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Mcdonald's Corp (MCD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares20,960,045 from 18,114,553
Change+2,845,492 (+16%)
Value$4.8B (-$49.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares4,902,258 from 5,028,581
Change-126,323 (-3%)
Value$1.1B (-$227.1M)
Filed 2026-11-05
Amundi
DECREASED
Shares3,427,558 from 3,520,334
Change-92,776 (-3%)
Value$791.6M (-$160.0M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares2,637,418 from 2,487,804
Change+149,614 (+6%)
Value$609.1M (-$63.4M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares2,347,038 from 2,549,428
Change-202,390 (-8%)
Value$542.0M (-$147.1M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares2,095,698 from 2,193,436
Change-97,738 (-4%)
Value$484.0M (-$108.9M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,965,912 from 1,859,191
Change+106,721 (+6%)
Value$454.0M (-$48.6M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares1,927,553 from 1,936,562
Change-9,009 (0%)
Value$445.2M (-$78.2M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,836,459 from 1,886,789
Change-50,330 (-3%)
Value$424.1M (-$85.9M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares1,689,917 from 1,688,819
Change+1,098 (+0%)
Value$390.3M (-$66.2M)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares1,545,882 from 1,021,608
Change+524,274 (+51%)
Value$361.6K (+$45.7K)
Filed 2026-10-27
Swedbank AB
INCREASED
Shares1,160,740 from 1,075,354
Change+85,386 (+8%)
Value$268.1M (-$22.6M)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares1,147,065 from 1,223,108
Change-76,043 (-6%)
Value$264.9M (-$65.7M)
Filed 2026-11-04
Banque Pictet & CIE SA
DECREASED
Shares1,045,367 from 1,047,998
Change-2,631 (0%)
Value$241.4M (-$41.9M)
Filed 2026-10-16
Flossbach VON Storch SE
INCREASED
Shares1,009,034 from 622,833
Change+386,201 (+62%)
Value$233.0M (+$64.7M)
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares826,968 from 858,357
Change-31,389 (-4%)
Value$191.0M (-$41.0M)
Filed 2026-11-05
ProShare Advisors LLC
INCREASED
Shares825,799 from 738,820
Change+86,979 (+12%)
Value$190.7M (-$9.0M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares753,201 from 820,773
Change-67,572 (-8%)
Value$173.9M (-$47.9M)
Filed 2026-11-02
Fifth Third Bancorp
DECREASED
Shares701,961 from 745,821
Change-43,860 (-6%)
Value$162.1M (-$39.5M)
Filed 2026-11-05
MacKenzie Financial Corp
DECREASED
Shares662,401 from 736,107
Change-73,706 (-10%)
Value$153.0M (-$46.0M)
Filed 2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares656,965 from 631,407
Change+25,558 (+4%)
Value$151.7M (-$19.0M)
Filed 2026-10-30
Eurizon Capital SGR S.p.A.
DECREASED
Shares640,331 from 641,876
Change-1,545 (0%)
Value$148.3M (-$24.8M)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares567,730 from 410,517
Change+157,213 (+38%)
Value$131.5M (+$20.8M)
Filed 2026-10-14
Pictet Asset Management Holding SA
INCREASED
Shares558,997 from 481,377
Change+77,620 (+16%)
Value$129.1M (-$1.0M)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares524,341 from 217,149
Change+307,192 (+141%)
Value$121.4M (+$62.8M)
Filed 2026-10-29
Bahl & Gaynor LLC
DECREASED
Shares511,087 from 525,783
Change-14,696 (-3%)
Value$118.0M (-$24.1M)
Filed 2026-11-05
Russell Investments Group, Ltd.
DECREASED
Shares496,383 from 608,256
Change-111,873 (-18%)
Value$114.8M (-$49.2M)
Filed 2026-11-06
New York State Teachers Retirement System
DECREASED
Shares487,563 from 518,182
Change-30,619 (-6%)
Value$112.6K (-$140.0M)
Filed 2026-10-22
UniSuper Management Pty Ltd
DECREASED
Shares485,607 from 518,590
Change-32,983 (-6%)
Value$112.1M (-$28.0M)
Filed 2026-10-26
Cincinnati Financial Corp
UNCHANGED
Shares447,638 from 447,638
Change0 (0%)
Value$103.4M (-$17.6M)
Filed 2026-11-03
Asset Management One Co., Ltd.
INCREASED
Shares433,944 from 425,184
Change+8,760 (+2%)
Value$100.2M (-$14.7M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares426,981 from 446,538
Change-19,557 (-4%)
Value$98.6M (-$22.1M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares407,788 from 299,919
Change+107,869 (+36%)
Value$95.1M (+$13.9M)
Filed 2026-10-13
Creative Planning
DECREASED
Shares394,517 from 414,358
Change-19,841 (-5%)
Value$91.1M (-$20.9M)
Filed 2026-11-02
Everett Harris & Co
INCREASED
Shares392,248 from 392,002
Change+246 (+0%)
Value$90.6M (-$15.4M)
Filed 2026-10-28
Cincinnati Insurance Co
UNCHANGED
Shares389,000 from 389,000
Change0 (0%)
Value$89.8M (-$15.3M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares380,631 from 441,443
Change-60,812 (-14%)
Value$90.3M (-$28.8M)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares367,577 from 382,775
Change-15,198 (-4%)
Value$84.9M (-$18.6M)
Filed 2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares354,816 from 353,365
Change+1,451 (+0%)
Value$81.9M (-$13.6M)
Filed 2026-10-20
Compagnie Lombard Odier SCmA
INCREASED
Shares351,822 from 320,756
Change+31,066 (+10%)
Value$81.2M (-$5.5M)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares345,155 from 355,282
Change-10,127 (-3%)
Value$79.7M (-$16.3M)
Filed 2026-11-04
AMF Tjanstepension AB
UNCHANGED
Shares319,360 from 319,360
Change0 (0%)
Value$73.8M (-$12.6M)
Filed 2026-10-22
Focused Investors LLC
DECREASED
Shares308,600 from 367,800
Change-59,200 (-16%)
Value$71.3M (-$28.2M)
Filed 2026-10-30
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares295,135 from 367,327
Change-72,192 (-20%)
Value$68.2M (-$31.1M)
Filed 2026-11-06
Welch & Forbes LLC
DECREASED
Shares293,303 from 298,932
Change-5,629 (-2%)
Value$67.7M (-$13.1M)
Filed 2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares289,458 from 320,160
Change-30,702 (-10%)
Value$66.8M (-$19.7M)
Filed 2026-10-15
AGF Management LTD
INCREASED
Shares288,381 from 286,957
Change+1,424 (+1%)
Value$66.6M (-$11.0M)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
DECREASED
Shares280,099 from 281,514
Change-1,415 (0%)
Value$64.7M (-$11.4M)
Filed 2026-10-15
Fisher Asset Management, LLC
DECREASED
Shares270,291 from 314,072
Change-43,781 (-14%)
Value$62.4M (-$22.5M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares266,837 from 237,515
Change+29,322 (+12%)
Value$61.6M (-$2.6M)
Filed 2026-10-22
BCV Asset Management Inc.
INCREASED
Shares265,555 from 117,396
Change+148,159 (+126%)
Value$61.6M (+$30.1M)
Filed 2026-11-06
Regions Financial Corp
DECREASED
Shares262,679 from 290,102
Change-27,423 (-9%)
Value$60.7M (-$17.8M)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares256,383 from 266,624
Change-10,241 (-4%)
Value$59.2M (-$12.8M)
Filed 2026-11-05
Roffman Miller Associates Inc
INCREASED
Shares252,721 from 148,471
Change+104,250 (+70%)
Value$34.1M (-$6.0M)
Filed 2026-10-19
J. Safra Sarasin Holding AG
INCREASED
Shares237,928 from 222,165
Change+15,763 (+7%)
Value$70.2M (+$2.4M)
Filed 2026-10-26
Swiss Life Asset Management Ltd
DECREASED
Shares237,835 from 251,750
Change-13,915 (-6%)
Value$54.9M (-$13.1M)
Filed 2026-11-03
Nykredit A/S
DECREASED
Shares237,406 from 239,500
Change-2,094 (-1%)
Value$54.8M (-$9.9M)
Filed 2026-11-06
Welch Group, LLC
INCREASED
Shares234,482 from 224,805
Change+9,677 (+4%)
Value$54.2M (-$6.6M)
Filed 2026-10-29
Strs Ohio
DECREASED
Shares231,227 from 244,387
Change-13,160 (-5%)
Value$53.4M (-$12.7M)
Filed 2026-10-30
State of New Jersey Common Pension Fund D
UNCHANGED
Shares229,962 from 229,962
Change0 (0%)
Value$53.1M (-$9.1M)
Filed 2026-11-05
Vest Financial, LLC
INCREASED
Shares226,522 from 198,728
Change+27,794 (+14%)
Value$52.3M (-$1.4M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares224,199 from 213,282
Change+10,917 (+5%)
Value$51.8K (-$57.6M)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares213,152 from 208,269
Change+4,883 (+2%)
Value$49.2M (-$7.1M)
Filed 2026-10-29
Mn Services Vermogensbeheer B.V.
INCREASED
Shares210,599 from 206,999
Change+3,600 (+2%)
Value$48.6K (-$55.9M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares208,813 from 204,586
Change+4,227 (+2%)
Value$48.2M (-$7.1M)
Filed 2026-11-02
Nisa Investment Advisors, LLC
INCREASED
Shares206,497 from 203,377
Change+3,120 (+2%)
Value$47.7M (-$7.3M)
Filed 2026-10-20
Nicholas Company, Inc.
DECREASED
Shares203,815 from 203,920
Change-105 (0%)
Value$47.1M (-$8.1M)
Filed 2026-11-05
Czech National Bank
INCREASED
Shares203,323 from 202,237
Change+1,086 (+1%)
Value$47.0M (-$7.7M)
Filed 2026-10-13
Assenagon Asset Management S.A.
DECREASED
Shares202,047 from 556,267
Change-354,220 (-64%)
Value$46.7M (-$103.7M)
Filed 2026-10-15
Arizona State Retirement System
INCREASED
Shares199,792 from 197,122
Change+2,670 (+1%)
Value$46.1M (-$7.1M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares198,383 from 172,716
Change+25,667 (+15%)
Value$45.8M (-$872.3K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares196,396 from 187,914
Change+8,482 (+5%)
Value$45.5M (-$5.1M)
Filed 2026-11-04
Virginia Retirement Systems ET Al
DECREASED
Shares194,949 from 258,769
Change-63,820 (-25%)
Value$45.0M (-$24.9M)
Filed 2026-10-28
Old Republic International Corp
DECREASED
Shares185,803 from 196,150
Change-10,347 (-5%)
Value$42.9K (-$10.1K)
Filed 2026-10-26
Smith Chas P & Associates PA Cpas
INCREASED
Shares185,303 from 171,686
Change+13,617 (+8%)
Value$45.0M (-$1.4M)
Filed 2026-10-22
State of Michigan Retirement System
DECREASED
Shares177,815 from 181,915
Change-4,100 (-2%)
Value$41.1M (-$8.1M)
Filed 2026-10-27
Calamos Advisors LLC
INCREASED
Shares177,760 from 175,000
Change+2,760 (+2%)
Value$41.1M (-$6.3M)
Filed 2026-11-02
IFM Investors Pty Ltd
INCREASED
Shares158,874 from 157,274
Change+1,600 (+1%)
Value$36.7M (-$5.8M)
Filed 2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares156,342 from 156,931
Change-589 (0%)
Value$36.1M (-$6.3M)
Filed 2026-11-03
Miller Howard Investments Inc
DECREASED
Shares155,676 from 195,848
Change-40,172 (-21%)
Value$36.0M (-$17.0M)
Filed 2026-10-26
Park National Corp
INCREASED
Shares154,310 from 139,722
Change+14,588 (+10%)
Value$35.6M (-$2.1M)
Filed 2026-10-05
B&D White Capital Company, LLC
INCREASED
Shares153,880 from 79,510
Change+74,370 (+94%)
Value$35.5M (+$14.0M)
Filed 2026-11-02
SEB Asset Management AB
DECREASED
Shares151,027 from 151,929
Change-902 (-1%)
Value$34.9M (-$6.2M)
Filed 2026-11-04
Conning Inc.
INCREASED
Shares150,150 from 135,117
Change+15,033 (+11%)
Value$34.7M (-$1.8M)
Filed 2026-10-27
Retirement Systems of Alabama
DECREASED
Shares148,397 from 149,263
Change-866 (-1%)
Value$34.3M (-$6.1M)
Filed 2026-11-04
ABN Amro Investment Solutions
INCREASED
Shares143,689 from 121,464
Change+22,225 (+18%)
Value$33.2M (+$350.6K)
Filed 2026-10-21
Gradient Investments LLC
INCREASED
Shares138,769 from 122,566
Change+16,203 (+13%)
Value$32.0M (-$1.1M)
Filed 2026-10-08
KBC Group NV
INCREASED
Shares138,652 from 134,799
Change+3,853 (+3%)
Value$32.0K (-$36.4M)
Filed 2026-10-22
Exchange Traded Concepts, LLC
INCREASED
Shares135,999 from 41,672
Change+94,327 (+226%)
Value$31.4M (+$20.1M)
Filed 2026-10-28
Xponance LLC
INCREASED
Shares135,911 from 129,425
Change+6,486 (+5%)
Value$31.4M (-$3.6M)
Filed 2026-11-03
Gateway Investment Advisers LLC
INCREASED
Shares134,778 from 134,396
Change+382 (+0%)
Value$31.1M (-$5.2M)
Filed 2026-10-13
Factory Mutual Insurance Co
DECREASED
Shares134,200 from 134,800
Change-600 (0%)
Value$31.0M (-$5.4M)
Filed 2026-10-30
Neos Investment Management LLC
INCREASED
Shares132,683 from 115,562
Change+17,121 (+15%)
Value$30.6M (-$595.8K)
Filed 2026-11-04
CKW Financial Group
DECREASED
Shares127,351 from 127,550
Change-199 (0%)
Value$29.5K (-$34.3M)
Filed 2026-10-29
Rakuten Investment Management, Inc.
INCREASED
Shares127,200 from 116,204
Change+10,996 (+9%)
Value$29.8M (-$1.3M)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares126,418 from 126,293
Change+125 (+0%)
Value$29.2M (-$4.9M)
Filed 2026-10-05
UMB Bank, n.a.
DECREASED
Shares124,237 from 128,168
Change-3,931 (-3%)
Value$28.7M (-$6.0M)
Filed 2026-11-06
Amalgamated Bank
DECREASED
Shares120,274 from 124,028
Change-3,754 (-3%)
Value$27.8K (-$33.5M)
Filed 2026-10-23
Absher Wealth Management, LLC
INCREASED
Shares118,581 from 91,300
Change+27,281 (+30%)
Value$27.4M (+$2.7M)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares118,115 from 138,467
Change-20,352 (-15%)
Value$27.3M (-$10.2M)
Filed 2026-10-28
Guyasuta Investment Advisors Inc
INCREASED
Shares115,082 from 109,576
Change+5,506 (+5%)
Value$26.6M (-$3.0M)
Filed 2026-10-15
Glenview Trust Co
INCREASED
Shares114,518 from 113,110
Change+1,408 (+1%)
Value$26.4M (-$4.1M)
Filed 2026-10-28
Tandem Investment Advisors, Inc.
DECREASED
Shares113,696 from 137,575
Change-23,879 (-17%)
Value$26.3M (-$10.9M)
Filed 2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares110,984 from 124,355
Change-13,371 (-11%)
Value$25.6M (-$8.0M)
Filed 2026-10-19
Heritage Investors Management Corp
INCREASED
Shares108,889 from 106,897
Change+1,992 (+2%)
Value$25.1K (-$28.9M)
Filed 2026-10-29
OP Asset Management Ltd
INCREASED
Shares105,700 from 77,854
Change+27,846 (+36%)
Value$24.4M (+$3.4M)
Filed 2026-11-05
New York Life Investment Management LLC
DECREASED
Shares105,471 from 105,960
Change-489 (0%)
Value$24.4M (-$4.3M)
Filed 2026-11-04
Lido Advisors, LLC
DECREASED
Shares105,350 from 108,180
Change-2,830 (-3%)
Value$24.3M (-$4.9M)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares103,574 from 100,539
Change+3,035 (+3%)
Value$23.9M (-$3.3M)
Filed 2026-10-28
Quintet Private Bank (Europe) S.A.
INCREASED
Shares101,887 from 9,380
Change+92,507 (+986%)
Value$23.5M (+$21.0M)
Filed 2026-10-08
Crossmark Global Holdings, Inc.
DECREASED
Shares100,977 from 107,343
Change-6,366 (-6%)
Value$23.3M (-$5.7M)
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares100,597 from 104,968
Change-4,371 (-4%)
Value$23.2M (-$5.1M)
Filed 2026-10-23
Associated Banc-Corp
DECREASED
Shares99,435 from 101,071
Change-1,636 (-2%)
Value$23.0M (-$4.4M)
Filed 2026-10-30
Bank Pictet & Cie (Europe) AG
INCREASED
Shares98,923 from 97,996
Change+927 (+1%)
Value$22.8M (-$3.6M)
Filed 2026-10-20
Vestor Capital, LLC
INCREASED
Shares98,723 from 27
Change+98,696 (+365541%)
Value$2.9K (+$2.8K)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED
Shares96,974 from 96,953
Change+21 (+0%)
Value$22.4M (-$3.8M)
Filed 2026-10-05
ASR Vermogensbeheer N.V.
INCREASED
Shares95,619 from 92,292
Change+3,327 (+4%)
Value$22.1M (-$2.9M)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares95,552 from 80,457
Change+15,095 (+19%)
Value$22.1M (+$318.6K)
Filed 2026-10-16
Corda Investment Management, Llc.
INCREASED
Shares94,183 from 89,124
Change+5,059 (+6%)
Value$21.8M (-$2.3M)
Filed 2026-10-22
Meyer Handelman Co
DECREASED
Shares92,672 from 94,264
Change-1,592 (-2%)
Value$21.4M (-$4.1M)
Filed 2026-10-28
Americana Partners, LLC
INCREASED
Shares90,186 from 87,484
Change+2,702 (+3%)
Value$20.8M (-$2.8M)
Filed 2026-10-28
Alps Advisors Inc
DECREASED
Shares90,018 from 101,520
Change-11,502 (-11%)
Value$20.8M (-$6.7M)
Filed 2026-11-03
First Horizon Corp
DECREASED
Shares89,343 from 89,858
Change-515 (-1%)
Value$20.6M (-$3.7M)
Filed 2026-10-26
Union Bancaire Privee, UBP SA
DECREASED
Shares88,105 from 90,971
Change-2,866 (-3%)
Value$24.2M (-$2.2M)
Filed 2026-11-04
Oregon Public Employees Retirement Fund
DECREASED
Shares87,001 from 87,348
Change-347 (0%)
Value$20.1M (-$3.5M)
Filed 2026-10-30
Mather Group, Llc.
INCREASED
Shares84,887 from 69,735
Change+15,152 (+22%)
Value$19.6M (+$753.8K)
Filed 2026-10-14
Kanawha Capital Management LLC
INCREASED
Shares83,010 from 81,424
Change+1,586 (+2%)
Value$19.2M (-$2.8M)
Filed 2026-10-19
Henshaw Capital LLC
DECREASED
Shares82,519 from 124,169
Change-41,650 (-34%)
Value$19.1M (-$14.5M)
Filed 2026-11-03
HB Wealth Management, LLC
DECREASED
Shares81,914 from 82,678
Change-764 (-1%)
Value$18.9M (-$3.4M)
Filed 2026-10-23
Bokf, NA
DECREASED
Shares79,327 from 85,837
Change-6,510 (-8%)
Value$18.3M (-$4.9M)
Filed 2026-10-27
Yousif Capital Management, LLC
INCREASED
Shares78,239 from 77,784
Change+455 (+1%)
Value$18.1M (-$3.0M)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
DECREASED
Shares76,425 from 80,510
Change-4,085 (-5%)
Value$17.6M (-$4.1M)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED
Shares76,301 from 76,533
Change-232 (0%)
Value$17.6M (-$3.1M)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares75,846 from 60,022
Change+15,824 (+26%)
Value$17.5M (+$1.3M)
Filed 2026-10-16
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares74,400 from 74,400
Change0 (0%)
Value$17.2M (-$2.9M)
Filed 2026-10-21
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares74,324 from 70,924
Change+3,400 (+5%)
Value$17.2M (-$2.0M)
Filed 2026-11-06
Northeast Investment Management
DECREASED
Shares74,254 from 76,356
Change-2,102 (-3%)
Value$17.1M (-$3.5M)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares73,872 from 74,678
Change-806 (-1%)
Value$17.1M (-$3.1M)
Filed 2026-10-23
Central Trust Co
DECREASED
Shares73,744 from 76,003
Change-2,259 (-3%)
Value$17.0M (-$3.5M)
Filed 2026-11-05
TrinityBridge Ltd
INCREASED
Shares73,644 from 72,035
Change+1,609 (+2%)
Value$17.0K (-$19.4M)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares73,133 from 64,048
Change+9,085 (+14%)
Value$16.9M (-$423.5K)
Filed 2026-10-15
Beaumont Financial Advisors, LLC
DECREASED
Shares72,704 from 73,325
Change-621 (-1%)
Value$16.8M (-$3.0M)
Filed 2026-10-22
Kornitzer Capital Management Inc
INCREASED
Shares72,453 from 44,068
Change+28,385 (+64%)
Value$16.7M (+$4.8M)
Filed 2026-11-03
Savant Capital, LLC
DECREASED
Shares71,610 from 106,672
Change-35,062 (-33%)
Value$16.5M (-$14.4M)
Filed 2026-11-06
Farmers & Merchants Investments Inc
INCREASED
Shares70,786 from 68,407
Change+2,379 (+3%)
Value$16.3M (-$2.1M)
Filed 2026-10-22
Anchor Capital Advisors LLC
INCREASED
Shares70,285 from 66,370
Change+3,915 (+6%)
Value$16.2M (-$1.7M)
Filed 2026-11-05
Wendell David Associates Inc
DECREASED
Shares69,911 from 71,366
Change-1,455 (-2%)
Value$16.1K (-$19.3M)
Filed 2026-10-27
Principle Wealth Partners LLC
INCREASED
Shares69,608 from 69,482
Change+126 (+0%)
Value$16.1M (-$2.7M)
Filed 2026-11-02
Natixis
INCREASED
Shares69,056 from 21,129
Change+47,927 (+227%)
Value$15.9M (+$10.2M)
Filed 2026-11-06
State of Alaska, Department of Revenue
DECREASED
Shares67,033 from 69,617
Change-2,584 (-4%)
Value$15.5K (-$18.8M)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares65,831 from 49,259
Change+16,572 (+34%)
Value$17.8M (+$4.5M)
Filed 2026-11-06
Candriam S.C.A.
DECREASED
Shares65,302 from 85,429
Change-20,127 (-24%)
Value$15.1M (-$7.9M)
Filed 2026-11-03
First National Trust Co
DECREASED
Shares64,829 from 66,904
Change-2,075 (-3%)
Value$15.0M (-$3.1M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
DECREASED
Shares63,146 from 65,692
Change-2,546 (-4%)
Value$14.6M (-$3.2M)
Filed 2026-11-06
Matrix Asset Advisors Inc
INCREASED
Shares63,006 from 12,335
Change+50,671 (+411%)
Value$14.6M (+$11.2M)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares62,885 from 66,075
Change-3,190 (-5%)
Value$16.2M (-$1.6M)
Filed 2026-11-04
Waycross Partners, LLC
INCREASED
Shares62,739 from 60,315
Change+2,424 (+4%)
Value$14.5M (-$1.8M)
Filed 2026-11-03
Willis Investment Counsel
DECREASED
Shares61,285 from 84,485
Change-23,200 (-27%)
Value$14.2M (-$8.7M)
Filed 2026-10-20
Westchester Capital Management, Inc.
INCREASED
Shares59,496 from 55,692
Change+3,804 (+7%)
Value$13.7M (-$1.3M)
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
INCREASED
Shares59,449 from 58,472
Change+977 (+2%)
Value$13.7M (-$2.1M)
Filed 2026-10-23
Confluence Investment Management LLC
DECREASED
Shares59,362 from 65,853
Change-6,491 (-10%)
Value$13.7M (-$4.1M)
Filed 2026-10-01
KCM Investment Advisors LLC
DECREASED
Shares59,087 from 60,362
Change-1,275 (-2%)
Value$13.6M (-$2.7M)
Filed 2026-10-27
Segment Wealth Management, LLC
INCREASED
Shares58,983 from 57,577
Change+1,406 (+2%)
Value$13.6M (-$1.9M)
Filed 2026-10-26
Aberdeen Group plc
DECREASED
Shares58,876 from 551,642
Change-492,766 (-89%)
Value$50.3M (-$98.8M)
Filed 2026-11-06
NBT Bank, N.A.
DECREASED
Shares58,761 from 60,954
Change-2,193 (-4%)
Value$13.6M (-$2.9M)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares58,756 from 59,064
Change-308 (-1%)
Value$13.6M (-$2.4M)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares58,732 from 59,819
Change-1,087 (-2%)
Value$13.6M (-$2.6M)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares58,311 from 58,866
Change-555 (-1%)
Value$13.5M (-$2.4M)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares57,305 from 55,716
Change+1,589 (+3%)
Value$13.2M (-$1.8M)
Filed 2026-10-23
Vantage Investment Partners, LLC
INCREASED
Shares56,255 from 55,670
Change+585 (+1%)
Value$13.0M (-$2.1M)
Filed 2026-10-27
Intact Investment Management Inc.
DECREASED
Shares55,971 from 59,961
Change-3,990 (-7%)
Value$12.9M (-$3.3M)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares54,659 from 53,636
Change+1,023 (+2%)
Value$12.6M (-$1.9M)
Filed 2026-10-07
Tompkins Financial Corp
DECREASED
Shares54,431 from 54,789
Change-358 (-1%)
Value$12.6M (-$2.2M)
Filed 2026-10-05
Robeco Institutional Asset Management B.V.
DECREASED
Shares54,220 from 54,299
Change-79 (0%)
Value$12.5M (-$2.2M)
Filed 2026-10-20
Gulf International Bank (UK) Ltd
UNCHANGED
Shares54,089 from 54,089
Change0 (0%)
Value$12.5K (-$14.6M)
Filed 2026-10-20
Eastern Bank
DECREASED
Shares53,923 from 145,989
Change-92,066 (-63%)
Value$12.5M (-$27.0M)
Filed 2026-10-05
Salem Investment Counselors Inc
INCREASED
Shares53,728 from 53,115
Change+613 (+1%)
Value$12.4M (-$1.9M)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares53,552 from 59,404
Change-5,852 (-10%)
Value$12.4M (-$3.7M)
Filed 2026-10-23
Cullinan Associates Inc
INCREASED
Shares52,742 from 48,623
Change+4,119 (+8%)
Value$12.2M (-$963.0K)
Filed 2026-11-03
Imc-Chicago, LLC
DECREASED
Shares52,629 from 83,031
Change-30,402 (-37%)
Value$12.2M (-$10.3M)
Filed 2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares52,532 from 54,776
Change-2,244 (-4%)
Value$12.1M (-$2.7M)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares51,533 from 55,876
Change-4,343 (-8%)
Value$11.9M (-$3.2M)
Filed 2026-10-21
Palisade Asset Management, LLC
DECREASED
Shares51,330 from 52,377
Change-1,047 (-2%)
Value$11.9M (-$2.3M)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares51,178 from 52,037
Change-859 (-2%)
Value$11.8M (-$2.2M)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares51,031 from 45,211
Change+5,820 (+13%)
Value$11.8M (-$435.8K)
Filed 2026-11-06
Harbour Trust & Investment Management Co
DECREASED
Shares50,396 from 50,948
Change-552 (-1%)
Value$11.6M (-$2.1M)
Filed 2026-10-28
Stockman Wealth Management, Inc.
INCREASED
Shares50,242 from 48,872
Change+1,370 (+3%)
Value$11.6M (-$1.6M)
Filed 2026-10-27
Pictet North America Advisors SA
INCREASED
Shares49,776 from 45,743
Change+4,033 (+9%)
Value$11.5M (-$869.5K)
Filed 2026-10-21
Cutler Investment Counsel LLC
DECREASED
Shares49,159 from 50,409
Change-1,250 (-2%)
Value$11.4M (-$2.3M)
Filed 2026-10-28
Carnegie Investment Counsel
INCREASED
Shares48,958 from 48,926
Change+32 (+0%)
Value$11.3M (-$1.9M)
Filed 2026-10-20
SteelPeak Wealth, LLC
INCREASED
Shares48,476 from 32,439
Change+16,037 (+49%)
Value$11.2M (+$2.4M)
Filed 2026-10-16
Boston Trust Walden Corp
DECREASED
Shares48,253 from 49,991
Change-1,738 (-3%)
Value$11.1M (-$2.4M)
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares48,066 from 48,477
Change-411 (-1%)
Value$11.1M (-$2.0M)
Filed 2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares48,006 from 31,238
Change+16,768 (+54%)
Value$11.1M (+$2.6M)
Filed 2026-10-26
Rockland Trust Co
DECREASED
Shares47,832 from 51,170
Change-3,338 (-7%)
Value$11.0M (-$2.8M)
Filed 2026-10-05
Burns J W & Co Inc
INCREASED
Shares47,606 from 45,870
Change+1,736 (+4%)
Value$11.0M (-$1.4M)
Filed 2026-10-20
Guardian Partners Inc.
INCREASED
Shares47,442 from 47,037
Change+405 (+1%)
Value$11.0M (-$1.8M)
Filed 2026-10-21
Richard C. Young & Co., Ltd.
DECREASED
Shares45,978 from 46,025
Change-47 (0%)
Value$10.6M (-$1.8M)
Filed 2026-11-04
Fulton Breakefield Broenniman LLC
DECREASED
Shares45,127 from 47,038
Change-1,911 (-4%)
Value$10.4M (-$2.3M)
Filed 2026-11-03
GW Henssler & Associates LTD
DECREASED
Shares45,076 from 46,075
Change-999 (-2%)
Value$10.4M (-$2.0M)
Filed 2026-10-26
Thrivent Financial for Lutherans
UNCHANGED
Shares44,874 from 44,874
Change0 (0%)
Value$10.4K (-$12.1M)
Filed 2026-11-05
Isthmus Partners, LLC
INCREASED
Shares44,744 from 44,182
Change+562 (+1%)
Value$10.3M (-$1.6M)
Filed 2026-10-21
Congress Asset Management Co
DECREASED
Shares44,335 from 46,088
Change-1,753 (-4%)
Value$10.2M (-$2.2M)
Filed 2026-10-06
Jacobs & Co
INCREASED
Shares44,303 from 43,227
Change+1,076 (+2%)
Value$10.2K (-$1.5K)
Filed 2026-10-09
Atwater Malick LLC
DECREASED
Shares44,091 from 44,823
Change-732 (-2%)
Value$10.2M (-$1.9M)
Filed 2026-10-15
Trust Co of Vermont
DECREASED
Shares43,725 from 45,688
Change-1,963 (-4%)
Value$10.1M (-$2.3M)
Filed 2026-10-21
Maryland State Retirement & Pension System
INCREASED
Shares43,717 from 38,370
Change+5,347 (+14%)
Value$10.1M (-$275.8K)
Filed 2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares43,570 from 45,382
Change-1,812 (-4%)
Value$10.1M (-$2.2M)
Filed 2026-11-04
BLB&B Advisors, LLC
INCREASED
Shares43,453 from 39,159
Change+4,294 (+11%)
Value$10.0M (-$550.0K)
Filed 2026-10-27
Kinsale Capital Group, Inc.
INCREASED
Shares43,309 from 42,284
Change+1,025 (+2%)
Value$10.0M (-$1.4M)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares43,182 from 63,589
Change-20,407 (-32%)
Value$10.0M (-$7.2M)
Filed 2026-10-22
Fiera Capital Corp
DECREASED
Shares43,035 from 60,705
Change-17,670 (-29%)
Value$9.9M (-$6.5M)
Filed 2026-11-06
Old National Bancorp
DECREASED
Shares42,638 from 43,045
Change-407 (-1%)
Value$9.8M (-$1.8M)
Filed 2026-10-20
HS Management Partners, LLC
DECREASED
Shares42,395 from 51,094
Change-8,699 (-17%)
Value$9.8M (-$4.0M)
Filed 2026-11-05
Achmea Investment Management B.V.
NEW
Shares41,966
Change+41,966
Value$9.7M
Filed 2026-10-30
Camden National Bank
DECREASED
Shares41,908 from 42,022
Change-114 (0%)
Value$9.7M (-$1.7M)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares41,739 from 32,061
Change+9,678 (+30%)
Value$10.4M (+$1.9M)
Filed 2026-10-27
Busey Bank
DECREASED
Shares41,611 from 42,574
Change-963 (-2%)
Value$9.6M (-$1.9M)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares41,374 from 37,534
Change+3,840 (+10%)
Value$9.6M (-$590.8K)
Filed 2026-10-28
Washington Trust Co
INCREASED
Shares41,173 from 39,761
Change+1,412 (+4%)
Value$9.5M (-$1.2M)
Filed 2026-10-22
Oppenheimer Asset Management Inc.
INCREASED
Shares40,199 from 37,693
Change+2,506 (+7%)
Value$9.3M (-$905.2K)
Filed 2026-10-27
Visionary Wealth Advisors
INCREASED
Shares40,019 from 35,503
Change+4,516 (+13%)
Value$9.2M (-$355.0K)
Filed 2026-11-04
Viking Fund Management LLC
INCREASED
Shares40,000 from 25,000
Change+15,000 (+60%)
Value$9.2M (+$2.5M)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares39,410 from 32,263
Change+7,147 (+22%)
Value$9.1M (+$380.3K)
Filed 2026-10-16
Sky Investment Group LLC
INCREASED
Shares39,123 from 32,874
Change+6,249 (+19%)
Value$9.0M (+$148.7K)
Filed 2026-10-30
Stokes Capital Advisors, LLC
INCREASED
Shares39,001 from 38,095
Change+906 (+2%)
Value$9.0M (-$1.3M)
Filed 2026-10-09
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares38,512 from 37,799
Change+713 (+2%)
Value$8.9M (-$1.3M)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares38,227 from 38,133
Change+94 (+0%)
Value$8.8M (-$1.5M)
Filed 2026-10-08
Jamison Private Wealth Management, Inc.
INCREASED
Shares38,142 from 36,421
Change+1,721 (+5%)
Value$8.8M (-$1.0M)
Filed 2026-10-14
Monarch Capital Management Inc
INCREASED
Shares37,974 from 37,652
Change+322 (+1%)
Value$8.8M (-$1.4M)
Filed 2026-10-19
Hartford Investment Management Co
DECREASED
Shares37,870 from 39,261
Change-1,391 (-4%)
Value$8.7M (-$1.9M)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED
Shares37,480 from 34,120
Change+3,360 (+10%)
Value$8.7M (-$567.3K)
Filed 2026-10-16
Culbertson A N & Co Inc
INCREASED
Shares36,873 from 35,877
Change+996 (+3%)
Value$8.5M (-$1.2M)
Filed 2026-10-21
Patrick Mauro Investment Advisor, Inc.
INCREASED
Shares36,793 from 31,269
Change+5,524 (+18%)
Value$8.5M (+$44.8K)
Filed 2026-11-06
CX Institutional
DECREASED
Shares36,444 from 39,602
Change-3,158 (-8%)
Value$8.4K (-$2.3K)
Filed 2026-10-02
Mattern Capital Management, LLC
INCREASED
Shares36,307 from 31,907
Change+4,400 (+14%)
Value$8.4M (-$240.0K)
Filed 2026-11-02
GoalVest Advisory LLC
INCREASED
Shares36,292 from 5,676
Change+30,616 (+539%)
Value$1.4M (-$164.3K)
Filed 2026-10-02
J.W. Cole Advisors, Inc.
DECREASED
Shares36,190 from 36,770
Change-580 (-2%)
Value$8.4M (-$1.6M)
Filed 2026-11-05
Trust Co of Toledo NA
DECREASED
Shares36,143 from 37,429
Change-1,286 (-3%)
Value$8.3M (-$1.8M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares36,090 from 39,139
Change-3,049 (-8%)
Value$8.3M (-$2.2M)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED
Shares36,046 from 34,366
Change+1,680 (+5%)
Value$8.3M (-$964.8K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares35,847 from 30,307
Change+5,540 (+18%)
Value$8.3M (+$86.2K)
Filed 2026-10-29
Daymark Wealth Partners, LLC
DECREASED
Shares35,688 from 35,864
Change-176 (0%)
Value$8.2M (-$1.5M)
Filed 2026-11-04
Bailard, Inc.
DECREASED
Shares35,521 from 35,846
Change-325 (-1%)
Value$8.2M (-$1.5M)
Filed 2026-10-13
New Mexico Educational Retirement Board
UNCHANGED
Shares35,419 from 35,419
Change0 (0%)
Value$8.2K (-$9.6M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares34,800 from 36,300
Change-1,500 (-4%)
Value$8.0M (-$1.8M)
Filed 2026-10-20
Whitener Capital Management, Inc.
INCREASED
Shares34,460 from 33,453
Change+1,007 (+3%)
Value$8.0M (-$1.1M)
Filed 2026-10-15
HUB Investment Partners, LLC
DECREASED
Shares34,167 from 36,466
Change-2,299 (-6%)
Value$7.9M (-$2.0M)
Filed 2026-11-03
Oak Harvest Investment Services
INCREASED
Shares34,127 from 32,176
Change+1,951 (+6%)
Value$7.9M (-$816.1K)
Filed 2026-10-20
Lynch & Associates
DECREASED
Shares33,591 from 34,126
Change-535 (-2%)
Value$7.8M (-$1.5M)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
DECREASED
Shares33,492 from 33,672
Change-180 (-1%)
Value$7.7M (-$1.4M)
Filed 2026-10-07
Diversify Advisory Services, LLC
DECREASED
Shares33,277 from 33,754
Change-477 (-1%)
Value$8.1M (-$1.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares33,277 from 33,754
Change-477 (-1%)
Value$8.1M (-$1.1M)
Filed 2026-10-20
Wedbush Securities Inc
INCREASED
Shares33,214 from 30,196
Change+3,018 (+10%)
Value$7.7K (-$8.2M)
Filed 2026-10-22
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares32,887 from 34,557
Change-1,670 (-5%)
Value$7.6K (-$9.3M)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares32,519 from 38,443
Change-5,924 (-15%)
Value$7.5M (-$2.9M)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares32,459 from 32,777
Change-318 (-1%)
Value$7.5M (-$1.4M)
Filed 2026-10-28
Caldwell Trust Co
DECREASED
Shares32,354 from 34,014
Change-1,660 (-5%)
Value$7.5M (-$1.7M)
Filed 2026-10-30
Hohimer Wealth Management, LLC
INCREASED
Shares32,324 from 19,317
Change+13,007 (+67%)
Value$7.5M (+$2.2M)
Filed 2026-11-04
Capital Investment Advisors, LLC
DECREASED
Shares32,245 from 33,148
Change-903 (-3%)
Value$7.4M (-$1.5M)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares31,063 from 36,036
Change-4,973 (-14%)
Value$7.2M (-$2.6M)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares30,921 from 28,777
Change+2,144 (+7%)
Value$7.1M (-$637.7K)
Filed 2026-10-22
Linscomb Wealth, Inc.
DECREASED
Shares30,689 from 30,876
Change-187 (-1%)
Value$7.1M (-$1.3M)
Filed 2026-11-05
James Investment Research, Inc.
DECREASED
Shares30,427 from 31,066
Change-639 (-2%)
Value$7.0M (-$1.4M)
Filed 2026-10-22
Lincoln Capital LLC
DECREASED
Shares30,204 from 30,324
Change-120 (0%)
Value$7.0M (-$1.2M)
Filed 2026-10-09
Bath Savings Trust Co
DECREASED
Shares30,070 from 31,934
Change-1,864 (-6%)
Value$6.9M (-$1.7M)
Filed 2026-10-07
Level Four Advisory Services, LLC
DECREASED
Shares30,028 from 32,146
Change-2,118 (-7%)
Value$6.9M (-$1.8M)
Filed 2026-11-06
Great Lakes Advisors, LLC
DECREASED
Shares30,027 from 30,494
Change-467 (-2%)
Value$6.9M (-$1.3M)
Filed 2026-11-06
Sowell Financial Services LLC
INCREASED
Shares29,678 from 25,071
Change+4,607 (+18%)
Value$6.9M (+$76.9K)
Filed 2026-10-23
Advocate Group LLC
INCREASED
Shares29,657 from 28,930
Change+727 (+3%)
Value$6.8M (-$971.0K)
Filed 2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares29,295 from 29,295
Change0 (0%)
Value$7.9M ($0)
Filed 2026-10-15
Greenwood Capital Associates LLC
DECREASED
Shares28,774 from 29,711
Change-937 (-3%)
Value$6.6M (-$1.4M)
Filed 2026-10-27
Community Bank & Trust, Waco, Texas
INCREASED
Shares28,596 from 25,142
Change+3,454 (+14%)
Value$6.6K (-$6.8M)
Filed 2026-10-19
Citizens Financial Group Inc
DECREASED
Shares28,511 from 31,112
Change-2,601 (-8%)
Value$6.6M (-$1.8M)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares28,395 from 63,139
Change-34,744 (-55%)
Value$6.6M (-$10.5M)
Filed 2026-10-15
Oak Thistle LLC
INCREASED
Shares28,386 from 16,959
Change+11,427 (+67%)
Value$6.6M (+$2.0M)
Filed 2026-10-21
Savoir Faire Capital Management, L.P.
DECREASED
Shares28,028 from 31,188
Change-3,160 (-10%)
Value$6.5M (-$2.0M)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED
Shares27,866 from 27,366
Change+500 (+2%)
Value$6.4M (-$961.9K)
Filed 2026-10-27
Cornerstone Wealth Group, LLC
DECREASED
Shares27,778 from 27,900
Change-122 (0%)
Value$6.4M (-$1.1M)
Filed 2026-11-02
Financial & Tax Architects, LLC
INCREASED
Shares27,697 from 24,782
Change+2,915 (+12%)
Value$6.4M (-$302.6K)
Filed 2026-10-15
Perennial Advisors, LLC
DECREASED
Shares27,392 from 28,095
Change-703 (-2%)
Value$6.3M (-$1.3M)
Filed 2026-10-13
Florida Trust Wealth Management Co
DECREASED
Shares27,128 from 27,681
Change-553 (-2%)
Value$6.3M (-$1.2M)
Filed 2026-11-05
Crestwood Advisors Group, LLC
DECREASED
Shares27,118 from 29,410
Change-2,292 (-8%)
Value$6.3M (-$1.7M)
Filed 2026-10-27
Albion Financial Group
DECREASED
Shares27,029 from 28,051
Change-1,022 (-4%)
Value$6.2M (-$1.3M)
Filed 2026-10-21
Kimelman & Baird, LLC
UNCHANGED
Shares26,901 from 26,901
Change0 (0%)
Value$6.2M (-$1.1M)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
DECREASED
Shares26,549 from 29,054
Change-2,505 (-9%)
Value$6.1M (-$1.7M)
Filed 2026-10-22
YHB Investment Advisors, Inc.
DECREASED
Shares26,260 from 26,517
Change-257 (-1%)
Value$6.1M (-$1.1M)
Filed 2026-10-08
Chesley Taft & Associates LLC
DECREASED
Shares26,232 from 28,389
Change-2,157 (-8%)
Value$6.1M (-$1.6M)
Filed 2026-10-13
Stablepoint Partners, LLC
INCREASED
Shares26,118 from 23,041
Change+3,077 (+13%)
Value$6.0M (-$196.6K)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED
Shares26,019 from 27,607
Change-1,588 (-6%)
Value$6.9M (-$1.1M)
Filed 2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED
Shares25,992 from 25,122
Change+870 (+3%)
Value$6.0M (-$788.1K)
Filed 2026-10-26
Levin Capital Strategies, L.P.
INCREASED
Shares25,881 from 13,537
Change+12,344 (+91%)
Value$6.0M (+$2.3M)
Filed 2026-11-02
Chatham Capital Group, Inc.
DECREASED
Shares25,598 from 25,678
Change-80 (0%)
Value$5.9M (-$1.0M)
Filed 2026-10-16
Valicenti Advisory Services Inc
INCREASED
Shares25,568 from 25,250
Change+318 (+1%)
Value$5.9K (-$920)
Filed 2026-10-23
Altrius Capital Management Inc
NEW
Shares25,147
Change+25,147
Value$5.8M
Filed 2026-11-05
Inspire Trust Co, N.A.
INCREASED
Shares24,700 from 12,000
Change+12,700 (+106%)
Value$5.7M (+$2.5M)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares24,631 from 26,540
Change-1,909 (-7%)
Value$5.7M (-$1.5M)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares24,620 from 29,090
Change-4,470 (-15%)
Value$5.7K (-$7.9M)
Filed 2026-10-26
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares24,412 from 20,395
Change+4,017 (+20%)
Value$5.6M (+$124.9K)
Filed 2026-11-04
iA Global Asset Management Inc.
INCREASED
Shares24,335 from 1,150
Change+23,185 (+2016%)
Value$5.6K (-$305.4K)
Filed 2026-10-29
Edge Wealth Management LLC
DECREASED
Shares24,282 from 24,312
Change-30 (0%)
Value$5.6M (-$947.8K)
Filed 2026-10-13
Matauro, LLC
NEW
Shares24,262
Change+24,262
Value$5.6M
Filed 2026-11-03
First Merchants Corp
DECREASED
Shares24,180 from 25,673
Change-1,493 (-6%)
Value$5.6M (-$1.4M)
Filed 2026-10-15
Leelyn Smith, LLC
INCREASED
Shares24,156 from 22,975
Change+1,181 (+5%)
Value$5.6M (-$632.0K)
Filed 2026-11-03
Global X Japan Co., Ltd.
DECREASED
Shares24,038 from 27,719
Change-3,681 (-13%)
Value$5.6M (-$1.9M)
Filed 2026-10-21
Poehling Capital Management, Inc.
INCREASED
Shares23,934 from 1,455
Change+22,479 (+1545%)
Value$5.5M (+$5.1M)
Filed 2026-10-20
Money Concepts Capital Corp
INCREASED
Shares23,809 from 21,968
Change+1,841 (+8%)
Value$5.5M (-$439.8K)
Filed 2026-11-06
Toth Financial Advisory Corp
DECREASED
Shares23,705 from 29,170
Change-5,465 (-19%)
Value$5.5M (-$2.4M)
Filed 2026-10-08
Ethic Inc.
DECREASED
Shares23,598 from 24,512
Change-914 (-4%)
Value$5.4M (-$1.2M)
Filed 2026-11-03
Marble Harbor Investment Counsel, LLC
DECREASED
Shares23,538 from 24,544
Change-1,006 (-4%)
Value$5.4M (-$1.2M)
Filed 2026-11-06
Wesbanco Bank Inc
DECREASED
Shares23,531 from 25,582
Change-2,051 (-8%)
Value$5.4M (-$1.5M)
Filed 2026-11-04
Parsons Capital Management Inc
DECREASED
Shares23,511 from 24,222
Change-711 (-3%)
Value$5.4M (-$1.1M)
Filed 2026-10-28
Illinois Municipal Retirement Fund
DECREASED
Shares23,394 from 29,006
Change-5,612 (-19%)
Value$5.4M (-$2.4M)
Filed 2026-11-05
S-Bank Fund Management Ltd
INCREASED
Shares23,294 from 23,134
Change+160 (+1%)
Value$5.4M (-$873.8K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED
Shares23,262 from 22,513
Change+749 (+3%)
Value$5.4M (-$713.2K)
Filed 2026-11-03
Sawgrass Asset Management LLC
DECREASED
Shares23,087 from 23,205
Change-118 (-1%)
Value$5.3M (-$940.8K)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares23,048 from 20,172
Change+2,876 (+14%)
Value$5.3M (-$130.0K)
Filed 2026-10-22
Montag A & Associates Inc
DECREASED
Shares22,747 from 26,644
Change-3,897 (-15%)
Value$5.3M (-$1.9M)
Filed 2026-10-29
Eliot Finkel Investment Counsel, LLC
UNCHANGED
Shares22,685 from 22,685
Change0 (0%)
Value$5.2M (-$893.1K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares22,684 from 25,947
Change-3,263 (-13%)
Value$5.2M (-$1.8M)
Filed 2026-10-15
Secure Asset Management, LLC
INCREASED
Shares22,590 from 16,379
Change+6,211 (+38%)
Value$5.2M (+$789.5K)
Filed 2026-10-19
Coston, McIsaac & Partners
DECREASED
Shares22,582 from 23,542
Change-960 (-4%)
Value$5.2M (-$1.1M)
Filed 2026-11-06
Allen Investment Management, LLC
UNCHANGED
Shares22,516 from 22,516
Change0 (0%)
Value$5.2M (-$886.5K)
Filed 2026-11-03
Neville Rodie & Shaw Inc
DECREASED
Shares22,322 from 22,410
Change-88 (0%)
Value$5.2K (-$902)
Filed 2026-10-05
Davis-Rea Ltd.
DECREASED
Shares22,295 from 22,396
Change-101 (0%)
Value$5.1M (-$905.1K)
Filed 2026-10-13
Dana Investment Advisors, Inc.
INCREASED
Shares22,233 from 20,751
Change+1,482 (+7%)
Value$5.1M (-$474.7K)
Filed 2026-11-06
E. Ohman J:or Asset Management AB
INCREASED
Shares22,129 from 19,979
Change+2,150 (+11%)
Value$5.1M (-$290.1K)
Filed 2026-10-22
Pinkerton Wealth, LLC
INCREASED
Shares22,009 from 17,673
Change+4,336 (+25%)
Value$5.1M (-$409.9K)
Filed 2026-10-29
Hamel Associates, Inc.
INCREASED
Shares21,954 from 21,025
Change+929 (+4%)
Value$5.1M (-$613.2K)
Filed 2026-11-06
Telos Capital Management, Inc.
INCREASED
Shares21,882 from 21,681
Change+201 (+1%)
Value$5.1M (-$807.2K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares21,874 from 21,950
Change-76 (0%)
Value$5.1M (-$881.9K)
Filed 2026-10-28
LMG Wealth Partners, LLC
INCREASED
Shares21,852 from 20,313
Change+1,539 (+8%)
Value$5.0M (-$444.3K)
Filed 2026-11-05
North Dakota State Investment Board
INCREASED
Shares21,752 from 21,256
Change+496 (+2%)
Value$5.0M (-$722.3K)
Filed 2026-10-27
Masterinvest Kapitalanlage GmbH
DECREASED
Shares21,737 from 21,817
Change-80 (0%)
Value$5.0M (-$877.4K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares21,552 from 16,378
Change+5,174 (+32%)
Value$5.0M (+$550.2K)
Filed 2026-10-23
True Freedom Investing, LLC
INCREASED
Shares21,539 from 16,995
Change+4,544 (+27%)
Value$5.0M (-$307.9K)
Filed 2026-10-29
Parcion Private Wealth LLC
DECREASED
Shares21,519 from 21,964
Change-445 (-2%)
Value$5.0M (-$967.4K)
Filed 2026-10-28
First Interstate Bank
DECREASED
Shares21,341 from 22,086
Change-745 (-3%)
Value$4.9M (-$1.0M)
Filed 2026-10-23
Penn Davis Mcfarland Inc
UNCHANGED
Shares21,014 from 21,014
Change0 (0%)
Value$4.9M (-$827.3K)
Filed 2026-10-23
New Hampshire Trust
INCREASED
Shares20,964 from 20,319
Change+645 (+3%)
Value$4.8M (-$651.0K)
Filed 2026-10-20
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares20,950 from 20,470
Change+480 (+2%)
Value$4.8M (-$695.1K)
Filed 2026-10-23
King Luther Capital Management Corp
DECREASED
Shares20,928 from 25,286
Change-4,358 (-17%)
Value$4.8M (-$2.0M)
Filed 2026-11-05
Benedict Financial Advisors Inc
DECREASED
Shares20,883 from 20,993
Change-110 (-1%)
Value$4.8M (-$851.7K)
Filed 2026-10-07
Asset One Wealth Management LLC
INCREASED
Shares20,839 from 18,661
Change+2,178 (+12%)
Value$4.8M (-$131.6K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
INCREASED
Shares20,613 from 20,036
Change+577 (+3%)
Value$4.8M (-$655.5K)
Filed 2026-10-27
Mechanics Bank Trust Department
DECREASED
Shares20,551 from 23,914
Change-3,363 (-14%)
Value$4.7M (-$1.7M)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
DECREASED
Shares20,425 from 21,183
Change-758 (-4%)
Value$4.7M (-$1.0M)
Filed 2026-11-02
Royal Fund Management, LLC
INCREASED
Shares20,404 from 19,543
Change+861 (+4%)
Value$4.7M (-$570.6K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares20,388 from 12,872
Change+7,516 (+58%)
Value$4.7M (+$1.2M)
Filed 2026-11-03
City Holding Co
INCREASED
Shares20,229 from 19,713
Change+516 (+3%)
Value$4.7M (-$656.8K)
Filed 2026-10-19
Searle & Co.
DECREASED
Shares20,200 from 21,925
Change-1,725 (-8%)
Value$4.7M (-$1.3M)
Filed 2026-11-04
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED
Shares20,118 from 20,118
Change0 (0%)
Value$4.6M (-$792.0K)
Filed 2026-11-06
Physicians Financial Services, Inc.
DECREASED
Shares20,106 from 20,476
Change-370 (-2%)
Value$4.6K (-$5.5M)
Filed 2026-11-04
Addenda Capital Inc.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$4.6M (-$787.4K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares19,939 from 17,801
Change+2,138 (+12%)
Value$4.6M (-$207.1K)
Filed 2026-11-05
Alta Capital Management LLC/
INCREASED
Shares19,912 from 17,685
Change+2,227 (+13%)
Value$4.6M (-$181.9K)
Filed 2026-10-26
Spring Capital Management, LLC
INCREASED
Shares19,891 from 19,682
Change+209 (+1%)
Value$4.6M (-$726.6K)
Filed 2026-10-09
Southland Equity Partners LLC
DECREASED
Shares19,859 from 20,026
Change-167 (-1%)
Value$4.6M (-$826.9K)
Filed 2026-10-14
Boit C F David
UNCHANGED
Shares19,800 from 19,800
Change0 (0%)
Value$4.6M (-$779.5K)
Filed 2026-10-29
Letson Investment Management, Inc.
DECREASED
Shares19,797 from 20,090
Change-293 (-1%)
Value$4.6M (-$858.6K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares19,788 from 19,607
Change+181 (+1%)
Value$4.6M (-$730.2K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares19,710 from 20,617
Change-907 (-4%)
Value$4.6M (-$1.0M)
Filed 2026-10-27
LBP AM SA
DECREASED
Shares19,683 from 38,014
Change-18,331 (-48%)
Value$4.5M (-$5.7M)
Filed 2026-11-06
Generali Investments, Management Co LLC
INCREASED
Shares19,621 from 13,942
Change+5,679 (+41%)
Value$4.5M (+$762.6K)
Filed 2026-10-19
Ascent Group, LLC
DECREASED
Shares19,524 from 21,529
Change-2,005 (-9%)
Value$4.5M (-$1.3M)
Filed 2026-10-30
Community Trust & Investment Co
INCREASED
Shares19,418 from 16,209
Change+3,209 (+20%)
Value$4.5M (+$102.9K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
DECREASED
Shares19,357 from 20,516
Change-1,159 (-6%)
Value$4.5M (-$1.1M)
Filed 2026-10-08
LVM Capital Management LTD
INCREASED
Shares19,280 from 3,372
Change+15,908 (+472%)
Value$4.5M (+$4.5M)
Filed 2026-10-20
Stonebridge Financial Group, LLC
DECREASED
Shares19,255 from 20,246
Change-991 (-5%)
Value$4.4M (-$1.0M)
Filed 2026-10-01
First Citizens Bank & Trust Co
INCREASED
Shares19,067 from 13,400
Change+5,667 (+42%)
Value$4.4M (+$781.2K)
Filed 2026-10-14
North Star Investment Management Corp.
INCREASED
Shares19,024 from 18,874
Change+150 (+1%)
Value$4.4M (-$708.4K)
Filed 2026-10-27
Somerset Trust Co
INCREASED
Shares19,022 from 18,997
Change+25 (+0%)
Value$4.4M (-$742.1K)
Filed 2026-10-13
Naples Global Advisors, LLC
INCREASED
Shares18,994 from 18,256
Change+738 (+4%)
Value$4.4M (-$548.3K)
Filed 2026-11-05
Community Financial Services Group, LLC
DECREASED
Shares18,971 from 19,021
Change-50 (0%)
Value$4.4M (-$726.8K)
Filed 2026-10-15
Plato Investment Management Ltd
INCREASED
Shares18,889 from 18,857
Change+32 (+0%)
Value$4.4M (-$688.3K)
Filed 2026-11-05
Oak Asset Management, LLC
INCREASED
Shares18,843 from 17,768
Change+1,075 (+6%)
Value$4.4M (-$451.2K)
Filed 2026-10-13
Fisher Funds Management LTD
INCREASED
Shares18,726 from 8,726
Change+10,000 (+115%)
Value$4.3M (+$2.0M)
Filed 2026-10-13
Range Financial Group LLC
INCREASED
Shares18,701 from 17,610
Change+1,091 (+6%)
Value$4.3M (-$441.3K)
Filed 2026-10-21
L. Roy Papp & Associates, LLP
INCREASED
Shares18,617 from 15,089
Change+3,528 (+23%)
Value$4.3M (+$220.7K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
DECREASED
Shares18,611 from 21,786
Change-3,175 (-15%)
Value$4.3M (-$1.6M)
Filed 2026-10-22
Equitable Trust Co
DECREASED
Shares18,473 from 18,973
Change-500 (-3%)
Value$4.3M (-$862.4K)
Filed 2026-10-13
Securian Asset Management, Inc
DECREASED
Shares18,381 from 18,873
Change-492 (-3%)
Value$4.2M (-$807.6K)
Filed 2026-11-06
Liberty Capital Management, Inc.
DECREASED
Shares18,332 from 19,868
Change-1,536 (-8%)
Value$4.2M (-$1.1M)
Filed 2026-11-02
Hengehold Capital Management LLC
INCREASED
Shares18,266 from 14,915
Change+3,351 (+22%)
Value$4.2M (+$186.5K)
Filed 2026-10-16
Adams Asset Advisors, LLC
NEW
Shares18,224
Change+18,224
Value$4.2M
Filed 2026-10-08
Stenger Family Office, LLC
INCREASED
Shares18,186 from 12,394
Change+5,792 (+47%)
Value$4.3M (+$938.0K)
Filed 2026-10-22
Nilsine Partners, LLC
DECREASED
Shares18,183 from 20,271
Change-2,088 (-10%)
Value$4.2M (-$1.3M)
Filed 2026-11-02
Raiffeisen Bank International AG
DECREASED
Shares18,058 from 18,458
Change-400 (-2%)
Value$4.2M (-$709.4K)
Filed 2026-10-28
DLK Investment Management, LLC
INCREASED
Shares18,057 from 14,923
Change+3,134 (+21%)
Value$4.2M (+$367.1K)
Filed 2026-10-09
Burney Co/
DECREASED
Shares18,017 from 18,364
Change-347 (-2%)
Value$4.2M (-$803.2K)
Filed 2026-10-15
Revisor Wealth Management LLC
INCREASED
Shares18,009 from 17,705
Change+304 (+2%)
Value$4.4M (-$411.8K)
Filed 2026-10-20
Gamma Investing LLC
DECREASED
Shares17,978 from 19,421
Change-1,443 (-7%)
Value$4.2M (-$1.1M)
Filed 2026-10-08
American National Bank & Trust
DECREASED
Shares17,799 from 18,634
Change-835 (-4%)
Value$4.1M (-$926.4K)
Filed 2026-10-07
M Holdings Securities, Inc.
NEW
Shares17,784
Change+17,784
Value$4.7K
Filed 2026-11-03
Schmidt P J Investment Management Inc
DECREASED
Shares17,698 from 26,590
Change-8,892 (-33%)
Value$4.1M (-$3.1M)
Filed 2026-11-02
RMR Wealth Builders
INCREASED
Shares17,692 from 15,458
Change+2,234 (+14%)
Value$4.1M (-$92.8K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
DECREASED
Shares17,627 from 17,971
Change-344 (-2%)
Value$4.1M (-$786.9K)
Filed 2026-11-03
Alkeme Wealth, LLC
DECREASED
Shares17,609 from 17,786
Change-177 (-1%)
Value$4.1M (-$741.1K)
Filed 2026-10-08
St. Louis Financial Planners Asset Management, LLC
NEW
Shares17,502
Change+17,502
Value$4.4M
Filed 2026-10-16
Plimoth Trust Co LLC
INCREASED
Shares17,455 from 17,212
Change+243 (+1%)
Value$4.0M (-$621.5K)
Filed 2026-10-26
Lmcg Investments, LLC
DECREASED
Shares17,425 from 17,771
Change-346 (-2%)
Value$4.0M (-$779.5K)
Filed 2026-10-21
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares17,398 from 15,530
Change+1,868 (+12%)
Value$4.0M (-$180.0K)
Filed 2026-11-05
Pioneer Trust Bank N A
INCREASED
Shares17,394 from 17,271
Change+123 (+1%)
Value$4.0M (-$651.6K)
Filed 2026-11-06
Rockline Wealth Management, LLC
DECREASED
Shares17,389 from 17,513
Change-124 (-1%)
Value$4.0M (-$718.0K)
Filed 2026-10-26
Valmark Advisers, Inc.
DECREASED
Shares17,373 from 17,418
Change-45 (0%)
Value$4.0M (-$696.1K)
Filed 2026-11-06
Univest Financial Corp
INCREASED
Shares17,311 from 14,652
Change+2,659 (+18%)
Value$4.0M (+$37.2K)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares17,261 from 19,769
Change-2,508 (-13%)
Value$4.0M (-$1.4M)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares16,969 from 16,849
Change+120 (+1%)
Value$3.9M (-$1.3M)
Filed 2026-10-13
Cypress Capital Group
DECREASED
Shares16,907 from 24,881
Change-7,974 (-32%)
Value$3.9M (-$2.8M)
Filed 2026-11-03
Orange Investment Advisors, Inc.
INCREASED
Shares16,835 from 16,796
Change+39 (+0%)
Value$3.9M (-$652.1K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares16,758 from 17,159
Change-401 (-2%)
Value$3.9M (-$764.4K)
Filed 2026-10-23
Appleton Partners Inc
INCREASED
Shares16,537 from 16,532
Change+5 (+0%)
Value$3.8K (-$4.5M)
Filed 2026-10-30
Jericho Financial, LLP
INCREASED
Shares16,532 from 16,205
Change+327 (+2%)
Value$3.8M (-$562.5K)
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares16,521 from 17,059
Change-538 (-3%)
Value$3.8M (-$795.8K)
Filed 2026-10-23
Peoples Financial Services Corp.
DECREASED
Shares16,500 from 16,626
Change-126 (-1%)
Value$3.8M (-$683.5K)
Filed 2026-10-20
Butensky & Cohen Financial Security, Inc
DECREASED
Shares16,488 from 19,429
Change-2,941 (-15%)
Value$3.8M (-$1.4M)
Filed 2026-10-13
Lineweaver Wealth Advisors, LLC
INCREASED
Shares16,410 from 16,078
Change+332 (+2%)
Value$3.8M (-$556.4K)
Filed 2026-10-13
Independent Investors Inc
DECREASED
Shares16,316 from 16,616
Change-300 (-2%)
Value$3.8M (-$723.5K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares16,241 from 13,059
Change+3,182 (+24%)
Value$3.8M (+$220.7K)
Filed 2026-10-23
Greenleaf Trust
DECREASED
Shares16,205 from 16,991
Change-786 (-5%)
Value$3.7M (-$850.5K)
Filed 2026-10-29
Trilogy Capital Inc.
INCREASED
Shares16,193 from 2,527
Change+13,666 (+541%)
Value$3.7M (+$3.1M)
Filed 2026-10-20
Gables Capital Management Inc.
INCREASED
Shares16,111 from 13,551
Change+2,560 (+19%)
Value$3.7M (+$57.7K)
Filed 2026-11-04
Parallel Advisors, LLC
DECREASED
Shares16,107 from 16,292
Change-185 (-1%)
Value$3.7M (-$684.4K)
Filed 2026-11-03
RIA Advisory Group LLC
DECREASED
Shares16,073 from 22,473
Change-6,400 (-28%)
Value$3.7M (-$2.4M)
Filed 2026-10-15
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares15,937 from 16,613
Change-676 (-4%)
Value$3.7M (-$810.2K)
Filed 2026-11-03
CWA Asset Management Group, LLC
DECREASED
Shares15,875 from 17,143
Change-1,268 (-7%)
Value$3.7M (-$967.7K)
Filed 2026-10-19
Investment Advisory Services Inc
DECREASED
Shares15,865 from 16,202
Change-337 (-2%)
Value$3.7M (-$715.8K)
Filed 2026-10-27
Quadrant Capital Group LLC
DECREASED
Shares15,856 from 19,701
Change-3,845 (-20%)
Value$3.7M (-$1.6M)
Filed 2026-10-20
Private Management Group Inc
INCREASED
Shares15,819 from 15,809
Change+10 (+0%)
Value$3.7M (-$620.1K)
Filed 2026-11-04
TCI Wealth Advisors, Inc.
DECREASED
Shares15,749 from 19,048
Change-3,299 (-17%)
Value$3.6M (-$1.5M)
Filed 2026-10-30
GPM Growth Investors, Inc.
DECREASED
Shares15,722 from 16,162
Change-440 (-3%)
Value$3.6M (-$737.9K)
Filed 2026-10-30
Goelzer Investment Management, Inc.
DECREASED
Shares15,672 from 15,915
Change-243 (-2%)
Value$3.6M (-$682.7K)
Filed 2026-10-16
First Premier Bank
DECREASED
Shares15,541 from 16,588
Change-1,047 (-6%)
Value$3.6K (-$895)
Filed 2026-10-13
Vista Investment Partners LLC
INCREASED
Shares15,484 from 9,170
Change+6,314 (+69%)
Value$3.6M (+$1.1M)
Filed 2026-10-08
TCV Trust & Wealth Management, Inc.
INCREASED
Shares15,320 from 15,025
Change+295 (+2%)
Value$3.5M (-$523.4K)
Filed 2026-10-16
Churchill Financial Advisors, LLC
DECREASED
Shares15,269 from 20,285
Change-5,016 (-25%)
Value$3.5M (-$2.0M)
Filed 2026-10-20
Tema Etfs LLC
INCREASED
Shares15,227 from 14,939
Change+288 (+2%)
Value$3.5M (-$521.6K)
Filed 2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares15,064 from 16,096
Change-1,032 (-6%)
Value$3.5M (-$871.9K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares14,977 from 12,030
Change+2,947 (+25%)
Value$3.6M (+$300.7K)
Filed 2026-11-03
Woodstock Corp
INCREASED
Shares14,937 from 14,710
Change+227 (+2%)
Value$3.4M (-$526.7K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED
Shares14,854 from 14,558
Change+296 (+2%)
Value$3.4M (-$504.7K)
Filed 2026-10-30
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares14,834 from 13,025
Change+1,809 (+14%)
Value$3.4M (-$95.1K)
Filed 2026-10-26
Nikulski Financial, Inc.
DECREASED
Shares14,807 from 15,274
Change-467 (-3%)
Value$3.4M (-$709.1K)
Filed 2026-11-06
Valley National Advisers Inc
INCREASED
Shares14,804 from 6,145
Change+8,659 (+141%)
Value$3.4M (+$1.8M)
Filed 2026-10-23
Columbia Asset Management
DECREASED
Shares14,784 from 15,584
Change-800 (-5%)
Value$3.4M (-$798.3K)
Filed 2026-10-19
Journey Advisory Group, LLC
INCREASED
Shares14,760 from 13,571
Change+1,189 (+9%)
Value$3.4M (-$259.7K)
Filed 2026-11-04
Bfsg, LLC
INCREASED
Shares14,671 from 14,441
Change+230 (+2%)
Value$3.4M (-$515.4K)
Filed 2026-10-30
Signet Investment Advisory Group, Inc.
INCREASED
Shares14,655 from 13,547
Change+1,108 (+8%)
Value$3.4M (-$277.5K)
Filed 2026-10-30
Apella Capital, LLC
INCREASED
Shares14,542 from 13,147
Change+1,395 (+11%)
Value$3.4M (-$352.9K)
Filed 2026-10-08
Valley Wealth Managers, Inc.
INCREASED
Shares14,489 from 13,853
Change+636 (+5%)
Value$3.3M (-$398.5K)
Filed 2026-10-09
Strong Tower Advisory Services
INCREASED
Shares14,443 from 14,085
Change+358 (+3%)
Value$3.3M (-$471.8K)
Filed 2026-10-13
Pinnacle Financial Group, LLC / IL
DECREASED
Shares14,423 from 14,621
Change-198 (-1%)
Value$3.3M (-$621.2K)
Filed 2026-10-29
HBK Sorce Advisory LLC
DECREASED
Shares14,358 from 15,144
Change-786 (-5%)
Value$4.0M (-$157.3K)
Filed 2026-11-06
Resonant Capital Advisors, LLC
INCREASED
Shares14,275 from 14,015
Change+260 (+2%)
Value$3.3M (-$491.7K)
Filed 2026-10-15
Community Bank, N.A.
DECREASED
Shares14,202 from 14,533
Change-331 (-2%)
Value$3.3M (-$648.5K)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares14,197 from 14,054
Change+143 (+1%)
Value$3.3M (-$520.3K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares14,170 from 21,406
Change-7,236 (-34%)
Value$3.3M (-$2.5M)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares14,143 from 8,010
Change+6,133 (+77%)
Value$3.3M (+$1.1M)
Filed 2026-10-29
Chemung Canal Trust Co
DECREASED
Shares14,115 from 14,348
Change-233 (-2%)
Value$3.3M (-$618.7K)
Filed 2026-11-04
Chicago Capital, LLC
DECREASED
Shares14,020 from 18,044
Change-4,024 (-22%)
Value$3.2M (-$1.6M)
Filed 2026-10-13
Confluence Wealth Services, Inc.
DECREASED
Shares13,964 from 14,998
Change-1,034 (-7%)
Value$3.2M (-$829.4K)
Filed 2026-11-05
V-Square Quantitative Management LLC
INCREASED
Shares13,945 from 12,955
Change+990 (+8%)
Value$3.2M (-$281.4K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares13,931 from 14,348
Change-417 (-3%)
Value$3.2M (-$661.2K)
Filed 2026-10-20
Brookmont Capital Management
INCREASED
Shares13,923 from 13,898
Change+25 (+0%)
Value$3.2M (-$541.6K)
Filed 2026-10-23
Virginia Wealth Management Group, Inc.
INCREASED
Shares13,865 from 13,620
Change+245 (+2%)
Value$3.2M (-$479.7K)
Filed 2026-10-14
BAR Harbor Wealth Management
DECREASED
Shares13,826 from 14,069
Change-243 (-2%)
Value$3.2M (-$610.0K)
Filed 2026-10-21
Mystic Asset Management, Inc.
DECREASED
Shares13,751 from 13,783
Change-32 (0%)
Value$3.2M (-$550.0K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
DECREASED
Shares13,706 from 14,190
Change-484 (-3%)
Value$3.2M (-$670.3K)
Filed 2026-11-04
Rossmore Private Capital
DECREASED
Shares13,682 from 14,111
Change-429 (-3%)
Value$3.2M (-$654.6K)
Filed 2026-10-27
WealthPlan Investment Management, LLC
DECREASED
Shares13,682 from 14,061
Change-379 (-3%)
Value$3.2M (-$641.2K)
Filed 2026-10-15
Cohen Investment Advisors LLC
INCREASED
Shares13,588 from 13,094
Change+494 (+4%)
Value$3.1M (-$401.4K)
Filed 2026-10-20
Clearstead Trust, LLC
INCREASED
Shares13,556 from 13,370
Change+186 (+1%)
Value$3.1M (-$483.5K)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares13,549 from 13,043
Change+506 (+4%)
Value$3.1M (-$396.8K)
Filed 2026-11-06
TD Private Client Wealth LLC
INCREASED
Shares13,548 from 12,734
Change+814 (+6%)
Value$3.1M (-$313.4K)
Filed 2026-10-28
Joel Isaacson & Co., LLC
INCREASED
Shares13,536 from 13,502
Change+34 (+0%)
Value$3.1M (-$523.7K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares13,471 from 14,402
Change-931 (-6%)
Value$3.1M (-$782.0K)
Filed 2026-10-13
LEE Danner & Bass Inc
DECREASED
Shares13,390 from 13,554
Change-164 (-1%)
Value$3.1M (-$571.5K)
Filed 2026-10-27
Financial Security Advisor, Inc.
DECREASED
Shares13,216 from 13,352
Change-136 (-1%)
Value$3.1M (-$557.2K)
Filed 2026-11-03
Pathway Financial Advisers, LLC
INCREASED
Shares13,178 from 12,752
Change+426 (+3%)
Value$3.0M (-$403.8K)
Filed 2026-10-27
McKinley Carter Wealth Services, Inc.
INCREASED
Shares13,076 from 12,776
Change+300 (+2%)
Value$3.0M (-$433.7K)
Filed 2026-10-16
WBH Advisory Inc
DECREASED
Shares13,073 from 13,544
Change-471 (-3%)
Value$3.0M (-$641.9K)
Filed 2026-11-05
Eagle Global Advisors LLC
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$3.0M (-$511.8K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares12,909 from 10,407
Change+2,502 (+24%)
Value$3.0M (+$168.1K)
Filed 2026-10-08
Smith Salley Wealth Management
DECREASED
Shares12,861 from 13,108
Change-247 (-2%)
Value$3.0M (-$573.3K)
Filed 2026-11-03
Profund Advisors LLC
INCREASED
Shares12,858 from 12,305
Change+553 (+4%)
Value$3.0M (-$356.7K)
Filed 2026-10-29
Bell Bank
INCREASED
Shares12,846 from 12,388
Change+458 (+4%)
Value$3.0M (-$381.9K)
Filed 2026-10-21
Avior Wealth Management, LLC
DECREASED
Shares12,844 from 13,666
Change-822 (-6%)
Value$3.0M (-$727.9K)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares12,809 from 13,142
Change-333 (-3%)
Value$3.0M (-$594.4K)
Filed 2026-11-03
Asset Planning,Inc
DECREASED
Shares12,795 from 12,799
Change-4 (0%)
Value$3.0M (-$504.9K)
Filed 2026-10-26
Parthenon LLC
UNCHANGED
Shares12,788 from 12,788
Change0 (0%)
Value$3.0M (-$503.5K)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
DECREASED
Shares12,746 from 13,393
Change-647 (-5%)
Value$2.9M (-$676.7K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED
Shares12,722 from 15,648
Change-2,926 (-19%)
Value$2.9M (-$1.3M)
Filed 2026-10-08
Greatmark Investment Partners, Inc.
DECREASED
Shares12,438 from 12,838
Change-400 (-3%)
Value$2.9M (-$597.7K)
Filed 2026-10-28
Independent Solutions Wealth Management, LLC
INCREASED
Shares12,346 from 11,130
Change+1,216 (+11%)
Value$2.9M (-$157.3K)
Filed 2026-10-28
Sterling Wealth Management, Inc.
DECREASED
Shares12,185 from 12,187
Change-2 (0%)
Value$2.8M (-$480.3K)
Filed 2026-10-23
Ticino Wealth
INCREASED
Shares12,144 from 10,521
Change+1,623 (+15%)
Value$2.8M (-$39.4K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares12,115 from 13,672
Change-1,557 (-11%)
Value$2.8M (-$897.9K)
Filed 2026-10-13
Moody National Bank Trust Division
INCREASED
Shares12,106 from 10,373
Change+1,733 (+17%)
Value$2.8M (-$8.2K)
Filed 2026-10-06
Bell Asset Management Ltd
DECREASED
Shares12,098 from 14,820
Change-2,722 (-18%)
Value$2.8M (-$1.2M)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares11,994 from 15,416
Change-3,422 (-22%)
Value$2.8M (-$1.4M)
Filed 2026-11-05
GAM Holding AG
NEW
Shares11,943
Change+11,943
Value$2.8M
Filed 2026-11-03
Cardinal Point Capital Management ULC
DECREASED
Shares11,879 from 12,529
Change-650 (-5%)
Value$2.7M (-$643.4K)
Filed 2026-10-21
Penobscot Investment Management Company, Inc.
INCREASED
Shares11,853 from 10,294
Change+1,559 (+15%)
Value$2.7M (-$45.2K)
Filed 2026-10-26
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares11,848 from 11,825
Change+23 (+0%)
Value$2.7M (-$460.0K)
Filed 2026-10-16
Hunter Associates Investment Management LLC
INCREASED
Shares11,813 from 9,640
Change+2,173 (+23%)
Value$2.7K (-$2.6M)
Filed 2026-10-26
Ascent Wealth Partners, LLC
INCREASED
Shares11,709 from 11,636
Change+73 (+1%)
Value$2.7M (-$441.3K)
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares11,664 from 9,309
Change+2,355 (+25%)
Value$2.8M (+$192.9K)
Filed 2026-10-20
Texas Bank & Trust Co
INCREASED
Shares11,603 from 11,181
Change+422 (+4%)
Value$2.7M (-$342.7K)
Filed 2026-11-04
Brady Family Wealth, LLC
DECREASED
Shares11,593 from 11,740
Change-147 (-1%)
Value$2.7M (-$496.2K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares11,543 from 7,995
Change+3,548 (+44%)
Value$2.7M (+$542.5K)
Filed 2026-10-22
Finer Wealth Management, Inc.
INCREASED
Shares11,501 from 10,825
Change+676 (+6%)
Value$2.7M (-$270.0K)
Filed 2026-10-16
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$2.7M (-$452.8K)
Filed 2026-11-03
Delta Capital Management LLC
DECREASED
Shares11,450 from 11,460
Change-10 (0%)
Value$2.6K (-$454)
Filed 2026-10-16
Coastline Trust Co
DECREASED
Shares11,423 from 12,268
Change-845 (-7%)
Value$2.6M (-$678.1K)
Filed 2026-10-01
Braun Stacey Associates Inc
DECREASED
Shares11,405 from 11,505
Change-100 (-1%)
Value$2.6M (-$476.0K)
Filed 2026-10-19
Alpha Omega Wealth Management LLC
INCREASED
Shares11,375 from 11,240
Change+135 (+1%)
Value$2.6M (-$411.1K)
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares11,249 from 11,056
Change+193 (+2%)
Value$2.6M (-$390.7K)
Filed 2026-11-02
Cordgrass Capital Advisors, LLC
INCREASED
Shares11,201 from 11,163
Change+38 (+0%)
Value$2.6M (-$430.7K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares11,115 from 15,578
Change-4,463 (-29%)
Value$2.6M (-$1.6M)
Filed 2026-10-27
Gibbs Wealth Management
INCREASED
Shares11,111 from 10,583
Change+528 (+5%)
Value$2.6M (-$294.7K)
Filed 2026-10-22
Pictet Bank & Trust Ltd
DECREASED
Shares11,000 from 11,400
Change-400 (-4%)
Value$2.5M (-$541.2K)
Filed 2026-10-21
Columbia Bank
INCREASED
Shares10,917 from 10,128
Change+789 (+8%)
Value$2.5M (-$216.5K)
Filed 2026-10-29
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares10,915 from 10,308
Change+607 (+6%)
Value$2.5M (-$265.6K)
Filed 2026-10-30
Sawyer & Company, Inc
DECREASED
Shares10,883 from 11,058
Change-175 (-2%)
Value$2.5M (-$475.8K)
Filed 2026-10-21
Central Valley Advisors, LLC
INCREASED
Shares10,879 from 10,600
Change+279 (+3%)
Value$2.5M (-$352.9K)
Filed 2026-10-27
Collaborative Wealth Managment Inc.
UNCHANGED
Shares10,876 from 10,876
Change0 (0%)
Value$2.5M (-$428.2K)
Filed 2026-11-06
Investment Partners, Ltd.
INCREASED
Shares10,855 from 5,510
Change+5,345 (+97%)
Value$2.5M (+$1.0M)
Filed 2026-10-29
Indivisible Partners
INCREASED
Shares10,846 from 8,279
Change+2,567 (+31%)
Value$2.5M (+$266.8K)
Filed 2026-10-26
ICW Investment Advisors LLC
DECREASED
Shares10,743 from 10,872
Change-129 (-1%)
Value$2.5M (-$457.6K)
Filed 2026-10-27
Independence Bank of Kentucky
INCREASED
Shares10,724 from 10,629
Change+95 (+1%)
Value$2.5M (-$396.5K)
Filed 2026-10-26
Integras Partners LLC
INCREASED
Shares10,715 from 10,557
Change+158 (+2%)
Value$2.5M (-$379.1K)
Filed 2026-10-30
Clear Trail Advisors, LLC
DECREASED
Shares10,712 from 12,281
Change-1,569 (-13%)
Value$2.5M (-$845.8K)
Filed 2026-10-20
Woodmont Investment Counsel LLC
DECREASED
Shares10,711 from 11,287
Change-576 (-5%)
Value$2.5M (-$577.4K)
Filed 2026-10-29
Koshinski Asset Management, Inc.
DECREASED
Shares10,708 from 10,831
Change-123 (-1%)
Value$2.5M (-$454.8K)
Filed 2026-10-29
Louisbourg Investments Inc.
INCREASED
Shares10,686 from 10,620
Change+66 (+1%)
Value$2.1M (-$337.4K)
Filed 2026-10-20
InvesTrust
DECREASED
Shares10,630 from 12,445
Change-1,815 (-15%)
Value$2.5M (-$909.1K)
Filed 2026-10-14
Great Lakes Retirement, Inc.
INCREASED
Shares10,608 from 10,210
Change+398 (+4%)
Value$2.4M (-$310.2K)
Filed 2026-10-26
Marathon Wealth Advisors LLC
INCREASED
Shares10,571 from 10,510
Change+61 (+1%)
Value$2.4M (-$399.6K)
Filed 2026-11-04
EPG Wealth Management LLC
INCREASED
Shares10,568 from 7,891
Change+2,677 (+34%)
Value$2.4M (+$307.7K)
Filed 2026-11-03
Simon Quick Advisors, LLC
DECREASED
Shares10,566 from 11,270
Change-704 (-6%)
Value$2.4M (-$606.3K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares10,502 from 9,143
Change+1,359 (+15%)
Value$2.4M (-$46.1K)
Filed 2026-10-21
Concord Asset Management, LLC
INCREASED
Shares10,481 from 10,088
Change+393 (+4%)
Value$2.4M (-$306.5K)
Filed 2026-11-02
Skylands Capital, LLC
NEW
Shares10,450
Change+10,450
Value$2.4M
Filed 2026-10-21
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares10,439 from 9,662
Change+777 (+8%)
Value$2.4M (-$201.0K)
Filed 2026-10-14
Aviance Capital Partners, LLC
DECREASED
Shares10,439 from 10,652
Change-213 (-2%)
Value$2.4M (-$468.6K)
Filed 2026-10-29
Chicago Trust Co NA
INCREASED
Shares10,428 from 9,507
Change+921 (+10%)
Value$2.4M (-$161.6K)
Filed 2026-10-28
Shoker Investment Counsel, Inc.
INCREASED
Shares10,408 from 10,209
Change+199 (+2%)
Value$2.4M (-$356.2K)
Filed 2026-11-04
Catherine Avery Investment Management LLC
DECREASED
Shares10,397 from 21,006
Change-10,609 (-50%)
Value$2.4M (-$3.3M)
Filed 2026-10-14
Citadel Investment Advisory, Inc.
INCREASED
Shares10,392 from 10,274
Change+118 (+1%)
Value$2.4M (-$377.0K)
Filed 2026-10-15
CGN Advisors LLC
DECREASED
Shares10,386 from 10,897
Change-511 (-5%)
Value$2.4M (-$547.0K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares10,339 from 12,298
Change-1,959 (-16%)
Value$2.4M (-$936.7K)
Filed 2026-10-15
Kavar Capital Partners Group, LLC
DECREASED
Shares10,336 from 10,515
Change-179 (-2%)
Value$2.4M (-$455.4K)
Filed 2026-11-06
OMC Financial Services LTD
DECREASED
Shares10,330 from 18,559
Change-8,229 (-44%)
Value$2.4M (-$2.6M)
Filed 2026-10-19
Williams Jones Wealth Management, Llc.
DECREASED
Shares10,317 from 10,358
Change-41 (0%)
Value$2.4M (-$417.3K)
Filed 2026-11-05
Axxion S.A.
INCREASED
Shares10,281 from 9,871
Change+410 (+4%)
Value$2.4M (+$47.4K)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares10,255 from 3,111
Change+7,144 (+230%)
Value$2.4M (+$1.5M)
Filed 2026-10-28
Gerald Baker Financial Group LLC
INCREASED
Shares10,228 from 10,130
Change+98 (+1%)
Value$2.4M (-$376.3K)
Filed 2026-10-09
Diversified Trust Co
INCREASED
Shares10,219 from 9,527
Change+692 (+7%)
Value$2.4M (-$215.3K)
Filed 2026-11-06
Northcape Wealth Management, LLC
DECREASED
Shares10,186 from 10,276
Change-90 (-1%)
Value$2.4M (-$425.3K)
Filed 2026-11-04
Tctc Holdings, LLC
INCREASED
Shares10,181 from 10,116
Change+65 (+1%)
Value$2.4M (-$383.3K)
Filed 2026-11-02
Citizens National Bank Trust Department
DECREASED
Shares10,168 from 10,605
Change-437 (-4%)
Value$2.3M (-$518.4K)
Filed 2026-11-04
Arrow Financial Corp
INCREASED
Shares10,096 from 9,690
Change+406 (+4%)
Value$2.3M (-$287.7K)
Filed 2026-10-26
Raab & Moskowitz Asset Management LLC
DECREASED
Shares10,024 from 10,633
Change-609 (-6%)
Value$2.3M (-$559.2K)
Filed 2026-11-02
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$2.3M (-$393.7K)
Filed 2026-11-06
Romano Brothers and Company
DECREASED
Shares9,935 from 10,704
Change-769 (-7%)
Value$2.3M (-$599.0K)
Filed 2026-10-22
RED Cedar Investment Management, LLC
DECREASED
Shares9,907 from 14,120
Change-4,213 (-30%)
Value$2.3M (-$1.5M)
Filed 2026-11-04
Central Bank & Trust Co
INCREASED
Shares9,892 from 6,524
Change+3,368 (+52%)
Value$2.3M (+$521.0K)
Filed 2026-10-09
Affinity Capital Advisors, LLC
INCREASED
Shares9,860 from 9,747
Change+113 (+1%)
Value$2.3M (-$404.9K)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares9,849 from 10,684
Change-835 (-8%)
Value$2.3M (-$613.5K)
Filed 2026-10-06
Iowa State Bank
DECREASED
Shares9,844 from 10,054
Change-210 (-2%)
Value$2.3M (-$444.3K)
Filed 2026-10-06
Courier Capital LLC
DECREASED
Shares9,819 from 10,155
Change-336 (-3%)
Value$2.3M (-$477.3K)
Filed 2026-10-19
Lester Murray Antman dba SimplyRich
DECREASED
Shares9,812 from 10,764
Change-952 (-9%)
Value$2.3M (-$643.0K)
Filed 2026-11-06
Silver Lake Advisory, LLC
DECREASED
Shares9,804 from 9,905
Change-101 (-1%)
Value$2.3M (-$413.3K)
Filed 2026-10-22
Franklin Street Advisors Inc
DECREASED
Shares9,803 from 10,587
Change-784 (-7%)
Value$2.3M (-$597.8K)
Filed 2026-10-13
Charles Schwab Trust Co
INCREASED
Shares9,795 from 2,912
Change+6,883 (+236%)
Value$2.3M (+$1.5M)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares9,786 from 7,290
Change+2,496 (+34%)
Value$2.3M (+$312.2K)
Filed 2026-10-13
Carret Asset Management, LLC
DECREASED
Shares9,748 from 11,014
Change-1,266 (-11%)
Value$2.3M (-$725.8K)
Filed 2026-11-04
Nations Financial Group Inc,
DECREASED
Shares9,739 from 9,789
Change-50 (-1%)
Value$2.2M (-$397.1K)
Filed 2026-11-05
Gryphon Financial Partners LLC
DECREASED
Shares9,736 from 10,113
Change-377 (-4%)
Value$2.2M (-$485.2K)
Filed 2026-11-04
Evergreen Capital Management LLC
DECREASED
Shares9,730 from 17,296
Change-7,566 (-44%)
Value$2.2M (-$2.4M)
Filed 2026-10-23
Daytona Street Capital LLC
INCREASED
Shares9,725 from 8,874
Change+851 (+10%)
Value$2.3M (-$195.5K)
Filed 2026-10-15
Focus Financial Network, Inc.
DECREASED
Shares9,666 from 11,864
Change-2,198 (-19%)
Value$2.2M (-$974.7K)
Filed 2026-10-14
Promethium Advisors,llc
INCREASED
Shares9,663 from 7,945
Change+1,718 (+22%)
Value$2.2M (+$84.0K)
Filed 2026-10-19
Bellecapital International Ltd.
INCREASED
Shares9,624 from 6,824
Change+2,800 (+41%)
Value$2.2M (+$378.0K)
Filed 2026-10-21
Procyon Advisors, LLC
INCREASED
Shares9,616 from 9,494
Change+122 (+1%)
Value$2.2M (-$345.8K)
Filed 2026-10-21
Impact Capital Partners LLC
INCREASED
Shares9,603 from 9,579
Change+24 (+0%)
Value$2.2M (-$371.6K)
Filed 2026-10-22
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares9,574 from 5,681
Change+3,893 (+69%)
Value$2.2M (+$675.4K)
Filed 2026-10-22
First Financial Bank - Trust Division
DECREASED
Shares9,565 from 9,692
Change-127 (-1%)
Value$2.2M (-$410.9K)
Filed 2026-10-01
SJS Investment Consulting Inc.
INCREASED
Shares9,561 from 9,331
Change+230 (+2%)
Value$2.2M (-$314.2K)
Filed 2026-10-26
Heritage Wealth Management, Inc.
DECREASED
Shares9,548 from 9,672
Change-124 (-1%)
Value$2.2M (-$409.6K)
Filed 2026-10-28
Norden Group LLC
INCREASED
Shares9,471 from 8,910
Change+561 (+6%)
Value$2.2M (-$220.9K)
Filed 2026-10-20
Triglav Investments, D.O.O.
