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Marathon Petroleum Corp (MPC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares2,622,911 from 4,027,107
Change-1,404,196 (-35%)
Value$1.0B (+$7.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares2,268,862 from 3,056,082
Change-787,220 (-26%)
Value$897.1M (+$115.6M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares1,443,009 from 1,496,414
Change-53,405 (-4%)
Value$570.6M (+$188.0M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares1,125,230 from 1,394,274
Change-269,044 (-19%)
Value$444.9M (+$88.5M)
Filed 2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares744,061 from 711,745
Change+32,316 (+5%)
Value$294.2M (+$112.2M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares650,809 from 632,538
Change+18,271 (+3%)
Value$257.3M (+$95.6M)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares589,565 from 595,156
Change-5,591 (-1%)
Value$233.1M (+$81.0M)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares538,540 from 553,625
Change-15,085 (-3%)
Value$212.9M (+$71.4M)
Filed 2026-11-04
Amanah Holdings Trust
NEW
Shares377,543
Change+377,543
Value$149.3M
Filed 2026-10-23
MacKenzie Financial Corp
INCREASED
Shares342,009 from 211,024
Change+130,985 (+62%)
Value$135.2M (+$81.3M)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
DECREASED
Shares318,373 from 365,555
Change-47,182 (-13%)
Value$125.9M (+$32.4M)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares306,881 from 438,578
Change-131,697 (-30%)
Value$121.4K (-$112.0M)
Filed 2026-11-05
Calamos Advisors LLC
DECREASED
Shares270,083 from 290,934
Change-20,851 (-7%)
Value$106.8M (+$32.4M)
Filed 2026-11-02
ARS Investment Partners, LLC
INCREASED
Shares242,675 from 220,952
Change+21,723 (+10%)
Value$96.0M (+$39.5M)
Filed 2026-11-05
New York State Teachers Retirement System
DECREASED
Shares234,536 from 244,918
Change-10,382 (-4%)
Value$92.7K (-$62.5M)
Filed 2026-10-22
Assenagon Asset Management S.A.
INCREASED
Shares206,879 from 67,593
Change+139,286 (+206%)
Value$81.8M (+$64.5M)
Filed 2026-10-15
Meyer Handelman Co
DECREASED
Shares200,098 from 210,043
Change-9,945 (-5%)
Value$79.1M (+$25.4M)
Filed 2026-10-28
Creative Planning
INCREASED
Shares177,968 from 172,830
Change+5,138 (+3%)
Value$70.4M (+$26.2M)
Filed 2026-11-02
Hosking Partners LLP
DECREASED
Shares171,157 from 206,846
Change-35,689 (-17%)
Value$67.7M (+$14.8M)
Filed 2026-10-21
KBC Group NV
DECREASED
Shares161,240 from 190,429
Change-29,189 (-15%)
Value$63.8K (-$48.6M)
Filed 2026-10-22
Nisa Investment Advisors, LLC
DECREASED
Shares159,313 from 166,832
Change-7,519 (-5%)
Value$63.0M (+$20.3M)
Filed 2026-10-20
Pictet Asset Management Holding SA
DECREASED
Shares155,236 from 207,386
Change-52,150 (-25%)
Value$61.4M (+$8.4M)
Filed 2026-11-03
Greatmark Investment Partners, Inc.
DECREASED
Shares154,280 from 161,649
Change-7,369 (-5%)
Value$61.0M (+$19.7M)
Filed 2026-10-28
Todd Asset Management LLC
INCREASED
Shares140,968 from 95,465
Change+45,503 (+48%)
Value$55.7M (+$31.3M)
Filed 2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares138,298 from 8,424
Change+129,874 (+1542%)
Value$54.7K (-$2.1M)
Filed 2026-10-22
Asset Management One Co., Ltd.
INCREASED
Shares124,729 from 124,074
Change+655 (+1%)
Value$49.3M (+$17.6M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares112,295 from 121,048
Change-8,753 (-7%)
Value$44.4M (+$13.5M)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares105,381 from 106,339
Change-958 (-1%)
Value$41.7M (+$14.5M)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares103,254 from 116,342
Change-13,088 (-11%)
Value$40.8M (+$11.1M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares103,062 from 90,850
Change+12,212 (+13%)
Value$45.0M (+$20.7M)
Filed 2026-10-13
Douglas Lane & Associates, LLC
DECREASED
Shares101,802 from 109,425
Change-7,623 (-7%)
Value$40.3M (+$12.3M)
Filed 2026-10-09
DekaBank Deutsche Girozentrale
DECREASED
Shares95,054 from 149,014
Change-53,960 (-36%)
Value$37.6K (+$1.2K)
Filed 2026-10-27
State of New Jersey Common Pension Fund D
DECREASED
Shares94,295 from 95,803
Change-1,508 (-2%)
Value$37.3M (+$12.8M)
Filed 2026-11-05
Swiss Life Asset Management Ltd
INCREASED
Shares92,686 from 61,769
Change+30,917 (+50%)
Value$36.6M (+$20.9M)
Filed 2026-11-03
Segment Wealth Management, LLC
DECREASED
Shares90,178 from 91,147
Change-969 (-1%)
Value$35.7M (+$12.4M)
Filed 2026-10-26
Polaris Capital Management, LLC
DECREASED
Shares86,482 from 93,482
Change-7,000 (-7%)
Value$34.2M (+$10.3M)
Filed 2026-10-21
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares84,474 from 81,934
Change+2,540 (+3%)
Value$33.4M (+$12.5M)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares82,806 from 84,153
Change-1,347 (-2%)
Value$32.7M (+$11.2M)
Filed 2026-10-16
Tctc Holdings, LLC
DECREASED
Shares81,897 from 87,645
Change-5,748 (-7%)
Value$32.4M (+$10.0M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares81,542 from 65,087
Change+16,455 (+25%)
Value$32.2M (+$15.6M)
Filed 2026-11-03
Arizona State Retirement System
DECREASED
Shares81,190 from 81,717
Change-527 (-1%)
Value$32.1M (+$11.2M)
Filed 2026-11-03
Wendell David Associates Inc
INCREASED
Shares80,792 from 76,329
Change+4,463 (+6%)
Value$31.9K (-$19.5M)
Filed 2026-10-27
Czech National Bank
DECREASED
Shares80,688 from 83,096
Change-2,408 (-3%)
Value$31.9M (+$10.7M)
Filed 2026-10-13
Henshaw Capital LLC
UNCHANGED
Shares78,589 from 78,589
Change0 (0%)
Value$31.1M (+$11.0M)
Filed 2026-11-03
CIBC Asset Management Inc
DECREASED
Shares78,408 from 82,771
Change-4,363 (-5%)
Value$31.0M (+$9.8M)
Filed 2026-11-05
Adams Natural Resources Fund, Inc.
DECREASED
Shares75,512 from 79,912
Change-4,400 (-6%)
Value$29.9M (+$9.4M)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares74,141 from 84,716
Change-10,575 (-12%)
Value$29.3M (+$7.7M)
Filed 2026-10-27
Daiwa Securities Group Inc.
INCREASED
Shares71,590 from 60,761
Change+10,829 (+18%)
Value$28.3M (+$12.8M)
Filed 2026-10-29
State of Michigan Retirement System
DECREASED
Shares70,510 from 74,710
Change-4,200 (-6%)
Value$27.9M (+$8.8M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares70,073 from 61,105
Change+8,968 (+15%)
Value$27.7K (-$15.6M)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares69,995 from 64,086
Change+5,909 (+9%)
Value$27.7M (+$11.3M)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares69,274 from 69,834
Change-560 (-1%)
Value$27.4M (+$9.5M)
Filed 2026-10-15
Crossmark Global Holdings, Inc.
DECREASED
Shares67,895 from 77,404
Change-9,509 (-12%)
Value$26.8M (+$7.1M)
Filed 2026-10-21
Illinois Municipal Retirement Fund
INCREASED
Shares67,579 from 64,427
Change+3,152 (+5%)
Value$26.7M (+$10.3M)
Filed 2026-11-05
IFM Investors Pty Ltd
INCREASED
Shares65,984 from 52,906
Change+13,078 (+25%)
Value$26.1M (+$12.6M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares64,989 from 61,376
Change+3,613 (+6%)
Value$25.7M (+$10.0M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares64,302 from 50,018
Change+14,284 (+29%)
Value$25.4M (+$12.6M)
Filed 2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares62,044 from 64,481
Change-2,437 (-4%)
Value$24.5M (+$8.0M)
Filed 2026-11-03
Smith Group Asset Management, LLC
DECREASED
Shares61,684 from 98,124
Change-36,440 (-37%)
Value$24.4M (-$696.3K)
Filed 2026-10-27
Arbejdsmarkedets Tillaegspension
DECREASED
Shares61,100 from 104,600
Change-43,500 (-42%)
Value$24.2M (-$2.6M)
Filed 2026-10-30
Cushing Asset Management, LP dba NXG Investment Management
INCREASED
Shares60,800 from 49,800
Change+11,000 (+22%)
Value$24.0M (+$11.3M)
Filed 2026-10-26
Retirement Systems of Alabama
DECREASED
Shares58,891 from 61,329
Change-2,438 (-4%)
Value$23.3M (+$7.6M)
Filed 2026-11-04
ProShare Advisors LLC
INCREASED
Shares55,907 from 55,753
Change+154 (+0%)
Value$22.1M (+$7.9M)
Filed 2026-10-29
Neos Investment Management LLC
INCREASED
Shares54,972 from 48,445
Change+6,527 (+13%)
Value$21.7M (+$9.4M)
Filed 2026-11-04
Florida Trust Wealth Management Co
DECREASED
Shares53,557 from 65,743
Change-12,186 (-19%)
Value$21.2M (+$4.4M)
Filed 2026-11-05
Amalgamated Bank
DECREASED
Shares51,682 from 54,514
Change-2,832 (-5%)
Value$20.4K (-$13.9M)
Filed 2026-10-23
Rakuten Investment Management, Inc.
INCREASED
Shares51,128 from 47,897
Change+3,231 (+7%)
Value$20.0M (+$7.6M)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares50,096 from 51,068
Change-972 (-2%)
Value$19.8M (+$6.8M)
Filed 2026-10-23
Anchor Capital Advisors LLC
DECREASED
Shares49,987 from 67,429
Change-17,442 (-26%)
Value$19.8M (+$2.5M)
Filed 2026-11-05
Journey Advisory Group, LLC
DECREASED
Shares48,348 from 49,105
Change-757 (-2%)
Value$19.1M (+$6.6M)
Filed 2026-11-04
United Capital Management of KS, Inc.
DECREASED
Shares46,703 from 48,365
Change-1,662 (-3%)
Value$18.5M (+$6.1M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares46,043 from 15,333
Change+30,710 (+200%)
Value$19.4M (+$15.3M)
Filed 2026-10-16
AlphaCore Capital LLC
DECREASED
Shares45,351 from 59,847
Change-14,496 (-24%)
Value$17.9M (+$2.6M)
Filed 2026-11-04
North Point Portfolio Managers Corp
DECREASED
Shares45,223 from 60,959
Change-15,736 (-26%)
Value$17.9M (+$2.3M)
Filed 2026-10-07
Cookson Peirce & Co Inc
INCREASED
Shares44,056 from 2,227
Change+41,829 (+1878%)
Value$17.4M (+$16.9M)
Filed 2026-10-30
Philadelphia Trust Co
DECREASED
Shares43,378 from 69,039
Change-25,661 (-37%)
Value$17.2K (-$17.6M)
Filed 2026-11-05
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares42,827 from 40,741
Change+2,086 (+5%)
Value$16.9M (+$6.5M)
Filed 2026-10-30
New York Life Investment Management LLC
DECREASED
Shares42,100 from 43,608
Change-1,508 (-3%)
Value$16.6M (+$5.5M)
Filed 2026-11-04
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares41,980 from 100,020
Change-58,040 (-58%)
Value$16.6M (-$9.0M)
Filed 2026-10-29
White Pine Investment Co
DECREASED
Shares41,382 from 44,610
Change-3,228 (-7%)
Value$16.4K (-$11.4M)
Filed 2026-10-15
Sterling Capital Management LLC
DECREASED
Shares40,796 from 48,141
Change-7,345 (-15%)
Value$16.1M (+$3.8M)
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares40,534 from 44,321
Change-3,787 (-9%)
Value$16.0M (+$4.7M)
Filed 2026-10-21
Clear Trail Advisors, LLC
DECREASED
Shares40,365 from 46,243
Change-5,878 (-13%)
Value$16.0M (+$4.1M)
Filed 2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares40,336 from 40,069
Change+267 (+1%)
Value$15.9M (+$5.7M)
Filed 2026-10-20
Private Management Group Inc
DECREASED
Shares40,000 from 45,000
Change-5,000 (-11%)
Value$15.8M (+$4.3M)
Filed 2026-11-04
Kwmg, LLC
DECREASED
Shares39,742 from 41,620
Change-1,878 (-5%)
Value$15.7M (+$5.1M)
Filed 2026-10-07
State of Alaska, Department of Revenue
DECREASED
Shares39,664 from 41,663
Change-1,999 (-5%)
Value$15.7K (-$10.6M)
Filed 2026-10-15
Yousif Capital Management, LLC
DECREASED
Shares39,536 from 40,831
Change-1,295 (-3%)
Value$15.6M (+$5.2M)
Filed 2026-10-22
CX Institutional
INCREASED
Shares39,497 from 16,287
Change+23,210 (+143%)
Value$15.6K (+$11.5K)
Filed 2026-10-02
Kornitzer Capital Management Inc
DECREASED
Shares37,681 from 42,781
Change-5,100 (-12%)
Value$14.9M (+$4.0M)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares37,518 from 35,678
Change+1,840 (+5%)
Value$14.8M (+$5.7M)
Filed 2026-10-28
Chapin Davis, Inc.
NEW
Shares37,477
Change+37,477
Value$14.8M
Filed 2026-10-09
Lido Advisors, LLC
DECREASED
Shares36,966 from 37,694
Change-728 (-2%)
Value$14.6M (+$5.0M)
Filed 2026-11-04
Convergence Investment Partners, LLC
INCREASED
Shares36,572 from 31,959
Change+4,613 (+14%)
Value$14.5M (+$6.3M)
Filed 2026-10-28
Spirit of America Management Corp
DECREASED
Shares36,125 from 36,175
Change-50 (0%)
Value$14.3M (+$5.0M)
Filed 2026-10-14
Pinnacle Associates LTD
INCREASED
Shares35,795 from 35,291
Change+504 (+1%)
Value$14.2M (+$5.1M)
Filed 2026-10-20
UniSuper Management Pty Ltd
INCREASED
Shares35,236 from 32,636
Change+2,600 (+8%)
Value$13.9M (+$5.6M)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
DECREASED
Shares34,522 from 35,917
Change-1,395 (-4%)
Value$13.7M (+$4.5M)
Filed 2026-10-30
Miller Howard Investments Inc
DECREASED
Shares34,377 from 41,782
Change-7,405 (-18%)
Value$13.6M (+$2.9M)
Filed 2026-10-26
GF Fund Management Co. Ltd.
DECREASED
Shares33,090 from 48,126
Change-15,036 (-31%)
Value$13.1M (+$780.1K)
Filed 2026-10-26
Old National Bancorp
INCREASED
Shares32,991 from 32,812
Change+179 (+1%)
Value$13.0M (+$4.7M)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares32,723 from 38,650
Change-5,927 (-15%)
Value$12.9M (+$3.1M)
Filed 2026-10-16
Nilsine Partners, LLC
DECREASED
Shares32,160 from 35,188
Change-3,028 (-9%)
Value$12.7M (+$3.7M)
Filed 2026-11-02
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares31,486 from 69,829
Change-38,343 (-55%)
Value$12.5M (-$5.4M)
Filed 2026-11-04
Scissortail Wealth Management, LLC
DECREASED
Shares31,152 from 31,920
Change-768 (-2%)
Value$12.3M (+$4.2M)
Filed 2026-11-03
Shoker Investment Counsel, Inc.
DECREASED
Shares30,796 from 31,285
Change-489 (-2%)
Value$12.2M (+$4.2M)
Filed 2026-11-04
Harrell Investment Partners, LLC
DECREASED
Shares30,315 from 30,317
Change-2 (0%)
Value$12.0M (+$4.2M)
Filed 2026-10-15
Carnegie Investment Counsel
DECREASED
Shares30,290 from 31,226
Change-936 (-3%)
Value$12.0M (+$4.0M)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares29,747 from 21,577
Change+8,170 (+38%)
Value$11.8M (+$6.2M)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares29,304 from 29,164
Change+140 (+0%)
Value$11.6M (+$4.1M)
Filed 2026-10-14
Candriam S.C.A.
INCREASED
Shares29,267 from 23,651
Change+5,616 (+24%)
Value$11.6M (+$5.6M)
Filed 2026-11-03
ABN Amro Investment Solutions
INCREASED
Shares29,248 from 23,879
Change+5,369 (+22%)
Value$11.6M (+$5.5M)
Filed 2026-10-21
Confluence Wealth Services, Inc.
DECREASED
Shares28,657 from 29,654
Change-997 (-3%)
Value$11.3M (+$3.7M)
Filed 2026-11-05
Venture Visionary Partners LLC
DECREASED
Shares28,489 from 31,458
Change-2,969 (-9%)
Value$11.3M (+$3.2M)
Filed 2026-10-07
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares28,434 from 42,492
Change-14,058 (-33%)
Value$11.2M (+$379.4K)
Filed 2026-10-26
Indivisible Partners
INCREASED
Shares27,626 from 3,943
Change+23,683 (+601%)
Value$10.9M (+$9.9M)
Filed 2026-10-26
Atlatl Advisers LLC
INCREASED
Shares27,367 from 23
Change+27,344 (+118887%)
Value$10.8M (+$10.8M)
Filed 2026-10-22
Keybank National Association
DECREASED
Shares27,162 from 28,256
Change-1,094 (-4%)
Value$10.7M (+$3.5M)
Filed 2026-11-04
Adell Harriman & Carpenter Inc
DECREASED
Shares27,124 from 29,469
Change-2,345 (-8%)
Value$10.7M (+$3.2M)
Filed 2026-11-02
Capital City Trust Co
DECREASED
Shares26,539 from 28,705
Change-2,166 (-8%)
Value$10.5M (+$3.2M)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED
Shares24,727 from 25,559
Change-832 (-3%)
Value$9.8M (+$3.2M)
Filed 2026-10-20
Burney Co/
DECREASED
Shares24,590 from 25,053
Change-463 (-2%)
Value$9.7M (+$3.3M)
Filed 2026-10-15
Central Trust Co
DECREASED
Shares24,557 from 25,214
Change-657 (-3%)
Value$9.7M (+$3.3M)
Filed 2026-11-05
Alpha Omega Wealth Management LLC
DECREASED
Shares24,466 from 40,086
Change-15,620 (-39%)
Value$9.7M (-$574.4K)
Filed 2026-10-23
Refined Wealth Management
INCREASED
Shares24,415 from 24,224
Change+191 (+1%)
Value$9.7M (+$3.5M)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
DECREASED
Shares24,306 from 27,860
Change-3,554 (-13%)
Value$9.6M (+$2.5M)
Filed 2026-10-22
Generali Asset Management SPA SGR
DECREASED
Shares24,281 from 42,988
Change-18,707 (-44%)
Value$9.6M (-$1.4M)
Filed 2026-10-26
Demars Financial Group, LLC
INCREASED
Shares24,242 from 23,731
Change+511 (+2%)
Value$9.6M (+$3.5M)
Filed 2026-10-22
Poehling Capital Management, Inc.
DECREASED
Shares24,118 from 24,149
Change-31 (0%)
Value$9.5M (+$3.4M)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares23,922 from 20,628
Change+3,294 (+16%)
Value$9.5M (+$4.2M)
Filed 2026-10-29
Kirr Marbach & Co LLC
DECREASED
Shares23,661 from 49,943
Change-26,282 (-53%)
Value$9.4M (-$3.4M)
Filed 2026-10-20
HB Wealth Management, LLC
DECREASED
Shares23,572 from 27,001
Change-3,429 (-13%)
Value$9.3M (+$2.4M)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares23,500 from 21,753
Change+1,747 (+8%)
Value$9.9M (+$4.1M)
Filed 2026-11-04
Counterpoint Mutual Funds LLC
NEW
Shares23,312
Change+23,312
Value$9.2M
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares23,031 from 6,939
Change+16,092 (+232%)
Value$10.2M (+$8.5M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares23,010 from 33,441
Change-10,431 (-31%)
Value$9.1M (+$548.8K)
Filed 2026-10-27
Sitrin Capital Management LLC
DECREASED
Shares22,865 from 36,705
Change-13,840 (-38%)
Value$9.0M (-$343.1K)
Filed 2026-10-19
Gulf International Bank (UK) Ltd
UNCHANGED
Shares22,857 from 22,857
Change0 (0%)
Value$9.0K (-$5.8M)
Filed 2026-10-20
Leuthold Group, LLC
NEW
Shares22,707
Change+22,707
Value$9.0M
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares22,050 from 16,945
Change+5,105 (+30%)
Value$8.7K (-$4.3M)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares21,808 from 24,528
Change-2,720 (-11%)
Value$8.6M (+$2.4M)
Filed 2026-10-15
Princeton Global Asset Management LLC
INCREASED
Shares21,561 from 21,399
Change+162 (+1%)
Value$8.5M (+$3.1M)
Filed 2026-10-21
Resonant Capital Advisors, LLC
DECREASED
Shares21,492 from 21,940
Change-448 (-2%)
Value$8.5M (+$2.9M)
Filed 2026-10-15
Gilliland Jeter Wealth Management LLC
DECREASED
Shares21,421 from 21,847
Change-426 (-2%)
Value$8.5M (+$2.9M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares21,402 from 22,804
Change-1,402 (-6%)
Value$8.5M (+$2.6M)
Filed 2026-10-30
Eulav Asset Management
INCREASED
Shares20,993 from 18,429
Change+2,564 (+14%)
Value$8.3M (+$3.6M)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares20,817 from 15,448
Change+5,369 (+35%)
Value$8.2M (+$4.3M)
Filed 2026-10-08
swisspartners Advisors Ltd
DECREASED
Shares20,385 from 20,570
Change-185 (-1%)
Value$8.1M (+$2.8M)
Filed 2026-11-05
Trek Financial, LLC
DECREASED
Shares19,971 from 32,232
Change-12,261 (-38%)
Value$7.9M (-$343.8K)
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
DECREASED
Shares19,719 from 20,802
Change-1,083 (-5%)
Value$7.8M (+$2.5M)
Filed 2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares19,515 from 24,443
Change-4,928 (-20%)
Value$7.7M (+$1.5M)
Filed 2026-10-15
Orange Investment Advisors, Inc.
DECREASED
Shares19,290 from 22,377
Change-3,087 (-14%)
Value$7.6M (+$1.9M)
Filed 2026-10-23
First American Bank
DECREASED
Shares19,238 from 19,996
Change-758 (-4%)
Value$7.6M (+$2.5M)
Filed 2026-10-27
Fruth Investment Management
DECREASED
Shares19,038 from 19,138
Change-100 (-1%)
Value$7.5K (+$2.6K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares18,705 from 3,276
Change+15,429 (+471%)
Value$7.4M (+$6.6M)
Filed 2026-10-13
Thompson Siegel & Walmsley LLC
DECREASED
Shares18,215 from 18,590
Change-375 (-2%)
Value$7.2K (-$4.7M)
Filed 2026-11-05
Peterson Wealth Services
DECREASED
Shares18,188 from 18,461
Change-273 (-1%)
Value$7.2M (+$2.5M)
Filed 2026-10-26
Maryland State Retirement & Pension System
DECREASED
Shares18,016 from 161,451
Change-143,435 (-89%)
Value$7.1M (-$34.2M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares17,577 from 6,378
Change+11,199 (+176%)
Value$7.0M (+$5.3M)
Filed 2026-10-28
First Nebraska Trust Co
DECREASED
Shares17,411 from 18,039
Change-628 (-3%)
Value$6.9M (+$2.3M)
Filed 2026-10-30
Quadrant Capital Group LLC
DECREASED
Shares17,350 from 17,450
Change-100 (-1%)
Value$8.3M (+$3.8M)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares17,264 from 8,742
Change+8,522 (+97%)
Value$6.8M (+$4.6M)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares17,220 from 21,824
Change-4,604 (-21%)
Value$6.8M (+$1.2M)
Filed 2026-11-04
Stonebridge Financial Group, LLC
INCREASED
Shares17,200 from 17,174
Change+26 (+0%)
Value$6.8M (+$2.4M)
Filed 2026-10-01
Park National Corp
DECREASED
Shares16,725 from 16,860
Change-135 (-1%)
Value$6.6M (+$2.3M)
Filed 2026-10-05
First National Trust Co
DECREASED
Shares16,614 from 23,639
Change-7,025 (-30%)
Value$6.6M (+$525.7K)
Filed 2026-10-28
iA Global Asset Management Inc.
INCREASED
Shares16,534 from 11,319
Change+5,215 (+46%)
Value$6.5K (-$2.9M)
Filed 2026-10-29
Unison Advisors LLC
INCREASED
Shares16,436 from 16,379
Change+57 (+0%)
Value$6.5M (+$2.3M)
Filed 2026-10-29
Wealth Intelligence, LLC
DECREASED
Shares16,379 from 17,530
Change-1,151 (-7%)
Value$6.5M (+$2.0M)
Filed 2026-10-16
Merrion Investment Management Co, LLC
INCREASED
Shares16,054 from 15,619
Change+435 (+3%)
Value$6.3M (+$2.4M)
Filed 2026-10-16
First Citizens Bank & Trust Co
INCREASED
Shares15,780 from 12,255
Change+3,525 (+29%)
Value$6.2M (+$3.1M)
Filed 2026-10-14
Range Financial Group LLC
INCREASED
Shares15,686 from 1,988
Change+13,698 (+689%)
Value$6.2M (+$5.7M)
Filed 2026-10-21
CrossGen Wealth, LLC
UNCHANGED
Shares15,679 from 15,679
Change0 (0%)
Value$6.2M (+$2.2M)
Filed 2026-10-30
AMG National Trust Bank
INCREASED
Shares15,660 from 15,584
Change+76 (+0%)
Value$6.2M (+$2.2M)
Filed 2026-11-05
Geneva Partners, LLC
DECREASED
Shares15,412 from 22,279
Change-6,867 (-31%)
Value$6.1M (+$398.3K)
Filed 2026-10-26
Aware Super Pty Ltd as trustee of Aware Super
NEW
Shares15,394
Change+15,394
Value$6.1M
Filed 2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED
Shares15,193 from 14,161
Change+1,032 (+7%)
Value$6.0M (+$2.4M)
Filed 2026-10-22
Gamma Investing LLC
INCREASED
Shares15,098 from 14,347
Change+751 (+5%)
Value$6.0M (+$2.3M)
Filed 2026-10-08
Hartford Investment Management Co
DECREASED
Shares15,015 from 16,131
Change-1,116 (-7%)
Value$5.9M (+$1.8M)
Filed 2026-11-04
Wakefield Asset Management Lllp
DECREASED
Shares14,976 from 24,134
Change-9,158 (-38%)
Value$5.9M (-$248.5K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED
Shares14,840 from 15,137
Change-297 (-2%)
Value$5.9M (+$2.0M)
Filed 2026-10-23
New Mexico Educational Retirement Board
UNCHANGED
Shares14,729 from 14,729
Change0 (0%)
Value$5.8K (-$3.8M)
Filed 2026-11-05
Westwind Capital
NEW
Shares14,656
Change+14,656
Value$5.8K
Filed 2026-10-08
Wesbanco Bank Inc
DECREASED
Shares14,550 from 17,772
Change-3,222 (-18%)
Value$5.8M (+$1.2M)
Filed 2026-11-04
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares14,545 from 14,320
Change+225 (+2%)
Value$5.8M (+$2.1M)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares14,405 from 13,866
Change+539 (+4%)
Value$5.7M (+$2.2M)
Filed 2026-10-28
Joseph Group Capital Management
DECREASED
Shares14,395 from 20,999
Change-6,604 (-31%)
Value$5.7M (+$322.9K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
DECREASED
Shares14,371 from 14,855
Change-484 (-3%)
Value$6.6M (+$1.9M)
Filed 2026-10-27
Vontobel Holding Ltd.
INCREASED
Shares14,025 from 11,388
Change+2,637 (+23%)
Value$5.5M (+$2.6M)
Filed 2026-10-16
Nemes Rush Group LLC
DECREASED
Shares13,895 from 13,925
Change-30 (0%)
Value$5.5M (+$1.9M)
Filed 2026-11-04
AlphaStar Capital Management, LLC
INCREASED
Shares13,893 from 2,796
Change+11,097 (+397%)
Value$5.5M (+$4.8M)
Filed 2026-10-16
Louisiana State Employees Retirement System
DECREASED
Shares13,800 from 14,900
Change-1,100 (-7%)
Value$5.5M (+$1.6M)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares13,751 from 13,122
Change+629 (+5%)
Value$5.4M (+$2.1M)
Filed 2026-11-03
Hudson Canyon Capital Management
DECREASED
Shares13,704 from 14,922
Change-1,218 (-8%)
Value$5.4M (+$1.6M)
Filed 2026-11-04
City Holding Co
DECREASED
Shares13,586 from 14,236
Change-650 (-5%)
Value$5.4M (+$1.7M)
Filed 2026-10-19
Strs Ohio
INCREASED
Shares13,468 from 7,479
Change+5,989 (+80%)
Value$5.3M (+$3.4M)
Filed 2026-10-30
Signaturefd, LLC
INCREASED
Shares13,456 from 13,399
Change+57 (+0%)
Value$5.3M (+$1.9M)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED
Shares13,279 from 11,352
Change+1,927 (+17%)
Value$5.3M (+$2.3M)
Filed 2026-10-21
Cherokee Insurance Co
DECREASED
Shares13,258 from 20,758
Change-7,500 (-36%)
Value$5.2M (-$64.7K)
Filed 2026-11-05
Sarasin & Partners LLP
NEW
Shares12,900
Change+12,900
Value$5.1M
Filed 2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares12,858 from 13,372
Change-514 (-4%)
Value$5.1M (+$1.7M)
Filed 2026-10-14
Praxis Investment Management Inc
UNCHANGED
Shares12,708 from 12,708
Change0 (0%)
Value$5.0K (-$3.2M)
Filed 2026-11-03
Foster Victor Wealth Advisors, LLC
INCREASED
Shares12,555 from 2,942
Change+9,613 (+327%)
Value$5.9M (+$5.1M)
Filed 2026-10-21
Woodard & Co Asset Management Group Inc
DECREASED
Shares12,419 from 13,107
Change-688 (-5%)
Value$4.9M (+$1.6M)
Filed 2026-11-03
Regions Financial Corp
INCREASED
Shares12,378 from 11,863
Change+515 (+4%)
Value$4.9M (+$1.9M)
Filed 2026-11-05
Phoenix Wealth Advisors
DECREASED
Shares12,371 from 14,355
Change-1,984 (-14%)
Value$4.9M (+$1.2M)
Filed 2026-11-03
TMB Capital Partners, LLC
DECREASED
Shares12,359 from 13,103
Change-744 (-6%)
Value$4.9M (+$1.5M)
Filed 2026-10-20
Raiffeisen Bank International AG
INCREASED
Shares12,252 from 3,479
Change+8,773 (+252%)
Value$4.8M (+$3.9M)
Filed 2026-10-28
SWS Partners
DECREASED
Shares12,052 from 13,912
Change-1,860 (-13%)
Value$4.8M (+$1.2M)
Filed 2026-10-26
Busey Bank
DECREASED
Shares11,966 from 12,378
Change-412 (-3%)
Value$4.7M (+$1.6M)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares11,949 from 13,230
Change-1,281 (-10%)
Value$4.7M (+$1.3M)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares11,850 from 6,863
Change+4,987 (+73%)
Value$4.7M (+$2.9M)
Filed 2026-10-14
Kerusso Capital Management LLC
INCREASED
Shares11,752 from 10,655
Change+1,097 (+10%)
Value$4.6M (+$1.9M)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares11,579 from 11,452
Change+127 (+1%)
Value$4.6M (+$1.7M)
Filed 2026-11-03
Marino, Stram & Associates LLC
DECREASED
Shares11,568 from 11,689
Change-121 (-1%)
Value$4.6M (+$1.6M)
Filed 2026-10-22
Parkway Wealth Management Group, LLC
NEW
Shares11,433
Change+11,433
Value$4.5M
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares11,354 from 9,611
Change+1,743 (+18%)
Value$4.5M (+$2.0M)
Filed 2026-11-03
Bank & Trust Co
UNCHANGED
Shares11,288 from 11,288
Change0 (0%)
Value$4.5M (+$1.6M)
Filed 2026-10-07
Aspetuck Financial Management LLC
INCREASED
Shares11,280 from 11,219
Change+61 (+1%)
Value$4.5M (+$1.6M)
Filed 2026-11-04
Genus Capital Management Inc.
INCREASED
Shares11,157 from 11,112
Change+45 (+0%)
Value$4.4M (+$1.6M)
Filed 2026-11-04
3Chopt Investment Partners, LLC
DECREASED
Shares11,095 from 11,147
Change-52 (0%)
Value$4.4M (+$1.5M)
Filed 2026-10-30
Welch & Forbes LLC
UNCHANGED
Shares11,052 from 11,052
Change0 (0%)
Value$4.4M (+$1.5M)
Filed 2026-11-04
Park Capital Management, LLC / WI
NEW
Shares10,930
Change+10,930
Value$4.3M
Filed 2026-10-13
Bailard, Inc.
DECREASED
Shares10,878 from 11,065
Change-187 (-2%)
Value$4.3M (+$1.5M)
Filed 2026-10-13
Gateway Investment Advisers LLC
INCREASED
Shares10,811 from 8,800
Change+2,011 (+23%)
Value$4.3M (+$2.0M)
Filed 2026-10-13
Interchange Capital Partners, LLC
INCREASED
Shares10,787 from 10,773
Change+14 (+0%)
Value$4.3M (+$1.5M)
Filed 2026-10-28
Monument Capital Management
INCREASED
Shares10,751 from 2,867
Change+7,884 (+275%)
Value$4.3M (+$3.5M)
Filed 2026-10-09
Fulcrum Asset Management LLP
INCREASED
Shares10,628 from 11
Change+10,617 (+96518%)
Value$4.2M (+$4.2M)
Filed 2026-11-04
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares10,585 from 10,585
Change0 (0%)
Value$4.2M (+$1.5M)
Filed 2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW
Shares10,530
Change+10,530
Value$4.2M
Filed 2026-10-16
Independent Solutions Wealth Management, LLC
DECREASED
Shares10,457 from 10,814
Change-357 (-3%)
Value$4.1M (+$1.4M)
Filed 2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED
Shares10,256 from 11,402
Change-1,146 (-10%)
Value$4.1M (+$1.1M)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares10,125 from 12,984
Change-2,859 (-22%)
Value$4.0M (+$684.0K)
Filed 2026-10-23
Greenleaf Trust
DECREASED
Shares10,024 from 10,158
Change-134 (-1%)
Value$4.0M (+$1.4M)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED
Shares9,925 from 13,916
Change-3,991 (-29%)
Value$3.9M (+$366.6K)
Filed 2026-10-08
Tranquility Partners, LLC
DECREASED
Shares9,869 from 10,205
Change-336 (-3%)
Value$3.9M (+$1.3M)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares9,831 from 9,650
Change+181 (+2%)
Value$3.9M (+$1.4M)
Filed 2026-11-04
Pullen Investment Management, LLC
INCREASED
Shares9,809 from 9,785
Change+24 (+0%)
Value$3.9M (+$1.4M)
Filed 2026-10-23
Parallel Advisors, LLC
DECREASED
Shares9,758 from 10,046
Change-288 (-3%)
Value$3.9M (+$1.3M)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares9,645 from 9,171
Change+474 (+5%)
Value$3.8M (+$1.5M)
Filed 2026-10-27
Cullen Investment Group, Ltd.
INCREASED
Shares9,622 from 9,617
Change+5 (+0%)
Value$4.4M (+$2.0M)
Filed 2026-10-13
Patton Fund Management, Inc.
DECREASED
Shares9,562 from 11,850
Change-2,288 (-19%)
Value$3.8M (+$751.3K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
INCREASED
Shares9,528 from 9,308
Change+220 (+2%)
Value$3.8M (+$1.4M)
Filed 2026-10-13
Net Worth Advisory Group
INCREASED
Shares9,506 from 9,317
Change+189 (+2%)
Value$4.0M (+$1.6M)
Filed 2026-10-20
Deseret Mutual Benefit Administrators
DECREASED
Shares9,493 from 10,203
Change-710 (-7%)
Value$3.8M (+$1.1M)
Filed 2026-11-04
Simplex Trading, LLC
NEW
Shares9,492
Change+9,492
Value$3.8M
Filed 2026-11-04
Profund Advisors LLC
DECREASED
Shares9,487 from 13,440
Change-3,953 (-29%)
Value$3.8M (+$315.1K)
Filed 2026-10-29
Alps Advisors Inc
DECREASED
Shares9,442 from 11,406
Change-1,964 (-17%)
Value$3.7M (+$817.4K)
Filed 2026-11-03
McAdam, LLC
INCREASED
Shares9,431 from 9,426
Change+5 (+0%)
Value$3.7M (+$1.3M)
Filed 2026-10-21
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares9,350 from 9,350
Change0 (0%)
Value$2.4M ($0)
Filed 2026-10-15
Ascent Wealth Partners, LLC
DECREASED
Shares9,242 from 9,434
Change-192 (-2%)
Value$3.7M (+$1.2M)
Filed 2026-10-23
Cullen T Bankers, Inc.
INCREASED
Shares9,227 from 8,981
Change+246 (+3%)
Value$3.6M (+$1.4M)
Filed 2026-10-28
Moody National Bank Trust Division
DECREASED
Shares9,165 from 10,906
Change-1,741 (-16%)
Value$3.6M (+$835.7K)
Filed 2026-10-06
Goelzer Investment Management, Inc.
INCREASED
Shares9,160 from 8,952
Change+208 (+2%)
Value$3.6M (+$1.3M)
Filed 2026-10-16
North Dakota State Investment Board
INCREASED
Shares9,011 from 8,942
Change+69 (+1%)
Value$3.6M (+$1.3M)
Filed 2026-10-27
Gryphon Financial Partners LLC
DECREASED
Shares8,878 from 8,967
Change-89 (-1%)
Value$3.5M (+$1.2M)
Filed 2026-11-04
Donoghue Forlines LLC
DECREASED
Shares8,874 from 11,456
Change-2,582 (-23%)
Value$3.5M (+$580.0K)
Filed 2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW
Shares8,864
Change+8,864
Value$3.5M
Filed 2026-10-22
Ascent Group, LLC
DECREASED
Shares8,824 from 8,885
Change-61 (-1%)
Value$3.5M (+$1.2M)
Filed 2026-10-30
Sigma Planning Corp
INCREASED
Shares8,794 from 8,242
Change+552 (+7%)
Value$3.4M (+$1.3M)
Filed 2026-10-23
Mengis Capital Management, Inc.
DECREASED
Shares8,790 from 9,300
Change-510 (-5%)
Value$3.5M (+$1.1M)
Filed 2026-10-13
Romano Brothers and Company
DECREASED
Shares8,764 from 9,284
Change-520 (-6%)
Value$3.5M (+$1.1M)
Filed 2026-10-22
Mader & Shannon Wealth Management, Inc.
DECREASED
Shares8,758 from 18,411
Change-9,653 (-52%)
Value$3.5M (-$1.2M)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares8,712 from 8,439
Change+273 (+3%)
Value$3.4M (+$1.3M)
Filed 2026-10-29
O'Domhnaill Enterprises, Inc.
DECREASED
Shares8,549 from 15,367
Change-6,818 (-44%)
Value$3.4M (-$548.4K)
Filed 2026-10-29
Uptick Partners, LLC
DECREASED
Shares8,530 from 8,545
Change-15 (0%)
Value$3.4M (+$1.2M)
Filed 2026-11-04
Cidel Asset Management Inc
DECREASED
Shares8,490 from 9,470
Change-980 (-10%)
Value$3.4M (+$935.9K)
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares8,450 from 2,706
Change+5,744 (+212%)
Value$3.3M (+$2.6M)
Filed 2026-10-30
Sawgrass Asset Management LLC
DECREASED
Shares8,417 from 8,962
Change-545 (-6%)
Value$3.3M (+$1.0M)
Filed 2026-11-03
Diversify Wealth Management, LLC
INCREASED
Shares8,366 from 6,766
Change+1,600 (+24%)
Value$4.0M (+$1.9M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares8,366 from 6,766
Change+1,600 (+24%)
Value$4.0M (+$1.9M)
Filed 2026-10-20
Avantra Family Wealth, Inc.
INCREASED
Shares8,234 from 8,141
Change+93 (+1%)
Value$3.3M (+$1.2M)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares8,147 from 7,014
Change+1,133 (+16%)
Value$3.8M (+$1.8M)
Filed 2026-10-09
Leisure Capital Management
UNCHANGED
Shares8,134 from 8,134
Change0 (0%)
Value$3.2M (+$1.1M)
Filed 2026-11-03
Mystic Asset Management, Inc.
DECREASED
Shares8,130 from 8,609
Change-479 (-6%)
Value$3.2M (+$1.0M)
Filed 2026-10-15
Hartford Financial Management Inc.
INCREASED
Shares8,113 from 8,112
Change+1 (+0%)
Value$3.2M (+$1.1M)
Filed 2026-10-21
GW Henssler & Associates LTD
INCREASED
Shares8,078 from 7,674
Change+404 (+5%)
Value$3.2M (+$1.2M)
Filed 2026-10-26
First Interstate Bank
UNCHANGED
Shares7,949 from 7,949
Change0 (0%)
Value$3.1M (+$1.1M)
Filed 2026-10-23
Allegheny Financial Group
INCREASED
Shares7,924 from 7,919
Change+5 (+0%)
Value$3.1M (+$1.1M)
Filed 2026-11-05
Parsons Capital Management Inc
DECREASED
Shares7,865 from 8,116
Change-251 (-3%)
Value$3.1M (+$1.0M)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares7,828 from 6,900
Change+928 (+13%)
Value$3.1M (+$1.3M)
Filed 2026-10-27
Citizens Financial Group Inc
INCREASED
Shares7,826 from 6,394
Change+1,432 (+22%)
Value$3.1M (+$1.5M)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares7,764 from 7,539
Change+225 (+3%)
Value$3.1M (+$1.1M)
Filed 2026-11-04
Meridian Wealth Management, LLC
INCREASED
Shares7,753 from 4,574
Change+3,179 (+70%)
Value$3.1M (+$1.9M)
Filed 2026-11-05
Premier Fund Managers Ltd
NEW
Shares7,641
Change+7,641
Value$3.0K
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED
Shares7,638 from 8,627
Change-989 (-11%)
Value$3.0M (+$814.5K)
Filed 2026-11-05
Portside Wealth Group, LLC
DECREASED
Shares7,631 from 8,678
Change-1,047 (-12%)
Value$3.0M (+$798.9K)
Filed 2026-10-20
Wetzel Investment Advisors, Inc.
INCREASED
Shares7,537 from 7,446
Change+91 (+1%)
Value$3.0M (+$1.1M)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares7,502 from 8,847
Change-1,345 (-15%)
Value$3.0M (+$704.6K)
Filed 2026-10-21
KCM Investment Advisors LLC
INCREASED
Shares7,474 from 7,448
Change+26 (+0%)
Value$3.0M (+$1.1M)
Filed 2026-10-27
Brookstone Capital Management
INCREASED
Shares7,399 from 7,256
Change+143 (+2%)
Value$2.9M (+$1.1M)
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares7,372 from 6,740
Change+632 (+9%)
Value$2.9K (-$1.7M)
Filed 2026-10-22
New Wave Wealth Advisors LLC
DECREASED
Shares7,371 from 9,063
Change-1,692 (-19%)
Value$3.5M (+$1.2M)
Filed 2026-10-19
Capital Investment Advisors, LLC
INCREASED
Shares7,352 from 7,334
Change+18 (+0%)
Value$2.9M (+$1.0M)
Filed 2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares7,337 from 7,252
Change+85 (+1%)
Value$2.9M (+$1.0M)
Filed 2026-10-23
Fulton Bank, N.A.
DECREASED
Shares7,309 from 8,260
Change-951 (-12%)
Value$2.9M (+$778.3K)
Filed 2026-10-14
Heritage Wealth Management, Inc.
DECREASED
Shares7,199 from 7,219
Change-20 (0%)
Value$2.8M (+$1.0M)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares7,134 from 6,926
Change+208 (+3%)
Value$2.8M (+$1.0M)
Filed 2026-11-03
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares7,009
Change+7,009
Value$2.8M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares7,009 from 18,483
Change-11,474 (-62%)
Value$2.8M (-$2.0M)
Filed 2026-10-20
Beese Fulmer Investment Management, Inc.
INCREASED
Shares6,985 from 6,845
Change+140 (+2%)
Value$2.8M (+$1.0M)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares6,943 from 1,592
Change+5,351 (+336%)
Value$2.7M (+$2.3M)
Filed 2026-10-29
Country Trust Bank
UNCHANGED
Shares6,927 from 6,927
Change0 (0%)
Value$2.7M (+$968.0K)
Filed 2026-10-30
Aspiriant, LLC
DECREASED
Shares6,906 from 6,949
Change-43 (-1%)
Value$2.7M (+$954.1K)
Filed 2026-10-16
Formidable Asset Management, LLC
DECREASED
Shares6,751 from 6,861
Change-110 (-2%)
Value$1.7M (+$50.9K)
Filed 2026-11-03
Great Diamond Partners, LLC
NEW
Shares6,718
Change+6,718
Value$2.7M
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares6,712 from 7,254
Change-542 (-7%)
Value$2.7M (+$799.6K)
Filed 2026-10-08
PFG Advisors
DECREASED
Shares6,699 from 8,677
Change-1,978 (-23%)
Value$2.6M (+$430.4K)
Filed 2026-10-16
Machina Capital S.A.S.
NEW
Shares6,668
Change+6,668
Value$2.6M
Filed 2026-11-05
Oakworth Capital, Inc.
INCREASED
Shares6,630 from 6,626
Change+4 (+0%)
Value$2.6M (+$886.6K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares6,610 from 7,098
Change-488 (-7%)
Value$2.6M (+$805.1K)
Filed 2026-11-05
Oak Thistle LLC
NEW
Shares6,576
Change+6,576
Value$2.6M
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares6,561 from 7,665
Change-1,104 (-14%)
Value$2.6M (+$634.6K)
Filed 2026-10-16
Bahl & Gaynor LLC
INCREASED
Shares6,557 from 6,555
Change+2 (+0%)
Value$2.6M (+$916.9K)
Filed 2026-11-05
Trust Co of Toledo NA
DECREASED
Shares6,556 from 6,908
Change-352 (-5%)
Value$2.6M (+$826.2K)
Filed 2026-10-16
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares6,555 from 6,733
Change-178 (-3%)
Value$2.9M (+$1.1M)
Filed 2026-10-19
Carolina Wealth Advisors, LLC
NEW
Shares6,525
Change+6,525
Value$2.6M
Filed 2026-10-23
Hurley Capital, LLC
INCREASED
Shares6,522 from 6,350
Change+172 (+3%)
Value$2.6M (+$955.5K)
Filed 2026-11-05
Carret Asset Management, LLC
DECREASED
Shares6,521 from 7,659
Change-1,138 (-15%)
Value$2.6M (+$620.4K)
Filed 2026-11-04
Neville Rodie & Shaw Inc
UNCHANGED
Shares6,444 from 6,444
Change0 (0%)
Value$2.5K (+$900)
Filed 2026-10-05
Verdence Capital Advisors LLC
DECREASED
Shares6,337 from 7,835
Change-1,498 (-19%)
Value$2.5M (+$502.8K)
Filed 2026-10-26
FNY Investment Advisers, LLC
NEW
Shares6,250
Change+6,250
Value$2.5K
Filed 2026-10-16
Asset One Wealth Management LLC
DECREASED
Shares6,224 from 7,778
Change-1,554 (-20%)
Value$2.5M (+$134.2K)
Filed 2026-11-02
Parcion Private Wealth LLC
INCREASED
Shares6,183 from 6,109
Change+74 (+1%)
Value$2.4M (+$883.0K)
Filed 2026-10-28
Sky Investment Group LLC
NEW
Shares6,167
Change+6,167
Value$2.4M
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares6,136 from 4,029
Change+2,107 (+52%)
Value$2.4M (+$1.4M)
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares6,105 from 522
Change+5,583 (+1070%)
Value$2.4M (+$2.3M)
Filed 2026-11-03
MBA Advisors LLC
DECREASED
Shares6,074 from 6,371
Change-297 (-5%)
Value$2.4M (+$772.9K)
Filed 2026-10-29
Vestor Capital, LLC
INCREASED
Shares6,050 from 111
Change+5,939 (+5350%)
Value$3.0K (+$3.0K)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares6,029 from 6,029
Change0 (0%)
Value$2.4M (+$842.8K)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED
Shares5,997 from 5,858
Change+139 (+2%)
Value$2.8M (+$1.1M)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares5,965 from 5,490
Change+475 (+9%)
Value$2.4M (+$954.9K)
Filed 2026-10-21
Linscomb Wealth, Inc.
DECREASED
Shares5,927 from 5,952
Change-25 (0%)
Value$2.3M (+$821.9K)
Filed 2026-11-05
Convergence Financial, LLC
DECREASED
Shares5,879 from 12,001
Change-6,122 (-51%)
Value$2.3M (-$743.7K)
Filed 2026-10-27
Stone Wealth Partners
NEW
Shares5,872
Change+5,872
Value$2.3M
Filed 2026-11-05
Courier Capital LLC
UNCHANGED
Shares5,850 from 5,850
Change0 (0%)
Value$2.3M (+$817.5K)
Filed 2026-10-19
Everhart Financial Group, Inc.
DECREASED
Shares5,821 from 5,842
Change-21 (0%)
Value$2.3M (+$808.1K)
Filed 2026-10-08
Valley Brook Capital Group, Inc.
