LLC
INCREASED6,4846,418+66+1%$7.7M$7.5M-$196.2K2026-11-04
Wealth Alliance Advisory Group, LLC
INCREASED6,4456,285+160+3%$7.5M$7.5M-$80.6K2026-10-14
Ayrshire Capital Management LLC
DECREASED6,4406,630-190-3%$8.0M$7.5M-$500.4K2026-10-20
Ipswich Investment Management Co., Inc.
DECREASED6,4316,727-296-4%$8.1M$7.4M-$627.4K2026-10-13
Moneco Advisors, LLC
INCREASED6,4066,143+263+4%$7.4M$7.4M+$44.2K2026-11-05
Brandywine OAK Private Wealth LLC
DECREASED6,3716,378-70%$7.7M$7.4M-$278.4K2026-10-23
Maia Wealth LLC
INCREASED6,3606,126+234+4%$7.3M$7.4M+$10.8K2026-10-19
Moody National Bank Trust Division
DECREASED6,3156,596-281-4%$7.9M$7.3M-$604.5K2026-10-06
Kesler, Norman & Wride, LLC
INCREASED6,3105,979+331+6%$7.2M$7.3M+$129.6K2026-11-06
Richwood Investment Advisors, LLC
DECREASED6,2626,425-163-3%$7.7M$7.2M-$460.7K2026-10-30
PFC Capital Group, Inc.
INCREASED6,2566,173+83+1%$7.4M$7.2M-$165.3K2026-11-06
Trilogy Capital Inc.
INCREASED6,2475,952+295+5%$7.1M$7.2M+$88.5K2026-10-20
BOS Asset Management, LLC
DECREASED6,2356,418-183-3%$7.7M$7.2M-$483.4K2026-10-09
Andrew Hill Investment Advisors, Inc.
INCREASED6,1736,133+40+1%$7.4M$7.1M-$214.5K2026-10-22
Lake Street Private Wealth, LLC
INCREASED6,1726,078+94+2%$7.3M$7.1M-$149.4K2026-10-22
Accurate Wealth Management, LLC
INCREASED6,1605,606+554+10%$6.7M$7.2M+$520.5K2026-10-20
Kercheville Advisors, LLC
INCREASED6,1576,001+156+3%$7.2M$7.1M-$73.6K2026-10-19
Elyxium Wealth, LLC
INCREASED6,1366,087+49+1%$7.3M$7.1M-$201.0K2026-10-27
Galvin, Gaustad & Stein, LLC
INCREASED6,1151,368+4,747+347%$1.6M$7.1M+$5.4M2026-10-08
Diversified Enterprises, LLC
INCREASED6,0985,682+416+7%$6.8M$7.1M+$240.0K2026-10-19
NovaPoint Capital, LLC
DECREASED6,0516,061-100%$7.3M$7.0M-$268.2K2026-10-22
Hunter Associates Investment Management LLC
INCREASED6,0486,021+27+0%$7.2M$7.0K-$7.2M2026-10-26
Csenge Advisory Group
INCREASED6,0395,327+712+13%$6.4M$7.0M+$598.4K2026-11-04
Oxler Private Wealth LLC
INCREASED6,0366,027+9+0%$7.2M$7.0M-$245.0K2026-10-21
BankPlus Trust Department
INCREASED6,0255,809+216+4%$7.0M$7.0M+$3.9K2026-11-06
71 West Capital Partners
INCREASED6,0245,922+102+2%$7.1M$7.0M-$132.8K2026-11-04
Valmark Advisers, Inc.
INCREASED6,0235,846+177+3%$7.0M$7.0M-$43.2K2026-11-06
First City Capital Management, Inc.
DECREASED6,0196,107-88-1%$7.3M$7.0M-$360.4K2026-10-27
Compass Wealth Management LLC
DECREASED5,9936,093-100-2%$7.3M$6.9M-$373.7K2026-10-22
Shaker Investments LLC
INCREASED5,9494,175+1,774+42%$5.0M$6.9M+$1.9M2026-11-05
SFE Investment Counsel
DECREASED5,9265,971-45-1%$7.2M$6.9M-$304.9K2026-10-29
Advisory Solutions Group, LLC
INCREASED5,9114,501+1,410+31%$5.4M$6.8M+$1.4M2026-10-14
Redhawk Wealth Advisors, Inc.
DECREASED5,8816,057-176-3%$7.3M$6.8M-$459.7K2026-10-14
Reynders McVeigh Capital Management, LLC
DECREASED5,8715,915-44-1%$7.1M$6.8M-$301.4K2026-10-30
Sitrin Capital Management LLC
DECREASED5,8645,944-80-1%$7.1M$6.8M-$344.1K2026-10-19
VAN Strum & Towne Inc.
INCREASED5,8195,679+140+2%$6.8M$6.7M-$78.5K2026-11-06
Duncker Streett & Co Inc
INCREASED5,7975,580+217+4%$6.7M$6.7M+$15.0K2026-10-27
Nelson Capital Management, LLC
DECREASED5,7856,027-242-4%$7.2M$6.7M-$535.6K2026-11-09
Zions Bancorporation, National Association
INCREASED5,7785,146+632+12%$6.2M$6.7M+$513.3K2026-11-06
Cooper Financial Group
INCREASED5,7765,274+502+10%$6.3M$6.7M+$357.9K2026-10-07
Lighthouse Financial LLC
INCREASED5,7475,189+558+11%$6.2M$6.6M+$425.9K2026-10-23
Vision Capital Management, Inc.
DECREASED5,7305,868-138-2%$7.0M$6.6M-$408.2K2026-10-20
Hutchens & Kramer Investment Management Group, LLC
INCREASED5,7295,658+71+1%$6.8M$6.6M-$157.4K2026-10-16
TD Private Client Wealth LLC
INCREASED5,7095,646+63+1%$6.8M$6.6M-$166.2K2026-10-28
Pinnacle Bancorp, Inc.
INCREASED5,7085,700+8+0%$6.8M$6.6M-$232.1K2026-10-21
Tufton Capital Management
DECREASED5,6985,728-30-1%$6.9M$6.6K-$6.9M2026-10-20
Alta Advisers Ltd
INCREASED5,6973,079+2,618+85%$3.7M$6.6M+$2.9M2026-11-02
Smithbridge Asset Management Inc
DECREASED5,6895,883-194-3%$7.1M$6.6M-$473.6K2026-10-19
Institute for Wealth Management, Llc.
INCREASED5,6765,669+7+0%$6.8M$6.6M-$232.5K2026-11-06
Glaxis Capital Management, LLC
INCREASED5,6604,680+980+21%$5.6M$6.5M+$935.7K2026-11-02
Kavar Capital Partners Group, LLC
INCREASED5,6465,587+59+1%$6.7M$6.5M-$168.3K2026-11-06
Argentarii, LLC
INCREASED5,6445,634+10+0%$6.8M$6.5M-$314.9K2026-10-28
Nikulski Financial, Inc.
INCREASED5,6305,353+277+5%$6.4M$6.5M+$93.9K2026-11-06
Leonteq Securities AG
INCREASED5,6152,151+3,464+161%$2.6M$6.5M+$3.9M2026-10-29
LS Investment Advisors, LLC
INCREASED5,6034,611+992+22%$5.5M$6.5M+$952.6K2026-10-13
WealthBridge Capital Management, LLC
INCREASED5,6025,578+24+0%$6.7M$6.5M-$208.2K2026-10-16
Capital Investment Counsel, LLC
INCREASED5,6002,935+2,665+91%$3.5M$6.5M+$3.0M2026-10-14
Romano Brothers and Company
DECREASED5,5815,634-53-1%$6.8M$6.5M-$299.9K2026-10-22
Arista Wealth Management, LLC
DECREASED5,5705,856-286-5%$7.0M$6.4M-$578.9K2026-10-29
Azzad Asset Management Inc
DECREASED5,5675,597-30-1%$6.7M$6.4M-$271.3K2026-11-04
Nkcfo LLC
INCREASED5,5352,195+3,340+152%$2.6M$6.4K-$2.6M2026-11-04
Princeton Global Asset Management LLC
DECREASED5,5315,815-284-5%$7.0M$6.4M-$575.1K2026-10-21
Carl P. Sherr & Co., LLC
DECREASED5,4945,503-90%$6.6M$6.4M-$243.3K2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED5,4645,368+96+2%$6.4M$6.3M-$116.2K2026-10-27
Foguth Wealth Management, Llc.
INCREASED5,440656+4,784+729%$751.8K$6.8M+$6.1M2026-10-19
Wealth Enhancement Trust Services, Inc.
DECREASED5,3925,971-579-10%$7.2M$6.2M-$922.8K2026-10-07
Mechanics Bank Trust Department
INCREASED5,3845,353+31+1%$6.4M$6.2M-$190.8K2026-10-13
Davidson Capital Management Inc.
INCREASED5,3655,259+106+2%$6.3M$6.2M-$100.1K2026-10-15
StoneCrest Wealth Management, Inc.
INCREASED5,3555,351+4+0%$6.4M$6.2M-$222.0K2026-11-03
Ellsworth Advisors, LLC
INCREASED5,3394,841+498+10%$5.6M$6.2M+$578.3K2026-10-15
Finivi Inc.
INCREASED5,3365,240+96+2%$6.3M$6.2M-$111.3K2026-10-13
Royal Fund Management, LLC
INCREASED5,3025,141+161+3%$6.2M$6.1M-$31.4K2026-10-22
Reliant Investment Management, LLC
INCREASED5,288544+4,744+872%$652.5K$6.1M+$5.5M2026-10-14
Joseph Group Capital Management
INCREASED5,2805,241+39+1%$6.3M$6.1M-$176.8K2026-11-04
Forum Financial Management, LP
INCREASED5,2665,254+12+0%$6.3M$6.1M-$208.6K2026-10-16
Burke & Herbert Bank & Trust Co
INCREASED5,2555,231+24+0%$6.3M$6.1M-$193.8K2026-11-02
Hilltop National Bank
DECREASED5,2485,251-30%$6.3M$6.1M-$225.9K2026-10-14
Stillwater Wealth Management Group
DECREASED5,2325,274-42-1%$6.3M$6.1M-$271.9K2026-10-21
Lanark Financial, Inc.
DECREASED5,2215,499-278-5%$6.6M$6.0M-$555.5K2026-10-26
Torrey Growth & Income Advisors
DECREASED5,2185,248-30-1%$6.3M$6.2M-$130.7K2026-11-04
KRS Capital Management, LLC
INCREASED5,2165,210+6+0%$6.2M$6.0M-$213.4K2026-10-16
Oak Harvest Investment Services
INCREASED5,2113,607+1,604+44%$4.3M$6.0M+$1.7M2026-10-20
Koshinski Asset Management, Inc.
INCREASED5,2085,099+109+2%$6.1M$6.0M-$89.8K2026-10-29
Ironwood Financial, llc
DECREASED5,2035,220-170%$6.2M$6.0M-$149.1K2026-10-20
Physicians Financial Services, Inc.
UNCHANGED5,1925,19200%$6.2M$6.0K-$6.2M2026-11-04
Portside Wealth Group, LLC
DECREASED5,1895,720-531-9%$6.9M$6.0M-$856.6K2026-10-20
Prosperitas Financial LLC
INCREASED5,1544,718+436+9%$5.7M$6.0M+$304.9K2026-10-28
Westover Capital Advisors, LLC
INCREASED5,1473,728+1,419+38%$4.5M$6.0M+$1.5M2026-10-26
Gibbs Wealth Management
INCREASED5,1424,542+600+13%$5.4M$6.0M+$501.8K2026-10-22
Demars Financial Group, LLC
INCREASED5,1374,778+359+8%$5.7M$5.9M+$212.7K2026-10-22
Peddock Capital Advisors, LLC
INCREASED5,1235,107+16+0%$6.1M$5.9M-$197.8K2026-10-16
Stackstone Wealth, LLC
NEW5,112—+5,112——$5.9M—2026-10-19
Visionary Wealth Advisors
DECREASED5,0705,093-230%$6.1M$5.9M-$242.5K2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED5,0635,074-110%$6.1M$5.9M-$227.6K2026-11-02
Cox Capital Mgt LLC
DECREASED5,0585,092-34-1%$6.1M$5.9M-$255.0K2026-10-07
Kathmere Capital Management, LLC
INCREASED5,0564,626+430+9%$5.5M$5.9M+$302.4K2026-10-20
PW Nova Financial Services LLC
DECREASED5,0535,249-196-4%$6.3M$5.8M-$449.1K2026-10-15
Semus Wealth Partners LLC
DECREASED5,0455,155-110-2%$6.2M$5.8M-$345.8K2026-10-22
Aviso Wealth Management
DECREASED5,0395,214-175-3%$6.3M$5.8M-$423.3K2026-11-04
Trillium Asset Management, LLC
INCREASED5,036359+4,677+1303%$430.6K$5.8M+$5.4M2026-11-09
Valley National Advisers Inc
DECREASED5,0355,036-10%$6.0M$5.8M-$214.3K2026-10-23
Clear Creek Financial Management, LLC
INCREASED5,0234,281+742+17%$5.1M$5.8M+$676.7K2026-10-28
Sentry LLC
UNCHANGED5,0205,02000%$6.0M$5.8M-$212.6K2026-10-30
Keudell ison Wealth Management
INCREASED5,0194,989+30+1%$6.0M$5.8M-$176.6K2026-10-16
Peterson Wealth Services
INCREASED5,0074,914+93+2%$5.9M$5.8M-$100.5K2026-10-26
Glass Wealth Management Co LLC
INCREASED5,0014,448+553+12%$5.3M$5.8M+$451.5K2026-10-28
Perpetual Ltd
DECREASED4,9985,916-918-16%$7.1M$5.8M-$1.3M2026-10-13
Iowa State Bank
DECREASED4,9955,120-125-2%$6.1M$5.8M-$361.5K2026-10-06
Ninety One North America, Inc.
DECREASED4,9876,689-1,702-25%$8.0M$5.8M-$2.3M2026-10-15
Marathon Wealth Advisors LLC
INCREASED4,9854,978+7+0%$6.0M$5.8M-$203.0K2026-11-04
N10 Wealth, LLC
INCREASED4,9734,111+862+21%$4.9M$5.8M+$823.3K2026-10-14
Hixon Zuercher, LLC
INCREASED4,8991,765+3,134+178%$2.1M$5.7M+$3.6M2026-10-13
EPG Wealth Management LLC
INCREASED4,8874,768+119+3%$5.7M$5.7M-$64.6K2026-11-03
Stenger Family Office, LLC
DECREASED4,8756,754-1,879-28%$8.1M$5.7M-$2.4M2026-10-22
Courier Capital LLC
INCREASED4,8724,669+203+4%$5.6M$5.6M+$37.2K2026-10-19
Means Investment Co., Inc.
INCREASED4,8724,726+146+3%$5.7M$5.6M-$30.7K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED4,8424,913-71-1%$5.9M$5.6M-$290.8K2026-10-26
CFS Investment Advisory Services, LLC
DECREASED4,8284,838-100%$5.9M$5.6M-$284.5K2026-10-19
Freedom Day Solutions, LLC
INCREASED4,7974,649+148+3%$5.6M$5.6M-$24.9K2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED4,7894,824-35-1%$5.8M$5.5M-$244.8K2026-10-13
Baxter Bros Inc
INCREASED4,7794,774+5+0%$5.7M$5.5M-$196.4K2026-11-04
Biltmore Family Office, LLC
DECREASED4,7784,948-170-3%$5.9M$5.5M-$406.3K2026-11-03
Private Wealth Partners, LLC
INCREASED4,7664,448+318+7%$5.3M$5.5M+$179.6K2026-10-22
Brown Shipley& Co Ltd
INCREASED4,7504,717+33+1%$5.7M$5.5M-$161.6K2026-10-09
Community Bank, N.A.
INCREASED4,7444,314+430+10%$5.2M$5.5M+$314.9K2026-11-06
Harold Davidson & Associates Inc.
DECREASED4,7374,767-30-1%$5.7M$5.5M-$236.3K2026-10-29
Allen Mooney & Barnes Investment Advisors LLC
DECREASED4,7304,815-85-2%$5.8M$5.5M-$302.2K2026-10-08
Pines Wealth Management, LLC
DECREASED4,7154,765-50-1%$5.7M$5.5M-$260.3K2026-10-21
Paragon Advisors, LLC
INCREASED4,7064,037+669+17%$4.8M$5.4M+$603.1K2026-11-03
Hamilton Point Investment Advisors, LLC
DECREASED4,7034,813-110-2%$5.8M$5.4M-$331.1K2026-11-03
Carret Asset Management, LLC
DECREASED4,6974,753-56-1%$5.7M$5.4M-$266.1K2026-11-04
Beaumont Financial Advisors, LLC
DECREASED4,6824,760-78-2%$5.7M$5.4M-$291.7K2026-10-22
N10 Assets, LLC
INCREASED4,6764,070+606+15%$4.9M$5.4M+$528.8K2026-10-14
Oakworth Capital, Inc.
DECREASED4,6584,682-24-1%$5.6M$5.4M-$217.7K2026-10-26
365 WMG Private Fund I: Primus Fund LLC
NEW4,644—+4,644——$5.4M—2026-10-20
Axecap Investments, LLC
INCREASED4,6443,851+793+21%$4.6M$5.4M+$755.1K2026-10-20
River Street Advisors LLC
DECREASED4,6344,650-160%$5.6M$5.4M-$215.4K2026-10-22
AA Financial Advisors, LLC
DECREASED4,6284,686-58-1%$5.6M$5.4M-$266.4K2026-10-19
PFG Advisors
INCREASED4,6104,488+122+3%$5.4M$5.3M-$49.1K2026-10-16
Genus Capital Management Inc.
DECREASED4,6034,638-35-1%$5.6M$5.3M-$236.9K2026-11-04
Fire Capital Management LLC
INCREASED4,5912,122+2,469+116%$2.5M$5.3M+$2.8M2026-10-27
Towerpoint Wealth, LLC
INCREASED4,5614,549+12+0%$5.5M$5.3M-$178.7K2026-10-13
Signet Investment Advisory Group, Inc.
DECREASED4,5404,634-94-2%$5.6M$5.3M-$305.0K2026-10-30
Family Capital Trust Co
DECREASED4,5314,544-130%$5.5M$5.2M-$207.4K2026-10-22
Uhlmann Price Securities, LLC
INCREASED4,5254,508+17+0%$5.4M$5.2M-$171.2K2026-11-03
IFG Advisory, LLC
INCREASED4,5224,333+189+4%$5.2M$5.2M+$35.2K2026-11-09
InvesTrust
DECREASED4,5095,576-1,067-19%$6.7M$5.2M-$1.5M2026-10-14
Fragasso Financial Advisors Inc
DECREASED4,4874,609-122-3%$5.5M$5.3M-$237.1K2026-10-13
Triad Wealth Partners, LLC
INCREASED4,4854,306+179+4%$4.8M$5.2M+$361.0K2026-10-26
Thrive Capital Management, LLC
INCREASED4,4624,356+106+2%$5.2M$5.2M-$60.9K2026-10-28
Acumen Wealth Advisors, LLC
INCREASED4,4413,994+447+11%$4.8M$5.1M+$348.1K2026-11-05
Partners Wealth Management, LLC
INCREASED4,4382,135+2,303+108%$2.6M$5.1M+$2.6M2026-10-28
RDA Financial Network
DECREASED4,4344,517-83-2%$5.4M$5.1M-$286.7K2026-10-15
Brown Miller Wealth Management, LLC
INCREASED4,4173,921+496+13%$4.7M$5.1M+$408.0K2026-11-02
McAdam, LLC
INCREASED4,4144,144+270+7%$5.0M$5.1M+$136.1K2026-10-21
Affinity Capital Advisors, LLC
DECREASED4,4144,484-70-2%$5.4M$5.2M-$175.8K2026-10-13
Kenora Financial, LLC
DECREASED4,4144,462-48-1%$5.4M$5.1M-$244.5K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED4,4105,542-1,132-20%$6.6M$5.1M-$1.5M2026-11-04
WD Rutherford LLC
INCREASED4,4103,746+664+18%$4.5M$5.1M+$609.7K2026-10-26
Norway Savings Bank
DECREASED4,4104,469-59-1%$5.4M$5.1M-$257.5K2026-10-20
Arjuna Capital
DECREASED4,4024,447-45-1%$5.3M$5.1M-$240.4K2026-11-03
Balefire, LLC
INCREASED4,3984,262+136+3%$5.1M$5.1M-$23.1K2026-10-09
Ballast, Inc.
DECREASED4,3714,427-56-1%$5.3M$5.1M-$252.3K2026-10-20
Ledyard National Bank
INCREASED4,3584,276+82+2%$5.1M$5.0M-$86.2K2026-10-21
Capital Square, LLC
DECREASED4,3534,720-367-8%$5.6M$5.0M-$573.6K2026-10-19
First Heartland Consultants, Inc.
INCREASED4,3494,010+339+8%$4.8M$5.0M+$222.7K2026-10-08
3Chopt Investment Partners, LLC
INCREASED4,3494,014+335+8%$4.8M$5.0M+$217.6K2026-10-30
Slow Capital, Inc.
DECREASED4,3474,509-162-4%$5.4M$5.0M-$378.4K2026-10-23
Herbst Group, LLC
DECREASED4,3374,339-20%$5.2M$5.0M-$186.1K2026-10-20
Burns J W & Co Inc
DECREASED4,3324,335-30%$5.2M$5.0M-$187.1K2026-10-20
Ashton Thomas Securities, LLC
NEW4,324—+4,324——$5.0M—2026-10-26
Bernicke Wealth Management, Ltd.
INCREASED4,3224,293+29+1%$5.1M$5.0M-$148.4K2026-11-06
Integral Investment Advisors, Inc.
DECREASED4,3174,544-227-5%$5.5M$5.0M-$455.5K2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED4,3034,778-475-10%$5.7M$5.0M-$751.9K2026-10-28
Eagle Strategies LLC
INCREASED4,2934,271+22+1%$5.1M$5.0M-$156.1K2026-10-16
Philip James Wealth Mangement, LLC
INCREASED4,2424,241+1+0%$5.1M$4.9M-$178.9K2026-10-27
Sivik Global Healthcare LLC
DECREASED4,2305,000-770-15%$4.6K$4.9M+$4.9M2026-10-13
True North Advisors, LLC
INCREASED4,2173,109+1,108+36%$3.7M$4.9M+$1.2M2026-10-22
Convergence Financial, LLC
DECREASED4,2158,507-4,292-50%$10.2M$4.9M-$5.3M2026-10-27
Elm3 Financial Group, LLC
INCREASED4,2044,052+152+4%$4.9M$4.9M+$3.5K2026-10-07
Hager Investment Management Services, LLC
DECREASED4,2004,593-393-9%$5.5M$4.9M-$649.1K2026-11-04
Financial Enhancement Group LLC
INCREASED4,2004,150+50+1%$5.0M$5.0M+$15.1K2026-10-08
Natural Investments, LLC
DECREASED4,1965,609-1,413-25%$6.7M$4.9M-$1.9M2026-11-06
Cordatus Wealth Management LLC
DECREASED4,1964,307-111-3%$5.2M$4.9M-$310.8K2026-10-19
RVW Wealth, LLC
INCREASED4,1872,160+2,027+94%$2.6M$4.8M+$2.3M2026-10-06
Claro Advisors Inc.
INCREASED4,1843,896+288+7%$4.7M$4.8M+$169.2K2026-11-02
Pennsylvania Capital Management Inc
DECREASED4,1814,204-23-1%$5.0M$4.8M-$204.9K2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED4,1674,043+124+3%$4.8M$4.8M-$27.6K2026-10-19
Bochk Asset Management Ltd
DECREASED4,1506,610-2,460-37%$7.9M$4.8M-$3.1M2026-10-29
Greenup Street Wealth Management LLC
INCREASED4,1313,016+1,115+37%$3.6M$4.8M+$1.2M2026-10-28
Eagle Wealth Strategies LLC
INCREASED4,1314,105+26+1%$4.9M$4.8M-$143.4K2026-10-20
First Financial Corp
DECREASED4,1304,212-82-2%$5.1M$4.8M-$273.3K2026-10-13
Triangle Securities Wealth Management
DECREASED4,1284,197-69-2%$5.0M$4.8M-$257.6K2026-10-14
Jcic Asset Management Inc.
INCREASED4,1144,022+92+2%$3.7M$4.8M+$1.1M2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED4,1134,225-112-3%$5.1M$4.8M-$308.5K2026-10-27
CRA Financial Services, LLC
INCREASED4,1024,099+3+0%$4.9M$4.7M-$169.4K2026-10-16
Bosman Wealth Management, LLC
INCREASED4,0843,124+960+31%$3.7M$4.7M+$978.1K2026-10-28
McBroom & Associates, LLC
NEW4,078—+4,078——$4.7M—2026-10-29
Trek Financial, LLC
INCREASED4,0593,679+380+10%$4.4M$4.7M+$283.7K2026-10-29
StoneX Group Inc.
DECREASED4,0476,635-2,588-39%$8.0M$4.7M-$3.3M2026-11-03
Facet Wealth, Inc.
INCREASED4,0463,243+803+25%$3.9M$4.7M+$791.5K2026-11-04
Red Spruce Capital, LLC
DECREASED4,0444,085-41-1%$4.9M$4.7M-$220.4K2026-10-07
Marble Harbor Investment Counsel, LLC
DECREASED4,0394,243-204-5%$5.1M$4.7M-$415.7K2026-11-06
Greater Midwest Financial Group, LLC
INCREASED4,0213,943+78+2%$4.7M$4.7M-$75.8K2026-10-13
Arrow Financial Corp
DECREASED4,0154,406-391-9%$5.3M$4.6M-$639.0K2026-10-26
Argus Investors' Counsel, Inc.
INCREASED4,0113,987+24+1%$4.8M$4.6M-$141.1K2026-10-09
Bison Wealth, LLC
INCREASED4,0103,530+480+14%$4.2M$4.7M+$506.2K2026-10-13
United Asset Strategies, Inc.
DECREASED4,0044,174-170-4%$5.0M$4.6M-$373.4K2026-10-28
Ted Buchan & Co
DECREASED3,9994,243-244-6%$5.1M$4.6M-$462.0K2026-10-23
Brick & Kyle, Associates
INCREASED3,9973,972+25+1%$3.7M$4.6M+$972.2K2026-11-05
Souders Financial Advisors
DECREASED3,9284,235-307-7%$5.1M$4.5M-$535.0K2026-11-03
Occidental Asset Management, LLC
INCREASED3,9142,219+1,695+76%$2.7M$4.5M+$1.9M2026-11-05
Parthenon LLC
DECREASED3,9133,923-100%$4.7M$4.5M-$177.7K2026-10-22
Aries Wealth Management
DECREASED3,8894,132-243-6%$5.0M$4.5M-$456.2K2026-10-23
Cornerstone Planning, LLC
INCREASED3,8753,861+14+0%$4.6M$4.6M-$23.4K2026-10-27
Crystal Rock Capital Management
UNCHANGED3,8653,86500%$4.6M$4.5M-$163.7K2026-10-28
Opinicus Capital, Inc.
DECREASED3,8623,999-137-3%$4.8M$4.5M-$327.8K2026-10-28
Tealwood Asset Management Inc
DECREASED3,8604,074-214-5%$4.9K$4.5K-$4202026-10-13
Draper Asset Management, LLC
DECREASED3,8593,892-33-1%$4.7M$4.5M-$202.6K2026-10-09
Evermay Wealth Management LLC
INCREASED3,8543,773+81+2%$4.5M$4.5M-$66.1K2026-11-05
Philadelphia Trust Co
DECREASED3,8493,859-100%$4.6M$4.5K-$4.6M2026-11-05
HT Partners LLC
DECREASED3,8463,878-32-1%$4.7M$4.5M-$201.3K2026-10-20
Manchester Capital Management LLC
DECREASED3,8443,909-65-2%$4.7M$4.4M-$240.5K2026-10-22
XXI Wealth, LLC
INCREASED3,8433,126+717+23%$3.7M$4.4M+$697.2K2026-10-22
Legacy Trust
INCREASED3,8412,406+1,435+60%$2.9M$5.4M+$2.6M2026-11-06
Titan Investment Management LLC
NEW3,831—+3,831——$4.4M—2026-10-22
NBH Bank
DECREASED3,8313,892-61-2%$4.7M$4.4M-$235.4K2026-11-05
Consilium Wealth Advisory, LLC
INCREASED3,8273,713+114+3%$4.5M$4.4M-$25.4K2026-10-14
Connecticut Wealth Management, LLC
DECREASED3,8243,931-107-3%$4.7M$4.4M-$290.9K2026-10-13
Cane Capital Partners, LLC
INCREASED3,8183,398+420+12%$4.1M$4.4M+$342.1K2026-10-23
Marion Wealth Management
INCREASED3,8083,761+47+1%$4.5M$4.4M-$104.7K2026-10-22
Blodgett Wealth Advisors, LLC
INCREASED3,8063,779+27+1%$4.5M$4.4M-$128.8K2026-10-23
Summit Wealth Group LLC / Co
INCREASED3,8032,222+1,581+71%$2.7M$4.4M+$1.7M2026-10-29
Concord Wealth Partners
INCREASED3,8023,673+129+4%$4.4M$4.4M-$5.9K2026-11-02
Mitsubishi UFJ Asset Management (UK) Ltd.
UNCHANGED3,8003,80000%$4.6M$4.4K-$4.6M2026-10-22
Fulcrum Capital LLC
INCREASED3,7973,758+39+1%$4.5M$4.4M-$114.0K2026-10-15
Optas, LLC
DECREASED3,7883,980-192-5%$4.8M$4.4M-$390.7K2026-11-09
Legacy Bridge, LLC
DECREASED3,7543,978-224-6%$4.8M$4.3M-$427.7K2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED3,7493,750-10%$4.5M$4.3M-$160.5K2026-10-15
Asset Dedication, LLC
DECREASED3,7453,816-71-2%$4.6M$4.3M-$243.7K2026-11-03
Verum Partners LLC
INCREASED3,7343,715+19+1%$4.5M$4.3M-$136.2K2026-10-21
Hardy Reed LLC
INCREASED3,7203,509+211+6%$4.2M$4.3M+$95.5K2026-11-06
Great Diamond Partners, LLC
DECREASED3,7193,752-33-1%$4.5M$4.3M-$197.1K2026-10-13
Tritonpoint Wealth, LLC
DECREASED3,7183,728-100%$4.5M$4.3M-$170.5K2026-10-19
Jeppson Wealth Management, LLC
DECREASED3,7173,843-126-3%$4.6M$4.3M-$308.5K2026-10-20
Juno Financial Group LLC
DECREASED3,7103,880-170-4%$4.7M$4.3M-$361.0K2026-10-27
New England Research & Management, Inc.
INCREASED3,7033,556+147+4%$4.3M$4.3M+$20.1K2026-10-16
James J. Burns & Company, LLC
INCREASED3,6953,672+23+1%$4.4M$4.3M-$128.9K2026-10-22
Huntleigh Advisors, Inc.
INCREASED3,6862,984+702+24%$3.6M$4.3M+$685.3K2026-11-03
Balentine LLC
DECREASED3,6795,001-1,322-26%$6.0M$4.3M-$1.7M2026-11-03
Platform Technology Partners
INCREASED3,6783,230+448+14%$3.9M$4.3M+$382.3K2026-11-02
Columbia Bank
INCREASED3,6743,594+80+2%$4.3M$4.3M-$59.6K2026-10-29
Linscomb Wealth, Inc.
INCREASED3,6681,056+2,612+247%$1.3M$4.2M+$3.0M2026-11-05
Wealth Dimensions Group, Ltd.
INCREASED3,6673,627+40+1%$4.4M$4.2M-$107.2K2026-11-02
Fairvoy Private Wealth, LLC
INCREASED3,6653,395+270+8%$4.1M$4.2M+$168.7K2026-10-19
Retirement Guys Formula LLC
INCREASED3,6513,529+122+3%$4.2M$4.2M-$7.3K2026-10-26
Versant Capital Management, Inc
INCREASED3,6493,562+87+2%$4.3M$4.2M-$50.4K2026-10-02
Sky Investment Group LLC
INCREASED3,6461,448+2,198+152%$1.7M$4.2M+$2.5M2026-10-30
Formuepleje A/S
DECREASED3,6384,643-1,005-22%$5.6M$4.2M-$1.4M2026-10-15
Kingsman Wealth Management, Inc.
INCREASED3,6352,833+802+28%$3.4M$4.2M+$807.4K2026-10-13
MCF Advisors LLC
INCREASED3,6343,535+99+3%$4.2M$4.2M-$35.1K2026-10-28
Clifford Swan Investment Counsel LLC
INCREASED3,6313,466+165+5%$4.2M$4.2M+$44.1K2026-11-05
Prudent Man Advisors, LLC
DECREASED3,6303,695-65-2%$4.4M$4.2M-$231.7K2026-11-03
Rockingstone Advisors LLC
INCREASED3,6173,612+5+0%$4.3M$4.2M-$147.2K2026-10-16
Millennium Capital Advisors, LLC
DECREASED3,6153,623-80%$4.3M$4.2M-$163.3K2026-10-16
BIP Wealth, LLC
INCREASED3,6143,598+16+0%$4.3M$4.2M-$133.9K2026-10-22
Hilton Head Capital Partners, LLC
DECREASED3,6074,054-447-11%$4.9M$4.2M-$688.9K2026-10-23
LVW Advisors, LLC
DECREASED3,5933,596-30%$4.3M$4.2M-$155.8K2026-10-19
Vista Investment Partners LLC
DECREASED3,5633,568-50%$4.3M$4.1M-$156.8K2026-10-08
Victory Financial Group, LLC
INCREASED3,5603,281+279+9%$3.9M$4.1M+$183.7K2026-10-27
TBH Global Asset Management, LLC
INCREASED3,5443,133+411+13%$3.8M$4.1M+$343.3K2026-11-03
Baker Ellis Asset Management LLC
DECREASED3,5323,547-150%$4.3M$4.1M-$167.6K2026-10-14
Searle & Co.
UNCHANGED3,5303,53000%$4.2M$4.1M-$149.5K2026-11-04
Peterson Wealth Management
DECREASED3,5253,798-273-7%$4.6M$4.1M-$476.2K2026-11-06
Congress Park Capital LLC
DECREASED3,5243,607-83-2%$4.3M$4.1M-$248.8K2026-10-13
Aegis Wealth Management, Inc.
INCREASED3,5243,521+3+0%$4.2M$4.1M-$145.6K2026-10-26
RKL Wealth Management LLC
INCREASED3,5182,374+1,144+48%$2.8M$4.1M+$1.2M2026-10-16
Trust Point Inc.
INCREASED3,5182,996+522+17%$3.6M$4.1M+$477.1K2026-10-27
Brady Family Wealth, LLC
INCREASED3,5011,817+1,684+93%$2.2M$4.1M+$1.9M2026-11-02
Texas Bank & Trust Co
INCREASED3,4973,359+138+4%$4.0M$4.0M+$17.4K2026-11-04
Cerro Pacific Wealth Advisors LLC
INCREASED3,4803,470+10+0%$4.2M$4.0M-$135.2K2026-10-22
International Private Wealth Advisors LLC
INCREASED3,4782,450+1,028+42%$2.9M$4.0M+$1.1M2026-11-05
Bourne Lent Asset Management Inc
DECREASED3,4593,887-428-11%$4.7M$4.0M-$659.8K2026-11-05
Taylor Financial Group, Inc.
DECREASED3,4433,485-42-1%$4.2M$4.0M-$196.2K2026-11-02
DeDora Capital, Inc.
DECREASED3,4173,644-227-6%$4.4M$4.0M-$417.0K2026-10-26
Concord Asset Management, LLC
INCREASED3,4023,192+210+7%$3.8M$3.9M+$107.6K2026-11-02
Strengthening Families & Communities, LLC
DECREASED3,4023,421-19-1%$4.1M$3.9M-$166.9K2026-10-21
Graphene Investments SAS
INCREASED3,4003,000+400+13%$3.6M$3.9M+$335.8K2026-10-22
Fortis Group Advisors, LLC
DECREASED3,4003,471-71-2%$4.2M$4.8M+$610.8K2026-11-06
Valley Wealth Managers, Inc.
DECREASED3,3933,395-20%$4.1M$3.9M-$146.1K2026-10-09
High Note Wealth, LLC
INCREASED3,3763,250+126+4%$3.9M$3.9M+$8.2K2026-10-27
Hanson & Doremus Investment Management
DECREASED3,3713,655-284-8%$4.4M$3.9K-$4.4M2026-10-16
WoodTrust Financial Corp
INCREASED3,3713,321+50+2%$4.0M$3.9K-$4.0M2026-10-09
Triumph Capital Management
INCREASED3,3703,038+332+11%$3.6M$3.9M+$255.7K2026-10-14
Northcape Wealth Management, LLC
DECREASED3,3684,618-1,250-27%$5.5M$3.9M-$1.6M2026-11-04
Adirondack Trust Co
DECREASED3,3663,642-276-8%$4.4M$3.9M-$473.6K2026-10-14
Hurlow Wealth Management Group, Inc.
DECREASED3,3653,375-100%$4.0M$3.9M-$154.4K2026-10-29
Compton Wealth Advisory Group, LLC
INCREASED3,3633,339+24+1%$4.0M$3.9M-$112.2K2026-10-13
Childress Capital Advisors, LLC
INCREASED3,3593,245+114+4%$3.9M$3.9M-$5.5K2026-10-28
Aspen Investment Management Inc
INCREASED3,3503,349+1+0%$4.0K$3.9K-$1412026-11-05
Boston Trust Walden Corp
INCREASED3,3283,295+33+1%$4.0M$3.9M-$101.4K2026-10-30
Nvwm, LLC
INCREASED3,3283,314+14+0%$4.0M$3.9M-$123.0K2026-10-14
ICW Investment Advisors LLC
DECREASED3,3253,354-29-1%$4.0M$3.8M-$174.8K2026-10-27
Chapman Investment Management, LLC
NEW3,317—+3,317——$3.8M—2026-11-03
Symmetry Partners, LLC
DECREASED3,3153,325-100%$4.0M$3.8M-$152.1K2026-10-27
TSG Advice Partners, LLC
NEW3,310—+3,310——$4.0M—2026-10-29
Guardian Partners Inc.
DECREASED3,2953,532-237-7%$4.2M$3.8M-$423.8K2026-10-21
Analyst IMS Investment Management Services Ltd.
INCREASED3,2742,047+1,227+60%$2.5M$3.8K-$2.5M2026-11-05
Bfsg, LLC
DECREASED3,2743,326-52-2%$4.0M$3.8M-$201.0K2026-10-30
RF&L Wealth Management, LLC
INCREASED3,2703,269+1+0%$3.9M$3.8M-$137.3K2026-10-20
Tred Avon Family Wealth, LLC
DECREASED3,2663,283-17-1%$3.9M$3.8M-$159.4K2026-10-20
Catalyst Capital Advisors LLC
INCREASED3,265610+2,655+435%$731.7K$3.8M+$3.0M2026-11-02
Wallington Asset Management, LLC
DECREASED3,2583,376-118-3%$4.0M$3.8M-$279.5K2026-11-04
Barr E S & Co
INCREASED3,2583,236+22+1%$3.9M$3.8M-$111.6K2026-11-06
Austin Asset Management Co Inc
INCREASED3,2533,150+103+3%$3.8M$3.8M-$14.1K2026-10-29
Etesian Wealth Advisors, Inc.
DECREASED3,2423,360-118-4%$4.0M$3.8M-$278.8K2026-10-27
Violich Capital Management, Inc.
INCREASED3,2411,291+1,950+151%$1.5M$3.8M+$2.2M2026-10-05
Whitener Capital Management, Inc.
INCREASED3,2352,960+275+9%$3.6M$3.7M+$192.8K2026-10-15
Guardian Asset Advisors, LLC
INCREASED3,2323,207+25+1%$3.8M$3.7M-$105.9K2026-10-16
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED3,2183,346-128-4%$4.0M$3.7M-$289.8K2026-10-26
Optimist Retirement Group LLC
INCREASED3,2173,163+54+2%$3.8M$3.7M-$71.4K2026-10-30
Altman Advisors, Inc.
DECREASED3,2103,236-26-1%$3.9M$3.7M-$167.1K2026-11-05
Q3 Asset Management
NEW3,204—+3,204——$3.7K—2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED3,2043,407-203-6%$4.1M$3.7M-$378.9K2026-11-04
1834 Investment Advisors Co
INCREASED3,2013,175+26+1%$3.8M$3.7M-$104.4K2026-10-16
St. Louis Financial Planners Asset Management, LLC
NEW3,197—+3,197——$3.6M—2026-10-16
Stablepoint Partners, LLC
DECREASED3,1973,240-43-1%$3.9M$3.7M-$186.9K2026-11-03
Stone Summit Wealth LLC
DECREASED3,1903,470-280-8%$4.2M$3.7M-$470.9K2026-10-14
Certified Advisory Corp
DECREASED3,1903,249-59-2%$3.9M$3.7M-$205.8K2026-10-29
GFG Capital, LLC
INCREASED3,174724+2,450+338%$868.4K$3.7M+$2.8M2026-10-16
MW Advisory, LLC
INCREASED3,1572,491+666+27%$3.0M$3.7M+$665.4K2026-10-19
Lighthouse Financial Services Inc
INCREASED3,1563,155+1+0%$3.8M$3.7M-$108.1K2026-11-02
MFG Wealth Management, Inc.
INCREASED3,1433,013+130+4%$3.6M$3.6M+$22.4K2026-10-09
Aviance Capital Partners, LLC
DECREASED3,1413,181-40-1%$3.8M$3.6M-$181.3K2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED3,1083,409-301-9%$4.1M$3.6M-$493.5K2026-10-20
Hudson Canyon Capital Management
DECREASED3,0983,316-218-7%$4.0M$3.6M-$392.7K2026-11-04
CGN Advisors LLC
DECREASED3,0973,311-214-6%$4.0M$3.6M-$388.0K2026-10-21
Blue Line Capital, LLC / IL
INCREASED3,0972,956+141+5%$3.5M$3.6M+$38.1K2026-11-04
Curbstone Financial Management Corp
DECREASED3,0923,202-110-3%$3.8M$3.6M-$262.9K2026-10-21
Regent Peak Wealth Advisors LLC
INCREASED3,0842,995+89+3%$3.6M$3.6M-$23.8K2026-10-13
Fortitude Family Office, LLC
INCREASED3,0743,046+28+1%$3.7M$3.6M-$96.6K2026-10-14
Wealth Architects, LLC
INCREASED3,0733,001+72+2%$3.6M$3.6M-$44.4K2026-11-03
Oslo Pensjonsforsikring AS
INCREASED3,0733,025+48+2%$3.6M$3.6M-$72.6K2026-10-15
Kuhn & Co Investment Counsel
DECREASED3,0683,238-170-5%$3.9M$3.5M-$333.8K2026-10-29
Hudock, Inc.
INCREASED3,0623,005+57+2%$3.6M$3.5M-$61.8K2026-10-14
Tobam
DECREASED3,0524,850-1,798-37%$5.8M$3.5K-$5.8M2026-11-03
Marino, Stram & Associates LLC
DECREASED3,0513,091-40-1%$3.7M$3.5M-$176.9K2026-10-22
Patrick M Sweeney & Associates, Inc
INCREASED3,0493,027+22+1%$3.6M$3.5M-$102.7K2026-10-22
Accredited Investors Inc.
DECREASED3,0373,151-114-4%$3.8M$3.5M-$265.3K2026-11-03
CMG Global Holdings, LLC
INCREASED3,0373,035+2+0%$3.6M$3.5M-$126.0K2026-10-14
Brown, Lisle Ings, Inc.
DECREASED3,0333,308-275-8%$4.0M$3.5M-$458.3K2026-10-16
Drive Wealth Management, LLC
DECREASED3,0293,080-51-2%$3.7M$3.5M-$189.8K2026-11-09
Inscription Capital, LLC
DECREASED3,0234,139-1,116-27%$5.0M$3.5M-$1.5M2026-11-02
Massachusetts Wealth Management
INCREASED3,0203,000+20+1%$3.6M$3.5M-$103.9K2026-10-21
Spirit of America Management Corp
UNCHANGED3,0153,01500%$3.6M$3.5M-$127.7K2026-10-14
Sunbeam Capital Management, LLC
DECREASED3,0103,175-165-5%$3.8M$3.5M-$325.5K2026-11-05
Bullock Wealth Management Group
INCREASED2,9832,962+21+1%$3.5M$3.4M-$100.0K2026-10-09
Blue Capital, Inc.
DECREASED2,9803,107-127-4%$3.7M$3.4M-$278.2K2026-10-13
Whalen Wealth Management Inc.
INCREASED2,9752,567+408+16%$3.1M$3.4M+$362.8K2026-10-08
Pathway Financial Advisers, LLC
INCREASED2,9722,892+80+3%$3.5M$3.4M-$28.8K2026-10-27
Farmers & Merchants Trust Co of Long Beach
INCREASED2,9682,847+121+4%$3.4M$3.4M+$19.4K2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED2,9682,874+94+3%$3.4M$3.4M-$12.6K2026-10-14
Beacon Bank & Trust
INCREASED2,9562,885+71+2%$3.5M$3.4M-$40.0K2026-10-27
Value Partners Investments Inc.
DECREASED2,9492,976-27-1%$3.6M$3.4M-$141.4K2026-10-19
JSF Financial, LLC
INCREASED2,9482,239+709+32%$2.7M$3.4M+$725.5K2026-10-22
FCG Investment Co
INCREASED2,9442,688+256+10%$3.2M$3.4M+$182.4K2026-10-13
Woodard & Co Asset Management Group Inc
DECREASED2,9443,052-108-4%$3.7M$3.4M-$254.2K2026-11-03
Crown Wealth Group, LLC
DECREASED2,9393,191-252-8%$3.8M$3.4M-$426.7K2026-10-19
Matrix Trust Co
INCREASED2,9312,656+275+10%$3.2K$3.4K+$2052026-10-07
AlTi Global, Inc.
DECREASED2,9245,208-2,284-44%$6.2M$3.4M-$2.9M2026-11-09
Parcion Private Wealth LLC
INCREASED2,9222,856+66+2%$3.4M$3.4M-$44.6K2026-10-28
Lyell Wealth Management, LP
INCREASED2,9142,847+67+2%$3.4M$3.4M-$43.0K2026-10-30
Certuity, LLC
INCREASED2,9032,505+398+16%$3.0M$3.4M+$361.3K2026-11-02
Mirabaud & Cie SA
DECREASED2,8862,951-65-2%$3.5M$3.3M-$200.2K2026-10-27
Cornerstone Advisory, LLC
INCREASED2,8812,851+30+1%$3.4M$3.3M-$86.9K2026-11-06
KPP Advisory Services LLC
DECREASED2,8692,871-20%$3.4M$3.3M-$123.7K2026-10-26
Personal CFO Solutions, LLC
DECREASED2,8534,041-1,188-29%$4.8M$3.3M-$1.5M2026-11-06
Patten Group, Inc.
INCREASED2,8512,822+29+1%$3.4M$3.3M-$85.7K2026-10-26
Veracity Capital LLC
INCREASED2,8501,872+978+52%$2.2M$3.3M+$1.1M2026-10-08
Kennedy Investment Group, Inc.
INCREASED2,8412,744+97+4%$3.3M$3.3M-$4.4K2026-10-21
Focused Wealth Management, Inc
INCREASED2,8352,178+657+30%$2.6M$3.3M+$668.4K2026-10-30
Argonautica Private Wealth Management, Inc
UNCHANGED2,8352,83500%$3.4M$3.3M-$120.1K2026-11-02
Douglas Lane & Associates, LLC
DECREASED2,8292,861-32-1%$3.4M$3.3M-$158.2K2026-10-09
Almanack Investment Partners, Llc.
INCREASED2,8202,607+213+8%$3.1M$3.3M+$136.4K2026-11-03
Accuvest Global Advisors
DECREASED2,8032,984-181-6%$3.6M$3.2M-$338.0K2026-11-04
Corundum Group, Inc.
INCREASED2,8011,681+1,120+67%$2.0M$3.2M+$1.2M2026-10-28
Rational Advisors, Inc.
DECREASED2,7993,236-437-13%$3.9M$3.2M-$642.7K2026-11-02
Anchyra Partners LLC
INCREASED2,7982,462+336+14%$3.0M$3.2M+$284.5K2026-10-13
Gables Capital Management Inc.
DECREASED2,7902,805-15-1%$3.4M$3.2M-$136.1K2026-11-04
Essex LLC
DECREASED2,7852,814-29-1%$3.4M$3.2M-$152.5K2026-10-14
SP Asset Management LLC
DECREASED2,7782,785-70%$3.3M$3.2M-$125.9K2026-11-05
B.A. Schrock Wealth Management, Inc.
NEW2,772—+2,772——$3.2M—2026-10-15
Archford Capital Strategies, LLC
INCREASED2,7682,586+182+7%$3.1M$3.2M+$101.1K2026-10-19
Carrera Capital Advisors
INCREASED2,7641,007+1,757+174%$1.2M$3.2M+$2.0M2026-11-03
Hobart Private Capital, LLC
INCREASED2,7622,719+43+2%$3.3M$3.2M-$65.4K2026-10-19
FNY Investment Advisers, LLC
INCREASED2,7601,393+1,367+98%$1.7K$3.2K+$1.5K2026-10-16
Quadrant Private Wealth Management, LLC
NEW2,752—+2,752——$3.2M—2026-11-04
Abacus Planning Group, Inc.
INCREASED2,7522,527+225+9%$3.0M$3.2M+$153.3K2026-11-02
Contravisory Investment Management, Inc.
DECREASED2,7392,955-216-7%$3.5M$3.2M-$375.1K2026-10-13
Howland Capital Management LLC
DECREASED2,7353,121-386-12%$3.7M$3.2M-$578.9K2026-10-22
Ifrah Financial Services, Inc.
INCREASED2,7352,709+26+1%$3.2M$3.2M-$83.6K2026-10-13
Eagle Rock Investment Company, LLC
UNCHANGED2,7252,72500%$3.3M$3.2M-$115.4K2026-10-21
Kessler Investment Group, LLC
DECREASED2,7242,923-199-7%$3.5M$3.2M-$354.0K2026-10-08
Lewis Asset Management, LLC
INCREASED2,7242,670+54+2%$3.2M$3.2M-$49.8K2026-10-14
Swiss RE LTD
INCREASED2,7191,655+1,064+64%$2.0M$3.1M+$1.2M2026-11-06
Bennett Selby Investments LP
INCREASED2,7182,455+263+11%$2.9M$3.1M+$200.3K2026-10-19
Clear Investment Research, LLC
UNCHANGED2,7182,71800%$3.3M$3.1M-$114.7K2026-11-06
Milestone Asset Management, LLC
DECREASED2,7136,415-3,702-58%$7.7M$3.1M-$4.6M2026-10-15
Abel Hall, LLC
INCREASED2,7132,675+38+1%$3.2M$3.1M-$69.3K2026-10-19
Northbridge Financial Group, LLC
INCREASED2,7112,655+56+2%$3.2M$3.1M-$46.1K2026-11-05
Cottage Street Advisors LLC
INCREASED2,7072,635+72+3%$3.2M$3.1M-$24.1K2026-10-19
Vann Equity Management LLC
UNCHANGED2,7072,70700%$3.2M$3.1M-$113.9K2026-10-08
DCF Advisers, LLC
UNCHANGED2,7002,70000%$3.2M$3.1M-$114.3K2026-11-04
Mechanics Financial Corp
INCREASED2,6952,674+21+1%$3.2M$3.1M-$88.9K2026-11-05
PFW Advisors LLC
DECREASED2,6922,695-30%$3.2M$3.1M-$117.6K2026-10-07
Breakwater Capital Group
DECREASED2,6832,741-58-2%$3.3M$3.1M-$183.2K2026-10-09
AmeriServ Wealth Advisors
DECREASED2,6752,762-87-3%$3.3M$3.1M-$217.6K2026-10-21
Greatmark Investment Partners, Inc.
