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Lockheed Martin Corp (LMT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sanders Capital, LLC
INCREASED
Shares3,030,638 from 2,093,533
Change+937,105 (+45%)
Value$1.5B (+$476.8M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares1,321,109 from 1,266,551
Change+54,558 (+4%)
Value$672.8M (+$27.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares1,271,713 from 1,256,432
Change+15,281 (+1%)
Value$647.6M (+$7.5M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares559,850 from 527,532
Change+32,318 (+6%)
Value$285.1M (+$16.3M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares495,332 from 501,453
Change-6,121 (-1%)
Value$252.2M (-$3.2M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares349,040 from 307,165
Change+41,875 (+14%)
Value$177.7M (+$21.3M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares315,977 from 311,776
Change+4,201 (+1%)
Value$160.9M (+$2.1M)
Filed 2026-10-30
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares264,515 from 230,706
Change+33,809 (+15%)
Value$134.7M (+$17.2M)
Filed 2026-11-03
Canoe Financial LP
INCREASED
Shares261,418 from 261,015
Change+403 (+0%)
Value$132.1M (-$829.9K)
Filed 2026-10-21
Confluence Investment Management LLC
DECREASED
Shares246,632 from 258,577
Change-11,945 (-5%)
Value$125.6M (-$6.1M)
Filed 2026-10-01
Principal Financial Group Inc
DECREASED
Shares239,126 from 250,448
Change-11,322 (-5%)
Value$121.8M (-$5.8M)
Filed 2026-11-02
MacKenzie Financial Corp
INCREASED
Shares230,128 from 155,028
Change+75,100 (+48%)
Value$117.2M (+$38.2M)
Filed 2026-11-02
Yacktman Asset Management LP
INCREASED
Shares217,071 from 216,359
Change+712 (+0%)
Value$110.5M (+$317.2K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares207,953 from 297,372
Change-89,419 (-30%)
Value$92.6M (-$48.9M)
Filed 2026-10-13
UniSuper Management Pty Ltd
DECREASED
Shares198,934 from 200,214
Change-1,280 (-1%)
Value$101.3M (-$693.9K)
Filed 2026-10-26
DekaBank Deutsche Girozentrale
NEW
Shares189,841
Change+189,841
Value$97.3K
Filed 2026-10-27
Creative Planning
INCREASED
Shares187,388 from 187,302
Change+86 (+0%)
Value$95.4M (+$4.9K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares169,885 from 175,808
Change-5,923 (-3%)
Value$86.5M (-$3.1M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares164,065 from 169,916
Change-5,851 (-3%)
Value$83.6K (-$86.5M)
Filed 2026-10-22
Wedge Capital Management L L P
DECREASED
Shares133,569 from 148,418
Change-14,849 (-10%)
Value$68.0M (-$7.6M)
Filed 2026-10-13
Welch Group, LLC
INCREASED
Shares132,853 from 130,241
Change+2,612 (+2%)
Value$67.7M (+$1.3M)
Filed 2026-10-29
Capital Investment Advisors, LLC
INCREASED
Shares130,206 from 116,837
Change+13,369 (+11%)
Value$66.3M (+$6.8M)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares128,949 from 132,219
Change-3,270 (-2%)
Value$65.7M (-$1.7M)
Filed 2026-11-05
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares128,237 from 127,720
Change+517 (+0%)
Value$65.3M (+$236.5K)
Filed 2026-11-05
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares125,525 from 112,956
Change+12,569 (+11%)
Value$63.9M (+$6.4M)
Filed 2026-10-29
Focused Investors LLC
DECREASED
Shares124,200 from 147,900
Change-23,700 (-16%)
Value$63.2M (-$12.1M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares123,171 from 123,726
Change-555 (0%)
Value$62.7M (-$309.3K)
Filed 2026-11-05
Pacific Heights Asset Management LLC
UNCHANGED
Shares115,000 from 115,000
Change0 (0%)
Value$58.6M (-$24.2K)
Filed 2026-11-03
Virginia Retirement Systems ET Al
INCREASED
Shares114,802 from 109,322
Change+5,480 (+5%)
Value$58.5M (+$2.8M)
Filed 2026-10-28
Asset Management One Co., Ltd.
INCREASED
Shares99,536 from 87,080
Change+12,456 (+14%)
Value$50.7M (+$6.3M)
Filed 2026-10-27
Fort Washington Investment Advisors Inc
INCREASED
Shares95,054 from 94,967
Change+87 (+0%)
Value$48.4M (+$24.4K)
Filed 2026-10-15
Vaughan David Investments LLC
INCREASED
Shares94,033 from 92,543
Change+1,490 (+2%)
Value$47.9K (-$47.1M)
Filed 2026-11-05
Smith Chas P & Associates PA Cpas
INCREASED
Shares88,708 from 88,040
Change+668 (+1%)
Value$49.0M (+$4.1M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares86,082 from 83,953
Change+2,129 (+3%)
Value$43.8K (-$42.7M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares85,551 from 67,166
Change+18,385 (+27%)
Value$43.6M (+$9.3M)
Filed 2026-11-02
Bahl & Gaynor LLC
DECREASED
Shares81,999 from 117,400
Change-35,401 (-30%)
Value$41.8M (-$18.1M)
Filed 2026-11-05
Willis Investment Counsel
DECREASED
Shares80,941 from 96,275
Change-15,334 (-16%)
Value$41.2M (-$7.8M)
Filed 2026-10-20
Blue Grotto Capital, LLC
NEW
Shares80,000
Change+80,000
Value$40.7M
Filed 2026-11-04
Exchange Traded Concepts, LLC
INCREASED
Shares78,091 from 39,621
Change+38,470 (+97%)
Value$39.8M (+$19.6M)
Filed 2026-10-28
Robeco Institutional Asset Management B.V.
DECREASED
Shares74,217 from 74,671
Change-454 (-1%)
Value$37.8M (-$246.9K)
Filed 2026-10-20
Conning Inc.
INCREASED
Shares71,593 from 71,380
Change+213 (+0%)
Value$36.5M (+$93.5K)
Filed 2026-10-27
CIBC Asset Management Inc
INCREASED
Shares71,565 from 71,320
Change+245 (+0%)
Value$36.4M (+$109.8K)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares69,022 from 61,165
Change+7,857 (+13%)
Value$35.1M (+$4.0M)
Filed 2026-11-03
Atwood & Palmer Inc
DECREASED
Shares67,821 from 67,995
Change-174 (0%)
Value$34.5M (-$102.9K)
Filed 2026-10-08
State of New Jersey Common Pension Fund D
UNCHANGED
Shares66,714 from 66,714
Change0 (0%)
Value$34.0M (-$14.0K)
Filed 2026-11-05
Markel Group Inc.
UNCHANGED
Shares65,213 from 65,213
Change0 (0%)
Value$33.2M (-$13.7K)
Filed 2026-10-30
Schwartz Investment Counsel Inc
DECREASED
Shares62,500 from 65,000
Change-2,500 (-4%)
Value$31.8M (-$1.3M)
Filed 2026-10-26
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares61,523 from 61,523
Change0 (0%)
Value$31.3M (-$12.9K)
Filed 2026-10-30
Glenview Trust Co
INCREASED
Shares59,882 from 59,220
Change+662 (+1%)
Value$30.5M (+$324.7K)
Filed 2026-10-28
Czech National Bank
INCREASED
Shares58,354 from 57,752
Change+602 (+1%)
Value$29.7M (+$294.4K)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares57,700 from 57,554
Change+146 (+0%)
Value$29.4M (+$62.3K)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares56,318 from 57,218
Change-900 (-2%)
Value$28.7M (-$470.3K)
Filed 2026-10-27
Penn Davis Mcfarland Inc
DECREASED
Shares55,084 from 55,590
Change-506 (-1%)
Value$28.1M (-$269.4K)
Filed 2026-10-23
Nisa Investment Advisors, LLC
INCREASED
Shares54,281 from 53,678
Change+603 (+1%)
Value$27.6M (+$295.8K)
Filed 2026-10-20
Xponance LLC
INCREASED
Shares54,143 from 51,837
Change+2,306 (+4%)
Value$27.6M (+$1.2M)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares49,782 from 49,622
Change+160 (+0%)
Value$25.4M (+$70.8K)
Filed 2026-11-04
Everett Harris & Co
DECREASED
Shares48,632 from 49,018
Change-386 (-1%)
Value$24.8M (-$206.9K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares47,281 from 44,362
Change+2,919 (+7%)
Value$24.1M (+$1.5M)
Filed 2026-10-30
Arbejdsmarkedets Tillaegspension
DECREASED
Shares47,080 from 53,600
Change-6,520 (-12%)
Value$24.0M (-$3.3M)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares46,903 from 41,922
Change+4,981 (+12%)
Value$23.7M (+$1.8M)
Filed 2026-11-04
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares46,167 from 25,419
Change+20,748 (+82%)
Value$23.5K (-$12.9M)
Filed 2026-11-04
Citizens Financial Group Inc
DECREASED
Shares45,690 from 46,115
Change-425 (-1%)
Value$23.3M (-$226.1K)
Filed 2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares44,871 from 44,814
Change+57 (+0%)
Value$22.9M (+$19.6K)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares44,355 from 42,923
Change+1,432 (+3%)
Value$22.6M (+$719.8K)
Filed 2026-10-22
Villere ST Denis J & Co LLC
DECREASED
Shares44,100 from 49,956
Change-5,856 (-12%)
Value$22.5M (-$3.0M)
Filed 2026-11-04
Old Republic International Corp
DECREASED
Shares43,990 from 46,800
Change-2,810 (-6%)
Value$22.4K (-$1.4K)
Filed 2026-10-26
Stack Financial Management, Inc
DECREASED
Shares43,892 from 44,145
Change-253 (-1%)
Value$22.4M (-$138.1K)
Filed 2026-11-02
Retirement Systems of Alabama
DECREASED
Shares42,591 from 42,625
Change-34 (0%)
Value$21.7M (-$26.3K)
Filed 2026-11-04
Amalgamated Bank
DECREASED
Shares40,522 from 41,439
Change-917 (-2%)
Value$20.6K (-$21.1M)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
INCREASED
Shares40,349 from 25,823
Change+14,526 (+56%)
Value$20.5M (+$7.4M)
Filed 2026-10-27
Imc-Chicago, LLC
INCREASED
Shares40,028 from 23,503
Change+16,525 (+70%)
Value$20.4M (+$8.4M)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares39,874 from 37,789
Change+2,085 (+6%)
Value$20.3M (+$1.1M)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares38,871 from 44,358
Change-5,487 (-12%)
Value$19.8K (-$22.6M)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares37,840 from 37,105
Change+735 (+2%)
Value$19.3M (+$366.5K)
Filed 2026-10-29
Neos Investment Management LLC
INCREASED
Shares37,712 from 32,874
Change+4,838 (+15%)
Value$19.2M (+$2.5M)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares36,801 from 33,446
Change+3,355 (+10%)
Value$18.8M (+$2.1M)
Filed 2026-10-30
Canal Insurance Co
UNCHANGED
Shares36,600 from 36,600
Change0 (0%)
Value$18.6K (-$18.6M)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares36,539 from 38,752
Change-2,213 (-6%)
Value$18.6M (-$1.1M)
Filed 2026-11-04
First Horizon Corp
INCREASED
Shares36,528 from 36,324
Change+204 (+1%)
Value$18.6M (+$96.3K)
Filed 2026-10-26
Keybank National Association
INCREASED
Shares35,429 from 31,763
Change+3,666 (+12%)
Value$18.0M (+$1.9M)
Filed 2026-11-04
Anchor Capital Advisors LLC
INCREASED
Shares35,367 from 29,209
Change+6,158 (+21%)
Value$18.0M (+$3.1M)
Filed 2026-11-05
Foster Victor Wealth Advisors, LLC
INCREASED
Shares35,024 from 33,289
Change+1,735 (+5%)
Value$19.2M (+$2.1M)
Filed 2026-10-21
Calamos Advisors LLC
INCREASED
Shares34,994 from 34,288
Change+706 (+2%)
Value$17.8M (+$352.3K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares34,829 from 29,733
Change+5,096 (+17%)
Value$17.7M (+$2.6M)
Filed 2026-10-16
American National Bank & Trust
DECREASED
Shares34,821 from 37,339
Change-2,518 (-7%)
Value$17.7M (-$1.3M)
Filed 2026-10-07
Moran Wealth Management, LLC
INCREASED
Shares34,812 from 33,732
Change+1,080 (+3%)
Value$17.7M (+$542.9K)
Filed 2026-10-22
Verity & Verity, LLC
DECREASED
Shares34,166 from 34,176
Change-10 (0%)
Value$17.4M (-$12.3K)
Filed 2026-10-23
ProShare Advisors LLC
INCREASED
Shares34,012 from 32,656
Change+1,356 (+4%)
Value$17.3M (+$683.7K)
Filed 2026-10-29
Strs Ohio
DECREASED
Shares33,531 from 37,294
Change-3,763 (-10%)
Value$17.1M (-$1.9M)
Filed 2026-10-30
Ferguson Wellman Capital Management, Inc
DECREASED
Shares33,036 from 33,559
Change-523 (-2%)
Value$16.8M (-$273.4K)
Filed 2026-10-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares31,968 from 35,146
Change-3,178 (-9%)
Value$16.3M (-$1.6M)
Filed 2026-10-19
Modera Wealth Management, LLC
INCREASED
Shares31,963 from 31,409
Change+554 (+2%)
Value$16.3M (+$276.0K)
Filed 2026-10-28
Tamar Securities, LLC
DECREASED
Shares31,635 from 32,579
Change-944 (-3%)
Value$16.1M (-$487.6K)
Filed 2026-11-03
Westchester Capital Management, Inc.
DECREASED
Shares31,537 from 31,554
Change-17 (0%)
Value$16.1M (-$15.3K)
Filed 2026-10-23
Vantage Investment Partners, LLC
UNCHANGED
Shares31,410 from 31,410
Change0 (0%)
Value$16.0M (-$6.6K)
Filed 2026-10-27
United Asset Strategies, Inc.
INCREASED
Shares30,913 from 30,396
Change+517 (+2%)
Value$15.7M (+$257.3K)
Filed 2026-10-28
Oak Harvest Investment Services
INCREASED
Shares30,477 from 2,567
Change+27,910 (+1087%)
Value$15.5M (+$14.2M)
Filed 2026-10-20
Americana Partners, LLC
INCREASED
Shares30,204 from 29,976
Change+228 (+1%)
Value$15.4M (+$109.6K)
Filed 2026-10-28
Pinnacle Associates LTD
INCREASED
Shares28,959 from 28,503
Change+456 (+2%)
Value$14.7M (+$225.9K)
Filed 2026-10-20
Albion Financial Group
INCREASED
Shares28,830 from 28,377
Change+453 (+2%)
Value$14.7M (+$224.4K)
Filed 2026-10-21
Washington Trust Co
INCREASED
Shares28,738 from 27,612
Change+1,126 (+4%)
Value$14.6M (+$567.6K)
Filed 2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares28,728 from 28,554
Change+174 (+1%)
Value$14.6M (+$82.6K)
Filed 2026-10-20
Strategy Asset Managers LLC
DECREASED
Shares28,679 from 28,747
Change-68 (0%)
Value$14.6M (-$40.4K)
Filed 2026-10-14
New York Life Investment Management LLC
DECREASED
Shares28,249 from 28,269
Change-20 (0%)
Value$14.4M (-$16.1K)
Filed 2026-11-04
Cypress Capital Group
INCREASED
Shares27,865 from 27,461
Change+404 (+1%)
Value$14.2M (+$200.0K)
Filed 2026-11-03
Florida Trust Wealth Management Co
INCREASED
Shares27,847 from 27,074
Change+773 (+3%)
Value$14.2M (+$388.0K)
Filed 2026-11-05
Sterling Capital Management LLC
INCREASED
Shares27,344 from 22,419
Change+4,925 (+22%)
Value$13.9M (+$2.5M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares27,123 from 26,762
Change+361 (+1%)
Value$13.8M (+$178.4K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares26,709 from 28,896
Change-2,187 (-8%)
Value$13.6M (-$1.1M)
Filed 2026-10-26
Bensler, LLC
INCREASED
Shares26,589 from 24,797
Change+1,792 (+7%)
Value$13.5M (+$907.5K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares26,304 from 25,660
Change+644 (+3%)
Value$13.4M (+$322.6K)
Filed 2026-10-28
Goelzer Investment Management, Inc.
DECREASED
Shares26,258 from 26,274
Change-16 (0%)
Value$13.4M (-$13.8K)
Filed 2026-10-16
Allied Investment Advisors, LLC
INCREASED
Shares25,724 from 24,963
Change+761 (+3%)
Value$13.1M (+$382.3K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED
Shares25,650 from 27,205
Change-1,555 (-6%)
Value$13.0M (-$1.1M)
Filed 2026-10-13
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares25,539 from 25,999
Change-460 (-2%)
Value$13.0K (-$13.2M)
Filed 2026-10-27
Heritage Investors Management Corp
DECREASED
Shares25,320 from 28,396
Change-3,076 (-11%)
Value$12.9K (-$14.5M)
Filed 2026-10-29
Archon Partners LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$12.7M (-$5.3K)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
DECREASED
Shares24,969 from 25,009
Change-40 (0%)
Value$12.7M (-$25.6K)
Filed 2026-10-30
Isthmus Partners, LLC
INCREASED
Shares24,384 from 24,246
Change+138 (+1%)
Value$12.4M (+$65.2K)
Filed 2026-10-21
Narwhal Capital Management
DECREASED
Shares24,322 from 25,135
Change-813 (-3%)
Value$12.4M (-$419.3K)
Filed 2026-11-04
State of Alaska, Department of Revenue
DECREASED
Shares24,204 from 24,842
Change-638 (-3%)
Value$12.3K (-$12.6M)
Filed 2026-10-15
Stockman Wealth Management, Inc.
INCREASED
Shares23,951 from 23,211
Change+740 (+3%)
Value$12.2M (+$371.5K)
Filed 2026-10-27
Carnegie Investment Counsel
DECREASED
Shares23,897 from 24,359
Change-462 (-2%)
Value$12.2M (-$240.4K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares23,810 from 18,408
Change+5,402 (+29%)
Value$12.1M (+$2.8M)
Filed 2026-10-08
Visionary Wealth Advisors
INCREASED
Shares23,598 from 20,332
Change+3,266 (+16%)
Value$12.0M (+$1.7M)
Filed 2026-11-04
Great Lakes Retirement, Inc.
INCREASED
Shares23,499 from 23,133
Change+366 (+2%)
Value$12.0M (+$181.8K)
Filed 2026-10-26
Davenport & Co LLC
INCREASED
Shares23,324 from 22,740
Change+584 (+3%)
Value$11.9M (+$297.9K)
Filed 2026-10-14
Community Bank & Trust, Waco, Texas
INCREASED
Shares22,515 from 20,145
Change+2,370 (+12%)
Value$11.5K (-$10.3M)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares21,586 from 21,248
Change+338 (+2%)
Value$11.0M (+$167.7K)
Filed 2026-10-05
Soltis Investment Advisors LLC
INCREASED
Shares21,464 from 20,390
Change+1,074 (+5%)
Value$10.9M (+$542.7K)
Filed 2026-10-28
GW Henssler & Associates LTD
DECREASED
Shares21,240 from 21,299
Change-59 (0%)
Value$10.8M (-$34.8K)
Filed 2026-10-26
Teamwork Financial Advisors, LLC
INCREASED
Shares20,919 from 575
Change+20,344 (+3538%)
Value$10.7M (+$10.4M)
Filed 2026-10-19
Mutual of America Capital Management LLC
DECREASED
Shares20,817 from 20,942
Change-125 (-1%)
Value$10.6M (-$68.1K)
Filed 2026-10-23
Traynor Capital Management, Inc.
INCREASED
Shares20,537 from 19,687
Change+850 (+4%)
Value$10.5M (+$428.8K)
Filed 2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares20,217 from 19,712
Change+505 (+3%)
Value$10.3M (+$252.9K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares20,082 from 20,934
Change-852 (-4%)
Value$10.2M (-$438.4K)
Filed 2026-10-22
IFM Investors Pty Ltd
INCREASED
Shares19,946 from 19,586
Change+360 (+2%)
Value$10.2M (+$179.2K)
Filed 2026-10-14
Jamison Private Wealth Management, Inc.
INCREASED
Shares19,704 from 19,316
Change+388 (+2%)
Value$10.0M (+$193.4K)
Filed 2026-10-14
Bokf, NA
DECREASED
Shares19,548 from 19,760
Change-212 (-1%)
Value$10.0M (-$112.1K)
Filed 2026-10-27
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares19,165 from 18,490
Change+675 (+4%)
Value$9.8M (+$339.9K)
Filed 2026-10-13
Private Capital Advisors, Inc.
DECREASED
Shares19,137 from 19,491
Change-354 (-2%)
Value$9.7M (-$184.4K)
Filed 2026-10-06
Venture Visionary Partners LLC
INCREASED
Shares19,086 from 17,551
Change+1,535 (+9%)
Value$9.7M (+$777.7K)
Filed 2026-10-07
Corundum Group, Inc.
INCREASED
Shares19,057 from 19,045
Change+12 (+0%)
Value$9.7M (+$2.1K)
Filed 2026-10-28
Argent Capital Management LLC
DECREASED
Shares18,996 from 19,377
Change-381 (-2%)
Value$9.7M (-$198.1K)
Filed 2026-10-05
Intact Investment Management Inc.
INCREASED
Shares18,900 from 18,000
Change+900 (+5%)
Value$9.6M (+$454.5K)
Filed 2026-11-03
Jeppson Wealth Management, LLC
DECREASED
Shares18,866 from 19,224
Change-358 (-2%)
Value$9.6M (-$186.4K)
Filed 2026-10-20
CWA Asset Management Group, LLC
DECREASED
Shares18,832 from 19,198
Change-366 (-2%)
Value$9.6M (-$190.1K)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares18,618 from 18,744
Change-126 (-1%)
Value$9.5K (-$9.5M)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares18,578 from 16,297
Change+2,281 (+14%)
Value$9.5M (+$1.2M)
Filed 2026-10-23
Linscomb Wealth, Inc.
DECREASED
Shares18,576 from 18,772
Change-196 (-1%)
Value$9.5M (-$103.7K)
Filed 2026-11-05
CX Institutional
INCREASED
Shares18,415 from 2,935
Change+15,480 (+527%)
Value$9.4K (+$7.9K)
Filed 2026-10-02
Regions Financial Corp
DECREASED
Shares18,330 from 18,836
Change-506 (-3%)
Value$9.3M (-$261.6K)
Filed 2026-11-05
Founders Capital Management
INCREASED
Shares18,292 from 15,133
Change+3,159 (+21%)
Value$9.3M (+$1.6M)
Filed 2026-10-13
Avantax Planning Partners, Inc.
INCREASED
Shares18,172 from 16,786
Change+1,386 (+8%)
Value$9.3M (+$702.3K)
Filed 2026-11-03
Tufton Capital Management
DECREASED
Shares18,128 from 18,197
Change-69 (0%)
Value$9.2K (-$9.3M)
Filed 2026-10-20
Viking Fund Management LLC
INCREASED
Shares18,000 from 13,000
Change+5,000 (+38%)
Value$9.2M (+$2.5M)
Filed 2026-10-14
Consolidated Capital Management, LLC
INCREASED
Shares17,951 from 17,344
Change+607 (+4%)
Value$9.1M (+$305.5K)
Filed 2026-10-13
Y.D. More Investments Ltd
INCREASED
Shares17,883 from 14,675
Change+3,208 (+22%)
Value$9.1M (+$1.6M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares17,875 from 15,743
Change+2,132 (+14%)
Value$9.0M (+$828.5K)
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
INCREASED
Shares17,783 from 17,178
Change+605 (+4%)
Value$9.1M (+$304.7K)
Filed 2026-10-29
Perigon Wealth Management, LLC
DECREASED
Shares17,765 from 19,089
Change-1,324 (-7%)
Value$9.0M (-$678.5K)
Filed 2026-10-22
Cullinan Associates Inc
INCREASED
Shares17,202 from 16,616
Change+586 (+4%)
Value$8.8M (+$294.7K)
Filed 2026-11-03
Swiss Life Asset Management Ltd
DECREASED
Shares17,179 from 18,290
Change-1,111 (-6%)
Value$8.7M (-$569.6K)
Filed 2026-11-03
Rayburn West Financial Services LLC
INCREASED
Shares17,132 from 16,984
Change+148 (+1%)
Value$8.7M (+$71.8K)
Filed 2026-11-03
Thompson Siegel & Walmsley LLC
INCREASED
Shares16,842 from 16,684
Change+158 (+1%)
Value$8.6K (-$8.5M)
Filed 2026-11-05
Aviance Capital Partners, LLC
INCREASED
Shares16,723 from 16,577
Change+146 (+1%)
Value$8.5M (+$70.9K)
Filed 2026-10-29
Vise Technologies, Inc.
DECREASED
Shares16,475 from 18,793
Change-2,318 (-12%)
Value$8.4M (-$1.2M)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares16,355 from 10,569
Change+5,786 (+55%)
Value$10.4M (+$5.0M)
Filed 2026-11-04
S.E.E.D. Planning Group LLC
DECREASED
Shares16,233 from 17,394
Change-1,161 (-7%)
Value$8.3M (-$594.5K)
Filed 2026-10-07
FFG Partners, LLC
NEW
Shares16,210
Change+16,210
Value$8.3M
Filed 2026-10-15
Stablepoint Partners, LLC
INCREASED
Shares15,997 from 13,993
Change+2,004 (+14%)
Value$8.1M (+$1.0M)
Filed 2026-11-03
Burney Co/
DECREASED
Shares15,917 from 16,066
Change-149 (-1%)
Value$8.1M (-$79.7K)
Filed 2026-10-15
United Capital Management of KS, Inc.
INCREASED
Shares15,916 from 15,839
Change+77 (+0%)
Value$8.1M (+$36.0K)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED
Shares15,877 from 15,782
Change+95 (+1%)
Value$8.1M (+$44.8K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares15,809 from 11,043
Change+4,766 (+43%)
Value$8.1M (+$2.4M)
Filed 2026-10-21
Diversify Wealth Management, LLC
INCREASED
Shares15,565 from 15,306
Change+259 (+2%)
Value$8.3M (-$586.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares15,565 from 15,306
Change+259 (+2%)
Value$8.3M (-$586.5K)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED
Shares15,516 from 15,347
Change+169 (+1%)
Value$7.9M (+$82.8K)
Filed 2026-10-15
Werlinich Asset Management, LLC
UNCHANGED
Shares15,240 from 15,240
Change0 (0%)
Value$7.8M (-$3.2K)
Filed 2026-10-09
Lynch & Associates
DECREASED
Shares15,208 from 15,282
Change-74 (0%)
Value$7.7M (-$40.8K)
Filed 2026-10-13
Greystone Financial Group, LLC
INCREASED
Shares14,728 from 14,719
Change+9 (+0%)
Value$7.5M (+$1.5K)
Filed 2026-10-26
Commonwealth Retirement Investments LLC
DECREASED
Shares14,712 from 14,755
Change-43 (0%)
Value$7.5M (-$25.0K)
Filed 2026-10-26
Columbus Macro, LLC
INCREASED
Shares14,604 from 14,473
Change+131 (+1%)
Value$7.4M (+$63.5K)
Filed 2026-10-14
Naples Global Advisors, LLC
DECREASED
Shares14,496 from 14,502
Change-6 (0%)
Value$7.4M (-$6.0K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares14,392 from 14,438
Change-46 (0%)
Value$7.3M (-$26.2K)
Filed 2026-10-28
Trust Co of Vermont
DECREASED
Shares14,364 from 14,375
Change-11 (0%)
Value$7.3M (-$8.6K)
Filed 2026-10-21
Asset Planning Services Inc
DECREASED
Shares14,350 from 14,352
Change-2 (0%)
Value$7.3K (-$7.3M)
Filed 2026-10-15
Victrix Investment Advisors
INCREASED
Shares14,297 from 13,880
Change+417 (+3%)
Value$7.3M (+$209.4K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares14,183 from 13,405
Change+778 (+6%)
Value$7.2K (-$6.8M)
Filed 2026-10-26
Sterling Investment Advisors, Ltd.
INCREASED
Shares14,076 from 13,908
Change+168 (+1%)
Value$7.2M (+$82.4K)
Filed 2026-10-27
Founders Capital Management, LLC
DECREASED
Shares14,038 from 14,154
Change-116 (-1%)
Value$7.1M (-$62.0K)
Filed 2026-10-23
Weatherly Asset Management L. P.
DECREASED
Shares13,974 from 14,054
Change-80 (-1%)
Value$7.1M (-$43.7K)
Filed 2026-10-20
Perryman Financial Advisory Inc
INCREASED
Shares13,922 from 13,887
Change+35 (+0%)
Value$7.1M (+$14.5K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares13,838 from 13,078
Change+760 (+6%)
Value$7.0M (+$384.8K)
Filed 2026-10-08
Convergence Investment Partners, LLC
INCREASED
Shares13,694 from 4,215
Change+9,479 (+225%)
Value$7.0M (+$4.8M)
Filed 2026-10-28
Stokes Capital Advisors, LLC
INCREASED
Shares13,398 from 13,333
Change+65 (+0%)
Value$6.8M (+$30.3K)
Filed 2026-10-09
Pictet Asset Management Holding SA
DECREASED
Shares13,288 from 24,620
Change-11,332 (-46%)
Value$6.8M (-$5.8M)
Filed 2026-11-03
Telos Capital Management, Inc.
INCREASED
Shares13,141 from 13,131
Change+10 (+0%)
Value$6.7M (+$2.3K)
Filed 2026-11-02
Smithbridge Asset Management Inc
DECREASED
Shares12,934 from 12,971
Change-37 (0%)
Value$6.6M (-$21.6K)
Filed 2026-10-19
Old National Bancorp
DECREASED
Shares12,758 from 14,688
Change-1,930 (-13%)
Value$6.5M (-$985.9K)
Filed 2026-10-20
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares12,658 from 12,514
Change+144 (+1%)
Value$6.4M (+$71.0K)
Filed 2026-10-29
Capital Investment Counsel, Inc
DECREASED
Shares12,654 from 12,754
Change-100 (-1%)
Value$6.4M (-$53.6K)
Filed 2026-10-20
Gateway Investment Advisers LLC
INCREASED
Shares12,592 from 9,381
Change+3,211 (+34%)
Value$6.4M (+$1.6M)
Filed 2026-10-13
Yousif Capital Management, LLC
DECREASED
Shares12,438 from 12,680
Change-242 (-2%)
Value$6.3M (-$125.9K)
Filed 2026-10-22
Benedict Financial Advisors Inc
DECREASED
Shares12,404 from 12,405
Change-1 (0%)
Value$6.3M (-$3.0K)
Filed 2026-10-07
Hudson Edge Investment Partners Inc.
DECREASED
Shares12,349 from 14,353
Change-2,004 (-14%)
Value$6.3M (-$1.0M)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares12,327 from 11,025
Change+1,302 (+12%)
Value$6.3M (+$660.7K)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares12,307 from 12,471
Change-164 (-1%)
Value$6.3M (-$86.1K)
Filed 2026-11-05
Trust Co of Toledo NA
INCREASED
Shares12,246 from 11,989
Change+257 (+2%)
Value$6.2M (+$128.4K)
Filed 2026-10-16
Gradient Investments LLC
DECREASED
Shares12,123 from 12,164
Change-41 (0%)
Value$6.2M (-$23.2K)
Filed 2026-10-08
Builder Investment Group Inc
UNCHANGED
Shares12,117 from 12,117
Change0 (0%)
Value$6.2M (-$2.5K)
Filed 2026-10-22
ASO Group Ltd
INCREASED
Shares12,073 from 6,626
Change+5,447 (+82%)
Value$6.1K (-$3.4M)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares12,060 from 11,935
Change+125 (+1%)
Value$6.1M (+$61.0K)
Filed 2026-10-23
Altrius Capital Management Inc
INCREASED
Shares11,997 from 11,240
Change+757 (+7%)
Value$6.1M (+$383.2K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares11,913 from 5,026
Change+6,887 (+137%)
Value$6.1M (+$3.5M)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
INCREASED
Shares11,777 from 11,719
Change+58 (+0%)
Value$6.0M (+$27.1K)
Filed 2026-10-07
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares11,698 from 11,698
Change0 (0%)
Value$6.0M (-$2.5K)
Filed 2026-11-05
Rossmore Private Capital
DECREASED
Shares11,662 from 11,682
Change-20 (0%)
Value$5.9M (-$12.6K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED
Shares11,507 from 10,437
Change+1,070 (+10%)
Value$5.9M (+$542.7K)
Filed 2026-10-20
Trifecta Capital Advisors, LLC
INCREASED
Shares11,407 from 11,274
Change+133 (+1%)
Value$5.8M (+$65.4K)
Filed 2026-10-21
Bath Savings Trust Co
INCREASED
Shares11,398 from 11,241
Change+157 (+1%)
Value$5.8M (+$77.6K)
Filed 2026-10-07
Chronos Wealth Management, LLC
DECREASED
Shares11,388 from 11,399
Change-11 (0%)
Value$5.8M (-$8.0K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares11,268 from 10,713
Change+555 (+5%)
Value$5.7M (+$280.6K)
Filed 2026-10-13
Lmcg Investments, LLC
INCREASED
Shares11,132 from 8,062
Change+3,070 (+38%)
Value$5.7M (+$1.6M)
Filed 2026-10-21
Meyer Handelman Co
INCREASED
Shares10,957 from 9,814
Change+1,143 (+12%)
Value$5.6M (+$580.0K)
Filed 2026-10-28
Gold Investment Management Ltd.
INCREASED
Shares10,939 from 9,917
Change+1,022 (+10%)
Value$5.6M (+$518.4K)
Filed 2026-10-19
Cullen T Bankers, Inc.
INCREASED
Shares10,934 from 9,208
Change+1,726 (+19%)
Value$5.6M (+$877.0K)
Filed 2026-10-28
Butensky & Cohen Financial Security, Inc
INCREASED
Shares10,877 from 10,740
Change+137 (+1%)
Value$5.5M (+$67.5K)
Filed 2026-10-13
Hartford Investment Management Co
DECREASED
Shares10,860 from 11,207
Change-347 (-3%)
Value$5.5M (-$179.1K)
Filed 2026-11-04
Horrell Capital Management, Inc.
DECREASED
Shares10,791 from 11,276
Change-485 (-4%)
Value$5.5M (-$249.4K)
Filed 2026-10-08
Courier Capital LLC
DECREASED
Shares10,536 from 13,503
Change-2,967 (-22%)
Value$5.4M (-$1.5M)
Filed 2026-10-19
Keating Investment Counselors Inc
DECREASED
Shares10,435 from 10,445
Change-10 (0%)
Value$5.3M (-$7.3K)
Filed 2026-10-14
Prosperitas Financial LLC
INCREASED
Shares10,371 from 9,546
Change+825 (+9%)
Value$5.3M (+$417.7K)
Filed 2026-10-28
Hohimer Wealth Management, LLC
INCREASED
Shares10,279 from 8,017
Change+2,262 (+28%)
Value$5.2M (+$1.2M)
Filed 2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares10,208 from 10,038
Change+170 (+2%)
Value$5.2M (+$84.6K)
Filed 2026-10-23
Journey Advisory Group, LLC
INCREASED
Shares10,201 from 9,833
Change+368 (+4%)
Value$5.2M (+$185.3K)
Filed 2026-11-04
Glass Wealth Management Co LLC
INCREASED
Shares10,189 from 9,985
Change+204 (+2%)
Value$5.2M (+$101.8K)
Filed 2026-10-28
TrinityBridge Ltd
DECREASED
Shares10,154 from 10,324
Change-170 (-2%)
Value$5.2K (-$5.2M)
Filed 2026-10-30
Eagle Capital Management, LLC
DECREASED
Shares10,059 from 10,306
Change-247 (-2%)
Value$5.1K (-$127)
Filed 2026-10-19
Concord Wealth Partners
INCREASED
Shares10,036 from 9,999
Change+37 (+0%)
Value$5.1M (+$16.9K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares10,028 from 10,332
Change-304 (-3%)
Value$5.1M (-$157.0K)
Filed 2026-10-16
Louisiana State Employees Retirement System
DECREASED
Shares10,000 from 10,400
Change-400 (-4%)
Value$5.1M (-$205.9K)
Filed 2026-10-20
New Mexico Educational Retirement Board
UNCHANGED
Shares9,997 from 9,997
Change0 (0%)
Value$5.1K (-$5.1M)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares9,823 from 9,435
Change+388 (+4%)
Value$5.0M (+$195.7K)
Filed 2026-10-28
Strong Tower Advisory Services
NEW
Shares9,747
Change+9,747
Value$5.0M
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares9,634 from 9,593
Change+41 (+0%)
Value$4.9M (+$19.0K)
Filed 2026-11-04
Midwest Professional Planners, Ltd.
DECREASED
Shares9,592 from 9,773
Change-181 (-2%)
Value$4.9M (-$93.7K)
Filed 2026-10-29
McGuire Investment Group, LLC
INCREASED
Shares9,591 from 9,291
Change+300 (+3%)
Value$4.9M (+$150.8K)
Filed 2026-10-23
Petredis Investment Advisors LLC
INCREASED
Shares9,566 from 9,557
Change+9 (+0%)
Value$4.9M (+$2.6K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares9,527 from 9,458
Change+69 (+1%)
Value$4.9M (+$33.0K)
Filed 2026-10-26
Globalt Investments LLC / GA
DECREASED
Shares9,448 from 9,734
Change-286 (-3%)
Value$4.8M (-$147.7K)
Filed 2026-10-27
Linden Thomas Advisory Services, LLC
INCREASED
Shares9,391 from 8,642
Change+749 (+9%)
Value$4.8M (+$379.6K)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares9,383 from 8,914
Change+469 (+5%)
Value$4.8M (+$237.0K)
Filed 2026-10-15
Concord Asset Management, LLC
INCREASED
Shares9,342 from 9,129
Change+213 (+2%)
Value$4.8M (+$106.6K)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares9,338 from 6,810
Change+2,528 (+37%)
Value$4.8M (+$1.3M)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares9,302 from 9,074
Change+228 (+3%)
Value$4.7M (+$114.0K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares9,291 from 802
Change+8,489 (+1058%)
Value$4.7M (+$4.2M)
Filed 2026-10-13
Shepherd Financial Partners LLC
INCREASED
Shares9,230 from 9,146
Change+84 (+1%)
Value$4.7M (+$41.1K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares9,210 from 8,961
Change+249 (+3%)
Value$4.7K (-$4.6M)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares9,190 from 7,348
Change+1,842 (+25%)
Value$4.7M (+$936.5K)
Filed 2026-10-15
Fifth Third Wealth Advisors LLC
INCREASED
Shares9,147 from 8,800
Change+347 (+4%)
Value$4.7M (+$174.9K)
Filed 2026-10-22
Brighton Jones LLC
DECREASED
Shares8,875 from 9,848
Change-973 (-10%)
Value$4.5M (-$497.6K)
Filed 2026-11-03
Northeast Investment Management
DECREASED
Shares8,868 from 8,978
Change-110 (-1%)
Value$4.5M (-$57.9K)
Filed 2026-10-30
Ritholtz Wealth Management
INCREASED
Shares8,795 from 8,520
Change+275 (+3%)
Value$4.5M (+$138.7K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
INCREASED
Shares8,788 from 5,226
Change+3,562 (+68%)
Value$4.5M (+$1.8M)
Filed 2026-10-27
Univest Financial Corp
INCREASED
Shares8,717 from 8,606
Change+111 (+1%)
Value$4.4M (+$54.5K)
Filed 2026-11-05
Family Legacy, Inc.
INCREASED
Shares8,639 from 8,574
Change+65 (+1%)
Value$4.4M (+$31.3K)
Filed 2026-10-13
Themes Management Co LLC
DECREASED
Shares8,579 from 10,219
Change-1,640 (-16%)
Value$4.4M (-$837.3K)
Filed 2026-10-29
Retirement Planning Group, LLC
DECREASED
Shares8,519 from 8,781
Change-262 (-3%)
Value$4.3M (-$135.0K)
Filed 2026-10-19
Jacobi Capital Management LLC
INCREASED
Shares8,511 from 8,489
Change+22 (+0%)
Value$4.3M (+$9.8K)
Filed 2026-11-05
Valley Wealth Managers, Inc.
INCREASED
Shares8,467 from 8,321
Change+146 (+2%)
Value$4.3M (+$72.6K)
Filed 2026-10-09
M Holdings Securities, Inc.
NEW
Shares8,447
Change+8,447
Value$5.0K
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares8,416 from 7,210
Change+1,206 (+17%)
Value$4.3M (+$612.6K)
Filed 2026-10-21
Cypress Asset Management Inc
DECREASED
Shares8,357 from 8,495
Change-138 (-2%)
Value$4.3M (-$72.1K)
Filed 2026-10-09
First Citizens Bank & Trust Co
INCREASED
Shares8,339 from 3,584
Change+4,755 (+133%)
Value$4.2M (+$2.4M)
Filed 2026-10-14
Hengehold Capital Management LLC
INCREASED
Shares8,258 from 8,127
Change+131 (+2%)
Value$4.2M (+$65.0K)
Filed 2026-10-16
Kerusso Capital Management LLC
INCREASED
Shares8,256 from 7,545
Change+711 (+9%)
Value$4.2M (+$360.5K)
Filed 2026-10-27
NBT Bank, N.A.
DECREASED
Shares8,235 from 8,265
Change-30 (0%)
Value$4.2M (-$16.9K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares8,195 from 7,975
Change+220 (+3%)
Value$4.2M (+$110.2K)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares8,186 from 7,122
Change+1,064 (+15%)
Value$4.2M (+$540.3K)
Filed 2026-10-30
Greenleaf Trust
DECREASED
Shares8,164 from 8,455
Change-291 (-3%)
Value$4.2M (-$150.0K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
INCREASED
Shares8,106 from 7,979
Change+127 (+2%)
Value$4.1M (+$63.3K)
Filed 2026-10-15
Busey Bank
DECREASED
Shares8,104 from 8,465
Change-361 (-4%)
Value$4.1M (-$185.6K)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares8,083 from 7,927
Change+156 (+2%)
Value$4.1M (+$78.1K)
Filed 2026-11-04
LVM Capital Management LTD
DECREASED
Shares8,078 from 8,490
Change-412 (-5%)
Value$4.1M (+$4.1M)
Filed 2026-10-20
Welch & Forbes LLC
DECREASED
Shares8,004 from 8,031
Change-27 (0%)
Value$4.1M (-$15.4K)
Filed 2026-11-04
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares7,975 from 7,382
Change+593 (+8%)
Value$4.1M (+$300.4K)
Filed 2026-10-21
Townsend & Associates, Inc
DECREASED
Shares7,968 from 8,403
Change-435 (-5%)
Value$4.4M (+$117.6K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED
Shares7,918 from 7,669
Change+249 (+3%)
Value$4.0M (+$125.2K)
Filed 2026-10-16
Eliot Finkel Investment Counsel, LLC
INCREASED
Shares7,905 from 7,840
Change+65 (+1%)
Value$4.0M (+$31.5K)
Filed 2026-11-03
Meixler Investment Management, Ltd.
INCREASED
Shares7,878 from 7,877
Change+1 (+0%)
Value$4.0M (-$1.1K)
Filed 2026-11-03
Abner Herrman & Brock LLC
INCREASED
Shares7,874 from 6,682
Change+1,192 (+18%)
Value$4.0K (+$606)
Filed 2026-10-20
Tokio Marine Asset Management Co LTD
INCREASED
Shares7,862 from 7,678
Change+184 (+2%)
Value$4.0M (+$92.1K)
Filed 2026-10-26
Blue Trust, Inc.
DECREASED
Shares7,803 from 8,161
Change-358 (-4%)
Value$4.0M (-$183.9K)
Filed 2026-10-15
Principle Wealth Partners LLC
INCREASED
Shares7,787 from 7,412
Change+375 (+5%)
Value$4.0M (+$189.6K)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares7,777 from 7,357
Change+420 (+6%)
Value$4.0M (+$212.1K)
Filed 2026-10-29
Leelyn Smith, LLC
INCREASED
Shares7,750 from 7,597
Change+153 (+2%)
Value$3.9M (+$76.2K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares7,732 from 6,245
Change+1,487 (+24%)
Value$3.9M (+$756.0K)
Filed 2026-10-20
Aljian Capital Management, LLC
INCREASED
Shares7,703 from 7,691
Change+12 (+0%)
Value$3.9M (+$4.5K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares7,684 from 7,650
Change+34 (+0%)
Value$3.9M (+$15.7K)
Filed 2026-11-04
Valley National Advisers Inc
INCREASED
Shares7,592 from 7,588
Change+4 (+0%)
Value$3.9M (+$361)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
DECREASED
Shares7,539 from 7,658
Change-119 (-2%)
Value$3.8M (-$62.2K)
Filed 2026-10-27
Alta Capital Management LLC/
DECREASED
Shares7,501 from 8,131
Change-630 (-8%)
Value$3.8M (-$322.5K)
Filed 2026-10-26
Physicians Financial Services, Inc.
DECREASED
Shares7,442 from 7,478
Change-36 (0%)
Value$3.8K (-$3.8M)
Filed 2026-11-04
Vest Financial, LLC
INCREASED
Shares7,400 from 7,295
Change+105 (+1%)
Value$3.8M (+$51.9K)
Filed 2026-10-21
Vertrix Wealth Management, LLC
DECREASED
Shares7,383 from 9,246
Change-1,863 (-20%)
Value$3.8M (-$950.6K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares7,372 from 6,797
Change+575 (+8%)
Value$3.8M (+$291.2K)
Filed 2026-10-08
Simplicity Wealth,LLC
INCREASED
Shares7,353 from 6,666
Change+687 (+10%)
Value$3.7M (+$348.5K)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares7,291 from 7,340
Change-49 (-1%)
Value$3.7M (-$26.5K)
Filed 2026-10-22
Ethic Inc.
INCREASED
Shares7,259 from 6,289
Change+970 (+15%)
Value$3.7M (+$492.7K)
Filed 2026-11-03
Montag A & Associates Inc
INCREASED
Shares7,250 from 6,964
Change+286 (+4%)
Value$3.7M (+$144.0K)
Filed 2026-10-29
Krilogy Financial LLC
DECREASED
Shares7,166 from 7,648
Change-482 (-6%)
Value$3.7M (-$228.5K)
Filed 2026-10-13
Stanley-Laman Group, Ltd.
DECREASED
Shares7,159 from 7,284
Change-125 (-2%)
Value$3.6M (-$65.1K)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
INCREASED
Shares7,139 from 7,110
Change+29 (+0%)
Value$3.6M (+$13.3K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares7,061 from 6,727
Change+334 (+5%)
Value$3.6M (+$168.5K)
Filed 2026-11-03
Integrated Advisors Network LLC
INCREASED
Shares7,057 from 5,406
Change+1,651 (+31%)
Value$3.6M (+$839.5K)
Filed 2026-10-20
Financial Advisory Partners, LLC
DECREASED
Shares7,022 from 7,075
Change-53 (-1%)
Value$3.6M (-$28.5K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares6,979 from 7,234
Change-255 (-4%)
Value$3.6M (-$131.4K)
Filed 2026-10-23
Wendell David Associates Inc
INCREASED
Shares6,979 from 6,962
Change+17 (+0%)
Value$3.6K (-$3.5M)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares6,976 from 6,828
Change+148 (+2%)
Value$3.6M (+$74.1K)
Filed 2026-10-19
XML Financial, LLC
INCREASED
Shares6,954 from 6,931
Change+23 (+0%)
Value$3.5M (+$10.2K)
Filed 2026-10-29
Blue Fin Capital, Inc.
DECREASED
Shares6,925 from 7,027
Change-102 (-1%)
Value$3.5M (-$53.8K)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares6,918 from 6,909
Change+9 (+0%)
Value$3.5M (+$3.4K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares6,856 from 6,077
Change+779 (+13%)
Value$3.5M (+$395.0K)
Filed 2026-11-05
Park National Corp
DECREASED
Shares6,850 from 6,991
Change-141 (-2%)
Value$3.5M (-$73.3K)
Filed 2026-10-05
Tritonpoint Wealth, LLC
DECREASED
Shares6,842 from 6,977
Change-135 (-2%)
Value$3.5M (-$70.2K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares6,827 from 6,691
Change+136 (+2%)
Value$3.5M (+$67.9K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
INCREASED
Shares6,814 from 6,707
Change+107 (+2%)
Value$3.5M (+$52.9K)
Filed 2026-10-30
Dmkc Advisory Services, LLC
INCREASED
Shares6,755 from 6,550
Change+205 (+3%)
Value$3.4M (+$103.0K)
Filed 2026-11-04
Towne Trust Company, N.a
DECREASED
Shares6,752 from 6,945
Change-193 (-3%)
Value$3.4M (-$99.7K)
Filed 2026-10-28
Jefferies Financial Group Inc.
DECREASED
Shares6,750 from 84,294
Change-77,544 (-92%)
Value$3.4M (-$39.5M)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares6,722 from 6,582
Change+140 (+2%)
Value$3.4K (-$3.1M)
Filed 2026-11-04
Machina Capital S.A.S.
DECREASED
Shares6,688 from 9,996
Change-3,308 (-33%)
Value$3.4M (-$1.7M)
Filed 2026-11-05
Boston Trust Walden Corp
INCREASED
Shares6,672 from 6,671
Change+1 (+0%)
Value$3.4M (-$892)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED
Shares6,642 from 6,716
Change-74 (-1%)
Value$3.4M (-$39.4K)
Filed 2026-10-08
Ascent Group, LLC
DECREASED
Shares6,622 from 7,259
Change-637 (-9%)
Value$3.4M (-$325.8K)
Filed 2026-10-30
Capital City Trust Co
DECREASED
Shares6,620 from 6,851
Change-231 (-3%)
Value$3.4M (-$119.1K)
Filed 2026-10-22
D'Orazio & Associates, Inc.
DECREASED
Shares6,614 from 6,662
Change-48 (-1%)
Value$3.4M (-$25.8K)
Filed 2026-11-04
Calamos Wealth Management LLC
INCREASED
Shares6,602 from 6,570
Change+32 (+0%)
Value$3.4M (+$14.9K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
DECREASED
Shares6,584 from 8,338
Change-1,754 (-21%)
Value$3.4M (-$895.0K)
Filed 2026-10-15
Marino, Stram & Associates LLC
DECREASED
Shares6,570 from 6,666
Change-96 (-1%)
Value$3.3M (-$50.3K)
Filed 2026-10-22
Shoker Investment Counsel, Inc.
DECREASED
Shares6,546 from 6,586
Change-40 (-1%)
Value$3.3M (-$22.0K)
Filed 2026-11-04
Caldwell Trust Co
INCREASED
Shares6,483 from 6,394
Change+89 (+1%)
Value$3.3M (+$44.0K)
Filed 2026-10-30
Pathway Financial Advisers, LLC
INCREASED
Shares6,386 from 6,339
Change+47 (+1%)
Value$3.3M (+$22.7K)
Filed 2026-10-27
Fiduciary Alliance LLC
DECREASED
Shares6,375 from 6,562
Change-187 (-3%)
Value$3.2M (-$96.4K)
Filed 2026-10-13
BNC Wealth Management, LLC
NEW
Shares6,361
Change+6,361
Value$3.2M
Filed 2026-10-19
Fulton Bank, N.A.
INCREASED
Shares6,307 from 5,881
Change+426 (+7%)
Value$3.2M (+$215.7K)
Filed 2026-10-14
North Dakota State Investment Board
INCREASED
Shares6,222 from 6,133
Change+89 (+1%)
Value$3.2M (+$44.0K)
Filed 2026-10-27
First American Bank
DECREASED
Shares6,217 from 6,556
Change-339 (-5%)
Value$3.2M (-$174.0K)
Filed 2026-10-27
ASK Capital Investment Managers, LLC
NEW
Shares6,178
Change+6,178
Value$3.1M
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
DECREASED
Shares6,173 from 6,182
Change-9 (0%)
Value$3.1M (-$5.9K)
Filed 2026-10-26
Greg Jennings, LLC
NEW
Shares6,125
Change+6,125
Value$3.1M
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares6,125 from 5,656
Change+469 (+8%)
Value$3.1M (+$29.3K)
Filed 2026-10-08
AlphaCore Capital LLC
INCREASED
Shares6,082 from 5,538
Change+544 (+10%)
Value$3.1M (+$276.0K)
Filed 2026-11-04
Investmark Advisory Group LLC
INCREASED
Shares6,063 from 5,803
Change+260 (+4%)
Value$3.1M (+$132.3K)
Filed 2026-10-27
Vontobel Holding Ltd.
INCREASED
Shares6,054 from 5,018
Change+1,036 (+21%)
Value$3.1M (+$526.5K)
Filed 2026-10-16
ICW Investment Advisors LLC
DECREASED
Shares6,046 from 6,086
Change-40 (-1%)
Value$3.1M (-$21.3K)
Filed 2026-10-27
Cane Capital Partners, LLC
INCREASED
Shares6,021 from 3,848
Change+2,173 (+56%)
Value$3.1M (+$1.1M)
Filed 2026-10-23
Quadcap Wealth Management, LLC
INCREASED
Shares6,000 from 4,510
Change+1,490 (+33%)
Value$3.1M (+$757.3K)
Filed 2026-11-02
First National Trust Co
DECREASED
Shares5,951 from 5,990
Change-39 (-1%)
Value$3.0M (-$21.1K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares5,942 from 5,433
Change+509 (+9%)
Value$3.0M (+$258.4K)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
INCREASED
Shares5,929 from 2,775
Change+3,154 (+114%)
Value$3.0M (+$1.6M)
Filed 2026-11-05
Flavin Financial Services, Inc.
INCREASED
Shares5,870 from 5,863
Change+7 (+0%)
Value$3.0M (+$2.3K)
Filed 2026-10-21
Integras Partners LLC
INCREASED
Shares5,862 from 5,835
Change+27 (+0%)
Value$3.0M (+$12.4K)
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares5,808 from 5,807
Change+1 (+0%)
Value$3.0M (-$1.1K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares5,807 from 5,705
Change+102 (+2%)
Value$3.0M (+$50.7K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
NEW
Shares5,752
Change+5,752
Value$2.9M
Filed 2026-11-04
Boomfish Wealth Group, LLC
INCREASED
Shares5,748 from 5,729
Change+19 (+0%)
Value$2.9M (+$8.0K)
Filed 2026-10-22
Highland Capital Management, LLC
DECREASED
Shares5,722 from 5,953
Change-231 (-4%)
Value$2.9M (-$118.7K)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
INCREASED
Shares5,708 from 5,580
Change+128 (+2%)
Value$2.9M (+$63.9K)
Filed 2026-10-16
Pachira Investments Inc.
INCREASED
Shares5,698 from 5,688
Change+10 (+0%)
Value$2.9M (+$4.2K)
Filed 2026-10-14
Baxter Bros Inc
DECREASED
Shares5,689 from 5,809
Change-120 (-2%)
Value$2.9M (-$62.3K)
Filed 2026-11-04
Precedent Wealth Partners, LLC
INCREASED
Shares5,673 from 4,754
Change+919 (+19%)
Value$2.9M (+$467.3K)
Filed 2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED
Shares5,664 from 5,596
Change+68 (+1%)
Value$2.9M (+$37.9K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares5,587 from 3,302
Change+2,285 (+69%)
Value$2.8M (+$1.2M)
Filed 2026-10-21
MinichMacGregor Wealth Management, LLC
DECREASED
Shares5,555 from 5,642
Change-87 (-2%)
Value$2.8M (-$45.2K)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
INCREASED
Shares5,525 from 5,523
Change+2 (+0%)
Value$2.8M (-$36)
Filed 2026-11-02
Allen Wealth Management, LLC
DECREASED
Shares5,468 from 5,611
Change-143 (-3%)
Value$2.8M (-$74.0K)
Filed 2026-10-29
Beacon Financial Group
DECREASED
Shares5,454 from 5,624
Change-170 (-3%)
Value$2.8M (-$87.6K)
Filed 2026-10-19
King Luther Capital Management Corp
DECREASED
Shares5,438 from 5,763
Change-325 (-6%)
Value$2.8M (-$166.7K)
Filed 2026-11-05
Stolper Co
INCREASED
Shares5,428 from 5,392
Change+36 (+1%)
Value$2.8K (+$17)
Filed 2026-10-13
Grey Ledge Advisors, LLC
INCREASED
Shares5,427 from 5,422
Change+5 (+0%)
Value$2.8M (+$1.7K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares5,395 from 4,857
Change+538 (+11%)
Value$2.7M (+$273.1K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares5,386 from 8,896
Change-3,510 (-39%)
Value$2.7M (-$1.8M)
Filed 2026-10-15
Joel Isaacson & Co., LLC
INCREASED
Shares5,320 from 5,312
Change+8 (+0%)
Value$2.7M (+$3.0K)
Filed 2026-11-05
Boit C F David
UNCHANGED
Shares5,260 from 5,260
Change0 (0%)
Value$2.7M (-$1.1K)
Filed 2026-10-29
Mycio Wealth Partners, LLC
UNCHANGED
Shares5,195 from 5,195
Change0 (0%)
Value$2.6M (-$1.1K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares5,138 from 4,677
Change+461 (+10%)
Value$2.6M (+$233.5K)
Filed 2026-10-23
Bfsg, LLC
DECREASED
Shares5,131 from 5,282
Change-151 (-3%)
Value$2.6M (-$77.8K)
Filed 2026-10-30
Lineweaver Wealth Advisors, LLC
INCREASED
Shares5,126 from 4,936
Change+190 (+4%)
Value$2.6M (+$95.7K)
Filed 2026-10-13
Tealwood Asset Management Inc
DECREASED
Shares5,093 from 5,147
Change-54 (-1%)
Value$2.6K (-$28)
Filed 2026-10-13
EPG Wealth Management LLC
INCREASED
Shares5,067 from 4,855
Change+212 (+4%)
Value$2.6M (+$106.9K)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares5,067 from 5,058
Change+9 (+0%)
Value$2.6M (+$3.2K)
Filed 2026-10-29
Cypress Capital, LLC
INCREASED
Shares5,018 from 4,933
Change+85 (+2%)
Value$2.6M (+$42.3K)
Filed 2026-10-20
Arista Wealth Management, LLC
INCREASED
Shares4,956 from 4,311
Change+645 (+15%)
Value$2.5M (+$327.7K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,947 from 4,394
Change+553 (+13%)
Value$2.5M (+$281.1K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares4,910 from 4,754
Change+156 (+3%)
Value$2.9M (+$474.8K)
Filed 2026-10-30
Summit Global Investments
INCREASED
Shares4,898 from 4,411
Change+487 (+11%)
Value$2.5K (-$2.2M)
Filed 2026-10-28
AGF Management LTD
DECREASED
Shares4,892 from 5,594
Change-702 (-13%)
Value$2.5M (-$358.7K)
Filed 2026-11-03
Titan Investment Management LLC
DECREASED
Shares4,875 from 4,958
Change-83 (-2%)
Value$2.5M (-$43.4K)
Filed 2026-10-22
Mystic Asset Management, Inc.
INCREASED
Shares4,873 from 4,816
Change+57 (+1%)
Value$2.5M (+$28.1K)
Filed 2026-10-15
Stiles Financial Services Inc
DECREASED
Shares4,859 from 5,013
Change-154 (-3%)
Value$2.5M (-$79.2K)
Filed 2026-10-30
High Note Wealth, LLC
INCREASED
Shares4,851 from 4,709
Change+142 (+3%)
Value$2.5M (+$71.4K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED
Shares4,826 from 3,482
Change+1,344 (+39%)
Value$2.5M (+$681.7K)
Filed 2026-11-05
Compound Planning, Inc.
INCREASED
Shares4,816 from 4,368
Change+448 (+10%)
Value$2.5M (+$227.2K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares4,811 from 8,005
Change-3,194 (-40%)
Value$2.5M (-$1.6M)
Filed 2026-10-21
Confluence Wealth Services, Inc.
INCREASED
Shares4,807 from 4,608
Change+199 (+4%)
Value$2.4M (+$100.4K)
Filed 2026-11-05
Platform Technology Partners
INCREASED
Shares4,791 from 4,683
Change+108 (+2%)
Value$2.4M (+$53.9K)
Filed 2026-11-02
Hunter Associates Investment Management LLC
INCREASED
Shares4,784 from 4,474
Change+310 (+7%)
Value$2.5K (-$2.3M)
Filed 2026-10-26
Alkeme Wealth, LLC
DECREASED
Shares4,774 from 4,899
Change-125 (-3%)
Value$2.4M (-$64.9K)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED
Shares4,708 from 4,560
Change+148 (+3%)
Value$2.4M (+$75.1K)
Filed 2026-11-05
O'Domhnaill Enterprises, Inc.
DECREASED
Shares4,674 from 5,010
Change-336 (-7%)
Value$2.4M (-$172.1K)
Filed 2026-10-29
Taylor Securities Services, Inc.
DECREASED
Shares4,669 from 4,692
Change-23 (0%)
Value$2.4M (-$12.7K)
Filed 2026-10-20
AdvisorNet Financial, Inc
DECREASED
Shares4,660 from 4,725
Change-65 (-1%)
Value$2.4M (+$26.2K)
Filed 2026-10-15
Nordwand Advisors, LLC
INCREASED
Shares4,659 from 4,655
Change+4 (+0%)
Value$2.4M (+$1.1K)
Filed 2026-11-05
1834 Investment Advisors Co
DECREASED
Shares4,647 from 6,550
Change-1,903 (-29%)
Value$2.4M (-$970.6K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares4,619 from 4,716
Change-97 (-2%)
Value$2.4M (-$50.1K)
Filed 2026-10-13
True Link Financial Advisors, LLC
DECREASED
Shares4,597 from 4,697
Change-100 (-2%)
Value$2.3M (-$51.9K)
Filed 2026-10-27
EdgeRock Capital LLC
DECREASED
Shares4,596 from 4,608
Change-12 (0%)
Value$2.3M (-$7.1K)
Filed 2026-11-03
Chicago Trust Co NA
DECREASED
Shares4,564 from 4,871
Change-307 (-6%)
Value$2.3M (-$157.4K)
Filed 2026-10-28
Islay Capital Management, LLC
DECREASED
Shares4,554 from 4,730
Change-176 (-4%)
Value$2.3M (-$90.6K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares4,540 from 4,479
Change+61 (+1%)
Value$2.3M (+$30.5K)
Filed 2026-10-20
Redmond Asset Management, LLC
INCREASED
Shares4,531 from 4,495
Change+36 (+1%)
Value$2.3M (+$17.4K)
Filed 2026-10-27
Procyon Advisors, LLC
INCREASED
Shares4,506 from 4,304
Change+202 (+5%)
Value$2.3M (+$102.2K)
Filed 2026-10-21
Sage Investment Advisers LLC
INCREASED
Shares4,489 from 4,205
Change+284 (+7%)
Value$2.3M (+$144.1K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares4,466 from 3,869
Change+597 (+15%)
Value$2.3M (+$303.2K)
Filed 2026-10-26
Optimist Retirement Group LLC
INCREASED
Shares4,466 from 4,342
Change+124 (+3%)
Value$2.3M (+$62.0K)
Filed 2026-10-30
Garrett Wealth Advisory Group, LLC
INCREASED
Shares4,461 from 4,304
Change+157 (+4%)
Value$2.3M (+$79.3K)
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares4,460 from 4,388
Change+72 (+2%)
Value$2.3M (+$35.6K)
Filed 2026-11-05
Synergy Asset Management, LLC
NEW
Shares4,455
Change+4,455
Value$2.3M
Filed 2026-11-05
Acropolis Investment Management, LLC
DECREASED
Shares4,455 from 4,676
Change-221 (-5%)
Value$2.3M (-$113.5K)
Filed 2026-10-08
Greenfield Savings Bank
DECREASED
Shares4,451 from 4,545
Change-94 (-2%)
Value$2.3M (-$48.8K)
Filed 2026-10-07
180 Wealth Advisors, LLC
DECREASED
Shares4,450 from 4,477
Change-27 (-1%)
Value$2.3M (-$14.7K)
Filed 2026-11-03
Lantz Financial LLC
DECREASED
Shares4,450 from 4,456
Change-6 (0%)
Value$2.3M (-$4.2K)
Filed 2026-10-15
Rydar Equities, Inc.
INCREASED
Shares4,442 from 4,229
Change+213 (+5%)
Value$2.2M (+$46.6K)
Filed 2026-10-13
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares4,331 from 4,470
Change-139 (-3%)
Value$2.2K (-$72)
Filed 2026-10-14
PW Nova Financial Services LLC
DECREASED
Shares4,287 from 4,745
Change-458 (-10%)
Value$2.2M (-$234.0K)
Filed 2026-10-15
MBM Wealth Consultants, LLC
INCREASED
Shares4,263 from 4,061
Change+202 (+5%)
Value$2.2M (+$102.0K)
Filed 2026-10-20
Monarch Capital Management Inc
INCREASED
Shares4,256 from 3,992
Change+264 (+7%)
Value$2.2M (+$133.6K)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
INCREASED
Shares4,253 from 4,222
Change+31 (+1%)
Value$2.2M (+$14.9K)
Filed 2026-11-05
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares4,252 from 4,225
Change+27 (+1%)
Value$2.2M (+$13.2K)
Filed 2026-10-07
Miramontes Capital, LLC
INCREASED
Shares4,228 from 3,486
Change+742 (+21%)
Value$2.2M (+$377.2K)
Filed 2026-10-19
Quadrant Capital Group LLC
INCREASED
Shares4,223 from 4,145
Change+78 (+2%)
Value$2.1M (+$16.8K)
Filed 2026-10-20
Lipe & Dalton
INCREASED
Shares4,200 from 4,180
Change+20 (+0%)
Value$2.1K (+$9)
Filed 2026-10-15
Parkshore Wealth Management, Inc.
DECREASED
Shares4,194 from 4,277
Change-83 (-2%)
Value$2.1M (-$42.8K)
Filed 2026-10-13
Powers Advisory Group, LLC
DECREASED
Shares4,151 from 4,249
Change-98 (-2%)
Value$2.1M (-$51.0K)
Filed 2026-10-14
Parcion Private Wealth LLC
DECREASED
Shares4,140 from 4,365
Change-225 (-5%)
Value$2.1M (-$115.5K)
Filed 2026-10-28
Carolina Wealth Advisors, LLC
INCREASED
Shares4,106 from 4,046
Change+60 (+1%)
Value$2.1M (+$29.7K)
Filed 2026-10-23
Signet Investment Advisory Group, Inc.
INCREASED
Shares4,100 from 3,939
Change+161 (+4%)
Value$2.1M (+$81.2K)
Filed 2026-10-30
JGP Wealth Management, LLC
INCREASED
Shares4,050 from 4,031
Change+19 (+0%)
Value$2.1M (+$8.6K)
Filed 2026-10-13
Tema Etfs LLC
INCREASED
Shares4,040 from 3,678
Change+362 (+10%)
Value$2.1M (+$183.6K)
Filed 2026-10-16
Kornitzer Capital Management Inc
DECREASED
Shares4,019 from 4,029
Change-10 (0%)
Value$2.0M (-$5.9K)
Filed 2026-11-03
Probity Advisors, Inc.