DECREASED
Shares5,768 from 5,948
Change-180 (-3%)
Value$2.3M (+$760.1K)
Filed 2026-10-26
HMV Wealth Advisors, LLC
UNCHANGED
Shares5,673 from 5,673
Change0 (0%)
Value$2.2M (+$792.8K)
Filed 2026-10-27
Trueblood Wealth Management, LLC
DECREASED
Shares5,656 from 6,380
Change-724 (-11%)
Value$2.2M (+$605.4K)
Filed 2026-10-23
Glenview Trust Co
INCREASED
Shares5,647 from 5,188
Change+459 (+9%)
Value$2.2M (+$906.5K)
Filed 2026-10-28
Commonwealth Retirement Investments LLC
INCREASED
Shares5,633 from 5,468
Change+165 (+3%)
Value$2.2M (+$829.7K)
Filed 2026-10-26
TD Private Client Wealth LLC
DECREASED
Shares5,592 from 5,736
Change-144 (-3%)
Value$2.2M (+$744.7K)
Filed 2026-10-28
Smart Wealth LLC
INCREASED
Shares5,578 from 948
Change+4,630 (+488%)
Value$2.2M (+$2.0M)
Filed 2026-11-04
Sunpointe, LLC
INCREASED
Shares5,543 from 1,402
Change+4,141 (+295%)
Value$2.2M (+$1.8M)
Filed 2026-10-22
Founders Grove Wealth Partners, LLC
DECREASED
Shares5,508 from 5,770
Change-262 (-5%)
Value$2.2M (+$702.8K)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares5,482 from 5,482
Change0 (0%)
Value$2.2M (+$766.1K)
Filed 2026-11-03
Victory Financial Group, LLC
INCREASED
Shares5,475 from 5,171
Change+304 (+6%)
Value$2.2M (+$842.9K)
Filed 2026-10-27
Frank, Rimerman Advisors LLC
INCREASED
Shares5,475 from 5,456
Change+19 (+0%)
Value$2.2M (+$770.0K)
Filed 2026-10-16
BKM Wealth Management, LLC
DECREASED
Shares5,438 from 6,149
Change-711 (-12%)
Value$2.2M (+$578.2K)
Filed 2026-10-22
Tema Etfs LLC
INCREASED
Shares5,374 from 4,972
Change+402 (+8%)
Value$2.1M (+$853.8K)
Filed 2026-10-16
American National Bank & Trust
INCREASED
Shares5,356 from 5,354
Change+2 (+0%)
Value$2.1M (+$749.0K)
Filed 2026-10-07
Burns J W & Co Inc
DECREASED
Shares5,345 from 5,420
Change-75 (-1%)
Value$2.1M (+$727.8K)
Filed 2026-10-20
V-Square Quantitative Management LLC
DECREASED
Shares5,313 from 5,322
Change-9 (0%)
Value$2.1M (+$740.2K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED
Shares5,293 from 5,147
Change+146 (+3%)
Value$2.1M (+$777.2K)
Filed 2026-10-29
Compound Planning, Inc.
INCREASED
Shares5,252 from 4,828
Change+424 (+9%)
Value$2.1M (+$842.4K)
Filed 2026-11-05
PW Nova Financial Services LLC
INCREASED
Shares5,235 from 5,163
Change+72 (+1%)
Value$2.1M (+$750.1K)
Filed 2026-10-15
Paradigm Asset Management Co LLC
DECREASED
Shares5,200 from 5,700
Change-500 (-9%)
Value$2.1M (+$598.9K)
Filed 2026-11-05
Beverly Hills Private Wealth, LLC
INCREASED
Shares5,173 from 5,107
Change+66 (+1%)
Value$2.0M (+$739.8K)
Filed 2026-11-04
Calamos Wealth Management LLC
INCREASED
Shares5,069 from 4,903
Change+166 (+3%)
Value$2.0M (+$750.8K)
Filed 2026-11-02
Center for Financial Planning, Inc.
INCREASED
Shares5,064 from 4,683
Change+381 (+8%)
Value$2.0M (+$805.2K)
Filed 2026-10-26
Saxon Interests, Inc.
DECREASED
Shares5,045 from 6,498
Change-1,453 (-22%)
Value$2.0M (+$333.8K)
Filed 2026-10-26
International Assets Investment Management, LLC
DECREASED
Shares5,040 from 5,063
Change-23 (0%)
Value$2.1M (+$777.1K)
Filed 2026-11-02
Shepherd Street Advisors LLC
DECREASED
Shares5,005 from 5,114
Change-109 (-2%)
Value$2.3M (+$747.4K)
Filed 2026-10-21
Huntleigh Advisors, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$2.0M (+$698.8K)
Filed 2026-11-03
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares4,983 from 5,220
Change-237 (-5%)
Value$2.0M (+$635.8K)
Filed 2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares4,970 from 4,970
Change0 (0%)
Value$2.0M (+$694.6K)
Filed 2026-11-03
Point Nemo Capital, LLC
DECREASED
Shares4,965 from 5,007
Change-42 (-1%)
Value$2.0M (+$683.1K)
Filed 2026-11-03
Argentarii, LLC
INCREASED
Shares4,949 from 4,948
Change+1 (+0%)
Value$2.0M (+$292.3K)
Filed 2026-10-28
Trust Co of Vermont
INCREASED
Shares4,913 from 4,875
Change+38 (+1%)
Value$1.9M (+$696.3K)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares4,882 from 5,377
Change-495 (-9%)
Value$1.9M (+$555.6K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
DECREASED
Shares4,831 from 4,838
Change-7 (0%)
Value$1.9M (+$675.1K)
Filed 2026-10-26
Towne Trust Company, N.a
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$1.9M (+$670.8K)
Filed 2026-10-28
SS&H Financial Advisors, Inc.
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$1.9K (-$1.2M)
Filed 2026-10-28
Foundation Resource Management Inc
DECREASED
Shares4,779 from 4,929
Change-150 (-3%)
Value$1.9M (+$629.5K)
Filed 2026-10-19
Hummer Financial Advisory Services Inc
UNCHANGED
Shares4,732 from 4,732
Change0 (0%)
Value$1.9M (+$661.3K)
Filed 2026-10-09
Gibbs Wealth Management
DECREASED
Shares4,663 from 6,083
Change-1,420 (-23%)
Value$1.8M (+$288.7K)
Filed 2026-10-22
Knights of Columbus Asset Advisors LLC
NEW
Shares4,627
Change+4,627
Value$1.8M
Filed 2026-11-05
Sovran Advisors, LLC
DECREASED
Shares4,626 from 5,210
Change-584 (-11%)
Value$2.0M (+$406.5K)
Filed 2026-11-02
Worthington Financial Partners, LLC
DECREASED
Shares4,598 from 4,714
Change-116 (-2%)
Value$1.8M (+$613.1K)
Filed 2026-10-13
71 West Capital Partners
INCREASED
Shares4,528 from 4,477
Change+51 (+1%)
Value$1.8M (+$645.8K)
Filed 2026-11-04
Krilogy Financial LLC
INCREASED
Shares4,513 from 4,263
Change+250 (+6%)
Value$2.1M (+$980.6K)
Filed 2026-10-13
Shepherd Financial Partners LLC
UNCHANGED
Shares4,513 from 4,513
Change0 (0%)
Value$1.8M (+$630.7K)
Filed 2026-11-03
Acropolis Investment Management, LLC
DECREASED
Shares4,497 from 4,583
Change-86 (-2%)
Value$1.8M (+$606.5K)
Filed 2026-10-08
Central Bank & Trust Co
DECREASED
Shares4,464 from 4,499
Change-35 (-1%)
Value$1.8M (+$614.9K)
Filed 2026-10-09
Canopy Partners, LLC
DECREASED
Shares4,459 from 6,334
Change-1,875 (-30%)
Value$1.8M (+$143.8K)
Filed 2026-10-28
AIA Group Ltd
DECREASED
Shares4,400 from 12,561
Change-8,161 (-65%)
Value$1.7M (-$1.5M)
Filed 2026-10-30
Gradient Investments LLC
INCREASED
Shares4,376 from 4,163
Change+213 (+5%)
Value$1.7M (+$666.0K)
Filed 2026-10-08
Crestwood Advisors Group, LLC
INCREASED
Shares4,373 from 4,132
Change+241 (+6%)
Value$1.7M (+$672.7K)
Filed 2026-10-27
Piscataqua Savings Bank
DECREASED
Shares4,324 from 4,821
Change-497 (-10%)
Value$1.7M (+$477.2K)
Filed 2026-10-21
Woodstock Corp
DECREASED
Shares4,323 from 4,708
Change-385 (-8%)
Value$1.7M (+$505.7K)
Filed 2026-10-13
Eagle Bluffs Wealth Management LLC
UNCHANGED
Shares4,305 from 4,305
Change0 (0%)
Value$1.7M (+$601.6K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares4,301 from 9,289
Change-4,988 (-54%)
Value$1.7M (-$674.2K)
Filed 2026-10-29
Fairvoy Private Wealth, LLC
INCREASED
Shares4,300 from 1,000
Change+3,300 (+330%)
Value$1.7M (+$1.4M)
Filed 2026-10-19
Invera Wealth Advisors, LLC
DECREASED
Shares4,260 from 4,562
Change-302 (-7%)
Value$1.7M (+$518.1K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares4,201 from 4,197
Change+4 (+0%)
Value$1.7M (+$588.4K)
Filed 2026-10-26
Coastline Trust Co
UNCHANGED
Shares4,195 from 4,195
Change0 (0%)
Value$1.7M (+$586.3K)
Filed 2026-10-01
Procyon Advisors, LLC
DECREASED
Shares4,188 from 6,663
Change-2,475 (-37%)
Value$1.7M (-$47.5K)
Filed 2026-10-21
Challenger Wealth Management
DECREASED
Shares4,181 from 4,452
Change-271 (-6%)
Value$1.7M (+$514.9K)
Filed 2026-10-30
Salem Investment Counselors Inc
UNCHANGED
Shares4,122 from 4,122
Change0 (0%)
Value$1.6M (+$576.1K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares4,075 from 49
Change+4,026 (+8216%)
Value$1.6M (+$1.6M)
Filed 2026-10-30
Consilium Wealth Advisory, LLC
INCREASED
Shares4,068 from 3,991
Change+77 (+2%)
Value$1.6M (+$588.1K)
Filed 2026-10-14
Veracity Capital LLC
DECREASED
Shares4,057 from 4,463
Change-406 (-9%)
Value$1.6M (+$463.3K)
Filed 2026-10-08
Rosenberg Matthew Hamilton
UNCHANGED
Shares4,037 from 4,037
Change0 (0%)
Value$1.6M (+$564.2K)
Filed 2026-10-05
Chilton Capital Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.6M (+$559.0K)
Filed 2026-10-28
Forteris Wealth Management Inc.
DECREASED
Shares3,911 from 3,944
Change-33 (-1%)
Value$1.5M (+$538.1K)
Filed 2026-10-13
Aprio Wealth Management, LLC
INCREASED
Shares3,884 from 3,432
Change+452 (+13%)
Value$1.5M (+$658.4K)
Filed 2026-10-28
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares3,864 from 3,864
Change0 (0%)
Value$1.5M (+$540.0K)
Filed 2026-10-16
1620 Investment Advisors, Inc.
DECREASED
Shares3,830 from 5,557
Change-1,727 (-31%)
Value$1.5M (+$93.5K)
Filed 2026-11-04
Investors Research Corp
DECREASED
Shares3,806 from 4,696
Change-890 (-19%)
Value$1.5M (+$304.3K)
Filed 2026-10-07
Bill Few Associates, Inc.
DECREASED
Shares3,802 from 3,837
Change-35 (-1%)
Value$1.5M (+$522.4K)
Filed 2026-10-09
Avantax Planning Partners, Inc.
DECREASED
Shares3,779 from 3,788
Change-9 (0%)
Value$1.5M (+$525.9K)
Filed 2026-11-03
Cynosure Group, LLC
NEW
Shares3,766
Change+3,766
Value$1.5M
Filed 2026-11-03
Evergreen Capital Management LLC
INCREASED
Shares3,765 from 3,676
Change+89 (+2%)
Value$1.5M (+$548.9K)
Filed 2026-10-23
LVZ, Inc.
DECREASED
Shares3,725 from 5,060
Change-1,335 (-26%)
Value$1.5M (+$179.2K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares3,719 from 3,644
Change+75 (+2%)
Value$1.5M (+$538.8K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares3,714 from 2,933
Change+781 (+27%)
Value$1.5M (+$718.7K)
Filed 2026-10-23
WealthTrust Asset Management, LLC
DECREASED
Shares3,680 from 3,772
Change-92 (-2%)
Value$1.5M (+$490.8K)
Filed 2026-10-22
Trust Point Inc.
INCREASED
Shares3,672 from 3,430
Change+242 (+7%)
Value$1.5M (+$575.0K)
Filed 2026-10-27
FSM Wealth Advisors, LLC
DECREASED
Shares3,666 from 3,727
Change-61 (-2%)
Value$1.7M (+$745.6K)
Filed 2026-10-27
CWA Asset Management Group, LLC
DECREASED
Shares3,664 from 4,012
Change-348 (-9%)
Value$1.4M (+$423.0K)
Filed 2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,612 from 3,280
Change+332 (+10%)
Value$1.4M (+$589.7K)
Filed 2026-10-27
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares3,579 from 3,579
Change0 (0%)
Value$1.4M (+$500.1K)
Filed 2026-10-21
Beacon Capital Management, LLC
INCREASED
Shares3,573 from 3,572
Change+1 (+0%)
Value$1.4M (+$499.7K)
Filed 2026-10-23
Norden Group LLC
DECREASED
Shares3,552 from 4,338
Change-786 (-18%)
Value$1.4M (+$295.4K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
UNCHANGED
Shares3,549 from 3,549
Change0 (0%)
Value$1.4M (+$495.9K)
Filed 2026-10-09
Mission Wealth Management, LP
DECREASED
Shares3,546 from 8,072
Change-4,526 (-56%)
Value$1.4M (-$661.6K)
Filed 2026-10-15
DSG Capital Advisors, LLC
UNCHANGED
Shares3,545 from 3,545
Change0 (0%)
Value$1.4M (+$326.2K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,541 from 3,328
Change+213 (+6%)
Value$1.4M (+$549.3K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares3,537 from 1,575
Change+1,962 (+125%)
Value$1.4M (+$995.9K)
Filed 2026-11-03
VMS Asset Management Limited
NEW
Shares3,527
Change+3,527
Value$1.4M
Filed 2026-10-15
Union Bancaire Privee, UBP SA
DECREASED
Shares3,527 from 16,508
Change-12,981 (-79%)
Value$1.2M (-$2.6M)
Filed 2026-11-04
Associated Banc-Corp
DECREASED
Shares3,517 from 3,524
Change-7 (0%)
Value$1.4M (+$489.7K)
Filed 2026-10-30
Northland Securities, Inc.
UNCHANGED
Shares3,501 from 3,501
Change0 (0%)
Value$1.4M (+$489.3K)
Filed 2026-11-02
Applied Finance Capital Management, LLC
DECREASED
Shares3,447 from 4,408
Change-961 (-22%)
Value$1.4M (+$236.0K)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares3,446 from 1,771
Change+1,675 (+95%)
Value$1.4M (+$909.8K)
Filed 2026-10-22
Bath Savings Trust Co
NEW
Shares3,405
Change+3,405
Value$1.3M
Filed 2026-10-07
Signal Advisors Wealth, LLC
INCREASED
Shares3,393 from 2,548
Change+845 (+33%)
Value$1.3M (+$690.2K)
Filed 2026-10-13
Hunter Associates Investment Management LLC
INCREASED
Shares3,334 from 3,146
Change+188 (+6%)
Value$1.3K (-$802.7K)
Filed 2026-10-26
Avestar Capital, LLC
INCREASED
Shares3,330 from 2,976
Change+354 (+12%)
Value$1.3M (+$556.0K)
Filed 2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED
Shares3,303 from 4,302
Change-999 (-23%)
Value$1.3M (+$206.2K)
Filed 2026-10-05
Occidental Asset Management, LLC
DECREASED
Shares3,288 from 16,795
Change-13,507 (-80%)
Value$1.3M (-$3.0M)
Filed 2026-11-05
Meadow Creek Wealth Advisors LLC
DECREASED
Shares3,269 from 3,575
Change-306 (-9%)
Value$1.3M (+$378.6K)
Filed 2026-11-02
HBW Advisory Services LLC
DECREASED
Shares3,262 from 3,463
Change-201 (-6%)
Value$1.3M (+$404.5K)
Filed 2026-10-15
Kathmere Capital Management, LLC
INCREASED
Shares3,252 from 3,078
Change+174 (+6%)
Value$1.3M (+$499.0K)
Filed 2026-10-20
NTV Asset Management LLC
DECREASED
Shares3,252 from 3,302
Change-50 (-2%)
Value$1.3M (+$441.7K)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares3,251 from 2,997
Change+254 (+8%)
Value$1.3M (+$519.3K)
Filed 2026-10-22
Intrua Financial, LLC
DECREASED
Shares3,222 from 3,362
Change-140 (-4%)
Value$1.3M (+$414.5K)
Filed 2026-10-28
Welch Group, LLC
INCREASED
Shares3,207 from 2,164
Change+1,043 (+48%)
Value$1.3M (+$714.8K)
Filed 2026-10-29
Sara-Bay Financial
INCREASED
Shares3,129 from 3,114
Change+15 (+0%)
Value$1.2M (+$441.1K)
Filed 2026-10-21
First Bank & Trust
DECREASED
Shares3,096 from 3,217
Change-121 (-4%)
Value$1.2M (+$401.7K)
Filed 2026-10-19
Trust Co of Oklahoma
UNCHANGED
Shares3,092 from 3,092
Change0 (0%)
Value$1.2M (+$432.1K)
Filed 2026-10-15
BAR Harbor Wealth Management
DECREASED
Shares3,050 from 3,125
Change-75 (-2%)
Value$1.2M (+$407.1K)
Filed 2026-10-21
Greenfield Savings Bank
UNCHANGED
Shares3,006 from 3,006
Change0 (0%)
Value$1.2M (+$420.1K)
Filed 2026-10-07
LEE Danner & Bass Inc
UNCHANGED
Shares3,003 from 3,003
Change0 (0%)
Value$1.2M (+$419.7K)
Filed 2026-10-27
Chickasaw Capital Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$1.2M (+$1.2M)
Filed 2026-10-08
Succession Financial, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$1.2M (+$419.3K)
Filed 2026-10-14
USA Financial Formulas
NEW
Shares2,978
Change+2,978
Value$1.2M
Filed 2026-10-16
Brown Miller Wealth Management, LLC
UNCHANGED
Shares2,976 from 2,976
Change0 (0%)
Value$1.2M (+$415.9K)
Filed 2026-11-02
LMG Wealth Partners, LLC
INCREASED
Shares2,964 from 2,961
Change+3 (+0%)
Value$1.2M (+$414.9K)
Filed 2026-11-05
Manske Wealth Management
DECREASED
Shares2,963 from 3,084
Change-121 (-4%)
Value$1.2M (+$383.1K)
Filed 2026-10-26
Bullock Wealth Management Group
INCREASED
Shares2,963 from 2,945
Change+18 (+1%)
Value$1.2M (+$465.1K)
Filed 2026-10-09
Patton Albertson Miller Group, LLC
UNCHANGED
Shares2,945 from 2,945
Change0 (0%)
Value$1.2M (+$411.5K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares2,944 from 2,709
Change+235 (+9%)
Value$1.2M (+$471.5K)
Filed 2026-10-20
Smith Salley Wealth Management
INCREASED
Shares2,930 from 2,909
Change+21 (+1%)
Value$1.2M (+$414.8K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares2,924 from 2,626
Change+298 (+11%)
Value$1.2M (+$485.0K)
Filed 2026-11-05
Guyasuta Investment Advisors Inc
UNCHANGED
Shares2,911 from 2,911
Change0 (0%)
Value$1.2M (+$406.8K)
Filed 2026-10-15
Americana Partners, LLC
INCREASED
Shares2,906 from 2,781
Change+125 (+4%)
Value$1.1M (+$438.1K)
Filed 2026-10-28
Hamilton Capital, LLC
DECREASED
Shares2,887 from 3,332
Change-445 (-13%)
Value$1.1M (+$289.7K)
Filed 2026-10-08
Abacus Planning Group, Inc.
DECREASED
Shares2,886 from 2,897
Change-11 (0%)
Value$1.1M (+$400.5K)
Filed 2026-11-02
Chicago Capital, LLC
UNCHANGED
Shares2,884 from 2,884
Change0 (0%)
Value$1.1M (+$403.0K)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares2,862 from 2,504
Change+358 (+14%)
Value$1.1M (+$491.4K)
Filed 2026-11-03
Perpetual Ltd
INCREASED
Shares2,861 from 1,470
Change+1,391 (+95%)
Value$1.1M (+$755.5K)
Filed 2026-10-13
ABC Arbitrage SA
DECREASED
Shares2,850 from 19,751
Change-16,901 (-86%)
Value$1.1M (-$3.9M)
Filed 2026-10-23
TritonPoint Partners, LLC
DECREASED
Shares2,847 from 3,073
Change-226 (-7%)
Value$1.1M (+$340.1K)
Filed 2026-11-05
Catalyst Capital Advisors LLC
DECREASED
Shares2,815 from 3,975
Change-1,160 (-29%)
Value$1.1M (+$96.8K)
Filed 2026-11-02
Whitegate Investment Counselors, Inc.
DECREASED
Shares2,807 from 5,194
Change-2,387 (-46%)
Value$1.1M (-$217.9K)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares2,805 from 2,666
Change+139 (+5%)
Value$1.1M (+$427.7K)
Filed 2026-10-22
Hixon Zuercher, LLC
DECREASED
Shares2,769 from 3,163
Change-394 (-12%)
Value$1.1M (+$286.3K)
Filed 2026-10-13
Accredited Investors Inc.
INCREASED
Shares2,764 from 2,080
Change+684 (+33%)
Value$1.1M (+$561.1K)
Filed 2026-11-03
Cigna Investments Inc
DECREASED
Shares2,752 from 2,770
Change-18 (-1%)
Value$1.1K (-$706.9K)
Filed 2026-10-19
Aaron Wealth Advisors LLC
INCREASED
Shares2,746 from 2,495
Change+251 (+10%)
Value$1.1M (+$447.9K)
Filed 2026-10-13
Hanson & Doremus Investment Management
UNCHANGED
Shares2,743 from 2,743
Change0 (0%)
Value$1.1K (-$699.9K)
Filed 2026-10-16
Naples Global Advisors, LLC
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$1.1M (+$380.3K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares2,709 from 2,423
Change+286 (+12%)
Value$1.1M (+$451.7K)
Filed 2026-10-26
Quadcap Wealth Management, LLC
DECREASED
Shares2,708 from 3,389
Change-681 (-20%)
Value$1.1M (+$204.3K)
Filed 2026-11-02
Fort Washington Investment Advisors Inc
INCREASED
Shares2,708 from 2,526
Change+182 (+7%)
Value$1.1M (+$425.0K)
Filed 2026-10-15
Urban Wealth Management, LLC
DECREASED
Shares2,697 from 2,928
Change-231 (-8%)
Value$1.1M (+$317.8K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
DECREASED
Shares2,697 from 2,746
Change-49 (-2%)
Value$1.1M (+$364.1K)
Filed 2026-11-04
Summit Global Investments
DECREASED
Shares2,696 from 2,766
Change-70 (-3%)
Value$1.1K (-$705.9K)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares2,690 from 2,680
Change+10 (+0%)
Value$1.1M (+$378.5K)
Filed 2026-10-20
Tritonpoint Wealth, LLC
INCREASED
Shares2,687 from 2,669
Change+18 (+1%)
Value$1.1M (+$380.1K)
Filed 2026-10-19
RW Investment Management LLC
DECREASED
Shares2,674 from 2,815
Change-141 (-5%)
Value$1.1M (+$337.6K)
Filed 2026-11-03
Bria Capital Group, LLC
INCREASED
Shares2,670 from 2,625
Change+45 (+2%)
Value$1.1M (+$384.6K)
Filed 2026-10-22
Independence Bank of Kentucky
INCREASED
Shares2,668 from 2,557
Change+111 (+4%)
Value$1.1M (+$401.2K)
Filed 2026-10-26
Encompass Wealth Advisors, LLC
INCREASED
Shares2,660 from 1,326
Change+1,334 (+101%)
Value$1.1M (+$712.7K)
Filed 2026-10-15
Soltis Investment Advisors LLC
INCREASED
Shares2,659 from 1,598
Change+1,061 (+66%)
Value$1.1M (+$642.7K)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares2,635 from 10,620
Change-7,985 (-75%)
Value$1.0M (-$1.7M)
Filed 2026-10-30
Live Oak Investment Partners
DECREASED
Shares2,604 from 2,764
Change-160 (-6%)
Value$1.0M (+$323.0K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
INCREASED
Shares2,602 from 2,599
Change+3 (+0%)
Value$1.0M (+$225.1K)
Filed 2026-10-20
Postrock Partners LLC
UNCHANGED
Shares2,565 from 2,565
Change0 (0%)
Value$1.0M (+$358.5K)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
INCREASED
Shares2,548 from 2,215
Change+333 (+15%)
Value$1.0M (+$441.2K)
Filed 2026-10-16
Clark Asset Management, LLC
INCREASED
Shares2,536 from 2,530
Change+6 (+0%)
Value$1.0M (+$355.9K)
Filed 2026-10-19
Rainier Family Wealth Inc
DECREASED
Shares2,531 from 2,552
Change-21 (-1%)
Value$1.0M (+$348.3K)
Filed 2026-11-02
Asset Allocation & Management Company, LLC
UNCHANGED
Shares2,502 from 2,502
Change0 (0%)
Value$989 (+$349)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares2,485 from 2,462
Change+23 (+1%)
Value$982.4K (+$353.0K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares2,479 from 2,479
Change0 (0%)
Value$980.2K (+$346.4K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
INCREASED
Shares2,470 from 2,068
Change+402 (+19%)
Value$976.6K (+$447.9K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares2,456
Change+2,456
Value$1.0K
Filed 2026-11-03
Total Wealth Planning & Management, Inc.
DECREASED
Shares2,455 from 2,712
Change-257 (-9%)
Value$970.8K (+$277.4K)
Filed 2026-10-23
State of Wyoming
DECREASED
Shares2,445 from 2,836
Change-391 (-14%)
Value$966.8K (+$241.7K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares2,444 from 1,954
Change+490 (+25%)
Value$966.4K (+$466.9K)
Filed 2026-11-04
Aspen Investment Management Inc
DECREASED
Shares2,432 from 2,652
Change-220 (-8%)
Value$962 (+$284)
Filed 2026-11-05
Balboa Wealth Partners
INCREASED
Shares2,428 from 1,841
Change+587 (+32%)
Value$960.1K (+$489.4K)
Filed 2026-10-20
Blue Capital, Inc.
DECREASED
Shares2,424 from 3,242
Change-818 (-25%)
Value$958.4K (+$129.5K)
Filed 2026-10-13
Jefferies Financial Group Inc.
DECREASED
Shares2,419 from 6,297
Change-3,878 (-62%)
Value$956.5K (-$653.4K)
Filed 2026-11-05
Blue Fin Capital, Inc.
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$953.8K (+$337.1K)
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares2,409 from 2,409
Change0 (0%)
Value$952.6K (+$336.7K)
Filed 2026-11-02
Cache Advisors, LLC
INCREASED
Shares2,400 from 850
Change+1,550 (+182%)
Value$949.0K (+$731.7K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares2,386 from 1,789
Change+597 (+33%)
Value$943.6K (+$486.3K)
Filed 2026-10-08
Wealth Preservation Advisors, LLC
INCREASED
Shares2,384 from 2,015
Change+369 (+18%)
Value$942.7K (+$427.5K)
Filed 2026-11-05
Fiduciary Family Office, LLC
DECREASED
Shares2,383 from 2,836
Change-453 (-16%)
Value$942.3K (+$217.2K)
Filed 2026-11-04
Aviance Capital Partners, LLC
INCREASED
Shares2,380 from 2,371
Change+9 (+0%)
Value$941.1K (+$334.9K)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares2,374 from 2,033
Change+341 (+17%)
Value$910.7K (+$390.9K)
Filed 2026-11-03
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares2,371 from 2,371
Change0 (0%)
Value$937.5K (+$331.3K)
Filed 2026-10-21
Clark Financial Services Group Inc
INCREASED
Shares2,368 from 2,347
Change+21 (+1%)
Value$936.4K (+$336.3K)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED
Shares2,360 from 2,631
Change-271 (-10%)
Value$933.2K (+$260.5K)
Filed 2026-10-05
Syverson Strege & Co
DECREASED
Shares2,357 from 2,360
Change-3 (0%)
Value$932.0K (+$328.6K)
Filed 2026-11-02
Willis Johnson Wealth, Inc.
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$929.9K (+$328.6K)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares2,349 from 1,071
Change+1,278 (+119%)
Value$928.8K (+$655.0K)
Filed 2026-10-22
LightSquare Wealth Management, LLC
INCREASED
Shares2,342 from 2,310
Change+32 (+1%)
Value$926.1K (+$335.4K)
Filed 2026-11-03
Angeles Wealth Management, LLC
DECREASED
Shares2,339 from 2,517
Change-178 (-7%)
Value$924.9K (+$281.4K)
Filed 2026-10-26
Palisade Asset Management, LLC
DECREASED
Shares2,326 from 3,006
Change-680 (-23%)
Value$919.7K (+$151.2K)
Filed 2026-11-03
Integrated Advisors Network LLC
INCREASED
Shares2,326 from 2,069
Change+257 (+12%)
Value$919.8K (+$390.8K)
Filed 2026-10-20
Equitable Trust Co
DECREASED
Shares2,316 from 2,319
Change-3 (0%)
Value$915.8K (+$322.9K)
Filed 2026-10-13
Anchyra Partners LLC
INCREASED
Shares2,314 from 1,537
Change+777 (+51%)
Value$915.0K (+$522.0K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
INCREASED
Shares2,297 from 2,046
Change+251 (+12%)
Value$908.4K (+$385.1K)
Filed 2026-10-14
Symmetry Partners, LLC
INCREASED
Shares2,295 from 1,360
Change+935 (+69%)
Value$907.6K (+$559.9K)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares2,294 from 2,263
Change+31 (+1%)
Value$906.9K (+$328.4K)
Filed 2026-10-22
Fractal Investments LLC
UNCHANGED
Shares2,291 from 2,291
Change0 (0%)
Value$905.9K (+$320.2K)
Filed 2026-10-28
Joel Isaacson & Co., LLC
INCREASED
Shares2,267 from 2,094
Change+173 (+8%)
Value$896.5K (+$361.1K)
Filed 2026-11-05
Diversified Enterprises, LLC
INCREASED
Shares2,262 from 2,094
Change+168 (+8%)
Value$894.4K (+$358.9K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
DECREASED
Shares2,259 from 2,284
Change-25 (-1%)
Value$894 (-$531.2K)
Filed 2026-11-04
Outlook Wealth Advisors, LLC
INCREASED
Shares2,258 from 2,158
Change+100 (+5%)
Value$893.0K (+$341.2K)
Filed 2026-10-28
Saxony Capital Management, LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$889.7K (+$314.4K)
Filed 2026-10-15
Atticus Wealth Management, LLC
INCREASED
Shares2,232 from 2,166
Change+66 (+3%)
Value$882.8K (+$328.9K)
Filed 2026-10-20
Eddie Patel Inc
INCREASED
Shares2,222 from 1,546
Change+676 (+44%)
Value$878.6K (+$483.5K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
INCREASED
Shares2,215 from 2,200
Change+15 (+1%)
Value$875.9K (+$313.4K)
Filed 2026-10-21
Aljian Capital Management, LLC
INCREASED
Shares2,205 from 2,202
Change+3 (+0%)
Value$872.0K (+$309.1K)
Filed 2026-10-28
Viewpoint Investment Partners Corp
NEW
Shares2,200
Change+2,200
Value$869.9K
Filed 2026-10-26
Founders Financial Securities LLC
DECREASED
Shares2,200 from 2,360
Change-160 (-7%)
Value$869.9K (+$266.5K)
Filed 2026-10-28
Next Level Private LLC
INCREASED
Shares2,190 from 2,185
Change+5 (+0%)
Value$866.1K (+$307.4K)
Filed 2026-10-20
Washington Trust Co
DECREASED
Shares2,165 from 2,173
Change-8 (0%)
Value$856.1K (+$300.5K)
Filed 2026-10-22
Capital Asset Advisory Services LLC
DECREASED
Shares2,158 from 2,508
Change-350 (-14%)
Value$991.2K (+$350.0K)
Filed 2026-10-30
Global Strategic Investment Solutions, LLC
DECREASED
Shares2,155 from 2,184
Change-29 (-1%)
Value$852.1K (+$293.7K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
DECREASED
Shares2,154 from 2,200
Change-46 (-2%)
Value$851.6K (+$289.2K)
Filed 2026-10-13
Elm3 Financial Group, LLC
INCREASED
Shares2,151 from 1,431
Change+720 (+50%)
Value$850.6K (+$484.7K)
Filed 2026-10-07
First Financial Corp
INCREASED
Shares2,150 from 2,149
Change+1 (+0%)
Value$850.2K (+$300.7K)
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
DECREASED
Shares2,145 from 2,295
Change-150 (-7%)
Value$848.2K (+$261.4K)
Filed 2026-10-30
Rossmore Private Capital
UNCHANGED
Shares2,143 from 2,143
Change0 (0%)
Value$847.4K (+$299.5K)
Filed 2026-10-27
Sage Private Wealth Group, LLC
DECREASED
Shares2,138 from 2,959
Change-821 (-28%)
Value$845.4K (+$88.9K)
Filed 2026-10-21
Avior Wealth Management, LLC
INCREASED
Shares2,130 from 2,108
Change+22 (+1%)
Value$842.1K (+$303.3K)
Filed 2026-10-13
Howard Capital Management, LLC
DECREASED
Shares2,099 from 22,518
Change-20,419 (-91%)
Value$830.0K (-$4.9M)
Filed 2026-10-16
Searle & Co.
UNCHANGED
Shares2,098 from 2,098
Change0 (0%)
Value$829.6K (+$293.2K)
Filed 2026-11-04
Leelyn Smith, LLC
UNCHANGED
Shares2,066 from 2,066
Change0 (0%)
Value$817.1K (+$288.8K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares2,064 from 1,972
Change+92 (+5%)
Value$816.1K (+$312.0K)
Filed 2026-11-02
Cullinan Associates Inc
DECREASED
Shares2,060 from 2,260
Change-200 (-9%)
Value$814.6K (+$236.8K)
Filed 2026-11-03
B.A. Schrock Wealth Management, Inc.
NEW
Shares2,052
Change+2,052
Value$862.1K
Filed 2026-10-15
Caldwell Trust Co
INCREASED
Shares2,048 from 1,990
Change+58 (+3%)
Value$809.8K (+$301.0K)
Filed 2026-10-30
LVW Advisors, LLC
INCREASED
Shares2,046 from 1,696
Change+350 (+21%)
Value$809.0K (+$375.4K)
Filed 2026-10-19
Vicus Capital
DECREASED
Shares2,046 from 2,062
Change-16 (-1%)
Value$808.9K (+$281.8K)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares2,040 from 1,944
Change+96 (+5%)
Value$806.7K (+$309.6K)
Filed 2026-11-04
Alta Advisers Ltd
INCREASED
Shares2,028 from 1,157
Change+871 (+75%)
Value$801.9K (+$506.1K)
Filed 2026-11-02
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$790.8K (+$279.5K)
Filed 2026-10-06
Silverleafe Capital Partners, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$790.8K (+$279.5K)
Filed 2026-10-02
Annex Advisory Services, LLC
INCREASED
Shares1,990 from 1,977
Change+13 (+1%)
Value$786.8K (+$281.3K)
Filed 2026-10-16
Generali Investments, Management Co LLC
DECREASED
Shares1,971 from 2,067
Change-96 (-5%)
Value$779.4K (+$250.9K)
Filed 2026-10-19
Islay Capital Management, LLC
DECREASED
Shares1,969 from 4,605
Change-2,636 (-57%)
Value$778.6K (-$398.8K)
Filed 2026-10-20
Chatham Capital Group, Inc.
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$778.2K (+$275.0K)
Filed 2026-10-16
Hudock, Inc.
INCREASED
Shares1,967 from 1,951
Change+16 (+1%)
Value$778.0K (+$278.9K)
Filed 2026-10-14
Vanguard Capital Wealth Advisors
INCREASED
Shares1,964 from 1,640
Change+324 (+20%)
Value$776.6K (+$357.3K)
Filed 2026-10-16
Certified Advisory Corp
INCREASED
Shares1,964 from 1,961
Change+3 (+0%)
Value$776.7K (+$275.4K)
Filed 2026-10-29
TriaGen Wealth Management LLC
NEW
Shares1,960
Change+1,960
Value$775.0K
Filed 2026-10-14
High Net Worth Advisory Group LLC
INCREASED
Shares1,947 from 1,636
Change+311 (+19%)
Value$769.9K (+$351.6K)
Filed 2026-10-26
Eastern Bank
INCREASED
Shares1,936 from 1,897
Change+39 (+2%)
Value$765.5K (+$280.5K)
Filed 2026-10-05
West Paces Advisors Inc.
INCREASED
Shares1,934 from 1,434
Change+500 (+35%)
Value$764.9K (+$398.2K)
Filed 2026-10-13
Zullo Investment Group, Inc.
INCREASED
Shares1,924 from 1,922
Change+2 (+0%)
Value$760.8K (+$269.4K)
Filed 2026-10-20
Three Seasons Wealth, LLC
NEW
Shares1,913
Change+1,913
Value$756.4K
Filed 2026-11-03
IVC Wealth Advisors LLC
DECREASED
Shares1,902 from 2,555
Change-653 (-26%)
Value$752.1K (+$98.9K)
Filed 2026-10-23
BNB Wealth Management, LLC
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$748.9K (+$264.7K)
Filed 2026-10-28
MSH Capital Advisors LLC
INCREASED
Shares1,891 from 1,833
Change+58 (+3%)
Value$749.5K (+$280.9K)
Filed 2026-11-03
1900 Wealth Management LLC
INCREASED
Shares1,890 from 1,782
Change+108 (+6%)
Value$747.4K (+$291.9K)
Filed 2026-10-13
Heritage Investors Management Corp
DECREASED
Shares1,880 from 2,190
Change-310 (-14%)
Value$743 (-$559.3K)
Filed 2026-10-29
Hengehold Capital Management LLC
INCREASED
Shares1,875 from 1,872
Change+3 (+0%)
Value$741.3K (+$262.7K)
Filed 2026-10-16
Shakespeare Wealth Management, LLC
NEW
Shares1,868
Change+1,868
Value$738.6K
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares1,866 from 1,896
Change-30 (-2%)
Value$737.7K (+$253.1K)
Filed 2026-11-03
E&G Advisors, LLC
UNCHANGED
Shares1,859 from 1,859
Change0 (0%)
Value$735.0K (+$259.8K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
DECREASED
Shares1,854 from 1,891
Change-37 (-2%)
Value$733.1K (+$249.6K)
Filed 2026-10-21
Sound Income Strategies, LLC
DECREASED
Shares1,852 from 2,064
Change-212 (-10%)
Value$858.1K (+$330.4K)
Filed 2026-10-09
Todd Wealth Management, LLC
UNCHANGED
Shares1,846 from 1,846
Change0 (0%)
Value$729.9K (+$258.0K)
Filed 2026-10-19
CRA Financial Services, LLC
INCREASED
Shares1,844 from 1,823
Change+21 (+1%)
Value$729.0K (+$263.0K)
Filed 2026-10-16
Mirador Capital Partners LP
DECREASED
Shares1,837 from 1,875
Change-38 (-2%)
Value$726.4K (+$247.0K)
Filed 2026-10-09
Peoples Financial Services Corp.
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$724.4K (+$256.0K)
Filed 2026-10-20
Old Second National Bank of Aurora
INCREASED
Shares1,831 from 932
Change+899 (+96%)
Value$724.0K (+$485.7K)
Filed 2026-10-22
Pinion Investment Advisors, LLC
DECREASED
Shares1,825 from 1,843
Change-18 (-1%)
Value$721.6K (+$250.4K)
Filed 2026-11-04
Tactive Advisors, LLC
NEW
Shares1,816
Change+1,816
Value$718.1K
Filed 2026-10-08
Kennebec Savings Bank
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$717.7K (+$253.6K)
Filed 2026-10-22
IFG Advisors, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$711.8K (+$251.6K)
Filed 2026-10-15
Rose Capital Advisors LLC
INCREASED
Shares1,796 from 1,043
Change+753 (+72%)
Value$710.6K (+$444.0K)
Filed 2026-11-04
D'Orazio & Associates, Inc.
INCREASED
Shares1,795 from 1,769
Change+26 (+1%)
Value$709.8K (+$257.5K)
Filed 2026-11-04
Aull & Monroe Investment Management Corp
UNCHANGED
Shares1,794 from 1,794
Change0 (0%)
Value$709.4K (+$250.7K)
Filed 2026-10-16
Amplius Wealth Advisors, LLC
INCREASED
Shares1,788 from 1,574
Change+214 (+14%)
Value$706.9K (+$304.4K)
Filed 2026-10-20
Pathway Financial Advisors LLC
UNCHANGED
Shares1,785 from 1,785
Change0 (0%)
Value$705.8K (+$230.4K)
Filed 2026-10-07
Trilogy Capital Inc.
INCREASED
Shares1,779 from 1,775
Change+4 (+0%)
Value$703.6K (+$249.7K)
Filed 2026-10-20
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares1,777 from 1,872
Change-95 (-5%)
Value$702.7K (+$224.0K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,768 from 1,713
Change+55 (+3%)
Value$699.1K (+$259.1K)
Filed 2026-10-13
Modera Wealth Management, LLC
DECREASED
Shares1,765 from 1,870
Change-105 (-6%)
Value$698.0K (+$219.8K)
Filed 2026-10-28
Great Lakes Retirement, Inc.
INCREASED
Shares1,753 from 1,522
Change+231 (+15%)
Value$693.2K (+$304.1K)
Filed 2026-10-26
Everett Harris & Co
UNCHANGED
Shares1,752 from 1,752
Change0 (0%)
Value$692.8K (+$244.8K)
Filed 2026-10-28
Advisor OS, LLC
INCREASED
Shares1,748 from 1,335
Change+413 (+31%)
Value$691.2K (+$349.9K)
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,739 from 848
Change+891 (+105%)
Value$688 (-$216.3K)
Filed 2026-11-02
Brady Family Wealth, LLC
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$684.1K (+$241.8K)
Filed 2026-11-02
Sage Mountain Advisors LLC
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$680.1K (+$240.4K)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares1,708 from 1,630
Change+78 (+5%)
Value$675.4K (+$258.6K)
Filed 2026-10-02
Oslo Pensjonsforsikring AS
INCREASED
Shares1,706 from 1,554
Change+152 (+10%)
Value$674.6K (+$277.3K)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares1,703 from 933
Change+770 (+83%)
Value$673.4K (+$434.9K)
Filed 2026-11-04
Oakmont Investment Advisors, Inc.
NEW
Shares1,702
Change+1,702
Value$673.0K
Filed 2026-10-21
Cherry Creek Investment Advisors, Inc.
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$670.3K (+$236.9K)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares1,681 from 1,409
Change+272 (+19%)
Value$743.5K (+$368.2K)
Filed 2026-10-08
Platform Technology Partners
INCREASED
Shares1,673 from 1,624
Change+49 (+3%)
Value$661.5K (+$246.3K)
Filed 2026-11-02
Sterling Investment Counsel, LLC
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$658.4K (+$232.7K)
Filed 2026-10-19
Westside Investment Management, Inc.
INCREASED
Shares1,649 from 1,499
Change+150 (+10%)
Value$664.4K (+$281.1K)
Filed 2026-11-02
First National Bank Sioux Falls
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$651.7K (+$278.8K)
Filed 2026-10-13
Keystone Wealth Services, LLC
NEW
Shares1,647
Change+1,647
Value$645.8K
Filed 2026-11-03
Heritage Investment Group, Inc.
DECREASED
Shares1,647 from 1,649
Change-2 (0%)
Value$651.1K (+$229.6K)
Filed 2026-11-03
Highland Capital Management, LLC
NEW
Shares1,640
Change+1,640
Value$648.5K
Filed 2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares1,639 from 1,300
Change+339 (+26%)
Value$648.1K (+$315.7K)
Filed 2026-10-22
Cromwell Holdings LLC
DECREASED
Shares1,639 from 1,728
Change-89 (-5%)
Value$648.1K (+$206.3K)
Filed 2026-10-28
Nixon Peabody Trust Co
INCREASED
Shares1,627 from 1,602
Change+25 (+2%)
Value$643.3K (+$233.8K)
Filed 2026-10-23
Sigma Investment Counselors Inc
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$643.2K (+$227.3K)
Filed 2026-10-27
Jackson Creek Investment Advisors LLC
DECREASED
Shares1,626 from 1,638
Change-12 (-1%)
Value$643 (+$125)
Filed 2026-11-04
Cardinal Point Capital Management ULC
INCREASED
Shares1,623 from 1,000
Change+623 (+62%)
Value$641.7K (+$386.1K)
Filed 2026-10-21
Latitude Advisors, LLC
UNCHANGED
Shares1,622 from 1,622
Change0 (0%)
Value$641.5K (+$226.7K)
Filed 2026-10-27
Trust Co of the South
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$639.4K (+$226.0K)
Filed 2026-10-21
Southland Equity Partners LLC
INCREASED
Shares1,613 from 1,612
Change+1 (+0%)
Value$637.8K (+$225.7K)
Filed 2026-10-14
Chicago Trust Co NA
DECREASED
Shares1,612 from 1,948
Change-336 (-17%)
Value$637.4K (+$139.4K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED
Shares1,612 from 1,661
Change-49 (-3%)
Value$637.2K (+$212.7K)
Filed 2026-10-21
Magnus Financial Group LLC
INCREASED
Shares1,609 from 1,296
Change+313 (+24%)
Value$636.2K (+$305.0K)
Filed 2026-10-21
MBL Wealth, LLC
INCREASED
Shares1,603 from 902
Change+701 (+78%)
Value$633.9K (+$403.2K)
Filed 2026-10-22
Revisor Wealth Management LLC
NEW
Shares1,599
Change+1,599
Value$742.2K
Filed 2026-10-20
Unify Financial Advisors
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$626.7K (+$221.5K)
Filed 2026-11-03
Professional Advisory Services Inc
UNCHANGED
Shares1,584 from 1,584
Change0 (0%)
Value$626 (+$221)
Filed 2026-10-08
Augustine Asset Management Inc
DECREASED
Shares1,577 from 1,613
Change-36 (-2%)
Value$623.6K (+$211.2K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
DECREASED
Shares1,574 from 2,081
Change-507 (-24%)
Value$622.4K (+$90.2K)
Filed 2026-10-26
Souders Financial Advisors
DECREASED
Shares1,560 from 2,329
Change-769 (-33%)
Value$616.8K (+$21.5K)
Filed 2026-11-03
Brewster Financial Planning LLC
DECREASED
Shares1,558 from 1,837
Change-279 (-15%)
Value$616.1K (+$146.4K)
Filed 2026-10-13
Lewis Asset Management, LLC
DECREASED
Shares1,551 from 1,591
Change-40 (-3%)
Value$613.5K (+$206.7K)
Filed 2026-10-14
Westover Capital Advisors, LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$612.9K (+$216.6K)
Filed 2026-10-26
Marathon Capital Management
DECREASED
Shares1,541 from 1,700
Change-159 (-9%)
Value$609.3K (+$174.7K)
Filed 2026-10-23
Warwick Investment Management, Inc.
DECREASED
Shares1,541 from 1,668
Change-127 (-8%)
Value$609.3K (+$182.9K)
Filed 2026-10-19
Commerce Advisors, LLC
DECREASED
Shares1,540 from 1,550
Change-10 (-1%)
Value$608.9K (+$212.7K)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares1,532 from 1,843
Change-311 (-17%)
Value$605.7K (+$134.4K)
Filed 2026-10-15
CPA Asset Management Group, LLC
DECREASED
Shares1,525 from 1,575
Change-50 (-3%)
Value$603.0K (+$200.3K)
Filed 2026-10-26
Steel Grove Capital Advisors, LLC
DECREASED
Shares1,523 from 1,524
Change-1 (0%)
Value$602.1K (+$212.5K)
Filed 2026-10-13
Turn8 Private Wealth Inc.
DECREASED
Shares1,515 from 18,474
Change-16,959 (-92%)
Value$599.1K (-$4.6M)
Filed 2026-11-05
WealthPlan Investment Management, LLC
INCREASED
Shares1,509 from 1,449
Change+60 (+4%)
Value$596.9K (+$226.5K)
Filed 2026-10-15
Vista Investment Partners LLC
INCREASED
Shares1,507 from 1,458
Change+49 (+3%)
Value$595.9K (+$223.2K)
Filed 2026-10-08
Mitsubishi UFJ Asset Management (UK) Ltd.
NEW
Shares1,500
Change+1,500
Value$593
Filed 2026-10-22
Veery Capital, LLC
DECREASED
Shares1,500 from 1,566
Change-66 (-4%)
Value$593.1K (+$192.8K)
Filed 2026-10-07
Reston Wealth Management LLC
DECREASED
Shares1,500 from 1,505
Change-5 (0%)
Value$593.3K (+$208.6K)
Filed 2026-10-29
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$593.1K (+$209.6K)
Filed 2026-10-26
Miller Financial Services LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$593.1K (+$209.6K)
Filed 2026-10-20
Sava Infond d.o.o.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$593.1K (+$209.6K)
Filed 2026-10-28
Achmea Investment Management B.V.
NEW
Shares1,495
Change+1,495
Value$591.6K
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares1,493 from 1,493
Change0 (0%)
Value$590 (-$381.4K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
INCREASED
Shares1,491 from 92
Change+1,399 (+1521%)
Value$589.5K (+$566.0K)
Filed 2026-11-03
111 Capital
NEW
Shares1,482
Change+1,482
Value$586.0K
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares1,481 from 1,822
Change-341 (-19%)
Value$585.8K (+$119.8K)
Filed 2026-11-05
Titleist Asset Management, LLC
NEW
Shares1,480
Change+1,480
Value$585.3K
Filed 2026-10-08
Lionshead Wealth Management, LLC
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$581.3K (+$205.4K)
Filed 2026-10-21
Silverlake Wealth Management LLC
INCREASED
Shares1,467 from 1,466
Change+1 (+0%)
Value$579.9K (+$205.0K)
Filed 2026-10-21
Heck Capital Advisors, LLC
DECREASED
Shares1,462 from 2,067
Change-605 (-29%)
Value$578.3K (+$49.7K)
Filed 2026-10-14
First Heartland Consultants, Inc.
DECREASED
Shares1,458 from 1,662
Change-204 (-12%)
Value$576.6K (+$151.6K)
Filed 2026-10-08
Sculati Wealth Management, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$665.3K (+$212.0K)
Filed 2026-10-19
Post Resch Tallon Group Inc.
