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Merck & Co. Inc. (MRK)

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
Shares61,565,702 from 60,744,214
Change+821,488 (+1%)
Value$8.9B (+$1.1B)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares41,699,432 from 38,516,263
Change+3,183,169 (+8%)
Value$6.1B (+$1.1B)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares18,234,901 from 18,340,173
Change-105,272 (-1%)
Value$2.6B (+$293.0M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares16,273,588 from 17,486,486
Change-1,212,898 (-7%)
Value$2.4B (+$118.1M)
Filed 2026-11-04
Amundi
INCREASED
Shares14,942,865 from 12,342,274
Change+2,600,591 (+21%)
Value$2.2B (+$585.4M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares13,056,483 from 11,964,180
Change+1,092,303 (+9%)
Value$1.9B (+$359.8M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares7,238,848 from 7,286,803
Change-47,955 (-1%)
Value$1.1B (+$115.5M)
Filed 2026-11-06
Swedbank AB
INCREASED
Shares7,092,813 from 6,360,649
Change+732,164 (+12%)
Value$1.0B (+$213.3M)
Filed 2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares6,549,087 from 6,184,340
Change+364,747 (+6%)
Value$951.6M (+$157.0M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares5,979,041 from 6,169,107
Change-190,066 (-3%)
Value$868.8M (+$76.1M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
INCREASED
Shares5,901,003 from 5,427,912
Change+473,091 (+9%)
Value$879.5K (+$240.8K)
Filed 2026-10-27
LSV Asset Management
DECREASED
Shares5,077,473 from 5,299,408
Change-221,935 (-4%)
Value$737.8K (-$680.2M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares4,993,097 from 6,793,897
Change-1,800,800 (-27%)
Value$725.5M (-$147.5M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares4,790,400 from 4,751,479
Change+38,921 (+1%)
Value$696.1M (+$85.5M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares3,854,180 from 3,614,905
Change+239,275 (+7%)
Value$560.1M (+$95.5M)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares3,760,757 from 3,836,733
Change-75,976 (-2%)
Value$546.5M (+$53.5M)
Filed 2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares3,287,708 from 3,729,950
Change-442,242 (-12%)
Value$480.5M (+$250.0K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares2,804,592 from 2,308,510
Change+496,082 (+21%)
Value$407.5M (+$110.9M)
Filed 2026-10-30
MacKenzie Financial Corp
INCREASED
Shares2,664,105 from 2,373,431
Change+290,674 (+12%)
Value$387.1M (+$82.1M)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares2,640,053 from 2,340,397
Change+299,656 (+13%)
Value$383.6K (-$300.4M)
Filed 2026-11-05
Smead Capital Management, Inc.
DECREASED
Shares2,305,916 from 2,334,468
Change-28,552 (-1%)
Value$335.1M (+$35.1M)
Filed 2026-10-16
Robeco Institutional Asset Management B.V.
DECREASED
Shares2,254,739 from 2,373,993
Change-119,254 (-5%)
Value$327.6M (+$22.6M)
Filed 2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED
Shares2,224,345 from 2,398,834
Change-174,489 (-7%)
Value$325.1M (+$16.4M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares2,165,166 from 2,578,024
Change-412,858 (-16%)
Value$316.4M (-$15.5M)
Filed 2026-11-06
New York State Teachers Retirement System
DECREASED
Shares1,834,338 from 1,919,612
Change-85,274 (-4%)
Value$266.5K (-$246.4M)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares1,793,130 from 2,033,072
Change-239,942 (-12%)
Value$260.6M (-$690.0K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,778,501 from 1,625,531
Change+152,970 (+9%)
Value$232.2M (+$48.7M)
Filed 2026-10-13
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares1,640,300 from 1,640,300
Change0 (0%)
Value$238.4M (+$27.8M)
Filed 2026-11-02
Assenagon Asset Management S.A.
DECREASED
Shares1,569,968 from 2,702,992
Change-1,133,024 (-42%)
Value$228.1M (-$119.2M)
Filed 2026-10-15
SEB Asset Management AB
DECREASED
Shares1,567,582 from 1,656,056
Change-88,474 (-5%)
Value$227.8M (+$15.0M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares1,546,860 from 1,561,329
Change-14,469 (-1%)
Value$224.8M (+$24.1M)
Filed 2026-11-05
Great Lakes Advisors, LLC
DECREASED
Shares1,514,760 from 1,595,891
Change-81,131 (-5%)
Value$220.1M (+$15.0M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares1,483,394 from 1,500,619
Change-17,225 (-1%)
Value$215.6M (+$22.7M)
Filed 2026-11-05
Candriam S.C.A.
INCREASED
Shares1,467,627 from 1,419,478
Change+48,149 (+3%)
Value$214.0M (+$31.8M)
Filed 2026-11-03
Pictet Asset Management Holding SA
INCREASED
Shares1,452,324 from 1,451,505
Change+819 (+0%)
Value$211.1M (+$24.6M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares1,423,042 from 1,354,765
Change+68,277 (+5%)
Value$206.8M (+$32.7M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares1,395,502 from 1,341,298
Change+54,204 (+4%)
Value$202.8M (+$30.4M)
Filed 2026-11-06
Asset Management One Co., Ltd.
INCREASED
Shares1,392,593 from 1,380,043
Change+12,550 (+1%)
Value$202.4M (+$25.0M)
Filed 2026-10-27
Regions Financial Corp
DECREASED
Shares1,286,183 from 1,304,390
Change-18,207 (-1%)
Value$186.9M (+$19.3M)
Filed 2026-11-05
Quilter Plc
INCREASED
Shares1,194,172 from 1,192,514
Change+1,658 (+0%)
Value$173.5M (+$20.3M)
Filed 2026-10-21
Beutel, Goodman & Co Ltd.
DECREASED
Shares1,188,702 from 2,073,206
Change-884,504 (-43%)
Value$172.7K (-$266.2M)
Filed 2026-11-04
Cardano Risk Management B.V.
INCREASED
Shares1,175,613 from 970,317
Change+205,296 (+21%)
Value$170.8K (+$46.1K)
Filed 2026-10-20
UniSuper Management Pty Ltd
DECREASED
Shares1,162,352 from 1,188,632
Change-26,280 (-2%)
Value$168.9M (+$16.2M)
Filed 2026-10-26
Aegon Asset Management UK PLC
DECREASED
Shares1,132,069 from 1,169,722
Change-37,653 (-3%)
Value$164.5M (+$14.2M)
Filed 2026-11-04
KBC Group NV
DECREASED
Shares1,107,435 from 1,131,286
Change-23,851 (-2%)
Value$160.9K (-$145.2M)
Filed 2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,090,990 from 1,252,379
Change-161,389 (-13%)
Value$158.5M (-$2.4M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares1,087,071 from 1,149,713
Change-62,642 (-5%)
Value$158.0M (+$10.2M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
DECREASED
Shares1,079,069 from 1,305,364
Change-226,295 (-17%)
Value$156.8M (-$10.9M)
Filed 2026-11-03
King Luther Capital Management Corp
DECREASED
Shares1,074,431 from 1,087,068
Change-12,637 (-1%)
Value$156.1M (+$16.4M)
Filed 2026-11-05
Lazard Freres Gestion S.A.S.
DECREASED
Shares1,049,281 from 1,149,281
Change-100,000 (-9%)
Value$152.5K (-$147.5M)
Filed 2026-11-03
CIBC Asset Management Inc
DECREASED
Shares1,011,673 from 1,155,669
Change-143,996 (-12%)
Value$147.0M (-$1.5M)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares999,374 from 1,058,220
Change-58,846 (-6%)
Value$145.2M (+$9.2M)
Filed 2026-10-30
Antipodes Partners Ltd
DECREASED
Shares904,674 from 1,097,509
Change-192,835 (-18%)
Value$131.5M (-$9.6M)
Filed 2026-11-05
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares878,654 from 1,038,236
Change-159,582 (-15%)
Value$127.7M (-$5.7M)
Filed 2026-10-30
Temasek Holdings (Private) Ltd
INCREASED
Shares854,841 from 816,101
Change+38,740 (+5%)
Value$124.2M (+$19.3M)
Filed 2026-10-28
Keybank National Association
DECREASED
Shares833,279 from 847,233
Change-13,954 (-2%)
Value$121.1M (+$12.2M)
Filed 2026-11-04
J. Safra Sarasin Holding AG
DECREASED
Shares815,936 from 987,390
Change-171,454 (-17%)
Value$102.1M (+$1.2M)
Filed 2026-10-26
Calamos Advisors LLC
INCREASED
Shares799,616 from 650,503
Change+149,113 (+23%)
Value$116.2M (+$32.6M)
Filed 2026-11-02
State of New Jersey Common Pension Fund D
DECREASED
Shares797,645 from 799,427
Change-1,782 (0%)
Value$115.9M (+$13.2M)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
DECREASED
Shares757,222 from 790,796
Change-33,574 (-4%)
Value$110.0M (+$8.4M)
Filed 2026-11-04
Nykredit A/S
INCREASED
Shares735,306 from 718,471
Change+16,835 (+2%)
Value$106.8M (+$14.5M)
Filed 2026-11-06
Mn Services Vermogensbeheer B.V.
INCREASED
Shares730,921 from 720,421
Change+10,500 (+1%)
Value$106.2K (-$92.5M)
Filed 2026-10-08
Sarasin & Partners LLP
DECREASED
Shares711,274 from 736,662
Change-25,388 (-3%)
Value$103.4M (+$8.7M)
Filed 2026-10-13
Bahl & Gaynor LLC
DECREASED
Shares710,203 from 742,880
Change-32,677 (-4%)
Value$103.2M (+$7.7M)
Filed 2026-11-05
Czech National Bank
INCREASED
Shares708,878 from 703,007
Change+5,871 (+1%)
Value$103.0M (+$12.7M)
Filed 2026-10-13
Midwest Trust Co
DECREASED
Shares697,609 from 738,473
Change-40,864 (-6%)
Value$101.4M (+$6.5M)
Filed 2026-10-22
Arizona State Retirement System
INCREASED
Shares695,157 from 686,042
Change+9,115 (+1%)
Value$101.0M (+$12.9M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares650,890 from 663,390
Change-12,500 (-2%)
Value$94.6M (+$9.3M)
Filed 2026-10-27
Cacti Asset Management LLC
DECREASED
Shares644,977 from 645,299
Change-322 (0%)
Value$96.3M (+$13.4M)
Filed 2026-10-01
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares629,819 from 694,815
Change-64,996 (-9%)
Value$91.5M (+$2.2M)
Filed 2026-10-20
Nisa Investment Advisors, LLC
DECREASED
Shares628,453 from 649,381
Change-20,928 (-3%)
Value$91.9M (+$7.9M)
Filed 2026-10-20
Old Republic International Corp
DECREASED
Shares605,100 from 705,600
Change-100,500 (-14%)
Value$87.9K (-$2.8K)
Filed 2026-10-26
IFM Investors Pty Ltd
INCREASED
Shares590,635 from 571,235
Change+19,400 (+3%)
Value$85.8M (+$12.4M)
Filed 2026-10-14
Mondrian Investment Partners LTD
DECREASED
Shares584,046 from 1,473,945
Change-889,899 (-60%)
Value$84.9M (-$104.5M)
Filed 2026-10-23
Daiwa Securities Group Inc.
INCREASED
Shares574,866 from 543,300
Change+31,566 (+6%)
Value$83.5M (+$13.7M)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares545,082 from 545,517
Change-435 (0%)
Value$79.2M (+$9.1M)
Filed 2026-11-03
Aberdeen Group plc
DECREASED
Shares544,186 from 4,309,756
Change-3,765,570 (-87%)
Value$40.0M (-$513.8M)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares534,194 from 552,007
Change-17,813 (-3%)
Value$77.6M (+$6.7M)
Filed 2026-10-28
Douglas Lane & Associates, LLC
DECREASED
Shares532,699 from 552,155
Change-19,456 (-4%)
Value$77.4M (+$6.5M)
Filed 2026-10-09
Kornitzer Capital Management Inc
DECREASED
Shares523,861 from 539,543
Change-15,682 (-3%)
Value$76.1M (+$6.8M)
Filed 2026-11-03
Radnor Capital Management, LLC
DECREASED
Shares517,832 from 518,900
Change-1,068 (0%)
Value$75.2M (+$8.6M)
Filed 2026-10-23
Retirement Systems of Alabama
DECREASED
Shares517,385 from 518,855
Change-1,470 (0%)
Value$75.2M (+$8.5M)
Filed 2026-11-04
ProShare Advisors LLC
DECREASED
Shares514,903 from 517,507
Change-2,604 (0%)
Value$74.8M (+$8.3M)
Filed 2026-10-29
Compass Capital Management, Inc
DECREASED
Shares510,258 from 567,099
Change-56,841 (-10%)
Value$74.1M (+$1.3M)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
INCREASED
Shares500,267 from 492,922
Change+7,345 (+1%)
Value$72.7M (+$9.4M)
Filed 2026-10-27
Xponance LLC
INCREASED
Shares488,363 from 473,483
Change+14,880 (+3%)
Value$71.0M (+$10.1M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares485,697 from 354,395
Change+131,302 (+37%)
Value$69.9M (+$25.4M)
Filed 2026-10-16
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares483,050 from 443,208
Change+39,842 (+9%)
Value$70.2M (+$13.2M)
Filed 2026-10-30
OFI Invest Asset Management
DECREASED
Shares481,142 from 569,512
Change-88,370 (-16%)
Value$61.7M (-$2.4M)
Filed 2026-11-06
Pinnacle Associates LTD
DECREASED
Shares481,066 from 486,775
Change-5,709 (-1%)
Value$69.9M (+$7.4M)
Filed 2026-10-20
Neos Investment Management LLC
INCREASED
Shares463,650 from 404,459
Change+59,191 (+15%)
Value$67.4M (+$15.4M)
Filed 2026-11-04
Florida Trust Wealth Management Co
DECREASED
Shares462,659 from 496,731
Change-34,072 (-7%)
Value$67.2M (+$3.4M)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares460,802 from 462,927
Change-2,125 (0%)
Value$67.0M (+$7.5M)
Filed 2026-10-19
Rockland Trust Co
DECREASED
Shares458,433 from 490,049
Change-31,616 (-6%)
Value$66.6M (+$3.6M)
Filed 2026-10-05
Rakuten Investment Management, Inc.
INCREASED
Shares443,001 from 404,114
Change+38,887 (+10%)
Value$66.1M (+$13.8M)
Filed 2026-10-30
Nichols & Pratt Advisers LLP
DECREASED
Shares440,528 from 442,799
Change-2,271 (-1%)
Value$63.4M (+$6.5M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares438,661 from 469,217
Change-30,556 (-7%)
Value$63.7K (-$60.2M)
Filed 2026-11-02
Gateway Investment Advisers LLC
INCREASED
Shares438,489 from 433,052
Change+5,437 (+1%)
Value$63.7M (+$8.1M)
Filed 2026-10-13
Achmea Investment Management B.V.
INCREASED
Shares433,980 from 115,829
Change+318,151 (+275%)
Value$63.1M (+$48.2M)
Filed 2026-10-30
Amalgamated Bank
DECREASED
Shares422,623 from 434,306
Change-11,683 (-3%)
Value$61.4K (-$55.7M)
Filed 2026-10-23
Fort Washington Investment Advisors Inc
DECREASED
Shares419,350 from 666,931
Change-247,581 (-37%)
Value$60.9M (-$24.8M)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED
Shares418,131 from 373,604
Change+44,527 (+12%)
Value$60.1M (+$13.3M)
Filed 2026-11-04
Vaughan David Investments LLC
DECREASED
Shares417,632 from 418,482
Change-850 (0%)
Value$60.7K (-$53.7M)
Filed 2026-11-05
Corda Investment Management, Llc.
DECREASED
Shares412,866 from 420,154
Change-7,288 (-2%)
Value$60.0M (+$6.0M)
Filed 2026-10-22
Banque Pictet & CIE SA
DECREASED
Shares408,397 from 503,429
Change-95,032 (-19%)
Value$59.3M (-$5.3M)
Filed 2026-10-16
Vontobel Holding Ltd.
INCREASED
Shares405,780 from 385,052
Change+20,728 (+5%)
Value$59.0M (+$9.5M)
Filed 2026-10-16
Virginia Retirement Systems ET Al
DECREASED
Shares396,338 from 619,138
Change-222,800 (-36%)
Value$57.6M (-$22.0M)
Filed 2026-10-28
AIA Group Ltd
DECREASED
Shares394,399 from 449,725
Change-55,326 (-12%)
Value$57.3M (-$479.5K)
Filed 2026-10-30
Boston Trust Walden Corp
DECREASED
Shares393,390 from 447,062
Change-53,672 (-12%)
Value$57.2M (-$284.0K)
Filed 2026-10-30
Raiffeisen Bank International AG
DECREASED
Shares393,322 from 397,662
Change-4,340 (-1%)
Value$58.7M (+$7.3M)
Filed 2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares389,679 from 468,644
Change-78,965 (-17%)
Value$56.1K (-$3.5K)
Filed 2026-10-22
Meyer Handelman Co
INCREASED
Shares383,153 from 382,328
Change+825 (+0%)
Value$55.7M (+$6.5M)
Filed 2026-10-28
Glenview Trust Co
INCREASED
Shares382,160 from 381,609
Change+551 (+0%)
Value$55.5M (+$6.5M)
Filed 2026-10-28
Ethic Inc.