DECREASED
Shares9,447 from 11,253
Change-1,806 (-16%)
Value$2.2M (-$858.2K)
Filed 2026-11-06
Marino, Stram & Associates LLC
INCREASED
Shares9,437 from 9,288
Change+149 (+2%)
Value$2.2M (-$331.4K)
Filed 2026-10-22
Weil Company, Inc.
DECREASED
Shares9,381 from 9,382
Change-1 (0%)
Value$2.2M (-$369.6K)
Filed 2026-10-14
Forum Financial Management, LP
INCREASED
Shares9,372 from 9,360
Change+12 (+0%)
Value$2.2M (-$365.6K)
Filed 2026-10-16
Advisor OS, LLC
DECREASED
Shares9,348 from 11,987
Change-2,639 (-22%)
Value$2.2M (-$1.1M)
Filed 2026-11-03
CPA Asset Management Group, LLC
DECREASED
Shares9,341 from 9,970
Change-629 (-6%)
Value$2.2M (-$537.8K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
DECREASED
Shares9,292 from 9,301
Change-9 (0%)
Value$2.1M (-$367.5K)
Filed 2026-10-30
Salomon & Ludwin, LLC
DECREASED
Shares9,269 from 9,806
Change-537 (-5%)
Value$2.1M (-$501.7K)
Filed 2026-10-29
Provident Investment Management, Inc.
UNCHANGED
Shares9,250 from 9,250
Change0 (0%)
Value$2.1M (-$364.2K)
Filed 2026-10-23
Platform Technology Partners
DECREASED
Shares9,227 from 10,788
Change-1,561 (-14%)
Value$2.1M (-$785.2K)
Filed 2026-11-02
Clear Harbor Asset Management, LLC
INCREASED
Shares9,190 from 3,558
Change+5,632 (+158%)
Value$2.1M (+$1.2M)
Filed 2026-11-05
First United Bank & Trust
DECREASED
Shares9,167 from 9,642
Change-475 (-5%)
Value$2.1M (-$489.3K)
Filed 2026-10-22
Claro Advisors Inc.
DECREASED
Shares9,153 from 11,127
Change-1,974 (-18%)
Value$2.1M (-$894.0K)
Filed 2026-11-02
Private Wealth Partners, LLC
DECREASED
Shares9,135 from 10,227
Change-1,092 (-11%)
Value$2.1M (-$654.8K)
Filed 2026-10-22
Fragasso Financial Advisors Inc
INCREASED
Shares9,092 from 4,558
Change+4,534 (+99%)
Value$2.1M (+$906.7K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares9,066
Change+9,066
Value$2.1M
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares9,052 from 11,231
Change-2,179 (-19%)
Value$2.1M (-$945.5K)
Filed 2026-11-04
Howland Capital Management LLC
DECREASED
Shares9,047 from 10,348
Change-1,301 (-13%)
Value$2.1M (-$707.8K)
Filed 2026-10-22
Capital City Trust Co
DECREASED
Shares9,010 from 9,044
Change-34 (0%)
Value$2.1M (-$363.9K)
Filed 2026-10-22
Dillon & Associates Inc
DECREASED
Shares9,001 from 9,081
Change-80 (-1%)
Value$2.1K (-$2.4M)
Filed 2026-10-22
Inscription Capital, LLC
DECREASED
Shares9,000 from 10,806
Change-1,806 (-17%)
Value$2.1M (-$842.5K)
Filed 2026-11-02
Cohen Klingenstein LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$2.1M (-$354.3K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares8,997 from 7,997
Change+1,000 (+13%)
Value$2.1M (-$83.9K)
Filed 2026-10-26
LaFleur & Godfrey LLC
DECREASED
Shares8,889 from 9,134
Change-245 (-3%)
Value$2.1M (-$416.2K)
Filed 2026-10-27
Lawson Kroeker Investment Management Inc
DECREASED
Shares8,865 from 8,955
Change-90 (-1%)
Value$2.0M (-$373.3K)
Filed 2026-10-22
United Bank
INCREASED
Shares8,859 from 7,687
Change+1,172 (+15%)
Value$2.0M (-$32.0K)
Filed 2026-11-06
Globalt Investments LLC / GA
DECREASED
Shares8,856 from 9,134
Change-278 (-3%)
Value$2.0M (-$423.9K)
Filed 2026-10-27
Old Second National Bank of Aurora
INCREASED
Shares8,828 from 7,262
Change+1,566 (+22%)
Value$2.0M (+$75.7K)
Filed 2026-10-22
Foster Group, Inc.
DECREASED
Shares8,817 from 9,155
Change-338 (-4%)
Value$2.0M (-$438.5K)
Filed 2026-10-13
Fulton Bank, N.A.
INCREASED
Shares8,815 from 8,767
Change+48 (+1%)
Value$2.0M (-$334.1K)
Filed 2026-10-14
Kennon-Green & Company, LLC
DECREASED
Shares8,810 from 9,016
Change-206 (-2%)
Value$2.0M (-$402.5K)
Filed 2026-10-05
Formidable Asset Management, LLC
DECREASED
Shares8,765 from 9,164
Change-399 (-4%)
Value$2.4M (-$478.6K)
Filed 2026-11-03
Reynders McVeigh Capital Management, LLC
DECREASED
Shares8,731 from 8,875
Change-144 (-2%)
Value$2.0M (-$382.6K)
Filed 2026-10-30
Asset Dedication, LLC
DECREASED
Shares8,727 from 10,683
Change-1,956 (-18%)
Value$2.0M (-$872.3K)
Filed 2026-11-03
Littlejohn Financial Services, Inc.
INCREASED
Shares8,680 from 8,656
Change+24 (+0%)
Value$2.0M (-$335.2K)
Filed 2026-11-06
Mondrian Investment Partners LTD
INCREASED
Shares8,631 from 4,287
Change+4,344 (+101%)
Value$2.0M (+$834.4K)
Filed 2026-10-23
Adirondack Trust Co
DECREASED
Shares8,599 from 9,713
Change-1,114 (-11%)
Value$2.0M (-$639.6K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED
Shares8,586 from 8,912
Change-326 (-4%)
Value$2.0M (-$426.4K)
Filed 2026-10-16
Plancorp, LLC
INCREASED
Shares8,545 from 7,894
Change+651 (+8%)
Value$2.2M (+$53.5K)
Filed 2026-11-03
Shepherd Financial Partners LLC
DECREASED
Shares8,544 from 8,827
Change-283 (-3%)
Value$2.0M (-$412.8K)
Filed 2026-11-03
Means Investment Co., Inc.
DECREASED
Shares8,416 from 8,613
Change-197 (-2%)
Value$1.9M (-$384.6K)
Filed 2026-11-03
William Allan Corp
INCREASED
Shares8,391 from 6,958
Change+1,433 (+21%)
Value$1.9M (+$56.9K)
Filed 2026-10-14
Cypress Capital, LLC
INCREASED
Shares8,391 from 7,951
Change+440 (+6%)
Value$1.9M (-$211.4K)
Filed 2026-10-20
Flavin Financial Services, Inc.
INCREASED
Shares8,358 from 7,510
Change+848 (+11%)
Value$1.9M (-$99.8K)
Filed 2026-10-21
Tritonpoint Wealth, LLC
DECREASED
Shares8,330 from 8,815
Change-485 (-5%)
Value$1.9M (-$459.1K)
Filed 2026-10-19
Chapin Davis, Inc.
INCREASED
Shares8,251 from 2,411
Change+5,840 (+242%)
Value$1.9M (+$1.3M)
Filed 2026-10-09
Greenfield Savings Bank
DECREASED
Shares8,189 from 8,379
Change-190 (-2%)
Value$1.9M (-$373.8K)
Filed 2026-10-07
Fulcrum Asset Management LLP
INCREASED
Shares8,170 from 3,503
Change+4,667 (+133%)
Value$1.9M (+$975.7K)
Filed 2026-11-04
Praxis Investment Management Inc
DECREASED
Shares8,156 from 11,045
Change-2,889 (-26%)
Value$1.9K (-$3.0M)
Filed 2026-11-03
AMG National Trust Bank
DECREASED
Shares8,093 from 8,561
Change-468 (-5%)
Value$1.9M (-$445.1K)
Filed 2026-11-05
Key FInancial Inc
INCREASED
Shares8,080 from 8,026
Change+54 (+1%)
Value$1.9M (-$303.5K)
Filed 2026-11-02
Heartwood Wealth Advisors LLC
INCREASED
Shares8,052 from 7,875
Change+177 (+2%)
Value$1.9M (-$269.2K)
Filed 2026-10-05
RKL Wealth Management LLC
DECREASED
Shares8,047 from 8,593
Change-546 (-6%)
Value$1.9M (-$464.4K)
Filed 2026-10-16
Bangor Savings Bank
DECREASED
Shares8,045 from 8,544
Change-499 (-6%)
Value$1.9M (-$451.6K)
Filed 2026-10-06
Strengthening Families & Communities, LLC
INCREASED
Shares8,038 from 7,970
Change+68 (+1%)
Value$1.9M (-$298.2K)
Filed 2026-10-21
Stolper Co
INCREASED
Shares8,032 from 7,903
Change+129 (+2%)
Value$1.9K (-$281)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares8,014 from 9,131
Change-1,117 (-12%)
Value$1.9M (-$617.6K)
Filed 2026-10-15
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$1.8M (-$315.0K)
Filed 2026-10-22
Midway Capital Research & Management
INCREASED
Shares7,998 from 7,913
Change+85 (+1%)
Value$1.8M (-$291.9K)
Filed 2026-10-20
Greg Jennings, LLC
NEW
Shares7,996
Change+7,996
Value$1.8M
Filed 2026-10-19
GC Wealth Management RIA, LLC
DECREASED
Shares7,990 from 8,670
Change-680 (-8%)
Value$1.8M (-$498.4K)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
DECREASED
Shares7,981 from 8,261
Change-280 (-3%)
Value$1.9M (-$463.1K)
Filed 2026-10-19
CenterBook Partners LP
DECREASED
Shares7,977 from 21,996
Change-14,019 (-64%)
Value$1.8M (-$4.1M)
Filed 2026-11-02
Quantum Financial Partners LLC
INCREASED
Shares7,943 from 7,810
Change+133 (+2%)
Value$1.8M (-$276.7K)
Filed 2026-10-19
Trust Asset Management LLC
UNCHANGED
Shares7,936 from 7,936
Change0 (0%)
Value$1.8M (-$312.4K)
Filed 2026-11-03
Peddock Capital Advisors, LLC
UNCHANGED
Shares7,933 from 7,933
Change0 (0%)
Value$1.8M (-$312.3K)
Filed 2026-10-16
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares7,902 from 8,093
Change-191 (-2%)
Value$1.8M (-$362.8K)
Filed 2026-10-13
Albert D Mason Inc
INCREASED
Shares7,902 from 7,745
Change+157 (+2%)
Value$1.8M (-$268.6K)
Filed 2026-10-27
JB Capital LLC
DECREASED
Shares7,890 from 8,015
Change-125 (-2%)
Value$1.8M (-$344.5K)
Filed 2026-10-19
Gen-Wealth Partners Inc
INCREASED
Shares7,848 from 7,474
Change+374 (+5%)
Value$1.8M (-$207.9K)
Filed 2026-11-04
China Universal Asset Management Co., Ltd.
DECREASED
Shares7,826 from 10,602
Change-2,776 (-26%)
Value$1.8M (-$1.0M)
Filed 2026-10-28
Manchester Capital Management LLC
INCREASED
Shares7,798 from 7,771
Change+27 (+0%)
Value$1.8M (-$299.7K)
Filed 2026-10-22
AIA Group Ltd
DECREASED
Shares7,763 from 13,497
Change-5,734 (-42%)
Value$1.8M (-$1.9M)
Filed 2026-10-30
Verdence Capital Advisors LLC
DECREASED
Shares7,752 from 7,849
Change-97 (-1%)
Value$1.8M (-$331.5K)
Filed 2026-10-26
Regatta Capital Group, LLC
DECREASED
Shares7,738 from 7,967
Change-229 (-3%)
Value$1.8M (-$366.4K)
Filed 2026-10-23
Granite Group Advisors, LLC
INCREASED
Shares7,701 from 1,882
Change+5,819 (+309%)
Value$1.8M (+$1.3M)
Filed 2026-10-14
PFW Advisors LLC
INCREASED
Shares7,698 from 7,659
Change+39 (+1%)
Value$1.8M (-$292.5K)
Filed 2026-10-07
Larson Financial Group LLC
INCREASED
Shares7,662 from 7,513
Change+149 (+2%)
Value$1.8M (-$261.5K)
Filed 2026-11-05
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares7,642 from 7,831
Change-189 (-2%)
Value$1.8M (-$352.0K)
Filed 2026-10-06
International Assets Investment Management, LLC
INCREASED
Shares7,604 from 5,890
Change+1,714 (+29%)
Value$1.8M (+$175.8K)
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
INCREASED
Shares7,601 from 7,585
Change+16 (+0%)
Value$1.8M (-$295.0K)
Filed 2026-10-16
Optimist Retirement Group LLC
INCREASED
Shares7,588 from 7,335
Change+253 (+3%)
Value$1.8M (-$230.3K)
Filed 2026-10-30
River Street Advisors LLC
INCREASED
Shares7,581 from 6,179
Change+1,402 (+23%)
Value$1.8M (+$80.6K)
Filed 2026-10-22
Iams Wealth Management, LLC
INCREASED
Shares7,576 from 7,281
Change+295 (+4%)
Value$1.8M (-$218.4K)
Filed 2026-10-15
SVB Wealth LLC
DECREASED
Shares7,563 from 8,444
Change-881 (-10%)
Value$1.7M (-$536.0K)
Filed 2026-11-06
ARS Wealth Advisors Group, LLC
INCREASED
Shares7,556 from 7,435
Change+121 (+2%)
Value$1.7M (-$264.7K)
Filed 2026-10-16
Carolina Wealth Advisors, LLC
INCREASED
Shares7,555 from 7,446
Change+109 (+1%)
Value$1.7M (-$268.0K)
Filed 2026-10-23
Forbes J M & Co LLP
INCREASED
Shares7,553 from 7,549
Change+4 (+0%)
Value$1.7M (-$296.3K)
Filed 2026-10-16
Tealwood Asset Management Inc
DECREASED
Shares7,530 from 7,540
Change-10 (0%)
Value$1.7K (-$299)
Filed 2026-10-13
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares7,520 from 7,460
Change+60 (+1%)
Value$1.7M (-$279.8K)
Filed 2026-10-19
Patten & Patten Inc
DECREASED
Shares7,509 from 8,323
Change-814 (-10%)
Value$1.7M (-$515.6K)
Filed 2026-10-26
Baypointe Partners LLC
INCREASED
Shares7,500 from 7,142
Change+358 (+5%)
Value$1.7M (-$198.5K)
Filed 2026-10-22
Waldron Private Wealth LLC
DECREASED
Shares7,443 from 7,591
Change-148 (-2%)
Value$1.7M (-$333.0K)
Filed 2026-11-02
Legacy Financial Strategies, LLC
DECREASED
Shares7,441 from 7,847
Change-406 (-5%)
Value$1.7M (-$402.6K)
Filed 2026-10-15
Summit Place Financial Advisors, LLC
INCREASED
Shares7,413 from 798
Change+6,615 (+829%)
Value$1.7M (+$1.5M)
Filed 2026-10-23
Wolverine Asset Management LLC
INCREASED
Shares7,402 from 5,247
Change+2,155 (+41%)
Value$1.7M (+$291.1K)
Filed 2026-11-02
Foguth Wealth Management, Llc.
INCREASED
Shares7,363 from 7,342
Change+21 (+0%)
Value$1.8M (-$176.1K)
Filed 2026-10-19
Pittenger & Anderson Inc
DECREASED
Shares7,353 from 23,619
Change-16,266 (-69%)
Value$1.7M (-$4.7M)
Filed 2026-11-02
Accretive Wealth Partners, LLC
INCREASED
Shares7,340 from 7,151
Change+189 (+3%)
Value$1.7M (-$237.9K)
Filed 2026-11-06
Meridian Wealth Management, LLC
INCREASED
Shares7,338 from 7,302
Change+36 (+0%)
Value$1.7M (-$279.3K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
DECREASED
Shares7,323 from 10,534
Change-3,211 (-30%)
Value$1.7M (-$1.2M)
Filed 2026-10-16
Yankcom Partnership
INCREASED
Shares7,301 from 6,317
Change+984 (+16%)
Value$1.7M (-$21.5K)
Filed 2026-10-15
Fiduciary Alliance LLC
DECREASED
Shares7,286 from 7,303
Change-17 (0%)
Value$1.7M (-$291.5K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
DECREASED
Shares7,279 from 8,307
Change-1,028 (-12%)
Value$1.7M (-$564.5K)
Filed 2026-10-26
Sapient Capital LLC
DECREASED
Shares7,276 from 7,284
Change-8 (0%)
Value$1.7M (-$288.5K)
Filed 2026-10-08
CFM Wealth Partners LLC
DECREASED
Shares7,248 from 10,517
Change-3,269 (-31%)
Value$1.7M (-$1.2M)
Filed 2026-11-05
Elyxium Wealth, LLC
DECREASED
Shares7,248 from 7,418
Change-170 (-2%)
Value$1.7M (-$331.3K)
Filed 2026-10-27
Point Windward Advisors Inc.
INCREASED
Shares7,234 from 6,869
Change+365 (+5%)
Value$1.7M (-$186.2K)
Filed 2026-11-06
Sentinel Trust Co LBA
DECREASED
Shares7,176 from 7,219
Change-43 (-1%)
Value$1.7K (-$294)
Filed 2026-11-03
Griffin Asset Management, Inc.
DECREASED
Shares7,174 from 7,356
Change-182 (-2%)
Value$1.7M (-$331.7K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares7,170 from 7,187
Change-17 (0%)
Value$1.7M (-$286.8K)
Filed 2026-10-14
Cornerstone Planning, LLC
INCREASED
Shares7,169 from 7,105
Change+64 (+1%)
Value$1.9M (-$62.8K)
Filed 2026-10-27
Lake Street Private Wealth, LLC
DECREASED
Shares7,152 from 7,156
Change-4 (0%)
Value$1.7M (-$282.8K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares7,124 from 7,173
Change-49 (-1%)
Value$1.6M (-$293.7K)
Filed 2026-11-03
Fire Capital Management LLC
INCREASED
Shares7,119 from 2,768
Change+4,351 (+157%)
Value$1.6M (+$895.8K)
Filed 2026-10-27
Rayburn West Financial Services LLC
INCREASED
Shares7,106 from 6,982
Change+124 (+2%)
Value$1.6M (-$246.2K)
Filed 2026-11-03
Portside Wealth Group, LLC
INCREASED
Shares7,097 from 5,997
Change+1,100 (+18%)
Value$1.6M (+$18.0K)
Filed 2026-10-20
Nvwm, LLC
INCREASED
Shares7,081 from 6,735
Change+346 (+5%)
Value$1.6M (-$185.3K)
Filed 2026-10-14
Hennessy Advisors Inc
INCREASED
Shares7,050 from 5,750
Change+1,300 (+23%)
Value$1.6M (+$73.8K)
Filed 2026-10-28
Aljian Capital Management, LLC
DECREASED
Shares7,048 from 7,085
Change-37 (-1%)
Value$1.6M (-$287.4K)
Filed 2026-10-28
Eads & Heald Wealth Management
INCREASED
Shares7,015 from 6,838
Change+177 (+3%)
Value$1.6M (-$228.3K)
Filed 2026-10-29
Ellsworth Advisors, LLC
INCREASED
Shares6,994 from 6,318
Change+676 (+11%)
Value$1.6M (-$58.7K)
Filed 2026-10-15
CWS Financial Advisors, LLC
DECREASED
Shares6,959 from 7,237
Change-278 (-4%)
Value$1.6M (-$349.2K)
Filed 2026-10-16
New England Research & Management, Inc.
DECREASED
Shares6,919 from 6,969
Change-50 (-1%)
Value$1.6M (-$285.9K)
Filed 2026-10-16
Ping Capital Management, Inc.
INCREASED
Shares6,900 from 4,000
Change+2,900 (+73%)
Value$1.6M (+$512.2K)
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares6,886 from 7,017
Change-131 (-2%)
Value$1.6M (-$306.7K)
Filed 2026-10-16
Investors Asset Management of Georgia Inc
INCREASED
Shares6,871 from 6,870
Change+1 (+0%)
Value$1.6M (-$270.4K)
Filed 2026-10-20
Brown Shipley& Co Ltd
INCREASED
Shares6,863 from 224
Change+6,639 (+2964%)
Value$1.6M (+$1.5M)
Filed 2026-10-09
Weaver Capital Management LLC
DECREASED
Shares6,830 from 10,250
Change-3,420 (-33%)
Value$1.6M (-$1.6M)
Filed 2026-10-15
XML Financial, LLC
DECREASED
Shares6,816 from 7,130
Change-314 (-4%)
Value$1.6M (-$353.2K)
Filed 2026-10-29
Bedel Financial Consulting, Inc.
DECREASED
Shares6,795 from 6,974
Change-179 (-3%)
Value$1.6M (-$316.0K)
Filed 2026-11-06
Nadler Financial Group, Inc.
INCREASED
Shares6,773 from 3,413
Change+3,360 (+98%)
Value$1.6M (+$641.7K)
Filed 2026-10-23
Diversified Enterprises, LLC
DECREASED
Shares6,771 from 7,333
Change-562 (-8%)
Value$1.6M (-$418.7K)
Filed 2026-10-19
Matrix Trust Co
UNCHANGED
Shares6,753 from 6,753
Change0 (0%)
Value$1.6K (-$265)
Filed 2026-10-07
LVW Advisors, LLC
DECREASED
Shares6,750 from 7,275
Change-525 (-7%)
Value$1.6M (-$407.6K)
Filed 2026-10-19
Curbstone Financial Management Corp
UNCHANGED
Shares6,726 from 6,726
Change0 (0%)
Value$1.6M (-$264.8K)
Filed 2026-10-21
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares6,719 from 6,719
Change0 (0%)
Value$1.6M (-$264.5K)
Filed 2026-11-02
Lighthouse Financial Services Inc
INCREASED
Shares6,717 from 6,708
Change+9 (+0%)
Value$1.6M (-$256.2K)
Filed 2026-11-02
SkyOak Wealth, LLC
INCREASED
Shares6,699 from 6,647
Change+52 (+1%)
Value$1.5M (-$249.7K)
Filed 2026-10-28
Westhampton Capital, LLC
INCREASED
Shares6,663 from 5,313
Change+1,350 (+25%)
Value$1.5M (+$102.6K)
Filed 2026-10-30
Retirement Planning Group, LLC
INCREASED
Shares6,639 from 6,482
Change+157 (+2%)
Value$1.5M (-$219.0K)
Filed 2026-10-19
Cypress Asset Management Inc
DECREASED
Shares6,629 from 6,872
Change-243 (-4%)
Value$1.5M (-$326.7K)
Filed 2026-10-09
Cigna Investments Inc
DECREASED
Shares6,627 from 6,670
Change-43 (-1%)
Value$1.5K (-$1.8M)
Filed 2026-10-19
Beverly Hills Private Wealth, LLC
DECREASED
Shares6,625 from 6,869
Change-244 (-4%)
Value$1.5M (-$326.8K)
Filed 2026-11-04
Fluent Financial, LLC
INCREASED
Shares6,604 from 4,389
Change+2,215 (+50%)
Value$1.5M (+$338.7K)
Filed 2026-10-13
Payden & Rygel
DECREASED
Shares6,600 from 38,300
Change-31,700 (-83%)
Value$1.5K (-$10.4M)
Filed 2026-10-28
Brandywine OAK Private Wealth LLC
DECREASED
Shares6,584 from 7,042
Change-458 (-6%)
Value$1.5M (-$383.1K)
Filed 2026-10-23
Mattern Wealth Management LLC
DECREASED
Shares6,560 from 7,604
Change-1,044 (-14%)
Value$1.5M (-$540.2K)
Filed 2026-11-04
Calamos Wealth Management LLC
DECREASED
Shares6,560 from 6,594
Change-34 (-1%)
Value$1.5M (-$267.5K)
Filed 2026-11-02
R Squared Ltd
INCREASED
Shares6,559 from 3,277
Change+3,282 (+100%)
Value$1.5M (+$628.9K)
Filed 2026-11-06
Cordatus Wealth Management LLC
DECREASED
Shares6,537 from 16,296
Change-9,759 (-60%)
Value$1.5M (-$2.9M)
Filed 2026-10-19
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares6,530 from 6,530
Change0 (0%)
Value$1.5M (-$257.1K)
Filed 2026-10-13
Bank & Trust Co
DECREASED
Shares6,510 from 6,600
Change-90 (-1%)
Value$1.5M (-$280.6K)
Filed 2026-10-07
Inman Jager Wealth Management, LLC
INCREASED
Shares6,506 from 6,302
Change+204 (+3%)
Value$1.5M (-$201.0K)
Filed 2026-11-05
Parkside Financial Bank & Trust
DECREASED
Shares6,478 from 7,513
Change-1,035 (-14%)
Value$1.5M (-$534.7K)
Filed 2026-10-27
Angeles Wealth Management, LLC
DECREASED
Shares6,399 from 6,561
Change-162 (-2%)
Value$1.5M (-$295.8K)
Filed 2026-10-26
Hoertkorn Richard Charles
DECREASED
Shares6,399 from 6,499
Change-100 (-2%)
Value$1.5M (-$279.0K)
Filed 2026-11-04
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares6,382 from 6,452
Change-70 (-1%)
Value$1.5M (-$270.3K)
Filed 2026-10-19
Founders Capital Management
DECREASED
Shares6,375 from 8,628
Change-2,253 (-26%)
Value$1.5M (-$859.8K)
Filed 2026-10-13
KMG Fiduciary Partners, LLC
DECREASED
Shares6,373 from 6,881
Change-508 (-7%)
Value$1.5M (-$388.2K)
Filed 2026-10-14
Rudd Co d/b/a Styre Wealth
NEW
Shares6,364
Change+6,364
Value$1.5M
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED
Shares6,312 from 4,248
Change+2,064 (+49%)
Value$1.5M (+$320.8K)
Filed 2026-10-13
Wealth Group, Ltd.
DECREASED
Shares6,305 from 20,476
Change-14,171 (-69%)
Value$1.5K (-$5.5M)
Filed 2026-10-30
Rydar Equities, Inc.
DECREASED
Shares6,300 from 7,465
Change-1,165 (-16%)
Value$1.5M (-$553.4K)
Filed 2026-10-13
Zullo Investment Group, Inc.
DECREASED
Shares6,295 from 6,532
Change-237 (-4%)
Value$1.5M (-$311.8K)
Filed 2026-10-20
James J. Burns & Company, LLC
UNCHANGED
Shares6,268 from 6,268
Change0 (0%)
Value$1.4M (-$246.8K)
Filed 2026-10-22
Kenora Financial, LLC
DECREASED
Shares6,225 from 6,945
Change-720 (-10%)
Value$1.4M (-$439.7K)
Filed 2026-10-20
Powers Advisory Group, LLC
DECREASED
Shares6,224 from 6,352
Change-128 (-2%)
Value$1.4M (-$279.8K)
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares6,203 from 5,942
Change+261 (+4%)
Value$1.5M (-$162.2K)
Filed 2026-10-09
Traynor Capital Management, Inc.
DECREASED
Shares6,188 from 6,487
Change-299 (-5%)
Value$1.4M (-$324.2K)
Filed 2026-10-29
St. Johns Investment Management Company, LLC
DECREASED
Shares6,181 from 6,313
Change-132 (-2%)
Value$1.4M (-$279.0K)
Filed 2026-10-30
Sava Infond d.o.o.
INCREASED
Shares6,160 from 3,080
Change+3,080 (+100%)
Value$1.4M (+$590.0K)
Filed 2026-10-28
Montgomery Investment Management Inc
UNCHANGED
Shares6,159 from 6,159
Change0 (0%)
Value$1.4M (-$242.4K)
Filed 2026-10-26
Oxler Private Wealth LLC
DECREASED
Shares6,147 from 6,148
Change-1 (0%)
Value$1.4M (-$242.3K)
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares6,092 from 5,841
Change+251 (+4%)
Value$1.4M (-$172.0K)
Filed 2026-10-15
Magnus Financial Group LLC
DECREASED
Shares6,079 from 6,226
Change-147 (-2%)
Value$1.4M (-$279.1K)
Filed 2026-10-21
Certuity, LLC
INCREASED
Shares6,075 from 5,157
Change+918 (+18%)
Value$1.4M (+$9.1K)
Filed 2026-11-02
Integral Investment Advisors, Inc.
DECREASED
Shares6,073 from 6,124
Change-51 (-1%)
Value$1.4M (-$252.9K)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares6,059 from 6,359
Change-300 (-5%)
Value$1.4M (-$319.6K)
Filed 2026-10-26
Embree Financial Group
DECREASED
Shares6,043 from 6,209
Change-166 (-3%)
Value$1.4M (-$282.9K)
Filed 2026-10-22
RMR Capital Management, LLC
UNCHANGED
Shares6,039 from 6,039
Change0 (0%)
Value$1.4M (-$237.8K)
Filed 2026-10-23
Global Financial Private Client, LLC
INCREASED
Shares6,033 from 6,019
Change+14 (+0%)
Value$1.4M (-$233.7K)
Filed 2026-10-15
McHugh Group, LLC
INCREASED
Shares6,030 from 6,006
Change+24 (+0%)
Value$1.4M (-$231.3K)
Filed 2026-10-19
RDA Financial Network
INCREASED
Shares6,028 from 5,816
Change+212 (+4%)
Value$1.4M (-$180.0K)
Filed 2026-10-15
Vaughan David Investments LLC
DECREASED
Shares6,028 from 6,114
Change-86 (-1%)
Value$1.4K (-$1.7M)
Filed 2026-11-05
Capital Investment Counsel, Inc
INCREASED
Shares6,027 from 5,960
Change+67 (+1%)
Value$1.4M (-$219.2K)
Filed 2026-10-20
Carnegie Lake Advisors LLC
UNCHANGED
Shares6,024 from 6,024
Change0 (0%)
Value$1.4M (-$237.2K)
Filed 2026-11-06
Valley Brook Capital Group, Inc.
DECREASED
Shares6,010 from 6,520
Change-510 (-8%)
Value$1.4M (-$374.5K)
Filed 2026-10-26
Hollow Brook Wealth Management LLC
UNCHANGED
Shares6,007 from 6,007
Change0 (0%)
Value$1.4M (-$236.5K)
Filed 2026-10-29
First Nebraska Trust Co
UNCHANGED
Shares6,006 from 6,006
Change0 (0%)
Value$1.4M (-$236.5K)
Filed 2026-10-30
Howard Capital Management, LLC
DECREASED
Shares5,984 from 6,040
Change-56 (-1%)
Value$1.4M (-$250.7K)
Filed 2026-10-16
Oakworth Capital, Inc.
INCREASED
Shares5,967 from 5,587
Change+380 (+7%)
Value$1.4M (-$130.7K)
Filed 2026-10-26
United Advisor Group, LLC
INCREASED
Shares5,966 from 5,101
Change+865 (+17%)
Value$1.4M (-$1.1K)
Filed 2026-11-03
Baxter Bros Inc
DECREASED
Shares5,956 from 6,406
Change-450 (-7%)
Value$1.4M (-$356.1K)
Filed 2026-11-04
Lederer & Associates Investment Counsel
DECREASED
Shares5,955 from 6,128
Change-173 (-3%)
Value$1.4K (-$281)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
DECREASED
Shares5,949 from 6,115
Change-166 (-3%)
Value$1.4M (-$279.2K)
Filed 2026-10-19
1900 Wealth Management LLC
DECREASED
Shares5,924 from 6,202
Change-278 (-4%)
Value$1.4M (-$308.2K)
Filed 2026-10-13
Keystone Financial Planning, Inc.
DECREASED
Shares5,918 from 6,046
Change-128 (-2%)
Value$1.4M (-$267.7K)
Filed 2026-10-08
Aries Wealth Management
INCREASED
Shares5,890 from 5,802
Change+88 (+2%)
Value$1.4M (-$208.1K)
Filed 2026-10-23
Hubbell Strickland Wealth Management, LLC
UNCHANGED
Shares5,878 from 5,878
Change0 (0%)
Value$1.4M (-$231.3K)
Filed 2026-10-29
S.A. Mason LLC
INCREASED
Shares5,868 from 4,958
Change+910 (+18%)
Value$1.4M (+$15.0K)
Filed 2026-10-13
Sterling Investment Counsel, LLC
INCREASED
Shares5,867 from 5,624
Change+243 (+4%)
Value$1.4M (-$165.3K)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
DECREASED
Shares5,853 from 5,942
Change-89 (-1%)
Value$1.4M (-$254.5K)
Filed 2026-10-20
Hixon Zuercher, LLC
INCREASED
Shares5,797 from 5,687
Change+110 (+2%)
Value$1.3M (-$198.5K)
Filed 2026-10-13
TigerOak Management, L.L.C.
DECREASED
Shares5,796 from 6,042
Change-246 (-4%)
Value$1.3M (-$294.7K)
Filed 2026-10-23
Pavion Blue Capital, LLC
DECREASED
Shares5,793 from 6,958
Change-1,165 (-17%)
Value$1.3M (-$543.0K)
Filed 2026-11-05
Freedom Day Solutions, LLC
DECREASED
Shares5,784 from 7,033
Change-1,249 (-18%)
Value$1.3M (-$565.3K)
Filed 2026-10-20
Montecito Bank & Trust
INCREASED
Shares5,762 from 5,732
Change+30 (+1%)
Value$1.3M (-$218.7K)
Filed 2026-10-01
First Hawaiian Bank
UNCHANGED
Shares5,755 from 5,755
Change0 (0%)
Value$1.3M (-$226.6K)
Filed 2026-10-14
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares5,721 from 4,895
Change+826 (+17%)
Value$1.3M (-$1.9K)
Filed 2026-10-22
Legacy Wealth Asset Management, LLC
INCREASED
Shares5,707 from 4,631
Change+1,076 (+23%)
Value$1.3M (+$66.2K)
Filed 2026-10-09
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares5,703 from 5,924
Change-221 (-4%)
Value$1.3M (-$284.3K)
Filed 2026-10-07
Prevail Innovative Wealth Advisors, LLC
NEW
Shares5,701
Change+5,701
Value$1.3M
Filed 2026-10-20
Portfolio Design Labs, LLC
INCREASED
Shares5,701 from 5,686
Change+15 (+0%)
Value$1.3M (-$220.4K)
Filed 2026-11-04
Enterprise Financial Services Corp
DECREASED
Shares5,696 from 5,804
Change-108 (-2%)
Value$1.3M (-$253.4K)
Filed 2026-11-03
Little House Capital LLC
INCREASED
Shares5,693 from 5,311
Change+382 (+7%)
Value$1.3M (-$121.0K)
Filed 2026-11-06
Doliver Advisors, LP
INCREASED
Shares5,649 from 4,121
Change+1,528 (+37%)
Value$1.3M (+$190.6K)
Filed 2026-10-01
Hudock, Inc.
INCREASED
Shares5,634 from 2,476
Change+3,158 (+128%)
Value$1.3M (+$632.0K)
Filed 2026-10-14
Birch Hill Investment Advisors LLC
UNCHANGED
Shares5,616 from 5,616
Change0 (0%)
Value$1.3M (-$221.1K)
Filed 2026-10-16
Outfitters Financial LLC
INCREASED
Shares5,605 from 5,555
Change+50 (+1%)
Value$1.3M (-$207.2K)
Filed 2026-10-23
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares5,604 from 7,664
Change-2,060 (-27%)
Value$1.3M (-$777.5K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares5,603 from 5,977
Change-374 (-6%)
Value$1.3M (-$321.8K)
Filed 2026-10-30
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares5,593 from 5,593
Change0 (0%)
Value$1.3M (-$220.2K)
Filed 2026-10-13
Asset Advisors Investment Management, LLC
DECREASED
Shares5,576 from 6,009
Change-433 (-7%)
Value$1.3M (-$336.6K)
Filed 2026-10-19
Family Legacy, Inc.
INCREASED
Shares5,574 from 5,495
Change+79 (+1%)
Value$1.3M (-$198.1K)
Filed 2026-10-13
Lewis Asset Management, LLC
DECREASED
Shares5,535 from 5,693
Change-158 (-3%)
Value$1.3M (-$260.6K)
Filed 2026-10-14
Barlow Wealth Partners, LLC
UNCHANGED
Shares5,534 from 5,534
Change0 (0%)
Value$1.3M (-$253.5K)
Filed 2026-10-15
Granite Investment Partners, LLC
DECREASED
Shares5,511 from 5,551
Change-40 (-1%)
Value$1.3M (-$227.8K)
Filed 2026-11-04
American State Bank (Iowa)
INCREASED
Shares5,508 from 5,195
Change+313 (+6%)
Value$1.3M (-$132.2K)
Filed 2026-11-03
Alta Advisers Ltd
INCREASED
Shares5,504 from 2,714
Change+2,790 (+103%)
Value$1.3M (+$537.5K)
Filed 2026-11-02
KFG LLC
NEW
Shares5,496
Change+5,496
Value$1.3M
Filed 2026-11-02
3Chopt Investment Partners, LLC
DECREASED
Shares5,493 from 6,341
Change-848 (-13%)
Value$1.3M (-$445.5K)
Filed 2026-10-30
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares5,483 from 19,642
Change-14,159 (-72%)
Value$1.3M (-$4.0M)
Filed 2026-10-21
Peoples Bank
DECREASED
Shares5,480 from 5,683
Change-203 (-4%)
Value$1.3M (-$270.6K)
Filed 2026-10-09
Jnba Financial Advisors
INCREASED
Shares5,445 from 5,155
Change+290 (+6%)
Value$1.3M (-$136.0K)
Filed 2026-11-03
Investment Insight Wealth Management, LLC
INCREASED
Shares5,445 from 5,440
Change+5 (+0%)
Value$1.3M (-$213.2K)
Filed 2026-10-30
TSG Advice Partners, LLC
NEW
Shares5,438
Change+5,438
Value$1.5M
Filed 2026-10-29
Kennebec Savings Bank
INCREASED
Shares5,428 from 5,029
Change+399 (+8%)
Value$1.3M (-$105.8K)
Filed 2026-10-22
Diversified Management Inc
INCREASED
Shares5,424 from 3,674
Change+1,750 (+48%)
Value$1.3M (+$259.5K)
Filed 2026-10-08
Retirement Guys Formula LLC
INCREASED
Shares5,424 from 4,814
Change+610 (+13%)
Value$1.3M (-$48.7K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
DECREASED
Shares5,414 from 5,441
Change-27 (0%)
Value$1.3M (-$220.4K)
Filed 2026-10-21
First County Bank
INCREASED
Shares5,401 from 5,067
Change+334 (+7%)
Value$1.2M (-$122.4K)
Filed 2026-10-13
Waterfront Wealth Inc.
DECREASED
Shares5,383 from 5,851
Change-468 (-8%)
Value$1.3M (-$283.7K)
Filed 2026-11-03
Sound Income Strategies, LLC
DECREASED
Shares5,359 from 5,773
Change-414 (-7%)
Value$1.3M (-$291.0K)
Filed 2026-10-09
Premier Path Wealth Partners, LLC
INCREASED
Shares5,351 from 5,247
Change+104 (+2%)
Value$1.2M (-$182.5K)
Filed 2026-10-16
PW Nova Financial Services LLC
DECREASED
Shares5,320 from 5,681
Change-361 (-6%)
Value$1.2M (-$307.0K)
Filed 2026-10-15
Moneco Advisors, LLC
DECREASED
Shares5,296 from 5,301
Change-5 (0%)
Value$1.2M (-$209.9K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
DECREASED
Shares5,277 from 7,748
Change-2,471 (-32%)
Value$1.2M (-$875.7K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares5,265 from 456
Change+4,809 (+1055%)
Value$1.2M (+$1.1M)
Filed 2026-10-30
Leisure Capital Management
INCREASED
Shares5,260 from 5,145
Change+115 (+2%)
Value$1.2M (-$176.0K)
Filed 2026-11-03
Finivi Inc.
DECREASED
Shares5,250 from 9,760
Change-4,510 (-46%)
Value$1.2M (-$1.4M)
Filed 2026-10-13
Everhart Financial Group, Inc.
DECREASED
Shares5,242 from 5,633
Change-391 (-7%)
Value$1.2M (-$312.3K)
Filed 2026-10-08
Andrews Advisory Associates, LLC
INCREASED
Shares5,241 from 5,005
Change+236 (+5%)
Value$1.2M (-$142.8K)
Filed 2026-10-15
Townsend Asset Management Corp
DECREASED
Shares5,236 from 5,277
Change-41 (-1%)
Value$1.2M (-$217.2K)
Filed 2026-10-29
JGP Wealth Management, LLC
DECREASED
Shares5,218 from 6,823
Change-1,605 (-24%)
Value$1.2M (-$639.5K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares5,209 from 5,356
Change-147 (-3%)
Value$1.2M (-$220.4K)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
DECREASED
Shares5,204 from 5,259
Change-55 (-1%)
Value$1.2M (-$220.0K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares5,203 from 5,042
Change+161 (+3%)
Value$1.2M (-$161.5K)
Filed 2026-10-26
Souders Financial Advisors
DECREASED
Shares5,191 from 5,757
Change-566 (-10%)
Value$1.2M (-$357.3K)
Filed 2026-11-03
Deseret Mutual Benefit Administrators
INCREASED
Shares5,181 from 5,088
Change+93 (+2%)
Value$1.2M (-$178.8K)
Filed 2026-11-04
TT Capital Management LLC
NEW
Shares5,179
Change+5,179
Value$1.2M
Filed 2026-10-15
Rahlfs Capital, LLC
DECREASED
Shares5,145 from 8,610
Change-3,465 (-40%)
Value$1.2M (-$1.1M)
Filed 2026-10-23
AA Financial Advisors, LLC
INCREASED
Shares5,136 from 4,742
Change+394 (+8%)
Value$1.2M (-$95.7K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares5,134 from 5,417
Change-283 (-5%)
Value$1.2M (-$278.4K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares5,128 from 5,128
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-26
Guardian Asset Advisors, LLC
INCREASED
Shares5,111 from 5,023
Change+88 (+2%)
Value$1.2M (-$179.8K)
Filed 2026-10-16
Center for Financial Planning, Inc.
DECREASED
Shares5,109 from 5,300
Change-191 (-4%)
Value$1.2M (-$252.5K)
Filed 2026-10-26
Cassia Capital Partners, LLC
INCREASED
Shares5,077 from 4,585
Change+492 (+11%)
Value$1.2M (-$66.9K)
Filed 2026-11-04
Clark Wealth Partners
INCREASED
Shares5,054 from 4,140
Change+914 (+22%)
Value$1.2M (+$48.3K)
Filed 2026-10-19
Paragon Private Wealth Management, LLC
INCREASED
Shares5,044 from 4,132
Change+912 (+22%)
Value$1.2M (+$47.6K)
Filed 2026-10-20
Fourpath Capital Management, LLC
DECREASED
Shares5,038 from 5,171
Change-133 (-3%)
Value$1.2M (-$234.3K)
Filed 2026-10-19
Trueblood Wealth Management, LLC
DECREASED
Shares5,038 from 5,138
Change-100 (-2%)
Value$1.2M (-$225.3K)
Filed 2026-10-23
Mechanics Financial Corp
DECREASED
Shares5,033 from 5,176
Change-143 (-3%)
Value$1.2M (-$236.8K)
Filed 2026-11-05
Wolff Wiese Magana LLC
INCREASED
Shares4,993 from 4,839
Change+154 (+3%)
Value$1.2M (-$155.1K)
Filed 2026-10-15
Bennett Selby Investments LP
DECREASED
Shares4,978 from 5,075
Change-97 (-2%)
Value$1.1M (-$222.3K)
Filed 2026-10-19
Fortem Financial Group, LLC
INCREASED
Shares4,969 from 4,956
Change+13 (+0%)
Value$1.1M (-$192.1K)
Filed 2026-10-20
Wolff Financial Management LLC
DECREASED
Shares4,942 from 4,951
Change-9 (0%)
Value$1.1M (-$197.0K)
Filed 2026-10-23
Quilter Plc
DECREASED
Shares4,919 from 6,514
Change-1,595 (-24%)
Value$1.1M (-$624.8K)
Filed 2026-10-21
Retirement Planning Co of New England, Inc.
DECREASED
Shares4,919 from 4,922
Change-3 (0%)
Value$1.1M (-$194.4K)
Filed 2026-10-15
Founders Financial Securities LLC
DECREASED
Shares4,916 from 5,792
Change-876 (-15%)
Value$1.1M (-$430.3K)
Filed 2026-10-28
BKM Wealth Management, LLC
DECREASED
Shares4,907 from 5,428
Change-521 (-10%)
Value$1.1M (-$334.0K)
Filed 2026-10-22
Legacy Trust
INCREASED
Shares4,907 from 4,678
Change+229 (+5%)
Value$1.3M (+$2.1K)
Filed 2026-11-06
Cove Private Wealth, LLC
INCREASED
Shares4,899 from 4,887
Change+12 (+0%)
Value$1.1M (-$189.6K)
Filed 2026-10-28
Bluedoor Private Wealth, LLC
INCREASED
Shares4,875 from 4,820
Change+55 (+1%)
Value$1.1M (-$177.0K)
Filed 2026-11-05
Delta Financial Advisors LLC
UNCHANGED
Shares4,863 from 4,863
Change0 (0%)
Value$1.1M (-$191.5K)
Filed 2026-10-27
Prairie Advisory, LLC
INCREASED
Shares4,858 from 2,425
Change+2,433 (+100%)
Value$1.1M (+$466.2K)
Filed 2026-10-19
NBH Bank
INCREASED
Shares4,854 from 4,723
Change+131 (+3%)
Value$1.1M (-$155.7K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
DECREASED
Shares4,853 from 4,978
Change-125 (-3%)
Value$1.1M (-$224.9K)
Filed 2026-10-13
Alpine Bank Wealth Management
DECREASED
Shares4,852 from 5,830
Change-978 (-17%)
Value$1.1M (-$455.4K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
DECREASED
Shares4,847 from 5,556
Change-709 (-13%)
Value$1.1M (-$382.5K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
INCREASED
Shares4,837 from 2,470
Change+2,367 (+96%)
Value$1.1M (+$449.3K)
Filed 2026-10-29
Cidel Asset Management Inc
INCREASED
Shares4,829 from 4,410
Change+419 (+10%)
Value$1.1M (-$76.9K)
Filed 2026-10-29
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares4,821 from 4,810
Change+11 (+0%)
Value$1.1M (-$186.8K)
Filed 2026-10-08
Kercheville Advisors, LLC
DECREASED
Shares4,812 from 4,972
Change-160 (-3%)
Value$1.1M (-$232.8K)
Filed 2026-10-19
Cadinha & Co LLC
DECREASED
Shares4,801 from 47,969
Change-43,168 (-90%)
Value$1.1M (-$11.9M)
Filed 2026-10-22
Herold Advisors, Inc.
DECREASED
Shares4,798 from 4,945
Change-147 (-3%)
Value$1.1M (-$230.9K)
Filed 2026-10-19
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares4,797 from 8,606
Change-3,809 (-44%)
Value$1.1M (-$1.2M)
Filed 2026-11-06
Etesian Wealth Advisors, Inc.
DECREASED
Shares4,794 from 5,025
Change-231 (-5%)
Value$1.1M (-$251.2K)
Filed 2026-10-27
Burke & Herbert Bank & Trust Co
INCREASED
Shares4,783 from 4,776
Change+7 (+0%)
Value$1.1M (-$186.4K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares4,773 from 6,010
Change-1,237 (-21%)
Value$1.1M (-$522.5K)
Filed 2026-11-04
William B. Walkup & Associates, Inc.
INCREASED
Shares4,747 from 3,468
Change+1,279 (+37%)
Value$1.1M (+$158.6K)
Filed 2026-11-05
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares4,743 from 4,743
Change0 (0%)
Value$1.1M (-$186.7K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
INCREASED
Shares4,729 from 4,019
Change+710 (+18%)
Value$1.1M (+$5.8K)
Filed 2026-10-13
Northstar Asset Management Co
DECREASED
Shares4,705 from 4,956
Change-251 (-5%)
Value$1.2M (-$153.5K)
Filed 2026-10-22
Klingman & Associates, LLC
DECREASED
Shares4,695 from 5,012
Change-317 (-6%)
Value$1.1M (-$270.5K)
Filed 2026-10-20
Olistico Wealth, LLC
DECREASED
Shares4,694 from 4,729
Change-35 (-1%)
Value$1.1M (-$194.2K)
Filed 2026-10-05
Pines Wealth Management, LLC
INCREASED
Shares4,690 from 4,479
Change+211 (+5%)
Value$1.1M (-$127.6K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares4,689 from 4,412
Change+277 (+6%)
Value$1.1M (-$109.8K)
Filed 2026-10-22
Radnor Capital Management, LLC
UNCHANGED
Shares4,653 from 4,653
Change0 (0%)
Value$1.1M (-$183.2K)
Filed 2026-10-23
Mill Capital Management, LLC
DECREASED
Shares4,650 from 4,750
Change-100 (-2%)
Value$1.1M (-$210.1K)
Filed 2026-10-26
PDS Planning, Inc
INCREASED
Shares4,642 from 4,106
Change+536 (+13%)
Value$1.1M (-$37.7K)
Filed 2026-11-03
Wynn Capital, LLC
UNCHANGED
Shares4,622 from 4,622
Change0 (0%)
Value$1.1M (-$182.0K)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares4,608 from 4,863
Change-255 (-5%)
Value$1.1M (-$216.3K)
Filed 2026-10-15
Fiduciary Financial Group, LLC
DECREASED
Shares4,604 from 5,140
Change-536 (-10%)
Value$1.1M (-$326.1K)
Filed 2026-10-13
MCF Advisors LLC
DECREASED
Shares4,588 from 4,795
Change-207 (-4%)
Value$1.1M (-$236.5K)
Filed 2026-10-28
Golden Reserve Retirement LLC
INCREASED
Shares4,587 from 2,916
Change+1,671 (+57%)
Value$1.1M (+$271.3K)
Filed 2026-11-02
Larry Mathis Financial Planning, LLC
DECREASED
Shares4,584 from 4,835
Change-251 (-5%)
Value$1.1M (-$248.3K)
Filed 2026-10-26
Arista Wealth Management, LLC
DECREASED
Shares4,584 from 4,659
Change-75 (-2%)
Value$1.1M (-$200.7K)
Filed 2026-10-29
Aull & Monroe Investment Management Corp
DECREASED
Shares4,576 from 4,626
Change-50 (-1%)
Value$1.1M (-$193.6K)
Filed 2026-10-16
Greenwood Gearhart LLC
DECREASED
Shares4,570 from 4,790
Change-220 (-5%)
Value$1.1M (-$239.4K)
Filed 2026-11-02
Hanson & Doremus Investment Management
DECREASED
Shares4,555 from 4,626
Change-71 (-2%)
Value$1.1K (-$1.2M)
Filed 2026-10-16
Financial Freedom, LLC
DECREASED
Shares4,521 from 4,695
Change-174 (-4%)
Value$1.0M (-$225.1K)
Filed 2026-11-06
Buttonwood Financial Advisors Inc.
INCREASED
Shares4,521 from 4,429
Change+92 (+2%)
Value$1.0M (-$153.1K)
Filed 2026-10-13
Mendel Money Management
DECREASED
Shares4,510 from 4,647
Change-137 (-3%)
Value$1.0M (-$214.6K)
Filed 2026-11-02
Violich Capital Management, Inc.
DECREASED
Shares4,503 from 4,603
Change-100 (-2%)
Value$1.0M (-$204.3K)
Filed 2026-10-05
Greenspring Advisors, LLC
INCREASED
Shares4,500 from 2,002
Change+2,498 (+125%)
Value$1.0M (+$498.4K)
Filed 2026-11-05
HCR Wealth Advisors
DECREASED
Shares4,500 from 4,757
Change-257 (-5%)
Value$1.0M (-$246.7K)
Filed 2026-10-15
Atlas Brown,Inc.
INCREASED
Shares4,483 from 4,465
Change+18 (+0%)
Value$1.0M (-$171.6K)
Filed 2026-10-09
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares4,477 from 4,557
Change-80 (-2%)
Value$1.0M (-$197.9K)
Filed 2026-11-02
Biltmore Family Office, LLC
DECREASED
Shares4,477 from 4,478
Change-1 (0%)
Value$1.0M (-$176.5K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
DECREASED
Shares4,458 from 5,123
Change-665 (-13%)
Value$1.0M (-$355.4K)
Filed 2026-11-04
Ridgewood Investments LLC
NEW
Shares4,443
Change+4,443
Value$1.0M
Filed 2026-10-05
Grant Private Wealth Management Inc
INCREASED
Shares4,441 from 2,877
Change+1,564 (+54%)
Value$1.0M (+$248.1K)
Filed 2026-10-19
Bill Few Associates, Inc.
INCREASED
Shares4,433 from 3,950
Change+483 (+12%)
Value$1.0M (-$44.0K)
Filed 2026-10-09
Norway Savings Bank
INCREASED
Shares4,393 from 3,702
Change+691 (+19%)
Value$1.0M (+$13.8K)
Filed 2026-10-20
Summit Global Investments
INCREASED
Shares4,387 from 2,657
Change+1,730 (+65%)
Value$1.0K (-$717.0K)
Filed 2026-10-28
Solidarity Wealth, LLC
DECREASED
Shares4,382 from 4,411
Change-29 (-1%)
Value$1.0M (-$180.6K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares4,381 from 4,683
Change-302 (-6%)
Value$1.0M (-$254.1K)
Filed 2026-11-04
Harold Davidson & Associates Inc.
DECREASED
Shares4,361 from 4,905
Change-544 (-11%)
Value$1.0M (-$318.7K)
Filed 2026-10-29
Granite Islands Private Wealth, LLC
DECREASED
Shares4,346 from 4,371
Change-25 (-1%)
Value$998.8K (-$175.1K)
Filed 2026-10-16
Evermay Wealth Management LLC
DECREASED
Shares4,344 from 4,565
Change-221 (-5%)
Value$1.0M (-$230.8K)
Filed 2026-11-05
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares4,326 from 4,541
Change-215 (-5%)
Value$999.1K (-$228.3K)
Filed 2026-10-13
Obermeyer Wealth Partners
DECREASED
Shares4,323 from 4,593
Change-270 (-6%)
Value$998.4K (-$243.2K)
Filed 2026-10-21
InTrack Investment Management Inc
DECREASED
Shares4,320 from 5,371
Change-1,051 (-20%)
Value$997.7K (-$454.2K)
Filed 2026-10-15
Birinyi Associates Inc
DECREASED
Shares4,311 from 6,008
Change-1,697 (-28%)
Value$995 (-$1.6M)
Filed 2026-10-28
Todd Asset Management LLC
UNCHANGED
Shares4,308 from 4,308
Change0 (0%)
Value$994.9K (-$169.6K)
Filed 2026-10-27
Bank of New Hampshire
UNCHANGED
Shares4,308 from 4,308
Change0 (0%)
Value$994.9K (-$169.6K)
Filed 2026-10-06
PFC Capital Group, Inc.
DECREASED
Shares4,303 from 4,403
Change-100 (-2%)
Value$993.7K (-$196.3K)
Filed 2026-11-06
Wealth Quarterback LLC
INCREASED
Shares4,302 from 3,617
Change+685 (+19%)
Value$993.6K (+$15.8K)
Filed 2026-10-20
Jmac Enterprises LLC
INCREASED
Shares4,300 from 3,500
Change+800 (+23%)
Value$993.0K (+$47.0K)
Filed 2026-10-30
Alliance Wealth Advisors, LLC
DECREASED
Shares4,286 from 4,506
Change-220 (-5%)
Value$989.9K (-$228.0K)
Filed 2026-10-28
Jeppson Wealth Management, LLC
INCREASED
Shares4,260 from 3,708
Change+552 (+15%)
Value$983.8K (-$18.5K)
Filed 2026-10-20
Affiance Financial, LLC
INCREASED
Shares4,243 from 4,032
Change+211 (+5%)
Value$980.0K (-$109.9K)
Filed 2026-10-15
Capital Advisors Wealth Management, LLC
DECREASED
Shares4,230 from 4,628
Change-398 (-9%)
Value$976.8K (-$274.3K)
Filed 2026-10-09
Accredited Investors Inc.
INCREASED
Shares4,215 from 3,742
Change+473 (+13%)
Value$973.5K (-$37.9K)
Filed 2026-11-03
Lantz Financial LLC
DECREASED
Shares4,193 from 4,858
Change-665 (-14%)
Value$968.3K (-$344.8K)
Filed 2026-10-15
Hardworking Capital Advisors, LLC
DECREASED
Shares4,185 from 4,285
Change-100 (-2%)
Value$966.6K (-$191.6K)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares4,182 from 2,948
Change+1,234 (+42%)
Value$965.9K (+$168.9K)
Filed 2026-11-05
Adelphi Trust Co
INCREASED
Shares4,167 from 3,880
Change+287 (+7%)
Value$962.3K (-$86.5K)
Filed 2026-10-05
Weatherly Asset Management L. P.
INCREASED
Shares4,150 from 4,140
Change+10 (+0%)
Value$958.4K (-$160.7K)
Filed 2026-10-20
Argentarii, LLC
INCREASED
Shares4,146 from 2,332
Change+1,814 (+78%)
Value$957.5K (+$318.2K)
Filed 2026-10-28
Waters Parkerson & Co., LLC
UNCHANGED
Shares4,144 from 4,144
Change0 (0%)
Value$957.0K (-$163.2K)
Filed 2026-11-04
Stableford Capital II LLC
INCREASED
Shares4,138 from 3,467
Change+671 (+19%)
Value$955.6K (+$18.5K)
Filed 2026-10-09
Econ Financial Services Corp
NEW
Shares4,133
Change+4,133
Value$954.5K
Filed 2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED
Shares4,132 from 5,244
Change-1,112 (-21%)
Value$954.3K (-$463.3K)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares4,129 from 4,250
Change-121 (-3%)
Value$953.6K (-$195.3K)
Filed 2026-10-30
Wealth Dimensions Group, Ltd.
INCREASED
Shares4,112 from 4,003
Change+109 (+3%)
Value$949.7K (-$132.2K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
DECREASED
Shares4,108 from 4,226
Change-118 (-3%)
Value$948.7K (-$193.6K)
Filed 2026-10-21
Wiregrass Investment Management LLC
INCREASED
Shares4,105 from 4,068
Change+37 (+1%)
Value$948.1K (-$151.6K)
Filed 2026-11-05
IVC Wealth Advisors LLC
DECREASED
Shares4,095 from 4,466
Change-371 (-8%)
Value$945.8K (-$261.5K)
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares4,092 from 2,707
Change+1,385 (+51%)
Value$945.0K (+$213.3K)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares4,084 from 4,090
Change-6 (0%)
Value$943.1K (-$162.5K)
Filed 2026-11-03
Ironwood Financial, llc
DECREASED
Shares4,080 from 4,875
Change-795 (-16%)
Value$942.2K (-$386.7K)
Filed 2026-10-20
Smithbridge Asset Management Inc
UNCHANGED
Shares4,079 from 4,079
Change0 (0%)
Value$942.0K (-$160.6K)
Filed 2026-10-19
Mengis Capital Management, Inc.
DECREASED
Shares4,046 from 4,182
Change-136 (-3%)
Value$934.4K (-$196.2K)
Filed 2026-10-13
KFA Private Wealth Group, LLC
INCREASED
Shares4,019 from 3,664
Change+355 (+10%)
Value$928.2K (-$62.4K)
Filed 2026-10-07
Windsor Capital Management, LLC
DECREASED
Shares3,984 from 4,098
Change-114 (-3%)
Value$920.1K (-$187.8K)
Filed 2026-10-13
Roxbury Financial LLC
DECREASED
Shares3,983 from 4,279
Change-296 (-7%)
Value$919.7K (-$236.9K)
Filed 2026-10-01
Financial Solutions Advisory Group, Inc.
DECREASED
Shares3,970 from 4,061
Change-91 (-2%)
Value$964.6K (-$158.2K)
Filed 2026-10-28
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares3,967 from 3,334
Change+633 (+19%)
Value$916.2K (+$15.0K)
Filed 2026-10-09
SevenBridge Financial Group, LLC
DECREASED
Shares3,966 from 4,591
Change-625 (-14%)
Value$977.7K (-$282.4K)
Filed 2026-10-26
Bullock Wealth Management Group
INCREASED
Shares3,956 from 3,887
Change+69 (+2%)
Value$917.0K (-$130.2K)
Filed 2026-10-09
Royal Harbor Partners, LLC
DECREASED
Shares3,944 from 3,955
Change-11 (0%)
Value$910.8K (-$158.2K)
Filed 2026-10-29
Davidson Trust Co
DECREASED
Shares3,941 from 4,041
Change-100 (-2%)
Value$910.1K (-$182.2K)
Filed 2026-10-09
Peachtree Investment Partners, LLC
DECREASED
Shares3,921 from 4,052
Change-131 (-3%)
Value$905.6K (-$189.7K)
Filed 2026-11-05
Aspen Investment Management Inc
DECREASED
Shares3,914 from 4,064
Change-150 (-4%)
Value$904 (-$195)
Filed 2026-11-05
Annex Advisory Services, LLC
DECREASED
Shares3,911 from 4,031
Change-120 (-3%)
Value$903.1K (-$186.4K)
Filed 2026-10-16
Finward Bancorp
DECREASED
Shares3,905 from 4,003
Change-98 (-2%)
Value$901.8K (-$180.2K)
Filed 2026-10-14
Sterling Investment Advisors, Ltd.
DECREASED
Shares3,884 from 4,369
Change-485 (-11%)
Value$897.0K (-$284.0K)
Filed 2026-10-27
MBA Advisors LLC
INCREASED
Shares3,884 from 3,716
Change+168 (+5%)
Value$897.1K (-$107.5K)
Filed 2026-10-29
Lakeside Advisors, Inc.
INCREASED
Shares3,873 from 3,788
Change+85 (+2%)
Value$894.4K (-$129.5K)
Filed 2026-10-20
Triad Wealth Partners, LLC
DECREASED
Shares3,868 from 4,143
Change-275 (-7%)
Value$893.2K (-$205.7K)
Filed 2026-10-26
Compass Capital Management, Inc
UNCHANGED
Shares3,856 from 3,856
Change0 (0%)
Value$890.5K (-$151.8K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
DECREASED
Shares3,855 from 3,979
Change-124 (-3%)
Value$890.3K (-$185.2K)
Filed 2026-10-13
Silverlake Wealth Management LLC
INCREASED
Shares3,826 from 3,519
Change+307 (+9%)
Value$883.6K (-$67.6K)
Filed 2026-10-21
Trust Co of Oklahoma
DECREASED
Shares3,826 from 4,117
Change-291 (-7%)
Value$883.6K (-$229.3K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,810 from 2,586
Change+1,224 (+47%)
Value$879.8K (+$180.3K)
Filed 2026-10-13
Markowski Investments
DECREASED
Shares3,809 from 4,193
Change-384 (-9%)
Value$879.5K (-$253.8K)
Filed 2026-10-30
Essex Bank
DECREASED
Shares3,793 from 4,573
Change-780 (-17%)
Value$875.9K (-$360.1K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares3,778
Change+3,778
Value$872.4K
Filed 2026-10-28
Strategy Asset Managers LLC
INCREASED
Shares3,775 from 3,672
Change+103 (+3%)
Value$871.7K (-$121.0K)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares3,759 from 3,471
Change+288 (+8%)
Value$967.7K (+$19.9K)
Filed 2026-11-02
Piscataqua Savings Bank
DECREASED
Shares3,750 from 4,061
Change-311 (-8%)
Value$866.0K (-$231.7K)
Filed 2026-10-21
Redmond Asset Management, LLC
DECREASED
Shares3,748 from 3,758
Change-10 (0%)
Value$865.6K (-$150.3K)
Filed 2026-10-27
Live Oak Private Wealth LLC
INCREASED
Shares3,737 from 3,707
Change+30 (+1%)
Value$863.0K (-$139.0K)
Filed 2026-11-02
Beaumont Asset Management, L.L.C.
INCREASED
Shares3,725 from 3,163
Change+562 (+18%)
Value$860.3K (+$5.3K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares3,701 from 3,453
Change+248 (+7%)
Value$854.7K (-$78.5K)
Filed 2026-11-04
Enhancing Capital LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$854.5K (-$145.7K)
Filed 2026-10-26
Southern Michigan Bank & Trust
INCREASED
Shares3,678 from 3,556
Change+122 (+3%)
Value$849.4K (-$111.8K)
Filed 2026-10-19
Stiles Financial Services Inc
DECREASED
Shares3,677 from 3,836
Change-159 (-4%)
Value$849.2K (-$187.6K)
Filed 2026-10-30
Meadow Creek Wealth Advisors LLC
DECREASED
Shares3,673 from 3,850
Change-177 (-5%)
Value$848.2K (-$192.5K)
Filed 2026-11-02
Forza Wealth Management, LLC
UNCHANGED
Shares3,672 from 3,672
Change0 (0%)
Value$848.0K (-$144.6K)
Filed 2026-10-20
Brown Miller Wealth Management, LLC
INCREASED
Shares3,671 from 3,669
Change+2 (+0%)
Value$847.9K (-$144.0K)
Filed 2026-11-02
West Branch Capital LLC
DECREASED
Shares3,664 from 3,927
Change-263 (-7%)
Value$846.2K (-$215.2K)
Filed 2026-10-20
Richwood Investment Advisors, LLC
DECREASED
Shares3,655 from 3,800
Change-145 (-4%)
Value$844.2K (-$183.1K)
Filed 2026-10-30
Blue Fin Capital, Inc.
DECREASED
Shares3,643 from 3,647
Change-4 (0%)
Value$841.3K (-$144.5K)
Filed 2026-10-28
HMS Capital Management, LLC
INCREASED
Shares3,630 from 3,544
Change+86 (+2%)
Value$838.3K (-$119.7K)
Filed 2026-10-20
Corundum Group, Inc.
INCREASED
Shares3,627 from 3,408
Change+219 (+6%)
Value$837.6K (-$83.6K)
Filed 2026-10-28
CRA Financial Services, LLC
DECREASED
Shares3,619 from 3,741
Change-122 (-3%)
Value$835.7K (-$175.7K)
Filed 2026-10-16
Diligent Investors, LLC
DECREASED
Shares3,609 from 4,517
Change-908 (-20%)
Value$833.6K (-$387.4K)
Filed 2026-10-21
Chapman Financial Group, LLC
DECREASED
Shares3,600 from 3,746
Change-146 (-4%)
Value$831.4K (-$181.2K)
Filed 2026-10-26
Abacus Planning Group, Inc.
DECREASED
Shares3,587 from 3,663
Change-76 (-2%)
Value$828.4K (-$161.6K)
Filed 2026-11-02
Probity Advisors, Inc.
DECREASED
Shares3,583 from 3,640
Change-57 (-2%)
Value$827.5K (-$156.5K)
Filed 2026-10-23
71 West Capital Partners
DECREASED
Shares3,572 from 4,167
Change-595 (-14%)
Value$824.9K (-$301.5K)
Filed 2026-11-04
Unique Wealth, LLC
INCREASED
Shares3,570 from 3,414
Change+156 (+5%)
Value$824.4K (-$98.4K)
Filed 2026-10-16
Hendershot Investments Inc.
DECREASED
Shares3,569 from 3,676
Change-107 (-3%)
Value$824.3K (-$169.5K)
Filed 2026-11-05
Rede Wealth, LLC
INCREASED
Shares3,561 from 3,559
Change+2 (+0%)
Value$822.4K (-$139.5K)
Filed 2026-10-22
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,554 from 3,514
Change+40 (+1%)
Value$820.8K (-$129.1K)
Filed 2026-10-22
Bernardo Wealth Planning LLC
INCREASED
Shares3,540 from 1,797
Change+1,743 (+97%)
Value$817.4K (+$331.7K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
INCREASED
Shares3,527 from 3,522
Change+5 (+0%)
Value$814.6K (-$137.5K)
Filed 2026-10-28
Beacon Bank & Trust
DECREASED
Shares3,522 from 3,776
Change-254 (-7%)
Value$813.4K (-$207.3K)
Filed 2026-10-27
MSH Capital Advisors LLC
DECREASED
Shares3,513 from 4,955
Change-1,442 (-29%)
Value$811.3K (-$528.1K)
Filed 2026-11-03
K2 Financial Inc.
DECREASED
Shares3,509 from 3,753
Change-244 (-6%)
Value$826.9K (-$222.1K)
Filed 2026-10-26
tru Independence LLC
DECREASED
Shares3,478 from 3,536
Change-58 (-2%)
Value$803.2K (-$152.5K)
Filed 2026-10-20
Aire Advisors, LLC
INCREASED
Shares3,474 from 3,472
Change+2 (+0%)
Value$802.3K (-$136.3K)
Filed 2026-10-22
Aurora Private Wealth, Inc.
INCREASED
Shares3,467 from 3,413
Change+54 (+2%)
Value$801 (-$921.2K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED
Shares3,465 from 3,464
Change+1 (+0%)
Value$800.3K (-$136.0K)
Filed 2026-10-23
Grove Bank & Trust
DECREASED
Shares3,462 from 3,514
Change-52 (-1%)
Value$799.5K (-$150.4K)
Filed 2026-10-08
Burford Brothers, Inc.
DECREASED
Shares3,437 from 3,441
Change-4 (0%)
Value$793.8K (-$136.2K)
Filed 2026-10-21
Catalyst Financial Partners LLC
DECREASED
Shares3,430 from 4,124
Change-694 (-17%)
Value$792.1K (-$322.6K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
DECREASED
Shares3,426 from 3,469
Change-43 (-1%)
Value$791.2K (-$146.5K)
Filed 2026-11-03
W Advisors, LLC
INCREASED
Shares3,420 from 3,387
Change+33 (+1%)
Value$789.9K (-$125.7K)
Filed 2026-11-02
Hilton Head Capital Partners, LLC
DECREASED
Shares3,401 from 3,636
Change-235 (-6%)
Value$785.3K (-$197.4K)
Filed 2026-10-23
Grandfield & Dodd, LLC
DECREASED
Shares3,394 from 3,444
Change-50 (-1%)
Value$783.8K (-$147.1K)
Filed 2026-10-29
AMI Asset Management Corp
INCREASED
Shares3,393 from 3,381
Change+12 (+0%)
Value$783.6K (-$130.3K)
Filed 2026-10-20
AM Investment Strategies LLC
INCREASED
Shares3,392 from 3,377
Change+15 (+0%)
Value$783 (-$132)
Filed 2026-11-05
General Partner, Inc.
UNCHANGED
Shares3,389 from 3,389
Change0 (0%)
Value$782.7K (-$133.4K)
Filed 2026-10-05
Kelleher Financial Advisors
DECREASED
Shares3,382 from 5,874
Change-2,492 (-42%)
Value$781.0K (-$806.8K)
Filed 2026-10-30
Sanders Morris Harris LLC
INCREASED
Shares3,374 from 2,500
Change+874 (+35%)
Value$798.0K (+$122.2K)
Filed 2026-10-14
West Bancorporation Inc
UNCHANGED
Shares3,362 from 3,362
Change0 (0%)
Value$776.4K (-$132.4K)
Filed 2026-10-29
Zions Bancorporation, National Association
DECREASED
Shares3,350 from 5,673
Change-2,323 (-41%)
Value$773.6K (-$759.8K)
Filed 2026-11-06
Paladin Wealth, LLC
INCREASED
Shares3,350 from 2,504
Change+846 (+34%)
Value$773.5K (+$96.7K)
Filed 2026-10-23
MV Capital Management, Inc.
DECREASED
Shares3,342 from 3,692
Change-350 (-9%)
Value$771.8K (-$226.2K)
Filed 2026-10-29
Destiny Wealth Partners, LLC
INCREASED
Shares3,328 from 1,309
Change+2,019 (+154%)
Value$884.1K (+$529.8K)
Filed 2026-11-05
Successful Portfolios LLC
DECREASED
Shares3,320 from 3,355
Change-35 (-1%)
Value$773.7K (-$150.9K)
Filed 2026-10-09
Persium Advisors, LLC
INCREASED
Shares3,311 from 2,958
Change+353 (+12%)
Value$764.6K (-$34.9K)
Filed 2026-10-07
Wealth Architects, LLC
INCREASED
Shares3,311 from 3,015
Change+296 (+10%)
Value$764.7K (-$50.3K)
Filed 2026-11-03
Evansbrook LLC
DECREASED
Shares3,302 from 3,462
Change-160 (-5%)
Value$762.6K (-$173.2K)
Filed 2026-10-16
Vanguard Capital Wealth Advisors
INCREASED
Shares3,302 from 3,287
Change+15 (+0%)
Value$762.5K (-$126.1K)
Filed 2026-10-16
Willow Creek Wealth Management Inc.
DECREASED
Shares3,288 from 3,315
Change-27 (-1%)
Value$759.3K (-$136.7K)
Filed 2026-10-26
Whipplewood Advisors, LLC
DECREASED
Shares3,284 from 3,328
Change-44 (-1%)
Value$758.4K (-$141.2K)
Filed 2026-10-20
West Paces Advisors Inc.
DECREASED
Shares3,274 from 3,489
Change-215 (-6%)
Value$756.0K (-$187.1K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
DECREASED
Shares3,265 from 3,275
Change-10 (0%)
Value$840.3K (-$44.9K)
Filed 2026-11-02
Coyle Financial Counsel LLC
DECREASED
Shares3,263 from 3,325
Change-62 (-2%)
Value$753.6K (-$145.2K)
Filed 2026-10-28
Landaas & Co
UNCHANGED
Shares3,262 from 3,262
Change0 (0%)
Value$753.4K (-$128.4K)
Filed 2026-10-29
Atwood & Palmer Inc
UNCHANGED
Shares3,248 from 3,248
Change0 (0%)
Value$750.1K (-$127.9K)
Filed 2026-10-08
D.B. Root & Company, LLC
DECREASED
Shares3,239 from 3,336
Change-97 (-3%)
Value$748.0K (-$153.7K)
Filed 2026-11-04
Verity Asset Management, Inc.
DECREASED
Shares3,235 from 3,258
Change-23 (-1%)
Value$747.1K (-$133.6K)
Filed 2026-10-30
Nordwand Advisors, LLC
INCREASED
Shares3,231 from 3,079
Change+152 (+5%)
Value$746.2K (-$86.1K)
Filed 2026-11-05
Trust Point Inc.
DECREASED
Shares3,215 from 4,221
Change-1,006 (-24%)
Value$742.5K (-$398.5K)
Filed 2026-10-27
NTV Asset Management LLC
INCREASED
Shares3,193 from 3,093
Change+100 (+3%)
Value$737.4K (-$98.7K)
Filed 2026-10-23
Zega Investments, LLC
INCREASED
Shares3,192 from 3,066
Change+126 (+4%)
Value$737.2K (-$91.6K)
Filed 2026-11-04
Alhambra Investment Management LLC
DECREASED
Shares3,190 from 3,265
Change-75 (-2%)
Value$736.7K (-$145.9K)
Filed 2026-10-15
Lesa Sroufe & Co
UNCHANGED
Shares3,188 from 3,188
Change0 (0%)
Value$736 (-$861.3K)
Filed 2026-10-29
Capital Advantage, Inc.
INCREASED
Shares3,178 from 1,665
Change+1,513 (+91%)
Value$733.9K (+$283.9K)
Filed 2026-10-14
Westover Capital Advisors, LLC
DECREASED
Shares3,176 from 3,211
Change-35 (-1%)
Value$733.5K (-$134.5K)
Filed 2026-10-26
Cornerstone Advisory, LLC
DECREASED
Shares3,172 from 3,245
Change-73 (-2%)
Value$732.5K (-$144.7K)
Filed 2026-11-06
Barr E S & Co
UNCHANGED
Shares3,170 from 3,170
Change0 (0%)
Value$732.1K (-$124.8K)
Filed 2026-11-06
Armstrong Advisory Group, Inc
DECREASED
Shares3,168 from 3,349
Change-181 (-5%)
Value$731.5K (-$173.6K)
Filed 2026-10-09
Net Worth Advisory Group
INCREASED
Shares3,164 from 2,405
Change+759 (+32%)
Value$733.5K (+$83.3K)
Filed 2026-10-20
Cottonwood Capital Advisors, LLC
DECREASED
Shares3,151 from 3,152
Change-1 (0%)
Value$727.6K (-$124.3K)
Filed 2026-10-20
One Way Holdings LLC
DECREASED
Shares3,138 from 3,157
Change-19 (-1%)
Value$724.7K (-$128.7K)
Filed 2026-10-29
Twelve Points Wealth Management LLC
DECREASED
Shares3,137 from 3,332
Change-195 (-6%)
Value$809.7K (-$90.9K)
Filed 2026-11-03
Union Savings Bank
INCREASED
Shares3,133 from 3,126
Change+7 (+0%)
Value$723.5K (-$121.4K)
Filed 2026-10-14
First Affirmative Financial Network
NEW
Shares3,132
Change+3,132
Value$723.2K
Filed 2026-10-21
Revolve Wealth Partners, LLC
DECREASED
Shares3,126 from 3,876
Change-750 (-19%)
Value$721.9K (-$325.8K)
Filed 2026-10-23
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares3,125 from 2,936
Change+189 (+6%)
Value$721.7K (-$71.9K)
Filed 2026-10-16
Ledyard National Bank
DECREASED
Shares3,125 from 3,234
Change-109 (-3%)
Value$721.7K (-$152.5K)
Filed 2026-10-21
BIP Wealth, LLC
DECREASED
Shares3,124 from 3,190
Change-66 (-2%)
Value$721.4K (-$140.9K)
Filed 2026-10-22
Pullen Investment Management, LLC
NEW
Shares3,120
Change+3,120
Value$720.5K
Filed 2026-10-23
Avestar Capital, LLC
DECREASED
Shares3,101 from 6,788
Change-3,687 (-54%)
Value$716.1K (-$1.1M)
Filed 2026-10-28
Acima Private Wealth, LLC
UNCHANGED
Shares3,101 from 3,101
Change0 (0%)
Value$716.1K (-$122.1K)
Filed 2026-10-05
Quadcap Wealth Management, LLC
DECREASED
Shares3,098 from 3,161
Change-63 (-2%)
Value$715.5K (-$138.8K)
Filed 2026-11-02
Talbot Financial, LLC
DECREASED
Shares3,092 from 36,694
Change-33,602 (-92%)
Value$714.1K (-$9.2M)
Filed 2026-10-19
Oarsman Capital, Inc.
DECREASED
Shares3,092 from 3,181
Change-89 (-3%)
Value$714.1K (-$145.8K)
Filed 2026-11-05
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares3,089 from 3,127
Change-38 (-1%)
Value$713.4K (-$131.8K)
Filed 2026-10-08
Kennedy Investment Group, Inc.
DECREASED
Shares3,079 from 3,087
Change-8 (0%)
Value$711.0K (-$123.6K)
Filed 2026-10-21
WealthPLAN Partners, LLC
INCREASED
Shares3,078 from 2,391
Change+687 (+29%)
Value$710.7K (+$64.4K)
Filed 2026-10-15
LCM Capital Management Inc
INCREASED
Shares3,060 from 3,042
Change+18 (+1%)
Value$706.7K (-$115.6K)
Filed 2026-10-20
J.Safra Asset Management Corp
DECREASED
Shares3,058 from 3,078
Change-20 (-1%)
Value$706.1K (-$125.8K)
Filed 2026-11-03
Partnership Wealth Management, LLC
DECREASED
Shares3,046 from 3,155
Change-109 (-3%)
Value$703.4K (-$149.4K)
Filed 2026-10-05
Capital Management Associates, Inc
DECREASED
Shares3,045 from 3,085
Change-40 (-1%)
Value$703.2K (-$130.8K)
Filed 2026-10-20
Financial Management Network Inc
DECREASED
Shares3,041 from 3,049
Change-8 (0%)
Value$705.1K (-$111.1K)
Filed 2026-10-09
Tlwm
DECREASED
Shares3,037 from 3,156
Change-119 (-4%)
Value$701.4K (-$151.7K)
Filed 2026-10-09
Core Wealth Management, Inc.
DECREASED
Shares3,034 from 3,045
Change-11 (0%)
Value$700.7K (-$122.4K)
Filed 2026-10-22
Advantage Trust Co
UNCHANGED
Shares3,032 from 3,032
Change0 (0%)
Value$700.2K (-$119.4K)
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
INCREASED
Shares3,017 from 3,011
Change+6 (+0%)
Value$696.8K (-$117.2K)
Filed 2026-10-28
First Citizens Financial Corp
DECREASED
Shares3,011 from 3,116
Change-105 (-3%)
Value$695.4K (-$146.9K)
Filed 2026-10-02
Archford Capital Strategies, LLC
DECREASED
Shares3,006 from 3,628
Change-622 (-17%)
Value$694.3K (-$286.5K)
Filed 2026-10-19
DeDora Capital, Inc.
INCREASED
Shares3,002 from 2,981
Change+21 (+1%)
Value$693.4K (-$112.5K)
Filed 2026-10-26
Duncker Streett & Co Inc
DECREASED
Shares2,995 from 3,022
Change-27 (-1%)
Value$691.6K (-$125.3K)
Filed 2026-10-27
Integrity Advisory Solutions, LLC
INCREASED
Shares2,993 from 2,383
Change+610 (+26%)
Value$691.4K (+$47.1K)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares2,992 from 3,080
Change-88 (-3%)
Value$691.0K (-$149.1K)
Filed 2026-10-14
First American Bank
DECREASED
Shares2,990 from 3,305
Change-315 (-10%)
Value$690.5K (-$202.9K)
Filed 2026-10-27
Sage Investment Advisers LLC
INCREASED
Shares2,985 from 2,504
Change+481 (+19%)
Value$689.4K (+$12.5K)
Filed 2026-10-21
Johnson & White Wealth Management, LLC
INCREASED
Shares2,982 from 2,879
Change+103 (+4%)
Value$688.7K (-$89.5K)
Filed 2026-11-03
Baker Boyer National Bank
UNCHANGED
Shares2,982 from 2,982
Change0 (0%)
Value$688.7K (-$117.4K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
DECREASED
Shares2,981 from 4,323
Change-1,342 (-31%)
Value$688.5K (-$480.1K)
Filed 2026-11-06
Keystone Wealth Services, LLC
INCREASED
Shares2,959 from 2,180
Change+779 (+36%)
Value$692.2K (+$102.9K)
Filed 2026-11-03
Harbour Capital Advisors, LLC
UNCHANGED
Shares2,942 from 2,942
Change0 (0%)
Value$679.4K (-$128.4K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares2,935 from 5,926
Change-2,991 (-50%)
Value$677.8K (-$924.1K)
Filed 2026-10-14
BigSur Wealth Management LLC
DECREASED
Shares2,933 from 2,994
Change-61 (-2%)
Value$677.3K (-$132.0K)
Filed 2026-10-13
Nfsg Corp
DECREASED
Shares2,929 from 11,899
Change-8,970 (-75%)
Value$676.3K (-$2.5M)
Filed 2026-10-15
Ejmk Ventures LLC
DECREASED
Shares2,925 from 3,164
Change-239 (-8%)
Value$675.4K (-$180.0K)
Filed 2026-10-21
Dorato Capital Management
INCREASED
Shares2,925 from 2,924
Change+1 (+0%)
Value$675.2K (-$127.8K)
Filed 2026-10-08
Central Pacific Bank - Trust Division
DECREASED
Shares2,921 from 4,461
Change-1,540 (-35%)
Value$674.6K (-$531.3K)
Filed 2026-10-06
BCS Wealth Management
DECREASED
Shares2,921 from 2,942
Change-21 (-1%)
Value$674.6K (-$120.5K)
Filed 2026-11-03
Taylor Securities Services, Inc.
INCREASED
Shares2,918 from 2,542
Change+376 (+15%)
Value$673.9K (-$13.4K)
Filed 2026-10-20
Nemes Rush Group LLC
DECREASED
Shares2,906 from 2,913
Change-7 (0%)
Value$671.2K (-$116.2K)
Filed 2026-11-04
Benin Management Corp
UNCHANGED
Shares2,906 from 2,906
Change0 (0%)
Value$671.1K (-$114.4K)
Filed 2026-10-22
Vision Financial Markets LLC
UNCHANGED
Shares2,905 from 2,905
Change0 (0%)
Value$671.9K (-$112.1K)
Filed 2026-10-22
Orrstown Financial Services Inc
DECREASED
Shares2,894 from 3,119
Change-225 (-7%)
Value$668.3K (-$174.8K)
Filed 2026-10-14
Investment House LLC
DECREASED
Shares2,892 from 10,442
Change-7,550 (-72%)
Value$667.9K (-$2.2M)
Filed 2026-10-21
Tannin Capital LLC
INCREASED
Shares2,886 from 2,604
Change+282 (+11%)
Value$666.5K (-$37.4K)
Filed 2026-11-05
Intrua Financial, LLC
DECREASED
Shares2,885 from 2,960
Change-75 (-3%)
Value$666.4K (-$133.9K)
Filed 2026-10-28
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$665.3K (-$113.4K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
DECREASED
Shares2,880 from 2,987
Change-107 (-4%)
Value$665.2K (-$142.3K)
Filed 2026-11-06
VAN Strum & Towne Inc.
INCREASED
Shares2,879 from 2,400
Change+479 (+20%)
Value$664.9K (+$16.1K)
Filed 2026-11-06
Davis Capital Management
INCREASED
Shares2,874 from 969
Change+1,905 (+197%)
Value$663.7K (+$401.8K)
Filed 2026-10-08
Willow Creek Capital Management, Inc.
UNCHANGED
Shares2,873 from 2,873
Change0 (0%)
Value$776.6K ($0)
Filed 2026-10-16
Maple Capital Management, Inc.
DECREASED
Shares2,867 from 3,350
Change-483 (-14%)
Value$662.1K (-$243.4K)
Filed 2026-11-02
Thrive Wealth Management, LLC
DECREASED
Shares2,857 from 3,182
Change-325 (-10%)
Value$659.7K (-$200.4K)
Filed 2026-10-13
Perpetual Ltd
INCREASED
Shares2,839 from 2,610
Change+229 (+9%)
Value$655.6K (-$49.9K)
Filed 2026-10-13
Correct Capital Wealth Management
INCREASED
Shares2,826 from 2,246
Change+580 (+26%)
Value$652.7K (+$45.7K)
Filed 2026-11-02
Ti-Trust, Inc
DECREASED
Shares2,817 from 2,917
Change-100 (-3%)
Value$650.6K (-$137.9K)
Filed 2026-10-21
Arthur M. Cohen & Associates, LLC
DECREASED
Shares2,815 from 3,481
Change-666 (-19%)
Value$650.1K (-$290.9K)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
INCREASED
Shares2,815 from 2,506
Change+309 (+12%)
Value$650.1K (-$27.3K)
Filed 2026-10-21
McAdam, LLC
INCREASED
Shares2,812 from 2,635
Change+177 (+7%)
Value$649.4K (-$62.8K)
Filed 2026-10-21
Form Wealth Advisors, LLC
DECREASED
Shares2,812 from 2,852
Change-40 (-1%)
Value$649.5K (-$121.5K)
Filed 2026-10-13
Opinicus Capital, Inc.
INCREASED
Shares2,800 from 999
Change+1,801 (+180%)
Value$646.5K (+$376.5K)
Filed 2026-10-28
Washington Trust Bank
DECREASED
Shares2,798 from 3,299
Change-501 (-15%)
Value$646.2K (-$245.6K)
Filed 2026-11-03
Nixon Peabody Trust Co
INCREASED
Shares2,795 from 2,536
Change+259 (+10%)
Value$645.5K (-$40.0K)
Filed 2026-10-23
Hamilton Capital, LLC
INCREASED
Shares2,792 from 2,724
Change+68 (+3%)
Value$644.7K (-$91.6K)
Filed 2026-10-08
Mosley Wealth Management
INCREASED
Shares2,790 from 2,202
Change+588 (+27%)
Value$676.7K (+$81.5K)
Filed 2026-10-16
Renaissance Investment Group LLC
DECREASED
Shares2,789 from 3,057
Change-268 (-9%)
Value$644.1K (-$182.2K)
Filed 2026-10-28
Rakuten Securities, Inc.
INCREASED
Shares2,775 from 947
Change+1,828 (+193%)
Value$640.9K (+$384.9K)
Filed 2026-11-02
Semus Wealth Partners LLC
DECREASED
Shares2,772 from 2,792
Change-20 (-1%)
Value$640.1K (-$114.6K)
Filed 2026-10-22
Indiana Trust & Investment Management Co
DECREASED
Shares2,771 from 2,941
Change-170 (-6%)
Value$639.9K (-$155.0K)
Filed 2026-10-22
CPC Advisors, LLC
DECREASED
Shares2,770 from 3,137
Change-367 (-12%)
Value$639.7K (-$208.4K)
Filed 2026-10-21
WoodTrust Financial Corp
DECREASED
Shares2,762 from 2,767
Change-5 (0%)
Value$638 (-$746.4K)
Filed 2026-10-09
North Point Portfolio Managers Corp
INCREASED
Shares2,752 from 2,543
Change+209 (+8%)
Value$635.5K (-$51.9K)
Filed 2026-10-07
Kentucky Trust Co
INCREASED
Shares2,747 from 2,648
Change+99 (+4%)
Value$634.4K (-$81.4K)
Filed 2026-10-15
Winebrenner Capital Management LLC
DECREASED
Shares2,747 from 2,773
Change-26 (-1%)
Value$634.5K (-$115.2K)
Filed 2026-10-07
Lodestone Wealth Management LLC
INCREASED
Shares2,728 from 2,533
Change+195 (+8%)
Value$629.9K (-$54.8K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,720 from 2,797
Change-77 (-3%)
Value$628.2K (-$127.9K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares2,717
Change+2,717
Value$627.5K
Filed 2026-10-26
Peoples Bank
INCREASED
Shares2,716 from 2,474
Change+242 (+10%)
Value$627.2K (-$41.5K)
Filed 2026-10-26
GHP Investment Advisors, Inc.
DECREASED
Shares2,713 from 2,870
Change-157 (-5%)
Value$626.5K (-$149.2K)
Filed 2026-10-15
Collaborative Fund Advisors, LLC
NEW
Shares2,705
Change+2,705
Value$624.7K
Filed 2026-11-02
Allen Capital Group, LLC
DECREASED
Shares2,705 from 3,080
Change-375 (-12%)
Value$624.6K (-$207.8K)
Filed 2026-10-27
Sheets Smith Wealth Management
DECREASED
Shares2,702 from 3,396
Change-694 (-20%)
Value$624.1K (-$293.8K)
Filed 2026-10-16
Arrien Investments, Inc.