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$572.4K (+$202.3K)
Filed 2026-10-09
RMR Wealth Builders
DECREASED
Shares1,442 from 1,820
Change-378 (-21%)
Value$570.3K (+$104.9K)
Filed 2026-10-22
Global Assets Advisory, LLC
INCREASED
Shares1,442 from 1,419
Change+23 (+2%)
Value$629.6K (+$259.8K)
Filed 2026-10-28
S.A. Mason LLC
UNCHANGED
Shares1,442 from 1,442
Change0 (0%)
Value$570.2K (+$201.5K)
Filed 2026-10-13
Curated Wealth Partners LLC
INCREASED
Shares1,441 from 997
Change+444 (+45%)
Value$569.8K (+$314.9K)
Filed 2026-10-15
Bullseye Investment Management, LLC
DECREASED
Shares1,440 from 1,965
Change-525 (-27%)
Value$569.4K (+$67.0K)
Filed 2026-10-29
RED Cedar Investment Management, LLC
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$569.4K (+$201.2K)
Filed 2026-11-04
Enterprise Financial Services Corp
DECREASED
Shares1,428 from 1,501
Change-73 (-5%)
Value$564.7K (+$180.9K)
Filed 2026-11-03
Plancorp, LLC
INCREASED
Shares1,427 from 1,285
Change+142 (+11%)
Value$634.6K (+$253.1K)
Filed 2026-11-03
Balefire, LLC
DECREASED
Shares1,422 from 1,449
Change-27 (-2%)
Value$562.5K (+$192.0K)
Filed 2026-10-09
Cornerstone Wealth Group, LLC
INCREASED
Shares1,413 from 1,213
Change+200 (+16%)
Value$558.7K (+$248.5K)
Filed 2026-11-02
Conning Inc.
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$558.7K (+$197.5K)
Filed 2026-10-27
Milestone Asset Management, LLC
INCREASED
Shares1,406 from 838
Change+568 (+68%)
Value$556.2K (+$341.8K)
Filed 2026-10-15
Credit Capital Investments LLC
INCREASED
Shares1,400 from 950
Change+450 (+47%)
Value$553.6K (+$310.7K)
Filed 2026-10-22
Builder Investment Group Inc
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$553.6K (+$195.7K)
Filed 2026-10-22
Visionary Wealth Advisors
INCREASED
Shares1,391 from 1,286
Change+105 (+8%)
Value$549.9K (+$221.1K)
Filed 2026-11-04
Fidelity D & D Bancorp Inc
DECREASED
Shares1,387 from 1,459
Change-72 (-5%)
Value$548.4K (+$175.4K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares1,374 from 1,465
Change-91 (-6%)
Value$543.3K (+$168.8K)
Filed 2026-10-20
Means Investment Co., Inc.
INCREASED
Shares1,371 from 1,367
Change+4 (+0%)
Value$542.2K (+$192.8K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
INCREASED
Shares1,367 from 1,340
Change+27 (+2%)
Value$540.4K (+$197.9K)
Filed 2026-10-28
Camden National Bank
DECREASED
Shares1,354 from 1,583
Change-229 (-14%)
Value$535.4K (+$130.7K)
Filed 2026-11-02
Five Oceans Advisors
DECREASED
Shares1,351 from 1,378
Change-27 (-2%)
Value$534.2K (+$181.9K)
Filed 2026-10-22
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,350 from 990
Change+360 (+36%)
Value$533.8K (+$280.6K)
Filed 2026-11-02
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$533.8K (+$188.7K)
Filed 2026-10-13
One Way Holdings LLC
INCREASED
Shares1,336 from 1,307
Change+29 (+2%)
Value$528.3K (+$194.1K)
Filed 2026-10-29
Quadrant Private Wealth Management, LLC
NEW
Shares1,329
Change+1,329
Value$525.6K
Filed 2026-11-04
Sapient Capital LLC
DECREASED
Shares1,324 from 1,342
Change-18 (-1%)
Value$523.5K (+$180.4K)
Filed 2026-10-08
Tableaux LLC
UNCHANGED
Shares1,324 from 1,324
Change0 (0%)
Value$523.5K (+$185.0K)
Filed 2026-10-23
AlphaCentric Advisors LLC
INCREASED
Shares1,320 from 791
Change+529 (+67%)
Value$522.0K (+$319.7K)
Filed 2026-11-03
Willow Creek Capital Management, Inc.
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$334.9K ($0)
Filed 2026-10-16
Vann Equity Management LLC
DECREASED
Shares1,308 from 1,387
Change-79 (-6%)
Value$517.2K (+$162.7K)
Filed 2026-10-08
Triad Wealth Partners, LLC
DECREASED
Shares1,306 from 1,426
Change-120 (-8%)
Value$516.3K (+$78.6K)
Filed 2026-10-26
Badgley Phelps Wealth Managers, LLC
NEW
Shares1,304
Change+1,304
Value$515.6K
Filed 2026-10-22
Moneco Advisors, LLC
DECREASED
Shares1,298 from 1,463
Change-165 (-11%)
Value$513.1K (+$139.2K)
Filed 2026-11-05
Woodward Diversified Capital, LLC
DECREASED
Shares1,293 from 1,315
Change-22 (-2%)
Value$511.4K (+$175.1K)
Filed 2026-10-21
Cypress Wealth Services, LLC
DECREASED
Shares1,288 from 1,294
Change-6 (0%)
Value$557.1K (+$226.3K)
Filed 2026-10-21
Triton Wealth Management, Pllc
UNCHANGED
Shares1,288 from 1,288
Change0 (0%)
Value$538.8K (+$177.3K)
Filed 2026-11-04
Providence First Trust Co
NEW
Shares1,274
Change+1,274
Value$503.8K
Filed 2026-11-02
Gratus Wealth Advisors, LLC
INCREASED
Shares1,271 from 1,267
Change+4 (+0%)
Value$502.4K (+$178.4K)
Filed 2026-10-26
Root Financial Partners, LLC
INCREASED
Shares1,268 from 1,144
Change+124 (+11%)
Value$501.4K (+$208.9K)
Filed 2026-10-21
Foster Group, Inc.
INCREASED
Shares1,257 from 921
Change+336 (+36%)
Value$497.0K (+$261.6K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares1,257 from 1,317
Change-60 (-5%)
Value$497.2K (+$160.4K)
Filed 2026-10-19
Accel Wealth Management
INCREASED
Shares1,252 from 1,251
Change+1 (+0%)
Value$495.2K (+$175.3K)
Filed 2026-10-13
Ninety One UK Ltd
NEW
Shares1,250
Change+1,250
Value$494.3K
Filed 2026-10-15
Patriot Investment Management Group, Inc.
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$493.1K (+$174.3K)
Filed 2026-10-15
Private Client Services, LLC
INCREASED
Shares1,235 from 1,234
Change+1 (+0%)
Value$488.2K (+$172.6K)
Filed 2026-10-02
Accurate Wealth Management, LLC
DECREASED
Shares1,230 from 2,551
Change-1,321 (-52%)
Value$586.8K (-$137.1K)
Filed 2026-10-20
Impact Capital Partners LLC
INCREASED
Shares1,229 from 1,137
Change+92 (+8%)
Value$486.0K (+$195.3K)
Filed 2026-10-22
Nova R Wealth, Inc.
INCREASED
Shares1,224 from 1,223
Change+1 (+0%)
Value$483.9K (+$171.3K)
Filed 2026-10-26
Sather Financial Group Inc
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$482.8K (+$170.6K)
Filed 2026-10-30
JGP Wealth Management, LLC
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$481.6K (+$170.2K)
Filed 2026-10-13
Klingman & Associates, LLC
INCREASED
Shares1,208 from 1,010
Change+198 (+20%)
Value$477.7K (+$219.4K)
Filed 2026-10-20
Bison Wealth, LLC
INCREASED
Shares1,206 from 819
Change+387 (+47%)
Value$553.2K (+$333.0K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares1,206 from 1,194
Change+12 (+1%)
Value$476.9K (+$171.6K)
Filed 2026-10-19
Sharkey, Howes & Javer
NEW
Shares1,197
Change+1,197
Value$473.3K
Filed 2026-10-22
Waters Parkerson & Co., LLC
DECREASED
Shares1,192 from 1,304
Change-112 (-9%)
Value$471.3K (+$137.9K)
Filed 2026-11-04
Grandfield & Dodd, LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$470.6K (+$166.3K)
Filed 2026-10-29
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares1,188 from 1,188
Change0 (0%)
Value$469.8K (+$166.0K)
Filed 2026-10-16
Wealth Architects, LLC
DECREASED
Shares1,185 from 1,241
Change-56 (-5%)
Value$468.6K (+$151.3K)
Filed 2026-11-03
Quantum Financial Advisors, LLC
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$468.6K (+$165.6K)
Filed 2026-11-03
Stephen J. Garry & Associates, LLC
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$468.6K (+$165.6K)
Filed 2026-11-05
Albion Financial Group
INCREASED
Shares1,181 from 1,172
Change+9 (+1%)
Value$467.2K (+$167.5K)
Filed 2026-10-21
St. Louis Trust Co
UNCHANGED
Shares1,181 from 1,181
Change0 (0%)
Value$467.0K (-$1.0M)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares1,179 from 1,037
Change+142 (+14%)
Value$466.2K (+$200.9K)
Filed 2026-11-02
Bryant Woods Investment Advisors, LLC
INCREASED
Shares1,179 from 1,172
Change+7 (+1%)
Value$466.1K (+$166.6K)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares1,175 from 1,288
Change-113 (-9%)
Value$464.6K (+$135.3K)
Filed 2026-10-05
Grove Bank & Trust
UNCHANGED
Shares1,167 from 1,167
Change0 (0%)
Value$461.5K (+$163.1K)
Filed 2026-10-08
Gen-Wealth Partners Inc
INCREASED
Shares1,166 from 760
Change+406 (+53%)
Value$461.1K (+$266.8K)
Filed 2026-11-04
Client 1ST Advisory Group, LLC
INCREASED
Shares1,163 from 1,075
Change+88 (+8%)
Value$459.9K (+$185.0K)
Filed 2026-10-19
TBH Global Asset Management, LLC
INCREASED
Shares1,163 from 1,162
Change+1 (+0%)
Value$460.0K (+$162.8K)
Filed 2026-11-03
Madrona Financial Services, LLC
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$455.5K (+$161.0K)
Filed 2026-10-23
Investors Asset Management of Georgia Inc
DECREASED
Shares1,146 from 1,251
Change-105 (-8%)
Value$453.1K (+$133.3K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,146 from 1,103
Change+43 (+4%)
Value$453.0K (+$171.1K)
Filed 2026-11-03
Optimist Retirement Group LLC
NEW
Shares1,144
Change+1,144
Value$452.4K
Filed 2026-10-30
TrueWealth Advisors, LLC
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$452.2K (+$159.8K)
Filed 2026-10-09
Family Investment Center, Inc.
DECREASED
Shares1,143 from 1,391
Change-248 (-18%)
Value$452.1K (+$96.5K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares1,140 from 1,672
Change-532 (-32%)
Value$450.8K (+$23.4K)
Filed 2026-10-28
Collaborative Fund Advisors, LLC
NEW
Shares1,138
Change+1,138
Value$450.0K
Filed 2026-11-02
Retireful, LLC
NEW
Shares1,137
Change+1,137
Value$449.6K
Filed 2026-10-09
Masterinvest Kapitalanlage GmbH
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$442.1K (+$156.2K)
Filed 2026-11-03
RKL Wealth Management LLC
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$442.2K (+$156.3K)
Filed 2026-10-16
EPG Wealth Management LLC
NEW
Shares1,115
Change+1,115
Value$440.8K
Filed 2026-11-03
Hilltop National Bank
DECREASED
Shares1,115 from 1,411
Change-296 (-21%)
Value$440.9K (+$80.1K)
Filed 2026-10-14
Fideuram Asset Management (Ireland) dac
DECREASED
Shares1,109 from 7,581
Change-6,472 (-85%)
Value$426.9K (-$1.4M)
Filed 2026-10-29
Traveka Wealth, LLC
INCREASED
Shares1,108 from 856
Change+252 (+29%)
Value$438.2K (+$219.3K)
Filed 2026-10-19
Legacy Advisors, LLC
DECREASED
Shares1,108 from 1,133
Change-25 (-2%)
Value$438.2K (+$148.5K)
Filed 2026-10-19
Guilbault Capital LLC
DECREASED
Shares1,106 from 1,131
Change-25 (-2%)
Value$437.3K (+$148.2K)
Filed 2026-10-28
KG Capital Management
NEW
Shares1,105
Change+1,105
Value$436.9K
Filed 2026-10-15
Investment Partners, Ltd.
INCREASED
Shares1,105 from 1,004
Change+101 (+10%)
Value$436.8K (+$180.0K)
Filed 2026-10-29
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares1,102 from 1,425
Change-323 (-23%)
Value$435.7K (+$71.4K)
Filed 2026-10-29
Altus Wealth Group LLC
DECREASED
Shares1,100 from 1,140
Change-40 (-4%)
Value$435.0K (+$143.5K)
Filed 2026-10-20
Columbia Asset Management
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$435.0K (+$153.7K)
Filed 2026-10-19
Beacon Financial Group
INCREASED
Shares1,096 from 1,033
Change+63 (+6%)
Value$433.4K (+$169.3K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,095 from 1,272
Change-177 (-14%)
Value$433.0K (+$107.8K)
Filed 2026-10-27
City State Bank
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$431.4K (+$152.5K)
Filed 2026-10-20
First Command Advisory Services, Inc.
INCREASED
Shares1,080 from 257
Change+823 (+320%)
Value$427.1K (+$361.3K)
Filed 2026-11-05
55 North Private Wealth, LLC
INCREASED
Shares1,080 from 996
Change+84 (+8%)
Value$427.1K (+$172.4K)
Filed 2026-10-20
Investment Research Partners LLC
INCREASED
Shares1,079 from 1,076
Change+3 (+0%)
Value$426.7K (+$151.6K)
Filed 2026-10-19
Waldron Private Wealth LLC
INCREASED
Shares1,078 from 1,032
Change+46 (+4%)
Value$426.3K (+$162.4K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED
Shares1,077 from 1,082
Change-5 (0%)
Value$425.8K (+$149.3K)
Filed 2026-10-16
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares1,072 from 1,016
Change+56 (+6%)
Value$423.9K (+$164.1K)
Filed 2026-10-08
Focus Financial Network, Inc.
INCREASED
Shares1,066 from 1,045
Change+21 (+2%)
Value$421.5K (+$154.2K)
Filed 2026-10-14
Oak Harvest Investment Services
INCREASED
Shares1,061 from 1,057
Change+4 (+0%)
Value$419.7K (+$149.6K)
Filed 2026-10-20
Cooper Financial Group
INCREASED
Shares1,060 from 852
Change+208 (+24%)
Value$419.2K (+$201.4K)
Filed 2026-10-07
Dudley Capital Management, LLC
INCREASED
Shares1,058 from 1,057
Change+1 (+0%)
Value$418.5K (+$148.3K)
Filed 2026-10-23
Embree Financial Group
DECREASED
Shares1,057 from 1,068
Change-11 (-1%)
Value$417.9K (+$144.9K)
Filed 2026-10-22
Rockland Trust Co
NEW
Shares1,056
Change+1,056
Value$417.6K
Filed 2026-10-05
Successful Portfolios LLC
INCREASED
Shares1,055 from 1,054
Change+1 (+0%)
Value$455.7K (+$156.7K)
Filed 2026-10-09
Riversedge Advisors, LLC
INCREASED
Shares1,050 from 942
Change+108 (+11%)
Value$415.2K (+$174.4K)
Filed 2026-10-09
Capital Wealth Alliance, LLC
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$414.0K (+$146.3K)
Filed 2026-10-20
Olympiad Research LP
INCREASED
Shares1,044 from 968
Change+76 (+8%)
Value$412.8K (+$165.3K)
Filed 2026-11-04
SYM Financial Corp
INCREASED
Shares1,044 from 968
Change+76 (+8%)
Value$412.6K (+$165.2K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,042 from 476
Change+566 (+119%)
Value$411.9K (+$290.2K)
Filed 2026-10-26
Midland Wealth Advisors, LLC
INCREASED
Shares1,037 from 1,022
Change+15 (+1%)
Value$410.1K (+$148.8K)
Filed 2026-10-26
Elyxium Wealth, LLC
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$409.7K (+$144.8K)
Filed 2026-10-27
Nitor Capital Management, LLC
DECREASED
Shares1,035 from 1,070
Change-35 (-3%)
Value$409.3K (+$135.7K)
Filed 2026-11-04
Invested Advisors
INCREASED
Shares1,035 from 1,032
Change+3 (+0%)
Value$409.3K (+$145.4K)
Filed 2026-10-23
First Merchants Corp
DECREASED
Shares1,028 from 1,175
Change-147 (-13%)
Value$406.5K (+$106.1K)
Filed 2026-10-15
Davis Investment Partners, LLC
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$405.7K (+$143.4K)
Filed 2026-11-05
Cypress Point Wealth Management, LLC
DECREASED
Shares1,024 from 1,049
Change-25 (-2%)
Value$404.8K (+$136.6K)
Filed 2026-11-03
First Community Trust NA
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$403.3K (+$142.5K)
Filed 2026-10-07
AM Investment Strategies LLC
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$402 (+$142)
Filed 2026-11-05
Crescent Sterling, Ltd.
INCREASED
Shares1,017 from 1,008
Change+9 (+1%)
Value$402.0K (+$144.4K)
Filed 2026-10-16
Mezzasalma Advisors, LLC
INCREASED
Shares1,005 from 962
Change+43 (+4%)
Value$397.4K (+$151.4K)
Filed 2026-10-14
AdvisorNet Financial, Inc
DECREASED
Shares1,004 from 1,032
Change-28 (-3%)
Value$487.0K (+$223.1K)
Filed 2026-10-15
Capital Investment Counsel, Inc
DECREASED
Shares1,000 from 1,226
Change-226 (-18%)
Value$395.4K (+$82.0K)
Filed 2026-10-20
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$395.4K (+$139.8K)
Filed 2026-10-19
Crescent Grove Advisors, LLC
DECREASED
Shares998 from 1,415
Change-417 (-29%)
Value$394.6K (+$32.9K)
Filed 2026-10-21
KRS Capital Management, LLC
DECREASED
Shares994 from 1,166
Change-172 (-15%)
Value$393.1K (+$95.0K)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
INCREASED
Shares994 from 982
Change+12 (+1%)
Value$392.9K (+$141.9K)
Filed 2026-10-19
Michels Family Financial, LLC
DECREASED
Shares993 from 1,742
Change-749 (-43%)
Value$392.7K (-$52.7K)
Filed 2026-11-02
Weatherly Asset Management L. P.
DECREASED
Shares977 from 1,157
Change-180 (-16%)
Value$386.5K (+$90.6K)
Filed 2026-10-20
Verus Financial Partners, Inc.
INCREASED
Shares976 from 968
Change+8 (+1%)
Value$385.8K (+$138.3K)
Filed 2026-10-29
Santori & Peters, Inc.
INCREASED
Shares975 from 973
Change+2 (+0%)
Value$385.6K (+$136.7K)
Filed 2026-10-26
Tabr Capital Management, LLC
NEW
Shares973
Change+973
Value$384.6K
Filed 2026-10-20
Roman Butler Fullerton & Co
NEW
Shares971
Change+971
Value$460.1K
Filed 2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED
Shares967 from 1,584
Change-617 (-39%)
Value$382.4K (-$22.6K)
Filed 2026-10-20
Keudell ison Wealth Management
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$382.0K (+$135.0K)
Filed 2026-10-16
FAI Advisors, Inc.
DECREASED
Shares961 from 965
Change-4 (0%)
Value$380.0K (+$133.3K)
Filed 2026-10-27
Texas Bank & Trust Co
NEW
Shares960
Change+960
Value$379.6K
Filed 2026-11-04
Financial Management Professionals, Inc.
INCREASED
Shares960 from 958
Change+2 (+0%)
Value$379.7K (+$134.8K)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
INCREASED
Shares950 from 750
Change+200 (+27%)
Value$375.6K (+$183.9K)
Filed 2026-10-16
North Forty Two & Co.
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$374.5K (+$132.3K)
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares946 from 902
Change+44 (+5%)
Value$374.3K (+$143.7K)
Filed 2026-11-02
Kimelman & Baird, LLC
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$372.5K (+$131.6K)
Filed 2026-11-03
Karras Company, Inc.
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$369.7K (+$130.7K)
Filed 2026-10-16
LexAurum Advisors, LLC
INCREASED
Shares930 from 906
Change+24 (+3%)
Value$367.8K (+$136.2K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
INCREASED
Shares929 from 837
Change+92 (+11%)
Value$370.9K (+$153.9K)
Filed 2026-10-22
Elevatus Welath Management
INCREASED
Shares929 from 891
Change+38 (+4%)
Value$367.5K (+$139.6K)
Filed 2026-10-19
Forum Financial Management, LP
INCREASED
Shares923 from 897
Change+26 (+3%)
Value$365.0K (+$135.6K)
Filed 2026-10-16
Clarus Group, Inc.
INCREASED
Shares922 from 920
Change+2 (+0%)
Value$364.5K (+$129.3K)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
INCREASED
Shares918 from 910
Change+8 (+1%)
Value$363.0K (+$130.4K)
Filed 2026-10-30
YHB Investment Advisors, Inc.
NEW
Shares917
Change+917
Value$362.6K
Filed 2026-10-08
Balentine LLC
DECREASED
Shares910 from 1,056
Change-146 (-14%)
Value$359.8K (+$89.8K)
Filed 2026-11-03
Regent Peak Wealth Advisors LLC
INCREASED
Shares910 from 864
Change+46 (+5%)
Value$359.8K (+$138.9K)
Filed 2026-10-13
Advisors Management Group Inc
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$359 (-$231.6K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares908 from 948
Change-40 (-4%)
Value$358.9K (+$113.2K)
Filed 2026-10-13
Univest Financial Corp
INCREASED
Shares905 from 851
Change+54 (+6%)
Value$357.9K (+$140.3K)
Filed 2026-11-05
Altfest L J & Co Inc
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$356.7K (+$126.1K)
Filed 2026-10-27
Income Insurance Ltd
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$356.7K (+$126.1K)
Filed 2026-10-21
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$355.9K (+$125.8K)
Filed 2026-11-02
Peterson Wealth Advisors, LLC
DECREASED
Shares898 from 900
Change-2 (0%)
Value$355.0K (+$124.7K)
Filed 2026-10-08
Regatta Capital Group, LLC
DECREASED
Shares892 from 930
Change-38 (-4%)
Value$352.8K (+$115.0K)
Filed 2026-10-23
XXI Wealth, LLC
INCREASED
Shares890 from 820
Change+70 (+9%)
Value$351.9K (+$142.3K)
Filed 2026-10-22
Analyst IMS Investment Management Services Ltd.
NEW
Shares886
Change+886
Value$350
Filed 2026-11-05
Ellis Investment Partners, LLC
DECREASED
Shares885 from 997
Change-112 (-11%)
Value$350.3K (+$95.4K)
Filed 2026-10-21
Adirondack Trust Co
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$349.9K (+$123.7K)
Filed 2026-10-14
SkyOak Wealth, LLC
DECREASED
Shares878 from 1,065
Change-187 (-18%)
Value$347.2K (+$74.9K)
Filed 2026-10-28
Inscription Capital, LLC
DECREASED
Shares875 from 1,131
Change-256 (-23%)
Value$346.0K (+$57.0K)
Filed 2026-11-02
New Covenant Trust Company, N.A.
DECREASED
Shares875 from 900
Change-25 (-3%)
Value$346.0K (+$115.9K)
Filed 2026-10-08
Alpha Family Trust
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$223.7K ($0)
Filed 2026-11-04
PFS Partners, LLC
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$346.0K (+$122.3K)
Filed 2026-10-21
GHP Investment Advisors, Inc.
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$344.4K (+$121.7K)
Filed 2026-10-15
Howland Capital Management LLC
INCREASED
Shares868 from 794
Change+74 (+9%)
Value$343.2K (+$140.2K)
Filed 2026-10-22
Kercheville Advisors, LLC
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$342.8K (+$121.2K)
Filed 2026-10-19
Fortitude Family Office, LLC
INCREASED
Shares866 from 331
Change+535 (+162%)
Value$342.4K (+$257.8K)
Filed 2026-10-14
World Equity Group, Inc.
NEW
Shares865
Change+865
Value$342.3K
Filed 2026-10-14
Global Wealth Management Investment Advisory, Inc.
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$342.1K (+$121.0K)
Filed 2026-11-04
Financial Partners Group, Inc
DECREASED
Shares863 from 885
Change-22 (-2%)
Value$341.1K (+$114.7K)
Filed 2026-10-19
First Business Financial Services, Inc.
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$338.9K (+$119.8K)
Filed 2026-10-29
Matrix Asset Advisors Inc
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$337.7K (+$119.3K)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
DECREASED
Shares852 from 857
Change-5 (-1%)
Value$336.9K (+$117.8K)
Filed 2026-10-22
Grey Fox Wealth Advisors, LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$337.1K (+$119.1K)
Filed 2026-11-03
Secure Asset Management, LLC
DECREASED
Shares839 from 869
Change-30 (-3%)
Value$331.8K (+$109.5K)
Filed 2026-10-19
Certuity, LLC
DECREASED
Shares828 from 830
Change-2 (0%)
Value$327.4K (+$115.2K)
Filed 2026-11-02
Moran Wealth Management, LLC
NEW
Shares827
Change+827
Value$327.0K
Filed 2026-10-22
Eagle Global Advisors LLC
UNCHANGED
Shares827 from 827
Change0 (0%)
Value$327.1K (+$115.6K)
Filed 2026-11-02
Beacon Financial Advisory LLC
NEW
Shares823
Change+823
Value$325.2K
Filed 2026-10-16
Capital Advisors, Ltd. LLC
INCREASED
Shares820 from 803
Change+17 (+2%)
Value$324 (+$119)
Filed 2026-10-27
Hudson Capital Management LLC
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$323.5K (+$114.3K)
Filed 2026-10-20
Wilkins Miller Wealth Management, LLC
INCREASED
Shares816 from 814
Change+2 (+0%)
Value$322.7K (+$114.5K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$321.1K (+$113.5K)
Filed 2026-10-16
Horizon Wealth Management, LLC
NEW
Shares811
Change+811
Value$320.5K
Filed 2026-11-02
Walker Asset Management, LLC
INCREASED
Shares811 from 810
Change+1 (+0%)
Value$320.7K (+$113.7K)
Filed 2026-10-13
U S Global Investors Inc
NEW
Shares800
Change+800
Value$316.3K
Filed 2026-10-22
Brucke Financial, Inc.
DECREASED
Shares800 from 842
Change-42 (-5%)
Value$316.3K (+$100.9K)
Filed 2026-10-23
Wespac Advisors, LLC
NEW
Shares797
Change+797
Value$315.2K
Filed 2026-10-26
Central Valley Advisors, LLC
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$315.1K (+$111.4K)
Filed 2026-10-27
TrustBank
DECREASED
Shares794 from 819
Change-25 (-3%)
Value$314.0K (+$104.6K)
Filed 2026-10-20
MTM Investment Management, LLC
INCREASED
Shares794 from 793
Change+1 (+0%)
Value$314.0K (+$111.4K)
Filed 2026-10-30
Childress Capital Advisors, LLC
NEW
Shares792
Change+792
Value$313.2K
Filed 2026-10-28
Brown Wealth Management, LLC
NEW
Shares791
Change+791
Value$312.8K
Filed 2026-10-20
Buck Wealth Strategies, LLC
INCREASED
Shares789 from 703
Change+86 (+12%)
Value$312.0K (+$132.3K)
Filed 2026-10-28
Stiles Financial Services Inc
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$311.7K (+$110.3K)
Filed 2026-10-30
Compass Wealth Management LLC
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$310.4K (+$109.7K)
Filed 2026-10-22
MV Capital Management, Inc.
DECREASED
Shares784 from 1,048
Change-264 (-25%)
Value$310.0K (+$42.1K)
Filed 2026-10-29
Fragasso Financial Advisors Inc
NEW
Shares783
Change+783
Value$356.4K
Filed 2026-10-13
Ellsworth Advisors, LLC
DECREASED
Shares780 from 811
Change-31 (-4%)
Value$308.6K (+$66.1K)
Filed 2026-10-15
Ipsen Advisor Group LLC
DECREASED
Shares779 from 788
Change-9 (-1%)
Value$308.1K (+$106.6K)
Filed 2026-10-29
Delta Financial Advisors LLC
NEW
Shares775
Change+775
Value$306.5K
Filed 2026-10-27
Legacy Financial Group, Inc.
NEW
Shares773
Change+773
Value$305.7K
Filed 2026-10-21
Graves Light Lenhart Wealth, Inc.
NEW
Shares771
Change+771
Value$304.9K
Filed 2026-10-09
DB&C Advisors, LLC
NEW
Shares769
Change+769
Value$304.2K
Filed 2026-10-26
Weaver Consulting Group
NEW
Shares766
Change+766
Value$303.0K
Filed 2026-10-07
CWS Financial Advisors, LLC
NEW
Shares765
Change+765
Value$302.5K
Filed 2026-10-16
Spring Capital Management, LLC
NEW
Shares765
Change+765
Value$302.5K
Filed 2026-10-09
Provident Wealth Management, LLC
DECREASED
Shares765 from 852
Change-87 (-10%)
Value$302.5K (+$84.7K)
Filed 2026-10-20
Revolve Wealth Partners, LLC
NEW
Shares764
Change+764
Value$302.2K
Filed 2026-10-23
Diligent Investors, LLC
NEW
Shares763
Change+763
Value$301.7K
Filed 2026-10-21
Montecito Bank & Trust
NEW
Shares762
Change+762
Value$301.3K
Filed 2026-10-01
Robinswood Financial LLC
DECREASED
Shares762 from 832
Change-70 (-8%)
Value$360.9K (+$148.1K)
Filed 2026-10-20
United Asset Strategies, Inc.
NEW
Shares760
Change+760
Value$300.6K
Filed 2026-10-28
Legacy Financial Strategies, LLC
NEW
Shares758
Change+758
Value$299.7K
Filed 2026-10-15
JFS Wealth Advisors, LLC
INCREASED
Shares757 from 673
Change+84 (+12%)
Value$299.3K (+$127.3K)
Filed 2026-11-03
NWF Advisory Services Inc.
NEW
Shares754
Change+754
Value$298.1K
Filed 2026-10-19
Traynor Capital Management, Inc.
NEW
Shares753
Change+753
Value$297.9K
Filed 2026-10-29
Brandywine OAK Private Wealth LLC
NEW
Shares751
Change+751
Value$297.0K
Filed 2026-10-23
Schneider Downs Wealth Management Advisors, LP
NEW
Shares747
Change+747
Value$295.4K
Filed 2026-10-27
Franklin Street Advisors Inc
NEW
Shares745
Change+745
Value$294.6K
Filed 2026-10-13
Sweeney & Michel, LLC
UNCHANGED
Shares743 from 743
Change0 (0%)
Value$293.8K (+$72.2K)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
NEW
Shares742
Change+742
Value$293.5K
Filed 2026-10-14
Kane Co Wealth Management, Inc.
NEW
Shares740
Change+740
Value$292.6K
Filed 2026-11-04
BLB&B Advisors, LLC
NEW
Shares737
Change+737
Value$291.6K
Filed 2026-10-27
Sun Group Wealth Partners
NEW
Shares737
Change+737
Value$291.4K
Filed 2026-10-26
Lakeshore Financial Planning, Inc.
NEW
Shares735
Change+735
Value$290.7K
Filed 2026-10-13
Realta Investment Advisors
DECREASED
Shares735 from 1,280
Change-545 (-43%)
Value$290.6K (-$36.6K)
Filed 2026-10-14
Equity Wealth Partners, LLC
NEW
Shares733
Change+733
Value$289.7K
Filed 2026-10-26
Wallington Asset Management, LLC
NEW
Shares732
Change+732
Value$289.4K
Filed 2026-11-04
Northside Capital Management, LLC
NEW
Shares732
Change+732
Value$289.4K
Filed 2026-10-13
North Capital, Inc.
NEW
Shares731
Change+731
Value$348.7K
Filed 2026-10-16
Harbor Group, Inc.
NEW
Shares731
Change+731
Value$288.9K
Filed 2026-10-14
WealthBridge Capital Management, LLC
NEW
Shares730
Change+730
Value$288.7K
Filed 2026-10-16
Journey Retirement Planning & Investment Management LLC
NEW
Shares730
Change+730
Value$289.2K
Filed 2026-10-09
Iron Financial LLC
NEW
Shares729
Change+729
Value$288.2K
Filed 2026-10-23
True North Advisors, LLC
NEW
Shares728
Change+728
Value$287.9K
Filed 2026-10-22
Nadler Financial Group, Inc.
NEW
Shares725
Change+725
Value$286.7K
Filed 2026-10-23
25 LLC
NEW
Shares724
Change+724
Value$286.3K
Filed 2026-10-13
GR Financial Group, LLC
NEW
Shares723
Change+723
Value$285.9K
Filed 2026-10-27
Auour Investments LLC
NEW
Shares720
Change+720
Value$284.7K
Filed 2026-10-28
Seven Post Investment Office LP
NEW
Shares720
Change+720
Value$284.7K
Filed 2026-10-26
WestHill Financial Advisors, Inc.
NEW
Shares718
Change+718
Value$283.9K
Filed 2026-10-14
Kingsman Wealth Management, Inc.
NEW
Shares713
Change+713
Value$281.9K
Filed 2026-10-13
Autumn Glory Partners, LLC
NEW
Shares712
Change+712
Value$281.5K
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares711
Change+711
Value$281.4K
Filed 2026-10-09
James Investment Research, Inc.
NEW
Shares704
Change+704
Value$278.4K
Filed 2026-10-22
Talbot Financial, LLC
NEW
Shares704
Change+704
Value$278.4K
Filed 2026-10-19
Hamilton Point Investment Advisors, LLC
NEW
Shares701
Change+701
Value$277.3K
Filed 2026-11-03
Stanley-Laman Group, Ltd.
NEW
Shares700
Change+700
Value$276.8K
Filed 2026-10-20
McCollum Christoferson Group LLC
NEW
Shares700
Change+700
Value$276.8K
Filed 2026-10-13
Lynch & Associates
NEW
Shares700
Change+700
Value$276.8K
Filed 2026-10-13
Barry Investment Advisors, LLC
NEW
Shares694
Change+694
Value$274.5K
Filed 2026-10-14
Leonteq Securities AG
DECREASED
Shares689 from 1,182
Change-493 (-42%)
Value$272.4K (-$29.8K)
Filed 2026-10-29
Tuttle Capital Management, LLC
NEW
Shares680
Change+680
Value$268.9K
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
NEW
Shares678
Change+678
Value$268.1K
Filed 2026-11-05
Retirement Guys Formula LLC
NEW
Shares675
Change+675
Value$266.9K
Filed 2026-10-26
Paragon Advisors, LLC
NEW
Shares672
Change+672
Value$265.7K
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
NEW
Shares672
Change+672
Value$265.9K
Filed 2026-10-29
Promethium Advisors,llc
DECREASED
Shares672 from 1,200
Change-528 (-44%)
Value$265.7K (-$41.1K)
Filed 2026-10-19
Quad-Cities Investment Group, LLC
NEW
Shares671
Change+671
Value$265.3K
Filed 2026-10-16
Kooman & Associates
NEW
Shares670
Change+670
Value$264.9K
Filed 2026-10-21
Kentucky Trust Co
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$264.9K (+$93.6K)
Filed 2026-10-15
First United Bank & Trust
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$264.1K (+$93.4K)
Filed 2026-10-22
Patten & Patten Inc
NEW
Shares667
Change+667
Value$263.8K
Filed 2026-10-26
Affinity Capital Advisors, LLC
NEW
Shares666
Change+666
Value$303.1K
Filed 2026-10-13
Canvas Wealth Advisors, LLC
NEW
Shares662
Change+662
Value$286.3K
Filed 2026-11-02
Beaumont Asset Management, L.L.C.
NEW
Shares661
Change+661
Value$261.4K
Filed 2026-10-16
McKinley Carter Wealth Services, Inc.
NEW
Shares660
Change+660
Value$260.9K
Filed 2026-10-16
Pacific Sage Partners, LLC
DECREASED
Shares660 from 822
Change-162 (-20%)
Value$261.0K (+$50.8K)
Filed 2026-10-21
Orca Wealth Management, LLC
NEW
Shares653
Change+653
Value$258.1K
Filed 2026-10-14
Prospera Capital Management, LLC
NEW
Shares650
Change+650
Value$257.0K
Filed 2026-10-19
Private Capital Advisors, Inc.
NEW
Shares650
Change+650
Value$257.0K
Filed 2026-10-06
Cranbrook Wealth Management, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$257.0K (+$90.8K)
Filed 2026-10-28
New Hampshire Trust
NEW
Shares649
Change+649
Value$256.6K
Filed 2026-10-20
Able Financial Group, LLC
DECREASED
Shares648 from 1,049
Change-401 (-38%)
Value$256.2K (-$12.0K)
Filed 2026-10-14
Crown Wealth Group, LLC
DECREASED
Shares644 from 847
Change-203 (-24%)
Value$254.7K (+$38.1K)
Filed 2026-10-19
Cypress Capital Group
NEW
Shares643
Change+643
Value$254.3K
Filed 2026-11-03
Stordahl Capital Management, Inc.
NEW
Shares637
Change+637
Value$251.8K
Filed 2026-10-22
May Hill Capital, LLC
NEW
Shares636
Change+636
Value$251.5K
Filed 2026-11-03
Wealth Group Ltd
NEW
Shares635
Change+635
Value$268.2K
Filed 2026-10-07
Prevail Innovative Wealth Advisors, LLC
NEW
Shares634
Change+634
Value$280.4K
Filed 2026-10-20
Reyes Financial Architecture, Inc.
DECREASED
Shares634 from 1,034
Change-400 (-39%)
Value$250.7K (-$13.7K)
Filed 2026-10-22
Breakwater Capital Group
NEW
Shares632
Change+632
Value$249.9K
Filed 2026-10-09
J.Safra Asset Management Corp
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$249.1K (+$88.0K)
Filed 2026-11-03
Gimbal Financial
NEW
Shares629
Change+629
Value$248.7K
Filed 2026-10-19
Ballew Advisors, Inc
NEW
Shares627
Change+627
Value$264.8K
Filed 2026-10-05
Kelly Financial Services LLC
NEW
Shares627
Change+627
Value$247.9K
Filed 2026-10-20
Essex Bank
NEW
Shares627
Change+627
Value$247.9K
Filed 2026-10-16
Encompass More Asset Management
DECREASED
Shares624 from 1,131
Change-507 (-45%)
Value$246.7K (-$42.4K)
Filed 2026-10-16
Harbor Capital Advisors, Inc.
NEW
Shares623
Change+623
Value$246
Filed 2026-10-22
E6 Portfolios, LLC
NEW
Shares619
Change+619
Value$244.6K
Filed 2026-10-26
Total Investment Management Inc
NEW
Shares618
Change+618
Value$244.6K
Filed 2026-10-22
James J. Burns & Company, LLC
NEW
Shares618
Change+618
Value$244.5K
Filed 2026-10-22
Marion Wealth Management
NEW
Shares616
Change+616
Value$243.6K
Filed 2026-10-22
Hilton Head Capital Partners, LLC
DECREASED
Shares615 from 698
Change-83 (-12%)
Value$243.2K (+$64.7K)
Filed 2026-10-23
Hennessy Advisors Inc
DECREASED
Shares612 from 812
Change-200 (-25%)
Value$242.0K (+$34.4K)
Filed 2026-10-28
Shotwell Rutter Baer Inc
NEW
Shares610
Change+610
Value$241.2K
Filed 2026-10-14
Teza Capital Management LLC
NEW
Shares608
Change+608
Value$240.4K
Filed 2026-10-23
Vista Investment Partners II, LLC
NEW
Shares608
Change+608
Value$240.4K
Filed 2026-10-15
Phillips Financial Management, LLC
NEW
Shares607
Change+607
Value$240.0K
Filed 2026-10-19
Western Financial Corp
NEW
Shares605
Change+605
Value$239.3K
Filed 2026-10-14
Compagnie Lombard Odier SCmA
NEW
Shares605
Change+605
Value$239.2K
Filed 2026-11-04
Maia Wealth LLC
NEW
Shares604
Change+604
Value$239.0K
Filed 2026-10-19
Fusion Capital, LLC
NEW
Shares603
Change+603
Value$238.4K
Filed 2026-10-28
Pavion Blue Capital, LLC
NEW
Shares602
Change+602
Value$238.0K
Filed 2026-11-05
Tempo Wealth, LLC
NEW
Shares601
Change+601
Value$237.5K
Filed 2026-10-14
Schear Investment Advisers, LLC
DECREASED
Shares601 from 1,508
Change-907 (-60%)
Value$237.5K (-$148.0K)
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
NEW
Shares600
Change+600
Value$237.3K
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
NEW
Shares600
Change+600
Value$237.3K
Filed 2026-11-03
Silver Lake Advisory, LLC
NEW
Shares600
Change+600
Value$237.3K
Filed 2026-10-22
Fulton Breakefield Broenniman LLC
DECREASED
Shares600 from 1,000
Change-400 (-40%)
Value$237.3K (-$18.4K)
Filed 2026-11-03
Harmony Asset Management LLC
NEW
Shares597
Change+597
Value$236.1K
Filed 2026-10-20
Bangor Savings Bank
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$234.9K (+$83.0K)
Filed 2026-10-06
Walled Lake Planning & Wealth Management, LLC
NEW
Shares593
Change+593
Value$234.6K
Filed 2026-10-29
Baron Wealth Management LLC
NEW
Shares592
Change+592
Value$234.1K
Filed 2026-10-27
Brian LOW Financial Group, LLC
NEW
Shares591
Change+591
Value$234.0K
Filed 2026-10-28
Valley National Advisers Inc
INCREASED
Shares581 from 513
Change+68 (+13%)
Value$229.7K (+$98.6K)
Filed 2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$229.3K (+$81.1K)
Filed 2026-10-06
Cherrydale Wealth Management, LLC
NEW
Shares579
Change+579
Value$228.9K
Filed 2026-10-20
4Wealth Advisors, Inc.
NEW
Shares577
Change+577
Value$226.2K
Filed 2026-10-13
Flynn Zito Capital Management, LLC
NEW
Shares577
Change+577
Value$228.2K
Filed 2026-11-04
626 Financial, LLC
NEW
Shares577
Change+577
Value$228.2K
Filed 2026-11-04
Plan A Wealth LLC
NEW
Shares570
Change+570
Value$225.4K
Filed 2026-10-08
Dupree Financial Group, LLC
NEW
Shares569
Change+569
Value$225.0K
Filed 2026-10-09
Warren Street Wealth Advisors, LLC
NEW
Shares568
Change+568
Value$224.6K
Filed 2026-11-04
Marin Bay Wealth Advisors, LLC
NEW
Shares567
Change+567
Value$224.5K
Filed 2026-10-28
Lakeshore Capital Group, Inc.
NEW
Shares561
Change+561
Value$221.8K
Filed 2026-10-20
Sentinel Pension Advisors, LLC
NEW
Shares560
Change+560
Value$221.3K
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares560 from 562
Change-2 (0%)
Value$221.5K (+$77.6K)
Filed 2026-11-02
Abacus Wealth Partners, LLC
NEW
Shares559
Change+559
Value$221.0K
Filed 2026-11-03
Tanager Wealth Management LLP
NEW
Shares556
Change+556
Value$219.9K
Filed 2026-10-19
Lexington Hill Partners, LLC
NEW
Shares554
Change+554
Value$219.2K
Filed 2026-10-13
Wealthcare Capital Partners, LLC
NEW
Shares552
Change+552
Value$218.3K
Filed 2026-10-21
Buckhead Capital Management LLC
NEW
Shares549
Change+549
Value$217.1K
Filed 2026-11-03
Rise Advisors, LLC
NEW
Shares548
Change+548
Value$216.6K
Filed 2026-10-16
Wilkerson Advisory Group LLC
INCREASED
Shares547 from 546
Change+1 (+0%)
Value$216.3K (+$76.7K)
Filed 2026-10-20
Stenger Family Office, LLC
NEW
Shares546
Change+546
Value$260.4K
Filed 2026-10-22
Key FInancial Inc
DECREASED
Shares546 from 5,378
Change-4,832 (-90%)
Value$215.9K (-$1.2M)
Filed 2026-11-02
Inspire Investing, LLC
DECREASED
Shares545 from 546
Change-1 (0%)
Value$215.3K (+$75.8K)
Filed 2026-10-22
Jackson Square Capital, LLC
NEW
Shares543
Change+543
Value$214.7K
Filed 2026-10-19
Burton Enright Welch
NEW
Shares542
Change+542
Value$214.3K
Filed 2026-11-04
King Luther Capital Management Corp
NEW
Shares539
Change+539
Value$213.1K
Filed 2026-11-05
Livelsberger Financial Advisory
NEW
Shares536
Change+536
Value$211.9K
Filed 2026-10-28
Hoge Financial Services, LLC
NEW
Shares533
Change+533
Value$210.6K
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
NEW
Shares532
Change+532
Value$210.5K
Filed 2026-10-16
Jacobsen Capital Management
NEW
Shares532
Change+532
Value$210.4K
Filed 2026-10-27
Investment Advisory Services Inc
NEW
Shares531
Change+531
Value$210.0K
Filed 2026-10-27
AA Financial Advisors, LLC
NEW
Shares531
Change+531
Value$210.0K
Filed 2026-10-19
Patrick M Sweeney & Associates, Inc
NEW
Shares531
Change+531
Value$210.0K
Filed 2026-10-22
Connecticut Capital Management Group, LLC
NEW
Shares529
Change+529
Value$209.2K
Filed 2026-10-29
Heritage OAK Wealth Advisors LLC
NEW
Shares529
Change+529
Value$209.2K
Filed 2026-10-14
Fonville Wealth Management LLC
NEW
Shares527
Change+527
Value$208.4K
Filed 2026-10-28
Verum Partners LLC
NEW
Shares527
Change+527
Value$208.4K
Filed 2026-10-21
Ejmk Ventures LLC
NEW
Shares525
Change+525
Value$207.7K
Filed 2026-10-21
Factor Wealth Management LTD
NEW
Shares524
Change+524
Value$207.2K
Filed 2026-10-08
Moller Wealth Partners
NEW
Shares524
Change+524
Value$207.2K
Filed 2026-10-15
Thrive Wealth Management, LLC
NEW
Shares522
Change+522
Value$206.3K
Filed 2026-10-13
Midwest Heritage Bank, FSB
NEW
Shares521
Change+521
Value$206.0K
Filed 2026-10-26
MRA Advisory Group
NEW
Shares520
Change+520
Value$205.5K
Filed 2026-10-07
Whelan Financial
NEW
Shares519
Change+519
Value$205.2K
Filed 2026-10-28
Allen Capital Group, LLC
NEW
Shares518
Change+518
Value$204.8K
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
NEW
Shares518
Change+518
Value$204.9K
Filed 2026-10-14
Cooper S Advisors, LLC
NEW
Shares517
Change+517
Value$204.4K
Filed 2026-11-03
XML Financial, LLC
NEW
Shares517
Change+517
Value$204.4K
Filed 2026-10-29
Cushing Capital Partners, LLC
NEW
Shares516
Change+516
Value$204.0K
Filed 2026-10-20
Wolff Wiese Magana LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$202.5K (+$71.6K)
Filed 2026-10-15
Laurel Wealth Advisors LLC
NEW
Shares511
Change+511
Value$202.1K
Filed 2026-10-27
Wingate Wealth Advisors, Inc.
NEW
Shares511
Change+511
Value$202.1K
Filed 2026-10-26
Kingsbury Capital Investment Advisors LLC
NEW
Shares509
Change+509
Value$201.2K
Filed 2026-10-20
Amarillo National Bank
NEW
Shares509
Change+509
Value$201.3K
Filed 2026-10-23
Whitener Capital Management, Inc.
NEW
Shares506
Change+506
Value$200.1K
Filed 2026-10-15
Manchester Capital Management LLC
DECREASED
Shares503 from 570
Change-67 (-12%)
Value$198.9K (+$53.2K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares499 from 326
Change+173 (+53%)
Value$197 (-$83.8K)
Filed 2026-10-30
Lanark Financial, Inc.
INCREASED
Shares492 from 486
Change+6 (+1%)
Value$194.7K (+$70.2K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$192.6K (+$68.1K)
Filed 2026-10-20
Nichols & Pratt Advisers LLP
NEW
Shares480
Change+480
Value$201.7K
Filed 2026-10-13
University of Texas S AM Investment Management Co
DECREASED
Shares474 from 863
Change-389 (-45%)
Value$187.4K (-$33.2K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares466 from 441
Change+25 (+6%)
Value$184.4K (+$71.5K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
DECREASED
Shares459 from 463
Change-4 (-1%)
Value$181.5K (+$63.1K)
Filed 2026-11-04
NBH Bank
DECREASED
Shares455 from 461
Change-6 (-1%)
Value$179.9K (+$62.1K)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
INCREASED
Shares455 from 454
Change+1 (+0%)
Value$179.9K (+$63.9K)
Filed 2026-11-04
Your Advocates Ltd., LLP
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$176.8K (+$62.5K)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$176.4K (+$58.2K)
Filed 2026-10-29
Foguth Wealth Management, Llc.
NEW
Shares426
Change+426
Value$203.9K
Filed 2026-10-19
Legacy Bridge, LLC
DECREASED
Shares425 from 465
Change-40 (-9%)
Value$168.1K (+$49.2K)
Filed 2026-10-28
Cornerstone National Bank & Trust Co
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$168.1K (+$62.1K)
Filed 2026-10-20
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$158.2K (+$55.9K)
Filed 2026-10-08
Farmers & Merchants Investments Inc
DECREASED
Shares395 from 405
Change-10 (-2%)
Value$156.2K (+$52.6K)
Filed 2026-10-22
Ares Financial Consulting, LLC
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$156.0K (+$55.2K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares379 from 367
Change+12 (+3%)
Value$149.9K (+$56.0K)
Filed 2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$149.9K (+$53.0K)
Filed 2026-10-21
WPG Advisers, LLC
DECREASED
Shares375 from 380
Change-5 (-1%)
Value$148.3K (+$51.1K)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$157.5K (+$57.7K)
Filed 2026-10-09
Duncker Streett & Co Inc
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$138.4K (+$48.9K)
Filed 2026-10-27
Essential Partners LLC
INCREASED
Shares345 from 329
Change+16 (+5%)
Value$136.4K (+$52.3K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares332 from 336
Change-4 (-1%)
Value$131.3K (+$45.4K)
Filed 2026-10-27
DT Investment Partners, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$128.5K (+$45.4K)
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
NEW
Shares321
Change+321
Value$126.9K
Filed 2026-10-13
Robinson Value Management, Ltd.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$126.5K (+$44.7K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares316 from 293
Change+23 (+8%)
Value$125.0K (+$50.0K)
Filed 2026-10-20
Bayforest Capital Ltd
INCREASED
Shares310 from 162
Change+148 (+91%)
Value$122.6K (+$81.2K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares308 from 208
Change+100 (+48%)
Value$121.8K (+$68.6K)
Filed 2026-11-02
Kepler Cheuvreux (Suisse) SA
NEW
Shares304
Change+304
Value$120.2K
Filed 2026-10-20
Archer Investment Corp
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$120.2K (+$42.5K)
Filed 2026-11-05
Bare Financial Services, Inc
INCREASED
Shares300 from 73
Change+227 (+311%)
Value$118.6K (+$100.0K)
Filed 2026-11-04
Bfsg, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$118.6K (+$41.9K)
Filed 2026-10-30
Bank of New Hampshire
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$118.6K (+$41.9K)
Filed 2026-10-06
Prism Planning Partners LLC
NEW
Shares298
Change+298
Value$117.9K
Filed 2026-10-27
Markowski Investments
DECREASED
Shares292 from 299
Change-7 (-2%)
Value$115.5K (+$39.0K)
Filed 2026-10-30
Rakuten Securities, Inc.
