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Marvell Technology Inc (MRVL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares21,684,849 from 21,126,096
Change+558,753 (+3%)
Value$5.7B (-$561.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares9,313,243 from 7,957,985
Change+1,355,258 (+17%)
Value$2.5B (+$90.0M)
Filed 2026-11-05
Amundi
INCREASED
Shares8,456,992 from 8,241,798
Change+215,194 (+3%)
Value$2.2B (-$220.7M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares5,458,416 from 5,749,180
Change-290,764 (-5%)
Value$1.4B (-$270.5M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares4,145,671 from 3,916,888
Change+228,783 (+6%)
Value$1.1B (-$71.5M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares2,957,394 from 4,437,598
Change-1,480,204 (-33%)
Value$781.4M (-$540.5M)
Filed 2026-11-04
Pictet Asset Management Holding SA
INCREASED
Shares2,664,473 from 1,742,336
Change+922,137 (+53%)
Value$704.0M (+$184.9M)
Filed 2026-11-03
Dimensional Fund Advisors LP
DECREASED
Shares2,644,527 from 2,751,646
Change-107,119 (-4%)
Value$698.7M (-$120.9M)
Filed 2026-11-04
Swedbank AB
INCREASED
Shares2,362,676 from 1,491,227
Change+871,449 (+58%)
Value$624.2M (+$180.0M)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,339,994 from 2,192,031
Change+147,963 (+7%)
Value$618.2M (-$34.7M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,973,598 from 1,990,854
Change-17,256 (-1%)
Value$521.4M (-$71.6M)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,652,850 from 1,439,525
Change+213,325 (+15%)
Value$436.7M (+$7.9M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares1,351,757 from 628,869
Change+722,888 (+115%)
Value$356.5K (+$294.4K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares1,144,016 from 1,077,669
Change+66,347 (+6%)
Value$302.3M (-$18.8M)
Filed 2026-11-06
ProShare Advisors LLC
INCREASED
Shares1,105,750 from 1,063,207
Change+42,543 (+4%)
Value$292.2M (-$24.6M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares1,021,186 from 1,045,433
Change-24,247 (-2%)
Value$269.8M (-$41.6M)
Filed 2026-11-02
GF Fund Management Co. Ltd.
INCREASED
Shares908,380 from 187,949
Change+720,431 (+383%)
Value$240.0M (+$184.0M)
Filed 2026-10-26
Eurizon Capital SGR S.p.A.
DECREASED
Shares896,561 from 1,159,475
Change-262,914 (-23%)
Value$236.8M (-$104.1M)
Filed 2026-11-06
Robeco Schweiz AG
DECREASED
Shares834,248 from 960,706
Change-126,458 (-13%)
Value$220.4M (-$65.8M)
Filed 2026-10-23
Neos Investment Management LLC
INCREASED
Shares753,569 from 667,562
Change+86,007 (+13%)
Value$199.1M (+$240.4K)
Filed 2026-11-04
Tensor Edge Capital, LLC
INCREASED
Shares724,382 from 609,668
Change+114,714 (+19%)
Value$191.4M (+$9.8M)
Filed 2026-11-06
Temasek Holdings (Private) Ltd
DECREASED
Shares720,962 from 860,962
Change-140,000 (-16%)
Value$190.5M (-$66.0M)
Filed 2026-10-28
Fisher Asset Management, LLC
INCREASED
Shares715,893 from 682,381
Change+33,512 (+5%)
Value$189.1M (-$14.1M)
Filed 2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED
Shares682,105 from 799,965
Change-117,860 (-15%)
Value$182.9M (-$34.8M)
Filed 2026-11-04
Aberdeen Group plc
DECREASED
Shares675,405 from 1,104,005
Change-428,600 (-39%)
Value$173.6M (-$155.3M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares671,992 from 677,300
Change-5,308 (-1%)
Value$177.5M (-$24.2M)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares667,952 from 886,470
Change-218,518 (-25%)
Value$176.2M (-$77.8M)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares667,912 from 1,355,085
Change-687,173 (-51%)
Value$176.5M (-$227.2M)
Filed 2026-10-15
KBC Group NV
INCREASED
Shares627,335 from 588,197
Change+39,138 (+7%)
Value$165.7K (-$175.1M)
Filed 2026-10-22
New York State Teachers Retirement System
INCREASED
Shares626,297 from 622,682
Change+3,615 (+1%)
Value$165.5K (-$185.3M)
Filed 2026-10-22
Davenport & Co LLC
DECREASED
Shares596,528 from 645,205
Change-48,677 (-8%)
Value$157.5M (-$34.7M)
Filed 2026-10-14
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares554,093 from 592,359
Change-38,266 (-6%)
Value$146.4M (-$30.1M)
Filed 2026-11-06
AGF Management LTD
DECREASED
Shares523,770 from 924,243
Change-400,473 (-43%)
Value$138.4M (-$136.9M)
Filed 2026-11-03
SEB Asset Management AB
INCREASED
Shares513,987 from 428,986
Change+85,001 (+20%)
Value$135.8M (+$8.0M)
Filed 2026-11-04
CIBC Asset Management Inc
INCREASED
Shares487,430 from 434,434
Change+52,996 (+12%)
Value$128.8M (-$629.7K)
Filed 2026-11-05
Vontobel Holding Ltd.
DECREASED
Shares472,739 from 591,808
Change-119,069 (-20%)
Value$124.9M (-$51.4M)
Filed 2026-10-16
Candriam S.C.A.
DECREASED
Shares434,204 from 441,931
Change-7,727 (-2%)
Value$115.1M (-$16.4M)
Filed 2026-11-03
BCV Asset Management Inc.
DECREASED
Shares414,834 from 417,345
Change-2,511 (-1%)
Value$110.0M (-$6.1M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares409,468 from 224,426
Change+185,042 (+82%)
Value$108.2M (+$41.3M)
Filed 2026-11-02
Asset Management One Co., Ltd.
DECREASED
Shares405,990 from 423,344
Change-17,354 (-4%)
Value$107.3M (-$18.8M)
Filed 2026-10-27
Amazon COM Inc
UNCHANGED
Shares396,352 from 396,352
Change0 (0%)
Value$104.7M (-$13.3M)
Filed 2026-11-03
Brooklands Fund Management Ltd
NEW
Shares390,954
Change+390,954
Value$103.3M
Filed 2026-10-28
Factory Mutual Insurance Co
INCREASED
Shares356,909 from 197,209
Change+159,700 (+81%)
Value$94.3M (+$35.6M)
Filed 2026-10-30
Daiwa Securities Group Inc.
INCREASED
Shares342,733 from 269,142
Change+73,591 (+27%)
Value$90.6M (+$10.4M)
Filed 2026-10-29
Nykredit A/S
INCREASED
Shares323,088 from 314,956
Change+8,132 (+3%)
Value$85.4M (-$8.5M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares308,162 from 300,052
Change+8,110 (+3%)
Value$81.4M (-$8.0M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares305,874 from 312,255
Change-6,381 (-2%)
Value$82.0M (-$3.0M)
Filed 2026-10-16
Creative Planning
INCREASED
Shares300,006 from 241,245
Change+58,761 (+24%)
Value$79.3M (+$7.4M)
Filed 2026-11-02
Rakuten Investment Management, Inc.
INCREASED
Shares295,690 from 275,841
Change+19,849 (+7%)
Value$77.8M (+$1.2M)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares289,210 from 280,433
Change+8,777 (+3%)
Value$76.4M (-$7.1M)
Filed 2026-10-26
Swiss Life Asset Management Ltd
INCREASED
Shares284,419 from 194,554
Change+89,865 (+46%)
Value$75.1M (+$17.2M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares281,634 from 270,568
Change+11,066 (+4%)
Value$74.4M (-$6.2M)
Filed 2026-10-30
State of New Jersey Common Pension Fund D
INCREASED
Shares275,763 from 275,680
Change+83 (+0%)
Value$72.9M (-$9.3M)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares259,101 from 235,774
Change+23,327 (+10%)
Value$68.5M (-$1.8M)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED
Shares252,612 from 248,412
Change+4,200 (+2%)
Value$66.7K (-$73.9M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares251,629 from 249,216
Change+2,413 (+1%)
Value$66.5M (-$7.8M)
Filed 2026-10-13
Robeco Institutional Asset Management B.V.
INCREASED
Shares242,371 from 184,653
Change+57,718 (+31%)
Value$64.0M (+$9.0M)
Filed 2026-10-20
Arizona State Retirement System
INCREASED
Shares240,050 from 236,579
Change+3,471 (+1%)
Value$63.4M (-$7.1M)
Filed 2026-11-03
Henshaw Capital LLC
UNCHANGED
Shares238,382 from 238,382
Change0 (0%)
Value$63.0M (-$8.0M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares237,716 from 259,447
Change-21,731 (-8%)
Value$62.8M (-$14.5M)
Filed 2026-10-15
Kimelman & Baird, LLC
DECREASED
Shares237,244 from 238,388
Change-1,144 (0%)
Value$62.7M (-$8.3M)
Filed 2026-11-03
Glenview Trust Co
DECREASED
Shares235,464 from 238,801
Change-3,337 (-1%)
Value$62.2M (-$8.9M)
Filed 2026-10-28
State of Michigan Retirement System
INCREASED
Shares224,666 from 224,200
Change+466 (+0%)
Value$59.4M (-$7.4M)
Filed 2026-10-27
Strs Ohio
DECREASED
Shares217,784 from 229,047
Change-11,263 (-5%)
Value$57.5M (-$10.7M)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares212,720 from 207,588
Change+5,132 (+2%)
Value$56.2M (-$5.6M)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares207,440 from 120,975
Change+86,465 (+71%)
Value$54.8K (-$36.0M)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares206,534 from 109,543
Change+96,991 (+89%)
Value$54.6M (+$21.9M)
Filed 2026-10-16
Arnhold LLC
UNCHANGED
Shares206,519 from 206,519
Change0 (0%)
Value$54.6M (-$7.0M)
Filed 2026-10-26
IFM Investors Pty Ltd
INCREASED
Shares202,385 from 198,070
Change+4,315 (+2%)
Value$53.5M (-$5.5M)
Filed 2026-10-14
Baker Avenue Asset Management, LP
DECREASED
Shares199,452 from 205,260
Change-5,808 (-3%)
Value$52.7M (-$8.4M)
Filed 2026-11-06
Annex Advisory Services, LLC
INCREASED
Shares196,274 from 21,065
Change+175,209 (+832%)
Value$51.9M (+$45.6M)
Filed 2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares193,487 from 193,386
Change+101 (+0%)
Value$51.1M (-$6.5M)
Filed 2026-11-03
Raiffeisen Bank International AG
INCREASED
Shares192,692 from 89,260
Change+103,432 (+116%)
Value$50.7M (+$25.9M)
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares189,043 from 114,596
Change+74,447 (+65%)
Value$49.9M (+$15.8M)
Filed 2026-11-06
OP Asset Management Ltd
INCREASED
Shares184,103 from 113,454
Change+70,649 (+62%)
Value$48.6M (+$14.8M)
Filed 2026-11-05
Retirement Systems of Alabama
DECREASED
Shares183,655 from 221,936
Change-38,281 (-17%)
Value$48.5M (-$17.6M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares179,783 from 167,135
Change+12,648 (+8%)
Value$47.5M (-$2.3M)
Filed 2026-10-20
Zevenbergen Capital Investments LLC
INCREASED
Shares179,565 from 89,657
Change+89,908 (+100%)
Value$47.4M (+$20.7M)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares176,078 from 185,718
Change-9,640 (-5%)
Value$46.5K (-$55.3M)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares171,905 from 175,644
Change-3,739 (-2%)
Value$45.4K (-$52.3M)
Filed 2026-10-23
iA Global Asset Management Inc.
INCREASED
Shares163,122 from 111,066
Change+52,056 (+47%)
Value$43.1K (-$33.0M)
Filed 2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares160,220 from 161,134
Change-914 (-1%)
Value$42.3M (-$5.7M)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares159,393 from 155,255
Change+4,138 (+3%)
Value$38.5M (+$9.1M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares159,393 from 155,255
Change+4,138 (+3%)
Value$38.5M (+$9.1M)
Filed 2026-10-20
Hartline Investment Corp/
DECREASED
Shares157,939 from 231,542
Change-73,603 (-32%)
Value$41.7M (-$27.2M)
Filed 2026-10-29
Gateway Investment Advisers LLC
INCREASED
Shares155,515 from 59,138
Change+96,377 (+163%)
Value$41.1M (+$23.5M)
Filed 2026-10-13
TimesSquare Capital Management, LLC
DECREASED
Shares150,595 from 153,078
Change-2,483 (-2%)
Value$39.8M (-$5.8M)
Filed 2026-11-03
New York Life Investment Management LLC
INCREASED
Shares147,826 from 133,564
Change+14,262 (+11%)
Value$39.1M (-$730.3K)
Filed 2026-11-04
ABN Amro Investment Solutions
INCREASED
Shares146,102 from 129,289
Change+16,813 (+13%)
Value$38.6M (+$87.7K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares144,803 from 137,267
Change+7,536 (+5%)
Value$38.3M (-$2.6M)
Filed 2026-11-05
OFI Invest Asset Management
DECREASED
Shares139,832 from 237,652
Change-97,820 (-41%)
Value$32.9M (-$29.3M)
Filed 2026-11-06
Sava Infond d.o.o.
INCREASED
Shares129,600 from 56,000
Change+73,600 (+131%)
Value$34.2M (+$17.6M)
Filed 2026-10-28
M & L Capital Management Ltd
INCREASED
Shares126,200 from 119,500
Change+6,700 (+6%)
Value$33.3M (-$2.3M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares125,247 from 111,613
Change+13,634 (+12%)
Value$33.1M (-$157.1K)
Filed 2026-10-16
Calamos Advisors LLC
INCREASED
Shares125,059 from 124,799
Change+260 (+0%)
Value$33.0M (-$4.1M)
Filed 2026-11-02
Salem Investment Counselors Inc
DECREASED
Shares124,133 from 130,333
Change-6,200 (-5%)
Value$32.8M (-$6.0M)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares124,111 from 128,603
Change-4,492 (-3%)
Value$32.8M (-$5.5M)
Filed 2026-10-22
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares123,322 from 119,160
Change+4,162 (+3%)
Value$32.6M (-$2.9M)
Filed 2026-10-29
Nisa Investment Advisors, LLC
INCREASED
Shares122,027 from 92,456
Change+29,571 (+32%)
Value$32.2M (+$4.7M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares119,825 from 106,359
Change+13,466 (+13%)
Value$31.7M (-$24.3K)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares118,661 from 118,257
Change+404 (+0%)
Value$31.4M (-$3.9M)
Filed 2026-10-30
TB Alternative Assets Ltd.
DECREASED
Shares116,140 from 258,070
Change-141,930 (-55%)
Value$30.7M (-$46.2M)
Filed 2026-10-16
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
UNCHANGED
Shares115,000 from 115,000
Change0 (0%)
Value$30.4M (-$3.9M)
Filed 2026-11-05
Smith Salley Wealth Management
INCREASED
Shares110,690 from 106,712
Change+3,978 (+4%)
Value$29.2M (-$2.5M)
Filed 2026-11-03
Virginia Retirement Systems ET Al
INCREASED
Shares110,105 from 48,205
Change+61,900 (+128%)
Value$29.1M (+$14.7M)
Filed 2026-10-28
Profund Advisors LLC
DECREASED
Shares110,024 from 121,305
Change-11,281 (-9%)
Value$29.1M (-$7.1M)
Filed 2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares109,366 from 93,091
Change+16,275 (+17%)
Value$28.9M (+$1.2M)
Filed 2026-10-22
Generali Asset Management SPA SGR
INCREASED
Shares108,408 from 101,900
Change+6,508 (+6%)
Value$28.6M (-$1.7M)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
DECREASED
Shares107,659 from 107,665
Change-6 (0%)
Value$28.4M (-$3.6M)
Filed 2026-10-30
L. Roy Papp & Associates, LLP
DECREASED
Shares107,121 from 111,672
Change-4,551 (-4%)
Value$28.3M (-$5.0M)
Filed 2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares106,665 from 107,992
Change-1,327 (-1%)
Value$28.2M (-$4.0M)
Filed 2026-11-03
FengHe Fund Management Pte. Ltd.
NEW
Shares102,400
Change+102,400
Value$27.1M
Filed 2026-11-02
General American Investors Co Inc
DECREASED
Shares102,000 from 112,000
Change-10,000 (-9%)
Value$26.9M (-$6.4M)
Filed 2026-11-02
Sierra Summit Advisors LLC
INCREASED
Shares101,267 from 96,720
Change+4,547 (+5%)
Value$26.8M (-$2.1M)
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares99,279 from 98,931
Change+348 (+0%)
Value$26.2M (-$3.2M)
Filed 2026-11-06
Generate Investment Management Ltd
INCREASED
Shares99,159 from 19,244
Change+79,915 (+415%)
Value$26.2M (+$20.5M)
Filed 2026-10-14
Once Capital Management, LLC
INCREASED
Shares98,700 from 96,700
Change+2,000 (+2%)
Value$26.1M (-$2.7M)
Filed 2026-11-02
Louisiana State Employees Retirement System
DECREASED
Shares98,400 from 100,900
Change-2,500 (-2%)
Value$26.0M (-$4.1M)
Filed 2026-10-20
Sterling Capital Management LLC
INCREASED
Shares96,391 from 82,572
Change+13,819 (+17%)
Value$25.5M (+$870.1K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares94,101 from 91,088
Change+3,013 (+3%)
Value$24.9M (-$2.3M)
Filed 2026-10-28
Capital Investment Counsel, Inc
DECREASED
Shares93,076 from 93,206
Change-130 (0%)
Value$24.6M (-$3.2M)
Filed 2026-10-20
Achmea Investment Management B.V.
NEW
Shares91,051
Change+91,051
Value$24.1M
Filed 2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED
Shares90,891 from 90,720
Change+171 (+0%)
Value$24.0M (-$3.0M)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares89,889 from 90,486
Change-597 (-1%)
Value$23.7M (-$3.2M)
Filed 2026-10-23
Ethic Inc.
INCREASED
Shares89,849 from 52,359
Change+37,490 (+72%)
Value$23.7M (+$8.1M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares89,710 from 79,939
Change+9,771 (+12%)
Value$23.1M (+$5.4M)
Filed 2026-10-13
Bourgeon Capital Management LLC
INCREASED
Shares86,663 from 83,069
Change+3,594 (+4%)
Value$22.9M (-$1.8M)
Filed 2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares86,275 from 83,787
Change+2,488 (+3%)
Value$22.8M (-$2.1M)
Filed 2026-10-29
Nordwand Advisors, LLC
DECREASED
Shares84,113 from 85,365
Change-1,252 (-1%)
Value$22.2M (-$3.2M)
Filed 2026-11-05
Moran Wealth Management, LLC
INCREASED
Shares83,932 from 82,156
Change+1,776 (+2%)
Value$22.2M (-$2.3M)
Filed 2026-10-22
Gradient Investments LLC
NEW
Shares83,841
Change+83,841
Value$22.2M
Filed 2026-10-08
ASR Vermogensbeheer N.V.
INCREASED
Shares83,361 from 82,900
Change+461 (+1%)
Value$22.0M (-$2.7M)
Filed 2026-10-16
State of Alaska, Department of Revenue
DECREASED
Shares82,961 from 85,788
Change-2,827 (-3%)
Value$21.9K (-$25.5M)
Filed 2026-10-15
Loftus Peak Pty Ltd
INCREASED
Shares80,812 from 18,096
Change+62,716 (+347%)
Value$21.4M (+$16.0M)
Filed 2026-10-15
Adell Harriman & Carpenter Inc
INCREASED
Shares79,417 from 75,527
Change+3,890 (+5%)
Value$21.0M (-$1.5M)
Filed 2026-11-02
Yousif Capital Management, LLC
DECREASED
Shares77,217 from 77,415
Change-198 (0%)
Value$20.4M (-$2.7M)
Filed 2026-10-22
Triglav Investments, D.O.O.
DECREASED
Shares76,363 from 78,650
Change-2,287 (-3%)
Value$20.2M (-$3.3M)
Filed 2026-11-06
Verus Capital Partners, LLC
INCREASED
Shares76,300 from 46,967
Change+29,333 (+62%)
Value$20.2M (+$6.2M)
Filed 2026-11-03
Unicom Systems, Inc.
INCREASED
Shares75,400 from 34,400
Change+41,000 (+119%)
Value$19.9M (+$9.7M)
Filed 2026-10-13
Bfsg, LLC
DECREASED
Shares72,429 from 73,918
Change-1,489 (-2%)
Value$19.1M (-$2.9M)
Filed 2026-10-30
Pinnacle Associates LTD
DECREASED
Shares71,671 from 73,218
Change-1,547 (-2%)
Value$18.9M (-$2.9M)
Filed 2026-10-20
Bouvel Investment Partners, LLC
DECREASED
Shares70,424 from 71,585
Change-1,161 (-2%)
Value$18.6M (-$2.7M)
Filed 2026-10-13
Gulf International Bank (UK) Ltd
UNCHANGED
Shares67,215 from 67,215
Change0 (0%)
Value$17.8K (-$20.0M)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares66,547 from 62,654
Change+3,893 (+6%)
Value$17.6M (-$1.1M)
Filed 2026-10-13
Exchange Traded Concepts, LLC
INCREASED
Shares66,515 from 42,839
Change+23,676 (+55%)
Value$17.6M (+$4.8M)
Filed 2026-10-28
UMB Bank, n.a.
DECREASED
Shares66,193 from 67,703
Change-1,510 (-2%)
Value$17.5M (-$2.7M)
Filed 2026-11-06
Thrivent Financial for Lutherans
DECREASED
Shares66,005 from 73,195
Change-7,190 (-10%)
Value$17.5K (-$21.8M)
Filed 2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED
Shares65,201 from 51,661
Change+13,540 (+26%)
Value$17.2M (+$1.8M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares64,891 from 47,903
Change+16,988 (+35%)
Value$17.1M (+$2.9M)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares63,598 from 94,668
Change-31,070 (-33%)
Value$16.8M (-$11.4M)
Filed 2026-11-04
Nfsg Corp
DECREASED
Shares63,336 from 64,995
Change-1,659 (-3%)
Value$16.7M (-$2.6M)
Filed 2026-10-15
OAK Ridge Investments LLC
DECREASED
Shares62,741 from 64,001
Change-1,260 (-2%)
Value$16.6M (-$2.5M)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares62,204 from 17,079
Change+45,125 (+264%)
Value$16.4M (+$11.3M)
Filed 2026-10-16
Lmcg Investments, LLC
DECREASED
Shares60,399 from 62,376
Change-1,977 (-3%)
Value$16.0M (-$2.6M)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares59,113 from 58,307
Change+806 (+1%)
Value$17.6M (+$240.0K)
Filed 2026-11-06
William Blair Investment Management, LLC
DECREASED
Shares58,691 from 58,923
Change-232 (0%)
Value$15.5M (-$2.0M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares58,007 from 16,098
Change+41,909 (+260%)
Value$15.3M (+$10.5M)
Filed 2026-10-21
SFE Investment Counsel
INCREASED
Shares57,141 from 48,888
Change+8,253 (+17%)
Value$15.1M (+$534.0K)
Filed 2026-10-29
Avanza Fonder AB
INCREASED
Shares55,473 from 48,133
Change+7,340 (+15%)
Value$14.7M (+$318.2K)
Filed 2026-10-13
Natixis
DECREASED
Shares55,093 from 478,465
Change-423,372 (-88%)
Value$14.6M (-$128.0M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares54,334 from 1,564
Change+52,770 (+3374%)
Value$14.4M (+$13.9M)
Filed 2026-10-22
Equitable Trust Co
DECREASED
Shares53,926 from 55,045
Change-1,119 (-2%)
Value$14.2M (-$2.1M)
Filed 2026-10-13
Summa Corp.
INCREASED
Shares53,441 from 50,000
Change+3,441 (+7%)
Value$14.1M (-$774.9K)
Filed 2026-10-30
Maryland State Retirement & Pension System
INCREASED
Shares53,104 from 46,823
Change+6,281 (+13%)
Value$14.0M (+$82.5K)
Filed 2026-11-05
Decker Retirement Planning Inc.
INCREASED
Shares52,882 from 23,459
Change+29,423 (+125%)
Value$14.0M (+$7.0M)
Filed 2026-10-19
Private Wealth Partners, LLC
DECREASED
Shares50,788 from 51,038
Change-250 (0%)
Value$13.4M (-$1.8M)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares50,284 from 52,784
Change-2,500 (-5%)
Value$13.3M (-$2.4M)
Filed 2026-10-05
N10 Wealth, LLC
INCREASED
Shares49,863 from 39,117
Change+10,746 (+27%)
Value$13.2M (+$1.5M)
Filed 2026-10-14
Bosman Wealth Management, LLC
INCREASED
Shares49,342 from 44,784
Change+4,558 (+10%)
Value$13.0M (-$303.9K)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares48,608 from 46,497
Change+2,111 (+5%)
Value$12.8M (-$1.0M)
Filed 2026-11-03
Zweig-DiMenna Associates LLC
UNCHANGED
Shares48,233 from 48,233
Change0 (0%)
Value$12.7M (-$1.6M)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares47,611 from 46,673
Change+938 (+2%)
Value$12.6M (-$1.3M)
Filed 2026-11-05
Mengis Capital Management, Inc.
INCREASED
Shares47,006 from 46,555
Change+451 (+1%)
Value$12.4M (-$1.4M)
Filed 2026-10-13
Hartford Investment Management Co
DECREASED
Shares46,869 from 48,393
Change-1,524 (-3%)
Value$12.4M (-$2.0M)
Filed 2026-11-04
N10 Assets, LLC
INCREASED
Shares46,425 from 38,542
Change+7,883 (+20%)
Value$12.3M (+$784.7K)
Filed 2026-10-14
Highland Capital Management, LLC
DECREASED
Shares46,256 from 68,916
Change-22,660 (-33%)
Value$12.2M (-$8.3M)
Filed 2026-10-26
Union Bancaire Privee, UBP SA
DECREASED
Shares45,093 from 46,187
Change-1,094 (-2%)
Value$10.5M (-$4.1K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares44,060 from 30,799
Change+13,261 (+43%)
Value$11.6M (+$2.5M)
Filed 2026-11-03
Eagle Bluffs Wealth Management LLC
DECREASED
Shares43,912 from 44,729
Change-817 (-2%)
Value$11.6M (-$1.7M)
Filed 2026-10-20
Insight Inv LLC
DECREASED
Shares43,890 from 44,189
Change-299 (-1%)
Value$11.6M (-$1.6M)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares43,600 from 43,600
Change0 (0%)
Value$11.5K (-$13.0M)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares43,410 from 38,207
Change+5,203 (+14%)
Value$11.5M (+$87.9K)
Filed 2026-10-23
SBI Securities Co., Ltd.
DECREASED
Shares43,231 from 47,477
Change-4,246 (-9%)
Value$11.4M (-$2.7M)
Filed 2026-10-22
Fideuram Asset Management (Ireland) dac
DECREASED
Shares42,832 from 151,013
Change-108,181 (-72%)
Value$9.3M (-$23.0M)
Filed 2026-10-29
Global X Japan Co., Ltd.
DECREASED
Shares42,230 from 53,427
Change-11,197 (-21%)
Value$11.2M (-$4.8M)
Filed 2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares41,547 from 3,200
Change+38,347 (+1198%)
Value$11.0M (+$10.0M)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
INCREASED
Shares40,670 from 31,351
Change+9,319 (+30%)
Value$10.7M (+$1.4M)
Filed 2026-11-02
Geneva Partners, LLC
DECREASED
Shares40,657 from 68,048
Change-27,391 (-40%)
Value$10.7M (-$9.5M)
Filed 2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares40,529 from 37,451
Change+3,078 (+8%)
Value$10.7M (-$448.1K)
Filed 2026-10-26
Bank Pictet & Cie (Europe) AG
NEW
Shares40,339
Change+40,339
Value$10.7M
Filed 2026-10-20
Caitong International Asset Management Co., Ltd
INCREASED
Shares40,004 from 29
Change+39,975 (+137845%)
Value$10.6M (+$10.6M)
Filed 2026-10-29
Counterpoint Mutual Funds LLC
INCREASED
Shares39,964 from 26,919
Change+13,045 (+48%)
Value$10.6M (+$2.5M)
Filed 2026-10-16
Inspire Investing, LLC
INCREASED
Shares39,800 from 36,990
Change+2,810 (+8%)
Value$10.5M (-$503.3K)
Filed 2026-10-22
Cove Private Wealth, LLC
INCREASED
Shares39,716 from 39,516
Change+200 (+1%)
Value$10.5M (-$1.3M)
Filed 2026-10-28
Montag A & Associates Inc
DECREASED
Shares39,547 from 43,141
Change-3,594 (-8%)
Value$10.4M (-$2.4M)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares39,056 from 30,259
Change+8,797 (+29%)
Value$10.3M (+$4.4M)
Filed 2026-11-06
Huntleigh Advisors, Inc.
INCREASED
Shares38,736 from 31,913
Change+6,823 (+21%)
Value$10.2M (+$727.9K)
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares38,610 from 40,046
Change-1,436 (-4%)
Value$10.2M (-$1.7M)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares38,548 from 64,571
Change-26,023 (-40%)
Value$10.2M (-$9.1M)
Filed 2026-11-04
Stanley-Laman Group, Ltd.
DECREASED
Shares38,479 from 39,579
Change-1,100 (-3%)
Value$10.2M (-$1.6M)
Filed 2026-10-20
Cullen T Bankers, Inc.
DECREASED
Shares38,207 from 48,346
Change-10,139 (-21%)
Value$10.1M (-$4.3M)
Filed 2026-10-28
Oak Thistle LLC
NEW
Shares37,085
Change+37,085
Value$9.8M
Filed 2026-10-21
CFM Wealth Partners LLC
DECREASED
Shares37,027 from 37,032
Change-5 (0%)
Value$9.8M (-$1.2M)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares36,315 from 35,516
Change+799 (+2%)
Value$9.7M (-$925.1K)
Filed 2026-10-13
Q Fund Management (Hong Kong) Ltd
DECREASED
Shares36,200 from 65,400
Change-29,200 (-45%)
Value$9.6M (-$9.9M)
Filed 2026-10-14
Moors & Cabot, Inc.
INCREASED
Shares35,942 from 32,998
Change+2,944 (+9%)
Value$9.5M (-$333.5K)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
INCREASED
Shares35,699 from 32,890
Change+2,809 (+9%)
Value$9.4M (-$365.6K)
Filed 2026-10-21
Oak Harvest Investment Services
DECREASED
Shares35,015 from 37,021
Change-2,006 (-5%)
Value$9.3M (-$1.8M)
Filed 2026-10-20
Leonteq Securities AG
DECREASED
Shares34,680 from 62,413
Change-27,733 (-44%)
Value$9.2M (-$9.4M)
Filed 2026-10-29
Atria Investments, Inc
INCREASED
Shares34,054 from 26,302
Change+7,752 (+29%)
Value$9.0M (+$1.2M)
Filed 2026-10-15
Bailard, Inc.
INCREASED
Shares33,307 from 32,724
Change+583 (+2%)
Value$8.8M (-$948.1K)
Filed 2026-10-13
Tokio Marine Asset Management Co LTD
UNCHANGED
Shares33,277 from 33,277
Change0 (0%)
Value$8.8M (-$1.1M)
Filed 2026-10-26
Great Lakes Retirement, Inc.
DECREASED
Shares33,188 from 34,492
Change-1,304 (-4%)
Value$8.8M (-$1.5M)
Filed 2026-10-26
E. Ohman J:or Asset Management AB
DECREASED
Shares33,067 from 39,567
Change-6,500 (-16%)
Value$8.7M (-$3.0M)
Filed 2026-10-22
Harbor Capital Advisors, Inc.
INCREASED
Shares32,509 from 29,525
Change+2,984 (+10%)
Value$8.6K (-$8.8M)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares32,173 from 27,201
Change+4,972 (+18%)
Value$6.3M (-$1.8M)
Filed 2026-11-04
Elite Wealth Management, Inc.
NEW
Shares31,634
Change+31,634
Value$8.4M
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares31,249 from 26,770
Change+4,479 (+17%)
Value$8.3M (+$281.5K)
Filed 2026-10-29
Strengthening Families & Communities, LLC
INCREASED
Shares31,130 from 31,029
Change+101 (+0%)
Value$8.2M (-$1.0M)
Filed 2026-10-21
Arthur M. Cohen & Associates, LLC
DECREASED
Shares30,772 from 32,583
Change-1,811 (-6%)
Value$8.1M (-$1.6M)
Filed 2026-10-26
SWS Partners
INCREASED
Shares30,730 from 29,129
Change+1,601 (+6%)
Value$8.1M (-$558.0K)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares30,685 from 30,838
Change-153 (0%)
Value$8.1M (-$1.1M)
Filed 2026-11-05
DCF Advisers, LLC
INCREASED
Shares30,000 from 27,500
Change+2,500 (+9%)
Value$7.9M (-$265.7K)
Filed 2026-11-04
Greenwood Capital Associates LLC
INCREASED
Shares29,936 from 24,178
Change+5,758 (+24%)
Value$7.9M (+$707.0K)
Filed 2026-10-27
Tandem Capital Management Corp
DECREASED
Shares29,866 from 30,309
Change-443 (-1%)
Value$7.9M (-$1.1M)
Filed 2026-10-22
Winch Advisory Services, LLC
DECREASED
Shares29,779 from 31,432
Change-1,653 (-5%)
Value$7.9M (-$1.5M)
Filed 2026-11-06
Spear Advisors LLC
DECREASED
Shares29,517 from 41,712
Change-12,195 (-29%)
Value$7.8M (-$4.6M)
Filed 2026-10-27
CRA Financial Services, LLC
INCREASED
Shares29,428 from 29,262
Change+166 (+1%)
Value$7.8M (-$941.6K)
Filed 2026-10-16
Cache Advisors, LLC
INCREASED
Shares29,370 from 23,202
Change+6,168 (+27%)
Value$7.8M (+$848.2K)
Filed 2026-10-16
Hager Investment Management Services, LLC
INCREASED
Shares29,039 from 17,621
Change+11,418 (+65%)
Value$7.7M (+$2.4M)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares29,039 from 33,035
Change-3,996 (-12%)
Value$7.7M (-$2.2M)
Filed 2026-10-30
S-Bank Fund Management Ltd
INCREASED
Shares28,931 from 7,837
Change+21,094 (+269%)
Value$7.6M (+$5.3M)
Filed 2026-11-06
Gunderson Capital Management LLC
DECREASED
Shares28,928 from 59,049
Change-30,121 (-51%)
Value$7.6M (-$9.9M)
Filed 2026-10-15
United Capital Management of KS, Inc.
DECREASED
Shares28,760 from 31,055
Change-2,295 (-7%)
Value$7.6M (-$1.7M)
Filed 2026-11-04
VMS Asset Management Limited
DECREASED
Shares28,672 from 38,515
Change-9,843 (-26%)
Value$7.6M (-$3.9M)
Filed 2026-10-15
J. Safra Sarasin Holding AG
DECREASED
Shares28,378 from 28,419
Change-41 (0%)
Value$5.8M (-$613.7K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares28,178 from 24,595
Change+3,583 (+15%)
Value$7.4M (+$99.6K)
Filed 2026-10-23
Vestor Capital, LLC
INCREASED
Shares28,091 from 1,317
Change+26,774 (+2033%)
Value$2.9K (+$2.9K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares27,970 from 25,769
Change+2,201 (+9%)
Value$7.4M (-$286.5K)
Filed 2026-11-06
Linscomb Wealth, Inc.
DECREASED
Shares27,523 from 28,010
Change-487 (-2%)
Value$7.3M (-$1.1M)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares27,457 from 16,884
Change+10,573 (+63%)
Value$7.3M (+$2.6M)
Filed 2026-10-13
Quantum Private Wealth, LLC
DECREASED
Shares27,355 from 27,360
Change-5 (0%)
Value$7.2M (-$922.8K)
Filed 2026-10-20
PKO Investment Management Joint-Stock Co
DECREASED
Shares27,000 from 30,000
Change-3,000 (-10%)
Value$7.1M (-$1.8M)
Filed 2026-10-19
North Dakota State Investment Board
INCREASED
Shares26,716 from 25,715
Change+1,001 (+4%)
Value$7.1M (-$601.6K)
Filed 2026-10-27
Arrow Financial Corp
INCREASED
Shares26,682 from 26,532
Change+150 (+1%)
Value$7.0M (-$854.0K)
Filed 2026-10-26
Caldwell Trust Co
INCREASED
Shares26,511 from 24,560
Change+1,951 (+8%)
Value$7.0M (-$311.7K)
Filed 2026-10-30
Shariaportfolio, Inc.
NEW
Shares26,460
Change+26,460
Value$7.0M
Filed 2026-10-20
Royal Fund Management, LLC
INCREASED
Shares26,276 from 1,047
Change+25,229 (+2410%)
Value$6.9M (+$6.6M)
Filed 2026-10-22
Maxi Investments CY Ltd
INCREASED
Shares25,900 from 7,100
Change+18,800 (+265%)
Value$6.8K (-$2.1M)
Filed 2026-10-26
Howard Capital Management, LLC
DECREASED
Shares25,816 from 25,878
Change-62 (0%)
Value$6.8M (-$888.0K)
Filed 2026-10-16
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares25,600 from 20,000
Change+5,600 (+28%)
Value$6.8K (-$6.0M)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares25,449 from 27,079
Change-1,630 (-6%)
Value$6.7M (-$1.3M)
Filed 2026-11-06
Rakuten Securities, Inc.
DECREASED
Shares25,355 from 31,795
Change-6,440 (-20%)
Value$6.7M (-$2.8M)
Filed 2026-11-02
Red Spruce Capital, LLC
DECREASED
Shares25,263 from 25,352
Change-89 (0%)
Value$6.7M (-$877.4K)
Filed 2026-10-07
Artemis Wealth Advisors, LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$6.6M (-$842.0K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares24,920 from 11,210
Change+13,710 (+122%)
Value$6.6M (+$3.2M)
Filed 2026-10-22
Essex Investment Management Co LLC
DECREASED
Shares24,845 from 25,911
Change-1,066 (-4%)
Value$6.6M (-$1.2M)
Filed 2026-10-19
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares24,824 from 24,824
Change0 (0%)
Value$6.6M (-$836.1K)
Filed 2026-10-26
Venture Visionary Partners LLC
DECREASED
Shares24,786 from 31,526
Change-6,740 (-21%)
Value$6.5M (-$2.8M)
Filed 2026-10-07
Malaga Cove Capital, LLC
DECREASED
Shares24,723 from 33,888
Change-9,165 (-27%)
Value$6.5M (-$3.6M)
Filed 2026-10-23
Almanack Investment Partners, Llc.
INCREASED
Shares23,919 from 15,773
Change+8,146 (+52%)
Value$6.3M (+$1.6M)
Filed 2026-11-03
Blue Zone Wealth Advisors, LLC
INCREASED
Shares23,867 from 23,800
Change+67 (+0%)
Value$6.3M (-$783.8K)
Filed 2026-10-19
Pathway Wealth Management LLC
UNCHANGED
Shares23,825 from 23,825
Change0 (0%)
Value$6.3M (-$802.4K)
Filed 2026-10-19
Compass Financial Management LLC
INCREASED
Shares23,654 from 21,153
Change+2,501 (+12%)
Value$6.2M (+$682.1K)
Filed 2026-10-30
Mitchell Capital Management Co
NEW
Shares23,179
Change+23,179
Value$6.1M
Filed 2026-10-29
Deltec Asset Management LLC
UNCHANGED
Shares23,015 from 23,015
Change0 (0%)
Value$6.1M (-$775.1K)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED
Shares22,978 from 22,858
Change+120 (+1%)
Value$6.1M (-$738.2K)
Filed 2026-10-23
Valicenti Advisory Services Inc
INCREASED
Shares22,970 from 19,420
Change+3,550 (+18%)
Value$6.1K (+$284)
Filed 2026-10-23
Securian Asset Management, Inc
DECREASED
Shares22,748 from 23,266
Change-518 (-2%)
Value$6.0M (+$1.6M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares22,520 from 19,334
Change+3,186 (+16%)
Value$6.0K (-$5.8M)
Filed 2026-10-26
Praxis Investment Management Inc
UNCHANGED
Shares22,460 from 22,460
Change0 (0%)
Value$5.9K (-$6.7M)
Filed 2026-11-03
Grandview Asset Management LLC
DECREASED
Shares22,204 from 23,281
Change-1,077 (-5%)
Value$5.9M (-$1.1M)
Filed 2026-10-19
Robocap Asset Management Ltd
INCREASED
Shares22,133 from 22,097
Change+36 (+0%)
Value$5.8M (-$734.7K)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares22,020 from 22,532
Change-512 (-2%)
Value$5.8M (-$894.2K)
Filed 2026-11-05
LBP AM SA
DECREASED
Shares21,641 from 339,453
Change-317,812 (-94%)
Value$5.7M (-$95.4M)
Filed 2026-11-06
Maytree Asset Management Ltd
DECREASED
Shares21,500 from 39,579
Change-18,079 (-46%)
Value$5.7M (-$6.1M)
Filed 2026-10-29
First Citizens Bank & Trust Co
INCREASED
Shares21,298 from 9,345
Change+11,953 (+128%)
Value$5.6M (+$2.8M)
Filed 2026-10-14
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares21,258 from 27,689
Change-6,431 (-23%)
Value$5.6M (-$2.6M)
Filed 2026-10-30
Hilltop National Bank
DECREASED
Shares21,079 from 21,345
Change-266 (-1%)
Value$5.6M (-$789.2K)
Filed 2026-10-14
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares21,052 from 33,175
Change-12,123 (-37%)
Value$5.6M (-$4.3M)
Filed 2026-10-30
Plato Investment Management Ltd
DECREASED
Shares20,936 from 20,989
Change-53 (0%)
Value$5.6M (-$662.9K)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares20,918 from 18,927
Change+1,991 (+11%)
Value$5.5M (-$111.4K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares20,737 from 22,082
Change-1,345 (-6%)
Value$5.5M (-$1.1M)
Filed 2026-10-30
Prosperitas Financial LLC
NEW
Shares20,723
Change+20,723
Value$5.5M
Filed 2026-10-28
Leelyn Smith, LLC
DECREASED
Shares20,669 from 20,963
Change-294 (-1%)
Value$5.5M (-$783.7K)
Filed 2026-11-03
Griffith & Werner, Inc.
NEW
Shares20,424
Change+20,424
Value$5.4M
Filed 2026-11-04
Institute for Wealth Management, Llc.
INCREASED
Shares20,358 from 20,311
Change+47 (+0%)
Value$5.4M (-$671.6K)
Filed 2026-11-06
Ring Mountain Capital, LLC
DECREASED
Shares20,341 from 20,656
Change-315 (-2%)
Value$5.4M (-$778.9K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares20,146 from 16,364
Change+3,782 (+23%)
Value$5.3M (+$455.7K)
Filed 2026-10-08
Citizens Financial Group Inc
INCREASED
Shares20,005 from 16,760
Change+3,245 (+19%)
Value$5.3M (+$292.8K)
Filed 2026-10-23
Primoris Wealth Advisors, LLC
INCREASED
Shares19,938 from 14,613
Change+5,325 (+36%)
Value$5.3M (+$914.8K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares19,622 from 21,559
Change-1,937 (-9%)
Value$5.2M (-$1.2M)
Filed 2026-10-23
AMF Tjanstepension AB
UNCHANGED
Shares19,463 from 19,463
Change0 (0%)
Value$5.1M (-$655.5K)
Filed 2026-10-22
Verde Servicos Internacionais S.A.
NEW
Shares19,451
Change+19,451
Value$5.1K
Filed 2026-10-26
Parisi Gray Wealth Management
INCREASED
Shares19,445 from 15,824
Change+3,621 (+23%)
Value$5.1M (+$423.9K)
Filed 2026-10-16
PVG Asset Management Corp
DECREASED
Shares19,209 from 19,280
Change-71 (0%)
Value$5.1M (-$668.0K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares18,942 from 15,821
Change+3,121 (+20%)
Value$5.0M (+$291.7K)
Filed 2026-10-08
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares18,526 from 19,116
Change-590 (-3%)
Value$4.9M (-$799.7K)
Filed 2026-10-16
Mendel Money Management
DECREASED
Shares18,045 from 18,332
Change-287 (-2%)
Value$4.8M (-$688.4K)
Filed 2026-11-02
Signaturefd, LLC
INCREASED
Shares18,029 from 16,435
Change+1,594 (+10%)
Value$4.8M (-$132.1K)
Filed 2026-10-23
Torrey Growth & Income Advisors
DECREASED
Shares17,910 from 18,110
Change-200 (-1%)
Value$4.6M (-$771.0K)
Filed 2026-11-04
Atlatl Advisers LLC
DECREASED
Shares17,860 from 23,205
Change-5,345 (-23%)
Value$4.7M (-$2.2M)
Filed 2026-10-22
Waterfront Wealth Inc.
DECREASED
Shares17,804 from 23,246
Change-5,442 (-23%)
Value$4.3M (-$1.2M)
Filed 2026-11-03
Private Advisory Group LLC
INCREASED
Shares17,782 from 6,903
Change+10,879 (+158%)
Value$4.7M (+$2.6M)
Filed 2026-11-06
Anchyra Partners LLC
DECREASED
Shares17,780 from 17,862
Change-82 (0%)
Value$4.7M (-$623.3K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares17,605 from 16,076
Change+1,529 (+10%)
Value$4.7K (-$4.8M)
Filed 2026-10-22
Tema Etfs LLC
NEW
Shares17,399
Change+17,399
Value$4.6M
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares17,177 from 17,196
Change-19 (0%)
Value$4.5M (-$584.2K)
Filed 2026-10-22
Guardian Financial Partners, LLC
DECREASED
Shares16,956 from 17,796
Change-840 (-5%)
Value$4.5M (-$821.4K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares16,952 from 14,971
Change+1,981 (+13%)
Value$4.5M (+$19.2K)
Filed 2026-10-23
Wealth Advisory Solutions, LLC
INCREASED
Shares16,893 from 12,481
Change+4,412 (+35%)
Value$4.5M (+$745.3K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares16,823 from 16,069
Change+754 (+5%)
Value$4.4M (+$2.9M)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares16,775 from 16,675
Change+100 (+1%)
Value$4.4M (-$535.1K)
Filed 2026-10-29
Level Four Advisory Services, LLC
INCREASED
Shares16,701 from 16,275
Change+426 (+3%)
Value$4.4M (-$435.7K)
Filed 2026-11-06
Rubicon Global Capital Ltd
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$4.4M (-$555.7K)
Filed 2026-10-28
Fortitude Advisory Group L.L.C.
INCREASED
Shares16,426 from 11,903
Change+4,523 (+38%)
Value$4.3M (+$794.1K)
Filed 2026-10-15
Riggs Asset Managment Co. Inc.
INCREASED
Shares16,270 from 10,675
Change+5,595 (+52%)
Value$4.3M (+$1.1M)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares16,212 from 15,961
Change+251 (+2%)
Value$4.3M (-$470.8K)
Filed 2026-10-28
Pathway Financial Advisers, LLC
DECREASED
Shares15,985 from 16,671
Change-686 (-4%)
Value$4.2M (-$742.6K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares15,932 from 26,636
Change-10,704 (-40%)
Value$4.2M (-$3.7M)
Filed 2026-10-08
Norway Savings Bank
DECREASED
Shares15,796 from 16,147
Change-351 (-2%)
Value$4.2M (-$636.6K)
Filed 2026-10-20
Lebenthal Global Advisors, LLC
INCREASED
Shares15,766 from 14,251
Change+1,515 (+11%)
Value$4.2M (-$79.7K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
INCREASED
Shares15,763 from 13,313
Change+2,450 (+18%)
Value$4.2M (+$199.0K)
Filed 2026-10-08
Masterinvest Kapitalanlage GmbH
INCREASED
Shares15,722 from 3,476
Change+12,246 (+352%)
Value$4.2M (+$3.1M)
Filed 2026-11-03
Kornitzer Capital Management Inc
INCREASED
Shares15,511 from 12,856
Change+2,655 (+21%)
Value$4.1M (+$268.5K)
Filed 2026-11-03
Gratus Wealth Advisors, LLC
DECREASED
Shares15,395 from 16,462
Change-1,067 (-6%)
Value$4.1M (-$836.3K)
Filed 2026-10-26
Churchill Financial Advisors, LLC
INCREASED
Shares15,265 from 14,870
Change+395 (+3%)
Value$4.0M (-$396.5K)
Filed 2026-10-20
Quadrant Capital Group LLC
INCREASED
Shares15,174 from 14,035
Change+1,139 (+8%)
Value$4.1M (-$103.3K)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares15,148 from 14,014
Change+1,134 (+8%)
Value$4.0M (-$172.5K)
Filed 2026-10-20
Nations Financial Group Inc,
DECREASED
Shares15,072 from 19,246
Change-4,174 (-22%)
Value$4.0M (-$1.8M)
Filed 2026-11-05
Independent Solutions Wealth Management, LLC
INCREASED
Shares14,964 from 14,606
Change+358 (+2%)
Value$4.0M (-$397.3K)
Filed 2026-10-28
Silverleafe Capital Partners, LLC
INCREASED
Shares14,870 from 14,593
Change+277 (+2%)
Value$3.9M (-$418.3K)
Filed 2026-10-02
Wedmont Private Capital
INCREASED
Shares14,827 from 13,789
Change+1,038 (+8%)
Value$4.1M (+$820.6K)
Filed 2026-10-09
V-Square Quantitative Management LLC
INCREASED
Shares14,801 from 14,332
Change+469 (+3%)
Value$3.9M (-$358.8K)
Filed 2026-10-15
Cookson Peirce & Co Inc
DECREASED
Shares14,789 from 20,138
Change-5,349 (-27%)
Value$3.9M (-$2.1M)
Filed 2026-10-30
MGO One Seven LLC
DECREASED
Shares14,772 from 15,232
Change-460 (-3%)
Value$3.9M (-$634.5K)
Filed 2026-10-28
Vanguard Capital Wealth Advisors
INCREASED
Shares14,633 from 9,611
Change+5,022 (+52%)
Value$3.9M (+$1.0M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares14,330 from 19,934
Change-5,604 (-28%)
Value$3.8M (-$2.2M)
Filed 2026-10-20
Icici Prudential Asset Management Co Ltd
DECREASED
Shares14,310 from 14,466
Change-156 (-1%)
Value$3.8M (-$528.4K)
Filed 2026-11-06
Knights of Columbus Asset Advisors LLC
INCREASED
Shares14,151 from 11,016
Change+3,135 (+28%)
Value$3.7M (+$457.3K)
Filed 2026-11-05
FNY Investment Advisers, LLC
INCREASED
Shares13,996 from 3,178
Change+10,818 (+340%)
Value$3.7K (+$2.8K)
Filed 2026-10-16
Optimas Capital Ltd
NEW
Shares13,900
Change+13,900
Value$3.7M
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares13,892 from 7,918
Change+5,974 (+75%)
Value$3.7M (+$1.3M)
Filed 2026-10-13
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares13,800 from 13,500
Change+300 (+2%)
Value$3.6M (-$375.4K)
Filed 2026-11-06
Taylor Frigon Capital Management LLC
DECREASED
Shares13,573 from 14,333
Change-760 (-5%)
Value$3.6M (-$683.5K)
Filed 2026-10-23
Rossmore Private Capital
DECREASED
Shares13,518 from 15,371
Change-1,853 (-12%)
Value$3.6M (-$1.0M)
Filed 2026-10-27
Formuepleje A/S
DECREASED
Shares13,480 from 13,506
Change-26 (0%)
Value$3.6M (-$461.8K)
Filed 2026-10-15
Blue Jean Financial LLC
NEW
Shares13,452
Change+13,452
Value$3.6M
Filed 2026-10-20
Regatta Capital Group, LLC
DECREASED
Shares13,184 from 13,325
Change-141 (-1%)
Value$3.5M (-$486.1K)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED
Shares13,146 from 12,632
Change+514 (+4%)
Value$3.5M (-$289.1K)
Filed 2026-11-05
Bdf-Gestion
DECREASED
Shares13,040 from 14,694
Change-1,654 (-11%)
Value$3.4M (+$1.3M)
Filed 2026-10-19
StoryOne LLC
INCREASED
Shares12,798 from 1,283
Change+11,515 (+898%)
Value$3.4M (+$3.0M)
Filed 2026-10-13
Great Lakes Advisors, LLC
DECREASED
Shares12,720 from 31,623
Change-18,903 (-60%)
Value$3.4M (-$6.1M)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
DECREASED
Shares12,638 from 12,929
Change-291 (-2%)
Value$3.3M (-$512.3K)
Filed 2026-10-08
Burr Financial Services, LLC
DECREASED
Shares12,477 from 14,788
Change-2,311 (-16%)
Value$3.3M (-$1.1M)
Filed 2026-10-08
Cane Capital Partners, LLC
INCREASED
Shares12,361 from 9,793
Change+2,568 (+26%)
Value$3.3M (+$348.7K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares12,256 from 12,392
Change-136 (-1%)
Value$3.2M (-$470.7K)
Filed 2026-10-30
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares12,172 from 12,184
Change-12 (0%)
Value$3.2M (-$413.5K)
Filed 2026-10-21
180 Wealth Advisors, LLC
INCREASED
Shares12,139 from 11,739
Change+400 (+3%)
Value$3.2M (-$289.5K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares12,112 from 10,564
Change+1,548 (+15%)
Value$3.2M (+$53.2K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
DECREASED
Shares11,996 from 13,091
Change-1,095 (-8%)
Value$3.2M (-$730.4K)
Filed 2026-11-04
Symphony Financial, Ltd. Co.
INCREASED
Shares11,975 from 5,226
Change+6,749 (+129%)
Value$3.1M (+$1.6M)
Filed 2026-10-22
Burney Co/
INCREASED
Shares11,958 from 10,144
Change+1,814 (+18%)
Value$3.2M (+$137.6K)
Filed 2026-10-15
Paragon Capital Management Inc
DECREASED
Shares11,791 from 12,601
Change-810 (-6%)
Value$3.1M (-$638.5K)
Filed 2026-10-15
Virtue Capital Management, LLC
DECREASED
Shares11,741 from 13,614
Change-1,873 (-14%)
Value$3.1M (-$953.4K)
Filed 2026-10-29
Greenleaf Trust
INCREASED
Shares11,552 from 8,040
Change+3,512 (+44%)
Value$3.1M (+$657.1K)
Filed 2026-10-29
Register Financial Advisors LLC
DECREASED
Shares11,321 from 11,410
Change-89 (-1%)
Value$3.0M (-$407.7K)
Filed 2026-10-23
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares11,312 from 10,865
Change+447 (+4%)
Value$3.0M (-$248.0K)
Filed 2026-10-29
Princeton Capital Management LLC
INCREASED
Shares11,293 from 11,228
Change+65 (+1%)
Value$3.0M (-$361.0K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares11,259 from 8,999
Change+2,260 (+25%)
Value$3.0M (+$294.0K)
Filed 2026-10-21
Valley National Advisers Inc
INCREASED
Shares11,212 from 9,394
Change+1,818 (+19%)
Value$3.0M (+$164.2K)
Filed 2026-10-23
Meitav Investment House LTD
DECREASED
Shares11,153 from 12,153
Change-1,000 (-8%)
Value$2.9M (-$673.5K)
Filed 2026-10-28
Avaii Wealth Management, LLC
INCREASED
Shares11,152 from 6,414
Change+4,738 (+74%)
Value$3.0M (+$1.1M)
Filed 2026-10-09
Kintegral Advisory, LLC
INCREASED
Shares11,129 from 11,067
Change+62 (+1%)
Value$2.9M (-$356.4K)
Filed 2026-10-16
Congress Park Capital LLC
INCREASED
Shares11,113 from 9,596
Change+1,517 (+16%)
Value$2.9M (+$77.6K)
Filed 2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW
Shares11,044
Change+11,044
Value$3.0M
Filed 2026-10-15
MeadowBrook Investment Advisors LLC
DECREASED
Shares11,035 from 11,200
Change-165 (-1%)
Value$2.5M (-$870.4K)
Filed 2026-10-29
Tealwood Asset Management Inc
DECREASED
Shares10,983 from 11,525
Change-542 (-5%)
Value$2.9K (-$531)
Filed 2026-10-13
Cadent Capital Advisors, LLC
NEW
Shares10,969
Change+10,969
Value$2.9M
Filed 2026-10-09
Three Seasons Wealth, LLC
DECREASED
Shares10,915 from 12,767
Change-1,852 (-15%)
Value$2.9M (-$919.3K)
Filed 2026-11-03
Waratah Capital Advisors Ltd.