UNCHANGED2,6732,67300%$3.2M$3.1M-$113.2K2026-10-28
Legacy Financial Independent Advisors LLC
DECREASED2,6723,251-579-18%$3.9M$3.1M-$807.6K2026-11-02
AdvisorNet Financial, Inc
INCREASED2,6662,556+110+4%$3.1M$3.2M+$156.9K2026-10-15
Van Cleef Asset Management,Inc
DECREASED2,6622,762-100-4%$3.3M$3.1M-$232.6K2026-10-20
InTrack Investment Management Inc
DECREASED2,6583,505-847-24%$4.2M$3.1M-$1.1M2026-10-15
Compass Financial Management LLC
INCREASED2,6572,030+627+31%$2.3M$3.1M+$761.8K2026-10-30
Terra Nova Asset Management LLC
INCREASED2,6552,577+78+3%$3.1M$3.1M-$18.0K2026-10-13
Thomas Story & SON LLC
UNCHANGED2,6552,65500%$3.2M$3.1M-$112.4K2026-10-13
Sippican Capital Advisors
DECREASED2,6542,769-115-4%$3.3M$3.1M-$250.3K2026-10-23
Activest Wealth Management
INCREASED2,6472,573+74+3%$3.1M$3.1M-$22.8K2026-10-15
Probity Advisors, Inc.
DECREASED2,6382,714-76-3%$3.3M$3.1M-$202.9K2026-10-23
Deseret Mutual Benefit Administrators
DECREASED2,6382,639-10%$3.2M$3.1M-$112.9K2026-11-04
Brian LOW Financial Group, LLC
INCREASED2,6252,574+51+2%$3.1M$3.0M-$50.0K2026-10-28
S.A. Mason LLC
INCREASED2,6232,467+156+6%$3.0M$3.0M+$76.0K2026-10-13
180 Wealth Advisors, LLC
INCREASED2,6182,524+94+4%$3.0M$3.0M+$1.9K2026-11-03
United Bank
DECREASED2,6152,644-29-1%$3.2M$3.0M-$145.5K2026-11-06
Peak Financial Advisors LLC
DECREASED2,6123,242-630-19%$3.9M$3.0M-$866.3K2026-10-28
Cairn Investment Group, Inc.
UNCHANGED2,6102,61000%$3.1M$3.0K-$3.1M2026-11-04
Wellington Shields & Co., LLC
DECREASED2,60012,972-10,372-80%$15.6M$3.0M-$12.6M2026-11-03
Wellington Shields Capital Management, LLC
DECREASED2,6009,793-7,193-73%$11.7M$3.0M-$8.7M2026-11-03
Capital Management Associates
UNCHANGED2,6002,60000%$3.1M$3.0M-$110.1K2026-11-03
Barlow Wealth Partners, LLC
INCREASED2,5991,448+1,151+79%$1.8M$3.0M+$1.2M2026-10-15
Winthrop Advisory Group LLC
INCREASED2,5961,928+668+35%$2.3M$3.0M+$691.4K2026-10-22
Penn Davis Mcfarland Inc
DECREASED2,5952,695-100-4%$3.2M$3.0M-$229.8K2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED2,5922,569+23+1%$2.3M$3.0K-$2.3M2026-11-04
Monument Capital Management
INCREASED2,5912,528+63+2%$3.0M$3.0M-$34.2K2026-10-09
City State Bank
DECREASED2,5902,696-106-4%$3.2M$3.0M-$236.8K2026-10-20
Net Worth Advisory Group
DECREASED2,5682,715-147-5%$3.3M$3.0M-$303.7K2026-10-20
California First Leasing Corp
NEW2,565—+2,565——$3.0M—2026-11-09
GLR Partners, LLC
DECREASED2,5642,605-41-2%$3.1M$3.0M-$157.8K2026-11-04
LFG Wealth Partners, LLC
DECREASED2,5582,647-89-3%$3.2M$3.0M-$215.7K2026-10-28
Lineweaver Wealth Advisors, LLC
DECREASED2,5582,569-110%$3.1M$3.0M-$121.4K2026-10-13
Mattern Wealth Management LLC
INCREASED2,5492,534+15+1%$3.0M$2.9M-$90.0K2026-11-04
CFC Planning Co LLC
INCREASED2,5471,659+888+54%$2.0M$2.9M+$958.2K2026-10-28
Clean Yield Group
DECREASED2,5313,179-648-20%$3.8M$2.9M-$884.4K2026-10-28
Sterling Investment Advisors, Ltd.
INCREASED2,5302,444+86+4%$2.9M$2.9M-$3.7K2026-10-27
Haven Capital Group, Inc.
INCREASED2,528248+2,280+919%$297.5K$2.9M+$2.6M2026-10-13
Avaii Wealth Management, LLC
INCREASED2,5221,665+857+51%$2.0M$2.9M+$885.3K2026-10-09
Autumn Glory Partners, LLC
INCREASED2,5212,428+93+4%$2.9M$2.9M+$4.8K2026-10-26
William B. Walkup & Associates, Inc.
INCREASED2,5172,298+219+10%$2.8M$2.9M+$155.8K2026-11-05
Wright Investors Service Inc
DECREASED2,5162,517-10%$3.0M$2.9M-$107.8K2026-11-02
Bangor Savings Bank
DECREASED2,5142,515-10%$3.0M$2.9M-$107.7K2026-10-06
New Wave Wealth Advisors LLC
INCREASED2,5112,427+84+3%$2.9M$2.9M+$18.1K2026-10-19
Income Insurance Ltd
UNCHANGED2,5072,50700%$3.0M$2.9M-$106.2K2026-10-21
Perryman Financial Advisory Inc
INCREASED2,5012,398+103+4%$2.9M$2.9M+$17.3K2026-10-16
Marathon Capital Management
DECREASED2,4912,492-10%$3.0M$2.9M-$106.7K2026-10-23
MBL Wealth, LLC
INCREASED2,4852,439+46+2%$2.9M$2.9M-$50.1K2026-10-22
Braeburn Wealth Management LLC
INCREASED2,4791,925+554+29%$2.3M$2.9M+$559.6K2026-10-15
Traveka Wealth, LLC
INCREASED2,4782,362+116+5%$2.8M$2.9M+$34.2K2026-10-19
Wilkins Investment Counsel Inc
DECREASED2,4742,484-100%$3.0M$2.9M-$116.8K2026-11-03
Klingman & Associates, LLC
INCREASED2,4712,410+61+3%$2.9M$2.9M-$31.5K2026-10-20
Earned Wealth Advisors, LLC
INCREASED2,4652,314+151+7%$2.8M$2.9M+$77.1K2026-11-06
LexAurum Advisors, LLC
INCREASED2,4642,463+1+0%$3.0M$2.9M-$103.6K2026-10-19
Del-Sette Capital Management, LLC
NEW2,457—+2,457——$2.8M—2026-10-23
Wolff Wiese Magana LLC
DECREASED2,4472,520-73-3%$3.0M$2.8M-$191.1K2026-10-15
Kestra Investment Management, LLC
INCREASED2,4452,418+27+1%$2.9M$2.8M-$70.5K2026-11-04
TrustBank
DECREASED2,4442,453-90%$2.9M$2.8M-$114.3K2026-10-20
SmartHarvest Portfolios, LLC
DECREASED2,4402,966-526-18%$3.6M$2.8M-$734.2K2026-10-26
Hendershot Investments Inc.
DECREASED2,4382,453-15-1%$2.9M$2.8M-$121.3K2026-11-05
Human Investing LLC
INCREASED2,4092,265+144+6%$2.7M$2.8M+$70.7K2026-10-19
Meadowbrook Wealth Management, LLC
DECREASED2,4073,268-861-26%$3.9M$2.8M-$1.1M2026-10-08
Cromwell Holdings LLC
DECREASED2,4052,613-208-8%$3.1M$2.8M-$351.3K2026-10-28
Robeco Schweiz AG
INCREASED2,3981,627+771+47%$2.0M$2.8M+$823.2K2026-10-23
Fischer Financial Services, Inc.
INCREASED2,3942,353+41+2%$2.8M$2.8M-$52.3K2026-10-30
Gold Investment Management Ltd.
UNCHANGED2,3912,39100%$2.9M$2.8M-$101.3K2026-10-19
Baker Tilly Wealth Management, LLC
INCREASED2,3881,636+752+46%$2.0M$2.8M+$801.2K2026-10-05
Townsend Asset Management Corp
INCREASED2,3882,267+121+5%$2.7M$2.8M+$44.0K2026-10-29
Olistico Wealth, LLC
UNCHANGED2,3882,38800%$2.9M$2.8M-$101.1K2026-10-05
Summit Investment Advisors, Inc.\KS
DECREASED2,3872,403-16-1%$2.9M$2.8M-$119.8K2026-11-05
Cypress Wealth Services, LLC
DECREASED2,3772,396-19-1%$2.9M$2.8M-$122.0K2026-10-21
Tempus Wealth Planning, LLC
INCREASED2,3722,351+21+1%$2.8M$2.7M-$75.2K2026-10-14
Sculati Wealth Management, LLC
UNCHANGED2,3722,37200%$2.8M$2.8M+$8.3K2026-10-19
Westhampton Capital, LLC
UNCHANGED2,3672,36700%$2.8M$2.7M-$100.2K2026-10-30
High Net Worth Advisory Group LLC
INCREASED2,3572,256+101+4%$2.7M$2.7M+$21.2K2026-10-26
GoalVest Advisory LLC
INCREASED2,3552,177+178+8%$2.6M$2.7M+$113.8K2026-10-02
Curated Wealth Partners LLC
INCREASED2,3481,095+1,253+114%$1.3M$2.7M+$1.4M2026-10-15
Grand Central Investment Group
INCREASED2,3461,813+533+29%$2.2M$2.7M+$539.9K2026-11-02
Tenon Financial LLC
INCREASED2,3442,330+14+1%$2.8M$2.7M-$82.5K2026-10-14
Darden Wealth Group Inc
INCREASED2,3371,932+405+21%$2.3M$2.7M+$388.0K2026-11-06
Mccarter Private Wealth Services LLC
INCREASED2,3362,255+81+4%$2.7M$2.7M-$1.8K2026-10-22
Saxony Capital Management, LLC
INCREASED2,3362,303+33+1%$2.8M$2.7M-$59.2K2026-10-15
MV Capital Management, Inc.
DECREASED2,3342,477-143-6%$3.0M$2.7M-$270.4K2026-10-29
Kagan Cocozza Asset Management
DECREASED2,3332,385-52-2%$2.9M$2.7M-$161.0K2026-10-19
Forza Wealth Management, LLC
INCREASED2,3312,323+8+0%$2.8M$2.7M-$89.1K2026-10-20
Compass Ion Advisors, LLC
INCREASED2,3282,130+198+9%$2.6M$2.7M+$138.4K2026-10-23
Retirement Planning Co of New England, Inc.
DECREASED2,3202,403-83-3%$2.9M$2.7M-$198.6K2026-10-15
Sterling Investment Counsel, LLC
DECREASED2,3202,327-70%$2.8M$2.7M-$106.6K2026-10-19
Telos Capital Management, Inc.
INCREASED2,3112,302+9+0%$2.8M$2.7M-$87.1K2026-11-02
Graves Light Lenhart Wealth, Inc.
UNCHANGED2,3092,30900%$2.8M$2.7M-$97.4K2026-10-09
Liberty Capital Management, Inc.
UNCHANGED2,3082,30800%$2.8M$2.7M-$97.7K2026-11-02
First Affirmative Financial Network
NEW2,302—+2,302——$2.7M—2026-10-21
Cross Staff Investments Inc
UNCHANGED2,3002,30000%$2.8M$2.7M-$97.3K2026-10-22
Interchange Capital Partners, LLC
INCREASED2,2942,290+4+0%$2.7M$2.7M-$88.2K2026-10-28
Client First Investment Management LLC
INCREASED2,2892,286+3+0%$2.7M$2.6M-$93.1K2026-10-09
Mystic Asset Management, Inc.
INCREASED2,2872,274+13+1%$2.7M$2.6M-$81.0K2026-10-15
DDD Partners, LLC
INCREASED2,278681+1,597+235%$817.1K$2.6M+$1.8M2026-11-02
Mainstream Capital Management LLC
INCREASED2,2782,250+28+1%$2.7M$2.6M-$62.9K2026-10-23
Bell Bank
INCREASED2,2752,255+20+1%$2.7M$2.6M-$72.4K2026-10-21
Canton Hathaway, LLC
INCREASED2,273873+1,400+160%$1.0M$2.6M+$1.6M2026-10-23
Bell Asset Management Ltd
DECREASED2,2693,361-1,092-32%$4.0M$2.6M-$1.4M2026-10-08
West Paces Advisors Inc.
DECREASED2,2692,426-157-6%$2.9M$2.6M-$284.4K2026-10-13
Kepler Cheuvreux (Suisse) SA
DECREASED2,2662,644-378-14%$3.2M$2.6M-$549.4K2026-10-20
Intrua Financial, LLC
INCREASED2,2572,244+13+1%$2.7M$2.6M-$79.6K2026-10-28
ARS Wealth Advisors Group, LLC
DECREASED2,2552,261-60%$2.7M$2.6M-$102.7K2026-10-16
Westside Investment Management, Inc.
UNCHANGED2,2452,24500%$2.7M$2.6M-$99.1K2026-11-02
Quantum Financial Planning Services, Inc.
INCREASED2,2372,187+50+2%$2.6M$2.6M-$34.8K2026-10-14
Ti-Trust, Inc
UNCHANGED2,2302,23000%$2.7M$2.6M-$94.4K2026-10-21
Heritage Investment Group, Inc.
DECREASED2,2292,239-100%$2.7M$2.6M-$106.3K2026-11-03
Scott & Selber, Inc.
INCREASED2,2252,224+1+0%$2.7M$2.6M-$93.0K2026-10-21
Oarsman Capital, Inc.
INCREASED2,2232,212+11+1%$2.7M$2.6M-$80.7K2026-11-05
GraniteShares Advisors LLC
DECREASED2,2192,345-126-5%$2.8M$2.6M-$245.1K2026-10-29
Central Bank & Trust Co
INCREASED2,2192,198+21+1%$2.6M$2.6M-$68.8K2026-10-09
Advisory Resource Group
INCREASED2,2181,685+533+32%$2.0M$2.6M+$546.0K2026-10-26
1900 Wealth Management LLC
INCREASED2,2172,155+62+3%$2.6M$2.6M-$19.5K2026-10-13
Sound Income Strategies, LLC
DECREASED2,2095,822-3,613-62%$7.0M$2.6M-$4.4M2026-10-09
Meridian Management Co
DECREASED2,2082,260-52-2%$2.7M$2.6M-$155.9K2026-11-06
Grant Private Wealth Management Inc
INCREASED2,1941,261+933+74%$1.5M$2.5M+$1.0M2026-10-19
HF Advisory Group, LLC
DECREASED2,1912,246-55-2%$2.7M$2.5M-$158.9K2026-10-09
Foster Group, Inc.
INCREASED2,1902,136+54+3%$2.6M$2.5M-$27.8K2026-10-13
NWF Advisory Services Inc.
INCREASED2,1832,136+47+2%$2.6M$2.5M-$36.0K2026-10-19
Farrow Financial, Inc.
DECREASED2,1832,184-10%$2.6M$2.5M-$93.7K2026-10-30
Atlas Brown,Inc.
INCREASED2,1762,009+167+8%$2.4M$2.5M+$108.2K2026-10-09
Impact Capital Partners LLC
DECREASED2,1732,228-55-2%$2.7M$2.5M-$158.0K2026-10-22
Allen Capital Group, LLC
INCREASED2,1722,102+70+3%$2.5M$2.5M-$8.0K2026-10-27
Phillips Financial Management, LLC
DECREASED2,1712,337-166-7%$2.8M$2.5M-$292.0K2026-10-19
Vivid Wealth Management, LLC
DECREASED2,1712,204-33-1%$2.6M$2.5M-$131.5K2026-10-27
111 Capital
DECREASED2,1693,764-1,595-42%$4.5M$2.5M-$2.0M2026-11-03
Ebert Capital Management Inc.
DECREASED2,1682,178-100%$2.6M$2.5M-$103.8K2026-10-08
First Citizens Financial Corp
DECREASED2,1672,295-128-6%$2.8M$2.5M-$245.3K2026-10-02
Security National Bank
DECREASED2,1612,326-165-7%$2.8M$2.5M-$289.4K2026-10-26
D'Orazio & Associates, Inc.
INCREASED2,1482,049+99+5%$2.5M$2.5M+$27.8K2026-11-04
Total Clarity Wealth Management, Inc.
INCREASED2,1482,112+36+2%$2.5M$2.5M-$47.4K2026-10-26
Root Financial Partners, LLC
INCREASED2,1461,796+350+19%$2.2M$2.5M+$329.3K2026-10-21
Flynn Zito Capital Management, LLC
DECREASED2,1432,144-10%$2.6M$2.5M-$91.9K2026-11-04
Curry Webb Wealth Management LLC
UNCHANGED2,1402,14000%$2.6M$2.6M$02026-10-22
Rose Capital Advisors LLC
INCREASED2,139438+1,701+388%$525.4K$2.5M+$1.9M2026-11-04
Rossby Financial, LCC
DECREASED2,1332,376-243-10%$2.8M$2.5M-$381.8K2026-11-05
Aspire Private Capital, LLC
DECREASED2,1272,150-23-1%$2.6M$2.5M-$118.1K2026-11-05
Auxano Advisors, LLC
INCREASED2,1242,118+6+0%$2.5M$2.5M-$82.7K2026-11-06
Aldebaran Financial Inc.
INCREASED2,1232,091+32+2%$2.5M$2.5M-$51.5K2026-11-06
Providence Financial Advisors, LLC
DECREASED2,1182,697-579-21%$3.2M$2.5M-$784.2K2026-11-06
Bullseye Investment Management, LLC
INCREASED2,1152,107+8+0%$2.5M$2.4M-$80.0K2026-10-29
Onyx Bridge Wealth Group LLC
INCREASED2,1141,920+194+10%$2.3M$2.4M+$144.0K2026-10-16
Kirr Marbach & Co LLC
UNCHANGED2,1132,11300%$2.5M$2.4M-$89.5K2026-10-20
Joel Adams & Associates, Inc.
DECREASED2,1112,133-22-1%$2.6M$2.4M-$115.8K2026-11-02
WealthTrust Asset Management, LLC
DECREASED2,1032,151-48-2%$2.6M$2.4M-$146.6K2026-10-22
Caliber Wealth Management, LLC / KS
INCREASED2,1002,017+83+4%$2.4M$2.4M+$11.5K2026-11-04
Strategic Advisors LLC
INCREASED2,1002,017+83+4%$2.4M$2.4M+$10.0K2026-10-13
Enterprise Financial Services Corp
INCREASED2,0992,069+30+1%$2.5M$2.4M-$52.9K2026-11-03
MN Wealth Advisors, LLC
INCREASED2,0972,092+5+0%$2.5M$2.4M-$82.0K2026-10-23
Vaughan David Investments LLC
DECREASED2,0862,224-138-6%$2.7M$2.4K-$2.7M2026-11-05
Bria Capital Group, LLC
INCREASED2,0821,714+368+21%$2.1M$2.4M+$353.2K2026-10-22
Apollon Financial, LLC
INCREASED2,0731,963+110+6%$2.4M$2.4M+$43.5K2026-10-23
Virtue Asset Management LLC
INCREASED2,0702,019+51+3%$2.4M$2.4M-$25.9K2026-10-21
Ethos Capital Management, Inc.
INCREASED2,0681,710+358+21%$2.1M$2.4M+$341.7K2026-11-03
IPG Investment Advisors LLC
DECREASED2,0642,122-58-3%$2.5M$2.4M-$157.0K2026-10-30
Thompson Siegel & Walmsley LLC
DECREASED2,0522,093-41-2%$2.5M$2.4K-$2.5M2026-11-05
Lantz Financial LLC
INCREASED2,0502,003+47+2%$2.4M$2.4M-$31.1K2026-10-15
Third View Private Wealth, LLC
INCREASED2,0491,938+111+6%$2.3M$2.4M+$46.3K2026-10-30
FSM Wealth Advisors, LLC
DECREASED2,0472,078-31-1%$2.5M$2.4M-$98.0K2026-10-27
Riverbend Wealth Management, LLC
INCREASED2,0432,030+13+1%$2.4M$2.4M-$70.7K2026-10-15
Barden Capital Management, Inc.
INCREASED2,0342,030+4+0%$2.4M$2.4M-$81.3K2026-10-09
Prescott Group Capital Management, L.L.C.
UNCHANGED2,0342,03400%$2.4M$2.4M-$86.1K2026-10-30
SS&H Financial Advisors, Inc.
UNCHANGED2,0342,03400%$2.4M$2.4K-$2.4M2026-10-28
Sage Rhino Capital LLC
INCREASED2,0272,014+13+1%$2.4M$2.3M-$70.7K2026-10-28
Western Financial Corp
INCREASED2,020513+1,507+294%$614.8K$2.3M+$1.7M2026-10-14
Rooted Wealth Advisors, Inc.
UNCHANGED2,0132,01300%$2.4M$2.4M$02026-11-03
Silphium Asset Management Ltd
UNCHANGED2,0072,00700%$2.4M$2.3M-$85.0K2026-10-27
Quattro Financial Advisors LLC
UNCHANGED2,0032,00300%$2.4M$2.3M-$84.8K2026-10-15
Yankcom Partnership
DECREASED1,9972,031-34-2%$2.4M$2.3M-$125.4K2026-10-15
Forteris Wealth Management Inc.
DECREASED1,9922,062-70-3%$2.5M$2.3M-$168.3K2026-10-13
HBW Advisory Services LLC
INCREASED1,9901,822+168+9%$2.2M$2.3M+$117.5K2026-10-15
Granite Islands Private Wealth, LLC
INCREASED1,9841,682+302+18%$2.0M$2.3M+$279.0K2026-10-16
Acropolis Investment Management, LLC
DECREASED1,9842,014-30-1%$2.4M$2.3M-$119.7K2026-10-08
Paragon Private Wealth Management, LLC
DECREASED1,9762,921-945-32%$3.5M$2.3M-$1.2M2026-10-20
Crusonia Wealth Advisors LLC
INCREASED1,9751,400+575+41%$1.7M$2.3M+$606.2K2026-10-26
Cadent Capital Advisors, LLC
DECREASED1,9752,376-401-17%$2.8M$2.3M-$564.7K2026-10-09
Diversified Management Inc
DECREASED1,9732,013-40-2%$2.4M$2.3M-$132.0K2026-10-08
Legacy Advisors, LLC
DECREASED1,9722,152-180-8%$2.6M$2.3M-$299.3K2026-10-19
626 Financial, LLC
UNCHANGED1,9671,96700%$2.4M$2.3M-$83.3K2026-11-04
Range Financial Group LLC
DECREASED1,9665,427-3,461-64%$6.5M$2.3M-$4.2M2026-10-21
Sendero Wealth Management, LLC
DECREASED1,9582,014-56-3%$2.4M$2.3M-$149.7K2026-10-14
Smith Group Asset Management, LLC
DECREASED1,9562,085-129-6%$2.5M$2.3M-$237.6K2026-10-27
Mitchell Sinkler & Starr
DECREASED1,9541,998-44-2%$2.4M$2.3M-$135.5K2026-10-13
Revolve Wealth Partners, LLC
INCREASED1,9471,757+190+11%$2.1M$2.3M+$145.5K2026-10-23
Aspiriant, LLC
INCREASED1,9431,913+30+2%$2.3M$2.2M-$46.3K2026-10-16
Pacific Capital Partners Ltd
DECREASED1,9422,257-315-14%$2.7M$2.2M-$460.1K2026-10-28
XML Financial, LLC
INCREASED1,9361,921+15+1%$2.3M$2.2M-$64.9K2026-10-29
Matthew Goff Investment Advisor, LLC
INCREASED1,9321,930+2+0%$2.3M$2.2M-$79.4K2026-10-13
Grandfield & Dodd, LLC
DECREASED1,9122,035-123-6%$2.4M$2.2M-$228.5K2026-10-29
GS Investments, Inc.
DECREASED1,9092,011-102-5%$2.4M$2.2M-$203.2K2026-11-05
PUREfi Wealth, LLC
DECREASED1,9062,108-202-10%$2.5M$2.2M-$323.0K2026-10-19
Northern Financial Advisors Inc
DECREASED1,9051,910-50%$2.3M$2.2M-$86.7K2026-10-29
Retirement Planning Group, LLC
DECREASED1,9021,938-36-2%$2.3M$2.2M-$123.3K2026-10-19
Live Oak Private Wealth LLC
INCREASED1,8981,875+23+1%$2.2M$2.2M-$52.8K2026-11-02
L. Roy Papp & Associates, LLP
INCREASED1,8891,847+42+2%$2.2M$2.2M-$29.6K2026-10-21
Ignite Planners, LLC
INCREASED1,8881,688+200+12%$2.0M$2.2M+$173.3K2026-10-14
BCS Wealth Management
DECREASED1,8851,962-77-4%$2.4M$2.2M-$172.2K2026-11-03
IronOak Wealth Llc.
NEW1,884—+1,884——$2.2M—2026-11-06
Burton Enright Welch
DECREASED1,8751,977-102-5%$2.4M$2.2M-$201.7K2026-11-04
Salvus Wealth Management, LLC
DECREASED1,8681,893-25-1%$2.3M$2.2M-$109.1K2026-10-13
Optivise Advisory Services LLC
DECREASED1,8671,869-20%$2.2M$2.2M-$81.2K2026-10-19
Burns Matteson Capital Management, LLC
INCREASED1,8661,163+703+60%$1.4M$2.2M+$764.4K2026-10-16
Stiles Financial Services Inc
INCREASED1,8651,811+54+3%$2.2M$2.2M-$13.7K2026-10-30
Obermeyer Wealth Partners
INCREASED1,8641,757+107+6%$2.1M$2.2M+$49.4K2026-10-21
Castle Rock Wealth Management, LLC
DECREASED1,8632,763-900-33%$3.3M$2.2M-$1.1M2026-10-09
Harfst & Associates, Inc.
INCREASED1,8631,844+19+1%$2.2M$2.2M-$56.0K2026-10-20
Quadcap Wealth Management, LLC
INCREASED1,8611,847+14+1%$2.2M$2.2M-$62.0K2026-11-02
M&G Plc
DECREASED1,8607,792-5,932-76%$9.3M$2.2M-$7.2M2026-11-04
Boltwood Capital Management
DECREASED1,8601,878-18-1%$2.3M$2.2M-$100.4K2026-10-02
JGP Wealth Management, LLC
INCREASED1,8541,736+118+7%$2.1M$2.1M+$62.8K2026-10-13
MBM Wealth Consultants, LLC
INCREASED1,8541,753+101+6%$2.1M$2.1M+$42.6K2026-10-20
Investment Research Partners LLC
INCREASED1,8521,847+5+0%$2.2M$2.1M-$72.4K2026-10-19
Beacon Capital Management, LLC
INCREASED1,8511,797+54+3%$2.2M$2.1M-$13.9K2026-10-23
Garde Capital, Inc.
DECREASED1,8471,852-50%$2.2M$2.1M-$84.2K2026-10-29
Golden Reserve Retirement LLC
DECREASED1,8462,423-577-24%$2.9M$2.1M-$770.8K2026-11-02
Navigation Group, LLC
DECREASED1,8461,857-11-1%$2.2M$2.1M-$90.8K2026-10-28
Bill Few Associates, Inc.
DECREASED1,8411,850-90%$2.2M$2.1M-$88.7K2026-10-09
Westco Advisory Services Inc
UNCHANGED1,8411,84100%$2.2M$2.1M-$78.0K2026-10-14
Blue Sky Capital Consultants Group, Inc.
NEW1,837—+1,837——$2.1M—2026-10-13
EagleClaw Capital Managment, LLC
INCREASED1,8371,772+65+4%$2.1M$2.1M+$1662026-11-06
May Hill Capital, LLC
INCREASED1,8321,758+74+4%$2.1M$2.1M+$11.4K2026-11-03
Charles Schwab Trust Co
UNCHANGED1,8321,83200%$2.2M$2.1M-$77.6K2026-10-15
James Hambro & Partners LLP
INCREASED1,8311,324+507+38%$1.6M$2.1M+$535.3K2026-10-19
Diversified Portfolios, Inc.
DECREASED1,8281,884-56-3%$2.3M$2.1M-$144.6K2026-11-04
Zullo Investment Group, Inc.
INCREASED1,8281,791+37+2%$2.1M$2.1M-$32.6K2026-10-20
Wealth Management Partners, LLC
INCREASED1,8201,802+18+1%$2.2M$2.1M-$55.4K2026-10-21
Vigilare Wealth Management
INCREASED1,8191,369+450+33%$1.6M$2.1M+$463.7K2026-10-29
Cornell Pochily Investment Advisors, Inc.
INCREASED1,8181,708+110+6%$2.0M$2.1M+$55.3K2026-10-19
Prosperity Financial Group, Inc.
INCREASED1,8161,597+219+14%$1.9M$2.1M+$185.2K2026-10-29
Pavion Blue Capital, LLC
INCREASED1,8151,805+10+1%$2.2M$2.1M-$64.9K2026-11-05
Alchemi Wealth, LLC
DECREASED1,8141,820-60%$2.2M$2.1M-$84.0K2026-11-04
Invera Wealth Advisors, LLC
INCREASED1,8121,561+251+16%$1.9M$2.1M+$224.3K2026-10-28
John G Ullman & Associates Inc
DECREASED1,8121,902-90-5%$2.3M$2.1M-$184.7K2026-11-04
Leo Wealth, LLC
NEW1,811—+1,811——$2.1M—2026-10-26
Chapin Davis, Inc.
INCREASED1,8101,749+61+3%$2.1M$2.1M-$3.5K2026-10-09
Aljian Capital Management, LLC
DECREASED1,8101,811-10%$2.2M$2.1M-$78.1K2026-10-28
Gallagher Capital Advisors, LLC
INCREASED1,8081,806+2+0%$2.2M$2.1M-$74.5K2026-10-09
Capitol Family Office, Inc.
DECREASED1,8042,060-256-12%$2.5M$2.1M-$383.6K2026-10-13
World Equity Group, Inc.
DECREASED1,8041,971-167-8%$2.4M$2.1M-$245.5K2026-10-14
Silverlake Wealth Management LLC
INCREASED1,8041,793+11+1%$2.2M$2.1M-$62.7K2026-10-21
E&G Advisors, LLC
INCREASED1,8031,773+30+2%$2.1M$2.1M-$39.1K2026-10-13
Citizens National Bank Trust Department
DECREASED1,8021,809-70%$2.2M$2.1M-$84.7K2026-11-04
Raab & Moskowitz Asset Management LLC
DECREASED1,7961,809-13-1%$2.2M$2.1M-$91.7K2026-11-02
Alpha Family Trust
UNCHANGED1,7901,79000%$2.1M$2.1M$02026-11-04
Hohimer Wealth Management, LLC
INCREASED1,7881,761+27+2%$2.1M$2.1M-$44.1K2026-11-04
Abundance Wealth Counselors
INCREASED1,7871,785+2+0%$2.1M$2.1M-$73.3K2026-10-26
Worth Asset Management, LLC
INCREASED1,7861,633+153+9%$2.0M$2.1M+$108.1K2026-10-07
Rydar Equities, Inc.
INCREASED1,7831,575+208+13%$1.9M$2.1M+$269.2K2026-10-13
Planned Solutions, Inc.
DECREASED1,7831,835-52-3%$2.2M$2.1M-$137.9K2026-10-19
Bellecapital International Ltd.
NEW1,782—+1,782——$2.1M—2026-10-21
Atticus Wealth Management, LLC
INCREASED1,7821,664+118+7%$2.0M$2.1M+$65.7K2026-10-20
ANB Bank
DECREASED1,7801,870-90-5%$2.2M$2.1M-$183.3K2026-10-09
Nadler Financial Group, Inc.
INCREASED1,7801,767+13+1%$2.1M$2.1M-$59.8K2026-10-23
Canopy Partners, LLC
DECREASED1,7781,784-60%$2.1M$2.1M-$82.5K2026-10-28
Wealth Science Advisors LLC
DECREASED1,7772,164-387-18%$2.6M$2.1M-$539.4K2026-10-09
Global X Japan Co., Ltd.
DECREASED1,7761,974-198-10%$2.4M$2.1M-$312.7K2026-10-21
Gratus Wealth Advisors, LLC
DECREASED1,7691,813-44-2%$2.2M$2.0M-$127.7K2026-10-26
Brucke Financial, Inc.
INCREASED1,7681,197+571+48%$1.4M$2.0M+$610.0K2026-10-23
Heritage Family Offices, LLP
DECREASED1,7641,911-147-8%$2.3M$2.0M-$251.0K2026-11-02
Mezzasalma Advisors, LLC
DECREASED1,7641,883-119-6%$2.3M$2.0M-$217.4K2026-10-14
Innova Wealth Partners
INCREASED1,7601,744+16+1%$2.1M$2.0M-$54.9K2026-10-21
HCR Wealth Advisors
INCREASED1,7581,575+183+12%$1.9M$2.0M+$145.0K2026-10-15
Mirador Capital Partners LP
INCREASED1,7581,657+101+6%$2.0M$2.0M+$46.9K2026-10-09
Tandem Capital Management Corp
INCREASED1,7571,383+374+27%$1.7M$2.0M+$374.2K2026-10-22
Global Financial Private Client, LLC
INCREASED1,7541,723+31+2%$2.1M$2.0M-$36.9K2026-10-15
Deroy & Devereaux Private Investment Counsel Inc
INCREASED1,7531,503+250+17%$1.8M$2.0K-$1.8M2026-10-26
Future Financial Wealth Managment LLC
DECREASED1,7531,758-50%$2.1M$2.0M-$56.4K2026-10-15
Summit Financial Strategies, Inc.
DECREASED1,7481,755-70%$2.1M$2.0M-$82.5K2026-10-14
Howard Financial Services, Ltd.
INCREASED1,7451,438+307+21%$1.7M$2.0M+$295.0K2026-10-15
Three Seasons Wealth, LLC
DECREASED1,7431,810-67-4%$2.2M$2.0M-$154.2K2026-11-03
Franklin Street Advisors Inc
INCREASED1,7341,009+725+72%$1.2M$2.0M+$796.2K2026-10-13
Pacific Wealth Strategies Group, Inc.
DECREASED1,7281,764-36-2%$2.1M$2.0M-$116.4K2026-11-02
Carolina Wealth Advisors, LLC
INCREASED1,7261,724+2+0%$2.1M$2.0M-$70.7K2026-10-23
Markowski Investments
DECREASED1,7211,821-100-5%$2.2M$2.0M-$193.2K2026-10-30
Jefferson Bridge Capital, LLC
UNCHANGED1,7181,71800%$2.1M$2.0M-$72.8K2026-11-06
Powers Advisory Group, LLC
DECREASED1,7171,964-247-13%$2.4M$2.0M-$368.2K2026-10-14
Lee Financial Co
INCREASED1,7131,668+45+3%$2.0M$2.0M-$18.1K2026-10-16
Nabity-Jensen Investment Management Inc
INCREASED1,7111,660+51+3%$2.0M$2.0M-$11.3K2026-10-23
Aire Advisors, LLC
DECREASED1,7101,724-14-1%$2.1M$2.0M-$89.0K2026-10-22
McCollum Christoferson Group LLC
UNCHANGED1,7101,71000%$2.1M$2.0M-$72.4K2026-10-13
BAM Wealth Management, LLC
INCREASED1,7081,514+194+13%$1.8M$2.0M+$160.4K2026-10-15
Correct Capital Wealth Management
DECREASED1,7081,754-46-3%$2.1M$2.0M-$126.5K2026-11-02
Gould Asset Management LLC
INCREASED1,7071,702+5+0%$2.0M$2.0M-$66.3K2026-11-06
Balboa Wealth Partners
INCREASED1,7031,478+225+15%$1.8M$2.0M+$197.8K2026-10-20
GHP Investment Advisors, Inc.
DECREASED1,7021,816-114-6%$2.2M$2.0M-$208.8K2026-10-15
Orca Investment Management, LLC
DECREASED1,7011,807-106-6%$2.2M$2.0M-$199.2K2026-10-29
Novem Group
INCREASED1,6961,672+24+1%$2.0M$2.0M-$43.3K2026-10-19
Elevate Capital Advisors, LLC
DECREASED1,6832,151-468-22%$2.6M$1.9M-$632.2K2026-11-02
Portus Wealth Advisors, LLC
DECREASED1,6771,706-29-2%$2.0M$1.9M-$106.4K2026-10-13
Wealth Group, Ltd.
DECREASED1,6755,192-3,517-68%$6.2M$1.9K-$6.2M2026-10-30
Schear Investment Advisers, LLC
DECREASED1,6717,178-5,507-77%$8.6M$1.9M-$6.7M2026-10-14
Tempo Wealth, LLC
INCREASED1,6711,325+346+26%$1.6M$1.9M+$343.8K2026-10-14
Centurion Wealth Management LLC
DECREASED1,6691,750-81-5%$2.1M$1.9M-$167.8K2026-10-13
Taylor Frigon Capital Management LLC
DECREASED1,6691,672-30%$2.0M$1.9M-$74.3K2026-10-23
HMS Capital Management, LLC
INCREASED1,6661,657+9+1%$2.0M$1.9M-$60.5K2026-10-20
Financial Security Advisor, Inc.
INCREASED1,6631,627+36+2%$2.0M$1.9M-$26.9K2026-11-03
Client 1ST Advisory Group, LLC
DECREASED1,6561,705-49-3%$2.0M$1.9M-$128.9K2026-10-19
Quantum Financial Advisors, LLC
INCREASED1,6551,589+66+4%$1.9M$1.9M+$9.1K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED1,6541,511+143+9%$1.8M$1.9M+$102.1K2026-10-29
Raleigh Capital Management Inc.
DECREASED1,6511,690-39-2%$2.0M$1.9M-$116.8K2026-10-28
StoneRidge PMG Advisors, LLC
NEW1,647—+1,647——$1.9K—2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,6471,374+273+20%$1.6M$1.9M+$257.6K2026-10-14
Myriad Asset Management US LP
INCREASED1,6411,480+161+11%$1.8M$1.9M+$124.0K2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED1,6311,641-10-1%$2.0M$1.9M-$103.9K2026-10-09
Reflection Asset Management
INCREASED1,6301,407+223+16%$1.7M$1.9M+$198.4K2026-10-28
Walkner Condon Financial Advisors LLC
INCREASED1,6301,536+94+6%$1.8M$1.9M+$43.7K2026-11-02
Valley Brook Capital Group, Inc.
INCREASED1,6301,625+5+0%$1.9M$1.9M-$63.0K2026-10-26
Amarillo National Bank
DECREASED1,6261,676-50-3%$2.0M$1.9M-$128.8K2026-10-23
Piscataqua Savings Bank
DECREASED1,6231,648-25-2%$2.0M$1.9M-$98.7K2026-10-21
Shepherd Street Advisors LLC
INCREASED1,6091,601+8+1%$1.9M$1.9M+$45.7K2026-10-21
Salomon & Ludwin, LLC
DECREASED1,6011,638-37-2%$2.0M$1.9M-$100.1K2026-10-29
Helios Capital Management Pte. LTD
UNCHANGED1,6001,60000%$1.9M$1.9M-$67.8K2026-10-14
Longview Financial Advisors, Inc.
UNCHANGED1,5981,59800%$1.9M$1.8M-$67.7K2026-10-09
Orrstown Financial Services Inc
INCREASED1,5921,560+32+2%$1.9M$1.8M-$29.0K2026-10-14
Gemmer Asset Management LLC
INCREASED1,5811,179+402+34%$1.4M$1.8M+$415.6K2026-10-16
Matauro, LLC
INCREASED1,578516+1,062+206%$619.4K$1.8M+$1.2M2026-11-03
Brady Martz Wealth Solutions, LLC
INCREASED1,5781,399+179+13%$1.7M$1.8M+$147.7K2026-11-05
Wealth Quarterback LLC
INCREASED1,5781,506+72+5%$1.8M$1.8M+$18.9K2026-10-20
Fortem Financial Group, LLC
UNCHANGED1,5771,57700%$1.9M$1.8M-$66.6K2026-10-20
Aafmaa Wealth Management & Trust LLC
DECREASED1,5721,604-32-2%$1.9M$1.8M-$105.0K2026-10-14
Canvas Wealth Advisors, LLC
INCREASED1,5631,493+70+5%$1.8M$2.1M+$356.3K2026-11-02
Gilliland Jeter Wealth Management LLC
DECREASED1,5631,603-40-2%$1.9M$1.8M-$113.7K2026-10-28
Camden National Bank
DECREASED1,5631,578-15-1%$1.9M$1.8M-$84.2K2026-11-02
United Advisor Group, LLC
INCREASED1,5631,561+2+0%$1.9M$1.8M-$64.2K2026-11-03
Halbert Hargrove Global Advisors, LLC
INCREASED1,5621,549+13+1%$1.9M$1.8M-$50.1K2026-10-16
DT Investment Partners, LLC
DECREASED1,5591,645-86-5%$2.0M$1.8M-$169.2K2026-10-27
Evansbrook LLC
INCREASED1,5581,503+55+4%$1.8M$1.8M+$112026-10-16
Cassia Capital Partners, LLC
DECREASED1,5571,603-46-3%$1.9M$1.8M-$120.7K2026-11-04
Insight Advisors, LLC/ PA
INCREASED1,5561,521+35+2%$1.8M$1.8M-$23.6K2026-10-22
MSH Capital Advisors LLC
DECREASED1,5551,685-130-8%$2.0M$1.8M-$221.0K2026-11-03
Jacobsen Capital Management
INCREASED1,5521,543+9+1%$1.9M$1.8M-$54.9K2026-10-27
BankChampaign, National Association
DECREASED1,5512,577-1,026-40%$3.1M$1.8M-$1.3M2026-10-19
First Command Advisory Services, Inc.
DECREASED1,5502,195-645-29%$2.6M$1.8M-$839.3K2026-11-05
Meadow Creek Wealth Advisors LLC
INCREASED1,5481,419+129+9%$1.7M$1.8M+$89.2K2026-11-02
Realta Investment Advisors
DECREASED1,5451,580-35-2%$1.9M$1.8M-$108.0K2026-10-14
Merrion Investment Management Co, LLC
DECREASED1,5451,550-50%$1.9M$1.8M-$71.4K2026-10-16
Garrett Wealth Advisory Group, LLC
INCREASED1,5431,502+41+3%$1.8M$1.8M-$16.2K2026-10-22
Amplius Wealth Advisors, LLC
INCREASED1,5401,260+280+22%$1.5M$1.8M+$270.7K2026-10-20
Baldwin Wealth Partners LLC
DECREASED1,5401,561-21-1%$1.9M$1.8M-$90.4K2026-10-13
Rothwell Investment Advisors, LLC
NEW1,539—+1,539——$1.8M—2026-11-06
Latitude Advisors, LLC
INCREASED1,5391,513+26+2%$1.8M$1.8M-$34.1K2026-10-27
Asahi Life Asset Management Co., Ltd.
INCREASED1,538990+548+55%$1.2M$1.8M+$592.2K2026-11-06
Grandview Asset Management LLC
DECREASED1,5381,976-438-22%$2.4M$1.8M-$611.5K2026-10-19
Collaborative Fund Advisors, LLC
INCREASED1,5371,229+308+25%$1.5M$1.8M+$304.3K2026-11-02
QTR Family Wealth, LLC
DECREASED1,5371,665-128-8%$2.0M$1.8M-$218.3K2026-11-02
AMG Asset Management Group, Inc.
DECREASED1,5351,873-338-18%$2.2M$1.8M-$470.4K2026-10-21
Bluesphere Advisors LLC
INCREASED1,5331,532+1+0%$1.8M$1.8M-$63.5K2026-10-19
United Community Bank
INCREASED1,5281,486+42+3%$1.8M$1.8M-$14.3K2026-10-28
Steel Grove Capital Advisors, LLC
INCREASED1,526609+917+151%$730.9K$1.8M+$1.0M2026-10-13
Syntegra Private Wealth Group, LLC
INCREASED1,5261,453+73+5%$1.7M$1.8M+$22.6K2026-10-13
AM Investment Strategies LLC
INCREASED1,5241,434+90+6%$1.7K$1.8K+$442026-11-05
Mowery & Schoenfeld Wealth Management, LLC
INCREASED1,5111,510+1+0%$1.8M$1.7M-$62.8K2026-10-28
Worth Financial Advisory Group, LLC
DECREASED1,5101,524-14-1%$1.8M$1.7M-$80.7K2026-10-19
LVZ, Inc.
INCREASED1,5071,441+66+5%$1.7M$1.7M+$15.4K2026-10-20
MFA Wealth Services
UNCHANGED1,5071,50700%$1.8M$1.7M-$63.7K2026-10-14
Abacus Wealth Partners, LLC
DECREASED1,5051,508-30%$1.8M$1.7M-$67.3K2026-11-03
Pacific Sage Partners, LLC
DECREASED1,5031,509-60%$1.8M$1.7M-$70.8K2026-10-21
Advisortrust Partners, LLC
INCREASED1,5021,473+29+2%$1.8M$1.7M-$29.5K2026-11-02
ProVise Management Group, LLC
DECREASED1,4991,561-62-4%$1.9M$1.7M-$137.6K2026-11-06
Cherry Tree Wealth Management, LLC
DECREASED1,4971,518-21-1%$1.8M$1.7M-$88.6K2026-10-15
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED1,4951,510-15-1%$1.8M$1.7M-$81.3K2026-11-06
Bluedoor Private Wealth, LLC
INCREASED1,4941,469+25+2%$1.8M$1.7M-$33.3K2026-11-05
Stonebridge Financial Planning Group, LLC
UNCHANGED1,4941,49400%$1.8M$1.7M-$63.2K2026-11-06
Westbourne Investment Advisors, Inc.
UNCHANGED1,4921,49200%$1.8M$1.7M-$63.2K2026-10-20
Ameliora Wealth Management Ltd.
UNCHANGED1,4861,48600%$1.8M$1.7M-$62.9K2026-10-23
Mendel Money Management
DECREASED1,4841,491-70%$1.8M$1.7M-$71.2K2026-11-02
Armor Investment Advisors, LLC
DECREASED1,4801,557-77-5%$1.9M$1.7M-$155.0K2026-10-27
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED1,4801,48000%$1.8M$1.7M-$62.7K2026-10-05
CPC Advisors, LLC
INCREASED1,4751,261+214+17%$1.5M$1.7M+$194.2K2026-10-21
North Point Portfolio Managers Corp
UNCHANGED1,4731,47300%$1.8M$1.7M-$62.4K2026-10-07
Malaga Cove Capital, LLC
DECREASED1,4691,506-37-2%$1.8M$1.7M-$106.6K2026-10-23
Eads & Heald Wealth Management
INCREASED1,4691,461+8+1%$1.8M$1.7M-$52.6K2026-10-29
Lantern Wealth Advisors, LLC
INCREASED1,4671,224+243+20%$1.5M$1.7M+$229.3K2026-10-22
Shum Financial Group, Inc.
INCREASED1,4651,453+12+1%$1.7M$1.7M-$47.7K2026-10-13
Financial Partners Group, Inc
INCREASED1,4631,319+144+11%$1.6M$1.7M+$111.3K2026-10-19
Birinyi Associates Inc
INCREASED1,4601,101+359+33%$1.3M$1.7K-$1.3M2026-10-28
Emerald Advisors, LLC
INCREASED1,4591,318+141+11%$1.6M$1.7M+$107.5K2026-10-13
Wilkerson Advisory Group LLC
DECREASED1,4581,463-50%$1.8M$1.7M-$67.7K2026-10-20
Alpha Omega Wealth Management LLC
DECREASED1,4571,706-249-15%$2.0M$1.7M-$360.4K2026-10-23
Legacy Wealth Asset Management, LLC
DECREASED1,4562,091-635-30%$2.5M$1.7M-$823.3K2026-10-09
Pinion Investment Advisors, LLC
INCREASED1,4541,379+75+5%$1.7M$1.7M+$28.4K2026-11-04
Archvest Wealth Advisors, Inc.
DECREASED1,4541,466-12-1%$1.8M$1.7M-$75.8K2026-10-29
Dudley Capital Management, LLC
UNCHANGED1,4521,45200%$1.7M$1.7M-$61.5K2026-10-23
M.E. Allison & Co., Inc.
INCREASED1,4491,427+22+2%$1.7M$1.7M-$35.0K2026-10-09
Cyr Financial Inc.
INCREASED1,4481,379+69+5%$1.7M$1.7M+$21.4K2026-10-16
Midland Wealth Advisors, LLC
DECREASED1,4471,638-191-12%$2.0M$1.7M-$290.4K2026-10-26
Union Savings Bank
DECREASED1,4471,477-30-2%$1.8M$1.7M-$97.2K2026-10-14
Bay Capital Advisors, LLC
DECREASED1,4461,466-20-1%$1.8M$1.7M-$85.2K2026-10-16
Murphy & Mullick Capital Management Corp
INCREASED1,4431,416+27+2%$1.7M$1.7M-$28.7K2026-11-02
55 North Private Wealth, LLC
INCREASED1,4411,257+184+15%$1.5M$1.7M+$159.7K2026-10-20
Ferguson Shapiro LLC
UNCHANGED1,4391,43900%$1.7M$1.7M-$60.9K2026-10-16
StoryOne LLC
INCREASED1,438707+731+103%$848.0K$1.7M+$815.9K2026-10-13
BayBridge Capital Group, LLC
NEW1,434—+1,434——$1.7M—2026-10-13
Excalibur Management Corp
INCREASED1,4331,361+72+5%$1.6M$1.7M+$25.7K2026-11-02
Investment Management Trust, LLC
INCREASED1,432920+512+56%$1.1M$1.7M+$552.9K2026-11-05
Stockman Wealth Management, Inc.
DECREASED1,4321,454-22-2%$1.7M$1.7M-$87.0K2026-10-27
Cahaba Wealth Management, Inc.
INCREASED1,4281,381+47+3%$1.7M$1.7M-$4.9K2026-10-26
Tabr Capital Management, LLC
DECREASED1,4271,429-20%$1.7M$1.7M-$63.4K2026-10-20
Mascoma Wealth Management LLC
INCREASED1,4231,421+2+0%$1.7M$1.6M-$57.8K2026-10-23
Optimas Capital Ltd
NEW1,418—+1,418——$1.6M—2026-11-03
Financial Management Network Inc
INCREASED1,4181,308+110+8%$1.5M$1.6M+$78.3K2026-10-09
Stone Wealth Partners
NEW1,416—+1,416——$1.7M—2026-11-05
Trail Ridge Investment Advisors, LLC
INCREASED1,4161,375+41+3%$1.6M$1.6M-$10.8K2026-10-16
First Bank & Trust
INCREASED1,4151,213+202+17%$1.5M$1.6M+$182.4K2026-10-19
Mayfair Advisory Group, LLC
INCREASED1,4141,351+63+5%$1.6M$1.6M+$20.3K2026-10-20
Augustine Asset Management Inc
INCREASED1,4121,270+142+11%$1.5M$1.6M+$110.5K2026-10-13
New Covenant Trust Company, N.A.