INCREASED
Shares288 from 2
Change+286 (+14300%)
Value$113.9K (+$113.4K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares287 from 259
Change+28 (+11%)
Value$113.5K (+$47.3K)
Filed 2026-10-13
Asset Dedication, LLC
DECREASED
Shares286 from 305
Change-19 (-6%)
Value$113.1K (+$35.1K)
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares280 from 372
Change-92 (-25%)
Value$110.7K (+$15.6K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares276 from 174
Change+102 (+59%)
Value$109.1K (+$64.7K)
Filed 2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares275 from 138
Change+137 (+99%)
Value$108.8K (+$73.3K)
Filed 2026-10-16
GGM Financial LLC
INCREASED
Shares275 from 250
Change+25 (+10%)
Value$108.9K (+$45.0K)
Filed 2026-11-05
Rydar Equities, Inc.
NEW
Shares274
Change+274
Value$121.3K
Filed 2026-10-13
Strengthening Families & Communities, LLC
DECREASED
Shares268 from 271
Change-3 (-1%)
Value$106.1K (+$36.8K)
Filed 2026-10-21
Pathway Financial Advisers, LLC
NEW
Shares267
Change+267
Value$105.5K
Filed 2026-10-27
Armstrong Advisory Group, Inc
INCREASED
Shares267 from 185
Change+82 (+44%)
Value$105.6K (+$58.3K)
Filed 2026-10-09
First Bancorp, Inc
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$105.6K (+$37.3K)
Filed 2026-10-26
GoalVest Advisory LLC
DECREASED
Shares262 from 305
Change-43 (-14%)
Value$103.6K (+$25.6K)
Filed 2026-10-02
Pittenger & Anderson Inc
NEW
Shares255
Change+255
Value$100.8K
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares254 from 248
Change+6 (+2%)
Value$100.6K (+$37.2K)
Filed 2026-10-26
Foster Dykema Cabot & Partners, LLC
NEW
Shares250
Change+250
Value$98.9K
Filed 2026-10-30
St. Johns Investment Management Company, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$98.9K (+$34.9K)
Filed 2026-10-30
First Horizon Corp
DECREASED
Shares249 from 284
Change-35 (-12%)
Value$98.5K (+$25.9K)
Filed 2026-10-26
Hughes Financial Services, LLC
INCREASED
Shares244 from 235
Change+9 (+4%)
Value$105.5K (+$45.5K)
Filed 2026-10-30
Nfsg Corp
DECREASED
Shares243 from 660
Change-417 (-63%)
Value$96.2K (-$72.5K)
Filed 2026-10-15
Aventus Investment Advisors, Inc.
DECREASED
Shares243 from 246
Change-3 (-1%)
Value$96.1K (+$33.2K)
Filed 2026-10-09
Private Wealth Management Group, LLC
DECREASED
Shares241 from 246
Change-5 (-2%)
Value$95.3K (+$32.4K)
Filed 2026-10-19
Birch Financial Group, LLC
NEW
Shares240
Change+240
Value$95.1K
Filed 2026-10-27
Lodestone Wealth Management LLC
INCREASED
Shares236 from 235
Change+1 (+0%)
Value$93.1K (+$33.1K)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares232
Change+232
Value$91.7K
Filed 2026-11-04
Davis Capital Management
DECREASED
Shares230 from 238
Change-8 (-3%)
Value$90.9K (+$30.1K)
Filed 2026-10-08
Financial Consulate, Inc
INCREASED
Shares226 from 173
Change+53 (+31%)
Value$89.4K (+$45.1K)
Filed 2026-10-23
Evolution Wealth Management Inc.
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$80.7K (+$28.5K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
DECREASED
Shares200 from 300
Change-100 (-33%)
Value$79.1K (+$2.4K)
Filed 2026-10-09
Asset Planning,Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$79.1K (+$28.0K)
Filed 2026-10-26
Berbice Capital Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$79.1K (+$28.0K)
Filed 2026-10-13
Tsfg, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$79 (-$50.9K)
Filed 2026-10-23
Sawyer & Company, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$79.1K (+$28.0K)
Filed 2026-10-21
KFG LLC
NEW
Shares196
Change+196
Value$77.5K
Filed 2026-11-02
POM Investment Strategies, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$77.5K (+$27.4K)
Filed 2026-10-20
Citizens National Bank Trust Department
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$72.4K (+$25.6K)
Filed 2026-11-04
Hickory Point Bank & Trust
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$72.0K (+$25.4K)
Filed 2026-10-01
Rossby Financial, LCC
INCREASED
Shares181 from 96
Change+85 (+89%)
Value$71.6K (+$47.0K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares177
Change+177
Value$71
Filed 2026-10-02
Highline Wealth Partners LLC
INCREASED
Shares165 from 95
Change+70 (+74%)
Value$65.3K (+$41.0K)
Filed 2026-10-19
Godsey & Gibb, Inc
INCREASED
Shares165 from 162
Change+3 (+2%)
Value$65.2K (+$23.8K)
Filed 2026-10-14
Cedar Mountain Advisors, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$64.8K (+$22.9K)
Filed 2026-10-15
Plato Investment Management Ltd
DECREASED
Shares154 from 464
Change-310 (-67%)
Value$61.1K (-$56.8K)
Filed 2026-11-05
United Community Bank
DECREASED
Shares152 from 177
Change-25 (-14%)
Value$60.1K (+$14.9K)
Filed 2026-10-28
Signature Resources Capital Management, LLC
DECREASED
Shares150 from 355
Change-205 (-58%)
Value$59.3K (-$31.5K)
Filed 2026-10-16
Alpine Bank Wealth Management
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$59.3K (+$21.0K)
Filed 2026-10-16
Evermay Wealth Management LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$57.7K (+$20.4K)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares144
Change+144
Value$56.8K
Filed 2026-10-27
Financial Network Wealth Advisors LLC
DECREASED
Shares139 from 204
Change-65 (-32%)
Value$55.0K (+$2.8K)
Filed 2026-10-28
Beacon Financial Strategies Corp
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$51.4K (+$18.2K)
Filed 2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$51.4K (+$18.2K)
Filed 2026-10-22
Canton Hathaway, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$49.4K (+$17.5K)
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$49.4K (+$17.5K)
Filed 2026-10-23
Accordant Advisory Group Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$47.5K (+$16.8K)
Filed 2026-10-29
MeadowBrook Investment Advisors LLC
NEW
Shares118
Change+118
Value$54.2K
Filed 2026-10-29
New England Capital Financial Advisors LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$46.7K (+$16.5K)
Filed 2026-11-03
AXS Investments LLC
INCREASED
Shares116 from 114
Change+2 (+2%)
Value$45.9K (+$16.7K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares113
Change+113
Value$44.7K
Filed 2026-10-19
Main Street Group, LTD
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$43.1K (+$15.2K)
Filed 2026-10-28
Bell Investment Advisors, Inc
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$41.9K (+$14.8K)
Filed 2026-10-29
James T. Borello RIA
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$39.5K (+$14.0K)
Filed 2026-10-16
Vaquero Private Wealth, LTD
NEW
Shares99
Change+99
Value$39.1K
Filed 2026-10-27
Bayban
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$24.8K ($0)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares96 from 101
Change-5 (-5%)
Value$38.0K (+$12.2K)
Filed 2026-10-16
Mosley Wealth Management
INCREASED
Shares95 from 94
Change+1 (+1%)
Value$45.1K (+$21.0K)
Filed 2026-10-16
Avion Wealth
INCREASED
Shares93 from 86
Change+7 (+8%)
Value$36 (+$15)
Filed 2026-11-04
Richardson Financial Services Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$35.6K (+$12.6K)
Filed 2026-10-30
Ulland Investment Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$36 (+$13)
Filed 2026-10-13
True Wealth Design, LLC
INCREASED
Shares89 from 75
Change+14 (+19%)
Value$35.2K (+$16.0K)
Filed 2026-10-13
Valued Wealth Advisors LLC
INCREASED
Shares89 from 86
Change+3 (+3%)
Value$35.4K (+$13.3K)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$34.4K (+$12.2K)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$32.8K (+$11.6K)
Filed 2026-10-30
Proathlete Wealth Management LLC
NEW
Shares79
Change+79
Value$31.2K
Filed 2026-10-15
Arlington Trust Co LLC
DECREASED
Shares79 from 94
Change-15 (-16%)
Value$31.2K (+$7.2K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
INCREASED
Shares76 from 74
Change+2 (+3%)
Value$30.1K (+$11.1K)
Filed 2026-10-07
Bay Harbor Wealth Management, LLC
DECREASED
Shares75 from 563
Change-488 (-87%)
Value$29.7K (-$114.3K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares70 from 502
Change-432 (-86%)
Value$28.1K (-$100.5K)
Filed 2026-10-14
Retirement Wealth Solutions LLC
INCREASED
Shares61 from 35
Change+26 (+74%)
Value$24.1K (+$15.2K)
Filed 2026-10-07
Elevated Capital Advisors, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$22.9K (+$8.1K)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$22.2K (+$7.9K)
Filed 2026-10-26
Midwest Capital Advisors, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$21.7K (+$7.7K)
Filed 2026-11-04
Hara Capital LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$21.0K (+$7.4K)
Filed 2026-10-30
Maseco LLP
NEW
Shares52
Change+52
Value$20.6K
Filed 2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$19.9K (+$7.1K)
Filed 2026-10-14
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$19.8K (+$7.0K)
Filed 2026-10-23
Montgomery Financial Services LLC
DECREASED
Shares49 from 52
Change-3 (-6%)
Value$19.4K (+$6.1K)
Filed 2026-11-03
United Financial Planning Group LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$19.4K (+$6.8K)
Filed 2026-11-04
High Note Wealth, LLC
INCREASED
Shares47 from 20
Change+27 (+135%)
Value$18.6K (+$13.5K)
Filed 2026-10-27
William Mack & Associates, Inc.
NEW
Shares46
Change+46
Value$18.1K
Filed 2026-10-27
Clark Wealth Partners
INCREASED
Shares44 from 19
Change+25 (+132%)
Value$17.4K (+$12.5K)
Filed 2026-10-19
Creative Capital Management Investments LLC
INCREASED
Shares44 from 36
Change+8 (+22%)
Value$17.4K (+$8.2K)
Filed 2026-10-28
IMG Wealth Management, Inc.
INCREASED
Shares44 from 39
Change+5 (+13%)
Value$17.4K (+$7.4K)
Filed 2026-10-27
Aspect Partners, LLC
DECREASED
Shares43 from 150
Change-107 (-71%)
Value$17.0K (-$21.3K)
Filed 2026-10-20
Burk Holdings LLC
INCREASED
Shares42 from 32
Change+10 (+31%)
Value$16.6K (+$8.4K)
Filed 2026-11-05
Holos Integrated Wealth LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$18.9K (+$8.3K)
Filed 2026-10-23
Entrust Financial LLC
DECREASED
Shares38 from 56
Change-18 (-32%)
Value$15.0K (+$708)
Filed 2026-11-04
Gleason Group, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$13.8K (+$4.9K)
Filed 2026-10-15
Marquette Asset Management, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$12.7K (+$4.5K)
Filed 2026-10-09
Fairscale Capital, LLC
NEW
Shares30
Change+30
Value$13.3K
Filed 2026-11-04
Torren Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$11.9K (+$4.2K)
Filed 2026-10-29
Hager Investment Management Services, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$9.9K (+$3.5K)
Filed 2026-11-04
Triumph Capital Management
INCREASED
Shares24 from 15
Change+9 (+60%)
Value$9.5K (+$5.7K)
Filed 2026-10-14
Essential Investment Partners LLC
NEW
Shares23
Change+23
Value$9.1K
Filed 2026-10-27
Hudson Edge Investment Partners Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$8.3K (+$2.9K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED
Shares20 from 3,558
Change-3,538 (-99%)
Value$7.9K (-$901.8K)
Filed 2026-10-29
Waterway Wealth Management, LLC
NEW
Shares19
Change+19
Value$7.5K
Filed 2026-10-28
Roxbury Financial LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$6.4K (+$2.3K)
Filed 2026-10-01
American Capital Advisory, LLC
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$5.9K (+$2.4K)
Filed 2026-10-28
Jnba Financial Advisors
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$5.9K (+$2.1K)
Filed 2026-11-03
Friedenthal Financial
NEW
Shares14
Change+14
Value$5.5K
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
NEW
Shares13
Change+13
Value$5.1K
Filed 2026-10-15
Planning Strategies Inc.
INCREASED
Shares12 from 8
Change+4 (+50%)
Value$4.7K (+$2.7K)
Filed 2026-10-02
DecisionPoint Financial, LLC
INCREASED
Shares12 from 10
Change+2 (+20%)
Value$5.0K (+$2.4K)
Filed 2026-10-27
William B. Walkup & Associates, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.4K (+$1.5K)
Filed 2026-11-05
Quaker Wealth Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$4.4K (+$1.5K)
Filed 2026-10-22
Navigoe, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$3 (+$1)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares8
Change+8
Value$3.2K
Filed 2026-11-05
Nvwm, LLC
INCREASED
Shares8 from 7
Change+1 (+14%)
Value$3.2K (+$1.4K)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$3.2K (+$1.1K)
Filed 2026-10-28
Winthrop Capital Management, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$2.8K (+$2.8K)
Filed 2026-11-05
PayPay Securities Corp
INCREASED
Shares6 from 5
Change+1 (+20%)
Value$2.4K (+$1.1K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.4K (+$838)
Filed 2026-10-15
Washington Trust Advisors, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.4K (+$839)
Filed 2026-10-22
Toth Financial Advisory Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.4K (+$838)
Filed 2026-10-08
Acumen Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$2.0K
Filed 2026-11-05
Mascoma Wealth Management LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.6K (+$559)
Filed 2026-10-23
Noble Wealth Management PBC
NEW
Shares3
Change+3
Value$1.2K
Filed 2026-10-01
Raleigh Capital Management Inc.
DECREASED
Shares3 from 4
Change-1 (-25%)
Value$1.0K (-$23)
Filed 2026-10-28
Downshift Financial, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.2K (+$419)
Filed 2026-10-13
Breakwater Investment Management
NEW
Shares2
Change+2
Value$791
Filed 2026-10-20
Maryland Capital Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$791 (+$279)
Filed 2026-10-15
Trust Co
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$791 (+$280)
Filed 2026-10-09
Security National Bank
NEW
Shares1
Change+1
Value$395
Filed 2026-10-26
3 Factor Indexing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$396 (+$140)
Filed 2026-10-15
Synergy Asset Management, LLC
CLOSED
Shares0 from 5,214
Change-5,214 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Sendero Wealth Management, LLC
CLOSED
Shares0 from 4,274
Change-4,274 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Allegiance Financial Group Advisory Services LLC
CLOSED
Shares0 from 3,301
Change-3,301 (-100%)
Value$0 (-$844.0K)
Filed 2026-11-02
Gallacher Capital Management LLC
CLOSED
Shares0 from 3,173
Change-3,173 (-100%)
Value$0 (-$811.3K)
Filed 2026-10-30
Parkshore Wealth Management, Inc.
CLOSED
Shares0 from 3,031
Change-3,031 (-100%)
Value$0 (-$774.9K)
Filed 2026-10-13
Malaga Cove Capital, LLC
CLOSED
Shares0 from 2,457
Change-2,457 (-100%)
Value$0 (-$628.2K)
Filed 2026-10-23
Western Pacific Wealth Management, LP
CLOSED
Shares0 from 2,115
Change-2,115 (-100%)
Value$0 (-$540.7K)
Filed 2026-10-16
AtlasMark Financial, Inc
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$511.3K)
Filed 2026-10-13
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,722
Change-1,722 (-100%)
Value$0 (-$454.1K)
Filed 2026-10-16
WBI Investments, LLC
CLOSED
Shares0 from 996
Change-996 (-100%)
Value$0 (-$254.6K)
Filed 2026-11-05
Northwest Wealth Management, LLC
CLOSED
Shares0 from 993
Change-993 (-100%)
Value$0 (-$253.9K)
Filed 2026-10-30
One Wealth Capital Management, LLC
CLOSED
Shares0 from 931
Change-931 (-100%)
Value$0 (-$238.0K)
Filed 2026-10-23
Financial Security Advisor, Inc.
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$235.3K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 511
Change-511 (-100%)
Value$0 (-$130.7K)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 226
Change-226 (-100%)
Value$0 (-$57.8K)
Filed 2026-10-23
Wellington Shields & Co., LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$51.1K)
Filed 2026-11-03
Sims Investment Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$51.1K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$43.2K)
Filed 2026-10-26
Solstein Capital, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$25.6K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$24.3K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$26.9K)
Filed 2026-10-16
Founders Capital Management
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$20.5K)
Filed 2026-10-13
Summit Securities Group LLC
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$17.4K)
Filed 2026-11-05
Kelleher Financial Advisors
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-30
Obsidian CIO, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$12.8K)
Filed 2026-11-05
Decker Retirement Planning Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-19
Atwood & Palmer Inc
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-08
NBT Bank, N.A.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-21
Activest Wealth Management
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-29
Horizon Financial Services, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$635.4K (+$224.6K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 26,006,017
Change-26,006,017 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 19,074,289
Change-19,074,289 (-100%)
Value—
State Street Corp
N/A
Shares— from 18,471,905
Change-18,471,905 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 15,631,265
Change-15,631,265 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 8,351,157
Change-8,351,157 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,887,382
Change-5,887,382 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,684,963
Change-5,684,963 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,419,718
Change-5,419,718 (-100%)
Value—
Boston Partners
N/A
Shares— from 3,515,417
Change-3,515,417 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,252,153
Change-3,252,153 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,126,059
Change-3,126,059 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,884,591
Change-2,884,591 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,736,206
Change-2,736,206 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,622,511
Change-2,622,511 (-100%)
Value—
Norges Bank
N/A
Shares— from 2,465,801
Change-2,465,801 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,432,168
Change-2,432,168 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,341,034
Change-2,341,034 (-100%)
Value—
Amundi
N/A
Shares— from 2,237,930
Change-2,237,930 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,030,778
Change-2,030,778 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,842,485
Change-1,842,485 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,839,897
Change-1,839,897 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,659,223
Change-1,659,223 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,577,970
Change-1,577,970 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,554,821
Change-1,554,821 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,508,489
Change-1,508,489 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,489,205
Change-1,489,205 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 1,444,352
Change-1,444,352 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 1,252,598
Change-1,252,598 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,239,241
Change-1,239,241 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,098,138
Change-1,098,138 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,035,451
Change-1,035,451 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,016,215
Change-1,016,215 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 964,443
Change-964,443 (-100%)
Value—
National Pension Service
N/A
Shares— from 928,506
Change-928,506 (-100%)
Value—
Barclays PLC
N/A
Shares— from 920,708
Change-920,708 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 843,958
Change-843,958 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 837,252
Change-837,252 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 830,666
Change-830,666 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 828,334
Change-828,334 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 797,247
Change-797,247 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 716,275
Change-716,275 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 696,456
Change-696,456 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 692,418
Change-692,418 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 687,912
Change-687,912 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 671,811
Change-671,811 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 632,097
Change-632,097 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 615,535
Change-615,535 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 614,359
Change-614,359 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 581,908
Change-581,908 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 559,173
Change-559,173 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 554,045
Change-554,045 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 545,377
Change-545,377 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 511,495
Change-511,495 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 503,816
Change-503,816 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 483,814
Change-483,814 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 469,785
Change-469,785 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 454,885
Change-454,885 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 441,653
Change-441,653 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 429,184
Change-429,184 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 424,897
Change-424,897 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 412,252
Change-412,252 (-100%)
Value—
Empyrean Capital Partners, LP
N/A
Shares— from 395,600
Change-395,600 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 383,151
Change-383,151 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 375,026
Change-375,026 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 370,777
Change-370,777 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 359,389
Change-359,389 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 349,224
Change-349,224 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 340,285
Change-340,285 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 330,999
Change-330,999 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 325,282
Change-325,282 (-100%)
Value—
Man Group plc
N/A
Shares— from 293,849
Change-293,849 (-100%)
Value—
Merewether Investment Management, LP
N/A
Shares— from 288,592
Change-288,592 (-100%)
Value—
Aviva PLC
N/A
Shares— from 272,489
Change-272,489 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 262,567
Change-262,567 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 261,554
Change-261,554 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 254,813
Change-254,813 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 250,813
Change-250,813 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 235,160
Change-235,160 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 234,107
Change-234,107 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 230,883
Change-230,883 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 229,011
Change-229,011 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 227,433
Change-227,433 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 223,151
Change-223,151 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 219,714
Change-219,714 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 216,010
Change-216,010 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 209,688
Change-209,688 (-100%)
Value—
Kayne Anderson Capital Advisors LP
N/A
Shares— from 206,525
Change-206,525 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 206,200
Change-206,200 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 205,352
Change-205,352 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 205,038
Change-205,038 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 197,998
Change-197,998 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 197,580
Change-197,580 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 187,386
Change-187,386 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 183,341
Change-183,341 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 181,324
Change-181,324 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 178,362
Change-178,362 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 176,990
Change-176,990 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 173,506
Change-173,506 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 170,757
Change-170,757 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 169,614
Change-169,614 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 168,617
Change-168,617 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 168,061
Change-168,061 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 163,356
Change-163,356 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 161,222
Change-161,222 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 157,221
Change-157,221 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 150,770
Change-150,770 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 148,803
Change-148,803 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 145,308
Change-145,308 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 144,236
Change-144,236 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 141,215
Change-141,215 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 140,835
Change-140,835 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 136,693
Change-136,693 (-100%)
Value—
Praetorian PR LLC
N/A
Shares— from 135,000
Change-135,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 134,880
Change-134,880 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 130,797
Change-130,797 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 126,027
Change-126,027 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 125,314
Change-125,314 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 123,764
Change-123,764 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 123,200
Change-123,200 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 121,090
Change-121,090 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 117,154
Change-117,154 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 113,403
Change-113,403 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 112,834
Change-112,834 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 112,067
Change-112,067 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 111,616
Change-111,616 (-100%)
Value—
Distillate Capital Partners LLC
N/A
Shares— from 110,738
Change-110,738 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 106,292
Change-106,292 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 105,889
Change-105,889 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 104,225
Change-104,225 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 99,527
Change-99,527 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 98,969
Change-98,969 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 98,339
Change-98,339 (-100%)
Value—
Summit Street Capital Management, LLC
N/A
Shares— from 97,758
Change-97,758 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 97,615
Change-97,615 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 97,529
Change-97,529 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 97,407
Change-97,407 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 91,742
Change-91,742 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 89,835
Change-89,835 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 88,118
Change-88,118 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 86,409
Change-86,409 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 85,799
Change-85,799 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 85,748
Change-85,748 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 83,837
Change-83,837 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 83,357
Change-83,357 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 81,498
Change-81,498 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 81,254
Change-81,254 (-100%)
Value—
FIL Ltd
N/A
Shares— from 80,902
Change-80,902 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 78,849
Change-78,849 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 77,682
Change-77,682 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 75,224
Change-75,224 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 74,247
Change-74,247 (-100%)
Value—
&partners
N/A
Shares— from 73,898
Change-73,898 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 73,361
Change-73,361 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 73,142
Change-73,142 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 72,719
Change-72,719 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 72,639
Change-72,639 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 72,414
Change-72,414 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 72,208
Change-72,208 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 69,771
Change-69,771 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 69,757
Change-69,757 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 68,758
Change-68,758 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 66,941
Change-66,941 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 63,866
Change-63,866 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 62,527
Change-62,527 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 59,544
Change-59,544 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 58,461
Change-58,461 (-100%)
Value—
Reaves W H & Co Inc
N/A
Shares— from 56,500
Change-56,500 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 56,228
Change-56,228 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 56,096
Change-56,096 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 54,833
Change-54,833 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 51,611
Change-51,611 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 50,351
Change-50,351 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 50,141
Change-50,141 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 48,916
Change-48,916 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 47,589
Change-47,589 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 46,866
Change-46,866 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 46,371
Change-46,371 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 45,855
Change-45,855 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 44,668
Change-44,668 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 44,239
Change-44,239 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 44,055
Change-44,055 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 44,017
Change-44,017 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 43,918
Change-43,918 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 43,887
Change-43,887 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 43,675
Change-43,675 (-100%)
Value—
BNP Paribas
N/A
Shares— from 43,411
Change-43,411 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 43,329
Change-43,329 (-100%)
Value—
Blair William & Co
N/A
Shares— from 43,095
Change-43,095 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 42,542
Change-42,542 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 41,681
Change-41,681 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 41,078
Change-41,078 (-100%)
Value—
LBP AM SA
N/A
Shares— from 40,836
Change-40,836 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 40,591
Change-40,591 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 40,345
Change-40,345 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 40,268
Change-40,268 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 39,734
Change-39,734 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 39,635
Change-39,635 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 39,384
Change-39,384 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 38,738
Change-38,738 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 37,666
Change-37,666 (-100%)
Value—
Commerce Bank
N/A
Shares— from 37,646
Change-37,646 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 37,378
Change-37,378 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 37,044
Change-37,044 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 36,905
Change-36,905 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 36,535
Change-36,535 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 36,076
Change-36,076 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 35,904
Change-35,904 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,448
Change-35,448 (-100%)
Value—
ING Groep NV
N/A
Shares— from 34,837
Change-34,837 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 34,264
Change-34,264 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 34,182
Change-34,182 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 33,718
Change-33,718 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 33,357
Change-33,357 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 33,017
Change-33,017 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 32,429
Change-32,429 (-100%)
Value—
Allstate Corp
N/A
Shares— from 32,161
Change-32,161 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 31,011
Change-31,011 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 31,007
Change-31,007 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 30,532
Change-30,532 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 30,239
Change-30,239 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 30,163
Change-30,163 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 28,836
Change-28,836 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 28,572
Change-28,572 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 28,553
Change-28,553 (-100%)
Value—
GHE, LLC
N/A
Shares— from 27,809
Change-27,809 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 27,785
Change-27,785 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 27,654
Change-27,654 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 27,027
Change-27,027 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 25,533
Change-25,533 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 25,439
Change-25,439 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 24,892
Change-24,892 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 24,870
Change-24,870 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 24,511
Change-24,511 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 24,394
Change-24,394 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 23,569
Change-23,569 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 23,391
Change-23,391 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 23,323
Change-23,323 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 22,855
Change-22,855 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 22,789
Change-22,789 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 22,774
Change-22,774 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 22,400
Change-22,400 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 22,196
Change-22,196 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 22,097
Change-22,097 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,062
Change-22,062 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 22,038
Change-22,038 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 20,763
Change-20,763 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 20,615
Change-20,615 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 20,606
Change-20,606 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 20,536
Change-20,536 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 20,441
Change-20,441 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 20,116
Change-20,116 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 19,983
Change-19,983 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 19,856
Change-19,856 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 19,796
Change-19,796 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 19,792
Change-19,792 (-100%)
Value—
Kennondale Capital Management LLC
N/A
Shares— from 19,718
Change-19,718 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 19,705
Change-19,705 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 19,518
Change-19,518 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 19,213
Change-19,213 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 19,181
Change-19,181 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 18,983
Change-18,983 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 18,252
Change-18,252 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 18,126
Change-18,126 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 18,045
Change-18,045 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 18,027
Change-18,027 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 17,990
Change-17,990 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 17,847
Change-17,847 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 17,795
Change-17,795 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 17,368
Change-17,368 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 17,303
Change-17,303 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 17,273
Change-17,273 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 17,086
Change-17,086 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 16,934
Change-16,934 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 16,686
Change-16,686 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 16,635
Change-16,635 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 16,612
Change-16,612 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 16,345
Change-16,345 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 16,116
Change-16,116 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 16,002
Change-16,002 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 15,992
Change-15,992 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 15,691
Change-15,691 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 15,593
Change-15,593 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 15,025
Change-15,025 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 15,007
Change-15,007 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 14,892
Change-14,892 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,841
Change-14,841 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,755
Change-14,755 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 14,746
Change-14,746 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 14,741
Change-14,741 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 14,694
Change-14,694 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 14,621
Change-14,621 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 14,605
Change-14,605 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 14,487
Change-14,487 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 14,314
Change-14,314 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 14,254
Change-14,254 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 14,178
Change-14,178 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 14,173
Change-14,173 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 13,996
Change-13,996 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 13,788
Change-13,788 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 13,704
Change-13,704 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 13,629
Change-13,629 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 13,496
Change-13,496 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 13,166
Change-13,166 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 13,002
Change-13,002 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 12,947
Change-12,947 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 12,863
Change-12,863 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,769
Change-12,769 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 12,739
Change-12,739 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 12,462
Change-12,462 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,434
Change-12,434 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 12,429
Change-12,429 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 12,345
Change-12,345 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 12,317
Change-12,317 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 12,236
Change-12,236 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 12,222
Change-12,222 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,179
Change-12,179 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 11,775
Change-11,775 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 11,455
Change-11,455 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 11,427
Change-11,427 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,250
Change-11,250 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 11,147
Change-11,147 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 11,096
Change-11,096 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,094
Change-11,094 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,035
Change-11,035 (-100%)
Value—
Ossiam
N/A
Shares— from 10,926
Change-10,926 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,822
Change-10,822 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 10,770
Change-10,770 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 10,679
Change-10,679 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,615
Change-10,615 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,457
Change-10,457 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 10,298
Change-10,298 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 10,142
Change-10,142 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,090
Change-10,090 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 10,084
Change-10,084 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 10,038
Change-10,038 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 9,942
Change-9,942 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,908
Change-9,908 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 9,888
Change-9,888 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 9,674
Change-9,674 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 9,602
Change-9,602 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 9,580
Change-9,580 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 9,478
Change-9,478 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 9,444
Change-9,444 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 9,360
Change-9,360 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,353
Change-9,353 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 9,262
Change-9,262 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 9,069
Change-9,069 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 9,036
Change-9,036 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 9,004
Change-9,004 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,985
Change-8,985 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 8,984
Change-8,984 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 8,933
Change-8,933 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,918
Change-8,918 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 8,783
Change-8,783 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,776
Change-8,776 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,770
Change-8,770 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 8,760
Change-8,760 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 8,643
Change-8,643 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 8,620
Change-8,620 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,480
Change-8,480 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 8,252
Change-8,252 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 7,889
Change-7,889 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 7,878
Change-7,878 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 7,530
Change-7,530 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 7,505
Change-7,505 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 7,466
Change-7,466 (-100%)
Value—
Oceanic Investment Management LTD
N/A
Shares— from 7,462
Change-7,462 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 7,427
Change-7,427 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 7,218
Change-7,218 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 7,136
Change-7,136 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 7,120
Change-7,120 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 7,018
Change-7,018 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,012
Change-7,012 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 6,958
Change-6,958 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,948
Change-6,948 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,858
Change-6,858 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,845
Change-6,845 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,810
Change-6,810 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 6,669
Change-6,669 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 6,631
Change-6,631 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 6,444
Change-6,444 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 6,370
Change-6,370 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,144
Change-6,144 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Prudential PLC
N/A
Shares— from 6,036
Change-6,036 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 5,907
Change-5,907 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 5,905
Change-5,905 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,898
Change-5,898 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,847
Change-5,847 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 5,768
Change-5,768 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,741
Change-5,741 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 5,533
Change-5,533 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 5,423
Change-5,423 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Simmons Bank
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,142
Change-5,142 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,971
Change-4,971 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,789
Change-4,789 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,624
Change-4,624 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 4,482
Change-4,482 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,434
Change-4,434 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 4,299
Change-4,299 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,285
Change-4,285 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Allianz SE
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 3,493
Change-3,493 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 3,466
Change-3,466 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,338
Change-3,338 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 3,063
Change-3,063 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Centennial Bank
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Legacy Trust
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 2,556
Change-2,556 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,543
Change-2,543 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Dauntless Investment Group, LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
MQS Management LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,876
Change-1,876 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
American Trust
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 984
Change-984 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Quarry LP
N/A
Shares— from 974
Change-974 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 967
Change-967 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 950
Change-950 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 945
Change-945 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 942
Change-942 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 931
Change-931 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 928
Change-928 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 928
Change-928 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 920
Change-920 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 912
Change-912 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 906
Change-906 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 904
Change-904 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 901
Change-901 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 900
Change-900 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 890
Change-890 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 885
Change-885 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 873
Change-873 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 849
Change-849 (-100%)
Value—
Motco
N/A
Shares— from 846
Change-846 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 838
Change-838 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 829
Change-829 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 820
Change-820 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 817
Change-817 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 817
Change-817 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 808
Change-808 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 802
Change-802 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 800
Change-800 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 775
Change-775 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 770
Change-770 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 678
Change-678 (-100%)
Value—
Toews Corp
N/A
Shares— from 675
Change-675 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 651
Change-651 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 606
Change-606 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 604
Change-604 (-100%)
Value—
CNB Bank
N/A
Shares— from 560
Change-560 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 544
Change-544 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 525
Change-525 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 523
Change-523 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 489
Change-489 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 476
Change-476 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 472
Change-472 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 464
Change-464 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 460
Change-460 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 402
Change-402 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 389
Change-389 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 385
Change-385 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
EFG International AG
N/A
Shares— from 362
Change-362 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 339
Change-339 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 321
Change-321 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 290
Change-290 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 280
Change-280 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 267
Change-267 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 255
Change-255 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 229
Change-229 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 218
Change-218 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 216
Change-216 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 213
Change-213 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Board of the Pension Protection Fund
N/A
Shares— from 200
Change-200 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 199
Change-199 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 174
Change-174 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 157
Change-157 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 137
Change-137 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 124
Change-124 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 123
Change-123 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 111
Change-111 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 97
Change-97 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 94
Change-94 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 59
Change-59 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 53
Change-53 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 44
Change-44 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 39
Change-39 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 14
Change-14 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 12
Change-12 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 9
Change-9 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 9
Change-9 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED2,622,9114,027,107-1,404,196-35%$1.0B$1.0B+$7.5M2026-11-05
Dimensional Fund Advisors LP
DECREASED2,268,8623,056,082-787,220-26%$781.5M$897.1M+$115.6M2026-11-04
US Bancorp \de\
DECREASED1,443,0091,496,414-53,405-4%$382.6M$570.6M+$188.0M2026-11-05
Principal Financial Group Inc
DECREASED1,125,2301,394,274-269,044-19%$356.5M$444.9M+$88.5M2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED744,061711,745+32,316+5%$182.0M$294.2M+$112.2M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED650,809632,538+18,271+3%$161.7M$257.3M+$95.6M2026-10-29
Fifth Third Bancorp
DECREASED589,565595,156-5,591-1%$152.2M$233.1M+$81.0M2026-11-05
Citigroup Inc
DECREASED538,540553,625-15,085-3%$141.5M$212.9M+$71.4M2026-11-04
Amanah Holdings Trust
NEW377,543—+377,543——$149.3M—2026-10-23
MacKenzie Financial Corp
INCREASED342,009211,024+130,985+62%$54.0M$135.2M+$81.3M2026-11-02
Robeco Institutional Asset Management B.V.
DECREASED318,373365,555-47,182-13%$93.5M$125.9M+$32.4M2026-10-20
Thrivent Financial for Lutherans
DECREASED306,881438,578-131,697-30%$112.1M$121.4K-$112.0M2026-11-05
Calamos Advisors LLC
DECREASED270,083290,934-20,851-7%$74.4M$106.8M+$32.4M2026-11-02
ARS Investment Partners, LLC
INCREASED242,675220,952+21,723+10%$56.5M$96.0M+$39.5M2026-11-05
New York State Teachers Retirement System
DECREASED234,536244,918-10,382-4%$62.6M$92.7K-$62.5M2026-10-22
Assenagon Asset Management S.A.
INCREASED206,87967,593+139,286+206%$17.3M$81.8M+$64.5M2026-10-15
Meyer Handelman Co
DECREASED200,098210,043-9,945-5%$53.7M$79.1M+$25.4M2026-10-28
Creative Planning
INCREASED177,968172,830+5,138+3%$44.2M$70.4M+$26.2M2026-11-02
Hosking Partners LLP
DECREASED171,157206,846-35,689-17%$52.9M$67.7M+$14.8M2026-10-21
KBC Group NV
DECREASED161,240190,429-29,189-15%$48.7M$63.8K-$48.6M2026-10-22
Nisa Investment Advisors, LLC
DECREASED159,313166,832-7,519-5%$42.7M$63.0M+$20.3M2026-10-20
Pictet Asset Management Holding SA
DECREASED155,236207,386-52,150-25%$53.0M$61.4M+$8.4M2026-11-03
Greatmark Investment Partners, Inc.
DECREASED154,280161,649-7,369-5%$41.3M$61.0M+$19.7M2026-10-28
Todd Asset Management LLC
INCREASED140,96895,465+45,503+48%$24.4M$55.7M+$31.3M2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
INCREASED138,2988,424+129,874+1542%$2.2M$54.7K-$2.1M2026-10-22
Asset Management One Co., Ltd.
INCREASED124,729124,074+655+1%$31.7M$49.3M+$17.6M2026-10-27
Commonwealth Equity Services, LLC
DECREASED112,295121,048-8,753-7%$30.9M$44.4M+$13.5M2026-11-02
MGO One Seven LLC
DECREASED105,381106,339-958-1%$27.2M$41.7M+$14.5M2026-10-28
Oppenheimer & Co Inc
DECREASED103,254116,342-13,088-11%$29.7M$40.8M+$11.1M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED103,06290,850+12,212+13%$24.3M$45.0M+$20.7M2026-10-13
Douglas Lane & Associates, LLC
DECREASED101,802109,425-7,623-7%$28.0M$40.3M+$12.3M2026-10-09
DekaBank Deutsche Girozentrale
DECREASED95,054149,014-53,960-36%$36.4K$37.6K+$1.2K2026-10-27
State of New Jersey Common Pension Fund D
DECREASED94,29595,803-1,508-2%$24.5M$37.3M+$12.8M2026-11-05
Swiss Life Asset Management Ltd
INCREASED92,68661,769+30,917+50%$15.8M$36.6M+$20.9M2026-11-03
Segment Wealth Management, LLC
DECREASED90,17891,147-969-1%$23.3M$35.7M+$12.4M2026-10-26
Polaris Capital Management, LLC
DECREASED86,48293,482-7,000-7%$23.9M$34.2M+$10.3M2026-10-21
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED84,47481,934+2,540+3%$20.9M$33.4M+$12.5M2026-10-19
Concurrent Investment Advisors, LLC
DECREASED82,80684,153-1,347-2%$21.5M$32.7M+$11.2M2026-10-16
Tctc Holdings, LLC
DECREASED81,89787,645-5,748-7%$22.4M$32.4M+$10.0M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED81,54265,087+16,455+25%$16.6M$32.2M+$15.6M2026-11-03
Arizona State Retirement System
DECREASED81,19081,717-527-1%$20.9M$32.1M+$11.2M2026-11-03
Wendell David Associates Inc
INCREASED80,79276,329+4,463+6%$19.5M$31.9K-$19.5M2026-10-27
Czech National Bank
DECREASED80,68883,096-2,408-3%$21.2M$31.9M+$10.7M2026-10-13
Henshaw Capital LLC
UNCHANGED78,58978,58900%$20.1M$31.1M+$11.0M2026-11-03
CIBC Asset Management Inc
DECREASED78,40882,771-4,363-5%$21.2M$31.0M+$9.8M2026-11-05
Adams Natural Resources Fund, Inc.
DECREASED75,51279,912-4,400-6%$20.4M$29.9M+$9.4M2026-10-21
Bokf, NA
DECREASED74,14184,716-10,575-12%$21.7M$29.3M+$7.7M2026-10-27
Daiwa Securities Group Inc.
INCREASED71,59060,761+10,829+18%$15.5M$28.3M+$12.8M2026-10-29
State of Michigan Retirement System
DECREASED70,51074,710-4,200-6%$19.1M$27.9M+$8.8M2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED70,07361,105+8,968+15%$15.6M$27.7K-$15.6M2026-11-02
Xponance LLC
INCREASED69,99564,086+5,909+9%$16.4M$27.7M+$11.3M2026-11-03
Turtle Creek Wealth Advisors, LLC
DECREASED69,27469,834-560-1%$17.9M$27.4M+$9.5M2026-10-15
Crossmark Global Holdings, Inc.
DECREASED67,89577,404-9,509-12%$19.8M$26.8M+$7.1M2026-10-21
Illinois Municipal Retirement Fund
INCREASED67,57964,427+3,152+5%$16.5M$26.7M+$10.3M2026-11-05
IFM Investors Pty Ltd
INCREASED65,98452,906+13,078+25%$13.5M$26.1M+$12.6M2026-10-14
Kestra Advisory Services, LLC
INCREASED64,98961,376+3,613+6%$15.7M$25.7M+$10.0M2026-11-02
Truist Financial Corp
INCREASED64,30250,018+14,284+29%$12.8M$25.4M+$12.6M2026-10-30
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED62,04464,481-2,437-4%$16.5M$24.5M+$8.0M2026-11-03
Smith Group Asset Management, LLC
DECREASED61,68498,124-36,440-37%$25.1M$24.4M-$696.3K2026-10-27
Arbejdsmarkedets Tillaegspension
DECREASED61,100104,600-43,500-42%$26.7M$24.2M-$2.6M2026-10-30
Cushing Asset Management, LP dba NXG Investment Management
INCREASED60,80049,800+11,000+22%$12.7M$24.0M+$11.3M2026-10-26
Retirement Systems of Alabama
DECREASED58,89161,329-2,438-4%$15.7M$23.3M+$7.6M2026-11-04
ProShare Advisors LLC
INCREASED55,90755,753+154+0%$14.3M$22.1M+$7.9M2026-10-29
Neos Investment Management LLC
INCREASED54,97248,445+6,527+13%$12.4M$21.7M+$9.4M2026-11-04
Florida Trust Wealth Management Co
DECREASED53,55765,743-12,186-19%$16.8M$21.2M+$4.4M2026-11-05
Amalgamated Bank
DECREASED51,68254,514-2,832-5%$13.9M$20.4K-$13.9M2026-10-23
Rakuten Investment Management, Inc.
INCREASED51,12847,897+3,231+7%$12.4M$20.0M+$7.6M2026-10-30
Mutual of America Capital Management LLC
DECREASED50,09651,068-972-2%$13.1M$19.8M+$6.8M2026-10-23
Anchor Capital Advisors LLC
DECREASED49,98767,429-17,442-26%$17.2M$19.8M+$2.5M2026-11-05
Journey Advisory Group, LLC
DECREASED48,34849,105-757-2%$12.6M$19.1M+$6.6M2026-11-04
United Capital Management of KS, Inc.
DECREASED46,70348,365-1,662-3%$12.4M$18.5M+$6.1M2026-11-04
TD Waterhouse Canada Inc.
INCREASED46,04315,333+30,710+200%$4.1M$19.4M+$15.3M2026-10-16
AlphaCore Capital LLC
DECREASED45,35159,847-14,496-24%$15.3M$17.9M+$2.6M2026-11-04
North Point Portfolio Managers Corp
DECREASED45,22360,959-15,736-26%$15.6M$17.9M+$2.3M2026-10-07
Cookson Peirce & Co Inc
INCREASED44,0562,227+41,829+1878%$569.4K$17.4M+$16.9M2026-10-30
Philadelphia Trust Co
DECREASED43,37869,039-25,661-37%$17.7M$17.2K-$17.6M2026-11-05
B. Metzler seel. Sohn & Co. AG
INCREASED42,82740,741+2,086+5%$10.4M$16.9M+$6.5M2026-10-30
New York Life Investment Management LLC
DECREASED42,10043,608-1,508-3%$11.1M$16.6M+$5.5M2026-11-04
Nippon Life Global Investors Americas, Inc.
DECREASED41,980100,020-58,040-58%$25.6M$16.6M-$9.0M2026-10-29
White Pine Investment Co
DECREASED41,38244,610-3,228-7%$11.4M$16.4K-$11.4M2026-10-15
Sterling Capital Management LLC
DECREASED40,79648,141-7,345-15%$12.3M$16.1M+$3.8M2026-10-22
Assetmark, Inc
DECREASED40,53444,321-3,787-9%$11.3M$16.0M+$4.7M2026-10-21
Clear Trail Advisors, LLC
DECREASED40,36546,243-5,878-13%$11.8M$16.0M+$4.1M2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED40,33640,069+267+1%$10.2M$15.9M+$5.7M2026-10-20
Private Management Group Inc
DECREASED40,00045,000-5,000-11%$11.5M$15.8M+$4.3M2026-11-04
Kwmg, LLC
DECREASED39,74241,620-1,878-5%$10.6M$15.7M+$5.1M2026-10-07
State of Alaska, Department of Revenue
DECREASED39,66441,663-1,999-5%$10.7M$15.7K-$10.6M2026-10-15
Yousif Capital Management, LLC
DECREASED39,53640,831-1,295-3%$10.4M$15.6M+$5.2M2026-10-22
CX Institutional
INCREASED39,49716,287+23,210+143%$4.2K$15.6K+$11.5K2026-10-02
Kornitzer Capital Management Inc
DECREASED37,68142,781-5,100-12%$10.9M$14.9M+$4.0M2026-11-03
D.A. Davidson & Co.
INCREASED37,51835,678+1,840+5%$9.1M$14.8M+$5.7M2026-10-28
Chapin Davis, Inc.
NEW37,477—+37,477——$14.8M—2026-10-09
Lido Advisors, LLC
DECREASED36,96637,694-728-2%$9.6M$14.6M+$5.0M2026-11-04
Convergence Investment Partners, LLC
INCREASED36,57231,959+4,613+14%$8.2M$14.5M+$6.3M2026-10-28
Spirit of America Management Corp
DECREASED36,12536,175-500%$9.2M$14.3M+$5.0M2026-10-14
Pinnacle Associates LTD
INCREASED35,79535,291+504+1%$9.0M$14.2M+$5.1M2026-10-20
UniSuper Management Pty Ltd
INCREASED35,23632,636+2,600+8%$8.3M$13.9M+$5.6M2026-10-26
Oregon Public Employees Retirement Fund
DECREASED34,52235,917-1,395-4%$9.2M$13.7M+$4.5M2026-10-30
Miller Howard Investments Inc
DECREASED34,37741,782-7,405-18%$10.7M$13.6M+$2.9M2026-10-26
GF Fund Management Co. Ltd.
DECREASED33,09048,126-15,036-31%$12.3M$13.1M+$780.1K2026-10-26
Old National Bancorp
INCREASED32,99132,812+179+1%$8.4M$13.0M+$4.7M2026-10-20
SteelPeak Wealth, LLC
DECREASED32,72338,650-5,927-15%$9.9M$12.9M+$3.1M2026-10-16
Nilsine Partners, LLC
DECREASED32,16035,188-3,028-9%$9.0M$12.7M+$3.7M2026-11-02
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED31,48669,829-38,343-55%$17.9M$12.5M-$5.4M2026-11-04
Scissortail Wealth Management, LLC
DECREASED31,15231,920-768-2%$8.2M$12.3M+$4.2M2026-11-03
Shoker Investment Counsel, Inc.
DECREASED30,79631,285-489-2%$8.0M$12.2M+$4.2M2026-11-04
Harrell Investment Partners, LLC
DECREASED30,31530,317-20%$7.8M$12.0M+$4.2M2026-10-15
Carnegie Investment Counsel
DECREASED30,29031,226-936-3%$8.0M$12.0M+$4.0M2026-10-20
Ritholtz Wealth Management
INCREASED29,74721,577+8,170+38%$5.5M$11.8M+$6.2M2026-11-05
Davenport & Co LLC
INCREASED29,30429,164+140+0%$7.5M$11.6M+$4.1M2026-10-14
Candriam S.C.A.
INCREASED29,26723,651+5,616+24%$6.0M$11.6M+$5.6M2026-11-03
ABN Amro Investment Solutions
INCREASED29,24823,879+5,369+22%$6.1M$11.6M+$5.5M2026-10-21
Confluence Wealth Services, Inc.
DECREASED28,65729,654-997-3%$7.6M$11.3M+$3.7M2026-11-05
Venture Visionary Partners LLC
DECREASED28,48931,458-2,969-9%$8.0M$11.3M+$3.2M2026-10-07
Ag2r LA Mondiale Gestion D'actifs
DECREASED28,43442,492-14,058-33%$10.9M$11.2M+$379.4K2026-10-26
Indivisible Partners
INCREASED27,6263,943+23,683+601%$1.0M$10.9M+$9.9M2026-10-26
Atlatl Advisers LLC
INCREASED27,36723+27,344+118887%$5.9K$10.8M+$10.8M2026-10-22
Keybank National Association
DECREASED27,16228,256-1,094-4%$7.2M$10.7M+$3.5M2026-11-04
Adell Harriman & Carpenter Inc
DECREASED27,12429,469-2,345-8%$7.5M$10.7M+$3.2M2026-11-02
Capital City Trust Co
DECREASED26,53928,705-2,166-8%$7.3M$10.5M+$3.2M2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED24,72725,559-832-3%$6.5M$9.8M+$3.2M2026-10-20
Burney Co/
DECREASED24,59025,053-463-2%$6.4M$9.7M+$3.3M2026-10-15
Central Trust Co
DECREASED24,55725,214-657-3%$6.4M$9.7M+$3.3M2026-11-05
Alpha Omega Wealth Management LLC
DECREASED24,46640,086-15,620-39%$10.2M$9.7M-$574.4K2026-10-23
Refined Wealth Management
INCREASED24,41524,224+191+1%$6.2M$9.7M+$3.5M2026-10-13
Sagespring Wealth Partners, LLC
DECREASED24,30627,860-3,554-13%$7.1M$9.6M+$2.5M2026-10-22
Generali Asset Management SPA SGR
DECREASED24,28142,988-18,707-44%$11.0M$9.6M-$1.4M2026-10-26
Demars Financial Group, LLC
INCREASED24,24223,731+511+2%$6.1M$9.6M+$3.5M2026-10-22
Poehling Capital Management, Inc.
DECREASED24,11824,149-310%$6.2M$9.5M+$3.4M2026-10-20
Vise Technologies, Inc.
INCREASED23,92220,628+3,294+16%$5.3M$9.5M+$4.2M2026-10-29
Kirr Marbach & Co LLC
DECREASED23,66149,943-26,282-53%$12.8M$9.4M-$3.4M2026-10-20
HB Wealth Management, LLC
DECREASED23,57227,001-3,429-13%$6.9M$9.3M+$2.4M2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED23,50021,753+1,747+8%$5.8M$9.9M+$4.1M2026-11-04
Counterpoint Mutual Funds LLC
NEW23,312—+23,312——$9.2M—2026-10-16
Prospera Financial Services Inc
INCREASED23,0316,939+16,092+232%$1.8M$10.2M+$8.5M2026-11-04
Oppenheimer Asset Management Inc.