INCREASED
Shares2,701 from 2,683
Change+18 (+1%)
Value$623.7K (-$101.5K)
Filed 2026-10-30
Howard Capital Management Group, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$623.5K (-$106.3K)
Filed 2026-10-16
Elco Management Co., LLC
DECREASED
Shares2,688 from 2,823
Change-135 (-5%)
Value$620.8K (-$142.3K)
Filed 2026-10-14
Ibex Wealth Advisors
INCREASED
Shares2,686 from 2,673
Change+13 (+0%)
Value$620.2K (-$102.2K)
Filed 2026-11-06
15 Wealth Advisors LLC
NEW
Shares2,682
Change+2,682
Value$619.5K
Filed 2026-10-14
Balboa Wealth Partners
DECREASED
Shares2,680 from 2,753
Change-73 (-3%)
Value$618.8K (-$125.4K)
Filed 2026-10-20
Trust Co
DECREASED
Shares2,675 from 2,721
Change-46 (-2%)
Value$617.7K (-$117.8K)
Filed 2026-10-09
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares2,674 from 2,372
Change+302 (+13%)
Value$617.5K (-$23.6K)
Filed 2026-10-22
Cahaba Wealth Management, Inc.
DECREASED
Shares2,669 from 2,791
Change-122 (-4%)
Value$616.4K (-$138.1K)
Filed 2026-10-26
Bison Wealth, LLC
DECREASED
Shares2,664 from 3,522
Change-858 (-24%)
Value$627.8K (-$356.8K)
Filed 2026-10-13
Wilkins Investment Counsel Inc
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$612.0K (-$104.3K)
Filed 2026-11-03
Hummer Financial Advisory Services Inc
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$612.0K (-$104.3K)
Filed 2026-10-09
Evanson Financial, LLC
INCREASED
Shares2,648 from 2,645
Change+3 (+0%)
Value$611.5K (-$103.4K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
DECREASED
Shares2,646 from 2,761
Change-115 (-4%)
Value$626.7K (-$119.7K)
Filed 2026-10-27
Marin Bay Wealth Advisors, LLC
INCREASED
Shares2,644 from 2,114
Change+530 (+25%)
Value$610.8K (+$39.3K)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares2,638 from 2,484
Change+154 (+6%)
Value$609.2K (-$62.2K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
DECREASED
Shares2,632 from 2,633
Change-1 (0%)
Value$607.8K (-$103.9K)
Filed 2026-10-23
Asset Advisory Group, Inc.
UNCHANGED
Shares2,622 from 2,622
Change0 (0%)
Value$605.5K (-$103.2K)
Filed 2026-10-20
Acropolis Investment Management, LLC
INCREASED
Shares2,620 from 2,599
Change+21 (+1%)
Value$605.0K (-$97.7K)
Filed 2026-10-08
Advisory Solutions Group, LLC
INCREASED
Shares2,616 from 2,065
Change+551 (+27%)
Value$604.2K (+$46.0K)
Filed 2026-10-14
Apollon Financial, LLC
INCREASED
Shares2,616 from 2,239
Change+377 (+17%)
Value$604.2K (-$873)
Filed 2026-10-23
Mirabaud & Cie SA
INCREASED
Shares2,616 from 2,585
Change+31 (+1%)
Value$604.1K (-$94.6K)
Filed 2026-10-27
Novem Group
DECREASED
Shares2,606 from 3,072
Change-466 (-15%)
Value$601.8K (-$228.5K)
Filed 2026-10-19
Chiron Capital Management, LLC
NEW
Shares2,603
Change+2,603
Value$601.1K
Filed 2026-10-15
Kesler, Norman & Wride, LLC
DECREASED
Shares2,592 from 2,675
Change-83 (-3%)
Value$598.5K (-$124.6K)
Filed 2026-11-06
Congress Park Capital LLC
INCREASED
Shares2,582 from 931
Change+1,651 (+177%)
Value$596.2K (+$344.6K)
Filed 2026-10-13
First City Capital Management, Inc.
DECREASED
Shares2,576 from 2,722
Change-146 (-5%)
Value$595.0K (-$140.9K)
Filed 2026-10-27
Capital Asset Advisory Services LLC
DECREASED
Shares2,576 from 2,704
Change-128 (-5%)
Value$650.9K (-$80.1K)
Filed 2026-10-30
Kuhn & Co Investment Counsel
INCREASED
Shares2,572 from 2,568
Change+4 (+0%)
Value$594.0K (-$100.2K)
Filed 2026-10-29
MPS Loria Financial Planners, LLC
INCREASED
Shares2,568 from 2,176
Change+392 (+18%)
Value$593.1K (+$4.8K)
Filed 2026-10-14
Kathmere Capital Management, LLC
INCREASED
Shares2,566 from 2,039
Change+527 (+26%)
Value$592.7K (+$41.4K)
Filed 2026-10-20
One Wealth Capital Management, LLC
NEW
Shares2,560
Change+2,560
Value$591.2K
Filed 2026-10-23
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares2,560 from 2,604
Change-44 (-2%)
Value$591.3K (-$112.7K)
Filed 2026-10-07
Miller Financial Services LLC
INCREASED
Shares2,556 from 2,016
Change+540 (+27%)
Value$590.3K (+$45.4K)
Filed 2026-10-20
Clearwater Capital Advisors, LLC
DECREASED
Shares2,555 from 2,560
Change-5 (0%)
Value$590.0K (-$101.9K)
Filed 2026-11-06
Garde Capital, Inc.
DECREASED
Shares2,552 from 2,960
Change-408 (-14%)
Value$589.3K (-$210.7K)
Filed 2026-10-29
TBH Global Asset Management, LLC
INCREASED
Shares2,542 from 2,466
Change+76 (+3%)
Value$587.0K (-$79.6K)
Filed 2026-11-03
Ignite Planners, LLC
DECREASED
Shares2,539 from 3,200
Change-661 (-21%)
Value$586.1K (-$279.5K)
Filed 2026-10-14
Woodward Diversified Capital, LLC
DECREASED
Shares2,539 from 2,958
Change-419 (-14%)
Value$586.3K (-$213.2K)
Filed 2026-10-21
Fidelity D & D Bancorp Inc
UNCHANGED
Shares2,512 from 2,512
Change0 (0%)
Value$580.1K (-$98.9K)
Filed 2026-11-05
Machina Capital S.A.S.
DECREASED
Shares2,493 from 8,365
Change-5,872 (-70%)
Value$575.7K (-$1.7M)
Filed 2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares2,493 from 2,527
Change-34 (-1%)
Value$575.7K (-$107.3K)
Filed 2026-10-15
Prudent Man Advisors, LLC
DECREASED
Shares2,488 from 2,572
Change-84 (-3%)
Value$574.6K (-$120.7K)
Filed 2026-11-03
Anchyra Partners LLC
DECREASED
Shares2,487 from 2,656
Change-169 (-6%)
Value$574.3K (-$143.6K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
DECREASED
Shares2,485 from 2,729
Change-244 (-9%)
Value$573.9K (-$157.0K)
Filed 2026-10-26
Yoffe Investment Management, LLC
UNCHANGED
Shares2,485 from 2,485
Change0 (0%)
Value$573.9K (-$97.8K)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares2,471 from 2,814
Change-343 (-12%)
Value$570.6K (-$190.0K)
Filed 2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$664.8K ($0)
Filed 2026-11-03
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares2,453 from 3,340
Change-887 (-27%)
Value$566.5K (-$336.3K)
Filed 2026-10-20
Ackerman Capital Advisors, LLC
UNCHANGED
Shares2,449 from 2,449
Change0 (0%)
Value$565.6K (-$96.4K)
Filed 2026-10-30
Carl P. Sherr & Co., LLC
DECREASED
Shares2,448 from 4,429
Change-1,981 (-45%)
Value$565.3K (-$631.9K)
Filed 2026-11-06
Mayfair Advisory Group, LLC
DECREASED
Shares2,446 from 2,528
Change-82 (-3%)
Value$564.9K (-$104.4K)
Filed 2026-10-20
Regent Peak Wealth Advisors LLC
DECREASED
Shares2,444 from 3,258
Change-814 (-25%)
Value$564.4K (-$316.4K)
Filed 2026-10-13
ZWJ Investment Counsel Inc
DECREASED
Shares2,430 from 2,469
Change-39 (-2%)
Value$561.1K (-$106.2K)
Filed 2026-10-15
Fairvoy Private Wealth, LLC
DECREASED
Shares2,426 from 10,587
Change-8,161 (-77%)
Value$560.2K (-$2.3M)
Filed 2026-10-19
Exchange Bank
DECREASED
Shares2,418 from 2,457
Change-39 (-2%)
Value$558.4K (-$105.7K)
Filed 2026-10-07
Saxon Interests, Inc.
DECREASED
Shares2,415 from 3,787
Change-1,372 (-36%)
Value$557.6K (-$466.0K)
Filed 2026-10-26
Hill Island Financial LLC
DECREASED
Shares2,404 from 2,466
Change-62 (-3%)
Value$555.1K (-$111.4K)
Filed 2026-10-20
Oslo Pensjonsforsikring AS
INCREASED
Shares2,402 from 1,976
Change+426 (+22%)
Value$554.7K (+$20.6K)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
DECREASED
Shares2,393 from 2,666
Change-273 (-10%)
Value$552.7K (-$168.0K)
Filed 2026-10-16
Gould Asset Management LLC
DECREASED
Shares2,388 from 2,423
Change-35 (-1%)
Value$551.4K (-$103.5K)
Filed 2026-11-06
Spirit of America Management Corp
DECREASED
Shares2,380 from 2,580
Change-200 (-8%)
Value$549.6K (-$147.8K)
Filed 2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares2,379 from 2,247
Change+132 (+6%)
Value$549.4K (-$58.0K)
Filed 2026-10-16
TMB Capital Partners, LLC
DECREASED
Shares2,378 from 2,430
Change-52 (-2%)
Value$549.1K (-$107.8K)
Filed 2026-10-20
Creekside Partners
UNCHANGED
Shares2,374 from 2,374
Change0 (0%)
Value$548.3K (-$93.5K)
Filed 2026-11-04
Gleason Group, Inc.
INCREASED
Shares2,371 from 2,354
Change+17 (+1%)
Value$547.7K (-$88.7K)
Filed 2026-10-15
Holland Advisory Services, Inc.
DECREASED
Shares2,363 from 2,523
Change-160 (-6%)
Value$545.6K (-$136.5K)
Filed 2026-10-26
Victory Financial Group, LLC
INCREASED
Shares2,361 from 1,823
Change+538 (+30%)
Value$545.3K (+$52.5K)
Filed 2026-10-27
MFA Wealth Services
DECREASED
Shares2,360 from 2,377
Change-17 (-1%)
Value$544.9K (-$97.6K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
INCREASED
Shares2,358 from 2,280
Change+78 (+3%)
Value$544.6K (-$71.8K)
Filed 2026-10-05
MMA Asset Management LLC
DECREASED
Shares2,357 from 2,423
Change-66 (-3%)
Value$544.3K (-$110.6K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,354 from 2,359
Change-5 (0%)
Value$543.6K (-$93.9K)
Filed 2026-10-14
Prentice Wealth Management LLC
DECREASED
Shares2,352 from 2,391
Change-39 (-2%)
Value$543.2K (-$103.1K)
Filed 2026-10-20
Silverleafe Capital Partners, LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$542.7K (-$92.5K)
Filed 2026-10-02
Winthrop Advisory Group LLC
INCREASED
Shares2,341 from 2,232
Change+109 (+5%)
Value$540.7K (-$62.5K)
Filed 2026-10-22
Fiduciary Family Office, LLC
INCREASED
Shares2,339 from 2,264
Change+75 (+3%)
Value$540.2K (-$72.1K)
Filed 2026-11-04
Syntegra Private Wealth Group, LLC
DECREASED
Shares2,333 from 2,378
Change-45 (-2%)
Value$538.7K (-$103.9K)
Filed 2026-10-13
First Financial Corp
DECREASED
Shares2,329 from 2,356
Change-27 (-1%)
Value$537.9K (-$99.0K)
Filed 2026-10-13
Financial Consulate, Inc
DECREASED
Shares2,325 from 2,369
Change-44 (-2%)
Value$537.0K (-$103.5K)
Filed 2026-10-23
SC&H Financial Advisors, Inc.
UNCHANGED
Shares2,312 from 2,312
Change0 (0%)
Value$534.0K (-$91.0K)
Filed 2026-10-14
Van Cleef Asset Management,Inc
INCREASED
Shares2,310 from 2,303
Change+7 (+0%)
Value$533.5K (-$89.1K)
Filed 2026-10-20
Castle Rock Wealth Management, LLC
DECREASED
Shares2,306 from 2,358
Change-52 (-2%)
Value$536.0K (-$99.4K)
Filed 2026-10-09
Clark Asset Management, LLC
DECREASED
Shares2,303 from 2,581
Change-278 (-11%)
Value$531.9K (-$165.9K)
Filed 2026-10-19
Paulson Wealth Management Inc.
INCREASED
Shares2,302 from 2,266
Change+36 (+2%)
Value$531.6K (-$80.9K)
Filed 2026-11-02
CDM Financial Counseling Services, Inc.
DECREASED
Shares2,298 from 2,385
Change-87 (-4%)
Value$530.7K (-$114.0K)
Filed 2026-10-15
BankPlus Trust Department
UNCHANGED
Shares2,297 from 2,297
Change0 (0%)
Value$530.5K (-$90.4K)
Filed 2026-11-06
Uptick Partners, LLC
DECREASED
Shares2,289 from 2,363
Change-74 (-3%)
Value$528.6K (-$110.1K)
Filed 2026-11-04
Shepherd Street Advisors LLC
DECREASED
Shares2,288 from 2,397
Change-109 (-5%)
Value$538.2K (-$96.9K)
Filed 2026-10-21
Ballast, Inc.
UNCHANGED
Shares2,286 from 2,286
Change0 (0%)
Value$527.9K (-$90.0K)
Filed 2026-10-20
Northern Financial Advisors Inc
DECREASED
Shares2,274 from 3,526
Change-1,252 (-36%)
Value$525.2K (-$427.8K)
Filed 2026-10-29
Mountain Pacific Investment Advisers LLC
INCREASED
Shares2,268 from 2,233
Change+35 (+2%)
Value$523.8K (-$79.8K)
Filed 2026-10-29
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares2,266 from 2,266
Change0 (0%)
Value$523.3K (-$89.2K)
Filed 2026-10-09
Encompass More Asset Management
INCREASED
Shares2,263 from 2,206
Change+57 (+3%)
Value$522.6K (-$73.9K)
Filed 2026-10-16
DSG Capital Advisors, LLC
INCREASED
Shares2,254 from 2,253
Change+1 (+0%)
Value$520.5K (-$85.4K)
Filed 2026-11-05
SYM Financial Corp
INCREASED
Shares2,252 from 2,192
Change+60 (+3%)
Value$520.1K (-$72.5K)
Filed 2026-10-26
Townsend & Associates, Inc
DECREASED
Shares2,250 from 4,264
Change-2,014 (-47%)
Value$546.7K (-$594.5K)
Filed 2026-10-23
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares2,249 from 2,249
Change0 (0%)
Value$519.4K (-$88.5K)
Filed 2026-10-13
Blodgett Wealth Advisors, LLC
DECREASED
Shares2,246 from 2,984
Change-738 (-25%)
Value$518.7K (-$287.9K)
Filed 2026-10-23
KFG Wealth Management, LLC
INCREASED
Shares2,245 from 2,228
Change+17 (+1%)
Value$518.5K (-$83.7K)
Filed 2026-10-16
Factor Wealth Management LTD
DECREASED
Shares2,240 from 3,358
Change-1,118 (-33%)
Value$517.4K (-$390.4K)
Filed 2026-10-08
Hurlow Wealth Management Group, Inc.
INCREASED
Shares2,240 from 2,239
Change+1 (+0%)
Value$517.4K (-$87.8K)
Filed 2026-10-29
Compass Ion Advisors, LLC
INCREASED
Shares2,238 from 2,236
Change+2 (+0%)
Value$516.9K (-$87.5K)
Filed 2026-10-23
Great Waters Wealth Management
UNCHANGED
Shares2,232 from 2,232
Change0 (0%)
Value$515.5K (-$87.7K)
Filed 2026-10-07
Ballast Rock Private Wealth LLC
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$515.0K (-$87.8K)
Filed 2026-10-26
M. Kraus & Co
UNCHANGED
Shares2,222 from 2,222
Change0 (0%)
Value$513.1K (-$87.5K)
Filed 2026-10-20
Hilltop National Bank
DECREASED
Shares2,213 from 2,573
Change-360 (-14%)
Value$511.1K (-$184.4K)
Filed 2026-10-14
Insight Advisors, LLC/ PA
DECREASED
Shares2,213 from 2,247
Change-34 (-2%)
Value$511.0K (-$96.5K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED
Shares2,209 from 1,430
Change+779 (+54%)
Value$510.1K (+$123.6K)
Filed 2026-10-15
Seamount Financial Group Inc
UNCHANGED
Shares2,208 from 2,208
Change0 (0%)
Value$510.0K (-$86.9K)
Filed 2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,207 from 3,417
Change-1,210 (-35%)
Value$509.7K (-$413.9K)
Filed 2026-10-28
Sunbeam Capital Management, LLC
DECREASED
Shares2,196 from 2,283
Change-87 (-4%)
Value$507.0K (-$110.1K)
Filed 2026-11-05
WealthBridge Capital Management, LLC
INCREASED
Shares2,192 from 2,179
Change+13 (+1%)
Value$506.2K (-$82.8K)
Filed 2026-10-16
Trust Co of the South
DECREASED
Shares2,188 from 3,488
Change-1,300 (-37%)
Value$505.3K (-$437.5K)
Filed 2026-10-21
Ascentis Wealth Management, LLC
INCREASED
Shares2,188 from 1,768
Change+420 (+24%)
Value$505.5K (+$27.4K)
Filed 2026-11-03
Strategic Advisors LLC
INCREASED
Shares2,182 from 2,177
Change+5 (+0%)
Value$503.9K (-$84.5K)
Filed 2026-10-13
Verum Partners LLC
DECREASED
Shares2,180 from 2,320
Change-140 (-6%)
Value$503.5K (-$123.6K)
Filed 2026-10-21
Allegheny Financial Group
DECREASED
Shares2,177 from 2,178
Change-1 (0%)
Value$502.9K (-$86.0K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
DECREASED
Shares2,174 from 2,180
Change-6 (0%)
Value$502.1K (-$87.2K)
Filed 2026-10-28
First Heartland Consultants, Inc.
INCREASED
Shares2,173 from 1,399
Change+774 (+55%)
Value$501.9K (+$123.7K)
Filed 2026-10-08
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares2,170 from 2,160
Change+10 (+0%)
Value$501.1K (-$82.9K)
Filed 2026-10-19
OFS Enterprise LLC
DECREASED
Shares2,166 from 2,186
Change-20 (-1%)
Value$500.2K (-$90.7K)
Filed 2026-10-16
Human Investing LLC
INCREASED
Shares2,164 from 1,932
Change+232 (+12%)
Value$499.8K (-$22.4K)
Filed 2026-10-19
Purkiss Capital Advisors LLC
INCREASED
Shares2,163 from 2,161
Change+2 (+0%)
Value$499.5K (-$84.6K)
Filed 2026-11-06
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares2,160 from 3,400
Change-1,240 (-36%)
Value$498.8K (-$419.9K)
Filed 2026-10-21
Precedent Wealth Partners, LLC
DECREASED
Shares2,157 from 10,221
Change-8,064 (-79%)
Value$498.0K (-$2.3M)
Filed 2026-10-21
Marathon Capital Management
INCREASED
Shares2,152 from 2,150
Change+2 (+0%)
Value$497.0K (-$84.2K)
Filed 2026-10-23
Income Insurance Ltd
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$495.4K (-$84.4K)
Filed 2026-10-21
Greenup Street Wealth Management LLC
DECREASED
Shares2,143 from 2,194
Change-51 (-2%)
Value$494.9K (-$98.1K)
Filed 2026-10-28
MBE Wealth Management, LLC
INCREASED
Shares2,133 from 2,129
Change+4 (+0%)
Value$492.6K (-$82.9K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,118 from 1,689
Change+429 (+25%)
Value$489.2K (+$32.5K)
Filed 2026-10-29
Canandaigua National Trust Co of Florida
NEW
Shares2,116
Change+2,116
Value$488.7K
Filed 2026-10-07
KRS Capital Management, LLC
INCREASED
Shares2,106 from 2,104
Change+2 (+0%)
Value$486.3K (-$82.6K)
Filed 2026-10-16
PUREfi Wealth, LLC
DECREASED
Shares2,100 from 2,114
Change-14 (-1%)
Value$485.0K (-$86.5K)
Filed 2026-10-19
Harmony Asset Management LLC
DECREASED
Shares2,099 from 2,707
Change-608 (-22%)
Value$484.7K (-$246.9K)
Filed 2026-10-20
Financial Insights, Inc.
DECREASED
Shares2,099 from 2,212
Change-113 (-5%)
Value$484.7K (-$113.2K)
Filed 2026-10-27
Gray Private Wealth, LLC
DECREASED
Shares2,095 from 2,194
Change-99 (-5%)
Value$483.7K (-$109.3K)
Filed 2026-10-28
True Wealth Design, LLC
DECREASED
Shares2,094 from 2,268
Change-174 (-8%)
Value$483.6K (-$129.5K)
Filed 2026-10-13
J. L. Bainbridge & Co., Inc.
DECREASED
Shares2,092 from 2,101
Change-9 (0%)
Value$483.1K (-$84.8K)
Filed 2026-10-20
Centennial Wealth Advisory LLC
INCREASED
Shares2,091 from 1,813
Change+278 (+15%)
Value$484.1K (-$5.8K)
Filed 2026-10-16
Archer Investment Corp
INCREASED
Shares2,086 from 2,073
Change+13 (+1%)
Value$481.7K (-$78.7K)
Filed 2026-11-05
Ullmann Wealth Partners Group, LLC
DECREASED
Shares2,073 from 2,253
Change-180 (-8%)
Value$478.7K (-$130.3K)
Filed 2026-11-02
Goldstein Advisors, LLC
INCREASED
Shares2,072 from 2,004
Change+68 (+3%)
Value$478.5K (-$63.2K)
Filed 2026-10-15
BOS Asset Management, LLC
UNCHANGED
Shares2,072 from 2,072
Change0 (0%)
Value$478.5K (-$81.6K)
Filed 2026-10-09
XY Planning Network, Inc.
INCREASED
Shares2,065 from 1,526
Change+539 (+35%)
Value$476.9K (+$64.4K)
Filed 2026-10-14
Versant Capital Management, Inc
INCREASED
Shares2,062 from 1,671
Change+391 (+23%)
Value$476.3K (+$24.7K)
Filed 2026-10-02
Cpwa, LLC
INCREASED
Shares2,061 from 1,989
Change+72 (+4%)
Value$485.7K (-$52.0K)
Filed 2026-11-04
Banyan Capital Management, Inc.
DECREASED
Shares2,059 from 2,449
Change-390 (-16%)
Value$475.5K (-$186.5K)
Filed 2026-11-05
West Wealth Group, LLC
DECREASED
Shares2,057 from 2,059
Change-2 (0%)
Value$475.0K (-$81.8K)
Filed 2026-10-14
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$472.3K (-$80.5K)
Filed 2026-10-26
First Bancorp, Inc
INCREASED
Shares2,037 from 2,002
Change+35 (+2%)
Value$470.4K (-$70.7K)
Filed 2026-10-26
GGM Financial LLC
INCREASED
Shares2,032 from 1,785
Change+247 (+14%)
Value$469.2K (-$13.3K)
Filed 2026-11-05
Douglas Lane & Associates, LLC
DECREASED
Shares2,031 from 2,054
Change-23 (-1%)
Value$469.1K (-$86.2K)
Filed 2026-10-09
Swiss RE LTD
INCREASED
Shares2,025 from 1,232
Change+793 (+64%)
Value$467.7K (+$134.6K)
Filed 2026-11-06
Winthrop Capital Management, LLC
DECREASED
Shares2,025 from 2,199
Change-174 (-8%)
Value$467.7K (-$126.3K)
Filed 2026-11-05
RMG Wealth Management LLC
DECREASED
Shares2,020 from 2,068
Change-48 (-2%)
Value$508.4K (-$61.7K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares2,015 from 1,887
Change+128 (+7%)
Value$465.3K (-$44.8K)
Filed 2026-10-20
Thompson Siegel & Walmsley LLC
DECREASED
Shares2,011 from 2,076
Change-65 (-3%)
Value$464 (-$560.5K)
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares2,009 from 765
Change+1,244 (+163%)
Value$463.9K (+$257.1K)
Filed 2026-10-29
PFG Advisors
INCREASED
Shares2,005 from 1,554
Change+451 (+29%)
Value$463.0K (+$42.8K)
Filed 2026-10-16
LongView Wealth Management
INCREASED
Shares2,005 from 1,995
Change+10 (+1%)
Value$463.1K (-$76.1K)
Filed 2026-10-19
TruNorth Capital Management, LLC
INCREASED
Shares2,004 from 1,857
Change+147 (+8%)
Value$462.8K (-$39.2K)
Filed 2026-10-14
Horizon Wealth Management, LLC
INCREASED
Shares2,000 from 1,970
Change+30 (+2%)
Value$461.8K (-$70.7K)
Filed 2026-11-02
Atticus Wealth Management, LLC
DECREASED
Shares1,992 from 1,993
Change-1 (0%)
Value$460.0K (-$78.6K)
Filed 2026-10-20
First Growth Capital LLC
NEW
Shares1,985
Change+1,985
Value$458.4K
Filed 2026-10-15
Planned Solutions, Inc.
DECREASED
Shares1,985 from 1,996
Change-11 (-1%)
Value$458.4K (-$81.1K)
Filed 2026-10-19
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$457.3K (-$78.0K)
Filed 2026-10-13
Councilmark Asset Management, LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$457.3K (-$78.0K)
Filed 2026-10-20
Aldebaran Financial Inc.
DECREASED
Shares1,968 from 2,071
Change-103 (-5%)
Value$454.5K (-$105.5K)
Filed 2026-11-06
Sentinel Pension Advisors, LLC
INCREASED
Shares1,964 from 1,882
Change+82 (+4%)
Value$453.6K (-$50.3K)
Filed 2026-11-02
ProVise Management Group, LLC
DECREASED
Shares1,962 from 2,663
Change-701 (-26%)
Value$453.0K (-$266.7K)
Filed 2026-11-06
Aspiriant, LLC
DECREASED
Shares1,958 from 1,993
Change-35 (-2%)
Value$452.4K (-$86.6K)
Filed 2026-10-16
Genesee Capital Advisors, LLC
INCREASED
Shares1,958 from 1,950
Change+8 (+0%)
Value$452.1K (-$75.1K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,949 from 2,127
Change-178 (-8%)
Value$450.1K (-$124.8K)
Filed 2026-10-13
Richardson Financial Services Inc.
DECREASED
Shares1,941 from 3,340
Change-1,399 (-42%)
Value$448.3K (-$454.6K)
Filed 2026-10-30
Lodestar Private Asset Management LLC
DECREASED
Shares1,941 from 1,956
Change-15 (-1%)
Value$448.3K (-$80.5K)
Filed 2026-10-26
Cushing Capital Partners, LLC
DECREASED
Shares1,940 from 1,995
Change-55 (-3%)
Value$448.0K (-$91.1K)
Filed 2026-10-20
SS&H Financial Advisors, Inc.
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$448 (-$523.6K)
Filed 2026-10-28
Autumn Glory Partners, LLC
DECREASED
Shares1,932 from 2,005
Change-73 (-4%)
Value$446.2K (-$95.8K)
Filed 2026-10-26
Burton Enright Welch
INCREASED
Shares1,929 from 1,315
Change+614 (+47%)
Value$445.5K (+$90.0K)
Filed 2026-11-04
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares1,929 from 2,029
Change-100 (-5%)
Value$475.5K (-$59.2K)
Filed 2026-10-21
Zinnia Wealth Advisory, LLC
INCREASED
Shares1,923 from 1,845
Change+78 (+4%)
Value$444.0K (-$54.8K)
Filed 2026-11-06
Kozak & Associates, Inc.
DECREASED
Shares1,917 from 2,032
Change-115 (-6%)
Value$480.3K (-$67.3K)
Filed 2026-10-29
Great Diamond Partners, LLC
DECREASED
Shares1,915 from 1,924
Change-9 (0%)
Value$442.4K (-$77.9K)
Filed 2026-10-13
MKT Advisors LLC
DECREASED
Shares1,909 from 3,510
Change-1,601 (-46%)
Value$452.3K (-$538.3K)
Filed 2026-10-20
TritonPoint Partners, LLC
DECREASED
Shares1,905 from 9,976
Change-8,071 (-81%)
Value$440.0K (-$2.3M)
Filed 2026-11-05
Rise Advisors, LLC
INCREASED
Shares1,903 from 1,804
Change+99 (+5%)
Value$439.4K (-$48.3K)
Filed 2026-10-16
Elevation Wealth Partners, LLC
DECREASED
Shares1,901 from 1,936
Change-35 (-2%)
Value$438.9K (-$84.4K)
Filed 2026-10-07
Lazari Capital Management, Inc.
DECREASED
Shares1,898 from 1,946
Change-48 (-2%)
Value$438.3K (-$87.7K)
Filed 2026-10-20
Worth Financial Advisory Group, LLC
INCREASED
Shares1,897 from 1,748
Change+149 (+9%)
Value$438.1K (-$34.4K)
Filed 2026-10-19
Personal CFO Solutions, LLC
DECREASED
Shares1,894 from 2,719
Change-825 (-30%)
Value$437.5K (-$297.4K)
Filed 2026-11-06
Cypress Wealth Services, LLC
DECREASED
Shares1,877 from 1,936
Change-59 (-3%)
Value$436.4K (-$87.0K)
Filed 2026-10-21
Hartford Financial Management Inc.
DECREASED
Shares1,871 from 1,890
Change-19 (-1%)
Value$432.1K (-$78.8K)
Filed 2026-10-21
Hardy Reed LLC
INCREASED
Shares1,869 from 1,673
Change+196 (+12%)
Value$431.7K (-$20.6K)
Filed 2026-11-06
Aviso Wealth Management
INCREASED
Shares1,869 from 1,799
Change+70 (+4%)
Value$431.7K (-$54.7K)
Filed 2026-11-04
LifePlan Financial, LLC
DECREASED
Shares1,867 from 1,919
Change-52 (-3%)
Value$442.3K (-$76.4K)
Filed 2026-10-13
Falcon Wealth Planning
DECREASED
Shares1,863 from 2,073
Change-210 (-10%)
Value$430.2K (-$130.1K)
Filed 2026-11-06
180 Wealth Advisors, LLC
INCREASED
Shares1,862 from 1,807
Change+55 (+3%)
Value$429.9K (-$58.4K)
Filed 2026-11-03
Oakmont Investment Advisors, Inc.
INCREASED
Shares1,853 from 1,834
Change+19 (+1%)
Value$427.8K (-$67.9K)
Filed 2026-10-21
True Private Wealth Advisors
DECREASED
Shares1,846 from 1,851
Change-5 (0%)
Value$426.4K (-$73.9K)
Filed 2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED
Shares1,842 from 1,828
Change+14 (+1%)
Value$425.3K (-$68.9K)
Filed 2026-11-04
Carlson Financial, Inc.
INCREASED
Shares1,837 from 1,827
Change+10 (+1%)
Value$424.3K (-$69.5K)
Filed 2026-11-05
Canopy Partners, LLC
DECREASED
Shares1,835 from 2,727
Change-892 (-33%)
Value$423.8K (-$313.4K)
Filed 2026-10-28
True North Advisors, LLC
INCREASED
Shares1,834 from 1,622
Change+212 (+13%)
Value$423.5K (-$14.9K)
Filed 2026-10-22
Missouri Trust & Investment Co
DECREASED
Shares1,833 from 2,183
Change-350 (-16%)
Value$423.3K (-$167.5K)
Filed 2026-11-04
Seven Mile Advisory
DECREASED
Shares1,820 from 1,889
Change-69 (-4%)
Value$420.3K (-$90.3K)
Filed 2026-10-22
Lakeshore Capital Group, Inc.
INCREASED
Shares1,816 from 1,661
Change+155 (+9%)
Value$419.3K (-$29.7K)
Filed 2026-10-20
Innovative Wealth Building LLC
INCREASED
Shares1,813 from 1,809
Change+4 (+0%)
Value$418.8K (-$70.1K)
Filed 2026-10-14
City State Bank
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$418.5K (-$71.3K)
Filed 2026-10-20
Sunpointe, LLC
DECREASED
Shares1,809 from 2,055
Change-246 (-12%)
Value$417.8K (-$137.7K)
Filed 2026-10-22
Balentine LLC
DECREASED
Shares1,808 from 2,029
Change-221 (-11%)
Value$417.6K (-$130.9K)
Filed 2026-11-03
BlueChip Wealth Advisors LLC
INCREASED
Shares1,805 from 1,700
Change+105 (+6%)
Value$416.8K (-$42.7K)
Filed 2026-11-03
Wedgewood Investors Inc
UNCHANGED
Shares1,803 from 1,803
Change0 (0%)
Value$416.4K (-$71.0K)
Filed 2026-10-28
St. Louis Trust Co
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$415.7K (-$214.0K)
Filed 2026-11-03
Cherokee Insurance Co
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$415.7K (-$70.9K)
Filed 2026-11-05
Tucker Asset Management LLC
INCREASED
Shares1,799 from 1,613
Change+186 (+12%)
Value$415.4K (-$20.6K)
Filed 2026-10-29
Excalibur Management Corp
INCREASED
Shares1,794 from 1,708
Change+86 (+5%)
Value$414.3K (-$47.4K)
Filed 2026-11-02
Well Done, LLC
DECREASED
Shares1,786 from 3,267
Change-1,481 (-45%)
Value$412.5K (-$470.6K)
Filed 2026-10-20
Interchange Capital Partners, LLC
DECREASED
Shares1,785 from 1,967
Change-182 (-9%)
Value$412.2K (-$119.5K)
Filed 2026-10-28
Roman Butler Fullerton & Co
DECREASED
Shares1,775 from 2,860
Change-1,085 (-38%)
Value$430.7K (-$348.9K)
Filed 2026-10-27
Core Wealth Partners LLC
INCREASED
Shares1,775 from 1,763
Change+12 (+1%)
Value$409.9K (-$66.7K)
Filed 2026-11-02
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares1,773 from 2,769
Change-996 (-36%)
Value$409 (-$748.6K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,767 from 1,767
Change0 (0%)
Value$408.1K (-$69.6K)
Filed 2026-10-23
Riversedge Advisors, LLC
DECREASED
Shares1,765 from 2,328
Change-563 (-24%)
Value$407.7K (-$221.6K)
Filed 2026-10-09
Arbor Investment Advisors, LLC
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$406.7K (-$69.3K)
Filed 2026-10-26
Earned Wealth Advisors, LLC
DECREASED
Shares1,755 from 1,835
Change-80 (-4%)
Value$405.2K (-$90.8K)
Filed 2026-11-06
United Asset Strategies, Inc.
DECREASED
Shares1,753 from 12,139
Change-10,386 (-86%)
Value$404.8K (-$2.9M)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares1,751 from 2,501
Change-750 (-30%)
Value$404.4K (-$271.9K)
Filed 2026-11-02
Shikiar Asset Management Inc
UNCHANGED
Shares1,745 from 1,745
Change0 (0%)
Value$403 (-$471.6K)
Filed 2026-10-20
Inspirion Wealth Advisors, LLC
INCREASED
Shares1,744 from 1,742
Change+2 (+0%)
Value$402.8K (-$66.5K)
Filed 2026-10-09
Lipe & Dalton
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$403 (-$68)
Filed 2026-10-15
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares1,739 from 1,686
Change+53 (+3%)
Value$401.7K (-$54.1K)
Filed 2026-11-06
Taylor Financial Group, Inc.
DECREASED
Shares1,738 from 2,560
Change-822 (-32%)
Value$401.3K (-$290.6K)
Filed 2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED
Shares1,726 from 1,523
Change+203 (+13%)
Value$418.7K (+$9.1K)
Filed 2026-10-21
Able Financial Group, LLC
UNCHANGED
Shares1,719 from 1,719
Change0 (0%)
Value$397.0K (-$67.7K)
Filed 2026-10-14
Symmetry Partners, LLC
DECREASED
Shares1,718 from 1,771
Change-53 (-3%)
Value$396.7K (-$82.0K)
Filed 2026-10-27
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,717 from 1,658
Change+59 (+4%)
Value$396.6K (-$51.6K)
Filed 2026-10-27
Global Assets Advisory, LLC
DECREASED
Shares1,714 from 1,806
Change-92 (-5%)
Value$398.3K (-$91.6K)
Filed 2026-10-28
Natural Investments, LLC
INCREASED
Shares1,710 from 1,458
Change+252 (+17%)
Value$394.9K (+$942)
Filed 2026-11-06
Verde Capital Management
DECREASED
Shares1,705 from 1,749
Change-44 (-3%)
Value$393.9K (-$78.9K)
Filed 2026-10-28
Cullen Investment Group, Ltd.
DECREASED
Shares1,704 from 1,865
Change-161 (-9%)
Value$401.4K (-$102.7K)
Filed 2026-10-13
Wealth Alliance Advisory Group, LLC
DECREASED
Shares1,698 from 4,500
Change-2,802 (-62%)
Value$392.2K (-$824.2K)
Filed 2026-10-14
Financial Partners Group, Inc
DECREASED
Shares1,692 from 1,698
Change-6 (0%)
Value$390.8K (-$68.2K)
Filed 2026-10-19
Lantern Wealth Advisors, LLC
INCREASED
Shares1,691 from 1,585
Change+106 (+7%)
Value$390.5K (-$37.9K)
Filed 2026-10-22
Latitude Advisors, LLC
INCREASED
Shares1,688 from 1,582
Change+106 (+7%)
Value$389.9K (-$37.7K)
Filed 2026-10-27
Hoge Financial Services, LLC
DECREASED
Shares1,688 from 1,718
Change-30 (-2%)
Value$389.9K (-$74.4K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
DECREASED
Shares1,686 from 2,410
Change-724 (-30%)
Value$389.4K (-$262.1K)
Filed 2026-11-02
Tableaux LLC
INCREASED
Shares1,684 from 1,487
Change+197 (+13%)
Value$388.8K (-$13.1K)
Filed 2026-10-23
Connecticut Capital Management Group, LLC
INCREASED
Shares1,683 from 1,629
Change+54 (+3%)
Value$388.7K (-$51.7K)
Filed 2026-10-29
Alessandra Capital Management, LLC
NEW
Shares1,677
Change+1,677
Value$387.3K
Filed 2026-10-30
Certior Financial Group, LLC
INCREASED
Shares1,677 from 1,612
Change+65 (+4%)
Value$387.2K (-$48.6K)
Filed 2026-10-19
McMill Wealth Management
UNCHANGED
Shares1,676 from 1,676
Change0 (0%)
Value$387.1K (-$66.0K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares1,674 from 1,534
Change+140 (+9%)
Value$386.7K (-$28.0K)
Filed 2026-10-14
Clean Yield Group
INCREASED
Shares1,667 from 1,057
Change+610 (+58%)
Value$385.0K (+$99.3K)
Filed 2026-10-28
Veratis Advisors, Inc.
UNCHANGED
Shares1,658 from 1,658
Change0 (0%)
Value$382.9K (-$65.3K)
Filed 2026-11-03
Security National Bank
INCREASED
Shares1,657 from 1,612
Change+45 (+3%)
Value$382.7K (-$53.1K)
Filed 2026-10-26
Tower View Wealth Management LLC
DECREASED
Shares1,651 from 6,690
Change-5,039 (-75%)
Value$381.3K (-$1.4M)
Filed 2026-10-23
Morton Brown Family Wealth, LLC
DECREASED
Shares1,650 from 1,674
Change-24 (-1%)
Value$381.2K (-$71.4K)
Filed 2026-10-23
Mason & Associates, LLC
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$380.8K (-$64.9K)
Filed 2026-10-26
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares1,645 from 1,665
Change-20 (-1%)
Value$379.9K (-$70.2K)
Filed 2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,644 from 588
Change+1,056 (+180%)
Value$379.8K (+$220.7K)
Filed 2026-10-16
Chemistry Wealth Management LLC
INCREASED
Shares1,643 from 1,641
Change+2 (+0%)
Value$379.3K (-$64.3K)
Filed 2026-10-16
Sweeney & Michel, LLC
DECREASED
Shares1,641 from 1,706
Change-65 (-4%)
Value$379.0K (-$89.3K)
Filed 2026-10-16
Verity & Verity, LLC
DECREASED
Shares1,641 from 1,701
Change-60 (-4%)
Value$379.0K (-$80.8K)
Filed 2026-10-23
Investmark Advisory Group LLC
INCREASED
Shares1,636 from 1,035
Change+601 (+58%)
Value$378.0K (+$98.4K)
Filed 2026-10-27
Willner & Heller, LLC
DECREASED
Shares1,627 from 1,750
Change-123 (-7%)
Value$375.6K (-$97.5K)
Filed 2026-10-28
OFC Financial Planning, LLC
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$374.1K (-$63.8K)
Filed 2026-11-06
Avaii Wealth Management, LLC
UNCHANGED
Shares1,619 from 1,619
Change0 (0%)
Value$375.4K (-$62.2K)
Filed 2026-10-09
Altfest L J & Co Inc
DECREASED
Shares1,618 from 1,628
Change-10 (-1%)
Value$373.5K (-$66.6K)
Filed 2026-10-27
Powell Investment Advisors, LLC
INCREASED
Shares1,616 from 1,615
Change+1 (+0%)
Value$373.1K (-$63.6K)
Filed 2026-10-22
bLong Financial, LLC
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$373.2K (-$63.6K)
Filed 2026-10-29
Birch Financial Group, LLC
INCREASED
Shares1,611 from 1,604
Change+7 (+0%)
Value$372.0K (-$61.5K)
Filed 2026-10-27
Sendero Wealth Management, LLC
INCREASED
Shares1,604 from 1,597
Change+7 (+0%)
Value$370.5K (-$61.3K)
Filed 2026-10-14
Sepio Capital, LP
DECREASED
Shares1,600 from 2,412
Change-812 (-34%)
Value$369.7K (-$282.3K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
INCREASED
Shares1,599 from 1,598
Change+1 (+0%)
Value$369.3K (-$62.9K)
Filed 2026-10-26
Shade Tree Advisors LLC
NEW
Shares1,598
Change+1,598
Value$369.0K
Filed 2026-10-22
First Command Advisory Services, Inc.
DECREASED
Shares1,596 from 4,992
Change-3,396 (-68%)
Value$368.6K (-$980.8K)
Filed 2026-11-05
Centurion Wealth Management LLC
DECREASED
Shares1,595 from 1,863
Change-268 (-14%)
Value$368.4K (-$135.1K)
Filed 2026-10-13
Johnson Bixby & Associates, LLC
DECREASED
Shares1,589 from 1,599
Change-10 (-1%)
Value$367.0K (-$65.3K)
Filed 2026-10-14
WestHill Financial Advisors, Inc.
NEW
Shares1,587
Change+1,587
Value$366.5K
Filed 2026-10-14
Legacy Bridge, LLC
UNCHANGED
Shares1,581 from 1,581
Change0 (0%)
Value$365.1K (-$62.2K)
Filed 2026-10-28
Focused Alpha, LLC
INCREASED
Shares1,576 from 1,567
Change+9 (+1%)
Value$363.9K (-$59.8K)
Filed 2026-10-20
Montz Harcus Wealth Management LLC
DECREASED
Shares1,573 from 1,707
Change-134 (-8%)
Value$363.3K (-$98.0K)
Filed 2026-10-09
Smith Thornton Advisors LLC
UNCHANGED
Shares1,567 from 1,567
Change0 (0%)
Value$361.9K (-$65.3K)
Filed 2026-10-16
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares1,566 from 1,609
Change-43 (-3%)
Value$361.5K (-$88.3K)
Filed 2026-10-19
Mccarter Private Wealth Services LLC
DECREASED
Shares1,565 from 1,569
Change-4 (0%)
Value$361.4K (-$62.7K)
Filed 2026-10-22
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,563 from 1,507
Change+56 (+4%)
Value$360.9K (-$46.4K)
Filed 2026-10-16
Summit Asset Management, LLC
DECREASED
Shares1,563 from 1,591
Change-28 (-2%)
Value$361.0K (-$69.1K)
Filed 2026-11-05
Dakota Community Bank & Trust NA
INCREASED
Shares1,556 from 1,236
Change+320 (+26%)
Value$359.3K (+$25.2K)
Filed 2026-10-09
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,552 from 1,634
Change-82 (-5%)
Value$358.5K (-$83.3K)
Filed 2026-11-04
Philadelphia Trust Co
DECREASED
Shares1,546 from 1,566
Change-20 (-1%)
Value$357 (-$422.6K)
Filed 2026-11-05
4Wealth Advisors, Inc.
DECREASED
Shares1,542 from 3,527
Change-1,985 (-56%)
Value$361.0K (-$581.3K)
Filed 2026-10-13
Optima Capital LLC
DECREASED
Shares1,541 from 1,546
Change-5 (0%)
Value$355.9K (-$62.0K)
Filed 2026-10-29
TriaGen Wealth Management LLC
DECREASED
Shares1,534 from 1,625
Change-91 (-6%)
Value$354.3K (-$85.0K)
Filed 2026-10-14
Genus Capital Management Inc.
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$353.3K (-$60.2K)
Filed 2026-11-04
Bernicke Wealth Management, Ltd.
INCREASED
Shares1,529 from 1,526
Change+3 (+0%)
Value$353.1K (-$59.4K)
Filed 2026-11-06
Boltwood Capital Management
DECREASED
Shares1,525 from 2,001
Change-476 (-24%)
Value$352.2K (-$188.7K)
Filed 2026-10-02
Raleigh Capital Management Inc.
DECREASED
Shares1,523 from 1,692
Change-169 (-10%)
Value$351.7K (-$105.8K)
Filed 2026-10-28
Trek Financial, LLC
DECREASED
Shares1,518 from 7,860
Change-6,342 (-81%)
Value$350.5K (-$1.8M)
Filed 2026-10-29
Total Clarity Wealth Management, Inc.
DECREASED
Shares1,518 from 3,527
Change-2,009 (-57%)
Value$350.7K (-$602.8K)
Filed 2026-10-26
Investment Partners Asset Management, Inc.
UNCHANGED
Shares1,518 from 1,518
Change0 (0%)
Value$350.6K (-$59.8K)
Filed 2026-10-09
Consilium Wealth Advisory, LLC
INCREASED
Shares1,517 from 1,364
Change+153 (+11%)
Value$350.3K (-$18.4K)
Filed 2026-10-14
Meridian Investment Counsel Inc.
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$347.8K (-$59.3K)
Filed 2026-10-14
Summit Financial Strategies, Inc.
DECREASED
Shares1,502 from 1,594
Change-92 (-6%)
Value$346.9K (-$83.9K)
Filed 2026-10-14
LSV Asset Management
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$346 (-$404.7K)
Filed 2026-11-06
BFI Infinity Ltd.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$346.4K (-$59.1K)
Filed 2026-10-16
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares1,499 from 1,497
Change+2 (+0%)
Value$346.2K (-$58.3K)
Filed 2026-10-29
Directional Asset Management
DECREASED
Shares1,498 from 1,620
Change-122 (-8%)
Value$346.0K (-$92.0K)
Filed 2026-10-22
Sather Financial Group Inc
INCREASED
Shares1,498 from 1,455
Change+43 (+3%)
Value$345.9K (-$47.3K)
Filed 2026-10-30
Stackstone Wealth, LLC
NEW
Shares1,487
Change+1,487
Value$343.4K
Filed 2026-10-19
Childress Capital Advisors, LLC
DECREASED
Shares1,477 from 1,715
Change-238 (-14%)
Value$341.2K (-$122.5K)
Filed 2026-10-28
Fell Capital Management
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$340.6K (-$58.1K)
Filed 2026-10-09
RVW Wealth, LLC
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$340.4K (-$58.0K)
Filed 2026-10-06
Baron Wealth Management LLC
DECREASED
Shares1,472 from 1,976
Change-504 (-26%)
Value$339.9K (-$194.2K)
Filed 2026-10-27
Praetorian Wealth Management, Inc.
INCREASED
Shares1,471 from 1,071
Change+400 (+37%)
Value$339.7K (+$50.2K)
Filed 2026-10-16
Value Investment Professionals, LLC
INCREASED
Shares1,471 from 1,461
Change+10 (+1%)
Value$339.8K (-$55.2K)
Filed 2026-10-13
Endeavor Private Wealth, Inc.
NEW
Shares1,467
Change+1,467
Value$338.7K
Filed 2026-11-05
Oath Planning, LLC
DECREASED
Shares1,465 from 1,481
Change-16 (-1%)
Value$338.3K (-$62.0K)
Filed 2026-10-20
Fonville Wealth Management LLC
INCREASED
Shares1,463 from 891
Change+572 (+64%)
Value$338.0K (+$96.9K)
Filed 2026-10-28
TrustBank
DECREASED
Shares1,462 from 1,573
Change-111 (-7%)
Value$337.6K (-$87.6K)
Filed 2026-10-20
Cypress Financial Planning LLC
INCREASED
Shares1,462 from 1,422
Change+40 (+3%)
Value$337.7K (-$46.7K)
Filed 2026-10-09
GEM Asset Management, LLC
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$337.2K (-$57.4K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
INCREASED
Shares1,456 from 1,451
Change+5 (+0%)
Value$336.3K (-$56.0K)
Filed 2026-11-05
Seven Hills Financial, LLC
NEW
Shares1,455
Change+1,455
Value$336.0K
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares1,455 from 1,320
Change+135 (+10%)
Value$336.1K (-$20.7K)
Filed 2026-10-29
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares1,453 from 1,453
Change0 (0%)
Value$335.6K (-$57.2K)
Filed 2026-10-15
Noble Family Wealth, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$334.9K (-$57.1K)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
NEW
Shares1,444
Change+1,444
Value$333.5K
Filed 2026-11-04
Cooper Financial Group
DECREASED
Shares1,443 from 2,167
Change-724 (-33%)
Value$333.2K (-$252.7K)
Filed 2026-10-07
Private Advisory Group LLC
INCREASED
Shares1,443 from 1,301
Change+142 (+11%)
Value$333.3K (-$18.4K)
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,441 from 1,410
Change+31 (+2%)
Value$332.8K (-$48.2K)
Filed 2026-11-02
Pettinga Financial Advisors LLC
INCREASED
Shares1,440 from 1,429
Change+11 (+1%)
Value$332.6K (-$53.8K)
Filed 2026-10-13
Wealth Preservation Advisors, LLC
INCREASED
Shares1,437 from 1,301
Change+136 (+10%)
Value$331.9K (-$19.8K)
Filed 2026-11-05
Cane Capital Partners, LLC
DECREASED
Shares1,434 from 3,349
Change-1,915 (-57%)
Value$331.2K (-$574.1K)
Filed 2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$386.5K ($0)
Filed 2026-10-22
Ridgecrest Wealth Partners, LLC
DECREASED
Shares1,429 from 1,723
Change-294 (-17%)
Value$330.0K (-$135.7K)
Filed 2026-10-19
Avity Investment Management Inc.
DECREASED
Shares1,425 from 1,450
Change-25 (-2%)
Value$329.1K (-$62.9K)
Filed 2026-10-09
Luts & Greenleigh Group, Inc.
DECREASED
Shares1,421 from 1,436
Change-15 (-1%)
Value$328.2K (-$59.8K)
Filed 2026-11-05
Princeton Capital Management LLC
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$327.5K (-$55.8K)
Filed 2026-10-27
Tilia Fiduciary Partners, Inc.
DECREASED
Shares1,417 from 1,423
Change-6 (0%)
Value$327.2K (-$57.5K)
Filed 2026-10-09
Edgemoor Investment Advisors, Inc.
INCREASED
Shares1,417 from 1,413
Change+4 (+0%)
Value$327.2K (-$54.9K)
Filed 2026-11-03
W.H. Cornerstone Investments Inc.
INCREASED
Shares1,416 from 1,375
Change+41 (+3%)
Value$326.9K (-$44.7K)
Filed 2026-11-03
TFB Advisors LLC
DECREASED
Shares1,415 from 1,511
Change-96 (-6%)
Value$326.8K (-$81.7K)
Filed 2026-11-02
Alpha Family Trust
UNCHANGED
Shares1,415 from 1,415
Change0 (0%)
Value$382.5K ($0)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,415 from 1,415
Change0 (0%)
Value$326.8K (-$55.7K)
Filed 2026-10-28
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares1,414 from 1,424
Change-10 (-1%)
Value$326.6K (-$58.4K)
Filed 2026-10-07
Partners in Financial Planning
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$326.1K (-$55.6K)
Filed 2026-11-06
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares1,403 from 1,403
Change0 (0%)
Value$324.0K (-$55.2K)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
DECREASED
Shares1,401 from 1,419
Change-18 (-1%)
Value$323.7K (-$60.0K)
Filed 2026-11-02
Equity Wealth Partners, LLC
DECREASED
Shares1,399 from 1,485
Change-86 (-6%)
Value$323.1K (-$78.3K)
Filed 2026-10-26
Detalus Advisors, LLC
DECREASED
Shares1,399 from 1,483
Change-84 (-6%)
Value$323.1K (-$77.6K)
Filed 2026-10-15
Titleist Asset Management, LLC
INCREASED
Shares1,397 from 1,325
Change+72 (+5%)
Value$322.5K (-$35.7K)
Filed 2026-10-08
Turning Point Benefit Group, Inc.
DECREASED
Shares1,396 from 1,445
Change-49 (-3%)
Value$323.6K (-$66.9K)
Filed 2026-10-28
Key Client Fiduciary Advisors, LLC
INCREASED
Shares1,390 from 1,346
Change+44 (+3%)
Value$321.0K (-$42.9K)
Filed 2026-10-19
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares1,389 from 1,385
Change+4 (+0%)
Value$321 (-$373.7K)
Filed 2026-11-04
LeConte Wealth Management, LLC
INCREASED
Shares1,386 from 1,379
Change+7 (+1%)
Value$320.2K (-$52.7K)
Filed 2026-10-20
Meridian Financial Advisors, LLC
INCREASED
Shares1,385 from 1,315
Change+70 (+5%)
Value$320.0K (-$35.6K)
Filed 2026-10-14
Mcdaniel Terry & Co
UNCHANGED
Shares1,384 from 1,384
Change0 (0%)
Value$319.6K (-$54.5K)
Filed 2026-11-05
MQS Management LLC
DECREASED
Shares1,383 from 1,985
Change-602 (-30%)
Value$319.4K (-$217.2K)
Filed 2026-11-06
One Day In July LLC
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$319.4K (-$54.4K)
Filed 2026-10-30
McLean Asset Management Corp
DECREASED
Shares1,381 from 1,524
Change-143 (-9%)
Value$383.9K (-$28.6K)
Filed 2026-11-06
Cambridge Financial Group, LLC
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$373.4K ($0)
Filed 2026-10-06
MN Wealth Advisors, LLC
DECREASED
Shares1,377 from 1,568
Change-191 (-12%)
Value$318.2K (-$105.8K)
Filed 2026-10-23
Chilton Capital Management LLC
INCREASED
Shares1,377 from 1,337
Change+40 (+3%)
Value$318.0K (-$43.4K)
Filed 2026-10-28
Gratus Wealth Advisors, LLC
DECREASED
Shares1,377 from 1,396
Change-19 (-1%)
Value$318.0K (-$59.3K)
Filed 2026-10-26
Capital Investment Counsel, LLC
INCREASED
Shares1,376 from 1,365
Change+11 (+1%)
Value$317.8K (-$51.2K)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$318.0K (-$53.7K)
Filed 2026-11-02
Strategic Wealth Investment Group, LLC
DECREASED
Shares1,374 from 1,695
Change-321 (-19%)
Value$317.2K (-$140.9K)
Filed 2026-10-29
Blossom Wealth Management
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$316.5K (-$53.9K)
Filed 2026-11-03
Financial Planning Hawaii, Inc.
UNCHANGED
Shares1,369 from 1,369
Change0 (0%)
Value$316.2K (-$53.9K)
Filed 2026-10-13
Investment Planning Advisors, Inc.
INCREASED
Shares1,368 from 1,217
Change+151 (+12%)
Value$316.0K (-$13.1K)
Filed 2026-10-14
Focused Wealth Management, Inc
INCREASED
Shares1,367 from 1,320
Change+47 (+4%)
Value$315.8K (-$40.9K)
Filed 2026-10-30
Northside Capital Management, LLC
INCREASED
Shares1,365 from 1,291
Change+74 (+6%)
Value$315.3K (-$33.8K)
Filed 2026-10-13
Pacific Sage Partners, LLC
DECREASED
Shares1,364 from 1,396
Change-32 (-2%)
Value$315.1K (-$62.3K)
Filed 2026-10-21
Traveka Wealth, LLC
DECREASED
Shares1,363 from 1,887
Change-524 (-28%)
Value$314.7K (-$195.3K)
Filed 2026-10-19
Eagle Wealth Advisors LLC
DECREASED
Shares1,363 from 1,529
Change-166 (-11%)
Value$314.8K (-$98.5K)
Filed 2026-10-20
Virtue Capital Management, LLC
DECREASED
Shares1,362 from 1,373
Change-11 (-1%)
Value$314.6K (-$56.6K)
Filed 2026-10-29
CapWealth Advisors, LLC
DECREASED
Shares1,360 from 1,405
Change-45 (-3%)
Value$314.1K (-$65.7K)
Filed 2026-10-05
Hamilton Point Investment Advisors, LLC
DECREASED
Shares1,359 from 1,720
Change-361 (-21%)
Value$313.8K (-$151.2K)
Filed 2026-11-03
JAG Capital Management, LLC
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$313.6K (-$53.4K)
Filed 2026-11-06
D'Orazio & Associates, Inc.
DECREASED
Shares1,357 from 2,128
Change-771 (-36%)
Value$313.3K (-$261.8K)
Filed 2026-11-04
Cooper Capital Advisors LLC
UNCHANGED
Shares1,356 from 1,356
Change0 (0%)
Value$313.2K (-$53.4K)
Filed 2026-10-29
Sage Mountain Advisors LLC
INCREASED
Shares1,353 from 1,350
Change+3 (+0%)
Value$312.5K (-$52.5K)
Filed 2026-11-02
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$311.8K (-$53.2K)
Filed 2026-11-06
Huntleigh Advisors, Inc.
DECREASED
Shares1,348 from 11,119
Change-9,771 (-88%)
Value$311.1K (-$2.7M)
Filed 2026-11-03
XXI Wealth, LLC
INCREASED
Shares1,348 from 1,334
Change+14 (+1%)
Value$311.3K (-$49.3K)
Filed 2026-10-22
Abner Herrman & Brock LLC
DECREASED
Shares1,340 from 54,463
Change-53,123 (-98%)
Value$309 (-$14.4K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$309.5K (-$52.8K)
Filed 2026-10-14
Vista Investment Partners II, LLC
DECREASED
Shares1,339 from 1,440
Change-101 (-7%)
Value$309.2K (-$80.2K)
Filed 2026-10-15
First National Bank Sioux Falls
UNCHANGED
Shares1,339 from 1,339
Change0 (0%)
Value$309.2K (-$101.8K)
Filed 2026-10-13
Uhlmann Price Securities, LLC
DECREASED
Shares1,338 from 1,341
Change-3 (0%)
Value$309.0K (-$53.5K)
Filed 2026-11-03
Cromwell Holdings LLC
DECREASED
Shares1,337 from 1,621
Change-284 (-18%)
Value$308.8K (-$129.4K)
Filed 2026-10-28
DT Investment Partners, LLC
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$307.8K (-$52.5K)
Filed 2026-10-27
Financial Perspectives, Inc
INCREASED
Shares1,330 from 1,177
Change+153 (+13%)
Value$307.2K (-$11.0K)
Filed 2026-11-03
Ares Financial Consulting, LLC
DECREASED
Shares1,327 from 1,347
Change-20 (-1%)
Value$306.4K (-$57.6K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
DECREASED
Shares1,325 from 1,452
Change-127 (-9%)
Value$306 (-$86)
Filed 2026-10-27
Enclave Advisors LLC
DECREASED
Shares1,325 from 1,379
Change-54 (-4%)
Value$306.0K (-$66.8K)
Filed 2026-10-14
TFC Financial Management, Inc.
INCREASED
Shares1,325 from 1,286
Change+39 (+3%)
Value$305.9K (-$41.6K)
Filed 2026-10-26
Stirlingshire Investments, Inc.
INCREASED
Shares1,321 from 1,183
Change+138 (+12%)
Value$305.1K (-$14.7K)
Filed 2026-11-05
Five Oceans Advisors
DECREASED
Shares1,319 from 1,390
Change-71 (-5%)
Value$304.6K (-$71.1K)
Filed 2026-10-22
Voisard Asset Management Group, Inc.
INCREASED
Shares1,317 from 1,311
Change+6 (+0%)
Value$304.1K (-$50.2K)
Filed 2026-10-13
Legacy Financial Group, Inc.
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$303.9K (-$51.8K)
Filed 2026-10-21
Fortitude Family Office, LLC
DECREASED
Shares1,315 from 1,358
Change-43 (-3%)
Value$303.7K (-$63.4K)
Filed 2026-10-14
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares1,315 from 1,315
Change0 (0%)
Value$303.7K (-$51.8K)
Filed 2026-11-04
Cadent Capital Advisors, LLC
DECREASED
Shares1,314 from 1,355
Change-41 (-3%)
Value$303.4K (-$62.8K)
Filed 2026-10-09
Insight 2811, Inc.
INCREASED
Shares1,311 from 1,241
Change+70 (+6%)
Value$302.8K (-$32.7K)
Filed 2026-11-06
Mirador Capital Partners LP
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$302.7K (-$51.6K)
Filed 2026-10-09
Eagle Bay Advisors LLC
INCREASED
Shares1,304 from 1,261
Change+43 (+3%)
Value$301.1K (-$39.7K)
Filed 2026-10-16
DMC Group, LLC
DECREASED
Shares1,303 from 1,815
Change-512 (-28%)
Value$300.9K (-$189.7K)
Filed 2026-10-26
Byrne Asset Management LLC
INCREASED
Shares1,303 from 1,121
Change+182 (+16%)
Value$302.1K (-$944)
Filed 2026-10-06
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$300.2K (-$51.2K)
Filed 2026-10-09
Eagle Bluffs Wealth Management LLC
DECREASED
Shares1,296 from 1,311
Change-15 (-1%)
Value$299.3K (-$55.1K)
Filed 2026-10-20
Spinnaker Investment Group, LLC
DECREASED
Shares1,292 from 1,339
Change-47 (-4%)
Value$298.4K (-$63.6K)
Filed 2026-10-13
Midwest Financial Group LLC
INCREASED
Shares1,292 from 1,291
Change+1 (+0%)
Value$298.3K (-$50.8K)
Filed 2026-10-15
Crew Capital Management, Ltd
UNCHANGED
Shares1,292 from 1,292
Change0 (0%)
Value$298.4K (-$50.9K)
Filed 2026-10-28
Ipsen Advisor Group LLC
INCREASED
Shares1,287 from 1,281
Change+6 (+0%)
Value$297.3K (-$49.1K)
Filed 2026-10-29
Banque de Luxembourg S.A.
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$296.5K (-$50.6K)
Filed 2026-10-14
Strata Wealth Advisors, LLC
DECREASED
Shares1,283 from 1,441
Change-158 (-11%)
Value$296.3K (-$93.2K)
Filed 2026-10-16
Asempa Wealth Advisors
INCREASED
Shares1,283 from 1,282
Change+1 (+0%)
Value$297.5K (-$49.2K)
Filed 2026-10-07
Lifestyle Asset Management, Inc.
INCREASED
Shares1,281 from 1,017
Change+264 (+26%)
Value$295.9K (+$21.0K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
DECREASED
Shares1,281 from 1,284
Change-3 (0%)
Value$295.9K (-$51.3K)
Filed 2026-10-14
Seed Wealth Management, Inc.
DECREASED
Shares1,280 from 1,408
Change-128 (-9%)
Value$295.6K (-$85.0K)
Filed 2026-10-20
Reflection Asset Management
UNCHANGED
Shares1,276 from 1,276
Change0 (0%)
Value$294.7K (-$50.2K)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED
Shares1,275 from 840
Change+435 (+52%)
Value$294.5K (+$67.4K)
Filed 2026-10-05
MBL Wealth, LLC
DECREASED
Shares1,273 from 2,740
Change-1,467 (-54%)
Value$294.0K (-$446.7K)
Filed 2026-10-22
Hughes Financial Services, LLC
DECREASED
Shares1,273 from 1,314
Change-41 (-3%)
Value$327.6K (-$27.5K)
Filed 2026-10-30
LS Investment Advisors, LLC
INCREASED
Shares1,266 from 1,211
Change+55 (+5%)
Value$292.4K (-$35.0K)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
DECREASED
Shares1,260 from 1,321
Change-61 (-5%)
Value$291.0K (-$66.0K)
Filed 2026-10-15
R2 Capital Strategies, LLC
INCREASED
Shares1,254 from 1,250
Change+4 (+0%)
Value$289.6K (-$48.2K)
Filed 2026-10-15
Sage Private Wealth Group, LLC
INCREASED
Shares1,248 from 1,203
Change+45 (+4%)
Value$288.1K (-$37.0K)
Filed 2026-10-21
Headland Capital, LLC
DECREASED
Shares1,247 from 1,306
Change-59 (-5%)
Value$288.1K (-$64.9K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
DECREASED
Shares1,243 from 1,275
Change-32 (-3%)
Value$287.0K (-$57.6K)
Filed 2026-11-04
Marks Group Wealth Management, Inc
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$287.1K (-$48.9K)
Filed 2026-11-05
Wealth Effects LLC
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$287.1K (-$48.9K)
Filed 2026-10-23
Lawood & Co
DECREASED
Shares1,242 from 1,305
Change-63 (-5%)
Value$286.8K (-$65.9K)
Filed 2026-10-09
Eagle Harbor Asset Management Inc
UNCHANGED
Shares1,241 from 1,241
Change0 (0%)
Value$286.6K (-$48.9K)
Filed 2026-10-21
Trust Investment Advisors
INCREASED
Shares1,240 from 1,060
Change+180 (+17%)
Value$286.4K (-$163)
Filed 2026-10-20
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$286.1K (-$48.8K)
Filed 2026-10-30
Global Trust Asset Management, LLC
DECREASED
Shares1,238 from 1,241
Change-3 (0%)
Value$285.9K (-$49.6K)
Filed 2026-10-19
New England Capital Financial Advisors LLC
INCREASED
Shares1,236 from 1,232
Change+4 (+0%)
Value$285.4K (-$47.6K)
Filed 2026-11-03
Clearwave Capital, LLC
INCREASED
Shares1,233 from 928
Change+305 (+33%)
Value$284.7K (+$33.8K)
Filed 2026-10-27
IFG Advisors, LLC
DECREASED
Shares1,231 from 1,327
Change-96 (-7%)
Value$284.2K (-$74.6K)
Filed 2026-10-15
Manchester Financial Inc
DECREASED
Shares1,230 from 1,383
Change-153 (-11%)
Value$284.0K (-$89.9K)
Filed 2026-10-15
Aafmaa Wealth Management & Trust LLC
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$284.1K (-$48.4K)
Filed 2026-10-14
Monument Capital Management
DECREASED
Shares1,227 from 1,428
Change-201 (-14%)
Value$283.3K (-$102.6K)
Filed 2026-10-09
Jm2 Capital Inc.
DECREASED
Shares1,227 from 1,241
Change-14 (-1%)
Value$283.3K (-$52.2K)
Filed 2026-10-14
Carson Advisory Inc.
DECREASED
Shares1,227 from 1,232
Change-5 (0%)
Value$283.4K (-$49.6K)
Filed 2026-11-06
TrueWealth Advisors, LLC
INCREASED
Shares1,226 from 1,217
Change+9 (+1%)
Value$283.1K (-$45.8K)
Filed 2026-10-09
Bayban
UNCHANGED
Shares1,224 from 1,224
Change0 (0%)
Value$330.9K ($0)
Filed 2026-11-05
Optivise Advisory Services LLC
INCREASED
Shares1,221 from 1,087
Change+134 (+12%)
Value$281.9K (-$12.0K)
Filed 2026-10-19
Eagle Wealth Strategies LLC
INCREASED
Shares1,220 from 1,214
Change+6 (+0%)
Value$281.8K (-$46.4K)
Filed 2026-10-20
Maseco LLP
INCREASED
Shares1,219 from 1,208
Change+11 (+1%)
Value$281.6K (-$44.9K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares1,218 from 1,144
Change+74 (+6%)
Value$281.2K (-$28.0K)
Filed 2026-10-29
Warner Financial, Inc
DECREASED
Shares1,218 from 1,220
Change-2 (0%)
Value$281.3K (-$48.5K)
Filed 2026-11-06
Red Mountain Financial, LLC
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$281.3K (-$48.0K)
Filed 2026-11-03
Tanager Wealth Management LLP
DECREASED
Shares1,214 from 1,232
Change-18 (-1%)
Value$280.4K (-$52.7K)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$280.3K (-$47.8K)
Filed 2026-10-29
Winch Advisory Services, LLC
INCREASED
Shares1,213 from 1,211
Change+2 (+0%)
Value$280.1K (-$47.1K)
Filed 2026-11-06
Security Financial Services, Inc.
DECREASED
Shares1,211 from 1,620
Change-409 (-25%)
Value$279.7K (-$158.2K)
Filed 2026-10-29
CJM Wealth Advisers, Ltd.
INCREASED
Shares1,208 from 1,207
Change+1 (+0%)
Value$279.0K (-$47.2K)
Filed 2026-10-27
QTR Family Wealth, LLC
INCREASED
Shares1,207 from 982
Change+225 (+23%)
Value$278.6K (+$13.3K)
Filed 2026-11-02
Nichols & Pratt Advisers LLP
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$278.2K (-$46.2K)
Filed 2026-10-13
LifeGuide Financial Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$277.1K (-$47.2K)
Filed 2026-10-20
MW Advisory, LLC
INCREASED
Shares1,198 from 1,068
Change+130 (+12%)
Value$276.6K (-$12.1K)
Filed 2026-10-19
SeaBridge Investment Advisors LLC
INCREASED
Shares1,195 from 756
Change+439 (+58%)
Value$276.0K (+$71.6K)
Filed 2026-11-02
Root Financial Partners, LLC
DECREASED
Shares1,194 from 1,333
Change-139 (-10%)
Value$275.8K (-$84.4K)
Filed 2026-10-21
TPG Advisors LLC
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$274.2K (-$46.7K)
Filed 2026-10-16
Uniting Wealth Partners, LLC
INCREASED
Shares1,186 from 918
Change+268 (+29%)
Value$273.8K (+$25.7K)
Filed 2026-11-06
Sun Group Wealth Partners
DECREASED
Shares1,185 from 1,490
Change-305 (-20%)
Value$273.7K (-$129.1K)
Filed 2026-10-26
John W. Brooker & Co., CPAs
DECREASED
Shares1,181 from 1,190
Change-9 (-1%)
Value$272.7K (-$48.9K)
Filed 2026-10-21
Curated Wealth Partners LLC
NEW
Shares1,173
Change+1,173
Value$270.9K
Filed 2026-10-15
Level Wealth Management LLC
INCREASED
Shares1,171 from 1,069
Change+102 (+10%)
Value$270.4K (-$18.5K)
Filed 2026-10-23
Clarus Group, Inc.
INCREASED
Shares1,164 from 1,158
Change+6 (+1%)
Value$268.9K (-$44.1K)
Filed 2026-10-21
Meredith Wealth Planning
INCREASED
Shares1,162 from 1,160
Change+2 (+0%)
Value$268.2K (-$45.3K)
Filed 2026-10-14
Mills Wealth Advisors LLC
DECREASED
Shares1,162 from 1,163
Change-1 (0%)
Value$268.4K (-$46.0K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED
Shares1,159 from 1,361
Change-202 (-15%)
Value$267.6K (-$100.3K)
Filed 2026-10-16
Phoenix Wealth Advisors
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$267.2K (-$45.6K)
Filed 2026-11-03
Commonwealth Financial Services, LLC
DECREASED
Shares1,156 from 1,613
Change-457 (-28%)
Value$267.0K (-$169.0K)
Filed 2026-10-20
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,152 from 1,206
Change-54 (-4%)
Value$266.0K (-$59.9K)
Filed 2026-10-26
Crescent Grove Advisors, LLC
INCREASED
Shares1,151 from 788
Change+363 (+46%)
Value$265.9K (+$52.9K)
Filed 2026-10-21
FAI Advisors, Inc.
DECREASED
Shares1,149 from 1,540
Change-391 (-25%)
Value$265.4K (-$150.9K)
Filed 2026-10-27
Saxony Capital Management, LLC
INCREASED
Shares1,149 from 1,049
Change+100 (+10%)
Value$265.3K (-$18.2K)
Filed 2026-10-15
Strategic Wealth Advisors LLC
DECREASED
Shares1,147 from 1,416
Change-269 (-19%)
Value$264.9K (+$264.5K)
Filed 2026-11-06
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$264.4K (-$45.1K)
Filed 2026-11-03
Gilman Hill Asset Management, LLC
DECREASED
Shares1,143 from 1,408
Change-265 (-19%)
Value$264.0K (-$116.6K)
Filed 2026-10-13
Vigilare Wealth Management
DECREASED
Shares1,142 from 1,292
Change-150 (-12%)
Value$263.8K (-$85.3K)
Filed 2026-10-29
San Luis Wealth Advisors LLC
INCREASED
Shares1,142 from 1,141
Change+1 (+0%)
Value$263.6K (-$44.9K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares1,140 from 1,022
Change+118 (+12%)
Value$263.2K (-$13.0K)
Filed 2026-10-28
Occidental Asset Management, LLC
DECREASED
Shares1,139 from 1,195
Change-56 (-5%)
Value$263.0K (-$60.1K)
Filed 2026-11-05
MTM Investment Management, LLC
INCREASED
Shares1,139 from 1,136
Change+3 (+0%)
Value$263.1K (-$44.1K)
Filed 2026-10-30
Narwhal Capital Management
DECREASED
Shares1,134 from 2,347
Change-1,213 (-52%)
Value$261.9K (-$372.5K)
Filed 2026-11-04
Richmond Investment Services, LLC
INCREASED
Shares1,133 from 1,017
Change+116 (+11%)
Value$261.6K (-$13.2K)
Filed 2026-10-29
New Covenant Trust Company, N.A.
INCREASED
Shares1,132 from 1,040
Change+92 (+9%)
Value$261.4K (-$19.7K)
Filed 2026-10-08
Flynn Zito Capital Management, LLC
INCREASED
Shares1,131 from 1,108
Change+23 (+2%)
Value$261.1K (-$38.4K)
Filed 2026-11-04
Y.D. More Investments Ltd
INCREASED
Shares1,131 from 1,123
Change+8 (+1%)
Value$261.2K (-$42.4K)
Filed 2026-11-02
Vision Capital Management, Inc.
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$261.0K (-$44.5K)
Filed 2026-10-20
55 North Private Wealth, LLC
DECREASED
Shares1,128 from 1,727
Change-599 (-35%)
Value$260.4K (-$206.3K)
Filed 2026-10-20
Old Port Advisors
INCREASED
Shares1,128 from 1,109
Change+19 (+2%)
Value$260.5K (-$39.3K)
Filed 2026-10-23
CMG Global Holdings, LLC
UNCHANGED
Shares1,127 from 1,127
Change0 (0%)
Value$260.3K (-$44.4K)
Filed 2026-10-14
Capstone Wealth Management Group, LLC
DECREASED
Shares1,125 from 1,187
Change-62 (-5%)
Value$341.9K (+$20.9K)
Filed 2026-11-05
Total Investment Management Inc
DECREASED
Shares1,124 from 1,136
Change-12 (-1%)
Value$259.6K (-$47.9K)
Filed 2026-10-22
Allied Investment Advisors, LLC
INCREASED
Shares1,122 from 1,116
Change+6 (+1%)
Value$259.1K (-$42.6K)
Filed 2026-10-13
Howard Wealth Management, LLC
INCREASED
Shares1,122 from 1,120
Change+2 (+0%)
Value$259.3K (-$43.7K)
Filed 2026-10-28
Selective Wealth Management, Inc.
INCREASED
Shares1,120 from 988
Change+132 (+13%)
Value$271.6K (+$7.1K)
Filed 2026-10-16
Bond & Devick Financial Network, Inc.
INCREASED
Shares1,116 from 1,034
Change+82 (+8%)
Value$257.7K (-$21.8K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
INCREASED
Shares1,114 from 880
Change+234 (+27%)
Value$257.2K (+$19.4K)
Filed 2026-11-03
Accel Wealth Management
DECREASED
Shares1,114 from 1,122
Change-8 (-1%)
Value$257.3K (-$45.9K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
NEW
Shares1,112
Change+1,112
Value$256.8K
Filed 2026-11-03
Capital Investment Services of America, Inc.
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$256.9K (-$43.8K)
Filed 2026-11-02
Veracity Capital LLC
INCREASED
Shares1,110 from 1,092
Change+18 (+2%)
Value$256.4K (-$38.8K)
Filed 2026-10-08
Hickory Point Bank & Trust
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$256.3K (-$43.7K)
Filed 2026-10-01
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares1,109 from 1,068
Change+41 (+4%)
Value$256.1K (-$32.6K)
Filed 2026-10-09
Arkansas Financial Group, Inc.
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$256.1K (-$43.7K)
Filed 2026-10-26
LifeSteps Financial, Inc.
DECREASED
Shares1,108 from 1,144
Change-36 (-3%)
Value$255.9K (-$53.3K)
Filed 2026-10-15
Overbrook Management Corp
DECREASED
Shares1,100 from 1,109
Change-9 (-1%)
Value$254.0K (-$45.7K)
Filed 2026-10-08
Philip James Wealth Mangement, LLC
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$253.9K (-$43.3K)
Filed 2026-10-27
Eclectic Associates Inc
INCREASED
Shares1,097 from 1,090
Change+7 (+1%)
Value$253.4K (-$41.2K)
Filed 2026-10-09
Washington Trust Advisors, Inc.
DECREASED
Shares1,093 from 1,291
Change-198 (-15%)
Value$252.4K (-$96.6K)
Filed 2026-10-22
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$252.2K (-$43.0K)
Filed 2026-11-02
EdgeRock Capital LLC
DECREASED
Shares1,091 from 1,107
Change-16 (-1%)
Value$251.9K (-$47.3K)
Filed 2026-11-03
Tiller Private Wealth, Inc.
UNCHANGED
Shares1,090 from 1,090
Change0 (0%)
Value$251.6K (-$42.9K)
Filed 2026-10-26
Bigelow Investment Advisors, LLC
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$249.9K (-$42.6K)
Filed 2026-10-13
Altus Wealth Group LLC
DECREASED
Shares1,079 from 1,166
Change-87 (-7%)
Value$249.3K (-$65.9K)
Filed 2026-10-20
BXM Wealth LLC
UNCHANGED
Shares1,078 from 1,078
Change0 (0%)
Value$248.9K (-$42.4K)
Filed 2026-11-03
Highland Capital Management, LLC
INCREASED
Shares1,076 from 957
Change+119 (+12%)
Value$248.5K (-$10.2K)
Filed 2026-10-26
Dagco, Inc.
DECREASED
Shares1,073 from 1,256
Change-183 (-15%)
Value$247.8K (-$91.8K)
Filed 2026-10-20
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares1,073 from 970
Change+103 (+11%)
Value$247.9K (-$14.3K)
Filed 2026-10-22
Compass Financial Group, Inc
DECREASED
Shares1,071 from 1,144
Change-73 (-6%)
Value$247.4K (-$61.9K)
Filed 2026-10-13
Coquina Private Wealth LLC
DECREASED
Shares1,067 from 1,166
Change-99 (-8%)
Value$246.5K (-$68.8K)
Filed 2026-10-27
Ariadne Wealth Management, LP
NEW
Shares1,066
Change+1,066
Value$246.2K
Filed 2026-11-06
Reyes Financial Architecture, Inc.
DECREASED
Shares1,065 from 1,587
Change-522 (-33%)
Value$246.0K (-$182.9K)
Filed 2026-10-22
Cora Capital Advisors LLC
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$245.3K (-$41.8K)
Filed 2026-11-02
SL Advisors, LLC
DECREASED
Shares1,059 from 1,165
Change-106 (-9%)
Value$244.6K (-$70.3K)
Filed 2026-10-13
AUA Capital Management, LLC
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$244.6K (-$41.7K)
Filed 2026-10-15
BNC Wealth Management, LLC
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$243.8K (-$41.6K)
Filed 2026-10-19
Worth Asset Management, LLC
NEW
Shares1,052
Change+1,052
Value$243.0K
Filed 2026-10-07
Birchbrook, Inc.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$242.5K (-$41.3K)
Filed 2026-10-14
Arvest Investments, Inc.
DECREASED
Shares1,048 from 1,933
Change-885 (-46%)
Value$242.0K (-$280.6K)
Filed 2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares1,048 from 1,107
Change-59 (-5%)
Value$242.0K (-$57.2K)
Filed 2026-10-28
Syverson Strege & Co
DECREASED
Shares1,047 from 1,050
Change-3 (0%)
Value$241.8K (-$42.0K)
Filed 2026-11-02
Challenger Wealth Management
INCREASED
Shares1,046 from 1,039
Change+7 (+1%)
Value$241.5K (-$39.3K)
Filed 2026-10-30
Integrity Wealth Partners, LLC
NEW
Shares1,045
Change+1,045
Value$241.4K
Filed 2026-10-14
Kwmg, LLC
INCREASED
Shares1,044 from 1,040
Change+4 (+0%)
Value$241.1K (-$40.1K)
Filed 2026-10-07
Legacy Advisors, LLC
DECREASED
Shares1,043 from 14,357
Change-13,314 (-93%)
Value$240.9K (-$3.6M)
Filed 2026-10-19
RTD Financial Advisors, Inc.
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$240.9K (-$41.1K)
Filed 2026-10-09
Innova Wealth Partners
INCREASED
Shares1,042 from 856
Change+186 (+22%)
Value$240.6K (+$9.3K)
Filed 2026-10-21
Walker Asset Management, LLC
INCREASED
Shares1,039 from 1,036
Change+3 (+0%)
Value$239.9K (-$40.3K)
Filed 2026-10-13
Investment Research Partners LLC
DECREASED
Shares1,038 from 1,254
Change-216 (-17%)
Value$239.7K (-$99.3K)
Filed 2026-10-19
Mindset Wealth Management, LLC
DECREASED
Shares1,038 from 1,090
Change-52 (-5%)
Value$239.7K (-$54.9K)
Filed 2026-10-19
NavPoint Financial, Inc.
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$239.5K (-$40.8K)
Filed 2026-10-21
Carmel Capital Partners, LLC
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$239.0K (-$40.7K)
Filed 2026-11-03
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$239.0K (-$40.7K)
Filed 2026-11-02
American National Bank of Texas
DECREASED
Shares1,034 from 1,191
Change-157 (-13%)
Value$238.8K (-$83.1K)
Filed 2026-10-07
Wagner Wealth Management, LLC
INCREASED
Shares1,033 from 892
Change+141 (+16%)
Value$238.6K (-$2.5K)
Filed 2026-10-21
Michael Brady & Co., LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$238.4K (-$40.6K)
Filed 2026-10-23
Vann Equity Management LLC
INCREASED
Shares1,031 from 952
Change+79 (+8%)
Value$238.1K (-$19.3K)
Filed 2026-10-08
Old Mission Investment Co LLC
INCREASED
Shares1,029 from 986
Change+43 (+4%)
Value$237.6K (-$28.9K)
Filed 2026-10-22
E&G Advisors, LLC
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$239.1K (-$39.3K)
Filed 2026-10-13
Sulzberger Capital Advisors, Inc.
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$236.3K (-$40.3K)
Filed 2026-10-20
Kelly Financial Group LLC
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$235.5K (-$40.0K)
Filed 2026-10-16
Nova R Wealth, Inc.
DECREASED
Shares1,018 from 1,035
Change-17 (-2%)
Value$235.1K (-$44.7K)
Filed 2026-10-26
Capstone Wealth Management Group, Inc.
INCREASED
Shares1,018 from 1,014
Change+4 (+0%)
Value$235.1K (-$39.1K)
Filed 2026-10-19
JSF Financial, LLC
INCREASED
Shares1,014 from 826
Change+188 (+23%)
Value$234.2K (+$11.0K)
Filed 2026-10-22
Capital Square, LLC
DECREASED
Shares1,012 from 1,209
Change-197 (-16%)
Value$233.8K (-$98.2K)
Filed 2026-10-19
Hardin Capital Partners, LLC
NEW
Shares1,011
Change+1,011
Value$233.4K
Filed 2026-10-09
RW Investment Management LLC
INCREASED
Shares1,011 from 997
Change+14 (+1%)
Value$233.5K (-$36.0K)
Filed 2026-11-03
Retirement Investment Advisors, Inc.
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$232.8K (-$42.0K)
Filed 2026-10-22
Financial Symmetry Inc
INCREASED
Shares1,007 from 966
Change+41 (+4%)
Value$232.4K (-$28.5K)
Filed 2026-10-06
Mission Financial Group, LLC
DECREASED
Shares1,006 from 1,017
Change-11 (-1%)
Value$232.4K (-$42.4K)
Filed 2026-10-21
GLR Partners, LLC
DECREASED
Shares1,001 from 1,021
Change-20 (-2%)
Value$231.2K (-$44.8K)
Filed 2026-11-04
Harvey Investment Co LLC
NEW
Shares1,000
Change+1,000
Value$231
Filed 2026-10-20
Gouws Capital LLC
DECREASED
Shares1,000 from 1,416
Change-416 (-29%)
Value$230.9K (-$151.8K)
Filed 2026-10-09
Stone Summit Wealth LLC
DECREASED
Shares1,000 from 1,200
Change-200 (-17%)
Value$230.9K (-$93.4K)
Filed 2026-10-14
Flagship Private Wealth, LLC
INCREASED
Shares1,000 from 996
Change+4 (+0%)
Value$231.0K (-$38.1K)
Filed 2026-11-05
Hedges Asset Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$230.9K (-$39.4K)
Filed 2026-10-29
Madrona Financial Services, LLC
INCREASED
Shares998 from 991
Change+7 (+1%)
Value$230.5K (-$37.4K)
Filed 2026-10-23
626 Financial, LLC
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$230.5K (-$39.3K)
Filed 2026-11-04
Beacon Capital Management, LLC
DECREASED
Shares997 from 1,044
Change-47 (-4%)
Value$230.3K (-$51.9K)
Filed 2026-10-23
Mcdonald Partners LLC
DECREASED
Shares997 from 998
Change-1 (0%)
Value$230.2K (-$39.5K)
Filed 2026-11-03
NewSquare Capital LLC
DECREASED
Shares996 from 1,112
Change-116 (-10%)
Value$230.0K (-$70.6K)
Filed 2026-11-06
Gibraltar Capital Management, Inc.
INCREASED
Shares993 from 983
Change+10 (+1%)
Value$229.3K (-$36.4K)
Filed 2026-10-27
May Hill Capital, LLC
DECREASED
Shares992 from 1,476
Change-484 (-33%)
Value$229.1K (-$169.9K)
Filed 2026-11-03
Tortoise Investment Management, LLC
DECREASED
Shares991 from 1,034
Change-43 (-4%)
Value$228.9K (-$50.6K)
Filed 2026-11-06
Alchemi Wealth, LLC
DECREASED
Shares990 from 1,045
Change-55 (-5%)
Value$228.7K (-$54.1K)
Filed 2026-11-04
Balefire, LLC
DECREASED
Shares985 from 1,433
Change-448 (-31%)
Value$227.5K (-$160.0K)
Filed 2026-10-09
BancFirst Trust & Investment Management
INCREASED
Shares985 from 971
Change+14 (+1%)
Value$230.5K (-$29.0K)
Filed 2026-10-30
Opus Capital Group, LLC
INCREASED
Shares985 from 979
Change+6 (+1%)
Value$227 (-$264.8K)
Filed 2026-10-30
Wealth Advisory Solutions, LLC
INCREASED
Shares982 from 927
Change+55 (+6%)
Value$226.8K (-$23.8K)
Filed 2026-10-20
Pacific Asset Management, LLC
UNCHANGED
Shares982 from 982
Change0 (0%)
Value$226.8K (-$38.7K)
Filed 2026-10-15
Wealthcare Capital Partners, LLC
DECREASED
Shares980 from 1,150
Change-170 (-15%)
Value$226.3K (-$84.5K)
Filed 2026-10-21
Traphagen Investment Advisors LLC
DECREASED
Shares978 from 1,039
Change-61 (-6%)
Value$225.9K (-$55.1K)
Filed 2026-10-14
Newton One Investments LLC
DECREASED
Shares977 from 1,072
Change-95 (-9%)
Value$225.6K (-$64.1K)
Filed 2026-10-14
Sima Wealth Partners, LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$225.2K (-$38.4K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares973 from 634
Change+339 (+53%)
Value$224.8K (+$53.3K)
Filed 2026-11-05
Blume Capital Management, Inc.
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$224.7K (-$38.3K)
Filed 2026-10-26
Abel Hall, LLC
DECREASED
Shares967 from 1,020
Change-53 (-5%)
Value$223.4K (-$52.4K)
Filed 2026-10-19
Advisors Management Group Inc
INCREASED
Shares964 from 912
Change+52 (+6%)
Value$222 (-$245.8K)
Filed 2026-11-05
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares964 from 959
Change+5 (+1%)
Value$222.7K (-$36.6K)
Filed 2026-10-14
Colton Groome Financial Advisors, LLC
DECREASED
Shares963 from 1,238
Change-275 (-22%)
Value$222.3K (-$112.2K)
Filed 2026-10-06
Emprise Bank
DECREASED
Shares963 from 1,018
Change-55 (-5%)
Value$222.4K (-$52.8K)
Filed 2026-10-07
Commerce Advisors, LLC
DECREASED
Shares961 from 996
Change-35 (-4%)
Value$221.9K (-$47.3K)
Filed 2026-10-19
Baker Ellis Asset Management LLC
DECREASED
Shares958 from 2,282
Change-1,324 (-58%)
Value$221.3K (-$395.4K)
Filed 2026-10-14
Atlas Private Wealth Advisors
DECREASED
Shares956 from 957
Change-1 (0%)
Value$220.8K (-$37.8K)
Filed 2026-10-23
Northwest Wealth Management, LLC
UNCHANGED
Shares954 from 954
Change0 (0%)
Value$220.3K (-$37.6K)
Filed 2026-10-30
Sonata Capital Group Inc
DECREASED
Shares953 from 1,153
Change-200 (-17%)
Value$220.1K (-$91.6K)
Filed 2026-10-19
Insight Inv LLC
DECREASED
Shares951 from 982
Change-31 (-3%)
Value$219.6K (-$45.8K)
Filed 2026-10-27
Ardent Capital Management, Inc.