INCREASED1,4111,238+173+14%$1.5M$1.6M+$147.7K2026-10-08
Cora Capital Advisors LLC
DECREASED1,4061,420-14-1%$1.7M$1.6M-$76.1K2026-11-02
Vermillion Wealth Management, Inc.
DECREASED1,4042,953-1,549-52%$3.5M$1.6M-$1.9M2026-10-26
Sun Group Wealth Partners
INCREASED1,4041,380+24+2%$1.7M$1.6M-$30.7K2026-10-26
Fiduciary Financial Group, LLC
DECREASED1,4001,469-69-5%$1.8M$1.6M-$142.0K2026-10-13
Fortitude Advisory Group L.L.C.
INCREASED1,3991,327+72+5%$1.6M$1.6M+$26.3K2026-10-15
Affiance Financial, LLC
DECREASED1,3991,405-60%$1.7M$1.6M-$66.2K2026-10-15
First County Bank
INCREASED1,3971,319+78+6%$1.6M$1.6M+$34.4K2026-10-13
Investment Partners Asset Management, Inc.
DECREASED1,3961,408-12-1%$1.7M$1.6M-$73.5K2026-10-09
Elevation Wealth Partners, LLC
INCREASED1,3951,388+7+1%$1.7M$1.6M-$50.6K2026-10-07
Financial Solutions Advisory Group, Inc.
DECREASED1,3901,396-60%$1.7M$1.7M+$48.4K2026-10-28
Verus Capital Partners, LLC
INCREASED1,3891,346+43+3%$1.6M$1.6M-$6.4K2026-11-03
Iams Wealth Management, LLC
NEW1,388—+1,388——$1.6M—2026-10-15
Park Edge Advisors, LLC
INCREASED1,3881,061+327+31%$1.3M$1.6M+$333.2K2026-10-28
Tenet Wealth Partners, LLC
DECREASED1,3861,402-16-1%$1.7M$1.6M-$75.2K2026-10-19
Howard Capital Management Group, LLC
DECREASED1,3851,480-95-6%$1.8M$1.6M-$172.6K2026-10-16
Sage Private Wealth Group, LLC
DECREASED1,3851,394-9-1%$1.7M$1.6M-$69.4K2026-10-21
Rakuten Securities, Inc.
DECREASED1,3841,505-121-8%$1.8M$1.6M-$203.7K2026-11-02
KFG Wealth Management, LLC
INCREASED1,3821,378+4+0%$1.7M$1.6M-$53.4K2026-10-16
First Financial Bank - Trust Division
INCREASED1,3791,303+76+6%$1.6M$1.6M+$32.8K2026-10-01
Falcon Wealth Planning
INCREASED1,3771,288+89+7%$1.5M$1.6M+$48.4K2026-11-06
Axiom Investment Management LLC
DECREASED1,3771,400-23-2%$1.7M$1.6M-$86.0K2026-11-03
Spartan Planning & Wealth Management
DECREASED1,3761,490-114-8%$1.8M$1.6M-$195.1K2026-10-13
Summit Asset Management, LLC
DECREASED1,3701,384-14-1%$1.7M$1.6M-$74.8K2026-11-05
Founders Financial Securities LLC
INCREASED1,3691,169+200+17%$1.4M$1.6M+$182.1K2026-10-28
Putney Financial Group LLC
INCREASED1,3681,357+11+1%$1.6M$1.6M-$44.7K2026-10-30
Alpine Bank Wealth Management
DECREASED1,3651,388-23-2%$1.7M$1.6M-$85.4K2026-10-16
Gleason Group, Inc.
DECREASED1,3641,368-40%$1.6M$1.6M-$62.6K2026-10-15
Shelton Wealth Management, LLC
INCREASED1,3631,361+2+0%$1.6M$1.6M-$55.3K2026-10-16
Gilman Hill Asset Management, LLC
DECREASED1,3621,606-244-15%$1.9M$1.6M-$350.4K2026-10-13
Strong Retirement Solutions LLC
DECREASED1,3611,409-48-3%$1.7M$1.6M-$115.2K2026-10-07
Donoghue Forlines LLC
NEW1,358—+1,358——$1.6M—2026-11-02
Sigma Investment Counselors Inc
INCREASED1,3571,315+42+3%$1.6M$1.6M-$6.9K2026-10-27
Tortoise Investment Management, LLC
INCREASED1,3551,314+41+3%$1.6M$1.6M-$7.8K2026-11-06
Solstein Capital, LLC
UNCHANGED1,3551,35500%$1.6M$1.6M-$57.4K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED1,35025+1,325+5300%$30.0K$1.6M+$1.5M2026-10-30
Ables, Iannone, Moore & Associates, Inc.
DECREASED1,3421,343-10%$1.6M$1.6M-$58.0K2026-10-06
BigSur Wealth Management LLC
UNCHANGED1,3401,34000%$1.6M$1.6M-$56.7K2026-10-13
Werba Rubin Papier Wealth Management
INCREASED1,3381,280+58+5%$1.5M$1.5M+$12.9K2026-11-06
Summit Financial Wealth Advisors, LLC
UNCHANGED1,3351,33500%$1.6M$1.5M-$56.5K2026-10-15
Barings LLC
INCREASED1,3331,162+171+15%$1.4M$1.5M+$148.7K2026-10-22
Kaizen Financial Strategies
DECREASED1,3281,464-136-9%$1.7M$1.5M-$208.5K2026-10-09
Horizon Financial Services, LLC
DECREASED1,3261,359-33-2%$1.6M$1.5M-$95.7K2026-11-04
Mindset Wealth Management, LLC
INCREASED1,3261,302+24+2%$1.6M$1.5M-$27.3K2026-10-19
Buckhead Capital Management LLC
DECREASED1,3261,341-15-1%$1.6M$1.5M-$74.1K2026-11-03
Encompass Wealth Advisors, LLC
INCREASED1,324648+676+104%$776.7K$1.5M+$754.6K2026-10-15
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,3231,528-205-13%$1.8M$1.5K-$1.8M2026-11-02
KG Capital Management
INCREASED1,3221,195+127+11%$1.4M$1.5M+$96.5K2026-10-15
Alliance Wealth Advisors, LLC
DECREASED1,3201,563-243-16%$1.9M$1.5M-$347.4K2026-10-28
Hengehold Capital Management LLC
DECREASED1,3191,393-74-5%$1.7M$1.5M-$144.5K2026-10-16
Prentice Wealth Management LLC
DECREASED1,3161,364-48-4%$1.6M$1.5M-$113.3K2026-10-20
Mustard Seed Financial, LLC
INCREASED1,3151,308+7+1%$1.6M$1.5M-$47.6K2026-10-30
Migdal Insurance & Financial Holdings Ltd.
DECREASED1,3131,328-15-1%$1.6M$1.5M-$73.6K2026-11-09
Richmond Investment Services, LLC
INCREASED1,306563+743+132%$675.5K$1.5M+$836.1K2026-10-29
Successful Portfolios LLC
UNCHANGED1,3051,30500%$1.6M$1.5M-$80.3K2026-10-09
Traphagen Investment Advisors LLC
INCREASED1,3011,286+15+1%$1.5M$1.5M-$37.1K2026-10-14
LiftPoint Family Wealth Advisors LLC
DECREASED1,2941,334-40-3%$1.6M$1.5M-$102.8K2026-11-03
Atlantic Edge Private Wealth Management, LLC
INCREASED1,2941,291+3+0%$1.5M$1.5M-$51.2K2026-10-20
Black Diamond Financial, LLC
INCREASED1,2921,232+60+5%$1.5M$1.5M+$17.6K2026-10-26
Cardinal Point Capital Management ULC
INCREASED1,2911,008+283+28%$1.2M$1.5M+$285.0K2026-10-21
Security Financial Services, Inc.
DECREASED1,2881,304-16-1%$1.6M$1.5M-$73.7K2026-10-29
Tenzing Financial LLC
UNCHANGED1,2881,28800%$1.5M$1.6M+$51.9K2026-11-03
Avity Investment Management Inc.
UNCHANGED1,2861,28600%$1.5M$1.5M-$54.5K2026-10-09
Toth Financial Advisory Corp
INCREASED1,2851,207+78+6%$1.4M$1.5M+$39.1K2026-10-08
Silver Lake Advisory, LLC
DECREASED1,2831,366-83-6%$1.6M$1.5M-$153.8K2026-10-22
Walser Wealth Management Company, A Ltd Liability Co
INCREASED1,2811,244+37+3%$1.5M$1.5M-$10.0K2026-10-15
Uptick Partners, LLC
INCREASED1,2801,251+29+2%$1.5M$1.5M-$20.2K2026-11-04
Davis Investment Partners, LLC
INCREASED1,2771,243+34+3%$1.5M$1.5M-$14.0K2026-11-05
Thrive Wealth Management, LLC
INCREASED1,2701,255+15+1%$1.5M$1.5M-$35.7K2026-10-13
Knights of Columbus Asset Advisors LLC
INCREASED1,2691,091+178+16%$1.3M$1.5M+$159.8K2026-11-05
Hardin Capital Partners, LLC
INCREASED1,2661,106+160+14%$1.3M$1.5M+$125.7K2026-10-09
Cravens & Co Advisors, LLC
INCREASED1,2651,236+29+2%$1.5M$1.5M-$18.8K2026-10-16
EdgeRock Capital LLC
INCREASED1,2641,189+75+6%$1.4M$1.5M+$36.5K2026-11-03
Old Port Advisors
INCREASED1,2631,253+10+1%$1.5M$1.5M-$42.0K2026-10-23
Riverwater Partners LLC
INCREASED1,2631,255+8+1%$1.5M$1.5M-$43.9K2026-11-03
Albion Financial Group
INCREASED1,2621,246+16+1%$1.5M$1.5M-$34.5K2026-10-21
Hoxton Planning & Management, LLC
INCREASED1,2611,255+6+0%$1.5M$1.5M-$46.2K2026-10-15
Richards, Merrill & Peterson, Inc.
INCREASED1,2551,156+99+9%$1.4M$1.5M+$65.7K2026-10-19
JB Capital LLC
DECREASED1,2551,280-25-2%$1.5M$1.5M-$84.1K2026-10-19
Financial Council, LLC
INCREASED1,2551,247+8+1%$1.5M$1.5M-$43.5K2026-11-02
State of Wyoming
DECREASED1,2531,327-74-6%$1.6M$1.4M-$141.8K2026-10-28
Grey Ledge Advisors, LLC
DECREASED1,2531,255-20%$1.5M$1.4M-$55.3K2026-11-02
Victrix Investment Advisors
DECREASED1,2511,253-20%$1.5M$1.4M-$55.4K2026-10-13
Financial Consulate, Inc
INCREASED1,2491,232+17+1%$1.5M$1.4M-$31.8K2026-10-23
Corda Investment Management, Llc.
INCREASED1,2481,216+32+3%$1.5M$1.4M-$14.4K2026-10-22
Capital Advisors, Ltd. LLC
INCREASED1,2411,191+50+4%$1.4K$1.4K+$72026-10-27
Hummer Financial Advisory Services Inc
UNCHANGED1,2411,24100%$1.5M$1.4M-$52.6K2026-10-09
Arlington Trust Co LLC
INCREASED1,238278+960+345%$333.4K$1.4M+$1.1M2026-10-20
ASL Financial, LLC
UNCHANGED1,2371,23700%$1.5M$1.4M-$52.4K2026-10-15
Cache Advisors, LLC
DECREASED1,2352,059-824-40%$2.5M$1.4M-$1.0M2026-10-16
McLean Asset Management Corp
DECREASED1,2311,420-189-13%$1.6M$1.7M+$48.7K2026-11-06
Legacy Wealth Partners, LLC
INCREASED1,2301,226+4+0%$1.5M$1.4M-$47.3K2026-10-15
BankPlus Wealth Management LLC
INCREASED1,2251,208+17+1%$1.5M$1.4M-$28.8K2026-10-13
Chapman Financial Group, LLC
INCREASED1,222700+522+75%$839.6K$1.4M+$574.4K2026-10-26
Riversedge Advisors, LLC
INCREASED1,2221,159+63+5%$1.4M$1.4M+$23.8K2026-10-09
Redmond Asset Management, LLC
DECREASED1,2221,282-60-5%$1.5M$1.4M-$123.7K2026-10-27
Register Financial Advisors LLC
INCREASED1,2221,219+3+0%$1.5M$1.4M-$48.0K2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED1,2191,195+24+2%$1.4M$1.4M-$22.6K2026-10-19
One Wealth Capital Management, LLC
INCREASED1,218758+460+61%$909.2K$1.4M+$500.2K2026-10-23
PPS&V Asset Management Consultants, Inc.
DECREASED1,2131,227-14-1%$1.5M$1.4M-$67.8K2026-10-06
Accel Wealth Management
DECREASED1,2071,246-39-3%$1.5M$1.4M-$99.0K2026-10-13
Wiregrass Investment Management LLC
INCREASED1,2021,197+5+0%$1.4M$1.4M-$45.3K2026-11-05
Thompson Davis & Co., Inc.
UNCHANGED1,2001,20000%$1.4M$1.4M-$50.8K2026-11-05
Global Trust Wealth Management LLC
UNCHANGED1,2001,20000%$1.4M$1.4M-$50.8K2026-10-14
Providence First Trust Co
INCREASED1,1981,058+140+13%$1.3M$1.4M+$117.3K2026-11-02
Eubel Brady & Suttman Asset Management Inc
DECREASED1,1952,616-1,421-54%$3.1M$1.4K-$3.1M2026-11-04
Warren Street Wealth Advisors, LLC
DECREASED1,1911,197-60%$1.4M$1.4M-$57.6K2026-11-04
Paulson Wealth Management Inc.
INCREASED1,1901,118+72+6%$1.3M$1.4M+$36.0K2026-11-02
Smith Thornton Advisors LLC
UNCHANGED1,1891,18900%$1.4M$1.4M-$29.4K2026-10-16
Reston Wealth Management LLC
INCREASED1,1881,092+96+9%$1.3M$1.4M+$65.2K2026-10-29
Sulzberger Capital Advisors, Inc.
INCREASED1,187907+280+31%$1.1M$1.4M+$285.6K2026-10-20
University of Texas S AM Investment Management Co
INCREASED1,1871,114+73+7%$1.3M$1.4M+$37.3K2026-11-03
Godsey & Gibb, Inc
INCREASED1,1861,185+1+0%$1.4M$1.4M-$49.0K2026-10-14
Argos Wealth Advisors, LLC
DECREASED1,1821,207-25-2%$1.4M$1.4M-$80.0K2026-11-02
Capital Advisors Wealth Management, LLC
INCREASED1,1801,082+98+9%$1.3M$1.4M+$68.1K2026-10-09
Cordgrass Capital Advisors, LLC
UNCHANGED1,1781,17800%$1.4M$1.4M-$49.9K2026-10-30
Clearwater Capital Advisors, LLC
DECREASED1,1771,287-110-9%$1.5M$1.4M-$181.8K2026-11-06
Sherman Asset Management, Inc.
INCREASED1,175657+518+79%$788.5K$1.4M+$571.5K2026-11-05
Tranquility Partners, LLC
DECREASED1,1751,511-336-22%$1.8M$1.4M-$452.8K2026-10-20
Golden State Wealth Management, LLC
INCREASED1,1701,159+11+1%$1.4M$1.4M-$35.9K2026-11-02
White Lighthouse Investment Management Inc.
INCREASED1,1691,166+3+0%$1.4M$1.4M-$45.9K2026-10-21
Sage Mountain Advisors LLC
DECREASED1,1661,550-384-25%$1.9M$1.3M-$510.0K2026-11-02
Tuttle Capital Management, LLC
INCREASED1,165900+265+29%$1.1M$1.3M+$268.5K2026-10-21
LeConte Wealth Management, LLC
INCREASED1,1621,044+118+11%$1.3M$1.3M+$92.3K2026-10-20
Invenio Wealth Partners LLC
DECREASED1,1591,173-14-1%$1.4M$1.3M-$65.9K2026-10-20
Oakmont Investment Advisors, Inc.
INCREASED1,1561,058+98+9%$1.3M$1.3M+$69.1K2026-10-21
Fusion Capital, LLC
INCREASED1,1541,153+1+0%$1.4M$1.3M-$47.4K2026-10-28
FAI Advisors, Inc.
INCREASED1,1491,086+63+6%$1.3M$1.3M+$26.9K2026-10-27
TritonPoint Partners, LLC
DECREASED1,1484,225-3,077-73%$5.1M$1.3M-$3.7M2026-11-05
Variant Private Wealth, LLC
INCREASED1,148259+889+343%$310.4K$1.3M+$1.0M2026-10-21
Beverly Hills Private Wealth, LLC
INCREASED1,147994+153+15%$1.2M$1.3M+$134.0K2026-11-04
First National Bank Sioux Falls
DECREASED1,1471,157-10-1%$1.0M$1.3M+$281.3K2026-10-13
McGlone Suttner Wealth Management, Inc.
DECREASED1,1461,150-40%$1.4M$1.3M-$52.6K2026-10-13
Altrius Capital Management Inc
DECREASED1,1361,173-37-3%$1.4M$1.3M-$92.5K2026-11-05
Smith Chas P & Associates PA Cpas
DECREASED1,1341,277-143-11%$1.5M$1.4M-$106.2K2026-10-22
Dickmeyer Boyce Financial Management, Inc.
INCREASED1,1331,132+1+0%$1.4M$1.3M-$47.7K2026-10-08
JGP Global Gestao de Recursos Ltda.
INCREASED1,1301,098+32+3%$1.3M$1.3M-$9.5K2026-10-16
Tanager Wealth Management LLP
INCREASED1,128610+518+85%$731.7K$1.3M+$573.5K2026-10-19
McNaughton Wealth Management, LLC
INCREASED1,1241,082+42+4%$1.3M$1.3M+$2.8K2026-10-09
Warner Financial, Inc
UNCHANGED1,1241,12400%$1.3M$1.3M-$47.6K2026-11-06
J. Derek Lewis & Associates Inc.
DECREASED1,1231,137-14-1%$1.4M$1.3M-$64.6K2026-11-03
Meridian Financial Partners LLC
INCREASED1,1211,114+7+1%$1.3M$1.4M+$113.9K2026-10-23
OmniStar Financial Group, Inc.
INCREASED1,120184+936+509%$221.2K$1.3M+$1.1M2026-10-26
Eagle Wealth Advisors LLC
INCREASED1,1101,097+13+1%$1.3M$1.3M-$31.4K2026-10-20
Lazari Capital Management, Inc.
DECREASED1,1101,119-9-1%$1.3M$1.3M-$57.6K2026-10-20
eCIO, Inc.
DECREASED1,1091,172-63-5%$1.4M$1.3M-$122.1K2026-11-02
Embree Financial Group
INCREASED1,1061,093+13+1%$1.3M$1.3M-$31.9K2026-10-22
Hansen & Associates Financial Group, Inc.
INCREASED1,104945+159+17%$1.1M$1.3M+$157.2K2026-11-09
Northwest Wealth Management, LLC
INCREASED1,1041,029+75+7%$1.2M$1.3M+$43.2K2026-10-30
Vista Capital Partners, Inc.
INCREASED1,103956+147+15%$1.1M$1.3M+$129.6K2026-11-06
Grey Fox Wealth Advisors, LLC
DECREASED1,1021,189-87-7%$1.4M$1.3M-$151.7K2026-11-03
Lynch Asset Management, Inc.
UNCHANGED1,1001,10000%$1.3M$1.3M-$46.6K2026-10-28
Flagship Wealth Advisors, LLC
DECREASED1,0991,487-388-26%$1.8M$1.3M-$511.9K2026-11-03
Five Oceans Advisors
DECREASED1,0991,208-109-9%$1.4M$1.3M-$177.3K2026-10-22
Commonwealth Financial Services, LLC
DECREASED1,0981,214-116-10%$1.5M$1.3M-$185.8K2026-10-20
Lakeshore Capital Group, Inc.
INCREASED1,0971,046+51+5%$1.3M$1.3M+$14.6K2026-10-20
Corundum Trust Company, Inc
UNCHANGED1,0951,09500%$1.3M$1.3M-$46.4K2026-10-29
Bernardo Wealth Planning LLC
INCREASED1,094478+616+129%$573.8K$1.3M+$691.0K2026-10-23
SMI Advisory Services, LLC
INCREASED1,0921,090+2+0%$1.3M$1.3M-$20.7K2026-10-13
Altura Wealth Advisors Inc.
INCREASED1,090991+99+10%$1.2M$1.3M+$73.0K2026-10-22
Waterway Wealth Management, LLC
INCREASED1,0891,004+85+8%$1.2M$1.3M+$55.7K2026-10-28
GW Henssler & Associates LTD
INCREASED1,0881,085+3+0%$1.3M$1.3M-$42.5K2026-10-26
Capstone Wealth Management, LLC
DECREASED1,0871,096-9-1%$1.3M$1.3M-$56.8K2026-11-02
Endowment Wealth Management, Inc.
INCREASED1,086809+277+34%$971.2K$1.3M+$285.4K2026-11-03
TrueWealth Advisors, LLC
UNCHANGED1,0861,08600%$1.3M$1.3M-$45.9K2026-10-09
Paragon Capital Management Ltd
DECREASED1,0851,214-129-11%$1.5M$1.3M-$200.4K2026-10-09
Pittenger & Anderson Inc
INCREASED1,0841,077+7+1%$1.3M$1.3M-$37.5K2026-11-02
Miller Financial Services LLC
UNCHANGED1,0841,08400%$1.3M$1.3M-$45.5K2026-10-20
Thor Trading Advisors, LLC
NEW1,083—+1,083——$1.3M—2026-11-05
Benchmark Financial Wealth Advisors, LLC
INCREASED1,083976+107+11%$1.2M$1.3M+$82.2K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED1,0801,025+55+5%$1.2M$1.2M+$20.3K2026-10-20
Long Island Wealth Management, Inc.
INCREASED1,0771,037+40+4%$1.2M$1.2M+$2.4K2026-10-20
San Luis Wealth Advisors LLC
DECREASED1,0751,089-14-1%$1.3M$1.2M-$61.5K2026-10-27
HighRoad Wealth Advisors, LLC
DECREASED1,0701,078-8-1%$1.3M$1.2M-$54.9K2026-10-14
Redwood Family Wealth LLC
INCREASED1,0691,046+23+2%$1.3M$1.2M-$18.8K2026-10-20
Prairie Advisory, LLC
INCREASED1,068533+535+100%$639.8K$1.2M+$595.9K2026-10-19
Sunpointe, LLC
DECREASED1,0661,268-202-16%$1.5M$1.2M-$287.4K2026-10-22
Exchange Bank
DECREASED1,0641,091-27-2%$1.3M$1.2M-$77.4K2026-10-07
Fingerlakes Wealth Management, Inc.
INCREASED1,0631,059+4+0%$1.3M$1.2M-$40.9K2026-11-04
Alhambra Investment Management LLC
DECREASED1,0621,067-50%$1.3M$1.2M-$51.0K2026-10-15
Hamilton Capital, LLC
INCREASED1,0611,006+55+5%$1.2M$1.2M+$21.2K2026-10-08
Christensen, King & Associates Investment Services, Inc.
DECREASED1,0611,115-54-5%$1.3M$1.2M-$109.7K2026-10-22
RW Investment Management LLC
INCREASED1,0601,035+25+2%$1.2M$1.2M-$14.9K2026-11-03
Elevation Wealth Management LLC
DECREASED1,0591,082-23-2%$1.3M$1.2M-$72.3K2026-11-02
Three Bridge Wealth Advisors, LLC
DECREASED1,0561,070-14-1%$1.3M$1.2M-$61.5K2026-11-05
Briaud Financial Planning Inc
UNCHANGED1,0561,05600%$1.3M$1.2M-$44.7K2026-10-20
HMV Wealth Advisors, LLC
INCREASED1,055948+107+11%$1.1M$1.2M+$83.7K2026-10-27
Missouri Trust & Investment Co
DECREASED1,0521,121-69-6%$1.3M$1.2M-$70.9K2026-11-04
Acorn Creek Capital LLC
DECREASED1,0511,059-8-1%$1.3M$1.2M-$54.2K2026-11-05
Connecticut Capital Management Group, LLC
INCREASED1,0481,039+9+1%$1.2M$1.2M-$33.6K2026-10-29
Power Wealth Management LLC
DECREASED1,0481,052-40%$1.3M$1.2M-$49.2K2026-10-27
Centerpoint Advisors, LLC
INCREASED1,046817+229+28%$980.0K$1.2K-$978.8K2026-11-05
Newman Dignan & Sheerar, Inc.
UNCHANGED1,0431,04300%$1.3M$1.2M-$44.2K2026-10-21
Promethium Advisors,llc
INCREASED1,0421,000+42+4%$1.2M$1.2M+$6.2K2026-10-19
Lifelong Wealth Advisors, Inc.
DECREASED1,0411,189-148-12%$1.4M$1.2M-$221.6K2026-10-19
Culbertson A N & Co Inc
INCREASED1,0401,035+5+0%$1.2M$1.2M-$38.0K2026-10-21
Aletheian Wealth Advisors LLC
INCREASED1,0391,021+18+2%$1.2M$1.2M-$22.4K2026-10-08
Kelleher Financial Advisors
DECREASED1,0352,498-1,463-59%$3.0M$1.2M-$1.8M2026-10-30
Seelaus Asset Management LLC
INCREASED1,034663+371+56%$795.2K$1.1M+$301.3K2026-10-14
Arsenal Capital Advisors LLC
INCREASED1,0341,006+28+3%$1.2M$1.2M-$10.2K2026-11-02
Kentucky Trust Co
INCREASED1,0331,023+10+1%$1.2M$1.2M-$31.8K2026-10-15
WealthPLAN Partners, LLC
INCREASED1,030785+245+31%$941.6K$1.2M+$250.3K2026-10-15
Peoples Bank
INCREASED1,028873+155+18%$1.0M$1.2M+$142.4K2026-10-26
Monarch Capital Management Inc
DECREASED1,0281,108-80-7%$1.3M$1.2M-$139.5K2026-10-19
Titleist Asset Management, LLC
INCREASED1,027903+124+14%$1.1M$1.2M+$104.4K2026-10-08
New Perspectives, Inc
INCREASED1,0211,014+7+1%$1.2M$1.2M-$34.8K2026-10-14
Smallwood Wealth Investment Management, LLC
INCREASED1,019697+322+46%$836.0K$1.2M+$343.1K2026-10-30
Atwater Malick LLC
INCREASED1,0181,015+3+0%$1.2M$1.2M-$39.5K2026-10-15
Curat Global, LLC
UNCHANGED1,0151,01500%$1.2M$1.2M-$43.0K2026-10-26
Washington Trust Advisors, Inc.
INCREASED1,014968+46+5%$1.2M$1.2M+$12.2K2026-10-22
Thoma Capital Management LLC
DECREASED1,0141,042-28-3%$1.3M$1.2M-$76.9K2026-10-19
Patriot Investment Management Group, Inc.
DECREASED1,0131,050-37-4%$1.3M$1.2M-$87.3K2026-10-15
Luts & Greenleigh Group, Inc.
DECREASED1,0111,033-22-2%$1.2M$1.2M-$69.2K2026-11-05
NewSquare Capital LLC
INCREASED1,010836+174+21%$1.0M$1.2M+$165.9K2026-11-06
GenTrust, LLC
INCREASED1,010885+125+14%$1.1M$1.2M+$107.2K2026-11-06
Silver Grove Financial Group, Inc.
INCREASED1,008988+20+2%$1.2M$1.2M-$18.6K2026-11-05
Fulcrum Equity Management
INCREASED1,006836+170+20%$1.0M$1.2M+$161.9K2026-10-21
Seven Mile Advisory
DECREASED1,0061,085-79-7%$1.3M$1.2M-$137.4K2026-10-22
D.B. Root & Company, LLC
INCREASED1,006968+38+4%$1.2M$1.2M+$3.0K2026-11-04
Heritage Wealth Management, Inc.
DECREASED1,0061,008-20%$1.2M$1.2M-$45.0K2026-10-27
Ascentis Wealth Management, LLC
INCREASED1,005787+218+28%$943.9K$1.2M+$218.9K2026-11-03
Opal Wealth Advisors, LLC
INCREASED1,004786+218+28%$942.8K$1.2M+$219.0K2026-10-16
Baron Wealth Management LLC
INCREASED1,004941+63+7%$1.1M$1.2M+$33.1K2026-10-27
Center for Financial Planning, Inc.
INCREASED1,002995+7+1%$1.2M$1.2M-$34.0K2026-10-26
Granite FO LLC
UNCHANGED1,0001,00000%$1.2M$1.2M-$42.4K2026-10-14
Elevatus Welath Management
INCREASED999917+82+9%$1.1M$1.2M+$56.5K2026-10-19
Signature Wealth Management Partners, LLC
DECREASED9991,024-25-2%$1.2M$1.2M-$72.2K2026-10-21
Leisure Capital Management
DECREASED9981,013-15-1%$1.2M$1.2M-$60.3K2026-11-03
Global Trust Asset Management, LLC
INCREASED994868+126+15%$1.0M$1.2M+$109.0K2026-10-19
Ullmann Wealth Partners Group, LLC
INCREASED994962+32+3%$1.2M$1.1M-$4.3K2026-11-02
Tower Trust & Investment Co
DECREASED991992-10%$1.2M$1.1M-$43.2K2026-10-28
PKS Advisory Services, LLC
UNCHANGED99099000%$1.2M$1.2M$02026-10-26
Signature Equity Partners, LLC
INCREASED987730+257+35%$875.3K$1.1M+$266.6K2026-10-29
Ariadne Wealth Management, LP
DECREASED9861,003-17-2%$1.2M$1.1M-$62.1K2026-11-06
Capital Investment Counsel, Inc
UNCHANGED98498400%$1.2M$1.1M-$41.7K2026-10-20
Focused Alpha, LLC
INCREASED983406+577+142%$486.4K$1.1M+$650.7K2026-10-20
Cove Private Wealth, LLC
INCREASED982925+57+6%$1.1M$1.1M+$26.8K2026-10-28
Pekin Hardy Strauss, Inc.
INCREASED981971+10+1%$1.2M$1.1M-$29.6K2026-11-02
Roof Eidam Maycock Peralta, LLC
DECREASED9801,082-102-9%$1.3M$1.1M-$163.8K2026-10-15
Unique Wealth, LLC
DECREASED9781,029-51-5%$1.2M$1.1M-$102.6K2026-10-16
Able Financial Group, LLC
INCREASED977837+140+17%$1.0M$1.1M+$126.5K2026-10-14
Sunburst Financial Group, LLC
INCREASED976974+2+0%$1.2M$1.1M-$38.9K2026-10-09
Lionshead Wealth Management, LLC
INCREASED974969+5+1%$1.2M$1.1M-$35.3K2026-10-21
Madson Wealth Advisors Inc
DECREASED972986-14-1%$1.2M$1.1M-$58.7K2026-10-13
Warwick Investment Management, Inc.
DECREASED9711,024-53-5%$1.2M$1.1M-$104.7K2026-10-19
MinichMacGregor Wealth Management, LLC
INCREASED968808+160+20%$969.4K$1.1M+$150.9K2026-10-14
City Center Advisors, LLC
INCREASED966850+116+14%$1.0M$1.1M+$98.2K2026-10-08
Collective Family Office LLC
DECREASED966975-9-1%$1.2M$1.1M-$51.7K2026-10-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED964927+37+4%$1.1M$1.1M+$3.8K2026-10-28
Core Wealth Partners LLC
DECREASED9601,132-172-15%$1.4M$1.1M-$246.8K2026-11-02
Granville Capital, Inc.
INCREASED960916+44+5%$1.1M$1.1M+$12.3K2026-11-05
BridgePort Financial Solutions, LLC
INCREASED958766+192+25%$918.2K$1.1M+$189.7K2026-11-02
New Hampshire Trust
INCREASED957933+24+3%$1.1M$1.1M-$11.7K2026-10-20
FC Advisory LLC
DECREASED955993-38-4%$1.2M$1.1M-$86.0K2026-10-05
Decision Investments, Inc
INCREASED955954+1+0%$1.1M$1.1M-$39.2K2026-10-07
Motive Wealth Advisors
INCREASED952934+18+2%$1.1M$1.1M-$18.7K2026-10-26
GSG Advisors LLC
INCREASED951556+395+71%$666.9K$1.1M+$433.5K2026-11-03
SLT Holdings LLC
DECREASED950965-15-2%$1.2M$1.1M-$58.1K2026-10-15
Bingham Private Wealth, LLC
INCREASED950941+9+1%$1.1M$1.1M-$29.4K2026-11-05
Inspirion Wealth Advisors, LLC
DECREASED950953-30%$1.1M$1.1M-$36.7K2026-10-09
Values Added Financial LLC
DECREASED947976-29-3%$1.2M$1.1M-$74.9K2026-10-28
Ellis Investment Partners, LLC
INCREASED944941+3+0%$1.1M$1.1M-$36.7K2026-10-21
Beacon Financial Group
INCREASED943740+203+27%$888.0K$1.1M+$203.5K2026-10-19
Ridgecrest Wealth Partners, LLC
INCREASED943884+59+7%$1.1M$1.1M+$30.8K2026-10-19
Renaissance Investment Group LLC
INCREASED943940+3+0%$1.1M$1.1M-$36.3K2026-10-28
Purkiss Capital Advisors LLC
UNCHANGED93993900%$1.1M$1.1M-$39.6K2026-11-06
Beacon Financial Strategies Corp
INCREASED938801+137+17%$960.6K$1.1M+$124.6K2026-10-14
Delta Wealth Advisors LLC
UNCHANGED93593500%$1.1M$1.1M-$39.6K2026-10-09
Legacy Edge Advisors, LLC
INCREASED931921+10+1%$1.1M$1.1M-$27.4K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9294,965-4,036-81%$6.0M$1.1M-$4.9M2026-10-14
Churchill Financial Advisors, LLC
UNCHANGED92992900%$1.1M$1.1M-$39.3K2026-10-20
Syverson Strege & Co
DECREASED928932-40%$1.1M$1.1M-$44.1K2026-11-02
Virtue Capital Management, LLC
INCREASED926660+266+40%$784.7K$1.1M+$286.8K2026-10-29
Financial Management Professionals, Inc.
DECREASED926933-7-1%$1.1M$1.1M-$47.6K2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED921839+82+10%$1.0M$1.1M+$60.0K2026-11-04
Mount Vernon Associates Inc
UNCHANGED92092000%$1.1M$1.1K-$1.1M2026-10-26
DecisionMap Wealth Management, LLC
DECREASED919942-23-2%$1.1M$1.1M-$66.5K2026-10-29
Arvest Investments, Inc.
INCREASED919918+1+0%$1.1M$1.1M-$37.7K2026-10-21
Jeter Robert S II
INCREASED916445+471+106%$529.5K$1.1M+$538.6K2026-10-16
Ryan Investment Management, Inc.
INCREASED915909+6+1%$1.1M$1.1M-$31.6K2026-10-20
Lake Hills Wealth Management, LLC
NEW914—+914——$1.1M—2026-10-07
Palacios Wealth Management, LLC
INCREASED914836+78+9%$1.0M$1.1M+$54.8K2026-11-04
Avantra Family Wealth, Inc.
INCREASED914868+46+5%$1.0M$1.1M+$16.4K2026-10-20
Center For Asset Management LLC
DECREASED913946-33-3%$1.1M$1.1M-$78.4K2026-10-16
Greenwood Gearhart LLC
DECREASED913939-26-3%$1.1M$1.1M-$69.9K2026-11-02
RFG - Bristol Wealth Advisors, LLC
INCREASED912905+7+1%$1.1M$1.1M-$30.1K2026-10-09
Family Capital Management, Inc.
INCREASED911865+46+5%$1.0M$1.1M+$16.5K2026-11-03
TFC Financial Management, Inc.
INCREASED911877+34+4%$1.1M$1.1M+$2.2K2026-10-26
Private Client Services, LLC
INCREASED911881+30+3%$1.1M$1.1M-$2.5K2026-10-02
JFS Wealth Advisors, LLC
INCREASED910901+9+1%$1.1M$1.1M-$28.4K2026-11-03
Clear Wave Wealth Management LLC
INCREASED908884+24+3%$1.1M$1.1M-$9.7K2026-11-04
Detalus Advisors, LLC
INCREASED907872+35+4%$1.0M$1.0M+$4.1K2026-10-15
Guardian Financial Partners, LLC
INCREASED905555+350+63%$665.7K$1.0M+$382.0K2026-11-04
Jm2 Capital Inc.
DECREASED904905-10%$1.1M$1.0M-$39.4K2026-10-14
David J Yvars Group
INCREASED903893+10+1%$1.1M$1.0M-$26.1K2026-10-09
First United Bank & Trust
DECREASED903905-20%$1.1M$1.0M-$40.6K2026-10-22
Merited Wealth, LLC
DECREASED902905-30%$1.1M$1.0M-$41.8K2026-10-13
M. Kraus & Co
UNCHANGED90190100%$1.1M$1.0M-$38.2K2026-10-20
Willner & Heller, LLC
DECREASED900917-17-2%$1.1M$1.0M-$58.1K2026-10-28
Independent Solutions Wealth Management, LLC
DECREASED900912-12-1%$1.1M$1.0M-$52.5K2026-10-28
Pacific Park Financial, Inc.
UNCHANGED90090000%$1.1M$1.0M-$38.1K2026-10-13
Yardley Wealth Management LLC
NEW899—+899——$1.0M—2026-10-23
Legacy Capital Wealth Partners, LLC
INCREASED899897+2+0%$1.1M$1.0M-$36.4K2026-10-21
Altiora Financial Group, LLC
UNCHANGED89889800%$1.1M$1.0M-$38.0K2026-11-04
Tilia Fiduciary Partners, Inc.
DECREASED897928-31-3%$1.1M$1.0M-$75.0K2026-10-09
Hartford Financial Management Inc.
UNCHANGED89489400%$1.1M$1.0M-$37.9K2026-10-21
MBE Wealth Management, LLC
INCREASED893887+6+1%$1.1M$1.0M-$30.6K2026-10-26
OAK Family Advisors, LLC
DECREASED892907-15-2%$1.1M$1.0M-$55.8K2026-10-19
Cambridge Financial Group, LLC
UNCHANGED88688600%$1.1M$1.1M$02026-10-06
O'Brien Greene & Co. Inc
DECREASED885925-40-4%$1.1M$1.0M-$85.5K2026-11-05
Invested Advisors
UNCHANGED88588500%$1.1M$1.0M-$37.5K2026-10-23
R2 Capital Strategies, LLC
DECREASED884924-40-4%$1.1M$1.0M-$85.8K2026-10-15
Crumly & Associates Inc.
INCREASED882793+89+11%$951.1K$1.0M+$69.4K2026-10-07
Regatta Capital Group, LLC
INCREASED880863+17+2%$1.0M$1.0M-$17.1K2026-10-23
Elmwood Wealth Management, Inc.
DECREASED876879-30%$1.1M$1.0M-$40.7K2026-10-14
Leslie Global Wealth, LLC
INCREASED874869+5+1%$1.0M$1.0M-$31.0K2026-10-26
Piedmont Capital Management, LLC
UNCHANGED87187100%$1.0M$1.0M-$36.9K2026-10-21
Patton Albertson Miller Group, LLC
DECREASED870876-6-1%$1.1M$1.0M-$44.0K2026-10-26
Quantum Financial Partners LLC
INCREASED869658+211+32%$789.9K$1.0M+$215.3K2026-10-19
Trust Co of the South
INCREASED869862+7+1%$1.0M$1.0M-$28.4K2026-10-21
Greenfield Savings Bank
UNCHANGED86886800%$1.0M$1.0M-$36.8K2026-10-07
Sentinel Pension Advisors, LLC
INCREASED867748+119+16%$882.0K$1.0M+$121.2K2026-11-02
Key FInancial Inc
INCREASED865824+41+5%$988.3K$1.0M+$12.5K2026-11-02
Advantage Trust Co
UNCHANGED86586500%$1.0M$1.0M-$36.6K2026-10-19
Endeavor Private Wealth, Inc.
INCREASED864792+72+9%$950.1K$998.7K+$48.6K2026-11-05
Lodestar Private Asset Management LLC
DECREASED864881-17-2%$1.1M$999.4K-$57.0K2026-10-26
AGH Wealth Advisors, LLC
DECREASED864875-11-1%$1.0M$999.7K-$49.8K2026-10-26
Jessup Wealth Management, Inc
UNCHANGED86486400%$1.0M$1.0M-$36.3K2026-10-20
Barrett & Company, Inc.
DECREASED862984-122-12%$1.2M$997.7K-$182.1K2026-10-22
MRA Advisory Group
INCREASED859292+567+194%$350.0K$994.0K+$643.9K2026-10-07
Armstrong, Fleming & Moore, Inc
DECREASED859929-70-8%$1.1M$994.5K-$120.4K2026-10-28
Morton Capital Management LLC
DECREASED859905-46-5%$1.1M$993.9K-$91.3K2026-10-23
Councilmark Asset Management, LLC
UNCHANGED85685600%$1.0M$990.5K-$36.3K2026-10-20
Ejmk Ventures LLC
INCREASED851752+99+13%$902.1K$984.8K+$82.7K2026-10-21
Worthington Financial Partners, LLC
UNCHANGED84984900%$1.0M$982.4K-$36.0K2026-10-13
Uniting Wealth Partners, LLC
INCREASED848794+54+7%$952.6K$981.6K+$28.9K2026-11-06
Mach-1 Financial Group, LLC
DECREASED847958-111-12%$1.1M$980.0K-$169.0K2026-11-06
Main Line Retirement Advisors, LLC
UNCHANGED84784700%$1.0M$980.2K-$35.9K2026-10-14
Financial Insights, Inc.
INCREASED846817+29+4%$979.9K$978.9K-$1.0K2026-10-27
Wespac Advisors SoCal, LLC
DECREASED845858-13-2%$1.0M$977.7K-$51.4K2026-10-13
Vanguard Capital Wealth Advisors
INCREASED840735+105+14%$881.6K$971.9K+$90.4K2026-10-16
IFG Advisors, LLC
INCREASED837820+17+2%$983.5K$968.5K-$15.0K2026-10-15
Wisconsin Wealth Advisors, LLC
NEW835—+835——$966.2K—2026-10-08
Kraematon Investment Advisors, Inc
INCREASED830829+1+0%$994.5K$960.2K-$34.4K2026-11-02
Trueblood Wealth Management, LLC
UNCHANGED82582500%$989.4K$954.6K-$34.8K2026-10-23
August Group Capital Ltd
INCREASED824822+2+0%$985.9K$953.4K-$32.5K2026-10-14
Lord & Richards Wealth Management, LLC
INCREASED822590+232+39%$708.0K$951.0K+$242.9K2026-10-14
Twelve Points Wealth Management LLC
DECREASED821925-104-11%$1.1M$1.2M+$54.3K2026-11-03
Richardson Financial Services Inc.
INCREASED821733+88+12%$879.2K$950.0K+$70.8K2026-10-30
J2 Capital Management Inc
DECREASED821824-30%$988.3K$949.6K-$38.8K2026-10-19
Halter Ferguson Financial Inc.
DECREASED8148,287-7,473-90%$9.9M$941.9K-$9.0M2026-10-21
Samalin Investment Counsel, LLC
UNCHANGED81481400%$976.3K$942.4K-$34.0K2026-10-23
GEM Asset Management, LLC
UNCHANGED81281200%$974.4K$940.1K-$34.3K2026-10-13
Next Level Private LLC
INCREASED811725+86+12%$869.2K$938.4K+$69.3K2026-10-20
Y.D. More Investments Ltd
DECREASED802835-33-4%$974.0K$948.6K-$25.4K2026-11-02
Cacti Asset Management LLC
UNCHANGED80080000%$959.5K$947.7K-$11.8K2026-10-01
Tcfg Investment Advisors, LLC
INCREASED799774+25+3%$928.4K$925.0K-$3.4K2026-10-20
Journey Retirement Planning & Investment Management LLC
INCREASED797700+97+14%$840.0K$922.9K+$82.9K2026-10-09
Owl Creek Wealth Partners LLC
DECREASED797835-38-5%$1.0M$922.2K-$79.3K2026-10-20
Birch Hill Investment Advisors LLC
DECREASED797818-21-3%$981.1K$922.2K-$58.9K2026-10-16
SilverOak Wealth Management LLC
UNCHANGED79779700%$955.9K$922.2K-$33.8K2026-10-29
First Premier Bank
INCREASED795538+257+48%$645$920+$2752026-10-13
Stonebridge Financial Group, LLC
INCREASED792732+60+8%$878.0K$916.4K+$38.4K2026-10-01
National Wealth Management Group, LLC
DECREASED792803-11-1%$963.3K$916.7K-$46.7K2026-10-26
Evanson Financial, LLC
INCREASED790687+103+15%$824.0K$914.6K+$90.6K2026-10-23
C2c Wealth Management, LLC
UNCHANGED79079000%$947.6K$914.1K-$33.5K2026-10-20
Koesten, Hirschmann & Crabtree, Inc.
INCREASED789434+355+82%$520.7K$913.2K+$392.5K2026-10-13
Green Ridge Wealth Planning LLC
DECREASED789896-107-12%$1.1M$912.9K-$161.8K2026-10-08
Commons Capital, LLC
INCREASED789780+9+1%$935.8K$912.9K-$22.9K2026-11-05
Code Waechter LLC
INCREASED788710+78+11%$851.6K$911.6K+$60.0K2026-10-23
Carson Advisory Inc.
DECREASED788796-8-1%$954.8K$911.8K-$43.0K2026-11-06
CJM Wealth Advisers, Ltd.
INCREASED786730+56+8%$876.1K$909.6K+$33.5K2026-10-27
WealthCare Asset Management, LLC
DECREASED7841,218-434-36%$1.5M$906.9K-$554.1K2026-10-26
Transcendent Capital Group LLC
DECREASED780825-45-5%$989.5K$902.5K-$87.0K2026-10-28
Avion Wealth
INCREASED780772+8+1%$925.0K$902-$924.1K2026-11-04
Washburn Capital Management, Inc.
DECREASED779842-63-7%$1.0M$901.9K-$108.3K2026-10-19
Griffin Asset Management, Inc.
DECREASED779825-46-6%$989.5K$901.5K-$88.0K2026-10-22
Great Waters Wealth Management
DECREASED779781-20%$936.9K$901.5K-$35.4K2026-10-07
Sterling Financial Planning, Inc.
UNCHANGED77777700%$932.3K$899.4K-$32.9K2026-10-28
Elevated Financial Group LLC
DECREASED776986-210-21%$1.2M$898.4K-$284.8K2026-10-16
Benin Management Corp
UNCHANGED77577500%$929.6K$896.7K-$32.8K2026-10-22
Letson Investment Management, Inc.
NEW774—+774——$895.6K—2026-11-05
St. Louis Trust Co
UNCHANGED77377300%$2.9M$894.4K-$2.0M2026-11-03
Nexus Investment Management ULC
UNCHANGED76976900%$922.4K$889.8K-$32.6K2026-10-27
Vestia Personal Wealth Advisors
INCREASED768755+13+2%$905.7K$888.6K-$17.0K2026-10-20
Randall & Associates Wealth Management
DECREASED765803-38-5%$963.1K$885.2K-$78.0K2026-10-20
Vilga Financial Planning LLC
INCREASED764738+26+4%$885.2K$884.0K-$1.2K2026-10-09
Rosenberg Matthew Hamilton
INCREASED764748+16+2%$897.2K$884.0K-$13.2K2026-10-05
Wedge Capital Management L L P
UNCHANGED76476400%$916.4K$884.0K-$32.4K2026-10-13
Members Wealth LLC
INCREASED762741+21+3%$888.6K$905.9K+$17.3K2026-10-20
LifeWealth Investments, LLC
DECREASED761768-7-1%$921.2K$881.0K-$40.2K2026-10-21
Wealth Effects LLC
INCREASED758742+16+2%$889.9K$877.0K-$12.9K2026-10-23
Peterson Wealth Advisors, LLC
INCREASED758755+3+0%$905.8K$877.4K-$28.4K2026-10-08
Englebert Financial Advisers, LLC
NEW757—+757——$875.5K—2026-10-20
Cypress Capital, LLC
INCREASED756746+10+1%$894.8K$874.8K-$20.0K2026-10-20
PCG Asset Management, LLC
INCREASED754454+300+66%$544.5K$872.4K+$327.9K2026-11-05
Beacon Financial Advisory LLC
INCREASED754699+55+8%$838.0K$872.2K+$34.2K2026-10-16
Banyan Capital Management, Inc.
UNCHANGED75075000%$899.6K$867.8K-$31.8K2026-11-05
IMZ Advisory Inc
INCREASED749748+1+0%$896.8K$866.5K-$30.3K2026-11-03
CV Advisors LLC
NEW748—+748——$865.5K—2026-10-13
ProCore Advisors, LLC
DECREASED748756-8-1%$908.1K$866.1K-$42.0K2026-10-14
Mcdaniel Terry & Co
DECREASED748749-10%$898.4K$865.5K-$32.9K2026-11-05
Legacy Financial Strategies, LLC
DECREASED747844-97-11%$1.0M$864.8K-$148.0K2026-10-15
Quartz Partners, LLC
INCREASED747688+59+9%$825.2K$864.6K+$39.4K2026-11-03
Anchor Capital Advisors LLC
INCREASED746721+25+3%$864.8K$863.2K-$1.6K2026-11-05
Ticino Wealth
DECREASED746764-18-2%$916.4K$863.2K-$53.2K2026-10-13
Oakwell Private Wealth Management, LLC
INCREASED744727+17+2%$872.0K$860.9K-$11.1K2026-11-06
TruNorth Capital Management, LLC
INCREASED742628+114+18%$753.2K$858.6K+$105.3K2026-10-14
Tortuga Wealth Management, Inc
INCREASED741630+111+18%$755.6K$857.4K+$101.8K2026-10-27
Whelan Financial
INCREASED740602+138+23%$722.4K$856.6K+$134.2K2026-10-28
Burk Holdings LLC
INCREASED735700+35+5%$839.6K$850.5K+$10.9K2026-11-05
ERn Financial, LLC
INCREASED735723+12+2%$867.3K$850.7K-$16.5K2026-10-28
Chemistry Wealth Management LLC
INCREASED732714+18+3%$856.4K$847.0K-$9.4K2026-10-16
Sage Capital Management, LLC
INCREASED732730+2+0%$878.1K$848.1K-$30.0K2026-10-20
Sidoxia Capital Management, LLC
INCREASED731718+13+2%$861.2K$846.2K-$15.0K2026-10-28
XY Planning Network, Inc.
INCREASED730455+275+60%$545.8K$844.8K+$299.0K2026-10-14
Weaver Consulting Group
INCREASED728551+177+32%$660.8K$842.4K+$181.5K2026-10-07
Paladin Wealth, LLC
INCREASED728677+51+8%$812.0K$841.8K+$29.8K2026-10-23
Intelligence Driven Advisers, LLC
INCREASED725661+64+10%$792.8K$838.9K+$46.1K2026-10-09
Clearwave Capital, LLC
INCREASED725663+62+9%$795.8K$839.4K+$43.6K2026-10-27
Tsfg, LLC
DECREASED723962-239-25%$1.2M$836-$1.2M2026-10-23
MPS Loria Financial Planners, LLC
DECREASED722723-10%$867.1K$835.1K-$32.0K2026-10-14
Family Investment Center, Inc.