DECREASED23,01033,441-10,431-31%$8.5M$9.1M+$548.8K2026-10-27
Sitrin Capital Management LLC
DECREASED22,86536,705-13,840-38%$9.4M$9.0M-$343.1K2026-10-19
Gulf International Bank (UK) Ltd
UNCHANGED22,85722,85700%$5.8M$9.0K-$5.8M2026-10-20
Leuthold Group, LLC
NEW22,707—+22,707——$9.0M—2026-11-04
Park Avenue Securities LLC
INCREASED22,05016,945+5,105+30%$4.3M$8.7K-$4.3M2026-10-26
Atria Investments, Inc
DECREASED21,80824,528-2,720-11%$6.3M$8.6M+$2.4M2026-10-15
Princeton Global Asset Management LLC
INCREASED21,56121,399+162+1%$5.5M$8.5M+$3.1M2026-10-21
Resonant Capital Advisors, LLC
DECREASED21,49221,940-448-2%$5.6M$8.5M+$2.9M2026-10-15
Gilliland Jeter Wealth Management LLC
DECREASED21,42121,847-426-2%$5.6M$8.5M+$2.9M2026-10-28
Kestra Private Wealth Services, LLC
DECREASED21,40222,804-1,402-6%$5.8M$8.5M+$2.6M2026-10-30
Eulav Asset Management
INCREASED20,99318,429+2,564+14%$4.7M$8.3M+$3.6M2026-10-23
Farther Finance Advisors, LLC
INCREASED20,81715,448+5,369+35%$4.0M$8.2M+$4.3M2026-10-08
swisspartners Advisors Ltd
DECREASED20,38520,570-185-1%$5.3M$8.1M+$2.8M2026-11-05
Trek Financial, LLC
DECREASED19,97132,232-12,261-38%$8.2M$7.9M-$343.8K2026-10-29
Caliber Wealth Management, LLC / KS
DECREASED19,71920,802-1,083-5%$5.3M$7.8M+$2.5M2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED19,51524,443-4,928-20%$6.2M$7.7M+$1.5M2026-10-15
Orange Investment Advisors, Inc.
DECREASED19,29022,377-3,087-14%$5.7M$7.6M+$1.9M2026-10-23
First American Bank
DECREASED19,23819,996-758-4%$5.1M$7.6M+$2.5M2026-10-27
Fruth Investment Management
DECREASED19,03819,138-100-1%$4.9K$7.5K+$2.6K2026-10-13
SAX Wealth Advisors, LLC
INCREASED18,7053,276+15,429+471%$799.9K$7.4M+$6.6M2026-10-13
Thompson Siegel & Walmsley LLC
DECREASED18,21518,590-375-2%$4.8M$7.2K-$4.7M2026-11-05
Peterson Wealth Services
DECREASED18,18818,461-273-1%$4.7M$7.2M+$2.5M2026-10-26
Maryland State Retirement & Pension System
DECREASED18,016161,451-143,435-89%$41.3M$7.1M-$34.2M2026-11-05
Exchange Traded Concepts, LLC
INCREASED17,5776,378+11,199+176%$1.6M$7.0M+$5.3M2026-10-28
First Nebraska Trust Co
DECREASED17,41118,039-628-3%$4.6M$6.9M+$2.3M2026-10-30
Quadrant Capital Group LLC
DECREASED17,35017,450-100-1%$4.5M$8.3M+$3.8M2026-10-20
J.W. Cole Advisors, Inc.
INCREASED17,2648,742+8,522+97%$2.2M$6.8M+$4.6M2026-11-05
Csenge Advisory Group
DECREASED17,22021,824-4,604-21%$5.6M$6.8M+$1.2M2026-11-04
Stonebridge Financial Group, LLC
INCREASED17,20017,174+26+0%$4.4M$6.8M+$2.4M2026-10-01
Park National Corp
DECREASED16,72516,860-135-1%$4.3M$6.6M+$2.3M2026-10-05
First National Trust Co
DECREASED16,61423,639-7,025-30%$6.0M$6.6M+$525.7K2026-10-28
iA Global Asset Management Inc.
INCREASED16,53411,319+5,215+46%$2.9M$6.5K-$2.9M2026-10-29
Unison Advisors LLC
INCREASED16,43616,379+57+0%$4.2M$6.5M+$2.3M2026-10-29
Wealth Intelligence, LLC
DECREASED16,37917,530-1,151-7%$4.5M$6.5M+$2.0M2026-10-16
Merrion Investment Management Co, LLC
INCREASED16,05415,619+435+3%$4.0M$6.3M+$2.4M2026-10-16
First Citizens Bank & Trust Co
INCREASED15,78012,255+3,525+29%$3.1M$6.2M+$3.1M2026-10-14
Range Financial Group LLC
INCREASED15,6861,988+13,698+689%$508.3K$6.2M+$5.7M2026-10-21
CrossGen Wealth, LLC
UNCHANGED15,67915,67900%$4.0M$6.2M+$2.2M2026-10-30
AMG National Trust Bank
INCREASED15,66015,584+76+0%$4.0M$6.2M+$2.2M2026-11-05
Geneva Partners, LLC
DECREASED15,41222,279-6,867-31%$5.7M$6.1M+$398.3K2026-10-26
Aware Super Pty Ltd as trustee of Aware Super
NEW15,394—+15,394——$6.1M—2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED15,19314,161+1,032+7%$3.6M$6.0M+$2.4M2026-10-22
Gamma Investing LLC
INCREASED15,09814,347+751+5%$3.7M$6.0M+$2.3M2026-10-08
Hartford Investment Management Co
DECREASED15,01516,131-1,116-7%$4.1M$5.9M+$1.8M2026-11-04
Wakefield Asset Management Lllp
DECREASED14,97624,134-9,158-38%$6.2M$5.9M-$248.5K2026-11-05
Wilmington Savings Fund Society, FSB
DECREASED14,84015,137-297-2%$3.9M$5.9M+$2.0M2026-10-23
New Mexico Educational Retirement Board
UNCHANGED14,72914,72900%$3.8M$5.8K-$3.8M2026-11-05
Westwind Capital
NEW14,656—+14,656——$5.8K—2026-10-08
Wesbanco Bank Inc
DECREASED14,55017,772-3,222-18%$4.5M$5.8M+$1.2M2026-11-04
Farmers & Merchants Trust Co of Long Beach
INCREASED14,54514,320+225+2%$3.7M$5.8M+$2.1M2026-10-22
Choreo, LLC
INCREASED14,40513,866+539+4%$3.5M$5.7M+$2.2M2026-10-28
Joseph Group Capital Management
DECREASED14,39520,999-6,604-31%$5.4M$5.7M+$322.9K2026-11-04
Chicago Partners Investment Group LLC
DECREASED14,37114,855-484-3%$4.6M$6.6M+$1.9M2026-10-27
Vontobel Holding Ltd.
INCREASED14,02511,388+2,637+23%$2.9M$5.5M+$2.6M2026-10-16
Nemes Rush Group LLC
DECREASED13,89513,925-300%$3.6M$5.5M+$1.9M2026-11-04
AlphaStar Capital Management, LLC
INCREASED13,8932,796+11,097+397%$714.7K$5.5M+$4.8M2026-10-16
Louisiana State Employees Retirement System
DECREASED13,80014,900-1,100-7%$3.8M$5.5M+$1.6M2026-10-20
Ethic Inc.
INCREASED13,75113,122+629+5%$3.4M$5.4M+$2.1M2026-11-03
Hudson Canyon Capital Management
DECREASED13,70414,922-1,218-8%$3.8M$5.4M+$1.6M2026-11-04
City Holding Co
DECREASED13,58614,236-650-5%$3.6M$5.4M+$1.7M2026-10-19
Strs Ohio
INCREASED13,4687,479+5,989+80%$1.9M$5.3M+$3.4M2026-10-30
Signaturefd, LLC
INCREASED13,45613,399+57+0%$3.4M$5.3M+$1.9M2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED13,27911,352+1,927+17%$2.9M$5.3M+$2.3M2026-10-21
Cherokee Insurance Co
DECREASED13,25820,758-7,500-36%$5.3M$5.2M-$64.7K2026-11-05
Sarasin & Partners LLP
NEW12,900—+12,900——$5.1M—2026-10-13
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED12,85813,372-514-4%$3.4M$5.1M+$1.7M2026-10-14
Praxis Investment Management Inc
UNCHANGED12,70812,70800%$3.2M$5.0K-$3.2M2026-11-03
Foster Victor Wealth Advisors, LLC
INCREASED12,5552,942+9,613+327%$892.6K$5.9M+$5.1M2026-10-21
Woodard & Co Asset Management Group Inc
DECREASED12,41913,107-688-5%$3.4M$4.9M+$1.6M2026-11-03
Regions Financial Corp
INCREASED12,37811,863+515+4%$3.0M$4.9M+$1.9M2026-11-05
Phoenix Wealth Advisors
DECREASED12,37114,355-1,984-14%$3.7M$4.9M+$1.2M2026-11-03
TMB Capital Partners, LLC
DECREASED12,35913,103-744-6%$3.4M$4.9M+$1.5M2026-10-20
Raiffeisen Bank International AG
INCREASED12,2523,479+8,773+252%$901.8K$4.8M+$3.9M2026-10-28
SWS Partners
DECREASED12,05213,912-1,860-13%$3.6M$4.8M+$1.2M2026-10-26
Busey Bank
DECREASED11,96612,378-412-3%$3.2M$4.7M+$1.6M2026-10-26
Apollon Wealth Management, LLC
DECREASED11,94913,230-1,281-10%$3.4M$4.7M+$1.3M2026-10-23
Mather Group, Llc.
INCREASED11,8506,863+4,987+73%$1.8M$4.7M+$2.9M2026-10-14
Kerusso Capital Management LLC
INCREASED11,75210,655+1,097+10%$2.7M$4.6M+$1.9M2026-10-27
Brighton Jones LLC
INCREASED11,57911,452+127+1%$2.9M$4.6M+$1.7M2026-11-03
Marino, Stram & Associates LLC
DECREASED11,56811,689-121-1%$3.0M$4.6M+$1.6M2026-10-22
Parkway Wealth Management Group, LLC
NEW11,433—+11,433——$4.5M—2026-10-20
HUB Investment Partners, LLC
INCREASED11,3549,611+1,743+18%$2.5M$4.5M+$2.0M2026-11-03
Bank & Trust Co
UNCHANGED11,28811,28800%$2.9M$4.5M+$1.6M2026-10-07
Aspetuck Financial Management LLC
INCREASED11,28011,219+61+1%$2.9M$4.5M+$1.6M2026-11-04
Genus Capital Management Inc.
INCREASED11,15711,112+45+0%$2.8M$4.4M+$1.6M2026-11-04
3Chopt Investment Partners, LLC
DECREASED11,09511,147-520%$2.8M$4.4M+$1.5M2026-10-30
Welch & Forbes LLC
UNCHANGED11,05211,05200%$2.8M$4.4M+$1.5M2026-11-04
Park Capital Management, LLC / WI
NEW10,930—+10,930——$4.3M—2026-10-13
Bailard, Inc.
DECREASED10,87811,065-187-2%$2.8M$4.3M+$1.5M2026-10-13
Gateway Investment Advisers LLC
INCREASED10,8118,800+2,011+23%$2.2M$4.3M+$2.0M2026-10-13
Interchange Capital Partners, LLC
INCREASED10,78710,773+14+0%$2.8M$4.3M+$1.5M2026-10-28
Monument Capital Management
INCREASED10,7512,867+7,884+275%$733.1K$4.3M+$3.5M2026-10-09
Fulcrum Asset Management LLP
INCREASED10,62811+10,617+96518%$2.9K$4.2M+$4.2M2026-11-04
Tokio Marine Asset Management Co LTD
UNCHANGED10,58510,58500%$2.7M$4.2M+$1.5M2026-10-26
Y-Intercept (Hong Kong) Ltd
NEW10,530—+10,530——$4.2M—2026-10-16
Independent Solutions Wealth Management, LLC
DECREASED10,45710,814-357-3%$2.8M$4.1M+$1.4M2026-10-28
Williams Jones Wealth Management, Llc.
DECREASED10,25611,402-1,146-10%$2.9M$4.1M+$1.1M2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED10,12512,984-2,859-22%$3.3M$4.0M+$684.0K2026-10-23
Greenleaf Trust
DECREASED10,02410,158-134-1%$2.6M$4.0M+$1.4M2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED9,92513,916-3,991-29%$3.6M$3.9M+$366.6K2026-10-08
Tranquility Partners, LLC
DECREASED9,86910,205-336-3%$2.6M$3.9M+$1.3M2026-10-20
Daymark Wealth Partners, LLC
INCREASED9,8319,650+181+2%$2.5M$3.9M+$1.4M2026-11-04
Pullen Investment Management, LLC
INCREASED9,8099,785+24+0%$2.5M$3.9M+$1.4M2026-10-23
Parallel Advisors, LLC
DECREASED9,75810,046-288-3%$2.6M$3.9M+$1.3M2026-11-03
VestGen Advisors, LLC
INCREASED9,6459,171+474+5%$2.3M$3.8M+$1.5M2026-10-27
Cullen Investment Group, Ltd.
INCREASED9,6229,617+5+0%$2.5M$4.4M+$2.0M2026-10-13
Patton Fund Management, Inc.
DECREASED9,56211,850-2,288-19%$3.0M$3.8M+$751.3K2026-10-13
Dynamic Advisor Solutions LLC
INCREASED9,5289,308+220+2%$2.4M$3.8M+$1.4M2026-10-13
Net Worth Advisory Group
INCREASED9,5069,317+189+2%$2.4M$4.0M+$1.6M2026-10-20
Deseret Mutual Benefit Administrators
DECREASED9,49310,203-710-7%$2.6M$3.8M+$1.1M2026-11-04
Simplex Trading, LLC
NEW9,492—+9,492——$3.8M—2026-11-04
Profund Advisors LLC
DECREASED9,48713,440-3,953-29%$3.4M$3.8M+$315.1K2026-10-29
Alps Advisors Inc
DECREASED9,44211,406-1,964-17%$2.9M$3.7M+$817.4K2026-11-03
McAdam, LLC
INCREASED9,4319,426+5+0%$2.4M$3.7M+$1.3M2026-10-21
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED9,3509,35000%$2.4M$2.4M$02026-10-15
Ascent Wealth Partners, LLC
DECREASED9,2429,434-192-2%$2.4M$3.7M+$1.2M2026-10-23
Cullen T Bankers, Inc.
INCREASED9,2278,981+246+3%$2.3M$3.6M+$1.4M2026-10-28
Moody National Bank Trust Division
DECREASED9,16510,906-1,741-16%$2.8M$3.6M+$835.7K2026-10-06
Goelzer Investment Management, Inc.
INCREASED9,1608,952+208+2%$2.3M$3.6M+$1.3M2026-10-16
North Dakota State Investment Board
INCREASED9,0118,942+69+1%$2.3M$3.6M+$1.3M2026-10-27
Gryphon Financial Partners LLC
DECREASED8,8788,967-89-1%$2.3M$3.5M+$1.2M2026-11-04
Donoghue Forlines LLC
DECREASED8,87411,456-2,582-23%$2.9M$3.5M+$580.0K2026-11-02
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
NEW8,864—+8,864——$3.5M—2026-10-22
Ascent Group, LLC
DECREASED8,8248,885-61-1%$2.3M$3.5M+$1.2M2026-10-30
Sigma Planning Corp
INCREASED8,7948,242+552+7%$2.1M$3.4M+$1.3M2026-10-23
Mengis Capital Management, Inc.
DECREASED8,7909,300-510-5%$2.4M$3.5M+$1.1M2026-10-13
Romano Brothers and Company
DECREASED8,7649,284-520-6%$2.4M$3.5M+$1.1M2026-10-22
Mader & Shannon Wealth Management, Inc.
DECREASED8,75818,411-9,653-52%$4.7M$3.5M-$1.2M2026-11-02
Koshinski Asset Management, Inc.
INCREASED8,7128,439+273+3%$2.2M$3.4M+$1.3M2026-10-29
O'Domhnaill Enterprises, Inc.
DECREASED8,54915,367-6,818-44%$3.9M$3.4M-$548.4K2026-10-29
Uptick Partners, LLC
DECREASED8,5308,545-150%$2.2M$3.4M+$1.2M2026-11-04
Cidel Asset Management Inc
DECREASED8,4909,470-980-10%$2.4M$3.4M+$935.9K2026-10-29
Compass Financial Management LLC
INCREASED8,4502,706+5,744+212%$773.8K$3.3M+$2.6M2026-10-30
Sawgrass Asset Management LLC
DECREASED8,4178,962-545-6%$2.3M$3.3M+$1.0M2026-11-03
Diversify Wealth Management, LLC
INCREASED8,3666,766+1,600+24%$2.1M$4.0M+$1.9M2026-10-20
Diversify Advisory Services, LLC
INCREASED8,3666,766+1,600+24%$2.1M$4.0M+$1.9M2026-10-20
Avantra Family Wealth, Inc.
INCREASED8,2348,141+93+1%$2.1M$3.3M+$1.2M2026-10-20
Wedmont Private Capital
INCREASED8,1477,014+1,133+16%$2.0M$3.8M+$1.8M2026-10-09
Leisure Capital Management
UNCHANGED8,1348,13400%$2.1M$3.2M+$1.1M2026-11-03
Mystic Asset Management, Inc.
DECREASED8,1308,609-479-6%$2.2M$3.2M+$1.0M2026-10-15
Hartford Financial Management Inc.
INCREASED8,1138,112+1+0%$2.1M$3.2M+$1.1M2026-10-21
GW Henssler & Associates LTD
INCREASED8,0787,674+404+5%$2.0M$3.2M+$1.2M2026-10-26
First Interstate Bank
UNCHANGED7,9497,94900%$2.0M$3.1M+$1.1M2026-10-23
Allegheny Financial Group
INCREASED7,9247,919+5+0%$2.0M$3.1M+$1.1M2026-11-05
Parsons Capital Management Inc
DECREASED7,8658,116-251-3%$2.1M$3.1M+$1.0M2026-10-28
Parkside Financial Bank & Trust
INCREASED7,8286,900+928+13%$1.8M$3.1M+$1.3M2026-10-27
Citizens Financial Group Inc
INCREASED7,8266,394+1,432+22%$1.6M$3.1M+$1.5M2026-10-23
EverSource Wealth Advisors, LLC
INCREASED7,7647,539+225+3%$1.9M$3.1M+$1.1M2026-11-04
Meridian Wealth Management, LLC
INCREASED7,7534,574+3,179+70%$1.2M$3.1M+$1.9M2026-11-05
Premier Fund Managers Ltd
NEW7,641—+7,641——$3.0K—2026-11-02
Mesirow Financial Investment Management, Inc.
DECREASED7,6388,627-989-11%$2.2M$3.0M+$814.5K2026-11-05
Portside Wealth Group, LLC
DECREASED7,6318,678-1,047-12%$2.2M$3.0M+$798.9K2026-10-20
Wetzel Investment Advisors, Inc.
INCREASED7,5377,446+91+1%$1.9M$3.0M+$1.1M2026-10-13
Axxcess Wealth Management, LLC
DECREASED7,5028,847-1,345-15%$2.3M$3.0M+$704.6K2026-10-21
KCM Investment Advisors LLC
INCREASED7,4747,448+26+0%$1.9M$3.0M+$1.1M2026-10-27
Brookstone Capital Management
INCREASED7,3997,256+143+2%$1.9M$2.9M+$1.1M2026-10-22
Wedbush Securities Inc
INCREASED7,3726,740+632+9%$1.7M$2.9K-$1.7M2026-10-22
New Wave Wealth Advisors LLC
DECREASED7,3719,063-1,692-19%$2.3M$3.5M+$1.2M2026-10-19
Capital Investment Advisors, LLC
INCREASED7,3527,334+18+0%$1.9M$2.9M+$1.0M2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED7,3377,252+85+1%$1.9M$2.9M+$1.0M2026-10-23
Fulton Bank, N.A.
DECREASED7,3098,260-951-12%$2.1M$2.9M+$778.3K2026-10-14
Heritage Wealth Management, Inc.
DECREASED7,1997,219-200%$1.8M$2.8M+$1.0M2026-10-28
RFG Advisory, LLC
INCREASED7,1346,926+208+3%$1.8M$2.8M+$1.0M2026-11-03
365 WMG Private Fund I: Primus Fund LLC
NEW7,009—+7,009——$2.8M—2026-10-20
Axecap Investments, LLC
DECREASED7,00918,483-11,474-62%$4.7M$2.8M-$2.0M2026-10-20
Beese Fulmer Investment Management, Inc.
INCREASED6,9856,845+140+2%$1.8M$2.8M+$1.0M2026-10-23
Integrity Alliance, Llc.
INCREASED6,9431,592+5,351+336%$407.0K$2.7M+$2.3M2026-10-29
Country Trust Bank
UNCHANGED6,9276,92700%$1.8M$2.7M+$968.0K2026-10-30
Aspiriant, LLC
DECREASED6,9066,949-43-1%$1.8M$2.7M+$954.1K2026-10-16
Formidable Asset Management, LLC
DECREASED6,7516,861-110-2%$1.7M$1.7M+$50.9K2026-11-03
Great Diamond Partners, LLC
NEW6,718—+6,718——$2.7M—2026-10-13
Valeo Financial Advisors, LLC
DECREASED6,7127,254-542-7%$1.9M$2.7M+$799.6K2026-10-08
PFG Advisors
DECREASED6,6998,677-1,978-23%$2.2M$2.6M+$430.4K2026-10-16
Machina Capital S.A.S.
NEW6,668—+6,668——$2.6M—2026-11-05
Oakworth Capital, Inc.
INCREASED6,6306,626+4+0%$1.7M$2.6M+$886.6K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED6,6107,098-488-7%$1.8M$2.6M+$805.1K2026-11-05
Oak Thistle LLC
NEW6,576—+6,576——$2.6M—2026-10-21
IFP Advisors, Inc
DECREASED6,5617,665-1,104-14%$2.0M$2.6M+$634.6K2026-10-16
Bahl & Gaynor LLC
INCREASED6,5576,555+2+0%$1.7M$2.6M+$916.9K2026-11-05
Trust Co of Toledo NA
DECREASED6,5566,908-352-5%$1.8M$2.6M+$826.2K2026-10-16
Arkfeld Wealth Strategies, L.L.C.
DECREASED6,5556,733-178-3%$1.8M$2.9M+$1.1M2026-10-19
Carolina Wealth Advisors, LLC
NEW6,525—+6,525——$2.6M—2026-10-23
Hurley Capital, LLC
INCREASED6,5226,350+172+3%$1.6M$2.6M+$955.5K2026-11-05
Carret Asset Management, LLC
DECREASED6,5217,659-1,138-15%$2.0M$2.6M+$620.4K2026-11-04
Neville Rodie & Shaw Inc
UNCHANGED6,4446,44400%$1.6K$2.5K+$9002026-10-05
Verdence Capital Advisors LLC
DECREASED6,3377,835-1,498-19%$2.0M$2.5M+$502.8K2026-10-26
FNY Investment Advisers, LLC
NEW6,250—+6,250——$2.5K—2026-10-16
Asset One Wealth Management LLC
DECREASED6,2247,778-1,554-20%$2.3M$2.5M+$134.2K2026-11-02
Parcion Private Wealth LLC
INCREASED6,1836,109+74+1%$1.6M$2.4M+$883.0K2026-10-28
Sky Investment Group LLC
NEW6,167—+6,167——$2.4M—2026-10-30
Larson Financial Group LLC
INCREASED6,1364,029+2,107+52%$1.0M$2.4M+$1.4M2026-11-05
Ascentis Independent Advisors
INCREASED6,105522+5,583+1070%$133.5K$2.4M+$2.3M2026-11-03
MBA Advisors LLC
DECREASED6,0746,371-297-5%$1.6M$2.4M+$772.9K2026-10-29
Vestor Capital, LLC
INCREASED6,050111+5,939+5350%$57$3.0K+$3.0K2026-11-04
North Star Investment Management Corp.
UNCHANGED6,0296,02900%$1.5M$2.4M+$842.8K2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED5,9975,858+139+2%$1.7M$2.8M+$1.1M2026-10-13
Wealthcare Advisory Partners LLC
INCREASED5,9655,490+475+9%$1.4M$2.4M+$954.9K2026-10-21
Linscomb Wealth, Inc.
DECREASED5,9275,952-250%$1.5M$2.3M+$821.9K2026-11-05
Convergence Financial, LLC
DECREASED5,87912,001-6,122-51%$3.1M$2.3M-$743.7K2026-10-27
Stone Wealth Partners
NEW5,872—+5,872——$2.3M—2026-11-05
Courier Capital LLC
UNCHANGED5,8505,85000%$1.5M$2.3M+$817.5K2026-10-19
Everhart Financial Group, Inc.
DECREASED5,8215,842-210%$1.5M$2.3M+$808.1K2026-10-08
Valley Brook Capital Group, Inc.
DECREASED5,7685,948-180-3%$1.5M$2.3M+$760.1K2026-10-26
HMV Wealth Advisors, LLC
UNCHANGED5,6735,67300%$1.5M$2.2M+$792.8K2026-10-27
Trueblood Wealth Management, LLC
DECREASED5,6566,380-724-11%$1.6M$2.2M+$605.4K2026-10-23
Glenview Trust Co
INCREASED5,6475,188+459+9%$1.3M$2.2M+$906.5K2026-10-28
Commonwealth Retirement Investments LLC
INCREASED5,6335,468+165+3%$1.4M$2.2M+$829.7K2026-10-26
TD Private Client Wealth LLC
DECREASED5,5925,736-144-3%$1.5M$2.2M+$744.7K2026-10-28
Smart Wealth LLC
INCREASED5,578948+4,630+488%$242.4K$2.2M+$2.0M2026-11-04
Sunpointe, LLC
INCREASED5,5431,402+4,141+295%$358.4K$2.2M+$1.8M2026-10-22
Founders Grove Wealth Partners, LLC
DECREASED5,5085,770-262-5%$1.5M$2.2M+$702.8K2026-10-16
Mcdonald Partners LLC
UNCHANGED5,4825,48200%$1.4M$2.2M+$766.1K2026-11-03
Victory Financial Group, LLC
INCREASED5,4755,171+304+6%$1.3M$2.2M+$842.9K2026-10-27
Frank, Rimerman Advisors LLC
INCREASED5,4755,456+19+0%$1.4M$2.2M+$770.0K2026-10-16
BKM Wealth Management, LLC
DECREASED5,4386,149-711-12%$1.6M$2.2M+$578.2K2026-10-22
Tema Etfs LLC
INCREASED5,3744,972+402+8%$1.3M$2.1M+$853.8K2026-10-16
American National Bank & Trust
INCREASED5,3565,354+2+0%$1.4M$2.1M+$749.0K2026-10-07
Burns J W & Co Inc
DECREASED5,3455,420-75-1%$1.4M$2.1M+$727.8K2026-10-20
V-Square Quantitative Management LLC
DECREASED5,3135,322-90%$1.4M$2.1M+$740.2K2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED5,2935,147+146+3%$1.3M$2.1M+$777.2K2026-10-29
Compound Planning, Inc.
INCREASED5,2524,828+424+9%$1.2M$2.1M+$842.4K2026-11-05
PW Nova Financial Services LLC
INCREASED5,2355,163+72+1%$1.3M$2.1M+$750.1K2026-10-15
Paradigm Asset Management Co LLC
DECREASED5,2005,700-500-9%$1.5M$2.1M+$598.9K2026-11-05
Beverly Hills Private Wealth, LLC
INCREASED5,1735,107+66+1%$1.3M$2.0M+$739.8K2026-11-04
Calamos Wealth Management LLC
INCREASED5,0694,903+166+3%$1.3M$2.0M+$750.8K2026-11-02
Center for Financial Planning, Inc.
INCREASED5,0644,683+381+8%$1.2M$2.0M+$805.2K2026-10-26
Saxon Interests, Inc.
DECREASED5,0456,498-1,453-22%$1.7M$2.0M+$333.8K2026-10-26
International Assets Investment Management, LLC
DECREASED5,0405,063-230%$1.3M$2.1M+$777.1K2026-11-02
Shepherd Street Advisors LLC
DECREASED5,0055,114-109-2%$1.5M$2.3M+$747.4K2026-10-21
Huntleigh Advisors, Inc.
UNCHANGED5,0005,00000%$1.3M$2.0M+$698.8K2026-11-03
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED4,9835,220-237-5%$1.3M$2.0M+$635.8K2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED4,9704,97000%$1.3M$2.0M+$694.6K2026-11-03
Point Nemo Capital, LLC
DECREASED4,9655,007-42-1%$1.3M$2.0M+$683.1K2026-11-03
Argentarii, LLC
INCREASED4,9494,948+1+0%$1.7M$2.0M+$292.3K2026-10-28
Trust Co of Vermont
INCREASED4,9134,875+38+1%$1.2M$1.9M+$696.3K2026-10-21
Sowell Financial Services LLC
DECREASED4,8825,377-495-9%$1.4M$1.9M+$555.6K2026-10-23
Ashton Thomas Securities, LLC
DECREASED4,8314,838-70%$1.2M$1.9M+$675.1K2026-10-26
Towne Trust Company, N.a
UNCHANGED4,8004,80000%$1.2M$1.9M+$670.8K2026-10-28
SS&H Financial Advisors, Inc.
UNCHANGED4,8004,80000%$1.2M$1.9K-$1.2M2026-10-28
Foundation Resource Management Inc
DECREASED4,7794,929-150-3%$1.3M$1.9M+$629.5K2026-10-19
Hummer Financial Advisory Services Inc
UNCHANGED4,7324,73200%$1.2M$1.9M+$661.3K2026-10-09
Gibbs Wealth Management
DECREASED4,6636,083-1,420-23%$1.6M$1.8M+$288.7K2026-10-22
Knights of Columbus Asset Advisors LLC
NEW4,627—+4,627——$1.8M—2026-11-05
Sovran Advisors, LLC
DECREASED4,6265,210-584-11%$1.6M$2.0M+$406.5K2026-11-02
Worthington Financial Partners, LLC
DECREASED4,5984,714-116-2%$1.2M$1.8M+$613.1K2026-10-13
71 West Capital Partners
INCREASED4,5284,477+51+1%$1.1M$1.8M+$645.8K2026-11-04
Krilogy Financial LLC
INCREASED4,5134,263+250+6%$1.1M$2.1M+$980.6K2026-10-13
Shepherd Financial Partners LLC
UNCHANGED4,5134,51300%$1.2M$1.8M+$630.7K2026-11-03
Acropolis Investment Management, LLC
DECREASED4,4974,583-86-2%$1.2M$1.8M+$606.5K2026-10-08
Central Bank & Trust Co
DECREASED4,4644,499-35-1%$1.2M$1.8M+$614.9K2026-10-09
Canopy Partners, LLC
DECREASED4,4596,334-1,875-30%$1.6M$1.8M+$143.8K2026-10-28
AIA Group Ltd
DECREASED4,40012,561-8,161-65%$3.2M$1.7M-$1.5M2026-10-30
Gradient Investments LLC
INCREASED4,3764,163+213+5%$1.1M$1.7M+$666.0K2026-10-08
Crestwood Advisors Group, LLC
INCREASED4,3734,132+241+6%$1.1M$1.7M+$672.7K2026-10-27
Piscataqua Savings Bank
DECREASED4,3244,821-497-10%$1.2M$1.7M+$477.2K2026-10-21
Woodstock Corp
DECREASED4,3234,708-385-8%$1.2M$1.7M+$505.7K2026-10-13
Eagle Bluffs Wealth Management LLC
UNCHANGED4,3054,30500%$1.1M$1.7M+$601.6K2026-10-20
Montag A & Associates Inc
DECREASED4,3019,289-4,988-54%$2.4M$1.7M-$674.2K2026-10-29
Fairvoy Private Wealth, LLC
INCREASED4,3001,000+3,300+330%$255.7K$1.7M+$1.4M2026-10-19
Invera Wealth Advisors, LLC
DECREASED4,2604,562-302-7%$1.2M$1.7M+$518.1K2026-10-28
Flagship Harbor Advisors, LLC
INCREASED4,2014,197+4+0%$1.1M$1.7M+$588.4K2026-10-26
Coastline Trust Co
UNCHANGED4,1954,19500%$1.1M$1.7M+$586.3K2026-10-01
Procyon Advisors, LLC
DECREASED4,1886,663-2,475-37%$1.7M$1.7M-$47.5K2026-10-21
Challenger Wealth Management
DECREASED4,1814,452-271-6%$1.1M$1.7M+$514.9K2026-10-30
Salem Investment Counselors Inc
UNCHANGED4,1224,12200%$1.1M$1.6M+$576.1K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED4,07549+4,026+8216%$12.5K$1.6M+$1.6M2026-10-30
Consilium Wealth Advisory, LLC
INCREASED4,0683,991+77+2%$1.0M$1.6M+$588.1K2026-10-14
Veracity Capital LLC
DECREASED4,0574,463-406-9%$1.1M$1.6M+$463.3K2026-10-08
Rosenberg Matthew Hamilton
UNCHANGED4,0374,03700%$1.0M$1.6M+$564.2K2026-10-05
Chilton Capital Management LLC
UNCHANGED4,0004,00000%$1.0M$1.6M+$559.0K2026-10-28
Forteris Wealth Management Inc.
DECREASED3,9113,944-33-1%$1.0M$1.5M+$538.1K2026-10-13
Aprio Wealth Management, LLC
INCREASED3,8843,432+452+13%$877.5K$1.5M+$658.4K2026-10-28
TCV Trust & Wealth Management, Inc.
UNCHANGED3,8643,86400%$987.9K$1.5M+$540.0K2026-10-16
1620 Investment Advisors, Inc.
DECREASED3,8305,557-1,727-31%$1.4M$1.5M+$93.5K2026-11-04
Investors Research Corp
DECREASED3,8064,696-890-19%$1.2M$1.5M+$304.3K2026-10-07
Bill Few Associates, Inc.
DECREASED3,8023,837-35-1%$981.0K$1.5M+$522.4K2026-10-09
Avantax Planning Partners, Inc.
DECREASED3,7793,788-90%$968.5K$1.5M+$525.9K2026-11-03
Cynosure Group, LLC
NEW3,766—+3,766——$1.5M—2026-11-03
Evergreen Capital Management LLC
INCREASED3,7653,676+89+2%$939.8K$1.5M+$548.9K2026-10-23
LVZ, Inc.
DECREASED3,7255,060-1,335-26%$1.3M$1.5M+$179.2K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED3,7193,644+75+2%$931.8K$1.5M+$538.8K2026-10-14
Simplicity Wealth,LLC
INCREASED3,7142,933+781+27%$749.9K$1.5M+$718.7K2026-10-23
WealthTrust Asset Management, LLC
DECREASED3,6803,772-92-2%$964.4K$1.5M+$490.8K2026-10-22
Trust Point Inc.
INCREASED3,6723,430+242+7%$876.9K$1.5M+$575.0K2026-10-27
FSM Wealth Advisors, LLC
DECREASED3,6663,727-61-2%$952.9K$1.7M+$745.6K2026-10-27
CWA Asset Management Group, LLC
DECREASED3,6644,012-348-9%$1.0M$1.4M+$423.0K2026-10-19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,6123,280+332+10%$838.7K$1.4M+$589.7K2026-10-27
Lauterbach Financial Advisors, LLC
UNCHANGED3,5793,57900%$915.0K$1.4M+$500.1K2026-10-21
Beacon Capital Management, LLC
INCREASED3,5733,572+1+0%$913.2K$1.4M+$499.7K2026-10-23
Norden Group LLC
DECREASED3,5524,338-786-18%$1.1M$1.4M+$295.4K2026-10-20
Capital Advisors Wealth Management, LLC
UNCHANGED3,5493,54900%$907.5K$1.4M+$495.9K2026-10-09
Mission Wealth Management, LP
DECREASED3,5468,072-4,526-56%$2.1M$1.4M-$661.6K2026-10-15
DSG Capital Advisors, LLC
UNCHANGED3,5453,54500%$1.1M$1.4M+$326.2K2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED3,5413,328+213+6%$850.9K$1.4M+$549.3K2026-10-13
United Advisor Group, LLC
INCREASED3,5371,575+1,962+125%$402.6K$1.4M+$995.9K2026-11-03
VMS Asset Management Limited
NEW3,527—+3,527——$1.4M—2026-10-15
Union Bancaire Privee, UBP SA
DECREASED3,52716,508-12,981-79%$3.8M$1.2M-$2.6M2026-11-04
Associated Banc-Corp
DECREASED3,5173,524-70%$901.0K$1.4M+$489.7K2026-10-30
Northland Securities, Inc.
UNCHANGED3,5013,50100%$895.1K$1.4M+$489.3K2026-11-02
Applied Finance Capital Management, LLC
DECREASED3,4474,408-961-22%$1.1M$1.4M+$236.0K2026-11-03
SBI Securities Co., Ltd.
INCREASED3,4461,771+1,675+95%$452.8K$1.4M+$909.8K2026-10-22
Bath Savings Trust Co
NEW3,405—+3,405——$1.3M—2026-10-07
Signal Advisors Wealth, LLC
INCREASED3,3932,548+845+33%$651.5K$1.3M+$690.2K2026-10-13
Hunter Associates Investment Management LLC
INCREASED3,3343,146+188+6%$804.0K$1.3K-$802.7K2026-10-26
Avestar Capital, LLC
INCREASED3,3302,976+354+12%$760.8K$1.3M+$556.0K2026-10-28
Ferguson Wellman Capital Management, Inc
DECREASED3,3034,302-999-23%$1.1M$1.3M+$206.2K2026-10-05
Occidental Asset Management, LLC
DECREASED3,28816,795-13,507-80%$4.3M$1.3M-$3.0M2026-11-05
Meadow Creek Wealth Advisors LLC
DECREASED3,2693,575-306-9%$914.0K$1.3M+$378.6K2026-11-02
HBW Advisory Services LLC
DECREASED3,2623,463-201-6%$885.4K$1.3M+$404.5K2026-10-15
Kathmere Capital Management, LLC
INCREASED3,2523,078+174+6%$787.0K$1.3M+$499.0K2026-10-20
NTV Asset Management LLC
DECREASED3,2523,302-50-2%$844.2K$1.3M+$441.7K2026-10-23
Perigon Wealth Management, LLC
INCREASED3,2512,997+254+8%$766.1K$1.3M+$519.3K2026-10-22
Intrua Financial, LLC
DECREASED3,2223,362-140-4%$859.5K$1.3M+$414.5K2026-10-28
Welch Group, LLC
INCREASED3,2072,164+1,043+48%$553.3K$1.3M+$714.8K2026-10-29
Sara-Bay Financial
INCREASED3,1293,114+15+0%$796.2K$1.2M+$441.1K2026-10-21
First Bank & Trust
DECREASED3,0963,217-121-4%$822.5K$1.2M+$401.7K2026-10-19
Trust Co of Oklahoma
UNCHANGED3,0923,09200%$790.5K$1.2M+$432.1K2026-10-15
BAR Harbor Wealth Management
DECREASED3,0503,125-75-2%$799.0K$1.2M+$407.1K2026-10-21
Greenfield Savings Bank
UNCHANGED3,0063,00600%$768.5K$1.2M+$420.1K2026-10-07
LEE Danner & Bass Inc
UNCHANGED3,0033,00300%$767.8K$1.2M+$419.7K2026-10-27
Chickasaw Capital Management LLC
UNCHANGED3,0003,00000%$767$1.2M+$1.2M2026-10-08
Succession Financial, Inc.
UNCHANGED3,0003,00000%$767.0K$1.2M+$419.3K2026-10-14
USA Financial Formulas
NEW2,978—+2,978——$1.2M—2026-10-16
Brown Miller Wealth Management, LLC
UNCHANGED2,9762,97600%$760.9K$1.2M+$415.9K2026-11-02
LMG Wealth Partners, LLC
INCREASED2,9642,961+3+0%$757.0K$1.2M+$414.9K2026-11-05
Manske Wealth Management
DECREASED2,9633,084-121-4%$788.4K$1.2M+$383.1K2026-10-26
Bullock Wealth Management Group
INCREASED2,9632,945+18+1%$779.9K$1.2M+$465.1K2026-10-09
Patton Albertson Miller Group, LLC
UNCHANGED2,9452,94500%$752.8K$1.2M+$411.5K2026-10-26
Private Trust Co NA
INCREASED2,9442,709+235+9%$692.6K$1.2M+$471.5K2026-10-20
Smith Salley Wealth Management
INCREASED2,9302,909+21+1%$743.8K$1.2M+$414.8K2026-11-03
Jacobi Capital Management LLC
INCREASED2,9242,626+298+11%$671.4K$1.2M+$485.0K2026-11-05
Guyasuta Investment Advisors Inc
UNCHANGED2,9112,91100%$744.3K$1.2M+$406.8K2026-10-15
Americana Partners, LLC
INCREASED2,9062,781+125+4%$711.1K$1.1M+$438.1K2026-10-28
Hamilton Capital, LLC
DECREASED2,8873,332-445-13%$851.8K$1.1M+$289.7K2026-10-08
Abacus Planning Group, Inc.
DECREASED2,8862,897-110%$740.7K$1.1M+$400.5K2026-11-02
Chicago Capital, LLC
UNCHANGED2,8842,88400%$737.4K$1.1M+$403.0K2026-10-13
PDS Planning, Inc
INCREASED2,8622,504+358+14%$640.2K$1.1M+$491.4K2026-11-03
Perpetual Ltd
INCREASED2,8611,470+1,391+95%$375.8K$1.1M+$755.5K2026-10-13
ABC Arbitrage SA
DECREASED2,85019,751-16,901-86%$5.0M$1.1M-$3.9M2026-10-23
TritonPoint Partners, LLC
DECREASED2,8473,073-226-7%$785.7K$1.1M+$340.1K2026-11-05
Catalyst Capital Advisors LLC
DECREASED2,8153,975-1,160-29%$1.0M$1.1M+$96.8K2026-11-02
Whitegate Investment Counselors, Inc.
DECREASED2,8075,194-2,387-46%$1.3M$1.1M-$217.9K2026-11-02
Strategic Blueprint, LLC
INCREASED2,8052,666+139+5%$681.5K$1.1M+$427.7K2026-10-22
Hixon Zuercher, LLC
DECREASED2,7693,163-394-12%$808.7K$1.1M+$286.3K2026-10-13
Accredited Investors Inc.
INCREASED2,7642,080+684+33%$531.8K$1.1M+$561.1K2026-11-03
Cigna Investments Inc
DECREASED2,7522,770-18-1%$708.0K$1.1K-$706.9K2026-10-19
Aaron Wealth Advisors LLC
INCREASED2,7462,495+251+10%$637.9K$1.1M+$447.9K2026-10-13
Hanson & Doremus Investment Management
UNCHANGED2,7432,74300%$701.0K$1.1K-$699.9K2026-10-16
Naples Global Advisors, LLC
UNCHANGED2,7212,72100%$695.7K$1.1M+$380.3K2026-11-05
SJS Investment Consulting Inc.
INCREASED2,7092,423+286+12%$619.5K$1.1M+$451.7K2026-10-26
Quadcap Wealth Management, LLC
DECREASED2,7083,389-681-20%$866.5K$1.1M+$204.3K2026-11-02
Fort Washington Investment Advisors Inc
INCREASED2,7082,526+182+7%$645.8K$1.1M+$425.0K2026-10-15
Urban Wealth Management, LLC
DECREASED2,6972,928-231-8%$748.6K$1.1M+$317.8K2026-10-21
Cornerstone Wealth Management, LLC
DECREASED2,6972,746-49-2%$702.1K$1.1M+$364.1K2026-11-04
Summit Global Investments
DECREASED2,6962,766-70-3%$707.0K$1.1K-$705.9K2026-10-28
Atlantic Edge Private Wealth Management, LLC
INCREASED2,6902,680+10+0%$685.2K$1.1M+$378.5K2026-10-20
Tritonpoint Wealth, LLC
INCREASED2,6872,669+18+1%$682.4K$1.1M+$380.1K2026-10-19
RW Investment Management LLC
DECREASED2,6742,815-141-5%$719.6K$1.1M+$337.6K2026-11-03
Bria Capital Group, LLC
INCREASED2,6702,625+45+2%$671.1K$1.1M+$384.6K2026-10-22
Independence Bank of Kentucky
INCREASED2,6682,557+111+4%$653.7K$1.1M+$401.2K2026-10-26
Encompass Wealth Advisors, LLC
INCREASED2,6601,326+1,334+101%$339.0K$1.1M+$712.7K2026-10-15
Soltis Investment Advisors LLC
INCREASED2,6591,598+1,061+66%$408.7K$1.1M+$642.7K2026-10-28
Spire Wealth Management
DECREASED2,63510,620-7,985-75%$2.7M$1.0M-$1.7M2026-10-30
Live Oak Investment Partners
DECREASED2,6042,764-160-6%$706.7K$1.0M+$323.0K2026-10-23
Mayfair Advisory Group, LLC
INCREASED2,6022,599+3+0%$803.9K$1.0M+$225.1K2026-10-20
Postrock Partners LLC
UNCHANGED2,5652,56500%$655.8K$1.0M+$358.5K2026-11-02
Premier Path Wealth Partners, LLC
INCREASED2,5482,215+333+15%$566.3K$1.0M+$441.2K2026-10-16
Clark Asset Management, LLC
INCREASED2,5362,530+6+0%$646.8K$1.0M+$355.9K2026-10-19
Rainier Family Wealth Inc
DECREASED2,5312,552-21-1%$652.5K$1.0M+$348.3K2026-11-02
Asset Allocation & Management Company, LLC
UNCHANGED2,5022,50200%$640$989+$3492026-10-13
Independent Financial Group, LLC
INCREASED2,4852,462+23+1%$629.5K$982.4K+$353.0K2026-10-13
Parr Mcknight Wealth Management Group, LLC
UNCHANGED2,4792,47900%$633.8K$980.2K+$346.4K2026-10-30
Cyndeo Wealth Partners, LLC
INCREASED2,4702,068+402+19%$528.7K$976.6K+$447.9K2026-10-16
M Holdings Securities, Inc.
NEW2,456—+2,456——$1.0K—2026-11-03
Total Wealth Planning & Management, Inc.
DECREASED2,4552,712-257-9%$693.4K$970.8K+$277.4K2026-10-23
State of Wyoming
DECREASED2,4452,836-391-14%$725.1K$966.8K+$241.7K2026-10-28
Creative Financial Designs Inc
INCREASED2,4441,954+490+25%$499.5K$966.4K+$466.9K2026-11-04
Aspen Investment Management Inc
DECREASED2,4322,652-220-8%$678$962+$2842026-11-05
Balboa Wealth Partners
INCREASED2,4281,841+587+32%$470.7K$960.1K+$489.4K2026-10-20
Blue Capital, Inc.
DECREASED2,4243,242-818-25%$828.9K$958.4K+$129.5K2026-10-13
Jefferies Financial Group Inc.
DECREASED2,4196,297-3,878-62%$1.6M$956.5K-$653.4K2026-11-05
Blue Fin Capital, Inc.
UNCHANGED2,4122,41200%$616.7K$953.8K+$337.1K2026-10-28
Concord Wealth Partners
UNCHANGED2,4092,40900%$615.9K$952.6K+$336.7K2026-11-02
Cache Advisors, LLC
INCREASED2,400850+1,550+182%$217.3K$949.0K+$731.7K2026-10-16
CoreCap Advisors, LLC
INCREASED2,3861,789+597+33%$457.3K$943.6K+$486.3K2026-10-08
Wealth Preservation Advisors, LLC
INCREASED2,3842,015+369+18%$515.2K$942.7K+$427.5K2026-11-05
Fiduciary Family Office, LLC
DECREASED2,3832,836-453-16%$725.1K$942.3K+$217.2K2026-11-04
Aviance Capital Partners, LLC
INCREASED2,3802,371+9+0%$606.2K$941.1K+$334.9K2026-10-29
StoneX Group Inc.
INCREASED2,3742,033+341+17%$519.8K$910.7K+$390.9K2026-11-03
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED2,3712,37100%$606.2K$937.5K+$331.3K2026-10-21
Clark Financial Services Group Inc
INCREASED2,3682,347+21+1%$600.1K$936.4K+$336.3K2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED2,3602,631-271-10%$672.7K$933.2K+$260.5K2026-10-05
Syverson Strege & Co
DECREASED2,3572,360-30%$603.4K$932.0K+$328.6K2026-11-02
Willis Johnson Wealth, Inc.
UNCHANGED2,3522,35200%$601.2K$929.9K+$328.6K2026-11-03
Midwest Trust Co
INCREASED2,3491,071+1,278+119%$273.8K$928.8K+$655.0K2026-10-22
LightSquare Wealth Management, LLC
INCREASED2,3422,310+32+1%$590.7K$926.1K+$335.4K2026-11-03
Angeles Wealth Management, LLC
DECREASED2,3392,517-178-7%$643.5K$924.9K+$281.4K2026-10-26
Palisade Asset Management, LLC
DECREASED2,3263,006-680-23%$768.5K$919.7K+$151.2K2026-11-03
Integrated Advisors Network LLC
INCREASED2,3262,069+257+12%$529.0K$919.8K+$390.8K2026-10-20
Equitable Trust Co
DECREASED2,3162,319-30%$592.9K$915.8K+$322.9K2026-10-13
Anchyra Partners LLC
INCREASED2,3141,537+777+51%$393.0K$915.0K+$522.0K2026-10-13
Discipline Wealth Solutions, LLC
INCREASED2,2972,046+251+12%$523.2K$908.4K+$385.1K2026-10-14
Symmetry Partners, LLC
INCREASED2,2951,360+935+69%$347.7K$907.6K+$559.9K2026-10-27
BIP Wealth, LLC
INCREASED2,2942,263+31+1%$578.5K$906.9K+$328.4K2026-10-22
Fractal Investments LLC
UNCHANGED2,2912,29100%$585.7K$905.9K+$320.2K2026-10-28
Joel Isaacson & Co., LLC
INCREASED2,2672,094+173+8%$535.4K$896.5K+$361.1K2026-11-05
Diversified Enterprises, LLC
INCREASED2,2622,094+168+8%$535.5K$894.4K+$358.9K2026-10-19
Hazlett, Burt & Watson, Inc.
DECREASED2,2592,284-25-1%$532.1K$894-$531.2K2026-11-04
Outlook Wealth Advisors, LLC
INCREASED2,2582,158+100+5%$551.8K$893.0K+$341.2K2026-10-28
Saxony Capital Management, LLC
UNCHANGED2,2502,25000%$575.3K$889.7K+$314.4K2026-10-15
Atticus Wealth Management, LLC
INCREASED2,2322,166+66+3%$553.9K$882.8K+$328.9K2026-10-20
Eddie Patel Inc
INCREASED2,2221,546+676+44%$395.2K$878.6K+$483.5K2026-11-02
Pinnacle Bancorp, Inc.