INCREASED
Shares4,002 from 3,929
Change+73 (+2%)
Value$2.0M (+$36.4K)
Filed 2026-10-23
Genus Capital Management Inc.
NEW
Shares4,000
Change+4,000
Value$2.0M
Filed 2026-11-04
Old Port Advisors
INCREASED
Shares3,989 from 3,796
Change+193 (+5%)
Value$2.0M (+$97.5K)
Filed 2026-10-23
Deseret Mutual Benefit Administrators
DECREASED
Shares3,988 from 4,292
Change-304 (-7%)
Value$2.0M (-$155.7K)
Filed 2026-11-04
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares3,971 from 3,971
Change0 (0%)
Value$2.0M (-$834)
Filed 2026-11-02
Augustine Asset Management Inc
UNCHANGED
Shares3,958 from 3,958
Change0 (0%)
Value$2.0M (-$832)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares3,941 from 3,802
Change+139 (+4%)
Value$2.0M (+$69.9K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares3,940 from 3,997
Change-57 (-1%)
Value$2.0M (-$30.0K)
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares3,903 from 5,797
Change-1,894 (-33%)
Value$2.0M (-$965.7K)
Filed 2026-10-07
Investors Asset Management of Georgia Inc
DECREASED
Shares3,896 from 3,916
Change-20 (-1%)
Value$2.0M (-$10.8K)
Filed 2026-10-20
Harbor Capital Advisors, Inc.
INCREASED
Shares3,892 from 3,849
Change+43 (+1%)
Value$2.0K (-$2.0M)
Filed 2026-10-22
Delta Financial Advisors LLC
INCREASED
Shares3,889 from 3,803
Change+86 (+2%)
Value$2.0M (+$42.5K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,827 from 3,546
Change+281 (+8%)
Value$1.9M (+$142.4K)
Filed 2026-10-27
Forum Financial Management, LP
DECREASED
Shares3,812 from 4,125
Change-313 (-8%)
Value$1.9M (-$159.9K)
Filed 2026-10-16
Patten & Patten Inc
INCREASED
Shares3,805 from 2,897
Change+908 (+31%)
Value$1.9M (+$462.2K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
INCREASED
Shares3,797 from 3,777
Change+20 (+1%)
Value$1.9M (+$9.7K)
Filed 2026-10-16
Adirondack Trust Co
DECREASED
Shares3,775 from 3,840
Change-65 (-2%)
Value$1.9M (-$33.9K)
Filed 2026-10-14
First Command Advisory Services, Inc.
DECREASED
Shares3,762 from 4,035
Change-273 (-7%)
Value$1.9M (-$139.9K)
Filed 2026-11-05
New Hampshire Trust
DECREASED
Shares3,762 from 3,860
Change-98 (-3%)
Value$1.9M (-$50.7K)
Filed 2026-10-20
Ascentis Independent Advisors
INCREASED
Shares3,761 from 4
Change+3,757 (+93925%)
Value$1.9M (+$1.9M)
Filed 2026-11-03
Center for Wealth Management Advisory
INCREASED
Shares3,737 from 3,647
Change+90 (+2%)
Value$1.9M (+$44.7K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares3,735 from 3,795
Change-60 (-2%)
Value$1.9M (-$31.1K)
Filed 2026-11-04
Financial Planning Hawaii, Inc.
DECREASED
Shares3,726 from 4,026
Change-300 (-7%)
Value$1.9M (-$153.6K)
Filed 2026-10-13
Aull & Monroe Investment Management Corp
INCREASED
Shares3,725 from 3,660
Change+65 (+2%)
Value$1.9M (+$32.7K)
Filed 2026-10-16
Gryphon Financial Partners LLC
INCREASED
Shares3,714 from 3,663
Change+51 (+1%)
Value$1.9M (+$25.1K)
Filed 2026-11-04
Bailard, Inc.
DECREASED
Shares3,712 from 3,776
Change-64 (-2%)
Value$1.9M (-$33.4K)
Filed 2026-10-13
LCM Capital Management Inc
DECREASED
Shares3,707 from 3,718
Change-11 (0%)
Value$1.9M (-$6.8K)
Filed 2026-10-20
LS Investment Advisors, LLC
INCREASED
Shares3,705 from 2,172
Change+1,533 (+71%)
Value$1.9M (+$780.2K)
Filed 2026-10-13
KCM Investment Advisors LLC
DECREASED
Shares3,690 from 3,726
Change-36 (-1%)
Value$1.9M (-$19.1K)
Filed 2026-10-27
TD Private Client Wealth LLC
DECREASED
Shares3,675 from 3,763
Change-88 (-2%)
Value$1.9M (-$45.6K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares3,669 from 3,827
Change-158 (-4%)
Value$1.9M (-$81.0K)
Filed 2026-10-08
Guyasuta Investment Advisors Inc
DECREASED
Shares3,666 from 3,746
Change-80 (-2%)
Value$1.9M (-$41.5K)
Filed 2026-10-15
Cookson Peirce & Co Inc
INCREASED
Shares3,623 from 2,495
Change+1,128 (+45%)
Value$1.8M (+$573.9K)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares3,611 from 2,998
Change+613 (+20%)
Value$1.8M (+$311.4K)
Filed 2026-10-26
Buttonwood Financial Advisors Inc.
DECREASED
Shares3,607 from 3,623
Change-16 (0%)
Value$1.8M (-$8.8K)
Filed 2026-10-13
Slocum, Gordon & Co LLP
INCREASED
Shares3,587 from 3,572
Change+15 (+0%)
Value$1.8M (+$6.9K)
Filed 2026-10-19
Woodmont Investment Counsel LLC
INCREASED
Shares3,572 from 3,541
Change+31 (+1%)
Value$1.8M (+$15.0K)
Filed 2026-10-29
Greenwood Capital Associates LLC
INCREASED
Shares3,532 from 3,522
Change+10 (+0%)
Value$1.8M (+$4.4K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
DECREASED
Shares3,513 from 4,156
Change-643 (-15%)
Value$1.8M (-$328.3K)
Filed 2026-10-23
W Advisors, LLC
INCREASED
Shares3,503 from 3,489
Change+14 (+0%)
Value$1.8M (+$6.4K)
Filed 2026-11-02
Stillwater Wealth Management Group
DECREASED
Shares3,494 from 4,936
Change-1,442 (-29%)
Value$1.8M (-$735.2K)
Filed 2026-10-21
Private Management Group Inc
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$1.8M (-$731)
Filed 2026-11-04
Kathmere Capital Management, LLC
DECREASED
Shares3,473 from 3,644
Change-171 (-5%)
Value$1.8M (-$87.7K)
Filed 2026-10-20
Moneco Advisors, LLC
DECREASED
Shares3,462 from 3,501
Change-39 (-1%)
Value$1.8M (-$20.5K)
Filed 2026-11-05
StoneX Group Inc.
DECREASED
Shares3,423 from 3,452
Change-29 (-1%)
Value$1.7M (-$15.7K)
Filed 2026-11-03
Richwood Investment Advisors, LLC
INCREASED
Shares3,401 from 3,235
Change+166 (+5%)
Value$1.7M (+$84.0K)
Filed 2026-10-30
Symphony Financial, Ltd. Co.
INCREASED
Shares3,393 from 3,287
Change+106 (+3%)
Value$1.7M (+$64.1K)
Filed 2026-10-22
Chicago Partners Investment Group LLC
DECREASED
Shares3,380 from 3,485
Change-105 (-3%)
Value$2.0M (+$60.7K)
Filed 2026-10-27
Wealth Quarterback LLC
INCREASED
Shares3,373 from 3,309
Change+64 (+2%)
Value$1.7M (+$31.8K)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares3,357 from 2,691
Change+666 (+25%)
Value$1.7M (+$338.8K)
Filed 2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares3,353 from 3,923
Change-570 (-15%)
Value$1.7M (-$291.1K)
Filed 2026-10-23
Compagnie Lombard Odier SCmA
DECREASED
Shares3,350 from 3,620
Change-270 (-7%)
Value$1.7M (-$138.3K)
Filed 2026-11-04
Juno Financial Group LLC
INCREASED
Shares3,327 from 3,256
Change+71 (+2%)
Value$1.7M (+$35.2K)
Filed 2026-10-27
Nilsine Partners, LLC
DECREASED
Shares3,320 from 3,324
Change-4 (0%)
Value$1.7M (-$2.7K)
Filed 2026-11-02
Westhampton Capital, LLC
DECREASED
Shares3,316 from 3,533
Change-217 (-6%)
Value$1.7M (-$111.2K)
Filed 2026-10-30
Cohen Klingenstein LLC
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$1.7M (-$693)
Filed 2026-10-15
Beaumont Asset Management, L.L.C.
INCREASED
Shares3,294 from 3,067
Change+227 (+7%)
Value$1.7M (+$115.0K)
Filed 2026-10-16
Maia Wealth LLC
DECREASED
Shares3,287 from 3,332
Change-45 (-1%)
Value$1.7M (-$23.6K)
Filed 2026-10-19
Financial Consulate, Inc
DECREASED
Shares3,277 from 3,362
Change-85 (-3%)
Value$1.7M (-$43.8K)
Filed 2026-10-23
Evergreen Capital Management LLC
INCREASED
Shares3,259 from 3,160
Change+99 (+3%)
Value$1.7M (+$49.8K)
Filed 2026-10-23
Cypress Financial Planning LLC
DECREASED
Shares3,246 from 3,327
Change-81 (-2%)
Value$1.7M (-$41.9K)
Filed 2026-10-09
Crossmark Global Holdings, Inc.
INCREASED
Shares3,239 from 3,220
Change+19 (+1%)
Value$1.6M (+$9.0K)
Filed 2026-10-21
Pflug Koory, LLC
UNCHANGED
Shares3,236 from 3,236
Change0 (0%)
Value$1.6M (-$680)
Filed 2026-10-26
Segment Wealth Management, LLC
UNCHANGED
Shares3,223 from 3,223
Change0 (0%)
Value$1.6M (-$677)
Filed 2026-10-26
Excalibur Management Corp
INCREASED
Shares3,217 from 3,214
Change+3 (+0%)
Value$1.6M (+$857)
Filed 2026-11-02
Roxbury Financial LLC
INCREASED
Shares3,205 from 3,199
Change+6 (+0%)
Value$1.6M (+$2.4K)
Filed 2026-10-01
Uhlmann Price Securities, LLC
UNCHANGED
Shares3,189 from 3,189
Change0 (0%)
Value$1.6M (-$672)
Filed 2026-11-03
Thrive Wealth Management, LLC
DECREASED
Shares3,174 from 3,359
Change-185 (-6%)
Value$1.6M (-$95.1K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares3,130 from 3,183
Change-53 (-2%)
Value$1.6M (-$27.6K)
Filed 2026-10-19
Nvwm, LLC
INCREASED
Shares3,107 from 3,054
Change+53 (+2%)
Value$1.6M (+$26.3K)
Filed 2026-10-14
SevenBridge Financial Group, LLC
DECREASED
Shares3,097 from 3,332
Change-235 (-7%)
Value$1.7M (-$259.4K)
Filed 2026-10-26
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares3,089 from 3,112
Change-23 (-1%)
Value$1.7M (+$93.8K)
Filed 2026-10-21
Frederick Financial Consultants, LLC
INCREASED
Shares3,089 from 3,075
Change+14 (+0%)
Value$1.6M (+$6.0K)
Filed 2026-10-29
Sky Investment Group LLC
NEW
Shares3,083
Change+3,083
Value$1.6M
Filed 2026-10-30
Wealth Intelligence, LLC
INCREASED
Shares3,074 from 2,879
Change+195 (+7%)
Value$1.6M (+$98.7K)
Filed 2026-10-16
Herold Advisors, Inc.
DECREASED
Shares3,054 from 3,174
Change-120 (-4%)
Value$1.6M (-$60.7K)
Filed 2026-10-19
Essex Bank
DECREASED
Shares3,045 from 3,053
Change-8 (0%)
Value$1.6M (-$4.7K)
Filed 2026-10-16
Herbst Group, LLC
NEW
Shares3,040
Change+3,040
Value$1.5M
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
DECREASED
Shares3,039 from 3,126
Change-87 (-3%)
Value$1.5M (-$45.0K)
Filed 2026-10-23
BigSur Wealth Management LLC
DECREASED
Shares3,030 from 3,065
Change-35 (-1%)
Value$1.5M (-$18.5K)
Filed 2026-10-13
Raiffeisen Bank International AG
NEW
Shares2,993
Change+2,993
Value$1.5M
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares2,924 from 2,759
Change+165 (+6%)
Value$1.5M (+$41.5K)
Filed 2026-10-09
Founders Financial Securities LLC
INCREASED
Shares2,920 from 2,770
Change+150 (+5%)
Value$1.5M (+$76.2K)
Filed 2026-10-28
Golden State Wealth Management, LLC
INCREASED
Shares2,919 from 2,834
Change+85 (+3%)
Value$1.5M (+$42.8K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
DECREASED
Shares2,913 from 3,156
Change-243 (-8%)
Value$1.5M (-$122.4K)
Filed 2026-10-26
Intrua Financial, LLC
INCREASED
Shares2,898 from 2,732
Change+166 (+6%)
Value$1.5M (+$84.0K)
Filed 2026-10-28
Brown Miller Wealth Management, LLC
DECREASED
Shares2,890 from 2,921
Change-31 (-1%)
Value$1.5M (-$16.4K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares2,889 from 3,010
Change-121 (-4%)
Value$1.5M (-$62.3K)
Filed 2026-10-30
Schmidt P J Investment Management Inc
DECREASED
Shares2,885 from 2,952
Change-67 (-2%)
Value$1.5M (-$34.7K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED
Shares2,881 from 2,904
Change-23 (-1%)
Value$1.5M (-$12.3K)
Filed 2026-10-23
First Financial Corp
INCREASED
Shares2,876 from 2,733
Change+143 (+5%)
Value$1.5M (+$72.2K)
Filed 2026-10-13
GoalVest Advisory LLC
INCREASED
Shares2,868 from 2,823
Change+45 (+2%)
Value$1.5M (+$22.3K)
Filed 2026-10-02
SkyOak Wealth, LLC
INCREASED
Shares2,867 from 1,867
Change+1,000 (+54%)
Value$1.5M (+$508.9K)
Filed 2026-10-28
Pullen Investment Management, LLC
INCREASED
Shares2,855 from 2,839
Change+16 (+1%)
Value$1.5M (+$7.6K)
Filed 2026-10-23
Pines Wealth Management, LLC
INCREASED
Shares2,846 from 2,833
Change+13 (+0%)
Value$1.4M (+$6.1K)
Filed 2026-10-21
Sippican Capital Advisors
DECREASED
Shares2,836 from 2,837
Change-1 (0%)
Value$1.4M (-$1.1K)
Filed 2026-10-23
CMH Wealth Management LLC
DECREASED
Shares2,835 from 2,886
Change-51 (-2%)
Value$1.4M (-$26.6K)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares2,833 from 1,090
Change+1,743 (+160%)
Value$1.8M (+$1.2M)
Filed 2026-11-02
Global Financial Private Client, LLC
INCREASED
Shares2,829 from 2,715
Change+114 (+4%)
Value$1.4M (+$57.7K)
Filed 2026-10-15
Accurate Wealth Management, LLC
INCREASED
Shares2,823 from 2,445
Change+378 (+15%)
Value$1.4M (+$143.8K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares2,804 from 1,844
Change+960 (+52%)
Value$1.4M (+$502.3K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,803 from 2,641
Change+162 (+6%)
Value$1.4M (+$81.9K)
Filed 2026-10-30
Baring Financial LLC
INCREASED
Shares2,801 from 2,798
Change+3 (+0%)
Value$1.4M (+$917)
Filed 2026-10-07
Rudd Co d/b/a Styre Wealth
NEW
Shares2,794
Change+2,794
Value$1.5M
Filed 2026-10-29
TCI Wealth Advisors, Inc.
INCREASED
Shares2,788 from 1,944
Change+844 (+43%)
Value$1.4M (+$429.4K)
Filed 2026-10-30
First City Capital Management, Inc.
DECREASED
Shares2,771 from 2,776
Change-5 (0%)
Value$1.4M (-$3.1K)
Filed 2026-10-27
Archford Capital Strategies, LLC
INCREASED
Shares2,770 from 2,743
Change+27 (+1%)
Value$1.4M (+$13.2K)
Filed 2026-10-19
Churchill Financial Advisors, LLC
INCREASED
Shares2,757 from 2,657
Change+100 (+4%)
Value$1.4M (+$50.4K)
Filed 2026-10-20
Texas Bank & Trust Co
INCREASED
Shares2,723 from 2,633
Change+90 (+3%)
Value$1.4M (+$45.3K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares2,719 from 1,939
Change+780 (+40%)
Value$1.4M (+$396.6K)
Filed 2026-10-22
Emerald Advisors, LLC
DECREASED
Shares2,710 from 2,765
Change-55 (-2%)
Value$1.4M (-$28.8K)
Filed 2026-10-13
Financial Harvest, LLC
DECREASED
Shares2,709 from 2,727
Change-18 (-1%)
Value$1.4M (-$9.7K)
Filed 2026-10-15
Jmac Enterprises LLC
INCREASED
Shares2,672 from 1,872
Change+800 (+43%)
Value$1.4M (+$407.0K)
Filed 2026-10-30
Portside Wealth Group, LLC
INCREASED
Shares2,672 from 2,478
Change+194 (+8%)
Value$1.4M (+$98.3K)
Filed 2026-10-20
Bison Wealth, LLC
DECREASED
Shares2,632 from 2,686
Change-54 (-2%)
Value$1.3M (-$98.1K)
Filed 2026-10-13
Verity Asset Management, Inc.
INCREASED
Shares2,610 from 2,586
Change+24 (+1%)
Value$1.3M (+$11.3K)
Filed 2026-10-30
Tctc Holdings, LLC
INCREASED
Shares2,604 from 2,324
Change+280 (+12%)
Value$1.3M (+$142.1K)
Filed 2026-11-02
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares2,600 from 2,277
Change+323 (+14%)
Value$1.3M (+$163.6K)
Filed 2026-10-09
Kozak & Associates, Inc.
INCREASED
Shares2,590 from 2,573
Change+17 (+1%)
Value$1.6M (+$288.5K)
Filed 2026-10-29
Yankcom Partnership
INCREASED
Shares2,575 from 2,556
Change+19 (+1%)
Value$1.3M (+$9.1K)
Filed 2026-10-15
Markowski Investments
DECREASED
Shares2,568 from 2,677
Change-109 (-4%)
Value$1.3M (-$55.9K)
Filed 2026-10-30
Compton Wealth Advisory Group, LLC
INCREASED
Shares2,567 from 2,262
Change+305 (+13%)
Value$1.3M (+$116.8K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares2,561 from 2,559
Change+2 (+0%)
Value$1.3M (+$226)
Filed 2026-11-02
Realta Investment Advisors
INCREASED
Shares2,555 from 803
Change+1,752 (+218%)
Value$1.3M (+$892.2K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares2,549 from 2,368
Change+181 (+8%)
Value$1.3M (+$53.6K)
Filed 2026-11-02
Davis Capital Management
DECREASED
Shares2,524 from 2,560
Change-36 (-1%)
Value$1.3M (-$18.9K)
Filed 2026-10-08
Orca Wealth Management, LLC
DECREASED
Shares2,521 from 2,537
Change-16 (-1%)
Value$1.3M (-$8.6K)
Filed 2026-10-14
Oak Asset Management, LLC
INCREASED
Shares2,519 from 2,504
Change+15 (+1%)
Value$1.3M (+$7.1K)
Filed 2026-10-13
StrongBox Wealth, LLC
INCREASED
Shares2,513 from 1,463
Change+1,050 (+72%)
Value$1.3M (+$534.4K)
Filed 2026-11-02
RMG Wealth Management LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$1.5M (-$52.5K)
Filed 2026-10-26
Nations Financial Group Inc,
DECREASED
Shares2,496 from 2,669
Change-173 (-6%)
Value$1.3M (-$88.5K)
Filed 2026-11-05
Chesley Taft & Associates LLC
INCREASED
Shares2,495 from 2,391
Change+104 (+4%)
Value$1.3M (+$52.5K)
Filed 2026-10-13
Griffith & Werner, Inc.
DECREASED
Shares2,472 from 3,138
Change-666 (-21%)
Value$1.3M (-$340.4K)
Filed 2026-11-04
Guardian Wealth Management, Inc.
DECREASED
Shares2,471 from 2,499
Change-28 (-1%)
Value$1.3M (-$14.7K)
Filed 2026-10-30
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares2,462 from 2,449
Change+13 (+1%)
Value$1.3M (+$6.1K)
Filed 2026-10-22
Guerra PAN Advisors, LLC
INCREASED
Shares2,457 from 2,445
Change+12 (+0%)
Value$1.3M (+$101.4K)
Filed 2026-10-26
Legal Advantage Investments, Inc.
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$1.2M (-$515)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares2,427 from 2,354
Change+73 (+3%)
Value$1.2M (+$36.6K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares2,404 from 2,260
Change+144 (+6%)
Value$1.2M (+$72.9K)
Filed 2026-10-27
GFS Advisors, LLC
INCREASED
Shares2,400 from 140
Change+2,260 (+1614%)
Value$1.2M (-$4.3K)
Filed 2026-11-03
Cidel Asset Management Inc
DECREASED
Shares2,387 from 2,443
Change-56 (-2%)
Value$1.2M (-$29.0K)
Filed 2026-10-29
True North Advisors, LLC
DECREASED
Shares2,385 from 2,711
Change-326 (-12%)
Value$1.2M (-$166.6K)
Filed 2026-10-22
Applied Finance Capital Management, LLC
NEW
Shares2,384
Change+2,384
Value$1.2M
Filed 2026-11-03
Sierra Summit Advisors LLC
INCREASED
Shares2,381 from 2,320
Change+61 (+3%)
Value$1.2M (+$30.6K)
Filed 2026-10-28
Valley Brook Capital Group, Inc.
UNCHANGED
Shares2,366 from 2,366
Change0 (0%)
Value$1.2M (-$496)
Filed 2026-10-26
Purus Wealth Management, LLC
DECREASED
Shares2,364 from 2,382
Change-18 (-1%)
Value$1.2M (-$9.5K)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares2,361 from 2,025
Change+336 (+17%)
Value$1.2M (+$170.8K)
Filed 2026-10-26
Violich Capital Management, Inc.
DECREASED
Shares2,360 from 2,560
Change-200 (-8%)
Value$1.2M (-$102.4K)
Filed 2026-10-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,350 from 2,293
Change+57 (+2%)
Value$1.2M (+$28.4K)
Filed 2026-10-29
CRA Financial Services, LLC
DECREASED
Shares2,339 from 2,341
Change-2 (0%)
Value$1.2M (-$1.7K)
Filed 2026-10-16
Chilton Capital Management LLC
DECREASED
Shares2,327 from 3,358
Change-1,031 (-31%)
Value$1.2M (-$525.7K)
Filed 2026-10-28
Everhart Financial Group, Inc.
INCREASED
Shares2,311 from 2,250
Change+61 (+3%)
Value$1.2M (+$30.6K)
Filed 2026-10-08
Inlet Private Wealth, LLC
UNCHANGED
Shares2,306 from 2,306
Change0 (0%)
Value$1.2M (-$484)
Filed 2026-10-21
Wealth Group, Ltd.
DECREASED
Shares2,295 from 7,478
Change-5,183 (-69%)
Value$1.2K (-$3.8M)
Filed 2026-10-30
Angeles Wealth Management, LLC
INCREASED
Shares2,285 from 2,272
Change+13 (+1%)
Value$1.2M (+$6.1K)
Filed 2026-10-26
First Financial Bank - Trust Division
DECREASED
Shares2,279 from 2,461
Change-182 (-7%)
Value$1.2M (-$93.2K)
Filed 2026-10-01
Challenger Wealth Management
DECREASED
Shares2,272 from 2,430
Change-158 (-6%)
Value$1.2M (-$81.0K)
Filed 2026-10-30
Karras Company, Inc.
DECREASED
Shares2,269 from 2,307
Change-38 (-2%)
Value$1.2M (-$20.0K)
Filed 2026-10-16
Almanack Investment Partners, Llc.
INCREASED
Shares2,266 from 2,127
Change+139 (+7%)
Value$1.2M (+$70.0K)
Filed 2026-11-03
Mindset Wealth Management, LLC
INCREASED
Shares2,257 from 2,114
Change+143 (+7%)
Value$1.1M (+$72.3K)
Filed 2026-10-19
TritonPoint Partners, LLC
DECREASED
Shares2,252 from 6,990
Change-4,738 (-68%)
Value$1.1M (-$2.4M)
Filed 2026-11-05
Leo Wealth, LLC
NEW
Shares2,245
Change+2,245
Value$1.1M
Filed 2026-10-26
Yardley Wealth Management LLC
INCREASED
Shares2,232 from 2,217
Change+15 (+1%)
Value$1.1M (+$7.0K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
INCREASED
Shares2,231 from 1,897
Change+334 (+18%)
Value$1.1M (+$169.9K)
Filed 2026-10-28
Acima Private Wealth, LLC
UNCHANGED
Shares2,231 from 2,231
Change0 (0%)
Value$1.1M (-$468)
Filed 2026-10-05
Strategic Blueprint, LLC
INCREASED
Shares2,224 from 1,837
Change+387 (+21%)
Value$1.1M (+$196.9K)
Filed 2026-10-22
Gallagher Capital Advisors, LLC
INCREASED
Shares2,221 from 2,207
Change+14 (+1%)
Value$1.1M (+$6.4K)
Filed 2026-10-09
Cornerstone Wealth Group, LLC
INCREASED
Shares2,219 from 2,112
Change+107 (+5%)
Value$1.1M (+$53.9K)
Filed 2026-11-02
Canandaigua National Trust Co of Florida
NEW
Shares2,207
Change+2,207
Value$1.1M
Filed 2026-10-07
Signal Advisors Wealth, LLC
INCREASED
Shares2,207 from 2,163
Change+44 (+2%)
Value$1.1M (+$21.9K)
Filed 2026-10-13
Milestone Asset Management, LLC
DECREASED
Shares2,206 from 2,756
Change-550 (-20%)
Value$1.1M (-$280.3K)
Filed 2026-10-15
Tandem Capital Management Corp
INCREASED
Shares2,200 from 2,175
Change+25 (+1%)
Value$1.1M (+$12.3K)
Filed 2026-10-22
111 Capital
NEW
Shares2,195
Change+2,195
Value$1.1M
Filed 2026-11-03
City State Bank
DECREASED
Shares2,188 from 2,198
Change-10 (0%)
Value$1.1M (-$5.6K)
Filed 2026-10-20
Balboa Wealth Partners
DECREASED
Shares2,185 from 2,270
Change-85 (-4%)
Value$1.1M (-$43.7K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
INCREASED
Shares2,175 from 1,066
Change+1,109 (+104%)
Value$1.1M (+$564.6K)
Filed 2026-11-05
Independence Bank of Kentucky
INCREASED
Shares2,165 from 2,101
Change+64 (+3%)
Value$1.1M (+$32.2K)
Filed 2026-10-26
Harbour Trust & Investment Management Co
DECREASED
Shares2,161 from 2,162
Change-1 (0%)
Value$1.1M (-$963)
Filed 2026-10-28
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares2,161 from 2,161
Change0 (0%)
Value$1.1M (-$454)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares2,150 from 2,255
Change-105 (-5%)
Value$1.1M (-$227.2K)
Filed 2026-10-26
Traphagen Investment Advisors LLC
DECREASED
Shares2,144 from 2,181
Change-37 (-2%)
Value$1.1M (-$19.0K)
Filed 2026-10-14
J.Safra Asset Management Corp
INCREASED
Shares2,143 from 917
Change+1,226 (+134%)
Value$1.1M (+$624.3K)
Filed 2026-11-03
Carret Asset Management, LLC
INCREASED
Shares2,137 from 1,990
Change+147 (+7%)
Value$1.1M (+$74.4K)
Filed 2026-11-04
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares2,137 from 2,135
Change+2 (+0%)
Value$1.1M (+$856)
Filed 2026-10-08
ROI Financial Advisors, LLC
INCREASED
Shares2,136 from 2,042
Change+94 (+5%)
Value$1.1M (+$47.1K)
Filed 2026-10-19
BAR Harbor Wealth Management
INCREASED
Shares2,131 from 2,101
Change+30 (+1%)
Value$1.1M (+$14.8K)
Filed 2026-10-21
Plato Investment Management Ltd
INCREASED
Shares2,125 from 1,782
Change+343 (+19%)
Value$1.1M (+$183.8K)
Filed 2026-11-05
First Premier Bank
UNCHANGED
Shares2,124 from 2,124
Change0 (0%)
Value$1.1K ($0)
Filed 2026-10-13
Investors Research Corp
DECREASED
Shares2,116 from 2,195
Change-79 (-4%)
Value$1.1M (-$40.7K)
Filed 2026-10-07
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares2,114 from 2,032
Change+82 (+4%)
Value$1.1M (+$41.3K)
Filed 2026-11-04
Cooper Financial Group
DECREASED
Shares2,108 from 2,112
Change-4 (0%)
Value$1.1M (-$2.3K)
Filed 2026-10-07
Diversified Management Inc
INCREASED
Shares2,098 from 628
Change+1,470 (+234%)
Value$1.1M (+$748.5K)
Filed 2026-10-08
Lighthouse Financial Services Inc
INCREASED
Shares2,094 from 2,080
Change+14 (+1%)
Value$1.1M (-$19.3K)
Filed 2026-11-02
Capital Advisors Wealth Management, LLC
INCREASED
Shares2,092 from 1,968
Change+124 (+6%)
Value$1.1M (+$62.6K)
Filed 2026-10-09
Red Mountain Financial, LLC
INCREASED
Shares2,091 from 2,086
Change+5 (+0%)
Value$1.1M (+$2.2K)
Filed 2026-11-03
Schear Investment Advisers, LLC
INCREASED
Shares2,068 from 1,390
Change+678 (+49%)
Value$1.1M (+$345.1K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,068 from 1,581
Change+487 (+31%)
Value$1.1M (+$247.7K)
Filed 2026-10-14
3Chopt Investment Partners, LLC
INCREASED
Shares2,066 from 1,839
Change+227 (+12%)
Value$1.1M (+$115.2K)
Filed 2026-10-30
Frank, Rimerman Advisors LLC
INCREASED
Shares2,060 from 1,929
Change+131 (+7%)
Value$1.0M (+$66.3K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares2,054 from 2,053
Change+1 (+0%)
Value$1.0M (+$141)
Filed 2026-11-04
GS Investments, Inc.
DECREASED
Shares2,040 from 2,056
Change-16 (-1%)
Value$1.0M (-$8.6K)
Filed 2026-11-05
CFM Wealth Partners LLC
INCREASED
Shares2,039 from 771
Change+1,268 (+164%)
Value$1.0M (+$645.6K)
Filed 2026-11-05
Strategic Advisors LLC
INCREASED
Shares2,031 from 2,019
Change+12 (+1%)
Value$1.0M (+$6.0K)
Filed 2026-10-13
Kenora Financial, LLC
INCREASED
Shares2,027 from 1,849
Change+178 (+10%)
Value$1.0M (+$90.3K)
Filed 2026-10-20
CWS Financial Advisors, LLC
INCREASED
Shares2,018 from 1,967
Change+51 (+3%)
Value$1.0M (+$25.6K)
Filed 2026-10-16
Aviso Wealth Management
INCREASED
Shares2,016 from 2,008
Change+8 (+0%)
Value$1.0M (+$3.7K)
Filed 2026-11-04
Avior Wealth Management, LLC
DECREASED
Shares1,999 from 2,033
Change-34 (-2%)
Value$1.0M (-$17.4K)
Filed 2026-10-13
DB Fitzpatrick & Co, Inc
DECREASED
Shares1,987 from 2,025
Change-38 (-2%)
Value$1.0M (-$19.8K)
Filed 2026-10-19
Kestra Investment Management, LLC
DECREASED
Shares1,984 from 2,276
Change-292 (-13%)
Value$1.0M (-$149.0K)
Filed 2026-11-04
Sapient Capital LLC
DECREASED
Shares1,980 from 2,171
Change-191 (-9%)
Value$1.0M (-$97.7K)
Filed 2026-10-08
Aegon Asset Management UK PLC
DECREASED
Shares1,974 from 2,735
Change-761 (-28%)
Value$1.0M (-$388.1K)
Filed 2026-11-04
Allen Capital Group, LLC
INCREASED
Shares1,972 from 1,842
Change+130 (+7%)
Value$1.0M (+$65.8K)
Filed 2026-10-27
Harbour Capital Advisors, LLC
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$1.0M (-$27.5K)
Filed 2026-10-13
Arvest Investments, Inc.
INCREASED
Shares1,958 from 1,945
Change+13 (+1%)
Value$997.4K (+$6.2K)
Filed 2026-10-21
Brady Martz Wealth Solutions, LLC
DECREASED
Shares1,952 from 2,148
Change-196 (-9%)
Value$994.0K (-$100.2K)
Filed 2026-11-05
NBH Bank
DECREASED
Shares1,944 from 1,959
Change-15 (-1%)
Value$990.0K (-$8.1K)
Filed 2026-11-05
Gables Capital Management Inc.
DECREASED
Shares1,934 from 1,964
Change-30 (-2%)
Value$984.9K (-$15.7K)
Filed 2026-11-04
MCF Advisors LLC
INCREASED
Shares1,930 from 1,873
Change+57 (+3%)
Value$982.9K (+$28.6K)
Filed 2026-10-28
Harmony Asset Management LLC
INCREASED
Shares1,929 from 1,852
Change+77 (+4%)
Value$982.5K (+$38.9K)
Filed 2026-10-20
Powell Investment Advisors, LLC
UNCHANGED
Shares1,927 from 1,927
Change0 (0%)
Value$981.3K (-$404)
Filed 2026-10-22
Financial Security Advisor, Inc.
DECREASED
Shares1,922 from 2,035
Change-113 (-6%)
Value$978.6K (-$58.0K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
DECREASED
Shares1,920 from 1,953
Change-33 (-2%)
Value$977.8K (-$17.2K)
Filed 2026-10-30
Range Financial Group LLC
DECREASED
Shares1,911 from 1,973
Change-62 (-3%)
Value$973.3K (-$31.8K)
Filed 2026-10-21
PDS Planning, Inc
INCREASED
Shares1,910 from 1,905
Change+5 (+0%)
Value$972.4K (+$1.7K)
Filed 2026-11-03
InvesTrust
UNCHANGED
Shares1,906 from 1,906
Change0 (0%)
Value$970.6K (-$400)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares1,903 from 1,701
Change+202 (+12%)
Value$969.0K (+$102.3K)
Filed 2026-10-28
Asset Planning,Inc
DECREASED
Shares1,903 from 1,912
Change-9 (0%)
Value$969.0K (-$5.2K)
Filed 2026-10-26
Alessandra Capital Management, LLC
INCREASED
Shares1,902 from 1,675
Change+227 (+14%)
Value$968.6K (+$115.3K)
Filed 2026-10-30
Cigna Investments Inc
DECREASED
Shares1,901 from 1,934
Change-33 (-2%)
Value$968 (-$985.0K)
Filed 2026-10-19
Eads & Heald Wealth Management
INCREASED
Shares1,894 from 1,822
Change+72 (+4%)
Value$964.5K (+$36.3K)
Filed 2026-10-29
DeDora Capital, Inc.
INCREASED
Shares1,891 from 1,880
Change+11 (+1%)
Value$962.7K (+$4.7K)
Filed 2026-10-26
Marathon Capital Management
DECREASED
Shares1,889 from 2,339
Change-450 (-19%)
Value$962.0K (-$229.7K)
Filed 2026-10-23
Wynn Capital, LLC
DECREASED
Shares1,885 from 1,889
Change-4 (0%)
Value$959.9K (-$2.4K)
Filed 2026-10-13
Klingman & Associates, LLC
DECREASED
Shares1,884 from 1,899
Change-15 (-1%)
Value$959.4K (-$8.0K)
Filed 2026-10-20
KPP Advisory Services LLC
DECREASED
Shares1,882 from 2,100
Change-218 (-10%)
Value$958.6K (-$111.4K)
Filed 2026-10-26
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares1,879 from 1,902
Change-23 (-1%)
Value$956.7K (-$12.4K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares1,875 from 1,241
Change+634 (+51%)
Value$954.8K (+$322.6K)
Filed 2026-11-04
Pinion Investment Advisors, LLC
DECREASED
Shares1,870 from 1,877
Change-7 (0%)
Value$952.2K (-$4.3K)
Filed 2026-11-04
Decker Wealth Management LLC
INCREASED
Shares1,866 from 1,768
Change+98 (+6%)
Value$950.1K (+$49.4K)
Filed 2026-10-09
Altus Wealth Group LLC
DECREASED
Shares1,864 from 1,882
Change-18 (-1%)
Value$949.2K (-$9.6K)
Filed 2026-10-20
LexAurum Advisors, LLC
DECREASED
Shares1,862 from 1,959
Change-97 (-5%)
Value$948.2K (-$49.8K)
Filed 2026-10-19
Curtis Advisory Group, LLC
DECREASED
Shares1,860 from 1,880
Change-20 (-1%)
Value$947.2K (-$10.6K)
Filed 2026-10-28
D.B. Root & Company, LLC
INCREASED
Shares1,858 from 1,712
Change+146 (+9%)
Value$946.3K (+$74.0K)
Filed 2026-11-04
71 West Capital Partners
INCREASED
Shares1,856 from 1,686
Change+170 (+10%)
Value$945.2K (+$86.2K)
Filed 2026-11-04
Rare Wolf Capital LLC
INCREASED
Shares1,856 from 1,778
Change+78 (+4%)
Value$945.2K (+$39.3K)
Filed 2026-10-20
Appleton Partners Inc
DECREASED
Shares1,855 from 2,023
Change-168 (-8%)
Value$945 (-$1.0M)
Filed 2026-10-30
Oakworth Capital, Inc.
DECREASED
Shares1,852 from 1,877
Change-25 (-1%)
Value$943.1K (-$17.6K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
INCREASED
Shares1,842 from 1,781
Change+61 (+3%)
Value$938.0K (+$30.7K)
Filed 2026-11-02
Capstone Capital Management Ltd
NEW
Shares1,840
Change+1,840
Value$937.0K
Filed 2026-10-21
Coastline Trust Co
DECREASED
Shares1,839 from 2,201
Change-362 (-16%)
Value$936.5K (-$184.8K)
Filed 2026-10-01
Northcape Wealth Management, LLC
INCREASED
Shares1,824 from 1,808
Change+16 (+1%)
Value$928.9K (+$7.9K)
Filed 2026-11-04
Keudell ison Wealth Management
DECREASED
Shares1,822 from 1,879
Change-57 (-3%)
Value$927.9K (-$29.4K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
DECREASED
Shares1,814 from 1,864
Change-50 (-3%)
Value$923.6K (-$26.2K)
Filed 2026-10-13
Capital Investment Counsel, LLC
DECREASED
Shares1,800 from 1,831
Change-31 (-2%)
Value$916.7K (-$16.2K)
Filed 2026-10-14
Capital Square, LLC
INCREASED
Shares1,793 from 1,774
Change+19 (+1%)
Value$913.1K (-$15.1K)
Filed 2026-10-19
Inscription Capital, LLC
DECREASED
Shares1,788 from 1,864
Change-76 (-4%)
Value$910.3K (-$39.5K)
Filed 2026-11-02
Mechanics Financial Corp
UNCHANGED
Shares1,772 from 1,772
Change0 (0%)
Value$902.4K (-$372)
Filed 2026-11-05
Illinois Municipal Retirement Fund
NEW
Shares1,760
Change+1,760
Value$896.3K
Filed 2026-11-05
Gradient Capital Advisors, LLC
INCREASED
Shares1,757 from 1,725
Change+32 (+2%)
Value$894.9K (+$16.0K)
Filed 2026-10-21
Spirit of America Management Corp
INCREASED
Shares1,750 from 1,350
Change+400 (+30%)
Value$891.2K (+$203.4K)
Filed 2026-10-14
Macroview Investment Management LLC
DECREASED
Shares1,750 from 1,756
Change-6 (0%)
Value$891.2K (-$3.4K)
Filed 2026-10-26
Columbia Bank
INCREASED
Shares1,749 from 1,707
Change+42 (+2%)
Value$890.7K (+$21.0K)
Filed 2026-10-29
Tableaux LLC
UNCHANGED
Shares1,748 from 1,748
Change0 (0%)
Value$890.4K (-$367)
Filed 2026-10-23
Certior Financial Group, LLC
DECREASED
Shares1,746 from 1,756
Change-10 (-1%)
Value$889.2K (-$5.5K)
Filed 2026-10-19
Investment Partners, Ltd.
INCREASED
Shares1,741 from 1,474
Change+267 (+18%)
Value$886.3K (+$135.1K)
Filed 2026-10-29
Mitchell & Pahl Private Wealth, LLC
UNCHANGED
Shares1,741 from 1,741
Change0 (0%)
Value$886.6K (-$366)
Filed 2026-10-14
Radnor Capital Management, LLC
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$881.0K (-$363)
Filed 2026-10-23
J. Safra Sarasin Holding AG
INCREASED
Shares1,726 from 1,679
Change+47 (+3%)
Value$879.0K (+$23.3K)
Filed 2026-10-26
Anchyra Partners LLC
INCREASED
Shares1,725 from 1,717
Change+8 (+0%)
Value$878.5K (+$3.7K)
Filed 2026-10-13
Regent Peak Wealth Advisors LLC
INCREASED
Shares1,716 from 1,513
Change+203 (+13%)
Value$873.7K (+$103.1K)
Filed 2026-10-13
Zullo Investment Group, Inc.
INCREASED
Shares1,705 from 1,699
Change+6 (+0%)
Value$868.4K (+$2.4K)
Filed 2026-10-20
Landmark Wealth Management, LLC
UNCHANGED
Shares1,704 from 1,704
Change0 (0%)
Value$868.0K (-$358)
Filed 2026-11-03
Wright Investors Service Inc
INCREASED
Shares1,701 from 1,699
Change+2 (+0%)
Value$866.2K (+$661)
Filed 2026-11-02
Plimoth Trust Co LLC
DECREASED
Shares1,700 from 1,717
Change-17 (-1%)
Value$865.7K (-$9.0K)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
INCREASED
Shares1,692 from 1,645
Change+47 (+3%)
Value$862.0K (+$23.6K)
Filed 2026-10-29
Profund Advisors LLC
DECREASED
Shares1,688 from 1,966
Change-278 (-14%)
Value$859.6K (-$142.0K)
Filed 2026-10-29
Veracity Capital LLC
DECREASED
Shares1,680 from 1,709
Change-29 (-2%)
Value$855.7K (-$15.0K)
Filed 2026-10-08
Beese Fulmer Investment Management, Inc.
DECREASED
Shares1,678 from 2,354
Change-676 (-29%)
Value$854.6K (-$344.6K)
Filed 2026-10-23
Lyell Wealth Management, LP
INCREASED
Shares1,678 from 1,111
Change+567 (+51%)
Value$854.5K (+$288.5K)
Filed 2026-10-30
United Advisor Group, LLC
INCREASED
Shares1,678 from 1,507
Change+171 (+11%)
Value$854.3K (+$86.5K)
Filed 2026-11-03
Peoples Financial Services Corp.
DECREASED
Shares1,672 from 1,707
Change-35 (-2%)
Value$851.5K (-$18.2K)
Filed 2026-10-20
Asset Advisory Group, Inc.
UNCHANGED
Shares1,666 from 1,666
Change0 (0%)
Value$848.5K (-$333)
Filed 2026-10-20
Eagle Rock Investment Company, LLC
DECREASED
Shares1,659 from 2,577
Change-918 (-36%)
Value$844.7K (-$468.0K)
Filed 2026-10-21
Aspen Investment Management Inc
DECREASED
Shares1,659 from 1,769
Change-110 (-6%)
Value$845 (-$56)
Filed 2026-11-05
Keystone Financial Planning, Inc.
DECREASED
Shares1,657 from 1,732
Change-75 (-4%)
Value$843.8K (-$38.6K)
Filed 2026-10-08
Integrity Investment Advisors, LLC
INCREASED
Shares1,652 from 1,634
Change+18 (+1%)
Value$841.3K (+$8.8K)
Filed 2026-11-03
Asset Dedication, LLC
DECREASED
Shares1,650 from 1,683
Change-33 (-2%)
Value$840.5K (-$17.1K)
Filed 2026-11-03
Crescent Sterling, Ltd.
INCREASED
Shares1,649 from 1,577
Change+72 (+5%)
Value$839.8K (+$36.3K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares1,642 from 1,832
Change-190 (-10%)
Value$836.0K (-$97.2K)
Filed 2026-10-14
Integris Wealth Management, LLC
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$835.2K (-$345)
Filed 2026-10-14
DKM Wealth Management, Inc.
INCREASED
Shares1,637 from 1,630
Change+7 (+0%)
Value$833.7K (+$3.2K)
Filed 2026-10-09
Berkshire Money Management, Inc.
NEW
Shares1,632
Change+1,632
Value$831.3K
Filed 2026-10-21
Hourglass Capital, LLC
DECREASED
Shares1,630 from 2,070
Change-440 (-21%)
Value$830.1K (-$224.3K)
Filed 2026-10-26
Navigation Group, LLC
INCREASED
Shares1,624 from 1,501
Change+123 (+8%)
Value$827.2K (+$62.6K)
Filed 2026-10-28
Howard Capital Management, LLC
DECREASED
Shares1,624 from 1,642
Change-18 (-1%)
Value$826.8K (-$9.5K)
Filed 2026-10-16
Total Wealth Planning & Management, Inc.
INCREASED
Shares1,623 from 1,440
Change+183 (+13%)
Value$826.3K (+$92.4K)
Filed 2026-10-23
SeaCrest Wealth Management, LLC
INCREASED
Shares1,621 from 1,575
Change+46 (+3%)
Value$825.3K (+$22.7K)
Filed 2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED
Shares1,618 from 1,672
Change-54 (-3%)
Value$819.9K (-$31.7K)
Filed 2026-10-09
Hudock, Inc.
DECREASED
Shares1,612 from 1,823
Change-211 (-12%)
Value$821.2K (-$107.7K)
Filed 2026-10-14
Bank of Stockton
DECREASED
Shares1,611 from 1,731
Change-120 (-7%)
Value$820.4K (-$61.5K)
Filed 2026-10-20
Garner Asset Management Corp
DECREASED
Shares1,609 from 1,638
Change-29 (-2%)
Value$1.0M (+$188.1K)
Filed 2026-10-30
Putney Financial Group LLC
INCREASED
Shares1,604 from 1,545
Change+59 (+4%)
Value$816.8K (+$29.7K)
Filed 2026-10-30
United Community Bank
INCREASED
Shares1,599 from 1,571
Change+28 (+2%)
Value$814.3K (+$13.9K)
Filed 2026-10-28
McAdam, LLC
INCREASED
Shares1,596 from 1,525
Change+71 (+5%)
Value$812.8K (+$36.1K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,594 from 1,486
Change+108 (+7%)
Value$811.8K (+$54.0K)
Filed 2026-10-13
WP Advisors, LLC
DECREASED
Shares1,591 from 1,626
Change-35 (-2%)
Value$810.6K (-$17.9K)
Filed 2026-10-22
Forza Wealth Management, LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$809.7K (-$333)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED
Shares1,589 from 1,653
Change-64 (-4%)
Value$809.2K (-$33.1K)
Filed 2026-10-16
Steinberganna Wealth Management
INCREASED
Shares1,587 from 1,404
Change+183 (+13%)
Value$808.3K (+$93.0K)
Filed 2026-10-23
MSH Capital Advisors LLC
INCREASED
Shares1,583 from 1,563
Change+20 (+1%)
Value$806.0K (+$9.7K)
Filed 2026-11-03
Curated Wealth Partners LLC
INCREASED
Shares1,582 from 716
Change+866 (+121%)
Value$805.6K (+$440.9K)
Filed 2026-10-15
Chapin Davis, Inc.
DECREASED
Shares1,561 from 2,558
Change-997 (-39%)
Value$794.9K (-$508.3K)
Filed 2026-10-09
WBH Advisory Inc
INCREASED
Shares1,560 from 1,350
Change+210 (+16%)
Value$794.5K (+$106.7K)
Filed 2026-11-05
TL Private Wealth
DECREASED
Shares1,560 from 1,660
Change-100 (-6%)
Value$798.5K (-$90.2K)
Filed 2026-10-13
Iams Wealth Management, LLC
INCREASED
Shares1,559 from 1,189
Change+370 (+31%)
Value$794.3K (+$188.3K)
Filed 2026-10-15
Lebenthal Global Advisors, LLC
INCREASED
Shares1,559 from 1,265
Change+294 (+23%)
Value$793.9K (+$149.5K)
Filed 2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
NEW
Shares1,557
Change+1,557
Value$793
Filed 2026-10-22
Hoey Investments, Inc
DECREASED
Shares1,554 from 1,575
Change-21 (-1%)
Value$791.4K (-$11.0K)
Filed 2026-10-29
Clark Wealth Partners
DECREASED
Shares1,552 from 1,620
Change-68 (-4%)
Value$790.5K (-$34.7K)
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
INCREASED
Shares1,538 from 1,523
Change+15 (+1%)
Value$783.2K (+$7.3K)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares1,533 from 1,541
Change-8 (-1%)
Value$778.8K (-$6.2K)
Filed 2026-11-02
HCR Wealth Advisors
INCREASED
Shares1,524 from 1,498
Change+26 (+2%)
Value$776.1K (+$12.9K)
Filed 2026-10-15
James Investment Research, Inc.
DECREASED
Shares1,522 from 1,674
Change-152 (-9%)
Value$775.1K (-$77.8K)
Filed 2026-10-22
V-Square Quantitative Management LLC
INCREASED
Shares1,522 from 1,385
Change+137 (+10%)
Value$775.1K (+$69.5K)
Filed 2026-10-15
StoneRidge PMG Advisors, LLC
NEW
Shares1,518
Change+1,518
Value$773
Filed 2026-11-04
Kennebec Savings Bank
INCREASED
Shares1,516 from 1,500
Change+16 (+1%)
Value$772.0K (+$7.8K)
Filed 2026-10-22
Wealth Alliance Advisory Group, LLC
INCREASED
Shares1,513 from 1,449
Change+64 (+4%)
Value$770.7K (+$32.3K)
Filed 2026-10-14
William B. Walkup & Associates, Inc.
DECREASED
Shares1,510 from 1,516
Change-6 (0%)
Value$769.0K (-$3.8K)
Filed 2026-11-05
Hilltop National Bank
DECREASED
Shares1,506 from 1,689
Change-183 (-11%)
Value$766.9K (-$93.5K)
Filed 2026-10-14
Solidarity Wealth, LLC
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$760.3K (-$314)
Filed 2026-10-15
Clear Harbor Asset Management, LLC
NEW
Shares1,491
Change+1,491
Value$759.3K
Filed 2026-11-05
Aaron Wealth Advisors LLC
DECREASED
Shares1,490 from 1,858
Change-368 (-20%)
Value$759.0K (-$187.8K)
Filed 2026-10-13
Triton Wealth Management, Pllc
INCREASED
Shares1,490 from 1,127
Change+363 (+32%)
Value$962.9K (+$368.0K)
Filed 2026-11-04
Vicus Capital
INCREASED
Shares1,489 from 1,431
Change+58 (+4%)
Value$758.2K (+$29.3K)
Filed 2026-11-05
Vision Financial Markets LLC
INCREASED
Shares1,487 from 1,472
Change+15 (+1%)
Value$753.1K (-$6.0K)
Filed 2026-10-22
Balefire, LLC
DECREASED
Shares1,473 from 1,499
Change-26 (-2%)
Value$750.2K (-$13.6K)
Filed 2026-10-09
Essential Investment Partners LLC
DECREASED
Shares1,473 from 1,495
Change-22 (-1%)
Value$750.1K (-$11.5K)
Filed 2026-10-27
Gerald Baker Financial Group LLC
INCREASED
Shares1,473 from 1,467
Change+6 (+0%)
Value$750.1K (+$2.7K)
Filed 2026-10-09
Richards, Merrill & Peterson, Inc.
INCREASED
Shares1,472 from 1,427
Change+45 (+3%)
Value$749.6K (+$22.8K)
Filed 2026-10-19
Legacy Wealth Asset Management, LLC
DECREASED
Shares1,470 from 1,497
Change-27 (-2%)
Value$748.6K (-$14.1K)
Filed 2026-10-09
Altfest L J & Co Inc
INCREASED
Shares1,464 from 1,298
Change+166 (+13%)
Value$745.6K (+$84.5K)
Filed 2026-10-27
Ti-Trust, Inc
UNCHANGED
Shares1,464 from 1,464
Change0 (0%)
Value$745.5K (-$307)
Filed 2026-10-21
Chicago Capital, LLC
UNCHANGED
Shares1,462 from 1,462
Change0 (0%)
Value$744.6K (-$307)
Filed 2026-10-13
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares1,460 from 1,374
Change+86 (+6%)
Value$743.6K (+$43.3K)
Filed 2026-10-09
WealthBridge Capital Management, LLC
DECREASED
Shares1,459 from 1,467
Change-8 (-1%)
Value$742.8K (-$4.3K)
Filed 2026-10-16
Advisor OS, LLC
DECREASED
Shares1,453 from 1,897
Change-444 (-23%)
Value$740.3K (-$226.3K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares1,450 from 1,399
Change+51 (+4%)
Value$738.4K (+$25.7K)
Filed 2026-10-22
Opinicus Capital, Inc.
INCREASED
Shares1,438 from 1,425
Change+13 (+1%)
Value$732.5K (+$6.5K)
Filed 2026-10-28
Crusonia Wealth Advisors LLC
DECREASED
Shares1,437 from 1,585
Change-148 (-9%)
Value$731.8K (-$75.8K)
Filed 2026-10-26
Aspiriant, LLC
DECREASED
Shares1,437 from 1,453
Change-16 (-1%)
Value$731.8K (-$8.5K)
Filed 2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED
Shares1,432 from 1,455
Change-23 (-2%)
Value$729.2K (-$12.2K)
Filed 2026-10-15
Sanders Morris Harris LLC
NEW
Shares1,430
Change+1,430
Value$732.1K
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED
Shares1,430 from 1,445
Change-15 (-1%)
Value$728.2K (-$7.9K)
Filed 2026-11-02
Western Financial Corp
DECREASED
Shares1,421 from 7,984
Change-6,563 (-82%)
Value$723.9K (-$3.3M)
Filed 2026-10-14
Walker Asset Management, LLC
DECREASED
Shares1,420 from 1,816
Change-396 (-22%)
Value$723.0K (-$202.1K)
Filed 2026-10-13
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares1,420 from 1,294
Change+126 (+10%)
Value$723.1K (+$64.1K)
Filed 2026-10-22
First Merchants Corp
DECREASED
Shares1,407 from 1,417
Change-10 (-1%)
Value$716.5K (-$5.4K)
Filed 2026-10-15
Financiere des Professionnels - Fonds d'investissement inc.
NEW
Shares1,405
Change+1,405
Value$715.5K
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares1,405 from 1,389
Change+16 (+1%)
Value$715.5K (+$7.9K)
Filed 2026-10-29
WealthPLAN Partners, LLC
DECREASED
Shares1,400 from 1,535
Change-135 (-9%)
Value$713.0K (-$68.9K)
Filed 2026-10-15
Union Savings Bank
DECREASED
Shares1,399 from 1,407
Change-8 (-1%)
Value$712.4K (-$4.3K)
Filed 2026-10-14
Duncker Streett & Co Inc
UNCHANGED
Shares1,399 from 1,399
Change0 (0%)
Value$712.4K (-$294)
Filed 2026-10-27
Trust Co
DECREASED
Shares1,398 from 1,591
Change-193 (-12%)
Value$711.9K (-$98.7K)
Filed 2026-10-09
Ascent Wealth Partners, LLC
NEW
Shares1,393
Change+1,393
Value$709.2K
Filed 2026-10-23
Toth Financial Advisory Corp
INCREASED
Shares1,393 from 1,374
Change+19 (+1%)
Value$709.5K (+$9.7K)
Filed 2026-10-08
Aspetuck Financial Management LLC
INCREASED
Shares1,383 from 1,352
Change+31 (+2%)
Value$704.3K (+$15.5K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares1,383 from 1,390
Change-7 (0%)
Value$704.2K (-$3.8K)
Filed 2026-10-13
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares1,382 from 1,412
Change-30 (-2%)
Value$703.8K (-$15.6K)
Filed 2026-10-05
Tempus Wealth Planning, LLC
INCREASED
Shares1,379 from 1,135
Change+244 (+22%)
Value$702.2K (+$124.0K)
Filed 2026-10-14
Chatham Capital Group, Inc.
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$701.2K (-$289)
Filed 2026-10-16
BCS Wealth Management
INCREASED
Shares1,376 from 1,357
Change+19 (+1%)
Value$700.7K (+$9.4K)
Filed 2026-11-03
Cohen Investment Advisors LLC
INCREASED
Shares1,375 from 1,334
Change+41 (+3%)
Value$700.2K (+$20.6K)
Filed 2026-10-20
Roman Butler Fullerton & Co
INCREASED
Shares1,370 from 1,364
Change+6 (+0%)
Value$751.3K (+$41.2K)
Filed 2026-10-27
Bullock Wealth Management Group
INCREASED
Shares1,369 from 1,343
Change+26 (+2%)
Value$692.1K (-$8.7K)
Filed 2026-10-09
Argyle Capital Partners, LLC
INCREASED
Shares1,364 from 1,272
Change+92 (+7%)
Value$694.7K (+$46.4K)
Filed 2026-10-23
J2 Capital Management Inc
DECREASED
Shares1,358 from 1,367
Change-9 (-1%)
Value$691.5K (-$4.9K)
Filed 2026-10-19
Rockland Trust Co
DECREASED
Shares1,357 from 1,467
Change-110 (-7%)
Value$691.1K (-$56.3K)
Filed 2026-10-05
Birchbrook, Inc.
DECREASED
Shares1,352 from 1,408
Change-56 (-4%)
Value$688.4K (-$28.7K)
Filed 2026-10-14
Rockingstone Advisors LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$687.5K (-$283)
Filed 2026-10-16
Olistico Wealth, LLC
UNCHANGED
Shares1,349 from 1,349
Change0 (0%)
Value$687.0K (-$284)
Filed 2026-10-05
Monument Capital Management
INCREASED
Shares1,345 from 967
Change+378 (+39%)
Value$685.0K (+$192.4K)
Filed 2026-10-09
LVW Advisors, LLC
INCREASED
Shares1,336 from 1,225
Change+111 (+9%)
Value$680.4K (+$56.3K)
Filed 2026-10-19
Associated Banc-Corp
DECREASED
Shares1,336 from 1,373
Change-37 (-3%)
Value$680.4K (-$19.1K)
Filed 2026-10-30
Victory Financial Group, LLC
INCREASED
Shares1,332 from 1,049
Change+283 (+27%)
Value$678.4K (+$143.9K)
Filed 2026-10-27
Buckhead Capital Management LLC
DECREASED
Shares1,332 from 1,364
Change-32 (-2%)
Value$678.3K (-$16.6K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$678.3K ($0)
Filed 2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares1,329 from 1,329
Change0 (0%)
Value$676.9K (-$262)
Filed 2026-10-15
Mather Group, Llc.
DECREASED
Shares1,325 from 1,512
Change-187 (-12%)
Value$674.7K (-$95.5K)
Filed 2026-10-14
Absher Wealth Management, LLC
DECREASED
Shares1,324 from 1,345
Change-21 (-2%)
Value$674.2K (-$11.0K)
Filed 2026-11-02
PTM Wealth Management, LLC
INCREASED
Shares1,322 from 879
Change+443 (+50%)
Value$674.6K (+$162.7K)
Filed 2026-10-23
Global Assets Advisory, LLC
INCREASED
Shares1,321 from 1,139
Change+182 (+16%)
Value$668.5K (+$77.9K)
Filed 2026-10-28
Patten Group, Inc.
INCREASED
Shares1,319 from 1,205
Change+114 (+9%)
Value$671.6K (+$57.7K)
Filed 2026-10-26
Semus Wealth Partners LLC
INCREASED
Shares1,318 from 1,304
Change+14 (+1%)
Value$671.2K (+$6.7K)
Filed 2026-10-22
RW Investment Management LLC
INCREASED
Shares1,312 from 1,246
Change+66 (+5%)
Value$668.1K (+$33.3K)
Filed 2026-11-03
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,311 from 1,285
Change+26 (+2%)
Value$667.7K (+$13.1K)
Filed 2026-10-22
Ironwood Financial, llc
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$667.1K (-$15.0K)
Filed 2026-10-20
Finer Wealth Management, Inc.
DECREASED
Shares1,308 from 1,869
Change-561 (-30%)
Value$666.1K (-$286.1K)
Filed 2026-10-16
Allen Investment Management, LLC
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$665.5K (-$274)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares1,304 from 1,069
Change+235 (+22%)
Value$664.0K (+$119.3K)
Filed 2026-10-08
CFS Investment Advisory Services, LLC
INCREASED
Shares1,304 from 1,096
Change+208 (+19%)
Value$665.2K (+$66.9K)
Filed 2026-10-19
Swmg, LLC
INCREASED
Shares1,303 from 836
Change+467 (+56%)
Value$768.7K (+$338.1K)
Filed 2026-10-23
Canopy Partners, LLC
INCREASED
Shares1,303 from 1,266
Change+37 (+3%)
Value$663.6K (+$18.6K)
Filed 2026-10-28
BankPlus Wealth Management LLC
INCREASED
Shares1,301 from 1,246
Change+55 (+4%)
Value$663.2K (+$27.5K)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares1,299 from 1,346
Change-47 (-3%)
Value$661.5K (-$24.2K)
Filed 2026-10-30
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,285 from 1,301
Change-16 (-1%)
Value$654.4K (-$8.4K)
Filed 2026-11-02
Verus Capital Partners, LLC
INCREASED
Shares1,284 from 1,195
Change+89 (+7%)
Value$653.8K (+$45.0K)
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
INCREASED
Shares1,280 from 1,278
Change+2 (+0%)
Value$651.8K (+$750)
Filed 2026-11-03
Burns J W & Co Inc
DECREASED
Shares1,271 from 1,284
Change-13 (-1%)
Value$647.1K (-$6.8K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
INCREASED
Shares1,269 from 1,192
Change+77 (+6%)
Value$646.5K (+$39.3K)
Filed 2026-10-29
Trueblood Wealth Management, LLC
INCREASED
Shares1,257 from 1,256
Change+1 (+0%)
Value$640.3K (+$453)
Filed 2026-10-23
Advisors Management Group Inc
NEW
Shares1,253
Change+1,253
Value$638
Filed 2026-11-05
Portus Wealth Advisors, LLC
INCREASED
Shares1,253 from 1,246
Change+7 (+1%)
Value$637.9K (+$3.3K)
Filed 2026-10-13
Vivid Wealth Management, LLC
INCREASED
Shares1,251 from 1,243
Change+8 (+1%)
Value$636.8K (+$3.6K)
Filed 2026-10-27
River Street Advisors LLC
DECREASED
Shares1,248 from 1,257
Change-9 (-1%)
Value$635.5K (-$4.8K)
Filed 2026-10-22
Paragon Private Wealth Management, LLC
INCREASED
Shares1,243 from 1,169
Change+74 (+6%)
Value$632.9K (+$37.7K)
Filed 2026-10-20
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares1,238 from 1,081
Change+157 (+15%)
Value$630.5K (+$79.7K)
Filed 2026-10-14
Tilia Fiduciary Partners, Inc.
DECREASED
Shares1,223 from 1,251
Change-28 (-2%)
Value$622.8K (-$14.5K)
Filed 2026-10-09
Taylor Financial Group, Inc.
DECREASED
Shares1,217 from 3,279
Change-2,062 (-63%)
Value$619.8K (-$1.1M)
Filed 2026-11-02
Catalyst Private Wealth, LLC
INCREASED
Shares1,216 from 985
Change+231 (+23%)
Value$619.1K (+$117.4K)
Filed 2026-10-13
October Effect Ltd
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$616.2K (-$254)
Filed 2026-10-20
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares1,206 from 1,206
Change0 (0%)
Value$614.2K (-$253)
Filed 2026-10-29
Investment Management Trust, LLC
INCREASED
Shares1,204 from 1,196
Change+8 (+1%)
Value$613.3K (+$3.8K)
Filed 2026-11-05
Forest Hill Capital, LLC
NEW
Shares1,200
Change+1,200
Value$611.1K
Filed 2026-11-05
Old North State Wealth Management, LLC
INCREASED
Shares1,200 from 1,187
Change+13 (+1%)
Value$615.4K (+$7.9K)
Filed 2026-10-22
KW Wealth Management LLC
NEW
Shares1,198
Change+1,198
Value$610.5K
Filed 2026-10-28
Mezzasalma Advisors, LLC
DECREASED
Shares1,197 from 1,238
Change-41 (-3%)
Value$609.6K (-$21.1K)
Filed 2026-10-14
Prota Financial, LLC
DECREASED
Shares1,191 from 1,204
Change-13 (-1%)
Value$602.1K (-$26.2K)
Filed 2026-10-08
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$606 (-$605.4K)
Filed 2026-11-05
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,187 from 871
Change+316 (+36%)
Value$604.3K (+$160.5K)
Filed 2026-10-20
Woodward Diversified Capital, LLC
INCREASED
Shares1,186 from 1,083
Change+103 (+10%)
Value$604.1K (+$52.2K)
Filed 2026-10-21
Financial Management Professionals, Inc.
DECREASED
Shares1,182 from 1,191
Change-9 (-1%)
Value$601.9K (-$4.7K)
Filed 2026-10-23
Enterprise Financial Services Corp
INCREASED
Shares1,182 from 1,176
Change+6 (+1%)
Value$601.9K (+$2.8K)
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares1,179 from 1,180
Change-1 (0%)
Value$600.6K (-$782)
Filed 2026-10-13
NWF Advisory Services Inc.
DECREASED
Shares1,178 from 1,188
Change-10 (-1%)
Value$600.4K (-$5.2K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$599.4K (-$247)
Filed 2026-10-22
Formidable Asset Management, LLC
INCREASED
Shares1,174 from 1,163
Change+11 (+1%)
Value$598.1K (-$104.8K)
Filed 2026-11-03
Beacon Bank & Trust
DECREASED
Shares1,173 from 1,290
Change-117 (-9%)
Value$597.4K (-$59.9K)
Filed 2026-10-27
Ipsen Advisor Group LLC
DECREASED
Shares1,166 from 1,168
Change-2 (0%)
Value$593.8K (-$1.4K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,164 from 1,149
Change+15 (+1%)
Value$592.9K (+$7.4K)
Filed 2026-10-14
Insight Advisors, LLC/ PA
DECREASED
Shares1,162 from 1,168
Change-6 (-1%)
Value$591.8K (-$3.0K)
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,159 from 1,125
Change+34 (+3%)
Value$590.4K (+$17.3K)
Filed 2026-10-28
Bluedoor Private Wealth, LLC
INCREASED
Shares1,156 from 1,014
Change+142 (+14%)
Value$588.7K (+$72.1K)
Filed 2026-11-05
Biltmore Family Office, LLC
INCREASED
Shares1,156 from 1,152
Change+4 (+0%)
Value$588.7K (+$1.8K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED
Shares1,155 from 1,082
Change+73 (+7%)
Value$588.0K (+$36.6K)
Filed 2026-10-19
Shum Financial Group, Inc.