NEW
Shares10,908
Change+10,908
Value$2.9M
Filed 2026-11-06
Argonautica Private Wealth Management, Inc
INCREASED
Shares10,842 from 10,496
Change+346 (+3%)
Value$2.9M (-$262.1K)
Filed 2026-11-02
Hoey Investments, Inc
INCREASED
Shares10,827 from 10,805
Change+22 (+0%)
Value$2.9M (-$358.1K)
Filed 2026-10-29
Y.D. More Investments Ltd
INCREASED
Shares10,824 from 10,550
Change+274 (+3%)
Value$2.9M (-$281.9K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
DECREASED
Shares10,773 from 11,219
Change-446 (-4%)
Value$2.8K (-$2.6M)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares10,745 from 8,020
Change+2,725 (+34%)
Value$2.8M (+$449.8K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares10,707 from 11,198
Change-491 (-4%)
Value$2.8M (-$538.4K)
Filed 2026-10-23
HCR Wealth Advisors
DECREASED
Shares10,616 from 10,740
Change-124 (-1%)
Value$2.8M (-$394.5K)
Filed 2026-10-15
Ascent Group, LLC
DECREASED
Shares10,613 from 10,762
Change-149 (-1%)
Value$2.8M (-$401.8K)
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares10,570 from 10,057
Change+513 (+5%)
Value$2.8M (+$97.4K)
Filed 2026-11-02
Concord Wealth Partners
INCREASED
Shares10,561 from 10,201
Change+360 (+4%)
Value$2.8M (-$248.5K)
Filed 2026-11-02
Concord Asset Management, LLC
INCREASED
Shares10,551 from 10,024
Change+527 (+5%)
Value$2.8M (-$198.4K)
Filed 2026-11-02
Certuity, LLC
INCREASED
Shares10,494 from 9,182
Change+1,312 (+14%)
Value$2.8M (+$64.4K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares10,440 from 9,776
Change+664 (+7%)
Value$2.8M (-$153.8K)
Filed 2026-10-22
Ritholtz Wealth Management
INCREASED
Shares10,418 from 9,022
Change+1,396 (+15%)
Value$2.8M (+$65.0K)
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares10,289 from 10,447
Change-158 (-2%)
Value$2.7M (-$393.6K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED
Shares10,200 from 14,215
Change-4,015 (-28%)
Value$2.7M (-$1.5M)
Filed 2026-10-14
First Bank & Trust
DECREASED
Shares10,188 from 12,092
Change-1,904 (-16%)
Value$2.7M (-$910.3K)
Filed 2026-10-19
Americana Partners, LLC
INCREASED
Shares10,134 from 3,977
Change+6,157 (+155%)
Value$2.7M (+$1.5M)
Filed 2026-10-28
Everhart Financial Group, Inc.
INCREASED
Shares10,115 from 10,087
Change+28 (+0%)
Value$2.7M (-$332.3K)
Filed 2026-10-08
Argent Capital Management LLC
INCREASED
Shares10,073 from 10,072
Change+1 (+0%)
Value$2.7M (-$339.2K)
Filed 2026-10-05
Aspen Investment Management Inc
INCREASED
Shares10,071 from 9,744
Change+327 (+3%)
Value$2.7K (-$242)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares10,044 from 7,856
Change+2,188 (+28%)
Value$2.7M (+$313.6K)
Filed 2026-11-05
StoneCrest Wealth Management, Inc.
DECREASED
Shares9,925 from 9,997
Change-72 (-1%)
Value$2.6M (-$355.7K)
Filed 2026-11-03
Penbrook Management LLC
UNCHANGED
Shares9,730 from 9,730
Change0 (0%)
Value$2.6M (-$327.7K)
Filed 2026-10-16
Kassira Wealth Management LLC
NEW
Shares9,719
Change+9,719
Value$2.6M
Filed 2026-10-28
Trust Asset Management LLC
NEW
Shares9,717
Change+9,717
Value$2.6M
Filed 2026-11-03
EPG Wealth Management LLC
INCREASED
Shares9,658 from 9,420
Change+238 (+3%)
Value$2.6M (-$254.4K)
Filed 2026-11-03
Advisors Management Group Inc
INCREASED
Shares9,646 from 9,622
Change+24 (+0%)
Value$2.5K (-$2.9M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
DECREASED
Shares9,596 from 9,679
Change-83 (-1%)
Value$2.5M (-$347.9K)
Filed 2026-10-21
Frank, Rimerman Advisors LLC
DECREASED
Shares9,570 from 11,889
Change-2,319 (-20%)
Value$2.5M (-$1.0M)
Filed 2026-10-16
Myriad Asset Management Advisors LLC
UNCHANGED
Shares9,479 from 9,479
Change0 (0%)
Value$2.5M (-$320.0K)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares9,380 from 8,102
Change+1,278 (+16%)
Value$2.5M (+$64.6K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares9,368 from 7,322
Change+2,046 (+28%)
Value$2.1M (+$608.0K)
Filed 2026-10-27
Fulcrum Asset Management LLP
INCREASED
Shares9,258 from 5,174
Change+4,084 (+79%)
Value$2.4M (+$1.0M)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares9,200 from 6,711
Change+2,489 (+37%)
Value$2.4M (+$431.6K)
Filed 2026-10-28
Woodstock Corp
UNCHANGED
Shares9,194 from 9,194
Change0 (0%)
Value$2.4M (-$309.6K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED
Shares9,175 from 9,694
Change-519 (-5%)
Value$2.4M (-$463.6K)
Filed 2026-10-16
Thompson Investment Management, Inc.
UNCHANGED
Shares9,140 from 9,140
Change0 (0%)
Value$2.4M (-$307.8K)
Filed 2026-10-14
Family Legacy Financial Solutions, LLC
DECREASED
Shares9,048 from 9,176
Change-128 (-1%)
Value$2.4M (-$180.7K)
Filed 2026-10-07
AlphaCore Capital LLC
INCREASED
Shares8,823 from 2,376
Change+6,447 (+271%)
Value$2.3M (+$1.6M)
Filed 2026-11-04
Linden Thomas Advisory Services, LLC
INCREASED
Shares8,801 from 8,781
Change+20 (+0%)
Value$2.3M (-$290.5K)
Filed 2026-10-19
Sheets Smith Wealth Management
UNCHANGED
Shares8,639 from 8,639
Change0 (0%)
Value$2.3M (-$291.0K)
Filed 2026-10-16
CenterBook Partners LP
INCREASED
Shares8,584 from 1,637
Change+6,947 (+424%)
Value$2.3M (+$1.8M)
Filed 2026-11-02
VestGen Advisors, LLC
DECREASED
Shares8,572 from 13,206
Change-4,634 (-35%)
Value$2.3M (-$1.7M)
Filed 2026-10-27
IPG Investment Advisors LLC
INCREASED
Shares8,473 from 8,016
Change+457 (+6%)
Value$2.2M (-$149.2K)
Filed 2026-10-30
Breakwater Capital Group
DECREASED
Shares8,458 from 8,813
Change-355 (-4%)
Value$2.2M (-$390.7K)
Filed 2026-10-09
KRS Capital Management, LLC
DECREASED
Shares8,434 from 8,449
Change-15 (0%)
Value$2.2M (-$288.5K)
Filed 2026-10-16
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares8,300 from 27,600
Change-19,300 (-70%)
Value$2.2M (-$6.0M)
Filed 2026-11-04
Oarsman Capital, Inc.
INCREASED
Shares8,293 from 8,259
Change+34 (+0%)
Value$2.2M (-$269.2K)
Filed 2026-11-05
Parrish Capital LLC
INCREASED
Shares8,213 from 7,974
Change+239 (+3%)
Value$2.2M (-$205.4K)
Filed 2026-10-01
Diversified Trust Co
DECREASED
Shares8,208 from 12,350
Change-4,142 (-34%)
Value$2.2M (-$1.5M)
Filed 2026-11-06
Retireful, LLC
INCREASED
Shares8,196 from 7,107
Change+1,089 (+15%)
Value$2.2M (+$48.4K)
Filed 2026-10-09
Altfest L J & Co Inc
NEW
Shares8,191
Change+8,191
Value$2.2M
Filed 2026-10-27
Arta Finance Wealth Management LLC
INCREASED
Shares8,160 from 6,277
Change+1,883 (+30%)
Value$2.2M (+$285.6K)
Filed 2026-10-28
Tlwm
DECREASED
Shares8,157 from 8,254
Change-97 (-1%)
Value$2.2M (-$303.6K)
Filed 2026-10-09
Dedeker Financial LLC
DECREASED
Shares8,143 from 8,231
Change-88 (-1%)
Value$2.2M (-$300.5K)
Filed 2026-10-23
Cigna Investments Inc
DECREASED
Shares8,123 from 8,206
Change-83 (-1%)
Value$2.1K (-$2.4M)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares8,109 from 7,816
Change+293 (+4%)
Value$2.1M (-$185.8K)
Filed 2026-11-05
Balboa Wealth Partners
DECREASED
Shares8,076 from 8,580
Change-504 (-6%)
Value$2.1M (-$422.1K)
Filed 2026-10-20
First Pacific Financial
INCREASED
Shares8,074 from 7,778
Change+296 (+4%)
Value$2.1M (-$183.7K)
Filed 2026-10-14
LFG Wealth Partners, LLC
NEW
Shares8,053
Change+8,053
Value$2.1M
Filed 2026-10-28
Peoples Financial Services Corp.
DECREASED
Shares8,040 from 13,500
Change-5,460 (-40%)
Value$2.1M (-$1.9M)
Filed 2026-10-20
Westwind Capital
NEW
Shares8,031
Change+8,031
Value$2.1K
Filed 2026-10-08
Harmony Asset Management LLC
DECREASED
Shares8,010 from 8,035
Change-25 (0%)
Value$2.1M (-$277.2K)
Filed 2026-10-20
True Freedom Investing, LLC
INCREASED
Shares7,973 from 3,350
Change+4,623 (+138%)
Value$2.1M (+$1.8M)
Filed 2026-10-29
Accurate Wealth Management, LLC
DECREASED
Shares7,885 from 7,981
Change-96 (-1%)
Value$2.1M (+$237.1K)
Filed 2026-10-20
1834 Investment Advisors Co
DECREASED
Shares7,810 from 7,838
Change-28 (0%)
Value$2.1M (-$271.4K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares7,777
Change+7,777
Value$2.1M
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares7,756 from 7,203
Change+553 (+8%)
Value$2.0M (-$96.6K)
Filed 2026-11-03
Fisher Funds Management LTD
UNCHANGED
Shares7,753 from 7,753
Change0 (0%)
Value$2.0M (-$261.1K)
Filed 2026-10-13
Investment House LLC
DECREASED
Shares7,750 from 14,215
Change-6,465 (-45%)
Value$2.0M (-$2.2M)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares7,696 from 11,691
Change-3,995 (-34%)
Value$2.0M (-$1.4M)
Filed 2026-10-27
Thoma Capital Management LLC
DECREASED
Shares7,656 from 8,001
Change-345 (-4%)
Value$2.0M (-$360.4K)
Filed 2026-10-19
Third View Private Wealth, LLC
INCREASED
Shares7,596 from 7,490
Change+106 (+1%)
Value$2.0M (-$224.3K)
Filed 2026-10-30
Green Alpha Advisors, LLC
DECREASED
Shares7,461 from 8,692
Change-1,231 (-14%)
Value$2.0M (-$618.0K)
Filed 2026-10-08
Portfolio Design Labs, LLC
DECREASED
Shares7,454 from 7,492
Change-38 (-1%)
Value$2.0M (-$262.4K)
Filed 2026-11-04
Ulland Investment Advisors, LLC
INCREASED
Shares7,450 from 7,055
Change+395 (+6%)
Value$2.0K (-$134)
Filed 2026-10-13
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares7,391 from 9,491
Change-2,100 (-22%)
Value$2.0M (-$868.5K)
Filed 2026-10-21
Little House Capital LLC
DECREASED
Shares7,276 from 10,572
Change-3,296 (-31%)
Value$1.9M (-$1.2M)
Filed 2026-11-06
Park Capital Management, LLC / WI
DECREASED
Shares7,211 from 7,441
Change-230 (-3%)
Value$1.9M (-$311.3K)
Filed 2026-10-13
Nvwm, LLC
INCREASED
Shares7,207 from 693
Change+6,514 (+940%)
Value$1.9M (+$1.7M)
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares7,083 from 1,175
Change+5,908 (+503%)
Value$1.9M (+$1.5M)
Filed 2026-11-03
Bear Mountain Capital, Inc.
NEW
Shares6,967
Change+6,967
Value$1.6M
Filed 2026-11-04
Aaron Wealth Advisors LLC
DECREASED
Shares6,927 from 9,001
Change-2,074 (-23%)
Value$1.8M (-$851.1K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED
Shares6,882 from 1,019
Change+5,863 (+575%)
Value$1.8M (+$1.5M)
Filed 2026-10-29
Darden Wealth Group Inc
DECREASED
Shares6,832 from 6,951
Change-119 (-2%)
Value$1.8M (-$265.6K)
Filed 2026-11-06
New England Research & Management, Inc.
NEW
Shares6,770
Change+6,770
Value$1.8M
Filed 2026-10-16
Wealth Effects LLC
INCREASED
Shares6,765 from 4,173
Change+2,592 (+62%)
Value$1.8M (+$544.3K)
Filed 2026-10-23
Kestra Investment Management, LLC
INCREASED
Shares6,714 from 6,016
Change+698 (+12%)
Value$1.8M (-$18.2K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares6,658 from 10,079
Change-3,421 (-34%)
Value$1.8M (-$1.2M)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares6,636 from 5,373
Change+1,263 (+24%)
Value$1.8M (+$152.7K)
Filed 2026-10-28
Schear Investment Advisers, LLC
DECREASED
Shares6,527 from 8,056
Change-1,529 (-19%)
Value$1.7M (-$675.3K)
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares6,527 from 6,630
Change-103 (-2%)
Value$1.7M (-$250.7K)
Filed 2026-10-14
Braeburn Wealth Management LLC
INCREASED
Shares6,522 from 6,305
Change+217 (+3%)
Value$1.7M (-$155.0K)
Filed 2026-10-15
TigerOak Management, L.L.C.
INCREASED
Shares6,516 from 5,657
Change+859 (+15%)
Value$1.7M (+$36.4K)
Filed 2026-10-23
Integrated Advisors Network LLC
INCREASED
Shares6,494 from 4,517
Change+1,977 (+44%)
Value$1.7M (+$370.2K)
Filed 2026-10-20
Shelton Wealth Management, LLC
DECREASED
Shares6,429 from 7,892
Change-1,463 (-19%)
Value$1.7M (-$652.3K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares6,424 from 6,410
Change+14 (+0%)
Value$1.7M (-$212.2K)
Filed 2026-10-16
First National Trust Co
NEW
Shares6,397
Change+6,397
Value$1.7M
Filed 2026-10-28
Willow Creek Capital Management, Inc.
UNCHANGED
Shares6,358 from 6,358
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares6,323 from 3,498
Change+2,825 (+81%)
Value$1.7M (+$628.6K)
Filed 2026-11-02
Xcel Wealth Management, LLC
DECREASED
Shares6,294 from 6,755
Change-461 (-7%)
Value$1.7M (-$349.3K)
Filed 2026-10-26
Cornerstone Enterprises, LLC
DECREASED
Shares6,201 from 9,164
Change-2,963 (-32%)
Value$1.6M (-$1.1M)
Filed 2026-10-15
Focused Wealth Management, Inc
DECREASED
Shares6,187 from 6,298
Change-111 (-2%)
Value$1.6M (-$241.4K)
Filed 2026-10-30
Investment Insight Wealth Management, LLC
INCREASED
Shares6,170 from 6,124
Change+46 (+1%)
Value$1.6M (-$193.9K)
Filed 2026-10-30
Miller Global Investments, LLC
DECREASED
Shares6,154 from 6,285
Change-131 (-2%)
Value$1.6M (-$246.3K)
Filed 2026-10-02
City State Bank
INCREASED
Shares6,150 from 6,008
Change+142 (+2%)
Value$1.6M (-$164.8K)
Filed 2026-10-20
111 Capital
DECREASED
Shares6,121 from 11,650
Change-5,529 (-47%)
Value$1.6M (-$1.9M)
Filed 2026-11-03
Florida Trust Wealth Management Co
INCREASED
Shares6,083 from 2,695
Change+3,388 (+126%)
Value$1.6M (+$804.4K)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares6,046 from 6,044
Change+2 (+0%)
Value$1.6M (-$203.0K)
Filed 2026-10-22
Illinois Municipal Retirement Fund
NEW
Shares6,030
Change+6,030
Value$1.6M
Filed 2026-11-05
Secure Asset Management, LLC
INCREASED
Shares5,980 from 5,501
Change+479 (+9%)
Value$1.6M (-$58.9K)
Filed 2026-10-19
Jackson Square Capital, LLC
INCREASED
Shares5,914 from 5,666
Change+248 (+4%)
Value$1.6M (-$125.3K)
Filed 2026-10-19
Wolff Wiese Magana LLC
DECREASED
Shares5,910 from 5,988
Change-78 (-1%)
Value$1.6M (-$222.3K)
Filed 2026-10-15
Legacy Advisors, LLC
INCREASED
Shares5,902 from 5,682
Change+220 (+4%)
Value$1.6M (-$133.1K)
Filed 2026-10-19
KW Wealth Management LLC
NEW
Shares5,877
Change+5,877
Value$1.6M
Filed 2026-10-28
Axxcess Wealth Management, LLC
INCREASED
Shares5,866 from 1,631
Change+4,235 (+260%)
Value$1.5M (+$1.1M)
Filed 2026-10-21
Cypress Asset Management Inc
UNCHANGED
Shares5,830 from 5,830
Change0 (0%)
Value$1.5M (-$196.4K)
Filed 2026-10-09
Central Trust Co
DECREASED
Shares5,810 from 6,165
Change-355 (-6%)
Value$1.5M (-$301.4K)
Filed 2026-11-05
Csenge Advisory Group
INCREASED
Shares5,756 from 5,033
Change+723 (+14%)
Value$1.5M (+$21.5K)
Filed 2026-11-04
SilverOak Wealth Management LLC
INCREASED
Shares5,756 from 5,666
Change+90 (+2%)
Value$1.5M (-$167.0K)
Filed 2026-10-29
LaFleur & Godfrey LLC
DECREASED
Shares5,716 from 6,671
Change-955 (-14%)
Value$1.5M (-$477.0K)
Filed 2026-10-27
Fort Washington Investment Advisors Inc
UNCHANGED
Shares5,672 from 5,672
Change0 (0%)
Value$1.5M (-$191.0K)
Filed 2026-10-15
Element Pointe Advisors, LLC
UNCHANGED
Shares5,661 from 5,661
Change0 (0%)
Value$1.5M (-$190.7K)
Filed 2026-10-21
Moody National Bank Trust Division
DECREASED
Shares5,596 from 9,347
Change-3,751 (-40%)
Value$1.5M (-$1.3M)
Filed 2026-10-06
Core Wealth Partners LLC
INCREASED
Shares5,575 from 5,491
Change+84 (+2%)
Value$1.5M (-$162.9K)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares5,571 from 5,430
Change+141 (+3%)
Value$1.5M (-$145.5K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares5,558 from 5,032
Change+526 (+10%)
Value$1.5M (-$30.4K)
Filed 2026-10-13
Colonial River Investments, LLC
INCREASED
Shares5,546 from 5,336
Change+210 (+4%)
Value$1.5M (-$124.2K)
Filed 2026-10-19
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,541 from 5,616
Change-75 (-1%)
Value$1.5M (-$209.0K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares5,527
Change+5,527
Value$1.5M
Filed 2026-10-19
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares5,521 from 5,735
Change-214 (-4%)
Value$1.5M (-$249.7K)
Filed 2026-10-20
Perpetual Ltd
INCREASED
Shares5,493 from 1,494
Change+3,999 (+268%)
Value$1.5M (+$1.0M)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED
Shares5,454 from 4,907
Change+547 (+11%)
Value$1.5M (+$304.4K)
Filed 2026-10-13
Providence First Trust Co
NEW
Shares5,437
Change+5,437
Value$1.4M
Filed 2026-11-02
Aljian Capital Management, LLC
INCREASED
Shares5,433 from 2,295
Change+3,138 (+137%)
Value$1.4M (+$751.9K)
Filed 2026-10-28
Mechanics Financial Corp
DECREASED
Shares5,396 from 5,934
Change-538 (-9%)
Value$1.4M (-$342.0K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
DECREASED
Shares5,354 from 5,775
Change-421 (-7%)
Value$1.4M (-$305.7K)
Filed 2026-10-16
Condor Capital Management
INCREASED
Shares5,341 from 5,326
Change+15 (+0%)
Value$1.4M (-$175.4K)
Filed 2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-15
Kercheville Advisors, LLC
INCREASED
Shares5,279 from 5,014
Change+265 (+5%)
Value$1.4M (-$98.9K)
Filed 2026-10-19
Eagle Wealth Strategies LLC
INCREASED
Shares5,263 from 5,199
Change+64 (+1%)
Value$1.4M (-$158.2K)
Filed 2026-10-20
Avior Wealth Management, LLC
DECREASED
Shares5,241 from 5,367
Change-126 (-2%)
Value$1.4M (-$214.3K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares5,230 from 2,671
Change+2,559 (+96%)
Value$1.4M (+$586.2K)
Filed 2026-11-04
Genus Capital Management Inc.
DECREASED
Shares5,155 from 35,250
Change-30,095 (-85%)
Value$1.4M (-$9.1M)
Filed 2026-11-04
Hanseatic Management Services Inc
INCREASED
Shares5,144 from 5,002
Change+142 (+3%)
Value$1.4M (-$130.9K)
Filed 2026-10-27
Avestar Capital, LLC
DECREASED
Shares5,135 from 13,771
Change-8,636 (-63%)
Value$1.4M (-$2.7M)
Filed 2026-10-28
Wespac Advisors SoCal, LLC
INCREASED
Shares5,120 from 2,866
Change+2,254 (+79%)
Value$1.4M (+$499.0K)
Filed 2026-10-13
Sepio Capital, LP
DECREASED
Shares5,096 from 5,353
Change-257 (-5%)
Value$1.3M (-$248.2K)
Filed 2026-10-22
Valley Wealth Managers, Inc.
INCREASED
Shares5,091 from 4,931
Change+160 (+3%)
Value$1.3M (-$123.8K)
Filed 2026-10-09
Global Trust Asset Management, LLC
INCREASED
Shares5,080 from 3,058
Change+2,022 (+66%)
Value$1.3M (+$431.2K)
Filed 2026-10-19
Journey Advisory Group, LLC
INCREASED
Shares5,074 from 4,964
Change+110 (+2%)
Value$1.3M (-$138.1K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares5,064 from 3,180
Change+1,884 (+59%)
Value$1.3M (+$390.4K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares5,064 from 4,887
Change+177 (+4%)
Value$1.3M (-$117.8K)
Filed 2026-11-04
Intesa Sanpaolo Wealth Management
INCREASED
Shares5,011 from 165
Change+4,846 (+2937%)
Value$1.3M (+$1.3M)
Filed 2026-10-28
LVW Advisors, LLC
INCREASED
Shares5,006 from 4,984
Change+22 (+0%)
Value$1.3M (-$162.0K)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares4,989 from 2,727
Change+2,262 (+83%)
Value$1.3M (+$506.0K)
Filed 2026-10-07
HBK Sorce Advisory LLC
INCREASED
Shares4,908 from 4,294
Change+614 (+14%)
Value$655.5K (-$250.6K)
Filed 2026-11-06
Legacy Wealth Asset Management, LLC
NEW
Shares4,828
Change+4,828
Value$1.3M
Filed 2026-10-09
Kesler, Norman & Wride, LLC
INCREASED
Shares4,814 from 4,549
Change+265 (+6%)
Value$1.3M (-$83.5K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares4,799 from 1,610
Change+3,189 (+198%)
Value$1.3M (+$788.4K)
Filed 2026-10-13
Aprio Wealth Management, LLC
INCREASED
Shares4,799 from 3,691
Change+1,108 (+30%)
Value$1.3M (+$168.4K)
Filed 2026-10-28
PDS Planning, Inc
INCREASED
Shares4,741 from 4,541
Change+200 (+4%)
Value$1.3M (-$100.1K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares4,738 from 4,639
Change+99 (+2%)
Value$1.3M (-$130.2K)
Filed 2026-11-04
Whalen Wealth Management Inc.
INCREASED
Shares4,723 from 4,484
Change+239 (+5%)
Value$1.2M (-$88.0K)
Filed 2026-10-08
King Luther Capital Management Corp
INCREASED
Shares4,673 from 4,538
Change+135 (+3%)
Value$1.2M (-$117.2K)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares4,611 from 4,612
Change-1 (0%)
Value$1.2M (-$155.5K)
Filed 2026-11-04
True Private Wealth Advisors
DECREASED
Shares4,603 from 13,883
Change-9,280 (-67%)
Value$1.2M (-$2.9M)
Filed 2026-10-19
Hudock, Inc.
INCREASED
Shares4,579 from 3,702
Change+877 (+24%)
Value$1.2M (+$107.1K)
Filed 2026-10-14
Simon Quick Advisors, LLC
INCREASED
Shares4,552 from 4,284
Change+268 (+6%)
Value$1.2M (-$73.6K)
Filed 2026-10-26
Howard Financial Services, Ltd.
INCREASED
Shares4,480 from 4,266
Change+214 (+5%)
Value$1.2M (-$87.3K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,459 from 3,386
Change+1,073 (+32%)
Value$1.2M (+$169.2K)
Filed 2026-11-03
BankChampaign, National Association
DECREASED
Shares4,434 from 4,745
Change-311 (-7%)
Value$1.2M (-$242.0K)
Filed 2026-10-19
Impact Capital Partners LLC
INCREASED
Shares4,433 from 3,527
Change+906 (+26%)
Value$1.2M (+$120.6K)
Filed 2026-10-22
Marino, Stram & Associates LLC
DECREASED
Shares4,424 from 4,599
Change-175 (-4%)
Value$1.2M (-$201.0K)
Filed 2026-10-22
Traynor Capital Management, Inc.
INCREASED
Shares4,364 from 3,522
Change+842 (+24%)
Value$1.2M (+$103.8K)
Filed 2026-10-29
Advisor OS, LLC
DECREASED
Shares4,344 from 4,576
Change-232 (-5%)
Value$1.1M (-$215.4K)
Filed 2026-11-03
Blue Line Capital, LLC / IL
NEW
Shares4,342
Change+4,342
Value$1.1M
Filed 2026-11-04
Everest Financial Group LLC
DECREASED
Shares4,298 from 4,380
Change-82 (-2%)
Value$1.1M (-$169.3K)
Filed 2026-11-06
Net Worth Advisory Group
DECREASED
Shares4,254 from 4,728
Change-474 (-10%)
Value$1.1M (-$268.0K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
INCREASED
Shares4,247 from 3,255
Change+992 (+30%)
Value$1.1M (+$152.2K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares4,237
Change+4,237
Value$1.1M
Filed 2026-10-30
Intrua Financial, LLC
INCREASED
Shares4,229 from 3,995
Change+234 (+6%)
Value$1.1M (-$72.9K)
Filed 2026-10-28
One Wealth Capital Management, LLC
DECREASED
Shares4,223 from 4,265
Change-42 (-1%)
Value$1.1M (-$154.7K)
Filed 2026-10-23
Chicago Capital, LLC
INCREASED
Shares4,202 from 3,454
Change+748 (+22%)
Value$1.1M (+$81.4K)
Filed 2026-10-13
Facet Wealth, Inc.
INCREASED
Shares4,200 from 2,857
Change+1,343 (+47%)
Value$1.1M (+$258.6K)
Filed 2026-11-04
Mitchell Sinkler & Starr
INCREASED
Shares4,193 from 4,063
Change+130 (+3%)
Value$1.1M (-$102.5K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
DECREASED
Shares4,182 from 4,560
Change-378 (-8%)
Value$1.1M (-$135.6K)
Filed 2026-11-02
Donoghue Forlines LLC
DECREASED
Shares4,147 from 14,934
Change-10,787 (-72%)
Value$1.1M (-$3.4M)
Filed 2026-11-02
Goldenstone Wealth Management LLC
INCREASED
Shares4,146 from 4,094
Change+52 (+1%)
Value$1.1M (-$124.3K)
Filed 2026-11-04
Trueblood Wealth Management, LLC
INCREASED
Shares4,143 from 4,139
Change+4 (+0%)
Value$1.1M (-$138.2K)
Filed 2026-10-23
Gryphon Financial Partners LLC
DECREASED
Shares4,141 from 4,794
Change-653 (-14%)
Value$1.1M (-$334.0K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares4,130 from 3,888
Change+242 (+6%)
Value$1.1M (-$66.9K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares4,125 from 3,231
Change+894 (+28%)
Value$1.1M (+$127.4K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
INCREASED
Shares4,124 from 3,933
Change+191 (+5%)
Value$1.1M (-$82.3K)
Filed 2026-10-20
Accel Wealth Management
INCREASED
Shares4,119 from 4,110
Change+9 (+0%)
Value$1.1M (-$136.0K)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares4,113 from 4,228
Change-115 (-3%)
Value$1.1M (-$172.9K)
Filed 2026-10-22
Brown, Lisle Ings, Inc.
INCREASED
Shares4,110 from 4,070
Change+40 (+1%)
Value$1.1M (-$126.5K)
Filed 2026-10-16
Eleva Capital SAS
NEW
Shares4,108
Change+4,108
Value$1.1M
Filed 2026-10-06
M Holdings Securities, Inc.
NEW
Shares4,071
Change+4,071
Value$786
Filed 2026-11-03
BIP Wealth, LLC
DECREASED
Shares4,067 from 4,140
Change-73 (-2%)
Value$1.1M (-$158.6K)
Filed 2026-10-22
Private Trust Co NA
DECREASED
Shares4,029 from 4,087
Change-58 (-1%)
Value$1.1M (-$153.0K)
Filed 2026-10-20
Vann Equity Management LLC
INCREASED
Shares4,016 from 4,013
Change+3 (+0%)
Value$1.1M (-$134.5K)
Filed 2026-10-08
Cypress Capital Group
INCREASED
Shares4,007 from 3,820
Change+187 (+5%)
Value$1.1M (-$79.3K)
Filed 2026-11-03
S.A. Mason LLC
INCREASED
Shares3,998 from 746
Change+3,252 (+436%)
Value$1.1M (+$834.1K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares3,996 from 709
Change+3,287 (+464%)
Value$1.1M (+$844.4K)
Filed 2026-10-14
First Affirmative Financial Network
NEW
Shares3,937
Change+3,937
Value$1.0M
Filed 2026-10-21
Jeppson Wealth Management, LLC
INCREASED
Shares3,926 from 3,923
Change+3 (+0%)
Value$1.0M (-$131.3K)
Filed 2026-10-20
Advisory Solutions Group, LLC
NEW
Shares3,917
Change+3,917
Value$1.0M
Filed 2026-10-14
Catalyst Financial Partners LLC
INCREASED
Shares3,889 from 3,031
Change+858 (+28%)
Value$1.0M (+$124.6K)
Filed 2026-11-06
Nilsine Partners, LLC
INCREASED
Shares3,851 from 2,725
Change+1,126 (+41%)
Value$1.0M (+$205.7K)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
NEW
Shares3,844
Change+3,844
Value$1.0M
Filed 2026-10-27
Portside Wealth Group, LLC
INCREASED
Shares3,838 from 1,598
Change+2,240 (+140%)
Value$1.0M (+$538.0K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares3,835
Change+3,835
Value$1.0M
Filed 2026-10-16
Sanders Morris Harris LLC
NEW
Shares3,815
Change+3,815
Value$1.0M
Filed 2026-10-14
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares3,768 from 2,763
Change+1,005 (+36%)
Value$995.5K (+$172.5K)
Filed 2026-11-06
NBH Bank
DECREASED
Shares3,754 from 4,128
Change-374 (-9%)
Value$991.8K (-$237.8K)
Filed 2026-11-05
Milestone Asset Management, LLC
INCREASED
Shares3,752 from 3,097
Change+655 (+21%)
Value$991.3K (+$68.6K)
Filed 2026-10-15
Cambiar Investors LLC
DECREASED
Shares3,745 from 3,849
Change-104 (-3%)
Value$989.5K (-$157.1K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
DECREASED
Shares3,733 from 5,827
Change-2,094 (-36%)
Value$986.3K (-$749.5K)
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares3,715 from 1,102
Change+2,613 (+237%)
Value$981.5K (+$653.3K)
Filed 2026-10-15
Lodestone Wealth Management LLC
DECREASED
Shares3,702 from 3,763
Change-61 (-2%)
Value$978.0K (-$143.0K)
Filed 2026-10-14
REX Advisers, LLC
NEW
Shares3,700
Change+3,700
Value$974.1K
Filed 2026-10-08
Balefire, LLC
INCREASED
Shares3,680 from 1,244
Change+2,436 (+196%)
Value$972.3K (+$601.7K)
Filed 2026-10-09
Eagle Strategies LLC
NEW
Shares3,652
Change+3,652
Value$965.0K
Filed 2026-10-16
Pinkerton Wealth, LLC
NEW
Shares3,651
Change+3,651
Value$964.6K
Filed 2026-10-29
Bigelow Investment Advisors, LLC
INCREASED
Shares3,600 from 3,321
Change+279 (+8%)
Value$951.2K (-$38.1K)
Filed 2026-10-13
Trust Point Inc.
NEW
Shares3,586
Change+3,586
Value$947.5K
Filed 2026-10-27
Congress Asset Management Co
INCREASED
Shares3,573 from 3,569
Change+4 (+0%)
Value$944.0K (-$119.1K)
Filed 2026-10-06
Oslo Pensjonsforsikring AS
INCREASED
Shares3,566 from 2,755
Change+811 (+29%)
Value$942.2K (+$121.5K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
INCREASED
Shares3,510 from 3,049
Change+461 (+15%)
Value$927.4K (+$19.1K)
Filed 2026-10-28
Zions Bancorporation, National Association
DECREASED
Shares3,501 from 4,908
Change-1,407 (-29%)
Value$925.0K (-$537.0K)
Filed 2026-11-06
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares3,490 from 4,650
Change-1,160 (-25%)
Value$922.1K (-$463.1K)
Filed 2026-10-29
World Equity Group, Inc.
DECREASED
Shares3,486 from 3,527
Change-41 (-1%)
Value$921.0K (-$129.6K)
Filed 2026-10-14
Eos Management, L.P.
NEW
Shares3,480
Change+3,480
Value$919.5K
Filed 2026-10-27
Fiduciary Financial Group, LLC
DECREASED
Shares3,469 from 4,379
Change-910 (-21%)
Value$916.5K (-$387.9K)
Filed 2026-10-13
Linden Rose Investment LLC
UNCHANGED
Shares3,452 from 3,452
Change0 (0%)
Value$912.1K (-$116.3K)
Filed 2026-11-03
Independence Bank of Kentucky
DECREASED
Shares3,450 from 3,950
Change-500 (-13%)
Value$911.5K (-$265.1K)
Filed 2026-10-26
Clearwave Capital, LLC
INCREASED
Shares3,449 from 2,948
Change+501 (+17%)
Value$911.1K (+$33.1K)
Filed 2026-10-27
Mirador Capital Partners LP
INCREASED
Shares3,438 from 3,172
Change+266 (+8%)
Value$908.4K (-$36.6K)
Filed 2026-10-09
Leuthold Group, LLC
UNCHANGED
Shares3,435 from 3,435
Change0 (0%)
Value$907.6K (-$115.7K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
INCREASED
Shares3,389 from 3,377
Change+12 (+0%)
Value$972.6K (+$53.9K)
Filed 2026-10-09
Azzad Asset Management Inc
NEW
Shares3,386
Change+3,386
Value$894.7K
Filed 2026-11-04
Pinnacle Bancorp, Inc.
DECREASED
Shares3,380 from 3,430
Change-50 (-1%)
Value$893.0K (-$128.7K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares3,357 from 1,902
Change+1,455 (+77%)
Value$887.0K (+$320.4K)
Filed 2026-10-22
3Chopt Investment Partners, LLC
INCREASED
Shares3,357 from 2,247
Change+1,110 (+49%)
Value$887.0K (+$217.6K)
Filed 2026-10-30
Triad Wealth Partners, LLC
INCREASED
Shares3,342 from 3,020
Change+322 (+11%)
Value$883.0K (+$297.8K)
Filed 2026-10-26
Pittenger & Anderson Inc
INCREASED
Shares3,335 from 455
Change+2,880 (+633%)
Value$881.1K (+$745.6K)
Filed 2026-11-02
Johnson & White Wealth Management, LLC
DECREASED
Shares3,320 from 3,544
Change-224 (-6%)
Value$877.2K (-$178.5K)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares3,311 from 34,237
Change-30,926 (-90%)
Value$874.8K (-$9.3M)
Filed 2026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED
Shares3,281 from 3,281
Change0 (0%)
Value$866.9K (-$110.5K)
Filed 2026-10-28
Enterprise Financial Services Corp
INCREASED
Shares3,278 from 3,174
Change+104 (+3%)
Value$866.1K (-$79.4K)
Filed 2026-11-03
Whitener Capital Management, Inc.
INCREASED
Shares3,258 from 3,165
Change+93 (+3%)
Value$860.8K (-$82.0K)
Filed 2026-10-15
Sawgrass Asset Management LLC
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$858.7K (-$109.5K)
Filed 2026-11-03
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares3,240 from 3,366
Change-126 (-4%)
Value$856.1K (-$146.6K)
Filed 2026-10-22
Gagnon Securities LLC
INCREASED
Shares3,232 from 2,923
Change+309 (+11%)
Value$853.9K (-$16.8K)
Filed 2026-11-05
McAdam, LLC
DECREASED
Shares3,216 from 3,548
Change-332 (-9%)
Value$849.8K (-$207.2K)
Filed 2026-10-21
Birch Hill Investment Advisors LLC
UNCHANGED
Shares3,208 from 3,208
Change0 (0%)
Value$847.6K (-$108.0K)
Filed 2026-10-16
Angeles Wealth Management, LLC
INCREASED
Shares3,207 from 2,278
Change+929 (+41%)
Value$847.3K (+$168.7K)
Filed 2026-10-26
JW Asset Management, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$845.5K (-$107.8K)
Filed 2026-11-06
McHugh Group, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$845.4K (-$107.8K)
Filed 2026-10-19
Rothwell Investment Advisors, LLC
NEW
Shares3,148
Change+3,148
Value$831.6K
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
NEW
Shares3,101
Change+3,101
Value$819.4K
Filed 2026-10-16
AdvisorNet Financial, Inc
INCREASED
Shares3,083 from 2,848
Change+235 (+8%)
Value$756.2K (-$92.2K)
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares3,073 from 2,166
Change+907 (+42%)
Value$811.8K (+$166.5K)
Filed 2026-10-22
PUREfi Wealth, LLC
INCREASED
Shares3,042 from 2,985
Change+57 (+2%)
Value$803.7K (-$85.5K)
Filed 2026-10-19
AIA Group Ltd
INCREASED
Shares3,027 from 2,578
Change+449 (+17%)
Value$799.8K (+$31.8K)
Filed 2026-10-30
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares3,019 from 3,046
Change-27 (-1%)
Value$797.7K (-$109.7K)
Filed 2026-10-19
First Business Financial Services, Inc.
INCREASED
Shares3,011 from 3,001
Change+10 (+0%)
Value$795.5K (-$98.4K)
Filed 2026-10-29
DLK Investment Management, LLC
NEW
Shares3,010
Change+3,010
Value$795.3K
Filed 2026-10-09
Absolute Capital Management, LLC
INCREASED
Shares3,010 from 2,602
Change+408 (+16%)
Value$795.3K (+$20.2K)
Filed 2026-10-16
Uhlmann Price Securities, LLC
INCREASED
Shares3,000 from 1,815
Change+1,185 (+65%)
Value$792.6K (+$252.0K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares2,935 from 2,935
Change0 (0%)
Value$775.5K (-$98.9K)
Filed 2026-10-23
Tobam
INCREASED
Shares2,916 from 1,296
Change+1,620 (+125%)
Value$770 (-$385.2K)
Filed 2026-11-03
Bensler, LLC
INCREASED
Shares2,911 from 2,903
Change+8 (+0%)
Value$769.2K (-$95.6K)
Filed 2026-11-05
Financial Security Advisor, Inc.
INCREASED
Shares2,905 from 2,824
Change+81 (+3%)
Value$767.6K (-$73.7K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares2,895 from 2,127
Change+768 (+36%)
Value$764.9K (+$131.3K)
Filed 2026-11-02
71 West Capital Partners
INCREASED
Shares2,864 from 1,910
Change+954 (+50%)
Value$756.7K (+$187.7K)
Filed 2026-11-04
Prudent Man Advisors, LLC
DECREASED
Shares2,857 from 8,208
Change-5,351 (-65%)
Value$754.8K (-$1.7M)
Filed 2026-11-03
Hoxton Planning & Management, LLC
INCREASED
Shares2,844 from 2,815
Change+29 (+1%)
Value$751.4K (-$87.1K)
Filed 2026-10-15
Jefferies Financial Group Inc.
DECREASED
Shares2,837 from 6,480
Change-3,643 (-56%)
Value$749.6K (-$1.2M)
Filed 2026-11-05
GAM Holding AG
INCREASED
Shares2,835 from 2,782
Change+53 (+2%)
Value$749.0K (-$79.7K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED
Shares2,833 from 2,283
Change+550 (+24%)
Value$748.5K (+$68.4K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares2,832 from 3,528
Change-696 (-20%)
Value$748.2K (-$302.9K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
DECREASED
Shares2,821 from 2,879
Change-58 (-2%)
Value$745.3K (-$112.3K)
Filed 2026-11-04
Marathon Mission, Inc.
INCREASED
Shares2,801 from 2,746
Change+55 (+2%)
Value$740.1K (-$78.0K)
Filed 2026-10-01
United Advisor Group, LLC
DECREASED
Shares2,799 from 4,118
Change-1,319 (-32%)
Value$739.6K (-$487.2K)
Filed 2026-11-03
R Squared Ltd
NEW
Shares2,781
Change+2,781
Value$734.8K
Filed 2026-11-06
Quadcap Wealth Management, LLC
INCREASED
Shares2,768 from 2,673
Change+95 (+4%)
Value$731.3K (-$64.9K)
Filed 2026-11-02
Bernardo Wealth Planning LLC
INCREASED
Shares2,766 from 1,259
Change+1,507 (+120%)
Value$730.8K (+$355.8K)
Filed 2026-10-23
Valmark Advisers, Inc.
DECREASED
Shares2,760 from 2,847
Change-87 (-3%)
Value$729.1K (-$119.1K)
Filed 2026-11-06
Box Hill Private Wealth LLC
UNCHANGED
Shares2,756 from 2,756
Change0 (0%)
Value$728.3K (-$92.6K)
Filed 2026-10-05
Income Insurance Ltd
INCREASED
Shares2,730 from 2,530
Change+200 (+8%)
Value$721.3K (-$32.4K)
Filed 2026-10-21
Montecito Bank & Trust
INCREASED
Shares2,725 from 2,640
Change+85 (+3%)
Value$720.0K (-$66.5K)
Filed 2026-10-01
Ignite Planners, LLC
INCREASED
Shares2,722 from 2,109
Change+613 (+29%)
Value$719.1K (+$91.0K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares2,715 from 6,142
Change-3,427 (-56%)
Value$717.3K (-$1.1M)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED
Shares2,696 from 2,621
Change+75 (+3%)
Value$712.3K (-$68.5K)
Filed 2026-11-02
Well Done, LLC
DECREASED
Shares2,677 from 2,807
Change-130 (-5%)
Value$707.3K (-$128.9K)
Filed 2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares2,667 from 841
Change+1,826 (+217%)
Value$704.7K (+$454.1K)
Filed 2026-11-04
Calamos Wealth Management LLC
INCREASED
Shares2,663 from 2,576
Change+87 (+3%)
Value$703.6K (-$63.8K)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares2,661 from 2,528
Change+133 (+5%)
Value$703.0K (-$50.0K)
Filed 2026-11-02
North Star Investment Management Corp.
DECREASED
Shares2,649 from 3,347
Change-698 (-21%)
Value$699.9K (-$297.0K)
Filed 2026-10-27
HBW Advisory Services LLC
INCREASED
Shares2,641 from 2,270
Change+371 (+16%)
Value$697.8K (+$21.6K)
Filed 2026-10-15
Wright Investors Service Inc
NEW
Shares2,640
Change+2,640
Value$697.5K
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares2,640 from 2,303
Change+337 (+15%)
Value$697.5K (+$11.5K)
Filed 2026-10-14
Resonant Capital Advisors, LLC
INCREASED
Shares2,638 from 2,414
Change+224 (+9%)
Value$697.0K (-$22.1K)
Filed 2026-10-15
Coyle Financial Counsel LLC
DECREASED
Shares2,634 from 2,763
Change-129 (-5%)
Value$695.9K (-$127.1K)
Filed 2026-10-28
Evergreen Capital Management LLC
INCREASED
Shares2,632 from 1,579
Change+1,053 (+67%)
Value$695.5K (+$225.1K)
Filed 2026-10-23
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,623 from 2,957
Change-334 (-11%)
Value$693.0K (-$187.8K)
Filed 2026-10-28
LeConte Wealth Management, LLC
INCREASED
Shares2,584 from 2,552
Change+32 (+1%)
Value$682.7K (-$77.5K)
Filed 2026-10-20
Conning Inc.
INCREASED
Shares2,577 from 1,764
Change+813 (+46%)
Value$680.9K (+$155.4K)
Filed 2026-10-27
Sara-Bay Financial
INCREASED
Shares2,568 from 2,468
Change+100 (+4%)
Value$678.5K (-$56.7K)
Filed 2026-10-21
Nolet Wealth Management, LLC
DECREASED
Shares2,563 from 2,755
Change-192 (-7%)
Value$677.2K (-$143.5K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares2,552 from 2,633
Change-81 (-3%)
Value$674.4K (-$109.8K)
Filed 2026-10-26
Arista Wealth Management, LLC
NEW
Shares2,543
Change+2,543
Value$671.9K
Filed 2026-10-29
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares2,509 from 2,509
Change0 (0%)
Value$662.8K (-$84.4K)
Filed 2026-10-09
Blue Trust, Inc.
DECREASED
Shares2,495 from 4,018
Change-1,523 (-38%)
Value$659.2K (-$537.8K)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares2,483 from 1,107
Change+1,376 (+124%)
Value$656.2K (+$326.4K)
Filed 2026-10-26
Wealth Architects, LLC
DECREASED
Shares2,472 from 2,869
Change-397 (-14%)
Value$653.1K (-$201.5K)
Filed 2026-11-03
Redwood Financial Network Corp
DECREASED
Shares2,462 from 2,827
Change-365 (-13%)
Value$650.5K (-$191.5K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
INCREASED
Shares2,458 from 2,027
Change+431 (+21%)
Value$649.3K (+$45.4K)
Filed 2026-11-02
Wealth Group Ltd
DECREASED
Shares2,447 from 3,623
Change-1,176 (-32%)
Value$1.3M (+$186.9K)
Filed 2026-10-07
Money Concepts Capital Corp
NEW
Shares2,432
Change+2,432
Value$642.6K
Filed 2026-11-06
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,410 from 2,136
Change+274 (+13%)
Value$636.7K (+$453)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED
Shares2,408 from 2,024
Change+384 (+19%)
Value$636.2K (+$33.3K)
Filed 2026-10-26
PFG Private Wealth Management, LLC
DECREASED
Shares2,406 from 3,347
Change-941 (-28%)
Value$635.6K (-$361.5K)
Filed 2026-10-15
Accredited Investors Inc.
DECREASED
Shares2,397 from 3,319
Change-922 (-28%)
Value$633.3K (-$355.4K)
Filed 2026-11-03
Richards, Merrill & Peterson, Inc.
INCREASED
Shares2,394 from 2,171
Change+223 (+10%)
Value$632.5K (-$14.2K)
Filed 2026-10-19
ProCore Advisors, LLC
INCREASED
Shares2,392 from 2,207
Change+185 (+8%)
Value$632.1K (-$25.2K)
Filed 2026-10-14
Patten Group, Inc.
INCREASED
Shares2,375 from 1,603
Change+772 (+48%)
Value$627.5K (+$150.0K)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,374 from 2,262
Change+112 (+5%)
Value$627.2K (-$46.6K)
Filed 2026-10-27
CX Institutional
INCREASED
Shares2,370 from 1,869
Change+501 (+27%)
Value$626 (+$69)
Filed 2026-10-02
Heffernan Advisory, Inc
INCREASED
Shares2,369 from 1,196
Change+1,173 (+98%)
Value$625.9K (+$269.6K)
Filed 2026-10-13
Diesslin Group, Inc.
UNCHANGED
Shares2,353 from 2,353
Change0 (0%)
Value$621.7K (-$79.2K)
Filed 2026-10-14
Transcendent Capital Group LLC
INCREASED
Shares2,350 from 1,735
Change+615 (+35%)
Value$620.9K (+$104.1K)
Filed 2026-10-28
Cypress Wealth Services, LLC
INCREASED
Shares2,348 from 2,288
Change+60 (+3%)
Value$673.9K (-$7.8K)
Filed 2026-10-21
Alps Advisors Inc
DECREASED
Shares2,329 from 8,125
Change-5,796 (-71%)
Value$615.3K (-$1.8M)
Filed 2026-11-03
Snider Financial Group
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$613.0K (-$78.1K)
Filed 2026-10-16
Victory Financial Group, LLC
INCREASED
Shares2,312 from 2,138
Change+174 (+8%)
Value$610.9K (-$26.0K)
Filed 2026-10-27
Bison Wealth, LLC
DECREASED
Shares2,311 from 2,326
Change-15 (-1%)
Value$614.5K (+$34.7K)
Filed 2026-10-13
FSM Wealth Advisors, LLC
INCREASED
Shares2,303 from 2,138
Change+165 (+8%)
Value$632.6K (-$4.3K)
Filed 2026-10-27
McGuire Investment Group, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$607.7K (-$77.5K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares2,299 from 1,247
Change+1,052 (+84%)
Value$607.4K (+$235.9K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
INCREASED
Shares2,281 from 2,179
Change+102 (+5%)
Value$602.6K (-$46.6K)
Filed 2026-10-22
Paladin Wealth, LLC
NEW
Shares2,271
Change+2,271
Value$600.1K
Filed 2026-10-23
USAdvisors Wealth Management, LLC
INCREASED
Shares2,271 from 2,258
Change+13 (+1%)
Value$600 (-$671.4K)
Filed 2026-10-21
Fulton Bank, N.A.
INCREASED
Shares2,246 from 2,179
Change+67 (+3%)
Value$593.4K (-$55.7K)
Filed 2026-10-14
E&G Advisors, LLC
INCREASED
Shares2,240 from 2,225
Change+15 (+1%)
Value$591.8K (-$71.0K)
Filed 2026-10-13
Synergy Asset Management, LLC
INCREASED
Shares2,223 from 2,117
Change+106 (+5%)
Value$587.3K (-$43.3K)
Filed 2026-11-05
Westbourne Investment Advisors, Inc.
DECREASED
Shares2,211 from 2,226
Change-15 (-1%)
Value$584.2K (-$78.9K)
Filed 2026-10-20
Capital Management Associates
DECREASED
Shares2,200 from 3,000
Change-800 (-27%)
Value$581.3K (-$312.4K)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
DECREASED
Shares2,200 from 2,890
Change-690 (-24%)
Value$581.3K (-$279.6K)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares2,200 from 2,625
Change-425 (-16%)
Value$581.3K (-$200.7K)
Filed 2026-11-03
Curated Wealth Partners LLC
INCREASED
Shares2,192 from 812
Change+1,380 (+170%)
Value$579.1K (+$337.3K)
Filed 2026-10-15
Abacus Wealth Partners, LLC
DECREASED
Shares2,184 from 2,423
Change-239 (-10%)
Value$577.0K (-$144.8K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares2,182 from 2,487
Change-305 (-12%)
Value$576.5K (-$164.3K)
Filed 2026-10-26
Scissortail Wealth Management, LLC
UNCHANGED
Shares2,181 from 2,181
Change0 (0%)
Value$576.2K (-$73.5K)
Filed 2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED
Shares2,179 from 2,556
Change-377 (-15%)
Value$591.2K (-$170.2K)
Filed 2026-10-09
JGP Wealth Management, LLC
DECREASED
Shares2,172 from 2,312
Change-140 (-6%)
Value$574.0K (-$114.7K)
Filed 2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
NEW
Shares2,146
Change+2,146
Value$567.0K
Filed 2026-10-26
Beacon Financial Group
INCREASED
Shares2,141 from 1,642
Change+499 (+30%)
Value$565.7K (+$76.5K)
Filed 2026-10-19
Left Brain Wealth Management, LLC
DECREASED
Shares2,139 from 2,194
Change-55 (-3%)
Value$565.1K (-$88.4K)
Filed 2026-10-28
Old Port Advisors
DECREASED
Shares2,139 from 2,166
Change-27 (-1%)
Value$565.1K (-$80.1K)
Filed 2026-10-23
Piar LLC
NEW
Shares2,135
Change+2,135
Value$564.1K
Filed 2026-10-21
Procyon Advisors, LLC
INCREASED
Shares2,135 from 1,517
Change+618 (+41%)
Value$564.1K (+$112.2K)
Filed 2026-10-21
Coquina Private Wealth LLC
DECREASED
Shares2,130 from 2,429
Change-299 (-12%)
Value$562.8K (-$160.9K)
Filed 2026-10-27
Mindset Wealth Management, LLC
INCREASED
Shares2,130 from 1,884
Change+246 (+13%)
Value$562.7K (+$1.6K)
Filed 2026-10-19
Principle Wealth Partners LLC
INCREASED
Shares2,129 from 1,478
Change+651 (+44%)
Value$562.7K (+$122.4K)
Filed 2026-11-02
Kathmere Capital Management, LLC
INCREASED
Shares2,127 from 1,928
Change+199 (+10%)
Value$562.0K (-$12.4K)
Filed 2026-10-20
Griffin Asset Management, Inc.
DECREASED
Shares2,114 from 2,284
Change-170 (-7%)
Value$558.6K (-$121.8K)
Filed 2026-10-22
Washington Trust Co
UNCHANGED
Shares2,091 from 2,091
Change0 (0%)
Value$552.5K (-$70.4K)
Filed 2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED
Shares2,080 from 2,053
Change+27 (+1%)
Value$549.6K (-$62.0K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
DECREASED
Shares2,069 from 4,363
Change-2,294 (-53%)
Value$546.6K (-$753.0K)
Filed 2026-10-13
Trilogy Capital Inc.
INCREASED
Shares2,060 from 1,472
Change+588 (+40%)
Value$544.3K (+$105.8K)
Filed 2026-10-20
Shoker Investment Counsel, Inc.
DECREASED
Shares2,047 from 2,060
Change-13 (-1%)
Value$541.0K (-$72.6K)
Filed 2026-11-04
Central Pacific Bank - Trust Division
NEW
Shares2,040
Change+2,040
Value$539.0K
Filed 2026-10-06
Eagle Wealth Advisors LLC
INCREASED
Shares2,035 from 1,901
Change+134 (+7%)
Value$537.7K (-$28.6K)
Filed 2026-10-20
Cornerstone Advisory, LLC
DECREASED
Shares2,019 from 2,781
Change-762 (-27%)
Value$533.5K (-$295.0K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
INCREASED
Shares2,007 from 1,609
Change+398 (+25%)
Value$530.3K (+$51.0K)
Filed 2026-10-29
Ibex Wealth Advisors
NEW
Shares2,000
Change+2,000
Value$528.4K
Filed 2026-11-06
OAK Family Advisors, LLC
DECREASED
Shares2,000 from 2,275
Change-275 (-12%)
Value$528.4K (-$149.3K)
Filed 2026-10-19
First Growth Capital LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$528.4K (-$67.4K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares1,977 from 1,373
Change+604 (+44%)
Value$522.5K (+$113.4K)
Filed 2026-10-29
Courier Capital LLC
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$521.8K (-$66.5K)
Filed 2026-10-19
Millennium Capital Advisors, LLC
DECREASED
Shares1,970 from 2,070
Change-100 (-5%)
Value$520.5K (-$96.1K)
Filed 2026-10-16
Miramontes Capital, LLC
DECREASED
Shares1,970 from 2,006
Change-36 (-2%)
Value$520.4K (-$77.1K)
Filed 2026-10-19
Fulton Breakefield Broenniman LLC
DECREASED
Shares1,968 from 2,558
Change-590 (-23%)
Value$520.0K (-$242.0K)
Filed 2026-11-03
Guidance Capital, Inc
DECREASED
Shares1,964 from 1,983
Change-19 (-1%)
Value$336.7K (-$36.7K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
DECREASED
Shares1,957 from 2,738
Change-781 (-29%)
Value$517.0K (-$298.7K)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
NEW
Shares1,951
Change+1,951
Value$515.5K
Filed 2026-10-28
Doliver Advisors, LP
NEW
Shares1,944
Change+1,944
Value$513.6K
Filed 2026-10-01
Crumly & Associates Inc.
INCREASED
Shares1,940 from 1,668
Change+272 (+16%)
Value$512.6K (+$15.7K)
Filed 2026-10-07
Argus Investors' Counsel, Inc.
DECREASED
Shares1,930 from 2,368
Change-438 (-18%)
Value$509.9K (-$195.5K)
Filed 2026-10-09
Cap Partners, LLC
INCREASED
Shares1,927 from 871
Change+1,056 (+121%)
Value$509.1K (+$249.7K)
Filed 2026-10-19
LCM Capital Management Inc
INCREASED
Shares1,907 from 1,838
Change+69 (+4%)
Value$503.8K (-$43.7K)
Filed 2026-10-20
Tabr Capital Management, LLC
NEW
Shares1,883
Change+1,883
Value$497.5K
Filed 2026-10-20
Foster Group, Inc.