INCREASED
Shares378,857 from 358,041
Change+20,816 (+6%)
Value$55.1M (+$9.0M)
Filed 2026-11-03
OP Asset Management Ltd
INCREASED
Shares375,060 from 278,454
Change+96,606 (+35%)
Value$54.5M (+$18.7M)
Filed 2026-11-05
Illinois Municipal Retirement Fund
DECREASED
Shares373,534 from 379,986
Change-6,452 (-2%)
Value$54.3M (+$5.5M)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
DECREASED
Shares369,628 from 376,644
Change-7,016 (-2%)
Value$53.7M (+$5.3M)
Filed 2026-10-05
Lido Advisors, LLC
DECREASED
Shares368,851 from 378,859
Change-10,008 (-3%)
Value$53.6M (+$4.7M)
Filed 2026-11-04
Smith Chas P & Associates PA Cpas
DECREASED
Shares352,837 from 359,598
Change-6,761 (-2%)
Value$51.5M (+$5.3M)
Filed 2026-10-22
ABN Amro Investment Solutions
INCREASED
Shares348,817 from 309,009
Change+39,808 (+13%)
Value$50.7M (+$11.0M)
Filed 2026-10-21
Waters Parkerson & Co., LLC
INCREASED
Shares346,726 from 344,962
Change+1,764 (+1%)
Value$50.4M (+$6.1M)
Filed 2026-11-04
Avanza Fonder AB
INCREASED
Shares343,904 from 300,014
Change+43,890 (+15%)
Value$50.0M (+$11.4M)
Filed 2026-10-13
Letko, Brosseau & Associates Inc
DECREASED
Shares343,632 from 347,489
Change-3,857 (-1%)
Value$49.9M (+$5.3M)
Filed 2026-11-06
New York Life Investment Management LLC
DECREASED
Shares343,200 from 343,960
Change-760 (0%)
Value$49.9M (+$5.7M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares338,758 from 323,733
Change+15,025 (+5%)
Value$49.2M (+$7.6M)
Filed 2026-11-02
Quintet Private Bank (Europe) S.A.
INCREASED
Shares337,040 from 280,988
Change+56,052 (+20%)
Value$49.0M (+$12.9M)
Filed 2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares329,146 from 332,735
Change-3,589 (-1%)
Value$47.8M (+$5.1M)
Filed 2026-10-23
Generali Asset Management SPA SGR
INCREASED
Shares321,336 from 303,564
Change+17,772 (+6%)
Value$46.7M (+$7.7M)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares316,278 from 309,626
Change+6,652 (+2%)
Value$46.0M (+$6.2M)
Filed 2026-10-28
Welch & Forbes LLC
DECREASED
Shares314,529 from 316,952
Change-2,423 (-1%)
Value$45.7M (+$5.0M)
Filed 2026-11-04
Norris Perne & French LLP
DECREASED
Shares311,151 from 319,460
Change-8,309 (-3%)
Value$45.2M (+$4.2M)
Filed 2026-10-23
Howard Capital Management Group, LLC
INCREASED
Shares308,312 from 307,822
Change+490 (+0%)
Value$44.8M (+$5.2M)
Filed 2026-10-16
Heritage Investors Management Corp
DECREASED
Shares305,012 from 316,592
Change-11,580 (-4%)
Value$44.3K (-$40.6M)
Filed 2026-10-29
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares303,382 from 416,139
Change-112,757 (-27%)
Value$44.1M (-$9.4M)
Filed 2026-10-22
Oregon Public Employees Retirement Fund
DECREASED
Shares303,334 from 303,684
Change-350 (0%)
Value$44.1M (+$5.1M)
Filed 2026-10-30
Private Wealth Partners, LLC
DECREASED
Shares300,590 from 301,750
Change-1,160 (0%)
Value$43.7M (+$4.9M)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares291,808 from 252,444
Change+39,364 (+16%)
Value$42.4M (+$10.0M)
Filed 2026-10-21
State of Alaska, Department of Revenue
DECREASED
Shares291,587 from 299,881
Change-8,294 (-3%)
Value$42.4K (-$38.5M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares291,487 from 280,871
Change+10,616 (+4%)
Value$42.4M (+$6.3M)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares289,347 from 217,819
Change+71,528 (+33%)
Value$42.0M (+$14.1M)
Filed 2026-10-29
Conning Inc.
DECREASED
Shares287,061 from 344,967
Change-57,906 (-17%)
Value$41.7M (-$2.6M)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares285,781 from 208,546
Change+77,235 (+37%)
Value$36.7M (+$9.9M)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares284,416 from 256,709
Change+27,707 (+11%)
Value$41.3M (+$8.3M)
Filed 2026-11-06
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares279,448 from 202,568
Change+76,880 (+38%)
Value$40.6M (+$14.6M)
Filed 2026-10-20
Natixis
DECREASED
Shares272,759 from 280,187
Change-7,428 (-3%)
Value$39.6M (+$3.6M)
Filed 2026-11-06
Factory Mutual Insurance Co
DECREASED
Shares271,361 from 280,024
Change-8,663 (-3%)
Value$39.4M (+$3.4M)
Filed 2026-10-30
CapWealth Advisors, LLC
DECREASED
Shares270,888 from 273,326
Change-2,438 (-1%)
Value$39.4M (+$4.2M)
Filed 2026-10-05
Americana Partners, LLC
DECREASED
Shares268,094 from 280,165
Change-12,071 (-4%)
Value$39.0M (+$3.0M)
Filed 2026-10-28
Braun Stacey Associates Inc
DECREASED
Shares266,745 from 272,942
Change-6,197 (-2%)
Value$38.8M (+$3.7M)
Filed 2026-10-19
Adams Diversified Equity Fund, Inc.
DECREASED
Shares265,400 from 270,300
Change-4,900 (-2%)
Value$38.6M (+$3.8M)
Filed 2026-10-21
Savant Capital, LLC
INCREASED
Shares265,285 from 220,270
Change+45,015 (+20%)
Value$38.5M (+$11.0M)
Filed 2026-11-06
Thompson Siegel & Walmsley LLC
DECREASED
Shares265,205 from 274,133
Change-8,928 (-3%)
Value$38.5K (-$35.2M)
Filed 2026-11-05
Citizens Financial Group Inc
INCREASED
Shares262,163 from 261,913
Change+250 (+0%)
Value$38.2M (+$4.6M)
Filed 2026-10-23
ASR Vermogensbeheer N.V.
DECREASED
Shares256,084 from 275,102
Change-19,018 (-7%)
Value$37.2M (+$1.9M)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares255,729 from 242,175
Change+13,554 (+6%)
Value$37.2M (+$6.0M)
Filed 2026-10-23
Alps Advisors Inc
DECREASED
Shares254,734 from 452,664
Change-197,930 (-44%)
Value$37.0M (-$21.2M)
Filed 2026-11-03
Mutual of America Capital Management LLC
DECREASED
Shares251,954 from 254,075
Change-2,121 (-1%)
Value$36.6M (+$4.0M)
Filed 2026-10-23
LBP AM SA
DECREASED
Shares248,000 from 369,803
Change-121,803 (-33%)
Value$36.0M (-$11.5M)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares245,031 from 271,897
Change-26,866 (-10%)
Value$35.6M (+$674.0K)
Filed 2026-10-14
Crossmark Global Holdings, Inc.
DECREASED
Shares242,083 from 264,831
Change-22,748 (-9%)
Value$35.2M (+$1.1M)
Filed 2026-10-21
Fiera Capital Corp
INCREASED
Shares239,165 from 223,353
Change+15,812 (+7%)
Value$34.8M (+$6.1M)
Filed 2026-11-06
Willis Investment Counsel
DECREASED
Shares238,067 from 312,767
Change-74,700 (-24%)
Value$34.6M (-$5.6M)
Filed 2026-10-20
Wilkins Investment Counsel Inc
DECREASED
Shares229,333 from 244,471
Change-15,138 (-6%)
Value$33.3M (+$1.9M)
Filed 2026-11-03
Highland Capital Management, LLC
DECREASED
Shares227,463 from 233,452
Change-5,989 (-3%)
Value$33.1M (+$3.1M)
Filed 2026-10-26
Yousif Capital Management, LLC
DECREASED
Shares222,533 from 226,047
Change-3,514 (-2%)
Value$32.3M (+$3.3M)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares221,177 from 209,288
Change+11,889 (+6%)
Value$32.1M (+$5.2M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares219,900 from 113,353
Change+106,547 (+94%)
Value$32.0M (+$17.4M)
Filed 2026-10-28
Capital Investment Advisors, LLC
DECREASED
Shares219,765 from 376,564
Change-156,799 (-42%)
Value$31.9M (-$16.5M)
Filed 2026-10-22
Everett Harris & Co
DECREASED
Shares217,526 from 221,036
Change-3,510 (-2%)
Value$31.6M (+$3.2M)
Filed 2026-10-28
Godsey & Gibb, Inc
DECREASED
Shares217,021 from 224,875
Change-7,854 (-3%)
Value$31.5M (+$2.6M)
Filed 2026-10-14
Boston Common Asset Management, LLC
INCREASED
Shares214,998 from 198,228
Change+16,770 (+8%)
Value$31.2M (+$5.8M)
Filed 2026-10-13
RWC Asset Management LLP
INCREASED
Shares213,563 from 209,086
Change+4,477 (+2%)
Value$31.0M (+$4.2M)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares210,115 from 280,575
Change-70,460 (-25%)
Value$30.5M (-$5.5M)
Filed 2026-11-04
Stack Financial Management, Inc
DECREASED
Shares208,988 from 212,862
Change-3,874 (-2%)
Value$30.4M (+$3.0M)
Filed 2026-11-02
Tctc Holdings, LLC
INCREASED
Shares208,464 from 207,881
Change+583 (+0%)
Value$30.3M (+$3.6M)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares207,619 from 184,897
Change+22,722 (+12%)
Value$30.2M (+$6.4M)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
DECREASED
Shares204,655 from 223,656
Change-19,001 (-8%)
Value$29.7M (+$998.6K)
Filed 2026-10-23
General American Investors Co Inc
UNCHANGED
Shares204,326 from 204,326
Change0 (0%)
Value$29.7M (+$3.4M)
Filed 2026-11-02
Cardinal Capital Management, Inc.
DECREASED
Shares204,106 from 206,451
Change-2,345 (-1%)
Value$29.7M (+$3.1M)
Filed 2026-10-16
Abner Herrman & Brock LLC
INCREASED
Shares202,622 from 202,424
Change+198 (+0%)
Value$29.4K (+$3.4K)
Filed 2026-10-20
Foundation Resource Management Inc
DECREASED
Shares201,997 from 202,690
Change-693 (0%)
Value$29.4M (+$3.3M)
Filed 2026-10-19
Payden & Rygel
DECREASED
Shares200,660 from 200,960
Change-300 (0%)
Value$29.2K (-$25.8M)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares198,693 from 190,293
Change+8,400 (+4%)
Value$28.9M (+$4.4M)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares198,678 from 220,148
Change-21,470 (-10%)
Value$28.9M (+$580.9K)
Filed 2026-11-04
Eastern Bank
INCREASED
Shares195,900 from 191,760
Change+4,140 (+2%)
Value$28.5M (+$3.8M)
Filed 2026-10-05
Triglav Investments, D.O.O.
INCREASED
Shares195,306 from 193,541
Change+1,765 (+1%)
Value$28.4M (+$3.5M)
Filed 2026-11-06
Gulf International Bank (UK) Ltd
UNCHANGED
Shares193,075 from 193,075
Change0 (0%)
Value$28.1K (-$24.8M)
Filed 2026-10-20
Bank Pictet & Cie (Europe) AG
DECREASED
Shares190,354 from 232,596
Change-42,242 (-18%)
Value$27.7M (-$2.2M)
Filed 2026-10-20
Evergreen Capital Management LLC
DECREASED
Shares188,787 from 258,518
Change-69,731 (-27%)
Value$27.6M (-$5.8M)
Filed 2026-10-23
ARS Wealth Advisors Group, LLC
DECREASED
Shares177,018 from 177,518
Change-500 (0%)
Value$25.7M (+$2.9M)
Filed 2026-10-16
BAR Harbor Wealth Management
INCREASED
Shares175,817 from 174,340
Change+1,477 (+1%)
Value$25.5M (+$3.1M)
Filed 2026-10-21
Nemes Rush Group LLC
INCREASED
Shares175,608 from 175,548
Change+60 (+0%)
Value$25.5M (+$3.0M)
Filed 2026-11-04
GW Henssler & Associates LTD
DECREASED
Shares175,274 from 179,384
Change-4,110 (-2%)
Value$25.5M (+$2.4M)
Filed 2026-10-26
Arbejdsmarkedets Tillaegspension
DECREASED
Shares174,700 from 238,000
Change-63,300 (-27%)
Value$25.4M (-$5.2M)
Filed 2026-10-30
DDD Partners, LLC
DECREASED
Shares174,482 from 190,549
Change-16,067 (-8%)
Value$25.4M (+$868.4K)
Filed 2026-11-02
First National Trust Co
DECREASED
Shares174,145 from 179,140
Change-4,995 (-3%)
Value$25.3M (+$2.3M)
Filed 2026-10-28
JB Capital LLC
DECREASED
Shares173,329 from 174,917
Change-1,588 (-1%)
Value$25.2M (+$2.7M)
Filed 2026-10-19
Woodmont Investment Counsel LLC
DECREASED
Shares172,936 from 173,179
Change-243 (0%)
Value$25.1M (+$2.9M)
Filed 2026-10-29
Forbes J M & Co LLP
INCREASED
Shares172,114 from 171,186
Change+928 (+1%)
Value$25.0M (+$3.0M)
Filed 2026-10-16
Cadinha & Co LLC
INCREASED
Shares171,007 from 167,632
Change+3,375 (+2%)
Value$24.8M (+$3.3M)
Filed 2026-10-22
Grandfield & Dodd, LLC
DECREASED
Shares170,824 from 171,554
Change-730 (0%)
Value$24.8M (+$2.8M)
Filed 2026-10-29
Argent Capital Management LLC
DECREASED
Shares166,757 from 175,679
Change-8,922 (-5%)
Value$24.2M (+$1.7M)
Filed 2026-10-05
Salem Investment Counselors Inc
DECREASED
Shares166,272 from 176,330
Change-10,058 (-6%)
Value$24.3M (+$1.5M)
Filed 2026-10-13
Ibex Wealth Advisors
INCREASED
Shares165,708 from 103,751
Change+61,957 (+60%)
Value$24.1M (+$10.7M)
Filed 2026-11-06
Fisher Funds Management LTD
INCREASED
Shares165,132 from 151,132
Change+14,000 (+9%)
Value$24.0M (+$4.6M)
Filed 2026-10-13
Moran Wealth Management, LLC
DECREASED
Shares164,173 from 212,218
Change-48,045 (-23%)
Value$23.9M (-$3.4M)
Filed 2026-10-22
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED
Shares163,839 from 187,589
Change-23,750 (-13%)
Value$23.8M (-$297.7K)
Filed 2026-11-06
Bourgeon Capital Management LLC
DECREASED
Shares162,649 from 163,890
Change-1,241 (-1%)
Value$23.6M (+$2.6M)
Filed 2026-10-19
Oak Grove Capital LLC
INCREASED
Shares160,388 from 158,885
Change+1,503 (+1%)
Value$23.3M (+$2.9M)
Filed 2026-10-09
Kimelman & Baird, LLC
UNCHANGED
Shares160,179 from 160,179
Change0 (0%)
Value$23.3M (+$2.7M)
Filed 2026-11-03
Talbot Financial, LLC
DECREASED
Shares159,949 from 160,158
Change-209 (0%)
Value$23.2M (+$2.7M)
Filed 2026-10-19
Intact Investment Management Inc.
DECREASED
Shares158,600 from 202,100
Change-43,500 (-22%)
Value$23.0M (-$2.9M)
Filed 2026-11-03
Roffman Miller Associates Inc
DECREASED
Shares158,198 from 228,418
Change-70,220 (-31%)
Value$23.0M (-$6.4M)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares157,110 from 145,564
Change+11,546 (+8%)
Value$22.9M (+$4.1M)
Filed 2026-11-05
Stockman Wealth Management, Inc.
