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Mastercard Inc (MA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mastercard Foundation Asset Management Corp
DECREASED
Shares57,440,974 from 60,347,774
Change-2,906,800 (-5%)
Value$31.7B (+$682.4M)
Filed 2026-10-28
Geode Capital Management, LLC
INCREASED
Shares21,595,697 from 21,512,085
Change+83,612 (+0%)
Value$11.9B (+$856.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares6,670,251 from 6,976,165
Change-305,914 (-4%)
Value$3.7B (+$95.5M)
Filed 2026-11-05
Fisher Asset Management, LLC
INCREASED
Shares4,386,119 from 4,357,285
Change+28,834 (+1%)
Value$2.4B (+$180.9M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares4,291,971 from 4,265,521
Change+26,450 (+1%)
Value$2.4B (+$176.4M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares3,992,304 from 3,678,859
Change+313,445 (+9%)
Value$2.2B (+$312.2M)
Filed 2026-11-06
Amundi
DECREASED
Shares3,508,606 from 3,626,416
Change-117,810 (-3%)
Value$1.9B (+$72.4M)
Filed 2026-11-06
Temasek Holdings (Private) Ltd
DECREASED
Shares3,098,313 from 3,253,602
Change-155,289 (-5%)
Value$1.7B (+$37.6M)
Filed 2026-10-28
Sanders Capital, LLC
INCREASED
Shares2,941,951 from 2,330,359
Change+611,592 (+26%)
Value$1.6B (+$425.5M)
Filed 2026-11-02
Principal Financial Group Inc
DECREASED
Shares2,121,736 from 2,356,440
Change-234,704 (-10%)
Value$1.2B (-$40.2M)
Filed 2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,097,405 from 1,984,858
Change+112,547 (+6%)
Value$1.2B (+$137.2M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares2,092,074 from 2,089,732
Change+2,342 (+0%)
Value$1.2B (+$80.4M)
Filed 2026-10-29
Russell Investments Group, Ltd.
INCREASED
Shares2,020,960 from 1,977,565
Change+43,395 (+2%)
Value$1.1B (+$101.1M)
Filed 2026-11-06
Swedbank AB
INCREASED
Shares1,865,310 from 1,593,645
Change+271,665 (+17%)
Value$1.0B (+$210.2M)
Filed 2026-10-27
Barclays PLC
DECREASED
Shares1,798,423 from 1,998,942
Change-200,519 (-10%)
Value$991.8M (-$34.9M)
Filed 2026-11-06
PineStone Asset Management Inc.
DECREASED
Shares1,788,772 from 1,832,012
Change-43,240 (-2%)
Value$986.5M (+$45.5M)
Filed 2026-10-16
Fiera Capital Corp
DECREASED
Shares1,620,987 from 1,703,303
Change-82,316 (-5%)
Value$893.9M (+$19.1M)
Filed 2026-11-06
Parnassus Investments, LLC
INCREASED
Shares1,588,124 from 1,580,278
Change+7,846 (+1%)
Value$875.8M (+$64.2M)
Filed 2026-10-22
Pictet Asset Management Holding SA
INCREASED
Shares1,552,222 from 1,243,705
Change+308,517 (+25%)
Value$856.4M (+$217.7M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares1,444,120 from 1,322,367
Change+121,753 (+9%)
Value$812.7K (+$154.4K)
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares1,371,231 from 1,379,579
Change-8,348 (-1%)
Value$756.2M (+$47.6M)
Filed 2026-10-23
Rothschild & Co Wealth Management UK Ltd
DECREASED
Shares1,337,341 from 1,349,278
Change-11,937 (-1%)
Value$737.5M (+$44.5M)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares1,090,241 from 934,262
Change+155,979 (+17%)
Value$601.2M (+$121.4M)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares1,002,622 from 1,068,427
Change-65,805 (-6%)
Value$552.9M (+$4.2M)
Filed 2026-11-06
Veritas Asset Management LLP
DECREASED
Shares968,776 from 995,345
Change-26,569 (-3%)
Value$534.3M (+$23.0M)
Filed 2026-11-05
Ninety One UK Ltd
INCREASED
Shares925,186 from 745,304
Change+179,882 (+24%)
Value$510.2M (+$127.4M)
Filed 2026-10-15
Banque Pictet & CIE SA
INCREASED
Shares898,221 from 898,136
Change+85 (+0%)
Value$495.3M (+$34.1M)
Filed 2026-10-16
Mirova US LLC
DECREASED
Shares865,281 from 924,618
Change-59,337 (-6%)
Value$477.2M (+$2.3M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares854,032 from 846,633
Change+7,399 (+1%)
Value$471.0M (+$36.1M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares851,055 from 856,617
Change-5,562 (-1%)
Value$469.3M (+$29.4M)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares831,824 from 839,622
Change-7,798 (-1%)
Value$459.9M (+$29.0M)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares830,162 from 838,981
Change-8,819 (-1%)
Value$457.8M (+$26.9M)
Filed 2026-11-05
Robeco Institutional Asset Management B.V.
DECREASED
Shares825,975 from 950,119
Change-124,144 (-13%)
Value$455.5M (-$32.5M)
Filed 2026-10-20
Vontobel Holding Ltd.
DECREASED
Shares718,700 from 851,448
Change-132,748 (-16%)
Value$396.3M (-$41.0M)
Filed 2026-10-16
William Blair Investment Management, LLC
DECREASED
Shares707,647 from 918,005
Change-210,358 (-23%)
Value$390.2M (-$81.2M)
Filed 2026-11-06
Sarasin & Partners LLP
DECREASED
Shares669,023 from 673,122
Change-4,099 (-1%)
Value$368.9M (+$23.2M)
Filed 2026-10-13
Metropolis Capital Ltd
DECREASED
Shares632,813 from 717,113
Change-84,300 (-12%)
Value$349.0M (-$9.3M)
Filed 2026-10-20
New York State Teachers Retirement System
DECREASED
Shares605,618 from 620,773
Change-15,155 (-2%)
Value$334.0K (-$318.5M)
Filed 2026-10-22
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares551,956 from 553,758
Change-1,802 (0%)
Value$304.4M (+$20.0M)
Filed 2026-11-06
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares540,360 from 540,360
Change0 (0%)
Value$298.0M (+$20.5M)
Filed 2026-11-02
Flossbach VON Storch SE
DECREASED
Shares515,192 from 535,581
Change-20,389 (-4%)
Value$284.1M (+$9.0M)
Filed 2026-10-28
Aberdeen Group plc
DECREASED
Shares512,791 from 871,476
Change-358,685 (-41%)
Value$271.8M (-$175.8M)
Filed 2026-11-06
Cardano Risk Management B.V.
INCREASED
Shares466,705 from 385,332
Change+81,373 (+21%)
Value$257.4K (+$59.5K)
Filed 2026-10-20
MacKenzie Financial Corp
DECREASED
Shares452,542 from 769,690
Change-317,148 (-41%)
Value$249.6M (-$145.7M)
Filed 2026-11-02
UniSuper Management Pty Ltd
DECREASED
Shares448,799 from 451,107
Change-2,308 (-1%)
Value$247.5M (+$15.8M)
Filed 2026-10-26
KBC Group NV
INCREASED
Shares438,193 from 431,110
Change+7,083 (+2%)
Value$241.7K (-$221.2M)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED
Shares408,161 from 365,309
Change+42,852 (+12%)
Value$224.5M (+$33.6M)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares403,962 from 409,893
Change-5,931 (-1%)
Value$222.8M (+$12.3M)
Filed 2026-11-04
Asset Management One Co., Ltd.
DECREASED
Shares392,191 from 395,840
Change-3,649 (-1%)
Value$216.3M (+$13.0M)
Filed 2026-10-27
SEB Asset Management AB
DECREASED
Shares386,604 from 445,197
Change-58,593 (-13%)
Value$213.2M (-$15.5M)
Filed 2026-11-04
Candriam S.C.A.
INCREASED
Shares381,098 from 378,834
Change+2,264 (+1%)
Value$210.9M (+$16.6M)
Filed 2026-11-03
Mawer Investment Management Ltd.
DECREASED
Shares380,943 from 434,186
Change-53,243 (-12%)
Value$210.1M (-$12.9M)
Filed 2026-11-06
Retirement Systems of Alabama
INCREASED
Shares359,188 from 359,125
Change+63 (+0%)
Value$198.1M (+$13.6M)
Filed 2026-11-04
Egerton Capital (UK) LLP
DECREASED
Shares347,692 from 363,490
Change-15,798 (-4%)
Value$191.7M (+$5.1M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares337,223 from 296,884
Change+40,339 (+14%)
Value$186.0M (+$33.5M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares334,657 from 269,841
Change+64,816 (+24%)
Value$184.6M (+$46.0M)
Filed 2026-11-03
MFF Capital Investments Ltd
UNCHANGED
Shares330,119 from 330,119
Change0 (0%)
Value$182.1M (+$12.5M)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares326,721 from 349,732
Change-23,011 (-7%)
Value$180.2M (+$554.5K)
Filed 2026-10-15
Strs Ohio
DECREASED
Shares313,040 from 325,011
Change-11,971 (-4%)
Value$172.6M (+$5.7M)
Filed 2026-10-30
Davenport & Co LLC
DECREASED
Shares297,111 from 303,897
Change-6,786 (-2%)
Value$164.7M (+$8.9M)
Filed 2026-10-14
Montrusco Bolton Investments Inc.
DECREASED
Shares286,931 from 468,356
Change-181,425 (-39%)
Value$158.2M (-$82.3M)
Filed 2026-10-13
Canoe Financial LP
DECREASED
Shares286,138 from 295,001
Change-8,863 (-3%)
Value$157.4M (+$5.9M)
Filed 2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares281,044 from 345,377
Change-64,333 (-19%)
Value$155.0K (-$177.2M)
Filed 2026-10-22
Nykredit A/S
DECREASED
Shares280,614 from 280,704
Change-90 (0%)
Value$154.8M (+$10.6M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares263,486 from 234,829
Change+28,657 (+12%)
Value$145.3M (+$24.7M)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
DECREASED
Shares262,343 from 265,026
Change-2,683 (-1%)
Value$144.7M (+$8.6M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares252,330 from 234,497
Change+17,833 (+8%)
Value$115.5M (+$19.1M)
Filed 2026-10-13
Nisa Investment Advisors, LLC
DECREASED
Shares249,037 from 252,209
Change-3,172 (-1%)
Value$137.3M (+$7.8M)
Filed 2026-10-20
Cryder Capital Partners LLP
UNCHANGED
Shares245,819 from 245,819
Change0 (0%)
Value$135.6M (+$9.3M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares242,725 from 238,960
Change+3,765 (+2%)
Value$133.9M (+$11.1M)
Filed 2026-11-02
Assenagon Asset Management S.A.
DECREASED
Shares241,045 from 860,011
Change-618,966 (-72%)
Value$132.9M (-$308.8M)
Filed 2026-10-15
Mn Services Vermogensbeheer B.V.
INCREASED
Shares240,974 from 238,574
Change+2,400 (+1%)
Value$132.9K (-$122.4M)
Filed 2026-10-08
CIBC Asset Management Inc
INCREASED
Shares240,065 from 232,685
Change+7,380 (+3%)
Value$132.3M (+$12.8M)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares234,221 from 229,675
Change+4,546 (+2%)
Value$129.2M (+$11.2M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares234,181 from 237,681
Change-3,500 (-1%)
Value$129.1M (+$7.1M)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares233,816 from 250,522
Change-16,706 (-7%)
Value$128.9M (+$274.7K)
Filed 2026-10-21
Alphinity Investment Management Pty Ltd
INCREASED
Shares233,018 from 11,743
Change+221,275 (+1884%)
Value$128.5M (+$122.5M)
Filed 2026-11-02
Czech National Bank
INCREASED
Shares232,331 from 229,667
Change+2,664 (+1%)
Value$128.1M (+$10.2M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares229,512 from 227,208
Change+2,304 (+1%)
Value$126.6M (+$9.9M)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares229,176 from 238,146
Change-8,970 (-4%)
Value$126.4M (+$4.1M)
Filed 2026-10-30
Sustainable Growth Advisers, LP
DECREASED
Shares220,367 from 379,868
Change-159,501 (-42%)
Value$121.5M (-$73.6M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares208,005 from 214,090
Change-6,085 (-3%)
Value$114.7M (+$4.8M)
Filed 2026-11-02
Markel Group Inc.
UNCHANGED
Shares207,540 from 207,540
Change0 (0%)
Value$114.5M (+$7.9M)
Filed 2026-10-30
Guardcap Asset Management Ltd
DECREASED
Shares205,392 from 222,508
Change-17,116 (-8%)
Value$112.9M (-$1.5M)
Filed 2026-11-06
Daiwa Securities Group Inc.
INCREASED
Shares202,591 from 188,121
Change+14,470 (+8%)
Value$111.7M (+$15.1M)
Filed 2026-10-29
Eurizon Capital SGR S.p.A.
INCREASED
Shares202,015 from 169,500
Change+32,515 (+19%)
Value$111.7M (+$24.7M)
Filed 2026-11-06
ABN Amro Investment Solutions
INCREASED
Shares200,178 from 184,520
Change+15,658 (+8%)
Value$110.4M (+$15.6M)
Filed 2026-10-21
IFM Investors Pty Ltd
INCREASED
Shares191,460 from 186,658
Change+4,802 (+3%)
Value$105.6M (+$9.7M)
Filed 2026-10-14
ProShare Advisors LLC
DECREASED
Shares184,501 from 185,290
Change-789 (0%)
Value$101.7M (+$6.6M)
Filed 2026-10-29
Citizens Financial Group Inc
DECREASED
Shares183,845 from 184,306
Change-461 (0%)
Value$101.4M (+$6.7M)
Filed 2026-10-23
Glenview Trust Co
INCREASED
Shares181,111 from 180,527
Change+584 (+0%)
Value$99.9M (+$7.2M)
Filed 2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares178,648 from 178,216
Change+432 (+0%)
Value$98.5M (+$7.0M)
Filed 2026-11-03
M&G Plc
DECREASED
Shares178,354 from 182,375
Change-4,021 (-2%)
Value$98.3M (+$4.5M)
Filed 2026-11-04
Border to Coast Pensions Partnership Ltd
INCREASED
Shares175,361 from 139,844
Change+35,517 (+25%)
Value$96.6K (-$71.7M)
Filed 2026-10-09
TD Waterhouse Canada Inc.
INCREASED
Shares173,367 from 172,768
Change+599 (+0%)
Value$95.5M (+$5.2M)
Filed 2026-10-16
Argent Capital Management LLC
DECREASED
Shares172,987 from 179,705
Change-6,718 (-4%)
Value$95.4M (+$3.1M)
Filed 2026-10-05
Douglas Lane & Associates, LLC
DECREASED
Shares169,335 from 175,065
Change-5,730 (-3%)
Value$93.4M (+$3.5M)
Filed 2026-10-09
Amalgamated Bank
DECREASED
Shares169,038 from 172,431
Change-3,393 (-2%)
Value$93.2K (-$88.5M)
Filed 2026-10-23
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares168,076 from 166,934
Change+1,142 (+1%)
Value$92.7M (+$7.0M)
Filed 2026-10-30
Schwartz Investment Counsel Inc
DECREASED
Shares165,882 from 183,474
Change-17,592 (-10%)
Value$91.5M (-$2.8M)
Filed 2026-10-26
iA Global Asset Management Inc.
DECREASED
Shares163,255 from 235,496
Change-72,241 (-31%)
Value$90.0K (-$120.9M)
Filed 2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares156,515 from 164,539
Change-8,024 (-5%)
Value$86.3M (+$1.8M)
Filed 2026-10-19
OP Asset Management Ltd
INCREASED
Shares150,963 from 112,285
Change+38,678 (+34%)
Value$83.3M (+$25.6M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares150,899 from 132,660
Change+18,239 (+14%)
Value$83.2M (+$15.1M)
Filed 2026-11-04
Guyasuta Investment Advisors Inc
DECREASED
Shares148,630 from 149,615
Change-985 (-1%)
Value$82.0M (+$5.1M)
Filed 2026-10-15
Cullen T Bankers, Inc.
DECREASED
Shares148,464 from 155,399
Change-6,935 (-4%)
Value$81.9M (+$2.1M)
Filed 2026-10-28
Chicago Capital, LLC
INCREASED
Shares147,976 from 147,457
Change+519 (+0%)
Value$81.6M (+$5.9M)
Filed 2026-10-13
Nichols & Pratt Advisers LLP
DECREASED
Shares147,202 from 147,633
Change-431 (0%)
Value$81.0M (+$5.1M)
Filed 2026-10-13
Reynders McVeigh Capital Management, LLC
INCREASED
Shares145,787 from 141,828
Change+3,959 (+3%)
Value$80.4M (+$7.6M)
Filed 2026-10-30
Rakuten Investment Management, Inc.
INCREASED
Shares145,308 from 132,660
Change+12,648 (+10%)
Value$81.9M (+$14.3M)
Filed 2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares144,108 from 165,300
Change-21,192 (-13%)
Value$79.5M (-$5.4M)
Filed 2026-10-30
J. Safra Sarasin Holding AG
DECREASED
Shares143,411 from 146,433
Change-3,022 (-2%)
Value$73.6M (-$97.5K)
Filed 2026-10-26
Seilern Investment Management Ltd
DECREASED
Shares142,816 from 169,410
Change-26,594 (-16%)
Value$78.8M (-$8.3M)
Filed 2026-10-13
Troy Asset Management Ltd
INCREASED
Shares140,947 from 138,720
Change+2,227 (+2%)
Value$77.7M (+$6.5M)
Filed 2026-10-28
Carnegie Investment Counsel
DECREASED
Shares137,076 from 140,541
Change-3,465 (-2%)
Value$73.1M (+$3.2M)
Filed 2026-10-20
King Luther Capital Management Corp
DECREASED
Shares133,137 from 142,699
Change-9,562 (-7%)
Value$73.4M (+$130.9K)
Filed 2026-11-05
TrinityBridge Ltd
DECREASED
Shares133,027 from 134,254
Change-1,227 (-1%)
Value$73.4K (-$68.9M)
Filed 2026-10-30
Coronation Fund Managers Ltd.
DECREASED
Shares132,285 from 147,028
Change-14,743 (-10%)
Value$73.0M (-$2.6M)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares130,051 from 105,131
Change+24,920 (+24%)
Value$71.7K (-$53.9M)
Filed 2026-11-05
Value Partners Investments Inc.
INCREASED
Shares126,492 from 126,217
Change+275 (+0%)
Value$69.8M (+$5.1M)
Filed 2026-10-19
Regions Financial Corp
INCREASED
Shares125,895 from 125,847
Change+48 (+0%)
Value$69.4M (+$4.8M)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares125,825 from 129,425
Change-3,600 (-3%)
Value$69.4K (-$66.4M)
Filed 2026-10-29
Confluence Investment Management LLC
DECREASED
Shares125,090 from 136,514
Change-11,424 (-8%)
Value$69.0M (-$1.1M)
Filed 2026-10-01
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares121,886 from 120,228
Change+1,658 (+1%)
Value$67.2M (+$5.5M)
Filed 2026-10-20
Nicholas Company, Inc.
DECREASED
Shares120,715 from 120,785
Change-70 (0%)
Value$66.6M (+$4.5M)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares120,165 from 120,113
Change+52 (+0%)
Value$66.3M (+$4.6M)
Filed 2026-11-04
Obermeyer Wealth Partners
DECREASED
Shares114,662 from 116,920
Change-2,258 (-2%)
Value$63.2M (+$3.2M)
Filed 2026-10-21
Sather Financial Group Inc
INCREASED
Shares113,798 from 108,715
Change+5,083 (+5%)
Value$62.8M (+$6.9M)
Filed 2026-10-30
Crossmark Global Holdings, Inc.
DECREASED
Shares113,079 from 116,020
Change-2,941 (-3%)
Value$62.4M (+$2.8M)
Filed 2026-10-21
Lido Advisors, LLC
INCREASED
Shares111,672 from 101,369
Change+10,303 (+10%)
Value$61.6M (+$9.5M)
Filed 2026-11-04
Raiffeisen Bank International AG
DECREASED
Shares111,417 from 133,678
Change-22,261 (-17%)
Value$62.8M (-$5.3M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares109,312 from 117,936
Change-8,624 (-7%)
Value$60.3K (-$60.5M)
Filed 2026-11-02
LBP AM SA
DECREASED
Shares105,749 from 341,055
Change-235,306 (-69%)
Value$58.3M (-$116.8M)
Filed 2026-11-06
Ethic Inc.
INCREASED
Shares105,107 from 96,299
Change+8,808 (+9%)
Value$58.0M (+$8.5M)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
DECREASED
Shares104,502 from 109,201
Change-4,699 (-4%)
Value$57.6M (+$1.5M)
Filed 2026-10-27
Wendell David Associates Inc
DECREASED
Shares104,440 from 108,351
Change-3,911 (-4%)
Value$57.6K (-$55.6M)
Filed 2026-10-27
State of Alaska, Department of Revenue
DECREASED
Shares103,436 from 105,897
Change-2,461 (-2%)
Value$57.0K (-$54.3M)
Filed 2026-10-15
Hyperion Asset Management Ltd
DECREASED
Shares102,628 from 142,097
Change-39,469 (-28%)
Value$56.6M (-$16.4M)
Filed 2026-10-20
Santa Monica Partners LP
UNCHANGED
Shares102,170 from 102,170
Change0 (0%)
Value$56.3K (-$52.4M)
Filed 2026-10-27
Jefferies Financial Group Inc.
DECREASED
Shares100,304 from 107,074
Change-6,770 (-6%)
Value$55.3M (+$321.2K)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
INCREASED
Shares99,420 from 99,215
Change+205 (+0%)
Value$54.8M (+$3.9M)
Filed 2026-10-30
UMB Bank, n.a.
DECREASED
Shares99,346 from 102,035
Change-2,689 (-3%)
Value$54.8M (+$2.4M)
Filed 2026-11-06
ASR Vermogensbeheer N.V.
INCREASED
Shares99,202 from 95,023
Change+4,179 (+4%)
Value$54.7M (+$5.9M)
Filed 2026-10-16
Formuepleje A/S
DECREASED
Shares99,173 from 124,251
Change-25,078 (-20%)
Value$54.7M (-$9.1M)
Filed 2026-10-15
Academy Capital Management
DECREASED
Shares97,198 from 99,456
Change-2,258 (-2%)
Value$53.6M (+$2.5M)
Filed 2026-11-05
Cambiar Investors LLC
DECREASED
Shares96,524 from 99,157
Change-2,633 (-3%)
Value$53.2M (+$2.3M)
Filed 2026-11-04
Bath Savings Trust Co
DECREASED
Shares96,082 from 96,647
Change-565 (-1%)
Value$53.0M (+$3.3M)
Filed 2026-10-07
Achmea Investment Management B.V.
INCREASED
Shares94,946 from 50,710
Change+44,236 (+87%)
Value$52.4M (+$26.4M)
Filed 2026-10-30
Motley Fool Asset Management LLC
DECREASED
Shares94,838 from 94,969
Change-131 (0%)
Value$52.3M (+$3.5M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares92,673 from 84,523
Change+8,150 (+10%)
Value$51.1M (+$7.7M)
Filed 2026-11-02
Mutual of America Capital Management LLC
DECREASED
Shares90,994 from 91,516
Change-522 (-1%)
Value$50.2M (+$3.2M)
Filed 2026-10-23
Meitav Investment House LTD
INCREASED
Shares89,561 from 89,548
Change+13 (+0%)
Value$49.5M (+$3.5M)
Filed 2026-10-28
Savant Capital, LLC
INCREASED
Shares89,527 from 69,924
Change+19,603 (+28%)
Value$49.4M (+$12.0M)
Filed 2026-11-06
Busey Bank
DECREASED
Shares86,333 from 87,580
Change-1,247 (-1%)
Value$47.6M (+$2.6M)
Filed 2026-10-26
Virginia Retirement Systems ET Al
DECREASED
Shares85,322 from 101,082
Change-15,760 (-16%)
Value$47.1M (-$4.9M)
Filed 2026-10-28
Tokio Marine Asset Management Co LTD
DECREASED
Shares85,161 from 88,248
Change-3,087 (-3%)
Value$47.0M (+$1.6M)
Filed 2026-10-26
Crestwood Advisors Group, LLC
INCREASED
Shares84,334 from 82,614
Change+1,720 (+2%)
Value$46.5M (+$4.1M)
Filed 2026-10-27
Guinness Asset Management LTD
INCREASED
Shares83,176 from 83,172
Change+4 (0%)
Value$45.9M (+$3.2M)
Filed 2026-11-05
Generali Asset Management SPA SGR
INCREASED
Shares82,749 from 82,628
Change+121 (+0%)
Value$45.6M (+$3.2M)
Filed 2026-10-26
Vest Financial, LLC
DECREASED
Shares82,568 from 101,584
Change-19,016 (-19%)
Value$45.5M (-$6.6M)
Filed 2026-10-21
Fisher Funds Management LTD
DECREASED
Shares82,547 from 175,563
Change-93,016 (-53%)
Value$45.5M (-$44.6M)
Filed 2026-10-13
OFI Invest Asset Management
DECREASED
Shares81,653 from 87,053
Change-5,400 (-6%)
Value$40.0M (+$545.3K)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED
Shares81,593 from 85,132
Change-3,539 (-4%)
Value$45.0M (+$1.3M)
Filed 2026-10-13
Rockland Trust Co
INCREASED
Shares81,392 from 76,641
Change+4,751 (+6%)
Value$44.9M (+$5.5M)
Filed 2026-10-05
E. Ohman J:or Asset Management AB
DECREASED
Shares81,367 from 91,500
Change-10,133 (-11%)
Value$44.9M (-$2.1M)
Filed 2026-10-22
AIA Group Ltd
DECREASED
Shares81,255 from 89,307
Change-8,052 (-9%)
Value$44.8M (-$1.1M)
Filed 2026-10-30
Cincinnati Insurance Co
UNCHANGED
Shares81,000 from 81,000
Change0 (0%)
Value$44.7M (+$3.1M)
Filed 2026-11-03
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares79,895 from 84,816
Change-4,921 (-6%)
Value$44.1M (+$498.2K)
Filed 2026-10-30
Yousif Capital Management, LLC
DECREASED
Shares79,827 from 80,030
Change-203 (0%)
Value$44.0M (+$2.9M)
Filed 2026-10-22
Maple Capital Management, Inc.
DECREASED
Shares79,597 from 81,719
Change-2,122 (-3%)
Value$43.9M (+$1.9M)
Filed 2026-11-02
Florida Trust Wealth Management Co
DECREASED
Shares78,092 from 79,566
Change-1,474 (-2%)
Value$43.1M (+$2.2M)
Filed 2026-11-05
Waycross Partners, LLC
INCREASED
Shares77,464 from 72,599
Change+4,865 (+7%)
Value$42.7M (+$5.4M)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares76,850 from 83,676
Change-6,826 (-8%)
Value$42.4M (-$595.4K)
Filed 2026-10-23
BSN Capital Partners Ltd
NEW
Shares76,550
Change+76,550
Value$43.5M
Filed 2026-10-23
Avanza Fonder AB
INCREASED
Shares76,490 from 68,939
Change+7,551 (+11%)
Value$42.2M (+$6.8M)
Filed 2026-10-13
Aegon Asset Management UK PLC
INCREASED
Shares75,894 from 62,501
Change+13,393 (+21%)
Value$41.9M (+$9.8M)
Filed 2026-11-04
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares75,008 from 75,190
Change-182 (0%)
Value$41.4M (+$2.7M)
Filed 2026-10-14
Barr E S & Co
INCREASED
Shares74,121 from 70,930
Change+3,191 (+5%)
Value$40.9M (+$4.4M)
Filed 2026-11-06
WestEnd Advisors, LLC
INCREASED
Shares73,127 from 70,507
Change+2,620 (+4%)
Value$40.3M (+$4.1M)
Filed 2026-10-27
Illinois Municipal Retirement Fund
INCREASED
Shares72,128 from 70,111
Change+2,017 (+3%)
Value$39.8M (+$3.8M)
Filed 2026-11-05
Tandem Investment Advisors, Inc.
DECREASED
Shares71,238 from 85,826
Change-14,588 (-17%)
Value$39.3M (-$4.8M)
Filed 2026-11-04
Alps Advisors Inc
DECREASED
Shares70,601 from 73,117
Change-2,516 (-3%)
Value$38.9M (+$1.4M)
Filed 2026-11-03
Kimelman & Baird, LLC
DECREASED
Shares69,736 from 70,256
Change-520 (-1%)
Value$38.5M (+$2.4M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares68,795 from 43,352
Change+25,443 (+59%)
Value$37.9M (+$15.7M)
Filed 2026-10-16
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares68,100 from 68,100
Change0 (0%)
Value$37.6M (+$2.6M)
Filed 2026-10-28
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares67,300 from 67,300
Change0 (0%)
Value$37.1M (+$2.5M)
Filed 2026-10-06
AMI Asset Management Corp
DECREASED
Shares66,627 from 68,431
Change-1,804 (-3%)
Value$36.7M (+$1.6M)
Filed 2026-10-20
Archon Partners LLC
UNCHANGED
Shares66,500 from 66,500
Change0 (0%)
Value$36.7M (+$2.5M)
Filed 2026-10-26
Beese Fulmer Investment Management, Inc.
DECREASED
Shares66,223 from 66,426
Change-203 (0%)
Value$36.5M (+$2.4M)
Filed 2026-10-23
Allen Operations LLC
UNCHANGED
Shares65,553 from 65,553
Change0 (0%)
Value$36.2M (+$2.5M)
Filed 2026-11-03
Manitou Investment Management Ltd.
DECREASED
Shares65,304 from 66,380
Change-1,076 (-2%)
Value$36.0M (+$1.9M)
Filed 2026-10-15
Ninety One North America, Inc.
DECREASED
Shares64,070 from 106,189
Change-42,119 (-40%)
Value$35.3M (-$19.2M)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares64,011 from 61,676
Change+2,335 (+4%)
Value$35.3M (+$3.6M)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares63,022 from 46,899
Change+16,123 (+34%)
Value$32.4M (+$8.3M)
Filed 2026-11-06
Gulf International Bank (UK) Ltd
DECREASED
Shares62,362 from 64,362
Change-2,000 (-3%)
Value$34.4K (-$33.0M)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
DECREASED
Shares61,577 from 63,175
Change-1,598 (-3%)
Value$43.0M (+$4.5M)
Filed 2026-11-04
Braun Stacey Associates Inc
INCREASED
Shares61,212 from 60,778
Change+434 (+1%)
Value$33.8M (+$2.5M)
Filed 2026-10-19
Alta Capital Management LLC/
DECREASED
Shares60,385 from 71,468
Change-11,083 (-16%)
Value$33.3M (-$3.4M)
Filed 2026-10-26
Atwood & Palmer Inc
INCREASED
Shares59,832 from 59,733
Change+99 (+0%)
Value$33.0M (+$2.3M)
Filed 2026-10-08
Clearstead Advisors, LLC
INCREASED
Shares58,488 from 57,433
Change+1,055 (+2%)
Value$32.3M (+$2.8M)
Filed 2026-11-06
Lincoln Capital LLC
DECREASED
Shares58,246 from 58,458
Change-212 (0%)
Value$32.3M (+$2.2M)
Filed 2026-10-09
Norris Perne & French LLP
DECREASED
Shares57,789 from 59,090
Change-1,301 (-2%)
Value$31.9M (+$1.5M)
Filed 2026-10-23
Smith Salley Wealth Management
INCREASED
Shares57,335 from 50,371
Change+6,964 (+14%)
Value$31.6M (+$5.7M)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares56,002 from 53,388
Change+2,614 (+5%)
Value$30.9M (+$3.5M)
Filed 2026-10-23
Trust Co of Vermont
DECREASED
Shares55,990 from 56,288
Change-298 (-1%)
Value$30.9M (+$2.0M)
Filed 2026-10-21
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED
Shares55,813 from 121,692
Change-65,879 (-54%)
Value$30.8M (-$31.7M)
Filed 2026-11-06
Generate Investment Management Ltd
DECREASED
Shares55,490 from 56,338
Change-848 (-2%)
Value$30.6M (+$1.7M)
Filed 2026-10-14
Associated Banc-Corp
DECREASED
Shares55,351 from 56,369
Change-1,018 (-2%)
Value$30.5M (+$1.6M)
Filed 2026-10-30
Bokf, NA
DECREASED
Shares55,135 from 56,311
Change-1,176 (-2%)
Value$30.4M (+$1.5M)
Filed 2026-10-27
Birch Hill Investment Advisors LLC
DECREASED
Shares54,354 from 57,479
Change-3,125 (-5%)
Value$30.0M (+$453.4K)
Filed 2026-10-16
Suncoast Equity Management
DECREASED
Shares53,750 from 55,430
Change-1,680 (-3%)
Value$29.6M (+$1.2M)
Filed 2026-11-03
JLB & Associates Inc
DECREASED
Shares53,254 from 54,083
Change-829 (-2%)
Value$27.4M (-$425.8K)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares52,028 from 40,445
Change+11,583 (+29%)
Value$28.7M (+$7.9M)
Filed 2026-10-29
Sapient Capital LLC
DECREASED
Shares51,879 from 52,544
Change-665 (-1%)
Value$28.6M (+$1.6M)
Filed 2026-10-08
NorthCrest Asset Manangement, LLC
DECREASED
Shares51,363 from 51,737
Change-374 (-1%)
Value$29.5M (+$2.5M)
Filed 2026-10-13
Chesley Taft & Associates LLC
INCREASED
Shares50,818 from 50,518
Change+300 (+1%)
Value$28.0M (+$2.1M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares50,535 from 34,560
Change+15,975 (+46%)
Value$27.9M (+$10.1M)
Filed 2026-10-08
Pittenger & Anderson Inc
INCREASED
Shares50,531 from 49,569
Change+962 (+2%)
Value$27.9M (+$2.4M)
Filed 2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED
Shares49,973 from 49,960
Change+13 (+0%)
Value$30.8M (+$3.9M)
Filed 2026-10-21
Maryland State Retirement & Pension System
INCREASED
Shares49,384 from 43,517
Change+5,867 (+13%)
Value$27.2M (+$4.9M)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares48,792 from 54,785
Change-5,993 (-11%)
Value$26.9M (-$1.2M)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares48,703 from 44,252
Change+4,451 (+10%)
Value$26.9M (+$4.1M)
Filed 2026-10-15
Applied Finance Capital Management, LLC
DECREASED
Shares48,240 from 49,689
Change-1,449 (-3%)
Value$26.6M (+$1.1M)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED
Shares48,152 from 49,046
Change-894 (-2%)
Value$26.6M (+$1.4M)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED
Shares48,073 from 42,301
Change+5,772 (+14%)
Value$26.5M (+$4.8M)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
DECREASED
Shares47,675 from 48,679
Change-1,004 (-2%)
Value$26.3M (+$1.3M)
Filed 2026-11-05
Global X Japan Co., Ltd.
DECREASED
Shares46,132 from 54,667
Change-8,535 (-16%)
Value$25.4M (-$2.6M)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares46,057 from 25,789
Change+20,268 (+79%)
Value$29.4M (+$16.1M)
Filed 2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares45,700 from 46,310
Change-610 (-1%)
Value$25.2M (+$1.4M)
Filed 2026-10-21
Marathon Asset Management Ltd
DECREASED
Shares45,458 from 59,849
Change-14,391 (-24%)
Value$24.9M (-$5.8M)
Filed 2026-10-26
Bank Pictet & Cie (Europe) AG
DECREASED
Shares45,434 from 45,598
Change-164 (0%)
Value$25.1M (+$1.6M)
Filed 2026-10-20
Perigon Wealth Management, LLC
INCREASED
Shares45,163 from 44,133
Change+1,030 (+2%)
Value$24.9M (+$2.2M)
Filed 2026-10-22
Cornerstone Advisors, LLC
DECREASED
Shares44,714 from 53,857
Change-9,143 (-17%)
Value$24.7M (-$3.0M)
Filed 2026-11-06
Baker Chad R
INCREASED
Shares44,225 from 44,175
Change+50 (+0%)
Value$24.4M (+$1.7M)
Filed 2026-10-22
United Asset Strategies, Inc.
INCREASED
Shares44,022 from 42,976
Change+1,046 (+2%)
Value$24.3M (+$2.2M)
Filed 2026-10-28
Arbejdsmarkedets Tillaegspension
DECREASED
Shares43,800 from 57,640
Change-13,840 (-24%)
Value$24.2M (-$5.4M)
Filed 2026-10-30
Campbell Newman Asset Management Inc
INCREASED
Shares43,376 from 43,288
Change+88 (+0%)
Value$23.9M (+$1.7M)
Filed 2026-10-22
Hartford Investment Management Co
DECREASED
Shares43,317 from 44,629
Change-1,312 (-3%)
Value$23.9M (+$966.6K)
Filed 2026-11-04
Congress Asset Management Co
INCREASED
Shares43,132 from 31,009
Change+12,123 (+39%)
Value$23.8M (+$7.9M)
Filed 2026-10-06
RIT Capital Partners PLC
DECREASED
Shares43,100 from 68,050
Change-24,950 (-37%)
Value$23.8M (-$11.2M)
Filed 2026-11-05
Harbour Trust & Investment Management Co
DECREASED
Shares42,928 from 43,641
Change-713 (-2%)
Value$23.7M (+$1.3M)
Filed 2026-10-28
71 West Capital Partners
INCREASED
Shares42,488 from 41,629
Change+859 (+2%)
Value$23.4M (+$2.1M)
Filed 2026-11-04
Harvey Investment Co LLC
DECREASED
Shares42,479 from 42,689
Change-210 (0%)
Value$23.4K (-$21.9M)
Filed 2026-10-20
Settian Capital LP
UNCHANGED
Shares41,900 from 41,900
Change0 (0%)
Value$23.1M (+$1.6M)
Filed 2026-11-06
Birinyi Associates Inc
DECREASED
Shares41,786 from 43,236
Change-1,450 (-3%)
Value$23.0K (-$22.2M)
Filed 2026-10-28
Everett Harris & Co
INCREASED
Shares41,681 from 41,453
Change+228 (+1%)
Value$23.0M (+$1.7M)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares41,392 from 41,853
Change-461 (-1%)
Value$22.8K (-$21.5M)
Filed 2026-10-26
Empire Life Investments Inc.
DECREASED
Shares41,199 from 41,642
Change-443 (-1%)
Value$22.7M (+$1.3M)
Filed 2026-11-06
Equitable Trust Co
DECREASED
Shares40,918 from 41,355
Change-437 (-1%)
Value$22.6M (+$1.3M)
Filed 2026-10-13
New Mexico Educational Retirement Board
UNCHANGED
Shares40,610 from 40,610
Change0 (0%)
Value$22.4K (-$20.8M)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares40,397 from 40,006
Change+391 (+1%)
Value$22.3M (+$1.7M)
Filed 2026-11-03
Sycomore Asset Management
UNCHANGED
Shares39,834 from 39,834
Change0 (0%)
Value$19.6K ($0)
Filed 2026-10-26
Louisiana State Employees Retirement System
DECREASED
Shares39,800 from 41,200
Change-1,400 (-3%)
Value$21.9M (+$788.2K)
Filed 2026-10-20
Factory Mutual Insurance Co
DECREASED
Shares39,650 from 39,700
Change-50 (0%)
Value$21.9M (+$1.5M)
Filed 2026-10-30
Mogy Joel R Investment Counsel Inc
INCREASED
Shares39,529 from 39,465
Change+64 (+0%)
Value$21.8M (+$1.5M)
Filed 2026-10-13
Pinnacle Associates LTD
DECREASED
Shares39,357 from 39,421
Change-64 (0%)
Value$21.7M (+$1.5M)
Filed 2026-10-20
Adell Harriman & Carpenter Inc
INCREASED
Shares39,321 from 39,179
Change+142 (+0%)
Value$21.7M (+$1.6M)
Filed 2026-11-02
OAK Ridge Investments LLC
DECREASED
Shares39,252 from 41,131
Change-1,879 (-5%)
Value$21.6M (+$521.4K)
Filed 2026-10-30
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares39,121 from 35,994
Change+3,127 (+9%)
Value$21.6M (+$3.1M)
Filed 2026-10-26
Strategic Planning Group, LLC
INCREASED
Shares38,808 from 36,776
Change+2,032 (+6%)
Value$21.4M (+$2.5M)
Filed 2026-10-22
Abner Herrman & Brock LLC
DECREASED
Shares38,438 from 39,267
Change-829 (-2%)
Value$21.2K (+$1.0K)
Filed 2026-10-20
Nixon Peabody Trust Co
INCREASED
Shares38,383 from 37,871
Change+512 (+1%)
Value$21.2M (+$1.7M)
Filed 2026-10-23
Gateway Investment Advisers LLC
INCREASED
Shares37,760 from 33,733
Change+4,027 (+12%)
Value$20.8M (+$3.5M)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares37,606 from 36,657
Change+949 (+3%)
Value$20.7M (+$1.9M)
Filed 2026-10-28
Bright Rock Capital Management, LLC
UNCHANGED
Shares37,500 from 37,500
Change0 (0%)
Value$20.7M (+$1.4M)
Filed 2026-10-05
Eagle Global Advisors LLC
INCREASED
Shares37,334 from 37,228
Change+106 (+0%)
Value$20.6M (+$1.5M)
Filed 2026-11-02
Hendershot Investments Inc.
DECREASED
Shares36,721 from 37,790
Change-1,069 (-3%)
Value$20.3M (+$841.6K)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares36,668 from 33,293
Change+3,375 (+10%)
Value$20.2M (+$3.1M)
Filed 2026-10-30
Exchange Traded Concepts, LLC
INCREASED
Shares36,559 from 31,145
Change+5,414 (+17%)
Value$20.2M (+$4.2M)
Filed 2026-10-28
CapWealth Advisors, LLC
INCREASED
Shares35,599 from 33,251
Change+2,348 (+7%)
Value$19.6M (+$2.6M)
Filed 2026-10-05
Washington Trust Bank
DECREASED
Shares35,458 from 36,022
Change-564 (-2%)
Value$19.6M (+$1.1M)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares35,346 from 33,960
Change+1,386 (+4%)
Value$19.5M (+$2.1M)
Filed 2026-11-06
Westwind Capital
DECREASED
Shares35,217 from 38,001
Change-2,784 (-7%)
Value$19.4K (-$96)
Filed 2026-10-08
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares35,062 from 35,062
Change0 (0%)
Value$19.3M (+$1.3M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares33,275 from 30,929
Change+2,346 (+8%)
Value$18.4M (+$2.5M)
Filed 2026-11-06
Penobscot Investment Management Company, Inc.
DECREASED
Shares32,753 from 34,933
Change-2,180 (-6%)
Value$18.1M (+$120.7K)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares32,646 from 33,805
Change-1,159 (-3%)
Value$18.0M (+$641.3K)
Filed 2026-11-05
Venture Visionary Partners LLC
DECREASED
Shares32,406 from 32,625
Change-219 (-1%)
Value$17.9M (+$1.1M)
Filed 2026-10-07
Willis Investment Counsel
INCREASED
Shares31,995 from 30,118
Change+1,877 (+6%)
Value$17.6M (+$2.2M)
Filed 2026-10-20
Baxter Bros Inc
DECREASED
Shares31,264 from 31,319
Change-55 (0%)
Value$17.2M (+$1.2M)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares31,220 from 32,572
Change-1,352 (-4%)
Value$17.2M (+$488.1K)
Filed 2026-10-23
Quintet Private Bank (Europe) S.A.
INCREASED
Shares30,848 from 28,909
Change+1,939 (+7%)
Value$17.0M (+$2.2M)
Filed 2026-10-08
Toth Financial Advisory Corp
INCREASED
Shares30,655 from 27,746
Change+2,909 (+10%)
Value$16.9M (+$2.7M)
Filed 2026-10-08
ARS Wealth Advisors Group, LLC
INCREASED
Shares30,294 from 30,202
Change+92 (+0%)
Value$16.7M (+$1.2M)
Filed 2026-10-16
Daymark Wealth Partners, LLC
INCREASED
Shares29,738 from 25,164
Change+4,574 (+18%)
Value$16.4M (+$3.5M)
Filed 2026-11-04
CenterBook Partners LP
DECREASED
Shares29,325 from 51,161
Change-21,836 (-43%)
Value$16.2M (-$10.1M)
Filed 2026-11-02
Moran Wealth Management, LLC
INCREASED
Shares28,923 from 28,386
Change+537 (+2%)
Value$16.0M (+$1.4M)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares28,435 from 24,195
Change+4,240 (+18%)
Value$15.7M (+$3.3M)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares28,322 from 31,749
Change-3,427 (-11%)
Value$15.6M (-$687.6K)
Filed 2026-10-20
Fulcrum Capital LLC
INCREASED
Shares28,310 from 27,611
Change+699 (+3%)
Value$15.6M (+$1.4M)
Filed 2026-10-15
Ascent Group, LLC
INCREASED
Shares28,093 from 25,594
Change+2,499 (+10%)
Value$15.5M (+$2.3M)
Filed 2026-10-30
Great Lakes Advisors, LLC
DECREASED
Shares28,084 from 32,184
Change-4,100 (-13%)
Value$15.5M (-$1.0M)
Filed 2026-11-06
CX Institutional
INCREASED
Shares27,693 from 26,565
Change+1,128 (+4%)
Value$15.3K (+$1.6K)
Filed 2026-10-02
Fulton Bank, N.A.
INCREASED
Shares27,671 from 27,404
Change+267 (+1%)
Value$15.3M (+$1.2M)
Filed 2026-10-14
Perryman Financial Advisory Inc
DECREASED
Shares27,444 from 27,454
Change-10 (0%)
Value$15.1M (+$1.0M)
Filed 2026-10-16
Allen Investment Management, LLC
DECREASED
Shares27,423 from 28,800
Change-1,377 (-5%)
Value$15.1M (+$331.3K)
Filed 2026-11-03
Maestria Partners LLC
UNCHANGED
Shares27,086 from 27,086
Change0 (0%)
Value$14.9M (+$1.0M)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares27,067 from 23,345
Change+3,722 (+16%)
Value$14.9M (+$2.9M)
Filed 2026-10-22
GAM Holding AG
INCREASED
Shares27,040 from 23,905
Change+3,135 (+13%)
Value$14.9M (+$2.6M)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares26,947 from 24,733
Change+2,214 (+9%)
Value$14.9M (+$2.2M)
Filed 2026-11-05
Duncker Streett & Co Inc
DECREASED
Shares26,908 from 26,909
Change-1 (0%)
Value$14.8M (+$1.0M)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares26,841 from 25,646
Change+1,195 (+5%)
Value$14.8M (+$1.6M)
Filed 2026-10-22
Greenleaf Trust
DECREASED
Shares26,157 from 26,384
Change-227 (-1%)
Value$14.4M (+$874.0K)
Filed 2026-10-29
Dana Investment Advisors, Inc.
INCREASED
Shares26,118 from 19,547
Change+6,571 (+34%)
Value$14.4M (+$4.4M)
Filed 2026-11-06
Harbor Investment Advisory, LLC
DECREASED
Shares26,091 from 26,097
Change-6 (0%)
Value$14.4M (+$985.0K)
Filed 2026-10-13
Eulav Asset Management
DECREASED
Shares25,947 from 28,658
Change-2,711 (-9%)
Value$14.3M (-$409.7K)
Filed 2026-10-23
Plato Investment Management Ltd
DECREASED
Shares25,933 from 27,058
Change-1,125 (-4%)
Value$14.4M (+$541.0K)
Filed 2026-11-05
Diversify Advisory Services, LLC
DECREASED
Shares25,817 from 27,354
Change-1,537 (-6%)
Value$15.9M (+$820.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares25,817 from 27,354
Change-1,537 (-6%)
Value$15.9M (+$820.2K)
Filed 2026-10-20
Carderock Capital Management Inc
INCREASED
Shares25,724 from 24,357
Change+1,367 (+6%)
Value$14.2M (+$1.7M)
Filed 2026-10-22
Masterinvest Kapitalanlage GmbH
INCREASED
Shares25,674 from 23,720
Change+1,954 (+8%)
Value$14.2M (+$2.0M)
Filed 2026-11-03
Tritonpoint Wealth, LLC
DECREASED
Shares25,424 from 25,639
Change-215 (-1%)
Value$14.0M (+$852.4K)
Filed 2026-10-19
Quadrant Capital Group LLC
INCREASED
Shares25,368 from 23,305
Change+2,063 (+9%)
Value$15.3M (+$3.4M)
Filed 2026-10-20
L. Roy Papp & Associates, LLP
UNCHANGED
Shares25,310 from 25,310
Change0 (0%)
Value$14.0M (+$958.5K)
Filed 2026-10-21
Sterling Capital Management LLC
DECREASED
Shares25,153 from 26,411
Change-1,258 (-5%)
Value$13.9M (+$306.4K)
Filed 2026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares25,145 from 27,014
Change-1,869 (-7%)
Value$13.9M (-$7.7K)
Filed 2026-10-22
Ninety One SA (PTY) Ltd
DECREASED
Shares24,976 from 25,604
Change-628 (-2%)
Value$13.9M (+$745.3K)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares24,890 from 22,581
Change+2,309 (+10%)
Value$13.7M (+$2.1M)
Filed 2026-10-08
Wedbush Securities Inc
DECREASED
Shares24,886 from 24,956
Change-70 (0%)
Value$13.7K (-$12.8M)
Filed 2026-10-22
Capital Management Corp
DECREASED
Shares24,797 from 25,123
Change-326 (-1%)
Value$13.7M (+$771.6K)
Filed 2026-10-29
North Dakota State Investment Board
INCREASED
Shares24,741 from 23,921
Change+820 (+3%)
Value$13.6M (+$1.4M)
Filed 2026-10-27
Choreo, LLC
INCREASED
Shares24,412 from 23,404
Change+1,008 (+4%)
Value$13.5M (+$1.4M)
Filed 2026-10-28
Perennial Advisors, LLC
DECREASED
Shares24,387 from 24,883
Change-496 (-2%)
Value$13.4M (+$668.9K)
Filed 2026-10-13
Firetrail Investments PTY LTD
DECREASED
Shares24,302 from 24,502
Change-200 (-1%)
Value$13.5M (+$947.9K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
INCREASED
Shares24,164 from 21,593
Change+2,571 (+12%)
Value$13.3M (+$2.2M)
Filed 2026-11-05
Caldwell Trust Co
INCREASED
Shares24,108 from 23,948
Change+160 (+1%)
Value$13.3M (+$995.1K)
Filed 2026-10-30
Nepsis Inc.
INCREASED
Shares24,105 from 23,692
Change+413 (+2%)
Value$13.3M (+$1.1M)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares24,075 from 22,999
Change+1,076 (+5%)
Value$13.3M (+$1.5M)
Filed 2026-10-23
University of Texas S AM Investment Management Co
DECREASED
Shares23,420 from 28,841
Change-5,421 (-19%)
Value$12.9M (-$1.9M)
Filed 2026-11-03
Sky Investment Group LLC
INCREASED
Shares23,406 from 23,382
Change+24 (+0%)
Value$12.9M (+$898.7K)
Filed 2026-10-30
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares23,399 from 7,060
Change+16,339 (+231%)
Value$12.9M (+$9.3M)
Filed 2026-10-22
Laurel Wealth Advisors LLC
DECREASED
Shares23,345 from 23,754
Change-409 (-2%)
Value$12.9M (+$673.5K)
Filed 2026-10-27
Kintegral Advisory, LLC
INCREASED
Shares23,012 from 22,882
Change+130 (+1%)
Value$12.7M (+$938.2K)
Filed 2026-10-16
Telos Capital Management, Inc.
DECREASED
Shares22,730 from 23,657
Change-927 (-4%)
Value$12.5M (+$384.7K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares22,581 from 17,158
Change+5,423 (+32%)
Value$12.5M (+$3.6M)
Filed 2026-10-14
Lmcg Investments, LLC
DECREASED
Shares22,480 from 23,008
Change-528 (-2%)
Value$12.4M (+$580.1K)
Filed 2026-10-21
Compass Capital Management, Inc
DECREASED
Shares22,479 from 23,076
Change-597 (-3%)
Value$12.4M (+$544.7K)
Filed 2026-11-06
Montag A & Associates Inc
INCREASED
Shares22,124 from 21,068
Change+1,056 (+5%)
Value$12.2M (+$1.4M)
Filed 2026-10-29
Blue Fin Capital, Inc.
DECREASED
Shares21,949 from 21,964
Change-15 (0%)
Value$12.1M (+$823.5K)
Filed 2026-10-28
Welch Group, LLC
INCREASED
Shares21,758 from 20,831
Change+927 (+4%)
Value$12.0M (+$1.3M)
Filed 2026-10-29
Cove Private Wealth, LLC
INCREASED
Shares21,676 from 20,672
Change+1,004 (+5%)
Value$12.0M (+$1.3M)
Filed 2026-10-28
Bennett Selby Investments LP
INCREASED
Shares21,447 from 21,435
Change+12 (+0%)
Value$11.8M (+$818.0K)
Filed 2026-10-19
Ascent Wealth Partners, LLC
INCREASED
Shares21,383 from 16,782
Change+4,601 (+27%)
Value$11.8M (+$3.2M)
Filed 2026-10-23
LRZ Capital LLC
UNCHANGED
Shares21,234 from 21,234
Change0 (0%)
Value$11.7M (+$804.1K)
Filed 2026-11-05
Solidarity Wealth, LLC
DECREASED
Shares21,146 from 21,377
Change-231 (-1%)
Value$11.7M (+$682.2K)
Filed 2026-10-15
Securian Asset Management, Inc
DECREASED
Shares20,958 from 21,442
Change-484 (-2%)
Value$11.6M (-$98.2K)
Filed 2026-11-06
Tompkins Financial Corp
DECREASED
Shares20,953 from 21,576
Change-623 (-3%)
Value$11.6M (+$473.5K)
Filed 2026-10-05
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
INCREASED
Shares20,762 from 18,905
Change+1,857 (+10%)
Value$11.4M (+$1.7M)
Filed 2026-10-20
Montaka Global Pty Ltd
INCREASED
Shares20,759 from 19,485
Change+1,274 (+7%)
Value$11.4M (+$1.4M)
Filed 2026-11-05
Fagan Associates, Inc.
DECREASED
Shares20,750 from 20,907
Change-157 (-1%)
Value$11.4M (+$705.2K)
Filed 2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares20,607 from 21,481
Change-874 (-4%)
Value$11.4M (+$331.5K)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED
Shares20,247 from 24,596
Change-4,349 (-18%)
Value$11.2M (-$818.4K)
Filed 2026-10-29
Natixis
INCREASED
Shares20,196 from 15,457
Change+4,739 (+31%)
Value$11.1M (+$3.2M)
Filed 2026-11-06
Chapman Investment Management, LLC
NEW
Shares19,952
Change+19,952
Value$11.0M
Filed 2026-11-03
Northside Capital Management, LLC
DECREASED
Shares19,942 from 20,239
Change-297 (-1%)
Value$11.0M (+$602.7K)
Filed 2026-10-13
Fruth Investment Management
DECREASED
Shares19,881 from 20,906
Change-1,025 (-5%)
Value$11.0K (+$226)
Filed 2026-10-13
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares19,850 from 18,501
Change+1,349 (+7%)
Value$10.9M (+$1.4M)
Filed 2026-10-15
Lyell Wealth Management, LP
INCREASED
Shares19,700 from 19,629
Change+71 (+0%)
Value$10.9M (+$782.5K)
Filed 2026-10-30
Old National Bancorp
INCREASED
Shares19,540 from 17,587
Change+1,953 (+11%)
Value$10.8M (+$1.7M)
Filed 2026-10-20
Imc-Chicago, LLC
DECREASED
Shares19,394 from 31,732
Change-12,338 (-39%)
Value$10.7M (-$5.6M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares19,369 from 19,589
Change-220 (-1%)
Value$10.7M (+$622.5K)
Filed 2026-10-08
McKinley Carter Wealth Services, Inc.
INCREASED
Shares19,275 from 19,157
Change+118 (+1%)
Value$10.6M (+$790.6K)
Filed 2026-10-16
Legacy Private Trust Co.
DECREASED
Shares19,217 from 19,543
Change-326 (-2%)
Value$10.6M (+$560.3K)
Filed 2026-10-06
Apella Capital, LLC
INCREASED
Shares19,199 from 18,432
Change+767 (+4%)
Value$10.9M (+$1.1M)
Filed 2026-10-08
V-Square Quantitative Management LLC
INCREASED
Shares19,108 from 18,817
Change+291 (+2%)
Value$10.5M (+$873.1K)
Filed 2026-10-15
Hingham Institution for Savings
UNCHANGED
Shares19,100 from 19,100
Change0 (0%)
Value$10.5M (+$723.3K)
Filed 2026-10-20
Kornitzer Capital Management Inc
DECREASED
Shares19,090 from 19,420
Change-330 (-2%)
Value$10.5M (+$553.5K)
Filed 2026-11-03
Walter Public Investments Inc.
INCREASED
Shares18,894 from 14,915
Change+3,979 (+27%)
Value$10.4M (+$2.8M)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares18,752 from 19,913
Change-1,161 (-6%)
Value$10.3M (+$113.5K)
Filed 2026-10-16
James Investment Research, Inc.
DECREASED
Shares18,431 from 18,997
Change-566 (-3%)
Value$10.2M (+$407.3K)
Filed 2026-10-22
Diversified Trust Co
INCREASED
Shares18,284 from 18,199
Change+85 (+0%)
Value$10.1M (+$735.7K)
Filed 2026-11-06
Cypress Capital Group
DECREASED
Shares18,265 from 19,008
Change-743 (-4%)
Value$10.1M (+$310.1K)
Filed 2026-11-03
Guardian Partners Inc.
DECREASED
Shares18,127 from 18,475
Change-348 (-2%)
Value$10.0M (+$507.7K)
Filed 2026-10-21
Certified Advisory Corp
DECREASED
Shares17,989 from 18,313
Change-324 (-2%)
Value$9.9M (+$514.7K)
Filed 2026-10-29
Physicians Financial Services, Inc.
DECREASED
Shares17,973 from 18,038
Change-65 (0%)
Value$9.9K (-$9.3M)
Filed 2026-11-04
TBH Global Asset Management, LLC
DECREASED
Shares17,783 from 17,915
Change-132 (-1%)
Value$9.8M (+$605.6K)
Filed 2026-11-03
Trust Co of Toledo NA
INCREASED
Shares17,664 from 17,421
Change+243 (+1%)
Value$9.7M (+$793.7K)
Filed 2026-10-16
Progressive Investment Management Corp
DECREASED
Shares17,610 from 17,798
Change-188 (-1%)
Value$9.7M (+$570.3K)
Filed 2026-10-26
City Holding Co
DECREASED
Shares17,484 from 17,558
Change-74 (0%)
Value$9.6M (+$624.2K)
Filed 2026-10-19
Tema Etfs LLC
INCREASED
Shares17,458 from 17,084
Change+374 (+2%)
Value$9.6M (+$853.2K)
Filed 2026-10-16
Cypress Asset Management Inc
DECREASED
Shares17,321 from 17,796
Change-475 (-3%)
Value$9.6M (+$412.0K)
Filed 2026-10-09
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares17,224 from 17,224
Change0 (0%)
Value$9.5M (+$652.3K)
Filed 2026-10-05
CWA Asset Management Group, LLC
DECREASED
Shares17,198 from 20,910
Change-3,712 (-18%)
Value$9.5M (-$1.3M)
Filed 2026-10-19
Praxis Investment Management Inc
UNCHANGED
Shares17,176 from 17,176
Change0 (0%)
Value$9.5K (-$8.8M)
Filed 2026-11-03
Knights of Columbus Asset Advisors LLC
INCREASED
Shares17,146 from 16,854
Change+292 (+2%)
Value$9.5M (+$799.3K)
Filed 2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares16,954 from 16,954
Change0 (0%)
Value$8.7M ($0)
Filed 2026-10-15
Cohen Klingenstein LLC
UNCHANGED
Shares16,800 from 16,800
Change0 (0%)
Value$9.3M (+$636.2K)
Filed 2026-10-15
Northeast Investment Management
DECREASED
Shares16,692 from 16,969
Change-277 (-2%)
Value$9.2M (+$489.9K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares16,669 from 16,467
Change+202 (+1%)
Value$9.2M (+$735.0K)
Filed 2026-10-28
Axxion S.A.
UNCHANGED
Shares16,664 from 16,664
Change0 (0%)
Value$9.2M (+$1.8M)
Filed 2026-10-22
TD Private Client Wealth LLC
DECREASED
Shares16,624 from 17,005
Change-381 (-2%)
Value$9.2M (+$433.9K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares16,564 from 21,615
Change-5,051 (-23%)
Value$9.1M (-$2.0M)
Filed 2026-10-16
Capital Investment Advisors, LLC
INCREASED
Shares16,390 from 16,060
Change+330 (+2%)
Value$9.0M (+$790.1K)
Filed 2026-10-22
Live Oak Private Wealth LLC
DECREASED
Shares16,333 from 17,775
Change-1,442 (-8%)
Value$9.0M (-$122.0K)
Filed 2026-11-02
OMC Financial Services LTD
DECREASED
Shares16,332 from 32,699
Change-16,367 (-50%)
Value$9.0M (-$7.8M)
Filed 2026-10-19
Saybrook Capital
DECREASED
Shares16,295 from 16,340
Change-45 (0%)
Value$9.0M (+$594.0K)
Filed 2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares16,280 from 16,017
Change+263 (+2%)
Value$9.0M (+$751.7K)
Filed 2026-10-23
Mattern Capital Management, LLC
DECREASED
Shares16,194 from 16,976
Change-782 (-5%)
Value$8.9M (+$211.6K)
Filed 2026-11-02
Gibraltar Capital Management, Inc.
INCREASED
Shares16,186 from 15,072
Change+1,114 (+7%)
Value$8.9M (+$1.2M)
Filed 2026-10-27
Coastline Trust Co
DECREASED
Shares16,094 from 16,696
Change-602 (-4%)
Value$8.9M (+$300.3K)
Filed 2026-10-01
Evergreen Capital Management LLC
INCREASED
Shares16,034 from 15,076
Change+958 (+6%)
Value$8.8M (+$1.1M)
Filed 2026-10-23
HUB Investment Partners, LLC
DECREASED
Shares16,023 from 30,894
Change-14,871 (-48%)
Value$8.8M (-$7.0M)
Filed 2026-11-03
Parisi Gray Wealth Management
INCREASED
Shares15,978 from 15,895
Change+83 (+1%)
Value$8.8M (+$647.8K)
Filed 2026-10-16
Stokes Capital Advisors, LLC
DECREASED
Shares15,946 from 16,811
Change-865 (-5%)
Value$8.8M (+$159.6K)
Filed 2026-10-09
Investment House LLC
DECREASED
Shares15,914 from 18,326
Change-2,412 (-13%)
Value$8.8M (-$636.1K)
Filed 2026-10-21
Greg Jennings, LLC
NEW
Shares15,839
Change+15,839
Value$8.7M
Filed 2026-10-19
Crystal Rock Capital Management
UNCHANGED
Shares15,814 from 15,814
Change0 (0%)
Value$8.7M (+$598.9K)
Filed 2026-10-28
Berkeley, Inc
INCREASED
Shares15,762 from 15,131
Change+631 (+4%)
Value$8.7M (+$920.7K)
Filed 2026-10-20
Agur Provident & Training Funds Management LTD
UNCHANGED
Shares15,680 from 15,680
Change0 (0%)
Value$86.5K (+$10.7K)
Filed 2026-11-02
Americana Partners, LLC
DECREASED
Shares15,675 from 17,123
Change-1,448 (-8%)
Value$8.6M (-$150.6K)
Filed 2026-10-28
Herold Advisors, Inc.
DECREASED
Shares15,644 from 15,902
Change-258 (-2%)
Value$8.6M (+$460.2K)
Filed 2026-10-19
Y.D. More Investments Ltd
INCREASED
Shares15,633 from 11,971
Change+3,662 (+31%)
Value$8.6M (+$2.5M)
Filed 2026-11-02
First Citizens Bank & Trust Co
INCREASED
Shares15,572 from 5,817
Change+9,755 (+168%)
Value$8.6M (+$5.6M)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED
Shares15,515 from 15,827
Change-312 (-2%)
Value$8.6M (+$427.6K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares15,481 from 15,907
Change-426 (-3%)
Value$8.5M (+$232.2K)
Filed 2026-11-02
Rossmore Private Capital
DECREASED
Shares15,131 from 15,273
Change-142 (-1%)
Value$8.3M (+$500.1K)
Filed 2026-10-27
Private Wealth Partners, LLC
DECREASED
Shares15,103 from 15,260
Change-157 (-1%)
Value$8.3M (+$491.3K)
Filed 2026-10-22
Sava Infond d.o.o.
INCREASED
Shares15,050 from 14,770
Change+280 (+2%)
Value$8.3M (+$713.8K)
Filed 2026-10-28
Compound Planning, Inc.
INCREASED
Shares15,012 from 13,485
Change+1,527 (+11%)
Value$8.3M (+$1.4M)
Filed 2026-11-05
Level Four Advisory Services, LLC
DECREASED
Shares15,000 from 16,751
Change-1,751 (-10%)
Value$8.3M (-$331.0K)
Filed 2026-11-06
General American Investors Co Inc
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$8.3M (+$568.1K)
Filed 2026-11-02
RKL Wealth Management LLC
DECREASED
Shares14,968 from 15,247
Change-279 (-2%)
Value$8.3M (+$423.8K)
Filed 2026-10-16
Univest Financial Corp
INCREASED
Shares14,968 from 14,840
Change+128 (+1%)
Value$8.3M (+$632.4K)
Filed 2026-11-05
Pictet North America Advisors SA
INCREASED
Shares14,908 from 11,592
Change+3,316 (+29%)
Value$8.2M (+$2.3M)
Filed 2026-10-21
William Allan Corp
INCREASED
Shares14,835 from 14,812
Change+23 (+0%)
Value$8.2M (+$573.4K)
Filed 2026-10-14
CFM Wealth Partners LLC
DECREASED
Shares14,790 from 14,998
Change-208 (-1%)
Value$8.2M (+$453.3K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
DECREASED
Shares14,701 from 15,591
Change-890 (-6%)
Value$8.1M (+$99.6K)
Filed 2026-10-15
Laurion Capital Management LP
INCREASED
Shares14,580 from 962
Change+13,618 (+1416%)
Value$8.0M (+$7.5M)
Filed 2026-10-30
Fischer Financial Services, Inc.
DECREASED
Shares14,576 from 14,659
Change-83 (-1%)
Value$8.0M (+$509.3K)
Filed 2026-10-30
First Premier Bank
DECREASED
Shares14,537 from 14,570
Change-33 (0%)
Value$8.0K (+$533)
Filed 2026-10-13
Zweig-DiMenna Associates LLC
NEW
Shares14,500
Change+14,500
Value$8.0M
Filed 2026-11-06
Poehling Capital Management, Inc.
DECREASED
Shares14,458 from 14,547
Change-89 (-1%)
Value$8.0M (+$501.8K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares14,407 from 10,817
Change+3,590 (+33%)
Value$7.9M (+$2.4M)
Filed 2026-11-03
Mission Wealth Management, LP
INCREASED
Shares14,398 from 12,666
Change+1,732 (+14%)
Value$7.9M (+$1.4M)
Filed 2026-10-15
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares14,395 from 14,395
Change0 (0%)
Value$7.9M (+$545.1K)
Filed 2026-11-06
Hall Laurie J Trustee
DECREASED
Shares14,387 from 14,459
Change-72 (0%)
Value$7.9M (+$507.9K)
Filed 2026-10-06
Condor Capital Management
DECREASED
Shares14,361 from 14,548
Change-187 (-1%)
Value$7.9M (+$448.0K)
Filed 2026-11-06
BAR Harbor Wealth Management
DECREASED
Shares14,300 from 14,505
Change-205 (-1%)
Value$7.9M (+$436.3K)
Filed 2026-10-21
Vantage Investment Partners, LLC
INCREASED
Shares14,300 from 14,281
Change+19 (+0%)
Value$7.9M (+$551.3K)
Filed 2026-10-27
Parsons Capital Management Inc
DECREASED
Shares14,239 from 14,644
Change-405 (-3%)
Value$7.9M (+$331.2K)
Filed 2026-10-28
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares14,200 from 14,200
Change0 (0%)
Value$7.8M (+$538.2K)
Filed 2026-10-30
Integrity Alliance, Llc.
INCREASED
Shares14,197 from 13,174
Change+1,023 (+8%)
Value$7.8M (+$1.1M)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
DECREASED
Shares14,134 from 14,606
Change-472 (-3%)
Value$7.8M (+$292.8K)
Filed 2026-10-05
Roman Butler Fullerton & Co
DECREASED
Shares14,081 from 14,258
Change-177 (-1%)
Value$8.7M (+$1.0M)
Filed 2026-10-27
Linscomb Wealth, Inc.
INCREASED
Shares13,974 from 13,966
Change+8 (+0%)
Value$7.7M (+$533.7K)
Filed 2026-11-05
VestGen Advisors, LLC
INCREASED
Shares13,760 from 13,649
Change+111 (+1%)
Value$7.6M (+$577.9K)
Filed 2026-10-27
Premier Fund Managers Ltd
DECREASED
Shares13,710 from 16,184
Change-2,474 (-15%)
Value$7.7K (-$8.2M)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares13,657 from 11,212
Change+2,445 (+22%)
Value$7.8M (+$1.9M)
Filed 2026-10-09
Harbor Capital Advisors, Inc.
INCREASED
Shares13,600 from 13,520
Change+80 (+1%)
Value$7.5K (-$6.9M)
Filed 2026-10-22
CMH Wealth Management LLC
INCREASED
Shares13,579 from 13,065
Change+514 (+4%)
Value$7.5M (+$778.2K)
Filed 2026-10-22
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares13,541 from 14,815
Change-1,274 (-9%)
Value$7.5M (-$141.5K)
Filed 2026-10-13
Investment Research & Advisory Group, Inc.
DECREASED
Shares13,446 from 13,750
Change-304 (-2%)
Value$7.4M (+$366.7K)
Filed 2026-10-19
S.E.E.D. Planning Group LLC
INCREASED
Shares13,401 from 13,326
Change+75 (+1%)
Value$7.4M (+$545.9K)
Filed 2026-10-07
Addenda Capital Inc.
UNCHANGED
Shares13,400 from 13,400
Change0 (0%)
Value$7.4M (+$507.5K)
Filed 2026-10-13
DE Burlo Group Inc
DECREASED
Shares13,317 from 13,397
Change-80 (-1%)
Value$7.3M (+$463.3K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
DECREASED
Shares13,250 from 13,578
Change-328 (-2%)
Value$7.3M (+$333.8K)
Filed 2026-11-02
Ayrshire Capital Management LLC
DECREASED
Shares13,242 from 14,055
Change-813 (-6%)
Value$7.3M (+$83.9K)
Filed 2026-10-20
Hixon Zuercher, LLC
DECREASED
Shares13,077 from 13,186
Change-109 (-1%)
Value$7.2M (+$439.4K)
Filed 2026-10-13
Stackstone Wealth, LLC
NEW
Shares13,057
Change+13,057
Value$7.2M
Filed 2026-10-19
Canandaigua National Bank & Trust Co
DECREASED
Shares13,018 from 13,135
Change-117 (-1%)
Value$7.2M (+$432.9K)
Filed 2026-10-07
Procyon Advisors, LLC
INCREASED
Shares13,017 from 12,020
Change+997 (+8%)
Value$7.2M (+$1.0M)
Filed 2026-10-21
Welch & Forbes LLC
DECREASED
Shares12,979 from 13,080
Change-101 (-1%)
Value$7.2M (+$439.6K)
Filed 2026-11-04
NovaPoint Capital, LLC
DECREASED
Shares12,971 from 13,434
Change-463 (-3%)
Value$7.2M (+$253.5K)
Filed 2026-10-22
Stanley-Laman Group, Ltd.
DECREASED
Shares12,868 from 13,121
Change-253 (-2%)
Value$7.1M (+$357.4K)
Filed 2026-10-20
Armstrong Henry H Associates Inc
INCREASED
Shares12,645 from 12,440
Change+205 (+2%)
Value$7.0M (+$584.2K)
Filed 2026-10-07
Central Bank & Trust Co
DECREASED
Shares12,553 from 12,725
Change-172 (-1%)
Value$6.9M (+$387.0K)
Filed 2026-10-09
Gryphon Financial Partners LLC
INCREASED
Shares12,523 from 12,259
Change+264 (+2%)
Value$6.9M (+$609.6K)
Filed 2026-11-04
Verdence Capital Advisors LLC
INCREASED
Shares12,520 from 11,004
Change+1,516 (+14%)
Value$6.9M (+$1.3M)
Filed 2026-10-26
Conning Inc.
DECREASED
Shares12,424 from 13,927
Change-1,503 (-11%)
Value$6.9M (-$301.4K)
Filed 2026-10-27
Peachtree Investment Partners, LLC
DECREASED
Shares12,417 from 13,080
Change-663 (-5%)
Value$6.8M (+$129.6K)
Filed 2026-11-05
Schear Investment Advisers, LLC
NEW
Shares12,206
Change+12,206
Value$6.7M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares12,206 from 11,717
Change+489 (+4%)
Value$6.7M (+$713.7K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares12,159 from 9,420
Change+2,739 (+29%)
Value$6.7M (+$1.9M)
Filed 2026-10-23
Raub Brock Capital Management LP
DECREASED
Shares12,158 from 25,981
Change-13,823 (-53%)
Value$6.7M (-$6.6M)
Filed 2026-10-21
Kesler, Norman & Wride, LLC
DECREASED
Shares12,105 from 12,146
Change-41 (0%)
Value$6.7M (+$438.1K)
Filed 2026-11-06
Chickasaw Capital Management LLC
DECREASED
Shares12,088 from 12,343
Change-255 (-2%)
Value$6.7M (+$6.7M)
Filed 2026-10-08
Eukles Asset Management
DECREASED
Shares12,076 from 12,199
Change-123 (-1%)
Value$6.7M (+$394.2K)
Filed 2026-11-04
Leuthold Group, LLC
DECREASED
Shares12,021 from 12,303
Change-282 (-2%)
Value$6.6M (+$310.4K)
Filed 2026-11-04
Bfsg, LLC
DECREASED
Shares12,007 from 12,069
Change-62 (-1%)
Value$6.6M (+$423.1K)
Filed 2026-10-30
Sagespring Wealth Partners, LLC
INCREASED
Shares11,970 from 10,211
Change+1,759 (+17%)
Value$6.6M (+$1.4M)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares11,946 from 11,872
Change+74 (+1%)
Value$6.6M (+$490.3K)
Filed 2026-10-16
Guinness Atkinson Asset Management Inc
DECREASED
Shares11,843 from 12,014
Change-171 (-1%)
Value$6.5M (+$360.7K)
Filed 2026-11-05
Xxec, Inc.
DECREASED
Shares11,816 from 95,940
Change-84,124 (-88%)
Value$6.5M (-$40.8M)
Filed 2026-11-05
Yacktman Asset Management LP
INCREASED
Shares11,816 from 11,670
Change+146 (+1%)
Value$6.5M (+$522.5K)
Filed 2026-11-02
Triglav Investments, D.O.O.
INCREASED
Shares11,778 from 11,369
Change+409 (+4%)
Value$6.5M (+$657.2K)
Filed 2026-11-06
Patton Albertson Miller Group, LLC
INCREASED
Shares11,720 from 11,621
Change+99 (+1%)
Value$6.5M (+$494.7K)
Filed 2026-10-26
Deltec Asset Management LLC
DECREASED
Shares11,703 from 12,364
Change-661 (-5%)
Value$6.5M (+$103.7K)
Filed 2026-10-26
AlpenGlobal Capital LLC
DECREASED
Shares11,700 from 11,736
Change-36 (0%)
Value$6.5M (+$424.6K)
Filed 2026-11-06
Vista Investment Partners LLC
DECREASED
Shares11,560 from 11,778
Change-218 (-2%)
Value$6.4M (+$328.0K)
Filed 2026-10-08
Bdf-Gestion
DECREASED
Shares11,497 from 12,956
Change-1,459 (-11%)
Value$6.3M (+$3.7M)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares11,490 from 11,369
Change+121 (+1%)
Value$6.3M (+$497.2K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares11,463 from 9,299
Change+2,164 (+23%)
Value$6.3M (+$1.6M)
Filed 2026-10-13
Advanced Asset Management Advisors Inc
UNCHANGED
Shares11,450 from 11,450
Change0 (0%)
Value$6.3M (+$433.6K)
Filed 2026-10-20
Eastern Bank
INCREASED
Shares11,241 from 11,105
Change+136 (+1%)
Value$6.2M (+$495.5K)
Filed 2026-10-05
Chicago Partners Investment Group LLC
DECREASED
Shares11,215 from 11,440
Change-225 (-2%)
Value$7.0M (+$926.9K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
INCREASED
Shares11,203 from 958
Change+10,245 (+1069%)
Value$6.2M (+$5.7M)
Filed 2026-10-29
Synergy Asset Management, LLC
NEW
Shares11,200
Change+11,200
Value$6.2M
Filed 2026-11-05
Boit C F David
INCREASED
Shares11,190 from 11,140
Change+50 (+0%)
Value$6.2M (+$449.4K)
Filed 2026-10-29
Azzad Asset Management Inc
DECREASED
Shares11,187 from 11,312
Change-125 (-1%)
Value$6.2M (+$359.5K)
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares11,088 from 10,195
Change+893 (+9%)
Value$6.1M (+$878.5K)
Filed 2026-10-29
Modera Wealth Management, LLC
INCREASED
Shares11,040 from 10,910
Change+130 (+1%)
Value$6.1M (+$484.8K)
Filed 2026-10-28
Archford Capital Strategies, LLC
INCREASED
Shares11,009 from 10,692
Change+317 (+3%)
Value$6.1M (+$579.7K)
Filed 2026-10-19
Bretton Capital Management, LLC
UNCHANGED
Shares10,980 from 10,980
Change0 (0%)
Value$6.1M (+$415.8K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares10,967 from 11,311
Change-344 (-3%)
Value$6.0M (+$238.8K)
Filed 2026-10-20
McHugh Group, LLC
DECREASED
Shares10,961 from 11,066
Change-105 (-1%)
Value$6.0M (+$361.2K)
Filed 2026-10-19
Stonebridge Financial Group, LLC
INCREASED
Shares10,935 from 10,637
Change+298 (+3%)
Value$6.0M (+$567.4K)
Filed 2026-10-01
Fiduciary Alliance LLC
DECREASED
Shares10,927 from 11,595
Change-668 (-6%)
Value$6.0M (+$70.7K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,878 from 10,798
Change+80 (+1%)
Value$6.0M (+$453.1K)
Filed 2026-11-03
Carret Asset Management, LLC
DECREASED
Shares10,783 from 10,793
Change-10 (0%)
Value$5.9M (+$403.2K)
Filed 2026-11-04
Midwest Trust Co
INCREASED
Shares10,754 from 9,674
Change+1,080 (+11%)
Value$5.9M (+$961.9K)
Filed 2026-10-22
Aaron Wealth Advisors LLC
INCREASED
Shares10,732 from 9,530
Change+1,202 (+13%)
Value$5.9M (+$1.0M)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares10,718 from 28
Change+10,690 (+38179%)
Value$5.9M (+$5.9M)
Filed 2026-10-30
Frank, Rimerman Advisors LLC
INCREASED
Shares10,683 from 10,571
Change+112 (+1%)
Value$5.9M (+$462.1K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares10,636 from 10,370
Change+266 (+3%)
Value$5.9M (+$539.5K)
Filed 2026-10-27
Mccarter Private Wealth Services LLC
DECREASED
Shares10,580 from 10,810
Change-230 (-2%)
Value$5.8M (+$282.5K)
Filed 2026-10-22
ICW Investment Advisors LLC
DECREASED
Shares10,504 from 10,592
Change-88 (-1%)
Value$5.8M (+$353.2K)
Filed 2026-10-27
Midway Capital Research & Management
INCREASED
Shares10,420 from 10,411
Change+9 (+0%)
Value$5.7M (+$399.2K)
Filed 2026-10-20
Cornerstone Advisory, LLC
INCREASED
Shares10,349 from 10,272
Change+77 (+1%)
Value$5.7M (+$431.2K)
Filed 2026-11-06
Kennedy Investment Group, Inc.
DECREASED
Shares10,346 from 10,721
Change-375 (-3%)
Value$5.7M (+$198.9K)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares10,341 from 9,082
Change+1,259 (+14%)
Value$5.7M (+$1.0M)
Filed 2026-10-13
Everest Financial Group LLC
INCREASED
Shares10,316 from 8,503
Change+1,813 (+21%)
Value$5.7M (+$1.3M)
Filed 2026-11-06
GHP Investment Advisors, Inc.
INCREASED
Shares10,302 from 9,620
Change+682 (+7%)
Value$5.7M (+$740.3K)
Filed 2026-10-15
Leelyn Smith, LLC
INCREASED
Shares10,275 from 10,251
Change+24 (+0%)
Value$5.7M (+$401.2K)
Filed 2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED
Shares10,261 from 8,520
Change+1,741 (+20%)
Value$5.8M (+$1.4M)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares10,229 from 10,207
Change+22 (+0%)
Value$5.6M (+$398.3K)
Filed 2026-10-13
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares10,207 from 10,207
Change0 (0%)
Value$5.6M (+$386.5K)
Filed 2026-11-06
Fulcrum Asset Management LLP
INCREASED
Shares10,181 from 9,423
Change+758 (+8%)
Value$5.7M (+$935.5K)
Filed 2026-11-04
Brighton Jones LLC
INCREASED
Shares10,058 from 9,925
Change+133 (+1%)
Value$5.5M (+$449.4K)
Filed 2026-11-03
Martin Capital Advisors, LLP
DECREASED
Shares10,013 from 10,046
Change-33 (0%)
Value$5.5M (+$362.2K)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares9,996 from 10,118
Change-122 (-1%)
Value$5.5M (+$316.0K)
Filed 2026-11-04
ROI Financial Advisors, LLC
DECREASED
Shares9,992 from 10,130
Change-138 (-1%)
Value$5.5M (+$307.4K)
Filed 2026-10-19
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares9,972 from 9,981
Change-9 (0%)
Value$5.5M (+$372.7K)
Filed 2026-10-13
JAG Capital Management, LLC
DECREASED
Shares9,915 from 10,033
Change-118 (-1%)
Value$5.5M (+$314.9K)
Filed 2026-11-06
Fourpath Capital Management, LLC
DECREASED
Shares9,892 from 10,121
Change-229 (-2%)
Value$5.5M (+$257.0K)
Filed 2026-10-19
Summit Global Investments
INCREASED
Shares9,890 from 9,852
Change+38 (+0%)
Value$5.5K (-$5.1M)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares9,812 from 10,145
Change-333 (-3%)
Value$5.4M (+$200.6K)
Filed 2026-10-05
Linden Thomas Advisory Services, LLC
INCREASED
Shares9,706 from 9,628
Change+78 (+1%)
Value$5.4M (+$407.6K)
Filed 2026-10-19
Kathmere Capital Management, LLC
INCREASED
Shares9,700 from 5,619
Change+4,081 (+73%)
Value$5.3M (+$2.5M)
Filed 2026-10-20
Norden Group LLC
DECREASED
Shares9,682 from 9,924
Change-242 (-2%)
Value$5.3M (+$241.3K)
Filed 2026-10-20
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares9,664 from 11,453
Change-1,789 (-16%)
Value$5.3M (-$552.9K)
Filed 2026-10-22
Pictet Bank & Trust Ltd
DECREASED
Shares9,650 from 10,025
Change-375 (-4%)
Value$5.3M (+$172.8K)
Filed 2026-10-21
Lynch Asset Management, Inc.
UNCHANGED
Shares9,575 from 9,575
Change0 (0%)
Value$5.3M (+$362.6K)
Filed 2026-10-28
Prosperitas Financial LLC
INCREASED
Shares9,563 from 8,688
Change+875 (+10%)
Value$5.3M (+$811.8K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
DECREASED
Shares9,431 from 9,434
Change-3 (0%)
Value$5.2M (+$355.7K)
Filed 2026-11-06
Luma Capital S.A. - SPF
UNCHANGED
Shares9,404 from 9,404
Change0 (0%)
Value$5.2M (+$356.1K)
Filed 2026-10-21
Resonant Capital Advisors, LLC
INCREASED
Shares9,297 from 8,657
Change+640 (+7%)
Value$5.1M (+$680.8K)
Filed 2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares9,239 from 9,208
Change+31 (+0%)
Value$5.1M (+$365.8K)
Filed 2026-10-21
Angeles Wealth Management, LLC
INCREASED
Shares9,166 from 8,689
Change+477 (+5%)
Value$5.1M (+$592.1K)
Filed 2026-10-26
Trust Asset Management LLC
DECREASED
Shares9,077 from 9,097
Change-20 (0%)
Value$5.0M (+$333.5K)
Filed 2026-11-03
Grandfield & Dodd, LLC
INCREASED
Shares9,053 from 8,853
Change+200 (+2%)
Value$5.0M (+$445.6K)
Filed 2026-10-29
Berbice Capital Management LLC
DECREASED
Shares9,038 from 9,046
Change-8 (0%)
Value$5.0M (+$338.2K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
INCREASED
Shares8,880 from 8,749
Change+131 (+2%)
Value$4.9M (+$403.6K)
Filed 2026-10-16
West Branch Capital LLC
INCREASED
Shares8,878 from 8,619
Change+259 (+3%)
Value$4.9M (+$469.4K)
Filed 2026-10-20
Focused Alpha, LLC
INCREASED
Shares8,834 from 7,386
Change+1,448 (+20%)
Value$4.9M (+$1.1M)
Filed 2026-10-20
Advocate Group LLC
INCREASED
Shares8,825 from 8,757
Change+68 (+1%)
Value$4.9M (+$369.1K)
Filed 2026-10-19
Natural Investments, LLC
INCREASED
Shares8,779 from 8,532
Change+247 (+3%)
Value$4.8M (+$459.3K)
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares8,762 from 9,330
Change-568 (-6%)
Value$4.8M (+$40.8K)
Filed 2026-10-23
Aviance Capital Partners, LLC
INCREASED
Shares8,762 from 8,751
Change+11 (+0%)
Value$4.8M (+$337.5K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
INCREASED
Shares8,748 from 8,431
Change+317 (+4%)
Value$4.8M (+$494.1K)
Filed 2026-10-21
United Bank
INCREASED
Shares8,693 from 8,482
Change+211 (+2%)
Value$4.8M (+$437.6K)
Filed 2026-11-06
Segment Wealth Management, LLC
INCREASED
Shares8,643 from 7,767
Change+876 (+11%)
Value$4.8M (+$777.2K)
Filed 2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED
Shares8,603 from 8,808
Change-205 (-2%)
Value$4.7M (+$220.5K)
Filed 2026-11-05
Petredis Investment Advisors LLC
INCREASED
Shares8,588 from 8,568
Change+20 (+0%)
Value$4.7M (+$335.5K)
Filed 2026-10-20
Kerusso Capital Management LLC
INCREASED
Shares8,558 from 7,766
Change+792 (+10%)
Value$4.7M (+$730.9K)
Filed 2026-10-27
Commonwealth Retirement Investments LLC
INCREASED
Shares8,557 from 8,379
Change+178 (+2%)
Value$4.7M (+$415.5K)
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares8,551 from 8,329
Change+222 (+3%)
Value$4.7M (+$437.7K)
Filed 2026-11-05
Texas Bank & Trust Co
DECREASED
Shares8,520 from 8,525
Change-5 (0%)
Value$4.7M (+$320.1K)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares8,486 from 8,464
Change+22 (+0%)
Value$4.7M (+$332.9K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
DECREASED
Shares8,400 from 9,422
Change-1,022 (-11%)
Value$4.6M (-$206.9K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
DECREASED
Shares8,351 from 9,493
Change-1,142 (-12%)
Value$4.6M (-$269.8K)
Filed 2026-10-26
Peddock Capital Advisors, LLC
DECREASED
Shares8,291 from 8,373
Change-82 (-1%)
Value$4.6M (+$272.1K)
Filed 2026-10-16
Lockheed Martin Investment Management Co
DECREASED
Shares8,250 from 12,060
Change-3,810 (-32%)
Value$4.5M (-$1.6M)
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares8,218 from 10,310
Change-2,092 (-20%)
Value$4.5M (-$763.7K)
Filed 2026-11-05
Nitor Capital Management, LLC
UNCHANGED
Shares8,200 from 8,200
Change0 (0%)
Value$4.5M (+$310.5K)
Filed 2026-11-04
Avior Wealth Management, LLC
DECREASED
Shares8,183 from 10,056
Change-1,873 (-19%)
Value$4.5M (-$652.0K)
Filed 2026-10-13
WD Rutherford LLC
DECREASED
Shares8,182 from 8,563
Change-381 (-4%)
Value$4.5M (+$114.2K)
Filed 2026-10-26
Independence Bank of Kentucky
INCREASED
Shares8,177 from 8,162
Change+15 (+0%)
Value$4.5M (+$317.4K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED
Shares8,171 from 7,585
Change+586 (+8%)
Value$4.5M (+$610.4K)
Filed 2026-10-08
Kampmann Melissa S.
INCREASED
Shares8,131 from 7,987
Change+144 (+2%)
Value$4.5M (+$381.9K)
Filed 2026-10-28
AGF Management LTD
INCREASED
Shares8,088 from 5,820
Change+2,268 (+39%)
Value$4.5M (+$1.5M)
Filed 2026-11-03
Clearstead Trust, LLC
DECREASED
Shares8,034 from 8,045
Change-11 (0%)
Value$4.4M (+$298.6K)
Filed 2026-11-06
Orser Capital Management, LLC
INCREASED
Shares7,967 from 7,937
Change+30 (+0%)
Value$4.4M (+$317.1K)
Filed 2026-10-13
Strengthening Families & Communities, LLC
INCREASED
Shares7,949 from 7,903
Change+46 (+1%)
Value$4.4M (+$324.7K)
Filed 2026-10-21
Profund Advisors LLC
INCREASED
Shares7,931 from 7,110
Change+821 (+12%)
Value$4.4M (+$722.0K)
Filed 2026-10-29
Moody National Bank Trust Division
INCREASED
Shares7,916 from 6,775
Change+1,141 (+17%)
Value$4.4M (+$885.8K)
Filed 2026-10-06
Galvin, Gaustad & Stein, LLC
DECREASED
Shares7,903 from 7,992
Change-89 (-1%)
Value$4.4M (+$253.6K)
Filed 2026-10-08
Moneco Advisors, LLC
INCREASED
Shares7,881 from 3,299
Change+4,582 (+139%)
Value$4.3M (+$2.7M)
Filed 2026-11-05
Katamaran Capital LLP
DECREASED
Shares7,880 from 16,489
Change-8,609 (-52%)
Value$4.3M (-$4.1M)
Filed 2026-10-27
TriaGen Wealth Management LLC
INCREASED
Shares7,865 from 5,639
Change+2,226 (+39%)
Value$4.3M (+$1.4M)
Filed 2026-10-14
Schmidt P J Investment Management Inc
DECREASED
Shares7,799 from 7,855
Change-56 (-1%)
Value$4.3M (+$266.9K)
Filed 2026-11-02
SBI Securities Co., Ltd.
INCREASED
Shares7,793 from 7,774
Change+19 (+0%)
Value$4.3M (+$304.9K)
Filed 2026-10-22
Krilogy Financial LLC
INCREASED
Shares7,747 from 6,080
Change+1,667 (+27%)
Value$4.6M (+$1.5M)
Filed 2026-10-13
CGN Advisors LLC
DECREASED
Shares7,685 from 8,335
Change-650 (-8%)
Value$4.2M (-$43.1K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares7,685 from 8,171
Change-486 (-6%)
Value$4.2M (+$41.1K)
Filed 2026-10-20
Kendall Capital Management
INCREASED
Shares7,674 from 7,549
Change+125 (+2%)
Value$4.2M (+$354.8K)
Filed 2026-10-23
Moors & Cabot, Inc.
DECREASED
Shares7,674 from 7,731
Change-57 (-1%)
Value$4.2M (+$261.7K)
Filed 2026-11-06
Mitchell Capital Management Co
INCREASED
Shares7,653 from 7,516
Change+137 (+2%)
Value$4.2M (+$360.2K)
Filed 2026-10-29
Certuity, LLC
DECREASED
Shares7,641 from 8,110
Change-469 (-6%)
Value$4.2M (+$57.9K)
Filed 2026-11-02
Citizens & Northern Corp
DECREASED
Shares7,613 from 7,840
Change-227 (-3%)
Value$4.2M (+$171.7K)
Filed 2026-11-06
Klingman & Associates, LLC
INCREASED
Shares7,609 from 7,493
Change+116 (+2%)
Value$4.2M (+$347.7K)
Filed 2026-10-20
Cullinan Associates Inc
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$4.2M (+$287.8K)
Filed 2026-11-03
Courier Capital LLC
DECREASED
Shares7,584 from 7,806
Change-222 (-3%)
Value$4.2M (+$173.2K)
Filed 2026-10-19
Cigna Investments Inc
DECREASED
Shares7,565 from 7,628
Change-63 (-1%)
Value$4.2K (-$3.9M)
Filed 2026-10-19
Greenfield Savings Bank
DECREASED
Shares7,528 from 7,553
Change-25 (0%)
Value$4.2M (+$272.2K)
Filed 2026-10-07
Larson Financial Group LLC
INCREASED
Shares7,507 from 7,248
Change+259 (+4%)
Value$4.1M (+$417.1K)
Filed 2026-11-05
Cohen Capital Management, Inc.