INCREASED
Shares1,880 from 1,861
Change+19 (+1%)
Value$496.7K (-$57.7K)
Filed 2026-10-13
St. Louis Financial Planners Asset Management, LLC
NEW
Shares1,878
Change+1,878
Value$416.3K
Filed 2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,874 from 1,874
Change0 (0%)
Value$495.1K (-$63.1K)
Filed 2026-11-03
Elyxium Wealth, LLC
INCREASED
Shares1,870 from 1,590
Change+280 (+18%)
Value$494.1K (+$20.4K)
Filed 2026-10-27
Tortuga Wealth Management, Inc
INCREASED
Shares1,865 from 1,802
Change+63 (+4%)
Value$493.0K (-$44.1K)
Filed 2026-10-27
Central Valley Advisors, LLC
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$488.8K (-$62.3K)
Filed 2026-10-27
Earned Wealth Advisors, LLC
INCREASED
Shares1,845 from 1,216
Change+629 (+52%)
Value$487.4K (+$125.1K)
Filed 2026-11-06
Purus Wealth Management, LLC
DECREASED
Shares1,841 from 1,892
Change-51 (-3%)
Value$486.4K (-$77.2K)
Filed 2026-10-15
WealthPLAN Partners, LLC
INCREASED
Shares1,833 from 1,781
Change+52 (+3%)
Value$484.3K (-$46.2K)
Filed 2026-10-15
Childress Capital Advisors, LLC
DECREASED
Shares1,826 from 2,045
Change-219 (-11%)
Value$482.4K (-$126.7K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,810 from 2
Change+1,808 (+90400%)
Value$478.3K (+$477.7K)
Filed 2026-10-27
Centennial Wealth Advisory LLC
INCREASED
Shares1,806 from 1,736
Change+70 (+4%)
Value$477.2K (-$40.0K)
Filed 2026-10-16
First American Bank
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$475.3K (-$60.6K)
Filed 2026-10-27
Crown Wealth Group, LLC
DECREASED
Shares1,796 from 1,825
Change-29 (-2%)
Value$474.5K (-$69.1K)
Filed 2026-10-19
San Luis Wealth Advisors LLC
INCREASED
Shares1,788 from 1,649
Change+139 (+8%)
Value$472.5K (-$18.8K)
Filed 2026-10-27
Texas Bank & Trust Co
INCREASED
Shares1,780 from 725
Change+1,055 (+146%)
Value$470.3K (+$254.3K)
Filed 2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED
Shares1,775 from 1,624
Change+151 (+9%)
Value$469.1K (-$14.7K)
Filed 2026-10-20
Allen Capital Group, LLC
INCREASED
Shares1,774 from 1,635
Change+139 (+9%)
Value$468.7K (-$18.3K)
Filed 2026-10-27
Elevation Wealth Management LLC
DECREASED
Shares1,758 from 2,051
Change-293 (-14%)
Value$464.4K (-$146.5K)
Filed 2026-11-02
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares1,756 from 2,073
Change-317 (-15%)
Value$463.9K (-$153.7K)
Filed 2026-10-15
Thrive Wealth Management, LLC
INCREASED
Shares1,755 from 1,584
Change+171 (+11%)
Value$463.8K (-$8.2K)
Filed 2026-10-13
Insight Advisors, LLC/ PA
INCREASED
Shares1,752 from 1,663
Change+89 (+5%)
Value$463.0K (-$32.5K)
Filed 2026-10-22
WBH Advisory Inc
UNCHANGED
Shares1,749 from 1,749
Change0 (0%)
Value$462.2K (-$58.9K)
Filed 2026-11-05
Fulcrum Equity Management
INCREASED
Shares1,743 from 1,389
Change+354 (+25%)
Value$460.5K (+$46.8K)
Filed 2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares1,727
Change+1,727
Value$456.3K
Filed 2026-10-15
Zullo Investment Group, Inc.
UNCHANGED
Shares1,726 from 1,726
Change0 (0%)
Value$456.1K (-$58.1K)
Filed 2026-10-20
Interchange Capital Partners, LLC
DECREASED
Shares1,715 from 1,953
Change-238 (-12%)
Value$454.2K (-$127.6K)
Filed 2026-10-28
Altus Wealth Group LLC
DECREASED
Shares1,709 from 1,823
Change-114 (-6%)
Value$451.5K (-$91.5K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED
Shares1,705 from 1,690
Change+15 (+1%)
Value$450.5K (-$53.0K)
Filed 2026-10-30
Univest Financial Corp
INCREASED
Shares1,699 from 1,365
Change+334 (+24%)
Value$448.9K (+$42.3K)
Filed 2026-11-05
Eagle Bay Advisors LLC
INCREASED
Shares1,698 from 1,659
Change+39 (+2%)
Value$448.6K (-$45.6K)
Filed 2026-10-16
Swiss RE LTD
INCREASED
Shares1,694 from 1,030
Change+664 (+64%)
Value$447.6K (+$140.7K)
Filed 2026-11-06
Woodmont Investment Counsel LLC
DECREASED
Shares1,694 from 1,721
Change-27 (-2%)
Value$447.6K (-$65.1K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares1,684
Change+1,684
Value$445.1K
Filed 2026-10-14
Lynx Investment Advisory
DECREASED
Shares1,684 from 1,884
Change-200 (-11%)
Value$444.9K (-$116.5K)
Filed 2026-10-27
Canopy Partners, LLC
INCREASED
Shares1,681 from 932
Change+749 (+80%)
Value$444.1K (+$166.5K)
Filed 2026-10-28
Grove Bank & Trust
INCREASED
Shares1,663 from 1,651
Change+12 (+1%)
Value$439.4K (-$52.4K)
Filed 2026-10-08
Veratis Advisors, Inc.
INCREASED
Shares1,657 from 1,280
Change+377 (+29%)
Value$437.8K (+$56.5K)
Filed 2026-11-03
Poehling Capital Management, Inc.
DECREASED
Shares1,657 from 1,661
Change-4 (0%)
Value$437.8K (-$57.0K)
Filed 2026-10-20
ADE, LLC
INCREASED
Shares1,655 from 1,650
Change+5 (+0%)
Value$437.3K (-$54.3K)
Filed 2026-10-29
Kaizen Financial Strategies
INCREASED
Shares1,651 from 1,549
Change+102 (+7%)
Value$436.2K (+$14.8K)
Filed 2026-10-09
AMG Asset Management Group, Inc.
NEW
Shares1,631
Change+1,631
Value$431.0K
Filed 2026-10-21
Prevail Innovative Wealth Advisors, LLC
NEW
Shares1,631
Change+1,631
Value$464.4K
Filed 2026-10-20
Journey Retirement Planning & Investment Management LLC
NEW
Shares1,627
Change+1,627
Value$429.9K
Filed 2026-10-09
Flagship Wealth Advisors, LLC
DECREASED
Shares1,626 from 1,633
Change-7 (0%)
Value$429.6K (-$56.8K)
Filed 2026-11-03
Connecticut Capital Management Group, LLC
INCREASED
Shares1,622 from 1,563
Change+59 (+4%)
Value$428.5K (-$37.1K)
Filed 2026-10-29
Root Financial Partners, LLC
INCREASED
Shares1,604 from 1,362
Change+242 (+18%)
Value$423.8K (+$18.1K)
Filed 2026-10-21
Gibraltar Capital Management, Inc.
NEW
Shares1,603
Change+1,603
Value$423.5K
Filed 2026-10-27
Builder Investment Group Inc
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$422.7K (-$53.9K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
DECREASED
Shares1,595 from 1,650
Change-55 (-3%)
Value$421.4K (-$70.1K)
Filed 2026-11-03
Personal CFO Solutions, LLC
INCREASED
Shares1,587 from 1,086
Change+501 (+46%)
Value$419.3K (+$95.8K)
Filed 2026-11-06
Lewis Asset Management, LLC
DECREASED
Shares1,581 from 4,238
Change-2,657 (-63%)
Value$417.7K (-$844.7K)
Filed 2026-10-14
Myriad Asset Management US LP
UNCHANGED
Shares1,581 from 1,581
Change0 (0%)
Value$418.0K (-$53.0K)
Filed 2026-11-03
Welch Group, LLC
DECREASED
Shares1,571 from 1,780
Change-209 (-12%)
Value$415.1K (-$115.2K)
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares1,564 from 1,378
Change+186 (+14%)
Value$445.2K (+$127.2K)
Filed 2026-10-08
Kraft, Davis & Associates, LLC
INCREASED
Shares1,555 from 1,115
Change+440 (+39%)
Value$371.7K (+$112.1K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,553 from 1,541
Change+12 (+1%)
Value$410.3K (-$48.7K)
Filed 2026-11-02
Independent Wealth Network Inc.
INCREASED
Shares1,551 from 1,184
Change+367 (+31%)
Value$409.7K (+$56.9K)
Filed 2026-10-19
Versant Capital Management, Inc
INCREASED
Shares1,545 from 1,255
Change+290 (+23%)
Value$408.3K (+$34.4K)
Filed 2026-10-02
Summit Global Investments
INCREASED
Shares1,542 from 1,538
Change+4 (+0%)
Value$407 (-$457.6K)
Filed 2026-10-28
BankPlus Trust Department
DECREASED
Shares1,537 from 1,603
Change-66 (-4%)
Value$406.1K (-$71.4K)
Filed 2026-11-06
BG Investment Services, LLC
NEW
Shares1,535
Change+1,535
Value$405.6K
Filed 2026-10-23
Atlas Brown,Inc.
DECREASED
Shares1,532 from 1,534
Change-2 (0%)
Value$404.8K (-$52.2K)
Filed 2026-10-09
Pines Wealth Management, LLC
DECREASED
Shares1,525 from 2,064
Change-539 (-26%)
Value$402.9K (-$211.9K)
Filed 2026-10-21
Sky Investment Group LLC
NEW
Shares1,514
Change+1,514
Value$400.0K
Filed 2026-10-30
Laurel OAK Wealth Management, LLC
INCREASED
Shares1,502 from 1,199
Change+303 (+25%)
Value$396.8K (+$39.7K)
Filed 2026-10-19
Capital Wealth Alliance, LLC
DECREASED
Shares1,500 from 2,022
Change-522 (-26%)
Value$396.3K (-$206.0K)
Filed 2026-10-20
TL Private Wealth
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$398.8K (+$52.7K)
Filed 2026-10-13
Teza Capital Management LLC
INCREASED
Shares1,495 from 1,387
Change+108 (+8%)
Value$395.0K (-$18.2K)
Filed 2026-10-23
Beacon Financial Advisory LLC
DECREASED
Shares1,489 from 1,531
Change-42 (-3%)
Value$393.3K (-$62.8K)
Filed 2026-10-16
Nautilus Advisors LLC
DECREASED
Shares1,485 from 1,607
Change-122 (-8%)
Value$392.2K (+$13.2K)
Filed 2026-10-07
Prentice Wealth Management LLC
INCREASED
Shares1,481 from 1,156
Change+325 (+28%)
Value$391.3K (+$46.9K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares1,479 from 1,261
Change+218 (+17%)
Value$390.9K (+$15.2K)
Filed 2026-11-02
Gill Capital Partners, LLC
UNCHANGED
Shares1,479 from 1,479
Change0 (0%)
Value$390.7K (-$49.8K)
Filed 2026-10-13
Retirement Planning Co of New England, Inc.
DECREASED
Shares1,478 from 2,078
Change-600 (-29%)
Value$390.5K (-$228.4K)
Filed 2026-10-15
QTR Family Wealth, LLC
DECREASED
Shares1,477 from 1,717
Change-240 (-14%)
Value$390.1K (-$121.2K)
Filed 2026-11-02
Werba Rubin Papier Wealth Management
INCREASED
Shares1,476 from 1,210
Change+266 (+22%)
Value$390.1K (+$29.6K)
Filed 2026-11-06
Revolve Wealth Partners, LLC
INCREASED
Shares1,476 from 1,385
Change+91 (+7%)
Value$390.0K (-$22.6K)
Filed 2026-10-23
Obermeyer Wealth Partners
INCREASED
Shares1,473 from 1,450
Change+23 (+2%)
Value$389.3K (-$42.7K)
Filed 2026-10-21
Peachtree Investment Partners, LLC
DECREASED
Shares1,466 from 2,098
Change-632 (-30%)
Value$387.3K (-$237.8K)
Filed 2026-11-05
NTV Asset Management LLC
INCREASED
Shares1,466 from 919
Change+547 (+60%)
Value$387.3K (+$113.6K)
Filed 2026-10-23
Eastern Bank
INCREASED
Shares1,461 from 1,248
Change+213 (+17%)
Value$386.0K (+$14.2K)
Filed 2026-10-05
Reflection Asset Management
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$382.3K (-$48.7K)
Filed 2026-10-28
Clear Harbor Asset Management, LLC
INCREASED
Shares1,444 from 1,434
Change+10 (+1%)
Value$381.5K (-$45.7K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares1,434 from 1,259
Change+175 (+14%)
Value$378.9K (+$3.9K)
Filed 2026-10-21
Parcion Private Wealth LLC
INCREASED
Shares1,433 from 1,227
Change+206 (+17%)
Value$378.6K (+$13.1K)
Filed 2026-10-28
Wendell David Associates Inc
DECREASED
Shares1,425 from 1,625
Change-200 (-12%)
Value$376 (-$483.6K)
Filed 2026-10-27
WMG Financial Advisors, LLC
UNCHANGED
Shares1,419 from 1,419
Change0 (0%)
Value$422.7K ($0)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,411 from 2,431
Change-1,020 (-42%)
Value$372.8K (-$351.4K)
Filed 2026-11-04
Richmond Investment Services, LLC
INCREASED
Shares1,410 from 853
Change+557 (+65%)
Value$372.6K (+$118.4K)
Filed 2026-10-29
Naples Global Advisors, LLC
INCREASED
Shares1,403 from 1,398
Change+5 (+0%)
Value$370.7K (-$45.8K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
INCREASED
Shares1,398 from 1,160
Change+238 (+21%)
Value$369.4K (+$23.8K)
Filed 2026-11-03
Gold Investment Management Ltd.
UNCHANGED
Shares1,393 from 1,393
Change0 (0%)
Value$368.0K (-$46.9K)
Filed 2026-10-19
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares1,383 from 982
Change+401 (+41%)
Value$365.3K (+$72.8K)
Filed 2026-10-14
LifeWealth Investments, LLC
NEW
Shares1,381
Change+1,381
Value$364.9K
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares1,376
Change+1,376
Value$363.6K
Filed 2026-10-26
Verdence Capital Advisors LLC
DECREASED
Shares1,371 from 1,403
Change-32 (-2%)
Value$362.2K (-$55.6K)
Filed 2026-10-26
KPP Advisory Services LLC
DECREASED
Shares1,367 from 1,985
Change-618 (-31%)
Value$361.2K (-$230.1K)
Filed 2026-10-26
Klingman & Associates, LLC
INCREASED
Shares1,363 from 800
Change+563 (+70%)
Value$360.1K (+$121.8K)
Filed 2026-10-20
Waldron Private Wealth LLC
DECREASED
Shares1,360 from 1,453
Change-93 (-6%)
Value$359.3K (-$73.5K)
Filed 2026-11-02
Trifecta Capital Advisors, LLC
UNCHANGED
Shares1,359 from 1,359
Change0 (0%)
Value$359.1K (-$45.8K)
Filed 2026-10-21
Paragon Private Wealth Management, LLC
DECREASED
Shares1,357 from 1,662
Change-305 (-18%)
Value$358.6K (-$136.6K)
Filed 2026-10-20
Clarity Wealth Advisors, LLC
NEW
Shares1,344
Change+1,344
Value$355.1K
Filed 2026-10-21
KG Capital Management
INCREASED
Shares1,340 from 1,201
Change+139 (+12%)
Value$354.1K (-$3.7K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
DECREASED
Shares1,338 from 1,409
Change-71 (-5%)
Value$353.5K (-$66.2K)
Filed 2026-11-05
Quantum Financial Advisors, LLC
DECREASED
Shares1,336 from 1,338
Change-2 (0%)
Value$353.0K (-$45.6K)
Filed 2026-11-03
Sovran Advisors, LLC
NEW
Shares1,335
Change+1,335
Value$291.6K
Filed 2026-11-02
Spring Capital Management, LLC
UNCHANGED
Shares1,335 from 1,335
Change0 (0%)
Value$352.7K (-$45.0K)
Filed 2026-10-09
626 Financial, LLC
INCREASED
Shares1,331 from 1,305
Change+26 (+2%)
Value$351.8K (-$37.0K)
Filed 2026-11-04
Financial Management Network Inc
INCREASED
Shares1,329 from 1,305
Change+24 (+2%)
Value$361.8K (+$115.5K)
Filed 2026-10-09
Raleigh Capital Management Inc.
INCREASED
Shares1,327 from 31
Change+1,296 (+4181%)
Value$350.7K (+$341.4K)
Filed 2026-10-28
Corundum Group, Inc.
INCREASED
Shares1,326 from 950
Change+376 (+40%)
Value$350.3K (+$67.3K)
Filed 2026-10-28
Crescent Grove Advisors, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$350.0K (-$44.6K)
Filed 2026-10-21
SYM Financial Corp
DECREASED
Shares1,322 from 1,662
Change-340 (-20%)
Value$349.3K (-$145.8K)
Filed 2026-10-26
LJI Wealth Management, LLC
INCREASED
Shares1,320 from 1,221
Change+99 (+8%)
Value$348.8K (-$15.0K)
Filed 2026-10-28
Tsfg, LLC
DECREASED
Shares1,312 from 1,789
Change-477 (-27%)
Value$347 (-$532.7K)
Filed 2026-10-23
Sather Financial Group Inc
DECREASED
Shares1,309 from 1,425
Change-116 (-8%)
Value$345.9K (-$78.6K)
Filed 2026-10-30
Cross Staff Investments Inc
NEW
Shares1,300
Change+1,300
Value$343.5K
Filed 2026-10-22
Partners Wealth Management, LLC
NEW
Shares1,285
Change+1,285
Value$339.5K
Filed 2026-10-28
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$339.5K (-$43.3K)
Filed 2026-10-14
truNorth Financial Services, Inc.
DECREASED
Shares1,283 from 1,403
Change-120 (-9%)
Value$339.0K (-$79.0K)
Filed 2026-11-06
Woodward Diversified Capital, LLC
NEW
Shares1,280
Change+1,280
Value$338.2K
Filed 2026-10-21
Polaris Financial Partners
NEW
Shares1,276
Change+1,276
Value$333
Filed 2026-10-02
Evolution Wealth Advisors, LLC
NEW
Shares1,273
Change+1,273
Value$336.3K
Filed 2026-11-03
D'Orazio & Associates, Inc.
INCREASED
Shares1,266 from 1,216
Change+50 (+4%)
Value$334.6K (-$27.7K)
Filed 2026-11-04
Apollon Financial, LLC
DECREASED
Shares1,265 from 1,280
Change-15 (-1%)
Value$334.2K (-$47.1K)
Filed 2026-10-23
TritonPoint Partners, LLC
DECREASED
Shares1,261 from 1,497
Change-236 (-16%)
Value$333.2K (-$112.8K)
Filed 2026-11-05
Emerald Advisors, LLC
DECREASED
Shares1,260 from 1,569
Change-309 (-20%)
Value$333.0K (-$134.5K)
Filed 2026-10-13
Elevation Wealth Partners, LLC
INCREASED
Shares1,258 from 1,156
Change+102 (+9%)
Value$332.4K (-$12.0K)
Filed 2026-10-07
Victrix Investment Advisors
INCREASED
Shares1,256 from 1,223
Change+33 (+3%)
Value$331.8K (-$32.5K)
Filed 2026-10-13
Ninety One UK Ltd
NEW
Shares1,255
Change+1,255
Value$331.6K
Filed 2026-10-15
Quad-Cities Investment Group, LLC
DECREASED
Shares1,251 from 1,572
Change-321 (-20%)
Value$330.6K (-$137.7K)
Filed 2026-10-16
Abel Hall, LLC
INCREASED
Shares1,250 from 1,093
Change+157 (+14%)
Value$330.3K (+$4.7K)
Filed 2026-10-19
Hunter Associates Investment Management LLC
NEW
Shares1,246
Change+1,246
Value$329
Filed 2026-10-26
CFS Investment Advisory Services, LLC
INCREASED
Shares1,245 from 816
Change+429 (+53%)
Value$357.3K (+$157.2K)
Filed 2026-10-19
Vericrest Private Wealth
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$328.9K (-$41.9K)
Filed 2026-10-21
Voisard Asset Management Group, Inc.
INCREASED
Shares1,240 from 1,124
Change+116 (+10%)
Value$327.6K (-$7.2K)
Filed 2026-10-13
May Hill Capital, LLC
INCREASED
Shares1,236 from 1,108
Change+128 (+12%)
Value$326.7K (-$3.4K)
Filed 2026-11-03
Veltria Advisors Corp.
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$326.3K (-$41.6K)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares1,234 from 1,234
Change0 (0%)
Value$326.1K (-$41.5K)
Filed 2026-11-05
Sterling Investment Counsel, LLC
NEW
Shares1,228
Change+1,228
Value$324.5K
Filed 2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares1,222 from 951
Change+271 (+29%)
Value$322.9K (+$39.6K)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares1,217 from 286
Change+931 (+326%)
Value$321.5K (+$236.3K)
Filed 2026-11-05
Jacobsen Capital Management
INCREASED
Shares1,217 from 732
Change+485 (+66%)
Value$321.5K (+$103.5K)
Filed 2026-10-27
Targeted Financial Services LLC
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$321.4K (-$40.9K)
Filed 2026-10-19
Ramiah Investment Group
DECREASED
Shares1,215 from 1,226
Change-11 (-1%)
Value$321.0K (-$44.2K)
Filed 2026-10-20
Summit Investment Advisors, Inc.\KS
INCREASED
Shares1,213 from 1,183
Change+30 (+3%)
Value$320.6K (-$31.8K)
Filed 2026-11-05
Zinnia Wealth Advisory, LLC
INCREASED
Shares1,212 from 1,143
Change+69 (+6%)
Value$320.2K (-$20.3K)
Filed 2026-11-06
TBH Global Asset Management, LLC
DECREASED
Shares1,208 from 1,807
Change-599 (-33%)
Value$319.2K (-$219.1K)
Filed 2026-11-03
Smart Wealth LLC
DECREASED
Shares1,207 from 1,346
Change-139 (-10%)
Value$319.0K (-$82.0K)
Filed 2026-11-04
Cidel Asset Management Inc
DECREASED
Shares1,206 from 1,402
Change-196 (-14%)
Value$318.6K (-$99.0K)
Filed 2026-10-29
Means Investment Co., Inc.
INCREASED
Shares1,204 from 767
Change+437 (+57%)
Value$318.2K (+$89.7K)
Filed 2026-11-03
Peak Financial Management, Inc.
INCREASED
Shares1,203 from 1,003
Change+200 (+20%)
Value$318.1K (+$19.0K)
Filed 2026-10-16
Golden State Wealth Management, LLC
UNCHANGED
Shares1,202 from 1,202
Change0 (0%)
Value$317.8K (-$40.5K)
Filed 2026-11-02
First Merchants Corp
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$317.1K (-$40.4K)
Filed 2026-10-15
Brandywine OAK Private Wealth LLC
DECREASED
Shares1,192 from 1,207
Change-15 (-1%)
Value$314.9K (-$44.6K)
Filed 2026-10-23
Glass Wealth Management Co LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$314.4K (-$40.1K)
Filed 2026-10-28
GKV Capital Management Co., Inc.
NEW
Shares1,188
Change+1,188
Value$313.9K
Filed 2026-11-06
Maia Wealth LLC
INCREASED
Shares1,184 from 1,181
Change+3 (+0%)
Value$312.8K (-$39.0K)
Filed 2026-10-19
Strata Wealth Advisors, LLC
INCREASED
Shares1,181 from 1,122
Change+59 (+5%)
Value$311.9K (-$22.2K)
Filed 2026-10-16
Heritage Family Offices, LLP
INCREASED
Shares1,179 from 1,053
Change+126 (+12%)
Value$311.5K (-$2.2K)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares1,176 from 1,468
Change-292 (-20%)
Value$323.0K (-$114.3K)
Filed 2026-10-09
Clear Wave Wealth Management LLC
INCREASED
Shares1,173 from 703
Change+470 (+67%)
Value$309.9K (+$100.5K)
Filed 2026-11-04
Northbridge Financial Group, LLC
INCREASED
Shares1,171 from 851
Change+320 (+38%)
Value$336.1K (+$82.6K)
Filed 2026-11-05
Keystone Wealth Services, LLC
INCREASED
Shares1,169 from 1,106
Change+63 (+6%)
Value$307.9K (-$21.7K)
Filed 2026-11-03
Sterling Investment Advisors, Ltd.
DECREASED
Shares1,168 from 1,839
Change-671 (-36%)
Value$308.6K (-$239.1K)
Filed 2026-10-27
Vicus Capital
DECREASED
Shares1,164 from 1,218
Change-54 (-4%)
Value$307.5K (-$55.3K)
Filed 2026-11-05
55 North Private Wealth, LLC
DECREASED
Shares1,158 from 1,163
Change-5 (0%)
Value$306.0K (-$40.5K)
Filed 2026-10-20
Langley Wealth Management, LLC
INCREASED
Shares1,157 from 1,152
Change+5 (+0%)
Value$305.7K (-$37.5K)
Filed 2026-11-04
Corps Capital Advisors, LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$303.8K (-$38.7K)
Filed 2026-11-05
David J Yvars Group
DECREASED
Shares1,135 from 1,365
Change-230 (-17%)
Value$299.9K (-$106.7K)
Filed 2026-10-09
Stone House Investment Management, LLC
INCREASED
Shares1,134 from 1,126
Change+8 (+1%)
Value$299.6K (-$35.8K)
Filed 2026-10-23
Foguth Wealth Management, Llc.
NEW
Shares1,128
Change+1,128
Value$257.0K
Filed 2026-10-19
Evermay Wealth Management LLC
INCREASED
Shares1,125 from 1,107
Change+18 (+2%)
Value$297.2K (-$32.5K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
DECREASED
Shares1,122 from 1,178
Change-56 (-5%)
Value$296.4K (-$54.5K)
Filed 2026-11-02
Atala Financial Inc
UNCHANGED
Shares1,107 from 1,107
Change0 (0%)
Value$292.5K (-$37.3K)
Filed 2026-10-22
Chesley Taft & Associates LLC
DECREASED
Shares1,105 from 1,309
Change-204 (-16%)
Value$292.0K (-$98.0K)
Filed 2026-10-13
Clarus Group, Inc.
INCREASED
Shares1,103 from 1,102
Change+1 (+0%)
Value$291.3K (-$37.1K)
Filed 2026-10-21
Investment Management Trust, LLC
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$291.5K (-$37.0K)
Filed 2026-11-05
Abacus Planning Group, Inc.
INCREASED
Shares1,101 from 1,087
Change+14 (+1%)
Value$290.8K (-$33.1K)
Filed 2026-11-02
Chilton Capital Management LLC
NEW
Shares1,100
Change+1,100
Value$290.6K
Filed 2026-10-28
Crusonia Wealth Advisors LLC
INCREASED
Shares1,099 from 1,049
Change+50 (+5%)
Value$290.3K (-$22.1K)
Filed 2026-10-26
Fortress Financial Group, LLC
INCREASED
Shares1,097 from 1,095
Change+2 (+0%)
Value$290.0K (-$36.3K)
Filed 2026-10-21
Carson Advisory Inc.
NEW
Shares1,095
Change+1,095
Value$289.4K
Filed 2026-11-06
Summit Securities Group LLC
INCREASED
Shares1,095 from 529
Change+566 (+107%)
Value$289.3K (+$131.7K)
Filed 2026-11-05
Integrated Wealth Management
INCREASED
Shares1,094 from 1,093
Change+1 (+0%)
Value$289.0K (-$36.8K)
Filed 2026-10-19
Suncoast Equity Management
INCREASED
Shares1,090 from 1,080
Change+10 (+1%)
Value$288.0K (-$33.7K)
Filed 2026-11-03
TSA Wealth Managment LLC
INCREASED
Shares1,088 from 1,071
Change+17 (+2%)
Value$287.5K (-$31.6K)
Filed 2026-10-22
AWM Capital, LLC
DECREASED
Shares1,086 from 1,090
Change-4 (0%)
Value$287.0K (-$37.7K)
Filed 2026-10-16
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares1,084 from 1,518
Change-434 (-29%)
Value$286.4K (-$165.7K)
Filed 2026-10-14
1620 Investment Advisors, Inc.
DECREASED
Shares1,082 from 1,083
Change-1 (0%)
Value$285.9K (-$36.7K)
Filed 2026-11-04
Traveka Wealth, LLC
INCREASED
Shares1,081 from 1,000
Change+81 (+8%)
Value$285.6K (-$12.3K)
Filed 2026-10-19
Sunpointe, LLC
INCREASED
Shares1,074 from 679
Change+395 (+58%)
Value$283.7K (+$81.5K)
Filed 2026-10-22
Bullock Wealth Management Group
INCREASED
Shares1,069 from 992
Change+77 (+8%)
Value$286.6K (+$16.7K)
Filed 2026-10-09
NWF Advisory Services Inc.
INCREASED
Shares1,065 from 729
Change+336 (+46%)
Value$281.4K (+$64.2K)
Filed 2026-10-19
Luts & Greenleigh Group, Inc.
DECREASED
Shares1,063 from 1,122
Change-59 (-5%)
Value$280.8K (-$53.4K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
INCREASED
Shares1,061 from 983
Change+78 (+8%)
Value$280.3K (-$12.5K)
Filed 2026-10-21
Benin Management Corp
DECREASED
Shares1,060 from 2,160
Change-1,100 (-51%)
Value$280.1K (-$363.4K)
Filed 2026-10-22
Hill Island Financial LLC
DECREASED
Shares1,059 from 1,061
Change-2 (0%)
Value$279.8K (-$36.3K)
Filed 2026-10-20
Five Oceans Advisors
DECREASED
Shares1,058 from 1,142
Change-84 (-7%)
Value$279.5K (-$60.7K)
Filed 2026-10-22
First Command Advisory Services, Inc.
DECREASED
Shares1,054 from 1,202
Change-148 (-12%)
Value$278.5K (-$79.6K)
Filed 2026-11-05
WealthSpring Partners, LLC
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$278.2K (-$35.4K)
Filed 2026-10-14
Warwick Investment Management, Inc.
DECREASED
Shares1,047 from 1,103
Change-56 (-5%)
Value$276.6K (-$51.9K)
Filed 2026-10-19
Carolina Wealth Management Inc
NEW
Shares1,045
Change+1,045
Value$276.1K
Filed 2026-10-29
Falcon Wealth Planning
INCREASED
Shares1,045 from 865
Change+180 (+21%)
Value$276.1K (+$18.4K)
Filed 2026-11-06
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$276.2K (-$35.2K)
Filed 2026-11-02
Cordoba Advisory Partners LLC
DECREASED
Shares1,043 from 1,120
Change-77 (-7%)
Value$275.6K (-$58.1K)
Filed 2026-10-19
Fidelis iM, LLC
NEW
Shares1,040
Change+1,040
Value$274.8K
Filed 2026-10-16
Veracity Capital LLC
INCREASED
Shares1,036 from 915
Change+121 (+13%)
Value$273.7K (+$1.2K)
Filed 2026-10-08
BLB&B Advisors, LLC
DECREASED
Shares1,033 from 1,518
Change-485 (-32%)
Value$272.8K (-$179.3K)
Filed 2026-10-27
21 West Wealth Management LLC
DECREASED
Shares1,027 from 1,148
Change-121 (-11%)
Value$271.3K (-$70.6K)
Filed 2026-10-13
Albion Financial Group
INCREASED
Shares1,027 from 1,000
Change+27 (+3%)
Value$271.3K (-$26.5K)
Filed 2026-10-21
GLR Partners, LLC
DECREASED
Shares1,024 from 2,135
Change-1,111 (-52%)
Value$270.6K (-$365.4K)
Filed 2026-11-04
Index Fund Advisors, Inc.
DECREASED
Shares1,024 from 1,025
Change-1 (0%)
Value$270.6K (-$34.8K)
Filed 2026-11-05
Capital Asset Advisory Services LLC
NEW
Shares1,023
Change+1,023
Value$228.6K
Filed 2026-10-30
Whitegate Investment Counselors, Inc.
INCREASED
Shares1,019 from 1,018
Change+1 (+0%)
Value$269.1K (-$34.2K)
Filed 2026-11-02
Stegner Investment Associates Inc.
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$269.2K (-$34.3K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares1,015 from 632
Change+383 (+61%)
Value$268.2K (+$79.9K)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares1,013 from 1,043
Change-30 (-3%)
Value$267.5K (-$43.0K)
Filed 2026-10-19
GR Financial Group, LLC
INCREASED
Shares1,012 from 910
Change+102 (+11%)
Value$267.5K (-$3.6K)
Filed 2026-10-27
MW Advisory, LLC
NEW
Shares1,011
Change+1,011
Value$267.1K
Filed 2026-10-19
Vaquero Private Wealth, LTD
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$266.9K (-$34.0K)
Filed 2026-10-27
Axiom Investment Management LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$266.9K (-$34.0K)
Filed 2026-11-03
Yankcom Partnership
NEW
Shares1,008
Change+1,008
Value$266.3K
Filed 2026-10-15
Riversedge Advisors, LLC
INCREASED
Shares1,006 from 1,004
Change+2 (+0%)
Value$265.8K (-$33.3K)
Filed 2026-10-09
Patten & Patten Inc
UNCHANGED
Shares1,005 from 1,005
Change0 (0%)
Value$265.4K (-$33.8K)
Filed 2026-10-26
Symmetry Partners, LLC
INCREASED
Shares1,002 from 794
Change+208 (+26%)
Value$264.9K (+$28.2K)
Filed 2026-10-27
Legal Advantage Investments, Inc.
NEW
Shares1,000
Change+1,000
Value$264.2K
Filed 2026-10-13
Mogy Joel R Investment Counsel Inc
NEW
Shares1,000
Change+1,000
Value$264.2K
Filed 2026-10-13
Wespac Advisors, LLC
DECREASED
Shares1,000 from 1,494
Change-494 (-33%)
Value$264.2K (-$180.8K)
Filed 2026-10-26
Farrell Financial LLC
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$263.5K (-$33.5K)
Filed 2026-10-16
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$260.2K (-$33.2K)
Filed 2026-10-09
TCI Wealth Advisors, Inc.
INCREASED
Shares977 from 950
Change+27 (+3%)
Value$258.2K (-$24.9K)
Filed 2026-10-30
Inscription Capital, LLC
DECREASED
Shares976 from 1,419
Change-443 (-31%)
Value$257.9K (-$164.8K)
Filed 2026-11-02
Lyell Wealth Management, LP
INCREASED
Shares975 from 844
Change+131 (+16%)
Value$257.6K (+$6.2K)
Filed 2026-10-30
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares972 from 822
Change+150 (+18%)
Value$256.8K (+$11.9K)
Filed 2026-10-09
Weaver Capital Management LLC
NEW
Shares971
Change+971
Value$256.5K
Filed 2026-10-15
Navigation Group, LLC
INCREASED
Shares971 from 858
Change+113 (+13%)
Value$256.5K (+$958)
Filed 2026-10-28
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares966 from 965
Change+1 (+0%)
Value$255.2K (-$32.4K)
Filed 2026-10-16
Castleview Partners, LLC
NEW
Shares961
Change+961
Value$253.9K
Filed 2026-10-09
Argos Wealth Advisors, LLC
INCREASED
Shares960 from 945
Change+15 (+2%)
Value$253.6K (-$27.9K)
Filed 2026-11-02
Southland Equity Partners LLC
INCREASED
Shares958 from 861
Change+97 (+11%)
Value$253.1K (-$3.4K)
Filed 2026-10-14
MinichMacGregor Wealth Management, LLC
DECREASED
Shares956 from 989
Change-33 (-3%)
Value$252.6K (-$42.1K)
Filed 2026-10-14
Warren Street Wealth Advisors, LLC
DECREASED
Shares954 from 963
Change-9 (-1%)
Value$252.1K (-$34.8K)
Filed 2026-11-04
Brown Wealth Management, LLC
INCREASED
Shares953 from 908
Change+45 (+5%)
Value$251.8K (-$18.7K)
Filed 2026-10-20
Seven Mile Advisory
INCREASED
Shares952 from 945
Change+7 (+1%)
Value$251.5K (-$30.0K)
Filed 2026-10-22
Legacy Private Trust Co.
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$251.0K (-$32.0K)
Filed 2026-10-06
Tanager Wealth Management LLP
INCREASED
Shares949 from 739
Change+210 (+28%)
Value$250.7K (+$30.6K)
Filed 2026-10-19
Purewater Capital LLC
NEW
Shares948
Change+948
Value$250.5K
Filed 2026-10-23
Howard Bailey Securities, LLC
DECREASED
Shares948 from 1,102
Change-154 (-14%)
Value$250.5K (-$77.8K)
Filed 2026-10-27
D.B. Root & Company, LLC
INCREASED
Shares940 from 918
Change+22 (+2%)
Value$248.4K (-$25.1K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED
Shares938 from 601
Change+337 (+56%)
Value$247.8K (+$68.8K)
Filed 2026-10-27
Financial Planning Hawaii, Inc.
UNCHANGED
Shares937 from 937
Change0 (0%)
Value$247.6K (-$31.6K)
Filed 2026-10-13
Western Financial Corp
DECREASED
Shares936 from 8,266
Change-7,330 (-89%)
Value$247.3K (-$2.2M)
Filed 2026-10-14
Asset Dedication, LLC
DECREASED
Shares935 from 1,015
Change-80 (-8%)
Value$247.0K (-$55.3K)
Filed 2026-11-03
Bank of New Hampshire
UNCHANGED
Shares934 from 934
Change0 (0%)
Value$246.8K (-$31.5K)
Filed 2026-10-06
Richard C. Young & Co., Ltd.
NEW
Shares932
Change+932
Value$246.4K
Filed 2026-11-04
Fairvoy Private Wealth, LLC
NEW
Shares926
Change+926
Value$244.7K
Filed 2026-10-19
Strategic Advisors LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$244.7K (-$31.2K)
Filed 2026-10-13
Sage Capital Management, LLC
NEW
Shares925
Change+925
Value$245.1K
Filed 2026-10-20
Braun Stacey Associates Inc
NEW
Shares925
Change+925
Value$244.4K
Filed 2026-10-19
Garde Capital, Inc.
DECREASED
Shares925 from 963
Change-38 (-4%)
Value$244.3K (-$42.4K)
Filed 2026-10-29
Alpha Family Trust
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$274.1K ($0)
Filed 2026-11-04
Mullooly Asset Management, Inc.
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$241.9K (-$30.8K)
Filed 2026-10-30
Chicago Trust Co NA
INCREASED
Shares912 from 849
Change+63 (+7%)
Value$241.0K (-$11.9K)
Filed 2026-10-28
Uniting Wealth Partners, LLC
NEW
Shares908
Change+908
Value$239.9K
Filed 2026-11-06
Quadrant Private Wealth Management, LLC
NEW
Shares903
Change+903
Value$238.5K
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
DECREASED
Shares900 from 902
Change-2 (0%)
Value$237.8K (-$30.9K)
Filed 2026-10-13
Paradigm Asset Management Co LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$237.8K (-$30.3K)
Filed 2026-11-05
Northwest Wealth Management, LLC
DECREASED
Shares899 from 920
Change-21 (-2%)
Value$237.6K (-$36.5K)
Filed 2026-10-30
Trust Co of Vermont
INCREASED
Shares898 from 783
Change+115 (+15%)
Value$237.3K (+$4.0K)
Filed 2026-10-21
KOM Wealth Management Group, LLC
INCREASED
Shares895 from 892
Change+3 (+0%)
Value$236.6K (-$29.1K)
Filed 2026-10-15
Iron Financial LLC
INCREASED
Shares892 from 692
Change+200 (+29%)
Value$235.6K (+$29.6K)
Filed 2026-10-23
Vista Investment Partners II, LLC
NEW
Shares887
Change+887
Value$234.4K
Filed 2026-10-15
Busey Bank
DECREASED
Shares884 from 911
Change-27 (-3%)
Value$233.6K (-$37.8K)
Filed 2026-10-26
Barings LLC
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$233.3K (-$29.7K)
Filed 2026-10-22
Stevens Capital Partners
INCREASED
Shares881 from 709
Change+172 (+24%)
Value$232.9K (+$21.6K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
DECREASED
Shares881 from 906
Change-25 (-3%)
Value$232.7K (-$37.1K)
Filed 2026-11-05
Towerpoint Wealth, LLC
INCREASED
Shares877 from 867
Change+10 (+1%)
Value$231.7K (-$26.6K)
Filed 2026-10-13
Green Ridge Wealth Planning LLC
NEW
Shares875
Change+875
Value$231.2K
Filed 2026-10-08
Marin Bay Wealth Advisors, LLC
NEW
Shares873
Change+873
Value$230.7K
Filed 2026-10-28
Global Financial Private Client, LLC
DECREASED
Shares873 from 883
Change-10 (-1%)
Value$230.7K (-$32.4K)
Filed 2026-10-15
Keener Financial Planning LLC
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$229.0K (-$29.0K)
Filed 2026-11-06
Piedmont Capital Management, LLC
INCREASED
Shares866 from 862
Change+4 (+0%)
Value$228.8K (-$28.0K)
Filed 2026-10-21
MV Capital Management, Inc.
INCREASED
Shares864 from 779
Change+85 (+11%)
Value$228.3K (-$3.8K)
Filed 2026-10-29
Mach-1 Financial Group, LLC
DECREASED
Shares861 from 1,683
Change-822 (-49%)
Value$227.5K (-$273.7K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
NEW
Shares859
Change+859
Value$236.4K
Filed 2026-10-13
Lifelong Wealth Advisors, Inc.
INCREASED
Shares859 from 821
Change+38 (+5%)
Value$227.0K (-$17.6K)
Filed 2026-10-19
Mission Financial Group, LLC
DECREASED
Shares857 from 899
Change-42 (-5%)
Value$226.3K (-$41.6K)
Filed 2026-10-21
Worth Financial Advisory Group, LLC
DECREASED
Shares856 from 1,089
Change-233 (-21%)
Value$226.2K (-$98.2K)
Filed 2026-10-19
Founders Grove Wealth Partners, LLC
INCREASED
Shares855 from 846
Change+9 (+1%)
Value$225.9K (-$26.1K)
Filed 2026-10-16
Howard Capital Management Group, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$224.6K (-$28.6K)
Filed 2026-10-16
Fermata Advisors, LLC
NEW
Shares847
Change+847
Value$223.7K
Filed 2026-10-13
Motive Wealth Advisors
NEW
Shares846
Change+846
Value$223.5K
Filed 2026-10-26
Sage Rhino Capital LLC
NEW
Shares844
Change+844
Value$223.0K
Filed 2026-10-28
Commonwealth Financial Services, LLC
NEW
Shares844
Change+844
Value$223.0K
Filed 2026-10-20
Elevation Capital Advisory, LLC
NEW
Shares842
Change+842
Value$222.5K
Filed 2026-10-29
Fusion Family Wealth, LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$222.5K (-$28.4K)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
DECREASED
Shares841 from 845
Change-4 (0%)
Value$222.2K (-$29.5K)
Filed 2026-10-20
Alchemi Wealth, LLC
INCREASED
Shares838 from 820
Change+18 (+2%)
Value$221.4K (-$22.9K)
Filed 2026-11-04
Carter Financial Group, Inc.
NEW
Shares837
Change+837
Value$221.1K
Filed 2026-10-21
Ullmann Wealth Partners Group, LLC
NEW
Shares826
Change+826
Value$218.2K
Filed 2026-11-02
Aviance Capital Partners, LLC
NEW
Shares825
Change+825
Value$218.0K
Filed 2026-10-29
Sutton Place Investors LLC
INCREASED
Shares825 from 803
Change+22 (+3%)
Value$218.0K (-$21.2K)
Filed 2026-10-20
T3 Companies, LLC
INCREASED
Shares817 from 705
Change+112 (+16%)
Value$215.9K (+$5.8K)
Filed 2026-10-22
United Asset Strategies, Inc.
DECREASED
Shares814 from 899
Change-85 (-9%)
Value$215.1K (-$52.7K)
Filed 2026-10-28
Edge Wealth Management LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$213.6K (-$28.3K)
Filed 2026-10-13
VAN Strum & Towne Inc.
NEW
Shares803
Change+803
Value$212.2K
Filed 2026-11-06
Willner & Heller, LLC
DECREASED
Shares803 from 820
Change-17 (-2%)
Value$212.1K (-$32.3K)
Filed 2026-10-28
Carroll Advisory Group, LLC
NEW
Shares801
Change+801
Value$211.6K
Filed 2026-10-16
FFG Partners, LLC
NEW
Shares800
Change+800
Value$211.4K
Filed 2026-10-15
Share Andrew L.
NEW
Shares799
Change+799
Value$211.1K
Filed 2026-11-06
Avantax Planning Partners, Inc.
INCREASED
Shares799 from 764
Change+35 (+5%)
Value$211.0K (-$16.5K)
Filed 2026-11-03
XXI Wealth, LLC
INCREASED
Shares798 from 737
Change+61 (+8%)
Value$210.8K (-$8.7K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares794 from 775
Change+19 (+2%)
Value$209.7K (-$21.2K)
Filed 2026-10-28
Nova Financial LLC
NEW
Shares793
Change+793
Value$209.5K
Filed 2026-11-04
Diversified Enterprises, LLC
INCREASED
Shares789 from 712
Change+77 (+11%)
Value$208.5K (-$3.6K)
Filed 2026-10-19
Altar Rock LLC
INCREASED
Shares787 from 785
Change+2 (+0%)
Value$216.7K (-$17.2K)
Filed 2026-11-06
CPR Investments Inc.
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$206.6K (-$26.3K)
Filed 2026-10-26
Carnegie Investment Counsel
NEW
Shares781
Change+781
Value$206.3K
Filed 2026-10-20
Palacios Wealth Management, LLC
INCREASED
Shares781 from 750
Change+31 (+4%)
Value$206.3K (-$17.1K)
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares776 from 787
Change-11 (-1%)
Value$205.0K (-$29.4K)
Filed 2026-10-26
Wedgewood Investors Inc
NEW
Shares774
Change+774
Value$204.5K
Filed 2026-10-28
DeDora Capital, Inc.
DECREASED
Shares772 from 1,232
Change-460 (-37%)
Value$204.1K (-$162.9K)
Filed 2026-10-26
Nemes Rush Group LLC
DECREASED
Shares771 from 805
Change-34 (-4%)
Value$203.8K (-$36.1K)
Filed 2026-11-04
Adirondack Trust Co
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$203.4K (-$25.9K)
Filed 2026-10-14
Jamison Private Wealth Management, Inc.
NEW
Shares769
Change+769
Value$203.2K
Filed 2026-10-14
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares768 from 166
Change+602 (+363%)
Value$202.9K (+$153.5K)
Filed 2026-10-29
Brucke Financial, Inc.
NEW
Shares766
Change+766
Value$202.4K
Filed 2026-10-23
Lincoln Capital Corp
NEW
Shares765
Change+765
Value$202.1K
Filed 2026-10-13
SVB Wealth LLC
NEW
Shares761
Change+761
Value$201.1K
Filed 2026-11-06
Archer Investment Corp
INCREASED
Shares760 from 607
Change+153 (+25%)
Value$200.8K (+$20.0K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
DECREASED
Shares718 from 1,088
Change-370 (-34%)
Value$189.7K (-$134.4K)
Filed 2026-10-22
Highline Wealth Partners LLC
INCREASED
Shares711 from 688
Change+23 (+3%)
Value$187.8K (-$17.1K)
Filed 2026-10-19
Westside Investment Management, Inc.
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$186.6K (-$20.7K)
Filed 2026-11-02
Deseret Mutual Benefit Administrators
DECREASED
Shares684 from 847
Change-163 (-19%)
Value$180.7K (-$71.6K)
Filed 2026-11-04
Cromwell Holdings LLC
DECREASED
Shares669 from 903
Change-234 (-26%)
Value$176.8K (-$92.2K)
Filed 2026-10-28
Banque de Luxembourg S.A.
NEW
Shares664
Change+664
Value$175.4K
Filed 2026-10-14
Latitude Advisors, LLC
DECREASED
Shares662 from 674
Change-12 (-2%)
Value$175.0K (-$25.9K)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares651
Change+651
Value$171.9K
Filed 2026-10-09
Salomon & Ludwin, LLC
DECREASED
Shares650 from 654
Change-4 (-1%)
Value$171.7K (-$6.2K)
Filed 2026-10-29
Bell Investment Advisors, Inc
INCREASED
Shares644 from 639
Change+5 (+1%)
Value$170.2K (-$20.2K)
Filed 2026-10-29
Clean Yield Group
UNCHANGED
Shares644 from 644
Change0 (0%)
Value$170.2K (-$21.7K)
Filed 2026-10-28
American National Bank & Trust
UNCHANGED
Shares638 from 638
Change0 (0%)
Value$168.6K (-$21.5K)
Filed 2026-10-07
Barrett & Company, Inc.
INCREASED
Shares630 from 600
Change+30 (+5%)
Value$166.5K (-$12.3K)
Filed 2026-10-22
Financial Consulate, Inc
INCREASED
Shares626 from 577
Change+49 (+8%)
Value$165.3K (-$6.5K)
Filed 2026-10-23
Friedenthal Financial
NEW
Shares600
Change+600
Value$158.5K
Filed 2026-10-27
Spirit of America Management Corp
INCREASED
Shares600 from 400
Change+200 (+50%)
Value$158.5K (+$39.4K)
Filed 2026-10-14
Maryland Capital Advisors Inc.
DECREASED
Shares585 from 586
Change-1 (0%)
Value$154.6K (-$20.0K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
INCREASED
Shares560 from 441
Change+119 (+27%)
Value$148.0K (+$16.6K)
Filed 2026-10-22
Key FInancial Inc
INCREASED
Shares549 from 519
Change+30 (+6%)
Value$145.1K (-$9.6K)
Filed 2026-11-02
Goodman Advisory Group, LLC
NEW
Shares547
Change+547
Value$144.5K
Filed 2026-11-02
Key Capital Management, Inc
INCREASED
Shares524 from 177
Change+347 (+196%)
Value$138.5K (+$85.8K)
Filed 2026-11-03
Toth Financial Advisory Corp
INCREASED
Shares518 from 462
Change+56 (+12%)
Value$137.0K (-$635)
Filed 2026-10-08
Kings Path Partners LLC
INCREASED
Shares500 from 400
Change+100 (+25%)
Value$132.1K (+$12.9K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
DECREASED
Shares472 from 521
Change-49 (-9%)
Value$124.7K (-$30.5K)
Filed 2026-10-20
Mosley Wealth Management
INCREASED
Shares445 from 376
Change+69 (+18%)
Value$107.4K (-$4.7K)
Filed 2026-10-16
Berbice Capital Management LLC
DECREASED
Shares443 from 465
Change-22 (-5%)
Value$117.0K (-$21.5K)
Filed 2026-10-13
Mcdonald Partners LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$113.6K (-$14.5K)
Filed 2026-11-03
Vima LLC
INCREASED
Shares422 from 258
Change+164 (+64%)
Value$111.4K (+$34.5K)
Filed 2026-10-23
Activest Wealth Management
INCREASED
Shares414 from 179
Change+235 (+131%)
Value$109.3K (+$56.1K)
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares412
Change+412
Value$109.0K
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares412
Change+412
Value$108.9K
Filed 2026-10-19
Arlington Trust Co LLC
INCREASED
Shares410 from 268
Change+142 (+53%)
Value$108.3K (+$28.5K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
INCREASED
Shares407 from 208
Change+199 (+96%)
Value$107.5K (+$45.6K)
Filed 2026-10-20
Tompkins Financial Corp
INCREASED
Shares405 from 104
Change+301 (+289%)
Value$107.0K (+$76.0K)
Filed 2026-10-05
Centerpoint Advisors, LLC
INCREASED
Shares401 from 400
Change+1 (+0%)
Value$106 (-$118.9K)
Filed 2026-11-05
University of Texas S AM Investment Management Co
DECREASED
Shares393 from 1,094
Change-701 (-64%)
Value$103.8K (-$222.1K)
Filed 2026-11-03
Markowski Investments
NEW
Shares355
Change+355
Value$93.8K
Filed 2026-10-30
Bangor Savings Bank
DECREASED
Shares350 from 430
Change-80 (-19%)
Value$92.5K (-$35.6K)
Filed 2026-10-06
Covestor Ltd
DECREASED
Shares349 from 1,120
Change-771 (-69%)
Value$92 (-$333.9K)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
INCREASED
Shares338 from 169
Change+169 (+100%)
Value$89.3K (+$39.0K)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
INCREASED
Shares333 from 298
Change+35 (+12%)
Value$88.0K (-$789)
Filed 2026-10-23
Madden Securities Corp
NEW
Shares330
Change+330
Value$87.2K
Filed 2026-10-27
Essential Partners LLC
DECREASED
Shares327 from 336
Change-9 (-3%)
Value$86.4K (-$13.7K)
Filed 2026-10-14
Avion Wealth
INCREASED
Shares316 from 305
Change+11 (+4%)
Value$83 (-$89.9K)
Filed 2026-11-04
JFS Wealth Advisors, LLC
INCREASED
Shares313 from 294
Change+19 (+6%)
Value$82.8K (-$4.8K)
Filed 2026-11-03
GoalVest Advisory LLC
DECREASED
Shares312 from 315
Change-3 (-1%)
Value$82.4K (-$11.4K)
Filed 2026-10-02
Rydar Equities, Inc.
NEW
Shares310
Change+310
Value$88.3K
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares299 from 145
Change+154 (+106%)
Value$79.0K (+$35.8K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares289 from 658
Change-369 (-56%)
Value$76.4K (-$119.7K)
Filed 2026-10-14
Armstrong Advisory Group, Inc
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$75.0K (-$9.6K)
Filed 2026-10-09
High Point Wealth Management, LLC
NEW
Shares283
Change+283
Value$74.8K
Filed 2026-11-05
Legacy Bridge, LLC
INCREASED
Shares280 from 180
Change+100 (+56%)
Value$74.0K (+$20.4K)
Filed 2026-10-28
Private Wealth Management Group, LLC
INCREASED
Shares280 from 221
Change+59 (+27%)
Value$74.0K (+$8.1K)
Filed 2026-10-19
James T. Borello RIA
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$74.0K (-$9.4K)
Filed 2026-10-16
Hughes Financial Services, LLC
INCREASED
Shares279 from 130
Change+149 (+115%)
Value$60.8K (+$22.0K)
Filed 2026-10-30
Midwest Capital Advisors, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$73.2K (-$9.3K)
Filed 2026-11-04
Manchester Capital Management LLC
DECREASED
Shares275 from 318
Change-43 (-14%)
Value$72.7K (-$22.1K)
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
NEW
Shares273
Change+273
Value$72.1K
Filed 2026-11-05
Security National Bank
NEW
Shares270
Change+270
Value$71.3K
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares268 from 265
Change+3 (+1%)
Value$70.8K (-$8.1K)
Filed 2026-10-14
True Wealth Design, LLC
DECREASED
Shares267 from 276
Change-9 (-3%)
Value$70.5K (-$11.7K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
INCREASED
Shares266 from 145
Change+121 (+83%)
Value$70.4K (+$27.3K)
Filed 2026-10-16
Catalyst Capital Advisors LLC
INCREASED
Shares263 from 228
Change+35 (+15%)
Value$69.5K (+$1.6K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
INCREASED
Shares262 from 18
Change+244 (+1356%)
Value$69.2K (+$63.9K)
Filed 2026-10-05
SJS Investment Consulting Inc.
DECREASED
Shares259 from 377
Change-118 (-31%)
Value$68.4K (-$43.9K)
Filed 2026-10-26
Laurel Wealth Advisors LLC
NEW
Shares255
Change+255
Value$67.4K
Filed 2026-10-27
High Note Wealth, LLC
INCREASED
Shares247 from 174
Change+73 (+42%)
Value$65.3K (+$13.4K)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares246
Change+246
Value$65.1K
Filed 2026-10-27
GHP Investment Advisors, Inc.
DECREASED
Shares239 from 279
Change-40 (-14%)
Value$63.1K (-$20.0K)
Filed 2026-10-15
TrinityBridge Ltd
INCREASED
Shares232 from 165
Change+67 (+41%)
Value$61 (-$48.9K)
Filed 2026-10-30
Joseph Group Capital Management
NEW
Shares231
Change+231
Value$61.0K
Filed 2026-11-04
Spurstone Advisory Services, LLC
INCREASED
Shares230 from 200
Change+30 (+15%)
Value$61.7K (+$7.2K)
Filed 2026-11-02
Clearstead Trust, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$60.5K (-$7.7K)
Filed 2026-11-06
Evolution Wealth Management Inc.
DECREASED
Shares224 from 253
Change-29 (-11%)
Value$59.2K (-$16.2K)
Filed 2026-10-28
Jnba Financial Advisors
INCREASED
Shares213 from 94
Change+119 (+127%)
Value$56.3K (+$28.3K)
Filed 2026-11-03
Financial Perspectives, Inc
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$55.2K (-$7.0K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$55.2K (-$7.0K)
Filed 2026-10-29
Country Trust Bank
INCREASED
Shares208 from 190
Change+18 (+9%)
Value$55.0K (-$1.6K)
Filed 2026-10-30
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares206 from 194
Change+12 (+6%)
Value$54.5K (-$3.4K)
Filed 2026-10-28
Livelsberger Financial Advisory
NEW
Shares200
Change+200
Value$52.8K
Filed 2026-10-28
Downshift Financial, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$52.8K (-$6.7K)
Filed 2026-10-13
Gables Capital Management Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$52.8K (-$6.7K)
Filed 2026-11-04
Canton Hathaway, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$52.8K (-$6.7K)
Filed 2026-10-23
Eurizon SLJ Capital Ltd
NEW
Shares189
Change+189
Value$49.9K
Filed 2026-11-06
Torren Management, LLC
INCREASED
Shares186 from 56
Change+130 (+232%)
Value$49.2K (+$32.5K)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
NEW
Shares181
Change+181
Value$47.8K
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares180 from 256
Change-76 (-30%)
Value$47.6K (-$28.7K)
Filed 2026-10-07
Ares Financial Consulting, LLC
INCREASED
Shares168 from 154
Change+14 (+9%)
Value$44.4K (-$1.5K)
Filed 2026-10-19
Hurley Capital, LLC
INCREASED
Shares163 from 100
Change+63 (+63%)
Value$43.1K (+$13.3K)
Filed 2026-11-05
Horizon Financial Services, LLC
INCREASED
Shares157 from 0
Change+157
Value$41.5K (+$41.5K)
Filed 2026-11-04
Financial Management Professionals, Inc.
DECREASED
Shares155 from 182
Change-27 (-15%)
Value$41.0K (-$13.3K)
Filed 2026-10-23
Washington Trust Advisors, Inc.