DECREASED
Shares156,931 from 169,661
Change-12,730 (-7%)
Value$22.8M (+$1.0M)
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares153,953 from 156,209
Change-2,256 (-1%)
Value$22.4M (+$2.3M)
Filed 2026-10-26
Applied Finance Capital Management, LLC
INCREASED
Shares152,435 from 133,454
Change+18,981 (+14%)
Value$22.2M (+$5.0M)
Filed 2026-11-03
Maryland State Retirement & Pension System
INCREASED
Shares151,368 from 133,373
Change+17,995 (+13%)
Value$22.0M (+$4.9M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares150,213 from 51,433
Change+98,780 (+192%)
Value$21.8M (+$15.2M)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares150,102 from 130,290
Change+19,812 (+15%)
Value$21.8M (+$5.1M)
Filed 2026-10-22
Central Securities Corp
UNCHANGED
Shares150,000 from 150,000
Change0 (0%)
Value$21.8M (+$2.5M)
Filed 2026-11-06
Parthenon LLC
DECREASED
Shares148,512 from 149,637
Change-1,125 (-1%)
Value$21.6M (+$2.4M)
Filed 2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED
Shares147,415 from 138,092
Change+9,323 (+7%)
Value$21.0M (+$3.7M)
Filed 2026-10-13
Union Bancaire Privee, UBP SA
INCREASED
Shares145,953 from 108,638
Change+37,315 (+34%)
Value$33.9M (+$10.4M)
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares144,340 from 140,620
Change+3,720 (+3%)
Value$21.1M (+$2.9M)
Filed 2026-10-22
United Asset Strategies, Inc.
DECREASED
Shares143,358 from 143,654
Change-296 (0%)
Value$20.8M (+$2.4M)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares142,977 from 96,041
Change+46,936 (+49%)
Value$20.8M (+$8.4M)
Filed 2026-10-23
Bright Rock Capital Management, LLC
UNCHANGED
Shares142,000 from 142,000
Change0 (0%)
Value$20.6M (+$2.4M)
Filed 2026-10-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares140,363 from 150,778
Change-10,415 (-7%)
Value$20.4M (+$1.0M)
Filed 2026-10-05
Lmcg Investments, LLC
DECREASED
Shares139,764 from 141,678
Change-1,914 (-1%)
Value$20.3M (+$2.1M)
Filed 2026-10-21
Noesis Capital Mangement Corp
DECREASED
Shares138,215 from 138,569
Change-354 (0%)
Value$20.1M (+$2.3M)
Filed 2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED
Shares137,990 from 132,577
Change+5,413 (+4%)
Value$20.1M (+$3.0M)
Filed 2026-10-26
Eagle Global Advisors LLC
DECREASED
Shares137,660 from 138,101
Change-441 (0%)
Value$20.0M (+$2.3M)
Filed 2026-11-02
Tema Etfs LLC
INCREASED
Shares136,295 from 122,900
Change+13,395 (+11%)
Value$19.8M (+$4.0M)
Filed 2026-10-16
Montag A & Associates Inc
DECREASED
Shares133,813 from 136,408
Change-2,595 (-2%)
Value$19.6M (+$1.9M)
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares132,677 from 129,070
Change+3,607 (+3%)
Value$19.4M (+$2.7M)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares132,641 from 120,685
Change+11,956 (+10%)
Value$19.3M (+$3.8M)
Filed 2026-10-08
Hartford Investment Management Co
DECREASED
Shares132,093 from 136,591
Change-4,498 (-3%)
Value$19.2M (+$1.6M)
Filed 2026-11-04
Diversified Trust Co
DECREASED
Shares129,722 from 194,020
Change-64,298 (-33%)
Value$18.8M (-$6.1M)
Filed 2026-11-06
Fideuram Asset Management (Ireland) dac
DECREASED
Shares129,349 from 149,491
Change-20,142 (-13%)
Value$17.8M (+$68.6K)
Filed 2026-10-29
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares129,062 from 110,547
Change+18,515 (+17%)
Value$18.8M (+$4.5M)
Filed 2026-10-14
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares128,125 from 108,665
Change+19,460 (+18%)
Value$18.6M (+$4.7M)
Filed 2026-10-26
Franklin Street Advisors Inc
DECREASED
Shares128,104 from 137,989
Change-9,885 (-7%)
Value$18.6M (+$883.2K)
Filed 2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares128,018 from 127,783
Change+235 (+0%)
Value$18.6M (+$2.2M)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares125,784 from 126,728
Change-944 (-1%)
Value$18.3M (+$2.0M)
Filed 2026-10-08
American Assets Investment Management, LLC
UNCHANGED
Shares125,000 from 125,000
Change0 (0%)
Value$18.2M (+$2.1M)
Filed 2026-10-30
Woodstock Corp
INCREASED
Shares124,940 from 123,729
Change+1,211 (+1%)
Value$18.2M (+$2.3M)
Filed 2026-10-13
Edge Wealth Management LLC
INCREASED
Shares123,725 from 123,674
Change+51 (+0%)
Value$18.1M (+$2.2M)
Filed 2026-10-13
New Mexico Educational Retirement Board
UNCHANGED
Shares123,486 from 123,486
Change0 (0%)
Value$17.9K (-$15.9M)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares122,139 from 120,301
Change+1,838 (+2%)
Value$17.7M (+$2.3M)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares121,567 from 102,060
Change+19,507 (+19%)
Value$18.2M (+$5.1M)
Filed 2026-11-04
Tectonic Advisors LLC
DECREASED
Shares121,391 from 126,684
Change-5,293 (-4%)
Value$17.6M (+$1.4M)
Filed 2026-10-22
Louisiana State Employees Retirement System
DECREASED
Shares121,300 from 126,200
Change-4,900 (-4%)
Value$17.6M (+$1.4M)
Filed 2026-10-20
Park National Corp
DECREASED
Shares120,805 from 128,593
Change-7,788 (-6%)
Value$17.6M (+$1.0M)
Filed 2026-10-05
Goelzer Investment Management, Inc.
DECREASED
Shares120,547 from 122,719
Change-2,172 (-2%)
Value$17.5M (+$1.7M)
Filed 2026-10-16
GHP Investment Advisors, Inc.
INCREASED
Shares119,871 from 118,345
Change+1,526 (+1%)
Value$17.4M (+$2.2M)
Filed 2026-10-15
Imc-Chicago, LLC
NEW
Shares118,162
Change+118,162
Value$17.2M
Filed 2026-11-05
Foster Victor Wealth Advisors, LLC
DECREASED
Shares118,054 from 122,130
Change-4,076 (-3%)
Value$17.0M (+$2.2M)
Filed 2026-10-21
Farmers & Merchants Investments Inc
DECREASED
Shares117,469 from 117,788
Change-319 (0%)
Value$17.1M (+$1.9M)
Filed 2026-10-22
Eldred Rock Partners, LLC
INCREASED
Shares117,403 from 116,413
Change+990 (+1%)
Value$17.1M (+$2.1M)
Filed 2026-10-13
Monarch Capital Management Inc
DECREASED
Shares116,622 from 119,322
Change-2,700 (-2%)
Value$17.0M (+$1.6M)
Filed 2026-10-19
Park Avenue Securities LLC
INCREASED
Shares114,282 from 106,866
Change+7,416 (+7%)
Value$16.6K (-$13.7M)
Filed 2026-10-26
Matthew Goff Investment Advisor, LLC
DECREASED
Shares114,040 from 115,209
Change-1,169 (-1%)
Value$16.6M (+$1.8M)
Filed 2026-10-13
Crestwood Advisors Group, LLC
DECREASED
Shares113,654 from 114,219
Change-565 (0%)
Value$16.5M (+$1.8M)
Filed 2026-10-27
SP Asset Management LLC
DECREASED
Shares113,315 from 115,831
Change-2,516 (-2%)
Value$16.5M (+$1.6M)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares112,981 from 112,376
Change+605 (+1%)
Value$16.4M (+$2.0M)
Filed 2026-11-06
Old National Bancorp
DECREASED
Shares112,974 from 145,489
Change-32,515 (-22%)
Value$16.4M (-$2.3M)
Filed 2026-10-20
Hennessy Advisors Inc
DECREASED
Shares112,100 from 114,850
Change-2,750 (-2%)
Value$16.3M (+$1.5M)
Filed 2026-10-28
Camden National Bank
DECREASED
Shares111,950 from 113,039
Change-1,089 (-1%)
Value$16.3M (+$1.7M)
Filed 2026-11-02
Washington Trust Bank
DECREASED
Shares110,353 from 114,877
Change-4,524 (-4%)
Value$16.0M (+$1.3M)
Filed 2026-11-03
Cullen Investment Group, Ltd.
DECREASED
Shares109,838 from 110,982
Change-1,144 (-1%)
Value$16.0M (+$1.7M)
Filed 2026-10-13
Central Trust Co
DECREASED
Shares109,337 from 109,411
Change-74 (0%)
Value$15.9M (+$1.8M)
Filed 2026-11-05
Community Bank, N.A.
DECREASED
Shares109,214 from 112,906
Change-3,692 (-3%)
Value$15.9M (+$1.4M)
Filed 2026-11-06
Trust Co of Vermont
INCREASED
Shares108,036 from 106,435
Change+1,601 (+2%)
Value$15.7M (+$2.0M)
Filed 2026-10-21
Philip James Wealth Mangement, LLC
DECREASED
Shares106,934 from 173,727
Change-66,793 (-38%)
Value$15.5M (-$6.8M)
Filed 2026-10-27
Columbia Asset Management
DECREASED
Shares106,836 from 110,475
Change-3,639 (-3%)
Value$15.5M (+$1.3M)
Filed 2026-10-19
Naples Global Advisors, LLC
DECREASED
Shares106,230 from 106,535
Change-305 (0%)
Value$15.5M (+$1.7M)
Filed 2026-11-05
Buck Wealth Strategies, LLC
DECREASED
Shares106,074 from 113,226
Change-7,152 (-6%)
Value$15.4M (+$864.0K)
Filed 2026-10-28
Griffin Asset Management, Inc.
DECREASED
Shares105,570 from 110,155
Change-4,585 (-4%)
Value$15.3M (+$1.2M)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED
Shares103,510 from 108,426
Change-4,916 (-5%)
Value$15.0M (+$1.1M)
Filed 2026-10-16
Jacobs & Co
DECREASED
Shares102,942 from 103,952
Change-1,010 (-1%)
Value$15.0K (+$1.6K)
Filed 2026-10-09
Bokf, NA
DECREASED
Shares102,438 from 114,907
Change-12,469 (-11%)
Value$14.9M (+$119.7K)
Filed 2026-10-27
First Nebraska Trust Co
DECREASED
Shares102,205 from 104,140
Change-1,935 (-2%)
Value$14.9M (+$1.5M)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares100,519 from 94,992
Change+5,527 (+6%)
Value$14.6M (+$2.4M)
Filed 2026-10-08
Clark & Stuart, Inc
DECREASED
Shares100,119 from 101,766
Change-1,647 (-2%)
Value$14.6M (+$1.5M)
Filed 2026-10-14
Viking Fund Management LLC
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$14.5M (+$1.7M)
Filed 2026-10-14
Cardinal Capital Management
INCREASED
Shares99,742 from 96,235
Change+3,507 (+4%)
Value$14.6M (+$2.1M)
Filed 2026-10-21
Narwhal Capital Management
INCREASED
Shares99,557 from 99,503
Change+54 (+0%)
Value$14.5M (+$1.7M)
Filed 2026-11-04
Middleton & Co Inc
DECREASED
Shares99,242 from 110,274
Change-11,032 (-10%)
Value$14.4M (+$250.6K)
Filed 2026-10-23
Patten & Patten Inc
DECREASED
Shares99,008 from 99,256
Change-248 (0%)
Value$14.4M (+$1.6M)
Filed 2026-10-26
Avantax Planning Partners, Inc.
DECREASED
Shares98,819 from 100,354
Change-1,535 (-2%)
Value$14.4M (+$1.5M)
Filed 2026-11-03
UMB Bank, n.a.
DECREASED
Shares98,344 from 103,503
Change-5,159 (-5%)
Value$14.3M (+$990.2K)
Filed 2026-11-06
Premier Fund Managers Ltd
DECREASED
Shares97,620 from 109,020
Change-11,400 (-10%)
Value$14.6K (-$14.1M)
Filed 2026-11-02
Tufton Capital Management
DECREASED
Shares97,178 from 98,272
Change-1,094 (-1%)
Value$14.1K (-$12.6M)
Filed 2026-10-20
Moors & Cabot, Inc.
INCREASED
Shares96,460 from 94,665
Change+1,795 (+2%)
Value$14.0M (+$1.9M)
Filed 2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares96,250 from 93,000
Change+3,250 (+3%)
Value$14.0M (+$2.0M)
Filed 2026-10-22
Sky Investment Group LLC
INCREASED
Shares95,928 from 82,126
Change+13,802 (+17%)
Value$13.9M (+$3.4M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares95,794 from 100,135
Change-4,341 (-4%)
Value$13.9M (+$1.1M)
Filed 2026-11-05
Greenleaf Trust
INCREASED
Shares94,749 from 81,295
Change+13,454 (+17%)
Value$13.8M (+$3.3M)
Filed 2026-10-29
Parsons Capital Management Inc
INCREASED
Shares94,495 from 94,146
Change+349 (+0%)
Value$13.7M (+$1.6M)
Filed 2026-10-28
Lynch & Associates
DECREASED
Shares93,496 from 93,866
Change-370 (0%)
Value$13.6M (+$1.5M)
Filed 2026-10-13
Tompkins Financial Corp
DECREASED
Shares92,848 from 93,472
Change-624 (-1%)
Value$13.5M (+$1.5M)
Filed 2026-10-05
Brighton Jones LLC
INCREASED
Shares92,728 from 90,183
Change+2,545 (+3%)
Value$13.5M (+$1.9M)
Filed 2026-11-03
Kintegral Advisory, LLC
INCREASED
Shares92,455 from 91,933
Change+522 (+1%)
Value$13.5M (+$1.6M)
Filed 2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares92,170 from 93,117
Change-947 (-1%)
Value$13.4M (+$1.4M)
Filed 2026-11-03
Linscomb Wealth, Inc.
DECREASED
Shares92,145 from 92,395
Change-250 (0%)
Value$13.4M (+$1.5M)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares91,784 from 101,296
Change-9,512 (-9%)
Value$13.3M (+$320.6K)
Filed 2026-11-05
John G Ullman & Associates Inc
DECREASED
Shares91,747 from 94,029
Change-2,282 (-2%)
Value$13.3M (+$1.2M)
Filed 2026-11-04
Slocum, Gordon & Co LLP
DECREASED
Shares91,691 from 93,181
Change-1,490 (-2%)
Value$13.3M (+$1.3M)
Filed 2026-10-19
Hamel Associates, Inc.
DECREASED
Shares91,666 from 92,513
Change-847 (-1%)
Value$13.3M (+$1.4M)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
INCREASED
Shares91,296 from 89,372
Change+1,924 (+2%)
Value$13.3M (+$1.8M)
Filed 2026-10-16
Quadrant Capital Group LLC
INCREASED
Shares89,665 from 88,627
Change+1,038 (+1%)
Value$12.7M (+$1.3M)
Filed 2026-10-20
Associated Banc-Corp
DECREASED
Shares89,158 from 96,870
Change-7,712 (-8%)
Value$13.0M (+$507.8K)
Filed 2026-10-30
E. Ohman J:or Asset Management AB
INCREASED
Shares88,037 from 87,897
Change+140 (+0%)
Value$12.8M (+$1.5M)
Filed 2026-10-22
LEE Danner & Bass Inc
DECREASED
Shares88,032 from 89,248
Change-1,216 (-1%)
Value$12.8M (+$1.3M)
Filed 2026-10-27
Addenda Capital Inc.
UNCHANGED
Shares87,800 from 87,800
Change0 (0%)
Value$12.8M (+$1.5M)
Filed 2026-10-13
Cutler Investment Counsel LLC
DECREASED
Shares87,332 from 87,765
Change-433 (0%)
Value$12.8M (+$1.4M)
Filed 2026-10-28
Neville Rodie & Shaw Inc
DECREASED
Shares86,922 from 87,699
Change-777 (-1%)
Value$12.6K (+$1.4K)
Filed 2026-10-05
NBT Bank, N.A.
DECREASED
Shares86,836 from 87,583
Change-747 (-1%)
Value$12.6M (+$1.4M)
Filed 2026-10-21
WealthBridge Investment Counsel Inc.