DECREASED
Shares1,153 from 1,172
Change-19 (-2%)
Value$587.2K (-$9.9K)
Filed 2026-10-13
Bill Few Associates, Inc.
INCREASED
Shares1,151 from 1,146
Change+5 (+0%)
Value$585.9K (+$2.1K)
Filed 2026-10-09
Smith Thornton Advisors LLC
INCREASED
Shares1,149 from 1,148
Change+1 (+0%)
Value$585.3K (-$12.3K)
Filed 2026-10-16
Kelly Financial Services LLC
DECREASED
Shares1,145 from 1,271
Change-126 (-10%)
Value$583.1K (-$64.2K)
Filed 2026-10-20
Mitchell Sinkler & Starr
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$580.5K (-$239)
Filed 2026-10-13
Matisse Capital
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$580.0K (-$239)
Filed 2026-10-29
Legacy Private Trust Co.
DECREASED
Shares1,138 from 1,230
Change-92 (-7%)
Value$579.5K (-$47.1K)
Filed 2026-10-06
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,137 from 1,098
Change+39 (+4%)
Value$579.1K (+$19.6K)
Filed 2026-10-13
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,131 from 838
Change+293 (+35%)
Value$576.2K (+$149.0K)
Filed 2026-11-03
Landaas & Co
INCREASED
Shares1,131 from 1,119
Change+12 (+1%)
Value$576.0K (+$5.9K)
Filed 2026-10-29
HF Advisory Group, LLC
DECREASED
Shares1,129 from 1,150
Change-21 (-2%)
Value$574.9K (-$11.3K)
Filed 2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,129 from 1,129
Change0 (0%)
Value$575.2K ($0)
Filed 2026-11-03
AMG National Trust Bank
DECREASED
Shares1,122 from 1,150
Change-28 (-2%)
Value$571.4K (-$14.5K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
DECREASED
Shares1,115 from 1,151
Change-36 (-3%)
Value$568.0K (-$18.5K)
Filed 2026-10-21
Sidoxia Capital Management, LLC
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$567.3K (-$233)
Filed 2026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$566.8K (-$234)
Filed 2026-11-03
Costello Asset Management, Inc
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$566.8K (-$234)
Filed 2026-10-30
Elevatus Welath Management
INCREASED
Shares1,111 from 861
Change+250 (+29%)
Value$565.8K (+$127.4K)
Filed 2026-10-19
HBW Advisory Services LLC
DECREASED
Shares1,110 from 1,241
Change-131 (-11%)
Value$565.1K (-$66.9K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares1,104 from 1,231
Change-127 (-10%)
Value$560.5K (-$66.4K)
Filed 2026-10-09
Willner & Heller, LLC
INCREASED
Shares1,102 from 1,098
Change+4 (+0%)
Value$561.3K (+$2.0K)
Filed 2026-10-28
WBI Investments, LLC
INCREASED
Shares1,097 from 1,092
Change+5 (+0%)
Value$558.6K (+$2.5K)
Filed 2026-11-05
Ignite Planners, LLC
INCREASED
Shares1,095 from 885
Change+210 (+24%)
Value$557.7K (+$107.1K)
Filed 2026-10-14
Greenspring Advisors, LLC
INCREASED
Shares1,094 from 566
Change+528 (+93%)
Value$557.4K (+$268.9K)
Filed 2026-11-05
Quad-Cities Investment Group, LLC
DECREASED
Shares1,089 from 1,094
Change-5 (0%)
Value$554.4K (-$2.8K)
Filed 2026-10-16
Washington Trust Bank
INCREASED
Shares1,084 from 930
Change+154 (+17%)
Value$552.0K (+$78.2K)
Filed 2026-11-03
Childress Capital Advisors, LLC
INCREASED
Shares1,084 from 995
Change+89 (+9%)
Value$552.2K (+$45.2K)
Filed 2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$551.1K (-$159)
Filed 2026-10-30
Avestar Capital, LLC
INCREASED
Shares1,080 from 993
Change+87 (+9%)
Value$550.0K (+$44.1K)
Filed 2026-10-28
RTD Financial Advisors, Inc.
NEW
Shares1,074
Change+1,074
Value$546.9K
Filed 2026-10-09
Lawood & Co
INCREASED
Shares1,070 from 1,060
Change+10 (+1%)
Value$544.9K (+$4.9K)
Filed 2026-10-09
Burns Matteson Capital Management, LLC
NEW
Shares1,067
Change+1,067
Value$543.4K
Filed 2026-10-16
Davis Investment Partners, LLC
INCREASED
Shares1,062 from 902
Change+160 (+18%)
Value$540.9K (+$81.2K)
Filed 2026-11-05
Phoenix Wealth Advisors
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$540.2K (-$167)
Filed 2026-11-03
Brady Family Wealth, LLC
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$540.3K (-$222)
Filed 2026-11-02
Barrett & Company, Inc.
DECREASED
Shares1,059 from 1,062
Change-3 (0%)
Value$539.2K (-$2.1K)
Filed 2026-10-22
CWC Advisors, Llc.
INCREASED
Shares1,058 from 1,056
Change+2 (+0%)
Value$538.8K (+$797)
Filed 2026-10-15
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares1,056 from 829
Change+227 (+27%)
Value$538.2K (+$116.1K)
Filed 2026-10-09
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares1,056 from 1,035
Change+21 (+2%)
Value$537.8K (+$10.2K)
Filed 2026-10-22
BLB&B Advisors, LLC
DECREASED
Shares1,053 from 1,387
Change-334 (-24%)
Value$536.2K (-$170.4K)
Filed 2026-10-27
CLG LLC
INCREASED
Shares1,049 from 1,047
Change+2 (+0%)
Value$534.4K (+$846)
Filed 2026-10-13
Syntax Research, Inc.
INCREASED
Shares1,049 from 1,048
Change+1 (+0%)
Value$534.1K (+$257)
Filed 2026-11-04
Beacon Financial Advisory LLC
INCREASED
Shares1,048 from 1,041
Change+7 (+1%)
Value$533.5K (+$2.9K)
Filed 2026-10-16
MBL Wealth, LLC
INCREASED
Shares1,045 from 936
Change+109 (+12%)
Value$532.2K (+$55.3K)
Filed 2026-10-22
Van Cleef Asset Management,Inc
DECREASED
Shares1,043 from 1,093
Change-50 (-5%)
Value$531.1K (-$25.7K)
Filed 2026-10-20
Greatmark Investment Partners, Inc.
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$531.1K (-$219)
Filed 2026-10-28
West Wealth Group, LLC
INCREASED
Shares1,042 from 849
Change+193 (+23%)
Value$530.7K (+$97.8K)
Filed 2026-10-14
One Way Holdings LLC
DECREASED
Shares1,041 from 1,166
Change-125 (-11%)
Value$530.1K (-$63.9K)
Filed 2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares1,040 from 1,047
Change-7 (-1%)
Value$529.7K (-$3.7K)
Filed 2026-10-28
Payden & Rygel
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$530 (-$529.5K)
Filed 2026-10-28
SYM Financial Corp
INCREASED
Shares1,036 from 853
Change+183 (+21%)
Value$527.7K (+$92.9K)
Filed 2026-10-26
Fortem Financial Group, LLC
INCREASED
Shares1,036 from 988
Change+48 (+5%)
Value$527.4K (+$23.9K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,028 from 1,081
Change-53 (-5%)
Value$523.5K (-$27.2K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares1,026 from 997
Change+29 (+3%)
Value$522.4K (+$14.6K)
Filed 2026-10-14
Winthrop Advisory Group LLC
DECREASED
Shares1,025 from 1,064
Change-39 (-4%)
Value$522.1K (-$20.0K)
Filed 2026-10-22
Greenhouse Wealth Management, LLC
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$521.7K (-$215)
Filed 2026-10-20
Central Bank & Trust Co
DECREASED
Shares1,019 from 1,963
Change-944 (-48%)
Value$518.9K (-$481.1K)
Filed 2026-10-09
Brucke Financial, Inc.
DECREASED
Shares1,019 from 1,042
Change-23 (-2%)
Value$519.0K (-$11.9K)
Filed 2026-10-23
Carnegie Lake Advisors LLC
DECREASED
Shares1,018 from 1,350
Change-332 (-25%)
Value$687.5K (-$283)
Filed 2026-11-03
Capstone Wealth Management Group, LLC
DECREASED
Shares1,017 from 1,037
Change-20 (-2%)
Value$507.7K (-$20.5K)
Filed 2026-11-05
Mullooly Asset Management, Inc.
DECREASED
Shares1,015 from 1,233
Change-218 (-18%)
Value$516.9K (-$111.3K)
Filed 2026-10-30
Truefg, LLC
UNCHANGED
Shares1,013 from 1,013
Change0 (0%)
Value$515.9K (-$213)
Filed 2026-10-15
Lexington Hill Partners, LLC
INCREASED
Shares1,011 from 1,004
Change+7 (+1%)
Value$514.6K (+$3.0K)
Filed 2026-10-13
Paulson Wealth Management Inc.
INCREASED
Shares1,009 from 1,007
Change+2 (+0%)
Value$513.8K (+$807)
Filed 2026-11-02
Compass Ion Advisors, LLC
INCREASED
Shares1,009 from 1,008
Change+1 (+0%)
Value$513.5K (+$194)
Filed 2026-10-23
Corps Capital Advisors, LLC
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$513.8K (-$212)
Filed 2026-11-05
Collaborative Fund Advisors, LLC
NEW
Shares1,006
Change+1,006
Value$512.3K
Filed 2026-11-02
Signature Resources Capital Management, LLC
DECREASED
Shares1,006 from 1,009
Change-3 (0%)
Value$512.3K (-$1.7K)
Filed 2026-10-16
Bright Futures Wealth Management, Llc.
NEW
Shares1,005
Change+1,005
Value$511.9K
Filed 2026-10-23
Gibbs Wealth Management
INCREASED
Shares1,003 from 763
Change+240 (+31%)
Value$511.0K (+$122.2K)
Filed 2026-10-22
Mariner Investment Group LLC
NEW
Shares1,000
Change+1,000
Value$509.3K
Filed 2026-11-04
SS&H Financial Advisors, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$509 (-$508.5K)
Filed 2026-10-28
Wolverine Asset Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$509.3K (-$210)
Filed 2026-11-02
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$509.3K (-$210)
Filed 2026-10-20
Birinyi Associates Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$509 (-$508.5K)
Filed 2026-10-28
Zega Investments, LLC
NEW
Shares999
Change+999
Value$508.7K
Filed 2026-11-04
MRA Advisory Group
DECREASED
Shares994 from 1,082
Change-88 (-8%)
Value$506.1K (-$44.9K)
Filed 2026-10-07
First National Bank Sioux Falls
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$505.7K (-$97.6K)
Filed 2026-10-13
Breakwater Capital Group
UNCHANGED
Shares988 from 988
Change0 (0%)
Value$503.1K (-$207)
Filed 2026-10-09
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$502.1K (-$207)
Filed 2026-10-28
Ascentis Wealth Management, LLC
INCREASED
Shares984 from 926
Change+58 (+6%)
Value$501.3K (+$29.3K)
Filed 2026-11-03
Wolff Financial Management LLC
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$501.2K (-$56)
Filed 2026-10-23
Certuity, LLC
INCREASED
Shares983 from 684
Change+299 (+44%)
Value$500.7K (+$152.1K)
Filed 2026-11-02
Liberty Capital Management, Inc.
INCREASED
Shares982 from 975
Change+7 (+1%)
Value$500.1K (+$3.4K)
Filed 2026-11-02
TT Capital Management LLC
INCREASED
Shares980 from 405
Change+575 (+142%)
Value$499.1K (+$292.7K)
Filed 2026-10-15
KFA Private Wealth Group, LLC
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$498.2K (-$153)
Filed 2026-10-07
Kingdom Financial Group Llc.
DECREASED
Shares977 from 1,044
Change-67 (-6%)
Value$497.7K (-$34.0K)
Filed 2026-11-04
Murphy Pohlad Asset Management LLC
DECREASED
Shares971 from 1,031
Change-60 (-6%)
Value$494.5K (-$30.8K)
Filed 2026-10-22
Mattern Capital Management, LLC
DECREASED
Shares971 from 974
Change-3 (0%)
Value$494.5K (-$1.7K)
Filed 2026-11-02
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$493.3K (-$204)
Filed 2026-10-13
Clarus Wealth Advisors
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$490.2K (-$17.7K)
Filed 2026-10-13
Banque Pictet & CIE SA
DECREASED
Shares960 from 1,037
Change-77 (-7%)
Value$488.9K (-$39.4K)
Filed 2026-10-16
Global Trust Asset Management, LLC
DECREASED
Shares959 from 969
Change-10 (-1%)
Value$488.5K (-$5.3K)
Filed 2026-10-19
Gilman Hill Asset Management, LLC
DECREASED
Shares957 from 1,082
Change-125 (-12%)
Value$487.5K (-$63.9K)
Filed 2026-10-13
SFG Wealth Management, Llc.
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$487.2K (-$201)
Filed 2026-10-23
RKL Wealth Management LLC
INCREASED
Shares956 from 890
Change+66 (+7%)
Value$487.0K (+$33.6K)
Filed 2026-10-16
Wealth Effects LLC
INCREASED
Shares951 from 537
Change+414 (+77%)
Value$484.3K (+$210.7K)
Filed 2026-10-23
Affiance Financial, LLC
INCREASED
Shares950 from 944
Change+6 (+1%)
Value$484.1K (+$3.0K)
Filed 2026-10-15
Commonwealth Financial Services, LLC
DECREASED
Shares949 from 4,058
Change-3,109 (-77%)
Value$483.3K (-$1.6M)
Filed 2026-10-20
Avantra Family Wealth, Inc.
INCREASED
Shares949 from 938
Change+11 (+1%)
Value$483.2K (+$5.3K)
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED
Shares947 from 936
Change+11 (+1%)
Value$482.3K (+$5.3K)
Filed 2026-11-02
Orange Investment Advisors, Inc.
DECREASED
Shares946 from 995
Change-49 (-5%)
Value$481.8K (-$25.2K)
Filed 2026-10-23
Salem Investment Counselors Inc
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$480.7K (-$199)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
DECREASED
Shares941 from 948
Change-7 (-1%)
Value$479.4K (-$3.4K)
Filed 2026-10-22
Asset One Wealth Management LLC
INCREASED
Shares940 from 791
Change+149 (+19%)
Value$478.6K (+$71.6K)
Filed 2026-11-02
RMR Wealth Builders
INCREASED
Shares939 from 747
Change+192 (+26%)
Value$478.4K (+$98.1K)
Filed 2026-10-22
Colonial River Investments, LLC
INCREASED
Shares939 from 888
Change+51 (+6%)
Value$478.3K (+$25.9K)
Filed 2026-10-19
Acorn Wealth Advisors, LLC
INCREASED
Shares938 from 916
Change+22 (+2%)
Value$477.9K (+$11.2K)
Filed 2026-10-19
Carolina Wealth Management Inc
NEW
Shares934
Change+934
Value$475.6K
Filed 2026-10-29
Occidental Asset Management, LLC
INCREASED
Shares933 from 780
Change+153 (+20%)
Value$475.0K (+$77.8K)
Filed 2026-11-05
Bernardo Wealth Planning LLC
INCREASED
Shares932 from 451
Change+481 (+107%)
Value$474.1K (+$244.6K)
Filed 2026-10-23
QTR Family Wealth, LLC
DECREASED
Shares932 from 1,372
Change-440 (-32%)
Value$474.6K (-$224.2K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
INCREASED
Shares932 from 928
Change+4 (+0%)
Value$474.7K (+$2.1K)
Filed 2026-11-02
Renasant Bank
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$474.6K (-$196)
Filed 2026-11-05
Willow Creek Capital Management, Inc.
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$474.7K ($0)
Filed 2026-10-16
Tred Avon Family Wealth, LLC
INCREASED
Shares930 from 925
Change+5 (+1%)
Value$473.6K (+$2.4K)
Filed 2026-10-20
Granite Investment Partners, LLC
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$473.6K (-$195)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares928 from 948
Change-20 (-2%)
Value$472.8K (-$18.8K)
Filed 2026-10-30
Arthur M. Cohen & Associates, LLC
DECREASED
Shares928 from 933
Change-5 (-1%)
Value$472.6K (-$2.7K)
Filed 2026-10-26
Meridian Financial Advisors, LLC
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$472.8K (-$195)
Filed 2026-10-14
Southland Equity Partners LLC
INCREASED
Shares919 from 915
Change+4 (+0%)
Value$467.9K (+$2.0K)
Filed 2026-10-14
Redwood Family Wealth LLC
INCREASED
Shares918 from 915
Change+3 (+0%)
Value$467.5K (+$1.3K)
Filed 2026-10-20
Keystone Wealth Services, LLC
INCREASED
Shares916 from 915
Change+1 (+0%)
Value$468.9K (+$3.0K)
Filed 2026-11-03
Eddie Patel Inc
NEW
Shares914
Change+914
Value$465.6K
Filed 2026-11-02
tru Independence LLC
INCREASED
Shares905 from 888
Change+17 (+2%)
Value$461.1K (+$8.7K)
Filed 2026-10-20
Gill Capital Partners, LLC
DECREASED
Shares905 from 911
Change-6 (-1%)
Value$460.9K (-$3.2K)
Filed 2026-10-13
Ridgewood Investments LLC
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$460.9K (-$190)
Filed 2026-10-05
Cresta Advisors, Ltd.
DECREASED
Shares903 from 1,237
Change-334 (-27%)
Value$459.9K (-$170.6K)
Filed 2026-10-14
Lewis Asset Management, LLC
INCREASED
Shares903 from 639
Change+264 (+41%)
Value$459.7K (+$134.2K)
Filed 2026-10-14
Core Wealth Partners LLC
DECREASED
Shares900 from 1,250
Change-350 (-28%)
Value$458.4K (-$178.4K)
Filed 2026-11-02
Resonant Capital Advisors, LLC
INCREASED
Shares900 from 754
Change+146 (+19%)
Value$458.3K (+$74.2K)
Filed 2026-10-15
Alpine Bank Wealth Management
DECREASED
Shares900 from 987
Change-87 (-9%)
Value$458.3K (-$44.5K)
Filed 2026-10-16
Montz Harcus Wealth Management LLC
INCREASED
Shares900 from 895
Change+5 (+1%)
Value$458.5K (+$2.5K)
Filed 2026-10-09
Torrey Growth & Income Advisors
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$457.7K (+$3.2K)
Filed 2026-11-04
Shelton Wealth Management, LLC
INCREASED
Shares898 from 894
Change+4 (+0%)
Value$457.4K (+$2.1K)
Filed 2026-10-16
Northern Financial Advisors Inc
DECREASED
Shares895 from 957
Change-62 (-6%)
Value$455.8K (-$31.8K)
Filed 2026-10-29
Aspen Wealth Management LLC
INCREASED
Shares892 from 888
Change+4 (+0%)
Value$454.1K (+$1.8K)
Filed 2026-10-14
Riverbend Wealth Management, LLC
INCREASED
Shares891 from 871
Change+20 (+2%)
Value$453.6K (+$10.0K)
Filed 2026-10-15
Hurley Capital, LLC
DECREASED
Shares891 from 909
Change-18 (-2%)
Value$453.7K (-$9.1K)
Filed 2026-11-05
Riversedge Advisors, LLC
DECREASED
Shares890 from 1,001
Change-111 (-11%)
Value$453.2K (-$56.7K)
Filed 2026-10-09
Adamsbrown Wealth Consultants LLC
INCREASED
Shares886 from 783
Change+103 (+13%)
Value$451.1K (+$52.4K)
Filed 2026-10-20
Third View Private Wealth, LLC
INCREASED
Shares886 from 869
Change+17 (+2%)
Value$451.2K (+$8.5K)
Filed 2026-10-30
Dynamic Wealth Strategies, LLC
INCREASED
Shares883 from 784
Change+99 (+13%)
Value$449.7K (+$50.3K)
Filed 2026-10-16
Sheets Smith Wealth Management
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$449.6K (-$65)
Filed 2026-10-16
Firethorn Wealth Partners, LLC
DECREASED
Shares881 from 902
Change-21 (-2%)
Value$448.8K (-$11.0K)
Filed 2026-10-14
DT Investment Partners, LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$448.1K (-$185)
Filed 2026-10-27
GGM Financial LLC
INCREASED
Shares878 from 874
Change+4 (+0%)
Value$446.9K (+$1.5K)
Filed 2026-11-05
State of Wyoming
INCREASED
Shares877 from 413
Change+464 (+112%)
Value$446.6K (+$236.2K)
Filed 2026-10-28
1620 Investment Advisors, Inc.
INCREASED
Shares874 from 237
Change+637 (+269%)
Value$445.1K (+$324.3K)
Filed 2026-11-04
Bridgelight Financial Advisors, Inc.
INCREASED
Shares871 from 865
Change+6 (+1%)
Value$443.4K (+$2.5K)
Filed 2026-10-20
Rossby Financial, LCC
DECREASED
Shares858 from 919
Change-61 (-7%)
Value$437.0K (-$31.0K)
Filed 2026-11-05
Meadow Creek Wealth Advisors LLC
INCREASED
Shares856 from 845
Change+11 (+1%)
Value$435.9K (+$5.4K)
Filed 2026-11-02
Whitener Capital Management, Inc.
DECREASED
Shares853 from 878
Change-25 (-3%)
Value$434.4K (-$12.9K)
Filed 2026-10-15
LifePlan Financial, LLC
INCREASED
Shares852 from 834
Change+18 (+2%)
Value$432.7K (+$7.8K)
Filed 2026-10-13
Promethium Advisors,llc
DECREASED
Shares850 from 875
Change-25 (-3%)
Value$432.9K (-$12.9K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$432.9K (-$178)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
INCREASED
Shares848 from 827
Change+21 (+3%)
Value$432.0K (+$10.7K)
Filed 2026-11-04
Omni 360 Wealth, Inc.
DECREASED
Shares848 from 865
Change-17 (-2%)
Value$431.6K (-$8.8K)
Filed 2026-10-13
James Hambro & Partners LLP
DECREASED
Shares847 from 1,468
Change-621 (-42%)
Value$431.3K (-$315.8K)
Filed 2026-10-19
Center for Financial Planning, Inc.
INCREASED
Shares842 from 551
Change+291 (+53%)
Value$428.8K (+$148.1K)
Filed 2026-10-26
Montecito Bank & Trust
DECREASED
Shares840 from 850
Change-10 (-1%)
Value$427.8K (-$5.3K)
Filed 2026-10-01
Autumn Glory Partners, LLC
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$426.8K (-$176)
Filed 2026-10-26
JB Capital LLC
DECREASED
Shares836 from 839
Change-3 (0%)
Value$425.6K (-$1.8K)
Filed 2026-10-19
Wiregrass Investment Management LLC
INCREASED
Shares835 from 834
Change+1 (+0%)
Value$425.1K (-$2)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares834
Change+834
Value$424.7K
Filed 2026-10-28
HMV Wealth Advisors, LLC
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$424.2K (-$175)
Filed 2026-10-27
Worthington Financial Partners, LLC
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$423.2K (-$174)
Filed 2026-10-13
Marin Bay Wealth Advisors, LLC
INCREASED
Shares829 from 825
Change+4 (+0%)
Value$422.5K (+$1.8K)
Filed 2026-10-28
Mraz, Amerine & Associates, Inc.
DECREASED
Shares828 from 950
Change-122 (-13%)
Value$421.5K (-$62.3K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
INCREASED
Shares823 from 778
Change+45 (+6%)
Value$419.1K (+$22.8K)
Filed 2026-10-05
Marietta Wealth Management, LLC
DECREASED
Shares821 from 917
Change-96 (-10%)
Value$428.8K (-$38.4K)
Filed 2026-10-22
YHB Investment Advisors, Inc.
DECREASED
Shares818 from 823
Change-5 (-1%)
Value$416.6K (-$2.7K)
Filed 2026-10-08
Atticus Wealth Management, LLC
INCREASED
Shares817 from 776
Change+41 (+5%)
Value$416.1K (+$20.8K)
Filed 2026-10-20
Barlow Wealth Partners, LLC
UNCHANGED
Shares817 from 817
Change0 (0%)
Value$416.8K (-$14.6K)
Filed 2026-10-15
FSM Wealth Advisors, LLC
DECREASED
Shares816 from 822
Change-6 (-1%)
Value$414.7K (-$4.3K)
Filed 2026-10-27
General Partner, Inc.
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$415.5K (-$171)
Filed 2026-10-05
Tompkins Financial Corp
INCREASED
Shares815 from 711
Change+104 (+15%)
Value$415.0K (+$52.8K)
Filed 2026-10-05
Washington Capital Management, Inc
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$415.0K (-$171)
Filed 2026-10-19
Demars Financial Group, LLC
DECREASED
Shares807 from 812
Change-5 (-1%)
Value$411.2K (-$2.7K)
Filed 2026-10-22
Ellis Investment Partners, LLC
INCREASED
Shares806 from 782
Change+24 (+3%)
Value$410.7K (+$11.9K)
Filed 2026-10-21
Curbstone Financial Management Corp
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$410.5K (-$170)
Filed 2026-10-21
Bell Bank
INCREASED
Shares805 from 804
Change+1 (+0%)
Value$409.9K (+$340)
Filed 2026-10-21
Fragasso Financial Advisors Inc
INCREASED
Shares798 from 635
Change+163 (+26%)
Value$406.4K (+$82.8K)
Filed 2026-10-13
Dorato Capital Management
INCREASED
Shares795 from 780
Change+15 (+2%)
Value$396.9K (-$11.2K)
Filed 2026-10-08
Plan Group Financial, LLC
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$436.1K (+$31.2K)
Filed 2026-10-22
Northwest Wealth Management, LLC
DECREASED
Shares791 from 807
Change-16 (-2%)
Value$402.8K (-$8.3K)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
DECREASED
Shares788 from 1,001
Change-213 (-21%)
Value$401 (-$109)
Filed 2026-10-27
Peachtree Investment Partners, LLC
INCREASED
Shares786 from 758
Change+28 (+4%)
Value$400.0K (+$13.9K)
Filed 2026-11-05
1900 Wealth Management LLC
DECREASED
Shares786 from 796
Change-10 (-1%)
Value$400.5K (-$4.8K)
Filed 2026-10-13
Tuttle Capital Management, LLC
NEW
Shares781
Change+781
Value$397.7K
Filed 2026-10-21
Bank of New Hampshire
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$397.2K (-$164)
Filed 2026-10-06
Root Financial Partners, LLC
DECREASED
Shares779 from 866
Change-87 (-10%)
Value$396.8K (-$44.3K)
Filed 2026-10-21
Bangor Savings Bank
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$396.7K (-$163)
Filed 2026-10-06
Belfer Management LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$395.5K (-$163)
Filed 2026-11-05
Souders Financial Advisors
INCREASED
Shares776 from 692
Change+84 (+12%)
Value$395.4K (+$42.8K)
Filed 2026-11-03
Grove Bank & Trust
INCREASED
Shares776 from 765
Change+11 (+1%)
Value$395.2K (+$5.4K)
Filed 2026-10-08
Obermeyer Wealth Partners
DECREASED
Shares775 from 859
Change-84 (-10%)
Value$394.9K (-$42.9K)
Filed 2026-10-21
Cullen Investment Group, Ltd.
DECREASED
Shares774 from 794
Change-20 (-3%)
Value$396.0K (-$8.5K)
Filed 2026-10-13
Elm3 Financial Group, LLC
INCREASED
Shares771 from 460
Change+311 (+68%)
Value$392.6K (+$158.3K)
Filed 2026-10-07
Cypress Wealth Services, LLC
INCREASED
Shares770 from 767
Change+3 (+0%)
Value$392.8K (+$2.0K)
Filed 2026-10-21
Community Trust & Investment Co
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$391.6K (-$159)
Filed 2026-10-15
Ticino Wealth
INCREASED
Shares766 from 701
Change+65 (+9%)
Value$390.1K (+$33.0K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares766 from 757
Change+9 (+1%)
Value$487.7K (+$93.5K)
Filed 2026-11-03
Investment Research Partners LLC
DECREASED
Shares765 from 788
Change-23 (-3%)
Value$389.6K (-$11.9K)
Filed 2026-10-19
Mirador Capital Partners LP
INCREASED
Shares765 from 742
Change+23 (+3%)
Value$389.8K (+$11.9K)
Filed 2026-10-09
Chemung Canal Trust Co
DECREASED
Shares764 from 975
Change-211 (-22%)
Value$389.1K (-$107.7K)
Filed 2026-11-04
Secure Asset Management, LLC
INCREASED
Shares764 from 719
Change+45 (+6%)
Value$389.3K (+$22.8K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares763 from 150
Change+613 (+409%)
Value$388.4K (+$311.7K)
Filed 2026-10-29
NTV Asset Management LLC
INCREASED
Shares763 from 591
Change+172 (+29%)
Value$388.6K (+$87.5K)
Filed 2026-10-23
Meitav Investment House LTD
DECREASED
Shares758 from 796
Change-38 (-5%)
Value$386.0K (-$19.3K)
Filed 2026-10-28
Northside Capital Management, LLC
INCREASED
Shares758 from 728
Change+30 (+4%)
Value$386.0K (+$15.1K)
Filed 2026-10-13
SL Advisors, LLC
DECREASED
Shares757 from 811
Change-54 (-7%)
Value$385.5K (-$27.7K)
Filed 2026-10-13
Fidelity D & D Bancorp Inc
UNCHANGED
Shares757 from 757
Change0 (0%)
Value$385.5K (-$159)
Filed 2026-11-05
Corrado Advisors, LLC
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$384.5K (-$159)
Filed 2026-10-27
Southern Michigan Bank & Trust
DECREASED
Shares751 from 761
Change-10 (-1%)
Value$382.4K (-$5.3K)
Filed 2026-10-19
Marotta Asset Management
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$381.9K (-$9.4K)
Filed 2026-10-02
Fairvoy Private Wealth, LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$381.4K (-$158)
Filed 2026-10-19
Aries Wealth Management
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$380.9K (-$157)
Filed 2026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED
Shares742 from 737
Change+5 (+1%)
Value$377.8K (+$2.2K)
Filed 2026-11-04
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$377.9K (-$155)
Filed 2026-10-15
Fortitude Advisory Group L.L.C.
INCREASED
Shares739 from 722
Change+17 (+2%)
Value$376.4K (+$8.6K)
Filed 2026-10-15
waypoint wealth counsel
DECREASED
Shares739 from 755
Change-16 (-2%)
Value$376.3K (-$8.1K)
Filed 2026-10-22
BXM Wealth LLC
UNCHANGED
Shares739 from 739
Change0 (0%)
Value$376.3K (-$155)
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares738 from 2,324
Change-1,586 (-68%)
Value$376.1K (-$808.1K)
Filed 2026-10-16
Versant Capital Management, Inc
INCREASED
Shares733 from 493
Change+240 (+49%)
Value$373.3K (+$122.1K)
Filed 2026-10-02
Chemistry Wealth Management LLC
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$372.4K (+$232)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares730 from 814
Change-84 (-10%)
Value$364.4K (-$50.3K)
Filed 2026-10-20
Midland Wealth Advisors, LLC
INCREASED
Shares729 from 695
Change+34 (+5%)
Value$371.2K (+$17.2K)
Filed 2026-10-26
Petros Family Wealth, LLC
NEW
Shares728
Change+728
Value$370.7K
Filed 2026-10-28
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$368.7K (-$145)
Filed 2026-10-15
S. R. Schill & Associates
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$368.2K (-$152)
Filed 2026-10-20
Centurion Wealth Management LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$367.7K (-$87)
Filed 2026-10-13
Manske Wealth Management
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$366.9K (-$151)
Filed 2026-10-26
OAK Family Advisors, LLC
INCREASED
Shares714 from 713
Change+1 (+0%)
Value$363.7K (+$554)
Filed 2026-10-19
First County Bank
INCREASED
Shares713 from 650
Change+63 (+10%)
Value$363.1K (+$31.9K)
Filed 2026-10-13
True Wealth Design, LLC
DECREASED
Shares712 from 759
Change-47 (-6%)
Value$362.6K (-$24.1K)
Filed 2026-10-13
Family Investment Center, Inc.
NEW
Shares708
Change+708
Value$360.4K
Filed 2026-10-19
Journey Beyond Wealth, LLC
DECREASED
Shares704 from 754
Change-50 (-7%)
Value$358.5K (-$25.6K)
Filed 2026-11-04
Hager Investment Management Services, LLC
DECREASED
Shares703 from 704
Change-1 (0%)
Value$358.0K (-$657)
Filed 2026-11-04
Studio Investment Management LLC
DECREASED
Shares702 from 718
Change-16 (-2%)
Value$357.5K (-$8.3K)
Filed 2026-10-22
Peoples Bank
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$356.5K (-$147)
Filed 2026-10-09
Covenant Asset Management, LLC
DECREASED
Shares699 from 799
Change-100 (-13%)
Value$356.0K (-$51.1K)
Filed 2026-10-14
Northwest Financial Advisors
DECREASED
Shares697 from 785
Change-88 (-11%)
Value$354.9K (-$45.0K)
Filed 2026-10-27
Genesee Capital Advisors, LLC
INCREASED
Shares697 from 663
Change+34 (+5%)
Value$355.1K (+$17.3K)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares695 from 693
Change+2 (+0%)
Value$353.9K (+$873)
Filed 2026-11-02
Saratoga Research & Investment Management
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$353.9K (-$146)
Filed 2026-10-16
West Branch Capital LLC
DECREASED
Shares694 from 744
Change-50 (-7%)
Value$353.4K (-$25.6K)
Filed 2026-10-20
Legacy Wealth Partners, LLC
INCREASED
Shares694 from 685
Change+9 (+1%)
Value$353.3K (+$4.2K)
Filed 2026-10-15
Convergence Financial, LLC
DECREASED
Shares692 from 1,473
Change-781 (-53%)
Value$352.4K (-$398.0K)
Filed 2026-10-27
DecisionMap Wealth Management, LLC
DECREASED
Shares692 from 866
Change-174 (-20%)
Value$352.4K (-$88.8K)
Filed 2026-10-29
Sigma Investment Counselors Inc
DECREASED
Shares692 from 702
Change-10 (-1%)
Value$352.5K (-$5.2K)
Filed 2026-10-27
Hikari Power Ltd
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$351 (-$351.6K)
Filed 2026-10-30
Moss Adams Wealth Advisors LLC
INCREASED
Shares688 from 642
Change+46 (+7%)
Value$350.4K (+$23.3K)
Filed 2026-10-28
RDA Financial Network
INCREASED
Shares688 from 685
Change+3 (+0%)
Value$350.3K (+$1.4K)
Filed 2026-10-15
Moody National Bank Trust Division
DECREASED
Shares686 from 726
Change-40 (-6%)
Value$349.3K (-$20.5K)
Filed 2026-10-06
Uptick Partners, LLC
INCREASED
Shares682 from 521
Change+161 (+31%)
Value$347.1K (+$81.8K)
Filed 2026-11-04
Cdkv Holdings LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$347.3K (-$143)
Filed 2026-10-28
Kaydan Wealth Management, Inc.
DECREASED
Shares679 from 685
Change-6 (-1%)
Value$345.8K (-$3.2K)
Filed 2026-10-08
Correct Capital Wealth Management
NEW
Shares678
Change+678
Value$345.3K
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares678 from 1
Change+677 (+67700%)
Value$345.3K (+$344.8K)
Filed 2026-10-30
Mendel Money Management
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$345.3K (-$142)
Filed 2026-11-02
McMill Wealth Management
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$344.3K (-$142)
Filed 2026-11-05
Means Investment Co., Inc.
DECREASED
Shares670 from 726
Change-56 (-8%)
Value$341.3K (-$28.4K)
Filed 2026-11-03
Cromwell Holdings LLC
DECREASED
Shares666 from 717
Change-51 (-7%)
Value$339.2K (-$26.1K)
Filed 2026-10-28
Oak Grove Capital LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$337.1K (-$139)
Filed 2026-10-09
Summit Financial Strategies, Inc.
DECREASED
Shares661 from 665
Change-4 (-1%)
Value$336.7K (-$2.2K)
Filed 2026-10-14
CMG Global Holdings, LLC
DECREASED
Shares659 from 669
Change-10 (-1%)
Value$335.6K (-$5.2K)
Filed 2026-10-14
Lifestyle Asset Management, Inc.
INCREASED
Shares657 from 531
Change+126 (+24%)
Value$334.7K (+$64.2K)
Filed 2026-10-20
TrueWealth Advisors, LLC
DECREASED
Shares650 from 653
Change-3 (0%)
Value$330.9K (-$1.9K)
Filed 2026-10-09
Mills Wealth Advisors LLC
DECREASED
Shares650 from 652
Change-2 (0%)
Value$331.1K (-$1.2K)
Filed 2026-10-22
Saxony Capital Management, LLC
INCREASED
Shares645 from 555
Change+90 (+16%)
Value$328.4K (+$45.6K)
Filed 2026-10-15
Henderson Brothers Financial Partners, LLC
INCREASED
Shares641 from 624
Change+17 (+3%)
Value$326.5K (+$8.5K)
Filed 2026-11-03
MFA Wealth Services
INCREASED
Shares640 from 612
Change+28 (+5%)
Value$326.0K (+$14.4K)
Filed 2026-10-14
J. Team Financial, Inc.
DECREASED
Shares640 from 651
Change-11 (-2%)
Value$325.9K (-$6.2K)
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares639 from 675
Change-36 (-5%)
Value$325.4K (-$18.5K)
Filed 2026-10-14
Cohen Capital Management, Inc.
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$324.4K (-$134)
Filed 2026-10-14
Asempa Wealth Advisors
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$321.5K (-$2.5K)
Filed 2026-10-07
Tcfg Investment Advisors, LLC
DECREASED
Shares634 from 640
Change-6 (-1%)
Value$323.1K (-$3.2K)
Filed 2026-10-20
Elyxium Wealth, LLC
INCREASED
Shares632 from 598
Change+34 (+6%)
Value$321.8K (+$17.2K)
Filed 2026-10-27
Reston Wealth Management LLC
DECREASED
Shares632 from 646
Change-14 (-2%)
Value$321.8K (-$7.2K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares630 from 2,340
Change-1,710 (-73%)
Value$320.8K (-$871.3K)
Filed 2026-10-14
Income Insurance Ltd
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$319.3K (-$131)
Filed 2026-10-21
Rakuten Securities, Inc.
INCREASED
Shares626 from 154
Change+472 (+306%)
Value$318.8K (+$240.3K)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares626 from 635
Change-9 (-1%)
Value$318.8K (-$4.7K)
Filed 2026-10-27
RED Cedar Investment Management, LLC
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$318.8K (-$131)
Filed 2026-11-04
Prentice Wealth Management LLC
DECREASED
Shares625 from 627
Change-2 (0%)
Value$318.3K (-$1.2K)
Filed 2026-10-20
MV Capital Management, Inc.
DECREASED
Shares624 from 927
Change-303 (-33%)
Value$317.8K (-$154.5K)
Filed 2026-10-29
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares623 from 621
Change+2 (+0%)
Value$317.4K (+$883)
Filed 2026-11-03
Dakota Community Bank & Trust NA
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$317.3K (-$131)
Filed 2026-10-09
High Net Worth Advisory Group LLC
INCREASED
Shares621 from 556
Change+65 (+12%)
Value$316.2K (+$33.0K)
Filed 2026-10-26
LifeWealth Investments, LLC
DECREASED
Shares620 from 828
Change-208 (-25%)
Value$316.0K (-$105.9K)
Filed 2026-10-21
Exchange Bank
INCREASED
Shares620 from 550
Change+70 (+13%)
Value$315.7K (+$35.5K)
Filed 2026-10-07
Wealth Architects, LLC
INCREASED
Shares619 from 475
Change+144 (+30%)
Value$315.2K (+$73.2K)
Filed 2026-11-03
Kingsman Wealth Management, Inc.
INCREASED
Shares618 from 552
Change+66 (+12%)
Value$314.7K (+$33.3K)
Filed 2026-10-13
Sunbeam Capital Management, LLC
DECREASED
Shares617 from 662
Change-45 (-7%)
Value$314.0K (-$23.1K)
Filed 2026-11-05
Trust Investment Advisors
INCREASED
Shares616 from 497
Change+119 (+24%)
Value$313.8K (+$60.8K)
Filed 2026-10-20
Financial Management Network Inc
INCREASED
Shares614 from 612
Change+2 (+0%)
Value$310.6K (-$587)
Filed 2026-10-09
Virtue Capital Management, LLC
INCREASED
Shares613 from 594
Change+19 (+3%)
Value$312.3K (+$9.9K)
Filed 2026-10-29
Quantum Financial Advisors, LLC
INCREASED
Shares613 from 603
Change+10 (+2%)
Value$312.2K (+$5.0K)
Filed 2026-11-03
Alpha Advisors, LLC
DECREASED
Shares611 from 613
Change-2 (0%)
Value$311.2K (-$1.1K)
Filed 2026-10-19
Innova Wealth Partners
DECREASED
Shares610 from 619
Change-9 (-1%)
Value$310.8K (-$4.7K)
Filed 2026-10-21
Spinnaker Investment Group, LLC
INCREASED
Shares607 from 561
Change+46 (+8%)
Value$309.2K (+$23.2K)
Filed 2026-10-13
Equitable Trust Co
INCREASED
Shares607 from 602
Change+5 (+1%)
Value$309.1K (+$2.4K)
Filed 2026-10-13
Forteris Wealth Management Inc.
NEW
Shares606
Change+606
Value$308.6K
Filed 2026-10-13
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$308.6K (-$127)
Filed 2026-10-30
4Wealth Advisors, Inc.
NEW
Shares603
Change+603
Value$309.0K
Filed 2026-10-13
TigerOak Management, L.L.C.
INCREASED
Shares603 from 586
Change+17 (+3%)
Value$307.1K (+$8.5K)
Filed 2026-10-23
Patton Albertson Miller Group, LLC
NEW
Shares602
Change+602
Value$306.6K
Filed 2026-10-26
Latitude Advisors, LLC
INCREASED
Shares600 from 520
Change+80 (+15%)
Value$305.5K (+$40.4K)
Filed 2026-10-27
Constitution Capital LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$305.6K (-$126)
Filed 2026-10-23
Northstar Asset Management Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$330.9K (-$18.7K)
Filed 2026-10-22
Paradigm Asset Management Co LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$305.6K (-$126)
Filed 2026-11-05
Mainsail Asset Management, LLC
DECREASED
Shares599 from 1,451
Change-852 (-59%)
Value$305.7K (-$432.7K)
Filed 2026-10-14
Dahring | Cusmano LLC
NEW
Shares598
Change+598
Value$304.5K
Filed 2026-11-03
Five Oceans Advisors
INCREASED
Shares597 from 596
Change+1 (+0%)
Value$304.0K (+$384)
Filed 2026-10-22
Jackson Square Capital, LLC
NEW
Shares594
Change+594
Value$302.5K
Filed 2026-10-19
Alliance Wealth Advisors, LLC
INCREASED
Shares591 from 509
Change+82 (+16%)
Value$301.0K (+$41.7K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
INCREASED
Shares589 from 578
Change+11 (+2%)
Value$300.0K (+$5.5K)
Filed 2026-11-02
Capital Advantage, Inc.
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$300.0K (-$124)
Filed 2026-10-14
Boyum Wealth Architects LLC
NEW
Shares588
Change+588
Value$297.2K
Filed 2026-10-06
CPR Investments Inc.
INCREASED
Shares588 from 505
Change+83 (+16%)
Value$299.3K (+$42.2K)
Filed 2026-10-26
Blue Capital, Inc.
DECREASED
Shares587 from 620
Change-33 (-5%)
Value$299.2K (-$16.7K)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares586 from 123
Change+463 (+376%)
Value$298.6K (+$235.9K)
Filed 2026-10-16
Compass Wealth Management LLC
DECREASED
Shares586 from 611
Change-25 (-4%)
Value$298.4K (-$12.9K)
Filed 2026-10-22
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$297.9K (-$122)
Filed 2026-10-15
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$296.4K (-$122)
Filed 2026-11-02
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares581 from 610
Change-29 (-5%)
Value$295.6K (-$15.3K)
Filed 2026-10-14
Raleigh Capital Management Inc.
DECREASED
Shares580 from 604
Change-24 (-4%)
Value$295.2K (-$12.3K)
Filed 2026-10-28
Global Wealth Strategies & Associates
DECREASED
Shares579 from 621
Change-42 (-7%)
Value$295.0K (-$21.5K)
Filed 2026-10-02
First Bancorp, Inc
DECREASED
Shares578 from 674
Change-96 (-14%)
Value$294.3K (-$49.0K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
DECREASED
Shares578 from 580
Change-2 (0%)
Value$294.3K (-$1.1K)
Filed 2026-11-03
Sterling Investment Counsel, LLC
DECREASED
Shares577 from 580
Change-3 (-1%)
Value$293.8K (-$1.6K)
Filed 2026-10-19
Aire Advisors, LLC
INCREASED
Shares575 from 558
Change+17 (+3%)
Value$292.6K (+$8.1K)
Filed 2026-10-22
Sage Investment Counsel LLC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$292.8K (-$121)
Filed 2026-10-26
Embree Financial Group
INCREASED
Shares574 from 558
Change+16 (+3%)
Value$292.5K (+$8.3K)
Filed 2026-10-22
Flywheel Private Wealth LLC
INCREASED
Shares572 from 571
Change+1 (+0%)
Value$291.1K (-$120)
Filed 2026-11-02
White Lighthouse Investment Management Inc.
DECREASED
Shares569 from 570
Change-1 (0%)
Value$289.8K (-$441)
Filed 2026-10-21
AUA Capital Management, LLC
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$288.7K (-$119)
Filed 2026-10-15
Titleist Asset Management, LLC
DECREASED
Shares563 from 590
Change-27 (-5%)
Value$286.9K (-$13.6K)
Filed 2026-10-08
MB, Levis & Associates, LLC
DECREASED
Shares561 from 564
Change-3 (-1%)
Value$285.7K (-$1.6K)
Filed 2026-10-16
City Center Advisors, LLC
INCREASED
Shares559 from 537
Change+22 (+4%)
Value$284.7K (+$11.1K)
Filed 2026-10-08
Relyea Zuckerberg Hanson LLC
INCREASED
Shares558 from 556
Change+2 (+0%)
Value$284.2K (+$915)
Filed 2026-10-20
Lord & Richards Wealth Management, LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$283.1K (-$117)
Filed 2026-10-14
Alpha Family Trust
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$282.8K ($0)
Filed 2026-11-04
Howard Wealth Management, LLC
INCREASED
Shares553 from 550
Change+3 (+1%)
Value$282.0K (+$1.7K)
Filed 2026-10-28
Penbrook Management LLC
NEW
Shares550
Change+550
Value$280.1K
Filed 2026-10-16
Jacobs & Co
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$280 ($0)
Filed 2026-10-09
Searle & Co.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$280.1K (-$115)
Filed 2026-11-04
Financial Partners Group, Inc
DECREASED
Shares548 from 566
Change-18 (-3%)
Value$278.9K (-$9.6K)
Filed 2026-10-19
John Boyer, Inc.
INCREASED
Shares548 from 544
Change+4 (+1%)
Value$279.0K (+$1.7K)
Filed 2026-10-27
Nautilus Advisors LLC
INCREASED
Shares546 from 430
Change+116 (+27%)
Value$278.2K (+$53.3K)
Filed 2026-10-07
Ipswich Investment Management Co., Inc.
INCREASED
Shares545 from 500
Change+45 (+9%)
Value$277.5K (+$22.8K)
Filed 2026-10-13
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$277.7K (-$114)
Filed 2026-10-27
Meridian Financial Partners LLC
DECREASED
Shares543 from 643
Change-100 (-16%)
Value$289.2K (-$41.6K)
Filed 2026-10-23
Cahaba Wealth Management, Inc.
INCREASED
Shares542 from 525
Change+17 (+3%)
Value$276.1K (+$8.4K)
Filed 2026-10-26
Waldron Private Wealth LLC
INCREASED
Shares541 from 463
Change+78 (+17%)
Value$275.5K (+$39.6K)
Filed 2026-11-02
Adell Harriman & Carpenter Inc
INCREASED
Shares541 from 523
Change+18 (+3%)
Value$275.5K (+$9.1K)
Filed 2026-11-02
TrustBank
DECREASED
Shares541 from 551
Change-10 (-2%)
Value$275.5K (-$5.2K)
Filed 2026-10-20
Impact Capital Partners LLC
INCREASED
Shares541 from 538
Change+3 (+1%)
Value$275.5K (+$1.4K)
Filed 2026-10-22
Advisory Solutions Group, LLC
DECREASED
Shares538 from 612
Change-74 (-12%)
Value$273.9K (-$38.0K)
Filed 2026-10-14
Romano Brothers and Company
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$274.0K (-$112)
Filed 2026-10-22
Legacy Bridge, LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$273.5K (-$113)
Filed 2026-10-28
Family Wealth Partners, LLC
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$273.0K (-$113)
Filed 2026-10-20
Congress Park Capital LLC
INCREASED
Shares535 from 490
Change+45 (+9%)
Value$272.4K (+$22.8K)
Filed 2026-10-13
One Day In July LLC
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$272.4K (-$112)
Filed 2026-10-30
Clearwave Capital, LLC
INCREASED
Shares532 from 473
Change+59 (+12%)
Value$270.7K (+$29.5K)
Filed 2026-10-27
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares530 from 626
Change-96 (-15%)
Value$269.9K (-$49.0K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
INCREASED
Shares529 from 434
Change+95 (+22%)
Value$269.4K (+$48.3K)
Filed 2026-10-23
Puff Wealth Management, LLC
NEW
Shares528
Change+528
Value$268.8K
Filed 2026-10-07
Norris Perne & French LLP
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$267.4K (-$111)
Filed 2026-10-23
Cascade Investment Group, Inc.
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$264.7K (-$109)
Filed 2026-10-13
Xcel Wealth Management, LLC
NEW
Shares519
Change+519
Value$264.3K
Filed 2026-10-26
Fidato Wealth LLC
NEW
Shares518
Change+518
Value$263.8K
Filed 2026-10-13
Trust Point Inc.
INCREASED
Shares518 from 469
Change+49 (+10%)
Value$263.8K (+$24.9K)
Filed 2026-10-27
Connecticut Wealth Management, LLC
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$263.4K (+$117)
Filed 2026-10-13
Code Waechter LLC
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$262.3K (-$108)
Filed 2026-10-23
SeaBridge Investment Advisors LLC
DECREASED
Shares512 from 606
Change-94 (-16%)
Value$260.7K (-$48.0K)
Filed 2026-11-02
Evermay Wealth Management LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$260.0K (-$107)
Filed 2026-11-05
XXI Wealth, LLC
INCREASED
Shares510 from 426
Change+84 (+20%)
Value$259.7K (+$42.7K)
Filed 2026-10-22
MBA Advisors LLC
DECREASED
Shares510 from 566
Change-56 (-10%)
Value$259.7K (-$28.6K)
Filed 2026-10-29
Miller Financial Services LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$259.7K (-$107)
Filed 2026-10-20
Ejmk Ventures LLC
INCREASED
Shares509 from 446
Change+63 (+14%)
Value$259.2K (+$32.0K)
Filed 2026-10-21
Catalyst Investment Management LLC
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$258.7K (-$107)
Filed 2026-10-21
Lifelong Wealth Advisors, Inc.
INCREASED
Shares506 from 503
Change+3 (+1%)
Value$257.7K (+$1.4K)
Filed 2026-10-19
Prudent Man Investment Management, Inc.
DECREASED
Shares505 from 510
Change-5 (-1%)
Value$257.2K (+$10.5K)
Filed 2026-11-03
bLong Financial, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$257.2K (-$105)
Filed 2026-10-29
Broadway Wealth Solutions, Inc.
INCREASED
Shares504 from 489
Change+15 (+3%)
Value$256.8K (+$7.5K)
Filed 2026-10-21
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$256.7K (-$106)
Filed 2026-11-03
Liberty Atlantic Advisors LLC
INCREASED
Shares502 from 491
Change+11 (+2%)
Value$255.6K (+$5.5K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
NEW
Shares501
Change+501
Value$255.3K
Filed 2026-10-13
Summit Asset Management, LLC
INCREASED
Shares501 from 499
Change+2 (+0%)
Value$255.1K (+$913)
Filed 2026-11-05
Holos Integrated Wealth LLC
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$274.7K (+$6.4K)
Filed 2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares500
Change+500
Value$254.4K
Filed 2026-10-15
William John Sempolinski
DECREASED
Shares500 from 603
Change-103 (-17%)
Value$254.6K (-$52.6K)
Filed 2026-10-20
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$254.8K (-$10)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares498 from 483
Change+15 (+3%)
Value$254 (-$245.7K)
Filed 2026-10-14
Howard Financial Services, Ltd.
INCREASED
Shares496 from 432
Change+64 (+15%)
Value$252.4K (+$32.1K)
Filed 2026-10-15
Smart Wealth LLC
INCREASED
Shares496 from 495
Change+1 (+0%)
Value$252.8K (+$358)
Filed 2026-11-04
Newman Dignan & Sheerar, Inc.
DECREASED
Shares493 from 508
Change-15 (-3%)
Value$251.3K (-$7.4K)
Filed 2026-10-21
Connecticut Capital Management Group, LLC
INCREASED
Shares492 from 472
Change+20 (+4%)
Value$250.6K (+$10.1K)
Filed 2026-10-29
Grant Private Wealth Management Inc
DECREASED
Shares490 from 629
Change-139 (-22%)
Value$249.3K (-$70.9K)
Filed 2026-10-19
Indiana Trust & Investment Management Co
INCREASED
Shares489 from 482
Change+7 (+1%)
Value$249.0K (+$3.5K)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
DECREASED
Shares488 from 573
Change-85 (-15%)
Value$248.5K (-$43.4K)
Filed 2026-10-26
Interchange Capital Partners, LLC
INCREASED
Shares487 from 459
Change+28 (+6%)
Value$248.0K (+$14.2K)
Filed 2026-10-28
Cherokee Insurance Co
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$247.5K (-$102)
Filed 2026-11-05
City Holding Co
DECREASED
Shares484 from 509
Change-25 (-5%)
Value$246.5K (-$12.8K)
Filed 2026-10-19
Mid-American Wealth Advisory Group, Inc.
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$246.3K (-$102)
Filed 2026-10-21
Avail Investment Partners, LLC
DECREASED
Shares483 from 506
Change-23 (-5%)
Value$246.0K (-$11.8K)
Filed 2026-10-16
DSG Capital Advisors, LLC
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$246.0K (-$2.8K)
Filed 2026-11-05
Guardian Asset Advisors, LLC
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$244.7K (-$99)
Filed 2026-10-16
Investment Advisory Services Inc
INCREASED
Shares480 from 479
Change+1 (+0%)
Value$244.6K (+$609)
Filed 2026-10-27
Consilium Wealth Advisory, LLC
NEW
Shares479
Change+479
Value$243.8K
Filed 2026-10-14
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares479 from 478
Change+1 (+0%)
Value$243.7K (-$33)
Filed 2026-10-29
Stonehearth Capital Management, LLC
UNCHANGED
Shares478 from 478
Change0 (0%)
Value$243.2K (-$100)
Filed 2026-10-13
Elser Financial Planning, Inc
INCREASED
Shares475 from 468
Change+7 (+2%)
Value$242.1K (+$3.5K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$241.9K (-$100)
Filed 2026-10-27
Smith Salley Wealth Management
DECREASED
Shares473 from 496
Change-23 (-5%)
Value$240.9K (-$11.8K)
Filed 2026-11-03
Clear Trail Advisors, LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$240.4K (-$99)
Filed 2026-10-20
Tsfg, LLC
INCREASED
Shares471 from 455
Change+16 (+4%)
Value$240 (-$231.8K)
Filed 2026-10-23
Hughes Financial Services, LLC
INCREASED
Shares471 from 465
Change+6 (+1%)
Value$303.1K (+$66.2K)
Filed 2026-10-30
Terra Nova Asset Management LLC
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$239.3K (-$99)
Filed 2026-10-13
Piscataqua Savings Bank
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$239.3K (-$94)
Filed 2026-10-21
Crown Wealth Group, LLC
DECREASED
Shares469 from 485
Change-16 (-3%)
Value$239.0K (-$8.2K)
Filed 2026-10-19
Goldenstone Wealth Management LLC
DECREASED
Shares469 from 485
Change-16 (-3%)
Value$239.0K (-$8.1K)
Filed 2026-11-04
Sather Financial Group Inc
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$237.8K (-$98)
Filed 2026-10-30
Tepp RIA, LLC
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$238.0K (-$5)
Filed 2026-10-14
Silverlake Wealth Management LLC
DECREASED
Shares466 from 523
Change-57 (-11%)
Value$237.4K (-$28.9K)
Filed 2026-10-21
Shade Tree Advisors LLC
NEW
Shares464
Change+464
Value$236.3K
Filed 2026-10-22
Perennial Advisors, LLC
DECREASED
Shares463 from 465
Change-2 (0%)
Value$235.8K (-$1.1K)
Filed 2026-10-13
Gemmer Asset Management LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$235.3K (-$97)
Filed 2026-10-16
Legacies Wealth LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$235.3K (-$97)
Filed 2026-11-02
Collective Family Office LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$235.3K (-$97)
Filed 2026-10-05
Adelphi Trust Co
INCREASED
Shares461 from 435
Change+26 (+6%)
Value$234.8K (+$13.2K)
Filed 2026-10-05
Apollon Financial, LLC
DECREASED
Shares458 from 546
Change-88 (-16%)
Value$233.1K (-$44.9K)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares458 from 398
Change+60 (+15%)
Value$233.2K (+$30.5K)
Filed 2026-10-20
Manchester Capital Management LLC
DECREASED
Shares457 from 476
Change-19 (-4%)
Value$232.7K (-$9.8K)
Filed 2026-10-22
J. L. Bainbridge & Co., Inc.
DECREASED
Shares456 from 487
Change-31 (-6%)
Value$232.2K (-$15.9K)
Filed 2026-10-20
Goldstein Advisors, LLC
INCREASED
Shares454 from 412
Change+42 (+10%)
Value$231.2K (+$21.3K)
Filed 2026-10-15
Global Strategic Investment Solutions, LLC
INCREASED
Shares452 from 444
Change+8 (+2%)
Value$230.3K (+$4.0K)
Filed 2026-10-16
Royal Fund Management, LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$230.1K (-$95)
Filed 2026-10-22
First Community Trust NA
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$229.7K (-$94)
Filed 2026-10-07
Epiq Partners, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$229.2K (-$94)
Filed 2026-10-07
R. W. Roge & Company, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$229 (-$228.8K)
Filed 2026-11-04
Financial Enhancement Group LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$223.7K (-$4.6K)
Filed 2026-10-08
Hopwood Financial Services, Inc.
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$228.4K (-$79)
Filed 2026-10-29
Harbor Group, Inc.
INCREASED
Shares447 from 446
Change+1 (+0%)
Value$227.8K (+$596)
Filed 2026-10-14
Financial Solutions Advisory Group, Inc.
DECREASED
Shares446 from 461
Change-15 (-3%)
Value$246.2K (+$7.3K)
Filed 2026-10-28
G&S Capital LLC
DECREASED
Shares444 from 462
Change-18 (-4%)
Value$226.0K (-$9.6K)
Filed 2026-10-23
Vision Capital Management, Inc.
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$226.1K (-$94)
Filed 2026-10-20
Richard C. Young & Co., Ltd.
INCREASED
Shares443 from 417
Change+26 (+6%)
Value$225.6K (+$13.1K)
Filed 2026-11-04
Fortress Financial Group, LLC
INCREASED
Shares441 from 438
Change+3 (+1%)
Value$224.8K (+$1.4K)
Filed 2026-10-21
Burton Enright Welch
DECREASED
Shares440 from 468
Change-28 (-6%)
Value$224.1K (-$14.4K)
Filed 2026-11-04
Cordatus Wealth Management LLC
DECREASED
Shares439 from 451
Change-12 (-3%)
Value$223.6K (-$6.2K)
Filed 2026-10-19
Winthrop Capital Management, LLC
INCREASED
Shares439 from 438
Change+1 (+0%)
Value$223.4K (+$415)
Filed 2026-11-05
Rhodes Investment Advisors Inc
INCREASED
Shares438 from 432
Change+6 (+1%)
Value$223.1K (+$3.0K)
Filed 2026-10-07
Thrive Capital Management, LLC
INCREASED
Shares438 from 433
Change+5 (+1%)
Value$223.1K (+$2.3K)
Filed 2026-10-28
Stegent Equity Advisors, Inc.
DECREASED
Shares437 from 686
Change-249 (-36%)
Value$222.5K (-$126.9K)
Filed 2026-10-13
FAI Advisors, Inc.
DECREASED
Shares437 from 448
Change-11 (-2%)
Value$222.5K (-$5.7K)
Filed 2026-10-27
Eagle Global Advisors LLC
DECREASED
Shares436 from 440
Change-4 (-1%)
Value$222.1K (-$2.1K)
Filed 2026-11-02
Kennedy Investment Group, Inc.
DECREASED
Shares436 from 440
Change-4 (-1%)
Value$222.3K (-$1.9K)
Filed 2026-10-21
Lionshead Wealth Management, LLC
INCREASED
Shares434 from 433
Change+1 (+0%)
Value$221.3K (+$418)
Filed 2026-10-21
Bayban
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$221.1K ($0)
Filed 2026-11-05
Woodard & Co Asset Management Group Inc
DECREASED
Shares433 from 435
Change-2 (0%)
Value$220.5K (-$1.1K)
Filed 2026-11-03
Sawgrass Asset Management LLC
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$220.5K (-$91)
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$220.5K (-$91)
Filed 2026-10-01
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$219.5K (-$90)
Filed 2026-10-15
Fairscale Capital, LLC
INCREASED
Shares430 from 429
Change+1 (+0%)
Value$273.9K (+$55.3K)
Filed 2026-11-04
Canton Hathaway, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$219.0K (-$90)
Filed 2026-10-23
TriaGen Wealth Management LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$219.0K (-$90)
Filed 2026-10-14
Baker Ellis Asset Management LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$219.0K (-$90)
Filed 2026-10-14
Finward Bancorp
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$218.5K (-$90)
Filed 2026-10-14
Dala Group, LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$218.0K (+$20)
Filed 2026-10-29
XY Planning Network, Inc.
NEW
Shares427
Change+427
Value$217.4K
Filed 2026-10-14
Stevens Capital Partners
INCREASED
Shares427 from 420
Change+7 (+2%)
Value$217.2K (+$3.4K)
Filed 2026-10-29
Wealthcare Capital Partners, LLC
INCREASED
Shares424 from 409
Change+15 (+4%)
Value$216.1K (+$8.0K)
Filed 2026-10-21
AM Investment Strategies LLC
INCREASED
Shares424 from 420
Change+4 (+1%)
Value$216 (+$2)
Filed 2026-11-05
Old Second National Bank of Aurora
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$214.9K (-$88)
Filed 2026-10-22
Sculati Wealth Management, LLC
NEW
Shares421
Change+421
Value$215.5K
Filed 2026-10-19
Weaver Capital Management LLC
NEW
Shares421
Change+421
Value$214.3K
Filed 2026-10-15
Quintet Private Bank (Europe) S.A.
INCREASED
Shares420 from 310
Change+110 (+35%)
Value$213.9K (+$56.0K)
Filed 2026-10-08
Clark Asset Management, LLC
DECREASED
Shares420 from 441
Change-21 (-5%)
Value$214.0K (-$10.7K)
Filed 2026-10-19
Professional Financial Advisors, LLC
INCREASED
Shares420 from 417
Change+3 (+1%)
Value$213.7K (+$1.3K)
Filed 2026-10-13
TPG Advisors LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$213.8K (-$88)
Filed 2026-10-16
Manchester Financial Inc
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$213.7K (-$88)
Filed 2026-10-15
Evolution Wealth Advisors, LLC
NEW
Shares419
Change+419
Value$213.4K
Filed 2026-11-03
KFG Wealth Management, LLC
DECREASED
Shares419 from 485
Change-66 (-14%)
Value$213.2K (-$34.2K)
Filed 2026-10-16
One Advisory Partners, LLC
DECREASED
Shares419 from 428
Change-9 (-2%)
Value$213.4K (-$4.7K)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares419 from 412
Change+7 (+2%)
Value$213.5K (+$3.7K)
Filed 2026-10-13
Burford Brothers, Inc.
DECREASED
Shares417 from 480
Change-63 (-13%)
Value$212.3K (-$32.1K)
Filed 2026-10-21
West Paces Advisors Inc.
DECREASED
Shares417 from 451
Change-34 (-8%)
Value$212.4K (-$17.4K)
Filed 2026-10-13
First Growth Capital LLC
INCREASED
Shares416 from 411
Change+5 (+1%)
Value$211.8K (+$2.5K)
Filed 2026-10-15
Weaver Consulting Group
NEW
Shares415
Change+415
Value$211.3K
Filed 2026-10-07
First United Bank & Trust
DECREASED
Shares415 from 422
Change-7 (-2%)
Value$211.3K (-$3.7K)
Filed 2026-10-22
Forbes J M & Co LLP
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$210.3K (-$87)
Filed 2026-10-16
Advocate Group LLC
DECREASED
Shares412 from 562
Change-150 (-27%)
Value$209.8K (-$76.5K)
Filed 2026-10-19
Michels Family Financial, LLC
DECREASED
Shares412 from 422
Change-10 (-2%)
Value$209.6K (-$5.3K)
Filed 2026-11-02
Cornerstone Planning, LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$209.9K (+$1)
Filed 2026-10-27
Parisi Gray Wealth Management
NEW
Shares411
Change+411
Value$209.3K
Filed 2026-10-16
Elco Management Co., LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$209.3K (-$86)
Filed 2026-10-14
Wrenne Financial Planning LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$209.3K (-$86)
Filed 2026-10-30
TSG Advice Partners, LLC
NEW
Shares410
Change+410
Value$209.1K
Filed 2026-10-29
Mattern Wealth Management LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$208.3K (-$86)
Filed 2026-11-04
Wilkins Investment Counsel Inc
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$208.3K (-$86)
Filed 2026-11-03
Box Hill Private Wealth LLC
DECREASED
Shares407 from 428
Change-21 (-5%)
Value$207.4K (-$10.7K)
Filed 2026-10-05
Elevated Capital Advisors, LLC
DECREASED
Shares406 from 447
Change-41 (-9%)
Value$206.7K (-$21.0K)
Filed 2026-11-04
Good Harbor Advisors, Inc.