INCREASED
Shares147 from 78
Change+69 (+88%)
Value$38.8K (+$15.6K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED
Shares146 from 770
Change-624 (-81%)
Value$38.6K (-$190.8K)
Filed 2026-10-26
Proathlete Wealth Management LLC
INCREASED
Shares143 from 25
Change+118 (+472%)
Value$37.8K (+$30.4K)
Filed 2026-10-15
Richardson Financial Services Inc.
INCREASED
Shares141 from 103
Change+38 (+37%)
Value$37.3K (+$6.6K)
Filed 2026-10-30
Eukles Asset Management
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$36.2K (-$4.6K)
Filed 2026-11-04
Navigoe, LLC
INCREASED
Shares135 from 8
Change+127 (+1588%)
Value$35 (+$33)
Filed 2026-11-04
Putney Financial Group LLC
NEW
Shares130
Change+130
Value$34.3K
Filed 2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$33.2K (-$4.2K)
Filed 2026-10-15
Quintet Private Bank (Europe) S.A.
INCREASED
Shares125 from 75
Change+50 (+67%)
Value$33.0K (+$10.7K)
Filed 2026-10-08
Davis Capital Management
INCREASED
Shares124 from 123
Change+1 (+1%)
Value$32.8K (-$3.9K)
Filed 2026-10-08
Gen-Wealth Partners Inc
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$32.5K (-$4.1K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares121 from 181
Change-60 (-33%)
Value$31.9K (-$21.9K)
Filed 2026-10-28
Foresight Capital Management Advisors, Inc.
NEW
Shares119
Change+119
Value$31.4K
Filed 2026-10-27
Redwood Park Advisors LLC
INCREASED
Shares117 from 1
Change+116 (+11600%)
Value$30.9K (+$30.6K)
Filed 2026-11-02
Compagnie Lombard Odier SCmA
INCREASED
Shares115 from 0
Change+115
Value$30.4K (+$30.4K)
Filed 2026-11-04
Vision Financial Markets LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$30.2K (-$721)
Filed 2026-10-22
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$30.1K (-$3.8K)
Filed 2026-11-03
Marquette Asset Management, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$30.1K (-$3.8K)
Filed 2026-10-09
Quest 10 Wealth Builders, Inc.
INCREASED
Shares109 from 58
Change+51 (+88%)
Value$28.8K (+$11.5K)
Filed 2026-11-02
Bare Financial Services, Inc
INCREASED
Shares104 from 54
Change+50 (+93%)
Value$27.5K (+$11.4K)
Filed 2026-11-04
West Paces Advisors Inc.
INCREASED
Shares101 from 79
Change+22 (+28%)
Value$26.7K (+$3.2K)
Filed 2026-10-13
Asset Planning,Inc
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$26.8K (-$3.4K)
Filed 2026-10-26
Reap Financial Group, LLC
NEW
Shares100
Change+100
Value$26.4K
Filed 2026-11-02
WPG Advisers, LLC
INCREASED
Shares100 from 84
Change+16 (+19%)
Value$26.4K (+$1.4K)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$26.4K (-$3.4K)
Filed 2026-10-21
Sawyer & Company, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$26.4K (-$3.4K)
Filed 2026-10-21
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$37.8K (+$3.5K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
INCREASED
Shares90 from 66
Change+24 (+36%)
Value$23.8K (+$4.1K)
Filed 2026-10-13
StrongBox Wealth, LLC
INCREASED
Shares86 from 64
Change+22 (+34%)
Value$22.7K (+$3.7K)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$22.5K (-$333)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares83
Change+83
Value$21.9K
Filed 2026-10-29
Clayton Financial Group LLC
NEW
Shares83
Change+83
Value$21.9K
Filed 2026-10-13
Retirement Wealth Solutions LLC
INCREASED
Shares83 from 80
Change+3 (+4%)
Value$21.9K (-$1.9K)
Filed 2026-10-07
Clark Wealth Partners
INCREASED
Shares81 from 7
Change+74 (+1057%)
Value$21.4K (+$19.3K)
Filed 2026-10-19
Fairscale Capital, LLC
INCREASED
Shares79 from 42
Change+37 (+88%)
Value$15.5K (+$3.0K)
Filed 2026-11-04
Mainstream Capital Management LLC
NEW
Shares77
Change+77
Value$20.3K
Filed 2026-10-23
Ameliora Wealth Management Ltd.
NEW
Shares77
Change+77
Value$20.3K
Filed 2026-10-23
United Financial Planning Group LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$18.2K (-$2.3K)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
INCREASED
Shares66 from 25
Change+41 (+164%)
Value$17 (+$10)
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$17.4K (-$2.2K)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares64 from 12
Change+52 (+433%)
Value$16.9K (+$13.5K)
Filed 2026-10-16
Planning Strategies Inc.
INCREASED
Shares61 from 57
Change+4 (+7%)
Value$16.1K (-$863)
Filed 2026-10-02
American Capital Advisory, LLC
DECREASED
Shares60 from 85
Change-25 (-29%)
Value$15.8K (-$9.5K)
Filed 2026-10-28
Peterson Wealth Services
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$15.9K (-$2.0K)
Filed 2026-10-26
Gilpin Wealth Management, LLC
INCREASED
Shares57 from 56
Change+1 (+2%)
Value$15.1K (-$1.6K)
Filed 2026-10-09
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$13.7K (-$1.8K)
Filed 2026-10-16
Pacific Center for Financial Services
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$13.7K (-$1.8K)
Filed 2026-10-15
Union Savings Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$13.2K (-$1.7K)
Filed 2026-10-14
Coastline Trust Co
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$12.9K (-$1.7K)
Filed 2026-10-01
Pacifica Partners Inc.
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$13.1K (+$1.1K)
Filed 2026-10-09
Kennebec Savings Bank
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$12.7K (-$1.6K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
INCREASED
Shares46 from 29
Change+17 (+59%)
Value$12.2K (+$3.5K)
Filed 2026-10-13
Gleason Group, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$11.9K (-$1.5K)
Filed 2026-10-15
Creative Capital Management Investments LLC
INCREASED
Shares42 from 33
Change+9 (+27%)
Value$11.1K (+$1.3K)
Filed 2026-10-28
Peterson Wealth Management
INCREASED
Shares39 from 20
Change+19 (+95%)
Value$10.3K (+$4.4K)
Filed 2026-11-06
Kozak & Associates, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$9.9K (-$798)
Filed 2026-10-29
Southern Michigan Bank & Trust
NEW
Shares38
Change+38
Value$10.0K
Filed 2026-10-19
Tradewinds Capital Management, LLC
DECREASED
Shares36 from 115
Change-79 (-69%)
Value$9.5K (-$24.7K)
Filed 2026-10-23
TFC Financial Management, Inc.
INCREASED
Shares36 from 16
Change+20 (+125%)
Value$9.5K (+$4.7K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares36 from 17
Change+19 (+112%)
Value$9.5K (+$4.4K)
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
NEW
Shares34
Change+34
Value$9.0K
Filed 2026-10-23
City Holding Co
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$8.7K (-$1.1K)
Filed 2026-10-19
RHL Group, LLC
INCREASED
Shares31 from 30
Change+1 (+3%)
Value$8.2K (-$738)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED
Shares30 from 4
Change+26 (+650%)
Value$7.9K (+$6.7K)
Filed 2026-11-04
Investors Research Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$7.9K (-$1.0K)
Filed 2026-10-07
Bayban
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$8.9K ($0)
Filed 2026-11-05
Burk Holdings LLC
NEW
Shares29
Change+29
Value$7.7K
Filed 2026-11-05
Reyes Financial Architecture, Inc.
NEW
Shares27
Change+27
Value$7.1K
Filed 2026-10-22
Aspect Partners, LLC
DECREASED
Shares26 from 74
Change-48 (-65%)
Value$6.9K (-$15.2K)
Filed 2026-10-20
Aventus Investment Advisors, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$6.9K (-$876)
Filed 2026-10-09
Holos Integrated Wealth LLC
NEW
Shares25
Change+25
Value$5.9K
Filed 2026-10-23
Main Street Group, LTD
INCREASED
Shares25 from 12
Change+13 (+108%)
Value$6.7K (+$3.1K)
Filed 2026-10-28
First Bancorp, Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$6.6K (-$842)
Filed 2026-10-26
Morton Brown Family Wealth, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$6.6K (-$842)
Filed 2026-10-23
Maseco LLP
NEW
Shares24
Change+24
Value$6.3K
Filed 2026-10-27
J.Safra Asset Management Corp
DECREASED
Shares21 from 3,326
Change-3,305 (-99%)
Value$5.5K (-$985.2K)
Filed 2026-11-03
Quaker Wealth Management, LLC
INCREASED
Shares21 from 19
Change+2 (+11%)
Value$5.5K (-$111)
Filed 2026-10-22
Addison Advisors LLC
INCREASED
Shares20 from 4
Change+16 (+400%)
Value$5.3K (+$4.1K)
Filed 2026-11-06
William Mack & Associates, Inc.
NEW
Shares19
Change+19
Value$5.0K
Filed 2026-10-27
DT Investment Partners, LLC
NEW
Shares18
Change+18
Value$4.8K
Filed 2026-10-27
Contravisory Investment Management, Inc.
NEW
Shares15
Change+15
Value$4.0K
Filed 2026-10-13
PayPay Securities Corp
DECREASED
Shares15 from 16
Change-1 (-6%)
Value$4.0K (-$803)
Filed 2026-10-27
WestEnd Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$4.0K (-$505)
Filed 2026-10-27
Godsey & Gibb, Inc
NEW
Shares14
Change+14
Value$3.7K
Filed 2026-10-14
Breakwater Investment Management
INCREASED
Shares13 from 5
Change+8 (+160%)
Value$3.4K (+$1.9K)
Filed 2026-10-20
Coston, McIsaac & Partners
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.5K (+$3.5K)
Filed 2026-11-06
CGC Financial Services, LLC
NEW
Shares12
Change+12
Value$3.2K
Filed 2026-10-13
Birchwood Financial Partners, Inc.
NEW
Shares11
Change+11
Value$2.9K
Filed 2026-11-02
Valued Wealth Advisors LLC
NEW
Shares10
Change+10
Value$2.6K
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares10 from 110
Change-100 (-91%)
Value$2.6K (-$30.1K)
Filed 2026-10-20
Financial Network Wealth Advisors LLC
INCREASED
Shares10 from 6
Change+4 (+67%)
Value$2.6K (+$855)
Filed 2026-10-28
Horrell Capital Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.7K (-$337)
Filed 2026-10-08
Align Financial, LLC
NEW
Shares7
Change+7
Value$1.8K
Filed 2026-10-16
Center for Financial Planning, Inc.
NEW
Shares7
Change+7
Value$1.8K
Filed 2026-10-26
POM Investment Strategies, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.9K (-$235)
Filed 2026-10-20
Tounjian Advisory Partners, LLC
DECREASED
Shares6 from 20
Change-14 (-70%)
Value$1.6K (-$4.4K)
Filed 2026-11-04
Entrust Financial LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.3K (-$168)
Filed 2026-11-04
DecisionPoint Financial, LLC
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$1.1K (-$288)
Filed 2026-10-27
North Point Portfolio Managers Corp
NEW
Shares3
Change+3
Value$793
Filed 2026-10-07
Ashurst Perkins Coie Trust Co
NEW
Shares3
Change+3
Value$792
Filed 2026-10-15
3 Factor Indexing, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$793 (-$101)
Filed 2026-10-15
McCarley & Cook Financial Planners
NEW
Shares2
Change+2
Value$528
Filed 2026-10-21
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$264
Filed 2026-10-22
Lloyd Advisory Services, Llc.
NEW
Shares0
Change0
Value$42
Filed 2026-11-02
Oriental Harbor Investment Master Fund
CLOSED
Shares0 from 439,119
Change-439,119 (-100%)
Value$0 (-$130.8M)
Filed 2026-10-22
Imc-Chicago, LLC
CLOSED
Shares0 from 332,498
Change-332,498 (-100%)
Value$0 (-$99.0M)
Filed 2026-11-05
Fund Resources Investment Holding Group Co Ltd
CLOSED
Shares0 from 184,000
Change-184,000 (-100%)
Value$0 (-$54.8M)
Filed 2026-11-03
Ariose Capital Management Ltd
CLOSED
Shares0 from 74,400
Change-74,400 (-100%)
Value$0 (-$22.2M)
Filed 2026-11-02
Chapin Davis, Inc.
CLOSED
Shares0 from 50,177
Change-50,177 (-100%)
Value$0 (-$14.9M)
Filed 2026-10-09
State of Wyoming
CLOSED
Shares0 from 15,202
Change-15,202 (-100%)
Value$0 (-$4.5M)
Filed 2026-10-28
Funde Sino Life Insurance Co Ltd
CLOSED
Shares0 from 14,281
Change-14,281 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-03
Bochk Asset Management Ltd
CLOSED
Shares0 from 13,375
Change-13,375 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-29
TTP Investments, Inc.
CLOSED
Shares0 from 11,244
Change-11,244 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-30
Johnson Financial Group, LLC
CLOSED
Shares0 from 10,855
Change-10,855 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-03
BNC Wealth Management, LLC
CLOSED
Shares0 from 10,735
Change-10,735 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-19
WIN Advisors, Inc
CLOSED
Shares0 from 9,461
Change-9,461 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-06
WBI Investments, LLC
CLOSED
Shares0 from 8,479
Change-8,479 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-05
Q3 Asset Management
CLOSED
Shares0 from 6,952
Change-6,952 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-06
Fortis Group Advisors, LLC
CLOSED
Shares0 from 6,713
Change-6,713 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-06
TriaGen Wealth Management LLC
CLOSED
Shares0 from 4,029
Change-4,029 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Guardian Partners Inc.
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
Connective Portfolio Management, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-22
XML Financial, LLC
CLOSED
Shares0 from 3,760
Change-3,760 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-29
Gainplan LLC
CLOSED
Shares0 from 3,566
Change-3,566 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-09
Shira Ridge Wealth Management
CLOSED
Shares0 from 3,103
Change-3,103 (-100%)
Value$0 (-$924.4K)
Filed 2026-10-09
Washington Capital Management, Inc
CLOSED
Shares0 from 2,725
Change-2,725 (-100%)
Value$0 (-$811.8K)
Filed 2026-10-19
Machina Capital S.A.S.
CLOSED
Shares0 from 2,682
Change-2,682 (-100%)
Value$0 (-$798.9K)
Filed 2026-11-05
Roman Butler Fullerton & Co
CLOSED
Shares0 from 2,593
Change-2,593 (-100%)
Value$0 (-$564.0K)
Filed 2026-10-27
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 2,015
Change-2,015 (-100%)
Value$0 (-$548.2K)
Filed 2026-10-08
Tactive Advisors, LLC
CLOSED
Shares0 from 1,941
Change-1,941 (-100%)
Value$0 (-$578.3K)
Filed 2026-10-08
Family Investment Center, Inc.
CLOSED
Shares0 from 1,903
Change-1,903 (-100%)
Value$0 (-$566.9K)
Filed 2026-10-19
Laurion Capital Management LP
CLOSED
Shares0 from 1,851
Change-1,851 (-100%)
Value$0 (-$551.4K)
Filed 2026-10-30
Realta Investment Advisors
CLOSED
Shares0 from 1,512
Change-1,512 (-100%)
Value$0 (-$450.4K)
Filed 2026-10-14
Trust Investment Advisors
CLOSED
Shares0 from 1,415
Change-1,415 (-100%)
Value$0 (-$421.5K)
Filed 2026-10-20
Wealth Science Advisors LLC
CLOSED
Shares0 from 1,409
Change-1,409 (-100%)
Value$0 (-$419.7K)
Filed 2026-10-09
Benchmark Financial Wealth Advisors, LLC
CLOSED
Shares0 from 1,353
Change-1,353 (-100%)
Value$0 (-$402.9K)
Filed 2026-10-20
CenterStar Asset Management, LLC
CLOSED
Shares0 from 1,293
Change-1,293 (-100%)
Value$0 (-$385.6K)
Filed 2026-10-09
Encompass More Asset Management
CLOSED
Shares0 from 1,258
Change-1,258 (-100%)
Value$0 (-$374.7K)
Filed 2026-10-16
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 1,192
Change-1,192 (-100%)
Value$0 (-$355.0K)
Filed 2026-10-14
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 1,186
Change-1,186 (-100%)
Value$0 (-$353.2K)
Filed 2026-11-05
Forum Financial Management, LP
CLOSED
Shares0 from 1,185
Change-1,185 (-100%)
Value$0 (-$353.1K)
Filed 2026-10-16
Ledyard National Bank
CLOSED
Shares0 from 1,162
Change-1,162 (-100%)
Value$0 (-$346.1K)
Filed 2026-10-21
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,158
Change-1,158 (-100%)
Value$0 (-$344.8K)
Filed 2026-11-06
Embree Financial Group
CLOSED
Shares0 from 1,064
Change-1,064 (-100%)
Value$0 (-$316.9K)
Filed 2026-10-22
Autumn Glory Partners, LLC
CLOSED
Shares0 from 1,054
Change-1,054 (-100%)
Value$0 (-$314.0K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,053
Change-1,053 (-100%)
Value$0 (-$313.7K)
Filed 2026-10-27
Twelve Points Wealth Management LLC
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$305.3K)
Filed 2026-11-03
West Tower Group, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$297.9K)
Filed 2026-10-14
McAlister, Sweet & Associates, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$297.9K)
Filed 2026-10-07
Goldstein Advisors, LLC
CLOSED
Shares0 from 979
Change-979 (-100%)
Value$0 (-$291.6K)
Filed 2026-10-15
Plancorp, LLC
CLOSED
Shares0 from 964
Change-964 (-100%)
Value$0 (-$209.6K)
Filed 2026-11-03
William Howard & Co Financial Advisors Inc
CLOSED
Shares0 from 960
Change-960 (-100%)
Value$0 (-$286.0K)
Filed 2026-11-04
Fiduciary Alliance LLC
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$285.2K)
Filed 2026-10-13
Convergence Financial, LLC
CLOSED
Shares0 from 954
Change-954 (-100%)
Value$0 (-$284.2K)
Filed 2026-10-27
Alessandra Capital Management, LLC
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$280.0K)
Filed 2026-10-30
Wealth Management Partners, LLC
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$272.6K)
Filed 2026-10-21
Seelaus Asset Management LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$268.1K)
Filed 2026-10-14
Souders Financial Advisors
CLOSED
Shares0 from 859
Change-859 (-100%)
Value$0 (-$255.9K)
Filed 2026-11-03
Amarillo National Bank
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$253.2K)
Filed 2026-10-23
Odyssey Capital Advisors, Inc.
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$249.6K)
Filed 2026-10-26
RIA Advisory Group LLC
CLOSED
Shares0 from 820
Change-820 (-100%)
Value$0 (-$244.3K)
Filed 2026-10-15
Revisor Wealth Management LLC
CLOSED
Shares0 from 805
Change-805 (-100%)
Value$0 (-$240.0K)
Filed 2026-10-20
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 795
Change-795 (-100%)
Value$0 (-$236.8K)
Filed 2026-11-02
Provident Living Financial Services, Inc.
CLOSED
Shares0 from 775
Change-775 (-100%)
Value$0 (-$230.9K)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 772
Change-772 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-19
Keudell ison Wealth Management
CLOSED
Shares0 from 752
Change-752 (-100%)
Value$0 (-$224.0K)
Filed 2026-10-16
Capstone Wealth Management Group, Inc.
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-19
TruNorth Capital Management, LLC
CLOSED
Shares0 from 748
Change-748 (-100%)
Value$0 (-$222.8K)
Filed 2026-10-14
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 741
Change-741 (-100%)
Value$0 (-$220.7K)
Filed 2026-10-09
FAI Advisors, Inc.
CLOSED
Shares0 from 737
Change-737 (-100%)
Value$0 (-$219.5K)
Filed 2026-10-27
Bath Savings Trust Co
CLOSED
Shares0 from 736
Change-736 (-100%)
Value$0 (-$219.2K)
Filed 2026-10-07
Edgemoor Investment Advisors, Inc.
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$216.0K)
Filed 2026-11-03
Berkeley, Inc
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$213.9K)
Filed 2026-10-20
Vision Capital Management, Inc.
CLOSED
Shares0 from 717
Change-717 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-20
Waters Parkerson & Co., LLC
CLOSED
Shares0 from 707
Change-707 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-04
Fogel Capital Management, Inc.
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$209.1K)
Filed 2026-11-04
Winthrop Advisory Group LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-22
Financial Symmetry Inc
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-06
WJ Wealth Management, LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$208.5K)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 699
Change-699 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-13
Essex Bank
CLOSED
Shares0 from 696
Change-696 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-16
Riverbend Wealth Management, LLC
CLOSED
Shares0 from 688
Change-688 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-15
Kavar Capital Partners Group, LLC
CLOSED
Shares0 from 686
Change-686 (-100%)
Value$0 (-$204.4K)
Filed 2026-11-06
Baldwin Wealth Partners LLC
CLOSED
Shares0 from 683
Change-683 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-13
Ehrlich Financial Group
CLOSED
Shares0 from 679
Change-679 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-20
JB Capital LLC
CLOSED
Shares0 from 678
Change-678 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-19
MCF Advisors LLC
CLOSED
Shares0 from 387
Change-387 (-100%)
Value$0 (-$115.3K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$112.6K)
Filed 2026-10-26
Wellington Grp LLC
CLOSED
Shares0 from 361
Change-361 (-100%)
Value$0 (-$35.8K)
Filed 2026-11-06
Solstein Capital, LLC
CLOSED
Shares0 from 263
Change-263 (-100%)
Value$0 (-$78.3K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$43.7K)
Filed 2026-10-16
Founders Capital Management
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$59.6K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 108
Change-108 (-100%)
Value$0 (-$32.2K)
Filed 2026-10-15
Towne Trust Company, N.a
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$18.2K)
Filed 2026-10-28
Pilgrim Partners Asia Pte Ltd
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-29
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$4)
Filed 2026-11-06
Community Financial Services Group, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$13.6K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 44
Change-44 (-100%)
Value$0 (-$13.1K)
Filed 2026-10-20
Trust Co of Toledo NA
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$12.8K)
Filed 2026-10-16
NBT Bank, N.A.
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-21
Brooklyn FI, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$5.3K)
Filed 2026-11-05
RMG Wealth Management LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-20
CKW Financial Group
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$2)
Filed 2026-10-29
Noble Wealth Management PBC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-01
Evolution Advisers, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-06
Kingdom Financial Group Llc.
UNCHANGED
Shares0 from 0
Change0
Value$4 (-$1)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 85,641,174
Change-85,641,174 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 57,898,902
Change-57,898,902 (-100%)
Value—
FMR LLC
N/A
Shares— from 56,933,063
Change-56,933,063 (-100%)
Value—
State Street Corp
N/A
Shares— from 41,834,272
Change-41,834,272 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 30,285,653
Change-30,285,653 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 21,015,501
Change-21,015,501 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,700,948
Change-14,700,948 (-100%)
Value—
Norges Bank
N/A
Shares— from 14,201,483
Change-14,201,483 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,891,628
Change-13,891,628 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 13,833,088
Change-13,833,088 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 13,129,366
Change-13,129,366 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 9,120,029
Change-9,120,029 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,096,728
Change-9,096,728 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,754,223
Change-8,754,223 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,687,235
Change-8,687,235 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,561,975
Change-8,561,975 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 7,803,650
Change-7,803,650 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,988,099
Change-5,988,099 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,863,014
Change-5,863,014 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,849,563
Change-5,849,563 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,225,664
Change-5,225,664 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 5,047,876
Change-5,047,876 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 4,090,492
Change-4,090,492 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 3,871,406
Change-3,871,406 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,780,512
Change-3,780,512 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,360,134
Change-3,360,134 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 3,085,747
Change-3,085,747 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 2,896,855
Change-2,896,855 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,796,524
Change-2,796,524 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 2,757,995
Change-2,757,995 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,662,731
Change-2,662,731 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 2,650,874
Change-2,650,874 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,649,277
Change-2,649,277 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,547,453
Change-2,547,453 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,504,623
Change-2,504,623 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,404,703
Change-2,404,703 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,025,678
Change-2,025,678 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,010,549
Change-2,010,549 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,981,185
Change-1,981,185 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,946,266
Change-1,946,266 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,933,202
Change-1,933,202 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,911,352
Change-1,911,352 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 1,900,891
Change-1,900,891 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,897,219
Change-1,897,219 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,854,207
Change-1,854,207 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,751,787
Change-1,751,787 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,689,549
Change-1,689,549 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,499,652
Change-1,499,652 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,378,189
Change-1,378,189 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,371,307
Change-1,371,307 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,323,705
Change-1,323,705 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,321,907
Change-1,321,907 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,292,788
Change-1,292,788 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,278,184
Change-1,278,184 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,228,627
Change-1,228,627 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,183,565
Change-1,183,565 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 1,066,260
Change-1,066,260 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,059,065
Change-1,059,065 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,057,131
Change-1,057,131 (-100%)
Value—
Koch, Inc.
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 983,698
Change-983,698 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 958,829
Change-958,829 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 895,414
Change-895,414 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 878,726
Change-878,726 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 825,614
Change-825,614 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 755,000
Change-755,000 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 753,132
Change-753,132 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 752,290
Change-752,290 (-100%)
Value—
Aviva PLC
N/A
Shares— from 749,310
Change-749,310 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 745,800
Change-745,800 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 694,426
Change-694,426 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 685,886
Change-685,886 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 678,242
Change-678,242 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 677,631
Change-677,631 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 663,380
Change-663,380 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 662,760
Change-662,760 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 660,285
Change-660,285 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 647,571
Change-647,571 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 647,155
Change-647,155 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 644,726
Change-644,726 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 643,019
Change-643,019 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 641,955
Change-641,955 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 621,161
Change-621,161 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 605,363
Change-605,363 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 558,306
Change-558,306 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 544,798
Change-544,798 (-100%)
Value—
Blair William & Co
N/A
Shares— from 530,549
Change-530,549 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 526,767
Change-526,767 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 523,034
Change-523,034 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 516,700
Change-516,700 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 505,425
Change-505,425 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 504,075
Change-504,075 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 493,203
Change-493,203 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 488,422
Change-488,422 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 480,456
Change-480,456 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 478,038
Change-478,038 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 470,523
Change-470,523 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 468,485
Change-468,485 (-100%)
Value—
Heard Capital LLC
N/A
Shares— from 447,977
Change-447,977 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 445,024
Change-445,024 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 436,875
Change-436,875 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 435,902
Change-435,902 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 431,100
Change-431,100 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 425,132
Change-425,132 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 423,990
Change-423,990 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 422,775
Change-422,775 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 421,088
Change-421,088 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 408,524
Change-408,524 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 404,529
Change-404,529 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 399,151
Change-399,151 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 392,422
Change-392,422 (-100%)
Value—
Think Investments LP
N/A
Shares— from 390,954
Change-390,954 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 390,739
Change-390,739 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 389,776
Change-389,776 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 382,348
Change-382,348 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 378,958
Change-378,958 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 378,401
Change-378,401 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 372,303
Change-372,303 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 371,557
Change-371,557 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 370,000
Change-370,000 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 363,871
Change-363,871 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 359,017
Change-359,017 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 352,311
Change-352,311 (-100%)
Value—
Man Group plc
N/A
Shares— from 351,247
Change-351,247 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 349,807
Change-349,807 (-100%)
Value—
Analog Century Management LP
N/A
Shares— from 349,599
Change-349,599 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 349,077
Change-349,077 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 348,304
Change-348,304 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 344,450
Change-344,450 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 341,019
Change-341,019 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 335,928
Change-335,928 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 322,821
Change-322,821 (-100%)
Value—
CloudAlpha Capital Management Limited Kong
N/A
Shares— from 315,200
Change-315,200 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 314,126
Change-314,126 (-100%)
Value—
ING Groep NV
N/A
Shares— from 309,205
Change-309,205 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 306,089
Change-306,089 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 299,623
Change-299,623 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 292,252
Change-292,252 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 288,880
Change-288,880 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 287,603
Change-287,603 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 286,219
Change-286,219 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 280,859
Change-280,859 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 275,129
Change-275,129 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 267,159
Change-267,159 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 262,580
Change-262,580 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 261,399
Change-261,399 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 259,225
Change-259,225 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 259,159
Change-259,159 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 252,786
Change-252,786 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 247,552
Change-247,552 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 244,432
Change-244,432 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 242,900
Change-242,900 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 240,995
Change-240,995 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 239,302
Change-239,302 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 234,515
Change-234,515 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 233,435
Change-233,435 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 229,717
Change-229,717 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 224,400
Change-224,400 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 220,226
Change-220,226 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 214,732
Change-214,732 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 214,605
Change-214,605 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 213,933
Change-213,933 (-100%)
Value—
Alta Park Capital, LP
N/A
Shares— from 213,865
Change-213,865 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 211,740
Change-211,740 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 205,810
Change-205,810 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 204,813
Change-204,813 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 202,282
Change-202,282 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 200,384
Change-200,384 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 197,824
Change-197,824 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 193,664
Change-193,664 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 190,861
Change-190,861 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 189,623
Change-189,623 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 186,955
Change-186,955 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 185,294
Change-185,294 (-100%)
Value—
Quarry LP
N/A
Shares— from 185,070
Change-185,070 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 181,176
Change-181,176 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 181,040
Change-181,040 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 172,407
Change-172,407 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 171,791
Change-171,791 (-100%)
Value—
Munro Partners
N/A
Shares— from 171,565
Change-171,565 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 171,552
Change-171,552 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 166,000
Change-166,000 (-100%)
Value—
Hhlr Advisors, Ltd.
N/A
Shares— from 162,933
Change-162,933 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 159,765
Change-159,765 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 158,727
Change-158,727 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 158,266
Change-158,266 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 152,470
Change-152,470 (-100%)
Value—
Commerce Bank
N/A
Shares— from 150,607
Change-150,607 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 149,890
Change-149,890 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 141,942
Change-141,942 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 140,873
Change-140,873 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 138,528
Change-138,528 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 134,852
Change-134,852 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 134,050
Change-134,050 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 133,058
Change-133,058 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 132,438
Change-132,438 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 131,069
Change-131,069 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 130,887
Change-130,887 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 130,800
Change-130,800 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 127,842
Change-127,842 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 127,770
Change-127,770 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 127,414
Change-127,414 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 125,070
Change-125,070 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 125,069
Change-125,069 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 123,395
Change-123,395 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 123,265
Change-123,265 (-100%)
Value—
&partners
N/A
Shares— from 123,062
Change-123,062 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 122,437
Change-122,437 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 118,931
Change-118,931 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 116,839
Change-116,839 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 116,746
Change-116,746 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 116,222
Change-116,222 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 114,925
Change-114,925 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 114,177
Change-114,177 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 113,636
Change-113,636 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 112,000
Change-112,000 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 110,011
Change-110,011 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 107,792
Change-107,792 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 105,348
Change-105,348 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 105,141
Change-105,141 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 104,723
Change-104,723 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 102,923
Change-102,923 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 101,507
Change-101,507 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 97,769
Change-97,769 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 96,433
Change-96,433 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 96,321
Change-96,321 (-100%)
Value—
Prudential PLC
N/A
Shares— from 94,615
Change-94,615 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 92,799
Change-92,799 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 92,187
Change-92,187 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 88,814
Change-88,814 (-100%)
Value—
Allstate Corp
N/A
Shares— from 86,848
Change-86,848 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 86,325
Change-86,325 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 85,281
Change-85,281 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 84,648
Change-84,648 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 82,240
Change-82,240 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 81,969
Change-81,969 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 81,195
Change-81,195 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 80,853
Change-80,853 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 80,173
Change-80,173 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 79,926
Change-79,926 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 77,997
Change-77,997 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 76,080
Change-76,080 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 75,930
Change-75,930 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 75,927
Change-75,927 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 74,312
Change-74,312 (-100%)
Value—
Paradigm Capital Management Inc
N/A
Shares— from 71,600
Change-71,600 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 71,092
Change-71,092 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 69,497
Change-69,497 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 69,000
Change-69,000 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 68,546
Change-68,546 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 68,114
Change-68,114 (-100%)
Value—
M.D. Sass, LLC
N/A
Shares— from 67,899
Change-67,899 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 66,086
Change-66,086 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 65,521
Change-65,521 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 64,701
Change-64,701 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 63,485
Change-63,485 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 62,726
Change-62,726 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 62,211
Change-62,211 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 61,629
Change-61,629 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 61,264
Change-61,264 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 61,179
Change-61,179 (-100%)
Value—
BNP Paribas
N/A
Shares— from 61,155
Change-61,155 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 59,682
Change-59,682 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 58,954
Change-58,954 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 58,793
Change-58,793 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 58,652
Change-58,652 (-100%)
Value—
Atika Capital Management LLC
N/A
Shares— from 58,000
Change-58,000 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 57,895
Change-57,895 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 57,705
Change-57,705 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 54,989
Change-54,989 (-100%)
Value—
First Washington Corp
N/A
Shares— from 54,548
Change-54,548 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 54,425
Change-54,425 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 53,962
Change-53,962 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 53,441
Change-53,441 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 53,000
Change-53,000 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 52,589
Change-52,589 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 51,818
Change-51,818 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 51,344
Change-51,344 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 51,155
Change-51,155 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 49,583
Change-49,583 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 48,250
Change-48,250 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 47,243
Change-47,243 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 46,676
Change-46,676 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 46,459
Change-46,459 (-100%)
Value—
Melqart Asset Management (UK) Ltd
N/A
Shares— from 46,079
Change-46,079 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 44,953
Change-44,953 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 44,680
Change-44,680 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 44,521
Change-44,521 (-100%)
Value—
Advent International, L.P.
N/A
Shares— from 44,305
Change-44,305 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 43,110
Change-43,110 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 42,657
Change-42,657 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 42,500
Change-42,500 (-100%)
Value—
Harber Asset Management LLC
N/A
Shares— from 42,200
Change-42,200 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 42,072
Change-42,072 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 40,884
Change-40,884 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 40,641
Change-40,641 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 40,498
Change-40,498 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 40,390
Change-40,390 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 39,978
Change-39,978 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 39,882
Change-39,882 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 39,236
Change-39,236 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 38,934
Change-38,934 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 38,863
Change-38,863 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 38,483
Change-38,483 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 38,202
Change-38,202 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 38,057
Change-38,057 (-100%)
Value—
Bank OZK
N/A
Shares— from 37,688
Change-37,688 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 37,632
Change-37,632 (-100%)
Value—
Dnca Finance
N/A
Shares— from 36,900
Change-36,900 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 36,786
Change-36,786 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 36,553
Change-36,553 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 36,076
Change-36,076 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 35,015
Change-35,015 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 34,442
Change-34,442 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 34,370
Change-34,370 (-100%)
Value—
Stephens Inc
N/A
Shares— from 34,355
Change-34,355 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 34,264
Change-34,264 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 33,992
Change-33,992 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 33,570
Change-33,570 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 31,900
Change-31,900 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 31,464
Change-31,464 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 31,435
Change-31,435 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 31,061
Change-31,061 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 30,190
Change-30,190 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 30,113
Change-30,113 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 29,488
Change-29,488 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 29,283
Change-29,283 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 28,766
Change-28,766 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 28,613
Change-28,613 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 28,592
Change-28,592 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 28,530
Change-28,530 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 28,176
Change-28,176 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 28,071
Change-28,071 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 27,568
Change-27,568 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 26,902
Change-26,902 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 26,370
Change-26,370 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 26,360
Change-26,360 (-100%)
Value—
Totem Point Management, LLC
N/A
Shares— from 26,039
Change-26,039 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 25,965
Change-25,965 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 25,461
Change-25,461 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 25,064
Change-25,064 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 24,898
Change-24,898 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 24,100
Change-24,100 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 23,837
Change-23,837 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 23,592
Change-23,592 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 23,554
Change-23,554 (-100%)
Value—
Deepwater Asset Management, LLC
N/A
Shares— from 23,492
Change-23,492 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 23,037
Change-23,037 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 22,720
Change-22,720 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 22,474
Change-22,474 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 22,177
Change-22,177 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,155
Change-22,155 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 22,101
Change-22,101 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 22,085
Change-22,085 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 21,768
Change-21,768 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 20,759
Change-20,759 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 20,595
Change-20,595 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 20,422
Change-20,422 (-100%)
Value—
Murchinson Ltd.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 19,987
Change-19,987 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 19,973
Change-19,973 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 19,896
Change-19,896 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 19,717
Change-19,717 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 19,696
Change-19,696 (-100%)
Value—
KP Management LLC
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 19,269
Change-19,269 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 18,934
Change-18,934 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 18,733
Change-18,733 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,540
Change-18,540 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 18,344
Change-18,344 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 18,219
Change-18,219 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 17,450
Change-17,450 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 17,450
Change-17,450 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 17,120
Change-17,120 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,958
Change-16,958 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 16,873
Change-16,873 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 16,826
Change-16,826 (-100%)
Value—
KR Capital LP
N/A
Shares— from 16,816
Change-16,816 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 16,523
Change-16,523 (-100%)
Value—
Ossiam
N/A
Shares— from 16,239
Change-16,239 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 16,104
Change-16,104 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 15,629
Change-15,629 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 15,118
Change-15,118 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 14,925
Change-14,925 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 14,852
Change-14,852 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 14,703
Change-14,703 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 14,511
Change-14,511 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 14,086
Change-14,086 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 13,827
Change-13,827 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 13,807
Change-13,807 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 13,793
Change-13,793 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 13,736
Change-13,736 (-100%)
Value—
Allianz SE
N/A
Shares— from 13,523
Change-13,523 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 13,522
Change-13,522 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,320
Change-13,320 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 13,221
Change-13,221 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 13,193
Change-13,193 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 13,136
Change-13,136 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 12,970
Change-12,970 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 12,923
Change-12,923 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 12,801
Change-12,801 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 12,710
Change-12,710 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 12,580
Change-12,580 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 12,554
Change-12,554 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,517
Change-12,517 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12,503
Change-12,503 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 12,454
Change-12,454 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,221
Change-12,221 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,184
Change-12,184 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 12,172
Change-12,172 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 12,061
Change-12,061 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 11,956
Change-11,956 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 11,940
Change-11,940 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 11,800
Change-11,800 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 11,796
Change-11,796 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 11,677
Change-11,677 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 11,554
Change-11,554 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 11,451
Change-11,451 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 11,394
Change-11,394 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 11,374
Change-11,374 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 11,013
Change-11,013 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 10,808
Change-10,808 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 10,628
Change-10,628 (-100%)
Value—
S&CO Inc
N/A
Shares— from 10,573
Change-10,573 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 10,505
Change-10,505 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,431
Change-10,431 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,358
Change-10,358 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 10,313
Change-10,313 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 10,198
Change-10,198 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 10,113
Change-10,113 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 10,071
Change-10,071 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,952
Change-9,952 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,682
Change-9,682 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 9,515
Change-9,515 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,443
Change-9,443 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 9,289
Change-9,289 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 9,264
Change-9,264 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 9,199
Change-9,199 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 9,136
Change-9,136 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 9,055
Change-9,055 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 9,009
Change-9,009 (-100%)
Value—
Balance Capital Partners L.P.
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 8,953
Change-8,953 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 8,941
Change-8,941 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 8,904
Change-8,904 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 8,889
Change-8,889 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 8,824
Change-8,824 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 8,669
Change-8,669 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,620
Change-8,620 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,554
Change-8,554 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,539
Change-8,539 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 8,343
Change-8,343 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 8,242
Change-8,242 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,186
Change-8,186 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 8,161
Change-8,161 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 7,821
Change-7,821 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 7,820
Change-7,820 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 7,660
Change-7,660 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 7,573
Change-7,573 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 7,540
Change-7,540 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 7,539
Change-7,539 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Feynman Point Asset Management LLC
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 7,360
Change-7,360 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 7,287
Change-7,287 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 7,211
Change-7,211 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 7,188
Change-7,188 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 7,181
Change-7,181 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 7,153
Change-7,153 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 7,002
Change-7,002 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 6,898
Change-6,898 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 6,891
Change-6,891 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 6,842
Change-6,842 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 6,819
Change-6,819 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 6,808
Change-6,808 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 6,463
Change-6,463 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,462
Change-6,462 (-100%)
Value—
Central Asset Investments & Management Holdings (HK) Ltd
N/A
Shares— from 6,382
Change-6,382 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,373
Change-6,373 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 6,333
Change-6,333 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 6,092
Change-6,092 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,082
Change-6,082 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,973
Change-5,973 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,403
Change-5,403 (-100%)
Value—
Anther Capital Ltd
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 5,331
Change-5,331 (-100%)
Value—
Rogco, LP
N/A
Shares— from 5,272
Change-5,272 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,246
Change-5,246 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 5,217
Change-5,217 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
Tejara Capital Ltd
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 4,909
Change-4,909 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,873
Change-4,873 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 4,818
Change-4,818 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 4,595
Change-4,595 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 4,563
Change-4,563 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 4,413
Change-4,413 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 4,337
Change-4,337 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 4,226
Change-4,226 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 4,192
Change-4,192 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,113
Change-4,113 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Galaxy Digital Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,874
Change-3,874 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,738
Change-3,738 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 3,631
Change-3,631 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Monolith Management Ltd
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,516
Change-3,516 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
JAT Capital Mgmt LP
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 3,374
Change-3,374 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Corient IA LP
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 3,081
Change-3,081 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Anatole Investment Management Ltd
N/A
Shares— from 3,061
Change-3,061 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 3,028
Change-3,028 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 2,937
Change-2,937 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 998
Change-998 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 975
Change-975 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 967
Change-967 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 956
Change-956 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 945
Change-945 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 924
Change-924 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 924
Change-924 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 905
Change-905 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 903
Change-903 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 892
Change-892 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 884
Change-884 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 848
Change-848 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 826
Change-826 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 800
Change-800 (-100%)
Value—
Simmons Bank
N/A
Shares— from 795
Change-795 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 785
Change-785 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 751
Change-751 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 736
Change-736 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 732
Change-732 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 730
Change-730 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 687
Change-687 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 677
Change-677 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 675
Change-675 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 614
Change-614 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 585
Change-585 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 550
Change-550 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 538
Change-538 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 528
Change-528 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 490
Change-490 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 480
Change-480 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 400
Change-400 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 354
Change-354 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 339
Change-339 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 311
Change-311 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 300
Change-300 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Motco
N/A
Shares— from 257
Change-257 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 238
Change-238 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 237
Change-237 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 200
Change-200 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 194
Change-194 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
NCP Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 123
Change-123 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 123
Change-123 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 105
Change-105 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 103
Change-103 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 103
Change-103 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 89
Change-89 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 89
Change-89 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 81
Change-81 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 65
Change-65 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 59
Change-59 (-100%)
Value—
S&T Bank
N/A
Shares— from 57
Change-57 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 55
Change-55 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 55
Change-55 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 37
Change-37 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 30
Change-30 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 26
Change-26 (-100%)
Value—
CNB Bank
N/A
Shares— from 25
Change-25 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 22
Change-22 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 19
Change-19 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 16
Change-16 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 10
Change-10 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3
Change-3 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED21,684,84921,126,096+558,753+3%$6.3B$5.7B-$561.5M2026-11-06
Bank of New York Mellon Corp
INCREASED9,313,2437,957,985+1,355,258+17%$2.4B$2.5B+$90.0M2026-11-05
Amundi
INCREASED8,456,9928,241,798+215,194+3%$2.5B$2.2B-$220.7M2026-11-06
Barclays PLC
DECREASED5,458,4165,749,180-290,764-5%$1.7B$1.4B-$270.5M2026-11-06
Deutsche Bank Ag\
INCREASED4,145,6713,916,888+228,783+6%$1.2B$1.1B-$71.5M2026-11-06
Citigroup Inc
DECREASED2,957,3944,437,598-1,480,204-33%$1.3B$781.4M-$540.5M2026-11-04
Pictet Asset Management Holding SA
INCREASED2,664,4731,742,336+922,137+53%$519.0M$704.0M+$184.9M2026-11-03
Dimensional Fund Advisors LP
DECREASED2,644,5272,751,646-107,119-4%$819.6M$698.7M-$120.9M2026-11-04
Swedbank AB
INCREASED2,362,6761,491,227+871,449+58%$444.2M$624.2M+$180.0M2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,339,9942,192,031+147,963+7%$653.0M$618.2M-$34.7M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,973,5981,990,854-17,256-1%$593.1M$521.4M-$71.6M2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED1,652,8501,439,525+213,325+15%$428.8M$436.7M+$7.9M2026-11-03
DekaBank Deutsche Girozentrale
INCREASED1,351,757628,869+722,888+115%$62.1K$356.5K+$294.4K2026-10-27
LPL Financial LLC
INCREASED1,144,0161,077,669+66,347+6%$321.0M$302.3M-$18.8M2026-11-06
ProShare Advisors LLC
INCREASED1,105,7501,063,207+42,543+4%$316.7M$292.2M-$24.6M2026-10-29
Principal Financial Group Inc
DECREASED1,021,1861,045,433-24,247-2%$311.4M$269.8M-$41.6M2026-11-02
GF Fund Management Co. Ltd.
INCREASED908,380187,949+720,431+383%$56.0M$240.0M+$184.0M2026-10-26
Eurizon Capital SGR S.p.A.
DECREASED896,5611,159,475-262,914-23%$340.9M$236.8M-$104.1M2026-11-06
Robeco Schweiz AG
DECREASED834,248960,706-126,458-13%$286.2M$220.4M-$65.8M2026-10-23
Neos Investment Management LLC
INCREASED753,569667,562+86,007+13%$198.9M$199.1M+$240.4K2026-11-04
Tensor Edge Capital, LLC
INCREASED724,382609,668+114,714+19%$181.6M$191.4M+$9.8M2026-11-06
Temasek Holdings (Private) Ltd
DECREASED720,962860,962-140,000-16%$256.5M$190.5M-$66.0M2026-10-28
Fisher Asset Management, LLC
INCREASED715,893682,381+33,512+5%$203.3M$189.1M-$14.1M2026-11-06
Allspring Global Investments Holdings, LLC
DECREASED682,105799,965-117,860-15%$217.6M$182.9M-$34.8M2026-11-04
Aberdeen Group plc
DECREASED675,4051,104,005-428,600-39%$328.9M$173.6M-$155.3M2026-11-06
Fifth Third Bancorp
DECREASED671,992677,300-5,308-1%$201.8M$177.5M-$24.2M2026-11-05
Russell Investments Group, Ltd.
DECREASED667,952886,470-218,518-25%$254.1M$176.2M-$77.8M2026-11-06
Assenagon Asset Management S.A.
DECREASED667,9121,355,085-687,173-51%$403.7M$176.5M-$227.2M2026-10-15
KBC Group NV
INCREASED627,335588,197+39,138+7%$175.2M$165.7K-$175.1M2026-10-22
New York State Teachers Retirement System
INCREASED626,297622,682+3,615+1%$185.5M$165.5K-$185.3M2026-10-22
Davenport & Co LLC
DECREASED596,528645,205-48,677-8%$192.2M$157.5M-$34.7M2026-10-14
PFA Pension, Forsikringsaktieselskab
DECREASED554,093592,359-38,266-6%$176.5M$146.4M-$30.1M2026-11-06
AGF Management LTD
DECREASED523,770924,243-400,473-43%$275.3M$138.4M-$136.9M2026-11-03
SEB Asset Management AB
INCREASED513,987428,986+85,001+20%$127.8M$135.8M+$8.0M2026-11-04
CIBC Asset Management Inc
INCREASED487,430434,434+52,996+12%$129.4M$128.8M-$629.7K2026-11-05
Vontobel Holding Ltd.
DECREASED472,739591,808-119,069-20%$176.3M$124.9M-$51.4M2026-10-16
Candriam S.C.A.
DECREASED434,204441,931-7,727-2%$131.5M$115.1M-$16.4M2026-11-03
BCV Asset Management Inc.
DECREASED414,834417,345-2,511-1%$116.2M$110.0M-$6.1M2026-11-06
MacKenzie Financial Corp
INCREASED409,468224,426+185,042+82%$66.9M$108.2M+$41.3M2026-11-02
Asset Management One Co., Ltd.
DECREASED405,990423,344-17,354-4%$126.1M$107.3M-$18.8M2026-10-27
Amazon COM Inc
UNCHANGED396,352396,35200%$118.1M$104.7M-$13.3M2026-11-03
Brooklands Fund Management Ltd
NEW390,954—+390,954——$103.3M—2026-10-28
Factory Mutual Insurance Co
INCREASED356,909197,209+159,700+81%$58.7M$94.3M+$35.6M2026-10-30
Daiwa Securities Group Inc.
INCREASED342,733269,142+73,591+27%$80.2M$90.6M+$10.4M2026-10-29
Nykredit A/S
INCREASED323,088314,956+8,132+3%$93.8M$85.4M-$8.5M2026-11-06
Commonwealth Equity Services, LLC
INCREASED308,162300,052+8,110+3%$89.4M$81.4M-$8.0M2026-11-02
TD Waterhouse Canada Inc.
DECREASED305,874312,255-6,381-2%$85.0M$82.0M-$3.0M2026-10-16
Creative Planning
INCREASED300,006241,245+58,761+24%$71.9M$79.3M+$7.4M2026-11-02
Rakuten Investment Management, Inc.
INCREASED295,690275,841+19,849+7%$76.6M$77.8M+$1.2M2026-10-30
Oppenheimer & Co Inc
INCREASED289,210280,433+8,777+3%$83.5M$76.4M-$7.1M2026-10-26
Swiss Life Asset Management Ltd
INCREASED284,419194,554+89,865+46%$58.0M$75.1M+$17.2M2026-11-03
Truist Financial Corp
INCREASED281,634270,568+11,066+4%$80.6M$74.4M-$6.2M2026-10-30
State of New Jersey Common Pension Fund D
INCREASED275,763275,680+83+0%$82.1M$72.9M-$9.3M2026-11-05
Xponance LLC
INCREASED259,101235,774+23,327+10%$70.2M$68.5M-$1.8M2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED252,612248,412+4,200+2%$74.0M$66.7K-$73.9M2026-10-08
Czech National Bank
INCREASED251,629249,216+2,413+1%$74.2M$66.5M-$7.8M2026-10-13
Robeco Institutional Asset Management B.V.
INCREASED242,371184,653+57,718+31%$55.0M$64.0M+$9.0M2026-10-20
Arizona State Retirement System
INCREASED240,050236,579+3,471+1%$70.5M$63.4M-$7.1M2026-11-03
Henshaw Capital LLC
UNCHANGED238,382238,38200%$71.0M$63.0M-$8.0M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED237,716259,447-21,731-8%$77.3M$62.8M-$14.5M2026-10-15
Kimelman & Baird, LLC
DECREASED237,244238,388-1,1440%$71.0M$62.7M-$8.3M2026-11-03
Glenview Trust Co
DECREASED235,464238,801-3,337-1%$71.1M$62.2M-$8.9M2026-10-28
State of Michigan Retirement System
INCREASED224,666224,200+466+0%$66.8M$59.4M-$7.4M2026-10-27
Strs Ohio
DECREASED217,784229,047-11,263-5%$68.2M$57.5M-$10.7M2026-10-30
UniSuper Management Pty Ltd
INCREASED212,720207,588+5,132+2%$61.8M$56.2M-$5.6M2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
INCREASED207,440120,975+86,465+71%$36.0M$54.8K-$36.0M2026-10-22
SteelPeak Wealth, LLC
INCREASED206,534109,543+96,991+89%$32.6M$54.6M+$21.9M2026-10-16
Arnhold LLC
UNCHANGED206,519206,51900%$61.5M$54.6M-$7.0M2026-10-26
IFM Investors Pty Ltd
INCREASED202,385198,070+4,315+2%$59.0M$53.5M-$5.5M2026-10-14
Baker Avenue Asset Management, LP
DECREASED199,452205,260-5,808-3%$61.1M$52.7M-$8.4M2026-11-06
Annex Advisory Services, LLC
INCREASED196,27421,065+175,209+832%$6.3M$51.9M+$45.6M2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED193,487193,386+101+0%$57.6M$51.1M-$6.5M2026-11-03
Raiffeisen Bank International AG
INCREASED192,69289,260+103,432+116%$24.8M$50.7M+$25.9M2026-10-28
PNC Financial Services Group, Inc.
INCREASED189,043114,596+74,447+65%$34.1M$49.9M+$15.8M2026-11-06
OP Asset Management Ltd
INCREASED184,103113,454+70,649+62%$33.8M$48.6M+$14.8M2026-11-05
Retirement Systems of Alabama
DECREASED183,655221,936-38,281-17%$66.1M$48.5M-$17.6M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED179,783167,135+12,648+8%$49.8M$47.5M-$2.3M2026-10-20
Zevenbergen Capital Investments LLC
INCREASED179,56589,657+89,908+100%$26.7M$47.4M+$20.7M2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED176,078185,718-9,640-5%$55.3M$46.5K-$55.3M2026-11-02
Amalgamated Bank
DECREASED171,905175,644-3,739-2%$52.3M$45.4K-$52.3M2026-10-23
iA Global Asset Management Inc.
INCREASED163,122111,066+52,056+47%$33.1M$43.1K-$33.0M2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED160,220161,134-914-1%$48.0M$42.3M-$5.7M2026-10-19
Diversify Wealth Management, LLC
INCREASED159,393155,255+4,138+3%$29.4M$38.5M+$9.1M2026-10-20
Diversify Advisory Services, LLC
INCREASED159,393155,255+4,138+3%$29.4M$38.5M+$9.1M2026-10-20
Hartline Investment Corp/
DECREASED157,939231,542-73,603-32%$69.0M$41.7M-$27.2M2026-10-29
Gateway Investment Advisers LLC
INCREASED155,51559,138+96,377+163%$17.6M$41.1M+$23.5M2026-10-13
TimesSquare Capital Management, LLC
DECREASED150,595153,078-2,483-2%$45.6M$39.8M-$5.8M2026-11-03
New York Life Investment Management LLC
INCREASED147,826133,564+14,262+11%$39.8M$39.1M-$730.3K2026-11-04
ABN Amro Investment Solutions
INCREASED146,102129,289+16,813+13%$38.5M$38.6M+$87.7K2026-10-21
US Bancorp \de\
INCREASED144,803137,267+7,536+5%$40.9M$38.3M-$2.6M2026-11-05
OFI Invest Asset Management
DECREASED139,832237,652-97,820-41%$62.2M$32.9M-$29.3M2026-11-06
Sava Infond d.o.o.
INCREASED129,60056,000+73,600+131%$16.7M$34.2M+$17.6M2026-10-28
M & L Capital Management Ltd
INCREASED126,200119,500+6,700+6%$35.6M$33.3M-$2.3M2026-10-26
Concurrent Investment Advisors, LLC
INCREASED125,247111,613+13,634+12%$33.2M$33.1M-$157.1K2026-10-16
Calamos Advisors LLC
INCREASED125,059124,799+260+0%$37.2M$33.0M-$4.1M2026-11-02
Salem Investment Counselors Inc
DECREASED124,133130,333-6,200-5%$38.8M$32.8M-$6.0M2026-10-13
Badgley Phelps Wealth Managers, LLC
DECREASED124,111128,603-4,492-3%$38.3M$32.8M-$5.5M2026-10-22
Spectrum Financial Alliance Ltd LLC
INCREASED123,322119,160+4,162+3%$35.5M$32.6M-$2.9M2026-10-29
Nisa Investment Advisors, LLC
INCREASED122,02792,456+29,571+32%$27.5M$32.2M+$4.7M2026-10-20
Kestra Advisory Services, LLC
INCREASED119,825106,359+13,466+13%$31.7M$31.7M-$24.3K2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED118,661118,257+404+0%$35.2M$31.4M-$3.9M2026-10-30
TB Alternative Assets Ltd.
DECREASED116,140258,070-141,930-55%$76.9M$30.7M-$46.2M2026-10-16
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
UNCHANGED115,000115,00000%$34.3M$30.4M-$3.9M2026-11-05
Smith Salley Wealth Management
INCREASED110,690106,712+3,978+4%$31.8M$29.2M-$2.5M2026-11-03
Virginia Retirement Systems ET Al
INCREASED110,10548,205+61,900+128%$14.4M$29.1M+$14.7M2026-10-28
Profund Advisors LLC
DECREASED110,024121,305-11,281-9%$36.1M$29.1M-$7.1M2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED109,36693,091+16,275+17%$27.7M$28.9M+$1.2M2026-10-22
Generali Asset Management SPA SGR
INCREASED108,408101,900+6,508+6%$30.4M$28.6M-$1.7M2026-10-26
Oregon Public Employees Retirement Fund
DECREASED107,659107,665-60%$32.1M$28.4M-$3.6M2026-10-30
L. Roy Papp & Associates, LLP
DECREASED107,121111,672-4,551-4%$33.3M$28.3M-$5.0M2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED106,665107,992-1,327-1%$32.2M$28.2M-$4.0M2026-11-03
FengHe Fund Management Pte. Ltd.
NEW102,400—+102,400——$27.1M—2026-11-02
General American Investors Co Inc
DECREASED102,000112,000-10,000-9%$33.4M$26.9M-$6.4M2026-11-02
Sierra Summit Advisors LLC
INCREASED101,26796,720+4,547+5%$28.8M$26.8M-$2.1M2026-10-28
Clearstead Advisors, LLC
INCREASED99,27998,931+348+0%$29.5M$26.2M-$3.2M2026-11-06
Generate Investment Management Ltd
INCREASED99,15919,244+79,915+415%$5.7M$26.2M+$20.5M2026-10-14
Once Capital Management, LLC
INCREASED98,70096,700+2,000+2%$28.8M$26.1M-$2.7M2026-11-02
Louisiana State Employees Retirement System
DECREASED98,400100,900-2,500-2%$30.1M$26.0M-$4.1M2026-10-20
Sterling Capital Management LLC
INCREASED96,39182,572+13,819+17%$24.6M$25.5M+$870.1K2026-10-22
D.A. Davidson & Co.
INCREASED94,10191,088+3,013+3%$27.1M$24.9M-$2.3M2026-10-28
Capital Investment Counsel, Inc
DECREASED93,07693,206-1300%$27.8M$24.6M-$3.2M2026-10-20
Achmea Investment Management B.V.