DECREASED
Shares84,215 from 85,640
Change-1,425 (-2%)
Value$12.2K (+$1.2K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
INCREASED
Shares83,464 from 83,307
Change+157 (+0%)
Value$12.1M (+$1.4M)
Filed 2026-10-26
Vest Financial, LLC
DECREASED
Shares83,182 from 85,329
Change-2,147 (-3%)
Value$12.1M (+$1.1M)
Filed 2026-10-21
GFS Advisors, LLC
INCREASED
Shares82,764 from 79,011
Change+3,753 (+5%)
Value$12.0M (+$12.0M)
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares82,581 from 170,247
Change-87,666 (-51%)
Value$12.1M (-$10.0M)
Filed 2026-10-16
LaFleur & Godfrey LLC
DECREASED
Shares81,223 from 85,476
Change-4,253 (-5%)
Value$11.8M (+$818.9K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
DECREASED
Shares81,129 from 81,443
Change-314 (0%)
Value$11.8M (+$1.3M)
Filed 2026-11-04
Thomas Story & SON LLC
DECREASED
Shares80,605 from 80,662
Change-57 (0%)
Value$11.7M (+$1.3M)
Filed 2026-10-13
Ninety One UK Ltd
DECREASED
Shares80,584 from 98,910
Change-18,326 (-19%)
Value$11.7M (-$1.0M)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares80,389 from 80,447
Change-58 (0%)
Value$11.7M (+$1.3M)
Filed 2026-10-28
Principle Wealth Partners LLC
INCREASED
Shares80,264 from 79,812
Change+452 (+1%)
Value$11.7M (+$1.4M)
Filed 2026-11-02
Birch Hill Investment Advisors LLC
DECREASED
Shares79,932 from 87,972
Change-8,040 (-9%)
Value$11.6M (+$310.5K)
Filed 2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED
Shares78,616 from 73,198
Change+5,418 (+7%)
Value$11.4M (+$2.0M)
Filed 2026-10-22
Nixon Peabody Trust Co
INCREASED
Shares78,263 from 77,974
Change+289 (+0%)
Value$11.4M (+$1.4M)
Filed 2026-10-23
Contravisory Investment Management, Inc.
INCREASED
Shares78,101 from 76,643
Change+1,458 (+2%)
Value$11.3M (+$1.5M)
Filed 2026-10-13
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares77,959 from 80,680
Change-2,721 (-3%)
Value$11.3M (+$960.8K)
Filed 2026-10-09
Carret Asset Management, LLC
DECREASED
Shares77,767 from 78,520
Change-753 (-1%)
Value$11.3M (+$1.2M)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares77,134 from 66,774
Change+10,360 (+16%)
Value$11.2M (+$2.6M)
Filed 2026-11-03
Live Oak Private Wealth LLC
DECREASED
Shares76,865 from 77,794
Change-929 (-1%)
Value$11.2M (+$1.2M)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares76,667 from 81,333
Change-4,666 (-6%)
Value$11.1M (+$689.2K)
Filed 2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares76,470 from 76,268
Change+202 (+0%)
Value$11.1M (+$1.3M)
Filed 2026-10-23
Convergence Investment Partners, LLC
INCREASED
Shares75,888 from 68,437
Change+7,451 (+11%)
Value$11.0M (+$2.2M)
Filed 2026-10-28
North Dakota State Investment Board
INCREASED
Shares75,774 from 72,931
Change+2,843 (+4%)
Value$11.0M (+$1.6M)
Filed 2026-10-27
Clifford Swan Investment Counsel LLC
DECREASED
Shares75,166 from 75,680
Change-514 (-1%)
Value$10.9M (+$1.2M)
Filed 2026-11-05
Busey Bank
DECREASED
Shares74,923 from 76,140
Change-1,217 (-2%)
Value$10.9M (+$1.1M)
Filed 2026-10-26
Sowell Financial Services LLC
DECREASED
Shares74,918 from 75,015
Change-97 (0%)
Value$10.9M (+$1.2M)
Filed 2026-10-23
Royal Fund Management, LLC
INCREASED
Shares74,606 from 71,225
Change+3,381 (+5%)
Value$10.8M (+$1.7M)
Filed 2026-10-22
First Citizens Bank & Trust Co
INCREASED
Shares74,394 from 64,055
Change+10,339 (+16%)
Value$10.8M (+$2.6M)
Filed 2026-10-14
Plato Investment Management Ltd
DECREASED
Shares74,220 from 74,299
Change-79 (0%)
Value$10.8M (+$1.3M)
Filed 2026-11-05
iA Global Asset Management Inc.
INCREASED
Shares73,853 from 69,634
Change+4,219 (+6%)
Value$10.7K (-$8.9M)
Filed 2026-10-29
Advocate Group LLC
DECREASED
Shares72,809 from 90,572
Change-17,763 (-20%)
Value$10.6M (-$1.1M)
Filed 2026-10-19
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares72,747 from 72,515
Change+232 (+0%)
Value$10.6M (+$1.3M)
Filed 2026-10-13
W Advisors, LLC
DECREASED
Shares71,990 from 72,472
Change-482 (-1%)
Value$10.5M (+$1.1M)
Filed 2026-11-02
Augustine Asset Management Inc
DECREASED
Shares71,690 from 72,655
Change-965 (-1%)
Value$10.4M (+$1.1M)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares71,510 from 73,273
Change-1,763 (-2%)
Value$10.4M (+$976.9K)
Filed 2026-11-06
Oak Harvest Investment Services
DECREASED
Shares71,274 from 82,981
Change-11,707 (-14%)
Value$10.4M (-$306.2K)
Filed 2026-10-20
Ledyard National Bank
DECREASED
Shares71,015 from 71,938
Change-923 (-1%)
Value$10.3M (+$1.1M)
Filed 2026-10-21
Trust Co of Toledo NA
DECREASED
Shares70,839 from 72,892
Change-2,053 (-3%)
Value$10.3M (+$927.0K)
Filed 2026-10-16
Jacobi Capital Management LLC
DECREASED
Shares70,784 from 71,539
Change-755 (-1%)
Value$10.3M (+$1.1M)
Filed 2026-11-05
Fulton Bank, N.A.
DECREASED
Shares70,401 from 80,029
Change-9,628 (-12%)
Value$10.2M (-$53.8K)
Filed 2026-10-14
Boit C F David
UNCHANGED
Shares70,283 from 70,283
Change0 (0%)
Value$10.2M (+$1.2M)
Filed 2026-10-29
Praxis Investment Management Inc
UNCHANGED
Shares70,254 from 70,254
Change0 (0%)
Value$10.2K (-$9.0M)
Filed 2026-11-03
Meridian Wealth Management, LLC
DECREASED
Shares70,170 from 79,604
Change-9,434 (-12%)
Value$10.2M (-$32.7K)
Filed 2026-11-05
Canandaigua National Bank & Trust Co
DECREASED
Shares70,117 from 83,853
Change-13,736 (-16%)
Value$10.2M (-$586.4K)
Filed 2026-10-07
Clear Trail Advisors, LLC
DECREASED
Shares69,860 from 71,003
Change-1,143 (-2%)
Value$10.2M (+$1.0M)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares69,626 from 67,467
Change+2,159 (+3%)
Value$10.1M (+$1.4M)
Filed 2026-10-22
Bonness Enterprises Inc
UNCHANGED
Shares69,500 from 69,500
Change0 (0%)
Value$10.1M (+$1.2M)
Filed 2026-10-08
Larson Financial Group LLC
INCREASED
Shares69,364 from 63,932
Change+5,432 (+9%)
Value$10.1M (+$1.9M)
Filed 2026-11-05
Carnegie Investment Counsel
DECREASED
Shares68,862 from 71,923
Change-3,061 (-4%)
Value$10.0M (+$764.2K)
Filed 2026-10-20
GF Fund Management Co. Ltd.
UNCHANGED
Shares68,652 from 68,652
Change0 (0%)
Value$10.0M (+$1.2M)
Filed 2026-10-26
1834 Investment Advisors Co
DECREASED
Shares68,478 from 82,232
Change-13,754 (-17%)
Value$10.0M (-$616.3K)
Filed 2026-10-16
Duncker Streett & Co Inc
INCREASED
Shares68,264 from 67,296
Change+968 (+1%)
Value$9.9M (+$1.3M)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
INCREASED
Shares68,175 from 64,313
Change+3,862 (+6%)
Value$9.9M (+$1.6M)
Filed 2026-10-13
Chemung Canal Trust Co
DECREASED
Shares67,676 from 69,649
Change-1,973 (-3%)
Value$9.8M (+$884.1K)
Filed 2026-11-04
SS&H Financial Advisors, Inc.
DECREASED
Shares67,443 from 67,643
Change-200 (0%)
Value$9.8K (-$8.7M)
Filed 2026-10-28
Marble Harbor Investment Counsel, LLC
DECREASED
Shares66,687 from 67,313
Change-626 (-1%)
Value$9.7M (+$1.0M)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares66,609 from 61,485
Change+5,124 (+8%)
Value$9.7M (+$1.8M)
Filed 2026-10-08
First American Bank
DECREASED
Shares65,776 from 68,055
Change-2,279 (-3%)
Value$9.6M (+$812.7K)
Filed 2026-10-27
Sterling Capital Management LLC
DECREASED
Shares65,526 from 108,307
Change-42,781 (-39%)
Value$9.5M (-$4.4M)
Filed 2026-10-22
Brick & Kyle, Associates
INCREASED
Shares65,300 from 64,914
Change+386 (+1%)
Value$9.5M (+$1.7M)
Filed 2026-11-05
Roberts Wealth Advisors, LLC
DECREASED
Shares64,453 from 65,645
Change-1,192 (-2%)
Value$9.4M (+$930.3K)
Filed 2026-10-14
Mill Capital Management, LLC
DECREASED
Shares64,213 from 64,413
Change-200 (0%)
Value$9.3M (+$1.1M)
Filed 2026-10-26
Securian Asset Management, Inc
DECREASED
Shares64,086 from 65,631
Change-1,545 (-2%)
Value$9.3M (+$944.4K)
Filed 2026-11-06
Fishman JAY A LTD
INCREASED
Shares63,576 from 60,546
Change+3,030 (+5%)
Value$9.2M (+$1.5M)
Filed 2026-10-26
Stablepoint Partners, LLC
DECREASED
Shares63,375 from 67,206
Change-3,831 (-6%)
Value$9.2M (+$573.0K)
Filed 2026-11-03
Plimoth Trust Co LLC
INCREASED
Shares63,335 from 63,317
Change+18 (+0%)
Value$9.2M (+$1.1M)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares63,319 from 51,249
Change+12,070 (+24%)
Value$9.3M (+$2.6M)
Filed 2026-11-04
GAM Holding AG
DECREASED
Shares63,277 from 93,799
Change-30,522 (-33%)
Value$9.2M (-$2.9M)
Filed 2026-11-03
Financial Security Advisor, Inc.
DECREASED
Shares62,109 from 65,060
Change-2,951 (-5%)
Value$9.1M (+$662.5K)
Filed 2026-11-03
Global X Japan Co., Ltd.
DECREASED
Shares62,060 from 73,680
Change-11,620 (-16%)
Value$9.0M (-$449.9K)
Filed 2026-10-21
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares61,785 from 62,145
Change-360 (-1%)
Value$9.0M (+$992.3K)
Filed 2026-11-03
Northeast Investment Management
INCREASED
Shares61,570 from 57,478
Change+4,092 (+7%)
Value$8.9M (+$1.6M)
Filed 2026-10-30
Argyle Capital Management, LLC
DECREASED
Shares61,540 from 62,540
Change-1,000 (-2%)
Value$8.9M (+$906.0K)
Filed 2026-10-28
M Holdings Securities, Inc.
DECREASED
Shares61,526 from 62,566
Change-1,040 (-2%)
Value$9.1K (-$8.0M)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares61,332 from 57,124
Change+4,208 (+7%)
Value$8.9M (+$1.6M)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
DECREASED
Shares61,219 from 65,671
Change-4,452 (-7%)
Value$8.9M (+$457.1K)
Filed 2026-10-15
Perryman Financial Advisory Inc
INCREASED
Shares60,749 from 59,121
Change+1,628 (+3%)
Value$8.8M (+$1.2M)
Filed 2026-10-16
Cypress Capital Group
DECREASED
Shares60,637 from 62,260
Change-1,623 (-3%)
Value$8.8M (+$810.8K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED
Shares60,565 from 57,783
Change+2,782 (+5%)
Value$8.8M (+$1.4M)
Filed 2026-11-05
Cornerstone Advisors, LLC
NEW
Shares60,548
Change+60,548
Value$8.8M
Filed 2026-11-06
Biltmore Family Office, LLC
INCREASED
Shares60,453 from 60,446
Change+7 (+0%)
Value$8.8M (+$1.0M)
Filed 2026-11-03
Occidental Asset Management, LLC
INCREASED
Shares60,224 from 56,777
Change+3,447 (+6%)
Value$8.8M (+$1.5M)
Filed 2026-11-05
Baugh & Associates, LLC
INCREASED
Shares59,551 from 54,520
Change+5,031 (+9%)
Value$7.7M (+$661.6K)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares59,453 from 53,267
Change+6,186 (+12%)
Value$8.6M (+$1.8M)
Filed 2026-10-23
Pinkerton Wealth, LLC
DECREASED
Shares59,161 from 59,564
Change-403 (-1%)
Value$8.6M (+$1.4M)
Filed 2026-10-29
XML Financial, LLC
DECREASED
Shares57,643 from 59,108
Change-1,465 (-2%)
Value$8.4M (+$780.7K)
Filed 2026-10-29
North Star Investment Management Corp.
INCREASED
Shares57,632 from 57,526
Change+106 (+0%)
Value$8.4M (+$982.4K)
Filed 2026-10-27
True Freedom Investing, LLC
INCREASED
Shares57,475 from 56,676
Change+799 (+1%)
Value$8.4M (+$1.5M)
Filed 2026-10-29
Baker Avenue Asset Management, LP
INCREASED
Shares57,235 from 51,784
Change+5,451 (+11%)
Value$8.3M (+$1.7M)
Filed 2026-11-06
Tritonpoint Wealth, LLC
DECREASED
Shares56,913 from 58,703
Change-1,790 (-3%)
Value$8.3M (+$726.7K)
Filed 2026-10-19
Rossmore Private Capital
DECREASED
Shares56,621 from 57,121
Change-500 (-1%)
Value$8.3M (+$887.1K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares56,367 from 51,940
Change+4,427 (+9%)
Value$8.2M (+$1.5M)
Filed 2026-11-03
Wendell David Associates Inc
DECREASED
Shares56,340 from 56,376
Change-36 (0%)
Value$8.2K (-$7.2M)
Filed 2026-10-27
Valeo Financial Advisors, LLC
INCREASED
Shares55,775 from 54,116
Change+1,659 (+3%)
Value$8.1M (+$1.2M)
Filed 2026-10-08
Chesley Taft & Associates LLC
DECREASED
Shares55,613 from 55,810
Change-197 (0%)
Value$8.1M (+$909.5K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares55,298 from 54,726
Change+572 (+1%)
Value$8.0M (+$1.0M)
Filed 2026-10-20
Novem Group
DECREASED
Shares55,203 from 56,016
Change-813 (-1%)
Value$8.0M (+$823.6K)
Filed 2026-10-19
Globalt Investments LLC / GA
DECREASED
Shares54,896 from 56,795
Change-1,899 (-3%)
Value$8.0M (+$678.7K)
Filed 2026-10-27
Hanson & Doremus Investment Management
DECREASED
Shares54,444 from 56,094
Change-1,650 (-3%)
Value$7.9K (-$7.2M)
Filed 2026-10-16
Insight Wealth Strategies, LLC
DECREASED
Shares54,318 from 54,323
Change-5 (0%)
Value$7.9M (+$1.1M)
Filed 2026-10-09
NewSquare Capital LLC
INCREASED
Shares54,290 from 51,991
Change+2,299 (+4%)
Value$7.9M (+$1.2M)
Filed 2026-11-06
Cairn Investment Group, Inc.
DECREASED
Shares54,195 from 54,875
Change-680 (-1%)
Value$7.9K (-$7.0M)
Filed 2026-11-04
TCV Trust & Wealth Management, Inc.
DECREASED
Shares54,167 from 54,884
Change-717 (-1%)
Value$7.9M (+$818.4K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares54,016 from 44,565
Change+9,451 (+21%)
Value$7.8M (+$2.1M)
Filed 2026-10-13
Trust Co of Kansas
DECREASED
Shares53,998 from 57,331
Change-3,333 (-6%)
Value$7.8K (-$7.4M)
Filed 2026-11-06
Covenant Asset Management, LLC
UNCHANGED
Shares53,920 from 53,920
Change0 (0%)
Value$7.8M (+$906.4K)
Filed 2026-10-14
Chicago Capital, LLC
INCREASED
Shares53,716 from 27,111
Change+26,605 (+98%)
Value$7.8M (+$4.3M)
Filed 2026-10-13
Gibraltar Capital Management, Inc.
DECREASED
Shares53,221 from 55,200
Change-1,979 (-4%)
Value$7.7M (+$640.4K)
Filed 2026-10-27
Altrius Capital Management Inc
DECREASED
Shares53,198 from 54,671
Change-1,473 (-3%)
Value$7.7M (+$704.9K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
INCREASED
Shares52,769 from 42,883
Change+9,886 (+23%)
Value$7.7M (+$2.2M)
Filed 2026-11-05
KCM Investment Advisors LLC
DECREASED
Shares52,609 from 53,356
Change-747 (-1%)
Value$7.6M (+$788.4K)
Filed 2026-10-27
Philadelphia Trust Co
UNCHANGED
Shares52,416 from 52,416
Change0 (0%)
Value$7.6K (-$6.7M)
Filed 2026-11-05
Leuthold Group, LLC
INCREASED
Shares52,353 from 47,803
Change+4,550 (+10%)
Value$7.6M (+$1.5M)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares51,944 from 47,423
Change+4,521 (+10%)
Value$7.5M (+$1.5M)
Filed 2026-11-05
Searle & Co.