UNCHANGED
Shares7,407 from 7,407
Change0 (0%)
Value$4.1M (+$280.5K)
Filed 2026-10-14
Somerset Trust Co
INCREASED
Shares7,374 from 7,364
Change+10 (+0%)
Value$4.1M (+$284.4K)
Filed 2026-10-13
Howland Capital Management LLC
DECREASED
Shares7,368 from 7,386
Change-18 (0%)
Value$4.1M (+$269.8K)
Filed 2026-10-22
Titiun Yejiel
UNCHANGED
Shares7,335 from 7,335
Change0 (0%)
Value$4.0M (+$277.8K)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares7,334 from 6,859
Change+475 (+7%)
Value$4.0M (+$521.7K)
Filed 2026-10-19
Bluedoor Private Wealth, LLC
DECREASED
Shares7,261 from 7,277
Change-16 (0%)
Value$4.0M (+$266.8K)
Filed 2026-11-05
Strong Tower Advisory Services
INCREASED
Shares7,237 from 7,171
Change+66 (+1%)
Value$4.0M (+$308.0K)
Filed 2026-10-13
Nvwm, LLC
INCREASED
Shares7,230 from 7,208
Change+22 (+0%)
Value$4.0M (+$285.1K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares7,209 from 7,172
Change+37 (+1%)
Value$4.0M (+$292.0K)
Filed 2026-10-23
Bell Asset Management Ltd
DECREASED
Shares7,141 from 14,120
Change-6,979 (-49%)
Value$3.9M (-$3.3M)
Filed 2026-10-08
IPG Investment Advisors LLC
INCREASED
Shares7,139 from 6,925
Change+214 (+3%)
Value$3.9M (+$380.3K)
Filed 2026-10-30
Agate Pass Investment Management, LLC
INCREASED
Shares7,121 from 6,877
Change+244 (+4%)
Value$3.9M (+$395.3K)
Filed 2026-10-20
Little House Capital LLC
INCREASED
Shares7,112 from 6,685
Change+427 (+6%)
Value$3.9M (+$488.7K)
Filed 2026-11-06
Portside Wealth Group, LLC
DECREASED
Shares7,084 from 7,423
Change-339 (-5%)
Value$3.9M (+$93.7K)
Filed 2026-10-20
Sawyer & Company, Inc
DECREASED
Shares7,077 from 7,171
Change-94 (-1%)
Value$3.9M (+$219.7K)
Filed 2026-10-21
Processus Wealth & Capital Management, LLC
DECREASED
Shares7,023 from 7,621
Change-598 (-8%)
Value$3.9M (-$41.1K)
Filed 2026-10-16
Cornerstone Wealth Group, LLC
INCREASED
Shares7,019 from 6,670
Change+349 (+5%)
Value$3.9M (+$445.0K)
Filed 2026-11-02
Viking Fund Management LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$3.9M (+$265.1K)
Filed 2026-10-14
TritonPoint Partners, LLC
DECREASED
Shares6,965 from 26,945
Change-19,980 (-74%)
Value$3.8M (-$10.0M)
Filed 2026-11-05
Parkside Financial Bank & Trust
DECREASED
Shares6,925 from 7,001
Change-76 (-1%)
Value$3.8M (+$223.2K)
Filed 2026-10-27
Oak Thistle LLC
NEW
Shares6,921
Change+6,921
Value$3.8M
Filed 2026-10-21
Harold Davidson & Associates Inc.
DECREASED
Shares6,901 from 6,923
Change-22 (0%)
Value$3.8M (+$250.0K)
Filed 2026-10-29
First Bank & Trust
DECREASED
Shares6,879 from 6,930
Change-51 (-1%)
Value$3.8M (+$234.3K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
DECREASED
Shares6,872 from 6,952
Change-80 (-1%)
Value$3.8K (-$3.4M)
Filed 2026-11-04
SeaBridge Investment Advisors LLC
INCREASED
Shares6,862 from 6,826
Change+36 (+1%)
Value$3.8M (+$278.4K)
Filed 2026-11-02
NBT Bank, N.A.
INCREASED
Shares6,805 from 6,509
Change+296 (+5%)
Value$3.8M (+$409.7K)
Filed 2026-10-21
Premier Path Wealth Partners, LLC
INCREASED
Shares6,804 from 6,311
Change+493 (+8%)
Value$3.8M (+$510.9K)
Filed 2026-10-16
Myriad Asset Management Advisors LLC
INCREASED
Shares6,785 from 4,341
Change+2,444 (+56%)
Value$3.7M (+$1.5M)
Filed 2026-11-03
St. Louis Financial Planners Asset Management, LLC
NEW
Shares6,750
Change+6,750
Value$3.9M
Filed 2026-10-16
James Hambro & Partners LLP
DECREASED
Shares6,739 from 8,101
Change-1,362 (-17%)
Value$3.7M (-$443.3K)
Filed 2026-10-19
Calamos Wealth Management LLC
INCREASED
Shares6,731 from 6,649
Change+82 (+1%)
Value$3.7M (+$297.0K)
Filed 2026-11-02
Eley Financial Management, Inc
INCREASED
Shares6,731 from 6,674
Change+57 (+1%)
Value$3.7M (+$284.2K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares6,717 from 7,619
Change-902 (-12%)
Value$3.7M (-$208.9K)
Filed 2026-10-07
ARQ Wealth Advisors, LLC
DECREASED
Shares6,698 from 7,289
Change-591 (-8%)
Value$3.7M (-$183.8K)
Filed 2026-10-29
Investment Insight Wealth Management, LLC
DECREASED
Shares6,687 from 6,689
Change-2 (0%)
Value$3.7M (+$252.4K)
Filed 2026-10-30
Woodard & Co Asset Management Group Inc
DECREASED
Shares6,636 from 7,051
Change-415 (-6%)
Value$3.7M (+$38.1K)
Filed 2026-11-03
Midwest Professional Planners, Ltd.
INCREASED
Shares6,608 from 6,518
Change+90 (+1%)
Value$3.6M (+$296.9K)
Filed 2026-10-29
Great Lakes Retirement, Inc.
INCREASED
Shares6,593 from 6,397
Change+196 (+3%)
Value$3.6M (+$350.7K)
Filed 2026-10-26
Marion Wealth Management
INCREASED
Shares6,580 from 6,488
Change+92 (+1%)
Value$3.6M (+$296.6K)
Filed 2026-10-22
HBK Sorce Advisory LLC
UNCHANGED
Shares6,576 from 6,576
Change0 (0%)
Value$4.3M (+$562.0K)
Filed 2026-11-06
Global Trust Asset Management, LLC
DECREASED
Shares6,522 from 6,543
Change-21 (0%)
Value$3.6M (+$236.4K)
Filed 2026-10-19
CRA Financial Services, LLC
INCREASED
Shares6,520 from 6,493
Change+27 (+0%)
Value$3.6M (+$261.0K)
Filed 2026-10-16
3Chopt Investment Partners, LLC
INCREASED
Shares6,510 from 6,192
Change+318 (+5%)
Value$3.6M (+$409.9K)
Filed 2026-10-30
General Partner, Inc.
DECREASED
Shares6,503 from 7,653
Change-1,150 (-15%)
Value$3.6M (-$344.4K)
Filed 2026-10-05
Inspirion Wealth Advisors, LLC
DECREASED
Shares6,469 from 6,475
Change-6 (0%)
Value$3.6M (+$184.7K)
Filed 2026-10-09
Ceera Investments, LLC
DECREASED
Shares6,465 from 6,519
Change-54 (-1%)
Value$3.6M (+$217.1K)
Filed 2026-11-02
Correct Capital Wealth Management
DECREASED
Shares6,454 from 6,575
Change-121 (-2%)
Value$3.6M (+$182.5K)
Filed 2026-11-02
Tranquility Partners, LLC
DECREASED
Shares6,447 from 6,553
Change-106 (-2%)
Value$3.6M (+$189.8K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares6,441
Change+6,441
Value$4.2K
Filed 2026-11-03
Avestar Capital, LLC
DECREASED
Shares6,439 from 12,439
Change-6,000 (-48%)
Value$3.6M (-$2.8M)
Filed 2026-10-28
Chatham Capital Group, Inc.
INCREASED
Shares6,413 from 5,956
Change+457 (+8%)
Value$3.5M (+$477.6K)
Filed 2026-10-16
Aviso Wealth Management
DECREASED
Shares6,413 from 6,561
Change-148 (-2%)
Value$3.5M (+$166.9K)
Filed 2026-11-04
Weatherly Asset Management L. P.
INCREASED
Shares6,411 from 6,221
Change+190 (+3%)
Value$3.5M (+$340.4K)
Filed 2026-10-20
MV Capital Management, Inc.
DECREASED
Shares6,410 from 7,036
Change-626 (-9%)
Value$3.5M (-$78.8K)
Filed 2026-10-29
Everhart Financial Group, Inc.
INCREASED
Shares6,381 from 5,996
Change+385 (+6%)
Value$3.5M (+$439.4K)
Filed 2026-10-08
Zions Bancorporation, National Association
INCREASED
Shares6,371 from 6,008
Change+363 (+6%)
Value$3.5M (+$427.7K)
Filed 2026-11-06
Howard Capital Management, LLC
INCREASED
Shares6,354 from 6,305
Change+49 (+1%)
Value$3.5M (+$265.8K)
Filed 2026-10-16
PDS Planning, Inc
INCREASED
Shares6,323 from 6,236
Change+87 (+1%)
Value$3.5M (+$284.1K)
Filed 2026-11-03
Mirabaud & Cie SA
INCREASED
Shares6,285 from 5,745
Change+540 (+9%)
Value$3.5M (+$515.4K)
Filed 2026-10-27
Boomfish Wealth Group, LLC
INCREASED
Shares6,275 from 6,224
Change+51 (+1%)
Value$3.5M (+$263.9K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
INCREASED
Shares6,232 from 6,117
Change+115 (+2%)
Value$3.4M (+$295.4K)
Filed 2026-10-29
Grove Bank & Trust
DECREASED
Shares6,181 from 6,186
Change-5 (0%)
Value$3.4M (+$231.5K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
INCREASED
Shares6,163 from 4,794
Change+1,369 (+29%)
Value$3.4M (+$1.0M)
Filed 2026-10-13
Concord Wealth Partners
INCREASED
Shares6,134 from 6,058
Change+76 (+1%)
Value$3.4M (+$271.4K)
Filed 2026-11-02
Cordatus Wealth Management LLC
DECREASED
Shares6,130 from 6,310
Change-180 (-3%)
Value$3.4M (+$139.6K)
Filed 2026-10-19
Gold Investment Management Ltd.
INCREASED
Shares6,111 from 5,945
Change+166 (+3%)
Value$3.4M (+$316.7K)
Filed 2026-10-19
LVW Advisors, LLC
INCREASED
Shares6,068 from 6,008
Change+60 (+1%)
Value$3.3M (+$260.6K)
Filed 2026-10-19
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares6,056 from 6,003
Change+53 (+1%)
Value$3.3M (+$256.6K)
Filed 2026-10-29
Redmond Asset Management, LLC
INCREASED
Shares6,035 from 6,009
Change+26 (+0%)
Value$3.3M (+$241.9K)
Filed 2026-10-27
Trust Point Inc.
INCREASED
Shares6,024 from 4,938
Change+1,086 (+22%)
Value$3.3M (+$785.9K)
Filed 2026-10-27
Catalyst Financial Partners LLC
INCREASED
Shares6,005 from 5,424
Change+581 (+11%)
Value$3.3M (+$525.8K)
Filed 2026-11-06
Principle Wealth Partners LLC
INCREASED
Shares5,973 from 5,800
Change+173 (+3%)
Value$3.3M (+$315.6K)
Filed 2026-11-02
Applied Capital LLC
INCREASED
Shares5,973 from 5,948
Change+25 (+0%)
Value$3.3M (+$239.0K)
Filed 2026-10-07
Vista Investment Partners II, LLC
DECREASED
Shares5,971 from 6,062
Change-91 (-1%)
Value$3.3M (+$179.4K)
Filed 2026-10-15
Arjuna Capital
DECREASED
Shares5,957 from 6,167
Change-210 (-3%)
Value$3.3M (+$117.7K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares5,913 from 5,984
Change-71 (-1%)
Value$3.3M (+$187.5K)
Filed 2026-11-04
Peoples Financial Services Corp.
DECREASED
Shares5,904 from 5,976
Change-72 (-1%)
Value$3.3M (+$186.6K)
Filed 2026-10-20
Boston Trust Walden Corp
DECREASED
Shares5,888 from 6,104
Change-216 (-4%)
Value$3.2M (+$112.0K)
Filed 2026-10-30
Alpha Omega Wealth Management LLC
DECREASED
Shares5,883 from 5,893
Change-10 (0%)
Value$3.2M (+$217.7K)
Filed 2026-10-23
AXS Investments LLC
DECREASED
Shares5,875 from 7,244
Change-1,369 (-19%)
Value$3.2M (-$480.6K)
Filed 2026-11-04
Cullen Investment Group, Ltd.
DECREASED
Shares5,858 from 6,244
Change-386 (-6%)
Value$3.5M (+$278.7K)
Filed 2026-10-13
Rockline Wealth Management, LLC
INCREASED
Shares5,836 from 5,763
Change+73 (+1%)
Value$3.2M (+$258.3K)
Filed 2026-10-26
Security National Bank
INCREASED
Shares5,832 from 5,812
Change+20 (+0%)
Value$3.2M (+$231.1K)
Filed 2026-10-26
Prudent Man Advisors, LLC
DECREASED
Shares5,809 from 5,873
Change-64 (-1%)
Value$3.2M (+$187.1K)
Filed 2026-11-03
YHB Investment Advisors, Inc.
DECREASED
Shares5,798 from 6,219
Change-421 (-7%)
Value$3.2M (+$3.3K)
Filed 2026-10-08
Concord Asset Management, LLC
INCREASED
Shares5,781 from 5,568
Change+213 (+4%)
Value$3.2M (+$328.4K)
Filed 2026-11-02
Cornerstone Planning, LLC
INCREASED
Shares5,776 from 5,744
Change+32 (+1%)
Value$3.0M (+$84.2K)
Filed 2026-10-27
Liberty Capital Management, Inc.
INCREASED
Shares5,766 from 4,868
Change+898 (+18%)
Value$3.2M (+$679.6K)
Filed 2026-11-02
Pinkerton Wealth, LLC
DECREASED
Shares5,753 from 5,824
Change-71 (-1%)
Value$3.2M (+$262.6K)
Filed 2026-10-29
Alta Advisers Ltd
INCREASED
Shares5,749 from 3,247
Change+2,502 (+77%)
Value$3.2M (+$1.5M)
Filed 2026-11-02
Old Second National Bank of Aurora
DECREASED
Shares5,723 from 6,407
Change-684 (-11%)
Value$3.2M (-$134.6K)
Filed 2026-10-22
Purkiss Capital Advisors LLC
INCREASED
Shares5,719 from 5,717
Change+2 (+0%)
Value$3.2M (+$217.4K)
Filed 2026-11-06
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares5,707 from 5,302
Change+405 (+8%)
Value$3.1M (+$424.2K)
Filed 2026-10-20
Confluence Wealth Services, Inc.
DECREASED
Shares5,671 from 6,684
Change-1,013 (-15%)
Value$3.1M (-$305.5K)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares5,671 from 6,059
Change-388 (-6%)
Value$3.1M (+$15.5K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED
Shares5,630 from 84,747
Change-79,117 (-93%)
Value$3.1M (-$40.4M)
Filed 2026-10-13
Bell Bank
INCREASED
Shares5,627 from 5,487
Change+140 (+3%)
Value$3.1M (+$285.0K)
Filed 2026-10-21
Freedom Day Solutions, LLC
INCREASED
Shares5,621 from 5,495
Change+126 (+2%)
Value$3.1M (+$277.7K)
Filed 2026-10-20
Clark Asset Management, LLC
DECREASED
Shares5,618 from 5,622
Change-4 (0%)
Value$3.1M (+$210.3K)
Filed 2026-10-19
Aprio Wealth Management, LLC
INCREASED
Shares5,597 from 4,549
Change+1,048 (+23%)
Value$3.1M (+$750.4K)
Filed 2026-10-28
True Freedom Investing, LLC
DECREASED
Shares5,574 from 5,642
Change-68 (-1%)
Value$3.1M (+$254.8K)
Filed 2026-10-29
Kenora Financial, LLC
UNCHANGED
Shares5,564 from 5,564
Change0 (0%)
Value$3.1M (+$210.7K)
Filed 2026-10-20
Enterprise Financial Services Corp
INCREASED
Shares5,562 from 5,525
Change+37 (+1%)
Value$3.1M (+$229.6K)
Filed 2026-11-03
Patten & Patten Inc
UNCHANGED
Shares5,558 from 5,558
Change0 (0%)
Value$3.1M (+$210.5K)
Filed 2026-10-26
WealthBridge Capital Management, LLC
INCREASED
Shares5,554 from 5,550
Change+4 (+0%)
Value$3.1M (+$212.4K)
Filed 2026-10-16
Trail Ridge Investment Advisors, LLC
INCREASED
Shares5,551 from 5,500
Change+51 (+1%)
Value$3.1M (+$236.4K)
Filed 2026-10-16
Strategic Advisors LLC
DECREASED
Shares5,546 from 5,557
Change-11 (0%)
Value$3.1M (+$204.5K)
Filed 2026-10-13
Curated Wealth Partners LLC
INCREASED
Shares5,538 from 1,336
Change+4,202 (+315%)
Value$3.1M (+$2.4M)
Filed 2026-10-15
First Affirmative Financial Network
NEW
Shares5,533
Change+5,533
Value$3.1M
Filed 2026-10-21
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares5,525 from 5,665
Change-140 (-2%)
Value$3.0M (+$137.3K)
Filed 2026-10-30
Dudley Capital Management, LLC
UNCHANGED
Shares5,522 from 5,522
Change0 (0%)
Value$3.0M (+$209.1K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares5,518 from 5,576
Change-58 (-1%)
Value$3.0M (+$179.1K)
Filed 2026-10-26
Altura Wealth Advisors Inc.
INCREASED
Shares5,512 from 5,139
Change+373 (+7%)
Value$3.0M (+$400.3K)
Filed 2026-10-22
First American Bank
INCREASED
Shares5,498 from 5,431
Change+67 (+1%)
Value$3.0M (+$242.6K)
Filed 2026-10-27
AMG National Trust Bank
DECREASED
Shares5,482 from 5,617
Change-135 (-2%)
Value$3.0M (+$138.6K)
Filed 2026-11-05
Gables Capital Management Inc.
UNCHANGED
Shares5,474 from 5,474
Change0 (0%)
Value$3.0M (+$207.3K)
Filed 2026-11-04
Elmwood Wealth Management, Inc.
INCREASED
Shares5,471 from 5,422
Change+49 (+1%)
Value$3.0M (+$232.4K)
Filed 2026-10-14
Marks Group Wealth Management, Inc
DECREASED
Shares5,468 from 6,046
Change-578 (-10%)
Value$3.0M (-$89.8K)
Filed 2026-11-05
Park State Asset Management
UNCHANGED
Shares5,444 from 5,444
Change0 (0%)
Value$3.0M (+$206.2K)
Filed 2026-11-02
American National Bank & Trust
INCREASED
Shares5,443 from 5,349
Change+94 (+2%)
Value$3.0M (+$254.5K)
Filed 2026-10-07
Princeton Capital Management LLC
DECREASED
Shares5,403 from 5,495
Change-92 (-2%)
Value$3.0M (+$157.3K)
Filed 2026-10-27
Mitchell Sinkler & Starr
DECREASED
Shares5,378 from 5,388
Change-10 (0%)
Value$3.0M (+$198.5K)
Filed 2026-10-13
Cooper Financial Group
INCREASED
Shares5,325 from 4,582
Change+743 (+16%)
Value$2.9M (+$583.7K)
Filed 2026-10-07
Rockingstone Advisors LLC
INCREASED
Shares5,218 from 5,217
Change+1 (+0%)
Value$2.9M (+$198.1K)
Filed 2026-10-16
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares5,162 from 5,162
Change0 (0%)
Value$2.8M (+$195.7K)
Filed 2026-11-06
Putney Financial Group LLC
DECREASED
Shares5,142 from 5,231
Change-89 (-2%)
Value$2.8M (+$149.0K)
Filed 2026-10-30
Perpetual Ltd
DECREASED
Shares5,128 from 6,317
Change-1,189 (-19%)
Value$2.8M (-$416.5K)
Filed 2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,116 from 5,175
Change-59 (-1%)
Value$2.8M (+$163.4K)
Filed 2026-11-02
Bourne Lent Asset Management Inc
UNCHANGED
Shares5,088 from 5,088
Change0 (0%)
Value$2.8M (+$192.7K)
Filed 2026-11-05
Moss Adams Wealth Advisors LLC
DECREASED
Shares5,076 from 5,649
Change-573 (-10%)
Value$2.8M (-$102.0K)
Filed 2026-10-28
S.A. Mason LLC
INCREASED
Shares5,062 from 4,947
Change+115 (+2%)
Value$2.8M (+$251.1K)
Filed 2026-10-13
Canopy Partners, LLC
INCREASED
Shares5,061 from 4,885
Change+176 (+4%)
Value$2.8M (+$282.1K)
Filed 2026-10-28
Balboa Wealth Partners
INCREASED
Shares5,046 from 5,008
Change+38 (+1%)
Value$2.8M (+$210.6K)
Filed 2026-10-20
Hardy Reed LLC
INCREASED
Shares5,035 from 4,923
Change+112 (+2%)
Value$2.8M (+$248.2K)
Filed 2026-11-06
Stableford Capital II LLC
DECREASED
Shares5,022 from 5,203
Change-181 (-3%)
Value$2.8M (+$97.2K)
Filed 2026-10-09
Fairfield Financial Advisors, LTD
DECREASED
Shares5,011 from 5,431
Change-420 (-8%)
Value$2.8M (-$25.8K)
Filed 2026-10-14
AdvisorNet Financial, Inc
DECREASED
Shares4,995 from 5,005
Change-10 (0%)
Value$3.0M (+$442.1K)
Filed 2026-10-15
Convergence Investment Partners, LLC
INCREASED
Shares4,984 from 660
Change+4,324 (+655%)
Value$2.7M (+$2.4M)
Filed 2026-10-28
Scott & Selber, Inc.
DECREASED
Shares4,966 from 4,973
Change-7 (0%)
Value$2.7M (+$184.5K)
Filed 2026-10-21
Lebenthal Global Advisors, LLC
INCREASED
Shares4,945 from 4,496
Change+449 (+10%)
Value$2.7M (+$417.5K)
Filed 2026-10-28
Able Wealth Management LLC
INCREASED
Shares4,918 from 4,890
Change+28 (+1%)
Value$2.8M (+$273.4K)
Filed 2026-10-13
Wealth Group, Ltd.
DECREASED
Shares4,902 from 18,038
Change-13,136 (-73%)
Value$2.7K (-$9.3M)
Filed 2026-10-30
Piscataqua Savings Bank
DECREASED
Shares4,870 from 5,032
Change-162 (-3%)
Value$2.7M (+$101.2K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
DECREASED
Shares4,843 from 4,928
Change-85 (-2%)
Value$2.7M (+$139.9K)
Filed 2026-11-04
StoneX Group Inc.
DECREASED
Shares4,829 from 6,650
Change-1,821 (-27%)
Value$2.7M (-$701.1K)
Filed 2026-11-03
Chemistry Wealth Management LLC
INCREASED
Shares4,820 from 4,775
Change+45 (+1%)
Value$2.7M (+$205.7K)
Filed 2026-10-16
MeadowBrook Investment Advisors LLC
DECREASED
Shares4,808 from 5,015
Change-207 (-4%)
Value$3.0M (+$468.8K)
Filed 2026-10-29
S-Bank Fund Management Ltd
INCREASED
Shares4,805 from 4,571
Change+234 (+5%)
Value$2.6M (+$302.1K)
Filed 2026-11-06
Tobam
DECREASED
Shares4,800 from 5,484
Change-684 (-12%)
Value$2.6K (-$2.8M)
Filed 2026-11-03
Whalen Wealth Management Inc.
INCREASED
Shares4,793 from 3,469
Change+1,324 (+38%)
Value$2.6M (+$861.5K)
Filed 2026-10-08
SVB Wealth LLC
DECREASED
Shares4,781 from 6,016
Change-1,235 (-21%)
Value$2.6M (-$453.2K)
Filed 2026-11-06
PFW Advisors LLC
DECREASED
Shares4,770 from 4,788
Change-18 (0%)
Value$2.6M (+$171.4K)
Filed 2026-10-07
Ignite Planners, LLC
INCREASED
Shares4,756 from 4,263
Change+493 (+12%)
Value$2.6M (+$439.3K)
Filed 2026-10-14
Asset Dedication, LLC
DECREASED
Shares4,750 from 5,031
Change-281 (-6%)
Value$2.6M (+$35.6K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares4,740 from 15,631
Change-10,891 (-70%)
Value$2.6M (-$5.4M)
Filed 2026-10-21
Advisor OS, LLC
DECREASED
Shares4,735 from 4,908
Change-173 (-4%)
Value$2.6M (+$89.7K)
Filed 2026-11-03
Tower Trust & Investment Co
DECREASED
Shares4,734 from 4,740
Change-6 (0%)
Value$2.6M (+$176.2K)
Filed 2026-10-28
Chicago Trust Co NA
DECREASED
Shares4,728 from 4,786
Change-58 (-1%)
Value$2.6M (+$149.3K)
Filed 2026-10-28
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares4,700 from 4,605
Change+95 (+2%)
Value$2.6M (+$226.8K)
Filed 2026-10-15
Arthur M. Cohen & Associates, LLC
DECREASED
Shares4,698 from 4,752
Change-54 (-1%)
Value$2.6M (+$150.2K)
Filed 2026-10-26
Chilton Capital Management LLC
DECREASED
Shares4,685 from 4,861
Change-176 (-4%)
Value$2.6M (+$87.0K)
Filed 2026-10-28
Charles Schwab Trust Co
INCREASED
Shares4,672 from 4,372
Change+300 (+7%)
Value$2.6M (+$331.0K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares4,667 from 4,627
Change+40 (+1%)
Value$2.6M (+$197.3K)
Filed 2026-10-22
Guardian Wealth Management, Inc.
INCREASED
Shares4,651 from 4,587
Change+64 (+1%)
Value$2.6M (+$208.8K)
Filed 2026-10-30
Bahl & Gaynor LLC
DECREASED
Shares4,618 from 4,623
Change-5 (0%)
Value$2.5M (+$172.3K)
Filed 2026-11-05
Archer Investment Corp
INCREASED
Shares4,603 from 4,289
Change+314 (+7%)
Value$2.5M (+$335.7K)
Filed 2026-11-05
Symphony Financial, Ltd. Co.
DECREASED
Shares4,591 from 8,378
Change-3,787 (-45%)
Value$2.6M (-$1.7M)
Filed 2026-10-22
Channing Global Advisors, LLC
INCREASED
Shares4,590 from 4,377
Change+213 (+5%)
Value$2.5M (+$283.2K)
Filed 2026-11-03
WT Wealth Management
DECREASED
Shares4,582 from 4,901
Change-319 (-7%)
Value$2.5M (+$10.0K)
Filed 2026-10-13
Quantum Private Wealth, LLC
DECREASED
Shares4,572 from 4,582
Change-10 (0%)
Value$2.5M (+$168.0K)
Filed 2026-10-20
ProVise Management Group, LLC
DECREASED
Shares4,563 from 4,748
Change-185 (-4%)
Value$2.5M (+$77.8K)
Filed 2026-11-06
Visionary Wealth Advisors
DECREASED
Shares4,521 from 5,123
Change-602 (-12%)
Value$2.5M (-$138.1K)
Filed 2026-11-04
Nicholas Hoffman & Company, Llc.
INCREASED
Shares4,493 from 4,469
Change+24 (+1%)
Value$2.5M (+$182.5K)
Filed 2026-10-30
Novem Group
DECREASED
Shares4,481 from 4,680
Change-199 (-4%)
Value$2.5M (+$67.5K)
Filed 2026-10-19
Valmark Advisers, Inc.
INCREASED
Shares4,469 from 3,667
Change+802 (+22%)
Value$2.5M (+$581.2K)
Filed 2026-11-06
New Hampshire Trust
DECREASED
Shares4,459 from 4,485
Change-26 (-1%)
Value$2.5M (+$155.5K)
Filed 2026-10-20
RMR Wealth Builders
INCREASED
Shares4,444 from 4,420
Change+24 (+1%)
Value$2.5M (+$180.6K)
Filed 2026-10-22
Compass Wealth Management LLC
UNCHANGED
Shares4,429 from 4,429
Change0 (0%)
Value$2.4M (+$167.7K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares4,421 from 5,306
Change-885 (-17%)
Value$2.4M (-$287.1K)
Filed 2026-10-15
Personal CFO Solutions, LLC
DECREASED
Shares4,413 from 5,791
Change-1,378 (-24%)
Value$2.4M (-$540.8K)
Filed 2026-11-06
Westhampton Capital, LLC
INCREASED
Shares4,363 from 4,352
Change+11 (+0%)
Value$2.4M (+$170.9K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
INCREASED
Shares4,358 from 4,193
Change+165 (+4%)
Value$2.4M (+$249.8K)
Filed 2026-10-29
Essential Investment Partners LLC
DECREASED
Shares4,336 from 4,553
Change-217 (-5%)
Value$2.4M (+$52.8K)
Filed 2026-10-27
DDD Partners, LLC
INCREASED
Shares4,332 from 1,013
Change+3,319 (+328%)
Value$2.4M (+$1.9M)
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares4,279 from 4,328
Change-49 (-1%)
Value$2.4M (+$136.9K)
Filed 2026-10-14
Lynx Investment Advisory
DECREASED
Shares4,267 from 6,965
Change-2,698 (-39%)
Value$2.4M (-$1.2M)
Filed 2026-10-27
Sanders Morris Harris LLC
NEW
Shares4,261
Change+4,261
Value$2.4M
Filed 2026-10-14
Smithbridge Asset Management Inc
DECREASED
Shares4,235 from 4,302
Change-67 (-2%)
Value$2.3M (+$126.0K)
Filed 2026-10-19
Richwood Investment Advisors, LLC
INCREASED
Shares4,218 from 3,985
Change+233 (+6%)
Value$2.3M (+$279.9K)
Filed 2026-10-30
Ameliora Wealth Management Ltd.
UNCHANGED
Shares4,215 from 4,215
Change0 (0%)
Value$2.3M (+$159.6K)
Filed 2026-10-23
Plancorp, LLC
DECREASED
Shares4,193 from 4,494
Change-301 (-7%)
Value$2.7M (+$258.9K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
DECREASED
Shares4,190 from 4,223
Change-33 (-1%)
Value$2.3M (+$141.7K)
Filed 2026-10-22
Montecito Bank & Trust
INCREASED
Shares4,166 from 3,969
Change+197 (+5%)
Value$2.3M (+$258.9K)
Filed 2026-10-01
Ledyard National Bank
DECREASED
Shares4,138 from 4,928
Change-790 (-16%)
Value$2.3M (-$249.0K)
Filed 2026-10-21
Ascentis Independent Advisors
INCREASED
Shares4,122 from 6
Change+4,116 (+68600%)
Value$2.3M (+$2.3M)
Filed 2026-11-03
Mechanics Bank Trust Department
DECREASED
Shares4,109 from 4,320
Change-211 (-5%)
Value$2.3M (+$47.2K)
Filed 2026-10-13
Mystic Asset Management, Inc.
DECREASED
Shares4,095 from 4,096
Change-1 (0%)
Value$2.3M (+$154.6K)
Filed 2026-10-15
Altman Advisors, Inc.
DECREASED
Shares4,090 from 4,103
Change-13 (0%)
Value$2.3M (+$148.2K)
Filed 2026-11-05
Jackson Square Capital, LLC
INCREASED
Shares4,061 from 3,611
Change+450 (+12%)
Value$2.2M (+$384.9K)
Filed 2026-10-19
Middleton & Co Inc
UNCHANGED
Shares4,058 from 4,058
Change0 (0%)
Value$2.2M (+$153.7K)
Filed 2026-10-23
Asset One Wealth Management LLC
INCREASED
Shares4,051 from 3,895
Change+156 (+4%)
Value$2.2M (+$149.4K)
Filed 2026-11-02
AUA Capital Management, LLC
UNCHANGED
Shares4,029 from 4,029
Change0 (0%)
Value$2.2M (+$152.6K)
Filed 2026-10-15
First Nebraska Trust Co
UNCHANGED
Shares4,005 from 4,005
Change0 (0%)
Value$2.2M (+$151.6K)
Filed 2026-10-30
HCR Wealth Advisors
INCREASED
Shares3,990 from 3,589
Change+401 (+11%)
Value$2.2M (+$357.2K)
Filed 2026-10-15
RDA Financial Network
INCREASED
Shares3,986 from 3,833
Change+153 (+4%)
Value$2.2M (+$229.3K)
Filed 2026-10-15
Interchange Capital Partners, LLC
DECREASED
Shares3,961 from 4,439
Change-478 (-11%)
Value$2.2M (-$94.0K)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares3,960 from 2,783
Change+1,177 (+42%)
Value$2.2M (+$754.5K)
Filed 2026-11-04
Brown Miller Wealth Management, LLC
INCREASED
Shares3,960 from 3,344
Change+616 (+18%)
Value$2.2M (+$465.9K)
Filed 2026-11-02
Koa Wealth Management, LLC
INCREASED
Shares3,951 from 3,740
Change+211 (+6%)
Value$2.2M (+$258.0K)
Filed 2026-10-14
Cox Capital Mgt LLC
DECREASED
Shares3,945 from 3,958
Change-13 (0%)
Value$2.2M (+$142.7K)
Filed 2026-10-07
Corps Capital Advisors, LLC
UNCHANGED
Shares3,934 from 3,934
Change0 (0%)
Value$2.2M (+$149.0K)
Filed 2026-11-05
Platform Technology Partners
INCREASED
Shares3,930 from 3,895
Change+35 (+1%)
Value$2.2M (+$166.6K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares3,926 from 3,408
Change+518 (+15%)
Value$2.2M (+$414.5K)
Filed 2026-10-28
Lifestyle Asset Management, Inc.
INCREASED
Shares3,922 from 3,700
Change+222 (+6%)
Value$2.2M (+$262.3K)
Filed 2026-10-20
Highland Capital Management, LLC
DECREASED
Shares3,895 from 5,188
Change-1,293 (-25%)
Value$2.1M (-$516.6K)
Filed 2026-10-26
Black Diamond Financial, LLC
DECREASED
Shares3,890 from 3,898
Change-8 (0%)
Value$2.1M (+$143.2K)
Filed 2026-10-26
Sepio Capital, LP
DECREASED
Shares3,887 from 5,330
Change-1,443 (-27%)
Value$2.1M (-$594.1K)
Filed 2026-10-22
Staley Capital Advisers Inc
UNCHANGED
Shares3,887 from 3,887
Change0 (0%)
Value$2.1M (+$147.2K)
Filed 2026-11-06
DeDora Capital, Inc.
DECREASED
Shares3,838 from 4,522
Change-684 (-15%)
Value$2.1M (-$205.6K)
Filed 2026-10-26
Three Seasons Wealth, LLC
DECREASED
Shares3,759 from 3,903
Change-144 (-4%)
Value$2.1M (+$68.4K)
Filed 2026-11-03
Kestra Investment Management, LLC
INCREASED
Shares3,756 from 3,374
Change+382 (+11%)
Value$2.1M (+$338.6K)
Filed 2026-11-04
Baker Avenue Asset Management, LP
DECREASED
Shares3,754 from 3,954
Change-200 (-5%)
Value$2.1M (+$39.4K)
Filed 2026-11-06
Harrington Investments, Inc
INCREASED
Shares3,749 from 3,748
Change+1 (+0%)
Value$2.1M (+$142.5K)
Filed 2026-10-14
VAN Strum & Towne Inc.
INCREASED
Shares3,743 from 3,375
Change+368 (+11%)
Value$2.1M (+$330.8K)
Filed 2026-11-06
Forbes J M & Co LLP
DECREASED
Shares3,740 from 3,755
Change-15 (0%)
Value$2.1M (+$133.9K)
Filed 2026-10-16
Professional Financial Advisors, LLC
INCREASED
Shares3,729 from 3,703
Change+26 (+1%)
Value$2.1M (+$154.7K)
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares3,709 from 3,766
Change-57 (-2%)
Value$2.0M (+$111.4K)
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED
Shares3,682 from 3,866
Change-184 (-5%)
Value$2.0M (+$45.1K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares3,680 from 3,407
Change+273 (+8%)
Value$2.0M (+$279.6K)
Filed 2026-10-08
Shepherd Financial Partners LLC
INCREASED
Shares3,674 from 3,673
Change+1 (+0%)
Value$2.0M (+$139.5K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares3,672 from 3,738
Change-66 (-2%)
Value$2.0M (+$105.2K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares3,654 from 3,886
Change-232 (-6%)
Value$2.0M (+$24.9K)
Filed 2026-10-30
PFG Advisors
DECREASED
Shares3,643 from 3,770
Change-127 (-3%)
Value$2.0M (+$72.8K)
Filed 2026-10-16
First United Bank & Trust
DECREASED
Shares3,640 from 3,680
Change-40 (-1%)
Value$2.0M (+$117.3K)
Filed 2026-10-22
XXI Wealth, LLC
INCREASED
Shares3,630 from 2,502
Change+1,128 (+45%)
Value$2.0M (+$716.8K)
Filed 2026-10-22
Capital Asset Advisory Services LLC
DECREASED
Shares3,628 from 8,407
Change-4,779 (-57%)
Value$2.3M (-$2.0M)
Filed 2026-10-30
Focus Financial Network, Inc.
DECREASED
Shares3,591 from 3,817
Change-226 (-6%)
Value$2.0M (+$19.9K)
Filed 2026-10-14
Fragasso Financial Advisors Inc
INCREASED
Shares3,590 from 2,414
Change+1,176 (+49%)
Value$2.1M (+$875.2K)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares3,586 from 3,685
Change-99 (-3%)
Value$2.0M (+$85.0K)
Filed 2026-11-02
Lantern Wealth Advisors, LLC
INCREASED
Shares3,580 from 3,313
Change+267 (+8%)
Value$2.0M (+$272.7K)
Filed 2026-10-22
First National Bank Sioux Falls
DECREASED
Shares3,542 from 3,640
Change-98 (-3%)
Value$2.0M (+$65.8K)
Filed 2026-10-13
Advisory Resource Group
INCREASED
Shares3,533 from 3,422
Change+111 (+3%)
Value$1.9M (+$190.9K)
Filed 2026-10-26
Triad Wealth Partners, LLC
UNCHANGED
Shares3,524 from 3,524
Change0 (0%)
Value$1.9M (-$68.5K)
Filed 2026-10-26
Essex Bank
DECREASED
Shares3,523 from 3,560
Change-37 (-1%)
Value$1.9M (+$114.4K)
Filed 2026-10-16
Marino, Stram & Associates LLC
INCREASED
Shares3,522 from 2,473
Change+1,049 (+42%)
Value$1.9M (+$672.0K)
Filed 2026-10-22
Thrive Wealth Management, LLC
DECREASED
Shares3,510 from 3,552
Change-42 (-1%)
Value$1.9M (+$111.3K)
Filed 2026-10-13
Simon Quick Advisors, LLC
INCREASED
Shares3,509 from 1,072
Change+2,437 (+227%)
Value$1.9M (+$1.4M)
Filed 2026-10-26
Gibbs Wealth Management
INCREASED
Shares3,501 from 2,655
Change+846 (+32%)
Value$1.9M (+$567.2K)
Filed 2026-10-22
Steinberg Asset Management LLC
DECREASED
Shares3,493 from 3,498
Change-5 (0%)
Value$1.9M (+$129.7K)
Filed 2026-10-29
Sander Capital Advisors Inc
DECREASED
Shares3,480 from 3,658
Change-178 (-5%)
Value$1.9K (+$40)
Filed 2026-10-20
PCG Asset Management, LLC
INCREASED
Shares3,461 from 491
Change+2,970 (+605%)
Value$1.9M (+$1.7M)
Filed 2026-11-05
Family Capital Trust Co
UNCHANGED
Shares3,421 from 3,421
Change0 (0%)
Value$1.9M (+$129.6K)
Filed 2026-10-22
Third View Private Wealth, LLC
INCREASED
Shares3,402 from 3,139
Change+263 (+8%)
Value$1.9M (+$263.9K)
Filed 2026-10-30
Journey Advisory Group, LLC
DECREASED
Shares3,388 from 3,431
Change-43 (-1%)
Value$1.9M (+$106.2K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3,386 from 3,422
Change-36 (-1%)
Value$1.9M (+$109.7K)
Filed 2026-10-27
Union Savings Bank
DECREASED
Shares3,369 from 3,399
Change-30 (-1%)
Value$1.9M (+$112.2K)
Filed 2026-10-14
Accurate Wealth Management, LLC
DECREASED
Shares3,348 from 4,687
Change-1,339 (-29%)
Value$2.0M (-$446.8K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
DECREASED
Shares3,342 from 3,354
Change-12 (0%)
Value$1.8M (+$120.4K)
Filed 2026-10-13
Waterway Wealth Management, LLC
INCREASED
Shares3,324 from 3,234
Change+90 (+3%)
Value$1.8M (+$171.9K)
Filed 2026-10-28
Clear Creek Financial Management, LLC
INCREASED
Shares3,319 from 3,282
Change+37 (+1%)
Value$1.8M (+$144.8K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,303 from 3,261
Change+42 (+1%)
Value$1.8M (+$146.3K)
Filed 2026-10-16
Hilltop National Bank
INCREASED
Shares3,287 from 3,135
Change+152 (+5%)
Value$1.8M (+$202.5K)
Filed 2026-10-14
Culbertson A N & Co Inc
INCREASED
Shares3,286 from 3,097
Change+189 (+6%)
Value$1.8M (+$221.5K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
DECREASED
Shares3,277 from 3,345
Change-68 (-2%)
Value$1.8M (+$88.8K)
Filed 2026-10-23
Formidable Asset Management, LLC
DECREASED
Shares3,275 from 3,341
Change-66 (-2%)
Value$1.7M (+$12.3K)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares3,262 from 2,450
Change+812 (+33%)
Value$1.8M (+$540.8K)
Filed 2026-10-26
Aspiriant, LLC
INCREASED
Shares3,245 from 3,174
Change+71 (+2%)
Value$1.8M (+$159.0K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares3,241 from 2,918
Change+323 (+11%)
Value$2.1M (+$418.3K)
Filed 2026-11-02
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares3,236 from 2,707
Change+529 (+20%)
Value$1.8K (-$1.4M)
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares3,234 from 3,855
Change-621 (-16%)
Value$1.8M (-$196.5K)
Filed 2026-10-06
First Horizon Corp
DECREASED
Shares3,233 from 3,273
Change-40 (-1%)
Value$1.8M (+$101.9K)
Filed 2026-10-26
Joel Isaacson & Co., LLC
INCREASED
Shares3,223 from 3,167
Change+56 (+2%)
Value$1.8M (+$150.6K)
Filed 2026-11-05
Arrow Financial Corp
DECREASED
Shares3,205 from 3,388
Change-183 (-5%)
Value$1.8M (+$27.4K)
Filed 2026-10-26
Semus Wealth Partners LLC
DECREASED
Shares3,201 from 3,299
Change-98 (-3%)
Value$1.8M (+$70.9K)
Filed 2026-10-22
Elyxium Wealth, LLC
INCREASED
Shares3,198 from 3,106
Change+92 (+3%)
Value$1.8M (+$168.5K)
Filed 2026-10-27
Inlet Private Wealth, LLC
UNCHANGED
Shares3,184 from 3,184
Change0 (0%)
Value$1.8M (+$120.6K)
Filed 2026-10-21
Trust Investment Advisors
INCREASED
Shares3,170 from 3,029
Change+141 (+5%)
Value$1.7M (+$192.5K)
Filed 2026-10-20
Intelligent Financial Strategies
DECREASED
Shares3,168 from 3,170
Change-2 (0%)
Value$1.7M (+$119.0K)
Filed 2026-10-16
WBH Advisory Inc
DECREASED
Shares3,162 from 3,204
Change-42 (-1%)
Value$1.7M (+$98.1K)
Filed 2026-11-05
SS&H Financial Advisors, Inc.
DECREASED
Shares3,162 from 3,197
Change-35 (-1%)
Value$1.7K (-$1.6M)
Filed 2026-10-28
Cross Staff Investments Inc
INCREASED
Shares3,144 from 3,141
Change+3 (+0%)
Value$1.7M (+$120.2K)
Filed 2026-10-22
Burney Co/
DECREASED
Shares3,131 from 3,570
Change-439 (-12%)
Value$1.7M (-$106.9K)
Filed 2026-10-15
Community Bank & Trust, Waco, Texas
INCREASED
Shares3,127 from 3,000
Change+127 (+4%)
Value$1.7K (-$1.5M)
Filed 2026-10-19
AlphaStar Capital Management, LLC
INCREASED
Shares3,117 from 2,615
Change+502 (+19%)
Value$1.7M (+$376.0K)
Filed 2026-10-16
Fire Capital Management LLC
INCREASED
Shares3,115 from 2,887
Change+228 (+8%)
Value$1.7M (+$235.1K)
Filed 2026-10-27
Versant Capital Management, Inc
INCREASED
Shares3,107 from 2,629
Change+478 (+18%)
Value$1.7M (+$363.2K)
Filed 2026-10-02
Crew Capital Management, Ltd
INCREASED
Shares3,103 from 2,977
Change+126 (+4%)
Value$1.7M (+$182.2K)
Filed 2026-10-28
Embree Financial Group
DECREASED
Shares3,094 from 3,227
Change-133 (-4%)
Value$1.7M (+$48.7K)
Filed 2026-10-22
NWF Advisory Services Inc.
INCREASED
Shares3,072 from 2,646
Change+426 (+16%)
Value$1.7M (+$335.1K)
Filed 2026-10-19
Winch Advisory Services, LLC
DECREASED
Shares3,071 from 3,129
Change-58 (-2%)
Value$1.7M (+$86.8K)
Filed 2026-11-06
Howard Financial Services, Ltd.
INCREASED
Shares3,066 from 2,627
Change+439 (+17%)
Value$1.7M (+$341.4K)
Filed 2026-10-15
Heck Capital Advisors, LLC
INCREASED
Shares3,063 from 861
Change+2,202 (+256%)
Value$1.7M (+$1.2M)
Filed 2026-10-14
Deseret Mutual Benefit Administrators
INCREASED
Shares3,061 from 3,014
Change+47 (+2%)
Value$1.7M (+$140.1K)
Filed 2026-11-04
Biltmore Family Office, LLC
INCREASED
Shares3,061 from 3,031
Change+30 (+1%)
Value$1.7M (+$131.3K)
Filed 2026-11-03
River Street Advisors LLC
INCREASED
Shares3,060 from 2,867
Change+193 (+7%)
Value$1.7M (+$215.0K)
Filed 2026-10-22
Sendero Wealth Management, LLC
DECREASED
Shares3,057 from 3,200
Change-143 (-4%)
Value$1.7M (+$42.3K)
Filed 2026-10-14
Argentarii, LLC
INCREASED
Shares3,047 from 3,045
Change+2 (+0%)
Value$1.7M (-$29.3K)
Filed 2026-10-28
HBW Advisory Services LLC
DECREASED
Shares3,024 from 3,749
Change-725 (-19%)
Value$1.7M (-$258.2K)
Filed 2026-10-15
Delta Financial Advisors LLC
INCREASED
Shares3,022 from 2,932
Change+90 (+3%)
Value$1.7M (+$160.7K)
Filed 2026-10-27
Absher Wealth Management, LLC
INCREASED
Shares3,012 from 2,997
Change+15 (+1%)
Value$1.7M (+$121.8K)
Filed 2026-11-02
Accretive Wealth Partners, LLC
INCREASED
Shares3,008 from 2,963
Change+45 (+2%)
Value$1.7M (+$136.6K)
Filed 2026-11-06
HMS Capital Management, LLC
DECREASED
Shares3,005 from 3,031
Change-26 (-1%)
Value$1.7M (+$100.2K)
Filed 2026-10-20
Manchester Capital Management LLC
DECREASED
Shares3,002 from 3,282
Change-280 (-9%)
Value$1.7M (-$30.1K)
Filed 2026-10-22
Missouri Trust & Investment Co
DECREASED
Shares3,002 from 3,107
Change-105 (-3%)
Value$1.7M (-$125.2K)
Filed 2026-11-04
Winthrop Advisory Group LLC
DECREASED
Shares3,001 from 3,118
Change-117 (-4%)
Value$1.7M (+$53.4K)
Filed 2026-10-22
Plimoth Trust Co LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$1.7M (+$113.6K)
Filed 2026-10-26
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$1.7M (+$113.5K)
Filed 2026-10-26
James J. Burns & Company, LLC
INCREASED
Shares2,995 from 2,967
Change+28 (+1%)
Value$1.7M (+$127.8K)
Filed 2026-10-22
Newman Dignan & Sheerar, Inc.
INCREASED
Shares2,993 from 2,946
Change+47 (+2%)
Value$1.7M (+$137.4K)
Filed 2026-10-21
Stonebridge Financial Planning Group, LLC
DECREASED
Shares2,991 from 3,045
Change-54 (-2%)
Value$1.6M (+$85.2K)
Filed 2026-11-06
Cadent Capital Advisors, LLC
UNCHANGED
Shares2,990 from 2,990
Change0 (0%)
Value$1.6M (+$113.2K)
Filed 2026-10-09
Compton Wealth Advisory Group, LLC
DECREASED
Shares2,987 from 2,989
Change-2 (0%)
Value$1.6M (+$81.3K)
Filed 2026-10-13
Excalibur Management Corp
INCREASED
Shares2,983 from 2,920
Change+63 (+2%)
Value$1.6M (+$145.3K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
DECREASED
Shares2,977 from 2,979
Change-2 (0%)
Value$1.8M (+$165.8K)
Filed 2026-10-13
Cookson Peirce & Co Inc
DECREASED
Shares2,972 from 3,070
Change-98 (-3%)
Value$1.6M (+$61.9K)
Filed 2026-10-30
First National Trust Co
INCREASED
Shares2,955 from 2,795
Change+160 (+6%)
Value$1.6M (+$194.1K)
Filed 2026-10-28
Uniting Wealth Partners, LLC
INCREASED
Shares2,944 from 2,851
Change+93 (+3%)
Value$1.6M (+$159.3K)
Filed 2026-11-06
C WorldWide Group Holding A/S
UNCHANGED
Shares2,944 from 2,944
Change0 (0%)
Value$1.6K (-$1.5M)
Filed 2026-11-04
Boltwood Capital Management
INCREASED
Shares2,935 from 2,880
Change+55 (+2%)
Value$1.6M (+$139.4K)
Filed 2026-10-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,932 from 2,932
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-13
Tectonic Advisors LLC
INCREASED
Shares2,911 from 2,671
Change+240 (+9%)
Value$1.6M (+$233.2K)
Filed 2026-10-22
Ebert Capital Management Inc.
DECREASED
Shares2,911 from 2,927
Change-16 (-1%)
Value$1.6M (+$102.0K)
Filed 2026-10-08
Sheets Smith Wealth Management
DECREASED
Shares2,907 from 2,952
Change-45 (-2%)
Value$1.6M (+$87.0K)
Filed 2026-10-16
Independent Solutions Wealth Management, LLC
DECREASED
Shares2,901 from 3,027
Change-126 (-4%)
Value$1.6M (+$45.1K)
Filed 2026-10-28
Aljian Capital Management, LLC
DECREASED
Shares2,895 from 2,920
Change-25 (-1%)
Value$1.6M (+$97.0K)
Filed 2026-10-28
BLB&B Advisors, LLC
DECREASED
Shares2,865 from 2,868
Change-3 (0%)
Value$1.6M (+$106.7K)
Filed 2026-10-27
Weaver Capital Management LLC
DECREASED
Shares2,862 from 3,552
Change-690 (-19%)
Value$1.6M (-$196.4K)
Filed 2026-10-15
KRS Capital Management, LLC
UNCHANGED
Shares2,854 from 2,854
Change0 (0%)
Value$1.6M (+$108.1K)
Filed 2026-10-16
Dale Q Rice Investment Management Ltd
DECREASED
Shares2,847 from 2,851
Change-4 (0%)
Value$1.6M (+$105.9K)
Filed 2026-10-09
Pacifica Partners Inc.
DECREASED
Shares2,841 from 2,868
Change-27 (-1%)
Value$1.6M (+$16.6K)
Filed 2026-10-09
Hamilton Capital, LLC
INCREASED
Shares2,825 from 2,815
Change+10 (+0%)
Value$1.6M (+$112.1K)
Filed 2026-10-08
Brandywine OAK Private Wealth LLC
DECREASED
Shares2,815 from 2,821
Change-6 (0%)
Value$1.6M (+$103.5K)
Filed 2026-10-23
Darden Wealth Group Inc
INCREASED
Shares2,807 from 2,791
Change+16 (+1%)
Value$1.5M (+$115.1K)
Filed 2026-11-06
First Heartland Consultants, Inc.
INCREASED
Shares2,800 from 2,663
Change+137 (+5%)
Value$1.5M (+$176.4K)
Filed 2026-10-08
Swiss RE LTD
INCREASED
Shares2,797 from 1,701
Change+1,096 (+64%)
Value$1.5M (+$668.8K)
Filed 2026-11-06
Clark Financial Services Group Inc
DECREASED
Shares2,797 from 2,803
Change-6 (0%)
Value$1.5M (+$102.9K)
Filed 2026-10-19
Providence Wealth Advisors, LLC
INCREASED
Shares2,791 from 2,784
Change+7 (+0%)
Value$1.5M (+$55.9K)
Filed 2026-10-29
Glass Wealth Management Co LLC
INCREASED
Shares2,764 from 1,867
Change+897 (+48%)
Value$1.5M (+$565.4K)
Filed 2026-10-28
Waterfront Wealth Inc.
UNCHANGED
Shares2,741 from 2,741
Change0 (0%)
Value$1.7M (+$258.8K)
Filed 2026-11-03
Oslo Pensjonsforsikring AS
UNCHANGED
Shares2,737 from 2,737
Change0 (0%)
Value$1.5M (+$103.7K)
Filed 2026-10-15
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares2,725 from 2,819
Change-94 (-3%)
Value$1.5M (+$54.9K)
Filed 2026-10-14
Money Concepts Capital Corp
INCREASED
Shares2,724 from 2,211
Change+513 (+23%)
Value$1.5M (+$366.6K)
Filed 2026-11-06
Beaumont Asset Management, L.L.C.
DECREASED
Shares2,718 from 2,754
Change-36 (-1%)
Value$1.5M (+$84.4K)
Filed 2026-10-16
Collaborative Fund Advisors, LLC
INCREASED
Shares2,713 from 510
Change+2,203 (+432%)
Value$1.5M (+$1.2M)
Filed 2026-11-02
Symmetry Partners, LLC
INCREASED
Shares2,695 from 2,284
Change+411 (+18%)
Value$1.5M (+$313.5K)
Filed 2026-10-27
Oakworth Capital, Inc.
INCREASED
Shares2,692 from 2,691
Change+1 (+0%)
Value$1.5M (+$100.2K)
Filed 2026-10-26
Maia Wealth LLC
DECREASED
Shares2,690 from 3,329
Change-639 (-19%)
Value$1.5M (-$226.6K)
Filed 2026-10-19
Legacy Edge Advisors, LLC
DECREASED
Shares2,689 from 2,705
Change-16 (-1%)
Value$1.5M (+$93.6K)
Filed 2026-11-06
Intesa Sanpaolo Wealth Management
DECREASED
Shares2,686 from 4,124
Change-1,438 (-35%)
Value$1.5M (-$636.8K)
Filed 2026-10-28
Buckhead Capital Management LLC
DECREASED
Shares2,684 from 2,707
Change-23 (-1%)
Value$1.5M (+$89.8K)
Filed 2026-11-03
Fortis Group Advisors, LLC
INCREASED
Shares2,680 from 2,367
Change+313 (+13%)
Value$1.7M (+$494.1K)
Filed 2026-11-06
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares2,667 from 4,071
Change-1,404 (-34%)
Value$1.5M (-$620.4K)
Filed 2026-10-14
SYM Financial Corp
DECREASED
Shares2,658 from 2,669
Change-11 (0%)
Value$1.5M (+$94.9K)
Filed 2026-10-26
Regatta Capital Group, LLC
INCREASED
Shares2,656 from 2,650
Change+6 (+0%)
Value$1.5M (+$103.2K)
Filed 2026-10-23
Naples Global Advisors, LLC
INCREASED
Shares2,642 from 2,629
Change+13 (+0%)
Value$1.5M (+$106.7K)
Filed 2026-11-05
SC&H Financial Advisors, Inc.
DECREASED
Shares2,640 from 2,723
Change-83 (-3%)
Value$1.5M (+$57.3K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED
Shares2,638 from 2,625
Change+13 (+1%)
Value$1.5M (+$106.8K)
Filed 2026-10-16
Amarillo National Bank
UNCHANGED
Shares2,631 from 2,631
Change0 (0%)
Value$1.5M (+$99.6K)
Filed 2026-10-23
Corundum Group, Inc.
INCREASED
Shares2,616 from 2,508
Change+108 (+4%)
Value$1.4M (+$154.5K)
Filed 2026-10-28
Avantax Planning Partners, Inc.
INCREASED
Shares2,603 from 2,423
Change+180 (+7%)
Value$1.4M (+$191.1K)
Filed 2026-11-03
Stevens Capital Partners
INCREASED
Shares2,602 from 2,414
Change+188 (+8%)
Value$1.4M (+$195.2K)
Filed 2026-10-29
Childress Capital Advisors, LLC
INCREASED
Shares2,593 from 2,419
Change+174 (+7%)
Value$1.4M (+$187.1K)
Filed 2026-10-28
Buttonwood Financial Advisors Inc.
INCREASED
Shares2,589 from 2,480
Change+109 (+4%)
Value$1.4M (+$154.2K)
Filed 2026-10-13
Legacy Advisors, LLC
DECREASED
Shares2,588 from 2,654
Change-66 (-2%)
Value$1.4M (+$64.1K)
Filed 2026-10-19
Asset Planning,Inc
UNCHANGED
Shares2,588 from 2,588
Change0 (0%)
Value$1.4M (+$98.0K)
Filed 2026-10-26
Souders Financial Advisors
DECREASED
Shares2,586 from 2,854
Change-268 (-9%)
Value$1.4M (-$39.7K)
Filed 2026-11-03
Anchyra Partners LLC
INCREASED
Shares2,577 from 1,902
Change+675 (+35%)
Value$1.4M (+$444.3K)
Filed 2026-10-13
MCF Advisors LLC
DECREASED
Shares2,577 from 2,841
Change-264 (-9%)
Value$1.4M (-$38.2K)
Filed 2026-10-28
Quadcap Wealth Management, LLC
INCREASED
Shares2,563 from 2,516
Change+47 (+2%)
Value$1.4M (+$121.2K)
Filed 2026-11-02
Marin Bay Wealth Advisors, LLC
INCREASED
Shares2,551 from 2,519
Change+32 (+1%)
Value$1.4M (+$112.9K)
Filed 2026-10-28
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$1.4M (+$96.6K)
Filed 2026-11-06
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares2,549 from 3,765
Change-1,216 (-32%)
Value$1.4M (-$528.0K)
Filed 2026-10-20
Cidel Asset Management Inc
INCREASED
Shares2,546 from 2,399
Change+147 (+6%)
Value$1.4M (+$171.9K)
Filed 2026-10-29
Mcdaniel Terry & Co
UNCHANGED
Shares2,545 from 2,545
Change0 (0%)
Value$1.4M (+$96.4K)
Filed 2026-11-05
Adirondack Capital Advisors, LLC
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$1.4M (+$96.2K)
Filed 2026-10-09
Income Insurance Ltd
DECREASED
Shares2,538 from 2,578
Change-40 (-2%)
Value$1.4M (+$75.6K)
Filed 2026-10-21
Letson Investment Management, Inc.
INCREASED
Shares2,537 from 2,512
Change+25 (+1%)
Value$1.4M (+$109.1K)
Filed 2026-11-05
Piar LLC
DECREASED
Shares2,520 from 2,560
Change-40 (-2%)
Value$1.4M (+$74.9K)
Filed 2026-10-21
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares2,517 from 2,534
Change-17 (-1%)
Value$1.4M (+$86.6K)
Filed 2026-11-02
Client 1ST Advisory Group, LLC
DECREASED
Shares2,515 from 2,536
Change-21 (-1%)
Value$1.4M (+$84.5K)
Filed 2026-10-19
Evanson Financial, LLC
UNCHANGED
Shares2,513 from 2,513
Change0 (0%)
Value$1.4M (+$95.2K)
Filed 2026-10-23
WBI Investments, LLC
INCREASED
Shares2,512 from 418
Change+2,094 (+501%)
Value$1.4M (+$1.2M)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
DECREASED
Shares2,507 from 2,685
Change-178 (-7%)
Value$1.4M (+$3.5K)
Filed 2026-10-22
Fiduciary Family Office, LLC
INCREASED
Shares2,498 from 2,127
Change+371 (+17%)
Value$1.4M (+$285.1K)
Filed 2026-11-04
Stablepoint Partners, LLC
INCREASED
Shares2,498 from 2,428
Change+70 (+3%)
Value$1.4M (+$130.6K)
Filed 2026-11-03
Cassia Capital Partners, LLC
INCREASED
Shares2,477 from 2,475
Change+2 (+0%)
Value$1.4M (+$94.7K)
Filed 2026-11-04
Legacy Capital Wealth Partners, LLC
DECREASED
Shares2,475 from 2,485
Change-10 (0%)
Value$1.4M (+$88.9K)
Filed 2026-10-21
Grant Private Wealth Management Inc
INCREASED
Shares2,468 from 1,305
Change+1,163 (+89%)
Value$1.4M (+$690.9K)
Filed 2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares2,468 from 2,464
Change+4 (+0%)
Value$1.4M (+$95.2K)
Filed 2026-10-29
Cromwell Holdings LLC
DECREASED
Shares2,431 from 2,481
Change-50 (-2%)
Value$1.3M (+$66.4K)
Filed 2026-10-28
Whitener Capital Management, Inc.
INCREASED
Shares2,426 from 2,395
Change+31 (+1%)
Value$1.3M (+$107.8K)
Filed 2026-10-15
SmartHarvest Portfolios, LLC
DECREASED
Shares2,424 from 2,651
Change-227 (-9%)
Value$1.3M (-$24.8K)
Filed 2026-10-26
Virtue Asset Management LLC
INCREASED
Shares2,424 from 2,340
Change+84 (+4%)
Value$1.3M (+$134.9K)
Filed 2026-10-21
Arwa LLC
DECREASED
Shares2,422 from 2,617
Change-195 (-7%)
Value$1.5M (+$21.8K)
Filed 2026-10-21
McAdam, LLC
INCREASED
Shares2,416 from 2,288
Change+128 (+6%)
Value$1.3M (+$157.3K)
Filed 2026-10-21
Stenger Family Office, LLC
DECREASED
Shares2,407 from 7,159
Change-4,752 (-66%)
Value$1.5M (-$2.2M)
Filed 2026-10-22
Investment Research Partners LLC
INCREASED
Shares2,407 from 2,376
Change+31 (+1%)
Value$1.3M (+$107.1K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
INCREASED
Shares2,405 from 2,369
Change+36 (+2%)
Value$1.3K (+$109)
Filed 2026-10-27
Hennessy Advisors Inc
INCREASED
Shares2,400 from 2,100
Change+300 (+14%)
Value$1.3M (+$245.0K)
Filed 2026-10-28
Hobart Private Capital, LLC
INCREASED
Shares2,398 from 1,926
Change+472 (+25%)
Value$1.3M (+$333.2K)
Filed 2026-10-19
Orrstown Financial Services Inc
DECREASED
Shares2,395 from 2,439
Change-44 (-2%)
Value$1.3M (+$68.1K)
Filed 2026-10-14
SevenBridge Financial Group, LLC
UNCHANGED
Shares2,388 from 2,388
Change0 (0%)
Value$1.5M (+$137.2K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares2,386 from 295
Change+2,091 (+709%)
Value$1.3M (+$1.2M)
Filed 2026-10-30
Gratus Wealth Advisors, LLC
DECREASED
Shares2,381 from 2,474
Change-93 (-4%)
Value$1.3M (+$42.4K)
Filed 2026-10-26
GKV Capital Management Co., Inc.
INCREASED
Shares2,379 from 2,375
Change+4 (+0%)
Value$1.3M (+$92.1K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
DECREASED
Shares2,364 from 2,627
Change-263 (-10%)
Value$1.3M (-$45.5K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
INCREASED
Shares2,351 from 2,340
Change+11 (+0%)
Value$1.3M (+$94.7K)
Filed 2026-10-20
J.Safra Asset Management Corp
INCREASED
Shares2,331 from 2,264
Change+67 (+3%)
Value$1.3M (+$122.7K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
INCREASED
Shares2,327 from 2,188
Change+139 (+6%)
Value$1.3M (+$214.0K)
Filed 2026-10-27
Peterson Wealth Management
INCREASED
Shares2,313 from 2,075
Change+238 (+11%)
Value$1.3M (+$210.2K)
Filed 2026-11-06
Forza Wealth Management, LLC
INCREASED
Shares2,293 from 2,078
Change+215 (+10%)
Value$1.3M (+$197.3K)
Filed 2026-10-20
Impact Capital Partners LLC
DECREASED
Shares2,293 from 2,306
Change-13 (-1%)
Value$1.3M (+$80.2K)
Filed 2026-10-22
Whelan Financial
INCREASED
Shares2,279 from 1,966
Change+313 (+16%)
Value$1.3M (+$247.3K)
Filed 2026-10-28
Family Legacy, Inc.
INCREASED
Shares2,271 from 2,262
Change+9 (+0%)
Value$1.3M (+$90.6K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
INCREASED
Shares2,260 from 2,155
Change+105 (+5%)
Value$1.2M (+$139.5K)
Filed 2026-10-13
Strategic Blueprint, LLC
INCREASED
Shares2,242 from 1,814
Change+428 (+24%)
Value$1.2M (+$304.4K)
Filed 2026-10-22
Northbridge Financial Group, LLC
INCREASED
Shares2,236 from 2,144
Change+92 (+4%)
Value$1.3M (+$165.4K)
Filed 2026-11-05
Balefire, LLC
DECREASED
Shares2,233 from 2,341
Change-108 (-5%)
Value$1.2M (+$29.1K)
Filed 2026-10-09
OAK Family Advisors, LLC
UNCHANGED
Shares2,226 from 2,226
Change0 (0%)
Value$1.2M (+$84.3K)
Filed 2026-10-19
Atlas Brown,Inc.
INCREASED
Shares2,221 from 2,214
Change+7 (+0%)
Value$1.2M (+$87.7K)
Filed 2026-10-09
Mendel Money Management
DECREASED
Shares2,218 from 2,311
Change-93 (-4%)
Value$1.2M (+$36.2K)
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares2,213 from 2,133
Change+80 (+4%)
Value$1.3M (+$179.6K)
Filed 2026-10-13
TFC Financial Management, Inc.
DECREASED
Shares2,200 from 2,553
Change-353 (-14%)
Value$1.2M (-$98.0K)
Filed 2026-10-26
Peak Financial Advisors LLC
INCREASED
Shares2,199 from 1,435
Change+764 (+53%)
Value$1.2M (+$475.7K)
Filed 2026-10-28
Occidental Asset Management, LLC
INCREASED
Shares2,197 from 1,936
Change+261 (+13%)
Value$1.2M (+$217.3K)
Filed 2026-11-05
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares2,194 from 2,257
Change-63 (-3%)
Value$1.2M (+$50.8K)
Filed 2026-10-16
Wealth Intelligence, LLC
INCREASED
Shares2,188 from 2,049
Change+139 (+7%)
Value$1.2M (+$154.3K)
Filed 2026-10-16
Balentine LLC
DECREASED
Shares2,183 from 3,154
Change-971 (-31%)
Value$1.2M (-$416.0K)
Filed 2026-11-03
Abel Hall, LLC
INCREASED
Shares2,183 from 1,402
Change+781 (+56%)
Value$1.2M (+$483.8K)
Filed 2026-10-19
Jacobsen Capital Management
DECREASED
Shares2,178 from 2,179
Change-1 (0%)
Value$1.2M (+$82.0K)
Filed 2026-10-27
Intelligence Driven Advisers, LLC
DECREASED
Shares2,172 from 2,443
Change-271 (-11%)
Value$1.2M (-$56.7K)
Filed 2026-10-09
Financial Consulate, Inc
DECREASED
Shares2,172 from 2,249
Change-77 (-3%)
Value$1.2M (+$42.7K)
Filed 2026-10-23
Werba Rubin Papier Wealth Management
INCREASED
Shares2,170 from 2,061
Change+109 (+5%)
Value$1.2M (+$138.1K)
Filed 2026-11-06
SP Asset Management LLC
DECREASED
Shares2,165 from 2,258
Change-93 (-4%)
Value$1.2M (+$34.3K)
Filed 2026-11-05
Vann Equity Management LLC
INCREASED
Shares2,164 from 2,159
Change+5 (+0%)
Value$1.2M (+$84.5K)
Filed 2026-10-08
D.B. Root & Company, LLC
INCREASED
Shares2,156 from 2,086
Change+70 (+3%)
Value$1.2M (+$117.3K)
Filed 2026-11-04
Demars Financial Group, LLC
DECREASED
Shares2,150 from 2,214
Change-64 (-3%)
Value$1.2M (+$48.4K)
Filed 2026-10-22
Spirit of America Management Corp
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$1.2M (+$81.4K)
Filed 2026-10-14
Partners Wealth Management, LLC
INCREASED
Shares2,148 from 469
Change+1,679 (+358%)
Value$1.2M (+$943.8K)
Filed 2026-10-28
Evermay Wealth Management LLC
INCREASED
Shares2,142 from 1,784
Change+358 (+20%)
Value$1.2M (+$265.0K)
Filed 2026-11-05
Jeter Robert S II
INCREASED
Shares2,140 from 538
Change+1,602 (+298%)
Value$1.3M (+$1.0M)
Filed 2026-10-16
May Hill Capital, LLC
INCREASED
Shares2,140 from 1,800
Change+340 (+19%)
Value$1.2M (+$255.7K)
Filed 2026-11-03
Rydar Equities, Inc.
INCREASED
Shares2,135 from 2,132
Change+3 (+0%)
Value$1.2M (+$66.3K)
Filed 2026-10-13
Western Financial Corp
INCREASED
Shares2,134 from 2,127
Change+7 (+0%)
Value$1.2M (+$84.2K)
Filed 2026-10-14
Northern Financial Advisors Inc
DECREASED
Shares2,132 from 2,212
Change-80 (-4%)
Value$1.2M (+$39.5K)
Filed 2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares2,128 from 2,128
Change0 (0%)
Value$1.2M (+$80.6K)
Filed 2026-10-21
Challenger Wealth Management
DECREASED
Shares2,127 from 2,152
Change-25 (-1%)
Value$1.2M (+$67.8K)
Filed 2026-10-30
Foster Group, Inc.
INCREASED
Shares2,122 from 2,104
Change+18 (+1%)
Value$1.2M (+$89.6K)
Filed 2026-10-13
4J Wealth Management LLC
DECREASED
Shares2,117 from 2,236
Change-119 (-5%)
Value$1.2M (+$19.2K)
Filed 2026-11-02
Oarsman Capital, Inc.
INCREASED
Shares2,104 from 1,833
Change+271 (+15%)
Value$1.2M (+$218.9K)
Filed 2026-11-05
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,098 from 2,042
Change+56 (+3%)
Value$1.2M (+$108.4K)
Filed 2026-10-13
Atwater Malick LLC
DECREASED
Shares2,092 from 2,192
Change-100 (-5%)
Value$1.2M (+$27.9K)
Filed 2026-10-15
Northcape Wealth Management, LLC
INCREASED
Shares2,090 from 2,077
Change+13 (+1%)
Value$1.2M (+$85.8K)
Filed 2026-11-04
Solstein Capital, LLC
UNCHANGED
Shares2,087 from 2,087
Change0 (0%)
Value$1.2M (+$79.0K)
Filed 2026-11-02
Sunbeam Capital Management, LLC
DECREASED
Shares2,084 from 2,257
Change-173 (-8%)
Value$1.1M (-$9.7K)
Filed 2026-11-05
Stiles Financial Services Inc
INCREASED
Shares2,084 from 2,070
Change+14 (+1%)
Value$1.1M (+$86.1K)
Filed 2026-10-30
Prentice Wealth Management LLC
DECREASED
Shares2,083 from 2,131
Change-48 (-2%)
Value$1.1M (+$54.2K)
Filed 2026-10-20
Root Financial Partners, LLC
INCREASED
Shares2,079 from 1,789
Change+290 (+16%)
Value$1.1M (+$227.7K)
Filed 2026-10-21
EPG Wealth Management LLC
INCREASED
Shares2,071 from 1,999
Change+72 (+4%)
Value$1.1M (+$115.5K)
Filed 2026-11-03
Chung Wu Investment Group, LLC
DECREASED
Shares2,065 from 2,075
Change-10 (0%)
Value$1.1M (+$73.1K)
Filed 2026-11-03
Financial Management Network Inc
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$1.1M (+$18.0K)
Filed 2026-10-09
Lee Financial Co
INCREASED
Shares2,064 from 2,050
Change+14 (+1%)
Value$1.1M (+$85.4K)
Filed 2026-10-16
Disciplined Equity Management, Inc.
UNCHANGED
Shares2,057 from 2,057
Change0 (0%)
Value$1.1M (+$77.9K)
Filed 2026-10-14
Leo Wealth, LLC
NEW
Shares2,053
Change+2,053
Value$1.1M
Filed 2026-10-26
Alpha Family Trust
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-04
D'Orazio & Associates, Inc.
INCREASED
Shares2,045 from 1,794
Change+251 (+14%)
Value$1.1M (+$206.4K)
Filed 2026-11-04
Invariant Investment Management
INCREASED
Shares2,042 from 2,033
Change+9 (+0%)
Value$1.1M (+$43.9K)
Filed 2026-10-08
Knuff & Co LLC
UNCHANGED
Shares2,040 from 2,040
Change0 (0%)
Value$1.1M (+$77.3K)
Filed 2026-11-06
MSH Capital Advisors LLC
INCREASED
Shares2,038 from 1,963
Change+75 (+4%)
Value$1.1M (+$115.7K)
Filed 2026-11-03
Golden Reserve Retirement LLC
INCREASED
Shares2,036 from 1,625
Change+411 (+25%)
Value$1.1M (+$288.3K)
Filed 2026-11-02
Beverly Hills Private Wealth, LLC
DECREASED
Shares2,036 from 2,073
Change-37 (-2%)
Value$1.1M (+$58.0K)
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares2,031 from 1,567
Change+464 (+30%)
Value$1.1M (+$315.3K)
Filed 2026-11-02
Wincap Financial LLC
DECREASED
Shares2,030 from 2,148
Change-118 (-5%)
Value$1.1M (+$16.4K)
Filed 2026-10-20
Veracity Capital LLC
INCREASED
Shares2,010 from 1,956
Change+54 (+3%)
Value$1.1M (+$104.0K)
Filed 2026-10-08
Intrua Financial, LLC
DECREASED
Shares2,008 from 2,094
Change-86 (-4%)
Value$1.1M (+$32.1K)
Filed 2026-10-28
Ticino Wealth
INCREASED
Shares1,994 from 1,960
Change+34 (+2%)
Value$1.1M (+$93.0K)
Filed 2026-10-13
Doliver Advisors, LP
DECREASED
Shares1,993 from 2,025
Change-32 (-2%)
Value$1.1M (+$59.0K)
Filed 2026-10-01
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,991 from 1,991
Change0 (0%)
Value$1.1M (+$75.4K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
DECREASED
Shares1,979 from 2,347
Change-368 (-16%)
Value$1.1M (-$113.7K)
Filed 2026-10-28
Valley Brook Capital Group, Inc.
INCREASED
Shares1,974 from 1,973
Change+1 (+0%)
Value$1.1M (+$74.8K)
Filed 2026-10-26
Barden Capital Management, Inc.
DECREASED
Shares1,973 from 1,989
Change-16 (-1%)
Value$1.1M (+$66.5K)
Filed 2026-10-09
Augustine Asset Management Inc
INCREASED
Shares1,962 from 1,805
Change+157 (+9%)
Value$1.1M (+$154.9K)
Filed 2026-10-13
Washington Trust Co
INCREASED
Shares1,953 from 1,948
Change+5 (+0%)
Value$1.1M (+$76.5K)
Filed 2026-10-22
Womack Financial LLC
UNCHANGED
Shares1,945 from 1,945
Change0 (0%)
Value$1.1M (+$73.7K)
Filed 2026-10-14
Aries Wealth Management
UNCHANGED
Shares1,939 from 1,939
Change0 (0%)
Value$1.1M (+$73.4K)
Filed 2026-10-23
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares1,939 from 1,939
Change0 (0%)
Value$1.1M (+$73.4K)
Filed 2026-11-02
United Community Bank
INCREASED
Shares1,934 from 1,868
Change+66 (+4%)
Value$1.1M (+$107.1K)
Filed 2026-10-28
Baron Wealth Management LLC
INCREASED
Shares1,933 from 1,612
Change+321 (+20%)
Value$1.1M (+$238.1K)
Filed 2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares1,924 from 2,143
Change-219 (-10%)
Value$1.1M (-$40.1K)
Filed 2026-10-28
Ddfg, Inc
UNCHANGED
Shares1,919 from 1,919
Change0 (0%)
Value$1.1M (+$72.8K)
Filed 2026-10-15
Navigation Group, LLC
INCREASED
Shares1,904 from 1,786
Change+118 (+7%)
Value$1.0M (+$132.5K)
Filed 2026-10-28
Lincoln Capital Corp
INCREASED
Shares1,900 from 1,897
Change+3 (+0%)
Value$1.0M (+$73.5K)
Filed 2026-10-13
Violich Capital Management, Inc.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$1.0M (+$72.0K)
Filed 2026-10-05
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares1,896 from 1,896
Change0 (0%)
Value$1.0M (+$71.8K)
Filed 2026-10-28
KCM Investment Advisors LLC
DECREASED
Shares1,888 from 2,918
Change-1,030 (-35%)
Value$1.0M (-$457.4K)
Filed 2026-10-27
Values Added Financial LLC
INCREASED
Shares1,888 from 1,787
Change+101 (+6%)
Value$1.0M (+$123.4K)
Filed 2026-10-28
Crusonia Wealth Advisors LLC
DECREASED
Shares1,882 from 2,209
Change-327 (-15%)
Value$1.0M (-$96.8K)
Filed 2026-10-26
MBL Wealth, LLC
INCREASED
Shares1,876 from 1,840
Change+36 (+2%)
Value$1.0M (+$89.3K)
Filed 2026-10-22
Griffin Asset Management, Inc.
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$1.0M (+$71.0K)
Filed 2026-10-22
Howard Wealth Management, LLC
DECREASED
Shares1,870 from 1,871
Change-1 (0%)
Value$1.0M (+$70.3K)
Filed 2026-10-28
Prosperity Financial Group, Inc.
INCREASED
Shares1,868 from 1,595
Change+273 (+17%)
Value$1.0M (+$211.0K)
Filed 2026-10-29
Radnor Capital Management, LLC
UNCHANGED
Shares1,862 from 1,862
Change0 (0%)
Value$1.0M (+$70.5K)
Filed 2026-10-23
New Capital Management LP
DECREASED
Shares1,861 from 1,875
Change-14 (-1%)
Value$1.0M (+$63.3K)
Filed 2026-10-29
Detalus Advisors, LLC
INCREASED
Shares1,858 from 1,857
Change+1 (+0%)
Value$1.0M (+$70.5K)
Filed 2026-10-15
Traphagen Investment Advisors LLC
UNCHANGED
Shares1,857 from 1,857
Change0 (0%)
Value$1.0M (+$70.5K)
Filed 2026-10-14
Atticus Wealth Management, LLC
INCREASED
Shares1,855 from 1,645
Change+210 (+13%)
Value$1.0M (+$177.7K)
Filed 2026-10-20
AA Financial Advisors, LLC
INCREASED
Shares1,848 from 1,778
Change+70 (+4%)
Value$1.0M (+$106.1K)
Filed 2026-10-19
Peoples Bank
UNCHANGED
Shares1,837 from 1,837
Change0 (0%)
Value$1.0M (+$69.6K)
Filed 2026-10-09
United Advisor Group, LLC
INCREASED
Shares1,829 from 1,546
Change+283 (+18%)
Value$1.0M (+$214.2K)
Filed 2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,826 from 1,516
Change+310 (+20%)
Value$1.0M (+$228.6K)
Filed 2026-11-02
111 Capital
DECREASED
Shares1,824 from 3,706
Change-1,882 (-51%)
Value$1.0M (-$897.5K)
Filed 2026-11-03
BankChampaign, National Association
INCREASED
Shares1,823 from 1,776
Change+47 (+3%)
Value$1.0M (+$93.2K)
Filed 2026-10-19
Bingham Private Wealth, LLC
DECREASED
Shares1,821 from 1,946
Change-125 (-6%)
Value$1.0M (+$4.8K)
Filed 2026-11-05
August Group Capital Ltd
INCREASED
Shares1,820 from 1,813
Change+7 (+0%)
Value$1.0M (+$72.5K)
Filed 2026-10-14
Vision Capital Management, Inc.
INCREASED
Shares1,819 from 1,782
Change+37 (+2%)
Value$1.0M (+$87.9K)
Filed 2026-10-20
E&G Advisors, LLC
UNCHANGED
Shares1,817 from 1,817
Change0 (0%)
Value$1.0M (+$68.8K)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
DECREASED
Shares1,813 from 1,819
Change-6 (0%)
Value$999.8K (+$65.6K)
Filed 2026-11-03
Independence Wealth Advisors, LLC
DECREASED
Shares1,813 from 1,816
Change-3 (0%)
Value$1.0M (+$67.2K)
Filed 2026-10-29
Rossby Financial, LCC
DECREASED
Shares1,811 from 1,953
Change-142 (-7%)
Value$999.0K (-$4.1K)
Filed 2026-11-05
Alpine Bank Wealth Management
UNCHANGED
Shares1,795 from 1,795
Change0 (0%)
Value$989.9K (+$68.0K)
Filed 2026-10-16
Legacy Trust
INCREASED
Shares1,788 from 1,675
Change+113 (+7%)
Value$1.1M (+$280.5K)
Filed 2026-11-06
Annex Advisory Services, LLC
DECREASED
Shares1,788 from 1,836
Change-48 (-3%)
Value$986.3K (+$43.7K)
Filed 2026-10-16
Rhodes Investment Advisors Inc
UNCHANGED
Shares1,781 from 1,781
Change0 (0%)
Value$982.2K (+$67.4K)
Filed 2026-10-07
XML Financial, LLC
INCREASED
Shares1,779 from 1,629
Change+150 (+9%)
Value$981.1K (+$144.4K)
Filed 2026-10-29
WealthPLAN Partners, LLC
DECREASED
Shares1,773 from 1,779
Change-6 (0%)
Value$977.7K (+$64.1K)
Filed 2026-10-15
Capstone Capital Management Ltd
NEW
Shares1,772
Change+1,772
Value$977.2K
Filed 2026-10-21
Monument Capital Management
INCREASED
Shares1,772 from 1,646
Change+126 (+8%)
Value$977.4K (+$131.9K)
Filed 2026-10-09
Traveka Wealth, LLC
INCREASED
Shares1,771 from 1,502
Change+269 (+18%)
Value$976.5K (+$205.2K)
Filed 2026-10-19
MW Advisory, LLC
INCREASED
Shares1,765 from 1,346
Change+419 (+31%)
Value$973.4K (+$282.0K)
Filed 2026-10-19
Enhancing Capital LLC
DECREASED
Shares1,764 from 2,464
Change-700 (-28%)
Value$972.8K (-$292.7K)
Filed 2026-10-26
Providence First Trust Co
INCREASED
Shares1,762 from 453
Change+1,309 (+289%)
Value$971.7K (+$738.8K)
Filed 2026-11-02
Old Port Advisors
INCREASED
Shares1,755 from 1,672
Change+83 (+5%)
Value$967.7K (+$109.0K)
Filed 2026-10-23
jvl associates llc
INCREASED
Shares1,752 from 1,713
Change+39 (+2%)
Value$966.2K (+$86.4K)
Filed 2026-10-09
Beacon Bank & Trust
DECREASED
Shares1,751 from 1,841
Change-90 (-5%)
Value$965.6K (+$20.1K)
Filed 2026-10-27
Nilsine Partners, LLC
INCREASED
Shares1,748 from 1,660
Change+88 (+5%)
Value$963.9K (+$111.5K)
Filed 2026-11-02
Nippon Life Global Investors Americas, Inc.
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$959.6K (+$65.9K)
Filed 2026-10-29
Syntegra Private Wealth Group, LLC
INCREASED
Shares1,734 from 1,547
Change+187 (+12%)
Value$956.3K (+$161.7K)
Filed 2026-10-13
Bernicke Wealth Management, Ltd.
INCREASED
Shares1,733 from 1,674
Change+59 (+4%)
Value$955.7K (+$96.0K)
Filed 2026-11-06
Werlinich Asset Management, LLC
UNCHANGED
Shares1,728 from 1,728
Change0 (0%)
Value$952.9K (+$65.4K)
Filed 2026-10-09
Byrne Asset Management LLC
INCREASED
Shares1,727 from 1,560
Change+167 (+11%)
Value$949.9K (+$148.6K)
Filed 2026-10-06
McLean Asset Management Corp
DECREASED
Shares1,724 from 1,738
Change-14 (-1%)
Value$1.1M (+$134.7K)
Filed 2026-11-06
Cadinha & Co LLC
DECREASED
Shares1,722 from 1,842
Change-120 (-7%)
Value$949.6K (+$3.6K)
Filed 2026-10-22
Family Capital Management, Inc.
INCREASED
Shares1,722 from 1,710
Change+12 (+1%)
Value$949.5K (+$71.2K)
Filed 2026-11-03
Hara Capital LLC
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$944.7K (+$64.9K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,711 from 1,732
Change-21 (-1%)
Value$943.6K (+$54.0K)
Filed 2026-10-27
Gould Asset Management LLC
DECREASED
Shares1,710 from 1,725
Change-15 (-1%)
Value$942.7K (+$57.0K)
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares1,709 from 1,698
Change+11 (+1%)
Value$942.4K (+$70.4K)
Filed 2026-10-22
SkyOak Wealth, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$937.5K (+$64.4K)
Filed 2026-10-28
Genesis Private Wealth, LLC
INCREASED
Shares1,697 from 1,634
Change+63 (+4%)
Value$935.9K (+$96.6K)
Filed 2026-11-02
Hoxton Planning & Management, LLC
INCREASED
Shares1,696 from 1,654
Change+42 (+3%)
Value$935.3K (+$85.8K)
Filed 2026-10-15
HF Advisory Group, LLC
DECREASED
Shares1,694 from 2,349
Change-655 (-28%)
Value$934.4K (-$272.3K)
Filed 2026-10-09
Southern Michigan Bank & Trust
DECREASED
Shares1,693 from 1,819
Change-126 (-7%)
Value$933.6K (-$599)
Filed 2026-10-19
Bria Capital Group, LLC
INCREASED
Shares1,689 from 1,408
Change+281 (+20%)
Value$931.4K (+$208.3K)
Filed 2026-10-22
Great Diamond Partners, LLC
INCREASED
Shares1,686 from 1,622
Change+64 (+4%)
Value$929.8K (+$96.7K)
Filed 2026-10-13
Lantz Financial LLC
INCREASED
Shares1,685 from 1,656
Change+29 (+2%)
Value$929.4K (+$79.1K)
Filed 2026-10-15
Greenspring Advisors, LLC
INCREASED
Shares1,676 from 1,552
Change+124 (+8%)
Value$924.3K (+$127.1K)
Filed 2026-11-05
Cache Advisors, LLC
DECREASED
Shares1,671 from 2,295
Change-624 (-27%)
Value$921.5K (-$257.2K)
Filed 2026-10-16
Guardian Capital, LLC
DECREASED
Shares1,670 from 1,929
Change-259 (-13%)
Value$920.9K (-$69.9K)
Filed 2026-11-06
Sterling Investment Counsel, LLC
DECREASED
Shares1,668 from 1,806
Change-138 (-8%)
Value$919.9K (-$7.7K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares1,667 from 1,211
Change+456 (+38%)
Value$919.8K (+$297.5K)
Filed 2026-10-29
55 North Private Wealth, LLC
INCREASED
Shares1,665 from 1,469
Change+196 (+13%)
Value$918.2K (+$163.7K)
Filed 2026-10-20
Quantum Financial Advisors, LLC
INCREASED
Shares1,664 from 1,569
Change+95 (+6%)
Value$917.7K (+$111.8K)
Filed 2026-11-03
Strong Retirement Solutions LLC
DECREASED
Shares1,663 from 1,671
Change-8 (0%)
Value$917.1K (+$58.9K)
Filed 2026-10-07
Silphium Asset Management Ltd
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$917.1K (+$63.0K)
Filed 2026-10-27
Lazari Capital Management, Inc.
DECREASED
Shares1,660 from 1,667
Change-7 (0%)
Value$915.6K (+$59.3K)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
INCREASED
Shares1,659 from 1,633
Change+26 (+2%)
Value$1.1M (+$215.9K)
Filed 2026-11-02
Trust Co of the South
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$913.2K (+$62.7K)
Filed 2026-10-21
South Shore Capital Advisors
DECREASED
Shares1,655 from 1,874
Change-219 (-12%)
Value$912.6K (-$49.8K)
Filed 2026-10-20
LifeSteps Financial, Inc.
DECREASED
Shares1,654 from 1,679
Change-25 (-1%)
Value$912.2K (+$49.8K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
INCREASED
Shares1,651 from 1,523
Change+128 (+8%)
Value$910.5K (+$133.4K)
Filed 2026-10-26
Magnus Financial Group LLC
INCREASED
Shares1,649 from 1,523
Change+126 (+8%)
Value$909.5K (+$127.1K)
Filed 2026-10-21
Garrett Wealth Advisory Group, LLC
DECREASED
Shares1,647 from 1,666
Change-19 (-1%)
Value$908.3K (+$52.6K)
Filed 2026-10-22
First Merchants Corp
INCREASED
Shares1,637 from 1,621
Change+16 (+1%)
Value$902.8K (+$70.2K)
Filed 2026-10-15
Brucke Financial, Inc.
INCREASED
Shares1,633 from 985
Change+648 (+66%)
Value$900.6K (+$394.7K)
Filed 2026-10-23
Auxano Advisors, LLC
INCREASED
Shares1,631 from 1,625
Change+6 (+0%)
Value$899.5K (+$64.8K)
Filed 2026-11-06
Amplius Wealth Advisors, LLC
INCREASED
Shares1,627 from 1,272
Change+355 (+28%)
Value$897.2K (+$243.9K)
Filed 2026-10-20
Baker Ellis Asset Management LLC
DECREASED
Shares1,627 from 1,727
Change-100 (-6%)
Value$897.5K (+$10.3K)
Filed 2026-10-14
First Interstate Bank
INCREASED
Shares1,621 from 1,610
Change+11 (+1%)
Value$893.9K (+$67.0K)
Filed 2026-10-23
Wedgewood Investors Inc
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$893.4K (+$61.3K)
Filed 2026-10-28
Tilia Fiduciary Partners, Inc.
DECREASED
Shares1,618 from 1,623
Change-5 (0%)
Value$892.2K (+$58.9K)
Filed 2026-10-09
Bigelow Investment Advisors, LLC
INCREASED
Shares1,618 from 1,616
Change+2 (+0%)
Value$892.3K (+$62.3K)
Filed 2026-10-13
Juncture Wealth Strategies, LLC
INCREASED
Shares1,614 from 1,575
Change+39 (+2%)
Value$890.2K (+$81.2K)
Filed 2026-10-06
Diligent Investors, LLC
DECREASED
Shares1,613 from 1,720
Change-107 (-6%)
Value$889.8K (+$6.3K)
Filed 2026-10-21
Acropolis Investment Management, LLC
DECREASED
Shares1,611 from 1,894
Change-283 (-15%)
Value$888.2K (-$84.4K)
Filed 2026-10-08
Capital Investment Counsel, LLC
DECREASED
Shares1,611 from 1,691
Change-80 (-5%)
Value$888.4K (+$19.9K)
Filed 2026-10-14
Key FInancial Inc
INCREASED
Shares1,609 from 1,574
Change+35 (+2%)
Value$887.3K (+$78.9K)
Filed 2026-11-02
Argos Wealth Advisors, LLC
DECREASED
Shares1,607 from 1,705
Change-98 (-6%)
Value$886.2K (+$10.5K)
Filed 2026-11-02
DT Investment Partners, LLC
INCREASED
Shares1,607 from 1,517
Change+90 (+6%)
Value$886.2K (+$107.1K)
Filed 2026-10-27
New Covenant Trust Company, N.A.
INCREASED
Shares1,606 from 1,238
Change+368 (+30%)
Value$885.7K (+$249.8K)
Filed 2026-10-08
Costello Asset Management, Inc
UNCHANGED
Shares1,605 from 1,605
Change0 (0%)
Value$885.1K (+$60.8K)
Filed 2026-10-30
Prentiss Smith & Co Inc
UNCHANGED
Shares1,605 from 1,605
Change0 (0%)
Value$885.1K (+$60.8K)
Filed 2026-10-27
Guerra PAN Advisors, LLC
INCREASED
Shares1,599 from 1,584
Change+15 (+1%)
Value$985.6K (+$172.1K)
Filed 2026-10-26
Argus Investors' Counsel, Inc.