INCREASED2,2152,200+15+1%$562.5K$875.9K+$313.4K2026-10-21
Aljian Capital Management, LLC
INCREASED2,2052,202+3+0%$562.9K$872.0K+$309.1K2026-10-28
Viewpoint Investment Partners Corp
NEW2,200—+2,200——$869.9K—2026-10-26
Founders Financial Securities LLC
DECREASED2,2002,360-160-7%$603.4K$869.9K+$266.5K2026-10-28
Next Level Private LLC
INCREASED2,1902,185+5+0%$558.7K$866.1K+$307.4K2026-10-20
Washington Trust Co
DECREASED2,1652,173-80%$555.6K$856.1K+$300.5K2026-10-22
Capital Asset Advisory Services LLC
DECREASED2,1582,508-350-14%$641.1K$991.2K+$350.0K2026-10-30
Global Strategic Investment Solutions, LLC
DECREASED2,1552,184-29-1%$558.4K$852.1K+$293.7K2026-10-16
Harbor Investment Advisory, LLC
DECREASED2,1542,200-46-2%$562.4K$851.6K+$289.2K2026-10-13
Elm3 Financial Group, LLC
INCREASED2,1511,431+720+50%$365.9K$850.6K+$484.7K2026-10-07
First Financial Corp
INCREASED2,1502,149+1+0%$549.4K$850.2K+$300.7K2026-10-13
Cordgrass Capital Advisors, LLC
DECREASED2,1452,295-150-7%$586.8K$848.2K+$261.4K2026-10-30
Rossmore Private Capital
UNCHANGED2,1432,14300%$547.9K$847.4K+$299.5K2026-10-27
Sage Private Wealth Group, LLC
DECREASED2,1382,959-821-28%$756.5K$845.4K+$88.9K2026-10-21
Avior Wealth Management, LLC
INCREASED2,1302,108+22+1%$538.9K$842.1K+$303.3K2026-10-13
Howard Capital Management, LLC
DECREASED2,09922,518-20,419-91%$5.8M$830.0K-$4.9M2026-10-16
Searle & Co.
UNCHANGED2,0982,09800%$536.4K$829.6K+$293.2K2026-11-04
Leelyn Smith, LLC
UNCHANGED2,0662,06600%$528.3K$817.1K+$288.8K2026-11-03
GC Wealth Management RIA, LLC
INCREASED2,0641,972+92+5%$504.2K$816.1K+$312.0K2026-11-02
Cullinan Associates Inc
DECREASED2,0602,260-200-9%$577.8K$814.6K+$236.8K2026-11-03
B.A. Schrock Wealth Management, Inc.
NEW2,052—+2,052——$862.1K—2026-10-15
Caldwell Trust Co
INCREASED2,0481,990+58+3%$508.8K$809.8K+$301.0K2026-10-30
LVW Advisors, LLC
INCREASED2,0461,696+350+21%$433.6K$809.0K+$375.4K2026-10-19
Vicus Capital
DECREASED2,0462,062-16-1%$527.1K$808.9K+$281.8K2026-11-05
Facet Wealth, Inc.
INCREASED2,0401,944+96+5%$497.0K$806.7K+$309.6K2026-11-04
Alta Advisers Ltd
INCREASED2,0281,157+871+75%$295.8K$801.9K+$506.1K2026-11-02
PPS&V Asset Management Consultants, Inc.
UNCHANGED2,0002,00000%$511.3K$790.8K+$279.5K2026-10-06
Silverleafe Capital Partners, LLC
UNCHANGED2,0002,00000%$511.3K$790.8K+$279.5K2026-10-02
Annex Advisory Services, LLC
INCREASED1,9901,977+13+1%$505.5K$786.8K+$281.3K2026-10-16
Generali Investments, Management Co LLC
DECREASED1,9712,067-96-5%$528.5K$779.4K+$250.9K2026-10-19
Islay Capital Management, LLC
DECREASED1,9694,605-2,636-57%$1.2M$778.6K-$398.8K2026-10-20
Chatham Capital Group, Inc.
UNCHANGED1,9681,96800%$503.2K$778.2K+$275.0K2026-10-16
Hudock, Inc.
INCREASED1,9671,951+16+1%$499.0K$778.0K+$278.9K2026-10-14
Vanguard Capital Wealth Advisors
INCREASED1,9641,640+324+20%$419.3K$776.6K+$357.3K2026-10-16
Certified Advisory Corp
INCREASED1,9641,961+3+0%$501.3K$776.7K+$275.4K2026-10-29
TriaGen Wealth Management LLC
NEW1,960—+1,960——$775.0K—2026-10-14
High Net Worth Advisory Group LLC
INCREASED1,9471,636+311+19%$418.3K$769.9K+$351.6K2026-10-26
Eastern Bank
INCREASED1,9361,897+39+2%$485.0K$765.5K+$280.5K2026-10-05
West Paces Advisors Inc.
INCREASED1,9341,434+500+35%$366.6K$764.9K+$398.2K2026-10-13
Zullo Investment Group, Inc.
INCREASED1,9241,922+2+0%$491.4K$760.8K+$269.4K2026-10-20
Three Seasons Wealth, LLC
NEW1,913—+1,913——$756.4K—2026-11-03
IVC Wealth Advisors LLC
DECREASED1,9022,555-653-26%$653.2K$752.1K+$98.9K2026-10-23
BNB Wealth Management, LLC
UNCHANGED1,8941,89400%$484.2K$748.9K+$264.7K2026-10-28
MSH Capital Advisors LLC
INCREASED1,8911,833+58+3%$468.6K$749.5K+$280.9K2026-11-03
1900 Wealth Management LLC
INCREASED1,8901,782+108+6%$455.5K$747.4K+$291.9K2026-10-13
Heritage Investors Management Corp
DECREASED1,8802,190-310-14%$560.0K$743-$559.3K2026-10-29
Hengehold Capital Management LLC
INCREASED1,8751,872+3+0%$478.6K$741.3K+$262.7K2026-10-16
Shakespeare Wealth Management, LLC
NEW1,868—+1,868——$738.6K—2026-10-28
180 Wealth Advisors, LLC
DECREASED1,8661,896-30-2%$484.7K$737.7K+$253.1K2026-11-03
E&G Advisors, LLC
UNCHANGED1,8591,85900%$475.2K$735.0K+$259.8K2026-10-13
SeaCrest Wealth Management, LLC
DECREASED1,8541,891-37-2%$483.5K$733.1K+$249.6K2026-10-21
Sound Income Strategies, LLC
DECREASED1,8522,064-212-10%$527.7K$858.1K+$330.4K2026-10-09
Todd Wealth Management, LLC
UNCHANGED1,8461,84600%$472.0K$729.9K+$258.0K2026-10-19
CRA Financial Services, LLC
INCREASED1,8441,823+21+1%$466.0K$729.0K+$263.0K2026-10-16
Mirador Capital Partners LP
DECREASED1,8371,875-38-2%$479.4K$726.4K+$247.0K2026-10-09
Peoples Financial Services Corp.
UNCHANGED1,8321,83200%$468.4K$724.4K+$256.0K2026-10-20
Old Second National Bank of Aurora
INCREASED1,831932+899+96%$238.3K$724.0K+$485.7K2026-10-22
Pinion Investment Advisors, LLC
DECREASED1,8251,843-18-1%$471.2K$721.6K+$250.4K2026-11-04
Tactive Advisors, LLC
NEW1,816—+1,816——$718.1K—2026-10-08
Kennebec Savings Bank
UNCHANGED1,8151,81500%$464.0K$717.7K+$253.6K2026-10-22
IFG Advisors, LLC
UNCHANGED1,8001,80000%$460.2K$711.8K+$251.6K2026-10-15
Rose Capital Advisors LLC
INCREASED1,7961,043+753+72%$266.5K$710.6K+$444.0K2026-11-04
D'Orazio & Associates, Inc.
INCREASED1,7951,769+26+1%$452.3K$709.8K+$257.5K2026-11-04
Aull & Monroe Investment Management Corp
UNCHANGED1,7941,79400%$458.7K$709.4K+$250.7K2026-10-16
Amplius Wealth Advisors, LLC
INCREASED1,7881,574+214+14%$402.4K$706.9K+$304.4K2026-10-20
Pathway Financial Advisors LLC
UNCHANGED1,7851,78500%$475.4K$705.8K+$230.4K2026-10-07
Trilogy Capital Inc.
INCREASED1,7791,775+4+0%$453.9K$703.6K+$249.7K2026-10-20
Supplemental Annuity Collective Trust of NJ
DECREASED1,7771,872-95-5%$478.6K$702.7K+$224.0K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED1,7681,713+55+3%$440.1K$699.1K+$259.1K2026-10-13
Modera Wealth Management, LLC
DECREASED1,7651,870-105-6%$478.2K$698.0K+$219.8K2026-10-28
Great Lakes Retirement, Inc.
INCREASED1,7531,522+231+15%$389.2K$693.2K+$304.1K2026-10-26
Everett Harris & Co
UNCHANGED1,7521,75200%$447.9K$692.8K+$244.8K2026-10-28
Advisor OS, LLC
INCREASED1,7481,335+413+31%$341.3K$691.2K+$349.9K2026-11-03
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,739848+891+105%$217.0K$688-$216.3K2026-11-02
Brady Family Wealth, LLC
UNCHANGED1,7301,73000%$442.3K$684.1K+$241.8K2026-11-02
Sage Mountain Advisors LLC
UNCHANGED1,7201,72000%$439.8K$680.1K+$240.4K2026-11-02
Versant Capital Management, Inc
INCREASED1,7081,630+78+5%$416.7K$675.4K+$258.6K2026-10-02
Oslo Pensjonsforsikring AS
INCREASED1,7061,554+152+10%$397.3K$674.6K+$277.3K2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED1,703933+770+83%$238.6K$673.4K+$434.9K2026-11-04
Oakmont Investment Advisors, Inc.
NEW1,702—+1,702——$673.0K—2026-10-21
Cherry Creek Investment Advisors, Inc.
UNCHANGED1,6951,69500%$433.4K$670.3K+$236.9K2026-10-14
Apella Capital, LLC
INCREASED1,6811,409+272+19%$375.3K$743.5K+$368.2K2026-10-08
Platform Technology Partners
INCREASED1,6731,624+49+3%$415.2K$661.5K+$246.3K2026-11-02
Sterling Investment Counsel, LLC
UNCHANGED1,6651,66500%$425.7K$658.4K+$232.7K2026-10-19
Westside Investment Management, Inc.
INCREASED1,6491,499+150+10%$383.2K$664.4K+$281.1K2026-11-02
First National Bank Sioux Falls
UNCHANGED1,6481,64800%$372.8K$651.7K+$278.8K2026-10-13
Keystone Wealth Services, LLC
NEW1,647—+1,647——$645.8K—2026-11-03
Heritage Investment Group, Inc.
DECREASED1,6471,649-20%$421.5K$651.1K+$229.6K2026-11-03
Highland Capital Management, LLC
NEW1,640—+1,640——$648.5K—2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED1,6391,300+339+26%$332.4K$648.1K+$315.7K2026-10-22
Cromwell Holdings LLC
DECREASED1,6391,728-89-5%$441.8K$648.1K+$206.3K2026-10-28
Nixon Peabody Trust Co
INCREASED1,6271,602+25+2%$409.6K$643.3K+$233.8K2026-10-23
Sigma Investment Counselors Inc
UNCHANGED1,6271,62700%$415.9K$643.2K+$227.3K2026-10-27
Jackson Creek Investment Advisors LLC
DECREASED1,6261,638-12-1%$518$643+$1252026-11-04
Cardinal Point Capital Management ULC
INCREASED1,6231,000+623+62%$255.7K$641.7K+$386.1K2026-10-21
Latitude Advisors, LLC
UNCHANGED1,6221,62200%$414.7K$641.5K+$226.7K2026-10-27
Trust Co of the South
UNCHANGED1,6171,61700%$413.4K$639.4K+$226.0K2026-10-21
Southland Equity Partners LLC
INCREASED1,6131,612+1+0%$412.1K$637.8K+$225.7K2026-10-14
Chicago Trust Co NA
DECREASED1,6121,948-336-17%$498.0K$637.4K+$139.4K2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED1,6121,661-49-3%$424.6K$637.2K+$212.7K2026-10-21
Magnus Financial Group LLC
INCREASED1,6091,296+313+24%$331.3K$636.2K+$305.0K2026-10-21
MBL Wealth, LLC
INCREASED1,603902+701+78%$230.6K$633.9K+$403.2K2026-10-22
Revisor Wealth Management LLC
NEW1,599—+1,599——$742.2K—2026-10-20
Unify Financial Advisors
UNCHANGED1,5851,58500%$405.2K$626.7K+$221.5K2026-11-03
Professional Advisory Services Inc
UNCHANGED1,5841,58400%$405$626+$2212026-10-08
Augustine Asset Management Inc
DECREASED1,5771,613-36-2%$412.4K$623.6K+$211.2K2026-10-13
SmartHarvest Portfolios, LLC
DECREASED1,5742,081-507-24%$532.2K$622.4K+$90.2K2026-10-26
Souders Financial Advisors
DECREASED1,5602,329-769-33%$595.4K$616.8K+$21.5K2026-11-03
Brewster Financial Planning LLC
DECREASED1,5581,837-279-15%$469.7K$616.1K+$146.4K2026-10-13
Lewis Asset Management, LLC
DECREASED1,5511,591-40-3%$406.8K$613.5K+$206.7K2026-10-14
Westover Capital Advisors, LLC
UNCHANGED1,5501,55000%$396.3K$612.9K+$216.6K2026-10-26
Marathon Capital Management
DECREASED1,5411,700-159-9%$434.6K$609.3K+$174.7K2026-10-23
Warwick Investment Management, Inc.
DECREASED1,5411,668-127-8%$426.5K$609.3K+$182.9K2026-10-19
Commerce Advisors, LLC
DECREASED1,5401,550-10-1%$396.3K$608.9K+$212.7K2026-10-19
Blue Trust, Inc.
DECREASED1,5321,843-311-17%$471.3K$605.7K+$134.4K2026-10-15
CPA Asset Management Group, LLC
DECREASED1,5251,575-50-3%$402.7K$603.0K+$200.3K2026-10-26
Steel Grove Capital Advisors, LLC
DECREASED1,5231,524-10%$389.5K$602.1K+$212.5K2026-10-13
Turn8 Private Wealth Inc.
DECREASED1,51518,474-16,959-92%$5.2M$599.1K-$4.6M2026-11-05
WealthPlan Investment Management, LLC
INCREASED1,5091,449+60+4%$370.4K$596.9K+$226.5K2026-10-15
Vista Investment Partners LLC
INCREASED1,5071,458+49+3%$372.7K$595.9K+$223.2K2026-10-08
Mitsubishi UFJ Asset Management (UK) Ltd.
NEW1,500—+1,500——$593—2026-10-22
Veery Capital, LLC
DECREASED1,5001,566-66-4%$400.4K$593.1K+$192.8K2026-10-07
Reston Wealth Management LLC
DECREASED1,5001,505-50%$384.7K$593.3K+$208.6K2026-10-29
Arthur M. Cohen & Associates, LLC
UNCHANGED1,5001,50000%$383.5K$593.1K+$209.6K2026-10-26
Miller Financial Services LLC
UNCHANGED1,5001,50000%$383.5K$593.1K+$209.6K2026-10-20
Sava Infond d.o.o.
UNCHANGED1,5001,50000%$383.5K$593.1K+$209.6K2026-10-28
Achmea Investment Management B.V.
NEW1,495—+1,495——$591.6K—2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED1,4931,49300%$382.0K$590-$381.4K2026-10-14
Ascentis Wealth Management, LLC
INCREASED1,49192+1,399+1521%$23.5K$589.5K+$566.0K2026-11-03
111 Capital
NEW1,482—+1,482——$586.0K—2026-11-03
Nations Financial Group Inc,
DECREASED1,4811,822-341-19%$466.0K$585.8K+$119.8K2026-11-05
Titleist Asset Management, LLC
NEW1,480—+1,480——$585.3K—2026-10-08
Lionshead Wealth Management, LLC
UNCHANGED1,4701,47000%$375.8K$581.3K+$205.4K2026-10-21
Silverlake Wealth Management LLC
INCREASED1,4671,466+1+0%$374.9K$579.9K+$205.0K2026-10-21
Heck Capital Advisors, LLC
DECREASED1,4622,067-605-29%$528.6K$578.3K+$49.7K2026-10-14
First Heartland Consultants, Inc.
DECREASED1,4581,662-204-12%$425.0K$576.6K+$151.6K2026-10-08
Sculati Wealth Management, LLC
UNCHANGED1,4501,45000%$453.3K$665.3K+$212.0K2026-10-19
Post Resch Tallon Group Inc.
UNCHANGED1,4481,44800%$370.1K$572.4K+$202.3K2026-10-09
RMR Wealth Builders
DECREASED1,4421,820-378-21%$465.4K$570.3K+$104.9K2026-10-22
Global Assets Advisory, LLC
INCREASED1,4421,419+23+2%$369.8K$629.6K+$259.8K2026-10-28
S.A. Mason LLC
UNCHANGED1,4421,44200%$368.7K$570.2K+$201.5K2026-10-13
Curated Wealth Partners LLC
INCREASED1,441997+444+45%$254.9K$569.8K+$314.9K2026-10-15
Bullseye Investment Management, LLC
DECREASED1,4401,965-525-27%$502.4K$569.4K+$67.0K2026-10-29
RED Cedar Investment Management, LLC
UNCHANGED1,4401,44000%$368.2K$569.4K+$201.2K2026-11-04
Enterprise Financial Services Corp
DECREASED1,4281,501-73-5%$383.8K$564.7K+$180.9K2026-11-03
Plancorp, LLC
INCREASED1,4271,285+142+11%$381.5K$634.6K+$253.1K2026-11-03
Balefire, LLC
DECREASED1,4221,449-27-2%$370.5K$562.5K+$192.0K2026-10-09
Cornerstone Wealth Group, LLC
INCREASED1,4131,213+200+16%$310.2K$558.7K+$248.5K2026-11-02
Conning Inc.
UNCHANGED1,4131,41300%$361.3K$558.7K+$197.5K2026-10-27
Milestone Asset Management, LLC
INCREASED1,406838+568+68%$214.4K$556.2K+$341.8K2026-10-15
Credit Capital Investments LLC
INCREASED1,400950+450+47%$242.9K$553.6K+$310.7K2026-10-22
Builder Investment Group Inc
UNCHANGED1,4001,40000%$357.9K$553.6K+$195.7K2026-10-22
Visionary Wealth Advisors
INCREASED1,3911,286+105+8%$328.8K$549.9K+$221.1K2026-11-04
Fidelity D & D Bancorp Inc
DECREASED1,3871,459-72-5%$373.0K$548.4K+$175.4K2026-11-05
Commonwealth Financial Services, LLC
DECREASED1,3741,465-91-6%$374.6K$543.3K+$168.8K2026-10-20
Means Investment Co., Inc.
INCREASED1,3711,367+4+0%$349.4K$542.2K+$192.8K2026-11-03
Moss Adams Wealth Advisors LLC
INCREASED1,3671,340+27+2%$342.5K$540.4K+$197.9K2026-10-28
Camden National Bank
DECREASED1,3541,583-229-14%$404.7K$535.4K+$130.7K2026-11-02
Five Oceans Advisors
DECREASED1,3511,378-27-2%$352.3K$534.2K+$181.9K2026-10-22
Wealth Dimensions Group, Ltd.
INCREASED1,350990+360+36%$253.2K$533.8K+$280.6K2026-11-02
Ipswich Investment Management Co., Inc.
UNCHANGED1,3501,35000%$345.2K$533.8K+$188.7K2026-10-13
One Way Holdings LLC
INCREASED1,3361,307+29+2%$334.2K$528.3K+$194.1K2026-10-29
Quadrant Private Wealth Management, LLC
NEW1,329—+1,329——$525.6K—2026-11-04
Sapient Capital LLC
DECREASED1,3241,342-18-1%$343.1K$523.5K+$180.4K2026-10-08
Tableaux LLC
UNCHANGED1,3241,32400%$338.5K$523.5K+$185.0K2026-10-23
AlphaCentric Advisors LLC
INCREASED1,320791+529+67%$202.2K$522.0K+$319.7K2026-11-03
Willow Creek Capital Management, Inc.
UNCHANGED1,3101,31000%$334.9K$334.9K$02026-10-16
Vann Equity Management LLC
DECREASED1,3081,387-79-6%$354.5K$517.2K+$162.7K2026-10-08
Triad Wealth Partners, LLC
DECREASED1,3061,426-120-8%$437.7K$516.3K+$78.6K2026-10-26
Badgley Phelps Wealth Managers, LLC
NEW1,304—+1,304——$515.6K—2026-10-22
Moneco Advisors, LLC
DECREASED1,2981,463-165-11%$373.9K$513.1K+$139.2K2026-11-05
Woodward Diversified Capital, LLC
DECREASED1,2931,315-22-2%$336.3K$511.4K+$175.1K2026-10-21
Cypress Wealth Services, LLC
DECREASED1,2881,294-60%$330.8K$557.1K+$226.3K2026-10-21
Triton Wealth Management, Pllc
UNCHANGED1,2881,28800%$361.5K$538.8K+$177.3K2026-11-04
Providence First Trust Co
NEW1,274—+1,274——$503.8K—2026-11-02
Gratus Wealth Advisors, LLC
INCREASED1,2711,267+4+0%$324.0K$502.4K+$178.4K2026-10-26
Root Financial Partners, LLC
INCREASED1,2681,144+124+11%$292.5K$501.4K+$208.9K2026-10-21
Foster Group, Inc.
INCREASED1,257921+336+36%$235.4K$497.0K+$261.6K2026-10-13
Abel Hall, LLC
DECREASED1,2571,317-60-5%$336.8K$497.2K+$160.4K2026-10-19
Accel Wealth Management
INCREASED1,2521,251+1+0%$319.9K$495.2K+$175.3K2026-10-13
Ninety One UK Ltd
NEW1,250—+1,250——$494.3K—2026-10-15
Patriot Investment Management Group, Inc.
UNCHANGED1,2471,24700%$318.8K$493.1K+$174.3K2026-10-15
Private Client Services, LLC
INCREASED1,2351,234+1+0%$315.6K$488.2K+$172.6K2026-10-02
Accurate Wealth Management, LLC
DECREASED1,2302,551-1,321-52%$723.9K$586.8K-$137.1K2026-10-20
Impact Capital Partners LLC
INCREASED1,2291,137+92+8%$290.7K$486.0K+$195.3K2026-10-22
Nova R Wealth, Inc.
INCREASED1,2241,223+1+0%$312.6K$483.9K+$171.3K2026-10-26
Sather Financial Group Inc
UNCHANGED1,2211,22100%$312.2K$482.8K+$170.6K2026-10-30
JGP Wealth Management, LLC
UNCHANGED1,2181,21800%$311.4K$481.6K+$170.2K2026-10-13
Klingman & Associates, LLC
INCREASED1,2081,010+198+20%$258.2K$477.7K+$219.4K2026-10-20
Bison Wealth, LLC
INCREASED1,206819+387+47%$220.2K$553.2K+$333.0K2026-10-13
Retirement Planning Group, LLC
INCREASED1,2061,194+12+1%$305.3K$476.9K+$171.6K2026-10-19
Sharkey, Howes & Javer
NEW1,197—+1,197——$473.3K—2026-10-22
Waters Parkerson & Co., LLC
DECREASED1,1921,304-112-9%$333.4K$471.3K+$137.9K2026-11-04
Grandfield & Dodd, LLC
UNCHANGED1,1901,19000%$304.2K$470.6K+$166.3K2026-10-29
ARS Wealth Advisors Group, LLC
UNCHANGED1,1881,18800%$303.7K$469.8K+$166.0K2026-10-16
Wealth Architects, LLC
DECREASED1,1851,241-56-5%$317.3K$468.6K+$151.3K2026-11-03
Quantum Financial Advisors, LLC
UNCHANGED1,1851,18500%$303.0K$468.6K+$165.6K2026-11-03
Stephen J. Garry & Associates, LLC
UNCHANGED1,1851,18500%$303.0K$468.6K+$165.6K2026-11-05
Albion Financial Group
INCREASED1,1811,172+9+1%$299.6K$467.2K+$167.5K2026-10-21
St. Louis Trust Co
UNCHANGED1,1811,18100%$1.5M$467.0K-$1.0M2026-11-03
Claro Advisors Inc.
INCREASED1,1791,037+142+14%$265.2K$466.2K+$200.9K2026-11-02
Bryant Woods Investment Advisors, LLC
INCREASED1,1791,172+7+1%$299.5K$466.1K+$166.6K2026-10-26
MassMutual Private Wealth & Trust, FSB
DECREASED1,1751,288-113-9%$329.3K$464.6K+$135.3K2026-10-05
Grove Bank & Trust
UNCHANGED1,1671,16700%$298.4K$461.5K+$163.1K2026-10-08
Gen-Wealth Partners Inc
INCREASED1,166760+406+53%$194.3K$461.1K+$266.8K2026-11-04
Client 1ST Advisory Group, LLC
INCREASED1,1631,075+88+8%$274.8K$459.9K+$185.0K2026-10-19
TBH Global Asset Management, LLC
INCREASED1,1631,162+1+0%$297.2K$460.0K+$162.8K2026-11-03
Madrona Financial Services, LLC
UNCHANGED1,1521,15200%$294.5K$455.5K+$161.0K2026-10-23
Investors Asset Management of Georgia Inc
DECREASED1,1461,251-105-8%$319.8K$453.1K+$133.3K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED1,1461,103+43+4%$281.9K$453.0K+$171.1K2026-11-03
Optimist Retirement Group LLC
NEW1,144—+1,144——$452.4K—2026-10-30
TrueWealth Advisors, LLC
UNCHANGED1,1441,14400%$292.4K$452.2K+$159.8K2026-10-09
Family Investment Center, Inc.
DECREASED1,1431,391-248-18%$355.6K$452.1K+$96.5K2026-10-19
Clear Creek Financial Management, LLC
DECREASED1,1401,672-532-32%$427.4K$450.8K+$23.4K2026-10-28
Collaborative Fund Advisors, LLC
NEW1,138—+1,138——$450.0K—2026-11-02
Retireful, LLC
NEW1,137—+1,137——$449.6K—2026-10-09
Masterinvest Kapitalanlage GmbH
UNCHANGED1,1181,11800%$285.8K$442.1K+$156.2K2026-11-03
RKL Wealth Management LLC
UNCHANGED1,1181,11800%$285.8K$442.2K+$156.3K2026-10-16
EPG Wealth Management LLC
NEW1,115—+1,115——$440.8K—2026-11-03
Hilltop National Bank
DECREASED1,1151,411-296-21%$360.8K$440.9K+$80.1K2026-10-14
Fideuram Asset Management (Ireland) dac
DECREASED1,1097,581-6,472-85%$1.8M$426.9K-$1.4M2026-10-29
Traveka Wealth, LLC
INCREASED1,108856+252+29%$218.9K$438.2K+$219.3K2026-10-19
Legacy Advisors, LLC
DECREASED1,1081,133-25-2%$289.7K$438.2K+$148.5K2026-10-19
Guilbault Capital LLC
DECREASED1,1061,131-25-2%$289.2K$437.3K+$148.2K2026-10-28
KG Capital Management
NEW1,105—+1,105——$436.9K—2026-10-15
Investment Partners, Ltd.
INCREASED1,1051,004+101+10%$256.8K$436.8K+$180.0K2026-10-29
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED1,1021,425-323-23%$364.3K$435.7K+$71.4K2026-10-29
Altus Wealth Group LLC
DECREASED1,1001,140-40-4%$291.5K$435.0K+$143.5K2026-10-20
Columbia Asset Management
UNCHANGED1,1001,10000%$281.2K$435.0K+$153.7K2026-10-19
Beacon Financial Group
INCREASED1,0961,033+63+6%$264.1K$433.4K+$169.3K2026-10-19
Pinnacle Wealth Planning Services, Inc.
DECREASED1,0951,272-177-14%$325.2K$433.0K+$107.8K2026-10-27
City State Bank
UNCHANGED1,0911,09100%$278.9K$431.4K+$152.5K2026-10-20
First Command Advisory Services, Inc.
INCREASED1,080257+823+320%$65.7K$427.1K+$361.3K2026-11-05
55 North Private Wealth, LLC
INCREASED1,080996+84+8%$254.6K$427.1K+$172.4K2026-10-20
Investment Research Partners LLC
INCREASED1,0791,076+3+0%$275.1K$426.7K+$151.6K2026-10-19
Waldron Private Wealth LLC
INCREASED1,0781,032+46+4%$263.9K$426.3K+$162.4K2026-11-02
Onyx Bridge Wealth Group LLC
DECREASED1,0771,082-50%$276.5K$425.8K+$149.3K2026-10-16
Allen Mooney & Barnes Investment Advisors LLC
INCREASED1,0721,016+56+6%$259.8K$423.9K+$164.1K2026-10-08
Focus Financial Network, Inc.
INCREASED1,0661,045+21+2%$267.3K$421.5K+$154.2K2026-10-14
Oak Harvest Investment Services
INCREASED1,0611,057+4+0%$270.2K$419.7K+$149.6K2026-10-20
Cooper Financial Group
INCREASED1,060852+208+24%$217.8K$419.2K+$201.4K2026-10-07
Dudley Capital Management, LLC
INCREASED1,0581,057+1+0%$270.2K$418.5K+$148.3K2026-10-23
Embree Financial Group
DECREASED1,0571,068-11-1%$273.0K$417.9K+$144.9K2026-10-22
Rockland Trust Co
NEW1,056—+1,056——$417.6K—2026-10-05
Successful Portfolios LLC
INCREASED1,0551,054+1+0%$299.0K$455.7K+$156.7K2026-10-09
Riversedge Advisors, LLC
INCREASED1,050942+108+11%$240.8K$415.2K+$174.4K2026-10-09
Capital Wealth Alliance, LLC
UNCHANGED1,0471,04700%$267.7K$414.0K+$146.3K2026-10-20
Olympiad Research LP
INCREASED1,044968+76+8%$247.5K$412.8K+$165.3K2026-11-04
SYM Financial Corp
INCREASED1,044968+76+8%$247.5K$412.6K+$165.2K2026-10-26
Glass Jacobson Investment Advisors llc
INCREASED1,042476+566+119%$121.7K$411.9K+$290.2K2026-10-26
Midland Wealth Advisors, LLC
INCREASED1,0371,022+15+1%$261.3K$410.1K+$148.8K2026-10-26
Elyxium Wealth, LLC
UNCHANGED1,0361,03600%$264.9K$409.7K+$144.8K2026-10-27
Nitor Capital Management, LLC
DECREASED1,0351,070-35-3%$273.6K$409.3K+$135.7K2026-11-04
Invested Advisors
INCREASED1,0351,032+3+0%$263.9K$409.3K+$145.4K2026-10-23
First Merchants Corp
DECREASED1,0281,175-147-13%$300.4K$406.5K+$106.1K2026-10-15
Davis Investment Partners, LLC
UNCHANGED1,0261,02600%$262.3K$405.7K+$143.4K2026-11-05
Cypress Point Wealth Management, LLC
DECREASED1,0241,049-25-2%$268.2K$404.8K+$136.6K2026-11-03
First Community Trust NA
UNCHANGED1,0201,02000%$260.8K$403.3K+$142.5K2026-10-07
AM Investment Strategies LLC
UNCHANGED1,0181,01800%$260$402+$1422026-11-05
Crescent Sterling, Ltd.
INCREASED1,0171,008+9+1%$257.6K$402.0K+$144.4K2026-10-16
Mezzasalma Advisors, LLC
INCREASED1,005962+43+4%$246.0K$397.4K+$151.4K2026-10-14
AdvisorNet Financial, Inc
DECREASED1,0041,032-28-3%$263.8K$487.0K+$223.1K2026-10-15
Capital Investment Counsel, Inc
DECREASED1,0001,226-226-18%$313.5K$395.4K+$82.0K2026-10-20
Ridgecrest Wealth Partners, LLC
UNCHANGED1,0001,00000%$255.7K$395.4K+$139.8K2026-10-19
Crescent Grove Advisors, LLC
DECREASED9981,415-417-29%$361.8K$394.6K+$32.9K2026-10-21
KRS Capital Management, LLC
DECREASED9941,166-172-15%$298.1K$393.1K+$95.0K2026-10-16
Acorn Wealth Advisors, LLC
INCREASED994982+12+1%$251.0K$392.9K+$141.9K2026-10-19
Michels Family Financial, LLC
DECREASED9931,742-749-43%$445.4K$392.7K-$52.7K2026-11-02
Weatherly Asset Management L. P.
DECREASED9771,157-180-16%$295.9K$386.5K+$90.6K2026-10-20
Verus Financial Partners, Inc.
INCREASED976968+8+1%$247.5K$385.8K+$138.3K2026-10-29
Santori & Peters, Inc.
INCREASED975973+2+0%$248.8K$385.6K+$136.7K2026-10-26
Tabr Capital Management, LLC
NEW973—+973——$384.6K—2026-10-20
Roman Butler Fullerton & Co
NEW971—+971——$460.1K—2026-10-27
Relyea Zuckerberg Hanson LLC
DECREASED9671,584-617-39%$405.0K$382.4K-$22.6K2026-10-20
Keudell ison Wealth Management
UNCHANGED96696600%$247.0K$382.0K+$135.0K2026-10-16
FAI Advisors, Inc.
DECREASED961965-40%$246.7K$380.0K+$133.3K2026-10-27
Texas Bank & Trust Co
NEW960—+960——$379.6K—2026-11-04
Financial Management Professionals, Inc.
INCREASED960958+2+0%$244.9K$379.7K+$134.8K2026-10-23
DiNuzzo Private Wealth, Inc.
INCREASED950750+200+27%$191.8K$375.6K+$183.9K2026-10-16
North Forty Two & Co.
UNCHANGED94794700%$242.1K$374.5K+$132.3K2026-10-19
Principle Wealth Partners LLC
INCREASED946902+44+5%$230.6K$374.3K+$143.7K2026-11-02
Kimelman & Baird, LLC
UNCHANGED94294200%$240.8K$372.5K+$131.6K2026-11-03
Karras Company, Inc.
UNCHANGED93593500%$239.1K$369.7K+$130.7K2026-10-16
LexAurum Advisors, LLC
INCREASED930906+24+3%$231.6K$367.8K+$136.2K2026-10-19
Symphony Financial, Ltd. Co.
INCREASED929837+92+11%$217.0K$370.9K+$153.9K2026-10-22
Elevatus Welath Management
INCREASED929891+38+4%$227.9K$367.5K+$139.6K2026-10-19
Forum Financial Management, LP
INCREASED923897+26+3%$229.3K$365.0K+$135.6K2026-10-16
Clarus Group, Inc.
INCREASED922920+2+0%$235.2K$364.5K+$129.3K2026-10-21
TCI Wealth Advisors, Inc.
INCREASED918910+8+1%$232.6K$363.0K+$130.4K2026-10-30
YHB Investment Advisors, Inc.
NEW917—+917——$362.6K—2026-10-08
Balentine LLC
DECREASED9101,056-146-14%$270.0K$359.8K+$89.8K2026-11-03
Regent Peak Wealth Advisors LLC
INCREASED910864+46+5%$220.9K$359.8K+$138.9K2026-10-13
Advisors Management Group Inc
UNCHANGED91091000%$232.0K$359-$231.6K2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED908948-40-4%$245.7K$358.9K+$113.2K2026-10-13
Univest Financial Corp
INCREASED905851+54+6%$217.6K$357.9K+$140.3K2026-11-05
Altfest L J & Co Inc
UNCHANGED90290200%$230.6K$356.7K+$126.1K2026-10-27
Income Insurance Ltd
UNCHANGED90290200%$230.6K$356.7K+$126.1K2026-10-21
Raab & Moskowitz Asset Management LLC
UNCHANGED90090000%$230.1K$355.9K+$125.8K2026-11-02
Peterson Wealth Advisors, LLC
DECREASED898900-20%$230.2K$355.0K+$124.7K2026-10-08
Regatta Capital Group, LLC
DECREASED892930-38-4%$237.8K$352.8K+$115.0K2026-10-23
XXI Wealth, LLC
INCREASED890820+70+9%$209.6K$351.9K+$142.3K2026-10-22
Analyst IMS Investment Management Services Ltd.
NEW886—+886——$350—2026-11-05
Ellis Investment Partners, LLC
DECREASED885997-112-11%$254.9K$350.3K+$95.4K2026-10-21
Adirondack Trust Co
UNCHANGED88588500%$226.3K$349.9K+$123.7K2026-10-14
SkyOak Wealth, LLC
DECREASED8781,065-187-18%$272.3K$347.2K+$74.9K2026-10-28
Inscription Capital, LLC
DECREASED8751,131-256-23%$289.1K$346.0K+$57.0K2026-11-02
New Covenant Trust Company, N.A.
DECREASED875900-25-3%$230.1K$346.0K+$115.9K2026-10-08
Alpha Family Trust
UNCHANGED87587500%$223.7K$223.7K$02026-11-04
PFS Partners, LLC
UNCHANGED87587500%$223.7K$346.0K+$122.3K2026-10-21
GHP Investment Advisors, Inc.
UNCHANGED87187100%$222.7K$344.4K+$121.7K2026-10-15
Howland Capital Management LLC
INCREASED868794+74+9%$203.0K$343.2K+$140.2K2026-10-22
Kercheville Advisors, LLC
UNCHANGED86786700%$221.7K$342.8K+$121.2K2026-10-19
Fortitude Family Office, LLC
INCREASED866331+535+162%$84.6K$342.4K+$257.8K2026-10-14
World Equity Group, Inc.
NEW865—+865——$342.3K—2026-10-14
Global Wealth Management Investment Advisory, Inc.
UNCHANGED86586500%$221.2K$342.1K+$121.0K2026-11-04
Financial Partners Group, Inc
DECREASED863885-22-2%$226.4K$341.1K+$114.7K2026-10-19
First Business Financial Services, Inc.
UNCHANGED85785700%$219.1K$338.9K+$119.8K2026-10-29
Matrix Asset Advisors Inc
UNCHANGED85485400%$218.3K$337.7K+$119.3K2026-10-13
Garrett Wealth Advisory Group, LLC
DECREASED852857-5-1%$219.1K$336.9K+$117.8K2026-10-22
Grey Fox Wealth Advisors, LLC
UNCHANGED85285200%$217.9K$337.1K+$119.1K2026-11-03
Secure Asset Management, LLC
DECREASED839869-30-3%$222.2K$331.8K+$109.5K2026-10-19
Certuity, LLC
DECREASED828830-20%$212.2K$327.4K+$115.2K2026-11-02
Moran Wealth Management, LLC
NEW827—+827——$327.0K—2026-10-22
Eagle Global Advisors LLC
UNCHANGED82782700%$211.5K$327.1K+$115.6K2026-11-02
Beacon Financial Advisory LLC
NEW823—+823——$325.2K—2026-10-16
Capital Advisors, Ltd. LLC
INCREASED820803+17+2%$205$324+$1192026-10-27
Hudson Capital Management LLC
UNCHANGED81881800%$209.1K$323.5K+$114.3K2026-10-20
Wilkins Miller Wealth Management, LLC
INCREASED816814+2+0%$208.1K$322.7K+$114.5K2026-10-13
Brown, Lisle Ings, Inc.
UNCHANGED81281200%$207.6K$321.1K+$113.5K2026-10-16
Horizon Wealth Management, LLC
NEW811—+811——$320.5K—2026-11-02
Walker Asset Management, LLC
INCREASED811810+1+0%$207.0K$320.7K+$113.7K2026-10-13
U S Global Investors Inc
NEW800—+800——$316.3K—2026-10-22
Brucke Financial, Inc.
DECREASED800842-42-5%$215.4K$316.3K+$100.9K2026-10-23
Wespac Advisors, LLC
NEW797—+797——$315.2K—2026-10-26
Central Valley Advisors, LLC
UNCHANGED79779700%$203.8K$315.1K+$111.4K2026-10-27
TrustBank
DECREASED794819-25-3%$209.4K$314.0K+$104.6K2026-10-20
MTM Investment Management, LLC
INCREASED794793+1+0%$202.7K$314.0K+$111.4K2026-10-30
Childress Capital Advisors, LLC
NEW792—+792——$313.2K—2026-10-28
Brown Wealth Management, LLC
NEW791—+791——$312.8K—2026-10-20
Buck Wealth Strategies, LLC
INCREASED789703+86+12%$179.7K$312.0K+$132.3K2026-10-28
Stiles Financial Services Inc
UNCHANGED78878800%$201.4K$311.7K+$110.3K2026-10-30
Compass Wealth Management LLC
UNCHANGED78578500%$200.7K$310.4K+$109.7K2026-10-22
MV Capital Management, Inc.
DECREASED7841,048-264-25%$267.9K$310.0K+$42.1K2026-10-29
Fragasso Financial Advisors Inc
NEW783—+783——$356.4K—2026-10-13
Ellsworth Advisors, LLC
DECREASED780811-31-4%$242.5K$308.6K+$66.1K2026-10-15
Ipsen Advisor Group LLC
DECREASED779788-9-1%$201.5K$308.1K+$106.6K2026-10-29
Delta Financial Advisors LLC
NEW775—+775——$306.5K—2026-10-27
Legacy Financial Group, Inc.
NEW773—+773——$305.7K—2026-10-21
Graves Light Lenhart Wealth, Inc.
NEW771—+771——$304.9K—2026-10-09
DB&C Advisors, LLC
NEW769—+769——$304.2K—2026-10-26
Weaver Consulting Group
NEW766—+766——$303.0K—2026-10-07
CWS Financial Advisors, LLC
NEW765—+765——$302.5K—2026-10-16
Spring Capital Management, LLC
NEW765—+765——$302.5K—2026-10-09
Provident Wealth Management, LLC
DECREASED765852-87-10%$217.8K$302.5K+$84.7K2026-10-20
Revolve Wealth Partners, LLC
NEW764—+764——$302.2K—2026-10-23
Diligent Investors, LLC
NEW763—+763——$301.7K—2026-10-21
Montecito Bank & Trust
NEW762—+762——$301.3K—2026-10-01
Robinswood Financial LLC
DECREASED762832-70-8%$212.8K$360.9K+$148.1K2026-10-20
United Asset Strategies, Inc.
NEW760—+760——$300.6K—2026-10-28
Legacy Financial Strategies, LLC
NEW758—+758——$299.7K—2026-10-15
JFS Wealth Advisors, LLC
INCREASED757673+84+12%$172.1K$299.3K+$127.3K2026-11-03
NWF Advisory Services Inc.
NEW754—+754——$298.1K—2026-10-19
Traynor Capital Management, Inc.
NEW753—+753——$297.9K—2026-10-29
Brandywine OAK Private Wealth LLC
NEW751—+751——$297.0K—2026-10-23
Schneider Downs Wealth Management Advisors, LP
NEW747—+747——$295.4K—2026-10-27
Franklin Street Advisors Inc
NEW745—+745——$294.6K—2026-10-13
Sweeney & Michel, LLC
UNCHANGED74374300%$221.5K$293.8K+$72.2K2026-10-16
Patriot Financial Group Insurance Agency, LLC
NEW742—+742——$293.5K—2026-10-14
Kane Co Wealth Management, Inc.
NEW740—+740——$292.6K—2026-11-04
BLB&B Advisors, LLC
NEW737—+737——$291.6K—2026-10-27
Sun Group Wealth Partners
NEW737—+737——$291.4K—2026-10-26
Lakeshore Financial Planning, Inc.
NEW735—+735——$290.7K—2026-10-13
Realta Investment Advisors
DECREASED7351,280-545-43%$327.3K$290.6K-$36.6K2026-10-14
Equity Wealth Partners, LLC
NEW733—+733——$289.7K—2026-10-26
Wallington Asset Management, LLC
NEW732—+732——$289.4K—2026-11-04
Northside Capital Management, LLC
NEW732—+732——$289.4K—2026-10-13
North Capital, Inc.
NEW731—+731——$348.7K—2026-10-16
Harbor Group, Inc.
NEW731—+731——$288.9K—2026-10-14
WealthBridge Capital Management, LLC
NEW730—+730——$288.7K—2026-10-16
Journey Retirement Planning & Investment Management LLC
NEW730—+730——$289.2K—2026-10-09
Iron Financial LLC
NEW729—+729——$288.2K—2026-10-23
True North Advisors, LLC
NEW728—+728——$287.9K—2026-10-22
Nadler Financial Group, Inc.
NEW725—+725——$286.7K—2026-10-23
25 LLC
NEW724—+724——$286.3K—2026-10-13
GR Financial Group, LLC
NEW723—+723——$285.9K—2026-10-27
Auour Investments LLC
NEW720—+720——$284.7K—2026-10-28
Seven Post Investment Office LP
NEW720—+720——$284.7K—2026-10-26
WestHill Financial Advisors, Inc.
NEW718—+718——$283.9K—2026-10-14
Kingsman Wealth Management, Inc.
NEW713—+713——$281.9K—2026-10-13
Autumn Glory Partners, LLC
NEW712—+712——$281.5K—2026-10-26
GK Wealth Management LLC
NEW711—+711——$281.4K—2026-10-09
James Investment Research, Inc.
NEW704—+704——$278.4K—2026-10-22
Talbot Financial, LLC
NEW704—+704——$278.4K—2026-10-19
Hamilton Point Investment Advisors, LLC
NEW701—+701——$277.3K—2026-11-03
Stanley-Laman Group, Ltd.
NEW700—+700——$276.8K—2026-10-20
McCollum Christoferson Group LLC
NEW700—+700——$276.8K—2026-10-13
Lynch & Associates
NEW700—+700——$276.8K—2026-10-13
Barry Investment Advisors, LLC
NEW694—+694——$274.5K—2026-10-14
Leonteq Securities AG
DECREASED6891,182-493-42%$302.2K$272.4K-$29.8K2026-10-29
Tuttle Capital Management, LLC
NEW680—+680——$268.9K—2026-10-21
Clifford Swan Investment Counsel LLC
NEW678—+678——$268.1K—2026-11-05
Retirement Guys Formula LLC
NEW675—+675——$266.9K—2026-10-26
Paragon Advisors, LLC
NEW672—+672——$265.7K—2026-11-03
Gerber Kawasaki Wealth & Investment Management
NEW672—+672——$265.9K—2026-10-29
Promethium Advisors,llc
DECREASED6721,200-528-44%$306.8K$265.7K-$41.1K2026-10-19
Quad-Cities Investment Group, LLC
NEW671—+671——$265.3K—2026-10-16
Kooman & Associates
NEW670—+670——$264.9K—2026-10-21
Kentucky Trust Co
UNCHANGED67067000%$171.3K$264.9K+$93.6K2026-10-15
First United Bank & Trust
UNCHANGED66866800%$170.8K$264.1K+$93.4K2026-10-22
Patten & Patten Inc
NEW667—+667——$263.8K—2026-10-26
Affinity Capital Advisors, LLC
NEW666—+666——$303.1K—2026-10-13
Canvas Wealth Advisors, LLC
NEW662—+662——$286.3K—2026-11-02
Beaumont Asset Management, L.L.C.
NEW661—+661——$261.4K—2026-10-16
McKinley Carter Wealth Services, Inc.
NEW660—+660——$260.9K—2026-10-16
Pacific Sage Partners, LLC
DECREASED660822-162-20%$210.2K$261.0K+$50.8K2026-10-21
Orca Wealth Management, LLC
NEW653—+653——$258.1K—2026-10-14
Prospera Capital Management, LLC
NEW650—+650——$257.0K—2026-10-19
Private Capital Advisors, Inc.
NEW650—+650——$257.0K—2026-10-06
Cranbrook Wealth Management, LLC
UNCHANGED65065000%$166.2K$257.0K+$90.8K2026-10-28
New Hampshire Trust
NEW649—+649——$256.6K—2026-10-20
Able Financial Group, LLC
DECREASED6481,049-401-38%$268.2K$256.2K-$12.0K2026-10-14
Crown Wealth Group, LLC
DECREASED644847-203-24%$216.6K$254.7K+$38.1K2026-10-19
Cypress Capital Group
NEW643—+643——$254.3K—2026-11-03
Stordahl Capital Management, Inc.
NEW637—+637——$251.8K—2026-10-22
May Hill Capital, LLC
NEW636—+636——$251.5K—2026-11-03
Wealth Group Ltd
NEW635—+635——$268.2K—2026-10-07
Prevail Innovative Wealth Advisors, LLC
NEW634—+634——$280.4K—2026-10-20
Reyes Financial Architecture, Inc.
DECREASED6341,034-400-39%$264.4K$250.7K-$13.7K2026-10-22
Breakwater Capital Group
NEW632—+632——$249.9K—2026-10-09
J.Safra Asset Management Corp
UNCHANGED63063000%$161.1K$249.1K+$88.0K2026-11-03
Gimbal Financial
NEW629—+629——$248.7K—2026-10-19
Ballew Advisors, Inc
NEW627—+627——$264.8K—2026-10-05
Kelly Financial Services LLC
NEW627—+627——$247.9K—2026-10-20
Essex Bank
NEW627—+627——$247.9K—2026-10-16
Encompass More Asset Management
DECREASED6241,131-507-45%$289.2K$246.7K-$42.4K2026-10-16
Harbor Capital Advisors, Inc.
NEW623—+623——$246—2026-10-22
E6 Portfolios, LLC
NEW619—+619——$244.6K—2026-10-26
Total Investment Management Inc
NEW618—+618——$244.6K—2026-10-22
James J. Burns & Company, LLC
NEW618—+618——$244.5K—2026-10-22
Marion Wealth Management
NEW616—+616——$243.6K—2026-10-22
Hilton Head Capital Partners, LLC
DECREASED615698-83-12%$178.5K$243.2K+$64.7K2026-10-23
Hennessy Advisors Inc
DECREASED612812-200-25%$207.6K$242.0K+$34.4K2026-10-28
Shotwell Rutter Baer Inc
NEW610—+610——$241.2K—2026-10-14
Teza Capital Management LLC
NEW608—+608——$240.4K—2026-10-23
Vista Investment Partners II, LLC
NEW608—+608——$240.4K—2026-10-15
Phillips Financial Management, LLC
NEW607—+607——$240.0K—2026-10-19
Western Financial Corp
NEW605—+605——$239.3K—2026-10-14
Compagnie Lombard Odier SCmA
NEW605—+605——$239.2K—2026-11-04
Maia Wealth LLC
NEW604—+604——$239.0K—2026-10-19
Fusion Capital, LLC
NEW603—+603——$238.4K—2026-10-28
Pavion Blue Capital, LLC
NEW602—+602——$238.0K—2026-11-05
Tempo Wealth, LLC
NEW601—+601——$237.5K—2026-10-14
Schear Investment Advisers, LLC
DECREASED6011,508-907-60%$385.6K$237.5K-$148.0K2026-10-14
Hutchens & Kramer Investment Management Group, LLC
NEW600—+600——$237.3K—2026-10-16
Edgemoor Investment Advisors, Inc.