DECREASED
Shares51,913 from 54,913
Change-3,000 (-5%)
Value$7.5M (+$487.2K)
Filed 2026-11-04
Summit Global Investments
DECREASED
Shares51,867 from 52,039
Change-172 (0%)
Value$7.5K (-$6.7M)
Filed 2026-10-28
Excalibur Management Corp
DECREASED
Shares51,731 from 52,387
Change-656 (-1%)
Value$7.5M (+$785.2K)
Filed 2026-11-02
Letson Investment Management, Inc.
DECREASED
Shares51,669 from 51,824
Change-155 (0%)
Value$7.5M (+$848.5K)
Filed 2026-11-05
Courier Capital LLC
DECREASED
Shares51,562 from 53,603
Change-2,041 (-4%)
Value$7.5M (+$604.4K)
Filed 2026-10-19
New Hampshire Trust
DECREASED
Shares51,440 from 54,175
Change-2,735 (-5%)
Value$7.5M (+$513.3K)
Filed 2026-10-20
Leelyn Smith, LLC
DECREASED
Shares51,420 from 52,558
Change-1,138 (-2%)
Value$7.5M (+$718.1K)
Filed 2026-11-03
Pittenger & Anderson Inc
INCREASED
Shares51,257 from 50,965
Change+292 (+1%)
Value$7.4M (+$899.2K)
Filed 2026-11-02
HBK Sorce Advisory LLC
DECREASED
Shares50,664 from 54,037
Change-3,373 (-6%)
Value$7.4M (+$510.1K)
Filed 2026-11-06
Sage Capital Advisors,llc
INCREASED
Shares50,656 from 50,638
Change+18 (+0%)
Value$7.4M (+$853.7K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares50,511 from 72,281
Change-21,770 (-30%)
Value$7.3M (-$1.9M)
Filed 2026-10-15
Whitener Capital Management, Inc.
INCREASED
Shares50,378 from 45,420
Change+4,958 (+11%)
Value$7.3M (+$1.5M)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares50,029 from 50,083
Change-54 (0%)
Value$7.3M (+$834.0K)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED
Shares49,787 from 41,284
Change+8,503 (+21%)
Value$7.2M (+$1.9M)
Filed 2026-10-29
Wedbush Securities Inc
DECREASED
Shares49,633 from 51,952
Change-2,319 (-4%)
Value$7.2K (-$6.7M)
Filed 2026-10-22
Butensky & Cohen Financial Security, Inc
DECREASED
Shares49,493 from 52,582
Change-3,089 (-6%)
Value$7.2M (+$435.0K)
Filed 2026-10-13
Raab & Moskowitz Asset Management LLC
DECREASED
Shares49,400 from 51,773
Change-2,373 (-5%)
Value$7.2M (+$525.5K)
Filed 2026-11-02
Private Trust Co NA
INCREASED
Shares49,398 from 48,857
Change+541 (+1%)
Value$7.2M (+$899.9K)
Filed 2026-10-20
Nicholas Company, Inc.
UNCHANGED
Shares49,201 from 49,201
Change0 (0%)
Value$7.1M (+$827.1K)
Filed 2026-11-05
V-Square Quantitative Management LLC
INCREASED
Shares48,898 from 46,239
Change+2,659 (+6%)
Value$7.1M (+$1.2M)
Filed 2026-10-15
Strategy Asset Managers LLC
INCREASED
Shares48,703 from 36,924
Change+11,779 (+32%)
Value$7.1M (+$2.3M)
Filed 2026-10-14
Rockline Wealth Management, LLC
DECREASED
Shares48,630 from 49,547
Change-917 (-2%)
Value$7.1M (+$699.6K)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares48,573 from 49,526
Change-953 (-2%)
Value$7.1M (+$694.1K)
Filed 2026-10-13
Valley Wealth Managers, Inc.
DECREASED
Shares48,400 from 50,079
Change-1,679 (-3%)
Value$7.0M (+$597.9K)
Filed 2026-10-09
Violich Capital Management, Inc.
DECREASED
Shares48,307 from 50,257
Change-1,950 (-4%)
Value$7.0M (+$561.5K)
Filed 2026-10-05
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares48,294 from 41,894
Change+6,400 (+15%)
Value$7.0M (+$1.6M)
Filed 2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares48,184 from 48,113
Change+71 (+0%)
Value$7.0M (+$819.1K)
Filed 2026-10-29
Monte Financial Group, LLC
DECREASED
Shares48,179 from 51,508
Change-3,329 (-6%)
Value$7.0M (+$294.5K)
Filed 2026-11-02
Patrick M Sweeney & Associates, Inc
DECREASED
Shares48,177 from 48,210
Change-33 (0%)
Value$7.0M (+$805.7K)
Filed 2026-10-22
Modera Wealth Management, LLC
INCREASED
Shares48,012 from 47,191
Change+821 (+2%)
Value$7.0M (+$912.5K)
Filed 2026-10-28
Sava Infond d.o.o.
DECREASED
Shares47,930 from 88,000
Change-40,070 (-46%)
Value$7.0M (-$4.3M)
Filed 2026-10-28
Mengis Capital Management, Inc.
DECREASED
Shares47,764 from 48,873
Change-1,109 (-2%)
Value$6.9M (+$660.4K)
Filed 2026-10-13
Equitable Trust Co
DECREASED
Shares47,296 from 47,528
Change-232 (0%)
Value$6.9M (+$765.2K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED
Shares47,158 from 43,565
Change+3,593 (+8%)
Value$6.9M (+$1.3M)
Filed 2026-10-20
Sentry LLC
DECREASED
Shares47,027 from 47,856
Change-829 (-2%)
Value$6.8M (+$684.1K)
Filed 2026-10-30
Mather Group, Llc.
INCREASED
Shares46,970 from 46,891
Change+79 (+0%)
Value$6.8M (+$799.7K)
Filed 2026-10-14
Ipswich Investment Management Co., Inc.
DECREASED
Shares46,875 from 46,912
Change-37 (0%)
Value$6.8M (+$783.2K)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
INCREASED
Shares46,821 from 39,923
Change+6,898 (+17%)
Value$6.8M (+$1.7M)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares46,693 from 34,872
Change+11,821 (+34%)
Value$6.8M (+$2.3M)
Filed 2026-10-21
Bochk Asset Management Ltd
INCREASED
Shares46,500 from 44,360
Change+2,140 (+5%)
Value$6.8M (+$1.1M)
Filed 2026-10-29
Arnhold LLC
UNCHANGED
Shares46,498 from 46,498
Change0 (0%)
Value$6.8M (+$781.6K)
Filed 2026-10-26
Howland Capital Management LLC
INCREASED
Shares46,491 from 45,824
Change+667 (+1%)
Value$6.8M (+$867.7K)
Filed 2026-10-22
Confluence Wealth Services, Inc.
DECREASED
Shares46,396 from 49,534
Change-3,138 (-6%)
Value$6.7M (+$376.7K)
Filed 2026-11-05
Dana Investment Advisors, Inc.
DECREASED
Shares46,194 from 48,543
Change-2,349 (-5%)
Value$6.7M (+$474.7K)
Filed 2026-11-06
Nordwand Advisors, LLC
INCREASED
Shares46,175 from 45,976
Change+199 (+0%)
Value$6.7M (+$801.8K)
Filed 2026-11-05
Chatham Capital Group, Inc.
DECREASED
Shares46,142 from 46,191
Change-49 (0%)
Value$6.7M (+$769.2K)
Filed 2026-10-16
Advisortrust Partners, LLC
INCREASED
Shares45,887 from 42,883
Change+3,004 (+7%)
Value$6.7M (+$1.2M)
Filed 2026-11-02
Smith Salley Wealth Management
INCREASED
Shares45,867 from 45,198
Change+669 (+1%)
Value$6.7M (+$857.0K)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares45,472 from 42,950
Change+2,522 (+6%)
Value$6.6M (+$1.1M)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares45,399 from 63,772
Change-18,373 (-29%)
Value$6.6M (-$1.6M)
Filed 2026-10-28
Verdence Capital Advisors LLC
DECREASED
Shares45,379 from 49,521
Change-4,142 (-8%)
Value$6.6M (+$230.5K)
Filed 2026-10-26
Cullinan Associates Inc
DECREASED
Shares45,371 from 46,620
Change-1,249 (-3%)
Value$6.6M (+$602.2K)
Filed 2026-11-03
Citizens National Bank Trust Department
DECREASED
Shares45,331 from 45,606
Change-275 (-1%)
Value$6.6M (+$726.7K)
Filed 2026-11-04
Generali Investments, Management Co LLC
DECREASED
Shares45,260 from 58,747
Change-13,487 (-23%)
Value$6.6M (-$972.3K)
Filed 2026-10-19
Norden Group LLC
INCREASED
Shares45,210 from 45,186
Change+24 (+0%)
Value$6.6M (+$763.2K)
Filed 2026-10-20
Venture Visionary Partners LLC
DECREASED
Shares44,851 from 45,543
Change-692 (-2%)
Value$6.5M (+$665.0K)
Filed 2026-10-07
Hartline Investment Corp/
NEW
Shares44,817
Change+44,817
Value$6.5M
Filed 2026-10-29
ACR Alpine Capital Research, LLC
INCREASED
Shares44,670 from 41,146
Change+3,524 (+9%)
Value$6.5M (+$1.2M)
Filed 2026-11-02
Finer Wealth Management, Inc.
DECREASED
Shares44,527 from 45,368
Change-841 (-2%)
Value$6.5M (+$640.5K)
Filed 2026-10-16
Joel Isaacson & Co., LLC
INCREASED
Shares44,500 from 43,718
Change+782 (+2%)
Value$6.5M (+$848.6K)
Filed 2026-11-05
StoneX Group Inc.
INCREASED
Shares44,028 from 42,565
Change+1,463 (+3%)
Value$6.4M (+$923.8K)
Filed 2026-11-03
Inlet Private Wealth, LLC
DECREASED
Shares43,910 from 51,190
Change-7,280 (-14%)
Value$6.4M (-$197.4K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares43,902 from 37,663
Change+6,239 (+17%)
Value$6.3M (+$1.4M)
Filed 2026-10-08
Montgomery Investment Management Inc
UNCHANGED
Shares43,456 from 43,456
Change0 (0%)
Value$6.3M (+$730.5K)
Filed 2026-10-26
Ascent Group, LLC
INCREASED
Shares43,423 from 41,325
Change+2,098 (+5%)
Value$6.3M (+$999.4K)
Filed 2026-10-30
Krilogy Financial LLC
INCREASED
Shares43,376 from 40,378
Change+2,998 (+7%)
Value$6.3M (+$1.1M)
Filed 2026-10-13
First Pacific Financial
INCREASED
Shares43,248 from 41,379
Change+1,869 (+5%)
Value$6.3M (+$967.2K)
Filed 2026-10-14
Romano Brothers and Company
INCREASED
Shares43,199 from 43,197
Change+2 (0%)
Value$6.3M (+$726.4K)
Filed 2026-10-22
Strengthening Families & Communities, LLC
INCREASED
Shares43,176 from 41,350
Change+1,826 (+4%)
Value$6.3M (+$960.4K)
Filed 2026-10-21
Azzad Asset Management Inc
DECREASED
Shares42,966 from 87,982
Change-45,016 (-51%)
Value$6.2M (-$5.1M)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares42,785 from 48,777
Change-5,992 (-12%)
Value$6.2M (-$50.7K)
Filed 2026-10-27
Trek Financial, LLC
INCREASED
Shares42,611 from 8,583
Change+34,028 (+396%)
Value$6.2M (+$5.1M)
Filed 2026-10-29
Trilogy Capital Inc.
INCREASED
Shares42,574 from 40,029
Change+2,545 (+6%)
Value$6.2M (+$1.0M)
Filed 2026-10-20
Mitchell Sinkler & Starr
INCREASED
Shares42,571 from 42,391
Change+180 (+0%)
Value$6.2M (+$738.7K)
Filed 2026-10-13
180 Wealth Advisors, LLC
DECREASED
Shares42,467 from 44,833
Change-2,366 (-5%)
Value$6.2M (+$409.7K)
Filed 2026-11-03
Aviance Capital Partners, LLC
INCREASED
Shares42,338 from 42,110
Change+228 (+1%)
Value$6.2M (+$741.0K)
Filed 2026-10-29
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares42,026 from 44,060
Change-2,034 (-5%)
Value$6.1M (+$445.2K)
Filed 2026-10-16
SVB Wealth LLC
DECREASED
Shares41,969 from 44,766
Change-2,797 (-6%)
Value$6.1M (+$346.0K)
Filed 2026-11-06
Uncommon Cents Investing Inc
DECREASED
Shares41,961 from 42,216
Change-255 (-1%)
Value$6.1M (+$672.6K)
Filed 2026-10-20
AGF Management LTD
INCREASED
Shares41,814 from 18,816
Change+22,998 (+122%)
Value$6.1M (+$3.7M)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares41,806 from 39,089
Change+2,717 (+7%)
Value$6.1M (+$1.1M)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares41,436 from 29,762
Change+11,674 (+39%)
Value$6.0M (+$2.4M)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares41,199 from 45,541
Change-4,342 (-10%)
Value$6.0M (+$123.6K)
Filed 2026-10-23
Profund Advisors LLC
INCREASED
Shares41,177 from 33,549
Change+7,628 (+23%)
Value$6.0M (+$1.7M)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares40,929 from 39,351
Change+1,578 (+4%)
Value$5.9M (+$891.5K)
Filed 2026-11-05
Community Bank & Trust, Waco, Texas
INCREASED
Shares40,631 from 39,889
Change+742 (+2%)
Value$5.9K (-$5.1M)
Filed 2026-10-19
Stackstone Wealth, LLC
NEW
Shares40,283
Change+40,283
Value$5.9M
Filed 2026-10-19
Jamison Private Wealth Management, Inc.
INCREASED
Shares40,203 from 38,278
Change+1,925 (+5%)
Value$5.8M (+$923.3K)
Filed 2026-10-14
Studio Investment Management LLC
DECREASED
Shares40,178 from 40,605
Change-427 (-1%)
Value$5.9M (+$620.3K)
Filed 2026-10-22
AMG National Trust Bank
DECREASED
Shares40,031 from 42,236
Change-2,205 (-5%)
Value$5.8M (+$389.5K)
Filed 2026-11-05
Sivik Global Healthcare LLC
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$5.8M (+$5.8M)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares39,884 from 38,429
Change+1,455 (+4%)
Value$5.8M (+$857.5K)
Filed 2026-10-19
Asset Advisors Investment Management, LLC
UNCHANGED
Shares39,874 from 39,874
Change0 (0%)
Value$5.8M (+$670.3K)
Filed 2026-10-19
Petredis Investment Advisors LLC
INCREASED
Shares39,665 from 39,226
Change+439 (+1%)
Value$5.8M (+$723.2K)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares39,432 from 28,290
Change+11,142 (+39%)
Value$5.6M (+$2.1M)
Filed 2026-10-09
Chicago Partners Investment Group LLC
DECREASED
Shares38,899 from 39,284
Change-385 (-1%)
Value$5.7M (+$525.0K)
Filed 2026-10-27
Masterinvest Kapitalanlage GmbH
INCREASED
Shares38,749 from 38,103
Change+646 (+2%)
Value$5.6M (+$734.4K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares38,727 from 30,944
Change+7,783 (+25%)
Value$5.6M (+$1.7M)
Filed 2026-10-20
St. Louis Financial Planners Asset Management, LLC
INCREASED
Shares38,707 from 38,510
Change+197 (+1%)
Value$5.6M (+$576.2K)
Filed 2026-10-16
Diversify Wealth Management, LLC
INCREASED
Shares38,612 from 29,135
Change+9,477 (+33%)
Value$5.6M (+$1.8M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares38,612 from 29,135
Change+9,477 (+33%)
Value$5.6M (+$1.8M)
Filed 2026-10-20
Chicago Trust Co NA
DECREASED
Shares38,426 from 42,935
Change-4,509 (-10%)
Value$5.6M (+$66.5K)
Filed 2026-10-28
Founders Capital Management
DECREASED
Shares38,381 from 38,583
Change-202 (-1%)
Value$5.6M (+$619.2K)
Filed 2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares37,907 from 111,011
Change-73,104 (-66%)
Value$5.5M (-$8.8M)
Filed 2026-10-21
Welch Group, LLC
INCREASED
Shares37,868 from 37,231
Change+637 (+2%)
Value$5.5M (+$718.4K)
Filed 2026-10-29
Bdf-Gestion
DECREASED
Shares37,673 from 42,451
Change-4,778 (-11%)
Value$5.5M (+$2.2M)
Filed 2026-10-19
Hengehold Capital Management LLC
DECREASED
Shares37,648 from 47,453
Change-9,805 (-21%)
Value$5.5M (-$627.1K)
Filed 2026-10-16
TSP Capital Management Group, LLC
UNCHANGED
Shares37,594 from 37,594
Change0 (0%)
Value$5.5M (+$631.9K)
Filed 2026-10-15
Frank, Rimerman Advisors LLC
DECREASED
Shares37,403 from 37,710
Change-307 (-1%)
Value$5.4M (+$589.3K)
Filed 2026-10-16
Oakworth Capital, Inc.