INCREASED
Shares1,596 from 1,522
Change+74 (+5%)
Value$880.2K (+$98.5K)
Filed 2026-10-09
Plan A Wealth LLC
INCREASED
Shares1,594 from 1,565
Change+29 (+2%)
Value$879.1K (+$75.3K)
Filed 2026-10-08
Allen Capital Group, LLC
INCREASED
Shares1,589 from 1,438
Change+151 (+11%)
Value$876.3K (+$137.7K)
Filed 2026-10-27
Victrix Investment Advisors
INCREASED
Shares1,586 from 1,573
Change+13 (+1%)
Value$874.5K (+$66.7K)
Filed 2026-10-13
Belleair Asset Management, LLC
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$874.6K (+$60.1K)
Filed 2026-11-03
Abundance Wealth Counselors
DECREASED
Shares1,577 from 1,582
Change-5 (0%)
Value$869.7K (+$57.2K)
Filed 2026-10-26
Pinion Investment Advisors, LLC
DECREASED
Shares1,570 from 1,724
Change-154 (-9%)
Value$865.6K (-$20.1K)
Filed 2026-11-04
BXM Wealth LLC
UNCHANGED
Shares1,570 from 1,570
Change0 (0%)
Value$865.9K (+$59.5K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED
Shares1,567 from 1,480
Change+87 (+6%)
Value$864.2K (+$104.0K)
Filed 2026-10-19
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$863.1K (+$59.3K)
Filed 2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares1,554 from 1,548
Change+6 (+0%)
Value$857.0K (+$61.9K)
Filed 2026-11-05
Arsenal Capital Advisors LLC
INCREASED
Shares1,542 from 1,525
Change+17 (+1%)
Value$850.4K (+$67.1K)
Filed 2026-11-02
Crescent Sterling, Ltd.
DECREASED
Shares1,542 from 1,546
Change-4 (0%)
Value$850.4K (+$56.3K)
Filed 2026-10-16
Aspetuck Financial Management LLC
DECREASED
Shares1,538 from 1,610
Change-72 (-4%)
Value$848.2K (+$21.3K)
Filed 2026-11-04
Generali Investments, Management Co LLC
UNCHANGED
Shares1,537 from 1,537
Change0 (0%)
Value$847.6K (+$58.2K)
Filed 2026-10-19
Dutch Asset Corp
INCREASED
Shares1,535 from 1,498
Change+37 (+2%)
Value$846.8K (+$77.3K)
Filed 2026-10-20
Ariadne Wealth Management, LP
DECREASED
Shares1,529 from 1,549
Change-20 (-1%)
Value$843.2K (+$47.6K)
Filed 2026-11-06
Pines Wealth Management, LLC
DECREASED
Shares1,524 from 1,628
Change-104 (-6%)
Value$840.4K (+$4.3K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
INCREASED
Shares1,523 from 1,401
Change+122 (+9%)
Value$839.9K (+$120.3K)
Filed 2026-10-21
Verus Wealth Management, LLC
NEW
Shares1,518
Change+1,518
Value$836.9K
Filed 2026-10-13
Seven Mile Advisory
DECREASED
Shares1,515 from 1,555
Change-40 (-3%)
Value$835.5K (+$36.8K)
Filed 2026-10-22
Core Wealth Partners LLC
DECREASED
Shares1,508 from 1,911
Change-403 (-21%)
Value$831.7K (-$149.9K)
Filed 2026-11-02
Unique Wealth, LLC
DECREASED
Shares1,508 from 1,543
Change-35 (-2%)
Value$831.7K (+$39.1K)
Filed 2026-10-16
TSG Advice Partners, LLC
NEW
Shares1,507
Change+1,507
Value$773.9K
Filed 2026-10-29
Nova R Wealth, Inc.
DECREASED
Shares1,502 from 1,503
Change-1 (0%)
Value$828.6K (+$56.5K)
Filed 2026-10-26
Cypress Wealth Services, LLC
INCREASED
Shares1,501 from 1,472
Change+29 (+2%)
Value$850.3K (+$94.2K)
Filed 2026-10-21
Levin Capital Strategies, L.P.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$827.2K (+$56.8K)
Filed 2026-11-02
Wealth Science Advisors LLC
DECREASED
Shares1,490 from 1,995
Change-505 (-25%)
Value$821.7K (-$202.9K)
Filed 2026-10-09
M. Kraus & Co
DECREASED
Shares1,488 from 1,498
Change-10 (-1%)
Value$820.6K (+$51.2K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares1,480 from 1,336
Change+144 (+11%)
Value$816.2K (+$130.0K)
Filed 2026-10-20
Traynor Capital Management, Inc.
INCREASED
Shares1,480 from 1,360
Change+120 (+9%)
Value$816.3K (+$117.6K)
Filed 2026-10-29
True North Advisors, LLC
DECREASED
Shares1,479 from 1,898
Change-419 (-22%)
Value$815.7K (-$159.2K)
Filed 2026-10-22
Precedent Wealth Partners, LLC
INCREASED
Shares1,475 from 610
Change+865 (+142%)
Value$813.4K (+$500.1K)
Filed 2026-10-21
PFC Capital Group, Inc.
DECREASED
Shares1,474 from 1,724
Change-250 (-14%)
Value$812.9K (-$72.1K)
Filed 2026-11-06
Diversified Portfolios, Inc.
DECREASED
Shares1,471 from 1,506
Change-35 (-2%)
Value$811.2K (+$37.7K)
Filed 2026-11-04
CDM Financial Counseling Services, Inc.
INCREASED
Shares1,470 from 1,455
Change+15 (+1%)
Value$810.8K (+$63.5K)
Filed 2026-10-15
Earned Wealth Advisors, LLC
INCREASED
Shares1,465 from 1,316
Change+149 (+11%)
Value$808.0K (+$132.3K)
Filed 2026-11-06
Five Oceans Advisors
DECREASED
Shares1,464 from 1,558
Change-94 (-6%)
Value$807.4K (+$7.2K)
Filed 2026-10-22
KPP Advisory Services LLC
INCREASED
Shares1,462 from 1,005
Change+457 (+45%)
Value$806.3K (+$290.2K)
Filed 2026-10-26
Syverson Strege & Co
INCREASED
Shares1,461 from 1,446
Change+15 (+1%)
Value$805.7K (+$63.0K)
Filed 2026-11-02
Kraft, Davis & Associates, LLC
DECREASED
Shares1,461 from 1,462
Change-1 (0%)
Value$900.2K (+$142.2K)
Filed 2026-10-21
Argyle Capital Partners, LLC
DECREASED
Shares1,459 from 1,466
Change-7 (0%)
Value$804.5K (+$51.5K)
Filed 2026-10-23
Goldenstone Wealth Management LLC
INCREASED
Shares1,459 from 1,458
Change+1 (+0%)
Value$804.4K (+$55.8K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,456 from 1,247
Change+209 (+17%)
Value$803.3K (+$162.7K)
Filed 2026-10-29
Wheelhouse Advisory Group LLC
DECREASED
Shares1,451 from 1,517
Change-66 (-4%)
Value$800.3K (+$21.0K)
Filed 2026-10-20
Gilliland Jeter Wealth Management LLC
DECREASED
Shares1,443 from 1,445
Change-2 (0%)
Value$795.7K (+$53.7K)
Filed 2026-10-28
One Wealth Capital Management, LLC
INCREASED
Shares1,441 from 614
Change+827 (+135%)
Value$794.7K (+$479.3K)
Filed 2026-10-23
Consilium Wealth Advisory, LLC
INCREASED
Shares1,441 from 1,421
Change+20 (+1%)
Value$794.6K (+$64.9K)
Filed 2026-10-14
Diversified Management Inc
INCREASED
Shares1,440 from 1,073
Change+367 (+34%)
Value$794.1K (+$243.0K)
Filed 2026-10-08
Miller Financial Services LLC
INCREASED
Shares1,439 from 1,418
Change+21 (+1%)
Value$793.6K (+$65.3K)
Filed 2026-10-20
Parcion Private Wealth LLC
INCREASED
Shares1,438 from 1,283
Change+155 (+12%)
Value$793.0K (+$134.1K)
Filed 2026-10-28
Sage Private Wealth Group, LLC
INCREASED
Shares1,438 from 1,437
Change+1 (+0%)
Value$792.8K (+$54.7K)
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares1,431 from 1,647
Change-216 (-13%)
Value$807.4K (-$58.3K)
Filed 2026-10-28
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares1,431 from 1,437
Change-6 (0%)
Value$789.2K (+$51.1K)
Filed 2026-10-14
Matrix Trust Co
DECREASED
Shares1,430 from 1,542
Change-112 (-7%)
Value$789 (-$3)
Filed 2026-10-07
Community Bank, N.A.
DECREASED
Shares1,425 from 1,450
Change-25 (-2%)
Value$785.8K (+$41.1K)
Filed 2026-11-06
Tributary Capital Management, LLC
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$783.1K (+$53.8K)
Filed 2026-10-28
Proathlete Wealth Management LLC
INCREASED
Shares1,419 from 1,250
Change+169 (+14%)
Value$783.1K (+$140.7K)
Filed 2026-10-15
Collective Family Office LLC
DECREASED
Shares1,415 from 1,541
Change-126 (-8%)
Value$780.3K (-$11.1K)
Filed 2026-10-05
Montis Financial, LLC
INCREASED
Shares1,414 from 1,408
Change+6 (+0%)
Value$779.9K (+$56.7K)
Filed 2026-11-04
BOS Asset Management, LLC
DECREASED
Shares1,413 from 1,477
Change-64 (-4%)
Value$779.2K (+$20.6K)
Filed 2026-10-09
Veery Capital, LLC
DECREASED
Shares1,411 from 1,413
Change-2 (0%)
Value$778.1K (+$52.4K)
Filed 2026-10-07
Victory Financial Group, LLC
INCREASED
Shares1,409 from 1,082
Change+327 (+30%)
Value$777.1K (+$221.3K)
Filed 2026-10-27
Cardinal Point Capital Management ULC
UNCHANGED
Shares1,409 from 1,409
Change0 (0%)
Value$777.0K (+$53.4K)
Filed 2026-10-21
Manske Wealth Management
INCREASED
Shares1,407 from 1,394
Change+13 (+1%)
Value$775.9K (+$60.0K)
Filed 2026-10-26
Verum Partners LLC
INCREASED
Shares1,400 from 1,251
Change+149 (+12%)
Value$772.0K (+$129.3K)
Filed 2026-10-21
Advisory Solutions Group, LLC
INCREASED
Shares1,400 from 1,328
Change+72 (+5%)
Value$771.9K (+$89.6K)
Filed 2026-10-14
Raleigh Capital Management Inc.
INCREASED
Shares1,400 from 1,338
Change+62 (+5%)
Value$772.1K (+$84.7K)
Filed 2026-10-28
Means Investment Co., Inc.
DECREASED
Shares1,399 from 1,533
Change-134 (-9%)
Value$771.5K (-$15.9K)
Filed 2026-11-03
Invera Wealth Advisors, LLC
INCREASED
Shares1,391 from 1,127
Change+264 (+23%)
Value$767.1K (+$188.3K)
Filed 2026-10-28
Globalt Investments LLC / GA
DECREASED
Shares1,389 from 1,521
Change-132 (-9%)
Value$766.0K (-$15.2K)
Filed 2026-10-27
KG Capital Management
INCREASED
Shares1,385 from 1,223
Change+162 (+13%)
Value$763.8K (+$135.7K)
Filed 2026-10-15
Tarbox Family Office, Inc.
UNCHANGED
Shares1,382 from 1,382
Change0 (0%)
Value$762.1K (+$52.3K)
Filed 2026-10-23
Salvus Wealth Management, LLC
DECREASED
Shares1,373 from 1,457
Change-84 (-6%)
Value$757.2K (+$8.9K)
Filed 2026-10-13
Talbot Financial, LLC
DECREASED
Shares1,373 from 1,396
Change-23 (-2%)
Value$757.2K (+$40.2K)
Filed 2026-10-19
RM Financial Services, LLC
DECREASED
Shares1,371 from 1,411
Change-40 (-3%)
Value$756.1K (+$31.4K)
Filed 2026-11-03
BAM Wealth Management, LLC
DECREASED
Shares1,365 from 1,409
Change-44 (-3%)
Value$752.9K (+$29.1K)
Filed 2026-10-15
Mosley Wealth Management
INCREASED
Shares1,364 from 1,202
Change+162 (+13%)
Value$840.7K (+$223.2K)
Filed 2026-10-16
Commonwealth Financial Services, LLC
DECREASED
Shares1,358 from 1,369
Change-11 (-1%)
Value$748.6K (+$45.3K)
Filed 2026-10-20
Accredited Investors Inc.
INCREASED
Shares1,355 from 1,352
Change+3 (+0%)
Value$747.4K (+$52.9K)
Filed 2026-11-03
Granite Investment Partners, LLC
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$746.1K (+$51.2K)
Filed 2026-11-04
Reflection Asset Management
UNCHANGED
Shares1,352 from 1,352
Change0 (0%)
Value$745.6K (+$51.2K)
Filed 2026-10-28
TT Capital Management LLC
INCREASED
Shares1,351 from 1,108
Change+243 (+22%)
Value$745.0K (+$176.0K)
Filed 2026-10-15
Range Financial Group LLC
DECREASED
Shares1,350 from 1,710
Change-360 (-21%)
Value$744.6K (-$133.7K)
Filed 2026-10-21
Andrews Advisory Associates, LLC
DECREASED
Shares1,346 from 1,534
Change-188 (-12%)
Value$742.1K (-$45.7K)
Filed 2026-10-15
Chapin Davis, Inc.
INCREASED
Shares1,346 from 1,307
Change+39 (+3%)
Value$742.2K (+$71.1K)
Filed 2026-10-09
Cane Capital Partners, LLC
DECREASED
Shares1,342 from 1,536
Change-194 (-13%)
Value$740.1K (-$48.8K)
Filed 2026-10-23
GLR Partners, LLC
DECREASED
Shares1,339 from 1,340
Change-1 (0%)
Value$738.4K (+$50.2K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED
Shares1,338 from 1,321
Change+17 (+1%)
Value$737.8K (+$59.3K)
Filed 2026-10-14
Salem Investment Counselors Inc
DECREASED
Shares1,337 from 1,378
Change-41 (-3%)
Value$737.3K (+$29.6K)
Filed 2026-10-13
Wealth Architects, LLC
INCREASED
Shares1,337 from 1,312
Change+25 (+2%)
Value$737.4K (+$63.2K)
Filed 2026-11-03
Midwest Financial Group LLC
INCREASED
Shares1,333 from 1,332
Change+1 (+0%)
Value$735.0K (+$50.9K)
Filed 2026-10-15
Kelly Financial Group LLC
INCREASED
Shares1,332 from 1,330
Change+2 (+0%)
Value$734.3K (+$51.4K)
Filed 2026-10-16
Columbia Bank
INCREASED
Shares1,329 from 1,040
Change+289 (+28%)
Value$732.9K (+$198.8K)
Filed 2026-10-29
Outlook Wealth Advisors, LLC
DECREASED
Shares1,329 from 1,350
Change-21 (-2%)
Value$733.0K (+$39.6K)
Filed 2026-10-28
Shelter Rock Management, LLC
DECREASED
Shares1,326 from 1,408
Change-82 (-6%)
Value$728.5K (+$5.2K)
Filed 2026-10-09
Retirement Planning Group, LLC
INCREASED
Shares1,326 from 1,252
Change+74 (+6%)
Value$731.3K (+$88.4K)
Filed 2026-10-19
Strategy Asset Managers LLC
DECREASED
Shares1,319 from 1,393
Change-74 (-5%)
Value$727.6K (+$12.1K)
Filed 2026-10-14
CWS Financial Advisors, LLC
INCREASED
Shares1,315 from 1,153
Change+162 (+14%)
Value$725.2K (+$133.1K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
INCREASED
Shares1,312 from 1,306
Change+6 (+0%)
Value$723.6K (+$52.8K)
Filed 2026-11-02
Atala Financial Inc
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$720.8K (+$49.5K)
Filed 2026-10-22
Fortitude Family Office, LLC
INCREASED
Shares1,303 from 1,090
Change+213 (+20%)
Value$718.4K (+$158.7K)
Filed 2026-10-14
First Business Financial Services, Inc.
DECREASED
Shares1,296 from 1,425
Change-129 (-9%)
Value$714.7K (-$17.2K)
Filed 2026-10-29
Trek Financial, LLC
INCREASED
Shares1,294 from 1,109
Change+185 (+17%)
Value$713.6K (+$143.8K)
Filed 2026-10-29
Wedge Capital Management L L P
UNCHANGED
Shares1,294 from 1,294
Change0 (0%)
Value$713.6K (+$49.0K)
Filed 2026-10-13
Colton Groome Financial Advisors, LLC
DECREASED
Shares1,293 from 1,297
Change-4 (0%)
Value$712.9K (+$47.1K)
Filed 2026-10-06
Total Clarity Wealth Management, Inc.
DECREASED
Shares1,287 from 1,434
Change-147 (-10%)
Value$709.8K (-$26.7K)
Filed 2026-10-26
Lakeshore Capital Group, Inc.
INCREASED
Shares1,284 from 1,190
Change+94 (+8%)
Value$708.1K (+$97.2K)
Filed 2026-10-20
Summit Asset Management, LLC
INCREASED
Shares1,278 from 1,276
Change+2 (+0%)
Value$704.8K (+$49.4K)
Filed 2026-11-05
Matisse Capital
UNCHANGED
Shares1,277 from 1,277
Change0 (0%)
Value$704.2K (+$48.4K)
Filed 2026-10-29
Viewpoint Investment Partners Corp
DECREASED
Shares1,275 from 1,300
Change-25 (-2%)
Value$720.6K (+$31.5K)
Filed 2026-10-26
Heffernan Advisory, Inc
INCREASED
Shares1,274 from 1,094
Change+180 (+16%)
Value$702.6K (+$140.7K)
Filed 2026-10-13
Warren Street Wealth Advisors, LLC
INCREASED
Shares1,274 from 1,205
Change+69 (+6%)
Value$702.6K (+$83.7K)
Filed 2026-11-04
QTR Family Wealth, LLC
INCREASED
Shares1,274 from 1,222
Change+52 (+4%)
Value$702.6K (+$75.0K)
Filed 2026-11-02
ZWJ Investment Counsel Inc
INCREASED
Shares1,273 from 1,257
Change+16 (+1%)
Value$702.0K (+$56.5K)
Filed 2026-10-15
Frederick Financial Consultants, LLC
INCREASED
Shares1,269 from 834
Change+435 (+52%)
Value$699.7K (+$271.5K)
Filed 2026-10-29
Invenio Wealth Partners LLC
INCREASED
Shares1,269 from 1,268
Change+1 (+0%)
Value$699.8K (+$48.6K)
Filed 2026-10-20
Rede Wealth, LLC
INCREASED
Shares1,266 from 1,216
Change+50 (+4%)
Value$698.2K (+$73.9K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
DECREASED
Shares1,263 from 1,274
Change-11 (-1%)
Value$696.5K (+$42.2K)
Filed 2026-10-15
Willow Creek Wealth Management Inc.
INCREASED
Shares1,261 from 1,241
Change+20 (+2%)
Value$695.4K (+$58.0K)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares1,259 from 1,151
Change+108 (+9%)
Value$694.3K (+$103.1K)
Filed 2026-11-05
Gerber, LLC
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$692.1K (+$47.5K)
Filed 2026-10-21
Spartan Planning & Wealth Management
NEW
Shares1,250
Change+1,250
Value$689.2K
Filed 2026-10-13
Sunpointe, LLC
DECREASED
Shares1,250 from 1,337
Change-87 (-7%)
Value$689.3K (+$2.7K)
Filed 2026-10-22
Triangle Securities Wealth Management
DECREASED
Shares1,244 from 1,264
Change-20 (-2%)
Value$686.0K (+$36.8K)
Filed 2026-10-14
Parthenon LLC
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$685.5K (+$47.1K)
Filed 2026-10-22
Barlow Wealth Partners, LLC
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$703.7K (+$58.0K)
Filed 2026-10-15
Nordwand Advisors, LLC
DECREASED
Shares1,240 from 1,260
Change-20 (-2%)
Value$683.8K (+$36.7K)
Filed 2026-11-05
Forum Financial Management, LP
INCREASED
Shares1,235 from 1,228
Change+7 (+1%)
Value$681.1K (+$50.4K)
Filed 2026-10-16
Connective Portfolio Management, LLC
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$681.1K (+$46.8K)
Filed 2026-10-22
CFS Investment Advisory Services, LLC
INCREASED
Shares1,231 from 1,018
Change+213 (+21%)
Value$697.5K (+$148.4K)
Filed 2026-10-19
Latitude Advisors, LLC
DECREASED
Shares1,231 from 1,274
Change-43 (-3%)
Value$678.6K (+$24.5K)
Filed 2026-10-27
Exchange Bank
DECREASED
Shares1,222 from 1,256
Change-34 (-3%)
Value$673.9K (+$28.8K)
Filed 2026-10-07
Brady Martz Wealth Solutions, LLC
INCREASED
Shares1,217 from 550
Change+667 (+121%)
Value$671.1K (+$388.9K)
Filed 2026-11-05
Clarity Wealth Advisors, LLC
DECREASED
Shares1,217 from 1,282
Change-65 (-5%)
Value$671.4K (+$12.8K)
Filed 2026-10-21
Centerpoint Advisors, LLC
INCREASED
Shares1,210 from 1,160
Change+50 (+4%)
Value$667 (-$595.3K)
Filed 2026-11-05
Ejmk Ventures LLC
DECREASED
Shares1,208 from 1,226
Change-18 (-1%)
Value$666.2K (+$36.5K)
Filed 2026-10-21
Heritage Family Offices, LLP
DECREASED
Shares1,206 from 1,359
Change-153 (-11%)
Value$665.1K (-$32.9K)
Filed 2026-11-02
GW Henssler & Associates LTD
DECREASED
Shares1,206 from 1,216
Change-10 (-1%)
Value$665.2K (+$40.5K)
Filed 2026-10-26
Castleview Partners, LLC
DECREASED
Shares1,201 from 2,138
Change-937 (-44%)
Value$662.3K (-$435.8K)
Filed 2026-10-09
TCI Wealth Advisors, Inc.
DECREASED
Shares1,199 from 1,400
Change-201 (-14%)
Value$661.2K (-$57.8K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,199 from 1,016
Change+183 (+18%)
Value$661.2K (+$139.4K)
Filed 2026-11-02
San Luis Wealth Advisors LLC
DECREASED
Shares1,189 from 7,675
Change-6,486 (-85%)
Value$655.5K (-$3.3M)
Filed 2026-10-27
CPC Advisors, LLC
NEW
Shares1,187
Change+1,187
Value$654.6K
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
INCREASED
Shares1,187 from 1,007
Change+180 (+18%)
Value$654.8K (+$137.6K)
Filed 2026-11-04
Baker Tilly Wealth Management, LLC
DECREASED
Shares1,186 from 1,202
Change-16 (-1%)
Value$654.3K (+$36.9K)
Filed 2026-10-05
HMV Wealth Advisors, LLC
DECREASED
Shares1,186 from 1,189
Change-3 (0%)
Value$654.0K (+$43.4K)
Filed 2026-10-27
Eagle Wealth Advisors LLC
DECREASED
Shares1,185 from 1,188
Change-3 (0%)
Value$653.5K (+$43.3K)
Filed 2026-10-20
Bailard, Inc.
DECREASED
Shares1,184 from 5,411
Change-4,227 (-78%)
Value$652.9K (-$2.1M)
Filed 2026-10-13
Birch Financial Group, LLC
DECREASED
Shares1,177 from 1,200
Change-23 (-2%)
Value$649.0K (+$32.9K)
Filed 2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED
Shares1,176 from 1,176
Change0 (0%)
Value$648.5K (+$44.5K)
Filed 2026-11-06
Trueblood Wealth Management, LLC
INCREASED
Shares1,166 from 1,162
Change+4 (+0%)
Value$642.8K (+$46.1K)
Filed 2026-10-23
Richardson Financial Services Inc.
INCREASED
Shares1,164 from 1,142
Change+22 (+2%)
Value$641.9K (+$55.4K)
Filed 2026-10-30
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,163 from 1,063
Change+100 (+9%)
Value$641.6K (+$95.7K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares1,163 from 1,197
Change-34 (-3%)
Value$668.5K (+$53.8K)
Filed 2026-10-09
Tcfg Investment Advisors, LLC
INCREASED
Shares1,163 from 1,161
Change+2 (+0%)
Value$641.3K (+$43.9K)
Filed 2026-10-20
Prairie Advisory, LLC
INCREASED
Shares1,162 from 580
Change+582 (+100%)
Value$640.4K (+$342.4K)
Filed 2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED
Shares1,160 from 1,157
Change+3 (+0%)
Value$639.8K (+$45.5K)
Filed 2026-10-22
Meadowbrook Wealth Management, LLC
DECREASED
Shares1,155 from 1,230
Change-75 (-6%)
Value$636.9K (-$5.7K)
Filed 2026-10-08
Citadel Investment Advisory, Inc.
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$637.0K (+$44.0K)
Filed 2026-10-15
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares1,147 from 1,144
Change+3 (+0%)
Value$632.4K (+$45.1K)
Filed 2026-10-22
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares1,141 from 1,071
Change+70 (+7%)
Value$629.6K (+$79.7K)
Filed 2026-10-09
Breakwater Capital Group
INCREASED
Shares1,140 from 1,132
Change+8 (+1%)
Value$628.7K (+$47.3K)
Filed 2026-10-09
Flagstone Financial Management
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$628.7K (+$43.2K)
Filed 2026-11-05
Prota Financial, LLC
DECREASED
Shares1,139 from 1,140
Change-1 (0%)
Value$626.5K (+$30.9K)
Filed 2026-10-08
Orange Investment Advisors, Inc.
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$628.1K (+$43.1K)
Filed 2026-10-23
Zullo Investment Group, Inc.
INCREASED
Shares1,134 from 1,129
Change+5 (+0%)
Value$625.6K (+$45.6K)
Filed 2026-10-20
Myriad Asset Management US LP
INCREASED
Shares1,132 from 724
Change+408 (+56%)
Value$624.0K (+$252.0K)
Filed 2026-11-03
Phillips Financial Management, LLC
INCREASED
Shares1,132 from 1,095
Change+37 (+3%)
Value$624.3K (+$61.9K)
Filed 2026-10-19
Climber Capital SA
INCREASED
Shares1,123 from 409
Change+714 (+175%)
Value$587.2K (+$377.5K)
Filed 2026-10-20
Baker Boyer National Bank
DECREASED
Shares1,122 from 1,124
Change-2 (0%)
Value$618.7K (+$41.5K)
Filed 2026-11-05
Keudell ison Wealth Management
DECREASED
Shares1,117 from 1,154
Change-37 (-3%)
Value$616.0K (+$23.3K)
Filed 2026-10-16
Barrett & Company, Inc.
DECREASED
Shares1,115 from 1,271
Change-156 (-12%)
Value$614.9K (-$37.9K)
Filed 2026-10-22
Summa Corp.
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$614.9K (+$42.2K)
Filed 2026-10-30
RAM Investment Partners, LLC
INCREASED
Shares1,114 from 1,059
Change+55 (+5%)
Value$614.2K (+$70.4K)
Filed 2026-10-21
Redwood Financial Network Corp
INCREASED
Shares1,113 from 1,095
Change+18 (+2%)
Value$613.6K (+$50.9K)
Filed 2026-11-03
LifePlan Financial, LLC
NEW
Shares1,112
Change+1,112
Value$639.1K
Filed 2026-10-13
EdgeRock Capital LLC
INCREASED
Shares1,110 from 911
Change+199 (+22%)
Value$612.3K (+$144.3K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
DECREASED
Shares1,108 from 1,913
Change-805 (-42%)
Value$611.0K (-$371.5K)
Filed 2026-10-22
Fortem Financial Group, LLC
INCREASED
Shares1,106 from 1,093
Change+13 (+1%)
Value$609.9K (+$48.6K)
Filed 2026-10-20
NTV Asset Management LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$609.9K (+$41.9K)
Filed 2026-10-23
Abacus Wealth Partners, LLC
INCREASED
Shares1,104 from 1,064
Change+40 (+4%)
Value$608.8K (+$62.4K)
Filed 2026-11-03
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$606.5K (+$41.7K)
Filed 2026-10-19
Arvest Investments, Inc.
DECREASED
Shares1,099 from 1,103
Change-4 (0%)
Value$606.1K (+$39.6K)
Filed 2026-10-21
Pembroke Management, LTD
INCREASED
Shares1,098 from 908
Change+190 (+21%)
Value$605.5K (+$139.2K)
Filed 2026-10-21
Clean Yield Group
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$605.5K (+$41.6K)
Filed 2026-10-28
Nadler Financial Group, Inc.
INCREASED
Shares1,096 from 1,090
Change+6 (+1%)
Value$604.4K (+$44.6K)
Filed 2026-10-23
Kingsbury Capital Investment Advisors LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$603.3K (+$41.4K)
Filed 2026-10-20
180 Wealth Advisors, LLC
INCREASED
Shares1,093 from 1,065
Change+28 (+3%)
Value$602.9K (+$55.8K)
Filed 2026-11-03
Park National Corp
DECREASED
Shares1,088 from 1,124
Change-36 (-3%)
Value$600.0K (+$22.7K)
Filed 2026-10-05
Bdfs Capital LLC
DECREASED
Shares1,087 from 1,095
Change-8 (-1%)
Value$599.6K (+$37.1K)
Filed 2026-10-14
Alliance Wealth Advisors, LLC
DECREASED
Shares1,085 from 1,090
Change-5 (0%)
Value$598.3K (+$38.5K)
Filed 2026-10-14
Code Waechter LLC
INCREASED
Shares1,083 from 1,001
Change+82 (+8%)
Value$597.0K (+$82.9K)
Filed 2026-10-23
Firethorn Wealth Partners, LLC
DECREASED
Shares1,076 from 1,110
Change-34 (-3%)
Value$593.6K (+$23.4K)
Filed 2026-10-14
Apollon Financial, LLC
INCREASED
Shares1,075 from 1,053
Change+22 (+2%)
Value$592.6K (+$51.9K)
Filed 2026-10-23
Private Advisory Group LLC
DECREASED
Shares1,075 from 1,094
Change-19 (-2%)
Value$592.8K (+$31.0K)
Filed 2026-11-06
Heritage Investment Group, Inc.
INCREASED
Shares1,075 from 1,072
Change+3 (+0%)
Value$592.6K (+$42.2K)
Filed 2026-11-03
Iams Wealth Management, LLC
NEW
Shares1,069
Change+1,069
Value$589.5K
Filed 2026-10-15
Goldstein Advisors, LLC
INCREASED
Shares1,069 from 842
Change+227 (+27%)
Value$589.5K (+$157.1K)
Filed 2026-10-15
Crown Wealth Group, LLC
DECREASED
Shares1,065 from 1,073
Change-8 (-1%)
Value$587.3K (+$36.2K)
Filed 2026-10-19
Revisor Wealth Management LLC
INCREASED
Shares1,064 from 899
Change+165 (+18%)
Value$640.6K (+$178.8K)
Filed 2026-10-20
Noble Wealth Management PBC
DECREASED
Shares1,061 from 1,062
Change-1 (0%)
Value$585.1K (+$39.7K)
Filed 2026-10-01
Stronghold Wealth Management L.L.C.
DECREASED
Shares1,060 from 1,115
Change-55 (-5%)
Value$584.6K (+$11.9K)
Filed 2026-10-16
One Way Holdings LLC
INCREASED
Shares1,058 from 898
Change+160 (+18%)
Value$583.5K (+$122.2K)
Filed 2026-10-29
GenTrust, LLC
INCREASED
Shares1,058 from 959
Change+99 (+10%)
Value$583.7K (+$90.9K)
Filed 2026-11-06
Meadow Creek Wealth Advisors LLC
INCREASED
Shares1,057 from 943
Change+114 (+12%)
Value$582.8K (+$98.6K)
Filed 2026-11-02
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$582.2K (+$40.0K)
Filed 2026-10-09
Manchester Financial Inc
UNCHANGED
Shares1,049 from 1,049
Change0 (0%)
Value$578.4K (+$39.7K)
Filed 2026-10-15
Essex LLC
DECREASED
Shares1,048 from 1,072
Change-24 (-2%)
Value$578.1K (+$27.4K)
Filed 2026-10-14
Paulson Wealth Management Inc.
INCREASED
Shares1,047 from 1,040
Change+7 (+1%)
Value$577.4K (+$43.2K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
INCREASED
Shares1,045 from 773
Change+272 (+35%)
Value$576.4K (+$179.3K)
Filed 2026-11-03
Founders Capital Management, LLC
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$576.3K (+$39.6K)
Filed 2026-10-23
Hardworking Capital Advisors, LLC
DECREASED
Shares1,044 from 1,070
Change-26 (-2%)
Value$575.8K (+$26.2K)
Filed 2026-10-20
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$575.7K (+$39.5K)
Filed 2026-10-13
Elevated Capital Advisors, LLC
DECREASED
Shares1,043 from 2,294
Change-1,251 (-55%)
Value$575.4K (-$602.6K)
Filed 2026-11-04
Founders Financial Securities LLC
INCREASED
Shares1,041 from 943
Change+98 (+10%)
Value$574.1K (+$89.8K)
Filed 2026-10-28
Kanawha Capital Management LLC
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$574.0K (+$39.4K)
Filed 2026-10-19
Cannon Advisors, Inc.
DECREASED
Shares1,039 from 1,252
Change-213 (-17%)
Value$628.4K (-$45.2K)
Filed 2026-10-14
Mindset Wealth Management, LLC
INCREASED
Shares1,039 from 1,022
Change+17 (+2%)
Value$573.0K (+$48.0K)
Filed 2026-10-19
Brady Family Wealth, LLC
DECREASED
Shares1,038 from 1,735
Change-697 (-40%)
Value$572.4K (-$318.7K)
Filed 2026-11-02
RVW Wealth, LLC
DECREASED
Shares1,036 from 1,044
Change-8 (-1%)
Value$571.5K (+$35.5K)
Filed 2026-10-06
Cap Partners, LLC
DECREASED
Shares1,035 from 1,056
Change-21 (-2%)
Value$570.9K (+$28.6K)
Filed 2026-10-19
Jamison Private Wealth Management, Inc.
INCREASED
Shares1,034 from 978
Change+56 (+6%)
Value$570.1K (+$68.0K)
Filed 2026-10-14
Matauro, LLC
INCREASED
Shares1,034 from 1,024
Change+10 (+1%)
Value$570.2K (+$44.3K)
Filed 2026-11-03
Clear Retirement Advice LLC
INCREASED
Shares1,030 from 1,029
Change+1 (+0%)
Value$568.0K (+$39.5K)
Filed 2026-10-22
Raab & Moskowitz Asset Management LLC
DECREASED
Shares1,027 from 1,094
Change-67 (-6%)
Value$566.5K (+$4.5K)
Filed 2026-11-02
StoryOne LLC
INCREASED
Shares1,026 from 471
Change+555 (+118%)
Value$565.8K (+$323.9K)
Filed 2026-10-13
Clear Point Advisors Inc.
UNCHANGED
Shares1,021 from 1,021
Change0 (0%)
Value$563.1K (+$38.7K)
Filed 2026-10-30
Curbstone Financial Management Corp
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$562.8K (+$38.6K)
Filed 2026-10-21
Wellington Grp LLC
DECREASED
Shares1,019 from 2,261
Change-1,242 (-55%)
Value$561.9K (-$599.3K)
Filed 2026-11-06
Warm Springs Advisors Inc.
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$561.9K (+$38.6K)
Filed 2026-10-28
Capital Management Associates, Inc
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$560.8K (+$38.5K)
Filed 2026-10-20
Lewis Asset Management, LLC
INCREASED
Shares1,015 from 1,011
Change+4 (+0%)
Value$559.9K (+$40.6K)
Filed 2026-10-14
Ullmann Wealth Partners Group, LLC
INCREASED
Shares1,013 from 946
Change+67 (+7%)
Value$558.8K (+$73.1K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
DECREASED
Shares1,013 from 1,066
Change-53 (-5%)
Value$558.6K (+$11.1K)
Filed 2026-10-14
Nemes Rush Group LLC
INCREASED
Shares1,012 from 958
Change+54 (+6%)
Value$558.1K (+$66.1K)
Filed 2026-11-04
Durante & Waters, LLC
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$558.1K (+$38.3K)
Filed 2026-10-28
Riverbend Wealth Management, LLC
DECREASED
Shares1,010 from 1,374
Change-364 (-26%)
Value$557.0K (-$148.7K)
Filed 2026-10-15
Piedmont Capital Management, LLC
DECREASED
Shares1,006 from 1,012
Change-6 (-1%)
Value$554.8K (+$35.0K)
Filed 2026-10-21
Private Client Services, LLC
INCREASED
Shares1,002 from 939
Change+63 (+7%)
Value$552.7K (+$70.3K)
Filed 2026-10-02
Eurizon Asset Management Hungary Ltd.
DECREASED
Shares1,000 from 3,000
Change-2,000 (-67%)
Value$551.5K (-$989.3K)
Filed 2026-11-06
Jericho Financial, LLP
DECREASED
Shares1,000 from 1,003
Change-3 (0%)
Value$551.6K (+$36.5K)
Filed 2026-10-13
Conestoga Capital Advisors, LLC
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$548.7K (+$37.7K)
Filed 2026-11-02
Burns J W & Co Inc
DECREASED
Shares993 from 1,004
Change-11 (-1%)
Value$547.6K (+$32.0K)
Filed 2026-10-20
Rise Advisors, LLC
DECREASED
Shares987 from 1,064
Change-77 (-7%)
Value$544.6K (-$1.9K)
Filed 2026-10-16
Wespac Advisors, LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$543.7K (+$37.3K)
Filed 2026-10-26
Integral Investment Advisors, Inc.
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$543.2K (+$37.3K)
Filed 2026-11-03
Innova Wealth Partners
INCREASED
Shares983 from 831
Change+152 (+18%)
Value$542.0K (+$115.1K)
Filed 2026-10-21
Heritage OAK Wealth Advisors LLC
INCREASED
Shares981 from 953
Change+28 (+3%)
Value$541.2K (+$51.9K)
Filed 2026-10-14
Mainstream Capital Management LLC
DECREASED
Shares979 from 1,022
Change-43 (-4%)
Value$539.9K (+$15.0K)
Filed 2026-10-23
Covestor Ltd
INCREASED
Shares978 from 949
Change+29 (+3%)
Value$539 (-$487.5K)
Filed 2026-10-30
Sage Rhino Capital LLC
DECREASED
Shares978 from 987
Change-9 (-1%)
Value$539.3K (+$32.4K)
Filed 2026-10-28
Park Capital Management, LLC / WI
INCREASED
Shares977 from 972
Change+5 (+1%)
Value$538.8K (+$39.6K)
Filed 2026-10-13
Capital Advantage, Inc.
NEW
Shares975
Change+975
Value$537.7K
Filed 2026-10-14
Wilkins Investment Counsel Inc
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$537.7K (+$36.9K)
Filed 2026-11-03
Stonekeep Investments, LLC
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$533.3K (+$532.8K)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
INCREASED
Shares964 from 962
Change+2 (+0%)
Value$531.5K (+$37.3K)
Filed 2026-10-15
KFG Wealth Management, LLC
DECREASED
Shares960 from 1,099
Change-139 (-13%)
Value$529.5K (-$34.9K)
Filed 2026-10-16
Haven Private, LLC
DECREASED
Shares959 from 1,051
Change-92 (-9%)
Value$528.9K (-$10.9K)
Filed 2026-10-27
Convergence Financial, LLC
DECREASED
Shares957 from 1,980
Change-1,023 (-52%)
Value$527.9K (-$489.3K)
Filed 2026-10-27
apricus wealth, LLC
INCREASED
Shares951 from 891
Change+60 (+7%)
Value$524.5K (+$66.8K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares951 from 902
Change+49 (+5%)
Value$524.5K (+$61.1K)
Filed 2026-10-29
Ibex Wealth Advisors
DECREASED
Shares950 from 973
Change-23 (-2%)
Value$523.9K (+$23.9K)
Filed 2026-11-06
Coerente Capital Management
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$523.9K (+$36.0K)
Filed 2026-10-29
Motive Wealth Advisors
INCREASED
Shares949 from 896
Change+53 (+6%)
Value$523.3K (+$63.2K)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
DECREASED
Shares945 from 1,995
Change-1,050 (-53%)
Value$521.1K (-$503.5K)
Filed 2026-11-04
MBE Wealth Management, LLC
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$520.0K (+$35.7K)
Filed 2026-10-26
Orgel Wealth Management, LLC
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$519.4K (+$35.7K)
Filed 2026-10-14
Payden & Rygel
INCREASED
Shares940 from 560
Change+380 (+68%)
Value$518 (-$287.5K)
Filed 2026-10-28
GPM Growth Investors, Inc.
DECREASED
Shares940 from 942
Change-2 (0%)
Value$518.4K (+$34.6K)
Filed 2026-10-30
Altfest L J & Co Inc
INCREASED
Shares939 from 933
Change+6 (+1%)
Value$517.9K (+$38.6K)
Filed 2026-10-27
Albion Financial Group
INCREASED
Shares935 from 298
Change+637 (+214%)
Value$515.8K (+$362.7K)
Filed 2026-10-21
NewSquare Capital LLC
INCREASED
Shares933 from 648
Change+285 (+44%)
Value$514.5K (+$181.7K)
Filed 2026-11-06
Global Financial Private Client, LLC
INCREASED
Shares930 from 904
Change+26 (+3%)
Value$512.9K (+$48.6K)
Filed 2026-10-15
Baskin Financial Services Inc.
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$513 (+$35)
Filed 2026-10-19
Western Pacific Wealth Management, LP
DECREASED
Shares925 from 1,055
Change-130 (-12%)
Value$510.2K (-$31.7K)
Filed 2026-10-16
Adelphi Trust Co
DECREASED
Shares924 from 1,169
Change-245 (-21%)
Value$509.6K (-$90.8K)
Filed 2026-10-05
Tempus Wealth Planning, LLC
INCREASED
Shares920 from 907
Change+13 (+1%)
Value$507.5K (+$41.5K)
Filed 2026-10-14
LeConte Wealth Management, LLC
INCREASED
Shares918 from 816
Change+102 (+13%)
Value$506.3K (+$87.2K)
Filed 2026-10-20
Inscription Capital, LLC
DECREASED
Shares914 from 1,818
Change-904 (-50%)
Value$504.1K (-$429.4K)
Filed 2026-11-02
Connecticut Capital Management Group, LLC
INCREASED
Shares914 from 893
Change+21 (+2%)
Value$504.0K (+$45.4K)
Filed 2026-10-29
Smith Group Asset Management, LLC
DECREASED
Shares910 from 930
Change-20 (-2%)
Value$501.8K (+$24.2K)
Filed 2026-10-27
Hudock, Inc.
INCREASED
Shares910 from 909
Change+1 (+0%)
Value$502.3K (+$35.0K)
Filed 2026-10-14
Bedel Financial Consulting, Inc.
INCREASED
Shares909 from 908
Change+1 (+0%)
Value$501.2K (+$34.7K)
Filed 2026-11-06
BankPlus Trust Department
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$501.3K (+$34.4K)
Filed 2026-11-06
Verus Capital Partners, LLC
DECREASED
Shares908 from 1,028
Change-120 (-12%)
Value$500.6K (-$27.2K)
Filed 2026-11-03
AMG Asset Management Group, Inc.
DECREASED
Shares906 from 1,127
Change-221 (-20%)
Value$499.8K (-$79.2K)
Filed 2026-10-21
Aletheian Wealth Advisors LLC
INCREASED
Shares906 from 900
Change+6 (+1%)
Value$499.6K (+$37.4K)
Filed 2026-10-08
Willner & Heller, LLC
INCREASED
Shares901 from 896
Change+5 (+1%)
Value$496.8K (+$36.8K)
Filed 2026-10-28
Townsend Asset Management Corp
DECREASED
Shares897 from 919
Change-22 (-2%)
Value$494.9K (+$22.9K)
Filed 2026-10-29
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares895 from 909
Change-14 (-2%)
Value$493.6K (+$39.4K)
Filed 2026-10-14
Altus Wealth Group LLC
INCREASED
Shares891 from 835
Change+56 (+7%)
Value$491.4K (+$62.5K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
INCREASED
Shares890 from 889
Change+1 (+0%)
Value$490.8K (+$34.1K)
Filed 2026-10-26
Eads & Heald Wealth Management
DECREASED
Shares887 from 889
Change-2 (0%)
Value$489.2K (+$32.6K)
Filed 2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED
Shares884 from 866
Change+18 (+2%)
Value$487.5K (+$42.7K)
Filed 2026-11-04
Hoey Investments, Inc
INCREASED
Shares881 from 696
Change+185 (+27%)
Value$485.8K (+$128.4K)
Filed 2026-10-29
Westover Capital Advisors, LLC
INCREASED
Shares881 from 794
Change+87 (+11%)
Value$485.8K (+$78.0K)
Filed 2026-10-26
J.M. Arbour, LLC
DECREASED
Shares881 from 889
Change-8 (-1%)
Value$485.8K (+$29.3K)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares880 from 852
Change+28 (+3%)
Value$485.2K (+$47.7K)
Filed 2026-11-03
Randall & Associates Wealth Management
NEW
Shares879
Change+879
Value$484.7K
Filed 2026-10-20
Eurizon SLJ Capital Ltd
DECREASED
Shares878 from 958
Change-80 (-8%)
Value$484.2K (-$7.8K)
Filed 2026-11-06
Benin Management Corp
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$484.2K (+$33.3K)
Filed 2026-10-22
Alpha Zero LLC
INCREASED
Shares877 from 708
Change+169 (+24%)
Value$483.7K (+$93.2K)
Filed 2026-11-06
First County Bank
DECREASED
Shares874 from 1,005
Change-131 (-13%)
Value$482.0K (-$34.2K)
Filed 2026-10-13
West Paces Advisors Inc.
INCREASED
Shares873 from 475
Change+398 (+84%)
Value$481.4K (+$237.4K)
Filed 2026-10-13
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares873 from 873
Change0 (0%)
Value$481.6K (+$33.4K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares870 from 896
Change-26 (-3%)
Value$479.8K (+$19.6K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares869 from 1,314
Change-445 (-34%)
Value$479.0K (-$195.9K)
Filed 2026-10-15
Cynosure Group, LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$478.7K (+$32.9K)
Filed 2026-11-03
Collaborative Capital Advisors LLC
DECREASED
Shares867 from 1,073
Change-206 (-19%)
Value$478.1K (-$73.0K)
Filed 2026-11-06
New England Research & Management, Inc.
INCREASED
Shares866 from 841
Change+25 (+3%)
Value$477.6K (+$45.6K)
Filed 2026-10-16
Watershed Private Wealth LLC
INCREASED
Shares864 from 455
Change+409 (+90%)
Value$476.5K (+$242.8K)
Filed 2026-10-30
Cordgrass Capital Advisors, LLC
DECREASED
Shares864 from 872
Change-8 (-1%)
Value$476.5K (+$28.6K)
Filed 2026-10-30
Malaga Cove Capital, LLC
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$476.5K (+$32.7K)
Filed 2026-10-23
Noesis Capital Mangement Corp
INCREASED
Shares863 from 853
Change+10 (+1%)
Value$476.1K (+$37.8K)
Filed 2026-10-26
Woodward Diversified Capital, LLC
DECREASED
Shares863 from 864
Change-1 (0%)
Value$475.9K (+$32.2K)
Filed 2026-10-21
Elevatus Welath Management
INCREASED
Shares862 from 816
Change+46 (+6%)
Value$475.1K (+$55.9K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares859 from 808
Change+51 (+6%)
Value$473.6K (+$58.8K)
Filed 2026-11-05
Turning Point Benefit Group, Inc.
DECREASED
Shares858 from 861
Change-3 (0%)
Value$471.9K (+$28.9K)
Filed 2026-10-28
Realta Investment Advisors
INCREASED
Shares855 from 799
Change+56 (+7%)
Value$471.5K (+$61.0K)
Filed 2026-10-14
Tanager Wealth Management LLP
INCREASED
Shares853 from 747
Change+106 (+14%)
Value$470.4K (+$86.7K)
Filed 2026-10-19
Greenup Street Wealth Management LLC
DECREASED
Shares852 from 4,688
Change-3,836 (-82%)
Value$470.0K (-$1.9M)
Filed 2026-10-28
True Private Wealth Advisors
INCREASED
Shares852 from 836
Change+16 (+2%)
Value$470.0K (+$40.5K)
Filed 2026-10-19
First Financial Group Corp
INCREASED
Shares851 from 829
Change+22 (+3%)
Value$469.4K (+$43.6K)
Filed 2026-10-22
Share Andrew L.
NEW
Shares850
Change+850
Value$468.8K
Filed 2026-11-06
Morton Capital Management LLC
DECREASED
Shares850 from 898
Change-48 (-5%)
Value$468.9K (+$7.7K)
Filed 2026-10-23
Financial Council, LLC
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$468.2K (+$32.2K)
Filed 2026-11-02
Tenet Wealth Partners, LLC
DECREASED
Shares847 from 877
Change-30 (-3%)
Value$467.1K (-$16.8K)
Filed 2026-10-19
Avity Investment Management Inc.
DECREASED
Shares840 from 875
Change-35 (-4%)
Value$463.2K (+$13.8K)
Filed 2026-10-09
Financial Management Professionals, Inc.
INCREASED
Shares839 from 825
Change+14 (+2%)
Value$462.5K (+$39.0K)
Filed 2026-10-23
Tannin Capital LLC
DECREASED
Shares837 from 1,131
Change-294 (-26%)
Value$461.6K (-$119.3K)
Filed 2026-11-05
Palatine Hill Wealth Management, LLC
INCREASED
Shares828 from 807
Change+21 (+3%)
Value$456.9K (+$42.2K)
Filed 2026-11-03
Jm2 Capital Inc.
DECREASED
Shares827 from 844
Change-17 (-2%)
Value$456.1K (+$22.6K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
INCREASED
Shares827 from 823
Change+4 (+0%)
Value$456.1K (+$33.4K)
Filed 2026-10-21
FAI Advisors, Inc.
DECREASED
Shares825 from 848
Change-23 (-3%)
Value$455.0K (+$19.4K)
Filed 2026-10-27
Baldwin Wealth Partners LLC
INCREASED
Shares825 from 821
Change+4 (+0%)
Value$455.0K (+$33.3K)
Filed 2026-10-13
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares825 from 824
Change+1 (+0%)
Value$454.9K (+$31.6K)
Filed 2026-10-07
Impact Investors, Inc
DECREASED
Shares822 from 1,356
Change-534 (-39%)
Value$453.4K (-$243.1K)
Filed 2026-11-02
Powers Advisory Group, LLC
INCREASED
Shares821 from 780
Change+41 (+5%)
Value$453.0K (+$52.1K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
INCREASED
Shares820 from 799
Change+21 (+3%)
Value$452.2K (+$41.8K)
Filed 2026-10-20
Falcon Wealth Planning
INCREASED
Shares818 from 769
Change+49 (+6%)
Value$451.2K (+$56.2K)
Filed 2026-11-06
Ballast, Inc.
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$451.1K (+$31.0K)
Filed 2026-10-20
Canandaigua National Trust Co of Florida
NEW
Shares815
Change+815
Value$449.4K
Filed 2026-10-07
DLK Investment Management, LLC
DECREASED
Shares815 from 945
Change-130 (-14%)
Value$449.5K (+$32.6K)
Filed 2026-10-09
BNB Wealth Management, LLC
DECREASED
Shares814 from 839
Change-25 (-3%)
Value$448.9K (+$18.2K)
Filed 2026-10-28
Oakmont Investment Advisors, Inc.
INCREASED
Shares814 from 799
Change+15 (+2%)
Value$449.9K (+$39.1K)
Filed 2026-10-21
American National Bank of Texas
INCREASED
Shares808 from 794
Change+14 (+2%)
Value$445.6K (+$37.8K)
Filed 2026-10-07
Nolet Wealth Management, LLC
INCREASED
Shares807 from 774
Change+33 (+4%)
Value$445.3K (+$47.5K)
Filed 2026-10-15
Cascade Investment Group, Inc.
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$445.0K (+$30.6K)
Filed 2026-10-13
Goodman Advisory Group, LLC
INCREASED
Shares806 from 773
Change+33 (+4%)
Value$444.5K (+$47.5K)
Filed 2026-11-02
Catalyst Private Wealth, LLC
INCREASED
Shares803 from 753
Change+50 (+7%)
Value$442.8K (+$56.1K)
Filed 2026-10-13
Level Wealth Management LLC
INCREASED
Shares801 from 741
Change+60 (+8%)
Value$441.7K (+$61.1K)
Filed 2026-10-23
Millennium Capital Advisors, LLC
UNCHANGED
Shares801 from 801
Change0 (0%)
Value$442.0K (+$30.4K)
Filed 2026-10-16
Vista Capital Partners, Inc.
INCREASED
Shares799 from 444
Change+355 (+80%)
Value$440.6K (+$212.6K)
Filed 2026-11-06
Paragon Private Wealth Management, LLC
DECREASED
Shares797 from 1,598
Change-801 (-50%)
Value$439.4K (-$381.4K)
Filed 2026-10-20
Abacus Planning Group, Inc.
INCREASED
Shares797 from 792
Change+5 (+1%)
Value$439.7K (+$32.7K)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED
Shares794 from 876
Change-82 (-9%)
Value$437.9K (-$12.0K)
Filed 2026-10-16
BCS Wealth Management
DECREASED
Shares794 from 854
Change-60 (-7%)
Value$437.9K (-$748)
Filed 2026-11-03
Creative Capital Management Investments LLC
INCREASED
Shares794 from 771
Change+23 (+3%)
Value$437.9K (+$41.9K)
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares793 from 692
Change+101 (+15%)
Value$437.3K (+$50.2K)
Filed 2026-10-30
AGH Wealth Advisors, LLC
DECREASED
Shares791 from 827
Change-36 (-4%)
Value$436.2K (+$11.5K)
Filed 2026-10-26
Braun-Bostich & Associates Inc.
INCREASED
Shares791 from 761
Change+30 (+4%)
Value$436.2K (+$45.4K)
Filed 2026-10-20
First Financial Corp
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$436.2K (+$30.0K)
Filed 2026-10-13
LifeWealth Investments, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$435.9K (+$30.1K)
Filed 2026-10-21
Wise Wealth Partners
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$435.1K (+$29.9K)
Filed 2026-10-14
Endeavor Private Wealth, Inc.
DECREASED
Shares788 from 803
Change-15 (-2%)
Value$434.6K (+$22.3K)
Filed 2026-11-05
Gemmer Asset Management LLC
INCREASED
Shares788 from 786
Change+2 (+0%)
Value$434.6K (+$30.9K)
Filed 2026-10-16
Hunter Associates Investment Management LLC
INCREASED
Shares787 from 777
Change+10 (+1%)
Value$434 (+$30)
Filed 2026-10-26
Hamel Associates, Inc.
DECREASED
Shares784 from 799
Change-15 (-2%)
Value$432.4K (+$22.0K)
Filed 2026-11-06
25 LLC
NEW
Shares783
Change+783
Value$431.8K
Filed 2026-10-13
Tactive Advisors, LLC
DECREASED
Shares781 from 810
Change-29 (-4%)
Value$430.6K (+$14.6K)
Filed 2026-10-08
Smith Shellnut Wilson LLC
INCREASED
Shares781 from 775
Change+6 (+1%)
Value$430.7K (+$32.7K)
Filed 2026-10-21
MBM Wealth Consultants, LLC
DECREASED
Shares780 from 791
Change-11 (-1%)
Value$430.1K (+$23.9K)
Filed 2026-10-20
Mayfair Advisory Group, LLC
DECREASED
Shares779 from 786
Change-7 (-1%)
Value$429.6K (+$5.4K)
Filed 2026-10-20
Absolute Capital Management, LLC
INCREASED
Shares778 from 487
Change+291 (+60%)
Value$429.1K (+$179.0K)
Filed 2026-10-16
Virtue Capital Management, LLC
DECREASED
Shares777 from 1,028
Change-251 (-24%)
Value$428.5K (-$99.5K)
Filed 2026-10-29
Secure Asset Management, LLC
INCREASED
Shares776 from 754
Change+22 (+3%)
Value$427.8K (+$40.3K)
Filed 2026-10-19
Quilter Plc
INCREASED
Shares775 from 639
Change+136 (+21%)
Value$427.4K (+$99.2K)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$427.4K (+$29.4K)
Filed 2026-10-23
MRA Advisory Group
DECREASED
Shares773 from 979
Change-206 (-21%)
Value$426.0K (-$76.7K)
Filed 2026-10-07
Henderson Brothers Financial Partners, LLC
INCREASED
Shares773 from 734
Change+39 (+5%)
Value$426.3K (+$49.3K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares765 from 754
Change+11 (+1%)
Value$422.3K (+$34.8K)
Filed 2026-11-02
BNC Wealth Management, LLC
DECREASED
Shares764 from 772
Change-8 (-1%)
Value$421.3K (+$24.8K)
Filed 2026-10-19
Warwick Investment Management, Inc.
INCREASED
Shares763 from 580
Change+183 (+32%)
Value$420.8K (+$122.9K)
Filed 2026-10-19
Centennial Wealth Advisory LLC
INCREASED
Shares763 from 740
Change+23 (+3%)
Value$421.9K (+$41.8K)
Filed 2026-10-16
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares762 from 730
Change+32 (+4%)
Value$420.2K (+$45.3K)
Filed 2026-11-06
Philip James Wealth Mangement, LLC
INCREASED
Shares761 from 638
Change+123 (+19%)
Value$419.8K (+$92.2K)
Filed 2026-10-27
Rare Wolf Capital LLC
INCREASED
Shares758 from 538
Change+220 (+41%)
Value$418.0K (+$141.7K)
Filed 2026-10-20
Kelleher Financial Advisors
DECREASED
Shares752 from 2,657
Change-1,905 (-72%)
Value$414.7K (-$949.9K)
Filed 2026-10-30
Tower View Wealth Management LLC
DECREASED
Shares752 from 788
Change-36 (-5%)
Value$414.8K (+$10.0K)
Filed 2026-10-23
Riversedge Advisors, LLC
INCREASED
Shares751 from 662
Change+89 (+13%)
Value$414.4K (+$74.2K)
Filed 2026-10-09
First Bancorp, Inc
DECREASED
Shares751 from 757
Change-6 (-1%)
Value$414.2K (+$25.4K)
Filed 2026-10-26
Merrion Investment Management Co, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$413.6K (+$28.4K)
Filed 2026-10-16
Clear Wave Wealth Management LLC
INCREASED
Shares749 from 618
Change+131 (+21%)
Value$413.1K (+$95.6K)
Filed 2026-11-04
Artemis Wealth Advisors, LLC
UNCHANGED
Shares748 from 748
Change0 (0%)
Value$412.5K (+$28.3K)
Filed 2026-11-05
Unify Financial Advisors
NEW
Shares746
Change+746
Value$411.5K
Filed 2026-11-03
Net Worth Advisory Group
DECREASED
Shares746 from 2,036
Change-1,290 (-63%)
Value$410.5K (-$635.1K)
Filed 2026-10-20
Jnba Financial Advisors
INCREASED
Shares746 from 663
Change+83 (+13%)
Value$411.4K (+$70.9K)
Filed 2026-11-03
Rainier Family Wealth Inc
INCREASED
Shares746 from 716
Change+30 (+4%)
Value$411.4K (+$43.7K)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares743 from 688
Change+55 (+8%)
Value$409.7K (+$56.3K)
Filed 2026-10-20
Bernardo Wealth Planning LLC
NEW
Shares736
Change+736
Value$405.9K
Filed 2026-10-23
Promethium Advisors,llc
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$404.8K (+$27.8K)
Filed 2026-10-19
Grandview Asset Management LLC
DECREASED
Shares732 from 1,027
Change-295 (-29%)
Value$403.7K (-$124.1K)
Filed 2026-10-19
Arbor Investment Advisors, LLC
DECREASED
Shares732 from 842
Change-110 (-13%)
Value$403.7K (-$28.8K)
Filed 2026-10-26
Adirondack Trust Co
INCREASED
Shares731 from 700
Change+31 (+4%)
Value$403.1K (+$43.6K)
Filed 2026-10-14
Berkshire Money Management, Inc.
NEW
Shares729
Change+729
Value$402.0K
Filed 2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$374.0K ($0)
Filed 2026-11-03
Integrated Capital Management, LLC
DECREASED
Shares726 from 774
Change-48 (-6%)
Value$400.5K (+$2.8K)
Filed 2026-10-23
OFS Enterprise LLC
INCREASED
Shares726 from 708
Change+18 (+3%)
Value$400.5K (+$36.8K)
Filed 2026-10-16
Oasis Advisors, LLC
NEW
Shares725
Change+725
Value$400.0K
Filed 2026-10-16
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares725 from 661
Change+64 (+10%)
Value$399.8K (+$60.3K)
Filed 2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares724 from 660
Change+64 (+10%)
Value$399.3K (+$60.3K)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares723 from 1,359
Change-636 (-47%)
Value$419.6K (-$278.5K)
Filed 2026-10-27
Able Financial Group, LLC
INCREASED
Shares720 from 561
Change+159 (+28%)
Value$397.1K (+$108.9K)
Filed 2026-10-14
Rayburn West Financial Services LLC
INCREASED
Shares719 from 569
Change+150 (+26%)
Value$396.5K (+$104.3K)
Filed 2026-11-03
DecisionMap Wealth Management, LLC
DECREASED
Shares718 from 719
Change-1 (0%)
Value$396.0K (+$26.7K)
Filed 2026-10-29
GGM Financial LLC
INCREASED
Shares717 from 589
Change+128 (+22%)
Value$395.3K (+$92.9K)
Filed 2026-11-05
Arbor Wealth Management Llc\az
DECREASED
Shares717 from 812
Change-95 (-12%)
Value$395.5K (-$21.8K)
Filed 2026-10-20
Kavar Capital Partners Group, LLC
DECREASED
Shares716 from 784
Change-68 (-9%)
Value$394.9K (-$7.8K)
Filed 2026-11-06
Cherrydale Wealth Management, LLC
UNCHANGED
Shares716 from 716
Change0 (0%)
Value$395.1K (+$27.1K)
Filed 2026-10-20
1900 Wealth Management LLC
INCREASED
Shares713 from 444
Change+269 (+61%)
Value$393.2K (+$165.2K)
Filed 2026-10-13
Valley National Advisers Inc
DECREASED
Shares711 from 712
Change-1 (0%)
Value$392.0K (+$26.5K)
Filed 2026-10-23
Trinity Financial Advisors LLC
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$392.2K (+$27.0K)
Filed 2026-10-09
LVM Capital Management LTD
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$391.5K (+$391.2K)
Filed 2026-10-20
Tamar Securities, LLC
DECREASED
Shares709 from 727
Change-18 (-2%)
Value$391.0K (+$17.6K)
Filed 2026-11-03
Carrera Capital Advisors
DECREASED
Shares705 from 817
Change-112 (-14%)
Value$388.6K (-$31.0K)
Filed 2026-11-03
Aspen Wealth Management LLC
INCREASED
Shares704 from 554
Change+150 (+27%)
Value$388.1K (+$103.8K)
Filed 2026-10-14
Element Pointe Advisors, LLC
INCREASED
Shares703 from 677
Change+26 (+4%)
Value$387.7K (+$40.0K)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares702
Change+702
Value$387.1K
Filed 2026-10-19
City State Bank
INCREASED
Shares700 from 659
Change+41 (+6%)
Value$386.0K (+$47.6K)
Filed 2026-10-20
RED Lighthouse Investment Management, LLC
INCREASED
Shares700 from 699
Change+1 (+0%)
Value$386.0K (+$27.0K)
Filed 2026-11-02
GuidedMoney, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$386.0K (+$26.5K)
Filed 2026-10-29
Hidden Cove Wealth Management, LLC
INCREASED
Shares694 from 632
Change+62 (+10%)
Value$382.7K (+$58.1K)
Filed 2026-10-19
Sigma Investment Counselors Inc
DECREASED
Shares693 from 712
Change-19 (-3%)
Value$382.0K (+$16.5K)
Filed 2026-10-27
Kaydan Wealth Management, Inc.
INCREASED
Shares691 from 678
Change+13 (+2%)
Value$381.1K (+$32.8K)
Filed 2026-10-08
Voisard Asset Management Group, Inc.
INCREASED
Shares690 from 582
Change+108 (+19%)
Value$380.5K (+$81.6K)
Filed 2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares689 from 683
Change+6 (+1%)
Value$380.0K (+$29.3K)
Filed 2026-10-29
Investment Planning Advisors, Inc.
INCREASED
Shares685 from 526
Change+159 (+30%)
Value$377.5K (+$107.4K)
Filed 2026-10-14
ProCore Advisors, LLC
INCREASED
Shares684 from 587
Change+97 (+17%)
Value$377.1K (+$75.7K)
Filed 2026-10-14
Miller Global Investments, LLC
INCREASED
Shares682 from 565
Change+117 (+21%)
Value$376.1K (+$85.9K)
Filed 2026-10-02
Luts & Greenleigh Group, Inc.
INCREASED
Shares678 from 673
Change+5 (+1%)
Value$374.0K (+$28.3K)
Filed 2026-11-05
Titleist Asset Management, LLC
INCREASED
Shares677 from 515
Change+162 (+31%)
Value$373.5K (+$108.9K)
Filed 2026-10-08
Yoder Wealth Management, Inc.
DECREASED
Shares677 from 682
Change-5 (-1%)
Value$373.3K (+$23.1K)
Filed 2026-10-13
Woodstock Corp
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$373.3K (+$25.6K)
Filed 2026-10-13
Leslie Global Wealth, LLC
INCREASED
Shares675 from 672
Change+3 (+0%)
Value$372.2K (+$27.1K)
Filed 2026-10-26
Dala Group, LLC
DECREASED
Shares672 from 833
Change-161 (-19%)
Value$370.7K (-$57.3K)
Filed 2026-10-29
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$371 (-$344.6K)
Filed 2026-11-05
Wagner Wealth Management, LLC
DECREASED
Shares671 from 680
Change-9 (-1%)
Value$369.8K (+$20.4K)
Filed 2026-10-21
RHS Financial, LLC
INCREASED
Shares670 from 443
Change+227 (+51%)
Value$369.5K (+$142.0K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
DECREASED
Shares669 from 680
Change-11 (-2%)
Value$378.9K (+$23.8K)
Filed 2026-10-09
Norway Savings Bank
DECREASED
Shares669 from 679
Change-10 (-1%)
Value$368.9K (+$20.2K)
Filed 2026-10-20
Acima Private Wealth, LLC
DECREASED
Shares668 from 734
Change-66 (-9%)
Value$368.4K (-$8.6K)
Filed 2026-10-05
Berman McAleer LLC
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$368.4K (+$25.3K)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares667 from 438
Change+229 (+52%)
Value$367.6K (+$142.6K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares667 from 755
Change-88 (-12%)
Value$367.7K (-$19.9K)
Filed 2026-10-22
Hickory Point Bank & Trust
INCREASED
Shares666 from 646
Change+20 (+3%)
Value$367.3K (+$35.5K)
Filed 2026-10-01
Seelaus Asset Management LLC
NEW
Shares665
Change+665
Value$366.7K
Filed 2026-10-14
MFA Wealth Services
INCREASED
Shares664 from 660
Change+4 (+1%)
Value$366.3K (+$27.6K)
Filed 2026-10-14
Opus Capital Group, LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$365 (-$339.6K)
Filed 2026-10-30
Independent Wealth Network Inc.
DECREASED
Shares661 from 770
Change-109 (-14%)
Value$364.5K (-$31.0K)
Filed 2026-10-19
Echo45 Advisors LLC
INCREASED
Shares660 from 655
Change+5 (+1%)
Value$363.8K (+$27.2K)
Filed 2026-10-07
Targeted Financial Services LLC
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$361.2K (+$24.8K)
Filed 2026-10-19
Hill Island Financial LLC
INCREASED
Shares653 from 486
Change+167 (+34%)
Value$360.1K (+$110.5K)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$358.8K (+$24.6K)
Filed 2026-11-05
Waters Parkerson & Co., LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$358.5K (+$24.6K)
Filed 2026-11-04
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares649 from 652
Change-3 (0%)
Value$357.9K (+$23.0K)
Filed 2026-10-29
Sutton Place Investors LLC
INCREASED
Shares648 from 610
Change+38 (+6%)
Value$357.4K (+$44.1K)
Filed 2026-10-20
Oregon Pacific Wealth Management, LLC
DECREASED
Shares646 from 707
Change-61 (-9%)
Value$356.3K (-$6.9K)
Filed 2026-10-20
SFE Investment Counsel
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$354.6K (+$24.4K)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares642 from 73
Change+569 (+779%)
Value$354.1K (+$316.3K)
Filed 2026-10-16
State of Wyoming
DECREASED
Shares635 from 3,394
Change-2,759 (-81%)
Value$350.2K (-$1.4M)
Filed 2026-10-28
Hibernia Wealth Partners, LLC
INCREASED
Shares635 from 584
Change+51 (+9%)
Value$350.4K (+$50.4K)
Filed 2026-10-29
Franklin Street Advisors Inc
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$350.2K (+$24.0K)
Filed 2026-10-13
Sage Investment Counsel LLC
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$350.3K (+$24.1K)
Filed 2026-10-26
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares634 from 539
Change+95 (+18%)
Value$349.6K (+$72.8K)
Filed 2026-10-22
Commons Capital, LLC
INCREASED
Shares632 from 537
Change+95 (+18%)
Value$348.5K (+$72.7K)
Filed 2026-11-05
WealthBridge Investment Counsel Inc.
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$349 (+$24)
Filed 2026-10-13
Catalyst Capital Advisors LLC
DECREASED
Shares631 from 1,099
Change-468 (-43%)
Value$348.0K (-$216.5K)
Filed 2026-11-02
PFG Private Wealth Management, LLC
INCREASED
Shares630 from 525
Change+105 (+20%)
Value$347.4K (+$77.8K)
Filed 2026-10-15
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares630 from 650
Change-20 (-3%)
Value$347.4K (+$13.6K)
Filed 2026-10-19
Huntleigh Advisors, Inc.
INCREASED
Shares628 from 588
Change+40 (+7%)
Value$346.4K (+$44.3K)
Filed 2026-11-03
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$346.5K (+$24.0K)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
DECREASED
Shares627 from 642
Change-15 (-2%)
Value$345.8K (+$15.9K)
Filed 2026-10-13
Quartz Partners, LLC
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$345.5K (+$23.7K)
Filed 2026-11-03
Financial Security Advisor, Inc.
INCREASED
Shares626 from 432
Change+194 (+45%)
Value$345.0K (+$123.3K)
Filed 2026-11-03
Richard P Slaughter Associates Inc
INCREASED
Shares623 from 520
Change+103 (+20%)
Value$343.3K (+$76.3K)
Filed 2026-10-13
Accel Wealth Management
DECREASED
Shares623 from 638
Change-15 (-2%)
Value$343.6K (+$15.9K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED
Shares622 from 751
Change-129 (-17%)
Value$343.0K (-$42.7K)
Filed 2026-10-13
Acorn Creek Capital LLC
INCREASED
Shares621 from 596
Change+25 (+4%)
Value$342.5K (+$36.4K)
Filed 2026-11-05
GFS Advisors, LLC
INCREASED
Shares620 from 134
Change+486 (+363%)
Value$342.0K (+$23.6K)
Filed 2026-11-03
Summit Securities Group LLC
INCREASED
Shares620 from 188
Change+432 (+230%)
Value$341.9K (+$245.4K)
Filed 2026-11-05
Atlas Wealth Partners, LLC
DECREASED
Shares620 from 626
Change-6 (-1%)
Value$341.9K (+$20.4K)
Filed 2026-11-03
IFG Advisors, LLC
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$341.1K (+$23.4K)
Filed 2026-10-15
GSG Advisors LLC
DECREASED
Shares618 from 749
Change-131 (-17%)
Value$340.8K (-$43.9K)
Filed 2026-11-03
180 GPS Investments IC Ltd
NEW
Shares617
Change+617
Value$340.3K
Filed 2026-11-06
TruNorth Capital Management, LLC
INCREASED
Shares617 from 467
Change+150 (+32%)
Value$340.3K (+$100.4K)
Filed 2026-10-14
Vaughan David Investments LLC
INCREASED
Shares615 from 532
Change+83 (+16%)
Value$339 (-$272.7K)
Filed 2026-11-05
LEE Danner & Bass Inc
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$339.2K (+$23.3K)
Filed 2026-10-27
Gilman Hill Asset Management, LLC
DECREASED
Shares614 from 706
Change-92 (-13%)
Value$338.4K (-$24.0K)
Filed 2026-10-13
First Growth Capital LLC
INCREASED
Shares614 from 539
Change+75 (+14%)
Value$338.3K (+$61.8K)
Filed 2026-10-15
Ellsworth Advisors, LLC
INCREASED
Shares612 from 467
Change+145 (+31%)
Value$337.3K (+$87.3K)
Filed 2026-10-15
Greatmark Investment Partners, Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$336.9K (+$23.1K)
Filed 2026-10-28
Heartwood Wealth Advisors LLC
INCREASED
Shares608 from 466
Change+142 (+30%)
Value$335.3K (+$96.0K)
Filed 2026-10-05
Oak Harvest Investment Services
INCREASED
Shares608 from 595
Change+13 (+2%)
Value$335.6K (+$30.0K)
Filed 2026-10-20
Barings LLC
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$334.2K (+$22.9K)
Filed 2026-10-22
Eagle Strategies LLC
DECREASED
Shares604 from 618
Change-14 (-2%)
Value$332.9K (+$15.4K)
Filed 2026-10-16
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$333.1K (+$22.9K)
Filed 2026-10-29
Vicus Capital
DECREASED
Shares602 from 1,015
Change-413 (-41%)
Value$331.9K (-$189.5K)
Filed 2026-11-05
Fusion Family Wealth, LLC
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$332.0K (+$22.8K)
Filed 2026-11-02
Steinberganna Wealth Management
DECREASED
Shares601 from 625
Change-24 (-4%)
Value$331.3K (+$10.3K)
Filed 2026-10-23
Foronjy Financial LLC
NEW
Shares600
Change+600
Value$331.1K
Filed 2026-10-14
Ted Buchan & Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$330.9K (+$22.7K)
Filed 2026-10-23
Vigilare Wealth Management
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$330.9K (+$22.7K)
Filed 2026-10-29
Consolidated Capital Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$330.9K (+$22.7K)
Filed 2026-10-13
Parkway Wealth Management Group, LLC
INCREASED
Shares599 from 566
Change+33 (+6%)
Value$330.3K (+$39.6K)
Filed 2026-10-20
Clarity Wealth Development LLC
DECREASED
Shares596 from 986
Change-390 (-40%)
Value$328.9K (-$177.3K)
Filed 2026-10-22
Greenwood Gearhart LLC
DECREASED
Shares595 from 598
Change-3 (0%)
Value$328.1K (+$21.0K)
Filed 2026-11-02
Genesee Capital Advisors, LLC
INCREASED
Shares594 from 593
Change+1 (+0%)
Value$327.5K (+$22.9K)
Filed 2026-10-20
Fifth Third Securities, Inc.
NEW
Shares592
Change+592
Value$326.6K
Filed 2026-10-21
Weaver Consulting Group
INCREASED
Shares592 from 540
Change+52 (+10%)
Value$326.7K (+$49.3K)
Filed 2026-10-07
Financial Enhancement Group LLC
INCREASED
Shares592 from 587
Change+5 (+1%)
Value$337.5K (+$36.0K)
Filed 2026-10-08
Sherman Asset Management, Inc.
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$326.4K (+$22.4K)
Filed 2026-11-05
Maltin Wealth Management, Inc.
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$326.0K (+$22.5K)
Filed 2026-10-13
SJS Investment Consulting Inc.
INCREASED
Shares590 from 544
Change+46 (+8%)
Value$325.4K (+$46.0K)
Filed 2026-10-26
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares589 from 574
Change+15 (+3%)
Value$324.8K (+$30.0K)
Filed 2026-10-26
Wealthcare Capital Partners, LLC
UNCHANGED
Shares587 from 587
Change0 (0%)
Value$323.8K (+$22.3K)
Filed 2026-10-21
Atlatl Advisers LLC
INCREASED
Shares586 from 570
Change+16 (+3%)
Value$323.2K (+$30.4K)
Filed 2026-10-22
Arlington Trust Co LLC
INCREASED
Shares585 from 479
Change+106 (+22%)
Value$322.6K (+$76.6K)
Filed 2026-10-20
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares584 from 624
Change-40 (-6%)
Value$322.0K (+$1.5K)
Filed 2026-11-04
Townsend & Associates, Inc
DECREASED
Shares582 from 981
Change-399 (-41%)
Value$359.1K (-$177.9K)
Filed 2026-10-23
Centurion Wealth Management LLC
DECREASED
Shares582 from 657
Change-75 (-11%)
Value$320.7K (-$16.9K)
Filed 2026-10-13
Financial Planning Hawaii, Inc.
INCREASED
Shares581 from 551
Change+30 (+5%)
Value$320.4K (+$37.4K)
Filed 2026-10-13
Cahaba Wealth Management, Inc.
INCREASED
Shares578 from 519
Change+59 (+11%)
Value$318.7K (+$52.3K)
Filed 2026-10-26
Alchemi Wealth, LLC
INCREASED
Shares578 from 567
Change+11 (+2%)
Value$318.8K (+$27.5K)
Filed 2026-11-04
Legacy Wealth Partners, LLC
DECREASED
Shares578 from 584
Change-6 (-1%)
Value$318.8K (+$18.8K)
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
INCREASED
Shares571 from 546
Change+25 (+5%)
Value$314.7K (+$34.6K)
Filed 2026-11-03
Center For Asset Management LLC
NEW
Shares570
Change+570
Value$314.3K
Filed 2026-10-16
Members Wealth LLC
INCREASED
Shares570 from 540
Change+30 (+6%)
Value$324.8K (+$47.6K)
Filed 2026-10-20
Green Ridge Wealth Planning LLC
DECREASED
Shares569 from 573
Change-4 (-1%)
Value$313.8K (+$19.5K)
Filed 2026-10-08
Flavin Financial Services, Inc.
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$313.9K (+$21.6K)
Filed 2026-10-21
Wiregrass Investment Management LLC
DECREASED
Shares568 from 4,620
Change-4,052 (-88%)
Value$313.3K (-$2.1M)
Filed 2026-11-05
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares568 from 470
Change+98 (+21%)
Value$313.1K (+$71.5K)
Filed 2026-10-13
Axiom Investment Management LLC
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$312.7K (+$21.5K)
Filed 2026-11-03
Sentinel Advisory Group, LLC
INCREASED
Shares566 from 526
Change+40 (+8%)
Value$312.1K (+$42.0K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares565 from 489
Change+76 (+16%)
Value$311.6K (+$60.4K)
Filed 2026-10-14
Legacy Bridge, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$311.6K (+$21.4K)
Filed 2026-10-28
Eagle Bay Advisors LLC
NEW
Shares563
Change+563
Value$310.5K
Filed 2026-10-16
Veratis Advisors, Inc.
INCREASED
Shares563 from 473
Change+90 (+19%)
Value$310.5K (+$67.5K)
Filed 2026-11-03
Yankcom Partnership
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$307.7K (+$21.1K)
Filed 2026-10-15
Fonville Wealth Management LLC
INCREASED
Shares554 from 396
Change+158 (+40%)
Value$305.5K (+$102.1K)
Filed 2026-10-28
Tandem Capital Management Corp
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$305.5K (+$21.0K)
Filed 2026-10-22
Hanson & Doremus Investment Management
INCREASED
Shares553 from 488
Change+65 (+13%)
Value$305 (-$250.7K)
Filed 2026-10-16
Evolution Wealth Advisors, LLC
INCREASED
Shares552 from 440
Change+112 (+25%)
Value$304.5K (+$78.5K)
Filed 2026-11-03
Wiser Wealth Management, Inc
INCREASED
Shares552 from 476
Change+76 (+16%)
Value$304.4K (+$59.9K)
Filed 2026-10-14
Financial Advisory Partners, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$303.3K (+$20.8K)
Filed 2026-10-23
GoalVest Advisory LLC
DECREASED
Shares549 from 767
Change-218 (-28%)
Value$302.8K (-$91.2K)
Filed 2026-10-02
Pathway Financial Advisers, LLC
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$302.3K (+$21.0K)
Filed 2026-10-27
Fidelity D & D Bancorp Inc
UNCHANGED
Shares546 from 546
Change0 (0%)
Value$301.1K (+$20.7K)
Filed 2026-11-05
Beacon Financial Advisory LLC
INCREASED
Shares545 from 412
Change+133 (+32%)
Value$300.3K (+$88.9K)
Filed 2026-10-16
Selective Wealth Management, Inc.
NEW
Shares544
Change+544
Value$335.1K
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$300.0K (+$20.6K)
Filed 2026-11-02
Lifelong Wealth Advisors, Inc.
INCREASED
Shares543 from 528
Change+15 (+3%)
Value$299.4K (+$28.3K)
Filed 2026-10-19
Blue Zone Wealth Advisors, LLC
DECREASED
Shares543 from 550
Change-7 (-1%)
Value$299.4K (+$17.0K)
Filed 2026-10-19
Channel Wealth LLC
INCREASED
Shares541 from 511
Change+30 (+6%)
Value$298.3K (+$35.9K)
Filed 2026-11-06
Rothwell Investment Advisors, LLC
NEW
Shares540
Change+540
Value$298.0K
Filed 2026-11-06
Simplify Asset Management Inc.
DECREASED
Shares540 from 1,577
Change-1,037 (-66%)
Value$297.8K (-$512.2K)
Filed 2026-10-27
BancFirst Trust & Investment Management
DECREASED
Shares540 from 839
Change-299 (-36%)
Value$304.3K (-$123.3K)
Filed 2026-10-30
Abound Wealth Management
INCREASED
Shares540 from 461
Change+79 (+17%)
Value$298.0K (+$61.0K)
Filed 2026-10-26
Uptick Partners, LLC
INCREASED
Shares540 from 474
Change+66 (+14%)
Value$298.0K (+$54.4K)
Filed 2026-11-04
Athena Wealth Management, LLC
INCREASED
Shares540 from 514
Change+26 (+5%)
Value$298.1K (+$33.9K)
Filed 2026-10-09
Sentinel Trust Co LBA
DECREASED
Shares539 from 1,124
Change-585 (-52%)
Value$297 (-$280)
Filed 2026-11-03
Lodestone Wealth Management LLC
INCREASED
Shares539 from 512
Change+27 (+5%)
Value$297.4K (+$34.7K)
Filed 2026-10-14
AJ Advisors, LLC
INCREASED
Shares537 from 531
Change+6 (+1%)
Value$296.0K (+$23.3K)
Filed 2026-10-29
Livet Wealth, LLC
DECREASED
Shares536 from 598
Change-62 (-10%)
Value$295.6K (-$11.5K)
Filed 2026-10-27
ERn Financial, LLC
INCREASED
Shares536 from 533
Change+3 (+1%)
Value$295.5K (+$21.8K)
Filed 2026-10-28
High Note Wealth, LLC
INCREASED
Shares532 from 449
Change+83 (+18%)
Value$293.4K (+$62.8K)
Filed 2026-10-27
Tennessee Valley Asset Management Partners
DECREASED
Shares532 from 608
Change-76 (-12%)
Value$293.1K (-$19.0K)
Filed 2026-11-03
Meyer Handelman Co
INCREASED
Shares532 from 487
Change+45 (+9%)
Value$293.4K (+$43.3K)
Filed 2026-10-28
Palisade Asset Management, LLC
DECREASED
Shares529 from 553
Change-24 (-4%)
Value$291.7K (+$7.7K)
Filed 2026-11-03
Instrumental Wealth, LLC
INCREASED
Shares528 from 488
Change+40 (+8%)
Value$291.3K (+$40.8K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
DECREASED
Shares528 from 533
Change-5 (-1%)
Value$291.2K (+$17.4K)
Filed 2026-10-28
Portfolio Design Labs, LLC
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$290.6K (+$20.0K)
Filed 2026-11-04
Phoenix Wealth Advisors
UNCHANGED
Shares527 from 527
Change0 (0%)
Value$290.7K (+$20.0K)
Filed 2026-11-03
Skylands Capital, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$289.5K (+$19.9K)
Filed 2026-10-21
Verity & Verity, LLC
DECREASED
Shares522 from 1,042
Change-520 (-50%)
Value$287.9K (-$247.3K)
Filed 2026-10-23
Flynn Zito Capital Management, LLC
INCREASED
Shares522 from 481
Change+41 (+9%)
Value$287.6K (+$40.8K)
Filed 2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED
Shares522 from 505
Change+17 (+3%)
Value$287.9K (+$28.5K)
Filed 2026-10-20
Valued Retirements, Inc.
UNCHANGED
Shares522 from 522
Change0 (0%)
Value$287.9K (+$19.8K)
Filed 2026-11-06
BridgePort Financial Solutions, LLC
INCREASED
Shares521 from 442
Change+79 (+18%)
Value$287.1K (+$60.3K)
Filed 2026-11-02
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares520 from 414
Change+106 (+26%)
Value$286.8K (+$74.1K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
INCREASED
Shares520 from 501
Change+19 (+4%)
Value$286.8K (+$29.5K)
Filed 2026-10-13
Endowment Wealth Management, Inc.
DECREASED
Shares519 from 593
Change-74 (-12%)
Value$286.4K (-$18.2K)
Filed 2026-11-03
Nautilus Advisors LLC
DECREASED
Shares519 from 523
Change-4 (-1%)
Value$286.4K (+$10.8K)
Filed 2026-10-07
Coyle Financial Counsel LLC
INCREASED
Shares518 from 486
Change+32 (+7%)
Value$285.8K (+$36.1K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$285.7K (+$19.6K)
Filed 2026-10-16
Warburton Capital Management, LLC
INCREASED
Shares517 from 437
Change+80 (+18%)
Value$334.8K (+$110.8K)
Filed 2026-11-06
Atlas Private Wealth Advisors
DECREASED
Shares515 from 557
Change-42 (-8%)
Value$284.0K (-$2.1K)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares514 from 1,740
Change-1,226 (-70%)
Value$283.9K (-$611.0K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares513 from 495
Change+18 (+4%)
Value$282.9K (+$28.7K)
Filed 2026-10-29
Fermata Advisors, LLC
INCREASED
Shares513 from 497
Change+16 (+3%)
Value$282.7K (+$27.3K)
Filed 2026-10-13
Todd Wealth Management, LLC
DECREASED
Shares512 from 515
Change-3 (-1%)
Value$282.3K (+$17.9K)
Filed 2026-10-19
Gradient Investments LLC
NEW
Shares511
Change+511
Value$281.7K
Filed 2026-10-08
Lighthouse Financial LLC
NEW
Shares510
Change+510
Value$281.3K
Filed 2026-10-23
Register Financial Advisors LLC
INCREASED
Shares510 from 505
Change+5 (+1%)
Value$281.3K (+$21.9K)
Filed 2026-10-23
Advus Financial Partners, LLC
NEW
Shares509
Change+509
Value$280.6K
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$261.8K ($0)
Filed 2026-10-26
Global Strategic Investment Solutions, LLC
INCREASED
Shares508 from 489
Change+19 (+4%)
Value$280.1K (+$29.0K)
Filed 2026-10-16
Advisor Resource Council
DECREASED
Shares508 from 513
Change-5 (-1%)
Value$286.8K (+$13.3K)
Filed 2026-11-05
Landmark Wealth Management, LLC
DECREASED
Shares506 from 515
Change-9 (-2%)
Value$279.1K (+$14.6K)
Filed 2026-11-03
Trust Co of Kansas
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$278 (-$258.7K)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares502 from 1,694
Change-1,192 (-70%)
Value$277 (-$868.7K)
Filed 2026-11-02
Legacy Financial Strategies, LLC
DECREASED
Shares502 from 526
Change-24 (-5%)
Value$276.7K (+$6.7K)
Filed 2026-10-15
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares501 from 494
Change+7 (+1%)
Value$276.5K (+$23.0K)
Filed 2026-10-09
First Hawaiian Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$275.7K (+$18.9K)
Filed 2026-10-14
Trust Co
DECREASED
Shares498 from 500
Change-2 (0%)
Value$274.6K (+$17.8K)
Filed 2026-10-09
LS Investment Advisors, LLC
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$274.6K (+$18.9K)
Filed 2026-10-13
Dmkc Advisory Services, LLC
DECREASED
Shares496 from 901
Change-405 (-45%)
Value$273.5K (-$189.2K)
Filed 2026-11-04
Etesian Wealth Advisors, Inc.
DECREASED
Shares496 from 524
Change-28 (-5%)
Value$273.5K (+$4.4K)
Filed 2026-10-27
Elco Management Co., LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$273.0K (+$18.7K)
Filed 2026-10-14
DWR Wealth Management, LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$279.0K (+$26.7K)
Filed 2026-10-13
Washington Trust Advisors, Inc.
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$273.0K (+$18.7K)
Filed 2026-10-22
Counterpoint Mutual Funds LLC
DECREASED
Shares494 from 1,136
Change-642 (-57%)
Value$272.4K (-$311.0K)
Filed 2026-10-16
Elser Financial Planning, Inc
INCREASED
Shares494 from 463
Change+31 (+7%)
Value$272.4K (+$34.6K)
Filed 2026-10-16
Citizens National Bank Trust Department
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$272.4K (+$18.7K)
Filed 2026-11-04
ANB Bank
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$271.9K (+$18.7K)
Filed 2026-10-09
Shakespeare Wealth Management, LLC
INCREASED
Shares492 from 474
Change+18 (+4%)
Value$271.3K (+$27.9K)
Filed 2026-10-28
SeedSafe Financial LLC
INCREASED
Shares491 from 490
Change+1 (+0%)
Value$270.8K (+$19.1K)
Filed 2026-11-02
Hartford Financial Management Inc.
DECREASED
Shares490 from 528
Change-38 (-7%)
Value$270.2K (-$960)
Filed 2026-10-21
Founders Capital Management
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$270.2K (+$18.6K)
Filed 2026-10-13
Wolverine Asset Management LLC
INCREASED
Shares488 from 26
Change+462 (+1777%)
Value$269.1K (+$255.8K)
Filed 2026-11-02
Zinnia Wealth Advisory, LLC
INCREASED
Shares488 from 458
Change+30 (+7%)
Value$269.1K (+$33.9K)
Filed 2026-11-06
J. Derek Lewis & Associates Inc.
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$269.3K (+$18.6K)
Filed 2026-11-03
Burr Financial Services, LLC
UNCHANGED
Shares488 from 488
Change0 (0%)
Value$269.1K (+$18.5K)
Filed 2026-10-08
Tenzing Financial LLC
INCREASED
Shares485 from 476
Change+9 (+2%)
Value$299.0K (+$45.2K)
Filed 2026-11-03
Worth Asset Management, LLC
NEW
Shares484
Change+484
Value$266.9K
Filed 2026-10-07
Braeburn Wealth Management LLC
INCREASED
Shares484 from 479
Change+5 (+1%)
Value$266.9K (+$20.9K)
Filed 2026-10-15
Postrock Partners LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$266.9K (+$18.3K)
Filed 2026-11-02
Chemung Canal Trust Co
DECREASED
Shares482 from 487
Change-5 (-1%)
Value$265.8K (+$15.7K)
Filed 2026-11-04
RBA Wealth Management, LLC
NEW
Shares480
Change+480
Value$264.7K
Filed 2026-10-28
SilverOak Wealth Management LLC
DECREASED
Shares480 from 500
Change-20 (-4%)
Value$264.7K (+$7.9K)
Filed 2026-10-29
Northstar Asset Management Co
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$298.9K (+$39.8K)
Filed 2026-10-22
TSA Wealth Managment LLC
DECREASED
Shares479 from 488
Change-9 (-2%)
Value$264.2K (+$13.5K)
Filed 2026-10-22
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$262.8K (+$18.1K)
Filed 2026-10-08
Paragon Advisors, LLC
NEW
Shares474
Change+474
Value$261.5K
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares474 from 820
Change-346 (-42%)
Value$261.3K (-$159.7K)
Filed 2026-10-28
Financial Partners Group, Inc
DECREASED
Shares474 from 510
Change-36 (-7%)
Value$261.4K (-$621)
Filed 2026-10-19
Capital Investment Counsel, Inc
DECREASED
Shares474 from 484
Change-10 (-2%)
Value$261.4K (+$12.8K)
Filed 2026-10-20
W.G. Shaheen & Associates DBA Whitney & Co
NEW
Shares472
Change+472
Value$260.0K
Filed 2026-11-03
Intergy Private Wealth, LLC
INCREASED
Shares472 from 401
Change+71 (+18%)
Value$260.3K (+$54.3K)
Filed 2026-10-16
Gibson Capital, LLC
DECREASED
Shares471 from 475
Change-4 (-1%)
Value$259.7K (+$15.9K)
Filed 2026-10-23
Burkett Asset Management Ltd
DECREASED
Shares470 from 565
Change-95 (-17%)
Value$259.2K (-$31.0K)
Filed 2026-10-13
Altar Rock LLC
DECREASED
Shares470 from 474
Change-4 (-1%)
Value$277.3K (+$33.9K)
Filed 2026-11-06
Financial Symmetry Inc
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$259.2K (+$17.8K)
Filed 2026-10-06
Meriwether Wealth & Planning, LLC
DECREASED
Shares469 from 511
Change-42 (-8%)
Value$258.6K (-$3.8K)
Filed 2026-10-13
Sun Group Wealth Partners
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$257.0K (+$17.6K)
Filed 2026-10-26
Long Road Investment Counsel, LLC
DECREASED
Shares465 from 665
Change-200 (-30%)
Value$256.4K (-$85.1K)
Filed 2026-11-04
Cypress Capital, LLC
INCREASED
Shares465 from 452
Change+13 (+3%)
Value$256.4K (+$24.3K)
Filed 2026-10-20
David J Yvars Group
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$256.3K (+$17.7K)
Filed 2026-10-09
Mattern Wealth Management LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$256.4K (+$17.6K)
Filed 2026-11-04
LJI Wealth Management, LLC
DECREASED
Shares464 from 555
Change-91 (-16%)
Value$255.9K (-$29.1K)
Filed 2026-10-28
William Mack & Associates, Inc.