NEW91,051—+91,051——$24.1M—2026-10-30
Fifth Third Wealth Advisors LLC
INCREASED90,89190,720+171+0%$27.0M$24.0M-$3.0M2026-10-22
Mutual of America Capital Management LLC
DECREASED89,88990,486-597-1%$27.0M$23.7M-$3.2M2026-10-23
Ethic Inc.
INCREASED89,84952,359+37,490+72%$15.6M$23.7M+$8.1M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED89,71079,939+9,771+12%$17.7M$23.1M+$5.4M2026-10-13
Bourgeon Capital Management LLC
INCREASED86,66383,069+3,594+4%$24.7M$22.9M-$1.8M2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
INCREASED86,27583,787+2,488+3%$24.9M$22.8M-$2.1M2026-10-29
Nordwand Advisors, LLC
DECREASED84,11385,365-1,252-1%$25.4M$22.2M-$3.2M2026-11-05
Moran Wealth Management, LLC
INCREASED83,93282,156+1,776+2%$24.5M$22.2M-$2.3M2026-10-22
Gradient Investments LLC
NEW83,841—+83,841——$22.2M—2026-10-08
ASR Vermogensbeheer N.V.
INCREASED83,36182,900+461+1%$24.7M$22.0M-$2.7M2026-10-16
State of Alaska, Department of Revenue
DECREASED82,96185,788-2,827-3%$25.6M$21.9K-$25.5M2026-10-15
Loftus Peak Pty Ltd
INCREASED80,81218,096+62,716+347%$5.4M$21.4M+$16.0M2026-10-15
Adell Harriman & Carpenter Inc
INCREASED79,41775,527+3,890+5%$22.5M$21.0M-$1.5M2026-11-02
Yousif Capital Management, LLC
DECREASED77,21777,415-1980%$23.1M$20.4M-$2.7M2026-10-22
Triglav Investments, D.O.O.
DECREASED76,36378,650-2,287-3%$23.4M$20.2M-$3.3M2026-11-06
Verus Capital Partners, LLC
INCREASED76,30046,967+29,333+62%$14.0M$20.2M+$6.2M2026-11-03
Unicom Systems, Inc.
INCREASED75,40034,400+41,000+119%$10.2M$19.9M+$9.7M2026-10-13
Bfsg, LLC
DECREASED72,42973,918-1,489-2%$22.0M$19.1M-$2.9M2026-10-30
Pinnacle Associates LTD
DECREASED71,67173,218-1,547-2%$21.8M$18.9M-$2.9M2026-10-20
Bouvel Investment Partners, LLC
DECREASED70,42471,585-1,161-2%$21.3M$18.6M-$2.7M2026-10-13
Gulf International Bank (UK) Ltd
UNCHANGED67,21567,21500%$20.0M$17.8K-$20.0M2026-10-20
Independent Financial Group, LLC
INCREASED66,54762,654+3,893+6%$18.7M$17.6M-$1.1M2026-10-13
Exchange Traded Concepts, LLC
INCREASED66,51542,839+23,676+55%$12.8M$17.6M+$4.8M2026-10-28
UMB Bank, n.a.
DECREASED66,19367,703-1,510-2%$20.2M$17.5M-$2.7M2026-11-06
Thrivent Financial for Lutherans
DECREASED66,00573,195-7,190-10%$21.8M$17.5K-$21.8M2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED65,20151,661+13,540+26%$15.4M$17.2M+$1.8M2026-10-28
Lido Advisors, LLC
INCREASED64,89147,903+16,988+35%$14.3M$17.1M+$2.9M2026-11-04
Simplex Trading, LLC
DECREASED63,59894,668-31,070-33%$28.2M$16.8M-$11.4M2026-11-04
Nfsg Corp
DECREASED63,33664,995-1,659-3%$19.4M$16.7M-$2.6M2026-10-15
OAK Ridge Investments LLC
DECREASED62,74164,001-1,260-2%$19.1M$16.6M-$2.5M2026-10-30
IFP Advisors, Inc
INCREASED62,20417,079+45,125+264%$5.1M$16.4M+$11.3M2026-10-16
Lmcg Investments, LLC
DECREASED60,39962,376-1,977-3%$18.6M$16.0M-$2.6M2026-10-21
Allworth Financial LP
INCREASED59,11358,307+806+1%$17.4M$17.6M+$240.0K2026-11-06
William Blair Investment Management, LLC
DECREASED58,69158,923-2320%$17.6M$15.5M-$2.0M2026-11-06
Assetmark, Inc
INCREASED58,00716,098+41,909+260%$4.8M$15.3M+$10.5M2026-10-21
SFE Investment Counsel
INCREASED57,14148,888+8,253+17%$14.6M$15.1M+$534.0K2026-10-29
Avanza Fonder AB
INCREASED55,47348,133+7,340+15%$14.3M$14.7M+$318.2K2026-10-13
Natixis
DECREASED55,093478,465-423,372-88%$142.5M$14.6M-$128.0M2026-11-06
Midwest Trust Co
INCREASED54,3341,564+52,770+3374%$465.9K$14.4M+$13.9M2026-10-22
Equitable Trust Co
DECREASED53,92655,045-1,119-2%$16.4M$14.2M-$2.1M2026-10-13
Summa Corp.
INCREASED53,44150,000+3,441+7%$14.9M$14.1M-$774.9K2026-10-30
Maryland State Retirement & Pension System
INCREASED53,10446,823+6,281+13%$13.9M$14.0M+$82.5K2026-11-05
Decker Retirement Planning Inc.
INCREASED52,88223,459+29,423+125%$7.0M$14.0M+$7.0M2026-10-19
Private Wealth Partners, LLC
DECREASED50,78851,038-2500%$15.2M$13.4M-$1.8M2026-10-22
MassMutual Private Wealth & Trust, FSB
DECREASED50,28452,784-2,500-5%$15.7M$13.3M-$2.4M2026-10-05
N10 Wealth, LLC
INCREASED49,86339,117+10,746+27%$11.7M$13.2M+$1.5M2026-10-14
Bosman Wealth Management, LLC
INCREASED49,34244,784+4,558+10%$13.3M$13.0M-$303.9K2026-10-28
Parallel Advisors, LLC
INCREASED48,60846,497+2,111+5%$13.9M$12.8M-$1.0M2026-11-03
Zweig-DiMenna Associates LLC
UNCHANGED48,23348,23300%$14.4M$12.7M-$1.6M2026-11-06
J.W. Cole Advisors, Inc.
INCREASED47,61146,673+938+2%$13.9M$12.6M-$1.3M2026-11-05
Mengis Capital Management, Inc.
INCREASED47,00646,555+451+1%$13.9M$12.4M-$1.4M2026-10-13
Hartford Investment Management Co
DECREASED46,86948,393-1,524-3%$14.4M$12.4M-$2.0M2026-11-04
N10 Assets, LLC
INCREASED46,42538,542+7,883+20%$11.5M$12.3M+$784.7K2026-10-14
Highland Capital Management, LLC
DECREASED46,25668,916-22,660-33%$20.5M$12.2M-$8.3M2026-10-26
Union Bancaire Privee, UBP SA
DECREASED45,09346,187-1,094-2%$10.5M$10.5M-$4.1K2026-11-04
HUB Investment Partners, LLC
INCREASED44,06030,799+13,261+43%$9.2M$11.6M+$2.5M2026-11-03
Eagle Bluffs Wealth Management LLC
DECREASED43,91244,729-817-2%$13.3M$11.6M-$1.7M2026-10-20
Insight Inv LLC
DECREASED43,89044,189-299-1%$13.2M$11.6M-$1.6M2026-10-27
New Mexico Educational Retirement Board
UNCHANGED43,60043,60000%$13.0M$11.5K-$13.0M2026-11-05
Apollon Wealth Management, LLC
INCREASED43,41038,207+5,203+14%$11.4M$11.5M+$87.9K2026-10-23
SBI Securities Co., Ltd.
DECREASED43,23147,477-4,246-9%$14.1M$11.4M-$2.7M2026-10-22
Fideuram Asset Management (Ireland) dac
DECREASED42,832151,013-108,181-72%$32.3M$9.3M-$23.0M2026-10-29
Global X Japan Co., Ltd.
DECREASED42,23053,427-11,197-21%$15.9M$11.2M-$4.8M2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED41,5473,200+38,347+1198%$953.2K$11.0M+$10.0M2026-10-22
Acorn Financial Advisory Services Inc
INCREASED40,67031,351+9,319+30%$9.3M$10.7M+$1.4M2026-11-02
Geneva Partners, LLC
DECREASED40,65768,048-27,391-40%$20.3M$10.7M-$9.5M2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED40,52937,451+3,078+8%$11.2M$10.7M-$448.1K2026-10-26
Bank Pictet & Cie (Europe) AG
NEW40,339—+40,339——$10.7M—2026-10-20
Caitong International Asset Management Co., Ltd
INCREASED40,00429+39,975+137845%$8.6K$10.6M+$10.6M2026-10-29
Counterpoint Mutual Funds LLC
INCREASED39,96426,919+13,045+48%$8.0M$10.6M+$2.5M2026-10-16
Inspire Investing, LLC
INCREASED39,80036,990+2,810+8%$11.0M$10.5M-$503.3K2026-10-22
Cove Private Wealth, LLC
INCREASED39,71639,516+200+1%$11.8M$10.5M-$1.3M2026-10-28
Montag A & Associates Inc
DECREASED39,54743,141-3,594-8%$12.9M$10.4M-$2.4M2026-10-29
Savant Capital, LLC
INCREASED39,05630,259+8,797+29%$5.9M$10.3M+$4.4M2026-11-06
Huntleigh Advisors, Inc.
INCREASED38,73631,913+6,823+21%$9.5M$10.2M+$727.9K2026-11-03
Meridian Wealth Management, LLC
DECREASED38,61040,046-1,436-4%$11.9M$10.2M-$1.7M2026-11-05
Wesbanco Bank Inc
DECREASED38,54864,571-26,023-40%$19.2M$10.2M-$9.1M2026-11-04
Stanley-Laman Group, Ltd.
DECREASED38,47939,579-1,100-3%$11.8M$10.2M-$1.6M2026-10-20
Cullen T Bankers, Inc.
DECREASED38,20748,346-10,139-21%$14.4M$10.1M-$4.3M2026-10-28
Oak Thistle LLC
NEW37,085—+37,085——$9.8M—2026-10-21
CFM Wealth Partners LLC
DECREASED37,02737,032-50%$11.0M$9.8M-$1.2M2026-11-05
Krilogy Financial LLC
INCREASED36,31535,516+799+2%$10.6M$9.7M-$925.1K2026-10-13
Q Fund Management (Hong Kong) Ltd
DECREASED36,20065,400-29,200-45%$19.5M$9.6M-$9.9M2026-10-14
Moors & Cabot, Inc.
INCREASED35,94232,998+2,944+9%$9.8M$9.5M-$333.5K2026-11-06
Crossmark Global Holdings, Inc.
INCREASED35,69932,890+2,809+9%$9.8M$9.4M-$365.6K2026-10-21
Oak Harvest Investment Services
DECREASED35,01537,021-2,006-5%$11.0M$9.3M-$1.8M2026-10-20
Leonteq Securities AG
DECREASED34,68062,413-27,733-44%$18.6M$9.2M-$9.4M2026-10-29
Atria Investments, Inc
INCREASED34,05426,302+7,752+29%$7.8M$9.0M+$1.2M2026-10-15
Bailard, Inc.
INCREASED33,30732,724+583+2%$9.7M$8.8M-$948.1K2026-10-13
Tokio Marine Asset Management Co LTD
UNCHANGED33,27733,27700%$9.9M$8.8M-$1.1M2026-10-26
Great Lakes Retirement, Inc.
DECREASED33,18834,492-1,304-4%$10.3M$8.8M-$1.5M2026-10-26
E. Ohman J:or Asset Management AB
DECREASED33,06739,567-6,500-16%$11.8M$8.7M-$3.0M2026-10-22
Harbor Capital Advisors, Inc.
INCREASED32,50929,525+2,984+10%$8.8M$8.6K-$8.8M2026-10-22
Prospera Financial Services Inc
INCREASED32,17327,201+4,972+18%$8.1M$6.3M-$1.8M2026-11-04
Elite Wealth Management, Inc.
NEW31,634—+31,634——$8.4M—2026-11-03
Vise Technologies, Inc.
INCREASED31,24926,770+4,479+17%$8.0M$8.3M+$281.5K2026-10-29
Strengthening Families & Communities, LLC
INCREASED31,13031,029+101+0%$9.2M$8.2M-$1.0M2026-10-21
Arthur M. Cohen & Associates, LLC
DECREASED30,77232,583-1,811-6%$9.7M$8.1M-$1.6M2026-10-26
SWS Partners
INCREASED30,73029,129+1,601+6%$8.7M$8.1M-$558.0K2026-10-26
Compound Planning, Inc.
DECREASED30,68530,838-1530%$9.2M$8.1M-$1.1M2026-11-05
DCF Advisers, LLC
INCREASED30,00027,500+2,500+9%$8.2M$7.9M-$265.7K2026-11-04
Greenwood Capital Associates LLC
INCREASED29,93624,178+5,758+24%$7.2M$7.9M+$707.0K2026-10-27
Tandem Capital Management Corp
DECREASED29,86630,309-443-1%$9.0M$7.9M-$1.1M2026-10-22
Winch Advisory Services, LLC
DECREASED29,77931,432-1,653-5%$9.4M$7.9M-$1.5M2026-11-06
Spear Advisors LLC
DECREASED29,51741,712-12,195-29%$12.4M$7.8M-$4.6M2026-10-27
CRA Financial Services, LLC
INCREASED29,42829,262+166+1%$8.7M$7.8M-$941.6K2026-10-16
Cache Advisors, LLC
INCREASED29,37023,202+6,168+27%$6.9M$7.8M+$848.2K2026-10-16
Hager Investment Management Services, LLC
INCREASED29,03917,621+11,418+65%$5.2M$7.7M+$2.4M2026-11-04
Spire Wealth Management
DECREASED29,03933,035-3,996-12%$9.8M$7.7M-$2.2M2026-10-30
S-Bank Fund Management Ltd
INCREASED28,9317,837+21,094+269%$2.3M$7.6M+$5.3M2026-11-06
Gunderson Capital Management LLC
DECREASED28,92859,049-30,121-51%$17.6M$7.6M-$9.9M2026-10-15
United Capital Management of KS, Inc.
DECREASED28,76031,055-2,295-7%$9.3M$7.6M-$1.7M2026-11-04
VMS Asset Management Limited
DECREASED28,67238,515-9,843-26%$11.5M$7.6M-$3.9M2026-10-15
J. Safra Sarasin Holding AG
DECREASED28,37828,419-410%$6.4M$5.8M-$613.7K2026-10-26
HB Wealth Management, LLC
INCREASED28,17824,595+3,583+15%$7.3M$7.4M+$99.6K2026-10-23
Vestor Capital, LLC
INCREASED28,0911,317+26,774+2033%$53$2.9K+$2.9K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED27,97025,769+2,201+9%$7.7M$7.4M-$286.5K2026-11-06
Linscomb Wealth, Inc.
DECREASED27,52328,010-487-2%$8.3M$7.3M-$1.1M2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED27,45716,884+10,573+63%$4.7M$7.3M+$2.6M2026-10-13
Quantum Private Wealth, LLC
DECREASED27,35527,360-50%$8.2M$7.2M-$922.8K2026-10-20
PKO Investment Management Joint-Stock Co
DECREASED27,00030,000-3,000-10%$8.9M$7.1M-$1.8M2026-10-19
North Dakota State Investment Board
INCREASED26,71625,715+1,001+4%$7.7M$7.1M-$601.6K2026-10-27
Arrow Financial Corp
INCREASED26,68226,532+150+1%$7.9M$7.0M-$854.0K2026-10-26
Caldwell Trust Co
INCREASED26,51124,560+1,951+8%$7.3M$7.0M-$311.7K2026-10-30
Shariaportfolio, Inc.
NEW26,460—+26,460——$7.0M—2026-10-20
Royal Fund Management, LLC
INCREASED26,2761,047+25,229+2410%$311.9K$6.9M+$6.6M2026-10-22
Maxi Investments CY Ltd
INCREASED25,9007,100+18,800+265%$2.1M$6.8K-$2.1M2026-10-26
Howard Capital Management, LLC
DECREASED25,81625,878-620%$7.7M$6.8M-$888.0K2026-10-16
Analyst IMS Investment Management Services Ltd.
INCREASED25,60020,000+5,600+28%$6.0M$6.8K-$6.0M2026-11-05
Merit Financial Group, LLC
DECREASED25,44927,079-1,630-6%$8.1M$6.7M-$1.3M2026-11-06
Rakuten Securities, Inc.
DECREASED25,35531,795-6,440-20%$9.5M$6.7M-$2.8M2026-11-02
Red Spruce Capital, LLC
DECREASED25,26325,352-890%$7.6M$6.7M-$877.4K2026-10-07
Artemis Wealth Advisors, LLC
UNCHANGED25,00025,00000%$7.4M$6.6M-$842.0K2026-11-05
Brookstone Capital Management
INCREASED24,92011,210+13,710+122%$3.3M$6.6M+$3.2M2026-10-22
Essex Investment Management Co LLC
DECREASED24,84525,911-1,066-4%$7.7M$6.6M-$1.2M2026-10-19
Yelin Lapidot Holdings Management Ltd.
UNCHANGED24,82424,82400%$7.4M$6.6M-$836.1K2026-10-26
Venture Visionary Partners LLC
DECREASED24,78631,526-6,740-21%$9.4M$6.5M-$2.8M2026-10-07
Malaga Cove Capital, LLC
DECREASED24,72333,888-9,165-27%$10.1M$6.5M-$3.6M2026-10-23
Almanack Investment Partners, Llc.
INCREASED23,91915,773+8,146+52%$4.7M$6.3M+$1.6M2026-11-03
Blue Zone Wealth Advisors, LLC
INCREASED23,86723,800+67+0%$7.1M$6.3M-$783.8K2026-10-19
Pathway Wealth Management LLC
UNCHANGED23,82523,82500%$7.1M$6.3M-$802.4K2026-10-19
Compass Financial Management LLC
INCREASED23,65421,153+2,501+12%$5.6M$6.2M+$682.1K2026-10-30
Mitchell Capital Management Co
NEW23,179—+23,179——$6.1M—2026-10-29
Deltec Asset Management LLC
UNCHANGED23,01523,01500%$6.9M$6.1M-$775.1K2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED22,97822,858+120+1%$6.8M$6.1M-$738.2K2026-10-23
Valicenti Advisory Services Inc
INCREASED22,97019,420+3,550+18%$5.8K$6.1K+$2842026-10-23
Securian Asset Management, Inc
DECREASED22,74823,266-518-2%$4.4M$6.0M+$1.6M2026-11-06
Park Avenue Securities LLC
INCREASED22,52019,334+3,186+16%$5.8M$6.0K-$5.8M2026-10-26
Praxis Investment Management Inc
UNCHANGED22,46022,46000%$6.7M$5.9K-$6.7M2026-11-03
Grandview Asset Management LLC
DECREASED22,20423,281-1,077-5%$7.0M$5.9M-$1.1M2026-10-19
Robocap Asset Management Ltd
INCREASED22,13322,097+36+0%$6.6M$5.8M-$734.7K2026-11-02
Regions Financial Corp
DECREASED22,02022,532-512-2%$6.7M$5.8M-$894.2K2026-11-05
LBP AM SA
DECREASED21,641339,453-317,812-94%$101.1M$5.7M-$95.4M2026-11-06
Maytree Asset Management Ltd
DECREASED21,50039,579-18,079-46%$11.8M$5.7M-$6.1M2026-10-29
First Citizens Bank & Trust Co
INCREASED21,2989,345+11,953+128%$2.8M$5.6M+$2.8M2026-10-14
Munich Reinsurance Co Stock Corp in Munich
DECREASED21,25827,689-6,431-23%$8.2M$5.6M-$2.6M2026-10-30
Hilltop National Bank
DECREASED21,07921,345-266-1%$6.4M$5.6M-$789.2K2026-10-14
Aware Super Pty Ltd as trustee of Aware Super
DECREASED21,05233,175-12,123-37%$9.9M$5.6M-$4.3M2026-10-30
Plato Investment Management Ltd
DECREASED20,93620,989-530%$6.2M$5.6M-$662.9K2026-11-05
Keybank National Association
INCREASED20,91818,927+1,991+11%$5.6M$5.5M-$111.4K2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED20,73722,082-1,345-6%$6.6M$5.5M-$1.1M2026-10-30
Prosperitas Financial LLC
NEW20,723—+20,723——$5.5M—2026-10-28
Leelyn Smith, LLC
DECREASED20,66920,963-294-1%$6.2M$5.5M-$783.7K2026-11-03
Griffith & Werner, Inc.
NEW20,424—+20,424——$5.4M—2026-11-04
Institute for Wealth Management, Llc.
INCREASED20,35820,311+47+0%$6.1M$5.4M-$671.6K2026-11-06
Ring Mountain Capital, LLC
DECREASED20,34120,656-315-2%$6.2M$5.4M-$778.9K2026-10-13
Farther Finance Advisors, LLC
INCREASED20,14616,364+3,782+23%$4.9M$5.3M+$455.7K2026-10-08
Citizens Financial Group Inc
INCREASED20,00516,760+3,245+19%$5.0M$5.3M+$292.8K2026-10-23
Primoris Wealth Advisors, LLC
INCREASED19,93814,613+5,325+36%$4.4M$5.3M+$914.8K2026-10-28
Sowell Financial Services LLC
DECREASED19,62221,559-1,937-9%$6.4M$5.2M-$1.2M2026-10-23
AMF Tjanstepension AB
UNCHANGED19,46319,46300%$5.8M$5.1M-$655.5K2026-10-22
Verde Servicos Internacionais S.A.
NEW19,451—+19,451——$5.1K—2026-10-26
Parisi Gray Wealth Management
INCREASED19,44515,824+3,621+23%$4.7M$5.1M+$423.9K2026-10-16
PVG Asset Management Corp
DECREASED19,20919,280-710%$5.7M$5.1M-$668.0K2026-10-19
Gamma Investing LLC
INCREASED18,94215,821+3,121+20%$4.7M$5.0M+$291.7K2026-10-08
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED18,52619,116-590-3%$5.7M$4.9M-$799.7K2026-10-16
Mendel Money Management
DECREASED18,04518,332-287-2%$5.5M$4.8M-$688.4K2026-11-02
Signaturefd, LLC
INCREASED18,02916,435+1,594+10%$4.9M$4.8M-$132.1K2026-10-23
Torrey Growth & Income Advisors
DECREASED17,91018,110-200-1%$5.4M$4.6M-$771.0K2026-11-04
Atlatl Advisers LLC
DECREASED17,86023,205-5,345-23%$6.9M$4.7M-$2.2M2026-10-22
Waterfront Wealth Inc.
DECREASED17,80423,246-5,442-23%$5.5M$4.3M-$1.2M2026-11-03
Private Advisory Group LLC
INCREASED17,7826,903+10,879+158%$2.1M$4.7M+$2.6M2026-11-06
Anchyra Partners LLC
DECREASED17,78017,862-820%$5.3M$4.7M-$623.3K2026-10-13
Wedbush Securities Inc
INCREASED17,60516,076+1,529+10%$4.8M$4.7K-$4.8M2026-10-22
Tema Etfs LLC
NEW17,399—+17,399——$4.6M—2026-10-16
Perigon Wealth Management, LLC
DECREASED17,17717,196-190%$5.1M$4.5M-$584.2K2026-10-22
Guardian Financial Partners, LLC
DECREASED16,95617,796-840-5%$5.3M$4.5M-$821.4K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED16,95214,971+1,981+13%$4.5M$4.5M+$19.2K2026-10-23
Wealth Advisory Solutions, LLC
INCREASED16,89312,481+4,412+35%$3.7M$4.5M+$745.3K2026-10-20
SAX Wealth Advisors, LLC
INCREASED16,82316,069+754+5%$1.6M$4.4M+$2.9M2026-10-13
Integrity Alliance, Llc.
INCREASED16,77516,675+100+1%$5.0M$4.4M-$535.1K2026-10-29
Level Four Advisory Services, LLC
INCREASED16,70116,275+426+3%$4.8M$4.4M-$435.7K2026-11-06
Rubicon Global Capital Ltd
UNCHANGED16,50016,50000%$4.9M$4.4M-$555.7K2026-10-28
Fortitude Advisory Group L.L.C.
INCREASED16,42611,903+4,523+38%$3.5M$4.3M+$794.1K2026-10-15
Riggs Asset Managment Co. Inc.
INCREASED16,27010,675+5,595+52%$3.2M$4.3M+$1.1M2026-11-05
Choreo, LLC
INCREASED16,21215,961+251+2%$4.8M$4.3M-$470.8K2026-10-28
Pathway Financial Advisers, LLC
DECREASED15,98516,671-686-4%$5.0M$4.2M-$742.6K2026-10-27
CoreCap Advisors, LLC
DECREASED15,93226,636-10,704-40%$7.9M$4.2M-$3.7M2026-10-08
Norway Savings Bank
DECREASED15,79616,147-351-2%$4.8M$4.2M-$636.6K2026-10-20
Lebenthal Global Advisors, LLC
INCREASED15,76614,251+1,515+11%$4.2M$4.2M-$79.7K2026-10-28
Valeo Financial Advisors, LLC
INCREASED15,76313,313+2,450+18%$4.0M$4.2M+$199.0K2026-10-08
Masterinvest Kapitalanlage GmbH
INCREASED15,7223,476+12,246+352%$1.0M$4.2M+$3.1M2026-11-03
Kornitzer Capital Management Inc
INCREASED15,51112,856+2,655+21%$3.8M$4.1M+$268.5K2026-11-03
Gratus Wealth Advisors, LLC
DECREASED15,39516,462-1,067-6%$4.9M$4.1M-$836.3K2026-10-26
Churchill Financial Advisors, LLC
INCREASED15,26514,870+395+3%$4.4M$4.0M-$396.5K2026-10-20
Quadrant Capital Group LLC
INCREASED15,17414,035+1,139+8%$4.2M$4.1M-$103.3K2026-10-20
Norden Group LLC
INCREASED15,14814,014+1,134+8%$4.2M$4.0M-$172.5K2026-10-20
Nations Financial Group Inc,
DECREASED15,07219,246-4,174-22%$5.7M$4.0M-$1.8M2026-11-05
Independent Solutions Wealth Management, LLC
INCREASED14,96414,606+358+2%$4.4M$4.0M-$397.3K2026-10-28
Silverleafe Capital Partners, LLC
INCREASED14,87014,593+277+2%$4.3M$3.9M-$418.3K2026-10-02
Wedmont Private Capital
INCREASED14,82713,789+1,038+8%$3.3M$4.1M+$820.6K2026-10-09
V-Square Quantitative Management LLC
INCREASED14,80114,332+469+3%$4.3M$3.9M-$358.8K2026-10-15
Cookson Peirce & Co Inc
DECREASED14,78920,138-5,349-27%$6.0M$3.9M-$2.1M2026-10-30
MGO One Seven LLC
DECREASED14,77215,232-460-3%$4.5M$3.9M-$634.5K2026-10-28
Vanguard Capital Wealth Advisors
INCREASED14,6339,611+5,022+52%$2.9M$3.9M+$1.0M2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED14,33019,934-5,604-28%$5.9M$3.8M-$2.2M2026-10-20
Icici Prudential Asset Management Co Ltd
DECREASED14,31014,466-156-1%$4.3M$3.8M-$528.4K2026-11-06
Knights of Columbus Asset Advisors LLC
INCREASED14,15111,016+3,135+28%$3.3M$3.7M+$457.3K2026-11-05
FNY Investment Advisers, LLC
INCREASED13,9963,178+10,818+340%$946$3.7K+$2.8K2026-10-16
Optimas Capital Ltd
NEW13,900—+13,900——$3.7M—2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED13,8927,918+5,974+75%$2.4M$3.7M+$1.3M2026-10-13
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED13,80013,500+300+2%$4.0M$3.6M-$375.4K2026-11-06
Taylor Frigon Capital Management LLC
DECREASED13,57314,333-760-5%$4.3M$3.6M-$683.5K2026-10-23
Rossmore Private Capital
DECREASED13,51815,371-1,853-12%$4.6M$3.6M-$1.0M2026-10-27
Formuepleje A/S
DECREASED13,48013,506-260%$4.0M$3.6M-$461.8K2026-10-15
Blue Jean Financial LLC
NEW13,452—+13,452——$3.6M—2026-10-20
Regatta Capital Group, LLC
DECREASED13,18413,325-141-1%$4.0M$3.5M-$486.1K2026-10-23
Elevation Point Wealth Partners, LLC
INCREASED13,14612,632+514+4%$3.8M$3.5M-$289.1K2026-11-05
Bdf-Gestion
DECREASED13,04014,694-1,654-11%$2.2M$3.4M+$1.3M2026-10-19
StoryOne LLC
INCREASED12,7981,283+11,515+898%$382.2K$3.4M+$3.0M2026-10-13
Great Lakes Advisors, LLC
DECREASED12,72031,623-18,903-60%$9.4M$3.4M-$6.1M2026-11-06
Avidian Wealth Enterprises, LLC
DECREASED12,63812,929-291-2%$3.9M$3.3M-$512.3K2026-10-08
Burr Financial Services, LLC
DECREASED12,47714,788-2,311-16%$4.4M$3.3M-$1.1M2026-10-08
Cane Capital Partners, LLC
INCREASED12,3619,793+2,568+26%$2.9M$3.3M+$348.7K2026-10-23
Capital Investment Advisory Services, LLC
DECREASED12,25612,392-136-1%$3.7M$3.2M-$470.7K2026-10-30
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED12,17212,184-120%$3.6M$3.2M-$413.5K2026-10-21
180 Wealth Advisors, LLC
INCREASED12,13911,739+400+3%$3.5M$3.2M-$289.5K2026-11-03
WealthPlan Investment Management, LLC
INCREASED12,11210,564+1,548+15%$3.1M$3.2M+$53.2K2026-10-15
Cornerstone Wealth Management, LLC
DECREASED11,99613,091-1,095-8%$3.9M$3.2M-$730.4K2026-11-04
Symphony Financial, Ltd. Co.
INCREASED11,9755,226+6,749+129%$1.5M$3.1M+$1.6M2026-10-22
Burney Co/
INCREASED11,95810,144+1,814+18%$3.0M$3.2M+$137.6K2026-10-15
Paragon Capital Management Inc
DECREASED11,79112,601-810-6%$3.8M$3.1M-$638.5K2026-10-15
Virtue Capital Management, LLC
DECREASED11,74113,614-1,873-14%$4.1M$3.1M-$953.4K2026-10-29
Greenleaf Trust
INCREASED11,5528,040+3,512+44%$2.4M$3.1M+$657.1K2026-10-29
Register Financial Advisors LLC
DECREASED11,32111,410-89-1%$3.4M$3.0M-$407.7K2026-10-23
Gerber Kawasaki Wealth & Investment Management
INCREASED11,31210,865+447+4%$3.2M$3.0M-$248.0K2026-10-29
Princeton Capital Management LLC
INCREASED11,29311,228+65+1%$3.3M$3.0M-$361.0K2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED11,2598,999+2,260+25%$2.7M$3.0M+$294.0K2026-10-21
Valley National Advisers Inc
INCREASED11,2129,394+1,818+19%$2.8M$3.0M+$164.2K2026-10-23
Meitav Investment House LTD
DECREASED11,15312,153-1,000-8%$3.6M$2.9M-$673.5K2026-10-28
Avaii Wealth Management, LLC
INCREASED11,1526,414+4,738+74%$1.9M$3.0M+$1.1M2026-10-09
Kintegral Advisory, LLC
INCREASED11,12911,067+62+1%$3.3M$2.9M-$356.4K2026-10-16
Congress Park Capital LLC
INCREASED11,1139,596+1,517+16%$2.9M$2.9M+$77.6K2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW11,044—+11,044——$3.0M—2026-10-15
MeadowBrook Investment Advisors LLC
DECREASED11,03511,200-165-1%$3.3M$2.5M-$870.4K2026-10-29
Tealwood Asset Management Inc
DECREASED10,98311,525-542-5%$3.4K$2.9K-$5312026-10-13
Cadent Capital Advisors, LLC
NEW10,969—+10,969——$2.9M—2026-10-09
Three Seasons Wealth, LLC
DECREASED10,91512,767-1,852-15%$3.8M$2.9M-$919.3K2026-11-03
Waratah Capital Advisors Ltd.
NEW10,908—+10,908——$2.9M—2026-11-06
Argonautica Private Wealth Management, Inc
INCREASED10,84210,496+346+3%$3.1M$2.9M-$262.1K2026-11-02
Hoey Investments, Inc
INCREASED10,82710,805+22+0%$3.2M$2.9M-$358.1K2026-10-29
Y.D. More Investments Ltd
INCREASED10,82410,550+274+3%$3.1M$2.9M-$281.9K2026-11-02
Hazlett, Burt & Watson, Inc.
DECREASED10,77311,219-446-4%$2.6M$2.8K-$2.6M2026-11-04
Mather Group, Llc.
INCREASED10,7458,020+2,725+34%$2.4M$2.8M+$449.8K2026-10-14
Sigma Planning Corp
DECREASED10,70711,198-491-4%$3.3M$2.8M-$538.4K2026-10-23
HCR Wealth Advisors
DECREASED10,61610,740-124-1%$3.2M$2.8M-$394.5K2026-10-15
Ascent Group, LLC
DECREASED10,61310,762-149-1%$3.2M$2.8M-$401.8K2026-10-30
International Assets Investment Management, LLC
INCREASED10,57010,057+513+5%$2.7M$2.8M+$97.4K2026-11-02
Concord Wealth Partners
INCREASED10,56110,201+360+4%$3.0M$2.8M-$248.5K2026-11-02
Concord Asset Management, LLC
INCREASED10,55110,024+527+5%$3.0M$2.8M-$198.4K2026-11-02
Certuity, LLC
INCREASED10,4949,182+1,312+14%$2.7M$2.8M+$64.4K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED10,4409,776+664+7%$2.9M$2.8M-$153.8K2026-10-22
Ritholtz Wealth Management
INCREASED10,4189,022+1,396+15%$2.7M$2.8M+$65.0K2026-11-05
Brighton Jones LLC
DECREASED10,28910,447-158-2%$3.1M$2.7M-$393.6K2026-11-03
Redhawk Wealth Advisors, Inc.
DECREASED10,20014,215-4,015-28%$4.2M$2.7M-$1.5M2026-10-14
First Bank & Trust
DECREASED10,18812,092-1,904-16%$3.6M$2.7M-$910.3K2026-10-19
Americana Partners, LLC
INCREASED10,1343,977+6,157+155%$1.2M$2.7M+$1.5M2026-10-28
Everhart Financial Group, Inc.
INCREASED10,11510,087+28+0%$3.0M$2.7M-$332.3K2026-10-08
Argent Capital Management LLC
INCREASED10,07310,072+1+0%$3.0M$2.7M-$339.2K2026-10-05
Aspen Investment Management Inc
INCREASED10,0719,744+327+3%$2.9K$2.7K-$2422026-11-05
Larson Financial Group LLC
INCREASED10,0447,856+2,188+28%$2.3M$2.7M+$313.6K2026-11-05
StoneCrest Wealth Management, Inc.
DECREASED9,9259,997-72-1%$3.0M$2.6M-$355.7K2026-11-03
Penbrook Management LLC
UNCHANGED9,7309,73000%$2.9M$2.6M-$327.7K2026-10-16
Kassira Wealth Management LLC
NEW9,719—+9,719——$2.6M—2026-10-28
Trust Asset Management LLC
NEW9,717—+9,717——$2.6M—2026-11-03
EPG Wealth Management LLC
INCREASED9,6589,420+238+3%$2.8M$2.6M-$254.4K2026-11-03
Advisors Management Group Inc
INCREASED9,6469,622+24+0%$2.9M$2.5K-$2.9M2026-11-05
Wealthcare Advisory Partners LLC
DECREASED9,5969,679-83-1%$2.9M$2.5M-$347.9K2026-10-21
Frank, Rimerman Advisors LLC
DECREASED9,57011,889-2,319-20%$3.5M$2.5M-$1.0M2026-10-16
Myriad Asset Management Advisors LLC
UNCHANGED9,4799,47900%$2.8M$2.5M-$320.0K2026-11-03
CWA Asset Management Group, LLC
INCREASED9,3808,102+1,278+16%$2.4M$2.5M+$64.6K2026-10-19
Chicago Partners Investment Group LLC
INCREASED9,3687,322+2,046+28%$1.5M$2.1M+$608.0K2026-10-27
Fulcrum Asset Management LLP
INCREASED9,2585,174+4,084+79%$1.4M$2.4M+$1.0M2026-11-04
TD Private Client Wealth LLC
INCREASED9,2006,711+2,489+37%$2.0M$2.4M+$431.6K2026-10-28
Woodstock Corp
UNCHANGED9,1949,19400%$2.7M$2.4M-$309.6K2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED9,1759,694-519-5%$2.9M$2.4M-$463.6K2026-10-16
Thompson Investment Management, Inc.
UNCHANGED9,1409,14000%$2.7M$2.4M-$307.8K2026-10-14
Family Legacy Financial Solutions, LLC
DECREASED9,0489,176-128-1%$2.6M$2.4M-$180.7K2026-10-07
AlphaCore Capital LLC
INCREASED8,8232,376+6,447+271%$707.8K$2.3M+$1.6M2026-11-04
Linden Thomas Advisory Services, LLC
INCREASED8,8018,781+20+0%$2.6M$2.3M-$290.5K2026-10-19
Sheets Smith Wealth Management
UNCHANGED8,6398,63900%$2.6M$2.3M-$291.0K2026-10-16
CenterBook Partners LP
INCREASED8,5841,637+6,947+424%$487.6K$2.3M+$1.8M2026-11-02
VestGen Advisors, LLC
DECREASED8,57213,206-4,634-35%$3.9M$2.3M-$1.7M2026-10-27
IPG Investment Advisors LLC
INCREASED8,4738,016+457+6%$2.4M$2.2M-$149.2K2026-10-30
Breakwater Capital Group
DECREASED8,4588,813-355-4%$2.6M$2.2M-$390.7K2026-10-09
KRS Capital Management, LLC
DECREASED8,4348,449-150%$2.5M$2.2M-$288.5K2026-10-16
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED8,30027,600-19,300-70%$8.2M$2.2M-$6.0M2026-11-04
Oarsman Capital, Inc.
INCREASED8,2938,259+34+0%$2.5M$2.2M-$269.2K2026-11-05
Parrish Capital LLC
INCREASED8,2137,974+239+3%$2.4M$2.2M-$205.4K2026-10-01
Diversified Trust Co
DECREASED8,20812,350-4,142-34%$3.7M$2.2M-$1.5M2026-11-06
Retireful, LLC
INCREASED8,1967,107+1,089+15%$2.1M$2.2M+$48.4K2026-10-09
Altfest L J & Co Inc
NEW8,191—+8,191——$2.2M—2026-10-27
Arta Finance Wealth Management LLC
INCREASED8,1606,277+1,883+30%$1.9M$2.2M+$285.6K2026-10-28
Tlwm
DECREASED8,1578,254-97-1%$2.5M$2.2M-$303.6K2026-10-09
Dedeker Financial LLC
DECREASED8,1438,231-88-1%$2.5M$2.2M-$300.5K2026-10-23
Cigna Investments Inc
DECREASED8,1238,206-83-1%$2.4M$2.1K-$2.4M2026-10-19
Moneco Advisors, LLC
INCREASED8,1097,816+293+4%$2.3M$2.1M-$185.8K2026-11-05
Balboa Wealth Partners
DECREASED8,0768,580-504-6%$2.6M$2.1M-$422.1K2026-10-20
First Pacific Financial
INCREASED8,0747,778+296+4%$2.3M$2.1M-$183.7K2026-10-14
LFG Wealth Partners, LLC
NEW8,053—+8,053——$2.1M—2026-10-28
Peoples Financial Services Corp.
DECREASED8,04013,500-5,460-40%$4.0M$2.1M-$1.9M2026-10-20
Westwind Capital
NEW8,031—+8,031——$2.1K—2026-10-08
Harmony Asset Management LLC
DECREASED8,0108,035-250%$2.4M$2.1M-$277.2K2026-10-20
True Freedom Investing, LLC
INCREASED7,9733,350+4,623+138%$331.9K$2.1M+$1.8M2026-10-29
Accurate Wealth Management, LLC
DECREASED7,8857,981-96-1%$1.9M$2.1M+$237.1K2026-10-20
1834 Investment Advisors Co
DECREASED7,8107,838-280%$2.3M$2.1M-$271.4K2026-10-16
Ascentis Independent Advisors
NEW7,777—+7,777——$2.1M—2026-11-03
RFG Advisory, LLC
INCREASED7,7567,203+553+8%$2.1M$2.0M-$96.6K2026-11-03
Fisher Funds Management LTD
UNCHANGED7,7537,75300%$2.3M$2.0M-$261.1K2026-10-13
Investment House LLC
DECREASED7,75014,215-6,465-45%$4.2M$2.0M-$2.2M2026-10-21
Bokf, NA
DECREASED7,69611,691-3,995-34%$3.5M$2.0M-$1.4M2026-10-27
Thoma Capital Management LLC
DECREASED7,6568,001-345-4%$2.4M$2.0M-$360.4K2026-10-19
Third View Private Wealth, LLC
INCREASED7,5967,490+106+1%$2.2M$2.0M-$224.3K2026-10-30
Green Alpha Advisors, LLC
DECREASED7,4618,692-1,231-14%$2.6M$2.0M-$618.0K2026-10-08
Portfolio Design Labs, LLC
DECREASED7,4547,492-38-1%$2.2M$2.0M-$262.4K2026-11-04
Ulland Investment Advisors, LLC
INCREASED7,4507,055+395+6%$2.1K$2.0K-$1342026-10-13
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED7,3919,491-2,100-22%$2.8M$2.0M-$868.5K2026-10-21
Little House Capital LLC
DECREASED7,27610,572-3,296-31%$3.1M$1.9M-$1.2M2026-11-06
Park Capital Management, LLC / WI
DECREASED7,2117,441-230-3%$2.2M$1.9M-$311.3K2026-10-13
Nvwm, LLC
INCREASED7,207693+6,514+940%$206.4K$1.9M+$1.7M2026-10-14
MSH Capital Advisors LLC
INCREASED7,0831,175+5,908+503%$350.0K$1.9M+$1.5M2026-11-03
Bear Mountain Capital, Inc.
NEW6,967—+6,967——$1.6M—2026-11-04
Aaron Wealth Advisors LLC
DECREASED6,9279,001-2,074-23%$2.7M$1.8M-$851.1K2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED6,8821,019+5,863+575%$303.5K$1.8M+$1.5M2026-10-29
Darden Wealth Group Inc
DECREASED6,8326,951-119-2%$2.1M$1.8M-$265.6K2026-11-06
New England Research & Management, Inc.
NEW6,770—+6,770——$1.8M—2026-10-16
Wealth Effects LLC
INCREASED6,7654,173+2,592+62%$1.2M$1.8M+$544.3K2026-10-23
Kestra Investment Management, LLC
INCREASED6,7146,016+698+12%$1.8M$1.8M-$18.2K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED6,65810,079-3,421-34%$3.0M$1.8M-$1.2M2026-10-21
Soltis Investment Advisors LLC
INCREASED6,6365,373+1,263+24%$1.6M$1.8M+$152.7K2026-10-28
Schear Investment Advisers, LLC
DECREASED6,5278,056-1,529-19%$2.4M$1.7M-$675.3K2026-10-14
Tempo Wealth, LLC
DECREASED6,5276,630-103-2%$2.0M$1.7M-$250.7K2026-10-14
Braeburn Wealth Management LLC
INCREASED6,5226,305+217+3%$1.9M$1.7M-$155.0K2026-10-15
TigerOak Management, L.L.C.
INCREASED6,5165,657+859+15%$1.7M$1.7M+$36.4K2026-10-23
Integrated Advisors Network LLC
INCREASED6,4944,517+1,977+44%$1.3M$1.7M+$370.2K2026-10-20
Shelton Wealth Management, LLC
DECREASED6,4297,892-1,463-19%$2.4M$1.7M-$652.3K2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED6,4246,410+14+0%$1.9M$1.7M-$212.2K2026-10-16
First National Trust Co
NEW6,397—+6,397——$1.7M—2026-10-28
Willow Creek Capital Management, Inc.
UNCHANGED6,3586,35800%$1.9M$1.9M$02026-10-16
Alta Advisers Ltd
INCREASED6,3233,498+2,825+81%$1.0M$1.7M+$628.6K2026-11-02
Xcel Wealth Management, LLC
DECREASED6,2946,755-461-7%$2.0M$1.7M-$349.3K2026-10-26
Cornerstone Enterprises, LLC
DECREASED6,2019,164-2,963-32%$2.7M$1.6M-$1.1M2026-10-15
Focused Wealth Management, Inc
DECREASED6,1876,298-111-2%$1.9M$1.6M-$241.4K2026-10-30
Investment Insight Wealth Management, LLC
INCREASED6,1706,124+46+1%$1.8M$1.6M-$193.9K2026-10-30
Miller Global Investments, LLC
DECREASED6,1546,285-131-2%$1.9M$1.6M-$246.3K2026-10-02
City State Bank
INCREASED6,1506,008+142+2%$1.8M$1.6M-$164.8K2026-10-20
111 Capital
DECREASED6,12111,650-5,529-47%$3.5M$1.6M-$1.9M2026-11-03
Florida Trust Wealth Management Co
INCREASED6,0832,695+3,388+126%$802.8K$1.6M+$804.4K2026-11-05
RMR Wealth Builders
INCREASED6,0466,044+2+0%$1.8M$1.6M-$203.0K2026-10-22
Illinois Municipal Retirement Fund
NEW6,030—+6,030——$1.6M—2026-11-05
Secure Asset Management, LLC
INCREASED5,9805,501+479+9%$1.6M$1.6M-$58.9K2026-10-19
Jackson Square Capital, LLC
INCREASED5,9145,666+248+4%$1.7M$1.6M-$125.3K2026-10-19
Wolff Wiese Magana LLC
DECREASED5,9105,988-78-1%$1.8M$1.6M-$222.3K2026-10-15
Legacy Advisors, LLC
INCREASED5,9025,682+220+4%$1.7M$1.6M-$133.1K2026-10-19
KW Wealth Management LLC
NEW5,877—+5,877——$1.6M—2026-10-28
Axxcess Wealth Management, LLC
INCREASED5,8661,631+4,235+260%$485.9K$1.5M+$1.1M2026-10-21
Cypress Asset Management Inc
UNCHANGED5,8305,83000%$1.7M$1.5M-$196.4K2026-10-09
Central Trust Co
DECREASED5,8106,165-355-6%$1.8M$1.5M-$301.4K2026-11-05
Csenge Advisory Group
INCREASED5,7565,033+723+14%$1.5M$1.5M+$21.5K2026-11-04
SilverOak Wealth Management LLC
INCREASED5,7565,666+90+2%$1.7M$1.5M-$167.0K2026-10-29
LaFleur & Godfrey LLC
DECREASED5,7166,671-955-14%$2.0M$1.5M-$477.0K2026-10-27
Fort Washington Investment Advisors Inc
UNCHANGED5,6725,67200%$1.7M$1.5M-$191.0K2026-10-15
Element Pointe Advisors, LLC
UNCHANGED5,6615,66100%$1.7M$1.5M-$190.7K2026-10-21
Moody National Bank Trust Division
DECREASED5,5969,347-3,751-40%$2.8M$1.5M-$1.3M2026-10-06
Core Wealth Partners LLC
INCREASED5,5755,491+84+2%$1.6M$1.5M-$162.9K2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED5,5715,430+141+3%$1.6M$1.5M-$145.5K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED5,5585,032+526+10%$1.5M$1.5M-$30.4K2026-10-13
Colonial River Investments, LLC
INCREASED5,5465,336+210+4%$1.6M$1.5M-$124.2K2026-10-19
Supplemental Annuity Collective Trust of NJ
DECREASED5,5415,616-75-1%$1.7M$1.5M-$209.0K2026-11-02
Stackstone Wealth, LLC
NEW5,527—+5,527——$1.5M—2026-10-19
Kepler Cheuvreux (Suisse) SA
DECREASED5,5215,735-214-4%$1.7M$1.5M-$249.7K2026-10-20
Perpetual Ltd
INCREASED5,4931,494+3,999+268%$445.0K$1.5M+$1.0M2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED5,4544,907+547+11%$1.2M$1.5M+$304.4K2026-10-13
Providence First Trust Co
NEW5,437—+5,437——$1.4M—2026-11-02
Aljian Capital Management, LLC
INCREASED5,4332,295+3,138+137%$683.5K$1.4M+$751.9K2026-10-28
Mechanics Financial Corp
DECREASED5,3965,934-538-9%$1.8M$1.4M-$342.0K2026-11-05
Premier Path Wealth Partners, LLC
DECREASED5,3545,775-421-7%$1.7M$1.4M-$305.7K2026-10-16
Condor Capital Management
INCREASED5,3415,326+15+0%$1.6M$1.4M-$175.4K2026-11-06
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED5,3005,30000%$1.6M$1.6M$02026-10-15
Kercheville Advisors, LLC
INCREASED5,2795,014+265+5%$1.5M$1.4M-$98.9K2026-10-19
Eagle Wealth Strategies LLC
INCREASED5,2635,199+64+1%$1.5M$1.4M-$158.2K2026-10-20
Avior Wealth Management, LLC
DECREASED5,2415,367-126-2%$1.6M$1.4M-$214.3K2026-10-13
Daymark Wealth Partners, LLC
INCREASED5,2302,671+2,559+96%$795.6K$1.4M+$586.2K2026-11-04
Genus Capital Management Inc.
DECREASED5,15535,250-30,095-85%$10.5M$1.4M-$9.1M2026-11-04
Hanseatic Management Services Inc
INCREASED5,1445,002+142+3%$1.5M$1.4M-$130.9K2026-10-27
Avestar Capital, LLC
DECREASED5,13513,771-8,636-63%$4.1M$1.4M-$2.7M2026-10-28
Wespac Advisors SoCal, LLC
INCREASED5,1202,866+2,254+79%$853.8K$1.4M+$499.0K2026-10-13
Sepio Capital, LP
DECREASED5,0965,353-257-5%$1.6M$1.3M-$248.2K2026-10-22
Valley Wealth Managers, Inc.
INCREASED5,0914,931+160+3%$1.5M$1.3M-$123.8K2026-10-09
Global Trust Asset Management, LLC
INCREASED5,0803,058+2,022+66%$910.8K$1.3M+$431.2K2026-10-19
Journey Advisory Group, LLC
INCREASED5,0744,964+110+2%$1.5M$1.3M-$138.1K2026-11-04
StoneX Group Inc.
INCREASED5,0643,180+1,884+59%$947.3K$1.3M+$390.4K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED5,0644,887+177+4%$1.5M$1.3M-$117.8K2026-11-04
Intesa Sanpaolo Wealth Management
INCREASED5,011165+4,846+2937%$49.2K$1.3M+$1.3M2026-10-28
LVW Advisors, LLC
INCREASED5,0064,984+22+0%$1.5M$1.3M-$162.0K2026-10-19
Cooper Financial Group
INCREASED4,9892,727+2,262+83%$812.2K$1.3M+$506.0K2026-10-07
HBK Sorce Advisory LLC
INCREASED4,9084,294+614+14%$906.2K$655.5K-$250.6K2026-11-06
Legacy Wealth Asset Management, LLC
NEW4,828—+4,828——$1.3M—2026-10-09
Kesler, Norman & Wride, LLC
INCREASED4,8144,549+265+6%$1.4M$1.3M-$83.5K2026-11-06
Signal Advisors Wealth, LLC
INCREASED4,7991,610+3,189+198%$479.6K$1.3M+$788.4K2026-10-13
Aprio Wealth Management, LLC
INCREASED4,7993,691+1,108+30%$1.1M$1.3M+$168.4K2026-10-28
PDS Planning, Inc
INCREASED4,7414,541+200+4%$1.4M$1.3M-$100.1K2026-11-03
Creative Financial Designs Inc
INCREASED4,7384,639+99+2%$1.4M$1.3M-$130.2K2026-11-04
Whalen Wealth Management Inc.
INCREASED4,7234,484+239+5%$1.3M$1.2M-$88.0K2026-10-08
King Luther Capital Management Corp
INCREASED4,6734,538+135+3%$1.4M$1.2M-$117.2K2026-11-05
Visionary Wealth Advisors
DECREASED4,6114,612-10%$1.4M$1.2M-$155.5K2026-11-04
True Private Wealth Advisors
DECREASED4,60313,883-9,280-67%$4.1M$1.2M-$2.9M2026-10-19
Hudock, Inc.
INCREASED4,5793,702+877+24%$1.1M$1.2M+$107.1K2026-10-14
Simon Quick Advisors, LLC
INCREASED4,5524,284+268+6%$1.3M$1.2M-$73.6K2026-10-26
Howard Financial Services, Ltd.
INCREASED4,4804,266+214+5%$1.3M$1.2M-$87.3K2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED4,4593,386+1,073+32%$1.0M$1.2M+$169.2K2026-11-03
BankChampaign, National Association
DECREASED4,4344,745-311-7%$1.4M$1.2M-$242.0K2026-10-19
Impact Capital Partners LLC
INCREASED4,4333,527+906+26%$1.1M$1.2M+$120.6K2026-10-22
Marino, Stram & Associates LLC
DECREASED4,4244,599-175-4%$1.4M$1.2M-$201.0K2026-10-22
Traynor Capital Management, Inc.
INCREASED4,3643,522+842+24%$1.0M$1.2M+$103.8K2026-10-29
Advisor OS, LLC
DECREASED4,3444,576-232-5%$1.4M$1.1M-$215.4K2026-11-03
Blue Line Capital, LLC / IL
NEW4,342—+4,342——$1.1M—2026-11-04
Everest Financial Group LLC
DECREASED4,2984,380-82-2%$1.3M$1.1M-$169.3K2026-11-06
Net Worth Advisory Group
DECREASED4,2544,728-474-10%$1.4M$1.1M-$268.0K2026-10-20
Joel Isaacson & Co., LLC
INCREASED4,2473,255+992+30%$969.7K$1.1M+$152.2K2026-11-05
Provenance Wealth Advisors, LLC
NEW4,237—+4,237——$1.1M—2026-10-30
Intrua Financial, LLC
INCREASED4,2293,995+234+6%$1.2M$1.1M-$72.9K2026-10-28
One Wealth Capital Management, LLC
DECREASED4,2234,265-42-1%$1.3M$1.1M-$154.7K2026-10-23
Chicago Capital, LLC
INCREASED4,2023,454+748+22%$1.0M$1.1M+$81.4K2026-10-13
Facet Wealth, Inc.
INCREASED4,2002,857+1,343+47%$851.1K$1.1M+$258.6K2026-11-04
Mitchell Sinkler & Starr
INCREASED4,1934,063+130+3%$1.2M$1.1M-$102.5K2026-10-13
Horst & Graben Wealth Management LLC
DECREASED4,1824,560-378-8%$1.2M$1.1M-$135.6K2026-11-02
Donoghue Forlines LLC
DECREASED4,14714,934-10,787-72%$4.4M$1.1M-$3.4M2026-11-02
Goldenstone Wealth Management LLC
INCREASED4,1464,094+52+1%$1.2M$1.1M-$124.3K2026-11-04
Trueblood Wealth Management, LLC
INCREASED4,1434,139+4+0%$1.2M$1.1M-$138.2K2026-10-23
Gryphon Financial Partners LLC
DECREASED4,1414,794-653-14%$1.4M$1.1M-$334.0K2026-11-04
Jacobi Capital Management LLC
INCREASED4,1303,888+242+6%$1.2M$1.1M-$66.9K2026-11-05
Simplicity Wealth,LLC
INCREASED4,1253,231+894+28%$962.4K$1.1M+$127.4K2026-10-23
Tcfg Investment Advisors, LLC
INCREASED4,1243,933+191+5%$1.2M$1.1M-$82.3K2026-10-20
Accel Wealth Management
INCREASED4,1194,110+9+0%$1.2M$1.1M-$136.0K2026-10-13
Capital Investment Advisors, LLC
DECREASED4,1134,228-115-3%$1.3M$1.1M-$172.9K2026-10-22
Brown, Lisle Ings, Inc.
INCREASED4,1104,070+40+1%$1.2M$1.1M-$126.5K2026-10-16
Eleva Capital SAS
NEW4,108—+4,108——$1.1M—2026-10-06
M Holdings Securities, Inc.
NEW4,071—+4,071——$786—2026-11-03
BIP Wealth, LLC
DECREASED4,0674,140-73-2%$1.2M$1.1M-$158.6K2026-10-22
Private Trust Co NA
DECREASED4,0294,087-58-1%$1.2M$1.1M-$153.0K2026-10-20
Vann Equity Management LLC
INCREASED4,0164,013+3+0%$1.2M$1.1M-$134.5K2026-10-08
Cypress Capital Group
INCREASED4,0073,820+187+5%$1.1M$1.1M-$79.3K2026-11-03
S.A. Mason LLC
INCREASED3,998746+3,252+436%$222.2K$1.1M+$834.1K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED3,996709+3,287+464%$211.2K$1.1M+$844.4K2026-10-14
First Affirmative Financial Network
NEW3,937—+3,937——$1.0M—2026-10-21
Jeppson Wealth Management, LLC
INCREASED3,9263,923+3+0%$1.2M$1.0M-$131.3K2026-10-20
Advisory Solutions Group, LLC
NEW3,917—+3,917——$1.0M—2026-10-14
Catalyst Financial Partners LLC
INCREASED3,8893,031+858+28%$903.0K$1.0M+$124.6K2026-11-06
Nilsine Partners, LLC
INCREASED3,8512,725+1,126+41%$811.8K$1.0M+$205.7K2026-11-02
Oppenheimer Asset Management Inc.