INCREASED
Shares37,185 from 37,177
Change+8 (+0%)
Value$5.4M (+$641.6K)
Filed 2026-10-26
BG Investment Services, LLC
NEW
Shares37,120
Change+37,120
Value$5.4M
Filed 2026-10-23
VMS Asset Management Limited
NEW
Shares37,095
Change+37,095
Value$5.4M
Filed 2026-10-15
Lineweaver Wealth Advisors, LLC
INCREASED
Shares36,727 from 35,950
Change+777 (+2%)
Value$5.3M (+$717.2K)
Filed 2026-10-13
Jackson Square Capital, LLC
INCREASED
Shares36,297 from 34,686
Change+1,611 (+5%)
Value$5.3M (+$817.2K)
Filed 2026-10-19
Univest Financial Corp
INCREASED
Shares36,169 from 24,610
Change+11,559 (+47%)
Value$5.3M (+$2.1M)
Filed 2026-11-05
Caldwell Trust Co
INCREASED
Shares35,986 from 35,474
Change+512 (+1%)
Value$5.2M (+$670.7K)
Filed 2026-10-30
Boyd Watterson Asset Management LLC
INCREASED
Shares35,978 from 35,559
Change+419 (+1%)
Value$5.2M (+$658.6K)
Filed 2026-11-06
Manchester Capital Management LLC
DECREASED
Shares35,959 from 36,199
Change-240 (-1%)
Value$5.2M (+$573.6K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares35,930 from 41,616
Change-5,686 (-14%)
Value$5.2M (-$126.7K)
Filed 2026-10-15
Aprio Wealth Management, LLC
DECREASED
Shares35,740 from 35,856
Change-116 (0%)
Value$5.2M (+$585.9K)
Filed 2026-10-28
Lanark Financial, Inc.
DECREASED
Shares35,590 from 37,890
Change-2,300 (-6%)
Value$5.2M (+$302.6K)
Filed 2026-10-26
CX Institutional
DECREASED
Shares35,530 from 95,317
Change-59,787 (-63%)
Value$5.2K (-$7.1K)
Filed 2026-10-02
Symphony Financial, Ltd. Co.
DECREASED
Shares35,530 from 35,684
Change-154 (0%)
Value$5.3M (+$649.4K)
Filed 2026-10-22
Family Legacy, Inc.
INCREASED
Shares35,486 from 35,196
Change+290 (+1%)
Value$5.2M (+$633.8K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares35,238 from 29,226
Change+6,012 (+21%)
Value$5.1M (+$1.3M)
Filed 2026-10-13
Advisor OS, LLC
DECREASED
Shares35,117 from 36,859
Change-1,742 (-5%)
Value$5.1M (+$366.7K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares35,091 from 62,830
Change-27,739 (-44%)
Value$5.1M (-$3.0M)
Filed 2026-10-21
Bfsg, LLC
DECREASED
Shares34,958 from 35,943
Change-985 (-3%)
Value$5.1M (+$461.1K)
Filed 2026-10-30
Bernardo Wealth Planning LLC
INCREASED
Shares34,896 from 17,399
Change+17,497 (+101%)
Value$5.1M (+$2.8M)
Filed 2026-10-23
WealthPlan Investment Management, LLC
INCREASED
Shares34,883 from 33,167
Change+1,716 (+5%)
Value$5.1M (+$806.9K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares34,764 from 33,988
Change+776 (+2%)
Value$5.1M (+$684.1K)
Filed 2026-10-08
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares34,689 from 29,458
Change+5,231 (+18%)
Value$5.0M (+$1.2M)
Filed 2026-10-20
Angeles Wealth Management, LLC
DECREASED
Shares34,669 from 37,088
Change-2,419 (-7%)
Value$5.1M (+$270.3K)
Filed 2026-10-26
Western Financial Corp
INCREASED
Shares34,512 from 5,469
Change+29,043 (+531%)
Value$5.0M (+$4.3M)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares34,157 from 31,533
Change+2,624 (+8%)
Value$5.0M (+$911.4K)
Filed 2026-10-23
Visionary Wealth Advisors
INCREASED
Shares33,976 from 33,945
Change+31 (+0%)
Value$4.9M (+$575.2K)
Filed 2026-11-04
Palisade Asset Management, LLC
DECREASED
Shares33,964 from 35,395
Change-1,431 (-4%)
Value$4.9M (+$387.1K)
Filed 2026-11-03
Northside Capital Management, LLC
DECREASED
Shares33,933 from 35,283
Change-1,350 (-4%)
Value$4.9M (+$397.0K)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares33,871 from 17,859
Change+16,012 (+90%)
Value$4.9M (+$2.6M)
Filed 2026-10-26
VestGen Advisors, LLC
INCREASED
Shares33,674 from 32,161
Change+1,513 (+5%)
Value$4.9M (+$760.4K)
Filed 2026-10-27
Resonant Capital Advisors, LLC
INCREASED
Shares33,306 from 31,697
Change+1,609 (+5%)
Value$4.9M (+$768.4K)
Filed 2026-10-15
Mechanics Bank Trust Department
INCREASED
Shares33,294 from 32,592
Change+702 (+2%)
Value$4.8M (+$649.9K)
Filed 2026-10-13
Stokes Capital Advisors, LLC
INCREASED
Shares33,285 from 5,373
Change+27,912 (+519%)
Value$4.8M (+$4.1M)
Filed 2026-10-09
Penobscot Investment Management Company, Inc.
INCREASED
Shares33,222 from 31,382
Change+1,840 (+6%)
Value$4.8M (+$794.9K)
Filed 2026-10-26
Point Windward Advisors Inc.
DECREASED
Shares33,168 from 34,051
Change-883 (-3%)
Value$4.8M (+$444.1K)
Filed 2026-11-06
Washington Trust Co
DECREASED
Shares33,101 from 33,197
Change-96 (0%)
Value$4.8M (+$544.2K)
Filed 2026-10-22
BLB&B Advisors, LLC
DECREASED
Shares33,039 from 36,377
Change-3,338 (-9%)
Value$4.8M (+$126.3K)
Filed 2026-10-27
Money Concepts Capital Corp
INCREASED
Shares32,863 from 32,575
Change+288 (+1%)
Value$4.8M (+$589.5K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares32,695 from 29,492
Change+3,203 (+11%)
Value$4.6M (+$999.4K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
DECREASED
Shares32,689 from 33,055
Change-366 (-1%)
Value$4.8M (+$502.5K)
Filed 2026-10-16
Nvwm, LLC
INCREASED
Shares32,637 from 32,439
Change+198 (+1%)
Value$4.7M (+$574.1K)
Filed 2026-10-14
Lodestone Wealth Management LLC
DECREASED
Shares32,580 from 32,793
Change-213 (-1%)
Value$4.7M (+$520.4K)
Filed 2026-10-14
Pathway Financial Advisers, LLC
INCREASED
Shares32,529 from 32,011
Change+518 (+2%)
Value$4.7M (+$613.4K)
Filed 2026-10-27
OmniStar Financial Group, Inc.
INCREASED
Shares32,511 from 23,190
Change+9,321 (+40%)
Value$4.7M (+$1.7M)
Filed 2026-10-26
Shepherd Financial Partners LLC
DECREASED
Shares32,464 from 32,703
Change-239 (-1%)
Value$4.7M (+$515.0K)
Filed 2026-11-03
Wynn Capital, LLC
DECREASED
Shares32,449 from 32,539
Change-90 (0%)
Value$4.7M (+$533.9K)
Filed 2026-10-13
Grey Ledge Advisors, LLC
INCREASED
Shares32,401 from 32,342
Change+59 (+0%)
Value$4.7M (+$552.3K)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares32,222 from 43,828
Change-11,606 (-26%)
Value$4.7M (-$949.6K)
Filed 2026-10-14
TritonPoint Partners, LLC
DECREASED
Shares32,002 from 64,967
Change-32,965 (-51%)
Value$4.7M (-$3.7M)
Filed 2026-11-05
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares31,718 from 31,718
Change0 (0%)
Value$4.6M (+$533.2K)
Filed 2026-11-06
PFG Advisors
INCREASED
Shares31,698 from 31,306
Change+392 (+1%)
Value$4.6M (+$583.2K)
Filed 2026-10-16
DT Investment Partners, LLC
INCREASED
Shares31,595 from 30,995
Change+600 (+2%)
Value$4.6M (+$608.2K)
Filed 2026-10-27
Herold Advisors, Inc.
DECREASED
Shares31,510 from 31,620
Change-110 (0%)
Value$4.6M (+$508.7K)
Filed 2026-10-19
Stolper Co
DECREASED
Shares31,490 from 31,675
Change-185 (-1%)
Value$4.6K (+$506)
Filed 2026-10-13
Parcion Private Wealth LLC
INCREASED
Shares31,291 from 30,676
Change+615 (+2%)
Value$4.5M (+$605.0K)
Filed 2026-10-28
S-Bank Fund Management Ltd
INCREASED
Shares31,263 from 30,426
Change+837 (+3%)
Value$4.5M (+$633.1K)
Filed 2026-11-06
Alpha Omega Wealth Management LLC
INCREASED
Shares31,116 from 30,580
Change+536 (+2%)
Value$4.5M (+$591.9K)
Filed 2026-10-23
Hudock, Inc.
DECREASED
Shares31,114 from 31,152
Change-38 (0%)
Value$4.5M (+$518.1K)
Filed 2026-10-14
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares31,052 from 28,968
Change+2,084 (+7%)
Value$4.5M (+$789.5K)
Filed 2026-10-15
Myriad Asset Management Advisors LLC
NEW
Shares30,957
Change+30,957
Value$4.5M
Filed 2026-11-03
Glass Wealth Management Co LLC
INCREASED
Shares30,644 from 29,119
Change+1,525 (+5%)
Value$4.5M (+$711.1K)
Filed 2026-10-28
Community Trust & Investment Co
DECREASED
Shares30,517 from 34,265
Change-3,748 (-11%)
Value$4.4M (+$31.3K)
Filed 2026-10-15
Coastline Trust Co
DECREASED
Shares30,509 from 30,609
Change-100 (0%)
Value$4.4M (+$500.0K)
Filed 2026-10-01
Global Financial Private Client, LLC
DECREASED
Shares30,493 from 39,125
Change-8,632 (-22%)
Value$4.4M (-$596.5K)
Filed 2026-10-15
Independence Bank of Kentucky
DECREASED
Shares30,311 from 30,740
Change-429 (-1%)
Value$4.4M (+$454.4K)
Filed 2026-10-26
Lesa Sroufe & Co
UNCHANGED
Shares30,189 from 30,189
Change0 (0%)
Value$964 (-$654.3K)
Filed 2026-10-29
Allegheny Financial Group
INCREASED
Shares30,175 from 30,018
Change+157 (+1%)
Value$4.4M (+$527.4K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares30,120 from 29,988
Change+132 (+0%)
Value$4.4M (+$532.2K)
Filed 2026-10-30
Kerusso Capital Management LLC
INCREASED
Shares30,065 from 16,017
Change+14,048 (+88%)
Value$4.4M (+$2.3M)
Filed 2026-10-27
Fulcrum Asset Management LLP
INCREASED
Shares30,036 from 12,112
Change+17,924 (+148%)
Value$4.5M (+$2.9M)
Filed 2026-11-04
Albion Financial Group
DECREASED
Shares30,022 from 30,544
Change-522 (-2%)
Value$4.4M (+$437.6K)
Filed 2026-10-21
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$4.4M (+$504.3K)
Filed 2026-10-19
Shoker Investment Counsel, Inc.
INCREASED
Shares29,988 from 29,948
Change+40 (+0%)
Value$4.4M (+$509.3K)
Filed 2026-11-04
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares29,877 from 31,340
Change-1,463 (-5%)
Value$4.3M (+$314.2K)
Filed 2026-11-03
Eagle Rock Investment Company, LLC
DECREASED
Shares29,868 from 29,913
Change-45 (0%)
Value$4.3M (+$496.3K)
Filed 2026-10-21
New England Research & Management, Inc.
INCREASED
Shares29,765 from 27,279
Change+2,486 (+9%)
Value$4.3M (+$819.8K)
Filed 2026-10-16
Cordatus Wealth Management LLC
DECREASED
Shares29,706 from 29,906
Change-200 (-1%)
Value$4.3M (+$473.6K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED
Shares29,664 from 28,760
Change+904 (+3%)
Value$4.3M (+$614.8K)
Filed 2026-10-27
EagleClaw Capital Managment, LLC
DECREASED
Shares29,629 from 30,088
Change-459 (-2%)
Value$4.3M (+$439.1K)
Filed 2026-11-06
Zweig-DiMenna Associates LLC
NEW
Shares29,600
Change+29,600
Value$4.3M
Filed 2026-11-06
Global Trust Asset Management, LLC
INCREASED
Shares29,547 from 28,730
Change+817 (+3%)
Value$4.3M (+$601.7K)
Filed 2026-10-19
Brown Shipley& Co Ltd
DECREASED
Shares29,398 from 36,729
Change-7,331 (-20%)
Value$4.3M (-$447.9K)
Filed 2026-10-09
William B. Walkup & Associates, Inc.
INCREASED
Shares29,398 from 27,033
Change+2,365 (+9%)
Value$4.3M (+$798.1K)
Filed 2026-11-05
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares29,365 from 31,365
Change-2,000 (-6%)
Value$4.3M (+$236.6K)
Filed 2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED
Shares29,178 from 28,910
Change+268 (+1%)
Value$4.2M (+$524.9K)
Filed 2026-10-28
Investment House LLC
DECREASED
Shares29,177 from 55,020
Change-25,843 (-47%)
Value$4.2M (-$2.8M)
Filed 2026-10-21
Central Bank & Trust Co
DECREASED
Shares29,165 from 29,437
Change-272 (-1%)
Value$4.2M (+$455.3K)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares29,161 from 28,659
Change+502 (+2%)
Value$4.2M (+$518.9K)
Filed 2026-10-23
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares29,116 from 29,714
Change-598 (-2%)
Value$4.2K (+$412)
Filed 2026-10-14
China Universal Asset Management Co., Ltd.
DECREASED
Shares29,047 from 29,663
Change-616 (-2%)
Value$4.4M (+$527.1K)
Filed 2026-10-28
Laurion Capital Management LP
INCREASED
Shares28,866 from 3,197
Change+25,669 (+803%)
Value$4.2M (+$3.8M)
Filed 2026-10-30
Werlinich Asset Management, LLC
UNCHANGED
Shares28,835 from 28,835
Change0 (0%)
Value$4.2M (+$484.7K)
Filed 2026-10-09
Bailard, Inc.
INCREASED
Shares28,801 from 26,669
Change+2,132 (+8%)
Value$4.2M (+$758.2K)
Filed 2026-10-13
Harvey Investment Co LLC
UNCHANGED
Shares28,754 from 28,754
Change0 (0%)
Value$4.2K (-$3.7M)
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
INCREASED
Shares28,749 from 28,738
Change+11 (+0%)
Value$4.2M (+$484.6K)
Filed 2026-10-21
Chilton Capital Management LLC
DECREASED
Shares28,675 from 29,329
Change-654 (-2%)
Value$4.2M (+$398.0K)
Filed 2026-10-28
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares28,670 from 28,670
Change0 (0%)
Value$4.2M (+$481.9K)
Filed 2026-11-02
Procyon Advisors, LLC
DECREASED
Shares28,648 from 50,916
Change-22,268 (-44%)
Value$4.2M (-$2.4M)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares28,643 from 30,895
Change-2,252 (-7%)
Value$4.2M (+$192.1K)
Filed 2026-10-16
Prudent Man Advisors, LLC
INCREASED
Shares28,514 from 28,446
Change+68 (+0%)
Value$4.1M (+$488.1K)
Filed 2026-11-03
Essex Bank
INCREASED
Shares28,408 from 28,245
Change+163 (+1%)
Value$4.1M (+$498.5K)
Filed 2026-10-16
M&G Plc
DECREASED
Shares28,312 from 210,965
Change-182,653 (-87%)
Value$4.1M (-$23.1M)
Filed 2026-11-04
ZWJ Investment Counsel Inc
INCREASED
Shares28,277 from 26,437
Change+1,840 (+7%)
Value$4.1M (+$711.8K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
DECREASED
Shares28,169 from 28,609
Change-440 (-2%)
Value$4.1M (+$417.0K)
Filed 2026-10-28
Cornerstone Planning, LLC
INCREASED
Shares28,134 from 28,026
Change+108 (+0%)
Value$3.8M (+$155.9K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares27,996 from 28,812
Change-816 (-3%)
Value$4.1M (+$365.8K)
Filed 2026-10-07
Community Financial Services Group, LLC
DECREASED
Shares27,994 from 29,385
Change-1,391 (-5%)
Value$4.0M (+$341.8K)
Filed 2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares27,981 from 27,981
Change0 (0%)
Value$3.6M ($0)
Filed 2026-10-15
BigSur Wealth Management LLC
UNCHANGED
Shares27,960 from 27,960
Change0 (0%)
Value$4.1M (+$470.0K)
Filed 2026-10-13
RED Cedar Investment Management, LLC
INCREASED
Shares27,931 from 20,972
Change+6,959 (+33%)
Value$4.1M (+$1.4M)
Filed 2026-11-04
Malaga Cove Capital, LLC
DECREASED
Shares27,864 from 28,235
Change-371 (-1%)
Value$4.0M (+$420.7K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
INCREASED
Shares27,829 from 27,785
Change+44 (+0%)
Value$4.0K (-$3.6M)
Filed 2026-10-22
Means Investment Co., Inc.