INCREASED721521+200+38%$624.9K$834.1K+$209.1K2026-10-19
Gallacher Capital Management LLC
INCREASED719532+187+35%$638.0K$832.2K+$194.2K2026-10-30
Alpha Zero LLC
INCREASED719560+159+28%$654.7K$831.6K+$176.9K2026-11-06
Tactive Advisors, LLC
DECREASED719756-37-5%$906.8K$832.3K-$74.6K2026-10-08
IFS Advisors, LLC
INCREASED71810+708+7080%$12.0K$831.4K+$819.4K2026-10-14
Retirement Solution LLC
INCREASED718412+306+74%$494.2K$830.7K+$336.4K2026-10-27
Brown Wealth Management, LLC
INCREASED718461+257+56%$552.9K$830.2K+$277.3K2026-10-20
Cherrydale Wealth Management, LLC
DECREASED716717-10%$859.7K$828.2K-$31.5K2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED715584+131+22%$700.5K$827.3K+$126.8K2026-10-29
Walker Asset Management, LLC
INCREASED713671+42+6%$805.2K$825.3K+$20.1K2026-10-13
Coyle Financial Counsel LLC
DECREASED713740-27-4%$887.5K$825.0K-$62.5K2026-10-28
Sutton Place Investors LLC
INCREASED711688+23+3%$825.2K$822.7K-$2.5K2026-10-20
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED709661+48+7%$792.5K$820.1K+$27.6K2026-10-15
Voisard Asset Management Group, Inc.
INCREASED707612+95+16%$733.7K$818.0K+$84.3K2026-10-13
CWS Financial Advisors, LLC
INCREASED706705+1+0%$846.0K$816.9K-$29.1K2026-10-16
Old Mission Investment Co LLC
INCREASED703474+229+48%$568.5K$813.4K+$244.9K2026-10-22
Terril Brothers, Inc.
UNCHANGED70370300%$843.2K$813.4K-$29.8K2026-11-06
Zeit Capital LLC
DECREASED700800-100-12%$959.5K$810.0K-$149.6K2026-10-19
Hoertkorn Richard Charles
UNCHANGED70070000%$839.6K$810.0K-$29.6K2026-11-04
Wespac Advisors, LLC
DECREASED6991,168-469-40%$1.4M$808.8K-$592.1K2026-10-26
Eagle Bay Advisors LLC
DECREASED699706-7-1%$847.4K$809.4K-$38.0K2026-10-16
Zinnia Wealth Advisory, LLC
INCREASED698489+209+43%$587.1K$807.5K+$220.4K2026-11-06
Vaquero Private Wealth, LTD
DECREASED697722-25-3%$866.0K$806.5K-$59.5K2026-10-27
IVC Wealth Advisors LLC
DECREASED6961,341-645-48%$1.6M$805.3K-$803.1K2026-10-23
Landaas & Co
INCREASED695278+417+150%$333.4K$804.2K+$470.7K2026-10-29
Tributary Capital Management, LLC
UNCHANGED69569500%$833.6K$804.2K-$29.4K2026-10-28
Mcdonald Partners LLC
INCREASED692678+14+2%$813.2K$800.7K-$12.5K2026-11-03
Revisor Wealth Management LLC
DECREASED691712-21-3%$854.3K$853.2K-$1.1K2026-10-20
Client First Capital LLC
UNCHANGED69069000%$827.6K$798.4K-$29.2K2026-10-22
Capital City Trust Co
DECREASED6871,257-570-45%$1.5M$794.9K-$712.8K2026-10-22
Nolet Wealth Management, LLC
DECREASED687699-12-2%$838.0K$794.5K-$43.5K2026-10-15
Powell Investment Advisors, LLC
UNCHANGED68368300%$819.2K$790.3K-$28.9K2026-10-22
Bigelow Investment Advisors, LLC
INCREASED680639+41+6%$766.4K$786.8K+$20.4K2026-10-13
TrueMark Investments, LLC
DECREASED680691-11-2%$828.8K$786.8K-$42.0K2026-11-05
Cypress Point Wealth Management, LLC
INCREASED676637+39+6%$764.0K$782.2K+$18.2K2026-11-03
Vertrix Wealth Management, LLC
DECREASED675697-22-3%$836.0K$781.1K-$54.9K2026-10-13
Cornerstone Wealth, LLC
UNCHANGED67567500%$780.7K$859.6K+$78.9K2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED674646+28+4%$774.8K$779.9K+$5.0K2026-10-30
jvl associates llc
INCREASED674655+19+3%$785.7K$779.9K-$5.8K2026-10-09
Piar LLC
INCREASED673553+120+22%$663.3K$778.7K+$115.4K2026-10-21
Plan A Wealth LLC
INCREASED673660+13+2%$791.6K$778.7K-$12.9K2026-10-08
Financial Perspectives, Inc
INCREASED671641+30+5%$768.8K$776.4K+$7.6K2026-11-03
MFG Investments, LLC
NEW668—+668——$772.9K—2026-10-30
Stevens Capital Partners
INCREASED668501+167+33%$600.9K$772.6K+$171.8K2026-10-29
Acorn Wealth Advisors, LLC
INCREASED668620+48+8%$744.0K$772.4K+$28.4K2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED667677-10-1%$810.1K$771.3K-$38.8K2026-10-13
Gen-Wealth Partners Inc
DECREASED666817-151-18%$979.5K$770.3K-$209.2K2026-11-04
Shoker Investment Counsel, Inc.
DECREASED666668-20%$801.8K$771.3K-$30.5K2026-11-04
Clark Asset Management, LLC
DECREASED665756-91-12%$906.8K$769.3K-$137.4K2026-10-19
Willow Creek Wealth Management Inc.
DECREASED663706-43-6%$846.8K$767.1K-$79.7K2026-10-26
Waystone Advisors LLC
UNCHANGED66066000%$791.6K$791.6K$02026-10-16
Leeward Financial Partners, LLC
UNCHANGED65965900%$790.4K$762.5K-$27.9K2026-10-23
W.H. Cornerstone Investments Inc.
UNCHANGED65965900%$790.3K$763.0K-$27.3K2026-11-03
GGM Financial LLC
UNCHANGED65665600%$786.2K$759.5K-$26.8K2026-11-05
Astra Wealth Partners LLC
INCREASED655358+297+83%$429.4K$757.9K+$328.5K2026-11-06
BetterWealth, LLC
UNCHANGED65465400%$784.2K$756.5K-$27.7K2026-10-15
UMB Private Wealth Management, LLC
NEW652—+652——$754.5K—2026-10-19
Richard P Slaughter Associates Inc
DECREASED652684-32-5%$820.4K$754.9K-$65.5K2026-10-13
Southland Equity Partners LLC
DECREASED650693-43-6%$830.8K$751.7K-$79.1K2026-10-14
Montgomery Investment Management Inc
UNCHANGED65065000%$779.6K$752.1K-$27.5K2026-10-26
Southern Michigan Bank & Trust
INCREASED649640+9+1%$767.6K$750.9K-$16.7K2026-10-19
Carmel Capital Partners, LLC
INCREASED649647+2+0%$776.0K$750.9K-$25.1K2026-11-03
MMA Asset Management LLC
INCREASED647629+18+3%$754.4K$748.6K-$5.8K2026-11-02
Bank of Stockton
DECREASED642672-30-4%$806.0K$742.8K-$63.2K2026-10-20
Tableaux LLC
INCREASED641229+412+180%$274.7K$741.7K+$467.0K2026-10-23
Walled Lake Planning & Wealth Management, LLC
INCREASED641568+73+13%$681.4K$742.1K+$60.6K2026-10-29
BNB Wealth Management, LLC
INCREASED641616+25+4%$738.4K$741.5K+$3.0K2026-10-28
Navigate Wealth Management, LLC
INCREASED641633+8+1%$746.9K$756.5K+$9.5K2026-10-14
Independent Wealth Network Inc.
INCREASED638530+108+20%$635.7K$738.2K+$102.5K2026-10-19
TCP Asset Management, LLC
INCREASED638544+94+17%$652.5K$729.7K+$77.2K2026-10-14
Somerset Trust Co
UNCHANGED63663600%$762.8K$735.9K-$26.9K2026-10-13
Everest Financial Group LLC
INCREASED635602+33+5%$722.6K$735.4K+$12.9K2026-11-06
Howard Wealth Management, LLC
DECREASED635641-6-1%$769.2K$735.6K-$33.7K2026-10-28
North Forty Two & Co.
DECREASED631641-10-2%$768.8K$730.1K-$38.7K2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED628192+436+227%$231.0K$726.9K+$495.9K2026-10-16
Catalyst Private Wealth, LLC
INCREASED628601+27+4%$720.9K$726.6K+$5.8K2026-10-13
Progressive Investment Management Corp
UNCHANGED62862800%$753.2K$726.6K-$26.6K2026-10-26
TFB Advisors LLC
DECREASED626816-190-23%$978.7K$724.3K-$254.4K2026-11-02
Outlook Wealth Advisors, LLC
INCREASED625621+4+1%$744.9K$723.2K-$21.7K2026-10-28
Gibraltar Capital Management, Inc.
INCREASED622498+124+25%$596.8K$719.2K+$122.4K2026-10-27
Buck Wealth Strategies, LLC
DECREASED622660-38-6%$791.0K$719.9K-$71.1K2026-10-28
Elite Life Management LLC
INCREASED622617+5+1%$721.2K$848.2K+$127.0K2026-11-06
Financial Freedom, LLC
INCREASED622621+1+0%$745.2K$719.4K-$25.8K2026-11-06
Arch Global Advisors, LLC
INCREASED621574+47+8%$688.5K$718.6K+$30.1K2026-10-23
Dupree Financial Group, LLC
UNCHANGED62062000%$743.6K$717.4K-$26.3K2026-10-09
Kendall Capital Management
DECREASED619819-200-24%$982.3K$716.2K-$266.1K2026-10-23
Lorne Steinberg Wealth Management Inc.
DECREASED619629-10-2%$754.4K$716.2K-$38.2K2026-10-23
Brooklyn FI, LLC
NEW617—+617——$874.9K—2026-11-05
Northstar Asset Management Co
UNCHANGED61761700%$738.0K$784.1K+$46.1K2026-10-22
Private Management Group Inc
INCREASED615552+63+11%$662.2K$711.7K+$49.5K2026-11-04
Sfam, LLC
DECREASED614714-100-14%$856.4K$710.4K-$145.9K2026-11-03
Wormser Freres Gestion
INCREASED607560+47+8%$671.2K$702.3K+$31.2K2026-10-21
Goldstein Advisors, LLC
INCREASED606525+81+15%$629.7K$701.2K+$71.5K2026-10-15
First Interstate Bank
INCREASED606555+51+9%$665.7K$701.2K+$35.5K2026-10-23
Robinson Smith Wealth Advisors LLC
INCREASED606587+19+3%$704.1K$701.2K-$2.9K2026-10-22
Keener Financial Planning LLC
DECREASED605613-8-1%$735.0K$700.0K-$35.0K2026-11-06
WJ Wealth Management, LLC
UNCHANGED60560500%$725.7K$700.0K-$25.6K2026-11-03
Bank of New Hampshire
UNCHANGED60560500%$725.7K$700.0K-$25.6K2026-10-06
LEE Danner & Bass Inc
INCREASED604600+4+1%$719.7K$698.9K-$20.8K2026-10-27
Continuum Wealth Advisors, LLC
DECREASED603634-31-5%$760.4K$697.7K-$62.7K2026-10-20
Noble Wealth Management PBC
UNCHANGED60360300%$723.5K$698.0K-$25.5K2026-10-01
Petros Family Wealth, LLC
INCREASED601577+24+4%$692.1K$695.4K+$3.3K2026-10-28
Schorn Wealth LLC
DECREASED601608-7-1%$729.5K$694.9K-$34.6K2026-10-14
Wingate Wealth Advisors, Inc.
INCREASED600567+33+6%$680.3K$694.5K+$14.2K2026-10-26
Fairscale Capital, LLC
INCREASED600596+4+1%$714.9K$850.5K+$135.7K2026-11-04
B&D White Capital Company, LLC
UNCHANGED60060000%$719.7K$694.2K-$25.4K2026-11-02
Rayburn West Financial Services LLC
UNCHANGED60060000%$719.7K$694.2K-$25.4K2026-11-03
Directional Asset Management
INCREASED596575+21+4%$689.9K$690.1K+$1582026-10-22
Cpwa, LLC
DECREASED596598-20%$717.8K$704.4K-$13.4K2026-11-04
Berman McAleer LLC
UNCHANGED59559500%$713.2K$688.0K-$25.2K2026-10-16
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED59459400%$712.5K$687.3K-$25.2K2026-10-30
ADE, LLC
INCREASED593587+6+1%$704.1K$686.1K-$17.9K2026-10-29
Convergence Investment Partners, LLC
DECREASED591592-10%$710.2K$684.0K-$26.2K2026-10-28
Fermata Advisors, LLC
INCREASED590524+66+13%$628.9K$683.1K+$54.2K2026-10-13
WT Wealth Management
DECREASED590645-55-9%$773.6K$682.6K-$91.0K2026-10-13
Harrell Investment Partners, LLC
INCREASED589584+5+1%$701.0K$681.2K-$19.8K2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED588571+17+3%$685.4K$680.4K-$4.9K2026-10-20
Alliance Wealth Advisors, LLC
DECREASED586651-65-10%$780.8K$678.0K-$102.8K2026-10-14
General Partner, Inc.
UNCHANGED58558500%$701.7K$676.9K-$24.8K2026-10-05
Verity Asset Management, Inc.
INCREASED584569+15+3%$682.3K$675.8K-$6.5K2026-10-30
TPG Advisors LLC
UNCHANGED58458400%$700.5K$675.7K-$24.7K2026-10-16
Juncture Wealth Strategies, LLC
DECREASED581612-31-5%$734.1K$672.4K-$61.6K2026-10-06
Capital Advantage, Inc.
INCREASED580557+23+4%$668.4K$671.4K+$3.0K2026-10-14
Seamount Financial Group Inc
UNCHANGED57957900%$694.5K$669.9K-$24.5K2026-10-21
TSA Wealth Managment LLC
INCREASED578515+63+12%$617.7K$668.8K+$51.1K2026-10-22
Morey & Quinn Wealth Partners, LLC
DECREASED577603-26-4%$723.3K$667.6K-$55.6K2026-10-28
Eurizon SLJ Capital Ltd
DECREASED576636-60-9%$762.8K$666.5K-$96.4K2026-11-06
Byrne Asset Management LLC
INCREASED576517+59+11%$620.1K$662.4K+$42.2K2026-10-06
RBA Wealth Management, LLC
NEW575—+575——$665.3K—2026-10-28
Wiser Wealth Management, Inc
INCREASED573525+48+9%$629.7K$663.0K+$33.3K2026-10-14
Arbor Investment Advisors, LLC
DECREASED573601-28-5%$721.1K$663.3K-$57.9K2026-10-26
TL Private Wealth
UNCHANGED57357300%$707.9K$677.6K-$30.3K2026-10-13
Destiny Wealth Partners, LLC
NEW572—+572——$807.1K—2026-11-05
GR Financial Group, LLC
INCREASED572568+4+1%$681.8K$662.2K-$19.6K2026-10-27
Cogent Private Wealth, Inc.
INCREASED571530+41+8%$635.9K$660.9K+$25.0K2026-11-06
ARQ Wealth Advisors, LLC
INCREASED571536+35+7%$623.4K$660.7K+$37.3K2026-10-29
Discipline Wealth Solutions, LLC
INCREASED571564+7+1%$676.5K$660.7K-$15.8K2026-10-14
Financial Planning Hawaii, Inc.
INCREASED570563+7+1%$675.6K$659.9K-$15.8K2026-10-13
Atwood & Palmer Inc
UNCHANGED56856800%$681.3K$657.2K-$24.1K2026-10-08
One Day In July LLC
INCREASED567558+9+2%$669.3K$656.1K-$13.2K2026-10-30
Arlington Financial Advisors, LLC
INCREASED565508+57+11%$609.3K$653.8K+$44.4K2026-10-19
Lexington Hill Partners, LLC
INCREASED564550+14+3%$659.5K$652.0K-$7.5K2026-10-13
Rebalance, LLC
DECREASED564569-5-1%$682.5K$652.6K-$29.9K2026-10-22
Vicus Capital
DECREASED563584-21-4%$700.4K$651.0K-$49.3K2026-11-05
Willow Creek Capital Management, Inc.
UNCHANGED56156100%$672.5K$672.5K$02026-10-16
Solano Wealth Investment Advisors LLC
UNCHANGED56056000%$672.1K$648.4K-$23.7K2026-11-06
Dogwood Wealth Management LLC
DECREASED556746-190-25%$894.8K$643.3K-$251.4K2026-11-09
Nautilus Advisors LLC
INCREASED555508+47+9%$604.3K$641.7K+$37.4K2026-10-07
Charter Capital Management, Llc\de
DECREASED553616-63-10%$739.3K$640.0K-$99.4K2026-10-28
Tarbox Family Office, Inc.
UNCHANGED55355300%$663.3K$639.9K-$23.4K2026-10-23
IAG Wealth Partners, LLC
DECREASED552612-60-10%$734.1K$638.7K-$95.3K2026-11-06
3 Factor Indexing, LLC
DECREASED552572-20-3%$686.1K$638.7K-$47.4K2026-10-15
Veratis Advisors, Inc.
INCREASED551451+100+22%$540.9K$637.6K+$96.6K2026-11-03
Sierra Ocean, LLC
DECREASED550558-8-1%$669.1K$636.2K-$32.9K2026-11-03
Paradigm Asset Management Co LLC
UNCHANGED55055000%$659.7K$636.4K-$23.3K2026-11-05
Colonial River Investments, LLC
INCREASED549500+49+10%$599.7K$635.2K+$35.5K2026-10-19
Hidden Cove Wealth Management, LLC
INCREASED549534+15+3%$640.5K$635.2K-$5.3K2026-10-19
Wealthcare Capital Partners, LLC
UNCHANGED54954900%$658.5K$635.5K-$23.0K2026-10-21
Enclave Advisors LLC
DECREASED548602-54-9%$722.6K$634.6K-$88.0K2026-10-14
Woodward Diversified Capital, LLC
INCREASED547514+33+6%$616.6K$633.1K+$16.4K2026-10-21
Atala Financial Inc
INCREASED547537+10+2%$644.1K$632.9K-$11.2K2026-10-22
Alta Capital Management LLC/
DECREASED5441,026-482-47%$1.2M$629.5K-$601.2K2026-10-26
Community Bank & Trust, Waco, Texas
INCREASED544511+33+6%$613.0K$629-$612.4K2026-10-19
Creative Capital Management Investments LLC
INCREASED544520+24+5%$623.7K$629.5K+$5.7K2026-10-28
Tucker Asset Management LLC
INCREASED542252+290+115%$302.0K$627.7K+$325.7K2026-10-29
Genesis Private Wealth, LLC
DECREASED542585-43-7%$701.7K$627.1K-$74.5K2026-11-02
MeadowBrook Investment Advisors LLC
DECREASED542566-24-4%$678.9K$708.2K+$29.3K2026-10-29
Aspetuck Financial Management LLC
INCREASED537511+26+5%$612.9K$621.4K+$8.4K2026-11-04
GreatBanc Trust Co
INCREASED537535+2+0%$641.7K$621.4K-$20.3K2026-11-04
Carter Financial Group, Inc.
NEW536—+536——$620.7K—2026-10-21
Aspen Wealth Management LLC
INCREASED536379+157+41%$454.8K$620.7K+$165.9K2026-10-14
Coston, McIsaac & Partners
INCREASED536530+6+1%$636.0K$620.8K-$15.2K2026-11-06
Avail Investment Partners, LLC
INCREASED536534+2+0%$640.6K$620.3K-$20.3K2026-10-16
Prosperity Planning, Inc.
INCREASED535508+27+5%$609.3K$619.5K+$10.2K2026-10-09
Wealth Analytics Partners, LLC
INCREASED535525+10+2%$605.1K$619.0K+$14.0K2026-10-19
W Advisors, LLC
INCREASED535533+2+0%$639.3K$619.0K-$20.3K2026-11-02
Spectrum Planning & Advisory Services Inc.
INCREASED534235+299+127%$281.8K$618.5K+$336.6K2026-11-05
Thayer Partners, LLC / MA
DECREASED533537-4-1%$644.5K$616.4K-$28.1K2026-11-06
Wedgewood Investors Inc
INCREASED532489+43+9%$586.5K$615.6K+$29.0K2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED53253200%$637.7K$615.9K-$21.8K2026-10-29
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED531532-10%$638.1K$614.4K-$23.7K2026-11-03
Share Andrew L.
NEW530—+530——$613.3K—2026-11-06
Hall Laurie J Trustee
DECREASED530625-95-15%$749.6K$613.3K-$136.4K2026-10-06
MBA Advisors LLC
DECREASED530573-43-7%$687.3K$613.3K-$74.0K2026-10-29
Access Financial Services, Inc.
DECREASED530561-31-6%$672.9K$613.3K-$59.6K2026-11-09
Keystone Wealth Services, LLC
INCREASED529518+11+2%$621.2K$627.0K+$5.8K2026-11-03
Box Hill Private Wealth LLC
INCREASED528520+8+2%$623.5K$610.6K-$13.0K2026-10-05
Carlson Financial, Inc.
INCREASED528526+2+0%$632.9K$611.4K-$21.5K2026-11-05
Staley Capital Advisers Inc
INCREASED526313+213+68%$375.4K$608.6K+$233.2K2026-11-06
Horst & Graben Wealth Management LLC
DECREASED526612-86-14%$729.0K$609.0K-$120.0K2026-11-02
Davidson Trust Co
DECREASED525527-20%$632.1K$607.5K-$24.6K2026-10-09
Triune Financial Partners, LLC
INCREASED524515+9+2%$617.4K$606.0K-$11.4K2026-11-03
Pacific Capital Wealth Advisors, Inc.
INCREASED523475+48+10%$569.7K$605.2K+$35.4K2026-10-22
Jnba Financial Advisors
INCREASED522450+72+16%$539.7K$604.0K+$64.3K2026-11-03
Lakeside Advisors, Inc.
UNCHANGED52252200%$626.1K$604.0K-$22.1K2026-10-20
Northern Lights Advisors, Inc.
DECREASED520542-22-4%$650.3K$601.7K-$48.6K2026-10-21
McClarren Financial Advisors, Inc.
UNCHANGED52052000%$623.7K$601.7K-$22.0K2026-10-15
Jacksonville Wealth Management, LLC
INCREASED518505+13+3%$605.7K$599.4K-$6.3K2026-10-30
Warburton Capital Management, LLC
INCREASED517472+45+10%$566.0K$728.6K+$162.6K2026-11-06
American Capital Advisory, LLC
DECREASED517519-20%$622.5K$598.2K-$24.3K2026-10-28
Platt Wealth Management LLC
DECREASED516528-12-2%$633.0K$597-$632.4K2026-11-04
Asempa Wealth Advisors
INCREASED516515+1+0%$618.3K$593.2K-$25.0K2026-10-07
Gill Capital Partners, LLC
UNCHANGED51651600%$619.1K$597.2K-$21.9K2026-10-13
Trust Co of Oklahoma
DECREASED514569-55-10%$682.5K$594.7K-$87.7K2026-10-15
Rainier Family Wealth Inc
INCREASED514483+31+6%$579.3K$594.7K+$15.4K2026-11-02
Index Fund Advisors, Inc.
INCREASED513505+8+2%$605.6K$593.1K-$12.5K2026-11-05
Madison Park Capital Advisors, LLC
INCREASED513512+1+0%$614.0K$594.0K-$20.0K2026-10-28
Trust Co
INCREASED512503+9+2%$603.3K$592.4K-$10.9K2026-10-09
Mainsail Asset Management, LLC
DECREASED510523-13-2%$616.2K$590.3K-$25.9K2026-10-14
Cushing Capital Partners, LLC
NEW509—+509——$589.3K—2026-10-20
Griffith & Werner, Inc.
UNCHANGED50950900%$611.0K$589.4K-$21.6K2026-11-04
Pembroke Management, LTD
INCREASED508487+21+4%$584.1K$587.8K+$3.7K2026-10-21
First Growth Capital LLC
DECREASED508509-10%$610.7K$588.0K-$22.7K2026-10-15
Banque de Luxembourg S.A.
UNCHANGED50850800%$609.3K$587.8K-$21.5K2026-10-14
Manske Wealth Management
DECREASED507549-42-8%$658.5K$586.6K-$71.8K2026-10-26
PTM Wealth Management, LLC
UNCHANGED50650600%$604.8K$586.1K-$18.7K2026-10-23
Rhodes Investment Advisors Inc
UNCHANGED50550500%$605.7K$584.3K-$21.4K2026-10-07
Foundry Financial LLC
INCREASED503468+35+7%$561.4K$581.7K+$20.3K2026-10-16
Shah Wealth Advisors, LLC
NEW501—+501——$579.7K—2026-11-06
Quaker Wealth Management, LLC
INCREASED501466+35+8%$559.2K$579.7K+$20.5K2026-10-22
Diligent Investors, LLC
INCREASED501468+33+7%$561.5K$579.8K+$18.4K2026-10-21
Carbahal Olsen Financial Services Group, LLC
DECREASED501514-13-3%$616.5K$579.7K-$36.8K2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED5001,500-1,000-67%$1.8M$578.5K-$1.2M2026-11-04
Marks Group Wealth Management, Inc
DECREASED5001,445-945-65%$1.7M$578.1K-$1.2M2026-11-05
Old Peak Finance LLC
INCREASED499473+26+6%$567.6K$577.8K+$10.2K2026-11-02
G&S Capital LLC
UNCHANGED49849800%$597.3K$576.2K-$21.1K2026-10-23
Echo45 Advisors LLC
INCREASED497409+88+22%$490.7K$575.2K+$84.5K2026-10-07
Kaufman Rossin Wealth, LLC
INCREASED495265+230+87%$322.0K$572.3K+$250.3K2026-10-19
Joseph P. Lucia & Associates, LLC
INCREASED494484+10+2%$580.9K$571.7K-$9.2K2026-10-30
Lawood & Co
DECREASED493505-12-2%$605.7K$570.4K-$35.3K2026-10-09
CDM Financial Counseling Services, Inc.
INCREASED492483+9+2%$579.3K$569.3K-$10.0K2026-10-15
Kachkovsky & Fisher, Inc.
INCREASED489479+10+2%$574.8K$565.7K-$9.0K2026-10-21
Rubicon Advisors, GP
UNCHANGED48948900%$586.1K$565.4K-$20.6K2026-10-23
Precedent Wealth Partners, LLC
INCREASED487377+110+29%$452.2K$563.8K+$111.6K2026-10-21
Obsidian CIO, LLC
INCREASED486436+50+11%$523.2K$561.8K+$38.6K2026-11-05
Sterling Wealth Management, Inc.
UNCHANGED48648600%$583.0K$562.4K-$20.6K2026-10-23
Financial Planning Navigators Corp
INCREASED485472+13+3%$566.2K$561.2K-$4.9K2026-10-14
PFG Private Wealth Management, LLC
DECREASED484525-41-8%$629.7K$560.5K-$69.2K2026-10-15
Advanced Asset Management Advisors Inc
UNCHANGED48448400%$580.8K$560.3K-$20.5K2026-10-20
WMG Financial Advisors, LLC
UNCHANGED48448400%$580.5K$580.5K$02026-10-28
Silvia Mccoll Wealth Management, LLC
UNCHANGED48248200%$578.1K$557.7K-$20.4K2026-10-07
Strata Wealth Advisors, LLC
INCREASED481459+22+5%$550.5K$556.6K+$6.0K2026-10-16
Arkfeld Wealth Strategies, L.L.C.
DECREASED480580-100-17%$695.7K$570.5K-$125.1K2026-10-19
Hill Island Financial LLC
INCREASED480468+12+3%$561.4K$555.5K-$5.9K2026-10-20
Instrumental Wealth, LLC
INCREASED479453+26+6%$543.6K$553.8K+$10.2K2026-10-20
Sound Portfolio Advisors, LLC
DECREASED479484-5-1%$580.5K$554.2K-$26.3K2026-11-05
Advisor Resource Council
INCREASED478408+70+17%$489.6K$546.4K+$56.8K2026-11-05
Luken Investment Analytics, LLC
UNCHANGED47847800%$573.3K$553.1K-$20.2K2026-11-06
LightSquare Wealth Management, LLC
UNCHANGED47347300%$567.9K$547.9K-$20.1K2026-11-03
Garner Asset Management Corp
DECREASED472503-31-6%$603.3K$603.8K+$4412026-10-30
BancFirst Trust & Investment Management
DECREASED471603-132-22%$741.6K$558.0K-$183.7K2026-10-30
Hughes Financial Services, LLC
INCREASED471443+28+6%$530.8K$646.4K+$115.6K2026-10-30
Gaddis Premier Wealth Advisors LLC
INCREASED471445+26+6%$533.8K$545.0K+$11.1K2026-10-29
Tannin Capital LLC
INCREASED470431+39+9%$517.0K$543.8K+$26.9K2026-11-05
McElhenny Sheffield Capital Management, LLC
INCREASED469433+36+8%$519.4K$542.7K+$23.3K2026-11-06
Artemis Wealth Advisors, LLC
INCREASED467445+22+5%$533.7K$540.4K+$6.6K2026-11-05
Wilkins Miller Wealth Management, LLC
DECREASED467470-3-1%$563.7K$540.4K-$23.4K2026-10-13
Nova Financial LLC
NEW466—+466——$539.2K—2026-11-04
ACT Advisors, Llc.
INCREASED466387+79+20%$464.7K$538.6K+$73.9K2026-10-15
Tennessee Valley Asset Management Partners
DECREASED465467-20%$560.6K$538.6K-$22.0K2026-11-03
Polaris Financial Partners
NEW464—+464——$551—2026-10-02
Cresta Advisors, Ltd.
DECREASED464527-63-12%$632.1K$536.9K-$95.2K2026-10-14
Mcrae Capital Management Inc
DECREASED464465-10%$557.3K$537.7K-$19.7K2026-10-15
25 LLC
DECREASED463551-88-16%$660.9K$535.7K-$125.2K2026-10-13
Royal Harbor Partners, LLC
DECREASED463473-10-2%$567.3K$535.7K-$31.6K2026-10-29
Cape Investment Advisory, Inc.
DECREASED463464-10%$557.0K$536.2K-$20.8K2026-10-13
Welch Financial Planning, LLC
INCREASED460313+147+47%$375.3K$532.1K+$156.8K2026-11-06
KTF Investments, LLC
DECREASED460475-15-3%$569.7K$532.3K-$37.5K2026-10-23
Shelter Rock Management, LLC
DECREASED460474-14-3%$568.6K$532.3K-$36.3K2026-10-09
Financial Symmetry Inc
INCREASED459342+117+34%$410.2K$531.1K+$120.9K2026-10-06
Cornerstone Planning Group LLC
INCREASED459450+9+2%$523.2K$541.6K+$18.4K2026-10-16
TigerOak Management, L.L.C.
DECREASED458478-20-4%$573.3K$529.9K-$43.4K2026-10-23
Cornerstone Management, Inc.
DECREASED458461-3-1%$553.0K$530.0K-$23.0K2026-10-16
Bell Investment Advisors, Inc
INCREASED457450+7+2%$539.7K$528.8K-$11.0K2026-10-29
Hoge Financial Services, LLC
INCREASED455444+11+2%$532.6K$526.3K-$6.4K2026-11-05
Ridgewood Investments LLC
INCREASED455445+10+2%$533.7K$526.5K-$7.3K2026-10-05
KFA Private Wealth Group, LLC
INCREASED455452+3+1%$542.5K$527.1K-$15.4K2026-10-07
Capital Management Associates, Inc
INCREASED455454+1+0%$545.0K$526.5K-$18.5K2026-10-20
Roberts Wealth Advisors, LLC
DECREASED454455-10%$546.1K$525.6K-$20.4K2026-10-14
Baring Financial LLC
INCREASED453399+54+14%$478.7K$524.4K+$45.7K2026-10-07
Wakefield Asset Management Lllp
INCREASED453447+6+1%$536.1K$524.2K-$12.0K2026-11-05
Bond & Devick Financial Network, Inc.
INCREASED452364+88+24%$436.6K$523.0K+$86.4K2026-10-23
Private Wealth Group, LLC
DECREASED451873-422-48%$1.0M$521.8K-$525.3K2026-10-19
Prospect Financial Group LLC
DECREASED451542-91-17%$650.1K$521.8K-$128.2K2026-11-05
BKM Wealth Management, LLC
INCREASED450408+42+10%$489.4K$520.7K+$31.3K2026-10-22
Boyd Wealth Management, LLC
NEW449—+449——$519.5K—2026-10-20
Maltin Wealth Management, Inc.
INCREASED449440+9+2%$527.8K$519.2K-$8.6K2026-10-13
Reap Financial Group, LLC
DECREASED448502-54-11%$602.5K$518.1K-$84.4K2026-11-02
Aerodigm Wealth, LLC
DECREASED448484-36-7%$580.5K$518.9K-$61.6K2026-10-16
Seaside Wealth Management, Inc.
DECREASED447711-264-37%$852.8K$517.2K-$335.6K2026-11-09
Spinnaker Investment Group, LLC
DECREASED446473-27-6%$567.6K$516.3K-$51.2K2026-10-13
Spectrum Asset Management, Inc. (NB )
DECREASED445449-4-1%$538.5K$514.9K-$23.6K2026-10-19
Finward Bancorp
UNCHANGED44544500%$533.7K$514.9K-$18.8K2026-10-14
Capstone Wealth Management Group, LLC
DECREASED443450-7-2%$539.9K$337.7K-$202.1K2026-11-05
Capital CS Group, LLC
NEW441—+441——$510.3K—2026-10-29
LifeGoal Investments, LLC
DECREASED441482-41-9%$578.2K$510.3K-$67.8K2026-10-09
Avise Financial Cooperative, Inc.
DECREASED440441-10%$528.5K$508.7K-$19.8K2026-11-09
Winebrenner Capital Management LLC
UNCHANGED43943900%$526.6K$508.0K-$18.6K2026-10-07
Narus Financial Partners, LLC
UNCHANGED43743700%$524.2K$505.6K-$18.5K2026-10-19
Manchester Financial Inc
DECREASED436467-31-7%$560.2K$504.8K-$55.4K2026-10-15
First Fiduciary Investment Counsel, Inc.
UNCHANGED43543500%$522.0K$503-$521.5K2026-10-27
Taylor Securities Services, Inc.
INCREASED433408+25+6%$488.8K$501.2K+$12.4K2026-10-20
Prospera Capital Management, LLC
NEW432—+432——$499.9K—2026-10-19
R. W. Roge & Company, Inc.
DECREASED432470-38-8%$563.0K$499-$562.5K2026-11-04
Peirce Capital Management, LLC
INCREASED432403+29+7%$483.4K$499.9K+$16.5K2026-10-19
Steinberganna Wealth Management
DECREASED431959-528-55%$1.1M$499.2K-$650.5K2026-10-23
Cardinal Strategic Wealth Guidance
DECREASED431481-50-10%$576.9K$498.7K-$78.2K2026-11-02
Global Wealth Strategies & Associates
INCREASED430331+99+30%$397.1K$497.7K+$100.5K2026-10-02
Heartwood Wealth Advisors LLC
INCREASED430392+38+10%$470.2K$497.5K+$27.4K2026-10-05
Fifth Third Securities, Inc.
NEW427—+427——$494.1K—2026-10-21
tru Independence LLC
INCREASED427398+29+7%$476.8K$493.6K+$16.9K2026-10-20
Rainey & Randall Wealth Advisors Inc.
INCREASED427407+20+5%$488.2K$494.2K+$6.0K2026-10-26
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED427429-20%$514.5K$494.1K-$20.4K2026-10-29
Pine Haven Investment Counsel, Inc
UNCHANGED42742700%$512.2K$494.1K-$18.1K2026-11-02
Cascade Investment Group, Inc.
INCREASED426416+10+2%$499.0K$492.9K-$6.0K2026-10-13
Renasant Bank
INCREASED426423+3+1%$507.4K$492.9K-$14.4K2026-11-05
Meriwether Wealth & Planning, LLC
INCREASED426425+1+0%$509.8K$492.9K-$16.8K2026-10-13
Intergy Private Wealth, LLC
DECREASED426427-10%$512.2K$492.9K-$19.2K2026-10-16
PVG Asset Management Corp
INCREASED425345+80+23%$413.8K$491.8K+$78.0K2026-10-19
Fidelity D & D Bancorp Inc
UNCHANGED42542500%$509.8K$491.8K-$18.0K2026-11-05
Level Financial Advisors
DECREASED424447-23-5%$536.0K$491.0K-$45.0K2026-10-13
AdviceOne Advisory Services, LLC
INCREASED424417+7+2%$500.5K$491.0K-$9.5K2026-10-19
Strategic Family Wealth Counselors, L.L.C.
DECREASED423433-10-2%$519.4K$489.4K-$29.9K2026-10-29
Stonekeep Investments, LLC
UNCHANGED42342300%$507$489.4K+$488.9K2026-10-15
Altar Rock LLC
INCREASED421419+2+0%$502.6K$496.5K-$6.1K2026-11-06
RTD Financial Advisors, Inc.
DECREASED420461-41-9%$552.9K$486.0K-$67.0K2026-10-09
Vision Financial Markets LLC
INCREASED420380+40+11%$455.8K$486.0K+$30.2K2026-10-22
WestHill Financial Advisors, Inc.
NEW419—+419——$484.8K—2026-10-14
WPG Advisers, LLC
INCREASED419404+15+4%$484.6K$484.8K+$2472026-10-27
Opus Capital Group, LLC
DECREASED418593-175-30%$711.0K$484-$710.5K2026-10-30
TMB Capital Partners, LLC
INCREASED418410+8+2%$491.8K$483.9K-$7.9K2026-10-20
R Squared Ltd
DECREASED417560-143-26%$671.7K$482.5K-$189.2K2026-11-06
Sentinel Advisory Group, LLC
INCREASED417398+19+5%$477.7K$482.8K+$5.1K2026-10-20
RS Crum Inc.
UNCHANGED41741700%$500.3K$482.8K-$17.5K2026-10-19
Primoris Wealth Advisors, LLC
DECREASED4162,666-2,250-84%$3.2M$481.3K-$2.7M2026-10-28
Park Capital Management, LLC / WI
DECREASED416489-73-15%$586.2K$481.0K-$105.2K2026-10-13
Crescent Sterling, Ltd.
INCREASED416384+32+8%$460.6K$481.3K+$20.8K2026-10-16
Adelphi Trust Co
DECREASED415568-153-27%$681.3K$480.2K-$201.1K2026-10-05
True Wealth Design, LLC
INCREASED415397+18+5%$476.1K$480.2K+$4.0K2026-10-13
Quad-Cities Investment Group, LLC
INCREASED414413+1+0%$495.4K$478.6K-$16.8K2026-10-16
Wernau Asset Management Inc.
UNCHANGED41441400%$497.0K$479.4K-$17.5K2026-10-19
Mission Financial Group, LLC
INCREASED413348+65+19%$417.3K$478.2K+$60.9K2026-10-21
Andina Capital Management, LLC
INCREASED413386+27+7%$463.0K$477.9K+$14.9K2026-10-21
Braun-Bostich & Associates Inc.
INCREASED413411+2+0%$493.0K$477.9K-$15.1K2026-10-20
Castleview Partners, LLC
DECREASED412909-497-55%$1.1M$476.7K-$613.6K2026-10-09
Capital Planning LLC
UNCHANGED41241200%$493.7K$476.6K-$17.0K2026-10-09
Kooman & Associates
INCREASED411386+25+6%$463.0K$475.6K+$12.6K2026-10-21
Solidarity Wealth, LLC
INCREASED409344+65+19%$412.6K$473.2K+$60.6K2026-10-15
Clark Financial Services Group Inc
DECREASED409441-32-7%$528.8K$473.1K-$55.7K2026-10-19
Able Wealth Management LLC
DECREASED408482-74-15%$569.1K$465.9K-$103.2K2026-10-13
William John Sempolinski
INCREASED408359+49+14%$430.6K$472.1K+$41.5K2026-10-20
Broadway Wealth Solutions, Inc.
DECREASED406431-25-6%$517.0K$469.8K-$47.2K2026-10-21
Financial Concepts Unlimited, Inc.
UNCHANGED40640600%$487.0K$469.8K-$17.2K2026-11-06
AMI Investment Management Inc
INCREASED405261+144+55%$313.1K$468.6K+$155.6K2026-10-27
Councilor Wealth, LLC
DECREASED403446-43-10%$535.5K$466.8K-$68.7K2026-10-09
Guerra PAN Advisors, LLC
INCREASED403377+26+7%$452.2K$499.9K+$47.7K2026-10-26
WBI Investments, LLC
DECREASED402726-324-45%$870.3K$464.8K-$405.5K2026-11-05
Bright Futures Wealth Management, Llc.
DECREASED402415-13-3%$497.7K$465.3K-$32.4K2026-10-23
GenWealth Group, Inc.
UNCHANGED40140100%$481.0K$464.0K-$17.0K2026-10-16
IMPACTfolio, LLC
UNCHANGED40140100%$480.4K$463.5K-$17.0K2026-10-28
Chung Wu Investment Group, LLC
UNCHANGED40040000%$479.8K$462.8K-$16.9K2026-11-03
Closed-End Fund Advisors, Inc.
UNCHANGED40040000%$479.8K$462.8K-$16.9K2026-11-04
Cooper S Advisors, LLC
INCREASED399312+87+28%$374.2K$461.7K+$87.5K2026-11-03
Kraft, Davis & Associates, LLC
INCREASED398374+24+6%$457.2K$496.5K+$39.3K2026-10-21
Torray Investment Partners LLC
UNCHANGED39839800%$477.4K$460.5K-$16.9K2026-10-30
Wagner Wealth Management, LLC
DECREASED397404-7-2%$484.6K$459.4K-$25.2K2026-10-21
Vestor Capital, LLC
INCREASED395356+39+11%$45$125+$802026-11-04
Durante & Waters, LLC
NEW393—+393——$454.7K—2026-10-28
Arta Finance Wealth Management LLC
DECREASED393439-46-10%$526.6K$454.7K-$71.8K2026-10-28
South Shore Capital Advisors
INCREASED393387+6+2%$463.9K$454.5K-$9.4K2026-10-20
Cedar Point Capital Partners, LLC
INCREASED390337+53+16%$404.2K$451.3K+$47.1K2026-10-29
S&A Financial Services, Inc.
DECREASED390425-35-8%$509.6K$451.3K-$58.3K2026-11-03
Carnegie Lake Advisors LLC
INCREASED390371+19+5%$445.0K$451.3K+$6.3K2026-11-06
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED390392-2-1%$455.9K$500.6K+$44.7K2026-10-21
Lodestone Wealth Management LLC
INCREASED389354+35+10%$425.0K$449.9K+$24.9K2026-10-14
Ares Financial Consulting, LLC
INCREASED388379+9+2%$454.7K$449.1K-$5.6K2026-10-19
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED38738700%$464.2K$447.8K-$16.4K2026-10-27
Xcel Wealth Management, LLC
DECREASED386394-8-2%$472.6K$446.6K-$25.9K2026-10-26
Avid Wealth Partners LLC
INCREASED385376+9+2%$451.0K$445.5K-$5.5K2026-11-03
CLG LLC
INCREASED384359+25+7%$430.9K$444.8K+$14.0K2026-10-13
Proathlete Wealth Management LLC
INCREASED383232+151+65%$279.2K$444.3K+$165.0K2026-10-15
Kohmann Bosshard Financial Services, LLC
DECREASED383385-2-1%$461.8K$442.1K-$19.8K2026-11-04
Henderson Brothers Financial Partners, LLC
INCREASED382361+21+6%$433.0K$442.0K+$9.0K2026-11-03
Jackson Creek Investment Advisors LLC
DECREASED382385-3-1%$442$442$02026-11-04
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED38165+316+486%$78.0K$440.8K+$362.9K2026-11-06
4Wealth Advisors, Inc.
DECREASED380669-289-43%$823.2K$450.3K-$372.9K2026-10-13
West Wealth Group, LLC
INCREASED380361+19+5%$433.4K$439.5K+$6.0K2026-10-14
Global View Capital Management LLC
DECREASED379420-41-10%$503.8K$438.5K-$65.2K2026-10-28
Copper Harbor Investment Advisors, LLC
UNCHANGED37937900%$454.6K$438.5K-$16.1K2026-10-16
Winter & Associates, Inc.
INCREASED377360+17+5%$431.2K$483.4K+$52.2K2026-10-23
Dynamic Wealth Strategies, LLC
INCREASED377365+12+3%$437.8K$436.2K-$1.6K2026-10-16
Absolute Capital Management, LLC
INCREASED375240+135+56%$288.0K$434.7K+$146.7K2026-10-16
Norris Perne & French LLP
DECREASED374963-589-61%$1.2M$432.2K-$722.3K2026-10-23
Clark Wealth Partners
INCREASED374353+21+6%$423.4K$432.7K+$9.3K2026-10-19
Accelerate Investment Advisors LLC
DECREASED374389-15-4%$466.8K$432.2K-$34.7K2026-11-02
Pflug Koory, LLC
UNCHANGED37437400%$448.6K$432.7K-$15.8K2026-10-26
Cowa, LLC
INCREASED372370+2+1%$444.3K$431.0K-$13.4K2026-10-30
AWM Capital, LLC
INCREASED370175+195+111%$210.2K$428.4K+$218.2K2026-10-16
Tandemgrowth Financial Advisors LLC
UNCHANGED36936900%$442.6K$427.0K-$15.6K2026-11-05
American Institute for Advanced Investment Management, LLP
INCREASED367350+17+5%$419.8K$424.6K+$4.8K2026-11-03
Legacy Wealth Management, LLC / MS
DECREASED367369-2-1%$442.6K$424.6K-$17.9K2026-10-30
Veltria Advisors Corp.
INCREASED366270+96+36%$323.8K$423.5K+$99.6K2026-11-05
Arkansas Financial Group, Inc.
UNCHANGED36636600%$439.0K$423.5K-$15.5K2026-10-26
Vavra Capital Management, LLC
UNCHANGED36536500%$437.8K$422.3K-$15.5K2026-10-14
Howard Bailey Securities, LLC
DECREASED364465-101-22%$558.2K$421.6K-$136.6K2026-10-27
Madrona Financial Services, LLC
INCREASED364360+4+1%$431.8K$421.2K-$10.6K2026-10-23
Appalachian Capital Management Ltd
UNCHANGED36436400%$436.6K$421.2K-$15.4K2026-10-14
Plan Group Financial, LLC
INCREASED363249+114+46%$298.7K$466.0K+$167.3K2026-10-22
Investment Insight Wealth Management, LLC
DECREASED363381-18-5%$457.0K$420.0K-$37.0K2026-10-30
Marin Bay Wealth Advisors, LLC
INCREASED363362+1+0%$435.0K$421.1K-$13.8K2026-10-28
Stordahl Capital Management, Inc.
UNCHANGED36336300%$435.6K$420.2K-$15.4K2026-10-22
Montis Financial, LLC
INCREASED360297+63+21%$356.2K$416.5K+$60.3K2026-11-04
Blue Square Asset Management, LLC
UNCHANGED36036000%$431.8K$416.5K-$15.2K2026-11-02
Presilium Private Wealth, LLC
INCREASED358290+68+23%$347.8K$414.2K+$66.4K2026-10-26
Fonville Wealth Management LLC
INCREASED358294+64+22%$352.2K$414.5K+$62.2K2026-10-28
Collaborative Capital Advisors LLC
INCREASED358323+35+11%$387.4K$414.2K+$26.8K2026-11-06
Conrad Siegel Investment Advisors, Inc.
INCREASED358350+8+2%$419.8K$414.2K-$5.6K2026-10-08
RFG Holdings, Inc.
INCREASED358354+4+1%$424.6K$415.1K-$9.5K2026-10-30
Fearless Solutions, LLC dba Best Invest
INCREASED358355+3+1%$425.8K$414.2K-$11.6K2026-10-14
Hartmann Taylor Wealth Management, LLC
DECREASED357391-34-9%$359.6K$413.1K+$53.4K2026-10-14
Daviman Financial, LLC
DECREASED356459-103-22%$550.6K$412.5K-$138.1K2026-11-06
Abound Wealth Management
INCREASED356256+100+39%$307.4K$412.3K+$104.9K2026-10-26
Legacy Financial Group, Inc.
INCREASED356265+91+34%$317.4K$411.5K+$94.1K2026-10-21
B.O.S.S. Retirement Advisors, LLC
INCREASED356346+10+3%$415.2K$412.1K-$3.1K2026-10-26
Three Magnolias Financial Advisors, LLC
UNCHANGED35635600%$427.0K$411.9K-$15.1K2026-10-14
Strid Group, LLC
INCREASED355337+18+5%$404.3K$410.9K+$6.6K2026-10-28
Berkshire Money Management, Inc.
NEW354—+354——$409.4K—2026-10-21
Centerpoint Advisory Group
DECREASED354370-16-4%$443.8K$409.6K-$34.2K2026-10-23
Dara Capital US, Inc.
UNCHANGED35435400%$424.6K$409.6K-$15.0K2026-10-29
Cannon Financial Strategists, Inc.
UNCHANGED35435400%$425.1K$409.9K-$15.2K2026-10-19
Altus Wealth Group LLC
DECREASED353375-22-6%$449.8K$408.5K-$41.3K2026-10-20
Kellett Wealth Advisors, LLC
INCREASED352340+12+4%$407.8K$407.3K-$5142026-10-15
Pinnacle Wealth Management Group, Inc.
UNCHANGED35135100%$421.0K$406.5K-$14.5K2026-10-15
Phoenix Wealth Advisors
DECREASED350550-200-36%$659.7K$405.0K-$254.7K2026-11-03
Peak Financial Management, Inc.
INCREASED350320+30+9%$383.8K$405.0K+$21.2K2026-10-16
Ring Mountain Capital, LLC
INCREASED349330+19+6%$395.8K$403.8K+$8.0K2026-10-13
American State Bank (Iowa)
INCREASED348317+31+10%$380.2K$402.7K+$22.4K2026-11-03
Whitaker-Myers Wealth Managers, Ltd.
NEW345—+345——$398.7K—2026-10-09
Dhjj Financial Advisors, Ltd.
DECREASED345348-3-1%$417.4K$399.2K-$18.2K2026-10-23
Essential Partners LLC
DECREASED344371-27-7%$445.0K$398.0K-$47.0K2026-10-14
ShankerValleau Wealth Advisors, Inc.