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$219.6K (-$37.4K)
Filed 2026-10-16
Leeward Financial Partners, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$219.4K (-$37.4K)
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares949
Change+949
Value$219.2K
Filed 2026-10-19
High Note Wealth, LLC
DECREASED
Shares949 from 1,002
Change-53 (-5%)
Value$219.2K (-$51.6K)
Filed 2026-10-27
Ring Mountain Capital, LLC
DECREASED
Shares941 from 980
Change-39 (-4%)
Value$217.3K (-$47.6K)
Filed 2026-10-13
Pachira Investments Inc.
DECREASED
Shares936 from 1,042
Change-106 (-10%)
Value$216.2K (-$65.6K)
Filed 2026-10-14
Grandview Asset Management LLC
DECREASED
Shares933 from 1,195
Change-262 (-22%)
Value$215.5K (-$107.3K)
Filed 2026-10-19
Leslie Global Wealth, LLC
DECREASED
Shares933 from 1,006
Change-73 (-7%)
Value$215.5K (-$56.5K)
Filed 2026-10-26
Patten Group, Inc.
DECREASED
Shares933 from 980
Change-47 (-5%)
Value$215.5K (-$49.4K)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
UNCHANGED
Shares933 from 933
Change0 (0%)
Value$215.5K (-$30.4K)
Filed 2026-10-29
Nolet Wealth Management, LLC
DECREASED
Shares931 from 1,144
Change-213 (-19%)
Value$214.9K (-$94.2K)
Filed 2026-10-15
Carter Financial Group, Inc.
DECREASED
Shares930 from 1,058
Change-128 (-12%)
Value$214.7K (-$71.3K)
Filed 2026-10-21
Victrix Investment Advisors
INCREASED
Shares930 from 839
Change+91 (+11%)
Value$214.8K (-$12.0K)
Filed 2026-10-13
Providence Wealth Advisors, LLC
DECREASED
Shares930 from 1,014
Change-84 (-8%)
Value$215.7K (-$63.4K)
Filed 2026-10-29
Braun-Bostich & Associates Inc.
DECREASED
Shares930 from 1,005
Change-75 (-7%)
Value$214.8K (-$56.9K)
Filed 2026-10-20
GreatBanc Trust Co
DECREASED
Shares930 from 960
Change-30 (-3%)
Value$214.8K (-$44.7K)
Filed 2026-11-04
Advisortrust Partners, LLC
INCREASED
Shares927 from 926
Change+1 (+0%)
Value$214.1K (-$36.2K)
Filed 2026-11-02
Unify Financial Advisors
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$213.4K (-$36.4K)
Filed 2026-11-03
Eurizon SLJ Capital Ltd
INCREASED
Shares923 from 680
Change+243 (+36%)
Value$213.2K (+$29.3K)
Filed 2026-11-06
Values Added Financial LLC
DECREASED
Shares921 from 967
Change-46 (-5%)
Value$212.7K (-$48.7K)
Filed 2026-10-28
Godsey & Gibb, Inc
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$212.5K (-$36.2K)
Filed 2026-10-14
Rose Capital Advisors LLC
NEW
Shares919
Change+919
Value$212.3K
Filed 2026-11-04
Garrett Wealth Advisory Group, LLC
DECREASED
Shares919 from 1,001
Change-82 (-8%)
Value$212.3K (-$58.3K)
Filed 2026-10-22
Sage Capital Management, LLC
INCREASED
Shares918 from 916
Change+2 (+0%)
Value$212.1K (-$35.5K)
Filed 2026-10-20
Vicus Capital
DECREASED
Shares916 from 1,024
Change-108 (-11%)
Value$211.6K (-$65.2K)
Filed 2026-11-05
Reicon Wealth Advisors, LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$211.5K (-$36.1K)
Filed 2026-11-04
Iron Financial LLC
DECREASED
Shares915 from 1,023
Change-108 (-11%)
Value$211.2K (-$65.3K)
Filed 2026-10-23
Provident Wealth Management, LLC
DECREASED
Shares915 from 965
Change-50 (-5%)
Value$211.3K (-$49.5K)
Filed 2026-10-20
Elser Financial Planning, Inc
DECREASED
Shares915 from 940
Change-25 (-3%)
Value$211.3K (-$42.8K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
DECREASED
Shares914 from 965
Change-51 (-5%)
Value$211.1K (-$49.8K)
Filed 2026-10-27
Jessup Wealth Management, Inc
DECREASED
Shares913 from 923
Change-10 (-1%)
Value$210.8K (-$38.7K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares911
Change+911
Value$210.4K
Filed 2026-11-04
Ellis Investment Partners, LLC
DECREASED
Shares909 from 988
Change-79 (-8%)
Value$210.0K (-$57.3K)
Filed 2026-10-21
Balance Wealth Partners LLC
DECREASED
Shares907 from 1,067
Change-160 (-15%)
Value$209.5K (-$78.9K)
Filed 2026-10-27
Breakwater Capital Group
DECREASED
Shares902 from 956
Change-54 (-6%)
Value$208.4K (-$50.1K)
Filed 2026-10-09
Fagan Associates, Inc.
DECREASED
Shares902 from 938
Change-36 (-4%)
Value$208.3K (-$45.2K)
Filed 2026-10-13
Watchman Group, Inc.
INCREASED
Shares902 from 875
Change+27 (+3%)
Value$208.4K (-$28.2K)
Filed 2026-10-16
Stegner Investment Associates Inc.
DECREASED
Shares900 from 1,003
Change-103 (-10%)
Value$207.8K (-$63.3K)
Filed 2026-10-15
Idaho Trust Co
DECREASED
Shares899 from 906
Change-7 (-1%)
Value$207.6K (-$37.3K)
Filed 2026-11-04
Gemmer Asset Management LLC
DECREASED
Shares896 from 988
Change-92 (-9%)
Value$206.9K (-$60.1K)
Filed 2026-10-16
Sherman Asset Management, Inc.
UNCHANGED
Shares896 from 896
Change0 (0%)
Value$207.1K (-$35.3K)
Filed 2026-11-05
Elevatus Welath Management
DECREASED
Shares894 from 920
Change-26 (-3%)
Value$206.6K (-$42.3K)
Filed 2026-10-19
Mainstream Capital Management LLC
DECREASED
Shares893 from 1,188
Change-295 (-25%)
Value$206.2K (-$114.9K)
Filed 2026-10-23
Sage Rhino Capital LLC
DECREASED
Shares893 from 921
Change-28 (-3%)
Value$206.2K (-$42.7K)
Filed 2026-10-28
Sterling Financial Planning, Inc.
DECREASED
Shares890 from 896
Change-6 (-1%)
Value$205.5K (-$36.7K)
Filed 2026-10-28
Towne Trust Company, N.a
DECREASED
Shares887 from 1,016
Change-129 (-13%)
Value$204.8K (-$69.8K)
Filed 2026-10-28
Paragon Capital Management Ltd
DECREASED
Shares886 from 1,145
Change-259 (-23%)
Value$204.5K (-$105.1K)
Filed 2026-10-09
Stonebridge Financial Planning Group, LLC
INCREASED
Shares885 from 819
Change+66 (+8%)
Value$204.3K (-$17.2K)
Filed 2026-11-06
Avanza Fonder AB
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$204.4K (-$34.8K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares884 from 1,084
Change-200 (-18%)
Value$204.2K (-$88.7K)
Filed 2026-10-19
Financial Harvest, LLC
DECREASED
Shares883 from 962
Change-79 (-8%)
Value$204.0K (-$56.1K)
Filed 2026-10-15
WealthPoint Financial, LLC
INCREASED
Shares882 from 801
Change+81 (+10%)
Value$203.7K (-$12.8K)
Filed 2026-11-03
Gill Capital Partners, LLC
INCREASED
Shares882 from 837
Change+45 (+5%)
Value$203.7K (-$22.5K)
Filed 2026-10-13
Grant Street Asset Management, Inc.
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$202.8K (-$34.6K)
Filed 2026-10-26
Fusion Capital, LLC
INCREASED
Shares877 from 876
Change+1 (+0%)
Value$202.6K (-$34.3K)
Filed 2026-10-28
Courage Miller Partners, LLC
UNCHANGED
Shares877 from 877
Change0 (0%)
Value$202.5K (-$34.5K)
Filed 2026-10-21
Blackston Financial Advisory Group, LLC
DECREASED
Shares872 from 882
Change-10 (-1%)
Value$201.3K (-$37.1K)
Filed 2026-11-04
Black Diamond Financial, LLC
NEW
Shares871
Change+871
Value$201.1K
Filed 2026-10-26
First Business Financial Services, Inc.
INCREASED
Shares867 from 859
Change+8 (+1%)
Value$200.2K (-$32.0K)
Filed 2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares863 from 15,502
Change-14,639 (-94%)
Value$199 (-$4.2M)
Filed 2026-10-22
United Financial Planning Group LLC
INCREASED
Shares842 from 840
Change+2 (+0%)
Value$194.4K (-$32.7K)
Filed 2026-11-04
Holos Integrated Wealth LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$203.8K (-$33.2K)
Filed 2026-10-23
Meridian Financial Partners LLC
INCREASED
Shares836 from 798
Change+38 (+5%)
Value$202.7K (-$8.7K)
Filed 2026-10-23
Guardian Wealth Advisors, LLC
DECREASED
Shares833 from 933
Change-100 (-11%)
Value$207.9K (-$44.2K)
Filed 2026-10-30
Ashurst Perkins Coie Trust Co
INCREASED
Shares824 from 817
Change+7 (+1%)
Value$190.3K (-$30.5K)
Filed 2026-10-15
Thompson Investment Management, Inc.
DECREASED
Shares819 from 824
Change-5 (-1%)
Value$189.2K (-$33.6K)
Filed 2026-10-14
Country Trust Bank
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$184.8K (-$31.5K)
Filed 2026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$184.3K (-$31.4K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares796 from 4,883
Change-4,087 (-84%)
Value$183.8K (-$1.1M)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
INCREASED
Shares792 from 722
Change+70 (+10%)
Value$183.1K (-$12.3K)
Filed 2026-10-30
Elite Life Management LLC
DECREASED
Shares790 from 792
Change-2 (0%)
Value$219.7K (+$2.6K)
Filed 2026-11-06
Gold Investment Management Ltd.
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$181.1K (-$30.9K)
Filed 2026-10-19
Avion Wealth
DECREASED
Shares783 from 815
Change-32 (-4%)
Value$180 (-$219.8K)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares777 from 3,077
Change-2,300 (-75%)
Value$179 (-$830.8K)
Filed 2026-11-02
Beacon Financial Strategies Corp
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$179.3K (-$30.6K)
Filed 2026-10-14
Private Wealth Management Group, LLC
INCREASED
Shares744 from 533
Change+211 (+40%)
Value$171.7K (+$27.8K)
Filed 2026-10-19
Monetary Solutions, Ltd
INCREASED
Shares744 from 724
Change+20 (+3%)
Value$171.8K (-$23.9K)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$170.4K (-$29.0K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares735 from 4,343
Change-3,608 (-83%)
Value$169.7K (-$1.0M)
Filed 2026-11-04
Fairscale Capital, LLC
DECREASED
Shares734 from 779
Change-45 (-6%)
Value$189.5K (-$21.1K)
Filed 2026-11-04
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$169.5K (-$28.9K)
Filed 2026-10-23
Heritage Family Offices, LLP
DECREASED
Shares721 from 741
Change-20 (-3%)
Value$166.5K (-$33.8K)
Filed 2026-11-02
University of Texas S AM Investment Management Co
INCREASED
Shares714 from 514
Change+200 (+39%)
Value$164.9K (+$26.0K)
Filed 2026-11-03
Barrett & Company, Inc.
INCREASED
Shares714 from 705
Change+9 (+1%)
Value$164.8K (-$25.9K)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
INCREASED
Shares710 from 533
Change+177 (+33%)
Value$163.9K (+$19.9K)
Filed 2026-10-20
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$161.2K (-$27.5K)
Filed 2026-10-30
Intelligent Financial Strategies
DECREASED
Shares672 from 690
Change-18 (-3%)
Value$155.1K (-$31.3K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED
Shares670 from 639
Change+31 (+5%)
Value$155 (-$98.9K)
Filed 2026-11-04
Access Investment Management LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$150.1K (-$25.6K)
Filed 2026-10-23
Proathlete Wealth Management LLC
INCREASED
Shares644 from 496
Change+148 (+30%)
Value$148.9K (+$14.6K)
Filed 2026-10-15
Main Street Group, LTD
INCREASED
Shares640 from 162
Change+478 (+295%)
Value$147.8K (+$104.0K)
Filed 2026-10-28
Highline Wealth Partners LLC
DECREASED
Shares637 from 707
Change-70 (-10%)
Value$147.1K (-$44.0K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
NEW
Shares621
Change+621
Value$143.4K
Filed 2026-10-13
Paradigm Asset Management Co LLC
DECREASED
Shares600 from 1,093
Change-493 (-45%)
Value$138.6K (-$156.9K)
Filed 2026-11-05
Fortis Group Advisors, LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$135.8K (-$23.1K)
Filed 2026-11-06
Princeton Global Asset Management LLC
DECREASED
Shares587 from 826
Change-239 (-29%)
Value$135.6K (-$87.6K)
Filed 2026-10-21
One River Asset Management, LLC
DECREASED
Shares586 from 1,018
Change-432 (-42%)
Value$135.3K (-$139.8K)
Filed 2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$130.3K (-$22.2K)
Filed 2026-10-27
Flagship Wealth Advisors, LLC
DECREASED
Shares556 from 672
Change-116 (-17%)
Value$128.4K (-$53.2K)
Filed 2026-11-03
Kings Path Partners LLC
INCREASED
Shares547 from 147
Change+400 (+272%)
Value$126.3K (+$86.6K)
Filed 2026-10-21
Pacifica Partners Inc.
INCREASED
Shares544 from 519
Change+25 (+5%)
Value$126.1K (-$19.4K)
Filed 2026-10-09
10Elms LLP
INCREASED
Shares541 from 495
Change+46 (+9%)
Value$124.8K (-$9.1K)
Filed 2026-11-06
Reap Financial Group, LLC
DECREASED
Shares537 from 700
Change-163 (-23%)
Value$124.0K (-$65.2K)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares535
Change+535
Value$123.5K
Filed 2026-10-29
StrongBox Wealth, LLC
UNCHANGED
Shares534 from 534
Change0 (0%)
Value$123.3K (-$21.0K)
Filed 2026-11-02
DecisionPoint Financial, LLC
INCREASED
Shares521 from 99
Change+422 (+426%)
Value$120.8K (+$94.1K)
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares513
Change+513
Value$118.5K
Filed 2026-11-06
Compass Wealth Management LLC
NEW
Shares509
Change+509
Value$117.5K
Filed 2026-10-22
William Mack & Associates, Inc.
NEW
Shares505
Change+505
Value$116.6K
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares505 from 540
Change-35 (-6%)
Value$116.7K (-$29.4K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
NEW
Shares500
Change+500
Value$115.5K
Filed 2026-10-09
LFA - Lugano Financial Advisors SA
DECREASED
Shares500 from 520
Change-20 (-4%)
Value$115.5K (-$25.1K)
Filed 2026-11-03
MB, Levis & Associates, LLC
INCREASED
Shares496 from 495
Change+1 (+0%)
Value$114.6K (-$19.3K)
Filed 2026-10-16
James T. Borello RIA
DECREASED
Shares488 from 683
Change-195 (-29%)
Value$112.8K (-$71.9K)
Filed 2026-10-16
Quaker Wealth Management, LLC
INCREASED
Shares486 from 389
Change+97 (+25%)
Value$112.2K (+$7.0K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares483 from 460
Change+23 (+5%)
Value$112 (-$123.9K)
Filed 2026-10-14
Mascoma Wealth Management LLC
DECREASED
Shares481 from 630
Change-149 (-24%)
Value$111.1K (-$59.2K)
Filed 2026-10-23
Abound Wealth Management
INCREASED
Shares474 from 460
Change+14 (+3%)
Value$109.6K (-$14.9K)
Filed 2026-10-26
Sfam, LLC
DECREASED
Shares471 from 569
Change-98 (-17%)
Value$108.8K (-$44.9K)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
DECREASED
Shares470 from 766
Change-296 (-39%)
Value$108.6K (-$98.6K)
Filed 2026-10-27
Trifecta Capital Advisors, LLC
DECREASED
Shares469 from 472
Change-3 (-1%)
Value$108.3K (-$19.3K)
Filed 2026-10-21
Vima LLC
INCREASED
Shares466 from 465
Change+1 (+0%)
Value$107.6K (-$18.2K)
Filed 2026-10-23
First Pacific Financial
DECREASED
Shares464 from 528
Change-64 (-12%)
Value$107.2K (-$35.6K)
Filed 2026-10-14
United Community Bank
DECREASED
Shares463 from 509
Change-46 (-9%)
Value$106.9K (-$30.7K)
Filed 2026-10-28
Planning Strategies Inc.
DECREASED
Shares460 from 470
Change-10 (-2%)
Value$106.2K (-$20.8K)
Filed 2026-10-02
Hager Investment Management Services, LLC
DECREASED
Shares452 from 517
Change-65 (-13%)
Value$104.5K (-$35.4K)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$103.9K (-$17.7K)
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares449 from 434
Change+15 (+3%)
Value$103.7K (-$12.9K)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$103.7K (-$17.7K)
Filed 2026-10-26
Financial Management Professionals, Inc.
DECREASED
Shares431 from 463
Change-32 (-7%)
Value$99.5K (-$25.7K)
Filed 2026-10-23
Miller Global Investments, LLC
INCREASED
Shares430 from 273
Change+157 (+58%)
Value$99.3K (+$25.5K)
Filed 2026-10-02
Investment Research & Advisory Group, Inc.
INCREASED
Shares428 from 119
Change+309 (+260%)
Value$98.9K (+$66.7K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares400 from 403
Change-3 (-1%)
Value$92.4K (-$16.5K)
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares398 from 415
Change-17 (-4%)
Value$92 (-$111.9K)
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares382
Change+382
Value$88.3K
Filed 2026-10-09
Evolution Wealth Management Inc.
DECREASED
Shares379 from 633
Change-254 (-40%)
Value$87.5K (-$83.6K)
Filed 2026-10-28
Pflug Koory, LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$86.8K (-$14.8K)
Filed 2026-10-26
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$84.5K (-$14.4K)
Filed 2026-10-16
Finley Financial, LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$83.7K (-$13.9K)
Filed 2026-10-28
Tsfg, LLC
DECREASED
Shares360 from 3,074
Change-2,714 (-88%)
Value$83 (-$830.9K)
Filed 2026-10-23
Western Pacific Wealth Management, LP
DECREASED
Shares348 from 507
Change-159 (-31%)
Value$80.3K (-$56.8K)
Filed 2026-10-16
WPG Advisers, LLC
DECREASED
Shares344 from 420
Change-76 (-18%)
Value$79.4K (-$34.1K)
Filed 2026-10-27
Redwood Park Advisors LLC
INCREASED
Shares336 from 310
Change+26 (+8%)
Value$77.5K (-$6.4K)
Filed 2026-11-02
Murphy & Mullick Capital Management Corp
INCREASED
Shares325 from 275
Change+50 (+18%)
Value$75.0K (+$581)
Filed 2026-11-02
Lynch Investment Planning, LLC
NEW
Shares324
Change+324
Value$74.8K
Filed 2026-10-27
Essential Partners LLC
DECREASED
Shares317 from 326
Change-9 (-3%)
Value$73.2K (-$14.9K)
Filed 2026-10-14
Peterson Wealth Management
INCREASED
Shares313 from 311
Change+2 (+1%)
Value$72.3K (-$11.7K)
Filed 2026-11-06
IAG Wealth Partners, LLC
DECREASED
Shares310 from 851
Change-541 (-64%)
Value$71.6K (-$158.4K)
Filed 2026-11-06
Curat Global, LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$71.6K (-$12.2K)
Filed 2026-10-26
Costello Asset Management, Inc
DECREASED
Shares308 from 363
Change-55 (-15%)
Value$71.1K (-$27.0K)
Filed 2026-10-30
Retirement Wealth Solutions LLC
DECREASED
Shares305 from 381
Change-76 (-20%)
Value$70.5K (-$32.5K)
Filed 2026-10-07
Aspect Partners, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$70.2K (-$12.0K)
Filed 2026-10-20
Acumen Wealth Advisors, LLC
INCREASED
Shares303 from 279
Change+24 (+9%)
Value$70.0K (-$5.4K)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
NEW
Shares299
Change+299
Value$69.1K
Filed 2026-11-05
IMG Wealth Management, Inc.
INCREASED
Shares298 from 244
Change+54 (+22%)
Value$68.8K (+$2.9K)
Filed 2026-10-27
Pacific Center for Financial Services
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$67.4K (-$11.5K)
Filed 2026-10-15
Financially Speaking Inc
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$67.4K (-$23.3K)
Filed 2026-11-05
Kroeger Financial Partners
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$65.1K (-$11.1K)
Filed 2026-10-19
High Point Wealth Management, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$64.0K (-$10.9K)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares268 from 287
Change-19 (-7%)
Value$61.9K (-$15.7K)
Filed 2026-10-07
Axiom Investment Management LLC
DECREASED
Shares267 from 526
Change-259 (-49%)
Value$61.7K (-$80.5K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
DECREASED
Shares264 from 314
Change-50 (-16%)
Value$60.9K (-$23.9K)
Filed 2026-11-02
Nvest Wealth Strategies, Inc.
DECREASED
Shares257 from 260
Change-3 (-1%)
Value$59.4K (-$10.9K)
Filed 2026-10-14
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$58.8K (-$10.0K)
Filed 2026-10-05
Trellis Wealth Advisors LLC
NEW
Shares250
Change+250
Value$57.7K
Filed 2026-10-19
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$56.3K (-$10.0K)
Filed 2026-10-01
Putney Financial Group LLC
NEW
Shares240
Change+240
Value$55.4K
Filed 2026-10-30
Fairway Wealth LLC
INCREASED
Shares240 from 50
Change+190 (+380%)
Value$55.4K (+$41.9K)
Filed 2026-10-30
Mountain Hill Investment Partners Corp.
INCREASED
Shares237 from 27
Change+210 (+778%)
Value$54.7K (+$47.4K)
Filed 2026-10-23
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares229 from 224
Change+5 (+2%)
Value$52.9K (-$7.7K)
Filed 2026-11-06
Addison Advisors LLC
INCREASED
Shares223 from 209
Change+14 (+7%)
Value$51.5K (-$5.0K)
Filed 2026-11-06
Wilkerson Advisory Group LLC
DECREASED
Shares222 from 264
Change-42 (-16%)
Value$51.4K (-$20.1K)
Filed 2026-10-20
CrossGen Wealth, LLC
INCREASED
Shares217 from 216
Change+1 (+0%)
Value$50.2K (-$8.1K)
Filed 2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$49.9K (-$8.5K)
Filed 2026-11-06
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares212 from 462
Change-250 (-54%)
Value$49.0K (-$75.9K)
Filed 2026-10-20
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$48.0K (-$8.2K)
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$48.0K (-$8.2K)
Filed 2026-11-03
Transce3nd, LLC
NEW
Shares202
Change+202
Value$49.7K
Filed 2026-10-26
SRH Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$46.2K (-$7.9K)
Filed 2026-10-22
Burkett Financial Services, LLC
INCREASED
Shares193 from 8
Change+185 (+2313%)
Value$44.7K (+$42.4K)
Filed 2026-10-01
Arlington Trust Co LLC
INCREASED
Shares176 from 111
Change+65 (+59%)
Value$40.6K (+$10.6K)
Filed 2026-10-20
Summit Securities Group LLC
NEW
Shares173
Change+173
Value$40.0K
Filed 2026-11-05
Valued Wealth Advisors LLC
INCREASED
Shares168 from 76
Change+92 (+121%)
Value$38.7K (+$18.1K)
Filed 2026-11-05
American Capital Advisory, LLC
INCREASED
Shares168 from 166
Change+2 (+1%)
Value$38.8K (-$6.1K)
Filed 2026-10-28
POM Investment Strategies, LLC
DECREASED
Shares166 from 174
Change-8 (-5%)
Value$38.3K (-$8.7K)
Filed 2026-10-20
Canton Hathaway, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$38.1K (-$6.5K)
Filed 2026-10-23
Cdkv Holdings LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$38.1K (-$6.5K)
Filed 2026-10-28
Peterson Wealth Services
DECREASED
Shares164 from 12,252
Change-12,088 (-99%)
Value$37.8K (-$3.3M)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED
Shares163 from 177
Change-14 (-8%)
Value$37.7K (-$10.2K)
Filed 2026-11-02
Bay Harbor Wealth Management, LLC
DECREASED
Shares163 from 166
Change-3 (-2%)
Value$37.5K (-$7.2K)
Filed 2026-11-03
Sunrise Financial Services, LLC
DECREASED
Shares161 from 186
Change-25 (-13%)
Value$37.2K (-$13.1K)
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares159 from 149
Change+10 (+7%)
Value$36.6K (-$3.5K)
Filed 2026-10-28
Bell Investment Advisors, Inc
DECREASED
Shares148 from 273
Change-125 (-46%)
Value$34.2K (-$39.6K)
Filed 2026-10-29
Hara Capital LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$33.5K (-$5.7K)
Filed 2026-10-30
SBK Financial, Inc.
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$32.3K (-$5.5K)
Filed 2026-11-02
Tower Trust & Investment Co
DECREASED
Shares139 from 1,942
Change-1,803 (-93%)
Value$32.1K (-$492.8K)
Filed 2026-10-28
First Community Trust NA
DECREASED
Shares136 from 168
Change-32 (-19%)
Value$31.4K (-$14.0K)
Filed 2026-10-07
Joseph Group Capital Management
DECREASED
Shares133 from 147
Change-14 (-10%)
Value$30.7K (-$9.0K)
Filed 2026-11-04
Prudent Man Investment Management, Inc.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$29.3K (-$9.5K)
Filed 2026-11-03
Downshift Financial, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$29.3K (-$5.0K)
Filed 2026-10-13
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$28 (-$5)
Filed 2026-11-04
Centerpoint Advisors, LLC
DECREASED
Shares116 from 126
Change-10 (-8%)
Value$27 (-$34.0K)
Filed 2026-11-05
Arcadia Investment Advisors LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$26.8K (-$4.6K)
Filed 2026-10-13
Groesbeck Investment Management Corp
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$27 (-$4)
Filed 2026-10-26
Align Financial, LLC
DECREASED
Shares112 from 128
Change-16 (-12%)
Value$25.9K (-$8.7K)
Filed 2026-10-16
Luken Investment Analytics, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$25.9K (-$4.4K)
Filed 2026-11-06
Horizon Financial Services, LLC
DECREASED
Shares108 from 138
Change-30 (-22%)
Value$24.9K (-$12.4K)
Filed 2026-11-04
West Financial Advisors, LLC
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$24.0K (-$4.1K)
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
NEW
Shares99
Change+99
Value$22.9K
Filed 2026-11-05
Signature Resources Capital Management, LLC
DECREASED
Shares96 from 116
Change-20 (-17%)
Value$22.2K (-$9.2K)
Filed 2026-10-16
PFS Partners, LLC
INCREASED
Shares94 from 93
Change+1 (+1%)
Value$21.7K (-$3.5K)
Filed 2026-10-21
Your Advocates Ltd., LLP
INCREASED
Shares90 from 89
Change+1 (+1%)
Value$20.7K (-$3.4K)
Filed 2026-11-03
Bare Financial Services, Inc
DECREASED
Shares77 from 111
Change-34 (-31%)
Value$17.8K (-$12.2K)
Filed 2026-11-04
Maryland Capital Advisors Inc.
DECREASED
Shares76 from 480
Change-404 (-84%)
Value$17.6K (-$112.2K)
Filed 2026-10-15
Burk Holdings LLC
INCREASED
Shares74 from 43
Change+31 (+72%)
Value$17.1K (+$5.5K)
Filed 2026-11-05
Advocate Investing Services LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$16.6K (-$2.8K)
Filed 2026-10-26
Miller Wealth Advisors, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$16.4K (-$2.8K)
Filed 2026-11-02
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$16.5K (-$2.7K)
Filed 2026-10-27
Collier Financial
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$16.2K (-$2.8K)
Filed 2026-11-06
Breakwater Investment Management
INCREASED
Shares67 from 66
Change+1 (+2%)
Value$15.5K (-$2.4K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares64 from 15
Change+49 (+327%)
Value$14.7K (+$10.8K)
Filed 2026-11-04
Midwest Capital Advisors, LLC
NEW
Shares63
Change+63
Value$14.5K
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$14.5K (-$2.5K)
Filed 2026-10-14
Chung Wu Investment Group, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$13.9K (-$2.4K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
INCREASED
Shares52 from 46
Change+6 (+13%)
Value$12.1K (-$380)
Filed 2026-11-02
Polaris Financial Partners
NEW
Shares51
Change+51
Value$12
Filed 2026-10-02
Networth Advisors, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$10.9K (-$1.8K)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares46 from 44
Change+2 (+5%)
Value$10.6K (-$1.3K)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
DECREASED
Shares44 from 115
Change-71 (-62%)
Value$10.2K (-$21.0K)
Filed 2026-10-26
Creative Capital Management Investments LLC
INCREASED
Shares43 from 14
Change+29 (+207%)
Value$9.9K (+$6.1K)
Filed 2026-10-28
NorthAvenue LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$9.7K (-$1.7K)
Filed 2026-10-29
Hoey Investments, Inc
DECREASED
Shares37 from 68
Change-31 (-46%)
Value$8.5K (-$9.8K)
Filed 2026-10-29
Essential Investment Partners LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$8.5K (-$1.5K)
Filed 2026-10-27
Noble Wealth Management PBC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$7.6K (-$1.3K)
Filed 2026-10-01
John Boyer, Inc.
NEW
Shares32
Change+32
Value$7.5K
Filed 2026-10-27
LAM Group, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$6.2K (-$1.1K)
Filed 2026-10-26
Syntax Research, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.8K (-$984)
Filed 2026-11-04
USA Financial Formulas
NEW
Shares24
Change+24
Value$5.5K
Filed 2026-10-16
1620 Investment Advisors, Inc.
DECREASED
Shares20 from 29
Change-9 (-31%)
Value$4.6K (-$3.2K)
Filed 2026-11-04
McCarley & Cook Financial Planners
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.4K (-$748)
Filed 2026-10-21
Team Financial Group, LLC
NEW
Shares18
Change+18
Value$4.2K
Filed 2026-10-30
Friedenthal Financial
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$4.0K (-$644)
Filed 2026-10-27
Bear Mountain Capital, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$4.1K (-$442)
Filed 2026-11-04
PayPay Securities Corp
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.0K (-$512)
Filed 2026-10-27
Capital CS Group, LLC
NEW
Shares11
Change+11
Value$2.5K
Filed 2026-10-29
Torren Management, LLC
INCREASED
Shares11 from 1
Change+10 (+1000%)
Value$2.5K (+$2.3K)
Filed 2026-10-29
Entrust Financial LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.8K (-$315)
Filed 2026-11-04
WestEnd Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.6K (-$275)
Filed 2026-10-27
IFS Advisors, LLC
NEW
Shares3
Change+3
Value$692
Filed 2026-10-14
Steph & Co
DECREASED
Shares2 from 26
Change-24 (-92%)
Value$462 (-$6.6K)
Filed 2026-10-07
Phillip James Consulting Co.
DECREASED
Shares2 from 7
Change-5 (-71%)
Value$462 (-$1.4K)
Filed 2026-11-03
Clayton Financial Group LLC
NEW
Shares1
Change+1
Value$242
Filed 2026-10-13
RIT Capital Partners PLC
CLOSED
Shares0 from 67,500
Change-67,500 (-100%)
Value$0 (-$18.2M)
Filed 2026-11-05
Greystone Financial Group, LLC
CLOSED
Shares0 from 18,664
Change-18,664 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-26
Slocum, Gordon & Co LLP
CLOSED
Shares0 from 14,628
Change-14,628 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-19
Stillwater Wealth Management Group
CLOSED
Shares0 from 12,117
Change-12,117 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-21
Vertrix Wealth Management, LLC
CLOSED
Shares0 from 11,943
Change-11,943 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-13
AlpenGlobal Capital LLC
CLOSED
Shares0 from 11,114
Change-11,114 (-100%)
Value$0 (-$613.8K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 10,806
Change-10,806 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-14
G&S Capital LLC
CLOSED
Shares0 from 6,227
Change-6,227 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-23
111 Capital
CLOSED
Shares0 from 5,861
Change-5,861 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-03
Elevate Capital Advisors, LLC
CLOSED
Shares0 from 5,807
Change-5,807 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
Brick & Kyle, Associates
CLOSED
Shares0 from 5,807
Change-5,807 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-05
TKG Advisors, LLC
CLOSED
Shares0 from 5,723
Change-5,723 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Sierra Summit Advisors LLC
CLOSED
Shares0 from 4,575
Change-4,575 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-28
Arbor Capital Management Inc
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Laurion Capital Management LP
CLOSED
Shares0 from 3,820
Change-3,820 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-30
Cox Capital Mgt LLC
CLOSED
Shares0 from 3,514
Change-3,514 (-100%)
Value$0 (-$949.9K)
Filed 2026-10-07
Citizens & Northern Corp
CLOSED
Shares0 from 2,946
Change-2,946 (-100%)
Value$0 (-$796.3K)
Filed 2026-11-06
Westco Advisory Services Inc
CLOSED
Shares0 from 2,590
Change-2,590 (-100%)
Value$0 (-$700.1K)
Filed 2026-10-14
Moller Wealth Partners
CLOSED
Shares0 from 2,485
Change-2,485 (-100%)
Value$0 (-$671.7K)
Filed 2026-10-15
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,478
Change-2,478 (-100%)
Value$0 (-$669.9K)
Filed 2026-11-03
PCG Asset Management, LLC
CLOSED
Shares0 from 2,462
Change-2,462 (-100%)
Value$0 (-$665.5K)
Filed 2026-11-05
Schear Investment Advisers, LLC
CLOSED
Shares0 from 2,304
Change-2,304 (-100%)
Value$0 (-$622.8K)
Filed 2026-10-14
SLT Holdings LLC
CLOSED
Shares0 from 2,281
Change-2,281 (-100%)
Value$0 (-$616.6K)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 2,259
Change-2,259 (-100%)
Value$0 (-$610.7K)
Filed 2026-11-03
Sicart Associates LLC
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$581.2K)
Filed 2026-10-29
Jefferies Financial Group Inc.
CLOSED
Shares0 from 2,115
Change-2,115 (-100%)
Value$0 (-$571.8K)
Filed 2026-11-05
Convergence Financial, LLC
CLOSED
Shares0 from 1,927
Change-1,927 (-100%)
Value$0 (-$521.0K)
Filed 2026-10-27
Floyd Financial Group LLC
CLOSED
Shares0 from 1,896
Change-1,896 (-100%)
Value$0 (-$510.0K)
Filed 2026-10-28
Shelter Rock Management, LLC
CLOSED
Shares0 from 1,883
Change-1,883 (-100%)
Value$0 (-$508.9K)
Filed 2026-10-09
Legacy Wealth Management, LLC / MS
CLOSED
Shares0 from 1,850
Change-1,850 (-100%)
Value$0 (-$500.0K)
Filed 2026-10-30
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 1,763
Change-1,763 (-100%)
Value$0 (-$476.6K)
Filed 2026-10-26
Norris Perne & French LLP
CLOSED
Shares0 from 1,713
Change-1,713 (-100%)
Value$0 (-$463.0K)
Filed 2026-10-23
Mariner Investment Group LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$405.5K)
Filed 2026-11-04
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 1,471
Change-1,471 (-100%)
Value$0 (-$397.6K)
Filed 2026-11-06
Navigate Wealth Management, LLC
CLOSED
Shares0 from 1,455
Change-1,455 (-100%)
Value$0 (-$389.5K)
Filed 2026-10-14
Providence First Trust Co
CLOSED
Shares0 from 1,453
Change-1,453 (-100%)
Value$0 (-$392.8K)
Filed 2026-11-02
National Wealth Management Group, LLC
CLOSED
Shares0 from 1,418
Change-1,418 (-100%)
Value$0 (-$383.2K)
Filed 2026-10-26
Hartline Investment Corp/
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$367.6K)
Filed 2026-10-29
Colonial River Investments, LLC
CLOSED
Shares0 from 1,337
Change-1,337 (-100%)
Value$0 (-$361.5K)
Filed 2026-10-19
Sound Financial Strategies Group, LLC
CLOSED
Shares0 from 1,286
Change-1,286 (-100%)
Value$0 (-$347.6K)
Filed 2026-10-30
Tufton Capital Management
CLOSED
Shares0 from 1,155
Change-1,155 (-100%)
Value$0 (-$312.0K)
Filed 2026-10-20
Smart Wealth LLC
CLOSED
Shares0 from 1,106
Change-1,106 (-100%)
Value$0 (-$299.1K)
Filed 2026-11-04
Cabot Wealth Management Inc
CLOSED
Shares0 from 1,050
Change-1,050 (-100%)
Value$0 (-$283.8K)
Filed 2026-11-05
Avail Investment Partners, LLC
CLOSED
Shares0 from 1,036
Change-1,036 (-100%)
Value$0 (-$280.0K)
Filed 2026-10-16
Viewpoint Investment Partners Corp
CLOSED
Shares0 from 1,026
Change-1,026 (-100%)
Value$0 (-$280.2K)
Filed 2026-10-26
Jacobsen Capital Management
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$276.3K)
Filed 2026-10-27
Heritage Investment Group, Inc.
CLOSED
Shares0 from 1,021
Change-1,021 (-100%)
Value$0 (-$276.0K)
Filed 2026-11-03
Guardian Capital, LLC
CLOSED
Shares0 from 1,014
Change-1,014 (-100%)
Value$0 (-$274.1K)
Filed 2026-11-06
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,005
Change-1,005 (-100%)
Value$0 (-$271.7K)
Filed 2026-11-03
Brucke Financial, Inc.
CLOSED
Shares0 from 993
Change-993 (-100%)
Value$0 (-$268.4K)
Filed 2026-10-23
LexAurum Advisors, LLC
CLOSED
Shares0 from 986
Change-986 (-100%)
Value$0 (-$266.5K)
Filed 2026-10-19
J. Team Financial, Inc.
CLOSED
Shares0 from 983
Change-983 (-100%)
Value$0 (-$265.7K)
Filed 2026-11-03
Meadowbrook Wealth Management, LLC
CLOSED
Shares0 from 981
Change-981 (-100%)
Value$0 (-$264.3K)
Filed 2026-10-08
Dudley Capital Management, LLC
CLOSED
Shares0 from 959
Change-959 (-100%)
Value$0 (-$259.2K)
Filed 2026-10-23
Basso Capital Management, L.P.
CLOSED
Shares0 from 952
Change-952 (-100%)
Value$0 (-$257.3K)
Filed 2026-10-30
Sigma Investment Counselors Inc
CLOSED
Shares0 from 951
Change-951 (-100%)
Value$0 (-$257.1K)
Filed 2026-10-27
Sunburst Financial Group, LLC
CLOSED
Shares0 from 936
Change-936 (-100%)
Value$0 (-$253.0K)
Filed 2026-10-09
GSG Advisors LLC
CLOSED
Shares0 from 927
Change-927 (-100%)
Value$0 (-$250.5K)
Filed 2026-11-03
Watershed Private Wealth LLC
CLOSED
Shares0 from 917
Change-917 (-100%)
Value$0 (-$247.9K)
Filed 2026-10-30
Continuum Wealth Advisors, LLC
CLOSED
Shares0 from 914
Change-914 (-100%)
Value$0 (-$247.1K)
Filed 2026-10-20
Wealth Science Advisors LLC
CLOSED
Shares0 from 902
Change-902 (-100%)
Value$0 (-$243.8K)
Filed 2026-10-09
Purus Wealth Management, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$243.4K)
Filed 2026-10-15
Howard Financial Services, Ltd.
CLOSED
Shares0 from 898
Change-898 (-100%)
Value$0 (-$242.7K)
Filed 2026-10-15
Wellington Grp LLC
CLOSED
Shares0 from 879
Change-879 (-100%)
Value$0 (-$237.6K)
Filed 2026-11-06
Motive Wealth Advisors
CLOSED
Shares0 from 874
Change-874 (-100%)
Value$0 (-$236.3K)
Filed 2026-10-26
Columbia Advisory Partners LLC
CLOSED
Shares0 from 874
Change-874 (-100%)
Value$0 (-$236.3K)
Filed 2026-10-15
Founders Grove Wealth Partners, LLC
CLOSED
Shares0 from 873
Change-873 (-100%)
Value$0 (-$236.0K)
Filed 2026-10-16
Hoxton Planning & Management, LLC
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$235.8K)
Filed 2026-10-15
Advisory Advocates, LLC
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$235.2K)
Filed 2026-11-05
EagleClaw Capital Managment, LLC
CLOSED
Shares0 from 857
Change-857 (-100%)
Value$0 (-$231.7K)
Filed 2026-11-06
Joel Adams & Associates, Inc.
CLOSED
Shares0 from 855
Change-855 (-100%)
Value$0 (-$231.1K)
Filed 2026-11-02
ERn Financial, LLC
CLOSED
Shares0 from 853
Change-853 (-100%)
Value$0 (-$230.6K)
Filed 2026-10-28
AmeriServ Wealth Advisors
CLOSED
Shares0 from 853
Change-853 (-100%)
Value$0 (-$230.6K)
Filed 2026-10-21
Signature Wealth Management Partners, LLC
CLOSED
Shares0 from 849
Change-849 (-100%)
Value$0 (-$229.5K)
Filed 2026-10-21
Shum Financial Group, Inc.
CLOSED
Shares0 from 849
Change-849 (-100%)
Value$0 (-$229.5K)
Filed 2026-10-13
4J Wealth Management LLC
CLOSED
Shares0 from 848
Change-848 (-100%)
Value$0 (-$229.4K)
Filed 2026-11-02
Piedmont Capital Management, LLC
CLOSED
Shares0 from 846
Change-846 (-100%)
Value$0 (-$228.7K)
Filed 2026-10-21
Morton Capital Management LLC
CLOSED
Shares0 from 845
Change-845 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-23
Hofer & Associates. Inc
CLOSED
Shares0 from 844
Change-844 (-100%)
Value$0 (-$228.0K)
Filed 2026-10-13
Kelly Financial Services LLC
CLOSED
Shares0 from 842
Change-842 (-100%)
Value$0 (-$227.5K)
Filed 2026-10-20
Wealth Advisory Team LLC
CLOSED
Shares0 from 842
Change-842 (-100%)
Value$0 (-$227.7K)
Filed 2026-11-05
Emerald Advisors, LLC
CLOSED
Shares0 from 841
Change-841 (-100%)
Value$0 (-$227.5K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$226.5K)
Filed 2026-10-22
Argos Wealth Advisors, LLC
CLOSED
Shares0 from 837
Change-837 (-100%)
Value$0 (-$226.2K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 833
Change-833 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-15
Franklin, Parlapiano, Turner & Welch, LLC
CLOSED
Shares0 from 832
Change-832 (-100%)
Value$0 (-$224.9K)
Filed 2026-10-30
Armstrong, Fleming & Moore, Inc
CLOSED
Shares0 from 830
Change-830 (-100%)
Value$0 (-$224.4K)
Filed 2026-10-28
Rockingstone Advisors LLC
CLOSED
Shares0 from 830
Change-830 (-100%)
Value$0 (-$224.2K)
Filed 2026-10-16
Aufman Associates Inc
CLOSED
Shares0 from 829
Change-829 (-100%)
Value$0 (-$224.1K)
Filed 2026-11-04
Mitchell Sinkler & Starr
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-13
Sylvest Advisors, LLC
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-26
Acorn Creek Capital LLC
CLOSED
Shares0 from 824
Change-824 (-100%)
Value$0 (-$222.7K)
Filed 2026-11-05
Omni 360 Wealth, Inc.
CLOSED
Shares0 from 821
Change-821 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-13
Malaga Cove Capital, LLC
CLOSED
Shares0 from 820
Change-820 (-100%)
Value$0 (-$221.7K)
Filed 2026-10-23
Code Waechter LLC
CLOSED
Shares0 from 819
Change-819 (-100%)
Value$0 (-$221.4K)
Filed 2026-10-23
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 816
Change-816 (-100%)
Value$0 (-$220.7K)
Filed 2026-11-03
Flywheel Private Wealth LLC
CLOSED
Shares0 from 813
Change-813 (-100%)
Value$0 (-$219.8K)
Filed 2026-11-02
Thrive Capital Management, LLC
CLOSED
Shares0 from 812
Change-812 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-28
Stewardship Advisors, LLC
CLOSED
Shares0 from 811
Change-811 (-100%)
Value$0 (-$219.2K)
Filed 2026-10-20
Stronghold Wealth Management L.L.C.
CLOSED
Shares0 from 811
Change-811 (-100%)
Value$0 (-$219.2K)
Filed 2026-10-16
Private Client Services, LLC
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-02
Smith & Howard Wealth Management, LLC
CLOSED
Shares0 from 806
Change-806 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-27
Hapanowicz & Associates Financial Services, Inc
CLOSED
Shares0 from 806
Change-806 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-29
Wheelhouse Advisory Group LLC
CLOSED
Shares0 from 803
Change-803 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-20
Clay Northam Wealth Management, LLC
CLOSED
Shares0 from 803
Change-803 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-13
GuidedMoney, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-29
Ledgewood Wealth Advisors, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-09
Scott & Selber, Inc.
CLOSED
Shares0 from 799
Change-799 (-100%)
Value$0 (-$216.0K)
Filed 2026-10-21
Hibernia Wealth Partners, LLC
CLOSED
Shares0 from 794
Change-794 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-29
Mullaney, Keating & Wright, Inc.
CLOSED
Shares0 from 790
Change-790 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-19
Benchmark Financial Wealth Advisors, LLC
CLOSED
Shares0 from 787
Change-787 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-20
GenTrust, LLC
CLOSED
Shares0 from 786
Change-786 (-100%)
Value$0 (-$212.6K)
Filed 2026-11-06
Berman McAleer LLC
CLOSED
Shares0 from 781
Change-781 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-16
Powerhouse Assets LLC
CLOSED
Shares0 from 781
Change-781 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-19
Warren Street Wealth Advisors, LLC
CLOSED
Shares0 from 780
Change-780 (-100%)
Value$0 (-$210.9K)
Filed 2026-11-04
Shrier Wealth Management, LLC
CLOSED
Shares0 from 780
Change-780 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-20
Opal Wealth Advisors, LLC
CLOSED
Shares0 from 780
Change-780 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-16
Montis Financial, LLC
CLOSED
Shares0 from 777
Change-777 (-100%)
Value$0 (-$210.1K)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
CLOSED
Shares0 from 773
Change-773 (-100%)
Value$0 (-$208.8K)
Filed 2026-11-05
AGH Wealth Advisors, LLC
CLOSED
Shares0 from 772
Change-772 (-100%)
Value$0 (-$208.7K)
Filed 2026-10-26
Cambridge Advisors Inc.
CLOSED
Shares0 from 770
Change-770 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-19
DeLarme Wealth Management, Inc.
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-30
Split Creek LLC DBA Split Creek Capital LLC
CLOSED
Shares0 from 765
Change-765 (-100%)
Value$0 (-$206.8K)
Filed 2026-11-02
NovaPoint Capital, LLC
CLOSED
Shares0 from 760
Change-760 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-22
Clarity Wealth Advisors, LLC
CLOSED
Shares0 from 757
Change-757 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-21
Pacific Capital Wealth Advisors, Inc.
CLOSED
Shares0 from 753
Change-753 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-22
GenWealth Group, Inc.
CLOSED
Shares0 from 752
Change-752 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-16
Middleton & Co Inc
CLOSED
Shares0 from 746
Change-746 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-23
Rasp Wealth Solutions, LLC
CLOSED
Shares0 from 745
Change-745 (-100%)
Value$0 (-$201.3K)
Filed 2026-11-06
Triton Wealth Management, Pllc
CLOSED
Shares0 from 745
Change-745 (-100%)
Value$0 (-$207.3K)
Filed 2026-11-04
Linden Thomas Advisory Services, LLC
CLOSED
Shares0 from 743
Change-743 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-19
Cascade Investment Group, Inc.
CLOSED
Shares0 from 742
Change-742 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-13
Manske Wealth Management
CLOSED
Shares0 from 742
Change-742 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 741
Change-741 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-27
Keating Investment Counselors Inc
CLOSED
Shares0 from 740
Change-740 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-14
Robinswood Financial LLC
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$136.0K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$133.3K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 (-$128.0K)
Filed 2026-10-16
Solstein Capital, LLC
CLOSED
Shares0 from 422
Change-422 (-100%)
Value$0 (-$114.1K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 388
Change-388 (-100%)
Value$0 (-$104.9K)
Filed 2026-10-26
Stone House Investment Management, LLC
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$97.3K)
Filed 2026-10-23
Bayforest Capital Ltd
CLOSED
Shares0 from 351
Change-351 (-100%)
Value$0 (-$94.9K)
Filed 2026-11-03
Obsidian CIO, LLC
CLOSED
Shares0 from 297
Change-297 (-100%)
Value$0 (-$80.2K)
Filed 2026-11-05
Knuff & Co LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$67.6K)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$60.6K)
Filed 2026-10-29
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$54.1K)
Filed 2026-11-05
Marquette Asset Management, LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$25.7K)
Filed 2026-10-09
3 Factor Indexing, LLC
CLOSED
Shares0 from 84
Change-84 (-100%)
Value$0 (-$22.7K)
Filed 2026-10-15
Merrithew & Thorsten Inc
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$20)
Filed 2026-11-06
RHL Group, LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$19.2K)
Filed 2026-11-04
Activest Wealth Management
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-28
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 ($0)
Filed 2026-11-06
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.0M (-$81.1K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 55,436,039
Change-55,436,039 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 46,396,692
Change-46,396,692 (-100%)
Value—
State Street Corp
N/A
Shares— from 36,080,505
Change-36,080,505 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 31,923,726
Change-31,923,726 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 18,781,589
Change-18,781,589 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,027,364
Change-15,027,364 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,997,796
Change-10,997,796 (-100%)
Value—
Norges Bank
N/A
Shares— from 9,878,380
Change-9,878,380 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 9,024,883
Change-9,024,883 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 8,961,454
Change-8,961,454 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,050,084
Change-8,050,084 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,920,784
Change-7,920,784 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,617,829
Change-6,617,829 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 6,201,372
Change-6,201,372 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,839,330
Change-5,839,330 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,825,310
Change-5,825,310 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,936,117
Change-4,936,117 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,402,074
Change-4,402,074 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,327,412
Change-4,327,412 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 4,265,113
Change-4,265,113 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,252,478
Change-4,252,478 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,241,907
Change-4,241,907 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 3,989,106
Change-3,989,106 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,823,762
Change-3,823,762 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,192,355
Change-3,192,355 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,075,944
Change-3,075,944 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,941,956
Change-2,941,956 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 2,829,158
Change-2,829,158 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,760,907
Change-2,760,907 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,633,219
Change-2,633,219 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,003,620
Change-2,003,620 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,931,973
Change-1,931,973 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,921,933
Change-1,921,933 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,827,503
Change-1,827,503 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,784,065
Change-1,784,065 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,733,640
Change-1,733,640 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,677,928
Change-1,677,928 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,660,611
Change-1,660,611 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,658,379
Change-1,658,379 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,593,399
Change-1,593,399 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,555,550
Change-1,555,550 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,535,486
Change-1,535,486 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,503,324
Change-1,503,324 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,471,725
Change-1,471,725 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,362,336
Change-1,362,336 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,347,459
Change-1,347,459 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,301,300
Change-1,301,300 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,297,547
Change-1,297,547 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,277,630
Change-1,277,630 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,227,938
Change-1,227,938 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,226,181
Change-1,226,181 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,187,567
Change-1,187,567 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,120,534
Change-1,120,534 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,082,082
Change-1,082,082 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,075,537
Change-1,075,537 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,005,629
Change-1,005,629 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 986,141
Change-986,141 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 905,681
Change-905,681 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 863,208
Change-863,208 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 859,590
Change-859,590 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 806,975
Change-806,975 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 803,614
Change-803,614 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 797,683
Change-797,683 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 793,438
Change-793,438 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 719,989
Change-719,989 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 709,228
Change-709,228 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 670,642
Change-670,642 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 645,216
Change-645,216 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 639,678
Change-639,678 (-100%)
Value—
Aviva PLC
N/A
Shares— from 621,713
Change-621,713 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 602,121
Change-602,121 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 601,383
Change-601,383 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 584,204
Change-584,204 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 561,308
Change-561,308 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 559,286
Change-559,286 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 542,209
Change-542,209 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 535,723
Change-535,723 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 519,232
Change-519,232 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 518,626
Change-518,626 (-100%)
Value—
Commerce Bank
N/A
Shares— from 516,595
Change-516,595 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 499,492
Change-499,492 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 489,118
Change-489,118 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 485,550
Change-485,550 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 485,446
Change-485,446 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 481,667
Change-481,667 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 478,918
Change-478,918 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 467,119
Change-467,119 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 444,702
Change-444,702 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 428,466
Change-428,466 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 416,981
Change-416,981 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 406,940
Change-406,940 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 403,939
Change-403,939 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 402,353
Change-402,353 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 400,964
Change-400,964 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 400,212
Change-400,212 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 389,485
Change-389,485 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 388,584
Change-388,584 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 378,797
Change-378,797 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 369,319
Change-369,319 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 364,770
Change-364,770 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 362,689
Change-362,689 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 362,486
Change-362,486 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 357,206
Change-357,206 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 356,482
Change-356,482 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 356,324
Change-356,324 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 356,131
Change-356,131 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 353,887
Change-353,887 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 352,443
Change-352,443 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 351,136
Change-351,136 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 341,576
Change-341,576 (-100%)
Value—
Blair William & Co
N/A
Shares— from 340,138
Change-340,138 (-100%)
Value—
Gates Foundation Trust
N/A
Shares— from 334,900
Change-334,900 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 332,102
Change-332,102 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 329,820
Change-329,820 (-100%)
Value—
&partners
N/A
Shares— from 328,339
Change-328,339 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 325,190
Change-325,190 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 325,059
Change-325,059 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 322,901
Change-322,901 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 314,953
Change-314,953 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 312,177
Change-312,177 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 311,452
Change-311,452 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 301,865
Change-301,865 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 298,688
Change-298,688 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 296,123
Change-296,123 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 295,704
Change-295,704 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 282,614
Change-282,614 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 280,637
Change-280,637 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 268,899
Change-268,899 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 268,772
Change-268,772 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 260,220
Change-260,220 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 254,579
Change-254,579 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 252,216
Change-252,216 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 249,568
Change-249,568 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 248,396
Change-248,396 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 243,605
Change-243,605 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 240,000
Change-240,000 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 237,621
Change-237,621 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 235,590
Change-235,590 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 235,438
Change-235,438 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 234,766
Change-234,766 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 231,246
Change-231,246 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 228,554
Change-228,554 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 225,570
Change-225,570 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 225,117
Change-225,117 (-100%)
Value—
Man Group plc
N/A
Shares— from 224,019
Change-224,019 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 215,445
Change-215,445 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 211,809
Change-211,809 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 207,231
Change-207,231 (-100%)
Value—
ING Groep NV
N/A
Shares— from 205,790
Change-205,790 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 205,364
Change-205,364 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 202,569
Change-202,569 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 198,568
Change-198,568 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 197,407
Change-197,407 (-100%)
Value—
Hook Mill Capital Partners, LP
N/A
Shares— from 196,990
Change-196,990 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 194,402
Change-194,402 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 193,183
Change-193,183 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 187,589
Change-187,589 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 185,866
Change-185,866 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 183,849
Change-183,849 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 179,770
Change-179,770 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 179,749
Change-179,749 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 175,985
Change-175,985 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 169,676
Change-169,676 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 166,169
Change-166,169 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 164,365
Change-164,365 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 164,200
Change-164,200 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 162,543
Change-162,543 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 162,541
Change-162,541 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 159,744
Change-159,744 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 158,937
Change-158,937 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 155,783
Change-155,783 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 144,728
Change-144,728 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 144,718
Change-144,718 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 144,666
Change-144,666 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 144,126
Change-144,126 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 142,276
Change-142,276 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 141,708
Change-141,708 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 141,386
Change-141,386 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 141,045
Change-141,045 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 139,362
Change-139,362 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 138,896
Change-138,896 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 135,331
Change-135,331 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 134,213
Change-134,213 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 134,000
Change-134,000 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 129,859
Change-129,859 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 129,215
Change-129,215 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 128,699
Change-128,699 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 128,112
Change-128,112 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 128,026
Change-128,026 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 127,603
Change-127,603 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 127,578
Change-127,578 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 123,658
Change-123,658 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 123,562
Change-123,562 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 123,424
Change-123,424 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 122,723
Change-122,723 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 120,757
Change-120,757 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 119,544
Change-119,544 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 115,914
Change-115,914 (-100%)
Value—
Prudential PLC
N/A
Shares— from 115,560
Change-115,560 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 115,177
Change-115,177 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 115,144
Change-115,144 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 114,584
Change-114,584 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 114,450
Change-114,450 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 111,656
Change-111,656 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 110,979
Change-110,979 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 110,708
Change-110,708 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 109,358
Change-109,358 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 109,265
Change-109,265 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 108,734
Change-108,734 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 107,826
Change-107,826 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 106,681
Change-106,681 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 106,530
Change-106,530 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 106,265
Change-106,265 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 104,889
Change-104,889 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 104,670
Change-104,670 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 104,467
Change-104,467 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 104,016
Change-104,016 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 102,557
Change-102,557 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 102,142
Change-102,142 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 101,980
Change-101,980 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 100,566
Change-100,566 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 99,360
Change-99,360 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 96,686
Change-96,686 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 96,376
Change-96,376 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 96,006
Change-96,006 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 96,001
Change-96,001 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 95,655
Change-95,655 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 95,029
Change-95,029 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 94,590
Change-94,590 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 94,452
Change-94,452 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 94,300
Change-94,300 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 93,852
Change-93,852 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 92,654
Change-92,654 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 92,620
Change-92,620 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 92,437
Change-92,437 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 92,225
Change-92,225 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 92,150
Change-92,150 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 90,528
Change-90,528 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 89,087
Change-89,087 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 88,939
Change-88,939 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 88,884
Change-88,884 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 88,602
Change-88,602 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 87,982
Change-87,982 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 87,697
Change-87,697 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 87,536
Change-87,536 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 86,050
Change-86,050 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 85,591
Change-85,591 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 85,500
Change-85,500 (-100%)
Value—
Stephens Inc
N/A
Shares— from 85,155
Change-85,155 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 84,990
Change-84,990 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 84,094
Change-84,094 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 82,011
Change-82,011 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 81,010
Change-81,010 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 80,956
Change-80,956 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 80,837
Change-80,837 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 77,830
Change-77,830 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 75,874
Change-75,874 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 73,839
Change-73,839 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 72,369
Change-72,369 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 70,917
Change-70,917 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 70,908
Change-70,908 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 70,826
Change-70,826 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 70,636
Change-70,636 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 69,832
Change-69,832 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 69,626
Change-69,626 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 69,605
Change-69,605 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 68,382
Change-68,382 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 67,643
Change-67,643 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 67,183
Change-67,183 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 66,795
Change-66,795 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 66,051
Change-66,051 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 65,316
Change-65,316 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 65,215
Change-65,215 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 63,844
Change-63,844 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 61,750
Change-61,750 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 61,202
Change-61,202 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 60,407
Change-60,407 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 56,807
Change-56,807 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 56,643
Change-56,643 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 56,297
Change-56,297 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 56,227
Change-56,227 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 56,145
Change-56,145 (-100%)
Value—
Carlson Capital, L.P.
N/A
Shares— from 55,976
Change-55,976 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 55,788
Change-55,788 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 55,625
Change-55,625 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 55,595
Change-55,595 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 54,979
Change-54,979 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 53,145
Change-53,145 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 53,137
Change-53,137 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 52,321
Change-52,321 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 52,192
Change-52,192 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 51,553
Change-51,553 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 50,947
Change-50,947 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 50,279
Change-50,279 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 49,738
Change-49,738 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 49,728
Change-49,728 (-100%)
Value—
EFG International AG
N/A
Shares— from 49,425
Change-49,425 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 49,177
Change-49,177 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 48,830
Change-48,830 (-100%)
Value—
Allstate Corp
N/A
Shares— from 48,570
Change-48,570 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 48,295
Change-48,295 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 48,228
Change-48,228 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 48,190
Change-48,190 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 47,960
Change-47,960 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 45,673
Change-45,673 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 45,557
Change-45,557 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 45,410
Change-45,410 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 45,129
Change-45,129 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 44,596
Change-44,596 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 44,421
Change-44,421 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 43,127
Change-43,127 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 43,114
Change-43,114 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 42,878
Change-42,878 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 42,642
Change-42,642 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 41,072
Change-41,072 (-100%)
Value—
Capital International LTD
N/A
Shares— from 40,770
Change-40,770 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 40,668
Change-40,668 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 40,656
Change-40,656 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 40,256
Change-40,256 (-100%)
Value—
BNP Paribas
N/A
Shares— from 40,033
Change-40,033 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 39,612
Change-39,612 (-100%)
Value—
Allianz SE
N/A
Shares— from 39,001
Change-39,001 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 38,350
Change-38,350 (-100%)
Value—
United Bank
N/A
Shares— from 38,013
Change-38,013 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 37,996
Change-37,996 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 37,930
Change-37,930 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 37,333
Change-37,333 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 37,218
Change-37,218 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 37,056
Change-37,056 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 36,974
Change-36,974 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 36,807
Change-36,807 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 36,726
Change-36,726 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 36,720
Change-36,720 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 36,224
Change-36,224 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 35,234
Change-35,234 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 35,112
Change-35,112 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 34,183
Change-34,183 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 33,966
Change-33,966 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 33,930
Change-33,930 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 33,734
Change-33,734 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 33,731
Change-33,731 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 33,334
Change-33,334 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 32,986
Change-32,986 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 32,784
Change-32,784 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 32,342
Change-32,342 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 32,077
Change-32,077 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 32,030
Change-32,030 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 31,896
Change-31,896 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,882
Change-31,882 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 31,793
Change-31,793 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 31,766
Change-31,766 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 31,719
Change-31,719 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 31,549
Change-31,549 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 31,302
Change-31,302 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 31,093
Change-31,093 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 31,032
Change-31,032 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 30,456
Change-30,456 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 29,955
Change-29,955 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 29,935
Change-29,935 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 29,745
Change-29,745 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 29,698
Change-29,698 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 29,542
Change-29,542 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 29,526
Change-29,526 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 29,023
Change-29,023 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 28,461
Change-28,461 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 28,457
Change-28,457 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 28,406
Change-28,406 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 28,070
Change-28,070 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 27,958
Change-27,958 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 27,810
Change-27,810 (-100%)
Value—
Summitry LLC
N/A
Shares— from 27,800
Change-27,800 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 27,791
Change-27,791 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 27,469
Change-27,469 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 27,285
Change-27,285 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 27,178
Change-27,178 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 27,054
Change-27,054 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 26,771
Change-26,771 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 26,442
Change-26,442 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 26,394
Change-26,394 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 26,261
Change-26,261 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 25,856
Change-25,856 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 25,575
Change-25,575 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 25,522
Change-25,522 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 25,477
Change-25,477 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 25,336
Change-25,336 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 25,260
Change-25,260 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 25,099
Change-25,099 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 25,011
Change-25,011 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 24,694
Change-24,694 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 24,010
Change-24,010 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 23,995
Change-23,995 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 23,946
Change-23,946 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 23,869
Change-23,869 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 23,867
Change-23,867 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 23,617
Change-23,617 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 23,508
Change-23,508 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 23,484
Change-23,484 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 23,436
Change-23,436 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 23,166
Change-23,166 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 23,121
Change-23,121 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 23,054
Change-23,054 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 23,054
Change-23,054 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 22,780
Change-22,780 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 22,778
Change-22,778 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 22,772
Change-22,772 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 22,439
Change-22,439 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 22,407
Change-22,407 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 22,329
Change-22,329 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 22,163
Change-22,163 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 22,049
Change-22,049 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 21,910
Change-21,910 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 21,894
Change-21,894 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 21,871
Change-21,871 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 21,681
Change-21,681 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 21,643
Change-21,643 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 21,529
Change-21,529 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 21,486
Change-21,486 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 21,402
Change-21,402 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 21,399
Change-21,399 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 21,396
Change-21,396 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 20,818
Change-20,818 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 20,733
Change-20,733 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 20,604
Change-20,604 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 20,562
Change-20,562 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 20,554
Change-20,554 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 20,199
Change-20,199 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 20,090
Change-20,090 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 19,917
Change-19,917 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 19,800
Change-19,800 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 19,677
Change-19,677 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 19,653
Change-19,653 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 19,498
Change-19,498 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 19,475
Change-19,475 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 19,437
Change-19,437 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 19,336
Change-19,336 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 19,284
Change-19,284 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 19,258
Change-19,258 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 19,219
Change-19,219 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,178
Change-19,178 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 19,028
Change-19,028 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 18,735
Change-18,735 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 18,728
Change-18,728 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 18,616
Change-18,616 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 18,601
Change-18,601 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 18,425
Change-18,425 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 18,423
Change-18,423 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,391
Change-18,391 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 18,263
Change-18,263 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 17,774
Change-17,774 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 17,765
Change-17,765 (-100%)
Value—
Motco
N/A
Shares— from 17,426
Change-17,426 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 17,354
Change-17,354 (-100%)
Value—
Partners Group Holding AG
N/A
Shares— from 17,161
Change-17,161 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 17,139
Change-17,139 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 16,880
Change-16,880 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 16,791
Change-16,791 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 16,753
Change-16,753 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 16,596
Change-16,596 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 16,495
Change-16,495 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 16,323
Change-16,323 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 16,207
Change-16,207 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 16,201
Change-16,201 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,164
Change-16,164 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 16,135
Change-16,135 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 16,005
Change-16,005 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 15,831
Change-15,831 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 15,790
Change-15,790 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 15,676
Change-15,676 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 15,607
Change-15,607 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 15,545
Change-15,545 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,479
Change-15,479 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 15,309
Change-15,309 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 15,226
Change-15,226 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 15,181
Change-15,181 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 15,101
Change-15,101 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 15,027
Change-15,027 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 15,014
Change-15,014 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14,962
Change-14,962 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 14,962
Change-14,962 (-100%)
Value—
JCP Investment Management, LLCA
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 14,678
Change-14,678 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 14,665
Change-14,665 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 14,654
Change-14,654 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 14,631
Change-14,631 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 14,589
Change-14,589 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 14,480
Change-14,480 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 14,465
Change-14,465 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 14,424
Change-14,424 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 14,398
Change-14,398 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 14,376
Change-14,376 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 14,321
Change-14,321 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 14,296
Change-14,296 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 14,253
Change-14,253 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,098
Change-14,098 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 14,089
Change-14,089 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 14,085
Change-14,085 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 14,005
Change-14,005 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 13,954
Change-13,954 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 13,863
Change-13,863 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 13,859
Change-13,859 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 13,814
Change-13,814 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 13,680
Change-13,680 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 13,618
Change-13,618 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 13,457
Change-13,457 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 13,411
Change-13,411 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,236
Change-13,236 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 13,119
Change-13,119 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 12,984
Change-12,984 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 12,890
Change-12,890 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 12,695
Change-12,695 (-100%)
Value—
Tabor Asset Management, LP
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 12,579
Change-12,579 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 12,569
Change-12,569 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 12,522
Change-12,522 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,504
Change-12,504 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 12,396
Change-12,396 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 12,334
Change-12,334 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 12,294
Change-12,294 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 12,246
Change-12,246 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 11,996
Change-11,996 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 11,965
Change-11,965 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 11,934
Change-11,934 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 11,898
Change-11,898 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,849
Change-11,849 (-100%)
Value—
GHE, LLC
N/A
Shares— from 11,817
Change-11,817 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 11,783
Change-11,783 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 11,757
Change-11,757 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 11,573
Change-11,573 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 11,407
Change-11,407 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 11,215
Change-11,215 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 11,019
Change-11,019 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 11,009
Change-11,009 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 10,710
Change-10,710 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 10,694
Change-10,694 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 10,691
Change-10,691 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 10,662
Change-10,662 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 10,637
Change-10,637 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,636
Change-10,636 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,624
Change-10,624 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,605
Change-10,605 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 10,452
Change-10,452 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 10,428
Change-10,428 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 10,414
Change-10,414 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 10,396
Change-10,396 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 10,390
Change-10,390 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 10,366
Change-10,366 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 10,349
Change-10,349 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,282
Change-10,282 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 10,280
Change-10,280 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 10,171
Change-10,171 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 10,092
Change-10,092 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 9,996
Change-9,996 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 9,956
Change-9,956 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 9,955
Change-9,955 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,913
Change-9,913 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 9,832
Change-9,832 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 9,822
Change-9,822 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 9,777
Change-9,777 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 9,429
Change-9,429 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,292
Change-9,292 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 9,094
Change-9,094 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 9,089
Change-9,089 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 9,063
Change-9,063 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 8,913
Change-8,913 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 8,874
Change-8,874 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 8,801
Change-8,801 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 8,742
Change-8,742 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 8,590
Change-8,590 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,511
Change-8,511 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 8,494
Change-8,494 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 8,489
Change-8,489 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 8,489
Change-8,489 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 8,476
Change-8,476 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
S&CO Inc
N/A
Shares— from 8,445
Change-8,445 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 8,345
Change-8,345 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 8,296
Change-8,296 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 8,268
Change-8,268 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 8,181
Change-8,181 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 8,139
Change-8,139 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 8,137
Change-8,137 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 8,124
Change-8,124 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 8,110
Change-8,110 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 8,008
Change-8,008 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 7,997
Change-7,997 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 7,963
Change-7,963 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 7,865
Change-7,865 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 7,864
Change-7,864 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,794
Change-7,794 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,748
Change-7,748 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 7,729
Change-7,729 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Simmons Bank
N/A
Shares— from 7,716
Change-7,716 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
FIL Ltd
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,436
Change-7,436 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 7,412
Change-7,412 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 7,363
Change-7,363 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 7,250
Change-7,250 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,248
Change-7,248 (-100%)
Value—
CNB Bank
N/A
Shares— from 7,245
Change-7,245 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 7,211
Change-7,211 (-100%)
Value—
NWI Management LP
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,137
Change-7,137 (-100%)
Value—
Masterton Capital Management, LP
N/A
Shares— from 7,120
Change-7,120 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 7,106
Change-7,106 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 7,103
Change-7,103 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 7,004
Change-7,004 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 6,943
Change-6,943 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 6,943
Change-6,943 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 6,926
Change-6,926 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 6,852
Change-6,852 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,849
Change-6,849 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 6,834
Change-6,834 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 6,817
Change-6,817 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 6,780
Change-6,780 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 6,770
Change-6,770 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 6,709
Change-6,709 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 6,673
Change-6,673 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,605
Change-6,605 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,509
Change-6,509 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
Dodge & COX
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 6,392
Change-6,392 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 6,388
Change-6,388 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,373
Change-6,373 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 6,324
Change-6,324 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 6,316
Change-6,316 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 6,171
Change-6,171 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 6,148
Change-6,148 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 6,134
Change-6,134 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 6,113
Change-6,113 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 6,068
Change-6,068 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 6,048
Change-6,048 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 5,953
Change-5,953 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 5,919
Change-5,919 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 5,862
Change-5,862 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 5,837
Change-5,837 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,688
Change-5,688 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 5,648
Change-5,648 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,528
Change-5,528 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 5,514
Change-5,514 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 5,486
Change-5,486 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 5,346
Change-5,346 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 5,309
Change-5,309 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 5,262
Change-5,262 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Ossiam
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 5,018
Change-5,018 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,972
Change-4,972 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 4,912
Change-4,912 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 4,893
Change-4,893 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 4,793
Change-4,793 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 4,764
Change-4,764 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 4,760
Change-4,760 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 4,757
Change-4,757 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,739
Change-4,739 (-100%)
Value—
Members Trust Co
N/A
Shares— from 4,736
Change-4,736 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,589
Change-4,589 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,537
Change-4,537 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 4,532
Change-4,532 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Ames National Corp
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 4,305
Change-4,305 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 4,276
Change-4,276 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,224
Change-4,224 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,118
Change-4,118 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 4,110
Change-4,110 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
Rogco, LP
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 4,027
Change-4,027 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 3,957
Change-3,957 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 3,904
Change-3,904 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
Bank OZK
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 3,558
Change-3,558 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3,534
Change-3,534 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,398
Change-3,398 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,351
Change-3,351 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 3,109
Change-3,109 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,069
Change-3,069 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 2,810
Change-2,810 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Bank of Marin
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,316
Change-2,316 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
American Trust
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 2,117
Change-2,117 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 980
Change-980 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 976
Change-976 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 968
Change-968 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 959
Change-959 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 955
Change-955 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 952
Change-952 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 936
Change-936 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 933
Change-933 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 924
Change-924 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 920
Change-920 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 907
Change-907 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 901
Change-901 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 894
Change-894 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 878
Change-878 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 865
Change-865 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 864
Change-864 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 856
Change-856 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 850
Change-850 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 844
Change-844 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 840
Change-840 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 837
Change-837 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 835
Change-835 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 824
Change-824 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 820
Change-820 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 819
Change-819 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 815
Change-815 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 803
Change-803 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 803
Change-803 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 797
Change-797 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 789
Change-789 (-100%)
Value—
Calydon Capital
N/A
Shares— from 788
Change-788 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 786
Change-786 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 774
Change-774 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 774
Change-774 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 759
Change-759 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 754
Change-754 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 751
Change-751 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 747
Change-747 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 745
Change-745 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 741
Change-741 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 631
Change-631 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 616
Change-616 (-100%)
Value—
Quarry LP
N/A
Shares— from 609
Change-609 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
S&T Bank
N/A
Shares— from 566
Change-566 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 535
Change-535 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 488
Change-488 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 467
Change-467 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 460
Change-460 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 457
Change-457 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 436
Change-436 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 425
Change-425 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 356
Change-356 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 331
Change-331 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 314
Change-314 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 272
Change-272 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 267
Change-267 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 266
Change-266 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 264
Change-264 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 257
Change-257 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 251
Change-251 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 241
Change-241 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 228
Change-228 (-100%)
Value—
Toews Corp
N/A
Shares— from 225
Change-225 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 223
Change-223 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 212
Change-212 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 177
Change-177 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 166
Change-166 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 165
Change-165 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 165
Change-165 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 160
Change-160 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 147
Change-147 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 140
Change-140 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 125
Change-125 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 123
Change-123 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 116
Change-116 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 96
Change-96 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 76
Change-76 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 40
Change-40 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 37
Change-37 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 20
Change-20 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 19
Change-19 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 10
Change-10 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED20,960,04518,114,553+2,845,492+16%$4.9B$4.8B-$49.5M2026-11-06
Bank of New York Mellon Corp
DECREASED4,902,2585,028,581-126,323-3%$1.4B$1.1B-$227.1M2026-11-05
Amundi
DECREASED3,427,5583,520,334-92,776-3%$951.6M$791.6M-$160.0M2026-11-06
Barclays PLC
INCREASED2,637,4182,487,804+149,614+6%$672.5M$609.1M-$63.4M2026-11-06
PNC Financial Services Group, Inc.
DECREASED2,347,0382,549,428-202,390-8%$689.1M$542.0M-$147.1M2026-11-06
Deutsche Bank Ag\
DECREASED2,095,6982,193,436-97,738-4%$592.9M$484.0M-$108.9M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,965,9121,859,191+106,721+6%$502.6M$454.0M-$48.6M2026-11-05
Dimensional Fund Advisors LP
DECREASED1,927,5531,936,562-9,0090%$523.4M$445.2M-$78.2M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,836,4591,886,789-50,330-3%$510.0M$424.1M-$85.9M2026-10-29
LPL Financial LLC
INCREASED1,689,9171,688,819+1,098+0%$456.5M$390.3M-$66.2M2026-11-06
DekaBank Deutsche Girozentrale
INCREASED1,545,8821,021,608+524,274+51%$315.9K$361.6K+$45.7K2026-10-27
Swedbank AB
INCREASED1,160,7401,075,354+85,386+8%$290.7M$268.1M-$22.6M2026-10-27
Citigroup Inc
DECREASED1,147,0651,223,108-76,043-6%$330.6M$264.9M-$65.7M2026-11-04
Banque Pictet & CIE SA
DECREASED1,045,3671,047,998-2,6310%$283.3M$241.4M-$41.9M2026-10-16
Flossbach VON Storch SE
INCREASED1,009,034622,833+386,201+62%$168.4M$233.0M+$64.7M2026-10-28
US Bancorp \de\
DECREASED826,968858,357-31,389-4%$232.0M$191.0M-$41.0M2026-11-05
ProShare Advisors LLC
INCREASED825,799738,820+86,979+12%$199.7M$190.7M-$9.0M2026-10-29
Principal Financial Group Inc
DECREASED753,201820,773-67,572-8%$221.9M$173.9M-$47.9M2026-11-02
Fifth Third Bancorp
DECREASED701,961745,821-43,860-6%$201.6M$162.1M-$39.5M2026-11-05
MacKenzie Financial Corp
DECREASED662,401736,107-73,706-10%$199.0M$153.0M-$46.0M2026-11-02
B. Metzler seel. Sohn & Co. AG
INCREASED656,965631,407+25,558+4%$170.7M$151.7M-$19.0M2026-10-30
Eurizon Capital SGR S.p.A.
DECREASED640,331641,876-1,5450%$173.1M$148.3M-$24.8M2026-11-06
Davenport & Co LLC
INCREASED567,730410,517+157,213+38%$110.7M$131.5M+$20.8M2026-10-14
Pictet Asset Management Holding SA
INCREASED558,997481,377+77,620+16%$130.1M$129.1M-$1.0M2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
INCREASED524,341217,149+307,192+141%$58.6M$121.4M+$62.8M2026-10-29
Bahl & Gaynor LLC
DECREASED511,087525,783-14,696-3%$142.1M$118.0M-$24.1M2026-11-05
Russell Investments Group, Ltd.
DECREASED496,383608,256-111,873-18%$164.1M$114.8M-$49.2M2026-11-06
New York State Teachers Retirement System
DECREASED487,563518,182-30,619-6%$140.1M$112.6K-$140.0M2026-10-22
UniSuper Management Pty Ltd
DECREASED485,607518,590-32,983-6%$140.2M$112.1M-$28.0M2026-10-26
Cincinnati Financial Corp
UNCHANGED447,638447,63800%$121.0M$103.4M-$17.6M2026-11-03
Asset Management One Co., Ltd.
INCREASED433,944425,184+8,760+2%$114.9M$100.2M-$14.7M2026-10-27
Commonwealth Equity Services, LLC
DECREASED426,981446,538-19,557-4%$120.7M$98.6M-$22.1M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED407,788299,919+107,869+36%$81.2M$95.1M+$13.9M2026-10-13
Creative Planning
DECREASED394,517414,358-19,841-5%$112.0M$91.1M-$20.9M2026-11-02
Everett Harris & Co
INCREASED392,248392,002+246+0%$106.0M$90.6M-$15.4M2026-10-28
Cincinnati Insurance Co
UNCHANGED389,000389,00000%$105.2M$89.8M-$15.3M2026-11-03
TD Waterhouse Canada Inc.
DECREASED380,631441,443-60,812-14%$119.0M$90.3M-$28.8M2026-10-16
Truist Financial Corp
DECREASED367,577382,775-15,198-4%$103.5M$84.9M-$18.6M2026-10-30
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED354,816353,365+1,451+0%$95.5M$81.9M-$13.6M2026-10-20
Compagnie Lombard Odier SCmA
INCREASED351,822320,756+31,066+10%$86.7M$81.2M-$5.5M2026-11-04
Keybank National Association
DECREASED345,155355,282-10,127-3%$96.0M$79.7M-$16.3M2026-11-04
AMF Tjanstepension AB
UNCHANGED319,360319,36000%$86.3M$73.8M-$12.6M2026-10-22
Focused Investors LLC
DECREASED308,600367,800-59,200-16%$99.4M$71.3M-$28.2M2026-10-30
PFA Pension, Forsikringsaktieselskab
DECREASED295,135367,327-72,192-20%$99.3M$68.2M-$31.1M2026-11-06
Welch & Forbes LLC
DECREASED293,303298,932-5,629-2%$80.8M$67.7M-$13.1M2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED289,458320,160-30,702-10%$86.5M$66.8M-$19.7M2026-10-15
AGF Management LTD
INCREASED288,381286,957+1,424+1%$77.6M$66.6M-$11.0M2026-11-03
Fort Washington Investment Advisors Inc
DECREASED280,099281,514-1,4150%$76.1M$64.7M-$11.4M2026-10-15
Fisher Asset Management, LLC
DECREASED270,291314,072-43,781-14%$84.9M$62.4M-$22.5M2026-11-06
Midwest Trust Co
INCREASED266,837237,515+29,322+12%$64.2M$61.6M-$2.6M2026-10-22
BCV Asset Management Inc.
INCREASED265,555117,396+148,159+126%$31.4M$61.6M+$30.1M2026-11-06
Regions Financial Corp
DECREASED262,679290,102-27,423-9%$78.4M$60.7M-$17.8M2026-11-05
CIBC Asset Management Inc
DECREASED256,383266,624-10,241-4%$72.0M$59.2M-$12.8M2026-11-05
Roffman Miller Associates Inc
INCREASED252,721148,471+104,250+70%$40.1M$34.1M-$6.0M2026-10-19
J. Safra Sarasin Holding AG
INCREASED237,928222,165+15,763+7%$67.8M$70.2M+$2.4M2026-10-26
Swiss Life Asset Management Ltd
DECREASED237,835251,750-13,915-6%$68.1M$54.9M-$13.1M2026-11-03
Nykredit A/S
DECREASED237,406239,500-2,094-1%$64.7M$54.8M-$9.9M2026-11-06
Welch Group, LLC
INCREASED234,482224,805+9,677+4%$60.8M$54.2M-$6.6M2026-10-29
Strs Ohio
DECREASED231,227244,387-13,160-5%$66.1M$53.4M-$12.7M2026-10-30
State of New Jersey Common Pension Fund D
UNCHANGED229,962229,96200%$62.2M$53.1M-$9.1M2026-11-05
Vest Financial, LLC
INCREASED226,522198,728+27,794+14%$53.7M$52.3M-$1.4M2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED224,199213,282+10,917+5%$57.7M$51.8K-$57.6M2026-11-02
Daiwa Securities Group Inc.
INCREASED213,152208,269+4,883+2%$56.3M$49.2M-$7.1M2026-10-29
Mn Services Vermogensbeheer B.V.
INCREASED210,599206,999+3,600+2%$56.0M$48.6K-$55.9M2026-10-08
Kestra Advisory Services, LLC
INCREASED208,813204,586+4,227+2%$55.3M$48.2M-$7.1M2026-11-02
Nisa Investment Advisors, LLC
INCREASED206,497203,377+3,120+2%$55.0M$47.7M-$7.3M2026-10-20
Nicholas Company, Inc.
DECREASED203,815203,920-1050%$55.1M$47.1M-$8.1M2026-11-05
Czech National Bank
INCREASED203,323202,237+1,086+1%$54.7M$47.0M-$7.7M2026-10-13
Assenagon Asset Management S.A.
DECREASED202,047556,267-354,220-64%$150.4M$46.7M-$103.7M2026-10-15
Arizona State Retirement System
INCREASED199,792197,122+2,670+1%$53.3M$46.1M-$7.1M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED198,383172,716+25,667+15%$46.7M$45.8M-$872.3K2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED196,396187,914+8,482+5%$50.6M$45.5M-$5.1M2026-11-04
Virginia Retirement Systems ET Al
DECREASED194,949258,769-63,820-25%$69.9M$45.0M-$24.9M2026-10-28
Old Republic International Corp
DECREASED185,803196,150-10,347-5%$53.0K$42.9K-$10.1K2026-10-26
Smith Chas P & Associates PA Cpas
INCREASED185,303171,686+13,617+8%$46.4M$45.0M-$1.4M2026-10-22
State of Michigan Retirement System
DECREASED177,815181,915-4,100-2%$49.2M$41.1M-$8.1M2026-10-27
Calamos Advisors LLC
INCREASED177,760175,000+2,760+2%$47.3M$41.1M-$6.3M2026-11-02
IFM Investors Pty Ltd
INCREASED158,874157,274+1,600+1%$42.5M$36.7M-$5.8M2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED156,342156,931-5890%$42.4M$36.1M-$6.3M2026-11-03
Miller Howard Investments Inc
DECREASED155,676195,848-40,172-21%$52.9M$36.0M-$17.0M2026-10-26
Park National Corp
INCREASED154,310139,722+14,588+10%$37.8M$35.6M-$2.1M2026-10-05
B&D White Capital Company, LLC
INCREASED153,88079,510+74,370+94%$21.5M$35.5M+$14.0M2026-11-02
SEB Asset Management AB
DECREASED151,027151,929-902-1%$41.1M$34.9M-$6.2M2026-11-04
Conning Inc.
INCREASED150,150135,117+15,033+11%$36.5M$34.7M-$1.8M2026-10-27
Retirement Systems of Alabama
DECREASED148,397149,263-866-1%$40.3M$34.3M-$6.1M2026-11-04
ABN Amro Investment Solutions
INCREASED143,689121,464+22,225+18%$32.8M$33.2M+$350.6K2026-10-21
Gradient Investments LLC
INCREASED138,769122,566+16,203+13%$33.1M$32.0M-$1.1M2026-10-08
KBC Group NV
INCREASED138,652134,799+3,853+3%$36.4M$32.0K-$36.4M2026-10-22
Exchange Traded Concepts, LLC
INCREASED135,99941,672+94,327+226%$11.3M$31.4M+$20.1M2026-10-28
Xponance LLC
INCREASED135,911129,425+6,486+5%$35.0M$31.4M-$3.6M2026-11-03
Gateway Investment Advisers LLC
INCREASED134,778134,396+382+0%$36.3M$31.1M-$5.2M2026-10-13
Factory Mutual Insurance Co
DECREASED134,200134,800-6000%$36.4M$31.0M-$5.4M2026-10-30
Neos Investment Management LLC
INCREASED132,683115,562+17,121+15%$31.2M$30.6M-$595.8K2026-11-04
CKW Financial Group
DECREASED127,351127,550-1990%$34.4M$29.5K-$34.3M2026-10-29
Rakuten Investment Management, Inc.
INCREASED127,200116,204+10,996+9%$31.0M$29.8M-$1.3M2026-10-30
MassMutual Private Wealth & Trust, FSB
INCREASED126,418126,293+125+0%$34.1M$29.2M-$4.9M2026-10-05
UMB Bank, n.a.
DECREASED124,237128,168-3,931-3%$34.6M$28.7M-$6.0M2026-11-06
Amalgamated Bank
DECREASED120,274124,028-3,754-3%$33.5M$27.8K-$33.5M2026-10-23
Absher Wealth Management, LLC
INCREASED118,58191,300+27,281+30%$24.7M$27.4M+$2.7M2026-11-02
D.A. Davidson & Co.
DECREASED118,115138,467-20,352-15%$37.4M$27.3M-$10.2M2026-10-28
Guyasuta Investment Advisors Inc
INCREASED115,082109,576+5,506+5%$29.6M$26.6M-$3.0M2026-10-15
Glenview Trust Co
INCREASED114,518113,110+1,408+1%$30.6M$26.4M-$4.1M2026-10-28
Tandem Investment Advisors, Inc.
DECREASED113,696137,575-23,879-17%$37.2M$26.3M-$10.9M2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED110,984124,355-13,371-11%$33.6M$25.6M-$8.0M2026-10-19
Heritage Investors Management Corp
INCREASED108,889106,897+1,992+2%$28.9M$25.1K-$28.9M2026-10-29
OP Asset Management Ltd
INCREASED105,70077,854+27,846+36%$21.0M$24.4M+$3.4M2026-11-05
New York Life Investment Management LLC
DECREASED105,471105,960-4890%$28.6M$24.4M-$4.3M2026-11-04
Lido Advisors, LLC
DECREASED105,350108,180-2,830-3%$29.2M$24.3M-$4.9M2026-11-04
Cullen T Bankers, Inc.
INCREASED103,574100,539+3,035+3%$27.2M$23.9M-$3.3M2026-10-28
Quintet Private Bank (Europe) S.A.
INCREASED101,8879,380+92,507+986%$2.5M$23.5M+$21.0M2026-10-08
Crossmark Global Holdings, Inc.
DECREASED100,977107,343-6,366-6%$29.0M$23.3M-$5.7M2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED100,597104,968-4,371-4%$28.4M$23.2M-$5.1M2026-10-23
Associated Banc-Corp
DECREASED99,435101,071-1,636-2%$27.3M$23.0M-$4.4M2026-10-30
Bank Pictet & Cie (Europe) AG
INCREASED98,92397,996+927+1%$26.5M$22.8M-$3.6M2026-10-20
Vestor Capital, LLC
INCREASED98,72327+98,696+365541%$53$2.9K+$2.8K2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED96,97496,953+21+0%$26.2M$22.4M-$3.8M2026-10-05
ASR Vermogensbeheer N.V.
INCREASED95,61992,292+3,327+4%$24.9M$22.1M-$2.9M2026-10-16
Concurrent Investment Advisors, LLC
INCREASED95,55280,457+15,095+19%$21.7M$22.1M+$318.6K2026-10-16
Corda Investment Management, Llc.
INCREASED94,18389,124+5,059+6%$24.1M$21.8M-$2.3M2026-10-22
Meyer Handelman Co
DECREASED92,67294,264-1,592-2%$25.5M$21.4M-$4.1M2026-10-28
Americana Partners, LLC
INCREASED90,18687,484+2,702+3%$23.6M$20.8M-$2.8M2026-10-28
Alps Advisors Inc
DECREASED90,018101,520-11,502-11%$27.4M$20.8M-$6.7M2026-11-03
First Horizon Corp
DECREASED89,34389,858-515-1%$24.3M$20.6M-$3.7M2026-10-26
Union Bancaire Privee, UBP SA
DECREASED88,10590,971-2,866-3%$26.4M$24.2M-$2.2M2026-11-04
Oregon Public Employees Retirement Fund
DECREASED87,00187,348-3470%$23.6M$20.1M-$3.5M2026-10-30
Mather Group, Llc.