DECREASED
Shares27,811 from 27,981
Change-170 (-1%)
Value$4.0M (+$445.7K)
Filed 2026-11-03
Wespac Advisors, LLC
UNCHANGED
Shares27,798 from 27,798
Change0 (0%)
Value$4.0M (+$467.3K)
Filed 2026-10-26
Perpetual Ltd
DECREASED
Shares27,793 from 609,565
Change-581,772 (-95%)
Value$4.0M (-$74.3M)
Filed 2026-10-13
Lynx Capital Group LTD
DECREASED
Shares27,662 from 27,879
Change-217 (-1%)
Value$4.0M (+$437.0K)
Filed 2026-11-04
Trust Asset Management LLC
UNCHANGED
Shares27,624 from 27,624
Change0 (0%)
Value$4.0M (+$464.4K)
Filed 2026-11-03
Vestor Capital, LLC
INCREASED
Shares27,607 from 166
Change+27,441 (+16531%)
Value$2.4K (+$2.3K)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares27,590 from 19,212
Change+8,378 (+44%)
Value$4.0M (+$1.5M)
Filed 2026-10-30
Victrix Investment Advisors
INCREASED
Shares27,588 from 26,958
Change+630 (+2%)
Value$4.0M (+$544.7K)
Filed 2026-10-13
Essex LLC
INCREASED
Shares27,570 from 27,256
Change+314 (+1%)
Value$4.0M (+$503.8K)
Filed 2026-10-14
CMH Wealth Management LLC
DECREASED
Shares27,382 from 28,358
Change-976 (-3%)
Value$4.0M (+$334.4K)
Filed 2026-10-22
VCI Wealth Management LLC
DECREASED
Shares27,316 from 29,344
Change-2,028 (-7%)
Value$4.0M (+$198.6K)
Filed 2026-10-29
True Private Wealth Advisors
INCREASED
Shares27,179 from 27,029
Change+150 (+1%)
Value$3.9M (+$476.3K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares27,058 from 26,464
Change+594 (+2%)
Value$3.9M (+$531.2K)
Filed 2026-11-04
Wright Investors Service Inc
DECREASED
Shares27,048 from 27,422
Change-374 (-1%)
Value$3.9M (+$406.6K)
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares27,018 from 26,444
Change+574 (+2%)
Value$3.9M (+$577.2K)
Filed 2026-10-13
Mogy Joel R Investment Counsel Inc
INCREASED
Shares26,983 from 26,683
Change+300 (+1%)
Value$3.9M (+$492.1K)
Filed 2026-10-13
PW Nova Financial Services LLC
DECREASED
Shares26,895 from 28,064
Change-1,169 (-4%)
Value$3.9M (+$301.8K)
Filed 2026-10-15
Blue Fin Capital, Inc.
DECREASED
Shares26,676 from 26,735
Change-59 (0%)
Value$3.9M (+$440.9K)
Filed 2026-10-28
American National Bank & Trust
DECREASED
Shares26,612 from 26,998
Change-386 (-1%)
Value$3.9M (+$397.8K)
Filed 2026-10-07
Valmark Advisers, Inc.
DECREASED
Shares26,601 from 26,899
Change-298 (-1%)
Value$3.9M (+$408.9K)
Filed 2026-11-06
Patten Group, Inc.
INCREASED
Shares26,486 from 26,376
Change+110 (+0%)
Value$3.8M (+$459.3K)
Filed 2026-10-26
Red Spruce Capital, LLC
DECREASED
Shares26,416 from 26,440
Change-24 (0%)
Value$3.8M (+$441.0K)
Filed 2026-10-07
Wellington Grp LLC
INCREASED
Shares26,387 from 26,263
Change+124 (+0%)
Value$3.8M (+$459.5K)
Filed 2026-11-06
CFS Investment Advisory Services, LLC
DECREASED
Shares26,210 from 26,467
Change-257 (-1%)
Value$3.7M (+$291.2K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares26,203 from 25,372
Change+831 (+3%)
Value$3.8M (+$547.3K)
Filed 2026-10-21
3Chopt Investment Partners, LLC
INCREASED
Shares25,969 from 24,198
Change+1,771 (+7%)
Value$3.8M (+$665.4K)
Filed 2026-10-30
LMG Wealth Partners, LLC
INCREASED
Shares25,866 from 25,729
Change+137 (+1%)
Value$3.8M (+$452.3K)
Filed 2026-11-05
Matrix Trust Co
INCREASED
Shares25,751 from 24,606
Change+1,145 (+5%)
Value$3.7K (+$580)
Filed 2026-10-07
Parkside Financial Bank & Trust
INCREASED
Shares25,719 from 25,116
Change+603 (+2%)
Value$3.7M (+$509.9K)
Filed 2026-10-27
First Financial Bank - Trust Division
DECREASED
Shares25,696 from 26,128
Change-432 (-2%)
Value$3.7M (+$376.4K)
Filed 2026-10-01
McKinley Carter Wealth Services, Inc.
INCREASED
Shares25,665 from 24,973
Change+692 (+3%)
Value$3.7M (+$520.3K)
Filed 2026-10-16
Linden Thomas Advisory Services, LLC
INCREASED
Shares25,571 from 25,106
Change+465 (+2%)
Value$3.7M (+$489.6K)
Filed 2026-10-19
Nilsine Partners, LLC
DECREASED
Shares25,543 from 26,144
Change-601 (-2%)
Value$3.7M (+$352.1K)
Filed 2026-11-02
Precedent Wealth Partners, LLC
INCREASED
Shares25,529 from 23,322
Change+2,207 (+9%)
Value$3.7M (+$712.8K)
Filed 2026-10-21
Massachusetts Wealth Management
INCREASED
Shares25,502 from 23,717
Change+1,785 (+8%)
Value$3.7M (+$658.1K)
Filed 2026-10-21
Towne Trust Company, N.a
INCREASED
Shares25,478 from 24,771
Change+707 (+3%)
Value$3.7M (+$519.1K)
Filed 2026-10-28
Aries Wealth Management
DECREASED
Shares25,457 from 25,514
Change-57 (0%)
Value$3.7M (+$420.6K)
Filed 2026-10-23
Cornerstone Wealth Group, LLC
INCREASED
Shares25,289 from 23,956
Change+1,333 (+6%)
Value$3.7M (+$596.5K)
Filed 2026-11-02
Cypress Capital, LLC
INCREASED
Shares25,248 from 24,880
Change+368 (+1%)
Value$3.7M (+$471.7K)
Filed 2026-10-20
Fairvoy Private Wealth, LLC
INCREASED
Shares25,093 from 4,768
Change+20,325 (+426%)
Value$3.6M (+$3.0M)
Filed 2026-10-19
Marino, Stram & Associates LLC
INCREASED
Shares24,976 from 24,413
Change+563 (+2%)
Value$3.6M (+$492.2K)
Filed 2026-10-22
Curbstone Financial Management Corp
INCREASED
Shares24,964 from 24,914
Change+50 (+0%)
Value$3.6M (+$426.1K)
Filed 2026-10-21
SevenBridge Financial Group, LLC
DECREASED
Shares24,876 from 25,263
Change-387 (-2%)
Value$3.7M (+$440.8K)
Filed 2026-10-26
Ellis Investment Partners, LLC
DECREASED
Shares24,848 from 24,852
Change-4 (0%)
Value$3.6M (+$417.2K)
Filed 2026-10-21
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares24,785 from 25,951
Change-1,166 (-4%)
Value$3.6M (+$266.8K)
Filed 2026-10-30
Aaron Wealth Advisors LLC
DECREASED
Shares24,663 from 26,456
Change-1,793 (-7%)
Value$3.6M (+$184.2K)
Filed 2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW
Shares24,447
Change+24,447
Value$3.5M
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
DECREASED
Shares24,370 from 25,298
Change-928 (-4%)
Value$3.5M (+$290.4K)
Filed 2026-10-13
Arvest Investments, Inc.
DECREASED
Shares24,223 from 30,803
Change-6,580 (-21%)
Value$3.5M (-$438.3K)
Filed 2026-10-21
Oakmont Investment Advisors, Inc.
INCREASED
Shares24,219 from 24,110
Change+109 (+0%)
Value$3.5M (+$421.2K)
Filed 2026-10-21
KMG Fiduciary Partners, LLC
DECREASED
Shares23,934 from 26,379
Change-2,445 (-9%)
Value$3.5M (+$88.2K)
Filed 2026-10-14
CFC Planning Co LLC
DECREASED
Shares23,852 from 23,994
Change-142 (-1%)
Value$3.5M (+$383.0K)
Filed 2026-10-28
MCF Advisors LLC
DECREASED
Shares23,799 from 23,882
Change-83 (0%)
Value$3.5M (+$389.4K)
Filed 2026-10-28
Soltis Investment Advisors LLC
DECREASED
Shares23,512 from 48,517
Change-25,005 (-52%)
Value$3.4M (-$2.8M)
Filed 2026-10-28
Jefferies Financial Group Inc.
DECREASED
Shares23,500 from 362,956
Change-339,456 (-94%)
Value$3.4M (-$43.2M)
Filed 2026-11-05
Archford Capital Strategies, LLC
DECREASED
Shares23,467 from 27,354
Change-3,887 (-14%)
Value$3.4M (-$105.0K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares23,427 from 22,273
Change+1,154 (+5%)
Value$3.4M (+$542.1K)
Filed 2026-11-04
Little House Capital LLC
DECREASED
Shares23,279 from 26,318
Change-3,039 (-12%)
Value$3.4M (+$835)
Filed 2026-11-06
Deseret Mutual Benefit Administrators
INCREASED
Shares23,252 from 23,182
Change+70 (+0%)
Value$3.4M (+$399.9K)
Filed 2026-11-04
Pekin Hardy Strauss, Inc.
DECREASED
Shares23,191 from 24,621
Change-1,430 (-6%)
Value$3.4M (+$206.1K)
Filed 2026-11-02
Cigna Investments Inc
DECREASED
Shares23,148 from 23,473
Change-325 (-1%)
Value$3.4K (-$3.0M)
Filed 2026-10-19
Journey Advisory Group, LLC
DECREASED
Shares23,134 from 23,149
Change-15 (0%)
Value$3.4M (+$387.0K)
Filed 2026-11-04
BNC Wealth Management, LLC
NEW
Shares23,118
Change+23,118
Value$3.4M
Filed 2026-10-19
Sierra Summit Advisors LLC
INCREASED
Shares22,955 from 21,917
Change+1,038 (+5%)
Value$3.3M (+$519.3K)
Filed 2026-10-28
Renaissance Investment Group LLC
INCREASED
Shares22,877 from 8,037
Change+14,840 (+185%)
Value$3.3M (+$2.3M)
Filed 2026-10-28
Lawood & Co
DECREASED
Shares22,854 from 23,298
Change-444 (-2%)
Value$3.3M (+$327.1K)
Filed 2026-10-09
Monument Capital Management
INCREASED
Shares22,830 from 22,665
Change+165 (+1%)
Value$3.3M (+$405.0K)
Filed 2026-10-09
Brown Miller Wealth Management, LLC
INCREASED
Shares22,794 from 22,736
Change+58 (+0%)
Value$3.3M (+$390.6K)
Filed 2026-11-02
MV Capital Management, Inc.
DECREASED
Shares22,764 from 22,792
Change-28 (0%)
Value$3.3M (+$379.1K)
Filed 2026-10-29
Nations Financial Group Inc,
DECREASED
Shares22,732 from 23,911
Change-1,179 (-5%)
Value$3.3M (+$230.7K)
Filed 2026-11-05
Marathon Capital Management
DECREASED
Shares22,721 from 23,351
Change-630 (-3%)
Value$3.3M (+$301.1K)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares22,707 from 21,453
Change+1,254 (+6%)
Value$3.3M (+$542.8K)
Filed 2026-11-05
Calamos Wealth Management LLC
INCREASED
Shares22,674 from 20,811
Change+1,863 (+9%)
Value$3.3M (+$620.5K)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares22,651 from 25,392
Change-2,741 (-11%)
Value$3.3M (+$73.7K)
Filed 2026-11-02
Gilliland Jeter Wealth Management LLC
DECREASED
Shares22,614 from 22,675
Change-61 (0%)
Value$3.3M (+$372.3K)
Filed 2026-10-28
Reynders McVeigh Capital Management, LLC
INCREASED
Shares22,608 from 22,379
Change+229 (+1%)
Value$3.3M (+$409.2K)
Filed 2026-10-30
Mystic Asset Management, Inc.
DECREASED
Shares22,473 from 22,899
Change-426 (-2%)
Value$3.3M (+$323.0K)
Filed 2026-10-15
LVW Advisors, LLC
DECREASED
Shares22,292 from 22,654
Change-362 (-2%)
Value$3.2M (+$328.2K)
Filed 2026-10-19
CGN Advisors LLC
DECREASED
Shares22,269 from 27,689
Change-5,420 (-20%)
Value$3.2M (-$322.2K)
Filed 2026-10-21
LS Investment Advisors, LLC
DECREASED
Shares22,248 from 22,418
Change-170 (-1%)
Value$3.2M (+$352.1K)
Filed 2026-10-13
Shrier Wealth Management, LLC
INCREASED
Shares22,244 from 22,112
Change+132 (+1%)
Value$3.2M (+$390.9K)
Filed 2026-10-20
Certuity, LLC
INCREASED
Shares22,242 from 18,642
Change+3,600 (+19%)
Value$3.2M (+$836.5K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares22,224 from 16,779
Change+5,445 (+32%)
Value$3.2M (+$1.1M)
Filed 2026-10-13
Private Management Group Inc
DECREASED
Shares22,122 from 22,282
Change-160 (-1%)
Value$3.2M (+$351.3K)
Filed 2026-11-04
Peoples Financial Services Corp.
DECREASED
Shares22,067 from 22,170
Change-103 (0%)
Value$3.2M (+$357.7K)
Filed 2026-10-20
Enhancing Capital LLC
UNCHANGED
Shares22,067 from 22,067
Change0 (0%)
Value$3.2M (+$370.9K)
Filed 2026-10-26
Portside Wealth Group, LLC
INCREASED
Shares22,056 from 21,032
Change+1,024 (+5%)
Value$3.2M (+$502.3K)
Filed 2026-10-20
NTV Asset Management LLC
INCREASED
Shares22,025 from 21,525
Change+500 (+2%)
Value$3.2M (+$434.5K)
Filed 2026-10-23
Childress Capital Advisors, LLC
INCREASED
Shares21,951 from 21,037
Change+914 (+4%)
Value$3.2M (+$486.4K)
Filed 2026-10-28
Personal CFO Solutions, LLC
DECREASED
Shares21,856 from 24,511
Change-2,655 (-11%)
Value$3.2M (+$24.1K)
Filed 2026-11-06
Premier Path Wealth Partners, LLC
INCREASED
Shares21,802 from 18,915
Change+2,887 (+15%)
Value$3.2M (+$737.4K)
Filed 2026-10-16
Sippican Capital Advisors
DECREASED
Shares21,764 from 22,030
Change-266 (-1%)
Value$3.2M (+$331.7K)
Filed 2026-10-23
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares21,691 from 22,203
Change-512 (-2%)
Value$3.2M (+$298.7K)
Filed 2026-10-07
Traynor Capital Management, Inc.
DECREASED
Shares21,677 from 21,894
Change-217 (-1%)
Value$3.1M (+$336.4K)
Filed 2026-10-29
Fragasso Financial Advisors Inc
INCREASED
Shares21,523 from 12,421
Change+9,102 (+73%)
Value$3.1M (+$1.5M)
Filed 2026-10-13
Montecito Bank & Trust
INCREASED
Shares21,284 from 21,223
Change+61 (+0%)
Value$3.1M (+$365.6K)
Filed 2026-10-01
First Premier Bank
DECREASED
Shares21,269 from 21,539
Change-270 (-1%)
Value$3.1K (+$322)
Filed 2026-10-13
Altura Wealth Advisors Inc.