UNCHANGED34434400%$412.6K$398.0K-$14.6K2026-10-16
Lountzis Asset Management, LLC
INCREASED342312+30+10%$374.2K$395.7K+$21.5K2026-10-30
Purewater Capital LLC
DECREASED342344-2-1%$412.6K$395.7K-$16.9K2026-10-23
Biltmore Wealth Management, LLC
INCREASED342341+1+0%$409.6K$395.7K-$13.9K2026-10-09
Inlight Wealth Management, LLC
NEW341—+341——$394.6K—2026-10-21
Johnson Bixby & Associates, LLC
UNCHANGED34134100%$409.0K$394.6K-$14.4K2026-10-14
Mountain Pacific Investment Advisers LLC
INCREASED340315+25+8%$377.8K$393.4K+$15.6K2026-10-29
21 West Wealth Management LLC
DECREASED340351-11-3%$421.0K$393.4K-$27.6K2026-10-13
New Capital Management LP
UNCHANGED34034000%$408.0K$393.7K-$14.4K2026-10-29
Rockline Wealth Management, LLC
UNCHANGED34034000%$407.8K$393.4K-$14.4K2026-10-26
Gerber, LLC
UNCHANGED34034000%$407.7K$393.3K-$14.4K2026-10-21
Mlp3, LLC
INCREASED339235+104+44%$282.3K$392.7K+$110.4K2026-10-22
waypoint wealth counsel
INCREASED339324+15+5%$388.6K$392.3K+$3.6K2026-10-22
Horizons Wealth Management
NEW338—+338——$391.1K—2026-10-05
Sonata Capital Group Inc
INCREASED337336+1+0%$403.5K$389.4K-$14.1K2026-10-19
Schaper Benz & Wise Investment Counsel Inc
INCREASED336316+20+6%$379.0K$388.8K+$9.8K2026-10-09
Citizens & Northern Corp
UNCHANGED33633600%$403.0K$388.8K-$14.2K2026-11-06
Financial Synergies Wealth Advisors, Inc.
INCREASED332227+105+46%$272.6K$384.3K+$111.7K2026-10-16
Silver Oak Advisory Group, Inc.
DECREASED332394-62-16%$472.0K$384.2K-$87.8K2026-11-06
True Link Financial Advisors, LLC
INCREASED331308+23+7%$369.4K$383.0K+$13.6K2026-10-27
Palatine Hill Wealth Management, LLC
UNCHANGED33133100%$397.1K$383.1K-$13.9K2026-11-03
Verus Financial Partners, Inc.
INCREASED330315+15+5%$377.4K$381.5K+$4.1K2026-10-29
Ulrich Consultants & Investment Group, LLC
NEW328—+328——$379.5K—2026-10-13
Scissortail Wealth Management, LLC
INCREASED328210+118+56%$251.9K$379.5K+$127.6K2026-11-03
Meredith Wealth Planning
DECREASED328348-20-6%$417.6K$379.9K-$37.7K2026-10-14
Good Steward Wealth Advisors,LLC
DECREASED328333-5-1%$399.4K$379.5K-$19.9K2026-11-06
Pacifica Partners Inc.
UNCHANGED32832800%$397.3K$377.2K-$20.0K2026-10-09
MQS Management LLC
NEW327—+327——$378.4K—2026-11-06
Persium Advisors, LLC
INCREASED327310+17+5%$371.8K$378.4K+$6.5K2026-10-07
Global Strategic Investment Solutions, LLC
UNCHANGED32732700%$392.3K$378.5K-$13.9K2026-10-16
Wealth Management Nebraska
DECREASED326328-2-1%$393.4K$377.2K-$16.2K2026-10-26
Lutz Financial Services LLC
DECREASED325340-15-4%$407.8K$376.1K-$31.8K2026-11-06
Courage Miller Partners, LLC
UNCHANGED32532500%$389.8K$376.1K-$13.8K2026-10-21
Align Financial, LLC
DECREASED324343-19-6%$411.6K$375.1K-$36.5K2026-10-16
Matisse Capital
INCREASED323320+3+1%$384.1K$374.0K-$10.1K2026-10-29
Ackerman Capital Advisors, LLC
INCREASED322269+53+20%$322.6K$372.6K+$49.9K2026-10-30
Miller Global Investments, LLC
INCREASED322274+48+18%$328.6K$372.6K+$43.9K2026-10-02
GFS Advisors, LLC
INCREASED322300+22+7%$386.2K$373.0K-$13.2K2026-11-03
MFA Wealth Advisors, LLC
DECREASED322332-10-3%$398.2K$372.6K-$25.6K2026-10-07
Foronjy Financial LLC
DECREASED321327-6-2%$391.9K$371.0K-$20.8K2026-10-14
PFS Partners, LLC
UNCHANGED32132100%$384.4K$370.9K-$13.5K2026-10-21
Belleair Asset Management, LLC
UNCHANGED32032000%$383.8K$370.3K-$13.6K2026-11-03
Stone House Investment Management, LLC
INCREASED319294+25+9%$352.4K$369.0K+$16.6K2026-10-23
Littlejohn Financial Services, Inc.
DECREASED318349-31-9%$418.6K$368.0K-$50.7K2026-11-06
Brindle & Bay Financial Advisors, LLC
INCREASED317222+95+43%$266.9K$366.4K+$99.6K2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED317346-29-8%$415.0K$367-$414.6K2026-10-14
Moisand Fitzgerald Tamayo, LLC
INCREASED317289+28+10%$346.2K$366.5K+$20.3K2026-10-15
Investment Advisory Services Inc
INCREASED317296+21+7%$354.7K$366.9K+$12.2K2026-10-27
Mountain Capital Investment Advisors Inc.
DECREASED316345-29-8%$413.7K$365.6K-$48.1K2026-11-06
Momentous Wealth Management, Inc.
INCREASED316291+25+9%$349.4K$366.0K+$16.6K2026-10-21
Chris Bulman Inc
INCREASED316294+22+7%$352.8K$365.9K+$13.1K2026-10-20
Veery Capital, LLC
INCREASED316308+8+3%$369.4K$365.6K-$3.8K2026-10-07
Hollow Brook Wealth Management LLC
UNCHANGED31631600%$379.0K$365.6K-$13.4K2026-10-29
Livet Wealth, LLC
DECREASED315388-73-19%$465.4K$364.5K-$100.9K2026-10-27
Elco Management Co., LLC
UNCHANGED31531500%$377.6K$364.5K-$13.1K2026-10-14
McGuire Investment Group, LLC
UNCHANGED31531500%$377.8K$364.5K-$13.3K2026-10-23
Pacific Excel Wealth Advisors, Inc.
DECREASED3131,911-1,598-84%$2.3M$362.8K-$1.9M2026-10-27
Allied Investment Advisors, LLC
INCREASED312311+1+0%$373.6K$360.4K-$13.2K2026-10-13
Yoder Wealth Management, Inc.
INCREASED311279+32+11%$334.6K$359.9K+$25.2K2026-10-13
BlueChip Wealth Advisors LLC
NEW310—+310——$359.1K—2026-11-03
Selective Wealth Management, Inc.
NEW310—+310——$387.9K—2026-10-16
Independence Wealth Advisors, LLC
INCREASED309269+40+15%$322.6K$357.5K+$34.9K2026-10-29
DMC Group, LLC
DECREASED309318-9-3%$381.4K$357.5K-$23.9K2026-10-26
Tillman Hartley LLC
DECREASED306334-28-8%$400.6K$354.1K-$46.5K2026-11-06
Clarity Wealth Advisors, LLC
DECREASED305314-9-3%$376.2K$352.6K-$23.6K2026-10-21
Matrix Asset Advisors Inc
DECREASED305311-6-2%$372.5K$352.5K-$20.0K2026-10-13
O'Connor Financial Group LLC
INCREASED305299+6+2%$358.6K$352.9K-$5.7K2026-10-26
Lederer & Associates Investment Counsel
UNCHANGED30530500%$366$353-$132026-10-23
Benedict Financial Advisors Inc
INCREASED304182+122+67%$217.7K$351.6K+$133.9K2026-10-07
Dahring | Cusmano LLC
DECREASED303571-268-47%$684.4K$350.5K-$333.9K2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
INCREASED303235+68+29%$281.9K$350.6K+$68.7K2026-11-02
Paladin Partners, LLC
DECREASED303308-5-2%$369.4K$350.6K-$18.8K2026-10-06
Cornerstone Wealth Advisors, Inc.
UNCHANGED30330300%$363.4K$350.6K-$12.8K2026-10-16
Gutierrez Wealth Advisory, LLC
NEW302—+302——$350.3K—2026-11-02
Brickley Wealth Management
INCREASED302244+58+24%$292.7K$349.4K+$56.8K2026-11-04
Firethorn Wealth Partners, LLC
DECREASED301317-16-5%$380.6K$347.8K-$32.8K2026-10-14
Roberts Financial Services LLC
DECREASED300318-18-6%$381.4K$347.1K-$34.3K2026-10-23
Droms Strauss Advisors Inc
DECREASED300307-7-2%$367.7K$346.6K-$21.1K2026-11-03
Columbus Macro, LLC
UNCHANGED30030000%$359.8K$347.1K-$12.7K2026-10-14
Auour Investments LLC
UNCHANGED30030000%$359.8K$347.1K-$12.7K2026-10-28
Integrated Financial Solutions, Inc.
DECREASED299442-143-32%$530.1K$346.0K-$184.2K2026-10-09
J.M. Arbour, LLC
INCREASED298253+45+18%$303.5K$344.8K+$41.4K2026-11-05
Elevated Capital Advisors, LLC
DECREASED297382-85-22%$457.6K$343.9K-$113.7K2026-11-04
Puff Wealth Management, LLC
INCREASED297284+13+5%$341.2K$343.3K+$2.1K2026-10-07
RAM Investment Partners, LLC
INCREASED295282+13+5%$337.7K$340.9K+$3.1K2026-10-21
Shikiar Asset Management Inc
INCREASED294284+10+4%$341.0K$340-$340.7K2026-10-20
Element Pointe Advisors, LLC
INCREASED293281+12+4%$337.2K$339.2K+$2.0K2026-10-21
Ballast Financial Advisors LLC
DECREASED292300-8-3%$359.8K$337.9K-$22.0K2026-10-26
Capital Squared Financial LLC
INCREASED292288+4+1%$345.2K$338.2K-$7.0K2026-10-30
Corps Capital Advisors, LLC
UNCHANGED29229200%$350.2K$337.9K-$12.4K2026-11-05
HBE Wealth Management, LLC
INCREASED291290+1+0%$347.8K$336.7K-$11.1K2026-11-06
Headland Capital, LLC
INCREASED290182+108+59%$218.3K$335.6K+$117.4K2026-11-06
Redwood Financial Network Corp
DECREASED290328-38-12%$393.2K$335.1K-$58.1K2026-11-03
Towercrest Capital Management
DECREASED290314-24-8%$376.6K$335.6K-$41.1K2026-10-23
Insight Wealth Strategies, LLC
INCREASED290273+17+6%$325.3K$335.6K+$10.2K2026-10-09
Isthmus Partners, LLC
UNCHANGED29029000%$347.8K$335.6K-$12.3K2026-10-21
A4 Wealth Advisors LLC
INCREASED289277+12+4%$332.2K$334.4K+$2.2K2026-10-20
Rise Advisors, LLC
DECREASED288672-384-57%$805.8K$333.1K-$472.8K2026-10-16
Granite Group Advisors, LLC
DECREASED288326-38-12%$391.0K$333.2K-$57.8K2026-10-14
Stewardship Advisors, LLC
INCREASED287264+23+9%$316.7K$332.1K+$15.4K2026-10-20
James T. Borello RIA
INCREASED287280+7+3%$335.8K$332.1K-$3.8K2026-10-16
First Bancorp, Inc
DECREASED287290-3-1%$347.8K$332.1K-$15.8K2026-10-26
First Community Trust NA
UNCHANGED28728700%$344.2K$332.1K-$12.2K2026-10-07
Cranbrook Wealth Management, LLC
UNCHANGED28728700%$344.2K$332.1K-$12.2K2026-10-28
USAdvisors Wealth Management, LLC
DECREASED2866,370-6,084-96%$367$331-$362026-10-21
Gordian Advisors LLC
INCREASED286256+30+12%$307.1K$331.4K+$24.3K2026-10-30
Entrewealth, LLC
INCREASED285253+32+13%$301.6K$329.8K+$28.2K2026-10-14
Holcombe Financial, Inc.
DECREASED285309-24-8%$370.6K$329.8K-$40.9K2026-10-16
Highline Wealth Partners LLC
INCREASED284180+104+58%$216.2K$329.0K+$112.7K2026-10-19
Addison Advisors LLC
INCREASED284273+11+4%$328.0K$328.4K+$3762026-11-06
Values First Advisors, Inc.
DECREASED284291-7-2%$348.6K$328.8K-$19.8K2026-10-23
Langley Wealth Management, LLC
INCREASED283256+27+11%$306.9K$327.6K+$20.7K2026-11-04
JDH Wealth Management, LLC
DECREASED283294-11-4%$352.6K$327.5K-$25.2K2026-10-20
Split Creek LLC DBA Split Creek Capital LLC
DECREASED280443-163-37%$531.3K$324.0K-$207.4K2026-11-02
Optima Capital LLC
DECREASED280286-6-2%$343.2K$324.1K-$19.0K2026-10-29
Gibson Capital, LLC
INCREASED280277+3+1%$332.2K$324.0K-$8.3K2026-10-23
Private Wealth Management Group, LLC
INCREASED279248+31+13%$297.5K$322.8K+$25.4K2026-10-19
Heritage OAK Wealth Advisors LLC
INCREASED279271+8+3%$325.2K$322.3K-$2.9K2026-10-14
Evolution Wealth Management Inc.
DECREASED278359-81-23%$430.6K$321.7K-$108.9K2026-10-28
Opulen Financial Group LLC
INCREASED278259+19+7%$310.7K$321.7K+$11.0K2026-10-22
Challenger Wealth Management
UNCHANGED27827800%$333.3K$321.9K-$11.4K2026-10-30
Benchmark Financial, LLC
UNCHANGED27627600%$331.0K$319.4K-$11.7K2026-10-16
Smart Wealth LLC
DECREASED275920-645-70%$1.1M$318.1K-$785.2K2026-11-04
Pettinga Financial Advisors LLC
INCREASED275249+26+10%$298.7K$318.2K+$19.6K2026-10-13
Kondo Wealth Advisors, Inc.
INCREASED275269+6+2%$322.8K$318.4K-$4.4K2026-10-19
Waterfront Wealth Inc.
UNCHANGED27527500%$326.9K$353.9K+$27.0K2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED274215+59+27%$257.9K$317.1K+$59.2K2026-10-27
Smith & Howard Wealth Management, LLC
NEW273—+273——$316.2K—2026-10-27
Dodds Wealth, LLC
UNCHANGED27127100%$325.3K$313.8K-$11.5K2026-11-02
Willis Johnson Wealth, Inc.
INCREASED270184+86+47%$220.8K$312.7K+$91.9K2026-11-03
Redw Wealth LLC
INCREASED270266+4+2%$319.3K$312.8K-$6.5K2026-11-02
Ddfg, Inc
UNCHANGED27027000%$323.9K$312.4K-$11.4K2026-10-15
Roxbury Financial LLC
INCREASED269268+1+0%$321.7K$310.8K-$10.9K2026-10-01
Accretive Wealth Partners, LLC
INCREASED267242+25+10%$290.3K$308.9K+$18.7K2026-11-06
SRH Advisors, LLC
UNCHANGED26726700%$320.2K$308.9K-$11.3K2026-10-22
Bucket List Wealth Management, LLC
DECREASED266279-13-5%$334.9K$308.1K-$26.8K2026-10-22
Williams & Novak Wealth Management, LLC
DECREASED265423-158-37%$507.4K$306.6K-$200.7K2026-10-09
Bradley & Co. Private Wealth Management, LLC
INCREASED265137+128+93%$164.3K$306.6K+$142.3K2026-10-23
Cordoba Advisory Partners LLC
INCREASED265242+23+10%$294.3K$309.5K+$15.2K2026-10-19
Iron Financial LLC
UNCHANGED26526500%$317.3K$306.4K-$10.9K2026-10-23
Collaborative Wealth Managment Inc.
UNCHANGED26526500%$317.8K$306.6K-$11.2K2026-11-06
Clay Northam Wealth Management, LLC
UNCHANGED26526500%$317.8K$306.6K-$11.2K2026-10-13
AGP Franklin, LLC
UNCHANGED26526500%$317.8K$306.6K-$11.2K2026-11-04
Ehrlich Financial Group
INCREASED264236+28+12%$283.1K$305.5K+$22.4K2026-10-20
Westwood Wealth Management
INCREASED264259+5+2%$311.8K$306.6K-$5.2K2026-10-29
Tradewinds Capital Management, LLC
INCREASED264261+3+1%$313.1K$305.5K-$7.6K2026-10-23
Windsor Capital Management, LLC
INCREASED263260+3+1%$311.9K$304.3K-$7.5K2026-10-13
Strategic Point Investment Advisors, LLC
UNCHANGED26326300%$315.5K$304.3K-$11.1K2026-10-29
Adkins Seale Capital Management LLC
UNCHANGED26326300%$315.5K$304.3K-$11.1K2026-10-27
Pinnacle Financial Group, LLC / IL
INCREASED262255+7+3%$306.3K$303.7K-$2.6K2026-10-29
Bright Financial Advisors, Inc.
INCREASED262255+7+3%$305.9K$303.2K-$2.7K2026-10-23
OceanIQ Capital, LLC
INCREASED262260+2+1%$315.9K$305.6K-$10.3K2026-10-19
DecisionPoint Financial, LLC
INCREASED26128+233+832%$33.6K$300.4K+$266.8K2026-10-27
Wagner Wealth Management, Corp
DECREASED261308-47-15%$369.4K$302.0K-$67.4K2026-10-20
Graetz Wealth LLC
INCREASED261242+19+8%$289.8K$302.3K+$12.5K2026-10-27
NIA Impact Advisors, LLC
NEW260—+260——$301.0K—2026-11-04
TriaGen Wealth Management LLC
INCREASED259244+15+6%$292.7K$300.1K+$7.4K2026-10-14
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED25925900%$310.7K$299.7K-$11.0K2026-10-21
Aurora Private Wealth, Inc.
INCREASED257220+37+17%$263.0K$297-$262.7K2026-10-20
Marathon Mission, Inc.
INCREASED257233+24+10%$279.5K$297.4K+$17.9K2026-10-01
Harbor Group, Inc.
INCREASED257252+5+2%$302.1K$297.7K-$4.4K2026-10-14
Lincoln Capital Corp
INCREASED255210+45+21%$251.9K$295.1K+$43.2K2026-10-13
Waller Financial Planning Group, Inc
DECREASED255278-23-8%$333.9K$295.5K-$38.4K2026-10-07
OFS Enterprise LLC
DECREASED255262-7-3%$314.3K$295.1K-$19.2K2026-10-16
15 Wealth Advisors LLC
NEW254—+254——$294.3K—2026-10-14
Ridgeline Wealth Planning, LLC
INCREASED254194+60+31%$232.7K$294.0K+$61.2K2026-10-29
Financial Harvest, LLC
INCREASED253240+13+5%$288.3K$293.2K+$4.9K2026-10-15
LCM Capital Management Inc
INCREASED253245+8+3%$293.9K$292.7K-$1.1K2026-10-20
Fidato Wealth LLC
NEW252—+252——$291.6K—2026-10-13
Foundation Wealth Management, LLC
NEW252—+252——$291.6K—2026-10-22
Stirlingshire Investments, Inc.
DECREASED252289-37-13%$346.3K$291.7K-$54.7K2026-11-05
Stanich Group LLC
UNCHANGED25225200%$302.3K$291.6K-$10.7K2026-10-16
Seven Hills Financial, LLC
NEW250—+250——$288.7K—2026-10-13
Chemung Canal Trust Co
DECREASED250266-16-6%$319.0K$289.3K-$29.8K2026-11-04
Stonehearth Capital Management, LLC
UNCHANGED25025000%$299.9K$289.3K-$10.6K2026-10-13
Kieckhefer Group LLC
UNCHANGED25025000%$299.9K$289.3K-$10.6K2026-10-13
SwitchPoint Financial Planning, LLC
DECREASED249348-99-28%$417.5K$288.1K-$129.4K2026-11-02
Meridian Financial Advisors, LLC
NEW248—+248——$287.0K—2026-10-14
Total Investment Management Inc
DECREASED248256-8-3%$294.2K$287.0K-$7.1K2026-10-22
First Pacific Financial
DECREASED248249-10%$298.4K$287.1K-$11.3K2026-10-14
Cooper Capital Advisors LLC
UNCHANGED24824800%$297.5K$287.0K-$10.5K2026-10-29
Stewardship Concepts Financial Services LLC
INCREASED247228+19+8%$273.5K$285.8K+$12.3K2026-10-06
Unique Wealth Strategies, LLC
UNCHANGED24724700%$296.8K$296.8K$02026-10-13
Well Done, LLC
INCREASED246217+29+13%$260.3K$284.6K+$24.4K2026-10-20
LifeSteps Financial, Inc.
DECREASED246263-17-6%$315.5K$284.3K-$31.2K2026-10-15
Arrien Investments, Inc.
UNCHANGED24624600%$295.1K$284.6K-$10.4K2026-10-30
Transce3nd, LLC
NEW245—+245——$311.3K—2026-10-26
Mosley Wealth Management
DECREASED245263-18-7%$315.9K$307.1K-$8.8K2026-10-16
Bayshore Asset Management, LLC
NEW244—+244——$288.6K—2026-11-03
Watershed Private Wealth LLC
INCREASED244209+35+17%$250.7K$282.3K+$31.6K2026-10-30
Genesee Capital Advisors, LLC
UNCHANGED24424400%$292.4K$282.3K-$10.1K2026-10-20
Emprise Bank
UNCHANGED24424400%$292.7K$282.3K-$10.3K2026-10-07
Covestor Ltd
DECREASED243255-12-5%$307.0K$282-$306.7K2026-10-30
Capital Wealth Alliance, LLC
UNCHANGED24324300%$290.9K$281.0K-$9.9K2026-10-20
Urban Wealth Management, LLC
UNCHANGED24324300%$291.5K$281.2K-$10.3K2026-10-21
Commonwealth Retirement Investments LLC
UNCHANGED24324300%$291.2K$281.0K-$10.2K2026-10-26
Alkeme Wealth, LLC
INCREASED242222+20+9%$266.3K$280.0K+$13.7K2026-10-08
Sather Financial Group Inc
INCREASED241235+6+3%$281.9K$278.9K-$3.0K2026-10-30
Martin Capital Partners, LLC
UNCHANGED24124100%$289.1K$278.9K-$10.2K2026-10-07
JIM Saulnier & Associates, LLC
DECREASED240249-9-4%$298.5K$277.9K-$20.5K2026-11-04
Wynn Capital, LLC
UNCHANGED24024000%$287.9K$277.7K-$10.2K2026-10-13
Citrine Capital LLC
INCREASED239220+19+9%$263.9K$276.5K+$12.7K2026-10-14
Foundry Financial Group, Inc.
INCREASED239227+12+5%$272.3K$276.5K+$4.3K2026-10-28
Kitching Partners, LLC
DECREASED238239-10%$286.7K$275.4K-$11.3K2026-11-02
Northern Capital Management, Inc.
UNCHANGED23823800%$285.8K$275.8K-$10.0K2026-11-05
Blossom Wealth Management
NEW237—+237——$273.8K—2026-11-03
Centennial Wealth Advisory LLC
INCREASED236224+12+5%$268.9K$273.3K+$4.4K2026-10-16
Davidson Investment Advisors
INCREASED236232+4+2%$278.3K$273.1K-$5.2K2026-10-20
Midwest Capital Advisors, LLC
UNCHANGED23623600%$283.6K$273.6K-$10.0K2026-11-04
Valued Retirements, Inc.
UNCHANGED23623600%$282.9K$273.0K-$9.9K2026-11-06
Legacy Advisory Services, LLC
INCREASED235193+42+22%$232.0K$272.5K+$40.4K2026-10-20
Roan Capital Partners
INCREASED235196+39+20%$235.1K$271.9K+$36.8K2026-10-09
Balance Wealth Partners LLC
DECREASED235269-34-13%$323.0K$271.7K-$51.3K2026-10-27
Noesis Capital Mangement Corp
DECREASED235268-33-12%$321.5K$271.3K-$50.2K2026-10-26
Lockerman Financial Group, Inc.
DECREASED234243-9-4%$291.5K$271.0K-$20.5K2026-10-19
Burkett Financial Services, LLC
INCREASED233197+36+18%$237.4K$269.8K+$32.4K2026-10-01
Evolution Wealth Advisors, LLC
INCREASED233211+22+10%$253.1K$269.7K+$16.6K2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED233228+5+2%$273.5K$269.6K-$3.9K2026-11-03
Fortress Financial Group, LLC
INCREASED233232+1+0%$278.3K$270.0K-$8.3K2026-10-21
Hoey Investments, Inc
INCREASED231187+44+24%$224.3K$267.3K+$43.0K2026-10-29
QP Wealth Management, LLC
UNCHANGED23123100%$277.1K$267.3K-$9.8K2026-10-20
Omnitrust Wealth Management, Inc
NEW230—+230——$266.1K—2026-11-02
1620 Investment Advisors, Inc.
INCREASED230154+76+49%$185.6K$265.8K+$80.2K2026-11-04
SC&H Financial Advisors, Inc.
DECREASED230296-66-22%$355.0K$265.9K-$89.0K2026-10-14
True Blue Financial, LLC
INCREASED230225+5+2%$269.9K$266.1K-$3.7K2026-10-15
Tran Capital Management, L.P.
UNCHANGED23023000%$275.9K$266.1K-$9.7K2026-10-19
Austin Wealth Management, LLC
UNCHANGED23023000%$271.3K$269.1K-$2.2K2026-11-06
North Capital, Inc.
UNCHANGED23023000%$275.9K$268.3K-$7.6K2026-10-16
WealthPoint Financial, LLC
INCREASED229218+11+5%$261.7K$265.2K+$3.5K2026-11-03
Montz Harcus Wealth Management LLC
INCREASED229224+5+2%$268.4K$265.0K-$3.4K2026-10-09
Rinkey Investments
UNCHANGED22922900%$274.7K$265.0K-$9.7K2026-10-28
Curran Financial Partners, LLC
INCREASED227206+21+10%$247.6K$262.4K+$14.8K2026-11-04
marrick wealth, LLC
INCREASED227223+4+2%$267.5K$262.7K-$4.8K2026-10-20
Ndwm LLC
UNCHANGED22722700%$272.3K$262.7K-$9.6K2026-11-05
Praetorian Wealth Management, Inc.
UNCHANGED22722700%$272.3K$262.7K-$9.6K2026-10-16
Western Reserve Capital Management, LLC
UNCHANGED22722700%$272.3K$262.7K-$9.6K2026-10-14
LMG Wealth Partners, LLC
NEW226—+226——$261.5K—2026-11-05
Rockport Wealth LLC
UNCHANGED22622600%$271.1K$261.5K-$9.6K2026-11-03
Donalies Financial Planning, LLC
UNCHANGED22522500%$269.9K$260.4K-$9.5K2026-10-19
David Kennon Inc
UNCHANGED22422400%$268.2K$258.8K-$9.4K2026-10-13
Weinberger Asset Management, Inc
INCREASED223214+9+4%$245.4K$257.6K+$12.2K2026-10-28
Brighton Securities Corp.
UNCHANGED22322300%$267.5K$258.0K-$9.4K2026-10-08
Bdfs Capital LLC
UNCHANGED22322300%$267.7K$258.4K-$9.3K2026-10-14
Lpwm LLC
NEW222—+222——$257.4K—2026-10-20
Mandatum Life Insurance Co Ltd
DECREASED222232-10-4%$278.3K$256.9K-$21.4K2026-11-06
Saxon Interests, Inc.
DECREASED2211,217-996-82%$1.5M$255.7K-$1.2M2026-10-26
Cynosure Group, LLC
UNCHANGED22022000%$263.9K$254.9K-$8.9K2026-11-03
Cathy Pareto & Associates, Inc
INCREASED219217+2+1%$262.1K$254.4K-$7.8K2026-10-15
S.E.E.D. Planning Group LLC
NEW218—+218——$252.3K—2026-10-07
Friday Financial
NEW218—+218——$250.9K—2026-10-09
Lotus Asset Management LLC
NEW217—+217——$251.2K—2026-10-14
Denver PWM, LLC
UNCHANGED21621600%$255.2K$250.3K-$4.9K2026-10-22
Wealth Advisors Northwest LLC
UNCHANGED21621600%$259.1K$249.9K-$9.1K2026-10-29
DWR Wealth Management, LLC
UNCHANGED21621600%$265.2K$255.4K-$9.8K2026-10-13
Kaydan Wealth Management, Inc.
INCREASED215199+16+8%$238.7K$248.8K+$10.1K2026-10-08
Sherrill & Hutchins Financial Advisory, Inc
UNCHANGED21521500%$257.9K$248.8K-$9.1K2026-10-14
Nicollet Investment Management, Inc.
UNCHANGED21421400%$257.0K$248-$256.8K2026-10-14
Grant Street Asset Management, Inc.
UNCHANGED21421400%$256.7K$247.6K-$9.1K2026-10-26
Frederick Financial Consultants, LLC
INCREASED213195+18+9%$234.4K$247.0K+$12.6K2026-10-29
Mokosak Advisory Group, LLC
UNCHANGED21321300%$255.9K$247.3K-$8.7K2026-10-20
Liberty Atlantic Advisors LLC
NEW212—+212——$245.3K—2026-10-14
Ergawealth Advisors, Inc.
DECREASED212214-2-1%$256.7K$245.1K-$11.6K2026-10-21
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED211209+2+1%$250.1K$243.8K-$6.3K2026-10-14
Shira Ridge Wealth Management
UNCHANGED21021000%$252.4K$243.5K-$8.9K2026-10-09
Barry Investment Advisors, LLC
UNCHANGED20920900%$250.5K$241.6K-$8.8K2026-10-14
Capital Investment Services of America, Inc.
UNCHANGED20820800%$249.5K$240.7K-$8.8K2026-11-02
Ironsides Asset Advisors, LLC
UNCHANGED20820800%$249.5K$240.7K-$8.8K2026-10-20
Central Valley Advisors, LLC
DECREASED207310-103-33%$371.8K$239.5K-$132.3K2026-10-27
Briggs Wealth Management, Inc
UNCHANGED20720700%$248.3K$239.5K-$8.8K2026-10-26
Phillip James Consulting Co.
UNCHANGED20720700%$248.3K$239.5K-$8.8K2026-11-03
Wheelhouse Advisory Group LLC
DECREASED206918-712-78%$1.1M$238.4K-$863.0K2026-10-20
Birch Financial Group, LLC
NEW205—+205——$237.4K—2026-10-27
Birchwood Financial Partners, Inc.
INCREASED203183+20+11%$219.8K$234.8K+$15.1K2026-11-02
Smith Shellnut Wilson LLC
INCREASED203195+8+4%$233.9K$234.9K+$9982026-10-21
TrustWell Financial Advisors, LLC
DECREASED203205-2-1%$245.9K$234.9K-$11.0K2026-10-15
Viewpoint Capital Management LLC
UNCHANGED20320300%$243.7K$235.2K-$8.5K2026-10-27
Eagle Bluffs Wealth Management LLC
UNCHANGED20320300%$243.1K$234.5K-$8.6K2026-10-20
rebel Financial LLC
NEW202—+202——$234.1K—2026-11-04
Dmkc Advisory Services, LLC
DECREASED202209-7-3%$250.7K$233.7K-$17.0K2026-11-04
Poinciana Advisors Group, LLC
UNCHANGED20220200%$242.3K$233.7K-$8.6K2026-11-06
Networth Advisors, LLC
UNCHANGED20220200%$242.4K$234.2K-$8.2K2026-11-03
Athena Wealth Management, LLC
UNCHANGED20220200%$242.3K$233.8K-$8.5K2026-10-09
Towne Trust Company, N.a
DECREASED201224-23-10%$268.7K$232.6K-$36.1K2026-10-28
Scott Capital Advisors, LLC
DECREASED200270-70-26%$323.8K$237.7K-$86.1K2026-10-13
BCK Partners, Inc.
UNCHANGED20020000%$239.9K$231.4K-$8.5K2026-10-23
Ulland Investment Advisors, LLC
UNCHANGED20020000%$240$231-$92026-10-13
Harbor Asset Planning, Inc.
UNCHANGED20020000%$240.3K$231.8K-$8.5K2026-10-23
Fortress Financial Solutions, LLC
NEW199—+199——$229.8K—2026-10-14
Insight Wealth Partners, LLC
DECREASED199255-56-22%$305.8K$230.5K-$75.2K2026-10-26
Alliance Wealth Management Group
DECREASED199223-24-11%$267.5K$230.3K-$37.2K2026-10-29
Factor Wealth Management LTD
DECREASED199217-18-8%$260.3K$230.3K-$30.0K2026-10-08
Hurley Capital, LLC
UNCHANGED19919900%$238.1K$231.2K-$6.9K2026-11-05
A&I Financial Services, LLC
UNCHANGED19919900%$238.7K$230.3K-$8.4K2026-10-15
Parker Financial LLC
DECREASED198209-11-5%$251.0K$228.6K-$22.4K2026-11-05
Moller Wealth Partners
INCREASED198197+1+1%$236.3K$229.1K-$7.2K2026-10-15
Highland Financial Advisors, LLC
NEW197—+197——$227.6K—2026-10-19
ODonnell Financial Services, LLC
UNCHANGED19719700%$236.3K$228.1K-$8.2K2026-11-09
Fogel Capital Management, Inc.
UNCHANGED19719700%$236.3K$227.9K-$8.3K2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED19619600%$235.4K$226.3K-$9.1K2026-10-26
Oasis Advisors, LLC
NEW195—+195——$226.0K—2026-10-16
Burkett Asset Management Ltd
DECREASED195203-8-4%$243.5K$225.6K-$17.9K2026-10-13
Milestone Asset Management Group, LLC
UNCHANGED19519500%$233.6K$225.5K-$8.2K2026-10-20
Bauman Advisory Group, LLC
NEW194—+194——$225.0K—2026-10-29
Measured Risk Portfolios, Inc.
DECREASED193196-3-2%$235.1K$223.3K-$11.8K2026-10-21
Kennebec Savings Bank
UNCHANGED19319300%$231.5K$223.3K-$8.2K2026-10-22
Delta Financial Advisors LLC
NEW192—+192——$222.2K—2026-10-27
Pioneer Wealth Management Group
NEW191—+191——$221.0K—2026-10-09
Blue Zone Wealth Advisors, LLC
INCREASED191175+16+9%$209.9K$221.0K+$11.1K2026-10-19
Flywheel Private Wealth LLC
UNCHANGED19019000%$228.0K$220.0K-$8.1K2026-11-02
L.K. Benson & Company, P.C.
UNCHANGED19019000%$228.1K$219.8K-$8.2K2026-10-23
CPR Investments Inc.
NEW189—+189——$218.3K—2026-10-26
Ramsay, Stattman, Vela & Price, Inc.
DECREASED189190-1-1%$227.9K$218.7K-$9.2K2026-10-19
Bonfire Financial
UNCHANGED18918900%$226.7K$219.0K-$7.7K2026-11-06
First Hawaiian Bank
UNCHANGED18818800%$225.5K$217.5K-$8.0K2026-10-14
Bull Street Advisors, LLC
NEW187—+187——$216—2026-10-20
Essential Planning, Llc.
DECREASED1872,850-2,663-93%$3.4M$216.4K-$3.2M2026-10-21
DB&C Advisors, LLC
INCREASED186185+1+1%$222.3K$214.8K-$7.5K2026-10-26
Sugar Maple Asset Management, LLC
NEW185—+185——$214.1K—2026-10-13
Equita Financial Network, Inc.
DECREASED185226-41-18%$271.1K$214.1K-$57.0K2026-10-19
PMG Family Office LLC
UNCHANGED18518500%$221.9K$214.1K-$7.8K2026-10-19
Townsend & Associates, Inc
NEW184—+184——$231.6K—2026-10-23
FF Advisors,LLC
UNCHANGED18318300%$219.5K$211.8K-$7.7K2026-10-21
Sensible Money, LLC
DECREASED182200-18-9%$239.9K$210.6K-$29.3K2026-10-20
Hubbell Strickland Wealth Management, LLC
DECREASED182186-4-2%$222.8K$210.4K-$12.4K2026-10-29
Greystone Financial Group, LLC
UNCHANGED18218200%$218.3K$210.6K-$7.7K2026-10-26
Portland Financial Advisors Inc
UNCHANGED18218200%$218.3K$210.6K-$7.7K2026-10-26
AAF Wealth Management, LLC
NEW180—+180——$208.3K—2026-10-28
Serenity Investment Advisors
DECREASED180230-50-22%$286.2K$208.3K-$77.9K2026-10-30
Good Harbor Advisors, Inc.
DECREASED180192-12-6%$230.3K$208.3K-$22.0K2026-10-20
Landmark Wealth Management, LLC
DECREASED180185-5-3%$221.9K$208.0K-$13.9K2026-11-03
DeLarme Wealth Management, Inc.
INCREASED180179+1+1%$214.9K$208.5K-$6.4K2026-10-30
Websterrogers Financial Advisors, LLC
UNCHANGED18018000%$215.9K$208.3K-$7.6K2026-11-02
Bedminster, LLC
UNCHANGED18018000%$215.9K$208.3K-$7.6K2026-11-04
Cdkv Holdings LLC
UNCHANGED18018000%$215.9K$208.3K-$7.6K2026-10-28
Unify Financial Advisors
DECREASED179209-30-14%$250.7K$207.1K-$43.6K2026-11-03
Dumont & Blake Investment Advisors LLC
UNCHANGED17917900%$214.7K$207.1K-$7.6K2026-10-28
Grove Street Fiduciary, LLC
UNCHANGED17917900%$214.7K$207.1K-$7.6K2026-10-13
Single Point Partners, LLC
DECREASED178201-23-11%$241.1K$208.7K-$32.4K2026-10-19
Colton Groome Financial Advisors, LLC
NEW177—+177——$204.4K—2026-10-06
Midwest Financial Partners Investments, Inc.
DECREASED177184-7-4%$220.7K$204.8K-$15.9K2026-10-08
Walleye Partners, LLC
DECREASED177178-1-1%$213.5K$204.8K-$8.7K2026-10-13
Verity & Verity, LLC
NEW175—+175——$202.5K—2026-10-23
FMA Wealth Management, LLC
DECREASED175200-25-12%$239.9K$202.5K-$37.4K2026-10-21
Mitchell & Pahl Private Wealth, LLC
DECREASED175180-5-3%$215.9K$202.5K-$13.4K2026-10-14
LongView Wealth Management
DECREASED175178-3-2%$213.2K$202.3K-$10.9K2026-10-19
Lakewood Asset Management LLC
UNCHANGED17517500%$210.2K$202.8K-$7.4K2026-10-26
Fiscal Wisdom Wealth Management, LLC
NEW174—+174——$201.5K—2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED174201-27-13%$241.5K$201.9K-$39.6K2026-10-20
Valley Forge Investment Consultants Inc ADV
DECREASED173223-50-22%$267.8K$200.5K-$67.3K2026-11-03
Santori & Peters, Inc.
DECREASED173178-5-3%$213.5K$200.2K-$13.3K2026-10-26
Livelsberger Financial Advisory
NEW167—+167——$193.2K—2026-10-28
Friedenthal Financial
NEW165—+165——$190.9K—2026-10-27
Knuff & Co LLC
DECREASED165191-26-14%$229.1K$190.9K-$38.2K2026-11-06
Maseco LLP
INCREASED16339+124+318%$46.8K$189.1K+$142.3K2026-10-27
Reyes Financial Architecture, Inc.
DECREASED163266-103-39%$319.0K$188.6K-$130.4K2026-10-22
Ramsey Quantitative Systems
UNCHANGED16016000%$191.9K$185.1K-$6.8K2026-10-22
Prism Planning Partners LLC
NEW159—+159——$184.0K—2026-10-27
Financial Network Wealth Advisors LLC
INCREASED151143+8+6%$171.5K$174.7K+$3.2K2026-10-28
Kingdom Financial Group Llc.
INCREASED15022+128+582%$26.6K$174.0K+$147.5K2026-11-04
Montgomery Financial Services LLC
UNCHANGED15015000%$179.9K$173.6K-$6.4K2026-11-03
Main Street Group, LTD
UNCHANGED14214200%$169.9K$163.9K-$6.0K2026-10-28
Syntax Research, Inc.
UNCHANGED14014000%$167.9K$162.0K-$5.9K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED139109+30+28%$130.5K$160.8K+$30.2K2026-11-02
Birch Capital Management, LLC
INCREASED138103+35+34%$123.5K$159.7K+$36.1K2026-10-27
Retirement Wealth Solutions LLC
INCREASED135109+26+24%$130.7K$156.2K+$25.5K2026-10-07
Valued Wealth Advisors LLC
INCREASED134125+9+7%$150.1K$155.2K+$5.2K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED13313300%$159.5K$153.9K-$5.6K2026-10-16
Hickory Point Bank & Trust
DECREASED131226-95-42%$271.1K$151.6K-$119.5K2026-10-01
Monetary Solutions, Ltd
INCREASED131130+1+1%$155.9K$151.6K-$4.3K2026-10-22
RHL Group, LLC
DECREASED128138-10-7%$165.5K$148.7K-$16.8K2026-11-04
10Elms LLP
INCREASED127123+4+3%$147.5K$146.9K-$5812026-11-06
MB, Levis & Associates, LLC
UNCHANGED12512500%$150.2K$145.0K-$5.3K2026-10-16
Lynch Investment Planning, LLC
NEW123—+123——$142.3K—2026-10-27
Bayban
UNCHANGED12112100%$145.1K$145.1K$02026-11-05
Navigoe, LLC
UNCHANGED11311300%$135.0K$130-$134.9K2026-11-04
AXS Investments LLC
DECREASED112130-18-14%$155.9K$129.6K-$26.3K2026-11-04
LFA - Lugano Financial Advisors SA
DECREASED111134-23-17%$160.7K$128.4K-$32.3K2026-11-03
GK Wealth Management LLC
DECREASED109217-108-50%$261.4K$126.0K-$135.4K2026-10-09
Winch Advisory Services, LLC
UNCHANGED10510500%$126.2K$121.7K-$4.4K2026-11-06
William Mack & Associates, Inc.
NEW101—+101——$116.9K—2026-10-27
Compound Global Advisors, LLC
INCREASED10090+10+11%$107.9K$115.7K+$7.8K2026-10-20
Bare Financial Services, Inc
INCREASED10093+7+8%$111.5K$115.7K+$4.2K2026-11-04
Aspect Partners, LLC
DECREASED100101-1-1%$121.1K$115.7K-$5.4K2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED10010000%$119.9K$115.7K-$4.2K2026-11-02
Planning Strategies Inc.
INCREASED9642+54+129%$50.4K$111.2K+$60.8K2026-10-02
Gilpin Wealth Management, LLC
INCREASED9552+43+83%$62.4K$109.9K+$47.6K2026-10-09
Prudent Man Investment Management, Inc.
INCREASED8471+13+18%$76.3K$97.2K+$20.9K2026-11-03
Downshift Financial, LLC
DECREASED8082-2-2%$98.4K$92.6K-$5.8K2026-10-13
Marquette Asset Management, LLC
UNCHANGED808000%$96.0K$92.6K-$3.4K2026-10-09
SBK Financial, Inc.
UNCHANGED797900%$94.8K$91.4K-$3.3K2026-11-02
IMG Wealth Management, Inc.
INCREASED7860+18+30%$72.0K$90.3K+$18.3K2026-10-27
High Point Wealth Management, LLC
INCREASED7870+8+11%$84.0K$90.3K+$6.3K2026-11-05
Redwood Park Advisors LLC
INCREASED777+70+1000%$8.4K$89.1K+$80.7K2026-11-02
Dakota Community Bank & Trust NA
UNCHANGED767600%$91.2K$87.9K-$3.2K2026-10-09
New England Capital Financial Advisors LLC
INCREASED7534+41+121%$41.3K$86.2K+$44.9K2026-11-03
Fiduciary Advisors, Inc.
UNCHANGED757500%$90.0K$86.8K-$3.2K2026-10-16
Fairway Wealth LLC
INCREASED745+69+1380%$6.0K$85.6K+$79.6K2026-10-30
United Financial Planning Group LLC
UNCHANGED747400%$88.8K$85.6K-$3.1K2026-11-04
Morton Brown Family Wealth, LLC
UNCHANGED737300%$87.6K$84.5K-$3.1K2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED696900%$82.9K$80.0K-$2.9K2026-10-15
Breakwater Investment Management
INCREASED6559+6+10%$70.8K$75.2K+$4.4K2026-10-20
Hoese & Co LLP
UNCHANGED656500%$78.0K$75.2K-$2.8K2026-10-21
Hara Capital LLC
UNCHANGED656500%$78.0K$75.2K-$2.8K2026-10-30
John Boyer, Inc.
NEW62—+62——$72.3K—2026-10-27
Blume Capital Management, Inc.
UNCHANGED606000%$72.0K$69.4K-$2.5K2026-10-26
Antipodes Partners Ltd
DECREASED56122-66-54%$146.3K$64.8K-$81.5K2026-11-05
CGC Financial Services, LLC
UNCHANGED555500%$66.3K$64.0K-$2.2K2026-10-13
AlphaCentric Advisors LLC
INCREASED5248+4+8%$57.6K$60.2K+$2.6K2026-11-03
St. Johns Investment Management Company, LLC
UNCHANGED515100%$61.2K$59.0K-$2.2K2026-10-30
Kozak & Associates, Inc.
UNCHANGED505000%$59.9K$64.8K+$4.9K2026-10-29
Western Pacific Wealth Management, LP
UNCHANGED505000%$60.3K$58.1K-$2.1K2026-10-16
Accordant Advisory Group Inc
UNCHANGED505000%$60.0K$57.9K-$2.1K2026-10-29
KFG LLC
NEW49—+49——$56.7K—2026-11-02
Tounjian Advisory Partners, LLC
DECREASED4858-10-17%$69.9K$55.8K-$14.1K2026-11-04
West Financial Advisors, LLC
UNCHANGED464600%$55.2K$53.2K-$1.9K2026-10-22
Davis Capital Management
DECREASED4361-18-30%$73.2K$49.8K-$23.4K2026-10-08
Foresight Capital Management Advisors, Inc.
NEW42—+42——$48.8K—2026-10-27
Manitou Investment Management Ltd.
UNCHANGED404000%$48.0K$46.3K-$1.7K2026-10-15
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED404000%$48.4K$46.8K-$1.7K2026-10-28
Peck Wealth Management, LLC
UNCHANGED393900%$46.8K$45.1K-$1.7K2026-10-29
Nvest Wealth Strategies, Inc.
DECREASED3539-4-10%$47.1K$40.8K-$6.3K2026-10-14
Summit Securities Group LLC
DECREASED34203-169-83%$243.5K$39.3K-$204.1K2026-11-05
Dorato Capital Management
UNCHANGED343400%$40.4K$40.4K+$52026-10-08
Acima Private Wealth, LLC
DECREASED3275-43-57%$90.0K$37.0K-$52.9K2026-10-05
Torren Management, LLC
INCREASED327+25+357%$8.4K$37.0K+$28.6K2026-10-29
Pacific Center for Financial Services
INCREASED2914+15+107%$16.8K$33.6K+$16.8K2026-10-15
Lloyd Advisory Services, Llc.
DECREASED2932-3-9%$38.4K$33.7K-$4.7K2026-11-02
WestEnd Advisors, LLC
UNCHANGED242400%$28.8K$27.8K-$1.0K2026-10-27
Investors Research Corp
NEW21—+21——$24.3K—2026-10-07
Signature Resources Capital Management, LLC
INCREASED2117+4+24%$20.4K$24.3K+$3.9K2026-10-16
RMG Wealth Management LLC
INCREASED2119+2+11%$23.2K$27.1K+$3.9K2026-10-26
NorthAvenue LLC
UNCHANGED212100%$25.2K$24.3K-$8902026-10-29
CKW Financial Group
INCREASED205+15+300%$6.0K$23-$6.0K2026-10-29
Thompson Investment Management, Inc.
UNCHANGED202000%$24.0K$23.1K-$8472026-10-14
Berbice Capital Management LLC
UNCHANGED202000%$24.0K$23.1K-$8442026-10-13
Bernzott Capital Advisors
NEW18—+18——$20.8K—2026-10-29
Key Capital Management, Inc
INCREASED186+12+200%$7.2K$20.8K+$13.6K2026-11-03
Essential Investment Partners LLC
NEW17—+17——$19.7K—2026-10-27
PayPay Securities Corp
DECREASED1516-1-6%$19.2K$17.4K-$1.8K2026-10-27
Richardson Capital Management LLC
NEW13—+13——$15.0K—2026-10-23
Lipe & Dalton
UNCHANGED131300%$16$15-$12026-10-15
Vima LLC
UNCHANGED131300%$15.6K$15.0K-$5512026-10-23
Steph & Co
UNCHANGED101000%$12.0K$11.6K-$4232026-10-07
Point Nemo Capital, LLC
UNCHANGED101000%$12.0K$11.6K-$4232026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED101000%$12.0K$11.6K-$4232026-10-14
POM Investment Strategies, LLC
DECREASED848-40-83%$57.6K$9.3K-$48.3K2026-10-20
Team Financial Group, LLC
NEW7—+7——$8.1K—2026-10-30
Intelligent Financial Strategies
NEW7—+7——$8.1K—2026-10-16
Next Level Wealth Planning, LLC
NEW7—+7——$8.1K—2026-10-29
MJT & Associates Financial Advisory Group, Inc.
DECREASED78-1-12%$9.6K$8.1K-$1.5K2026-10-07
Advocate Investing Services LLC
UNCHANGED7700%$8.4K$8.1K-$2962026-10-26
Sunrise Financial Services, LLC
UNCHANGED6600%$7.2K$6.9K-$2552026-10-21
Disciplina Capital Management LLC
UNCHANGED4400%$4.8K$4.7K-$1632026-11-06
Comprehensive Financial Planning, Inc.
NEW3—+3——$3.5K—2026-10-27
Rachor Investment Advisory Services, LLC
UNCHANGED3300%$3.6K$3.5K-$1272026-10-29
Newton One Investments LLC
NEW2—+2——$2.3K—2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED2200%$2.4K$2.3K-$842026-10-15
Caitong International Asset Management Co., Ltd
DECREASED15,347-5,346-100%$6.4M$1.2K-$6.4M2026-10-29
Y-Intercept (Hong Kong) Ltd
CLOSED08,310-8,310-100%$10.0M$0-$10.0M2026-10-16
Machina Capital S.A.S.
CLOSED03,054-3,054-100%$3.7M$0-$3.7M2026-11-05
Bellwether Advisors, LLC
CLOSED02,793-2,793-100%$3.4M$0-$3.4M2026-11-09
Targeted Financial Services LLC
CLOSED01,900-1,900-100%$2.3M$0-$2.3M2026-10-19
Provident Wealth Management, LLC
CLOSED01,334-1,334-100%$1.6M$0-$1.6M2026-10-20
Johnson Financial Group, LLC
CLOSED01,147-1,147-100%$1.4M$0-$1.4M2026-11-03
Motley Fool Asset Management LLC
CLOSED01,101-1,101-100%$1.3M$0-$1.3M2026-10-27
Cannon Advisors, Inc.
CLOSED0950-950-100%$1.1M$0-$1.1M2026-10-14
Burford Brothers, Inc.
CLOSED0890-890-100%$1.1M$0-$1.1M2026-10-21
Sepio Capital, LP
CLOSED0826-826-100%$990.2K$0-$990.2K2026-10-22
FSA Investment Group, LLC
CLOSED0754-754-100%$904.4K$0-$904.4K2026-10-07
Scarborough Advisors, LLC
CLOSED0723-723-100%$819.6K$0-$819.6K2026-10-16
Counterpoint Mutual Funds LLC
CLOSED0633-633-100%$759.2K$0-$759.2K2026-10-16
Pictet Bank & Trust Ltd
CLOSED0540-540-100%$647.7K$0-$647.7K2026-10-21
Breachway Investments LLC
CLOSED0513-513-100%$615.9K$0-$615.9K2026-10-19
Ldic Inc.