INCREASED
Shares464 from 450
Change+14 (+3%)
Value$255.9K (+$24.8K)
Filed 2026-10-27
Sierra Ocean, LLC
INCREASED
Shares464 from 455
Change+9 (+2%)
Value$256.1K (+$22.2K)
Filed 2026-11-03
Carl P. Sherr & Co., LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$255.3K (+$17.5K)
Filed 2026-11-06
Boston Common Asset Management, LLC
UNCHANGED
Shares463 from 463
Change0 (0%)
Value$255.3K (+$17.5K)
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares462 from 253
Change+209 (+83%)
Value$254.5K (+$124.3K)
Filed 2026-10-15
Allegheny Financial Group
DECREASED
Shares460 from 546
Change-86 (-16%)
Value$254.1K (-$26.7K)
Filed 2026-11-05
Rose Capital Advisors LLC
NEW
Shares459
Change+459
Value$253.7K
Filed 2026-11-04
Ethos Capital Management, Inc.
DECREASED
Shares457 from 782
Change-325 (-42%)
Value$252.1K (-$149.5K)
Filed 2026-11-03
Cogent Private Wealth, Inc.
INCREASED
Shares457 from 421
Change+36 (+9%)
Value$252.1K (+$35.8K)
Filed 2026-11-06
Reap Financial Group, LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$252.0K (+$17.3K)
Filed 2026-11-02
Wealth Effects LLC
INCREASED
Shares454 from 448
Change+6 (+1%)
Value$250.4K (+$20.3K)
Filed 2026-10-23
Avid Wealth Partners LLC
INCREASED
Shares453 from 432
Change+21 (+5%)
Value$249.8K (+$27.9K)
Filed 2026-11-03
Stewardship Advisors, LLC
INCREASED
Shares453 from 441
Change+12 (+3%)
Value$249.8K (+$23.3K)
Filed 2026-10-20
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares452 from 446
Change+6 (+1%)
Value$249.3K (+$20.2K)
Filed 2026-10-06
Vision Financial Markets LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$248.7K (+$17.1K)
Filed 2026-10-22
B.A. Schrock Wealth Management, Inc.
NEW
Shares450
Change+450
Value$247.6K
Filed 2026-10-15
Prevail Innovative Wealth Advisors, LLC
NEW
Shares448
Change+448
Value$255.4K
Filed 2026-10-20
GFG Capital, LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$246.5K (+$16.9K)
Filed 2026-10-16
Planned Solutions, Inc.
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$246.5K (+$16.9K)
Filed 2026-10-19
Investment Partners, Ltd.
NEW
Shares446
Change+446
Value$245.9K
Filed 2026-10-29
Mirador Capital Partners LP
DECREASED
Shares445 from 457
Change-12 (-3%)
Value$245.7K (+$10.9K)
Filed 2026-10-09
Encompass More Asset Management
DECREASED
Shares444 from 562
Change-118 (-21%)
Value$245.1K (-$43.6K)
Filed 2026-10-16
Garner Asset Management Corp
DECREASED
Shares443 from 460
Change-17 (-4%)
Value$271.9K (+$35.6K)
Filed 2026-10-30
Cornerstone Planning Group LLC
INCREASED
Shares443 from 436
Change+7 (+2%)
Value$261.1K (+$29.2K)
Filed 2026-10-16
Harbor Group, Inc.
INCREASED
Shares442 from 441
Change+1 (+0%)
Value$243.8K (+$17.1K)
Filed 2026-10-14
Smith Chas P & Associates PA Cpas
DECREASED
Shares440 from 620
Change-180 (-29%)
Value$271.8K (-$46.7K)
Filed 2026-10-22
Stone House Investment Management, LLC
INCREASED
Shares439 from 429
Change+10 (+2%)
Value$242.1K (+$21.8K)
Filed 2026-10-23
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$241.5K (+$16.6K)
Filed 2026-10-27
Kitching Partners, LLC
NEW
Shares436
Change+436
Value$240.4K
Filed 2026-11-02
Advisortrust Partners, LLC
DECREASED
Shares436 from 448
Change-12 (-3%)
Value$240.3K (+$10.2K)
Filed 2026-11-02
Brooklyn FI, LLC
INCREASED
Shares435 from 79
Change+356 (+451%)
Value$292.6K (+$250.6K)
Filed 2026-11-05
Avalon Capital Management
INCREASED
Shares435 from 429
Change+6 (+1%)
Value$239.9K (+$19.6K)
Filed 2026-11-04
Fairscale Capital, LLC
INCREASED
Shares434 from 406
Change+28 (+7%)
Value$276.9K (+$68.4K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$239.7K (+$16.8K)
Filed 2026-11-02
Schneider Downs Wealth Management Advisors, LP
NEW
Shares433
Change+433
Value$238.8K
Filed 2026-10-27
Seven Hills Financial, LLC
NEW
Shares432
Change+432
Value$238.1K
Filed 2026-10-13
Vaquero Private Wealth, LTD
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$238.2K (+$16.4K)
Filed 2026-10-27
Waystone Advisors LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$221.9K ($0)
Filed 2026-10-16
Obsidian CIO, LLC
INCREASED
Shares431 from 373
Change+58 (+16%)
Value$237.8K (+$46.2K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$237.1K (+$16.3K)
Filed 2026-11-03
Alterna Wealth Management, Inc
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$237.1K (+$16.3K)
Filed 2026-10-27
Acorn Financial Advisory Services Inc
DECREASED
Shares428 from 437
Change-9 (-2%)
Value$236.4K (+$11.8K)
Filed 2026-11-02
PW Nova Financial Services LLC
DECREASED
Shares428 from 433
Change-5 (-1%)
Value$236.0K (+$13.6K)
Filed 2026-10-15
Momentous Wealth Management, Inc.
NEW
Shares427
Change+427
Value$235.5K
Filed 2026-10-21
Romano Brothers and Company
DECREASED
Shares427 from 464
Change-37 (-8%)
Value$235.5K (-$2.8K)
Filed 2026-10-22
Accelerate Investment Advisors LLC
DECREASED
Shares426 from 470
Change-44 (-9%)
Value$234.7K (-$6.4K)
Filed 2026-11-02
Letko, Brosseau & Associates Inc
INCREASED
Shares426 from 400
Change+26 (+7%)
Value$234.9K (+$29.5K)
Filed 2026-11-06
IMPACTfolio, LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$234.1K (+$16.1K)
Filed 2026-10-28
Community Financial Services Group, LLC
INCREASED
Shares424 from 394
Change+30 (+8%)
Value$233.2K (+$27.4K)
Filed 2026-10-15
Jeppson Wealth Management, LLC
INCREASED
Shares422 from 414
Change+8 (+2%)
Value$232.7K (+$20.1K)
Filed 2026-10-20
Bill Few Associates, Inc.
INCREASED
Shares421 from 420
Change+1 (+0%)
Value$232.2K (+$16.5K)
Filed 2026-10-09
Stillwater Wealth Management Group
INCREASED
Shares421 from 420
Change+1 (+0%)
Value$232.2K (+$16.5K)
Filed 2026-10-21
Redwood Family Wealth LLC
NEW
Shares419
Change+419
Value$231.0K
Filed 2026-10-20
Elite Life Management LLC
INCREASED
Shares419 from 383
Change+36 (+9%)
Value$274.8K (+$56.3K)
Filed 2026-11-06
Johnson Bixby & Associates, LLC
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$230.5K (+$15.8K)
Filed 2026-10-14
Banque de Luxembourg S.A.
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$230.5K (+$15.8K)
Filed 2026-10-14
Cordoba Advisory Partners LLC
NEW
Shares417
Change+417
Value$230.1K
Filed 2026-10-19
Two Point Capital Management, Inc.
NEW
Shares416
Change+416
Value$229.4K
Filed 2026-10-16
Private Wealth Management Group, LLC
INCREASED
Shares416 from 367
Change+49 (+13%)
Value$229.7K (+$41.2K)
Filed 2026-10-19
Highline Wealth Partners LLC
INCREASED
Shares415 from 205
Change+210 (+102%)
Value$229.0K (+$123.6K)
Filed 2026-10-19
Cabot Wealth Management Inc
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$228.9K (+$15.7K)
Filed 2026-11-05
Decker Wealth Management LLC
NEW
Shares414
Change+414
Value$228.1K
Filed 2026-10-09
Shade Tree Advisors LLC
NEW
Shares413
Change+413
Value$227.8K
Filed 2026-10-22
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$227.2K (+$15.6K)
Filed 2026-11-02
Summit Financial Strategies, Inc.
INCREASED
Shares410 from 405
Change+5 (+1%)
Value$226.1K (+$18.4K)
Filed 2026-10-14
Petros Family Wealth, LLC
INCREASED
Shares407 from 403
Change+4 (+1%)
Value$224.4K (+$17.5K)
Filed 2026-10-28
Prospect Financial Group LLC
DECREASED
Shares406 from 502
Change-96 (-19%)
Value$223.9K (-$33.9K)
Filed 2026-11-05
Wingate Wealth Advisors, Inc.
DECREASED
Shares406 from 448
Change-42 (-9%)
Value$223.9K (-$6.2K)
Filed 2026-10-26
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$223.9K (+$15.4K)
Filed 2026-11-02
Cooper S Advisors, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$223.9K (+$15.4K)
Filed 2026-11-03
Rempart Asset Management Inc.
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$208.5K ($0)
Filed 2026-10-20
Reston Wealth Management LLC
NEW
Shares405
Change+405
Value$223.3K
Filed 2026-10-29
Heritage Wealth Management, Inc.
NEW
Shares404
Change+404
Value$222.8K
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares404 from 399
Change+5 (+1%)
Value$222.8K (+$17.9K)
Filed 2026-10-28
Sage Financial Management Group, Inc.
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$222.2K (+$15.3K)
Filed 2026-11-06
Flywheel Private Wealth LLC
DECREASED
Shares400 from 524
Change-124 (-24%)
Value$220.6K (-$48.5K)
Filed 2026-11-02
Ti-Trust, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$220.6K (+$15.1K)
Filed 2026-10-21
Transcendent Capital Group LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$220.6K (+$15.1K)
Filed 2026-10-28
Churchill Financial Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$220.6K (+$15.1K)
Filed 2026-10-20
CLG LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$220.6K (+$15.1K)
Filed 2026-10-13
Market Street Wealth Management Advisors LLC
NEW
Shares399
Change+399
Value$220.0K
Filed 2026-10-09
R2 Capital Strategies, LLC
NEW
Shares398
Change+398
Value$219.6K
Filed 2026-10-15
Grey Fox Wealth Advisors, LLC
NEW
Shares398
Change+398
Value$219.4K
Filed 2026-11-03
Human Investing LLC
NEW
Shares398
Change+398
Value$219.7K
Filed 2026-10-19
Schulz Wealth, Ltd.
INCREASED
Shares398 from 395
Change+3 (+1%)
Value$219.5K (+$16.6K)
Filed 2026-11-03
Opal Wealth Advisors, LLC
NEW
Shares396
Change+396
Value$218.4K
Filed 2026-10-16
Hamilton Point Investment Advisors, LLC
DECREASED
Shares395 from 515
Change-120 (-23%)
Value$217.8K (-$46.7K)
Filed 2026-11-03
Wealth Advisory Solutions, LLC
DECREASED
Shares395 from 397
Change-2 (0%)
Value$217.8K (+$13.9K)
Filed 2026-10-20
Keystone Wealth Services, LLC
NEW
Shares394
Change+394
Value$222.1K
Filed 2026-11-03
Next Level Private LLC
NEW
Shares394
Change+394
Value$217.3K
Filed 2026-10-20
Milestone Asset Management Group, LLC
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$217.5K (+$15.1K)
Filed 2026-10-20
Presilium Private Wealth, LLC
NEW
Shares392
Change+392
Value$216.2K
Filed 2026-10-26
Riverwater Partners LLC
NEW
Shares391
Change+391
Value$215.6K
Filed 2026-11-03
Bayban
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$200.8K ($0)
Filed 2026-11-05
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$215.1K (+$14.8K)
Filed 2026-10-20
BlueSky Wealth Advisors, LLC
NEW
Shares389
Change+389
Value$214.5K
Filed 2026-10-29
Hurley Capital, LLC
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$214.7K (+$15.0K)
Filed 2026-11-05
ARK & TLK Investments, LLC
NEW
Shares388
Change+388
Value$213.9K
Filed 2026-10-20
Armstrong Advisory Group, Inc
INCREASED
Shares388 from 365
Change+23 (+6%)
Value$214.2K (+$26.6K)
Filed 2026-10-09
Blvd Private Wealth, LLC
DECREASED
Shares388 from 390
Change-2 (-1%)
Value$213.9K (+$13.6K)
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
NEW
Shares387
Change+387
Value$213.6K
Filed 2026-10-23
Wealth Quarterback LLC
NEW
Shares387
Change+387
Value$213.2K
Filed 2026-10-20
Finivi Inc.
DECREASED
Shares386 from 410
Change-24 (-6%)
Value$212.9K (+$2.5K)
Filed 2026-10-13
Samalin Investment Counsel, LLC
NEW
Shares385
Change+385
Value$212.6K
Filed 2026-10-23
Founders Grove Wealth Partners, LLC
DECREASED
Shares385 from 505
Change-120 (-24%)
Value$212.3K (-$47.1K)
Filed 2026-10-16
Asio Capital, LLC
NEW
Shares384
Change+384
Value$211.8K
Filed 2026-10-19
Gallacher Capital Management LLC
DECREASED
Shares384 from 454
Change-70 (-15%)
Value$211.7K (-$21.7K)
Filed 2026-10-30
LongView Wealth Management
NEW
Shares383
Change+383
Value$211.2K
Filed 2026-10-19
Argyle Capital Management, LLC
NEW
Shares383
Change+383
Value$211.2K
Filed 2026-10-28
Purus Wealth Management, LLC
NEW
Shares383
Change+383
Value$211.0K
Filed 2026-10-15
Hopwood Financial Services, Inc.
DECREASED
Shares382 from 512
Change-130 (-25%)
Value$210.4K (-$52.3K)
Filed 2026-10-29
West Bancorporation Inc
DECREASED
Shares382 from 400
Change-18 (-4%)
Value$210.7K (+$5.2K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
INCREASED
Shares382 from 371
Change+11 (+3%)
Value$210.7K (+$20.1K)
Filed 2026-10-29
E6 Portfolios, LLC
DECREASED
Shares381 from 544
Change-163 (-30%)
Value$210.4K (-$68.9K)
Filed 2026-10-26
Fluent Financial, LLC
DECREASED
Shares380 from 425
Change-45 (-11%)
Value$209.6K (-$8.7K)
Filed 2026-10-13
Tufton Capital Management
DECREASED
Shares380 from 405
Change-25 (-6%)
Value$209 (-$207.8K)
Filed 2026-10-20
Larry Mathis Financial Planning, LLC
DECREASED
Shares378 from 1,753
Change-1,375 (-78%)
Value$208.5K (-$691.9K)
Filed 2026-10-26
Legacy Financial Group, Inc.
NEW
Shares377
Change+377
Value$208.1K
Filed 2026-10-21
ABC Arbitrage SA
NEW
Shares376
Change+376
Value$207.4K
Filed 2026-10-23
Global Wealth Strategies & Associates
NEW
Shares375
Change+375
Value$206.8K
Filed 2026-10-02
Heathbridge Capital Management Ltd.
NEW
Shares375
Change+375
Value$206.8K
Filed 2026-10-29
Rational Advisors, Inc.
INCREASED
Shares375 from 322
Change+53 (+16%)
Value$206.8K (+$41.4K)
Filed 2026-11-02
Madrona Financial Services, LLC
NEW
Shares374
Change+374
Value$206.0K
Filed 2026-10-23
Factor Wealth Management LTD
NEW
Shares373
Change+373
Value$205.5K
Filed 2026-10-08
Keeler & Nadler Financial Planning & Wealth Management
NEW
Shares373
Change+373
Value$205.9K
Filed 2026-10-28
Successful Portfolios LLC
NEW
Shares372
Change+372
Value$208.7K
Filed 2026-10-09
Old North State Wealth Management, LLC
DECREASED
Shares370 from 407
Change-37 (-9%)
Value$205.4K (-$4.6K)
Filed 2026-10-22
Bank & Trust Co
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$204.0K (+$14.0K)
Filed 2026-10-07
Cottonwood Capital Advisors, LLC
NEW
Shares369
Change+369
Value$203.5K
Filed 2026-10-20
Landaas & Co
NEW
Shares369
Change+369
Value$203.5K
Filed 2026-10-29
Box Hill Private Wealth LLC
DECREASED
Shares367 from 423
Change-56 (-13%)
Value$202.4K (-$14.9K)
Filed 2026-10-05
Spectrum Wealth Advisory Group, LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$202.4K (+$13.9K)
Filed 2026-10-29
MB, Levis & Associates, LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$202.5K (+$13.9K)
Filed 2026-10-16
Lipe & Dalton
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$202 (+$14)
Filed 2026-10-15
Arta Finance Wealth Management LLC
NEW
Shares365
Change+365
Value$201.0K
Filed 2026-10-28
Astra Wealth Partners LLC
NEW
Shares365
Change+365
Value$201.3K
Filed 2026-11-06
Midland Wealth Advisors, LLC
DECREASED
Shares364 from 1,349
Change-985 (-73%)
Value$200.7K (-$492.1K)
Filed 2026-10-26
Salomon & Ludwin, LLC
INCREASED
Shares364 from 251
Change+113 (+45%)
Value$200.7K (+$69.6K)
Filed 2026-10-29
Accuvest Global Advisors
DECREASED
Shares364 from 467
Change-103 (-22%)
Value$201.0K (-$39.0K)
Filed 2026-11-04
Blume Capital Management, Inc.
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$200.7K (+$13.8K)
Filed 2026-10-26
Center for Financial Planning, Inc.
INCREASED
Shares361 from 300
Change+61 (+20%)
Value$199.1K (+$45.0K)
Filed 2026-10-26
Elevation Wealth Partners, LLC
INCREASED
Shares360 from 310
Change+50 (+16%)
Value$198.6K (+$39.4K)
Filed 2026-10-07
Louisbourg Investments Inc.
DECREASED
Shares359 from 374
Change-15 (-4%)
Value$198.0K (+$5.9K)
Filed 2026-10-20
Birchwood Financial Partners, Inc.
INCREASED
Shares355 from 344
Change+11 (+3%)
Value$195.8K (+$19.1K)
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares349 from 311
Change+38 (+12%)
Value$192.5K (+$32.7K)
Filed 2026-10-16
WPG Advisers, LLC
INCREASED
Shares348 from 325
Change+23 (+7%)
Value$191.9K (+$25.0K)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares346
Change+346
Value$190.8K
Filed 2026-11-04
Joseph Group Capital Management
INCREASED
Shares345 from 237
Change+108 (+46%)
Value$190.3K (+$68.5K)
Filed 2026-11-04
Meridian Financial Partners LLC
NEW
Shares338
Change+338
Value$208.5K
Filed 2026-10-23
Madden Securities Corp
NEW
Shares335
Change+335
Value$184.7K
Filed 2026-10-27
Wilkerson Advisory Group LLC
INCREASED
Shares335 from 302
Change+33 (+11%)
Value$184.7K (+$29.6K)
Filed 2026-10-20
Ridgeline Wealth, LLC
NEW
Shares334
Change+334
Value$201.7K
Filed 2026-10-14
Addison Advisors LLC
INCREASED
Shares332 from 281
Change+51 (+18%)
Value$182.9K (+$38.6K)
Filed 2026-11-06
Vima LLC
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$178.5K (+$12.3K)
Filed 2026-10-23
Wolff Wiese Magana LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$173.9K (+$12.0K)
Filed 2026-10-15
Rakuten Securities, Inc.
INCREASED
Shares312 from 94
Change+218 (+232%)
Value$172.1K (+$123.8K)
Filed 2026-11-02
Olistico Wealth, LLC
DECREASED
Shares304 from 404
Change-100 (-25%)
Value$167.6K (-$39.8K)
Filed 2026-10-05
Cacti Asset Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$169.1K (+$15.0K)
Filed 2026-10-01
Rosenberg Matthew Hamilton
DECREASED
Shares299 from 318
Change-19 (-6%)
Value$164.9K (+$1.6K)
Filed 2026-10-05
Gen-Wealth Partners Inc
DECREASED
Shares298 from 361
Change-63 (-17%)
Value$164.6K (-$20.6K)
Filed 2026-11-04
Activest Wealth Management
INCREASED
Shares279 from 266
Change+13 (+5%)
Value$153.8K (+$17.3K)
Filed 2026-10-15
Hager Investment Management Services, LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$148.9K (+$10.2K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares262 from 531
Change-269 (-51%)
Value$144.6K (-$128.2K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$144.5K (+$9.9K)
Filed 2026-10-09
Princeton Global Asset Management LLC
UNCHANGED
Shares262 from 262
Change0 (0%)
Value$144.4K (+$9.9K)
Filed 2026-10-21
Rachor Investment Advisory Services, LLC
DECREASED
Shares260 from 261
Change-1 (0%)
Value$143.4K (+$9.4K)
Filed 2026-10-29
Tounjian Advisory Partners, LLC
DECREASED
Shares258 from 281
Change-23 (-8%)
Value$142.5K (-$2.0K)
Filed 2026-11-04
Brown Shipley& Co Ltd
DECREASED
Shares257 from 406
Change-149 (-37%)
Value$141.7K (-$66.8K)
Filed 2026-10-09
Towne Trust Company, N.a
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$141.7K (+$9.7K)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares254
Change+254
Value$140.3K
Filed 2026-10-27
Avion Wealth
INCREASED
Shares254 from 223
Change+31 (+14%)
Value$140 (-$113.9K)
Filed 2026-11-04
Chapman Financial Group, LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$139.6K (+$9.6K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$135.9K (+$9.3K)
Filed 2026-10-16
High Point Wealth Management, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$130.8K (+$9.0K)
Filed 2026-11-05
Ashurst Perkins Coie Trust Co
INCREASED
Shares236 from 210
Change+26 (+12%)
Value$130.1K (+$22.3K)
Filed 2026-10-15
Creative Financial Designs Inc
DECREASED
Shares235 from 419
Change-184 (-44%)
Value$129.9K (-$85.5K)
Filed 2026-11-04
Country Trust Bank
DECREASED
Shares223 from 243
Change-20 (-8%)
Value$123.0K (-$1.8K)
Filed 2026-10-30
Bank of New Hampshire
DECREASED
Shares210 from 233
Change-23 (-10%)
Value$115.8K (-$3.9K)
Filed 2026-10-06
Davis Capital Management
INCREASED
Shares210 from 209
Change+1 (+0%)
Value$115.8K (+$8.5K)
Filed 2026-10-08
Legacies Wealth LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$115.8K (+$8.0K)
Filed 2026-11-02
Godsey & Gibb, Inc
INCREASED
Shares207 from 200
Change+7 (+4%)
Value$114.2K (+$11.4K)
Filed 2026-10-14
Entrust Financial LLC
INCREASED
Shares206 from 202
Change+4 (+2%)
Value$113.6K (+$9.9K)
Filed 2026-11-04
Dorato Capital Management
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$114.0K (+$8.7K)
Filed 2026-10-08
Adkins Seale Capital Management LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$108.1K (+$7.4K)
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
INCREASED
Shares195 from 184
Change+11 (+6%)
Value$108.0K (+$13.1K)
Filed 2026-10-30
Nexus Investment Management ULC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$107.5K (+$7.4K)
Filed 2026-10-27
NBH Bank
DECREASED
Shares192 from 200
Change-8 (-4%)
Value$105.9K (+$3.2K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$104.8K (+$7.2K)
Filed 2026-10-30
First Pacific Financial
INCREASED
Shares187 from 32
Change+155 (+484%)
Value$103.1K (+$86.7K)
Filed 2026-10-14
Compound Global Advisors, LLC
INCREASED
Shares180 from 150
Change+30 (+20%)
Value$99.3K (+$22.2K)
Filed 2026-10-20
PFS Partners, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$98.7K (+$6.8K)
Filed 2026-10-21
Retirement Wealth Solutions LLC
INCREASED
Shares177 from 161
Change+16 (+10%)
Value$97.6K (+$14.9K)
Filed 2026-10-07
Ares Financial Consulting, LLC
INCREASED
Shares175 from 156
Change+19 (+12%)
Value$96.7K (+$16.4K)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
DECREASED
Shares173 from 175
Change-2 (-1%)
Value$95.4K (+$5.5K)
Filed 2026-10-26
Breakwater Investment Management
INCREASED
Shares171 from 163
Change+8 (+5%)
Value$94.3K (+$10.6K)
Filed 2026-10-20
Bangor Savings Bank
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$92.1K (+$6.3K)
Filed 2026-10-06
Horizon Financial Services, LLC
DECREASED
Shares166 from 175
Change-9 (-5%)
Value$91.5K (+$1.7K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares160 from 128
Change+32 (+25%)
Value$88.3K (+$22.6K)
Filed 2026-11-02
Hughes Financial Services, LLC
INCREASED
Shares158 from 114
Change+44 (+39%)
Value$100.4K (+$41.9K)
Filed 2026-10-30
Paladin Partners, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$82.7K (+$5.7K)
Filed 2026-10-06
USA Financial Formulas
NEW
Shares149
Change+149
Value$82.2K
Filed 2026-10-16
Valued Wealth Advisors LLC
INCREASED
Shares147 from 118
Change+29 (+25%)
Value$81.1K (+$20.5K)
Filed 2026-11-05
Sfam, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$75.0K (+$5.2K)
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$74.8K (+$5.1K)
Filed 2026-10-28
North Point Portfolio Managers Corp
NEW
Shares135
Change+135
Value$74.4K
Filed 2026-10-07
Financial Freedom, LLC
NEW
Shares133
Change+133
Value$73.4K
Filed 2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$73 (-$67.9K)
Filed 2026-10-14
StrongBox Wealth, LLC
INCREASED
Shares129 from 128
Change+1 (+1%)
Value$71.1K (+$5.4K)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
INCREASED
Shares128 from 105
Change+23 (+22%)
Value$70.6K (+$16.7K)
Filed 2026-11-05
Winthrop Capital Management, LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$70.6K (+$4.6K)
Filed 2026-11-05
Mascoma Wealth Management LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$70.6K (+$4.8K)
Filed 2026-10-23
Steph & Co
INCREASED
Shares127 from 116
Change+11 (+9%)
Value$70.0K (+$10.5K)
Filed 2026-10-07
Downshift Financial, LLC
INCREASED
Shares126 from 121
Change+5 (+4%)
Value$69.6K (+$7.4K)
Filed 2026-10-13
Essential Partners LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$68.9K (+$4.7K)
Filed 2026-10-14
Peck Wealth Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$68.9K (+$4.7K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
INCREASED
Shares121 from 57
Change+64 (+112%)
Value$66.7K (+$37.4K)
Filed 2026-10-16
Advocate Investing Services LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$65.1K (+$4.5K)
Filed 2026-10-26
True Wealth Design, LLC
INCREASED
Shares115 from 73
Change+42 (+58%)
Value$63.4K (+$25.9K)
Filed 2026-10-13
Bare Financial Services, Inc
INCREASED
Shares114 from 104
Change+10 (+10%)
Value$62.9K (+$9.5K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED
Shares113 from 89
Change+24 (+27%)
Value$62.3K (+$16.6K)
Filed 2026-11-03
Marquette Asset Management, LLC
INCREASED
Shares113 from 100
Change+13 (+13%)
Value$62.3K (+$11.0K)
Filed 2026-10-09
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares111 from 129
Change-18 (-14%)
Value$61.2K (-$5.0K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares106 from 101
Change+5 (+5%)
Value$58.5K (+$6.6K)
Filed 2026-10-14
Tradewinds Capital Management, LLC
INCREASED
Shares104 from 79
Change+25 (+32%)
Value$57.4K (+$16.7K)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares103
Change+103
Value$56.4K
Filed 2026-10-09
FNY Investment Advisers, LLC
DECREASED
Shares103 from 115
Change-12 (-10%)
Value$56 (-$3)
Filed 2026-10-16
Curat Global, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$55.1K (+$3.8K)
Filed 2026-10-26
Jcic Asset Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$55.1K (+$5.2K)
Filed 2026-10-30
Ulland Investment Advisors, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$54 (+$4)
Filed 2026-10-13
Torren Management, LLC
INCREASED
Shares94 from 54
Change+40 (+74%)
Value$51.9K (+$24.1K)
Filed 2026-10-29
Clark Wealth Partners
INCREASED
Shares93 from 82
Change+11 (+13%)
Value$51.3K (+$9.2K)
Filed 2026-10-19
Aspect Partners, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$50.7K (+$3.5K)
Filed 2026-10-20
Markowski Investments
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$48.9K (+$3.4K)
Filed 2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$48.0K (+$3.3K)
Filed 2026-10-15
Coston, McIsaac & Partners
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$45.4K (+$3.4K)
Filed 2026-11-06
Roxbury Financial LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$43.4K (+$3.0K)
Filed 2026-10-01
United Financial Planning Group LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$43.0K (+$3.0K)
Filed 2026-11-04
Kozak & Associates, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$47.4K (+$6.9K)
Filed 2026-10-29
Sima Wealth Partners, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$41.4K (+$2.8K)
Filed 2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$40.8K (+$2.8K)
Filed 2026-10-23
IMG Wealth Management, Inc.
INCREASED
Shares73 from 46
Change+27 (+59%)
Value$40.3K (+$16.6K)
Filed 2026-10-27
Gleason Group, Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$40.3K (+$2.8K)
Filed 2026-10-15
First Community Trust NA
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$39.7K (+$2.7K)
Filed 2026-10-07
CKW Financial Group
DECREASED
Shares71 from 111
Change-40 (-36%)
Value$39 (-$19)
Filed 2026-10-29
Sunrise Financial Services, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$39.2K (+$2.7K)
Filed 2026-10-21
Burk Holdings LLC
INCREASED
Shares68 from 33
Change+35 (+106%)
Value$37.5K (+$20.6K)
Filed 2026-11-05
Evolution Wealth Management Inc.
DECREASED
Shares67 from 193
Change-126 (-65%)
Value$36.8K (-$62.1K)
Filed 2026-10-28
Mcdonald Partners LLC
DECREASED
Shares67 from 87
Change-20 (-23%)
Value$36.9K (-$7.7K)
Filed 2026-11-03
Monetary Solutions, Ltd
INCREASED
Shares66 from 65
Change+1 (+2%)
Value$36.4K (+$3.0K)
Filed 2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$36.4K (+$2.5K)
Filed 2026-10-16
KFG LLC
NEW
Shares65
Change+65
Value$35.8K
Filed 2026-11-02
Navigoe, LLC
INCREASED
Shares64 from 61
Change+3 (+5%)
Value$35 (+$4)
Filed 2026-11-04
TrustBank
INCREASED
Shares63 from 54
Change+9 (+17%)
Value$34.7K (+$7.0K)
Filed 2026-10-20
Cornerstone National Bank & Trust Co
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$32.5K (+$1.6K)
Filed 2026-10-20
Next Level Wealth Planning, LLC
NEW
Shares57
Change+57
Value$31.4K
Filed 2026-10-29
RMG Wealth Management LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$36.0K (+$4.1K)
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares54 from 139
Change-85 (-61%)
Value$29.8K (-$41.8K)
Filed 2026-10-16
Planning Strategies Inc.
INCREASED
Shares54 from 44
Change+10 (+23%)
Value$29.8K (+$7.2K)
Filed 2026-10-02
Robbins Farley
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$29.8K (+$2.0K)
Filed 2026-10-21
Hyposwiss Advisors SA
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$27.6K (+$1.9K)
Filed 2026-10-26
Bear Mountain Capital, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$30.9K (+$4.0K)
Filed 2026-11-04
DecisionPoint Financial, LLC
INCREASED
Shares48 from 43
Change+5 (+12%)
Value$26.4K (+$3.9K)
Filed 2026-10-27
Redwood Park Advisors LLC
INCREASED
Shares45 from 15
Change+30 (+200%)
Value$24.9K (+$17.1K)
Filed 2026-11-02
Cdkv Holdings LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$24.8K (+$1.7K)
Filed 2026-10-28
Maseco LLP
INCREASED
Shares43 from 26
Change+17 (+65%)
Value$23.7K (+$10.4K)
Filed 2026-10-27
Trifecta Capital Advisors, LLC
DECREASED
Shares43 from 53
Change-10 (-19%)
Value$23.7K (-$3.5K)
Filed 2026-10-21
Pacific Center for Financial Services
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$23.7K (+$1.6K)
Filed 2026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$23.2K (+$1.6K)
Filed 2026-10-15
Align Financial, LLC
INCREASED
Shares38 from 31
Change+7 (+23%)
Value$21.0K (+$5.0K)
Filed 2026-10-16
American Capital Advisory, LLC
DECREASED
Shares37 from 42
Change-5 (-12%)
Value$20.4K (-$1.2K)
Filed 2026-10-28
Carolina Wealth Advisors, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$20.4K (+$1.4K)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
NEW
Shares36
Change+36
Value$19.9K
Filed 2026-10-27
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares34 from 44
Change-10 (-23%)
Value$18.8K (-$3.8K)
Filed 2026-10-07
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$18.2K (+$1.3K)
Filed 2026-10-14
Gilpin Wealth Management, LLC
INCREASED
Shares32 from 14
Change+18 (+129%)
Value$17.6K (+$10.5K)
Filed 2026-10-09
Baer Investment Advisory LLC
NEW
Shares30
Change+30
Value$16.5K
Filed 2026-10-13
Wealth Analytics Partners, LLC
NEW
Shares30
Change+30
Value$16.5K
Filed 2026-10-19
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares28 from 43
Change-15 (-35%)
Value$15.4K (-$6.6K)
Filed 2026-10-15
Kingdom Financial Group Llc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$15.5K (+$1.1K)
Filed 2026-11-04
Tsfg, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$14 (+$1)
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares25
Change+25
Value$14
Filed 2026-10-02
Investors Research Corp
DECREASED
Shares25 from 41
Change-16 (-39%)
Value$13.8K (-$7.3K)
Filed 2026-10-07
New England Capital Financial Advisors LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$13.2K (+$909)
Filed 2026-11-03
Morton Brown Family Wealth, LLC
INCREASED
Shares23 from 14
Change+9 (+64%)
Value$12.7K (+$5.5K)
Filed 2026-10-23
IFS Advisors, LLC
NEW
Shares20
Change+20
Value$11.0K
Filed 2026-10-14
Luken Investment Analytics, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$10.5K (+$720)
Filed 2026-11-06
McCarley & Cook Financial Planners
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$10.5K (+$720)
Filed 2026-10-21
Quaker Wealth Management, LLC
INCREASED
Shares18 from 15
Change+3 (+20%)
Value$9.9K (+$2.2K)
Filed 2026-10-22
Prudent Man Investment Management, Inc.
NEW
Shares17
Change+17
Value$9.4K
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares17 from 11
Change+6 (+55%)
Value$9.4K (+$3.7K)
Filed 2026-11-03
Richardson Capital Management LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$9.4K (+$644)
Filed 2026-10-23
PayPay Securities Corp
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$9.4K (+$644)
Filed 2026-10-27
Clayton Financial Group LLC
NEW
Shares15
Change+15
Value$8.3K
Filed 2026-10-13
Three Bridge Wealth Advisors, LLC
NEW
Shares15
Change+15
Value$8.3K
Filed 2026-11-05
SRH Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$8.4K (+$586)
Filed 2026-10-22
Cranbrook Wealth Management, LLC
NEW
Shares10
Change+10
Value$5.5K
Filed 2026-10-28
IAG Wealth Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5.5K (+$379)
Filed 2026-11-06
Access Investment Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5.5K (+$379)
Filed 2026-10-23
Fairway Wealth LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$5.0K (+$341)
Filed 2026-10-30
Transce3nd, LLC
NEW
Shares8
Change+8
Value$5.0K
Filed 2026-10-26
Burkett Financial Services, LLC
DECREASED
Shares8 from 59
Change-51 (-86%)
Value$4.4K (-$26.1K)
Filed 2026-10-01
Phillip James Consulting Co.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$3.9K (+$265)
Filed 2026-11-03
Nvest Wealth Strategies, Inc.
NEW
Shares6
Change+6
Value$3.3K
Filed 2026-10-14
Fiduciary Advisors, Inc.
NEW
Shares6
Change+6
Value$3.3K
Filed 2026-10-16
Lloyd Advisory Services, Llc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$3.3K (+$218)
Filed 2026-11-02
Point Nemo Capital, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$3.3K (+$227)
Filed 2026-11-03
Bernzott Capital Advisors
NEW
Shares5
Change+5
Value$2.8K
Filed 2026-10-29
POM Investment Strategies, LLC
DECREASED
Shares5 from 8
Change-3 (-37%)
Value$2.8K (-$1.4K)
Filed 2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares4 from 10
Change-6 (-60%)
Value$2.2K (-$2.9K)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$2.2K (+$1.2K)
Filed 2026-10-29
NorthAvenue LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.2K (+$151)
Filed 2026-10-29
Aventus Investment Advisors, Inc.
NEW
Shares3
Change+3
Value$1.7K
Filed 2026-10-09
Team Financial Group, LLC
NEW
Shares3
Change+3
Value$1.7K
Filed 2026-10-30
3 Factor Indexing, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.7K (+$114)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.7K (+$114)
Filed 2026-10-15
Contravisory Investment Management, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$1.7K (+$113)
Filed 2026-10-13
John Boyer, Inc.
NEW
Shares2
Change+2
Value$1.1K
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.1K (+$76)
Filed 2026-11-03
Networth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.1K (+$78)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 28,837
Change-28,837 (-100%)
Value$0 (-$14.8M)
Filed 2026-11-03
Kapitalo Investimentos Ltda
CLOSED
Shares0 from 24,937
Change-24,937 (-100%)
Value$0 (-$12.8M)
Filed 2026-10-20
Algebris (UK) LTD
CLOSED
Shares0 from 23,816
Change-23,816 (-100%)
Value$0 (-$12.2M)
Filed 2026-11-06
SeaTown Holdings Pte. Ltd.
CLOSED
Shares0 from 22,700
Change-22,700 (-100%)
Value$0 (-$11.7M)
Filed 2026-10-07
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 15,202
Change-15,202 (-100%)
Value$0 (-$7.8M)
Filed 2026-10-16
Yarbrough Capital, LLC
CLOSED
Shares0 from 13,720
Change-13,720 (-100%)
Value$0 (-$7.0M)
Filed 2026-10-19
Machina Capital S.A.S.
CLOSED
Shares0 from 7,467
Change-7,467 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-05
Leonteq Securities AG
CLOSED
Shares0 from 5,593
Change-5,593 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-29
Bochk Asset Management Ltd
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-29
Lecap Asset Management LTD
CLOSED
Shares0 from 3,212
Change-3,212 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-27
Vestor Capital, LLC
CLOSED
Shares0 from 2,958
Change-2,958 (-100%)
Value$0 (-$756)
Filed 2026-11-04
Legal Advantage Investments, Inc.
CLOSED
Shares0 from 2,446
Change-2,446 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Provident Trust Co
CLOSED
Shares0 from 2,380
Change-2,380 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-29
Arbor Capital Management Inc
CLOSED
Shares0 from 2,113
Change-2,113 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Newport Capital Group, LLC
CLOSED
Shares0 from 1,428
Change-1,428 (-100%)
Value$0 (-$733.4K)
Filed 2026-10-16
Tuttle Capital Management, LLC
CLOSED
Shares0 from 1,349
Change-1,349 (-100%)
Value$0 (-$692.8K)
Filed 2026-10-21
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,301
Change-1,301 (-100%)
Value$0 (-$668.2K)
Filed 2026-11-03
Overbrook Management Corp
CLOSED
Shares0 from 1,282
Change-1,282 (-100%)
Value$0 (-$658.4K)
Filed 2026-10-08
Johnson Financial Group, LLC
CLOSED
Shares0 from 998
Change-998 (-100%)
Value$0 (-$512.6K)
Filed 2026-11-03
Power Wealth Management LLC
CLOSED
Shares0 from 851
Change-851 (-100%)
Value$0 (-$437.1K)
Filed 2026-10-27
4Wealth Advisors, Inc.
CLOSED
Shares0 from 834
Change-834 (-100%)
Value$0 (-$425.0K)
Filed 2026-10-13
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 828
Change-828 (-100%)
Value$0 (-$425.3K)
Filed 2026-11-03
Pullen Investment Management, LLC
CLOSED
Shares0 from 814
Change-814 (-100%)
Value$0 (-$418.1K)
Filed 2026-10-23
McElhenny Sheffield Capital Management, LLC
CLOSED
Shares0 from 725
Change-725 (-100%)
Value$0 (-$372.4K)
Filed 2026-11-06
Sage Mountain Advisors LLC
CLOSED
Shares0 from 641
Change-641 (-100%)
Value$0 (-$329.5K)
Filed 2026-11-02
Emerald Advisors, LLC
CLOSED
Shares0 from 526
Change-526 (-100%)
Value$0 (-$270.0K)
Filed 2026-10-13
Hofer & Associates. Inc
CLOSED
Shares0 from 517
Change-517 (-100%)
Value$0 (-$265.3K)
Filed 2026-10-13
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 517
Change-517 (-100%)
Value$0 (-$265.5K)
Filed 2026-10-09
Provident Wealth Management, LLC
CLOSED
Shares0 from 509
Change-509 (-100%)
Value$0 (-$261.4K)
Filed 2026-10-20
Portfolio Strategies, Inc.
CLOSED
Shares0 from 509
Change-509 (-100%)
Value$0 (-$261.2K)
Filed 2026-11-06
National Wealth Management Group, LLC
CLOSED
Shares0 from 490
Change-490 (-100%)
Value$0 (-$251.7K)
Filed 2026-10-26
TCP Asset Management, LLC
CLOSED
Shares0 from 479
Change-479 (-100%)
Value$0 (-$246.0K)
Filed 2026-10-14
MQS Management LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$240.4K)
Filed 2026-11-06
PUREfi Wealth, LLC
CLOSED
Shares0 from 467
Change-467 (-100%)
Value$0 (-$239.9K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 452
Change-452 (-100%)
Value$0 (-$232.1K)
Filed 2026-10-14
Wagner Wealth Management, Corp
CLOSED
Shares0 from 451
Change-451 (-100%)
Value$0 (-$231.6K)
Filed 2026-10-20
Zega Investments, LLC
CLOSED
Shares0 from 449
Change-449 (-100%)
Value$0 (-$230.5K)
Filed 2026-11-04
Patriot Investment Management Group, Inc.
CLOSED
Shares0 from 437
Change-437 (-100%)
Value$0 (-$224.4K)
Filed 2026-10-15
Northern Lights Advisors, Inc.
CLOSED
Shares0 from 434
Change-434 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-21
World Equity Group, Inc.
CLOSED
Shares0 from 430
Change-430 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-14
Teza Capital Management LLC
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$219.3K)
Filed 2026-10-23
One Degree Advisors Inc
CLOSED
Shares0 from 413
Change-413 (-100%)
Value$0 (-$215)
Filed 2026-11-06
Equity Wealth Partners, LLC
CLOSED
Shares0 from 403
Change-403 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-26
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-26
One Day In July LLC
CLOSED
Shares0 from 398
Change-398 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-30
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 398
Change-398 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-19
Fulcrum Equity Management
CLOSED
Shares0 from 396
Change-396 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-21
J. Team Financial, Inc.
CLOSED
Shares0 from 389
Change-389 (-100%)
Value$0 (-$200.0K)
Filed 2026-11-03
Bullseye Investment Management, LLC
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$174.6K)
Filed 2026-10-29
One River Asset Management, LLC
CLOSED
Shares0 from 235
Change-235 (-100%)
Value$0 (-$120.7K)
Filed 2026-10-21
Merrithew & Thorsten Inc
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$111.0K)
Filed 2026-11-06
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$109.9K)
Filed 2026-11-05
Bayforest Capital Ltd
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$88.9K)
Filed 2026-11-03
Evolution Advisers, Inc.
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$52.0K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$25.8K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$19.7K)
Filed 2026-10-26
Whipplewood Advisors, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-20
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$14)
Filed 2026-11-06
Peterson Wealth Services
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-26
Horrell Capital Management, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-08
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$497.4K (+$34.2K)
Filed 2026-10-22
BlackRock, Inc.
N/A
Shares— from 66,393,565
Change-66,393,565 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 52,122,015
Change-52,122,015 (-100%)
Value—
State Street Corp
N/A
Shares— from 36,964,305
Change-36,964,305 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 28,228,027
Change-28,228,027 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,843,483
Change-23,843,483 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 19,163,628
Change-19,163,628 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 18,527,027
Change-18,527,027 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,001,503
Change-15,001,503 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 12,698,735
Change-12,698,735 (-100%)
Value—
Norges Bank
N/A
Shares— from 11,753,770
Change-11,753,770 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 11,626,317
Change-11,626,317 (-100%)
Value—
Capital International Investors
N/A
Shares— from 10,973,547
Change-10,973,547 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,508,557
Change-8,508,557 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,648,863
Change-7,648,863 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,994,342
Change-6,994,342 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,987,990
Change-6,987,990 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 6,408,865
Change-6,408,865 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,785,227
Change-5,785,227 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,625,910
Change-5,625,910 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 5,375,808
Change-5,375,808 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,212,956
Change-5,212,956 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,038,961
Change-5,038,961 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 4,995,027
Change-4,995,027 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,827,969
Change-4,827,969 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 4,713,938
Change-4,713,938 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,622,826
Change-4,622,826 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,544,017
Change-4,544,017 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,358,377
Change-4,358,377 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 4,236,451
Change-4,236,451 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,981,858
Change-3,981,858 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,730,940
Change-3,730,940 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,442,644
Change-3,442,644 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 3,439,240
Change-3,439,240 (-100%)
Value—
Capital World Investors
N/A
Shares— from 3,363,984
Change-3,363,984 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,761,793
Change-2,761,793 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 2,740,643
Change-2,740,643 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 2,682,370
Change-2,682,370 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 2,512,516
Change-2,512,516 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,309,500
Change-2,309,500 (-100%)
Value—
Pershing Square Inc.
N/A
Shares— from 2,124,646
Change-2,124,646 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,121,797
Change-2,121,797 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,117,873
Change-2,117,873 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 2,064,271
Change-2,064,271 (-100%)
Value—
Akre Capital Management LLC
N/A
Shares— from 1,989,906
Change-1,989,906 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,987,325
Change-1,987,325 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,949,875
Change-1,949,875 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,947,201
Change-1,947,201 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,923,485
Change-1,923,485 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,841,139
Change-1,841,139 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,834,080
Change-1,834,080 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,818,743
Change-1,818,743 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,740,710
Change-1,740,710 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,727,014
Change-1,727,014 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 1,726,830
Change-1,726,830 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,695,036
Change-1,695,036 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,656,528
Change-1,656,528 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,574,020
Change-1,574,020 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,524,524
Change-1,524,524 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 1,522,395
Change-1,522,395 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,504,261
Change-1,504,261 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,467,770
Change-1,467,770 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,450,084
Change-1,450,084 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,314,796
Change-1,314,796 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,274,020
Change-1,274,020 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,268,801
Change-1,268,801 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,254,871
Change-1,254,871 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 1,245,051
Change-1,245,051 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,241,173
Change-1,241,173 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,202,173
Change-1,202,173 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,177,116
Change-1,177,116 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,176,597
Change-1,176,597 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 1,141,958
Change-1,141,958 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,104,218
Change-1,104,218 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,097,542
Change-1,097,542 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,096,922
Change-1,096,922 (-100%)
Value—
ING Groep NV
N/A
Shares— from 1,074,752
Change-1,074,752 (-100%)
Value—
Valley Forge Capital Management, LP
N/A
Shares— from 1,065,934
Change-1,065,934 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 974,099
Change-974,099 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 969,206
Change-969,206 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 964,834
Change-964,834 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 946,291
Change-946,291 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 929,849
Change-929,849 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 922,955
Change-922,955 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 921,021
Change-921,021 (-100%)
Value—
Man Group plc
N/A
Shares— from 916,619
Change-916,619 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 880,967
Change-880,967 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 874,329
Change-874,329 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 868,544
Change-868,544 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 842,646
Change-842,646 (-100%)
Value—
Blair William & Co
N/A
Shares— from 842,350
Change-842,350 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 829,660
Change-829,660 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 797,672
Change-797,672 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 781,907
Change-781,907 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 778,465
Change-778,465 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 776,247
Change-776,247 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 773,178
Change-773,178 (-100%)
Value—
Altarock Partners LP
N/A
Shares— from 764,507
Change-764,507 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 757,909
Change-757,909 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 751,833
Change-751,833 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 732,794
Change-732,794 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 732,598
Change-732,598 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 726,071
Change-726,071 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 725,879
Change-725,879 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 719,495
Change-719,495 (-100%)
Value—
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A
Shares— from 717,500
Change-717,500 (-100%)
Value—
Aviva PLC
N/A
Shares— from 716,627
Change-716,627 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 709,610
Change-709,610 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 703,262
Change-703,262 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 691,354
Change-691,354 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 687,304
Change-687,304 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 654,691
Change-654,691 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 645,484
Change-645,484 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 640,793
Change-640,793 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 634,858
Change-634,858 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 632,513
Change-632,513 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 631,340
Change-631,340 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 628,324
Change-628,324 (-100%)
Value—
Marshfield Associates
N/A
Shares— from 572,290
Change-572,290 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 565,708
Change-565,708 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 555,803
Change-555,803 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 555,097
Change-555,097 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 544,995
Change-544,995 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 540,574
Change-540,574 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 528,506
Change-528,506 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 524,516
Change-524,516 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 516,812
Change-516,812 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 511,519
Change-511,519 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 510,758
Change-510,758 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 510,366
Change-510,366 (-100%)
Value—
Vulcan Value Partners, LLC
N/A
Shares— from 502,961
Change-502,961 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 501,306
Change-501,306 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 498,109
Change-498,109 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 497,975
Change-497,975 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 491,676
Change-491,676 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 487,693
Change-487,693 (-100%)
Value—
BLS Capital Fondsmaeglerselskab A/S
N/A
Shares— from 484,457
Change-484,457 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 464,762
Change-464,762 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 463,955
Change-463,955 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 462,447
Change-462,447 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 458,288
Change-458,288 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 445,731
Change-445,731 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 443,116
Change-443,116 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 439,850
Change-439,850 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 431,525
Change-431,525 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 429,465
Change-429,465 (-100%)
Value—
Atalan Capital Partners, LP
N/A
Shares— from 426,650
Change-426,650 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 425,878
Change-425,878 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 420,099
Change-420,099 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 417,423
Change-417,423 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 417,114
Change-417,114 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 411,006
Change-411,006 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 397,899
Change-397,899 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 396,775
Change-396,775 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 392,933
Change-392,933 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 392,571
Change-392,571 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 389,561
Change-389,561 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 389,555
Change-389,555 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 388,621
Change-388,621 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 386,414
Change-386,414 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 376,973
Change-376,973 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 375,416
Change-375,416 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 373,334
Change-373,334 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 372,054
Change-372,054 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 367,461
Change-367,461 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 356,318
Change-356,318 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 347,714
Change-347,714 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 344,319
Change-344,319 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 344,094
Change-344,094 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 340,541
Change-340,541 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 330,198
Change-330,198 (-100%)
Value—
Stockbridge Partners LLC
N/A
Shares— from 319,922
Change-319,922 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 317,661
Change-317,661 (-100%)
Value—
Park Presidio Capital LLC
N/A
Shares— from 316,409
Change-316,409 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 312,699
Change-312,699 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 310,608
Change-310,608 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 310,000
Change-310,000 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 309,250
Change-309,250 (-100%)
Value—
Munro Partners
N/A
Shares— from 308,934
Change-308,934 (-100%)
Value—
Findlay Park Partners LLP
N/A
Shares— from 307,650
Change-307,650 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 293,347
Change-293,347 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 291,753
Change-291,753 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 289,640
Change-289,640 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 285,907
Change-285,907 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 282,934
Change-282,934 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 277,929
Change-277,929 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 273,245
Change-273,245 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 273,156
Change-273,156 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 267,218
Change-267,218 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 266,930
Change-266,930 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 265,000
Change-265,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 264,679
Change-264,679 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 262,412
Change-262,412 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 249,772
Change-249,772 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 246,504
Change-246,504 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 245,326
Change-245,326 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 236,678
Change-236,678 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 235,048
Change-235,048 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 232,762
Change-232,762 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 231,158
Change-231,158 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 219,151
Change-219,151 (-100%)
Value—
Summitry LLC
N/A
Shares— from 217,969
Change-217,969 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 217,638
Change-217,638 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 216,339
Change-216,339 (-100%)
Value—
Camrose Capital Investment Partners LLP
N/A
Shares— from 212,521
Change-212,521 (-100%)
Value—
L1 Capital International Pty Ltd
N/A
Shares— from 208,150
Change-208,150 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 204,857
Change-204,857 (-100%)
Value—
Styrax Capital, LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 194,342
Change-194,342 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 191,042
Change-191,042 (-100%)
Value—
AKO Capital LLP
N/A
Shares— from 189,941
Change-189,941 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 188,455
Change-188,455 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 188,257
Change-188,257 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 187,006
Change-187,006 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 185,318
Change-185,318 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 177,434
Change-177,434 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 176,793
Change-176,793 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 176,316
Change-176,316 (-100%)
Value—
Commerce Bank
N/A
Shares— from 175,894
Change-175,894 (-100%)
Value—
Triple Frond Partners LLC
N/A
Shares— from 175,472
Change-175,472 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 174,903
Change-174,903 (-100%)
Value—
EFG International AG
N/A
Shares— from 172,105
Change-172,105 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 171,347
Change-171,347 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 166,591
Change-166,591 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 161,838
Change-161,838 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 158,739
Change-158,739 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 157,526
Change-157,526 (-100%)
Value—
YCG, LLC
N/A
Shares— from 155,897
Change-155,897 (-100%)
Value—
Blacksheep Fund Management Ltd
N/A
Shares— from 153,430
Change-153,430 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 153,420
Change-153,420 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 151,638
Change-151,638 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 150,789
Change-150,789 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 150,008
Change-150,008 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 147,249
Change-147,249 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 145,492
Change-145,492 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 145,350
Change-145,350 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 145,120
Change-145,120 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 144,697
Change-144,697 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 141,454
Change-141,454 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 141,001
Change-141,001 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 139,347
Change-139,347 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 138,834
Change-138,834 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 138,011
Change-138,011 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 136,289
Change-136,289 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 136,170
Change-136,170 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 134,601
Change-134,601 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 134,549
Change-134,549 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 133,786
Change-133,786 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 131,942
Change-131,942 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 131,606
Change-131,606 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 129,643
Change-129,643 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 129,385
Change-129,385 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 127,917
Change-127,917 (-100%)
Value—
Prudential PLC
N/A
Shares— from 125,438
Change-125,438 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 125,042
Change-125,042 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 123,715
Change-123,715 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 123,446
Change-123,446 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 122,871
Change-122,871 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 122,760
Change-122,760 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 122,649
Change-122,649 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 121,391
Change-121,391 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 121,264
Change-121,264 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 120,605
Change-120,605 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 120,191
Change-120,191 (-100%)
Value—
Triodos Investment Management BV
N/A
Shares— from 118,464
Change-118,464 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 117,889
Change-117,889 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 117,240
Change-117,240 (-100%)
Value—
Snyder Capital Management L P
N/A
Shares— from 116,827
Change-116,827 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 116,106
Change-116,106 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 115,937
Change-115,937 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 115,794
Change-115,794 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 114,606
Change-114,606 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 111,091
Change-111,091 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 110,708
Change-110,708 (-100%)
Value—
Lakewood Capital Management, LP
N/A
Shares— from 109,454
Change-109,454 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 109,136
Change-109,136 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 108,654
Change-108,654 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 108,224
Change-108,224 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 107,890
Change-107,890 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 107,548
Change-107,548 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 107,159
Change-107,159 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 104,464
Change-104,464 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 103,682
Change-103,682 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 102,512
Change-102,512 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 102,335
Change-102,335 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 101,226
Change-101,226 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 100,993
Change-100,993 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 100,223
Change-100,223 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 97,560
Change-97,560 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 97,535
Change-97,535 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 97,516
Change-97,516 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 97,070
Change-97,070 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 96,545
Change-96,545 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 96,354
Change-96,354 (-100%)
Value—
&partners
N/A
Shares— from 94,251
Change-94,251 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 94,184
Change-94,184 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 93,629
Change-93,629 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 93,623
Change-93,623 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 93,290
Change-93,290 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 92,596
Change-92,596 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 92,360
Change-92,360 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 91,462
Change-91,462 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 91,165
Change-91,165 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 89,128
Change-89,128 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 88,915
Change-88,915 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 88,750
Change-88,750 (-100%)
Value—
Stephens Inc
N/A
Shares— from 88,511
Change-88,511 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 87,821
Change-87,821 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 86,722
Change-86,722 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 86,593
Change-86,593 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 81,773
Change-81,773 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 80,320
Change-80,320 (-100%)
Value—
Bamco Inc
N/A
Shares— from 79,709
Change-79,709 (-100%)
Value—
Spinecap SAS
N/A
Shares— from 79,137
Change-79,137 (-100%)
Value—
CTC LLC
N/A
Shares— from 78,491
Change-78,491 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 78,383
Change-78,383 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 77,155
Change-77,155 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 76,306
Change-76,306 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 76,229
Change-76,229 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 75,954
Change-75,954 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 75,101
Change-75,101 (-100%)
Value—
Bornite Capital Management LP
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 74,042
Change-74,042 (-100%)
Value—
Allstate Corp
N/A
Shares— from 73,918
Change-73,918 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 73,048
Change-73,048 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 72,674
Change-72,674 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 72,500
Change-72,500 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 71,339
Change-71,339 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 71,325
Change-71,325 (-100%)
Value—
Route One Investment Company, L.P.
N/A
Shares— from 70,500
Change-70,500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 69,917
Change-69,917 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 69,788
Change-69,788 (-100%)
Value—
Global Frontier Investments LLC
N/A
Shares— from 68,000
Change-68,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 66,045
Change-66,045 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 66,007
Change-66,007 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 65,751
Change-65,751 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 65,500
Change-65,500 (-100%)
Value—
Gillson Capital LP
N/A
Shares— from 64,172
Change-64,172 (-100%)
Value—
Avenir Corp
N/A
Shares— from 63,770
Change-63,770 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 63,715
Change-63,715 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 63,169
Change-63,169 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 62,845
Change-62,845 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 62,713
Change-62,713 (-100%)
Value—
Farley Capital L.P.
N/A
Shares— from 62,227
Change-62,227 (-100%)
Value—
Hengistbury Investment Partners LLP
N/A
Shares— from 61,687
Change-61,687 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 61,446
Change-61,446 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 60,383
Change-60,383 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 60,309
Change-60,309 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 59,754
Change-59,754 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 59,464
Change-59,464 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 59,399
Change-59,399 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 59,296
Change-59,296 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 59,271
Change-59,271 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 59,129
Change-59,129 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 58,613
Change-58,613 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 58,203
Change-58,203 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 57,452
Change-57,452 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 57,403
Change-57,403 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 57,323
Change-57,323 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 57,318
Change-57,318 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 57,317
Change-57,317 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 57,142
Change-57,142 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 56,845
Change-56,845 (-100%)
Value—
Allianz SE
N/A
Shares— from 56,143
Change-56,143 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 54,855
Change-54,855 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 54,818
Change-54,818 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 54,686
Change-54,686 (-100%)
Value—
HughesLittle Investment Management Ltd.
N/A
Shares— from 54,462
Change-54,462 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 54,174
Change-54,174 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 54,084
Change-54,084 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 53,807
Change-53,807 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 53,561
Change-53,561 (-100%)
Value—
Gavilan Investment Partners LLC
N/A
Shares— from 53,500
Change-53,500 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 51,449
Change-51,449 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 51,098
Change-51,098 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 50,786
Change-50,786 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 50,712
Change-50,712 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 50,574
Change-50,574 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 50,276
Change-50,276 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 50,246
Change-50,246 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 50,150
Change-50,150 (-100%)
Value—
Advaya LLP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Bluegrass Capital Partners LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 49,435
Change-49,435 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 48,810
Change-48,810 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 48,296
Change-48,296 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 48,193
Change-48,193 (-100%)
Value—
Capital International LTD
N/A
Shares— from 47,929
Change-47,929 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 47,925
Change-47,925 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 47,850
Change-47,850 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 47,754
Change-47,754 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 47,038
Change-47,038 (-100%)
Value—
Torque Asset Management LLC
N/A
Shares— from 46,695
Change-46,695 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 46,509
Change-46,509 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 46,288
Change-46,288 (-100%)
Value—
Dnca Finance
N/A
Shares— from 46,250
Change-46,250 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 45,228
Change-45,228 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 45,004
Change-45,004 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 44,559
Change-44,559 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 44,354
Change-44,354 (-100%)
Value—
Investidor Profissional Gestao de Recursos Ltda.
N/A
Shares— from 43,865
Change-43,865 (-100%)
Value—
Cypress Funds LLC
N/A
Shares— from 42,269
Change-42,269 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 41,350
Change-41,350 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 41,344
Change-41,344 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 40,935
Change-40,935 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 40,392
Change-40,392 (-100%)
Value—
Jackson Hill Advisors, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Aquamarine Zurich AG
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 39,534
Change-39,534 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 39,526
Change-39,526 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 39,520
Change-39,520 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 39,214
Change-39,214 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 39,077
Change-39,077 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 38,910
Change-38,910 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 38,695
Change-38,695 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 38,500
Change-38,500 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 37,583
Change-37,583 (-100%)
Value—
Columbus Hill Capital Management, L.P.
N/A
Shares— from 37,310
Change-37,310 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 37,122
Change-37,122 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,685
Change-36,685 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 36,650
Change-36,650 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 36,155
Change-36,155 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 36,094
Change-36,094 (-100%)
Value—
CIM, LLC
N/A
Shares— from 35,805
Change-35,805 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 35,704
Change-35,704 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 35,578
Change-35,578 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 35,348
Change-35,348 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 35,252
Change-35,252 (-100%)
Value—
Altrafin AG
N/A
Shares— from 35,206
Change-35,206 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 35,145
Change-35,145 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 34,909
Change-34,909 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 34,663
Change-34,663 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 34,237
Change-34,237 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 33,263
Change-33,263 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 32,976
Change-32,976 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 32,603
Change-32,603 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 32,584
Change-32,584 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 31,964
Change-31,964 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 31,702
Change-31,702 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 31,625
Change-31,625 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 31,581
Change-31,581 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 31,576
Change-31,576 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 31,249
Change-31,249 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 31,234
Change-31,234 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 30,917
Change-30,917 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 30,452
Change-30,452 (-100%)
Value—
PAR Capital Management Inc
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 29,822
Change-29,822 (-100%)
Value—
Explore Capital Management, LLC
N/A
Shares— from 29,780
Change-29,780 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 29,653
Change-29,653 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 29,322
Change-29,322 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 29,266
Change-29,266 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 29,084
Change-29,084 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 28,985
Change-28,985 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 28,853
Change-28,853 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 28,816
Change-28,816 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 28,772
Change-28,772 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 28,684
Change-28,684 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 28,585
Change-28,585 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 28,445
Change-28,445 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 27,632
Change-27,632 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 27,486
Change-27,486 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 27,449
Change-27,449 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 27,362
Change-27,362 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 27,314
Change-27,314 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 27,049
Change-27,049 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 26,984
Change-26,984 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 26,900
Change-26,900 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 26,896
Change-26,896 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 26,594
Change-26,594 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 26,530
Change-26,530 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 26,518
Change-26,518 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 26,479
Change-26,479 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 26,242
Change-26,242 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 26,203
Change-26,203 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 26,054
Change-26,054 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 25,876
Change-25,876 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 25,871
Change-25,871 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 25,719
Change-25,719 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 25,580
Change-25,580 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 25,433
Change-25,433 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 25,367
Change-25,367 (-100%)
Value—
GCQ Funds Management PTY Ltd
N/A
Shares— from 25,342
Change-25,342 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,149
Change-25,149 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 25,086
Change-25,086 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 24,926
Change-24,926 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 24,877
Change-24,877 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 24,872
Change-24,872 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 24,817
Change-24,817 (-100%)
Value—
BNP Paribas
N/A
Shares— from 24,645
Change-24,645 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 24,482
Change-24,482 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 24,302
Change-24,302 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 24,142
Change-24,142 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 24,100
Change-24,100 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 24,076
Change-24,076 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 24,045
Change-24,045 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 23,876
Change-23,876 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 23,663
Change-23,663 (-100%)
Value—
Ossiam
N/A
Shares— from 23,640
Change-23,640 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 23,553
Change-23,553 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 23,548
Change-23,548 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 23,520
Change-23,520 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 23,428
Change-23,428 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 23,070
Change-23,070 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 23,047
Change-23,047 (-100%)
Value—
Coalescence Partners Investment Management, LP
N/A
Shares— from 22,660
Change-22,660 (-100%)
Value—
Carlson Capital, L.P.
N/A
Shares— from 22,575
Change-22,575 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 22,470
Change-22,470 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,434
Change-22,434 (-100%)
Value—
S&CO Inc
N/A
Shares— from 22,358
Change-22,358 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 22,280
Change-22,280 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 22,191
Change-22,191 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 21,915
Change-21,915 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 21,858
Change-21,858 (-100%)
Value—
Claar Advisors LLC
N/A
Shares— from 21,695
Change-21,695 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 21,530
Change-21,530 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 21,298
Change-21,298 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 21,246
Change-21,246 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 21,189
Change-21,189 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 21,093
Change-21,093 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 21,076
Change-21,076 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 20,793
Change-20,793 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 20,575
Change-20,575 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 20,574
Change-20,574 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 20,541
Change-20,541 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 20,477
Change-20,477 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 20,277
Change-20,277 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 20,169
Change-20,169 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 19,898
Change-19,898 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 19,896
Change-19,896 (-100%)
Value—
KR Capital LP
N/A
Shares— from 19,844
Change-19,844 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 19,840
Change-19,840 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 19,808
Change-19,808 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 19,431
Change-19,431 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 19,417
Change-19,417 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 19,410
Change-19,410 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 19,409
Change-19,409 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 19,335
Change-19,335 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 18,954
Change-18,954 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 18,892
Change-18,892 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 18,651
Change-18,651 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 17,967
Change-17,967 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 17,967
Change-17,967 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,897
Change-17,897 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 17,843
Change-17,843 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 17,755
Change-17,755 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 17,681
Change-17,681 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,574
Change-17,574 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 17,511
Change-17,511 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 17,407
Change-17,407 (-100%)
Value—
TB Capital Gestao de Recursos Ltda.
N/A
Shares— from 17,329
Change-17,329 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 17,323
Change-17,323 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 17,306
Change-17,306 (-100%)
Value—
Mirova
N/A
Shares— from 17,168
Change-17,168 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 17,112
Change-17,112 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 17,052
Change-17,052 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 17,049
Change-17,049 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,008
Change-17,008 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 16,926
Change-16,926 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 16,791
Change-16,791 (-100%)
Value—
Fremen Capital Management LP
N/A
Shares— from 16,789
Change-16,789 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 16,607
Change-16,607 (-100%)
Value—
Mayar Capital Ltd.
N/A
Shares— from 16,602
Change-16,602 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 16,578
Change-16,578 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 16,563
Change-16,563 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 16,507
Change-16,507 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 16,472
Change-16,472 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 16,439
Change-16,439 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 16,392
Change-16,392 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 16,300
Change-16,300 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 16,220
Change-16,220 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 16,213
Change-16,213 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 16,207
Change-16,207 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 16,172
Change-16,172 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 16,104
Change-16,104 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 16,098
Change-16,098 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 16,013
Change-16,013 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 15,992
Change-15,992 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 15,727
Change-15,727 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 15,636
Change-15,636 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 15,409
Change-15,409 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 15,087
Change-15,087 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 15,025
Change-15,025 (-100%)
Value—
Arrow Capital Management, LLC
N/A
Shares— from 15,020
Change-15,020 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 14,930
Change-14,930 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,737
Change-14,737 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 14,684
Change-14,684 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 14,605
Change-14,605 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 14,595
Change-14,595 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 14,484
Change-14,484 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 14,399
Change-14,399 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 14,396
Change-14,396 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 14,371
Change-14,371 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,361
Change-14,361 (-100%)
Value—
Untitled Investments LP
N/A
Shares— from 14,240
Change-14,240 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 14,063
Change-14,063 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 14,028
Change-14,028 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 13,721
Change-13,721 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 13,685
Change-13,685 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 13,586
Change-13,586 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 13,581
Change-13,581 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 13,335
Change-13,335 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 13,266
Change-13,266 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 13,261
Change-13,261 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 13,229
Change-13,229 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
Bitwise Funds Trust
N/A
Shares— from 13,029
Change-13,029 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,995
Change-12,995 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 12,995
Change-12,995 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 12,986
Change-12,986 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 12,935
Change-12,935 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 12,873
Change-12,873 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 12,715
Change-12,715 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 12,704
Change-12,704 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 12,634
Change-12,634 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 12,581
Change-12,581 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 12,579
Change-12,579 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 12,555
Change-12,555 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,547
Change-12,547 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 12,523
Change-12,523 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 12,523
Change-12,523 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 12,506
Change-12,506 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 12,492
Change-12,492 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 12,409
Change-12,409 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 12,258
Change-12,258 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 12,236
Change-12,236 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 12,188
Change-12,188 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 12,150
Change-12,150 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 11,942
Change-11,942 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 11,738
Change-11,738 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 11,638
Change-11,638 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 11,515
Change-11,515 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 11,507
Change-11,507 (-100%)
Value—
KP Management LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 11,411
Change-11,411 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 11,267
Change-11,267 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 11,242
Change-11,242 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 11,202
Change-11,202 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 11,171
Change-11,171 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,057
Change-11,057 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 10,923
Change-10,923 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 10,882
Change-10,882 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,858
Change-10,858 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 10,803
Change-10,803 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 10,637
Change-10,637 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 10,562
Change-10,562 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 10,546
Change-10,546 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 10,542
Change-10,542 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 10,510
Change-10,510 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 10,439
Change-10,439 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 10,391
Change-10,391 (-100%)
Value—
Grafton Street Partners Management Company, LLC
N/A
Shares— from 10,365
Change-10,365 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 10,340
Change-10,340 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 10,184
Change-10,184 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 10,133
Change-10,133 (-100%)
Value—
Bank OZK
N/A
Shares— from 10,105
Change-10,105 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 10,078
Change-10,078 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 10,074
Change-10,074 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,038
Change-10,038 (-100%)
Value—
Winmill & Co. Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 9,879
Change-9,879 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 9,782
Change-9,782 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 9,695
Change-9,695 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 9,681
Change-9,681 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 9,677
Change-9,677 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,662
Change-9,662 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 9,579
Change-9,579 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 9,573
Change-9,573 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 9,506
Change-9,506 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,454
Change-9,454 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 9,385
Change-9,385 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 9,376
Change-9,376 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 9,143
Change-9,143 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 9,130
Change-9,130 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 9,108
Change-9,108 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 9,062
Change-9,062 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 9,011
Change-9,011 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 8,954
Change-8,954 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 8,901
Change-8,901 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 8,896
Change-8,896 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 8,839
Change-8,839 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 8,823
Change-8,823 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 8,786
Change-8,786 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,754
Change-8,754 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,708
Change-8,708 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 8,698
Change-8,698 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,516
Change-8,516 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 8,466
Change-8,466 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,464
Change-8,464 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 8,449
Change-8,449 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,446
Change-8,446 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 8,297
Change-8,297 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 7,997
Change-7,997 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 7,880
Change-7,880 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 7,864
Change-7,864 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 7,852
Change-7,852 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 7,840
Change-7,840 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 7,769
Change-7,769 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 7,719
Change-7,719 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 7,702
Change-7,702 (-100%)
Value—
Simmons Bank
N/A
Shares— from 7,689
Change-7,689 (-100%)
Value—
American Trust
N/A
Shares— from 7,645
Change-7,645 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 7,634
Change-7,634 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 7,627
Change-7,627 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 7,605
Change-7,605 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 7,601
Change-7,601 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 7,548
Change-7,548 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 7,533
Change-7,533 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 7,516
Change-7,516 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 7,508
Change-7,508 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 7,464
Change-7,464 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 7,451
Change-7,451 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 7,417
Change-7,417 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 7,408
Change-7,408 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 7,404
Change-7,404 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 7,377
Change-7,377 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 7,367
Change-7,367 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 7,358
Change-7,358 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 7,357
Change-7,357 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 7,356
Change-7,356 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 7,340
Change-7,340 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 7,263
Change-7,263 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 7,232
Change-7,232 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 7,205
Change-7,205 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 7,160
Change-7,160 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 7,051
Change-7,051 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 7,042
Change-7,042 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 7,003
Change-7,003 (-100%)
Value—
S&G Foundation
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 6,971
Change-6,971 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,951
Change-6,951 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 6,929
Change-6,929 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 6,891
Change-6,891 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,885
Change-6,885 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 6,780
Change-6,780 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,759
Change-6,759 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 6,741
Change-6,741 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 6,585
Change-6,585 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 6,517
Change-6,517 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,434
Change-6,434 (-100%)
Value—
Sentinel Dome Partners, LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,249
Change-6,249 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 6,239
Change-6,239 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 6,177
Change-6,177 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
Dockside LLC
N/A
Shares— from 6,017
Change-6,017 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 5,780
Change-5,780 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Boston Partners
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Optas, LLC
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 5,504
Change-5,504 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 5,463
Change-5,463 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 5,387
Change-5,387 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 5,322
Change-5,322 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 5,293
Change-5,293 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 5,287
Change-5,287 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 5,026
Change-5,026 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 4,981
Change-4,981 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 4,937
Change-4,937 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 4,833
Change-4,833 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Lagoda Investment Management, L.P.
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Ketron Financial
N/A
Shares— from 4,532
Change-4,532 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,217
Change-4,217 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Pragma Gestao de Patrimonio LTD
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,964
Change-3,964 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 3,957
Change-3,957 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,925
Change-3,925 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,631
Change-3,631 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,403
Change-3,403 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 3,043
Change-3,043 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,004
Change-3,004 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 2,947
Change-2,947 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 2,478
Change-2,478 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Maren Capital LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
SMA Capital LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
FJ Capital Management LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
AXA S.A.
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,117
Change-1,117 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Motco
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Kanen Wealth Management LLCA
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 999
Change-999 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 989
Change-989 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 977
Change-977 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 976
Change-976 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 948
Change-948 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 946
Change-946 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 945
Change-945 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 944
Change-944 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 928
Change-928 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 910
Change-910 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 909
Change-909 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 909
Change-909 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 903
Change-903 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 889
Change-889 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 872
Change-872 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 867
Change-867 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 856
Change-856 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 839
Change-839 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 831
Change-831 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 822
Change-822 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 803
Change-803 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 802
Change-802 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 785
Change-785 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 777
Change-777 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 756
Change-756 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 747
Change-747 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 746
Change-746 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 741
Change-741 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 735
Change-735 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 726
Change-726 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 718
Change-718 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 718
Change-718 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 700
Change-700 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 695
Change-695 (-100%)
Value—
CNB Bank
N/A
Shares— from 686
Change-686 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 665
Change-665 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 662
Change-662 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 656
Change-656 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 655
Change-655 (-100%)
Value—
Motley Fool Wealth Management, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 643
Change-643 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 641
Change-641 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 640
Change-640 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 639
Change-639 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 638
Change-638 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 635
Change-635 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 629
Change-629 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 628
Change-628 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
United Bank
N/A
Shares— from 615
Change-615 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
Members Trust Co
N/A
Shares— from 596
Change-596 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 593
Change-593 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 586
Change-586 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Centennial Bank
N/A
Shares— from 565
Change-565 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 561
Change-561 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 528
Change-528 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 526
Change-526 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 518
Change-518 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 518
Change-518 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 517
Change-517 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 513
Change-513 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 508
Change-508 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 505
Change-505 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 504
Change-504 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 502
Change-502 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 500
Change-500 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 494
Change-494 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 490
Change-490 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 489
Change-489 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 486
Change-486 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 485
Change-485 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 481
Change-481 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 477
Change-477 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 476
Change-476 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 472
Change-472 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 463
Change-463 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 462
Change-462 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 461
Change-461 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 460
Change-460 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 458
Change-458 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 456
Change-456 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 454
Change-454 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 453
Change-453 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 445
Change-445 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 445
Change-445 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 436
Change-436 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 434
Change-434 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 427
Change-427 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 427
Change-427 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 421
Change-421 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 416
Change-416 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 415
Change-415 (-100%)
Value—
S&T Bank
N/A
Shares— from 413
Change-413 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 413
Change-413 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 399
Change-399 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 395
Change-395 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 394
Change-394 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 365
Change-365 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 364
Change-364 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 321
Change-321 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 311
Change-311 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 309
Change-309 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 296
Change-296 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 278
Change-278 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 275
Change-275 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 270
Change-270 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 236
Change-236 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 203
Change-203 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 200
Change-200 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 171
Change-171 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 159
Change-159 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 153
Change-153 (-100%)
Value—
OV Management LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 146
Change-146 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 144
Change-144 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 131
Change-131 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 129
Change-129 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 113
Change-113 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 91
Change-91 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 75
Change-75 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 73
Change-73 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 71
Change-71 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 70
Change-70 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 67
Change-67 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 38
Change-38 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 38
Change-38 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Quarry LP
N/A
Shares— from 30
Change-30 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Rogco, LP
N/A
Shares— from 25
Change-25 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 23
Change-23 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 22
Change-22 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 11
Change-11 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 9
Change-9 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 4
Change-4 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2
Change-2 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Mastercard Foundation Asset Management Corp
DECREASED57,440,97460,347,774-2,906,800-5%$31.0B$31.7B+$682.4M2026-10-28
Geode Capital Management, LLC
INCREASED21,595,69721,512,085+83,612+0%$11.0B$11.9B+$856.5M2026-11-06
Bank of New York Mellon Corp
DECREASED6,670,2516,976,165-305,914-4%$3.6B$3.7B+$95.5M2026-11-05
Fisher Asset Management, LLC
INCREASED4,386,1194,357,285+28,834+1%$2.2B$2.4B+$180.9M2026-11-06
Dimensional Fund Advisors LP
INCREASED4,291,9714,265,521+26,450+1%$2.2B$2.4B+$176.4M2026-11-04
Deutsche Bank Ag\
INCREASED3,992,3043,678,859+313,445+9%$1.9B$2.2B+$312.2M2026-11-06
Amundi
DECREASED3,508,6063,626,416-117,810-3%$1.9B$1.9B+$72.4M2026-11-06
Temasek Holdings (Private) Ltd
DECREASED3,098,3133,253,602-155,289-5%$1.7B$1.7B+$37.6M2026-10-28
Sanders Capital, LLC
INCREASED2,941,9512,330,359+611,592+26%$1.2B$1.6B+$425.5M2026-11-02
Principal Financial Group Inc
DECREASED2,121,7362,356,440-234,704-10%$1.2B$1.2B-$40.2M2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,097,4051,984,858+112,547+6%$1.0B$1.2B+$137.2M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED2,092,0742,089,732+2,342+0%$1.1B$1.2B+$80.4M2026-10-29
Russell Investments Group, Ltd.
INCREASED2,020,9601,977,565+43,395+2%$1.0B$1.1B+$101.1M2026-11-06
Swedbank AB
INCREASED1,865,3101,593,645+271,665+17%$818.5M$1.0B+$210.2M2026-10-27
Barclays PLC
DECREASED1,798,4231,998,942-200,519-10%$1.0B$991.8M-$34.9M2026-11-06
PineStone Asset Management Inc.
DECREASED1,788,7721,832,012-43,240-2%$940.9M$986.5M+$45.5M2026-10-16
Fiera Capital Corp
DECREASED1,620,9871,703,303-82,316-5%$874.8M$893.9M+$19.1M2026-11-06
Parnassus Investments, LLC
INCREASED1,588,1241,580,278+7,846+1%$811.6M$875.8M+$64.2M2026-10-22
Pictet Asset Management Holding SA
INCREASED1,552,2221,243,705+308,517+25%$638.7M$856.4M+$217.7M2026-11-03
DekaBank Deutsche Girozentrale
INCREASED1,444,1201,322,367+121,753+9%$658.3K$812.7K+$154.4K2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED1,371,2311,379,579-8,348-1%$708.6M$756.2M+$47.6M2026-10-23
Rothschild & Co Wealth Management UK Ltd
DECREASED1,337,3411,349,278-11,937-1%$693.0M$737.5M+$44.5M2026-10-20
Citigroup Inc
INCREASED1,090,241934,262+155,979+17%$479.8M$601.2M+$121.4M2026-11-04
LPL Financial LLC
DECREASED1,002,6221,068,427-65,805-6%$548.7M$552.9M+$4.2M2026-11-06
Veritas Asset Management LLP
DECREASED968,776995,345-26,569-3%$511.2M$534.3M+$23.0M2026-11-05
Ninety One UK Ltd
INCREASED925,186745,304+179,882+24%$382.8M$510.2M+$127.4M2026-10-15
Banque Pictet & CIE SA
INCREASED898,221898,136+85+0%$461.3M$495.3M+$34.1M2026-10-16
Mirova US LLC
DECREASED865,281924,618-59,337-6%$474.9M$477.2M+$2.3M2026-11-05
PNC Financial Services Group, Inc.
INCREASED854,032846,633+7,399+1%$434.8M$471.0M+$36.1M2026-11-06
US Bancorp \de\
DECREASED851,055856,617-5,562-1%$440.0M$469.3M+$29.4M2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
DECREASED831,824839,622-7,798-1%$430.8M$459.9M+$29.0M2026-10-29
Fifth Third Bancorp
DECREASED830,162838,981-8,819-1%$430.9M$457.8M+$26.9M2026-11-05
Robeco Institutional Asset Management B.V.
DECREASED825,975950,119-124,144-13%$488.0M$455.5M-$32.5M2026-10-20
Vontobel Holding Ltd.
DECREASED718,700851,448-132,748-16%$437.3M$396.3M-$41.0M2026-10-16
William Blair Investment Management, LLC
DECREASED707,647918,005-210,358-23%$471.5M$390.2M-$81.2M2026-11-06
Sarasin & Partners LLP
DECREASED669,023673,122-4,099-1%$345.7M$368.9M+$23.2M2026-10-13
Metropolis Capital Ltd
DECREASED632,813717,113-84,300-12%$358.3M$349.0M-$9.3M2026-10-20
New York State Teachers Retirement System
DECREASED605,618620,773-15,155-2%$318.8M$334.0K-$318.5M2026-10-22
PFA Pension, Forsikringsaktieselskab
DECREASED551,956553,758-1,8020%$284.4M$304.4M+$20.0M2026-11-06
Alecta Tjanstepension Omsesidigt
UNCHANGED540,360540,36000%$277.4M$298.0M+$20.5M2026-11-02
Flossbach VON Storch SE
DECREASED515,192535,581-20,389-4%$275.1M$284.1M+$9.0M2026-10-28
Aberdeen Group plc
DECREASED512,791871,476-358,685-41%$447.6M$271.8M-$175.8M2026-11-06
Cardano Risk Management B.V.
INCREASED466,705385,332+81,373+21%$197.9K$257.4K+$59.5K2026-10-20
MacKenzie Financial Corp
DECREASED452,542769,690-317,148-41%$395.3M$249.6M-$145.7M2026-11-02
UniSuper Management Pty Ltd
DECREASED448,799451,107-2,308-1%$231.7M$247.5M+$15.8M2026-10-26
KBC Group NV
INCREASED438,193431,110+7,083+2%$221.4M$241.7K-$221.2M2026-10-22
Allspring Global Investments Holdings, LLC
INCREASED408,161365,309+42,852+12%$190.9M$224.5M+$33.6M2026-11-04
Keybank National Association
DECREASED403,962409,893-5,931-1%$210.5M$222.8M+$12.3M2026-11-04
Asset Management One Co., Ltd.
DECREASED392,191395,840-3,649-1%$203.3M$216.3M+$13.0M2026-10-27
SEB Asset Management AB
DECREASED386,604445,197-58,593-13%$228.7M$213.2M-$15.5M2026-11-04
Candriam S.C.A.
INCREASED381,098378,834+2,264+1%$194.4M$210.9M+$16.6M2026-11-03
Mawer Investment Management Ltd.
DECREASED380,943434,186-53,243-12%$223.0M$210.1M-$12.9M2026-11-06
Retirement Systems of Alabama
INCREASED359,188359,125+63+0%$184.4M$198.1M+$13.6M2026-11-04
Egerton Capital (UK) LLP
DECREASED347,692363,490-15,798-4%$186.7M$191.7M+$5.1M2026-10-20
Creative Planning
INCREASED337,223296,884+40,339+14%$152.5M$186.0M+$33.5M2026-11-02
Swiss Life Asset Management Ltd
INCREASED334,657269,841+64,816+24%$138.6M$184.6M+$46.0M2026-11-03
MFF Capital Investments Ltd
UNCHANGED330,119330,11900%$169.5M$182.1M+$12.5M2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED326,721349,732-23,011-7%$179.6M$180.2M+$554.5K2026-10-15
Strs Ohio
DECREASED313,040325,011-11,971-4%$166.9M$172.6M+$5.7M2026-10-30
Davenport & Co LLC
DECREASED297,111303,897-6,786-2%$155.8M$164.7M+$8.9M2026-10-14
Montrusco Bolton Investments Inc.
DECREASED286,931468,356-181,425-39%$240.5M$158.2M-$82.3M2026-10-13
Canoe Financial LP
DECREASED286,138295,001-8,863-3%$151.5M$157.4M+$5.9M2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
DECREASED281,044345,377-64,333-19%$177.4M$155.0K-$177.2M2026-10-22
Nykredit A/S
DECREASED280,614280,704-900%$144.2M$154.8M+$10.6M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED263,486234,829+28,657+12%$120.6M$145.3M+$24.7M2026-11-03
State of New Jersey Common Pension Fund D
DECREASED262,343265,026-2,683-1%$136.1M$144.7M+$8.6M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED252,330234,497+17,833+8%$96.4M$115.5M+$19.1M2026-10-13
Nisa Investment Advisors, LLC
DECREASED249,037252,209-3,172-1%$129.5M$137.3M+$7.8M2026-10-20
Cryder Capital Partners LLP
UNCHANGED245,819245,81900%$126.3M$135.6M+$9.3M2026-11-03
Calamos Advisors LLC
INCREASED242,725238,960+3,765+2%$122.7M$133.9M+$11.1M2026-11-02
Assenagon Asset Management S.A.
DECREASED241,045860,011-618,966-72%$441.7M$132.9M-$308.8M2026-10-15
Mn Services Vermogensbeheer B.V.
INCREASED240,974238,574+2,400+1%$122.5M$132.9K-$122.4M2026-10-08
CIBC Asset Management Inc
INCREASED240,065232,685+7,380+3%$119.5M$132.3M+$12.8M2026-11-05
Xponance LLC
INCREASED234,221229,675+4,546+2%$118.0M$129.2M+$11.2M2026-11-03
State of Michigan Retirement System
DECREASED234,181237,681-3,500-1%$122.1M$129.1M+$7.1M2026-10-27
Assetmark, Inc
DECREASED233,816250,522-16,706-7%$128.7M$128.9M+$274.7K2026-10-21
Alphinity Investment Management Pty Ltd
INCREASED233,01811,743+221,275+1884%$6.0M$128.5M+$122.5M2026-11-02
Czech National Bank
INCREASED232,331229,667+2,664+1%$118.0M$128.1M+$10.2M2026-10-13
Arizona State Retirement System
INCREASED229,512227,208+2,304+1%$116.7M$126.6M+$9.9M2026-11-03
Truist Financial Corp
DECREASED229,176238,146-8,970-4%$122.3M$126.4M+$4.1M2026-10-30
Sustainable Growth Advisers, LP
DECREASED220,367379,868-159,501-42%$195.1M$121.5M-$73.6M2026-10-15
Commonwealth Equity Services, LLC
DECREASED208,005214,090-6,085-3%$110.0M$114.7M+$4.8M2026-11-02
Markel Group Inc.
UNCHANGED207,540207,54000%$106.6M$114.5M+$7.9M2026-10-30
Guardcap Asset Management Ltd
DECREASED205,392222,508-17,116-8%$114.4M$112.9M-$1.5M2026-11-06
Daiwa Securities Group Inc.
INCREASED202,591188,121+14,470+8%$96.6M$111.7M+$15.1M2026-10-29
Eurizon Capital SGR S.p.A.
INCREASED202,015169,500+32,515+19%$87.0M$111.7M+$24.7M2026-11-06
ABN Amro Investment Solutions
INCREASED200,178184,520+15,658+8%$94.8M$110.4M+$15.6M2026-10-21
IFM Investors Pty Ltd
INCREASED191,460186,658+4,802+3%$95.9M$105.6M+$9.7M2026-10-14
ProShare Advisors LLC
DECREASED184,501185,290-7890%$95.2M$101.7M+$6.6M2026-10-29
Citizens Financial Group Inc
DECREASED183,845184,306-4610%$94.7M$101.4M+$6.7M2026-10-23
Glenview Trust Co
INCREASED181,111180,527+584+0%$92.7M$99.9M+$7.2M2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED178,648178,216+432+0%$91.5M$98.5M+$7.0M2026-11-03
M&G Plc
DECREASED178,354182,375-4,021-2%$93.7M$98.3M+$4.5M2026-11-04
Border to Coast Pensions Partnership Ltd
INCREASED175,361139,844+35,517+25%$71.8M$96.6K-$71.7M2026-10-09
TD Waterhouse Canada Inc.
INCREASED173,367172,768+599+0%$90.3M$95.5M+$5.2M2026-10-16
Argent Capital Management LLC
DECREASED172,987179,705-6,718-4%$92.3M$95.4M+$3.1M2026-10-05
Douglas Lane & Associates, LLC
DECREASED169,335175,065-5,730-3%$89.9M$93.4M+$3.5M2026-10-09
Amalgamated Bank
DECREASED169,038172,431-3,393-2%$88.6M$93.2K-$88.5M2026-10-23
B. Metzler seel. Sohn & Co. AG
INCREASED168,076166,934+1,142+1%$85.7M$92.7M+$7.0M2026-10-30
Schwartz Investment Counsel Inc
DECREASED165,882183,474-17,592-10%$94.2M$91.5M-$2.8M2026-10-26
iA Global Asset Management Inc.
DECREASED163,255235,496-72,241-31%$121.0M$90.0K-$120.9M2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED156,515164,539-8,024-5%$84.5M$86.3M+$1.8M2026-10-19
OP Asset Management Ltd
INCREASED150,963112,285+38,678+34%$57.7M$83.3M+$25.6M2026-11-05
Neos Investment Management LLC
INCREASED150,899132,660+18,239+14%$68.1M$83.2M+$15.1M2026-11-04
Guyasuta Investment Advisors Inc
DECREASED148,630149,615-985-1%$76.8M$82.0M+$5.1M2026-10-15
Cullen T Bankers, Inc.
DECREASED148,464155,399-6,935-4%$79.8M$81.9M+$2.1M2026-10-28
Chicago Capital, LLC
INCREASED147,976147,457+519+0%$75.7M$81.6M+$5.9M2026-10-13
Nichols & Pratt Advisers LLP
DECREASED147,202147,633-4310%$75.8M$81.0M+$5.1M2026-10-13
Reynders McVeigh Capital Management, LLC
INCREASED145,787141,828+3,959+3%$72.8M$80.4M+$7.6M2026-10-30
Rakuten Investment Management, Inc.
INCREASED145,308132,660+12,648+10%$67.6M$81.9M+$14.3M2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
DECREASED144,108165,300-21,192-13%$84.9M$79.5M-$5.4M2026-10-30
J. Safra Sarasin Holding AG
DECREASED143,411146,433-3,022-2%$73.7M$73.6M-$97.5K2026-10-26
Seilern Investment Management Ltd
DECREASED142,816169,410-26,594-16%$87.0M$78.8M-$8.3M2026-10-13
Troy Asset Management Ltd
INCREASED140,947138,720+2,227+2%$71.2M$77.7M+$6.5M2026-10-28
Carnegie Investment Counsel
DECREASED137,076140,541-3,465-2%$69.8M$73.1M+$3.2M2026-10-20
King Luther Capital Management Corp
DECREASED133,137142,699-9,562-7%$73.3M$73.4M+$130.9K2026-11-05
TrinityBridge Ltd
DECREASED133,027134,254-1,227-1%$68.9M$73.4K-$68.9M2026-10-30
Coronation Fund Managers Ltd.
DECREASED132,285147,028-14,743-10%$75.5M$73.0M-$2.6M2026-10-27
Thrivent Financial for Lutherans
INCREASED130,051105,131+24,920+24%$54.0M$71.7K-$53.9M2026-11-05
Value Partners Investments Inc.