NEW600—+600——$237.3K—2026-11-03
Silver Lake Advisory, LLC
NEW600—+600——$237.3K—2026-10-22
Fulton Breakefield Broenniman LLC
DECREASED6001,000-400-40%$255.7K$237.3K-$18.4K2026-11-03
Harmony Asset Management LLC
NEW597—+597——$236.1K—2026-10-20
Bangor Savings Bank
UNCHANGED59459400%$151.9K$234.9K+$83.0K2026-10-06
Walled Lake Planning & Wealth Management, LLC
NEW593—+593——$234.6K—2026-10-29
Baron Wealth Management LLC
NEW592—+592——$234.1K—2026-10-27
Brian LOW Financial Group, LLC
NEW591—+591——$234.0K—2026-10-28
Valley National Advisers Inc
INCREASED581513+68+13%$131.2K$229.7K+$98.6K2026-10-23
Central Pacific Bank - Trust Division
UNCHANGED58058000%$148.3K$229.3K+$81.1K2026-10-06
Cherrydale Wealth Management, LLC
NEW579—+579——$228.9K—2026-10-20
4Wealth Advisors, Inc.
NEW577—+577——$226.2K—2026-10-13
Flynn Zito Capital Management, LLC
NEW577—+577——$228.2K—2026-11-04
626 Financial, LLC
NEW577—+577——$228.2K—2026-11-04
Plan A Wealth LLC
NEW570—+570——$225.4K—2026-10-08
Dupree Financial Group, LLC
NEW569—+569——$225.0K—2026-10-09
Warren Street Wealth Advisors, LLC
NEW568—+568——$224.6K—2026-11-04
Marin Bay Wealth Advisors, LLC
NEW567—+567——$224.5K—2026-10-28
Lakeshore Capital Group, Inc.
NEW561—+561——$221.8K—2026-10-20
Sentinel Pension Advisors, LLC
NEW560—+560——$221.3K—2026-11-02
Golden State Wealth Management, LLC
DECREASED560562-20%$143.9K$221.5K+$77.6K2026-11-02
Abacus Wealth Partners, LLC
NEW559—+559——$221.0K—2026-11-03
Tanager Wealth Management LLP
NEW556—+556——$219.9K—2026-10-19
Lexington Hill Partners, LLC
NEW554—+554——$219.2K—2026-10-13
Wealthcare Capital Partners, LLC
NEW552—+552——$218.3K—2026-10-21
Buckhead Capital Management LLC
NEW549—+549——$217.1K—2026-11-03
Rise Advisors, LLC
NEW548—+548——$216.6K—2026-10-16
Wilkerson Advisory Group LLC
INCREASED547546+1+0%$139.6K$216.3K+$76.7K2026-10-20
Stenger Family Office, LLC
NEW546—+546——$260.4K—2026-10-22
Key FInancial Inc
DECREASED5465,378-4,832-90%$1.4M$215.9K-$1.2M2026-11-02
Inspire Investing, LLC
DECREASED545546-10%$139.5K$215.3K+$75.8K2026-10-22
Jackson Square Capital, LLC
NEW543—+543——$214.7K—2026-10-19
Burton Enright Welch
NEW542—+542——$214.3K—2026-11-04
King Luther Capital Management Corp
NEW539—+539——$213.1K—2026-11-05
Livelsberger Financial Advisory
NEW536—+536——$211.9K—2026-10-28
Hoge Financial Services, LLC
NEW533—+533——$210.6K—2026-11-05
Robertson Stephens Wealth Management, LLC
NEW532—+532——$210.5K—2026-10-16
Jacobsen Capital Management
NEW532—+532——$210.4K—2026-10-27
Investment Advisory Services Inc
NEW531—+531——$210.0K—2026-10-27
AA Financial Advisors, LLC
NEW531—+531——$210.0K—2026-10-19
Patrick M Sweeney & Associates, Inc
NEW531—+531——$210.0K—2026-10-22
Connecticut Capital Management Group, LLC
NEW529—+529——$209.2K—2026-10-29
Heritage OAK Wealth Advisors LLC
NEW529—+529——$209.2K—2026-10-14
Fonville Wealth Management LLC
NEW527—+527——$208.4K—2026-10-28
Verum Partners LLC
NEW527—+527——$208.4K—2026-10-21
Ejmk Ventures LLC
NEW525—+525——$207.7K—2026-10-21
Factor Wealth Management LTD
NEW524—+524——$207.2K—2026-10-08
Moller Wealth Partners
NEW524—+524——$207.2K—2026-10-15
Thrive Wealth Management, LLC
NEW522—+522——$206.3K—2026-10-13
Midwest Heritage Bank, FSB
NEW521—+521——$206.0K—2026-10-26
MRA Advisory Group
NEW520—+520——$205.5K—2026-10-07
Whelan Financial
NEW519—+519——$205.2K—2026-10-28
Allen Capital Group, LLC
NEW518—+518——$204.8K—2026-10-27
Redhawk Wealth Advisors, Inc.
NEW518—+518——$204.9K—2026-10-14
Cooper S Advisors, LLC
NEW517—+517——$204.4K—2026-11-03
XML Financial, LLC
NEW517—+517——$204.4K—2026-10-29
Cushing Capital Partners, LLC
NEW516—+516——$204.0K—2026-10-20
Wolff Wiese Magana LLC
UNCHANGED51251200%$130.9K$202.5K+$71.6K2026-10-15
Laurel Wealth Advisors LLC
NEW511—+511——$202.1K—2026-10-27
Wingate Wealth Advisors, Inc.
NEW511—+511——$202.1K—2026-10-26
Kingsbury Capital Investment Advisors LLC
NEW509—+509——$201.2K—2026-10-20
Amarillo National Bank
NEW509—+509——$201.3K—2026-10-23
Whitener Capital Management, Inc.
NEW506—+506——$200.1K—2026-10-15
Manchester Capital Management LLC
DECREASED503570-67-12%$145.7K$198.9K+$53.2K2026-10-22
Covestor Ltd
INCREASED499326+173+53%$84.0K$197-$83.8K2026-10-30
Lanark Financial, Inc.
INCREASED492486+6+1%$124.5K$194.7K+$70.2K2026-10-26
Owl Creek Wealth Partners LLC
UNCHANGED48748700%$124.5K$192.6K+$68.1K2026-10-20
Nichols & Pratt Advisers LLP
NEW480—+480——$201.7K—2026-10-13
University of Texas S AM Investment Management Co
DECREASED474863-389-45%$220.6K$187.4K-$33.2K2026-11-03
Signature Equity Partners, LLC
INCREASED466441+25+6%$112.8K$184.4K+$71.5K2026-10-29
Plante Moran Financial Advisors, LLC
DECREASED459463-4-1%$118.4K$181.5K+$63.1K2026-11-04
NBH Bank
DECREASED455461-6-1%$117.9K$179.9K+$62.1K2026-11-05
Tounjian Advisory Partners, LLC
INCREASED455454+1+0%$116.0K$179.9K+$63.9K2026-11-04
Your Advocates Ltd., LLP
UNCHANGED44744700%$114.3K$176.8K+$62.5K2026-11-03
Salomon & Ludwin, LLC
UNCHANGED44644600%$118.1K$176.4K+$58.2K2026-10-29
Foguth Wealth Management, Llc.
NEW426—+426——$203.9K—2026-10-19
Legacy Bridge, LLC
DECREASED425465-40-9%$118.9K$168.1K+$49.2K2026-10-28
Cornerstone National Bank & Trust Co
UNCHANGED40040000%$105.9K$168.1K+$62.1K2026-10-20
Quintet Private Bank (Europe) S.A.
UNCHANGED40040000%$102.3K$158.2K+$55.9K2026-10-08
Farmers & Merchants Investments Inc
DECREASED395405-10-2%$103.5K$156.2K+$52.6K2026-10-22
Ares Financial Consulting, LLC
UNCHANGED39439400%$100.7K$156.0K+$55.2K2026-10-19
Silver Grove Financial Group, Inc.
INCREASED379367+12+3%$93.8K$149.9K+$56.0K2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED37937900%$96.9K$149.9K+$53.0K2026-10-21
WPG Advisers, LLC
DECREASED375380-5-1%$97.2K$148.3K+$51.1K2026-10-27
Pacifica Partners Inc.
UNCHANGED37537500%$99.8K$157.5K+$57.7K2026-10-09
Duncker Streett & Co Inc
UNCHANGED35035000%$89.5K$138.4K+$48.9K2026-10-27
Essential Partners LLC
INCREASED345329+16+5%$84.1K$136.4K+$52.3K2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED332336-4-1%$85.9K$131.3K+$45.4K2026-10-27
DT Investment Partners, LLC
UNCHANGED32532500%$83.1K$128.5K+$45.4K2026-10-27
Meriwether Wealth & Planning, LLC
NEW321—+321——$126.9K—2026-10-13
Robinson Value Management, Ltd.
UNCHANGED32032000%$81.8K$126.5K+$44.7K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED316293+23+8%$74.9K$125.0K+$50.0K2026-10-20
Bayforest Capital Ltd
INCREASED310162+148+91%$41.4K$122.6K+$81.2K2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED308208+100+48%$53.2K$121.8K+$68.6K2026-11-02
Kepler Cheuvreux (Suisse) SA
NEW304—+304——$120.2K—2026-10-20
Archer Investment Corp
UNCHANGED30430400%$77.7K$120.2K+$42.5K2026-11-05
Bare Financial Services, Inc
INCREASED30073+227+311%$18.7K$118.6K+$100.0K2026-11-04
Bfsg, LLC
UNCHANGED30030000%$76.7K$118.6K+$41.9K2026-10-30
Bank of New Hampshire
UNCHANGED30030000%$76.7K$118.6K+$41.9K2026-10-06
Prism Planning Partners LLC
NEW298—+298——$117.9K—2026-10-27
Markowski Investments
DECREASED292299-7-2%$76.4K$115.5K+$39.0K2026-10-30
Rakuten Securities, Inc.
INCREASED2882+286+14300%$511$113.9K+$113.4K2026-11-02
Cape Investment Advisory, Inc.
INCREASED287259+28+11%$66.2K$113.5K+$47.3K2026-10-13
Asset Dedication, LLC
DECREASED286305-19-6%$78.0K$113.1K+$35.1K2026-11-03
Barnes Dennig Private Wealth Management LLC
DECREASED280372-92-25%$95.1K$110.7K+$15.6K2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED276174+102+59%$44.5K$109.1K+$64.7K2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED275138+137+99%$35.5K$108.8K+$73.3K2026-10-16
GGM Financial LLC
INCREASED275250+25+10%$63.8K$108.9K+$45.0K2026-11-05
Rydar Equities, Inc.
NEW274—+274——$121.3K—2026-10-13
Strengthening Families & Communities, LLC
DECREASED268271-3-1%$69.3K$106.1K+$36.8K2026-10-21
Pathway Financial Advisers, LLC
NEW267—+267——$105.5K—2026-10-27
Armstrong Advisory Group, Inc
INCREASED267185+82+44%$47.3K$105.6K+$58.3K2026-10-09
First Bancorp, Inc
UNCHANGED26726700%$68.3K$105.6K+$37.3K2026-10-26
GoalVest Advisory LLC
DECREASED262305-43-14%$78.0K$103.6K+$25.6K2026-10-02
Pittenger & Anderson Inc
NEW255—+255——$100.8K—2026-11-02
Abound Wealth Management
INCREASED254248+6+2%$63.3K$100.6K+$37.2K2026-10-26
Foster Dykema Cabot & Partners, LLC
NEW250—+250——$98.9K—2026-10-30
St. Johns Investment Management Company, LLC
UNCHANGED25025000%$63.9K$98.9K+$34.9K2026-10-30
First Horizon Corp
DECREASED249284-35-12%$72.6K$98.5K+$25.9K2026-10-26
Hughes Financial Services, LLC
INCREASED244235+9+4%$60.1K$105.5K+$45.5K2026-10-30
Nfsg Corp
DECREASED243660-417-63%$168.7K$96.2K-$72.5K2026-10-15
Aventus Investment Advisors, Inc.
DECREASED243246-3-1%$62.9K$96.1K+$33.2K2026-10-09
Private Wealth Management Group, LLC
DECREASED241246-5-2%$62.9K$95.3K+$32.4K2026-10-19
Birch Financial Group, LLC
NEW240—+240——$95.1K—2026-10-27
Lodestone Wealth Management LLC
INCREASED236235+1+0%$60.1K$93.1K+$33.1K2026-10-14
Nova Financial LLC
NEW232—+232——$91.7K—2026-11-04
Davis Capital Management
DECREASED230238-8-3%$60.8K$90.9K+$30.1K2026-10-08
Financial Consulate, Inc
INCREASED226173+53+31%$44.2K$89.4K+$45.1K2026-10-23
Evolution Wealth Management Inc.
UNCHANGED20420400%$52.2K$80.7K+$28.5K2026-10-28
Gilpin Wealth Management, LLC
DECREASED200300-100-33%$76.7K$79.1K+$2.4K2026-10-09
Asset Planning,Inc
UNCHANGED20020000%$51.1K$79.1K+$28.0K2026-10-26
Berbice Capital Management LLC
UNCHANGED20020000%$51.1K$79.1K+$28.0K2026-10-13
Tsfg, LLC
UNCHANGED20020000%$51.0K$79-$50.9K2026-10-23
Sawyer & Company, Inc
UNCHANGED20020000%$51.1K$79.1K+$28.0K2026-10-21
KFG LLC
NEW196—+196——$77.5K—2026-11-02
POM Investment Strategies, LLC
UNCHANGED19619600%$50.1K$77.5K+$27.4K2026-10-20
Citizens National Bank Trust Department
UNCHANGED18318300%$46.8K$72.4K+$25.6K2026-11-04
Hickory Point Bank & Trust
UNCHANGED18218200%$46.5K$72.0K+$25.4K2026-10-01
Rossby Financial, LCC
INCREASED18196+85+89%$24.5K$71.6K+$47.0K2026-11-05
Polaris Financial Partners
NEW177—+177——$71—2026-10-02
Highline Wealth Partners LLC
INCREASED16595+70+74%$24.3K$65.3K+$41.0K2026-10-19
Godsey & Gibb, Inc
INCREASED165162+3+2%$41.4K$65.2K+$23.8K2026-10-14
Cedar Mountain Advisors, LLC
UNCHANGED16416400%$41.9K$64.8K+$22.9K2026-10-15
Plato Investment Management Ltd
DECREASED154464-310-67%$117.9K$61.1K-$56.8K2026-11-05
United Community Bank
DECREASED152177-25-14%$45.3K$60.1K+$14.9K2026-10-28
Signature Resources Capital Management, LLC
DECREASED150355-205-58%$90.8K$59.3K-$31.5K2026-10-16
Alpine Bank Wealth Management
UNCHANGED15015000%$38.4K$59.3K+$21.0K2026-10-16
Evermay Wealth Management LLC
UNCHANGED14614600%$37.3K$57.7K+$20.4K2026-11-05
Balance Wealth Partners LLC
NEW144—+144——$56.8K—2026-10-27
Financial Network Wealth Advisors LLC
DECREASED139204-65-32%$52.2K$55.0K+$2.8K2026-10-28
Beacon Financial Strategies Corp
UNCHANGED13013000%$33.2K$51.4K+$18.2K2026-10-14
Indiana Trust & Investment Management Co
UNCHANGED13013000%$33.2K$51.4K+$18.2K2026-10-22
Canton Hathaway, LLC
UNCHANGED12512500%$32.0K$49.4K+$17.5K2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED12512500%$32.0K$49.4K+$17.5K2026-10-23
Accordant Advisory Group Inc
UNCHANGED12012000%$30.7K$47.5K+$16.8K2026-10-29
MeadowBrook Investment Advisors LLC
NEW118—+118——$54.2K—2026-10-29
New England Capital Financial Advisors LLC
UNCHANGED11811800%$30.2K$46.7K+$16.5K2026-11-03
AXS Investments LLC
INCREASED116114+2+2%$29.1K$45.9K+$16.7K2026-11-04
UMB Private Wealth Management, LLC
NEW113—+113——$44.7K—2026-10-19
Main Street Group, LTD
UNCHANGED10910900%$27.9K$43.1K+$15.2K2026-10-28
Bell Investment Advisors, Inc
UNCHANGED10610600%$27.1K$41.9K+$14.8K2026-10-29
James T. Borello RIA
UNCHANGED10010000%$25.6K$39.5K+$14.0K2026-10-16
Vaquero Private Wealth, LTD
NEW99—+99——$39.1K—2026-10-27
Bayban
UNCHANGED979700%$24.8K$24.8K$02026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED96101-5-5%$25.8K$38.0K+$12.2K2026-10-16
Mosley Wealth Management
INCREASED9594+1+1%$24.1K$45.1K+$21.0K2026-10-16
Avion Wealth
INCREASED9386+7+8%$21$36+$152026-11-04
Richardson Financial Services Inc.
UNCHANGED909000%$23.0K$35.6K+$12.6K2026-10-30
Ulland Investment Advisors, LLC
UNCHANGED909000%$23$36+$132026-10-13
True Wealth Design, LLC
INCREASED8975+14+19%$19.2K$35.2K+$16.0K2026-10-13
Valued Wealth Advisors LLC
INCREASED8986+3+3%$22.1K$35.4K+$13.3K2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED878700%$22.2K$34.4K+$12.2K2026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED838300%$21.2K$32.8K+$11.6K2026-10-30
Proathlete Wealth Management LLC
NEW79—+79——$31.2K—2026-10-15
Arlington Trust Co LLC
DECREASED7994-15-16%$24.0K$31.2K+$7.2K2026-10-20
Elevation Wealth Partners, LLC
INCREASED7674+2+3%$18.9K$30.1K+$11.1K2026-10-07
Bay Harbor Wealth Management, LLC
DECREASED75563-488-87%$143.9K$29.7K-$114.3K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED70502-432-86%$128.5K$28.1K-$100.5K2026-10-14
Retirement Wealth Solutions LLC
INCREASED6135+26+74%$8.9K$24.1K+$15.2K2026-10-07
Elevated Capital Advisors, LLC
UNCHANGED585800%$14.8K$22.9K+$8.1K2026-11-04
TFC Financial Management, Inc.
UNCHANGED565600%$14.4K$22.2K+$7.9K2026-10-26
Midwest Capital Advisors, LLC
UNCHANGED555500%$14.1K$21.7K+$7.7K2026-11-04
Hara Capital LLC
UNCHANGED535300%$13.6K$21.0K+$7.4K2026-10-30
Maseco LLP
NEW52—+52——$20.6K—2026-10-27
Nvest Wealth Strategies, Inc.
UNCHANGED505000%$12.8K$19.9K+$7.1K2026-10-14
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
UNCHANGED505000%$12.8K$19.8K+$7.0K2026-10-23
Montgomery Financial Services LLC
DECREASED4952-3-6%$13.3K$19.4K+$6.1K2026-11-03
United Financial Planning Group LLC
UNCHANGED494900%$12.5K$19.4K+$6.8K2026-11-04
High Note Wealth, LLC
INCREASED4720+27+135%$5.1K$18.6K+$13.5K2026-10-27
William Mack & Associates, Inc.
NEW46—+46——$18.1K—2026-10-27
Clark Wealth Partners
INCREASED4419+25+132%$4.9K$17.4K+$12.5K2026-10-19
Creative Capital Management Investments LLC
INCREASED4436+8+22%$9.2K$17.4K+$8.2K2026-10-28
IMG Wealth Management, Inc.
INCREASED4439+5+13%$10.0K$17.4K+$7.4K2026-10-27
Aspect Partners, LLC
DECREASED43150-107-71%$38.4K$17.0K-$21.3K2026-10-20
Burk Holdings LLC
INCREASED4232+10+31%$8.2K$16.6K+$8.4K2026-11-05
Holos Integrated Wealth LLC
UNCHANGED404000%$10.7K$18.9K+$8.3K2026-10-23
Entrust Financial LLC
DECREASED3856-18-32%$14.3K$15.0K+$7082026-11-04
Gleason Group, Inc.
UNCHANGED353500%$8.9K$13.8K+$4.9K2026-10-15
Marquette Asset Management, LLC
UNCHANGED323200%$8.2K$12.7K+$4.5K2026-10-09
Fairscale Capital, LLC
NEW30—+30——$13.3K—2026-11-04
Torren Management, LLC
UNCHANGED303000%$7.7K$11.9K+$4.2K2026-10-29
Hager Investment Management Services, LLC
UNCHANGED252500%$6.4K$9.9K+$3.5K2026-11-04
Triumph Capital Management
INCREASED2415+9+60%$3.8K$9.5K+$5.7K2026-10-14
Essential Investment Partners LLC
NEW23—+23——$9.1K—2026-10-27
Hudson Edge Investment Partners Inc.
UNCHANGED212100%$5.4K$8.3K+$2.9K2026-10-28
Caitong International Asset Management Co., Ltd
DECREASED203,558-3,538-99%$909.7K$7.9K-$901.8K2026-10-29
Waterway Wealth Management, LLC
NEW19—+19——$7.5K—2026-10-28
Roxbury Financial LLC
UNCHANGED161600%$4.1K$6.4K+$2.3K2026-10-01
American Capital Advisory, LLC
INCREASED1514+1+7%$3.6K$5.9K+$2.4K2026-10-28
Jnba Financial Advisors
UNCHANGED151500%$3.8K$5.9K+$2.1K2026-11-03
Friedenthal Financial
NEW14—+14——$5.5K—2026-10-27
Ashurst Perkins Coie Trust Co
NEW13—+13——$5.1K—2026-10-15
Planning Strategies Inc.
INCREASED128+4+50%$2.0K$4.7K+$2.7K2026-10-02
DecisionPoint Financial, LLC
INCREASED1210+2+20%$2.6K$5.0K+$2.4K2026-10-27
William B. Walkup & Associates, Inc.
UNCHANGED111100%$2.8K$4.4K+$1.5K2026-11-05
Quaker Wealth Management, LLC
UNCHANGED111100%$2.8K$4.4K+$1.5K2026-10-22
Navigoe, LLC
UNCHANGED9900%$2$3+$12026-11-04
Three Bridge Wealth Advisors, LLC
NEW8—+8——$3.2K—2026-11-05
Nvwm, LLC
INCREASED87+1+14%$1.8K$3.2K+$1.4K2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED8800%$2.0K$3.2K+$1.1K2026-10-28
Winthrop Capital Management, LLC
UNCHANGED7700%$2$2.8K+$2.8K2026-11-05
PayPay Securities Corp
INCREASED65+1+20%$1.3K$2.4K+$1.1K2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED6600%$1.5K$2.4K+$8382026-10-15
Washington Trust Advisors, Inc.
UNCHANGED6600%$1.5K$2.4K+$8392026-10-22
Toth Financial Advisory Corp
UNCHANGED6600%$1.5K$2.4K+$8382026-10-08
Acumen Wealth Advisors, LLC
NEW5—+5——$2.0K—2026-11-05
Mascoma Wealth Management LLC
UNCHANGED4400%$1.0K$1.6K+$5592026-10-23
Noble Wealth Management PBC
NEW3—+3——$1.2K—2026-10-01
Raleigh Capital Management Inc.
DECREASED34-1-25%$1.1K$1.0K-$232026-10-28
Downshift Financial, LLC
UNCHANGED3300%$767$1.2K+$4192026-10-13
Breakwater Investment Management
NEW2—+2——$791—2026-10-20
Maryland Capital Advisors Inc.
UNCHANGED2200%$512$791+$2792026-10-15
Trust Co
UNCHANGED2200%$511$791+$2802026-10-09
Security National Bank
NEW1—+1——$395—2026-10-26
3 Factor Indexing, LLC
UNCHANGED1100%$256$396+$1402026-10-15
Synergy Asset Management, LLC
CLOSED05,214-5,214-100%$1.3M$0-$1.3M2026-11-05
Sendero Wealth Management, LLC
CLOSED04,274-4,274-100%$1.1M$0-$1.1M2026-10-14
Allegiance Financial Group Advisory Services LLC
CLOSED03,301-3,301-100%$844.0K$0-$844.0K2026-11-02
Gallacher Capital Management LLC
CLOSED03,173-3,173-100%$811.3K$0-$811.3K2026-10-30
Parkshore Wealth Management, Inc.
CLOSED03,031-3,031-100%$774.9K$0-$774.9K2026-10-13
Malaga Cove Capital, LLC
CLOSED02,457-2,457-100%$628.2K$0-$628.2K2026-10-23
Western Pacific Wealth Management, LP
CLOSED02,115-2,115-100%$540.7K$0-$540.7K2026-10-16
AtlasMark Financial, Inc
CLOSED02,000-2,000-100%$511.3K$0-$511.3K2026-10-13
Scarborough Advisors, LLC
CLOSED01,722-1,722-100%$454.1K$0-$454.1K2026-10-16
WBI Investments, LLC
CLOSED0996-996-100%$254.6K$0-$254.6K2026-11-05
Northwest Wealth Management, LLC
CLOSED0993-993-100%$253.9K$0-$253.9K2026-10-30
One Wealth Capital Management, LLC
CLOSED0931-931-100%$238.0K$0-$238.0K2026-10-23
Financial Security Advisor, Inc.
CLOSED0920-920-100%$235.3K$0-$235.3K2026-11-03
MCF Advisors LLC
CLOSED0511-511-100%$130.7K$0-$130.7K2026-10-28
Stone House Investment Management, LLC
CLOSED0226-226-100%$57.8K$0-$57.8K2026-10-23
Wellington Shields & Co., LLC
CLOSED0200-200-100%$51.1K$0-$51.1K2026-11-03
Sims Investment Management, LLC
CLOSED0200-200-100%$51.1K$0-$51.1K2026-10-13
Vermillion Wealth Management, Inc.
CLOSED0169-169-100%$43.2K$0-$43.2K2026-10-26
Solstein Capital, LLC
CLOSED0100-100-100%$25.6K$0-$25.6K2026-11-02
LifeSteps Financial, Inc.
CLOSED095-95-100%$24.3K$0-$24.3K2026-10-15
Cornerstone Planning Group LLC
CLOSED085-85-100%$26.9K$0-$26.9K2026-10-16
Founders Capital Management
CLOSED080-80-100%$20.5K$0-$20.5K2026-10-13
Summit Securities Group LLC
CLOSED068-68-100%$17.4K$0-$17.4K2026-11-05
Kelleher Financial Advisors
CLOSED062-62-100%$15.9K$0-$15.9K2026-10-30
Obsidian CIO, LLC
CLOSED050-50-100%$12.8K$0-$12.8K2026-11-05
Decker Retirement Planning Inc.
CLOSED019-19-100%$4.9K$0-$4.9K2026-10-19
Atwood & Palmer Inc
CLOSED019-19-100%$4.9K$0-$4.9K2026-10-08
NBT Bank, N.A.
CLOSED010-10-100%$2.6K$0-$2.6K2026-10-21
Activest Wealth Management
CLOSED010-10-100%$2.6K$0-$2.6K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED05-5-100%$1.3K$0-$1.3K2026-10-29
Horizon Financial Services, LLC
CLOSED05-5-100%$1.3K$0-$1.3K2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$410.9K$635.4K+$224.6K2026-10-29
BlackRock, Inc.
N/A—26,006,017-26,006,017-100%$6.6B———
Vanguard Capital Management LLC
N/A—19,074,289-19,074,289-100%$4.9B———
State Street Corp
N/A—18,471,905-18,471,905-100%$4.7B———
Vanguard Portfolio Management LLC
N/A—15,631,265-15,631,265-100%$4.0B———
Geode Capital Management, LLC
N/A—8,351,157-8,351,157-100%$2.1B———
Morgan Stanley
N/A—5,887,382-5,887,382-100%$1.5B———
Raymond James Financial Inc
N/A—5,684,963-5,684,963-100%$1.5B———
FMR LLC
N/A—5,419,718-5,419,718-100%$1.4B———
Boston Partners
N/A—3,515,417-3,515,417-100%$905.8M———
Wellington Management Group LLP
N/A—3,252,153-3,252,153-100%$831.5M———
Northern Trust Corp
N/A—3,126,059-3,126,059-100%$799.2M———
Goldman Sachs Group Inc
N/A—2,884,591-2,884,591-100%$737.5M———
JPMorgan Chase & Co
N/A—2,736,206-2,736,206-100%$709.3M———
Charles Schwab Investment Management Inc
N/A—2,622,511-2,622,511-100%$670.5M———
Norges Bank
N/A—2,465,801-2,465,801-100%$630.4M———
Bank of America Corp
N/A—2,432,168-2,432,168-100%$621.8M———
Invesco Ltd.
N/A—2,341,034-2,341,034-100%$598.5M———
Amundi
N/A—2,237,930-2,237,930-100%$572.2M———
Ameriprise Financial Inc
N/A—2,030,778-2,030,778-100%$519.5M———
UBS Group AG
N/A—1,842,485-1,842,485-100%$471.1M———
Price T Rowe Associates Inc
N/A—1,839,897-1,839,897-100%$470.4M———
Vanguard Fiduciary Trust Co
N/A—1,659,223-1,659,223-100%$424.2M———
Capital Wealth Planning, LLC
N/A—1,577,970-1,577,970-100%$403.4M———
Allianz Asset Management GmbH
N/A—1,554,821-1,554,821-100%$397.5M———
UBS Asset Management Americas LLC
N/A—1,508,489-1,508,489-100%$385.7M———
Legal & General Group Plc
N/A—1,489,205-1,489,205-100%$380.7M———
LSV Asset Management
N/A—1,444,352-1,444,352-100%$369.3M———
Pacer Advisors, Inc.
N/A—1,252,598-1,252,598-100%$320.3M———
Two Sigma Investments, LP
N/A—1,239,241-1,239,241-100%$316.8M———
Deutsche Bank Ag\
N/A—1,098,138-1,098,138-100%$280.8M———
Nuveen, LLC
N/A—1,035,451-1,035,451-100%$264.7M———
Victory Capital Management Inc
N/A—1,016,215-1,016,215-100%$259.8M———
BNP Paribas Financial Markets
N/A—964,443-964,443-100%$246.6M———
National Pension Service
N/A—928,506-928,506-100%$237.4M———
Barclays PLC
N/A—920,708-920,708-100%$235.4M———
Royal Bank of Canada
N/A—843,958-843,958-100%$215.8M———
Lord, Abbett & Co. LLC
N/A—837,252-837,252-100%$214.1M———
Swiss National Bank
N/A—830,666-830,666-100%$212.4M———
AQR Capital Management LLC
N/A—828,334-828,334-100%$211.8M———
AustralianSuper Pty Ltd
N/A—797,247-797,247-100%$203.8M———
American Century Companies Inc
N/A—716,275-716,275-100%$183.1M———
Vanguard Global Advisers, LLC
N/A—696,456-696,456-100%$178.1M———
Wells Fargo & Company
N/A—692,418-692,418-100%$177.0M———
Jones Financial Companies Lllp
N/A—687,912-687,912-100%$174.8M———
Voya Investment Management LLC
N/A—671,811-671,811-100%$171.8M———
Vanguard Asset Management, Ltd
N/A—632,097-632,097-100%$161.6M———
Rhumbline Advisers
N/A—615,535-615,535-100%$157.4M———
California Public Employees Retirement System
N/A—614,359-614,359-100%$157.1M———
Panagora Asset Management Inc
N/A—581,908-581,908-100%$148.8M———
Mariner, LLC
N/A—559,173-559,173-100%$143.6M———
Squarepoint Ops LLC
N/A—554,045-554,045-100%$141.7M———
HSBC Holdings PLC
N/A—545,377-545,377-100%$139.8M———
Canada Pension Plan Investment Board
N/A—511,495-511,495-100%$130.8M———
California State Teachers Retirement System
N/A—503,816-503,816-100%$128.8M———
Bank of Montreal
N/A—483,814-483,814-100%$123.7M———
Federated Hermes, Inc.
N/A—469,785-469,785-100%$120.1M———
Millennium Management LLC
N/A—454,885-454,885-100%$116.3M———
LPL Financial LLC
N/A—441,653-441,653-100%$112.9M———
Natixis Advisors, LLC
N/A—429,184-429,184-100%$109.7M———
Franklin Resources Inc
N/A—424,897-424,897-100%$108.6M———
Citadel Advisors LLC
N/A—412,252-412,252-100%$105.4M———
Empyrean Capital Partners, LP
N/A—395,600-395,600-100%$101.1M———
LOS Angeles Capital Management LLC
N/A—383,151-383,151-100%$98.0M———
Acadian Asset Management LLC
N/A—375,026-375,026-100%$95.9M———
Alliancebernstein L.P.
N/A—370,777-370,777-100%$90.5M———
Envestnet Asset Management Inc
N/A—359,389-359,389-100%$91.9M———
Bridgewater Associates, LP
N/A—349,224-349,224-100%$89.3M———
SG Americas Securities, LLC
N/A—340,285-340,285-100%$87.0M———
PNC Financial Services Group, Inc.
N/A—330,999-330,999-100%$84.6M———
Russell Investments Group, Ltd.
N/A—325,282-325,282-100%$83.4M———
Man Group plc
N/A—293,849-293,849-100%$75.1M———
Merewether Investment Management, LP
N/A—288,592-288,592-100%$73.8M———
Aviva PLC
N/A—272,489-272,489-100%$69.7M———
O'shaughnessy Asset Management, LLC
N/A—262,567-262,567-100%$67.1M———
Quantinno Capital Management LP
N/A—261,554-261,554-100%$66.9M———
Lazard Asset Management LLC
N/A—254,813-254,813-100%$65.1M———
State Board of Administration of Florida Retirement System
N/A—250,813-250,813-100%$64.1M———
Adage Capital Partners GP, L.L.C.
N/A—235,160-235,160-100%$60.1M———
Prudential Financial Inc
N/A—234,107-234,107-100%$59.9M———
Rockefeller Capital Management L.P.
N/A—230,883-230,883-100%$59.0M———
Harris Associates L P
N/A—229,011-229,011-100%$58.6M———
HM Payson & Co
N/A—227,433-227,433-100%$58.1M———
Arrowstreet Capital, Limited Partnership
N/A—223,151-223,151-100%$57.1M———
Empowered Funds, LLC
N/A—219,714-219,714-100%$56.2M———
Korea Investment Corp
N/A—216,010-216,010-100%$55.2M———
Canada Life Assurance Co
N/A—209,688-209,688-100%$53.5M———
Kayne Anderson Capital Advisors LP
N/A—206,525-206,525-100%$52.8M———
Gabelli Funds LLC
N/A—206,200-206,200-100%$52.7M———
HighTower Advisors, LLC
N/A—205,352-205,352-100%$52.5M———
SEI Investments Co
N/A—205,038-205,038-100%$52.4M———
Steward Partners Investment Advisory, LLC
N/A—197,998-197,998-100%$50.6M———
Cerity Partners LLC
N/A—197,580-197,580-100%$50.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—187,386-187,386-100%$47.7M———
CIBC World Market Inc.
N/A—183,341-183,341-100%$46.9M———
Ensign Peak Advisors, Inc
N/A—181,324-181,324-100%$46.4M———
Qube Research & Technologies Ltd
N/A—178,362-178,362-100%$45.6M———
Manufacturers Life Insurance Company, the
N/A—176,990-176,990-100%$45.3M———
HRT Financial LP
N/A—173,506-173,506-100%$44.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—170,757-170,757-100%$43.7M———
Royal London Asset Management LTD
N/A—169,614-169,614-100%$43.4M———
NFJ Investment Group, LLC
N/A—168,617-168,617-100%$43.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—168,061-168,061-100%$43.0M———
First Trust Advisors LP
N/A—163,356-163,356-100%$41.8M———
Tortoise Capital Advisors, L.L.C.
N/A—161,222-161,222-100%$41.2M———
State of Wisconsin Investment Board
N/A—157,221-157,221-100%$40.2M———
Teacher Retirement System of Texas
N/A—150,770-150,770-100%$38.5M———
Vinva Investment Management Ltd
N/A—148,803-148,803-100%$38.6M———
Chevy Chase Trust Holdings, LLC
N/A—145,308-145,308-100%$37.2M———
Janney Montgomery Scott LLC
N/A—144,236-144,236-100%$36.9M———
Vanguard Investments Australia, Ltd.
N/A—141,215-141,215-100%$36.1M———
TD Asset Management Inc
N/A—140,835-140,835-100%$36.0M———
Stifel Financial Corp
N/A—136,693-136,693-100%$34.9M———
Praetorian PR LLC
N/A—135,000-135,000-100%$34.5M———
Osaic Holdings, Inc.
N/A—134,880-134,880-100%$34.5M———
Toronto Dominion Bank
N/A—130,797-130,797-100%$33.4M———
Marshall Wace, LLP
N/A—126,027-126,027-100%$32.2M———
Treasurer of the State of North Carolina
N/A—125,314-125,314-100%$32.0M———
Holocene Advisors, LP
N/A—123,764-123,764-100%$31.6M———
New York State Common Retirement Fund
N/A—123,200-123,200-100%$31.5M———
Nomura Asset Management Co LTD
N/A—121,090-121,090-100%$31.0M———
Teachers Retirement System of the State of Kentucky
N/A—117,154-117,154-100%$30.0M———
Bank of Nova Scotia
N/A—113,403-113,403-100%$29.0M———
Cetera Investment Advisers
N/A—112,834-112,834-100%$28.8M———
Martingale Asset Management L P
N/A—112,067-112,067-100%$28.7M———
Aberdeen Group plc
N/A—111,616-111,616-100%$28.5M———
Distillate Capital Partners LLC
N/A—110,738-110,738-100%$28.3M———
Susquehanna International Group, LLP
N/A—106,292-106,292-100%$27.2M———
Captrust Financial Advisors
N/A—105,889-105,889-100%$27.1M———
Nykredit A/S
N/A—104,225-104,225-100%$26.6M———
Public Employees Retirement System of Ohio
N/A—99,527-99,527-100%$25.4M———
Gotham Asset Management, LLC
N/A—98,969-98,969-100%$25.3M———
Credit Agricole S A
N/A—98,339-98,339-100%$25.1M———
Summit Street Capital Management, LLC
N/A—97,758-97,758-100%$25.0M———
Wealthfront Advisers LLC
N/A—97,615-97,615-100%$25.0M———
State of Tennessee, Department of Treasury
N/A—97,529-97,529-100%$24.9M———
National Bank of Canada
N/A—97,407-97,407-100%$24.9M———
Sanctuary Advisors, LLC
N/A—91,742-91,742-100%$23.5M———
Neuberger Berman Group LLC
N/A—89,835-89,835-100%$23.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—88,118-88,118-100%$22.5M———
Resona Asset Management Co.,Ltd.
N/A—86,409-86,409-100%$22.2M———
Recurrent Investment Advisors LLC
N/A—85,799-85,799-100%$21.9M———
NewEdge Advisors, LLC
N/A—85,748-85,748-100%$21.9M———
Focus Partners Wealth
N/A—83,837-83,837-100%$21.4M———
Public Sector Pension Investment Board
N/A—83,357-83,357-100%$21.3M———
Macquarie Group LTD
N/A—81,498-81,498-100%$20.8M———
Mercer Global Advisors Inc
N/A—81,254-81,254-100%$20.8M———
FIL Ltd
N/A—80,902-80,902-100%$20.7M———
CIBC Bancorp USA Inc.
N/A—78,849-78,849-100%$20.1M———
Hamilton Capital Partners Inc.
N/A—77,682-77,682-100%$19.9M———
Baird Financial Group, Inc.
N/A—75,224-75,224-100%$19.2M———
Mediolanum International Funds Ltd
N/A—74,247-74,247-100%$19.2M———
&partners
N/A—73,898-73,898-100%$18.9M———
Guggenheim Capital LLC
N/A—73,361-73,361-100%$18.8M———
Vanguard Personalized Indexing Management, LLC
N/A—73,142-73,142-100%$18.7M———
MetLife Investment Management, LLC
N/A—72,719-72,719-100%$18.6M———
CCM Investment Advisers LLC
N/A—72,639-72,639-100%$18.6M———
Van Eck Associates Corp
N/A—72,414-72,414-100%$18.5M———
Readystate Asset Management LP
N/A—72,208-72,208-100%$18.5M———
Rafferty Asset Management, LLC
N/A—69,771-69,771-100%$17.8M———
DnB Asset Management AS
N/A—69,757-69,757-100%$17.8M———
Pathstone Holdings, LLC
N/A—68,758-68,758-100%$17.6M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—66,941-66,941-100%$17.1M———
Woodline Partners LP
N/A—63,866-63,866-100%$16.3M———
BNP Paribas Asset Management Holding S.A.
N/A—62,527-62,527-100%$16.0M———
LGT Group Foundation
N/A—59,544-59,544-100%$15.2M———
Savant Capital, LLC
N/A—58,461-58,461-100%$14.6M———
Reaves W H & Co Inc
N/A—56,500-56,500-100%$14.4M———
Schroder Investment Management Group
N/A—56,228-56,228-100%$14.6M———
Capital Fund Management S.A.
N/A—56,096-56,096-100%$14.3M———
Eurizon Capital SGR S.p.A.
N/A—54,833-54,833-100%$14.1M———
World Investment Advisors
N/A—51,611-51,611-100%$12.6M———
Advisory Services Network, LLC
N/A—50,351-50,351-100%$12.9M———
Caxton Associates LLP
N/A—50,141-50,141-100%$12.8M———
Intech Investment Management LLC
N/A—48,916-48,916-100%$12.5M———
Tidal Investments LLC
N/A—47,589-47,589-100%$12.2M———
Northwestern Mutual Wealth Management Co
N/A—46,866-46,866-100%$12.0M———
Kingsview Wealth Management, LLC
N/A—46,371-46,371-100%$11.9M———
J. Goldman & Co LP
N/A—45,855-45,855-100%$11.7M———
Utah Retirement Systems
N/A—44,668-44,668-100%$11.4M———
British Columbia Investment Management Corp
N/A—44,239-44,239-100%$11.3M———
Police & Firemen's Retirement System of New Jersey
N/A—44,055-44,055-100%$11.3M———
Edgestream Partners, L.P.
N/A—44,017-44,017-100%$11.3M———
Huntington National Bank
N/A—43,918-43,918-100%$11.2M———
Arax Advisory Partners
N/A—43,887-43,887-100%$11.2M———
Voleon Capital Management LP
N/A—43,675-43,675-100%$11.2M———
BNP Paribas
N/A—43,411-43,411-100%$11.1M———
Tocqueville Asset Management L.P.
N/A—43,329-43,329-100%$11.1M———
Blair William & Co
N/A—43,095-43,095-100%$11.0M———
Capitolis Liquid Global Markets LLC
N/A—43,000-43,000-100%$11.0M———
Vega Investment Solutions
N/A—42,542-42,542-100%$11.1M———
VAN Lanschot Kempen Investment Management N.V.
N/A—41,681-41,681-100%$10.7M———
LMR Partners LLP
N/A—41,078-41,078-100%$10.5M———
LBP AM SA
N/A—40,836-40,836-100%$10.4M———
Cambria Investment Management, L.P.
N/A—40,591-40,591-100%$10.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—40,500-40,500-100%$10.4M———
Nomura Asset Management International Inc.
N/A—40,345-40,345-100%$10.3M———
Advisory Research Inc
N/A—40,268-40,268-100%$10.3M———
KKM Financial LLC
N/A—39,734-39,734-100%$10.2M———
Emerald Investment Advisers, LLC
N/A—39,635-39,635-100%$10.1M———
Nissay Asset Management Corp N
N/A—39,384-39,384-100%$10.1M———
Trexquant Investment LP
N/A—38,738-38,738-100%$9.9M———
Public Employees Retirement Association of Colorado
N/A—37,666-37,666-100%$9.6M———
Commerce Bank
N/A—37,646-37,646-100%$9.6M———
WS Management Lllp
N/A—37,378-37,378-100%$9.6M———
MAI Capital Management
N/A—37,044-37,044-100%$9.5M———
Pinebridge Investments LLC
N/A—36,905-36,905-100%$9.4M———
D. E. Shaw & Co., Inc.
N/A—36,535-36,535-100%$9.3M———
Winton Group Ltd
N/A—36,076-36,076-100%$9.2M———
RiverFront Investment Group, LLC
N/A—35,904-35,904-100%$9.2M———
MML Investors Services, LLC
N/A—35,448-35,448-100%$9.1M———
ING Groep NV
N/A—34,837-34,837-100%$8.9M———
Jupiter Topco LLC
N/A—34,264-34,264-100%$8.8M———
DCM Advisors, LLC
N/A—34,182-34,182-100%$8.7M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—33,718-33,718-100%$8.6M———
LGT Fund Management Co Ltd.
N/A—33,357-33,357-100%$8.5M———
Tulsa Wealth Advisors, Inc
N/A—33,017-33,017-100%$8.4M———
Omers Administration Corp
N/A—32,429-32,429-100%$8.3M———
Allstate Corp
N/A—32,161-32,161-100%$8.2M———
M&T Bank Corp
N/A—31,011-31,011-100%$7.9M———
Private Advisor Group, LLC
N/A—31,007-31,007-100%$7.9M———
Nomura Holdings Inc
N/A—30,532-30,532-100%$7.8M———
Federation des caisses Desjardins du Quebec
N/A—30,239-30,239-100%$7.7M———
Glenmede Trust Co NA
N/A—30,163-30,163-100%$7.7M———
Bessemer Group Inc
N/A—28,836-28,836-100%$7.4M———
Investment Management Corp of Ontario
N/A—28,572-28,572-100%$7.3M———
Thoroughbred Financial Services, LLC
N/A—28,553-28,553-100%$7.3M———
GHE, LLC
N/A—27,809-27,809-100%$7.1M———
Pinnacle Financial Partners, Inc.
N/A—27,785-27,785-100%$7.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—27,654-27,654-100%$7.1M———
Beacon Pointe Advisors, LLC
N/A—27,027-27,027-100%$6.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—25,533-25,533-100%$6.5M———
IEQ Capital, LLC
N/A—25,439-25,439-100%$6.5M———
Meridian Wealth Advisors, LLC
N/A—24,892-24,892-100%$6.4M———
FourThought Financial Partners, LLC
N/A—24,870-24,870-100%$6.4M———
TCW Group Inc
N/A—24,511-24,511-100%$6.3M———
Summit Trail Advisors, LLC
N/A—24,394-24,394-100%$6.2M———
Waverly Advisors, LLC
N/A—23,569-23,569-100%$6.0M———
Alyeska Investment Group, L.P.
N/A—23,391-23,391-100%$6.0M———
Whittier Trust Co of Nevada Inc
N/A—23,323-23,323-100%$6.2M———
Mizuho Securities USA LLC
N/A—22,855-22,855-100%$5.8M———
Sequoia Financial Advisors, LLC
N/A—22,789-22,789-100%$5.8M———
Bearing Point Capital, LLC
N/A—22,774-22,774-100%$5.8M———
Castleark Management LLC
N/A—22,400-22,400-100%$5.7M———
Dakota Wealth Management
N/A—22,196-22,196-100%$5.7M———
Rothschild Investment LLC
N/A—22,097-22,097-100%$5.6M———
Jane Street Group, LLC
N/A—22,062-22,062-100%$5.6M———
EP Wealth Advisors, LLC
N/A—22,038-22,038-100%$5.6M———
NorthCoast Asset Management LLC
N/A—20,763-20,763-100%$5.3M———
Saudi Central Bank
N/A—20,615-20,615-100%$5.3M———
Vident Advisory, LLC
N/A—20,606-20,606-100%$5.3M———
Foster & Motley Inc
N/A—20,536-20,536-100%$5.3M———
Cinctive Capital Management LP
N/A—20,441-20,441-100%$5.2M———
XTX Topco Ltd
N/A—20,116-20,116-100%$5.1M———
Lighthouse Investment Partners, LLC
N/A—19,983-19,983-100%$5.1M———
Coldstream Capital Management Inc
N/A—19,856-19,856-100%$5.1M———
Verition Fund Management LLC
N/A—19,796-19,796-100%$5.1M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—19,792-19,792-100%$5.1M———
Kennondale Capital Management LLC
N/A—19,718-19,718-100%$5.0M———
Alphadyne Asset Management LP
N/A—19,705-19,705-100%$5.0M———
QRG Capital Management, Inc.
N/A—19,518-19,518-100%$5.0M———
Energy Income Partners, LLC
N/A—19,213-19,213-100%$4.9M———
Laird Norton Wetherby Trust Company, LLC
N/A—19,181-19,181-100%$4.9M———
Kentucky Retirement Systems
N/A—18,983-18,983-100%$4.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—18,252-18,252-100%$4.7M———
Canada Post Corp Registered Pension Plan
N/A—18,126-18,126-100%$4.6M———
Q3 Asset Management
N/A—18,045-18,045-100%$4.6M———
Atlantic Union Bankshares Corp
N/A—18,027-18,027-100%$4.6M———
Empirical Finance, LLC
N/A—17,990-17,990-100%$4.6M———
Hancock Whitney Corp
N/A—17,847-17,847-100%$4.6M———
Allworth Financial LP
N/A—17,795-17,795-100%$4.5M———
Fisher Asset Management, LLC
N/A—17,368-17,368-100%$4.4M———
First Manhattan Co. Llc.
N/A—17,303-17,303-100%$4.4M———
Syon Capital LLC
N/A—17,273-17,273-100%$4.4M———
Accretive Wealth Partners, LLC
N/A—17,086-17,086-100%$4.4M———
Insigneo Advisory Services, LLC
N/A—16,934-16,934-100%$4.3M———
Stratos Wealth Partners, Ltd.
N/A—16,686-16,686-100%$4.3M———
Westwood Holdings Group Inc
N/A—16,635-16,635-100%$4.3M———
Orion Porfolio Solutions, LLC
N/A—16,612-16,612-100%$4.2M———
Metis Global Partners, LLC
N/A—16,345-16,345-100%$4.2M———
Caprock Group, LLC
N/A—16,116-16,116-100%$4.1M———
West Michigan Advisors, LLC
N/A—16,002-16,002-100%$4.1M———
Diversified Trust Co
N/A—15,992-15,992-100%$4.1M———
Dynasty Wealth Management, LLC
N/A—15,691-15,691-100%$4.0M———
United Capital Financial Advisors, LLC
N/A—15,593-15,593-100%$4.0M———
Railway Pension Investments Ltd
N/A—15,200-15,200-100%$3.9M———
Callan Family Office, LLC
N/A—15,025-15,025-100%$3.8M———
Leavell Investment Management, Inc.
N/A—15,007-15,007-100%$3.8M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—15,000-15,000-100%$3.8M———
Miller Capital Partners, Inc.
N/A—14,892-14,892-100%$3.8M———
Focus Partners Advisor Solutions, LLC
N/A—14,841-14,841-100%$3.8M———
Integrated Wealth Concepts LLC
N/A—14,755-14,755-100%$3.8M———
Level Four Advisory Services, LLC
N/A—14,746-14,746-100%$3.8M———
Northwest & Ethical Investments L.P.