CLOSED0498-498-100%$597.3K$0-$597.3K2026-10-14
Laurion Capital Management LP
CLOSED0448-448-100%$537.3K$0-$537.3K2026-10-30
Sunesis Advisors, LLC
CLOSED0419-419-100%$502.6K$0-$502.6K2026-10-26
Verus Wealth Management, LLC
CLOSED0344-344-100%$412.6K$0-$412.6K2026-10-13
Opus Financial Solutions LLC
CLOSED0301-301-100%$361.2K$0-$361.2K2026-11-06
Guidance Capital, Inc
CLOSED0296-296-100%$346.4K$0-$346.4K2026-11-03
Beirne Wealth Consulting Services, LLC
CLOSED0294-294-100%$352.6K$0-$352.6K2026-10-19
RIA Advisory Group LLC
CLOSED0259-259-100%$310.4K$0-$310.4K2026-10-15
Fulcrum Wealth Advisors, LLC
CLOSED0248-248-100%$297.6K$0-$297.6K2026-10-16
Morling Financial Advisors, LLC
CLOSED0236-236-100%$283.1K$0-$283.1K2026-10-28
Hanseatic Management Services Inc
CLOSED0204-204-100%$244.7K$0-$244.7K2026-10-27
Todd Asset Management LLC
CLOSED0203-203-100%$243.5K$0-$243.5K2026-10-27
Dynamic Financial Group
CLOSED0198-198-100%$238.1K$0-$238.1K2026-10-28
4J Wealth Management LLC
CLOSED0194-194-100%$232.7K$0-$232.7K2026-11-02
Sensenig Capital Advisors, Inc
CLOSED0177-177-100%$212.3K$0-$212.3K2026-10-23
Paradigm, Strategies in Wealth Management, LLC
CLOSED0175-175-100%$209.9K$0-$209.9K2026-10-16
Post Resch Tallon Group Inc.
CLOSED0175-175-100%$210.2K$0-$210.2K2026-10-09
Centerline Wealth Advisors, LLC
CLOSED0172-172-100%$206.3K$0-$206.3K2026-10-15
Stegent Equity Advisors, Inc.
CLOSED0172-172-100%$206.3K$0-$206.3K2026-10-13
Baker Boyer National Bank
CLOSED0172-172-100%$206.3K$0-$206.3K2026-11-05
North Berkeley Wealth Management, LLC
CLOSED0172-172-100%$206.3K$0-$206.3K2026-11-02
Parrish Capital LLC
CLOSED0171-171-100%$205.1K$0-$205.1K2026-10-01
Sharkey, Howes & Javer
CLOSED0170-170-100%$204.0K$0-$204.0K2026-10-22
Ballew Advisors, Inc
CLOSED0170-170-100%$206.9K$0-$206.9K2026-10-05
Advisory Advocates, LLC
CLOSED0170-170-100%$203.9K$0-$203.9K2026-11-05
MKT Advisors LLC
CLOSED0169-169-100%$208.8K$0-$208.8K2026-10-20
Cypress Financial Planning LLC
CLOSED0169-169-100%$203.0K$0-$203.0K2026-10-09
Sound Financial Strategies Group, LLC
CLOSED0169-169-100%$202.7K$0-$202.7K2026-10-30
Cutler Investment Counsel LLC
CLOSED0168-168-100%$201.5K$0-$201.5K2026-10-28
Pioneer Family Office, LLC
CLOSED0120-120-100%$143.9K$0-$143.9K2026-10-30
Atlatl Advisers LLC
CLOSED0115-115-100%$137.9K$0-$137.9K2026-10-22
Bayforest Capital Ltd
CLOSED0100-100-100%$119.9K$0-$119.9K2026-11-03
Robinswood Financial LLC
CLOSED081-81-100%$97.6K$0-$97.6K2026-10-20
Decker Retirement Planning Inc.
CLOSED054-54-100%$64.8K$0-$64.8K2026-10-19
Mountain Hill Investment Partners Corp.
CLOSED026-26-100%$31.2K$0-$31.2K2026-10-23
Whipplewood Advisors, LLC
CLOSED022-22-100%$26.4K$0-$26.4K2026-10-20
Alpha Wealth Funds, LLC
CLOSED022-22-100%$26.4K$0-$26.4K2026-11-05
Strategic Wealth Advisors LLC
CLOSED018-18-100%$19$0-$192026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED09-9-100%$10.8K$0-$10.8K2026-10-29
Ball & Co Wealth Management Inc.
CLOSED05-5-100%$6.0K$0-$6.0K2026-11-05
Evolution Advisers, Inc.
CLOSED03-3-100%$3$0-$32026-11-06
Midway Capital Research & Management
CLOSED02-2-100%$2.4K$0-$2.4K2026-10-20
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$2.7M$1.8M-$948.3K2026-10-29
Illumine Investment Management, LLC
UNCHANGED000—$695.7K$676.9K-$18.8K2026-10-22
BlackRock, Inc.
N/A—67,540,400-67,540,400-100%$81.0B———
Vanguard Capital Management LLC
N/A—53,528,868-53,528,868-100%$64.2B———
State Street Corp
N/A—36,215,754-36,215,754-100%$43.4B———
FMR LLC
N/A—28,462,475-28,462,475-100%$34.1B———
Capital Research Global Investors
N/A—20,873,140-20,873,140-100%$25.0B———
Vanguard Portfolio Management LLC
N/A—20,859,217-20,859,217-100%$25.0B———
Morgan Stanley
N/A—16,226,398-16,226,398-100%$19.5B———
Capital World Investors
N/A—15,902,642-15,902,642-100%$19.1B———
Price T Rowe Associates Inc
N/A—13,911,839-13,911,839-100%$16.7B———
JPMorgan Chase & Co
N/A—12,598,524-12,598,524-100%$15.5B———
Norges Bank
N/A—11,471,413-11,471,413-100%$13.8B———
Bank of America Corp
N/A—11,274,243-11,274,243-100%$13.5B———
Wellington Management Group LLP
N/A—10,998,953-10,998,953-100%$13.2B———
State Farm Mutual Automobile Insurance Co
N/A—10,759,188-10,759,188-100%$12.9B———
Primecap Management Co
N/A—9,172,904-9,172,904-100%$11.0B———
Northern Trust Corp
N/A—8,796,866-8,796,866-100%$10.6B———
Goldman Sachs Group Inc
N/A—7,652,960-7,652,960-100%$9.2B———
UBS Asset Management Americas LLC
N/A—7,209,385-7,209,385-100%$8.6B———
Charles Schwab Investment Management Inc
N/A—6,001,955-6,001,955-100%$7.2B———
Capital International Investors
N/A—5,734,768-5,734,768-100%$6.9B———
Jennison Associates LLC
N/A—5,461,416-5,461,416-100%$6.6B———
Legal & General Group Plc
N/A—5,145,229-5,145,229-100%$6.2B———
Nuveen, LLC
N/A—5,061,510-5,061,510-100%$6.1B———
Wells Fargo & Company
N/A—4,646,119-4,646,119-100%$5.6B———
Vanguard Fiduciary Trust Co
N/A—4,592,311-4,592,311-100%$5.5B———
Franklin Resources Inc
N/A—4,590,218-4,590,218-100%$5.5B———
Royal Bank of Canada
N/A—4,358,401-4,358,401-100%$5.2B———
Alliancebernstein L.P.
N/A—4,261,385-4,261,385-100%$3.9B———
Jupiter Topco LLC
N/A—3,891,118-3,891,118-100%$4.7B———
UBS Group AG
N/A—3,865,931-3,865,931-100%$4.6B———
Invesco Ltd.
N/A—3,694,152-3,694,152-100%$4.4B———
Ameriprise Financial Inc
N/A—2,996,669-2,996,669-100%$3.6B———
American Century Companies Inc
N/A—2,354,837-2,354,837-100%$2.8B———
Swiss National Bank
N/A—2,265,150-2,265,150-100%$2.7B———
Victory Capital Management Inc
N/A—2,141,447-2,141,447-100%$2.6B———
HSBC Holdings PLC
N/A—1,988,595-1,988,595-100%$2.4B———
SG Americas Securities, LLC
N/A—1,983,708-1,983,708-100%$2.4B———
Bank of Montreal
N/A—1,724,702-1,724,702-100%$2.1B———
Canada Pension Plan Investment Board
N/A—1,715,070-1,715,070-100%$2.1B———
Raymond James Financial Inc
N/A—1,713,850-1,713,850-100%$2.1B———
Vanguard Global Advisers, LLC
N/A—1,707,634-1,707,634-100%$2.0B———
Neuberger Berman Group LLC
N/A—1,697,061-1,697,061-100%$2.0B———
National Pension Service
N/A—1,682,782-1,682,782-100%$2.0B———
Vanguard Asset Management, Ltd
N/A—1,556,634-1,556,634-100%$1.9B———
Nordea Investment Management AB
N/A—1,477,275-1,477,275-100%$1.8B———
California Public Employees Retirement System
N/A—1,440,683-1,440,683-100%$1.7B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,338,915-1,338,915-100%$1.6B———
Manufacturers Life Insurance Company, the
N/A—1,337,665-1,337,665-100%$1.6B———
Rhumbline Advisers
N/A—1,333,307-1,333,307-100%$1.6B———
Schroder Investment Management Group
N/A—1,277,161-1,277,161-100%$1.5B———
California State Teachers Retirement System
N/A—1,217,561-1,217,561-100%$1.5B———
APG Asset Management N.V.
N/A—1,210,321-1,210,321-100%$1.3B———
Voya Investment Management LLC
N/A—1,190,792-1,190,792-100%$1.4B———
Envestnet Asset Management Inc
N/A—1,175,866-1,175,866-100%$1.4B———
AQR Capital Management LLC
N/A—1,035,605-1,035,605-100%$1.2B———
TD Asset Management Inc
N/A—1,003,469-1,003,469-100%$1.2B———
BNP Paribas Asset Management Holding S.A.
N/A—1,001,608-1,001,608-100%$1.2B———
BNP Paribas Financial Markets
N/A—961,496-961,496-100%$1.2B———
Citadel Advisors LLC
N/A—945,456-945,456-100%$1.1B———
Bessemer Group Inc
N/A—923,815-923,815-100%$1.1B———
CIBC Bancorp USA Inc.
N/A—906,485-906,485-100%$1.1B———
Ensign Peak Advisors, Inc
N/A—895,262-895,262-100%$1.1B———
Natixis Advisors, LLC
N/A—876,181-876,181-100%$1.1B———
New York State Common Retirement Fund
N/A—865,587-865,587-100%$1.0B———
Caisse de Depot ET Placement DU Quebec
N/A—805,809-805,809-100%$966.5M———
Stifel Financial Corp
N/A—786,902-786,902-100%$943.9M———
Cerity Partners LLC
N/A—747,548-747,548-100%$896.6M———
Jones Financial Companies Lllp
N/A—746,099-746,099-100%$901.2M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—743,966-743,966-100%$892.3M———
Prudential Financial Inc
N/A—734,148-734,148-100%$880.6M———
Adage Capital Partners GP, L.L.C.
N/A—726,199-726,199-100%$871.0M———
Aviva PLC
N/A—718,261-718,261-100%$861.5M———
Mariner, LLC
N/A—716,755-716,755-100%$859.9M———
Lazard Asset Management LLC
N/A—694,293-694,293-100%$832.8M———
Winslow Capital Management, LLC
N/A—693,624-693,624-100%$832.0M———
National Bank of Canada
N/A—692,569-692,569-100%$830.7M———
SEI Investments Co
N/A—689,850-689,850-100%$827.4M———
State Board of Administration of Florida Retirement System
N/A—683,386-683,386-100%$819.7M———
Handelsbanken Fonder AB
N/A—680,927-680,927-100%$816.7K———
Polen Capital Management LLC
N/A—666,912-666,912-100%$799.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—661,071-661,071-100%$792.9M———
Korea Investment Corp
N/A—658,950-658,950-100%$790.4M———
Royal London Asset Management LTD
N/A—645,864-645,864-100%$774.7M———
Canada Life Assurance Co
N/A—640,845-640,845-100%$767.8M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—610,128-610,128-100%$729.3M———
Allianz Asset Management GmbH
N/A—578,634-578,634-100%$694.0M———
Rockefeller Capital Management L.P.
N/A—559,339-559,339-100%$670.9M———
Quantinno Capital Management LP
N/A—547,546-547,546-100%$656.7M———
Nomura Asset Management International Inc.
N/A—526,202-526,202-100%$631.1M———
Employees Provident Fund Board
N/A—518,259-518,259-100%$621.6M———
Acadian Asset Management LLC
N/A—508,522-508,522-100%$609.9M———
D. E. Shaw & Co., Inc.
N/A—496,563-496,563-100%$595.6M———
Clearbridge Investments, LLC
N/A—483,528-483,528-100%$580.0M———
Storebrand Asset Management AS
N/A—471,742-471,742-100%$565.8M———
AustralianSuper Pty Ltd
N/A—469,702-469,702-100%$563.4M———
Castle Hook Partners LP
N/A—465,187-465,187-100%$558.0M———
Saturna Capital Corp
N/A—460,411-460,411-100%$539.4M———
Jane Street Group, LLC
N/A—458,318-458,318-100%$549.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—448,840-448,840-100%$538.4M———
Rathbones Group PLC
N/A—447,654-447,654-100%$536.9M———
HighTower Advisors, LLC
N/A—436,561-436,561-100%$523.6M———
State of Wisconsin Investment Board
N/A—428,209-428,209-100%$513.6M———
Lord, Abbett & Co. LLC
N/A—427,913-427,913-100%$513.3M———
Public Employees Retirement Association of Colorado
N/A—426,586-426,586-100%$511.7M———
Fayez Sarofim & Co
N/A—425,688-425,688-100%$510.6M———
Westfield Capital Management Co LP
N/A—416,732-416,732-100%$499.8M———
Vanguard Investments Australia, Ltd.
N/A—409,709-409,709-100%$491.4M———
Nomura Asset Management Co LTD
N/A—402,536-402,536-100%$482.8M———
Tidal Investments LLC
N/A—399,953-399,953-100%$479.7M———
LGT Group Foundation
N/A—399,659-399,659-100%$479.4M———
Man Group plc
N/A—398,861-398,861-100%$478.4M———
1832 Asset Management L.P.
N/A—396,979-396,979-100%$476.1M———
Treasurer of the State of North Carolina
N/A—393,599-393,599-100%$472.1M———
Chevy Chase Trust Holdings, LLC
N/A—389,384-389,384-100%$467.0M———
Edgewood Management LLC
N/A—388,627-388,627-100%$466.1M———
CI Investments Inc.
N/A—387,911-387,911-100%$465.3M———
Panagora Asset Management Inc
N/A—373,768-373,768-100%$448.3M———
Credit Agricole S A
N/A—373,733-373,733-100%$448.3M———
Public Sector Pension Investment Board
N/A—368,356-368,356-100%$441.8M———
Cetera Investment Advisers
N/A—366,026-366,026-100%$439.0M———
Osaic Holdings, Inc.
N/A—359,552-359,552-100%$431.6M———
LOS Angeles Capital Management LLC
N/A—355,712-355,712-100%$426.7M———
KLP Kapitalforvaltning AS
N/A—348,239-348,239-100%$417.7M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—348,001-348,001-100%$417.4M———
Blair William & Co
N/A—347,098-347,098-100%$416.3M———
Qube Research & Technologies Ltd
N/A—346,498-346,498-100%$415.6M———
Van Eck Associates Corp
N/A—344,960-344,960-100%$413.8M———
Marshall Wace, LLP
N/A—334,637-334,637-100%$401.4M———
Artisan Partners Limited Partnership
N/A—328,382-328,382-100%$393.9M———
DnB Asset Management AS
N/A—322,831-322,831-100%$387.2M———
Mairs & Power Inc
N/A—322,129-322,129-100%$386.4M———
Teacher Retirement System of Texas
N/A—320,915-320,915-100%$384.9M———
CIBC World Market Inc.
N/A—309,129-309,129-100%$370.8M———
Captrust Financial Advisors
N/A—308,951-308,951-100%$370.6M———
Public Employees Retirement System of Ohio
N/A—307,490-307,490-100%$368.8M———
Baird Financial Group, Inc.
N/A—303,814-303,814-100%$364.4M———
Glenmede Trust Co NA
N/A—300,851-300,851-100%$360.8M———
Janney Montgomery Scott LLC
N/A—298,453-298,453-100%$358.0M———
Susquehanna International Group, LLP
N/A—295,487-295,487-100%$354.4M———
Menora Mivtachim Holdings Ltd.
N/A—294,200-294,200-100%$352.9M———
Harvest Portfolios Group Inc.
N/A—281,944-281,944-100%$338.2M———
Systematic Alpha Investments, LLC
N/A—279,303-279,303-100%$335.0M———
Brown Brothers Harriman & Co
N/A—275,383-275,383-100%$330.3M———
State of Tennessee, Department of Treasury
N/A—274,745-274,745-100%$329.5M———
Empower Advisory Group, LLC
N/A—268,075-268,075-100%$321.5M———
M&T Bank Corp
N/A—261,864-261,864-100%$314.1M———
Focus Partners Wealth
N/A—260,045-260,045-100%$311.9M———
Orbimed Advisors LLC
N/A—257,900-257,900-100%$309.3M———
Tredje Ap-fonden
N/A—257,172-257,172-100%$308.5M———
Huntington National Bank
N/A—256,622-256,622-100%$307.8M———
Federated Hermes, Inc.
N/A—255,206-255,206-100%$306.1M———
Polar Capital Holdings Plc
N/A—251,997-251,997-100%$302.3M———
Arrowstreet Capital, Limited Partnership
N/A—249,935-249,935-100%$299.8M———
Marex Group Ltd
N/A—249,397-249,397-100%$299.1M———
Sanctuary Advisors, LLC
N/A—247,625-247,625-100%$297.0M———
DJE Kapital AG
N/A—246,220-246,220-100%$305.8M———
Squarepoint Ops LLC
N/A—245,569-245,569-100%$294.5M———
Woodline Partners LP
N/A—244,861-244,861-100%$293.7M———
Toronto Dominion Bank
N/A—242,914-242,914-100%$291.4M———
Northwestern Mutual Wealth Management Co
N/A—242,271-242,271-100%$290.6M———
Resona Asset Management Co.,Ltd.
N/A—241,202-241,202-100%$290.9M———
Schonfeld Strategic Advisors LLC
N/A—240,327-240,327-100%$48.5M———
Vaughan Nelson Investment Management, L.P.
N/A—238,515-238,515-100%$286.1M———
Cascade Financial Partners, LLC
N/A—236,707-236,707-100%$283.9M———
First Trust Advisors LP
N/A—217,393-217,393-100%$260.7M———
MetLife Investment Management, LLC
N/A—212,458-212,458-100%$254.8M———
Zurich Insurance Group Ltd
N/A—205,905-205,905-100%$247.0M———
Mediolanum International Funds Ltd
N/A—202,670-202,670-100%$249.3M———
FIL Ltd
N/A—201,889-201,889-100%$242.2M———
Capital International, Inc.
N/A—198,681-198,681-100%$238.3M———
Bollard Group LLC
N/A—197,160-197,160-100%$236.5M———
Commerce Bank
N/A—196,251-196,251-100%$235.4M———
NewEdge Advisors, LLC
N/A—194,721-194,721-100%$233.6M———
Mercer Global Advisors Inc
N/A—189,731-189,731-100%$227.6M———
Macquarie Group LTD
N/A—184,400-184,400-100%$221.2M———
Millennium Management LLC
N/A—182,678-182,678-100%$219.1M———
Vinva Investment Management Ltd
N/A—180,920-180,920-100%$222.5M———
&partners
N/A—180,745-180,745-100%$217.0M———
Capitolis Liquid Global Markets LLC
N/A—177,877-177,877-100%$213.4M———
Holocene Advisors, LP
N/A—176,517-176,517-100%$211.7M———
MML Investors Services, LLC
N/A—176,497-176,497-100%$211.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—173,392-173,392-100%$208.0M———
Bank of Nova Scotia
N/A—173,376-173,376-100%$208.0M———
O'shaughnessy Asset Management, LLC
N/A—172,997-172,997-100%$207.5M———
Haverford Trust Co
N/A—165,960-165,960-100%$199.1M———
Nissay Asset Management Corp N
N/A—165,404-165,404-100%$198.4M———
ABN Amro Bank N.V.
N/A—164,869-164,869-100%$198.9M———
Pinnacle Financial Partners, Inc.
N/A—155,017-155,017-100%$185.9M———
Sequoia Financial Advisors, LLC
N/A—154,543-154,543-100%$185.4M———
Capital International Sarl
N/A—153,860-153,860-100%$184.5M———
Jensen Investment Management Inc
N/A—153,735-153,735-100%$184.4M———
Worldquant Millennium Advisors LLC
N/A—153,281-153,281-100%$183.8M———
Balyasny Asset Management L.P.
N/A—151,950-151,950-100%$182.3M———
Vanguard Personalized Indexing Management, LLC
N/A—151,203-151,203-100%$181.4M———
Teachers Retirement System of the State of Kentucky
N/A—149,662-149,662-100%$179.5M———
Whittier Trust Co
N/A—147,564-147,564-100%$177.1M———
QRG Capital Management, Inc.
N/A—146,305-146,305-100%$175.5M———
Massachusetts Financial Services Co
N/A—145,790-145,790-100%$176.8M———
Blackhill Capital Inc
N/A—145,121-145,121-100%$174.1M———
Groupe la Francaise
N/A—143,142-143,142-100%$171.3M———
Employees Retirement System of Texas
N/A—142,500-142,500-100%$170.9M———
Clark Capital Management Group, Inc.
N/A—141,416-141,416-100%$169.6M———
Bamco Inc
N/A—140,540-140,540-100%$168.6M———
USS Investment Management Ltd
N/A—139,687-139,687-100%$167.6M———
Empowered Funds, LLC
N/A—138,183-138,183-100%$165.7M———
Federation des caisses Desjardins du Quebec
N/A—135,322-135,322-100%$162.3M———
Teewinot Capital Advisers, L.L.C.
N/A—131,992-131,992-100%$158.3M———
Pggm Investments
N/A—131,807-131,807-100%$158.1M———
Erste Asset Management GmbH
N/A—130,143-130,143-100%$159.3M———
Oxford Financial Group, Ltd. LLC
N/A—128,862-128,862-100%$154.6M———
MAI Capital Management
N/A—127,320-127,320-100%$152.7M———
Life Cycle Investment Partners Ltd
N/A—125,054-125,054-100%$150.0M———
Wealthfront Advisers LLC
N/A—122,313-122,313-100%$146.7M———
Utah Retirement Systems
N/A—121,217-121,217-100%$145.4M———
Brown Advisory Inc
N/A—121,140-121,140-100%$145.3M———
British Columbia Investment Management Corp
N/A—120,401-120,401-100%$144.4M———
Banco Santander, S.A.
N/A—119,853-119,853-100%$143.8M———
Police & Firemen's Retirement System of New Jersey
N/A—119,752-119,752-100%$143.6M———
Epoch Investment Partners, Inc.
N/A—119,698-119,698-100%$143.6M———
Pathstone Holdings, LLC
N/A—118,903-118,903-100%$143.1M———
Steward Partners Investment Advisory, LLC
N/A—116,568-116,568-100%$139.8M———
Varma Mutual Pension Insurance Co
N/A—115,868-115,868-100%$139.0M———
Stock Yards Bank & Trust Co
N/A—115,822-115,822-100%$138.9M———
Silvant Capital Management LLC
N/A—115,077-115,077-100%$138.0M———
Bowen Hanes & Co Inc
N/A—114,646-114,646-100%$105.4M———
Zacks Investment Management
N/A—114,449-114,449-100%$137.3M———
Andra Ap-fonden
N/A—113,513-113,513-100%$136.2M———
Kinetic Partners Management, LP
N/A—112,720-112,720-100%$135.2M———
Groupama Asset Managment
N/A—111,684-111,684-100%$136.8M———
Comgest Global Investors S.A.S.
N/A—110,028-110,028-100%$132.0M———
IEQ Capital, LLC
N/A—106,721-106,721-100%$128.0M———
Ilmarinen Mutual Pension Insurance Co
N/A—106,300-106,300-100%$127.5M———
Gabelli Funds LLC
N/A—104,112-104,112-100%$124.9M———
ING Groep NV
N/A—104,043-104,043-100%$124.8M———
Pinebridge Investments LLC
N/A—101,506-101,506-100%$121.7M———
Hudson Bay Capital Management LP
N/A—100,000-100,000-100%$119.9M———
Rock Springs Capital Management LP
N/A—98,700-98,700-100%$118.4M———
Waverly Advisors, LLC
N/A—97,676-97,676-100%$117.2M———
Munro Partners
N/A—97,240-97,240-100%$116.6M———
Phoenix Financial Ltd.
N/A—97,019-97,019-100%$116.4M———
EP Wealth Advisors, LLC
N/A—96,123-96,123-100%$115.3M———
Omers Administration Corp
N/A—93,080-93,080-100%$111.6M———
Scotia Capital Inc.
N/A—92,763-92,763-100%$111.3M———
Vega Investment Solutions
N/A—91,725-91,725-100%$110.0M———
Marsico Capital Management LLC
N/A—91,428-91,428-100%$109.7M———
Klingenstein Fields & Co LP
N/A—91,363-91,363-100%$109.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—91,229-91,229-100%$109.3M———
Trexquant Investment LP
N/A—90,850-90,850-100%$109.0M———
Rafferty Asset Management, LLC
N/A—90,318-90,318-100%$108.3M———
Ossiam
N/A—90,300-90,300-100%$108.3M———
Blue Whale Capital LLP
N/A—89,985-89,985-100%$107.9M———
Flputnam Investment Management Co
N/A—88,942-88,942-100%$106.7M———
Donaldson Capital Management, LLC
N/A—88,678-88,678-100%$106.4M———
Clal Insurance Enterprises Holdings Ltd
N/A—88,546-88,546-100%$106.2M———
Intech Investment Management LLC
N/A—87,915-87,915-100%$105.4M———
Castleark Management LLC
N/A—87,697-87,697-100%$105.2M———
Bridgewater Associates, LP
N/A—87,023-87,023-100%$104.4M———
Circle Wealth Management, LLC
N/A—86,137-86,137-100%$103.3M———
Elo Mutual Pension Insurance Co
N/A—85,566-85,566-100%$102.6M———
Kingsview Wealth Management, LLC
N/A—82,083-82,083-100%$98.5M———
Two Sigma Investments, LP
N/A—81,240-81,240-100%$97.4M———
Thornburg Investment Management Inc
N/A—79,682-79,682-100%$95.6M———
O'Neil Global Advisors, Inc.
N/A—79,678-79,678-100%$95.6M———
Peapack Gladstone Financial Corp
N/A—78,019-78,019-100%$93.6M———
Atalanta Sosnoff Capital, LLC
N/A—77,995-77,995-100%$93.5M———
Investment Management Corp of Ontario
N/A—77,551-77,551-100%$93.0M———
ARK Investment Management LLC
N/A—77,254-77,254-100%$92.7M———
Brevan Howard Capital Management LP
N/A—77,094-77,094-100%$92.5M———
Tri Locum Partners LP
N/A—76,532-76,532-100%$91.8M———
RWA Wealth Partners, LLC
N/A—76,026-76,026-100%$91.2M———
Prudential PLC
N/A—75,814-75,814-100%$90.9M———
Allstate Corp
N/A—75,805-75,805-100%$90.9M———
Quadrature Capital Ltd
N/A—75,764-75,764-100%$90.9M———
EFG International AG
N/A—75,750-75,750-100%$90.9M———
Fred Alger Management, LLC
N/A—75,669-75,669-100%$90.8M———
United Capital Financial Advisors, LLC
N/A—74,694-74,694-100%$89.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—73,257-73,257-100%$88.0M———
First Manhattan Co. Llc.
N/A—72,685-72,685-100%$87.2M———
Ostrum Asset Management
N/A—72,402-72,402-100%$86.8M———
NFJ Investment Group, LLC
N/A—71,473-71,473-100%$85.7M———
Capital International LTD
N/A—71,334-71,334-100%$85.6M———
Vident Advisory, LLC
N/A—70,087-70,087-100%$84.1M———
Mutual Advisors, LLC
N/A—68,768-68,768-100%$82.5M———
Caprock Group, LLC
N/A—68,190-68,190-100%$81.8M———
Foundations Investment Advisors, LLC
N/A—65,706-65,706-100%$78.8M———
Curi Capital, LLC
N/A—65,624-65,624-100%$78.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—65,338-65,338-100%$78.4M———
NewEdge Wealth, LLC
N/A—64,986-64,986-100%$77.9M———
Blue Sparrow, LLC
N/A—64,400-64,400-100%$77.2M———
AE Wealth Management LLC
N/A—64,033-64,033-100%$76.8M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—63,544-63,544-100%$76.2M———
Bristol Gate Capital Partners Inc.
N/A—62,345-62,345-100%$74.8M———
Mizuho Securities USA LLC
N/A—61,931-61,931-100%$74.3M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—61,630-61,630-100%$73.9M———
Azimuth Capital Investment Management LLC
N/A—61,611-61,611-100%$73.9M———
Davis R M Inc
N/A—61,458-61,458-100%$73.7M———
Beacon Pointe Advisors, LLC
N/A—61,241-61,241-100%$73.4M———
Elgethun Capital Management
N/A—60,510-60,510-100%$72.6M———
Pacer Advisors, Inc.
N/A—59,898-59,898-100%$71.8M———
Cresset Asset Management, LLC
N/A—59,006-59,006-100%$70.8M———
Nomura Holdings Inc
N/A—58,931-58,931-100%$70.7M———
LGT Fund Management Co Ltd.
N/A—58,755-58,755-100%$70.5M———
Glenview Capital Management, LLC
N/A—57,771-57,771-100%$69.3M———
Horizon Investments, LLC
N/A—57,355-57,355-100%$68.8M———
Destination Wealth Management
N/A—56,810-56,810-100%$68.1M———
Polymer Capital Management (HK) LTD
N/A—56,607-56,607-100%$67.9M———
Voloridge Investment Management, LLC
N/A—56,499-56,499-100%$67.8M———
Saudi Central Bank
N/A—56,217-56,217-100%$67.4M———
Rodgers Brothers Inc.
N/A—55,538-55,538-100%$66.6M———
Madison Asset Management, LLC
N/A—55,520-55,520-100%$66.6M———
Callan Family Office, LLC
N/A—54,722-54,722-100%$65.6M———
Vestmark Advisory Solutions, Inc.
N/A—53,968-53,968-100%$64.7M———
Aptus Capital Advisors, LLC
N/A—53,662-53,662-100%$64.4M———
HM Payson & Co
N/A—53,616-53,616-100%$64.3M———
Voleon Capital Management LP
N/A—53,311-53,311-100%$63.9M———
Milford Funds LTD
N/A—53,305-53,305-100%$63.9M———
Edmond de Rothschild Holding S.A.
N/A—52,884-52,884-100%$63.4M———
Orion Porfolio Solutions, LLC
N/A—51,486-51,486-100%$61.8M———
Advisory Services Network, LLC
N/A—51,131-51,131-100%$61.3M———
Integrated Wealth Concepts LLC
N/A—51,116-51,116-100%$61.3M———
Choate Investment Advisors
N/A—50,791-50,791-100%$60.9M———
Peregrine Capital Management LLC
N/A—50,785-50,785-100%$60.9M———
Kentucky Retirement Systems
N/A—50,577-50,577-100%$60.7M———
T. Rowe Price Investment Management, Inc.
N/A—50,482-50,482-100%$60.6M———
Banque Transatlantique SA
N/A—49,374-49,374-100%$55.0M———
Whittier Trust Co of Nevada Inc
N/A—48,915-48,915-100%$60.4M———
Norinchukin Bank, The
N/A—48,255-48,255-100%$57.9M———
VAN Lanschot Kempen Investment Management N.V.
N/A—47,928-47,928-100%$57.5M———
Dakota Wealth Management
N/A—47,782-47,782-100%$57.3M———
Daiichi Life Insurance Co., Ltd.
N/A—47,768-47,768-100%$57.3M———
Bluespring Wealth Management, LLC
N/A—46,863-46,863-100%$56.2M———
Arax Advisory Partners
N/A—46,821-46,821-100%$56.2M———
First Long Island Investors, LLC
N/A—45,914-45,914-100%$55.1M———
Equitable Holdings, Inc.
N/A—45,753-45,753-100%$54.9M———
Sands Capital Management, LLC
N/A—45,332-45,332-100%$54.4M———
Atlantic Union Bankshares Corp
N/A—45,167-45,167-100%$54.2M———
Bleakley Financial Group, LLC
N/A—45,004-45,004-100%$54.0M———
Shufro Rose & Co LLC
N/A—44,944-44,944-100%$53.9M———
Metis Global Partners, LLC
N/A—43,943-43,943-100%$52.7M———
Osterweis Capital Management Inc
N/A—43,596-43,596-100%$52.3M———
Hamilton Capital Partners Inc.
N/A—43,560-43,560-100%$52.2M———
Envestnet Portfolio Solutions, Inc.
N/A—41,689-41,689-100%$50.0M———
South Dakota Investment Council
N/A—41,297-41,297-100%$49.5M———
Dodge & COX
N/A—41,258-41,258-100%$49.5M———
Independent Advisor Alliance
N/A—41,149-41,149-100%$49.4M———
Atika Capital Management LLC
N/A—41,100-41,100-100%$49.3M———
Stratos Wealth Partners, Ltd.
N/A—41,007-41,007-100%$49.2M———
Martingale Asset Management L P
N/A—40,766-40,766-100%$48.9M———
KCM Capital Inc
N/A—40,000-40,000-100%$48.0M———
Capital Wealth Planning, LLC
N/A—39,748-39,748-100%$47.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—39,604-39,604-100%$47.5M———
Cumberland Partners Ltd
N/A—39,407-39,407-100%$47.3M———
PFM Health Sciences, LP
N/A—39,258-39,258-100%$47.1M———
Guggenheim Capital LLC
N/A—39,113-39,113-100%$46.9M———
Defilade Capital Management, L.P.
N/A—39,086-39,086-100%$46.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—38,934-38,934-100%$46.7M———
Liontrust Investment Partners LLP
N/A—38,794-38,794-100%$46.5M———
HRT Financial LP
N/A—38,616-38,616-100%$46.3M———
Advisors Capital Management, LLC
N/A—38,507-38,507-100%$46.2M———
BNP Paribas
N/A—38,251-38,251-100%$45.8M———
Catalyst Funds Management Pty Ltd
N/A—38,081-38,081-100%$45.7M———
Lombard Odier Asset Management (Switzerland) SA
N/A—38,073-38,073-100%$45.7M———
Sumitomo Life Insurance Co
N/A—37,489-37,489-100%$45.0M———
Samlyn Capital, LLC
N/A—37,125-37,125-100%$44.5M———
Stephens Inc
N/A—37,094-37,094-100%$44.7M———
Clarity Financial LLC
N/A—36,647-36,647-100%$44.0M———
Coldstream Capital Management Inc
N/A—36,385-36,385-100%$43.6M———
Blue Chip Partners, LLC
N/A—35,891-35,891-100%$43.0M———
Colonial Trust Advisors
N/A—35,773-35,773-100%$42.9M———
IHT Wealth Management, LLC
N/A—35,510-35,510-100%$42.6M———
Tiaa Wealth Investment Management LLC
N/A—35,205-35,205-100%$42.2M———
Bradley Foster & Sargent Inc
N/A—35,186-35,186-100%$42.2M———
Rheos Capital Works Inc.
N/A—35,000-35,000-100%$42.0M———
Parkman Healthcare Partners LLC
N/A—35,000-35,000-100%$42.0M———
Commerzbank Aktiengesellschaft
N/A—34,683-34,683-100%$41.6M———
Titan Investment Solutions Ltd
N/A—34,361-34,361-100%$41.2M———
Stillwater Capital Advisors, LLC
N/A—33,909-33,909-100%$40.7M———
Picton Mahoney Asset Management
N/A—33,628-33,628-100%$40.3M———
Johnson Investment Counsel Inc
N/A—33,088-33,088-100%$39.7M———
RiverFront Investment Group, LLC
N/A—32,968-32,968-100%$39.5M———
SIT Investment Associates Inc
N/A—32,822-32,822-100%$39.4M———
Hardman Johnston Global Advisors LLC
N/A—32,461-32,461-100%$38.9M———
Impax Asset Management Group plc
N/A—32,437-32,437-100%$38.9M———
Arkadios Wealth Advisors
N/A—32,277-32,277-100%$38.7M———
Triodos Investment Management BV
N/A—32,050-32,050-100%$38.4M———
Allianz SE
N/A—31,653-31,653-100%$38.0M———
Summit Financial, LLC
N/A—31,495-31,495-100%$37.8M———
Mufg Securities Emea plc
N/A—30,963-30,963-100%$37.1M———
Evelyn Partners Group Ltd
N/A—30,954-30,954-100%$37.1M———
Jump Financial, LLC
N/A—30,924-30,924-100%$37.1M———
Cary Street Partners Financial LLC
N/A—30,891-30,891-100%$37.1M———
Tudor Investment Corp ET AL
N/A—30,885-30,885-100%$37.0M———
1ST Source Bank
N/A—30,714-30,714-100%$36.8M———
Global Retirement Partners, LLC
N/A—30,536-30,536-100%$36.6M———
Dorsey & Whitney Trust Co LLC
N/A—30,476-30,476-100%$36.6M———
Liberty One Investment Management, LLC
N/A—30,289-30,289-100%$36.3M———
Bellevue Group AG
N/A—29,882-29,882-100%$35.8M———
Atle Fund Management AB
N/A—29,821-29,821-100%$35.8M———
Jupiter Asset Management LTD
N/A—29,495-29,495-100%$35.4M———
Hemenway Trust Co LLC
N/A—29,397-29,397-100%$35.3M———
Argent Trust Co
N/A—29,355-29,355-100%$35.2M———
Susquehanna Portfolio Strategies, LLC
N/A—29,264-29,264-100%$35.1M———
Benjamin Edwards Inc
N/A—29,114-29,114-100%$34.9M———
Summit Trail Advisors, LLC
N/A—29,075-29,075-100%$34.9M———
Dnca Finance
N/A—28,936-28,936-100%$34.7M———
Meeder Asset Management Inc
N/A—28,922-28,922-100%$34.7M———
BLI - Banque de Luxembourg Investments
N/A—28,740-28,740-100%$35.4M———
NS Partners Ltd
N/A—28,723-28,723-100%$34.5M———
Walleye Capital LLC
N/A—28,457-28,457-100%$34.1M———
Winslow Asset Management Inc
N/A—28,433-28,433-100%$34.1M———
Segall Bryant & Hamill, LLC
N/A—28,354-28,354-100%$34.0M———
ARP Global Capital Ltd
N/A—28,295-28,295-100%$33.9M———
Canada Post Corp Registered Pension Plan
N/A—28,062-28,062-100%$33.7M———
Unio Capital LLC
N/A—27,900-27,900-100%$33.5M———
Aristotle Atlantic Partners, LLC
N/A—27,877-27,877-100%$33.4M———
Hancock Whitney Corp
N/A—27,853-27,853-100%$33.4M———
Wealthspire Advisors, LLC
N/A—27,830-27,830-100%$33.4M———
Logan Capital Management Inc
N/A—27,791-27,791-100%$33.3M———
Harbour Investments, Inc.
N/A—27,683-27,683-100%$33.2M———
Bridgeway Capital Management, LLC
N/A—27,591-27,591-100%$33.1M———
Empirical Finance, LLC
N/A—27,524-27,524-100%$33.0M———
CSM Advisors, LLC
N/A—27,478-27,478-100%$33.0M———
Tower Research Capital LLC (TRC)
N/A—27,448-27,448-100%$32.9M———
Freestone Capital Holdings, LLC
N/A—27,406-27,406-100%$32.9M———
Gamco Investors, Inc. ET AL
N/A—27,377-27,377-100%$32.8M———
Northwest & Ethical Investments L.P.
N/A—27,350-27,350-100%$32.8M———
South Street Advisors LLC
N/A—27,161-27,161-100%$32.6M———
Snowden Capital Advisors LLC
N/A—27,065-27,065-100%$32.5M———
Varenne Capital Partners
N/A—26,251-26,251-100%$31.5M———
Insigneo Advisory Services, LLC
N/A—26,099-26,099-100%$31.3M———
Renaissance Technologies LLC
N/A—26,091-26,091-100%$31.3M———
Navellier & Associates Inc
N/A—26,077-26,077-100%$31.3M———
World Investment Advisors
N/A—25,879-25,879-100%$24.5M———
Evercore Wealth Management, LLC
N/A—25,798-25,798-100%$30.9M———
MayTech Global Investments, LLC
N/A—25,770-25,770-100%$30.9M———
Bridges Investment Management Inc
N/A—25,479-25,479-100%$30.6M———
Bartlett & Co. Wealth Management LLC
N/A—25,471-25,471-100%$30.6M———
Northwestern Mutual Investment Management Company, LLC
N/A—25,362-25,362-100%$30.4M———
Jacobs Levy Equity Management, Inc
N/A—25,294-25,294-100%$30.3M———
LGT Capital Partners Ltd.
N/A—25,240-25,240-100%$30.3M———
Gambit Capital Management, LLC
N/A—24,997-24,997-100%$30.0M———
Becker Capital Management Inc
N/A—24,740-24,740-100%$29.7M———
Tocqueville Asset Management L.P.
N/A—24,659-24,659-100%$29.6M———
F/m Investments LLC
N/A—24,561-24,561-100%$29.5M———
Matthew 25 Management Corp
N/A—24,500-24,500-100%$29.4M———
Valiant Capital Management, L.P.
N/A—24,286-24,286-100%$29.1M———
Cambient Family Office, LLC
N/A—24,259-24,259-100%$29.1M———
Principal Securities, Inc.
N/A—23,901-23,901-100%$28.7M———
Mufg Securities Americas Inc.
N/A—23,826-23,826-100%$28.6M———
Cozad Asset Management Inc
N/A—23,746-23,746-100%$28.5M———
London Co of Virginia
N/A—23,431-23,431-100%$28.1M———
Venturi Wealth Management, LLC
N/A—23,196-23,196-100%$27.8M———
Composition Wealth, LLC
N/A—22,959-22,959-100%$27.5M———
Douglass Winthrop Advisors, LLC
N/A—22,774-22,774-100%$27.3M———
Advisors Asset Management, Inc.
N/A—22,773-22,773-100%$27.3M———
Essex Financial Services, Inc.
N/A—22,725-22,725-100%$27.3M———
Vestcor Inc
N/A—22,615-22,615-100%$27.1M———
Huber Capital Management LLC
N/A—22,437-22,437-100%$26.9M———
Osmosis Investment Management UK Ltd
N/A—22,430-22,430-100%$26.9M———
Great Valley Advisor Group, Inc.
N/A—22,391-22,391-100%$26.9M———
Sound View Wealth Advisors Group, LLC
N/A—22,347-22,347-100%$26.8M———
Rhenman & Partners Asset Management AB
N/A—22,315-22,315-100%$26.8M———
S&CO Inc
N/A—22,300-22,300-100%$26.7M———
Soros Fund Management LLC
N/A—22,199-22,199-100%$26.6M———
Shelton Capital Management
N/A—21,997-21,997-100%$26.4M———
Gotham Asset Management, LLC
N/A—21,971-21,971-100%$26.4M———
Advocacy Wealth Management, LLC
N/A—21,869-21,869-100%$26.2M———
Banque Cantonale Vaudoise
N/A—21,866-21,866-100%$26.2M———
Callahan Advisors, LLC
N/A—21,791-21,791-100%$26.1M———
Savvy Advisors, Inc.
N/A—21,784-21,784-100%$26.1M———
Sienna Gestion
N/A—21,563-21,563-100%$26.8M———
Walter & Keenan Wealth Management LLC
N/A—21,280-21,280-100%$25.5M———
Stansberry Asset Management, LLC
N/A—21,241-21,241-100%$25.5M———
McGowan Group Asset Management, Inc.
N/A—21,201-21,201-100%$25.4M———
Clough Capital Partners L P
N/A—21,081-21,081-100%$25.3M———
Ithaka Group LLC
N/A—21,079-21,079-100%$25.3M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—20,988-20,988-100%$25.2M———
Rice Partnership, LLC
N/A—20,925-20,925-100%$25.1M———
GW&K Investment Management, LLC
N/A—20,866-20,866-100%$25.0M———
Robinhood Asset Management, LLC
N/A—20,823-20,823-100%$25.0M———
Longaeva Partners L.P.
N/A—20,808-20,808-100%$25.0M———
Siemens Fonds Invest GmbH
N/A—20,769-20,769-100%$24.9M———
Meeder Advisory Services, Inc.
N/A—20,367-20,367-100%$24.4M———
Cantor Fitzgerald, L. P.
N/A—20,326-20,326-100%$24.4M———
Spirepoint Private Client, LLC
N/A—20,170-20,170-100%$24.2M———
Ballentine Partners, LLC
N/A—20,150-20,150-100%$24.2M———
Eversept Partners, LP
N/A—20,116-20,116-100%$24.1M———
SouthState Bank Corp
N/A—20,005-20,005-100%$24.0M———
Gladstone Institutional Advisory LLC
N/A—19,736-19,736-100%$23.7M———
Science & Technology Partners, L.P.
N/A—19,550-19,550-100%$23.4M———
Holistic Financial Partners
N/A—19,363-19,363-100%$23.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—19,299-19,299-100%$23.1M———
Altshuler Shaham Ltd
N/A—19,232-19,232-100%$30.0K———
Intesa Sanpaolo S.p.A.
N/A—19,008-19,008-100%$22.8M———
Wahed Invest LLC
N/A—18,964-18,964-100%$22.7M———
Clear Street Group Inc.
N/A—18,606-18,606-100%$22.3M———
Covington Investment Advisors Inc.
N/A—18,531-18,531-100%$22.2M———
Boston Family Office LLC
N/A—18,325-18,325-100%$22.0M———
Connors Investor Services Inc
N/A—18,314-18,314-100%$22.0M———
CCM Investment Advisers LLC
N/A—17,861-17,861-100%$21.4M———
Biondo Investment Advisors, LLC
N/A—17,843-17,843-100%$21.4M———
First American Trust, FSB
N/A—17,839-17,839-100%$21.4M———
Amova Asset Management Americas, Inc.
N/A—17,827-17,827-100%$21.4M———
Oversea-Chinese Banking Corp Ltd
N/A—17,672-17,672-100%$21.2M———
Modern Wealth Management, LLC
N/A—17,517-17,517-100%$21.0M———
Westend Capital Management, LLC
N/A—17,366-17,366-100%$20.8M———
Jaffetilchin Investment Partners, LLC
N/A—17,346-17,346-100%$20.8M———
Kennedy Capital Management LLC
N/A—17,324-17,324-100%$20.8M———
Warther Private Wealth, LLC
N/A—17,266-17,266-100%$20.7M———
Stratos Investment Management, LLC
N/A—17,200-17,200-100%$20.6M———
Broadleaf Partners, LLC
N/A—17,036-17,036-100%$20.4M———
CreativeOne Wealth, LLC
N/A—17,036-17,036-100%$20.4M———
Ameritas Investment Partners, Inc.
N/A—16,973-16,973-100%$20.4M———
Guardian Capital LP
N/A—16,901-16,901-100%$20.3M———
Alerus Financial NA
N/A—16,766-16,766-100%$20.1M———
Colonial Trust Co / SC
N/A—16,664-16,664-100%$20.0M———
Capital Group Private Client Services, Inc.
N/A—16,498-16,498-100%$19.8M———
Harvest Fund Management Co., Ltd
N/A—16,480-16,480-100%$19.8M———
Cvfg LLC
N/A—16,337-16,337-100%$19.6M———
TCW Group Inc
N/A—16,076-16,076-100%$19.3M———
FWL Investment Management, LLC
N/A—15,864-15,864-100%$19.0M———
Capital Group Investment Management Pte. Ltd.
N/A—15,758-15,758-100%$18.9M———
Rothschild Investment LLC
N/A—15,725-15,725-100%$18.9M———
Nwam LLC
N/A—15,632-15,632-100%$18.7M———
Ramirez Asset Management, Inc.
N/A—15,509-15,509-100%$18.6M———
Amica Mutual Insurance Co
N/A—15,490-15,490-100%$18.6M———
Moneta Group Investment Advisors LLC
N/A—15,437-15,437-100%$18.5M———
Strategic Wealth Partners, Ltd.
N/A—15,389-15,389-100%$18.5M———
German American Bancorp, Inc.
N/A—15,347-15,347-100%$18.4M———
Capital Fund Management S.A.
N/A—15,245-15,245-100%$18.3M———
NWK Group, Inc.
N/A—15,227-15,227-100%$18.3M———
Spartan Wealth Advisory Services LLC
N/A—15,192-15,192-100%$18.2M———
First National Bank of Omaha
N/A—15,090-15,090-100%$18.2M———
Twin Capital Management Inc
N/A—15,076-15,076-100%$18.1M———
Rowlandmiller & Partners.adv
N/A—15,075-15,075-100%$18.1M———
Algert Global LLC
N/A—15,003-15,003-100%$18.0M———
Lodge Hill Capital, LLC
N/A—15,000-15,000-100%$18.0M———
Integral Health Asset Management, LLC
N/A—15,000-15,000-100%$18.0M———
Bragg Financial Advisors, Inc
N/A—14,937-14,937-100%$17.9M———
Westpac Banking Corp
N/A—14,902-14,902-100%$17.9M———
Meiji Yasuda Asset Management Co Ltd.
N/A—14,900-14,900-100%$17.9M———
WCM Investment Management, LLC
N/A—14,882-14,882-100%$18.3M———
Monetary Management Group Inc
N/A—14,775-14,775-100%$17.7M———
Motco
N/A—14,768-14,768-100%$17.7M———
Proficio Capital Partners LLC
N/A—14,566-14,566-100%$17.5M———
Basecamp Wealth Advisors LLC
N/A—14,478-14,478-100%$17.4M———
ExodusPoint Capital Management, LP
N/A—14,472-14,472-100%$17.4M———
Stelac Advisory Services LLC
N/A—14,411-14,411-100%$17.3M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—14,386-14,386-100%$17.3M———
Emerald Investment Advisers, LLC
N/A—14,081-14,081-100%$16.9M———
Smartleaf Asset Management LLC
N/A—13,989-13,989-100%$17.2M———
Focus Partners Advisor Solutions, LLC
N/A—13,987-13,987-100%$16.8M———
Fiduciary Trust Co
N/A—13,964-13,964-100%$16.7M———
Knollwood Investment Advisory, LLC
N/A—13,783-13,783-100%$16.5M———
Ameritas Advisory Services, LLC
N/A—13,778-13,778-100%$16.5M———
Thoroughbred Financial Services, LLC
N/A—13,672-13,672-100%$16.4M———
Affinity Wealth Management LLC
N/A—13,667-13,667-100%$16.4M———
Silvercrest Asset Management Group LLC
N/A—13,666-13,666-100%$16.4M———
KKM Financial LLC
N/A—13,652-13,652-100%$16.0M———
BFC Planning, Inc.
N/A—13,646-13,646-100%$16.4M———
RNC Capital Management LLC
N/A—13,549-13,549-100%$16.3M———
Silicon Valley Capital Partners
N/A—13,489-13,489-100%$16.2M———
Freestone Grove Partners LP
N/A—13,442-13,442-100%$16.1M———
OneDigital Investment Advisors LLC
N/A—13,436-13,436-100%$16.1M———
BTC Capital Management, Inc.