INCREASED126,492126,217+275+0%$64.7M$69.8M+$5.1M2026-10-19
Regions Financial Corp
INCREASED125,895125,847+48+0%$64.6M$69.4M+$4.8M2026-11-05
Heritage Investors Management Corp
DECREASED125,825129,425-3,600-3%$66.5M$69.4K-$66.4M2026-10-29
Confluence Investment Management LLC
DECREASED125,090136,514-11,424-8%$70.1M$69.0M-$1.1M2026-10-01
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED121,886120,228+1,658+1%$61.7M$67.2M+$5.5M2026-10-20
Nicholas Company, Inc.
DECREASED120,715120,785-700%$62.0M$66.6M+$4.5M2026-11-05
New York Life Investment Management LLC
INCREASED120,165120,113+52+0%$61.7M$66.3M+$4.6M2026-11-04
Obermeyer Wealth Partners
DECREASED114,662116,920-2,258-2%$60.0M$63.2M+$3.2M2026-10-21
Sather Financial Group Inc
INCREASED113,798108,715+5,083+5%$55.8M$62.8M+$6.9M2026-10-30
Crossmark Global Holdings, Inc.
DECREASED113,079116,020-2,941-3%$59.6M$62.4M+$2.8M2026-10-21
Lido Advisors, LLC
INCREASED111,672101,369+10,303+10%$52.1M$61.6M+$9.5M2026-11-04
Raiffeisen Bank International AG
DECREASED111,417133,678-22,261-17%$68.1M$62.8M-$5.3M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED109,312117,936-8,624-7%$60.6M$60.3K-$60.5M2026-11-02
LBP AM SA
DECREASED105,749341,055-235,306-69%$175.2M$58.3M-$116.8M2026-11-06
Ethic Inc.
INCREASED105,10796,299+8,808+9%$49.5M$58.0M+$8.5M2026-11-03
Oppenheimer Asset Management Inc.
DECREASED104,502109,201-4,699-4%$56.1M$57.6M+$1.5M2026-10-27
Wendell David Associates Inc
DECREASED104,440108,351-3,911-4%$55.6M$57.6K-$55.6M2026-10-27
State of Alaska, Department of Revenue
DECREASED103,436105,897-2,461-2%$54.4M$57.0K-$54.3M2026-10-15
Hyperion Asset Management Ltd
DECREASED102,628142,097-39,469-28%$73.0M$56.6M-$16.4M2026-10-20
Santa Monica Partners LP
UNCHANGED102,170102,17000%$52.5M$56.3K-$52.4M2026-10-27
Jefferies Financial Group Inc.
DECREASED100,304107,074-6,770-6%$55.0M$55.3M+$321.2K2026-11-05
Oregon Public Employees Retirement Fund
INCREASED99,42099,215+205+0%$51.0M$54.8M+$3.9M2026-10-30
UMB Bank, n.a.
DECREASED99,346102,035-2,689-3%$52.4M$54.8M+$2.4M2026-11-06
ASR Vermogensbeheer N.V.
INCREASED99,20295,023+4,179+4%$48.8M$54.7M+$5.9M2026-10-16
Formuepleje A/S
DECREASED99,173124,251-25,078-20%$63.8M$54.7M-$9.1M2026-10-15
Academy Capital Management
DECREASED97,19899,456-2,258-2%$51.1M$53.6M+$2.5M2026-11-05
Cambiar Investors LLC
DECREASED96,52499,157-2,633-3%$50.9M$53.2M+$2.3M2026-11-04
Bath Savings Trust Co
DECREASED96,08296,647-565-1%$49.6M$53.0M+$3.3M2026-10-07
Achmea Investment Management B.V.
INCREASED94,94650,710+44,236+87%$26.0M$52.4M+$26.4M2026-10-30
Motley Fool Asset Management LLC
DECREASED94,83894,969-1310%$48.8M$52.3M+$3.5M2026-10-27
Kestra Advisory Services, LLC
INCREASED92,67384,523+8,150+10%$43.4M$51.1M+$7.7M2026-11-02
Mutual of America Capital Management LLC
DECREASED90,99491,516-522-1%$47.0M$50.2M+$3.2M2026-10-23
Meitav Investment House LTD
INCREASED89,56189,548+13+0%$46.0M$49.5M+$3.5M2026-10-28
Savant Capital, LLC
INCREASED89,52769,924+19,603+28%$37.4M$49.4M+$12.0M2026-11-06
Busey Bank
DECREASED86,33387,580-1,247-1%$45.0M$47.6M+$2.6M2026-10-26
Virginia Retirement Systems ET Al
DECREASED85,322101,082-15,760-16%$51.9M$47.1M-$4.9M2026-10-28
Tokio Marine Asset Management Co LTD
DECREASED85,16188,248-3,087-3%$45.3M$47.0M+$1.6M2026-10-26
Crestwood Advisors Group, LLC
INCREASED84,33482,614+1,720+2%$42.4M$46.5M+$4.1M2026-10-27
Guinness Asset Management LTD
INCREASED83,17683,172+40%$42.7M$45.9M+$3.2M2026-11-05
Generali Asset Management SPA SGR
INCREASED82,74982,628+121+0%$42.4M$45.6M+$3.2M2026-10-26
Vest Financial, LLC
DECREASED82,568101,584-19,016-19%$52.2M$45.5M-$6.6M2026-10-21
Fisher Funds Management LTD
DECREASED82,547175,563-93,016-53%$90.2M$45.5M-$44.6M2026-10-13
OFI Invest Asset Management
DECREASED81,65387,053-5,400-6%$39.4M$40.0M+$545.3K2026-11-06
Beacon Investment Advisory Services, Inc.
DECREASED81,59385,132-3,539-4%$43.7M$45.0M+$1.3M2026-10-13
Rockland Trust Co
INCREASED81,39276,641+4,751+6%$39.4M$44.9M+$5.5M2026-10-05
E. Ohman J:or Asset Management AB
DECREASED81,36791,500-10,133-11%$47.0M$44.9M-$2.1M2026-10-22
AIA Group Ltd
DECREASED81,25589,307-8,052-9%$45.9M$44.8M-$1.1M2026-10-30
Cincinnati Insurance Co
UNCHANGED81,00081,00000%$41.6M$44.7M+$3.1M2026-11-03
Munich Reinsurance Co Stock Corp in Munich
DECREASED79,89584,816-4,921-6%$43.6M$44.1M+$498.2K2026-10-30
Yousif Capital Management, LLC
DECREASED79,82780,030-2030%$41.1M$44.0M+$2.9M2026-10-22
Maple Capital Management, Inc.
DECREASED79,59781,719-2,122-3%$42.0M$43.9M+$1.9M2026-11-02
Florida Trust Wealth Management Co
DECREASED78,09279,566-1,474-2%$40.9M$43.1M+$2.2M2026-11-05
Waycross Partners, LLC
INCREASED77,46472,599+4,865+7%$37.3M$42.7M+$5.4M2026-11-03
Apollon Wealth Management, LLC
DECREASED76,85083,676-6,826-8%$43.0M$42.4M-$595.4K2026-10-23
BSN Capital Partners Ltd
NEW76,550—+76,550——$43.5M—2026-10-23
Avanza Fonder AB
INCREASED76,49068,939+7,551+11%$35.4M$42.2M+$6.8M2026-10-13
Aegon Asset Management UK PLC
INCREASED75,89462,501+13,393+21%$32.1M$41.9M+$9.8M2026-11-04
Moody Lynn Lieberson & Walker, LLC
DECREASED75,00875,190-1820%$38.6M$41.4M+$2.7M2026-10-14
Barr E S & Co
INCREASED74,12170,930+3,191+5%$36.4M$40.9M+$4.4M2026-11-06
WestEnd Advisors, LLC
INCREASED73,12770,507+2,620+4%$36.2M$40.3M+$4.1M2026-10-27
Illinois Municipal Retirement Fund
INCREASED72,12870,111+2,017+3%$36.0M$39.8M+$3.8M2026-11-05
Tandem Investment Advisors, Inc.
DECREASED71,23885,826-14,588-17%$44.1M$39.3M-$4.8M2026-11-04
Alps Advisors Inc
DECREASED70,60173,117-2,516-3%$37.6M$38.9M+$1.4M2026-11-03
Kimelman & Baird, LLC
DECREASED69,73670,256-520-1%$36.1M$38.5M+$2.4M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED68,79543,352+25,443+59%$22.3M$37.9M+$15.7M2026-10-16
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED68,10068,10000%$35.0M$37.6M+$2.6M2026-10-28
JIA Investment Alliance Pte. Ltd.
UNCHANGED67,30067,30000%$34.6M$37.1M+$2.5M2026-10-06
AMI Asset Management Corp
DECREASED66,62768,431-1,804-3%$35.1M$36.7M+$1.6M2026-10-20
Archon Partners LLC
UNCHANGED66,50066,50000%$34.2M$36.7M+$2.5M2026-10-26
Beese Fulmer Investment Management, Inc.
DECREASED66,22366,426-2030%$34.1M$36.5M+$2.4M2026-10-23
Allen Operations LLC
UNCHANGED65,55365,55300%$33.7M$36.2M+$2.5M2026-11-03
Manitou Investment Management Ltd.
DECREASED65,30466,380-1,076-2%$34.1M$36.0M+$1.9M2026-10-15
Ninety One North America, Inc.
DECREASED64,070106,189-42,119-40%$54.5M$35.3M-$19.2M2026-10-15
Oppenheimer & Co Inc
INCREASED64,01161,676+2,335+4%$31.7M$35.3M+$3.6M2026-10-26
Allworth Financial LP
INCREASED63,02246,899+16,123+34%$24.1M$32.4M+$8.3M2026-11-06
Gulf International Bank (UK) Ltd
DECREASED62,36264,362-2,000-3%$33.1M$34.4K-$33.0M2026-10-20
Union Bancaire Privee, UBP SA
DECREASED61,57763,175-1,598-3%$38.5M$43.0M+$4.5M2026-11-04
Braun Stacey Associates Inc
INCREASED61,21260,778+434+1%$31.2M$33.8M+$2.5M2026-10-19
Alta Capital Management LLC/
DECREASED60,38571,468-11,083-16%$36.7M$33.3M-$3.4M2026-10-26
Atwood & Palmer Inc
INCREASED59,83259,733+99+0%$30.7M$33.0M+$2.3M2026-10-08
Clearstead Advisors, LLC
INCREASED58,48857,433+1,055+2%$29.5M$32.3M+$2.8M2026-11-06
Lincoln Capital LLC
DECREASED58,24658,458-2120%$30.0M$32.3M+$2.2M2026-10-09
Norris Perne & French LLP
DECREASED57,78959,090-1,301-2%$30.3M$31.9M+$1.5M2026-10-23
Smith Salley Wealth Management
INCREASED57,33550,371+6,964+14%$25.9M$31.6M+$5.7M2026-11-03
HB Wealth Management, LLC
INCREASED56,00253,388+2,614+5%$27.4M$30.9M+$3.5M2026-10-23
Trust Co of Vermont
DECREASED55,99056,288-298-1%$28.9M$30.9M+$2.0M2026-10-21
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED55,813121,692-65,879-54%$62.5M$30.8M-$31.7M2026-11-06
Generate Investment Management Ltd
DECREASED55,49056,338-848-2%$28.9M$30.6M+$1.7M2026-10-14
Associated Banc-Corp
DECREASED55,35156,369-1,018-2%$29.0M$30.5M+$1.6M2026-10-30
Bokf, NA
DECREASED55,13556,311-1,176-2%$28.9M$30.4M+$1.5M2026-10-27
Birch Hill Investment Advisors LLC
DECREASED54,35457,479-3,125-5%$29.5M$30.0M+$453.4K2026-10-16
Suncoast Equity Management
DECREASED53,75055,430-1,680-3%$28.5M$29.6M+$1.2M2026-11-03
JLB & Associates Inc
DECREASED53,25454,083-829-2%$27.8M$27.4M-$425.8K2026-10-27
Vise Technologies, Inc.
INCREASED52,02840,445+11,583+29%$20.8M$28.7M+$7.9M2026-10-29
Sapient Capital LLC
DECREASED51,87952,544-665-1%$27.0M$28.6M+$1.6M2026-10-08
NorthCrest Asset Manangement, LLC
DECREASED51,36351,737-374-1%$27.1M$29.5M+$2.5M2026-10-13
Chesley Taft & Associates LLC
INCREASED50,81850,518+300+1%$25.9M$28.0M+$2.1M2026-10-13
Farther Finance Advisors, LLC
INCREASED50,53534,560+15,975+46%$17.7M$27.9M+$10.1M2026-10-08
Pittenger & Anderson Inc
INCREASED50,53149,569+962+2%$25.5M$27.9M+$2.4M2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED49,97349,960+13+0%$26.9M$30.8M+$3.9M2026-10-21
Maryland State Retirement & Pension System
INCREASED49,38443,517+5,867+13%$22.4M$27.2M+$4.9M2026-11-05
Wesbanco Bank Inc
DECREASED48,79254,785-5,993-11%$28.1M$26.9M-$1.2M2026-11-04
Atria Investments, Inc
INCREASED48,70344,252+4,451+10%$22.7M$26.9M+$4.1M2026-10-15
Applied Finance Capital Management, LLC
DECREASED48,24049,689-1,449-3%$25.5M$26.6M+$1.1M2026-11-03
Wilmington Savings Fund Society, FSB
DECREASED48,15249,046-894-2%$25.2M$26.6M+$1.4M2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED48,07342,301+5,772+14%$21.7M$26.5M+$4.8M2026-10-21
Mesirow Financial Investment Management, Inc.
DECREASED47,67548,679-1,004-2%$25.0M$26.3M+$1.3M2026-11-05
Global X Japan Co., Ltd.
DECREASED46,13254,667-8,535-16%$28.1M$25.4M-$2.6M2026-10-21
Prospera Financial Services Inc
INCREASED46,05725,789+20,268+79%$13.3M$29.4M+$16.1M2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED45,70046,310-610-1%$23.8M$25.2M+$1.4M2026-10-21
Marathon Asset Management Ltd
DECREASED45,45859,849-14,391-24%$30.8M$24.9M-$5.8M2026-10-26
Bank Pictet & Cie (Europe) AG
DECREASED45,43445,598-1640%$23.4M$25.1M+$1.6M2026-10-20
Perigon Wealth Management, LLC
INCREASED45,16344,133+1,030+2%$22.7M$24.9M+$2.2M2026-10-22
Cornerstone Advisors, LLC
DECREASED44,71453,857-9,143-17%$27.7M$24.7M-$3.0M2026-11-06
Baker Chad R
INCREASED44,22544,175+50+0%$22.7M$24.4M+$1.7M2026-10-22
United Asset Strategies, Inc.
INCREASED44,02242,976+1,046+2%$22.1M$24.3M+$2.2M2026-10-28
Arbejdsmarkedets Tillaegspension
DECREASED43,80057,640-13,840-24%$29.6M$24.2M-$5.4M2026-10-30
Campbell Newman Asset Management Inc
INCREASED43,37643,288+88+0%$22.2M$23.9M+$1.7M2026-10-22
Hartford Investment Management Co
DECREASED43,31744,629-1,312-3%$22.9M$23.9M+$966.6K2026-11-04
Congress Asset Management Co
INCREASED43,13231,009+12,123+39%$15.9M$23.8M+$7.9M2026-10-06
RIT Capital Partners PLC
DECREASED43,10068,050-24,950-37%$34.9M$23.8M-$11.2M2026-11-05
Harbour Trust & Investment Management Co
DECREASED42,92843,641-713-2%$22.4M$23.7M+$1.3M2026-10-28
71 West Capital Partners
INCREASED42,48841,629+859+2%$21.4M$23.4M+$2.1M2026-11-04
Harvey Investment Co LLC
DECREASED42,47942,689-2100%$21.9M$23.4K-$21.9M2026-10-20
Settian Capital LP
UNCHANGED41,90041,90000%$21.5M$23.1M+$1.6M2026-11-06
Birinyi Associates Inc
DECREASED41,78643,236-1,450-3%$22.2M$23.0K-$22.2M2026-10-28
Everett Harris & Co
INCREASED41,68141,453+228+1%$21.3M$23.0M+$1.7M2026-10-28
Park Avenue Securities LLC
DECREASED41,39241,853-461-1%$21.5M$22.8K-$21.5M2026-10-26
Empire Life Investments Inc.
DECREASED41,19941,642-443-1%$21.4M$22.7M+$1.3M2026-11-06
Equitable Trust Co
DECREASED40,91841,355-437-1%$21.2M$22.6M+$1.3M2026-10-13
New Mexico Educational Retirement Board
UNCHANGED40,61040,61000%$20.9M$22.4K-$20.8M2026-11-05
Parallel Advisors, LLC
INCREASED40,39740,006+391+1%$20.5M$22.3M+$1.7M2026-11-03
Sycomore Asset Management
UNCHANGED39,83439,83400%$19.6K$19.6K$02026-10-26
Louisiana State Employees Retirement System
DECREASED39,80041,200-1,400-3%$21.2M$21.9M+$788.2K2026-10-20
Factory Mutual Insurance Co
DECREASED39,65039,700-500%$20.4M$21.9M+$1.5M2026-10-30
Mogy Joel R Investment Counsel Inc
INCREASED39,52939,465+64+0%$20.3M$21.8M+$1.5M2026-10-13
Pinnacle Associates LTD
DECREASED39,35739,421-640%$20.2M$21.7M+$1.5M2026-10-20
Adell Harriman & Carpenter Inc
INCREASED39,32139,179+142+0%$20.1M$21.7M+$1.6M2026-11-02
OAK Ridge Investments LLC
DECREASED39,25241,131-1,879-5%$21.1M$21.6M+$521.4K2026-10-30
Ag2r LA Mondiale Gestion D'actifs
INCREASED39,12135,994+3,127+9%$18.5M$21.6M+$3.1M2026-10-26
Strategic Planning Group, LLC
INCREASED38,80836,776+2,032+6%$18.9M$21.4M+$2.5M2026-10-22
Abner Herrman & Brock LLC
DECREASED38,43839,267-829-2%$20.2K$21.2K+$1.0K2026-10-20
Nixon Peabody Trust Co
INCREASED38,38337,871+512+1%$19.5M$21.2M+$1.7M2026-10-23
Gateway Investment Advisers LLC
INCREASED37,76033,733+4,027+12%$17.3M$20.8M+$3.5M2026-10-13
D.A. Davidson & Co.
INCREASED37,60636,657+949+3%$18.8M$20.7M+$1.9M2026-10-28
Bright Rock Capital Management, LLC
UNCHANGED37,50037,50000%$19.3M$20.7M+$1.4M2026-10-05
Eagle Global Advisors LLC
INCREASED37,33437,228+106+0%$19.1M$20.6M+$1.5M2026-11-02
Hendershot Investments Inc.
DECREASED36,72137,790-1,069-3%$19.4M$20.3M+$841.6K2026-11-05
Spire Wealth Management
INCREASED36,66833,293+3,375+10%$17.1M$20.2M+$3.1M2026-10-30
Exchange Traded Concepts, LLC
INCREASED36,55931,145+5,414+17%$16.0M$20.2M+$4.2M2026-10-28
CapWealth Advisors, LLC
INCREASED35,59933,251+2,348+7%$17.1M$19.6M+$2.6M2026-10-05
Washington Trust Bank
DECREASED35,45836,022-564-2%$18.5M$19.6M+$1.1M2026-11-03
Merit Financial Group, LLC
INCREASED35,34633,960+1,386+4%$17.4M$19.5M+$2.1M2026-11-06
Westwind Capital
DECREASED35,21738,001-2,784-7%$19.5K$19.4K-$962026-10-08
Adams Diversified Equity Fund, Inc.
UNCHANGED35,06235,06200%$18.0M$19.3M+$1.3M2026-10-21
Kestra Private Wealth Services, LLC
INCREASED33,27530,929+2,346+8%$15.9M$18.4M+$2.5M2026-11-06
Penobscot Investment Management Company, Inc.
DECREASED32,75334,933-2,180-6%$17.9M$18.1M+$120.7K2026-10-26
Central Trust Co
DECREASED32,64633,805-1,159-3%$17.4M$18.0M+$641.3K2026-11-05
Venture Visionary Partners LLC
DECREASED32,40632,625-219-1%$16.8M$17.9M+$1.1M2026-10-07
Willis Investment Counsel
INCREASED31,99530,118+1,877+6%$15.5M$17.6M+$2.2M2026-10-20
Baxter Bros Inc
DECREASED31,26431,319-550%$16.1M$17.2M+$1.2M2026-11-04
Sowell Financial Services LLC
DECREASED31,22032,572-1,352-4%$16.7M$17.2M+$488.1K2026-10-23
Quintet Private Bank (Europe) S.A.
INCREASED30,84828,909+1,939+7%$14.8M$17.0M+$2.2M2026-10-08
Toth Financial Advisory Corp
INCREASED30,65527,746+2,909+10%$14.3M$16.9M+$2.7M2026-10-08
ARS Wealth Advisors Group, LLC
INCREASED30,29430,202+92+0%$15.5M$16.7M+$1.2M2026-10-16
Daymark Wealth Partners, LLC
INCREASED29,73825,164+4,574+18%$12.9M$16.4M+$3.5M2026-11-04
CenterBook Partners LP
DECREASED29,32551,161-21,836-43%$26.3M$16.2M-$10.1M2026-11-02
Moran Wealth Management, LLC
INCREASED28,92328,386+537+2%$14.6M$16.0M+$1.4M2026-10-22
AlphaCore Capital LLC
INCREASED28,43524,195+4,240+18%$12.4M$15.7M+$3.3M2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED28,32231,749-3,427-11%$16.3M$15.6M-$687.6K2026-10-20
Fulcrum Capital LLC
INCREASED28,31027,611+699+3%$14.2M$15.6M+$1.4M2026-10-15
Ascent Group, LLC
INCREASED28,09325,594+2,499+10%$13.1M$15.5M+$2.3M2026-10-30
Great Lakes Advisors, LLC
DECREASED28,08432,184-4,100-13%$16.5M$15.5M-$1.0M2026-11-06
CX Institutional
INCREASED27,69326,565+1,128+4%$13.6K$15.3K+$1.6K2026-10-02
Fulton Bank, N.A.
INCREASED27,67127,404+267+1%$14.1M$15.3M+$1.2M2026-10-14
Perryman Financial Advisory Inc
DECREASED27,44427,454-100%$14.1M$15.1M+$1.0M2026-10-16
Allen Investment Management, LLC
DECREASED27,42328,800-1,377-5%$14.8M$15.1M+$331.3K2026-11-03
Maestria Partners LLC
UNCHANGED27,08627,08600%$13.9M$14.9M+$1.0M2026-10-22
Brookstone Capital Management
INCREASED27,06723,345+3,722+16%$12.0M$14.9M+$2.9M2026-10-22
GAM Holding AG
INCREASED27,04023,905+3,135+13%$12.3M$14.9M+$2.6M2026-11-03
Ritholtz Wealth Management
INCREASED26,94724,733+2,214+9%$12.7M$14.9M+$2.2M2026-11-05
Duncker Streett & Co Inc
DECREASED26,90826,909-10%$13.8M$14.8M+$1.0M2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED26,84125,646+1,195+5%$13.2M$14.8M+$1.6M2026-10-22
Greenleaf Trust
DECREASED26,15726,384-227-1%$13.6M$14.4M+$874.0K2026-10-29
Dana Investment Advisors, Inc.
INCREASED26,11819,547+6,571+34%$10.0M$14.4M+$4.4M2026-11-06
Harbor Investment Advisory, LLC
DECREASED26,09126,097-60%$13.4M$14.4M+$985.0K2026-10-13
Eulav Asset Management
DECREASED25,94728,658-2,711-9%$14.7M$14.3M-$409.7K2026-10-23
Plato Investment Management Ltd
DECREASED25,93327,058-1,125-4%$13.8M$14.4M+$541.0K2026-11-05
Diversify Advisory Services, LLC
DECREASED25,81727,354-1,537-6%$15.1M$15.9M+$820.2K2026-10-20
Diversify Wealth Management, LLC
DECREASED25,81727,354-1,537-6%$15.1M$15.9M+$820.2K2026-10-20
Carderock Capital Management Inc
INCREASED25,72424,357+1,367+6%$12.5M$14.2M+$1.7M2026-10-22
Masterinvest Kapitalanlage GmbH
INCREASED25,67423,720+1,954+8%$12.2M$14.2M+$2.0M2026-11-03
Tritonpoint Wealth, LLC
DECREASED25,42425,639-215-1%$13.2M$14.0M+$852.4K2026-10-19
Quadrant Capital Group LLC
INCREASED25,36823,305+2,063+9%$12.0M$15.3M+$3.4M2026-10-20
L. Roy Papp & Associates, LLP
UNCHANGED25,31025,31000%$13.0M$14.0M+$958.5K2026-10-21
Sterling Capital Management LLC
DECREASED25,15326,411-1,258-5%$13.6M$13.9M+$306.4K2026-10-22
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED25,14527,014-1,869-7%$13.9M$13.9M-$7.7K2026-10-22
Ninety One SA (PTY) Ltd
DECREASED24,97625,604-628-2%$13.1M$13.9M+$745.3K2026-10-15
Gamma Investing LLC
INCREASED24,89022,581+2,309+10%$11.6M$13.7M+$2.1M2026-10-08
Wedbush Securities Inc
DECREASED24,88624,956-700%$12.8M$13.7K-$12.8M2026-10-22
Capital Management Corp
DECREASED24,79725,123-326-1%$12.9M$13.7M+$771.6K2026-10-29
North Dakota State Investment Board
INCREASED24,74123,921+820+3%$12.3M$13.6M+$1.4M2026-10-27
Choreo, LLC
INCREASED24,41223,404+1,008+4%$12.0M$13.5M+$1.4M2026-10-28
Perennial Advisors, LLC
DECREASED24,38724,883-496-2%$12.8M$13.4M+$668.9K2026-10-13
Firetrail Investments PTY LTD
DECREASED24,30224,502-200-1%$12.5M$13.5M+$947.9K2026-11-05
Clear Harbor Asset Management, LLC
INCREASED24,16421,593+2,571+12%$11.1M$13.3M+$2.2M2026-11-05
Caldwell Trust Co
INCREASED24,10823,948+160+1%$12.3M$13.3M+$995.1K2026-10-30
Nepsis Inc.
INCREASED24,10523,692+413+2%$12.2M$13.3M+$1.1M2026-10-13
Signaturefd, LLC
INCREASED24,07522,999+1,076+5%$11.8M$13.3M+$1.5M2026-10-23
University of Texas S AM Investment Management Co
DECREASED23,42028,841-5,421-19%$14.8M$12.9M-$1.9M2026-11-03
Sky Investment Group LLC
INCREASED23,40623,382+24+0%$12.0M$12.9M+$898.7K2026-10-30
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED23,3997,060+16,339+231%$3.6M$12.9M+$9.3M2026-10-22
Laurel Wealth Advisors LLC
DECREASED23,34523,754-409-2%$12.2M$12.9M+$673.5K2026-10-27
Kintegral Advisory, LLC
INCREASED23,01222,882+130+1%$11.8M$12.7M+$938.2K2026-10-16
Telos Capital Management, Inc.
DECREASED22,73023,657-927-4%$12.2M$12.5M+$384.7K2026-11-02
Mather Group, Llc.
INCREASED22,58117,158+5,423+32%$8.8M$12.5M+$3.6M2026-10-14
Lmcg Investments, LLC
DECREASED22,48023,008-528-2%$11.8M$12.4M+$580.1K2026-10-21
Compass Capital Management, Inc
DECREASED22,47923,076-597-3%$11.9M$12.4M+$544.7K2026-11-06
Montag A & Associates Inc
INCREASED22,12421,068+1,056+5%$10.8M$12.2M+$1.4M2026-10-29
Blue Fin Capital, Inc.
DECREASED21,94921,964-150%$11.3M$12.1M+$823.5K2026-10-28
Welch Group, LLC
INCREASED21,75820,831+927+4%$10.7M$12.0M+$1.3M2026-10-29
Cove Private Wealth, LLC
INCREASED21,67620,672+1,004+5%$10.6M$12.0M+$1.3M2026-10-28
Bennett Selby Investments LP
INCREASED21,44721,435+12+0%$11.0M$11.8M+$818.0K2026-10-19
Ascent Wealth Partners, LLC
INCREASED21,38316,782+4,601+27%$8.6M$11.8M+$3.2M2026-10-23
LRZ Capital LLC
UNCHANGED21,23421,23400%$10.9M$11.7M+$804.1K2026-11-05
Solidarity Wealth, LLC
DECREASED21,14621,377-231-1%$11.0M$11.7M+$682.2K2026-10-15
Securian Asset Management, Inc
DECREASED20,95821,442-484-2%$11.7M$11.6M-$98.2K2026-11-06
Tompkins Financial Corp
DECREASED20,95321,576-623-3%$11.1M$11.6M+$473.5K2026-10-05
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
INCREASED20,76218,905+1,857+10%$9.7M$11.4M+$1.7M2026-10-20
Montaka Global Pty Ltd
INCREASED20,75919,485+1,274+7%$10.0M$11.4M+$1.4M2026-11-05
Fagan Associates, Inc.
DECREASED20,75020,907-157-1%$10.7M$11.4M+$705.2K2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED20,60721,481-874-4%$11.0M$11.4M+$331.5K2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED20,24724,596-4,349-18%$12.1M$11.2M-$818.4K2026-10-29
Natixis
INCREASED20,19615,457+4,739+31%$7.9M$11.1M+$3.2M2026-11-06
Chapman Investment Management, LLC
NEW19,952—+19,952——$11.0M—2026-11-03
Northside Capital Management, LLC
DECREASED19,94220,239-297-1%$10.4M$11.0M+$602.7K2026-10-13
Fruth Investment Management
DECREASED19,88120,906-1,025-5%$10.7K$11.0K+$2262026-10-13
Turtle Creek Wealth Advisors, LLC
INCREASED19,85018,501+1,349+7%$9.5M$10.9M+$1.4M2026-10-15
Lyell Wealth Management, LP
INCREASED19,70019,629+71+0%$10.1M$10.9M+$782.5K2026-10-30
Old National Bancorp
INCREASED19,54017,587+1,953+11%$9.0M$10.8M+$1.7M2026-10-20
Imc-Chicago, LLC
DECREASED19,39431,732-12,338-39%$16.3M$10.7M-$5.6M2026-11-05
Valeo Financial Advisors, LLC
DECREASED19,36919,589-220-1%$10.1M$10.7M+$622.5K2026-10-08
McKinley Carter Wealth Services, Inc.
INCREASED19,27519,157+118+1%$9.8M$10.6M+$790.6K2026-10-16
Legacy Private Trust Co.
DECREASED19,21719,543-326-2%$10.0M$10.6M+$560.3K2026-10-06
Apella Capital, LLC
INCREASED19,19918,432+767+4%$9.8M$10.9M+$1.1M2026-10-08
V-Square Quantitative Management LLC
INCREASED19,10818,817+291+2%$9.7M$10.5M+$873.1K2026-10-15
Hingham Institution for Savings
UNCHANGED19,10019,10000%$9.8M$10.5M+$723.3K2026-10-20
Kornitzer Capital Management Inc
DECREASED19,09019,420-330-2%$10.0M$10.5M+$553.5K2026-11-03
Walter Public Investments Inc.
INCREASED18,89414,915+3,979+27%$7.7M$10.4M+$2.8M2026-11-05
SteelPeak Wealth, LLC
DECREASED18,75219,913-1,161-6%$10.2M$10.3M+$113.5K2026-10-16
James Investment Research, Inc.
DECREASED18,43118,997-566-3%$9.8M$10.2M+$407.3K2026-10-22
Diversified Trust Co
INCREASED18,28418,199+85+0%$9.3M$10.1M+$735.7K2026-11-06
Cypress Capital Group
DECREASED18,26519,008-743-4%$9.8M$10.1M+$310.1K2026-11-03
Guardian Partners Inc.
DECREASED18,12718,475-348-2%$9.5M$10.0M+$507.7K2026-10-21
Certified Advisory Corp
DECREASED17,98918,313-324-2%$9.4M$9.9M+$514.7K2026-10-29
Physicians Financial Services, Inc.
DECREASED17,97318,038-650%$9.3M$9.9K-$9.3M2026-11-04
TBH Global Asset Management, LLC
DECREASED17,78317,915-132-1%$9.2M$9.8M+$605.6K2026-11-03
Trust Co of Toledo NA
INCREASED17,66417,421+243+1%$8.9M$9.7M+$793.7K2026-10-16
Progressive Investment Management Corp
DECREASED17,61017,798-188-1%$9.1M$9.7M+$570.3K2026-10-26
City Holding Co
DECREASED17,48417,558-740%$9.0M$9.6M+$624.2K2026-10-19
Tema Etfs LLC
INCREASED17,45817,084+374+2%$8.8M$9.6M+$853.2K2026-10-16
Cypress Asset Management Inc
DECREASED17,32117,796-475-3%$9.1M$9.6M+$412.0K2026-10-09
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED17,22417,22400%$8.8M$9.5M+$652.3K2026-10-05
CWA Asset Management Group, LLC
DECREASED17,19820,910-3,712-18%$10.7M$9.5M-$1.3M2026-10-19
Praxis Investment Management Inc
UNCHANGED17,17617,17600%$8.8M$9.5K-$8.8M2026-11-03
Knights of Columbus Asset Advisors LLC
INCREASED17,14616,854+292+2%$8.7M$9.5M+$799.3K2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED16,95416,95400%$8.7M$8.7M$02026-10-15
Cohen Klingenstein LLC
UNCHANGED16,80016,80000%$8.6M$9.3M+$636.2K2026-10-15
Northeast Investment Management
DECREASED16,69216,969-277-2%$8.7M$9.2M+$489.9K2026-10-30
MGO One Seven LLC
INCREASED16,66916,467+202+1%$8.5M$9.2M+$735.0K2026-10-28
Axxion S.A.
UNCHANGED16,66416,66400%$7.5M$9.2M+$1.8M2026-10-22
TD Private Client Wealth LLC
DECREASED16,62417,005-381-2%$8.7M$9.2M+$433.9K2026-10-28
IFP Advisors, Inc
DECREASED16,56421,615-5,051-23%$11.1M$9.1M-$2.0M2026-10-16
Capital Investment Advisors, LLC
INCREASED16,39016,060+330+2%$8.2M$9.0M+$790.1K2026-10-22
Live Oak Private Wealth LLC
DECREASED16,33317,775-1,442-8%$9.1M$9.0M-$122.0K2026-11-02
OMC Financial Services LTD
DECREASED16,33232,699-16,367-50%$16.8M$9.0M-$7.8M2026-10-19
Saybrook Capital
DECREASED16,29516,340-450%$8.4M$9.0M+$594.0K2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
INCREASED16,28016,017+263+2%$8.2M$9.0M+$751.7K2026-10-23
Mattern Capital Management, LLC
DECREASED16,19416,976-782-5%$8.7M$8.9M+$211.6K2026-11-02
Gibraltar Capital Management, Inc.
INCREASED16,18615,072+1,114+7%$7.7M$8.9M+$1.2M2026-10-27
Coastline Trust Co
DECREASED16,09416,696-602-4%$8.6M$8.9M+$300.3K2026-10-01
Evergreen Capital Management LLC
INCREASED16,03415,076+958+6%$7.7M$8.8M+$1.1M2026-10-23
HUB Investment Partners, LLC
DECREASED16,02330,894-14,871-48%$15.9M$8.8M-$7.0M2026-11-03
Parisi Gray Wealth Management
INCREASED15,97815,895+83+1%$8.2M$8.8M+$647.8K2026-10-16
Stokes Capital Advisors, LLC
DECREASED15,94616,811-865-5%$8.6M$8.8M+$159.6K2026-10-09
Investment House LLC
DECREASED15,91418,326-2,412-13%$9.4M$8.8M-$636.1K2026-10-21
Greg Jennings, LLC
NEW15,839—+15,839——$8.7M—2026-10-19
Crystal Rock Capital Management
UNCHANGED15,81415,81400%$8.1M$8.7M+$598.9K2026-10-28
Berkeley, Inc
INCREASED15,76215,131+631+4%$7.8M$8.7M+$920.7K2026-10-20
Agur Provident & Training Funds Management LTD
UNCHANGED15,68015,68000%$75.8K$86.5K+$10.7K2026-11-02
Americana Partners, LLC
DECREASED15,67517,123-1,448-8%$8.8M$8.6M-$150.6K2026-10-28
Herold Advisors, Inc.
DECREASED15,64415,902-258-2%$8.2M$8.6M+$460.2K2026-10-19
Y.D. More Investments Ltd
INCREASED15,63311,971+3,662+31%$6.1M$8.6M+$2.5M2026-11-02
First Citizens Bank & Trust Co
INCREASED15,5725,817+9,755+168%$3.0M$8.6M+$5.6M2026-10-14
Elevation Point Wealth Partners, LLC
DECREASED15,51515,827-312-2%$8.1M$8.6M+$427.6K2026-11-05
International Assets Investment Management, LLC
DECREASED15,48115,907-426-3%$8.3M$8.5M+$232.2K2026-11-02
Rossmore Private Capital
DECREASED15,13115,273-142-1%$7.8M$8.3M+$500.1K2026-10-27
Private Wealth Partners, LLC
DECREASED15,10315,260-157-1%$7.8M$8.3M+$491.3K2026-10-22
Sava Infond d.o.o.
INCREASED15,05014,770+280+2%$7.6M$8.3M+$713.8K2026-10-28
Compound Planning, Inc.
INCREASED15,01213,485+1,527+11%$6.9M$8.3M+$1.4M2026-11-05
Level Four Advisory Services, LLC
DECREASED15,00016,751-1,751-10%$8.6M$8.3M-$331.0K2026-11-06
General American Investors Co Inc
UNCHANGED15,00015,00000%$7.7M$8.3M+$568.1K2026-11-02
RKL Wealth Management LLC
DECREASED14,96815,247-279-2%$7.8M$8.3M+$423.8K2026-10-16
Univest Financial Corp
INCREASED14,96814,840+128+1%$7.6M$8.3M+$632.4K2026-11-05
Pictet North America Advisors SA
INCREASED14,90811,592+3,316+29%$6.0M$8.2M+$2.3M2026-10-21
William Allan Corp
INCREASED14,83514,812+23+0%$7.6M$8.2M+$573.4K2026-10-14
CFM Wealth Partners LLC
DECREASED14,79014,998-208-1%$7.7M$8.2M+$453.3K2026-11-05
WealthPlan Investment Management, LLC
DECREASED14,70115,591-890-6%$8.0M$8.1M+$99.6K2026-10-15
Laurion Capital Management LP
INCREASED14,580962+13,618+1416%$494.1K$8.0M+$7.5M2026-10-30
Fischer Financial Services, Inc.
DECREASED14,57614,659-83-1%$7.5M$8.0M+$509.3K2026-10-30
First Premier Bank
DECREASED14,53714,570-330%$7.5K$8.0K+$5332026-10-13
Zweig-DiMenna Associates LLC
NEW14,500—+14,500——$8.0M—2026-11-06
Poehling Capital Management, Inc.
DECREASED14,45814,547-89-1%$7.5M$8.0M+$501.8K2026-10-20
RFG Advisory, LLC
INCREASED14,40710,817+3,590+33%$5.6M$7.9M+$2.4M2026-11-03
Mission Wealth Management, LP
INCREASED14,39812,666+1,732+14%$6.5M$7.9M+$1.4M2026-10-15
Mandatum Life Insurance Co Ltd
UNCHANGED14,39514,39500%$7.4M$7.9M+$545.1K2026-11-06
Hall Laurie J Trustee
DECREASED14,38714,459-720%$7.4M$7.9M+$507.9K2026-10-06
Condor Capital Management
DECREASED14,36114,548-187-1%$7.5M$7.9M+$448.0K2026-11-06
BAR Harbor Wealth Management
DECREASED14,30014,505-205-1%$7.4M$7.9M+$436.3K2026-10-21
Vantage Investment Partners, LLC
INCREASED14,30014,281+19+0%$7.3M$7.9M+$551.3K2026-10-27
Parsons Capital Management Inc
DECREASED14,23914,644-405-3%$7.5M$7.9M+$331.2K2026-10-28
Codex Capital Asset Management L.L.C.
UNCHANGED14,20014,20000%$7.3M$7.8M+$538.2K2026-10-30
Integrity Alliance, Llc.
INCREASED14,19713,174+1,023+8%$6.8M$7.8M+$1.1M2026-10-29
Ferguson Wellman Capital Management, Inc
DECREASED14,13414,606-472-3%$7.5M$7.8M+$292.8K2026-10-05
Roman Butler Fullerton & Co
DECREASED14,08114,258-177-1%$7.7M$8.7M+$1.0M2026-10-27
Linscomb Wealth, Inc.
INCREASED13,97413,966+8+0%$7.2M$7.7M+$533.7K2026-11-05
VestGen Advisors, LLC
INCREASED13,76013,649+111+1%$7.0M$7.6M+$577.9K2026-10-27
Premier Fund Managers Ltd
DECREASED13,71016,184-2,474-15%$8.2M$7.7K-$8.2M2026-11-02
Wedmont Private Capital
INCREASED13,65711,212+2,445+22%$5.9M$7.8M+$1.9M2026-10-09
Harbor Capital Advisors, Inc.
INCREASED13,60013,520+80+1%$6.9M$7.5K-$6.9M2026-10-22
CMH Wealth Management LLC
INCREASED13,57913,065+514+4%$6.7M$7.5M+$778.2K2026-10-22
Hennion & Walsh Asset Management, Inc.
DECREASED13,54114,815-1,274-9%$7.6M$7.5M-$141.5K2026-10-13
Investment Research & Advisory Group, Inc.
DECREASED13,44613,750-304-2%$7.1M$7.4M+$366.7K2026-10-19
S.E.E.D. Planning Group LLC
INCREASED13,40113,326+75+1%$6.8M$7.4M+$545.9K2026-10-07
Addenda Capital Inc.
UNCHANGED13,40013,40000%$6.9M$7.4M+$507.5K2026-10-13
DE Burlo Group Inc
DECREASED13,31713,397-80-1%$6.9M$7.3M+$463.3K2026-11-05
GC Wealth Management RIA, LLC
DECREASED13,25013,578-328-2%$7.0M$7.3M+$333.8K2026-11-02
Ayrshire Capital Management LLC
DECREASED13,24214,055-813-6%$7.2M$7.3M+$83.9K2026-10-20
Hixon Zuercher, LLC
DECREASED13,07713,186-109-1%$6.8M$7.2M+$439.4K2026-10-13
Stackstone Wealth, LLC
NEW13,057—+13,057——$7.2M—2026-10-19
Canandaigua National Bank & Trust Co
DECREASED13,01813,135-117-1%$6.7M$7.2M+$432.9K2026-10-07
Procyon Advisors, LLC
INCREASED13,01712,020+997+8%$6.2M$7.2M+$1.0M2026-10-21
Welch & Forbes LLC
DECREASED12,97913,080-101-1%$6.7M$7.2M+$439.6K2026-11-04
NovaPoint Capital, LLC
DECREASED12,97113,434-463-3%$6.9M$7.2M+$253.5K2026-10-22
Stanley-Laman Group, Ltd.
DECREASED12,86813,121-253-2%$6.7M$7.1M+$357.4K2026-10-20
Armstrong Henry H Associates Inc
INCREASED12,64512,440+205+2%$6.4M$7.0M+$584.2K2026-10-07
Central Bank & Trust Co
DECREASED12,55312,725-172-1%$6.5M$6.9M+$387.0K2026-10-09
Gryphon Financial Partners LLC
INCREASED12,52312,259+264+2%$6.3M$6.9M+$609.6K2026-11-04
Verdence Capital Advisors LLC
INCREASED12,52011,004+1,516+14%$5.7M$6.9M+$1.3M2026-10-26
Conning Inc.
DECREASED12,42413,927-1,503-11%$7.2M$6.9M-$301.4K2026-10-27
Peachtree Investment Partners, LLC
DECREASED12,41713,080-663-5%$6.7M$6.8M+$129.6K2026-11-05
Schear Investment Advisers, LLC
NEW12,206—+12,206——$6.7M—2026-10-14
Tempo Wealth, LLC
INCREASED12,20611,717+489+4%$6.0M$6.7M+$713.7K2026-10-14
Simplicity Wealth,LLC
INCREASED12,1599,420+2,739+29%$4.8M$6.7M+$1.9M2026-10-23
Raub Brock Capital Management LP
DECREASED12,15825,981-13,823-53%$13.3M$6.7M-$6.6M2026-10-21
Kesler, Norman & Wride, LLC
DECREASED12,10512,146-410%$6.2M$6.7M+$438.1K2026-11-06
Chickasaw Capital Management LLC
DECREASED12,08812,343-255-2%$6.3K$6.7M+$6.7M2026-10-08
Eukles Asset Management
DECREASED12,07612,199-123-1%$6.3M$6.7M+$394.2K2026-11-04
Leuthold Group, LLC
DECREASED12,02112,303-282-2%$6.3M$6.6M+$310.4K2026-11-04
Bfsg, LLC
DECREASED12,00712,069-62-1%$6.2M$6.6M+$423.1K2026-10-30
Sagespring Wealth Partners, LLC
INCREASED11,97010,211+1,759+17%$5.2M$6.6M+$1.4M2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED11,94611,872+74+1%$6.1M$6.6M+$490.3K2026-10-16
Guinness Atkinson Asset Management Inc
DECREASED11,84312,014-171-1%$6.2M$6.5M+$360.7K2026-11-05
Xxec, Inc.
DECREASED11,81695,940-84,124-88%$47.4M$6.5M-$40.8M2026-11-05
Yacktman Asset Management LP
INCREASED11,81611,670+146+1%$6.0M$6.5M+$522.5K2026-11-02
Triglav Investments, D.O.O.
INCREASED11,77811,369+409+4%$5.8M$6.5M+$657.2K2026-11-06
Patton Albertson Miller Group, LLC
INCREASED11,72011,621+99+1%$6.0M$6.5M+$494.7K2026-10-26
Deltec Asset Management LLC
DECREASED11,70312,364-661-5%$6.4M$6.5M+$103.7K2026-10-26
AlpenGlobal Capital LLC
DECREASED11,70011,736-360%$6.0M$6.5M+$424.6K2026-11-06
Vista Investment Partners LLC
DECREASED11,56011,778-218-2%$6.0M$6.4M+$328.0K2026-10-08
Bdf-Gestion
DECREASED11,49712,956-1,459-11%$2.6M$6.3M+$3.7M2026-10-19
J.W. Cole Advisors, Inc.
INCREASED11,49011,369+121+1%$5.8M$6.3M+$497.2K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED11,4639,299+2,164+23%$4.7M$6.3M+$1.6M2026-10-13
Advanced Asset Management Advisors Inc
UNCHANGED11,45011,45000%$5.9M$6.3M+$433.6K2026-10-20
Eastern Bank
INCREASED11,24111,105+136+1%$5.7M$6.2M+$495.5K2026-10-05
Chicago Partners Investment Group LLC
DECREASED11,21511,440-225-2%$6.1M$7.0M+$926.9K2026-10-27
Summit Wealth Group LLC / Co
INCREASED11,203958+10,245+1069%$492.2K$6.2M+$5.7M2026-10-29
Synergy Asset Management, LLC
NEW11,200—+11,200——$6.2M—2026-11-05
Boit C F David
INCREASED11,19011,140+50+0%$5.7M$6.2M+$449.4K2026-10-29
Azzad Asset Management Inc
DECREASED11,18711,312-125-1%$5.8M$6.2M+$359.5K2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED11,08810,195+893+9%$5.2M$6.1M+$878.5K2026-10-29
Modera Wealth Management, LLC
INCREASED11,04010,910+130+1%$5.6M$6.1M+$484.8K2026-10-28
Archford Capital Strategies, LLC
INCREASED11,00910,692+317+3%$5.5M$6.1M+$579.7K2026-10-19
Bretton Capital Management, LLC
UNCHANGED10,98010,98000%$5.6M$6.1M+$415.8K2026-10-22
Integrated Advisors Network LLC
DECREASED10,96711,311-344-3%$5.8M$6.0M+$238.8K2026-10-20
McHugh Group, LLC
DECREASED10,96111,066-105-1%$5.7M$6.0M+$361.2K2026-10-19
Stonebridge Financial Group, LLC
INCREASED10,93510,637+298+3%$5.5M$6.0M+$567.4K2026-10-01
Fiduciary Alliance LLC
DECREASED10,92711,595-668-6%$6.0M$6.0M+$70.7K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED10,87810,798+80+1%$5.5M$6.0M+$453.1K2026-11-03
Carret Asset Management, LLC
DECREASED10,78310,793-100%$5.5M$5.9M+$403.2K2026-11-04
Midwest Trust Co
INCREASED10,7549,674+1,080+11%$5.0M$5.9M+$961.9K2026-10-22
Aaron Wealth Advisors LLC
INCREASED10,7329,530+1,202+13%$4.9M$5.9M+$1.0M2026-10-13
Foster Dykema Cabot & Partners, LLC
INCREASED10,71828+10,690+38179%$14.4K$5.9M+$5.9M2026-10-30
Frank, Rimerman Advisors LLC
INCREASED10,68310,571+112+1%$5.4M$5.9M+$462.1K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED10,63610,370+266+3%$5.3M$5.9M+$539.5K2026-10-27
Mccarter Private Wealth Services LLC
DECREASED10,58010,810-230-2%$5.6M$5.8M+$282.5K2026-10-22
ICW Investment Advisors LLC
DECREASED10,50410,592-88-1%$5.4M$5.8M+$353.2K2026-10-27
Midway Capital Research & Management
INCREASED10,42010,411+9+0%$5.3M$5.7M+$399.2K2026-10-20
Cornerstone Advisory, LLC
INCREASED10,34910,272+77+1%$5.3M$5.7M+$431.2K2026-11-06
Kennedy Investment Group, Inc.
DECREASED10,34610,721-375-3%$5.5M$5.7M+$198.9K2026-10-21
Independent Financial Group, LLC
INCREASED10,3419,082+1,259+14%$4.7M$5.7M+$1.0M2026-10-13
Everest Financial Group LLC
INCREASED10,3168,503+1,813+21%$4.4M$5.7M+$1.3M2026-11-06
GHP Investment Advisors, Inc.
INCREASED10,3029,620+682+7%$4.9M$5.7M+$740.3K2026-10-15
Leelyn Smith, LLC
INCREASED10,27510,251+24+0%$5.3M$5.7M+$401.2K2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED10,2618,520+1,741+20%$4.4M$5.8M+$1.4M2026-10-28
Dynamic Advisor Solutions LLC
INCREASED10,22910,207+22+0%$5.2M$5.6M+$398.3K2026-10-13
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED10,20710,20700%$5.2M$5.6M+$386.5K2026-11-06
Fulcrum Asset Management LLP
INCREASED10,1819,423+758+8%$4.8M$5.7M+$935.5K2026-11-04
Brighton Jones LLC
INCREASED10,0589,925+133+1%$5.1M$5.5M+$449.4K2026-11-03
Martin Capital Advisors, LLP
DECREASED10,01310,046-330%$5.2M$5.5M+$362.2K2026-10-15
Bryn Mawr Trust Advisors, LLC
DECREASED9,99610,118-122-1%$5.2M$5.5M+$316.0K2026-11-04
ROI Financial Advisors, LLC
DECREASED9,99210,130-138-1%$5.2M$5.5M+$307.4K2026-10-19
Forvis Mazars Wealth Advisors, LLC
DECREASED9,9729,981-90%$5.1M$5.5M+$372.7K2026-10-13
JAG Capital Management, LLC
DECREASED9,91510,033-118-1%$5.2M$5.5M+$314.9K2026-11-06
Fourpath Capital Management, LLC
DECREASED9,89210,121-229-2%$5.2M$5.5M+$257.0K2026-10-19
Summit Global Investments
INCREASED9,8909,852+38+0%$5.1M$5.5K-$5.1M2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED9,81210,145-333-3%$5.2M$5.4M+$200.6K2026-10-05
Linden Thomas Advisory Services, LLC
INCREASED9,7069,628+78+1%$4.9M$5.4M+$407.6K2026-10-19
Kathmere Capital Management, LLC
INCREASED9,7005,619+4,081+73%$2.9M$5.3M+$2.5M2026-10-20
Norden Group LLC
DECREASED9,6829,924-242-2%$5.1M$5.3M+$241.3K2026-10-20
Badgley Phelps Wealth Managers, LLC
DECREASED9,66411,453-1,789-16%$5.9M$5.3M-$552.9K2026-10-22
Pictet Bank & Trust Ltd
DECREASED9,65010,025-375-4%$5.1M$5.3M+$172.8K2026-10-21
Lynch Asset Management, Inc.
UNCHANGED9,5759,57500%$4.9M$5.3M+$362.6K2026-10-28
Prosperitas Financial LLC
INCREASED9,5638,688+875+10%$4.5M$5.3M+$811.8K2026-10-28
Institute for Wealth Management, Llc.
DECREASED9,4319,434-30%$4.8M$5.2M+$355.7K2026-11-06
Luma Capital S.A. - SPF
UNCHANGED9,4049,40400%$4.8M$5.2M+$356.1K2026-10-21
Resonant Capital Advisors, LLC
INCREASED9,2978,657+640+7%$4.4M$5.1M+$680.8K2026-10-15
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED9,2399,208+31+0%$4.7M$5.1M+$365.8K2026-10-21
Angeles Wealth Management, LLC
INCREASED9,1668,689+477+5%$4.5M$5.1M+$592.1K2026-10-26
Trust Asset Management LLC
DECREASED9,0779,097-200%$4.7M$5.0M+$333.5K2026-11-03
Grandfield & Dodd, LLC
INCREASED9,0538,853+200+2%$4.5M$5.0M+$445.6K2026-10-29
Berbice Capital Management LLC
DECREASED9,0389,046-80%$4.6M$5.0M+$338.2K2026-10-13
Goelzer Investment Management, Inc.
INCREASED8,8808,749+131+2%$4.5M$4.9M+$403.6K2026-10-16
West Branch Capital LLC
INCREASED8,8788,619+259+3%$4.4M$4.9M+$469.4K2026-10-20
Focused Alpha, LLC
INCREASED8,8347,386+1,448+20%$3.8M$4.9M+$1.1M2026-10-20
Advocate Group LLC
INCREASED8,8258,757+68+1%$4.5M$4.9M+$369.1K2026-10-19
Natural Investments, LLC
INCREASED8,7798,532+247+3%$4.4M$4.8M+$459.3K2026-11-06
Sigma Planning Corp
DECREASED8,7629,330-568-6%$4.8M$4.8M+$40.8K2026-10-23
Aviance Capital Partners, LLC
INCREASED8,7628,751+11+0%$4.5M$4.8M+$337.5K2026-10-29
Wealthcare Advisory Partners LLC
INCREASED8,7488,431+317+4%$4.3M$4.8M+$494.1K2026-10-21
United Bank
INCREASED8,6938,482+211+2%$4.4M$4.8M+$437.6K2026-11-06
Segment Wealth Management, LLC
INCREASED8,6437,767+876+11%$4.0M$4.8M+$777.2K2026-10-26
Williams Jones Wealth Management, Llc.
DECREASED8,6038,808-205-2%$4.5M$4.7M+$220.5K2026-11-05
Petredis Investment Advisors LLC
INCREASED8,5888,568+20+0%$4.4M$4.7M+$335.5K2026-10-20
Kerusso Capital Management LLC
INCREASED8,5587,766+792+10%$4.0M$4.7M+$730.9K2026-10-27
Commonwealth Retirement Investments LLC
INCREASED8,5578,379+178+2%$4.3M$4.7M+$415.5K2026-10-26
Jacobi Capital Management LLC
INCREASED8,5518,329+222+3%$4.3M$4.7M+$437.7K2026-11-05
Texas Bank & Trust Co
DECREASED8,5208,525-50%$4.4M$4.7M+$320.1K2026-11-04
North Star Investment Management Corp.
INCREASED8,4868,464+22+0%$4.3M$4.7M+$332.9K2026-10-27
Hohimer Wealth Management, LLC
DECREASED8,4009,422-1,022-11%$4.8M$4.6M-$206.9K2026-11-04
Flagship Harbor Advisors, LLC
DECREASED8,3519,493-1,142-12%$4.9M$4.6M-$269.8K2026-10-26
Peddock Capital Advisors, LLC
DECREASED8,2918,373-82-1%$4.3M$4.6M+$272.1K2026-10-16
Lockheed Martin Investment Management Co
DECREASED8,25012,060-3,810-32%$6.2M$4.5M-$1.6M2026-11-04
Meridian Wealth Management, LLC
DECREASED8,21810,310-2,092-20%$5.3M$4.5M-$763.7K2026-11-05
Nitor Capital Management, LLC
UNCHANGED8,2008,20000%$4.2M$4.5M+$310.5K2026-11-04
Avior Wealth Management, LLC
DECREASED8,18310,056-1,873-19%$5.2M$4.5M-$652.0K2026-10-13
WD Rutherford LLC
DECREASED8,1828,563-381-4%$4.4M$4.5M+$114.2K2026-10-26
Independence Bank of Kentucky
INCREASED8,1778,162+15+0%$4.2M$4.5M+$317.4K2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED8,1717,585+586+8%$3.9M$4.5M+$610.4K2026-10-08
Kampmann Melissa S.
INCREASED8,1317,987+144+2%$4.1M$4.5M+$381.9K2026-10-28
AGF Management LTD
INCREASED8,0885,820+2,268+39%$3.0M$4.5M+$1.5M2026-11-03
Clearstead Trust, LLC
DECREASED8,0348,045-110%$4.1M$4.4M+$298.6K2026-11-06
Orser Capital Management, LLC
INCREASED7,9677,937+30+0%$4.1M$4.4M+$317.1K2026-10-13
Strengthening Families & Communities, LLC
INCREASED7,9497,903+46+1%$4.1M$4.4M+$324.7K2026-10-21
Profund Advisors LLC
INCREASED7,9317,110+821+12%$3.7M$4.4M+$722.0K2026-10-29
Moody National Bank Trust Division
INCREASED7,9166,775+1,141+17%$3.5M$4.4M+$885.8K2026-10-06
Galvin, Gaustad & Stein, LLC
DECREASED7,9037,992-89-1%$4.1M$4.4M+$253.6K2026-10-08
Moneco Advisors, LLC
INCREASED7,8813,299+4,582+139%$1.7M$4.3M+$2.7M2026-11-05
Katamaran Capital LLP
DECREASED7,88016,489-8,609-52%$8.5M$4.3M-$4.1M2026-10-27
TriaGen Wealth Management LLC
INCREASED7,8655,639+2,226+39%$2.9M$4.3M+$1.4M2026-10-14
Schmidt P J Investment Management Inc
DECREASED7,7997,855-56-1%$4.0M$4.3M+$266.9K2026-11-02
SBI Securities Co., Ltd.
INCREASED7,7937,774+19+0%$4.0M$4.3M+$304.9K2026-10-22
Krilogy Financial LLC
INCREASED7,7476,080+1,667+27%$3.1M$4.6M+$1.5M2026-10-13
CGN Advisors LLC
DECREASED7,6858,335-650-8%$4.3M$4.2M-$43.1K2026-10-21
Private Trust Co NA
DECREASED7,6858,171-486-6%$4.2M$4.2M+$41.1K2026-10-20
Kendall Capital Management
INCREASED7,6747,549+125+2%$3.9M$4.2M+$354.8K2026-10-23
Moors & Cabot, Inc.
DECREASED7,6747,731-57-1%$4.0M$4.2M+$261.7K2026-11-06
Mitchell Capital Management Co
INCREASED7,6537,516+137+2%$3.9M$4.2M+$360.2K2026-10-29
Certuity, LLC
DECREASED7,6418,110-469-6%$4.2M$4.2M+$57.9K2026-11-02
Citizens & Northern Corp
DECREASED7,6137,840-227-3%$4.0M$4.2M+$171.7K2026-11-06
Klingman & Associates, LLC
INCREASED7,6097,493+116+2%$3.8M$4.2M+$347.7K2026-10-20
Cullinan Associates Inc
UNCHANGED7,6007,60000%$3.9M$4.2M+$287.8K2026-11-03
Courier Capital LLC
DECREASED7,5847,806-222-3%$4.0M$4.2M+$173.2K2026-10-19
Cigna Investments Inc
DECREASED7,5657,628-63-1%$3.9M$4.2K-$3.9M2026-10-19
Greenfield Savings Bank
DECREASED7,5287,553-250%$3.9M$4.2M+$272.2K2026-10-07
Larson Financial Group LLC
INCREASED7,5077,248+259+4%$3.7M$4.1M+$417.1K2026-11-05
Cohen Capital Management, Inc.
UNCHANGED7,4077,40700%$3.8M$4.1M+$280.5K2026-10-14
Somerset Trust Co
INCREASED7,3747,364+10+0%$3.8M$4.1M+$284.4K2026-10-13
Howland Capital Management LLC
DECREASED7,3687,386-180%$3.8M$4.1M+$269.8K2026-10-22
Titiun Yejiel
UNCHANGED7,3357,33500%$3.8M$4.0M+$277.8K2026-11-06
Diversified Enterprises, LLC
INCREASED7,3346,859+475+7%$3.5M$4.0M+$521.7K2026-10-19
Bluedoor Private Wealth, LLC
DECREASED7,2617,277-160%$3.7M$4.0M+$266.8K2026-11-05
Strong Tower Advisory Services
INCREASED7,2377,171+66+1%$3.7M$4.0M+$308.0K2026-10-13
Nvwm, LLC
INCREASED7,2307,208+22+0%$3.7M$4.0M+$285.1K2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED7,2097,172+37+1%$3.7M$4.0M+$292.0K2026-10-23
Bell Asset Management Ltd
DECREASED7,14114,120-6,979-49%$7.3M$3.9M-$3.3M2026-10-08
IPG Investment Advisors LLC
INCREASED7,1396,925+214+3%$3.6M$3.9M+$380.3K2026-10-30
Agate Pass Investment Management, LLC
INCREASED7,1216,877+244+4%$3.5M$3.9M+$395.3K2026-10-20
Little House Capital LLC
INCREASED7,1126,685+427+6%$3.4M$3.9M+$488.7K2026-11-06
Portside Wealth Group, LLC
DECREASED7,0847,423-339-5%$3.8M$3.9M+$93.7K2026-10-20
Sawyer & Company, Inc
DECREASED7,0777,171-94-1%$3.7M$3.9M+$219.7K2026-10-21
Processus Wealth & Capital Management, LLC
DECREASED7,0237,621-598-8%$3.9M$3.9M-$41.1K2026-10-16
Cornerstone Wealth Group, LLC
INCREASED7,0196,670+349+5%$3.4M$3.9M+$445.0K2026-11-02
Viking Fund Management LLC
UNCHANGED7,0007,00000%$3.6M$3.9M+$265.1K2026-10-14
TritonPoint Partners, LLC
DECREASED6,96526,945-19,980-74%$13.8M$3.8M-$10.0M2026-11-05
Parkside Financial Bank & Trust
DECREASED6,9257,001-76-1%$3.6M$3.8M+$223.2K2026-10-27
Oak Thistle LLC
NEW6,921—+6,921——$3.8M—2026-10-21
Harold Davidson & Associates Inc.
DECREASED6,9016,923-220%$3.6M$3.8M+$250.0K2026-10-29
First Bank & Trust
DECREASED6,8796,930-51-1%$3.6M$3.8M+$234.3K2026-10-19
Hazlett, Burt & Watson, Inc.
DECREASED6,8726,952-80-1%$3.4M$3.8K-$3.4M2026-11-04
SeaBridge Investment Advisors LLC
INCREASED6,8626,826+36+1%$3.5M$3.8M+$278.4K2026-11-02
NBT Bank, N.A.
INCREASED6,8056,509+296+5%$3.3M$3.8M+$409.7K2026-10-21
Premier Path Wealth Partners, LLC
INCREASED6,8046,311+493+8%$3.2M$3.8M+$510.9K2026-10-16
Myriad Asset Management Advisors LLC
INCREASED6,7854,341+2,444+56%$2.2M$3.7M+$1.5M2026-11-03
St. Louis Financial Planners Asset Management, LLC
NEW6,750—+6,750——$3.9M—2026-10-16
James Hambro & Partners LLP
DECREASED6,7398,101-1,362-17%$4.2M$3.7M-$443.3K2026-10-19
Calamos Wealth Management LLC
INCREASED6,7316,649+82+1%$3.4M$3.7M+$297.0K2026-11-02
Eley Financial Management, Inc
INCREASED6,7316,674+57+1%$3.4M$3.7M+$284.2K2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED6,7177,619-902-12%$3.9M$3.7M-$208.9K2026-10-07
ARQ Wealth Advisors, LLC
DECREASED6,6987,289-591-8%$3.9M$3.7M-$183.8K2026-10-29
Investment Insight Wealth Management, LLC
DECREASED6,6876,689-20%$3.4M$3.7M+$252.4K2026-10-30
Woodard & Co Asset Management Group Inc
DECREASED6,6367,051-415-6%$3.6M$3.7M+$38.1K2026-11-03
Midwest Professional Planners, Ltd.
INCREASED6,6086,518+90+1%$3.3M$3.6M+$296.9K2026-10-29
Great Lakes Retirement, Inc.
INCREASED6,5936,397+196+3%$3.3M$3.6M+$350.7K2026-10-26
Marion Wealth Management
INCREASED6,5806,488+92+1%$3.3M$3.6M+$296.6K2026-10-22
HBK Sorce Advisory LLC
UNCHANGED6,5766,57600%$3.8M$4.3M+$562.0K2026-11-06
Global Trust Asset Management, LLC
DECREASED6,5226,543-210%$3.4M$3.6M+$236.4K2026-10-19
CRA Financial Services, LLC
INCREASED6,5206,493+27+0%$3.3M$3.6M+$261.0K2026-10-16
3Chopt Investment Partners, LLC
INCREASED6,5106,192+318+5%$3.2M$3.6M+$409.9K2026-10-30
General Partner, Inc.
DECREASED6,5037,653-1,150-15%$3.9M$3.6M-$344.4K2026-10-05
Inspirion Wealth Advisors, LLC
DECREASED6,4696,475-60%$3.4M$3.6M+$184.7K2026-10-09
Ceera Investments, LLC
DECREASED6,4656,519-54-1%$3.3M$3.6M+$217.1K2026-11-02
Correct Capital Wealth Management
DECREASED6,4546,575-121-2%$3.4M$3.6M+$182.5K2026-11-02
Tranquility Partners, LLC
DECREASED6,4476,553-106-2%$3.4M$3.6M+$189.8K2026-10-20
M Holdings Securities, Inc.
NEW6,441—+6,441——$4.2K—2026-11-03
Avestar Capital, LLC
DECREASED6,43912,439-6,000-48%$6.4M$3.6M-$2.8M2026-10-28
Chatham Capital Group, Inc.
INCREASED6,4135,956+457+8%$3.1M$3.5M+$477.6K2026-10-16
Aviso Wealth Management
DECREASED6,4136,561-148-2%$3.4M$3.5M+$166.9K2026-11-04
Weatherly Asset Management L. P.
INCREASED6,4116,221+190+3%$3.2M$3.5M+$340.4K2026-10-20
MV Capital Management, Inc.
DECREASED6,4107,036-626-9%$3.6M$3.5M-$78.8K2026-10-29
Everhart Financial Group, Inc.
INCREASED6,3815,996+385+6%$3.1M$3.5M+$439.4K2026-10-08
Zions Bancorporation, National Association
INCREASED6,3716,008+363+6%$3.1M$3.5M+$427.7K2026-11-06
Howard Capital Management, LLC
INCREASED6,3546,305+49+1%$3.2M$3.5M+$265.8K2026-10-16
PDS Planning, Inc
INCREASED6,3236,236+87+1%$3.2M$3.5M+$284.1K2026-11-03
Mirabaud & Cie SA
INCREASED6,2855,745+540+9%$3.0M$3.5M+$515.4K2026-10-27
Boomfish Wealth Group, LLC
INCREASED6,2756,224+51+1%$3.2M$3.5M+$263.9K2026-10-22
Koshinski Asset Management, Inc.
INCREASED6,2326,117+115+2%$3.1M$3.4M+$295.4K2026-10-29
Grove Bank & Trust
DECREASED6,1816,186-50%$3.2M$3.4M+$231.5K2026-10-08
SAX Wealth Advisors, LLC
INCREASED6,1634,794+1,369+29%$2.4M$3.4M+$1.0M2026-10-13
Concord Wealth Partners
INCREASED6,1346,058+76+1%$3.1M$3.4M+$271.4K2026-11-02
Cordatus Wealth Management LLC
DECREASED6,1306,310-180-3%$3.2M$3.4M+$139.6K2026-10-19
Gold Investment Management Ltd.
INCREASED6,1115,945+166+3%$3.1M$3.4M+$316.7K2026-10-19
LVW Advisors, LLC
INCREASED6,0686,008+60+1%$3.1M$3.3M+$260.6K2026-10-19
Walled Lake Planning & Wealth Management, LLC
INCREASED6,0566,003+53+1%$3.1M$3.3M+$256.6K2026-10-29
Redmond Asset Management, LLC
INCREASED6,0356,009+26+0%$3.1M$3.3M+$241.9K2026-10-27
Trust Point Inc.
INCREASED6,0244,938+1,086+22%$2.5M$3.3M+$785.9K2026-10-27
Catalyst Financial Partners LLC
INCREASED6,0055,424+581+11%$2.8M$3.3M+$525.8K2026-11-06
Principle Wealth Partners LLC
INCREASED5,9735,800+173+3%$3.0M$3.3M+$315.6K2026-11-02
Applied Capital LLC
INCREASED5,9735,948+25+0%$3.1M$3.3M+$239.0K2026-10-07
Vista Investment Partners II, LLC
DECREASED5,9716,062-91-1%$3.1M$3.3M+$179.4K2026-10-15
Arjuna Capital
DECREASED5,9576,167-210-3%$3.2M$3.3M+$117.7K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED5,9135,984-71-1%$3.1M$3.3M+$187.5K2026-11-04
Peoples Financial Services Corp.
DECREASED5,9045,976-72-1%$3.1M$3.3M+$186.6K2026-10-20
Boston Trust Walden Corp
DECREASED5,8886,104-216-4%$3.1M$3.2M+$112.0K2026-10-30
Alpha Omega Wealth Management LLC
DECREASED5,8835,893-100%$3.0M$3.2M+$217.7K2026-10-23
AXS Investments LLC
DECREASED5,8757,244-1,369-19%$3.7M$3.2M-$480.6K2026-11-04
Cullen Investment Group, Ltd.
DECREASED5,8586,244-386-6%$3.2M$3.5M+$278.7K2026-10-13
Rockline Wealth Management, LLC
INCREASED5,8365,763+73+1%$3.0M$3.2M+$258.3K2026-10-26
Security National Bank
INCREASED5,8325,812+20+0%$3.0M$3.2M+$231.1K2026-10-26
Prudent Man Advisors, LLC
DECREASED5,8095,873-64-1%$3.0M$3.2M+$187.1K2026-11-03
YHB Investment Advisors, Inc.
DECREASED5,7986,219-421-7%$3.2M$3.2M+$3.3K2026-10-08
Concord Asset Management, LLC
INCREASED5,7815,568+213+4%$2.9M$3.2M+$328.4K2026-11-02
Cornerstone Planning, LLC
INCREASED5,7765,744+32+1%$2.9M$3.0M+$84.2K2026-10-27
Liberty Capital Management, Inc.
INCREASED5,7664,868+898+18%$2.5M$3.2M+$679.6K2026-11-02
Pinkerton Wealth, LLC
DECREASED5,7535,824-71-1%$2.9M$3.2M+$262.6K2026-10-29
Alta Advisers Ltd
INCREASED5,7493,247+2,502+77%$1.7M$3.2M+$1.5M2026-11-02
Old Second National Bank of Aurora
DECREASED5,7236,407-684-11%$3.3M$3.2M-$134.6K2026-10-22
Purkiss Capital Advisors LLC
INCREASED5,7195,717+2+0%$2.9M$3.2M+$217.4K2026-11-06
Atlantic Edge Private Wealth Management, LLC
INCREASED5,7075,302+405+8%$2.7M$3.1M+$424.2K2026-10-20
Confluence Wealth Services, Inc.
DECREASED5,6716,684-1,013-15%$3.4M$3.1M-$305.5K2026-11-05
Csenge Advisory Group
DECREASED5,6716,059-388-6%$3.1M$3.1M+$15.5K2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED5,63084,747-79,117-93%$43.5M$3.1M-$40.4M2026-10-13
Bell Bank
INCREASED5,6275,487+140+3%$2.8M$3.1M+$285.0K2026-10-21
Freedom Day Solutions, LLC
INCREASED5,6215,495+126+2%$2.8M$3.1M+$277.7K2026-10-20
Clark Asset Management, LLC
DECREASED5,6185,622-40%$2.9M$3.1M+$210.3K2026-10-19
Aprio Wealth Management, LLC
INCREASED5,5974,549+1,048+23%$2.3M$3.1M+$750.4K2026-10-28
True Freedom Investing, LLC
DECREASED5,5745,642-68-1%$2.8M$3.1M+$254.8K2026-10-29
Kenora Financial, LLC
UNCHANGED5,5645,56400%$2.9M$3.1M+$210.7K2026-10-20
Enterprise Financial Services Corp
INCREASED5,5625,525+37+1%$2.8M$3.1M+$229.6K2026-11-03
Patten & Patten Inc
UNCHANGED5,5585,55800%$2.9M$3.1M+$210.5K2026-10-26
WealthBridge Capital Management, LLC
INCREASED5,5545,550+4+0%$2.9M$3.1M+$212.4K2026-10-16
Trail Ridge Investment Advisors, LLC
INCREASED5,5515,500+51+1%$2.8M$3.1M+$236.4K2026-10-16
Strategic Advisors LLC
DECREASED5,5465,557-110%$2.9M$3.1M+$204.5K2026-10-13
Curated Wealth Partners LLC
INCREASED5,5381,336+4,202+315%$686.2K$3.1M+$2.4M2026-10-15
First Affirmative Financial Network
NEW5,533—+5,533——$3.1M—2026-10-21
Parr Mcknight Wealth Management Group, LLC
DECREASED5,5255,665-140-2%$2.9M$3.0M+$137.3K2026-10-30
Dudley Capital Management, LLC
UNCHANGED5,5225,52200%$2.8M$3.0M+$209.1K2026-10-23
Lanark Financial, Inc.
DECREASED5,5185,576-58-1%$2.9M$3.0M+$179.1K2026-10-26
Altura Wealth Advisors Inc.
INCREASED5,5125,139+373+7%$2.6M$3.0M+$400.3K2026-10-22
First American Bank
INCREASED5,4985,431+67+1%$2.8M$3.0M+$242.6K2026-10-27
AMG National Trust Bank
DECREASED5,4825,617-135-2%$2.9M$3.0M+$138.6K2026-11-05
Gables Capital Management Inc.
UNCHANGED5,4745,47400%$2.8M$3.0M+$207.3K2026-11-04
Elmwood Wealth Management, Inc.
INCREASED5,4715,422+49+1%$2.8M$3.0M+$232.4K2026-10-14
Marks Group Wealth Management, Inc
DECREASED5,4686,046-578-10%$3.1M$3.0M-$89.8K2026-11-05
Park State Asset Management
UNCHANGED5,4445,44400%$2.8M$3.0M+$206.2K2026-11-02
American National Bank & Trust
INCREASED5,4435,349+94+2%$2.7M$3.0M+$254.5K2026-10-07
Princeton Capital Management LLC
DECREASED5,4035,495-92-2%$2.8M$3.0M+$157.3K2026-10-27
Mitchell Sinkler & Starr
DECREASED5,3785,388-100%$2.8M$3.0M+$198.5K2026-10-13
Cooper Financial Group
INCREASED5,3254,582+743+16%$2.4M$2.9M+$583.7K2026-10-07
Rockingstone Advisors LLC
INCREASED5,2185,217+1+0%$2.7M$2.9M+$198.1K2026-10-16
Lester Murray Antman dba SimplyRich
UNCHANGED5,1625,16200%$2.7M$2.8M+$195.7K2026-11-06
Putney Financial Group LLC
DECREASED5,1425,231-89-2%$2.7M$2.8M+$149.0K2026-10-30
Perpetual Ltd
DECREASED5,1286,317-1,189-19%$3.2M$2.8M-$416.5K2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED5,1165,175-59-1%$2.7M$2.8M+$163.4K2026-11-02
Bourne Lent Asset Management Inc
UNCHANGED5,0885,08800%$2.6M$2.8M+$192.7K2026-11-05
Moss Adams Wealth Advisors LLC
DECREASED5,0765,649-573-10%$2.9M$2.8M-$102.0K2026-10-28
S.A. Mason LLC
INCREASED5,0624,947+115+2%$2.5M$2.8M+$251.1K2026-10-13
Canopy Partners, LLC
INCREASED5,0614,885+176+4%$2.5M$2.8M+$282.1K2026-10-28
Balboa Wealth Partners
INCREASED5,0465,008+38+1%$2.6M$2.8M+$210.6K2026-10-20
Hardy Reed LLC
INCREASED5,0354,923+112+2%$2.5M$2.8M+$248.2K2026-11-06
Stableford Capital II LLC
DECREASED5,0225,203-181-3%$2.7M$2.8M+$97.2K2026-10-09
Fairfield Financial Advisors, LTD
DECREASED5,0115,431-420-8%$2.8M$2.8M-$25.8K2026-10-14
AdvisorNet Financial, Inc
DECREASED4,9955,005-100%$2.6M$3.0M+$442.1K2026-10-15
Convergence Investment Partners, LLC
INCREASED4,984660+4,324+655%$339.0K$2.7M+$2.4M2026-10-28
Scott & Selber, Inc.
DECREASED4,9664,973-70%$2.6M$2.7M+$184.5K2026-10-21
Lebenthal Global Advisors, LLC
INCREASED4,9454,496+449+10%$2.3M$2.7M+$417.5K2026-10-28
Able Wealth Management LLC
INCREASED4,9184,890+28+1%$2.5M$2.8M+$273.4K2026-10-13
Wealth Group, Ltd.
DECREASED4,90218,038-13,136-73%$9.3M$2.7K-$9.3M2026-10-30
Piscataqua Savings Bank
DECREASED4,8705,032-162-3%$2.6M$2.7M+$101.2K2026-10-21
Cornerstone Wealth Management, LLC
DECREASED4,8434,928-85-2%$2.5M$2.7M+$139.9K2026-11-04
StoneX Group Inc.
DECREASED4,8296,650-1,821-27%$3.4M$2.7M-$701.1K2026-11-03
Chemistry Wealth Management LLC
INCREASED4,8204,775+45+1%$2.5M$2.7M+$205.7K2026-10-16
MeadowBrook Investment Advisors LLC
DECREASED4,8085,015-207-4%$2.6M$3.0M+$468.8K2026-10-29
S-Bank Fund Management Ltd
INCREASED4,8054,571+234+5%$2.3M$2.6M+$302.1K2026-11-06
Tobam
DECREASED4,8005,484-684-12%$2.8M$2.6K-$2.8M2026-11-03
Whalen Wealth Management Inc.
INCREASED4,7933,469+1,324+38%$1.8M$2.6M+$861.5K2026-10-08
SVB Wealth LLC
DECREASED4,7816,016-1,235-21%$3.1M$2.6M-$453.2K2026-11-06
PFW Advisors LLC
DECREASED4,7704,788-180%$2.5M$2.6M+$171.4K2026-10-07
Ignite Planners, LLC
INCREASED4,7564,263+493+12%$2.2M$2.6M+$439.3K2026-10-14
Asset Dedication, LLC
DECREASED4,7505,031-281-6%$2.6M$2.6M+$35.6K2026-11-03
Axxcess Wealth Management, LLC
DECREASED4,74015,631-10,891-70%$8.0M$2.6M-$5.4M2026-10-21
Advisor OS, LLC
DECREASED4,7354,908-173-4%$2.5M$2.6M+$89.7K2026-11-03
Tower Trust & Investment Co
DECREASED4,7344,740-60%$2.4M$2.6M+$176.2K2026-10-28
Chicago Trust Co NA
DECREASED4,7284,786-58-1%$2.5M$2.6M+$149.3K2026-10-28
Roof Eidam Maycock Peralta, LLC
INCREASED4,7004,605+95+2%$2.4M$2.6M+$226.8K2026-10-15
Arthur M. Cohen & Associates, LLC
DECREASED4,6984,752-54-1%$2.4M$2.6M+$150.2K2026-10-26
Chilton Capital Management LLC
DECREASED4,6854,861-176-4%$2.5M$2.6M+$87.0K2026-10-28
Charles Schwab Trust Co
INCREASED4,6724,372+300+7%$2.2M$2.6M+$331.0K2026-10-15
Farmers & Merchants Trust Co of Long Beach
INCREASED4,6674,627+40+1%$2.4M$2.6M+$197.3K2026-10-22
Guardian Wealth Management, Inc.
INCREASED4,6514,587+64+1%$2.4M$2.6M+$208.8K2026-10-30
Bahl & Gaynor LLC
DECREASED4,6184,623-50%$2.4M$2.5M+$172.3K2026-11-05
Archer Investment Corp
INCREASED4,6034,289+314+7%$2.2M$2.5M+$335.7K2026-11-05
Symphony Financial, Ltd. Co.
DECREASED4,5918,378-3,787-45%$4.3M$2.6M-$1.7M2026-10-22
Channing Global Advisors, LLC
INCREASED4,5904,377+213+5%$2.2M$2.5M+$283.2K2026-11-03
WT Wealth Management
DECREASED4,5824,901-319-7%$2.5M$2.5M+$10.0K2026-10-13
Quantum Private Wealth, LLC
DECREASED4,5724,582-100%$2.4M$2.5M+$168.0K2026-10-20
ProVise Management Group, LLC
DECREASED4,5634,748-185-4%$2.4M$2.5M+$77.8K2026-11-06
Visionary Wealth Advisors
DECREASED4,5215,123-602-12%$2.6M$2.5M-$138.1K2026-11-04
Nicholas Hoffman & Company, Llc.
INCREASED4,4934,469+24+1%$2.3M$2.5M+$182.5K2026-10-30
Novem Group
DECREASED4,4814,680-199-4%$2.4M$2.5M+$67.5K2026-10-19
Valmark Advisers, Inc.
INCREASED4,4693,667+802+22%$1.9M$2.5M+$581.2K2026-11-06
New Hampshire Trust
DECREASED4,4594,485-26-1%$2.3M$2.5M+$155.5K2026-10-20
RMR Wealth Builders
INCREASED4,4444,420+24+1%$2.3M$2.5M+$180.6K2026-10-22
Compass Wealth Management LLC
UNCHANGED4,4294,42900%$2.3M$2.4M+$167.7K2026-10-22
Blue Trust, Inc.
DECREASED4,4215,306-885-17%$2.7M$2.4M-$287.1K2026-10-15
Personal CFO Solutions, LLC
DECREASED4,4135,791-1,378-24%$3.0M$2.4M-$540.8K2026-11-06
Westhampton Capital, LLC
INCREASED4,3634,352+11+0%$2.2M$2.4M+$170.9K2026-10-30
Woodmont Investment Counsel LLC
INCREASED4,3584,193+165+4%$2.2M$2.4M+$249.8K2026-10-29
Essential Investment Partners LLC
DECREASED4,3364,553-217-5%$2.3M$2.4M+$52.8K2026-10-27
DDD Partners, LLC
INCREASED4,3321,013+3,319+328%$520.3K$2.4M+$1.9M2026-11-02
Patriot Financial Group Insurance Agency, LLC
DECREASED4,2794,328-49-1%$2.2M$2.4M+$136.9K2026-10-14
Lynx Investment Advisory
DECREASED4,2676,965-2,698-39%$3.6M$2.4M-$1.2M2026-10-27
Sanders Morris Harris LLC
NEW4,261—+4,261——$2.4M—2026-10-14
Smithbridge Asset Management Inc
DECREASED4,2354,302-67-2%$2.2M$2.3M+$126.0K2026-10-19
Richwood Investment Advisors, LLC
INCREASED4,2183,985+233+6%$2.0M$2.3M+$279.9K2026-10-30
Ameliora Wealth Management Ltd.
UNCHANGED4,2154,21500%$2.2M$2.3M+$159.6K2026-10-23
Plancorp, LLC
DECREASED4,1934,494-301-7%$2.4M$2.7M+$258.9K2026-11-03
Farmers & Merchants Investments Inc
DECREASED4,1904,223-33-1%$2.2M$2.3M+$141.7K2026-10-22
Montecito Bank & Trust
INCREASED4,1663,969+197+5%$2.0M$2.3M+$258.9K2026-10-01
Ledyard National Bank
DECREASED4,1384,928-790-16%$2.5M$2.3M-$249.0K2026-10-21
Ascentis Independent Advisors
INCREASED4,1226+4,116+68600%$3.1K$2.3M+$2.3M2026-11-03
Mechanics Bank Trust Department
DECREASED4,1094,320-211-5%$2.2M$2.3M+$47.2K2026-10-13
Mystic Asset Management, Inc.
DECREASED4,0954,096-10%$2.1M$2.3M+$154.6K2026-10-15
Altman Advisors, Inc.
DECREASED4,0904,103-130%$2.1M$2.3M+$148.2K2026-11-05
Jackson Square Capital, LLC
INCREASED4,0613,611+450+12%$1.9M$2.2M+$384.9K2026-10-19
Middleton & Co Inc
UNCHANGED4,0584,05800%$2.1M$2.2M+$153.7K2026-10-23
Asset One Wealth Management LLC
INCREASED4,0513,895+156+4%$2.1M$2.2M+$149.4K2026-11-02
AUA Capital Management, LLC
UNCHANGED4,0294,02900%$2.1M$2.2M+$152.6K2026-10-15
First Nebraska Trust Co
UNCHANGED4,0054,00500%$2.1M$2.2M+$151.6K2026-10-30
HCR Wealth Advisors
INCREASED3,9903,589+401+11%$1.8M$2.2M+$357.2K2026-10-15
RDA Financial Network
INCREASED3,9863,833+153+4%$2.0M$2.2M+$229.3K2026-10-15
Interchange Capital Partners, LLC
DECREASED3,9614,439-478-11%$2.3M$2.2M-$94.0K2026-10-28
Facet Wealth, Inc.
INCREASED3,9602,783+1,177+42%$1.4M$2.2M+$754.5K2026-11-04
Brown Miller Wealth Management, LLC
INCREASED3,9603,344+616+18%$1.7M$2.2M+$465.9K2026-11-02
Koa Wealth Management, LLC
INCREASED3,9513,740+211+6%$1.9M$2.2M+$258.0K2026-10-14
Cox Capital Mgt LLC
DECREASED3,9453,958-130%$2.0M$2.2M+$142.7K2026-10-07
Corps Capital Advisors, LLC
UNCHANGED3,9343,93400%$2.0M$2.2M+$149.0K2026-11-05
Platform Technology Partners
INCREASED3,9303,895+35+1%$2.0M$2.2M+$166.6K2026-11-02
Soltis Investment Advisors LLC
INCREASED3,9263,408+518+15%$1.8M$2.2M+$414.5K2026-10-28
Lifestyle Asset Management, Inc.
INCREASED3,9223,700+222+6%$1.9M$2.2M+$262.3K2026-10-20
Highland Capital Management, LLC
DECREASED3,8955,188-1,293-25%$2.7M$2.1M-$516.6K2026-10-26
Black Diamond Financial, LLC
DECREASED3,8903,898-80%$2.0M$2.1M+$143.2K2026-10-26
Sepio Capital, LP
DECREASED3,8875,330-1,443-27%$2.7M$2.1M-$594.1K2026-10-22
Staley Capital Advisers Inc
UNCHANGED3,8873,88700%$2.0M$2.1M+$147.2K2026-11-06
DeDora Capital, Inc.
DECREASED3,8384,522-684-15%$2.3M$2.1M-$205.6K2026-10-26
Three Seasons Wealth, LLC
DECREASED3,7593,903-144-4%$2.0M$2.1M+$68.4K2026-11-03
Kestra Investment Management, LLC
INCREASED3,7563,374+382+11%$1.7M$2.1M+$338.6K2026-11-04
Baker Avenue Asset Management, LP
DECREASED3,7543,954-200-5%$2.0M$2.1M+$39.4K2026-11-06
Harrington Investments, Inc
INCREASED3,7493,748+1+0%$1.9M$2.1M+$142.5K2026-10-14
VAN Strum & Towne Inc.
INCREASED3,7433,375+368+11%$1.7M$2.1M+$330.8K2026-11-06
Forbes J M & Co LLP
DECREASED3,7403,755-150%$1.9M$2.1M+$133.9K2026-10-16
Professional Financial Advisors, LLC
INCREASED3,7293,703+26+1%$1.9M$2.1M+$154.7K2026-10-13
Beacon Financial Group
DECREASED3,7093,766-57-2%$1.9M$2.0M+$111.4K2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED3,6823,866-184-5%$2.0M$2.0M+$45.1K2026-10-20
CoreCap Advisors, LLC
INCREASED3,6803,407+273+8%$1.7M$2.0M+$279.6K2026-10-08
Shepherd Financial Partners LLC
INCREASED3,6743,673+1+0%$1.9M$2.0M+$139.5K2026-11-03
Nations Financial Group Inc,
DECREASED3,6723,738-66-2%$1.9M$2.0M+$105.2K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED3,6543,886-232-6%$2.0M$2.0M+$24.9K2026-10-30
PFG Advisors
DECREASED3,6433,770-127-3%$1.9M$2.0M+$72.8K2026-10-16
First United Bank & Trust
DECREASED3,6403,680-40-1%$1.9M$2.0M+$117.3K2026-10-22
XXI Wealth, LLC
INCREASED3,6302,502+1,128+45%$1.3M$2.0M+$716.8K2026-10-22
Capital Asset Advisory Services LLC
DECREASED3,6288,407-4,779-57%$4.3M$2.3M-$2.0M2026-10-30
Focus Financial Network, Inc.
DECREASED3,5913,817-226-6%$2.0M$2.0M+$19.9K2026-10-14
Fragasso Financial Advisors Inc
INCREASED3,5902,414+1,176+49%$1.2M$2.1M+$875.2K2026-10-13
Waldron Private Wealth LLC
DECREASED3,5863,685-99-3%$1.9M$2.0M+$85.0K2026-11-02
Lantern Wealth Advisors, LLC
INCREASED3,5803,313+267+8%$1.7M$2.0M+$272.7K2026-10-22
First National Bank Sioux Falls
DECREASED3,5423,640-98-3%$1.9M$2.0M+$65.8K2026-10-13
Advisory Resource Group
INCREASED3,5333,422+111+3%$1.8M$1.9M+$190.9K2026-10-26
Triad Wealth Partners, LLC
UNCHANGED3,5243,52400%$2.0M$1.9M-$68.5K2026-10-26
Essex Bank
DECREASED3,5233,560-37-1%$1.8M$1.9M+$114.4K2026-10-16
Marino, Stram & Associates LLC
INCREASED3,5222,473+1,049+42%$1.3M$1.9M+$672.0K2026-10-22
Thrive Wealth Management, LLC
DECREASED3,5103,552-42-1%$1.8M$1.9M+$111.3K2026-10-13
Simon Quick Advisors, LLC
INCREASED3,5091,072+2,437+227%$550.6K$1.9M+$1.4M2026-10-26
Gibbs Wealth Management
INCREASED3,5012,655+846+32%$1.4M$1.9M+$567.2K2026-10-22
Steinberg Asset Management LLC
DECREASED3,4933,498-50%$1.8M$1.9M+$129.7K2026-10-29
Sander Capital Advisors Inc
DECREASED3,4803,658-178-5%$1.9K$1.9K+$402026-10-20
PCG Asset Management, LLC
INCREASED3,461491+2,970+605%$252.2K$1.9M+$1.7M2026-11-05
Family Capital Trust Co
UNCHANGED3,4213,42100%$1.8M$1.9M+$129.6K2026-10-22
Third View Private Wealth, LLC
INCREASED3,4023,139+263+8%$1.6M$1.9M+$263.9K2026-10-30
Journey Advisory Group, LLC
DECREASED3,3883,431-43-1%$1.8M$1.9M+$106.2K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED3,3863,422-36-1%$1.8M$1.9M+$109.7K2026-10-27
Union Savings Bank
DECREASED3,3693,399-30-1%$1.7M$1.9M+$112.2K2026-10-14
Accurate Wealth Management, LLC
DECREASED3,3484,687-1,339-29%$2.5M$2.0M-$446.8K2026-10-20
Signal Advisors Wealth, LLC
DECREASED3,3423,354-120%$1.7M$1.8M+$120.4K2026-10-13
Waterway Wealth Management, LLC
INCREASED3,3243,234+90+3%$1.7M$1.8M+$171.9K2026-10-28
Clear Creek Financial Management, LLC
INCREASED3,3193,282+37+1%$1.7M$1.8M+$144.8K2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED3,3033,261+42+1%$1.7M$1.8M+$146.3K2026-10-16
Hilltop National Bank
INCREASED3,2873,135+152+5%$1.6M$1.8M+$202.5K2026-10-14
Culbertson A N & Co Inc
INCREASED3,2863,097+189+6%$1.6M$1.8M+$221.5K2026-10-21
Revolve Wealth Partners, LLC
DECREASED3,2773,345-68-2%$1.7M$1.8M+$88.8K2026-10-23
Formidable Asset Management, LLC
DECREASED3,2753,341-66-2%$1.7M$1.7M+$12.3K2026-11-03
Indivisible Partners
INCREASED3,2622,450+812+33%$1.3M$1.8M+$540.8K2026-10-26
Aspiriant, LLC
INCREASED3,2453,174+71+2%$1.6M$1.8M+$159.0K2026-10-16
Sovran Advisors, LLC
INCREASED3,2412,918+323+11%$1.6M$2.1M+$418.3K2026-11-02
Analyst IMS Investment Management Services Ltd.