NEW3,844—+3,844——$1.0M—2026-10-27
Portside Wealth Group, LLC
INCREASED3,8381,598+2,240+140%$476.0K$1.0M+$538.0K2026-10-20
USA Financial Formulas
NEW3,835—+3,835——$1.0M—2026-10-16
Sanders Morris Harris LLC
NEW3,815—+3,815——$1.0M—2026-10-14
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED3,7682,763+1,005+36%$823.1K$995.5K+$172.5K2026-11-06
NBH Bank
DECREASED3,7544,128-374-9%$1.2M$991.8K-$237.8K2026-11-05
Milestone Asset Management, LLC
INCREASED3,7523,097+655+21%$922.7K$991.3K+$68.6K2026-10-15
Cambiar Investors LLC
DECREASED3,7453,849-104-3%$1.1M$989.5K-$157.1K2026-11-04
Crestwood Advisors Group, LLC
DECREASED3,7335,827-2,094-36%$1.7M$986.3K-$749.5K2026-10-27
Turtle Creek Wealth Advisors, LLC
INCREASED3,7151,102+2,613+237%$328.3K$981.5K+$653.3K2026-10-15
Lodestone Wealth Management LLC
DECREASED3,7023,763-61-2%$1.1M$978.0K-$143.0K2026-10-14
REX Advisers, LLC
NEW3,700—+3,700——$974.1K—2026-10-08
Balefire, LLC
INCREASED3,6801,244+2,436+196%$370.6K$972.3K+$601.7K2026-10-09
Eagle Strategies LLC
NEW3,652—+3,652——$965.0K—2026-10-16
Pinkerton Wealth, LLC
NEW3,651—+3,651——$964.6K—2026-10-29
Bigelow Investment Advisors, LLC
INCREASED3,6003,321+279+8%$989.3K$951.2K-$38.1K2026-10-13
Trust Point Inc.
NEW3,586—+3,586——$947.5K—2026-10-27
Congress Asset Management Co
INCREASED3,5733,569+4+0%$1.1M$944.0K-$119.1K2026-10-06
Oslo Pensjonsforsikring AS
INCREASED3,5662,755+811+29%$820.7K$942.2K+$121.5K2026-10-15
Clear Creek Financial Management, LLC
INCREASED3,5103,049+461+15%$908.3K$927.4K+$19.1K2026-10-28
Zions Bancorporation, National Association
DECREASED3,5014,908-1,407-29%$1.5M$925.0K-$537.0K2026-11-06
Nippon Life Global Investors Americas, Inc.
DECREASED3,4904,650-1,160-25%$1.4M$922.1K-$463.1K2026-10-29
World Equity Group, Inc.
DECREASED3,4863,527-41-1%$1.1M$921.0K-$129.6K2026-10-14
Eos Management, L.P.
NEW3,480—+3,480——$919.5K—2026-10-27
Fiduciary Financial Group, LLC
DECREASED3,4694,379-910-21%$1.3M$916.5K-$387.9K2026-10-13
Linden Rose Investment LLC
UNCHANGED3,4523,45200%$1.0M$912.1K-$116.3K2026-11-03
Independence Bank of Kentucky
DECREASED3,4503,950-500-13%$1.2M$911.5K-$265.1K2026-10-26
Clearwave Capital, LLC
INCREASED3,4492,948+501+17%$878.1K$911.1K+$33.1K2026-10-27
Mirador Capital Partners LP
INCREASED3,4383,172+266+8%$945.0K$908.4K-$36.6K2026-10-09
Leuthold Group, LLC
UNCHANGED3,4353,43500%$1.0M$907.6K-$115.7K2026-11-04
Castle Rock Wealth Management, LLC
INCREASED3,3893,377+12+0%$918.8K$972.6K+$53.9K2026-10-09
Azzad Asset Management Inc
NEW3,386—+3,386——$894.7K—2026-11-04
Pinnacle Bancorp, Inc.
DECREASED3,3803,430-50-1%$1.0M$893.0K-$128.7K2026-10-21
Gibbs Wealth Management
INCREASED3,3571,902+1,455+77%$566.7K$887.0K+$320.4K2026-10-22
3Chopt Investment Partners, LLC
INCREASED3,3572,247+1,110+49%$669.4K$887.0K+$217.6K2026-10-30
Triad Wealth Partners, LLC
INCREASED3,3423,020+322+11%$585.2K$883.0K+$297.8K2026-10-26
Pittenger & Anderson Inc
INCREASED3,335455+2,880+633%$135.5K$881.1K+$745.6K2026-11-02
Johnson & White Wealth Management, LLC
DECREASED3,3203,544-224-6%$1.1M$877.2K-$178.5K2026-11-03
Trek Financial, LLC
DECREASED3,31134,237-30,926-90%$10.2M$874.8K-$9.3M2026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED3,2813,28100%$977.4K$866.9K-$110.5K2026-10-28
Enterprise Financial Services Corp
INCREASED3,2783,174+104+3%$945.5K$866.1K-$79.4K2026-11-03
Whitener Capital Management, Inc.
INCREASED3,2583,165+93+3%$942.8K$860.8K-$82.0K2026-10-15
Sawgrass Asset Management LLC
UNCHANGED3,2503,25000%$968.1K$858.7K-$109.5K2026-11-03
Cerro Pacific Wealth Advisors LLC
DECREASED3,2403,366-126-4%$1.0M$856.1K-$146.6K2026-10-22
Gagnon Securities LLC
INCREASED3,2322,923+309+11%$870.7K$853.9K-$16.8K2026-11-05
McAdam, LLC
DECREASED3,2163,548-332-9%$1.1M$849.8K-$207.2K2026-10-21
Birch Hill Investment Advisors LLC
UNCHANGED3,2083,20800%$955.6K$847.6K-$108.0K2026-10-16
Angeles Wealth Management, LLC
INCREASED3,2072,278+929+41%$678.6K$847.3K+$168.7K2026-10-26
JW Asset Management, LLC
UNCHANGED3,2003,20000%$953.2K$845.5K-$107.8K2026-11-06
McHugh Group, LLC
UNCHANGED3,2003,20000%$953.2K$845.4K-$107.8K2026-10-19
Rothwell Investment Advisors, LLC
NEW3,148—+3,148——$831.6K—2026-11-06
Robertson Stephens Wealth Management, LLC
NEW3,101—+3,101——$819.4K—2026-10-16
AdvisorNet Financial, Inc
INCREASED3,0832,848+235+8%$848.4K$756.2K-$92.2K2026-10-15
Strategic Blueprint, LLC
INCREASED3,0732,166+907+42%$645.3K$811.8K+$166.5K2026-10-22
PUREfi Wealth, LLC
INCREASED3,0422,985+57+2%$889.2K$803.7K-$85.5K2026-10-19
AIA Group Ltd
INCREASED3,0272,578+449+17%$768.0K$799.8K+$31.8K2026-10-30
Spectrum Asset Management, Inc. (NB )
DECREASED3,0193,046-27-1%$907.4K$797.7K-$109.7K2026-10-19
First Business Financial Services, Inc.
INCREASED3,0113,001+10+0%$894.0K$795.5K-$98.4K2026-10-29
DLK Investment Management, LLC
NEW3,010—+3,010——$795.3K—2026-10-09
Absolute Capital Management, LLC
INCREASED3,0102,602+408+16%$775.1K$795.3K+$20.2K2026-10-16
Uhlmann Price Securities, LLC
INCREASED3,0001,815+1,185+65%$540.7K$792.6K+$252.0K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED2,9352,93500%$874.3K$775.5K-$98.9K2026-10-23
Tobam
INCREASED2,9161,296+1,620+125%$386.0K$770-$385.2K2026-11-03
Bensler, LLC
INCREASED2,9112,903+8+0%$864.8K$769.2K-$95.6K2026-11-05
Financial Security Advisor, Inc.
INCREASED2,9052,824+81+3%$841.3K$767.6K-$73.7K2026-11-03
GC Wealth Management RIA, LLC
INCREASED2,8952,127+768+36%$633.6K$764.9K+$131.3K2026-11-02
71 West Capital Partners
INCREASED2,8641,910+954+50%$569.0K$756.7K+$187.7K2026-11-04
Prudent Man Advisors, LLC
DECREASED2,8578,208-5,351-65%$2.4M$754.8K-$1.7M2026-11-03
Hoxton Planning & Management, LLC
INCREASED2,8442,815+29+1%$838.6K$751.4K-$87.1K2026-10-15
Jefferies Financial Group Inc.
DECREASED2,8376,480-3,643-56%$1.9M$749.6K-$1.2M2026-11-05
GAM Holding AG
INCREASED2,8352,782+53+2%$828.7K$749.0K-$79.7K2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED2,8332,283+550+24%$680.1K$748.5K+$68.4K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED2,8323,528-696-20%$1.1M$748.2K-$302.9K2026-10-27
Hohimer Wealth Management, LLC
DECREASED2,8212,879-58-2%$857.6K$745.3K-$112.3K2026-11-04
Marathon Mission, Inc.
INCREASED2,8012,746+55+2%$818.0K$740.1K-$78.0K2026-10-01
United Advisor Group, LLC
DECREASED2,7994,118-1,319-32%$1.2M$739.6K-$487.2K2026-11-03
R Squared Ltd
NEW2,781—+2,781——$734.8K—2026-11-06
Quadcap Wealth Management, LLC
INCREASED2,7682,673+95+4%$796.3K$731.3K-$64.9K2026-11-02
Bernardo Wealth Planning LLC
INCREASED2,7661,259+1,507+120%$375.0K$730.8K+$355.8K2026-10-23
Valmark Advisers, Inc.
DECREASED2,7602,847-87-3%$848.2K$729.1K-$119.1K2026-11-06
Box Hill Private Wealth LLC
UNCHANGED2,7562,75600%$820.8K$728.3K-$92.6K2026-10-05
Income Insurance Ltd
INCREASED2,7302,530+200+8%$753.7K$721.3K-$32.4K2026-10-21
Montecito Bank & Trust
INCREASED2,7252,640+85+3%$786.4K$720.0K-$66.5K2026-10-01
Ignite Planners, LLC
INCREASED2,7222,109+613+29%$628.1K$719.1K+$91.0K2026-10-14
Mission Wealth Management, LP
DECREASED2,7156,142-3,427-56%$1.8M$717.3K-$1.1M2026-10-15
Walkner Condon Financial Advisors LLC
INCREASED2,6962,621+75+3%$780.8K$712.3K-$68.5K2026-11-02
Well Done, LLC
DECREASED2,6772,807-130-5%$836.2K$707.3K-$128.9K2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED2,667841+1,826+217%$250.5K$704.7K+$454.1K2026-11-04
Calamos Wealth Management LLC
INCREASED2,6632,576+87+3%$767.4K$703.6K-$63.8K2026-11-02
Platform Technology Partners
INCREASED2,6612,528+133+5%$752.9K$703.0K-$50.0K2026-11-02
North Star Investment Management Corp.
DECREASED2,6493,347-698-21%$996.9K$699.9K-$297.0K2026-10-27
HBW Advisory Services LLC
INCREASED2,6412,270+371+16%$676.3K$697.8K+$21.6K2026-10-15
Wright Investors Service Inc
NEW2,640—+2,640——$697.5K—2026-11-02
Focus Financial Network, Inc.
INCREASED2,6402,303+337+15%$686.0K$697.5K+$11.5K2026-10-14
Resonant Capital Advisors, LLC
INCREASED2,6382,414+224+9%$719.1K$697.0K-$22.1K2026-10-15
Coyle Financial Counsel LLC
DECREASED2,6342,763-129-5%$823.1K$695.9K-$127.1K2026-10-28
Evergreen Capital Management LLC
INCREASED2,6321,579+1,053+67%$470.4K$695.5K+$225.1K2026-10-23
Moss Adams Wealth Advisors LLC
DECREASED2,6232,957-334-11%$880.9K$693.0K-$187.8K2026-10-28
LeConte Wealth Management, LLC
INCREASED2,5842,552+32+1%$760.2K$682.7K-$77.5K2026-10-20
Conning Inc.
INCREASED2,5771,764+813+46%$525.5K$680.9K+$155.4K2026-10-27
Sara-Bay Financial
INCREASED2,5682,468+100+4%$735.2K$678.5K-$56.7K2026-10-21
Nolet Wealth Management, LLC
DECREASED2,5632,755-192-7%$820.8K$677.2K-$143.5K2026-10-15
Flagship Harbor Advisors, LLC
DECREASED2,5522,633-81-3%$784.2K$674.4K-$109.8K2026-10-26
Arista Wealth Management, LLC
NEW2,543—+2,543——$671.9K—2026-10-29
Taylor & Morgan Wealth Management, LLC
UNCHANGED2,5092,50900%$747.3K$662.8K-$84.4K2026-10-09
Blue Trust, Inc.
DECREASED2,4954,018-1,523-38%$1.2M$659.2K-$537.8K2026-10-15
Indivisible Partners
INCREASED2,4831,107+1,376+124%$329.8K$656.2K+$326.4K2026-10-26
Wealth Architects, LLC
DECREASED2,4722,869-397-14%$854.6K$653.1K-$201.5K2026-11-03
Redwood Financial Network Corp
DECREASED2,4622,827-365-13%$842.0K$650.5K-$191.5K2026-11-03
Cornerstone Wealth Group, LLC
INCREASED2,4582,027+431+21%$603.9K$649.3K+$45.4K2026-11-02
Wealth Group Ltd
DECREASED2,4473,623-1,176-32%$1.1M$1.3M+$186.9K2026-10-07
Money Concepts Capital Corp
NEW2,432—+2,432——$642.6K—2026-11-06
Regent Peak Wealth Advisors LLC
INCREASED2,4102,136+274+13%$636.3K$636.7K+$4532026-10-13
Total Clarity Wealth Management, Inc.
INCREASED2,4082,024+384+19%$602.9K$636.2K+$33.3K2026-10-26
PFG Private Wealth Management, LLC
DECREASED2,4063,347-941-28%$997.0K$635.6K-$361.5K2026-10-15
Accredited Investors Inc.
DECREASED2,3973,319-922-28%$988.7K$633.3K-$355.4K2026-11-03
Richards, Merrill & Peterson, Inc.
INCREASED2,3942,171+223+10%$646.7K$632.5K-$14.2K2026-10-19
ProCore Advisors, LLC
INCREASED2,3922,207+185+8%$657.3K$632.1K-$25.2K2026-10-14
Patten Group, Inc.
INCREASED2,3751,603+772+48%$477.5K$627.5K+$150.0K2026-10-26
Pinnacle Wealth Planning Services, Inc.
INCREASED2,3742,262+112+5%$673.8K$627.2K-$46.6K2026-10-27
CX Institutional
INCREASED2,3701,869+501+27%$557$626+$692026-10-02
Heffernan Advisory, Inc
INCREASED2,3691,196+1,173+98%$356.3K$625.9K+$269.6K2026-10-13
Diesslin Group, Inc.
UNCHANGED2,3532,35300%$700.9K$621.7K-$79.2K2026-10-14
Transcendent Capital Group LLC
INCREASED2,3501,735+615+35%$516.8K$620.9K+$104.1K2026-10-28
Cypress Wealth Services, LLC
INCREASED2,3482,288+60+3%$681.7K$673.9K-$7.8K2026-10-21
Alps Advisors Inc
DECREASED2,3298,125-5,796-71%$2.4M$615.3K-$1.8M2026-11-03
Snider Financial Group
UNCHANGED2,3202,32000%$691.1K$613.0K-$78.1K2026-10-16
Victory Financial Group, LLC
INCREASED2,3122,138+174+8%$636.9K$610.9K-$26.0K2026-10-27
Bison Wealth, LLC
DECREASED2,3112,326-15-1%$579.7K$614.5K+$34.7K2026-10-13
FSM Wealth Advisors, LLC
INCREASED2,3032,138+165+8%$636.9K$632.6K-$4.3K2026-10-27
McGuire Investment Group, LLC
UNCHANGED2,3002,30000%$685.1K$607.7K-$77.5K2026-10-23
Parkside Financial Bank & Trust
INCREASED2,2991,247+1,052+84%$371.5K$607.4K+$235.9K2026-10-27
Beaumont Financial Advisors, LLC
INCREASED2,2812,179+102+5%$649.2K$602.6K-$46.6K2026-10-22
Paladin Wealth, LLC
NEW2,271—+2,271——$600.1K—2026-10-23
USAdvisors Wealth Management, LLC
INCREASED2,2712,258+13+1%$672.0K$600-$671.4K2026-10-21
Fulton Bank, N.A.
INCREASED2,2462,179+67+3%$649.1K$593.4K-$55.7K2026-10-14
E&G Advisors, LLC
INCREASED2,2402,225+15+1%$662.8K$591.8K-$71.0K2026-10-13
Synergy Asset Management, LLC
INCREASED2,2232,117+106+5%$630.6K$587.3K-$43.3K2026-11-05
Westbourne Investment Advisors, Inc.
DECREASED2,2112,226-15-1%$663.1K$584.2K-$78.9K2026-10-20
Capital Management Associates
DECREASED2,2003,000-800-27%$893.7K$581.3K-$312.4K2026-11-03
Wellington Shields Capital Management, LLC
DECREASED2,2002,890-690-24%$860.9K$581.3K-$279.6K2026-11-03
Wellington Shields & Co., LLC
DECREASED2,2002,625-425-16%$782.0K$581.3K-$200.7K2026-11-03
Curated Wealth Partners LLC
INCREASED2,192812+1,380+170%$241.9K$579.1K+$337.3K2026-10-15
Abacus Wealth Partners, LLC
DECREASED2,1842,423-239-10%$721.8K$577.0K-$144.8K2026-11-03
Lanark Financial, Inc.
DECREASED2,1822,487-305-12%$740.9K$576.5K-$164.3K2026-10-26
Scissortail Wealth Management, LLC
UNCHANGED2,1812,18100%$649.7K$576.2K-$73.5K2026-11-03
Shulman DeMeo Asset Management LLC
DECREASED2,1792,556-377-15%$761.3K$591.2K-$170.2K2026-10-09
JGP Wealth Management, LLC
DECREASED2,1722,312-140-6%$688.7K$574.0K-$114.7K2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
NEW2,146—+2,146——$567.0K—2026-10-26
Beacon Financial Group
INCREASED2,1411,642+499+30%$489.1K$565.7K+$76.5K2026-10-19
Left Brain Wealth Management, LLC
DECREASED2,1392,194-55-3%$653.6K$565.1K-$88.4K2026-10-28
Old Port Advisors
DECREASED2,1392,166-27-1%$645.2K$565.1K-$80.1K2026-10-23
Piar LLC
NEW2,135—+2,135——$564.1K—2026-10-21
Procyon Advisors, LLC
INCREASED2,1351,517+618+41%$451.9K$564.1K+$112.2K2026-10-21
Coquina Private Wealth LLC
DECREASED2,1302,429-299-12%$723.7K$562.8K-$160.9K2026-10-27
Mindset Wealth Management, LLC
INCREASED2,1301,884+246+13%$561.1K$562.7K+$1.6K2026-10-19
Principle Wealth Partners LLC
INCREASED2,1291,478+651+44%$440.3K$562.7K+$122.4K2026-11-02
Kathmere Capital Management, LLC
INCREASED2,1271,928+199+10%$574.4K$562.0K-$12.4K2026-10-20
Griffin Asset Management, Inc.
DECREASED2,1142,284-170-7%$680.5K$558.6K-$121.8K2026-10-22
Washington Trust Co
UNCHANGED2,0912,09100%$622.9K$552.5K-$70.4K2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED2,0802,053+27+1%$611.6K$549.6K-$62.0K2026-10-20
Harbor Investment Advisory, LLC
DECREASED2,0694,363-2,294-53%$1.3M$546.6K-$753.0K2026-10-13
Trilogy Capital Inc.
INCREASED2,0601,472+588+40%$438.5K$544.3K+$105.8K2026-10-20
Shoker Investment Counsel, Inc.
DECREASED2,0472,060-13-1%$613.7K$541.0K-$72.6K2026-11-04
Central Pacific Bank - Trust Division
NEW2,040—+2,040——$539.0K—2026-10-06
Eagle Wealth Advisors LLC
INCREASED2,0351,901+134+7%$566.3K$537.7K-$28.6K2026-10-20
Cornerstone Advisory, LLC
DECREASED2,0192,781-762-27%$828.5K$533.5K-$295.0K2026-11-06
Summit Wealth Group LLC / Co
INCREASED2,0071,609+398+25%$479.3K$530.3K+$51.0K2026-10-29
Ibex Wealth Advisors
NEW2,000—+2,000——$528.4K—2026-11-06
OAK Family Advisors, LLC
DECREASED2,0002,275-275-12%$677.7K$528.4K-$149.3K2026-10-19
First Growth Capital LLC
UNCHANGED2,0002,00000%$595.8K$528.4K-$67.4K2026-10-15
Signature Equity Partners, LLC
INCREASED1,9771,373+604+44%$409.1K$522.5K+$113.4K2026-10-29
Courier Capital LLC
UNCHANGED1,9751,97500%$588.3K$521.8K-$66.5K2026-10-19
Millennium Capital Advisors, LLC
DECREASED1,9702,070-100-5%$616.6K$520.5K-$96.1K2026-10-16
Miramontes Capital, LLC
DECREASED1,9702,006-36-2%$597.4K$520.4K-$77.1K2026-10-19
Fulton Breakefield Broenniman LLC
DECREASED1,9682,558-590-23%$762.0K$520.0K-$242.0K2026-11-03
Guidance Capital, Inc
DECREASED1,9641,983-19-1%$373.4K$336.7K-$36.7K2026-11-03
SmartHarvest Portfolios, LLC
DECREASED1,9572,738-781-29%$815.7K$517.0K-$298.7K2026-10-26
Alliance Wealth Advisors, LLC
NEW1,951—+1,951——$515.5K—2026-10-28
Doliver Advisors, LP
NEW1,944—+1,944——$513.6K—2026-10-01
Crumly & Associates Inc.
INCREASED1,9401,668+272+16%$496.9K$512.6K+$15.7K2026-10-07
Argus Investors' Counsel, Inc.
DECREASED1,9302,368-438-18%$705.4K$509.9K-$195.5K2026-10-09
Cap Partners, LLC
INCREASED1,927871+1,056+121%$259.5K$509.1K+$249.7K2026-10-19
LCM Capital Management Inc
INCREASED1,9071,838+69+4%$547.5K$503.8K-$43.7K2026-10-20
Tabr Capital Management, LLC
NEW1,883—+1,883——$497.5K—2026-10-20
Foster Group, Inc.
INCREASED1,8801,861+19+1%$554.4K$496.7K-$57.7K2026-10-13
St. Louis Financial Planners Asset Management, LLC
NEW1,878—+1,878——$416.3K—2026-10-16
Hamilton Point Investment Advisors, LLC
UNCHANGED1,8741,87400%$558.2K$495.1K-$63.1K2026-11-03
Elyxium Wealth, LLC
INCREASED1,8701,590+280+18%$473.6K$494.1K+$20.4K2026-10-27
Tortuga Wealth Management, Inc
INCREASED1,8651,802+63+4%$537.1K$493.0K-$44.1K2026-10-27
Central Valley Advisors, LLC
UNCHANGED1,8501,85000%$551.1K$488.8K-$62.3K2026-10-27
Earned Wealth Advisors, LLC
INCREASED1,8451,216+629+52%$362.3K$487.4K+$125.1K2026-11-06
Purus Wealth Management, LLC
DECREASED1,8411,892-51-3%$563.6K$486.4K-$77.2K2026-10-15
WealthPLAN Partners, LLC
INCREASED1,8331,781+52+3%$530.5K$484.3K-$46.2K2026-10-15
Childress Capital Advisors, LLC
DECREASED1,8262,045-219-11%$609.2K$482.4K-$126.7K2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED1,8102+1,808+90400%$596$478.3K+$477.7K2026-10-27
Centennial Wealth Advisory LLC
INCREASED1,8061,736+70+4%$517.2K$477.2K-$40.0K2026-10-16
First American Bank
UNCHANGED1,7991,79900%$535.9K$475.3K-$60.6K2026-10-27
Crown Wealth Group, LLC
DECREASED1,7961,825-29-2%$543.6K$474.5K-$69.1K2026-10-19
San Luis Wealth Advisors LLC
INCREASED1,7881,649+139+8%$491.3K$472.5K-$18.8K2026-10-27
Texas Bank & Trust Co
INCREASED1,780725+1,055+146%$216.0K$470.3K+$254.3K2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED1,7751,624+151+9%$483.8K$469.1K-$14.7K2026-10-20
Allen Capital Group, LLC
INCREASED1,7741,635+139+9%$487.1K$468.7K-$18.3K2026-10-27
Elevation Wealth Management LLC
DECREASED1,7582,051-293-14%$610.9K$464.4K-$146.5K2026-11-02
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED1,7562,073-317-15%$617.6K$463.9K-$153.7K2026-10-15
Thrive Wealth Management, LLC
INCREASED1,7551,584+171+11%$471.9K$463.8K-$8.2K2026-10-13
Insight Advisors, LLC/ PA
INCREASED1,7521,663+89+5%$495.5K$463.0K-$32.5K2026-10-22
WBH Advisory Inc
UNCHANGED1,7491,74900%$521.1K$462.2K-$58.9K2026-11-05
Fulcrum Equity Management
INCREASED1,7431,389+354+25%$413.8K$460.5K+$46.8K2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
NEW1,727—+1,727——$456.3K—2026-10-15
Zullo Investment Group, Inc.
UNCHANGED1,7261,72600%$514.3K$456.1K-$58.1K2026-10-20
Interchange Capital Partners, LLC
DECREASED1,7151,953-238-12%$581.8K$454.2K-$127.6K2026-10-28
Altus Wealth Group LLC
DECREASED1,7091,823-114-6%$543.0K$451.5K-$91.5K2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED1,7051,690+15+1%$503.4K$450.5K-$53.0K2026-10-30
Univest Financial Corp
INCREASED1,6991,365+334+24%$406.6K$448.9K+$42.3K2026-11-05
Eagle Bay Advisors LLC
INCREASED1,6981,659+39+2%$494.2K$448.6K-$45.6K2026-10-16
Swiss RE LTD
INCREASED1,6941,030+664+64%$306.8K$447.6K+$140.7K2026-11-06
Woodmont Investment Counsel LLC
DECREASED1,6941,721-27-2%$512.7K$447.6K-$65.1K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW1,684—+1,684——$445.1K—2026-10-14
Lynx Investment Advisory
DECREASED1,6841,884-200-11%$561.4K$444.9K-$116.5K2026-10-27
Canopy Partners, LLC
INCREASED1,681932+749+80%$277.6K$444.1K+$166.5K2026-10-28
Grove Bank & Trust
INCREASED1,6631,651+12+1%$491.8K$439.4K-$52.4K2026-10-08
Veratis Advisors, Inc.
INCREASED1,6571,280+377+29%$381.3K$437.8K+$56.5K2026-11-03
Poehling Capital Management, Inc.
DECREASED1,6571,661-40%$494.8K$437.8K-$57.0K2026-10-20
ADE, LLC
INCREASED1,6551,650+5+0%$491.5K$437.3K-$54.3K2026-10-29
Kaizen Financial Strategies
INCREASED1,6511,549+102+7%$421.4K$436.2K+$14.8K2026-10-09
AMG Asset Management Group, Inc.
NEW1,631—+1,631——$431.0K—2026-10-21
Prevail Innovative Wealth Advisors, LLC
NEW1,631—+1,631——$464.4K—2026-10-20
Journey Retirement Planning & Investment Management LLC
NEW1,627—+1,627——$429.9K—2026-10-09
Flagship Wealth Advisors, LLC
DECREASED1,6261,633-70%$486.5K$429.6K-$56.8K2026-11-03
Connecticut Capital Management Group, LLC
INCREASED1,6221,563+59+4%$465.6K$428.5K-$37.1K2026-10-29
Root Financial Partners, LLC
INCREASED1,6041,362+242+18%$405.7K$423.8K+$18.1K2026-10-21
Gibraltar Capital Management, Inc.
NEW1,603—+1,603——$423.5K—2026-10-27
Builder Investment Group Inc
UNCHANGED1,6001,60000%$476.6K$422.7K-$53.9K2026-10-22
Cypress Point Wealth Management, LLC
DECREASED1,5951,650-55-3%$491.5K$421.4K-$70.1K2026-11-03
Personal CFO Solutions, LLC
INCREASED1,5871,086+501+46%$323.5K$419.3K+$95.8K2026-11-06
Lewis Asset Management, LLC
DECREASED1,5814,238-2,657-63%$1.3M$417.7K-$844.7K2026-10-14
Myriad Asset Management US LP
UNCHANGED1,5811,58100%$471.0K$418.0K-$53.0K2026-11-03
Welch Group, LLC
DECREASED1,5711,780-209-12%$530.2K$415.1K-$115.2K2026-10-29
Apella Capital, LLC
INCREASED1,5641,378+186+14%$318.0K$445.2K+$127.2K2026-10-08
Kraft, Davis & Associates, LLC
INCREASED1,5551,115+440+39%$259.6K$371.7K+$112.1K2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED1,5531,541+12+1%$459.0K$410.3K-$48.7K2026-11-02
Independent Wealth Network Inc.
INCREASED1,5511,184+367+31%$352.8K$409.7K+$56.9K2026-10-19
Versant Capital Management, Inc
INCREASED1,5451,255+290+23%$373.9K$408.3K+$34.4K2026-10-02
Summit Global Investments
INCREASED1,5421,538+4+0%$458.0K$407-$457.6K2026-10-28
BankPlus Trust Department
DECREASED1,5371,603-66-4%$477.5K$406.1K-$71.4K2026-11-06
BG Investment Services, LLC
NEW1,535—+1,535——$405.6K—2026-10-23
Atlas Brown,Inc.
DECREASED1,5321,534-20%$457.0K$404.8K-$52.2K2026-10-09
Pines Wealth Management, LLC
DECREASED1,5252,064-539-26%$614.8K$402.9K-$211.9K2026-10-21
Sky Investment Group LLC
NEW1,514—+1,514——$400.0K—2026-10-30
Laurel OAK Wealth Management, LLC
INCREASED1,5021,199+303+25%$357.2K$396.8K+$39.7K2026-10-19
Capital Wealth Alliance, LLC
DECREASED1,5002,022-522-26%$602.3K$396.3K-$206.0K2026-10-20
TL Private Wealth
UNCHANGED1,5001,50000%$346.1K$398.8K+$52.7K2026-10-13
Teza Capital Management LLC
INCREASED1,4951,387+108+8%$413.2K$395.0K-$18.2K2026-10-23
Beacon Financial Advisory LLC
DECREASED1,4891,531-42-3%$456.1K$393.3K-$62.8K2026-10-16
Nautilus Advisors LLC
DECREASED1,4851,607-122-8%$379.0K$392.2K+$13.2K2026-10-07
Prentice Wealth Management LLC
INCREASED1,4811,156+325+28%$344.4K$391.3K+$46.9K2026-10-20
Claro Advisors Inc.
INCREASED1,4791,261+218+17%$375.7K$390.9K+$15.2K2026-11-02
Gill Capital Partners, LLC
UNCHANGED1,4791,47900%$440.5K$390.7K-$49.8K2026-10-13
Retirement Planning Co of New England, Inc.
DECREASED1,4782,078-600-29%$618.9K$390.5K-$228.4K2026-10-15
QTR Family Wealth, LLC
DECREASED1,4771,717-240-14%$511.4K$390.1K-$121.2K2026-11-02
Werba Rubin Papier Wealth Management
INCREASED1,4761,210+266+22%$360.5K$390.1K+$29.6K2026-11-06
Revolve Wealth Partners, LLC
INCREASED1,4761,385+91+7%$412.6K$390.0K-$22.6K2026-10-23
Obermeyer Wealth Partners
INCREASED1,4731,450+23+2%$431.9K$389.3K-$42.7K2026-10-21
Peachtree Investment Partners, LLC
DECREASED1,4662,098-632-30%$625.1K$387.3K-$237.8K2026-11-05
NTV Asset Management LLC
INCREASED1,466919+547+60%$273.8K$387.3K+$113.6K2026-10-23
Eastern Bank
INCREASED1,4611,248+213+17%$371.8K$386.0K+$14.2K2026-10-05
Reflection Asset Management
UNCHANGED1,4471,44700%$431.0K$382.3K-$48.7K2026-10-28
Clear Harbor Asset Management, LLC
INCREASED1,4441,434+10+1%$427.2K$381.5K-$45.7K2026-11-05
Magnus Financial Group LLC
INCREASED1,4341,259+175+14%$375.1K$378.9K+$3.9K2026-10-21
Parcion Private Wealth LLC
INCREASED1,4331,227+206+17%$365.5K$378.6K+$13.1K2026-10-28
Wendell David Associates Inc
DECREASED1,4251,625-200-12%$484.0K$376-$483.6K2026-10-27
WMG Financial Advisors, LLC
UNCHANGED1,4191,41900%$422.7K$422.7K$02026-10-28
Caliber Wealth Management, LLC / KS
DECREASED1,4112,431-1,020-42%$724.2K$372.8K-$351.4K2026-11-04
Richmond Investment Services, LLC
INCREASED1,410853+557+65%$254.2K$372.6K+$118.4K2026-10-29
Naples Global Advisors, LLC
INCREASED1,4031,398+5+0%$416.5K$370.7K-$45.8K2026-11-05
Ascentis Wealth Management, LLC
INCREASED1,3981,160+238+21%$345.6K$369.4K+$23.8K2026-11-03
Gold Investment Management Ltd.
UNCHANGED1,3931,39300%$415.0K$368.0K-$46.9K2026-10-19
Cherry Creek Investment Advisors, Inc.
INCREASED1,383982+401+41%$292.6K$365.3K+$72.8K2026-10-14
LifeWealth Investments, LLC
NEW1,381—+1,381——$364.9K—2026-10-21
Ashton Thomas Securities, LLC
NEW1,376—+1,376——$363.6K—2026-10-26
Verdence Capital Advisors LLC
DECREASED1,3711,403-32-2%$417.9K$362.2K-$55.6K2026-10-26
KPP Advisory Services LLC
DECREASED1,3671,985-618-31%$591.3K$361.2K-$230.1K2026-10-26
Klingman & Associates, LLC
INCREASED1,363800+563+70%$238.3K$360.1K+$121.8K2026-10-20
Waldron Private Wealth LLC
DECREASED1,3601,453-93-6%$432.8K$359.3K-$73.5K2026-11-02
Trifecta Capital Advisors, LLC
UNCHANGED1,3591,35900%$404.8K$359.1K-$45.8K2026-10-21
Paragon Private Wealth Management, LLC
DECREASED1,3571,662-305-18%$495.2K$358.6K-$136.6K2026-10-20
Clarity Wealth Advisors, LLC
NEW1,344—+1,344——$355.1K—2026-10-21
KG Capital Management
INCREASED1,3401,201+139+12%$357.8K$354.1K-$3.7K2026-10-15
Confluence Wealth Services, Inc.
DECREASED1,3381,409-71-5%$419.7K$353.5K-$66.2K2026-11-05
Quantum Financial Advisors, LLC
DECREASED1,3361,338-20%$398.6K$353.0K-$45.6K2026-11-03
Sovran Advisors, LLC
NEW1,335—+1,335——$291.6K—2026-11-02
Spring Capital Management, LLC
UNCHANGED1,3351,33500%$397.7K$352.7K-$45.0K2026-10-09
626 Financial, LLC
INCREASED1,3311,305+26+2%$388.8K$351.8K-$37.0K2026-11-04
Financial Management Network Inc
INCREASED1,3291,305+24+2%$246.3K$361.8K+$115.5K2026-10-09
Raleigh Capital Management Inc.
INCREASED1,32731+1,296+4181%$9.3K$350.7K+$341.4K2026-10-28
Corundum Group, Inc.
INCREASED1,326950+376+40%$283.0K$350.3K+$67.3K2026-10-28
Crescent Grove Advisors, LLC
UNCHANGED1,3251,32500%$394.6K$350.0K-$44.6K2026-10-21
SYM Financial Corp
DECREASED1,3221,662-340-20%$495.1K$349.3K-$145.8K2026-10-26
LJI Wealth Management, LLC
INCREASED1,3201,221+99+8%$363.7K$348.8K-$15.0K2026-10-28
Tsfg, LLC
DECREASED1,3121,789-477-27%$533.0K$347-$532.7K2026-10-23
Sather Financial Group Inc
DECREASED1,3091,425-116-8%$424.5K$345.9K-$78.6K2026-10-30
Cross Staff Investments Inc
NEW1,300—+1,300——$343.5K—2026-10-22
Partners Wealth Management, LLC
NEW1,285—+1,285——$339.5K—2026-10-28
Moody Lynn Lieberson & Walker, LLC
UNCHANGED1,2851,28500%$382.8K$339.5K-$43.3K2026-10-14
truNorth Financial Services, Inc.
DECREASED1,2831,403-120-9%$417.9K$339.0K-$79.0K2026-11-06
Woodward Diversified Capital, LLC
NEW1,280—+1,280——$338.2K—2026-10-21
Polaris Financial Partners
NEW1,276—+1,276——$333—2026-10-02
Evolution Wealth Advisors, LLC
NEW1,273—+1,273——$336.3K—2026-11-03
D'Orazio & Associates, Inc.
INCREASED1,2661,216+50+4%$362.2K$334.6K-$27.7K2026-11-04
Apollon Financial, LLC
DECREASED1,2651,280-15-1%$381.3K$334.2K-$47.1K2026-10-23
TritonPoint Partners, LLC
DECREASED1,2611,497-236-16%$445.9K$333.2K-$112.8K2026-11-05
Emerald Advisors, LLC
DECREASED1,2601,569-309-20%$467.5K$333.0K-$134.5K2026-10-13
Elevation Wealth Partners, LLC
INCREASED1,2581,156+102+9%$344.4K$332.4K-$12.0K2026-10-07
Victrix Investment Advisors
INCREASED1,2561,223+33+3%$364.2K$331.8K-$32.5K2026-10-13
Ninety One UK Ltd
NEW1,255—+1,255——$331.6K—2026-10-15
Quad-Cities Investment Group, LLC
DECREASED1,2511,572-321-20%$468.3K$330.6K-$137.7K2026-10-16
Abel Hall, LLC
INCREASED1,2501,093+157+14%$325.6K$330.3K+$4.7K2026-10-19
Hunter Associates Investment Management LLC
NEW1,246—+1,246——$329—2026-10-26
CFS Investment Advisory Services, LLC
INCREASED1,245816+429+53%$200.2K$357.3K+$157.2K2026-10-19
Vericrest Private Wealth
UNCHANGED1,2451,24500%$370.9K$328.9K-$41.9K2026-10-21
Voisard Asset Management Group, Inc.
INCREASED1,2401,124+116+10%$334.8K$327.6K-$7.2K2026-10-13
May Hill Capital, LLC
INCREASED1,2361,108+128+12%$330.1K$326.7K-$3.4K2026-11-03
Veltria Advisors Corp.
UNCHANGED1,2351,23500%$367.9K$326.3K-$41.6K2026-11-05
Clifford Swan Investment Counsel LLC
UNCHANGED1,2341,23400%$367.6K$326.1K-$41.5K2026-11-05
Sterling Investment Counsel, LLC
NEW1,228—+1,228——$324.5K—2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
INCREASED1,222951+271+29%$283.3K$322.9K+$39.6K2026-10-23
Rossby Financial, LCC
INCREASED1,217286+931+326%$85.2K$321.5K+$236.3K2026-11-05
Jacobsen Capital Management
INCREASED1,217732+485+66%$218.1K$321.5K+$103.5K2026-10-27
Targeted Financial Services LLC
UNCHANGED1,2161,21600%$362.3K$321.4K-$40.9K2026-10-19
Ramiah Investment Group
DECREASED1,2151,226-11-1%$365.2K$321.0K-$44.2K2026-10-20
Summit Investment Advisors, Inc.\KS
INCREASED1,2131,183+30+3%$352.4K$320.6K-$31.8K2026-11-05
Zinnia Wealth Advisory, LLC
INCREASED1,2121,143+69+6%$340.5K$320.2K-$20.3K2026-11-06
TBH Global Asset Management, LLC
DECREASED1,2081,807-599-33%$538.3K$319.2K-$219.1K2026-11-03
Smart Wealth LLC
DECREASED1,2071,346-139-10%$401.0K$319.0K-$82.0K2026-11-04
Cidel Asset Management Inc
DECREASED1,2061,402-196-14%$417.6K$318.6K-$99.0K2026-10-29
Means Investment Co., Inc.
INCREASED1,204767+437+57%$228.5K$318.2K+$89.7K2026-11-03
Peak Financial Management, Inc.
INCREASED1,2031,003+200+20%$299.0K$318.1K+$19.0K2026-10-16
Golden State Wealth Management, LLC
UNCHANGED1,2021,20200%$358.2K$317.8K-$40.5K2026-11-02
First Merchants Corp
UNCHANGED1,2001,20000%$357.5K$317.1K-$40.4K2026-10-15
Brandywine OAK Private Wealth LLC
DECREASED1,1921,207-15-1%$359.6K$314.9K-$44.6K2026-10-23
Glass Wealth Management Co LLC
UNCHANGED1,1901,19000%$354.5K$314.4K-$40.1K2026-10-28
GKV Capital Management Co., Inc.
NEW1,188—+1,188——$313.9K—2026-11-06
Maia Wealth LLC
INCREASED1,1841,181+3+0%$351.8K$312.8K-$39.0K2026-10-19
Strata Wealth Advisors, LLC
INCREASED1,1811,122+59+5%$334.1K$311.9K-$22.2K2026-10-16
Heritage Family Offices, LLP
INCREASED1,1791,053+126+12%$313.7K$311.5K-$2.2K2026-11-02
Sound Income Strategies, LLC
DECREASED1,1761,468-292-20%$437.2K$323.0K-$114.3K2026-10-09
Clear Wave Wealth Management LLC
INCREASED1,173703+470+67%$209.4K$309.9K+$100.5K2026-11-04
Northbridge Financial Group, LLC
INCREASED1,171851+320+38%$253.5K$336.1K+$82.6K2026-11-05
Keystone Wealth Services, LLC
INCREASED1,1691,106+63+6%$329.6K$307.9K-$21.7K2026-11-03
Sterling Investment Advisors, Ltd.
DECREASED1,1681,839-671-36%$547.7K$308.6K-$239.1K2026-10-27
Vicus Capital
DECREASED1,1641,218-54-4%$362.7K$307.5K-$55.3K2026-11-05
55 North Private Wealth, LLC
DECREASED1,1581,163-50%$346.5K$306.0K-$40.5K2026-10-20
Langley Wealth Management, LLC
INCREASED1,1571,152+5+0%$343.2K$305.7K-$37.5K2026-11-04
Corps Capital Advisors, LLC
UNCHANGED1,1501,15000%$342.6K$303.8K-$38.7K2026-11-05
David J Yvars Group
DECREASED1,1351,365-230-17%$406.6K$299.9K-$106.7K2026-10-09
Stone House Investment Management, LLC
INCREASED1,1341,126+8+1%$335.4K$299.6K-$35.8K2026-10-23
Foguth Wealth Management, Llc.
NEW1,128—+1,128——$257.0K—2026-10-19
Evermay Wealth Management LLC
INCREASED1,1251,107+18+2%$329.8K$297.2K-$32.5K2026-11-05
SeaBridge Investment Advisors LLC
DECREASED1,1221,178-56-5%$350.9K$296.4K-$54.5K2026-11-02
Atala Financial Inc
UNCHANGED1,1071,10700%$329.8K$292.5K-$37.3K2026-10-22
Chesley Taft & Associates LLC
DECREASED1,1051,309-204-16%$389.9K$292.0K-$98.0K2026-10-13
Clarus Group, Inc.
INCREASED1,1031,102+1+0%$328.4K$291.3K-$37.1K2026-10-21
Investment Management Trust, LLC
UNCHANGED1,1031,10300%$328.5K$291.5K-$37.0K2026-11-05
Abacus Planning Group, Inc.
INCREASED1,1011,087+14+1%$323.9K$290.8K-$33.1K2026-11-02
Chilton Capital Management LLC
NEW1,100—+1,100——$290.6K—2026-10-28
Crusonia Wealth Advisors LLC
INCREASED1,0991,049+50+5%$312.4K$290.3K-$22.1K2026-10-26
Fortress Financial Group, LLC
INCREASED1,0971,095+2+0%$326.2K$290.0K-$36.3K2026-10-21
Carson Advisory Inc.
NEW1,095—+1,095——$289.4K—2026-11-06
Summit Securities Group LLC
INCREASED1,095529+566+107%$157.6K$289.3K+$131.7K2026-11-05
Integrated Wealth Management
INCREASED1,0941,093+1+0%$325.7K$289.0K-$36.8K2026-10-19
Suncoast Equity Management
INCREASED1,0901,080+10+1%$321.7K$288.0K-$33.7K2026-11-03
TSA Wealth Managment LLC
INCREASED1,0881,071+17+2%$319.0K$287.5K-$31.6K2026-10-22
AWM Capital, LLC
DECREASED1,0861,090-40%$324.6K$287.0K-$37.7K2026-10-16
Fearless Solutions, LLC dba Best Invest
DECREASED1,0841,518-434-29%$452.1K$286.4K-$165.7K2026-10-14
1620 Investment Advisors, Inc.
DECREASED1,0821,083-10%$322.6K$285.9K-$36.7K2026-11-04
Traveka Wealth, LLC
INCREASED1,0811,000+81+8%$297.9K$285.6K-$12.3K2026-10-19
Sunpointe, LLC
INCREASED1,074679+395+58%$202.3K$283.7K+$81.5K2026-10-22
Bullock Wealth Management Group
INCREASED1,069992+77+8%$269.9K$286.6K+$16.7K2026-10-09
NWF Advisory Services Inc.
INCREASED1,065729+336+46%$217.2K$281.4K+$64.2K2026-10-19
Luts & Greenleigh Group, Inc.
DECREASED1,0631,122-59-5%$334.2K$280.8K-$53.4K2026-11-05
Wealthcare Capital Partners, LLC
INCREASED1,061983+78+8%$292.7K$280.3K-$12.5K2026-10-21
Benin Management Corp
DECREASED1,0602,160-1,100-51%$643.4K$280.1K-$363.4K2026-10-22
Hill Island Financial LLC
DECREASED1,0591,061-20%$316.1K$279.8K-$36.3K2026-10-20
Five Oceans Advisors
DECREASED1,0581,142-84-7%$340.2K$279.5K-$60.7K2026-10-22
First Command Advisory Services, Inc.
DECREASED1,0541,202-148-12%$358.1K$278.5K-$79.6K2026-11-05
WealthSpring Partners, LLC
UNCHANGED1,0531,05300%$313.6K$278.2K-$35.4K2026-10-14
Warwick Investment Management, Inc.
DECREASED1,0471,103-56-5%$328.6K$276.6K-$51.9K2026-10-19
Carolina Wealth Management Inc
NEW1,045—+1,045——$276.1K—2026-10-29
Falcon Wealth Planning
INCREASED1,045865+180+21%$257.7K$276.1K+$18.4K2026-11-06
Wealth Dimensions Group, Ltd.
UNCHANGED1,0451,04500%$311.4K$276.2K-$35.2K2026-11-02
Cordoba Advisory Partners LLC
DECREASED1,0431,120-77-7%$333.6K$275.6K-$58.1K2026-10-19
Fidelis iM, LLC
NEW1,040—+1,040——$274.8K—2026-10-16
Veracity Capital LLC
INCREASED1,036915+121+13%$272.5K$273.7K+$1.2K2026-10-08
BLB&B Advisors, LLC
DECREASED1,0331,518-485-32%$452.1K$272.8K-$179.3K2026-10-27
21 West Wealth Management LLC
DECREASED1,0271,148-121-11%$342.0K$271.3K-$70.6K2026-10-13
Albion Financial Group
INCREASED1,0271,000+27+3%$297.9K$271.3K-$26.5K2026-10-21
GLR Partners, LLC
DECREASED1,0242,135-1,111-52%$636.0K$270.6K-$365.4K2026-11-04
Index Fund Advisors, Inc.
DECREASED1,0241,025-10%$305.3K$270.6K-$34.8K2026-11-05
Capital Asset Advisory Services LLC
NEW1,023—+1,023——$228.6K—2026-10-30
Whitegate Investment Counselors, Inc.
INCREASED1,0191,018+1+0%$303.3K$269.1K-$34.2K2026-11-02
Stegner Investment Associates Inc.
UNCHANGED1,0191,01900%$303.6K$269.2K-$34.3K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED1,015632+383+61%$188.3K$268.2K+$79.9K2026-11-05
Retirement Planning Group, LLC
DECREASED1,0131,043-30-3%$310.6K$267.5K-$43.0K2026-10-19
GR Financial Group, LLC
INCREASED1,012910+102+11%$271.1K$267.5K-$3.6K2026-10-27
MW Advisory, LLC
NEW1,011—+1,011——$267.1K—2026-10-19
Vaquero Private Wealth, LTD
UNCHANGED1,0101,01000%$300.9K$266.9K-$34.0K2026-10-27
Axiom Investment Management LLC
UNCHANGED1,0101,01000%$300.9K$266.9K-$34.0K2026-11-03
Yankcom Partnership
NEW1,008—+1,008——$266.3K—2026-10-15
Riversedge Advisors, LLC
INCREASED1,0061,004+2+0%$299.1K$265.8K-$33.3K2026-10-09
Patten & Patten Inc
UNCHANGED1,0051,00500%$299.3K$265.4K-$33.8K2026-10-26
Symmetry Partners, LLC
INCREASED1,002794+208+26%$236.7K$264.9K+$28.2K2026-10-27
Legal Advantage Investments, Inc.
NEW1,000—+1,000——$264.2K—2026-10-13
Mogy Joel R Investment Counsel Inc
NEW1,000—+1,000——$264.2K—2026-10-13
Wespac Advisors, LLC
DECREASED1,0001,494-494-33%$445.0K$264.2K-$180.8K2026-10-26
Farrell Financial LLC
UNCHANGED99799700%$297.0K$263.5K-$33.5K2026-10-16
Ledgewood Wealth Advisors, LLC
UNCHANGED98598500%$293.4K$260.2K-$33.2K2026-10-09
TCI Wealth Advisors, Inc.
INCREASED977950+27+3%$283.0K$258.2K-$24.9K2026-10-30
Inscription Capital, LLC
DECREASED9761,419-443-31%$422.8K$257.9K-$164.8K2026-11-02
Lyell Wealth Management, LP
INCREASED975844+131+16%$251.4K$257.6K+$6.2K2026-10-30
Schaper Benz & Wise Investment Counsel Inc
INCREASED972822+150+18%$244.9K$256.8K+$11.9K2026-10-09
Weaver Capital Management LLC
NEW971—+971——$256.5K—2026-10-15
Navigation Group, LLC
INCREASED971858+113+13%$255.6K$256.5K+$9582026-10-28
Bell & Brown Wealth Advisors, LLC
INCREASED966965+1+0%$287.6K$255.2K-$32.4K2026-10-16
Castleview Partners, LLC
NEW961—+961——$253.9K—2026-10-09
Argos Wealth Advisors, LLC
INCREASED960945+15+2%$281.5K$253.6K-$27.9K2026-11-02
Southland Equity Partners LLC
INCREASED958861+97+11%$256.5K$253.1K-$3.4K2026-10-14
MinichMacGregor Wealth Management, LLC
DECREASED956989-33-3%$294.7K$252.6K-$42.1K2026-10-14
Warren Street Wealth Advisors, LLC
DECREASED954963-9-1%$286.9K$252.1K-$34.8K2026-11-04
Brown Wealth Management, LLC
INCREASED953908+45+5%$270.5K$251.8K-$18.7K2026-10-20
Seven Mile Advisory
INCREASED952945+7+1%$281.5K$251.5K-$30.0K2026-10-22
Legacy Private Trust Co.
UNCHANGED95095000%$283.0K$251.0K-$32.0K2026-10-06
Tanager Wealth Management LLP
INCREASED949739+210+28%$220.1K$250.7K+$30.6K2026-10-19
Purewater Capital LLC
NEW948—+948——$250.5K—2026-10-23
Howard Bailey Securities, LLC
DECREASED9481,102-154-14%$328.3K$250.5K-$77.8K2026-10-27
D.B. Root & Company, LLC
INCREASED940918+22+2%$273.5K$248.4K-$25.1K2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED938601+337+56%$179.0K$247.8K+$68.8K2026-10-27
Financial Planning Hawaii, Inc.
UNCHANGED93793700%$279.1K$247.6K-$31.6K2026-10-13
Western Financial Corp
DECREASED9368,266-7,330-89%$2.5M$247.3K-$2.2M2026-10-14
Asset Dedication, LLC
DECREASED9351,015-80-8%$302.4K$247.0K-$55.3K2026-11-03
Bank of New Hampshire
UNCHANGED93493400%$278.2K$246.8K-$31.5K2026-10-06
Richard C. Young & Co., Ltd.
NEW932—+932——$246.4K—2026-11-04
Fairvoy Private Wealth, LLC
NEW926—+926——$244.7K—2026-10-19
Strategic Advisors LLC
UNCHANGED92692600%$275.8K$244.7K-$31.2K2026-10-13
Sage Capital Management, LLC
NEW925—+925——$245.1K—2026-10-20
Braun Stacey Associates Inc
NEW925—+925——$244.4K—2026-10-19
Garde Capital, Inc.
DECREASED925963-38-4%$286.7K$244.3K-$42.4K2026-10-29
Alpha Family Trust
UNCHANGED92092000%$274.1K$274.1K$02026-11-04
Mullooly Asset Management, Inc.
UNCHANGED91691600%$272.8K$241.9K-$30.8K2026-10-30
Chicago Trust Co NA
INCREASED912849+63+7%$252.9K$241.0K-$11.9K2026-10-28
Uniting Wealth Partners, LLC
NEW908—+908——$239.9K—2026-11-06
Quadrant Private Wealth Management, LLC
NEW903—+903——$238.5K—2026-11-04
Meriwether Wealth & Planning, LLC
DECREASED900902-20%$268.7K$237.8K-$30.9K2026-10-13
Paradigm Asset Management Co LLC
UNCHANGED90090000%$268.1K$237.8K-$30.3K2026-11-05
Northwest Wealth Management, LLC
DECREASED899920-21-2%$274.1K$237.6K-$36.5K2026-10-30
Trust Co of Vermont
INCREASED898783+115+15%$233.2K$237.3K+$4.0K2026-10-21
KOM Wealth Management Group, LLC
INCREASED895892+3+0%$265.7K$236.6K-$29.1K2026-10-15
Iron Financial LLC
INCREASED892692+200+29%$206.0K$235.6K+$29.6K2026-10-23
Vista Investment Partners II, LLC
NEW887—+887——$234.4K—2026-10-15
Busey Bank
DECREASED884911-27-3%$271.4K$233.6K-$37.8K2026-10-26
Barings LLC
UNCHANGED88388300%$263.0K$233.3K-$29.7K2026-10-22
Stevens Capital Partners
INCREASED881709+172+24%$211.3K$232.9K+$21.6K2026-10-29
Stirlingshire Investments, Inc.
DECREASED881906-25-3%$269.8K$232.7K-$37.1K2026-11-05
Towerpoint Wealth, LLC
INCREASED877867+10+1%$258.3K$231.7K-$26.6K2026-10-13
Green Ridge Wealth Planning LLC
NEW875—+875——$231.2K—2026-10-08
Marin Bay Wealth Advisors, LLC
NEW873—+873——$230.7K—2026-10-28
Global Financial Private Client, LLC
DECREASED873883-10-1%$263.0K$230.7K-$32.4K2026-10-15
Keener Financial Planning LLC
UNCHANGED86786700%$258.0K$229.0K-$29.0K2026-11-06
Piedmont Capital Management, LLC
INCREASED866862+4+0%$256.8K$228.8K-$28.0K2026-10-21
MV Capital Management, Inc.
INCREASED864779+85+11%$232.1K$228.3K-$3.8K2026-10-29
Mach-1 Financial Group, LLC
DECREASED8611,683-822-49%$501.2K$227.5K-$273.7K2026-11-06
Fragasso Financial Advisors Inc
NEW859—+859——$236.4K—2026-10-13
Lifelong Wealth Advisors, Inc.
INCREASED859821+38+5%$244.6K$227.0K-$17.6K2026-10-19
Mission Financial Group, LLC
DECREASED857899-42-5%$267.9K$226.3K-$41.6K2026-10-21
Worth Financial Advisory Group, LLC
DECREASED8561,089-233-21%$324.4K$226.2K-$98.2K2026-10-19
Founders Grove Wealth Partners, LLC
INCREASED855846+9+1%$252.0K$225.9K-$26.1K2026-10-16
Howard Capital Management Group, LLC
UNCHANGED85085000%$253.2K$224.6K-$28.6K2026-10-16
Fermata Advisors, LLC
NEW847—+847——$223.7K—2026-10-13
Motive Wealth Advisors
NEW846—+846——$223.5K—2026-10-26
Sage Rhino Capital LLC
NEW844—+844——$223.0K—2026-10-28
Commonwealth Financial Services, LLC
NEW844—+844——$223.0K—2026-10-20
Elevation Capital Advisory, LLC
NEW842—+842——$222.5K—2026-10-29
Fusion Family Wealth, LLC
UNCHANGED84284200%$250.8K$222.5K-$28.4K2026-11-02
Owl Creek Wealth Partners LLC
DECREASED841845-40%$251.7K$222.2K-$29.5K2026-10-20
Alchemi Wealth, LLC
INCREASED838820+18+2%$244.3K$221.4K-$22.9K2026-11-04
Carter Financial Group, Inc.
NEW837—+837——$221.1K—2026-10-21
Ullmann Wealth Partners Group, LLC
NEW826—+826——$218.2K—2026-11-02
Aviance Capital Partners, LLC
NEW825—+825——$218.0K—2026-10-29
Sutton Place Investors LLC
INCREASED825803+22+3%$239.2K$218.0K-$21.2K2026-10-20
T3 Companies, LLC
INCREASED817705+112+16%$210.0K$215.9K+$5.8K2026-10-22
United Asset Strategies, Inc.