DECREASED
Shares406 from 409
Change-3 (-1%)
Value$206.8K (-$1.6K)
Filed 2026-10-20
Detalus Advisors, LLC
DECREASED
Shares404 from 424
Change-20 (-5%)
Value$205.6K (-$10.4K)
Filed 2026-10-15
Clarity Wealth Development LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$205.7K (-$85)
Filed 2026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$205.2K (+$376)
Filed 2026-11-02
Artesa Financial Group, LLC
NEW
Shares402
Change+402
Value$204.7K
Filed 2026-10-29
Lincoln Capital LLC
NEW
Shares402
Change+402
Value$204.7K
Filed 2026-10-09
Enzi Wealth
DECREASED
Shares402 from 408
Change-6 (-1%)
Value$202.6K (-$7.5K)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
NEW
Shares401
Change+401
Value$204.3K
Filed 2026-11-03
Sunpointe, LLC
DECREASED
Shares401 from 602
Change-201 (-33%)
Value$204.2K (-$102.5K)
Filed 2026-10-22
Coyle Financial Counsel LLC
NEW
Shares400
Change+400
Value$203.7K
Filed 2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares400 from 426
Change-26 (-6%)
Value$203.6K (-$13.2K)
Filed 2026-10-08
Tucker Asset Management LLC
DECREASED
Shares400 from 410
Change-10 (-2%)
Value$203.7K (-$5.2K)
Filed 2026-10-29
Adkins Seale Capital Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$203.7K (-$84)
Filed 2026-10-27
DMC Group, LLC
NEW
Shares399
Change+399
Value$203.2K
Filed 2026-10-26
Brickley Wealth Management
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$203.2K (-$84)
Filed 2026-11-04
Providence Wealth Advisors, LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$200.6K (-$13.2K)
Filed 2026-10-29
RVW Wealth, LLC
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$202.2K (-$84)
Filed 2026-10-06
Arrow Financial Corp
INCREASED
Shares396 from 395
Change+1 (+0%)
Value$201.7K (+$426)
Filed 2026-10-26
Rockport Wealth LLC
UNCHANGED
Shares396 from 396
Change0 (0%)
Value$201.7K (-$82)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$195.6K (-$81)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
NEW
Shares379
Change+379
Value$243.9K
Filed 2026-11-02
North Star Investment Management Corp.
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$192.5K (-$194)
Filed 2026-10-27
AXS Investments LLC
NEW
Shares377
Change+377
Value$192.0K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares375
Change+375
Value$191.0K
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
INCREASED
Shares365 from 363
Change+2 (+1%)
Value$186.2K (+$951)
Filed 2026-10-30
Richardson Financial Services Inc.
INCREASED
Shares363 from 313
Change+50 (+16%)
Value$184.9K (+$25.4K)
Filed 2026-10-30
Evexia Wealth LLC
NEW
Shares341
Change+341
Value$216.3K
Filed 2026-11-05
Flagship Wealth Advisors, LLC
DECREASED
Shares334 from 444
Change-110 (-25%)
Value$170.1K (-$56.1K)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$170.1K (-$70)
Filed 2026-10-26
Community Financial Services Group, LLC
INCREASED
Shares330 from 324
Change+6 (+2%)
Value$166.8K (-$2.3K)
Filed 2026-10-15
Kroeger Financial Partners
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$168.1K (-$69)
Filed 2026-10-19
Destiny Wealth Partners, LLC
NEW
Shares317
Change+317
Value$203.9K
Filed 2026-11-05
Mosley Wealth Management
INCREASED
Shares316 from 9
Change+307 (+3411%)
Value$168.3K (+$163.7K)
Filed 2026-10-16
Maj Invest Holding A/S
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$160 ($0)
Filed 2026-10-27
Lodestone Wealth Management LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$156.8K (-$40)
Filed 2026-10-14
CrossGen Wealth, LLC
DECREASED
Shares306 from 315
Change-9 (-3%)
Value$155.6K (-$5.0K)
Filed 2026-10-30
Groesbeck Investment Management Corp
DECREASED
Shares303 from 334
Change-31 (-9%)
Value$154 (-$16)
Filed 2026-10-26
Eastern Bank
INCREASED
Shares299 from 89
Change+210 (+236%)
Value$152.3K (+$106.9K)
Filed 2026-10-05
Armstrong Advisory Group, Inc
DECREASED
Shares289 from 294
Change-5 (-2%)
Value$147.2K (-$2.6K)
Filed 2026-10-09
IFS Advisors, LLC
INCREASED
Shares281 from 13
Change+268 (+2062%)
Value$143.1K (+$136.5K)
Filed 2026-10-14
Private Wealth Management Group, LLC
INCREASED
Shares280 from 169
Change+111 (+66%)
Value$142.7K (+$56.4K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
DECREASED
Shares279 from 298
Change-19 (-6%)
Value$142.1K (-$9.7K)
Filed 2026-10-21
Avion Wealth
DECREASED
Shares273 from 286
Change-13 (-5%)
Value$139 (-$144.9K)
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$137.1K (-$46)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares261 from 164
Change+97 (+59%)
Value$132.9K (+$49.4K)
Filed 2026-10-14
WPG Advisers, LLC
DECREASED
Shares258 from 259
Change-1 (0%)
Value$131.4K (-$563)
Filed 2026-10-27
Laurel Wealth Advisors LLC
NEW
Shares255
Change+255
Value$129.9K
Filed 2026-10-27
Byrne Asset Management LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$127.4K (-$998)
Filed 2026-10-06
SBK Financial, Inc.
DECREASED
Shares250 from 266
Change-16 (-6%)
Value$127.3K (-$8.2K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$122.2K (-$51)
Filed 2026-10-23
Godsey & Gibb, Inc
DECREASED
Shares239 from 285
Change-46 (-16%)
Value$121.7K (-$23.5K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares232 from 174
Change+58 (+33%)
Value$118.4K (+$29.6K)
Filed 2026-11-05
Reap Financial Group, LLC
INCREASED
Shares228 from 207
Change+21 (+10%)
Value$116.1K (+$10.4K)
Filed 2026-11-02
Sawyer & Company, Inc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$116.1K (-$48)
Filed 2026-10-21
Elevation Wealth Partners, LLC
INCREASED
Shares218 from 193
Change+25 (+13%)
Value$111.0K (+$12.7K)
Filed 2026-10-07
MH & Associates Securities Management Corp
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$110.5K (-$45)
Filed 2026-10-30
Mascoma Wealth Management LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$109.0K (-$44)
Filed 2026-10-23
Balance Wealth Partners LLC
NEW
Shares213
Change+213
Value$108.6K
Filed 2026-10-27
Friedenthal Financial
NEW
Shares208
Change+208
Value$105.9K
Filed 2026-10-27
Bank & Trust Co
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$105.4K (-$43)
Filed 2026-10-07
Citizens National Bank Trust Department
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$104.9K (-$43)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$104.9K (-$43)
Filed 2026-11-02
Nfsg Corp
DECREASED
Shares203 from 241
Change-38 (-16%)
Value$103.4K (-$19.6K)
Filed 2026-10-15
Axxion S.A.
INCREASED
Shares200 from 100
Change+100 (+100%)
Value$101.9K (+$50.9K)
Filed 2026-10-22
Cranbrook Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$102.0K (+$103)
Filed 2026-10-28
Evolution Wealth Management Inc.
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$101.3K (-$42)
Filed 2026-10-28
American Capital Advisory, LLC
INCREASED
Shares193 from 176
Change+17 (+10%)
Value$98.3K (+$8.6K)
Filed 2026-10-28
IMG Wealth Management, Inc.
INCREASED
Shares192 from 184
Change+8 (+4%)
Value$97.8K (+$4.0K)
Filed 2026-10-27
Downshift Financial, LLC
INCREASED
Shares190 from 160
Change+30 (+19%)
Value$96.8K (+$15.2K)
Filed 2026-10-13
Salomon & Ludwin, LLC
DECREASED
Shares178 from 180
Change-2 (-1%)
Value$90.6K (-$3.3K)
Filed 2026-10-29
Covestor Ltd
INCREASED
Shares177 from 156
Change+21 (+13%)
Value$90 (-$79.9K)
Filed 2026-10-30
Abound Wealth Management
INCREASED
Shares170 from 81
Change+89 (+110%)
Value$86.5K (+$45.3K)
Filed 2026-10-26
Brown Shipley& Co Ltd
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$86.6K (-$35)
Filed 2026-10-09
Pioneer Family Office, LLC
INCREASED
Shares169 from 168
Change+1 (+1%)
Value$86.0K (+$248)
Filed 2026-10-30
Blume Capital Management, Inc.
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$84.0K (-$34)
Filed 2026-10-26
Mcdonald Partners LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$84.0K (-$35)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares159 from 51
Change+108 (+212%)
Value$81.1K (+$55.0K)
Filed 2026-10-19
Catherine Avery Investment Management LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$79.0K (-$18)
Filed 2026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$76.4K (-$31)
Filed 2026-10-23
Hanson & Doremus Investment Management
INCREASED
Shares141 from 136
Change+5 (+4%)
Value$72 (-$68.9K)
Filed 2026-10-16
Gen-Wealth Partners Inc
DECREASED
Shares139 from 174
Change-35 (-20%)
Value$71.0K (-$17.7K)
Filed 2026-11-04
Monetary Solutions, Ltd
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$69.3K (-$29)
Filed 2026-10-22
Bell Investment Advisors, Inc
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$66.7K (-$28)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares130 from 153
Change-23 (-15%)
Value$66.2K (-$11.7K)
Filed 2026-10-15
Owl Creek Wealth Partners LLC
DECREASED
Shares128 from 134
Change-6 (-4%)
Value$65.2K (-$3.1K)
Filed 2026-10-20
Navigoe, LLC
DECREASED
Shares127 from 129
Change-2 (-2%)
Value$64 (-$1)
Filed 2026-11-04
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$73.7K (+$10.1K)
Filed 2026-10-29
UMB Private Wealth Management, LLC
NEW
Shares123
Change+123
Value$62.6K
Filed 2026-10-19
SJS Investment Consulting Inc.
DECREASED
Shares120 from 122
Change-2 (-2%)
Value$61.2K (-$1.0K)
Filed 2026-10-26
CGC Financial Services, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$60.6K (+$219)
Filed 2026-10-13
Polaris Financial Partners
NEW
Shares116
Change+116
Value$60
Filed 2026-10-02
Meriwether Wealth & Planning, LLC
NEW
Shares115
Change+115
Value$58.6K
Filed 2026-10-13
Madden Securities Corp
NEW
Shares115
Change+115
Value$58.6K
Filed 2026-10-27
Physician Wealth Advisors, Inc.
INCREASED
Shares115 from 72
Change+43 (+60%)
Value$58.6K (+$21.9K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares112 from 104
Change+8 (+8%)
Value$56.8K (+$4.1K)
Filed 2026-10-13
Kelleher Financial Advisors
DECREASED
Shares111 from 210
Change-99 (-47%)
Value$56.5K (-$50.5K)
Filed 2026-10-30
Western Pacific Wealth Management, LP
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$56.1K (-$23)
Filed 2026-10-16
Key Capital Management, Inc
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$54.0K (-$22)
Filed 2026-11-03
Bayforest Capital Ltd
INCREASED
Shares105 from 43
Change+62 (+144%)
Value$53.5K (+$31.6K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
DECREASED
Shares104 from 108
Change-4 (-4%)
Value$53.0K (-$2.3K)
Filed 2026-10-21
Hartford Financial Management Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$51.9K (-$21)
Filed 2026-10-21
Richardson Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$50.9K (-$21)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$50.9K (-$21)
Filed 2026-10-15
Rational Advisors, Inc.
INCREASED
Shares99 from 84
Change+15 (+18%)
Value$50.4K (+$7.6K)
Filed 2026-11-02
McCarley & Cook Financial Planners
INCREASED
Shares99 from 98
Change+1 (+1%)
Value$50.2K (+$309)
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares98
Change+98
Value$50.3K
Filed 2026-10-09
Activest Wealth Management
DECREASED
Shares94 from 104
Change-10 (-10%)
Value$48.0K (-$5.1K)
Filed 2026-10-15
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$46.9K (-$2.7K)
Filed 2026-10-01
North Point Portfolio Managers Corp
NEW
Shares89
Change+89
Value$45.3K
Filed 2026-10-07
Plante Moran Financial Advisors, LLC
DECREASED
Shares89 from 99
Change-10 (-10%)
Value$45.3K (-$5.1K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares89 from 79
Change+10 (+13%)
Value$45.3K (+$5.2K)
Filed 2026-10-14
Arlington Trust Co LLC
INCREASED
Shares88 from 13
Change+75 (+577%)
Value$44.8K (+$38.2K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$44.3K (-$19)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$41.3K (-$37)
Filed 2026-10-29
MTM Investment Management, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$40.8K (+$222)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$40.7K (-$17)
Filed 2026-10-28
Pittenger & Anderson Inc
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$40.7K (-$17)
Filed 2026-11-02
Tower Trust & Investment Co
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$40.7K (-$16)
Filed 2026-10-28
Sunrise Financial Services, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$40.7K (-$17)
Filed 2026-10-21
Lynch Investment Planning, LLC
NEW
Shares79
Change+79
Value$40.2K
Filed 2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares78 from 66
Change+12 (+18%)
Value$39.7K (+$6.1K)
Filed 2026-10-30
Washington Trust Advisors, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$38.7K (-$15)
Filed 2026-10-22
Breakwater Investment Management
DECREASED
Shares73 from 85
Change-12 (-14%)
Value$37.2K (-$6.1K)
Filed 2026-10-20
Centerpoint Advisors, LLC
INCREASED
Shares70 from 34
Change+36 (+106%)
Value$36 (+$19)
Filed 2026-11-05
Beacon Financial Strategies Corp
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$35.6K (-$15)
Filed 2026-10-14
Wilkerson Advisory Group LLC
DECREASED
Shares69 from 86
Change-17 (-20%)
Value$35.1K (-$8.7K)
Filed 2026-10-20
James T. Borello RIA
DECREASED
Shares69 from 72
Change-3 (-4%)
Value$35.1K (-$1.5K)
Filed 2026-10-16
Kentucky Trust Co
DECREASED
Shares65 from 93
Change-28 (-30%)
Value$33.1K (-$14.3K)
Filed 2026-10-15
Aspect Partners, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$31.6K (-$13)
Filed 2026-10-20
Jnba Financial Advisors
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$30.6K (-$13)
Filed 2026-11-03
Joseph Group Capital Management
INCREASED
Shares55 from 39
Change+16 (+41%)
Value$28.0K (+$8.1K)
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares54 from 49
Change+5 (+10%)
Value$27.5K (+$2.5K)
Filed 2026-10-19
Princeton Global Asset Management LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$26.5K (-$11)
Filed 2026-10-21
Chapman Financial Group, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$25.5K (-$10)
Filed 2026-10-26
Central Pacific Bank - Trust Division
DECREASED
Shares49 from 657
Change-608 (-93%)
Value$25.0K (-$309.8K)
Filed 2026-10-06
United Financial Planning Group LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$23.9K (-$10)
Filed 2026-11-04
PFS Partners, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$23.6K (+$87)
Filed 2026-10-21
High Point Wealth Management, LLC
INCREASED
Shares45 from 40
Change+5 (+13%)
Value$22.9K (+$2.5K)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED
Shares45 from 40
Change+5 (+13%)
Value$22.9K (+$2.5K)
Filed 2026-11-03
Guardian Partners Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$21.4K (-$9)
Filed 2026-10-21
Miller Wealth Advisors, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$21.4K (-$8)
Filed 2026-11-02
University of Texas S AM Investment Management Co
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$20.4K (-$8)
Filed 2026-11-03
Louisbourg Investments Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$18.8K (-$8)
Filed 2026-10-20
Main Street Group, LTD
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$18.3K (-$8)
Filed 2026-10-28
Harbor Asset Planning, Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$18.5K (-$7)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
INCREASED
Shares33 from 15
Change+18 (+120%)
Value$16.8K (+$9.2K)
Filed 2026-10-29
Bare Financial Services, Inc
DECREASED
Shares33 from 34
Change-1 (-3%)
Value$16.8K (-$515)
Filed 2026-11-04
Retirement Wealth Solutions LLC
INCREASED
Shares31 from 30
Change+1 (+3%)
Value$15.6K (+$519)
Filed 2026-10-07
Proathlete Wealth Management LLC
NEW
Shares30
Change+30
Value$15.3K
Filed 2026-10-15
Burk Holdings LLC
INCREASED
Shares30 from 17
Change+13 (+76%)
Value$15.3K (+$6.6K)
Filed 2026-11-05
Kimelman & Baird, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$15.3K (-$6)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares29
Change+29
Value$14.8K
Filed 2026-10-27
Transce3nd, LLC
DECREASED
Shares28 from 36
Change-8 (-22%)
Value$15.4K (-$3.4K)
Filed 2026-10-26
Creative Capital Management Investments LLC
INCREASED
Shares27 from 16
Change+11 (+69%)
Value$13.8K (+$5.6K)
Filed 2026-10-28
Horizon Financial Services, LLC
DECREASED
Shares26 from 41
Change-15 (-37%)
Value$13.2K (-$7.6K)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$13.3K (-$5)
Filed 2026-11-03
RHL Group, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$13.2K (+$7)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares25
Change+25
Value$12.7K
Filed 2026-10-27
Valued Wealth Advisors LLC
INCREASED
Shares25 from 20
Change+5 (+25%)
Value$12.9K (+$2.5K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$12.7K (-$5)
Filed 2026-10-16
Marquette Asset Management, LLC
DECREASED
Shares23 from 26
Change-3 (-12%)
Value$11.7K (-$1.5K)
Filed 2026-10-09
Fairway Wealth LLC
NEW
Shares22
Change+22
Value$11.2K
Filed 2026-10-30
Accordant Advisory Group Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$10.7K (-$4)
Filed 2026-10-29
Three Bridge Wealth Advisors, LLC
NEW
Shares20
Change+20
Value$10.2K
Filed 2026-11-05
Pacifica Partners Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$10.1K (-$804)
Filed 2026-10-09
Align Financial, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$10.2K (-$4)
Filed 2026-10-16
Planning Strategies Inc.
INCREASED
Shares18 from 17
Change+1 (+6%)
Value$9.2K (+$506)
Filed 2026-10-02
Cedar Mountain Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$9.2K (-$3)
Filed 2026-10-15
CKW Financial Group
NEW
Shares17
Change+17
Value$9
Filed 2026-10-29
KFG LLC
NEW
Shares17
Change+17
Value$8.7K
Filed 2026-11-02
Livelsberger Financial Advisory
NEW
Shares16
Change+16
Value$8.3K
Filed 2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$8.3K (+$51)
Filed 2026-11-03
Daytona Street Capital LLC
NEW
Shares15
Change+15
Value$7.6K
Filed 2026-10-15
Birch Capital Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$7.6K (-$3)
Filed 2026-10-27
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$7.6K (-$2)
Filed 2026-10-23
Vima LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$7.6K (-$3)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$7.1K (-$2)
Filed 2026-10-15
Mainstream Capital Management LLC
NEW
Shares13
Change+13
Value$6.6K
Filed 2026-10-23
Team Financial Group, LLC
NEW
Shares11
Change+11
Value$5.9K
Filed 2026-10-30
Granite FO LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5.1K (-$2)
Filed 2026-10-14
Entrust Financial LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5.1K (-$2)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares9 from 10
Change-1 (-10%)
Value$4.6K (-$328)
Filed 2026-10-16
Miller Global Investments, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$4.6K (-$2)
Filed 2026-10-02
DecisionPoint Financial, LLC
INCREASED
Shares8 from 3
Change+5 (+167%)
Value$4.0K (+$2.5K)
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$3.3K (+$17)
Filed 2026-10-26
Quaker Wealth Management, LLC
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$2.5K (-$1.0K)
Filed 2026-10-22
PayPay Securities Corp
DECREASED
Shares5 from 6
Change-1 (-17%)
Value$2.5K (-$511)
Filed 2026-10-27
Your Advocates Ltd., LLP
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.0K (-$1)
Filed 2026-11-03
First Pacific Financial
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.1K (+$13)
Filed 2026-10-14
Gilpin Wealth Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.0K (-$1)
Filed 2026-10-09
Security National Bank
NEW
Shares3
Change+3
Value$1.5K
Filed 2026-10-26
Country Trust Bank
NEW
Shares3
Change+3
Value$1.5K
Filed 2026-10-30
Maseco LLP
NEW
Shares2
Change+2
Value$1.0K
Filed 2026-10-27
Phillip James Consulting Co.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.0K ($0)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares1
Change+1
Value$574
Filed 2026-10-27
Redwood Park Advisors LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$510 ($0)
Filed 2026-11-02
Matrix Asset Advisors Inc
CLOSED
Shares0 from 33,411
Change-33,411 (-100%)
Value$0 (-$17.0M)
Filed 2026-10-13
B&D White Capital Company, LLC
CLOSED
Shares0 from 9,100
Change-9,100 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-02
Oak Thistle LLC
CLOSED
Shares0 from 6,775
Change-6,775 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-21
OMC Financial Services LTD
CLOSED
Shares0 from 6,235
Change-6,235 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-19
Granite Group Advisors, LLC
CLOSED
Shares0 from 4,819
Change-4,819 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-14
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 4,403
Change-4,403 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-26
Leonteq Securities AG
CLOSED
Shares0 from 3,675
Change-3,675 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-29
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,537
Change-3,537 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,453
Change-2,453 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Vestor Capital, LLC
CLOSED
Shares0 from 2,174
Change-2,174 (-100%)
Value$0 (-$51)
Filed 2026-11-04
Perpetual Ltd
CLOSED
Shares0 from 2,003
Change-2,003 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-13
Waycross Partners, LLC
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$738.7K)
Filed 2026-11-03
Focused Alpha, LLC
CLOSED
Shares0 from 1,151
Change-1,151 (-100%)
Value$0 (-$586.4K)
Filed 2026-10-20
Gallacher Capital Management LLC
CLOSED
Shares0 from 918
Change-918 (-100%)
Value$0 (-$467.8K)
Filed 2026-10-30
AK Global Asset Management, LLC
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$343.9K)
Filed 2026-10-27
Allegiance Financial Group Advisory Services LLC
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$335.7K)
Filed 2026-11-02
Saxon Interests, Inc.
CLOSED
Shares0 from 658
Change-658 (-100%)
Value$0 (-$335.0K)
Filed 2026-10-26
Soundwatch Capital LLC
CLOSED
Shares0 from 651
Change-651 (-100%)
Value$0 (-$331.7K)
Filed 2026-11-04
Well Done, LLC
CLOSED
Shares0 from 647
Change-647 (-100%)
Value$0 (-$329.6K)
Filed 2026-10-20
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$316.9K)
Filed 2026-10-08
Sanchez Wealth Management Group
CLOSED
Shares0 from 613
Change-613 (-100%)
Value$0 (-$312.3K)
Filed 2026-11-02
Johnson Financial Group, LLC
CLOSED
Shares0 from 609
Change-609 (-100%)
Value$0 (-$310.3K)
Filed 2026-11-03
Motley Fool Asset Management LLC
CLOSED
Shares0 from 564
Change-564 (-100%)
Value$0 (-$287.3K)
Filed 2026-10-27
Capital CS Group, LLC
CLOSED
Shares0 from 529
Change-529 (-100%)
Value$0 (-$269.5K)
Filed 2026-10-29
Symmetry Partners, LLC
CLOSED
Shares0 from 522
Change-522 (-100%)
Value$0 (-$265.9K)
Filed 2026-10-27
HighRoad Wealth Advisors, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$254.7K)
Filed 2026-10-14
Stenger Family Office, LLC
CLOSED
Shares0 from 469
Change-469 (-100%)
Value$0 (-$238.9K)
Filed 2026-10-22
LifeGoal Investments, LLC
CLOSED
Shares0 from 464
Change-464 (-100%)
Value$0 (-$236.4K)
Filed 2026-10-09
Brick & Kyle, Associates
CLOSED
Shares0 from 464
Change-464 (-100%)
Value$0 (-$280.4K)
Filed 2026-11-05
LJI Wealth Management, LLC
CLOSED
Shares0 from 458
Change-458 (-100%)
Value$0 (-$233.5K)
Filed 2026-10-28
Hamilton Capital, LLC
CLOSED
Shares0 from 455
Change-455 (-100%)
Value$0 (-$231.6K)
Filed 2026-10-08
Accredited Investors Inc.
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$227.8K)
Filed 2026-11-03
Beacon Capital Management, LLC
CLOSED
Shares0 from 442
Change-442 (-100%)
Value$0 (-$225.1K)
Filed 2026-10-23
Nicholas Wealth, Llc.
CLOSED
Shares0 from 438
Change-438 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-26
National Wealth Management Group, LLC
CLOSED
Shares0 from 428
Change-428 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-26
Longview Financial Advisors, Inc.
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$217.6K)
Filed 2026-10-09
Foronjy Financial LLC
CLOSED
Shares0 from 424
Change-424 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-14
Simon Quick Advisors, LLC
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-26
Legacy Advisors, LLC
CLOSED
Shares0 from 398
Change-398 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-19
Strategic Equity Management
CLOSED
Shares0 from 397
Change-397 (-100%)
Value$0 (-$202.1K)
Filed 2026-11-04
MFA Wealth Advisors, LLC
CLOSED
Shares0 from 393
Change-393 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-07
Obsidian CIO, LLC
CLOSED
Shares0 from 344
Change-344 (-100%)
Value$0 (-$175.1K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$161.8K)
Filed 2026-10-26
Atlatl Advisers LLC
CLOSED
Shares0 from 273
Change-273 (-100%)
Value$0 (-$139.1K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$130.4K)
Filed 2026-10-15
Inspire Investing, LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$91.2K)
Filed 2026-10-22
Solstein Capital, LLC
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$70.8K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$57.6K)
Filed 2026-10-16
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$40.8K)
Filed 2026-11-03
Stone House Investment Management, LLC
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$29.3K)
Filed 2026-10-23
Burkett Financial Services, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$29.5K)
Filed 2026-10-01
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$25.5K)
Filed 2026-11-05
Summit Securities Group LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$23.9K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$18.1K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$12.9K)
Filed 2026-10-29
Bullseye Investment Management, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-29
FNY Investment Advisers, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$5)
Filed 2026-10-16
Decker Retirement Planning Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$510)
Filed 2026-10-14
Point Nemo Capital, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$7)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$497.5K (+$67.0K)
Filed 2026-10-29
State Street Corp
N/A
Shares— from 32,975,170
Change-32,975,170 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 18,877,978
Change-18,877,978 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 14,158,758
Change-14,158,758 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 7,806,000
Change-7,806,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,706,408
Change-5,706,408 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 5,559,369
Change-5,559,369 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 5,216,758
Change-5,216,758 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,426,642
Change-2,426,642 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,284,661
Change-2,284,661 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,961,038
Change-1,961,038 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,902,778
Change-1,902,778 (-100%)
Value—
Capital World Investors
N/A
Shares— from 1,844,218
Change-1,844,218 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,715,798
Change-1,715,798 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,667,767
Change-1,667,767 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,569,836
Change-1,569,836 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,515,260
Change-1,515,260 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,376,925
Change-1,376,925 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 1,370,094
Change-1,370,094 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,320,995
Change-1,320,995 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,289,500
Change-1,289,500 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,238,537
Change-1,238,537 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,229,884
Change-1,229,884 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,187,757
Change-1,187,757 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,166,742
Change-1,166,742 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 976,464
Change-976,464 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 900,840
Change-900,840 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 848,173
Change-848,173 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 765,707
Change-765,707 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 746,194
Change-746,194 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 671,430
Change-671,430 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 667,969
Change-667,969 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 666,011
Change-666,011 (-100%)
Value—
National Pension Service
N/A
Shares— from 650,340
Change-650,340 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 646,871
Change-646,871 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 627,798
Change-627,798 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 622,564
Change-622,564 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 596,388
Change-596,388 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 581,289
Change-581,289 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 570,452
Change-570,452 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 556,248
Change-556,248 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 538,919
Change-538,919 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 498,324
Change-498,324 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 469,401
Change-469,401 (-100%)
Value—
Barclays PLC
N/A
Shares— from 443,499
Change-443,499 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 442,917
Change-442,917 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 437,923
Change-437,923 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 421,486
Change-421,486 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 415,374
Change-415,374 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 413,620
Change-413,620 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 412,521
Change-412,521 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 400,393
Change-400,393 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 371,607
Change-371,607 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 370,609
Change-370,609 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 364,510
Change-364,510 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 361,467
Change-361,467 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 356,669
Change-356,669 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 349,747
Change-349,747 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 341,001
Change-341,001 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 320,001
Change-320,001 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 302,426
Change-302,426 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 298,520
Change-298,520 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 293,919
Change-293,919 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 291,171
Change-291,171 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 272,101
Change-272,101 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 268,317
Change-268,317 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 263,615
Change-263,615 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 256,530
Change-256,530 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 255,966
Change-255,966 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 249,393
Change-249,393 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 247,845
Change-247,845 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 234,249
Change-234,249 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 233,616
Change-233,616 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 229,217
Change-229,217 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 229,048
Change-229,048 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 222,515
Change-222,515 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 219,252
Change-219,252 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 219,051
Change-219,051 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 215,672
Change-215,672 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 200,484
Change-200,484 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 197,738
Change-197,738 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 187,506
Change-187,506 (-100%)
Value—
ING Groep NV
N/A
Shares— from 185,946
Change-185,946 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 180,309
Change-180,309 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 172,705
Change-172,705 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 171,822
Change-171,822 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 170,121
Change-170,121 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 168,032
Change-168,032 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 167,020
Change-167,020 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 164,914
Change-164,914 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 164,002
Change-164,002 (-100%)
Value—
Commerce Bank
N/A
Shares— from 163,693
Change-163,693 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 158,939
Change-158,939 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 158,818
Change-158,818 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 157,217
Change-157,217 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 150,186
Change-150,186 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 146,778
Change-146,778 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 141,581
Change-141,581 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 139,197
Change-139,197 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 135,505
Change-135,505 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 131,793
Change-131,793 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 130,236
Change-130,236 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 127,595
Change-127,595 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 126,828
Change-126,828 (-100%)
Value—
Natixis
N/A
Shares— from 126,380
Change-126,380 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 120,100
Change-120,100 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 116,139
Change-116,139 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 111,296
Change-111,296 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 110,612
Change-110,612 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 108,128
Change-108,128 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 106,987
Change-106,987 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 105,029
Change-105,029 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 104,999
Change-104,999 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 100,502
Change-100,502 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 96,671
Change-96,671 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 96,394
Change-96,394 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 96,385
Change-96,385 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 94,851
Change-94,851 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 94,347
Change-94,347 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 93,657
Change-93,657 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 93,283
Change-93,283 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 92,334
Change-92,334 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 92,193
Change-92,193 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 91,493
Change-91,493 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 91,401
Change-91,401 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 90,946
Change-90,946 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 90,123
Change-90,123 (-100%)
Value—
&partners
N/A
Shares— from 89,015
Change-89,015 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 88,117
Change-88,117 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 87,401
Change-87,401 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 86,525
Change-86,525 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 86,366
Change-86,366 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 85,954
Change-85,954 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 85,663
Change-85,663 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 84,331
Change-84,331 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 80,792
Change-80,792 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 80,085
Change-80,085 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 78,677
Change-78,677 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 78,549
Change-78,549 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 77,059
Change-77,059 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 76,897
Change-76,897 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 76,600
Change-76,600 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 75,472
Change-75,472 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 74,978
Change-74,978 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 74,765
Change-74,765 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 72,537
Change-72,537 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 68,915
Change-68,915 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 68,650
Change-68,650 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 68,000
Change-68,000 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 67,635
Change-67,635 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 66,452
Change-66,452 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 66,275
Change-66,275 (-100%)
Value—
Minneapolis Portfolio Management Group, LLC
N/A
Shares— from 64,720
Change-64,720 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 61,588
Change-61,588 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 61,354
Change-61,354 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 61,309
Change-61,309 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 59,935
Change-59,935 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 59,566
Change-59,566 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 57,477
Change-57,477 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 56,319
Change-56,319 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 56,236
Change-56,236 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 54,402
Change-54,402 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 54,292
Change-54,292 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 53,910
Change-53,910 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 53,493
Change-53,493 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 49,529
Change-49,529 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 48,441
Change-48,441 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 47,840
Change-47,840 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 47,657
Change-47,657 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 44,904
Change-44,904 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 44,726
Change-44,726 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 44,533
Change-44,533 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 43,921
Change-43,921 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 43,518
Change-43,518 (-100%)
Value—
Stephens Inc
N/A
Shares— from 42,868
Change-42,868 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 41,803
Change-41,803 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 41,792
Change-41,792 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 40,501
Change-40,501 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 40,161
Change-40,161 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 39,306
Change-39,306 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 38,715
Change-38,715 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 37,723
Change-37,723 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 36,600
Change-36,600 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 36,580
Change-36,580 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 35,818
Change-35,818 (-100%)
Value—
Blair William & Co
N/A
Shares— from 35,802
Change-35,802 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 35,574
Change-35,574 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 35,404
Change-35,404 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 34,777
Change-34,777 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 34,450
Change-34,450 (-100%)
Value—
FIL Ltd
N/A
Shares— from 34,195
Change-34,195 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 33,571
Change-33,571 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 33,382
Change-33,382 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,626
Change-32,626 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 32,477
Change-32,477 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 32,399
Change-32,399 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 32,377
Change-32,377 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 32,296
Change-32,296 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 32,133
Change-32,133 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 31,490
Change-31,490 (-100%)
Value—
Avenir Corp
N/A
Shares— from 31,375
Change-31,375 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 31,228
Change-31,228 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 31,118
Change-31,118 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 30,907
Change-30,907 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 30,842
Change-30,842 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 30,728
Change-30,728 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 30,416
Change-30,416 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 30,129
Change-30,129 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 29,045
Change-29,045 (-100%)
Value—
Amundi
N/A
Shares— from 29,010
Change-29,010 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 28,995
Change-28,995 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 28,956
Change-28,956 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 28,500
Change-28,500 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 28,206
Change-28,206 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 28,132
Change-28,132 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 27,709
Change-27,709 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,307
Change-27,307 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 27,262
Change-27,262 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 27,252
Change-27,252 (-100%)
Value—
NWI Management LP
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 26,374
Change-26,374 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 25,639
Change-25,639 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 25,476
Change-25,476 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 25,376
Change-25,376 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 25,364
Change-25,364 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 25,285
Change-25,285 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 25,021
Change-25,021 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 24,948
Change-24,948 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 24,723
Change-24,723 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 24,497
Change-24,497 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 24,412
Change-24,412 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 24,263
Change-24,263 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 23,801
Change-23,801 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 23,608
Change-23,608 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 23,584
Change-23,584 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 23,400
Change-23,400 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 23,223
Change-23,223 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 22,829
Change-22,829 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,606
Change-22,606 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 22,245
Change-22,245 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 22,234
Change-22,234 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 21,662
Change-21,662 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 21,578
Change-21,578 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 21,348
Change-21,348 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 21,091
Change-21,091 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 20,953
Change-20,953 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 20,738
Change-20,738 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 20,488
Change-20,488 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 20,359
Change-20,359 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 20,346
Change-20,346 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,135
Change-20,135 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 19,927
Change-19,927 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 19,815
Change-19,815 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 19,466
Change-19,466 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 19,409
Change-19,409 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 19,392
Change-19,392 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 19,369
Change-19,369 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 19,173
Change-19,173 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,171
Change-19,171 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 19,101
Change-19,101 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 18,472
Change-18,472 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 18,442
Change-18,442 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 18,438
Change-18,438 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 18,356
Change-18,356 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 18,239
Change-18,239 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 18,182
Change-18,182 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 17,728
Change-17,728 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 17,585
Change-17,585 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 17,567
Change-17,567 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 17,552
Change-17,552 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 17,431
Change-17,431 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 17,392
Change-17,392 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 17,201
Change-17,201 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 17,114
Change-17,114 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 17,111
Change-17,111 (-100%)
Value—
Allstate Corp
N/A
Shares— from 17,053
Change-17,053 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 16,954
Change-16,954 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 16,878
Change-16,878 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 16,807
Change-16,807 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 16,806
Change-16,806 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 16,577
Change-16,577 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 16,487
Change-16,487 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 16,371
Change-16,371 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 16,122
Change-16,122 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 16,069
Change-16,069 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 16,047
Change-16,047 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 15,965
Change-15,965 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 15,884
Change-15,884 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 15,867
Change-15,867 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 15,739
Change-15,739 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 15,545
Change-15,545 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 15,490
Change-15,490 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 15,252
Change-15,252 (-100%)
Value—
Simmons Bank
N/A
Shares— from 15,236
Change-15,236 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 15,184
Change-15,184 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 15,065
Change-15,065 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 14,806
Change-14,806 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 14,765
Change-14,765 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 14,687
Change-14,687 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 14,291
Change-14,291 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 14,233
Change-14,233 (-100%)
Value—
Mawer Investment Management Ltd.
N/A
Shares— from 14,217
Change-14,217 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 14,128
Change-14,128 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 13,840
Change-13,840 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 13,772
Change-13,772 (-100%)
Value—
Calydon Capital
N/A
Shares— from 13,721
Change-13,721 (-100%)
Value—
United Bank
N/A
Shares— from 13,642
Change-13,642 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 13,629
Change-13,629 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 13,577
Change-13,577 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 13,371
Change-13,371 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 13,229
Change-13,229 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 13,218
Change-13,218 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 13,180
Change-13,180 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 13,071
Change-13,071 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,028
Change-13,028 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,027
Change-13,027 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 13,021
Change-13,021 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 13,021
Change-13,021 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 12,986
Change-12,986 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 12,969
Change-12,969 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 12,917
Change-12,917 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,854
Change-12,854 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 12,783
Change-12,783 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 12,705
Change-12,705 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 12,554
Change-12,554 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 12,501
Change-12,501 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 12,487
Change-12,487 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 12,236
Change-12,236 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 12,207
Change-12,207 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 12,172
Change-12,172 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 12,022
Change-12,022 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,799
Change-11,799 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 11,782
Change-11,782 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 11,748
Change-11,748 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 11,743
Change-11,743 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,687
Change-11,687 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 11,686
Change-11,686 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 11,541
Change-11,541 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 11,520
Change-11,520 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 11,473
Change-11,473 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,471
Change-11,471 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 11,401
Change-11,401 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,384
Change-11,384 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 11,269
Change-11,269 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 11,177
Change-11,177 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 11,060
Change-11,060 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 11,045
Change-11,045 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 11,036
Change-11,036 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 10,987
Change-10,987 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 10,741
Change-10,741 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 10,456
Change-10,456 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 10,404
Change-10,404 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 10,332
Change-10,332 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 10,263
Change-10,263 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 10,213
Change-10,213 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 10,163
Change-10,163 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,096
Change-10,096 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 9,887
Change-9,887 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 9,612
Change-9,612 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 9,608
Change-9,608 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 9,417
Change-9,417 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,414
Change-9,414 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,385
Change-9,385 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 9,305
Change-9,305 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 9,269
Change-9,269 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,222
Change-9,222 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 9,107
Change-9,107 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 9,093
Change-9,093 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 9,045
Change-9,045 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 8,929
Change-8,929 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,859
Change-8,859 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,745
Change-8,745 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 8,663
Change-8,663 (-100%)
Value—
Motco
N/A
Shares— from 8,653
Change-8,653 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 8,546
Change-8,546 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 8,463
Change-8,463 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 8,438
Change-8,438 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 8,377
Change-8,377 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 8,360
Change-8,360 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 8,349
Change-8,349 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 8,209
Change-8,209 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 8,170
Change-8,170 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 8,107
Change-8,107 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 8,077
Change-8,077 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,057
Change-8,057 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 7,904
Change-7,904 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 7,693
Change-7,693 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 7,654
Change-7,654 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 7,654
Change-7,654 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 7,555
Change-7,555 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,506
Change-7,506 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 7,372
Change-7,372 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 7,258
Change-7,258 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 7,218
Change-7,218 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 7,214
Change-7,214 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 6,983
Change-6,983 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 6,954
Change-6,954 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 6,952
Change-6,952 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 6,844
Change-6,844 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,804
Change-6,804 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 6,729
Change-6,729 (-100%)
Value—
Man Group plc
N/A
Shares— from 6,709
Change-6,709 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 6,674
Change-6,674 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 6,661
Change-6,661 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 6,641
Change-6,641 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 6,505
Change-6,505 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 6,493
Change-6,493 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 6,414
Change-6,414 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 6,388
Change-6,388 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 6,323
Change-6,323 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 6,126
Change-6,126 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 6,111
Change-6,111 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 5,954
Change-5,954 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 5,845
Change-5,845 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,797
Change-5,797 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 5,796
Change-5,796 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,598
Change-5,598 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,574
Change-5,574 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 5,480
Change-5,480 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 5,394
Change-5,394 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 5,042
Change-5,042 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
FCA Corp
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,965
Change-4,965 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 4,926
Change-4,926 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 4,904
Change-4,904 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,747
Change-4,747 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 4,611
Change-4,611 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 4,521
Change-4,521 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,467
Change-4,467 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,404
Change-4,404 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 4,276
Change-4,276 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,195
Change-4,195 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 4,113
Change-4,113 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 3,832
Change-3,832 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 3,746
Change-3,746 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 3,719
Change-3,719 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 3,586
Change-3,586 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Bank OZK
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 3,330
Change-3,330 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
CSS LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,949
Change-2,949 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,679
Change-2,679 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 2,395
Change-2,395 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Alethea Capital Management, LLC
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Croban
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
LRT Capital Management, LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 998
Change-998 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 996
Change-996 (-100%)
Value—
CNB Bank
N/A
Shares— from 992
Change-992 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 988
Change-988 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 986
Change-986 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 985
Change-985 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 983
Change-983 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 982
Change-982 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 980
Change-980 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 975
Change-975 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 948
Change-948 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Optas, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 915
Change-915 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 886
Change-886 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 882
Change-882 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 873
Change-873 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 859
Change-859 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 840
Change-840 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 840
Change-840 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 836
Change-836 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 835
Change-835 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 825
Change-825 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Centennial Bank
N/A
Shares— from 816
Change-816 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 815
Change-815 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 814
Change-814 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 812
Change-812 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 810
Change-810 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 807
Change-807 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 794
Change-794 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 789
Change-789 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 787
Change-787 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 784
Change-784 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 783
Change-783 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 778
Change-778 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
Dodge & COX
N/A
Shares— from 775
Change-775 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 769
Change-769 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 765
Change-765 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 745
Change-745 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 736
Change-736 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 731
Change-731 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 719
Change-719 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 712
Change-712 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 710
Change-710 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 708
Change-708 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 705
Change-705 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 701
Change-701 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 679
Change-679 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 679
Change-679 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Betterment LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 658
Change-658 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 656
Change-656 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 652
Change-652 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 648
Change-648 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 647
Change-647 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 643
Change-643 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 642
Change-642 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 630
Change-630 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 611
Change-611 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 606
Change-606 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 602
Change-602 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 602
Change-602 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 594
Change-594 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 592
Change-592 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 588
Change-588 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 587
Change-587 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 582
Change-582 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 575
Change-575 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 572
Change-572 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 563
Change-563 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 562
Change-562 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 555
Change-555 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 552
Change-552 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 533
Change-533 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 530
Change-530 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 521
Change-521 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 508
Change-508 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 506
Change-506 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 505
Change-505 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 502
Change-502 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 494
Change-494 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 494
Change-494 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 492
Change-492 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 490
Change-490 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 489
Change-489 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 484
Change-484 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 482
Change-482 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 470
Change-470 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 464
Change-464 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Members Trust Co
N/A
Shares— from 458
Change-458 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 456
Change-456 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 452
Change-452 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 450
Change-450 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 445
Change-445 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 440
Change-440 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 439
Change-439 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 438
Change-438 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 434
Change-434 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 430
Change-430 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Four Tree Island Advisory LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 428
Change-428 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 427
Change-427 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 425
Change-425 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 425
Change-425 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Summitry LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 420
Change-420 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 416
Change-416 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 415
Change-415 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 409
Change-409 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 403
Change-403 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 403
Change-403 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 399
Change-399 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 398
Change-398 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 397
Change-397 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 384
Change-384 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 364
Change-364 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 358
Change-358 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
EFG International AG
N/A
Shares— from 334
Change-334 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 307
Change-307 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 305
Change-305 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 284
Change-284 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 277
Change-277 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 257
Change-257 (-100%)
Value—
Globeflex Capital L P
N/A
Shares— from 253
Change-253 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 245
Change-245 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 233
Change-233 (-100%)
Value—
Collier Financial
N/A
Shares— from 231
Change-231 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 226
Change-226 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 210
Change-210 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 194
Change-194 (-100%)
Value—
S&T Bank
N/A
Shares— from 191
Change-191 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 152
Change-152 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 149
Change-149 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 142
Change-142 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 138
Change-138 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Toews Corp
N/A
Shares— from 135
Change-135 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 130
Change-130 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 90
Change-90 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 85
Change-85 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 73
Change-73 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 71
Change-71 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 57
Change-57 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 52
Change-52 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 50
Change-50 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 48
Change-48 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 47
Change-47 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 34
Change-34 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 29
Change-29 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 26
Change-26 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 23
Change-23 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 21
Change-21 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
BNP Paribas
N/A
Shares— from 12
Change-12 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 10
Change-10 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 6
Change-6 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 5
Change-5 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Sanders Capital, LLC
INCREASED3,030,6382,093,533+937,105+45%$1.1B$1.5B+$476.8M2026-11-02
Bank of New York Mellon Corp
INCREASED1,321,1091,266,551+54,558+4%$645.3M$672.8M+$27.5M2026-11-05
Dimensional Fund Advisors LP
INCREASED1,271,7131,256,432+15,281+1%$640.1M$647.6M+$7.5M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED559,850527,532+32,318+6%$268.8M$285.1M+$16.3M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED495,332501,453-6,121-1%$255.5M$252.2M-$3.2M2026-10-29
Citigroup Inc
INCREASED349,040307,165+41,875+14%$156.5M$177.7M+$21.3M2026-11-04
Truist Financial Corp
INCREASED315,977311,776+4,201+1%$158.8M$160.9M+$2.1M2026-10-30
Mirae Asset Global Investments Co., Ltd.
INCREASED264,515230,706+33,809+15%$117.5M$134.7M+$17.2M2026-11-03
Canoe Financial LP
INCREASED261,418261,015+403+0%$133.0M$132.1M-$829.9K2026-10-21
Confluence Investment Management LLC
DECREASED246,632258,577-11,945-5%$131.7M$125.6M-$6.1M2026-10-01
Principal Financial Group Inc
DECREASED239,126250,448-11,322-5%$127.6M$121.8M-$5.8M2026-11-02
MacKenzie Financial Corp
INCREASED230,128155,028+75,100+48%$79.0M$117.2M+$38.2M2026-11-02
Yacktman Asset Management LP
INCREASED217,071216,359+712+0%$110.2M$110.5M+$317.2K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED207,953297,372-89,419-30%$141.5M$92.6M-$48.9M2026-10-13
UniSuper Management Pty Ltd
DECREASED198,934200,214-1,280-1%$102.0M$101.3M-$693.9K2026-10-26
DekaBank Deutsche Girozentrale
NEW189,841—+189,841——$97.3K—2026-10-27
Creative Planning
INCREASED187,388187,302+86+0%$95.4M$95.4M+$4.9K2026-11-02
Commonwealth Equity Services, LLC
DECREASED169,885175,808-5,923-3%$89.6M$86.5M-$3.1M2026-11-02
New York State Teachers Retirement System
DECREASED164,065169,916-5,851-3%$86.6M$83.6K-$86.5M2026-10-22
Wedge Capital Management L L P
DECREASED133,569148,418-14,849-10%$75.6M$68.0M-$7.6M2026-10-13
Welch Group, LLC
INCREASED132,853130,241+2,612+2%$66.4M$67.7M+$1.3M2026-10-29
Capital Investment Advisors, LLC
INCREASED130,206116,837+13,369+11%$59.5M$66.3M+$6.8M2026-10-22
Fifth Third Bancorp
DECREASED128,949132,219-3,270-2%$67.4M$65.7M-$1.7M2026-11-05
Woodley Farra Manion Portfolio Management Inc
INCREASED128,237127,720+517+0%$65.1M$65.3M+$236.5K2026-11-05
Spectrum Financial Alliance Ltd LLC
INCREASED125,525112,956+12,569+11%$57.5M$63.9M+$6.4M2026-10-29
Focused Investors LLC
DECREASED124,200147,900-23,700-16%$75.3M$63.2M-$12.1M2026-10-30
US Bancorp \de\
DECREASED123,171123,726-5550%$63.0M$62.7M-$309.3K2026-11-05
Pacific Heights Asset Management LLC
UNCHANGED115,000115,00000%$58.6M$58.6M-$24.2K2026-11-03
Virginia Retirement Systems ET Al
INCREASED114,802109,322+5,480+5%$55.7M$58.5M+$2.8M2026-10-28
Asset Management One Co., Ltd.
INCREASED99,53687,080+12,456+14%$44.4M$50.7M+$6.3M2026-10-27
Fort Washington Investment Advisors Inc
INCREASED95,05494,967+87+0%$48.4M$48.4M+$24.4K2026-10-15
Vaughan David Investments LLC
INCREASED94,03392,543+1,490+2%$47.1M$47.9K-$47.1M2026-11-05
Smith Chas P & Associates PA Cpas
INCREASED88,70888,040+668+1%$44.9M$49.0M+$4.1M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED86,08283,953+2,129+3%$42.8M$43.8K-$42.7M2026-11-02
Kestra Advisory Services, LLC
INCREASED85,55167,166+18,385+27%$34.2M$43.6M+$9.3M2026-11-02
Bahl & Gaynor LLC
DECREASED81,999117,400-35,401-30%$59.8M$41.8M-$18.1M2026-11-05
Willis Investment Counsel
DECREASED80,94196,275-15,334-16%$49.0M$41.2M-$7.8M2026-10-20
Blue Grotto Capital, LLC
NEW80,000—+80,000——$40.7M—2026-11-04
Exchange Traded Concepts, LLC
INCREASED78,09139,621+38,470+97%$20.2M$39.8M+$19.6M2026-10-28
Robeco Institutional Asset Management B.V.
DECREASED74,21774,671-454-1%$38.0M$37.8M-$246.9K2026-10-20
Conning Inc.
INCREASED71,59371,380+213+0%$36.4M$36.5M+$93.5K2026-10-27
CIBC Asset Management Inc
INCREASED71,56571,320+245+0%$36.3M$36.4M+$109.8K2026-11-05
Alps Advisors Inc
INCREASED69,02261,165+7,857+13%$31.2M$35.1M+$4.0M2026-11-03
Atwood & Palmer Inc
DECREASED67,82167,995-1740%$34.6M$34.5M-$102.9K2026-10-08
State of New Jersey Common Pension Fund D
UNCHANGED66,71466,71400%$34.0M$34.0M-$14.0K2026-11-05
Markel Group Inc.
UNCHANGED65,21365,21300%$33.2M$33.2M-$13.7K2026-10-30
Schwartz Investment Counsel Inc
DECREASED62,50065,000-2,500-4%$33.1M$31.8M-$1.3M2026-10-26
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED61,52361,52300%$31.3M$31.3M-$12.9K2026-10-30
Glenview Trust Co
INCREASED59,88259,220+662+1%$30.2M$30.5M+$324.7K2026-10-28
Czech National Bank
INCREASED58,35457,752+602+1%$29.4M$29.7M+$294.4K2026-10-13
Arizona State Retirement System
INCREASED57,70057,554+146+0%$29.3M$29.4M+$62.3K2026-11-03
State of Michigan Retirement System
DECREASED56,31857,218-900-2%$29.2M$28.7M-$470.3K2026-10-27
Penn Davis Mcfarland Inc
DECREASED55,08455,590-506-1%$28.3M$28.1M-$269.4K2026-10-23
Nisa Investment Advisors, LLC
INCREASED54,28153,678+603+1%$27.3M$27.6M+$295.8K2026-10-20
Xponance LLC
INCREASED54,14351,837+2,306+4%$26.4M$27.6M+$1.2M2026-11-03
Lido Advisors, LLC
INCREASED49,78249,622+160+0%$25.3M$25.4M+$70.8K2026-11-04
Everett Harris & Co
DECREASED48,63249,018-386-1%$25.0M$24.8M-$206.9K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED47,28144,362+2,919+7%$22.6M$24.1M+$1.5M2026-10-30
Arbejdsmarkedets Tillaegspension
DECREASED47,08053,600-6,520-12%$27.3M$24.0M-$3.3M2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED46,90341,922+4,981+12%$21.9M$23.7M+$1.8M2026-11-04
Eubel Brady & Suttman Asset Management Inc
INCREASED46,16725,419+20,748+82%$13.0M$23.5K-$12.9M2026-11-04
Citizens Financial Group Inc
DECREASED45,69046,115-425-1%$23.5M$23.3M-$226.1K2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED44,87144,814+57+0%$22.8M$22.9M+$19.6K2026-11-03
Midwest Trust Co
INCREASED44,35542,923+1,432+3%$21.9M$22.6M+$719.8K2026-10-22
Villere ST Denis J & Co LLC
DECREASED44,10049,956-5,856-12%$25.5M$22.5M-$3.0M2026-11-04
Old Republic International Corp
DECREASED43,99046,800-2,810-6%$23.8K$22.4K-$1.4K2026-10-26
Stack Financial Management, Inc
DECREASED43,89244,145-253-1%$22.5M$22.4M-$138.1K2026-11-02
Retirement Systems of Alabama
DECREASED42,59142,625-340%$21.7M$21.7M-$26.3K2026-11-04
Amalgamated Bank
DECREASED40,52241,439-917-2%$21.1M$20.6K-$21.1M2026-10-23
Oppenheimer Asset Management Inc.
INCREASED40,34925,823+14,526+56%$13.2M$20.5M+$7.4M2026-10-27
Imc-Chicago, LLC
INCREASED40,02823,503+16,525+70%$12.0M$20.4M+$8.4M2026-11-05
D.A. Davidson & Co.
INCREASED39,87437,789+2,085+6%$19.3M$20.3M+$1.1M2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED38,87144,358-5,487-12%$22.6M$19.8K-$22.6M2026-11-02
Daiwa Securities Group Inc.
INCREASED37,84037,105+735+2%$18.9M$19.3M+$366.5K2026-10-29
Neos Investment Management LLC
INCREASED37,71232,874+4,838+15%$16.7M$19.2M+$2.5M2026-11-04
Rakuten Investment Management, Inc.
INCREASED36,80133,446+3,355+10%$16.8M$18.8M+$2.1M2026-10-30
Canal Insurance Co
UNCHANGED36,60036,60000%$18.6M$18.6K-$18.6M2026-10-20
Wesbanco Bank Inc
DECREASED36,53938,752-2,213-6%$19.7M$18.6M-$1.1M2026-11-04
First Horizon Corp
INCREASED36,52836,324+204+1%$18.5M$18.6M+$96.3K2026-10-26
Keybank National Association
INCREASED35,42931,763+3,666+12%$16.2M$18.0M+$1.9M2026-11-04
Anchor Capital Advisors LLC
INCREASED35,36729,209+6,158+21%$14.9M$18.0M+$3.1M2026-11-05
Foster Victor Wealth Advisors, LLC
INCREASED35,02433,289+1,735+5%$17.1M$19.2M+$2.1M2026-10-21
Calamos Advisors LLC
INCREASED34,99434,288+706+2%$17.5M$17.8M+$352.3K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED34,82929,733+5,096+17%$15.1M$17.7M+$2.6M2026-10-16
American National Bank & Trust
DECREASED34,82137,339-2,518-7%$19.0M$17.7M-$1.3M2026-10-07
Moran Wealth Management, LLC
INCREASED34,81233,732+1,080+3%$17.2M$17.7M+$542.9K2026-10-22
Verity & Verity, LLC
DECREASED34,16634,176-100%$17.4M$17.4M-$12.3K2026-10-23
ProShare Advisors LLC
INCREASED34,01232,656+1,356+4%$16.6M$17.3M+$683.7K2026-10-29
Strs Ohio
DECREASED33,53137,294-3,763-10%$19.0M$17.1M-$1.9M2026-10-30
Ferguson Wellman Capital Management, Inc
DECREASED33,03633,559-523-2%$17.1M$16.8M-$273.4K2026-10-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED31,96835,146-3,178-9%$17.9M$16.3M-$1.6M2026-10-19
Modera Wealth Management, LLC
INCREASED31,96331,409+554+2%$16.0M$16.3M+$276.0K2026-10-28
Tamar Securities, LLC
DECREASED31,63532,579-944-3%$16.6M$16.1M-$487.6K2026-11-03
Westchester Capital Management, Inc.
DECREASED31,53731,554-170%$16.1M$16.1M-$15.3K2026-10-23
Vantage Investment Partners, LLC
UNCHANGED31,41031,41000%$16.0M$16.0M-$6.6K2026-10-27
United Asset Strategies, Inc.
INCREASED30,91330,396+517+2%$15.5M$15.7M+$257.3K2026-10-28
Oak Harvest Investment Services
INCREASED30,4772,567+27,910+1087%$1.3M$15.5M+$14.2M2026-10-20
Americana Partners, LLC
INCREASED30,20429,976+228+1%$15.3M$15.4M+$109.6K2026-10-28
Pinnacle Associates LTD
INCREASED28,95928,503+456+2%$14.5M$14.7M+$225.9K2026-10-20
Albion Financial Group
INCREASED28,83028,377+453+2%$14.5M$14.7M+$224.4K2026-10-21
Washington Trust Co
INCREASED28,73827,612+1,126+4%$14.1M$14.6M+$567.6K2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED28,72828,554+174+1%$14.5M$14.6M+$82.6K2026-10-20
Strategy Asset Managers LLC
DECREASED28,67928,747-680%$14.6M$14.6M-$40.4K2026-10-14
New York Life Investment Management LLC
DECREASED28,24928,269-200%$14.4M$14.4M-$16.1K2026-11-04
Cypress Capital Group
INCREASED27,86527,461+404+1%$14.0M$14.2M+$200.0K2026-11-03
Florida Trust Wealth Management Co
INCREASED27,84727,074+773+3%$13.8M$14.2M+$388.0K2026-11-05
Sterling Capital Management LLC
INCREASED27,34422,419+4,925+22%$11.4M$13.9M+$2.5M2026-10-22
J.W. Cole Advisors, Inc.
INCREASED27,12326,762+361+1%$13.6M$13.8M+$178.4K2026-11-05
Oppenheimer & Co Inc
DECREASED26,70928,896-2,187-8%$14.7M$13.6M-$1.1M2026-10-26
Bensler, LLC
INCREASED26,58924,797+1,792+7%$12.6M$13.5M+$907.5K2026-11-05
Buck Wealth Strategies, LLC
INCREASED26,30425,660+644+3%$13.1M$13.4M+$322.6K2026-10-28
Goelzer Investment Management, Inc.
DECREASED26,25826,274-160%$13.4M$13.4M-$13.8K2026-10-16
Allied Investment Advisors, LLC
INCREASED25,72424,963+761+3%$12.7M$13.1M+$382.3K2026-10-13
NorthCrest Asset Manangement, LLC
DECREASED25,65027,205-1,555-6%$14.1M$13.0M-$1.1M2026-10-13
First Fiduciary Investment Counsel, Inc.
DECREASED25,53925,999-460-2%$13.2M$13.0K-$13.2M2026-10-27
Heritage Investors Management Corp
DECREASED25,32028,396-3,076-11%$14.5M$12.9K-$14.5M2026-10-29
Archon Partners LLC
UNCHANGED25,00025,00000%$12.7M$12.7M-$5.3K2026-10-26
Oregon Public Employees Retirement Fund
DECREASED24,96925,009-400%$12.7M$12.7M-$25.6K2026-10-30
Isthmus Partners, LLC
INCREASED24,38424,246+138+1%$12.4M$12.4M+$65.2K2026-10-21
Narwhal Capital Management
DECREASED24,32225,135-813-3%$12.8M$12.4M-$419.3K2026-11-04
State of Alaska, Department of Revenue
DECREASED24,20424,842-638-3%$12.7M$12.3K-$12.6M2026-10-15
Stockman Wealth Management, Inc.
INCREASED23,95123,211+740+3%$11.8M$12.2M+$371.5K2026-10-27
Carnegie Investment Counsel
DECREASED23,89724,359-462-2%$12.4M$12.2M-$240.4K2026-10-20
Farther Finance Advisors, LLC
INCREASED23,81018,408+5,402+29%$9.4M$12.1M+$2.8M2026-10-08
Visionary Wealth Advisors
INCREASED23,59820,332+3,266+16%$10.4M$12.0M+$1.7M2026-11-04
Great Lakes Retirement, Inc.
INCREASED23,49923,133+366+2%$11.8M$12.0M+$181.8K2026-10-26
Davenport & Co LLC
INCREASED23,32422,740+584+3%$11.6M$11.9M+$297.9K2026-10-14
Community Bank & Trust, Waco, Texas
INCREASED22,51520,145+2,370+12%$10.3M$11.5K-$10.3M2026-10-19
MassMutual Private Wealth & Trust, FSB
INCREASED21,58621,248+338+2%$10.8M$11.0M+$167.7K2026-10-05
Soltis Investment Advisors LLC
INCREASED21,46420,390+1,074+5%$10.4M$10.9M+$542.7K2026-10-28
GW Henssler & Associates LTD
DECREASED21,24021,299-590%$10.9M$10.8M-$34.8K2026-10-26
Teamwork Financial Advisors, LLC
INCREASED20,919575+20,344+3538%$292.9K$10.7M+$10.4M2026-10-19
Mutual of America Capital Management LLC
DECREASED20,81720,942-125-1%$10.7M$10.6M-$68.1K2026-10-23
Traynor Capital Management, Inc.
INCREASED20,53719,687+850+4%$10.0M$10.5M+$428.8K2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
INCREASED20,21719,712+505+3%$10.0M$10.3M+$252.9K2026-10-21
Brookstone Capital Management
DECREASED20,08220,934-852-4%$10.7M$10.2M-$438.4K2026-10-22
IFM Investors Pty Ltd
INCREASED19,94619,586+360+2%$10.0M$10.2M+$179.2K2026-10-14
Jamison Private Wealth Management, Inc.
INCREASED19,70419,316+388+2%$9.8M$10.0M+$193.4K2026-10-14
Bokf, NA
DECREASED19,54819,760-212-1%$10.1M$10.0M-$112.1K2026-10-27
Hennion & Walsh Asset Management, Inc.
INCREASED19,16518,490+675+4%$9.4M$9.8M+$339.9K2026-10-13
Private Capital Advisors, Inc.
DECREASED19,13719,491-354-2%$9.9M$9.7M-$184.4K2026-10-06
Venture Visionary Partners LLC
INCREASED19,08617,551+1,535+9%$8.9M$9.7M+$777.7K2026-10-07
Corundum Group, Inc.
INCREASED19,05719,045+12+0%$9.7M$9.7M+$2.1K2026-10-28
Argent Capital Management LLC
DECREASED18,99619,377-381-2%$9.9M$9.7M-$198.1K2026-10-05
Intact Investment Management Inc.
INCREASED18,90018,000+900+5%$9.2M$9.6M+$454.5K2026-11-03
Jeppson Wealth Management, LLC
DECREASED18,86619,224-358-2%$9.8M$9.6M-$186.4K2026-10-20
CWA Asset Management Group, LLC
DECREASED18,83219,198-366-2%$9.8M$9.6M-$190.1K2026-10-19
Thrivent Financial for Lutherans
DECREASED18,61818,744-126-1%$9.5M$9.5K-$9.5M2026-11-05
HB Wealth Management, LLC
INCREASED18,57816,297+2,281+14%$8.3M$9.5M+$1.2M2026-10-23
Linscomb Wealth, Inc.
DECREASED18,57618,772-196-1%$9.6M$9.5M-$103.7K2026-11-05
CX Institutional
INCREASED18,4152,935+15,480+527%$1.5K$9.4K+$7.9K2026-10-02
Regions Financial Corp
DECREASED18,33018,836-506-3%$9.6M$9.3M-$261.6K2026-11-05
Founders Capital Management
INCREASED18,29215,133+3,159+21%$7.7M$9.3M+$1.6M2026-10-13
Avantax Planning Partners, Inc.
INCREASED18,17216,786+1,386+8%$8.6M$9.3M+$702.3K2026-11-03
Tufton Capital Management
DECREASED18,12818,197-690%$9.3M$9.2K-$9.3M2026-10-20
Viking Fund Management LLC
INCREASED18,00013,000+5,000+38%$6.6M$9.2M+$2.5M2026-10-14
Consolidated Capital Management, LLC
INCREASED17,95117,344+607+4%$8.8M$9.1M+$305.5K2026-10-13
Y.D. More Investments Ltd
INCREASED17,88314,675+3,208+22%$7.5M$9.1M+$1.6M2026-11-02
TD Waterhouse Canada Inc.
INCREASED17,87515,743+2,132+14%$8.2M$9.0M+$828.5K2026-10-16
Grimes & Co Wealth Management, LLC
INCREASED17,78317,178+605+4%$8.8M$9.1M+$304.7K2026-10-29
Perigon Wealth Management, LLC
DECREASED17,76519,089-1,324-7%$9.7M$9.0M-$678.5K2026-10-22
Cullinan Associates Inc
INCREASED17,20216,616+586+4%$8.5M$8.8M+$294.7K2026-11-03
Swiss Life Asset Management Ltd
DECREASED17,17918,290-1,111-6%$9.3M$8.7M-$569.6K2026-11-03
Rayburn West Financial Services LLC
INCREASED17,13216,984+148+1%$8.7M$8.7M+$71.8K2026-11-03
Thompson Siegel & Walmsley LLC
INCREASED16,84216,684+158+1%$8.5M$8.6K-$8.5M2026-11-05
Aviance Capital Partners, LLC
INCREASED16,72316,577+146+1%$8.4M$8.5M+$70.9K2026-10-29
Vise Technologies, Inc.
DECREASED16,47518,793-2,318-12%$9.6M$8.4M-$1.2M2026-10-29
Prospera Financial Services Inc
INCREASED16,35510,569+5,786+55%$5.4M$10.4M+$5.0M2026-11-04
S.E.E.D. Planning Group LLC
DECREASED16,23317,394-1,161-7%$8.9M$8.3M-$594.5K2026-10-07
FFG Partners, LLC
NEW16,210—+16,210——$8.3M—2026-10-15
Stablepoint Partners, LLC
INCREASED15,99713,993+2,004+14%$7.1M$8.1M+$1.0M2026-11-03
Burney Co/
DECREASED15,91716,066-149-1%$8.2M$8.1M-$79.7K2026-10-15
United Capital Management of KS, Inc.
INCREASED15,91615,839+77+0%$8.1M$8.1M+$36.0K2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED15,87715,782+95+1%$8.0M$8.1M+$44.8K2026-10-16
Wealthcare Advisory Partners LLC
INCREASED15,80911,043+4,766+43%$5.6M$8.1M+$2.4M2026-10-21
Diversify Wealth Management, LLC
INCREASED15,56515,306+259+2%$8.9M$8.3M-$586.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED15,56515,306+259+2%$8.9M$8.3M-$586.5K2026-10-20
Summit Financial Wealth Advisors, LLC
INCREASED15,51615,347+169+1%$7.8M$7.9M+$82.8K2026-10-15
Werlinich Asset Management, LLC
UNCHANGED15,24015,24000%$7.8M$7.8M-$3.2K2026-10-09
Lynch & Associates
DECREASED15,20815,282-740%$7.8M$7.7M-$40.8K2026-10-13
Greystone Financial Group, LLC
INCREASED14,72814,719+9+0%$7.5M$7.5M+$1.5K2026-10-26
Commonwealth Retirement Investments LLC
DECREASED14,71214,755-430%$7.5M$7.5M-$25.0K2026-10-26
Columbus Macro, LLC
INCREASED14,60414,473+131+1%$7.4M$7.4M+$63.5K2026-10-14
Naples Global Advisors, LLC
DECREASED14,49614,502-60%$7.4M$7.4M-$6.0K2026-11-05
Choreo, LLC
DECREASED14,39214,438-460%$7.4M$7.3M-$26.2K2026-10-28
Trust Co of Vermont
DECREASED14,36414,375-110%$7.3M$7.3M-$8.6K2026-10-21
Asset Planning Services Inc
DECREASED14,35014,352-20%$7.3M$7.3K-$7.3M2026-10-15
Victrix Investment Advisors
INCREASED14,29713,880+417+3%$7.1M$7.3M+$209.4K2026-10-13
Park Avenue Securities LLC
INCREASED14,18313,405+778+6%$6.8M$7.2K-$6.8M2026-10-26
Sterling Investment Advisors, Ltd.