INCREASED84,88769,735+15,152+22%$18.9M$19.6M+$753.8K2026-10-14
Kanawha Capital Management LLC
INCREASED83,01081,424+1,586+2%$22.0M$19.2M-$2.8M2026-10-19
Henshaw Capital LLC
DECREASED82,519124,169-41,650-34%$33.6M$19.1M-$14.5M2026-11-03
HB Wealth Management, LLC
DECREASED81,91482,678-764-1%$22.3M$18.9M-$3.4M2026-10-23
Bokf, NA
DECREASED79,32785,837-6,510-8%$23.2M$18.3M-$4.9M2026-10-27
Yousif Capital Management, LLC
INCREASED78,23977,784+455+1%$21.0M$18.1M-$3.0M2026-10-22
OpenArc Corporate Advisory, LLC
DECREASED76,42580,510-4,085-5%$21.8M$17.6M-$4.1M2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED76,30176,533-2320%$20.7M$17.6M-$3.1M2026-11-05
Vontobel Holding Ltd.
INCREASED75,84660,022+15,824+26%$16.2M$17.5M+$1.3M2026-10-16
Adams Diversified Equity Fund, Inc.
UNCHANGED74,40074,40000%$20.1M$17.2M-$2.9M2026-10-21
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED74,32470,924+3,400+5%$19.2M$17.2M-$2.0M2026-11-06
Northeast Investment Management
DECREASED74,25476,356-2,102-3%$20.6M$17.1M-$3.5M2026-10-30
Mutual of America Capital Management LLC
DECREASED73,87274,678-806-1%$20.2M$17.1M-$3.1M2026-10-23
Central Trust Co
DECREASED73,74476,003-2,259-3%$20.5M$17.0M-$3.5M2026-11-05
TrinityBridge Ltd
INCREASED73,64472,035+1,609+2%$19.5M$17.0K-$19.4M2026-10-30
Atria Investments, Inc
INCREASED73,13364,048+9,085+14%$17.3M$16.9M-$423.5K2026-10-15
Beaumont Financial Advisors, LLC
DECREASED72,70473,325-621-1%$19.8M$16.8M-$3.0M2026-10-22
Kornitzer Capital Management Inc
INCREASED72,45344,068+28,385+64%$11.9M$16.7M+$4.8M2026-11-03
Savant Capital, LLC
DECREASED71,610106,672-35,062-33%$30.9M$16.5M-$14.4M2026-11-06
Farmers & Merchants Investments Inc
INCREASED70,78668,407+2,379+3%$18.5M$16.3M-$2.1M2026-10-22
Anchor Capital Advisors LLC
INCREASED70,28566,370+3,915+6%$17.9M$16.2M-$1.7M2026-11-05
Wendell David Associates Inc
DECREASED69,91171,366-1,455-2%$19.3M$16.1K-$19.3M2026-10-27
Principle Wealth Partners LLC
INCREASED69,60869,482+126+0%$18.8M$16.1M-$2.7M2026-11-02
Natixis
INCREASED69,05621,129+47,927+227%$5.7M$15.9M+$10.2M2026-11-06
State of Alaska, Department of Revenue
DECREASED67,03369,617-2,584-4%$18.8M$15.5K-$18.8M2026-10-15
Allworth Financial LP
INCREASED65,83149,259+16,572+34%$13.3M$17.8M+$4.5M2026-11-06
Candriam S.C.A.
DECREASED65,30285,429-20,127-24%$23.1M$15.1M-$7.9M2026-11-03
First National Trust Co
DECREASED64,82966,904-2,075-3%$18.1M$15.0M-$3.1M2026-10-28
Kestra Private Wealth Services, LLC
DECREASED63,14665,692-2,546-4%$17.8M$14.6M-$3.2M2026-11-06
Matrix Asset Advisors Inc
INCREASED63,00612,335+50,671+411%$3.3M$14.6M+$11.2M2026-10-13
Prospera Financial Services Inc
DECREASED62,88566,075-3,190-5%$17.9M$16.2M-$1.6M2026-11-04
Waycross Partners, LLC
INCREASED62,73960,315+2,424+4%$16.3M$14.5M-$1.8M2026-11-03
Willis Investment Counsel
DECREASED61,28584,485-23,200-27%$22.8M$14.2M-$8.7M2026-10-20
Westchester Capital Management, Inc.
INCREASED59,49655,692+3,804+7%$15.1M$13.7M-$1.3M2026-10-23
Beese Fulmer Investment Management, Inc.
INCREASED59,44958,472+977+2%$15.8M$13.7M-$2.1M2026-10-23
Confluence Investment Management LLC
DECREASED59,36265,853-6,491-10%$17.8M$13.7M-$4.1M2026-10-01
KCM Investment Advisors LLC
DECREASED59,08760,362-1,275-2%$16.3M$13.6M-$2.7M2026-10-27
Segment Wealth Management, LLC
INCREASED58,98357,577+1,406+2%$15.6M$13.6M-$1.9M2026-10-26
Aberdeen Group plc
DECREASED58,876551,642-492,766-89%$149.1M$50.3M-$98.8M2026-11-06
NBT Bank, N.A.
DECREASED58,76160,954-2,193-4%$16.5M$13.6M-$2.9M2026-10-21
Oppenheimer & Co Inc
DECREASED58,75659,064-308-1%$16.0M$13.6M-$2.4M2026-10-26
Choreo, LLC
DECREASED58,73259,819-1,087-2%$16.2M$13.6M-$2.6M2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED58,31158,866-555-1%$15.9M$13.5M-$2.4M2026-10-22
Apollon Wealth Management, LLC
INCREASED57,30555,716+1,589+3%$15.1M$13.2M-$1.8M2026-10-23
Vantage Investment Partners, LLC
INCREASED56,25555,670+585+1%$15.0M$13.0M-$2.1M2026-10-27
Intact Investment Management Inc.
DECREASED55,97159,961-3,990-7%$16.2M$12.9M-$3.3M2026-11-03
Venture Visionary Partners LLC
INCREASED54,65953,636+1,023+2%$14.5M$12.6M-$1.9M2026-10-07
Tompkins Financial Corp
DECREASED54,43154,789-358-1%$14.8M$12.6M-$2.2M2026-10-05
Robeco Institutional Asset Management B.V.
DECREASED54,22054,299-790%$14.7M$12.5M-$2.2M2026-10-20
Gulf International Bank (UK) Ltd
UNCHANGED54,08954,08900%$14.6M$12.5K-$14.6M2026-10-20
Eastern Bank
DECREASED53,923145,989-92,066-63%$39.5M$12.5M-$27.0M2026-10-05
Salem Investment Counselors Inc
INCREASED53,72853,115+613+1%$14.4M$12.4M-$1.9M2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED53,55259,404-5,852-10%$16.1M$12.4M-$3.7M2026-10-23
Cullinan Associates Inc
INCREASED52,74248,623+4,119+8%$13.1M$12.2M-$963.0K2026-11-03
Imc-Chicago, LLC
DECREASED52,62983,031-30,402-37%$22.4M$12.2M-$10.3M2026-11-05
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED52,53254,776-2,244-4%$14.8M$12.1M-$2.7M2026-10-13
Assetmark, Inc
DECREASED51,53355,876-4,343-8%$15.1M$11.9M-$3.2M2026-10-21
Palisade Asset Management, LLC
DECREASED51,33052,377-1,047-2%$14.2M$11.9M-$2.3M2026-11-03
Pinnacle Associates LTD
DECREASED51,17852,037-859-2%$14.1M$11.8M-$2.2M2026-10-20
Merit Financial Group, LLC
INCREASED51,03145,211+5,820+13%$12.2M$11.8M-$435.8K2026-11-06
Harbour Trust & Investment Management Co
DECREASED50,39650,948-552-1%$13.8M$11.6M-$2.1M2026-10-28
Stockman Wealth Management, Inc.
INCREASED50,24248,872+1,370+3%$13.2M$11.6M-$1.6M2026-10-27
Pictet North America Advisors SA
INCREASED49,77645,743+4,033+9%$12.4M$11.5M-$869.5K2026-10-21
Cutler Investment Counsel LLC
DECREASED49,15950,409-1,250-2%$13.6M$11.4M-$2.3M2026-10-28
Carnegie Investment Counsel
INCREASED48,95848,926+32+0%$13.2M$11.3M-$1.9M2026-10-20
SteelPeak Wealth, LLC
INCREASED48,47632,439+16,037+49%$8.8M$11.2M+$2.4M2026-10-16
Boston Trust Walden Corp
DECREASED48,25349,991-1,738-3%$13.5M$11.1M-$2.4M2026-10-30
Clearstead Advisors, LLC
DECREASED48,06648,477-411-1%$13.1M$11.1M-$2.0M2026-11-06
Ag2r LA Mondiale Gestion D'actifs
INCREASED48,00631,238+16,768+54%$8.4M$11.1M+$2.6M2026-10-26
Rockland Trust Co
DECREASED47,83251,170-3,338-7%$13.8M$11.0M-$2.8M2026-10-05
Burns J W & Co Inc
INCREASED47,60645,870+1,736+4%$12.4M$11.0M-$1.4M2026-10-20
Guardian Partners Inc.
INCREASED47,44247,037+405+1%$12.7M$11.0M-$1.8M2026-10-21
Richard C. Young & Co., Ltd.
DECREASED45,97846,025-470%$12.4M$10.6M-$1.8M2026-11-04
Fulton Breakefield Broenniman LLC
DECREASED45,12747,038-1,911-4%$12.7M$10.4M-$2.3M2026-11-03
GW Henssler & Associates LTD
DECREASED45,07646,075-999-2%$12.5M$10.4M-$2.0M2026-10-26
Thrivent Financial for Lutherans
UNCHANGED44,87444,87400%$12.1M$10.4K-$12.1M2026-11-05
Isthmus Partners, LLC
INCREASED44,74444,182+562+1%$11.9M$10.3M-$1.6M2026-10-21
Congress Asset Management Co
DECREASED44,33546,088-1,753-4%$12.5M$10.2M-$2.2M2026-10-06
Jacobs & Co
INCREASED44,30343,227+1,076+2%$11.7K$10.2K-$1.5K2026-10-09
Atwater Malick LLC
DECREASED44,09144,823-732-2%$12.1M$10.2M-$1.9M2026-10-15
Trust Co of Vermont
DECREASED43,72545,688-1,963-4%$12.3M$10.1M-$2.3M2026-10-21
Maryland State Retirement & Pension System
INCREASED43,71738,370+5,347+14%$10.4M$10.1M-$275.8K2026-11-05
Bryn Mawr Trust Advisors, LLC
DECREASED43,57045,382-1,812-4%$12.3M$10.1M-$2.2M2026-11-04
BLB&B Advisors, LLC
INCREASED43,45339,159+4,294+11%$10.6M$10.0M-$550.0K2026-10-27
Kinsale Capital Group, Inc.
INCREASED43,30942,284+1,025+2%$11.4M$10.0M-$1.4M2026-11-04
Perigon Wealth Management, LLC
DECREASED43,18263,589-20,407-32%$17.2M$10.0M-$7.2M2026-10-22
Fiera Capital Corp
DECREASED43,03560,705-17,670-29%$16.4M$9.9M-$6.5M2026-11-06
Old National Bancorp
DECREASED42,63843,045-407-1%$11.6M$9.8M-$1.8M2026-10-20
HS Management Partners, LLC
DECREASED42,39551,094-8,699-17%$13.8M$9.8M-$4.0M2026-11-05
Achmea Investment Management B.V.
NEW41,966—+41,966——$9.7M—2026-10-30
Camden National Bank
DECREASED41,90842,022-1140%$11.4M$9.7M-$1.7M2026-11-02
Chicago Partners Investment Group LLC
INCREASED41,73932,061+9,678+30%$8.4M$10.4M+$1.9M2026-10-27
Busey Bank
DECREASED41,61142,574-963-2%$11.5M$9.6M-$1.9M2026-10-26
Aprio Wealth Management, LLC
INCREASED41,37437,534+3,840+10%$10.1M$9.6M-$590.8K2026-10-28
Washington Trust Co
INCREASED41,17339,761+1,412+4%$10.7M$9.5M-$1.2M2026-10-22
Oppenheimer Asset Management Inc.
INCREASED40,19937,693+2,506+7%$10.2M$9.3M-$905.2K2026-10-27
Visionary Wealth Advisors
INCREASED40,01935,503+4,516+13%$9.6M$9.2M-$355.0K2026-11-04
Viking Fund Management LLC
INCREASED40,00025,000+15,000+60%$6.8M$9.2M+$2.5M2026-10-14
IFP Advisors, Inc
INCREASED39,41032,263+7,147+22%$8.7M$9.1M+$380.3K2026-10-16
Sky Investment Group LLC
INCREASED39,12332,874+6,249+19%$8.9M$9.0M+$148.7K2026-10-30
Stokes Capital Advisors, LLC
INCREASED39,00138,095+906+2%$10.3M$9.0M-$1.3M2026-10-09
Moody Lynn Lieberson & Walker, LLC
INCREASED38,51237,799+713+2%$10.2M$8.9M-$1.3M2026-10-14
Farther Finance Advisors, LLC
INCREASED38,22738,133+94+0%$10.3M$8.8M-$1.5M2026-10-08
Jamison Private Wealth Management, Inc.
INCREASED38,14236,421+1,721+5%$9.8M$8.8M-$1.0M2026-10-14
Monarch Capital Management Inc
INCREASED37,97437,652+322+1%$10.2M$8.8M-$1.4M2026-10-19
Hartford Investment Management Co
DECREASED37,87039,261-1,391-4%$10.6M$8.7M-$1.9M2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED37,48034,120+3,360+10%$9.2M$8.7M-$567.3K2026-10-16
Culbertson A N & Co Inc
INCREASED36,87335,877+996+3%$9.7M$8.5M-$1.2M2026-10-21
Patrick Mauro Investment Advisor, Inc.
INCREASED36,79331,269+5,524+18%$8.5M$8.5M+$44.8K2026-11-06
CX Institutional
DECREASED36,44439,602-3,158-8%$10.7K$8.4K-$2.3K2026-10-02
Mattern Capital Management, LLC
INCREASED36,30731,907+4,400+14%$8.6M$8.4M-$240.0K2026-11-02
GoalVest Advisory LLC
INCREASED36,2925,676+30,616+539%$1.5M$1.4M-$164.3K2026-10-02
J.W. Cole Advisors, Inc.
DECREASED36,19036,770-580-2%$9.9M$8.4M-$1.6M2026-11-05
Trust Co of Toledo NA
DECREASED36,14337,429-1,286-3%$10.1M$8.3M-$1.8M2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED36,09039,139-3,049-8%$10.6M$8.3M-$2.2M2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED36,04634,366+1,680+5%$9.3M$8.3M-$964.8K2026-11-05
Vise Technologies, Inc.
INCREASED35,84730,307+5,540+18%$8.2M$8.3M+$86.2K2026-10-29
Daymark Wealth Partners, LLC
DECREASED35,68835,864-1760%$9.7M$8.2M-$1.5M2026-11-04
Bailard, Inc.
DECREASED35,52135,846-325-1%$9.7M$8.2M-$1.5M2026-10-13
New Mexico Educational Retirement Board
UNCHANGED35,41935,41900%$9.6M$8.2K-$9.6M2026-11-05
Louisiana State Employees Retirement System
DECREASED34,80036,300-1,500-4%$9.8M$8.0M-$1.8M2026-10-20
Whitener Capital Management, Inc.
INCREASED34,46033,453+1,007+3%$9.0M$8.0M-$1.1M2026-10-15
HUB Investment Partners, LLC
DECREASED34,16736,466-2,299-6%$9.9M$7.9M-$2.0M2026-11-03
Oak Harvest Investment Services
INCREASED34,12732,176+1,951+6%$8.7M$7.9M-$816.1K2026-10-20
Lynch & Associates
DECREASED33,59134,126-535-2%$9.2M$7.8M-$1.5M2026-10-13
Canandaigua National Bank & Trust Co
DECREASED33,49233,672-180-1%$9.1M$7.7M-$1.4M2026-10-07
Diversify Advisory Services, LLC
DECREASED33,27733,754-477-1%$9.1M$8.1M-$1.1M2026-10-20
Diversify Wealth Management, LLC
DECREASED33,27733,754-477-1%$9.1M$8.1M-$1.1M2026-10-20
Wedbush Securities Inc
INCREASED33,21430,196+3,018+10%$8.2M$7.7K-$8.2M2026-10-22
First Fiduciary Investment Counsel, Inc.
DECREASED32,88734,557-1,670-5%$9.3M$7.6K-$9.3M2026-10-27
Y-Intercept (Hong Kong) Ltd
DECREASED32,51938,443-5,924-15%$10.4M$7.5M-$2.9M2026-10-16
Modera Wealth Management, LLC
DECREASED32,45932,777-318-1%$8.9M$7.5M-$1.4M2026-10-28
Caldwell Trust Co
DECREASED32,35434,014-1,660-5%$9.2M$7.5M-$1.7M2026-10-30
Hohimer Wealth Management, LLC
INCREASED32,32419,317+13,007+67%$5.2M$7.5M+$2.2M2026-11-04
Capital Investment Advisors, LLC
DECREASED32,24533,148-903-3%$9.0M$7.4M-$1.5M2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED31,06336,036-4,973-14%$9.7M$7.2M-$2.6M2026-11-05
Brookstone Capital Management
INCREASED30,92128,777+2,144+7%$7.8M$7.1M-$637.7K2026-10-22
Linscomb Wealth, Inc.
DECREASED30,68930,876-187-1%$8.3M$7.1M-$1.3M2026-11-05
James Investment Research, Inc.
DECREASED30,42731,066-639-2%$8.4M$7.0M-$1.4M2026-10-22
Lincoln Capital LLC
DECREASED30,20430,324-1200%$8.2M$7.0M-$1.2M2026-10-09
Bath Savings Trust Co
DECREASED30,07031,934-1,864-6%$8.6M$6.9M-$1.7M2026-10-07
Level Four Advisory Services, LLC
DECREASED30,02832,146-2,118-7%$8.7M$6.9M-$1.8M2026-11-06
Great Lakes Advisors, LLC
DECREASED30,02730,494-467-2%$8.2M$6.9M-$1.3M2026-11-06
Sowell Financial Services LLC
INCREASED29,67825,071+4,607+18%$6.8M$6.9M+$76.9K2026-10-23
Advocate Group LLC
INCREASED29,65728,930+727+3%$7.8M$6.8M-$971.0K2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED29,29529,29500%$7.9M$7.9M$02026-10-15
Greenwood Capital Associates LLC
DECREASED28,77429,711-937-3%$8.0M$6.6M-$1.4M2026-10-27
Community Bank & Trust, Waco, Texas
INCREASED28,59625,142+3,454+14%$6.8M$6.6K-$6.8M2026-10-19
Citizens Financial Group Inc
DECREASED28,51131,112-2,601-8%$8.4M$6.6M-$1.8M2026-10-23
Turtle Creek Wealth Advisors, LLC
DECREASED28,39563,139-34,744-55%$17.1M$6.6M-$10.5M2026-10-15
Oak Thistle LLC
INCREASED28,38616,959+11,427+67%$4.6M$6.6M+$2.0M2026-10-21
Savoir Faire Capital Management, L.P.
DECREASED28,02831,188-3,160-10%$8.4M$6.5M-$2.0M2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED27,86627,366+500+2%$7.4M$6.4M-$961.9K2026-10-27
Cornerstone Wealth Group, LLC
DECREASED27,77827,900-1220%$7.5M$6.4M-$1.1M2026-11-02
Financial & Tax Architects, LLC
INCREASED27,69724,782+2,915+12%$6.7M$6.4M-$302.6K2026-10-15
Perennial Advisors, LLC
DECREASED27,39228,095-703-2%$7.6M$6.3M-$1.3M2026-10-13
Florida Trust Wealth Management Co
DECREASED27,12827,681-553-2%$7.5M$6.3M-$1.2M2026-11-05
Crestwood Advisors Group, LLC
DECREASED27,11829,410-2,292-8%$7.9M$6.3M-$1.7M2026-10-27
Albion Financial Group
DECREASED27,02928,051-1,022-4%$7.6M$6.2M-$1.3M2026-10-21
Kimelman & Baird, LLC
UNCHANGED26,90126,90100%$7.3M$6.2M-$1.1M2026-11-03
Fifth Third Wealth Advisors LLC
DECREASED26,54929,054-2,505-9%$7.9M$6.1M-$1.7M2026-10-22
YHB Investment Advisors, Inc.
DECREASED26,26026,517-257-1%$7.2M$6.1M-$1.1M2026-10-08
Chesley Taft & Associates LLC
DECREASED26,23228,389-2,157-8%$7.7M$6.1M-$1.6M2026-10-13
Stablepoint Partners, LLC
INCREASED26,11823,041+3,077+13%$6.2M$6.0M-$196.6K2026-11-03
Fideuram Asset Management (Ireland) dac
DECREASED26,01927,607-1,588-6%$8.0M$6.9M-$1.1M2026-10-29
Tokio Marine Asset Management Co LTD
INCREASED25,99225,122+870+3%$6.8M$6.0M-$788.1K2026-10-26
Levin Capital Strategies, L.P.
INCREASED25,88113,537+12,344+91%$3.7M$6.0M+$2.3M2026-11-02
Chatham Capital Group, Inc.
DECREASED25,59825,678-800%$6.9M$5.9M-$1.0M2026-10-16
Valicenti Advisory Services Inc
INCREASED25,56825,250+318+1%$6.8K$5.9K-$9202026-10-23
Altrius Capital Management Inc
NEW25,147—+25,147——$5.8M—2026-11-05
Inspire Trust Co, N.A.
INCREASED24,70012,000+12,700+106%$3.2M$5.7M+$2.5M2026-11-05
VestGen Advisors, LLC
DECREASED24,63126,540-1,909-7%$7.2M$5.7M-$1.5M2026-10-27
Park Avenue Securities LLC
DECREASED24,62029,090-4,470-15%$7.9M$5.7K-$7.9M2026-10-26
Global Wealth Management Investment Advisory, Inc.
INCREASED24,41220,395+4,017+20%$5.5M$5.6M+$124.9K2026-11-04
iA Global Asset Management Inc.
INCREASED24,3351,150+23,185+2016%$311.0K$5.6K-$305.4K2026-10-29
Edge Wealth Management LLC
DECREASED24,28224,312-300%$6.6M$5.6M-$947.8K2026-10-13
Matauro, LLC
NEW24,262—+24,262——$5.6M—2026-11-03
First Merchants Corp
DECREASED24,18025,673-1,493-6%$6.9M$5.6M-$1.4M2026-10-15
Leelyn Smith, LLC
INCREASED24,15622,975+1,181+5%$6.2M$5.6M-$632.0K2026-11-03
Global X Japan Co., Ltd.
DECREASED24,03827,719-3,681-13%$7.5M$5.6M-$1.9M2026-10-21
Poehling Capital Management, Inc.
INCREASED23,9341,455+22,479+1545%$393.3K$5.5M+$5.1M2026-10-20
Money Concepts Capital Corp
INCREASED23,80921,968+1,841+8%$5.9M$5.5M-$439.8K2026-11-06
Toth Financial Advisory Corp
DECREASED23,70529,170-5,465-19%$7.9M$5.5M-$2.4M2026-10-08
Ethic Inc.
DECREASED23,59824,512-914-4%$6.6M$5.4M-$1.2M2026-11-03
Marble Harbor Investment Counsel, LLC
DECREASED23,53824,544-1,006-4%$6.6M$5.4M-$1.2M2026-11-06
Wesbanco Bank Inc
DECREASED23,53125,582-2,051-8%$6.9M$5.4M-$1.5M2026-11-04
Parsons Capital Management Inc
DECREASED23,51124,222-711-3%$6.5M$5.4M-$1.1M2026-10-28
Illinois Municipal Retirement Fund
DECREASED23,39429,006-5,612-19%$7.8M$5.4M-$2.4M2026-11-05
S-Bank Fund Management Ltd
INCREASED23,29423,134+160+1%$6.3M$5.4M-$873.8K2026-11-06
Ashton Thomas Private Wealth, LLC
INCREASED23,26222,513+749+3%$6.1M$5.4M-$713.2K2026-11-03
Sawgrass Asset Management LLC
DECREASED23,08723,205-118-1%$6.3M$5.3M-$940.8K2026-11-03
SBI Securities Co., Ltd.
INCREASED23,04820,172+2,876+14%$5.5M$5.3M-$130.0K2026-10-22
Montag A & Associates Inc
DECREASED22,74726,644-3,897-15%$7.2M$5.3M-$1.9M2026-10-29
Eliot Finkel Investment Counsel, LLC
UNCHANGED22,68522,68500%$6.1M$5.2M-$893.1K2026-11-03
Mission Wealth Management, LP
DECREASED22,68425,947-3,263-13%$7.0M$5.2M-$1.8M2026-10-15
Secure Asset Management, LLC
INCREASED22,59016,379+6,211+38%$4.4M$5.2M+$789.5K2026-10-19
Coston, McIsaac & Partners
DECREASED22,58223,542-960-4%$6.4M$5.2M-$1.1M2026-11-06
Allen Investment Management, LLC
UNCHANGED22,51622,51600%$6.1M$5.2M-$886.5K2026-11-03
Neville Rodie & Shaw Inc
DECREASED22,32222,410-880%$6.1K$5.2K-$9022026-10-05
Davis-Rea Ltd.
DECREASED22,29522,396-1010%$6.1M$5.1M-$905.1K2026-10-13
Dana Investment Advisors, Inc.
INCREASED22,23320,751+1,482+7%$5.6M$5.1M-$474.7K2026-11-06
E. Ohman J:or Asset Management AB
INCREASED22,12919,979+2,150+11%$5.4M$5.1M-$290.1K2026-10-22
Pinkerton Wealth, LLC
INCREASED22,00917,673+4,336+25%$5.5M$5.1M-$409.9K2026-10-29
Hamel Associates, Inc.
INCREASED21,95421,025+929+4%$5.7M$5.1M-$613.2K2026-11-06
Telos Capital Management, Inc.
INCREASED21,88221,681+201+1%$5.9M$5.1M-$807.2K2026-11-02
MGO One Seven LLC
DECREASED21,87421,950-760%$5.9M$5.1M-$881.9K2026-10-28
LMG Wealth Partners, LLC
INCREASED21,85220,313+1,539+8%$5.5M$5.0M-$444.3K2026-11-05
North Dakota State Investment Board
INCREASED21,75221,256+496+2%$5.7M$5.0M-$722.3K2026-10-27
Masterinvest Kapitalanlage GmbH
DECREASED21,73721,817-800%$5.9M$5.0M-$877.4K2026-11-03
Simplicity Wealth,LLC
INCREASED21,55216,378+5,174+32%$4.4M$5.0M+$550.2K2026-10-23
True Freedom Investing, LLC
INCREASED21,53916,995+4,544+27%$5.3M$5.0M-$307.9K2026-10-29
Parcion Private Wealth LLC
DECREASED21,51921,964-445-2%$5.9M$5.0M-$967.4K2026-10-28
First Interstate Bank
DECREASED21,34122,086-745-3%$6.0M$4.9M-$1.0M2026-10-23
Penn Davis Mcfarland Inc
UNCHANGED21,01421,01400%$5.7M$4.9M-$827.3K2026-10-23
New Hampshire Trust
INCREASED20,96420,319+645+3%$5.5M$4.8M-$651.0K2026-10-20
Lorne Steinberg Wealth Management Inc.
INCREASED20,95020,470+480+2%$5.5M$4.8M-$695.1K2026-10-23
King Luther Capital Management Corp
DECREASED20,92825,286-4,358-17%$6.8M$4.8M-$2.0M2026-11-05
Benedict Financial Advisors Inc
DECREASED20,88320,993-110-1%$5.7M$4.8M-$851.7K2026-10-07
Asset One Wealth Management LLC
INCREASED20,83918,661+2,178+12%$4.9M$4.8M-$131.6K2026-11-02
Laurel Wealth Advisors LLC
INCREASED20,61320,036+577+3%$5.4M$4.8M-$655.5K2026-10-27
Mechanics Bank Trust Department
DECREASED20,55123,914-3,363-14%$6.5M$4.7M-$1.7M2026-10-13
Adell Harriman & Carpenter Inc
DECREASED20,42521,183-758-4%$5.7M$4.7M-$1.0M2026-11-02
Royal Fund Management, LLC
INCREASED20,40419,543+861+4%$5.3M$4.7M-$570.6K2026-10-22
RFG Advisory, LLC
INCREASED20,38812,872+7,516+58%$3.5M$4.7M+$1.2M2026-11-03
City Holding Co
INCREASED20,22919,713+516+3%$5.3M$4.7M-$656.8K2026-10-19
Searle & Co.
DECREASED20,20021,925-1,725-8%$5.9M$4.7M-$1.3M2026-11-04
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED20,11820,11800%$5.4M$4.6M-$792.0K2026-11-06
Physicians Financial Services, Inc.
DECREASED20,10620,476-370-2%$5.5M$4.6K-$5.5M2026-11-04
Addenda Capital Inc.
UNCHANGED20,00020,00000%$5.4M$4.6M-$787.4K2026-10-13
Jacobi Capital Management LLC
INCREASED19,93917,801+2,138+12%$4.8M$4.6M-$207.1K2026-11-05
Alta Capital Management LLC/
INCREASED19,91217,685+2,227+13%$4.8M$4.6M-$181.9K2026-10-26
Spring Capital Management, LLC
INCREASED19,89119,682+209+1%$5.3M$4.6M-$726.6K2026-10-09
Southland Equity Partners LLC
DECREASED19,85920,026-167-1%$5.4M$4.6M-$826.9K2026-10-14
Boit C F David
UNCHANGED19,80019,80000%$5.4M$4.6M-$779.5K2026-10-29
Letson Investment Management, Inc.
DECREASED19,79720,090-293-1%$5.4M$4.6M-$858.6K2026-11-05
AlphaCore Capital LLC
INCREASED19,78819,607+181+1%$5.3M$4.6M-$730.2K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED19,71020,617-907-4%$5.6M$4.6M-$1.0M2026-10-27
LBP AM SA
DECREASED19,68338,014-18,331-48%$10.3M$4.5M-$5.7M2026-11-06
Generali Investments, Management Co LLC
INCREASED19,62113,942+5,679+41%$3.8M$4.5M+$762.6K2026-10-19
Ascent Group, LLC
DECREASED19,52421,529-2,005-9%$5.8M$4.5M-$1.3M2026-10-30
Community Trust & Investment Co
INCREASED19,41816,209+3,209+20%$4.4M$4.5M+$102.9K2026-10-15
Valeo Financial Advisors, LLC
DECREASED19,35720,516-1,159-6%$5.5M$4.5M-$1.1M2026-10-08
LVM Capital Management LTD
INCREASED19,2803,372+15,908+472%$911$4.5M+$4.5M2026-10-20
Stonebridge Financial Group, LLC
DECREASED19,25520,246-991-5%$5.5M$4.4M-$1.0M2026-10-01
First Citizens Bank & Trust Co
INCREASED19,06713,400+5,667+42%$3.6M$4.4M+$781.2K2026-10-14
North Star Investment Management Corp.
INCREASED19,02418,874+150+1%$5.1M$4.4M-$708.4K2026-10-27
Somerset Trust Co
INCREASED19,02218,997+25+0%$5.1M$4.4M-$742.1K2026-10-13
Naples Global Advisors, LLC
INCREASED18,99418,256+738+4%$4.9M$4.4M-$548.3K2026-11-05
Community Financial Services Group, LLC
DECREASED18,97119,021-500%$5.1M$4.4M-$726.8K2026-10-15
Plato Investment Management Ltd
INCREASED18,88918,857+32+0%$5.1M$4.4M-$688.3K2026-11-05
Oak Asset Management, LLC
INCREASED18,84317,768+1,075+6%$4.8M$4.4M-$451.2K2026-10-13
Fisher Funds Management LTD
INCREASED18,7268,726+10,000+115%$2.4M$4.3M+$2.0M2026-10-13
Range Financial Group LLC
INCREASED18,70117,610+1,091+6%$4.8M$4.3M-$441.3K2026-10-21
L. Roy Papp & Associates, LLP
INCREASED18,61715,089+3,528+23%$4.1M$4.3M+$220.7K2026-10-21
Sagespring Wealth Partners, LLC
DECREASED18,61121,786-3,175-15%$5.9M$4.3M-$1.6M2026-10-22
Equitable Trust Co
DECREASED18,47318,973-500-3%$5.1M$4.3M-$862.4K2026-10-13
Securian Asset Management, Inc
DECREASED18,38118,873-492-3%$5.1M$4.2M-$807.6K2026-11-06
Liberty Capital Management, Inc.
DECREASED18,33219,868-1,536-8%$5.4M$4.2M-$1.1M2026-11-02
Hengehold Capital Management LLC
INCREASED18,26614,915+3,351+22%$4.0M$4.2M+$186.5K2026-10-16
Adams Asset Advisors, LLC
NEW18,224—+18,224——$4.2M—2026-10-08
Stenger Family Office, LLC
INCREASED18,18612,394+5,792+47%$3.4M$4.3M+$938.0K2026-10-22
Nilsine Partners, LLC
DECREASED18,18320,271-2,088-10%$5.5M$4.2M-$1.3M2026-11-02
Raiffeisen Bank International AG
DECREASED18,05818,458-400-2%$4.9M$4.2M-$709.4K2026-10-28
DLK Investment Management, LLC
INCREASED18,05714,923+3,134+21%$3.8M$4.2M+$367.1K2026-10-09
Burney Co/
DECREASED18,01718,364-347-2%$5.0M$4.2M-$803.2K2026-10-15
Revisor Wealth Management LLC
INCREASED18,00917,705+304+2%$4.8M$4.4M-$411.8K2026-10-20
Gamma Investing LLC
DECREASED17,97819,421-1,443-7%$5.2M$4.2M-$1.1M2026-10-08
American National Bank & Trust
DECREASED17,79918,634-835-4%$5.0M$4.1M-$926.4K2026-10-07
M Holdings Securities, Inc.
NEW17,784—+17,784——$4.7K—2026-11-03
Schmidt P J Investment Management Inc
DECREASED17,69826,590-8,892-33%$7.2M$4.1M-$3.1M2026-11-02
RMR Wealth Builders
INCREASED17,69215,458+2,234+14%$4.2M$4.1M-$92.8K2026-10-22
Avantax Planning Partners, Inc.
DECREASED17,62717,971-344-2%$4.9M$4.1M-$786.9K2026-11-03
Alkeme Wealth, LLC
DECREASED17,60917,786-177-1%$4.8M$4.1M-$741.1K2026-10-08
St. Louis Financial Planners Asset Management, LLC
NEW17,502—+17,502——$4.4M—2026-10-16
Plimoth Trust Co LLC
INCREASED17,45517,212+243+1%$4.7M$4.0M-$621.5K2026-10-26
Lmcg Investments, LLC
DECREASED17,42517,771-346-2%$4.8M$4.0M-$779.5K2026-10-21
Woodley Farra Manion Portfolio Management Inc
INCREASED17,39815,530+1,868+12%$4.2M$4.0M-$180.0K2026-11-05
Pioneer Trust Bank N A
INCREASED17,39417,271+123+1%$4.7M$4.0M-$651.6K2026-11-06
Rockline Wealth Management, LLC
DECREASED17,38917,513-124-1%$4.7M$4.0M-$718.0K2026-10-26
Valmark Advisers, Inc.
DECREASED17,37317,418-450%$4.7M$4.0M-$696.1K2026-11-06
Univest Financial Corp
INCREASED17,31114,652+2,659+18%$4.0M$4.0M+$37.2K2026-11-05
Ritholtz Wealth Management
DECREASED17,26119,769-2,508-13%$5.3M$4.0M-$1.4M2026-11-05
SAX Wealth Advisors, LLC
INCREASED16,96916,849+120+1%$5.2M$3.9M-$1.3M2026-10-13
Cypress Capital Group
DECREASED16,90724,881-7,974-32%$6.7M$3.9M-$2.8M2026-11-03
Orange Investment Advisors, Inc.
INCREASED16,83516,796+39+0%$4.5M$3.9M-$652.1K2026-10-23
Sigma Planning Corp
DECREASED16,75817,159-401-2%$4.6M$3.9M-$764.4K2026-10-23
Appleton Partners Inc
INCREASED16,53716,532+5+0%$4.5M$3.8K-$4.5M2026-10-30
Jericho Financial, LLP
INCREASED16,53216,205+327+2%$4.4M$3.8M-$562.5K2026-10-13
Signaturefd, LLC
DECREASED16,52117,059-538-3%$4.6M$3.8M-$795.8K2026-10-23
Peoples Financial Services Corp.
DECREASED16,50016,626-126-1%$4.5M$3.8M-$683.5K2026-10-20
Butensky & Cohen Financial Security, Inc
DECREASED16,48819,429-2,941-15%$5.3M$3.8M-$1.4M2026-10-13
Lineweaver Wealth Advisors, LLC
INCREASED16,41016,078+332+2%$4.3M$3.8M-$556.4K2026-10-13
Independent Investors Inc
DECREASED16,31616,616-300-2%$4.5M$3.8M-$723.5K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED16,24113,059+3,182+24%$3.5M$3.8M+$220.7K2026-10-23
Greenleaf Trust
DECREASED16,20516,991-786-5%$4.6M$3.7M-$850.5K2026-10-29
Trilogy Capital Inc.
INCREASED16,1932,527+13,666+541%$683.1K$3.7M+$3.1M2026-10-20
Gables Capital Management Inc.
INCREASED16,11113,551+2,560+19%$3.7M$3.7M+$57.7K2026-11-04
Parallel Advisors, LLC
DECREASED16,10716,292-185-1%$4.4M$3.7M-$684.4K2026-11-03
RIA Advisory Group LLC
DECREASED16,07322,473-6,400-28%$6.1M$3.7M-$2.4M2026-10-15
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED15,93716,613-676-4%$4.5M$3.7M-$810.2K2026-11-03
CWA Asset Management Group, LLC
DECREASED15,87517,143-1,268-7%$4.6M$3.7M-$967.7K2026-10-19
Investment Advisory Services Inc
DECREASED15,86516,202-337-2%$4.4M$3.7M-$715.8K2026-10-27
Quadrant Capital Group LLC
DECREASED15,85619,701-3,845-20%$5.3M$3.7M-$1.6M2026-10-20
Private Management Group Inc
INCREASED15,81915,809+10+0%$4.3M$3.7M-$620.1K2026-11-04
TCI Wealth Advisors, Inc.
DECREASED15,74919,048-3,299-17%$5.1M$3.6M-$1.5M2026-10-30
GPM Growth Investors, Inc.
DECREASED15,72216,162-440-3%$4.4M$3.6M-$737.9K2026-10-30
Goelzer Investment Management, Inc.
DECREASED15,67215,915-243-2%$4.3M$3.6M-$682.7K2026-10-16
First Premier Bank
DECREASED15,54116,588-1,047-6%$4.5K$3.6K-$8952026-10-13
Vista Investment Partners LLC
INCREASED15,4849,170+6,314+69%$2.5M$3.6M+$1.1M2026-10-08
TCV Trust & Wealth Management, Inc.
INCREASED15,32015,025+295+2%$4.1M$3.5M-$523.4K2026-10-16
Churchill Financial Advisors, LLC
DECREASED15,26920,285-5,016-25%$5.5M$3.5M-$2.0M2026-10-20
Tema Etfs LLC
INCREASED15,22714,939+288+2%$4.0M$3.5M-$521.6K2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
DECREASED15,06416,096-1,032-6%$4.4M$3.5M-$871.9K2026-10-23
StoneX Group Inc.
INCREASED14,97712,030+2,947+25%$3.3M$3.6M+$300.7K2026-11-03
Woodstock Corp
INCREASED14,93714,710+227+2%$4.0M$3.4M-$526.7K2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED14,85414,558+296+2%$3.9M$3.4M-$504.7K2026-10-30
Rainey & Randall Wealth Advisors Inc.
INCREASED14,83413,025+1,809+14%$3.5M$3.4M-$95.1K2026-10-26
Nikulski Financial, Inc.
DECREASED14,80715,274-467-3%$4.1M$3.4M-$709.1K2026-11-06
Valley National Advisers Inc
INCREASED14,8046,145+8,659+141%$1.7M$3.4M+$1.8M2026-10-23
Columbia Asset Management
DECREASED14,78415,584-800-5%$4.2M$3.4M-$798.3K2026-10-19
Journey Advisory Group, LLC
INCREASED14,76013,571+1,189+9%$3.7M$3.4M-$259.7K2026-11-04
Bfsg, LLC
INCREASED14,67114,441+230+2%$3.9M$3.4M-$515.4K2026-10-30
Signet Investment Advisory Group, Inc.
INCREASED14,65513,547+1,108+8%$3.7M$3.4M-$277.5K2026-10-30
Apella Capital, LLC
INCREASED14,54213,147+1,395+11%$3.7M$3.4M-$352.9K2026-10-08
Valley Wealth Managers, Inc.
INCREASED14,48913,853+636+5%$3.7M$3.3M-$398.5K2026-10-09
Strong Tower Advisory Services
INCREASED14,44314,085+358+3%$3.8M$3.3M-$471.8K2026-10-13
Pinnacle Financial Group, LLC / IL
DECREASED14,42314,621-198-1%$4.0M$3.3M-$621.2K2026-10-29
HBK Sorce Advisory LLC
DECREASED14,35815,144-786-5%$4.1M$4.0M-$157.3K2026-11-06
Resonant Capital Advisors, LLC
INCREASED14,27514,015+260+2%$3.8M$3.3M-$491.7K2026-10-15
Community Bank, N.A.
DECREASED14,20214,533-331-2%$3.9M$3.3M-$648.5K2026-11-06
Sterling Capital Management LLC
INCREASED14,19714,054+143+1%$3.8M$3.3M-$520.3K2026-10-22
Axxcess Wealth Management, LLC
DECREASED14,17021,406-7,236-34%$5.8M$3.3M-$2.5M2026-10-21
Integrity Alliance, Llc.
INCREASED14,1438,010+6,133+77%$2.2M$3.3M+$1.1M2026-10-29
Chemung Canal Trust Co
DECREASED14,11514,348-233-2%$3.9M$3.3M-$618.7K2026-11-04
Chicago Capital, LLC
DECREASED14,02018,044-4,024-22%$4.9M$3.2M-$1.6M2026-10-13
Confluence Wealth Services, Inc.
DECREASED13,96414,998-1,034-7%$4.1M$3.2M-$829.4K2026-11-05
V-Square Quantitative Management LLC
INCREASED13,94512,955+990+8%$3.5M$3.2M-$281.4K2026-10-15
Private Trust Co NA
DECREASED13,93114,348-417-3%$3.9M$3.2M-$661.2K2026-10-20
Brookmont Capital Management
INCREASED13,92313,898+25+0%$3.8M$3.2M-$541.6K2026-10-23
Virginia Wealth Management Group, Inc.
INCREASED13,86513,620+245+2%$3.7M$3.2M-$479.7K2026-10-14
BAR Harbor Wealth Management
DECREASED13,82614,069-243-2%$3.8M$3.2M-$610.0K2026-10-21
Mystic Asset Management, Inc.
DECREASED13,75113,783-320%$3.7M$3.2M-$550.0K2026-10-15
Tounjian Advisory Partners, LLC
DECREASED13,70614,190-484-3%$3.8M$3.2M-$670.3K2026-11-04
Rossmore Private Capital
DECREASED13,68214,111-429-3%$3.8M$3.2M-$654.6K2026-10-27
WealthPlan Investment Management, LLC
DECREASED13,68214,061-379-3%$3.8M$3.2M-$641.2K2026-10-15
Cohen Investment Advisors LLC
INCREASED13,58813,094+494+4%$3.5M$3.1M-$401.4K2026-10-20
Clearstead Trust, LLC
INCREASED13,55613,370+186+1%$3.6M$3.1M-$483.5K2026-11-06
Moors & Cabot, Inc.
INCREASED13,54913,043+506+4%$3.5M$3.1M-$396.8K2026-11-06
TD Private Client Wealth LLC
INCREASED13,54812,734+814+6%$3.4M$3.1M-$313.4K2026-10-28
Joel Isaacson & Co., LLC
INCREASED13,53613,502+34+0%$3.6M$3.1M-$523.7K2026-11-05
Independent Financial Group, LLC
DECREASED13,47114,402-931-6%$3.9M$3.1M-$782.0K2026-10-13
LEE Danner & Bass Inc
DECREASED13,39013,554-164-1%$3.7M$3.1M-$571.5K2026-10-27
Financial Security Advisor, Inc.
DECREASED13,21613,352-136-1%$3.6M$3.1M-$557.2K2026-11-03
Pathway Financial Advisers, LLC
INCREASED13,17812,752+426+3%$3.4M$3.0M-$403.8K2026-10-27
McKinley Carter Wealth Services, Inc.
INCREASED13,07612,776+300+2%$3.5M$3.0M-$433.7K2026-10-16
WBH Advisory Inc
DECREASED13,07313,544-471-3%$3.7M$3.0M-$641.9K2026-11-05
Eagle Global Advisors LLC
UNCHANGED13,00013,00000%$3.5M$3.0M-$511.8K2026-11-02
CoreCap Advisors, LLC
INCREASED12,90910,407+2,502+24%$2.8M$3.0M+$168.1K2026-10-08
Smith Salley Wealth Management
DECREASED12,86113,108-247-2%$3.5M$3.0M-$573.3K2026-11-03
Profund Advisors LLC
INCREASED12,85812,305+553+4%$3.3M$3.0M-$356.7K2026-10-29
Bell Bank
INCREASED12,84612,388+458+4%$3.3M$3.0M-$381.9K2026-10-21
Avior Wealth Management, LLC
DECREASED12,84413,666-822-6%$3.7M$3.0M-$727.9K2026-10-13
Brighton Jones LLC
DECREASED12,80913,142-333-3%$3.6M$3.0M-$594.4K2026-11-03
Asset Planning,Inc
DECREASED12,79512,799-40%$3.5M$3.0M-$504.9K2026-10-26
Parthenon LLC
UNCHANGED12,78812,78800%$3.5M$3.0M-$503.5K2026-10-22
Grimes & Co Wealth Management, LLC
DECREASED12,74613,393-647-5%$3.6M$2.9M-$676.7K2026-10-29
Avidian Wealth Enterprises, LLC
DECREASED12,72215,648-2,926-19%$4.2M$2.9M-$1.3M2026-10-08
Greatmark Investment Partners, Inc.
DECREASED12,43812,838-400-3%$3.5M$2.9M-$597.7K2026-10-28
Independent Solutions Wealth Management, LLC
INCREASED12,34611,130+1,216+11%$3.0M$2.9M-$157.3K2026-10-28
Sterling Wealth Management, Inc.
DECREASED12,18512,187-20%$3.3M$2.8M-$480.3K2026-10-23
Ticino Wealth
INCREASED12,14410,521+1,623+15%$2.8M$2.8M-$39.4K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED12,11513,672-1,557-11%$3.7M$2.8M-$897.9K2026-10-13
Moody National Bank Trust Division
INCREASED12,10610,373+1,733+17%$2.8M$2.8M-$8.2K2026-10-06
Bell Asset Management Ltd
DECREASED12,09814,820-2,722-18%$4.0M$2.8M-$1.2M2026-10-08
Compound Planning, Inc.
DECREASED11,99415,416-3,422-22%$4.2M$2.8M-$1.4M2026-11-05
GAM Holding AG
NEW11,943—+11,943——$2.8M—2026-11-03
Cardinal Point Capital Management ULC
DECREASED11,87912,529-650-5%$3.4M$2.7M-$643.4K2026-10-21
Penobscot Investment Management Company, Inc.
INCREASED11,85310,294+1,559+15%$2.8M$2.7M-$45.2K2026-10-26
Bell & Brown Wealth Advisors, LLC
INCREASED11,84811,825+23+0%$3.2M$2.7M-$460.0K2026-10-16
Hunter Associates Investment Management LLC
INCREASED11,8139,640+2,173+23%$2.6M$2.7K-$2.6M2026-10-26
Ascent Wealth Partners, LLC
INCREASED11,70911,636+73+1%$3.1M$2.7M-$441.3K2026-10-23
Accurate Wealth Management, LLC
INCREASED11,6649,309+2,355+25%$2.6M$2.8M+$192.9K2026-10-20
Texas Bank & Trust Co
INCREASED11,60311,181+422+4%$3.0M$2.7M-$342.7K2026-11-04
Brady Family Wealth, LLC
DECREASED11,59311,740-147-1%$3.2M$2.7M-$496.2K2026-11-02
Symphony Financial, Ltd. Co.
INCREASED11,5437,995+3,548+44%$2.1M$2.7M+$542.5K2026-10-22
Finer Wealth Management, Inc.
INCREASED11,50110,825+676+6%$2.9M$2.7M-$270.0K2026-10-16
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED11,50011,50000%$3.1M$2.7M-$452.8K2026-11-03
Delta Capital Management LLC
DECREASED11,45011,460-100%$3.1K$2.6K-$4542026-10-16
Coastline Trust Co
DECREASED11,42312,268-845-7%$3.3M$2.6M-$678.1K2026-10-01
Braun Stacey Associates Inc
DECREASED11,40511,505-100-1%$3.1M$2.6M-$476.0K2026-10-19
Alpha Omega Wealth Management LLC
INCREASED11,37511,240+135+1%$3.0M$2.6M-$411.1K2026-10-23
Concord Wealth Partners
INCREASED11,24911,056+193+2%$3.0M$2.6M-$390.7K2026-11-02
Cordgrass Capital Advisors, LLC
INCREASED11,20111,163+38+0%$3.0M$2.6M-$430.7K2026-10-30
Pinnacle Wealth Planning Services, Inc.
DECREASED11,11515,578-4,463-29%$4.2M$2.6M-$1.6M2026-10-27
Gibbs Wealth Management
INCREASED11,11110,583+528+5%$2.9M$2.6M-$294.7K2026-10-22
Pictet Bank & Trust Ltd
DECREASED11,00011,400-400-4%$3.1M$2.5M-$541.2K2026-10-21
Columbia Bank
INCREASED10,91710,128+789+8%$2.7M$2.5M-$216.5K2026-10-29
Parr Mcknight Wealth Management Group, LLC
INCREASED10,91510,308+607+6%$2.8M$2.5M-$265.6K2026-10-30
Sawyer & Company, Inc
DECREASED10,88311,058-175-2%$3.0M$2.5M-$475.8K2026-10-21
Central Valley Advisors, LLC
INCREASED10,87910,600+279+3%$2.9M$2.5M-$352.9K2026-10-27
Collaborative Wealth Managment Inc.
UNCHANGED10,87610,87600%$2.9M$2.5M-$428.2K2026-11-06
Investment Partners, Ltd.
INCREASED10,8555,510+5,345+97%$1.5M$2.5M+$1.0M2026-10-29
Indivisible Partners
INCREASED10,8468,279+2,567+31%$2.2M$2.5M+$266.8K2026-10-26
ICW Investment Advisors LLC
DECREASED10,74310,872-129-1%$2.9M$2.5M-$457.6K2026-10-27
Independence Bank of Kentucky
INCREASED10,72410,629+95+1%$2.9M$2.5M-$396.5K2026-10-26
Integras Partners LLC
INCREASED10,71510,557+158+2%$2.9M$2.5M-$379.1K2026-10-30
Clear Trail Advisors, LLC
DECREASED10,71212,281-1,569-13%$3.3M$2.5M-$845.8K2026-10-20
Woodmont Investment Counsel LLC
DECREASED10,71111,287-576-5%$3.1M$2.5M-$577.4K2026-10-29
Koshinski Asset Management, Inc.
DECREASED10,70810,831-123-1%$2.9M$2.5M-$454.8K2026-10-29
Louisbourg Investments Inc.
INCREASED10,68610,620+66+1%$2.4M$2.1M-$337.4K2026-10-20
InvesTrust
DECREASED10,63012,445-1,815-15%$3.4M$2.5M-$909.1K2026-10-14
Great Lakes Retirement, Inc.
INCREASED10,60810,210+398+4%$2.8M$2.4M-$310.2K2026-10-26
Marathon Wealth Advisors LLC
INCREASED10,57110,510+61+1%$2.8M$2.4M-$399.6K2026-11-04
EPG Wealth Management LLC
INCREASED10,5687,891+2,677+34%$2.1M$2.4M+$307.7K2026-11-03
Simon Quick Advisors, LLC
DECREASED10,56611,270-704-6%$3.0M$2.4M-$606.3K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED10,5029,143+1,359+15%$2.5M$2.4M-$46.1K2026-10-21
Concord Asset Management, LLC
INCREASED10,48110,088+393+4%$2.7M$2.4M-$306.5K2026-11-02
Skylands Capital, LLC
NEW10,450—+10,450——$2.4M—2026-10-21
Mitchell & Pahl Private Wealth, LLC
INCREASED10,4399,662+777+8%$2.6M$2.4M-$201.0K2026-10-14
Aviance Capital Partners, LLC
DECREASED10,43910,652-213-2%$2.9M$2.4M-$468.6K2026-10-29
Chicago Trust Co NA
INCREASED10,4289,507+921+10%$2.6M$2.4M-$161.6K2026-10-28
Shoker Investment Counsel, Inc.
INCREASED10,40810,209+199+2%$2.8M$2.4M-$356.2K2026-11-04
Catherine Avery Investment Management LLC
DECREASED10,39721,006-10,609-50%$5.7M$2.4M-$3.3M2026-10-14
Citadel Investment Advisory, Inc.
INCREASED10,39210,274+118+1%$2.8M$2.4M-$377.0K2026-10-15
CGN Advisors LLC
DECREASED10,38610,897-511-5%$2.9M$2.4M-$547.0K2026-10-21
Blue Trust, Inc.
DECREASED10,33912,298-1,959-16%$3.3M$2.4M-$936.7K2026-10-15
Kavar Capital Partners Group, LLC
DECREASED10,33610,515-179-2%$2.8M$2.4M-$455.4K2026-11-06
OMC Financial Services LTD
DECREASED10,33018,559-8,229-44%$5.0M$2.4M-$2.6M2026-10-19
Williams Jones Wealth Management, Llc.
DECREASED10,31710,358-410%$2.8M$2.4M-$417.3K2026-11-05
Axxion S.A.
INCREASED10,2819,871+410+4%$2.3M$2.4M+$47.4K2026-10-22
Soltis Investment Advisors LLC
INCREASED10,2553,111+7,144+230%$840.8K$2.4M+$1.5M2026-10-28
Gerald Baker Financial Group LLC
INCREASED10,22810,130+98+1%$2.7M$2.4M-$376.3K2026-10-09
Diversified Trust Co
INCREASED10,2199,527+692+7%$2.6M$2.4M-$215.3K2026-11-06
Northcape Wealth Management, LLC
DECREASED10,18610,276-90-1%$2.8M$2.4M-$425.3K2026-11-04
Tctc Holdings, LLC
INCREASED10,18110,116+65+1%$2.7M$2.4M-$383.3K2026-11-02
Citizens National Bank Trust Department
DECREASED10,16810,605-437-4%$2.9M$2.3M-$518.4K2026-11-04
Arrow Financial Corp
INCREASED10,0969,690+406+4%$2.6M$2.3M-$287.7K2026-10-26
Raab & Moskowitz Asset Management LLC
DECREASED10,02410,633-609-6%$2.9M$2.3M-$559.2K2026-11-02
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED10,00010,00000%$2.7M$2.3M-$393.7K2026-11-06
Romano Brothers and Company
DECREASED9,93510,704-769-7%$2.9M$2.3M-$599.0K2026-10-22
RED Cedar Investment Management, LLC
DECREASED9,90714,120-4,213-30%$3.8M$2.3M-$1.5M2026-11-04
Central Bank & Trust Co
INCREASED9,8926,524+3,368+52%$1.8M$2.3M+$521.0K2026-10-09
Affinity Capital Advisors, LLC
INCREASED9,8609,747+113+1%$2.7M$2.3M-$404.9K2026-10-13
Legacy Private Trust Co.
DECREASED9,84910,684-835-8%$2.9M$2.3M-$613.5K2026-10-06
Iowa State Bank
DECREASED9,84410,054-210-2%$2.7M$2.3M-$444.3K2026-10-06
Courier Capital LLC
DECREASED9,81910,155-336-3%$2.7M$2.3M-$477.3K2026-10-19
Lester Murray Antman dba SimplyRich
DECREASED9,81210,764-952-9%$2.9M$2.3M-$643.0K2026-11-06
Silver Lake Advisory, LLC
DECREASED9,8049,905-101-1%$2.7M$2.3M-$413.3K2026-10-22
Franklin Street Advisors Inc
DECREASED9,80310,587-784-7%$2.9M$2.3M-$597.8K2026-10-13
Charles Schwab Trust Co
INCREASED9,7952,912+6,883+236%$787.1K$2.3M+$1.5M2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED9,7867,290+2,496+34%$1.9M$2.3M+$312.2K2026-10-13
Carret Asset Management, LLC
DECREASED9,74811,014-1,266-11%$3.0M$2.3M-$725.8K2026-11-04
Nations Financial Group Inc,
DECREASED9,7399,789-50-1%$2.6M$2.2M-$397.1K2026-11-05
Gryphon Financial Partners LLC
DECREASED9,73610,113-377-4%$2.7M$2.2M-$485.2K2026-11-04
Evergreen Capital Management LLC
DECREASED9,73017,296-7,566-44%$4.7M$2.2M-$2.4M2026-10-23
Daytona Street Capital LLC
INCREASED9,7258,874+851+10%$2.4M$2.3M-$195.5K2026-10-15
Focus Financial Network, Inc.
DECREASED9,66611,864-2,198-19%$3.2M$2.2M-$974.7K2026-10-14
Promethium Advisors,llc
INCREASED9,6637,945+1,718+22%$2.1M$2.2M+$84.0K2026-10-19
Bellecapital International Ltd.
INCREASED9,6246,824+2,800+41%$1.8M$2.2M+$378.0K2026-10-21
Procyon Advisors, LLC
INCREASED9,6169,494+122+1%$2.6M$2.2M-$345.8K2026-10-21
Impact Capital Partners LLC
INCREASED9,6039,579+24+0%$2.6M$2.2M-$371.6K2026-10-22
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED9,5745,681+3,893+69%$1.5M$2.2M+$675.4K2026-10-22
First Financial Bank - Trust Division
DECREASED9,5659,692-127-1%$2.6M$2.2M-$410.9K2026-10-01
SJS Investment Consulting Inc.
INCREASED9,5619,331+230+2%$2.5M$2.2M-$314.2K2026-10-26
Heritage Wealth Management, Inc.
DECREASED9,5489,672-124-1%$2.6M$2.2M-$409.6K2026-10-28
Norden Group LLC
INCREASED9,4718,910+561+6%$2.4M$2.2M-$220.9K2026-10-20
Triglav Investments, D.O.O.
DECREASED9,44711,253-1,806-16%$3.0M$2.2M-$858.2K2026-11-06
Marino, Stram & Associates LLC
INCREASED9,4379,288+149+2%$2.5M$2.2M-$331.4K2026-10-22
Weil Company, Inc.
DECREASED9,3819,382-10%$2.5M$2.2M-$369.6K2026-10-14
Forum Financial Management, LP
INCREASED9,3729,360+12+0%$2.5M$2.2M-$365.6K2026-10-16
Advisor OS, LLC
DECREASED9,34811,987-2,639-22%$3.2M$2.2M-$1.1M2026-11-03
CPA Asset Management Group, LLC
DECREASED9,3419,970-629-6%$2.7M$2.2M-$537.8K2026-10-26
Capital Investment Advisory Services, LLC
DECREASED9,2929,301-90%$2.5M$2.1M-$367.5K2026-10-30
Salomon & Ludwin, LLC
DECREASED9,2699,806-537-5%$2.6M$2.1M-$501.7K2026-10-29
Provident Investment Management, Inc.
UNCHANGED9,2509,25000%$2.5M$2.1M-$364.2K2026-10-23
Platform Technology Partners
DECREASED9,22710,788-1,561-14%$2.9M$2.1M-$785.2K2026-11-02
Clear Harbor Asset Management, LLC
INCREASED9,1903,558+5,632+158%$961.8K$2.1M+$1.2M2026-11-05
First United Bank & Trust
DECREASED9,1679,642-475-5%$2.6M$2.1M-$489.3K2026-10-22
Claro Advisors Inc.
DECREASED9,15311,127-1,974-18%$3.0M$2.1M-$894.0K2026-11-02
Private Wealth Partners, LLC
DECREASED9,13510,227-1,092-11%$2.8M$2.1M-$654.8K2026-10-22
Fragasso Financial Advisors Inc
INCREASED9,0924,558+4,534+99%$1.2M$2.1M+$906.7K2026-10-13
Ascentis Independent Advisors
NEW9,066—+9,066——$2.1M—2026-11-03
Cornerstone Wealth Management, LLC
DECREASED9,05211,231-2,179-19%$3.0M$2.1M-$945.5K2026-11-04
Howland Capital Management LLC
DECREASED9,04710,348-1,301-13%$2.8M$2.1M-$707.8K2026-10-22
Capital City Trust Co
DECREASED9,0109,044-340%$2.4M$2.1M-$363.9K2026-10-22
Dillon & Associates Inc
DECREASED9,0019,081-80-1%$2.5M$2.1K-$2.4M2026-10-22
Inscription Capital, LLC
DECREASED9,00010,806-1,806-17%$2.9M$2.1M-$842.5K2026-11-02
Cohen Klingenstein LLC
UNCHANGED9,0009,00000%$2.4M$2.1M-$354.3K2026-10-15
Lanark Financial, Inc.
INCREASED8,9977,997+1,000+13%$2.2M$2.1M-$83.9K2026-10-26
LaFleur & Godfrey LLC
DECREASED8,8899,134-245-3%$2.5M$2.1M-$416.2K2026-10-27
Lawson Kroeker Investment Management Inc
DECREASED8,8658,955-90-1%$2.4M$2.0M-$373.3K2026-10-22
United Bank
INCREASED8,8597,687+1,172+15%$2.1M$2.0M-$32.0K2026-11-06
Globalt Investments LLC / GA
DECREASED8,8569,134-278-3%$2.5M$2.0M-$423.9K2026-10-27
Old Second National Bank of Aurora
INCREASED8,8287,262+1,566+22%$2.0M$2.0M+$75.7K2026-10-22
Foster Group, Inc.
DECREASED8,8179,155-338-4%$2.5M$2.0M-$438.5K2026-10-13
Fulton Bank, N.A.
INCREASED8,8158,767+48+1%$2.4M$2.0M-$334.1K2026-10-14
Kennon-Green & Company, LLC
DECREASED8,8109,016-206-2%$2.4M$2.0M-$402.5K2026-10-05
Formidable Asset Management, LLC
DECREASED8,7659,164-399-4%$2.8M$2.4M-$478.6K2026-11-03
Reynders McVeigh Capital Management, LLC
DECREASED8,7318,875-144-2%$2.4M$2.0M-$382.6K2026-10-30
Asset Dedication, LLC
DECREASED8,72710,683-1,956-18%$2.9M$2.0M-$872.3K2026-11-03
Littlejohn Financial Services, Inc.
INCREASED8,6808,656+24+0%$2.3M$2.0M-$335.2K2026-11-06
Mondrian Investment Partners LTD
INCREASED8,6314,287+4,344+101%$1.2M$2.0M+$834.4K2026-10-23
Adirondack Trust Co
DECREASED8,5999,713-1,114-11%$2.6M$2.0M-$639.6K2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED8,5868,912-326-4%$2.4M$2.0M-$426.4K2026-10-16
Plancorp, LLC
INCREASED8,5457,894+651+8%$2.2M$2.2M+$53.5K2026-11-03
Shepherd Financial Partners LLC
DECREASED8,5448,827-283-3%$2.4M$2.0M-$412.8K2026-11-03
Means Investment Co., Inc.
DECREASED8,4168,613-197-2%$2.3M$1.9M-$384.6K2026-11-03
William Allan Corp
INCREASED8,3916,958+1,433+21%$1.9M$1.9M+$56.9K2026-10-14
Cypress Capital, LLC
INCREASED8,3917,951+440+6%$2.1M$1.9M-$211.4K2026-10-20
Flavin Financial Services, Inc.
INCREASED8,3587,510+848+11%$2.0M$1.9M-$99.8K2026-10-21
Tritonpoint Wealth, LLC
DECREASED8,3308,815-485-5%$2.4M$1.9M-$459.1K2026-10-19
Chapin Davis, Inc.
INCREASED8,2512,411+5,840+242%$651.7K$1.9M+$1.3M2026-10-09
Greenfield Savings Bank
DECREASED8,1898,379-190-2%$2.3M$1.9M-$373.8K2026-10-07
Fulcrum Asset Management LLP
INCREASED8,1703,503+4,667+133%$935.9K$1.9M+$975.7K2026-11-04
Praxis Investment Management Inc
DECREASED8,15611,045-2,889-26%$3.0M$1.9K-$3.0M2026-11-03
AMG National Trust Bank
DECREASED8,0938,561-468-5%$2.3M$1.9M-$445.1K2026-11-05
Key FInancial Inc
INCREASED8,0808,026+54+1%$2.2M$1.9M-$303.5K2026-11-02
Heartwood Wealth Advisors LLC
INCREASED8,0527,875+177+2%$2.1M$1.9M-$269.2K2026-10-05
RKL Wealth Management LLC
DECREASED8,0478,593-546-6%$2.3M$1.9M-$464.4K2026-10-16
Bangor Savings Bank
DECREASED8,0458,544-499-6%$2.3M$1.9M-$451.6K2026-10-06
Strengthening Families & Communities, LLC
INCREASED8,0387,970+68+1%$2.2M$1.9M-$298.2K2026-10-21
Stolper Co
INCREASED8,0327,903+129+2%$2.1K$1.9K-$2812026-10-13
HBW Advisory Services LLC
DECREASED8,0149,131-1,117-12%$2.5M$1.9M-$617.6K2026-10-15
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED8,0008,00000%$2.2M$1.8M-$315.0K2026-10-22
Midway Capital Research & Management
INCREASED7,9987,913+85+1%$2.1M$1.8M-$291.9K2026-10-20
Greg Jennings, LLC
NEW7,996—+7,996——$1.8M—2026-10-19
GC Wealth Management RIA, LLC
DECREASED7,9908,670-680-8%$2.3M$1.8M-$498.4K2026-11-02
CFS Investment Advisory Services, LLC
DECREASED7,9818,261-280-3%$2.3M$1.9M-$463.1K2026-10-19
CenterBook Partners LP
DECREASED7,97721,996-14,019-64%$5.9M$1.8M-$4.1M2026-11-02
Quantum Financial Partners LLC
INCREASED7,9437,810+133+2%$2.1M$1.8M-$276.7K2026-10-19
Trust Asset Management LLC
UNCHANGED7,9367,93600%$2.1M$1.8M-$312.4K2026-11-03
Peddock Capital Advisors, LLC
UNCHANGED7,9337,93300%$2.1M$1.8M-$312.3K2026-10-16
Forvis Mazars Wealth Advisors, LLC
DECREASED7,9028,093-191-2%$2.2M$1.8M-$362.8K2026-10-13
Albert D Mason Inc
INCREASED7,9027,745+157+2%$2.1M$1.8M-$268.6K2026-10-27
JB Capital LLC
DECREASED7,8908,015-125-2%$2.2M$1.8M-$344.5K2026-10-19
Gen-Wealth Partners Inc
INCREASED7,8487,474+374+5%$2.0M$1.8M-$207.9K2026-11-04
China Universal Asset Management Co., Ltd.
DECREASED7,82610,602-2,776-26%$2.9M$1.8M-$1.0M2026-10-28
Manchester Capital Management LLC
INCREASED7,7987,771+27+0%$2.1M$1.8M-$299.7K2026-10-22
AIA Group Ltd
DECREASED7,76313,497-5,734-42%$3.6M$1.8M-$1.9M2026-10-30
Verdence Capital Advisors LLC
DECREASED7,7527,849-97-1%$2.1M$1.8M-$331.5K2026-10-26
Regatta Capital Group, LLC
DECREASED7,7387,967-229-3%$2.2M$1.8M-$366.4K2026-10-23
Granite Group Advisors, LLC
INCREASED7,7011,882+5,819+309%$508.7K$1.8M+$1.3M2026-10-14
PFW Advisors LLC
INCREASED7,6987,659+39+1%$2.1M$1.8M-$292.5K2026-10-07
Larson Financial Group LLC
INCREASED7,6627,513+149+2%$2.0M$1.8M-$261.5K2026-11-05
Ables, Iannone, Moore & Associates, Inc.
DECREASED7,6427,831-189-2%$2.1M$1.8M-$352.0K2026-10-06
International Assets Investment Management, LLC
INCREASED7,6045,890+1,714+29%$1.6M$1.8M+$175.8K2026-11-02
DiNuzzo Private Wealth, Inc.
INCREASED7,6017,585+16+0%$2.1M$1.8M-$295.0K2026-10-16
Optimist Retirement Group LLC
INCREASED7,5887,335+253+3%$2.0M$1.8M-$230.3K2026-10-30
River Street Advisors LLC
INCREASED7,5816,179+1,402+23%$1.7M$1.8M+$80.6K2026-10-22
Iams Wealth Management, LLC
INCREASED7,5767,281+295+4%$2.0M$1.8M-$218.4K2026-10-15
SVB Wealth LLC
DECREASED7,5638,444-881-10%$2.3M$1.7M-$536.0K2026-11-06
ARS Wealth Advisors Group, LLC
INCREASED7,5567,435+121+2%$2.0M$1.7M-$264.7K2026-10-16
Carolina Wealth Advisors, LLC
INCREASED7,5557,446+109+1%$2.0M$1.7M-$268.0K2026-10-23
Forbes J M & Co LLP
INCREASED7,5537,549+4+0%$2.0M$1.7M-$296.3K2026-10-16
Tealwood Asset Management Inc
DECREASED7,5307,540-100%$2.0K$1.7K-$2992026-10-13
Ramsay, Stattman, Vela & Price, Inc.
INCREASED7,5207,460+60+1%$2.0M$1.7M-$279.8K2026-10-19
Patten & Patten Inc
DECREASED7,5098,323-814-10%$2.2M$1.7M-$515.6K2026-10-26
Baypointe Partners LLC
INCREASED7,5007,142+358+5%$1.9M$1.7M-$198.5K2026-10-22
Waldron Private Wealth LLC
DECREASED7,4437,591-148-2%$2.1M$1.7M-$333.0K2026-11-02
Legacy Financial Strategies, LLC
DECREASED7,4417,847-406-5%$2.1M$1.7M-$402.6K2026-10-15
Summit Place Financial Advisors, LLC
INCREASED7,413798+6,615+829%$215.7K$1.7M+$1.5M2026-10-23
Wolverine Asset Management LLC
INCREASED7,4025,247+2,155+41%$1.4M$1.7M+$291.1K2026-11-02
Foguth Wealth Management, Llc.
INCREASED7,3637,342+21+0%$2.0M$1.8M-$176.1K2026-10-19
Pittenger & Anderson Inc
DECREASED7,35323,619-16,266-69%$6.4M$1.7M-$4.7M2026-11-02
Accretive Wealth Partners, LLC
INCREASED7,3407,151+189+3%$1.9M$1.7M-$237.9K2026-11-06
Meridian Wealth Management, LLC
INCREASED7,3387,302+36+0%$2.0M$1.7M-$279.3K2026-11-05
Frank, Rimerman Advisors LLC
DECREASED7,32310,534-3,211-30%$2.8M$1.7M-$1.2M2026-10-16
Yankcom Partnership
INCREASED7,3016,317+984+16%$1.7M$1.7M-$21.5K2026-10-15
Fiduciary Alliance LLC
DECREASED7,2867,303-170%$2.0M$1.7M-$291.5K2026-10-13
Midland Wealth Advisors, LLC
DECREASED7,2798,307-1,028-12%$2.2M$1.7M-$564.5K2026-10-26
Sapient Capital LLC
DECREASED7,2767,284-80%$2.0M$1.7M-$288.5K2026-10-08
CFM Wealth Partners LLC
DECREASED7,24810,517-3,269-31%$2.8M$1.7M-$1.2M2026-11-05
Elyxium Wealth, LLC
DECREASED7,2487,418-170-2%$2.0M$1.7M-$331.3K2026-10-27
Point Windward Advisors Inc.
INCREASED7,2346,869+365+5%$1.9M$1.7M-$186.2K2026-11-06
Sentinel Trust Co LBA
DECREASED7,1767,219-43-1%$2.0K$1.7K-$2942026-11-03
Griffin Asset Management, Inc.
DECREASED7,1747,356-182-2%$2.0M$1.7M-$331.7K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED7,1707,187-170%$1.9M$1.7M-$286.8K2026-10-14
Cornerstone Planning, LLC
INCREASED7,1697,105+64+1%$1.9M$1.9M-$62.8K2026-10-27
Lake Street Private Wealth, LLC
DECREASED7,1527,156-40%$1.9M$1.7M-$282.8K2026-10-22
JFS Wealth Advisors, LLC
DECREASED7,1247,173-49-1%$1.9M$1.6M-$293.7K2026-11-03
Fire Capital Management LLC
INCREASED7,1192,768+4,351+157%$748.4K$1.6M+$895.8K2026-10-27
Rayburn West Financial Services LLC
INCREASED7,1066,982+124+2%$1.9M$1.6M-$246.2K2026-11-03
Portside Wealth Group, LLC
INCREASED7,0975,997+1,100+18%$1.6M$1.6M+$18.0K2026-10-20
Nvwm, LLC
INCREASED7,0816,735+346+5%$1.8M$1.6M-$185.3K2026-10-14
Hennessy Advisors Inc
INCREASED7,0505,750+1,300+23%$1.6M$1.6M+$73.8K2026-10-28
Aljian Capital Management, LLC
DECREASED7,0487,085-37-1%$1.9M$1.6M-$287.4K2026-10-28
Eads & Heald Wealth Management
INCREASED7,0156,838+177+3%$1.8M$1.6M-$228.3K2026-10-29
Ellsworth Advisors, LLC
INCREASED6,9946,318+676+11%$1.7M$1.6M-$58.7K2026-10-15
CWS Financial Advisors, LLC
DECREASED6,9597,237-278-4%$2.0M$1.6M-$349.2K2026-10-16
New England Research & Management, Inc.
DECREASED6,9196,969-50-1%$1.9M$1.6M-$285.9K2026-10-16
Ping Capital Management, Inc.
INCREASED6,9004,000+2,900+73%$1.1M$1.6M+$512.2K2026-10-13
Beacon Financial Advisory LLC
DECREASED6,8867,017-131-2%$1.9M$1.6M-$306.7K2026-10-16
Investors Asset Management of Georgia Inc
INCREASED6,8716,870+1+0%$1.9M$1.6M-$270.4K2026-10-20
Brown Shipley& Co Ltd
INCREASED6,863224+6,639+2964%$60.5K$1.6M+$1.5M2026-10-09
Weaver Capital Management LLC
DECREASED6,83010,250-3,420-33%$3.2M$1.6M-$1.6M2026-10-15
XML Financial, LLC
DECREASED6,8167,130-314-4%$1.9M$1.6M-$353.2K2026-10-29
Bedel Financial Consulting, Inc.
DECREASED6,7956,974-179-3%$1.9M$1.6M-$316.0K2026-11-06
Nadler Financial Group, Inc.
INCREASED6,7733,413+3,360+98%$922.5K$1.6M+$641.7K2026-10-23
Diversified Enterprises, LLC
DECREASED6,7717,333-562-8%$2.0M$1.6M-$418.7K2026-10-19
Matrix Trust Co
UNCHANGED6,7536,75300%$1.8K$1.6K-$2652026-10-07
LVW Advisors, LLC
DECREASED6,7507,275-525-7%$2.0M$1.6M-$407.6K2026-10-19
Curbstone Financial Management Corp
UNCHANGED6,7266,72600%$1.8M$1.6M-$264.8K2026-10-21
Pekin Hardy Strauss, Inc.
UNCHANGED6,7196,71900%$1.8M$1.6M-$264.5K2026-11-02
Lighthouse Financial Services Inc
INCREASED6,7176,708+9+0%$1.8M$1.6M-$256.2K2026-11-02
SkyOak Wealth, LLC
INCREASED6,6996,647+52+1%$1.8M$1.5M-$249.7K2026-10-28
Westhampton Capital, LLC
INCREASED6,6635,313+1,350+25%$1.4M$1.5M+$102.6K2026-10-30
Retirement Planning Group, LLC
INCREASED6,6396,482+157+2%$1.8M$1.5M-$219.0K2026-10-19
Cypress Asset Management Inc
DECREASED6,6296,872-243-4%$1.9M$1.5M-$326.7K2026-10-09
Cigna Investments Inc
DECREASED6,6276,670-43-1%$1.8M$1.5K-$1.8M2026-10-19
Beverly Hills Private Wealth, LLC
DECREASED6,6256,869-244-4%$1.9M$1.5M-$326.8K2026-11-04
Fluent Financial, LLC
INCREASED6,6044,389+2,215+50%$1.2M$1.5M+$338.7K2026-10-13
Payden & Rygel
DECREASED6,60038,300-31,700-83%$10.4M$1.5K-$10.4M2026-10-28
Brandywine OAK Private Wealth LLC
DECREASED6,5847,042-458-6%$1.9M$1.5M-$383.1K2026-10-23
Mattern Wealth Management LLC
DECREASED6,5607,604-1,044-14%$2.1M$1.5M-$540.2K2026-11-04
Calamos Wealth Management LLC
DECREASED6,5606,594-34-1%$1.8M$1.5M-$267.5K2026-11-02
R Squared Ltd
INCREASED6,5593,277+3,282+100%$885.8K$1.5M+$628.9K2026-11-06
Cordatus Wealth Management LLC
DECREASED6,53716,296-9,759-60%$4.4M$1.5M-$2.9M2026-10-19
Ipswich Investment Management Co., Inc.
UNCHANGED6,5306,53000%$1.8M$1.5M-$257.1K2026-10-13
Bank & Trust Co
DECREASED6,5106,600-90-1%$1.8M$1.5M-$280.6K2026-10-07
Inman Jager Wealth Management, LLC
INCREASED6,5066,302+204+3%$1.7M$1.5M-$201.0K2026-11-05
Parkside Financial Bank & Trust
DECREASED6,4787,513-1,035-14%$2.0M$1.5M-$534.7K2026-10-27
Angeles Wealth Management, LLC
DECREASED6,3996,561-162-2%$1.8M$1.5M-$295.8K2026-10-26
Hoertkorn Richard Charles
DECREASED6,3996,499-100-2%$1.8M$1.5M-$279.0K2026-11-04
Cornell Pochily Investment Advisors, Inc.
DECREASED6,3826,452-70-1%$1.7M$1.5M-$270.3K2026-10-19
Founders Capital Management
DECREASED6,3758,628-2,253-26%$2.3M$1.5M-$859.8K2026-10-13
KMG Fiduciary Partners, LLC
DECREASED6,3736,881-508-7%$1.9M$1.5M-$388.2K2026-10-14
Rudd Co d/b/a Styre Wealth
NEW6,364—+6,364——$1.5M—2026-10-29
NorthCrest Asset Manangement, LLC
INCREASED6,3124,248+2,064+49%$1.2M$1.5M+$320.8K2026-10-13
Wealth Group, Ltd.
DECREASED6,30520,476-14,171-69%$5.5M$1.5K-$5.5M2026-10-30
Rydar Equities, Inc.
DECREASED6,3007,465-1,165-16%$2.0M$1.5M-$553.4K2026-10-13
Zullo Investment Group, Inc.
DECREASED6,2956,532-237-4%$1.8M$1.5M-$311.8K2026-10-20
James J. Burns & Company, LLC
UNCHANGED6,2686,26800%$1.7M$1.4M-$246.8K2026-10-22
Kenora Financial, LLC
DECREASED6,2256,945-720-10%$1.9M$1.4M-$439.7K2026-10-20
Powers Advisory Group, LLC
DECREASED6,2246,352-128-2%$1.7M$1.4M-$279.8K2026-10-14
Wedmont Private Capital
INCREASED6,2035,942+261+4%$1.6M$1.5M-$162.2K2026-10-09
Traynor Capital Management, Inc.
DECREASED6,1886,487-299-5%$1.8M$1.4M-$324.2K2026-10-29
St. Johns Investment Management Company, LLC
DECREASED6,1816,313-132-2%$1.7M$1.4M-$279.0K2026-10-30
Sava Infond d.o.o.
INCREASED6,1603,080+3,080+100%$832.6K$1.4M+$590.0K2026-10-28
Montgomery Investment Management Inc
UNCHANGED6,1596,15900%$1.7M$1.4M-$242.4K2026-10-26
Oxler Private Wealth LLC
DECREASED6,1476,148-10%$1.7M$1.4M-$242.3K2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
INCREASED6,0925,841+251+4%$1.6M$1.4M-$172.0K2026-10-15
Magnus Financial Group LLC
DECREASED6,0796,226-147-2%$1.7M$1.4M-$279.1K2026-10-21
Certuity, LLC
INCREASED6,0755,157+918+18%$1.4M$1.4M+$9.1K2026-11-02
Integral Investment Advisors, Inc.
DECREASED6,0736,124-51-1%$1.7M$1.4M-$252.9K2026-11-03
KPP Advisory Services LLC
DECREASED6,0596,359-300-5%$1.7M$1.4M-$319.6K2026-10-26
Embree Financial Group
DECREASED6,0436,209-166-3%$1.7M$1.4M-$282.9K2026-10-22
RMR Capital Management, LLC
UNCHANGED6,0396,03900%$1.6M$1.4M-$237.8K2026-10-23
Global Financial Private Client, LLC
INCREASED6,0336,019+14+0%$1.6M$1.4M-$233.7K2026-10-15
McHugh Group, LLC
INCREASED6,0306,006+24+0%$1.6M$1.4M-$231.3K2026-10-19
RDA Financial Network
INCREASED6,0285,816+212+4%$1.6M$1.4M-$180.0K2026-10-15
Vaughan David Investments LLC
DECREASED6,0286,114-86-1%$1.7M$1.4K-$1.7M2026-11-05
Capital Investment Counsel, Inc
INCREASED6,0275,960+67+1%$1.6M$1.4M-$219.2K2026-10-20
Carnegie Lake Advisors LLC
UNCHANGED6,0246,02400%$1.6M$1.4M-$237.2K2026-11-06
Valley Brook Capital Group, Inc.
DECREASED6,0106,520-510-8%$1.8M$1.4M-$374.5K2026-10-26
Hollow Brook Wealth Management LLC
UNCHANGED6,0076,00700%$1.6M$1.4M-$236.5K2026-10-29
First Nebraska Trust Co
UNCHANGED6,0066,00600%$1.6M$1.4M-$236.5K2026-10-30
Howard Capital Management, LLC
DECREASED5,9846,040-56-1%$1.6M$1.4M-$250.7K2026-10-16
Oakworth Capital, Inc.
INCREASED5,9675,587+380+7%$1.5M$1.4M-$130.7K2026-10-26
United Advisor Group, LLC
INCREASED5,9665,101+865+17%$1.4M$1.4M-$1.1K2026-11-03
Baxter Bros Inc
DECREASED5,9566,406-450-7%$1.7M$1.4M-$356.1K2026-11-04
Lederer & Associates Investment Counsel
DECREASED5,9556,128-173-3%$1.7K$1.4K-$2812026-10-23
Richards, Merrill & Peterson, Inc.
DECREASED5,9496,115-166-3%$1.7M$1.4M-$279.2K2026-10-19
1900 Wealth Management LLC
DECREASED5,9246,202-278-4%$1.7M$1.4M-$308.2K2026-10-13
Keystone Financial Planning, Inc.
DECREASED5,9186,046-128-2%$1.6M$1.4M-$267.7K2026-10-08
Aries Wealth Management
INCREASED5,8905,802+88+2%$1.6M$1.4M-$208.1K2026-10-23
Hubbell Strickland Wealth Management, LLC
UNCHANGED5,8785,87800%$1.6M$1.4M-$231.3K2026-10-29
S.A. Mason LLC
INCREASED5,8684,958+910+18%$1.3M$1.4M+$15.0K2026-10-13
Sterling Investment Counsel, LLC
INCREASED5,8675,624+243+4%$1.5M$1.4M-$165.3K2026-10-19
Tred Avon Family Wealth, LLC
DECREASED5,8535,942-89-1%$1.6M$1.4M-$254.5K2026-10-20
Hixon Zuercher, LLC
INCREASED5,7975,687+110+2%$1.5M$1.3M-$198.5K2026-10-13
TigerOak Management, L.L.C.
DECREASED5,7966,042-246-4%$1.6M$1.3M-$294.7K2026-10-23
Pavion Blue Capital, LLC
DECREASED5,7936,958-1,165-17%$1.9M$1.3M-$543.0K2026-11-05
Freedom Day Solutions, LLC
DECREASED5,7847,033-1,249-18%$1.9M$1.3M-$565.3K2026-10-20
Montecito Bank & Trust
INCREASED5,7625,732+30+1%$1.5M$1.3M-$218.7K2026-10-01
First Hawaiian Bank
UNCHANGED5,7555,75500%$1.6M$1.3M-$226.6K2026-10-14
Cerro Pacific Wealth Advisors LLC
INCREASED5,7214,895+826+17%$1.3M$1.3M-$1.9K2026-10-22
Legacy Wealth Asset Management, LLC
INCREASED5,7074,631+1,076+23%$1.3M$1.3M+$66.2K2026-10-09
Wealth Enhancement Trust Services, Inc.
DECREASED5,7035,924-221-4%$1.6M$1.3M-$284.3K2026-10-07
Prevail Innovative Wealth Advisors, LLC
NEW5,701—+5,701——$1.3M—2026-10-20
Portfolio Design Labs, LLC
INCREASED5,7015,686+15+0%$1.5M$1.3M-$220.4K2026-11-04
Enterprise Financial Services Corp
DECREASED5,6965,804-108-2%$1.6M$1.3M-$253.4K2026-11-03
Little House Capital LLC
INCREASED5,6935,311+382+7%$1.4M$1.3M-$121.0K2026-11-06
Doliver Advisors, LP
INCREASED5,6494,121+1,528+37%$1.1M$1.3M+$190.6K2026-10-01
Hudock, Inc.
INCREASED5,6342,476+3,158+128%$669.4K$1.3M+$632.0K2026-10-14
Birch Hill Investment Advisors LLC
UNCHANGED5,6165,61600%$1.5M$1.3M-$221.1K2026-10-16
Outfitters Financial LLC
INCREASED5,6055,555+50+1%$1.5M$1.3M-$207.2K2026-10-23
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED5,6047,664-2,060-27%$2.1M$1.3M-$777.5K2026-11-03
Spire Wealth Management
DECREASED5,6035,977-374-6%$1.6M$1.3M-$321.8K2026-10-30
Mogy Joel R Investment Counsel Inc
UNCHANGED5,5935,59300%$1.5M$1.3M-$220.2K2026-10-13
Asset Advisors Investment Management, LLC
DECREASED5,5766,009-433-7%$1.6M$1.3M-$336.6K2026-10-19
Family Legacy, Inc.
INCREASED5,5745,495+79+1%$1.5M$1.3M-$198.1K2026-10-13
Lewis Asset Management, LLC
DECREASED5,5355,693-158-3%$1.5M$1.3M-$260.6K2026-10-14
Barlow Wealth Partners, LLC
UNCHANGED5,5345,53400%$1.5M$1.3M-$253.5K2026-10-15
Granite Investment Partners, LLC
DECREASED5,5115,551-40-1%$1.5M$1.3M-$227.8K2026-11-04
American State Bank (Iowa)
INCREASED5,5085,195+313+6%$1.4M$1.3M-$132.2K2026-11-03
Alta Advisers Ltd
INCREASED5,5042,714+2,790+103%$733.6K$1.3M+$537.5K2026-11-02
KFG LLC
NEW5,496—+5,496——$1.3M—2026-11-02
3Chopt Investment Partners, LLC
DECREASED5,4936,341-848-13%$1.7M$1.3M-$445.5K2026-10-30
First National Bank of Mount Dora, Trust Investment Services
DECREASED5,48319,642-14,159-72%$5.3M$1.3M-$4.0M2026-10-21
Peoples Bank
DECREASED5,4805,683-203-4%$1.5M$1.3M-$270.6K2026-10-09
Jnba Financial Advisors
INCREASED5,4455,155+290+6%$1.4M$1.3M-$136.0K2026-11-03
Investment Insight Wealth Management, LLC
INCREASED5,4455,440+5+0%$1.5M$1.3M-$213.2K2026-10-30
TSG Advice Partners, LLC
NEW5,438—+5,438——$1.5M—2026-10-29
Kennebec Savings Bank
INCREASED5,4285,029+399+8%$1.4M$1.3M-$105.8K2026-10-22
Diversified Management Inc
INCREASED5,4243,674+1,750+48%$993.1K$1.3M+$259.5K2026-10-08
Retirement Guys Formula LLC
INCREASED5,4244,814+610+13%$1.3M$1.3M-$48.7K2026-10-26
Pinnacle Bancorp, Inc.
DECREASED5,4145,441-270%$1.5M$1.3M-$220.4K2026-10-21
First County Bank
INCREASED5,4015,067+334+7%$1.4M$1.2M-$122.4K2026-10-13
Waterfront Wealth Inc.
DECREASED5,3835,851-468-8%$1.6M$1.3M-$283.7K2026-11-03
Sound Income Strategies, LLC
DECREASED5,3595,773-414-7%$1.6M$1.3M-$291.0K2026-10-09
Premier Path Wealth Partners, LLC
INCREASED5,3515,247+104+2%$1.4M$1.2M-$182.5K2026-10-16
PW Nova Financial Services LLC
DECREASED5,3205,681-361-6%$1.5M$1.2M-$307.0K2026-10-15
Moneco Advisors, LLC
DECREASED5,2965,301-50%$1.4M$1.2M-$209.9K2026-11-05
Aaron Wealth Advisors LLC
DECREASED5,2777,748-2,471-32%$2.1M$1.2M-$875.7K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED5,265456+4,809+1055%$123.3K$1.2M+$1.1M2026-10-30
Leisure Capital Management
INCREASED5,2605,145+115+2%$1.4M$1.2M-$176.0K2026-11-03
Finivi Inc.
DECREASED5,2509,760-4,510-46%$2.6M$1.2M-$1.4M2026-10-13
Everhart Financial Group, Inc.