N/A—13,431-13,431-100%$16.1M———
Trivium Point Advisory, LLC
N/A—13,340-13,340-100%$16.0M———
Intellus Advisors LLC
N/A—13,338-13,338-100%$16.0M———
Nicolet Bankshares Inc
N/A—13,329-13,329-100%$16.0M———
Abacus FCF Advisors LLC
N/A—13,274-13,274-100%$15.9M———
Westerkirk Capital Inc.
N/A—13,207-13,207-100%$15.8M———
Burling Wealth Partners, LLC
N/A—13,162-13,162-100%$15.8M———
Syon Capital LLC
N/A—13,135-13,135-100%$15.8M———
Western Wealth Management, LLC
N/A—12,981-12,981-100%$15.6M———
Baldwin Investment Management, LLC
N/A—12,959-12,959-100%$15.5M———
Bogart Wealth, LLC
N/A—12,936-12,936-100%$15.5M———
Denali Advisors LLC
N/A—12,917-12,917-100%$15.5M———
Timber Creek Capital Management LLC
N/A—12,882-12,882-100%$15.5M———
Alley Investment Management Company, LLC
N/A—12,873-12,873-100%$15.4M———
Haverford Financial Services, Inc.
N/A—12,795-12,795-100%$15.3M———
Texas Capital Bank Wealth Management Services Inc
N/A—12,701-12,701-100%$15.2M———
Anchor Investment Management, LLC
N/A—12,682-12,682-100%$15.2M———
Sender Co & Partners, Inc.
N/A—12,607-12,607-100%$15.1M———
American Financial Advisors, LLC
N/A—12,501-12,501-100%$15.0M———
L & S Advisors Inc
N/A—12,439-12,439-100%$14.9M———
Duquesne Family Office LLC
N/A—12,380-12,380-100%$14.8M———
Lionhunter Capital Management, LLC
N/A—12,371-12,371-100%$14.8M———
Zevin Asset Management LLC
N/A—12,300-12,300-100%$14.8M———
Bank OZK
N/A—12,291-12,291-100%$14.7M———
Palisade Capital Management, LP
N/A—12,084-12,084-100%$14.5M———
Centaurus Financial, Inc.
N/A—12,081-12,081-100%$14.5M———
CNA Financial Corp
N/A—12,000-12,000-100%$14.4M———
Cinctive Capital Management LP
N/A—11,910-11,910-100%$14.3M———
BTG Pactual Asset Management US LLC
N/A—11,902-11,902-100%$14.3M———
River Wealth Advisors LLC
N/A—11,881-11,881-100%$14.3M———
Broderick Brian C
N/A—11,816-11,816-100%$14.2M———
Stonebridge Capital Advisors LLC
N/A—11,574-11,574-100%$13.9M———
Storen Legacy Partners, LLC
N/A—11,559-11,559-100%$13.9M———
Intrust Bank NA
N/A—11,489-11,489-100%$13.8M———
Fidelis Capital Partners, LLC
N/A—11,461-11,461-100%$13.7M———
Caisse DES Depots ET Consignations
N/A—11,381-11,381-100%$13.7M———
SCS Capital Management LLC
N/A—11,357-11,357-100%$13.6M———
North Star Asset Management Inc
N/A—11,325-11,325-100%$13.6M———
Capital & Planning, LLC
N/A—11,273-11,273-100%$13.5M———
Prosperity Consulting Group, LLC
N/A—11,223-11,223-100%$13.5M———
Private Wealth Asset Management, LLC
N/A—11,215-11,215-100%$13.5M———
Spinnaker Trust
N/A—11,170-11,170-100%$13.4M———
Itau Unibanco Holding S.A.
N/A—11,116-11,116-100%$13.3M———
Naviter Wealth, LLC
N/A—11,109-11,109-100%$13.3M———
Wesleyan Assurance Society
N/A—11,065-11,065-100%$13.3M———
Ingalls & Snyder LLC
N/A—11,055-11,055-100%$13.3M———
Entropy Technologies, LP
N/A—11,052-11,052-100%$13.3M———
SageView Advisory Group, LLC
N/A—11,047-11,047-100%$13.3M———
Simmons Bank
N/A—10,864-10,864-100%$13.0M———
PFG Investments, LLC
N/A—10,863-10,863-100%$13.0M———
FAS Wealth Partners, Inc.
N/A—10,858-10,858-100%$13.0M———
Hilton Capital Management, LLC
N/A—10,791-10,791-100%$12.9M———
Hodges Capital Management Inc.
N/A—10,780-10,780-100%$12.9M———
Schnieders Capital Management, Llc.
N/A—10,691-10,691-100%$12.8M———
MidFirst Bank
N/A—10,672-10,672-100%$12.8M———
Pine Valley Investments Ltd Liability Co
N/A—10,622-10,622-100%$12.7M———
Geneos Wealth Management Inc.
N/A—10,543-10,543-100%$12.6M———
Point72 Asset Management, L.P.
N/A—10,476-10,476-100%$12.6M———
Buffalo Business & Estate Services LTD
N/A—10,454-10,454-100%$12.5M———
WCG Wealth Advisors LLC
N/A—10,452-10,452-100%$12.5M———
Blalock Williams, LLC
N/A—10,290-10,290-100%$12.3M———
Nan Shan Life Insurance Co., Ltd.
N/A—10,214-10,214-100%$12.3M———
Quest Investment Management LLC
N/A—10,083-10,083-100%$12.1M———
Checchi Capital Advisers, LLC
N/A—10,032-10,032-100%$12.0M———
Hantz Financial Services, Inc.
N/A—10,017-10,017-100%$12.0M———
Birmingham Capital Management Co Inc
N/A—9,985-9,985-100%$12.0M———
Longbow Finance SA
N/A—9,917-9,917-100%$11.9M———
Jain Global LLC
N/A—9,899-9,899-100%$11.9M———
Pallas Capital Advisors LLC
N/A—9,795-9,795-100%$11.7M———
Indie Asset Partners, LLC
N/A—9,677-9,677-100%$11.6M———
Proactive Wealth Strategies LLC
N/A—9,669-9,669-100%$11.6M———
Chesapeake Asset Management LLC
N/A—9,659-9,659-100%$11.5M———
Morse Asset Management, Inc
N/A—9,610-9,610-100%$11.5M———
Fox Hill Wealth Management
N/A—9,609-9,609-100%$11.5M———
Novare Capital Management LLC
N/A—9,543-9,543-100%$11.4M———
Smithfield Trust Co
N/A—9,506-9,506-100%$11.4M———
Wescott Financial Advisory Group, LLC
N/A—9,460-9,460-100%$11.3M———
Arvest Bank Trust Division
N/A—9,403-9,403-100%$11.3M———
Puzo Michael J
N/A—9,392-9,392-100%$11.3M———
Kovack Advisors, Inc.
N/A—9,377-9,377-100%$11.2M———
Leavell Investment Management, Inc.
N/A—9,341-9,341-100%$11.2M———
Fortis Capital Management LLC
N/A—9,311-9,311-100%$11.2M———
Centric Wealth Management
N/A—9,262-9,262-100%$9.0M———
Somerville Kurt F
N/A—9,217-9,217-100%$11.1M———
First National Advisers, LLC
N/A—9,217-9,217-100%$11.1M———
Parallax Volatility Advisers, L.P.
N/A—9,217-9,217-100%$11.1M———
Icon Wealth Advisors, LLC
N/A—9,178-9,178-100%$11.0M———
E Fund Management Co., Ltd.
N/A—9,177-9,177-100%$11.0M———
SOA Wealth Advisors, Llc.
N/A—9,146-9,146-100%$376.2K———
Caption Management, LLC
N/A—9,100-9,100-100%$10.9M———
Mmbg Investment Advisors Co.
N/A—9,070-9,070-100%$10.9M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—9,048-9,048-100%$10.9M———
Aldebaran Capital, LLC
N/A—9,007-9,007-100%$10.8M———
Morgens Waterfall Vintiadis & Co Inc
N/A—9,000-9,000-100%$10.8M———
Bernard Wealth Management Corp.
N/A—9,000-9,000-100%$10.8M———
Crawford Investment Counsel Inc
N/A—8,977-8,977-100%$10.8M———
Bcgm Wealth Management, LLC
N/A—8,946-8,946-100%$10.7M———
Baader Bank Aktiengesellschaft
N/A—8,924-8,924-100%$10.7M———
PCM Encore, LLC
N/A—8,838-8,838-100%$10.6M———
DoubleLine ETF Adviser LP
N/A—8,779-8,779-100%$10.5M———
Sand Hill Global Advisors, LLC
N/A—8,749-8,749-100%$10.5M———
WealthTrust Axiom LLC
N/A—8,745-8,745-100%$10.5M———
Keebeck Wealth Management
N/A—8,672-8,672-100%$10.4M———
Invst, LLC
N/A—8,643-8,643-100%$10.4M———
Dark Forest Capital Management LP
N/A—8,625-8,625-100%$10.3M———
First Washington Corp
N/A—8,516-8,516-100%$10.2M———
Union Heritage Capital, LLC
N/A—8,495-8,495-100%$10.2M———
New Age Alpha Advisors, LLC
N/A—8,257-8,257-100%$9.9M———
Havemeyer Place LP
N/A—8,236-8,236-100%$9.9M———
Ausdal Financial Partners, Inc.
N/A—8,231-8,231-100%$9.9M———
Lowe Brockenbrough & Co Inc
N/A—8,214-8,214-100%$9.9M———
Ogorek Anthony Joseph
N/A—8,159-8,159-100%$9.8M———
Burnham & Co LLC
N/A—8,117-8,117-100%$9.7M———
Roundview Capital LLC
N/A—8,070-8,070-100%$9.7M———
Frec Markets, Inc.
N/A—8,043-8,043-100%$9.6M———
Sphera Funds Management Ltd.
N/A—8,040-8,040-100%$9.6M———
Iyo Bank, Ltd.
N/A—8,039-8,039-100%$9.6M———
Intrepid Financial Planning Group LLC
N/A—7,991-7,991-100%$9.6M———
Sharpepoint LLC
N/A—7,987-7,987-100%$9.6M———
M. Kulyk & Associates, LLC
N/A—7,945-7,945-100%$9.5M———
Canal Capital Management, LLC
N/A—7,938-7,938-100%$9.5M———
Centiva Capital, LP
N/A—7,922-7,922-100%$9.5M———
King Wealth Management Group
N/A—7,913-7,913-100%$9.5M———
Field & Main Bank
N/A—7,859-7,859-100%$9.4M———
Weiss Asset Management LP
N/A—7,789-7,789-100%$9.3M———
Occudo Quantitative Strategies LP
N/A—7,774-7,774-100%$9.3M———
Kidder Stephen W
N/A—7,715-7,715-100%$9.3M———
Tradewinds, Llc.
N/A—7,686-7,686-100%$9.5M———
Seaview Investment Managers LLC
N/A—7,647-7,647-100%$9.2M———
Core Alternative Capital
N/A—7,645-7,645-100%$9.2M———
Sirios Capital Management L P
N/A—7,643-7,643-100%$9.2M———
Wealth Alliance, LLC
N/A—7,574-7,574-100%$9.1M———
Pgim Custom Harvest LLC
N/A—7,556-7,556-100%$9.1M———
Qtron Investments LLC
N/A—7,521-7,521-100%$9.0M———
4D Advisors, LLC
N/A—7,500-7,500-100%$9.0M———
Unisphere Establishment
N/A—7,500-7,500-100%$9.0M———
Mitchell Mcleod Pugh & Williams Inc
N/A—7,466-7,466-100%$9.0M———
Fi3 Financial Advisors, LLC
N/A—7,465-7,465-100%$555.8K———
Hillsdale Investment Management Inc.
N/A—7,452-7,452-100%$8.9M———
Johnson Financial Group, Inc.
N/A—7,447-7,447-100%$8.9M———
Belpointe Asset Management LLC
N/A—7,399-7,399-100%$8.9M———
Old North State Trust, LLC
N/A—7,392-7,392-100%$8.9M———
Pinney & Scofield, Inc.
N/A—7,379-7,379-100%$8.9M———
NorthRock Partners, LLC
N/A—7,302-7,302-100%$8.8M———
Decatur Capital Management, Inc.
N/A—7,301-7,301-100%$8.8M———
Elk River Wealth Management LLC
N/A—7,290-7,290-100%$8.7M———
Advisory Alpha, LLC
N/A—7,238-7,238-100%$8.7M———
Meiji Yasuda Life Insurance Co
N/A—7,224-7,224-100%$8.7M———
Peregrine Asset Advisers, Inc.
N/A—7,214-7,214-100%$8.7M———
Bearing Point Capital, LLC
N/A—7,175-7,175-100%$8.6M———
Stokes Family Office, LLC
N/A—7,061-7,061-100%$8.5M———
Fiduciary Group, LLC
N/A—7,013-7,013-100%$8.4M———
Pure Financial Advisors, LLC
N/A—7,010-7,010-100%$8.4M———
XTX Topco Ltd
N/A—6,991-6,991-100%$8.4M———
Resources Management Corp
N/A—6,910-6,910-100%$8.3M———
Transcend Capital Advisors, LLC
N/A—6,902-6,902-100%$8.3M———
Cape COD Five Cents Savings Bank
N/A—6,776-6,776-100%$8.1M———
Xcelsior Advisor Partners LLC
N/A—6,660-6,660-100%$8.0M———
Pinnbrook Capital Management LP
N/A—6,640-6,640-100%$8.0M———
Hurricane Capital Advisors LLC
N/A—6,621-6,621-100%$7.9M———
Tower Bridge Advisors
N/A—6,601-6,601-100%$7.9M———
Telligent Fund, LP
N/A—6,600-6,600-100%$7.9M———
Wealthquest Corp
N/A—6,563-6,563-100%$7.9M———
Blackhawk Capital Partners, LLC
N/A—6,563-6,563-100%$7.9M———
Engineers Gate Manager LP
N/A—6,562-6,562-100%$7.9M———
D L Carlson Investment Group Inc
N/A—6,558-6,558-100%$7.9M———
AFT, Forsyth & Company, Inc.
N/A—6,535-6,535-100%$7.8M———
Berger Financial Group, Inc
N/A—6,514-6,514-100%$7.8M———
Onex Canada Asset Management Inc.
N/A—6,492-6,492-100%$7.8M———
Mirova
N/A—6,467-6,467-100%$7.8M———
Altrafin AG
N/A—6,374-6,374-100%$7.6M———
Beck Capital Management, LLC
N/A—6,366-6,366-100%$7.6M———
Heartland Bank & Trust Co
N/A—6,357-6,357-100%$7.6M———
Sectoral Asset Management Inc
N/A—6,354-6,354-100%$7.6M———
AssuredPartners Investment Advisors, LLC
N/A—6,352-6,352-100%$7.6M———
Meridian Wealth Advisors, LLC
N/A—6,304-6,304-100%$7.6M———
Harvey Capital Management Inc
N/A—6,287-6,287-100%$7.5M———
Capital Advisors Inc
N/A—6,287-6,287-100%$7.5M———
Hilltop Partners LLC
N/A—6,268-6,268-100%$7.5M———
Delaney Dennis R
N/A—6,252-6,252-100%$7.5M———
MSA Advisors, LLC
N/A—6,248-6,248-100%$7.5M———
Patron Partners, LLC
N/A—6,168-6,168-100%$7.4M———
Highview Capital Management LLC
N/A—6,087-6,087-100%$7.3M———
Arini Capital Management Ltd
N/A—6,000-6,000-100%$7.2M———
Bank of Hawaii
N/A—5,999-5,999-100%$7.2M———
Dempze Nancy E
N/A—5,990-5,990-100%$7.2M———
Loomis Sayles & Co L P
N/A—5,956-5,956-100%$7.1M———
Sargent Investment Group, LLC
N/A—5,913-5,913-100%$7.1M———
Smith, Moore & Co.
N/A—5,912-5,912-100%$7.1M———
Brentview Investment Management LLC
N/A—5,906-5,906-100%$7.1M———
American Trust
N/A—5,900-5,900-100%$7.1M———
FourThought Financial Partners, LLC
N/A—5,899-5,899-100%$7.1M———
Marietta Investment Partners LLC
N/A—5,885-5,885-100%$7.1M———
First Foundation Advisors
N/A—5,869-5,869-100%$7.0M———
Beaton Management Co. Inc.
N/A—5,856-5,856-100%$7.0M———
Bridger Management, LLC
N/A—5,845-5,845-100%$7.0M———
Virtu Financial LLC
N/A—5,787-5,787-100%$6.9M———
Texas Yale Capital Corp.
N/A—5,751-5,751-100%$6.9M———
Evolve Private Wealth, LLC
N/A—5,743-5,743-100%$6.9M———
Kiley Juergens Wealth Management, LLC
N/A—5,724-5,724-100%$6.9M———
Chilton Investment Co Inc.
N/A—5,720-5,720-100%$6.9M———
Crews Bank & Trust
N/A—5,653-5,653-100%$6.8M———
LM Advisors LLC
N/A—5,649-5,649-100%$6.8M———
Concord Investment Counsel Inc.
N/A—5,611-5,611-100%$6.7M———
WNY Asset Management, LLC
N/A—5,610-5,610-100%$6.7M———
Eventide Asset Management, LLC
N/A—5,596-5,596-100%$6.8M———
Resurgent Financial Advisors LLC
N/A—5,580-5,580-100%$6.7M———
Forum Private Client Group LLC
N/A—5,577-5,577-100%$6.7M———
HighPoint Advisor Group LLC
N/A—5,555-5,555-100%$6.7M———
Exome Asset Management LLC
N/A—5,492-5,492-100%$6.6M———
Stamos Capital Partners, L.P.
N/A—5,449-5,449-100%$6.5M———
SlateStone Wealth, LLC
N/A—5,446-5,446-100%$6.5M———
Quent Capital, LLC
N/A—5,433-5,433-100%$6.5M———
Waddell & Associates, LLC
N/A—5,432-5,432-100%$6.5M———
Walsky Investment Management, Inc.
N/A—5,400-5,400-100%$6.5M———
Hamilton Wealth, LLC
N/A—5,390-5,390-100%$6.5M———
Townsquare Capital LLC
N/A—5,375-5,375-100%$6.4M———
Cercano Management LLC
N/A—5,353-5,353-100%$6.4M———
Barometer Capital Management Inc.
N/A—5,350-5,350-100%$6.4M———
Capital Analysts, LLC
N/A—5,315-5,315-100%$6.4M———
Fort Sheridan Advisors LLC
N/A—5,314-5,314-100%$6.4M———
Accent Capital Management, LLC
N/A—5,294-5,294-100%$6.3M———
Rehmann Capital Advisory Group
N/A—5,246-5,246-100%$6.3M———
American Money Management, LLC
N/A—5,102-5,102-100%$6.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,083-5,083-100%$6.1M———
Game Creek Capital, LP
N/A—5,070-5,070-100%$6.1M———
Alpine Woods Capital Investors, LLC
N/A—5,061-5,061-100%$6.1M———
Peak Retirement Planning, Inc.
N/A—5,056-5,056-100%$6.1M———
Transamerica Financial Advisors, LLC
N/A—5,030-5,030-100%$6.0M———
NorthCoast Asset Management LLC
N/A—5,014-5,014-100%$6.0M———
Vanguard National Trust Co
N/A—4,977-4,977-100%$6.0M———
Advyzon Investment Management, LLC
N/A—4,928-4,928-100%$5.9M———
Elefante Mark B
N/A—4,921-4,921-100%$5.9M———
Magnolia Capital Advisors LLC
N/A—4,906-4,906-100%$5.9M———
Guardian Wealth Advisors, LLC / NC
N/A—4,898-4,898-100%$5.9M———
IFC Advisors LLC
N/A—4,894-4,894-100%$5.9M———
Gardner Lewis Asset Management L P
N/A—4,878-4,878-100%$5.9M———
Stratos Wealth Advisors, LLC
N/A—4,874-4,874-100%$5.8M———
JT Stratford LLC
N/A—4,867-4,867-100%$5.8M———
NatWest Group plc
N/A—4,865-4,865-100%$5.8M———
Boston Research & Management Inc
N/A—4,833-4,833-100%$5.8M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—4,831-4,831-100%$5.8M———
Schulhoff & Co Inc
N/A—4,825-4,825-100%$5.8M———
J. Stern & Co. LLP
N/A—4,814-4,814-100%$5.8M———
RB Capital Management, LLC
N/A—4,795-4,795-100%$5.8M———
Nvest Financial, LLC
N/A—4,745-4,745-100%$5.7M———
Continuum Advisory, LLC
N/A—4,744-4,744-100%$5.7M———
TFR Capital, Llc.
N/A—4,709-4,709-100%$5.6M———
Granite Bay Wealth Management, LLC
N/A—4,690-4,690-100%$5.6M———
Horizon Investment Services, LLC
N/A—4,682-4,682-100%$5.6M———
Empirical Asset Management, LLC
N/A—4,661-4,661-100%$5.6M———
Tyche Wealth Partners LLC
N/A—4,653-4,653-100%$5.6M———
Evernest Financial Advisors, LLC
N/A—4,640-4,640-100%$5.6M———
IAM Advisory, LLC
N/A—4,638-4,638-100%$5.6M———
Silver OAK Securities, Incorporated
N/A—4,636-4,636-100%$5.6M———
Dearborn Partners LLC
N/A—4,621-4,621-100%$5.5M———
Notis-McConarty Edward
N/A—4,590-4,590-100%$5.5M———
Waterloo Capital, L.P.
N/A—4,584-4,584-100%$5.5M———
GWN Securities Inc.
N/A—4,579-4,579-100%$5.5M———
Performance Wealth Partners, LLC
N/A—4,570-4,570-100%$5.5M———
Forum Finance Group S.A.
N/A—4,562-4,562-100%$4.4K———
Mission Creek Capital Partners, Inc.
N/A—4,541-4,541-100%$5.4M———
SageGuard Financial Group, LLC
N/A—4,536-4,536-100%$5.4M———
Keystone Financial Group
N/A—4,531-4,531-100%$5.4M———
Prestige Wealth Management Group LLC
N/A—4,518-4,518-100%$5.4M———
PSI Advisors, LLC
N/A—4,510-4,510-100%$5.4M———
Strive Financial Group,LLC
N/A—4,477-4,477-100%$5.4M———
New Paradigm Capital Management, LLC
N/A—4,400-4,400-100%$5.3M———
Fortress Private Ledger, LLC
N/A—4,391-4,391-100%$5.3M———
Argent Advisors, Inc.
N/A—4,391-4,391-100%$5.3M———
First Dallas Securities Inc.
N/A—4,359-4,359-100%$5.2M———
Parsonex Advisory Services, Inc.
N/A—4,336-4,336-100%$5.2M———
Regal Investment Advisors LLC
N/A—4,324-4,324-100%$5.2M———
OneAscent Financial Services LLC
N/A—4,312-4,312-100%$5.2M———
Aspen Grove Capital, LLC
N/A—4,303-4,303-100%$5.2M———
Wiser Advisor Group LLC
N/A—4,279-4,279-100%$5.1M———
Trustmark Bank Trust Department
N/A—4,278-4,278-100%$5.1M———
Vectors Research Management, LLC
N/A—4,267-4,267-100%$5.1M———
Connable Office Inc
N/A—4,266-4,266-100%$5.1M———
Doheny Asset Management
N/A—4,264-4,264-100%$5.1M———
Alaethes Wealth, LLC
N/A—4,263-4,263-100%$5.1M———
Banco de Sabadell, S.a
N/A—4,248-4,248-100%$5.1M———
Wisconsin Capital Management LLC
N/A—4,245-4,245-100%$5.1M———
Quantitative Investment Management, LLC
N/A—4,235-4,235-100%$5.1M———
Marshall Investment Management, LLC
N/A—4,220-4,220-100%$5.1M———
Modus Advisors, LLC
N/A—4,218-4,218-100%$5.1M———
Clare Market Investments LLC
N/A—4,212-4,212-100%$5.1M———
Alcosta Capital Management, Inc.
N/A—4,211-4,211-100%$5.1M———
Mokan Wealth Management Inc.
N/A—4,208-4,208-100%$5.1M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—4,200-4,200-100%$5.0M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—4,167-4,167-100%$5.0M———
Cambria Investment Management, L.P.
N/A—4,161-4,161-100%$5.0M———
GeoWealth Management, LLC
N/A—4,153-4,153-100%$5.0M———
Cladis Investment Advisory, LLC
N/A—4,143-4,143-100%$5.0M———
SSA Swiss Advisors AG
N/A—4,100-4,100-100%$5.0M———
Royal Capital Wealth Management, LLC
N/A—4,097-4,097-100%$4.9M———
McLaughlin Asset Management, Inc.
N/A—4,097-4,097-100%$4.9M———
Farmers National Bank
N/A—4,087-4,087-100%$4.9M———
Aventura Private Wealth, LLC
N/A—4,078-4,078-100%$4.9M———
Graham Capital Management, L.P.
N/A—4,012-4,012-100%$4.8M———
Bridgewater Advisors Inc.
N/A—3,983-3,983-100%$4.5M———
Trinity Legacy Partners, LLC
N/A—3,961-3,961-100%$4.6M———
Heritage Trust Co
N/A—3,959-3,959-100%$4.7M———
Berkshire Asset Management LLC
N/A—3,943-3,943-100%$4.7M———
Hills Bank & Trust Co
N/A—3,941-3,941-100%$4.7M———
Mayflower Financial Advisors, LLC
N/A—3,906-3,906-100%$4.7M———
Miller Capital Partners, Inc.
N/A—3,905-3,905-100%$4.7M———
IQ EQ Fund Management (Ireland) Ltd
N/A—3,895-3,895-100%$4.7M———
Westwood Holdings Group Inc
N/A—3,880-3,880-100%$4.7M———
Atlas Capital Advisors Inc.
N/A—3,869-3,869-100%$4.6M———
Westbourne Investments, Inc.
N/A—3,869-3,869-100%$4.6M———
Warner Group LLC
N/A—3,863-3,863-100%$4.6M———
Conscious Wealth Investments, LLC
N/A—3,860-3,860-100%$4.5M———
Elm Partners Management LLC
N/A—3,843-3,843-100%$4.6M———
MJP Associates Inc
N/A—3,834-3,834-100%$4.6M———
Horizon Kinetics Asset Management LLC
N/A—3,824-3,824-100%$4.6M———
Cannell & Spears LLC
N/A—3,814-3,814-100%$4.6M———
Wealthspire Retirement, LLC
N/A—3,801-3,801-100%$4.5M———
Zhang Financial LLC
N/A—3,795-3,795-100%$4.6M———
Strategies Wealth Advisors, LLC
N/A—3,791-3,791-100%$4.5M———
Estabrook Capital Management
N/A—3,705-3,705-100%$4.4M———
Fortis Capital Advisors, LLC
N/A—3,684-3,684-100%$4.4M———
Campbell & Co Investment Adviser LLC
N/A—3,682-3,682-100%$4.4M———
Quotient Wealth Partners, LLC
N/A—3,676-3,676-100%$4.4M———
Keel Point, LLC
N/A—3,650-3,650-100%$4.4M———
Garden State Investment Advisory Services LLC
N/A—3,646-3,646-100%$4.4M———
Bellars Harris Wealth Management, LLC
N/A—3,643-3,643-100%$4.4M———
Tenere Capital LLC
N/A—3,642-3,642-100%$4.4M———
Aster Capital Management (Difc) Ltd
N/A—3,629-3,629-100%$4.4M———
McMillan Office, Inc.
N/A—3,626-3,626-100%$4.3M———
Carr Financial Group Corp
N/A—3,621-3,621-100%$4.3M———
Wellspring Financial Advisors, LLC
N/A—3,616-3,616-100%$4.3M———
Glen Eagle Advisors, LLC
N/A—3,599-3,599-100%$4.3M———
Ironwood Investment Counsel, LLC
N/A—3,573-3,573-100%$4.3M———
Sivia Capital Partners, LLC
N/A—3,555-3,555-100%$4.3M———
Defiance ETFs, LLC
N/A—3,554-3,554-100%$4.2M———
Integrated Investment Consultants, LLC
N/A—3,546-3,546-100%$4.3M———
Infusive Asset Management Inc.
N/A—3,511-3,511-100%$4.2M———
WealthShield Partners, LLC
N/A—3,510-3,510-100%$4.2M———
Opal Capital LLC
N/A—3,480-3,480-100%$4.2M———
Osborne Partners Capital Management, LLC
N/A—3,458-3,458-100%$4.1M———
Mosaic Family Wealth Partners, LLC
N/A—3,455-3,455-100%$4.1M———
Kane Investment Management, Inc.
N/A—3,446-3,446-100%$4.1M———
Legacy Financial Advisors, Inc.
N/A—3,438-3,438-100%$4.1M———
Sfmg, LLC
N/A—3,421-3,421-100%$4.1M———
Hilltop Holdings Inc.
N/A—3,400-3,400-100%$4.1M———
Fukoku Mutual Life Insurance Co
N/A—3,390-3,390-100%$4.1M———
LMR Partners LLP
N/A—3,390-3,390-100%$4.1M———
BSW Wealth Partners
N/A—3,390-3,390-100%$4.1M———
1 North Wealth Services LLC
N/A—3,371-3,371-100%$4.0M———
Verition Fund Management LLC
N/A—3,365-3,365-100%$4.0M———
Aureus Asset Management, LLC
N/A—3,359-3,359-100%$4.0M———
Sciencast Management LP
N/A—3,350-3,350-100%$4.0M———
Thomasville National Bank
N/A—3,349-3,349-100%$4.0M———
Red Door Wealth Management, LLC
N/A—3,342-3,342-100%$4.0M———
RiverPark Advisors, LLC
N/A—3,298-3,298-100%$4.0M———
Pitcairn Wealth Advisors LLC
N/A—3,293-3,293-100%$4.0M———
Main Street Financial Solutions, LLC
N/A—3,290-3,290-100%$3.9M———
B & T Capital Management DBA Alpha Capital Management
N/A—3,287-3,287-100%$3.9M———
Hartford Funds Management Co LLC
N/A—3,281-3,281-100%$3.9M———
Perennial Investment Advisors, LLC
N/A—3,269-3,269-100%$3.9M———
Aft, Forsyth & Sober, LLC
N/A—3,250-3,250-100%$3.0M———
Legacy Capital Wealth Management, LLC
N/A—3,241-3,241-100%$3.9M———
Dynasty Wealth Management, LLC
N/A—3,240-3,240-100%$3.9M———
One Capital Management, LLC
N/A—3,238-3,238-100%$3.0M———
Stonebrook Private Inc.
N/A—3,234-3,234-100%$3.9M———
Sompo Asset Management Co., Ltd.
N/A—3,230-3,230-100%$3.9M———
RD Lewis Holdings, Inc.
N/A—3,206-3,206-100%$3.9M———
Pettyjohn, Wood & White, Inc
N/A—3,185-3,185-100%$3.8M———
Ancora Advisors LLCA
N/A—3,182-3,182-100%$3.8M———
Ellevest, Inc.
N/A—3,180-3,180-100%$3.8M———
Papamarkou Wellner Asset Management inc.
N/A—3,166-3,166-100%$2.9M———
Niles Investment Management, LLC
N/A—3,166-3,166-100%$3.8M———
Somerset Group LLC
N/A—3,145-3,145-100%$3.7M———
Alteri Wealth LLC
N/A—3,143-3,143-100%$3.8M———
Lotus Technology Management, LP
N/A—3,128-3,128-100%$3.8M———
Brookwood Investment Group LLC
N/A—3,111-3,111-100%$3.7M———
Kintra Wealth, LLC
N/A—3,108-3,108-100%$3.8M———
Rollins Financial Advisors, LLC
N/A—3,105-3,105-100%$3.7M———
Reliant Investment Partners, LLC
N/A—3,098-3,098-100%$3.7M———
CVA Family Office, LLC
N/A—3,076-3,076-100%$3.7M———
Marvin & Palmer Associates Inc
N/A—3,065-3,065-100%$3.7M———
Chesapeake Wealth Management
N/A—3,031-3,031-100%$3.6M———
Ceeto Capital Group, LLC
N/A—3,030-3,030-100%$3.6M———
Henson-Edgewater Management, LLC
N/A—3,029-3,029-100%$3.7M———
K.J. Harrison & Partners Inc
N/A—3,027-3,027-100%$3.6M———
New Republic Capital, LLC
N/A—3,001-3,001-100%$3.6M———
JBF Capital, Inc.
N/A—3,000-3,000-100%$3.6M———
LRI Investments, LLC
N/A—2,982-2,982-100%$3.6M———
Sagewood Asset Management LP
N/A—2,963-2,963-100%$3.6M———
MRP Capital Investments, LLC
N/A—2,932-2,932-100%$3.5M———
Exit Wealth Advisors, Llc.
N/A—2,922-2,922-100%$3.5M———
NCM Capital Management, LLC
N/A—2,914-2,914-100%$3.5M———
Baltimore-Washington Financial Advisors, Inc.
N/A—2,906-2,906-100%$3.5M———
Wealthedge Investment Advisors, LLC
N/A—2,906-2,906-100%$3.5M———
Northstar Advisory Group, LLC
N/A—2,877-2,877-100%$3.5M———
Fairfield, Bush & Co.
N/A—2,869-2,869-100%$3.4M———
Lighthouse Investment Partners, LLC
N/A—2,857-2,857-100%$3.4M———
SWP Investment Management LLC
N/A—2,857-2,857-100%$3.4M———
Cary Street Partners Investment Advisory LLC
N/A—2,853-2,853-100%$3.4M———
Southeast Asset Advisors, LLC
N/A—2,848-2,848-100%$3.4M———
M3 Wealth Management, LLC
N/A—2,836-2,836-100%$3.4M———
Calton & Associates, Inc.
N/A—2,827-2,827-100%$3.4M———
TRB Wealth Management, LLC
N/A—2,820-2,820-100%$3.4M———
Brooks, Moore & Associates, Inc.
N/A—2,819-2,819-100%$3.4M———
Ninepoint Partners LP
N/A—2,810-2,810-100%$3.4M———
Menard Financial Group LLC
N/A—2,798-2,798-100%$3.4M———
Steigerwald, Gordon & Koch Inc.
N/A—2,796-2,796-100%$3.4M———
West Family Investments, Inc.
N/A—2,795-2,795-100%$3.4M———
RED Reef Advisors LLC
N/A—2,788-2,788-100%$3.3M———
Everpar Advisors LLC
N/A—2,780-2,780-100%$3.3M———
Greenwich Wealth Management LLC
N/A—2,759-2,759-100%$3.3M———
Stevens Capital Management LP
N/A—2,749-2,749-100%$3.3M———
Main Street Research LLC
N/A—2,746-2,746-100%$3.3M———
Wealth Management Associates, Inc.
N/A—2,744-2,744-100%$3.3M———
Signet Private Wealth LLC
N/A—2,727-2,727-100%$3.3M———
Rothschild Wealth LLC
N/A—2,720-2,720-100%$3.3M———
Legato Capital Management LLC
N/A—2,712-2,712-100%$3.3M———
Financial Engines Advisors L.L.C.
N/A—2,700-2,700-100%$3.2M———
Campion Asset Management
N/A—2,683-2,683-100%$3.2M———
Advance Capital Management, Inc.
N/A—2,678-2,678-100%$3.2M———
Lummis Asset Management, LP
N/A—2,675-2,675-100%$3.1M———
EWA, LLC
N/A—2,662-2,662-100%$3.2M———
Talon Private Wealth, LLC
N/A—2,633-2,633-100%$3.2M———
VeraBank, N.A.
N/A—2,632-2,632-100%$3.2M———
Safeguard Investment Advisory Group, LLC
N/A—2,631-2,631-100%$3.2M———
Gateway Wealth Partners, LLC
N/A—2,629-2,629-100%$3.2M———
Compass Capital Corp
N/A—2,628-2,628-100%$3.2M———
Addison Capital Co
N/A—2,618-2,618-100%$3.1M———
Claar Advisors LLC
N/A—2,615-2,615-100%$3.1M———
Borer Denton & Associates, Inc.
N/A—2,602-2,602-100%$3.1M———
Range Advisory, LLC
N/A—2,597-2,597-100%$3.1M———
Whalerock Point Partners, LLC
N/A—2,589-2,589-100%$3.1M———
Hall Capital Management Co Inc
N/A—2,588-2,588-100%$3.1M———
NorthStar Asset Management LLC
N/A—2,587-2,587-100%$3.1M———
Hudson Value Partners, LLC
N/A—2,587-2,587-100%$3.1M———
Boothbay Fund Management, LLC
N/A—2,584-2,584-100%$3.1M———
Northwest Bancshares, Inc.
N/A—2,573-2,573-100%$3.1M———
Game Plan Financial Advisors, LLC
N/A—2,563-2,563-100%$3.1M———
Acorns Advisers, LLC
N/A—2,555-2,555-100%$3.1M———
Farringdon Capital, Ltd.
N/A—2,549-2,549-100%$3.1M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—2,548-2,548-100%$3.1M———
Lumbard & Kellner, LLC
N/A—2,545-2,545-100%$3.1M———
Prelude Capital Management, LLC
N/A—2,543-2,543-100%$3.1M———
Cascades Capital Asset Management, LLC
N/A—2,539-2,539-100%$3.0M———
Alta Wealth Advisors LLC
N/A—2,539-2,539-100%$3.0M———
Samara Investment Management, LLC
N/A—2,528-2,528-100%$3.0M———
Pincus Capital Management, LP
N/A—2,521-2,521-100%$3.0M———
Te Ahumairangi Investment Management Ltd
N/A—2,520-2,520-100%$3.0M———
MainStreet Investment Advisors LLC
N/A—2,519-2,519-100%$3.0M———
Legend Capital Advisors LLC
N/A—2,518-2,518-100%$3.0M———
Seeds Investor LLC
N/A—2,515-2,515-100%$3.0M———
Parkwoods Wealth Partners, LLC
N/A—2,513-2,513-100%$3.0M———
Fourth Dimension Wealth, LLC
N/A—2,496-2,496-100%$3.0M———
Northwest Quadrant Wealth Management, LLC
N/A—2,483-2,483-100%$3.0M———
Wimmer Associates 1, LLC
N/A—2,470-2,470-100%$3.0M———
Coastal Bridge Advisors, LLC
N/A—2,467-2,467-100%$3.0M———
Harvest Investment Services, LLC
N/A—2,460-2,460-100%$3.0M———
First National Bank & Trust Co of Newtown
N/A—2,453-2,453-100%$2.8M———
Redwood Investment Management, LLC
N/A—2,449-2,449-100%$2.9M———
Qsemble Capital Management, LP
N/A—2,448-2,448-100%$2.9M———
Impact Partnership Wealth, LLC
N/A—2,446-2,446-100%$2.9M———
Headlands Technologies LLC
N/A—2,430-2,430-100%$2.9M———
Fuller & Thaler Asset Management, Inc.
N/A—2,420-2,420-100%$2.9M———
Militia Capital Management LLC
N/A—2,394-2,394-100%$2.9M———
Manhattan West Asset Management, LLC
N/A—2,393-2,393-100%$2.9M———
CM Wealth Advisors LLC
N/A—2,386-2,386-100%$2.9M———
Strategic Investment Advisors / MI
N/A—2,376-2,376-100%$2.8M———
Matters Capital LLC
N/A—2,374-2,374-100%$2.8M———
Oxford Wealth Group, LLC
N/A—2,371-2,371-100%$2.8M———
SummitTX Capital, L.P.
N/A—2,362-2,362-100%$2.8M———
Laraway Financial Advisors Inc
N/A—2,359-2,359-100%$2.8M———
Bull Harbor Capital LLC
N/A—2,357-2,357-100%$2.8M———
Mattson Financial Services, LLC
N/A—2,357-2,357-100%$2.8M———
SHP Wealth Management
N/A—2,355-2,355-100%$2.8M———
Z3 Capital Partners, LLC
N/A—2,350-2,350-100%$2.8M———
Cunning Capital Partners, LP
N/A—2,342-2,342-100%$2.8M———
Nicholson Wealth Management Group, LLC
N/A—2,298-2,298-100%$2.8M———
P.A.W. Capital Corp
N/A—2,290-2,290-100%$2.7M———
Westmount Partners, LLC
N/A—2,289-2,289-100%$2.7M———
Sandy Cove Advisors, LLC
N/A—2,284-2,284-100%$2.7M———
First National Bank of Hutchinson
N/A—2,282-2,282-100%$2.7M———
Discovery Capital Management, LLC / CT
N/A—2,267-2,267-100%$2.7M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—2,258-2,258-100%$2.7M———
Astoria Portfolio Advisors Llc.
N/A—2,257-2,257-100%$2.7M———
Tradition Wealth Management, LLC
N/A—2,248-2,248-100%$2.7M———
1776 Wealth LLC
N/A—2,244-2,244-100%$2.7M———
Pinnacle West Asset Management, Inc.
N/A—2,221-2,221-100%$2.7M———
Storgate, LLC
N/A—2,218-2,218-100%$2.7M———
LOM Asset Management Ltd
N/A—2,215-2,215-100%$2.7M———
Bantamac Capital, LLC
N/A—2,213-2,213-100%$2.7M———
Wall Street Financial Group, Inc.
N/A—2,213-2,213-100%$2.7M———
HHM Wealth Advisors, LLC
N/A—2,201-2,201-100%$2.6M———
Morris Financial Concepts, Inc.
N/A—2,176-2,176-100%$2.6M———
Bank Hapoalim BM
N/A—2,173-2,173-100%$2.6M———
First Commonwealth Financial Corp
N/A—2,165-2,165-100%$2.6M———
West Michigan Advisors, LLC
N/A—2,160-2,160-100%$2.6M———
Cyber Hornet ETFs LLC
N/A—2,156-2,156-100%$2.6M———
Tiemann Investment Advisors, LLC
N/A—2,149-2,149-100%$2.6M———
Marco Investment Management LLC
N/A—2,149-2,149-100%$2.6M———
Omnia Family Wealth, LLC
N/A—2,144-2,144-100%$2.6M———
Arbor Trust Wealth Advisors, LLC
N/A—2,143-2,143-100%$2.6M———
Drexel Morgan & Co.
N/A—2,134-2,134-100%$2.6M———
Quantbot Technologies LP
N/A—2,129-2,129-100%$2.6M———
Granite Harbor Advisors, Inc.
N/A—2,123-2,123-100%$2.5M———
Wealthspan Partners, LLC
N/A—2,120-2,120-100%$2.5M———
Benchmark Investment Advisors LLC
N/A—2,120-2,120-100%$2.5M———
Apriem Advisors
N/A—2,119-2,119-100%$2.5M———
Jackson, Grant Investment Advisers, Inc.
N/A—2,102-2,102-100%$2.5M———
Northstar Financial Companies, Inc.
N/A—2,098-2,098-100%$2.5M———
Westfuller Advisors, LLC
N/A—2,096-2,096-100%$2.5M———
Cetera Trust Company, N.a
N/A—2,087-2,087-100%$2.5M———
Jupiter Wealth Management LLC
N/A—2,084-2,084-100%$2.5M———
Van Hulzen Asset Management, LLC
N/A—2,080-2,080-100%$2.5M———
Virtus Investment Advisers, LLC
N/A—2,074-2,074-100%$2.5M———
Mosaic Financial Group, LLC
N/A—2,072-2,072-100%$2.5M———
Khazanah Nasional Berhad
N/A—2,057-2,057-100%$2.5M———
Kensington Investment Counsel, LLC
N/A—2,041-2,041-100%$2.4M———
Keynote Financial Services LLC
N/A—2,030-2,030-100%$2.4M———
Bruce & Co., Inc.
N/A—2,000-2,000-100%$2.4M———
Ally Financial Inc.
N/A—2,000-2,000-100%$2.4M———
Osprey Private Wealth LLC
N/A—1,997-1,997-100%$2.4M———
Eagle Health Investments LP
N/A—1,994-1,994-100%$2.4M———
Founders Financial Alliance, LLC
N/A—1,993-1,993-100%$2.4M———
Resolute Wealth Strategies, LLC
N/A—1,988-1,988-100%$2.4M———
W1m Asset Management Ltd
N/A—1,987-1,987-100%$2.4M———
Delta Investment Management, LLC
N/A—1,987-1,987-100%$2.4M———
Landscape Capital Management, L.L.C.
N/A—1,976-1,976-100%$2.4M———
Wrapmanager Inc
N/A—1,973-1,973-100%$2.4M———
Point Break Capital Management, LLC
N/A—1,966-1,966-100%$2.4M———
Safe Harbor Fiduciary, LLC
N/A—1,960-1,960-100%$2.4M———
Ponta Wealth Partners, LLC
N/A—1,959-1,959-100%$2.3M———
Sunflower Bank, N.A.
N/A—1,952-1,952-100%$2.3M———
CNB Bank
N/A—1,946-1,946-100%$2.3M———
Nicholson Meyer Capital Management, Inc.
N/A—1,946-1,946-100%$2.3M———
Tevis Investment Management
N/A—1,932-1,932-100%$2.3M———
City National Bank of Florida
N/A—1,932-1,932-100%$2.3M———
Intellectus Partners, LLC
N/A—1,918-1,918-100%$2.3M———
Williamson Legacy Group, LLC
N/A—1,905-1,905-100%$2.3M———
Lifeworks Advisors, LLC
N/A—1,903-1,903-100%$2.3M———
KilterHowling LLC
N/A—1,889-1,889-100%$2.3M———
LaSalle St. Investment Advisors, LLC
N/A—1,885-1,885-100%$2.3M———
Retirement Income Solutions, Inc
N/A—1,884-1,884-100%$1.7M———
Holderness Investments Co
N/A—1,881-1,881-100%$2.3M———
FFT Wealth Management LLC
N/A—1,870-1,870-100%$2.2M———
Bluebird Wealth Management LLC
N/A—1,863-1,863-100%$2.2M———
Vawter Financial, Ltd.
N/A—1,860-1,860-100%$2.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,854-1,854-100%$2.2M———
Concentric Capital Strategies, LP
N/A—1,849-1,849-100%$2.2M———
North Dallas Bank & Trust Co
N/A—1,844-1,844-100%$2.2M———
IKE Capital, LLC
N/A—1,838-1,838-100%$2.2M———
Bannerstone Capital Management, LLC
N/A—1,836-1,836-100%$2.2M———
FWG Holdings, LLC
N/A—1,832-1,832-100%$2.2M———
CIM Investment Management Inc
N/A—1,827-1,827-100%$2.2M———
Webster Bank, N. A.
N/A—1,818-1,818-100%$2.2M———
Ethos Financial Group, LLC
N/A—1,815-1,815-100%$2.2M———
Knightsbridge Asset Management, LLC
N/A—1,809-1,809-100%$2.2M———
Stonebridge Financial Group, LLC
N/A—1,809-1,809-100%$2.2M———
1248 Management, LLC
N/A—1,807-1,807-100%$2.2M———
Lcnb Corp
N/A—1,804-1,804-100%$2.2M———
US Asset Management LLC
N/A—1,802-1,802-100%$2.2M———
Magnetar Financial LLC
N/A—1,790-1,790-100%$2.1M———
Yukon Wealth Management, Inc.
N/A—1,787-1,787-100%$2.1M———
Navalign, LLC
N/A—1,784-1,784-100%$2.1M———
Stoneridge Investment Partners LLC
N/A—1,784-1,784-100%$2.1K———
Fullerton Fund Management Co Ltd.
N/A—1,784-1,784-100%$2.1M———
Next Capital Management LLC
N/A—1,768-1,768-100%$2.1M———
Jackson Thornton Wealth Management, LLC
N/A—1,766-1,766-100%$2.1M———
GTS Securities LLC
N/A—1,764-1,764-100%$2.1M———
ST Germain D J Co Inc
N/A—1,756-1,756-100%$2.1M———
Aviso Financial Inc.
N/A—1,755-1,755-100%$2.1M———
United Bank
N/A—1,751-1,751-100%$2.1M———
Fortune Financial Advisors, LLC
N/A—1,744-1,744-100%$2.1M———
MOR Wealth Management, LLC
N/A—1,738-1,738-100%$2.1M———
Brave Asset Management Inc
N/A—1,737-1,737-100%$2.1M———
HighMark Wealth Management LLC
N/A—1,734-1,734-100%$2.1M———
Secured Retirement Advisors, LLC
N/A—1,731-1,731-100%$2.1M———
Lakeridge Wealth Management LLC
N/A—1,728-1,728-100%$2.1M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,713-1,713-100%$2.1M———
Trustco Bank Corp N Y
N/A—1,713-1,713-100%$2.1M———
Maxele Advisors, LLC
N/A—1,711-1,711-100%$2.1M———
Summitry LLC
N/A—1,711-1,711-100%$2.1M———
BCS Private Wealth Management, Inc.
N/A—1,709-1,709-100%$2.0M———
Lbmc Investment Advisors, LLC
N/A—1,708-1,708-100%$2.0M———
Investor's Fiduciary Advisor Network, LLC
N/A—1,692-1,692-100%$2.0M———
Trivant Custom Portfolio Group, LLC
N/A—1,689-1,689-100%$2.0M———
Rexford Capital Inc
N/A—1,675-1,675-100%$2.0M———
Corient IA LP
N/A—1,670-1,670-100%$2.0M———
Chase Investment Counsel Corp
N/A—1,660-1,660-100%$2.0M———
National Philanthropic Trust
N/A—1,654-1,654-100%$2.0M———
Financial Sense Advisors, Inc.
N/A—1,642-1,642-100%$2.0M———
Headinvest, LLC
N/A—1,634-1,634-100%$2.0M———
DF Dent & Co Inc
N/A—1,631-1,631-100%$2.0M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,630-1,630-100%$2.0M———
Dover Advisors, LLC
N/A—1,625-1,625-100%$1.7M———
Provident Co of the Employees of the Hebrew University LTD
N/A—1,622-1,622-100%$1.9M———
Rice Hall James & Associates, LLC
N/A—1,615-1,615-100%$1.9M———
Marshall Financial Group, LLC
N/A—1,613-1,613-100%$1.9M———
Pingora Partners LLC
N/A—1,600-1,600-100%$1.9M———
CFO4Life Group, LLC
N/A—1,589-1,589-100%$1.9M———
Arrowroot Family Office, LLC
N/A—1,580-1,580-100%$1.9M———
Atlas Legacy Advisors, LLC
N/A—1,579-1,579-100%$1.8M———
Momentum Wealth Planning, LLC
N/A—1,570-1,570-100%$1.9M———
49 Wealth Management, LLC
N/A—1,561-1,561-100%$1.9M———
Alongside, LLC
N/A—1,561-1,561-100%$1.9M———
Mainstay Capital Management LLC
N/A—1,557-1,557-100%$1.9M———
Lansing Street Advisors
N/A—1,550-1,550-100%$1.9M———
Stance Capital LLC
N/A—1,530-1,530-100%$1.8M———
Driehaus Capital Management LLC
N/A—1,528-1,528-100%$1.8M———
Liberty Wealth Management LLC
N/A—1,524-1,524-100%$1.4M———
BBR Partners, LLC
N/A—1,523-1,523-100%$1.8M———
Pine Harbor Wealth Management, LLC
N/A—1,515-1,515-100%$1.8M———
Calydon Capital
N/A—1,509-1,509-100%$1.8M———
Frisch Financial Group, Inc.