N/A—14,741-14,741-100%$3.8M———
Ingalls & Snyder LLC
N/A—14,694-14,694-100%$3.8M———
Aventail Capital Group, LP
N/A—14,621-14,621-100%$3.7M———
New Age Alpha Advisors, LLC
N/A—14,605-14,605-100%$3.7M———
Baker Avenue Asset Management, LP
N/A—14,487-14,487-100%$3.7M———
Easterly Investment Partners LLC
N/A—14,314-14,314-100%$3.7M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—14,254-14,254-100%$3.6M———
CSM Advisors, LLC
N/A—14,178-14,178-100%$3.6M———
Runnymede Capital Advisors, Inc.
N/A—14,173-14,173-100%$3.6M———
Norinchukin Bank, The
N/A—13,996-13,996-100%$3.6M———
Quadrature Capital Ltd
N/A—13,788-13,788-100%$3.5M———
Wills Financial Group LLC
N/A—13,704-13,704-100%$3.5M———
CI Investments Inc.
N/A—13,629-13,629-100%$3.5M———
Merit Financial Group, LLC
N/A—13,496-13,496-100%$3.5M———
UMB Bank, n.a.
N/A—13,166-13,166-100%$3.4M———
Optiver Holding B.V.
N/A—13,002-13,002-100%$3.3M———
Bartlett & Co. Wealth Management LLC
N/A—12,947-12,947-100%$3.3M———
Choate Investment Advisors
N/A—12,863-12,863-100%$3.3M———
Global Retirement Partners, LLC
N/A—12,769-12,769-100%$3.3M———
Ballentine Partners, LLC
N/A—12,739-12,739-100%$3.3M———
Meeder Advisory Services, Inc.
N/A—12,462-12,462-100%$3.2M———
Cresset Asset Management, LLC
N/A—12,434-12,434-100%$3.2M———
Prosperity Consulting Group, LLC
N/A—12,429-12,429-100%$3.2M———
Johnson Investment Counsel Inc
N/A—12,345-12,345-100%$3.2M———
Brown Brothers Harriman & Co
N/A—12,317-12,317-100%$3.1M———
Infrastructure Capital Advisors, LLC
N/A—12,236-12,236-100%$3.1M———
Berry Wealth Group, LP
N/A—12,222-12,222-100%$3.1M———
Aptus Capital Advisors, LLC
N/A—12,179-12,179-100%$3.1M———
Texas Yale Capital Corp.
N/A—11,775-11,775-100%$3.0M———
Institute for Wealth Management, Llc.
N/A—11,455-11,455-100%$2.9M———
Harbour Investments, Inc.
N/A—11,440-11,440-100%$2.9M———
Mufg Securities Emea plc
N/A—11,427-11,427-100%$2.9M———
Bleakley Financial Group, LLC
N/A—11,250-11,250-100%$2.9M———
Susquehanna Portfolio Strategies, LLC
N/A—11,147-11,147-100%$2.8M———
Centric Wealth Management
N/A—11,096-11,096-100%$2.8M———
Principal Securities, Inc.
N/A—11,094-11,094-100%$2.8M———
Kovack Advisors, Inc.
N/A—11,035-11,035-100%$2.8M———
Ossiam
N/A—10,926-10,926-100%$2.8M———
AE Wealth Management LLC
N/A—10,822-10,822-100%$2.8M———
Trustmark Bank Trust Department
N/A—10,789-10,789-100%$2.8M———
Stonebrook Private Inc.
N/A—10,770-10,770-100%$2.8M———
Horizon Investments, LLC
N/A—10,679-10,679-100%$2.7M———
Scotia Capital Inc.
N/A—10,615-10,615-100%$2.7M———
Nicholas Investment Partners, LP
N/A—10,600-10,600-100%$2.7M———
Flputnam Investment Management Co
N/A—10,457-10,457-100%$2.7M———
Qsemble Capital Management, LP
N/A—10,298-10,298-100%$2.6M———
Arkadios Wealth Advisors
N/A—10,236-10,236-100%$2.6M———
LOM Asset Management Ltd
N/A—10,142-10,142-100%$2.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,090-10,090-100%$2.6M———
Winthrop Partners - WNY, LLC
N/A—10,084-10,084-100%$2.6M———
Pinnbrook Capital Management LP
N/A—10,038-10,038-100%$2.6M———
Jupiter Wealth Management LLC
N/A—10,000-10,000-100%$2.6M———
Clearstead Advisors, LLC
N/A—9,942-9,942-100%$2.5M———
Calton & Associates, Inc.
N/A—9,908-9,908-100%$2.5M———
Advisors Asset Management, Inc.
N/A—9,888-9,888-100%$2.5M———
Meiji Yasuda Asset Management Co Ltd.
N/A—9,674-9,674-100%$2.5M———
ForthRight Wealth Management, LLC
N/A—9,602-9,602-100%$2.5M———
Erste Asset Management GmbH
N/A—9,580-9,580-100%$2.5M———
Ramirez Asset Management, Inc.
N/A—9,478-9,478-100%$2.4M———
Freestone Capital Holdings, LLC
N/A—9,444-9,444-100%$2.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—9,360-9,360-100%$2.4M———
Curi Capital, LLC
N/A—9,353-9,353-100%$2.4M———
Stock Yards Bank & Trust Co
N/A—9,262-9,262-100%$2.4M———
Mutual Advisors, LLC
N/A—9,141-9,141-100%$2.3M———
Balyasny Asset Management L.P.
N/A—9,069-9,069-100%$2.3M———
Atlanta Consulting Group Advisors, LLC
N/A—9,036-9,036-100%$2.3M———
Manning & Napier Advisors LLC
N/A—9,004-9,004-100%$2.3M———
Independent Advisor Alliance
N/A—8,985-8,985-100%$2.3M———
Argent Trust Co
N/A—8,984-8,984-100%$2.3M———
Lowe Brockenbrough & Co Inc
N/A—8,933-8,933-100%$2.3M———
Ancora Advisors LLCA
N/A—8,918-8,918-100%$2.3M———
Mufg Securities Americas Inc.
N/A—8,793-8,793-100%$2.2M———
Meiji Yasuda Life Insurance Co
N/A—8,783-8,783-100%$2.2M———
IHT Wealth Management, LLC
N/A—8,776-8,776-100%$2.2M———
Keystone Financial Group
N/A—8,770-8,770-100%$2.2M———
Aspire Growth Partners LLC
N/A—8,761-8,761-100%$2.2M———
Banque Cantonale Vaudoise
N/A—8,760-8,760-100%$2.2M———
Smartleaf Asset Management LLC
N/A—8,643-8,643-100%$2.2M———
Groupama Asset Managment
N/A—8,620-8,620-100%$2.2M———
Equitable Holdings, Inc.
N/A—8,480-8,480-100%$2.2M———
Dana Investment Advisors, Inc.
N/A—8,300-8,300-100%$2.1M———
Peak Planning Group, LLC
N/A—8,252-8,252-100%$2.1M———
Advisory Alpha, LLC
N/A—7,968-7,968-100%$2.0M———
Danske Bank A/S
N/A—7,889-7,889-100%$2.0M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—7,878-7,878-100%$2.0M———
Securian Asset Management, Inc
N/A—7,758-7,758-100%$2.4M———
Denali Advisors LLC
N/A—7,723-7,723-100%$2.0M———
Liberty Square Wealth Partners LLC
N/A—7,530-7,530-100%$1.9M———
Checchi Capital Advisers, LLC
N/A—7,505-7,505-100%$1.9M———
Mizuho Markets Cayman LP
N/A—7,498-7,498-100%$1.9M———
USS Investment Management Ltd
N/A—7,466-7,466-100%$1.9M———
Oceanic Investment Management LTD
N/A—7,462-7,462-100%$1.9M———
Weaver C. Barksdale & Associates, Inc.
N/A—7,427-7,427-100%$1.9M———
WealthShield Partners, LLC
N/A—7,317-7,317-100%$1.9M———
SageView Advisory Group, LLC
N/A—7,218-7,218-100%$1.8M———
Vestcor Inc
N/A—7,136-7,136-100%$1.8M———
F/m Investments LLC
N/A—7,120-7,120-100%$1.8M———
Snowden Capital Advisors LLC
N/A—7,056-7,056-100%$1.8M———
Shufro Rose & Co LLC
N/A—7,018-7,018-100%$1.8M———
Cary Street Partners Financial LLC
N/A—7,012-7,012-100%$1.8M———
Havemeyer Place LP
N/A—6,984-6,984-100%$1.8M———
Gamco Investors, Inc. ET AL
N/A—6,958-6,958-100%$1.8M———
Moneta Group Investment Advisors LLC
N/A—6,948-6,948-100%$1.8M———
Stephens Inc
N/A—6,858-6,858-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—6,845-6,845-100%$1.8M———
Nicolet Bankshares Inc
N/A—6,810-6,810-100%$1.8M———
Whittier Trust Co
N/A—6,676-6,676-100%$1.8M———
Keynote Financial Services LLC
N/A—6,669-6,669-100%$1.7M———
Hilltop Holdings Inc.
N/A—6,656-6,656-100%$1.7M———
Clark Capital Management Group, Inc.
N/A—6,631-6,631-100%$1.7M———
Daiichi Life Insurance Co., Ltd.
N/A—6,525-6,525-100%$1.7M———
Rodgers Brothers Inc.
N/A—6,510-6,510-100%$1.7M———
Great Lakes Advisors, LLC
N/A—6,444-6,444-100%$1.6M———
Hillsdale Investment Management Inc.
N/A—6,370-6,370-100%$1.6M———
Brown Advisory Inc
N/A—6,321-6,321-100%$1.6M———
Systematic Alpha Investments, LLC
N/A—6,315-6,315-100%$1.6M———
RiverGlades Family Offices LLC
N/A—6,300-6,300-100%$1.6M———
Benjamin Edwards Inc
N/A—6,293-6,293-100%$1.6M———
Resurgent Financial Advisors LLC
N/A—6,292-6,292-100%$1.6M———
Composition Wealth, LLC
N/A—6,144-6,144-100%$1.6M———
49 Wealth Management, LLC
N/A—6,073-6,073-100%$1.6M———
Alongside, LLC
N/A—6,073-6,073-100%$1.6M———
PCM Encore, LLC
N/A—6,049-6,049-100%$1.5M———
Prudential PLC
N/A—6,036-6,036-100%$1.5M———
Silvercrest Asset Management Group LLC
N/A—5,907-5,907-100%$1.5M———
Personal CFO Solutions, LLC
N/A—5,905-5,905-100%$1.5M———
Peapack Gladstone Financial Corp
N/A—5,898-5,898-100%$1.5M———
Bradley Foster & Sargent Inc
N/A—5,866-5,866-100%$1.5M———
Vectors Research Management, LLC
N/A—5,850-5,850-100%$1.5M———
Wealthspire Advisors, LLC
N/A—5,847-5,847-100%$1.5M———
Buckley Wealth Management, LLC
N/A—5,800-5,800-100%$1.5M———
Tower Bridge Advisors
N/A—5,800-5,800-100%$1.5M———
Moors & Cabot, Inc.
N/A—5,768-5,768-100%$1.5M———
Mission Creek Capital Partners, Inc.
N/A—5,749-5,749-100%$219.9K———
Trivium Point Advisory, LLC
N/A—5,741-5,741-100%$1.5M———
Capital Advisors Inc
N/A—5,657-5,657-100%$1.4M———
Duncan Williams Asset Management, LLC
N/A—5,561-5,561-100%$1.4M———
Harvest Fund Management Co., Ltd
N/A—5,533-5,533-100%$1.4M———
NewEdge Wealth, LLC
N/A—5,470-5,470-100%$1.4M———
RWA Wealth Partners, LLC
N/A—5,469-5,469-100%$1.4M———
CVA Family Office, LLC
N/A—5,423-5,423-100%$1.4M———
Frec Markets, Inc.
N/A—5,402-5,402-100%$1.4M———
Simmons Bank
N/A—5,388-5,388-100%$1.4M———
Summit Financial, LLC
N/A—5,380-5,380-100%$1.4M———
Intrust Bank NA
N/A—5,380-5,380-100%$1.4M———
Quotient Wealth Partners, LLC
N/A—5,317-5,317-100%$1.4M———
DRW Securities, LLC
N/A—5,241-5,241-100%$1.3M———
Dynamic Technology Lab Private Ltd
N/A—5,230-5,230-100%$1.3M———
Horizon Kinetics Asset Management LLC
N/A—5,202-5,202-100%$1.3M———
Mount Lucas Management LP
N/A—5,164-5,164-100%$1.3M———
Shelton Capital Management
N/A—5,159-5,159-100%$1.3M———
Savvy Advisors, Inc.
N/A—5,158-5,158-100%$1.3M———
Magnolia Capital Advisors LLC
N/A—5,142-5,142-100%$1.3M———
Freestone Grove Partners LP
N/A—5,113-5,113-100%$1.3M———
Landscape Capital Management, L.L.C.
N/A—5,091-5,091-100%$1.3M———
Rehmann Capital Advisory Group
N/A—4,971-4,971-100%$1.3M———
Pure Financial Advisors, LLC
N/A—4,898-4,898-100%$1.3M———
PFG Investments, LLC
N/A—4,869-4,869-100%$1.2M———
One Capital Management, LLC
N/A—4,789-4,789-100%$1.2M———
First Wilshire Securities Management Inc
N/A—4,786-4,786-100%$1.2M———
Regal Investment Advisors LLC
N/A—4,763-4,763-100%$1.2M———
SVB Wealth LLC
N/A—4,758-4,758-100%$1.2M———
Foundations Investment Advisors, LLC
N/A—4,752-4,752-100%$1.2M———
Integrated Quantitative Investments LLC
N/A—4,689-4,689-100%$1.2M———
Lombard Odier Asset Management (Switzerland) SA
N/A—4,666-4,666-100%$1.2M———
Catalyst Funds Management Pty Ltd
N/A—4,650-4,650-100%$1.2M———
Valmark Advisers, Inc.
N/A—4,638-4,638-100%$1.2M———
Kintra Wealth, LLC
N/A—4,628-4,628-100%$1.6M———
Graham Capital Management, L.P.
N/A—4,624-4,624-100%$1.2M———
Osmosis Investment Management UK Ltd
N/A—4,610-4,610-100%$1.2M———
Redwood Investment Management, LLC
N/A—4,525-4,525-100%$1.2M———
SCS Capital Management LLC
N/A—4,515-4,515-100%$1.2M———
Kapstone Financial Advisors LLC
N/A—4,490-4,490-100%$1.1M———
Boothbay Fund Management, LLC
N/A—4,482-4,482-100%$1.1M———
Catalyst Financial Partners LLC
N/A—4,465-4,465-100%$1.1M———
Advisors Capital Management, LLC
N/A—4,434-4,434-100%$1.1M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—4,421-4,421-100%$1.1M———
Kesler, Norman & Wride, LLC
N/A—4,411-4,411-100%$1.1M———
Tower Research Capital LLC (TRC)
N/A—4,382-4,382-100%$1.1M———
HBK Sorce Advisory LLC
N/A—4,347-4,347-100%$1.3M———
1ST Source Bank
N/A—4,299-4,299-100%$1.1M———
Two Sigma Securities, LLC
N/A—4,285-4,285-100%$1.1M———
Legacy Financial Advisors, Inc.
N/A—4,264-4,264-100%$1.1M———
Belpointe Asset Management LLC
N/A—4,241-4,241-100%$1.1M———
Hantz Financial Services, Inc.
N/A—4,179-4,179-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—4,096-4,096-100%$1.0M———
Kavar Capital Partners Group, LLC
N/A—4,062-4,062-100%$1.0M———
Dorsey & Whitney Trust Co LLC
N/A—4,009-4,009-100%$1.0M———
SageGuard Financial Group, LLC
N/A—3,982-3,982-100%$1.0M———
Invst, LLC
N/A—3,867-3,867-100%$988.8K———
CreativeOne Wealth, LLC
N/A—3,863-3,863-100%$987.5K———
Lavaca Capital LLC
N/A—3,802-3,802-100%$972.1K———
Qtron Investments LLC
N/A—3,791-3,791-100%$969.2K———
Ameritas Advisory Services, LLC
N/A—3,688-3,688-100%$942.9K———
Tudor Financial Inc.
N/A—3,665-3,665-100%$936.9K———
Whalerock Point Partners, LLC
N/A—3,622-3,622-100%$926.0K———
SouthState Bank Corp
N/A—3,592-3,592-100%$918.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,591-3,591-100%$918.3K———
Atom Investors LP
N/A—3,566-3,566-100%$911.7K———
Allianz SE
N/A—3,558-3,558-100%$909.7K———
Heartland Bank & Trust Co
N/A—3,551-3,551-100%$907.9K———
MRP Capital Investments, LLC
N/A—3,525-3,525-100%$901.2K———
IFG Advisory, LLC
N/A—3,499-3,499-100%$894.5K———
Ausdal Financial Partners, Inc.
N/A—3,499-3,499-100%$894.5K———
SIG Brokerage, LP
N/A—3,493-3,493-100%$893.1K———
Cozad Asset Management Inc
N/A—3,483-3,483-100%$890.5K———
Spreng Capital Management, Inc.
N/A—3,472-3,472-100%$887.7K———
Harbour Wealth Management Group, Inc.
N/A—3,466-3,466-100%$886.3K———
Modern Wealth Management, LLC
N/A—3,461-3,461-100%$884.6K———
Alan B Lancz & Associates, Inc.
N/A—3,450-3,450-100%$882.1K———
Siemens Fonds Invest GmbH
N/A—3,410-3,410-100%$871.8K———
LeClair Wealth Partners LLC
N/A—3,387-3,387-100%$865.9K———
Amova Asset Management Americas, Inc.
N/A—3,352-3,352-100%$856.3K———
Pine Valley Investments Ltd Liability Co
N/A—3,338-3,338-100%$853.4K———
Atlas Capital Advisors Inc.
N/A—3,322-3,322-100%$849.3K———
Fidelis Capital Partners, LLC
N/A—3,314-3,314-100%$847.3K———
Smith, Moore & Co.
N/A—3,301-3,301-100%$843.9K———
Sienna Gestion
N/A—3,292-3,292-100%$862.9K———
Destination Wealth Management
N/A—3,290-3,290-100%$841.2K———
Gateway Wealth Partners, LLC
N/A—3,246-3,246-100%$830.0K———
OneAscent Financial Services LLC
N/A—3,243-3,243-100%$829.0K———
CastleKnight Management LP
N/A—3,200-3,200-100%$818.1K———
Elgethun Capital Management
N/A—3,192-3,192-100%$816.1K———
Alteri Wealth LLC
N/A—3,179-3,179-100%$812.7K———
Red Door Wealth Management, LLC
N/A—3,169-3,169-100%$810.2K———
one8zero8, LLC
N/A—3,156-3,156-100%$806.8K———
Stratos Wealth Advisors, LLC
N/A—3,147-3,147-100%$804.6K———
Hardy Reed LLC
N/A—3,095-3,095-100%$791.3K———
Fiduciary Trust Co
N/A—3,071-3,071-100%$785.1K———
Azimuth Capital Investment Management LLC
N/A—3,064-3,064-100%$783.4K———
Aldebaran Financial Inc.
N/A—3,063-3,063-100%$783.1K———
Broadwater Capital Management LLC
N/A—3,050-3,050-100%$779.8K———
NorthRock Partners, LLC
N/A—3,025-3,025-100%$773.5K———
Centennial Bank
N/A—2,947-2,947-100%$753.5K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,946-2,946-100%$753.2K———
Coastal Bridge Advisors, LLC
N/A—2,939-2,939-100%$751.3K———
WealthTrust Axiom LLC
N/A—2,902-2,902-100%$741.9K———
Vista Investment Management
N/A—2,888-2,888-100%$738.4K———
Bollard Group LLC
N/A—2,875-2,875-100%$735.0K———
Petra Financial Advisors Inc
N/A—2,869-2,869-100%$733.6K———
GeoWealth Management, LLC
N/A—2,867-2,867-100%$733.1K———
Legacy Trust
N/A—2,866-2,866-100%$732.8K———
Douglass Winthrop Advisors, LLC
N/A—2,854-2,854-100%$729.7K———
Empirical Asset Management, LLC
N/A—2,853-2,853-100%$729.4K———
Wisconsin Capital Management LLC
N/A—2,850-2,850-100%$728.7K———
Geneos Wealth Management Inc.
N/A—2,835-2,835-100%$724.8K———
Evercore Wealth Management, LLC
N/A—2,828-2,828-100%$723.0K———
BankPlus Trust Department
N/A—2,804-2,804-100%$716.9K———
Henson-Edgewater Management, LLC
N/A—2,795-2,795-100%$973.4K———
Vestmark Advisory Solutions, Inc.
N/A—2,768-2,768-100%$707.6K———
Core Alternative Capital
N/A—2,731-2,731-100%$698.1K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—2,719-2,719-100%$695.2K———
Crux Wealth Advisors
N/A—2,718-2,718-100%$694.9K———
Cladis Investment Advisory, LLC
N/A—2,674-2,674-100%$683.7K———
Lifeworks Advisors, LLC
N/A—2,671-2,671-100%$682.9K———
Evolve Private Wealth, LLC
N/A—2,633-2,633-100%$673.3K———
Waddell & Associates, LLC
N/A—2,621-2,621-100%$670.1K———
44 Wealth Management LLC
N/A—2,616-2,616-100%$668.8K———
Allred Capital Management, LLC
N/A—2,579-2,579-100%$659.4K———
Auxano Advisors, LLC
N/A—2,568-2,568-100%$656.6K———
Stembrook Asset Management, LLC
N/A—2,556-2,556-100%$653.5K———
Ameritas Investment Partners, Inc.
N/A—2,554-2,554-100%$653.1K———
L2 Asset Management, LLC
N/A—2,544-2,544-100%$650.4K———
LaSalle St. Investment Advisors, LLC
N/A—2,543-2,543-100%$650.2K———
FWG Holdings, LLC
N/A—2,535-2,535-100%$783.8K———
SBI Okasan Asset Management Co.Ltd.
N/A—2,500-2,500-100%$648.1K———
Owlhouse Capital LP
N/A—2,500-2,500-100%$639.2K———
Smithfield Trust Co
N/A—2,494-2,494-100%$638.0K———
Empower Advisory Group, LLC
N/A—2,493-2,493-100%$637.4K———
JT Stratford LLC
N/A—2,464-2,464-100%$630.0K———
TRB Wealth Management, LLC
N/A—2,463-2,463-100%$629.7K———
denkapparat Operations GmbH
N/A—2,426-2,426-100%$620.3K———
Rexford Capital Inc
N/A—2,384-2,384-100%$609.5K———
Guardian Wealth Advisors, LLC / NC
N/A—2,380-2,380-100%$608.5K———
Northwest Bancshares, Inc.
N/A—2,370-2,370-100%$605.9K———
AdvisorShares Investments LLC
N/A—2,350-2,350-100%$600.8K———
CoreFirst Bank & Trust
N/A—2,334-2,334-100%$596.7K———
Uniting Wealth Partners, LLC
N/A—2,332-2,332-100%$596.2K———
Field & Main Bank
N/A—2,310-2,310-100%$590.6K———
Cardiff Park Advisors, LLC
N/A—2,310-2,310-100%$590.6K———
Western Wealth Management, LLC
N/A—2,302-2,302-100%$588.5K———
MorganRosel Wealth Management, LLC
N/A—2,294-2,294-100%$586.5K———
Great Valley Advisor Group, Inc.
N/A—2,270-2,270-100%$580.7K———
Dauntless Investment Group, LLC
N/A—2,264-2,264-100%$578.8K———
Davis R M Inc
N/A—2,264-2,264-100%$578.7K———
Athena Investment Management
N/A—2,246-2,246-100%$574.2K———
Zhang Financial LLC
N/A—2,237-2,237-100%$572.0K———
Keel Point, LLC
N/A—2,230-2,230-100%$570.2K———
Pallas Capital Advisors LLC
N/A—2,224-2,224-100%$568.6K———
Peregrine Asset Advisers, Inc.
N/A—2,217-2,217-100%$566.8K———
Sanchez Levi Garrett
N/A—2,198-2,198-100%$562.0K———
Oxbow Advisors, LLC
N/A—2,183-2,183-100%$558.1K———
Resolute Wealth Strategies, LLC
N/A—2,138-2,138-100%$546.6K———
HHM Wealth Advisors, LLC
N/A—2,137-2,137-100%$546.3K———
MQS Management LLC
N/A—2,133-2,133-100%$545.3K———
Commerzbank Aktiengesellschaft
N/A—2,130-2,130-100%$545.0K———
Tiaa Wealth Investment Management LLC
N/A—2,112-2,112-100%$540.5K———
Silver OAK Securities, Incorporated
N/A—2,105-2,105-100%$538.2K———
Essex Financial Services, Inc.
N/A—2,098-2,098-100%$536.3K———
Ironwood Investment Counsel, LLC
N/A—2,084-2,084-100%$532.8K———
Spinnaker Trust
N/A—2,083-2,083-100%$532.6K———
Basecamp Wealth Advisors LLC
N/A—2,067-2,067-100%$528.5K———
Retirement Planning Group, LLC / NY
N/A—2,041-2,041-100%$521.8K———
Main Street Financial Solutions, LLC
N/A—2,021-2,021-100%$516.7K———
Fourth Dimension Wealth, LLC
N/A—2,016-2,016-100%$515.4K———
Sfmg, LLC
N/A—1,957-1,957-100%$500.3K———
City National Bank of Florida
N/A—1,953-1,953-100%$499.3K———
BFC Planning, Inc.
N/A—1,951-1,951-100%$498.8K———
Lcnb Corp
N/A—1,949-1,949-100%$498.3K———
Engineers Gate Manager LP
N/A—1,941-1,941-100%$496.3K———
Everpar Advisors LLC
N/A—1,941-1,941-100%$496.3K———
Chesapeake Wealth Management
N/A—1,939-1,939-100%$495.7K———
Capstone Financial Advisors, Inc.
N/A—1,938-1,938-100%$495.5K———
Intellus Advisors LLC
N/A—1,935-1,935-100%$494.7K———
Picton Mahoney Asset Management
N/A—1,924-1,924-100%$491.9K———
Boston Family Office LLC
N/A—1,916-1,916-100%$490.0K———
Baader Bank Aktiengesellschaft
N/A—1,887-1,887-100%$482.4K———
Counterweight Ventures, LLC
N/A—1,887-1,887-100%$482.4K———
Sandro Wealth Management LLC
N/A—1,882-1,882-100%$481.3K———
Rowlandmiller & Partners.adv
N/A—1,876-1,876-100%$479.6K———
Royal Capital Wealth Management, LLC
N/A—1,860-1,860-100%$475.5K———
Proficio Capital Partners LLC
N/A—1,860-1,860-100%$475.6K———
Cambient Family Office, LLC
N/A—1,859-1,859-100%$475.3K———
Ostrum Asset Management
N/A—1,858-1,858-100%$475.0K———
PIN OAK Investment Advisors Inc
N/A—1,839-1,839-100%$470.0K———
Philadelphia Investment Partners, LLC
N/A—1,838-1,838-100%$655.0K———
Saranac Partners Ltd
N/A—1,826-1,826-100%$466.9K———
Pitcairn Wealth Advisors LLC
N/A—1,822-1,822-100%$465.8K———
First American Trust, FSB
N/A—1,772-1,772-100%$452.9K———
One Wealth Advisors, LLC
N/A—1,766-1,766-100%$451.5K———
Fielder Capital Group LLC
N/A—1,763-1,763-100%$450.8K———
Townsquare Capital LLC
N/A—1,759-1,759-100%$449.7K———
McMillan Office, Inc.
N/A—1,750-1,750-100%$447.4K———
River Wealth Advisors LLC
N/A—1,720-1,720-100%$439.9K———
OneAscent Wealth Management LLC
N/A—1,716-1,716-100%$438.7K———
Ruedi Wealth Management, Inc.
N/A—1,714-1,714-100%$438.1K———
Heritage Trust Co
N/A—1,701-1,701-100%$434.9K———
C M Bidwell & Associates LTD
N/A—1,691-1,691-100%$432.3K———
Bridgewater Advisors Inc.
N/A—1,677-1,677-100%$405.5K———
Florida Financial Advisors, LLC
N/A—1,675-1,675-100%$429.0K———
American Alpha Advisors, LLC
N/A—1,667-1,667-100%$426.2K———
Transamerica Financial Advisors, LLC
N/A—1,662-1,662-100%$425.0K———
VeraBank, N.A.
N/A—1,648-1,648-100%$421.3K———
USA Financial Formulas
N/A—1,636-1,636-100%$418.3K———
Zions Bancorporation, National Association
N/A—1,629-1,629-100%$416.5K———
Cannell & Spears LLC
N/A—1,619-1,619-100%$413.9K———
Pettyjohn, Wood & White, Inc
N/A—1,618-1,618-100%$413.7K———
Quent Capital, LLC
N/A—1,617-1,617-100%$413.5K———
Range Advisory, LLC
N/A—1,617-1,617-100%$413.4K———
Drucker Wealth 3.0, LLC
N/A—1,615-1,615-100%$413.0K———
Polymer Capital Management (US) LLC
N/A—1,583-1,583-100%$404.7K———
Werba Rubin Papier Wealth Management
N/A—1,576-1,576-100%$402.9K———
Circle Wealth Management, LLC
N/A—1,562-1,562-100%$399.4K———
SlateStone Wealth, LLC
N/A—1,527-1,527-100%$390.0K———
Southeast Asset Advisors, LLC
N/A—1,525-1,525-100%$389.9K———
Northstar Group, Inc.
N/A—1,519-1,519-100%$388.4K———
White Pine Capital LLC
N/A—1,510-1,510-100%$386.1K———
Rathbones Group PLC
N/A—1,509-1,509-100%$385.8K———
Prelude Capital Management, LLC
N/A—1,501-1,501-100%$383.8K———
Haverford Trust Co
N/A—1,500-1,500-100%$383.5K———
Bramshill Investments, LLC
N/A—1,500-1,500-100%$383.5K———
North Star Asset Management Inc
N/A—1,469-1,469-100%$375.6K———
Ethos Financial Group, LLC
N/A—1,457-1,457-100%$449.8K———
Summit Wealth Partners, LLC
N/A—1,454-1,454-100%$371.7K———
Zuckerman Investment Group, LLC
N/A—1,434-1,434-100%$366.6K———
First Financial Bankshares Inc
N/A—1,428-1,428-100%$365.1K———
Bragg Financial Advisors, Inc
N/A—1,422-1,422-100%$363.6K———
Howe & Rusling Inc
N/A—1,421-1,421-100%$363.3K———
Fullerton Fund Management Co Ltd.
N/A—1,407-1,407-100%$359.7K———
Nwam LLC
N/A—1,404-1,404-100%$359.0K———
Fiduciary Group, LLC
N/A—1,399-1,399-100%$357.7K———
Ponta Wealth Partners, LLC
N/A—1,396-1,396-100%$356.9K———
Mairs & Power Inc
N/A—1,390-1,390-100%$355.4K———
Signet Private Wealth LLC
N/A—1,388-1,388-100%$354.9K———
Sky-Mountain Capital Management, Inc.
N/A—1,384-1,384-100%$353.8K———
Financial Engines Advisors L.L.C.
N/A—1,378-1,378-100%$352.3K———
Sovereign Financial Group, Inc.
N/A—1,377-1,377-100%$352.1K———
Prostatis Group LLC
N/A—1,377-1,377-100%$352.1K———
Maridea Wealth Management LLC
N/A—1,373-1,373-100%$351.1K———
Lansing Street Advisors
N/A—1,360-1,360-100%$347.7K———
OneAscent Family Office, LLC
N/A—1,358-1,358-100%$347.2K———
AssuredPartners Investment Advisors, LLC
N/A—1,351-1,351-100%$345.4K———
Prasad Wealth Partners, LLC
N/A—1,345-1,345-100%$344.0K———
Channel Wealth LLC
N/A—1,342-1,342-100%$343.1K———
Daner Wealth Management, LLC
N/A—1,341-1,341-100%$477.8K———
Unifi Asset Management LP
N/A—1,332-1,332-100%$340.6K———
Barr E S & Co
N/A—1,319-1,319-100%$337.2K———
Orographic Financial Advisors, LLC
N/A—1,316-1,316-100%$458———
Liberty Wealth Management LLC
N/A—1,314-1,314-100%$320.6K———
JMN Financial LLC
N/A—1,312-1,312-100%$335.4K———
Alaethes Wealth, LLC
N/A—1,310-1,310-100%$334.9K———
Gladstone Institutional Advisory LLC
N/A—1,305-1,305-100%$333.7K———
Sound View Wealth Advisors Group, LLC
N/A—1,298-1,298-100%$331.9K———
Oxford Financial Group, Ltd. LLC
N/A—1,294-1,294-100%$330.8K———
Keating Financial Advisory Services, Inc.
N/A—1,294-1,294-100%$330.8K———
AlTi Global, Inc.
N/A—1,286-1,286-100%$328.8K———
Carson Advisory Inc.
N/A—1,269-1,269-100%$324.6K———
EagleClaw Capital Managment, LLC
N/A—1,250-1,250-100%$319.6K———
Sagewood Asset Management LP
N/A—1,244-1,244-100%$318.1K———
Matters Capital LLC
N/A—1,240-1,240-100%$317.0K———
Roundview Capital LLC
N/A—1,240-1,240-100%$317.0K———
Centaurus Financial, Inc.
N/A—1,226-1,226-100%$314.0K———
Renaissance Group LLC
N/A—1,225-1,225-100%$313.2K———
Delta Asset Management LLC
N/A—1,203-1,203-100%$307.6K———
Transcend Capital Advisors, LLC
N/A—1,200-1,200-100%$306.8K———
Defiance ETFs, LLC
N/A—1,190-1,190-100%$315.2K———
Addison Capital Co
N/A—1,186-1,186-100%$303.2K———
First National Advisers, LLC
N/A—1,178-1,178-100%$301.2K———
First Commonwealth Financial Corp
N/A—1,159-1,159-100%$296.3K———
Second Line Capital, LLC
N/A—1,149-1,149-100%$293.8K———
American Trust
N/A—1,148-1,148-100%$293.5K———
Arbor Trust Wealth Advisors, LLC
N/A—1,144-1,144-100%$292.5K———
1776 Wealth LLC
N/A—1,143-1,143-100%$292.2K———
Colonial Trust Co / SC
N/A—1,142-1,142-100%$292.0K———
Zacks Investment Management
N/A—1,130-1,130-100%$289.0K———
Delos Wealth Advisors, LLC
N/A—1,130-1,130-100%$288.9K———
GTS Securities LLC
N/A—1,129-1,129-100%$288.7K———
Phillips Wealth Planners LLC
N/A—1,119-1,119-100%$298.0K———
Mirabella Financial Services LLP
N/A—1,115-1,115-100%$285.1K———
Westshore Wealth, LLC
N/A—1,115-1,115-100%$285.1K———
HighPoint Advisor Group LLC
N/A—1,103-1,103-100%$282.0K———
Meadowbrook Advisors Group, LLC
N/A—1,100-1,100-100%$281.2K———
Fortress Private Ledger, LLC
N/A—1,100-1,100-100%$281.2K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,099-1,099-100%$281.0K———
Reliant Investment Partners, LLC
N/A—1,089-1,089-100%$278.4K———
Madison Wealth Partners, Inc
N/A—1,087-1,087-100%$277.9K———
Rothschild Wealth LLC
N/A—1,084-1,084-100%$277.1K———
Optas, LLC
N/A—1,073-1,073-100%$274.3K———
GSA Capital Partners LLP
N/A—1,070-1,070-100%$274.0K———
Indie Asset Partners, LLC
N/A—1,060-1,060-100%$271.0K———
Moment Partners, LLC
N/A—1,060-1,060-100%$271.0K———
Z3 Capital Partners, LLC
N/A—1,054-1,054-100%$269.6K———
Wealth Alliance, LLC
N/A—1,051-1,051-100%$268.7K———
Headinvest, LLC
N/A—1,050-1,050-100%$268.5K———
E Fund Management Co., Ltd.
N/A—1,045-1,045-100%$267.2K———
SHP Wealth Management
N/A—1,042-1,042-100%$266.5K———
Pgim Custom Harvest LLC
N/A—1,032-1,032-100%$263.9K———
Pinnacle Family Advisors, LLC
N/A—1,020-1,020-100%$260.7K———
Fukoku Mutual Life Insurance Co
N/A—1,019-1,019-100%$260.5K———
MJP Associates Inc
N/A—1,018-1,018-100%$260.4K———
Kiker Wealth Management, LLC
N/A—1,017-1,017-100%$260.0K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,016-1,016-100%$259.8K———
Summitry LLC
N/A—1,012-1,012-100%$258.7K———
Vista Capital Partners, Inc.
N/A—1,009-1,009-100%$258.0K———
Operose Advisors LLC
N/A—1,004-1,004-100%$256.7K———
Strategic Wealth Partners, Ltd.
N/A—1,001-1,001-100%$255.9K———
Kirkwood Financial Services
N/A—1,000-1,000-100%$255.7K———
Dimension Capital Management LLC
N/A—1,000-1,000-100%$255.7K———
Inspire Advisors, LLC
N/A—990-990-100%$253.9K———
Lester Murray Antman dba SimplyRich
N/A—984-984-100%$251.0K———
Perennial Investment Advisors, LLC
N/A—982-982-100%$251.1K———
Quarry LP
N/A—974-974-100%$249.0K———
Private Wealth Asset Management, LLC
N/A—972-972-100%$248.5K———
Bedel Financial Consulting, Inc.
N/A—967-967-100%$247.2K———
Mayflower Financial Advisors, LLC
N/A—955-955-100%$244.2K———
Sargent Investment Group, LLC
N/A—953-953-100%$243.7K———
Rock Point Advisors, LLC
N/A—950-950-100%$242.9K———
Roberts Glore & Co Inc
N/A—950-950-100%$242.9K———
Symphony Financial Services, Inc.
N/A—945-945-100%$241.7K———
Tyche Wealth Partners LLC
N/A—942-942-100%$240.8K———
Greenline Wealth Management LLC
N/A—941-941-100%$240.7K———
Stratos Investment Management, LLC
N/A—940-940-100%$240.5K———
Aurdan Capital Management, LLC
N/A—940-940-100%$240.3K———
TD Capital Management LLC
N/A—933-933-100%$238.5K———
Holistic Financial Partners
N/A—931-931-100%$238.0K———
Dorsey Wright & Associates
N/A—928-928-100%$237.3K———
Berger Financial Group, Inc
N/A—928-928-100%$237.3K———
Tortoise Investment Management, LLC
N/A—924-924-100%$236.3K———
Good Steward Wealth Advisors,LLC
N/A—922-922-100%$235.7K———
Wealthquest Corp
N/A—920-920-100%$235.2K———
BlackDiamond Wealth Management, LLC
N/A—915-915-100%$293.2K———
Rather & Kittrell, Inc.
N/A—912-912-100%$233.3K———
Wallace Advisory Group, LLC
N/A—911-911-100%$232.9K———
Bridges Investment Management Inc
N/A—906-906-100%$231.6K———
McLean Asset Management Corp
N/A—904-904-100%$286.2K———
Sequent Planning LLC
N/A—904-904-100%$231.2K———
Waterloo Capital, L.P.
N/A—901-901-100%$230.4K———
Thomasville National Bank
N/A—900-900-100%$230.1K———
West Family Investments, Inc.
N/A—900-900-100%$230.1K———
LRI Investments, LLC
N/A—895-895-100%$228.8K———
Pioneer Trust Bank N A
N/A—890-890-100%$227.5K———
Edmond de Rothschild Holding S.A.
N/A—885-885-100%$226.3K———
Christine Messmer PC
N/A—873-873-100%$223.3K———
Khazanah Nasional Berhad
N/A—873-873-100%$223.2K———
Drive Wealth Management, LLC
N/A—872-872-100%$222.9K———
Sandy Cove Advisors, LLC
N/A—871-871-100%$222.7K———
OneAscent Investment Solutions LLC
N/A—870-870-100%$222.4K———
Xcelsior Advisor Partners LLC
N/A—864-864-100%$220.9K———
Cornerstone Select Advisors, LLC
N/A—860-860-100%$219.9K———
Cahill Financial Advisors Inc
N/A—849-849-100%$217.1K———
Motco
N/A—846-846-100%$216.3K———
Cary Street Partners Investment Advisory LLC
N/A—845-845-100%$216.0K———
First Foundation Advisors
N/A—838-838-100%$214.4K———
Element Wealth, LLC
N/A—837-837-100%$214.1K———
Clarity Financial LLC
N/A—836-836-100%$213.7K———
Astoria Portfolio Advisors Llc.
N/A—829-829-100%$211.8K———
Advyzon Investment Management, LLC
N/A—826-826-100%$211.1K———
Berkshire Asset Management LLC
N/A—824-824-100%$210.7K———
New Republic Capital, LLC
N/A—824-824-100%$210.6K———
First National Bank & Trust Co of Newtown
N/A—820-820-100%$259.5K———
Marex Group Ltd
N/A—817-817-100%$208.9K———
Founders Financial Alliance, LLC
N/A—817-817-100%$208.8K———
Optimize Financial Inc.
N/A—817-817-100%$208.9K———
Sound Capital Solutions LLC
N/A—817-817-100%$208.9K———
Jackson Thornton Wealth Management, LLC
N/A—809-809-100%$206.8K———
Palisades Hudson Asset Management, L.P.
N/A—808-808-100%$204.0K———
Bull Harbor Capital LLC
N/A—808-808-100%$206.6K———
Hobbs Group Advisors, LLC
N/A—804-804-100%$205.7K———
Holderness Investments Co
N/A—802-802-100%$205.0K———
Wexford Capital LP
N/A—800-800-100%$204.5K———
Spartan Wealth Advisory Services LLC
N/A—799-799-100%$204.3K———
Cyber Hornet ETFs LLC
N/A—796-796-100%$203.5K———
Fortis Capital Advisors, LLC
N/A—793-793-100%$203.0K———
Greenwich Wealth Management LLC
N/A—789-789-100%$202.0K———
Chesapeake Asset Management LLC
N/A—787-787-100%$201.2K———
Yarger Wealth Strategies, LLC
N/A—784-784-100%$222.6K———
Omnia Family Wealth, LLC
N/A—784-784-100%$200.4K———
Monetary Management Group Inc
N/A—775-775-100%$198.1K———
Sittner & Nelson, LLC
N/A—770-770-100%$196.9K———
Colonial Trust Advisors
N/A—770-770-100%$196.8K———
Measured Wealth Private Client Group, LLC
N/A—711-711-100%$181.9K———
Community Bank, N.A.
N/A—678-678-100%$173.3K———
Toews Corp
N/A—675-675-100%$172.6K———
Copia Wealth Management
N/A—651-651-100%$166.4K———
Strategic Investment Advisors / MI
N/A—606-606-100%$155.0K———
Tradewinds, Llc.
N/A—604-604-100%$1.8M———
CNB Bank
N/A—560-560-100%$143.2K———
Winch Advisory Services, LLC
N/A—555-555-100%$142.0K———
Johnson Financial Group, Inc.
N/A—550-550-100%$140.6K———
Steigerwald, Gordon & Koch Inc.
N/A—544-544-100%$139.1K———
ST Germain D J Co Inc
N/A—525-525-100%$134.2K———
Point72 Asset Management, L.P.
N/A—523-523-100%$133.7K———
Wellington Grp LLC
N/A—516-516-100%$126.0K———
Bank of the Bluegrass & Trust Co.
N/A—500-500-100%$197.7K———
Silvant Capital Management LLC
N/A—496-496-100%$126.8K———
JPL Wealth Management, LLC
N/A—495-495-100%$126.6K———
Ameriflex Group, Inc.
N/A—489-489-100%$125.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—476-476-100%$121.8K———
Eurizon SLJ Capital Ltd
N/A—472-472-100%$120.7K———
IMA Advisory Services, Inc.
N/A—464-464-100%$118.6K———
Hills Bank & Trust Co
N/A—460-460-100%$117.6K———
Continuum Advisory, LLC
N/A—457-457-100%$116.8K———
GW&K Investment Management, LLC
N/A—439-439-100%$112.0K———
Swan Capital LLC
N/A—406-406-100%$103.8K———
Ogorek Anthony Joseph
N/A—402-402-100%$102.0K———
SOA Wealth Advisors, Llc.
N/A—389-389-100%$99.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—385-385-100%$98.4K———
Meramec Financial Planners, LLC
N/A—368-368-100%$114.9K———
EFG International AG
N/A—362-362-100%$92.6K———
Boyd Watterson Asset Management LLC
N/A—356-356-100%$91.0K———
Caldwell Sutter Capital, Inc.
N/A—339-339-100%$86.7K———
Tacita Capital Inc
N/A—321-321-100%$82.1K———
ESL Trust Services, LLC
N/A—300-300-100%$76.7K———
Prosperity Bancshares Inc
N/A—290-290-100%$74.1K———
Fiduciary Financial Advisors
N/A—280-280-100%$69.6K———
Vanguard National Trust Co
N/A—267-267-100%$68.3K———
Rialto Wealth Management, LLC
N/A—258-258-100%$66.0K———
Morse Asset Management, Inc
N/A—255-255-100%$65.2K———
Truvestments Capital LLC
N/A—243-243-100%$62.1K———
Meeder Asset Management Inc
N/A—229-229-100%$58.5K———
Prestige Wealth Management Group LLC
N/A—226-226-100%$57.8K———
Strategic Wealth Advisors LLC
N/A—223-223-100%$36———
BOK Financial Private Wealth, Inc.
N/A—218-218-100%$55.7K———
SIT Investment Associates Inc
N/A—216-216-100%$55.0K———
Dogwood Wealth Management LLC
N/A—215-215-100%$55.0K———
Financial Gravity Companies, Inc.
N/A—213-213-100%$54.5K———
IAG Wealth Partners, LLC
N/A—200-200-100%$51.1K———
Capital Analysts, LLC
N/A—200-200-100%$51.0K———
Allied Private Wealth LLC
N/A—200-200-100%$56.1K———
Board of the Pension Protection Fund
N/A—200-200-100%$51.1K———
Kerr Financial Planning Corp
N/A—199-199-100%$50.8K———
Glen Eagle Advisors, LLC
N/A—197-197-100%$50.4K———
Synergy Investment Management, LLC
N/A—195-195-100%$50.3K———
Millstone Evans Group, LLC
N/A—182-182-100%$46.5K———
Bogart Wealth, LLC
N/A—175-175-100%$44.7K———
Roble, Belko & Company, Inc
N/A—174-174-100%$44———
Bruce G. Allen Investments, LLC
N/A—169-169-100%$43.2K———
Crewe Advisors LLC
N/A—167-167-100%$42.7K———
Raffa Wealth Management, LLC
N/A—166-166-100%$42.4K———
Walleye Capital LLC
N/A—158-158-100%$40.4K———
Fortis Group Advisors, LLC
N/A—157-157-100%$40.1K———
Pinney & Scofield, Inc.
N/A—150-150-100%$38.4K———
Basepoint Wealth LLC
N/A—141-141-100%$36.0K———
Frazier Financial Advisors, LLC
N/A—141-141-100%$36.1K———
Cetera Trust Company, N.a
N/A—137-137-100%$35.0K———
Oakmont Advisory Group, LLC
N/A—130-130-100%$33.3K———
Coston, McIsaac & Partners
N/A—124-124-100%$31———
Kemnay Advisory Services Inc.
N/A—123-123-100%$31.4K———
Strive Financial Group,LLC
N/A—121-121-100%$30.9K———
Aster Capital Management (Difc) Ltd
N/A—111-111-100%$28.4K———
Caitlin John, LLC
N/A—100-100-100%$25.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—97-97-100%$24.8K———
MidFirst Bank
N/A—94-94-100%$24.0K———
Greykasell Wealth Strategies, Inc.
N/A—93-93-100%$23.8K———
Cornerstone Financial Management LLC
N/A—75-75-100%$19.2K———
Virtus Advisers, LLC
N/A—63-63-100%$16.1K———
Tidemark, LLC
N/A—62-62-100%$15.9K———
Park Place Capital Corp
N/A—59-59-100%$15.1K———
Clearstead Trust, LLC
N/A—57-57-100%$14.6K———
Leo H. Evart, Inc.
N/A—54-54-100%$13.7K———
Horizon Bancorp Inc
N/A—53-53-100%$14.0K———
Boreal Capital Management LLC
N/A—50-50-100%$12.8K———
Bravera Wealth
N/A—44-44-100%$11.2K———
Anchor Investment Management, LLC
N/A—44-44-100%$11.2K———
Mpwm Advisory Solutions, LLC
N/A—43-43-100%$10.9K———
Aventura Private Wealth, LLC
N/A—42-42-100%$10.7K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—41-41-100%$10.5K———
Orion Capital Management LLC
N/A—40-40-100%$10.2K———
Webster Bank, N. A.
N/A—39-39-100%$10.0K———
Kilter Group LLC
N/A—38-38-100%$9.7K———
Corsicana & Co.
N/A—37-37-100%$9.5K———
Dunhill Financial, LLC
N/A—37-37-100%$9.5K———
1015 Capital Partners, LLC
N/A—36-36-100%$9.2K———
Providence Capital Advisors, LLC
N/A—35-35-100%$8.9K———
Medallion Wealth Advisors, LLC
N/A—28-28-100%$7.2K———
Luminist Capital LLC
N/A—24-24-100%$6.1K———
Penserra Capital Management LLC
N/A—24-24-100%$6———
Timbuktu Capital Management, LLC
N/A—23-23-100%$5.9K———
HFM Investment Advisors, LLC
N/A—23-23-100%$5.9K———
WealthCollab, LLC
N/A—17-17-100%$4.3K———
Beaird Harris Wealth Management, LLC
N/A—17-17-100%$4.3K———
Hollencrest Capital Management
N/A—14-14-100%$3.6K———
Evelyn Partners Group Ltd
N/A—12-12-100%$3.1K———
Richard W. Paul & Associates, LLC
N/A—10-10-100%$2.6K———
Heritage Wealth Advisors
N/A—9-9-100%$2.3K———
Persistent Asset Partners Ltd
N/A—9-9-100%$2.3K———
Seneschal Advisors, LLC
N/A—7-7-100%$1.8K———
Marshall Investment Management, LLC
N/A—6-6-100%$1.5K———
Evolution Advisers, Inc.
N/A—5-5-100%$1———
Three Bearings Fiduciary Advisors, Inc.
N/A—5-5-100%$1.3K———
Atlantic Private Wealth, LLC
N/A—5-5-100%$1.3K———
Parallax Volatility Advisers, L.P.
N/A—3-3-100%$767———
Game Plan Financial Advisors, LLC
N/A—3-3-100%$767———
Peak6 LLC
N/A—2-2-100%$520———
N.E.W. Advisory Services LLC
N/A—2-2-100%$511———
Ross\johnson & Associates LLC
N/A—1-1-100%$256———
Sankala Group LLC
N/A—1-1-100%$365———
Highland Investment Advisors LLC
N/A—1-1-100%$256———
Godfrey Financial Associates, Inc.
N/A—1-1-100%$256———
Showing 2199 of 2199 institutions