DECREASED5,2425,633-391-7%$1.5M$1.2M-$312.3K2026-10-08
Andrews Advisory Associates, LLC
INCREASED5,2415,005+236+5%$1.4M$1.2M-$142.8K2026-10-15
Townsend Asset Management Corp
DECREASED5,2365,277-41-1%$1.4M$1.2M-$217.2K2026-10-29
JGP Wealth Management, LLC
DECREASED5,2186,823-1,605-24%$1.8M$1.2M-$639.5K2026-10-13
Krilogy Financial LLC
DECREASED5,2095,356-147-3%$1.4M$1.2M-$220.4K2026-10-13
Patton Albertson Miller Group, LLC
DECREASED5,2045,259-55-1%$1.4M$1.2M-$220.0K2026-10-26
Flagship Harbor Advisors, LLC
INCREASED5,2035,042+161+3%$1.4M$1.2M-$161.5K2026-10-26
Souders Financial Advisors
DECREASED5,1915,757-566-10%$1.6M$1.2M-$357.3K2026-11-03
Deseret Mutual Benefit Administrators
INCREASED5,1815,088+93+2%$1.4M$1.2M-$178.8K2026-11-04
TT Capital Management LLC
NEW5,179—+5,179——$1.2M—2026-10-15
Rahlfs Capital, LLC
DECREASED5,1458,610-3,465-40%$2.3M$1.2M-$1.1M2026-10-23
AA Financial Advisors, LLC
INCREASED5,1364,742+394+8%$1.3M$1.2M-$95.7K2026-10-19
Integrated Advisors Network LLC
DECREASED5,1345,417-283-5%$1.5M$1.2M-$278.4K2026-10-20
PKS Advisory Services, LLC
UNCHANGED5,1285,12800%$1.4M$1.4M$02026-10-26
Guardian Asset Advisors, LLC
INCREASED5,1115,023+88+2%$1.4M$1.2M-$179.8K2026-10-16
Center for Financial Planning, Inc.
DECREASED5,1095,300-191-4%$1.4M$1.2M-$252.5K2026-10-26
Cassia Capital Partners, LLC
INCREASED5,0774,585+492+11%$1.2M$1.2M-$66.9K2026-11-04
Clark Wealth Partners
INCREASED5,0544,140+914+22%$1.1M$1.2M+$48.3K2026-10-19
Paragon Private Wealth Management, LLC
INCREASED5,0444,132+912+22%$1.1M$1.2M+$47.6K2026-10-20
Fourpath Capital Management, LLC
DECREASED5,0385,171-133-3%$1.4M$1.2M-$234.3K2026-10-19
Trueblood Wealth Management, LLC
DECREASED5,0385,138-100-2%$1.4M$1.2M-$225.3K2026-10-23
Mechanics Financial Corp
DECREASED5,0335,176-143-3%$1.4M$1.2M-$236.8K2026-11-05
Wolff Wiese Magana LLC
INCREASED4,9934,839+154+3%$1.3M$1.2M-$155.1K2026-10-15
Bennett Selby Investments LP
DECREASED4,9785,075-97-2%$1.4M$1.1M-$222.3K2026-10-19
Fortem Financial Group, LLC
INCREASED4,9694,956+13+0%$1.3M$1.1M-$192.1K2026-10-20
Wolff Financial Management LLC
DECREASED4,9424,951-90%$1.3M$1.1M-$197.0K2026-10-23
Quilter Plc
DECREASED4,9196,514-1,595-24%$1.8M$1.1M-$624.8K2026-10-21
Retirement Planning Co of New England, Inc.
DECREASED4,9194,922-30%$1.3M$1.1M-$194.4K2026-10-15
Founders Financial Securities LLC
DECREASED4,9165,792-876-15%$1.6M$1.1M-$430.3K2026-10-28
BKM Wealth Management, LLC
DECREASED4,9075,428-521-10%$1.5M$1.1M-$334.0K2026-10-22
Legacy Trust
INCREASED4,9074,678+229+5%$1.3M$1.3M+$2.1K2026-11-06
Cove Private Wealth, LLC
INCREASED4,8994,887+12+0%$1.3M$1.1M-$189.6K2026-10-28
Bluedoor Private Wealth, LLC
INCREASED4,8754,820+55+1%$1.3M$1.1M-$177.0K2026-11-05
Delta Financial Advisors LLC
UNCHANGED4,8634,86300%$1.3M$1.1M-$191.5K2026-10-27
Prairie Advisory, LLC
INCREASED4,8582,425+2,433+100%$655.5K$1.1M+$466.2K2026-10-19
NBH Bank
INCREASED4,8544,723+131+3%$1.3M$1.1M-$155.7K2026-11-05
Connecticut Wealth Management, LLC
DECREASED4,8534,978-125-3%$1.3M$1.1M-$224.9K2026-10-13
Alpine Bank Wealth Management
DECREASED4,8525,830-978-17%$1.6M$1.1M-$455.4K2026-10-16
Grey Ledge Advisors, LLC
DECREASED4,8475,556-709-13%$1.5M$1.1M-$382.5K2026-11-02
Summit Wealth Group LLC / Co
INCREASED4,8372,470+2,367+96%$667.7K$1.1M+$449.3K2026-10-29
Cidel Asset Management Inc
INCREASED4,8294,410+419+10%$1.2M$1.1M-$76.9K2026-10-29
Allen Mooney & Barnes Investment Advisors LLC
INCREASED4,8214,810+11+0%$1.3M$1.1M-$186.8K2026-10-08
Kercheville Advisors, LLC
DECREASED4,8124,972-160-3%$1.3M$1.1M-$232.8K2026-10-19
Cadinha & Co LLC
DECREASED4,80147,969-43,168-90%$13.0M$1.1M-$11.9M2026-10-22
Herold Advisors, Inc.
DECREASED4,7984,945-147-3%$1.3M$1.1M-$230.9K2026-10-19
Asahi Life Asset Management Co., Ltd.
DECREASED4,7978,606-3,809-44%$2.3M$1.1M-$1.2M2026-11-06
Etesian Wealth Advisors, Inc.
DECREASED4,7945,025-231-5%$1.4M$1.1M-$251.2K2026-10-27
Burke & Herbert Bank & Trust Co
INCREASED4,7834,776+7+0%$1.3M$1.1M-$186.4K2026-11-02
Csenge Advisory Group
DECREASED4,7736,010-1,237-21%$1.6M$1.1M-$522.5K2026-11-04
William B. Walkup & Associates, Inc.
INCREASED4,7473,468+1,279+37%$937.6K$1.1M+$158.6K2026-11-05
Newman Dignan & Sheerar, Inc.
UNCHANGED4,7434,74300%$1.3M$1.1M-$186.7K2026-10-21
Harbor Investment Advisory, LLC
INCREASED4,7294,019+710+18%$1.1M$1.1M+$5.8K2026-10-13
Northstar Asset Management Co
DECREASED4,7054,956-251-5%$1.3M$1.2M-$153.5K2026-10-22
Klingman & Associates, LLC
DECREASED4,6955,012-317-6%$1.4M$1.1M-$270.5K2026-10-20
Olistico Wealth, LLC
DECREASED4,6944,729-35-1%$1.3M$1.1M-$194.2K2026-10-05
Pines Wealth Management, LLC
INCREASED4,6904,479+211+5%$1.2M$1.1M-$127.6K2026-10-21
Strategic Blueprint, LLC
INCREASED4,6894,412+277+6%$1.2M$1.1M-$109.8K2026-10-22
Radnor Capital Management, LLC
UNCHANGED4,6534,65300%$1.3M$1.1M-$183.2K2026-10-23
Mill Capital Management, LLC
DECREASED4,6504,750-100-2%$1.3M$1.1M-$210.1K2026-10-26
PDS Planning, Inc
INCREASED4,6424,106+536+13%$1.1M$1.1M-$37.7K2026-11-03
Wynn Capital, LLC
UNCHANGED4,6224,62200%$1.2M$1.1M-$182.0K2026-10-13
AdvisorNet Financial, Inc
DECREASED4,6084,863-255-5%$1.3M$1.1M-$216.3K2026-10-15
Fiduciary Financial Group, LLC
DECREASED4,6045,140-536-10%$1.4M$1.1M-$326.1K2026-10-13
MCF Advisors LLC
DECREASED4,5884,795-207-4%$1.3M$1.1M-$236.5K2026-10-28
Golden Reserve Retirement LLC
INCREASED4,5872,916+1,671+57%$788.1K$1.1M+$271.3K2026-11-02
Larry Mathis Financial Planning, LLC
DECREASED4,5844,835-251-5%$1.3M$1.1M-$248.3K2026-10-26
Arista Wealth Management, LLC
DECREASED4,5844,659-75-2%$1.3M$1.1M-$200.7K2026-10-29
Aull & Monroe Investment Management Corp
DECREASED4,5764,626-50-1%$1.3M$1.1M-$193.6K2026-10-16
Greenwood Gearhart LLC
DECREASED4,5704,790-220-5%$1.3M$1.1M-$239.4K2026-11-02
Hanson & Doremus Investment Management
DECREASED4,5554,626-71-2%$1.3M$1.1K-$1.2M2026-10-16
Financial Freedom, LLC
DECREASED4,5214,695-174-4%$1.3M$1.0M-$225.1K2026-11-06
Buttonwood Financial Advisors Inc.
INCREASED4,5214,429+92+2%$1.2M$1.0M-$153.1K2026-10-13
Mendel Money Management
DECREASED4,5104,647-137-3%$1.3M$1.0M-$214.6K2026-11-02
Violich Capital Management, Inc.
DECREASED4,5034,603-100-2%$1.2M$1.0M-$204.3K2026-10-05
Greenspring Advisors, LLC
INCREASED4,5002,002+2,498+125%$541.1K$1.0M+$498.4K2026-11-05
HCR Wealth Advisors
DECREASED4,5004,757-257-5%$1.3M$1.0M-$246.7K2026-10-15
Atlas Brown,Inc.
INCREASED4,4834,465+18+0%$1.2M$1.0M-$171.6K2026-10-09
Supplemental Annuity Collective Trust of NJ
DECREASED4,4774,557-80-2%$1.2M$1.0M-$197.9K2026-11-02
Biltmore Family Office, LLC
DECREASED4,4774,478-10%$1.2M$1.0M-$176.5K2026-11-03
Pinion Investment Advisors, LLC
DECREASED4,4585,123-665-13%$1.4M$1.0M-$355.4K2026-11-04
Ridgewood Investments LLC
NEW4,443—+4,443——$1.0M—2026-10-05
Grant Private Wealth Management Inc
INCREASED4,4412,877+1,564+54%$777.6K$1.0M+$248.1K2026-10-19
Bill Few Associates, Inc.
INCREASED4,4333,950+483+12%$1.1M$1.0M-$44.0K2026-10-09
Norway Savings Bank
INCREASED4,3933,702+691+19%$1.0M$1.0M+$13.8K2026-10-20
Summit Global Investments
INCREASED4,3872,657+1,730+65%$718.0K$1.0K-$717.0K2026-10-28
Solidarity Wealth, LLC
DECREASED4,3824,411-29-1%$1.2M$1.0M-$180.6K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED4,3814,683-302-6%$1.3M$1.0M-$254.1K2026-11-04
Harold Davidson & Associates Inc.
DECREASED4,3614,905-544-11%$1.3M$1.0M-$318.7K2026-10-29
Granite Islands Private Wealth, LLC
DECREASED4,3464,371-25-1%$1.2M$998.8K-$175.1K2026-10-16
Evermay Wealth Management LLC
DECREASED4,3444,565-221-5%$1.2M$1.0M-$230.8K2026-11-05
McGlone Suttner Wealth Management, Inc.
DECREASED4,3264,541-215-5%$1.2M$999.1K-$228.3K2026-10-13
Obermeyer Wealth Partners
DECREASED4,3234,593-270-6%$1.2M$998.4K-$243.2K2026-10-21
InTrack Investment Management Inc
DECREASED4,3205,371-1,051-20%$1.5M$997.7K-$454.2K2026-10-15
Birinyi Associates Inc
DECREASED4,3116,008-1,697-28%$1.6M$995-$1.6M2026-10-28
Todd Asset Management LLC
UNCHANGED4,3084,30800%$1.2M$994.9K-$169.6K2026-10-27
Bank of New Hampshire
UNCHANGED4,3084,30800%$1.2M$994.9K-$169.6K2026-10-06
PFC Capital Group, Inc.
DECREASED4,3034,403-100-2%$1.2M$993.7K-$196.3K2026-11-06
Wealth Quarterback LLC
INCREASED4,3023,617+685+19%$977.8K$993.6K+$15.8K2026-10-20
Jmac Enterprises LLC
INCREASED4,3003,500+800+23%$946.1K$993.0K+$47.0K2026-10-30
Alliance Wealth Advisors, LLC
DECREASED4,2864,506-220-5%$1.2M$989.9K-$228.0K2026-10-28
Jeppson Wealth Management, LLC
INCREASED4,2603,708+552+15%$1.0M$983.8K-$18.5K2026-10-20
Affiance Financial, LLC
INCREASED4,2434,032+211+5%$1.1M$980.0K-$109.9K2026-10-15
Capital Advisors Wealth Management, LLC
DECREASED4,2304,628-398-9%$1.3M$976.8K-$274.3K2026-10-09
Accredited Investors Inc.
INCREASED4,2153,742+473+13%$1.0M$973.5K-$37.9K2026-11-03
Lantz Financial LLC
DECREASED4,1934,858-665-14%$1.3M$968.3K-$344.8K2026-10-15
Hardworking Capital Advisors, LLC
DECREASED4,1854,285-100-2%$1.2M$966.6K-$191.6K2026-10-20
Rossby Financial, LCC
INCREASED4,1822,948+1,234+42%$797.0K$965.9K+$168.9K2026-11-05
Adelphi Trust Co
INCREASED4,1673,880+287+7%$1.0M$962.3K-$86.5K2026-10-05
Weatherly Asset Management L. P.
INCREASED4,1504,140+10+0%$1.1M$958.4K-$160.7K2026-10-20
Argentarii, LLC
INCREASED4,1462,332+1,814+78%$639.3K$957.5K+$318.2K2026-10-28
Waters Parkerson & Co., LLC
UNCHANGED4,1444,14400%$1.1M$957.0K-$163.2K2026-11-04
Stableford Capital II LLC
INCREASED4,1383,467+671+19%$937.2K$955.6K+$18.5K2026-10-09
Econ Financial Services Corp
NEW4,133—+4,133——$954.5K—2026-10-19
Relyea Zuckerberg Hanson LLC
DECREASED4,1325,244-1,112-21%$1.4M$954.3K-$463.3K2026-10-20
Foster Dykema Cabot & Partners, LLC
DECREASED4,1294,250-121-3%$1.1M$953.6K-$195.3K2026-10-30
Wealth Dimensions Group, Ltd.
INCREASED4,1124,003+109+3%$1.1M$949.7K-$132.2K2026-11-02
Smith Shellnut Wilson LLC
DECREASED4,1084,226-118-3%$1.1M$948.7K-$193.6K2026-10-21
Wiregrass Investment Management LLC
INCREASED4,1054,068+37+1%$1.1M$948.1K-$151.6K2026-11-05
IVC Wealth Advisors LLC
DECREASED4,0954,466-371-8%$1.2M$945.8K-$261.5K2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED4,0922,707+1,385+51%$731.7K$945.0K+$213.3K2026-10-13
Verus Capital Partners, LLC
DECREASED4,0844,090-60%$1.1M$943.1K-$162.5K2026-11-03
Ironwood Financial, llc
DECREASED4,0804,875-795-16%$1.3M$942.2K-$386.7K2026-10-20
Smithbridge Asset Management Inc
UNCHANGED4,0794,07900%$1.1M$942.0K-$160.6K2026-10-19
Mengis Capital Management, Inc.
DECREASED4,0464,182-136-3%$1.1M$934.4K-$196.2K2026-10-13
KFA Private Wealth Group, LLC
INCREASED4,0193,664+355+10%$990.6K$928.2K-$62.4K2026-10-07
Windsor Capital Management, LLC
DECREASED3,9844,098-114-3%$1.1M$920.1K-$187.8K2026-10-13
Roxbury Financial LLC
DECREASED3,9834,279-296-7%$1.2M$919.7K-$236.9K2026-10-01
Financial Solutions Advisory Group, Inc.
DECREASED3,9704,061-91-2%$1.1M$964.6K-$158.2K2026-10-28
Journey Retirement Planning & Investment Management LLC
INCREASED3,9673,334+633+19%$901.2K$916.2K+$15.0K2026-10-09
SevenBridge Financial Group, LLC
DECREASED3,9664,591-625-14%$1.3M$977.7K-$282.4K2026-10-26
Bullock Wealth Management Group
INCREASED3,9563,887+69+2%$1.0M$917.0K-$130.2K2026-10-09
Royal Harbor Partners, LLC
DECREASED3,9443,955-110%$1.1M$910.8K-$158.2K2026-10-29
Davidson Trust Co
DECREASED3,9414,041-100-2%$1.1M$910.1K-$182.2K2026-10-09
Peachtree Investment Partners, LLC
DECREASED3,9214,052-131-3%$1.1M$905.6K-$189.7K2026-11-05
Aspen Investment Management Inc
DECREASED3,9144,064-150-4%$1.1K$904-$1952026-11-05
Annex Advisory Services, LLC
DECREASED3,9114,031-120-3%$1.1M$903.1K-$186.4K2026-10-16
Finward Bancorp
DECREASED3,9054,003-98-2%$1.1M$901.8K-$180.2K2026-10-14
Sterling Investment Advisors, Ltd.
DECREASED3,8844,369-485-11%$1.2M$897.0K-$284.0K2026-10-27
MBA Advisors LLC
INCREASED3,8843,716+168+5%$1.0M$897.1K-$107.5K2026-10-29
Lakeside Advisors, Inc.
INCREASED3,8733,788+85+2%$1.0M$894.4K-$129.5K2026-10-20
Triad Wealth Partners, LLC
DECREASED3,8684,143-275-7%$1.1M$893.2K-$205.7K2026-10-26
Compass Capital Management, Inc
UNCHANGED3,8563,85600%$1.0M$890.5K-$151.8K2026-11-06
Signal Advisors Wealth, LLC
DECREASED3,8553,979-124-3%$1.1M$890.3K-$185.2K2026-10-13
Silverlake Wealth Management LLC
INCREASED3,8263,519+307+9%$951.2K$883.6K-$67.6K2026-10-21
Trust Co of Oklahoma
DECREASED3,8264,117-291-7%$1.1M$883.6K-$229.3K2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED3,8102,586+1,224+47%$699.6K$879.8K+$180.3K2026-10-13
Markowski Investments
DECREASED3,8094,193-384-9%$1.1M$879.5K-$253.8K2026-10-30
Essex Bank
DECREASED3,7934,573-780-17%$1.2M$875.9K-$360.1K2026-10-16
Partners Wealth Management, LLC
NEW3,778—+3,778——$872.4K—2026-10-28
Strategy Asset Managers LLC
INCREASED3,7753,672+103+3%$992.7K$871.7K-$121.0K2026-10-14
Sovran Advisors, LLC
INCREASED3,7593,471+288+8%$947.8K$967.7K+$19.9K2026-11-02
Piscataqua Savings Bank
DECREASED3,7504,061-311-8%$1.1M$866.0K-$231.7K2026-10-21
Redmond Asset Management, LLC
DECREASED3,7483,758-100%$1.0M$865.6K-$150.3K2026-10-27
Live Oak Private Wealth LLC
INCREASED3,7373,707+30+1%$1.0M$863.0K-$139.0K2026-11-02
Beaumont Asset Management, L.L.C.
INCREASED3,7253,163+562+18%$855.0K$860.3K+$5.3K2026-10-16
Creative Financial Designs Inc
INCREASED3,7013,453+248+7%$933.2K$854.7K-$78.5K2026-11-04
Enhancing Capital LLC
UNCHANGED3,7003,70000%$1.0M$854.5K-$145.7K2026-10-26
Southern Michigan Bank & Trust
INCREASED3,6783,556+122+3%$961.2K$849.4K-$111.8K2026-10-19
Stiles Financial Services Inc
DECREASED3,6773,836-159-4%$1.0M$849.2K-$187.6K2026-10-30
Meadow Creek Wealth Advisors LLC
DECREASED3,6733,850-177-5%$1.0M$848.2K-$192.5K2026-11-02
Forza Wealth Management, LLC
UNCHANGED3,6723,67200%$992.6K$848.0K-$144.6K2026-10-20
Brown Miller Wealth Management, LLC
INCREASED3,6713,669+2+0%$991.9K$847.9K-$144.0K2026-11-02
West Branch Capital LLC
DECREASED3,6643,927-263-7%$1.1M$846.2K-$215.2K2026-10-20
Richwood Investment Advisors, LLC
DECREASED3,6553,800-145-4%$1.0M$844.2K-$183.1K2026-10-30
Blue Fin Capital, Inc.
DECREASED3,6433,647-40%$985.8K$841.3K-$144.5K2026-10-28
HMS Capital Management, LLC
INCREASED3,6303,544+86+2%$958.1K$838.3K-$119.7K2026-10-20
Corundum Group, Inc.
INCREASED3,6273,408+219+6%$921.2K$837.6K-$83.6K2026-10-28
CRA Financial Services, LLC
DECREASED3,6193,741-122-3%$1.0M$835.7K-$175.7K2026-10-16
Diligent Investors, LLC
DECREASED3,6094,517-908-20%$1.2M$833.6K-$387.4K2026-10-21
Chapman Financial Group, LLC
DECREASED3,6003,746-146-4%$1.0M$831.4K-$181.2K2026-10-26
Abacus Planning Group, Inc.
DECREASED3,5873,663-76-2%$990.0K$828.4K-$161.6K2026-11-02
Probity Advisors, Inc.
DECREASED3,5833,640-57-2%$983.9K$827.5K-$156.5K2026-10-23
71 West Capital Partners
DECREASED3,5724,167-595-14%$1.1M$824.9K-$301.5K2026-11-04
Unique Wealth, LLC
INCREASED3,5703,414+156+5%$922.8K$824.4K-$98.4K2026-10-16
Hendershot Investments Inc.
DECREASED3,5693,676-107-3%$993.8K$824.3K-$169.5K2026-11-05
Rede Wealth, LLC
INCREASED3,5613,559+2+0%$962.0K$822.4K-$139.5K2026-10-22
Patrick M Sweeney & Associates, Inc
INCREASED3,5543,514+40+1%$949.9K$820.8K-$129.1K2026-10-22
Bernardo Wealth Planning LLC
INCREASED3,5401,797+1,743+97%$485.7K$817.4K+$331.7K2026-10-23
Financial Network Wealth Advisors LLC
INCREASED3,5273,522+5+0%$952.1K$814.6K-$137.5K2026-10-28
Beacon Bank & Trust
DECREASED3,5223,776-254-7%$1.0M$813.4K-$207.3K2026-10-27
MSH Capital Advisors LLC
DECREASED3,5134,955-1,442-29%$1.3M$811.3K-$528.1K2026-11-03
K2 Financial Inc.
DECREASED3,5093,753-244-6%$1.0M$826.9K-$222.1K2026-10-26
tru Independence LLC
DECREASED3,4783,536-58-2%$955.8K$803.2K-$152.5K2026-10-20
Aire Advisors, LLC
INCREASED3,4743,472+2+0%$938.6K$802.3K-$136.3K2026-10-22
Aurora Private Wealth, Inc.
INCREASED3,4673,413+54+2%$922.0K$801-$921.2K2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED3,4653,464+1+0%$936.3K$800.3K-$136.0K2026-10-23
Grove Bank & Trust
DECREASED3,4623,514-52-1%$949.9K$799.5K-$150.4K2026-10-08
Burford Brothers, Inc.
DECREASED3,4373,441-40%$930.0K$793.8K-$136.2K2026-10-21
Catalyst Financial Partners LLC
DECREASED3,4304,124-694-17%$1.1M$792.1K-$322.6K2026-11-06
Almanack Investment Partners, Llc.
DECREASED3,4263,469-43-1%$937.7K$791.2K-$146.5K2026-11-03
W Advisors, LLC
INCREASED3,4203,387+33+1%$915.6K$789.9K-$125.7K2026-11-02
Hilton Head Capital Partners, LLC
DECREASED3,4013,636-235-6%$982.7K$785.3K-$197.4K2026-10-23
Grandfield & Dodd, LLC
DECREASED3,3943,444-50-1%$930.9K$783.8K-$147.1K2026-10-29
AMI Asset Management Corp
INCREASED3,3933,381+12+0%$913.9K$783.6K-$130.3K2026-10-20
AM Investment Strategies LLC
INCREASED3,3923,377+15+0%$915$783-$1322026-11-05
General Partner, Inc.
UNCHANGED3,3893,38900%$916.1K$782.7K-$133.4K2026-10-05
Kelleher Financial Advisors
DECREASED3,3825,874-2,492-42%$1.6M$781.0K-$806.8K2026-10-30
Sanders Morris Harris LLC
INCREASED3,3742,500+874+35%$675.8K$798.0K+$122.2K2026-10-14
West Bancorporation Inc
UNCHANGED3,3623,36200%$908.8K$776.4K-$132.4K2026-10-29
Zions Bancorporation, National Association
DECREASED3,3505,673-2,323-41%$1.5M$773.6K-$759.8K2026-11-06
Paladin Wealth, LLC
INCREASED3,3502,504+846+34%$676.9K$773.5K+$96.7K2026-10-23
MV Capital Management, Inc.
DECREASED3,3423,692-350-9%$998.0K$771.8K-$226.2K2026-10-29
Destiny Wealth Partners, LLC
INCREASED3,3281,309+2,019+154%$354.3K$884.1K+$529.8K2026-11-05
Successful Portfolios LLC
DECREASED3,3203,355-35-1%$924.5K$773.7K-$150.9K2026-10-09
Persium Advisors, LLC
INCREASED3,3112,958+353+12%$799.6K$764.6K-$34.9K2026-10-07
Wealth Architects, LLC
INCREASED3,3113,015+296+10%$815.0K$764.7K-$50.3K2026-11-03
Evansbrook LLC
DECREASED3,3023,462-160-5%$935.8K$762.6K-$173.2K2026-10-16
Vanguard Capital Wealth Advisors
INCREASED3,3023,287+15+0%$888.6K$762.5K-$126.1K2026-10-16
Willow Creek Wealth Management Inc.
DECREASED3,2883,315-27-1%$896.1K$759.3K-$136.7K2026-10-26
Whipplewood Advisors, LLC
DECREASED3,2843,328-44-1%$899.6K$758.4K-$141.2K2026-10-20
West Paces Advisors Inc.
DECREASED3,2743,489-215-6%$943.2K$756.0K-$187.1K2026-10-13
Canvas Wealth Advisors, LLC
DECREASED3,2653,275-100%$885.2K$840.3K-$44.9K2026-11-02
Coyle Financial Counsel LLC
DECREASED3,2633,325-62-2%$898.8K$753.6K-$145.2K2026-10-28
Landaas & Co
UNCHANGED3,2623,26200%$881.8K$753.4K-$128.4K2026-10-29
Atwood & Palmer Inc
UNCHANGED3,2483,24800%$878.0K$750.1K-$127.9K2026-10-08
D.B. Root & Company, LLC
DECREASED3,2393,336-97-3%$901.8K$748.0K-$153.7K2026-11-04
Verity Asset Management, Inc.
DECREASED3,2353,258-23-1%$880.7K$747.1K-$133.6K2026-10-30
Nordwand Advisors, LLC
INCREASED3,2313,079+152+5%$832.3K$746.2K-$86.1K2026-11-05
Trust Point Inc.
DECREASED3,2154,221-1,006-24%$1.1M$742.5K-$398.5K2026-10-27
NTV Asset Management LLC
INCREASED3,1933,093+100+3%$836.1K$737.4K-$98.7K2026-10-23
Zega Investments, LLC
INCREASED3,1923,066+126+4%$828.8K$737.2K-$91.6K2026-11-04
Alhambra Investment Management LLC
DECREASED3,1903,265-75-2%$882.5K$736.7K-$145.9K2026-10-15
Lesa Sroufe & Co
UNCHANGED3,1883,18800%$862.0K$736-$861.3K2026-10-29
Capital Advantage, Inc.
INCREASED3,1781,665+1,513+91%$450.1K$733.9K+$283.9K2026-10-14
Westover Capital Advisors, LLC
DECREASED3,1763,211-35-1%$868.0K$733.5K-$134.5K2026-10-26
Cornerstone Advisory, LLC
DECREASED3,1723,245-73-2%$877.2K$732.5K-$144.7K2026-11-06
Barr E S & Co
UNCHANGED3,1703,17000%$857.0K$732.1K-$124.8K2026-11-06
Armstrong Advisory Group, Inc
DECREASED3,1683,349-181-5%$905.1K$731.5K-$173.6K2026-10-09
Net Worth Advisory Group
INCREASED3,1642,405+759+32%$650.2K$733.5K+$83.3K2026-10-20
Cottonwood Capital Advisors, LLC
DECREASED3,1513,152-10%$851.9K$727.6K-$124.3K2026-10-20
One Way Holdings LLC
DECREASED3,1383,157-19-1%$853.4K$724.7K-$128.7K2026-10-29
Twelve Points Wealth Management LLC
DECREASED3,1373,332-195-6%$900.6K$809.7K-$90.9K2026-11-03
Union Savings Bank
INCREASED3,1333,126+7+0%$845.0K$723.5K-$121.4K2026-10-14
First Affirmative Financial Network
NEW3,132—+3,132——$723.2K—2026-10-21
Revolve Wealth Partners, LLC
DECREASED3,1263,876-750-19%$1.0M$721.9K-$325.8K2026-10-23
Financial Synergies Wealth Advisors, Inc.
INCREASED3,1252,936+189+6%$793.6K$721.7K-$71.9K2026-10-16
Ledyard National Bank
DECREASED3,1253,234-109-3%$874.2K$721.7K-$152.5K2026-10-21
BIP Wealth, LLC
DECREASED3,1243,190-66-2%$862.3K$721.4K-$140.9K2026-10-22
Pullen Investment Management, LLC
NEW3,120—+3,120——$720.5K—2026-10-23
Avestar Capital, LLC
DECREASED3,1016,788-3,687-54%$1.8M$716.1K-$1.1M2026-10-28
Acima Private Wealth, LLC
UNCHANGED3,1013,10100%$838.2K$716.1K-$122.1K2026-10-05
Quadcap Wealth Management, LLC
DECREASED3,0983,161-63-2%$854.4K$715.5K-$138.8K2026-11-02
Talbot Financial, LLC
DECREASED3,09236,694-33,602-92%$9.9M$714.1K-$9.2M2026-10-19
Oarsman Capital, Inc.
DECREASED3,0923,181-89-3%$859.9K$714.1K-$145.8K2026-11-05
Dickmeyer Boyce Financial Management, Inc.
DECREASED3,0893,127-38-1%$845.2K$713.4K-$131.8K2026-10-08
Kennedy Investment Group, Inc.
DECREASED3,0793,087-80%$834.6K$711.0K-$123.6K2026-10-21
WealthPLAN Partners, LLC
INCREASED3,0782,391+687+29%$646.3K$710.7K+$64.4K2026-10-15
LCM Capital Management Inc
INCREASED3,0603,042+18+1%$822.3K$706.7K-$115.6K2026-10-20
J.Safra Asset Management Corp
DECREASED3,0583,078-20-1%$831.9K$706.1K-$125.8K2026-11-03
Partnership Wealth Management, LLC
DECREASED3,0463,155-109-3%$852.8K$703.4K-$149.4K2026-10-05
Capital Management Associates, Inc
DECREASED3,0453,085-40-1%$833.9K$703.2K-$130.8K2026-10-20
Financial Management Network Inc
DECREASED3,0413,049-80%$816.1K$705.1K-$111.1K2026-10-09
Tlwm
DECREASED3,0373,156-119-4%$853.1K$701.4K-$151.7K2026-10-09
Core Wealth Management, Inc.
DECREASED3,0343,045-110%$823.1K$700.7K-$122.4K2026-10-22
Advantage Trust Co
UNCHANGED3,0323,03200%$819.6K$700.2K-$119.4K2026-10-19
Dumont & Blake Investment Advisors LLC
INCREASED3,0173,011+6+0%$814.0K$696.8K-$117.2K2026-10-28
First Citizens Financial Corp
DECREASED3,0113,116-105-3%$842.3K$695.4K-$146.9K2026-10-02
Archford Capital Strategies, LLC
DECREASED3,0063,628-622-17%$980.8K$694.3K-$286.5K2026-10-19
DeDora Capital, Inc.
INCREASED3,0022,981+21+1%$805.9K$693.4K-$112.5K2026-10-26
Duncker Streett & Co Inc
DECREASED2,9953,022-27-1%$816.9K$691.6K-$125.3K2026-10-27
Integrity Advisory Solutions, LLC
INCREASED2,9932,383+610+26%$644.3K$691.4K+$47.1K2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED2,9923,080-88-3%$840.1K$691.0K-$149.1K2026-10-14
First American Bank
DECREASED2,9903,305-315-10%$893.4K$690.5K-$202.9K2026-10-27
Sage Investment Advisers LLC
INCREASED2,9852,504+481+19%$676.8K$689.4K+$12.5K2026-10-21
Johnson & White Wealth Management, LLC
INCREASED2,9822,879+103+4%$778.2K$688.7K-$89.5K2026-11-03
Baker Boyer National Bank
UNCHANGED2,9822,98200%$806.1K$688.7K-$117.4K2026-11-05
Baker Avenue Asset Management, LP
DECREASED2,9814,323-1,342-31%$1.2M$688.5K-$480.1K2026-11-06
Keystone Wealth Services, LLC
INCREASED2,9592,180+779+36%$589.3K$692.2K+$102.9K2026-11-03
Harbour Capital Advisors, LLC
UNCHANGED2,9422,94200%$807.9K$679.4K-$128.4K2026-10-13
World Equity Group, Inc.
DECREASED2,9355,926-2,991-50%$1.6M$677.8K-$924.1K2026-10-14
BigSur Wealth Management LLC
DECREASED2,9332,994-61-2%$809.3K$677.3K-$132.0K2026-10-13
Nfsg Corp
DECREASED2,92911,899-8,970-75%$3.2M$676.3K-$2.5M2026-10-15
Ejmk Ventures LLC
DECREASED2,9253,164-239-8%$855.4K$675.4K-$180.0K2026-10-21
Dorato Capital Management
INCREASED2,9252,924+1+0%$803.0K$675.2K-$127.8K2026-10-08
Central Pacific Bank - Trust Division
DECREASED2,9214,461-1,540-35%$1.2M$674.6K-$531.3K2026-10-06
BCS Wealth Management
DECREASED2,9212,942-21-1%$795.2K$674.6K-$120.5K2026-11-03
Taylor Securities Services, Inc.
INCREASED2,9182,542+376+15%$687.2K$673.9K-$13.4K2026-10-20
Nemes Rush Group LLC
DECREASED2,9062,913-70%$787.4K$671.2K-$116.2K2026-11-04
Benin Management Corp
UNCHANGED2,9062,90600%$785.5K$671.1K-$114.4K2026-10-22
Vision Financial Markets LLC
UNCHANGED2,9052,90500%$784.0K$671.9K-$112.1K2026-10-22
Orrstown Financial Services Inc
DECREASED2,8943,119-225-7%$843.1K$668.3K-$174.8K2026-10-14
Investment House LLC
DECREASED2,89210,442-7,550-72%$2.8M$667.9K-$2.2M2026-10-21
Tannin Capital LLC
INCREASED2,8862,604+282+11%$703.9K$666.5K-$37.4K2026-11-05
Intrua Financial, LLC
DECREASED2,8852,960-75-3%$800.2K$666.4K-$133.9K2026-10-28
Westbourne Investment Advisors, Inc.
UNCHANGED2,8812,88100%$778.8K$665.3K-$113.4K2026-10-20
Institute for Wealth Management, Llc.
DECREASED2,8802,987-107-4%$807.4K$665.2K-$142.3K2026-11-06
VAN Strum & Towne Inc.
INCREASED2,8792,400+479+20%$648.7K$664.9K+$16.1K2026-11-06
Davis Capital Management
INCREASED2,874969+1,905+197%$261.9K$663.7K+$401.8K2026-10-08
Willow Creek Capital Management, Inc.
UNCHANGED2,8732,87300%$776.6K$776.6K$02026-10-16
Maple Capital Management, Inc.
DECREASED2,8673,350-483-14%$905.5K$662.1K-$243.4K2026-11-02
Thrive Wealth Management, LLC
DECREASED2,8573,182-325-10%$860.1K$659.7K-$200.4K2026-10-13
Perpetual Ltd
INCREASED2,8392,610+229+9%$705.5K$655.6K-$49.9K2026-10-13
Correct Capital Wealth Management
INCREASED2,8262,246+580+26%$607.0K$652.7K+$45.7K2026-11-02
Ti-Trust, Inc
DECREASED2,8172,917-100-3%$788.5K$650.6K-$137.9K2026-10-21
Arthur M. Cohen & Associates, LLC
DECREASED2,8153,481-666-19%$940.9K$650.1K-$290.9K2026-10-26
SeaCrest Wealth Management, LLC
INCREASED2,8152,506+309+12%$677.4K$650.1K-$27.3K2026-10-21
McAdam, LLC
INCREASED2,8122,635+177+7%$712.2K$649.4K-$62.8K2026-10-21
Form Wealth Advisors, LLC
DECREASED2,8122,852-40-1%$771.0K$649.5K-$121.5K2026-10-13
Opinicus Capital, Inc.
INCREASED2,800999+1,801+180%$270.1K$646.5K+$376.5K2026-10-28
Washington Trust Bank
DECREASED2,7983,299-501-15%$891.8K$646.2K-$245.6K2026-11-03
Nixon Peabody Trust Co
INCREASED2,7952,536+259+10%$685.5K$645.5K-$40.0K2026-10-23
Hamilton Capital, LLC
INCREASED2,7922,724+68+3%$736.4K$644.7K-$91.6K2026-10-08
Mosley Wealth Management
INCREASED2,7902,202+588+27%$595.2K$676.7K+$81.5K2026-10-16
Renaissance Investment Group LLC
DECREASED2,7893,057-268-9%$826.3K$644.1K-$182.2K2026-10-28
Rakuten Securities, Inc.
INCREASED2,775947+1,828+193%$256.0K$640.9K+$384.9K2026-11-02
Semus Wealth Partners LLC
DECREASED2,7722,792-20-1%$754.6K$640.1K-$114.6K2026-10-22
Indiana Trust & Investment Management Co
DECREASED2,7712,941-170-6%$795.0K$639.9K-$155.0K2026-10-22
CPC Advisors, LLC
DECREASED2,7703,137-367-12%$848.1K$639.7K-$208.4K2026-10-21
WoodTrust Financial Corp
DECREASED2,7622,767-50%$747.0K$638-$746.4K2026-10-09
North Point Portfolio Managers Corp
INCREASED2,7522,543+209+8%$687.4K$635.5K-$51.9K2026-10-07
Kentucky Trust Co
INCREASED2,7472,648+99+4%$715.8K$634.4K-$81.4K2026-10-15
Winebrenner Capital Management LLC
DECREASED2,7472,773-26-1%$749.7K$634.5K-$115.2K2026-10-07
Lodestone Wealth Management LLC
INCREASED2,7282,533+195+8%$684.7K$629.9K-$54.8K2026-10-14
Laurel OAK Wealth Management, LLC
DECREASED2,7202,797-77-3%$756.1K$628.2K-$127.9K2026-10-19
Leo Wealth, LLC
NEW2,717—+2,717——$627.5K—2026-10-26
Peoples Bank
INCREASED2,7162,474+242+10%$668.7K$627.2K-$41.5K2026-10-26
GHP Investment Advisors, Inc.
DECREASED2,7132,870-157-5%$775.7K$626.5K-$149.2K2026-10-15
Collaborative Fund Advisors, LLC
NEW2,705—+2,705——$624.7K—2026-11-02
Allen Capital Group, LLC
DECREASED2,7053,080-375-12%$832.5K$624.6K-$207.8K2026-10-27
Sheets Smith Wealth Management
DECREASED2,7023,396-694-20%$917.9K$624.1K-$293.8K2026-10-16
Arrien Investments, Inc.
INCREASED2,7012,683+18+1%$725.3K$623.7K-$101.5K2026-10-30
Howard Capital Management Group, LLC
UNCHANGED2,7002,70000%$729.8K$623.5K-$106.3K2026-10-16
Elco Management Co., LLC
DECREASED2,6882,823-135-5%$763.1K$620.8K-$142.3K2026-10-14
Ibex Wealth Advisors
INCREASED2,6862,673+13+0%$722.4K$620.2K-$102.2K2026-11-06
15 Wealth Advisors LLC
NEW2,682—+2,682——$619.5K—2026-10-14
Balboa Wealth Partners
DECREASED2,6802,753-73-3%$744.2K$618.8K-$125.4K2026-10-20
Trust Co
DECREASED2,6752,721-46-2%$735.5K$617.7K-$117.8K2026-10-09
Farmers & Merchants Trust Co of Long Beach
INCREASED2,6742,372+302+13%$641.2K$617.5K-$23.6K2026-10-22
Cahaba Wealth Management, Inc.
DECREASED2,6692,791-122-4%$754.5K$616.4K-$138.1K2026-10-26
Bison Wealth, LLC
DECREASED2,6643,522-858-24%$984.5K$627.8K-$356.8K2026-10-13
Wilkins Investment Counsel Inc
UNCHANGED2,6502,65000%$716.3K$612.0K-$104.3K2026-11-03
Hummer Financial Advisory Services Inc
UNCHANGED2,6502,65000%$716.3K$612.0K-$104.3K2026-10-09
Evanson Financial, LLC
INCREASED2,6482,645+3+0%$714.9K$611.5K-$103.4K2026-10-23
FSM Wealth Advisors, LLC
DECREASED2,6462,761-115-4%$746.4K$626.7K-$119.7K2026-10-27
Marin Bay Wealth Advisors, LLC
INCREASED2,6442,114+530+25%$571.6K$610.8K+$39.3K2026-10-28
Facet Wealth, Inc.
INCREASED2,6382,484+154+6%$671.5K$609.2K-$62.2K2026-11-04
Samalin Investment Counsel, LLC
DECREASED2,6322,633-10%$711.7K$607.8K-$103.9K2026-10-23
Asset Advisory Group, Inc.
UNCHANGED2,6222,62200%$708.7K$605.5K-$103.2K2026-10-20
Acropolis Investment Management, LLC
INCREASED2,6202,599+21+1%$702.7K$605.0K-$97.7K2026-10-08
Advisory Solutions Group, LLC
INCREASED2,6162,065+551+27%$558.3K$604.2K+$46.0K2026-10-14
Apollon Financial, LLC
INCREASED2,6162,239+377+17%$605.1K$604.2K-$8732026-10-23
Mirabaud & Cie SA
INCREASED2,6162,585+31+1%$698.8K$604.1K-$94.6K2026-10-27
Novem Group
DECREASED2,6063,072-466-15%$830.2K$601.8K-$228.5K2026-10-19
Chiron Capital Management, LLC
NEW2,603—+2,603——$601.1K—2026-10-15
Kesler, Norman & Wride, LLC
DECREASED2,5922,675-83-3%$723.1K$598.5K-$124.6K2026-11-06
Congress Park Capital LLC
INCREASED2,582931+1,651+177%$251.6K$596.2K+$344.6K2026-10-13
First City Capital Management, Inc.
DECREASED2,5762,722-146-5%$735.9K$595.0K-$140.9K2026-10-27
Capital Asset Advisory Services LLC
DECREASED2,5762,704-128-5%$731.0K$650.9K-$80.1K2026-10-30
Kuhn & Co Investment Counsel
INCREASED2,5722,568+4+0%$694.2K$594.0K-$100.2K2026-10-29
MPS Loria Financial Planners, LLC
INCREASED2,5682,176+392+18%$588.2K$593.1K+$4.8K2026-10-14
Kathmere Capital Management, LLC
INCREASED2,5662,039+527+26%$551.2K$592.7K+$41.4K2026-10-20
One Wealth Capital Management, LLC
NEW2,560—+2,560——$591.2K—2026-10-23
Dominguez Wealth Management Solutions, Inc.
DECREASED2,5602,604-44-2%$704.0K$591.3K-$112.7K2026-10-07
Miller Financial Services LLC
INCREASED2,5562,016+540+27%$544.9K$590.3K+$45.4K2026-10-20
Clearwater Capital Advisors, LLC
DECREASED2,5552,560-50%$691.9K$590.0K-$101.9K2026-11-06
Garde Capital, Inc.
DECREASED2,5522,960-408-14%$800.0K$589.3K-$210.7K2026-10-29
TBH Global Asset Management, LLC
INCREASED2,5422,466+76+3%$666.6K$587.0K-$79.6K2026-11-03
Ignite Planners, LLC
DECREASED2,5393,200-661-21%$865.6K$586.1K-$279.5K2026-10-14
Woodward Diversified Capital, LLC
DECREASED2,5392,958-419-14%$799.5K$586.3K-$213.2K2026-10-21
Fidelity D & D Bancorp Inc
UNCHANGED2,5122,51200%$679.0K$580.1K-$98.9K2026-11-05
Machina Capital S.A.S.
DECREASED2,4938,365-5,872-70%$2.3M$575.7K-$1.7M2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
DECREASED2,4932,527-34-1%$683.0K$575.7K-$107.3K2026-10-15
Prudent Man Advisors, LLC
DECREASED2,4882,572-84-3%$695.2K$574.6K-$120.7K2026-11-03
Anchyra Partners LLC
DECREASED2,4872,656-169-6%$717.9K$574.3K-$143.6K2026-10-13
Ashton Thomas Securities, LLC
DECREASED2,4852,729-244-9%$730.9K$573.9K-$157.0K2026-10-26
Yoffe Investment Management, LLC
UNCHANGED2,4852,48500%$671.8K$573.9K-$97.8K2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED2,4712,814-343-12%$760.6K$570.6K-$190.0K2026-10-09
Rooted Wealth Advisors, Inc.
UNCHANGED2,4602,46000%$664.8K$664.8K$02026-11-03
Kepler Cheuvreux (Suisse) SA
DECREASED2,4533,340-887-27%$902.8K$566.5K-$336.3K2026-10-20
Ackerman Capital Advisors, LLC
UNCHANGED2,4492,44900%$662.0K$565.6K-$96.4K2026-10-30
Carl P. Sherr & Co., LLC
DECREASED2,4484,429-1,981-45%$1.2M$565.3K-$631.9K2026-11-06
Mayfair Advisory Group, LLC
DECREASED2,4462,528-82-3%$669.3K$564.9K-$104.4K2026-10-20
Regent Peak Wealth Advisors LLC
DECREASED2,4443,258-814-25%$880.8K$564.4K-$316.4K2026-10-13
ZWJ Investment Counsel Inc
DECREASED2,4302,469-39-2%$667.3K$561.1K-$106.2K2026-10-15
Fairvoy Private Wealth, LLC
DECREASED2,42610,587-8,161-77%$2.9M$560.2K-$2.3M2026-10-19
Exchange Bank
DECREASED2,4182,457-39-2%$664.2K$558.4K-$105.7K2026-10-07
Saxon Interests, Inc.
DECREASED2,4153,787-1,372-36%$1.0M$557.6K-$466.0K2026-10-26
Hill Island Financial LLC
DECREASED2,4042,466-62-3%$666.5K$555.1K-$111.4K2026-10-20
Oslo Pensjonsforsikring AS
INCREASED2,4021,976+426+22%$534.1K$554.7K+$20.6K2026-10-15
Brown, Lisle Ings, Inc.
DECREASED2,3932,666-273-10%$720.7K$552.7K-$168.0K2026-10-16
Gould Asset Management LLC
DECREASED2,3882,423-35-1%$654.8K$551.4K-$103.5K2026-11-06
Spirit of America Management Corp
DECREASED2,3802,580-200-8%$697.4K$549.6K-$147.8K2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED2,3792,247+132+6%$607.4K$549.4K-$58.0K2026-10-16
TMB Capital Partners, LLC
DECREASED2,3782,430-52-2%$656.9K$549.1K-$107.8K2026-10-20
Creekside Partners
UNCHANGED2,3742,37400%$641.8K$548.3K-$93.5K2026-11-04
Gleason Group, Inc.
INCREASED2,3712,354+17+1%$636.4K$547.7K-$88.7K2026-10-15
Holland Advisory Services, Inc.
DECREASED2,3632,523-160-6%$682.1K$545.6K-$136.5K2026-10-26
Victory Financial Group, LLC
INCREASED2,3611,823+538+30%$492.8K$545.3K+$52.5K2026-10-27
MFA Wealth Services
DECREASED2,3602,377-17-1%$642.6K$544.9K-$97.6K2026-10-14
Rosenberg Matthew Hamilton
INCREASED2,3582,280+78+3%$616.3K$544.6K-$71.8K2026-10-05
MMA Asset Management LLC
DECREASED2,3572,423-66-3%$655.0K$544.3K-$110.6K2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED2,3542,359-50%$637.5K$543.6K-$93.9K2026-10-14
Prentice Wealth Management LLC
DECREASED2,3522,391-39-2%$646.3K$543.2K-$103.1K2026-10-20
Silverleafe Capital Partners, LLC
UNCHANGED2,3502,35000%$635.2K$542.7K-$92.5K2026-10-02
Winthrop Advisory Group LLC
INCREASED2,3412,232+109+5%$603.2K$540.7K-$62.5K2026-10-22
Fiduciary Family Office, LLC
INCREASED2,3392,264+75+3%$612.2K$540.2K-$72.1K2026-11-04
Syntegra Private Wealth Group, LLC
DECREASED2,3332,378-45-2%$642.7K$538.7K-$103.9K2026-10-13
First Financial Corp
DECREASED2,3292,356-27-1%$636.9K$537.9K-$99.0K2026-10-13
Financial Consulate, Inc
DECREASED2,3252,369-44-2%$640.5K$537.0K-$103.5K2026-10-23
SC&H Financial Advisors, Inc.
UNCHANGED2,3122,31200%$625.1K$534.0K-$91.0K2026-10-14
Van Cleef Asset Management,Inc
INCREASED2,3102,303+7+0%$622.6K$533.5K-$89.1K2026-10-20
Castle Rock Wealth Management, LLC
DECREASED2,3062,358-52-2%$635.3K$536.0K-$99.4K2026-10-09
Clark Asset Management, LLC
DECREASED2,3032,581-278-11%$697.8K$531.9K-$165.9K2026-10-19
Paulson Wealth Management Inc.
INCREASED2,3022,266+36+2%$612.5K$531.6K-$80.9K2026-11-02
CDM Financial Counseling Services, Inc.
DECREASED2,2982,385-87-4%$644.7K$530.7K-$114.0K2026-10-15
BankPlus Trust Department
UNCHANGED2,2972,29700%$620.9K$530.5K-$90.4K2026-11-06
Uptick Partners, LLC
DECREASED2,2892,363-74-3%$638.7K$528.6K-$110.1K2026-11-04
Shepherd Street Advisors LLC
DECREASED2,2882,397-109-5%$635.1K$538.2K-$96.9K2026-10-21
Ballast, Inc.
UNCHANGED2,2862,28600%$617.9K$527.9K-$90.0K2026-10-20
Northern Financial Advisors Inc
DECREASED2,2743,526-1,252-36%$953.0K$525.2K-$427.8K2026-10-29
Mountain Pacific Investment Advisers LLC
INCREASED2,2682,233+35+2%$603.6K$523.8K-$79.8K2026-10-29
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED2,2662,26600%$612.6K$523.3K-$89.2K2026-10-09
Encompass More Asset Management
INCREASED2,2632,206+57+3%$596.5K$522.6K-$73.9K2026-10-16
DSG Capital Advisors, LLC
INCREASED2,2542,253+1+0%$605.9K$520.5K-$85.4K2026-11-05
SYM Financial Corp
INCREASED2,2522,192+60+3%$592.6K$520.1K-$72.5K2026-10-26
Townsend & Associates, Inc
DECREASED2,2504,264-2,014-47%$1.1M$546.7K-$594.5K2026-10-23
Lakeshore Financial Planning, Inc.
UNCHANGED2,2492,24900%$607.9K$519.4K-$88.5K2026-10-13
Blodgett Wealth Advisors, LLC
DECREASED2,2462,984-738-25%$806.6K$518.7K-$287.9K2026-10-23
KFG Wealth Management, LLC
INCREASED2,2452,228+17+1%$602.3K$518.5K-$83.7K2026-10-16
Factor Wealth Management LTD
DECREASED2,2403,358-1,118-33%$907.8K$517.4K-$390.4K2026-10-08
Hurlow Wealth Management Group, Inc.
INCREASED2,2402,239+1+0%$605.2K$517.4K-$87.8K2026-10-29
Compass Ion Advisors, LLC
INCREASED2,2382,236+2+0%$604.3K$516.9K-$87.5K2026-10-23
Great Waters Wealth Management
UNCHANGED2,2322,23200%$603.2K$515.5K-$87.7K2026-10-07
Ballast Rock Private Wealth LLC
UNCHANGED2,2302,23000%$602.8K$515.0K-$87.8K2026-10-26
M. Kraus & Co
UNCHANGED2,2222,22200%$600.6K$513.1K-$87.5K2026-10-20
Hilltop National Bank
DECREASED2,2132,573-360-14%$695.5K$511.1K-$184.4K2026-10-14
Insight Advisors, LLC/ PA
DECREASED2,2132,247-34-2%$607.6K$511.0K-$96.5K2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED2,2091,430+779+54%$386.6K$510.1K+$123.6K2026-10-15
Seamount Financial Group Inc
UNCHANGED2,2082,20800%$597.0K$510.0K-$86.9K2026-10-21
Moss Adams Wealth Advisors LLC
DECREASED2,2073,417-1,210-35%$923.6K$509.7K-$413.9K2026-10-28
Sunbeam Capital Management, LLC
DECREASED2,1962,283-87-4%$617.1K$507.0K-$110.1K2026-11-05
WealthBridge Capital Management, LLC
INCREASED2,1922,179+13+1%$589.0K$506.2K-$82.8K2026-10-16
Trust Co of the South
DECREASED2,1883,488-1,300-37%$942.8K$505.3K-$437.5K2026-10-21
Ascentis Wealth Management, LLC
INCREASED2,1881,768+420+24%$478.1K$505.5K+$27.4K2026-11-03
Strategic Advisors LLC
INCREASED2,1822,177+5+0%$588.4K$503.9K-$84.5K2026-10-13
Verum Partners LLC
DECREASED2,1802,320-140-6%$627.1K$503.5K-$123.6K2026-10-21
Allegheny Financial Group
DECREASED2,1772,178-10%$588.8K$502.9K-$86.0K2026-11-05
Clear Creek Financial Management, LLC
DECREASED2,1742,180-60%$589.2K$502.1K-$87.2K2026-10-28
First Heartland Consultants, Inc.
INCREASED2,1731,399+774+55%$378.2K$501.9K+$123.7K2026-10-08
Spectrum Asset Management, Inc. (NB )
INCREASED2,1702,160+10+0%$583.9K$501.1K-$82.9K2026-10-19
OFS Enterprise LLC
DECREASED2,1662,186-20-1%$590.9K$500.2K-$90.7K2026-10-16
Human Investing LLC
INCREASED2,1641,932+232+12%$522.2K$499.8K-$22.4K2026-10-19
Purkiss Capital Advisors LLC
INCREASED2,1632,161+2+0%$584.1K$499.5K-$84.6K2026-11-06
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED2,1603,400-1,240-36%$918.7K$498.8K-$419.9K2026-10-21
Precedent Wealth Partners, LLC
DECREASED2,15710,221-8,064-79%$2.8M$498.0K-$2.3M2026-10-21
Marathon Capital Management
INCREASED2,1522,150+2+0%$581.2K$497.0K-$84.2K2026-10-23
Income Insurance Ltd
UNCHANGED2,1452,14500%$579.8K$495.4K-$84.4K2026-10-21
Greenup Street Wealth Management LLC
DECREASED2,1432,194-51-2%$593.0K$494.9K-$98.1K2026-10-28
MBE Wealth Management, LLC
INCREASED2,1332,129+4+0%$575.5K$492.6K-$82.9K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED2,1181,689+429+25%$456.7K$489.2K+$32.5K2026-10-29
Canandaigua National Trust Co of Florida
NEW2,116—+2,116——$488.7K—2026-10-07
KRS Capital Management, LLC
INCREASED2,1062,104+2+0%$568.8K$486.3K-$82.6K2026-10-16
PUREfi Wealth, LLC
DECREASED2,1002,114-14-1%$571.4K$485.0K-$86.5K2026-10-19
Harmony Asset Management LLC
DECREASED2,0992,707-608-22%$731.7K$484.7K-$246.9K2026-10-20
Financial Insights, Inc.
DECREASED2,0992,212-113-5%$597.8K$484.7K-$113.2K2026-10-27
Gray Private Wealth, LLC
DECREASED2,0952,194-99-5%$593.0K$483.7K-$109.3K2026-10-28
True Wealth Design, LLC
DECREASED2,0942,268-174-8%$613.1K$483.6K-$129.5K2026-10-13
J. L. Bainbridge & Co., Inc.
DECREASED2,0922,101-90%$567.9K$483.1K-$84.8K2026-10-20
Centennial Wealth Advisory LLC
INCREASED2,0911,813+278+15%$489.9K$484.1K-$5.8K2026-10-16
Archer Investment Corp
INCREASED2,0862,073+13+1%$560.4K$481.7K-$78.7K2026-11-05
Ullmann Wealth Partners Group, LLC
DECREASED2,0732,253-180-8%$608.9K$478.7K-$130.3K2026-11-02
Goldstein Advisors, LLC
INCREASED2,0722,004+68+3%$541.7K$478.5K-$63.2K2026-10-15
BOS Asset Management, LLC
UNCHANGED2,0722,07200%$560.1K$478.5K-$81.6K2026-10-09
XY Planning Network, Inc.
INCREASED2,0651,526+539+35%$412.5K$476.9K+$64.4K2026-10-14
Versant Capital Management, Inc
INCREASED2,0621,671+391+23%$451.6K$476.3K+$24.7K2026-10-02
Cpwa, LLC
INCREASED2,0611,989+72+4%$537.8K$485.7K-$52.0K2026-11-04
Banyan Capital Management, Inc.
DECREASED2,0592,449-390-16%$662.0K$475.5K-$186.5K2026-11-05
West Wealth Group, LLC
DECREASED2,0572,059-20%$556.8K$475.0K-$81.8K2026-10-14
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED2,0452,04500%$552.8K$472.3K-$80.5K2026-10-26
First Bancorp, Inc
INCREASED2,0372,002+35+2%$541.2K$470.4K-$70.7K2026-10-26
GGM Financial LLC
INCREASED2,0321,785+247+14%$482.5K$469.2K-$13.3K2026-11-05
Douglas Lane & Associates, LLC
DECREASED2,0312,054-23-1%$555.3K$469.1K-$86.2K2026-10-09
Swiss RE LTD
INCREASED2,0251,232+793+64%$333.0K$467.7K+$134.6K2026-11-06
Winthrop Capital Management, LLC
DECREASED2,0252,199-174-8%$594.0K$467.7K-$126.3K2026-11-05
RMG Wealth Management LLC
DECREASED2,0202,068-48-2%$570.1K$508.4K-$61.7K2026-10-26
Physician Wealth Advisors, Inc.
INCREASED2,0151,887+128+7%$510.1K$465.3K-$44.8K2026-10-20
Thompson Siegel & Walmsley LLC
DECREASED2,0112,076-65-3%$561.0K$464-$560.5K2026-11-05
Stevens Capital Partners
INCREASED2,009765+1,244+163%$206.8K$463.9K+$257.1K2026-10-29
PFG Advisors
INCREASED2,0051,554+451+29%$420.1K$463.0K+$42.8K2026-10-16
LongView Wealth Management
INCREASED2,0051,995+10+1%$539.2K$463.1K-$76.1K2026-10-19
TruNorth Capital Management, LLC
INCREASED2,0041,857+147+8%$502.0K$462.8K-$39.2K2026-10-14
Horizon Wealth Management, LLC
INCREASED2,0001,970+30+2%$532.5K$461.8K-$70.7K2026-11-02
Atticus Wealth Management, LLC
DECREASED1,9921,993-10%$538.6K$460.0K-$78.6K2026-10-20
First Growth Capital LLC
NEW1,985—+1,985——$458.4K—2026-10-15
Planned Solutions, Inc.
DECREASED1,9851,996-11-1%$539.5K$458.4K-$81.1K2026-10-19
Matthew Goff Investment Advisor, LLC
UNCHANGED1,9801,98000%$535.2K$457.3K-$78.0K2026-10-13
Councilmark Asset Management, LLC
UNCHANGED1,9801,98000%$535.2K$457.3K-$78.0K2026-10-20
Aldebaran Financial Inc.
DECREASED1,9682,071-103-5%$559.9K$454.5K-$105.5K2026-11-06
Sentinel Pension Advisors, LLC
INCREASED1,9641,882+82+4%$503.8K$453.6K-$50.3K2026-11-02
ProVise Management Group, LLC
DECREASED1,9622,663-701-26%$719.8K$453.0K-$266.7K2026-11-06
Aspiriant, LLC
DECREASED1,9581,993-35-2%$539.0K$452.4K-$86.6K2026-10-16
Genesee Capital Advisors, LLC
INCREASED1,9581,950+8+0%$527.2K$452.1K-$75.1K2026-10-20
Beacon Investment Advisory Services, Inc.
DECREASED1,9492,127-178-8%$575.0K$450.1K-$124.8K2026-10-13
Richardson Financial Services Inc.
DECREASED1,9413,340-1,399-42%$902.8K$448.3K-$454.6K2026-10-30
Lodestar Private Asset Management LLC
DECREASED1,9411,956-15-1%$528.7K$448.3K-$80.5K2026-10-26
Cushing Capital Partners, LLC
DECREASED1,9401,995-55-3%$539.2K$448.0K-$91.1K2026-10-20
SS&H Financial Advisors, Inc.
UNCHANGED1,9401,94000%$524.0K$448-$523.6K2026-10-28
Autumn Glory Partners, LLC
DECREASED1,9322,005-73-4%$542.0K$446.2K-$95.8K2026-10-26
Burton Enright Welch
INCREASED1,9291,315+614+47%$355.5K$445.5K+$90.0K2026-11-04
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED1,9292,029-100-5%$534.8K$475.5K-$59.2K2026-10-21
Zinnia Wealth Advisory, LLC
INCREASED1,9231,845+78+4%$498.8K$444.0K-$54.8K2026-11-06
Kozak & Associates, Inc.
DECREASED1,9172,032-115-6%$547.6K$480.3K-$67.3K2026-10-29
Great Diamond Partners, LLC
DECREASED1,9151,924-90%$520.3K$442.4K-$77.9K2026-10-13
MKT Advisors LLC
DECREASED1,9093,510-1,601-46%$990.6K$452.3K-$538.3K2026-10-20
TritonPoint Partners, LLC
DECREASED1,9059,976-8,071-81%$2.7M$440.0K-$2.3M2026-11-05
Rise Advisors, LLC
INCREASED1,9031,804+99+5%$487.7K$439.4K-$48.3K2026-10-16
Elevation Wealth Partners, LLC
DECREASED1,9011,936-35-2%$523.3K$438.9K-$84.4K2026-10-07
Lazari Capital Management, Inc.
DECREASED1,8981,946-48-2%$526.0K$438.3K-$87.7K2026-10-20
Worth Financial Advisory Group, LLC
INCREASED1,8971,748+149+9%$472.5K$438.1K-$34.4K2026-10-19
Personal CFO Solutions, LLC
DECREASED1,8942,719-825-30%$734.9K$437.5K-$297.4K2026-11-06
Cypress Wealth Services, LLC
DECREASED1,8771,936-59-3%$523.4K$436.4K-$87.0K2026-10-21
Hartford Financial Management Inc.
DECREASED1,8711,890-19-1%$510.9K$432.1K-$78.8K2026-10-21
Hardy Reed LLC
INCREASED1,8691,673+196+12%$452.3K$431.7K-$20.6K2026-11-06
Aviso Wealth Management
INCREASED1,8691,799+70+4%$486.4K$431.7K-$54.7K2026-11-04
LifePlan Financial, LLC
DECREASED1,8671,919-52-3%$518.7K$442.3K-$76.4K2026-10-13
Falcon Wealth Planning
DECREASED1,8632,073-210-10%$560.2K$430.2K-$130.1K2026-11-06
180 Wealth Advisors, LLC
INCREASED1,8621,807+55+3%$488.4K$429.9K-$58.4K2026-11-03
Oakmont Investment Advisors, Inc.
INCREASED1,8531,834+19+1%$495.7K$427.8K-$67.9K2026-10-21
True Private Wealth Advisors
DECREASED1,8461,851-50%$500.3K$426.4K-$73.9K2026-10-19
Fingerlakes Wealth Management, Inc.
INCREASED1,8421,828+14+1%$494.2K$425.3K-$68.9K2026-11-04
Carlson Financial, Inc.
INCREASED1,8371,827+10+1%$493.8K$424.3K-$69.5K2026-11-05
Canopy Partners, LLC
DECREASED1,8352,727-892-33%$737.1K$423.8K-$313.4K2026-10-28
True North Advisors, LLC
INCREASED1,8341,622+212+13%$438.5K$423.5K-$14.9K2026-10-22
Missouri Trust & Investment Co
DECREASED1,8332,183-350-16%$590.8K$423.3K-$167.5K2026-11-04
Seven Mile Advisory
DECREASED1,8201,889-69-4%$510.6K$420.3K-$90.3K2026-10-22
Lakeshore Capital Group, Inc.
INCREASED1,8161,661+155+9%$449.0K$419.3K-$29.7K2026-10-20
Innovative Wealth Building LLC
INCREASED1,8131,809+4+0%$488.9K$418.8K-$70.1K2026-10-14
City State Bank
UNCHANGED1,8121,81200%$489.8K$418.5K-$71.3K2026-10-20
Sunpointe, LLC
DECREASED1,8092,055-246-12%$555.5K$417.8K-$137.7K2026-10-22
Balentine LLC
DECREASED1,8082,029-221-11%$548.5K$417.6K-$130.9K2026-11-03
BlueChip Wealth Advisors LLC
INCREASED1,8051,700+105+6%$459.5K$416.8K-$42.7K2026-11-03
Wedgewood Investors Inc
UNCHANGED1,8031,80300%$487.4K$416.4K-$71.0K2026-10-28
St. Louis Trust Co
UNCHANGED1,8001,80000%$629.7K$415.7K-$214.0K2026-11-03
Cherokee Insurance Co
UNCHANGED1,8001,80000%$486.6K$415.7K-$70.9K2026-11-05
Tucker Asset Management LLC
INCREASED1,7991,613+186+12%$436.0K$415.4K-$20.6K2026-10-29
Excalibur Management Corp
INCREASED1,7941,708+86+5%$461.7K$414.3K-$47.4K2026-11-02
Well Done, LLC
DECREASED1,7863,267-1,481-45%$883.1K$412.5K-$470.6K2026-10-20
Interchange Capital Partners, LLC
DECREASED1,7851,967-182-9%$531.7K$412.2K-$119.5K2026-10-28
Roman Butler Fullerton & Co
DECREASED1,7752,860-1,085-38%$779.6K$430.7K-$348.9K2026-10-27
Core Wealth Partners LLC
INCREASED1,7751,763+12+1%$476.6K$409.9K-$66.7K2026-11-02
Analyst IMS Investment Management Services Ltd.
DECREASED1,7732,769-996-36%$749.0K$409-$748.6K2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED1,7671,76700%$477.6K$408.1K-$69.6K2026-10-23
Riversedge Advisors, LLC
DECREASED1,7652,328-563-24%$629.2K$407.7K-$221.6K2026-10-09
Arbor Investment Advisors, LLC
UNCHANGED1,7611,76100%$476.0K$406.7K-$69.3K2026-10-26
Earned Wealth Advisors, LLC
DECREASED1,7551,835-80-4%$496.0K$405.2K-$90.8K2026-11-06
United Asset Strategies, Inc.
DECREASED1,75312,139-10,386-86%$3.3M$404.8K-$2.9M2026-10-28
Golden State Wealth Management, LLC
DECREASED1,7512,501-750-30%$676.3K$404.4K-$271.9K2026-11-02
Shikiar Asset Management Inc
UNCHANGED1,7451,74500%$472.0K$403-$471.6K2026-10-20
Inspirion Wealth Advisors, LLC
INCREASED1,7441,742+2+0%$469.3K$402.8K-$66.5K2026-10-09
Lipe & Dalton
UNCHANGED1,7431,74300%$471$403-$682026-10-15
McElhenny Sheffield Capital Management, LLC
INCREASED1,7391,686+53+3%$455.8K$401.7K-$54.1K2026-11-06
Taylor Financial Group, Inc.
DECREASED1,7382,560-822-32%$691.9K$401.3K-$290.6K2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED1,7261,523+203+13%$409.6K$418.7K+$9.1K2026-10-21
Able Financial Group, LLC
UNCHANGED1,7191,71900%$464.7K$397.0K-$67.7K2026-10-14
Symmetry Partners, LLC
DECREASED1,7181,771-53-3%$478.7K$396.7K-$82.0K2026-10-27
Schneider Downs Wealth Management Advisors, LP
INCREASED1,7171,658+59+4%$448.2K$396.6K-$51.6K2026-10-27
Global Assets Advisory, LLC
DECREASED1,7141,806-92-5%$489.9K$398.3K-$91.6K2026-10-28
Natural Investments, LLC
INCREASED1,7101,458+252+17%$394.0K$394.9K+$9422026-11-06
Verde Capital Management
DECREASED1,7051,749-44-3%$472.8K$393.9K-$78.9K2026-10-28
Cullen Investment Group, Ltd.
DECREASED1,7041,865-161-9%$504.2K$401.4K-$102.7K2026-10-13
Wealth Alliance Advisory Group, LLC
DECREASED1,6984,500-2,802-62%$1.2M$392.2K-$824.2K2026-10-14
Financial Partners Group, Inc
DECREASED1,6921,698-60%$459.0K$390.8K-$68.2K2026-10-19
Lantern Wealth Advisors, LLC
INCREASED1,6911,585+106+7%$428.4K$390.5K-$37.9K2026-10-22
Latitude Advisors, LLC
INCREASED1,6881,582+106+7%$427.6K$389.9K-$37.7K2026-10-27
Hoge Financial Services, LLC
DECREASED1,6881,718-30-2%$464.3K$389.9K-$74.4K2026-11-05
BridgePort Financial Solutions, LLC
DECREASED1,6862,410-724-30%$651.5K$389.4K-$262.1K2026-11-02
Tableaux LLC
INCREASED1,6841,487+197+13%$401.8K$388.8K-$13.1K2026-10-23
Connecticut Capital Management Group, LLC
INCREASED1,6831,629+54+3%$440.3K$388.7K-$51.7K2026-10-29
Alessandra Capital Management, LLC
NEW1,677—+1,677——$387.3K—2026-10-30
Certior Financial Group, LLC
INCREASED1,6771,612+65+4%$435.9K$387.2K-$48.6K2026-10-19
McMill Wealth Management
UNCHANGED1,6761,67600%$453.0K$387.1K-$66.0K2026-11-05
Triumph Capital Management
INCREASED1,6741,534+140+9%$414.7K$386.7K-$28.0K2026-10-14
Clean Yield Group
INCREASED1,6671,057+610+58%$285.7K$385.0K+$99.3K2026-10-28
Veratis Advisors, Inc.
UNCHANGED1,6581,65800%$448.2K$382.9K-$65.3K2026-11-03
Security National Bank
INCREASED1,6571,612+45+3%$435.7K$382.7K-$53.1K2026-10-26
Tower View Wealth Management LLC
DECREASED1,6516,690-5,039-75%$1.8M$381.3K-$1.4M2026-10-23
Morton Brown Family Wealth, LLC
DECREASED1,6501,674-24-1%$452.5K$381.2K-$71.4K2026-10-23
Mason & Associates, LLC
UNCHANGED1,6491,64900%$445.7K$380.8K-$64.9K2026-10-26
Silvia Mccoll Wealth Management, LLC
DECREASED1,6451,665-20-1%$450.1K$379.9K-$70.2K2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED1,644588+1,056+180%$159.1K$379.8K+$220.7K2026-10-16
Chemistry Wealth Management LLC
INCREASED1,6431,641+2+0%$443.7K$379.3K-$64.3K2026-10-16
Sweeney & Michel, LLC
DECREASED1,6411,706-65-4%$468.3K$379.0K-$89.3K2026-10-16
Verity & Verity, LLC
DECREASED1,6411,701-60-4%$459.8K$379.0K-$80.8K2026-10-23
Investmark Advisory Group LLC
INCREASED1,6361,035+601+58%$279.7K$378.0K+$98.4K2026-10-27
Willner & Heller, LLC
DECREASED1,6271,750-123-7%$473.1K$375.6K-$97.5K2026-10-28
OFC Financial Planning, LLC
UNCHANGED1,6201,62000%$437.9K$374.1K-$63.8K2026-11-06
Avaii Wealth Management, LLC
UNCHANGED1,6191,61900%$437.6K$375.4K-$62.2K2026-10-09
Altfest L J & Co Inc
DECREASED1,6181,628-10-1%$440.1K$373.5K-$66.6K2026-10-27
Powell Investment Advisors, LLC
INCREASED1,6161,615+1+0%$436.7K$373.1K-$63.6K2026-10-22
bLong Financial, LLC
UNCHANGED1,6161,61600%$436.8K$373.2K-$63.6K2026-10-29
Birch Financial Group, LLC
INCREASED1,6111,604+7+0%$433.5K$372.0K-$61.5K2026-10-27
Sendero Wealth Management, LLC
INCREASED1,6041,597+7+0%$431.7K$370.5K-$61.3K2026-10-14
Sepio Capital, LP
DECREASED1,6002,412-812-34%$652.0K$369.7K-$282.3K2026-10-22
High Net Worth Advisory Group LLC
INCREASED1,5991,598+1+0%$432.2K$369.3K-$62.9K2026-10-26
Shade Tree Advisors LLC
NEW1,598—+1,598——$369.0K—2026-10-22
First Command Advisory Services, Inc.
DECREASED1,5964,992-3,396-68%$1.3M$368.6K-$980.8K2026-11-05
Centurion Wealth Management LLC
DECREASED1,5951,863-268-14%$503.6K$368.4K-$135.1K2026-10-13
Johnson Bixby & Associates, LLC
DECREASED1,5891,599-10-1%$432.2K$367.0K-$65.3K2026-10-14
WestHill Financial Advisors, Inc.
NEW1,587—+1,587——$366.5K—2026-10-14
Legacy Bridge, LLC
UNCHANGED1,5811,58100%$427.4K$365.1K-$62.2K2026-10-28
Focused Alpha, LLC
INCREASED1,5761,567+9+1%$423.7K$363.9K-$59.8K2026-10-20
Montz Harcus Wealth Management LLC
DECREASED1,5731,707-134-8%$461.3K$363.3K-$98.0K2026-10-09
Smith Thornton Advisors LLC
UNCHANGED1,5671,56700%$427.2K$361.9K-$65.3K2026-10-16
Arkfeld Wealth Strategies, L.L.C.
DECREASED1,5661,609-43-3%$449.8K$361.5K-$88.3K2026-10-19
Mccarter Private Wealth Services LLC
DECREASED1,5651,569-40%$424.1K$361.4K-$62.7K2026-10-22
Global Strategic Investment Solutions, LLC
INCREASED1,5631,507+56+4%$407.3K$360.9K-$46.4K2026-10-16
Summit Asset Management, LLC
DECREASED1,5631,591-28-2%$430.1K$361.0K-$69.1K2026-11-05
Dakota Community Bank & Trust NA
INCREASED1,5561,236+320+26%$334.1K$359.3K+$25.2K2026-10-09
Caliber Wealth Management, LLC / KS
DECREASED1,5521,634-82-5%$441.7K$358.5K-$83.3K2026-11-04
Philadelphia Trust Co
DECREASED1,5461,566-20-1%$423.0K$357-$422.6K2026-11-05
4Wealth Advisors, Inc.
DECREASED1,5423,527-1,985-56%$942.3K$361.0K-$581.3K2026-10-13
Optima Capital LLC
DECREASED1,5411,546-50%$417.9K$355.9K-$62.0K2026-10-29
TriaGen Wealth Management LLC
DECREASED1,5341,625-91-6%$439.3K$354.3K-$85.0K2026-10-14
Genus Capital Management Inc.
UNCHANGED1,5301,53000%$413.6K$353.3K-$60.2K2026-11-04
Bernicke Wealth Management, Ltd.
INCREASED1,5291,526+3+0%$412.5K$353.1K-$59.4K2026-11-06
Boltwood Capital Management
DECREASED1,5252,001-476-24%$540.9K$352.2K-$188.7K2026-10-02
Raleigh Capital Management Inc.
DECREASED1,5231,692-169-10%$457.5K$351.7K-$105.8K2026-10-28
Trek Financial, LLC
DECREASED1,5187,860-6,342-81%$2.1M$350.5K-$1.8M2026-10-29
Total Clarity Wealth Management, Inc.
DECREASED1,5183,527-2,009-57%$953.5K$350.7K-$602.8K2026-10-26
Investment Partners Asset Management, Inc.
UNCHANGED1,5181,51800%$410.3K$350.6K-$59.8K2026-10-09
Consilium Wealth Advisory, LLC
INCREASED1,5171,364+153+11%$368.7K$350.3K-$18.4K2026-10-14
Meridian Investment Counsel Inc.
UNCHANGED1,5061,50600%$407.1K$347.8K-$59.3K2026-10-14
Summit Financial Strategies, Inc.
DECREASED1,5021,594-92-6%$430.7K$346.9K-$83.9K2026-10-14
LSV Asset Management
UNCHANGED1,5001,50000%$405.0K$346-$404.7K2026-11-06
BFI Infinity Ltd.
UNCHANGED1,5001,50000%$405.5K$346.4K-$59.1K2026-10-16
Walled Lake Planning & Wealth Management, LLC
INCREASED1,4991,497+2+0%$404.5K$346.2K-$58.3K2026-10-29
Directional Asset Management
DECREASED1,4981,620-122-8%$438.0K$346.0K-$92.0K2026-10-22
Sather Financial Group Inc
INCREASED1,4981,455+43+3%$393.2K$345.9K-$47.3K2026-10-30
Stackstone Wealth, LLC
NEW1,487—+1,487——$343.4K—2026-10-19
Childress Capital Advisors, LLC
DECREASED1,4771,715-238-14%$463.7K$341.2K-$122.5K2026-10-28
Fell Capital Management
UNCHANGED1,4751,47500%$398.7K$340.6K-$58.1K2026-10-09
RVW Wealth, LLC
UNCHANGED1,4741,47400%$398.4K$340.4K-$58.0K2026-10-06
Baron Wealth Management LLC
DECREASED1,4721,976-504-26%$534.1K$339.9K-$194.2K2026-10-27
Praetorian Wealth Management, Inc.
INCREASED1,4711,071+400+37%$289.5K$339.7K+$50.2K2026-10-16
Value Investment Professionals, LLC
INCREASED1,4711,461+10+1%$395.0K$339.8K-$55.2K2026-10-13
Endeavor Private Wealth, Inc.
NEW1,467—+1,467——$338.7K—2026-11-05
Oath Planning, LLC
DECREASED1,4651,481-16-1%$400.3K$338.3K-$62.0K2026-10-20
Fonville Wealth Management LLC
INCREASED1,463891+572+64%$241.0K$338.0K+$96.9K2026-10-28
TrustBank
DECREASED1,4621,573-111-7%$425.2K$337.6K-$87.6K2026-10-20
Cypress Financial Planning LLC
INCREASED1,4621,422+40+3%$384.5K$337.7K-$46.7K2026-10-09
GEM Asset Management, LLC
UNCHANGED1,4601,46000%$394.5K$337.2K-$57.4K2026-10-13
WealthCare Investment Partners, LLC
INCREASED1,4561,451+5+0%$392.3K$336.3K-$56.0K2026-11-05
Seven Hills Financial, LLC
NEW1,455—+1,455——$336.0K—2026-10-13
Certified Advisory Corp
INCREASED1,4551,320+135+10%$356.7K$336.1K-$20.7K2026-10-29
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED1,4531,45300%$392.8K$335.6K-$57.2K2026-10-15
Noble Family Wealth, LLC
UNCHANGED1,4501,45000%$392.0K$334.9K-$57.1K2026-10-26
Quadrant Private Wealth Management, LLC
NEW1,444—+1,444——$333.5K—2026-11-04
Cooper Financial Group
DECREASED1,4432,167-724-33%$585.9K$333.2K-$252.7K2026-10-07
Private Advisory Group LLC
INCREASED1,4431,301+142+11%$351.7K$333.3K-$18.4K2026-11-06
Walkner Condon Financial Advisors LLC
INCREASED1,4411,410+31+2%$381.0K$332.8K-$48.2K2026-11-02
Pettinga Financial Advisors LLC
INCREASED1,4401,429+11+1%$386.4K$332.6K-$53.8K2026-10-13
Wealth Preservation Advisors, LLC
INCREASED1,4371,301+136+10%$351.7K$331.9K-$19.8K2026-11-05
Cane Capital Partners, LLC
DECREASED1,4343,349-1,915-57%$905.3K$331.2K-$574.1K2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED1,4301,43000%$386.5K$386.5K$02026-10-22
Ridgecrest Wealth Partners, LLC
DECREASED1,4291,723-294-17%$465.7K$330.0K-$135.7K2026-10-19
Avity Investment Management Inc.
DECREASED1,4251,450-25-2%$392.0K$329.1K-$62.9K2026-10-09
Luts & Greenleigh Group, Inc.
DECREASED1,4211,436-15-1%$388.1K$328.2K-$59.8K2026-11-05
Princeton Capital Management LLC
UNCHANGED1,4181,41800%$383.3K$327.5K-$55.8K2026-10-27
Tilia Fiduciary Partners, Inc.
DECREASED1,4171,423-60%$384.7K$327.2K-$57.5K2026-10-09
Edgemoor Investment Advisors, Inc.
INCREASED1,4171,413+4+0%$382.1K$327.2K-$54.9K2026-11-03
W.H. Cornerstone Investments Inc.
INCREASED1,4161,375+41+3%$371.6K$326.9K-$44.7K2026-11-03
TFB Advisors LLC
DECREASED1,4151,511-96-6%$408.4K$326.8K-$81.7K2026-11-02
Alpha Family Trust
UNCHANGED1,4151,41500%$382.5K$382.5K$02026-11-04
Cranbrook Wealth Management, LLC
UNCHANGED1,4151,41500%$382.5K$326.8K-$55.7K2026-10-28
MJT & Associates Financial Advisory Group, Inc.
DECREASED1,4141,424-10-1%$384.9K$326.6K-$58.4K2026-10-07
Partners in Financial Planning
UNCHANGED1,4121,41200%$381.7K$326.1K-$55.6K2026-11-06
Three Magnolias Financial Advisors, LLC
UNCHANGED1,4031,40300%$379.2K$324.0K-$55.2K2026-10-14
Acorn Financial Advisory Services Inc
DECREASED1,4011,419-18-1%$383.7K$323.7K-$60.0K2026-11-02
Equity Wealth Partners, LLC
DECREASED1,3991,485-86-6%$401.3K$323.1K-$78.3K2026-10-26
Detalus Advisors, LLC
DECREASED1,3991,483-84-6%$400.8K$323.1K-$77.6K2026-10-15
Titleist Asset Management, LLC
INCREASED1,3971,325+72+5%$358.2K$322.5K-$35.7K2026-10-08
Turning Point Benefit Group, Inc.
DECREASED1,3961,445-49-3%$390.5K$323.6K-$66.9K2026-10-28
Key Client Fiduciary Advisors, LLC
INCREASED1,3901,346+44+3%$363.9K$321.0K-$42.9K2026-10-19
Eubel Brady & Suttman Asset Management Inc
INCREASED1,3891,385+4+0%$374.0K$321-$373.7K2026-11-04
LeConte Wealth Management, LLC
INCREASED1,3861,379+7+1%$372.8K$320.2K-$52.7K2026-10-20
Meridian Financial Advisors, LLC
INCREASED1,3851,315+70+5%$355.6K$320.0K-$35.6K2026-10-14
Mcdaniel Terry & Co
UNCHANGED1,3841,38400%$374.1K$319.6K-$54.5K2026-11-05
MQS Management LLC
DECREASED1,3831,985-602-30%$536.6K$319.4K-$217.2K2026-11-06
One Day In July LLC
UNCHANGED1,3831,38300%$373.8K$319.4K-$54.4K2026-10-30
McLean Asset Management Corp
DECREASED1,3811,524-143-9%$412.5K$383.9K-$28.6K2026-11-06
Cambridge Financial Group, LLC
UNCHANGED1,3811,38100%$373.4K$373.4K$02026-10-06
MN Wealth Advisors, LLC
DECREASED1,3771,568-191-12%$424.0K$318.2K-$105.8K2026-10-23
Chilton Capital Management LLC
INCREASED1,3771,337+40+3%$361.4K$318.0K-$43.4K2026-10-28
Gratus Wealth Advisors, LLC
DECREASED1,3771,396-19-1%$377.3K$318.0K-$59.3K2026-10-26
Capital Investment Counsel, LLC
INCREASED1,3761,365+11+1%$369.0K$317.8K-$51.2K2026-10-14
Westside Investment Management, Inc.
UNCHANGED1,3751,37500%$371.7K$318.0K-$53.7K2026-11-02
Strategic Wealth Investment Group, LLC
DECREASED1,3741,695-321-19%$458.1K$317.2K-$140.9K2026-10-29
Blossom Wealth Management
UNCHANGED1,3701,37000%$370.4K$316.5K-$53.9K2026-11-03
Financial Planning Hawaii, Inc.
UNCHANGED1,3691,36900%$370.1K$316.2K-$53.9K2026-10-13
Investment Planning Advisors, Inc.
INCREASED1,3681,217+151+12%$329.1K$316.0K-$13.1K2026-10-14
Focused Wealth Management, Inc
INCREASED1,3671,320+47+4%$356.7K$315.8K-$40.9K2026-10-30
Northside Capital Management, LLC
INCREASED1,3651,291+74+6%$349.1K$315.3K-$33.8K2026-10-13
Pacific Sage Partners, LLC
DECREASED1,3641,396-32-2%$377.4K$315.1K-$62.3K2026-10-21
Traveka Wealth, LLC
DECREASED1,3631,887-524-28%$510.0K$314.7K-$195.3K2026-10-19
Eagle Wealth Advisors LLC
DECREASED1,3631,529-166-11%$413.3K$314.8K-$98.5K2026-10-20
Virtue Capital Management, LLC
DECREASED1,3621,373-11-1%$371.1K$314.6K-$56.6K2026-10-29
CapWealth Advisors, LLC
DECREASED1,3601,405-45-3%$379.8K$314.1K-$65.7K2026-10-05
Hamilton Point Investment Advisors, LLC
DECREASED1,3591,720-361-21%$465.1K$313.8K-$151.2K2026-11-03
JAG Capital Management, LLC
UNCHANGED1,3581,35800%$367.0K$313.6K-$53.4K2026-11-06
D'Orazio & Associates, Inc.
DECREASED1,3572,128-771-36%$575.1K$313.3K-$261.8K2026-11-04
Cooper Capital Advisors LLC
UNCHANGED1,3561,35600%$366.5K$313.2K-$53.4K2026-10-29
Sage Mountain Advisors LLC
INCREASED1,3531,350+3+0%$364.9K$312.5K-$52.5K2026-11-02
Cornerstone Advisors Asset Management, LLC
UNCHANGED1,3501,35000%$364.9K$311.8K-$53.2K2026-11-06
Huntleigh Advisors, Inc.
DECREASED1,34811,119-9,771-88%$3.0M$311.1K-$2.7M2026-11-03
XXI Wealth, LLC
INCREASED1,3481,334+14+1%$360.6K$311.3K-$49.3K2026-10-22
Abner Herrman & Brock LLC
DECREASED1,34054,463-53,123-98%$14.7K$309-$14.4K2026-10-20
Alliance Wealth Advisors, LLC
UNCHANGED1,3401,34000%$362.2K$309.5K-$52.8K2026-10-14
Vista Investment Partners II, LLC
DECREASED1,3391,440-101-7%$389.4K$309.2K-$80.2K2026-10-15
First National Bank Sioux Falls
UNCHANGED1,3391,33900%$411.0K$309.2K-$101.8K2026-10-13
Uhlmann Price Securities, LLC
DECREASED1,3381,341-30%$362.6K$309.0K-$53.5K2026-11-03
Cromwell Holdings LLC
DECREASED1,3371,621-284-18%$438.2K$308.8K-$129.4K2026-10-28
DT Investment Partners, LLC
UNCHANGED1,3331,33300%$360.3K$307.8K-$52.5K2026-10-27
Financial Perspectives, Inc
INCREASED1,3301,177+153+13%$318.2K$307.2K-$11.0K2026-11-03
Ares Financial Consulting, LLC
DECREASED1,3271,347-20-1%$364.1K$306.4K-$57.6K2026-10-19
Capital Advisors, Ltd. LLC
DECREASED1,3251,452-127-9%$392$306-$862026-10-27
Enclave Advisors LLC
DECREASED1,3251,379-54-4%$372.8K$306.0K-$66.8K2026-10-14
TFC Financial Management, Inc.
INCREASED1,3251,286+39+3%$347.5K$305.9K-$41.6K2026-10-26
Stirlingshire Investments, Inc.
INCREASED1,3211,183+138+12%$319.8K$305.1K-$14.7K2026-11-05
Five Oceans Advisors
DECREASED1,3191,390-71-5%$375.7K$304.6K-$71.1K2026-10-22
Voisard Asset Management Group, Inc.
INCREASED1,3171,311+6+0%$354.3K$304.1K-$50.2K2026-10-13
Legacy Financial Group, Inc.
UNCHANGED1,3161,31600%$355.8K$303.9K-$51.8K2026-10-21
Fortitude Family Office, LLC
DECREASED1,3151,358-43-3%$367.1K$303.7K-$63.4K2026-10-14
Kohmann Bosshard Financial Services, LLC
UNCHANGED1,3151,31500%$355.5K$303.7K-$51.8K2026-11-04
Cadent Capital Advisors, LLC
DECREASED1,3141,355-41-3%$366.2K$303.4K-$62.8K2026-10-09
Insight 2811, Inc.
INCREASED1,3111,241+70+6%$335.5K$302.8K-$32.7K2026-11-06
Mirador Capital Partners LP
UNCHANGED1,3111,31100%$354.4K$302.7K-$51.6K2026-10-09
Eagle Bay Advisors LLC
INCREASED1,3041,261+43+3%$340.7K$301.1K-$39.7K2026-10-16
DMC Group, LLC
DECREASED1,3031,815-512-28%$490.6K$300.9K-$189.7K2026-10-26
Byrne Asset Management LLC
INCREASED1,3031,121+182+16%$303.0K$302.1K-$9442026-10-06
O'Keefe Stevens Advisory, Inc.
UNCHANGED1,3001,30000%$351.4K$300.2K-$51.2K2026-10-09
Eagle Bluffs Wealth Management LLC
DECREASED1,2961,311-15-1%$354.4K$299.3K-$55.1K2026-10-20
Spinnaker Investment Group, LLC
DECREASED1,2921,339-47-4%$361.9K$298.4K-$63.6K2026-10-13
Midwest Financial Group LLC
INCREASED1,2921,291+1+0%$349.0K$298.3K-$50.8K2026-10-15
Crew Capital Management, Ltd
UNCHANGED1,2921,29200%$349.2K$298.4K-$50.9K2026-10-28
Ipsen Advisor Group LLC
INCREASED1,2871,281+6+0%$346.4K$297.3K-$49.1K2026-10-29
Banque de Luxembourg S.A.