INCREASED3,2362,707+529+20%$1.4M$1.8K-$1.4M2026-11-05
Central Pacific Bank - Trust Division
DECREASED3,2343,855-621-16%$2.0M$1.8M-$196.5K2026-10-06
First Horizon Corp
DECREASED3,2333,273-40-1%$1.7M$1.8M+$101.9K2026-10-26
Joel Isaacson & Co., LLC
INCREASED3,2233,167+56+2%$1.6M$1.8M+$150.6K2026-11-05
Arrow Financial Corp
DECREASED3,2053,388-183-5%$1.7M$1.8M+$27.4K2026-10-26
Semus Wealth Partners LLC
DECREASED3,2013,299-98-3%$1.7M$1.8M+$70.9K2026-10-22
Elyxium Wealth, LLC
INCREASED3,1983,106+92+3%$1.6M$1.8M+$168.5K2026-10-27
Inlet Private Wealth, LLC
UNCHANGED3,1843,18400%$1.6M$1.8M+$120.6K2026-10-21
Trust Investment Advisors
INCREASED3,1703,029+141+5%$1.6M$1.7M+$192.5K2026-10-20
Intelligent Financial Strategies
DECREASED3,1683,170-20%$1.6M$1.7M+$119.0K2026-10-16
WBH Advisory Inc
DECREASED3,1623,204-42-1%$1.6M$1.7M+$98.1K2026-11-05
SS&H Financial Advisors, Inc.
DECREASED3,1623,197-35-1%$1.6M$1.7K-$1.6M2026-10-28
Cross Staff Investments Inc
INCREASED3,1443,141+3+0%$1.6M$1.7M+$120.2K2026-10-22
Burney Co/
DECREASED3,1313,570-439-12%$1.8M$1.7M-$106.9K2026-10-15
Community Bank & Trust, Waco, Texas
INCREASED3,1273,000+127+4%$1.5M$1.7K-$1.5M2026-10-19
AlphaStar Capital Management, LLC
INCREASED3,1172,615+502+19%$1.3M$1.7M+$376.0K2026-10-16
Fire Capital Management LLC
INCREASED3,1152,887+228+8%$1.5M$1.7M+$235.1K2026-10-27
Versant Capital Management, Inc
INCREASED3,1072,629+478+18%$1.4M$1.7M+$363.2K2026-10-02
Crew Capital Management, Ltd
INCREASED3,1032,977+126+4%$1.5M$1.7M+$182.2K2026-10-28
Embree Financial Group
DECREASED3,0943,227-133-4%$1.7M$1.7M+$48.7K2026-10-22
NWF Advisory Services Inc.
INCREASED3,0722,646+426+16%$1.4M$1.7M+$335.1K2026-10-19
Winch Advisory Services, LLC
DECREASED3,0713,129-58-2%$1.6M$1.7M+$86.8K2026-11-06
Howard Financial Services, Ltd.
INCREASED3,0662,627+439+17%$1.3M$1.7M+$341.4K2026-10-15
Heck Capital Advisors, LLC
INCREASED3,063861+2,202+256%$442.5K$1.7M+$1.2M2026-10-14
Deseret Mutual Benefit Administrators
INCREASED3,0613,014+47+2%$1.5M$1.7M+$140.1K2026-11-04
Biltmore Family Office, LLC
INCREASED3,0613,031+30+1%$1.6M$1.7M+$131.3K2026-11-03
River Street Advisors LLC
INCREASED3,0602,867+193+7%$1.5M$1.7M+$215.0K2026-10-22
Sendero Wealth Management, LLC
DECREASED3,0573,200-143-4%$1.6M$1.7M+$42.3K2026-10-14
Argentarii, LLC
INCREASED3,0473,045+2+0%$1.7M$1.7M-$29.3K2026-10-28
HBW Advisory Services LLC
DECREASED3,0243,749-725-19%$1.9M$1.7M-$258.2K2026-10-15
Delta Financial Advisors LLC
INCREASED3,0222,932+90+3%$1.5M$1.7M+$160.7K2026-10-27
Absher Wealth Management, LLC
INCREASED3,0122,997+15+1%$1.5M$1.7M+$121.8K2026-11-02
Accretive Wealth Partners, LLC
INCREASED3,0082,963+45+2%$1.5M$1.7M+$136.6K2026-11-06
HMS Capital Management, LLC
DECREASED3,0053,031-26-1%$1.6M$1.7M+$100.2K2026-10-20
Manchester Capital Management LLC
DECREASED3,0023,282-280-9%$1.7M$1.7M-$30.1K2026-10-22
Missouri Trust & Investment Co
DECREASED3,0023,107-105-3%$1.8M$1.7M-$125.2K2026-11-04
Winthrop Advisory Group LLC
DECREASED3,0013,118-117-4%$1.6M$1.7M+$53.4K2026-10-22
Plimoth Trust Co LLC
UNCHANGED3,0003,00000%$1.5M$1.7M+$113.6K2026-10-26
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED2,9962,99600%$1.5M$1.7M+$113.5K2026-10-26
James J. Burns & Company, LLC
INCREASED2,9952,967+28+1%$1.5M$1.7M+$127.8K2026-10-22
Newman Dignan & Sheerar, Inc.
INCREASED2,9932,946+47+2%$1.5M$1.7M+$137.4K2026-10-21
Stonebridge Financial Planning Group, LLC
DECREASED2,9913,045-54-2%$1.6M$1.6M+$85.2K2026-11-06
Cadent Capital Advisors, LLC
UNCHANGED2,9902,99000%$1.5M$1.6M+$113.2K2026-10-09
Compton Wealth Advisory Group, LLC
DECREASED2,9872,989-20%$1.6M$1.6M+$81.3K2026-10-13
Excalibur Management Corp
INCREASED2,9832,920+63+2%$1.5M$1.6M+$145.3K2026-11-02
Affinity Capital Advisors, LLC
DECREASED2,9772,979-20%$1.6M$1.8M+$165.8K2026-10-13
Cookson Peirce & Co Inc
DECREASED2,9723,070-98-3%$1.6M$1.6M+$61.9K2026-10-30
First National Trust Co
INCREASED2,9552,795+160+6%$1.4M$1.6M+$194.1K2026-10-28
Uniting Wealth Partners, LLC
INCREASED2,9442,851+93+3%$1.5M$1.6M+$159.3K2026-11-06
C WorldWide Group Holding A/S
UNCHANGED2,9442,94400%$1.5M$1.6K-$1.5M2026-11-04
Boltwood Capital Management
INCREASED2,9352,880+55+2%$1.5M$1.6M+$139.4K2026-10-02
Unique Wealth Strategies, LLC
UNCHANGED2,9322,93200%$1.5M$1.5M$02026-10-13
Tectonic Advisors LLC
INCREASED2,9112,671+240+9%$1.4M$1.6M+$233.2K2026-10-22
Ebert Capital Management Inc.
DECREASED2,9112,927-16-1%$1.5M$1.6M+$102.0K2026-10-08
Sheets Smith Wealth Management
DECREASED2,9072,952-45-2%$1.5M$1.6M+$87.0K2026-10-16
Independent Solutions Wealth Management, LLC
DECREASED2,9013,027-126-4%$1.6M$1.6M+$45.1K2026-10-28
Aljian Capital Management, LLC
DECREASED2,8952,920-25-1%$1.5M$1.6M+$97.0K2026-10-28
BLB&B Advisors, LLC
DECREASED2,8652,868-30%$1.5M$1.6M+$106.7K2026-10-27
Weaver Capital Management LLC
DECREASED2,8623,552-690-19%$1.8M$1.6M-$196.4K2026-10-15
KRS Capital Management, LLC
UNCHANGED2,8542,85400%$1.5M$1.6M+$108.1K2026-10-16
Dale Q Rice Investment Management Ltd
DECREASED2,8472,851-40%$1.5M$1.6M+$105.9K2026-10-09
Pacifica Partners Inc.
DECREASED2,8412,868-27-1%$1.5M$1.6M+$16.6K2026-10-09
Hamilton Capital, LLC
INCREASED2,8252,815+10+0%$1.4M$1.6M+$112.1K2026-10-08
Brandywine OAK Private Wealth LLC
DECREASED2,8152,821-60%$1.4M$1.6M+$103.5K2026-10-23
Darden Wealth Group Inc
INCREASED2,8072,791+16+1%$1.4M$1.5M+$115.1K2026-11-06
First Heartland Consultants, Inc.
INCREASED2,8002,663+137+5%$1.4M$1.5M+$176.4K2026-10-08
Swiss RE LTD
INCREASED2,7971,701+1,096+64%$873.6K$1.5M+$668.8K2026-11-06
Clark Financial Services Group Inc
DECREASED2,7972,803-60%$1.4M$1.5M+$102.9K2026-10-19
Providence Wealth Advisors, LLC
INCREASED2,7912,784+7+0%$1.5M$1.5M+$55.9K2026-10-29
Glass Wealth Management Co LLC
INCREASED2,7641,867+897+48%$958.9K$1.5M+$565.4K2026-10-28
Waterfront Wealth Inc.
UNCHANGED2,7412,74100%$1.4M$1.7M+$258.8K2026-11-03
Oslo Pensjonsforsikring AS
UNCHANGED2,7372,73700%$1.4M$1.5M+$103.7K2026-10-15
Aafmaa Wealth Management & Trust LLC
DECREASED2,7252,819-94-3%$1.4M$1.5M+$54.9K2026-10-14
Money Concepts Capital Corp
INCREASED2,7242,211+513+23%$1.1M$1.5M+$366.6K2026-11-06
Beaumont Asset Management, L.L.C.
DECREASED2,7182,754-36-1%$1.4M$1.5M+$84.4K2026-10-16
Collaborative Fund Advisors, LLC
INCREASED2,713510+2,203+432%$261.9K$1.5M+$1.2M2026-11-02
Symmetry Partners, LLC
INCREASED2,6952,284+411+18%$1.2M$1.5M+$313.5K2026-10-27
Oakworth Capital, Inc.
INCREASED2,6922,691+1+0%$1.4M$1.5M+$100.2K2026-10-26
Maia Wealth LLC
DECREASED2,6903,329-639-19%$1.7M$1.5M-$226.6K2026-10-19
Legacy Edge Advisors, LLC
DECREASED2,6892,705-16-1%$1.4M$1.5M+$93.6K2026-11-06
Intesa Sanpaolo Wealth Management
DECREASED2,6864,124-1,438-35%$2.1M$1.5M-$636.8K2026-10-28
Buckhead Capital Management LLC
DECREASED2,6842,707-23-1%$1.4M$1.5M+$89.8K2026-11-03
Fortis Group Advisors, LLC
INCREASED2,6802,367+313+13%$1.2M$1.7M+$494.1K2026-11-06
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED2,6674,071-1,404-34%$2.1M$1.5M-$620.4K2026-10-14
SYM Financial Corp
DECREASED2,6582,669-110%$1.4M$1.5M+$94.9K2026-10-26
Regatta Capital Group, LLC
INCREASED2,6562,650+6+0%$1.4M$1.5M+$103.2K2026-10-23
Naples Global Advisors, LLC
INCREASED2,6422,629+13+0%$1.4M$1.5M+$106.7K2026-11-05
SC&H Financial Advisors, Inc.
DECREASED2,6402,723-83-3%$1.4M$1.5M+$57.3K2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED2,6382,625+13+1%$1.3M$1.5M+$106.8K2026-10-16
Amarillo National Bank
UNCHANGED2,6312,63100%$1.4M$1.5M+$99.6K2026-10-23
Corundum Group, Inc.
INCREASED2,6162,508+108+4%$1.3M$1.4M+$154.5K2026-10-28
Avantax Planning Partners, Inc.
INCREASED2,6032,423+180+7%$1.2M$1.4M+$191.1K2026-11-03
Stevens Capital Partners
INCREASED2,6022,414+188+8%$1.2M$1.4M+$195.2K2026-10-29
Childress Capital Advisors, LLC
INCREASED2,5932,419+174+7%$1.2M$1.4M+$187.1K2026-10-28
Buttonwood Financial Advisors Inc.
INCREASED2,5892,480+109+4%$1.3M$1.4M+$154.2K2026-10-13
Legacy Advisors, LLC
DECREASED2,5882,654-66-2%$1.4M$1.4M+$64.1K2026-10-19
Asset Planning,Inc
UNCHANGED2,5882,58800%$1.3M$1.4M+$98.0K2026-10-26
Souders Financial Advisors
DECREASED2,5862,854-268-9%$1.5M$1.4M-$39.7K2026-11-03
Anchyra Partners LLC
INCREASED2,5771,902+675+35%$976.9K$1.4M+$444.3K2026-10-13
MCF Advisors LLC
DECREASED2,5772,841-264-9%$1.5M$1.4M-$38.2K2026-10-28
Quadcap Wealth Management, LLC
INCREASED2,5632,516+47+2%$1.3M$1.4M+$121.2K2026-11-02
Marin Bay Wealth Advisors, LLC
INCREASED2,5512,519+32+1%$1.3M$1.4M+$112.9K2026-10-28
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED2,5502,55000%$1.3M$1.4M+$96.6K2026-11-06
Kepler Cheuvreux (Suisse) SA
DECREASED2,5493,765-1,216-32%$1.9M$1.4M-$528.0K2026-10-20
Cidel Asset Management Inc
INCREASED2,5462,399+147+6%$1.2M$1.4M+$171.9K2026-10-29
Mcdaniel Terry & Co
UNCHANGED2,5452,54500%$1.3M$1.4M+$96.4K2026-11-05
Adirondack Capital Advisors, LLC
UNCHANGED2,5402,54000%$1.3M$1.4M+$96.2K2026-10-09
Income Insurance Ltd
DECREASED2,5382,578-40-2%$1.3M$1.4M+$75.6K2026-10-21
Letson Investment Management, Inc.
INCREASED2,5372,512+25+1%$1.3M$1.4M+$109.1K2026-11-05
Piar LLC
DECREASED2,5202,560-40-2%$1.3M$1.4M+$74.9K2026-10-21
Split Creek LLC DBA Split Creek Capital LLC
DECREASED2,5172,534-17-1%$1.3M$1.4M+$86.6K2026-11-02
Client 1ST Advisory Group, LLC
DECREASED2,5152,536-21-1%$1.3M$1.4M+$84.5K2026-10-19
Evanson Financial, LLC
UNCHANGED2,5132,51300%$1.3M$1.4M+$95.2K2026-10-23
WBI Investments, LLC
INCREASED2,512418+2,094+501%$214.5K$1.4M+$1.2M2026-11-05
Beaumont Financial Advisors, LLC
DECREASED2,5072,685-178-7%$1.4M$1.4M+$3.5K2026-10-22
Fiduciary Family Office, LLC
INCREASED2,4982,127+371+17%$1.1M$1.4M+$285.1K2026-11-04
Stablepoint Partners, LLC
INCREASED2,4982,428+70+3%$1.2M$1.4M+$130.6K2026-11-03
Cassia Capital Partners, LLC
INCREASED2,4772,475+2+0%$1.3M$1.4M+$94.7K2026-11-04
Legacy Capital Wealth Partners, LLC
DECREASED2,4752,485-100%$1.3M$1.4M+$88.9K2026-10-21
Grant Private Wealth Management Inc
INCREASED2,4681,305+1,163+89%$670.4K$1.4M+$690.9K2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
INCREASED2,4682,464+4+0%$1.3M$1.4M+$95.2K2026-10-29
Cromwell Holdings LLC
DECREASED2,4312,481-50-2%$1.3M$1.3M+$66.4K2026-10-28
Whitener Capital Management, Inc.
INCREASED2,4262,395+31+1%$1.2M$1.3M+$107.8K2026-10-15
SmartHarvest Portfolios, LLC
DECREASED2,4242,651-227-9%$1.4M$1.3M-$24.8K2026-10-26
Virtue Asset Management LLC
INCREASED2,4242,340+84+4%$1.2M$1.3M+$134.9K2026-10-21
Arwa LLC
DECREASED2,4222,617-195-7%$1.4M$1.5M+$21.8K2026-10-21
McAdam, LLC
INCREASED2,4162,288+128+6%$1.2M$1.3M+$157.3K2026-10-21
Stenger Family Office, LLC
DECREASED2,4077,159-4,752-66%$3.7M$1.5M-$2.2M2026-10-22
Investment Research Partners LLC
INCREASED2,4072,376+31+1%$1.2M$1.3M+$107.1K2026-10-19
Capital Advisors, Ltd. LLC
INCREASED2,4052,369+36+2%$1.2K$1.3K+$1092026-10-27
Hennessy Advisors Inc
INCREASED2,4002,100+300+14%$1.1M$1.3M+$245.0K2026-10-28
Hobart Private Capital, LLC
INCREASED2,3981,926+472+25%$989.2K$1.3M+$333.2K2026-10-19
Orrstown Financial Services Inc
DECREASED2,3952,439-44-2%$1.3M$1.3M+$68.1K2026-10-14
SevenBridge Financial Group, LLC
UNCHANGED2,3882,38800%$1.3M$1.5M+$137.2K2026-10-26
Provenance Wealth Advisors, LLC
INCREASED2,386295+2,091+709%$151.5K$1.3M+$1.2M2026-10-30
Gratus Wealth Advisors, LLC
DECREASED2,3812,474-93-4%$1.3M$1.3M+$42.4K2026-10-26
GKV Capital Management Co., Inc.
INCREASED2,3792,375+4+0%$1.2M$1.3M+$92.1K2026-11-06
Cape Investment Advisory, Inc.
DECREASED2,3642,627-263-10%$1.3M$1.3M-$45.5K2026-10-13
Tred Avon Family Wealth, LLC
INCREASED2,3512,340+11+0%$1.2M$1.3M+$94.7K2026-10-20
J.Safra Asset Management Corp
INCREASED2,3312,264+67+3%$1.2M$1.3M+$122.7K2026-11-03
FSM Wealth Advisors, LLC
INCREASED2,3272,188+139+6%$1.1M$1.3M+$214.0K2026-10-27
Peterson Wealth Management
INCREASED2,3132,075+238+11%$1.1M$1.3M+$210.2K2026-11-06
Forza Wealth Management, LLC
INCREASED2,2932,078+215+10%$1.1M$1.3M+$197.3K2026-10-20
Impact Capital Partners LLC
DECREASED2,2932,306-13-1%$1.2M$1.3M+$80.2K2026-10-22
Whelan Financial
INCREASED2,2791,966+313+16%$1.0M$1.3M+$247.3K2026-10-28
Family Legacy, Inc.
INCREASED2,2712,262+9+0%$1.2M$1.3M+$90.6K2026-10-13
Connecticut Wealth Management, LLC
INCREASED2,2602,155+105+5%$1.1M$1.2M+$139.5K2026-10-13
Strategic Blueprint, LLC
INCREASED2,2421,814+428+24%$931.9K$1.2M+$304.4K2026-10-22
Northbridge Financial Group, LLC
INCREASED2,2362,144+92+4%$1.1M$1.3M+$165.4K2026-11-05
Balefire, LLC
DECREASED2,2332,341-108-5%$1.2M$1.2M+$29.1K2026-10-09
OAK Family Advisors, LLC
UNCHANGED2,2262,22600%$1.1M$1.2M+$84.3K2026-10-19
Atlas Brown,Inc.
INCREASED2,2212,214+7+0%$1.1M$1.2M+$87.7K2026-10-09
Mendel Money Management
DECREASED2,2182,311-93-4%$1.2M$1.2M+$36.2K2026-11-02
Bison Wealth, LLC
INCREASED2,2132,133+80+4%$1.1M$1.3M+$179.6K2026-10-13
TFC Financial Management, Inc.
DECREASED2,2002,553-353-14%$1.3M$1.2M-$98.0K2026-10-26
Peak Financial Advisors LLC
INCREASED2,1991,435+764+53%$737.1K$1.2M+$475.7K2026-10-28
Occidental Asset Management, LLC
INCREASED2,1971,936+261+13%$994.6K$1.2M+$217.3K2026-11-05
Hutchens & Kramer Investment Management Group, LLC
DECREASED2,1942,257-63-3%$1.2M$1.2M+$50.8K2026-10-16
Wealth Intelligence, LLC
INCREASED2,1882,049+139+7%$1.1M$1.2M+$154.3K2026-10-16
Balentine LLC
DECREASED2,1833,154-971-31%$1.6M$1.2M-$416.0K2026-11-03
Abel Hall, LLC
INCREASED2,1831,402+781+56%$720.0K$1.2M+$483.8K2026-10-19
Jacobsen Capital Management
DECREASED2,1782,179-10%$1.1M$1.2M+$82.0K2026-10-27
Intelligence Driven Advisers, LLC
DECREASED2,1722,443-271-11%$1.3M$1.2M-$56.7K2026-10-09
Financial Consulate, Inc
DECREASED2,1722,249-77-3%$1.2M$1.2M+$42.7K2026-10-23
Werba Rubin Papier Wealth Management
INCREASED2,1702,061+109+5%$1.1M$1.2M+$138.1K2026-11-06
SP Asset Management LLC
DECREASED2,1652,258-93-4%$1.2M$1.2M+$34.3K2026-11-05
Vann Equity Management LLC
INCREASED2,1642,159+5+0%$1.1M$1.2M+$84.5K2026-10-08
D.B. Root & Company, LLC
INCREASED2,1562,086+70+3%$1.1M$1.2M+$117.3K2026-11-04
Demars Financial Group, LLC
DECREASED2,1502,214-64-3%$1.1M$1.2M+$48.4K2026-10-22
Spirit of America Management Corp
UNCHANGED2,1502,15000%$1.1M$1.2M+$81.4K2026-10-14
Partners Wealth Management, LLC
INCREASED2,148469+1,679+358%$240.9K$1.2M+$943.8K2026-10-28
Evermay Wealth Management LLC
INCREASED2,1421,784+358+20%$916.3K$1.2M+$265.0K2026-11-05
Jeter Robert S II
INCREASED2,140538+1,602+298%$283.4K$1.3M+$1.0M2026-10-16
May Hill Capital, LLC
INCREASED2,1401,800+340+19%$924.5K$1.2M+$255.7K2026-11-03
Rydar Equities, Inc.
INCREASED2,1352,132+3+0%$1.2M$1.2M+$66.3K2026-10-13
Western Financial Corp
INCREASED2,1342,127+7+0%$1.1M$1.2M+$84.2K2026-10-14
Northern Financial Advisors Inc
DECREASED2,1322,212-80-4%$1.1M$1.2M+$39.5K2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED2,1282,12800%$1.1M$1.2M+$80.6K2026-10-21
Challenger Wealth Management
DECREASED2,1272,152-25-1%$1.1M$1.2M+$67.8K2026-10-30
Foster Group, Inc.
INCREASED2,1222,104+18+1%$1.1M$1.2M+$89.6K2026-10-13
4J Wealth Management LLC
DECREASED2,1172,236-119-5%$1.1M$1.2M+$19.2K2026-11-02
Oarsman Capital, Inc.
INCREASED2,1041,833+271+15%$941.4K$1.2M+$218.9K2026-11-05
Regent Peak Wealth Advisors LLC
INCREASED2,0982,042+56+3%$1.0M$1.2M+$108.4K2026-10-13
Atwater Malick LLC
DECREASED2,0922,192-100-5%$1.1M$1.2M+$27.9K2026-10-15
Northcape Wealth Management, LLC
INCREASED2,0902,077+13+1%$1.1M$1.2M+$85.8K2026-11-04
Solstein Capital, LLC
UNCHANGED2,0872,08700%$1.1M$1.2M+$79.0K2026-11-02
Sunbeam Capital Management, LLC
DECREASED2,0842,257-173-8%$1.2M$1.1M-$9.7K2026-11-05
Stiles Financial Services Inc
INCREASED2,0842,070+14+1%$1.1M$1.1M+$86.1K2026-10-30
Prentice Wealth Management LLC
DECREASED2,0832,131-48-2%$1.1M$1.1M+$54.2K2026-10-20
Root Financial Partners, LLC
INCREASED2,0791,789+290+16%$919.0K$1.1M+$227.7K2026-10-21
EPG Wealth Management LLC
INCREASED2,0711,999+72+4%$1.0M$1.1M+$115.5K2026-11-03
Chung Wu Investment Group, LLC
DECREASED2,0652,075-100%$1.1M$1.1M+$73.1K2026-11-03
Financial Management Network Inc
UNCHANGED2,0652,06500%$1.1M$1.1M+$18.0K2026-10-09
Lee Financial Co
INCREASED2,0642,050+14+1%$1.1M$1.1M+$85.4K2026-10-16
Disciplined Equity Management, Inc.
UNCHANGED2,0572,05700%$1.1M$1.1M+$77.9K2026-10-14
Leo Wealth, LLC
NEW2,053—+2,053——$1.1M—2026-10-26
Alpha Family Trust
UNCHANGED2,0502,05000%$1.1M$1.1M$02026-11-04
D'Orazio & Associates, Inc.
INCREASED2,0451,794+251+14%$921.4K$1.1M+$206.4K2026-11-04
Invariant Investment Management
INCREASED2,0422,033+9+0%$1.1M$1.1M+$43.9K2026-10-08
Knuff & Co LLC
UNCHANGED2,0402,04000%$1.0M$1.1M+$77.3K2026-11-06
MSH Capital Advisors LLC
INCREASED2,0381,963+75+4%$1.0M$1.1M+$115.7K2026-11-03
Golden Reserve Retirement LLC
INCREASED2,0361,625+411+25%$834.6K$1.1M+$288.3K2026-11-02
Beverly Hills Private Wealth, LLC
DECREASED2,0362,073-37-2%$1.1M$1.1M+$58.0K2026-11-04
Claro Advisors Inc.
INCREASED2,0311,567+464+30%$805.1K$1.1M+$315.3K2026-11-02
Wincap Financial LLC
DECREASED2,0302,148-118-5%$1.1M$1.1M+$16.4K2026-10-20
Veracity Capital LLC
INCREASED2,0101,956+54+3%$1.0M$1.1M+$104.0K2026-10-08
Intrua Financial, LLC
DECREASED2,0082,094-86-4%$1.1M$1.1M+$32.1K2026-10-28
Ticino Wealth
INCREASED1,9941,960+34+2%$1.0M$1.1M+$93.0K2026-10-13
Doliver Advisors, LP
DECREASED1,9932,025-32-2%$1.0M$1.1M+$59.0K2026-10-01
Flagship Wealth Advisors, LLC
UNCHANGED1,9911,99100%$1.0M$1.1M+$75.4K2026-11-03
Alliance Wealth Advisors, LLC
DECREASED1,9792,347-368-16%$1.2M$1.1M-$113.7K2026-10-28
Valley Brook Capital Group, Inc.
INCREASED1,9741,973+1+0%$1.0M$1.1M+$74.8K2026-10-26
Barden Capital Management, Inc.
DECREASED1,9731,989-16-1%$1.0M$1.1M+$66.5K2026-10-09
Augustine Asset Management Inc
INCREASED1,9621,805+157+9%$927.0K$1.1M+$154.9K2026-10-13
Washington Trust Co
INCREASED1,9531,948+5+0%$1.0M$1.1M+$76.5K2026-10-22
Womack Financial LLC
UNCHANGED1,9451,94500%$999.0K$1.1M+$73.7K2026-10-14
Aries Wealth Management
UNCHANGED1,9391,93900%$995.9K$1.1M+$73.4K2026-10-23
Argonautica Private Wealth Management, Inc
UNCHANGED1,9391,93900%$995.9K$1.1M+$73.4K2026-11-02
United Community Bank
INCREASED1,9341,868+66+4%$959.4K$1.1M+$107.1K2026-10-28
Baron Wealth Management LLC
INCREASED1,9331,612+321+20%$828.1K$1.1M+$238.1K2026-10-27
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED1,9242,143-219-10%$1.1M$1.1M-$40.1K2026-10-28
Ddfg, Inc
UNCHANGED1,9191,91900%$985.5K$1.1M+$72.8K2026-10-15
Navigation Group, LLC
INCREASED1,9041,786+118+7%$917.3K$1.0M+$132.5K2026-10-28
Lincoln Capital Corp
INCREASED1,9001,897+3+0%$974.4K$1.0M+$73.5K2026-10-13
Violich Capital Management, Inc.
UNCHANGED1,9001,90000%$975.8K$1.0M+$72.0K2026-10-05
Armstrong, Fleming & Moore, Inc
UNCHANGED1,8961,89600%$973.9K$1.0M+$71.8K2026-10-28
KCM Investment Advisors LLC
DECREASED1,8882,918-1,030-35%$1.5M$1.0M-$457.4K2026-10-27
Values Added Financial LLC
INCREASED1,8881,787+101+6%$917.8K$1.0M+$123.4K2026-10-28
Crusonia Wealth Advisors LLC
DECREASED1,8822,209-327-15%$1.1M$1.0M-$96.8K2026-10-26
MBL Wealth, LLC
INCREASED1,8761,840+36+2%$945.0K$1.0M+$89.3K2026-10-22
Griffin Asset Management, Inc.
UNCHANGED1,8751,87500%$963.0K$1.0M+$71.0K2026-10-22
Howard Wealth Management, LLC
DECREASED1,8701,871-10%$960.9K$1.0M+$70.3K2026-10-28
Prosperity Financial Group, Inc.
INCREASED1,8681,595+273+17%$819.3K$1.0M+$211.0K2026-10-29
Radnor Capital Management, LLC
UNCHANGED1,8621,86200%$956.3K$1.0M+$70.5K2026-10-23
New Capital Management LP
DECREASED1,8611,875-14-1%$963.1K$1.0M+$63.3K2026-10-29
Detalus Advisors, LLC
INCREASED1,8581,857+1+0%$953.9K$1.0M+$70.5K2026-10-15
Traphagen Investment Advisors LLC
UNCHANGED1,8571,85700%$953.7K$1.0M+$70.5K2026-10-14
Atticus Wealth Management, LLC
INCREASED1,8551,645+210+13%$845.0K$1.0M+$177.7K2026-10-20
AA Financial Advisors, LLC
INCREASED1,8481,778+70+4%$913.2K$1.0M+$106.1K2026-10-19
Peoples Bank
UNCHANGED1,8371,83700%$943.5K$1.0M+$69.6K2026-10-09
United Advisor Group, LLC
INCREASED1,8291,546+283+18%$794.3K$1.0M+$214.2K2026-11-03
Wealth Dimensions Group, Ltd.
INCREASED1,8261,516+310+20%$778.4K$1.0M+$228.6K2026-11-02
111 Capital
DECREASED1,8243,706-1,882-51%$1.9M$1.0M-$897.5K2026-11-03
BankChampaign, National Association
INCREASED1,8231,776+47+3%$912.2K$1.0M+$93.2K2026-10-19
Bingham Private Wealth, LLC
DECREASED1,8211,946-125-6%$999.3K$1.0M+$4.8K2026-11-05
August Group Capital Ltd
INCREASED1,8201,813+7+0%$930.6K$1.0M+$72.5K2026-10-14
Vision Capital Management, Inc.
INCREASED1,8191,782+37+2%$915.3K$1.0M+$87.9K2026-10-20
E&G Advisors, LLC
UNCHANGED1,8171,81700%$933.2K$1.0M+$68.8K2026-10-13
Johnson & White Wealth Management, LLC
DECREASED1,8131,819-60%$934.2K$999.8K+$65.6K2026-11-03
Independence Wealth Advisors, LLC
DECREASED1,8131,816-30%$932.9K$1.0M+$67.2K2026-10-29
Rossby Financial, LCC
DECREASED1,8111,953-142-7%$1.0M$999.0K-$4.1K2026-11-05
Alpine Bank Wealth Management
UNCHANGED1,7951,79500%$921.9K$989.9K+$68.0K2026-10-16
Legacy Trust
INCREASED1,7881,675+113+7%$860.3K$1.1M+$280.5K2026-11-06
Annex Advisory Services, LLC
DECREASED1,7881,836-48-3%$942.6K$986.3K+$43.7K2026-10-16
Rhodes Investment Advisors Inc
UNCHANGED1,7811,78100%$914.7K$982.2K+$67.4K2026-10-07
XML Financial, LLC
INCREASED1,7791,629+150+9%$836.7K$981.1K+$144.4K2026-10-29
WealthPLAN Partners, LLC
DECREASED1,7731,779-60%$913.6K$977.7K+$64.1K2026-10-15
Capstone Capital Management Ltd
NEW1,772—+1,772——$977.2K—2026-10-21
Monument Capital Management
INCREASED1,7721,646+126+8%$845.5K$977.4K+$131.9K2026-10-09
Traveka Wealth, LLC
INCREASED1,7711,502+269+18%$771.3K$976.5K+$205.2K2026-10-19
MW Advisory, LLC
INCREASED1,7651,346+419+31%$691.4K$973.4K+$282.0K2026-10-19
Enhancing Capital LLC
DECREASED1,7642,464-700-28%$1.3M$972.8K-$292.7K2026-10-26
Providence First Trust Co
INCREASED1,762453+1,309+289%$232.9K$971.7K+$738.8K2026-11-02
Old Port Advisors
INCREASED1,7551,672+83+5%$858.7K$967.7K+$109.0K2026-10-23
jvl associates llc
INCREASED1,7521,713+39+2%$879.8K$966.2K+$86.4K2026-10-09
Beacon Bank & Trust
DECREASED1,7511,841-90-5%$945.5K$965.6K+$20.1K2026-10-27
Nilsine Partners, LLC
INCREASED1,7481,660+88+5%$852.4K$963.9K+$111.5K2026-11-02
Nippon Life Global Investors Americas, Inc.
UNCHANGED1,7401,74000%$893.7K$959.6K+$65.9K2026-10-29
Syntegra Private Wealth Group, LLC
INCREASED1,7341,547+187+12%$794.5K$956.3K+$161.7K2026-10-13
Bernicke Wealth Management, Ltd.
INCREASED1,7331,674+59+4%$859.8K$955.7K+$96.0K2026-11-06
Werlinich Asset Management, LLC
UNCHANGED1,7281,72800%$887.5K$952.9K+$65.4K2026-10-09
Byrne Asset Management LLC
INCREASED1,7271,560+167+11%$801.2K$949.9K+$148.6K2026-10-06
McLean Asset Management Corp
DECREASED1,7241,738-14-1%$995.9K$1.1M+$134.7K2026-11-06
Cadinha & Co LLC
DECREASED1,7221,842-120-7%$946.1K$949.6K+$3.6K2026-10-22
Family Capital Management, Inc.
INCREASED1,7221,710+12+1%$878.3K$949.5K+$71.2K2026-11-03
Hara Capital LLC
UNCHANGED1,7131,71300%$879.8K$944.7K+$64.9K2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED1,7111,732-21-1%$889.6K$943.6K+$54.0K2026-10-27
Gould Asset Management LLC
DECREASED1,7101,725-15-1%$885.7K$942.7K+$57.0K2026-11-06
BIP Wealth, LLC
INCREASED1,7091,698+11+1%$872.0K$942.4K+$70.4K2026-10-22
SkyOak Wealth, LLC
UNCHANGED1,7001,70000%$873.1K$937.5K+$64.4K2026-10-28
Genesis Private Wealth, LLC
INCREASED1,6971,634+63+4%$839.3K$935.9K+$96.6K2026-11-02
Hoxton Planning & Management, LLC
INCREASED1,6961,654+42+3%$849.5K$935.3K+$85.8K2026-10-15
HF Advisory Group, LLC
DECREASED1,6942,349-655-28%$1.2M$934.4K-$272.3K2026-10-09
Southern Michigan Bank & Trust
DECREASED1,6931,819-126-7%$934.2K$933.6K-$5992026-10-19
Bria Capital Group, LLC
INCREASED1,6891,408+281+20%$723.1K$931.4K+$208.3K2026-10-22
Great Diamond Partners, LLC
INCREASED1,6861,622+64+4%$833.1K$929.8K+$96.7K2026-10-13
Lantz Financial LLC
INCREASED1,6851,656+29+2%$850.4K$929.4K+$79.1K2026-10-15
Greenspring Advisors, LLC
INCREASED1,6761,552+124+8%$797.2K$924.3K+$127.1K2026-11-05
Cache Advisors, LLC
DECREASED1,6712,295-624-27%$1.2M$921.5K-$257.2K2026-10-16
Guardian Capital, LLC
DECREASED1,6701,929-259-13%$990.8K$920.9K-$69.9K2026-11-06
Sterling Investment Counsel, LLC
DECREASED1,6681,806-138-8%$927.6K$919.9K-$7.7K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED1,6671,211+456+38%$622.3K$919.8K+$297.5K2026-10-29
55 North Private Wealth, LLC
INCREASED1,6651,469+196+13%$754.5K$918.2K+$163.7K2026-10-20
Quantum Financial Advisors, LLC
INCREASED1,6641,569+95+6%$805.9K$917.7K+$111.8K2026-11-03
Strong Retirement Solutions LLC
DECREASED1,6631,671-80%$858.2K$917.1K+$58.9K2026-10-07
Silphium Asset Management Ltd
UNCHANGED1,6631,66300%$854.1K$917.1K+$63.0K2026-10-27
Lazari Capital Management, Inc.
DECREASED1,6601,667-70%$856.3K$915.6K+$59.3K2026-10-20
Canvas Wealth Advisors, LLC
INCREASED1,6591,633+26+2%$838.7K$1.1M+$215.9K2026-11-02
Trust Co of the South
UNCHANGED1,6561,65600%$850.5K$913.2K+$62.7K2026-10-21
South Shore Capital Advisors
DECREASED1,6551,874-219-12%$962.3K$912.6K-$49.8K2026-10-20
LifeSteps Financial, Inc.
DECREASED1,6541,679-25-1%$862.4K$912.2K+$49.8K2026-10-15
Ashton Thomas Securities, LLC
INCREASED1,6511,523+128+8%$777.1K$910.5K+$133.4K2026-10-26
Magnus Financial Group LLC
INCREASED1,6491,523+126+8%$782.4K$909.5K+$127.1K2026-10-21
Garrett Wealth Advisory Group, LLC
DECREASED1,6471,666-19-1%$855.7K$908.3K+$52.6K2026-10-22
First Merchants Corp
INCREASED1,6371,621+16+1%$832.5K$902.8K+$70.2K2026-10-15
Brucke Financial, Inc.
INCREASED1,633985+648+66%$505.9K$900.6K+$394.7K2026-10-23
Auxano Advisors, LLC
INCREASED1,6311,625+6+0%$834.8K$899.5K+$64.8K2026-11-06
Amplius Wealth Advisors, LLC
INCREASED1,6271,272+355+28%$653.3K$897.2K+$243.9K2026-10-20
Baker Ellis Asset Management LLC
DECREASED1,6271,727-100-6%$887.2K$897.5K+$10.3K2026-10-14
First Interstate Bank
INCREASED1,6211,610+11+1%$826.9K$893.9K+$67.0K2026-10-23
Wedgewood Investors Inc
UNCHANGED1,6201,62000%$832.0K$893.4K+$61.3K2026-10-28
Tilia Fiduciary Partners, Inc.
DECREASED1,6181,623-50%$833.4K$892.2K+$58.9K2026-10-09
Bigelow Investment Advisors, LLC
INCREASED1,6181,616+2+0%$830.0K$892.3K+$62.3K2026-10-13
Juncture Wealth Strategies, LLC
INCREASED1,6141,575+39+2%$808.9K$890.2K+$81.2K2026-10-06
Diligent Investors, LLC
DECREASED1,6131,720-107-6%$883.5K$889.8K+$6.3K2026-10-21
Acropolis Investment Management, LLC
DECREASED1,6111,894-283-15%$972.6K$888.2K-$84.4K2026-10-08
Capital Investment Counsel, LLC
DECREASED1,6111,691-80-5%$868.5K$888.4K+$19.9K2026-10-14
Key FInancial Inc
INCREASED1,6091,574+35+2%$808.4K$887.3K+$78.9K2026-11-02
Argos Wealth Advisors, LLC
DECREASED1,6071,705-98-6%$875.7K$886.2K+$10.5K2026-11-02
DT Investment Partners, LLC
INCREASED1,6071,517+90+6%$779.1K$886.2K+$107.1K2026-10-27
New Covenant Trust Company, N.A.
INCREASED1,6061,238+368+30%$635.8K$885.7K+$249.8K2026-10-08
Costello Asset Management, Inc
UNCHANGED1,6051,60500%$824.3K$885.1K+$60.8K2026-10-30
Prentiss Smith & Co Inc
UNCHANGED1,6051,60500%$824.3K$885.1K+$60.8K2026-10-27
Guerra PAN Advisors, LLC
INCREASED1,5991,584+15+1%$813.5K$985.6K+$172.1K2026-10-26
Argus Investors' Counsel, Inc.
INCREASED1,5961,522+74+5%$781.8K$880.2K+$98.5K2026-10-09
Plan A Wealth LLC
INCREASED1,5941,565+29+2%$803.8K$879.1K+$75.3K2026-10-08
Allen Capital Group, LLC
INCREASED1,5891,438+151+11%$738.6K$876.3K+$137.7K2026-10-27
Victrix Investment Advisors
INCREASED1,5861,573+13+1%$807.7K$874.5K+$66.7K2026-10-13
Belleair Asset Management, LLC
UNCHANGED1,5861,58600%$814.6K$874.6K+$60.1K2026-11-03
Abundance Wealth Counselors
DECREASED1,5771,582-50%$812.5K$869.7K+$57.2K2026-10-26
Pinion Investment Advisors, LLC
DECREASED1,5701,724-154-9%$885.6K$865.6K-$20.1K2026-11-04
BXM Wealth LLC
UNCHANGED1,5701,57000%$806.4K$865.9K+$59.5K2026-11-03
Laurel OAK Wealth Management, LLC
INCREASED1,5671,480+87+6%$760.1K$864.2K+$104.0K2026-10-19
Prescott Group Capital Management, L.L.C.
UNCHANGED1,5651,56500%$803.8K$863.1K+$59.3K2026-10-30
Woodley Farra Manion Portfolio Management Inc
INCREASED1,5541,548+6+0%$795.1K$857.0K+$61.9K2026-11-05
Arsenal Capital Advisors LLC
INCREASED1,5421,525+17+1%$783.2K$850.4K+$67.1K2026-11-02
Crescent Sterling, Ltd.
DECREASED1,5421,546-40%$794.0K$850.4K+$56.3K2026-10-16
Aspetuck Financial Management LLC
DECREASED1,5381,610-72-4%$826.9K$848.2K+$21.3K2026-11-04
Generali Investments, Management Co LLC
UNCHANGED1,5371,53700%$789.4K$847.6K+$58.2K2026-10-19
Dutch Asset Corp
INCREASED1,5351,498+37+2%$769.5K$846.8K+$77.3K2026-10-20
Ariadne Wealth Management, LP
DECREASED1,5291,549-20-1%$795.6K$843.2K+$47.6K2026-11-06
Pines Wealth Management, LLC
DECREASED1,5241,628-104-6%$836.1K$840.4K+$4.3K2026-10-21
SeaCrest Wealth Management, LLC
INCREASED1,5231,401+122+9%$719.6K$839.9K+$120.3K2026-10-21
Verus Wealth Management, LLC
NEW1,518—+1,518——$836.9K—2026-10-13
Seven Mile Advisory
DECREASED1,5151,555-40-3%$798.6K$835.5K+$36.8K2026-10-22
Core Wealth Partners LLC
DECREASED1,5081,911-403-21%$981.5K$831.7K-$149.9K2026-11-02
Unique Wealth, LLC
DECREASED1,5081,543-35-2%$792.5K$831.7K+$39.1K2026-10-16
TSG Advice Partners, LLC
NEW1,507—+1,507——$773.9K—2026-10-29
Nova R Wealth, Inc.
DECREASED1,5021,503-10%$772.1K$828.6K+$56.5K2026-10-26
Cypress Wealth Services, LLC
INCREASED1,5011,472+29+2%$756.2K$850.3K+$94.2K2026-10-21
Levin Capital Strategies, L.P.
UNCHANGED1,5001,50000%$770.4K$827.2K+$56.8K2026-11-02
Wealth Science Advisors LLC
DECREASED1,4901,995-505-25%$1.0M$821.7K-$202.9K2026-10-09
M. Kraus & Co
DECREASED1,4881,498-10-1%$769.4K$820.6K+$51.2K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED1,4801,336+144+11%$686.3K$816.2K+$130.0K2026-10-20
Traynor Capital Management, Inc.
INCREASED1,4801,360+120+9%$698.7K$816.3K+$117.6K2026-10-29
True North Advisors, LLC
DECREASED1,4791,898-419-22%$974.9K$815.7K-$159.2K2026-10-22
Precedent Wealth Partners, LLC
INCREASED1,475610+865+142%$313.2K$813.4K+$500.1K2026-10-21
PFC Capital Group, Inc.
DECREASED1,4741,724-250-14%$885.0K$812.9K-$72.1K2026-11-06
Diversified Portfolios, Inc.
DECREASED1,4711,506-35-2%$773.5K$811.2K+$37.7K2026-11-04
CDM Financial Counseling Services, Inc.
INCREASED1,4701,455+15+1%$747.4K$810.8K+$63.5K2026-10-15
Earned Wealth Advisors, LLC
INCREASED1,4651,316+149+11%$675.7K$808.0K+$132.3K2026-11-06
Five Oceans Advisors
DECREASED1,4641,558-94-6%$800.2K$807.4K+$7.2K2026-10-22
KPP Advisory Services LLC
INCREASED1,4621,005+457+45%$516.2K$806.3K+$290.2K2026-10-26
Syverson Strege & Co
INCREASED1,4611,446+15+1%$742.7K$805.7K+$63.0K2026-11-02
Kraft, Davis & Associates, LLC
DECREASED1,4611,462-10%$758.0K$900.2K+$142.2K2026-10-21
Argyle Capital Partners, LLC
DECREASED1,4591,466-70%$753.0K$804.5K+$51.5K2026-10-23
Goldenstone Wealth Management LLC
INCREASED1,4591,458+1+0%$748.6K$804.4K+$55.8K2026-11-04
Gerber Kawasaki Wealth & Investment Management
INCREASED1,4561,247+209+17%$640.6K$803.3K+$162.7K2026-10-29
Wheelhouse Advisory Group LLC
DECREASED1,4511,517-66-4%$779.3K$800.3K+$21.0K2026-10-20
Gilliland Jeter Wealth Management LLC
DECREASED1,4431,445-20%$742.0K$795.7K+$53.7K2026-10-28
One Wealth Capital Management, LLC
INCREASED1,441614+827+135%$315.4K$794.7K+$479.3K2026-10-23
Consilium Wealth Advisory, LLC
INCREASED1,4411,421+20+1%$729.7K$794.6K+$64.9K2026-10-14
Diversified Management Inc
INCREASED1,4401,073+367+34%$551.1K$794.1K+$243.0K2026-10-08
Miller Financial Services LLC
INCREASED1,4391,418+21+1%$728.3K$793.6K+$65.3K2026-10-20
Parcion Private Wealth LLC
INCREASED1,4381,283+155+12%$658.9K$793.0K+$134.1K2026-10-28
Sage Private Wealth Group, LLC
INCREASED1,4381,437+1+0%$738.1K$792.8K+$54.7K2026-10-21
Global Assets Advisory, LLC
DECREASED1,4311,647-216-13%$865.7K$807.4K-$58.3K2026-10-28
Mitchell & Pahl Private Wealth, LLC
DECREASED1,4311,437-60%$738.1K$789.2K+$51.1K2026-10-14
Matrix Trust Co
DECREASED1,4301,542-112-7%$792$789-$32026-10-07
Community Bank, N.A.
DECREASED1,4251,450-25-2%$744.7K$785.8K+$41.1K2026-11-06
Tributary Capital Management, LLC
UNCHANGED1,4201,42000%$729.3K$783.1K+$53.8K2026-10-28
Proathlete Wealth Management LLC
INCREASED1,4191,250+169+14%$642.4K$783.1K+$140.7K2026-10-15
Collective Family Office LLC
DECREASED1,4151,541-126-8%$791.5K$780.3K-$11.1K2026-10-05
Montis Financial, LLC
INCREASED1,4141,408+6+0%$723.2K$779.9K+$56.7K2026-11-04
BOS Asset Management, LLC
DECREASED1,4131,477-64-4%$758.6K$779.2K+$20.6K2026-10-09
Veery Capital, LLC
DECREASED1,4111,413-20%$725.7K$778.1K+$52.4K2026-10-07
Victory Financial Group, LLC
INCREASED1,4091,082+327+30%$555.7K$777.1K+$221.3K2026-10-27
Cardinal Point Capital Management ULC
UNCHANGED1,4091,40900%$723.7K$777.0K+$53.4K2026-10-21
Manske Wealth Management
INCREASED1,4071,394+13+1%$716.0K$775.9K+$60.0K2026-10-26
Verum Partners LLC
INCREASED1,4001,251+149+12%$642.7K$772.0K+$129.3K2026-10-21
Advisory Solutions Group, LLC
INCREASED1,4001,328+72+5%$682.2K$771.9K+$89.6K2026-10-14
Raleigh Capital Management Inc.
INCREASED1,4001,338+62+5%$687.4K$772.1K+$84.7K2026-10-28
Means Investment Co., Inc.
DECREASED1,3991,533-134-9%$787.4K$771.5K-$15.9K2026-11-03
Invera Wealth Advisors, LLC
INCREASED1,3911,127+264+23%$578.8K$767.1K+$188.3K2026-10-28
Globalt Investments LLC / GA
DECREASED1,3891,521-132-9%$781.2K$766.0K-$15.2K2026-10-27
KG Capital Management
INCREASED1,3851,223+162+13%$628.1K$763.8K+$135.7K2026-10-15
Tarbox Family Office, Inc.
UNCHANGED1,3821,38200%$709.8K$762.1K+$52.3K2026-10-23
Salvus Wealth Management, LLC
DECREASED1,3731,457-84-6%$748.3K$757.2K+$8.9K2026-10-13
Talbot Financial, LLC
DECREASED1,3731,396-23-2%$717.0K$757.2K+$40.2K2026-10-19
RM Financial Services, LLC
DECREASED1,3711,411-40-3%$724.7K$756.1K+$31.4K2026-11-03
BAM Wealth Management, LLC
DECREASED1,3651,409-44-3%$723.8K$752.9K+$29.1K2026-10-15
Mosley Wealth Management
INCREASED1,3641,202+162+13%$617.5K$840.7K+$223.2K2026-10-16
Commonwealth Financial Services, LLC
DECREASED1,3581,369-11-1%$703.3K$748.6K+$45.3K2026-10-20
Accredited Investors Inc.
INCREASED1,3551,352+3+0%$694.5K$747.4K+$52.9K2026-11-03
Granite Investment Partners, LLC
UNCHANGED1,3531,35300%$694.9K$746.1K+$51.2K2026-11-04
Reflection Asset Management
UNCHANGED1,3521,35200%$694.4K$745.6K+$51.2K2026-10-28
TT Capital Management LLC
INCREASED1,3511,108+243+22%$569.1K$745.0K+$176.0K2026-10-15
Range Financial Group LLC
DECREASED1,3501,710-360-21%$878.3K$744.6K-$133.7K2026-10-21
Andrews Advisory Associates, LLC
DECREASED1,3461,534-188-12%$787.9K$742.1K-$45.7K2026-10-15
Chapin Davis, Inc.
INCREASED1,3461,307+39+3%$671.2K$742.2K+$71.1K2026-10-09
Cane Capital Partners, LLC
DECREASED1,3421,536-194-13%$788.9K$740.1K-$48.8K2026-10-23
GLR Partners, LLC
DECREASED1,3391,340-10%$688.2K$738.4K+$50.2K2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED1,3381,321+17+1%$678.5K$737.8K+$59.3K2026-10-14
Salem Investment Counselors Inc
DECREASED1,3371,378-41-3%$707.7K$737.3K+$29.6K2026-10-13
Wealth Architects, LLC
INCREASED1,3371,312+25+2%$674.3K$737.4K+$63.2K2026-11-03
Midwest Financial Group LLC
INCREASED1,3331,332+1+0%$684.1K$735.0K+$50.9K2026-10-15
Kelly Financial Group LLC
INCREASED1,3321,330+2+0%$682.9K$734.3K+$51.4K2026-10-16
Columbia Bank
INCREASED1,3291,040+289+28%$534.1K$732.9K+$198.8K2026-10-29
Outlook Wealth Advisors, LLC
DECREASED1,3291,350-21-2%$693.4K$733.0K+$39.6K2026-10-28
Shelter Rock Management, LLC
DECREASED1,3261,408-82-6%$723.4K$728.5K+$5.2K2026-10-09
Retirement Planning Group, LLC
INCREASED1,3261,252+74+6%$642.9K$731.3K+$88.4K2026-10-19
Strategy Asset Managers LLC
DECREASED1,3191,393-74-5%$715.5K$727.6K+$12.1K2026-10-14
CWS Financial Advisors, LLC
INCREASED1,3151,153+162+14%$592.2K$725.2K+$133.1K2026-10-16
Grey Ledge Advisors, LLC
INCREASED1,3121,306+6+0%$670.8K$723.6K+$52.8K2026-11-02
Atala Financial Inc
UNCHANGED1,3071,30700%$671.3K$720.8K+$49.5K2026-10-22
Fortitude Family Office, LLC
INCREASED1,3031,090+213+20%$559.6K$718.4K+$158.7K2026-10-14
First Business Financial Services, Inc.
DECREASED1,2961,425-129-9%$731.9K$714.7K-$17.2K2026-10-29
Trek Financial, LLC
INCREASED1,2941,109+185+17%$569.8K$713.6K+$143.8K2026-10-29
Wedge Capital Management L L P
UNCHANGED1,2941,29400%$664.6K$713.6K+$49.0K2026-10-13
Colton Groome Financial Advisors, LLC
DECREASED1,2931,297-40%$665.9K$712.9K+$47.1K2026-10-06
Total Clarity Wealth Management, Inc.
DECREASED1,2871,434-147-10%$736.5K$709.8K-$26.7K2026-10-26
Lakeshore Capital Group, Inc.
INCREASED1,2841,190+94+8%$611.0K$708.1K+$97.2K2026-10-20
Summit Asset Management, LLC
INCREASED1,2781,276+2+0%$655.4K$704.8K+$49.4K2026-11-05
Matisse Capital
UNCHANGED1,2771,27700%$655.9K$704.2K+$48.4K2026-10-29
Viewpoint Investment Partners Corp
DECREASED1,2751,300-25-2%$689.1K$720.6K+$31.5K2026-10-26
Heffernan Advisory, Inc
INCREASED1,2741,094+180+16%$561.9K$702.6K+$140.7K2026-10-13
Warren Street Wealth Advisors, LLC
INCREASED1,2741,205+69+6%$618.9K$702.6K+$83.7K2026-11-04
QTR Family Wealth, LLC
INCREASED1,2741,222+52+4%$627.6K$702.6K+$75.0K2026-11-02
ZWJ Investment Counsel Inc
INCREASED1,2731,257+16+1%$645.6K$702.0K+$56.5K2026-10-15
Frederick Financial Consultants, LLC
INCREASED1,269834+435+52%$428.2K$699.7K+$271.5K2026-10-29
Invenio Wealth Partners LLC
INCREASED1,2691,268+1+0%$651.2K$699.8K+$48.6K2026-10-20
Rede Wealth, LLC
INCREASED1,2661,216+50+4%$624.3K$698.2K+$73.9K2026-10-22
Summit Financial Wealth Advisors, LLC
DECREASED1,2631,274-11-1%$654.3K$696.5K+$42.2K2026-10-15
Willow Creek Wealth Management Inc.
INCREASED1,2611,241+20+2%$637.4K$695.4K+$58.0K2026-10-26
First Command Advisory Services, Inc.
INCREASED1,2591,151+108+9%$591.2K$694.3K+$103.1K2026-11-05
Gerber, LLC
UNCHANGED1,2551,25500%$644.6K$692.1K+$47.5K2026-10-21
Spartan Planning & Wealth Management
NEW1,250—+1,250——$689.2K—2026-10-13
Sunpointe, LLC
DECREASED1,2501,337-87-7%$686.7K$689.3K+$2.7K2026-10-22
Triangle Securities Wealth Management
DECREASED1,2441,264-20-2%$649.2K$686.0K+$36.8K2026-10-14
Parthenon LLC
UNCHANGED1,2431,24300%$638.4K$685.5K+$47.1K2026-10-22
Barlow Wealth Partners, LLC
UNCHANGED1,2421,24200%$645.7K$703.7K+$58.0K2026-10-15
Nordwand Advisors, LLC
DECREASED1,2401,260-20-2%$647.1K$683.8K+$36.7K2026-11-05
Forum Financial Management, LP
INCREASED1,2351,228+7+1%$630.7K$681.1K+$50.4K2026-10-16
Connective Portfolio Management, LLC
UNCHANGED1,2351,23500%$634.3K$681.1K+$46.8K2026-10-22
CFS Investment Advisory Services, LLC
INCREASED1,2311,018+213+21%$549.1K$697.5K+$148.4K2026-10-19
Latitude Advisors, LLC
DECREASED1,2311,274-43-3%$654.1K$678.6K+$24.5K2026-10-27
Exchange Bank
DECREASED1,2221,256-34-3%$645.1K$673.9K+$28.8K2026-10-07
Brady Martz Wealth Solutions, LLC
INCREASED1,217550+667+121%$282.3K$671.1K+$388.9K2026-11-05
Clarity Wealth Advisors, LLC
DECREASED1,2171,282-65-5%$658.6K$671.4K+$12.8K2026-10-21
Centerpoint Advisors, LLC
INCREASED1,2101,160+50+4%$596.0K$667-$595.3K2026-11-05
Ejmk Ventures LLC
DECREASED1,2081,226-18-1%$629.7K$666.2K+$36.5K2026-10-21
Heritage Family Offices, LLP
DECREASED1,2061,359-153-11%$698.0K$665.1K-$32.9K2026-11-02
GW Henssler & Associates LTD
DECREASED1,2061,216-10-1%$624.7K$665.2K+$40.5K2026-10-26
Castleview Partners, LLC
DECREASED1,2012,138-937-44%$1.1M$662.3K-$435.8K2026-10-09
TCI Wealth Advisors, Inc.
DECREASED1,1991,400-201-14%$719.0K$661.2K-$57.8K2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED1,1991,016+183+18%$521.8K$661.2K+$139.4K2026-11-02
San Luis Wealth Advisors LLC
DECREASED1,1897,675-6,486-85%$3.9M$655.5K-$3.3M2026-10-27
CPC Advisors, LLC
NEW1,187—+1,187——$654.6K—2026-10-21
Quadrant Private Wealth Management, LLC
INCREASED1,1871,007+180+18%$517.2K$654.8K+$137.6K2026-11-04
Baker Tilly Wealth Management, LLC
DECREASED1,1861,202-16-1%$617.4K$654.3K+$36.9K2026-10-05
HMV Wealth Advisors, LLC
DECREASED1,1861,189-30%$610.7K$654.0K+$43.4K2026-10-27
Eagle Wealth Advisors LLC
DECREASED1,1851,188-30%$610.2K$653.5K+$43.3K2026-10-20
Bailard, Inc.
DECREASED1,1845,411-4,227-78%$2.8M$652.9K-$2.1M2026-10-13
Birch Financial Group, LLC
DECREASED1,1771,200-23-2%$616.1K$649.0K+$32.9K2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED1,1761,17600%$604.0K$648.5K+$44.5K2026-11-06
Trueblood Wealth Management, LLC
INCREASED1,1661,162+4+0%$596.7K$642.8K+$46.1K2026-10-23
Richardson Financial Services Inc.
INCREASED1,1641,142+22+2%$586.5K$641.9K+$55.4K2026-10-30
Fortitude Advisory Group L.L.C.
INCREASED1,1631,063+100+9%$545.9K$641.6K+$95.7K2026-10-15
Sound Income Strategies, LLC
DECREASED1,1631,197-34-3%$614.7K$668.5K+$53.8K2026-10-09
Tcfg Investment Advisors, LLC
INCREASED1,1631,161+2+0%$597.4K$641.3K+$43.9K2026-10-20
Prairie Advisory, LLC
INCREASED1,162580+582+100%$298.0K$640.4K+$342.4K2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED1,1601,157+3+0%$594.4K$639.8K+$45.5K2026-10-22
Meadowbrook Wealth Management, LLC
DECREASED1,1551,230-75-6%$642.6K$636.9K-$5.7K2026-10-08
Citadel Investment Advisory, Inc.
UNCHANGED1,1551,15500%$593.0K$637.0K+$44.0K2026-10-15
Cerro Pacific Wealth Advisors LLC
INCREASED1,1471,144+3+0%$587.3K$632.4K+$45.1K2026-10-22
Journey Retirement Planning & Investment Management LLC
INCREASED1,1411,071+70+7%$549.9K$629.6K+$79.7K2026-10-09
Breakwater Capital Group
INCREASED1,1401,132+8+1%$581.4K$628.7K+$47.3K2026-10-09
Flagstone Financial Management
UNCHANGED1,1401,14000%$585.5K$628.7K+$43.2K2026-11-05
Prota Financial, LLC
DECREASED1,1391,140-10%$595.6K$626.5K+$30.9K2026-10-08
Orange Investment Advisors, Inc.
UNCHANGED1,1391,13900%$585.0K$628.1K+$43.1K2026-10-23
Zullo Investment Group, Inc.
INCREASED1,1341,129+5+0%$579.9K$625.6K+$45.6K2026-10-20
Myriad Asset Management US LP
INCREASED1,132724+408+56%$372.0K$624.0K+$252.0K2026-11-03
Phillips Financial Management, LLC
INCREASED1,1321,095+37+3%$562.4K$624.3K+$61.9K2026-10-19
Climber Capital SA
INCREASED1,123409+714+175%$209.6K$587.2K+$377.5K2026-10-20
Baker Boyer National Bank
DECREASED1,1221,124-20%$577.3K$618.7K+$41.5K2026-11-05
Keudell ison Wealth Management
DECREASED1,1171,154-37-3%$592.7K$616.0K+$23.3K2026-10-16
Barrett & Company, Inc.
DECREASED1,1151,271-156-12%$652.8K$614.9K-$37.9K2026-10-22
Summa Corp.
UNCHANGED1,1151,11500%$572.7K$614.9K+$42.2K2026-10-30
RAM Investment Partners, LLC
INCREASED1,1141,059+55+5%$543.8K$614.2K+$70.4K2026-10-21
Redwood Financial Network Corp
INCREASED1,1131,095+18+2%$562.6K$613.6K+$50.9K2026-11-03
LifePlan Financial, LLC
NEW1,112—+1,112——$639.1K—2026-10-13
EdgeRock Capital LLC
INCREASED1,110911+199+22%$468.0K$612.3K+$144.3K2026-11-03
Indiana Trust & Investment Management Co
DECREASED1,1081,913-805-42%$982.5K$611.0K-$371.5K2026-10-22
Fortem Financial Group, LLC
INCREASED1,1061,093+13+1%$561.4K$609.9K+$48.6K2026-10-20
NTV Asset Management LLC
UNCHANGED1,1061,10600%$568.0K$609.9K+$41.9K2026-10-23
Abacus Wealth Partners, LLC
INCREASED1,1041,064+40+4%$546.5K$608.8K+$62.4K2026-11-03
Richards, Merrill & Peterson, Inc.
UNCHANGED1,1001,10000%$564.8K$606.5K+$41.7K2026-10-19
Arvest Investments, Inc.
DECREASED1,0991,103-40%$566.5K$606.1K+$39.6K2026-10-21
Pembroke Management, LTD
INCREASED1,098908+190+21%$466.3K$605.5K+$139.2K2026-10-21
Clean Yield Group
UNCHANGED1,0981,09800%$563.9K$605.5K+$41.6K2026-10-28
Nadler Financial Group, Inc.
INCREASED1,0961,090+6+1%$559.8K$604.4K+$44.6K2026-10-23
Kingsbury Capital Investment Advisors LLC
UNCHANGED1,0941,09400%$561.9K$603.3K+$41.4K2026-10-20
180 Wealth Advisors, LLC
INCREASED1,0931,065+28+3%$547.1K$602.9K+$55.8K2026-11-03
Park National Corp
DECREASED1,0881,124-36-3%$577.3K$600.0K+$22.7K2026-10-05
Bdfs Capital LLC
DECREASED1,0871,095-8-1%$562.5K$599.6K+$37.1K2026-10-14
Alliance Wealth Advisors, LLC
DECREASED1,0851,090-50%$559.8K$598.3K+$38.5K2026-10-14
Code Waechter LLC
INCREASED1,0831,001+82+8%$514.1K$597.0K+$82.9K2026-10-23
Firethorn Wealth Partners, LLC
DECREASED1,0761,110-34-3%$570.2K$593.6K+$23.4K2026-10-14
Apollon Financial, LLC
INCREASED1,0751,053+22+2%$540.7K$592.6K+$51.9K2026-10-23
Private Advisory Group LLC
DECREASED1,0751,094-19-2%$561.9K$592.8K+$31.0K2026-11-06
Heritage Investment Group, Inc.
INCREASED1,0751,072+3+0%$550.4K$592.6K+$42.2K2026-11-03
Iams Wealth Management, LLC
NEW1,069—+1,069——$589.5K—2026-10-15
Goldstein Advisors, LLC
INCREASED1,069842+227+27%$432.5K$589.5K+$157.1K2026-10-15
Crown Wealth Group, LLC
DECREASED1,0651,073-8-1%$551.1K$587.3K+$36.2K2026-10-19
Revisor Wealth Management LLC
INCREASED1,064899+165+18%$461.8K$640.6K+$178.8K2026-10-20
Noble Wealth Management PBC
DECREASED1,0611,062-10%$545.4K$585.1K+$39.7K2026-10-01
Stronghold Wealth Management L.L.C.
DECREASED1,0601,115-55-5%$572.7K$584.6K+$11.9K2026-10-16
One Way Holdings LLC
INCREASED1,058898+160+18%$461.2K$583.5K+$122.2K2026-10-29
GenTrust, LLC
INCREASED1,058959+99+10%$492.8K$583.7K+$90.9K2026-11-06
Meadow Creek Wealth Advisors LLC
INCREASED1,057943+114+12%$484.2K$582.8K+$98.6K2026-11-02
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED1,0561,05600%$542.2K$582.2K+$40.0K2026-10-09
Manchester Financial Inc
UNCHANGED1,0491,04900%$538.7K$578.4K+$39.7K2026-10-15
Essex LLC
DECREASED1,0481,072-24-2%$550.7K$578.1K+$27.4K2026-10-14
Paulson Wealth Management Inc.
INCREASED1,0471,040+7+1%$534.1K$577.4K+$43.2K2026-11-02
Ascentis Wealth Management, LLC
INCREASED1,045773+272+35%$397.2K$576.4K+$179.3K2026-11-03
Founders Capital Management, LLC
UNCHANGED1,0451,04500%$536.7K$576.3K+$39.6K2026-10-23
Hardworking Capital Advisors, LLC
DECREASED1,0441,070-26-2%$549.6K$575.8K+$26.2K2026-10-20
Ipswich Investment Management Co., Inc.
UNCHANGED1,0441,04400%$536.2K$575.7K+$39.5K2026-10-13
Elevated Capital Advisors, LLC
DECREASED1,0432,294-1,251-55%$1.2M$575.4K-$602.6K2026-11-04
Founders Financial Securities LLC
INCREASED1,041943+98+10%$484.3K$574.1K+$89.8K2026-10-28
Kanawha Capital Management LLC
UNCHANGED1,0411,04100%$534.6K$574.0K+$39.4K2026-10-19
Cannon Advisors, Inc.
DECREASED1,0391,252-213-17%$673.6K$628.4K-$45.2K2026-10-14
Mindset Wealth Management, LLC
INCREASED1,0391,022+17+2%$525.1K$573.0K+$48.0K2026-10-19
Brady Family Wealth, LLC
DECREASED1,0381,735-697-40%$891.1K$572.4K-$318.7K2026-11-02
RVW Wealth, LLC
DECREASED1,0361,044-8-1%$536.0K$571.5K+$35.5K2026-10-06
Cap Partners, LLC
DECREASED1,0351,056-21-2%$542.3K$570.9K+$28.6K2026-10-19
Jamison Private Wealth Management, Inc.
INCREASED1,034978+56+6%$502.0K$570.1K+$68.0K2026-10-14
Matauro, LLC
INCREASED1,0341,024+10+1%$525.9K$570.2K+$44.3K2026-11-03
Clear Retirement Advice LLC
INCREASED1,0301,029+1+0%$528.5K$568.0K+$39.5K2026-10-22
Raab & Moskowitz Asset Management LLC
DECREASED1,0271,094-67-6%$562.0K$566.5K+$4.5K2026-11-02
StoryOne LLC
INCREASED1,026471+555+118%$241.9K$565.8K+$323.9K2026-10-13
Clear Point Advisors Inc.
UNCHANGED1,0211,02100%$524.4K$563.1K+$38.7K2026-10-30
Curbstone Financial Management Corp
UNCHANGED1,0201,02000%$524.1K$562.8K+$38.6K2026-10-21
Wellington Grp LLC
DECREASED1,0192,261-1,242-55%$1.2M$561.9K-$599.3K2026-11-06
Warm Springs Advisors Inc.
UNCHANGED1,0191,01900%$523.4K$561.9K+$38.6K2026-10-28
Capital Management Associates, Inc
UNCHANGED1,0171,01700%$522.3K$560.8K+$38.5K2026-10-20
Lewis Asset Management, LLC
INCREASED1,0151,011+4+0%$519.3K$559.9K+$40.6K2026-10-14
Ullmann Wealth Partners Group, LLC
INCREASED1,013946+67+7%$485.7K$558.8K+$73.1K2026-11-02
Discipline Wealth Solutions, LLC
DECREASED1,0131,066-53-5%$547.5K$558.6K+$11.1K2026-10-14
Nemes Rush Group LLC
INCREASED1,012958+54+6%$492.0K$558.1K+$66.1K2026-11-04
Durante & Waters, LLC
UNCHANGED1,0121,01200%$519.8K$558.1K+$38.3K2026-10-28
Riverbend Wealth Management, LLC
DECREASED1,0101,374-364-26%$705.7K$557.0K-$148.7K2026-10-15
Piedmont Capital Management, LLC
DECREASED1,0061,012-6-1%$519.8K$554.8K+$35.0K2026-10-21
Private Client Services, LLC
INCREASED1,002939+63+7%$482.4K$552.7K+$70.3K2026-10-02
Eurizon Asset Management Hungary Ltd.
DECREASED1,0003,000-2,000-67%$1.5M$551.5K-$989.3K2026-11-06
Jericho Financial, LLP
DECREASED1,0001,003-30%$515.0K$551.6K+$36.5K2026-10-13
Conestoga Capital Advisors, LLC
UNCHANGED99599500%$511.0K$548.7K+$37.7K2026-11-02
Burns J W & Co Inc
DECREASED9931,004-11-1%$515.7K$547.6K+$32.0K2026-10-20
Rise Advisors, LLC
DECREASED9871,064-77-7%$546.5K$544.6K-$1.9K2026-10-16
Wespac Advisors, LLC
UNCHANGED98698600%$506.4K$543.7K+$37.3K2026-10-26
Integral Investment Advisors, Inc.
UNCHANGED98598500%$505.9K$543.2K+$37.3K2026-11-03
Innova Wealth Partners
INCREASED983831+152+18%$426.9K$542.0K+$115.1K2026-10-21
Heritage OAK Wealth Advisors LLC
INCREASED981953+28+3%$489.3K$541.2K+$51.9K2026-10-14
Mainstream Capital Management LLC
DECREASED9791,022-43-4%$524.9K$539.9K+$15.0K2026-10-23
Covestor Ltd
INCREASED978949+29+3%$488.0K$539-$487.5K2026-10-30
Sage Rhino Capital LLC
DECREASED978987-9-1%$506.9K$539.3K+$32.4K2026-10-28
Park Capital Management, LLC / WI
INCREASED977972+5+1%$499.2K$538.8K+$39.6K2026-10-13
Capital Advantage, Inc.
NEW975—+975——$537.7K—2026-10-14
Wilkins Investment Counsel Inc
UNCHANGED97597500%$500.8K$537.7K+$36.9K2026-11-03
Stonekeep Investments, LLC
UNCHANGED96796700%$497$533.3K+$532.8K2026-10-15
Retirement Planning Co of New England, Inc.
INCREASED964962+2+0%$494.3K$531.5K+$37.3K2026-10-15
KFG Wealth Management, LLC
DECREASED9601,099-139-13%$564.4K$529.5K-$34.9K2026-10-16
Haven Private, LLC
DECREASED9591,051-92-9%$539.8K$528.9K-$10.9K2026-10-27
Convergence Financial, LLC
DECREASED9571,980-1,023-52%$1.0M$527.9K-$489.3K2026-10-27
apricus wealth, LLC
INCREASED951891+60+7%$457.6K$524.5K+$66.8K2026-10-26
Signature Equity Partners, LLC
INCREASED951902+49+5%$463.3K$524.5K+$61.1K2026-10-29
Ibex Wealth Advisors
DECREASED950973-23-2%$500.0K$523.9K+$23.9K2026-11-06
Coerente Capital Management
UNCHANGED95095000%$487.9K$523.9K+$36.0K2026-10-29
Motive Wealth Advisors
INCREASED949896+53+6%$460.2K$523.3K+$63.2K2026-10-26
Compagnie Lombard Odier SCmA
DECREASED9451,995-1,050-53%$1.0M$521.1K-$503.5K2026-11-04
MBE Wealth Management, LLC
UNCHANGED94394300%$484.3K$520.0K+$35.7K2026-10-26
Orgel Wealth Management, LLC
UNCHANGED94294200%$483.7K$519.4K+$35.7K2026-10-14
Payden & Rygel
INCREASED940560+380+68%$288.0K$518-$287.5K2026-10-28
GPM Growth Investors, Inc.
DECREASED940942-20%$483.8K$518.4K+$34.6K2026-10-30
Altfest L J & Co Inc
INCREASED939933+6+1%$479.2K$517.9K+$38.6K2026-10-27
Albion Financial Group
INCREASED935298+637+214%$153.1K$515.8K+$362.7K2026-10-21
NewSquare Capital LLC
INCREASED933648+285+44%$332.8K$514.5K+$181.7K2026-11-06
Global Financial Private Client, LLC
INCREASED930904+26+3%$464.3K$512.9K+$48.6K2026-10-15
Baskin Financial Services Inc.
UNCHANGED93093000%$478$513+$352026-10-19
Western Pacific Wealth Management, LP
DECREASED9251,055-130-12%$542.0K$510.2K-$31.7K2026-10-16
Adelphi Trust Co
DECREASED9241,169-245-21%$600.4K$509.6K-$90.8K2026-10-05
Tempus Wealth Planning, LLC
INCREASED920907+13+1%$466.0K$507.5K+$41.5K2026-10-14
LeConte Wealth Management, LLC
INCREASED918816+102+13%$419.1K$506.3K+$87.2K2026-10-20
Inscription Capital, LLC
DECREASED9141,818-904-50%$933.6K$504.1K-$429.4K2026-11-02
Connecticut Capital Management Group, LLC
INCREASED914893+21+2%$458.6K$504.0K+$45.4K2026-10-29
Smith Group Asset Management, LLC
DECREASED910930-20-2%$477.6K$501.8K+$24.2K2026-10-27
Hudock, Inc.
INCREASED910909+1+0%$467.3K$502.3K+$35.0K2026-10-14
Bedel Financial Consulting, Inc.
INCREASED909908+1+0%$466.5K$501.2K+$34.7K2026-11-06
BankPlus Trust Department
UNCHANGED90990900%$466.9K$501.3K+$34.4K2026-11-06
Verus Capital Partners, LLC
DECREASED9081,028-120-12%$527.8K$500.6K-$27.2K2026-11-03
AMG Asset Management Group, Inc.
DECREASED9061,127-221-20%$578.9K$499.8K-$79.2K2026-10-21
Aletheian Wealth Advisors LLC
INCREASED906900+6+1%$462.2K$499.6K+$37.4K2026-10-08
Willner & Heller, LLC
INCREASED901896+5+1%$460.1K$496.8K+$36.8K2026-10-28
Townsend Asset Management Corp
DECREASED897919-22-2%$472.0K$494.9K+$22.9K2026-10-29
Hartmann Taylor Wealth Management, LLC
DECREASED895909-14-2%$454.2K$493.6K+$39.4K2026-10-14
Altus Wealth Group LLC
INCREASED891835+56+7%$428.9K$491.4K+$62.5K2026-10-20
High Net Worth Advisory Group LLC
INCREASED890889+1+0%$456.7K$490.8K+$34.1K2026-10-26
Eads & Heald Wealth Management
DECREASED887889-20%$456.6K$489.2K+$32.6K2026-10-29
Caliber Wealth Management, LLC / KS
INCREASED884866+18+2%$444.8K$487.5K+$42.7K2026-11-04
Hoey Investments, Inc
INCREASED881696+185+27%$357.5K$485.8K+$128.4K2026-10-29
Westover Capital Advisors, LLC
INCREASED881794+87+11%$407.8K$485.8K+$78.0K2026-10-26
J.M. Arbour, LLC
DECREASED881889-8-1%$456.6K$485.8K+$29.3K2026-11-05
Financial Perspectives, Inc
INCREASED880852+28+3%$437.4K$485.2K+$47.7K2026-11-03
Randall & Associates Wealth Management
NEW879—+879——$484.7K—2026-10-20
Eurizon SLJ Capital Ltd
DECREASED878958-80-8%$492.0K$484.2K-$7.8K2026-11-06
Benin Management Corp
UNCHANGED87887800%$450.9K$484.2K+$33.3K2026-10-22
Alpha Zero LLC
INCREASED877708+169+24%$390.5K$483.7K+$93.2K2026-11-06
First County Bank
DECREASED8741,005-131-13%$516.2K$482.0K-$34.2K2026-10-13
West Paces Advisors Inc.
INCREASED873475+398+84%$244.1K$481.4K+$237.4K2026-10-13
Oak Barrel Wealth Advisory LLC
UNCHANGED87387300%$448.2K$481.6K+$33.4K2026-11-05
JFS Wealth Advisors, LLC
DECREASED870896-26-3%$460.2K$479.8K+$19.6K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED8691,314-445-34%$674.8K$479.0K-$195.9K2026-10-15
Cynosure Group, LLC
UNCHANGED86886800%$445.8K$478.7K+$32.9K2026-11-03
Collaborative Capital Advisors LLC
DECREASED8671,073-206-19%$551.1K$478.1K-$73.0K2026-11-06
New England Research & Management, Inc.
INCREASED866841+25+3%$431.9K$477.6K+$45.6K2026-10-16
Watershed Private Wealth LLC
INCREASED864455+409+90%$233.7K$476.5K+$242.8K2026-10-30
Cordgrass Capital Advisors, LLC
DECREASED864872-8-1%$447.9K$476.5K+$28.6K2026-10-30
Malaga Cove Capital, LLC
UNCHANGED86486400%$443.8K$476.5K+$32.7K2026-10-23
Noesis Capital Mangement Corp
INCREASED863853+10+1%$438.3K$476.1K+$37.8K2026-10-26
Woodward Diversified Capital, LLC
DECREASED863864-10%$443.8K$475.9K+$32.2K2026-10-21
Elevatus Welath Management
INCREASED862816+46+6%$419.2K$475.1K+$55.9K2026-10-19
Silver Grove Financial Group, Inc.
INCREASED859808+51+6%$414.8K$473.6K+$58.8K2026-11-05
Turning Point Benefit Group, Inc.
DECREASED858861-30%$443.0K$471.9K+$28.9K2026-10-28
Realta Investment Advisors
INCREASED855799+56+7%$410.5K$471.5K+$61.0K2026-10-14
Tanager Wealth Management LLP
INCREASED853747+106+14%$383.7K$470.4K+$86.7K2026-10-19
Greenup Street Wealth Management LLC
DECREASED8524,688-3,836-82%$2.4M$470.0K-$1.9M2026-10-28
True Private Wealth Advisors
INCREASED852836+16+2%$429.5K$470.0K+$40.5K2026-10-19
First Financial Group Corp
INCREASED851829+22+3%$425.8K$469.4K+$43.6K2026-10-22
Share Andrew L.
NEW850—+850——$468.8K—2026-11-06
Morton Capital Management LLC
DECREASED850898-48-5%$461.2K$468.9K+$7.7K2026-10-23
Financial Council, LLC
UNCHANGED84984900%$436.0K$468.2K+$32.2K2026-11-02
Tenet Wealth Partners, LLC
DECREASED847877-30-3%$483.9K$467.1K-$16.8K2026-10-19
Avity Investment Management Inc.
DECREASED840875-35-4%$449.4K$463.2K+$13.8K2026-10-09
Financial Management Professionals, Inc.
INCREASED839825+14+2%$423.6K$462.5K+$39.0K2026-10-23
Tannin Capital LLC
DECREASED8371,131-294-26%$580.9K$461.6K-$119.3K2026-11-05
Palatine Hill Wealth Management, LLC
INCREASED828807+21+3%$414.7K$456.9K+$42.2K2026-11-03
Jm2 Capital Inc.
DECREASED827844-17-2%$433.5K$456.1K+$22.6K2026-10-14
Pinnacle Bancorp, Inc.
INCREASED827823+4+0%$422.7K$456.1K+$33.4K2026-10-21
FAI Advisors, Inc.
DECREASED825848-23-3%$435.5K$455.0K+$19.4K2026-10-27
Baldwin Wealth Partners LLC
INCREASED825821+4+0%$421.7K$455.0K+$33.3K2026-10-13
Dominguez Wealth Management Solutions, Inc.
INCREASED825824+1+0%$423.3K$454.9K+$31.6K2026-10-07
Impact Investors, Inc
DECREASED8221,356-534-39%$696.6K$453.4K-$243.1K2026-11-02
Powers Advisory Group, LLC
INCREASED821780+41+5%$400.8K$453.0K+$52.1K2026-10-14
Owl Creek Wealth Partners LLC
INCREASED820799+21+3%$410.4K$452.2K+$41.8K2026-10-20
Falcon Wealth Planning
INCREASED818769+49+6%$395.1K$451.2K+$56.2K2026-11-06
Ballast, Inc.
UNCHANGED81881800%$420.1K$451.1K+$31.0K2026-10-20
Canandaigua National Trust Co of Florida
NEW815—+815——$449.4K—2026-10-07
DLK Investment Management, LLC
DECREASED815945-130-14%$416.9K$449.5K+$32.6K2026-10-09
BNB Wealth Management, LLC
DECREASED814839-25-3%$430.7K$448.9K+$18.2K2026-10-28
Oakmont Investment Advisors, Inc.
INCREASED814799+15+2%$410.9K$449.9K+$39.1K2026-10-21
American National Bank of Texas
INCREASED808794+14+2%$407.8K$445.6K+$37.8K2026-10-07
Nolet Wealth Management, LLC
INCREASED807774+33+4%$397.8K$445.3K+$47.5K2026-10-15
Cascade Investment Group, Inc.
UNCHANGED80780700%$414.5K$445.0K+$30.6K2026-10-13
Goodman Advisory Group, LLC
INCREASED806773+33+4%$397.0K$444.5K+$47.5K2026-11-02
Catalyst Private Wealth, LLC
INCREASED803753+50+7%$386.7K$442.8K+$56.1K2026-10-13
Level Wealth Management LLC
INCREASED801741+60+8%$380.6K$441.7K+$61.1K2026-10-23
Millennium Capital Advisors, LLC
UNCHANGED80180100%$411.6K$442.0K+$30.4K2026-10-16
Vista Capital Partners, Inc.
INCREASED799444+355+80%$228.0K$440.6K+$212.6K2026-11-06
Paragon Private Wealth Management, LLC
DECREASED7971,598-801-50%$820.8K$439.4K-$381.4K2026-10-20
Abacus Planning Group, Inc.
INCREASED797792+5+1%$407.0K$439.7K+$32.7K2026-11-02
TCV Trust & Wealth Management, Inc.
DECREASED794876-82-9%$449.9K$437.9K-$12.0K2026-10-16
BCS Wealth Management
DECREASED794854-60-7%$438.6K$437.9K-$7482026-11-03
Creative Capital Management Investments LLC
INCREASED794771+23+3%$396.0K$437.9K+$41.9K2026-10-28
Compass Financial Management LLC
INCREASED793692+101+15%$387.1K$437.3K+$50.2K2026-10-30
AGH Wealth Advisors, LLC
DECREASED791827-36-4%$424.8K$436.2K+$11.5K2026-10-26
Braun-Bostich & Associates Inc.
INCREASED791761+30+4%$390.9K$436.2K+$45.4K2026-10-20
First Financial Corp
UNCHANGED79179100%$406.3K$436.2K+$30.0K2026-10-13
LifeWealth Investments, LLC
UNCHANGED79079000%$405.8K$435.9K+$30.1K2026-10-21
Wise Wealth Partners
UNCHANGED78978900%$405.3K$435.1K+$29.9K2026-10-14
Endeavor Private Wealth, Inc.
DECREASED788803-15-2%$412.3K$434.6K+$22.3K2026-11-05
Gemmer Asset Management LLC
INCREASED788786+2+0%$403.7K$434.6K+$30.9K2026-10-16
Hunter Associates Investment Management LLC
INCREASED787777+10+1%$404$434+$302026-10-26
Hamel Associates, Inc.
DECREASED784799-15-2%$410.4K$432.4K+$22.0K2026-11-06
25 LLC
NEW783—+783——$431.8K—2026-10-13
Tactive Advisors, LLC
DECREASED781810-29-4%$416.0K$430.6K+$14.6K2026-10-08
Smith Shellnut Wilson LLC
INCREASED781775+6+1%$398.0K$430.7K+$32.7K2026-10-21
MBM Wealth Consultants, LLC
DECREASED780791-11-1%$406.3K$430.1K+$23.9K2026-10-20
Mayfair Advisory Group, LLC
DECREASED779786-7-1%$424.2K$429.6K+$5.4K2026-10-20
Absolute Capital Management, LLC
INCREASED778487+291+60%$250.2K$429.1K+$179.0K2026-10-16
Virtue Capital Management, LLC
DECREASED7771,028-251-24%$528.0K$428.5K-$99.5K2026-10-29
Secure Asset Management, LLC
INCREASED776754+22+3%$387.5K$427.8K+$40.3K2026-10-19
Quilter Plc
INCREASED775639+136+21%$328.2K$427.4K+$99.2K2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED77577500%$398.0K$427.4K+$29.4K2026-10-23
MRA Advisory Group
DECREASED773979-206-21%$502.8K$426.0K-$76.7K2026-10-07
Henderson Brothers Financial Partners, LLC
INCREASED773734+39+5%$377.0K$426.3K+$49.3K2026-11-03
Golden State Wealth Management, LLC
INCREASED765754+11+1%$387.5K$422.3K+$34.8K2026-11-02
BNC Wealth Management, LLC
DECREASED764772-8-1%$396.5K$421.3K+$24.8K2026-10-19
Warwick Investment Management, Inc.
INCREASED763580+183+32%$297.9K$420.8K+$122.9K2026-10-19
Centennial Wealth Advisory LLC
INCREASED763740+23+3%$380.1K$421.9K+$41.8K2026-10-16
Asahi Life Asset Management Co., Ltd.
INCREASED762730+32+4%$374.9K$420.2K+$45.3K2026-11-06
Philip James Wealth Mangement, LLC
INCREASED761638+123+19%$327.6K$419.8K+$92.2K2026-10-27
Rare Wolf Capital LLC
INCREASED758538+220+41%$276.3K$418.0K+$141.7K2026-10-20
Kelleher Financial Advisors
DECREASED7522,657-1,905-72%$1.4M$414.7K-$949.9K2026-10-30
Tower View Wealth Management LLC
DECREASED752788-36-5%$404.8K$414.8K+$10.0K2026-10-23
Riversedge Advisors, LLC
INCREASED751662+89+13%$340.2K$414.4K+$74.2K2026-10-09
First Bancorp, Inc
DECREASED751757-6-1%$388.8K$414.2K+$25.4K2026-10-26
Merrion Investment Management Co, LLC
UNCHANGED75075000%$385.2K$413.6K+$28.4K2026-10-16
Clear Wave Wealth Management LLC
INCREASED749618+131+21%$317.4K$413.1K+$95.6K2026-11-04
Artemis Wealth Advisors, LLC
UNCHANGED74874800%$384.2K$412.5K+$28.3K2026-11-05
Unify Financial Advisors
NEW746—+746——$411.5K—2026-11-03
Net Worth Advisory Group
DECREASED7462,036-1,290-63%$1.0M$410.5K-$635.1K2026-10-20
Jnba Financial Advisors
INCREASED746663+83+13%$340.5K$411.4K+$70.9K2026-11-03
Rainier Family Wealth Inc
INCREASED746716+30+4%$367.7K$411.4K+$43.7K2026-11-02
Trilogy Capital Inc.
INCREASED743688+55+8%$353.4K$409.7K+$56.3K2026-10-20
Bernardo Wealth Planning LLC
NEW736—+736——$405.9K—2026-10-23
Promethium Advisors,llc
UNCHANGED73473400%$377.0K$404.8K+$27.8K2026-10-19
Grandview Asset Management LLC
DECREASED7321,027-295-29%$527.8K$403.7K-$124.1K2026-10-19
Arbor Investment Advisors, LLC
DECREASED732842-110-13%$432.5K$403.7K-$28.8K2026-10-26
Adirondack Trust Co
INCREASED731700+31+4%$359.5K$403.1K+$43.6K2026-10-14
Berkshire Money Management, Inc.
NEW729—+729——$402.0K—2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED72872800%$374.0K$374.0K$02026-11-03
Integrated Capital Management, LLC
DECREASED726774-48-6%$397.6K$400.5K+$2.8K2026-10-23
OFS Enterprise LLC
INCREASED726708+18+3%$363.8K$400.5K+$36.8K2026-10-16
Oasis Advisors, LLC
NEW725—+725——$400.0K—2026-10-16
Kohmann Bosshard Financial Services, LLC
INCREASED725661+64+10%$339.5K$399.8K+$60.3K2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED724660+64+10%$339.0K$399.3K+$60.3K2026-10-13
Pacific Excel Wealth Advisors, Inc.
DECREASED7231,359-636-47%$698.0K$419.6K-$278.5K2026-10-27
Able Financial Group, LLC
INCREASED720561+159+28%$288.1K$397.1K+$108.9K2026-10-14
Rayburn West Financial Services LLC
INCREASED719569+150+26%$292.2K$396.5K+$104.3K2026-11-03
DecisionMap Wealth Management, LLC
DECREASED718719-10%$369.3K$396.0K+$26.7K2026-10-29
GGM Financial LLC
INCREASED717589+128+22%$302.3K$395.3K+$92.9K2026-11-05
Arbor Wealth Management Llc\az
DECREASED717812-95-12%$417.3K$395.5K-$21.8K2026-10-20
Kavar Capital Partners Group, LLC
DECREASED716784-68-9%$402.7K$394.9K-$7.8K2026-11-06
Cherrydale Wealth Management, LLC
UNCHANGED71671600%$368.0K$395.1K+$27.1K2026-10-20
1900 Wealth Management LLC
INCREASED713444+269+61%$228.0K$393.2K+$165.2K2026-10-13
Valley National Advisers Inc
DECREASED711712-10%$365.5K$392.0K+$26.5K2026-10-23
Trinity Financial Advisors LLC
UNCHANGED71171100%$365.2K$392.2K+$27.0K2026-10-09
LVM Capital Management LTD
UNCHANGED71071000%$365$391.5K+$391.2K2026-10-20
Tamar Securities, LLC
DECREASED709727-18-2%$373.5K$391.0K+$17.6K2026-11-03
Carrera Capital Advisors
DECREASED705817-112-14%$419.6K$388.6K-$31.0K2026-11-03
Aspen Wealth Management LLC
INCREASED704554+150+27%$284.3K$388.1K+$103.8K2026-10-14
Element Pointe Advisors, LLC
INCREASED703677+26+4%$347.7K$387.7K+$40.0K2026-10-21
UMB Private Wealth Management, LLC
NEW702—+702——$387.1K—2026-10-19
City State Bank
INCREASED700659+41+6%$338.5K$386.0K+$47.6K2026-10-20
RED Lighthouse Investment Management, LLC
INCREASED700699+1+0%$359.0K$386.0K+$27.0K2026-11-02
GuidedMoney, LLC
UNCHANGED70070000%$359.5K$386.0K+$26.5K2026-10-29
Hidden Cove Wealth Management, LLC
INCREASED694632+62+10%$324.6K$382.7K+$58.1K2026-10-19
Sigma Investment Counselors Inc
DECREASED693712-19-3%$365.5K$382.0K+$16.5K2026-10-27
Kaydan Wealth Management, Inc.
INCREASED691678+13+2%$348.2K$381.1K+$32.8K2026-10-08
Voisard Asset Management Group, Inc.
INCREASED690582+108+19%$298.9K$380.5K+$81.6K2026-10-13
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED689683+6+1%$350.7K$380.0K+$29.3K2026-10-29
Investment Planning Advisors, Inc.
INCREASED685526+159+30%$270.1K$377.5K+$107.4K2026-10-14
ProCore Advisors, LLC
INCREASED684587+97+17%$301.4K$377.1K+$75.7K2026-10-14
Miller Global Investments, LLC
INCREASED682565+117+21%$290.2K$376.1K+$85.9K2026-10-02
Luts & Greenleigh Group, Inc.
INCREASED678673+5+1%$345.7K$374.0K+$28.3K2026-11-05
Titleist Asset Management, LLC
INCREASED677515+162+31%$264.6K$373.5K+$108.9K2026-10-08
Yoder Wealth Management, Inc.