DECREASED814899-85-9%$267.8K$215.1K-$52.7K2026-10-28
Edge Wealth Management LLC
UNCHANGED81281200%$241.9K$213.6K-$28.3K2026-10-13
VAN Strum & Towne Inc.
NEW803—+803——$212.2K—2026-11-06
Willner & Heller, LLC
DECREASED803820-17-2%$244.4K$212.1K-$32.3K2026-10-28
Carroll Advisory Group, LLC
NEW801—+801——$211.6K—2026-10-16
FFG Partners, LLC
NEW800—+800——$211.4K—2026-10-15
Share Andrew L.
NEW799—+799——$211.1K—2026-11-06
Avantax Planning Partners, Inc.
INCREASED799764+35+5%$227.5K$211.0K-$16.5K2026-11-03
XXI Wealth, LLC
INCREASED798737+61+8%$219.5K$210.8K-$8.7K2026-10-22
Modera Wealth Management, LLC
INCREASED794775+19+2%$230.9K$209.7K-$21.2K2026-10-28
Nova Financial LLC
NEW793—+793——$209.5K—2026-11-04
Diversified Enterprises, LLC
INCREASED789712+77+11%$212.1K$208.5K-$3.6K2026-10-19
Altar Rock LLC
INCREASED787785+2+0%$233.8K$216.7K-$17.2K2026-11-06
CPR Investments Inc.
UNCHANGED78278200%$233.0K$206.6K-$26.3K2026-10-26
Carnegie Investment Counsel
NEW781—+781——$206.3K—2026-10-20
Palacios Wealth Management, LLC
INCREASED781750+31+4%$223.4K$206.3K-$17.1K2026-11-04
First Horizon Corp
DECREASED776787-11-1%$234.4K$205.0K-$29.4K2026-10-26
Wedgewood Investors Inc
NEW774—+774——$204.5K—2026-10-28
DeDora Capital, Inc.
DECREASED7721,232-460-37%$367.0K$204.1K-$162.9K2026-10-26
Nemes Rush Group LLC
DECREASED771805-34-4%$239.9K$203.8K-$36.1K2026-11-04
Adirondack Trust Co
UNCHANGED77077000%$229.4K$203.4K-$25.9K2026-10-14
Jamison Private Wealth Management, Inc.
NEW769—+769——$203.2K—2026-10-14
Spectrum Wealth Advisory Group, LLC
INCREASED768166+602+363%$49.5K$202.9K+$153.5K2026-10-29
Brucke Financial, Inc.
NEW766—+766——$202.4K—2026-10-23
Lincoln Capital Corp
NEW765—+765——$202.1K—2026-10-13
SVB Wealth LLC
NEW761—+761——$201.1K—2026-11-06
Archer Investment Corp
INCREASED760607+153+25%$180.8K$200.8K+$20.0K2026-11-05
Indiana Trust & Investment Management Co
DECREASED7181,088-370-34%$324.1K$189.7K-$134.4K2026-10-22
Highline Wealth Partners LLC
INCREASED711688+23+3%$204.9K$187.8K-$17.1K2026-10-19
Westside Investment Management, Inc.
UNCHANGED69669600%$207.3K$186.6K-$20.7K2026-11-02
Deseret Mutual Benefit Administrators
DECREASED684847-163-19%$252.3K$180.7K-$71.6K2026-11-04
Cromwell Holdings LLC
DECREASED669903-234-26%$269.0K$176.8K-$92.2K2026-10-28
Banque de Luxembourg S.A.
NEW664—+664——$175.4K—2026-10-14
Latitude Advisors, LLC
DECREASED662674-12-2%$200.9K$175.0K-$25.9K2026-10-27
GK Wealth Management LLC
NEW651—+651——$171.9K—2026-10-09
Salomon & Ludwin, LLC
DECREASED650654-4-1%$177.9K$171.7K-$6.2K2026-10-29
Bell Investment Advisors, Inc
INCREASED644639+5+1%$190.4K$170.2K-$20.2K2026-10-29
Clean Yield Group
UNCHANGED64464400%$191.8K$170.2K-$21.7K2026-10-28
American National Bank & Trust
UNCHANGED63863800%$190.1K$168.6K-$21.5K2026-10-07
Barrett & Company, Inc.
INCREASED630600+30+5%$178.7K$166.5K-$12.3K2026-10-22
Financial Consulate, Inc
INCREASED626577+49+8%$171.7K$165.3K-$6.5K2026-10-23
Friedenthal Financial
NEW600—+600——$158.5K—2026-10-27
Spirit of America Management Corp
INCREASED600400+200+50%$119.2K$158.5K+$39.4K2026-10-14
Maryland Capital Advisors Inc.
DECREASED585586-10%$174.6K$154.6K-$20.0K2026-10-15
Farmers & Merchants Investments Inc
INCREASED560441+119+27%$131.4K$148.0K+$16.6K2026-10-22
Key FInancial Inc
INCREASED549519+30+6%$154.6K$145.1K-$9.6K2026-11-02
Goodman Advisory Group, LLC
NEW547—+547——$144.5K—2026-11-02
Key Capital Management, Inc
INCREASED524177+347+196%$52.7K$138.5K+$85.8K2026-11-03
Toth Financial Advisory Corp
INCREASED518462+56+12%$137.6K$137.0K-$6352026-10-08
Kings Path Partners LLC
INCREASED500400+100+25%$119.2K$132.1K+$12.9K2026-10-21
Physician Wealth Advisors, Inc.
DECREASED472521-49-9%$155.2K$124.7K-$30.5K2026-10-20
Mosley Wealth Management
INCREASED445376+69+18%$112.0K$107.4K-$4.7K2026-10-16
Berbice Capital Management LLC
DECREASED443465-22-5%$138.5K$117.0K-$21.5K2026-10-13
Mcdonald Partners LLC
UNCHANGED43043000%$128.1K$113.6K-$14.5K2026-11-03
Vima LLC
INCREASED422258+164+64%$76.9K$111.4K+$34.5K2026-10-23
Activest Wealth Management
INCREASED414179+235+131%$53.2K$109.3K+$56.1K2026-10-15
Balance Wealth Partners LLC
NEW412—+412——$109.0K—2026-10-27
UMB Private Wealth Management, LLC
NEW412—+412——$108.9K—2026-10-19
Arlington Trust Co LLC
INCREASED410268+142+53%$79.8K$108.3K+$28.5K2026-10-20
Wilkerson Advisory Group LLC
INCREASED407208+199+96%$62.0K$107.5K+$45.6K2026-10-20
Tompkins Financial Corp
INCREASED405104+301+289%$31.0K$107.0K+$76.0K2026-10-05
Centerpoint Advisors, LLC
INCREASED401400+1+0%$119.0K$106-$118.9K2026-11-05
University of Texas S AM Investment Management Co
DECREASED3931,094-701-64%$325.9K$103.8K-$222.1K2026-11-03
Markowski Investments
NEW355—+355——$93.8K—2026-10-30
Bangor Savings Bank
DECREASED350430-80-19%$128.1K$92.5K-$35.6K2026-10-06
Covestor Ltd
DECREASED3491,120-771-69%$334.0K$92-$333.9K2026-10-30
Acumen Wealth Advisors, LLC
INCREASED338169+169+100%$50.3K$89.3K+$39.0K2026-11-05
Hilton Head Capital Partners, LLC
INCREASED333298+35+12%$88.8K$88.0K-$7892026-10-23
Madden Securities Corp
NEW330—+330——$87.2K—2026-10-27
Essential Partners LLC
DECREASED327336-9-3%$100.1K$86.4K-$13.7K2026-10-14
Avion Wealth
INCREASED316305+11+4%$90.0K$83-$89.9K2026-11-04
JFS Wealth Advisors, LLC
INCREASED313294+19+6%$87.6K$82.8K-$4.8K2026-11-03
GoalVest Advisory LLC
DECREASED312315-3-1%$93.8K$82.4K-$11.4K2026-10-02
Rydar Equities, Inc.
NEW310—+310——$88.3K—2026-10-13
Triumph Capital Management
INCREASED299145+154+106%$43.2K$79.0K+$35.8K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED289658-369-56%$196.0K$76.4K-$119.7K2026-10-14
Armstrong Advisory Group, Inc
UNCHANGED28428400%$84.6K$75.0K-$9.6K2026-10-09
High Point Wealth Management, LLC
NEW283—+283——$74.8K—2026-11-05
Legacy Bridge, LLC
INCREASED280180+100+56%$53.6K$74.0K+$20.4K2026-10-28
Private Wealth Management Group, LLC
INCREASED280221+59+27%$65.8K$74.0K+$8.1K2026-10-19
James T. Borello RIA
UNCHANGED28028000%$83.4K$74.0K-$9.4K2026-10-16
Hughes Financial Services, LLC
INCREASED279130+149+115%$38.8K$60.8K+$22.0K2026-10-30
Midwest Capital Advisors, LLC
UNCHANGED27727700%$82.6K$73.2K-$9.3K2026-11-04
Manchester Capital Management LLC
DECREASED275318-43-14%$94.7K$72.7K-$22.1K2026-10-22
Three Bridge Wealth Advisors, LLC
NEW273—+273——$72.1K—2026-11-05
Security National Bank
NEW270—+270——$71.3K—2026-10-26
Fortitude Family Office, LLC
INCREASED268265+3+1%$78.9K$70.8K-$8.1K2026-10-14
True Wealth Design, LLC
DECREASED267276-9-3%$82.2K$70.5K-$11.7K2026-10-13
Signature Resources Capital Management, LLC
INCREASED266145+121+83%$43.1K$70.4K+$27.3K2026-10-16
Catalyst Capital Advisors LLC
INCREASED263228+35+15%$67.9K$69.5K+$1.6K2026-11-02
Rosenberg Matthew Hamilton
INCREASED26218+244+1356%$5.4K$69.2K+$63.9K2026-10-05
SJS Investment Consulting Inc.
DECREASED259377-118-31%$112.3K$68.4K-$43.9K2026-10-26
Laurel Wealth Advisors LLC
NEW255—+255——$67.4K—2026-10-27
High Note Wealth, LLC
INCREASED247174+73+42%$51.8K$65.3K+$13.4K2026-10-27
Birch Financial Group, LLC
NEW246—+246——$65.1K—2026-10-27
GHP Investment Advisors, Inc.
DECREASED239279-40-14%$83.1K$63.1K-$20.0K2026-10-15
TrinityBridge Ltd
INCREASED232165+67+41%$49.0K$61-$48.9K2026-10-30
Joseph Group Capital Management
NEW231—+231——$61.0K—2026-11-04
Spurstone Advisory Services, LLC
INCREASED230200+30+15%$54.4K$61.7K+$7.2K2026-11-02
Clearstead Trust, LLC
UNCHANGED22922900%$68.2K$60.5K-$7.7K2026-11-06
Evolution Wealth Management Inc.
DECREASED224253-29-11%$75.4K$59.2K-$16.2K2026-10-28
Jnba Financial Advisors
INCREASED21394+119+127%$28.0K$56.3K+$28.3K2026-11-03
Financial Perspectives, Inc
UNCHANGED20920900%$62.3K$55.2K-$7.0K2026-11-03
Blue Bell Private Wealth Management, LLC
UNCHANGED20920900%$62.3K$55.2K-$7.0K2026-10-29
Country Trust Bank
INCREASED208190+18+9%$56.6K$55.0K-$1.6K2026-10-30
Marshall & Sterling Wealth Advisors Inc.
INCREASED206194+12+6%$57.9K$54.5K-$3.4K2026-10-28
Livelsberger Financial Advisory
NEW200—+200——$52.8K—2026-10-28
Downshift Financial, LLC
UNCHANGED20020000%$59.6K$52.8K-$6.7K2026-10-13
Gables Capital Management Inc.
UNCHANGED20020000%$59.6K$52.8K-$6.7K2026-11-04
Canton Hathaway, LLC
UNCHANGED20020000%$59.6K$52.8K-$6.7K2026-10-23
Eurizon SLJ Capital Ltd
NEW189—+189——$49.9K—2026-11-06
Torren Management, LLC
INCREASED18656+130+232%$16.7K$49.2K+$32.5K2026-10-29
Pension & Wealth Management Advisors, Inc.
NEW181—+181——$47.8K—2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED180256-76-30%$76.3K$47.6K-$28.7K2026-10-07
Ares Financial Consulting, LLC
INCREASED168154+14+9%$45.9K$44.4K-$1.5K2026-10-19
Hurley Capital, LLC
INCREASED163100+63+63%$29.8K$43.1K+$13.3K2026-11-05
Horizon Financial Services, LLC
INCREASED1570+157—$0$41.5K+$41.5K2026-11-04
Financial Management Professionals, Inc.
DECREASED155182-27-15%$54.2K$41.0K-$13.3K2026-10-23
Washington Trust Advisors, Inc.
INCREASED14778+69+88%$23.2K$38.8K+$15.6K2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED146770-624-81%$229.4K$38.6K-$190.8K2026-10-26
Proathlete Wealth Management LLC
INCREASED14325+118+472%$7.4K$37.8K+$30.4K2026-10-15
Richardson Financial Services Inc.
INCREASED141103+38+37%$30.7K$37.3K+$6.6K2026-10-30
Eukles Asset Management
UNCHANGED13713700%$40.8K$36.2K-$4.6K2026-11-04
Navigoe, LLC
INCREASED1358+127+1588%$2$35+$332026-11-04
Putney Financial Group LLC
NEW130—+130——$34.3K—2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED12612600%$37.5K$33.2K-$4.2K2026-10-15
Quintet Private Bank (Europe) S.A.
INCREASED12575+50+67%$22.3K$33.0K+$10.7K2026-10-08
Davis Capital Management
INCREASED124123+1+1%$36.6K$32.8K-$3.9K2026-10-08
Gen-Wealth Partners Inc
UNCHANGED12312300%$36.6K$32.5K-$4.1K2026-11-04
Buck Wealth Strategies, LLC
DECREASED121181-60-33%$53.8K$31.9K-$21.9K2026-10-28
Foresight Capital Management Advisors, Inc.
NEW119—+119——$31.4K—2026-10-27
Redwood Park Advisors LLC
INCREASED1171+116+11600%$298$30.9K+$30.6K2026-11-02
Compagnie Lombard Odier SCmA
INCREASED1150+115—$0$30.4K+$30.4K2026-11-04
Vision Financial Markets LLC
UNCHANGED11411400%$30.9K$30.2K-$7212026-10-22
Bay Harbor Wealth Management, LLC
UNCHANGED11411400%$34.0K$30.1K-$3.8K2026-11-03
Marquette Asset Management, LLC
UNCHANGED11411400%$34.0K$30.1K-$3.8K2026-10-09
Quest 10 Wealth Builders, Inc.
INCREASED10958+51+88%$17.3K$28.8K+$11.5K2026-11-02
Bare Financial Services, Inc
INCREASED10454+50+93%$16.1K$27.5K+$11.4K2026-11-04
West Paces Advisors Inc.
INCREASED10179+22+28%$23.5K$26.7K+$3.2K2026-10-13
Asset Planning,Inc
UNCHANGED10110100%$30.2K$26.8K-$3.4K2026-10-26
Reap Financial Group, LLC
NEW100—+100——$26.4K—2026-11-02
WPG Advisers, LLC
INCREASED10084+16+19%$25.0K$26.4K+$1.4K2026-10-27
Sunrise Financial Services, LLC
UNCHANGED10010000%$29.8K$26.4K-$3.4K2026-10-21
Sawyer & Company, Inc
UNCHANGED10010000%$29.8K$26.4K-$3.4K2026-10-21
Investment Research & Advisory Group, Inc.
UNCHANGED959500%$34.3K$37.8K+$3.5K2026-10-19
Beacon Investment Advisory Services, Inc.
INCREASED9066+24+36%$19.7K$23.8K+$4.1K2026-10-13
StrongBox Wealth, LLC
INCREASED8664+22+34%$19.1K$22.7K+$3.7K2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED848400%$22.9K$22.5K-$3332026-10-20
Next Level Wealth Planning, LLC
NEW83—+83——$21.9K—2026-10-29
Clayton Financial Group LLC
NEW83—+83——$21.9K—2026-10-13
Retirement Wealth Solutions LLC
INCREASED8380+3+4%$23.8K$21.9K-$1.9K2026-10-07
Clark Wealth Partners
INCREASED817+74+1057%$2.1K$21.4K+$19.3K2026-10-19
Fairscale Capital, LLC
INCREASED7942+37+88%$12.5K$15.5K+$3.0K2026-11-04
Mainstream Capital Management LLC
NEW77—+77——$20.3K—2026-10-23
Ameliora Wealth Management Ltd.
NEW77—+77——$20.3K—2026-10-23
United Financial Planning Group LLC
UNCHANGED696900%$20.6K$18.2K-$2.3K2026-11-04
Capital Advisors, Ltd. LLC
INCREASED6625+41+164%$7$17+$102026-10-27
Elevated Capital Advisors, LLC
UNCHANGED666600%$19.7K$17.4K-$2.2K2026-11-04
Halbert Hargrove Global Advisors, LLC
INCREASED6412+52+433%$3.4K$16.9K+$13.5K2026-10-16
Planning Strategies Inc.
INCREASED6157+4+7%$17.0K$16.1K-$8632026-10-02
American Capital Advisory, LLC
DECREASED6085-25-29%$25.2K$15.8K-$9.5K2026-10-28
Peterson Wealth Services
UNCHANGED606000%$17.9K$15.9K-$2.0K2026-10-26
Gilpin Wealth Management, LLC
INCREASED5756+1+2%$16.7K$15.1K-$1.6K2026-10-09
DiNuzzo Private Wealth, Inc.
UNCHANGED525200%$15.5K$13.7K-$1.8K2026-10-16
Pacific Center for Financial Services
UNCHANGED525200%$15.5K$13.7K-$1.8K2026-10-15
Union Savings Bank
UNCHANGED505000%$14.9K$13.2K-$1.7K2026-10-14
Coastline Trust Co
UNCHANGED494900%$14.6K$12.9K-$1.7K2026-10-01
Pacifica Partners Inc.
UNCHANGED494900%$12.0K$13.1K+$1.1K2026-10-09
Kennebec Savings Bank
UNCHANGED484800%$14.3K$12.7K-$1.6K2026-10-22
Cape Investment Advisory, Inc.
INCREASED4629+17+59%$8.6K$12.2K+$3.5K2026-10-13
Gleason Group, Inc.
UNCHANGED454500%$13.4K$11.9K-$1.5K2026-10-15
Creative Capital Management Investments LLC
INCREASED4233+9+27%$9.8K$11.1K+$1.3K2026-10-28
Peterson Wealth Management
INCREASED3920+19+95%$6.0K$10.3K+$4.4K2026-11-06
Kozak & Associates, Inc.
UNCHANGED393900%$10.7K$9.9K-$7982026-10-29
Southern Michigan Bank & Trust
NEW38—+38——$10.0K—2026-10-19
Tradewinds Capital Management, LLC
DECREASED36115-79-69%$34.3K$9.5K-$24.7K2026-10-23
TFC Financial Management, Inc.
INCREASED3616+20+125%$4.8K$9.5K+$4.7K2026-10-26
Abound Wealth Management
INCREASED3617+19+112%$5.1K$9.5K+$4.4K2026-10-26
Bradley & Co. Private Wealth Management, LLC
NEW34—+34——$9.0K—2026-10-23
City Holding Co
UNCHANGED333300%$9.8K$8.7K-$1.1K2026-10-19
RHL Group, LLC
INCREASED3130+1+3%$8.9K$8.2K-$7382026-11-04
Plante Moran Financial Advisors, LLC
INCREASED304+26+650%$1.2K$7.9K+$6.7K2026-11-04
Investors Research Corp
UNCHANGED303000%$8.9K$7.9K-$1.0K2026-10-07
Bayban
UNCHANGED303000%$8.9K$8.9K$02026-11-05
Burk Holdings LLC
NEW29—+29——$7.7K—2026-11-05
Reyes Financial Architecture, Inc.
NEW27—+27——$7.1K—2026-10-22
Aspect Partners, LLC
DECREASED2674-48-65%$22.0K$6.9K-$15.2K2026-10-20
Aventus Investment Advisors, Inc.
UNCHANGED262600%$7.7K$6.9K-$8762026-10-09
Holos Integrated Wealth LLC
NEW25—+25——$5.9K—2026-10-23
Main Street Group, LTD
INCREASED2512+13+108%$3.6K$6.7K+$3.1K2026-10-28
First Bancorp, Inc
UNCHANGED252500%$7.4K$6.6K-$8422026-10-26
Morton Brown Family Wealth, LLC
UNCHANGED252500%$7.4K$6.6K-$8422026-10-23
Maseco LLP
NEW24—+24——$6.3K—2026-10-27
J.Safra Asset Management Corp
DECREASED213,326-3,305-99%$990.8K$5.5K-$985.2K2026-11-03
Quaker Wealth Management, LLC
INCREASED2119+2+11%$5.7K$5.5K-$1112026-10-22
Addison Advisors LLC
INCREASED204+16+400%$1.2K$5.3K+$4.1K2026-11-06
William Mack & Associates, Inc.
NEW19—+19——$5.0K—2026-10-27
DT Investment Partners, LLC
NEW18—+18——$4.8K—2026-10-27
Contravisory Investment Management, Inc.
NEW15—+15——$4.0K—2026-10-13
PayPay Securities Corp
DECREASED1516-1-6%$4.8K$4.0K-$8032026-10-27
WestEnd Advisors, LLC
UNCHANGED151500%$4.5K$4.0K-$5052026-10-27
Godsey & Gibb, Inc
NEW14—+14——$3.7K—2026-10-14
Breakwater Investment Management
INCREASED135+8+160%$1.5K$3.4K+$1.9K2026-10-20
Coston, McIsaac & Partners
UNCHANGED131300%$3$3.5K+$3.5K2026-11-06
CGC Financial Services, LLC
NEW12—+12——$3.2K—2026-10-13
Birchwood Financial Partners, Inc.
NEW11—+11——$2.9K—2026-11-02
Valued Wealth Advisors LLC
NEW10—+10——$2.6K—2026-11-05
Atlantic Edge Private Wealth Management, LLC
DECREASED10110-100-91%$32.8K$2.6K-$30.1K2026-10-20
Financial Network Wealth Advisors LLC
INCREASED106+4+67%$1.8K$2.6K+$8552026-10-28
Horrell Capital Management, Inc.
UNCHANGED101000%$3.0K$2.7K-$3372026-10-08
Align Financial, LLC
NEW7—+7——$1.8K—2026-10-16
Center for Financial Planning, Inc.
NEW7—+7——$1.8K—2026-10-26
POM Investment Strategies, LLC
UNCHANGED7700%$2.1K$1.9K-$2352026-10-20
Tounjian Advisory Partners, LLC
DECREASED620-14-70%$6.0K$1.6K-$4.4K2026-11-04
Entrust Financial LLC
UNCHANGED5500%$1.5K$1.3K-$1682026-11-04
DecisionPoint Financial, LLC
DECREASED45-1-20%$1.4K$1.1K-$2882026-10-27
North Point Portfolio Managers Corp
NEW3—+3——$793—2026-10-07
Ashurst Perkins Coie Trust Co
NEW3—+3——$792—2026-10-15
3 Factor Indexing, LLC
UNCHANGED3300%$894$793-$1012026-10-15
McCarley & Cook Financial Planners
NEW2—+2——$528—2026-10-21
Monetary Solutions, Ltd
NEW1—+1——$264—2026-10-22
Lloyd Advisory Services, Llc.
NEW0—0——$42—2026-11-02
Oriental Harbor Investment Master Fund
CLOSED0439,119-439,119-100%$130.8M$0-$130.8M2026-10-22
Imc-Chicago, LLC
CLOSED0332,498-332,498-100%$99.0M$0-$99.0M2026-11-05
Fund Resources Investment Holding Group Co Ltd
CLOSED0184,000-184,000-100%$54.8M$0-$54.8M2026-11-03
Ariose Capital Management Ltd
CLOSED074,400-74,400-100%$22.2M$0-$22.2M2026-11-02
Chapin Davis, Inc.
CLOSED050,177-50,177-100%$14.9M$0-$14.9M2026-10-09
State of Wyoming
CLOSED015,202-15,202-100%$4.5M$0-$4.5M2026-10-28
Funde Sino Life Insurance Co Ltd
CLOSED014,281-14,281-100%$4.3M$0-$4.3M2026-11-03
Bochk Asset Management Ltd
CLOSED013,375-13,375-100%$4.0M$0-$4.0M2026-10-29
TTP Investments, Inc.
CLOSED011,244-11,244-100%$3.3M$0-$3.3M2026-10-30
Johnson Financial Group, LLC
CLOSED010,855-10,855-100%$3.2M$0-$3.2M2026-11-03
BNC Wealth Management, LLC
CLOSED010,735-10,735-100%$3.2M$0-$3.2M2026-10-19
WIN Advisors, Inc
CLOSED09,461-9,461-100%$2.8M$0-$2.8M2026-11-06
WBI Investments, LLC
CLOSED08,479-8,479-100%$2.5M$0-$2.5M2026-11-05
Q3 Asset Management
CLOSED06,952-6,952-100%$2.1M$0-$2.1M2026-11-06
Fortis Group Advisors, LLC
CLOSED06,713-6,713-100%$2.0M$0-$2.0M2026-11-06
TriaGen Wealth Management LLC
CLOSED04,029-4,029-100%$1.2M$0-$1.2M2026-10-14
Guardian Partners Inc.
CLOSED04,000-4,000-100%$1.2M$0-$1.2M2026-10-21
Connective Portfolio Management, LLC
CLOSED04,000-4,000-100%$1.2M$0-$1.2M2026-10-22
XML Financial, LLC
CLOSED03,760-3,760-100%$1.1M$0-$1.1M2026-10-29
Gainplan LLC
CLOSED03,566-3,566-100%$1.1M$0-$1.1M2026-10-09
Shira Ridge Wealth Management
CLOSED03,103-3,103-100%$924.4K$0-$924.4K2026-10-09
Washington Capital Management, Inc
CLOSED02,725-2,725-100%$811.8K$0-$811.8K2026-10-19
Machina Capital S.A.S.
CLOSED02,682-2,682-100%$798.9K$0-$798.9K2026-11-05
Roman Butler Fullerton & Co
CLOSED02,593-2,593-100%$564.0K$0-$564.0K2026-10-27
Meadowbrook Wealth Management, LLC
CLOSED02,015-2,015-100%$548.2K$0-$548.2K2026-10-08
Tactive Advisors, LLC
CLOSED01,941-1,941-100%$578.3K$0-$578.3K2026-10-08
Family Investment Center, Inc.
CLOSED01,903-1,903-100%$566.9K$0-$566.9K2026-10-19
Laurion Capital Management LP
CLOSED01,851-1,851-100%$551.4K$0-$551.4K2026-10-30
Realta Investment Advisors
CLOSED01,512-1,512-100%$450.4K$0-$450.4K2026-10-14
Trust Investment Advisors
CLOSED01,415-1,415-100%$421.5K$0-$421.5K2026-10-20
Wealth Science Advisors LLC
CLOSED01,409-1,409-100%$419.7K$0-$419.7K2026-10-09
Benchmark Financial Wealth Advisors, LLC
CLOSED01,353-1,353-100%$402.9K$0-$402.9K2026-10-20
CenterStar Asset Management, LLC
CLOSED01,293-1,293-100%$385.6K$0-$385.6K2026-10-09
Encompass More Asset Management
CLOSED01,258-1,258-100%$374.7K$0-$374.7K2026-10-16
Heritage OAK Wealth Advisors LLC
CLOSED01,192-1,192-100%$355.0K$0-$355.0K2026-10-14
Marks Group Wealth Management, Inc
CLOSED01,186-1,186-100%$353.2K$0-$353.2K2026-11-05
Forum Financial Management, LP
CLOSED01,185-1,185-100%$353.1K$0-$353.1K2026-10-16
Ledyard National Bank
CLOSED01,162-1,162-100%$346.1K$0-$346.1K2026-10-21
Dana Investment Advisors, Inc.
CLOSED01,158-1,158-100%$344.8K$0-$344.8K2026-11-06
Embree Financial Group
CLOSED01,064-1,064-100%$316.9K$0-$316.9K2026-10-22
Autumn Glory Partners, LLC
CLOSED01,054-1,054-100%$314.0K$0-$314.0K2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED01,053-1,053-100%$313.7K$0-$313.7K2026-10-27
Twelve Points Wealth Management LLC
CLOSED01,025-1,025-100%$305.3K$0-$305.3K2026-11-03
West Tower Group, LLC
CLOSED01,000-1,000-100%$297.9K$0-$297.9K2026-10-14
McAlister, Sweet & Associates, Inc.
CLOSED01,000-1,000-100%$297.9K$0-$297.9K2026-10-07
Goldstein Advisors, LLC
CLOSED0979-979-100%$291.6K$0-$291.6K2026-10-15
Plancorp, LLC
CLOSED0964-964-100%$209.6K$0-$209.6K2026-11-03
William Howard & Co Financial Advisors Inc
CLOSED0960-960-100%$286.0K$0-$286.0K2026-11-04
Fiduciary Alliance LLC
CLOSED0957-957-100%$285.2K$0-$285.2K2026-10-13
Convergence Financial, LLC
CLOSED0954-954-100%$284.2K$0-$284.2K2026-10-27
Alessandra Capital Management, LLC
CLOSED0940-940-100%$280.0K$0-$280.0K2026-10-30
Wealth Management Partners, LLC
CLOSED0915-915-100%$272.6K$0-$272.6K2026-10-21
Seelaus Asset Management LLC
CLOSED0900-900-100%$268.1K$0-$268.1K2026-10-14
Souders Financial Advisors
CLOSED0859-859-100%$255.9K$0-$255.9K2026-11-03
Amarillo National Bank
CLOSED0850-850-100%$253.2K$0-$253.2K2026-10-23
Odyssey Capital Advisors, Inc.
CLOSED0838-838-100%$249.6K$0-$249.6K2026-10-26
RIA Advisory Group LLC
CLOSED0820-820-100%$244.3K$0-$244.3K2026-10-15
Revisor Wealth Management LLC
CLOSED0805-805-100%$240.0K$0-$240.0K2026-10-20
Collaborative Fund Advisors, LLC
CLOSED0795-795-100%$236.8K$0-$236.8K2026-11-02
Provident Living Financial Services, Inc.
CLOSED0775-775-100%$230.9K$0-$230.9K2026-11-03
Teamwork Financial Advisors, LLC
CLOSED0772-772-100%$230.0K$0-$230.0K2026-10-19
Keudell ison Wealth Management
CLOSED0752-752-100%$224.0K$0-$224.0K2026-10-16
Capstone Wealth Management Group, Inc.
CLOSED0750-750-100%$223.4K$0-$223.4K2026-10-19
TruNorth Capital Management, LLC
CLOSED0748-748-100%$222.8K$0-$222.8K2026-10-14
CogentBlue Wealth Advisors, LLC
CLOSED0741-741-100%$220.7K$0-$220.7K2026-10-09
FAI Advisors, Inc.
CLOSED0737-737-100%$219.5K$0-$219.5K2026-10-27
Bath Savings Trust Co
CLOSED0736-736-100%$219.2K$0-$219.2K2026-10-07
Edgemoor Investment Advisors, Inc.
CLOSED0725-725-100%$216.0K$0-$216.0K2026-11-03
Berkeley, Inc
CLOSED0718-718-100%$213.9K$0-$213.9K2026-10-20
Vision Capital Management, Inc.
CLOSED0717-717-100%$213.6K$0-$213.6K2026-10-20
Waters Parkerson & Co., LLC
CLOSED0707-707-100%$210.6K$0-$210.6K2026-11-04
Fogel Capital Management, Inc.
CLOSED0702-702-100%$209.1K$0-$209.1K2026-11-04
Winthrop Advisory Group LLC
CLOSED0700-700-100%$208.4K$0-$208.4K2026-10-22
Financial Symmetry Inc
CLOSED0700-700-100%$208.5K$0-$208.5K2026-10-06
WJ Wealth Management, LLC
CLOSED0700-700-100%$208.5K$0-$208.5K2026-11-03
Forvis Mazars Wealth Advisors, LLC
CLOSED0699-699-100%$208.2K$0-$208.2K2026-10-13
Essex Bank
CLOSED0696-696-100%$207.3K$0-$207.3K2026-10-16
Riverbend Wealth Management, LLC
CLOSED0688-688-100%$205.0K$0-$205.0K2026-10-15
Kavar Capital Partners Group, LLC
CLOSED0686-686-100%$204.4K$0-$204.4K2026-11-06
Baldwin Wealth Partners LLC
CLOSED0683-683-100%$203.5K$0-$203.5K2026-10-13
Ehrlich Financial Group
CLOSED0679-679-100%$202.3K$0-$202.3K2026-10-20
JB Capital LLC
CLOSED0678-678-100%$201.9K$0-$201.9K2026-10-19
MCF Advisors LLC
CLOSED0387-387-100%$115.3K$0-$115.3K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED0378-378-100%$112.6K$0-$112.6K2026-10-26
Wellington Grp LLC
CLOSED0361-361-100%$35.8K$0-$35.8K2026-11-06
Solstein Capital, LLC
CLOSED0263-263-100%$78.3K$0-$78.3K2026-11-02
Cornerstone Planning Group LLC
CLOSED0207-207-100%$43.7K$0-$43.7K2026-10-16
Founders Capital Management
CLOSED0200-200-100%$59.6K$0-$59.6K2026-10-13
LifeSteps Financial, Inc.
CLOSED0108-108-100%$32.2K$0-$32.2K2026-10-15
Towne Trust Company, N.a
CLOSED061-61-100%$18.2K$0-$18.2K2026-10-28
Pilgrim Partners Asia Pte Ltd
CLOSED060-60-100%$17.9K$0-$17.9K2026-10-29
Strategic Wealth Advisors LLC
CLOSED052-52-100%$4$0-$42026-11-06
Community Financial Services Group, LLC
CLOSED050-50-100%$13.6K$0-$13.6K2026-10-15
Whipplewood Advisors, LLC
CLOSED044-44-100%$13.1K$0-$13.1K2026-10-20
Trust Co of Toledo NA
CLOSED043-43-100%$12.8K$0-$12.8K2026-10-16
NBT Bank, N.A.
CLOSED027-27-100%$8.0K$0-$8.0K2026-10-21
Brooklyn FI, LLC
CLOSED025-25-100%$5.3K$0-$5.3K2026-11-05
RMG Wealth Management LLC
CLOSED015-15-100%$3.3K$0-$3.3K2026-10-26
Robinswood Financial LLC
CLOSED010-10-100%$3.0K$0-$3.0K2026-10-20
CKW Financial Group
CLOSED08-8-100%$2$0-$22026-10-29
Noble Wealth Management PBC
CLOSED06-6-100%$1.8K$0-$1.8K2026-10-01
Evolution Advisers, Inc.
CLOSED02-2-100%$0$0$02026-11-06
Kingdom Financial Group Llc.
UNCHANGED000—$5$4-$12026-11-04
BlackRock, Inc.
N/A—85,641,174-85,641,174-100%$25.5B———
Vanguard Capital Management LLC
N/A—57,898,902-57,898,902-100%$17.2B———
FMR LLC
N/A—56,933,063-56,933,063-100%$17.0B———
State Street Corp
N/A—41,834,272-41,834,272-100%$12.5B———
Invesco Ltd.
N/A—30,285,653-30,285,653-100%$9.0B———
Vanguard Portfolio Management LLC
N/A—21,015,501-21,015,501-100%$6.3B———
Goldman Sachs Group Inc
N/A—14,700,948-14,700,948-100%$4.4B———
Norges Bank
N/A—14,201,483-14,201,483-100%$4.2B———
JPMorgan Chase & Co
N/A—13,891,628-13,891,628-100%$3.9B———
Price T Rowe Associates Inc
N/A—13,833,088-13,833,088-100%$4.1B———
Van Eck Associates Corp
N/A—13,129,366-13,129,366-100%$3.9B———
UBS Asset Management Americas LLC
N/A—9,120,029-9,120,029-100%$2.7B———
Ameriprise Financial Inc
N/A—9,096,728-9,096,728-100%$2.7B———
Bank of America Corp
N/A—8,754,223-8,754,223-100%$2.6B———
Morgan Stanley
N/A—8,687,235-8,687,235-100%$2.6B———
Northern Trust Corp
N/A—8,561,975-8,561,975-100%$2.6B———
SG Americas Securities, LLC
N/A—7,803,650-7,803,650-100%$2.3B———
Franklin Resources Inc
N/A—5,988,099-5,988,099-100%$1.8B———
UBS Group AG
N/A—5,863,014-5,863,014-100%$1.7B———
Legal & General Group Plc
N/A—5,849,563-5,849,563-100%$1.7B———
Charles Schwab Investment Management Inc
N/A—5,225,664-5,225,664-100%$1.6B———
Vanguard Fiduciary Trust Co
N/A—5,047,876-5,047,876-100%$1.5B———
Rafferty Asset Management, LLC
N/A—4,090,492-4,090,492-100%$1.2B———
HSBC Holdings PLC
N/A—3,871,406-3,871,406-100%$1.2B———
Nuveen, LLC
N/A—3,780,512-3,780,512-100%$1.1B———
National Bank of Canada
N/A—3,360,134-3,360,134-100%$1.0B———
Capital Research Global Investors
N/A—3,085,747-3,085,747-100%$919.2M———
Cantor Fitzgerald, L. P.
N/A—2,896,855-2,896,855-100%$862.9M———
National Pension Service
N/A—2,796,524-2,796,524-100%$833.1M———
Primecap Management Co
N/A—2,757,995-2,757,995-100%$821.6M———
Wells Fargo & Company
N/A—2,662,731-2,662,731-100%$793.2M———
Nordea Investment Management AB
N/A—2,650,874-2,650,874-100%$779.9M———
Royal Bank of Canada
N/A—2,649,277-2,649,277-100%$789.2M———
Canada Pension Plan Investment Board
N/A—2,547,453-2,547,453-100%$758.9M———
D. E. Shaw & Co., Inc.
N/A—2,504,623-2,504,623-100%$746.1M———
Swiss National Bank
N/A—2,404,703-2,404,703-100%$716.3M———
BNP Paribas Asset Management Holding S.A.
N/A—2,025,678-2,025,678-100%$603.3M———
Susquehanna International Group, LLP
N/A—2,010,549-2,010,549-100%$598.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,981,185-1,981,185-100%$587.6M———
First Trust Advisors LP
N/A—1,946,266-1,946,266-100%$579.8M———
Marex Group Ltd
N/A—1,933,202-1,933,202-100%$575.9M———
California Public Employees Retirement System
N/A—1,911,352-1,911,352-100%$569.4M———
Mizuho Markets Cayman LP
N/A—1,900,891-1,900,891-100%$566.3M———
Vanguard Global Advisers, LLC
N/A—1,897,219-1,897,219-100%$565.2M———
Brown Advisory Inc
N/A—1,854,207-1,854,207-100%$552.4M———
Boston Partners
N/A—1,751,787-1,751,787-100%$514.9M———
Vanguard Asset Management, Ltd
N/A—1,689,549-1,689,549-100%$503.3M———
Rhumbline Advisers
N/A—1,499,652-1,499,652-100%$446.7M———
Raymond James Financial Inc
N/A—1,378,189-1,378,189-100%$410.5M———
FIL Ltd
N/A—1,371,307-1,371,307-100%$408.5M———
Manufacturers Life Insurance Company, the
N/A—1,323,705-1,323,705-100%$394.3M———
Neuberger Berman Group LLC
N/A—1,321,907-1,321,907-100%$393.5M———
California State Teachers Retirement System
N/A—1,292,788-1,292,788-100%$385.1M———
Jupiter Topco LLC
N/A—1,278,184-1,278,184-100%$380.7M———
Jane Street Group, LLC
N/A—1,228,627-1,228,627-100%$366.0M———
Stifel Financial Corp
N/A—1,183,565-1,183,565-100%$352.6M———
Polar Capital Holdings Plc
N/A—1,066,260-1,066,260-100%$317.6M———
Alliancebernstein L.P.
N/A—1,059,065-1,059,065-100%$104.9M———
Bank of Nova Scotia
N/A—1,057,131-1,057,131-100%$314.9M———
Koch, Inc.
N/A—1,000,000-1,000,000-100%$297.9M———
New York State Common Retirement Fund
N/A—983,698-983,698-100%$293.0M———
Bank of Montreal
N/A—958,829-958,829-100%$285.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—895,414-895,414-100%$265.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—878,726-878,726-100%$261.8M———
Toronto Dominion Bank
N/A—825,614-825,614-100%$245.9M———
Clal Insurance Enterprises Holdings Ltd
N/A—755,000-755,000-100%$224.9M———
Danske Bank A/S
N/A—753,132-753,132-100%$224.4M———
State Board of Administration of Florida Retirement System
N/A—752,290-752,290-100%$224.1M———
Aviva PLC
N/A—749,310-749,310-100%$223.2M———
Adage Capital Partners GP, L.L.C.
N/A—745,800-745,800-100%$222.2M———
Wellington Management Group LLP
N/A—694,426-694,426-100%$206.9M———
Tidal Investments LLC
N/A—685,886-685,886-100%$204.3M———
Schroder Investment Management Group
N/A—678,242-678,242-100%$202.0M———
Evergreen Quality Fund GP, Ltd.
N/A—677,631-677,631-100%$201.9M———
AQR Capital Management LLC
N/A—663,380-663,380-100%$192.3M———
1832 Asset Management L.P.
N/A—662,760-662,760-100%$197.4M———
Impax Asset Management Group plc
N/A—660,285-660,285-100%$196.7M———
APG Asset Management N.V.
N/A—647,571-647,571-100%$168.7M———
TD Asset Management Inc
N/A—647,155-647,155-100%$192.8M———
Korea Investment Corp
N/A—644,726-644,726-100%$192.1M———
Victory Capital Management Inc
N/A—643,019-643,019-100%$191.5M———
CIBC World Market Inc.
N/A—641,955-641,955-100%$191.2M———
Prudential Financial Inc
N/A—621,161-621,161-100%$185.0M———
Marshall Wace, LLP
N/A—605,363-605,363-100%$180.3M———
Ensign Peak Advisors, Inc
N/A—558,306-558,306-100%$166.3M———
Acadian Asset Management LLC
N/A—544,798-544,798-100%$162.3M———
Blair William & Co
N/A—530,549-530,549-100%$158.0M———
Mizuho Markets Americas LLC
N/A—526,767-526,767-100%$156.9M———
CIBC Bancorp USA Inc.
N/A—523,034-523,034-100%$155.7M———
Clear Street Group Inc.
N/A—516,700-516,700-100%$153.9M———
Renaissance Technologies LLC
N/A—505,425-505,425-100%$150.6M———
BIT Capital GmbH
N/A—504,075-504,075-100%$150.2M———
Guggenheim Capital LLC
N/A—493,203-493,203-100%$146.9M———
Nomura Asset Management Co LTD
N/A—488,422-488,422-100%$145.5M———
Envestnet Asset Management Inc
N/A—480,456-480,456-100%$143.1M———
State of Wisconsin Investment Board
N/A—478,038-478,038-100%$142.4M———
Nissay Asset Management Corp N
N/A—470,523-470,523-100%$140.2M———
Caisse de Depot ET Placement DU Quebec
N/A—468,485-468,485-100%$139.6M———
Heard Capital LLC
N/A—447,977-447,977-100%$133.4M———
Penserra Capital Management LLC
N/A—445,024-445,024-100%$132.6M———
Vanguard Investments Australia, Ltd.
N/A—436,875-436,875-100%$130.1M———
Royal London Asset Management LTD
N/A—435,902-435,902-100%$129.9M———
CI Investments Inc.
N/A—431,100-431,100-100%$128.4M———
Banco Santander, S.A.
N/A—425,132-425,132-100%$126.6M———
Defiance ETFs, LLC
N/A—423,990-423,990-100%$115.3M———
Chevy Chase Trust Holdings, LLC
N/A—422,775-422,775-100%$125.9M———
Handelsbanken Fonder AB
N/A—421,088-421,088-100%$125.4K———
Mitsubishi UFJ Trust & Banking Corp
N/A—408,524-408,524-100%$121.7M———
Bristol John W & Co Inc
N/A—404,529-404,529-100%$120.5M———
Storebrand Asset Management AS
N/A—399,151-399,151-100%$118.9M———
Lazard Asset Management LLC
N/A—392,422-392,422-100%$116.9M———
Think Investments LP
N/A—390,954-390,954-100%$116.5M———
KLP Kapitalforvaltning AS
N/A—390,739-390,739-100%$116.4M———
TCW Group Inc
N/A—389,776-389,776-100%$116.1M———
Northwestern Mutual Wealth Management Co
N/A—382,348-382,348-100%$113.9M———
Osaic Holdings, Inc.
N/A—378,958-378,958-100%$112.9M———
Citadel Advisors LLC
N/A—378,401-378,401-100%$112.7M———
Glenmede Trust Co NA
N/A—372,303-372,303-100%$110.9M———
Treasurer of the State of North Carolina
N/A—371,557-371,557-100%$110.7M———
RK Capital Management, LLC
N/A—370,000-370,000-100%$110.2M———
Credit Agricole S A
N/A—363,871-363,871-100%$108.4M———
Quantinno Capital Management LP
N/A—359,017-359,017-100%$106.9M———
E Fund Management Co., Ltd.
N/A—352,311-352,311-100%$104.9M———
Man Group plc
N/A—351,247-351,247-100%$104.6M———
Cetera Investment Advisers
N/A—349,807-349,807-100%$104.2M———
Analog Century Management LP
N/A—349,599-349,599-100%$104.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—349,077-349,077-100%$104.0M———
Vaughan Nelson Investment Management, L.P.
N/A—348,304-348,304-100%$103.8M———
Mufg Securities Emea plc
N/A—344,450-344,450-100%$102.6M———
Public Employees Retirement System of Ohio
N/A—341,019-341,019-100%$101.6M———
Millennium Management LLC
N/A—335,928-335,928-100%$100.1M———
Teacher Retirement System of Texas
N/A—322,821-322,821-100%$96.2M———
CloudAlpha Capital Management Limited Kong
N/A—315,200-315,200-100%$93.9M———
SEI Investments Co
N/A—314,126-314,126-100%$93.6M———
ING Groep NV
N/A—309,205-309,205-100%$92.1M———
HighTower Advisors, LLC
N/A—306,089-306,089-100%$91.2M———
State of Tennessee, Department of Treasury
N/A—299,623-299,623-100%$89.3M———
Allianz Asset Management GmbH
N/A—292,252-292,252-100%$87.1M———
Tairen Capital Ltd
N/A—288,880-288,880-100%$86.1M———
Focus Partners Wealth
N/A—287,603-287,603-100%$85.7M———
Weiss Asset Management LP
N/A—286,219-286,219-100%$85.3M———
Tredje Ap-fonden
N/A—280,859-280,859-100%$83.7M———
Public Sector Pension Investment Board
N/A—275,129-275,129-100%$82.0M———
Davis R M Inc
N/A—267,159-267,159-100%$79.6M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—262,580-262,580-100%$78.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—261,399-261,399-100%$77.9M———
Oversea-Chinese Banking Corp Ltd
N/A—259,225-259,225-100%$71.4M———
Tocqueville Asset Management L.P.
N/A—259,159-259,159-100%$77.2M———
Resona Asset Management Co.,Ltd.
N/A—252,786-252,786-100%$74.2M———
Cerity Partners LLC
N/A—247,552-247,552-100%$73.7M———
NZS Capital, LLC
N/A—244,432-244,432-100%$72.8M———
Holocene Advisors, LP
N/A—242,900-242,900-100%$72.4M———
Jones Financial Companies Lllp
N/A—240,995-240,995-100%$64.3M———
Nomura Holdings Inc
N/A—239,302-239,302-100%$71.3M———
MetLife Investment Management, LLC
N/A—234,515-234,515-100%$69.9M———
DnB Asset Management AS
N/A—233,435-233,435-100%$69.5M———
Orbis Allan Gray Ltd
N/A—229,717-229,717-100%$68.4M———
Tudor Investment Corp ET AL
N/A—224,400-224,400-100%$66.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—220,226-220,226-100%$65.6M———
Walleye Capital LLC
N/A—214,732-214,732-100%$64.0M———
Rockefeller Capital Management L.P.
N/A—214,605-214,605-100%$63.9M———
Keystone Investors PTE LTD
N/A—213,933-213,933-100%$63.7M———
Alta Park Capital, LP
N/A—213,865-213,865-100%$63.7M———
Life Cycle Investment Partners Ltd
N/A—211,740-211,740-100%$63.1M———
Pacer Advisors, Inc.
N/A—205,810-205,810-100%$61.3M———
Natixis Advisors, LLC
N/A—204,813-204,813-100%$61.0M———
Mariner, LLC
N/A—202,282-202,282-100%$60.2M———
Voya Investment Management LLC
N/A—200,384-200,384-100%$59.7M———
Erste Asset Management GmbH
N/A—197,824-197,824-100%$55.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—193,664-193,664-100%$57.4M———
Vinva Investment Management Ltd
N/A—190,861-190,861-100%$53.0M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—189,623-189,623-100%$56.5M———
Group One Trading LLC
N/A—186,955-186,955-100%$55.7M———
Janney Montgomery Scott LLC
N/A—185,294-185,294-100%$55.2M———
Quarry LP
N/A—185,070-185,070-100%$55.1M———
Bridgewater Associates, LP
N/A—181,176-181,176-100%$54.0M———
Danica Pension, Livsforsikringsaktieselskab
N/A—181,040-181,040-100%$53.9M———
USS Investment Management Ltd
N/A—172,407-172,407-100%$51.3M———
Vident Advisory, LLC
N/A—171,791-171,791-100%$51.2M———
Munro Partners
N/A—171,565-171,565-100%$51.1M———
Federated Hermes, Inc.
N/A—171,552-171,552-100%$51.1M———
Stanley Capital Management, LLC
N/A—166,000-166,000-100%$49.4M———
Hhlr Advisors, Ltd.
N/A—162,933-162,933-100%$48.5M———
Woodline Partners LP
N/A—159,765-159,765-100%$47.6M———
Gotham Asset Management, LLC
N/A—158,727-158,727-100%$47.3M———
Harvest Fund Management Co., Ltd
N/A—158,266-158,266-100%$47.0M———
Pinnacle Financial Partners, Inc.
N/A—152,470-152,470-100%$45.4M———
Commerce Bank
N/A—150,607-150,607-100%$44.9M———
Jump Financial, LLC
N/A—149,890-149,890-100%$44.7M———
QRG Capital Management, Inc.
N/A—141,942-141,942-100%$42.3M———
Punch & Associates Investment Management, Inc.
N/A—140,873-140,873-100%$42.0M———
Macquarie Group LTD
N/A—138,528-138,528-100%$41.3M———
MML Investors Services, LLC
N/A—134,852-134,852-100%$40.2M———
Empowered Funds, LLC
N/A—134,050-134,050-100%$39.9M———
Varma Mutual Pension Insurance Co
N/A—133,058-133,058-100%$39.6M———
Utah Retirement Systems
N/A—132,438-132,438-100%$39.5M———
Police & Firemen's Retirement System of New Jersey
N/A—131,069-131,069-100%$39.0M———
Baird Financial Group, Inc.
N/A—130,887-130,887-100%$39.0M———
California First Leasing Corp
N/A—130,800-130,800-100%$39.0M———
Captrust Financial Advisors
N/A—127,842-127,842-100%$38.1M———
British Columbia Investment Management Corp
N/A—127,770-127,770-100%$38.1M———
Azimuth Capital Investment Management LLC
N/A—127,414-127,414-100%$38.0M———
Wealthfront Advisers LLC
N/A—125,070-125,070-100%$37.3M———
Federation des caisses Desjardins du Quebec
N/A—125,069-125,069-100%$37.3M———
Pathstone Holdings, LLC
N/A—123,395-123,395-100%$36.8M———
Segall Bryant & Hamill, LLC
N/A—123,265-123,265-100%$36.7M———
&partners
N/A—123,062-123,062-100%$36.7M———
American Century Companies Inc
N/A—122,437-122,437-100%$36.5M———
Clearbridge Investments, LLC
N/A—118,931-118,931-100%$35.4M———
IEQ Capital, LLC
N/A—116,839-116,839-100%$34.8M———
First National Bank of Omaha
N/A—116,746-116,746-100%$32.7M———
Arax Advisory Partners
N/A—116,222-116,222-100%$34.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—114,925-114,925-100%$34.2M———
Worldquant Millennium Advisors LLC
N/A—114,177-114,177-100%$34.0M———
O'shaughnessy Asset Management, LLC
N/A—113,636-113,636-100%$33.9M———
Capitolis Liquid Global Markets LLC
N/A—112,000-112,000-100%$33.4M———
Westwood Holdings Group Inc
N/A—110,011-110,011-100%$32.8M———
Public Employees Retirement Association of Colorado
N/A—107,792-107,792-100%$32.1M———
LMR Partners LLP
N/A—105,348-105,348-100%$31.4M———
Vanguard Personalized Indexing Management, LLC
N/A—105,141-105,141-100%$31.3M———
NewEdge Advisors, LLC
N/A—104,723-104,723-100%$31.2M———
Two Sigma Investments, LP
N/A—102,923-102,923-100%$30.7M———
Andra Ap-fonden
N/A—101,507-101,507-100%$30.2M———
Shelton Capital Management
N/A—97,769-97,769-100%$29.1M———
Tower Research Capital LLC (TRC)
N/A—96,433-96,433-100%$28.7M———
Nan Shan Life Insurance Co., Ltd.
N/A—96,321-96,321-100%$28.7M———
Prudential PLC
N/A—94,615-94,615-100%$28.2M———
Voloridge Investment Management, LLC
N/A—92,799-92,799-100%$27.6M———
Mercer Global Advisors Inc
N/A—92,187-92,187-100%$27.5M———
NFJ Investment Group, LLC
N/A—88,814-88,814-100%$26.5M———
Allstate Corp
N/A—86,848-86,848-100%$25.9M———
Pinebridge Investments LLC
N/A—86,325-86,325-100%$25.7M———
Elo Mutual Pension Insurance Co
N/A—85,281-85,281-100%$25.4M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—84,648-84,648-100%$25.2M———
M&T Bank Corp
N/A—82,240-82,240-100%$24.5M———
Metis Global Partners, LLC
N/A—81,969-81,969-100%$24.4M———
Picton Mahoney Asset Management
N/A—81,195-81,195-100%$24.2M———
Squarepoint Ops LLC
N/A—80,853-80,853-100%$24.1M———
Scotia Capital Inc.
N/A—80,173-80,173-100%$23.9M———
Sanctuary Advisors, LLC
N/A—79,926-79,926-100%$23.8M———
Tiaa Wealth Investment Management LLC
N/A—77,997-77,997-100%$23.2M———
Berkshire Capital Holdings Inc
N/A—76,080-76,080-100%$22.7M———
Flputnam Investment Management Co
N/A—75,930-75,930-100%$22.6M———
Private Advisor Group, LLC
N/A—75,927-75,927-100%$22.6M———
Northwest & Ethical Investments L.P.
N/A—74,312-74,312-100%$22.1M———
Paradigm Capital Management Inc
N/A—71,600-71,600-100%$21.3M———
EP Wealth Advisors, LLC
N/A—71,092-71,092-100%$21.2M———
Rothschild Investment LLC
N/A—69,497-69,497-100%$20.7M———
Teachers Retirement System of the State of Kentucky
N/A—69,000-69,000-100%$20.6M———
Mizuho Securities USA LLC
N/A—68,546-68,546-100%$20.4M———
Norinchukin Bank, The
N/A—68,114-68,114-100%$20.3M———
M.D. Sass, LLC
N/A—67,899-67,899-100%$20.2M———
Walleye Trading LLC
N/A—66,086-66,086-100%$19.7M———
Equitable Holdings, Inc.
N/A—65,521-65,521-100%$19.5M———
Daiichi Life Insurance Co., Ltd.
N/A—64,701-64,701-100%$19.3M———
World Investment Advisors
N/A—63,485-63,485-100%$6.6M———
Robinhood Asset Management, LLC
N/A—62,726-62,726-100%$18.7M———
Omers Administration Corp
N/A—62,211-62,211-100%$18.5M———
Stonebridge Capital Advisors LLC
N/A—61,629-61,629-100%$18.4M———
Mediolanum International Funds Ltd
N/A—61,264-61,264-100%$17.0M———
Voleon Capital Management LP
N/A—61,179-61,179-100%$18.2M———
BNP Paribas
N/A—61,155-61,155-100%$18.2M———
Marco Investment Management LLC
N/A—60,000-60,000-100%$17.9M———
Saudi Central Bank
N/A—59,682-59,682-100%$17.8M———
Investment Management Corp of Ontario
N/A—58,954-58,954-100%$17.6M———
Ingalls & Snyder LLC
N/A—58,793-58,793-100%$17.5M———
Waverly Advisors, LLC
N/A—58,652-58,652-100%$17.5M———
Atika Capital Management LLC
N/A—58,000-58,000-100%$17.3M———
NWK Group, Inc.
N/A—57,895-57,895-100%$17.2M———
AE Wealth Management LLC
N/A—57,705-57,705-100%$17.2M———
Oddo BHF Asset Management SAS
N/A—54,989-54,989-100%$16.4M———
First Washington Corp
N/A—54,548-54,548-100%$16.2M———
Verition Fund Management LLC
N/A—54,425-54,425-100%$16.2M———
Soros Fund Management LLC
N/A—53,962-53,962-100%$16.1M———
Kentucky Retirement Systems
N/A—53,441-53,441-100%$15.9M———
PDT Partners, LLC
N/A—53,000-53,000-100%$15.8M———
LOS Angeles Capital Management LLC
N/A—52,589-52,589-100%$15.7M———
Cresset Asset Management, LLC
N/A—51,818-51,818-100%$15.4M———
Rathbones Group PLC
N/A—51,344-51,344-100%$15.3M———
Advisory Services Network, LLC
N/A—51,155-51,155-100%$15.2M———
Avalon Global Asset Management LLC
N/A—50,000-50,000-100%$14.9M———
Summit Financial, LLC
N/A—49,583-49,583-100%$14.8M———
Needham Investment Management LLC
N/A—48,250-48,250-100%$14.4M———
Broadleaf Partners, LLC
N/A—47,243-47,243-100%$14.1M———
Lombard Odier Asset Management (Switzerland) SA
N/A—46,676-46,676-100%$13.9M———
Clark Capital Management Group, Inc.