INCREASED14,07613,908+168+1%$7.1M$7.2M+$82.4K2026-10-27
Founders Capital Management, LLC
DECREASED14,03814,154-116-1%$7.2M$7.1M-$62.0K2026-10-23
Weatherly Asset Management L. P.
DECREASED13,97414,054-80-1%$7.2M$7.1M-$43.7K2026-10-20
Perryman Financial Advisory Inc
INCREASED13,92213,887+35+0%$7.1M$7.1M+$14.5K2026-10-16
Valeo Financial Advisors, LLC
INCREASED13,83813,078+760+6%$6.7M$7.0M+$384.8K2026-10-08
Convergence Investment Partners, LLC
INCREASED13,6944,215+9,479+225%$2.1M$7.0M+$4.8M2026-10-28
Stokes Capital Advisors, LLC
INCREASED13,39813,333+65+0%$6.8M$6.8M+$30.3K2026-10-09
Pictet Asset Management Holding SA
DECREASED13,28824,620-11,332-46%$12.5M$6.8M-$5.8M2026-11-03
Telos Capital Management, Inc.
INCREASED13,14113,131+10+0%$6.7M$6.7M+$2.3K2026-11-02
Smithbridge Asset Management Inc
DECREASED12,93412,971-370%$6.6M$6.6M-$21.6K2026-10-19
Old National Bancorp
DECREASED12,75814,688-1,930-13%$7.5M$6.5M-$985.9K2026-10-20
Walled Lake Planning & Wealth Management, LLC
INCREASED12,65812,514+144+1%$6.4M$6.4M+$71.0K2026-10-29
Capital Investment Counsel, Inc
DECREASED12,65412,754-100-1%$6.5M$6.4M-$53.6K2026-10-20
Gateway Investment Advisers LLC
INCREASED12,5929,381+3,211+34%$4.8M$6.4M+$1.6M2026-10-13
Yousif Capital Management, LLC
DECREASED12,43812,680-242-2%$6.5M$6.3M-$125.9K2026-10-22
Benedict Financial Advisors Inc
DECREASED12,40412,405-10%$6.3M$6.3M-$3.0K2026-10-07
Hudson Edge Investment Partners Inc.
DECREASED12,34914,353-2,004-14%$7.3M$6.3M-$1.0M2026-10-28
Maryland State Retirement & Pension System
INCREASED12,32711,025+1,302+12%$5.6M$6.3M+$660.7K2026-11-05
Central Trust Co
DECREASED12,30712,471-164-1%$6.4M$6.3M-$86.1K2026-11-05
Trust Co of Toledo NA
INCREASED12,24611,989+257+2%$6.1M$6.2M+$128.4K2026-10-16
Gradient Investments LLC
DECREASED12,12312,164-410%$6.2M$6.2M-$23.2K2026-10-08
Builder Investment Group Inc
UNCHANGED12,11712,11700%$6.2M$6.2M-$2.5K2026-10-22
ASO Group Ltd
INCREASED12,0736,626+5,447+82%$3.4M$6.1K-$3.4M2026-11-05
Apollon Wealth Management, LLC
INCREASED12,06011,935+125+1%$6.1M$6.1M+$61.0K2026-10-23
Altrius Capital Management Inc
INCREASED11,99711,240+757+7%$5.7M$6.1M+$383.2K2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED11,9135,026+6,887+137%$2.6M$6.1M+$3.5M2026-10-16
Canandaigua National Bank & Trust Co
INCREASED11,77711,719+58+0%$6.0M$6.0M+$27.1K2026-10-07
Clifford Swan Investment Counsel LLC
UNCHANGED11,69811,69800%$6.0M$6.0M-$2.5K2026-11-05
Rossmore Private Capital
DECREASED11,66211,682-200%$6.0M$5.9M-$12.6K2026-10-27
Prime Capital Investment Advisors, LLC
INCREASED11,50710,437+1,070+10%$5.3M$5.9M+$542.7K2026-10-20
Trifecta Capital Advisors, LLC
INCREASED11,40711,274+133+1%$5.7M$5.8M+$65.4K2026-10-21
Bath Savings Trust Co
INCREASED11,39811,241+157+1%$5.7M$5.8M+$77.6K2026-10-07
Chronos Wealth Management, LLC
DECREASED11,38811,399-110%$5.8M$5.8M-$8.0K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED11,26810,713+555+5%$5.5M$5.7M+$280.6K2026-10-13
Lmcg Investments, LLC
INCREASED11,1328,062+3,070+38%$4.1M$5.7M+$1.6M2026-10-21
Meyer Handelman Co
INCREASED10,9579,814+1,143+12%$5.0M$5.6M+$580.0K2026-10-28
Gold Investment Management Ltd.
INCREASED10,9399,917+1,022+10%$5.1M$5.6M+$518.4K2026-10-19
Cullen T Bankers, Inc.
INCREASED10,9349,208+1,726+19%$4.7M$5.6M+$877.0K2026-10-28
Butensky & Cohen Financial Security, Inc
INCREASED10,87710,740+137+1%$5.5M$5.5M+$67.5K2026-10-13
Hartford Investment Management Co
DECREASED10,86011,207-347-3%$5.7M$5.5M-$179.1K2026-11-04
Horrell Capital Management, Inc.
DECREASED10,79111,276-485-4%$5.7M$5.5M-$249.4K2026-10-08
Courier Capital LLC
DECREASED10,53613,503-2,967-22%$6.9M$5.4M-$1.5M2026-10-19
Keating Investment Counselors Inc
DECREASED10,43510,445-100%$5.3M$5.3M-$7.3K2026-10-14
Prosperitas Financial LLC
INCREASED10,3719,546+825+9%$4.9M$5.3M+$417.7K2026-10-28
Hohimer Wealth Management, LLC
INCREASED10,2798,017+2,262+28%$4.1M$5.2M+$1.2M2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
INCREASED10,20810,038+170+2%$5.1M$5.2M+$84.6K2026-10-23
Journey Advisory Group, LLC
INCREASED10,2019,833+368+4%$5.0M$5.2M+$185.3K2026-11-04
Glass Wealth Management Co LLC
INCREASED10,1899,985+204+2%$5.1M$5.2M+$101.8K2026-10-28
TrinityBridge Ltd
DECREASED10,15410,324-170-2%$5.3M$5.2K-$5.2M2026-10-30
Eagle Capital Management, LLC
DECREASED10,05910,306-247-2%$5.3K$5.1K-$1272026-10-19
Concord Wealth Partners
INCREASED10,0369,999+37+0%$5.1M$5.1M+$16.9K2026-11-02
IFP Advisors, Inc
DECREASED10,02810,332-304-3%$5.3M$5.1M-$157.0K2026-10-16
Louisiana State Employees Retirement System
DECREASED10,00010,400-400-4%$5.3M$5.1M-$205.9K2026-10-20
New Mexico Educational Retirement Board
UNCHANGED9,9979,99700%$5.1M$5.1K-$5.1M2026-11-05
Parsons Capital Management Inc
INCREASED9,8239,435+388+4%$4.8M$5.0M+$195.7K2026-10-28
Strong Tower Advisory Services
NEW9,747—+9,747——$5.0M—2026-10-13
Cornerstone Wealth Management, LLC
INCREASED9,6349,593+41+0%$4.9M$4.9M+$19.0K2026-11-04
Midwest Professional Planners, Ltd.
DECREASED9,5929,773-181-2%$5.0M$4.9M-$93.7K2026-10-29
McGuire Investment Group, LLC
INCREASED9,5919,291+300+3%$4.7M$4.9M+$150.8K2026-10-23
Petredis Investment Advisors LLC
INCREASED9,5669,557+9+0%$4.9M$4.9M+$2.6K2026-10-20
Lanark Financial, Inc.
INCREASED9,5279,458+69+1%$4.8M$4.9M+$33.0K2026-10-26
Globalt Investments LLC / GA
DECREASED9,4489,734-286-3%$5.0M$4.8M-$147.7K2026-10-27
Linden Thomas Advisory Services, LLC
INCREASED9,3918,642+749+9%$4.4M$4.8M+$379.6K2026-10-19
Turtle Creek Wealth Advisors, LLC
INCREASED9,3838,914+469+5%$4.5M$4.8M+$237.0K2026-10-15
Concord Asset Management, LLC
INCREASED9,3429,129+213+2%$4.7M$4.8M+$106.6K2026-11-02
VestGen Advisors, LLC
INCREASED9,3386,810+2,528+37%$3.5M$4.8M+$1.3M2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED9,3029,074+228+3%$4.6M$4.7M+$114.0K2026-10-23
SAX Wealth Advisors, LLC
INCREASED9,291802+8,489+1058%$484.8K$4.7M+$4.2M2026-10-13
Shepherd Financial Partners LLC
INCREASED9,2309,146+84+1%$4.7M$4.7M+$41.1K2026-11-03
Wedbush Securities Inc
INCREASED9,2108,961+249+3%$4.6M$4.7K-$4.6M2026-10-22
Atria Investments, Inc
INCREASED9,1907,348+1,842+25%$3.7M$4.7M+$936.5K2026-10-15
Fifth Third Wealth Advisors LLC
INCREASED9,1478,800+347+4%$4.5M$4.7M+$174.9K2026-10-22
Brighton Jones LLC
DECREASED8,8759,848-973-10%$5.0M$4.5M-$497.6K2026-11-03
Northeast Investment Management
DECREASED8,8688,978-110-1%$4.6M$4.5M-$57.9K2026-10-30
Ritholtz Wealth Management
INCREASED8,7958,520+275+3%$4.3M$4.5M+$138.7K2026-11-05
Crestwood Advisors Group, LLC
INCREASED8,7885,226+3,562+68%$2.7M$4.5M+$1.8M2026-10-27
Univest Financial Corp
INCREASED8,7178,606+111+1%$4.4M$4.4M+$54.5K2026-11-05
Family Legacy, Inc.
INCREASED8,6398,574+65+1%$4.4M$4.4M+$31.3K2026-10-13
Themes Management Co LLC
DECREASED8,57910,219-1,640-16%$5.2M$4.4M-$837.3K2026-10-29
Retirement Planning Group, LLC
DECREASED8,5198,781-262-3%$4.5M$4.3M-$135.0K2026-10-19
Jacobi Capital Management LLC
INCREASED8,5118,489+22+0%$4.3M$4.3M+$9.8K2026-11-05
Valley Wealth Managers, Inc.
INCREASED8,4678,321+146+2%$4.2M$4.3M+$72.6K2026-10-09
M Holdings Securities, Inc.
NEW8,447—+8,447——$5.0K—2026-11-03
Assetmark, Inc
INCREASED8,4167,210+1,206+17%$3.7M$4.3M+$612.6K2026-10-21
Cypress Asset Management Inc
DECREASED8,3578,495-138-2%$4.3M$4.3M-$72.1K2026-10-09
First Citizens Bank & Trust Co
INCREASED8,3393,584+4,755+133%$1.8M$4.2M+$2.4M2026-10-14
Hengehold Capital Management LLC
INCREASED8,2588,127+131+2%$4.1M$4.2M+$65.0K2026-10-16
Kerusso Capital Management LLC
INCREASED8,2567,545+711+9%$3.8M$4.2M+$360.5K2026-10-27
NBT Bank, N.A.
DECREASED8,2358,265-300%$4.2M$4.2M-$16.9K2026-10-21
MGO One Seven LLC
INCREASED8,1957,975+220+3%$4.1M$4.2M+$110.2K2026-10-28
Spire Wealth Management
INCREASED8,1867,122+1,064+15%$3.6M$4.2M+$540.3K2026-10-30
Greenleaf Trust
DECREASED8,1648,455-291-3%$4.3M$4.2M-$150.0K2026-10-29
GHP Investment Advisors, Inc.
INCREASED8,1067,979+127+2%$4.1M$4.1M+$63.3K2026-10-15
Busey Bank
DECREASED8,1048,465-361-4%$4.3M$4.1M-$185.6K2026-10-26
Csenge Advisory Group
INCREASED8,0837,927+156+2%$4.0M$4.1M+$78.1K2026-11-04
LVM Capital Management LTD
DECREASED8,0788,490-412-5%$4.3K$4.1M+$4.1M2026-10-20
Welch & Forbes LLC
DECREASED8,0048,031-270%$4.1M$4.1M-$15.4K2026-11-04
First National Bank of Mount Dora, Trust Investment Services
INCREASED7,9757,382+593+8%$3.8M$4.1M+$300.4K2026-10-21
Townsend & Associates, Inc
DECREASED7,9688,403-435-5%$4.3M$4.4M+$117.6K2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED7,9187,669+249+3%$3.9M$4.0M+$125.2K2026-10-16
Eliot Finkel Investment Counsel, LLC
INCREASED7,9057,840+65+1%$4.0M$4.0M+$31.5K2026-11-03
Meixler Investment Management, Ltd.
INCREASED7,8787,877+1+0%$4.0M$4.0M-$1.1K2026-11-03
Abner Herrman & Brock LLC
INCREASED7,8746,682+1,192+18%$3.4K$4.0K+$6062026-10-20
Tokio Marine Asset Management Co LTD
INCREASED7,8627,678+184+2%$3.9M$4.0M+$92.1K2026-10-26
Blue Trust, Inc.
DECREASED7,8038,161-358-4%$4.2M$4.0M-$183.9K2026-10-15
Principle Wealth Partners LLC
INCREASED7,7877,412+375+5%$3.8M$4.0M+$189.6K2026-11-02
Integrity Alliance, Llc.
INCREASED7,7777,357+420+6%$3.7M$4.0M+$212.1K2026-10-29
Leelyn Smith, LLC
INCREASED7,7507,597+153+2%$3.9M$3.9M+$76.2K2026-11-03
Trilogy Capital Inc.
INCREASED7,7326,245+1,487+24%$3.2M$3.9M+$756.0K2026-10-20
Aljian Capital Management, LLC
INCREASED7,7037,691+12+0%$3.9M$3.9M+$4.5K2026-10-28
Daymark Wealth Partners, LLC
INCREASED7,6847,650+34+0%$3.9M$3.9M+$15.7K2026-11-04
Valley National Advisers Inc
INCREASED7,5927,588+4+0%$3.9M$3.9M+$3612026-10-23
Cassaday & Co Wealth Management LLC
DECREASED7,5397,658-119-2%$3.9M$3.8M-$62.2K2026-10-27
Alta Capital Management LLC/
DECREASED7,5018,131-630-8%$4.1M$3.8M-$322.5K2026-10-26
Physicians Financial Services, Inc.
DECREASED7,4427,478-360%$3.8M$3.8K-$3.8M2026-11-04
Vest Financial, LLC
INCREASED7,4007,295+105+1%$3.7M$3.8M+$51.9K2026-10-21
Vertrix Wealth Management, LLC
DECREASED7,3839,246-1,863-20%$4.7M$3.8M-$950.6K2026-10-13
Gamma Investing LLC
INCREASED7,3726,797+575+8%$3.5M$3.8M+$291.2K2026-10-08
Simplicity Wealth,LLC
INCREASED7,3536,666+687+10%$3.4M$3.7M+$348.5K2026-10-23
SBI Securities Co., Ltd.
DECREASED7,2917,340-49-1%$3.7M$3.7M-$26.5K2026-10-22
Ethic Inc.
INCREASED7,2596,289+970+15%$3.2M$3.7M+$492.7K2026-11-03
Montag A & Associates Inc
INCREASED7,2506,964+286+4%$3.5M$3.7M+$144.0K2026-10-29
Krilogy Financial LLC
DECREASED7,1667,648-482-6%$3.9M$3.7M-$228.5K2026-10-13
Stanley-Laman Group, Ltd.
DECREASED7,1597,284-125-2%$3.7M$3.6M-$65.1K2026-10-20
Williams Jones Wealth Management, Llc.
INCREASED7,1397,110+29+0%$3.6M$3.6M+$13.3K2026-11-05
Parallel Advisors, LLC
INCREASED7,0616,727+334+5%$3.4M$3.6M+$168.5K2026-11-03
Integrated Advisors Network LLC
INCREASED7,0575,406+1,651+31%$2.8M$3.6M+$839.5K2026-10-20
Financial Advisory Partners, LLC
DECREASED7,0227,075-53-1%$3.6M$3.6M-$28.5K2026-10-23
Sigma Planning Corp
DECREASED6,9797,234-255-4%$3.7M$3.6M-$131.4K2026-10-23
Wendell David Associates Inc
INCREASED6,9796,962+17+0%$3.5M$3.6K-$3.5M2026-10-27
Diversified Enterprises, LLC
INCREASED6,9766,828+148+2%$3.5M$3.6M+$74.1K2026-10-19
XML Financial, LLC
INCREASED6,9546,931+23+0%$3.5M$3.5M+$10.2K2026-10-29
Blue Fin Capital, Inc.
DECREASED6,9257,027-102-1%$3.6M$3.5M-$53.8K2026-10-28
Sowell Financial Services LLC
INCREASED6,9186,909+9+0%$3.5M$3.5M+$3.4K2026-10-23
Larson Financial Group LLC
INCREASED6,8566,077+779+13%$3.1M$3.5M+$395.0K2026-11-05
Park National Corp
DECREASED6,8506,991-141-2%$3.6M$3.5M-$73.3K2026-10-05
Tritonpoint Wealth, LLC
DECREASED6,8426,977-135-2%$3.6M$3.5M-$70.2K2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED6,8276,691+136+2%$3.4M$3.5M+$67.9K2026-10-16
Capital Investment Advisory Services, LLC
INCREASED6,8146,707+107+2%$3.4M$3.5M+$52.9K2026-10-30
Dmkc Advisory Services, LLC
INCREASED6,7556,550+205+3%$3.3M$3.4M+$103.0K2026-11-04
Towne Trust Company, N.a
DECREASED6,7526,945-193-3%$3.5M$3.4M-$99.7K2026-10-28
Jefferies Financial Group Inc.
DECREASED6,75084,294-77,544-92%$42.9M$3.4M-$39.5M2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED6,7226,582+140+2%$3.1M$3.4K-$3.1M2026-11-04
Machina Capital S.A.S.
DECREASED6,6889,996-3,308-33%$5.1M$3.4M-$1.7M2026-11-05
Boston Trust Walden Corp
INCREASED6,6726,671+1+0%$3.4M$3.4M-$8922026-10-30
Avidian Wealth Enterprises, LLC
DECREASED6,6426,716-74-1%$3.4M$3.4M-$39.4K2026-10-08
Ascent Group, LLC
DECREASED6,6227,259-637-9%$3.7M$3.4M-$325.8K2026-10-30
Capital City Trust Co
DECREASED6,6206,851-231-3%$3.5M$3.4M-$119.1K2026-10-22
D'Orazio & Associates, Inc.
DECREASED6,6146,662-48-1%$3.4M$3.4M-$25.8K2026-11-04
Calamos Wealth Management LLC
INCREASED6,6026,570+32+0%$3.3M$3.4M+$14.9K2026-11-02
WealthPlan Investment Management, LLC
DECREASED6,5848,338-1,754-21%$4.2M$3.4M-$895.0K2026-10-15
Marino, Stram & Associates LLC
DECREASED6,5706,666-96-1%$3.4M$3.3M-$50.3K2026-10-22
Shoker Investment Counsel, Inc.
DECREASED6,5466,586-40-1%$3.4M$3.3M-$22.0K2026-11-04
Caldwell Trust Co
INCREASED6,4836,394+89+1%$3.3M$3.3M+$44.0K2026-10-30
Pathway Financial Advisers, LLC
INCREASED6,3866,339+47+1%$3.2M$3.3M+$22.7K2026-10-27
Fiduciary Alliance LLC
DECREASED6,3756,562-187-3%$3.3M$3.2M-$96.4K2026-10-13
BNC Wealth Management, LLC
NEW6,361—+6,361——$3.2M—2026-10-19
Fulton Bank, N.A.
INCREASED6,3075,881+426+7%$3.0M$3.2M+$215.7K2026-10-14
North Dakota State Investment Board
INCREASED6,2226,133+89+1%$3.1M$3.2M+$44.0K2026-10-27
First American Bank
DECREASED6,2176,556-339-5%$3.3M$3.2M-$174.0K2026-10-27
ASK Capital Investment Managers, LLC
NEW6,178—+6,178——$3.1M—2026-10-14
Penobscot Investment Management Company, Inc.
DECREASED6,1736,182-90%$3.1M$3.1M-$5.9K2026-10-26
Greg Jennings, LLC
NEW6,125—+6,125——$3.1M—2026-10-19
Apella Capital, LLC
INCREASED6,1255,656+469+8%$3.0M$3.1M+$29.3K2026-10-08
AlphaCore Capital LLC
INCREASED6,0825,538+544+10%$2.8M$3.1M+$276.0K2026-11-04
Investmark Advisory Group LLC
INCREASED6,0635,803+260+4%$3.0M$3.1M+$132.3K2026-10-27
Vontobel Holding Ltd.
INCREASED6,0545,018+1,036+21%$2.6M$3.1M+$526.5K2026-10-16
ICW Investment Advisors LLC
DECREASED6,0466,086-40-1%$3.1M$3.1M-$21.3K2026-10-27
Cane Capital Partners, LLC
INCREASED6,0213,848+2,173+56%$2.0M$3.1M+$1.1M2026-10-23
Quadcap Wealth Management, LLC
INCREASED6,0004,510+1,490+33%$2.3M$3.1M+$757.3K2026-11-02
First National Trust Co
DECREASED5,9515,990-39-1%$3.1M$3.0M-$21.1K2026-10-28
HUB Investment Partners, LLC
INCREASED5,9425,433+509+9%$2.8M$3.0M+$258.4K2026-11-03
Acumen Wealth Advisors, LLC
INCREASED5,9292,775+3,154+114%$1.4M$3.0M+$1.6M2026-11-05
Flavin Financial Services, Inc.
INCREASED5,8705,863+7+0%$3.0M$3.0M+$2.3K2026-10-21
Integras Partners LLC
INCREASED5,8625,835+27+0%$3.0M$3.0M+$12.4K2026-10-30
Archer Investment Corp
INCREASED5,8085,807+1+0%$3.0M$3.0M-$1.1K2026-11-05
Magnus Financial Group LLC
INCREASED5,8075,705+102+2%$2.9M$3.0M+$50.7K2026-10-21
Quadrant Private Wealth Management, LLC
NEW5,752—+5,752——$2.9M—2026-11-04
Boomfish Wealth Group, LLC
INCREASED5,7485,729+19+0%$2.9M$2.9M+$8.0K2026-10-22
Highland Capital Management, LLC
DECREASED5,7225,953-231-4%$3.0M$2.9M-$118.7K2026-10-26
Premier Path Wealth Partners, LLC
INCREASED5,7085,580+128+2%$2.8M$2.9M+$63.9K2026-10-16
Pachira Investments Inc.
INCREASED5,6985,688+10+0%$2.9M$2.9M+$4.2K2026-10-14
Baxter Bros Inc
DECREASED5,6895,809-120-2%$3.0M$2.9M-$62.3K2026-11-04
Precedent Wealth Partners, LLC
INCREASED5,6734,754+919+19%$2.4M$2.9M+$467.3K2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED5,6645,596+68+1%$2.9M$2.9M+$37.9K2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED5,5873,302+2,285+69%$1.7M$2.8M+$1.2M2026-10-21
MinichMacGregor Wealth Management, LLC
DECREASED5,5555,642-87-2%$2.9M$2.8M-$45.2K2026-10-14
Acorn Financial Advisory Services Inc
INCREASED5,5255,523+2+0%$2.8M$2.8M-$362026-11-02
Allen Wealth Management, LLC
DECREASED5,4685,611-143-3%$2.9M$2.8M-$74.0K2026-10-29
Beacon Financial Group
DECREASED5,4545,624-170-3%$2.9M$2.8M-$87.6K2026-10-19
King Luther Capital Management Corp
DECREASED5,4385,763-325-6%$2.9M$2.8M-$166.7K2026-11-05
Stolper Co
INCREASED5,4285,392+36+1%$2.7K$2.8K+$172026-10-13
Grey Ledge Advisors, LLC
INCREASED5,4275,422+5+0%$2.8M$2.8M+$1.7K2026-11-02
PFG Advisors
INCREASED5,3954,857+538+11%$2.5M$2.7M+$273.1K2026-10-16
Mission Wealth Management, LP
DECREASED5,3868,896-3,510-39%$4.5M$2.7M-$1.8M2026-10-15
Joel Isaacson & Co., LLC
INCREASED5,3205,312+8+0%$2.7M$2.7M+$3.0K2026-11-05
Boit C F David
UNCHANGED5,2605,26000%$2.7M$2.7M-$1.1K2026-10-29
Mycio Wealth Partners, LLC
UNCHANGED5,1955,19500%$2.6M$2.6M-$1.1K2026-11-04
Signaturefd, LLC
INCREASED5,1384,677+461+10%$2.4M$2.6M+$233.5K2026-10-23
Bfsg, LLC
DECREASED5,1315,282-151-3%$2.7M$2.6M-$77.8K2026-10-30
Lineweaver Wealth Advisors, LLC
INCREASED5,1264,936+190+4%$2.5M$2.6M+$95.7K2026-10-13
Tealwood Asset Management Inc
DECREASED5,0935,147-54-1%$2.6K$2.6K-$282026-10-13
EPG Wealth Management LLC
INCREASED5,0674,855+212+4%$2.5M$2.6M+$106.9K2026-11-03
Certified Advisory Corp
INCREASED5,0675,058+9+0%$2.6M$2.6M+$3.2K2026-10-29
Cypress Capital, LLC
INCREASED5,0184,933+85+2%$2.5M$2.6M+$42.3K2026-10-20
Arista Wealth Management, LLC
INCREASED4,9564,311+645+15%$2.2M$2.5M+$327.7K2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED4,9474,394+553+13%$2.2M$2.5M+$281.1K2026-11-03
Capital Asset Advisory Services LLC
INCREASED4,9104,754+156+3%$2.4M$2.9M+$474.8K2026-10-30
Summit Global Investments
INCREASED4,8984,411+487+11%$2.2M$2.5K-$2.2M2026-10-28
AGF Management LTD
DECREASED4,8925,594-702-13%$2.8M$2.5M-$358.7K2026-11-03
Titan Investment Management LLC
DECREASED4,8754,958-83-2%$2.5M$2.5M-$43.4K2026-10-22
Mystic Asset Management, Inc.
INCREASED4,8734,816+57+1%$2.5M$2.5M+$28.1K2026-10-15
Stiles Financial Services Inc
DECREASED4,8595,013-154-3%$2.6M$2.5M-$79.2K2026-10-30
High Note Wealth, LLC
INCREASED4,8514,709+142+3%$2.4M$2.5M+$71.4K2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED4,8263,482+1,344+39%$1.8M$2.5M+$681.7K2026-11-05
Compound Planning, Inc.
INCREASED4,8164,368+448+10%$2.2M$2.5M+$227.2K2026-11-05
Axxcess Wealth Management, LLC
DECREASED4,8118,005-3,194-40%$4.1M$2.5M-$1.6M2026-10-21
Confluence Wealth Services, Inc.
INCREASED4,8074,608+199+4%$2.3M$2.4M+$100.4K2026-11-05
Platform Technology Partners
INCREASED4,7914,683+108+2%$2.4M$2.4M+$53.9K2026-11-02
Hunter Associates Investment Management LLC
INCREASED4,7844,474+310+7%$2.3M$2.5K-$2.3M2026-10-26
Alkeme Wealth, LLC
DECREASED4,7744,899-125-3%$2.5M$2.4M-$64.9K2026-10-08
Mesirow Financial Investment Management, Inc.
INCREASED4,7084,560+148+3%$2.3M$2.4M+$75.1K2026-11-05
O'Domhnaill Enterprises, Inc.
DECREASED4,6745,010-336-7%$2.6M$2.4M-$172.1K2026-10-29
Taylor Securities Services, Inc.
DECREASED4,6694,692-230%$2.4M$2.4M-$12.7K2026-10-20
AdvisorNet Financial, Inc
DECREASED4,6604,725-65-1%$2.4M$2.4M+$26.2K2026-10-15
Nordwand Advisors, LLC
INCREASED4,6594,655+4+0%$2.4M$2.4M+$1.1K2026-11-05
1834 Investment Advisors Co
DECREASED4,6476,550-1,903-29%$3.3M$2.4M-$970.6K2026-10-16
Independent Financial Group, LLC
DECREASED4,6194,716-97-2%$2.4M$2.4M-$50.1K2026-10-13
True Link Financial Advisors, LLC
DECREASED4,5974,697-100-2%$2.4M$2.3M-$51.9K2026-10-27
EdgeRock Capital LLC
DECREASED4,5964,608-120%$2.3M$2.3M-$7.1K2026-11-03
Chicago Trust Co NA
DECREASED4,5644,871-307-6%$2.5M$2.3M-$157.4K2026-10-28
Islay Capital Management, LLC
DECREASED4,5544,730-176-4%$2.4M$2.3M-$90.6K2026-10-20
Private Trust Co NA
INCREASED4,5404,479+61+1%$2.3M$2.3M+$30.5K2026-10-20
Redmond Asset Management, LLC
INCREASED4,5314,495+36+1%$2.3M$2.3M+$17.4K2026-10-27
Procyon Advisors, LLC
INCREASED4,5064,304+202+5%$2.2M$2.3M+$102.2K2026-10-21
Sage Investment Advisers LLC
INCREASED4,4894,205+284+7%$2.1M$2.3M+$144.1K2026-10-21
Flagship Harbor Advisors, LLC
INCREASED4,4663,869+597+15%$2.0M$2.3M+$303.2K2026-10-26
Optimist Retirement Group LLC
INCREASED4,4664,342+124+3%$2.2M$2.3M+$62.0K2026-10-30
Garrett Wealth Advisory Group, LLC
INCREASED4,4614,304+157+4%$2.2M$2.3M+$79.3K2026-10-22
Meridian Wealth Management, LLC
INCREASED4,4604,388+72+2%$2.2M$2.3M+$35.6K2026-11-05
Synergy Asset Management, LLC
NEW4,455—+4,455——$2.3M—2026-11-05
Acropolis Investment Management, LLC
DECREASED4,4554,676-221-5%$2.4M$2.3M-$113.5K2026-10-08
Greenfield Savings Bank
DECREASED4,4514,545-94-2%$2.3M$2.3M-$48.8K2026-10-07
180 Wealth Advisors, LLC
DECREASED4,4504,477-27-1%$2.3M$2.3M-$14.7K2026-11-03
Lantz Financial LLC
DECREASED4,4504,456-60%$2.3M$2.3M-$4.2K2026-10-15
Rydar Equities, Inc.
INCREASED4,4424,229+213+5%$2.2M$2.2M+$46.6K2026-10-13
A. D. Beadell Investment Counsel, Inc.
DECREASED4,3314,470-139-3%$2.3K$2.2K-$722026-10-14
PW Nova Financial Services LLC
DECREASED4,2874,745-458-10%$2.4M$2.2M-$234.0K2026-10-15
MBM Wealth Consultants, LLC
INCREASED4,2634,061+202+5%$2.1M$2.2M+$102.0K2026-10-20
Monarch Capital Management Inc
INCREASED4,2563,992+264+7%$2.0M$2.2M+$133.6K2026-10-19
Inman Jager Wealth Management, LLC
INCREASED4,2534,222+31+1%$2.2M$2.2M+$14.9K2026-11-05
Dominguez Wealth Management Solutions, Inc.
INCREASED4,2524,225+27+1%$2.2M$2.2M+$13.2K2026-10-07
Miramontes Capital, LLC
INCREASED4,2283,486+742+21%$1.8M$2.2M+$377.2K2026-10-19
Quadrant Capital Group LLC
INCREASED4,2234,145+78+2%$2.1M$2.1M+$16.8K2026-10-20
Lipe & Dalton
INCREASED4,2004,180+20+0%$2.1K$2.1K+$92026-10-15
Parkshore Wealth Management, Inc.
DECREASED4,1944,277-83-2%$2.2M$2.1M-$42.8K2026-10-13
Powers Advisory Group, LLC
DECREASED4,1514,249-98-2%$2.2M$2.1M-$51.0K2026-10-14
Parcion Private Wealth LLC
DECREASED4,1404,365-225-5%$2.2M$2.1M-$115.5K2026-10-28
Carolina Wealth Advisors, LLC
INCREASED4,1064,046+60+1%$2.1M$2.1M+$29.7K2026-10-23
Signet Investment Advisory Group, Inc.
INCREASED4,1003,939+161+4%$2.0M$2.1M+$81.2K2026-10-30
JGP Wealth Management, LLC
INCREASED4,0504,031+19+0%$2.1M$2.1M+$8.6K2026-10-13
Tema Etfs LLC
INCREASED4,0403,678+362+10%$1.9M$2.1M+$183.6K2026-10-16
Kornitzer Capital Management Inc
DECREASED4,0194,029-100%$2.1M$2.0M-$5.9K2026-11-03
Probity Advisors, Inc.
INCREASED4,0023,929+73+2%$2.0M$2.0M+$36.4K2026-10-23
Genus Capital Management Inc.
NEW4,000—+4,000——$2.0M—2026-11-04
Old Port Advisors
INCREASED3,9893,796+193+5%$1.9M$2.0M+$97.5K2026-10-23
Deseret Mutual Benefit Administrators
DECREASED3,9884,292-304-7%$2.2M$2.0M-$155.7K2026-11-04
Legacy Financial Independent Advisors LLC
UNCHANGED3,9713,97100%$2.0M$2.0M-$8342026-11-02
Augustine Asset Management Inc
UNCHANGED3,9583,95800%$2.0M$2.0M-$8322026-10-13
RFG Advisory, LLC
INCREASED3,9413,802+139+4%$1.9M$2.0M+$69.9K2026-11-03
Koshinski Asset Management, Inc.
DECREASED3,9403,997-57-1%$2.0M$2.0M-$30.0K2026-10-29
Wealth Enhancement Trust Services, Inc.
DECREASED3,9035,797-1,894-33%$3.0M$2.0M-$965.7K2026-10-07
Investors Asset Management of Georgia Inc
DECREASED3,8963,916-20-1%$2.0M$2.0M-$10.8K2026-10-20
Harbor Capital Advisors, Inc.
INCREASED3,8923,849+43+1%$2.0M$2.0K-$2.0M2026-10-22
Delta Financial Advisors LLC
INCREASED3,8893,803+86+2%$1.9M$2.0M+$42.5K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,8273,546+281+8%$1.8M$1.9M+$142.4K2026-10-27
Forum Financial Management, LP
DECREASED3,8124,125-313-8%$2.1M$1.9M-$159.9K2026-10-16
Patten & Patten Inc
INCREASED3,8052,897+908+31%$1.5M$1.9M+$462.2K2026-10-26
Brown, Lisle Ings, Inc.
INCREASED3,7973,777+20+1%$1.9M$1.9M+$9.7K2026-10-16
Adirondack Trust Co
DECREASED3,7753,840-65-2%$2.0M$1.9M-$33.9K2026-10-14
First Command Advisory Services, Inc.
DECREASED3,7624,035-273-7%$2.1M$1.9M-$139.9K2026-11-05
New Hampshire Trust
DECREASED3,7623,860-98-3%$2.0M$1.9M-$50.7K2026-10-20
Ascentis Independent Advisors
INCREASED3,7614+3,757+93925%$2.0K$1.9M+$1.9M2026-11-03
Center for Wealth Management Advisory
INCREASED3,7373,647+90+2%$1.9M$1.9M+$44.7K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED3,7353,795-60-2%$1.9M$1.9M-$31.1K2026-11-04
Financial Planning Hawaii, Inc.
DECREASED3,7264,026-300-7%$2.1M$1.9M-$153.6K2026-10-13
Aull & Monroe Investment Management Corp
INCREASED3,7253,660+65+2%$1.9M$1.9M+$32.7K2026-10-16
Gryphon Financial Partners LLC
INCREASED3,7143,663+51+1%$1.9M$1.9M+$25.1K2026-11-04
Bailard, Inc.
DECREASED3,7123,776-64-2%$1.9M$1.9M-$33.4K2026-10-13
LCM Capital Management Inc
DECREASED3,7073,718-110%$1.9M$1.9M-$6.8K2026-10-20
LS Investment Advisors, LLC
INCREASED3,7052,172+1,533+71%$1.1M$1.9M+$780.2K2026-10-13
KCM Investment Advisors LLC
DECREASED3,6903,726-36-1%$1.9M$1.9M-$19.1K2026-10-27
TD Private Client Wealth LLC
DECREASED3,6753,763-88-2%$1.9M$1.9M-$45.6K2026-10-28
CoreCap Advisors, LLC
DECREASED3,6693,827-158-4%$1.9M$1.9M-$81.0K2026-10-08
Guyasuta Investment Advisors Inc
DECREASED3,6663,746-80-2%$1.9M$1.9M-$41.5K2026-10-15
Cookson Peirce & Co Inc
INCREASED3,6232,495+1,128+45%$1.3M$1.8M+$573.9K2026-10-30
Verdence Capital Advisors LLC
INCREASED3,6112,998+613+20%$1.5M$1.8M+$311.4K2026-10-26
Buttonwood Financial Advisors Inc.
DECREASED3,6073,623-160%$1.8M$1.8M-$8.8K2026-10-13
Slocum, Gordon & Co LLP
INCREASED3,5873,572+15+0%$1.8M$1.8M+$6.9K2026-10-19
Woodmont Investment Counsel LLC
INCREASED3,5723,541+31+1%$1.8M$1.8M+$15.0K2026-10-29
Greenwood Capital Associates LLC
INCREASED3,5323,522+10+0%$1.8M$1.8M+$4.4K2026-10-27
Hilton Head Capital Partners, LLC
DECREASED3,5134,156-643-15%$2.1M$1.8M-$328.3K2026-10-23
W Advisors, LLC
INCREASED3,5033,489+14+0%$1.8M$1.8M+$6.4K2026-11-02
Stillwater Wealth Management Group
DECREASED3,4944,936-1,442-29%$2.5M$1.8M-$735.2K2026-10-21
Private Management Group Inc
UNCHANGED3,4803,48000%$1.8M$1.8M-$7312026-11-04
Kathmere Capital Management, LLC
DECREASED3,4733,644-171-5%$1.9M$1.8M-$87.7K2026-10-20
Moneco Advisors, LLC
DECREASED3,4623,501-39-1%$1.8M$1.8M-$20.5K2026-11-05
StoneX Group Inc.
DECREASED3,4233,452-29-1%$1.8M$1.7M-$15.7K2026-11-03
Richwood Investment Advisors, LLC
INCREASED3,4013,235+166+5%$1.6M$1.7M+$84.0K2026-10-30
Symphony Financial, Ltd. Co.
INCREASED3,3933,287+106+3%$1.7M$1.7M+$64.1K2026-10-22
Chicago Partners Investment Group LLC
DECREASED3,3803,485-105-3%$2.0M$2.0M+$60.7K2026-10-27
Wealth Quarterback LLC
INCREASED3,3733,309+64+2%$1.7M$1.7M+$31.8K2026-10-20
Norden Group LLC
INCREASED3,3572,691+666+25%$1.4M$1.7M+$338.8K2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED3,3533,923-570-15%$2.0M$1.7M-$291.1K2026-10-23
Compagnie Lombard Odier SCmA
DECREASED3,3503,620-270-7%$1.8M$1.7M-$138.3K2026-11-04
Juno Financial Group LLC
INCREASED3,3273,256+71+2%$1.7M$1.7M+$35.2K2026-10-27
Nilsine Partners, LLC
DECREASED3,3203,324-40%$1.7M$1.7M-$2.7K2026-11-02
Westhampton Capital, LLC
DECREASED3,3163,533-217-6%$1.8M$1.7M-$111.2K2026-10-30
Cohen Klingenstein LLC
UNCHANGED3,3003,30000%$1.7M$1.7M-$6932026-10-15
Beaumont Asset Management, L.L.C.
INCREASED3,2943,067+227+7%$1.6M$1.7M+$115.0K2026-10-16
Maia Wealth LLC
DECREASED3,2873,332-45-1%$1.7M$1.7M-$23.6K2026-10-19
Financial Consulate, Inc
DECREASED3,2773,362-85-3%$1.7M$1.7M-$43.8K2026-10-23
Evergreen Capital Management LLC
INCREASED3,2593,160+99+3%$1.6M$1.7M+$49.8K2026-10-23
Cypress Financial Planning LLC
DECREASED3,2463,327-81-2%$1.7M$1.7M-$41.9K2026-10-09
Crossmark Global Holdings, Inc.
INCREASED3,2393,220+19+1%$1.6M$1.6M+$9.0K2026-10-21
Pflug Koory, LLC
UNCHANGED3,2363,23600%$1.6M$1.6M-$6802026-10-26
Segment Wealth Management, LLC
UNCHANGED3,2233,22300%$1.6M$1.6M-$6772026-10-26
Excalibur Management Corp
INCREASED3,2173,214+3+0%$1.6M$1.6M+$8572026-11-02
Roxbury Financial LLC
INCREASED3,2053,199+6+0%$1.6M$1.6M+$2.4K2026-10-01
Uhlmann Price Securities, LLC
UNCHANGED3,1893,18900%$1.6M$1.6M-$6722026-11-03
Thrive Wealth Management, LLC
DECREASED3,1743,359-185-6%$1.7M$1.6M-$95.1K2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED3,1303,183-53-2%$1.6M$1.6M-$27.6K2026-10-19
Nvwm, LLC
INCREASED3,1073,054+53+2%$1.6M$1.6M+$26.3K2026-10-14
SevenBridge Financial Group, LLC
DECREASED3,0973,332-235-7%$2.0M$1.7M-$259.4K2026-10-26
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED3,0893,112-23-1%$1.6M$1.7M+$93.8K2026-10-21
Frederick Financial Consultants, LLC
INCREASED3,0893,075+14+0%$1.6M$1.6M+$6.0K2026-10-29
Sky Investment Group LLC
NEW3,083—+3,083——$1.6M—2026-10-30
Wealth Intelligence, LLC
INCREASED3,0742,879+195+7%$1.5M$1.6M+$98.7K2026-10-16
Herold Advisors, Inc.
DECREASED3,0543,174-120-4%$1.6M$1.6M-$60.7K2026-10-19
Essex Bank
DECREASED3,0453,053-80%$1.6M$1.6M-$4.7K2026-10-16
Herbst Group, LLC
NEW3,040—+3,040——$1.5M—2026-10-20
Brandywine OAK Private Wealth LLC
DECREASED3,0393,126-87-3%$1.6M$1.5M-$45.0K2026-10-23
BigSur Wealth Management LLC
DECREASED3,0303,065-35-1%$1.6M$1.5M-$18.5K2026-10-13
Raiffeisen Bank International AG
NEW2,993—+2,993——$1.5M—2026-10-28
Wedmont Private Capital
INCREASED2,9242,759+165+6%$1.4M$1.5M+$41.5K2026-10-09
Founders Financial Securities LLC
INCREASED2,9202,770+150+5%$1.4M$1.5M+$76.2K2026-10-28
Golden State Wealth Management, LLC
INCREASED2,9192,834+85+3%$1.4M$1.5M+$42.8K2026-11-02
Ashton Thomas Securities, LLC
DECREASED2,9133,156-243-8%$1.6M$1.5M-$122.4K2026-10-26
Intrua Financial, LLC
INCREASED2,8982,732+166+6%$1.4M$1.5M+$84.0K2026-10-28
Brown Miller Wealth Management, LLC
DECREASED2,8902,921-31-1%$1.5M$1.5M-$16.4K2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED2,8893,010-121-4%$1.5M$1.5M-$62.3K2026-10-30
Schmidt P J Investment Management Inc
DECREASED2,8852,952-67-2%$1.5M$1.5M-$34.7K2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED2,8812,904-23-1%$1.5M$1.5M-$12.3K2026-10-23
First Financial Corp
INCREASED2,8762,733+143+5%$1.4M$1.5M+$72.2K2026-10-13
GoalVest Advisory LLC
INCREASED2,8682,823+45+2%$1.4M$1.5M+$22.3K2026-10-02
SkyOak Wealth, LLC
INCREASED2,8671,867+1,000+54%$951.2K$1.5M+$508.9K2026-10-28
Pullen Investment Management, LLC
INCREASED2,8552,839+16+1%$1.4M$1.5M+$7.6K2026-10-23
Pines Wealth Management, LLC
INCREASED2,8462,833+13+0%$1.4M$1.4M+$6.1K2026-10-21
Sippican Capital Advisors
DECREASED2,8362,837-10%$1.4M$1.4M-$1.1K2026-10-23
CMH Wealth Management LLC
DECREASED2,8352,886-51-2%$1.5M$1.4M-$26.6K2026-10-22
Sovran Advisors, LLC
INCREASED2,8331,090+1,743+160%$633.8K$1.8M+$1.2M2026-11-02
Global Financial Private Client, LLC
INCREASED2,8292,715+114+4%$1.4M$1.4M+$57.7K2026-10-15
Accurate Wealth Management, LLC
INCREASED2,8232,445+378+15%$1.3M$1.4M+$143.8K2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED2,8041,844+960+52%$925.8K$1.4M+$502.3K2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED2,8032,641+162+6%$1.3M$1.4M+$81.9K2026-10-30
Baring Financial LLC
INCREASED2,8012,798+3+0%$1.4M$1.4M+$9172026-10-07
Rudd Co d/b/a Styre Wealth
NEW2,794—+2,794——$1.5M—2026-10-29
TCI Wealth Advisors, Inc.
INCREASED2,7881,944+844+43%$990.5K$1.4M+$429.4K2026-10-30
First City Capital Management, Inc.
DECREASED2,7712,776-50%$1.4M$1.4M-$3.1K2026-10-27
Archford Capital Strategies, LLC
INCREASED2,7702,743+27+1%$1.4M$1.4M+$13.2K2026-10-19
Churchill Financial Advisors, LLC
INCREASED2,7572,657+100+4%$1.4M$1.4M+$50.4K2026-10-20
Texas Bank & Trust Co
INCREASED2,7232,633+90+3%$1.3M$1.4M+$45.3K2026-11-04
Sagespring Wealth Partners, LLC
INCREASED2,7191,939+780+40%$988.1K$1.4M+$396.6K2026-10-22
Emerald Advisors, LLC
DECREASED2,7102,765-55-2%$1.4M$1.4M-$28.8K2026-10-13
Financial Harvest, LLC
DECREASED2,7092,727-18-1%$1.4M$1.4M-$9.7K2026-10-15
Jmac Enterprises LLC
INCREASED2,6721,872+800+43%$953.7K$1.4M+$407.0K2026-10-30
Portside Wealth Group, LLC
INCREASED2,6722,478+194+8%$1.3M$1.4M+$98.3K2026-10-20
Bison Wealth, LLC
DECREASED2,6322,686-54-2%$1.4M$1.3M-$98.1K2026-10-13
Verity Asset Management, Inc.
INCREASED2,6102,586+24+1%$1.3M$1.3M+$11.3K2026-10-30
Tctc Holdings, LLC
INCREASED2,6042,324+280+12%$1.2M$1.3M+$142.1K2026-11-02
O'Keefe Stevens Advisory, Inc.
INCREASED2,6002,277+323+14%$1.2M$1.3M+$163.6K2026-10-09
Kozak & Associates, Inc.
INCREASED2,5902,573+17+1%$1.3M$1.6M+$288.5K2026-10-29
Yankcom Partnership
INCREASED2,5752,556+19+1%$1.3M$1.3M+$9.1K2026-10-15
Markowski Investments
DECREASED2,5682,677-109-4%$1.4M$1.3M-$55.9K2026-10-30
Compton Wealth Advisory Group, LLC
INCREASED2,5672,262+305+13%$1.2M$1.3M+$116.8K2026-10-13
Claro Advisors Inc.
INCREASED2,5612,559+2+0%$1.3M$1.3M+$2262026-11-02
Realta Investment Advisors
INCREASED2,555803+1,752+218%$409.0K$1.3M+$892.2K2026-10-14
International Assets Investment Management, LLC
INCREASED2,5492,368+181+8%$1.2M$1.3M+$53.6K2026-11-02
Davis Capital Management
DECREASED2,5242,560-36-1%$1.3M$1.3M-$18.9K2026-10-08
Orca Wealth Management, LLC
DECREASED2,5212,537-16-1%$1.3M$1.3M-$8.6K2026-10-14
Oak Asset Management, LLC
INCREASED2,5192,504+15+1%$1.3M$1.3M+$7.1K2026-10-13
StrongBox Wealth, LLC
INCREASED2,5131,463+1,050+72%$745.7K$1.3M+$534.4K2026-11-02
RMG Wealth Management LLC
UNCHANGED2,5002,50000%$1.5M$1.5M-$52.5K2026-10-26
Nations Financial Group Inc,
DECREASED2,4962,669-173-6%$1.4M$1.3M-$88.5K2026-11-05
Chesley Taft & Associates LLC
INCREASED2,4952,391+104+4%$1.2M$1.3M+$52.5K2026-10-13
Griffith & Werner, Inc.
DECREASED2,4723,138-666-21%$1.6M$1.3M-$340.4K2026-11-04
Guardian Wealth Management, Inc.
DECREASED2,4712,499-28-1%$1.3M$1.3M-$14.7K2026-10-30
Farmers & Merchants Trust Co of Long Beach
INCREASED2,4622,449+13+1%$1.2M$1.3M+$6.1K2026-10-22
Guerra PAN Advisors, LLC
INCREASED2,4572,445+12+0%$1.2M$1.3M+$101.4K2026-10-26
Legal Advantage Investments, Inc.
UNCHANGED2,4502,45000%$1.2M$1.2M-$5152026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED2,4272,354+73+3%$1.2M$1.2M+$36.6K2026-10-16
Parkside Financial Bank & Trust
INCREASED2,4042,260+144+6%$1.2M$1.2M+$72.9K2026-10-27
GFS Advisors, LLC
INCREASED2,400140+2,260+1614%$1.2M$1.2M-$4.3K2026-11-03
Cidel Asset Management Inc
DECREASED2,3872,443-56-2%$1.2M$1.2M-$29.0K2026-10-29
True North Advisors, LLC
DECREASED2,3852,711-326-12%$1.4M$1.2M-$166.6K2026-10-22
Applied Finance Capital Management, LLC
NEW2,384—+2,384——$1.2M—2026-11-03
Sierra Summit Advisors LLC
INCREASED2,3812,320+61+3%$1.2M$1.2M+$30.6K2026-10-28
Valley Brook Capital Group, Inc.
UNCHANGED2,3662,36600%$1.2M$1.2M-$4962026-10-26
Purus Wealth Management, LLC
DECREASED2,3642,382-18-1%$1.2M$1.2M-$9.5K2026-10-15
Indivisible Partners
INCREASED2,3612,025+336+17%$1.0M$1.2M+$170.8K2026-10-26
Violich Capital Management, Inc.
DECREASED2,3602,560-200-8%$1.3M$1.2M-$102.4K2026-10-05
Gerber Kawasaki Wealth & Investment Management
INCREASED2,3502,293+57+2%$1.2M$1.2M+$28.4K2026-10-29
CRA Financial Services, LLC
DECREASED2,3392,341-20%$1.2M$1.2M-$1.7K2026-10-16
Chilton Capital Management LLC
DECREASED2,3273,358-1,031-31%$1.7M$1.2M-$525.7K2026-10-28
Everhart Financial Group, Inc.
INCREASED2,3112,250+61+3%$1.1M$1.2M+$30.6K2026-10-08
Inlet Private Wealth, LLC
UNCHANGED2,3062,30600%$1.2M$1.2M-$4842026-10-21
Wealth Group, Ltd.
DECREASED2,2957,478-5,183-69%$3.8M$1.2K-$3.8M2026-10-30
Angeles Wealth Management, LLC
INCREASED2,2852,272+13+1%$1.2M$1.2M+$6.1K2026-10-26
First Financial Bank - Trust Division
DECREASED2,2792,461-182-7%$1.3M$1.2M-$93.2K2026-10-01
Challenger Wealth Management
DECREASED2,2722,430-158-6%$1.2M$1.2M-$81.0K2026-10-30
Karras Company, Inc.
DECREASED2,2692,307-38-2%$1.2M$1.2M-$20.0K2026-10-16
Almanack Investment Partners, Llc.
INCREASED2,2662,127+139+7%$1.1M$1.2M+$70.0K2026-11-03
Mindset Wealth Management, LLC
INCREASED2,2572,114+143+7%$1.1M$1.1M+$72.3K2026-10-19
TritonPoint Partners, LLC
DECREASED2,2526,990-4,738-68%$3.6M$1.1M-$2.4M2026-11-05
Leo Wealth, LLC
NEW2,245—+2,245——$1.1M—2026-10-26
Yardley Wealth Management LLC
INCREASED2,2322,217+15+1%$1.1M$1.1M+$7.0K2026-10-23
Clear Creek Financial Management, LLC
INCREASED2,2311,897+334+18%$966.4K$1.1M+$169.9K2026-10-28
Acima Private Wealth, LLC
UNCHANGED2,2312,23100%$1.1M$1.1M-$4682026-10-05
Strategic Blueprint, LLC
INCREASED2,2241,837+387+21%$935.8K$1.1M+$196.9K2026-10-22
Gallagher Capital Advisors, LLC
INCREASED2,2212,207+14+1%$1.1M$1.1M+$6.4K2026-10-09
Cornerstone Wealth Group, LLC
INCREASED2,2192,112+107+5%$1.1M$1.1M+$53.9K2026-11-02
Canandaigua National Trust Co of Florida
NEW2,207—+2,207——$1.1M—2026-10-07
Signal Advisors Wealth, LLC
INCREASED2,2072,163+44+2%$1.1M$1.1M+$21.9K2026-10-13
Milestone Asset Management, LLC
DECREASED2,2062,756-550-20%$1.4M$1.1M-$280.3K2026-10-15
Tandem Capital Management Corp
INCREASED2,2002,175+25+1%$1.1M$1.1M+$12.3K2026-10-22
111 Capital
NEW2,195—+2,195——$1.1M—2026-11-03
City State Bank
DECREASED2,1882,198-100%$1.1M$1.1M-$5.6K2026-10-20
Balboa Wealth Partners
DECREASED2,1852,270-85-4%$1.2M$1.1M-$43.7K2026-10-20
Marks Group Wealth Management, Inc
INCREASED2,1751,066+1,109+104%$543.1K$1.1M+$564.6K2026-11-05
Independence Bank of Kentucky
INCREASED2,1652,101+64+3%$1.1M$1.1M+$32.2K2026-10-26
Harbour Trust & Investment Management Co
DECREASED2,1612,162-10%$1.1M$1.1M-$9632026-10-28
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED2,1612,16100%$1.1M$1.1M-$4542026-10-13
Triad Wealth Partners, LLC
DECREASED2,1502,255-105-5%$1.3M$1.1M-$227.2K2026-10-26
Traphagen Investment Advisors LLC
DECREASED2,1442,181-37-2%$1.1M$1.1M-$19.0K2026-10-14
J.Safra Asset Management Corp
INCREASED2,143917+1,226+134%$467.2K$1.1M+$624.3K2026-11-03
Carret Asset Management, LLC
INCREASED2,1371,990+147+7%$1.0M$1.1M+$74.4K2026-11-04
Dickmeyer Boyce Financial Management, Inc.
INCREASED2,1372,135+2+0%$1.1M$1.1M+$8562026-10-08
ROI Financial Advisors, LLC
INCREASED2,1362,042+94+5%$1.0M$1.1M+$47.1K2026-10-19
BAR Harbor Wealth Management
INCREASED2,1312,101+30+1%$1.1M$1.1M+$14.8K2026-10-21
Plato Investment Management Ltd
INCREASED2,1251,782+343+19%$902.6K$1.1M+$183.8K2026-11-05
First Premier Bank
UNCHANGED2,1242,12400%$1.1K$1.1K$02026-10-13
Investors Research Corp
DECREASED2,1162,195-79-4%$1.1M$1.1M-$40.7K2026-10-07
Bryn Mawr Trust Advisors, LLC
INCREASED2,1142,032+82+4%$1.0M$1.1M+$41.3K2026-11-04
Cooper Financial Group
DECREASED2,1082,112-40%$1.1M$1.1M-$2.3K2026-10-07
Diversified Management Inc
INCREASED2,098628+1,470+234%$319.9K$1.1M+$748.5K2026-10-08
Lighthouse Financial Services Inc
INCREASED2,0942,080+14+1%$1.1M$1.1M-$19.3K2026-11-02
Capital Advisors Wealth Management, LLC
INCREASED2,0921,968+124+6%$1.0M$1.1M+$62.6K2026-10-09
Red Mountain Financial, LLC
INCREASED2,0912,086+5+0%$1.1M$1.1M+$2.2K2026-11-03
Schear Investment Advisers, LLC
INCREASED2,0681,390+678+49%$708.1K$1.1M+$345.1K2026-10-14
Tempo Wealth, LLC
INCREASED2,0681,581+487+31%$805.5K$1.1M+$247.7K2026-10-14
3Chopt Investment Partners, LLC
INCREASED2,0661,839+227+12%$937.0K$1.1M+$115.2K2026-10-30
Frank, Rimerman Advisors LLC
INCREASED2,0601,929+131+7%$982.7K$1.0M+$66.3K2026-10-16
Creative Financial Designs Inc
INCREASED2,0542,053+1+0%$1.0M$1.0M+$1412026-11-04
GS Investments, Inc.
DECREASED2,0402,056-16-1%$1.0M$1.0M-$8.6K2026-11-05
CFM Wealth Partners LLC
INCREASED2,039771+1,268+164%$392.8K$1.0M+$645.6K2026-11-05
Strategic Advisors LLC
INCREASED2,0312,019+12+1%$1.0M$1.0M+$6.0K2026-10-13
Kenora Financial, LLC
INCREASED2,0271,849+178+10%$942.0K$1.0M+$90.3K2026-10-20
CWS Financial Advisors, LLC
INCREASED2,0181,967+51+3%$1.0M$1.0M+$25.6K2026-10-16
Aviso Wealth Management
INCREASED2,0162,008+8+0%$1.0M$1.0M+$3.7K2026-11-04
Avior Wealth Management, LLC
DECREASED1,9992,033-34-2%$1.0M$1.0M-$17.4K2026-10-13
DB Fitzpatrick & Co, Inc
DECREASED1,9872,025-38-2%$1.0M$1.0M-$19.8K2026-10-19
Kestra Investment Management, LLC
DECREASED1,9842,276-292-13%$1.2M$1.0M-$149.0K2026-11-04
Sapient Capital LLC
DECREASED1,9802,171-191-9%$1.1M$1.0M-$97.7K2026-10-08
Aegon Asset Management UK PLC
DECREASED1,9742,735-761-28%$1.4M$1.0M-$388.1K2026-11-04
Allen Capital Group, LLC
INCREASED1,9721,842+130+7%$938.4K$1.0M+$65.8K2026-10-27
Harbour Capital Advisors, LLC
UNCHANGED1,9681,96800%$1.0M$1.0M-$27.5K2026-10-13
Arvest Investments, Inc.
INCREASED1,9581,945+13+1%$991.2K$997.4K+$6.2K2026-10-21
Brady Martz Wealth Solutions, LLC
DECREASED1,9522,148-196-9%$1.1M$994.0K-$100.2K2026-11-05
NBH Bank
DECREASED1,9441,959-15-1%$998.0K$990.0K-$8.1K2026-11-05
Gables Capital Management Inc.
DECREASED1,9341,964-30-2%$1.0M$984.9K-$15.7K2026-11-04
MCF Advisors LLC
INCREASED1,9301,873+57+3%$954.2K$982.9K+$28.6K2026-10-28
Harmony Asset Management LLC
INCREASED1,9291,852+77+4%$943.6K$982.5K+$38.9K2026-10-20
Powell Investment Advisors, LLC
UNCHANGED1,9271,92700%$981.7K$981.3K-$4042026-10-22
Financial Security Advisor, Inc.
DECREASED1,9222,035-113-6%$1.0M$978.6K-$58.0K2026-11-03
St. Johns Investment Management Company, LLC
DECREASED1,9201,953-33-2%$995.0K$977.8K-$17.2K2026-10-30
Range Financial Group LLC
DECREASED1,9111,973-62-3%$1.0M$973.3K-$31.8K2026-10-21
PDS Planning, Inc
INCREASED1,9101,905+5+0%$970.7K$972.4K+$1.7K2026-11-03
InvesTrust
UNCHANGED1,9061,90600%$971.0K$970.6K-$4002026-10-14
Aprio Wealth Management, LLC
INCREASED1,9031,701+202+12%$866.7K$969.0K+$102.3K2026-10-28
Asset Planning,Inc
DECREASED1,9031,912-90%$974.1K$969.0K-$5.2K2026-10-26
Alessandra Capital Management, LLC
INCREASED1,9021,675+227+14%$853.3K$968.6K+$115.3K2026-10-30
Cigna Investments Inc
DECREASED1,9011,934-33-2%$986.0K$968-$985.0K2026-10-19
Eads & Heald Wealth Management
INCREASED1,8941,822+72+4%$928.2K$964.5K+$36.3K2026-10-29
DeDora Capital, Inc.
INCREASED1,8911,880+11+1%$958.0K$962.7K+$4.7K2026-10-26
Marathon Capital Management
DECREASED1,8892,339-450-19%$1.2M$962.0K-$229.7K2026-10-23
Wynn Capital, LLC
DECREASED1,8851,889-40%$962.4K$959.9K-$2.4K2026-10-13
Klingman & Associates, LLC
DECREASED1,8841,899-15-1%$967.5K$959.4K-$8.0K2026-10-20
KPP Advisory Services LLC
DECREASED1,8822,100-218-10%$1.1M$958.6K-$111.4K2026-10-26
Kingsbury Capital Investment Advisors LLC
DECREASED1,8791,902-23-1%$969.0K$956.7K-$12.4K2026-10-20
Facet Wealth, Inc.
INCREASED1,8751,241+634+51%$632.2K$954.8K+$322.6K2026-11-04
Pinion Investment Advisors, LLC
DECREASED1,8701,877-70%$956.5K$952.2K-$4.3K2026-11-04
Decker Wealth Management LLC
INCREASED1,8661,768+98+6%$900.7K$950.1K+$49.4K2026-10-09
Altus Wealth Group LLC
DECREASED1,8641,882-18-1%$958.8K$949.2K-$9.6K2026-10-20
LexAurum Advisors, LLC
DECREASED1,8621,959-97-5%$998.0K$948.2K-$49.8K2026-10-19
Curtis Advisory Group, LLC
DECREASED1,8601,880-20-1%$957.8K$947.2K-$10.6K2026-10-28
D.B. Root & Company, LLC
INCREASED1,8581,712+146+9%$872.3K$946.3K+$74.0K2026-11-04
71 West Capital Partners
INCREASED1,8561,686+170+10%$859.0K$945.2K+$86.2K2026-11-04
Rare Wolf Capital LLC
INCREASED1,8561,778+78+4%$905.8K$945.2K+$39.3K2026-10-20
Appleton Partners Inc
DECREASED1,8552,023-168-8%$1.0M$945-$1.0M2026-10-30
Oakworth Capital, Inc.
DECREASED1,8521,877-25-1%$960.7K$943.1K-$17.6K2026-10-26
GC Wealth Management RIA, LLC
INCREASED1,8421,781+61+3%$907.3K$938.0K+$30.7K2026-11-02
Capstone Capital Management Ltd
NEW1,840—+1,840——$937.0K—2026-10-21
Coastline Trust Co
DECREASED1,8392,201-362-16%$1.1M$936.5K-$184.8K2026-10-01
Northcape Wealth Management, LLC
INCREASED1,8241,808+16+1%$921.1K$928.9K+$7.9K2026-11-04
Keudell ison Wealth Management
DECREASED1,8221,879-57-3%$957.3K$927.9K-$29.4K2026-10-16
Harbor Investment Advisory, LLC
DECREASED1,8141,864-50-3%$949.8K$923.6K-$26.2K2026-10-13
Capital Investment Counsel, LLC
DECREASED1,8001,831-31-2%$932.8K$916.7K-$16.2K2026-10-14
Capital Square, LLC
INCREASED1,7931,774+19+1%$928.2K$913.1K-$15.1K2026-10-19
Inscription Capital, LLC
DECREASED1,7881,864-76-4%$949.8K$910.3K-$39.5K2026-11-02
Mechanics Financial Corp
UNCHANGED1,7721,77200%$902.8K$902.4K-$3722026-11-05
Illinois Municipal Retirement Fund
NEW1,760—+1,760——$896.3K—2026-11-05
Gradient Capital Advisors, LLC
INCREASED1,7571,725+32+2%$878.9K$894.9K+$16.0K2026-10-21
Spirit of America Management Corp
INCREASED1,7501,350+400+30%$687.8K$891.2K+$203.4K2026-10-14
Macroview Investment Management LLC
DECREASED1,7501,756-60%$894.6K$891.2K-$3.4K2026-10-26
Columbia Bank
INCREASED1,7491,707+42+2%$869.6K$890.7K+$21.0K2026-10-29
Tableaux LLC
UNCHANGED1,7481,74800%$890.8K$890.4K-$3672026-10-23
Certior Financial Group, LLC
DECREASED1,7461,756-10-1%$894.6K$889.2K-$5.5K2026-10-19
Investment Partners, Ltd.
INCREASED1,7411,474+267+18%$751.2K$886.3K+$135.1K2026-10-29
Mitchell & Pahl Private Wealth, LLC
UNCHANGED1,7411,74100%$887.0K$886.6K-$3662026-10-14
Radnor Capital Management, LLC
UNCHANGED1,7301,73000%$881.4K$881.0K-$3632026-10-23
J. Safra Sarasin Holding AG
INCREASED1,7261,679+47+3%$855.6K$879.0K+$23.3K2026-10-26
Anchyra Partners LLC
INCREASED1,7251,717+8+0%$874.7K$878.5K+$3.7K2026-10-13
Regent Peak Wealth Advisors LLC
INCREASED1,7161,513+203+13%$770.6K$873.7K+$103.1K2026-10-13
Zullo Investment Group, Inc.
INCREASED1,7051,699+6+0%$865.9K$868.4K+$2.4K2026-10-20
Landmark Wealth Management, LLC
UNCHANGED1,7041,70400%$868.4K$868.0K-$3582026-11-03
Wright Investors Service Inc
INCREASED1,7011,699+2+0%$865.6K$866.2K+$6612026-11-02
Plimoth Trust Co LLC
DECREASED1,7001,717-17-1%$874.7K$865.7K-$9.0K2026-10-26
Integrity Advisory Solutions, LLC
INCREASED1,6921,645+47+3%$838.3K$862.0K+$23.6K2026-10-29
Profund Advisors LLC
DECREASED1,6881,966-278-14%$1.0M$859.6K-$142.0K2026-10-29
Veracity Capital LLC
DECREASED1,6801,709-29-2%$870.7K$855.7K-$15.0K2026-10-08
Beese Fulmer Investment Management, Inc.
DECREASED1,6782,354-676-29%$1.2M$854.6K-$344.6K2026-10-23
Lyell Wealth Management, LP
INCREASED1,6781,111+567+51%$566.0K$854.5K+$288.5K2026-10-30
United Advisor Group, LLC
INCREASED1,6781,507+171+11%$767.8K$854.3K+$86.5K2026-11-03
Peoples Financial Services Corp.