N/A—1,508-1,508-100%$1.8M———
Pitti Group Wealth Management, LLC
N/A—1,506-1,506-100%$1.8M———
NWI Management LP
N/A—1,500-1,500-100%$1.8M———
Tulsa Wealth Advisors, Inc
N/A—1,499-1,499-100%$1.8M———
O'rourke & Company, Inc
N/A—1,497-1,497-100%$1.8M———
SIG Brokerage, LP
N/A—1,487-1,487-100%$1.8M———
Jacobson & Schmitt Advisors, LLC
N/A—1,487-1,487-100%$1.8M———
Element Squared LLC
N/A—1,480-1,480-100%$1.8M———
Capstone Investment Advisors, LLC
N/A—1,477-1,477-100%$1.8M———
CarsonAllaria Wealth Management, Ltd.
N/A—1,472-1,472-100%$1.8M———
Portland Investment Counsel Inc.
N/A—1,458-1,458-100%$1.7M———
Twinbeech Capital LP
N/A—1,454-1,454-100%$1.7M———
Florida Financial Advisors, LLC
N/A—1,444-1,444-100%$1.7M———
Ritter Daniher Financial Advisory LLC / de
N/A—1,429-1,429-100%$1.7M———
Element Wealth, LLC
N/A—1,420-1,420-100%$1.7M———
Pacific Point Advisors, LLC
N/A—1,420-1,420-100%$1.7M———
Moment Partners, LLC
N/A—1,419-1,419-100%$1.7M———
Alan B Lancz & Associates, Inc.
N/A—1,415-1,415-100%$1.7M———
Drucker Wealth 3.0, LLC
N/A—1,413-1,413-100%$1.7M———
Gilbert & Cook, Inc.
N/A—1,410-1,410-100%$1.7M———
American Investment Services, Inc.
N/A—1,409-1,409-100%$1.7M———
SBI Okasan Asset Management Co.Ltd.
N/A—1,406-1,406-100%$1.7M———
Stonebridge Financial Group, LLC / MO
N/A—1,400-1,400-100%$1.7M———
Orion Capital Management LLC
N/A—1,396-1,396-100%$1.7M———
Synergy Investment Management, LLC
N/A—1,390-1,390-100%$1.7M———
Seascape Capital Management
N/A—1,387-1,387-100%$1.7M———
Millstone Evans Group, LLC
N/A—1,385-1,385-100%$1.7M———
Adapt Wealth Advisors, LLC
N/A—1,382-1,382-100%$1.7M———
AXA S.A.
N/A—1,372-1,372-100%$1.4M———
FOX RUN Management, L.L.C.
N/A—1,367-1,367-100%$1.6M———
Berkeley Capital Partners, LLC
N/A—1,361-1,361-100%$1.6M———
CTC LLC
N/A—1,360-1,360-100%$1.6M———
Two Sigma Securities, LLC
N/A—1,346-1,346-100%$1.6M———
Parker Investment Management, LLC
N/A—1,346-1,346-100%$1.6M———
Emerald Advisers, LLC
N/A—1,339-1,339-100%$1.6M———
Pacific SUN Financial Corp
N/A—1,338-1,338-100%$1.6M———
Twin Peaks Wealth Advisors, LLC
N/A—1,331-1,331-100%$1.6M———
Truvestments Capital LLC
N/A—1,330-1,330-100%$1.6M———
UP Strategic Wealth Investment Advisors LLC
N/A—1,328-1,328-100%$1.6M———
Allred Capital Management, LLC
N/A—1,327-1,327-100%$1.6M———
Marble Wealth, LLC
N/A—1,326-1,326-100%$1.6M———
Wills Financial Group LLC
N/A—1,315-1,315-100%$1.6M———
Financial Avengers, Inc.
N/A—1,313-1,313-100%$1.6M———
Dash Acquisitions Inc.
N/A—1,312-1,312-100%$1.6M———
Clarendon Private LLC
N/A—1,311-1,311-100%$1.6M———
Edgestream Partners, L.P.
N/A—1,308-1,308-100%$1.6M———
Pursue Wealth Partners LLC
N/A—1,304-1,304-100%$1.6M———
Harbor Advisors LLC
N/A—1,300-1,300-100%$1.6M———
Bank of Marin
N/A—1,292-1,292-100%$1.5M———
Duncan Williams Asset Management, LLC
N/A—1,290-1,290-100%$1.5M———
Peak Planning Group, LLC
N/A—1,286-1,286-100%$1.5M———
Birchcreek Wealth Management, LLC
N/A—1,273-1,273-100%$1.5M———
Planning Alternatives LTD
N/A—1,266-1,266-100%$1.5M———
Brown Financial Advisors
N/A—1,255-1,255-100%$1.5M———
Purpose Unlimited Inc.
N/A—1,253-1,253-100%$1.5M———
Miller Investment Management, LP
N/A—1,250-1,250-100%$1.5M———
V. M. Manning & Co., Inc.
N/A—1,243-1,243-100%$1.5M———
Genesis Financial Group, LLC
N/A—1,239-1,239-100%$1.5M———
Wealth Management Strategies, Inc.
N/A—1,239-1,239-100%$1.5M———
Keating Financial Advisory Services, Inc.
N/A—1,236-1,236-100%$1.5M———
Aspire Growth Partners LLC
N/A—1,226-1,226-100%$1.5M———
Sonoma Allocations LLC
N/A—1,225-1,225-100%$1.5M———
Richard W. Paul & Associates, LLC
N/A—1,221-1,221-100%$1.5M———
Plum Street Advisors, LLC
N/A—1,218-1,218-100%$1.5M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—1,218-1,218-100%$1.5M———
PeakShares LLC
N/A—1,217-1,217-100%$1.5M———
Vantage Point Financial LLC
N/A—1,216-1,216-100%$1.5M———
Drake & Associates, LLC
N/A—1,213-1,213-100%$1.5M———
BlackDiamond Wealth Management, LLC
N/A—1,209-1,209-100%$1.5M———
Sun Financial Inc
N/A—1,208-1,208-100%$1.5M———
ABS Investment Management LLC
N/A—1,199-1,199-100%$239.9K———
Steadtrust LLC
N/A—1,197-1,197-100%$1.4M———
Palumbo Wealth Management LLC
N/A—1,196-1,196-100%$1.4M———
Allium Financial Advisors, LLC
N/A—1,195-1,195-100%$1.4M———
BWM Planning, LLC
N/A—1,185-1,185-100%$1.4M———
Hexagon Capital Partners LLC
N/A—1,184-1,184-100%$1.4M———
Bouchey Financial Group, Ltd.
N/A—1,183-1,183-100%$1.4M———
Pointe Capital Management LLC
N/A—1,183-1,183-100%$1.4M———
First Western Trust Bank
N/A—1,182-1,182-100%$1.4M———
OAK Associates LTD
N/A—1,170-1,170-100%$1.4M———
Diamant Asset Management, Inc.
N/A—1,164-1,164-100%$1.4M———
Peloton Wealth Strategists
N/A—1,161-1,161-100%$1.4M———
Klcm Advisors, Inc.
N/A—1,147-1,147-100%$1.4M———
Infrastructure Capital Advisors, LLC
N/A—1,121-1,121-100%$1.3M———
Tandem Wealth Advisors LLC
N/A—1,121-1,121-100%$1.3M———
Sittner & Nelson, LLC
N/A—1,120-1,120-100%$1.3M———
Dock Street Asset Management Inc
N/A—1,113-1,113-100%$1.3M———
Leigh Baldwin & Co., LLC
N/A—1,112-1,112-100%$1.3M———
FLC Capital Advisors
N/A—1,111-1,111-100%$1.3M———
PAX Financial Group, LLC
N/A—1,103-1,103-100%$1.3M———
Atlanta Consulting Group Advisors, LLC
N/A—1,103-1,103-100%$1.3M———
Aigen Investment Management, LP
N/A—1,102-1,102-100%$1.3M———
Tailwinds Wealth, LLC
N/A—1,088-1,088-100%$1.3M———
Pasadena Private Wealth, LLC
N/A—1,087-1,087-100%$1.3M———
Scharf Investments, LLC
N/A—1,086-1,086-100%$1.3M———
Snowwater Investment Partners, LLC
N/A—1,077-1,077-100%$1.3M———
Howe & Rusling Inc
N/A—1,076-1,076-100%$1.3M———
GSA Capital Partners LLP
N/A—1,075-1,075-100%$1.3M———
Madison Wealth Partners, Inc
N/A—1,074-1,074-100%$1.3M———
Morton Community Bank
N/A—1,070-1,070-100%$1.3M———
Pettee Investors, Inc.
N/A—1,066-1,066-100%$1.3M———
Symphony Financial Services, Inc.
N/A—1,065-1,065-100%$1.3M———
Star Financial Bank
N/A—1,063-1,063-100%$1.3M———
Summit Wealth & Retirement Planning, Inc.
N/A—1,060-1,060-100%$1.3M———
Boston Partners
N/A—1,057-1,057-100%$1.3M———
Laidlaw Wealth Management LLC
N/A—1,052-1,052-100%$1.3M———
Prasad Wealth Partners, LLC
N/A—1,048-1,048-100%$1.3M———
Tudor Financial Inc.
N/A—1,047-1,047-100%$1.3M———
Chokshi & Queen Wealth Advisors, Inc
N/A—1,045-1,045-100%$1.3M———
GTS Financial, LLC
N/A—1,045-1,045-100%$815.0K———
Seneca House Advisors
N/A—1,044-1,044-100%$1.3M———
Widmann Financial Services, Inc.
N/A—1,038-1,038-100%$1.2M———
Argo Wealth Advisory, LLC
N/A—1,036-1,036-100%$1.2M———
Volterra Technologies LP
N/A—1,034-1,034-100%$1.2M———
Prospect Financial Services LLC
N/A—1,033-1,033-100%$1.2M———
Rothschild Capital Partners, LLC
N/A—1,030-1,030-100%$1.2M———
Karani Asset Management LLC
N/A—1,028-1,028-100%$1.2M———
Heritage Wealth Advisors
N/A—1,021-1,021-100%$1.2M———
Sandler Capital Management
N/A—1,012-1,012-100%$1.2M———
Wealthgarden F.S. LLC
N/A—1,010-1,010-100%$1.2M———
Wealth Advisors of Iowa, LLC
N/A—1,004-1,004-100%$1.2M———
RPS Advisory Solutions LLC
N/A—1,002-1,002-100%$1.2M———
AR Asset Management Inc
N/A—1,000-1,000-100%$1.2M———
Mayport, LLC
N/A—993-993-100%$1.2M———
Northstar Group, Inc.
N/A—993-993-100%$1.2M———
Iron Gate Global Advisors LLC
N/A—989-989-100%$1.2M———
Expressive Wealth LLC
N/A—986-986-100%$1.2M———
Sovereign Financial Group, Inc.
N/A—981-981-100%$1.2M———
JMN Financial LLC
N/A—981-981-100%$1.2M———
Vantus Wealth LLC
N/A—976-976-100%$1.2M———
BW Gestao de Investimentos Ltda.
N/A—976-976-100%$1.2M———
N.E.W. Advisory Services LLC
N/A—976-976-100%$1.2M———
von Borstel & Associates, Inc.
N/A—972-972-100%$1.2M———
Plotkin Financial Advisors, LLC
N/A—964-964-100%$1.2M———
Mason & Associates Inc
N/A—963-963-100%$1.2M———
Crewe Advisors LLC
N/A—962-962-100%$1.2M———
Bank of the Bluegrass & Trust Co.
N/A—961-961-100%$1.1M———
Investment Advisory Group, LLC
N/A—960-960-100%$1.2M———
Diametric Capital, LP
N/A—957-957-100%$1.1M———
Lathrop Investment Management Co
N/A—948-948-100%$1.1M———
Buckley Wealth Management, LLC
N/A—943-943-100%$1.1M———
J. M. Brown & Associates Inc.
N/A—942-942-100%$1.1M———
Zuckerman Investment Group, LLC
N/A—942-942-100%$1.1M———
Dividend Assets Capital, LLC
N/A—939-939-100%$1.1M———
OneAscent Family Office, LLC
N/A—936-936-100%$1.1M———
Wayfinding Financial, LLC
N/A—933-933-100%$1.1M———
Strategic Investment Solutions, Inc.
N/A—929-929-100%$1.1M———
Alexis Investment Partners, LLC
N/A—928-928-100%$1.1M———
Consilio Wealth Advisors, LLC
N/A—928-928-100%$1.1M———
Eaton-Cambridge Inc.
N/A—927-927-100%$1.1M———
Severin Investments, LLC
N/A—926-926-100%$1.1M———
SGL Investment Advisors, Inc.
N/A—923-923-100%$1.1M———
Chancellor Financial Group WB LP
N/A—918-918-100%$1.1M———
Flow Traders U.S. LLC
N/A—909-909-100%$1.1M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—908-908-100%$1.1M———
LWM Advisory Services, LLC
N/A—901-901-100%$1.1M———
Kera Capital Partners, Inc.
N/A—899-899-100%$1.1M———
Talisman Wealth Advisors LLC
N/A—897-897-100%$1.1M———
Topsail Wealth Management, LLC
N/A—894-894-100%$1.1M———
Wick Capital Partners, LLC
N/A—891-891-100%$1.1M———
Petix & Botte Co
N/A—890-890-100%$1.1M———
Family Manage LLC
N/A—890-890-100%$1.1M———
Portland Global Advisors LLC
N/A—886-886-100%$1.1M———
Caerus Investment Advisors, LLC
N/A—885-885-100%$1.1M———
Cedarwood Wealth LLC
N/A—874-874-100%$1.0M———
Dean Investment Associates, LLC
N/A—870-870-100%$1.0M———
M3 Advisory Group, LLC
N/A—867-867-100%$1.0M———
Faithward Advisors, LLC
N/A—862-862-100%$1.0M———
one8zero8, LLC
N/A—860-860-100%$1.0M———
44 Wealth Management LLC
N/A—858-858-100%$1.0M———
Strait & Sound Wealth Management LLC
N/A—856-856-100%$1.0M———
Cardiff Park Advisors, LLC
N/A—856-856-100%$1.0M———
New World Advisors LLC
N/A—851-851-100%$1.0M———
First Financial Bankshares Inc
N/A—850-850-100%$1.0M———
Legacy Wealth Advisors, LLC
N/A—844-844-100%$1.0M———
Alexander Labrunerie & Co., Inc.
N/A—842-842-100%$1.0M———
Operose Advisors LLC
N/A—842-842-100%$1.0M———
Yarger Wealth Strategies, LLC
N/A—840-840-100%$998.5K———
Coign Capital Advisors LLC
N/A—836-836-100%$1.0M———
Penserra Capital Management LLC
N/A—833-833-100%$964.0K———
Athena Investment Management
N/A—831-831-100%$996.7K———
J Hagan Capital, Inc.
N/A—830-830-100%$995.1K———
Francis Financial, Inc.
N/A—826-826-100%$990.7K———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—825-825-100%$989.5K———
Graybill Wealth Management, Ltd.
N/A—818-818-100%$981.1K———
Navis Wealth Advisors, LLC
N/A—816-816-100%$978.8K———
Flatrock Wealth Partners LLC
N/A—816-816-100%$978.3K———
Foster & Motley Inc
N/A—814-814-100%$977.0K———
Gentry Private Wealth, LLC
N/A—813-813-100%$975.1K———
Liberty Square Wealth Partners LLC
N/A—810-810-100%$971.5K———
Park Place Capital Corp
N/A—806-806-100%$967.1K———
Voya Financial Advisors, Inc.
N/A—805-805-100%$990.1K———
Allied Private Wealth LLC
N/A—800-800-100%$973.6K———
Retirement Planning Group, LLC / NY
N/A—799-799-100%$958.1K———
Avalon Trust Co
N/A—799-799-100%$958.3K———
Vance Wealth, LLC
N/A—796-796-100%$954.5K———
Brooktree Capital Management
N/A—794-794-100%$952.3K———
TAGStone Capital, Inc.
N/A—783-783-100%$939.0K———
McDonough Capital Management, Inc
N/A—782-782-100%$938.1K———
Integrated Quantitative Investments LLC
N/A—780-780-100%$935.6K———
Swisher Financial Concepts, Inc.
N/A—777-777-100%$932.0K———
Forefront Wealth Partners, LLC
N/A—775-775-100%$930.1K———
Baron Silver Stevens Financial Advisors, LLC
N/A—775-775-100%$930.6K———
Octavia Wealth Advisors, LLC
N/A—772-772-100%$926.1K———
American Trust Investment Advisors, LLC
N/A—772-772-100%$926.0K———
Mathes Company, Inc.
N/A—772-772-100%$926.0K———
Meramec Financial Planners, LLC
N/A—771-771-100%$923.3K———
Hollencrest Capital Management
N/A—768-768-100%$921.6K———
JPL Wealth Management, LLC
N/A—767-767-100%$919.6K———
Adalta Capital Management LLC
N/A—763-763-100%$915.2K———
Cape ANN Savings Bank
N/A—760-760-100%$911.6K———
Ameriflex Group, Inc.
N/A—759-759-100%$910.4K———
WealthCollab, LLC
N/A—756-756-100%$906.8K———
VSM Wealth Advisory, LLC
N/A—755-755-100%$905.6K———
Members Trust Co
N/A—753-753-100%$903.2K———
Brasada Capital Management, LP
N/A—750-750-100%$899.6K———
Innovative Asset Advisors Group, LLC
N/A—748-748-100%$897.5K———
BOK Financial Private Wealth, Inc.
N/A—743-743-100%$891.2K———
Eaton Financial Holdings Company, LLC
N/A—739-739-100%$887.0K———
Ehrenkranz Partners L.P.
N/A—738-738-100%$885.2K———
South Plains Financial, Inc.
N/A—732-732-100%$878.0K———
Dunhill Financial, LLC
N/A—730-730-100%$877.2K———
VestGen Investment Management
N/A—730-730-100%$875.6K———
Winthrop Partners - WNY, LLC
N/A—729-729-100%$874.4K———
Wallace Capital Management Inc.
N/A—723-723-100%$867.2K———
Prudent Investors Network, Inc.
N/A—722-722-100%$866.0K———
Taylor Hoffman Capital Management LLC
N/A—719-719-100%$862.4K———
Capstone Financial Advisors, Inc.
N/A—715-715-100%$857.7K———
Ellenbecker Investment Group
N/A—714-714-100%$856.5K———
AlphaGrep UK Ltd
N/A—710-710-100%$851.6K———
Passive Capital Management, Llc.
N/A—710-710-100%$763.0K———
Tripletail Wealth Management, LLC
N/A—706-706-100%$857.0K———
17 Capital Partners, LLC
N/A—705-705-100%$845.6K———
Mark Sheptoff Financial Planning, LLC
N/A—705-705-100%$845.6K———
LeClair Wealth Partners LLC
N/A—704-704-100%$844.6K———
Cohen & Steers, Inc.
N/A—700-700-100%$840.0K———
Daner Wealth Management, LLC
N/A—697-697-100%$842.3K———
Fielder Capital Group LLC
N/A—694-694-100%$831.9K———
Swan Global Investments, LLC
N/A—693-693-100%$831.2K———
Proffitt & Goodson Inc
N/A—689-689-100%$826.4K———
Teucrium Investment Advisors, LLC
N/A—688-688-100%$825.2K———
Cofg Advisors, LLC
N/A—686-686-100%$822.2K———
Aimz Investment Advisors, LLC
N/A—686-686-100%$823.2K———
Prosperity Bancshares Inc
N/A—685-685-100%$821.6K———
Alpha Financial Partners LLC
N/A—684-684-100%$820.4K———
1015 Capital Partners, LLC
N/A—684-684-100%$820.4K———
Pennington Partners & Co., LLC
N/A—681-681-100%$816.9K———
Karpus Management, Inc.
N/A—680-680-100%$815.6K———
Pinnacle Family Advisors, LLC
N/A—676-676-100%$810.3K———
Delta Asset Management LLC
N/A—671-671-100%$804.9K———
Wharton Business Group, LLC
N/A—665-665-100%$797.6K———
Bulltick Wealth Management, LLC
N/A—660-660-100%$791.6K———
Advisors Preferred, LLC
N/A—660-660-100%$801.2K———
One Wealth Advisors, LLC
N/A—654-654-100%$784.4K———
Concorde Asset Management, LLC
N/A—652-652-100%$782.6K———
Ketron Financial
N/A—646-646-100%$775.1K———
Stonebridge Capital Management Inc
N/A—639-639-100%$766.4K———
Integrity Financial Corp
N/A—639-639-100%$766.9K———
Scientech Research LLC
N/A—638-638-100%$765.2K———
Security National Bank of SO DAK
N/A—638-638-100%$765.2K———
Sharp Wealth Advisory, LLC
N/A—638-638-100%$765.2K———
Davis Asset Management, L.P.
N/A—637-637-100%$764.0K———
Precision Wealth Strategies, LLC
N/A—630-630-100%$755.9K———
Ducere Wealth Management LLC
N/A—629-629-100%$753.9K———
Landing Point Financial Group, LLC
N/A—628-628-100%$752.8K———
J.E. Simmons & Co., P.C.
N/A—627-627-100%$752.0K———
Roehl & Yi Investment Advisors, LLC
N/A—626-626-100%$751.1K———
M1 Capital Management LLC
N/A—623-623-100%$747.7K———
Red Wave Investments LLC
N/A—623-623-100%$747.2K———
Viawealth, LLC
N/A—616-616-100%$739.4K———
Truepoint, Inc.
N/A—615-615-100%$737.6K———
Greenline Wealth Management LLC
N/A—612-612-100%$734.6K———
Camelot Portfolios, LLC
N/A—612-612-100%$734.2K———
Inspire Advisors, LLC
N/A—612-612-100%$733.2K———
Black Swift Group, LLC
N/A—610-610-100%$731.7K———
Meridian Wealth Partners, LLC
N/A—607-607-100%$727.7K———
Betterment LLC
N/A—605-605-100%$726.0K———
Reyl & Cie S.A.
N/A—604-604-100%$557.0K———
Cura Wealth Advisors, LLC
N/A—602-602-100%$722.1K———
Providence Capital Advisors, LLC
N/A—602-602-100%$722.1K———
Auxier Asset Management LLC
N/A—599-599-100%$718.5K———
Capula Management Ltd
N/A—596-596-100%$714.9K———
Keyvantage Wealth, LLC
N/A—594-594-100%$712.7K———
DV Trading LLC
N/A—589-589-100%$706.5K———
Potomac Fund Management Inc
N/A—589-589-100%$706.9K———
Chatterton & Associates Inc.
N/A—587-587-100%$714.4K———
Strategic Financial Concepts, LLC
N/A—582-582-100%$698.5K———
Cheviot Value Management, LLC
N/A—581-581-100%$696.9K———
IMA Advisory Services, Inc.
N/A—579-579-100%$694.5K———
Alyeska Investment Group, L.P.
N/A—574-574-100%$688.5K———
Bellevue Asset Management, LLC
N/A—574-574-100%$688.5K———
CCG Wealth Management, LLC
N/A—574-574-100%$688.5K———
Roberts Glore & Co Inc
N/A—573-573-100%$687.3K———
Rogco, LP
N/A—572-572-100%$686.1K———
FreeGulliver LLC
N/A—571-571-100%$684.9K———
Meadowbrook Advisors Group, LLC
N/A—567-567-100%$680.1K———
Aspire Capital Advisors LLC
N/A—563-563-100%$675.6K———
Planning Center, Inc.
N/A—560-560-100%$671.7K———
CTC Alternative Strategies, Ltd.
N/A—560-560-100%$671.7K———
Wulff, Hansen & Co.
N/A—558-558-100%$669.3K———
Compton Financial Group, LLC
N/A—556-556-100%$666.9K———
Phillips Wealth Planners LLC
N/A—554-554-100%$684.5K———
Stillwater Private Wealth, LLC
N/A—553-553-100%$674———
Disciplined Investors, L.L.C.
N/A—553-553-100%$662.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—550-550-100%$659.7K———
Wilson & Boucher Capital Management, LLC
N/A—546-546-100%$655.4K———
Panoramic Capital Partners, LLC
N/A—545-545-100%$653.7K———
Permanent Capital Management, LP
N/A—544-544-100%$652.5K———
FSB Premier Wealth Management, Inc.
N/A—542-542-100%$650.5K———
Private Wealth Advisors, LLC
N/A—540-540-100%$647.1K———
Fairview Capital Investment Management, LLC
N/A—539-539-100%$647.4K———
Prostatis Group LLC
N/A—539-539-100%$646.6K———
Barnes Pettey Financial Advisors, LLC
N/A—539-539-100%$646.5K———
Saiph Capital, LLC
N/A—536-536-100%$642.9K———
Hutchinson Capital Management
N/A—531-531-100%$636.9K———
CMT Capital Markets Trading GmbH
N/A—527-527-100%$632.0K———
Capasso Planning Partners LLC
N/A—526-526-100%$631.0K———
Strategic Financial Services, Inc.
N/A—519-519-100%$622.5K———
CoreFirst Bank & Trust
N/A—515-515-100%$617.7K———
Everest Private Wealth
N/A—511-511-100%$612.9K———
Entelevest, LLC
N/A—510-510-100%$611.8K———
SSI Investment Management LLC
N/A—506-506-100%$606.9K———
Tiaa Trust, National Association
N/A—505-505-100%$605.7K———
Riverview Capital Advisers, LLC
N/A—504-504-100%$604.5K———
Clifford Group, LLC
N/A—504-504-100%$604.5K———
Oak Wealth Advisors LLC
N/A—504-504-100%$604.5K———
Runnymede Capital Advisors, Inc.
N/A—502-502-100%$602.1K———
Houlihan Financial Resource Group, Ltd.
N/A—500-500-100%$599.7K———
Wexford Capital LP
N/A—499-499-100%$598.5K———
Vines Capital Management, LLC
N/A—495-495-100%$593.7K———
Beaird Harris Wealth Management, LLC
N/A—493-493-100%$591.8K———
Bolthouse Investments, LLC
N/A—493-493-100%$591.3K———
Golden Road Advisors LLC
N/A—492-492-100%$590.1K———
Saranac Partners Ltd
N/A—487-487-100%$584.1K———
Lavaca Capital LLC
N/A—486-486-100%$582.9K———
Cornerstone Capital, Inc.
N/A—485-485-100%$581.7K———
Brio Consultants, LLC
N/A—484-484-100%$581.1K———
Wealth Watch Advisors, Inc
N/A—483-483-100%$579.3K———
Tobias Financial Advisors, Inc.
N/A—482-482-100%$578.5K———
Mirabella Financial Services LLP
N/A—481-481-100%$576.9K———
Blueshift Asset Management, LLC
N/A—479-479-100%$574.5K———
Harbour Wealth Management Group, Inc.
N/A—479-479-100%$575.0K———
Second Half Financial Partners, LLC
N/A—477-477-100%$571.7K———
KEB Asset Management, LLC
N/A—476-476-100%$570.9K———
Cedar Wealth Management, LLC
N/A—474-474-100%$568.5K———
Vickerman Investment Advisors, Inc.
N/A—473-473-100%$567.3K———
Goldstone Financial Group, LLC
N/A—473-473-100%$567.3K———
Hobbs Group Advisors, LLC
N/A—469-469-100%$562.2K———
Dorsey Wright & Associates
N/A—468-468-100%$561.7K———
Bridgefront Capital, LLC
N/A—467-467-100%$560.1K———
Orion Investment Co
N/A—461-461-100%$552.9K———
Alesco Advisors, LLC, An ESL Co
N/A—456-456-100%$546.9K———
IFS Group,LLC
N/A—455-455-100%$545.7K———
Fiduciary Financial Advisors
N/A—455-455-100%$534.2K———
Ballast Advisors LLC
N/A—452-452-100%$542.1K———
Alpha Financial Advisors, LLC
N/A—452-452-100%$541.5K———
Thompson David Blair
N/A—451-451-100%$540.9K———
Claris Advisors, LLC / MO /
N/A—451-451-100%$540.9K———
Second Line Capital, LLC
N/A—450-450-100%$540.0K———
RiverGlades Family Offices LLC
N/A—449-449-100%$538.8K———
Financial Advisors Network, Inc.
N/A—447-447-100%$536.2K———
Sound Capital Solutions LLC
N/A—446-446-100%$534.9K———
Optimize Financial Inc.
N/A—446-446-100%$534.9K———
Legacy Wealth Managment, LLC
N/A—445-445-100%$533.5K———
Paces Ferry Wealth Advisors, LLC
N/A—443-443-100%$531.9K———
Ruggaard & Associates LLC
N/A—437-437-100%$524.3K———
Van Diest Capital, LLC
N/A—436-436-100%$522.8K———
George Kaiser Family Foundation
N/A—434-434-100%$520.6K———
Curio Wealth, LLC
N/A—434-434-100%$520.0K———
S Harris Financial Group, LLC
N/A—433-433-100%$518.8K———
Harris Associates L P
N/A—431-431-100%$517.0K———
Aurdan Capital Management, LLC
N/A—428-428-100%$513.4K———
Serenus Wealth Advisors, LLC
N/A—425-425-100%$509.8K———
Private Capital Management, LLC
N/A—425-425-100%$510.0K———
Kirtland Hills Capital Management, LLC
N/A—425-425-100%$509.9K———
Centennial Bank
N/A—423-423-100%$507.4K———
RFP Financial Group LLC
N/A—422-422-100%$506.2K———
Wilkinson Global Asset Management LLC
N/A—420-420-100%$503.8K———
Raffa Wealth Management, LLC
N/A—420-420-100%$503.2K———
Bank of Nova Scotia Trust Co
N/A—417-417-100%$500.2K———
Roble, Belko & Company, Inc
N/A—416-416-100%$499.0K———
Sandro Wealth Management LLC
N/A—415-415-100%$497.5K———
Slagle Financial, LLC
N/A—413-413-100%$495.3K———
Laffer Tengler Investments, Inc.
N/A—411-411-100%$493.0K———
Owen LaRue, LLC
N/A—410-410-100%$492.0K———
Massar Capital Management, LP
N/A—409-409-100%$490.6K———
WFA of San Diego, LLC
N/A—409-409-100%$494.5K———
Sierra Capital LLC
N/A—407-407-100%$488.2K———
Cbiz Investment Advisory Services, LLC
N/A—406-406-100%$373.4K———
Maridea Wealth Management LLC
N/A—406-406-100%$487.2K———
LifePlan Investment Advisors, Inc.
N/A—405-405-100%$485.5K———
Riverstone Advisors, LLC
N/A—404-404-100%$484.6K———
Seldon Capital LP
N/A—404-404-100%$484.6K———
Stembrook Asset Management, LLC
N/A—401-401-100%$481.0K———
iSAM Funds (UK) Ltd
N/A—400-400-100%$479.8K———
Earnest Partners LLC
N/A—399-399-100%$478.6K———
Vista Investment Management
N/A—398-398-100%$477.4K———
Markin Asset Management, LP
N/A—396-396-100%$475.3K———
Goepper Burkhardt LLC
N/A—396-396-100%$475.0K———
All Terrain Financial Advisors, LLC
N/A—395-395-100%$473.8K———
Odyssey Group, LLC
N/A—394-394-100%$472.6K———
Balanced Rock Investment Advisors LLC
N/A—389-389-100%$466.6K———
Bluefin Capital Management, LLC
N/A—386-386-100%$463.0K———
Wood Tarver Financial Group, LLC
N/A—385-385-100%$461.0K———
Ark Wealth Advisors LLC
N/A—384-384-100%$460.6K———
Greykasell Wealth Strategies, Inc.
N/A—381-381-100%$457.0K———
Maripau Wealth Management LLC
N/A—381-381-100%$457.5K———
X-Square Capital, LLC
N/A—380-380-100%$456.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—376-376-100%$451.2K———
Strategic Financial Partners, Ltd.
N/A—375-375-100%$450.1K———
Campbell Deegan Wealth Management, LLC
N/A—374-374-100%$449.1K———
Quantessence Capital LLC
N/A—373-373-100%$447.4K———
Sanchez Levi Garrett
N/A—371-371-100%$444.5K———
Aberdeen Wealth Management LLC
N/A—370-370-100%$443.8K———
One Charles Private Wealth Services, LLC
N/A—369-369-100%$442.7K———
New Insight Wealth Advisors
N/A—369-369-100%$442.6K———
Hill Investment Group Partners, LLC
N/A—369-369-100%$442.6K———
Pring Turner Capital Group Inc
N/A—366-366-100%$436.3K———
Continental Investors Services, Inc.
N/A—366-366-100%$428.2K———
FCA Corp
N/A—364-364-100%$436.6K———
Affinity Investment Advisors, LLC
N/A—360-360-100%$431.8K———
WPWealth LLP
N/A—358-358-100%$429.8K———
Brandywine Managers, LLC
N/A—357-357-100%$428.2K———
Cornerstone Financial Management LLC
N/A—356-356-100%$427.0K———
White Knight Strategic Wealth Advisors, LLC
N/A—355-355-100%$425.8K———
Theory Financial LLC
N/A—354-354-100%$424.6K———
Spreng Capital Management, Inc.
N/A—353-353-100%$423.4K———
Summit Wealth Group, LLC
N/A—353-353-100%$423.4K———
Rather & Kittrell, Inc.
N/A—352-352-100%$422.9K———
Disciplined Investments, LLC
N/A—352-352-100%$422.4K———
Twin Tree Management, LP
N/A—351-351-100%$421.0K———
FSA Advisors, Inc.
N/A—351-351-100%$420.7K———
Corus Family Wealth Advisors
N/A—351-351-100%$420.9K———
Chelsea Counsel Co
N/A—351-351-100%$421.0K———
Kapstone Financial Advisors LLC
N/A—351-351-100%$421.0K———
Gabelli & Co Investment Advisers, Inc.
N/A—350-350-100%$419.8K———
Spectrum Investment Advisors, Inc.
N/A—350-350-100%$419.4K———
Threadgill Financial, LLC
N/A—350-350-100%$419.8K———
Oakmont Advisory Group, LLC
N/A—348-348-100%$417.8K———
Garrison Point Advisors, LLC
N/A—345-345-100%$413.8K———
Fort Point Capital Partners LLC
N/A—343-343-100%$411.3K———
Darwin Wealth Management, LLC
N/A—342-342-100%$410.7K———
BlueStem Wealth Partners, LLC
N/A—340-340-100%$408.0K———
Rockbridge Investment Management, LCC
N/A—340-340-100%$408.2K———
OneAscent Wealth Management LLC
N/A—339-339-100%$406.6K———
C M Bidwell & Associates LTD
N/A—332-332-100%$398.2K———
Summit Wealth Partners, LLC
N/A—331-331-100%$396.6K———
White Pine Capital LLC
N/A—330-330-100%$395.8K———
Adams Wealth Management
N/A—328-328-100%$393.9K———
Palladiem, LLC
N/A—328-328-100%$393.9K———
IF Advisors, LLC
N/A—328-328-100%$393.4K———
CacheTech Inc.
N/A—328-328-100%$393.9K———
Cornerstone Select Advisors, LLC
N/A—327-327-100%$392.2K———
Twin Lakes Capital Management, LLC
N/A—325-325-100%$390.4K———
Perissos Private Wealth Management, LLC
N/A—324-324-100%$388.5K———
Payne Capital Management, LLC
N/A—324-324-100%$389.1K———
Aspen Capital Management, LLC
N/A—323-323-100%$387.4K———
Causey Wealth LLC
N/A—323-323-100%$387.4K———
Dougherty & Associates, LLC
N/A—323-323-100%$387.4K———
Magnolia Private Wealth, LLC
N/A—321-321-100%$385.0K———
Johnson Wealth Management, LLC
N/A—320-320-100%$383.8K———
Mpwm Advisory Solutions, LLC
N/A—320-320-100%$383.6K———
Claret Asset Management Corp
N/A—318-318-100%$382.0K———
Wallace Advisory Group, LLC
N/A—317-317-100%$380.2K———
Paladin Advisory Group, LLC
N/A—317-317-100%$380.2K———
Camarda Financial Advisors, LLC
N/A—317-317-100%$380.2K———
Permanens Capital L.P.
N/A—316-316-100%$379.0K———
AMJ Financial Wealth Management
N/A—314-314-100%$289.1K———
Sachetta, LLC
N/A—314-314-100%$376.2K———
Wellington-Altus USA Inc.
N/A—311-311-100%$286.0K———
Joule Financial, LLC
N/A—310-310-100%$371.8K———
Coastwise Capital Group, LLC
N/A—308-308-100%$369.6K———
Templeton & Phillips Capital Management, LLC
N/A—306-306-100%$367.0K———
Arkos Global Advisors
N/A—306-306-100%$367.0K———
Ashford Capital Management Inc
N/A—305-305-100%$365.8K———
SK Wealth Management, LLC
N/A—303-303-100%$373.8K———
Kemnay Advisory Services Inc.
N/A—303-303-100%$363.4K———
S&T Bank
N/A—302-302-100%$362.2K———
Symmetry Peak Management LLC
N/A—302-302-100%$362.2K———
Balanced Wealth Group LLC
N/A—301-301-100%$360.7K———
Sterneck Capital Management, LLC
N/A—301-301-100%$361.0K———
Fiducient Advisors LLC
N/A—301-301-100%$361.0K———
Intercapital, LLC
N/A—300-300-100%$359.8K———
Veridan Wealth LLC
N/A—299-299-100%$358.3K———
Elevation Advisory Partners LLC
N/A—296-296-100%$339.1K———
HFG Advisors, Inc.
N/A—295-295-100%$353.8K———
Beacon Bridge Wealth Partners, LLC
N/A—294-294-100%$352.6K———
Harborfront Financial Group LLC
N/A—294-294-100%$352.7K———
Orcam Financial Group
N/A—292-292-100%$350.2K———
Kelman-Lazarov, Inc.
N/A—292-292-100%$350.2K———
Marathon Trading Investment Management LLC
N/A—290-290-100%$347.8K———
Miramar Capital, LLC
N/A—290-290-100%$347.8K———
Mount Lucas Management LP
N/A—290-290-100%$347.8K———
Chesapeake Capital Corp
N/A—289-289-100%$346.6K———
Quattro Advisors LLC
N/A—289-289-100%$346.2K———
Custos Family Office, LLC
N/A—288-288-100%$345.7K———
Kilter Group LLC
N/A—287-287-100%$344.2K———
Front Row Advisors LLC
N/A—287-287-100%$348.9K———
Oxford Asset Management LLP
N/A—286-286-100%$343.0K———
Nova Wealth Management, Inc.
N/A—286-286-100%$342.8K———
Bridgewealth Advisory Group, LLC
N/A—283-283-100%$339.4K———
Synergy Financial Group, LTD
N/A—282-282-100%$338.2K———
Pursuit Wealth Strategies, LLC
N/A—275-275-100%$329.6K———
Dixon Mitchell Investment Counsel Inc.
N/A—273-273-100%$327.4K———
EQ Wealth Advisors, LLC
N/A—272-272-100%$326.4K———
Mason Investment Advisory Services, Inc.
N/A—270-270-100%$324.2K———
Atlantic Private Wealth, LLC
N/A—269-269-100%$323.1K———
Capital Investment Management, Inc.
N/A—268-268-100%$321.8K———
Columbia River Financial Group, LLC
N/A—267-267-100%$320.0K———
360 Financial, Inc.
N/A—266-266-100%$318.5K———
Gross & Hartman Investments LLC
N/A—266-266-100%$319.0K———
Safe Harbor Family Capital, LLC
N/A—266-266-100%$319.0K———
Noble Wealth Partners LLC
N/A—263-263-100%$315.5K———
OneAscent Investment Solutions LLC
N/A—263-263-100%$315.5K———
Brand Asset Management Group, Inc.
N/A—262-262-100%$314.3K———
Signal Tree Financial Partners LLC
N/A—262-262-100%$314.6K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—262-262-100%$314.3K———
Turim 21 Investimentos Ltda.
N/A—261-261-100%$313.1K———
WorthPointe, LLC
N/A—261-261-100%$313.1K———
Sovereign Investment Advisors, LLC
N/A—257-257-100%$308.3K———
Aspiring Ventures, LLC
N/A—255-255-100%$305.9K———
DiPaolo Financial Group, Inc.
N/A—255-255-100%$305.8K———
MWA Asset Management
N/A—254-254-100%$304.7K———
Goodwin Investment Advisory
N/A—249-249-100%$298.7K———
Shared Vision Wealth Group LLC
N/A—249-249-100%$299.1K———
Polymer Capital Management (US) LLC
N/A—246-246-100%$295.1K———
Requisite Capital Management, LLC
N/A—245-245-100%$293.7K———
5T Wealth, LLC
N/A—245-245-100%$293.9K———
Colter Lewis Investment Partners LLC
N/A—244-244-100%$292.7K———
Cadia Private Client LLC
N/A—243-243-100%$291.3K———
Westshore Wealth, LLC
N/A—243-243-100%$291.5K———
Invictus Private Wealth, LLC
N/A—243-243-100%$291.5K———
Top Private Wealth Llc.
N/A—242-242-100%$290.3K———
Swan Capital LLC
N/A—240-240-100%$287.9K———
Ackerman Asset Management, LLC
N/A—239-239-100%$286.7K———
Quantum Portfolio Management LLC
N/A—239-239-100%$286.7K———
Kinloch Capital, LLC
N/A—239-239-100%$286.6K———
Petra Financial Advisors Inc
N/A—238-238-100%$285.5K———
Shepherd Wealth Management Ltd Liability Co
N/A—236-236-100%$286.2K———
Smart Money Group LLC
N/A—235-235-100%$281.5K———
TPG Financial Advisors, LLC
N/A—234-234-100%$280.7K———
Martin & Co Inc
N/A—232-232-100%$278.3K———
PCG Wealth Advisors, LLC
N/A—232-232-100%$278.7K———
Schrum Private Wealth Management LLC
N/A—232-232-100%$219.8K———
Rialto Wealth Management, LLC
N/A—230-230-100%$276.3K———
Painted Porch Advisors LLC
N/A—229-229-100%$274.7K———
Corsicana & Co.
N/A—228-228-100%$273.5K———
Ruggiero Investments, Inc.
N/A—228-228-100%$273.5K———
Kelly Lawrence W & Associates Inc
N/A—227-227-100%$272.8K———
Pack Private Wealth, LLC
N/A—224-224-100%$268.7K———
Dimension Capital Management LLC
N/A—222-222-100%$266.3K———
Objectivity Squared, LLC
N/A—219-219-100%$262.7K———
Harbour Investment Management LLC
N/A—214-214-100%$256.7K———
Fiduciary Wealth Partners, LLC
N/A—213-213-100%$255.5K———
Evergreen Wealth Partners LLC
N/A—212-212-100%$254.6K———
Concentrum Wealth Management
N/A—211-211-100%$253.1K———
Highland Investment Advisors LLC
N/A—211-211-100%$252.7K———
Paradiem, LLC
N/A—210-210-100%$251.9K———
Godshalk Welsh Capital Management, Inc.
N/A—210-210-100%$251.9K———
Abbot Financial Management, Inc.
N/A—208-208-100%$249.5K———
Planwiser Financial, LLC
N/A—208-208-100%$249.5K———
Banco BTG Pactual S.A.
N/A—207-207-100%$248.3K———
Orographic Financial Advisors, LLC
N/A—205-205-100%$250———
Ranch Capital Advisors Inc.
N/A—203-203-100%$243.7K———
Graney & King, LLC
N/A—202-202-100%$242.1K———
KMT Wealth Management, LLC
N/A—201-201-100%$241.5K———
Brendel Financial Advisors LLC
N/A—201-201-100%$241.1K———
Macro Advisors, Inc.
N/A—200-200-100%$239.9K———
Ovata Capital Management Ltd
N/A—200-200-100%$239.9K———
Sprott Inc.
N/A—200-200-100%$239.9K———
Regatta Research & Money Management
N/A—199-199-100%$237.0K———
Hilltop Wealth Advisors, LLC
N/A—196-196-100%$235.1K———
Atlas Wealth LLC
N/A—196-196-100%$235.1K———
V2 Financial group LLC
N/A—194-194-100%$232.7K———
Harbor Advisory Corp
N/A—194-194-100%$232.7K———
Legend Financial Advisors, Inc.
N/A—193-193-100%$231.5K———
Olde Wealth Management, LLC
N/A—191-191-100%$229.0K———
Peninsula Asset Management Inc
N/A—190-190-100%$227.9K———
Legacy Financial Group LLC
N/A—190-190-100%$227.7K———
Odyssean, LLC
N/A—190-190-100%$227.9K———
Investment Advisory Services Group LLC
N/A—190-190-100%$227.9K———
Daybright Advisory Services, Inc.
N/A—187-187-100%$214.6K———
MTM Financial Group, LLC
N/A—185-185-100%$221.9K———
Manning & Napier Advisors LLC
N/A—185-185-100%$227.4K———
Oder Investment Management, LLC
N/A—184-184-100%$220.9K———
GatePass Capital, LLC
N/A—184-184-100%$220.7K———
Oberweis Asset Management Inc/
N/A—183-183-100%$219.5K———
Bravias Capital Group, LLC
N/A—182-182-100%$218.3K———
Resolute Capital, LLC
N/A—182-182-100%$218.1K———
Emissary Wealth LLC
N/A—182-182-100%$218.3K———
Empire Financial Management Company, LLC
N/A—182-182-100%$218.4K———
CIM, LLC
N/A—182-182-100%$218.0K———
Lafayette Investments, Inc.
N/A—182-182-100%$218.3K———
Cloud Capital Management, LLC
N/A—182-182-100%$219.0K———
Koss-Olinger Consulting, LLC
N/A—182-182-100%$218.5K———
Cannon Wealth Management Services, LLC
N/A—180-180-100%$215.9K———
Blackstone Inc.
N/A—180-180-100%$215.9K———
Gallagher Fiduciary Advisors, LLC
N/A—180-180-100%$215.7K———
Estate Counselors, LLC
N/A—178-178-100%$213.5K———
Round Rock Advisors LLC
N/A—177-177-100%$212.2K———
Beto Financial Group, LLC
N/A—177-177-100%$203.0K———
Capital Markets Trading UK LLP
N/A—176-176-100%$211.0K———
Financial Life Planners
N/A—176-176-100%$211.4K———
Northstar Asset Management Inc
N/A—175-175-100%$209.9K———
Piedmont Capital Management, LLC
N/A—174-174-100%$206.2K———
Steelhead Wealth Management LLC
N/A—173-173-100%$207.0K———
STG Securities, LLC
N/A—171-171-100%$205.1K———
Intrepid Capital Management Inc
N/A—170-170-100%$203.9K———
Godfrey Financial Associates, Inc.
N/A—169-169-100%$202.7K———
Tencap Wealth Coaching, LLC
N/A—169-169-100%$202.8K———
Port Capital LLC
N/A—168-168-100%$201.5K———
Fieldview Capital Management, LLC
N/A—168-168-100%$201.5K———
Palogic Value Management, L.P.
N/A—167-167-100%$200.3K———
Boreal Capital Management LLC
N/A—167-167-100%$200.3K———
Leo H. Evart, Inc.
N/A—166-166-100%$199.1K———
PIN OAK Investment Advisors Inc
N/A—165-165-100%$198.0K———
Horizon Bancorp Inc
N/A—152-152-100%$182.0K———
Abound Financial, LLC
N/A—150-150-100%$179.9K———
Frazier Financial Advisors, LLC
N/A—147-147-100%$176.3K———
Kerr Financial Planning Corp
N/A—143-143-100%$170.7K———
Index Technologies Group LLC
N/A—138-138-100%$165.5K———
HFM Investment Advisors, LLC
N/A—137-137-100%$164.2K———
Delos Wealth Advisors, LLC
N/A—136-136-100%$163.1K———
Bruce G. Allen Investments, LLC
N/A—129-129-100%$154.7K———
Uniplan Investment Counsel, Inc.
N/A—127-127-100%$153.3K———
Sankala Group LLC
N/A—123-123-100%$150.4K———
Measured Wealth Private Client Group, LLC
N/A—121-121-100%$145.1K———
Park Square Financial Group, LLC
N/A—120-120-100%$143.9K———
Virtus Advisers, LLC
N/A—116-116-100%$139.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—106-106-100%$127.1K———
Toews Corp
N/A—104-104-100%$124.7K———
Tanglewood Legacy Advisors, LLC
N/A—100-100-100%$119.9K———
Security National Bank of Sioux City Iowa
N/A—100-100-100%$119.9K———
Cypress Capital Management LLC (WY)
N/A—95-95-100%$113.9K———
Imprint Wealth LLC
N/A—91-91-100%$109.1K———
Napier Financial, LLC
N/A—82-82-100%$98.4K———
PlanVest Financial, Inc
N/A—74-74-100%$88.9K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—73-73-100%$87.6K———
Copos Capital B.V.
N/A—69-69-100%$82.8K———
Tidemark, LLC
N/A—68-68-100%$81.7K———
Financial Gravity Companies, Inc.
N/A—68-68-100%$81.6K———
TD Capital Management LLC
N/A—66-66-100%$79.5K———
Mcguire Capital Advisors Inc
N/A—57-57-100%$68.4K———
Persistent Asset Partners Ltd
N/A—56-56-100%$67.2K———
Basepoint Wealth LLC
N/A—55-55-100%$66.4K———
New England Asset Management Inc
N/A—54-54-100%$64.8K———
Capital Advisor Network LLC
N/A—54-54-100%$64.8K———
Caitlin John, LLC
N/A—53-53-100%$63.7K———
Atomic Invest LLC
N/A—49-49-100%$59.9K———
Walsh & Associates, LLC
N/A—45-45-100%$54.0K———
Nalls Sherbakoff Group, LLC
N/A—42-42-100%$50.9K———
Caldwell Sutter Capital, Inc.
N/A—42-42-100%$50.4K———
Quarry LP
N/A—40-40-100%$48.0K———
Benson Wealth Management Inc
N/A—39-39-100%$46.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—36-36-100%$43.2K———
Copia Wealth Management
N/A—35-35-100%$42.0K———
Hamrick Investment Counsel, llc
N/A—35-35-100%$42.0K———
Seneschal Advisors, LLC
N/A—30-30-100%$36.0K———
Mizuho Financial Group Inc
N/A—30-30-100%$36.0K———
Bravera Wealth
N/A—28-28-100%$33.6K———
Morgan Dempsey Capital Management LLC
N/A—23-23-100%$27.6K———
Osbon Capital Management LLC
N/A—23-23-100%$28.3K———
WHI Trust Co LLC
N/A—22-22-100%$26.4K———
Longview Financial Advisors LLC
N/A—22-22-100%$26.4K———
Ankerstar Wealth, LLC
N/A—18-18-100%$21.6K———
Ross\johnson & Associates LLC
N/A—17-17-100%$20.4K———
Anchor Bay Capital, Inc.
N/A—16-16-100%$20.1K———
JDM Financial Group LLC
N/A—15-15-100%$18.0K———
Longfellow Investment Management Co LLC
N/A—15-15-100%$18.0K———
Medallion Wealth Advisors, LLC
N/A—14-14-100%$4.6K———
Wedbush Fund Advisers, LLC
N/A—12-12-100%$14.4K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—10-10-100%$12.0K———
Tacita Capital Inc
N/A—9-9-100%$10.8K———
Investment Counsel Co of Nevada
N/A—8-8-100%$9.6K———
Bard Associates Inc
N/A—8-8-100%$9.6K———
Investors Portfolio Services LLC
N/A—6-6-100%$6.9K———
Luminist Capital LLC
N/A—5-5-100%$6.0K———
Vanguard Advisers Inc
N/A—3-3-100%$3.6K———
Cordant, Inc.
N/A—1-1-100%$1.3K———
Sumitomo Mitsui Financial Group, Inc.
N/A—1-1-100%$1.2K———
Peak6 LLC
N/A—1-1-100%$705———
Showing 4782 of 4782 institutions