N/A—46,459-46,459-100%$13.8M———
Melqart Asset Management (UK) Ltd
N/A—46,079-46,079-100%$13.7M———
LGT Group Foundation
N/A—44,953-44,953-100%$13.4M———
LHM, Inc.
N/A—44,680-44,680-100%$13.3M———
Himension Capital (Singapore) Pte. Ltd.
N/A—44,521-44,521-100%$13.3M———
Advent International, L.P.
N/A—44,305-44,305-100%$13.2M———
Steward Partners Investment Advisory, LLC
N/A—43,110-43,110-100%$12.8M———
Stratos Wealth Partners, Ltd.
N/A—42,657-42,657-100%$12.7M———
Lord, Abbett & Co. LLC
N/A—42,500-42,500-100%$12.7M———
Harber Asset Management LLC
N/A—42,200-42,200-100%$12.6M———
LGT Fund Management Co Ltd.
N/A—42,072-42,072-100%$12.5M———
Citizens Business Bank
N/A—40,884-40,884-100%$12.2M———
Intech Investment Management LLC
N/A—40,641-40,641-100%$12.1M———
Beacon Pointe Advisors, LLC
N/A—40,498-40,498-100%$12.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—40,390-40,390-100%$12.0M———
Armistice Capital, LLC
N/A—39,978-39,978-100%$11.9M———
DJE Kapital AG
N/A—39,882-39,882-100%$11.3M———
Ameritas Investment Partners, Inc.
N/A—39,236-39,236-100%$11.7M———
Optiver Holding B.V.
N/A—38,934-38,934-100%$11.6M———
Aptus Capital Advisors, LLC
N/A—38,863-38,863-100%$11.6M———
Arkadios Wealth Advisors
N/A—38,483-38,483-100%$11.5M———
Pallas Capital Advisors LLC
N/A—38,202-38,202-100%$11.4M———
Independent Advisor Alliance
N/A—38,057-38,057-100%$11.3M———
Bank OZK
N/A—37,688-37,688-100%$11.2M———
Palumbo Wealth Management LLC
N/A—37,632-37,632-100%$11.2M———
Dnca Finance
N/A—36,900-36,900-100%$11.0M———
Rokos Capital Management LLP
N/A—36,786-36,786-100%$11.0M———
Texas Yale Capital Corp.
N/A—36,553-36,553-100%$10.9M———
Morningstar Investment Management LLC
N/A—36,076-36,076-100%$3.6M———
Silicon Valley Capital Partners
N/A—35,015-35,015-100%$10.4M———
Flow Traders U.S. LLC
N/A—34,442-34,442-100%$10.3M———
Fora Capital, LLC
N/A—34,370-34,370-100%$10.2M———
Stephens Inc
N/A—34,355-34,355-100%$10.2M———
Caprock Group, LLC
N/A—34,264-34,264-100%$10.2M———
Siemens Fonds Invest GmbH
N/A—33,992-33,992-100%$10.1M———
Pine Valley Investments Ltd Liability Co
N/A—33,570-33,570-100%$10.0M———
Blue Sparrow, LLC
N/A—32,000-32,000-100%$9.5M———
Resolute Advisors LLC
N/A—31,900-31,900-100%$9.5M———
Horizon Investments, LLC
N/A—31,464-31,464-100%$9.4M———
Nicholas Investment Partners, LP
N/A—31,435-31,435-100%$9.4M———
Stevens Capital Management LP
N/A—31,061-31,061-100%$9.3M———
Orion Porfolio Solutions, LLC
N/A—30,190-30,190-100%$9.0M———
CSM Advisors, LLC
N/A—30,113-30,113-100%$9.0M———
Banque Cantonale Vaudoise
N/A—29,488-29,488-100%$8.8M———
Inspire Advisors, LLC
N/A—29,283-29,283-100%$8.7M———
Occudo Quantitative Strategies LP
N/A—28,766-28,766-100%$8.6M———
Bleakley Financial Group, LLC
N/A—28,613-28,613-100%$8.5M———
Itau Unibanco Holding S.A.
N/A—28,592-28,592-100%$8.5M———
Sequoia Financial Advisors, LLC
N/A—28,530-28,530-100%$8.5M———
Phoenix Financial Ltd.
N/A—28,176-28,176-100%$8.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—28,071-28,071-100%$8.4M———
Truvestments Capital LLC
N/A—27,568-27,568-100%$8.2M———
Mission Creek Capital Partners, Inc.
N/A—26,902-26,902-100%$8.0M———
Mufg Securities Americas Inc.
N/A—26,370-26,370-100%$7.9M———
Panagora Asset Management Inc
N/A—26,360-26,360-100%$7.9M———
Totem Point Management, LLC
N/A—26,039-26,039-100%$7.8M———
Ameritas Advisory Services, LLC
N/A—25,965-25,965-100%$7.7M———
Field & Main Bank
N/A—25,461-25,461-100%$7.6M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—25,064-25,064-100%$7.5M———
Wealthspire Advisors, LLC
N/A—24,898-24,898-100%$7.4M———
Intrepid Financial Planning Group LLC
N/A—24,500-24,500-100%$7.3M———
Revere Asset Management, Inc
N/A—24,100-24,100-100%$7.2M———
IMA Advisory Services, Inc.
N/A—23,837-23,837-100%$7.1M———
Resources Management Corp
N/A—23,592-23,592-100%$7.0M———
Elequin Capital, LP
N/A—23,554-23,554-100%$7.0M———
Deepwater Asset Management, LLC
N/A—23,492-23,492-100%$7.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—23,037-23,037-100%$6.9M———
Sona Asset Management (US) LLC
N/A—23,000-23,000-100%$6.9M———
NS Partners Ltd
N/A—22,720-22,720-100%$6.8M———
Summit Trail Advisors, LLC
N/A—22,474-22,474-100%$6.7M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—22,177-22,177-100%$6.6M———
Snowden Capital Advisors LLC
N/A—22,155-22,155-100%$6.6M———
Thoroughbred Financial Services, LLC
N/A—22,101-22,101-100%$6.6M———
Centaurus Financial, Inc.
N/A—22,085-22,085-100%$6.6M———
F/m Investments LLC
N/A—21,768-21,768-100%$6.5M———
Canada Post Corp Registered Pension Plan
N/A—21,000-21,000-100%$6.3M———
Wahed Invest LLC
N/A—20,759-20,759-100%$6.2M———
Balyasny Asset Management L.P.
N/A—20,595-20,595-100%$6.1M———
Vestcor Inc
N/A—20,422-20,422-100%$6.1M———
Murchinson Ltd.
N/A—20,000-20,000-100%$6.0M———
Callan Family Office, LLC
N/A—19,987-19,987-100%$6.0M———
Groupe la Francaise
N/A—19,973-19,973-100%$5.9M———
Mutual Advisors, LLC
N/A—19,896-19,896-100%$5.9M———
CreativeOne Wealth, LLC
N/A—19,717-19,717-100%$5.9M———
Global Retirement Partners, LLC
N/A—19,696-19,696-100%$5.9M———
KP Management LLC
N/A—19,500-19,500-100%$5.8M———
Triton Financial Group Inc
N/A—19,269-19,269-100%$5.7M———
PFG Investments, LLC
N/A—18,934-18,934-100%$5.6M———
Meeder Advisory Services, Inc.
N/A—18,733-18,733-100%$5.6M———
Integrated Wealth Concepts LLC
N/A—18,540-18,540-100%$5.5M———
Avenir Tech Ltd
N/A—18,344-18,344-100%$5.5M———
Ostrum Asset Management
N/A—18,219-18,219-100%$5.4M———
Jupiter Asset Management LTD
N/A—17,450-17,450-100%$5.2M———
United Capital Financial Advisors, LLC
N/A—17,450-17,450-100%$5.2M———
Fiduciary Trust Co
N/A—17,120-17,120-100%$5.1M———
Envestnet Portfolio Solutions, Inc.
N/A—16,958-16,958-100%$5.1M———
Dorsey & Whitney Trust Co LLC
N/A—16,873-16,873-100%$5.0M———
Bessemer Group Inc
N/A—16,826-16,826-100%$5.0M———
KR Capital LP
N/A—16,816-16,816-100%$5.0M———
Fund Advisors of America Inc
N/A—16,523-16,523-100%$4.9M———
Ossiam
N/A—16,239-16,239-100%$4.8M———
Aft, Forsyth & Sober, LLC
N/A—16,200-16,200-100%$1.6M———
Hantz Financial Services, Inc.
N/A—16,104-16,104-100%$4.8M———
CastleKnight Management LP
N/A—15,800-15,800-100%$4.7M———
OneAscent Financial Services LLC
N/A—15,629-15,629-100%$4.7M———
Red Door Wealth Management, LLC
N/A—15,118-15,118-100%$4.5M———
NewEdge Wealth, LLC
N/A—14,925-14,925-100%$4.4M———
Hodges Capital Management Inc.
N/A—14,852-14,852-100%$4.4M———
Ancora Advisors LLCA
N/A—14,703-14,703-100%$4.4M———
New Insight Wealth Advisors
N/A—14,511-14,511-100%$4.3M———
Coldstream Capital Management Inc
N/A—14,171-14,171-100%$4.2M———
Meeder Asset Management Inc
N/A—14,086-14,086-100%$4.2M———
Frec Markets, Inc.
N/A—13,827-13,827-100%$4.1M———
Westmount Partners, LLC
N/A—13,807-13,807-100%$4.1M———
Polymer Capital Management (US) LLC
N/A—13,793-13,793-100%$4.1M———
Main Management ETF Advisors, LLC
N/A—13,736-13,736-100%$4.1M———
Allianz SE
N/A—13,523-13,523-100%$4.0M———
Hilltop Holdings Inc.
N/A—13,522-13,522-100%$4.0M———
Point72 Asset Management, L.P.
N/A—13,500-13,500-100%$4.0M———
IHT Wealth Management, LLC
N/A—13,320-13,320-100%$4.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—13,221-13,221-100%$3.9M———
Westfield Capital Management Co LP
N/A—13,193-13,193-100%$3.9M———
Moneta Group Investment Advisors LLC
N/A—13,136-13,136-100%$3.9M———
Vestmark Advisory Solutions, Inc.
N/A—12,970-12,970-100%$3.9M———
MAI Capital Management
N/A—12,923-12,923-100%$3.8M———
MainStreet Investment Advisors LLC
N/A—12,801-12,801-100%$3.8M———
Migdal Insurance & Financial Holdings Ltd.
N/A—12,710-12,710-100%$3.7M———
Connective Capital Management, LLC
N/A—12,580-12,580-100%$3.7M———
Meiji Yasuda Life Insurance Co
N/A—12,554-12,554-100%$3.7M———
Principal Securities, Inc.
N/A—12,517-12,517-100%$3.7M———
BFC Planning, Inc.
N/A—12,503-12,503-100%$3.7M———
Pinnbrook Capital Management LP
N/A—12,500-12,500-100%$3.7M———
L & S Advisors Inc
N/A—12,454-12,454-100%$3.7M———
Harbour Investments, Inc.
N/A—12,221-12,221-100%$3.6M———
Kingsview Wealth Management, LLC
N/A—12,184-12,184-100%$3.6M———
Westpac Banking Corp
N/A—12,172-12,172-100%$3.6M———
SIG Brokerage, LP
N/A—12,061-12,061-100%$3.6M———
1ST Source Bank
N/A—11,956-11,956-100%$3.6M———
Seeds Investor LLC
N/A—11,940-11,940-100%$3.6M———
Shay Capital LLC
N/A—11,800-11,800-100%$3.5M———
Discovery Capital Management, LLC / CT
N/A—11,796-11,796-100%$3.5M———
Camarda Financial Advisors, LLC
N/A—11,677-11,677-100%$3.5M———
Sargent Investment Group, LLC
N/A—11,554-11,554-100%$3.4M———
Sound View Wealth Advisors Group, LLC
N/A—11,451-11,451-100%$3.4M———
Virtus Investment Advisers, LLC
N/A—11,394-11,394-100%$3.4M———
Boothbay Fund Management, LLC
N/A—11,374-11,374-100%$3.4M———
Van Hulzen Asset Management, LLC
N/A—11,013-11,013-100%$3.3M———
Sassicaia Capital Advisers LLC
N/A—10,808-10,808-100%$3.2M———
Atom Investors LP
N/A—10,628-10,628-100%$3.2M———
S&CO Inc
N/A—10,573-10,573-100%$3.1M———
River Wealth Advisors LLC
N/A—10,505-10,505-100%$3.1M———
Encore Global Management, LP
N/A—10,500-10,500-100%$3.1M———
WCG Wealth Advisors LLC
N/A—10,431-10,431-100%$3.1M———
Geneos Wealth Management Inc.
N/A—10,358-10,358-100%$3.1M———
Addison Capital Co
N/A—10,313-10,313-100%$3.1M———
Highview Capital Management LLC
N/A—10,198-10,198-100%$3.0M———
Dynasty Wealth Management, LLC
N/A—10,113-10,113-100%$3.0M———
Baldwin Investment Management, LLC
N/A—10,071-10,071-100%$3.0M———
Argent Trust Co
N/A—9,952-9,952-100%$3.0M———
Insigneo Advisory Services, LLC
N/A—9,682-9,682-100%$2.9M———
Fort Sheridan Advisors LLC
N/A—9,515-9,515-100%$2.8M———
Gladstone Institutional Advisory LLC
N/A—9,490-9,490-100%$2.8M———
Intrinsic Edge Capital Management LLC
N/A—9,483-9,483-100%$2.8M———
OneDigital Investment Advisors LLC
N/A—9,458-9,458-100%$2.8M———
Western Wealth Management, LLC
N/A—9,443-9,443-100%$2.8M———
Great Valley Advisor Group, Inc.
N/A—9,289-9,289-100%$2.8M———
ABN Amro Bank N.V.
N/A—9,264-9,264-100%$2.8M———
Qtron Investments LLC
N/A—9,199-9,199-100%$2.7M———
Z3 Capital Partners, LLC
N/A—9,136-9,136-100%$2.7M———
CMT Capital Markets Trading GmbH
N/A—9,055-9,055-100%$2.7M———
Bluefin Capital Management, LLC
N/A—9,009-9,009-100%$2.7M———
Balance Capital Partners L.P.
N/A—9,000-9,000-100%$2.7M———
Banque Transatlantique SA
N/A—8,953-8,953-100%$2.6M———
Ballentine Partners, LLC
N/A—8,941-8,941-100%$2.7M———
Neo Ivy Capital Management
N/A—8,904-8,904-100%$2.7M———
Maridea Wealth Management LLC
N/A—8,889-8,889-100%$2.6M———
Intesa Sanpaolo S.p.A.
N/A—8,824-8,824-100%$2.6M———
South Plains Financial, Inc.
N/A—8,669-8,669-100%$2.6M———
Kovack Advisors, Inc.
N/A—8,620-8,620-100%$2.4M———
PCM Encore, LLC
N/A—8,554-8,554-100%$2.5M———
Mosaic Family Wealth Partners, LLC
N/A—8,539-8,539-100%$2.5M———
Paradiem, LLC
N/A—8,388-8,388-100%$2.5M———
Townsquare Capital LLC
N/A—8,361-8,361-100%$2.5M———
Vega Investment Solutions
N/A—8,343-8,343-100%$2.5M———
Hancock Whitney Corp
N/A—8,242-8,242-100%$2.5M———
Belpointe Asset Management LLC
N/A—8,186-8,186-100%$2.4M———
Fortress Private Ledger, LLC
N/A—8,161-8,161-100%$2.4M———
17 Capital Partners, LLC
N/A—8,090-8,090-100%$2.4M———
Brown Brothers Harriman & Co
N/A—7,821-7,821-100%$2.3M———
McLaughlin Asset Management, Inc.
N/A—7,820-7,820-100%$2.3M———
Greykasell Wealth Strategies, Inc.
N/A—7,660-7,660-100%$2.3M———
Yarger Wealth Strategies, LLC
N/A—7,573-7,573-100%$1.8M———
Old North State Trust, LLC
N/A—7,552-7,552-100%$2.3M———
Geneva Capital Management LLC
N/A—7,540-7,540-100%$2.2M———
Next Century Growth Investors LLC
N/A—7,539-7,539-100%$2.2M———
Moore Capital Management, LP
N/A—7,500-7,500-100%$2.2M———
Feynman Point Asset Management LLC
N/A—7,440-7,440-100%$2.2M———
Burling Wealth Partners, LLC
N/A—7,360-7,360-100%$2.2M———
NorthRock Partners, LLC
N/A—7,287-7,287-100%$2.2M———
Massachusetts Financial Services Co
N/A—7,270-7,270-100%$2.2M———
Fayez Sarofim & Co
N/A—7,211-7,211-100%$2.1M———
Focus Partners Advisor Solutions, LLC
N/A—7,203-7,203-100%$2.1M———
German American Bancorp, Inc.
N/A—7,188-7,188-100%$2.1M———
Aimz Investment Advisors, LLC
N/A—7,181-7,181-100%$2.1M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—7,153-7,153-100%$2.1M———
Goldstream Capital Management Ltd
N/A—7,002-7,002-100%$2.1M———
Capstone Investment Advisors, LLC
N/A—6,898-6,898-100%$2.1M———
Southeast Asset Advisors, LLC
N/A—6,891-6,891-100%$2.1M———
Alpine Woods Capital Investors, LLC
N/A—6,842-6,842-100%$2.0M———
Stance Capital LLC
N/A—6,819-6,819-100%$2.0M———
Pitcairn Wealth Advisors LLC
N/A—6,813-6,813-100%$2.0M———
North Dallas Bank & Trust Co
N/A—6,808-6,808-100%$2.0M———
Savvy Advisors, Inc.
N/A—6,790-6,790-100%$2.0M———
Foundations Investment Advisors, LLC
N/A—6,788-6,788-100%$2.0M———
Forefront Wealth Partners, LLC
N/A—6,787-6,787-100%$2.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,553-6,553-100%$2.0M———
Twin Capital Management Inc
N/A—6,463-6,463-100%$1.9M———
Johnson Investment Counsel Inc
N/A—6,462-6,462-100%$1.9M———
Central Asset Investments & Management Holdings (HK) Ltd
N/A—6,382-6,382-100%$1.9M———
Smartleaf Asset Management LLC
N/A—6,373-6,373-100%$1.8M———
J. Goldman & Co LP
N/A—6,333-6,333-100%$1.9M———
Headinvest, LLC
N/A—6,305-6,305-100%$1.9M———
Advisors Capital Management, LLC
N/A—6,228-6,228-100%$1.9M———
Curi Capital, LLC
N/A—6,211-6,211-100%$1.9M———
Octavia Wealth Advisors, LLC
N/A—6,116-6,116-100%$1.8M———
Science & Technology Partners, L.P.
N/A—6,092-6,092-100%$1.8M———
Huntington National Bank
N/A—6,082-6,082-100%$1.8M———
Integrated Quantitative Investments LLC
N/A—6,062-6,062-100%$1.8M———
Rehmann Capital Advisory Group
N/A—5,973-5,973-100%$1.8M———
Lombard Odier Asset Management (Europe) Ltd
N/A—5,950-5,950-100%$1.8M———
Benchmark Investment Advisors LLC
N/A—5,902-5,902-100%$1.8M———
South Dakota Investment Council
N/A—5,800-5,800-100%$1.7M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—5,670-5,670-100%$1.7M———
Kerrisdale Advisers, LLC
N/A—5,636-5,636-100%$1.7M———
Main Street Financial Solutions, LLC
N/A—5,621-5,621-100%$1.7M———
GMT Capital Corp
N/A—5,600-5,600-100%$1.7M———
Osmosis Investment Management UK Ltd
N/A—5,404-5,404-100%$1.6M———
Nwam LLC
N/A—5,403-5,403-100%$1.6M———
Anther Capital Ltd
N/A—5,380-5,380-100%$1.6M———
Zacks Investment Management
N/A—5,331-5,331-100%$1.6M———
Rogco, LP
N/A—5,272-5,272-100%$1.6M———
West Michigan Advisors, LLC
N/A—5,257-5,257-100%$1.6M———
JT Stratford LLC
N/A—5,246-5,246-100%$1.6M———
Faithward Advisors, LLC
N/A—5,233-5,233-100%$1.6M———
Sumitomo Mitsui Financial Group, Inc.
N/A—5,217-5,217-100%$1.6M———
Range Advisory, LLC
N/A—5,204-5,204-100%$1.6M———
Advisory Alpha, LLC
N/A—5,180-5,180-100%$1.5M———
Kerr Financial Planning Corp
N/A—5,106-5,106-100%$1.5M———
Advisors Asset Management, Inc.
N/A—5,079-5,079-100%$1.5M———
Tejara Capital Ltd
N/A—5,000-5,000-100%$1.5M———
L2 Asset Management, LLC
N/A—4,988-4,988-100%$1.5M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—4,950-4,950-100%$1.5M———
Symmetry Investments LP
N/A—4,909-4,909-100%$1.5M———
Fosun International Ltd
N/A—4,890-4,890-100%$1.5M———
EFG International AG
N/A—4,873-4,873-100%$1.5M———
Alta Wealth Advisors LLC
N/A—4,818-4,818-100%$1.4M———
Crawford Investment Counsel Inc
N/A—4,778-4,778-100%$1.4M———
Pure Financial Advisors, LLC
N/A—4,714-4,714-100%$1.4M———
Prelude Capital Management, LLC
N/A—4,677-4,677-100%$1.4M———
Commerzbank Aktiengesellschaft
N/A—4,670-4,670-100%$1.4M———
Bellwether Advisors, LLC
N/A—4,642-4,642-100%$1.4M———
AXQ Capital, LP
N/A—4,623-4,623-100%$1.4M———
Orion Capital Management LLC
N/A—4,604-4,604-100%$1.4M———
Sumitomo Life Insurance Co
N/A—4,595-4,595-100%$1.4M———
Fukoku Mutual Life Insurance Co
N/A—4,563-4,563-100%$1.4M———
Fortis Capital Advisors, LLC
N/A—4,552-4,552-100%$1.4M———
FWL Investment Management, LLC
N/A—4,542-4,542-100%$1.4M———
Benjamin Edwards Inc
N/A—4,525-4,525-100%$1.3M———
Essex Financial Services, Inc.
N/A—4,517-4,517-100%$1.3M———
Quantbot Technologies LP
N/A—4,440-4,440-100%$1.3M———
Fidelis Capital Partners, LLC
N/A—4,421-4,421-100%$1.3M———
Driehaus Capital Management LLC
N/A—4,413-4,413-100%$1.3M———
Smith, Moore & Co.
N/A—4,411-4,411-100%$1.3M———
Modus Advisors, LLC
N/A—4,408-4,408-100%$1.3M———
Impact Partnership Wealth, LLC
N/A—4,380-4,380-100%$1.3M———
Brookwood Investment Group LLC
N/A—4,367-4,367-100%$1.3M———
Kirtland Hills Capital Management, LLC
N/A—4,337-4,337-100%$1.3M———
Mcguire Capital Advisors Inc
N/A—4,275-4,275-100%$1.3M———
Whetstone Capital Advisors, LLC
N/A—4,238-4,238-100%$1.3M———
Maverick Capital LTD
N/A—4,226-4,226-100%$1.3M———
Drive Wealth Management, LLC
N/A—4,192-4,192-100%$1.2M———
Checchi Capital Advisers, LLC
N/A—4,168-4,168-100%$1.2M———
Mayflower Financial Advisors, LLC
N/A—4,128-4,128-100%$1.2M———
Hirtle & Co., LLC
N/A—4,113-4,113-100%$1.2M———
SGL Investment Advisors, Inc.
N/A—4,102-4,102-100%$855.5K———
FWG Holdings, LLC
N/A—4,081-4,081-100%$792.7K———
Edmond de Rothschild Holding S.A.
N/A—4,016-4,016-100%$1.2M———
Galaxy Digital Inc.
N/A—4,000-4,000-100%$1.2M———
Modern Wealth Management, LLC
N/A—3,966-3,966-100%$1.2M———
AdvisorShares Investments LLC
N/A—3,960-3,960-100%$1.2M———
Waterloo Capital, L.P.
N/A—3,931-3,931-100%$1.2M———
USA Financial Formulas
N/A—3,906-3,906-100%$1.2M———
Bridges Investment Management Inc
N/A—3,900-3,900-100%$1.2M———
Howe & Rusling Inc
N/A—3,898-3,898-100%$1.2M———
Xcelsior Advisor Partners LLC
N/A—3,874-3,874-100%$1.2M———
Holderness Investments Co
N/A—3,837-3,837-100%$1.1M———
FourThought Financial Partners, LLC
N/A—3,837-3,837-100%$1.1M———
Ground Swell Capital, LLC
N/A—3,817-3,817-100%$1.1M———
Advyzon Investment Management, LLC
N/A—3,810-3,810-100%$1.1M———
AlTi Global, Inc.
N/A—3,739-3,739-100%$1.1M———
GTS Securities LLC
N/A—3,738-3,738-100%$1.1M———
Gallagher Fiduciary Advisors, LLC
N/A—3,722-3,722-100%$1.1M———
Wayfinding Financial, LLC
N/A—3,717-3,717-100%$1.1M———
Cary Street Partners Financial LLC
N/A—3,711-3,711-100%$1.1M———
NorthCoast Asset Management LLC
N/A—3,703-3,703-100%$1.1M———
Harvey Capital Management Inc
N/A—3,700-3,700-100%$1.1M———
Cedar Wealth Management, LLC
N/A—3,671-3,671-100%$1.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,652-3,652-100%$1.1M———
Grandeur Peak Global Advisors, LLC
N/A—3,631-3,631-100%$1.1M———
American Financial Advisors, LLC
N/A—3,622-3,622-100%$1.1M———
Monolith Management Ltd
N/A—3,600-3,600-100%$1.1M———
Berkeley Capital Partners, LLC
N/A—3,544-3,544-100%$1.1M———
LM Advisors LLC
N/A—3,531-3,531-100%$1.0K———
GeoWealth Management, LLC
N/A—3,516-3,516-100%$1.0M———
Performance Wealth Partners, LLC
N/A—3,515-3,515-100%$1.0M———
Altshuler Shaham Ltd
N/A—3,502-3,502-100%$1.0M———
Retirement Planning Group, LLC / NY
N/A—3,491-3,491-100%$1.0M———
HighPoint Advisor Group LLC
N/A—3,487-3,487-100%$1.0M———
JAT Capital Mgmt LP
N/A—3,485-3,485-100%$1.0M———
O'Neil Global Advisors, Inc.
N/A—3,439-3,439-100%$1.0M———
Monetta Financial Services Inc
N/A—3,400-3,400-100%$1.0M———
Ardmore Road Asset Management LP
N/A—3,400-3,400-100%$1.0M———
Cypress Capital Management LLC (WY)
N/A—3,396-3,396-100%$1.0M———
LaSalle St. Investment Advisors, LLC
N/A—3,378-3,378-100%$1.0M———
Circle Wealth Management, LLC
N/A—3,374-3,374-100%$1.0M———
Per Stirling Capital Management, Llc.
N/A—3,324-3,324-100%$990.1K———
Brevan Howard Capital Management LP
N/A—3,321-3,321-100%$989.3K———
Stratos Wealth Advisors, LLC
N/A—3,317-3,317-100%$988.3K———
RWA Wealth Partners, LLC
N/A—3,314-3,314-100%$987.3K———
Proficio Capital Partners LLC
N/A—3,281-3,281-100%$977.3K———
LRI Investments, LLC
N/A—3,280-3,280-100%$977.0K———
AustralianSuper Pty Ltd
N/A—3,264-3,264-100%$972.3K———
Quotient Wealth Partners, LLC
N/A—3,243-3,243-100%$966.0K———
Gamco Investors, Inc. ET AL
N/A—3,241-3,241-100%$965.5K———
Freestone Capital Holdings, LLC
N/A—3,232-3,232-100%$963.1K———
Corient IA LP
N/A—3,220-3,220-100%$959.2K———
Cambria Investment Management, L.P.
N/A—3,210-3,210-100%$956.2K———
TRB Wealth Management, LLC
N/A—3,203-3,203-100%$954.1K———
Keel Point, LLC
N/A—3,178-3,178-100%$946.7K———
SlateStone Wealth, LLC
N/A—3,172-3,172-100%$945.0K———
Evolve Private Wealth, LLC
N/A—3,168-3,168-100%$943.8K———
Keebeck Wealth Management
N/A—3,139-3,139-100%$935.2K———
Leavell Investment Management, Inc.
N/A—3,136-3,136-100%$934.2K———
Rothschild Wealth LLC
N/A—3,128-3,128-100%$931.9K———
SageView Advisory Group, LLC
N/A—3,128-3,128-100%$932.0K———
Ausdal Financial Partners, Inc.
N/A—3,111-3,111-100%$926.7K———
Ellevest, Inc.
N/A—3,111-3,111-100%$799.1K———
Transcend Capital Advisors, LLC
N/A—3,103-3,103-100%$924.2K———
Daner Wealth Management, LLC
N/A—3,081-3,081-100%$684.5K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—3,078-3,078-100%$916.9K———
Twin Tree Management, LP
N/A—3,069-3,069-100%$914.2K———
Anatole Investment Management Ltd
N/A—3,061-3,061-100%$911.8K———
Kintra Wealth, LLC
N/A—3,055-3,055-100%$678.8K———
Markin Volterra Fund LP
N/A—3,028-3,028-100%$902.0K———
Lionhunter Capital Management, LLC
N/A—3,000-3,000-100%$893.7K———
DSM Capital Partners LLC
N/A—2,941-2,941-100%$876.1K———
Infrastructure Capital Advisors, LLC
N/A—2,937-2,937-100%$874.9K———
Bridgewater Advisors Inc.
N/A—2,880-2,880-100%$558.1K———
First Manhattan Co. Llc.
N/A—2,864-2,864-100%$853.2K———
Sandler Capital Management
N/A—2,800-2,800-100%$834.1K———
BlackDiamond Wealth Management, LLC
N/A—2,791-2,791-100%$582.1K———
RED Reef Advisors LLC
N/A—2,783-2,783-100%$829.0K———
Concentrum Wealth Management
N/A—2,773-2,773-100%$826.0K———
Edgestream Partners, L.P.
N/A—2,766-2,766-100%$824.0K———
West Family Investments, Inc.
N/A—2,759-2,759-100%$821.9K———
Heartland Bank & Trust Co
N/A—2,724-2,724-100%$811.5K———
Coastal Bridge Advisors, LLC
N/A—2,716-2,716-100%$809.2K———
Skandinaviska Enskilda Banken AB (publ)
N/A—2,700-2,700-100%$803.6K———
Prospect Financial Services LLC
N/A—2,683-2,683-100%$799.2K———
Optas, LLC
N/A—2,657-2,657-100%$791.5K———
Composition Wealth, LLC
N/A—2,627-2,627-100%$782.4K———
CVA Family Office, LLC
N/A—2,616-2,616-100%$779.4K———
Fourth Dimension Wealth, LLC
N/A—2,608-2,608-100%$776.9K———
Syon Capital LLC
N/A—2,600-2,600-100%$774.5K———
Nomura Asset Management International Inc.
N/A—2,600-2,600-100%$775.0K———
Knightsbridge Asset Management, LLC
N/A—2,592-2,592-100%$772.1K———
Sunflower Bank, N.A.
N/A—2,558-2,558-100%$762.0K———
IAM Advisory, LLC
N/A—2,511-2,511-100%$748.0K———
Petra Financial Advisors Inc
N/A—2,511-2,511-100%$748.0K———
Caldwell Sutter Capital, Inc.
N/A—2,488-2,488-100%$741.2K———
Advocacy Wealth Management, LLC
N/A—2,455-2,455-100%$731.3K———
AssuredPartners Investment Advisors, LLC
N/A—2,442-2,442-100%$727.5K———
Whalerock Point Partners, LLC
N/A—2,435-2,435-100%$725.4K———
Storgate, LLC
N/A—2,435-2,435-100%$725.4K———
Persistent Asset Partners Ltd
N/A—2,421-2,421-100%$721.2K———
Quent Capital, LLC
N/A—2,420-2,420-100%$721.0K———
EMC Capital Management
N/A—2,400-2,400-100%$496———
Thompson David Blair
N/A—2,385-2,385-100%$710.5K———
Carr Financial Group Corp
N/A—2,379-2,379-100%$708.7K———
Ethos Financial Group, LLC
N/A—2,361-2,361-100%$385.8K———
J. M. Brown & Associates Inc.
N/A—2,360-2,360-100%$703.0K———
Cyber Hornet ETFs LLC
N/A—2,359-2,359-100%$702.7K———
Kera Capital Partners, Inc.
N/A—2,351-2,351-100%$700.4K———
Florida Financial Advisors, LLC
N/A—2,335-2,335-100%$695.8K———
IFG Advisory, LLC
N/A—2,319-2,319-100%$690.8K———
Chesapeake Wealth Management
N/A—2,298-2,298-100%$684.6K———
Strategic Wealth Partners, Ltd.
N/A—2,284-2,284-100%$680.4K———
Cape ANN Savings Bank
N/A—2,245-2,245-100%$668.8K———
Bouchey Financial Group, Ltd.
N/A—2,239-2,239-100%$667.0K———
Wall Street Financial Group, Inc.
N/A—2,230-2,230-100%$664.3K———
SOA Wealth Advisors, Llc.
N/A—2,218-2,218-100%$660.7K———
MJP Associates Inc
N/A—2,207-2,207-100%$657.4K———
EWA, LLC
N/A—2,198-2,198-100%$654.7K———
Baader Bank Aktiengesellschaft
N/A—2,186-2,186-100%$651.2K———
Smithfield Trust Co
N/A—2,182-2,182-100%$650.0K———
Empirical Asset Management, LLC
N/A—2,142-2,142-100%$638.2K———
Emerald Investment Advisers, LLC
N/A—2,135-2,135-100%$636.0K———
Keystone Financial Services, LLC
N/A—2,119-2,119-100%$631.3K———
One Wealth Management Investment & Advisory Services, LLC
N/A—2,119-2,119-100%$631.2K———
Severin Investments, LLC
N/A—2,102-2,102-100%$626.3K———
Purpose Unlimited Inc.
N/A—2,043-2,043-100%$608.6K———
Round Rock Advisors LLC
N/A—2,040-2,040-100%$607.7K———
Betterment LLC
N/A—2,028-2,028-100%$604.0K———
Stephens Investment Management Group LLC
N/A—2,007-2,007-100%$597.9K———
Graham Capital Management, L.P.
N/A—2,006-2,006-100%$597.6K———
Canal Capital Management, LLC
N/A—1,997-1,997-100%$594.9K———
FLC Capital Advisors
N/A—1,984-1,984-100%$591.0K———
Granite Bay Wealth Management, LLC
N/A—1,976-1,976-100%$588.0K———
Sienna Gestion
N/A—1,933-1,933-100%$542.9K———
Buffalo Business & Estate Services LTD
N/A—1,921-1,921-100%$572.2K———
Tradition Wealth Management, LLC
N/A—1,920-1,920-100%$572.0K———
BSW Wealth Partners
N/A—1,917-1,917-100%$571.1K———
Nicolet Bankshares Inc
N/A—1,913-1,913-100%$476.9K———
Greenwich Wealth Management LLC
N/A—1,904-1,904-100%$567.0K———
Signet Private Wealth LLC
N/A—1,903-1,903-100%$567.0K———
Waddell & Associates, LLC
N/A—1,886-1,886-100%$561.8K———
Reliant Investment Partners, LLC
N/A—1,874-1,874-100%$558.3K———
Christine Messmer PC
N/A—1,871-1,871-100%$557.3K———
Whittier Trust Co
N/A—1,863-1,863-100%$464.4K———
Greenline Wealth Management LLC
N/A—1,833-1,833-100%$546.0K———
Legato Capital Management LLC
N/A—1,813-1,813-100%$540.1K———
Chilton Investment Co Inc.
N/A—1,809-1,809-100%$538.9K———
Laffer Tengler Investments, Inc.
N/A—1,800-1,800-100%$536.2K———
Apriem Advisors
N/A—1,800-1,800-100%$536.2K———
Continuum Advisory, LLC
N/A—1,789-1,789-100%$533.0K———
FCA Corp
N/A—1,785-1,785-100%$531.7K———
Two Sigma Securities, LLC
N/A—1,779-1,779-100%$529.9K———
Millington Financial Advisors, LLC
N/A—1,777-1,777-100%$335.3K———
Blackstone Inc.
N/A—1,749-1,749-100%$521.0K———
Northwest Bancshares, Inc.
N/A—1,749-1,749-100%$521.0K———
Clarendon Private LLC
N/A—1,730-1,730-100%$515.4K———
Hollencrest Capital Management
N/A—1,719-1,719-100%$512.1K———
Fi3 Financial Advisors, LLC
N/A—1,710-1,710-100%$285.1K———
First American Trust, FSB
N/A—1,707-1,707-100%$508.6K———
MOR Wealth Management, LLC
N/A—1,705-1,705-100%$507.9K———
Horizon Family Wealth, Inc.
N/A—1,704-1,704-100%$507.6K———
Khazanah Nasional Berhad
N/A—1,703-1,703-100%$507.3K———
Calton & Associates, Inc.
N/A—1,702-1,702-100%$507.1K———
Keynote Financial Services LLC
N/A—1,698-1,698-100%$505.8K———
Coppell Advisory Solutions LLC
N/A—1,684-1,684-100%$698.4K———
Cambient Family Office, LLC
N/A—1,678-1,678-100%$499.8K———
Sovereign Financial Group, Inc.
N/A—1,673-1,673-100%$498.4K———
Drucker Wealth 3.0, LLC
N/A—1,665-1,665-100%$496.0K———
Greenland Capital Management LP
N/A—1,661-1,661-100%$494.8K———
CFO4Life Group, LLC
N/A—1,661-1,661-100%$494.8K———
Integrated Investment Consultants, LLC
N/A—1,659-1,659-100%$494.2K———
Mpwm Advisory Solutions, LLC
N/A—1,656-1,656-100%$493.4K———
Beaton Management Co. Inc.
N/A—1,652-1,652-100%$492.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,648-1,648-100%$490.9K———
Ponta Wealth Partners, LLC
N/A—1,632-1,632-100%$486.2K———
Kickstand Ventures, Llc.
N/A—1,631-1,631-100%$485.9K———
Vienna Asset Management LLC
N/A—1,630-1,630-100%$485.6K———
Tripletail Wealth Management, LLC
N/A—1,623-1,623-100%$398.1K———
Cofg Advisors, LLC
N/A—1,623-1,623-100%$483.4K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,581-1,581-100%$333.6K———
Atlantic Union Bankshares Corp
N/A—1,573-1,573-100%$468.5K———
Safeguard Investment Advisory Group, LLC
N/A—1,565-1,565-100%$466.1K———
Navalign, LLC
N/A—1,537-1,537-100%$457.9K———
Advance Capital Management, Inc.
N/A—1,518-1,518-100%$452.2K———
Capital Advisors Inc
N/A—1,516-1,516-100%$451.6K———
Empower Advisory Group, LLC
N/A—1,511-1,511-100%$450.1K———
ST Germain D J Co Inc
N/A—1,510-1,510-100%$449.8K———
Pinnacle Family Advisors, LLC
N/A—1,500-1,500-100%$446.8K———
Birchcreek Wealth Management, LLC
N/A—1,479-1,479-100%$440.6K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—1,474-1,474-100%$439.1K———
Voya Financial Advisors, Inc.
N/A—1,470-1,470-100%$408.3K———
Bluebird Wealth Management LLC
N/A—1,465-1,465-100%$436.4K———
Monetary Management Group Inc
N/A—1,450-1,450-100%$431.9K———
Avant Capital LLC
N/A—1,427-1,427-100%$425.2K———
Intellectus Partners, LLC
N/A—1,427-1,427-100%$425.1K———
SHP Wealth Management
N/A—1,426-1,426-100%$424.8K———
Naviter Wealth, LLC
N/A—1,424-1,424-100%$424.2K———
Aventura Private Wealth, LLC
N/A—1,414-1,414-100%$421.1K———
Legacy Financial Advisors, Inc.
N/A—1,391-1,391-100%$414.4K———
Regal Investment Advisors LLC
N/A—1,389-1,389-100%$413.8K———
Synergy Investment Management, LLC
N/A—1,388-1,388-100%$404.2K———
Sagewood Asset Management LP
N/A—1,380-1,380-100%$411.1K———
Compass Capital Corp
N/A—1,373-1,373-100%$300.9K———
Prosperity Consulting Group, LLC
N/A—1,360-1,360-100%$405.1K———
Napier Financial, LLC
N/A—1,349-1,349-100%$402.0K———
Alan B Lancz & Associates, Inc.
N/A—1,347-1,347-100%$401.2K———
Planning Alternatives LTD
N/A—1,345-1,345-100%$400.7K———
Seldon Capital LP
N/A—1,342-1,342-100%$399.8K———
Cvfg LLC
N/A—1,320-1,320-100%$393.2K———
Perennial Investment Advisors, LLC
N/A—1,306-1,306-100%$389.2K———
American Money Management, LLC
N/A—1,300-1,300-100%$387.3K———
GSA Capital Partners LLP
N/A—1,271-1,271-100%$379.0K———
Everpar Advisors LLC
N/A—1,270-1,270-100%$378.3K———
Guardian Wealth Advisors, LLC / NC
N/A—1,264-1,264-100%$376.5K———
Pennington Partners & Co., LLC
N/A—1,255-1,255-100%$373.9K———
Atalanta Sosnoff Capital, LLC
N/A—1,246-1,246-100%$371.3K———
Bogart Wealth, LLC
N/A—1,240-1,240-100%$369.5K———
Innovative Asset Advisors Group, LLC
N/A—1,232-1,232-100%$367.0K———
Jackson Thornton Wealth Management, LLC
N/A—1,225-1,225-100%$364.9K———
NCM Capital Management, LLC
N/A—1,218-1,218-100%$362.8K———
Basecamp Wealth Advisors LLC
N/A—1,203-1,203-100%$358.3K———
Legacy Wealth Advisors, LLC
N/A—1,178-1,178-100%$350.9K———
STG Securities, LLC
N/A—1,178-1,178-100%$350.9K———
Financial Engines Advisors L.L.C.
N/A—1,176-1,176-100%$350.3K———
Magnolia Capital Advisors LLC
N/A—1,157-1,157-100%$344.7K———
Destination Wealth Management
N/A—1,138-1,138-100%$339.1K———
Wexford Capital LP
N/A—1,138-1,138-100%$339.0K———
Klcm Advisors, Inc.
N/A—1,130-1,130-100%$336.6K———
Manhattan West Asset Management, LLC
N/A—1,129-1,129-100%$336.3K———
Tulsa Wealth Advisors, Inc
N/A—1,125-1,125-100%$335.0K———
Glen Eagle Advisors, LLC
N/A—1,108-1,108-100%$330.2K———
CCG Wealth Management, LLC
N/A—1,106-1,106-100%$329.6K———
Mokan Wealth Management Inc.
N/A—1,093-1,093-100%$326.8K———
Planning Directions Inc
N/A—1,080-1,080-100%$321.7K———
Anchor Investment Management, LLC
N/A—1,078-1,078-100%$321.1K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,071-1,071-100%$319.1K———
Icon Wealth Advisors, LLC
N/A—1,054-1,054-100%$314.0K———
Centiva Capital, LP
N/A—1,054-1,054-100%$314.0K———
Fullerton Fund Management Co Ltd.
N/A—1,045-1,045-100%$311.3K———
New World Advisors LLC
N/A—1,037-1,037-100%$308.9K———
Fort Point Capital Partners LLC
N/A—1,034-1,034-100%$308.0K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—1,033-1,033-100%$307.7K———
AlphaGrep UK Ltd
N/A—1,030-1,030-100%$306.8K———
Optimus Capital Advisors, LLC
N/A—1,024-1,024-100%$305.0K———
FMB Wealth Management
N/A—1,018-1,018-100%$303.3K———
Strategic Investment Solutions, Inc.
N/A—1,011-1,011-100%$301.2K———
Leigh Baldwin & Co., LLC
N/A—1,010-1,010-100%$300.9K———
Douglass Winthrop Advisors, LLC
N/A—1,010-1,010-100%$300.9K———
Claris Advisors, LLC / MO /
N/A—1,009-1,009-100%$300.6K———
Beck Capital Management, LLC
N/A—1,004-1,004-100%$299.1K———
Cascade Wealth Advisors, Inc
N/A—1,000-1,000-100%$218.7K———
Lafayette Investments, Inc.
N/A—1,000-1,000-100%$297.9K———
Riverstone Advisors, LLC
N/A—1,000-1,000-100%$297.9K———
Peak Asset Management, LLC
N/A—1,000-1,000-100%$297.9K———
Bluespring Wealth Management, LLC
N/A—998-998-100%$297.2K———
Eaton Financial Holdings Company, LLC
N/A—998-998-100%$297.3K———
N.E.W. Advisory Services LLC
N/A—989-989-100%$294.6K———
Stonebrook Private Inc.
N/A—975-975-100%$290.4K———
Sfmg, LLC
N/A—972-972-100%$289.4K———
Odyssean, LLC
N/A—971-971-100%$289.3K———
Vista Investment Management
N/A—967-967-100%$288.1K———
Turner Financial Group, Inc.
N/A—956-956-100%$284.7K———
SageGuard Financial Group, LLC
N/A—953-953-100%$283.9K———
HHM Wealth Advisors, LLC
N/A—952-952-100%$283.6K———
Delta Investment Management, LLC
N/A—950-950-100%$283.1K———
Chatterton & Associates Inc.
N/A—945-945-100%$229.9K———
New Republic Capital, LLC
N/A—944-944-100%$281.2K———
Stonebridge Financial Group, LLC
N/A—943-943-100%$280.0K———
Magnetar Financial LLC
N/A—941-941-100%$280.3K———
Vines Capital Management, LLC
N/A—931-931-100%$277.3K———
Stonebridge Financial Group, LLC / MO
N/A—924-924-100%$275.3K———
Becker Capital Management Inc
N/A—924-924-100%$275.3K———
Spartan Wealth Advisory Services LLC
N/A—910-910-100%$271.2K———
One Wealth Advisors, LLC
N/A—908-908-100%$270.5K———
Gabelli Funds LLC
N/A—905-905-100%$269.6K———
Prudent Investors Network, Inc.
N/A—905-905-100%$269.6K———
Peapack Gladstone Financial Corp
N/A—903-903-100%$269.0K———
Bull Harbor Capital LLC
N/A—899-899-100%$267.8K———
Garden State Investment Advisory Services LLC
N/A—898-898-100%$267.4K———
Berger Financial Group, Inc
N/A—892-892-100%$265.8K———
Roundview Capital LLC
N/A—890-890-100%$265.1K———
Choate Investment Advisors
N/A—884-884-100%$263.3K———
Vantus Wealth LLC
N/A—863-863-100%$257.1K———
Matters Capital LLC
N/A—860-860-100%$256.2K———
Gateway Wealth Partners, LLC
N/A—852-852-100%$253.8K———
Tobias Financial Advisors, Inc.
N/A—848-848-100%$252.5K———
Dividend Assets Capital, LLC
N/A—834-834-100%$248.4K———
McGowan Group Asset Management, Inc.
N/A—826-826-100%$246.0K———
Jaffetilchin Investment Partners, LLC
N/A—822-822-100%$244.8K———
LeClair Wealth Partners LLC
N/A—816-816-100%$243.1K———
Summit Wealth Partners, LLC
N/A—815-815-100%$242.8K———
Eschler Asset Management LLP
N/A—800-800-100%$238.3K———
Simmons Bank
N/A—795-795-100%$236.8K———
one8zero8, LLC
N/A—793-793-100%$236.2K———
Cozad Asset Management Inc
N/A—785-785-100%$233.8K———
Jennison Associates LLC
N/A—781-781-100%$232.6K———
Pgim Custom Harvest LLC
N/A—780-780-100%$232.4K———
Twin Peaks Wealth Advisors, LLC
N/A—777-777-100%$231.5K———
GW&K Investment Management, LLC
N/A—775-775-100%$231.0K———
Kiley Juergens Wealth Management, LLC
N/A—763-763-100%$227.3K———
Haverford Trust Co
N/A—751-751-100%$223.7K———
Hershey Financial Advisers, LLC
N/A—741-741-100%$220.7K———
NorthStar Asset Management LLC
N/A—740-740-100%$220.4K———
Novare Capital Management LLC
N/A—738-738-100%$219.8K———
Markin Asset Management, LP
N/A—736-736-100%$219.2K———
Cary Street Partners Investment Advisory LLC
N/A—735-735-100%$219.0K———
Stock Yards Bank & Trust Co
N/A—732-732-100%$218.1K———
Meridian Wealth Partners, LLC
N/A—732-732-100%$218.2K———
SouthState Bank Corp
N/A—730-730-100%$217.5K———
Private Wealth Asset Management, LLC
N/A—728-728-100%$216.9K———
Atlanta Consulting Group Advisors, LLC
N/A—725-725-100%$216.0K———
Lbmc Investment Advisors, LLC
N/A—724-724-100%$215.7K———
Seaview Investment Managers LLC
N/A—706-706-100%$210.3K———
Cladis Investment Advisory, LLC
N/A—700-700-100%$208.5K———
Barnes Pettey Financial Advisors, LLC
N/A—700-700-100%$208.5K———
Sivia Capital Partners, LLC
N/A—697-697-100%$207.6K———
Trivium Point Advisory, LLC
N/A—691-691-100%$205.8K———
Capula Management Ltd
N/A—687-687-100%$204.7K———
Pursue Wealth Partners LLC
N/A—683-683-100%$203.5K———
Wealth Management Associates, Inc.
N/A—677-677-100%$201.8K———
Novus Advisors, LLC
N/A—676-676-100%$201.4K———
National Philanthropic Trust
N/A—675-675-100%$201.1K———
Aspire Growth Partners LLC
N/A—674-674-100%$200.7K———
McMillan Office, Inc.
N/A—630-630-100%$187.7K———
Keating Financial Advisory Services, Inc.
N/A—614-614-100%$182.9K———
ABS Investment Management LLC
N/A—596-596-100%$1.3M———
LOM Asset Management Ltd
N/A—585-585-100%$174.3K———
Hurricane Capital Advisors LLC
N/A—562-562-100%$167.4K———
Evelyn Partners Group Ltd
N/A—550-550-100%$163.8K———
Aspiring Ventures, LLC
N/A—538-538-100%$160.3K———
Prosperity Bancshares Inc
N/A—538-538-100%$160.3K———
Stelac Advisory Services LLC
N/A—534-534-100%$159.1K———
PIN OAK Investment Advisors Inc
N/A—528-528-100%$157.0K———
Transamerica Financial Advisors, LLC
N/A—525-525-100%$156.4K———
HighMark Wealth Management LLC
N/A—514-514-100%$153.1K———
Cohen & Steers, Inc.
N/A—500-500-100%$149.0K———
Marathon Trading Investment Management LLC
N/A—496-496-100%$147.8K———
Vision Retirement, LLC
N/A—490-490-100%$146.0K———
Fiduciary Financial Advisors
N/A—490-490-100%$144.5K———
Strategic Investment Advisors / MI
N/A—480-480-100%$143.0K———
NI Acquisitions Company, LLC
N/A—461-461-100%$137.3K———
Westfuller Advisors, LLC
N/A—420-420-100%$125.0K———
Sachetta, LLC
N/A—419-419-100%$124.8K———
Game Plan Financial Advisors, LLC
N/A—416-416-100%$123.9K———
HM Payson & Co
N/A—400-400-100%$119.2K———
Rialto Wealth Management, LLC
N/A—375-375-100%$111.6K———
MidFirst Bank
N/A—354-354-100%$105.5K———
Avalon Trust Co
N/A—339-339-100%$101.0K———
Kemnay Advisory Services Inc.
N/A—311-311-100%$92.6K———
Frazier Financial Advisors, LLC
N/A—307-307-100%$91.6K———
Capital Analysts, LLC
N/A—306-306-100%$91.0K———
Dogwood Wealth Management LLC
N/A—301-301-100%$89.7K———
Core Alternative Capital
N/A—300-300-100%$89.4K———
JPL Wealth Management, LLC
N/A—287-287-100%$85.5K———
Delta Asset Management LLC
N/A—275-275-100%$81.9K———
Motco
N/A—257-257-100%$76.6K———
Tidemark, LLC
N/A—252-252-100%$75.1K———
Whittier Trust Co of Nevada Inc
N/A—238-238-100%$54.9K———
Nova Wealth Management, Inc.
N/A—237-237-100%$70.6K———
Crewe Advisors LLC
N/A—230-230-100%$68.5K———
SBI Okasan Asset Management Co.Ltd.
N/A—225-225-100%$62.5K———
Cornerstone Financial Management LLC
N/A—213-213-100%$63.5K———
Prestige Wealth Management Group LLC
N/A—204-204-100%$60.8K———
Hartree Partners, LP
N/A—200-200-100%$59.6K———
Steigerwald, Gordon & Koch Inc.
N/A—194-194-100%$57.8K———
WealthCollab, LLC
N/A—189-189-100%$56.3K———
Quantum Portfolio Management LLC
N/A—179-179-100%$53.3K———
Sittner & Nelson, LLC
N/A—164-164-100%$48.9K———
Bartlett & Co. Wealth Management LLC
N/A—159-159-100%$47.4K———
NCP Inc.
N/A—150-150-100%$44.7K———
Financial Gravity Companies, Inc.
N/A—131-131-100%$39.0K———
Dunhill Financial, LLC
N/A—127-127-100%$37.8K———
RiverPark Advisors, LLC
N/A—124-124-100%$36.9K———
Roble, Belko & Company, Inc
N/A—123-123-100%$37.0K———
Cetera Trust Company, N.a
N/A—123-123-100%$36.6K———
Raffa Wealth Management, LLC
N/A—106-106-100%$31.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—105-105-100%$31.3K———
Heritage Wealth Advisors
N/A—103-103-100%$30.6K———
Leo H. Evart, Inc.
N/A—103-103-100%$30.7K———
TD Capital Management LLC
N/A—101-101-100%$30.1K———
MRP Capital Investments, LLC
N/A—100-100-100%$29.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—100-100-100%$29.8K———
Aberdeen Wealth Management LLC
N/A—100-100-100%$29.8K———
Lavaca Capital LLC
N/A—100-100-100%$29.8K———
Bruce G. Allen Investments, LLC
N/A—96-96-100%$28.6K———
Ogorek Anthony Joseph
N/A—89-89-100%$26———
C M Bidwell & Associates LTD
N/A—89-89-100%$26.5K———
Bank of the Bluegrass & Trust Co.
N/A—87-87-100%$23.0K———
Ankerstar Wealth, LLC
N/A—84-84-100%$25.0K———
Ameriflex Group, Inc.
N/A—81-81-100%$24.1K———
Swan Capital LLC
N/A—80-80-100%$23.8K———
Graney & King, LLC
N/A—70-70-100%$20.9K———
Vanguard National Trust Co
N/A—65-65-100%$19.4K———
Alpha Financial Advisors, LLC
N/A—61-61-100%$18.2K———
Medallion Wealth Advisors, LLC
N/A—61-61-100%$19.0K———
Anchor Bay Capital, Inc.
N/A—60-60-100%$12.5K———
Bravera Wealth
N/A—59-59-100%$17.6K———
S&T Bank
N/A—57-57-100%$17.0K———
Baillie Gifford & Co
N/A—55-55-100%$16.4K———
Tiaa Trust, National Association
N/A—55-55-100%$16.4K———
Beaird Harris Wealth Management, LLC
N/A—47-47-100%$13.9K———
Harborfront Financial Group LLC
N/A—41-41-100%$12.3K———
Kilter Group LLC
N/A—39-39-100%$11.6K———
Top Private Wealth Llc.
N/A—37-37-100%$11.0K———
Luminist Capital LLC
N/A—34-34-100%$10.1K———
Atomic Invest LLC
N/A—31-31-100%$8.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—30-30-100%$8.9K———
Sankala Group LLC
N/A—28-28-100%$6.0K———
HFM Investment Advisors, LLC
N/A—27-27-100%$8.0K———
Benson Wealth Management Inc
N/A—26-26-100%$7.7K———
CNB Bank
N/A—25-25-100%$7.4K———
1015 Capital Partners, LLC
N/A—25-25-100%$7.4K———
Jackson, Grant Investment Advisers, Inc.
N/A—22-22-100%$6.6K———
Marshall Investment Management, LLC
N/A—21-21-100%$6.3K———
Park Place Capital Corp
N/A—19-19-100%$5.7K———
Strive Financial Group,LLC
N/A—17-17-100%$5.1K———
Raelipskie Partnership
N/A—16-16-100%$4.8K———
Colonial Trust Co / SC
N/A—15-15-100%$4.6K———
Manning & Napier Advisors LLC
N/A—12-12-100%$3.3K———
Caitlin John, LLC
N/A—12-12-100%$3.6K———
Delos Wealth Advisors, LLC
N/A—10-10-100%$3.0K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—10-10-100%$3.0K———
Seneschal Advisors, LLC
N/A—7-7-100%$2.1K———
Atlantic Private Wealth, LLC
N/A—5-5-100%$1.5K———
Copia Wealth Management
N/A—3-3-100%$894———
Investors Portfolio Services LLC
N/A—3-3-100%$894———
VSM Wealth Advisory, LLC
N/A—3-3-100%$894———
Cordant, Inc.
N/A—2-2-100%$632———
Highland Investment Advisors LLC
N/A—1-1-100%$298———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—1-1-100%$298———
Darwin Wealth Management, LLC
N/A—00—$288———
Oakmont Advisory Group, LLC
N/A—00—$0———
Boreal Capital Management LLC
N/A—00—$333.3K———
Showing 2410 of 2410 institutions