DECREASED1,6721,707-35-2%$869.6K$851.5K-$18.2K2026-10-20
Asset Advisory Group, Inc.
UNCHANGED1,6661,66600%$848.8K$848.5K-$3332026-10-20
Eagle Rock Investment Company, LLC
DECREASED1,6592,577-918-36%$1.3M$844.7K-$468.0K2026-10-21
Aspen Investment Management Inc
DECREASED1,6591,769-110-6%$901$845-$562026-11-05
Keystone Financial Planning, Inc.
DECREASED1,6571,732-75-4%$882.4K$843.8K-$38.6K2026-10-08
Integrity Investment Advisors, LLC
INCREASED1,6521,634+18+1%$832.5K$841.3K+$8.8K2026-11-03
Asset Dedication, LLC
DECREASED1,6501,683-33-2%$857.6K$840.5K-$17.1K2026-11-03
Crescent Sterling, Ltd.
INCREASED1,6491,577+72+5%$803.4K$839.8K+$36.3K2026-10-16
Focus Financial Network, Inc.
DECREASED1,6421,832-190-10%$933.2K$836.0K-$97.2K2026-10-14
Integris Wealth Management, LLC
UNCHANGED1,6401,64000%$835.5K$835.2K-$3452026-10-14
DKM Wealth Management, Inc.
INCREASED1,6371,630+7+0%$830.5K$833.7K+$3.2K2026-10-09
Berkshire Money Management, Inc.
NEW1,632—+1,632——$831.3K—2026-10-21
Hourglass Capital, LLC
DECREASED1,6302,070-440-21%$1.1M$830.1K-$224.3K2026-10-26
Navigation Group, LLC
INCREASED1,6241,501+123+8%$764.6K$827.2K+$62.6K2026-10-28
Howard Capital Management, LLC
DECREASED1,6241,642-18-1%$836.3K$826.8K-$9.5K2026-10-16
Total Wealth Planning & Management, Inc.
INCREASED1,6231,440+183+13%$733.8K$826.3K+$92.4K2026-10-23
SeaCrest Wealth Management, LLC
INCREASED1,6211,575+46+3%$802.7K$825.3K+$22.7K2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED1,6181,672-54-3%$851.6K$819.9K-$31.7K2026-10-09
Hudock, Inc.
DECREASED1,6121,823-211-12%$929.0K$821.2K-$107.7K2026-10-14
Bank of Stockton
DECREASED1,6111,731-120-7%$881.9K$820.4K-$61.5K2026-10-20
Garner Asset Management Corp
DECREASED1,6091,638-29-2%$834.3K$1.0M+$188.1K2026-10-30
Putney Financial Group LLC
INCREASED1,6041,545+59+4%$787.1K$816.8K+$29.7K2026-10-30
United Community Bank
INCREASED1,5991,571+28+2%$800.4K$814.3K+$13.9K2026-10-28
McAdam, LLC
INCREASED1,5961,525+71+5%$776.7K$812.8K+$36.1K2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED1,5941,486+108+7%$757.8K$811.8K+$54.0K2026-10-13
WP Advisors, LLC
DECREASED1,5911,626-35-2%$828.5K$810.6K-$17.9K2026-10-22
Forza Wealth Management, LLC
UNCHANGED1,5901,59000%$810.0K$809.7K-$3332026-10-20
Onyx Bridge Wealth Group LLC
DECREASED1,5891,653-64-4%$842.4K$809.2K-$33.1K2026-10-16
Steinberganna Wealth Management
INCREASED1,5871,404+183+13%$715.3K$808.3K+$93.0K2026-10-23
MSH Capital Advisors LLC
INCREASED1,5831,563+20+1%$796.3K$806.0K+$9.7K2026-11-03
Curated Wealth Partners LLC
INCREASED1,582716+866+121%$364.8K$805.6K+$440.9K2026-10-15
Chapin Davis, Inc.
DECREASED1,5612,558-997-39%$1.3M$794.9K-$508.3K2026-10-09
WBH Advisory Inc
INCREASED1,5601,350+210+16%$687.8K$794.5K+$106.7K2026-11-05
TL Private Wealth
DECREASED1,5601,660-100-6%$888.7K$798.5K-$90.2K2026-10-13
Iams Wealth Management, LLC
INCREASED1,5591,189+370+31%$606.0K$794.3K+$188.3K2026-10-15
Lebenthal Global Advisors, LLC
INCREASED1,5591,265+294+23%$644.5K$793.9K+$149.5K2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
NEW1,557—+1,557——$793—2026-10-22
Hoey Investments, Inc
DECREASED1,5541,575-21-1%$802.4K$791.4K-$11.0K2026-10-29
Clark Wealth Partners
DECREASED1,5521,620-68-4%$825.2K$790.5K-$34.7K2026-10-19
Dumont & Blake Investment Advisors LLC
INCREASED1,5381,523+15+1%$775.9K$783.2K+$7.3K2026-10-28
Westside Investment Management, Inc.
DECREASED1,5331,541-8-1%$785.1K$778.8K-$6.2K2026-11-02
HCR Wealth Advisors
INCREASED1,5241,498+26+2%$763.2K$776.1K+$12.9K2026-10-15
James Investment Research, Inc.
DECREASED1,5221,674-152-9%$852.8K$775.1K-$77.8K2026-10-22
V-Square Quantitative Management LLC
INCREASED1,5221,385+137+10%$705.6K$775.1K+$69.5K2026-10-15
StoneRidge PMG Advisors, LLC
NEW1,518—+1,518——$773—2026-11-04
Kennebec Savings Bank
INCREASED1,5161,500+16+1%$764.2K$772.0K+$7.8K2026-10-22
Wealth Alliance Advisory Group, LLC
INCREASED1,5131,449+64+4%$738.4K$770.7K+$32.3K2026-10-14
William B. Walkup & Associates, Inc.
DECREASED1,5101,516-60%$772.7K$769.0K-$3.8K2026-11-05
Hilltop National Bank
DECREASED1,5061,689-183-11%$860.5K$766.9K-$93.5K2026-10-14
Solidarity Wealth, LLC
UNCHANGED1,4931,49300%$760.6K$760.3K-$3142026-10-15
Clear Harbor Asset Management, LLC
NEW1,491—+1,491——$759.3K—2026-11-05
Aaron Wealth Advisors LLC
DECREASED1,4901,858-368-20%$946.8K$759.0K-$187.8K2026-10-13
Triton Wealth Management, Pllc
INCREASED1,4901,127+363+32%$594.9K$962.9K+$368.0K2026-11-04
Vicus Capital
INCREASED1,4891,431+58+4%$728.9K$758.2K+$29.3K2026-11-05
Vision Financial Markets LLC
INCREASED1,4871,472+15+1%$759.1K$753.1K-$6.0K2026-10-22
Balefire, LLC
DECREASED1,4731,499-26-2%$763.7K$750.2K-$13.6K2026-10-09
Essential Investment Partners LLC
DECREASED1,4731,495-22-1%$761.6K$750.1K-$11.5K2026-10-27
Gerald Baker Financial Group LLC
INCREASED1,4731,467+6+0%$747.4K$750.1K+$2.7K2026-10-09
Richards, Merrill & Peterson, Inc.
INCREASED1,4721,427+45+3%$726.8K$749.6K+$22.8K2026-10-19
Legacy Wealth Asset Management, LLC
DECREASED1,4701,497-27-2%$762.7K$748.6K-$14.1K2026-10-09
Altfest L J & Co Inc
INCREASED1,4641,298+166+13%$661.1K$745.6K+$84.5K2026-10-27
Ti-Trust, Inc
UNCHANGED1,4641,46400%$745.8K$745.5K-$3072026-10-21
Chicago Capital, LLC
UNCHANGED1,4621,46200%$744.9K$744.6K-$3072026-10-13
RFG - Bristol Wealth Advisors, LLC
INCREASED1,4601,374+86+6%$700.2K$743.6K+$43.3K2026-10-09
WealthBridge Capital Management, LLC
DECREASED1,4591,467-8-1%$747.2K$742.8K-$4.3K2026-10-16
Advisor OS, LLC
DECREASED1,4531,897-444-23%$966.7K$740.3K-$226.3K2026-11-03
BIP Wealth, LLC
INCREASED1,4501,399+51+4%$712.7K$738.4K+$25.7K2026-10-22
Opinicus Capital, Inc.
INCREASED1,4381,425+13+1%$725.9K$732.5K+$6.5K2026-10-28
Crusonia Wealth Advisors LLC
DECREASED1,4371,585-148-9%$807.6K$731.8K-$75.8K2026-10-26
Aspiriant, LLC
DECREASED1,4371,453-16-1%$740.2K$731.8K-$8.5K2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED1,4321,455-23-2%$741.4K$729.2K-$12.2K2026-10-15
Sanders Morris Harris LLC
NEW1,430—+1,430——$732.1K—2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED1,4301,445-15-1%$736.2K$728.2K-$7.9K2026-11-02
Western Financial Corp
DECREASED1,4217,984-6,563-82%$4.1M$723.9K-$3.3M2026-10-14
Walker Asset Management, LLC
DECREASED1,4201,816-396-22%$925.1K$723.0K-$202.1K2026-10-13
Cerro Pacific Wealth Advisors LLC
INCREASED1,4201,294+126+10%$659.0K$723.1K+$64.1K2026-10-22
First Merchants Corp
DECREASED1,4071,417-10-1%$721.9K$716.5K-$5.4K2026-10-15
Financiere des Professionnels - Fonds d'investissement inc.
NEW1,405—+1,405——$715.5K—2026-11-03
Trek Financial, LLC
INCREASED1,4051,389+16+1%$707.6K$715.5K+$7.9K2026-10-29
WealthPLAN Partners, LLC
DECREASED1,4001,535-135-9%$782.0K$713.0K-$68.9K2026-10-15
Union Savings Bank
DECREASED1,3991,407-8-1%$716.8K$712.4K-$4.3K2026-10-14
Duncker Streett & Co Inc
UNCHANGED1,3991,39900%$712.7K$712.4K-$2942026-10-27
Trust Co
DECREASED1,3981,591-193-12%$810.6K$711.9K-$98.7K2026-10-09
Ascent Wealth Partners, LLC
NEW1,393—+1,393——$709.2K—2026-10-23
Toth Financial Advisory Corp
INCREASED1,3931,374+19+1%$699.8K$709.5K+$9.7K2026-10-08
Aspetuck Financial Management LLC
INCREASED1,3831,352+31+2%$688.8K$704.3K+$15.5K2026-11-04
Forvis Mazars Wealth Advisors, LLC
DECREASED1,3831,390-70%$708.0K$704.2K-$3.8K2026-10-13
Norman Fields, Gottscho Capital Management, LLC
DECREASED1,3821,412-30-2%$719.4K$703.8K-$15.6K2026-10-05
Tempus Wealth Planning, LLC
INCREASED1,3791,135+244+22%$578.3K$702.2K+$124.0K2026-10-14
Chatham Capital Group, Inc.
UNCHANGED1,3771,37700%$701.5K$701.2K-$2892026-10-16
BCS Wealth Management
INCREASED1,3761,357+19+1%$691.3K$700.7K+$9.4K2026-11-03
Cohen Investment Advisors LLC
INCREASED1,3751,334+41+3%$679.6K$700.2K+$20.6K2026-10-20
Roman Butler Fullerton & Co
INCREASED1,3701,364+6+0%$710.1K$751.3K+$41.2K2026-10-27
Bullock Wealth Management Group
INCREASED1,3691,343+26+2%$700.9K$692.1K-$8.7K2026-10-09
Argyle Capital Partners, LLC
INCREASED1,3641,272+92+7%$648.3K$694.7K+$46.4K2026-10-23
J2 Capital Management Inc
DECREASED1,3581,367-9-1%$696.4K$691.5K-$4.9K2026-10-19
Rockland Trust Co
DECREASED1,3571,467-110-7%$747.4K$691.1K-$56.3K2026-10-05
Birchbrook, Inc.
DECREASED1,3521,408-56-4%$717.2K$688.4K-$28.7K2026-10-14
Rockingstone Advisors LLC
UNCHANGED1,3501,35000%$687.8K$687.5K-$2832026-10-16
Olistico Wealth, LLC
UNCHANGED1,3491,34900%$687.3K$687.0K-$2842026-10-05
Monument Capital Management
INCREASED1,345967+378+39%$492.6K$685.0K+$192.4K2026-10-09
LVW Advisors, LLC
INCREASED1,3361,225+111+9%$624.1K$680.4K+$56.3K2026-10-19
Associated Banc-Corp
DECREASED1,3361,373-37-3%$699.5K$680.4K-$19.1K2026-10-30
Victory Financial Group, LLC
INCREASED1,3321,049+283+27%$534.5K$678.4K+$143.9K2026-10-27
Buckhead Capital Management LLC
DECREASED1,3321,364-32-2%$694.9K$678.3K-$16.6K2026-11-03
PKS Advisory Services, LLC
UNCHANGED1,3321,33200%$678.3K$678.3K$02026-10-26
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED1,3291,32900%$677.1K$676.9K-$2622026-10-15
Mather Group, Llc.
DECREASED1,3251,512-187-12%$770.3K$674.7K-$95.5K2026-10-14
Absher Wealth Management, LLC
DECREASED1,3241,345-21-2%$685.2K$674.2K-$11.0K2026-11-02
PTM Wealth Management, LLC
INCREASED1,322879+443+50%$511.9K$674.6K+$162.7K2026-10-23
Global Assets Advisory, LLC
INCREASED1,3211,139+182+16%$590.6K$668.5K+$77.9K2026-10-28
Patten Group, Inc.
INCREASED1,3191,205+114+9%$613.9K$671.6K+$57.7K2026-10-26
Semus Wealth Partners LLC
INCREASED1,3181,304+14+1%$664.5K$671.2K+$6.7K2026-10-22
RW Investment Management LLC
INCREASED1,3121,246+66+5%$634.8K$668.1K+$33.3K2026-11-03
Patrick M Sweeney & Associates, Inc
INCREASED1,3111,285+26+2%$654.6K$667.7K+$13.1K2026-10-22
Ironwood Financial, llc
UNCHANGED1,3101,31000%$682.1K$667.1K-$15.0K2026-10-20
Finer Wealth Management, Inc.
DECREASED1,3081,869-561-30%$952.2K$666.1K-$286.1K2026-10-16
Allen Investment Management, LLC
UNCHANGED1,3071,30700%$665.7K$665.5K-$2742026-11-03
First Heartland Consultants, Inc.
INCREASED1,3041,069+235+22%$544.7K$664.0K+$119.3K2026-10-08
CFS Investment Advisory Services, LLC
INCREASED1,3041,096+208+19%$598.3K$665.2K+$66.9K2026-10-19
Swmg, LLC
INCREASED1,303836+467+56%$430.5K$768.7K+$338.1K2026-10-23
Canopy Partners, LLC
INCREASED1,3031,266+37+3%$645.0K$663.6K+$18.6K2026-10-28
BankPlus Wealth Management LLC
INCREASED1,3011,246+55+4%$635.8K$663.2K+$27.5K2026-10-13
Foster Dykema Cabot & Partners, LLC
DECREASED1,2991,346-47-3%$685.7K$661.5K-$24.2K2026-10-30
Supplemental Annuity Collective Trust of NJ
DECREASED1,2851,301-16-1%$662.8K$654.4K-$8.4K2026-11-02
Verus Capital Partners, LLC
INCREASED1,2841,195+89+7%$608.9K$653.8K+$45.0K2026-11-03
Edgemoor Investment Advisors, Inc.
INCREASED1,2801,278+2+0%$651.1K$651.8K+$7502026-11-03
Burns J W & Co Inc
DECREASED1,2711,284-13-1%$653.9K$647.1K-$6.8K2026-10-20
Summit Wealth Group LLC / Co
INCREASED1,2691,192+77+6%$607.2K$646.5K+$39.3K2026-10-29
Trueblood Wealth Management, LLC
INCREASED1,2571,256+1+0%$639.8K$640.3K+$4532026-10-23
Advisors Management Group Inc
NEW1,253—+1,253——$638—2026-11-05
Portus Wealth Advisors, LLC
INCREASED1,2531,246+7+1%$634.6K$637.9K+$3.3K2026-10-13
Vivid Wealth Management, LLC
INCREASED1,2511,243+8+1%$633.3K$636.8K+$3.6K2026-10-27
River Street Advisors LLC
DECREASED1,2481,257-9-1%$640.4K$635.5K-$4.8K2026-10-22
Paragon Private Wealth Management, LLC
INCREASED1,2431,169+74+6%$595.2K$632.9K+$37.7K2026-10-20
Moody Lynn Lieberson & Walker, LLC
INCREASED1,2381,081+157+15%$550.7K$630.5K+$79.7K2026-10-14
Tilia Fiduciary Partners, Inc.
DECREASED1,2231,251-28-2%$637.3K$622.8K-$14.5K2026-10-09
Taylor Financial Group, Inc.
DECREASED1,2173,279-2,062-63%$1.7M$619.8K-$1.1M2026-11-02
Catalyst Private Wealth, LLC
INCREASED1,216985+231+23%$501.7K$619.1K+$117.4K2026-10-13
October Effect Ltd
UNCHANGED1,2101,21000%$616.4K$616.2K-$2542026-10-20
Hapanowicz & Associates Financial Services, Inc
UNCHANGED1,2061,20600%$614.4K$614.2K-$2532026-10-29
Investment Management Trust, LLC
INCREASED1,2041,196+8+1%$609.6K$613.3K+$3.8K2026-11-05
Forest Hill Capital, LLC
NEW1,200—+1,200——$611.1K—2026-11-05
Old North State Wealth Management, LLC
INCREASED1,2001,187+13+1%$607.5K$615.4K+$7.9K2026-10-22
KW Wealth Management LLC
NEW1,198—+1,198——$610.5K—2026-10-28
Mezzasalma Advisors, LLC
DECREASED1,1971,238-41-3%$630.7K$609.6K-$21.1K2026-10-14
Prota Financial, LLC
DECREASED1,1911,204-13-1%$628.3K$602.1K-$26.2K2026-10-08
Analyst IMS Investment Management Services Ltd.
UNCHANGED1,1901,19000%$606.0K$606-$605.4K2026-11-05
Benchmark Financial Wealth Advisors, LLC
INCREASED1,187871+316+36%$443.8K$604.3K+$160.5K2026-10-20
Woodward Diversified Capital, LLC
INCREASED1,1861,083+103+10%$551.8K$604.1K+$52.2K2026-10-21
Financial Management Professionals, Inc.
DECREASED1,1821,191-9-1%$606.6K$601.9K-$4.7K2026-10-23
Enterprise Financial Services Corp
INCREASED1,1821,176+6+1%$599.1K$601.9K+$2.8K2026-11-03
Accel Wealth Management
DECREASED1,1791,180-10%$601.4K$600.6K-$7822026-10-13
NWF Advisory Services Inc.
DECREASED1,1781,188-10-1%$605.6K$600.4K-$5.2K2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED1,1771,17700%$599.6K$599.4K-$2472026-10-22
Formidable Asset Management, LLC
INCREASED1,1741,163+11+1%$702.9K$598.1K-$104.8K2026-11-03
Beacon Bank & Trust
DECREASED1,1731,290-117-9%$657.2K$597.4K-$59.9K2026-10-27
Ipsen Advisor Group LLC
DECREASED1,1661,168-20%$595.3K$593.8K-$1.4K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,1641,149+15+1%$585.5K$592.9K+$7.4K2026-10-14
Insight Advisors, LLC/ PA
DECREASED1,1621,168-6-1%$594.8K$591.8K-$3.0K2026-10-22
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,1591,125+34+3%$573.1K$590.4K+$17.3K2026-10-28
Bluedoor Private Wealth, LLC
INCREASED1,1561,014+142+14%$516.6K$588.7K+$72.1K2026-11-05
Biltmore Family Office, LLC
INCREASED1,1561,152+4+0%$586.9K$588.7K+$1.8K2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED1,1551,082+73+7%$551.3K$588.0K+$36.6K2026-10-19
Shum Financial Group, Inc.
DECREASED1,1531,172-19-2%$597.1K$587.2K-$9.9K2026-10-13
Bill Few Associates, Inc.
INCREASED1,1511,146+5+0%$583.9K$585.9K+$2.1K2026-10-09
Smith Thornton Advisors LLC
INCREASED1,1491,148+1+0%$597.6K$585.3K-$12.3K2026-10-16
Kelly Financial Services LLC
DECREASED1,1451,271-126-10%$647.4K$583.1K-$64.2K2026-10-20
Mitchell Sinkler & Starr
UNCHANGED1,1401,14000%$580.8K$580.5K-$2392026-10-13
Matisse Capital
UNCHANGED1,1391,13900%$580.3K$580.0K-$2392026-10-29
Legacy Private Trust Co.
DECREASED1,1381,230-92-7%$626.6K$579.5K-$47.1K2026-10-06
McGlone Suttner Wealth Management, Inc.
INCREASED1,1371,098+39+4%$559.5K$579.1K+$19.6K2026-10-13
Fulton Breakefield Broenniman LLC
INCREASED1,131838+293+35%$427.1K$576.2K+$149.0K2026-11-03
Landaas & Co
INCREASED1,1311,119+12+1%$570.1K$576.0K+$5.9K2026-10-29
HF Advisory Group, LLC
DECREASED1,1291,150-21-2%$586.2K$574.9K-$11.3K2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED1,1291,12900%$575.2K$575.2K$02026-11-03
AMG National Trust Bank
DECREASED1,1221,150-28-2%$585.9K$571.4K-$14.5K2026-11-05
Legacy Capital Wealth Partners, LLC
DECREASED1,1151,151-36-3%$586.5K$568.0K-$18.5K2026-10-21
Sidoxia Capital Management, LLC
UNCHANGED1,1141,11400%$567.5K$567.3K-$2332026-10-28
Hamilton Point Investment Advisors, LLC
UNCHANGED1,1131,11300%$567.0K$566.8K-$2342026-11-03
Costello Asset Management, Inc
UNCHANGED1,1131,11300%$567.0K$566.8K-$2342026-10-30
Elevatus Welath Management
INCREASED1,111861+250+29%$438.4K$565.8K+$127.4K2026-10-19
HBW Advisory Services LLC
DECREASED1,1101,241-131-11%$632.0K$565.1K-$66.9K2026-10-15
Sound Income Strategies, LLC
DECREASED1,1041,231-127-10%$626.9K$560.5K-$66.4K2026-10-09
Willner & Heller, LLC
INCREASED1,1021,098+4+0%$559.3K$561.3K+$2.0K2026-10-28
WBI Investments, LLC
INCREASED1,0971,092+5+0%$556.1K$558.6K+$2.5K2026-11-05
Ignite Planners, LLC
INCREASED1,095885+210+24%$450.6K$557.7K+$107.1K2026-10-14
Greenspring Advisors, LLC
INCREASED1,094566+528+93%$288.5K$557.4K+$268.9K2026-11-05
Quad-Cities Investment Group, LLC
DECREASED1,0891,094-50%$557.2K$554.4K-$2.8K2026-10-16
Washington Trust Bank
INCREASED1,084930+154+17%$473.8K$552.0K+$78.2K2026-11-03
Childress Capital Advisors, LLC
INCREASED1,084995+89+9%$507.0K$552.2K+$45.2K2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED1,0821,08200%$551.3K$551.1K-$1592026-10-30
Avestar Capital, LLC
INCREASED1,080993+87+9%$505.9K$550.0K+$44.1K2026-10-28
RTD Financial Advisors, Inc.
NEW1,074—+1,074——$546.9K—2026-10-09
Lawood & Co
INCREASED1,0701,060+10+1%$540.0K$544.9K+$4.9K2026-10-09
Burns Matteson Capital Management, LLC
NEW1,067—+1,067——$543.4K—2026-10-16
Davis Investment Partners, LLC
INCREASED1,062902+160+18%$459.7K$540.9K+$81.2K2026-11-05
Phoenix Wealth Advisors
UNCHANGED1,0611,06100%$540.4K$540.2K-$1672026-11-03
Brady Family Wealth, LLC
UNCHANGED1,0611,06100%$540.5K$540.3K-$2222026-11-02
Barrett & Company, Inc.
DECREASED1,0591,062-30%$541.3K$539.2K-$2.1K2026-10-22
CWC Advisors, Llc.
INCREASED1,0581,056+2+0%$538.0K$538.8K+$7972026-10-15
Journey Retirement Planning & Investment Management LLC
INCREASED1,056829+227+27%$422.2K$538.2K+$116.1K2026-10-09
Badgley Phelps Wealth Managers, LLC
INCREASED1,0561,035+21+2%$527.5K$537.8K+$10.2K2026-10-22
BLB&B Advisors, LLC
DECREASED1,0531,387-334-24%$706.6K$536.2K-$170.4K2026-10-27
CLG LLC
INCREASED1,0491,047+2+0%$533.6K$534.4K+$8462026-10-13
Syntax Research, Inc.
INCREASED1,0491,048+1+0%$533.8K$534.1K+$2572026-11-04
Beacon Financial Advisory LLC
INCREASED1,0481,041+7+1%$530.5K$533.5K+$2.9K2026-10-16
MBL Wealth, LLC
INCREASED1,045936+109+12%$476.9K$532.2K+$55.3K2026-10-22
Van Cleef Asset Management,Inc
DECREASED1,0431,093-50-5%$556.8K$531.1K-$25.7K2026-10-20
Greatmark Investment Partners, Inc.
UNCHANGED1,0431,04300%$531.4K$531.1K-$2192026-10-28
West Wealth Group, LLC
INCREASED1,042849+193+23%$432.9K$530.7K+$97.8K2026-10-14
One Way Holdings LLC
DECREASED1,0411,166-125-11%$594.0K$530.1K-$63.9K2026-10-29
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED1,0401,047-7-1%$533.4K$529.7K-$3.7K2026-10-28
Payden & Rygel
UNCHANGED1,0401,04000%$530.0K$530-$529.5K2026-10-28
SYM Financial Corp
INCREASED1,036853+183+21%$434.8K$527.7K+$92.9K2026-10-26
Fortem Financial Group, LLC
INCREASED1,036988+48+5%$503.5K$527.4K+$23.9K2026-10-20
Beacon Investment Advisory Services, Inc.
DECREASED1,0281,081-53-5%$550.7K$523.5K-$27.2K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED1,026997+29+3%$507.8K$522.4K+$14.6K2026-10-14
Winthrop Advisory Group LLC
DECREASED1,0251,064-39-4%$542.1K$522.1K-$20.0K2026-10-22
Greenhouse Wealth Management, LLC
UNCHANGED1,0241,02400%$521.9K$521.7K-$2152026-10-20
Central Bank & Trust Co
DECREASED1,0191,963-944-48%$1.0M$518.9K-$481.1K2026-10-09
Brucke Financial, Inc.
DECREASED1,0191,042-23-2%$530.9K$519.0K-$11.9K2026-10-23
Carnegie Lake Advisors LLC
DECREASED1,0181,350-332-25%$687.8K$687.5K-$2832026-11-03
Capstone Wealth Management Group, LLC
DECREASED1,0171,037-20-2%$528.2K$507.7K-$20.5K2026-11-05
Mullooly Asset Management, Inc.
DECREASED1,0151,233-218-18%$628.2K$516.9K-$111.3K2026-10-30
Truefg, LLC
UNCHANGED1,0131,01300%$516.1K$515.9K-$2132026-10-15
Lexington Hill Partners, LLC
INCREASED1,0111,004+7+1%$511.6K$514.6K+$3.0K2026-10-13
Paulson Wealth Management Inc.
INCREASED1,0091,007+2+0%$513.0K$513.8K+$8072026-11-02
Compass Ion Advisors, LLC
INCREASED1,0091,008+1+0%$513.3K$513.5K+$1942026-10-23
Corps Capital Advisors, LLC
UNCHANGED1,0091,00900%$514.0K$513.8K-$2122026-11-05
Collaborative Fund Advisors, LLC
NEW1,006—+1,006——$512.3K—2026-11-02
Signature Resources Capital Management, LLC
DECREASED1,0061,009-30%$514.0K$512.3K-$1.7K2026-10-16
Bright Futures Wealth Management, Llc.
NEW1,005—+1,005——$511.9K—2026-10-23
Gibbs Wealth Management
INCREASED1,003763+240+31%$388.8K$511.0K+$122.2K2026-10-22
Mariner Investment Group LLC
NEW1,000—+1,000——$509.3K—2026-11-04
SS&H Financial Advisors, Inc.
UNCHANGED1,0001,00000%$509.0K$509-$508.5K2026-10-28
Wolverine Asset Management LLC
UNCHANGED1,0001,00000%$509.5K$509.3K-$2102026-11-02
Bank Pictet & Cie (Europe) AG
UNCHANGED1,0001,00000%$509.5K$509.3K-$2102026-10-20
Birinyi Associates Inc
UNCHANGED1,0001,00000%$509.0K$509-$508.5K2026-10-28
Zega Investments, LLC
NEW999—+999——$508.7K—2026-11-04
MRA Advisory Group
DECREASED9941,082-88-8%$551.0K$506.1K-$44.9K2026-10-07
First National Bank Sioux Falls
UNCHANGED99399300%$603.2K$505.7K-$97.6K2026-10-13
Breakwater Capital Group
UNCHANGED98898800%$503.3K$503.1K-$2072026-10-09
Armstrong, Fleming & Moore, Inc
UNCHANGED98698600%$502.3K$502.1K-$2072026-10-28
Ascentis Wealth Management, LLC
INCREASED984926+58+6%$472.0K$501.3K+$29.3K2026-11-03
Wolff Financial Management LLC
UNCHANGED98498400%$501.3K$501.2K-$562026-10-23
Certuity, LLC
INCREASED983684+299+44%$348.7K$500.7K+$152.1K2026-11-02
Liberty Capital Management, Inc.
INCREASED982975+7+1%$496.7K$500.1K+$3.4K2026-11-02
TT Capital Management LLC
INCREASED980405+575+142%$206.3K$499.1K+$292.7K2026-10-15
KFA Private Wealth Group, LLC
UNCHANGED97897800%$498.4K$498.2K-$1532026-10-07
Kingdom Financial Group Llc.
DECREASED9771,044-67-6%$531.6K$497.7K-$34.0K2026-11-04
Murphy Pohlad Asset Management LLC
DECREASED9711,031-60-6%$525.3K$494.5K-$30.8K2026-10-22
Mattern Capital Management, LLC
DECREASED971974-30%$496.2K$494.5K-$1.7K2026-11-02
Mogy Joel R Investment Counsel Inc
UNCHANGED96996900%$493.5K$493.3K-$2042026-10-13
Clarus Wealth Advisors
UNCHANGED96296200%$507.9K$490.2K-$17.7K2026-10-13
Banque Pictet & CIE SA
DECREASED9601,037-77-7%$528.3K$488.9K-$39.4K2026-10-16
Global Trust Asset Management, LLC
DECREASED959969-10-1%$493.8K$488.5K-$5.3K2026-10-19
Gilman Hill Asset Management, LLC
DECREASED9571,082-125-12%$551.4K$487.5K-$63.9K2026-10-13
SFG Wealth Management, Llc.
UNCHANGED95795700%$487.4K$487.2K-$2012026-10-23
RKL Wealth Management LLC
INCREASED956890+66+7%$453.4K$487.0K+$33.6K2026-10-16
Wealth Effects LLC
INCREASED951537+414+77%$273.6K$484.3K+$210.7K2026-10-23
Affiance Financial, LLC
INCREASED950944+6+1%$481.1K$484.1K+$3.0K2026-10-15
Commonwealth Financial Services, LLC
DECREASED9494,058-3,109-77%$2.1M$483.3K-$1.6M2026-10-20
Avantra Family Wealth, Inc.
INCREASED949938+11+1%$477.9K$483.2K+$5.3K2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED947936+11+1%$477.1K$482.3K+$5.3K2026-11-02
Orange Investment Advisors, Inc.
DECREASED946995-49-5%$507.0K$481.8K-$25.2K2026-10-23
Salem Investment Counselors Inc
UNCHANGED94494400%$480.9K$480.7K-$1992026-10-13
Beaumont Financial Advisors, LLC
DECREASED941948-7-1%$482.8K$479.4K-$3.4K2026-10-22
Asset One Wealth Management LLC
INCREASED940791+149+19%$407.0K$478.6K+$71.6K2026-11-02
RMR Wealth Builders
INCREASED939747+192+26%$380.4K$478.4K+$98.1K2026-10-22
Colonial River Investments, LLC
INCREASED939888+51+6%$452.4K$478.3K+$25.9K2026-10-19
Acorn Wealth Advisors, LLC
INCREASED938916+22+2%$466.8K$477.9K+$11.2K2026-10-19
Carolina Wealth Management Inc
NEW934—+934——$475.6K—2026-10-29
Occidental Asset Management, LLC
INCREASED933780+153+20%$397.1K$475.0K+$77.8K2026-11-05
Bernardo Wealth Planning LLC
INCREASED932451+481+107%$229.5K$474.1K+$244.6K2026-10-23
QTR Family Wealth, LLC
DECREASED9321,372-440-32%$698.8K$474.6K-$224.2K2026-11-02
BridgePort Financial Solutions, LLC
INCREASED932928+4+0%$472.6K$474.7K+$2.1K2026-11-02
Renasant Bank
UNCHANGED93293200%$474.8K$474.6K-$1962026-11-05
Willow Creek Capital Management, Inc.
UNCHANGED93293200%$474.7K$474.7K$02026-10-16
Tred Avon Family Wealth, LLC
INCREASED930925+5+1%$471.3K$473.6K+$2.4K2026-10-20
Granite Investment Partners, LLC
UNCHANGED93093000%$473.8K$473.6K-$1952026-11-04
Compass Financial Management LLC
DECREASED928948-20-2%$491.6K$472.8K-$18.8K2026-10-30
Arthur M. Cohen & Associates, LLC
DECREASED928933-5-1%$475.3K$472.6K-$2.7K2026-10-26
Meridian Financial Advisors, LLC
UNCHANGED92892800%$473.0K$472.8K-$1952026-10-14
Southland Equity Partners LLC
INCREASED919915+4+0%$466.0K$467.9K+$2.0K2026-10-14
Redwood Family Wealth LLC
INCREASED918915+3+0%$466.2K$467.5K+$1.3K2026-10-20
Keystone Wealth Services, LLC
INCREASED916915+1+0%$465.9K$468.9K+$3.0K2026-11-03
Eddie Patel Inc
NEW914—+914——$465.6K—2026-11-02
tru Independence LLC
INCREASED905888+17+2%$452.4K$461.1K+$8.7K2026-10-20
Gill Capital Partners, LLC
DECREASED905911-6-1%$464.1K$460.9K-$3.2K2026-10-13
Ridgewood Investments LLC
UNCHANGED90590500%$461.1K$460.9K-$1902026-10-05
Cresta Advisors, Ltd.
DECREASED9031,237-334-27%$630.4K$459.9K-$170.6K2026-10-14
Lewis Asset Management, LLC
INCREASED903639+264+41%$325.5K$459.7K+$134.2K2026-10-14
Core Wealth Partners LLC
DECREASED9001,250-350-28%$636.8K$458.4K-$178.4K2026-11-02
Resonant Capital Advisors, LLC
INCREASED900754+146+19%$384.1K$458.3K+$74.2K2026-10-15
Alpine Bank Wealth Management
DECREASED900987-87-9%$502.8K$458.3K-$44.5K2026-10-16
Montz Harcus Wealth Management LLC
INCREASED900895+5+1%$456.0K$458.5K+$2.5K2026-10-09
Torrey Growth & Income Advisors
UNCHANGED90090000%$454.5K$457.7K+$3.2K2026-11-04
Shelton Wealth Management, LLC
INCREASED898894+4+0%$455.3K$457.4K+$2.1K2026-10-16
Northern Financial Advisors Inc
DECREASED895957-62-6%$487.6K$455.8K-$31.8K2026-10-29
Aspen Wealth Management LLC
INCREASED892888+4+0%$452.3K$454.1K+$1.8K2026-10-14
Riverbend Wealth Management, LLC
INCREASED891871+20+2%$443.5K$453.6K+$10.0K2026-10-15
Hurley Capital, LLC
DECREASED891909-18-2%$462.9K$453.7K-$9.1K2026-11-05
Riversedge Advisors, LLC
DECREASED8901,001-111-11%$509.9K$453.2K-$56.7K2026-10-09
Adamsbrown Wealth Consultants LLC
INCREASED886783+103+13%$398.8K$451.1K+$52.4K2026-10-20
Third View Private Wealth, LLC
INCREASED886869+17+2%$442.7K$451.2K+$8.5K2026-10-30
Dynamic Wealth Strategies, LLC
INCREASED883784+99+13%$399.4K$449.7K+$50.3K2026-10-16
Sheets Smith Wealth Management
UNCHANGED88388300%$449.7K$449.6K-$652026-10-16
Firethorn Wealth Partners, LLC
DECREASED881902-21-2%$459.7K$448.8K-$11.0K2026-10-14
DT Investment Partners, LLC
UNCHANGED88088000%$448.3K$448.1K-$1852026-10-27
GGM Financial LLC
INCREASED878874+4+0%$445.4K$446.9K+$1.5K2026-11-05
State of Wyoming
INCREASED877413+464+112%$210.4K$446.6K+$236.2K2026-10-28
1620 Investment Advisors, Inc.
INCREASED874237+637+269%$120.7K$445.1K+$324.3K2026-11-04
Bridgelight Financial Advisors, Inc.
INCREASED871865+6+1%$440.9K$443.4K+$2.5K2026-10-20
Rossby Financial, LCC
DECREASED858919-61-7%$468.0K$437.0K-$31.0K2026-11-05
Meadow Creek Wealth Advisors LLC
INCREASED856845+11+1%$430.5K$435.9K+$5.4K2026-11-02
Whitener Capital Management, Inc.
DECREASED853878-25-3%$447.3K$434.4K-$12.9K2026-10-15
LifePlan Financial, LLC
INCREASED852834+18+2%$424.9K$432.7K+$7.8K2026-10-13
Promethium Advisors,llc
DECREASED850875-25-3%$445.8K$432.9K-$12.9K2026-10-19
Alliance Wealth Advisors, LLC
UNCHANGED85085000%$433.0K$432.9K-$1782026-10-14
Tounjian Advisory Partners, LLC
INCREASED848827+21+3%$421.3K$432.0K+$10.7K2026-11-04
Omni 360 Wealth, Inc.
DECREASED848865-17-2%$440.5K$431.6K-$8.8K2026-10-13
James Hambro & Partners LLP
DECREASED8471,468-621-42%$747.1K$431.3K-$315.8K2026-10-19
Center for Financial Planning, Inc.
INCREASED842551+291+53%$280.7K$428.8K+$148.1K2026-10-26
Montecito Bank & Trust
DECREASED840850-10-1%$433.0K$427.8K-$5.3K2026-10-01
Autumn Glory Partners, LLC
UNCHANGED83883800%$426.9K$426.8K-$1762026-10-26
JB Capital LLC
DECREASED836839-30%$427.4K$425.6K-$1.8K2026-10-19
Wiregrass Investment Management LLC
INCREASED835834+1+0%$425.1K$425.1K-$22026-11-05
Partners Wealth Management, LLC
NEW834—+834——$424.7K—2026-10-28
HMV Wealth Advisors, LLC
UNCHANGED83383300%$424.4K$424.2K-$1752026-10-27
Worthington Financial Partners, LLC
UNCHANGED83183100%$423.4K$423.2K-$1742026-10-13
Marin Bay Wealth Advisors, LLC
INCREASED829825+4+0%$420.7K$422.5K+$1.8K2026-10-28
Mraz, Amerine & Associates, Inc.
DECREASED828950-122-13%$483.8K$421.5K-$62.3K2026-10-30
Rosenberg Matthew Hamilton
INCREASED823778+45+6%$396.4K$419.1K+$22.8K2026-10-05
Marietta Wealth Management, LLC
DECREASED821917-96-10%$467.2K$428.8K-$38.4K2026-10-22
YHB Investment Advisors, Inc.
DECREASED818823-5-1%$419.3K$416.6K-$2.7K2026-10-08
Atticus Wealth Management, LLC
INCREASED817776+41+5%$395.4K$416.1K+$20.8K2026-10-20
Barlow Wealth Partners, LLC
UNCHANGED81781700%$431.3K$416.8K-$14.6K2026-10-15
FSM Wealth Advisors, LLC
DECREASED816822-6-1%$419.0K$414.7K-$4.3K2026-10-27
General Partner, Inc.
UNCHANGED81681600%$415.7K$415.5K-$1712026-10-05
Tompkins Financial Corp
INCREASED815711+104+15%$362.2K$415.0K+$52.8K2026-10-05
Washington Capital Management, Inc
UNCHANGED81581500%$415.2K$415.0K-$1712026-10-19
Demars Financial Group, LLC
DECREASED807812-5-1%$413.9K$411.2K-$2.7K2026-10-22
Ellis Investment Partners, LLC
INCREASED806782+24+3%$398.8K$410.7K+$11.9K2026-10-21
Curbstone Financial Management Corp
UNCHANGED80680600%$410.6K$410.5K-$1702026-10-21
Bell Bank
INCREASED805804+1+0%$409.6K$409.9K+$3402026-10-21
Fragasso Financial Advisors Inc
INCREASED798635+163+26%$323.6K$406.4K+$82.8K2026-10-13
Dorato Capital Management
INCREASED795780+15+2%$408.1K$396.9K-$11.2K2026-10-08
Plan Group Financial, LLC
UNCHANGED79579500%$404.9K$436.1K+$31.2K2026-10-22
Northwest Wealth Management, LLC
DECREASED791807-16-2%$411.1K$402.8K-$8.3K2026-10-30
Capital Advisors, Ltd. LLC
DECREASED7881,001-213-21%$510$401-$1092026-10-27
Peachtree Investment Partners, LLC
INCREASED786758+28+4%$386.1K$400.0K+$13.9K2026-11-05
1900 Wealth Management LLC
DECREASED786796-10-1%$405.3K$400.5K-$4.8K2026-10-13
Tuttle Capital Management, LLC
NEW781—+781——$397.7K—2026-10-21
Bank of New Hampshire
UNCHANGED78078000%$397.4K$397.2K-$1642026-10-06
Root Financial Partners, LLC
DECREASED779866-87-10%$441.1K$396.8K-$44.3K2026-10-21
Bangor Savings Bank
UNCHANGED77977900%$396.9K$396.7K-$1632026-10-06
Belfer Management LLC
UNCHANGED77777700%$395.6K$395.5K-$1632026-11-05
Souders Financial Advisors
INCREASED776692+84+12%$352.6K$395.4K+$42.8K2026-11-03
Grove Bank & Trust
INCREASED776765+11+1%$389.7K$395.2K+$5.4K2026-10-08
Obermeyer Wealth Partners
DECREASED775859-84-10%$437.8K$394.9K-$42.9K2026-10-21
Cullen Investment Group, Ltd.
DECREASED774794-20-3%$404.4K$396.0K-$8.5K2026-10-13
Elm3 Financial Group, LLC
INCREASED771460+311+68%$234.4K$392.6K+$158.3K2026-10-07
Cypress Wealth Services, LLC
INCREASED770767+3+0%$390.8K$392.8K+$2.0K2026-10-21
Community Trust & Investment Co
UNCHANGED76976900%$391.8K$391.6K-$1592026-10-15
Ticino Wealth
INCREASED766701+65+9%$357.1K$390.1K+$33.0K2026-10-13
Plancorp, LLC
INCREASED766757+9+1%$394.1K$487.7K+$93.5K2026-11-03
Investment Research Partners LLC
DECREASED765788-23-3%$401.5K$389.6K-$11.9K2026-10-19
Mirador Capital Partners LP
INCREASED765742+23+3%$377.9K$389.8K+$11.9K2026-10-09
Chemung Canal Trust Co
DECREASED764975-211-22%$496.7K$389.1K-$107.7K2026-11-04
Secure Asset Management, LLC
INCREASED764719+45+6%$366.4K$389.3K+$22.8K2026-10-19
Signature Equity Partners, LLC
INCREASED763150+613+409%$76.6K$388.4K+$311.7K2026-10-29
NTV Asset Management LLC
INCREASED763591+172+29%$301.1K$388.6K+$87.5K2026-10-23
Meitav Investment House LTD
DECREASED758796-38-5%$405.4K$386.0K-$19.3K2026-10-28
Northside Capital Management, LLC
INCREASED758728+30+4%$370.9K$386.0K+$15.1K2026-10-13
SL Advisors, LLC
DECREASED757811-54-7%$413.2K$385.5K-$27.7K2026-10-13
Fidelity D & D Bancorp Inc
UNCHANGED75775700%$385.7K$385.5K-$1592026-11-05
Corrado Advisors, LLC
UNCHANGED75575500%$384.6K$384.5K-$1592026-10-27
Southern Michigan Bank & Trust
DECREASED751761-10-1%$387.7K$382.4K-$5.3K2026-10-19
Marotta Asset Management
UNCHANGED75075000%$391.4K$381.9K-$9.4K2026-10-02
Fairvoy Private Wealth, LLC
UNCHANGED74974900%$381.6K$381.4K-$1582026-10-19
Aries Wealth Management
UNCHANGED74874800%$381.1K$380.9K-$1572026-10-23
Fingerlakes Wealth Management, Inc.
INCREASED742737+5+1%$375.6K$377.8K+$2.2K2026-11-04
Roof Eidam Maycock Peralta, LLC
UNCHANGED74274200%$378.0K$377.9K-$1552026-10-15
Fortitude Advisory Group L.L.C.
INCREASED739722+17+2%$367.8K$376.4K+$8.6K2026-10-15
waypoint wealth counsel
DECREASED739755-16-2%$384.5K$376.3K-$8.1K2026-10-22
BXM Wealth LLC
UNCHANGED73973900%$376.5K$376.3K-$1552026-11-03
SteelPeak Wealth, LLC
DECREASED7382,324-1,586-68%$1.2M$376.1K-$808.1K2026-10-16
Versant Capital Management, Inc
INCREASED733493+240+49%$251.2K$373.3K+$122.1K2026-10-02
Chemistry Wealth Management LLC
UNCHANGED73173100%$372.2K$372.4K+$2322026-10-16
Prevail Innovative Wealth Advisors, LLC
DECREASED730814-84-10%$414.7K$364.4K-$50.3K2026-10-20
Midland Wealth Advisors, LLC
INCREASED729695+34+5%$354.1K$371.2K+$17.2K2026-10-26
Petros Family Wealth, LLC
NEW728—+728——$370.7K—2026-10-28
Ashurst Perkins Coie Trust Co
UNCHANGED72472400%$368.8K$368.7K-$1452026-10-15
S. R. Schill & Associates
UNCHANGED72372300%$368.3K$368.2K-$1522026-10-20
Centurion Wealth Management LLC
UNCHANGED72272200%$367.8K$367.7K-$872026-10-13
Manske Wealth Management
UNCHANGED72172100%$367.1K$366.9K-$1512026-10-26
OAK Family Advisors, LLC
INCREASED714713+1+0%$363.2K$363.7K+$5542026-10-19
First County Bank
INCREASED713650+63+10%$331.1K$363.1K+$31.9K2026-10-13
True Wealth Design, LLC
DECREASED712759-47-6%$386.7K$362.6K-$24.1K2026-10-13
Family Investment Center, Inc.
NEW708—+708——$360.4K—2026-10-19
Journey Beyond Wealth, LLC
DECREASED704754-50-7%$384.1K$358.5K-$25.6K2026-11-04
Hager Investment Management Services, LLC
DECREASED703704-10%$358.7K$358.0K-$6572026-11-04
Studio Investment Management LLC
DECREASED702718-16-2%$365.8K$357.5K-$8.3K2026-10-22
Peoples Bank
UNCHANGED70070000%$356.6K$356.5K-$1472026-10-09
Covenant Asset Management, LLC
DECREASED699799-100-13%$407.1K$356.0K-$51.1K2026-10-14
Northwest Financial Advisors
DECREASED697785-88-11%$399.9K$354.9K-$45.0K2026-10-27
Genesee Capital Advisors, LLC
INCREASED697663+34+5%$337.8K$355.1K+$17.3K2026-10-20
Key FInancial Inc
INCREASED695693+2+0%$353.1K$353.9K+$8732026-11-02
Saratoga Research & Investment Management
UNCHANGED69569500%$354.1K$353.9K-$1462026-10-16
West Branch Capital LLC
DECREASED694744-50-7%$379.0K$353.4K-$25.6K2026-10-20
Legacy Wealth Partners, LLC
INCREASED694685+9+1%$349.0K$353.3K+$4.2K2026-10-15
Convergence Financial, LLC
DECREASED6921,473-781-53%$750.4K$352.4K-$398.0K2026-10-27
DecisionMap Wealth Management, LLC
DECREASED692866-174-20%$441.2K$352.4K-$88.8K2026-10-29
Sigma Investment Counselors Inc
DECREASED692702-10-1%$357.7K$352.5K-$5.2K2026-10-27
Hikari Power Ltd
UNCHANGED69069000%$352.0K$351-$351.6K2026-10-30
Moss Adams Wealth Advisors LLC
INCREASED688642+46+7%$327.1K$350.4K+$23.3K2026-10-28
RDA Financial Network
INCREASED688685+3+0%$348.9K$350.3K+$1.4K2026-10-15
Moody National Bank Trust Division
DECREASED686726-40-6%$369.9K$349.3K-$20.5K2026-10-06
Uptick Partners, LLC
INCREASED682521+161+31%$265.3K$347.1K+$81.8K2026-11-04
Cdkv Holdings LLC
UNCHANGED68268200%$347.5K$347.3K-$1432026-10-28
Kaydan Wealth Management, Inc.
DECREASED679685-6-1%$349.0K$345.8K-$3.2K2026-10-08
Correct Capital Wealth Management
NEW678—+678——$345.3K—2026-11-02
Provenance Wealth Advisors, LLC
INCREASED6781+677+67700%$509$345.3K+$344.8K2026-10-30
Mendel Money Management
UNCHANGED67867800%$345.4K$345.3K-$1422026-11-02
McMill Wealth Management
UNCHANGED67667600%$344.4K$344.3K-$1422026-11-05
Means Investment Co., Inc.
DECREASED670726-56-8%$369.7K$341.3K-$28.4K2026-11-03
Cromwell Holdings LLC
DECREASED666717-51-7%$365.3K$339.2K-$26.1K2026-10-28
Oak Grove Capital LLC
UNCHANGED66266200%$337.3K$337.1K-$1392026-10-09
Summit Financial Strategies, Inc.
DECREASED661665-4-1%$338.9K$336.7K-$2.2K2026-10-14
CMG Global Holdings, LLC
DECREASED659669-10-1%$340.8K$335.6K-$5.2K2026-10-14
Lifestyle Asset Management, Inc.
INCREASED657531+126+24%$270.5K$334.7K+$64.2K2026-10-20
TrueWealth Advisors, LLC
DECREASED650653-30%$332.8K$330.9K-$1.9K2026-10-09
Mills Wealth Advisors LLC
DECREASED650652-20%$332.3K$331.1K-$1.2K2026-10-22
Saxony Capital Management, LLC
INCREASED645555+90+16%$282.8K$328.4K+$45.6K2026-10-15
Henderson Brothers Financial Partners, LLC
INCREASED641624+17+3%$318.0K$326.5K+$8.5K2026-11-03
MFA Wealth Services
INCREASED640612+28+5%$311.6K$326.0K+$14.4K2026-10-14
J. Team Financial, Inc.
DECREASED640651-11-2%$332.0K$325.9K-$6.2K2026-11-03
Essential Partners LLC
DECREASED639675-36-5%$343.9K$325.4K-$18.5K2026-10-14
Cohen Capital Management, Inc.
UNCHANGED63763700%$324.5K$324.4K-$1342026-10-14
Asempa Wealth Advisors
UNCHANGED63663600%$324.0K$321.5K-$2.5K2026-10-07
Tcfg Investment Advisors, LLC
DECREASED634640-6-1%$326.3K$323.1K-$3.2K2026-10-20
Elyxium Wealth, LLC
INCREASED632598+34+6%$304.7K$321.8K+$17.2K2026-10-27
Reston Wealth Management LLC
DECREASED632646-14-2%$329.0K$321.8K-$7.2K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6302,340-1,710-73%$1.2M$320.8K-$871.3K2026-10-14
Income Insurance Ltd
UNCHANGED62762700%$319.4K$319.3K-$1312026-10-21
Rakuten Securities, Inc.
INCREASED626154+472+306%$78.5K$318.8K+$240.3K2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED626635-9-1%$323.5K$318.8K-$4.7K2026-10-27
RED Cedar Investment Management, LLC
UNCHANGED62662600%$318.9K$318.8K-$1312026-11-04
Prentice Wealth Management LLC
DECREASED625627-20%$319.4K$318.3K-$1.2K2026-10-20
MV Capital Management, Inc.
DECREASED624927-303-33%$472.3K$317.8K-$154.5K2026-10-29
Valley Forge Investment Consultants Inc ADV
INCREASED623621+2+0%$316.5K$317.4K+$8832026-11-03
Dakota Community Bank & Trust NA
UNCHANGED62362300%$317.4K$317.3K-$1312026-10-09
High Net Worth Advisory Group LLC
INCREASED621556+65+12%$283.3K$316.2K+$33.0K2026-10-26
LifeWealth Investments, LLC
DECREASED620828-208-25%$421.9K$316.0K-$105.9K2026-10-21
Exchange Bank
INCREASED620550+70+13%$280.2K$315.7K+$35.5K2026-10-07
Wealth Architects, LLC
INCREASED619475+144+30%$242.0K$315.2K+$73.2K2026-11-03
Kingsman Wealth Management, Inc.
INCREASED618552+66+12%$281.4K$314.7K+$33.3K2026-10-13
Sunbeam Capital Management, LLC
DECREASED617662-45-7%$337.1K$314.0K-$23.1K2026-11-05
Trust Investment Advisors
INCREASED616497+119+24%$253.0K$313.8K+$60.8K2026-10-20
Financial Management Network Inc
INCREASED614612+2+0%$311.2K$310.6K-$5872026-10-09
Virtue Capital Management, LLC
INCREASED613594+19+3%$302.4K$312.3K+$9.9K2026-10-29
Quantum Financial Advisors, LLC
INCREASED613603+10+2%$307.2K$312.2K+$5.0K2026-11-03
Alpha Advisors, LLC
DECREASED611613-20%$312.3K$311.2K-$1.1K2026-10-19
Innova Wealth Partners
DECREASED610619-9-1%$315.5K$310.8K-$4.7K2026-10-21
Spinnaker Investment Group, LLC
INCREASED607561+46+8%$286.0K$309.2K+$23.2K2026-10-13
Equitable Trust Co
INCREASED607602+5+1%$306.7K$309.1K+$2.4K2026-10-13
Forteris Wealth Management Inc.
NEW606—+606——$308.6K—2026-10-13
Prescott Group Capital Management, L.L.C.
UNCHANGED60660600%$308.7K$308.6K-$1272026-10-30
4Wealth Advisors, Inc.
NEW603—+603——$309.0K—2026-10-13
TigerOak Management, L.L.C.
INCREASED603586+17+3%$298.5K$307.1K+$8.5K2026-10-23
Patton Albertson Miller Group, LLC
NEW602—+602——$306.6K—2026-10-26
Latitude Advisors, LLC
INCREASED600520+80+15%$265.1K$305.5K+$40.4K2026-10-27
Constitution Capital LLC
UNCHANGED60060000%$305.7K$305.6K-$1262026-10-23
Northstar Asset Management Co
UNCHANGED60060000%$349.6K$330.9K-$18.7K2026-10-22
Paradigm Asset Management Co LLC
UNCHANGED60060000%$305.7K$305.6K-$1262026-11-05
Mainsail Asset Management, LLC
DECREASED5991,451-852-59%$738.4K$305.7K-$432.7K2026-10-14
Dahring | Cusmano LLC
NEW598—+598——$304.5K—2026-11-03
Five Oceans Advisors
INCREASED597596+1+0%$303.6K$304.0K+$3842026-10-22
Jackson Square Capital, LLC
NEW594—+594——$302.5K—2026-10-19
Alliance Wealth Advisors, LLC
INCREASED591509+82+16%$259.3K$301.0K+$41.7K2026-10-28
Walkner Condon Financial Advisors LLC
INCREASED589578+11+2%$294.5K$300.0K+$5.5K2026-11-02
Capital Advantage, Inc.
UNCHANGED58958900%$300.1K$300.0K-$1242026-10-14
Boyum Wealth Architects LLC
NEW588—+588——$297.2K—2026-10-06
CPR Investments Inc.
INCREASED588505+83+16%$257.1K$299.3K+$42.2K2026-10-26
Blue Capital, Inc.
DECREASED587620-33-5%$315.9K$299.2K-$16.7K2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED586123+463+376%$62.7K$298.6K+$235.9K2026-10-16
Compass Wealth Management LLC
DECREASED586611-25-4%$311.3K$298.4K-$12.9K2026-10-22
CDM Financial Counseling Services, Inc.
UNCHANGED58558500%$298.0K$297.9K-$1222026-10-15
Burke & Herbert Bank & Trust Co
UNCHANGED58258200%$296.5K$296.4K-$1222026-11-02
Cherry Creek Investment Advisors, Inc.
DECREASED581610-29-5%$310.9K$295.6K-$15.3K2026-10-14
Raleigh Capital Management Inc.
DECREASED580604-24-4%$307.5K$295.2K-$12.3K2026-10-28
Global Wealth Strategies & Associates
DECREASED579621-42-7%$316.5K$295.0K-$21.5K2026-10-02
First Bancorp, Inc
DECREASED578674-96-14%$343.4K$294.3K-$49.0K2026-10-26
JFS Wealth Advisors, LLC
DECREASED578580-20%$295.5K$294.3K-$1.1K2026-11-03
Sterling Investment Counsel, LLC
DECREASED577580-3-1%$295.5K$293.8K-$1.6K2026-10-19
Aire Advisors, LLC
INCREASED575558+17+3%$284.5K$292.6K+$8.1K2026-10-22
Sage Investment Counsel LLC
UNCHANGED57557500%$292.9K$292.8K-$1212026-10-26
Embree Financial Group
INCREASED574558+16+3%$284.3K$292.5K+$8.3K2026-10-22
Flywheel Private Wealth LLC
INCREASED572571+1+0%$291.2K$291.1K-$1202026-11-02
White Lighthouse Investment Management Inc.
DECREASED569570-10%$290.2K$289.8K-$4412026-10-21
AUA Capital Management, LLC
UNCHANGED56756700%$288.9K$288.7K-$1192026-10-15
Titleist Asset Management, LLC
DECREASED563590-27-5%$300.5K$286.9K-$13.6K2026-10-08
MB, Levis & Associates, LLC
DECREASED561564-3-1%$287.3K$285.7K-$1.6K2026-10-16
City Center Advisors, LLC
INCREASED559537+22+4%$273.6K$284.7K+$11.1K2026-10-08
Relyea Zuckerberg Hanson LLC
INCREASED558556+2+0%$283.3K$284.2K+$9152026-10-20
Lord & Richards Wealth Management, LLC
UNCHANGED55655600%$283.3K$283.1K-$1172026-10-14
Alpha Family Trust
UNCHANGED55555500%$282.8K$282.8K$02026-11-04
Howard Wealth Management, LLC
INCREASED553550+3+1%$280.3K$282.0K+$1.7K2026-10-28
Penbrook Management LLC
NEW550—+550——$280.1K—2026-10-16
Jacobs & Co
UNCHANGED55055000%$280$280$02026-10-09
Searle & Co.
UNCHANGED55055000%$280.2K$280.1K-$1152026-11-04
Financial Partners Group, Inc
DECREASED548566-18-3%$288.5K$278.9K-$9.6K2026-10-19
John Boyer, Inc.
INCREASED548544+4+1%$277.3K$279.0K+$1.7K2026-10-27
Nautilus Advisors LLC
INCREASED546430+116+27%$224.9K$278.2K+$53.3K2026-10-07
Ipswich Investment Management Co., Inc.
INCREASED545500+45+9%$254.7K$277.5K+$22.8K2026-10-13
Smith & Howard Wealth Management, LLC
UNCHANGED54554500%$277.8K$277.7K-$1142026-10-27
Meridian Financial Partners LLC
DECREASED543643-100-16%$330.8K$289.2K-$41.6K2026-10-23
Cahaba Wealth Management, Inc.
INCREASED542525+17+3%$267.7K$276.1K+$8.4K2026-10-26
Waldron Private Wealth LLC
INCREASED541463+78+17%$235.9K$275.5K+$39.6K2026-11-02
Adell Harriman & Carpenter Inc
INCREASED541523+18+3%$266.4K$275.5K+$9.1K2026-11-02
TrustBank
DECREASED541551-10-2%$280.7K$275.5K-$5.2K2026-10-20
Impact Capital Partners LLC
INCREASED541538+3+1%$274.1K$275.5K+$1.4K2026-10-22
Advisory Solutions Group, LLC
DECREASED538612-74-12%$311.8K$273.9K-$38.0K2026-10-14
Romano Brothers and Company
UNCHANGED53853800%$274.1K$274.0K-$1122026-10-22
Legacy Bridge, LLC
UNCHANGED53753700%$273.6K$273.5K-$1132026-10-28
Family Wealth Partners, LLC
UNCHANGED53653600%$273.1K$273.0K-$1132026-10-20
Congress Park Capital LLC
INCREASED535490+45+9%$249.6K$272.4K+$22.8K2026-10-13
One Day In July LLC
UNCHANGED53553500%$272.6K$272.4K-$1122026-10-30
Clearwave Capital, LLC
INCREASED532473+59+12%$241.2K$270.7K+$29.5K2026-10-27
Pacific Wealth Strategies Group, Inc.
DECREASED530626-96-15%$318.9K$269.9K-$49.0K2026-11-02
Bond & Devick Financial Network, Inc.
INCREASED529434+95+22%$221.1K$269.4K+$48.3K2026-10-23
Puff Wealth Management, LLC
NEW528—+528——$268.8K—2026-10-07
Norris Perne & French LLP
UNCHANGED52552500%$267.5K$267.4K-$1112026-10-23
Cascade Investment Group, Inc.
UNCHANGED52052000%$264.8K$264.7K-$1092026-10-13
Xcel Wealth Management, LLC
NEW519—+519——$264.3K—2026-10-26
Fidato Wealth LLC
NEW518—+518——$263.8K—2026-10-13
Trust Point Inc.
INCREASED518469+49+10%$238.9K$263.8K+$24.9K2026-10-27
Connecticut Wealth Management, LLC
UNCHANGED51751700%$263.3K$263.4K+$1172026-10-13
Code Waechter LLC
UNCHANGED51551500%$262.4K$262.3K-$1082026-10-23
SeaBridge Investment Advisors LLC
DECREASED512606-94-16%$308.7K$260.7K-$48.0K2026-11-02
Evermay Wealth Management LLC
UNCHANGED51151100%$260.1K$260.0K-$1072026-11-05
XXI Wealth, LLC
INCREASED510426+84+20%$217.0K$259.7K+$42.7K2026-10-22
MBA Advisors LLC
DECREASED510566-56-10%$288.4K$259.7K-$28.6K2026-10-29
Miller Financial Services LLC
UNCHANGED51051000%$259.8K$259.7K-$1072026-10-20
Ejmk Ventures LLC
INCREASED509446+63+14%$227.2K$259.2K+$32.0K2026-10-21
Catalyst Investment Management LLC
UNCHANGED50850800%$258.8K$258.7K-$1072026-10-21
Lifelong Wealth Advisors, Inc.
INCREASED506503+3+1%$256.3K$257.7K+$1.4K2026-10-19
Prudent Man Investment Management, Inc.
DECREASED505510-5-1%$246.7K$257.2K+$10.5K2026-11-03
bLong Financial, LLC
UNCHANGED50550500%$257.3K$257.2K-$1052026-10-29
Broadway Wealth Solutions, Inc.
INCREASED504489+15+3%$249.3K$256.8K+$7.5K2026-10-21
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED50450400%$256.8K$256.7K-$1062026-11-03
Liberty Atlantic Advisors LLC
INCREASED502491+11+2%$250.1K$255.6K+$5.5K2026-10-14
Affinity Capital Advisors, LLC
NEW501—+501——$255.3K—2026-10-13
Summit Asset Management, LLC
INCREASED501499+2+0%$254.2K$255.1K+$9132026-11-05
Holos Integrated Wealth LLC
UNCHANGED50150100%$268.2K$274.7K+$6.4K2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
NEW500—+500——$254.4K—2026-10-15
William John Sempolinski
DECREASED500603-103-17%$307.2K$254.6K-$52.6K2026-10-20
Valtinson Bruner Financial Planning LLC
UNCHANGED50050000%$254.8K$254.8K-$102026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED498483+15+3%$246.0K$254-$245.7K2026-10-14
Howard Financial Services, Ltd.
INCREASED496432+64+15%$220.3K$252.4K+$32.1K2026-10-15
Smart Wealth LLC
INCREASED496495+1+0%$252.4K$252.8K+$3582026-11-04
Newman Dignan & Sheerar, Inc.
DECREASED493508-15-3%$258.7K$251.3K-$7.4K2026-10-21
Connecticut Capital Management Group, LLC
INCREASED492472+20+4%$240.5K$250.6K+$10.1K2026-10-29
Grant Private Wealth Management Inc
DECREASED490629-139-22%$320.2K$249.3K-$70.9K2026-10-19
Indiana Trust & Investment Management Co
INCREASED489482+7+1%$245.6K$249.0K+$3.5K2026-10-22
SmartHarvest Portfolios, LLC
DECREASED488573-85-15%$291.9K$248.5K-$43.4K2026-10-26
Interchange Capital Partners, LLC
INCREASED487459+28+6%$233.8K$248.0K+$14.2K2026-10-28
Cherokee Insurance Co
UNCHANGED48648600%$247.6K$247.5K-$1022026-11-05
City Holding Co
DECREASED484509-25-5%$259.3K$246.5K-$12.8K2026-10-19
Mid-American Wealth Advisory Group, Inc.
UNCHANGED48448400%$246.4K$246.3K-$1022026-10-21
Avail Investment Partners, LLC
DECREASED483506-23-5%$257.8K$246.0K-$11.8K2026-10-16
DSG Capital Advisors, LLC
UNCHANGED48348300%$248.7K$246.0K-$2.8K2026-11-05
Guardian Asset Advisors, LLC
UNCHANGED48148100%$244.8K$244.7K-$992026-10-16
Investment Advisory Services Inc
INCREASED480479+1+0%$244.0K$244.6K+$6092026-10-27
Consilium Wealth Advisory, LLC
NEW479—+479——$243.8K—2026-10-14
Mine & Arao Wealth Creation & Management, Llc.
INCREASED479478+1+0%$243.8K$243.7K-$332026-10-29
Stonehearth Capital Management, LLC
UNCHANGED47847800%$243.3K$243.2K-$1002026-10-13
Elser Financial Planning, Inc
INCREASED475468+7+2%$238.6K$242.1K+$3.5K2026-10-16
Heritage Wealth Management, Inc.