DECREASED677682-5-1%$350.3K$373.3K+$23.1K2026-10-13
Woodstock Corp
UNCHANGED67767700%$347.7K$373.3K+$25.6K2026-10-13
Leslie Global Wealth, LLC
INCREASED675672+3+0%$345.1K$372.2K+$27.1K2026-10-26
Dala Group, LLC
DECREASED672833-161-19%$428.0K$370.7K-$57.3K2026-10-29
Thompson Siegel & Walmsley LLC
UNCHANGED67267200%$345.0K$371-$344.6K2026-11-05
Wagner Wealth Management, LLC
DECREASED671680-9-1%$349.4K$369.8K+$20.4K2026-10-21
RHS Financial, LLC
INCREASED670443+227+51%$227.5K$369.5K+$142.0K2026-10-13
Castle Rock Wealth Management, LLC
DECREASED669680-11-2%$355.1K$378.9K+$23.8K2026-10-09
Norway Savings Bank
DECREASED669679-10-1%$348.7K$368.9K+$20.2K2026-10-20
Acima Private Wealth, LLC
DECREASED668734-66-9%$377.0K$368.4K-$8.6K2026-10-05
Berman McAleer LLC
UNCHANGED66866800%$343.1K$368.4K+$25.3K2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED667438+229+52%$225.1K$367.6K+$142.6K2026-10-20
Insight Advisors, LLC/ PA
DECREASED667755-88-12%$387.6K$367.7K-$19.9K2026-10-22
Hickory Point Bank & Trust
INCREASED666646+20+3%$331.8K$367.3K+$35.5K2026-10-01
Seelaus Asset Management LLC
NEW665—+665——$366.7K—2026-10-14
MFA Wealth Services
INCREASED664660+4+1%$338.7K$366.3K+$27.6K2026-10-14
Opus Capital Group, LLC
UNCHANGED66266200%$340.0K$365-$339.6K2026-10-30
Independent Wealth Network Inc.
DECREASED661770-109-14%$395.5K$364.5K-$31.0K2026-10-19
Echo45 Advisors LLC
INCREASED660655+5+1%$336.6K$363.8K+$27.2K2026-10-07
Targeted Financial Services LLC
UNCHANGED65565500%$336.4K$361.2K+$24.8K2026-10-19
Hill Island Financial LLC
INCREASED653486+167+34%$249.6K$360.1K+$110.5K2026-10-20
Clifford Swan Investment Counsel LLC
UNCHANGED65165100%$334.2K$358.8K+$24.6K2026-11-05
Waters Parkerson & Co., LLC
UNCHANGED65065000%$333.8K$358.5K+$24.6K2026-11-04
Strategic Family Wealth Counselors, L.L.C.
DECREASED649652-30%$334.9K$357.9K+$23.0K2026-10-29
Sutton Place Investors LLC
INCREASED648610+38+6%$313.3K$357.4K+$44.1K2026-10-20
Oregon Pacific Wealth Management, LLC
DECREASED646707-61-9%$363.1K$356.3K-$6.9K2026-10-20
SFE Investment Counsel
UNCHANGED64364300%$330.2K$354.6K+$24.4K2026-10-29
Pension & Wealth Management Advisors, Inc.
INCREASED64273+569+779%$37.8K$354.1K+$316.3K2026-10-16
State of Wyoming
DECREASED6353,394-2,759-81%$1.7M$350.2K-$1.4M2026-10-28
Hibernia Wealth Partners, LLC
INCREASED635584+51+9%$300.0K$350.4K+$50.4K2026-10-29
Franklin Street Advisors Inc
UNCHANGED63563500%$326.1K$350.2K+$24.0K2026-10-13
Sage Investment Counsel LLC
UNCHANGED63563500%$326.3K$350.3K+$24.1K2026-10-26
Pacific Capital Wealth Advisors, Inc.
INCREASED634539+95+18%$276.8K$349.6K+$72.8K2026-10-22
Commons Capital, LLC
INCREASED632537+95+18%$275.8K$348.5K+$72.7K2026-11-05
WealthBridge Investment Counsel Inc.
UNCHANGED63263200%$325$349+$242026-10-13
Catalyst Capital Advisors LLC
DECREASED6311,099-468-43%$564.4K$348.0K-$216.5K2026-11-02
PFG Private Wealth Management, LLC
INCREASED630525+105+20%$269.6K$347.4K+$77.8K2026-10-15
Cornell Pochily Investment Advisors, Inc.
DECREASED630650-20-3%$333.8K$347.4K+$13.6K2026-10-19
Huntleigh Advisors, Inc.
INCREASED628588+40+7%$302.0K$346.4K+$44.3K2026-11-03
W.H. Cornerstone Investments Inc.
UNCHANGED62862800%$322.6K$346.5K+$24.0K2026-11-03
Lineweaver Wealth Advisors, LLC
DECREASED627642-15-2%$329.9K$345.8K+$15.9K2026-10-13
Quartz Partners, LLC
UNCHANGED62762700%$321.8K$345.5K+$23.7K2026-11-03
Financial Security Advisor, Inc.
INCREASED626432+194+45%$221.7K$345.0K+$123.3K2026-11-03
Richard P Slaughter Associates Inc
INCREASED623520+103+20%$267.1K$343.3K+$76.3K2026-10-13
Accel Wealth Management
DECREASED623638-15-2%$327.7K$343.6K+$15.9K2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED622751-129-17%$385.7K$343.0K-$42.7K2026-10-13
Acorn Creek Capital LLC
INCREASED621596+25+4%$306.1K$342.5K+$36.4K2026-11-05
GFS Advisors, LLC
INCREASED620134+486+363%$318.4K$342.0K+$23.6K2026-11-03
Summit Securities Group LLC
INCREASED620188+432+230%$96.6K$341.9K+$245.4K2026-11-05
Atlas Wealth Partners, LLC
DECREASED620626-6-1%$321.5K$341.9K+$20.4K2026-11-03
IFG Advisors, LLC
UNCHANGED61961900%$317.7K$341.1K+$23.4K2026-10-15
GSG Advisors LLC
DECREASED618749-131-17%$384.7K$340.8K-$43.9K2026-11-03
180 GPS Investments IC Ltd
NEW617—+617——$340.3K—2026-11-06
TruNorth Capital Management, LLC
INCREASED617467+150+32%$239.9K$340.3K+$100.4K2026-10-14
Vaughan David Investments LLC
INCREASED615532+83+16%$273.0K$339-$272.7K2026-11-05
LEE Danner & Bass Inc
UNCHANGED61561500%$315.9K$339.2K+$23.3K2026-10-27
Gilman Hill Asset Management, LLC
DECREASED614706-92-13%$362.5K$338.4K-$24.0K2026-10-13
First Growth Capital LLC
INCREASED614539+75+14%$276.6K$338.3K+$61.8K2026-10-15
Ellsworth Advisors, LLC
INCREASED612467+145+31%$250.1K$337.3K+$87.3K2026-10-15
Greatmark Investment Partners, Inc.
UNCHANGED61161100%$313.8K$336.9K+$23.1K2026-10-28
Heartwood Wealth Advisors LLC
INCREASED608466+142+30%$239.3K$335.3K+$96.0K2026-10-05
Oak Harvest Investment Services
INCREASED608595+13+2%$305.6K$335.6K+$30.0K2026-10-20
Barings LLC
UNCHANGED60660600%$311.2K$334.2K+$22.9K2026-10-22
Eagle Strategies LLC
DECREASED604618-14-2%$317.4K$332.9K+$15.4K2026-10-16
Mountain Pacific Investment Advisers LLC
UNCHANGED60460400%$310.2K$333.1K+$22.9K2026-10-29
Vicus Capital
DECREASED6021,015-413-41%$521.4K$331.9K-$189.5K2026-11-05
Fusion Family Wealth, LLC
UNCHANGED60260200%$309.2K$332.0K+$22.8K2026-11-02
Steinberganna Wealth Management
DECREASED601625-24-4%$321.0K$331.3K+$10.3K2026-10-23
Foronjy Financial LLC
NEW600—+600——$331.1K—2026-10-14
Ted Buchan & Co
UNCHANGED60060000%$308.2K$330.9K+$22.7K2026-10-23
Vigilare Wealth Management
UNCHANGED60060000%$308.2K$330.9K+$22.7K2026-10-29
Consolidated Capital Management, LLC
UNCHANGED60060000%$308.2K$330.9K+$22.7K2026-10-13
Parkway Wealth Management Group, LLC
INCREASED599566+33+6%$290.7K$330.3K+$39.6K2026-10-20
Clarity Wealth Development LLC
DECREASED596986-390-40%$506.3K$328.9K-$177.3K2026-10-22
Greenwood Gearhart LLC
DECREASED595598-30%$307.1K$328.1K+$21.0K2026-11-02
Genesee Capital Advisors, LLC
INCREASED594593+1+0%$304.6K$327.5K+$22.9K2026-10-20
Fifth Third Securities, Inc.
NEW592—+592——$326.6K—2026-10-21
Weaver Consulting Group
INCREASED592540+52+10%$277.3K$326.7K+$49.3K2026-10-07
Financial Enhancement Group LLC
INCREASED592587+5+1%$301.5K$337.5K+$36.0K2026-10-08
Sherman Asset Management, Inc.
UNCHANGED59159100%$303.9K$326.4K+$22.4K2026-11-05
Maltin Wealth Management, Inc.
UNCHANGED59159100%$303.5K$326.0K+$22.5K2026-10-13
SJS Investment Consulting Inc.
INCREASED590544+46+8%$279.4K$325.4K+$46.0K2026-10-26
Rainey & Randall Wealth Advisors Inc.
INCREASED589574+15+3%$294.8K$324.8K+$30.0K2026-10-26
Wealthcare Capital Partners, LLC
UNCHANGED58758700%$301.5K$323.8K+$22.3K2026-10-21
Atlatl Advisers LLC
INCREASED586570+16+3%$292.8K$323.2K+$30.4K2026-10-22
Arlington Trust Co LLC
INCREASED585479+106+22%$246.0K$322.6K+$76.6K2026-10-20
Global Wealth Management Investment Advisory, Inc.
DECREASED584624-40-6%$320.5K$322.0K+$1.5K2026-11-04
Townsend & Associates, Inc
DECREASED582981-399-41%$537.0K$359.1K-$177.9K2026-10-23
Centurion Wealth Management LLC
DECREASED582657-75-11%$337.6K$320.7K-$16.9K2026-10-13
Financial Planning Hawaii, Inc.
INCREASED581551+30+5%$283.0K$320.4K+$37.4K2026-10-13
Cahaba Wealth Management, Inc.
INCREASED578519+59+11%$266.4K$318.7K+$52.3K2026-10-26
Alchemi Wealth, LLC
INCREASED578567+11+2%$291.2K$318.8K+$27.5K2026-11-04
Legacy Wealth Partners, LLC
DECREASED578584-6-1%$299.9K$318.8K+$18.8K2026-10-15
Fulton Breakefield Broenniman LLC
INCREASED571546+25+5%$280.2K$314.7K+$34.6K2026-11-03
Center For Asset Management LLC
NEW570—+570——$314.3K—2026-10-16
Members Wealth LLC
INCREASED570540+30+6%$277.2K$324.8K+$47.6K2026-10-20
Green Ridge Wealth Planning LLC
DECREASED569573-4-1%$294.3K$313.8K+$19.5K2026-10-08
Flavin Financial Services, Inc.
UNCHANGED56956900%$292.3K$313.9K+$21.6K2026-10-21
Wiregrass Investment Management LLC
DECREASED5684,620-4,052-88%$2.4M$313.3K-$2.1M2026-11-05
McGlone Suttner Wealth Management, Inc.
INCREASED568470+98+21%$241.6K$313.1K+$71.5K2026-10-13
Axiom Investment Management LLC
UNCHANGED56756700%$291.2K$312.7K+$21.5K2026-11-03
Sentinel Advisory Group, LLC
INCREASED566526+40+8%$270.2K$312.1K+$42.0K2026-10-20
XY Planning Network, Inc.
INCREASED565489+76+16%$251.2K$311.6K+$60.4K2026-10-14
Legacy Bridge, LLC
UNCHANGED56556500%$290.2K$311.6K+$21.4K2026-10-28
Eagle Bay Advisors LLC
NEW563—+563——$310.5K—2026-10-16
Veratis Advisors, Inc.
INCREASED563473+90+19%$242.9K$310.5K+$67.5K2026-11-03
Yankcom Partnership
UNCHANGED55855800%$286.6K$307.7K+$21.1K2026-10-15
Fonville Wealth Management LLC
INCREASED554396+158+40%$203.4K$305.5K+$102.1K2026-10-28
Tandem Capital Management Corp
UNCHANGED55455400%$284.5K$305.5K+$21.0K2026-10-22
Hanson & Doremus Investment Management
INCREASED553488+65+13%$251.0K$305-$250.7K2026-10-16
Evolution Wealth Advisors, LLC
INCREASED552440+112+25%$226.0K$304.5K+$78.5K2026-11-03
Wiser Wealth Management, Inc
INCREASED552476+76+16%$244.5K$304.4K+$59.9K2026-10-14
Financial Advisory Partners, LLC
UNCHANGED55055000%$282.5K$303.3K+$20.8K2026-10-23
GoalVest Advisory LLC
DECREASED549767-218-28%$394.0K$302.8K-$91.2K2026-10-02
Pathway Financial Advisers, LLC
UNCHANGED54854800%$281.3K$302.3K+$21.0K2026-10-27
Fidelity D & D Bancorp Inc
UNCHANGED54654600%$280.4K$301.1K+$20.7K2026-11-05
Beacon Financial Advisory LLC
INCREASED545412+133+32%$211.4K$300.3K+$88.9K2026-10-16
Selective Wealth Management, Inc.
NEW544—+544——$335.1K—2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED54454400%$279.4K$300.0K+$20.6K2026-11-02
Lifelong Wealth Advisors, Inc.
INCREASED543528+15+3%$271.2K$299.4K+$28.3K2026-10-19
Blue Zone Wealth Advisors, LLC
DECREASED543550-7-1%$282.5K$299.4K+$17.0K2026-10-19
Channel Wealth LLC
INCREASED541511+30+6%$262.5K$298.3K+$35.9K2026-11-06
Rothwell Investment Advisors, LLC
NEW540—+540——$298.0K—2026-11-06
Simplify Asset Management Inc.
DECREASED5401,577-1,037-66%$809.9K$297.8K-$512.2K2026-10-27
BancFirst Trust & Investment Management
DECREASED540839-299-36%$427.6K$304.3K-$123.3K2026-10-30
Abound Wealth Management
INCREASED540461+79+17%$236.9K$298.0K+$61.0K2026-10-26
Uptick Partners, LLC
INCREASED540474+66+14%$243.7K$298.0K+$54.4K2026-11-04
Athena Wealth Management, LLC
INCREASED540514+26+5%$264.2K$298.1K+$33.9K2026-10-09
Sentinel Trust Co LBA
DECREASED5391,124-585-52%$577$297-$2802026-11-03
Lodestone Wealth Management LLC
INCREASED539512+27+5%$262.7K$297.4K+$34.7K2026-10-14
AJ Advisors, LLC
INCREASED537531+6+1%$272.7K$296.0K+$23.3K2026-10-29
Livet Wealth, LLC
DECREASED536598-62-10%$307.1K$295.6K-$11.5K2026-10-27
ERn Financial, LLC
INCREASED536533+3+1%$273.7K$295.5K+$21.8K2026-10-28
High Note Wealth, LLC
INCREASED532449+83+18%$230.6K$293.4K+$62.8K2026-10-27
Tennessee Valley Asset Management Partners
DECREASED532608-76-12%$312.2K$293.1K-$19.0K2026-11-03
Meyer Handelman Co
INCREASED532487+45+9%$250.1K$293.4K+$43.3K2026-10-28
Palisade Asset Management, LLC
DECREASED529553-24-4%$284.0K$291.7K+$7.7K2026-11-03
Instrumental Wealth, LLC
INCREASED528488+40+8%$250.5K$291.3K+$40.8K2026-10-20
Heritage Wealth Management, Inc.
DECREASED528533-5-1%$273.7K$291.2K+$17.4K2026-10-28
Portfolio Design Labs, LLC
UNCHANGED52752700%$270.7K$290.6K+$20.0K2026-11-04
Phoenix Wealth Advisors
UNCHANGED52752700%$270.7K$290.7K+$20.0K2026-11-03
Skylands Capital, LLC
UNCHANGED52552500%$269.6K$289.5K+$19.9K2026-10-21
Verity & Verity, LLC
DECREASED5221,042-520-50%$535.2K$287.9K-$247.3K2026-10-23
Flynn Zito Capital Management, LLC
INCREASED522481+41+9%$246.8K$287.6K+$40.8K2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED522505+17+3%$259.4K$287.9K+$28.5K2026-10-20
Valued Retirements, Inc.
UNCHANGED52252200%$268.1K$287.9K+$19.8K2026-11-06
BridgePort Financial Solutions, LLC
INCREASED521442+79+18%$226.8K$287.1K+$60.3K2026-11-02
Barnes Dennig Private Wealth Management LLC
INCREASED520414+106+26%$212.6K$286.8K+$74.1K2026-10-30
Fiduciary Financial Group, LLC
INCREASED520501+19+4%$257.3K$286.8K+$29.5K2026-10-13
Endowment Wealth Management, Inc.
DECREASED519593-74-12%$304.6K$286.4K-$18.2K2026-11-03
Nautilus Advisors LLC
DECREASED519523-4-1%$275.6K$286.4K+$10.8K2026-10-07
Coyle Financial Counsel LLC
INCREASED518486+32+7%$249.7K$285.8K+$36.1K2026-10-28
DiNuzzo Private Wealth, Inc.
UNCHANGED51851800%$266.0K$285.7K+$19.6K2026-10-16
Warburton Capital Management, LLC
INCREASED517437+80+18%$224.0K$334.8K+$110.8K2026-11-06
Atlas Private Wealth Advisors
DECREASED515557-42-8%$286.1K$284.0K-$2.1K2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5141,740-1,226-70%$894.9K$283.9K-$611.0K2026-10-14
Bell Investment Advisors, Inc
INCREASED513495+18+4%$254.2K$282.9K+$28.7K2026-10-29
Fermata Advisors, LLC
INCREASED513497+16+3%$255.4K$282.7K+$27.3K2026-10-13
Todd Wealth Management, LLC
DECREASED512515-3-1%$264.4K$282.3K+$17.9K2026-10-19
Gradient Investments LLC
NEW511—+511——$281.7K—2026-10-08
Lighthouse Financial LLC
NEW510—+510——$281.3K—2026-10-23
Register Financial Advisors LLC
INCREASED510505+5+1%$259.4K$281.3K+$21.9K2026-10-23
Advus Financial Partners, LLC
NEW509—+509——$280.6K—2026-10-20
PKS Advisory Services, LLC
UNCHANGED50950900%$261.8K$261.8K$02026-10-26
Global Strategic Investment Solutions, LLC
INCREASED508489+19+4%$251.2K$280.1K+$29.0K2026-10-16
Advisor Resource Council
DECREASED508513-5-1%$273.5K$286.8K+$13.3K2026-11-05
Landmark Wealth Management, LLC
DECREASED506515-9-2%$264.5K$279.1K+$14.6K2026-11-03
Trust Co of Kansas
UNCHANGED50550500%$259.0K$278-$258.7K2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED5021,694-1,192-70%$869.0K$277-$868.7K2026-11-02
Legacy Financial Strategies, LLC
DECREASED502526-24-5%$270.0K$276.7K+$6.7K2026-10-15
RFG - Bristol Wealth Advisors, LLC
INCREASED501494+7+1%$253.5K$276.5K+$23.0K2026-10-09
First Hawaiian Bank
UNCHANGED50050000%$256.8K$275.7K+$18.9K2026-10-14
Trust Co
DECREASED498500-20%$256.8K$274.6K+$17.8K2026-10-09
LS Investment Advisors, LLC
UNCHANGED49849800%$255.8K$274.6K+$18.9K2026-10-13
Dmkc Advisory Services, LLC
DECREASED496901-405-45%$462.8K$273.5K-$189.2K2026-11-04
Etesian Wealth Advisors, Inc.
DECREASED496524-28-5%$269.1K$273.5K+$4.4K2026-10-27
Elco Management Co., LLC
UNCHANGED49549500%$254.2K$273.0K+$18.7K2026-10-14
DWR Wealth Management, LLC
UNCHANGED49549500%$252.3K$279.0K+$26.7K2026-10-13
Washington Trust Advisors, Inc.
UNCHANGED49549500%$254.2K$273.0K+$18.7K2026-10-22
Counterpoint Mutual Funds LLC
DECREASED4941,136-642-57%$583.5K$272.4K-$311.0K2026-10-16
Elser Financial Planning, Inc
INCREASED494463+31+7%$237.8K$272.4K+$34.6K2026-10-16
Citizens National Bank Trust Department
UNCHANGED49449400%$253.7K$272.4K+$18.7K2026-11-04
ANB Bank
UNCHANGED49349300%$253.2K$271.9K+$18.7K2026-10-09
Shakespeare Wealth Management, LLC
INCREASED492474+18+4%$243.4K$271.3K+$27.9K2026-10-28
SeedSafe Financial LLC
INCREASED491490+1+0%$251.7K$270.8K+$19.1K2026-11-02
Hartford Financial Management Inc.
DECREASED490528-38-7%$271.2K$270.2K-$9602026-10-21
Founders Capital Management
UNCHANGED49049000%$251.7K$270.2K+$18.6K2026-10-13
Wolverine Asset Management LLC
INCREASED48826+462+1777%$13.4K$269.1K+$255.8K2026-11-02
Zinnia Wealth Advisory, LLC
INCREASED488458+30+7%$235.2K$269.1K+$33.9K2026-11-06
J. Derek Lewis & Associates Inc.
UNCHANGED48848800%$250.7K$269.3K+$18.6K2026-11-03
Burr Financial Services, LLC
UNCHANGED48848800%$250.6K$269.1K+$18.5K2026-10-08
Tenzing Financial LLC
INCREASED485476+9+2%$253.8K$299.0K+$45.2K2026-11-03
Worth Asset Management, LLC
NEW484—+484——$266.9K—2026-10-07
Braeburn Wealth Management LLC
INCREASED484479+5+1%$246.0K$266.9K+$20.9K2026-10-15
Postrock Partners LLC
UNCHANGED48448400%$248.6K$266.9K+$18.3K2026-11-02
Chemung Canal Trust Co
DECREASED482487-5-1%$250.1K$265.8K+$15.7K2026-11-04
RBA Wealth Management, LLC
NEW480—+480——$264.7K—2026-10-28
SilverOak Wealth Management LLC
DECREASED480500-20-4%$256.8K$264.7K+$7.9K2026-10-29
Northstar Asset Management Co
UNCHANGED48048000%$259.0K$298.9K+$39.8K2026-10-22
TSA Wealth Managment LLC
DECREASED479488-9-2%$250.6K$264.2K+$13.5K2026-10-22
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED47647600%$244.7K$262.8K+$18.1K2026-10-08
Paragon Advisors, LLC
NEW474—+474——$261.5K—2026-11-03
Buck Wealth Strategies, LLC
DECREASED474820-346-42%$421.1K$261.3K-$159.7K2026-10-28
Financial Partners Group, Inc
DECREASED474510-36-7%$262.1K$261.4K-$6212026-10-19
Capital Investment Counsel, Inc
DECREASED474484-10-2%$248.6K$261.4K+$12.8K2026-10-20
W.G. Shaheen & Associates DBA Whitney & Co
NEW472—+472——$260.0K—2026-11-03
Intergy Private Wealth, LLC
INCREASED472401+71+18%$206.0K$260.3K+$54.3K2026-10-16
Gibson Capital, LLC
DECREASED471475-4-1%$243.9K$259.7K+$15.9K2026-10-23
Burkett Asset Management Ltd
DECREASED470565-95-17%$290.2K$259.2K-$31.0K2026-10-13
Altar Rock LLC
DECREASED470474-4-1%$243.4K$277.3K+$33.9K2026-11-06
Financial Symmetry Inc
UNCHANGED47047000%$241.4K$259.2K+$17.8K2026-10-06
Meriwether Wealth & Planning, LLC
DECREASED469511-42-8%$262.5K$258.6K-$3.8K2026-10-13
Sun Group Wealth Partners
UNCHANGED46646600%$239.3K$257.0K+$17.6K2026-10-26
Long Road Investment Counsel, LLC
DECREASED465665-200-30%$341.5K$256.4K-$85.1K2026-11-04
Cypress Capital, LLC
INCREASED465452+13+3%$232.1K$256.4K+$24.3K2026-10-20
David J Yvars Group
UNCHANGED46546500%$238.6K$256.3K+$17.7K2026-10-09
Mattern Wealth Management LLC
UNCHANGED46546500%$238.8K$256.4K+$17.6K2026-11-04
LJI Wealth Management, LLC
DECREASED464555-91-16%$285.0K$255.9K-$29.1K2026-10-28
William Mack & Associates, Inc.
INCREASED464450+14+3%$231.1K$255.9K+$24.8K2026-10-27
Sierra Ocean, LLC
INCREASED464455+9+2%$233.9K$256.1K+$22.2K2026-11-03
Carl P. Sherr & Co., LLC
UNCHANGED46346300%$237.8K$255.3K+$17.5K2026-11-06
Boston Common Asset Management, LLC
UNCHANGED46346300%$237.8K$255.3K+$17.5K2026-10-13
Nfsg Corp
INCREASED462253+209+83%$130.2K$254.5K+$124.3K2026-10-15
Allegheny Financial Group
DECREASED460546-86-16%$280.9K$254.1K-$26.7K2026-11-05
Rose Capital Advisors LLC
NEW459—+459——$253.7K—2026-11-04
Ethos Capital Management, Inc.
DECREASED457782-325-42%$401.6K$252.1K-$149.5K2026-11-03
Cogent Private Wealth, Inc.
INCREASED457421+36+9%$216.3K$252.1K+$35.8K2026-11-06
Reap Financial Group, LLC
UNCHANGED45745700%$234.7K$252.0K+$17.3K2026-11-02
Wealth Effects LLC
INCREASED454448+6+1%$230.1K$250.4K+$20.3K2026-10-23
Avid Wealth Partners LLC
INCREASED453432+21+5%$221.9K$249.8K+$27.9K2026-11-03
Stewardship Advisors, LLC
INCREASED453441+12+3%$226.5K$249.8K+$23.3K2026-10-20
Ables, Iannone, Moore & Associates, Inc.
INCREASED452446+6+1%$229.1K$249.3K+$20.2K2026-10-06
Vision Financial Markets LLC
UNCHANGED45245200%$231.6K$248.7K+$17.1K2026-10-22
B.A. Schrock Wealth Management, Inc.
NEW450—+450——$247.6K—2026-10-15
Prevail Innovative Wealth Advisors, LLC
NEW448—+448——$255.4K—2026-10-20
GFG Capital, LLC
UNCHANGED44744700%$229.6K$246.5K+$16.9K2026-10-16
Planned Solutions, Inc.
UNCHANGED44744700%$229.6K$246.5K+$16.9K2026-10-19
Investment Partners, Ltd.
NEW446—+446——$245.9K—2026-10-29
Mirador Capital Partners LP
DECREASED445457-12-3%$234.8K$245.7K+$10.9K2026-10-09
Encompass More Asset Management
DECREASED444562-118-21%$288.7K$245.1K-$43.6K2026-10-16
Garner Asset Management Corp
DECREASED443460-17-4%$236.3K$271.9K+$35.6K2026-10-30
Cornerstone Planning Group LLC
INCREASED443436+7+2%$231.9K$261.1K+$29.2K2026-10-16
Harbor Group, Inc.
INCREASED442441+1+0%$226.7K$243.8K+$17.1K2026-10-14
Smith Chas P & Associates PA Cpas
DECREASED440620-180-29%$318.6K$271.8K-$46.7K2026-10-22
Stone House Investment Management, LLC
INCREASED439429+10+2%$220.3K$242.1K+$21.8K2026-10-23
Sterling Investment Advisors, Ltd.
UNCHANGED43843800%$224.9K$241.5K+$16.6K2026-10-27
Kitching Partners, LLC
NEW436—+436——$240.4K—2026-11-02
Advisortrust Partners, LLC
DECREASED436448-12-3%$230.1K$240.3K+$10.2K2026-11-02
Brooklyn FI, LLC
INCREASED43579+356+451%$42.0K$292.6K+$250.6K2026-11-05
Avalon Capital Management
INCREASED435429+6+1%$220.3K$239.9K+$19.6K2026-11-04
Fairscale Capital, LLC
INCREASED434406+28+7%$208.5K$276.9K+$68.4K2026-11-04
Westside Investment Management, Inc.
UNCHANGED43443400%$222.9K$239.7K+$16.8K2026-11-02
Schneider Downs Wealth Management Advisors, LP
NEW433—+433——$238.8K—2026-10-27
Seven Hills Financial, LLC
NEW432—+432——$238.1K—2026-10-13
Vaquero Private Wealth, LTD
UNCHANGED43243200%$221.9K$238.2K+$16.4K2026-10-27
Waystone Advisors LLC
UNCHANGED43243200%$221.9K$221.9K$02026-10-16
Obsidian CIO, LLC
INCREASED431373+58+16%$191.6K$237.8K+$46.2K2026-11-05
LFA - Lugano Financial Advisors SA
UNCHANGED43043000%$220.8K$237.1K+$16.3K2026-11-03
Alterna Wealth Management, Inc
UNCHANGED43043000%$220.8K$237.1K+$16.3K2026-10-27
Acorn Financial Advisory Services Inc
DECREASED428437-9-2%$224.5K$236.4K+$11.8K2026-11-02
PW Nova Financial Services LLC
DECREASED428433-5-1%$222.4K$236.0K+$13.6K2026-10-15
Momentous Wealth Management, Inc.
NEW427—+427——$235.5K—2026-10-21
Romano Brothers and Company
DECREASED427464-37-8%$238.3K$235.5K-$2.8K2026-10-22
Accelerate Investment Advisors LLC
DECREASED426470-44-9%$241.1K$234.7K-$6.4K2026-11-02
Letko, Brosseau & Associates Inc
INCREASED426400+26+7%$205.4K$234.9K+$29.5K2026-11-06
IMPACTfolio, LLC
UNCHANGED42542500%$218.1K$234.1K+$16.1K2026-10-28
Community Financial Services Group, LLC
INCREASED424394+30+8%$205.8K$233.2K+$27.4K2026-10-15
Jeppson Wealth Management, LLC
INCREASED422414+8+2%$212.6K$232.7K+$20.1K2026-10-20
Bill Few Associates, Inc.
INCREASED421420+1+0%$215.7K$232.2K+$16.5K2026-10-09
Stillwater Wealth Management Group
INCREASED421420+1+0%$215.7K$232.2K+$16.5K2026-10-21
Redwood Family Wealth LLC
NEW419—+419——$231.0K—2026-10-20
Elite Life Management LLC
INCREASED419383+36+9%$218.5K$274.8K+$56.3K2026-11-06
Johnson Bixby & Associates, LLC
UNCHANGED41841800%$214.7K$230.5K+$15.8K2026-10-14
Banque de Luxembourg S.A.
UNCHANGED41841800%$214.7K$230.5K+$15.8K2026-10-14
Cordoba Advisory Partners LLC
NEW417—+417——$230.1K—2026-10-19
Two Point Capital Management, Inc.
NEW416—+416——$229.4K—2026-10-16
Private Wealth Management Group, LLC
INCREASED416367+49+13%$188.5K$229.7K+$41.2K2026-10-19
Highline Wealth Partners LLC
INCREASED415205+210+102%$105.4K$229.0K+$123.6K2026-10-19
Cabot Wealth Management Inc
UNCHANGED41541500%$213.1K$228.9K+$15.7K2026-11-05
Decker Wealth Management LLC
NEW414—+414——$228.1K—2026-10-09
Shade Tree Advisors LLC
NEW413—+413——$227.8K—2026-10-22
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED41241200%$211.6K$227.2K+$15.6K2026-11-02
Summit Financial Strategies, Inc.
INCREASED410405+5+1%$207.8K$226.1K+$18.4K2026-10-14
Petros Family Wealth, LLC
INCREASED407403+4+1%$207.0K$224.4K+$17.5K2026-10-28
Prospect Financial Group LLC
DECREASED406502-96-19%$257.8K$223.9K-$33.9K2026-11-05
Wingate Wealth Advisors, Inc.
DECREASED406448-42-9%$230.1K$223.9K-$6.2K2026-10-26
Cardinal Strategic Wealth Guidance
UNCHANGED40640600%$208.5K$223.9K+$15.4K2026-11-02
Cooper S Advisors, LLC
UNCHANGED40640600%$208.5K$223.9K+$15.4K2026-11-03
Rempart Asset Management Inc.
UNCHANGED40640600%$208.5K$208.5K$02026-10-20
Reston Wealth Management LLC
NEW405—+405——$223.3K—2026-10-29
Heritage Wealth Management, Inc.
NEW404—+404——$222.8K—2026-10-27
Financial Network Wealth Advisors LLC
INCREASED404399+5+1%$204.9K$222.8K+$17.9K2026-10-28
Sage Financial Management Group, Inc.
UNCHANGED40340300%$207.0K$222.2K+$15.3K2026-11-06
Flywheel Private Wealth LLC
DECREASED400524-124-24%$269.1K$220.6K-$48.5K2026-11-02
Ti-Trust, Inc
UNCHANGED40040000%$205.4K$220.6K+$15.1K2026-10-21
Transcendent Capital Group LLC
UNCHANGED40040000%$205.4K$220.6K+$15.1K2026-10-28
Churchill Financial Advisors, LLC
UNCHANGED40040000%$205.4K$220.6K+$15.1K2026-10-20
CLG LLC
UNCHANGED40040000%$205.4K$220.6K+$15.1K2026-10-13
Market Street Wealth Management Advisors LLC
NEW399—+399——$220.0K—2026-10-09
R2 Capital Strategies, LLC
NEW398—+398——$219.6K—2026-10-15
Grey Fox Wealth Advisors, LLC
NEW398—+398——$219.4K—2026-11-03
Human Investing LLC
NEW398—+398——$219.7K—2026-10-19
Schulz Wealth, Ltd.
INCREASED398395+3+1%$202.9K$219.5K+$16.6K2026-11-03
Opal Wealth Advisors, LLC
NEW396—+396——$218.4K—2026-10-16
Hamilton Point Investment Advisors, LLC
DECREASED395515-120-23%$264.5K$217.8K-$46.7K2026-11-03
Wealth Advisory Solutions, LLC
DECREASED395397-20%$203.9K$217.8K+$13.9K2026-10-20
Keystone Wealth Services, LLC
NEW394—+394——$222.1K—2026-11-03
Next Level Private LLC
NEW394—+394——$217.3K—2026-10-20
Milestone Asset Management Group, LLC
UNCHANGED39439400%$202.4K$217.5K+$15.1K2026-10-20
Presilium Private Wealth, LLC
NEW392—+392——$216.2K—2026-10-26
Riverwater Partners LLC
NEW391—+391——$215.6K—2026-11-03
Bayban
UNCHANGED39139100%$200.8K$200.8K$02026-11-05
Westbourne Investment Advisors, Inc.
UNCHANGED39039000%$200.3K$215.1K+$14.8K2026-10-20
BlueSky Wealth Advisors, LLC
NEW389—+389——$214.5K—2026-10-29
Hurley Capital, LLC
UNCHANGED38938900%$199.6K$214.7K+$15.0K2026-11-05
ARK & TLK Investments, LLC
NEW388—+388——$213.9K—2026-10-20
Armstrong Advisory Group, Inc
INCREASED388365+23+6%$187.6K$214.2K+$26.6K2026-10-09
Blvd Private Wealth, LLC
DECREASED388390-2-1%$200.3K$213.9K+$13.6K2026-10-14
Bright Futures Wealth Management, Llc.
NEW387—+387——$213.6K—2026-10-23
Wealth Quarterback LLC
NEW387—+387——$213.2K—2026-10-20
Finivi Inc.
DECREASED386410-24-6%$210.5K$212.9K+$2.5K2026-10-13
Samalin Investment Counsel, LLC
NEW385—+385——$212.6K—2026-10-23
Founders Grove Wealth Partners, LLC
DECREASED385505-120-24%$259.4K$212.3K-$47.1K2026-10-16
Asio Capital, LLC
NEW384—+384——$211.8K—2026-10-19
Gallacher Capital Management LLC
DECREASED384454-70-15%$233.4K$211.7K-$21.7K2026-10-30
LongView Wealth Management
NEW383—+383——$211.2K—2026-10-19
Argyle Capital Management, LLC
NEW383—+383——$211.2K—2026-10-28
Purus Wealth Management, LLC
NEW383—+383——$211.0K—2026-10-15
Hopwood Financial Services, Inc.
DECREASED382512-130-25%$262.7K$210.4K-$52.3K2026-10-29
West Bancorporation Inc
DECREASED382400-18-4%$205.4K$210.7K+$5.2K2026-10-29
Blue Bell Private Wealth Management, LLC
INCREASED382371+11+3%$190.5K$210.7K+$20.1K2026-10-29
E6 Portfolios, LLC
DECREASED381544-163-30%$279.2K$210.4K-$68.9K2026-10-26
Fluent Financial, LLC
DECREASED380425-45-11%$218.3K$209.6K-$8.7K2026-10-13
Tufton Capital Management
DECREASED380405-25-6%$208.0K$209-$207.8K2026-10-20
Larry Mathis Financial Planning, LLC
DECREASED3781,753-1,375-78%$900.3K$208.5K-$691.9K2026-10-26
Legacy Financial Group, Inc.
NEW377—+377——$208.1K—2026-10-21
ABC Arbitrage SA
NEW376—+376——$207.4K—2026-10-23
Global Wealth Strategies & Associates
NEW375—+375——$206.8K—2026-10-02
Heathbridge Capital Management Ltd.
NEW375—+375——$206.8K—2026-10-29
Rational Advisors, Inc.
INCREASED375322+53+16%$165.4K$206.8K+$41.4K2026-11-02
Madrona Financial Services, LLC
NEW374—+374——$206.0K—2026-10-23
Factor Wealth Management LTD
NEW373—+373——$205.5K—2026-10-08
Keeler & Nadler Financial Planning & Wealth Management
NEW373—+373——$205.9K—2026-10-28
Successful Portfolios LLC
NEW372—+372——$208.7K—2026-10-09
Old North State Wealth Management, LLC
DECREASED370407-37-9%$210.0K$205.4K-$4.6K2026-10-22
Bank & Trust Co
UNCHANGED37037000%$190.0K$204.0K+$14.0K2026-10-07
Cottonwood Capital Advisors, LLC
NEW369—+369——$203.5K—2026-10-20
Landaas & Co
NEW369—+369——$203.5K—2026-10-29
Box Hill Private Wealth LLC
DECREASED367423-56-13%$217.3K$202.4K-$14.9K2026-10-05
Spectrum Wealth Advisory Group, LLC
UNCHANGED36736700%$188.5K$202.4K+$13.9K2026-10-29
MB, Levis & Associates, LLC
UNCHANGED36736700%$188.5K$202.5K+$13.9K2026-10-16
Lipe & Dalton
UNCHANGED36636600%$188$202+$142026-10-15
Arta Finance Wealth Management LLC
NEW365—+365——$201.0K—2026-10-28
Astra Wealth Partners LLC
NEW365—+365——$201.3K—2026-11-06
Midland Wealth Advisors, LLC
DECREASED3641,349-985-73%$692.8K$200.7K-$492.1K2026-10-26
Salomon & Ludwin, LLC
INCREASED364251+113+45%$131.1K$200.7K+$69.6K2026-10-29
Accuvest Global Advisors
DECREASED364467-103-22%$240.0K$201.0K-$39.0K2026-11-04
Blume Capital Management, Inc.
UNCHANGED36436400%$187.0K$200.7K+$13.8K2026-10-26
Center for Financial Planning, Inc.
INCREASED361300+61+20%$154.1K$199.1K+$45.0K2026-10-26
Elevation Wealth Partners, LLC
INCREASED360310+50+16%$159.2K$198.6K+$39.4K2026-10-07
Louisbourg Investments Inc.
DECREASED359374-15-4%$192.1K$198.0K+$5.9K2026-10-20
Birchwood Financial Partners, Inc.
INCREASED355344+11+3%$176.7K$195.8K+$19.1K2026-11-02
James T. Borello RIA
INCREASED349311+38+12%$159.7K$192.5K+$32.7K2026-10-16
WPG Advisers, LLC
INCREASED348325+23+7%$166.9K$191.9K+$25.0K2026-10-27
Nova Financial LLC
NEW346—+346——$190.8K—2026-11-04
Joseph Group Capital Management
INCREASED345237+108+46%$121.7K$190.3K+$68.5K2026-11-04
Meridian Financial Partners LLC
NEW338—+338——$208.5K—2026-10-23
Madden Securities Corp
NEW335—+335——$184.7K—2026-10-27
Wilkerson Advisory Group LLC
INCREASED335302+33+11%$155.1K$184.7K+$29.6K2026-10-20
Ridgeline Wealth, LLC
NEW334—+334——$201.7K—2026-10-14
Addison Advisors LLC
INCREASED332281+51+18%$144.3K$182.9K+$38.6K2026-11-06
Vima LLC
UNCHANGED32432400%$166.2K$178.5K+$12.3K2026-10-23
Wolff Wiese Magana LLC
UNCHANGED31531500%$162.0K$173.9K+$12.0K2026-10-15
Rakuten Securities, Inc.
INCREASED31294+218+232%$48.3K$172.1K+$123.8K2026-11-02
Olistico Wealth, LLC
DECREASED304404-100-25%$207.5K$167.6K-$39.8K2026-10-05
Cacti Asset Management LLC
UNCHANGED30030000%$154.1K$169.1K+$15.0K2026-10-01
Rosenberg Matthew Hamilton
DECREASED299318-19-6%$163.3K$164.9K+$1.6K2026-10-05
Gen-Wealth Partners Inc
DECREASED298361-63-17%$185.2K$164.6K-$20.6K2026-11-04
Activest Wealth Management
INCREASED279266+13+5%$136.5K$153.8K+$17.3K2026-10-15
Hager Investment Management Services, LLC
UNCHANGED27027000%$138.7K$148.9K+$10.2K2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED262531-269-51%$272.8K$144.6K-$128.2K2026-11-04
Valley Wealth Managers, Inc.
UNCHANGED26226200%$134.6K$144.5K+$9.9K2026-10-09
Princeton Global Asset Management LLC
UNCHANGED26226200%$134.5K$144.4K+$9.9K2026-10-21
Rachor Investment Advisory Services, LLC
DECREASED260261-10%$134.0K$143.4K+$9.4K2026-10-29
Tounjian Advisory Partners, LLC
DECREASED258281-23-8%$144.5K$142.5K-$2.0K2026-11-04
Brown Shipley& Co Ltd
DECREASED257406-149-37%$208.5K$141.7K-$66.8K2026-10-09
Towne Trust Company, N.a
UNCHANGED25725700%$132.0K$141.7K+$9.7K2026-10-28
Balance Wealth Partners LLC
NEW254—+254——$140.3K—2026-10-27
Avion Wealth
INCREASED254223+31+14%$114.0K$140-$113.9K2026-11-04
Chapman Financial Group, LLC
UNCHANGED25325300%$130.0K$139.6K+$9.6K2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED24624600%$126.6K$135.9K+$9.3K2026-10-16
High Point Wealth Management, LLC
UNCHANGED23723700%$121.8K$130.8K+$9.0K2026-11-05
Ashurst Perkins Coie Trust Co
INCREASED236210+26+12%$107.9K$130.1K+$22.3K2026-10-15
Creative Financial Designs Inc
DECREASED235419-184-44%$215.4K$129.9K-$85.5K2026-11-04
Country Trust Bank
DECREASED223243-20-8%$124.8K$123.0K-$1.8K2026-10-30
Bank of New Hampshire
DECREASED210233-23-10%$119.7K$115.8K-$3.9K2026-10-06
Davis Capital Management
INCREASED210209+1+0%$107.3K$115.8K+$8.5K2026-10-08
Legacies Wealth LLC
UNCHANGED21021000%$107.9K$115.8K+$8.0K2026-11-02
Godsey & Gibb, Inc
INCREASED207200+7+4%$102.7K$114.2K+$11.4K2026-10-14
Entrust Financial LLC
INCREASED206202+4+2%$103.8K$113.6K+$9.9K2026-11-04
Dorato Capital Management
UNCHANGED20020000%$105.3K$114.0K+$8.7K2026-10-08
Adkins Seale Capital Management LLC
UNCHANGED19619600%$100.7K$108.1K+$7.4K2026-10-27
Smallwood Wealth Investment Management, LLC
INCREASED195184+11+6%$94.9K$108.0K+$13.1K2026-10-30
Nexus Investment Management ULC
UNCHANGED19519500%$100.2K$107.5K+$7.4K2026-10-27
NBH Bank
DECREASED192200-8-4%$102.7K$105.9K+$3.2K2026-11-05
MTM Investment Management, LLC
UNCHANGED19019000%$97.6K$104.8K+$7.2K2026-10-30
First Pacific Financial
INCREASED18732+155+484%$16.4K$103.1K+$86.7K2026-10-14
Compound Global Advisors, LLC
INCREASED180150+30+20%$77.0K$99.3K+$22.2K2026-10-20
PFS Partners, LLC
UNCHANGED17917900%$91.9K$98.7K+$6.8K2026-10-21
Retirement Wealth Solutions LLC
INCREASED177161+16+10%$82.6K$97.6K+$14.9K2026-10-07
Ares Financial Consulting, LLC
INCREASED175156+19+12%$80.3K$96.7K+$16.4K2026-10-19
Glass Jacobson Investment Advisors llc
DECREASED173175-2-1%$89.9K$95.4K+$5.5K2026-10-26
Breakwater Investment Management
INCREASED171163+8+5%$83.7K$94.3K+$10.6K2026-10-20
Bangor Savings Bank
UNCHANGED16716700%$85.8K$92.1K+$6.3K2026-10-06
Horizon Financial Services, LLC
DECREASED166175-9-5%$89.9K$91.5K+$1.7K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED160128+32+25%$65.7K$88.3K+$22.6K2026-11-02
Hughes Financial Services, LLC
INCREASED158114+44+39%$58.6K$100.4K+$41.9K2026-10-30
Paladin Partners, LLC
UNCHANGED15015000%$77.0K$82.7K+$5.7K2026-10-06
USA Financial Formulas
NEW149—+149——$82.2K—2026-10-16
Valued Wealth Advisors LLC
INCREASED147118+29+25%$60.7K$81.1K+$20.5K2026-11-05
Sfam, LLC
UNCHANGED13613600%$69.9K$75.0K+$5.2K2026-11-03
Main Street Group, LTD
UNCHANGED13613600%$69.7K$74.8K+$5.1K2026-10-28
North Point Portfolio Managers Corp
NEW135—+135——$74.4K—2026-10-07
Financial Freedom, LLC
NEW133—+133——$73.4K—2026-11-06
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED13213200%$68.0K$73-$67.9K2026-10-14
StrongBox Wealth, LLC
INCREASED129128+1+1%$65.7K$71.1K+$5.4K2026-11-02
Acumen Wealth Advisors, LLC
INCREASED128105+23+22%$53.9K$70.6K+$16.7K2026-11-05
Winthrop Capital Management, LLC
UNCHANGED12812800%$66.0K$70.6K+$4.6K2026-11-05
Mascoma Wealth Management LLC
UNCHANGED12812800%$65.7K$70.6K+$4.8K2026-10-23
Steph & Co
INCREASED127116+11+9%$59.6K$70.0K+$10.5K2026-10-07
Downshift Financial, LLC
INCREASED126121+5+4%$62.3K$69.6K+$7.4K2026-10-13
Essential Partners LLC
UNCHANGED12512500%$64.2K$68.9K+$4.7K2026-10-14
Peck Wealth Management, LLC
UNCHANGED12512500%$64.2K$68.9K+$4.7K2026-10-29
Signature Resources Capital Management, LLC
INCREASED12157+64+112%$29.3K$66.7K+$37.4K2026-10-16
Advocate Investing Services LLC
UNCHANGED11811800%$60.6K$65.1K+$4.5K2026-10-26
True Wealth Design, LLC
INCREASED11573+42+58%$37.5K$63.4K+$25.9K2026-10-13
Bare Financial Services, Inc
INCREASED114104+10+10%$53.4K$62.9K+$9.5K2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED11389+24+27%$45.7K$62.3K+$16.6K2026-11-03
Marquette Asset Management, LLC
INCREASED113100+13+13%$51.4K$62.3K+$11.0K2026-10-09
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED111129-18-14%$66.3K$61.2K-$5.0K2026-11-06
Triumph Capital Management
INCREASED106101+5+5%$51.9K$58.5K+$6.6K2026-10-14
Tradewinds Capital Management, LLC
INCREASED10479+25+32%$40.7K$57.4K+$16.7K2026-10-23
GK Wealth Management LLC
NEW103—+103——$56.4K—2026-10-09
FNY Investment Advisers, LLC
DECREASED103115-12-10%$59$56-$32026-10-16
Curat Global, LLC
UNCHANGED10010000%$51.4K$55.1K+$3.8K2026-10-26
Jcic Asset Management Inc.
UNCHANGED10010000%$50.0K$55.1K+$5.2K2026-10-30
Ulland Investment Advisors, LLC
UNCHANGED989800%$50$54+$42026-10-13
Torren Management, LLC
INCREASED9454+40+74%$27.8K$51.9K+$24.1K2026-10-29
Clark Wealth Partners
INCREASED9382+11+13%$42.1K$51.3K+$9.2K2026-10-19
Aspect Partners, LLC
UNCHANGED929200%$47.3K$50.7K+$3.5K2026-10-20
Markowski Investments
UNCHANGED898900%$45.5K$48.9K+$3.4K2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED878700%$44.7K$48.0K+$3.3K2026-10-15
Coston, McIsaac & Partners
UNCHANGED828200%$42.0K$45.4K+$3.4K2026-11-06
Roxbury Financial LLC
UNCHANGED797900%$40.4K$43.4K+$3.0K2026-10-01
United Financial Planning Group LLC
UNCHANGED787800%$40.1K$43.0K+$3.0K2026-11-04
Kozak & Associates, Inc.
UNCHANGED787800%$40.5K$47.4K+$6.9K2026-10-29
Sima Wealth Partners, LLC
UNCHANGED757500%$38.5K$41.4K+$2.8K2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED747400%$38.0K$40.8K+$2.8K2026-10-23
IMG Wealth Management, Inc.
INCREASED7346+27+59%$23.6K$40.3K+$16.6K2026-10-27
Gleason Group, Inc.
UNCHANGED737300%$37.5K$40.3K+$2.8K2026-10-15
First Community Trust NA
UNCHANGED727200%$37.0K$39.7K+$2.7K2026-10-07
CKW Financial Group
DECREASED71111-40-36%$58$39-$192026-10-29
Sunrise Financial Services, LLC
UNCHANGED717100%$36.5K$39.2K+$2.7K2026-10-21
Burk Holdings LLC
INCREASED6833+35+106%$16.9K$37.5K+$20.6K2026-11-05
Evolution Wealth Management Inc.
DECREASED67193-126-65%$99.0K$36.8K-$62.1K2026-10-28
Mcdonald Partners LLC
DECREASED6787-20-23%$44.7K$36.9K-$7.7K2026-11-03
Monetary Solutions, Ltd
INCREASED6665+1+2%$33.4K$36.4K+$3.0K2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED666600%$33.9K$36.4K+$2.5K2026-10-16
KFG LLC
NEW65—+65——$35.8K—2026-11-02
Navigoe, LLC
INCREASED6461+3+5%$31$35+$42026-11-04
TrustBank
INCREASED6354+9+17%$27.7K$34.7K+$7.0K2026-10-20
Cornerstone National Bank & Trust Co
UNCHANGED595900%$30.8K$32.5K+$1.6K2026-10-20
Next Level Wealth Planning, LLC
NEW57—+57——$31.4K—2026-10-29
RMG Wealth Management LLC
UNCHANGED575700%$31.9K$36.0K+$4.1K2026-10-26
Halbert Hargrove Global Advisors, LLC
DECREASED54139-85-61%$71.5K$29.8K-$41.8K2026-10-16
Planning Strategies Inc.
INCREASED5444+10+23%$22.6K$29.8K+$7.2K2026-10-02
Robbins Farley
UNCHANGED545400%$27.7K$29.8K+$2.0K2026-10-21
Hyposwiss Advisors SA
UNCHANGED505000%$25.7K$27.6K+$1.9K2026-10-26
Bear Mountain Capital, Inc.
UNCHANGED505000%$26.9K$30.9K+$4.0K2026-11-04
DecisionPoint Financial, LLC
INCREASED4843+5+12%$22.5K$26.4K+$3.9K2026-10-27
Redwood Park Advisors LLC
INCREASED4515+30+200%$7.7K$24.9K+$17.1K2026-11-02
Cdkv Holdings LLC
UNCHANGED454500%$23.1K$24.8K+$1.7K2026-10-28
Maseco LLP
INCREASED4326+17+65%$13.3K$23.7K+$10.4K2026-10-27
Trifecta Capital Advisors, LLC
DECREASED4353-10-19%$27.2K$23.7K-$3.5K2026-10-21
Pacific Center for Financial Services
UNCHANGED434300%$22.1K$23.7K+$1.6K2026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED424200%$21.6K$23.2K+$1.6K2026-10-15
Align Financial, LLC
INCREASED3831+7+23%$15.9K$21.0K+$5.0K2026-10-16
American Capital Advisory, LLC
DECREASED3742-5-12%$21.6K$20.4K-$1.2K2026-10-28
Carolina Wealth Advisors, LLC
UNCHANGED373700%$19.0K$20.4K+$1.4K2026-10-23
Foresight Capital Management Advisors, Inc.
NEW36—+36——$19.9K—2026-10-27
MJT & Associates Financial Advisory Group, Inc.
DECREASED3444-10-23%$22.6K$18.8K-$3.8K2026-10-07
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED333300%$16.9K$18.2K+$1.3K2026-10-14
Gilpin Wealth Management, LLC
INCREASED3214+18+129%$7.2K$17.6K+$10.5K2026-10-09
Baer Investment Advisory LLC
NEW30—+30——$16.5K—2026-10-13
Wealth Analytics Partners, LLC
NEW30—+30——$16.5K—2026-10-19
Moisand Fitzgerald Tamayo, LLC
DECREASED2843-15-35%$22.1K$15.4K-$6.6K2026-10-15
Kingdom Financial Group Llc.
UNCHANGED282800%$14.4K$15.5K+$1.1K2026-11-04
Tsfg, LLC
UNCHANGED262600%$13$14+$12026-10-23
Polaris Financial Partners
NEW25—+25——$14—2026-10-02
Investors Research Corp
DECREASED2541-16-39%$21.1K$13.8K-$7.3K2026-10-07
New England Capital Financial Advisors LLC
UNCHANGED242400%$12.3K$13.2K+$9092026-11-03
Morton Brown Family Wealth, LLC
INCREASED2314+9+64%$7.2K$12.7K+$5.5K2026-10-23
IFS Advisors, LLC
NEW20—+20——$11.0K—2026-10-14
Luken Investment Analytics, LLC
UNCHANGED191900%$9.8K$10.5K+$7202026-11-06
McCarley & Cook Financial Planners
UNCHANGED191900%$9.8K$10.5K+$7202026-10-21
Quaker Wealth Management, LLC
INCREASED1815+3+20%$7.7K$9.9K+$2.2K2026-10-22
Prudent Man Investment Management, Inc.
NEW17—+17——$9.4K—2026-11-03
Key Capital Management, Inc
INCREASED1711+6+55%$5.7K$9.4K+$3.7K2026-11-03
Richardson Capital Management LLC
UNCHANGED171700%$8.7K$9.4K+$6442026-10-23
PayPay Securities Corp
UNCHANGED171700%$8.7K$9.4K+$6442026-10-27
Clayton Financial Group LLC
NEW15—+15——$8.3K—2026-10-13
Three Bridge Wealth Advisors, LLC
NEW15—+15——$8.3K—2026-11-05
SRH Advisors, LLC
UNCHANGED151500%$7.8K$8.4K+$5862026-10-22
Cranbrook Wealth Management, LLC
NEW10—+10——$5.5K—2026-10-28
IAG Wealth Partners, LLC
UNCHANGED101000%$5.1K$5.5K+$3792026-11-06
Access Investment Management LLC
UNCHANGED101000%$5.1K$5.5K+$3792026-10-23
Fairway Wealth LLC
UNCHANGED9900%$4.6K$5.0K+$3412026-10-30
Transce3nd, LLC
NEW8—+8——$5.0K—2026-10-26
Burkett Financial Services, LLC
DECREASED859-51-86%$30.5K$4.4K-$26.1K2026-10-01
Phillip James Consulting Co.
UNCHANGED7700%$3.6K$3.9K+$2652026-11-03
Nvest Wealth Strategies, Inc.
NEW6—+6——$3.3K—2026-10-14
Fiduciary Advisors, Inc.
NEW6—+6——$3.3K—2026-10-16
Lloyd Advisory Services, Llc.
UNCHANGED6600%$3.1K$3.3K+$2182026-11-02
Point Nemo Capital, LLC
UNCHANGED6600%$3.1K$3.3K+$2272026-11-03
Bernzott Capital Advisors
NEW5—+5——$2.8K—2026-10-29
POM Investment Strategies, LLC
DECREASED58-3-37%$4.1K$2.8K-$1.4K2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
DECREASED410-6-60%$5.1K$2.2K-$2.9K2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED42+2+100%$1.0K$2.2K+$1.2K2026-10-29
NorthAvenue LLC
UNCHANGED4400%$2.1K$2.2K+$1512026-10-29
Aventus Investment Advisors, Inc.
NEW3—+3——$1.7K—2026-10-09
Team Financial Group, LLC
NEW3—+3——$1.7K—2026-10-30
3 Factor Indexing, LLC
UNCHANGED3300%$1.5K$1.7K+$1142026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED3300%$1.5K$1.7K+$1142026-10-15
Contravisory Investment Management, Inc.
UNCHANGED3300%$1.5K$1.7K+$1132026-10-13
John Boyer, Inc.
NEW2—+2——$1.1K—2026-10-27
Montgomery Financial Services LLC
UNCHANGED2200%$1.0K$1.1K+$762026-11-03
Networth Advisors, LLC
UNCHANGED2200%$1.0K$1.1K+$782026-11-03
Wellington Shields Capital Management, LLC
CLOSED028,837-28,837-100%$14.8M$0-$14.8M2026-11-03
Kapitalo Investimentos Ltda
CLOSED024,937-24,937-100%$12.8M$0-$12.8M2026-10-20
Algebris (UK) LTD
CLOSED023,816-23,816-100%$12.2M$0-$12.2M2026-11-06
SeaTown Holdings Pte. Ltd.
CLOSED022,700-22,700-100%$11.7M$0-$11.7M2026-10-07
Y-Intercept (Hong Kong) Ltd
CLOSED015,202-15,202-100%$7.8M$0-$7.8M2026-10-16
Yarbrough Capital, LLC
CLOSED013,720-13,720-100%$7.0M$0-$7.0M2026-10-19
Machina Capital S.A.S.
CLOSED07,467-7,467-100%$3.8M$0-$3.8M2026-11-05
Leonteq Securities AG
CLOSED05,593-5,593-100%$2.9M$0-$2.9M2026-10-29
Bochk Asset Management Ltd
CLOSED03,900-3,900-100%$2.0M$0-$2.0M2026-10-29
Lecap Asset Management LTD
CLOSED03,212-3,212-100%$1.6M$0-$1.6M2026-10-27
Vestor Capital, LLC
CLOSED02,958-2,958-100%$756$0-$7562026-11-04
Legal Advantage Investments, Inc.
CLOSED02,446-2,446-100%$1.3M$0-$1.3M2026-10-13
Provident Trust Co
CLOSED02,380-2,380-100%$1.2M$0-$1.2M2026-10-29
Arbor Capital Management Inc
CLOSED02,113-2,113-100%$1.1M$0-$1.1M2026-10-21
Newport Capital Group, LLC
CLOSED01,428-1,428-100%$733.4K$0-$733.4K2026-10-16
Tuttle Capital Management, LLC
CLOSED01,349-1,349-100%$692.8K$0-$692.8K2026-10-21
Wellington Shields & Co., LLC
CLOSED01,301-1,301-100%$668.2K$0-$668.2K2026-11-03
Overbrook Management Corp
CLOSED01,282-1,282-100%$658.4K$0-$658.4K2026-10-08
Johnson Financial Group, LLC
CLOSED0998-998-100%$512.6K$0-$512.6K2026-11-03
Power Wealth Management LLC
CLOSED0851-851-100%$437.1K$0-$437.1K2026-10-27
4Wealth Advisors, Inc.
CLOSED0834-834-100%$425.0K$0-$425.0K2026-10-13
Almanack Investment Partners, Llc.
CLOSED0828-828-100%$425.3K$0-$425.3K2026-11-03
Pullen Investment Management, LLC
CLOSED0814-814-100%$418.1K$0-$418.1K2026-10-23
McElhenny Sheffield Capital Management, LLC
CLOSED0725-725-100%$372.4K$0-$372.4K2026-11-06
Sage Mountain Advisors LLC
CLOSED0641-641-100%$329.5K$0-$329.5K2026-11-02
Emerald Advisors, LLC
CLOSED0526-526-100%$270.0K$0-$270.0K2026-10-13
Hofer & Associates. Inc
CLOSED0517-517-100%$265.3K$0-$265.3K2026-10-13
CogentBlue Wealth Advisors, LLC
CLOSED0517-517-100%$265.5K$0-$265.5K2026-10-09
Provident Wealth Management, LLC
CLOSED0509-509-100%$261.4K$0-$261.4K2026-10-20
Portfolio Strategies, Inc.
CLOSED0509-509-100%$261.2K$0-$261.2K2026-11-06
National Wealth Management Group, LLC
CLOSED0490-490-100%$251.7K$0-$251.7K2026-10-26
TCP Asset Management, LLC
CLOSED0479-479-100%$246.0K$0-$246.0K2026-10-14
MQS Management LLC
CLOSED0468-468-100%$240.4K$0-$240.4K2026-11-06
PUREfi Wealth, LLC
CLOSED0467-467-100%$239.9K$0-$239.9K2026-10-19
Meridian Investment Counsel Inc.
CLOSED0452-452-100%$232.1K$0-$232.1K2026-10-14
Wagner Wealth Management, Corp
CLOSED0451-451-100%$231.6K$0-$231.6K2026-10-20
Zega Investments, LLC
CLOSED0449-449-100%$230.5K$0-$230.5K2026-11-04
Patriot Investment Management Group, Inc.
CLOSED0437-437-100%$224.4K$0-$224.4K2026-10-15
Northern Lights Advisors, Inc.
CLOSED0434-434-100%$223.0K$0-$223.0K2026-10-21
World Equity Group, Inc.
CLOSED0430-430-100%$220.9K$0-$220.9K2026-10-14
Teza Capital Management LLC
CLOSED0427-427-100%$219.3K$0-$219.3K2026-10-23
One Degree Advisors Inc
CLOSED0413-413-100%$215$0-$2152026-11-06
Equity Wealth Partners, LLC
CLOSED0403-403-100%$206.9K$0-$206.9K2026-10-26
B.O.S.S. Retirement Advisors, LLC
CLOSED0400-400-100%$205.5K$0-$205.5K2026-10-26
One Day In July LLC
CLOSED0398-398-100%$204.4K$0-$204.4K2026-10-30
Teamwork Financial Advisors, LLC
CLOSED0398-398-100%$204.3K$0-$204.3K2026-10-19
Fulcrum Equity Management
CLOSED0396-396-100%$203.4K$0-$203.4K2026-10-21
J. Team Financial, Inc.
CLOSED0389-389-100%$200.0K$0-$200.0K2026-11-03
Bullseye Investment Management, LLC
CLOSED0340-340-100%$174.6K$0-$174.6K2026-10-29
One River Asset Management, LLC
CLOSED0235-235-100%$120.7K$0-$120.7K2026-10-21
Merrithew & Thorsten Inc
CLOSED0216-216-100%$111.0K$0-$111.0K2026-11-06
Paradigm Asset Management Co LLC
CLOSED0214-214-100%$109.9K$0-$109.9K2026-11-05
Bayforest Capital Ltd
CLOSED0173-173-100%$88.9K$0-$88.9K2026-11-03
Evolution Advisers, Inc.
CLOSED0102-102-100%$52.0K$0-$52.0K2026-11-06
Robinswood Financial LLC
CLOSED050-50-100%$25.8K$0-$25.8K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED038-38-100%$19.7K$0-$19.7K2026-10-26
Whipplewood Advisors, LLC
CLOSED031-31-100%$15.9K$0-$15.9K2026-10-20
Strategic Wealth Advisors LLC
CLOSED026-26-100%$14$0-$142026-11-06
Peterson Wealth Services
CLOSED07-7-100%$3.6K$0-$3.6K2026-10-26
Horrell Capital Management, Inc.
CLOSED02-2-100%$1.0K$0-$1.0K2026-10-08
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Illumine Investment Management, LLC
UNCHANGED000—$463.3K$497.4K+$34.2K2026-10-22
BlackRock, Inc.
N/A—66,393,565-66,393,565-100%$34.1B———
Vanguard Capital Management LLC
N/A—52,122,015-52,122,015-100%$26.8B———
State Street Corp
N/A—36,964,305-36,964,305-100%$19.0B———
JPMorgan Chase & Co
N/A—28,228,027-28,228,027-100%$14.4B———
FMR LLC
N/A—23,843,483-23,843,483-100%$12.2B———
Vanguard Portfolio Management LLC
N/A—19,163,628-19,163,628-100%$9.8B———
Price T Rowe Associates Inc
N/A—18,527,027-18,527,027-100%$9.5B———
Morgan Stanley
N/A—15,001,503-15,001,503-100%$7.7B———
Wellington Management Group LLP
N/A—12,698,735-12,698,735-100%$6.5B———
Norges Bank
N/A—11,753,770-11,753,770-100%$6.0B———
Capital Research Global Investors
N/A—11,626,317-11,626,317-100%$6.0B———
Capital International Investors
N/A—10,973,547-10,973,547-100%$5.6B———
Northern Trust Corp
N/A—8,508,557-8,508,557-100%$4.4B———
Goldman Sachs Group Inc
N/A—7,648,863-7,648,863-100%$3.9B———
Nuveen, LLC
N/A—6,994,342-6,994,342-100%$3.6B———
UBS Asset Management Americas LLC
N/A—6,987,990-6,987,990-100%$3.6B———
Charles Schwab Investment Management Inc
N/A—6,408,865-6,408,865-100%$3.3B———
Invesco Ltd.
N/A—5,785,227-5,785,227-100%$3.0B———
Legal & General Group Plc
N/A—5,625,910-5,625,910-100%$2.9B———
Massachusetts Financial Services Co
N/A—5,375,808-5,375,808-100%$2.8B———
Franklin Resources Inc
N/A—5,212,956-5,212,956-100%$2.7B———
Ameriprise Financial Inc
N/A—5,038,961-5,038,961-100%$2.6B———
Jennison Associates LLC
N/A—4,995,027-4,995,027-100%$2.6B———
Bank of America Corp
N/A—4,827,969-4,827,969-100%$2.5B———
American Century Companies Inc
N/A—4,713,938-4,713,938-100%$2.4B———
Vanguard Fiduciary Trust Co
N/A—4,622,826-4,622,826-100%$2.4B———
Royal Bank of Canada
N/A—4,544,017-4,544,017-100%$2.3B———
Wells Fargo & Company
N/A—4,358,377-4,358,377-100%$2.2B———
Arrowstreet Capital, Limited Partnership
N/A—4,236,451-4,236,451-100%$2.2B———
Jupiter Topco LLC
N/A—3,981,858-3,981,858-100%$2.0B———
UBS Group AG
N/A—3,730,940-3,730,940-100%$1.9B———
Brown Advisory Inc
N/A—3,442,644-3,442,644-100%$1.8B———
T. Rowe Price Investment Management, Inc.
N/A—3,439,240-3,439,240-100%$1.8B———
Capital World Investors
N/A—3,363,984-3,363,984-100%$1.7B———
Canada Pension Plan Investment Board
N/A—2,761,793-2,761,793-100%$1.4B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—2,740,643-2,740,643-100%$1.4B———
Eagle Capital Management LLC
N/A—2,682,370-2,682,370-100%$1.4B———
Soroban Capital Partners LP
N/A—2,512,516-2,512,516-100%$1.3B———
Swiss National Bank
N/A—2,309,500-2,309,500-100%$1.2B———
Pershing Square Inc.
N/A—2,124,646-2,124,646-100%$1.1B———
Schroder Investment Management Group
N/A—2,121,797-2,121,797-100%$1.1B———
Bank of Montreal
N/A—2,117,873-2,117,873-100%$1.1B———
Nordea Investment Management AB
N/A—2,064,271-2,064,271-100%$1.1B———
Akre Capital Management LLC
N/A—1,989,906-1,989,906-100%$1.0B———
D. E. Shaw & Co., Inc.
N/A—1,987,325-1,987,325-100%$1.0B———
Alliancebernstein L.P.
N/A—1,949,875-1,949,875-100%$974.3M———
California Public Employees Retirement System
N/A—1,947,201-1,947,201-100%$1.0B———
DnB Asset Management AS
N/A—1,923,485-1,923,485-100%$987.9M———
Two Sigma Investments, LP
N/A—1,841,139-1,841,139-100%$945.6M———
Envestnet Asset Management Inc
N/A—1,834,080-1,834,080-100%$942.0M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,818,743-1,818,743-100%$934.1M———
Vanguard Global Advisers, LLC
N/A—1,740,710-1,740,710-100%$894.0M———
National Pension Service
N/A—1,727,014-1,727,014-100%$887.0M———
Baillie Gifford & Co
N/A—1,726,830-1,726,830-100%$886.9M———
Ensign Peak Advisors, Inc
N/A—1,695,036-1,695,036-100%$870.6M———
HSBC Holdings PLC
N/A—1,656,528-1,656,528-100%$850.0M———
Vanguard Asset Management, Ltd
N/A—1,574,020-1,574,020-100%$808.4M———
FIL Ltd
N/A—1,524,524-1,524,524-100%$783.0M———
Gardner Russo & Quinn LLC
N/A—1,522,395-1,522,395-100%$781.9M———
Rhumbline Advisers
N/A—1,504,261-1,504,261-100%$772.6M———
Citadel Advisors LLC
N/A—1,467,770-1,467,770-100%$753.8M———
Raymond James Financial Inc
N/A—1,450,084-1,450,084-100%$744.8M———
Neuberger Berman Group LLC
N/A—1,314,796-1,314,796-100%$675.1M———
CIBC Bancorp USA Inc.
N/A—1,274,020-1,274,020-100%$654.7M———
Caisse de Depot ET Placement DU Quebec
N/A—1,268,801-1,268,801-100%$651.7M———
APG Asset Management N.V.
N/A—1,254,871-1,254,871-100%$563.7M———
Fundsmith LLP
N/A—1,245,051-1,245,051-100%$639.5M———
California State Teachers Retirement System
N/A—1,241,173-1,241,173-100%$637.5M———
Fayez Sarofim & Co
N/A—1,202,173-1,202,173-100%$617.4M———
Victory Capital Management Inc
N/A—1,177,116-1,177,116-100%$604.6M———
Allianz Asset Management GmbH
N/A—1,176,597-1,176,597-100%$604.3M———
Polen Capital Management LLC
N/A—1,141,958-1,141,958-100%$586.5M———
BNP Paribas Financial Markets
N/A—1,104,218-1,104,218-100%$567.1M———
BNP Paribas Asset Management Holding S.A.
N/A—1,097,542-1,097,542-100%$563.7M———
First Trust Advisors LP
N/A—1,096,922-1,096,922-100%$563.4M———
ING Groep NV
N/A—1,074,752-1,074,752-100%$552.0M———
Valley Forge Capital Management, LP
N/A—1,065,934-1,065,934-100%$547.5M———
AQR Capital Management LLC
N/A—974,099-974,099-100%$498.4M———
SEI Investments Co
N/A—969,206-969,206-100%$497.8M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—964,834-964,834-100%$494.2M———
CI Investments Inc.
N/A—946,291-946,291-100%$486.0M———
Canada Life Assurance Co
N/A—929,849-929,849-100%$476.7M———
Credit Agricole S A
N/A—922,955-922,955-100%$474.0M———
1832 Asset Management L.P.
N/A—921,021-921,021-100%$473.0M———
Man Group plc
N/A—916,619-916,619-100%$470.8M———
National Bank of Canada
N/A—880,967-880,967-100%$452.4M———
Prudential Financial Inc
N/A—874,329-874,329-100%$449.1M———
New York State Common Retirement Fund
N/A—868,544-868,544-100%$446.1M———
Natixis Advisors, LLC
N/A—842,646-842,646-100%$432.8M———
Blair William & Co
N/A—842,350-842,350-100%$432.6M———
Menora Mivtachim Holdings Ltd.
N/A—829,660-829,660-100%$426.1M———
TD Asset Management Inc
N/A—797,672-797,672-100%$409.7M———
Qube Research & Technologies Ltd
N/A—781,907-781,907-100%$401.6M———
Alkeon Capital Management LLC
N/A—778,465-778,465-100%$399.8M———
Millennium Management LLC
N/A—776,247-776,247-100%$398.7M———
Nomura Asset Management International Inc.
N/A—773,178-773,178-100%$397.1M———
Altarock Partners LP
N/A—764,507-764,507-100%$392.7M———
Storebrand Asset Management AS
N/A—757,909-757,909-100%$389.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—751,833-751,833-100%$386.1M———
Voya Investment Management LLC
N/A—732,794-732,794-100%$376.4M———
Carmignac Gestion
N/A—732,598-732,598-100%$376.2M———
Loomis Sayles & Co L P
N/A—726,071-726,071-100%$372.9M———
Nomura Asset Management Co LTD
N/A—725,879-725,879-100%$372.8M———
Winslow Capital Management, LLC
N/A—719,495-719,495-100%$369.5M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—717,500-717,500-100%$368.5M———
Aviva PLC
N/A—716,627-716,627-100%$368.1M———
Adage Capital Partners GP, L.L.C.
N/A—709,610-709,610-100%$364.5M———
Brown Brothers Harriman & Co
N/A—703,262-703,262-100%$361.2M———
Employees Provident Fund Board
N/A—691,354-691,354-100%$355.1M———
State Board of Administration of Florida Retirement System
N/A—687,304-687,304-100%$353.0M———
Primecap Management Co
N/A—654,691-654,691-100%$336.2M———
Stifel Financial Corp
N/A—645,484-645,484-100%$331.6M———
Captrust Financial Advisors
N/A—640,793-640,793-100%$329.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—634,858-634,858-100%$326.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—632,513-632,513-100%$324.9M———
Mariner, LLC
N/A—631,340-631,340-100%$324.2M———
Focus Partners Wealth
N/A—628,324-628,324-100%$322.7M———
Marshfield Associates
N/A—572,290-572,290-100%$293.9M———
Jones Financial Companies Lllp
N/A—565,708-565,708-100%$282.3M———
Quantinno Capital Management LP
N/A—555,803-555,803-100%$285.5M———
CIBC World Market Inc.
N/A—555,097-555,097-100%$285.1M———
Panagora Asset Management Inc
N/A—544,995-544,995-100%$279.9M———
Haverford Trust Co
N/A—540,574-540,574-100%$277.6M———
Baird Financial Group, Inc.
N/A—528,506-528,506-100%$271.4M———
Manufacturers Life Insurance Company, the
N/A—524,516-524,516-100%$269.4M———
Navera Investment Management Ltd.
N/A—516,812-516,812-100%$265.4M———
Capitolis Liquid Global Markets LLC
N/A—511,519-511,519-100%$262.7M———
Handelsbanken Fonder AB
N/A—510,758-510,758-100%$262.3K———
Acadian Asset Management LLC
N/A—510,366-510,366-100%$262.1M———
Vulcan Value Partners, LLC
N/A—502,961-502,961-100%$258.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—501,306-501,306-100%$257.5M———
Danske Bank A/S
N/A—498,109-498,109-100%$255.8M———
Public Employees Retirement Association of Colorado
N/A—497,975-497,975-100%$255.8M———
HighTower Advisors, LLC
N/A—491,676-491,676-100%$252.5M———
Rathbones Group PLC
N/A—487,693-487,693-100%$250.5M———
BLS Capital Fondsmaeglerselskab A/S
N/A—484,457-484,457-100%$248.8M———
LGT Group Foundation
N/A—464,762-464,762-100%$238.7M———
Point72 Asset Management, L.P.
N/A—463,955-463,955-100%$238.3M———
Korea Investment Corp
N/A—462,447-462,447-100%$237.5M———
Public Employees Retirement System of Ohio
N/A—458,288-458,288-100%$235.4M———
State of Wisconsin Investment Board
N/A—445,731-445,731-100%$228.9M———
Manning & Napier Advisors LLC
N/A—443,116-443,116-100%$227.6M———
Empower Advisory Group, LLC
N/A—439,850-439,850-100%$225.9M———
Jane Street Group, LLC
N/A—431,525-431,525-100%$221.6M———
Tidal Investments LLC
N/A—429,465-429,465-100%$220.6M———
Atalan Capital Partners, LP
N/A—426,650-426,650-100%$219.1M———
Bank of Nova Scotia
N/A—425,878-425,878-100%$218.7M———
Public Sector Pension Investment Board
N/A—420,099-420,099-100%$215.8M———
Vanguard Investments Australia, Ltd.
N/A—417,423-417,423-100%$214.4M———
KLP Kapitalforvaltning AS
N/A—417,114-417,114-100%$214.2M———
Chevy Chase Trust Holdings, LLC
N/A—411,006-411,006-100%$211.1M———
Cerity Partners LLC
N/A—397,899-397,899-100%$204.4M———
Glenmede Trust Co NA
N/A—396,775-396,775-100%$203.8M———
Fundsmith Investment Services Ltd.
N/A—392,933-392,933-100%$201.8M———
Worldquant Millennium Advisors LLC
N/A—392,571-392,571-100%$201.6M———
Evercore Wealth Management, LLC
N/A—389,561-389,561-100%$200.1M———
Douglass Winthrop Advisors, LLC
N/A—389,555-389,555-100%$200.1M———
M&T Bank Corp
N/A—388,621-388,621-100%$199.6M———
Royal London Asset Management LTD
N/A—386,414-386,414-100%$198.5M———
Bridges Investment Management Inc
N/A—376,973-376,973-100%$193.6M———
Bristol John W & Co Inc
N/A—375,416-375,416-100%$192.8M———
Teacher Retirement System of Texas
N/A—373,334-373,334-100%$191.7M———
Toronto Dominion Bank
N/A—372,054-372,054-100%$191.1M———
Lazard Asset Management LLC
N/A—367,461-367,461-100%$188.7M———
Prana Capital Management, LP
N/A—356,318-356,318-100%$183.0M———
Jensen Investment Management Inc
N/A—347,714-347,714-100%$178.6M———
Chilton Investment Co Inc.
N/A—344,319-344,319-100%$176.8M———
Treasurer of the State of North Carolina
N/A—344,094-344,094-100%$176.7M———
Bartlett & Co. Wealth Management LLC
N/A—340,541-340,541-100%$174.9M———
Gabelli Funds LLC
N/A—330,198-330,198-100%$169.6M———
Stockbridge Partners LLC
N/A—319,922-319,922-100%$164.3M———
Impax Asset Management Group plc
N/A—317,661-317,661-100%$163.2M———
Park Presidio Capital LLC
N/A—316,409-316,409-100%$162.5M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—312,699-312,699-100%$160.6M———
Employees Retirement System of Texas
N/A—310,608-310,608-100%$159.5M———
Blue Sparrow, LLC
N/A—310,000-310,000-100%$159.2M———
Jupiter Asset Management LTD
N/A—309,250-309,250-100%$157.0M———
Munro Partners
N/A—308,934-308,934-100%$158.7M———
Findlay Park Partners LLP
N/A—307,650-307,650-100%$158.0M———
Johnson Investment Counsel Inc
N/A—293,347-293,347-100%$150.7M———
TCW Group Inc
N/A—291,753-291,753-100%$149.8M———
Railway Pension Investments Ltd
N/A—289,640-289,640-100%$148.8M———
Vinva Investment Management Ltd
N/A—285,907-285,907-100%$145.7M———
State of Tennessee, Department of Treasury
N/A—282,934-282,934-100%$145.3M———
Cetera Investment Advisers
N/A—277,929-277,929-100%$142.7M———
Capital International, Inc.
N/A—273,245-273,245-100%$140.3M———
Janney Montgomery Scott LLC
N/A—273,156-273,156-100%$140.3M———
Epoch Investment Partners, Inc.
N/A—267,218-267,218-100%$137.2M———
Tredje Ap-fonden
N/A—266,930-266,930-100%$137.1M———
Susquehanna Advisors Group, Inc.
N/A—265,000-265,000-100%$136.1M———
Northwestern Mutual Wealth Management Co
N/A—264,679-264,679-100%$135.9M———
Federation des caisses Desjardins du Quebec
N/A—262,412-262,412-100%$134.8M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—249,772-249,772-100%$128.3M———
DF Dent & Co Inc
N/A—246,504-246,504-100%$126.6M———
Resona Asset Management Co.,Ltd.
N/A—245,326-245,326-100%$125.8M———
Magellan Asset Management Ltd
N/A—236,678-236,678-100%$121.6M———
Rafferty Asset Management, LLC
N/A—235,048-235,048-100%$120.7M———
Liontrust Investment Partners LLP
N/A—232,762-232,762-100%$119.5M———
Omers Administration Corp
N/A—231,158-231,158-100%$118.7M———
HM Payson & Co
N/A—219,151-219,151-100%$112.6M———
Summitry LLC
N/A—217,969-217,969-100%$111.9M———
Susquehanna International Group, LLP
N/A—217,638-217,638-100%$111.8M———
MetLife Investment Management, LLC
N/A—216,339-216,339-100%$111.1M———
Camrose Capital Investment Partners LLP
N/A—212,521-212,521-100%$109.2M———
L1 Capital International Pty Ltd
N/A—208,150-208,150-100%$106.9M———
Vident Advisory, LLC
N/A—204,857-204,857-100%$105.2M———
Styrax Capital, LP
N/A—200,000-200,000-100%$102.7M———
AE Wealth Management LLC
N/A—194,342-194,342-100%$99.8M———
Osaic Holdings, Inc.
N/A—191,042-191,042-100%$98.2M———
AKO Capital LLP
N/A—189,941-189,941-100%$97.6M———
Rockefeller Capital Management L.P.
N/A—188,455-188,455-100%$96.8M———
SG Americas Securities, LLC
N/A—188,257-188,257-100%$96.7M———
Nissay Asset Management Corp N
N/A—187,006-187,006-100%$96.0M———
Bowie Capital Management, LLC
N/A—185,318-185,318-100%$95.2M———
Van Eck Associates Corp
N/A—177,434-177,434-100%$91.1M———
Woodline Partners LP
N/A—176,793-176,793-100%$90.8M———
Pathstone Holdings, LLC
N/A—176,316-176,316-100%$90.9M———
Commerce Bank
N/A—175,894-175,894-100%$90.3M———
Triple Frond Partners LLC
N/A—175,472-175,472-100%$90.1M———
MML Investors Services, LLC
N/A—174,903-174,903-100%$89.8M———
EFG International AG
N/A—172,105-172,105-100%$88.4M———
Engineers Gate Manager LP
N/A—171,347-171,347-100%$88.0M———
Danica Pension, Livsforsikringsaktieselskab
N/A—166,591-166,591-100%$85.6M———
O'shaughnessy Asset Management, LLC
N/A—161,838-161,838-100%$83.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—158,739-158,739-100%$81.4M———
Intermede Investment Partners Ltd
N/A—157,526-157,526-100%$89.4K———
YCG, LLC
N/A—155,897-155,897-100%$80.1M———
Blacksheep Fund Management Ltd
N/A—153,430-153,430-100%$78.8M———
LGT Capital Partners Ltd.
N/A—153,420-153,420-100%$78.8M———
Zurich Insurance Group Ltd
N/A—151,638-151,638-100%$77.9M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—150,789-150,789-100%$77.4M———
Varma Mutual Pension Insurance Co
N/A—150,008-150,008-100%$77.0M———
Balyasny Asset Management L.P.
N/A—147,249-147,249-100%$75.6M———
Mercer Global Advisors Inc
N/A—145,492-145,492-100%$74.7M———
Weitz Investment Management, Inc.
N/A—145,350-145,350-100%$74.7M———
NewEdge Wealth, LLC
N/A—145,120-145,120-100%$74.5M———
Teachers Retirement System of the State of Kentucky
N/A—144,697-144,697-100%$74.3M———
Scotia Capital Inc.
N/A—141,454-141,454-100%$72.7M———
Mediolanum International Funds Ltd
N/A—141,001-141,001-100%$71.9M———
AustralianSuper Pty Ltd
N/A—139,347-139,347-100%$71.6M———
BLI - Banque de Luxembourg Investments
N/A—138,834-138,834-100%$70.9M———
Ilmarinen Mutual Pension Insurance Co
N/A—138,011-138,011-100%$70.9M———
Voleon Capital Management LP
N/A—136,289-136,289-100%$70.0M———
Vanguard Personalized Indexing Management, LLC
N/A—136,170-136,170-100%$69.9M———
QRG Capital Management, Inc.
N/A—134,601-134,601-100%$69.1M———
Tudor Investment Corp ET AL
N/A—134,549-134,549-100%$69.1M———
Evelyn Partners Group Ltd
N/A—133,786-133,786-100%$68.7M———
USS Investment Management Ltd
N/A—131,942-131,942-100%$67.8M———
Susquehanna Fundamental Investments, LLC
N/A—131,606-131,606-100%$67.6M———
Groupe la Francaise
N/A—129,643-129,643-100%$66.6M———
Bradley Foster & Sargent Inc
N/A—129,385-129,385-100%$66.5M———
Marex Group Ltd
N/A—127,917-127,917-100%$65.7M———
Prudential PLC
N/A—125,438-125,438-100%$64.4M———
Clal Insurance Enterprises Holdings Ltd
N/A—125,042-125,042-100%$64.2M———
MAI Capital Management
N/A—123,715-123,715-100%$63.5M———
Thornburg Investment Management Inc
N/A—123,446-123,446-100%$63.4M———
Nomura Holdings Inc
N/A—122,871-122,871-100%$63.1M———
British Columbia Investment Management Corp
N/A—122,760-122,760-100%$63.0M———
Utah Retirement Systems
N/A—122,649-122,649-100%$63.0M———
Marshall Wace, LLP
N/A—121,391-121,391-100%$62.3M———
Police & Firemen's Retirement System of New Jersey
N/A—121,264-121,264-100%$62.3M———
Guggenheim Capital LLC
N/A—120,605-120,605-100%$61.9M———
Voloridge Investment Management, LLC
N/A—120,191-120,191-100%$61.7M———
Triodos Investment Management BV
N/A—118,464-118,464-100%$60.8M———
Andra Ap-fonden
N/A—117,889-117,889-100%$60.5M———
Bristol Gate Capital Partners Inc.
N/A—117,240-117,240-100%$60.2M———
Snyder Capital Management L P
N/A—116,827-116,827-100%$60.0M———
J. Stern & Co. LLP
N/A—116,106-116,106-100%$59.6M———
NewEdge Advisors, LLC
N/A—115,937-115,937-100%$59.5M———
Trajan Wealth LLC
N/A—115,794-115,794-100%$59.5M———
Trillium Asset Management, LLC
N/A—114,606-114,606-100%$58.9M———
Benjamin Edwards Inc
N/A—111,091-111,091-100%$57.1M———
Oakmont Corp
N/A—110,708-110,708-100%$56.9M———
Lakewood Capital Management, LP
N/A—109,454-109,454-100%$56.2M———
Advisors Asset Management, Inc.
N/A—109,136-109,136-100%$56.1M———
Destination Wealth Management
N/A—108,654-108,654-100%$55.8M———
Cresset Asset Management, LLC
N/A—108,224-108,224-100%$55.6M———
Macquarie Group LTD
N/A—107,890-107,890-100%$55.4M———
Capital International Sarl
N/A—107,548-107,548-100%$55.2M———
Wealthfront Advisers LLC
N/A—107,159-107,159-100%$55.0M———
Pinebridge Investments LLC
N/A—104,464-104,464-100%$53.7M———
Banco Santander, S.A.
N/A—103,682-103,682-100%$53.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—102,512-102,512-100%$52.6M———
Empowered Funds, LLC
N/A—102,335-102,335-100%$52.6M———
Davis Asset Management, L.P.
N/A—102,000-102,000-100%$52.4M———
Lord, Abbett & Co. LLC
N/A—101,226-101,226-100%$52.0M———
Harris Associates L P
N/A—100,993-100,993-100%$51.9M———
Erste Asset Management GmbH
N/A—100,223-100,223-100%$50.9M———
Freestone Grove Partners LP
N/A—97,560-97,560-100%$50.1M———
Port Capital LLC
N/A—97,535-97,535-100%$50.1M———
First Manhattan Co. Llc.
N/A—97,516-97,516-100%$50.1M———
Canada Post Corp Registered Pension Plan
N/A—97,070-97,070-100%$49.9M———
Beck Mack & Oliver LLC
N/A—96,545-96,545-100%$49.6M———
EP Wealth Advisors, LLC
N/A—96,354-96,354-100%$49.5M———
&partners
N/A—94,251-94,251-100%$48.6M———
Hardman Johnston Global Advisors LLC
N/A—94,184-94,184-100%$48.4M———
Atreides Management, LP
N/A—93,629-93,629-100%$48.1M———
Investment Management Corp of Ontario
N/A—93,623-93,623-100%$48.1M———
Elo Mutual Pension Insurance Co
N/A—93,290-93,290-100%$47.9M———
Meeder Asset Management Inc
N/A—92,596-92,596-100%$47.6M———
NS Partners Ltd
N/A—92,360-92,360-100%$47.4M———
Castleark Management LLC
N/A—91,462-91,462-100%$47.0M———
Advisors Capital Management, LLC
N/A—91,165-91,165-100%$46.8M———
Hemenway Trust Co LLC
N/A—89,128-89,128-100%$45.8M———
Heritage Wealth Advisors
N/A—88,915-88,915-100%$45.7M———
Logan Capital Management Inc
N/A—88,750-88,750-100%$45.6M———
Stephens Inc
N/A—88,511-88,511-100%$45.5M———
Artisan Partners Limited Partnership
N/A—87,821-87,821-100%$45.1M———
Gotham Asset Management, LLC
N/A—86,722-86,722-100%$44.5M———
Tiaa Wealth Investment Management LLC
N/A—86,593-86,593-100%$44.5M———
IEQ Capital, LLC
N/A—81,773-81,773-100%$42.0M———
Schonfeld Strategic Advisors LLC
N/A—80,320-80,320-100%$41.3M———
Bamco Inc
N/A—79,709-79,709-100%$40.9M———
Spinecap SAS
N/A—79,137-79,137-100%$40.6M———
CTC LLC
N/A—78,491-78,491-100%$40.3M———
Peregrine Capital Management LLC
N/A—78,383-78,383-100%$40.3M———
SouthState Bank Corp
N/A—77,155-77,155-100%$39.6M———
Lighthouse Investment Partners, LLC
N/A—76,306-76,306-100%$39.2M———
MayTech Global Investments, LLC
N/A—76,229-76,229-100%$39.2M———
JTC Employer Solutions Trustee Ltd
N/A—75,954-75,954-100%$39.0M———
DJE Kapital AG
N/A—75,101-75,101-100%$39.3M———
Bornite Capital Management LP
N/A—75,000-75,000-100%$38.5M———
Dock Street Asset Management Inc
N/A—74,042-74,042-100%$38.0M———
Allstate Corp
N/A—73,918-73,918-100%$38.0M———
Sanctuary Advisors, LLC
N/A—73,048-73,048-100%$37.5M———
Pacer Advisors, Inc.
N/A—72,674-72,674-100%$37.3M———
Beacon Pointe Advisors, LLC
N/A—72,500-72,500-100%$37.2M———
Milford Funds LTD
N/A—71,339-71,339-100%$36.6M———
Phoenix Financial Ltd.
N/A—71,325-71,325-100%$36.6M———
Route One Investment Company, L.P.
N/A—70,500-70,500-100%$36.2M———
Steward Partners Investment Advisory, LLC
N/A—69,917-69,917-100%$35.9M———
First Financial Bankshares Inc
N/A—69,788-69,788-100%$35.8M———
Global Frontier Investments LLC
N/A—68,000-68,000-100%$34.9M———
Huntington National Bank
N/A—66,045-66,045-100%$33.9M———
Northwest & Ethical Investments L.P.
N/A—66,007-66,007-100%$33.9M———
Dundas Partners LLP
N/A—65,751-65,751-100%$33.8M———
RBF Capital, LLC
N/A—65,500-65,500-100%$33.6M———
Gillson Capital LP
N/A—64,172-64,172-100%$33.0M———
Avenir Corp
N/A—63,770-63,770-100%$32.8M———
Biondo Investment Advisors, LLC
N/A—63,715-63,715-100%$32.7M———
Mizuho Securities USA LLC
N/A—63,169-63,169-100%$32.4M———
Martingale Asset Management L P
N/A—62,845-62,845-100%$32.3M———
Vestcor Inc
N/A—62,713-62,713-100%$32.2M———
Farley Capital L.P.
N/A—62,227-62,227-100%$32.0M———
Hengistbury Investment Partners LLP
N/A—61,687-61,687-100%$31.7M———
Systematic Alpha Investments, LLC
N/A—61,446-61,446-100%$31.6M———
Atlantic Union Bankshares Corp
N/A—60,383-60,383-100%$31.0M———
First Long Island Investors, LLC
N/A—60,309-60,309-100%$31.0M———
Aquatic Capital Management LLC
N/A—59,754-59,754-100%$30.7M———
Ironvine Capital Partners, LLC
N/A—59,464-59,464-100%$30.5M———
Dearborn Partners LLC
N/A—59,399-59,399-100%$30.5M———
Tocqueville Asset Management L.P.