UNCHANGED1,2841,28400%$347.1K$296.5K-$50.6K2026-10-14
Strata Wealth Advisors, LLC
DECREASED1,2831,441-158-11%$389.5K$296.3K-$93.2K2026-10-16
Asempa Wealth Advisors
INCREASED1,2831,282+1+0%$346.6K$297.5K-$49.2K2026-10-07
Lifestyle Asset Management, Inc.
INCREASED1,2811,017+264+26%$274.9K$295.9K+$21.0K2026-10-20
Tempus Wealth Planning, LLC
DECREASED1,2811,284-30%$347.2K$295.9K-$51.3K2026-10-14
Seed Wealth Management, Inc.
DECREASED1,2801,408-128-9%$380.6K$295.6K-$85.0K2026-10-20
Reflection Asset Management
UNCHANGED1,2761,27600%$344.9K$294.7K-$50.2K2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED1,275840+435+52%$227.2K$294.5K+$67.4K2026-10-05
MBL Wealth, LLC
DECREASED1,2732,740-1,467-54%$740.7K$294.0K-$446.7K2026-10-22
Hughes Financial Services, LLC
DECREASED1,2731,314-41-3%$355.2K$327.6K-$27.5K2026-10-30
LS Investment Advisors, LLC
INCREASED1,2661,211+55+5%$327.3K$292.4K-$35.0K2026-10-13
Cedar Mountain Advisors, LLC
DECREASED1,2601,321-61-5%$357.0K$291.0K-$66.0K2026-10-15
R2 Capital Strategies, LLC
INCREASED1,2541,250+4+0%$337.8K$289.6K-$48.2K2026-10-15
Sage Private Wealth Group, LLC
INCREASED1,2481,203+45+4%$325.1K$288.1K-$37.0K2026-10-21
Headland Capital, LLC
DECREASED1,2471,306-59-5%$353.0K$288.1K-$64.9K2026-11-06
Plante Moran Financial Advisors, LLC
DECREASED1,2431,275-32-3%$344.6K$287.0K-$57.6K2026-11-04
Marks Group Wealth Management, Inc
UNCHANGED1,2431,24300%$336.0K$287.1K-$48.9K2026-11-05
Wealth Effects LLC
UNCHANGED1,2431,24300%$336.0K$287.1K-$48.9K2026-10-23
Lawood & Co
DECREASED1,2421,305-63-5%$352.8K$286.8K-$65.9K2026-10-09
Eagle Harbor Asset Management Inc
UNCHANGED1,2411,24100%$335.5K$286.6K-$48.9K2026-10-21
Trust Investment Advisors
INCREASED1,2401,060+180+17%$286.5K$286.4K-$1632026-10-20
Prescott Group Capital Management, L.L.C.
UNCHANGED1,2391,23900%$334.9K$286.1K-$48.8K2026-10-30
Global Trust Asset Management, LLC
DECREASED1,2381,241-30%$335.5K$285.9K-$49.6K2026-10-19
New England Capital Financial Advisors LLC
INCREASED1,2361,232+4+0%$333.0K$285.4K-$47.6K2026-11-03
Clearwave Capital, LLC
INCREASED1,233928+305+33%$250.9K$284.7K+$33.8K2026-10-27
IFG Advisors, LLC
DECREASED1,2311,327-96-7%$358.8K$284.2K-$74.6K2026-10-15
Manchester Financial Inc
DECREASED1,2301,383-153-11%$373.9K$284.0K-$89.9K2026-10-15
Aafmaa Wealth Management & Trust LLC
UNCHANGED1,2301,23000%$332.5K$284.1K-$48.4K2026-10-14
Monument Capital Management
DECREASED1,2271,428-201-14%$385.9K$283.3K-$102.6K2026-10-09
Jm2 Capital Inc.
DECREASED1,2271,241-14-1%$335.5K$283.3K-$52.2K2026-10-14
Carson Advisory Inc.
DECREASED1,2271,232-50%$333.0K$283.4K-$49.6K2026-11-06
TrueWealth Advisors, LLC
INCREASED1,2261,217+9+1%$328.9K$283.1K-$45.8K2026-10-09
Bayban
UNCHANGED1,2241,22400%$330.9K$330.9K$02026-11-05
Optivise Advisory Services LLC
INCREASED1,2211,087+134+12%$293.8K$281.9K-$12.0K2026-10-19
Eagle Wealth Strategies LLC
INCREASED1,2201,214+6+0%$328.2K$281.8K-$46.4K2026-10-20
Maseco LLP
INCREASED1,2191,208+11+1%$326.5K$281.6K-$44.9K2026-10-27
Signature Equity Partners, LLC
INCREASED1,2181,144+74+6%$309.2K$281.2K-$28.0K2026-10-29
Warner Financial, Inc
DECREASED1,2181,220-20%$329.8K$281.3K-$48.5K2026-11-06
Red Mountain Financial, LLC
UNCHANGED1,2181,21800%$329.2K$281.3K-$48.0K2026-11-03
Tanager Wealth Management LLP
DECREASED1,2141,232-18-1%$333.0K$280.4K-$52.7K2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
UNCHANGED1,2141,21400%$328.1K$280.3K-$47.8K2026-10-29
Winch Advisory Services, LLC
INCREASED1,2131,211+2+0%$327.2K$280.1K-$47.1K2026-11-06
Security Financial Services, Inc.
DECREASED1,2111,620-409-25%$437.9K$279.7K-$158.2K2026-10-29
CJM Wealth Advisers, Ltd.
INCREASED1,2081,207+1+0%$326.2K$279.0K-$47.2K2026-10-27
QTR Family Wealth, LLC
INCREASED1,207982+225+23%$265.4K$278.6K+$13.3K2026-11-02
Nichols & Pratt Advisers LLP
UNCHANGED1,2001,20000%$324.4K$278.2K-$46.2K2026-10-13
LifeGuide Financial Advisors, LLC
UNCHANGED1,2001,20000%$324.4K$277.1K-$47.2K2026-10-20
MW Advisory, LLC
INCREASED1,1981,068+130+12%$288.7K$276.6K-$12.1K2026-10-19
SeaBridge Investment Advisors LLC
INCREASED1,195756+439+58%$204.4K$276.0K+$71.6K2026-11-02
Root Financial Partners, LLC
DECREASED1,1941,333-139-10%$360.2K$275.8K-$84.4K2026-10-21
TPG Advisors LLC
UNCHANGED1,1871,18700%$321.0K$274.2K-$46.7K2026-10-16
Uniting Wealth Partners, LLC
INCREASED1,186918+268+29%$248.1K$273.8K+$25.7K2026-11-06
Sun Group Wealth Partners
DECREASED1,1851,490-305-20%$402.8K$273.7K-$129.1K2026-10-26
John W. Brooker & Co., CPAs
DECREASED1,1811,190-9-1%$321.7K$272.7K-$48.9K2026-10-21
Curated Wealth Partners LLC
NEW1,173—+1,173——$270.9K—2026-10-15
Level Wealth Management LLC
INCREASED1,1711,069+102+10%$289.0K$270.4K-$18.5K2026-10-23
Clarus Group, Inc.
INCREASED1,1641,158+6+1%$313.0K$268.9K-$44.1K2026-10-21
Meredith Wealth Planning
INCREASED1,1621,160+2+0%$313.6K$268.2K-$45.3K2026-10-14
Mills Wealth Advisors LLC
DECREASED1,1621,163-10%$314.4K$268.4K-$46.0K2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED1,1591,361-202-15%$368.0K$267.6K-$100.3K2026-10-16
Phoenix Wealth Advisors
UNCHANGED1,1571,15700%$312.7K$267.2K-$45.6K2026-11-03
Commonwealth Financial Services, LLC
DECREASED1,1561,613-457-28%$436.0K$267.0K-$169.0K2026-10-20
B.O.S.S. Retirement Advisors, LLC
DECREASED1,1521,206-54-4%$325.9K$266.0K-$59.9K2026-10-26
Crescent Grove Advisors, LLC
INCREASED1,151788+363+46%$213.0K$265.9K+$52.9K2026-10-21
FAI Advisors, Inc.
DECREASED1,1491,540-391-25%$416.3K$265.4K-$150.9K2026-10-27
Saxony Capital Management, LLC
INCREASED1,1491,049+100+10%$283.5K$265.3K-$18.2K2026-10-15
Strategic Wealth Advisors LLC
DECREASED1,1471,416-269-19%$432$264.9K+$264.5K2026-11-06
American Institute for Advanced Investment Management, LLP
UNCHANGED1,1451,14500%$309.5K$264.4K-$45.1K2026-11-03
Gilman Hill Asset Management, LLC
DECREASED1,1431,408-265-19%$380.7K$264.0K-$116.6K2026-10-13
Vigilare Wealth Management
DECREASED1,1421,292-150-12%$349.1K$263.8K-$85.3K2026-10-29
San Luis Wealth Advisors LLC
INCREASED1,1421,141+1+0%$308.5K$263.6K-$44.9K2026-10-27
Buck Wealth Strategies, LLC
INCREASED1,1401,022+118+12%$276.2K$263.2K-$13.0K2026-10-28
Occidental Asset Management, LLC
DECREASED1,1391,195-56-5%$323.1K$263.0K-$60.1K2026-11-05
MTM Investment Management, LLC
INCREASED1,1391,136+3+0%$307.2K$263.1K-$44.1K2026-10-30
Narwhal Capital Management
DECREASED1,1342,347-1,213-52%$634.4K$261.9K-$372.5K2026-11-04
Richmond Investment Services, LLC
INCREASED1,1331,017+116+11%$274.9K$261.6K-$13.2K2026-10-29
New Covenant Trust Company, N.A.
INCREASED1,1321,040+92+9%$281.1K$261.4K-$19.7K2026-10-08
Flynn Zito Capital Management, LLC
INCREASED1,1311,108+23+2%$299.5K$261.1K-$38.4K2026-11-04
Y.D. More Investments Ltd
INCREASED1,1311,123+8+1%$303.6K$261.2K-$42.4K2026-11-02
Vision Capital Management, Inc.
UNCHANGED1,1301,13000%$305.5K$261.0K-$44.5K2026-10-20
55 North Private Wealth, LLC
DECREASED1,1281,727-599-35%$466.7K$260.4K-$206.3K2026-10-20
Old Port Advisors
INCREASED1,1281,109+19+2%$299.8K$260.5K-$39.3K2026-10-23
CMG Global Holdings, LLC
UNCHANGED1,1271,12700%$304.6K$260.3K-$44.4K2026-10-14
Capstone Wealth Management Group, LLC
DECREASED1,1251,187-62-5%$321.0K$341.9K+$20.9K2026-11-05
Total Investment Management Inc
DECREASED1,1241,136-12-1%$307.5K$259.6K-$47.9K2026-10-22
Allied Investment Advisors, LLC
INCREASED1,1221,116+6+1%$301.7K$259.1K-$42.6K2026-10-13
Howard Wealth Management, LLC
INCREASED1,1221,120+2+0%$302.9K$259.3K-$43.7K2026-10-28
Selective Wealth Management, Inc.
INCREASED1,120988+132+13%$264.4K$271.6K+$7.1K2026-10-16
Bond & Devick Financial Network, Inc.
INCREASED1,1161,034+82+8%$279.5K$257.7K-$21.8K2026-10-23
Quantum Financial Advisors, LLC
INCREASED1,114880+234+27%$237.8K$257.2K+$19.4K2026-11-03
Accel Wealth Management
DECREASED1,1141,122-8-1%$303.3K$257.3K-$45.9K2026-10-13
J. Derek Lewis & Associates Inc.
NEW1,112—+1,112——$256.8K—2026-11-03
Capital Investment Services of America, Inc.
UNCHANGED1,1121,11200%$300.7K$256.9K-$43.8K2026-11-02
Veracity Capital LLC
INCREASED1,1101,092+18+2%$295.2K$256.4K-$38.8K2026-10-08
Hickory Point Bank & Trust
UNCHANGED1,1101,11000%$300.0K$256.3K-$43.7K2026-10-01
RFG - Bristol Wealth Advisors, LLC
INCREASED1,1091,068+41+4%$288.7K$256.1K-$32.6K2026-10-09
Arkansas Financial Group, Inc.
UNCHANGED1,1091,10900%$299.8K$256.1K-$43.7K2026-10-26
LifeSteps Financial, Inc.
DECREASED1,1081,144-36-3%$309.2K$255.9K-$53.3K2026-10-15
Overbrook Management Corp
DECREASED1,1001,109-9-1%$299.8K$254.0K-$45.7K2026-10-08
Philip James Wealth Mangement, LLC
UNCHANGED1,0991,09900%$297.1K$253.9K-$43.3K2026-10-27
Eclectic Associates Inc
INCREASED1,0971,090+7+1%$294.7K$253.4K-$41.2K2026-10-09
Washington Trust Advisors, Inc.
DECREASED1,0931,291-198-15%$349.0K$252.4K-$96.6K2026-10-22
Websterrogers Financial Advisors, LLC
UNCHANGED1,0921,09200%$295.2K$252.2K-$43.0K2026-11-02
EdgeRock Capital LLC
DECREASED1,0911,107-16-1%$299.2K$251.9K-$47.3K2026-11-03
Tiller Private Wealth, Inc.
UNCHANGED1,0901,09000%$294.5K$251.6K-$42.9K2026-10-26
Bigelow Investment Advisors, LLC
UNCHANGED1,0821,08200%$292.5K$249.9K-$42.6K2026-10-13
Altus Wealth Group LLC
DECREASED1,0791,166-87-7%$315.2K$249.3K-$65.9K2026-10-20
BXM Wealth LLC
UNCHANGED1,0781,07800%$291.3K$248.9K-$42.4K2026-11-03
Highland Capital Management, LLC
INCREASED1,076957+119+12%$258.7K$248.5K-$10.2K2026-10-26
Dagco, Inc.
DECREASED1,0731,256-183-15%$339.6K$247.8K-$91.8K2026-10-20
Christensen, King & Associates Investment Services, Inc.
INCREASED1,073970+103+11%$262.1K$247.9K-$14.3K2026-10-22
Compass Financial Group, Inc
DECREASED1,0711,144-73-6%$309.2K$247.4K-$61.9K2026-10-13
Coquina Private Wealth LLC
DECREASED1,0671,166-99-8%$315.3K$246.5K-$68.8K2026-10-27
Ariadne Wealth Management, LP
NEW1,066—+1,066——$246.2K—2026-11-06
Reyes Financial Architecture, Inc.
DECREASED1,0651,587-522-33%$428.9K$246.0K-$182.9K2026-10-22
Cora Capital Advisors LLC
UNCHANGED1,0621,06200%$287.1K$245.3K-$41.8K2026-11-02
SL Advisors, LLC
DECREASED1,0591,165-106-9%$314.9K$244.6K-$70.3K2026-10-13
AUA Capital Management, LLC
UNCHANGED1,0591,05900%$286.3K$244.6K-$41.7K2026-10-15
BNC Wealth Management, LLC
UNCHANGED1,0551,05500%$285.3K$243.8K-$41.6K2026-10-19
Worth Asset Management, LLC
NEW1,052—+1,052——$243.0K—2026-10-07
Birchbrook, Inc.
UNCHANGED1,0501,05000%$283.8K$242.5K-$41.3K2026-10-14
Arvest Investments, Inc.
DECREASED1,0481,933-885-46%$522.6K$242.0K-$280.6K2026-10-21
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED1,0481,107-59-5%$299.2K$242.0K-$57.2K2026-10-28
Syverson Strege & Co
DECREASED1,0471,050-30%$283.8K$241.8K-$42.0K2026-11-02
Challenger Wealth Management
INCREASED1,0461,039+7+1%$280.8K$241.5K-$39.3K2026-10-30
Integrity Wealth Partners, LLC
NEW1,045—+1,045——$241.4K—2026-10-14
Kwmg, LLC
INCREASED1,0441,040+4+0%$281.2K$241.1K-$40.1K2026-10-07
Legacy Advisors, LLC
DECREASED1,04314,357-13,314-93%$3.9M$240.9K-$3.6M2026-10-19
RTD Financial Advisors, Inc.
UNCHANGED1,0431,04300%$282.0K$240.9K-$41.1K2026-10-09
Innova Wealth Partners
INCREASED1,042856+186+22%$231.4K$240.6K+$9.3K2026-10-21
Walker Asset Management, LLC
INCREASED1,0391,036+3+0%$280.2K$239.9K-$40.3K2026-10-13
Investment Research Partners LLC
DECREASED1,0381,254-216-17%$339.0K$239.7K-$99.3K2026-10-19
Mindset Wealth Management, LLC
DECREASED1,0381,090-52-5%$294.6K$239.7K-$54.9K2026-10-19
NavPoint Financial, Inc.
UNCHANGED1,0371,03700%$280.3K$239.5K-$40.8K2026-10-21
Carmel Capital Partners, LLC
UNCHANGED1,0351,03500%$279.8K$239.0K-$40.7K2026-11-03
Legacy Financial Independent Advisors LLC
UNCHANGED1,0351,03500%$279.8K$239.0K-$40.7K2026-11-02
American National Bank of Texas
DECREASED1,0341,191-157-13%$321.9K$238.8K-$83.1K2026-10-07
Wagner Wealth Management, LLC
INCREASED1,033892+141+16%$241.1K$238.6K-$2.5K2026-10-21
Michael Brady & Co., LLC
UNCHANGED1,0321,03200%$279.0K$238.4K-$40.6K2026-10-23
Vann Equity Management LLC
INCREASED1,031952+79+8%$257.4K$238.1K-$19.3K2026-10-08
Old Mission Investment Co LLC
INCREASED1,029986+43+4%$266.4K$237.6K-$28.9K2026-10-22
E&G Advisors, LLC
UNCHANGED1,0291,02900%$278.5K$239.1K-$39.3K2026-10-13
Sulzberger Capital Advisors, Inc.
UNCHANGED1,0231,02300%$276.5K$236.3K-$40.3K2026-10-20
Kelly Financial Group LLC
UNCHANGED1,0191,01900%$275.4K$235.5K-$40.0K2026-10-16
Nova R Wealth, Inc.
DECREASED1,0181,035-17-2%$279.8K$235.1K-$44.7K2026-10-26
Capstone Wealth Management Group, Inc.
INCREASED1,0181,014+4+0%$274.1K$235.1K-$39.1K2026-10-19
JSF Financial, LLC
INCREASED1,014826+188+23%$223.2K$234.2K+$11.0K2026-10-22
Capital Square, LLC
DECREASED1,0121,209-197-16%$332.0K$233.8K-$98.2K2026-10-19
Hardin Capital Partners, LLC
NEW1,011—+1,011——$233.4K—2026-10-09
RW Investment Management LLC
INCREASED1,011997+14+1%$269.5K$233.5K-$36.0K2026-11-03
Retirement Investment Advisors, Inc.
UNCHANGED1,0081,00800%$274.8K$232.8K-$42.0K2026-10-22
Financial Symmetry Inc
INCREASED1,007966+41+4%$261.0K$232.4K-$28.5K2026-10-06
Mission Financial Group, LLC
DECREASED1,0061,017-11-1%$274.8K$232.4K-$42.4K2026-10-21
GLR Partners, LLC
DECREASED1,0011,021-20-2%$276.0K$231.2K-$44.8K2026-11-04
Harvey Investment Co LLC
NEW1,000—+1,000——$231—2026-10-20
Gouws Capital LLC
DECREASED1,0001,416-416-29%$382.8K$230.9K-$151.8K2026-10-09
Stone Summit Wealth LLC
DECREASED1,0001,200-200-17%$324.4K$230.9K-$93.4K2026-10-14
Flagship Private Wealth, LLC
INCREASED1,000996+4+0%$269.2K$231.0K-$38.1K2026-11-05
Hedges Asset Management LLC
UNCHANGED1,0001,00000%$270.3K$230.9K-$39.4K2026-10-29
Madrona Financial Services, LLC
INCREASED998991+7+1%$267.9K$230.5K-$37.4K2026-10-23
626 Financial, LLC
UNCHANGED99899800%$269.8K$230.5K-$39.3K2026-11-04
Beacon Capital Management, LLC
DECREASED9971,044-47-4%$282.1K$230.3K-$51.9K2026-10-23
Mcdonald Partners LLC
DECREASED997998-10%$269.8K$230.2K-$39.5K2026-11-03
NewSquare Capital LLC
DECREASED9961,112-116-10%$300.6K$230.0K-$70.6K2026-11-06
Gibraltar Capital Management, Inc.
INCREASED993983+10+1%$265.7K$229.3K-$36.4K2026-10-27
May Hill Capital, LLC
DECREASED9921,476-484-33%$399.0K$229.1K-$169.9K2026-11-03
Tortoise Investment Management, LLC
DECREASED9911,034-43-4%$279.6K$228.9K-$50.6K2026-11-06
Alchemi Wealth, LLC
DECREASED9901,045-55-5%$282.8K$228.7K-$54.1K2026-11-04
Balefire, LLC
DECREASED9851,433-448-31%$387.5K$227.5K-$160.0K2026-10-09
BancFirst Trust & Investment Management
INCREASED985971+14+1%$259.4K$230.5K-$29.0K2026-10-30
Opus Capital Group, LLC
INCREASED985979+6+1%$265.0K$227-$264.8K2026-10-30
Wealth Advisory Solutions, LLC
INCREASED982927+55+6%$250.6K$226.8K-$23.8K2026-10-20
Pacific Asset Management, LLC
UNCHANGED98298200%$265.4K$226.8K-$38.7K2026-10-15
Wealthcare Capital Partners, LLC
DECREASED9801,150-170-15%$310.8K$226.3K-$84.5K2026-10-21
Traphagen Investment Advisors LLC
DECREASED9781,039-61-6%$281.0K$225.9K-$55.1K2026-10-14
Newton One Investments LLC
DECREASED9771,072-95-9%$289.6K$225.6K-$64.1K2026-10-14
Sima Wealth Partners, LLC
UNCHANGED97597500%$263.6K$225.2K-$38.4K2026-10-19
Silver Grove Financial Group, Inc.
INCREASED973634+339+53%$171.5K$224.8K+$53.3K2026-11-05
Blume Capital Management, Inc.
UNCHANGED97397300%$263.0K$224.7K-$38.3K2026-10-26
Abel Hall, LLC
DECREASED9671,020-53-5%$275.8K$223.4K-$52.4K2026-10-19
Advisors Management Group Inc
INCREASED964912+52+6%$246.0K$222-$245.8K2026-11-05
Cherry Creek Investment Advisors, Inc.
INCREASED964959+5+1%$259.3K$222.7K-$36.6K2026-10-14
Colton Groome Financial Advisors, LLC
DECREASED9631,238-275-22%$334.5K$222.3K-$112.2K2026-10-06
Emprise Bank
DECREASED9631,018-55-5%$275.2K$222.4K-$52.8K2026-10-07
Commerce Advisors, LLC
DECREASED961996-35-4%$269.2K$221.9K-$47.3K2026-10-19
Baker Ellis Asset Management LLC
DECREASED9582,282-1,324-58%$616.8K$221.3K-$395.4K2026-10-14
Atlas Private Wealth Advisors
DECREASED956957-10%$258.6K$220.8K-$37.8K2026-10-23
Northwest Wealth Management, LLC
UNCHANGED95495400%$257.9K$220.3K-$37.6K2026-10-30
Sonata Capital Group Inc
DECREASED9531,153-200-17%$311.7K$220.1K-$91.6K2026-10-19
Insight Inv LLC
DECREASED951982-31-3%$265.4K$219.6K-$45.8K2026-10-27
Ardent Capital Management, Inc.
UNCHANGED95195100%$257.1K$219.6K-$37.4K2026-10-16
Leeward Financial Partners, LLC
UNCHANGED95095000%$256.8K$219.4K-$37.4K2026-10-23
UMB Private Wealth Management, LLC
NEW949—+949——$219.2K—2026-10-19
High Note Wealth, LLC
DECREASED9491,002-53-5%$270.7K$219.2K-$51.6K2026-10-27
Ring Mountain Capital, LLC
DECREASED941980-39-4%$264.9K$217.3K-$47.6K2026-10-13
Pachira Investments Inc.
DECREASED9361,042-106-10%$281.7K$216.2K-$65.6K2026-10-14
Grandview Asset Management LLC
DECREASED9331,195-262-22%$322.8K$215.5K-$107.3K2026-10-19
Leslie Global Wealth, LLC
DECREASED9331,006-73-7%$271.9K$215.5K-$56.5K2026-10-26
Patten Group, Inc.
DECREASED933980-47-5%$264.9K$215.5K-$49.4K2026-10-26
ARQ Wealth Advisors, LLC
UNCHANGED93393300%$245.9K$215.5K-$30.4K2026-10-29
Nolet Wealth Management, LLC
DECREASED9311,144-213-19%$309.1K$214.9K-$94.2K2026-10-15
Carter Financial Group, Inc.
DECREASED9301,058-128-12%$286.0K$214.7K-$71.3K2026-10-21
Victrix Investment Advisors
INCREASED930839+91+11%$226.8K$214.8K-$12.0K2026-10-13
Providence Wealth Advisors, LLC
DECREASED9301,014-84-8%$279.1K$215.7K-$63.4K2026-10-29
Braun-Bostich & Associates Inc.
DECREASED9301,005-75-7%$271.7K$214.8K-$56.9K2026-10-20
GreatBanc Trust Co
DECREASED930960-30-3%$259.5K$214.8K-$44.7K2026-11-04
Advisortrust Partners, LLC
INCREASED927926+1+0%$250.3K$214.1K-$36.2K2026-11-02
Unify Financial Advisors
UNCHANGED92492400%$249.8K$213.4K-$36.4K2026-11-03
Eurizon SLJ Capital Ltd
INCREASED923680+243+36%$183.8K$213.2K+$29.3K2026-11-06
Values Added Financial LLC
DECREASED921967-46-5%$261.4K$212.7K-$48.7K2026-10-28
Godsey & Gibb, Inc
UNCHANGED92092000%$248.7K$212.5K-$36.2K2026-10-14
Rose Capital Advisors LLC
NEW919—+919——$212.3K—2026-11-04
Garrett Wealth Advisory Group, LLC
DECREASED9191,001-82-8%$270.6K$212.3K-$58.3K2026-10-22
Sage Capital Management, LLC
INCREASED918916+2+0%$247.7K$212.1K-$35.5K2026-10-20
Vicus Capital
DECREASED9161,024-108-11%$276.8K$211.6K-$65.2K2026-11-05
Reicon Wealth Advisors, LLC
UNCHANGED91691600%$247.6K$211.5K-$36.1K2026-11-04
Iron Financial LLC
DECREASED9151,023-108-11%$276.5K$211.2K-$65.3K2026-10-23
Provident Wealth Management, LLC
DECREASED915965-50-5%$260.8K$211.3K-$49.5K2026-10-20
Elser Financial Planning, Inc
DECREASED915940-25-3%$254.0K$211.3K-$42.8K2026-10-16
Heritage Wealth Management, Inc.
DECREASED914965-51-5%$260.8K$211.1K-$49.8K2026-10-27
Jessup Wealth Management, Inc
DECREASED913923-10-1%$249.5K$210.8K-$38.7K2026-10-20
Nova Financial LLC
NEW911—+911——$210.4K—2026-11-04
Ellis Investment Partners, LLC
DECREASED909988-79-8%$267.3K$210.0K-$57.3K2026-10-21
Balance Wealth Partners LLC
DECREASED9071,067-160-15%$288.4K$209.5K-$78.9K2026-10-27
Breakwater Capital Group
DECREASED902956-54-6%$258.4K$208.4K-$50.1K2026-10-09
Fagan Associates, Inc.
DECREASED902938-36-4%$253.6K$208.3K-$45.2K2026-10-13
Watchman Group, Inc.
INCREASED902875+27+3%$236.6K$208.4K-$28.2K2026-10-16
Stegner Investment Associates Inc.
DECREASED9001,003-103-10%$271.1K$207.8K-$63.3K2026-10-15
Idaho Trust Co
DECREASED899906-7-1%$244.9K$207.6K-$37.3K2026-11-04
Gemmer Asset Management LLC
DECREASED896988-92-9%$267.1K$206.9K-$60.1K2026-10-16
Sherman Asset Management, Inc.
UNCHANGED89689600%$242.4K$207.1K-$35.3K2026-11-05
Elevatus Welath Management
DECREASED894920-26-3%$248.8K$206.6K-$42.3K2026-10-19
Mainstream Capital Management LLC
DECREASED8931,188-295-25%$321.1K$206.2K-$114.9K2026-10-23
Sage Rhino Capital LLC
DECREASED893921-28-3%$249.0K$206.2K-$42.7K2026-10-28
Sterling Financial Planning, Inc.
DECREASED890896-6-1%$242.2K$205.5K-$36.7K2026-10-28
Towne Trust Company, N.a
DECREASED8871,016-129-13%$274.6K$204.8K-$69.8K2026-10-28
Paragon Capital Management Ltd
DECREASED8861,145-259-23%$309.7K$204.5K-$105.1K2026-10-09
Stonebridge Financial Planning Group, LLC
INCREASED885819+66+8%$221.5K$204.3K-$17.2K2026-11-06
Avanza Fonder AB
UNCHANGED88588500%$239.2K$204.4K-$34.8K2026-10-13
Maia Wealth LLC
DECREASED8841,084-200-18%$292.9K$204.2K-$88.7K2026-10-19
Financial Harvest, LLC
DECREASED883962-79-8%$260.1K$204.0K-$56.1K2026-10-15
WealthPoint Financial, LLC
INCREASED882801+81+10%$216.4K$203.7K-$12.8K2026-11-03
Gill Capital Partners, LLC
INCREASED882837+45+5%$226.1K$203.7K-$22.5K2026-10-13
Grant Street Asset Management, Inc.
UNCHANGED87887800%$237.3K$202.8K-$34.6K2026-10-26
Fusion Capital, LLC
INCREASED877876+1+0%$236.9K$202.6K-$34.3K2026-10-28
Courage Miller Partners, LLC
UNCHANGED87787700%$237.1K$202.5K-$34.5K2026-10-21
Blackston Financial Advisory Group, LLC
DECREASED872882-10-1%$238.5K$201.3K-$37.1K2026-11-04
Black Diamond Financial, LLC
NEW871—+871——$201.1K—2026-10-26
First Business Financial Services, Inc.
INCREASED867859+8+1%$232.2K$200.2K-$32.0K2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
DECREASED86315,502-14,639-94%$4.2M$199-$4.2M2026-10-22
United Financial Planning Group LLC
INCREASED842840+2+0%$227.1K$194.4K-$32.7K2026-11-04
Holos Integrated Wealth LLC
UNCHANGED84084000%$237.1K$203.8K-$33.2K2026-10-23
Meridian Financial Partners LLC
INCREASED836798+38+5%$211.4K$202.7K-$8.7K2026-10-23
Guardian Wealth Advisors, LLC
DECREASED833933-100-11%$252.1K$207.9K-$44.2K2026-10-30
Ashurst Perkins Coie Trust Co
INCREASED824817+7+1%$220.8K$190.3K-$30.5K2026-10-15
Thompson Investment Management, Inc.
DECREASED819824-5-1%$222.9K$189.2K-$33.6K2026-10-14
Country Trust Bank
UNCHANGED80080000%$216.2K$184.8K-$31.5K2026-10-30
Moisand Fitzgerald Tamayo, LLC
UNCHANGED79879800%$215.7K$184.3K-$31.4K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED7964,883-4,087-84%$1.3M$183.8K-$1.1M2026-10-14
Smallwood Wealth Investment Management, LLC
INCREASED792722+70+10%$195.4K$183.1K-$12.3K2026-10-30
Elite Life Management LLC
DECREASED790792-20%$217.0K$219.7K+$2.6K2026-11-06
Gold Investment Management Ltd.
UNCHANGED78478400%$211.9K$181.1K-$30.9K2026-10-19
Avion Wealth
DECREASED783815-32-4%$220.0K$180-$219.8K2026-11-04
Harel Insurance Investments & Financial Services Ltd.
DECREASED7773,077-2,300-75%$831.0K$179-$830.8K2026-11-02
Beacon Financial Strategies Corp
UNCHANGED77677600%$209.8K$179.3K-$30.6K2026-10-14
Private Wealth Management Group, LLC
INCREASED744533+211+40%$143.9K$171.7K+$27.8K2026-10-19
Monetary Solutions, Ltd
INCREASED744724+20+3%$195.7K$171.8K-$23.9K2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED73873800%$199.4K$170.4K-$29.0K2026-10-15
Elevated Capital Advisors, LLC
DECREASED7354,343-3,608-83%$1.2M$169.7K-$1.0M2026-11-04
Fairscale Capital, LLC
DECREASED734779-45-6%$210.6K$189.5K-$21.1K2026-11-04
Bradley & Co. Private Wealth Management, LLC
UNCHANGED73473400%$198.4K$169.5K-$28.9K2026-10-23
Heritage Family Offices, LLP
DECREASED721741-20-3%$200.3K$166.5K-$33.8K2026-11-02
University of Texas S AM Investment Management Co
INCREASED714514+200+39%$138.9K$164.9K+$26.0K2026-11-03
Barrett & Company, Inc.
INCREASED714705+9+1%$190.6K$164.8K-$25.9K2026-10-22
Owl Creek Wealth Partners LLC
INCREASED710533+177+33%$144.0K$163.9K+$19.9K2026-10-20
Barnes Dennig Private Wealth Management LLC
UNCHANGED69869800%$188.7K$161.2K-$27.5K2026-10-30
Intelligent Financial Strategies
DECREASED672690-18-3%$186.5K$155.1K-$31.3K2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED670639+31+5%$99.1K$155-$98.9K2026-11-04
Access Investment Management LLC
UNCHANGED65065000%$175.7K$150.1K-$25.6K2026-10-23
Proathlete Wealth Management LLC
INCREASED644496+148+30%$134.2K$148.9K+$14.6K2026-10-15
Main Street Group, LTD
INCREASED640162+478+295%$43.8K$147.8K+$104.0K2026-10-28
Highline Wealth Partners LLC
DECREASED637707-70-10%$191.1K$147.1K-$44.0K2026-10-19
Meriwether Wealth & Planning, LLC
NEW621—+621——$143.4K—2026-10-13
Paradigm Asset Management Co LLC
DECREASED6001,093-493-45%$295.4K$138.6K-$156.9K2026-11-05
Fortis Group Advisors, LLC
UNCHANGED58858800%$158.9K$135.8K-$23.1K2026-11-06
Princeton Global Asset Management LLC
DECREASED587826-239-29%$223.2K$135.6K-$87.6K2026-10-21
One River Asset Management, LLC
DECREASED5861,018-432-42%$275.2K$135.3K-$139.8K2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED56456400%$152.5K$130.3K-$22.2K2026-10-27
Flagship Wealth Advisors, LLC
DECREASED556672-116-17%$181.6K$128.4K-$53.2K2026-11-03
Kings Path Partners LLC
INCREASED547147+400+272%$39.7K$126.3K+$86.6K2026-10-21
Pacifica Partners Inc.
INCREASED544519+25+5%$145.6K$126.1K-$19.4K2026-10-09
10Elms LLP
INCREASED541495+46+9%$133.9K$124.8K-$9.1K2026-11-06
Reap Financial Group, LLC
DECREASED537700-163-23%$189.2K$124.0K-$65.2K2026-11-02
Next Level Wealth Planning, LLC
NEW535—+535——$123.5K—2026-10-29
StrongBox Wealth, LLC
UNCHANGED53453400%$144.3K$123.3K-$21.0K2026-11-02
DecisionPoint Financial, LLC
INCREASED52199+422+426%$26.7K$120.8K+$94.1K2026-10-27
Rothwell Investment Advisors, LLC
NEW513—+513——$118.5K—2026-11-06
Compass Wealth Management LLC
NEW509—+509——$117.5K—2026-10-22
William Mack & Associates, Inc.
NEW505—+505——$116.6K—2026-10-27
Cape Investment Advisory, Inc.
DECREASED505540-35-6%$146.0K$116.7K-$29.4K2026-10-13
Gilpin Wealth Management, LLC
NEW500—+500——$115.5K—2026-10-09
LFA - Lugano Financial Advisors SA
DECREASED500520-20-4%$140.6K$115.5K-$25.1K2026-11-03
MB, Levis & Associates, LLC
INCREASED496495+1+0%$133.9K$114.6K-$19.3K2026-10-16
James T. Borello RIA
DECREASED488683-195-29%$184.7K$112.8K-$71.9K2026-10-16
Quaker Wealth Management, LLC
INCREASED486389+97+25%$105.2K$112.2K+$7.0K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED483460+23+5%$124.0K$112-$123.9K2026-10-14
Mascoma Wealth Management LLC
DECREASED481630-149-24%$170.3K$111.1K-$59.2K2026-10-23
Abound Wealth Management
INCREASED474460+14+3%$124.4K$109.6K-$14.9K2026-10-26
Sfam, LLC
DECREASED471569-98-17%$153.7K$108.8K-$44.9K2026-11-03
Foresight Capital Management Advisors, Inc.
DECREASED470766-296-39%$207.1K$108.6K-$98.6K2026-10-27
Trifecta Capital Advisors, LLC
DECREASED469472-3-1%$127.6K$108.3K-$19.3K2026-10-21
Vima LLC
INCREASED466465+1+0%$125.8K$107.6K-$18.2K2026-10-23
First Pacific Financial
DECREASED464528-64-12%$142.8K$107.2K-$35.6K2026-10-14
United Community Bank
DECREASED463509-46-9%$137.6K$106.9K-$30.7K2026-10-28
Planning Strategies Inc.
DECREASED460470-10-2%$127.0K$106.2K-$20.8K2026-10-02
Hager Investment Management Services, LLC
DECREASED452517-65-13%$139.9K$104.5K-$35.4K2026-11-04
CGC Financial Services, LLC
UNCHANGED45045000%$121.6K$103.9K-$17.7K2026-10-13
Compass Financial Management LLC
INCREASED449434+15+3%$116.6K$103.7K-$12.9K2026-10-30
Glass Jacobson Investment Advisors llc
UNCHANGED44944900%$121.4K$103.7K-$17.7K2026-10-26
Financial Management Professionals, Inc.
DECREASED431463-32-7%$125.1K$99.5K-$25.7K2026-10-23
Miller Global Investments, LLC
INCREASED430273+157+58%$73.8K$99.3K+$25.5K2026-10-02
Investment Research & Advisory Group, Inc.
INCREASED428119+309+260%$32.2K$98.9K+$66.7K2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED400403-3-1%$108.9K$92.4K-$16.5K2026-10-16
Covestor Ltd
DECREASED398415-17-4%$112.0K$92-$111.9K2026-10-30
GK Wealth Management LLC
NEW382—+382——$88.3K—2026-10-09
Evolution Wealth Management Inc.
DECREASED379633-254-40%$171.1K$87.5K-$83.6K2026-10-28
Pflug Koory, LLC
UNCHANGED37637600%$101.6K$86.8K-$14.8K2026-10-26
Dynamic Wealth Strategies, LLC
UNCHANGED36636600%$98.9K$84.5K-$14.4K2026-10-16
Finley Financial, LLC
UNCHANGED36136100%$97.6K$83.7K-$13.9K2026-10-28
Tsfg, LLC
DECREASED3603,074-2,714-88%$831.0K$83-$830.9K2026-10-23
Western Pacific Wealth Management, LP
DECREASED348507-159-31%$137.1K$80.3K-$56.8K2026-10-16
WPG Advisers, LLC
DECREASED344420-76-18%$113.5K$79.4K-$34.1K2026-10-27
Redwood Park Advisors LLC
INCREASED336310+26+8%$83.9K$77.5K-$6.4K2026-11-02
Murphy & Mullick Capital Management Corp
INCREASED325275+50+18%$74.4K$75.0K+$5812026-11-02
Lynch Investment Planning, LLC
NEW324—+324——$74.8K—2026-10-27
Essential Partners LLC
DECREASED317326-9-3%$88.1K$73.2K-$14.9K2026-10-14
Peterson Wealth Management
INCREASED313311+2+1%$84.0K$72.3K-$11.7K2026-11-06
IAG Wealth Partners, LLC
DECREASED310851-541-64%$230.0K$71.6K-$158.4K2026-11-06
Curat Global, LLC
UNCHANGED31031000%$83.8K$71.6K-$12.2K2026-10-26
Costello Asset Management, Inc
DECREASED308363-55-15%$98.1K$71.1K-$27.0K2026-10-30
Retirement Wealth Solutions LLC
DECREASED305381-76-20%$103.1K$70.5K-$32.5K2026-10-07
Aspect Partners, LLC
UNCHANGED30430400%$82.2K$70.2K-$12.0K2026-10-20
Acumen Wealth Advisors, LLC
INCREASED303279+24+9%$75.4K$70.0K-$5.4K2026-11-05
MidAtlantic Capital Management, Inc.
NEW299—+299——$69.1K—2026-11-05
IMG Wealth Management, Inc.
INCREASED298244+54+22%$66.0K$68.8K+$2.9K2026-10-27
Pacific Center for Financial Services
UNCHANGED29229200%$78.9K$67.4K-$11.5K2026-10-15
Financially Speaking Inc
UNCHANGED29229200%$90.8K$67.4K-$23.3K2026-11-05
Kroeger Financial Partners
UNCHANGED28228200%$76.2K$65.1K-$11.1K2026-10-19
High Point Wealth Management, LLC
UNCHANGED27727700%$74.9K$64.0K-$10.9K2026-11-05
Investors Research Corp
DECREASED268287-19-7%$77.6K$61.9K-$15.7K2026-10-07
Axiom Investment Management LLC
DECREASED267526-259-49%$142.1K$61.7K-$80.5K2026-11-03
Birchwood Financial Partners, Inc.
DECREASED264314-50-16%$84.7K$60.9K-$23.9K2026-11-02
Nvest Wealth Strategies, Inc.
DECREASED257260-3-1%$70.3K$59.4K-$10.9K2026-10-14
Gladwyn Financial Advisors, Inc.
UNCHANGED25525500%$68.8K$58.8K-$10.0K2026-10-05
Trellis Wealth Advisors LLC
NEW250—+250——$57.7K—2026-10-19
Sarver Vrooman Wealth Advisors
UNCHANGED24424400%$66.3K$56.3K-$10.0K2026-10-01
Putney Financial Group LLC
NEW240—+240——$55.4K—2026-10-30
Fairway Wealth LLC
INCREASED24050+190+380%$13.5K$55.4K+$41.9K2026-10-30
Mountain Hill Investment Partners Corp.
INCREASED23727+210+778%$7.3K$54.7K+$47.4K2026-10-23
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED229224+5+2%$60.5K$52.9K-$7.7K2026-11-06
Addison Advisors LLC
INCREASED223209+14+7%$56.5K$51.5K-$5.0K2026-11-06
Wilkerson Advisory Group LLC
DECREASED222264-42-16%$71.5K$51.4K-$20.1K2026-10-20
CrossGen Wealth, LLC
INCREASED217216+1+0%$58.3K$50.2K-$8.1K2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED21621600%$58.4K$49.9K-$8.5K2026-11-06
Atlantic Edge Private Wealth Management, LLC
DECREASED212462-250-54%$124.9K$49.0K-$75.9K2026-10-20
Intesa Sanpaolo Wealth Management
UNCHANGED20820800%$56.2K$48.0K-$8.2K2026-10-28
Montgomery Financial Services LLC
UNCHANGED20820800%$56.2K$48.0K-$8.2K2026-11-03
Transce3nd, LLC
NEW202—+202——$49.7K—2026-10-26
SRH Advisors, LLC
UNCHANGED20020000%$54.1K$46.2K-$7.9K2026-10-22
Burkett Financial Services, LLC
INCREASED1938+185+2313%$2.2K$44.7K+$42.4K2026-10-01
Arlington Trust Co LLC
INCREASED176111+65+59%$30.0K$40.6K+$10.6K2026-10-20
Summit Securities Group LLC
NEW173—+173——$40.0K—2026-11-05
Valued Wealth Advisors LLC
INCREASED16876+92+121%$20.7K$38.7K+$18.1K2026-11-05
American Capital Advisory, LLC
INCREASED168166+2+1%$44.9K$38.8K-$6.1K2026-10-28
POM Investment Strategies, LLC
DECREASED166174-8-5%$47.0K$38.3K-$8.7K2026-10-20
Canton Hathaway, LLC
UNCHANGED16516500%$44.6K$38.1K-$6.5K2026-10-23
Cdkv Holdings LLC
UNCHANGED16516500%$44.6K$38.1K-$6.5K2026-10-28
Peterson Wealth Services
DECREASED16412,252-12,088-99%$3.3M$37.8K-$3.3M2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED163177-14-8%$47.9K$37.7K-$10.2K2026-11-02
Bay Harbor Wealth Management, LLC
DECREASED163166-3-2%$44.8K$37.5K-$7.2K2026-11-03
Sunrise Financial Services, LLC
DECREASED161186-25-13%$50.3K$37.2K-$13.1K2026-10-21
Marshall & Sterling Wealth Advisors Inc.
INCREASED159149+10+7%$40.2K$36.6K-$3.5K2026-10-28
Bell Investment Advisors, Inc
DECREASED148273-125-46%$73.8K$34.2K-$39.6K2026-10-29
Hara Capital LLC
UNCHANGED14514500%$39.2K$33.5K-$5.7K2026-10-30
SBK Financial, Inc.
UNCHANGED14014000%$37.8K$32.3K-$5.5K2026-11-02
Tower Trust & Investment Co
DECREASED1391,942-1,803-93%$524.9K$32.1K-$492.8K2026-10-28
First Community Trust NA
DECREASED136168-32-19%$45.4K$31.4K-$14.0K2026-10-07
Joseph Group Capital Management
DECREASED133147-14-10%$39.7K$30.7K-$9.0K2026-11-04
Prudent Man Investment Management, Inc.
UNCHANGED12712700%$38.8K$29.3K-$9.5K2026-11-03
Downshift Financial, LLC
UNCHANGED12712700%$34.3K$29.3K-$5.0K2026-10-13
Beutel, Goodman & Co Ltd.
UNCHANGED12512500%$33$28-$52026-11-04
Centerpoint Advisors, LLC
DECREASED116126-10-8%$34.0K$27-$34.0K2026-11-05
Arcadia Investment Advisors LLC
UNCHANGED11611600%$31.4K$26.8K-$4.6K2026-10-13
Groesbeck Investment Management Corp
UNCHANGED11511500%$31$27-$42026-10-26
Align Financial, LLC
DECREASED112128-16-12%$34.6K$25.9K-$8.7K2026-10-16
Luken Investment Analytics, LLC
UNCHANGED11211200%$30.3K$25.9K-$4.4K2026-11-06
Horizon Financial Services, LLC
DECREASED108138-30-22%$37.3K$24.9K-$12.4K2026-11-04
West Financial Advisors, LLC
UNCHANGED10410400%$28.1K$24.0K-$4.1K2026-10-22
Three Bridge Wealth Advisors, LLC
NEW99—+99——$22.9K—2026-11-05
Signature Resources Capital Management, LLC
DECREASED96116-20-17%$31.4K$22.2K-$9.2K2026-10-16
PFS Partners, LLC
INCREASED9493+1+1%$25.3K$21.7K-$3.5K2026-10-21
Your Advocates Ltd., LLP
INCREASED9089+1+1%$24.1K$20.7K-$3.4K2026-11-03
Bare Financial Services, Inc
DECREASED77111-34-31%$30.0K$17.8K-$12.2K2026-11-04
Maryland Capital Advisors Inc.
DECREASED76480-404-84%$129.8K$17.6K-$112.2K2026-10-15
Burk Holdings LLC
INCREASED7443+31+72%$11.6K$17.1K+$5.5K2026-11-05
Advocate Investing Services LLC
UNCHANGED727200%$19.5K$16.6K-$2.8K2026-10-26
Miller Wealth Advisors, LLC
UNCHANGED717100%$19.2K$16.4K-$2.8K2026-11-02
Comprehensive Financial Planning, Inc.
UNCHANGED717100%$19.2K$16.5K-$2.7K2026-10-27
Collier Financial
UNCHANGED707000%$18.9K$16.2K-$2.8K2026-11-06
Breakwater Investment Management
INCREASED6766+1+2%$17.8K$15.5K-$2.4K2026-10-20
Kingdom Financial Group Llc.
INCREASED6415+49+327%$3.9K$14.7K+$10.8K2026-11-04
Midwest Capital Advisors, LLC
NEW63—+63——$14.5K—2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED636300%$17.0K$14.5K-$2.5K2026-10-14
Chung Wu Investment Group, LLC
UNCHANGED606000%$16.2K$13.9K-$2.4K2026-11-03
Lloyd Advisory Services, Llc.
INCREASED5246+6+13%$12.5K$12.1K-$3802026-11-02
Polaris Financial Partners
NEW51—+51——$12—2026-10-02
Networth Advisors, LLC
UNCHANGED474700%$12.7K$10.9K-$1.8K2026-11-03
Key Capital Management, Inc
INCREASED4644+2+5%$11.9K$10.6K-$1.3K2026-11-03
Vermillion Wealth Management, Inc.
DECREASED44115-71-62%$31.1K$10.2K-$21.0K2026-10-26
Creative Capital Management Investments LLC
INCREASED4314+29+207%$3.8K$9.9K+$6.1K2026-10-28
NorthAvenue LLC
UNCHANGED424200%$11.4K$9.7K-$1.7K2026-10-29
Hoey Investments, Inc
DECREASED3768-31-46%$18.4K$8.5K-$9.8K2026-10-29
Essential Investment Partners LLC
UNCHANGED373700%$10.0K$8.5K-$1.5K2026-10-27
Noble Wealth Management PBC
UNCHANGED333300%$8.9K$7.6K-$1.3K2026-10-01
John Boyer, Inc.
NEW32—+32——$7.5K—2026-10-27
LAM Group, Inc.
UNCHANGED272700%$7.3K$6.2K-$1.1K2026-10-26
Syntax Research, Inc.
UNCHANGED252500%$6.8K$5.8K-$9842026-11-04
USA Financial Formulas
NEW24—+24——$5.5K—2026-10-16
1620 Investment Advisors, Inc.
DECREASED2029-9-31%$7.8K$4.6K-$3.2K2026-11-04
McCarley & Cook Financial Planners
UNCHANGED191900%$5.1K$4.4K-$7482026-10-21
Team Financial Group, LLC
NEW18—+18——$4.2K—2026-10-30
Friedenthal Financial
UNCHANGED171700%$4.6K$4.0K-$6442026-10-27
Bear Mountain Capital, Inc.
UNCHANGED171700%$4.6K$4.1K-$4422026-11-04
PayPay Securities Corp
UNCHANGED131300%$3.5K$3.0K-$5122026-10-27
Capital CS Group, LLC
NEW11—+11——$2.5K—2026-10-29
Torren Management, LLC
INCREASED111+10+1000%$280$2.5K+$2.3K2026-10-29
Entrust Financial LLC
UNCHANGED8800%$2.2K$1.8K-$3152026-11-04
WestEnd Advisors, LLC
UNCHANGED7700%$1.9K$1.6K-$2752026-10-27
IFS Advisors, LLC
NEW3—+3——$692—2026-10-14
Steph & Co
DECREASED226-24-92%$7.0K$462-$6.6K2026-10-07
Phillip James Consulting Co.
DECREASED27-5-71%$1.9K$462-$1.4K2026-11-03
Clayton Financial Group LLC
NEW1—+1——$242—2026-10-13
RIT Capital Partners PLC
CLOSED067,500-67,500-100%$18.2M$0-$18.2M2026-11-05
Greystone Financial Group, LLC
CLOSED018,664-18,664-100%$5.0M$0-$5.0M2026-10-26
Slocum, Gordon & Co LLP
CLOSED014,628-14,628-100%$4.0M$0-$4.0M2026-10-19
Stillwater Wealth Management Group
CLOSED012,117-12,117-100%$3.3M$0-$3.3M2026-10-21
Vertrix Wealth Management, LLC
CLOSED011,943-11,943-100%$3.2M$0-$3.2M2026-10-13
AlpenGlobal Capital LLC
CLOSED011,114-11,114-100%$613.8K$0-$613.8K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED010,806-10,806-100%$2.9M$0-$2.9M2026-10-14
G&S Capital LLC
CLOSED06,227-6,227-100%$1.7M$0-$1.7M2026-10-23
111 Capital
CLOSED05,861-5,861-100%$1.6M$0-$1.6M2026-11-03
Elevate Capital Advisors, LLC
CLOSED05,807-5,807-100%$1.6M$0-$1.6M2026-11-02
Brick & Kyle, Associates
CLOSED05,807-5,807-100%$1.8M$0-$1.8M2026-11-05
TKG Advisors, LLC
CLOSED05,723-5,723-100%$1.5M$0-$1.5M2026-11-02
Sierra Summit Advisors LLC
CLOSED04,575-4,575-100%$1.2M$0-$1.2M2026-10-28
Arbor Capital Management Inc
CLOSED03,900-3,900-100%$1.1M$0-$1.1M2026-10-21
Laurion Capital Management LP
CLOSED03,820-3,820-100%$1.0M$0-$1.0M2026-10-30
Cox Capital Mgt LLC
CLOSED03,514-3,514-100%$949.9K$0-$949.9K2026-10-07
Citizens & Northern Corp
CLOSED02,946-2,946-100%$796.3K$0-$796.3K2026-11-06
Westco Advisory Services Inc
CLOSED02,590-2,590-100%$700.1K$0-$700.1K2026-10-14
Moller Wealth Partners
CLOSED02,485-2,485-100%$671.7K$0-$671.7K2026-10-15
Wellington Shields & Co., LLC
CLOSED02,478-2,478-100%$669.9K$0-$669.9K2026-11-03
PCG Asset Management, LLC
CLOSED02,462-2,462-100%$665.5K$0-$665.5K2026-11-05
Schear Investment Advisers, LLC
CLOSED02,304-2,304-100%$622.8K$0-$622.8K2026-10-14
SLT Holdings LLC
CLOSED02,281-2,281-100%$616.6K$0-$616.6K2026-10-15
Wellington Shields Capital Management, LLC
CLOSED02,259-2,259-100%$610.7K$0-$610.7K2026-11-03
Sicart Associates LLC
CLOSED02,150-2,150-100%$581.2K$0-$581.2K2026-10-29
Jefferies Financial Group Inc.
CLOSED02,115-2,115-100%$571.8K$0-$571.8K2026-11-05
Convergence Financial, LLC
CLOSED01,927-1,927-100%$521.0K$0-$521.0K2026-10-27
Floyd Financial Group LLC
CLOSED01,896-1,896-100%$510.0K$0-$510.0K2026-10-28
Shelter Rock Management, LLC
CLOSED01,883-1,883-100%$508.9K$0-$508.9K2026-10-09
Legacy Wealth Management, LLC / MS
CLOSED01,850-1,850-100%$500.0K$0-$500.0K2026-10-30
SmartHarvest Portfolios, LLC
CLOSED01,763-1,763-100%$476.6K$0-$476.6K2026-10-26
Norris Perne & French LLP
CLOSED01,713-1,713-100%$463.0K$0-$463.0K2026-10-23
Mariner Investment Group LLC
CLOSED01,500-1,500-100%$405.5K$0-$405.5K2026-11-04
Shah Wealth Advisors, LLC
CLOSED01,471-1,471-100%$397.6K$0-$397.6K2026-11-06
Navigate Wealth Management, LLC
CLOSED01,455-1,455-100%$389.5K$0-$389.5K2026-10-14
Providence First Trust Co
CLOSED01,453-1,453-100%$392.8K$0-$392.8K2026-11-02
National Wealth Management Group, LLC
CLOSED01,418-1,418-100%$383.2K$0-$383.2K2026-10-26
Hartline Investment Corp/
CLOSED01,360-1,360-100%$367.6K$0-$367.6K2026-10-29
Colonial River Investments, LLC
CLOSED01,337-1,337-100%$361.5K$0-$361.5K2026-10-19
Sound Financial Strategies Group, LLC
CLOSED01,286-1,286-100%$347.6K$0-$347.6K2026-10-30
Tufton Capital Management
CLOSED01,155-1,155-100%$312.0K$0-$312.0K2026-10-20
Smart Wealth LLC
CLOSED01,106-1,106-100%$299.1K$0-$299.1K2026-11-04
Cabot Wealth Management Inc
CLOSED01,050-1,050-100%$283.8K$0-$283.8K2026-11-05
Avail Investment Partners, LLC
CLOSED01,036-1,036-100%$280.0K$0-$280.0K2026-10-16
Viewpoint Investment Partners Corp
CLOSED01,026-1,026-100%$280.2K$0-$280.2K2026-10-26
Jacobsen Capital Management
CLOSED01,022-1,022-100%$276.3K$0-$276.3K2026-10-27
Heritage Investment Group, Inc.
CLOSED01,021-1,021-100%$276.0K$0-$276.0K2026-11-03
Guardian Capital, LLC
CLOSED01,014-1,014-100%$274.1K$0-$274.1K2026-11-06
Johnson Financial Group, LLC
CLOSED01,005-1,005-100%$271.7K$0-$271.7K2026-11-03
Brucke Financial, Inc.
CLOSED0993-993-100%$268.4K$0-$268.4K2026-10-23
LexAurum Advisors, LLC
CLOSED0986-986-100%$266.5K$0-$266.5K2026-10-19
J. Team Financial, Inc.
CLOSED0983-983-100%$265.7K$0-$265.7K2026-11-03
Meadowbrook Wealth Management, LLC
CLOSED0981-981-100%$264.3K$0-$264.3K2026-10-08
Dudley Capital Management, LLC
CLOSED0959-959-100%$259.2K$0-$259.2K2026-10-23
Basso Capital Management, L.P.
CLOSED0952-952-100%$257.3K$0-$257.3K2026-10-30
Sigma Investment Counselors Inc
CLOSED0951-951-100%$257.1K$0-$257.1K2026-10-27
Sunburst Financial Group, LLC
CLOSED0936-936-100%$253.0K$0-$253.0K2026-10-09
GSG Advisors LLC
CLOSED0927-927-100%$250.5K$0-$250.5K2026-11-03
Watershed Private Wealth LLC
CLOSED0917-917-100%$247.9K$0-$247.9K2026-10-30
Continuum Wealth Advisors, LLC
CLOSED0914-914-100%$247.1K$0-$247.1K2026-10-20
Wealth Science Advisors LLC
CLOSED0902-902-100%$243.8K$0-$243.8K2026-10-09
Purus Wealth Management, LLC
CLOSED0900-900-100%$243.4K$0-$243.4K2026-10-15
Howard Financial Services, Ltd.
CLOSED0898-898-100%$242.7K$0-$242.7K2026-10-15
Wellington Grp LLC
CLOSED0879-879-100%$237.6K$0-$237.6K2026-11-06
Motive Wealth Advisors
CLOSED0874-874-100%$236.3K$0-$236.3K2026-10-26
Columbia Advisory Partners LLC
CLOSED0874-874-100%$236.3K$0-$236.3K2026-10-15
Founders Grove Wealth Partners, LLC
CLOSED0873-873-100%$236.0K$0-$236.0K2026-10-16
Hoxton Planning & Management, LLC
CLOSED0872-872-100%$235.8K$0-$235.8K2026-10-15
Advisory Advocates, LLC
CLOSED0870-870-100%$235.2K$0-$235.2K2026-11-05
EagleClaw Capital Managment, LLC
CLOSED0857-857-100%$231.7K$0-$231.7K2026-11-06
Joel Adams & Associates, Inc.
CLOSED0855-855-100%$231.1K$0-$231.1K2026-11-02
ERn Financial, LLC
CLOSED0853-853-100%$230.6K$0-$230.6K2026-10-28
AmeriServ Wealth Advisors
CLOSED0853-853-100%$230.6K$0-$230.6K2026-10-21
Signature Wealth Management Partners, LLC
CLOSED0849-849-100%$229.5K$0-$229.5K2026-10-21
Shum Financial Group, Inc.
CLOSED0849-849-100%$229.5K$0-$229.5K2026-10-13
4J Wealth Management LLC
CLOSED0848-848-100%$229.4K$0-$229.4K2026-11-02
Piedmont Capital Management, LLC
CLOSED0846-846-100%$228.7K$0-$228.7K2026-10-21
Morton Capital Management LLC
CLOSED0845-845-100%$228.4K$0-$228.4K2026-10-23
Hofer & Associates. Inc
CLOSED0844-844-100%$228.0K$0-$228.0K2026-10-13
Kelly Financial Services LLC
CLOSED0842-842-100%$227.5K$0-$227.5K2026-10-20
Wealth Advisory Team LLC
CLOSED0842-842-100%$227.7K$0-$227.7K2026-11-05
Emerald Advisors, LLC
CLOSED0841-841-100%$227.5K$0-$227.5K2026-10-13
Atlatl Advisers LLC
CLOSED0838-838-100%$226.5K$0-$226.5K2026-10-22
Argos Wealth Advisors, LLC
CLOSED0837-837-100%$226.2K$0-$226.2K2026-11-02
Legacy Wealth Partners, LLC
CLOSED0833-833-100%$225.3K$0-$225.3K2026-10-15
Franklin, Parlapiano, Turner & Welch, LLC
CLOSED0832-832-100%$224.9K$0-$224.9K2026-10-30
Armstrong, Fleming & Moore, Inc
CLOSED0830-830-100%$224.4K$0-$224.4K2026-10-28
Rockingstone Advisors LLC
CLOSED0830-830-100%$224.2K$0-$224.2K2026-10-16
Aufman Associates Inc
CLOSED0829-829-100%$224.1K$0-$224.1K2026-11-04
Mitchell Sinkler & Starr
CLOSED0825-825-100%$223.0K$0-$223.0K2026-10-13
Sylvest Advisors, LLC
CLOSED0825-825-100%$223.0K$0-$223.0K2026-10-26
Acorn Creek Capital LLC
CLOSED0824-824-100%$222.7K$0-$222.7K2026-11-05
Omni 360 Wealth, Inc.
CLOSED0821-821-100%$221.8K$0-$221.8K2026-10-13
Malaga Cove Capital, LLC
CLOSED0820-820-100%$221.7K$0-$221.7K2026-10-23
Code Waechter LLC
CLOSED0819-819-100%$221.4K$0-$221.4K2026-10-23
Tennessee Valley Asset Management Partners
CLOSED0816-816-100%$220.7K$0-$220.7K2026-11-03
Flywheel Private Wealth LLC
CLOSED0813-813-100%$219.8K$0-$219.8K2026-11-02
Thrive Capital Management, LLC
CLOSED0812-812-100%$219.4K$0-$219.4K2026-10-28
Stewardship Advisors, LLC
CLOSED0811-811-100%$219.2K$0-$219.2K2026-10-20
Stronghold Wealth Management L.L.C.
CLOSED0811-811-100%$219.2K$0-$219.2K2026-10-16
Private Client Services, LLC
CLOSED0808-808-100%$218.4K$0-$218.4K2026-10-02
Smith & Howard Wealth Management, LLC
CLOSED0806-806-100%$217.9K$0-$217.9K2026-10-27
Hapanowicz & Associates Financial Services, Inc
CLOSED0806-806-100%$217.9K$0-$217.9K2026-10-29
Wheelhouse Advisory Group LLC
CLOSED0803-803-100%$216.9K$0-$216.9K2026-10-20
Clay Northam Wealth Management, LLC
CLOSED0803-803-100%$217.1K$0-$217.1K2026-10-13
GuidedMoney, LLC
CLOSED0800-800-100%$216.2K$0-$216.2K2026-10-29
Ledgewood Wealth Advisors, LLC
CLOSED0800-800-100%$216.2K$0-$216.2K2026-10-09
Scott & Selber, Inc.
CLOSED0799-799-100%$216.0K$0-$216.0K2026-10-21
Hibernia Wealth Partners, LLC
CLOSED0794-794-100%$214.6K$0-$214.6K2026-10-29
Mullaney, Keating & Wright, Inc.
CLOSED0790-790-100%$213.5K$0-$213.5K2026-10-19
Benchmark Financial Wealth Advisors, LLC
CLOSED0787-787-100%$212.8K$0-$212.8K2026-10-20
GenTrust, LLC
CLOSED0786-786-100%$212.6K$0-$212.6K2026-11-06
Berman McAleer LLC
CLOSED0781-781-100%$211.1K$0-$211.1K2026-10-16
Powerhouse Assets LLC
CLOSED0781-781-100%$211.1K$0-$211.1K2026-10-19
Warren Street Wealth Advisors, LLC
CLOSED0780-780-100%$210.9K$0-$210.9K2026-11-04
Shrier Wealth Management, LLC
CLOSED0780-780-100%$210.9K$0-$210.9K2026-10-20
Opal Wealth Advisors, LLC
CLOSED0780-780-100%$210.8K$0-$210.8K2026-10-16
Montis Financial, LLC
CLOSED0777-777-100%$210.1K$0-$210.1K2026-11-04
Spectrum Planning & Advisory Services Inc.
CLOSED0773-773-100%$208.8K$0-$208.8K2026-11-05
AGH Wealth Advisors, LLC
CLOSED0772-772-100%$208.7K$0-$208.7K2026-10-26
Cambridge Advisors Inc.
CLOSED0770-770-100%$208.2K$0-$208.2K2026-10-19
DeLarme Wealth Management, Inc.
CLOSED0766-766-100%$207.1K$0-$207.1K2026-10-30
Split Creek LLC DBA Split Creek Capital LLC
CLOSED0765-765-100%$206.8K$0-$206.8K2026-11-02
NovaPoint Capital, LLC
CLOSED0760-760-100%$205.3K$0-$205.3K2026-10-22
Clarity Wealth Advisors, LLC
CLOSED0757-757-100%$204.6K$0-$204.6K2026-10-21
Pacific Capital Wealth Advisors, Inc.
CLOSED0753-753-100%$203.5K$0-$203.5K2026-10-22
GenWealth Group, Inc.
CLOSED0752-752-100%$203.3K$0-$203.3K2026-10-16
Middleton & Co Inc
CLOSED0746-746-100%$201.8K$0-$201.8K2026-10-23
Rasp Wealth Solutions, LLC
CLOSED0745-745-100%$201.3K$0-$201.3K2026-11-06
Triton Wealth Management, Pllc
CLOSED0745-745-100%$207.3K$0-$207.3K2026-11-04
Linden Thomas Advisory Services, LLC
CLOSED0743-743-100%$200.8K$0-$200.8K2026-10-19
Cascade Investment Group, Inc.
CLOSED0742-742-100%$200.7K$0-$200.7K2026-10-13
Manske Wealth Management
CLOSED0742-742-100%$200.7K$0-$200.7K2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED0741-741-100%$200.3K$0-$200.3K2026-10-27
Keating Investment Counselors Inc
CLOSED0740-740-100%$200.0K$0-$200.0K2026-10-14
Robinswood Financial LLC
CLOSED0503-503-100%$136.0K$0-$136.0K2026-10-20
Bullseye Investment Management, LLC
CLOSED0493-493-100%$133.3K$0-$133.3K2026-10-29
Cornerstone Planning Group LLC
CLOSED0485-485-100%$128.0K$0-$128.0K2026-10-16
Solstein Capital, LLC
CLOSED0422-422-100%$114.1K$0-$114.1K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED0388-388-100%$104.9K$0-$104.9K2026-10-26
Stone House Investment Management, LLC
CLOSED0360-360-100%$97.3K$0-$97.3K2026-10-23
Bayforest Capital Ltd
CLOSED0351-351-100%$94.9K$0-$94.9K2026-11-03
Obsidian CIO, LLC
CLOSED0297-297-100%$80.2K$0-$80.2K2026-11-05
Knuff & Co LLC
CLOSED0250-250-100%$67.6K$0-$67.6K2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED0224-224-100%$60.6K$0-$60.6K2026-10-29
Knights of Columbus Asset Advisors LLC
CLOSED0200-200-100%$54.1K$0-$54.1K2026-11-05
Marquette Asset Management, LLC
CLOSED095-95-100%$25.7K$0-$25.7K2026-10-09
3 Factor Indexing, LLC
CLOSED084-84-100%$22.7K$0-$22.7K2026-10-15
Merrithew & Thorsten Inc
CLOSED077-77-100%$20$0-$202026-11-06
RHL Group, LLC
CLOSED071-71-100%$19.2K$0-$19.2K2026-11-04
Activest Wealth Management
CLOSED041-41-100%$11.1K$0-$11.1K2026-10-15
Mowery & Schoenfeld Wealth Management, LLC
CLOSED019-19-100%$5.1K$0-$5.1K2026-10-28
Fiduciary Advisors, Inc.
CLOSED06-6-100%$1.6K$0-$1.6K2026-10-16
Evolution Advisers, Inc.
CLOSED03-3-100%$0$0$02026-11-06
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.1M$1.0M-$81.1K2026-10-29
BlackRock, Inc.
N/A—55,436,039-55,436,039-100%$15.0B———
Vanguard Capital Management LLC
N/A—46,396,692-46,396,692-100%$12.5B———
State Street Corp
N/A—36,080,505-36,080,505-100%$9.8B———
JPMorgan Chase & Co
N/A—31,923,726-31,923,726-100%$8.5B———
Vanguard Portfolio Management LLC
N/A—18,781,589-18,781,589-100%$5.1B———
Morgan Stanley
N/A—15,027,364-15,027,364-100%$4.1B———
Bank of America Corp
N/A—10,997,796-10,997,796-100%$3.0B———
Norges Bank
N/A—9,878,380-9,878,380-100%$2.7B———
Price T Rowe Associates Inc
N/A—9,024,883-9,024,883-100%$2.4B———
Capital Research Global Investors
N/A—8,961,454-8,961,454-100%$2.4B———
Wells Fargo & Company
N/A—8,050,084-8,050,084-100%$2.2B———
Northern Trust Corp
N/A—7,920,784-7,920,784-100%$2.1B———
Royal Bank of Canada
N/A—6,617,829-6,617,829-100%$1.8B———
Charles Schwab Investment Management Inc
N/A—6,201,372-6,201,372-100%$1.7B———
UBS Asset Management Americas LLC
N/A—5,839,330-5,839,330-100%$1.6B———
UBS Group AG
N/A—5,825,310-5,825,310-100%$1.6B———
Franklin Resources Inc
N/A—4,936,117-4,936,117-100%$1.3B———
Legal & General Group Plc
N/A—4,402,074-4,402,074-100%$1.2B———
Goldman Sachs Group Inc
N/A—4,327,412-4,327,412-100%$1.2B———
Arrowstreet Capital, Limited Partnership
N/A—4,265,113-4,265,113-100%$1.2B———
Gallagher Fiduciary Advisors, LLC
N/A—4,252,478-4,252,478-100%$1.1B———
Ameriprise Financial Inc
N/A—4,241,907-4,241,907-100%$1.1B———
Vanguard Fiduciary Trust Co
N/A—3,989,106-3,989,106-100%$1.1B———
Invesco Ltd.
N/A—3,823,762-3,823,762-100%$1.0B———
FMR LLC
N/A—3,192,355-3,192,355-100%$862.9M———
Wellington Management Group LLP
N/A—3,075,944-3,075,944-100%$831.5M———
Nuveen, LLC
N/A—2,941,956-2,941,956-100%$795.2M———
Viking Global Investors LP
N/A—2,829,158-2,829,158-100%$764.7M———
Fayez Sarofim & Co
N/A—2,760,907-2,760,907-100%$746.3M———
Raymond James Financial Inc
N/A—2,633,219-2,633,219-100%$711.8M———
Swiss National Bank
N/A—2,003,620-2,003,620-100%$541.6M———
Neuberger Berman Group LLC
N/A—1,931,973-1,931,973-100%$522.2M———
Capital Wealth Planning, LLC
N/A—1,921,933-1,921,933-100%$519.5M———
SG Americas Securities, LLC
N/A—1,827,503-1,827,503-100%$494.0M———
Jupiter Topco LLC
N/A—1,784,065-1,784,065-100%$482.2M———
HSBC Holdings PLC
N/A—1,733,640-1,733,640-100%$468.3M———
1832 Asset Management L.P.
N/A—1,677,928-1,677,928-100%$453.6M———
Bessemer Group Inc
N/A—1,660,611-1,660,611-100%$448.9M———
National Pension Service
N/A—1,658,379-1,658,379-100%$448.3M———
Vanguard Asset Management, Ltd
N/A—1,593,399-1,593,399-100%$430.7M———
Capital International Investors
N/A—1,555,550-1,555,550-100%$420.5M———
Vanguard Global Advisers, LLC
N/A—1,535,486-1,535,486-100%$415.1M———
Alliancebernstein L.P.
N/A—1,503,324-1,503,324-100%$467.2M———
HighTower Advisors, LLC
N/A—1,471,725-1,471,725-100%$397.8M———
Canada Pension Plan Investment Board
N/A—1,362,336-1,362,336-100%$368.3M———
Bank of Montreal
N/A—1,347,459-1,347,459-100%$364.2M———
California Public Employees Retirement System
N/A—1,301,300-1,301,300-100%$351.8M———
National Bank of Canada
N/A—1,297,547-1,297,547-100%$350.8M———
Envestnet Asset Management Inc
N/A—1,277,630-1,277,630-100%$345.4M———
CIBC Bancorp USA Inc.
N/A—1,227,938-1,227,938-100%$332.2M———
Rhumbline Advisers
N/A—1,226,181-1,226,181-100%$331.4M———
Stifel Financial Corp
N/A—1,187,567-1,187,567-100%$321.1M———
California State Teachers Retirement System
N/A—1,120,534-1,120,534-100%$302.9M———
Schroder Investment Management Group
N/A—1,082,082-1,082,082-100%$292.5M———
Canada Life Assurance Co
N/A—1,075,537-1,075,537-100%$290.2M———
AQR Capital Management LLC
N/A—1,005,629-1,005,629-100%$269.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—986,141-986,141-100%$266.6M———
BNP Paribas Financial Markets
N/A—905,681-905,681-100%$244.8M———
Natixis Advisors, LLC
N/A—863,208-863,208-100%$233.3M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—859,590-859,590-100%$232.5M———
Jones Financial Companies Lllp
N/A—806,975-806,975-100%$217.7M———
Mariner, LLC
N/A—803,614-803,614-100%$217.2M———
New York State Common Retirement Fund
N/A—797,683-797,683-100%$215.6M———
Rockefeller Capital Management L.P.
N/A—793,438-793,438-100%$214.5M———
Citadel Advisors LLC
N/A—719,989-719,989-100%$194.6M———
TD Asset Management Inc
N/A—709,228-709,228-100%$191.7M———
Ensign Peak Advisors, Inc
N/A—670,642-670,642-100%$181.3M———
Point72 Asset Management, L.P.
N/A—645,216-645,216-100%$174.4M———
Focus Partners Wealth
N/A—639,678-639,678-100%$172.9M———
Aviva PLC
N/A—621,713-621,713-100%$168.1M———
State Board of Administration of Florida Retirement System
N/A—602,121-602,121-100%$162.8M———
GQG Partners LLC
N/A—601,383-601,383-100%$162.6M———
Baird Financial Group, Inc.
N/A—584,204-584,204-100%$157.9M———
Lazard Asset Management LLC
N/A—561,308-561,308-100%$151.7M———
Victory Capital Management Inc
N/A—559,286-559,286-100%$151.2M———
CIBC World Market Inc.
N/A—542,209-542,209-100%$146.6M———
APG Asset Management N.V.
N/A—535,723-535,723-100%$126.7M———
First Manhattan Co. Llc.
N/A—519,232-519,232-100%$140.4M———
Nomura Asset Management Co LTD
N/A—518,626-518,626-100%$140.2M———
Commerce Bank
N/A—516,595-516,595-100%$139.6M———
Janney Montgomery Scott LLC
N/A—499,492-499,492-100%$135.0M———
Cerity Partners LLC
N/A—489,118-489,118-100%$132.2M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—485,550-485,550-100%$131.2M———
Quantinno Capital Management LP
N/A—485,446-485,446-100%$131.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—481,667-481,667-100%$130.2M———
Cetera Investment Advisers
N/A—478,918-478,918-100%$129.5M———
Storebrand Asset Management AS
N/A—467,119-467,119-100%$126.3M———
Adage Capital Partners GP, L.L.C.
N/A—444,702-444,702-100%$120.2M———
Susquehanna International Group, LLP
N/A—428,466-428,466-100%$115.8M———
Treasurer of the State of North Carolina
N/A—416,981-416,981-100%$112.7M———
BNP Paribas Asset Management Holding S.A.
N/A—406,940-406,940-100%$110.0M———
Prudential Financial Inc
N/A—403,939-403,939-100%$109.2M———
Manufacturers Life Insurance Company, the
N/A—402,353-402,353-100%$108.8M———
Mitsubishi UFJ Trust & Banking Corp
N/A—400,964-400,964-100%$108.4M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—400,212-400,212-100%$108.2M———
Osaic Holdings, Inc.
N/A—389,485-389,485-100%$105.4M———
Allianz Asset Management GmbH
N/A—388,584-388,584-100%$105.0M———
State of Wisconsin Investment Board
N/A—378,797-378,797-100%$102.4M———
Danske Bank A/S
N/A—369,319-369,319-100%$99.8M———
Credit Agricole S A
N/A—364,770-364,770-100%$98.6M———
First Financial Bankshares Inc
N/A—362,689-362,689-100%$98.0M———
Vanguard Investments Australia, Ltd.
N/A—362,486-362,486-100%$98.0M———
AE Wealth Management LLC
N/A—357,206-357,206-100%$96.6M———
Brown Brothers Harriman & Co
N/A—356,482-356,482-100%$96.4M———
Chevy Chase Trust Holdings, LLC
N/A—356,324-356,324-100%$96.3M———
Scotia Capital Inc.
N/A—356,131-356,131-100%$96.3M———
Commerzbank Aktiengesellschaft
N/A—353,887-353,887-100%$95.7M———
Life Cycle Investment Partners Ltd
N/A—352,443-352,443-100%$95.3M———
Renaissance Technologies LLC
N/A—351,136-351,136-100%$94.9M———
KLP Kapitalforvaltning AS
N/A—341,576-341,576-100%$92.3M———
Blair William & Co
N/A—340,138-340,138-100%$91.9M———
Gates Foundation Trust
N/A—334,900-334,900-100%$90.5M———
Royal London Asset Management LTD
N/A—332,102-332,102-100%$89.8M———
Zacks Investment Management
N/A—329,820-329,820-100%$89.2M———
&partners
N/A—328,339-328,339-100%$88.8M———
Walleye Capital LLC
N/A—325,190-325,190-100%$87.9M———
Teacher Retirement System of Texas
N/A—325,059-325,059-100%$87.9M———
Toronto Dominion Bank
N/A—322,901-322,901-100%$87.3M———
Caisse de Depot ET Placement DU Quebec
N/A—314,953-314,953-100%$85.1M———
Menora Mivtachim Holdings Ltd.
N/A—312,177-312,177-100%$84.4M———
Johnson Investment Counsel Inc
N/A—311,452-311,452-100%$84.2M———
Glenmede Trust Co NA
N/A—301,865-301,865-100%$81.6M———
Korea Investment Corp
N/A—298,688-298,688-100%$80.7M———
Qube Research & Technologies Ltd
N/A—296,123-296,123-100%$80.0M———
M&T Bank Corp
N/A—295,704-295,704-100%$79.9M———
EP Wealth Advisors, LLC
N/A—282,614-282,614-100%$76.4M———
Millennium Management LLC
N/A—280,637-280,637-100%$75.9M———
Public Employees Retirement System of Ohio
N/A—268,899-268,899-100%$72.7M———
Huntington National Bank
N/A—268,772-268,772-100%$72.7M———
Captrust Financial Advisors
N/A—260,220-260,220-100%$70.3M———
Handelsbanken Fonder AB
N/A—254,579-254,579-100%$68.8K———
Clark Capital Management Group, Inc.
N/A—252,216-252,216-100%$68.2M———
Haverford Trust Co
N/A—249,568-249,568-100%$67.5M———
State of Tennessee, Department of Treasury
N/A—248,396-248,396-100%$67.1M———
Resona Asset Management Co.,Ltd.
N/A—243,605-243,605-100%$65.7M———
Skandinaviska Enskilda Banken AB (publ)
N/A—240,000-240,000-100%$64.9M———
Epoch Investment Partners, Inc.
N/A—237,621-237,621-100%$64.2M———
Jupiter Asset Management LTD
N/A—235,590-235,590-100%$62.5M———
Tredje Ap-fonden
N/A—235,438-235,438-100%$63.6M———
First Trust Advisors LP
N/A—234,766-234,766-100%$63.5M———
Pinebridge Investments LLC
N/A—231,246-231,246-100%$62.5M———
Advisors Capital Management, LLC
N/A—228,554-228,554-100%$61.8M———
Jensen Investment Management Inc
N/A—225,570-225,570-100%$61.0M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—225,117-225,117-100%$60.9M———
Man Group plc
N/A—224,019-224,019-100%$60.6M———
SEI Investments Co
N/A—215,445-215,445-100%$58.2M———
Donaldson Capital Management, LLC
N/A—211,809-211,809-100%$57.3M———
Bank of Nova Scotia
N/A—207,231-207,231-100%$56.0M———
ING Groep NV
N/A—205,790-205,790-100%$55.6M———
Lord, Abbett & Co. LLC
N/A—205,364-205,364-100%$55.5M———
Nordea Investment Management AB
N/A—202,569-202,569-100%$54.6M———
Sanctuary Advisors, LLC
N/A—198,568-198,568-100%$53.7M———
Atalanta Sosnoff Capital, LLC
N/A—197,407-197,407-100%$53.4M———
Hook Mill Capital Partners, LP
N/A—196,990-196,990-100%$53.2M———
LGT Group Foundation
N/A—194,402-194,402-100%$52.5M———
Capstone Financial Advisors, Inc.
N/A—193,183-193,183-100%$52.2M———
Guggenheim Capital LLC
N/A—187,589-187,589-100%$50.7M———
Bank of Hawaii
N/A—185,866-185,866-100%$50.2M———
Mercer Global Advisors Inc
N/A—183,849-183,849-100%$49.7M———
HM Payson & Co
N/A—179,770-179,770-100%$48.6M———
MAI Capital Management
N/A—179,749-179,749-100%$48.6M———
Benjamin Edwards Inc
N/A—175,985-175,985-100%$47.6M———
Waverly Advisors, LLC
N/A—169,676-169,676-100%$45.9M———
Bradley Foster & Sargent Inc
N/A—166,169-166,169-100%$44.9M———
DnB Asset Management AS
N/A—164,365-164,365-100%$44.4M———
MML Investors Services, LLC
N/A—164,200-164,200-100%$44.4M———
MetLife Investment Management, LLC
N/A—162,543-162,543-100%$43.9M———
Steward Partners Investment Advisory, LLC
N/A—162,541-162,541-100%$43.9M———
Voya Investment Management LLC
N/A—159,744-159,744-100%$43.2M———
NewEdge Advisors, LLC
N/A—158,937-158,937-100%$43.0M———
Jane Street Group, LLC
N/A—155,783-155,783-100%$42.1M———
Saudi Central Bank
N/A—144,728-144,728-100%$38.9M———
Pinnacle Financial Partners, Inc.
N/A—144,718-144,718-100%$39.1M———
Gotham Asset Management, LLC
N/A—144,666-144,666-100%$39.1M———
Sequoia Financial Advisors, LLC
N/A—144,126-144,126-100%$39.0M———
RWA Wealth Partners, LLC
N/A—142,276-142,276-100%$38.5M———
Jennison Associates LLC
N/A—141,708-141,708-100%$38.3M———
Susquehanna Portfolio Strategies, LLC
N/A—141,386-141,386-100%$38.2M———
Nomura Asset Management International Inc.
N/A—141,045-141,045-100%$38.1M———
Brown Advisory Inc
N/A—139,362-139,362-100%$37.7M———
Guardian Capital LP
N/A—138,896-138,896-100%$37.5M———
Berkshire Asset Management LLC
N/A—135,331-135,331-100%$36.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—134,213-134,213-100%$36.3M———
Blue Sparrow, LLC
N/A—134,000-134,000-100%$36.2M———
Federation des caisses Desjardins du Quebec
N/A—129,859-129,859-100%$35.1M———
Omers Administration Corp
N/A—129,215-129,215-100%$34.9M———
Dearborn Partners LLC
N/A—128,699-128,699-100%$34.8M———
Susquehanna Fundamental Investments, LLC
N/A—128,112-128,112-100%$34.6M———
O'shaughnessy Asset Management, LLC
N/A—128,026-128,026-100%$34.6M———
Empowered Funds, LLC
N/A—127,603-127,603-100%$34.5M———
Homestead Advisers Corp
N/A—127,578-127,578-100%$34.5M———
Trexquant Investment LP
N/A—123,658-123,658-100%$33.4M———
Soros Fund Management LLC
N/A—123,562-123,562-100%$33.4M———
Pathstone Holdings, LLC
N/A—123,424-123,424-100%$33.5M———
Marshall Wace, LLP
N/A—122,723-122,723-100%$33.2M———
Peapack Gladstone Financial Corp
N/A—120,757-120,757-100%$32.6M———
Arax Advisory Partners
N/A—119,544-119,544-100%$32.3M———
Evelyn Partners Group Ltd
N/A—115,914-115,914-100%$31.3M———
Prudential PLC
N/A—115,560-115,560-100%$31.2M———
Public Sector Pension Investment Board
N/A—115,177-115,177-100%$31.1M———
Beacon Pointe Advisors, LLC
N/A—115,144-115,144-100%$31.1M———
USS Investment Management Ltd
N/A—114,584-114,584-100%$31.0M———
D. E. Shaw & Co., Inc.
N/A—114,450-114,450-100%$30.9M———
Cresset Asset Management, LLC
N/A—111,656-111,656-100%$30.2M———
Baillie Gifford & Co
N/A—110,979-110,979-100%$30.0M———
Tudor Investment Corp ET AL
N/A—110,708-110,708-100%$29.9M———
Macquarie Group LTD
N/A—109,358-109,358-100%$29.6M———
Silvercrest Asset Management Group LLC
N/A—109,265-109,265-100%$29.5M———
Capital Fund Management S.A.
N/A—108,734-108,734-100%$29.4M———
Utah Retirement Systems
N/A—107,826-107,826-100%$29.1M———
Police & Firemen's Retirement System of New Jersey
N/A—106,681-106,681-100%$28.8M———
British Columbia Investment Management Corp
N/A—106,530-106,530-100%$28.8M———
RBO & Co LLC
N/A—106,265-106,265-100%$28.7M———
Northwestern Mutual Wealth Management Co
N/A—104,889-104,889-100%$28.4M———
Fukoku Mutual Life Insurance Co
N/A—104,670-104,670-100%$28.3M———
Vanguard Personalized Indexing Management, LLC
N/A—104,467-104,467-100%$28.2M———
Pacer Advisors, Inc.
N/A—104,016-104,016-100%$28.1M———
Stonebridge Capital Advisors LLC
N/A—102,557-102,557-100%$27.7M———
Bridgeway Capital Management, LLC
N/A—102,142-102,142-100%$27.6M———
Banque Transatlantique SA
N/A—101,980-101,980-100%$28.8M———
Varma Mutual Pension Insurance Co
N/A—100,566-100,566-100%$27.2M———
Mayflower Financial Advisors, LLC
N/A—99,360-99,360-100%$26.9M———
Liberty One Investment Management, LLC
N/A—96,686-96,686-100%$26.1M———
Holocene Advisors, LP
N/A—96,376-96,376-100%$26.1M———
QRG Capital Management, Inc.
N/A—96,006-96,006-100%$26.0M———
Systematic Alpha Investments, LLC
N/A—96,001-96,001-100%$26.0M———
Squarepoint Ops LLC
N/A—95,655-95,655-100%$25.9M———
Nissay Asset Management Corp N
N/A—95,029-95,029-100%$25.7M———
Hancock Whitney Corp
N/A—94,590-94,590-100%$25.6M———
Heritage Wealth Advisors
N/A—94,452-94,452-100%$25.5M———
Capitolis Liquid Global Markets LLC
N/A—94,300-94,300-100%$25.5M———
LGT Fund Management Co Ltd.
N/A—93,852-93,852-100%$25.4M———
Investment Management Corp of Ontario
N/A—92,654-92,654-100%$25.0M———
Fiduciary Trust Co
N/A—92,620-92,620-100%$25.0M———
Federated Hermes, Inc.
N/A—92,437-92,437-100%$25.0M———
Ancora Advisors LLCA
N/A—92,225-92,225-100%$24.9M———
Atlantic Union Bankshares Corp
N/A—92,150-92,150-100%$24.9M———
Woodline Partners LP
N/A—90,528-90,528-100%$24.5M———
Aptus Capital Advisors, LLC
N/A—89,087-89,087-100%$24.1M———
Public Employees Retirement Association of Colorado
N/A—88,939-88,939-100%$24.0M———
Destination Wealth Management
N/A—88,884-88,884-100%$24.0M———
Banco Santander, S.A.
N/A—88,602-88,602-100%$24.0M———
Voloridge Investment Management, LLC
N/A—87,982-87,982-100%$23.8M———
Elo Mutual Pension Insurance Co
N/A—87,697-87,697-100%$23.7M———
Bridges Investment Management Inc
N/A—87,536-87,536-100%$23.7M———
Wealthfront Advisers LLC
N/A—86,050-86,050-100%$23.3M———
Daiichi Life Insurance Co., Ltd.
N/A—85,591-85,591-100%$23.1M———
Ilmarinen Mutual Pension Insurance Co
N/A—85,500-85,500-100%$23.1M———
Stephens Inc
N/A—85,155-85,155-100%$23.0M———
Harvest Portfolios Group Inc.
N/A—84,990-84,990-100%$23.0M———
Van Hulzen Asset Management, LLC
N/A—84,094-84,094-100%$22.7M———
Andra Ap-fonden
N/A—82,011-82,011-100%$22.2M———
Martingale Asset Management L P
N/A—81,010-81,010-100%$21.9M———
Oxford Financial Group, Ltd. LLC
N/A—80,956-80,956-100%$21.9M———
American Century Companies Inc
N/A—80,837-80,837-100%$21.9M———
Danica Pension, Livsforsikringsaktieselskab
N/A—77,830-77,830-100%$21.0M———
Private Advisor Group, LLC
N/A—75,874-75,874-100%$20.5M———
Stratos Wealth Partners, Ltd.