UNCHANGED47547500%$242.0K$241.9K-$1002026-10-27
Smith Salley Wealth Management
DECREASED473496-23-5%$252.7K$240.9K-$11.8K2026-11-03
Clear Trail Advisors, LLC
UNCHANGED47247200%$240.5K$240.4K-$992026-10-20
Tsfg, LLC
INCREASED471455+16+4%$232.0K$240-$231.8K2026-10-23
Hughes Financial Services, LLC
INCREASED471465+6+1%$236.9K$303.1K+$66.2K2026-10-30
Terra Nova Asset Management LLC
UNCHANGED47047000%$239.4K$239.3K-$992026-10-13
Piscataqua Savings Bank
UNCHANGED47047000%$239.4K$239.3K-$942026-10-21
Crown Wealth Group, LLC
DECREASED469485-16-3%$247.2K$239.0K-$8.2K2026-10-19
Goldenstone Wealth Management LLC
DECREASED469485-16-3%$247.1K$239.0K-$8.1K2026-11-04
Sather Financial Group Inc
UNCHANGED46746700%$237.9K$237.8K-$982026-10-30
Tepp RIA, LLC
UNCHANGED46746700%$238.0K$238.0K-$52026-10-14
Silverlake Wealth Management LLC
DECREASED466523-57-11%$266.4K$237.4K-$28.9K2026-10-21
Shade Tree Advisors LLC
NEW464—+464——$236.3K—2026-10-22
Perennial Advisors, LLC
DECREASED463465-20%$236.9K$235.8K-$1.1K2026-10-13
Gemmer Asset Management LLC
UNCHANGED46246200%$235.4K$235.3K-$972026-10-16
Legacies Wealth LLC
UNCHANGED46246200%$235.4K$235.3K-$972026-11-02
Collective Family Office LLC
UNCHANGED46246200%$235.4K$235.3K-$972026-10-05
Adelphi Trust Co
INCREASED461435+26+6%$221.6K$234.8K+$13.2K2026-10-05
Apollon Financial, LLC
DECREASED458546-88-16%$278.0K$233.1K-$44.9K2026-10-23
Amplius Wealth Advisors, LLC
INCREASED458398+60+15%$202.8K$233.2K+$30.5K2026-10-20
Manchester Capital Management LLC
DECREASED457476-19-4%$242.5K$232.7K-$9.8K2026-10-22
J. L. Bainbridge & Co., Inc.
DECREASED456487-31-6%$248.1K$232.2K-$15.9K2026-10-20
Goldstein Advisors, LLC
INCREASED454412+42+10%$209.9K$231.2K+$21.3K2026-10-15
Global Strategic Investment Solutions, LLC
INCREASED452444+8+2%$226.4K$230.3K+$4.0K2026-10-16
Royal Fund Management, LLC
UNCHANGED45145100%$230.2K$230.1K-$952026-10-22
First Community Trust NA
UNCHANGED45145100%$229.8K$229.7K-$942026-10-07
Epiq Partners, LLC
UNCHANGED45045000%$229.3K$229.2K-$942026-10-07
R. W. Roge & Company, Inc.
UNCHANGED45045000%$229.0K$229-$228.8K2026-11-04
Financial Enhancement Group LLC
UNCHANGED44844800%$228.2K$223.7K-$4.6K2026-10-08
Hopwood Financial Services, Inc.
UNCHANGED44844800%$228.5K$228.4K-$792026-10-29
Harbor Group, Inc.
INCREASED447446+1+0%$227.2K$227.8K+$5962026-10-14
Financial Solutions Advisory Group, Inc.
DECREASED446461-15-3%$238.9K$246.2K+$7.3K2026-10-28
G&S Capital LLC
DECREASED444462-18-4%$235.5K$226.0K-$9.6K2026-10-23
Vision Capital Management, Inc.
UNCHANGED44444400%$226.2K$226.1K-$942026-10-20
Richard C. Young & Co., Ltd.
INCREASED443417+26+6%$212.5K$225.6K+$13.1K2026-11-04
Fortress Financial Group, LLC
INCREASED441438+3+1%$223.4K$224.8K+$1.4K2026-10-21
Burton Enright Welch
DECREASED440468-28-6%$238.5K$224.1K-$14.4K2026-11-04
Cordatus Wealth Management LLC
DECREASED439451-12-3%$229.8K$223.6K-$6.2K2026-10-19
Winthrop Capital Management, LLC
INCREASED439438+1+0%$223.0K$223.4K+$4152026-11-05
Rhodes Investment Advisors Inc
INCREASED438432+6+1%$220.1K$223.1K+$3.0K2026-10-07
Thrive Capital Management, LLC
INCREASED438433+5+1%$220.8K$223.1K+$2.3K2026-10-28
Stegent Equity Advisors, Inc.
DECREASED437686-249-36%$349.5K$222.5K-$126.9K2026-10-13
FAI Advisors, Inc.
DECREASED437448-11-2%$228.2K$222.5K-$5.7K2026-10-27
Eagle Global Advisors LLC
DECREASED436440-4-1%$224.3K$222.1K-$2.1K2026-11-02
Kennedy Investment Group, Inc.
DECREASED436440-4-1%$224.2K$222.3K-$1.9K2026-10-21
Lionshead Wealth Management, LLC
INCREASED434433+1+0%$220.9K$221.3K+$4182026-10-21
Bayban
UNCHANGED43443400%$221.1K$221.1K$02026-11-05
Woodard & Co Asset Management Group Inc
DECREASED433435-20%$221.6K$220.5K-$1.1K2026-11-03
Sawgrass Asset Management LLC
UNCHANGED43343300%$220.6K$220.5K-$912026-11-03
Hickory Point Bank & Trust
UNCHANGED43343300%$220.6K$220.5K-$912026-10-01
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED43143100%$219.6K$219.5K-$902026-10-15
Fairscale Capital, LLC
INCREASED430429+1+0%$218.6K$273.9K+$55.3K2026-11-04
Canton Hathaway, LLC
UNCHANGED43043000%$219.1K$219.0K-$902026-10-23
TriaGen Wealth Management LLC
UNCHANGED43043000%$219.1K$219.0K-$902026-10-14
Baker Ellis Asset Management LLC
UNCHANGED43043000%$219.1K$219.0K-$902026-10-14
Finward Bancorp
UNCHANGED42942900%$218.6K$218.5K-$902026-10-14
Dala Group, LLC
UNCHANGED42842800%$218.0K$218.0K+$202026-10-29
XY Planning Network, Inc.
NEW427—+427——$217.4K—2026-10-14
Stevens Capital Partners
INCREASED427420+7+2%$213.9K$217.2K+$3.4K2026-10-29
Wealthcare Capital Partners, LLC
INCREASED424409+15+4%$208.1K$216.1K+$8.0K2026-10-21
AM Investment Strategies LLC
INCREASED424420+4+1%$214$216+$22026-11-05
Old Second National Bank of Aurora
UNCHANGED42242200%$215.0K$214.9K-$882026-10-22
Sculati Wealth Management, LLC
NEW421—+421——$215.5K—2026-10-19
Weaver Capital Management LLC
NEW421—+421——$214.3K—2026-10-15
Quintet Private Bank (Europe) S.A.
INCREASED420310+110+35%$157.9K$213.9K+$56.0K2026-10-08
Clark Asset Management, LLC
DECREASED420441-21-5%$224.7K$214.0K-$10.7K2026-10-19
Professional Financial Advisors, LLC
INCREASED420417+3+1%$212.5K$213.7K+$1.3K2026-10-13
TPG Advisors LLC
UNCHANGED42042000%$213.9K$213.8K-$882026-10-16
Manchester Financial Inc
UNCHANGED42042000%$213.8K$213.7K-$882026-10-15
Evolution Wealth Advisors, LLC
NEW419—+419——$213.4K—2026-11-03
KFG Wealth Management, LLC
DECREASED419485-66-14%$247.3K$213.2K-$34.2K2026-10-16
One Advisory Partners, LLC
DECREASED419428-9-2%$218.0K$213.4K-$4.7K2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED419412+7+2%$209.8K$213.5K+$3.7K2026-10-13
Burford Brothers, Inc.
DECREASED417480-63-13%$244.4K$212.3K-$32.1K2026-10-21
West Paces Advisors Inc.
DECREASED417451-34-8%$229.8K$212.4K-$17.4K2026-10-13
First Growth Capital LLC
INCREASED416411+5+1%$209.3K$211.8K+$2.5K2026-10-15
Weaver Consulting Group
NEW415—+415——$211.3K—2026-10-07
First United Bank & Trust
DECREASED415422-7-2%$215.0K$211.3K-$3.7K2026-10-22
Forbes J M & Co LLP
UNCHANGED41341300%$210.4K$210.3K-$872026-10-16
Advocate Group LLC
DECREASED412562-150-27%$286.3K$209.8K-$76.5K2026-10-19
Michels Family Financial, LLC
DECREASED412422-10-2%$214.8K$209.6K-$5.3K2026-11-02
Cornerstone Planning, LLC
UNCHANGED41241200%$209.9K$209.9K+$12026-10-27
Parisi Gray Wealth Management
NEW411—+411——$209.3K—2026-10-16
Elco Management Co., LLC
UNCHANGED41141100%$209.4K$209.3K-$862026-10-14
Wrenne Financial Planning LLC
UNCHANGED41141100%$209.4K$209.3K-$862026-10-30
TSG Advice Partners, LLC
NEW410—+410——$209.1K—2026-10-29
Mattern Wealth Management LLC
UNCHANGED40940900%$208.4K$208.3K-$862026-11-04
Wilkins Investment Counsel Inc
UNCHANGED40940900%$208.4K$208.3K-$862026-11-03
Box Hill Private Wealth LLC
DECREASED407428-21-5%$218.1K$207.4K-$10.7K2026-10-05
Elevated Capital Advisors, LLC
DECREASED406447-41-9%$227.8K$206.7K-$21.0K2026-11-04
Good Harbor Advisors, Inc.
DECREASED406409-3-1%$208.4K$206.8K-$1.6K2026-10-20
Detalus Advisors, LLC
DECREASED404424-20-5%$216.0K$205.6K-$10.4K2026-10-15
Clarity Wealth Development LLC
UNCHANGED40440400%$205.8K$205.7K-$852026-10-22
Murphy & Mullick Capital Management Corp
UNCHANGED40340300%$204.8K$205.2K+$3762026-11-02
Artesa Financial Group, LLC
NEW402—+402——$204.7K—2026-10-29
Lincoln Capital LLC
NEW402—+402——$204.7K—2026-10-09
Enzi Wealth
DECREASED402408-6-1%$210.1K$202.6K-$7.5K2026-10-14
J. Derek Lewis & Associates Inc.
NEW401—+401——$204.3K—2026-11-03
Sunpointe, LLC
DECREASED401602-201-33%$306.7K$204.2K-$102.5K2026-10-22
Coyle Financial Counsel LLC
NEW400—+400——$203.7K—2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
DECREASED400426-26-6%$216.8K$203.6K-$13.2K2026-10-08
Tucker Asset Management LLC
DECREASED400410-10-2%$208.9K$203.7K-$5.2K2026-10-29
Adkins Seale Capital Management LLC
UNCHANGED40040000%$203.8K$203.7K-$842026-10-27
DMC Group, LLC
NEW399—+399——$203.2K—2026-10-26
Brickley Wealth Management
UNCHANGED39939900%$203.3K$203.2K-$842026-11-04
Providence Wealth Advisors, LLC
UNCHANGED39739700%$213.8K$200.6K-$13.2K2026-10-29
RVW Wealth, LLC
UNCHANGED39739700%$202.3K$202.2K-$842026-10-06
Arrow Financial Corp
INCREASED396395+1+0%$201.2K$201.7K+$4262026-10-26
Rockport Wealth LLC
UNCHANGED39639600%$201.7K$201.7K-$822026-11-03
Atlantic Edge Private Wealth Management, LLC
UNCHANGED38438400%$195.6K$195.6K-$812026-10-20
Canvas Wealth Advisors, LLC
NEW379—+379——$243.9K—2026-11-02
North Star Investment Management Corp.
UNCHANGED37837800%$192.7K$192.5K-$1942026-10-27
AXS Investments LLC
NEW377—+377——$192.0K—2026-11-04
Nova Financial LLC
NEW375—+375——$191.0K—2026-11-04
Smallwood Wealth Investment Management, LLC
INCREASED365363+2+1%$185.2K$186.2K+$9512026-10-30
Richardson Financial Services Inc.
INCREASED363313+50+16%$159.5K$184.9K+$25.4K2026-10-30
Evexia Wealth LLC
NEW341—+341——$216.3K—2026-11-05
Flagship Wealth Advisors, LLC
DECREASED334444-110-25%$226.2K$170.1K-$56.1K2026-11-03
TFC Financial Management, Inc.
UNCHANGED33433400%$170.2K$170.1K-$702026-10-26
Community Financial Services Group, LLC
INCREASED330324+6+2%$169.1K$166.8K-$2.3K2026-10-15
Kroeger Financial Partners
UNCHANGED33033000%$168.1K$168.1K-$692026-10-19
Destiny Wealth Partners, LLC
NEW317—+317——$203.9K—2026-11-05
Mosley Wealth Management
INCREASED3169+307+3411%$4.6K$168.3K+$163.7K2026-10-16
Maj Invest Holding A/S
UNCHANGED31531500%$160$160$02026-10-27
Lodestone Wealth Management LLC
UNCHANGED30830800%$156.8K$156.8K-$402026-10-14
CrossGen Wealth, LLC
DECREASED306315-9-3%$160.6K$155.6K-$5.0K2026-10-30
Groesbeck Investment Management Corp
DECREASED303334-31-9%$170$154-$162026-10-26
Eastern Bank
INCREASED29989+210+236%$45.3K$152.3K+$106.9K2026-10-05
Armstrong Advisory Group, Inc
DECREASED289294-5-2%$149.8K$147.2K-$2.6K2026-10-09
IFS Advisors, LLC
INCREASED28113+268+2062%$6.6K$143.1K+$136.5K2026-10-14
Private Wealth Management Group, LLC
INCREASED280169+111+66%$86.3K$142.7K+$56.4K2026-10-19
Pinnacle Bancorp, Inc.
DECREASED279298-19-6%$151.8K$142.1K-$9.7K2026-10-21
Avion Wealth
DECREASED273286-13-5%$145.0K$139-$144.9K2026-11-04
Nemes Rush Group LLC
UNCHANGED26926900%$137.1K$137.1K-$462026-11-04
Fortitude Family Office, LLC
INCREASED261164+97+59%$83.6K$132.9K+$49.4K2026-10-14
WPG Advisers, LLC
DECREASED258259-10%$132.0K$131.4K-$5632026-10-27
Laurel Wealth Advisors LLC
NEW255—+255——$129.9K—2026-10-27
Byrne Asset Management LLC
UNCHANGED25225200%$128.4K$127.4K-$9982026-10-06
SBK Financial, Inc.
DECREASED250266-16-6%$135.5K$127.3K-$8.2K2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED24024000%$122.3K$122.2K-$512026-10-23
Godsey & Gibb, Inc
DECREASED239285-46-16%$145.2K$121.7K-$23.5K2026-10-14
Silver Grove Financial Group, Inc.
INCREASED232174+58+33%$88.8K$118.4K+$29.6K2026-11-05
Reap Financial Group, LLC
INCREASED228207+21+10%$105.7K$116.1K+$10.4K2026-11-02
Sawyer & Company, Inc
UNCHANGED22822800%$116.2K$116.1K-$482026-10-21
Elevation Wealth Partners, LLC
INCREASED218193+25+13%$98.3K$111.0K+$12.7K2026-10-07
MH & Associates Securities Management Corp
UNCHANGED21721700%$110.6K$110.5K-$452026-10-30
Mascoma Wealth Management LLC
UNCHANGED21421400%$109.0K$109.0K-$442026-10-23
Balance Wealth Partners LLC
NEW213—+213——$108.6K—2026-10-27
Friedenthal Financial
NEW208—+208——$105.9K—2026-10-27
Bank & Trust Co
UNCHANGED20720700%$105.5K$105.4K-$432026-10-07
Citizens National Bank Trust Department
UNCHANGED20620600%$104.9K$104.9K-$432026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED20620600%$104.9K$104.9K-$432026-11-02
Nfsg Corp
DECREASED203241-38-16%$123.0K$103.4K-$19.6K2026-10-15
Axxion S.A.
INCREASED200100+100+100%$50.9K$101.9K+$50.9K2026-10-22
Cranbrook Wealth Management, LLC
UNCHANGED20020000%$101.9K$102.0K+$1032026-10-28
Evolution Wealth Management Inc.
UNCHANGED19919900%$101.4K$101.3K-$422026-10-28
American Capital Advisory, LLC
INCREASED193176+17+10%$89.7K$98.3K+$8.6K2026-10-28
IMG Wealth Management, Inc.
INCREASED192184+8+4%$93.7K$97.8K+$4.0K2026-10-27
Downshift Financial, LLC
INCREASED190160+30+19%$81.5K$96.8K+$15.2K2026-10-13
Salomon & Ludwin, LLC
DECREASED178180-2-1%$93.9K$90.6K-$3.3K2026-10-29
Covestor Ltd
INCREASED177156+21+13%$80.0K$90-$79.9K2026-10-30
Abound Wealth Management
INCREASED17081+89+110%$41.2K$86.5K+$45.3K2026-10-26
Brown Shipley& Co Ltd
UNCHANGED17017000%$86.6K$86.6K-$352026-10-09
Pioneer Family Office, LLC
INCREASED169168+1+1%$85.7K$86.0K+$2482026-10-30
Blume Capital Management, Inc.
UNCHANGED16516500%$84.1K$84.0K-$342026-10-26
Mcdonald Partners LLC
UNCHANGED16516500%$84.1K$84.0K-$352026-11-03
Highline Wealth Partners LLC
INCREASED15951+108+212%$26.1K$81.1K+$55.0K2026-10-19
Catherine Avery Investment Management LLC
UNCHANGED15515500%$79.0K$79.0K-$182026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED15015000%$76.4K$76.4K-$312026-10-23
Hanson & Doremus Investment Management
INCREASED141136+5+4%$69.0K$72-$68.9K2026-10-16
Gen-Wealth Partners Inc
DECREASED139174-35-20%$88.7K$71.0K-$17.7K2026-11-04
Monetary Solutions, Ltd
UNCHANGED13613600%$69.3K$69.3K-$292026-10-22
Bell Investment Advisors, Inc
UNCHANGED13113100%$66.7K$66.7K-$282026-10-29
Moisand Fitzgerald Tamayo, LLC
DECREASED130153-23-15%$77.9K$66.2K-$11.7K2026-10-15
Owl Creek Wealth Partners LLC
DECREASED128134-6-4%$68.3K$65.2K-$3.1K2026-10-20
Navigoe, LLC
DECREASED127129-2-2%$65$64-$12026-11-04
MeadowBrook Investment Advisors LLC
UNCHANGED12512500%$63.7K$73.7K+$10.1K2026-10-29
UMB Private Wealth Management, LLC
NEW123—+123——$62.6K—2026-10-19
SJS Investment Consulting Inc.
DECREASED120122-2-2%$62.2K$61.2K-$1.0K2026-10-26
CGC Financial Services, LLC
UNCHANGED11911900%$60.4K$60.6K+$2192026-10-13
Polaris Financial Partners
NEW116—+116——$60—2026-10-02
Meriwether Wealth & Planning, LLC
NEW115—+115——$58.6K—2026-10-13
Madden Securities Corp
NEW115—+115——$58.6K—2026-10-27
Physician Wealth Advisors, Inc.
INCREASED11572+43+60%$36.7K$58.6K+$21.9K2026-10-20
Cape Investment Advisory, Inc.
INCREASED112104+8+8%$52.8K$56.8K+$4.1K2026-10-13
Kelleher Financial Advisors
DECREASED111210-99-47%$107.0K$56.5K-$50.5K2026-10-30
Western Pacific Wealth Management, LP
UNCHANGED11011000%$56.1K$56.1K-$232026-10-16
Key Capital Management, Inc
UNCHANGED10610600%$54.0K$54.0K-$222026-11-03
Bayforest Capital Ltd
INCREASED10543+62+144%$21.9K$53.5K+$31.6K2026-11-03
Strengthening Families & Communities, LLC
DECREASED104108-4-4%$55.3K$53.0K-$2.3K2026-10-21
Hartford Financial Management Inc.
UNCHANGED10210200%$52.0K$51.9K-$212026-10-21
Richardson Capital Management LLC
UNCHANGED10010000%$50.9K$50.9K-$212026-10-23
Wolff Wiese Magana LLC
UNCHANGED10010000%$50.9K$50.9K-$212026-10-15
Rational Advisors, Inc.
INCREASED9984+15+18%$42.8K$50.4K+$7.6K2026-11-02
McCarley & Cook Financial Planners
INCREASED9998+1+1%$49.9K$50.2K+$3092026-10-21
GK Wealth Management LLC
NEW98—+98——$50.3K—2026-10-09
Activest Wealth Management
DECREASED94104-10-10%$53.1K$48.0K-$5.1K2026-10-15
Sarver Vrooman Wealth Advisors
UNCHANGED929200%$49.6K$46.9K-$2.7K2026-10-01
North Point Portfolio Managers Corp
NEW89—+89——$45.3K—2026-10-07
Plante Moran Financial Advisors, LLC
DECREASED8999-10-10%$50.4K$45.3K-$5.1K2026-11-04
Triumph Capital Management
INCREASED8979+10+13%$40.2K$45.3K+$5.2K2026-10-14
Arlington Trust Co LLC
INCREASED8813+75+577%$6.6K$44.8K+$38.2K2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED878700%$44.3K$44.3K-$192026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED818100%$41.4K$41.3K-$372026-10-29
MTM Investment Management, LLC
UNCHANGED808000%$40.5K$40.8K+$2222026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED808000%$40.8K$40.7K-$172026-10-28
Pittenger & Anderson Inc
UNCHANGED808000%$40.8K$40.7K-$172026-11-02
Tower Trust & Investment Co
UNCHANGED808000%$40.8K$40.7K-$162026-10-28
Sunrise Financial Services, LLC
UNCHANGED808000%$40.8K$40.7K-$172026-10-21
Lynch Investment Planning, LLC
NEW79—+79——$40.2K—2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED7866+12+18%$33.6K$39.7K+$6.1K2026-10-30
Washington Trust Advisors, Inc.
UNCHANGED767600%$38.7K$38.7K-$152026-10-22
Breakwater Investment Management
DECREASED7385-12-14%$43.3K$37.2K-$6.1K2026-10-20
Centerpoint Advisors, LLC
INCREASED7034+36+106%$17$36+$192026-11-05
Beacon Financial Strategies Corp
UNCHANGED707000%$35.7K$35.6K-$152026-10-14
Wilkerson Advisory Group LLC
DECREASED6986-17-20%$43.8K$35.1K-$8.7K2026-10-20
James T. Borello RIA
DECREASED6972-3-4%$36.7K$35.1K-$1.5K2026-10-16
Kentucky Trust Co
DECREASED6593-28-30%$47.4K$33.1K-$14.3K2026-10-15
Aspect Partners, LLC
UNCHANGED626200%$31.6K$31.6K-$132026-10-20
Jnba Financial Advisors
UNCHANGED606000%$30.6K$30.6K-$132026-11-03
Joseph Group Capital Management
INCREASED5539+16+41%$19.9K$28.0K+$8.1K2026-11-04
Ares Financial Consulting, LLC
INCREASED5449+5+10%$25.0K$27.5K+$2.5K2026-10-19
Princeton Global Asset Management LLC
UNCHANGED525200%$26.5K$26.5K-$112026-10-21
Chapman Financial Group, LLC
UNCHANGED505000%$25.5K$25.5K-$102026-10-26
Central Pacific Bank - Trust Division
DECREASED49657-608-93%$334.7K$25.0K-$309.8K2026-10-06
United Financial Planning Group LLC
UNCHANGED474700%$23.9K$23.9K-$102026-11-04
PFS Partners, LLC
UNCHANGED464600%$23.5K$23.6K+$872026-10-21
High Point Wealth Management, LLC
INCREASED4540+5+13%$20.4K$22.9K+$2.5K2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED4540+5+13%$20.3K$22.9K+$2.5K2026-11-03
Guardian Partners Inc.
UNCHANGED424200%$21.4K$21.4K-$92026-10-21
Miller Wealth Advisors, LLC
UNCHANGED424200%$21.4K$21.4K-$82026-11-02
University of Texas S AM Investment Management Co
UNCHANGED404000%$20.4K$20.4K-$82026-11-03
Louisbourg Investments Inc.
UNCHANGED373700%$18.9K$18.8K-$82026-10-20
Main Street Group, LTD
UNCHANGED363600%$18.3K$18.3K-$82026-10-28
Harbor Asset Planning, Inc.
UNCHANGED363600%$18.5K$18.5K-$72026-10-23
Caitong International Asset Management Co., Ltd
INCREASED3315+18+120%$7.6K$16.8K+$9.2K2026-10-29
Bare Financial Services, Inc
DECREASED3334-1-3%$17.3K$16.8K-$5152026-11-04
Retirement Wealth Solutions LLC
INCREASED3130+1+3%$15.1K$15.6K+$5192026-10-07
Proathlete Wealth Management LLC
NEW30—+30——$15.3K—2026-10-15
Burk Holdings LLC
INCREASED3017+13+76%$8.7K$15.3K+$6.6K2026-11-05
Kimelman & Baird, LLC
UNCHANGED303000%$15.3K$15.3K-$62026-11-03
William Mack & Associates, Inc.
NEW29—+29——$14.8K—2026-10-27
Transce3nd, LLC
DECREASED2836-8-22%$18.8K$15.4K-$3.4K2026-10-26
Creative Capital Management Investments LLC
INCREASED2716+11+69%$8.2K$13.8K+$5.6K2026-10-28
Horizon Financial Services, LLC
DECREASED2641-15-37%$20.9K$13.2K-$7.6K2026-11-04
Financial Perspectives, Inc
UNCHANGED262600%$13.3K$13.3K-$52026-11-03
RHL Group, LLC
UNCHANGED262600%$13.2K$13.2K+$72026-11-04
Birch Financial Group, LLC
NEW25—+25——$12.7K—2026-10-27
Valued Wealth Advisors LLC
INCREASED2520+5+25%$10.4K$12.9K+$2.5K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED252500%$12.7K$12.7K-$52026-10-16
Marquette Asset Management, LLC
DECREASED2326-3-12%$13.2K$11.7K-$1.5K2026-10-09
Fairway Wealth LLC
NEW22—+22——$11.2K—2026-10-30
Accordant Advisory Group Inc
UNCHANGED212100%$10.7K$10.7K-$42026-10-29
Three Bridge Wealth Advisors, LLC
NEW20—+20——$10.2K—2026-11-05
Pacifica Partners Inc.
UNCHANGED202000%$10.9K$10.1K-$8042026-10-09
Align Financial, LLC
UNCHANGED202000%$10.2K$10.2K-$42026-10-16
Planning Strategies Inc.
INCREASED1817+1+6%$8.7K$9.2K+$5062026-10-02
Cedar Mountain Advisors, LLC
UNCHANGED181800%$9.2K$9.2K-$32026-10-15
CKW Financial Group
NEW17—+17——$9—2026-10-29
KFG LLC
NEW17—+17——$8.7K—2026-11-02
Livelsberger Financial Advisory
NEW16—+16——$8.3K—2026-10-28
New England Capital Financial Advisors LLC
UNCHANGED161600%$8.2K$8.3K+$512026-11-03
Daytona Street Capital LLC
NEW15—+15——$7.6K—2026-10-15
Birch Capital Management, LLC
UNCHANGED151500%$7.6K$7.6K-$32026-10-27
Bradley & Co. Private Wealth Management, LLC
UNCHANGED151500%$7.6K$7.6K-$22026-10-23
Vima LLC
UNCHANGED151500%$7.6K$7.6K-$32026-10-23
Maryland Capital Advisors Inc.
UNCHANGED141400%$7.1K$7.1K-$22026-10-15
Mainstream Capital Management LLC
NEW13—+13——$6.6K—2026-10-23
Team Financial Group, LLC
NEW11—+11——$5.9K—2026-10-30
Granite FO LLC
UNCHANGED101000%$5.1K$5.1K-$22026-10-14
Entrust Financial LLC
UNCHANGED101000%$5.1K$5.1K-$22026-11-04
Halbert Hargrove Global Advisors, LLC
DECREASED910-1-10%$4.9K$4.6K-$3282026-10-16
Miller Global Investments, LLC
UNCHANGED9900%$4.6K$4.6K-$22026-10-02
DecisionPoint Financial, LLC
INCREASED83+5+167%$1.6K$4.0K+$2.5K2026-10-27
Advocate Investing Services LLC
UNCHANGED6600%$3.3K$3.3K+$172026-10-26
Quaker Wealth Management, LLC
DECREASED57-2-29%$3.6K$2.5K-$1.0K2026-10-22
PayPay Securities Corp
DECREASED56-1-17%$3.1K$2.5K-$5112026-10-27
Your Advocates Ltd., LLP
UNCHANGED4400%$2.0K$2.0K-$12026-11-03
First Pacific Financial
UNCHANGED4400%$2.1K$2.1K+$132026-10-14
Gilpin Wealth Management, LLC
UNCHANGED4400%$2.0K$2.0K-$12026-10-09
Security National Bank
NEW3—+3——$1.5K—2026-10-26
Country Trust Bank
NEW3—+3——$1.5K—2026-10-30
Maseco LLP
NEW2—+2——$1.0K—2026-10-27
Phillip James Consulting Co.
UNCHANGED2200%$1.0K$1.0K$02026-11-03
Foresight Capital Management Advisors, Inc.
NEW1—+1——$574—2026-10-27
Redwood Park Advisors LLC
UNCHANGED1100%$510$510$02026-11-02
Matrix Asset Advisors Inc
CLOSED033,411-33,411-100%$17.0M$0-$17.0M2026-10-13
B&D White Capital Company, LLC
CLOSED09,100-9,100-100%$4.6M$0-$4.6M2026-11-02
Oak Thistle LLC
CLOSED06,775-6,775-100%$3.5M$0-$3.5M2026-10-21
OMC Financial Services LTD
CLOSED06,235-6,235-100%$3.2M$0-$3.2M2026-10-19
Granite Group Advisors, LLC
CLOSED04,819-4,819-100%$2.5M$0-$2.5M2026-10-14
OmniStar Financial Group, Inc.
CLOSED04,403-4,403-100%$2.2M$0-$2.2M2026-10-26
Leonteq Securities AG
CLOSED03,675-3,675-100%$1.9M$0-$1.9M2026-10-29
Wellington Shields Capital Management, LLC
CLOSED03,537-3,537-100%$1.8M$0-$1.8M2026-11-03
Wellington Shields & Co., LLC
CLOSED02,453-2,453-100%$1.2M$0-$1.2M2026-11-03
Vestor Capital, LLC
CLOSED02,174-2,174-100%$51$0-$512026-11-04
Perpetual Ltd
CLOSED02,003-2,003-100%$1.0M$0-$1.0M2026-10-13
Waycross Partners, LLC
CLOSED01,450-1,450-100%$738.7K$0-$738.7K2026-11-03
Focused Alpha, LLC
CLOSED01,151-1,151-100%$586.4K$0-$586.4K2026-10-20
Gallacher Capital Management LLC
CLOSED0918-918-100%$467.8K$0-$467.8K2026-10-30
AK Global Asset Management, LLC
CLOSED0675-675-100%$343.9K$0-$343.9K2026-10-27
Allegiance Financial Group Advisory Services LLC
CLOSED0659-659-100%$335.7K$0-$335.7K2026-11-02
Saxon Interests, Inc.
CLOSED0658-658-100%$335.0K$0-$335.0K2026-10-26
Soundwatch Capital LLC
CLOSED0651-651-100%$331.7K$0-$331.7K2026-11-04
Well Done, LLC
CLOSED0647-647-100%$329.6K$0-$329.6K2026-10-20
Galvin, Gaustad & Stein, LLC
CLOSED0622-622-100%$316.9K$0-$316.9K2026-10-08
Sanchez Wealth Management Group
CLOSED0613-613-100%$312.3K$0-$312.3K2026-11-02
Johnson Financial Group, LLC
CLOSED0609-609-100%$310.3K$0-$310.3K2026-11-03
Motley Fool Asset Management LLC
CLOSED0564-564-100%$287.3K$0-$287.3K2026-10-27
Capital CS Group, LLC
CLOSED0529-529-100%$269.5K$0-$269.5K2026-10-29
Symmetry Partners, LLC
CLOSED0522-522-100%$265.9K$0-$265.9K2026-10-27
HighRoad Wealth Advisors, LLC
CLOSED0500-500-100%$254.7K$0-$254.7K2026-10-14
Stenger Family Office, LLC
CLOSED0469-469-100%$238.9K$0-$238.9K2026-10-22
LifeGoal Investments, LLC
CLOSED0464-464-100%$236.4K$0-$236.4K2026-10-09
Brick & Kyle, Associates
CLOSED0464-464-100%$280.4K$0-$280.4K2026-11-05
LJI Wealth Management, LLC
CLOSED0458-458-100%$233.5K$0-$233.5K2026-10-28
Hamilton Capital, LLC
CLOSED0455-455-100%$231.6K$0-$231.6K2026-10-08
Accredited Investors Inc.
CLOSED0447-447-100%$227.8K$0-$227.8K2026-11-03
Beacon Capital Management, LLC
CLOSED0442-442-100%$225.1K$0-$225.1K2026-10-23
Nicholas Wealth, Llc.
CLOSED0438-438-100%$223.4K$0-$223.4K2026-10-26
National Wealth Management Group, LLC
CLOSED0428-428-100%$218.1K$0-$218.1K2026-10-26
Longview Financial Advisors, Inc.
CLOSED0427-427-100%$217.6K$0-$217.6K2026-10-09
Foronjy Financial LLC
CLOSED0424-424-100%$215.8K$0-$215.8K2026-10-14
Simon Quick Advisors, LLC
CLOSED0417-417-100%$212.6K$0-$212.6K2026-10-26
Legacy Advisors, LLC
CLOSED0398-398-100%$202.5K$0-$202.5K2026-10-19
Strategic Equity Management
CLOSED0397-397-100%$202.1K$0-$202.1K2026-11-04
MFA Wealth Advisors, LLC
CLOSED0393-393-100%$200.1K$0-$200.1K2026-10-07
Obsidian CIO, LLC
CLOSED0344-344-100%$175.1K$0-$175.1K2026-11-05
Vermillion Wealth Management, Inc.
CLOSED0318-318-100%$161.8K$0-$161.8K2026-10-26
Atlatl Advisers LLC
CLOSED0273-273-100%$139.1K$0-$139.1K2026-10-22
LifeSteps Financial, Inc.
CLOSED0256-256-100%$130.4K$0-$130.4K2026-10-15
Inspire Investing, LLC
CLOSED0179-179-100%$91.2K$0-$91.2K2026-10-22
Solstein Capital, LLC
CLOSED0139-139-100%$70.8K$0-$70.8K2026-11-02
Cornerstone Planning Group LLC
CLOSED0112-112-100%$57.6K$0-$57.6K2026-10-16
Chung Wu Investment Group, LLC
CLOSED080-80-100%$40.8K$0-$40.8K2026-11-03
Stone House Investment Management, LLC
CLOSED058-58-100%$29.3K$0-$29.3K2026-10-23
Burkett Financial Services, LLC
CLOSED057-57-100%$29.5K$0-$29.5K2026-10-01
Knights of Columbus Asset Advisors LLC
CLOSED050-50-100%$25.5K$0-$25.5K2026-11-05
Summit Securities Group LLC
CLOSED047-47-100%$23.9K$0-$23.9K2026-11-05
Robinswood Financial LLC
CLOSED035-35-100%$18.1K$0-$18.1K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED025-25-100%$12.9K$0-$12.9K2026-10-29
Bullseye Investment Management, LLC
CLOSED025-25-100%$12.7K$0-$12.7K2026-10-29
FNY Investment Advisers, LLC
CLOSED010-10-100%$5$0-$52026-10-16
Decker Retirement Planning Inc.
CLOSED06-6-100%$3.1K$0-$3.1K2026-10-19
Morton Brown Family Wealth, LLC
CLOSED05-5-100%$2.5K$0-$2.5K2026-10-23
Whipplewood Advisors, LLC
CLOSED04-4-100%$2.0K$0-$2.0K2026-10-20
Nvest Wealth Strategies, Inc.
CLOSED01-1-100%$510$0-$5102026-10-14
Point Nemo Capital, LLC
CLOSED000—$7$0-$72026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$430.5K$497.5K+$67.0K2026-10-29
State Street Corp
N/A—32,975,170-32,975,170-100%$16.8B———
BlackRock, Inc.
N/A—18,877,978-18,877,978-100%$9.6B———
Vanguard Capital Management LLC
N/A—14,158,758-14,158,758-100%$7.2B———
Charles Schwab Investment Management Inc
N/A—7,806,000-7,806,000-100%$4.0B———
Morgan Stanley
N/A—5,706,408-5,706,408-100%$2.9B———
Vanguard Portfolio Management LLC
N/A—5,559,369-5,559,369-100%$2.8B———
Geode Capital Management, LLC
N/A—5,216,758-5,216,758-100%$2.7B———
Invesco Ltd.
N/A—2,426,642-2,426,642-100%$1.2B———
Bank of America Corp
N/A—2,284,661-2,284,661-100%$1.2B———
Northern Trust Corp
N/A—1,961,038-1,961,038-100%$999.1M———
Goldman Sachs Group Inc
N/A—1,902,778-1,902,778-100%$969.4M———
Capital World Investors
N/A—1,844,218-1,844,218-100%$939.6M———
Royal Bank of Canada
N/A—1,715,798-1,715,798-100%$874.1M———
FMR LLC
N/A—1,667,767-1,667,767-100%$849.7M———
Two Sigma Investments, LP
N/A—1,569,836-1,569,836-100%$799.8M———
Franklin Resources Inc
N/A—1,515,260-1,515,260-100%$772.0M———
AQR Capital Management LLC
N/A—1,376,925-1,376,925-100%$701.5M———
T. Rowe Price Investment Management, Inc.
N/A—1,370,094-1,370,094-100%$698.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,320,995-1,320,995-100%$672.9M———
UBS Group AG
N/A—1,289,500-1,289,500-100%$656.9M———
Capital Research Global Investors
N/A—1,238,537-1,238,537-100%$631.0M———
Wells Fargo & Company
N/A—1,229,884-1,229,884-100%$626.6M———
Vanguard Fiduciary Trust Co
N/A—1,187,757-1,187,757-100%$605.1M———
Stifel Financial Corp
N/A—1,166,742-1,166,742-100%$594.5M———
Legal & General Group Plc
N/A—976,464-976,464-100%$497.5M———
JPMorgan Chase & Co
N/A—900,840-900,840-100%$452.3M———
Bank of Montreal
N/A—848,173-848,173-100%$432.1M———
LPL Financial LLC
N/A—765,707-765,707-100%$390.1M———
Wellington Management Group LLP
N/A—746,194-746,194-100%$380.2M———
Citadel Advisors LLC
N/A—671,430-671,430-100%$342.1M———
Raymond James Financial Inc
N/A—667,969-667,969-100%$340.3M———
Nuveen, LLC
N/A—666,011-666,011-100%$339.3M———
National Pension Service
N/A—650,340-650,340-100%$331.3M———
Lester Murray Antman dba SimplyRich
N/A—646,871-646,871-100%$1.6M———
Papamarkou Wellner Asset Management inc.
N/A—627,798-627,798-100%$1.9M———
Qube Research & Technologies Ltd
N/A—622,564-622,564-100%$317.2M———
Canada Pension Plan Investment Board
N/A—596,388-596,388-100%$303.8M———
Ameriprise Financial Inc
N/A—581,289-581,289-100%$296.1M———
Holocene Advisors, LP
N/A—570,452-570,452-100%$290.6M———
Allianz Asset Management GmbH
N/A—556,248-556,248-100%$283.4M———
Deutsche Bank Ag\
N/A—538,919-538,919-100%$274.6M———
Envestnet Asset Management Inc
N/A—498,324-498,324-100%$253.9M———
First Trust Advisors LP
N/A—469,401-469,401-100%$239.1M———
Barclays PLC
N/A—443,499-443,499-100%$225.9M———
UBS Asset Management Americas LLC
N/A—442,917-442,917-100%$225.6M———
Vanguard Global Advisers, LLC
N/A—437,923-437,923-100%$223.1M———
Vanguard Asset Management, Ltd
N/A—421,486-421,486-100%$214.7M———
California Public Employees Retirement System
N/A—415,374-415,374-100%$211.6M———
PNC Financial Services Group, Inc.
N/A—413,620-413,620-100%$210.7M———
HighTower Advisors, LLC
N/A—412,521-412,521-100%$210.2M———
SG Americas Securities, LLC
N/A—400,393-400,393-100%$204.0M———
Balyasny Asset Management L.P.
N/A—371,607-371,607-100%$189.3M———
D. E. Shaw & Co., Inc.
N/A—370,609-370,609-100%$188.8M———
HSBC Holdings PLC
N/A—364,510-364,510-100%$184.5M———
BNP Paribas Financial Markets
N/A—361,467-361,467-100%$184.2M———
Captrust Financial Advisors
N/A—356,669-356,669-100%$181.7M———
Rhumbline Advisers
N/A—349,747-349,747-100%$178.2M———
Lazard Asset Management LLC
N/A—341,001-341,001-100%$173.7M———
California State Teachers Retirement System
N/A—320,001-320,001-100%$163.0M———
Price T Rowe Associates Inc
N/A—302,426-302,426-100%$154.1M———
Renaissance Technologies LLC
N/A—298,520-298,520-100%$152.1M———
Capitolis Liquid Global Markets LLC
N/A—293,919-293,919-100%$149.7M———
Manufacturers Life Insurance Company, the
N/A—291,171-291,171-100%$148.3M———
Victory Capital Management Inc
N/A—272,101-272,101-100%$138.6M———
Arrowstreet Capital, Limited Partnership
N/A—268,317-268,317-100%$136.7M———
Royal London Asset Management LTD
N/A—263,615-263,615-100%$134.3M———
Hotchkis & Wiley Capital Management LLC
N/A—256,530-256,530-100%$130.7M———
Jones Financial Companies Lllp
N/A—255,966-255,966-100%$129.9M———
Cetera Investment Advisers
N/A—249,393-249,393-100%$127.1M———
Vident Advisory, LLC
N/A—247,845-247,845-100%$126.3M———
Russell Investments Group, Ltd.
N/A—234,249-234,249-100%$119.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—233,616-233,616-100%$119.0M———
Credit Agricole S A
N/A—229,217-229,217-100%$116.8M———
Alliancebernstein L.P.
N/A—229,048-229,048-100%$138.4M———
New York State Common Retirement Fund
N/A—222,515-222,515-100%$113.4M———
Susquehanna International Group, LLP
N/A—219,252-219,252-100%$111.7M———
National Bank of Canada
N/A—219,051-219,051-100%$111.6M———
Focus Partners Wealth
N/A—215,672-215,672-100%$109.9M———
American Century Companies Inc
N/A—200,484-200,484-100%$102.1M———
Macquarie Group LTD
N/A—197,738-197,738-100%$100.7M———
Jacobs Levy Equity Management, Inc
N/A—187,506-187,506-100%$95.5M———
ING Groep NV
N/A—185,946-185,946-100%$94.7M———
M&T Bank Corp
N/A—180,309-180,309-100%$91.9M———
State Board of Administration of Florida Retirement System
N/A—172,705-172,705-100%$88.0M———
Chevy Chase Trust Holdings, LLC
N/A—171,822-171,822-100%$87.5M———
Osaic Holdings, Inc.
N/A—170,121-170,121-100%$86.8M———
Cerity Partners LLC
N/A—168,032-168,032-100%$85.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—167,020-167,020-100%$85.1M———
Penserra Capital Management LLC
N/A—164,914-164,914-100%$84.0M———
Korea Investment Corp
N/A—164,002-164,002-100%$83.6M———
Commerce Bank
N/A—163,693-163,693-100%$83.4M———
Migdal Insurance & Financial Holdings Ltd.
N/A—158,939-158,939-100%$81.0M———
LSV Asset Management
N/A—158,818-158,818-100%$80.9M———
Bank of Nova Scotia
N/A—157,217-157,217-100%$80.1M———
Mariner, LLC
N/A—150,186-150,186-100%$76.5M———
Schroder Investment Management Group
N/A—146,778-146,778-100%$73.7M———
Rockefeller Capital Management L.P.
N/A—141,581-141,581-100%$72.1M———
Acadian Asset Management LLC
N/A—139,197-139,197-100%$70.9M———
Natixis Advisors, LLC
N/A—135,505-135,505-100%$69.0M———
Adage Capital Partners GP, L.L.C.
N/A—131,793-131,793-100%$67.1M———
Voloridge Investment Management, LLC
N/A—130,236-130,236-100%$66.4M———
Defiance ETFs, LLC
N/A—127,595-127,595-100%$66.6M———
Prudential Financial Inc
N/A—126,828-126,828-100%$64.6M———
Natixis
N/A—126,380-126,380-100%$64.4M———
Janney Montgomery Scott LLC
N/A—120,100-120,100-100%$61.2M———
Millennium Management LLC
N/A—116,139-116,139-100%$59.2M———
First Financial Bankshares Inc
N/A—111,296-111,296-100%$56.7M———
State of Wisconsin Investment Board
N/A—110,612-110,612-100%$56.4M———
SEI Investments Co
N/A—108,128-108,128-100%$55.1M———
Zacks Investment Management
N/A—106,987-106,987-100%$54.5M———
Quantinno Capital Management LP
N/A—105,029-105,029-100%$53.5M———
Pinnacle Financial Partners, Inc.
N/A—104,999-104,999-100%$53.5M———
Schonfeld Strategic Advisors LLC
N/A—100,502-100,502-100%$51.2M———
Canada Life Assurance Co
N/A—96,671-96,671-100%$49.1M———
Tidal Investments LLC
N/A—96,394-96,394-100%$49.1M———
Marshall Wace, LLP
N/A—96,385-96,385-100%$49.1M———
Nomura Asset Management Co LTD
N/A—94,851-94,851-100%$48.3M———
NewEdge Wealth, LLC
N/A—94,347-94,347-100%$48.1M———
Vanguard Investments Australia, Ltd.
N/A—93,657-93,657-100%$47.7M———
Mercer Global Advisors Inc
N/A—93,283-93,283-100%$47.5M———
TD Asset Management Inc
N/A—92,334-92,334-100%$47.0M———
CIBC Bancorp USA Inc.
N/A—92,193-92,193-100%$47.0M———
Baird Financial Group, Inc.
N/A—91,493-91,493-100%$46.6M———
Toronto Dominion Bank
N/A—91,401-91,401-100%$46.6M———
MML Investors Services, LLC
N/A—90,946-90,946-100%$46.3M———
Advisors Capital Management, LLC
N/A—90,123-90,123-100%$45.9M———
&partners
N/A—89,015-89,015-100%$45.3M———
Junto Capital Management LP
N/A—88,117-88,117-100%$44.9M———
Scharf Investments, LLC
N/A—87,401-87,401-100%$44.5M———
Treasurer of the State of North Carolina
N/A—86,525-86,525-100%$44.1M———
Berkshire Asset Management LLC
N/A—86,366-86,366-100%$44.0M———
Intech Investment Management LLC
N/A—85,954-85,954-100%$43.8M———
Federated Hermes, Inc.
N/A—85,663-85,663-100%$43.6M———
RNC Capital Management LLC
N/A—84,331-84,331-100%$43.0M———
Capital Advisors Inc
N/A—80,792-80,792-100%$41.2M———
Neuberger Berman Group LLC
N/A—80,085-80,085-100%$40.8M———
Point72 Asset Management, L.P.
N/A—78,677-78,677-100%$40.1M———
Squarepoint Ops LLC
N/A—78,549-78,549-100%$40.0M———
Teacher Retirement System of Texas
N/A—77,059-77,059-100%$39.3M———
Public Employees Retirement System of Ohio
N/A—76,897-76,897-100%$39.2M———
Walleye Capital LLC
N/A—76,600-76,600-100%$39.0M———
Ensign Peak Advisors, Inc
N/A—75,472-75,472-100%$38.4M———
Gotham Asset Management, LLC
N/A—74,978-74,978-100%$38.2M———
Huntington National Bank
N/A—74,765-74,765-100%$38.1M———
Tredje Ap-fonden
N/A—72,537-72,537-100%$37.0M———
River Road Asset Management, LLC
N/A—68,915-68,915-100%$35.1M———
State of Tennessee, Department of Treasury
N/A—68,650-68,650-100%$35.0M———
Hancock Prospecting Pty Ltd
N/A—68,000-68,000-100%$34.6M———
Voya Investment Management LLC
N/A—67,635-67,635-100%$34.5M———
IEQ Capital, LLC
N/A—66,452-66,452-100%$33.9M———
Resona Asset Management Co.,Ltd.
N/A—66,275-66,275-100%$33.7M———
Minneapolis Portfolio Management Group, LLC
N/A—64,720-64,720-100%$33.0M———
Steward Partners Investment Advisory, LLC
N/A—61,588-61,588-100%$31.4M———
Beacon Pointe Advisors, LLC
N/A—61,354-61,354-100%$31.3M———
Aberdeen Group plc
N/A—61,309-61,309-100%$31.2M———
Tudor Investment Corp ET AL
N/A—59,935-59,935-100%$30.5M———
Bluespring Wealth Management, LLC
N/A—59,566-59,566-100%$30.3M———
Sanctuary Advisors, LLC
N/A—57,477-57,477-100%$29.3M———
Empowered Funds, LLC
N/A—56,319-56,319-100%$28.7M———
Cannell & Spears LLC
N/A—56,236-56,236-100%$28.7M———
MetLife Investment Management, LLC
N/A—54,402-54,402-100%$27.7M———
Windward Capital Management Co
N/A—54,292-54,292-100%$27.7M———
O'shaughnessy Asset Management, LLC
N/A—53,910-53,910-100%$27.5M———
Freestone Grove Partners LP
N/A—53,493-53,493-100%$27.3M———
Titan Investment Solutions Ltd
N/A—49,529-49,529-100%$25.2M———
Old West Investment Management, LLC
N/A—48,441-48,441-100%$24.7M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—47,840-47,840-100%$24.4M———
Martingale Asset Management L P
N/A—47,657-47,657-100%$24.3M———
CIBC World Market Inc.
N/A—44,904-44,904-100%$22.9M———
Northwestern Mutual Wealth Management Co
N/A—44,726-44,726-100%$22.8M———
Pinebridge Investments LLC
N/A—44,533-44,533-100%$22.7M———
Clearbridge Investments, LLC
N/A—43,921-43,921-100%$22.4M———
Rafferty Asset Management, LLC
N/A—43,518-43,518-100%$22.2M———
Stephens Inc
N/A—42,868-42,868-100%$21.9M———
Clough Capital Partners L P
N/A—41,803-41,803-100%$21.3M———
NewEdge Advisors, LLC
N/A—41,792-41,792-100%$21.3M———
Advisors Asset Management, Inc.
N/A—40,501-40,501-100%$20.6M———
Haverford Trust Co
N/A—40,161-40,161-100%$20.5M———
MAI Capital Management
N/A—39,306-39,306-100%$20.0M———
Bridgewater Associates, LP
N/A—38,715-38,715-100%$19.7M———
Benjamin Edwards Inc
N/A—37,723-37,723-100%$19.2M———
Varma Mutual Pension Insurance Co
N/A—36,600-36,600-100%$18.6M———
EP Wealth Advisors, LLC
N/A—36,580-36,580-100%$18.6M———
Vanguard Personalized Indexing Management, LLC
N/A—35,818-35,818-100%$18.2M———
Blair William & Co
N/A—35,802-35,802-100%$18.2M———
Van Eck Associates Corp
N/A—35,574-35,574-100%$18.1M———
Edgar Lomax Co
N/A—35,404-35,404-100%$18.0M———
Nomura Asset Management International Inc.
N/A—34,777-34,777-100%$17.7M———
Fora Capital, LLC
N/A—34,450-34,450-100%$17.5M———
FIL Ltd
N/A—34,195-34,195-100%$17.4M———
CCM Investment Advisers LLC
N/A—33,571-33,571-100%$17.1M———
Woodline Partners LP
N/A—33,382-33,382-100%$17.0M———
Equitable Holdings, Inc.
N/A—32,626-32,626-100%$16.6M———
Atlantic Union Bankshares Corp
N/A—32,477-32,477-100%$16.5M———
Quadrature Capital Ltd
N/A—32,399-32,399-100%$16.5M———
Public Sector Pension Investment Board
N/A—32,377-32,377-100%$16.5M———
RWA Wealth Partners, LLC
N/A—32,296-32,296-100%$16.5M———
OAK Associates LTD
N/A—32,133-32,133-100%$16.4M———
Cresset Asset Management, LLC
N/A—31,490-31,490-100%$16.0M———
Avenir Corp
N/A—31,375-31,375-100%$16.0M———
Private Advisor Group, LLC
N/A—31,228-31,228-100%$15.9M———
British Columbia Investment Management Corp
N/A—31,118-31,118-100%$15.9M———
Brown Advisory Inc
N/A—30,907-30,907-100%$15.7M———
Utah Retirement Systems
N/A—30,842-30,842-100%$15.7M———
FourThought Financial Partners, LLC
N/A—30,728-30,728-100%$15.7M———
Police & Firemen's Retirement System of New Jersey
N/A—30,416-30,416-100%$15.5M———
Waverly Advisors, LLC
N/A—30,129-30,129-100%$15.3M———
Rheos Capital Works Inc.
N/A—30,000-30,000-100%$15.3M———
Hikari Tsushin, Inc.
N/A—29,045-29,045-100%$14.8M———
Amundi
N/A—29,010-29,010-100%$14.8M———
Epoch Investment Partners, Inc.
N/A—28,995-28,995-100%$14.8M———
Allworth Financial LP
N/A—28,956-28,956-100%$14.8M———
Pathstone Holdings, LLC
N/A—28,500-28,500-100%$14.5M———
Verition Fund Management LLC
N/A—28,206-28,206-100%$14.4M———
Nissay Asset Management Corp N
N/A—28,132-28,132-100%$14.3M———
NS Partners Ltd
N/A—27,709-27,709-100%$14.1M———
Advisory Services Network, LLC
N/A—27,307-27,307-100%$13.9M———
Wealthfront Advisers LLC
N/A—27,262-27,262-100%$13.9M———
Miramar Capital, LLC
N/A—27,252-27,252-100%$13.9M———
NWI Management LP
N/A—27,000-27,000-100%$13.8M———
Public Employees Retirement Association of Colorado
N/A—26,374-26,374-100%$13.4M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—25,639-25,639-100%$13.1M———
Federation des caisses Desjardins du Quebec
N/A—25,476-25,476-100%$13.0M———
Arax Advisory Partners
N/A—25,376-25,376-100%$12.9M———
Hancock Whitney Corp
N/A—25,364-25,364-100%$12.9M———
Vestcor Inc
N/A—25,285-25,285-100%$12.9M———
Paradiem, LLC
N/A—25,021-25,021-100%$12.7M———
First Long Island Investors, LLC
N/A—24,948-24,948-100%$12.7M———
Alley Investment Management Company, LLC
N/A—24,723-24,723-100%$12.6M———
XTX Topco Ltd
N/A—24,497-24,497-100%$12.5M———
Empower Advisory Group, LLC
N/A—24,412-24,412-100%$12.4M———
Westwood Holdings Group Inc
N/A—24,263-24,263-100%$12.4M———
Life Cycle Investment Partners Ltd
N/A—23,801-23,801-100%$12.1M———
Biondo Investment Advisors, LLC
N/A—23,608-23,608-100%$12.0M———
Group One Trading LLC
N/A—23,584-23,584-100%$12.0M———
Integrated Wealth Concepts LLC
N/A—23,400-23,400-100%$11.9M———
Glenmede Trust Co NA
N/A—23,223-23,223-100%$11.8M———
South Dakota Investment Council
N/A—22,829-22,829-100%$11.6M———
Sequoia Financial Advisors, LLC
N/A—22,606-22,606-100%$11.5M———
Elo Mutual Pension Insurance Co
N/A—22,245-22,245-100%$11.3M———
Argent Trust Co
N/A—22,234-22,234-100%$11.3M———
Meeder Asset Management Inc
N/A—21,662-21,662-100%$11.0M———
Level Four Advisory Services, LLC
N/A—21,578-21,578-100%$11.0M———
Nomura Holdings Inc
N/A—21,348-21,348-100%$10.9M———
Summit Trail Advisors, LLC
N/A—21,091-21,091-100%$10.7M———
Johnson Investment Counsel Inc
N/A—20,953-20,953-100%$10.7M———
Horizon Investments, LLC
N/A—20,738-20,738-100%$10.6M———
Wills Financial Group LLC
N/A—20,488-20,488-100%$10.4M———
RBO & Co LLC
N/A—20,359-20,359-100%$10.4M———
Pine Valley Investments Ltd Liability Co
N/A—20,346-20,346-100%$10.4M———
Arkadios Wealth Advisors
N/A—20,135-20,135-100%$10.3M———
Gabelli Funds LLC
N/A—19,927-19,927-100%$10.2M———
Bogart Wealth, LLC
N/A—19,815-19,815-100%$10.1M———
SlateStone Wealth, LLC
N/A—19,466-19,466-100%$9.9M———
Jaffetilchin Investment Partners, LLC
N/A—19,409-19,409-100%$9.9M———
Scotia Capital Inc.
N/A—19,392-19,392-100%$9.9M———
Pacer Advisors, Inc.
N/A—19,369-19,369-100%$9.9M———
Bradley Foster & Sargent Inc
N/A—19,173-19,173-100%$9.8M———
Jane Street Group, LLC
N/A—19,171-19,171-100%$9.8M———
Kingsview Wealth Management, LLC
N/A—19,101-19,101-100%$9.7M———
Osmosis Investment Management UK Ltd
N/A—18,472-18,472-100%$9.4M———
Nykredit A/S
N/A—18,442-18,442-100%$9.4M———
Merit Financial Group, LLC
N/A—18,438-18,438-100%$9.4M———
Ironwood Investment Counsel, LLC
N/A—18,356-18,356-100%$9.4M———
Great Lakes Advisors, LLC
N/A—18,239-18,239-100%$9.3M———
Savant Capital, LLC
N/A—18,182-18,182-100%$10.2M———
Jain Global LLC
N/A—17,728-17,728-100%$9.0M———
Destination Wealth Management
N/A—17,585-17,585-100%$9.0M———
Bcwm, LLC
N/A—17,567-17,567-100%$8.9M———
Worldquant Millennium Advisors LLC
N/A—17,552-17,552-100%$8.9M———
Peapack Gladstone Financial Corp
N/A—17,431-17,431-100%$8.9M———
Campion Asset Management
N/A—17,392-17,392-100%$8.9M———
Aptus Capital Advisors, LLC
N/A—17,201-17,201-100%$8.8M———
Azimuth Capital Investment Management LLC
N/A—17,114-17,114-100%$8.7M———
IQ EQ Fund Management (Ireland) Ltd
N/A—17,111-17,111-100%$8.7M———
Allstate Corp
N/A—17,053-17,053-100%$8.7M———
Wesleyan Assurance Society
N/A—17,000-17,000-100%$8.7M———
King Wealth Management Group
N/A—16,954-16,954-100%$8.6M———
HBK Sorce Advisory LLC
N/A—16,878-16,878-100%$9.7M———
Abacus FCF Advisors LLC
N/A—16,807-16,807-100%$8.6M———
Leavell Investment Management, Inc.
N/A—16,806-16,806-100%$8.6M———
Focus Partners Advisor Solutions, LLC
N/A—16,577-16,577-100%$8.4M———
Fayez Sarofim & Co
N/A—16,487-16,487-100%$8.4M———
Donaldson Capital Management, LLC
N/A—16,371-16,371-100%$8.3M———
Teachers Retirement System of the State of Kentucky
N/A—16,122-16,122-100%$8.2M———
Lowe Brockenbrough & Co Inc
N/A—16,069-16,069-100%$8.2M———
Freestone Capital Holdings, LLC
N/A—16,047-16,047-100%$8.2M———
Geneos Wealth Management Inc.
N/A—15,965-15,965-100%$8.1M———
Mizuho Securities USA LLC
N/A—15,884-15,884-100%$8.1M———
Silvercrest Asset Management Group LLC
N/A—15,867-15,867-100%$8.1M———
Rockbridge Asset Management LLC
N/A—15,739-15,739-100%$8.0M———
Alphadyne Asset Management LP
N/A—15,545-15,545-100%$7.9M———
Red Door Wealth Management, LLC
N/A—15,490-15,490-100%$7.9M———
CI Investments Inc.
N/A—15,252-15,252-100%$7.8M———
Simmons Bank
N/A—15,236-15,236-100%$7.8M———
Occudo Quantitative Strategies LP
N/A—15,184-15,184-100%$7.7M———
New England Asset Management Inc
N/A—15,065-15,065-100%$7.7M———
Hudson Bay Capital Management LP
N/A—15,000-15,000-100%$7.6M———
ARK Investment Management LLC
N/A—14,806-14,806-100%$7.5M———
Birmingham Capital Management Co Inc
N/A—14,765-14,765-100%$7.5M———
Schulhoff & Co Inc
N/A—14,687-14,687-100%$7.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—14,291-14,291-100%$7.3M———
Colonial Trust Advisors
N/A—14,233-14,233-100%$7.3M———
Mawer Investment Management Ltd.
N/A—14,217-14,217-100%$7.2M———
EagleClaw Capital Managment, LLC
N/A—14,128-14,128-100%$7.2M———
Independent Advisor Alliance
N/A—13,840-13,840-100%$7.1M———
UMB Bank, n.a.
N/A—13,772-13,772-100%$7.0M———
Calydon Capital
N/A—13,721-13,721-100%$7.0M———
United Bank
N/A—13,642-13,642-100%$7.0M———
Clearstead Advisors, LLC
N/A—13,629-13,629-100%$6.9M———
Morningstar Investment Management LLC
N/A—13,577-13,577-100%$8.2M———
Lafayette Investments, Inc.
N/A—13,371-13,371-100%$6.8M———
Investment Management Corp of Ontario
N/A—13,229-13,229-100%$6.7M———
KKM Financial LLC
N/A—13,218-13,218-100%$6.7M———
Rothschild Investment LLC
N/A—13,180-13,180-100%$6.7M———
Jupiter Topco LLC
N/A—13,071-13,071-100%$6.7M———
World Investment Advisors
N/A—13,028-13,028-100%$7.6M———
IHT Wealth Management, LLC
N/A—13,027-13,027-100%$6.6M———
QRG Capital Management, Inc.
N/A—13,021-13,021-100%$6.6M———
Kentucky Retirement Systems
N/A—13,021-13,021-100%$6.6M———
SageGuard Financial Group, LLC
N/A—12,986-12,986-100%$6.6M———
Mufg Securities Emea plc
N/A—12,969-12,969-100%$6.6M———
Omers Administration Corp
N/A—12,917-12,917-100%$6.6M———
Mutual Advisors, LLC
N/A—12,854-12,854-100%$6.5M———
Orion Porfolio Solutions, LLC
N/A—12,783-12,783-100%$6.5M———
Norinchukin Bank, The
N/A—12,705-12,705-100%$6.5M———
Infrastructure Capital Advisors, LLC
N/A—12,554-12,554-100%$6.4M———
Bartlett & Co. Wealth Management LLC
N/A—12,501-12,501-100%$6.4M———
Cape COD Five Cents Savings Bank
N/A—12,487-12,487-100%$6.4M———
Rathbones Group PLC
N/A—12,236-12,236-100%$6.2M———
Morgan Dempsey Capital Management LLC
N/A—12,207-12,207-100%$6.2M———
Trust Co of Kansas
N/A—12,172-12,172-100%$6.2M———
Kesler, Norman & Wride, LLC
N/A—12,120-12,120-100%$6.2M———
Segall Bryant & Hamill, LLC
N/A—12,022-12,022-100%$6.1M———
Brown Brothers Harriman & Co
N/A—11,799-11,799-100%$6.0M———
Outlook Capital Management, LLC
N/A—11,782-11,782-100%$6.0M———
Havemeyer Place LP
N/A—11,748-11,748-100%$6.0M———
Bessemer Group Inc
N/A—11,743-11,743-100%$6.0M———
Stratos Wealth Partners, Ltd.
N/A—11,687-11,687-100%$6.0M———
Menlo Advisors LLC
N/A—11,686-11,686-100%$6.0M———
Apriem Advisors
N/A—11,541-11,541-100%$5.9M———
MainStreet Investment Advisors LLC
N/A—11,520-11,520-100%$5.9M———
Northwest Bancshares, Inc.
N/A—11,473-11,473-100%$5.8M———
Cary Street Partners Financial LLC
N/A—11,471-11,471-100%$5.8M———
Callan Family Office, LLC
N/A—11,401-11,401-100%$5.8M———
Ameritas Advisory Services, LLC
N/A—11,384-11,384-100%$5.8M———
Fiduciary Trust Co
N/A—11,269-11,269-100%$5.7M———
Boston Research & Management Inc
N/A—11,177-11,177-100%$5.7M———
Amova Asset Management Americas, Inc.
N/A—11,140-11,140-100%$5.7M———
Numerai GP LLC
N/A—11,060-11,060-100%$5.6M———
Ariel Investments, LLC
N/A—11,045-11,045-100%$5.6M———
Johnson Financial Group, Inc.
N/A—11,036-11,036-100%$5.6M———
Lumbard & Kellner, LLC
N/A—10,987-10,987-100%$5.6M———
Bleakley Financial Group, LLC
N/A—10,741-10,741-100%$5.5M———
B & T Capital Management DBA Alpha Capital Management
N/A—10,456-10,456-100%$5.3M———
Union Heritage Capital, LLC
N/A—10,404-10,404-100%$5.3M———
Guggenheim Capital LLC
N/A—10,332-10,332-100%$5.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—10,263-10,263-100%$5.2M———
Concentric Capital Strategies, LP
N/A—10,213-10,213-100%$5.2M———
Foundations Investment Advisors, LLC
N/A—10,205-10,205-100%$5.2M———
One Capital Management, LLC
N/A—10,163-10,163-100%$6.1M———
BFC Planning, Inc.
N/A—10,096-10,096-100%$5.1M———
Stock Yards Bank & Trust Co
N/A—9,887-9,887-100%$5.0M———
Quotient Wealth Partners, LLC
N/A—9,784-9,784-100%$5.0M———
Vinva Investment Management Ltd
N/A—9,724-9,724-100%$4.9M———
Thomasville National Bank
N/A—9,612-9,612-100%$4.9M———
Wealth Advisors of Tampa Bay, LLC
N/A—9,608-9,608-100%$4.9M———
Logan Capital Management Inc
N/A—9,497-9,497-100%$4.8M———
Cvfg LLC
N/A—9,417-9,417-100%$4.8M———
OneDigital Investment Advisors LLC
N/A—9,414-9,414-100%$4.8M———
Global Retirement Partners, LLC
N/A—9,385-9,385-100%$4.8M———
Hamel Associates, Inc.
N/A—9,305-9,305-100%$4.7M———
Hantz Financial Services, Inc.
N/A—9,269-9,269-100%$4.7M———
United Capital Financial Advisors, LLC
N/A—9,222-9,222-100%$4.7M———
F/m Investments LLC
N/A—9,107-9,107-100%$4.6M———
Morton Community Bank
N/A—9,093-9,093-100%$4.6M———
Heritage Trust Co
N/A—9,045-9,045-100%$4.6M———
Empirical Finance, LLC
N/A—9,005-9,005-100%$4.6M———
Coastal Bridge Advisors, LLC
N/A—8,929-8,929-100%$4.5M———
Great Valley Advisor Group, Inc.
N/A—8,859-8,859-100%$4.5M———
Capital Analysts, LLC
N/A—8,745-8,745-100%$4.5M———
Graham Capital Management, L.P.