N/A—59,296-59,296-100%$30.5M———
Renaissance Group LLC
N/A—59,271-59,271-100%$30.4M———
Guardian Capital LP
N/A—59,129-59,129-100%$30.4M———
United Capital Financial Advisors, LLC
N/A—58,613-58,613-100%$30.1M———
Orion Porfolio Solutions, LLC
N/A—58,203-58,203-100%$29.9M———
Intech Investment Management LLC
N/A—57,452-57,452-100%$29.5M———
Fiduciary Trust Co
N/A—57,403-57,403-100%$29.5M———
Petrus Trust Company, LTA
N/A—57,323-57,323-100%$29.4M———
Saudi Central Bank
N/A—57,318-57,318-100%$29.4M———
Horizon Investments, LLC
N/A—57,317-57,317-100%$29.4M———
Sora Investors LLC
N/A—57,142-57,142-100%$29.3M———
Walleye Capital LLC
N/A—56,845-56,845-100%$29.2M———
Allianz SE
N/A—56,143-56,143-100%$28.8M———
Night Owl Capital Management, LLC
N/A—54,855-54,855-100%$28.2M———
Arax Advisory Partners
N/A—54,818-54,818-100%$28.2M———
Norinchukin Bank, The
N/A—54,686-54,686-100%$28.1M———
HughesLittle Investment Management Ltd.
N/A—54,462-54,462-100%$28.0M———
Tradewinds, Llc.
N/A—54,174-54,174-100%$608.3K———
Choate Investment Advisors
N/A—54,084-54,084-100%$27.8M———
Bridgeway Capital Management, LLC
N/A—53,807-53,807-100%$27.6M———
Kemnay Advisory Services Inc.
N/A—53,561-53,561-100%$27.5M———
Gavilan Investment Partners LLC
N/A—53,500-53,500-100%$27.5M———
F/m Investments LLC
N/A—51,449-51,449-100%$26.4M———
Commerzbank Aktiengesellschaft
N/A—51,098-51,098-100%$26.2M———
Kentucky Retirement Systems
N/A—50,786-50,786-100%$26.1M———
ABN Amro Bank N.V.
N/A—50,712-50,712-100%$26.0M———
Foundations Investment Advisors, LLC
N/A—50,574-50,574-100%$26.0M———
Ancora Advisors LLCA
N/A—50,276-50,276-100%$25.8M———
South Dakota Investment Council
N/A—50,246-50,246-100%$25.8M———
Titan Global Capital Management USA LLC
N/A—50,150-50,150-100%$25.8M———
Advaya LLP
N/A—50,000-50,000-100%$25.7M———
Bluegrass Capital Partners LP
N/A—50,000-50,000-100%$25.7M———
Sumitomo Life Insurance Co
N/A—49,435-49,435-100%$25.4M———
Schwerin Boyle Capital Management Inc
N/A—48,810-48,810-100%$25.1M———
Dash Acquisitions Inc.
N/A—48,296-48,296-100%$27.0M———
Zacks Investment Management
N/A—48,193-48,193-100%$24.8M———
Capital International LTD
N/A—47,929-47,929-100%$24.6M———
Verition Fund Management LLC
N/A—47,925-47,925-100%$24.6M———
Pinnacle Financial Partners, Inc.
N/A—47,850-47,850-100%$24.6M———
Metis Global Partners, LLC
N/A—47,754-47,754-100%$24.5M———
Squarepoint Ops LLC
N/A—47,038-47,038-100%$24.2M———
Torque Asset Management LLC
N/A—46,695-46,695-100%$24.0M———
Callan Family Office, LLC
N/A—46,509-46,509-100%$23.9M———
Advisory Services Network, LLC
N/A—46,288-46,288-100%$23.8M———
Dnca Finance
N/A—46,250-46,250-100%$23.8M———
America First Investment Advisors, LLC
N/A—45,228-45,228-100%$23.2M———
Ithaka Group LLC
N/A—45,004-45,004-100%$23.1M———
North Star Asset Management Inc
N/A—44,559-44,559-100%$22.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—44,354-44,354-100%$22.8M———
Investidor Profissional Gestao de Recursos Ltda.
N/A—43,865-43,865-100%$22.5M———
Cypress Funds LLC
N/A—42,269-42,269-100%$21.7M———
Wesleyan Assurance Society
N/A—41,350-41,350-100%$21.2M———
Bessemer Group Inc
N/A—41,344-41,344-100%$21.2M———
Holocene Advisors, LP
N/A—40,935-40,935-100%$21.0M———
Callahan Advisors, LLC
N/A—40,392-40,392-100%$20.7M———
Jackson Hill Advisors, LLC
N/A—40,000-40,000-100%$20.5M———
Scopus Asset Management, L.P.
N/A—40,000-40,000-100%$20.5M———
Aquamarine Zurich AG
N/A—40,000-40,000-100%$20.5K———
Segall Bryant & Hamill, LLC
N/A—39,534-39,534-100%$20.3M———
Westerkirk Capital Inc.
N/A—39,526-39,526-100%$20.3M———
Shelton Capital Management
N/A—39,520-39,520-100%$20.3M———
Gilder Gagnon Howe & Co LLC
N/A—39,214-39,214-100%$20.1M———
Roundview Capital LLC
N/A—39,077-39,077-100%$20.1M———
Sienna Gestion
N/A—38,910-38,910-100%$20.1M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—38,695-38,695-100%$19.9M———
Unisphere Establishment
N/A—38,500-38,500-100%$19.8M———
Broderick Brian C
N/A—37,583-37,583-100%$19.3M———
Columbus Hill Capital Management, L.P.
N/A—37,310-37,310-100%$19.2M———
Entropy Technologies, LP
N/A—37,122-37,122-100%$19.1M———
Equitable Holdings, Inc.
N/A—36,685-36,685-100%$18.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—36,650-36,650-100%$18.8M———
GW&K Investment Management, LLC
N/A—36,155-36,155-100%$18.6M———
WCG Wealth Advisors LLC
N/A—36,094-36,094-100%$18.5M———
CIM, LLC
N/A—35,805-35,805-100%$18.4M———
Daiichi Life Insurance Co., Ltd.
N/A—35,704-35,704-100%$18.3M———
Principal Securities, Inc.
N/A—35,578-35,578-100%$18.3M———
Flputnam Investment Management Co
N/A—35,348-35,348-100%$18.2M———
Vestmark Advisory Solutions, Inc.
N/A—35,252-35,252-100%$18.1M———
Altrafin AG
N/A—35,206-35,206-100%$18.1M———
Private Advisor Group, LLC
N/A—35,145-35,145-100%$18.1M———
Parallax Volatility Advisers, L.P.
N/A—34,909-34,909-100%$17.9M———
Thames Capital Management LLC
N/A—34,663-34,663-100%$17.8M———
DSM Capital Partners LLC
N/A—34,237-34,237-100%$17.6M———
VAN Lanschot Kempen Investment Management N.V.
N/A—33,263-33,263-100%$17.1M———
First Foundation Advisors
N/A—32,976-32,976-100%$16.9M———
OAK Associates LTD
N/A—32,603-32,603-100%$16.7M———
Sequoia Financial Advisors, LLC
N/A—32,584-32,584-100%$16.7M———
Bragg Financial Advisors, Inc
N/A—31,964-31,964-100%$16.4M———
SPX Gestao de Recursos Ltda
N/A—31,702-31,702-100%$16.3M———
Curi Capital, LLC
N/A—31,625-31,625-100%$16.2M———
Mufg Securities Emea plc
N/A—31,581-31,581-100%$16.2M———
Whittier Trust Co
N/A—31,576-31,576-100%$16.8M———
Threadgill Financial, LLC
N/A—31,249-31,249-100%$16.0M———
Alley Investment Management Company, LLC
N/A—31,234-31,234-100%$16.0M———
Marsico Capital Management LLC
N/A—30,917-30,917-100%$15.9M———
Soros Fund Management LLC
N/A—30,452-30,452-100%$15.6M———
PAR Capital Management Inc
N/A—30,000-30,000-100%$15.4M———
NorthCoast Asset Management LLC
N/A—29,822-29,822-100%$15.3M———
Explore Capital Management, LLC
N/A—29,780-29,780-100%$15.3M———
Martin Investment Management, LLC
N/A—29,653-29,653-100%$15.2M———
Freestone Capital Holdings, LLC
N/A—29,322-29,322-100%$15.1M———
Auxier Asset Management LLC
N/A—29,266-29,266-100%$15.0M———
Argent Trust Co
N/A—29,084-29,084-100%$14.9M———
Empirical Finance, LLC
N/A—28,985-28,985-100%$14.9M———
CSM Advisors, LLC
N/A—28,853-28,853-100%$14.8M———
Giverny Capital Inc.
N/A—28,816-28,816-100%$14.8M———
Gamco Investors, Inc. ET AL
N/A—28,772-28,772-100%$14.8M———
Caprock Group, LLC
N/A—28,684-28,684-100%$14.7M———
Bowen Hanes & Co Inc
N/A—28,585-28,585-100%$14.3M———
Donaldson Capital Management, LLC
N/A—28,445-28,445-100%$14.6M———
Penserra Capital Management LLC
N/A—27,632-27,632-100%$14.2M———
Silvant Capital Management LLC
N/A—27,486-27,486-100%$14.1M———
Comgest Global Investors S.A.S.
N/A—27,449-27,449-100%$14.1M———
Westpac Banking Corp
N/A—27,362-27,362-100%$14.1M———
Osmosis Investment Management UK Ltd
N/A—27,314-27,314-100%$14.0M———
BTC Capital Management, Inc.
N/A—27,049-27,049-100%$13.9M———
Bleakley Financial Group, LLC
N/A—26,984-26,984-100%$13.9M———
Oribel Capital Management, LP
N/A—26,900-26,900-100%$13.8M———
Bogart Wealth, LLC
N/A—26,896-26,896-100%$13.8M———
Amica Mutual Insurance Co
N/A—26,594-26,594-100%$13.7M———
East Coast Asset Management, Llc.
N/A—26,530-26,530-100%$13.6M———
German American Bancorp, Inc.
N/A—26,518-26,518-100%$13.6M———
Independent Advisor Alliance
N/A—26,479-26,479-100%$13.6M———
Weiss Asset Management LP
N/A—26,242-26,242-100%$13.5M———
Gardner Lewis Asset Management L P
N/A—26,203-26,203-100%$13.5M———
Haverford Financial Services, Inc.
N/A—26,054-26,054-100%$13.4M———
Harbor Advisors LLC
N/A—26,000-26,000-100%$13.4M———
Ally Financial Inc.
N/A—26,000-26,000-100%$13.4M———
Wealthspire Advisors, LLC
N/A—25,876-25,876-100%$13.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—25,871-25,871-100%$13.3M———
Oversea-Chinese Banking Corp Ltd
N/A—25,719-25,719-100%$13.2M———
Somerville Kurt F
N/A—25,580-25,580-100%$13.1M———
Kidder Stephen W
N/A—25,433-25,433-100%$13.1M———
Oxbow Advisors, LLC
N/A—25,367-25,367-100%$13.0M———
GCQ Funds Management PTY Ltd
N/A—25,342-25,342-100%$13.0M———
Stratos Wealth Partners, Ltd.
N/A—25,149-25,149-100%$12.9M———
Puzo Michael J
N/A—25,086-25,086-100%$12.9M———
Davidson Kempner Capital Management LP
N/A—25,000-25,000-100%$12.8M———
LOS Angeles Capital Management LLC
N/A—24,926-24,926-100%$12.8M———
Summit Trail Advisors, LLC
N/A—24,877-24,877-100%$12.8M———
Polar Capital Holdings Plc
N/A—24,872-24,872-100%$12.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—24,817-24,817-100%$12.7M———
BNP Paribas
N/A—24,645-24,645-100%$12.6M———
KKM Financial LLC
N/A—24,482-24,482-100%$14.0M———
Mufg Securities Americas Inc.
N/A—24,302-24,302-100%$12.5M———
Dixon Mitchell Investment Counsel Inc.
N/A—24,142-24,142-100%$12.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—24,100-24,100-100%$12.4M———
Centaurus Financial, Inc.
N/A—24,076-24,076-100%$12.4M———
Picton Mahoney Asset Management
N/A—24,045-24,045-100%$12.3M———
Azimuth Capital Investment Management LLC
N/A—23,876-23,876-100%$12.3M———
Ballentine Partners, LLC
N/A—23,663-23,663-100%$12.2M———
Ossiam
N/A—23,640-23,640-100%$12.1M———
World Investment Advisors
N/A—23,553-23,553-100%$11.8M———
Siemens Fonds Invest GmbH
N/A—23,548-23,548-100%$12.1M———
Sone Capital Management, LLC
N/A—23,520-23,520-100%$12.1M———
Hutchinson Capital Management
N/A—23,428-23,428-100%$12.0M———
American Money Management, LLC
N/A—23,070-23,070-100%$11.8M———
Hantz Financial Services, Inc.
N/A—23,047-23,047-100%$11.8M———
Coalescence Partners Investment Management, LP
N/A—22,660-22,660-100%$11.6M———
Carlson Capital, L.P.
N/A—22,575-22,575-100%$11.6M———
Capital Group Private Client Services, Inc.
N/A—22,470-22,470-100%$11.5M———
Snowden Capital Advisors LLC
N/A—22,434-22,434-100%$11.5M———
S&CO Inc
N/A—22,358-22,358-100%$11.5M———
Saranac Partners Ltd
N/A—22,280-22,280-100%$11.4M———
Scholtz & Company, LLC
N/A—22,191-22,191-100%$11.4M———
Delaney Dennis R
N/A—21,915-21,915-100%$11.3M———
Elk River Wealth Management LLC
N/A—21,858-21,858-100%$11.2M———
Claar Advisors LLC
N/A—21,695-21,695-100%$11.1M———
Hancock Whitney Corp
N/A—21,530-21,530-100%$11.1M———
Howe & Rusling Inc
N/A—21,298-21,298-100%$10.9M———
First National Bank of Omaha
N/A—21,246-21,246-100%$10.9M———
Conway Capital Management, Inc.
N/A—21,189-21,189-100%$10.9M———
Marietta Investment Partners LLC
N/A—21,093-21,093-100%$10.8M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—21,076-21,076-100%$10.8M———
Meeder Advisory Services, Inc.
N/A—20,793-20,793-100%$10.7M———
Clark Capital Management Group, Inc.
N/A—20,575-20,575-100%$10.6M———
Burling Wealth Partners, LLC
N/A—20,574-20,574-100%$10.6M———
Brevan Howard Capital Management LP
N/A—20,541-20,541-100%$10.5M———
Edgestream Partners, L.P.
N/A—20,477-20,477-100%$10.5M———
Royal Capital Wealth Management, LLC
N/A—20,277-20,277-100%$10.4M———
Graham Capital Management, L.P.
N/A—20,169-20,169-100%$10.4M———
Blackhill Capital Inc
N/A—20,000-20,000-100%$10.3M———
Caisse DES Depots ET Consignations
N/A—19,898-19,898-100%$10.2M———
Coldstream Capital Management Inc
N/A—19,896-19,896-100%$10.2M———
KR Capital LP
N/A—19,844-19,844-100%$10.2M———
Morningstar Investment Management LLC
N/A—19,840-19,840-100%$9.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—19,808-19,808-100%$10.2M———
Waverly Advisors, LLC
N/A—19,431-19,431-100%$10.0M———
Ironwood Investment Counsel, LLC
N/A—19,417-19,417-100%$10.0M———
Infusive Asset Management Inc.
N/A—19,410-19,410-100%$10.0M———
Huber Capital Management LLC
N/A—19,409-19,409-100%$10.0M———
Quantitative Investment Management, LLC
N/A—19,335-19,335-100%$9.9M———
Nutshell Asset Management Ltd
N/A—18,954-18,954-100%$9.7M———
Savvy Advisors, Inc.
N/A—18,892-18,892-100%$9.7M———
Ingalls & Snyder LLC
N/A—18,651-18,651-100%$9.6M———
Cozad Asset Management Inc
N/A—17,967-17,967-100%$9.2M———
Campbell & Co Investment Adviser LLC
N/A—17,967-17,967-100%$9.2M———
Arkadios Wealth Advisors
N/A—17,897-17,897-100%$9.2M———
Texas Yale Capital Corp.
N/A—17,843-17,843-100%$9.2M———
Knollwood Investment Advisory, LLC
N/A—17,755-17,755-100%$9.1M———
Horizon Kinetics Asset Management LLC
N/A—17,681-17,681-100%$9.1M———
Integrated Wealth Concepts LLC
N/A—17,574-17,574-100%$9.0M———
Dakota Wealth Management
N/A—17,511-17,511-100%$9.0M———
Summit Financial, LLC
N/A—17,407-17,407-100%$8.9M———
TB Capital Gestao de Recursos Ltda.
N/A—17,329-17,329-100%$8.9M———
Brasada Capital Management, LP
N/A—17,323-17,323-100%$8.9M———
Berger Financial Group, Inc
N/A—17,306-17,306-100%$8.9M———
Mirova
N/A—17,168-17,168-100%$8.8M———
Union Heritage Capital, LLC
N/A—17,112-17,112-100%$8.8M———
Affinity Wealth Management LLC
N/A—17,052-17,052-100%$8.8M———
Fiduciary Group, LLC
N/A—17,049-17,049-100%$8.8M———
Envestnet Portfolio Solutions, Inc.
N/A—17,008-17,008-100%$8.7M———
Banque Cantonale Vaudoise
N/A—16,926-16,926-100%$8.7M———
Whalerock Point Partners, LLC
N/A—16,791-16,791-100%$8.6M———
Fremen Capital Management LP
N/A—16,789-16,789-100%$8.6M———
Boston Research & Management Inc
N/A—16,607-16,607-100%$8.5M———
Mayar Capital Ltd.
N/A—16,602-16,602-100%$8.5M———
Baader Bank Aktiengesellschaft
N/A—16,578-16,578-100%$8.5M———
M. Kulyk & Associates, LLC
N/A—16,563-16,563-100%$8.5M———
RWA Wealth Partners, LLC
N/A—16,507-16,507-100%$8.5M———
Global Retirement Partners, LLC
N/A—16,472-16,472-100%$8.5M———
Strategic Global Advisors, LLC
N/A—16,439-16,439-100%$8.4M———
Notis-McConarty Edward
N/A—16,392-16,392-100%$8.4M———
Elefante Mark B
N/A—16,300-16,300-100%$8.4M———
SlateStone Wealth, LLC
N/A—16,220-16,220-100%$8.3M———
Spirepoint Private Client, LLC
N/A—16,213-16,213-100%$8.3M———
King Wealth Management Group
N/A—16,207-16,207-100%$8.3M———
Sargent Investment Group, LLC
N/A—16,172-16,172-100%$8.3M———
Wisconsin Capital Management LLC
N/A—16,104-16,104-100%$8.3M———
LGT Fund Management Co Ltd.
N/A—16,098-16,098-100%$8.3M———
Federated Hermes, Inc.
N/A—16,013-16,013-100%$8.2M———
Rockbridge Asset Management LLC
N/A—15,992-15,992-100%$8.2M———
Tower Research Capital LLC (TRC)
N/A—15,727-15,727-100%$8.1M———
St. Nicholas Private Asset Management, Inc
N/A—15,636-15,636-100%$8.0M———
Hills Bank & Trust Co
N/A—15,409-15,409-100%$7.9M———
Fort Sheridan Advisors LLC
N/A—15,087-15,087-100%$7.7M———
Kingsview Wealth Management, LLC
N/A—15,025-15,025-100%$7.7M———
Arrow Capital Management, LLC
N/A—15,020-15,020-100%$7.7M———
Nan Shan Life Insurance Co., Ltd.
N/A—15,000-15,000-100%$7.7M———
Emerald Investment Advisers, LLC
N/A—14,930-14,930-100%$7.7M———
Insigneo Advisory Services, LLC
N/A—14,737-14,737-100%$7.6M———
Fortis Capital Management LLC
N/A—14,684-14,684-100%$7.5M———
Pallas Capital Advisors LLC
N/A—14,605-14,605-100%$7.5M———
Hamilton Capital Partners Inc.
N/A—14,595-14,595-100%$7.5M———
Skandinaviska Enskilda Banken AB (publ)
N/A—14,484-14,484-100%$7.4M———
Peloton Wealth Strategists
N/A—14,399-14,399-100%$7.4M———
Hillsdale Investment Management Inc.
N/A—14,396-14,396-100%$7.4M———
Concentric Capital Strategies, LP
N/A—14,371-14,371-100%$7.4M———
OneDigital Investment Advisors LLC
N/A—14,361-14,361-100%$7.4M———
Untitled Investments LP
N/A—14,240-14,240-100%$7.3M———
Abacus FCF Advisors LLC
N/A—14,063-14,063-100%$7.2M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—14,028-14,028-100%$7.2M———
Moneta Group Investment Advisors LLC
N/A—14,000-14,000-100%$7.2M———
Intesa Sanpaolo S.p.A.
N/A—13,721-13,721-100%$7.0M———
South Street Advisors LLC
N/A—13,685-13,685-100%$7.0M———
Nicolet Bankshares Inc
N/A—13,586-13,586-100%$7.1M———
Rothschild Wealth LLC
N/A—13,581-13,581-100%$7.0M———
Bridgewater Advisors Inc.
N/A—13,335-13,335-100%$7.6M———
FourThought Financial Partners, LLC
N/A—13,266-13,266-100%$6.8M———
Composition Wealth, LLC
N/A—13,261-13,261-100%$6.8M———
Socorro Asset Management LP
N/A—13,229-13,229-100%$6.8M———
Smartleaf Asset Management LLC
N/A—13,050-13,050-100%$6.7M———
Bitwise Funds Trust
N/A—13,029-13,029-100%$6.7M———
Cannell & Spears LLC
N/A—13,000-13,000-100%$6.7M———
Capital Analysts, LLC
N/A—12,995-12,995-100%$6.7M———
Peapack Gladstone Financial Corp
N/A—12,995-12,995-100%$6.7M———
Aviso Financial Inc.
N/A—12,986-12,986-100%$6.7M———
Focus Partners Advisor Solutions, LLC
N/A—12,935-12,935-100%$6.6M———
Onex Canada Asset Management Inc.
N/A—12,873-12,873-100%$6.6M———
Broadleaf Partners, LLC
N/A—12,715-12,715-100%$6.5M———
CFO4Life Group, LLC
N/A—12,704-12,704-100%$6.5M———
Stratos Investment Management, LLC
N/A—12,634-12,634-100%$6.5M———
RiverFront Investment Group, LLC
N/A—12,581-12,581-100%$6.5M———
Leavell Investment Management, Inc.
N/A—12,579-12,579-100%$6.5M———
Ravenstone Capital Management Inc.
N/A—12,555-12,555-100%$6.4M———
Western Wealth Management, LLC
N/A—12,547-12,547-100%$6.4M———
R.H. Investment Group, LLC
N/A—12,523-12,523-100%$6.4M———
Rench Wealth Management, Inc.
N/A—12,523-12,523-100%$6.4M———
Syon Capital LLC
N/A—12,506-12,506-100%$6.4M———
Townsquare Capital LLC
N/A—12,500-12,500-100%$6.4M———
Fairbanks Capital Management, Inc.
N/A—12,492-12,492-100%$6.4M———
SGL Investment Advisors, Inc.
N/A—12,409-12,409-100%$7.0M———
Stock Yards Bank & Trust Co
N/A—12,258-12,258-100%$6.3M———
Ostrum Asset Management
N/A—12,236-12,236-100%$6.3M———
GeoWealth Management, LLC
N/A—12,188-12,188-100%$6.3M———
Alberta Investment Management Corp
N/A—12,150-12,150-100%$6.2M———
Family Manage LLC
N/A—11,942-11,942-100%$6.1M———
Cinctive Capital Management LP
N/A—11,738-11,738-100%$6.0M———
Alcosta Capital Management, Inc.
N/A—11,638-11,638-100%$6.0M———
Connable Office Inc
N/A—11,550-11,550-100%$5.9M———
McDonough Capital Management, Inc
N/A—11,515-11,515-100%$5.9M———
First National Advisers, LLC
N/A—11,507-11,507-100%$5.9M———
KP Management LLC
N/A—11,500-11,500-100%$5.9M———
Buffalo Business & Estate Services LTD
N/A—11,411-11,411-100%$5.9M———
Decatur Capital Management, Inc.
N/A—11,267-11,267-100%$5.8M———
Clearbridge Investments, LLC
N/A—11,242-11,242-100%$5.8M———
Trivium Point Advisory, LLC
N/A—11,202-11,202-100%$5.8M———
Opal Capital LLC
N/A—11,171-11,171-100%$5.7M———
CreativeOne Wealth, LLC
N/A—11,057-11,057-100%$5.7M———
Dempze Nancy E
N/A—10,923-10,923-100%$5.6M———
Aptus Capital Advisors, LLC
N/A—10,882-10,882-100%$5.6M———
Arvest Bank Trust Division
N/A—10,876-10,876-100%$5.6M———
Pure Financial Advisors, LLC
N/A—10,858-10,858-100%$5.6M———
Alerus Financial NA
N/A—10,803-10,803-100%$5.5M———
Capital Group Investment Management Pte. Ltd.
N/A—10,637-10,637-100%$5.5M———
Jaffetilchin Investment Partners, LLC
N/A—10,562-10,562-100%$5.4M———
1ST Source Bank
N/A—10,546-10,546-100%$5.4M———
River Wealth Advisors LLC
N/A—10,542-10,542-100%$5.4M———
IHT Wealth Management, LLC
N/A—10,510-10,510-100%$5.4M———
RB Capital Management, LLC
N/A—10,439-10,439-100%$5.4M———
Jupiter Wealth Management LLC
N/A—10,391-10,391-100%$5.3M———
Grafton Street Partners Management Company, LLC
N/A—10,365-10,365-100%$5.3M———
LMR Partners LLP
N/A—10,340-10,340-100%$5.3M———
One Capital Management, LLC
N/A—10,184-10,184-100%$5.1M———
Groupama Asset Managment
N/A—10,133-10,133-100%$5.2M———
Bank OZK
N/A—10,105-10,105-100%$5.2M———
Vision Retirement, LLC
N/A—10,082-10,082-100%$5.2M———
Kirtland Hills Capital Management, LLC
N/A—10,078-10,078-100%$5.2M———
LOM Asset Management Ltd
N/A—10,074-10,074-100%$5.2M———
Harbour Investments, Inc.
N/A—10,038-10,038-100%$5.2M———
Winmill & Co. Inc
N/A—10,000-10,000-100%$5.1M———
E Fund Management Co., Ltd.
N/A—9,980-9,980-100%$5.1M———
Westwood Holdings Group Inc
N/A—9,886-9,886-100%$5.1M———
Jasper Ridge Partners, L.P.
N/A—9,879-9,879-100%$5.1M———
Cloverfields Capital Group, LP
N/A—9,782-9,782-100%$5.0M———
Landscape Capital Management, L.L.C.
N/A—9,775-9,775-100%$5.0M———
Harvey Capital Management Inc
N/A—9,695-9,695-100%$5.0M———
Catalyst Funds Management Pty Ltd
N/A—9,681-9,681-100%$5.0M———
Greenline Partners, LLC
N/A—9,677-9,677-100%$5.0M———
Gladstone Institutional Advisory LLC
N/A—9,662-9,662-100%$5.0M———
Anchor Investment Management, LLC
N/A—9,633-9,633-100%$4.9M———
Blackstone Inc.
N/A—9,579-9,579-100%$4.9M———
Denali Advisors LLC
N/A—9,573-9,573-100%$4.9M———
Mosaic Family Wealth Partners, LLC
N/A—9,506-9,506-100%$4.9M———
Ameritas Advisory Services, LLC
N/A—9,454-9,454-100%$4.9M———
Hilltop Partners LLC
N/A—9,385-9,385-100%$4.8M———
Bearing Point Capital, LLC
N/A—9,376-9,376-100%$4.8M———
Fairview Capital Investment Management, LLC
N/A—9,143-9,143-100%$4.7M———
Naviter Wealth, LLC
N/A—9,130-9,130-100%$4.7M———
Galaxy Digital Capital Management GP LLC
N/A—9,108-9,108-100%$4.7M———
Qtron Investments LLC
N/A—9,062-9,062-100%$4.7M———
Farmers National Bank
N/A—9,011-9,011-100%$4.6M———
BBR Partners, LLC
N/A—9,000-9,000-100%$4.6M———
Weik Capital Management
N/A—8,954-8,954-100%$4.6M———
Baldwin Investment Management, LLC
N/A—8,901-8,901-100%$4.6M———
Citizens Business Bank
N/A—8,896-8,896-100%$4.6M———
Icon Advisers Inc
N/A—8,858-8,858-100%$4.5M———
Karani Asset Management LLC
N/A—8,839-8,839-100%$4.5M———
K.J. Harrison & Partners Inc
N/A—8,823-8,823-100%$4.5M———
Thoroughbred Financial Services, LLC
N/A—8,786-8,786-100%$4.5M———
Dorsey & Whitney Trust Co LLC
N/A—8,754-8,754-100%$4.5M———
Cary Street Partners Financial LLC
N/A—8,708-8,708-100%$4.5M———
Dynasty Wealth Management, LLC
N/A—8,698-8,698-100%$4.5M———
BFC Planning, Inc.
N/A—8,516-8,516-100%$4.4M———
Coastal Bridge Advisors, LLC
N/A—8,466-8,466-100%$4.3M———
PFG Investments, LLC
N/A—8,464-8,464-100%$4.3M———
Silvercrest Asset Management Group LLC
N/A—8,449-8,449-100%$4.3M———
Rehmann Capital Advisory Group
N/A—8,446-8,446-100%$4.3M———
Banco de Sabadell, S.a
N/A—8,297-8,297-100%$4.3M———
Militia Capital Management LLC
N/A—8,100-8,100-100%$4.2M———
Fairtree Asset Management (Pty) Ltd
N/A—8,089-8,089-100%$4.2M———
Monetary Management Group Inc
N/A—8,020-8,020-100%$4.1M———
Stelac Advisory Services LLC
N/A—7,997-7,997-100%$4.1M———
Twin Capital Management Inc
N/A—7,880-7,880-100%$4.0M———
Yukon Wealth Management, Inc.
N/A—7,864-7,864-100%$4.0M———
Owlhouse Capital LP
N/A—7,852-7,852-100%$4.0M———
Checchi Capital Advisers, LLC
N/A—7,840-7,840-100%$4.0M———
Peak Asset Management, LLC
N/A—7,769-7,769-100%$4.0M———
Spinnaker Trust
N/A—7,719-7,719-100%$4.0M———
SSA Swiss Advisors AG
N/A—7,702-7,702-100%$3.9M———
Simmons Bank
N/A—7,689-7,689-100%$3.9M———
American Trust
N/A—7,645-7,645-100%$3.9M———
Mathes Company, Inc.
N/A—7,634-7,634-100%$3.9M———
Circle Wealth Management, LLC
N/A—7,627-7,627-100%$3.9M———
Icon Wealth Advisors, LLC
N/A—7,625-7,625-100%$3.9M———
IKE Capital, LLC
N/A—7,605-7,605-100%$3.9M———
Fidelis Capital Partners, LLC
N/A—7,601-7,601-100%$3.9M———
Inkwell Capital LLC
N/A—7,548-7,548-100%$3.9M———
Spartan Wealth Advisory Services LLC
N/A—7,535-7,535-100%$3.9M———
Cambria Investment Management, L.P.
N/A—7,533-7,533-100%$3.9M———
AlTi Global, Inc.
N/A—7,516-7,516-100%$3.9M———
Quest Investment Management LLC
N/A—7,508-7,508-100%$3.9M———
Whittier Trust Co of Nevada Inc
N/A—7,464-7,464-100%$4.0M———
Fortune Financial Advisors, LLC
N/A—7,451-7,451-100%$3.8M———
Sandro Wealth Management LLC
N/A—7,417-7,417-100%$3.8M———
Atom Investors LP
N/A—7,408-7,408-100%$3.8M———
Stamos Capital Partners, L.P.
N/A—7,404-7,404-100%$3.8M———
Resurgent Financial Advisors LLC
N/A—7,377-7,377-100%$3.8M———
Papamarkou Wellner Asset Management inc.
N/A—7,367-7,367-100%$3.7M———
GSA Capital Partners LLP
N/A—7,358-7,358-100%$3.8M———
BOK Financial Private Wealth, Inc.
N/A—7,357-7,357-100%$3.8M———
Intrust Bank NA
N/A—7,356-7,356-100%$3.8M———
W1m Asset Management Ltd
N/A—7,340-7,340-100%$3.8M———
Houlihan Financial Resource Group, Ltd.
N/A—7,318-7,318-100%$3.8M———
Keebeck Wealth Management
N/A—7,318-7,318-100%$3.8M———
Whitford Management LLC
N/A—7,263-7,263-100%$3.7M———
Ameritas Investment Partners, Inc.
N/A—7,232-7,232-100%$3.7M———
New Age Alpha Advisors, LLC
N/A—7,205-7,205-100%$3.7M———
Tyche Wealth Partners LLC
N/A—7,173-7,173-100%$3.7M———
Smithfield Trust Co
N/A—7,160-7,160-100%$3.7M———
Bluespring Wealth Management, LLC
N/A—7,051-7,051-100%$3.6M———
Modus Advisors, LLC
N/A—7,042-7,042-100%$3.6M———
Harvest Fund Management Co., Ltd
N/A—7,003-7,003-100%$3.6M———
S&G Foundation
N/A—7,000-7,000-100%$3.6M———
DRW Securities, LLC
N/A—6,984-6,984-100%$3.6M———
MidFirst Bank
N/A—6,971-6,971-100%$3.6M———
Great Valley Advisor Group, Inc.
N/A—6,951-6,951-100%$3.6M———
ClearAlpha Technologies LP
N/A—6,929-6,929-100%$3.6M———
Westview Management dba Westview Investment Advisors
N/A—6,891-6,891-100%$3.5M———
IFG Advisory, LLC
N/A—6,885-6,885-100%$3.5M———
Quantbot Technologies LP
N/A—6,877-6,877-100%$3.5M———
Aventura Private Wealth, LLC
N/A—6,780-6,780-100%$3.5M———
Belpointe Asset Management LLC
N/A—6,759-6,759-100%$3.5M———
Maridea Wealth Management LLC
N/A—6,742-6,742-100%$3.5M———
Resources Management Corp
N/A—6,741-6,741-100%$3.5M———
HighPoint Advisor Group LLC
N/A—6,710-6,710-100%$3.4M———
Barbara Oil Co.
N/A—6,630-6,630-100%$3.5M———
Holderness Investments Co
N/A—6,630-6,630-100%$3.4M———
Frec Markets, Inc.
N/A—6,585-6,585-100%$3.4M———
Duncan Williams Asset Management, LLC
N/A—6,526-6,526-100%$3.4M———
Roble, Belko & Company, Inc
N/A—6,526-6,526-100%$3.4M———
Havemeyer Place LP
N/A—6,517-6,517-100%$3.3M———
Hilltop Holdings Inc.
N/A—6,452-6,452-100%$3.3M———
TRB Wealth Management, LLC
N/A—6,434-6,434-100%$3.3M———
Sentinel Dome Partners, LLC
N/A—6,300-6,300-100%$3.2M———
Geneos Wealth Management Inc.
N/A—6,258-6,258-100%$3.2M———
Ausdal Financial Partners, Inc.
N/A—6,249-6,249-100%$3.2M———
B & T Capital Management DBA Alpha Capital Management
N/A—6,239-6,239-100%$3.2M———
Prosperity Consulting Group, LLC
N/A—6,187-6,187-100%$3.2M———
Accent Capital Management, LLC
N/A—6,177-6,177-100%$3.2M———
Saturna Capital Corp
N/A—6,055-6,055-100%$3.2M———
Tsai Capital Corp
N/A—6,020-6,020-100%$3.1M———
Bank of Nova Scotia Trust Co
N/A—6,019-6,019-100%$3.1M———
Dockside LLC
N/A—6,017-6,017-100%$3.1M———
Woodbridge Co LTD
N/A—5,927-5,927-100%$3.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—5,914-5,914-100%$3.0M———
Nwam LLC
N/A—5,892-5,892-100%$3.0M———
Prospect Hill Management, LLC
N/A—5,800-5,800-100%$3.0M———
Benchmark Investment Advisors LLC
N/A—5,780-5,780-100%$3.0M———
Transcend Capital Advisors, LLC
N/A—5,778-5,778-100%$3.0M———
Boston Partners
N/A—5,769-5,769-100%$3.0M———
Kovack Advisors, Inc.
N/A—5,655-5,655-100%$2.9M———
Avalon Trust Co
N/A—5,635-5,635-100%$2.9M———
Optas, LLC
N/A—5,552-5,552-100%$2.9M———
Bank of Hawaii
N/A—5,525-5,525-100%$2.8M———
Edmond de Rothschild Holding S.A.
N/A—5,504-5,504-100%$2.8M———
Sovereign Financial Group, Inc.
N/A—5,500-5,500-100%$2.8M———
Promethos Capital, LLC
N/A—5,484-5,484-100%$2.8M———
Permanens Capital L.P.
N/A—5,463-5,463-100%$2.8M———
Tolleson Wealth Management, Inc.
N/A—5,388-5,388-100%$2.8M———
Farringdon Capital, Ltd.
N/A—5,387-5,387-100%$2.8M———
Apriem Advisors
N/A—5,322-5,322-100%$2.7M———
Borer Denton & Associates, Inc.
N/A—5,317-5,317-100%$2.7M———
Centric Wealth Management
N/A—5,293-5,293-100%$2.7M———
Kensington Investment Counsel, LLC
N/A—5,287-5,287-100%$2.7M———
Modern Wealth Management, LLC
N/A—5,270-5,270-100%$2.7M———
Meiji Yasuda Life Insurance Co
N/A—5,233-5,233-100%$2.7M———
Cary Street Partners Investment Advisory LLC
N/A—5,200-5,200-100%$2.7M———
Mutual Advisors, LLC
N/A—5,199-5,199-100%$2.7M———
Martin & Co Inc
N/A—5,132-5,132-100%$2.6M———
Delta Global Management LP
N/A—5,071-5,071-100%$2.6M———
Venturi Wealth Management, LLC
N/A—5,039-5,039-100%$2.6M———
Next Century Growth Investors LLC
N/A—5,026-5,026-100%$2.6M———
Patron Partners, LLC
N/A—4,981-4,981-100%$2.6M———
Banque Transatlantique SA
N/A—4,975-4,975-100%$2.6M———
Mayflower Financial Advisors, LLC
N/A—4,937-4,937-100%$2.5M———
Headinvest, LLC
N/A—4,913-4,913-100%$2.5M———
Stratos Wealth Advisors, LLC
N/A—4,858-4,858-100%$2.5M———
Heritage Trust Co
N/A—4,833-4,833-100%$2.5M———
SageView Advisory Group, LLC
N/A—4,807-4,807-100%$2.5M———
Orleans Capital Management Corp
N/A—4,763-4,763-100%$2.4M———
Kintra Wealth, LLC
N/A—4,750-4,750-100%$2.7M———
Capstone Investment Advisors, LLC
N/A—4,738-4,738-100%$2.4M———
Lagoda Investment Management, L.P.
N/A—4,735-4,735-100%$2.4M———
NorthRock Partners, LLC
N/A—4,678-4,678-100%$2.4M———
Hartford Funds Management Co LLC
N/A—4,664-4,664-100%$2.4M———
Ceeto Capital Group, LLC
N/A—4,650-4,650-100%$2.4M———
L2 Asset Management, LLC
N/A—4,619-4,619-100%$2.4M———
Financial Engines Advisors L.L.C.
N/A—4,619-4,619-100%$2.4M———
Johnson Financial Group, Inc.
N/A—4,542-4,542-100%$2.3M———
Ketron Financial
N/A—4,532-4,532-100%$2.3M———
Vanguard National Trust Co
N/A—4,508-4,508-100%$2.3M———
Goldstone Financial Group, LLC
N/A—4,432-4,432-100%$2.3M———
Main Street Financial Solutions, LLC
N/A—4,414-4,414-100%$2.3M———
Old North State Trust, LLC
N/A—4,411-4,411-100%$2.3M———
PCM Encore, LLC
N/A—4,393-4,393-100%$2.3M———
TFR Capital, Llc.
N/A—4,313-4,313-100%$2.2M———
Wealth Alliance, LLC
N/A—4,244-4,244-100%$2.2M———
Quent Capital, LLC
N/A—4,217-4,217-100%$2.2M———
IFC Advisors LLC
N/A—4,209-4,209-100%$2.2M———
Clarkston Capital Partners, LLC
N/A—4,191-4,191-100%$2.2M———
CVA Family Office, LLC
N/A—4,187-4,187-100%$2.2M———
Heartland Bank & Trust Co
N/A—4,157-4,157-100%$2.1M———
Essex Financial Services, Inc.
N/A—4,152-4,152-100%$2.1M———
Kane Investment Management, Inc.
N/A—4,095-4,095-100%$2.1M———
Palliser Capital (UK) LtdA
N/A—4,089-4,089-100%$2.1M———
Garrison Point Advisors, LLC
N/A—4,087-4,087-100%$2.1M———
Pragma Gestao de Patrimonio LTD
N/A—4,050-4,050-100%$2.1M———
Okabena Investment Services Inc
N/A—4,045-4,045-100%$2.1M———
Peak6 LLC
N/A—4,021-4,021-100%$2.1M———
Encore Global Management, LP
N/A—4,000-4,000-100%$2.1M———
Zuckerman Investment Group, LLC
N/A—3,976-3,976-100%$2.0M———
Quotient Wealth Partners, LLC
N/A—3,970-3,970-100%$2.0M———
Regal Investment Advisors LLC
N/A—3,964-3,964-100%$2.0M———
Aigen Investment Management, LP
N/A—3,957-3,957-100%$2.0M———
Headlands Technologies LLC
N/A—3,950-3,950-100%$2.0M———
Smith, Moore & Co.
N/A—3,948-3,948-100%$2.0M———
Walleye Trading LLC
N/A—3,944-3,944-100%$2.0M———
Dunhill Financial, LLC
N/A—3,927-3,927-100%$2.0M———
Kelman-Lazarov, Inc.
N/A—3,926-3,926-100%$2.0M———
Xcelsior Advisor Partners LLC
N/A—3,925-3,925-100%$2.0M———
Evolve Private Wealth, LLC
N/A—3,925-3,925-100%$2.0M———
Legacy Financial Advisors, Inc.
N/A—3,920-3,920-100%$2.0M———
CastleKnight Management LP
N/A—3,900-3,900-100%$2.0M———
RiverPark Advisors, LLC
N/A—3,850-3,850-100%$2.0M———
BTG Pactual Asset Management US LLC
N/A—3,841-3,841-100%$2.0M———
Crewe Advisors LLC
N/A—3,755-3,755-100%$1.9M———
Boothbay Fund Management, LLC
N/A—3,713-3,713-100%$1.9M———
Marshall Financial Group, LLC
N/A—3,683-3,683-100%$1.9M———
AXQ Capital, LP
N/A—3,641-3,641-100%$1.9M———
Strait & Sound Wealth Management LLC
N/A—3,636-3,636-100%$1.9M———
Advisory Alpha, LLC
N/A—3,631-3,631-100%$1.9M———
Davis R M Inc
N/A—3,628-3,628-100%$1.9M———
Voya Financial Advisors, Inc.
N/A—3,579-3,579-100%$1.8M———
Meadowbrook Advisors Group, LLC
N/A—3,563-3,563-100%$1.8M———
Schnieders Capital Management, Llc.
N/A—3,557-3,557-100%$1.8M———
Greykasell Wealth Strategies, Inc.
N/A—3,551-3,551-100%$1.8M———
Portland Global Advisors LLC
N/A—3,547-3,547-100%$1.8M———
Stance Capital LLC
N/A—3,545-3,545-100%$1.8M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,541-3,541-100%$1.8M———
BlueSpruce Investments, LP
N/A—3,512-3,512-100%$1.8M———
Proficio Capital Partners LLC
N/A—3,498-3,498-100%$1.8M———
Prestige Wealth Management Group LLC
N/A—3,496-3,496-100%$1.8M———
Capital & Planning, LLC
N/A—3,487-3,487-100%$1.8M———
SCS Capital Management LLC
N/A—3,446-3,446-100%$1.8M———
Oxford Financial Group, Ltd. LLC
N/A—3,446-3,446-100%$1.8M———
44 Wealth Management LLC
N/A—3,441-3,441-100%$1.8M———
Richmond Brothers, Inc.
N/A—3,411-3,411-100%$1.8M———
Cahill Financial Advisors Inc
N/A—3,404-3,404-100%$1.7M———
Ethos Financial Group, LLC
N/A—3,403-3,403-100%$1.9M———
Synergy Financial Group, LTD
N/A—3,379-3,379-100%$1.7M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,378-3,378-100%$1.7M———
Continuum Advisory, LLC
N/A—3,356-3,356-100%$1.7M———
Prelude Capital Management, LLC
N/A—3,315-3,315-100%$1.7M———
Intellectus Partners, LLC
N/A—3,312-3,312-100%$1.7M———
Nicholson Wealth Management Group, LLC
N/A—3,310-3,310-100%$1.7M———
Cvfg LLC
N/A—3,299-3,299-100%$1.7M———
RD Lewis Holdings, Inc.
N/A—3,235-3,235-100%$1.8M———
Omnia Family Wealth, LLC
N/A—3,202-3,202-100%$1.6M———
Lbmc Investment Advisors, LLC
N/A—3,188-3,188-100%$1.6M———
Alaethes Wealth, LLC
N/A—3,185-3,185-100%$1.6M———
Keel Point, LLC
N/A—3,180-3,180-100%$1.6M———
Aft, Forsyth & Sober, LLC
N/A—3,175-3,175-100%$1.6M———
Sierra Legacy Group
N/A—3,175-3,175-100%$1.6M———
Defiance ETFs, LLC
N/A—3,175-3,175-100%$1.7M———
Ellevest, Inc.
N/A—3,149-3,149-100%$1.6M———
Ratan Capital Management LP
N/A—3,100-3,100-100%$1.6M———
LM Advisors LLC
N/A—3,055-3,055-100%$1.6M———
Jackson Wealth Management, LLC
N/A—3,043-3,043-100%$1.6M———
Capital Counsel LLC
N/A—3,038-3,038-100%$1.6M———
Mmbg Investment Advisors Co.
N/A—3,030-3,030-100%$1.6M———
Private Capital Management, LLC
N/A—3,017-3,017-100%$1.5M———
VeraBank, N.A.
N/A—3,013-3,013-100%$1.5M———
Waterloo Capital, L.P.
N/A—3,009-3,009-100%$1.5M———
OneAscent Financial Services LLC
N/A—3,004-3,004-100%$1.5M———
Evernest Financial Advisors, LLC
N/A—3,000-3,000-100%$1.5M———
Aspen Grove Capital, LLC
N/A—2,994-2,994-100%$1.5M———
Wellspring Financial Advisors, LLC
N/A—2,974-2,974-100%$1.5M———
Morse Asset Management, Inc
N/A—2,955-2,955-100%$1.5M———
West Family Investments, Inc.
N/A—2,951-2,951-100%$1.5M———
Fukoku Mutual Life Insurance Co
N/A—2,947-2,947-100%$1.5M———
Wrapmanager Inc
N/A—2,946-2,946-100%$1.5M———
MJP Associates Inc
N/A—2,931-2,931-100%$1.5M———
Meridian Wealth Advisors, LLC
N/A—2,897-2,897-100%$1.5M———
Atlas Legacy Advisors, LLC
N/A—2,883-2,883-100%$1.5M———
Gilbert & Cook, Inc.
N/A—2,842-2,842-100%$1.5M———
Pitcairn Wealth Advisors LLC
N/A—2,840-2,840-100%$1.5M———
Drive Wealth Management, LLC
N/A—2,806-2,806-100%$1.4M———
Everpar Advisors LLC
N/A—2,799-2,799-100%$1.4M———
Forum Finance Group S.A.
N/A—2,789-2,789-100%$1.2K———
Boston Family Office LLC
N/A—2,763-2,763-100%$1.4M———
Klingenstein Fields & Co LP
N/A—2,734-2,734-100%$1.4M———
Algert Global LLC
N/A—2,734-2,734-100%$1.4M———
Rothschild Investment LLC
N/A—2,696-2,696-100%$1.4M———
Gateway Wealth Partners, LLC
N/A—2,673-2,673-100%$1.4M———
Pointe Capital Management LLC
N/A—2,669-2,669-100%$1.4M———
Twin City Private Wealth, LLC
N/A—2,642-2,642-100%$1.4M———
Perennial Investment Advisors, LLC
N/A—2,634-2,634-100%$1.4M———
Camelot Portfolios, LLC
N/A—2,608-2,608-100%$1.3M———
Legato Capital Management LLC
N/A—2,580-2,580-100%$1.3M———
Fielder Capital Group LLC
N/A—2,578-2,578-100%$1.3M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—2,576-2,576-100%$1.3M———
Cercano Management LLC
N/A—2,574-2,574-100%$1.3M———
McGowan Group Asset Management, Inc.
N/A—2,532-2,532-100%$1.3M———
Blalock Williams, LLC
N/A—2,522-2,522-100%$1.3M———
BSW Wealth Partners
N/A—2,507-2,507-100%$1.3M———
Bannerstone Capital Management, LLC
N/A—2,493-2,493-100%$1.3M———
Leith Wheeler Investment Counsel Ltd.
N/A—2,490-2,490-100%$1.3M———
Sagewood Asset Management LP
N/A—2,486-2,486-100%$1.3M———
Wallace Capital Management Inc.
N/A—2,478-2,478-100%$1.3M———
Pacific Point Advisors, LLC
N/A—2,472-2,472-100%$1.3M———
Red Wave Investments LLC
N/A—2,436-2,436-100%$1.3M———
Advyzon Investment Management, LLC
N/A—2,425-2,425-100%$1.2M———
Cambient Family Office, LLC
N/A—2,422-2,422-100%$1.2M———
Pine Valley Investments Ltd Liability Co
N/A—2,412-2,412-100%$1.2M———
OneAscent Family Office, LLC
N/A—2,411-2,411-100%$1.2M———
Chesapeake Wealth Management
N/A—2,409-2,409-100%$1.2M———
Cascade Financial Partners, LLC
N/A—2,399-2,399-100%$1.2M———
HighVista Strategies LLC
N/A—2,384-2,384-100%$1.2M———
Act Two Investors LLC
N/A—2,344-2,344-100%$1.2M———
Calydon Capital
N/A—2,343-2,343-100%$1.2M———
CIM Investment Management Inc
N/A—2,342-2,342-100%$1.2M———
Basecamp Wealth Advisors LLC
N/A—2,318-2,318-100%$1.2M———
Maren Capital LLC
N/A—2,315-2,315-100%$1.2M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—2,290-2,290-100%$1.2M———
Field & Main Bank
N/A—2,283-2,283-100%$1.2M———
Guardian Wealth Advisors, LLC / NC
N/A—2,275-2,275-100%$1.2M———
Walter & Keenan Wealth Management LLC
N/A—2,269-2,269-100%$1.2M———
Performance Wealth Partners, LLC
N/A—2,265-2,265-100%$1.2M———
Smart Money Group LLC
N/A—2,241-2,241-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—2,241-2,241-100%$1.2M———
Van Hulzen Asset Management, LLC
N/A—2,236-2,236-100%$1.1M———
SMA Capital LLC
N/A—2,229-2,229-100%$1.1M———
Mcguire Capital Advisors Inc
N/A—2,226-2,226-100%$1.1M———
JPL Wealth Management, LLC
N/A—2,222-2,222-100%$1.1M———
Storgate, LLC
N/A—2,213-2,213-100%$1.1M———
Pgim Custom Harvest LLC
N/A—2,213-2,213-100%$1.1M———
Crux Wealth Advisors
N/A—2,203-2,203-100%$1.1M———
Crawford Investment Counsel Inc
N/A—2,202-2,202-100%$1.1M———
Cyber Hornet ETFs LLC
N/A—2,201-2,201-100%$1.1M———
Scharf Investments, LLC
N/A—2,190-2,190-100%$1.1M———
Aster Capital Management (Difc) Ltd
N/A—2,175-2,175-100%$1.1M———
Seeds Investor LLC
N/A—2,173-2,173-100%$1.1M———
MWA Asset Management
N/A—2,170-2,170-100%$1.1M———
PCB Capital LLC
N/A—2,167-2,167-100%$1.1M———
Capital Advisors Inc
N/A—2,161-2,161-100%$1.1M———
IMA Advisory Services, Inc.
N/A—2,160-2,160-100%$1.1M———
Hayek Kallen Investment Management
N/A—2,159-2,159-100%$1.1M———
Lafayette Investments, Inc.
N/A—2,146-2,146-100%$1.1M———
Lombard Odier Asset Management (USA) Corp
N/A—2,143-2,143-100%$1.1M———
First Western Trust Bank
N/A—2,139-2,139-100%$1.1M———
Richard W. Paul & Associates, LLC
N/A—2,137-2,137-100%$1.1M———
Redwood Investment Management, LLC
N/A—2,130-2,130-100%$1.1M———
Manhattan West Asset Management, LLC
N/A—2,127-2,127-100%$1.1M———
CCG Wealth Management, LLC
N/A—2,124-2,124-100%$1.1M———
Boreal Capital Management LLC
N/A—2,118-2,118-100%$1.1M———
Fortis Capital Advisors, LLC
N/A—2,089-2,089-100%$1.1M———
Diametric Capital, LP
N/A—2,085-2,085-100%$1.1M———
Granite Harbor Advisors, Inc.
N/A—2,085-2,085-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—2,084-2,084-100%$1.1M———
Nvest Financial, LLC
N/A—2,074-2,074-100%$1.1M———
Transamerica Financial Advisors, LLC
N/A—2,066-2,066-100%$1.1M———
SHP Wealth Management
N/A—2,061-2,061-100%$1.1M———
Zhang Financial LLC
N/A—2,059-2,059-100%$1.1M———
AssuredPartners Investment Advisors, LLC
N/A—2,058-2,058-100%$1.1M———
Private Wealth Asset Management, LLC
N/A—2,053-2,053-100%$1.1M———
UP Strategic Wealth Investment Advisors LLC
N/A—2,053-2,053-100%$1.2M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,038-2,038-100%$1.0M———
Stonebridge Financial Group, LLC
N/A—2,038-2,038-100%$1.0M———
ST Germain D J Co Inc
N/A—2,016-2,016-100%$1.0M———
Dividend Assets Capital, LLC
N/A—2,010-2,010-100%$1.0M———
Range Advisory, LLC
N/A—2,004-2,004-100%$1.0M———
White Knight Strategic Wealth Advisors, LLC
N/A—1,989-1,989-100%$1.0M———
Red Door Wealth Management, LLC
N/A—1,988-1,988-100%$1.0M———
Sunflower Bank, N.A.
N/A—1,974-1,974-100%$1.0M———
Chancellor Financial Group WB LP
N/A—1,968-1,968-100%$1.0M———
Strategic Investment Advisors / MI
N/A—1,968-1,968-100%$1.0M———
Aristides Capital LLC
N/A—1,958-1,958-100%$1.0M———
Hansen & Associates Financial Group, Inc.
N/A—1,953-1,953-100%$1.0M———
Iron Gate Global Advisors LLC
N/A—1,951-1,951-100%$1.0M———
Stokes Family Office, LLC
N/A—1,934-1,934-100%$993.3K———
New Republic Capital, LLC
N/A—1,924-1,924-100%$988.3K———
Drucker Wealth 3.0, LLC
N/A—1,915-1,915-100%$983.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,904-1,904-100%$977.7K———
Canal Capital Management, LLC
N/A—1,903-1,903-100%$977.6K———
FFT Wealth Management LLC
N/A—1,901-1,901-100%$976.4K———
Granite Bay Wealth Management, LLC
N/A—1,900-1,900-100%$976.0K———
Runnymede Capital Advisors, Inc.
N/A—1,881-1,881-100%$966.1K———
CM Wealth Advisors LLC
N/A—1,862-1,862-100%$956.3K———
Strategic Wealth Partners, Ltd.
N/A—1,837-1,837-100%$943.5K———
Saiph Capital, LLC
N/A—1,835-1,835-100%$942.5K———
Northstar Financial Companies, Inc.
N/A—1,831-1,831-100%$940.3K———
Faithward Advisors, LLC
N/A—1,830-1,830-100%$940.0K———
Ducere Wealth Management LLC
N/A—1,823-1,823-100%$936.4K———
Alesco Advisors, LLC, An ESL Co
N/A—1,820-1,820-100%$934.8K———
FJ Capital Management LLC
N/A—1,810-1,810-100%$929.6K———
Lcnb Corp
N/A—1,808-1,808-100%$928.6K———
Brandywine Managers, LLC
N/A—1,785-1,785-100%$916.8K———
FLC Capital Advisors
N/A—1,781-1,781-100%$914.7K———
Florida Financial Advisors, LLC
N/A—1,772-1,772-100%$911.0K———
Crestmont Private Wealth LLC
N/A—1,768-1,768-100%$908.0K———
XTX Topco Ltd
N/A—1,761-1,761-100%$904.5K———
Secured Retirement Advisors, LLC
N/A—1,761-1,761-100%$904.2K———
Silicon Valley Capital Partners
N/A—1,742-1,742-100%$894.8K———
Trustmark Bank Trust Department
N/A—1,728-1,728-100%$887.5K———
Khazanah Nasional Berhad
N/A—1,723-1,723-100%$884.9K———
Clarendon Private LLC
N/A—1,707-1,707-100%$876.7K———
Reliant Investment Partners, LLC
N/A—1,705-1,705-100%$875.7K———
Strategic Financial Services, Inc.
N/A—1,702-1,702-100%$874.1K———
Limestone Investment Advisors LP
N/A—1,700-1,700-100%$873.1K———
Brave Asset Management Inc
N/A—1,699-1,699-100%$872.6K———
Arcus Capital Partners, LLC
N/A—1,688-1,688-100%$867.0K———
Carr Financial Group Corp
N/A—1,685-1,685-100%$865.3K———
Portland Investment Counsel Inc.
N/A—1,682-1,682-100%$863.9K———
PAX Financial Group, LLC
N/A—1,680-1,680-100%$862.9K———
Cape COD Five Cents Savings Bank
N/A—1,675-1,675-100%$860.3K———
Vela Investment Management, LLC
N/A—1,661-1,661-100%$853.1K———
Samara Investment Management, LLC
N/A—1,661-1,661-100%$853.1K———
Tevis Investment Management
N/A—1,655-1,655-100%$850.0K———
Paladin Advisory Group, LLC
N/A—1,640-1,640-100%$842.3K———
S Harris Financial Group, LLC
N/A—1,639-1,639-100%$841.6K———
Stonebrook Private Inc.
N/A—1,633-1,633-100%$838.9K———
1248 Management, LLC
N/A—1,604-1,604-100%$823.8K———
LaSalle St. Investment Advisors, LLC
N/A—1,602-1,602-100%$822.7K———
X-Square Capital, LLC
N/A—1,594-1,594-100%$819.0K———
Banco BTG Pactual S.A.
N/A—1,590-1,590-100%$816.6K———
Beaton Management Co. Inc.
N/A—1,582-1,582-100%$813.0K———
Webster Bank, N. A.
N/A—1,579-1,579-100%$811.0K———
Landing Point Financial Group, LLC
N/A—1,578-1,578-100%$810.5K———
Abound Financial, LLC
N/A—1,570-1,570-100%$806.2K———
McLaughlin Asset Management, Inc.
N/A—1,566-1,566-100%$804.3K———
George Kaiser Family Foundation
N/A—1,565-1,565-100%$803.8K———
Advance Capital Management, Inc.
N/A—1,561-1,561-100%$801.8K———
Bridgefront Capital, LLC
N/A—1,559-1,559-100%$800.7K———
MainStreet Investment Advisors LLC
N/A—1,553-1,553-100%$797.6K———
VAN DEN Berg Management I, Inc
N/A—1,553-1,553-100%$797.6K———
Sivia Capital Partners, LLC
N/A—1,528-1,528-100%$784.8K———
1776 Wealth LLC
N/A—1,526-1,526-100%$783.8K———
Sand Hill Global Advisors, LLC
N/A—1,520-1,520-100%$780.8K———
Sfmg, LLC
N/A—1,519-1,519-100%$780.1K———
First National Bank of Hutchinson
N/A—1,514-1,514-100%$777.6K———
Klcm Advisors, Inc.
N/A—1,511-1,511-100%$776.1K———
Itau Unibanco Holding S.A.
N/A—1,500-1,500-100%$770.4K———
Steigerwald, Gordon & Koch Inc.
N/A—1,488-1,488-100%$764.2K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,485-1,485-100%$762.9K———
Round Hill Asset Management
N/A—1,470-1,470-100%$755.0K———
Madison Asset Management, LLC
N/A—1,465-1,465-100%$752.4K———
MOR Wealth Management, LLC
N/A—1,455-1,455-100%$747.3K———
Jacobs Levy Equity Management, Inc
N/A—1,451-1,451-100%$745.2K———
Forefront Wealth Partners, LLC
N/A—1,447-1,447-100%$743.3K———
Atlanta Consulting Group Advisors, LLC
N/A—1,442-1,442-100%$740.6K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,441-1,441-100%$740.1K———
Sierra Capital LLC
N/A—1,440-1,440-100%$739.6K———
AXA S.A.
N/A—1,427-1,427-100%$636.1K———
GTS Securities LLC
N/A—1,423-1,423-100%$730.9K———
Stonebridge Financial Group, LLC / MO
N/A—1,417-1,417-100%$727.5K———
OneAscent Investment Solutions LLC
N/A—1,406-1,406-100%$722.1K———
Claret Asset Management Corp
N/A—1,399-1,399-100%$719.0K———
Rice Partnership, LLC
N/A—1,393-1,393-100%$715.4K———
PSI Advisors, LLC
N/A—1,378-1,378-100%$707.7K———
Northwest Quadrant Wealth Management, LLC
N/A—1,377-1,377-100%$707.0K———
Expressive Wealth LLC
N/A—1,371-1,371-100%$704.2K———
JT Stratford LLC
N/A—1,363-1,363-100%$700.0K———
Sun Financial Inc
N/A—1,362-1,362-100%$767.2K———
Coign Capital Advisors LLC
N/A—1,358-1,358-100%$697.5K———
BlackDiamond Wealth Management, LLC
N/A—1,358-1,358-100%$764.8K———
EWA, LLC
N/A—1,357-1,357-100%$697.0K———
17 Capital Partners, LLC
N/A—1,347-1,347-100%$691.8K———
Magnetar Financial LLC
N/A—1,344-1,344-100%$690.3K———
Westmount Partners, LLC
N/A—1,343-1,343-100%$689.9K———
Seascape Capital Management
N/A—1,342-1,342-100%$690.0K———
Severin Investments, LLC
N/A—1,337-1,337-100%$686.6K———
Morris Financial Concepts, Inc.
N/A—1,336-1,336-100%$686.3K———
DV Trading LLC
N/A—1,329-1,329-100%$682.6K———
Dark Forest Capital Management LP
N/A—1,321-1,321-100%$678.5K———
Hudson Bay Capital Management LP
N/A—1,320-1,320-100%$678.0K———
Fund Advisors of America Inc
N/A—1,318-1,318-100%$676.8K———
Keystone Financial Group
N/A—1,315-1,315-100%$675.2K———
Pennington Partners & Co., LLC
N/A—1,313-1,313-100%$674.3K———
Becker Capital Management Inc
N/A—1,312-1,312-100%$673.8K———
Cauble & Harre Wealth Management, Inc.
N/A—1,312-1,312-100%$673.8K———
Sound View Wealth Advisors Group, LLC
N/A—1,309-1,309-100%$672.4K———
Fred Alger Management, LLC
N/A—1,305-1,305-100%$670.2K———
Lowe Brockenbrough & Co Inc
N/A—1,302-1,302-100%$668.7K———
OneAscent Wealth Management LLC
N/A—1,291-1,291-100%$663.1K———
One Wealth Map LLC
N/A—1,289-1,289-100%$726.0K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,265-1,265-100%$649.7K———
Hexagon Capital Partners LLC
N/A—1,257-1,257-100%$645.6K———
Berkshire Asset Management LLC
N/A—1,257-1,257-100%$645.4K———
KEB Asset Management, LLC
N/A—1,254-1,254-100%$644.1K———
Safeguard Investment Advisory Group, LLC
N/A—1,248-1,248-100%$641.1K———
Compass Capital Corp
N/A—1,247-1,247-100%$695.1K———
Pine Harbor Wealth Management, LLC
N/A—1,243-1,243-100%$638.5K———
Passive Capital Management, Llc.
N/A—1,241-1,241-100%$708.5K———
Aureus Asset Management, LLC
N/A—1,241-1,241-100%$637.4K———
Wallace Advisory Group, LLC
N/A—1,238-1,238-100%$635.8K———
Clare Market Investments LLC
N/A—1,237-1,237-100%$635.4K———
Palisades Hudson Asset Management, L.P.
N/A—1,237-1,237-100%$631.0K———
Continental Investors Services, Inc.
N/A—1,236-1,236-100%$705.0K———
Cardiff Park Advisors, LLC
N/A—1,236-1,236-100%$635.0K———
Horizon Bancorp Inc
N/A—1,232-1,232-100%$633.0K———
LRI Investments, LLC
N/A—1,232-1,232-100%$632.9K———
Kiley Juergens Wealth Management, LLC
N/A—1,222-1,222-100%$627.8K———
Kera Capital Partners, Inc.
N/A—1,220-1,220-100%$626.6K———
US Asset Management LLC
N/A—1,219-1,219-100%$626.1K———
Core Alternative Capital
N/A—1,218-1,218-100%$625.6K———
Wealth Management Associates, Inc.
N/A—1,218-1,218-100%$625.5K———
Tradition Wealth Management, LLC
N/A—1,215-1,215-100%$624.0K———
Colonial Trust Co / SC
N/A—1,214-1,214-100%$623.5K———
Wexford Capital LP
N/A—1,208-1,208-100%$620.4K———
Legacy Wealth Advisors, LLC
N/A—1,173-1,173-100%$602.5K———
Brave Warrior Advisors, LLC
N/A—1,172-1,172-100%$601.9K———
Waddell & Associates, LLC
N/A—1,168-1,168-100%$599.9K———
Wealthedge Investment Advisors, LLC
N/A—1,149-1,149-100%$590.4K———
Generation Capital Management LLC
N/A—1,147-1,147-100%$589.1K———
Foster & Motley Inc
N/A—1,143-1,143-100%$587.0K———
Sompo Asset Management Co., Ltd.
N/A—1,140-1,140-100%$585.5K———
Westfuller Advisors, LLC
N/A—1,131-1,131-100%$581.0K———
Spwm Advisors LLC
N/A—1,120-1,120-100%$608.8K———
Sandy Cove Advisors, LLC
N/A—1,120-1,120-100%$575.1K———
Talon Private Wealth, LLC
N/A—1,117-1,117-100%$573.7K———
Wulff, Hansen & Co.
N/A—1,115-1,115-100%$572.7K———
Financial Advisors Network, Inc.
N/A—1,113-1,113-100%$571.6K———
Fortress Private Ledger, LLC
N/A—1,109-1,109-100%$569.6K———
Darwin Wealth Management, LLC
N/A—1,107-1,107-100%$568.9K———
Cheviot Value Management, LLC
N/A—1,103-1,103-100%$566.5K———
Summit Wealth & Retirement Planning, Inc.
N/A—1,102-1,102-100%$566.0K———
Ascension Capital Advisors, Inc.
N/A—1,096-1,096-100%$562.9K———
KMT Wealth Management, LLC
N/A—1,094-1,094-100%$561.9K———
Betterment LLC
N/A—1,092-1,092-100%$561.0K———
Jackson Thornton Wealth Management, LLC
N/A—1,091-1,091-100%$560.3K———
Fullerton Fund Management Co Ltd.
N/A—1,081-1,081-100%$555.2K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,072-1,072-100%$550.6K———
FAS Wealth Partners, Inc.
N/A—1,064-1,064-100%$546.3K———
Strathmore Capital Advisors, Inc.
N/A—1,062-1,062-100%$571.7K———
NorthStar Asset Management LLC
N/A—1,062-1,062-100%$545.6K———
Entelevest, LLC
N/A—1,059-1,059-100%$543.9K———
Liberty Wealth Management LLC
N/A—1,059-1,059-100%$529.0K———
Impact Partnership Wealth, LLC
N/A—1,057-1,057-100%$542.9K———
Mason & Associates Inc
N/A—1,054-1,054-100%$541.2K———
Ranch Capital Advisors Inc.
N/A—1,042-1,042-100%$535.3K———
Shufro Rose & Co LLC
N/A—1,040-1,040-100%$534.0K———
Motco
N/A—1,038-1,038-100%$533.1K———
Select Asset Management & Trust
N/A—1,038-1,038-100%$524.0K———
Madison Wealth Partners, Inc
N/A—1,035-1,035-100%$531.6K———
Argent Advisors, Inc.
N/A—1,034-1,034-100%$531.1K———
Wall Street Financial Group, Inc.
N/A—1,031-1,031-100%$529.6K———
Dynamic Technology Lab Private Ltd
N/A—1,027-1,027-100%$527.0K———
City National Bank of Florida
N/A—1,016-1,016-100%$521.8K———
Proffitt & Goodson Inc
N/A—1,015-1,015-100%$521.3K———
Magnolia Private Wealth, LLC
N/A—1,013-1,013-100%$520.3K———
Kanen Wealth Management LLCA
N/A—1,000-1,000-100%$513.6K———
JMG Financial Group, Ltd.
N/A—999-999-100%$513.3K———
Fourth Dimension Wealth, LLC
N/A—992-992-100%$509.5K———
Potomac Fund Management Inc
N/A—989-989-100%$507.7K———
FSB Premier Wealth Management, Inc.
N/A—977-977-100%$502.0K———
New World Advisors LLC
N/A—977-977-100%$501.8K———
CMT Capital Markets Trading GmbH
N/A—976-976-100%$501.0K———
Godshalk Welsh Capital Management, Inc.
N/A—960-960-100%$493.1K———
Glen Eagle Advisors, LLC
N/A—954-954-100%$490.1K———
Tiaa Trust, National Association
N/A—948-948-100%$486.9K———
denkapparat Operations GmbH
N/A—946-946-100%$485.9K———
Capula Management Ltd
N/A—945-945-100%$485.4K———
First American Trust, FSB
N/A—944-944-100%$485.1K———
Swan Global Investments, LLC
N/A—940-940-100%$482.8K———
Brookwood Investment Group LLC
N/A—940-940-100%$482.8K———
WealthShield Partners, LLC
N/A—932-932-100%$478.7K———
Aberdeen Wealth Management LLC
N/A—928-928-100%$476.5K———
Bank Hapoalim BM
N/A—928-928-100%$477.0K———
Van Diest Capital, LLC
N/A—915-915-100%$469.8K———
Marble Wealth, LLC
N/A—913-913-100%$468.8K———
Crews Bank & Trust
N/A—910-910-100%$467.4K———
Sound Capital Solutions LLC
N/A—909-909-100%$466.9K———
Optimize Financial Inc.
N/A—909-909-100%$466.9K———
Symphony Financial Services, Inc.
N/A—903-903-100%$463.9K———
Paces Ferry Wealth Advisors, LLC
N/A—889-889-100%$456.7K———
Northstar Group, Inc.
N/A—889-889-100%$456.7K———
Consilio Wealth Advisors, LLC
N/A—876-876-100%$450.0K———
Colonial Trust Advisors
N/A—872-872-100%$447.9K———
Keating Financial Advisory Services, Inc.
N/A—867-867-100%$445.3K———
Vantus Wealth LLC
N/A—862-862-100%$442.7K———
Hurricane Capital Advisors LLC
N/A—861-861-100%$442.2K———
Elgethun Capital Management
N/A—856-856-100%$439.6K———
M1 Capital Management LLC
N/A—852-852-100%$437.6K———
Group One Trading LLC
N/A—852-852-100%$437.6K———
Twin Peaks Wealth Advisors, LLC
N/A—840-840-100%$431.4K———
North Dallas Bank & Trust Co
N/A—839-839-100%$430.9K———
Blueshift Asset Management, LLC
N/A—838-838-100%$430.4K———
Pasadena Private Wealth, LLC
N/A—838-838-100%$430.4K———
Navalign, LLC
N/A—837-837-100%$429.9K———
Fi3 Financial Advisors, LLC
N/A—836-836-100%$347.8K———
Mission Creek Capital Partners, Inc.
N/A—831-831-100%$426.8K———
Phillips Wealth Planners LLC
N/A—826-826-100%$439.1K———
Tobias Financial Advisors, Inc.
N/A—822-822-100%$422.1K———
Elm Partners Management LLC
N/A—815-815-100%$418.6K———
Alteri Wealth LLC
N/A—812-812-100%$416.9K———
Causey Wealth LLC
N/A—806-806-100%$414.0K———
National Philanthropic Trust
N/A—803-803-100%$412.4K———
Palogic Value Management, L.P.
N/A—802-802-100%$411.9K———
Tiemann Investment Advisors, LLC
N/A—799-799-100%$410.4K———
Fortis Advisors, LLC
N/A—791-791-100%$406.3K———
Ponta Wealth Partners, LLC
N/A—787-787-100%$404.2K———
Wealthquest Corp
N/A—785-785-100%$403.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—777-777-100%$398.9K———
Bulltick Wealth Management, LLC
N/A—775-775-100%$398.0K———
HHM Wealth Advisors, LLC
N/A—769-769-100%$394.9K———
Osborne Partners Capital Management, LLC
N/A—764-764-100%$392.2K———
West Michigan Advisors, LLC
N/A—764-764-100%$392.4K———
Berkeley Capital Partners, LLC
N/A—762-762-100%$391.4K———
Wellington-Altus USA Inc.
N/A—756-756-100%$377.7K———
Capital Investment Management, Inc.
N/A—747-747-100%$383.7K———
Capstone Financial Advisors, Inc.
N/A—746-746-100%$383.2K———
Purpose Unlimited Inc.
N/A—741-741-100%$380.7K———
Cumberland Partners Ltd
N/A—735-735-100%$377.5K———
Bull Harbor Capital LLC
N/A—731-731-100%$375.4K———
Z3 Capital Partners, LLC
N/A—730-730-100%$374.9K———
Prosperity Bancshares Inc
N/A—726-726-100%$372.9K———
Riverview Capital Advisers, LLC
N/A—722-722-100%$371.0K———
Founders Financial Alliance, LLC
N/A—722-722-100%$370.8K———
Dogwood Wealth Management LLC
N/A—720-720-100%$369.8K———
Frisch Financial Group, Inc.
N/A—718-718-100%$368.8K———
Provident Co of the Employees of the Hebrew University LTD
N/A—718-718-100%$368.8K———
Vectors Research Management, LLC
N/A—711-711-100%$365.2K———
JMN Financial LLC
N/A—710-710-100%$364.7K———
Delta Investment Management, LLC
N/A—704-704-100%$361.8K———
Alta Wealth Advisors LLC
N/A—702-702-100%$360.6K———
Fiduciary Financial Advisors
N/A—700-700-100%$355.3K———
Millstone Evans Group, LLC
N/A—695-695-100%$357.1K———
CNB Bank
N/A—686-686-100%$352.3K———
Garden State Investment Advisory Services LLC
N/A—684-684-100%$351.2K———
Kapstone Financial Advisors LLC
N/A—677-677-100%$347.7K———
Investment Advisory Group, LLC
N/A—677-677-100%$347.6K———
Thompson David Blair
N/A—665-665-100%$341.5K———
Oberweis Asset Management Inc/
N/A—662-662-100%$340.0K———
Semper Augustus Investments Group LLC
N/A—658-658-100%$338.0K———
FWG Holdings, LLC
N/A—658-658-100%$355.2K———
Concentrum Wealth Management
N/A—656-656-100%$336.9K———
Per Stirling Capital Management, Llc.
N/A—655-655-100%$336.6K———
Motley Fool Wealth Management, LLC
N/A—650-650-100%$333.9K———
Genesis Financial Group, LLC
N/A—648-648-100%$332.6K———
Financial Gravity Companies, Inc.
N/A—643-643-100%$330.2K———
Vance Wealth, LLC
N/A—642-642-100%$329.8K———
LeClair Wealth Partners LLC
N/A—641-641-100%$329.0K———
Wealth Watch Advisors, Inc
N/A—641-641-100%$329.2K———
iSAM Funds (UK) Ltd
N/A—640-640-100%$328.7K———
Precision Wealth Strategies, LLC
N/A—639-639-100%$328.2K———
Harvest Portfolios Group Inc.
N/A—639-639-100%$328.2K———
Octavia Wealth Advisors, LLC
N/A—638-638-100%$327.7K———
Tidemark, LLC
N/A—635-635-100%$326.0K———
Mark Sheptoff Financial Planning, LLC
N/A—635-635-100%$326.1K———
McMillan Office, Inc.
N/A—635-635-100%$326.1K———
Greenline Wealth Management LLC
N/A—632-632-100%$324.4K———
Custos Family Office, LLC
N/A—631-631-100%$324.1K———
Caldwell Sutter Capital, Inc.
N/A—630-630-100%$323.6K———
Chicago Wealth Management, Inc.
N/A—629-629-100%$323.1K———
Planning Alternatives LTD
N/A—628-628-100%$322.3K———
Tranquilli Financial Advisor LLC
N/A—624-624-100%$320.5K———
Topsail Wealth Management, LLC
N/A—622-622-100%$319.5K———
Polymer Capital Management (US) LLC
N/A—622-622-100%$319.5K———
Brio Consultants, LLC
N/A—620-620-100%$318.4K———
Meridian Wealth Partners, LLC
N/A—618-618-100%$317.5K———
Aimz Investment Advisors, LLC
N/A—617-617-100%$316.9K———
SSI Investment Management LLC
N/A—617-617-100%$316.9K———
United Bank
N/A—615-615-100%$315.9K———
Cornerstone Financial Management LLC
N/A—613-613-100%$314.8K———
WFA of San Diego, LLC
N/A—612-612-100%$347.0K———
Osprey Private Wealth LLC
N/A—597-597-100%$306.4K———
Members Trust Co
N/A—596-596-100%$306.1K———
Chase Investment Counsel Corp
N/A—593-593-100%$304.0K———
Bravias Capital Group, LLC
N/A—591-591-100%$303.5K———
IQ EQ Fund Management (Ireland) Ltd
N/A—586-586-100%$301.0K———
Wayfinding Financial, LLC
N/A—586-586-100%$300.0K———
Vines Capital Management, LLC
N/A—584-584-100%$300.2K———
Tribridge Partners Financial LLC
N/A—579-579-100%$319.4K———
Blue Chip Partners, LLC
N/A—575-575-100%$295.1K———
N.E.W. Advisory Services LLC
N/A—565-565-100%$290.2K———
Centennial Bank
N/A—565-565-100%$290.2K———
Tulsa Wealth Advisors, Inc
N/A—561-561-100%$288.2K———
Marco Investment Management LLC
N/A—557-557-100%$286.1K———
Stillwater Private Wealth, LLC
N/A—556-556-100%$311———
Oxford Wealth Group, LLC
N/A—556-556-100%$285.6K———
Intrinsic Value Partners, LLC
N/A—555-555-100%$285.0K———
Drake & Associates, LLC
N/A—555-555-100%$285.0K———
Sonoma Allocations LLC
N/A—554-554-100%$293.8K———
Cofg Advisors, LLC
N/A—548-548-100%$281.6K———
Painted Porch Advisors LLC
N/A—545-545-100%$279.9K———
Gambit Capital Management, LLC
N/A—541-541-100%$277.9K———
Prasad Wealth Partners, LLC
N/A—537-537-100%$275.9K———
Osbon Capital Management LLC
N/A—533-533-100%$273.8K———
Summit Wealth Group, LLC
N/A—530-530-100%$272.3K———
Cornerstone Select Advisors, LLC
N/A—529-529-100%$271.7K———
Keyvantage Wealth, LLC
N/A—528-528-100%$271.2K———
Rodgers Brothers Inc.
N/A—526-526-100%$270.2K———
GWN Securities Inc.
N/A—525-525-100%$269.6K———
Stonebridge Capital Advisors LLC
N/A—524-524-100%$269.3K———
Indie Asset Partners, LLC
N/A—518-518-100%$266.0K———
Denver Wealth Management, Inc.
N/A—518-518-100%$266.1K———
Palumbo Wealth Management LLC
N/A—517-517-100%$265.5K———
Parsonex Advisory Services, Inc.
N/A—517-517-100%$265.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—513-513-100%$263.5K———
Empirical Asset Management, LLC
N/A—513-513-100%$263.4K———
O'rourke & Company, Inc
N/A—508-508-100%$261.0K———
Daner Wealth Management, LLC
N/A—507-507-100%$287.5K———
Westbourne Investments, Inc.
N/A—505-505-100%$259.4K———
Fiduciary Wealth Partners, LLC
N/A—505-505-100%$259.4K———
STG Securities, LLC
N/A—505-505-100%$259.4K———
Bernard Wealth Management Corp.
N/A—504-504-100%$258.9K———
Acorns Advisers, LLC
N/A—504-504-100%$259.0K———
Roberts Glore & Co Inc
N/A—502-502-100%$257.8K———
Doheny Asset Management
N/A—500-500-100%$257.0K———
M3 Advisory Group, LLC
N/A—495-495-100%$254.0K———
Pitti Group Wealth Management, LLC
N/A—495-495-100%$254.2K———
Synergy Investment Management, LLC
N/A—494-494-100%$275.3K———
Calton & Associates, Inc.
N/A—494-494-100%$253.7K———
Regimen Wealth, LLC
N/A—493-493-100%$253.0K———
Trustco Bank Corp N Y
N/A—490-490-100%$251.7K———
Holistic Financial Partners
N/A—489-489-100%$250.9K———
Blackhawk Capital Partners, LLC
N/A—488-488-100%$250.8K———
LifePlan Investment Advisors, Inc.
N/A—486-486-100%$249.6K———
Glassy Mountain Advisors, Inc.
N/A—485-485-100%$249.1K———
Panoramic Capital Partners, LLC
N/A—481-481-100%$247.0K———
Cape ANN Savings Bank
N/A—481-481-100%$247.0K———
Flatrock Wealth Partners LLC
N/A—479-479-100%$246.1K———
Park Place Capital Corp
N/A—477-477-100%$245.0K———
Thomasville National Bank
N/A—476-476-100%$244.5K———
Everest Private Wealth
N/A—472-472-100%$242.4K———
Knightsbridge Asset Management, LLC
N/A—471-471-100%$241.9K———
Fieldview Capital Management, LLC
N/A—469-469-100%$240.9K———
Independent Family Office, LLC
N/A—467-467-100%$239.9K———
Mokan Wealth Management Inc.
N/A—463-463-100%$237.5K———
RNC Capital Management LLC
N/A—462-462-100%$237.1K———
Eaton-Cambridge Inc.
N/A—462-462-100%$237.3K———
Integrated Quantitative Investments LLC
N/A—461-461-100%$236.8K———
Intrepid Capital Management Inc
N/A—460-460-100%$236.4K———
Tower Wealth Partners, Inc.
N/A—458-458-100%$235.2K———
Advocacy Wealth Management, LLC
N/A—457-457-100%$234.7K———
Bouchey Financial Group, Ltd.
N/A—456-456-100%$234.4K———
Golden Road Advisors LLC
N/A—456-456-100%$234.2K———
Seldon Capital LP
N/A—454-454-100%$233.2K———
Wick Capital Partners, LLC
N/A—454-454-100%$233.2K———
Orcam Financial Group
N/A—453-453-100%$232.7K———
Roehl & Yi Investment Advisors, LLC
N/A—450-450-100%$231.1K———
Horizon Investment Services, LLC
N/A—447-447-100%$229.7K———
Mizuho Markets Cayman LP
N/A—445-445-100%$228.6K———
Evergreen Wealth Partners LLC
N/A—445-445-100%$228.7K———
Peak Retirement Planning, Inc.
N/A—445-445-100%$228.4K———
1015 Capital Partners, LLC
N/A—441-441-100%$226.5K———
Petix & Botte Co
N/A—436-436-100%$223.9K———
Operose Advisors LLC
N/A—436-436-100%$223.9K———
Riverstone Advisors, LLC
N/A—434-434-100%$222.9K———
Keystone Financial Services
N/A—434-434-100%$223.0K———
Cladis Investment Advisory, LLC
N/A—429-429-100%$220.1K———
Steelhead Wealth Management LLC
N/A—427-427-100%$219.0K———
Ellenbecker Investment Group
N/A—427-427-100%$219.8K———
Retirement Planning Group, LLC / NY
N/A—427-427-100%$219.2K———
LWM Advisory Services, LLC
N/A—426-426-100%$218.8K———
Greenwich Wealth Management LLC
N/A—424-424-100%$218.0K———
SageGuard Financial Group, LLC
N/A—424-424-100%$217.5K———
Caerus Investment Advisors, LLC
N/A—423-423-100%$217.3K———
VestGen Investment Management
N/A—421-421-100%$216.2K———
Allium Financial Advisors, LLC
N/A—420-420-100%$215.7K———
Earnest Partners LLC
N/A—420-420-100%$215.7K———
Castle Wealth Management LLC
N/A—418-418-100%$214.8K———
Inspire Advisors, LLC
N/A—418-418-100%$215.1K———
Lifeworks Advisors, LLC
N/A—418-418-100%$214.7K———
Lansing Street Advisors
N/A—416-416-100%$213.5K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—415-415-100%$213.1K———
S&T Bank
N/A—413-413-100%$212.1K———
Core Wealth Advisors, Inc.
N/A—413-413-100%$211.9K———
Cedarwood Wealth LLC
N/A—411-411-100%$210.9K———
CCM Investment Advisers LLC
N/A—409-409-100%$210.1K———
Fiducient Advisors LLC
N/A—406-406-100%$208.5K———
Wescott Financial Advisory Group, LLC
N/A—405-405-100%$207.9K———
Consultiva Wealth Management, Corp.
N/A—400-400-100%$205.4K———
Pinnacle Holdings, LLC
N/A—400-400-100%$205.4K———
Monograph Wealth Advisors, LLC
N/A—400-400-100%$205.4K———
Storen Legacy Partners, LLC
N/A—399-399-100%$205.2K———
RPS Advisory Solutions LLC
N/A—397-397-100%$203.7K———
Maxele Advisors, LLC
N/A—395-395-100%$202.9K———
Mairs & Power Inc
N/A—395-395-100%$202.9K———
Alexander Labrunerie & Co., Inc.
N/A—394-394-100%$202.4K———
Caitlin John, LLC
N/A—383-383-100%$196.5K———
Godfrey Financial Associates, Inc.
N/A—365-365-100%$187.5K———
Sachetta, LLC
N/A—364-364-100%$187.0K———
Core Capital Management & Research, inc.
N/A—359-359-100%$208.4K———
Napier Financial, LLC
N/A—337-337-100%$173.2K———
Front Row Advisors LLC
N/A—329-329-100%$184.7K———
PIN OAK Investment Advisors Inc
N/A—321-321-100%$165.0K———
Rialto Wealth Management, LLC
N/A—318-318-100%$163.3K———
Bank of the Bluegrass & Trust Co.
N/A—311-311-100%$171.5K———
Ameriflex Group, Inc.
N/A—309-309-100%$158.6K———
SkyView Investment Advisors, LLC
N/A—300-300-100%$154.0K———
SOA Wealth Advisors, Llc.
N/A—296-296-100%$152.1K———
Raffa Wealth Management, LLC
N/A—281-281-100%$144.3K———
Twin Lakes Capital Management, LLC
N/A—278-278-100%$142.7K———
Nova Wealth Management, Inc.
N/A—278-278-100%$142.8K———
Lavaca Capital LLC
N/A—275-275-100%$141.2K———
Rowlandmiller & Partners.adv
N/A—270-270-100%$138.7K———
VSM Wealth Advisory, LLC
N/A—270-270-100%$138.7K———
Quantum Portfolio Management LLC
N/A—251-251-100%$128.9K———
Medallion Wealth Advisors, LLC
N/A—250-250-100%$128.4K———
Orion Capital Management LLC
N/A—246-246-100%$126.3K———
Bellevue Asset Management, LLC
N/A—238-238-100%$122.5K———
Corsicana & Co.
N/A—236-236-100%$121.2K———
Providence Capital Advisors, LLC
N/A—222-222-100%$114.0K———
Sankala Group LLC
N/A—214-214-100%$123.4K———
Truvestments Capital LLC
N/A—207-207-100%$106.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—203-203-100%$104.3K———
MRP Capital Investments, LLC
N/A—200-200-100%$102.7K———
Atlas Capital Advisors Inc.
N/A—200-200-100%$102.7K———
Centiva Capital, LP
N/A—200-200-100%$102.7K———
Meramec Financial Planners, LLC
N/A—199-199-100%$110.0K———
Bruce G. Allen Investments, LLC
N/A—191-191-100%$98.1K———
Basepoint Wealth LLC
N/A—187-187-100%$95.9K———
Frazier Financial Advisors, LLC
N/A—172-172-100%$88.3K———
Security National Bank of Sioux City Iowa
N/A—171-171-100%$87.8K———
Palladiem, LLC
N/A—162-162-100%$83.2K———
USA Financial Formulas
N/A—159-159-100%$81.7K———
Sittner & Nelson, LLC
N/A—155-155-100%$79.6K———
Estabrook Capital Management
N/A—153-153-100%$78.6K———
OV Management LLC
N/A—151-151-100%$77.6K———
Imprint Wealth LLC
N/A—149-149-100%$76.5K———
Ogorek Anthony Joseph
N/A—146-146-100%$75.0K———
Kilter Group LLC
N/A—144-144-100%$74.0K———
PlanVest Financial, Inc
N/A—131-131-100%$67.3K———
Security National Bank of SO DAK
N/A—129-129-100%$66.3K———
Measured Wealth Private Client Group, LLC
N/A—118-118-100%$60.6K———
Hollencrest Capital Management
N/A—113-113-100%$58.0K———
HighMark Wealth Management LLC
N/A—112-112-100%$57.3K———
FWL Investment Management, LLC
N/A—111-111-100%$57.0K———
Index Technologies Group LLC
N/A—107-107-100%$55.0K———
Delta Asset Management LLC
N/A—92-92-100%$47.3K———
Hamrick Investment Counsel, llc
N/A—91-91-100%$46.7K———
Marshall Investment Management, LLC
N/A—79-79-100%$40.5K———
Premier Financial Group
N/A—75-75-100%$38.5K———
Pingora Partners LLC
N/A—75-75-100%$38.5K———
Strategic Investment Solutions, Inc.
N/A—73-73-100%$37.5K———
HFM Investment Advisors, LLC
N/A—72-72-100%$37.0K———
Persistent Asset Partners Ltd
N/A—71-71-100%$36.5K———
CoreFirst Bank & Trust
N/A—70-70-100%$36.0K———
Riverview Trust Co
N/A—67-67-100%$34.4K———
Beaird Harris Wealth Management, LLC
N/A—66-66-100%$33.8K———
Allied Private Wealth LLC
N/A—65-65-100%$33.9K———
WealthCollab, LLC
N/A—60-60-100%$30.8K———
1 North Wealth Services LLC
N/A—50-50-100%$25.7K———
Atomic Invest LLC
N/A—49-49-100%$25.2K———
Strive Financial Group,LLC
N/A—47-47-100%$24.1K———
LGT Financial Advisors LLC
N/A—44-44-100%$22.6K———
Tacita Capital Inc
N/A—38-38-100%$19.5K———
Cetera Trust Company, N.a
N/A—38-38-100%$19.5K———
Westend Capital Management, LLC
N/A—35-35-100%$18.0K———
Miller Capital Partners, Inc.
N/A—35-35-100%$18.0K———
Tanglewood Legacy Advisors, LLC
N/A—31-31-100%$16.1K———
Quarry LP
N/A—30-30-100%$15.4K———
Mpwm Advisory Solutions, LLC
N/A—30-30-100%$15.4K———
Graney & King, LLC
N/A—27-27-100%$14.0K———
Rogco, LP
N/A—25-25-100%$12.8K———
Benson Wealth Management Inc
N/A—23-23-100%$11.8K———
SIT Investment Associates Inc
N/A—22-22-100%$11———
Longfellow Investment Management Co LLC
N/A—21-21-100%$10.8K———
JDM Financial Group LLC
N/A—20-20-100%$10.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—18-18-100%$9.2K———
Delos Wealth Advisors, LLC
N/A—18-18-100%$9.2K———
Cbiz Investment Advisory Services, LLC
N/A—15-15-100%$7.5K———
Timbuktu Capital Management, LLC
N/A—12-12-100%$6.3K———
Migdal Insurance & Financial Holdings Ltd.
N/A—12-12-100%$6.2K———
Highland Investment Advisors LLC
N/A—12-12-100%$6.2K———
Financial Life Planners
N/A—11-11-100%$5.7K———
Financial Avengers, Inc.
N/A—11-11-100%$5.4K———
Minot DeBlois Advisors LLC
N/A—10-10-100%$5.1K———
Altshuler Shaham Ltd
N/A—9-9-100%$4.6K———
Ankerstar Wealth, LLC
N/A—9-9-100%$4.6K———
Seneschal Advisors, LLC
N/A—8-8-100%$4.1K———
Chesapeake Asset Management LLC
N/A—8-8-100%$4.1K———
Conquis Financial LLC
N/A—8-8-100%$4.1K———
Harborfront Financial Group LLC
N/A—7-7-100%$3.7K———
TD Capital Management LLC
N/A—6-6-100%$3.1K———
Anchor Bay Capital, Inc.
N/A—5-5-100%$2.8K———
Vanguard Advisers Inc
N/A—5-5-100%$2.6K———
Lummis Asset Management, LP
N/A—4-4-100%$2.1K———
Investors Portfolio Services LLC
N/A—2-2-100%$965———
Bravera Wealth
N/A—2-2-100%$1.0K———
Cordant, Inc.
N/A—1-1-100%$442———
Game Plan Financial Advisors, LLC
N/A—1-1-100%$514———
Delta Accumulation, LLC
N/A—1-1-100%$514———
Oakmont Advisory Group, LLC
N/A—00—$0———
Showing 3765 of 3765 institutions