N/A—73,839-73,839-100%$20.0M———
Horizon Investments, LLC
N/A—72,369-72,369-100%$19.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—70,917-70,917-100%$19.1M———
Bragg Financial Advisors, Inc
N/A—70,908-70,908-100%$19.2M———
Callahan Advisors, LLC
N/A—70,826-70,826-100%$19.1M———
OneDigital Investment Advisors LLC
N/A—70,636-70,636-100%$19.1M———
Nomura Holdings Inc
N/A—69,832-69,832-100%$18.9M———
Capital International Sarl
N/A—69,626-69,626-100%$18.8M———
Tidal Investments LLC
N/A—69,605-69,605-100%$18.8M———
Sone Capital Management, LLC
N/A—68,382-68,382-100%$18.5M———
Groupe la Francaise
N/A—67,643-67,643-100%$17.6M———
Whittier Trust Co
N/A—67,183-67,183-100%$18.8M———
Rathbones Group PLC
N/A—66,795-66,795-100%$18.1M———
Resources Management Corp
N/A—66,051-66,051-100%$17.9M———
Rafferty Asset Management, LLC
N/A—65,316-65,316-100%$17.7M———
Tower Bridge Advisors
N/A—65,215-65,215-100%$17.6M———
Boothbay Fund Management, LLC
N/A—63,844-63,844-100%$17.3M———
Osmosis Investment Management UK Ltd
N/A—61,750-61,750-100%$16.7M———
Bartlett & Co. Wealth Management LLC
N/A—61,202-61,202-100%$16.5M———
Bluespring Wealth Management, LLC
N/A—60,407-60,407-100%$16.3M———
Tocqueville Asset Management L.P.
N/A—56,807-56,807-100%$15.4M———
Bridgewater Associates, LP
N/A—56,643-56,643-100%$15.3M———
Integrated Wealth Concepts LLC
N/A—56,297-56,297-100%$15.2M———
Teachers Retirement System of the State of Kentucky
N/A—56,227-56,227-100%$15.2M———
CI Investments Inc.
N/A—56,145-56,145-100%$15.2M———
Carlson Capital, L.P.
N/A—55,976-55,976-100%$15.1M———
XTX Topco Ltd
N/A—55,788-55,788-100%$15.1M———
Mizuho Securities USA LLC
N/A—55,625-55,625-100%$15.0M———
SIT Investment Associates Inc
N/A—55,595-55,595-100%$15.0M———
Orion Porfolio Solutions, LLC
N/A—54,979-54,979-100%$14.9M———
Whittier Trust Co of Nevada Inc
N/A—53,145-53,145-100%$15.0M———
Lansing Street Advisors
N/A—53,137-53,137-100%$14.4M———
Miramar Capital, LLC
N/A—52,321-52,321-100%$14.1M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—52,192-52,192-100%$14.1M———
LMR Partners LLP
N/A—51,553-51,553-100%$13.9M———
First Long Island Investors, LLC
N/A—50,947-50,947-100%$13.8M———
Advisory Services Network, LLC
N/A—50,279-50,279-100%$13.6M———
ABN Amro Bank N.V.
N/A—49,738-49,738-100%$13.4M———
Great Valley Advisor Group, Inc.
N/A—49,728-49,728-100%$13.4M———
EFG International AG
N/A—49,425-49,425-100%$13.4M———
Vestmark Advisory Solutions, Inc.
N/A—49,177-49,177-100%$13.3M———
Howe & Rusling Inc
N/A—48,830-48,830-100%$13.2M———
Allstate Corp
N/A—48,570-48,570-100%$13.1M———
Harbour Investments, Inc.
N/A—48,295-48,295-100%$13.1M———
Ceredex Value Advisors LLC
N/A—48,228-48,228-100%$13.0M———
Norinchukin Bank, The
N/A—48,190-48,190-100%$13.0M———
Winton Group Ltd
N/A—47,960-47,960-100%$13.0M———
Equitable Holdings, Inc.
N/A—45,673-45,673-100%$12.3M———
Kingsview Wealth Management, LLC
N/A—45,557-45,557-100%$12.3M———
Vestcor Inc
N/A—45,410-45,410-100%$12.3M———
Kentucky Retirement Systems
N/A—45,129-45,129-100%$12.2M———
Stock Yards Bank & Trust Co
N/A—44,596-44,596-100%$12.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—44,421-44,421-100%$12.0M———
Advisors Asset Management, Inc.
N/A—43,127-43,127-100%$11.7M———
Biondo Investment Advisors, LLC
N/A—43,114-43,114-100%$11.7M———
Madison Asset Management, LLC
N/A—42,878-42,878-100%$11.6M———
Worldquant Millennium Advisors LLC
N/A—42,642-42,642-100%$11.5M———
NS Partners Ltd
N/A—41,072-41,072-100%$11.1M———
Capital International LTD
N/A—40,770-40,770-100%$11.0M———
Edmond de Rothschild Holding S.A.
N/A—40,668-40,668-100%$11.0M———
Occudo Quantitative Strategies LP
N/A—40,656-40,656-100%$11.0M———
First American Trust, FSB
N/A—40,256-40,256-100%$10.9M———
BNP Paribas
N/A—40,033-40,033-100%$10.8M———
Independent Advisor Alliance
N/A—39,612-39,612-100%$10.7M———
Allianz SE
N/A—39,001-39,001-100%$10.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—38,350-38,350-100%$10.4M———
United Bank
N/A—38,013-38,013-100%$10.3M———
Ellevest, Inc.
N/A—37,996-37,996-100%$490.8K———
IQ EQ Fund Management (Ireland) Ltd
N/A—37,930-37,930-100%$10.3M———
Chilton Investment Co Inc.
N/A—37,333-37,333-100%$10.1M———
Milford Funds LTD
N/A—37,218-37,218-100%$10.1M———
Sienna Gestion
N/A—37,056-37,056-100%$10.0M———
Verition Fund Management LLC
N/A—36,974-36,974-100%$10.0M———
Rowlandmiller & Partners.adv
N/A—36,807-36,807-100%$9.9M———
Argent Trust Co
N/A—36,726-36,726-100%$9.9M———
Composition Wealth, LLC
N/A—36,720-36,720-100%$9.9M———
Leavell Investment Management, Inc.
N/A—36,224-36,224-100%$9.8M———
Hutner Capital Management Inc
N/A—35,234-35,234-100%$9.5M———
SageGuard Financial Group, LLC
N/A—35,112-35,112-100%$9.5M———
United Capital Financial Advisors, LLC
N/A—34,183-34,183-100%$9.2M———
Infusive Asset Management Inc.
N/A—33,966-33,966-100%$9.2M———
Primecap Management Co
N/A—33,930-33,930-100%$9.2M———
VAN Lanschot Kempen Investment Management N.V.
N/A—33,734-33,734-100%$9.1M———
Roundview Capital LLC
N/A—33,731-33,731-100%$9.1M———
Ostrum Asset Management
N/A—33,334-33,334-100%$9.0M———
Arete Wealth Advisors, LLC
N/A—32,986-32,986-100%$8.9M———
IHT Wealth Management, LLC
N/A—32,784-32,784-100%$8.9M———
Farmers National Bank
N/A—32,342-32,342-100%$8.7M———
Capital International, Inc.
N/A—32,077-32,077-100%$8.7M———
Dakota Wealth Management
N/A—32,030-32,030-100%$8.7M———
Laffer Tengler Investments, Inc.
N/A—31,896-31,896-100%$8.6M———
Snowden Capital Advisors LLC
N/A—31,882-31,882-100%$8.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—31,793-31,793-100%$8.6M———
Arkadios Wealth Advisors
N/A—31,766-31,766-100%$8.6M———
Amica Mutual Insurance Co
N/A—31,719-31,719-100%$8.6M———
Vident Advisory, LLC
N/A—31,549-31,549-100%$8.5M———
Douglass Winthrop Advisors, LLC
N/A—31,302-31,302-100%$8.5M———
Intech Investment Management LLC
N/A—31,093-31,093-100%$8.4M———
Beacon Harbor Wealth Advisors, Inc.
N/A—31,032-31,032-100%$8.4M———
Metis Global Partners, LLC
N/A—30,456-30,456-100%$8.2M———
RiverFront Investment Group, LLC
N/A—29,955-29,955-100%$8.1M———
Birmingham Capital Management Co Inc
N/A—29,935-29,935-100%$8.1M———
Siemens Fonds Invest GmbH
N/A—29,745-29,745-100%$8.0M———
Coldstream Capital Management Inc
N/A—29,698-29,698-100%$8.0M———
Hilton Capital Management, LLC
N/A—29,542-29,542-100%$8.0M———
Windle Wealth, LLC
N/A—29,526-29,526-100%$8.0M———
Flputnam Investment Management Co
N/A—29,023-29,023-100%$7.8M———
World Investment Advisors
N/A—28,461-28,461-100%$8.6M———
MainStreet Investment Advisors LLC
N/A—28,457-28,457-100%$7.7M———
Marsico Capital Management LLC
N/A—28,406-28,406-100%$7.7M———
1ST Source Bank
N/A—28,070-28,070-100%$7.6M———
Boston Family Office LLC
N/A—27,958-27,958-100%$7.6M———
Mufg Securities Emea plc
N/A—27,810-27,810-100%$7.5M———
Summitry LLC
N/A—27,800-27,800-100%$7.5M———
Brevan Howard Capital Management LP
N/A—27,791-27,791-100%$7.5M———
Evercore Wealth Management, LLC
N/A—27,469-27,469-100%$7.4M———
Cape COD Five Cents Savings Bank
N/A—27,285-27,285-100%$7.4M———
Cambridge Financial Group, Inc.
N/A—27,178-27,178-100%$7.3M———
Banque Cantonale Vaudoise
N/A—27,054-27,054-100%$7.3M———
Logan Capital Management Inc
N/A—26,771-26,771-100%$7.2M———
Oxbow Advisors, LLC
N/A—26,442-26,442-100%$7.1M———
Lombard Odier Asset Management (Switzerland) SA
N/A—26,394-26,394-100%$7.1M———
Rothschild Investment LLC
N/A—26,261-26,261-100%$7.1M———
DJE Kapital AG
N/A—26,000-26,000-100%$7.0M———
Bleakley Financial Group, LLC
N/A—25,856-25,856-100%$7.0M———
Mediolanum International Funds Ltd
N/A—25,575-25,575-100%$6.8M———
Foundations Investment Advisors, LLC
N/A—25,522-25,522-100%$6.9M———
Moneta Group Investment Advisors LLC
N/A—25,477-25,477-100%$6.9M———
Freestone Capital Holdings, LLC
N/A—25,336-25,336-100%$6.8M———
Capital Analysts, LLC
N/A—25,260-25,260-100%$6.8M———
Wealthspire Advisors, LLC
N/A—25,099-25,099-100%$6.8M———
Covington Investment Advisors Inc.
N/A—25,011-25,011-100%$6.8M———
Jump Financial, LLC
N/A—24,694-24,694-100%$6.7M———
Boston Research & Management Inc
N/A—24,010-24,010-100%$6.5M———
Quantbot Technologies LP
N/A—23,995-23,995-100%$6.5M———
Global Retirement Partners, LLC
N/A—23,946-23,946-100%$6.5M———
Savvy Advisors, Inc.
N/A—23,869-23,869-100%$6.5M———
Envestnet Portfolio Solutions, Inc.
N/A—23,867-23,867-100%$6.5M———
Osprey Private Wealth LLC
N/A—23,617-23,617-100%$6.4M———
Canada Post Corp Registered Pension Plan
N/A—23,508-23,508-100%$6.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—23,484-23,484-100%$6.3M———
King Wealth Management Group
N/A—23,436-23,436-100%$6.3M———
Thomasville National Bank
N/A—23,166-23,166-100%$6.3M———
NorthRock Partners, LLC
N/A—23,121-23,121-100%$6.2M———
Azimuth Capital Investment Management LLC
N/A—23,054-23,054-100%$6.2M———
Paragon Capital Management LLC
N/A—23,054-23,054-100%$6.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—22,780-22,780-100%$6.2M———
Van Eck Associates Corp
N/A—22,778-22,778-100%$6.2M———
T. Rowe Price Investment Management, Inc.
N/A—22,772-22,772-100%$6.2M———
American Money Management, LLC
N/A—22,439-22,439-100%$6.1M———
LOS Angeles Capital Management LLC
N/A—22,407-22,407-100%$6.1M———
KCM Capital Inc
N/A—22,329-22,329-100%$6.0M———
First Western Trust Bank
N/A—22,163-22,163-100%$6.0M———
Summit Financial, LLC
N/A—22,049-22,049-100%$6.0M———
Capital & Planning, LLC
N/A—21,910-21,910-100%$5.9M———
Employees Retirement System of Texas
N/A—21,894-21,894-100%$5.9M———
Qsemble Capital Management, LP
N/A—21,871-21,871-100%$5.9M———
Massachusetts Financial Services Co
N/A—21,681-21,681-100%$6.6M———
Western Wealth Management, LLC
N/A—21,643-21,643-100%$5.9M———
Whalerock Point Partners, LLC
N/A—21,529-21,529-100%$5.8M———
Meeder Advisory Services, Inc.
N/A—21,486-21,486-100%$5.8M———
Keystone Financial Group
N/A—21,402-21,402-100%$5.8M———
Mufg Securities Americas Inc.
N/A—21,399-21,399-100%$5.8M———
Lighthouse Investment Partners, LLC
N/A—21,396-21,396-100%$5.8M———
Hantz Financial Services, Inc.
N/A—20,818-20,818-100%$5.6M———
Choate Investment Advisors
N/A—20,733-20,733-100%$5.6M———
Smithfield Trust Co
N/A—20,604-20,604-100%$5.6M———
Callan Family Office, LLC
N/A—20,562-20,562-100%$5.6M———
BFC Planning, Inc.
N/A—20,554-20,554-100%$5.6M———
Morgan Dempsey Capital Management LLC
N/A—20,199-20,199-100%$5.5M———
Regal Investment Advisors LLC
N/A—20,090-20,090-100%$5.4M———
Fred Alger Management, LLC
N/A—19,917-19,917-100%$5.4M———
Caprock Group, LLC
N/A—19,800-19,800-100%$5.4M———
Sound View Wealth Advisors Group, LLC
N/A—19,677-19,677-100%$5.3M———
Caxton Associates LLP
N/A—19,653-19,653-100%$5.3M———
Hills Bank & Trust Co
N/A—19,498-19,498-100%$5.3M———
Wealth Advisors of Tampa Bay, LLC
N/A—19,475-19,475-100%$5.3M———
Phoenix Financial Ltd.
N/A—19,437-19,437-100%$5.3M———
Pine Valley Investments Ltd Liability Co
N/A—19,336-19,336-100%$5.2M———
Aviso Financial Inc.
N/A—19,284-19,284-100%$5.2M———
Broadwater Capital Management LLC
N/A—19,258-19,258-100%$5.2M———
Capstone Investment Advisors, LLC
N/A—19,219-19,219-100%$5.2M———
Summit Trail Advisors, LLC
N/A—19,178-19,178-100%$5.2M———
Cambient Family Office, LLC
N/A—19,028-19,028-100%$5.1M———
AlTi Global, Inc.
N/A—18,735-18,735-100%$5.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—18,728-18,728-100%$5.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—18,616-18,616-100%$5.0M———
Hamilton Capital Partners Inc.
N/A—18,601-18,601-100%$5.0M———
Pallas Capital Advisors LLC
N/A—18,425-18,425-100%$5.0M———
Gladstone Institutional Advisory LLC
N/A—18,423-18,423-100%$5.0M———
Principal Securities, Inc.
N/A—18,391-18,391-100%$5.0M———
Lowe Brockenbrough & Co Inc
N/A—18,263-18,263-100%$4.9M———
Ally Financial Inc.
N/A—18,000-18,000-100%$4.9M———
Texas Yale Capital Corp.
N/A—17,774-17,774-100%$4.8M———
Campbell & Co Investment Adviser LLC
N/A—17,765-17,765-100%$4.8M———
Motco
N/A—17,426-17,426-100%$4.7M———
Prosperity Consulting Group, LLC
N/A—17,354-17,354-100%$4.7M———
Partners Group Holding AG
N/A—17,161-17,161-100%$4.6M———
Modern Wealth Management, LLC
N/A—17,139-17,139-100%$4.6M———
Ballentine Partners, LLC
N/A—16,880-16,880-100%$4.6M———
Belpointe Asset Management LLC
N/A—16,791-16,791-100%$4.5M———
Sandhill Capital Partners LLC
N/A—16,753-16,753-100%$4.5M———
SlateStone Wealth, LLC
N/A—16,596-16,596-100%$4.5M———
HighPoint Advisor Group LLC
N/A—16,495-16,495-100%$4.5M———
Balyasny Asset Management L.P.
N/A—16,323-16,323-100%$4.4M———
Crawford Investment Counsel Inc
N/A—16,207-16,207-100%$4.4M———
Slagle Financial, LLC
N/A—16,201-16,201-100%$4.4M———
PFG Investments, LLC
N/A—16,164-16,164-100%$4.4M———
Nicolet Bankshares Inc
N/A—16,135-16,135-100%$4.4M———
Mokan Wealth Management Inc.
N/A—16,005-16,005-100%$4.3M———
Blue Chip Partners, LLC
N/A—15,831-15,831-100%$4.3M———
Hudson Value Partners, LLC
N/A—15,790-15,790-100%$4.3M———
Dorsey & Whitney Trust Co LLC
N/A—15,676-15,676-100%$4.2M———
Anchor Investment Management, LLC
N/A—15,607-15,607-100%$4.2M———
St. Nicholas Private Asset Management, Inc
N/A—15,545-15,545-100%$4.2M———
SageView Advisory Group, LLC
N/A—15,479-15,479-100%$4.2M———
ST Germain D J Co Inc
N/A—15,309-15,309-100%$4.1M———
New England Asset Management Inc
N/A—15,226-15,226-100%$4.1M———
Mutual Advisors, LLC
N/A—15,181-15,181-100%$4.1M———
TCW Group Inc
N/A—15,101-15,101-100%$4.1M———
Geneos Wealth Management Inc.
N/A—15,027-15,027-100%$4.1M———
Aureus Asset Management, LLC
N/A—15,014-15,014-100%$4.1M———
Smartleaf Asset Management LLC
N/A—14,962-14,962-100%$4.0M———
Spartan Wealth Advisory Services LLC
N/A—14,962-14,962-100%$4.0M———
JCP Investment Management, LLCA
N/A—14,800-14,800-100%$4.0M———
Virtu Financial LLC
N/A—14,678-14,678-100%$4.0M———
Trajan Wealth LLC
N/A—14,665-14,665-100%$4.0M———
Sciencast Management LP
N/A—14,654-14,654-100%$4.0M———
Colonial Trust Advisors
N/A—14,631-14,631-100%$4.0M———
Opus Investment Management Inc
N/A—14,600-14,600-100%$3.9M———
Panagora Asset Management Inc
N/A—14,589-14,589-100%$3.9M———
Onex Canada Asset Management Inc.
N/A—14,480-14,480-100%$3.9M———
Core Alternative Capital
N/A—14,465-14,465-100%$3.9M———
Mmbg Investment Advisors Co.
N/A—14,424-14,424-100%$3.9M———
Modus Advisors, LLC
N/A—14,398-14,398-100%$3.9M———
Johnson Financial Group, Inc.
N/A—14,376-14,376-100%$3.9M———
MidFirst Bank
N/A—14,321-14,321-100%$3.9M———
SouthState Bank Corp
N/A—14,296-14,296-100%$3.9M———
Marco Investment Management LLC
N/A—14,253-14,253-100%$3.9M———
Ausdal Financial Partners, Inc.
N/A—14,098-14,098-100%$3.8M———
Cary Street Partners Financial LLC
N/A—14,089-14,089-100%$3.8M———
Mairs & Power Inc
N/A—14,085-14,085-100%$3.8M———
First National Bank of Omaha
N/A—14,005-14,005-100%$3.8M———
Schnieders Capital Management, Llc.
N/A—13,954-13,954-100%$3.8M———
Scharf Investments, LLC
N/A—13,863-13,863-100%$3.7M———
Borer Denton & Associates, Inc.
N/A—13,859-13,859-100%$3.7M———
Edgestream Partners, L.P.
N/A—13,814-13,814-100%$3.7M———
Trivium Point Advisory, LLC
N/A—13,680-13,680-100%$3.7M———
Curi Capital, LLC
N/A—13,618-13,618-100%$3.7M———
Roehl & Yi Investment Advisors, LLC
N/A—13,457-13,457-100%$243.4K———
AustralianSuper Pty Ltd
N/A—13,411-13,411-100%$3.6M———
NewEdge Wealth, LLC
N/A—13,236-13,236-100%$3.6M———
Spinnaker Trust
N/A—13,119-13,119-100%$3.5M———
Walsky Investment Management, Inc.
N/A—12,984-12,984-100%$3.5M———
Kinloch Capital, LLC
N/A—12,890-12,890-100%$3.5M———
Holderness Investments Co
N/A—12,695-12,695-100%$3.4M———
Tabor Asset Management, LP
N/A—12,638-12,638-100%$3.4M———
Drexel Morgan & Co.
N/A—12,579-12,579-100%$3.4M———
Legato Capital Management LLC
N/A—12,569-12,569-100%$3.4M———
Mirabaud Asset Management Ltd
N/A—12,522-12,522-100%$3.3M———
Essex Financial Services, Inc.
N/A—12,504-12,504-100%$3.4M———
Silvant Capital Management LLC
N/A—12,396-12,396-100%$3.4M———
Empower Advisory Group, LLC
N/A—12,334-12,334-100%$3.3M———
Icon Wealth Advisors, LLC
N/A—12,304-12,304-100%$3.3M———
R.H. Investment Group, LLC
N/A—12,294-12,294-100%$3.3M———
Quantitative Investment Management, LLC
N/A—12,246-12,246-100%$3.3M———
WealthShield Partners, LLC
N/A—12,131-12,131-100%$3.3M———
Davis R M Inc
N/A—12,107-12,107-100%$3.3M———
Alerus Financial NA
N/A—11,996-11,996-100%$3.2M———
Heritage Trust Co
N/A—11,965-11,965-100%$3.2M———
DCM Advisors, LLC
N/A—11,934-11,934-100%$3.2M———
Hall Capital Management Co Inc
N/A—11,898-11,898-100%$3.2M———
Tower Research Capital LLC (TRC)
N/A—11,849-11,849-100%$3.2M———
GHE, LLC
N/A—11,817-11,817-100%$3.2M———
Forum Finance Group S.A.
N/A—11,783-11,783-100%$2.6K———
Investors Portfolio Services LLC
N/A—11,757-11,757-100%$3.2M———
RD Lewis Holdings, Inc.
N/A—11,669-11,669-100%$3.2M———
Hilltop Holdings Inc.
N/A—11,573-11,573-100%$3.1M———
Coastal Bridge Advisors, LLC
N/A—11,407-11,407-100%$3.1M———
Marshall Financial Group, LLC
N/A—11,215-11,215-100%$3.0M———
Hayek Kallen Investment Management
N/A—11,019-11,019-100%$3.0M———
Tiaa Wealth Investment Management LLC
N/A—11,009-11,009-100%$3.0M———
GWN Securities Inc.
N/A—10,710-10,710-100%$2.9M———
Ameritas Investment Partners, Inc.
N/A—10,694-10,694-100%$2.9M———
Trustmark Bank Trust Department
N/A—10,691-10,691-100%$2.9M———
Jaffetilchin Investment Partners, LLC
N/A—10,662-10,662-100%$2.9M———
GSA Capital Partners LLP
N/A—10,637-10,637-100%$2.9M———
Insigneo Advisory Services, LLC
N/A—10,636-10,636-100%$2.9M———
Thoroughbred Financial Services, LLC
N/A—10,624-10,624-100%$2.9M———
Rothschild Wealth LLC
N/A—10,605-10,605-100%$2.9M———
Mattson Financial Services, LLC
N/A—10,452-10,452-100%$2.9M———
Pinnacle Holdings, LLC
N/A—10,447-10,447-100%$2.8M———
Tyche Wealth Partners LLC
N/A—10,428-10,428-100%$2.8M———
U S Wealth Group, Llc.
N/A—10,414-10,414-100%$2.8M———
Trinity Legacy Partners, LLC
N/A—10,396-10,396-100%$2.8M———
Banco de Sabadell, S.a
N/A—10,390-10,390-100%$2.8M———
Vinva Investment Management Ltd
N/A—10,366-10,366-100%$2.8M———
Fidelis Capital Partners, LLC
N/A—10,349-10,349-100%$2.8M———
Mosaic Family Wealth Partners, LLC
N/A—10,282-10,282-100%$2.8M———
Chesapeake Wealth Management
N/A—10,280-10,280-100%$2.8M———
Alpine Woods Capital Investors, LLC
N/A—10,210-10,210-100%$2.8M———
Kiley Juergens Wealth Management, LLC
N/A—10,171-10,171-100%$2.7M———
Graham Capital Management, L.P.
N/A—10,092-10,092-100%$2.7M———
Select Asset Management & Trust
N/A—9,996-9,996-100%$2.7M———
Widmann Financial Services, Inc.
N/A—9,956-9,956-100%$2.7M———
Voleon Capital Management LP
N/A—9,955-9,955-100%$2.7M———
GTS Securities LLC
N/A—9,913-9,913-100%$2.7M———
AR Asset Management Inc
N/A—9,832-9,832-100%$2.7M———
Stonebrook Private Inc.
N/A—9,822-9,822-100%$2.7M———
J. Stern & Co. LLP
N/A—9,777-9,777-100%$2.6M———
Volterra Technologies LP
N/A—9,718-9,718-100%$2.6M———
CreativeOne Wealth, LLC
N/A—9,685-9,685-100%$2.6M———
Auxier Asset Management LLC
N/A—9,497-9,497-100%$2.6M———
Palumbo Wealth Management LLC
N/A—9,429-9,429-100%$2.5M———
FAS Wealth Partners, Inc.
N/A—9,370-9,370-100%$2.5M———
Kovack Advisors, Inc.
N/A—9,292-9,292-100%$2.5M———
Schonfeld Strategic Advisors LLC
N/A—9,094-9,094-100%$2.5M———
Emerald Investment Advisers, LLC
N/A—9,089-9,089-100%$2.5M———
Papamarkou Wellner Asset Management inc.
N/A—9,063-9,063-100%$2.8M———
Main Street Research LLC
N/A—8,913-8,913-100%$2.4M———
IEQ Capital, LLC
N/A—8,874-8,874-100%$2.4M———
Pure Financial Advisors, LLC
N/A—8,854-8,854-100%$2.4M———
Focus Partners Advisor Solutions, LLC
N/A—8,854-8,854-100%$2.4M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—8,801-8,801-100%$2.4M———
Ceeto Capital Group, LLC
N/A—8,742-8,742-100%$2.4M———
Quinn Opportunity Partners LLC
N/A—8,600-8,600-100%$2.3M———
Private Wealth Asset Management, LLC
N/A—8,590-8,590-100%$2.3M———
Wilkinson Global Asset Management LLC
N/A—8,580-8,580-100%$2.3M———
Sumitomo Life Insurance Co
N/A—8,580-8,580-100%$2.3M———
Founders Financial Alliance, LLC
N/A—8,511-8,511-100%$2.3M———
Baldwin Investment Management, LLC
N/A—8,494-8,494-100%$2.3M———
Marble Wealth, LLC
N/A—8,489-8,489-100%$2.3M———
Naviter Wealth, LLC
N/A—8,489-8,489-100%$2.3M———
Dividend Assets Capital, LLC
N/A—8,476-8,476-100%$2.3M———
First National Bank & Trust Co of Newtown
N/A—8,465-8,465-100%$2.3M———
S&CO Inc
N/A—8,445-8,445-100%$2.3M———
AXQ Capital, LP
N/A—8,345-8,345-100%$2.3M———
Family Manage LLC
N/A—8,296-8,296-100%$2.2M———
Checchi Capital Advisers, LLC
N/A—8,268-8,268-100%$2.2M———
44 Wealth Management LLC
N/A—8,181-8,181-100%$2.2M———
Capital Group Investment Management Pte. Ltd.
N/A—8,139-8,139-100%$2.2M———
Longfellow Investment Management Co LLC
N/A—8,137-8,137-100%$2.2M———
Diamant Asset Management, Inc.
N/A—8,124-8,124-100%$2.2M———
Red Door Wealth Management, LLC
N/A—8,110-8,110-100%$2.2M———
Xcelsior Advisor Partners LLC
N/A—8,011-8,011-100%$2.2M———
Fiduciary Group, LLC
N/A—8,011-8,011-100%$2.2M———
Aquatic Capital Management LLC
N/A—8,008-8,008-100%$2.2M———
Intrust Bank NA
N/A—7,997-7,997-100%$2.2M———
Richmond Brothers, Inc.
N/A—7,963-7,963-100%$2.2M———
IFC Advisors LLC
N/A—7,865-7,865-100%$2.1M———
Integrated Investment Consultants, LLC
N/A—7,864-7,864-100%$2.1M———
Rehmann Capital Advisory Group
N/A—7,794-7,794-100%$2.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,748-7,748-100%$2.1M———
Miller Capital Partners, Inc.
N/A—7,729-7,729-100%$2.1M———
Clearbridge Investments, LLC
N/A—7,718-7,718-100%$2.1M———
Simmons Bank
N/A—7,716-7,716-100%$2.1M———
Jackson, Grant Investment Advisers, Inc.
N/A—7,667-7,667-100%$2.1M———
E Fund Management Co., Ltd.
N/A—7,650-7,650-100%$2.1M———
Ameritas Advisory Services, LLC
N/A—7,589-7,589-100%$2.1M———
FIL Ltd
N/A—7,528-7,528-100%$2.0M———
Stratos Wealth Advisors, LLC
N/A—7,436-7,436-100%$2.0M———
Group One Trading LLC
N/A—7,412-7,412-100%$2.0M———
Ironwood Investment Counsel, LLC
N/A—7,363-7,363-100%$2.0M———
One Capital Management, LLC
N/A—7,326-7,326-100%$2.3M———
Patron Partners, LLC
N/A—7,288-7,288-100%$2.0M———
Hillsdale Investment Management Inc.
N/A—7,250-7,250-100%$2.0M———
Syon Capital LLC
N/A—7,248-7,248-100%$2.0M———
CNB Bank
N/A—7,245-7,245-100%$2.0M———
Crews Bank & Trust
N/A—7,211-7,211-100%$1.9M———
NWI Management LP
N/A—7,200-7,200-100%$1.9M———
North Star Asset Management Inc
N/A—7,178-7,178-100%$1.9M———
Wimmer Associates 1, LLC
N/A—7,177-7,177-100%$1.9M———
Tradition Wealth Management, LLC
N/A—7,137-7,137-100%$1.9M———
Masterton Capital Management, LP
N/A—7,120-7,120-100%$1.9M———
Sandro Wealth Management LLC
N/A—7,106-7,106-100%$1.9M———
Wealthspan Partners, LLC
N/A—7,103-7,103-100%$1.9M———
Klcm Advisors, Inc.
N/A—7,070-7,070-100%$1.9M———
Nicholson Wealth Management Group, LLC
N/A—7,004-7,004-100%$1.9M———
Palisade Capital Management, LP
N/A—6,989-6,989-100%$1.9M———
Capital Advisors Inc
N/A—6,966-6,966-100%$1.9M———
McMillan Office, Inc.
N/A—6,943-6,943-100%$1.9M———
Sand Hill Global Advisors, LLC
N/A—6,943-6,943-100%$1.9M———
Bank of Nova Scotia Trust Co
N/A—6,926-6,926-100%$1.9M———
PYA Waltman Capital, LLC
N/A—6,860-6,860-100%$1.9M———
BBR Partners, LLC
N/A—6,852-6,852-100%$1.9M———
Empirical Asset Management, LLC
N/A—6,849-6,849-100%$1.9M———
VeraBank, N.A.
N/A—6,834-6,834-100%$1.8M———
Delta Asset Management LLC
N/A—6,828-6,828-100%$1.8M———
Act Two Investors LLC
N/A—6,820-6,820-100%$1.8M———
Bowen Hanes & Co Inc
N/A—6,817-6,817-100%$2.1M———
Erste Asset Management GmbH
N/A—6,780-6,780-100%$1.9M———
Northstar Group, Inc.
N/A—6,770-6,770-100%$1.8M———
Shelton Capital Management
N/A—6,764-6,764-100%$1.8M———
Fortress Private Ledger, LLC
N/A—6,727-6,727-100%$1.8M———
Kera Capital Partners, Inc.
N/A—6,720-6,720-100%$1.8M———
Trustco Bank Corp N Y
N/A—6,709-6,709-100%$1.8M———
Fortis Capital Advisors, LLC
N/A—6,689-6,689-100%$1.8M———
Rice Partnership, LLC
N/A—6,673-6,673-100%$1.8M———
Evernest Financial Advisors, LLC
N/A—6,671-6,671-100%$1.8M———
IFG Advisory, LLC
N/A—6,605-6,605-100%$1.8M———
Cofg Advisors, LLC
N/A—6,601-6,601-100%$1.8M———
Bridgewater Advisors Inc.
N/A—6,565-6,565-100%$1.7M———
Monetary Management Group Inc
N/A—6,534-6,534-100%$1.8M———
Cozad Asset Management Inc
N/A—6,509-6,509-100%$1.8M———
Abbot Financial Management, Inc.
N/A—6,443-6,443-100%$1.7M———
Dodge & COX
N/A—6,425-6,425-100%$1.7M———
Potomac Fund Management Inc
N/A—6,392-6,392-100%$1.7M———
Cvfg LLC
N/A—6,388-6,388-100%$1.7M———
First Commonwealth Financial Corp
N/A—6,373-6,373-100%$1.7M———
Wealth Alliance, LLC
N/A—6,366-6,366-100%$1.7M———
Tradewinds, Llc.
N/A—6,324-6,324-100%$1.8M———
RB Capital Management, LLC
N/A—6,316-6,316-100%$1.7M———
Pinnacle West Asset Management, Inc.
N/A—6,280-6,280-100%$1.7M———
Webster Bank, N. A.
N/A—6,218-6,218-100%$1.7M———
Qtron Investments LLC
N/A—6,171-6,171-100%$1.7M———
Stansberry Asset Management, LLC
N/A—6,148-6,148-100%$1.7M———
CoreFirst Bank & Trust
N/A—6,134-6,134-100%$1.7M———
Field & Main Bank
N/A—6,133-6,133-100%$1.7M———
Stokes Family Office, LLC
N/A—6,113-6,113-100%$1.7M———
Royal Capital Wealth Management, LLC
N/A—6,107-6,107-100%$1.7M———
Arbor Trust Wealth Advisors, LLC
N/A—6,105-6,105-100%$1.7M———
Burling Wealth Partners, LLC
N/A—6,080-6,080-100%$1.6M———
Foster & Motley Inc
N/A—6,068-6,068-100%$1.6M———
Pettyjohn, Wood & White, Inc
N/A—6,055-6,055-100%$1.6M———
Cannell & Spears LLC
N/A—6,048-6,048-100%$1.6M———
N.E.W. Advisory Services LLC
N/A—6,023-6,023-100%$1.6M———
Oversea-Chinese Banking Corp Ltd
N/A—5,953-5,953-100%$1.6M———
Sargent Investment Group, LLC
N/A—5,919-5,919-100%$1.6M———
CIM Investment Management Inc
N/A—5,918-5,918-100%$1.6M———
Operose Advisors LLC
N/A—5,890-5,890-100%$1.6M———
Northwest & Ethical Investments L.P.
N/A—5,862-5,862-100%$1.6M———
Main Street Financial Solutions, LLC
N/A—5,852-5,852-100%$1.6M———
Becker Capital Management Inc
N/A—5,837-5,837-100%$1.6M———
Martin & Co Inc
N/A—5,813-5,813-100%$1.6M———
Schulhoff & Co Inc
N/A—5,798-5,798-100%$1.6M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—5,722-5,722-100%$1.5M———
Cambria Investment Management, L.P.
N/A—5,688-5,688-100%$1.5M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—5,648-5,648-100%$1.5M———
Fieldview Capital Management, LLC
N/A—5,640-5,640-100%$1.5M———
Navellier & Associates Inc
N/A—5,585-5,585-100%$1.5M———
Nwam LLC
N/A—5,528-5,528-100%$1.5M———
Lafayette Investments, Inc.
N/A—5,514-5,514-100%$1.5M———
Rexford Capital Inc
N/A—5,510-5,510-100%$1.5M———
Pettee Investors, Inc.
N/A—5,486-5,486-100%$1.5M———
White Pine Capital LLC
N/A—5,443-5,443-100%$1.5M———
SHP Wealth Management
N/A—5,390-5,390-100%$1.5M———
AssuredPartners Investment Advisors, LLC
N/A—5,379-5,379-100%$1.5M———
Cape ANN Savings Bank
N/A—5,377-5,377-100%$1.5M———
Legacy Financial Advisors, Inc.
N/A—5,346-5,346-100%$1.4M———
Peloton Wealth Strategists
N/A—5,335-5,335-100%$1.4M———
Fox Hill Wealth Management
N/A—5,309-5,309-100%$1.4M———
Cascades Capital Asset Management, LLC
N/A—5,262-5,262-100%$1.4M———
Orographic Financial Advisors, LLC
N/A—5,248-5,248-100%$1.4K———
Headinvest, LLC
N/A—5,245-5,245-100%$1.4M———
LRI Investments, LLC
N/A—5,230-5,230-100%$1.4M———
Brown Financial Advisors
N/A—5,214-5,214-100%$1.4M———
Lavaca Capital LLC
N/A—5,163-5,163-100%$1.4M———
Frec Markets, Inc.
N/A—5,138-5,138-100%$1.4M———
Ossiam
N/A—5,136-5,136-100%$1.4M———
Kintra Wealth, LLC
N/A—5,132-5,132-100%$1.4M———
Boyar Asset Management Inc.
N/A—5,093-5,093-100%$1.4M———
Sfmg, LLC
N/A—5,058-5,058-100%$1.4M———
Petix & Botte Co
N/A—5,018-5,018-100%$1.4M———
Southeast Asset Advisors, LLC
N/A—5,010-5,010-100%$1.4M———
Venturi Wealth Management, LLC
N/A—4,992-4,992-100%$1.3M———
Glen Eagle Advisors, LLC
N/A—4,972-4,972-100%$1.3M———
Texas Capital Bank Wealth Management Services Inc
N/A—4,912-4,912-100%$1.3M———
Heartland Bank & Trust Co
N/A—4,893-4,893-100%$1.3M———
Zhang Financial LLC
N/A—4,871-4,871-100%$1.3M———
Mission Creek Capital Partners, Inc.
N/A—4,825-4,825-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—4,808-4,808-100%$1.3M———
WNY Asset Management, LLC
N/A—4,804-4,804-100%$1.3M———
Generation Capital Management LLC
N/A—4,793-4,793-100%$1.3M———
NorthCoast Asset Management LLC
N/A—4,764-4,764-100%$1.3M———
Keynote Financial Services LLC
N/A—4,760-4,760-100%$1.3M———
Beaton Management Co. Inc.
N/A—4,757-4,757-100%$1.3M———
West Family Investments, Inc.
N/A—4,739-4,739-100%$1.3M———
Members Trust Co
N/A—4,736-4,736-100%$1.3M———
Argent Advisors, Inc.
N/A—4,719-4,719-100%$1.3M———
Triton Financial Group Inc
N/A—4,700-4,700-100%$1.3M———
Buckley Wealth Management, LLC
N/A—4,650-4,650-100%$1.3M———
Spirepoint Private Client, LLC
N/A—4,641-4,641-100%$1.3M———
Wiser Advisor Group LLC
N/A—4,612-4,612-100%$1.2M———
SCS Capital Management LLC
N/A—4,612-4,612-100%$1.2M———
Townsquare Capital LLC
N/A—4,612-4,612-100%$1.2M———
Lcnb Corp
N/A—4,605-4,605-100%$1.2M———
DF Dent & Co Inc
N/A—4,604-4,604-100%$1.2M———
Vanguard National Trust Co
N/A—4,596-4,596-100%$1.2M———
National Philanthropic Trust
N/A—4,589-4,589-100%$1.2M———
PeakShares LLC
N/A—4,585-4,585-100%$1.2M———
Phillips Wealth Planners LLC
N/A—4,578-4,578-100%$1.3M———
Transcend Capital Advisors, LLC
N/A—4,537-4,537-100%$1.2M———
Harbor Advisory Corp
N/A—4,532-4,532-100%$1.2M———
Groupama Asset Managment
N/A—4,498-4,498-100%$1.2M———
Atlanta Consulting Group Advisors, LLC
N/A—4,490-4,490-100%$1.2M———
Aster Capital Management (Difc) Ltd
N/A—4,472-4,472-100%$1.2M———
Jain Global LLC
N/A—4,469-4,469-100%$1.2M———
Centric Wealth Management
N/A—4,401-4,401-100%$1.3M———
Weik Capital Management
N/A—4,367-4,367-100%$1.2M———
Ames National Corp
N/A—4,344-4,344-100%$1.2M———
Keel Point, LLC
N/A—4,343-4,343-100%$1.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—4,305-4,305-100%$1.2M———
Summit Wealth Partners, LLC
N/A—4,276-4,276-100%$1.2M———
Prestige Wealth Management Group LLC
N/A—4,263-4,263-100%$1.2M———
Taylor Hoffman Capital Management LLC
N/A—4,262-4,262-100%$1.2M———
Templeton & Phillips Capital Management, LLC
N/A—4,260-4,260-100%$1.2M———
Westpac Banking Corp
N/A—4,246-4,246-100%$1.1M———
Engineers Gate Manager LP
N/A—4,237-4,237-100%$1.1M———
Goldstone Financial Group, LLC
N/A—4,229-4,229-100%$1.1M———
Advisory Alpha, LLC
N/A—4,224-4,224-100%$1.1M———
Continuum Advisory, LLC
N/A—4,215-4,215-100%$1.1M———
Meridian Wealth Advisors, LLC
N/A—4,208-4,208-100%$1.1M———
Bayesian Capital Management, LP
N/A—4,207-4,207-100%$1.1M———
Advyzon Investment Management, LLC
N/A—4,204-4,204-100%$1.1M———
Aventura Private Wealth, LLC
N/A—4,193-4,193-100%$1.1M———
Bearing Point Capital, LLC
N/A—4,138-4,138-100%$1.1M———
Cullen Capital Management, LLC
N/A—4,137-4,137-100%$1.1M———
PCM Encore, LLC
N/A—4,130-4,130-100%$1.1M———
TRB Wealth Management, LLC
N/A—4,118-4,118-100%$1.1M———
Godshalk Welsh Capital Management, Inc.
N/A—4,110-4,110-100%$1.1M———
Colonial Trust Co / SC
N/A—4,106-4,106-100%$1.1M———
L2 Asset Management, LLC
N/A—4,106-4,106-100%$1.1M———
Rogco, LP
N/A—4,096-4,096-100%$1.1M———
NCM Capital Management, LLC
N/A—4,070-4,070-100%$1.1M———
Mosaic Financial Group, LLC
N/A—4,060-4,060-100%$1.1M———
Connors Investor Services Inc
N/A—4,050-4,050-100%$1.1M———
Drive Wealth Management, LLC
N/A—4,028-4,028-100%$1.1M———
Note Advisors, LLC
N/A—4,027-4,027-100%$1.1M———
Portland Global Advisors LLC
N/A—4,001-4,001-100%$1.1M———
Unifi Asset Management LP
N/A—4,000-4,000-100%$1.1M———
Winning Points Advisors, LLC
N/A—3,957-3,957-100%$799.3K———
Berkeley Capital Partners, LLC
N/A—3,904-3,904-100%$1.1M———
OneAscent Financial Services LLC
N/A—3,857-3,857-100%$1.0M———
Dover Advisors, LLC
N/A—3,822-3,822-100%$1.2M———
Arvest Bank Trust Division
N/A—3,784-3,784-100%$1.0M———
Bouchey Financial Group, Ltd.
N/A—3,779-3,779-100%$1.0M———
Quattro Advisors LLC
N/A—3,760-3,760-100%$1.0M———
South Dakota Investment Council
N/A—3,760-3,760-100%$1.0M———
Cardiff Park Advisors, LLC
N/A—3,715-3,715-100%$1.0M———
Caldwell Sutter Capital, Inc.
N/A—3,706-3,706-100%$1.0M———
Frisch Financial Group, Inc.
N/A—3,687-3,687-100%$996.7K———
South Street Advisors LLC
N/A—3,679-3,679-100%$994.5K———
Meiji Yasuda Life Insurance Co
N/A—3,670-3,670-100%$992.0K———
Paragon Financial Partners, Inc.
N/A—3,653-3,653-100%$988.5K———
Francis Financial, Inc.
N/A—3,651-3,651-100%$986.8K———
Walter & Keenan Wealth Management LLC
N/A—3,643-3,643-100%$984.7K———
Advisory Research Inc
N/A—3,608-3,608-100%$975.3K———
Bank OZK
N/A—3,606-3,606-100%$974.7K———
LaSalle St. Investment Advisors, LLC
N/A—3,570-3,570-100%$965.1K———
North Dallas Bank & Trust Co
N/A—3,558-3,558-100%$961.8K———
Elgethun Capital Management
N/A—3,552-3,552-100%$960.1K———
Schrum Private Wealth Management LLC
N/A—3,545-3,545-100%$905.3K———
JTC Employer Solutions Trustee Ltd
N/A—3,540-3,540-100%$957.0K———
Beto Financial Group, LLC
N/A—3,534-3,534-100%$945.8K———
Eldridge Investment Advisors, Inc.
N/A—3,504-3,504-100%$947.2K———
Jupiter Wealth Management LLC
N/A—3,500-3,500-100%$946.1K———
West Michigan Advisors, LLC
N/A—3,485-3,485-100%$942.0K———
Stratos Investment Management, LLC
N/A—3,459-3,459-100%$935.2K———
Fortune Financial Advisors, LLC
N/A—3,445-3,445-100%$931.2K———
Transamerica Financial Advisors, LLC
N/A—3,440-3,440-100%$930.0K———
Horizon Kinetics Asset Management LLC
N/A—3,439-3,439-100%$929.6K———
First Foundation Advisors
N/A—3,422-3,422-100%$924.9K———
Intellectus Partners, LLC
N/A—3,398-3,398-100%$918.5K———
Guardian Wealth Advisors, LLC / NC
N/A—3,392-3,392-100%$916.8K———
Vision Retirement, LLC
N/A—3,362-3,362-100%$908.8K———
Quent Capital, LLC
N/A—3,358-3,358-100%$907.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,351-3,351-100%$905.9K———
Cheviot Value Management, LLC
N/A—3,343-3,343-100%$903.6K———
Ark Wealth Advisors LLC
N/A—3,340-3,340-100%$902.8K———
Pingora Partners LLC
N/A—3,332-3,332-100%$900.7K———
Impact Partnership Wealth, LLC
N/A—3,247-3,247-100%$877.8K———
Wealthquest Corp
N/A—3,245-3,245-100%$877.3K———
GeoWealth Management, LLC
N/A—3,239-3,239-100%$875.8K———
Chancellor Financial Group WB LP
N/A—3,237-3,237-100%$875.0K———
Gilbert & Cook, Inc.
N/A—3,208-3,208-100%$867.2K———
Cary Street Partners Investment Advisory LLC
N/A—3,207-3,207-100%$866.8K———
Medallion Wealth Advisors, LLC
N/A—3,200-3,200-100%$205.3K———
Capula Management Ltd
N/A—3,189-3,189-100%$862.0K———
Castlekeep Investment Advisors LLC
N/A—3,187-3,187-100%$861.5K———
Fourth Dimension Wealth, LLC
N/A—3,149-3,149-100%$851.1K———
Keebeck Wealth Management
N/A—3,147-3,147-100%$850.7K———
Odyssean, LLC
N/A—3,127-3,127-100%$845.3K———
FourThought Financial Partners, LLC
N/A—3,120-3,120-100%$843.4K———
Mrwm Advisors, LLC
N/A—3,109-3,109-100%$840.4K———
Meadowbrook Advisors Group, LLC
N/A—3,095-3,095-100%$836.6K———
TFR Capital, Llc.
N/A—3,095-3,095-100%$836.6K———
Oxford Asset Management LLP
N/A—3,089-3,089-100%$835.0K———
Strategic Investment Solutions, Inc.
N/A—3,069-3,069-100%$829.6K———
Denali Advisors LLC
N/A—3,041-3,041-100%$822.0K———
Paradigm Capital Management, LLC
N/A—3,025-3,025-100%$818.0K———
Smith, Moore & Co.
N/A—3,010-3,010-100%$813.7K———
Berger Financial Group, Inc
N/A—3,006-3,006-100%$812.4K———
Blackhill Capital Inc
N/A—3,000-3,000-100%$810.9K———
RNC Capital Management LLC
N/A—2,974-2,974-100%$803.8K———
RiverPark Advisors, LLC
N/A—2,965-2,965-100%$801.5K———
Klingenstein Fields & Co LP
N/A—2,963-2,963-100%$800.9K———
Defiance ETFs, LLC
N/A—2,939-2,939-100%$791.9K———
Wealth Management Associates, Inc.
N/A—2,927-2,927-100%$791.3K———
Oak Wealth Advisors LLC
N/A—2,923-2,923-100%$790.1K———
Quotient Wealth Partners, LLC
N/A—2,921-2,921-100%$789.5K———
BOK Financial Private Wealth, Inc.
N/A—2,901-2,901-100%$784.2K———
Advance Capital Management, Inc.
N/A—2,899-2,899-100%$783.7K———
Z3 Capital Partners, LLC
N/A—2,870-2,870-100%$775.9K———
US Asset Management LLC
N/A—2,866-2,866-100%$774.7K———
Severin Investments, LLC
N/A—2,862-2,862-100%$773.6K———
Proficio Capital Partners LLC
N/A—2,855-2,855-100%$771.7K———
Performance Wealth Partners, LLC
N/A—2,849-2,849-100%$770.1K———
Greenwich Wealth Management LLC
N/A—2,827-2,827-100%$764.0K———
Blue Edge Capital, LLC
N/A—2,820-2,820-100%$762.3K———
Truvestments Capital LLC
N/A—2,814-2,814-100%$760.6K———
BTG Pactual Asset Management US LLC
N/A—2,810-2,810-100%$759.6K———
Daner Wealth Management, LLC
N/A—2,802-2,802-100%$762.8K———
Charter Research & Investment Group, Inc.
N/A—2,800-2,800-100%$756.9K———
Faithward Advisors, LLC
N/A—2,797-2,797-100%$755.9K———
Granite Bay Wealth Management, LLC
N/A—2,794-2,794-100%$756.0K———
Atlas Legacy Advisors, LLC
N/A—2,791-2,791-100%$760.8K———
River Wealth Advisors LLC
N/A—2,784-2,784-100%$752.5K———
Blackhawk Capital Partners, LLC
N/A—2,765-2,765-100%$747.3K———
Delta Global Management LP
N/A—2,751-2,751-100%$743.6K———
Signet Private Wealth LLC
N/A—2,729-2,729-100%$737.7K———
Circle Wealth Management, LLC
N/A—2,706-2,706-100%$731.4K———
Intellus Advisors LLC
N/A—2,702-2,702-100%$730.4K———
Acorns Advisers, LLC
N/A—2,692-2,692-100%$728.0K———
Empire Financial Management Company, LLC
N/A—2,683-2,683-100%$725.3K———
Garrison Point Advisors, LLC
N/A—2,675-2,675-100%$723.1K———
BlackDiamond Wealth Management, LLC
N/A—2,672-2,672-100%$731.5K———
Snowwater Investment Partners, LLC
N/A—2,671-2,671-100%$722.0K———
Rollins Financial Advisors, LLC
N/A—2,669-2,669-100%$721.4K———
Front Row Advisors LLC
N/A—2,662-2,662-100%$729.8K———
Lifeworks Advisors, LLC
N/A—2,641-2,641-100%$713.9K———
Ethos Financial Group, LLC
N/A—2,639-2,639-100%$716.5K———
Gamco Investors, Inc. ET AL
N/A—2,628-2,628-100%$710.4K———
Baader Bank Aktiengesellschaft
N/A—2,611-2,611-100%$705.8K———
Citizens Business Bank
N/A—2,587-2,587-100%$699.3K———
BTC Capital Management, Inc.
N/A—2,577-2,577-100%$696.6K———
Silver OAK Securities, Incorporated
N/A—2,575-2,575-100%$696.0K———
Tiaa Trust, National Association
N/A—2,573-2,573-100%$695.5K———
Purpose Unlimited Inc.
N/A—2,571-2,571-100%$697.3K———
Everpar Advisors LLC
N/A—2,547-2,547-100%$688.5K———
Tilson Financial Group, Inc.
N/A—2,545-2,545-100%$687.9K———
Somerset Group LLC
N/A—2,544-2,544-100%$698.6K———
South Plains Financial, Inc.
N/A—2,538-2,538-100%$686.0K———
Resurgent Financial Advisors LLC
N/A—2,533-2,533-100%$684.7K———
Bolthouse Investments, LLC
N/A—2,522-2,522-100%$681.7K———
O'rourke & Company, Inc
N/A—2,521-2,521-100%$681.6K———
Okabena Investment Services Inc
N/A—2,517-2,517-100%$680.4K———
Bank of Marin
N/A—2,513-2,513-100%$679.3K———
Sagewood Asset Management LP
N/A—2,502-2,502-100%$676.3K———
Park Place Capital Corp
N/A—2,484-2,484-100%$671.5K———
Brookwood Investment Group LLC
N/A—2,477-2,477-100%$669.5K———
Alteri Wealth LLC
N/A—2,461-2,461-100%$665.3K———
Old North State Trust, LLC
N/A—2,451-2,451-100%$663.0K———
Granite Harbor Advisors, Inc.
N/A—2,451-2,451-100%$662.6K———
SummitTX Capital, L.P.
N/A—2,447-2,447-100%$661.4K———
Financial Engines Advisors L.L.C.
N/A—2,432-2,432-100%$657.4K———
Vantage Point Financial LLC
N/A—2,430-2,430-100%$656.9K———
Centaurus Financial, Inc.
N/A—2,421-2,421-100%$654.0K———
Thompson David Blair
N/A—2,390-2,390-100%$646.0K———
Hexagon Capital Partners LLC
N/A—2,387-2,387-100%$645.2K———
Lakeridge Wealth Management LLC
N/A—2,378-2,378-100%$642.9K———
Blueshift Asset Management, LLC
N/A—2,360-2,360-100%$637.9K———
Athena Investment Management
N/A—2,349-2,349-100%$635.0K———
FSB Premier Wealth Management, Inc.
N/A—2,343-2,343-100%$633.2K———
Tower Wealth Partners, Inc.
N/A—2,318-2,318-100%$626.6K———
Viawealth, LLC
N/A—2,316-2,316-100%$626.0K———
DV Trading LLC
N/A—2,311-2,311-100%$624.7K———
Financial Advisors Network, Inc.
N/A—2,310-2,310-100%$624.4K———
Infrastructure Capital Advisors, LLC
N/A—2,301-2,301-100%$622.0K———
Gabelli & Co Investment Advisers, Inc.
N/A—2,300-2,300-100%$621.7K———
Hilltop Partners LLC
N/A—2,299-2,299-100%$621.5K———
Bollard Group LLC
N/A—2,290-2,290-100%$619.0K———
Compass Capital Corp
N/A—2,258-2,258-100%$616.3K———
Delta Investment Management, LLC
N/A—2,257-2,257-100%$610.1K———
Westmount Partners, LLC
N/A—2,245-2,245-100%$606.9K———
Tiemann Investment Advisors, LLC
N/A—2,206-2,206-100%$596.3K———
Sovereign Financial Group, Inc.
N/A—2,205-2,205-100%$595.9K———
TCM Advisors, LLC
N/A—2,200-2,200-100%$594.7K———
KDT Advisors, LLC
N/A—2,190-2,190-100%$592.0K———
IAM Advisory, LLC
N/A—2,185-2,185-100%$590.8K———
American Trust
N/A—2,183-2,183-100%$590.1K———
Optas, LLC
N/A—2,178-2,178-100%$588.7K———
Brooktree Capital Management
N/A—2,168-2,168-100%$586.0K———
J. Goldman & Co LP
N/A—2,161-2,161-100%$584.1K———
Vantus Wealth LLC
N/A—2,158-2,158-100%$583.3K———
Peregrine Asset Advisers, Inc.
N/A—2,153-2,153-100%$581.9K———
Hodges Capital Management Inc.
N/A—2,149-2,149-100%$580.9K———
Wealth Watch Advisors, Inc
N/A—2,143-2,143-100%$579.2K———
Ponta Wealth Partners, LLC
N/A—2,142-2,142-100%$579.0K———
Iron Gate Global Advisors LLC
N/A—2,140-2,140-100%$578.5K———
Stillwater Private Wealth, LLC
N/A—2,132-2,132-100%$587———
Cascade Financial Partners, LLC
N/A—2,132-2,132-100%$576.3K———
Stevens Capital Management LP
N/A—2,117-2,117-100%$572.0K———
Cetera Trust Company, N.a
N/A—2,110-2,110-100%$570.4K———
Conscious Wealth Investments, LLC
N/A—2,106-2,106-100%$555.8K———
Campion Asset Management
N/A—2,102-2,102-100%$568.2K———
Vectors Research Management, LLC
N/A—2,100-2,100-100%$567.7K———
Clarendon Private LLC
N/A—2,092-2,092-100%$565.6K———
Cladis Investment Advisory, LLC
N/A—2,088-2,088-100%$564.4K———
Perennial Investment Advisors, LLC
N/A—2,085-2,085-100%$563.6K———
Round Rock Advisors LLC
N/A—2,082-2,082-100%$562.8K———
Rothschild Capital Partners, LLC
N/A—2,070-2,070-100%$559.5K———
W1m Asset Management Ltd
N/A—2,066-2,066-100%$558.2K———
Baron Silver Stevens Financial Advisors, LLC
N/A—2,042-2,042-100%$552.0K———
Port Capital LLC
N/A—2,035-2,035-100%$550.1K———
WealthTrust Axiom LLC
N/A—2,026-2,026-100%$547.8K———
OneAscent Family Office, LLC
N/A—2,020-2,020-100%$546.1K———
Harbor Advisors LLC
N/A—2,000-2,000-100%$540.6K———
Wrapmanager Inc
N/A—1,986-1,986-100%$536.8K———
Novak & Powell Financial Services, Inc.
N/A—1,980-1,980-100%$535.1K———
Madison Wealth Partners, Inc
N/A—1,979-1,979-100%$535.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,962-1,962-100%$530.0K———
Optimize Financial Inc.
N/A—1,947-1,947-100%$526.3K———
Sound Capital Solutions LLC
N/A—1,947-1,947-100%$526.3K———
MJP Associates Inc
N/A—1,944-1,944-100%$525.4K———
Cyber Hornet ETFs LLC
N/A—1,934-1,934-100%$522.8K———
Keating Financial Advisory Services, Inc.
N/A—1,930-1,930-100%$521.7K———
Basecamp Wealth Advisors LLC
N/A—1,910-1,910-100%$516.3K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,891-1,891-100%$511.1K———
F/m Investments LLC
N/A—1,889-1,889-100%$510.6K———
Omnia Family Wealth, LLC
N/A—1,886-1,886-100%$509.8K———
Topsail Wealth Management, LLC
N/A—1,882-1,882-100%$508.7K———
Birchcreek Wealth Management, LLC
N/A—1,882-1,882-100%$508.7K———
German American Bancorp, Inc.
N/A—1,874-1,874-100%$506.6K———
Zevin Asset Management LLC
N/A—1,872-1,872-100%$506.0K———
Crewe Advisors LLC
N/A—1,867-1,867-100%$504.7K———
Millington Financial Advisors, LLC
N/A—1,866-1,866-100%$499.6K———
LOM Asset Management Ltd
N/A—1,855-1,855-100%$501.4K———
Strait & Sound Wealth Management LLC
N/A—1,850-1,850-100%$500.1K———
Wayfinding Financial, LLC
N/A—1,849-1,849-100%$499.0K———
Passive Capital Management, Llc.
N/A—1,847-1,847-100%$564.5K———
Castle Wealth Management LLC
N/A—1,846-1,846-100%$499.1K———
PSI Advisors, LLC
N/A—1,845-1,845-100%$498.7K———
Bogart Wealth, LLC
N/A—1,839-1,839-100%$497.1K———
Millstone Evans Group, LLC
N/A—1,835-1,835-100%$496.0K———
CVA Family Office, LLC
N/A—1,828-1,828-100%$494.1K———
Northwest Bancshares, Inc.
N/A—1,823-1,823-100%$492.8K———
Star Financial Bank
N/A—1,821-1,821-100%$492.2K———
Graybill Wealth Management, Ltd.
N/A—1,807-1,807-100%$488.5K———
Minot DeBlois Advisors LLC
N/A—1,806-1,806-100%$488.1K———
Centennial Bank
N/A—1,806-1,806-100%$488.2K———
Allred Capital Management, LLC
N/A—1,805-1,805-100%$487.9K———
Strategic Wealth Partners, Ltd.
N/A—1,799-1,799-100%$486.3K———
FFT Wealth Management LLC
N/A—1,788-1,788-100%$483.3K———
D L Carlson Investment Group Inc
N/A—1,775-1,775-100%$479.8K———
Tacita Capital Inc
N/A—1,750-1,750-100%$473.0K———
Waterloo Capital, L.P.
N/A—1,743-1,743-100%$471.3K———
Waddell & Associates, LLC
N/A—1,739-1,739-100%$470.0K———
Astoria Portfolio Advisors Llc.
N/A—1,733-1,733-100%$468.5K———
Catalyst Funds Management Pty Ltd
N/A—1,721-1,721-100%$465.2K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—1,712-1,712-100%$462.8K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,706-1,706-100%$467.4K———
Meridian Wealth Partners, LLC
N/A—1,705-1,705-100%$460.9K———
Rodgers Brothers Inc.
N/A—1,699-1,699-100%$459.3K———
Wealthedge Investment Advisors, LLC
N/A—1,696-1,696-100%$458.6K———
Sittner & Nelson, LLC
N/A—1,663-1,663-100%$449.5K———
Affinity Wealth Management LLC
N/A—1,645-1,645-100%$444.7K———
Platform Wealth Management, LLC
N/A—1,639-1,639-100%$443.2K———
Peak Asset Management, LLC
N/A—1,637-1,637-100%$442.5K———
Tudor Financial Inc.
N/A—1,636-1,636-100%$442.3K———
SOA Wealth Advisors, Llc.
N/A—1,636-1,636-100%$442.1K———
One Charles Private Wealth Services, LLC
N/A—1,628-1,628-100%$440.1K———
Pgim Custom Harvest LLC
N/A—1,627-1,627-100%$439.7K———
Clare Market Investments LLC
N/A—1,625-1,625-100%$439.2K———
LM Advisors LLC
N/A—1,624-1,624-100%$438.0K———
Valtrion Capital Management, LLC
N/A—1,621-1,621-100%$438.2K———
Swan Capital LLC
N/A—1,617-1,617-100%$437.1K———
Talisman Wealth Advisors LLC
N/A—1,617-1,617-100%$437.1K———
EQ Wealth Advisors, LLC
N/A—1,612-1,612-100%$435.7K———
Innovative Asset Advisors Group, LLC
N/A—1,612-1,612-100%$435.6K———
AlphaGrep UK Ltd
N/A—1,608-1,608-100%$434.7K———
Gentry Private Wealth, LLC
N/A—1,595-1,595-100%$431.1K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—1,588-1,588-100%$429.3K———
Marex Group Ltd
N/A—1,587-1,587-100%$429.0K———
Alaska Wealth Advisors, LLC
N/A—1,581-1,581-100%$427.3K———
White Knight Strategic Wealth Advisors, LLC
N/A—1,574-1,574-100%$425.5K———
Rather & Kittrell, Inc.
N/A—1,567-1,567-100%$423.6K———
FLC Capital Advisors
N/A—1,557-1,557-100%$420.8K———
Florida Financial Advisors, LLC
N/A—1,544-1,544-100%$417.5K———
Permanent Capital Management, LP
N/A—1,530-1,530-100%$413.6K———
Aimz Investment Advisors, LLC
N/A—1,527-1,527-100%$412.8K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,524-1,524-100%$412.0K———
Strategic Financial Services, Inc.
N/A—1,518-1,518-100%$410.4K———
Liberty Wealth Management LLC
N/A—1,518-1,518-100%$471.7K———
Chesapeake Asset Management LLC
N/A—1,503-1,503-100%$406.3K———
Leigh Baldwin & Co., LLC
N/A—1,503-1,503-100%$406.2K———
Hurricane Capital Advisors LLC
N/A—1,500-1,500-100%$405.5K———
Bienville Capital Management, LLC
N/A—1,500-1,500-100%$405.5K———
Retirement Income Solutions, Inc
N/A—1,500-1,500-100%$466.2K———
Hutchinson Capital Management
N/A—1,494-1,494-100%$403.9K———
Boston Partners
N/A—1,491-1,491-100%$402.3K———
Advocacy Wealth Management, LLC
N/A—1,491-1,491-100%$403.0K———
Readystate Asset Management LP
N/A—1,490-1,490-100%$402.8K———
CFO4Life Group, LLC
N/A—1,473-1,473-100%$398.3K———
Twin Capital Management Inc
N/A—1,467-1,467-100%$396.5K———
Synergy Investment Management, LLC
N/A—1,466-1,466-100%$397.0K———
Bellars Harris Wealth Management, LLC
N/A—1,466-1,466-100%$396.3K———
Orion Capital Management LLC
N/A—1,463-1,463-100%$395.3K———
East Coast Asset Management, Llc.
N/A—1,461-1,461-100%$394.9K———
Cahill Financial Advisors Inc
N/A—1,458-1,458-100%$394.1K———
JT Stratford LLC
N/A—1,455-1,455-100%$393.3K———
Ellenbecker Investment Group
N/A—1,453-1,453-100%$392.8K———
Strategic Financial Concepts, LLC
N/A—1,448-1,448-100%$391.3K———
Wescott Financial Advisory Group, LLC
N/A—1,445-1,445-100%$390.5K———
Ranch Capital Advisors Inc.
N/A—1,440-1,440-100%$389.3K———
Tsai Capital Corp
N/A—1,435-1,435-100%$387.9K———
Aberdeen Wealth Management LLC
N/A—1,434-1,434-100%$387.6K———
Stonebridge Financial Group, LLC
N/A—1,433-1,433-100%$387.0K———
Wood Tarver Financial Group, LLC
N/A—1,415-1,415-100%$382.0K———
Axis Wealth Partners, LLC
N/A—1,408-1,408-100%$380.7K———
Core Capital Management & Research, inc.
N/A—1,408-1,408-100%$383.7K———
Planning Directions Inc
N/A—1,389-1,389-100%$375.5K———
Carr Financial Group Corp
N/A—1,372-1,372-100%$370.8K———
Capital Financial Group Inc\co\
N/A—1,364-1,364-100%$368.7K———
Per Stirling Capital Management, Llc.
N/A—1,364-1,364-100%$368.7K———
Osborne Partners Capital Management, LLC
N/A—1,363-1,363-100%$368.4K———
Khazanah Nasional Berhad
N/A—1,360-1,360-100%$367.6K———
First National Advisers, LLC
N/A—1,357-1,357-100%$366.8K———
VestGen Investment Management
N/A—1,356-1,356-100%$366.5K———
Rockbridge Investment Management, LCC
N/A—1,353-1,353-100%$365.7K———
New Republic Capital, LLC
N/A—1,339-1,339-100%$361.9K———
Second Line Capital, LLC
N/A—1,326-1,326-100%$358.4K———
KKM Financial LLC
N/A—1,326-1,326-100%$358.4K———
Morningstar Investment Management LLC
N/A—1,324-1,324-100%$411.5K———
Clarion Wealth Managment Partners, LLC
N/A—1,322-1,322-100%$357.3K———
Hudson Bay Capital Management LP
N/A—1,320-1,320-100%$356.8K———
Entelevest, LLC
N/A—1,315-1,315-100%$355.4K———
Highland Investment Advisors LLC
N/A—1,309-1,309-100%$353.8K———
Steigerwald, Gordon & Koch Inc.
N/A—1,307-1,307-100%$353.2K———
Fi3 Financial Advisors, LLC
N/A—1,303-1,303-100%$669.4K———
Knightsbridge Asset Management, LLC
N/A—1,302-1,302-100%$351.8K———
Seeds Investor LLC
N/A—1,302-1,302-100%$352.1K———
Private Capital Management, LLC
N/A—1,300-1,300-100%$351.4K———
Bristol John W & Co Inc
N/A—1,290-1,290-100%$348.7K———
Ingalls & Snyder LLC
N/A—1,288-1,288-100%$348.0K———
Evergreen Wealth Partners LLC
N/A—1,284-1,284-100%$347.1K———
Trillium Asset Management, LLC
N/A—1,276-1,276-100%$344.9K———
Ascension Capital Advisors, Inc.
N/A—1,275-1,275-100%$344.6K———
Highview Capital Management LLC
N/A—1,271-1,271-100%$343.6K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,260-1,260-100%$340.6K———
Fairfield, Bush & Co.
N/A—1,255-1,255-100%$339.2K———
Strategies Wealth Advisors, LLC
N/A—1,254-1,254-100%$339.0K———
Sequent Planning LLC
N/A—1,246-1,246-100%$336.8K———
Arrowroot Family Office, LLC
N/A—1,241-1,241-100%$335.4K———
Moment Partners, LLC
N/A—1,241-1,241-100%$335.6K———
Satovsky Asset Management LLC
N/A—1,239-1,239-100%$335.0K———
George Kaiser Family Foundation
N/A—1,239-1,239-100%$334.9K———
Wealthspire Retirement, LLC
N/A—1,231-1,231-100%$332.8K———
Chase Investment Counsel Corp
N/A—1,226-1,226-100%$331.0K———
IKE Capital, LLC
N/A—1,226-1,226-100%$331.4K———
Nelson Capital Management, LLC
N/A—1,202-1,202-100%$324.9K———
Beck Mack & Oliver LLC
N/A—1,200-1,200-100%$324.4K———
VSM Wealth Advisory, LLC
N/A—1,200-1,200-100%$324.3K———
Legend Capital Advisors LLC
N/A—1,200-1,200-100%$324.4K———
Flow Traders U.S. LLC
N/A—1,189-1,189-100%$321.0K———
Broadleaf Partners, LLC
N/A—1,181-1,181-100%$319.2K———
MWA Asset Management
N/A—1,181-1,181-100%$319.2K———
Stonebridge Capital Management Inc
N/A—1,180-1,180-100%$319.0K———
Warner Group LLC
N/A—1,176-1,176-100%$317.9K———
Pine Harbor Wealth Management, LLC
N/A—1,175-1,175-100%$317.5K———
Maimon Wealth Management Ltd.
N/A—1,173-1,173-100%$317.1K———
E-Wealth Partners, LLC
N/A—1,170-1,170-100%$316.3K———
Prostatis Group LLC
N/A—1,170-1,170-100%$316.2K———
Mayport, LLC
N/A—1,167-1,167-100%$315.3K———
EWA, LLC
N/A—1,159-1,159-100%$313.4K———
Truepoint, Inc.
N/A—1,156-1,156-100%$312.5K———
Symphony Financial Services, Inc.
N/A—1,156-1,156-100%$312.4K———
Westshore Wealth, LLC
N/A—1,155-1,155-100%$312.3K———
Goepper Burkhardt LLC
N/A—1,153-1,153-100%$311.7K———
X-Square Capital, LLC
N/A—1,152-1,152-100%$311.0K———
Constant Guidance Financial LLC
N/A—1,152-1,152-100%$311.4K———
Claret Asset Management Corp
N/A—1,148-1,148-100%$310.0K———
Blalock Williams, LLC
N/A—1,148-1,148-100%$310.3K———
Access Financial Services, Inc.
N/A—1,141-1,141-100%$308.4K———
Alexander Labrunerie & Co., Inc.
N/A—1,141-1,141-100%$308.4K———
Twin Peaks Wealth Advisors, LLC
N/A—1,140-1,140-100%$308.3K———
Bcgm Wealth Management, LLC
N/A—1,139-1,139-100%$307.8K———
Lbmc Investment Advisors, LLC
N/A—1,131-1,131-100%$305.7K———
Northstar Asset Management Inc
N/A—1,124-1,124-100%$303.8K———
Alesco Advisors, LLC, An ESL Co
N/A—1,122-1,122-100%$303.3K———
Sovereign Investment Advisors, LLC
N/A—1,120-1,120-100%$302.7K———
Wallace Capital Management Inc.
N/A—1,110-1,110-100%$300.0K———
Sunflower Bank, N.A.
N/A—1,105-1,105-100%$298.7K———
Ruggaard & Associates LLC
N/A—1,099-1,099-100%$297.2K———
Presidio Capital Management, LLC
N/A—1,097-1,097-100%$296.5K———
Bravera Wealth
N/A—1,092-1,092-100%$295.2K———
Barnes Pettey Financial Advisors, LLC
N/A—1,092-1,092-100%$295.2K———
Shufro Rose & Co LLC
N/A—1,091-1,091-100%$294.9K———
Northstar Advisory Group, LLC
N/A—1,090-1,090-100%$294.6K———
SGL Investment Advisors, Inc.
N/A—1,079-1,079-100%$295.3K———
Kapstone Financial Advisors LLC
N/A—1,079-1,079-100%$291.7K———
Spectrum Investment Advisors, Inc.
N/A—1,077-1,077-100%$291.1K———
Copley Financial Group, Inc.
N/A—1,075-1,075-100%$290.6K———
Prelude Capital Management, LLC
N/A—1,070-1,070-100%$289.2K———
Christine Messmer PC
N/A—1,069-1,069-100%$288.9K———
Strategic Investment Advisors / MI
N/A—1,068-1,068-100%$288.8K———
Brooks, Moore & Associates, Inc.
N/A—1,062-1,062-100%$287.1K———
Tulsa Wealth Advisors, Inc
N/A—1,056-1,056-100%$285.5K———
Cannon Wealth Management Services, LLC
N/A—1,056-1,056-100%$285.4K———
Calton & Associates, Inc.
N/A—1,054-1,054-100%$284.9K———
Alaethes Wealth, LLC
N/A—1,052-1,052-100%$284.4K———
Invst, LLC
N/A—1,051-1,051-100%$284.1K———
Navera Investment Management Ltd.
N/A—1,047-1,047-100%$282.9K———
Fosun International Ltd
N/A—1,047-1,047-100%$283.0K———
Stonebridge Financial Group, LLC / MO
N/A—1,044-1,044-100%$282.1K———
BSW Wealth Partners
N/A—1,034-1,034-100%$279.4K———
Jackson Thornton Wealth Management, LLC
N/A—1,031-1,031-100%$278.7K———
FreeGulliver LLC
N/A—1,011-1,011-100%$273.3K———
Expressive Wealth LLC
N/A—1,010-1,010-100%$273.1K———
Partners Capital Investment Group, LLP
N/A—1,002-1,002-100%$271.0K———
Sterneck Capital Management, LLC
N/A—1,000-1,000-100%$270.3K———
Plotkin Financial Advisors, LLC
N/A—992-992-100%$268.1K———
Harvest Investment Services, LLC
N/A—985-985-100%$266.2K———
Heartland Advisors Inc
N/A—980-980-100%$264.9K———
Aspire Growth Partners LLC
N/A—976-976-100%$263.8K———
Crux Wealth Advisors
N/A—968-968-100%$261.5K———
1 North Wealth Services LLC
N/A—967-967-100%$261.4K———
PAX Financial Group, LLC
N/A—961-961-100%$259.7K———
Peak Retirement Planning, Inc.
N/A—959-959-100%$259.2K———
Prosperity Bancshares Inc
N/A—955-955-100%$258.1K———
NorthStar Asset Management LLC
N/A—953-953-100%$257.6K———
Odyssey Group, LLC
N/A—952-952-100%$257.3K———
Shepherd Wealth Management Ltd Liability Co
N/A—952-952-100%$256.5K———
Bruce G. Allen Investments, LLC
N/A—950-950-100%$256.8K———
One Wealth Advisors, LLC
N/A—949-949-100%$256.5K———
Gardner Russo & Quinn LLC
N/A—947-947-100%$256.0K———
Sachetta, LLC
N/A—946-946-100%$255.6K———
CM Wealth Advisors LLC
N/A—943-943-100%$254.9K———
Resolute Wealth Strategies, LLC
N/A—937-937-100%$253.3K———
J. M. Brown & Associates Inc.
N/A—936-936-100%$252.9K———
Drake & Associates, LLC
N/A—934-934-100%$252.5K———
Estabrook Capital Management
N/A—933-933-100%$252.2K———
Oder Investment Management, LLC
N/A—933-933-100%$252.2K———
Cercano Management LLC
N/A—927-927-100%$250.6K———
Indie Asset Partners, LLC
N/A—925-925-100%$250.0K———
Cura Wealth Advisors, LLC
N/A—924-924-100%$249.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—924-924-100%$250.0K———
Pacific Point Advisors, LLC
N/A—920-920-100%$248.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—920-920-100%$248.7K———
Sivia Capital Partners, LLC
N/A—913-913-100%$246.8K———
Sykon Capital LLC
N/A—908-908-100%$245.4K———
Planning Alternatives LTD
N/A—907-907-100%$245.2K———
Fortis Capital Management LLC
N/A—902-902-100%$243.8K———
Corsicana & Co.
N/A—901-901-100%$243.5K———
Sompo Asset Management Co., Ltd.
N/A—900-900-100%$243.3K———
Garden State Investment Advisory Services LLC
N/A—900-900-100%$243.5K———
Delos Wealth Advisors, LLC
N/A—895-895-100%$241.9K———
Graver Capital Management, LLC
N/A—894-894-100%$241.7K———
Parkwoods Wealth Partners, LLC
N/A—891-891-100%$240.8K———
Landing Point Financial Group, LLC
N/A—889-889-100%$240.4K———
Elm Partners Management LLC
N/A—887-887-100%$239.8K———
Parallax Volatility Advisers, L.P.
N/A—878-878-100%$237.3K———
Caitlin John, LLC
N/A—871-871-100%$235.4K———
Safeguard Investment Advisory Group, LLC
N/A—870-870-100%$235.0K———
Prepared Retirement Institute LLC
N/A—870-870-100%$235.3K———
Riverview Trust Co
N/A—865-865-100%$233.8K———
Holistic Financial Partners
N/A—864-864-100%$233.5K———
Koss-Olinger Consulting, LLC
N/A—863-863-100%$233.2K———
SSI Investment Management LLC
N/A—861-861-100%$232.7K———
Oberweis Asset Management Inc/
N/A—856-856-100%$231.4K———
Parvin Asset Management, LLC
N/A—855-855-100%$231.1K———
Graticule Asia Macro Advisors LLC
N/A—853-853-100%$230.6K———
Audent Global Asset Management, LLC
N/A—851-851-100%$230.0K———
Delaney Capital Management Ltd.
N/A—850-850-100%$229.8K———
URS Advisory LLC
N/A—845-845-100%$228.5K———
Orion Investment Co
N/A—844-844-100%$228.1K———
CTC Alternative Strategies, Ltd.
N/A—840-840-100%$227.1K———
Aspen Grove Capital, LLC
N/A—838-838-100%$226.7K———
Conservest Capital Advisors, Inc.
N/A—837-837-100%$226.3K———
Chokshi & Queen Wealth Advisors, Inc
N/A—835-835-100%$225.7K———
Joule Financial, LLC
N/A—834-834-100%$225.6K———
Mendel Capital Management LLC
N/A—824-824-100%$222.8K———
Summit Wealth & Retirement Planning, Inc.
N/A—824-824-100%$222.7K———
Fiducient Advisors LLC
N/A—823-823-100%$222.5K———
FSA Advisors, Inc.
N/A—820-820-100%$221.7K———
Havemeyer Place LP
N/A—819-819-100%$221.4K———
Proactive Wealth Strategies LLC
N/A—819-819-100%$221.5K———
Liberty Square Wealth Partners LLC
N/A—818-818-100%$221.1K———
Northwest Quadrant Wealth Management, LLC
N/A—818-818-100%$221.2K———
Windsor Advisory Group, LLC
N/A—817-817-100%$220.9K———
Retirement Planning Group, LLC / NY
N/A—815-815-100%$220.2K———
Coastwise Capital Group, LLC
N/A—814-814-100%$220.0K———
Mark Sheptoff Financial Planning, LLC
N/A—814-814-100%$220.0K———
Forefront Wealth Partners, LLC
N/A—808-808-100%$218.4K———
Henson-Edgewater Management, LLC
N/A—805-805-100%$221.9K———
Adams Wealth Management
N/A—803-803-100%$217.1K———
CacheTech Inc.
N/A—803-803-100%$217.1K———
Wittenberg Investment Management, Inc.
N/A—800-800-100%$216.2K———
Marietta Investment Partners LLC
N/A—800-800-100%$216.2K———
Aspire Capital Advisors LLC
N/A—798-798-100%$215.6K———
MorganRosel Wealth Management, LLC
N/A—797-797-100%$215.4K———
Kelly Lawrence W & Associates Inc
N/A—797-797-100%$215.5K———
Wall Street Financial Group, Inc.
N/A—789-789-100%$213.3K———
Calydon Capital
N/A—788-788-100%$213.1K———
Red Wave Investments LLC
N/A—787-787-100%$212.8K———
DiPaolo Financial Group, Inc.
N/A—786-786-100%$212.5K———
Ballast Advisors LLC
N/A—781-781-100%$211.1K———
Tripletail Wealth Management, LLC
N/A—778-778-100%$218.3K———
Prospect Financial Services LLC
N/A—776-776-100%$209.8K———
Counterweight Ventures, LLC
N/A—776-776-100%$209.8K———
Bank of the Bluegrass & Trust Co.
N/A—774-774-100%$178.7K———
Apriem Advisors
N/A—774-774-100%$209.2K———
Fort Sheridan Advisors LLC
N/A—768-768-100%$207.6K———
Magnolia Capital Advisors LLC
N/A—763-763-100%$206.2K———
one8zero8, LLC
N/A—762-762-100%$206.0K———
Wills Financial Group LLC
N/A—759-759-100%$205.2K———
Ruggiero Investments, Inc.
N/A—754-754-100%$203.8K———
Loomis Sayles & Co L P
N/A—751-751-100%$203.1K———
Regimen Wealth, LLC
N/A—750-750-100%$202.8K———
Wealth Advisors of Iowa, LLC
N/A—748-748-100%$202.3K———
Seven Springs Wealth Group, LLC
N/A—747-747-100%$201.9K———
Centiva Capital, LP
N/A—747-747-100%$201.9K———
Notis-McConarty Edward
N/A—745-745-100%$201.4K———
Custos Family Office, LLC
N/A—741-741-100%$200.3K———
Octavia Wealth Advisors, LLC
N/A—740-740-100%$200.0K———
Measured Wealth Private Client Group, LLC
N/A—739-739-100%$199.6K———
Rialto Wealth Management, LLC
N/A—723-723-100%$195.4K———
HHM Wealth Advisors, LLC
N/A—698-698-100%$188.7K———
Frazier Financial Advisors, LLC
N/A—650-650-100%$175.6K———
Dunhill Financial, LLC
N/A—636-636-100%$172.0K———
Ameriflex Group, Inc.
N/A—631-631-100%$170.6K———
LGT Financial Advisors LLC
N/A—622-622-100%$168.1K———
IMA Advisory Services, Inc.
N/A—616-616-100%$166.5K———
Quarry LP
N/A—609-609-100%$164.6K———
Meramec Financial Planners, LLC
N/A—588-588-100%$159.2K———
Allied Private Wealth LLC
N/A—581-581-100%$161.7K———
Dogwood Wealth Management LLC
N/A—577-577-100%$156.0K———
Darwin Wealth Management, LLC
N/A—569-569-100%$153.9K———
S&T Bank
N/A—566-566-100%$153.0K———
GW&K Investment Management, LLC
N/A—562-562-100%$152.0K———
JPL Wealth Management, LLC
N/A—547-547-100%$147.9K———
Cypress Capital Management LLC (WY)
N/A—535-535-100%$144.6K———
Bellevue Asset Management, LLC
N/A—521-521-100%$141.0K———
1015 Capital Partners, LLC
N/A—515-515-100%$139.2K———
Palladiem, LLC
N/A—501-501-100%$135.4K———
Cohen & Steers, Inc.
N/A—500-500-100%$135.0K———
Avalon Trust Co
N/A—488-488-100%$131.9K———
ESL Trust Services, LLC
N/A—470-470-100%$127.0K———
Godfrey Financial Associates, Inc.
N/A—467-467-100%$126.2K———
Fiduciary Financial Advisors
N/A—460-460-100%$122.4K———
Ogorek Anthony Joseph
N/A—457-457-100%$123.0K———
Ankerstar Wealth, LLC
N/A—456-456-100%$123.5K———
WealthCollab, LLC
N/A—450-450-100%$121.6K———
Horizon Bancorp Inc
N/A—436-436-100%$118.0K———
NI Acquisitions Company, LLC
N/A—427-427-100%$115.4K———
Mcguire Capital Advisors Inc
N/A—425-425-100%$114.8K———
Paladin Advisory Group, LLC
N/A—418-418-100%$113.1K———
Beaird Harris Wealth Management, LLC
N/A—417-417-100%$112.8K———
Nalls Sherbakoff Group, LLC
N/A—416-416-100%$112.3K———
Quantum Portfolio Management LLC
N/A—395-395-100%$106.8K———
Westend Capital Management, LLC
N/A—365-365-100%$98.7K———
Basepoint Wealth LLC
N/A—358-358-100%$96.8K———
Reyl & Cie S.A.
N/A—356-356-100%$110.9K———
Twin Lakes Capital Management, LLC
N/A—353-353-100%$95.4K———
Game Plan Financial Advisors, LLC
N/A—351-351-100%$94.9K———
Strive Financial Group,LLC
N/A—343-343-100%$92.7K———
Silicon Valley Capital Partners
N/A—331-331-100%$89.5K———
Roble, Belko & Company, Inc
N/A—314-314-100%$85.0K———
Luminist Capital LLC
N/A—292-292-100%$78.9K———
Consultiva Wealth Management, Corp.
N/A—272-272-100%$73.5K———
Wellington-Altus USA Inc.
N/A—267-267-100%$83.0K———
Hollencrest Capital Management
N/A—266-266-100%$71.8K———
Oakmont Advisory Group, LLC
N/A—264-264-100%$71.2K———
Security National Bank of Sioux City Iowa
N/A—264-264-100%$71.4K———
Manning & Napier Advisors LLC
N/A—259-259-100%$70.0K———
Kemnay Advisory Services Inc.
N/A—257-257-100%$69.5K———
Lummis Asset Management, LP
N/A—251-251-100%$67.8K———
PlanVest Financial, Inc
N/A—241-241-100%$65.2K———
Cornerstone Financial Management LLC
N/A—233-233-100%$63.0K———
Walsh & Associates, LLC
N/A—230-230-100%$62.2K———
PIN OAK Investment Advisors Inc
N/A—228-228-100%$62.0K———
Toews Corp
N/A—225-225-100%$60.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—223-223-100%$60.3K———
Cbiz Investment Advisory Services, LLC
N/A—218-218-100%$67.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—212-212-100%$57.3K———
Davis Asset Management, L.P.
N/A—200-200-100%$54.1K———
Westfuller Advisors, LLC
N/A—180-180-100%$48.6K———
Index Technologies Group LLC
N/A—179-179-100%$48.4K———
Kerr Financial Planning Corp
N/A—177-177-100%$47.8K———
Copia Wealth Management
N/A—166-166-100%$44.9K———
Greykasell Wealth Strategies, Inc.
N/A—165-165-100%$44.6K———
Financial Life Planners
N/A—165-165-100%$44.5K———
Tidemark, LLC
N/A—161-161-100%$43.6K———
Morse Asset Management, Inc
N/A—160-160-100%$43.3K———
Tanglewood Legacy Advisors, LLC
N/A—150-150-100%$40.5K———
Accent Capital Management, LLC
N/A—150-150-100%$40.5K———
Meeder Asset Management Inc
N/A—147-147-100%$39.7K———
Imprint Wealth LLC
N/A—142-142-100%$38.4K———
Kilter Group LLC
N/A—142-142-100%$38.4K———
Regatta Research & Money Management
N/A—140-140-100%$37.8K———
Marshall Investment Management, LLC
N/A—133-133-100%$36.0K———
Pinney & Scofield, Inc.
N/A—132-132-100%$35.7K———
HFM Investment Advisors, LLC
N/A—131-131-100%$35.4K———
Napier Financial, LLC
N/A—129-129-100%$34.9K———
Boreal Capital Management LLC
N/A—128-128-100%$34.6K———
Chelsea Counsel Co
N/A—125-125-100%$33.8K———
Financial Gravity Companies, Inc.
N/A—123-123-100%$33.2K———
1248 Management, LLC
N/A—122-122-100%$33.0K———
New Age Alpha Advisors, LLC
N/A—119-119-100%$32.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—116-116-100%$31.4K———
Abound Financial, LLC
N/A—98-98-100%$26.5K———
Proffitt & Goodson Inc
N/A—96-96-100%$26.0K———
Leo H. Evart, Inc.
N/A—94-94-100%$25.4K———
HighMark Wealth Management LLC
N/A—93-93-100%$25.1K———
Seneschal Advisors, LLC
N/A—78-78-100%$21.1K———
Security National Bank of SO DAK
N/A—76-76-100%$20.5K———
Harborfront Financial Group LLC
N/A—59-59-100%$16.0K———
TD Capital Management LLC
N/A—58-58-100%$15.6K———
Mpwm Advisory Solutions, LLC
N/A—55-55-100%$15.0K———
Penserra Capital Management LLC
N/A—54-54-100%$14———
Raffa Wealth Management, LLC
N/A—52-52-100%$14.1K———
Nova Wealth Management, Inc.
N/A—45-45-100%$12.2K———
Clal Insurance Enterprises Holdings Ltd
N/A—40-40-100%$11———
Atomic Invest LLC
N/A—37-37-100%$10.0K———
USA Financial Formulas
N/A—37-37-100%$10.0K———
Anchor Bay Capital, Inc.
N/A—33-33-100%$9.0K———
Park Square Financial Group, LLC
N/A—30-30-100%$8.1K———
Bard Associates Inc
N/A—25-25-100%$6.8K———
Osbon Capital Management LLC
N/A—24-24-100%$6.5K———
Hamrick Investment Counsel, llc
N/A—20-20-100%$5.4K———
Graney & King, LLC
N/A—20-20-100%$5.4K———
Harvest Fund Management Co., Ltd
N/A—19-19-100%$5———
Sumitomo Mitsui Financial Group, Inc.
N/A—15-15-100%$4.1K———
Providence Capital Advisors, LLC
N/A—12-12-100%$3.2K———
Philadelphia Investment Partners, LLC
N/A—11-11-100%$3.0K———
Atlas Capital Advisors Inc.
N/A—10-10-100%$2.7K———
Investment Counsel Co of Nevada
N/A—10-10-100%$2.7K———
FWL Investment Management, LLC
N/A—8-8-100%$2.2K———
Benson Wealth Management Inc
N/A—8-8-100%$2.2K———
Outlook Capital Management, LLC
N/A—3-3-100%$811———
Ross\johnson & Associates LLC
N/A—2-2-100%$541———
Showing 3562 of 3562 institutions