N/A—8,663-8,663-100%$4.4M———
Motco
N/A—8,653-8,653-100%$4.4M———
Truvestments Capital LLC
N/A—8,570-8,570-100%$4.4M———
First National Bank of Omaha
N/A—8,546-8,546-100%$4.3M———
Barbara Oil Co.
N/A—8,500-8,500-100%$4.3M———
Amica Mutual Insurance Co
N/A—8,463-8,463-100%$4.3M———
Flputnam Investment Management Co
N/A—8,438-8,438-100%$4.3M———
Voya Financial Advisors, Inc.
N/A—8,377-8,377-100%$4.2M———
Moors & Cabot, Inc.
N/A—8,360-8,360-100%$4.3M———
Whalerock Point Partners, LLC
N/A—8,349-8,349-100%$4.3M———
Buffalo Business & Estate Services LTD
N/A—8,265-8,265-100%$4.2M———
Wealthspire Advisors, LLC
N/A—8,209-8,209-100%$4.2M———
Savvy Advisors, Inc.
N/A—8,198-8,198-100%$4.2M———
NorthRock Partners, LLC
N/A—8,170-8,170-100%$4.2M———
Whittier Trust Co
N/A—8,107-8,107-100%$4.4M———
Patrick Mauro Investment Advisor, Inc.
N/A—8,080-8,080-100%$4.1M———
Harvest Portfolios Group Inc.
N/A—8,077-8,077-100%$4.1M———
Harbour Investments, Inc.
N/A—8,057-8,057-100%$4.1M———
Fidelis Capital Partners, LLC
N/A—8,020-8,020-100%$4.1M———
Kavar Capital Partners Group, LLC
N/A—7,977-7,977-100%$4.1M———
Core Alternative Capital
N/A—7,904-7,904-100%$4.0M———
Dakota Wealth Management
N/A—7,696-7,696-100%$3.9M———
Colonial Trust Co / SC
N/A—7,693-7,693-100%$3.9M———
PYA Waltman Capital, LLC
N/A—7,654-7,654-100%$3.9M———
Parallax Volatility Advisers, L.P.
N/A—7,654-7,654-100%$3.9M———
AE Wealth Management LLC
N/A—7,626-7,626-100%$3.9M———
U S Wealth Group, Llc.
N/A—7,555-7,555-100%$3.8M———
Curi Capital, LLC
N/A—7,506-7,506-100%$3.8M———
Weik Capital Management
N/A—7,482-7,482-100%$3.8M———
Diversified Trust Co
N/A—7,372-7,372-100%$3.8M———
Aigen Investment Management, LP
N/A—7,288-7,288-100%$3.7M———
HM Payson & Co
N/A—7,258-7,258-100%$3.7M———
Bowen Hanes & Co Inc
N/A—7,218-7,218-100%$4.4M———
Woodbridge Co LTD
N/A—7,214-7,214-100%$3.7M———
Principal Securities, Inc.
N/A—7,179-7,179-100%$3.7M———
Essex Financial Services, Inc.
N/A—7,100-7,100-100%$3.6M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—7,000-7,000-100%$3.6M———
Meeder Advisory Services, Inc.
N/A—6,983-6,983-100%$3.6M———
McDonough Capital Management, Inc
N/A—6,954-6,954-100%$3.5M———
Tower Bridge Advisors
N/A—6,952-6,952-100%$3.5M———
Fort Sheridan Advisors LLC
N/A—6,844-6,844-100%$3.5M———
Xcelsior Advisor Partners LLC
N/A—6,804-6,804-100%$3.5M———
Belpointe Asset Management LLC
N/A—6,764-6,764-100%$3.4M———
SIT Investment Associates Inc
N/A—6,760-6,760-100%$3.4M———
Intellectus Partners, LLC
N/A—6,729-6,729-100%$3.4M———
Man Group plc
N/A—6,709-6,709-100%$3.4M———
Abbot Financial Management, Inc.
N/A—6,678-6,678-100%$3.4M———
Engineers Gate Manager LP
N/A—6,674-6,674-100%$3.4M———
Canada Post Corp Registered Pension Plan
N/A—6,661-6,661-100%$3.4M———
Twin Capital Management Inc
N/A—6,641-6,641-100%$3.4M———
Marshall Financial Group, LLC
N/A—6,550-6,550-100%$3.3M———
Beacon Investment Advisors LLC
N/A—6,518-6,518-100%$3.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—6,505-6,505-100%$3.3M———
Sharpepoint LLC
N/A—6,493-6,493-100%$3.3M———
BankPlus Trust Department
N/A—6,414-6,414-100%$3.3M———
Sierra Legacy Group
N/A—6,406-6,406-100%$3.3M———
1ST Source Bank
N/A—6,403-6,403-100%$3.3M———
P.A.W. Capital Corp
N/A—6,388-6,388-100%$3.3M———
Fisher Asset Management, LLC
N/A—6,323-6,323-100%$3.2M———
Centric Wealth Management
N/A—6,208-6,208-100%$3.2M———
Zhang Financial LLC
N/A—6,175-6,175-100%$3.1M———
Dean Investment Associates, LLC
N/A—6,159-6,159-100%$3.1M———
Modus Advisors, LLC
N/A—6,126-6,126-100%$3.1M———
Mufg Securities Americas Inc.
N/A—6,111-6,111-100%$3.1M———
Moneta Group Investment Advisors LLC
N/A—6,063-6,063-100%$3.1M———
M3 Wealth Management, LLC
N/A—5,980-5,980-100%$3.0M———
Nikulski Financial, Inc.
N/A—5,962-5,962-100%$3.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—5,954-5,954-100%$3.0M———
Talon Private Wealth, LLC
N/A—5,852-5,852-100%$3.0M———
Oxbow Advisors, LLC
N/A—5,845-5,845-100%$3.0M———
Qsemble Capital Management, LP
N/A—5,815-5,815-100%$3.0M———
Summit Financial, LLC
N/A—5,797-5,797-100%$3.0M———
Community Bank, N.A.
N/A—5,796-5,796-100%$3.0M———
Vision Retirement, LLC
N/A—5,731-5,731-100%$2.9M———
Ameritas Investment Partners, Inc.
N/A—5,727-5,727-100%$2.9M———
Caxton Associates LLP
N/A—5,725-5,725-100%$2.9M———
Bridges Investment Management Inc
N/A—5,701-5,701-100%$2.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,698-5,698-100%$2.9M———
Whittier Trust Co of Nevada Inc
N/A—5,660-5,660-100%$3.0M———
Gladstone Institutional Advisory LLC
N/A—5,598-5,598-100%$2.9M———
SouthState Bank Corp
N/A—5,574-5,574-100%$2.8M———
Zurich Insurance Group Ltd
N/A—5,480-5,480-100%$2.8M———
Western Wealth Management, LLC
N/A—5,478-5,478-100%$2.8M———
Hall Capital Management Co Inc
N/A—5,478-5,478-100%$2.8M———
Shelton Capital Management
N/A—5,453-5,453-100%$2.8M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—5,404-5,404-100%$2.8M———
Securian Asset Management, Inc
N/A—5,394-5,394-100%$2.7M———
Envestnet Portfolio Solutions, Inc.
N/A—5,391-5,391-100%$2.7M———
PFG Investments, LLC
N/A—5,351-5,351-100%$2.7M———
Advisory Research Inc
N/A—5,343-5,343-100%$2.7M———
Meiji Yasuda Asset Management Co Ltd.
N/A—5,339-5,339-100%$2.7M———
Clark Capital Management Group, Inc.
N/A—5,210-5,210-100%$2.7M———
Entropy Technologies, LP
N/A—5,144-5,144-100%$2.6M———
Advisory Alpha, LLC
N/A—5,113-5,113-100%$2.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—5,101-5,101-100%$2.6M———
Money Concepts Capital Corp
N/A—5,042-5,042-100%$2.6M———
Militia Capital Management LLC
N/A—5,000-5,000-100%$2.5M———
FCA Corp
N/A—4,995-4,995-100%$2.5M———
Callahan Advisors, LLC
N/A—4,980-4,980-100%$2.5M———
Fox Hill Wealth Management
N/A—4,974-4,974-100%$2.5M———
Quantitative Investment Management, LLC
N/A—4,974-4,974-100%$2.5M———
Coldstream Capital Management Inc
N/A—4,965-4,965-100%$2.5M———
Performance Wealth Partners, LLC
N/A—4,962-4,962-100%$2.5M———
Rehmann Capital Advisory Group
N/A—4,958-4,958-100%$2.5M———
Orleans Capital Management Corp
N/A—4,926-4,926-100%$2.5M———
Metis Global Partners, LLC
N/A—4,904-4,904-100%$2.5M———
Massachusetts Financial Services Co
N/A—4,886-4,886-100%$3.2M———
Pure Financial Advisors, LLC
N/A—4,818-4,818-100%$2.5M———
Wimmer Associates 1, LLC
N/A—4,792-4,792-100%$2.4M———
WealthShield Partners, LLC
N/A—4,747-4,747-100%$2.4M———
Westerkirk Capital Inc.
N/A—4,728-4,728-100%$2.4M———
Argo Wealth Advisory, LLC
N/A—4,719-4,719-100%$2.4M———
RB Capital Management, LLC
N/A—4,660-4,660-100%$2.4M———
Caprock Group, LLC
N/A—4,656-4,656-100%$2.4M———
Kirtland Hills Capital Management, LLC
N/A—4,611-4,611-100%$2.3M———
Hilltop Holdings Inc.
N/A—4,600-4,600-100%$2.3M———
Brooks, Moore & Associates, Inc.
N/A—4,590-4,590-100%$2.3M———
AXQ Capital, LP
N/A—4,547-4,547-100%$2.3M———
Roundview Capital LLC
N/A—4,525-4,525-100%$2.3M———
Evercore Wealth Management, LLC
N/A—4,521-4,521-100%$2.3M———
Berger Financial Group, Inc
N/A—4,467-4,467-100%$2.3M———
IAM Advisory, LLC
N/A—4,421-4,421-100%$2.3M———
Snowden Capital Advisors LLC
N/A—4,404-4,404-100%$2.2M———
Blue Chip Partners, LLC
N/A—4,374-4,374-100%$2.2M———
Holderness Investments Co
N/A—4,346-4,346-100%$2.2M———
New Age Alpha Advisors, LLC
N/A—4,346-4,346-100%$2.2M———
Buckley Wealth Management, LLC
N/A—4,320-4,320-100%$2.2M———
Pallas Capital Advisors LLC
N/A—4,313-4,313-100%$2.2M———
Alerus Financial NA
N/A—4,276-4,276-100%$2.2M———
Evergreen Wealth Management, LLC
N/A—4,264-4,264-100%$2.2M———
Klingenstein Fields & Co LP
N/A—4,234-4,234-100%$2.2M———
Bridgefront Capital, LLC
N/A—4,224-4,224-100%$2.2M———
Bollard Group LLC
N/A—4,223-4,223-100%$2.2M———
Modern Wealth Management, LLC
N/A—4,216-4,216-100%$2.1M———
Boothbay Fund Management, LLC
N/A—4,204-4,204-100%$2.1M———
Mosaic Family Wealth Partners, LLC
N/A—4,195-4,195-100%$2.1M———
Calton & Associates, Inc.
N/A—4,167-4,167-100%$2.1M———
Capital Financial Group Inc\co\
N/A—4,113-4,113-100%$2.1M———
Fortune Financial Advisors, LLC
N/A—4,078-4,078-100%$2.1M———
Stratos Investment Management, LLC
N/A—4,045-4,045-100%$2.1M———
W1m Asset Management Ltd
N/A—4,005-4,005-100%$2.0M———
Ally Financial Inc.
N/A—4,000-4,000-100%$2.0M———
Nicolet Bankshares Inc
N/A—3,982-3,982-100%$2.1M———
Anchor Investment Management, LLC
N/A—3,951-3,951-100%$2.0M———
Icon Advisers Inc
N/A—3,900-3,900-100%$2.0M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—3,832-3,832-100%$2.0M———
Tower Research Capital LLC (TRC)
N/A—3,807-3,807-100%$1.9M———
Heartland Bank & Trust Co
N/A—3,762-3,762-100%$1.9M———
Ausdal Financial Partners, Inc.
N/A—3,756-3,756-100%$1.9M———
Oversea-Chinese Banking Corp Ltd
N/A—3,746-3,746-100%$1.9M———
Checchi Capital Advisers, LLC
N/A—3,739-3,739-100%$1.9M———
Harvest Investment Advisors, LLC
N/A—3,733-3,733-100%$1.9M———
Chase Investment Counsel Corp
N/A—3,719-3,719-100%$1.9M———
Brevan Howard Capital Management LP
N/A—3,708-3,708-100%$1.9M———
Alteri Wealth LLC
N/A—3,708-3,708-100%$1.9M———
Main Street Financial Solutions, LLC
N/A—3,704-3,704-100%$1.9M———
Easterly Investment Partners LLC
N/A—3,700-3,700-100%$1.9M———
Rockbridge Investment Management, LCC
N/A—3,695-3,695-100%$1.9M———
Silver OAK Securities, Incorporated
N/A—3,653-3,653-100%$1.9M———
Resources Management Corp
N/A—3,610-3,610-100%$1.8M———
Vectors Research Management, LLC
N/A—3,586-3,586-100%$1.8M———
ST Germain D J Co Inc
N/A—3,560-3,560-100%$1.8M———
Valmark Advisers, Inc.
N/A—3,556-3,556-100%$1.8M———
Intrepid Capital Management Inc
N/A—3,540-3,540-100%$1.8M———
Centaurus Financial, Inc.
N/A—3,537-3,537-100%$1.8M———
Smithfield Trust Co
N/A—3,525-3,525-100%$1.8M———
Bank OZK
N/A—3,515-3,515-100%$1.8M———
Spartan Wealth Advisory Services LLC
N/A—3,512-3,512-100%$1.8M———
Virtus Investment Advisers, LLC
N/A—3,511-3,511-100%$1.8M———
Glen Eagle Advisors, LLC
N/A—3,438-3,438-100%$1.8M———
Syon Capital LLC
N/A—3,401-3,401-100%$1.7M———
American Trust Investment Advisors, LLC
N/A—3,390-3,390-100%$1.7M———
Weaver C. Barksdale & Associates, Inc.
N/A—3,385-3,385-100%$1.7M———
Arvest Bank Trust Division
N/A—3,373-3,373-100%$1.7M———
Copley Financial Group, Inc.
N/A—3,363-3,363-100%$1.7M———
SummitTX Capital, L.P.
N/A—3,335-3,335-100%$1.7M———
Alta Wealth Advisors LLC
N/A—3,330-3,330-100%$1.7M———
Insigneo Advisory Services, LLC
N/A—3,313-3,313-100%$1.7M———
Private Wealth Asset Management, LLC
N/A—3,298-3,298-100%$1.7M———
Inceptionr LLC
N/A—3,298-3,298-100%$1.7M———
TCW Group Inc
N/A—3,295-3,295-100%$1.7M———
Tradewinds, Llc.
N/A—3,290-3,290-100%$340.2K———
Dividend Assets Capital, LLC
N/A—3,269-3,269-100%$1.7M———
Stansberry Asset Management, LLC
N/A—3,265-3,265-100%$1.7M———
Sound View Wealth Advisors Group, LLC
N/A—3,230-3,230-100%$1.6M———
Trivium Point Advisory, LLC
N/A—3,215-3,215-100%$1.6M———
Tyche Wealth Partners LLC
N/A—3,190-3,190-100%$1.6M———
Kerrisdale Advisers, LLC
N/A—3,180-3,180-100%$1.6M———
Secured Retirement Advisors, LLC
N/A—3,175-3,175-100%$1.6M———
CreativeOne Wealth, LLC
N/A—3,160-3,160-100%$1.6M———
Ark Wealth Advisors LLC
N/A—3,124-3,124-100%$1.6M———
Access Financial Services, Inc.
N/A—3,109-3,109-100%$1.6M———
Readystate Asset Management LP
N/A—3,109-3,109-100%$1.6M———
Keystone Financial Group
N/A—3,104-3,104-100%$1.6M———
CSS LLC
N/A—3,050-3,050-100%$1.6M———
LRI Investments, LLC
N/A—3,022-3,022-100%$1.5M———
Keynote Financial Services LLC
N/A—3,012-3,012-100%$1.5M———
Webster Bank, N. A.
N/A—2,996-2,996-100%$1.5M———
Ballentine Partners, LLC
N/A—2,984-2,984-100%$1.5M———
Bearing Point Capital, LLC
N/A—2,983-2,983-100%$1.5M———
Composition Wealth, LLC
N/A—2,949-2,949-100%$1.5M———
LOS Angeles Capital Management LLC
N/A—2,949-2,949-100%$1.5M———
Crawford Investment Counsel Inc
N/A—2,948-2,948-100%$1.5M———
First Manhattan Co. Llc.
N/A—2,947-2,947-100%$1.5M———
Quantbot Technologies LP
N/A—2,937-2,937-100%$1.5M———
RiverFront Investment Group, LLC
N/A—2,936-2,936-100%$1.5M———
Christine Messmer PC
N/A—2,929-2,929-100%$1.5M———
First National Bank & Trust Co of Newtown
N/A—2,927-2,927-100%$1.7M———
Townsquare Capital LLC
N/A—2,918-2,918-100%$1.5M———
AFT, Forsyth & Company, Inc.
N/A—2,913-2,913-100%$1.5M———
Coastwise Capital Group, LLC
N/A—2,910-2,910-100%$1.5M———
Kiley Juergens Wealth Management, LLC
N/A—2,904-2,904-100%$1.5M———
Schrum Private Wealth Management LLC
N/A—2,904-2,904-100%$1.4M———
Evolve Private Wealth, LLC
N/A—2,853-2,853-100%$1.5M———
Smartleaf Asset Management LLC
N/A—2,852-2,852-100%$1.4M———
one8zero8, LLC
N/A—2,850-2,850-100%$1.5M———
Roberts Glore & Co Inc
N/A—2,830-2,830-100%$1.4M———
NorthCoast Asset Management LLC
N/A—2,800-2,800-100%$1.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—2,791-2,791-100%$1.4M———
FAS Wealth Partners, Inc.
N/A—2,780-2,780-100%$1.4M———
Aureus Asset Management, LLC
N/A—2,772-2,772-100%$1.4M———
Tiaa Wealth Investment Management LLC
N/A—2,767-2,767-100%$1.4M———
Mendel Capital Management LLC
N/A—2,753-2,753-100%$1.4M———
Himension Capital (Singapore) Pte. Ltd.
N/A—2,741-2,741-100%$1.4M———
Bull Harbor Capital LLC
N/A—2,736-2,736-100%$1.4M———
TCM Advisors, LLC
N/A—2,733-2,733-100%$1.4M———
Moore Capital Management, LP
N/A—2,722-2,722-100%$1.4M———
Stonebridge Financial Group, LLC
N/A—2,719-2,719-100%$1.4M———
Patron Partners, LLC
N/A—2,717-2,717-100%$1.4M———
Cahill Financial Advisors Inc
N/A—2,703-2,703-100%$1.4M———
Vestmark Advisory Solutions, Inc.
N/A—2,679-2,679-100%$1.4M———
First Western Trust Bank
N/A—2,675-2,675-100%$1.4M———
BNP Paribas Asset Management Holding S.A.
N/A—2,668-2,668-100%$1.4M———
Hartford Funds Management Co LLC
N/A—2,661-2,661-100%$1.4M———
Ancora Advisors LLCA
N/A—2,652-2,652-100%$1.4M———
Little House Capital LLC
N/A—2,646-2,646-100%$1.3M———
Odyssey Group, LLC
N/A—2,640-2,640-100%$1.3M———
Innovative Asset Advisors Group, LLC
N/A—2,622-2,622-100%$1.3M———
Smart Money Group LLC
N/A—2,601-2,601-100%$1.3M———
Texas Yale Capital Corp.
N/A—2,594-2,594-100%$1.3M———
Kovack Advisors, Inc.
N/A—2,585-2,585-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—2,574-2,574-100%$1.3M———
Nwam LLC
N/A—2,543-2,543-100%$1.3M———
Hillsdale Investment Management Inc.
N/A—2,540-2,540-100%$1.3M———
Aquatic Capital Management LLC
N/A—2,530-2,530-100%$1.3M———
Aspire Growth Partners LLC
N/A—2,527-2,527-100%$1.3M———
Longfellow Investment Management Co LLC
N/A—2,517-2,517-100%$1.3M———
Frec Markets, Inc.
N/A—2,516-2,516-100%$1.3M———
Proficio Capital Partners LLC
N/A—2,510-2,510-100%$1.3M———
Gamco Investors, Inc. ET AL
N/A—2,508-2,508-100%$1.3M———
Jupiter Wealth Management LLC
N/A—2,500-2,500-100%$1.3M———
AlTi Global, Inc.
N/A—2,486-2,486-100%$1.3M———
Impact Partnership Wealth, LLC
N/A—2,474-2,474-100%$1.3M———
X-Square Capital, LLC
N/A—2,472-2,472-100%$1.3M———
Institute for Wealth Management, Llc.
N/A—2,447-2,447-100%$1.2M———
Financial Engines Advisors L.L.C.
N/A—2,437-2,437-100%$1.2M———
Marble Wealth, LLC
N/A—2,423-2,423-100%$1.2M———
IFG Advisory, LLC
N/A—2,397-2,397-100%$1.2M———
ABN Amro Bank N.V.
N/A—2,395-2,395-100%$1.2M———
Foster & Motley Inc
N/A—2,343-2,343-100%$1.2M———
Triton Financial Group Inc
N/A—2,342-2,342-100%$1.2M———
Nvest Financial, LLC
N/A—2,313-2,313-100%$1.2M———
Prosperity Consulting Group, LLC
N/A—2,309-2,309-100%$1.2M———
Fiduciary Group, LLC
N/A—2,295-2,295-100%$1.2M———
Loudon Investment Management, LLC
N/A—2,289-2,289-100%$1.2M———
Dorsey & Whitney Trust Co LLC
N/A—2,289-2,289-100%$1.2M———
Acorns Advisers, LLC
N/A—2,282-2,282-100%$1.2M———
Wealthedge Investment Advisors, LLC
N/A—2,259-2,259-100%$1.2M———
Mayflower Financial Advisors, LLC
N/A—2,254-2,254-100%$1.1M———
Needham Investment Management LLC
N/A—2,250-2,250-100%$1.1M———
Crews Bank & Trust
N/A—2,200-2,200-100%$1.1M———
SageView Advisory Group, LLC
N/A—2,179-2,179-100%$1.1M———
Baker Avenue Asset Management, LP
N/A—2,141-2,141-100%$1.1M———
CIM Investment Management Inc
N/A—2,138-2,138-100%$1.1M———
First Commonwealth Financial Corp
N/A—2,134-2,134-100%$1.1M———
Seneca House Advisors
N/A—2,117-2,117-100%$1.1M———
Howe & Rusling Inc
N/A—2,115-2,115-100%$1.1M———
Dana Investment Advisors, Inc.
N/A—2,107-2,107-100%$1.1M———
Rice Partnership, LLC
N/A—2,086-2,086-100%$1.1M———
Cascades Capital Asset Management, LLC
N/A—2,069-2,069-100%$1.1M———
Opal Capital LLC
N/A—2,068-2,068-100%$1.1M———
Edgestream Partners, L.P.
N/A—2,068-2,068-100%$1.1M———
Prestige Wealth Management Group LLC
N/A—2,068-2,068-100%$1.1M———
Evernest Financial Advisors, LLC
N/A—2,056-2,056-100%$1.0M———
Wealth Alliance, LLC
N/A—2,050-2,050-100%$1.0M———
denkapparat Operations GmbH
N/A—2,050-2,050-100%$1.0M———
Leigh Baldwin & Co., LLC
N/A—2,040-2,040-100%$1.0M———
Waddell & Associates, LLC
N/A—2,034-2,034-100%$1.0M———
Wulff, Hansen & Co.
N/A—2,031-2,031-100%$1.0M———
Stokes Family Office, LLC
N/A—2,030-2,030-100%$1.0M———
Meridian Wealth Advisors, LLC
N/A—2,004-2,004-100%$1.0M———
Opus Investment Management Inc
N/A—2,000-2,000-100%$1.0M———
Rogco, LP
N/A—1,998-1,998-100%$1.0M———
Pioneer Trust Bank N A
N/A—1,979-1,979-100%$1.0M———
Transcend Capital Advisors, LLC
N/A—1,951-1,951-100%$993.9K———
Wick Capital Partners, LLC
N/A—1,927-1,927-100%$981.9K———
Goldstone Financial Group, LLC
N/A—1,926-1,926-100%$981.3K———
Sienna Gestion
N/A—1,924-1,924-100%$976.8K———
Lcnb Corp
N/A—1,922-1,922-100%$979.2K———
KMT Wealth Management, LLC
N/A—1,902-1,902-100%$969.0K———
Boston Partners
N/A—1,882-1,882-100%$959.0K———
Envision Financial Transparency, LLC
N/A—1,873-1,873-100%$876.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,860-1,860-100%$947.5K———
Dearborn Partners LLC
N/A—1,858-1,858-100%$946.7K———
Rodgers Brothers Inc.
N/A—1,858-1,858-100%$946.6K———
American Money Management, LLC
N/A—1,850-1,850-100%$942.6K———
Chilton Investment Co Inc.
N/A—1,825-1,825-100%$929.8K———
Blackhawk Capital Partners, LLC
N/A—1,819-1,819-100%$926.7K———
Transamerica Financial Advisors, LLC
N/A—1,816-1,816-100%$925.3K———
Faithward Advisors, LLC
N/A—1,814-1,814-100%$924.4K———
Widmann Financial Services, Inc.
N/A—1,812-1,812-100%$923.1K———
Voleon Capital Management LP
N/A—1,808-1,808-100%$921.1K———
Fairfield, Bush & Co.
N/A—1,807-1,807-100%$920.4K———
Becker Capital Management Inc
N/A—1,803-1,803-100%$918.6K———
TRU Independence Asset Management 2, LLC
N/A—1,799-1,799-100%$916.5K———
Titan Wealth (CI) Ltd
N/A—1,785-1,785-100%$908.4K———
AlphaGrep UK Ltd
N/A—1,782-1,782-100%$907.9K———
Alethea Capital Management, LLC
N/A—1,778-1,778-100%$905.8K———
Banco Santander, S.A.
N/A—1,774-1,774-100%$903.8K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,771-1,771-100%$902.0K———
Beaton Management Co. Inc.
N/A—1,755-1,755-100%$894.0K———
Omnia Family Wealth, LLC
N/A—1,750-1,750-100%$891.6K———
SVB Wealth LLC
N/A—1,747-1,747-100%$890.1K———
Castle Wealth Management LLC
N/A—1,739-1,739-100%$885.7K———
Capstone Investment Advisors, LLC
N/A—1,739-1,739-100%$886.0K———
Steigerwald, Gordon & Koch Inc.
N/A—1,737-1,737-100%$885.0K———
Winch Advisory Services, LLC
N/A—1,731-1,731-100%$882.0K———
Ponta Wealth Partners, LLC
N/A—1,717-1,717-100%$874.7K———
Douglass Winthrop Advisors, LLC
N/A—1,714-1,714-100%$873.2K———
Mrwm Advisors, LLC
N/A—1,702-1,702-100%$867.1K———
Founders Financial Alliance, LLC
N/A—1,695-1,695-100%$864.0K———
Palumbo Wealth Management LLC
N/A—1,694-1,694-100%$863.2K———
Novare Capital Management LLC
N/A—1,689-1,689-100%$860.5K———
Signet Private Wealth LLC
N/A—1,673-1,673-100%$852.1K———
Stoneridge Investment Partners LLC
N/A—1,657-1,657-100%$966———
NCM Capital Management, LLC
N/A—1,645-1,645-100%$838.2K———
Westpac Banking Corp
N/A—1,642-1,642-100%$836.5K———
Mark Sheptoff Financial Planning, LLC
N/A—1,619-1,619-100%$824.8K———
Brookwood Investment Group LLC
N/A—1,618-1,618-100%$824.4K———
Capital Wealth Planning, LLC
N/A—1,617-1,617-100%$823.9K———
Croban
N/A—1,612-1,612-100%$821.2K———
Harvest Fund Management Co., Ltd
N/A—1,603-1,603-100%$816.0K———
Maridea Wealth Management LLC
N/A—1,603-1,603-100%$816.6K———
Diamant Asset Management, Inc.
N/A—1,599-1,599-100%$814.6K———
LRT Capital Management, LLC
N/A—1,599-1,599-100%$814.6K———
LM Advisors LLC
N/A—1,597-1,597-100%$813.0K———
CVA Family Office, LLC
N/A—1,595-1,595-100%$812.8K———
Castlekeep Investment Advisors LLC
N/A—1,586-1,586-100%$808.0K———
Quarry LP
N/A—1,575-1,575-100%$802.4K———
Empire Financial Management Company, LLC
N/A—1,569-1,569-100%$799.3K———
First Foundation Advisors
N/A—1,568-1,568-100%$798.9K———
GeoWealth Management, LLC
N/A—1,568-1,568-100%$798.8K———
Symphony Financial Services, Inc.
N/A—1,568-1,568-100%$798.9K———
GTS Securities LLC
N/A—1,556-1,556-100%$792.7K———
Liberty Wealth Management LLC
N/A—1,547-1,547-100%$934.7K———
Spirepoint Private Client, LLC
N/A—1,539-1,539-100%$784.1K———
Caldwell Sutter Capital, Inc.
N/A—1,538-1,538-100%$783.5K———
Curio Wealth, LLC
N/A—1,537-1,537-100%$782.9K———
Schnieders Capital Management, Llc.
N/A—1,536-1,536-100%$782.5K———
RiverPark Advisors, LLC
N/A—1,536-1,536-100%$782.5K———
Ethos Financial Group, LLC
N/A—1,535-1,535-100%$873.7K———
Bridgewater Advisors Inc.
N/A—1,528-1,528-100%$895.8K———
SIG Brokerage, LP
N/A—1,525-1,525-100%$776.9K———
Hill Investment Group Partners, LLC
N/A—1,523-1,523-100%$775.9K———
Panagora Asset Management Inc
N/A—1,513-1,513-100%$770.8K———
Keel Point, LLC
N/A—1,505-1,505-100%$766.7K———
Walter & Keenan Wealth Management LLC
N/A—1,500-1,500-100%$764.2K———
Lifeworks Advisors, LLC
N/A—1,497-1,497-100%$762.7K———
Catalyst Financial Partners LLC
N/A—1,495-1,495-100%$761.6K———
Manning & Napier Advisors LLC
N/A—1,484-1,484-100%$756.0K———
OneAscent Financial Services LLC
N/A—1,472-1,472-100%$750.0K———
Kapstone Financial Advisors LLC
N/A—1,466-1,466-100%$746.9K———
Twin Lakes Capital Management, LLC
N/A—1,460-1,460-100%$743.9K———
Bernicke Wealth Management, Ltd.
N/A—1,433-1,433-100%$730.1K———
First American Trust, FSB
N/A—1,429-1,429-100%$727.8K———
Quent Capital, LLC
N/A—1,428-1,428-100%$727.7K———
Carr Financial Group Corp
N/A—1,428-1,428-100%$727.3K———
Gateway Wealth Partners, LLC
N/A—1,424-1,424-100%$725.5K———
East Coast Asset Management, Llc.
N/A—1,424-1,424-100%$725.5K———
Rothschild Wealth LLC
N/A—1,419-1,419-100%$723.0K———
Purkiss Capital Advisors LLC
N/A—1,407-1,407-100%$716.9K———
Klcm Advisors, Inc.
N/A—1,400-1,400-100%$713.3K———
JT Stratford LLC
N/A—1,397-1,397-100%$711.6K———
Silver Coast Investments LLC
N/A—1,386-1,386-100%$706.1K———
Silicon Valley Capital Partners
N/A—1,371-1,371-100%$698.6K———
Fiera Capital Corp
N/A—1,369-1,369-100%$697.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,367-1,367-100%$696.9K———
Point Windward Advisors Inc.
N/A—1,364-1,364-100%$694.9K———
LOM Asset Management Ltd
N/A—1,362-1,362-100%$693.9K———
Summit Wealth Partners, LLC
N/A—1,355-1,355-100%$690.5K———
Rexford Capital Inc
N/A—1,352-1,352-100%$688.8K———
Sompo Asset Management Co., Ltd.
N/A—1,340-1,340-100%$682.7K———
First National Advisers, LLC
N/A—1,334-1,334-100%$679.6K———
Advyzon Investment Management, LLC
N/A—1,307-1,307-100%$665.5K———
Tocqueville Asset Management L.P.
N/A—1,306-1,306-100%$665.4K———
Sfmg, LLC
N/A—1,284-1,284-100%$654.1K———
Westmount Partners, LLC
N/A—1,284-1,284-100%$654.2K———
Cambria Investment Management, L.P.
N/A—1,283-1,283-100%$653.6K———
Inspire Advisors, LLC
N/A—1,278-1,278-100%$652.8K———
Pinnacle West Asset Management, Inc.
N/A—1,278-1,278-100%$651.0K———
44 Wealth Management LLC
N/A—1,269-1,269-100%$646.5K———
Sun Financial Inc
N/A—1,263-1,263-100%$761.7K———
Knightsbridge Asset Management, LLC
N/A—1,260-1,260-100%$642.1K———
Monetary Management Group Inc
N/A—1,252-1,252-100%$637.8K———
Auxier Asset Management LLC
N/A—1,250-1,250-100%$636.8K———
Northwest Quadrant Wealth Management, LLC
N/A—1,247-1,247-100%$635.1K———
Prostatis Group LLC
N/A—1,244-1,244-100%$633.9K———
L2 Asset Management, LLC
N/A—1,243-1,243-100%$633.4K———
ProVise Management Group, LLC
N/A—1,239-1,239-100%$631.2K———
Perennial Investment Advisors, LLC
N/A—1,226-1,226-100%$624.7K———
Garrison Point Advisors, LLC
N/A—1,222-1,222-100%$622.6K———
Stratos Wealth Advisors, LLC
N/A—1,222-1,222-100%$622.6K———
Topsail Wealth Management, LLC
N/A—1,218-1,218-100%$620.5K———
Bouchey Financial Group, Ltd.
N/A—1,207-1,207-100%$614.9K———
SOA Wealth Advisors, Llc.
N/A—1,206-1,206-100%$614.4K———
Guardian Wealth Advisors, LLC / NC
N/A—1,202-1,202-100%$612.3K———
Financial Advisors Network, Inc.
N/A—1,196-1,196-100%$609.3K———
Legacy Capital Group California, Inc.
N/A—1,191-1,191-100%$606.8K———
Kiker Wealth Management, LLC
N/A—1,184-1,184-100%$603.2K———
Gilbert & Cook, Inc.
N/A—1,169-1,169-100%$595.4K———
Sharp Wealth Advisory, LLC
N/A—1,166-1,166-100%$594.2K———
LEE Johnson Capital Management, LLC
N/A—1,162-1,162-100%$592.0K———
CFO4Life Group, LLC
N/A—1,157-1,157-100%$589.5K———
Keebeck Wealth Management
N/A—1,154-1,154-100%$587.9K———
Davis R M Inc
N/A—1,154-1,154-100%$588.1K———
Beacon Bridge Wealth Partners, LLC
N/A—1,152-1,152-100%$587.0K———
Strathmore Capital Advisors, Inc.
N/A—1,145-1,145-100%$580.6K———
Jackson Thornton Wealth Management, LLC
N/A—1,143-1,143-100%$582.3K———
Oxford Financial Group, Ltd. LLC
N/A—1,131-1,131-100%$576.3K———
Security National Bank of Sioux City Iowa
N/A—1,126-1,126-100%$573.7K———
Kintra Wealth, LLC
N/A—1,114-1,114-100%$666.0K———
Smith, Moore & Co.
N/A—1,114-1,114-100%$567.6K———
Family Manage LLC
N/A—1,109-1,109-100%$565.0K———
Pettyjohn, Wood & White, Inc
N/A—1,107-1,107-100%$564.0K———
Godshalk Welsh Capital Management, Inc.
N/A—1,100-1,100-100%$560.4K———
Bolthouse Investments, LLC
N/A—1,100-1,100-100%$560.4K———
LaSalle St. Investment Advisors, LLC
N/A—1,089-1,089-100%$554.8K———
Drive Wealth Management, LLC
N/A—1,082-1,082-100%$551.2K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,080-1,080-100%$550.2K———
Legacy Financial Advisors, Inc.
N/A—1,077-1,077-100%$548.5K———
IKE Capital, LLC
N/A—1,075-1,075-100%$547.7K———
GSA Capital Partners LLP
N/A—1,075-1,075-100%$548.0K———
Choate Investment Advisors
N/A—1,068-1,068-100%$544.1K———
Astoria Portfolio Advisors Llc.
N/A—1,067-1,067-100%$543.8K———
Strait & Sound Wealth Management LLC
N/A—1,067-1,067-100%$543.6K———
Sargent Investment Group, LLC
N/A—1,062-1,062-100%$541.0K———
Cornerstone Capital, Inc.
N/A—1,061-1,061-100%$540.5K———
Strategic Wealth Partners, Ltd.
N/A—1,054-1,054-100%$536.9K———
Meridian Management Co
N/A—1,048-1,048-100%$533.9K———
PCM Encore, LLC
N/A—1,039-1,039-100%$529.1K———
Tradition Wealth Management, LLC
N/A—1,024-1,024-100%$521.9K———
Sandro Wealth Management LLC
N/A—1,017-1,017-100%$518.1K———
Van Hulzen Asset Management, LLC
N/A—1,013-1,013-100%$516.0K———
Mosaic Financial Group, LLC
N/A—1,003-1,003-100%$511.0K———
West Family Investments, Inc.
N/A—998-998-100%$508.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—996-996-100%$507.4K———
CNB Bank
N/A—992-992-100%$505.4K———
Texas Capital Bank Wealth Management Services Inc
N/A—988-988-100%$503.4K———
Shufro Rose & Co LLC
N/A—987-987-100%$502.8K———
Tudor Financial Inc.
N/A—986-986-100%$502.6K———
Werba Rubin Papier Wealth Management
N/A—985-985-100%$501.7K———
Insight 2811, Inc.
N/A—983-983-100%$500.8K———
Borer Denton & Associates, Inc.
N/A—982-982-100%$500.3K———
Park Place Capital Corp
N/A—980-980-100%$499.3K———
Hamrick Investment Counsel, llc
N/A—975-975-100%$496.7K———
Monograph Wealth Advisors, LLC
N/A—975-975-100%$496.5K———
Fortis Capital Advisors, LLC
N/A—973-973-100%$496.1K———
Keyvantage Wealth, LLC
N/A—973-973-100%$495.5K———
WNY Asset Management, LLC
N/A—972-972-100%$495.1K———
Safeguard Investment Advisory Group, LLC
N/A—967-967-100%$492.6K———
Caerus Investment Advisors, LLC
N/A—954-954-100%$486.0K———
Warner Financial, Inc
N/A—948-948-100%$483.0K———
Fi3 Financial Advisors, LLC
N/A—945-945-100%$490.5K———
Odyssean, LLC
N/A—945-945-100%$481.4K———
Optas, LLC
N/A—941-941-100%$479.4K———
Fielder Capital Group LLC
N/A—921-921-100%$469.1K———
Ameriflex Group, Inc.
N/A—915-915-100%$466.2K———
Counterweight Ventures, LLC
N/A—908-908-100%$462.6K———
Affinity Investment Advisors, LLC
N/A—906-906-100%$461.6K———
Intellus Advisors LLC
N/A—899-899-100%$458.0K———
Fortress Private Ledger, LLC
N/A—898-898-100%$457.5K———
Highview Capital Management LLC
N/A—891-891-100%$453.9K———
Intrust Bank NA
N/A—886-886-100%$451.4K———
WPWealth LLP
N/A—882-882-100%$449.2K———
Polymer Capital Management (US) LLC
N/A—880-880-100%$448.3K———
Private Capital Management, LLC
N/A—878-878-100%$447.5K———
Greykasell Wealth Strategies, Inc.
N/A—875-875-100%$446.0K———
Ballast Advisors LLC
N/A—874-874-100%$445.3K———
Kera Capital Partners, Inc.
N/A—873-873-100%$444.8K———
New Republic Capital, LLC
N/A—860-860-100%$438.0K———
Financial Gravity Companies, Inc.
N/A—859-859-100%$437.6K———
Canal Capital Management, LLC
N/A—854-854-100%$435.0K———
Venturi Wealth Management, LLC
N/A—853-853-100%$434.1K———
WealthTrust Axiom LLC
N/A—851-851-100%$433.7K———
Cornerstone Advisory, LLC
N/A—849-849-100%$432.6K———
Manhattan West Asset Management, LLC
N/A—846-846-100%$431.5K———
Wayfinding Financial, LLC
N/A—842-842-100%$429.0K———
Marshall Investment Management, LLC
N/A—842-842-100%$428.8K———
Falcon Wealth Planning
N/A—840-840-100%$427.9K———
Itau Unibanco Holding S.A.
N/A—840-840-100%$427.9K———
Lummis Asset Management, LP
N/A—836-836-100%$465.4K———
Atom Investors LP
N/A—835-835-100%$425.4K———
Baldwin Investment Management, LLC
N/A—833-833-100%$424.4K———
Cascade Financial Partners, LLC
N/A—831-831-100%$423.4K———
Meridian Wealth Partners, LLC
N/A—827-827-100%$421.5K———
Crestmont Private Wealth LLC
N/A—826-826-100%$421.1K———
Alan B Lancz & Associates, Inc.
N/A—825-825-100%$420.3K———
HighPoint Advisor Group LLC
N/A—820-820-100%$417.9K———
SCS Capital Management LLC
N/A—819-819-100%$417.2K———
Centennial Bank
N/A—816-816-100%$415.7K———
VeraBank, N.A.
N/A—815-815-100%$415.2K———
Keating Financial Advisory Services, Inc.
N/A—814-814-100%$414.7K———
Bank of the Bluegrass & Trust Co.
N/A—812-812-100%$413.5K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—810-810-100%$412.7K———
Trustco Bank Corp N Y
N/A—807-807-100%$411.1K———
Cary Street Partners Investment Advisory LLC
N/A—801-801-100%$408.1K———
AdvisorShares Investments LLC
N/A—800-800-100%$407.6K———
Lakeridge Wealth Management LLC
N/A—795-795-100%$404.9K———
Chesapeake Capital Corp
N/A—794-794-100%$404.5K———
E Fund Management Co., Ltd.
N/A—789-789-100%$402.0K———
Disciplined Investors, L.L.C.
N/A—787-787-100%$401.0K———
Mason & Associates Inc
N/A—784-784-100%$399.4K———
Claret Asset Management Corp
N/A—783-783-100%$399.0K———
Orion Capital Management LLC
N/A—781-781-100%$398.0K———
Ducere Wealth Management LLC
N/A—778-778-100%$396.6K———
BSW Wealth Partners
N/A—778-778-100%$396.4K———
Birchcreek Wealth Management, LLC
N/A—777-777-100%$395.7K———
Dodge & COX
N/A—775-775-100%$394.8K———
Marex Group Ltd
N/A—769-769-100%$391.8K———
Circle Wealth Management, LLC
N/A—768-768-100%$391.4K———
AMJ Financial Wealth Management
N/A—765-765-100%$462.4K———
Lighthouse Investment Partners, LLC
N/A—757-757-100%$385.7K———
AssuredPartners Investment Advisors, LLC
N/A—757-757-100%$385.5K———
Resurgent Financial Advisors LLC
N/A—756-756-100%$385.4K———
Everpar Advisors LLC
N/A—748-748-100%$381.1K———
North Dallas Bank & Trust Co
N/A—745-745-100%$379.5K———
DV Trading LLC
N/A—740-740-100%$377.0K———
Clearstead Trust, LLC
N/A—738-738-100%$375.9K———
BBR Partners, LLC
N/A—737-737-100%$375.5K———
Cape ANN Savings Bank
N/A—736-736-100%$375.0K———
Alpha Zero LLC
N/A—734-734-100%$376.9K———
Star Financial Bank
N/A—731-731-100%$372.4K———
FWG Holdings, LLC
N/A—725-725-100%$422.4K———
PFC Capital Group, Inc.
N/A—725-725-100%$369.0K———
Gentry Private Wealth, LLC
N/A—720-720-100%$366.8K———
Waterloo Capital, L.P.
N/A—719-719-100%$366.4K———
Chesapeake Asset Management LLC
N/A—715-715-100%$364.3K———
Addison Capital Co
N/A—712-712-100%$362.8K———
Peak Asset Management, LLC
N/A—712-712-100%$362.7K———
Chelsea Counsel Co
N/A—710-710-100%$361.7K———
Capstone Financial Advisors, Inc.
N/A—708-708-100%$360.5K———
J. Stern & Co. LLP
N/A—705-705-100%$359.2K———
Dimension Capital Management LLC
N/A—704-704-100%$358.7K———
Carl P. Sherr & Co., LLC
N/A—703-703-100%$358.2K———
Portfolio Strategies, Inc.
N/A—701-701-100%$357.1K———
Jackson Wealth Management, LLC
N/A—700-700-100%$356.0K———
Regal Investment Advisors LLC
N/A—690-690-100%$351.3K———
Capital Investment Management, Inc.
N/A—679-679-100%$346.0K———
Yukon Wealth Management, Inc.
N/A—679-679-100%$346.2K———
MQS Management LLC
N/A—678-678-100%$345.4K———
Dover Advisors, LLC
N/A—678-678-100%$327.9K———
Mainstay Capital Management LLC
N/A—678-678-100%$345.4K———
Betterment LLC
N/A—677-677-100%$345.0K———
New World Advisors LLC
N/A—676-676-100%$344.4K———
Granite Bay Wealth Management, LLC
N/A—672-672-100%$343.0K———
Stembrook Asset Management, LLC
N/A—666-666-100%$339.3K———
Icon Wealth Advisors, LLC
N/A—664-664-100%$338.3K———
McElhenny Sheffield Capital Management, LLC
N/A—662-662-100%$337.2K———
Nalls Sherbakoff Group, LLC
N/A—661-661-100%$337.0K———
Fukoku Mutual Life Insurance Co
N/A—658-658-100%$335.2K———
Old North State Trust, LLC
N/A—657-657-100%$335.0K———
Philadelphia Investment Partners, LLC
N/A—656-656-100%$392.3K———
Stonebridge Financial Group, LLC / MO
N/A—656-656-100%$334.0K———
Purpose Unlimited Inc.
N/A—652-652-100%$332.2K———
White Knight Strategic Wealth Advisors, LLC
N/A—650-650-100%$331.1K———
Scholtz & Company, LLC
N/A—650-650-100%$331.1K———
Wealth Management Associates, Inc.
N/A—648-648-100%$330.1K———
Stonebridge Capital Advisors LLC
N/A—647-647-100%$329.6K———
Cozad Asset Management Inc
N/A—647-647-100%$329.4K———
J. M. Brown & Associates Inc.
N/A—643-643-100%$327.8K———
Riverview Trust Co
N/A—642-642-100%$327.1K———
Dunhill Financial, LLC
N/A—637-637-100%$324.8K———
Octavia Wealth Advisors, LLC
N/A—635-635-100%$323.6K———
Darden Wealth Group Inc
N/A—630-630-100%$321.0K———
JMN Financial LLC
N/A—628-628-100%$320.1K———
Flatrock Wealth Partners LLC
N/A—627-627-100%$319.5K———
Red Wave Investments LLC
N/A—624-624-100%$318.1K———
FreeGulliver LLC
N/A—611-611-100%$311.3K———
PCB Capital LLC
N/A—609-609-100%$310.4K———
George Kaiser Family Foundation
N/A—606-606-100%$308.7K———
Talisman Wealth Advisors LLC
N/A—603-603-100%$307.4K———
Strategies Wealth Advisors, LLC
N/A—603-603-100%$307.2K———
PIN OAK Investment Advisors Inc
N/A—602-602-100%$307.0K———
Spinnaker Trust
N/A—602-602-100%$306.7K———
Phoenix Financial Ltd.
N/A—600-600-100%$304.8K———
Elm Partners Management LLC
N/A—599-599-100%$305.2K———
River Wealth Advisors LLC
N/A—598-598-100%$304.7K———
Cofg Advisors, LLC
N/A—595-595-100%$303.4K———
FLC Capital Advisors
N/A—594-594-100%$302.7K———
Nova Wealth Management, Inc.
N/A—592-592-100%$301.7K———
Delta Asset Management LLC
N/A—591-591-100%$301.1K———
Stevens Capital Management LP
N/A—588-588-100%$300.0K———
MidFirst Bank
N/A—587-587-100%$299.1K———
Clarion Wealth Managment Partners, LLC
N/A—586-586-100%$298.5K———
Core Wealth Advisors, Inc.
N/A—582-582-100%$296.5K———
Element Wealth, LLC
N/A—582-582-100%$296.5K———
IFC Advisors LLC
N/A—579-579-100%$295.2K———
First Dallas Securities Inc.
N/A—575-575-100%$292.9K———
Fort Point Capital Partners LLC
N/A—575-575-100%$292.9K———
Hudson Portfolio Management LLC
N/A—574-574-100%$292.4K———
Intrepid Financial Planning Group LLC
N/A—572-572-100%$291.4K———
Elgethun Capital Management
N/A—572-572-100%$291.5K———
Summit Wealth Group, LLC
N/A—565-565-100%$287.7K———
Hexagon Capital Partners LLC
N/A—565-565-100%$288.0K———
Farringdon Capital, Ltd.
N/A—563-563-100%$286.8K———
Baron Silver Stevens Financial Advisors, LLC
N/A—563-563-100%$287.1K———
MJP Associates Inc
N/A—562-562-100%$286.5K———
Ingalls & Snyder LLC
N/A—561-561-100%$286.0K———
HHM Wealth Advisors, LLC
N/A—559-559-100%$284.8K———
Anchor Bay Capital, Inc.
N/A—555-555-100%$334.8K———
Cyber Hornet ETFs LLC
N/A—552-552-100%$281.2K———
Coppell Advisory Solutions LLC
N/A—542-542-100%$3.7M———
Rock Point Advisors, LLC
N/A—540-540-100%$275.1K———
Cambient Family Office, LLC
N/A—538-538-100%$274.1K———
Drucker Wealth 3.0, LLC
N/A—537-537-100%$273.7K———
Valtrion Capital Management, LLC
N/A—536-536-100%$273.0K———
Basepoint Wealth LLC
N/A—533-533-100%$271.5K———
Barnes Wealth Management Group, Inc
N/A—533-533-100%$271.5K———
Sonoma Private Wealth LLC
N/A—532-532-100%$271.0K———
Morse Asset Management, Inc
N/A—530-530-100%$270.0K———
TRB Wealth Management, LLC
N/A—530-530-100%$270.0K———
Vantus Wealth LLC
N/A—530-530-100%$270.0K———
Personal CFO Solutions, LLC
N/A—528-528-100%$269.2K———
One Charles Private Wealth Services, LLC
N/A—522-522-100%$266.2K———
Sound Capital Solutions LLC
N/A—521-521-100%$265.4K———
Optimize Financial Inc.
N/A—521-521-100%$265.4K———
Trinity Legacy Partners, LLC
N/A—521-521-100%$267.6K———
Zinnia Wealth Advisory, LLC
N/A—520-520-100%$265.1K———
Pitcairn Wealth Advisors LLC
N/A—511-511-100%$260.3K———
Compass Capital Corp
N/A—508-508-100%$304.2K———
Joule Financial, LLC
N/A—508-508-100%$259.3K———
Horizon Kinetics Asset Management LLC
N/A—507-507-100%$258.3K———
Greenwich Wealth Management LLC
N/A—506-506-100%$258.0K———
Luminist Capital LLC
N/A—506-506-100%$257.8K———
Sagewood Asset Management LP
N/A—505-505-100%$257.3K———
Select Asset Management & Trust
N/A—502-502-100%$256.0K———
Carson Advisory Inc.
N/A—500-500-100%$254.8K———
Ceeto Capital Group, LLC
N/A—500-500-100%$255.0K———
PeakShares LLC
N/A—500-500-100%$254.7K———
Broadwater Capital Management LLC
N/A—497-497-100%$253.2K———
49 Wealth Management, LLC
N/A—495-495-100%$252.2K———
Continuum Advisory, LLC
N/A—495-495-100%$252.2K———
Alongside, LLC
N/A—495-495-100%$252.2K———
Bard Associates Inc
N/A—494-494-100%$251.8K———
Aster Capital Management (Difc) Ltd
N/A—494-494-100%$251.7K———
Phillips Wealth Planners LLC
N/A—493-493-100%$263.9K———
Indie Asset Partners, LLC
N/A—493-493-100%$251.0K———
Crewe Advisors LLC
N/A—492-492-100%$250.7K———
FSB Premier Wealth Management, Inc.
N/A—492-492-100%$250.4K———
South Plains Financial, Inc.
N/A—490-490-100%$249.6K———
Blalock Williams, LLC
N/A—490-490-100%$249.6K———
Wealthquest Corp
N/A—489-489-100%$249.1K———
Cercano Management LLC
N/A—486-486-100%$247.6K———
Twinbeech Capital LP
N/A—484-484-100%$246.6K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—484-484-100%$246.6K———
TFR Capital, Llc.
N/A—482-482-100%$245.6K———
PSI Advisors, LLC
N/A—482-482-100%$245.6K———
Matrix Private Capital Group LLC
N/A—480-480-100%$244.5K———
WFA of San Diego, LLC
N/A—478-478-100%$285.8K———
Fortis Capital Management LLC
N/A—475-475-100%$241.9K———
Landing Point Financial Group, LLC
N/A—474-474-100%$241.7K———
Panoramic Investment Advisors, LLC
N/A—474-474-100%$241.5K———
Aventura Private Wealth, LLC
N/A—472-472-100%$240.5K———
Sittner & Nelson, LLC
N/A—471-471-100%$240.0K———
SHP Wealth Management
N/A—470-470-100%$239.7K———
Ruggaard & Associates LLC
N/A—467-467-100%$238.1K———
Duncan Williams Asset Management, LLC
N/A—467-467-100%$238.2K———
McLean Asset Management Corp
N/A—464-464-100%$270.5K———
RFP Financial Group LLC
N/A—464-464-100%$236.4K———
M3 Advisory Group, LLC
N/A—464-464-100%$236.4K———
Legato Capital Management LLC
N/A—459-459-100%$233.8K———
Members Trust Co
N/A—458-458-100%$233.3K———
JPL Wealth Management, LLC
N/A—457-457-100%$232.8K———
Evelyn Partners Group Ltd
N/A—456-456-100%$232.3K———
Atlas Wealth LLC
N/A—455-455-100%$231.8K———
Bragg Financial Advisors, Inc
N/A—452-452-100%$230.3K———
Swiss RE LTD
N/A—450-450-100%$229.3K———
Bedel Financial Consulting, Inc.
N/A—445-445-100%$226.8K———
Slagle Financial, LLC
N/A—443-443-100%$225.8K———
Bay Rivers Group
N/A—440-440-100%$224.2K———
Meiji Yasuda Life Insurance Co
N/A—439-439-100%$223.7K———
Warner Group LLC
N/A—438-438-100%$223.1K———
Shepherd Wealth Management Ltd Liability Co
N/A—438-438-100%$266.2K———
Maripau Wealth Management LLC
N/A—437-437-100%$222.9K———
TAGStone Capital, Inc.
N/A—434-434-100%$221.1K———
Cardiff Park Advisors, LLC
N/A—433-433-100%$220.6K———
Oxford Wealth Group, LLC
N/A—433-433-100%$220.6K———
Royal Capital Wealth Management, LLC
N/A—431-431-100%$219.6K———
K.J. Harrison & Partners Inc
N/A—430-430-100%$219.1K———
Ranch Capital Advisors Inc.
N/A—430-430-100%$219.0K———
Four Tree Island Advisory LLC
N/A—428-428-100%$218.0K———
Farmers National Bank
N/A—428-428-100%$218.0K———
Allred Capital Management, LLC
N/A—427-427-100%$217.5K———
Bravera Wealth
N/A—427-427-100%$217.5K———
Tiaa Trust, National Association
N/A—425-425-100%$216.5K———
Centiva Capital, LP
N/A—425-425-100%$216.5K———
NI Acquisitions Company, LLC
N/A—423-423-100%$215.5K———
Summitry LLC
N/A—422-422-100%$215.1K———
Bannerstone Capital Management, LLC
N/A—421-421-100%$214.5K———
Sandy Cove Advisors, LLC
N/A—421-421-100%$214.5K———
Berry Wealth Group, LP
N/A—420-420-100%$213.8K———
LeClair Wealth Partners LLC
N/A—419-419-100%$213.6K———
PlanVest Financial, Inc
N/A—416-416-100%$212.0K———
Hills Bank & Trust Co
N/A—415-415-100%$211.4K———
Navis Wealth Advisors, LLC
N/A—412-412-100%$209.9K———
Wharton Business Group, LLC
N/A—410-410-100%$208.9K———
Professional Financial Solutions LLC
N/A—409-409-100%$208.3K———
Laffer Tengler Investments, Inc.
N/A—409-409-100%$208.4K———
Requisite Capital Management, LLC
N/A—404-404-100%$205.8K———
Chancellor Financial Group WB LP
N/A—403-403-100%$205.2K———
Twin Tree Management, LP
N/A—403-403-100%$205.3K———
Sprott Inc.
N/A—400-400-100%$203.9K———
Hodges Capital Management Inc.
N/A—400-400-100%$203.8K———
Gould Asset Management LLC
N/A—400-400-100%$203.8K———
Bantamac Capital, LLC
N/A—400-400-100%$203.8K———
Stonebrook Private Inc.
N/A—399-399-100%$203.2K———
Fieldview Capital Management, LLC
N/A—398-398-100%$202.8K———
DRW Securities, LLC
N/A—398-398-100%$202.8K———
Erste Asset Management GmbH
N/A—397-397-100%$202.3K———
Range Advisory, LLC
N/A—397-397-100%$202.0K———
Emerald Investment Advisers, LLC
N/A—395-395-100%$201.2K———
Cura Wealth Advisors, LLC
N/A—393-393-100%$200.4K———
Wellington-Altus USA Inc.
N/A—390-390-100%$235.7K———
Ankerstar Wealth, LLC
N/A—389-389-100%$198.2K———
Rowlandmiller & Partners.adv
N/A—384-384-100%$195.8K———
IMA Advisory Services, Inc.
N/A—364-364-100%$185.4K———
Strategic Investment Advisors / MI
N/A—358-358-100%$182.3K———
N.E.W. Advisory Services LLC
N/A—354-354-100%$180.4K———
UP Strategic Wealth Investment Advisors LLC
N/A—351-351-100%$202.7K———
EFG International AG
N/A—334-334-100%$170.2K———
Cornerstone Financial Management LLC
N/A—328-328-100%$167.1K———
Zions Bancorporation, National Association
N/A—307-307-100%$156.4K———
Loomis Sayles & Co L P
N/A—305-305-100%$155.4K———
Measured Wealth Private Client Group, LLC
N/A—302-302-100%$153.9K———
Vanguard National Trust Co
N/A—284-284-100%$144.7K———
Silvant Capital Management LLC
N/A—277-277-100%$141.1K———
Cheviot Value Management, LLC
N/A—277-277-100%$141.1K———
Coston, McIsaac & Partners
N/A—277-277-100%$141.0K———
Basecamp Wealth Advisors LLC
N/A—272-272-100%$138.6K———
McMillan Office, Inc.
N/A—270-270-100%$137.6K———
Peterson Wealth Management
N/A—257-257-100%$130.7K———
Globeflex Capital L P
N/A—253-253-100%$128.9K———
Darwin Wealth Management, LLC
N/A—246-246-100%$125.6K———
Corsicana & Co.
N/A—245-245-100%$124.8K———
Fourth Dimension Wealth, LLC
N/A—245-245-100%$124.8K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—235-235-100%$119.7K———
Fiduciary Financial Advisors
N/A—233-233-100%$117.2K———
Collier Financial
N/A—231-231-100%$117.6K———
Capula Management Ltd
N/A—226-226-100%$115.1K———
VSM Wealth Advisory, LLC
N/A—224-224-100%$114.1K———
Hollencrest Capital Management
N/A—210-210-100%$107.0K———
Aberdeen Wealth Management LLC
N/A—207-207-100%$105.5K———
Regatta Research & Money Management
N/A—194-194-100%$98.1K———
S&T Bank
N/A—191-191-100%$97.3K———
Rialto Wealth Management, LLC
N/A—186-186-100%$94.8K———
Tripletail Wealth Management, LLC
N/A—177-177-100%$96.6K———
KEB Asset Management, LLC
N/A—177-177-100%$89.9K———
Front Row Advisors LLC
N/A—174-174-100%$104.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—160-160-100%$81.7K———
Bellevue Asset Management, LLC
N/A—157-157-100%$80.1K———
XP Advisory US, Inc.
N/A—155-155-100%$79.0K———
FWL Investment Management, LLC
N/A—153-153-100%$77.9K———
Tacita Capital Inc
N/A—152-152-100%$77.4K———
Kerr Financial Planning Corp
N/A—149-149-100%$75.6K———
Caitlin John, LLC
N/A—145-145-100%$73.7K———
Beaird Harris Wealth Management, LLC
N/A—143-143-100%$72.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—142-142-100%$72.3K———
CoreFirst Bank & Trust
N/A—138-138-100%$70.3K———
Napier Financial, LLC
N/A—138-138-100%$70.3K———
Toews Corp
N/A—135-135-100%$68.8K———
Proffitt & Goodson Inc
N/A—130-130-100%$66.2K———
Walsh & Associates, LLC
N/A—128-128-100%$65.1K———
Wellington Grp LLC
N/A—119-119-100%$71.9K———
Strive Financial Group,LLC
N/A—118-118-100%$60.1K———
GW&K Investment Management, LLC
N/A—117-117-100%$60.0K———
Mpwm Advisory Solutions, LLC
N/A—111-111-100%$56.6K———
Wiser Advisor Group LLC
N/A—111-111-100%$56.3K———
Boreal Capital Management LLC
N/A—111-111-100%$56.6K———
MRP Capital Investments, LLC
N/A—111-111-100%$56.6K———
Synergy Investment Management, LLC
N/A—111-111-100%$63.2K———
Abound Financial, LLC
N/A—110-110-100%$56.1K———
Investors Portfolio Services LLC
N/A—109-109-100%$55.6K———
HighMark Wealth Management LLC
N/A—108-108-100%$54.8K———
Cbiz Investment Advisory Services, LLC
N/A—106-106-100%$64.1K———
Atlantic Private Wealth, LLC
N/A—100-100-100%$50.9K———
Game Plan Financial Advisors, LLC
N/A—100-100-100%$50.9K———
Lavaca Capital LLC
N/A—100-100-100%$50.9K———
Bruce G. Allen Investments, LLC
N/A—94-94-100%$47.9K———
Strategic Investment Solutions, Inc.
N/A—92-92-100%$46.9K———
Groupe la Francaise
N/A—90-90-100%$42.9K———
Evolution Advisers, Inc.
N/A—87-87-100%$44.0K———
Meramec Financial Planners, LLC
N/A—87-87-100%$50.5K———
Atlas Capital Advisors Inc.
N/A—86-86-100%$43.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—85-85-100%$43.3K———
Bernard Wealth Management Corp.
N/A—80-80-100%$40.8K———
Allied Private Wealth LLC
N/A—79-79-100%$41.9K———
Copos Capital B.V.
N/A—73-73-100%$37.2K———
Cypress Capital Management LLC (WY)
N/A—71-71-100%$36.2K———
Kemnay Advisory Services Inc.
N/A—69-69-100%$35.2K———
Millstone Evans Group, LLC
N/A—67-67-100%$34.1K———
Mcguire Capital Advisors Inc
N/A—60-60-100%$30.5K———
Prosperity Bancshares Inc
N/A—57-57-100%$29.0K———
Highland Investment Advisors LLC
N/A—57-57-100%$29.0K———
Operose Advisors LLC
N/A—56-56-100%$28.5K———
Field & Main Bank
N/A—52-52-100%$26.5K———
Heritage Wealth Advisors
N/A—50-50-100%$25.5K———
Burnham & Co LLC
N/A—50-50-100%$25.5K———
Strategic Wealth Advisors LLC
N/A—50-50-100%$24———
Picton Mahoney Asset Management
N/A—48-48-100%$24.5K———
Banque Transatlantique SA
N/A—47-47-100%$22.1K———
Eurizon Capital SGR S.p.A.
N/A—46-46-100%$23.3K———
Dogwood Wealth Management LLC
N/A—42-42-100%$21.4K———
Harborfront Financial Group LLC
N/A—39-39-100%$19.7K———
Graney & King, LLC
N/A—34-34-100%$17.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—34-34-100%$17.3K———
Raffa Wealth Management, LLC
N/A—34-34-100%$17.3K———
Hurricane Capital Advisors LLC
N/A—31-31-100%$15.8K———
Oakmont Advisory Group, LLC
N/A—29-29-100%$14.7K———
Ogorek Anthony Joseph
N/A—29-29-100%$14———
Seneschal Advisors, LLC
N/A—26-26-100%$13.2K———
Boyd Watterson Asset Management LLC
N/A—26-26-100%$13.2K———
Estabrook Capital Management
N/A—26-26-100%$13.2K———
TD Capital Management LLC
N/A—26-26-100%$13.1K———
Security National Bank of SO DAK
N/A—23-23-100%$11.7K———
Osbon Capital Management LLC
N/A—22-22-100%$11.7K———
Westfuller Advisors, LLC
N/A—21-21-100%$10.9K———
Copia Wealth Management
N/A—21-21-100%$10.7K———
Luken Investment Analytics, LLC
N/A—19-19-100%$9.7K———
Swan Capital LLC
N/A—18-18-100%$9.2K———
Westend Capital Management, LLC
N/A—16-16-100%$8.2K———
Kilter Group LLC
N/A—15-15-100%$7.8K———
BNP Paribas
N/A—12-12-100%$6.0K———
HFM Investment Advisors, LLC
N/A—11-11-100%$5.6K———
Fortis Group Advisors, LLC
N/A—11-11-100%$5.6K———
Medallion Wealth Advisors, LLC
N/A—10-10-100%$5.1K———
Atomic Invest LLC
N/A—10-10-100%$4.9K———
Consultiva Wealth Management, Corp.
N/A—10-10-100%$5.1K———
1015 Capital Partners, LLC
N/A—9-9-100%$4.6K———
Imprint Wealth LLC
N/A—9-9-100%$4.6K———
WealthCollab, LLC
N/A—8-8-100%$4.1K———
Vanguard Advisers Inc
N/A—7-7-100%$3.6K———
Richard W. Paul & Associates, LLC
N/A—6-6-100%$3.1K———
BOK Financial Private Wealth, Inc.
N/A—6-6-100%$3.1K———
Investment Counsel Co of Nevada
N/A—6-6-100%$3.1K———
Benson Wealth Management Inc
N/A—5-5-100%$2.5K———
C M Bidwell & Associates LTD
N/A—5-5-100%$2.5K———
Merrithew & Thorsten Inc
N/A—5-5-100%$2———
Battery Global Advisors, LLC
N/A—2-2-100%$1.1K———
Tidemark, LLC
N/A—2-2-100%$1.0K———
Sankala Group LLC
N/A—2-2-100%$1.2K———
Peak6 LLC
N/A—1-1-100%$575———
Three Bearings Fiduciary Advisors, Inc.
N/A—1-1-100%$510———
Cordant, Inc.
N/A—00—$220———
Showing 2904 of 2904 institutions