DECREASED
Shares21,261 from 21,760
Change-499 (-2%)
Value$3.1M (+$293.3K)
Filed 2026-10-22
Catherine Avery Investment Management LLC
DECREASED
Shares21,231 from 53,596
Change-32,365 (-60%)
Value$3.1M (-$3.8M)
Filed 2026-10-14
Littlejohn Financial Services, Inc.
DECREASED
Shares21,158 from 22,440
Change-1,282 (-6%)
Value$3.1M (+$190.9K)
Filed 2026-11-06
Beacon Bank & Trust
DECREASED
Shares20,878 from 22,741
Change-1,863 (-8%)
Value$3.0M (+$111.6K)
Filed 2026-10-27
Flavin Financial Services, Inc.
DECREASED
Shares20,778 from 23,296
Change-2,518 (-11%)
Value$3.0M (+$25.7K)
Filed 2026-10-21
Thrive Wealth Management, LLC
INCREASED
Shares20,772 from 18,054
Change+2,718 (+15%)
Value$3.0M (+$698.4K)
Filed 2026-10-13
Brandywine OAK Private Wealth LLC
DECREASED
Shares20,761 from 20,784
Change-23 (0%)
Value$3.0M (+$346.0K)
Filed 2026-10-23
Catalyst Financial Partners LLC
INCREASED
Shares20,733 from 20,205
Change+528 (+3%)
Value$3.0M (+$416.4K)
Filed 2026-11-06
Marathon Wealth Advisors LLC
DECREASED
Shares20,726 from 20,801
Change-75 (0%)
Value$3.0M (+$338.7K)
Filed 2026-11-04
Next Level Private LLC
INCREASED
Shares20,716 from 20,575
Change+141 (+1%)
Value$3.0M (+$366.2K)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
INCREASED
Shares20,672 from 20,486
Change+186 (+1%)
Value$3.0M (+$371.4K)
Filed 2026-10-16
Allen Wealth Management, LLC
DECREASED
Shares20,517 from 23,602
Change-3,085 (-13%)
Value$3.0M (-$51.5K)
Filed 2026-10-29
Steel Grove Capital Advisors, LLC
INCREASED
Shares20,479 from 20,364
Change+115 (+1%)
Value$3.0M (+$359.0K)
Filed 2026-10-13
Machina Capital S.A.S.
NEW
Shares20,452
Change+20,452
Value$3.0M
Filed 2026-11-05
Insight Inv LLC
UNCHANGED
Shares20,428 from 20,428
Change0 (0%)
Value$3.0M (+$343.4K)
Filed 2026-10-27
Ti-Trust, Inc
INCREASED
Shares20,329 from 20,300
Change+29 (+0%)
Value$3.0M (+$345.5K)
Filed 2026-10-21
Burke & Herbert Bank & Trust Co
DECREASED
Shares20,294 from 20,309
Change-15 (0%)
Value$2.9M (+$339.2K)
Filed 2026-11-02
Silverlake Wealth Management LLC
DECREASED
Shares20,291 from 21,599
Change-1,308 (-6%)
Value$2.9M (+$173.0K)
Filed 2026-10-21
Dagco, Inc.
INCREASED
Shares20,290 from 20,095
Change+195 (+1%)
Value$2.9M (+$366.1K)
Filed 2026-10-20
Inscription Capital, LLC
DECREASED
Shares20,280 from 26,514
Change-6,234 (-24%)
Value$2.9M (-$460.2K)
Filed 2026-11-02
Retirement Guys Formula LLC
INCREASED
Shares20,271 from 19,784
Change+487 (+2%)
Value$2.9M (+$403.3K)
Filed 2026-10-26
Valley National Advisers Inc
DECREASED
Shares20,245 from 44,957
Change-24,712 (-55%)
Value$2.9M (-$2.8M)
Filed 2026-10-23
Everhart Financial Group, Inc.
INCREASED
Shares20,241 from 19,484
Change+757 (+4%)
Value$2.9M (+$437.5K)
Filed 2026-10-08
Family Capital Trust Co
UNCHANGED
Shares20,232 from 20,232
Change0 (0%)
Value$2.9M (+$340.1K)
Filed 2026-10-22
SWS Partners
DECREASED
Shares20,183 from 20,508
Change-325 (-2%)
Value$3.0M (+$297.6K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares20,172 from 20,666
Change-494 (-2%)
Value$2.9M (+$275.6K)
Filed 2026-11-03
IVC Wealth Advisors LLC
DECREASED
Shares20,089 from 21,139
Change-1,050 (-5%)
Value$2.9M (+$202.9K)
Filed 2026-10-23
Mindset Wealth Management, LLC
INCREASED
Shares20,023 from 19,964
Change+59 (+0%)
Value$2.9M (+$344.2K)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
DECREASED
Shares19,850 from 20,279
Change-429 (-2%)
Value$2.9M (+$278.6K)
Filed 2026-11-05
Jeppson Wealth Management, LLC
DECREASED
Shares19,803 from 20,022
Change-219 (-1%)
Value$2.9M (+$304.7K)
Filed 2026-10-20
Pflug Koory, LLC
UNCHANGED
Shares19,803 from 19,803
Change0 (0%)
Value$2.9M (+$332.9K)
Filed 2026-10-26
Key FInancial Inc
DECREASED
Shares19,794 from 22,676
Change-2,882 (-13%)
Value$2.9M (-$37.6K)
Filed 2026-11-02
Value Partners Investments Inc.
INCREASED
Shares19,631 from 18,475
Change+1,156 (+6%)
Value$2.9M (+$489.2K)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares19,603 from 18,894
Change+709 (+4%)
Value$2.8M (+$420.7K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
INCREASED
Shares19,591 from 19,571
Change+20 (+0%)
Value$2.8M (+$331.8K)
Filed 2026-10-22
Barry Investment Advisors, LLC
DECREASED
Shares19,584 from 19,781
Change-197 (-1%)
Value$2.9M (+$320.7K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
DECREASED
Shares19,554 from 21,502
Change-1,948 (-9%)
Value$2.8M (+$78.4K)
Filed 2026-10-21
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares19,547 from 16,523
Change+3,024 (+18%)
Value$2.8M (+$717.2K)
Filed 2026-10-19
Clearstead Trust, LLC
INCREASED
Shares19,506 from 19,379
Change+127 (+1%)
Value$2.8M (+$344.2K)
Filed 2026-11-06
Jefferson Bridge Capital, LLC
UNCHANGED
Shares19,470 from 19,470
Change0 (0%)
Value$2.8M (+$327.3K)
Filed 2026-11-06
Thompson Investment Management, Inc.
DECREASED
Shares19,451 from 24,470
Change-5,019 (-21%)
Value$2.8M (-$318.0K)
Filed 2026-10-14
Probity Advisors, Inc.
DECREASED
Shares19,444 from 19,934
Change-490 (-2%)
Value$2.8M (+$263.9K)
Filed 2026-10-23
Dudley Capital Management, LLC
INCREASED
Shares19,382 from 19,376
Change+6 (+0%)
Value$2.8M (+$326.8K)
Filed 2026-10-23
Stableford Capital II LLC
DECREASED
Shares19,310 from 19,941
Change-631 (-3%)
Value$2.8M (+$243.5K)
Filed 2026-10-09
Avestar Capital, LLC
INCREASED
Shares19,169 from 18,444
Change+725 (+4%)
Value$2.8M (+$408.2K)
Filed 2026-10-28
bLong Financial, LLC
INCREASED
Shares19,082 from 18,742
Change+340 (+2%)
Value$2.8M (+$364.4K)
Filed 2026-10-29
RMR Wealth Builders
INCREASED
Shares18,995 from 18,454
Change+541 (+3%)
Value$2.8M (+$388.8K)
Filed 2026-10-22
Orca Investment Management, LLC
DECREASED
Shares18,986 from 19,257
Change-271 (-1%)
Value$2.8M (+$284.3K)
Filed 2026-10-29
Tealwood Asset Management Inc
DECREASED
Shares18,984 from 19,133
Change-149 (-1%)
Value$2.8K (+$300)
Filed 2026-10-13
Van Cleef Asset Management,Inc
UNCHANGED
Shares18,933 from 18,933
Change0 (0%)
Value$2.8M (+$318.3K)
Filed 2026-10-20
Investors Asset Management of Georgia Inc
DECREASED
Shares18,912 from 19,079
Change-167 (-1%)
Value$2.7M (+$296.4K)
Filed 2026-10-20
Kendall Capital Management
DECREASED
Shares18,819 from 19,682
Change-863 (-4%)
Value$2.7M (+$205.5K)
Filed 2026-10-23
ARS Investment Partners, LLC
DECREASED
Shares18,715 from 21,672
Change-2,957 (-14%)
Value$2.7M (-$65.4K)
Filed 2026-11-05
Brady Martz Wealth Solutions, LLC
DECREASED
Shares18,661 from 20,562
Change-1,901 (-9%)
Value$2.7M (+$69.5K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares18,587 from 18,599
Change-12 (0%)
Value$2.7M (+$310.9K)
Filed 2026-11-03
PDS Planning, Inc
INCREASED
Shares18,574 from 17,830
Change+744 (+4%)
Value$2.7M (+$407.9K)
Filed 2026-11-03
SBI Securities Co., Ltd.
DECREASED
Shares18,541 from 18,631
Change-90 (0%)
Value$2.7M (+$300.1K)
Filed 2026-10-22
Ascentis Independent Advisors
INCREASED
Shares18,536 from 300
Change+18,236 (+6079%)
Value$2.7M (+$2.7M)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares18,454 from 27,037
Change-8,583 (-32%)
Value$2.7M (-$792.6K)
Filed 2026-10-15
Howard Capital Management, LLC
DECREASED
Shares18,420 from 18,609
Change-189 (-1%)
Value$2.7M (+$285.4K)
Filed 2026-10-16
Carrera Capital Advisors
INCREASED
Shares18,411 from 2,006
Change+16,405 (+818%)
Value$2.7M (+$2.4M)
Filed 2026-11-03
First County Bank
DECREASED
Shares18,394 from 18,788
Change-394 (-2%)
Value$2.7M (+$258.6K)
Filed 2026-10-13
Aull & Monroe Investment Management Corp
DECREASED
Shares18,382 from 18,386
Change-4 (0%)
Value$2.7M (+$308.5K)
Filed 2026-10-16
Home Federal Bank of Tennessee
INCREASED
Shares18,365 from 18,095
Change+270 (+1%)
Value$2.7M (+$343.4K)
Filed 2026-10-15
Evermay Wealth Management LLC
INCREASED
Shares18,326 from 18,218
Change+108 (+1%)
Value$2.7M (+$323.2K)
Filed 2026-11-05
Enterprise Financial Services Corp
DECREASED
Shares18,271 from 18,619
Change-348 (-2%)
Value$2.7M (+$262.4K)
Filed 2026-11-03
Axxion S.A.
DECREASED
Shares18,267 from 18,507
Change-240 (-1%)
Value$2.7M (+$276.2K)
Filed 2026-10-22
Wolff Wiese Magana LLC
DECREASED
Shares18,223 from 18,367
Change-144 (-1%)
Value$2.6M (+$287.7K)
Filed 2026-10-15
apricus wealth, LLC
DECREASED
Shares18,213 from 41,328
Change-23,115 (-56%)
Value$2.6M (-$2.7M)
Filed 2026-10-26
Congress Asset Management Co
INCREASED
Shares18,204 from 5,371
Change+12,833 (+239%)
Value$2.6M (+$2.0M)
Filed 2026-10-06
Riverbend Wealth Management, LLC
DECREASED
Shares18,202 from 20,277
Change-2,075 (-10%)
Value$2.6M (+$39.4K)
Filed 2026-10-15
Stone Summit Wealth LLC
INCREASED
Shares18,096 from 17,426
Change+670 (+4%)
Value$2.6M (+$390.3K)
Filed 2026-10-14
Avity Investment Management Inc.
DECREASED
Shares18,087 from 18,402
Change-315 (-2%)
Value$2.6M (+$263.6K)
Filed 2026-10-09
Fruth Investment Management
DECREASED
Shares17,895 from 17,950
Change-55 (0%)
Value$2.6K (+$294)
Filed 2026-10-13
First City Capital Management, Inc.
DECREASED
Shares17,888 from 17,988
Change-100 (-1%)
Value$2.6M (+$287.8K)
Filed 2026-10-27
Alta Advisers Ltd
INCREASED
Shares17,857 from 9,584
Change+8,273 (+86%)
Value$2.6M (+$1.4M)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares17,854 from 18,407
Change-553 (-3%)
Value$2.6M (+$229.1K)
Filed 2026-10-09
Altfest L J & Co Inc
DECREASED
Shares17,854 from 18,355
Change-501 (-3%)
Value$2.6M (+$235.7K)
Filed 2026-10-27
Old North State Wealth Management, LLC
INCREASED
Shares17,848 from 17,648
Change+200 (+1%)
Value$2.6M (+$326.1K)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
INCREASED
Shares17,780 from 9,320
Change+8,460 (+91%)
Value$2.6M (+$1.4M)
Filed 2026-10-29
Financial Advisory Partners, LLC
DECREASED
Shares17,607 from 17,793
Change-186 (-1%)
Value$2.6M (+$272.1K)
Filed 2026-10-23
Kestra Investment Management, LLC
INCREASED
Shares17,594 from 16,464
Change+1,130 (+7%)
Value$2.6M (+$441.0K)
Filed 2026-11-04
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares17,584 from 17,433
Change+151 (+1%)
Value$2.6M (+$315.0K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares17,562 from 14,584
Change+2,978 (+20%)
Value$2.6M (+$677.8K)
Filed 2026-10-19
Asset Dedication, LLC
INCREASED
Shares17,424 from 16,886
Change+538 (+3%)
Value$2.5M (+$362.0K)
Filed 2026-11-03
Gen-Wealth Partners Inc
DECREASED
Shares17,423 from 20,497
Change-3,074 (-15%)
Value$2.5M (-$102.2K)
Filed 2026-11-04
Cidel Asset Management Inc
DECREASED
Shares17,420 from 18,925
Change-1,505 (-8%)
Value$2.5M (+$99.4K)
Filed 2026-10-29
Moody National Bank Trust Division
DECREASED
Shares17,413 from 20,628
Change-3,215 (-16%)
Value$2.5M (-$120.4K)
Filed 2026-10-06
Ascent Wealth Partners, LLC
INCREASED
Shares17,391 from 17,254
Change+137 (+1%)
Value$2.5M (+$309.9K)
Filed 2026-10-23
Sentinel Trust Co LBA
DECREASED
Shares17,180 from 17,190
Change-10 (0%)
Value$2.5K (+$287)
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares17,154 from 13,054
Change+4,100 (+31%)
Value$2.5M (+$815.2K)
Filed 2026-10-15
Signet Investment Advisory Group, Inc.
DECREASED
Shares16,945 from 17,170
Change-225 (-1%)
Value$2.5M (+$255.9K)
Filed 2026-10-30
Cypress Asset Management Inc
DECREASED
Shares16,927 from 17,282
Change-355 (-2%)
Value$2.5M (+$238.9K)
Filed 2026-10-09
Provenance Wealth Advisors, LLC
INCREASED
Shares16,811 from 1,532
Change+15,279 (+997%)
Value$2.4M (+$2.2M)
Filed 2026-10-30
Schmidt P J Investment Management Inc
DECREASED
Shares16,782 from 17,392
Change-610 (-4%)
Value$2.4M (+$203.7K)
Filed 2026-11-02
Compass Ion Advisors, LLC
DECREASED
Shares16,672 from 17,384
Change-712 (-4%)
Value$2.4M (+$188.8K)
Filed 2026-10-23
Redmond Asset Management, LLC
DECREASED
Shares16,661 from 18,174
Change-1,513 (-8%)
Value$2.4M (+$85.7K)
Filed 2026-10-27
71 West Capital Partners
INCREASED
Shares16,641 from 16,058
Change+583 (+4%)
Value$2.4M (+$354.7K)
Filed 2026-11-04
Delta Financial Advisors LLC
INCREASED
Shares16,566 from 16,179
Change+387 (+2%)
Value$2.4M (+$328.1K)
Filed 2026-10-27
Facet Wealth, Inc.
INCREASED
Shares16,537 from 12,129
Change+4,408 (+36%)
Value$2.4M (+$844.4K)
Filed 2026-11-04
Murphy Pohlad Asset Management LLC
DECREASED
Shares16,507 from 17,023
Change-516 (-3%)
Value$2.4M (+$211.2K)
Filed 2026-10-22
Legacy Private Trust Co.
DECREASED
Shares16,507 from 16,709
Change-202 (-1%)
Value$2.4M (+$251.5K)
Filed 2026-10-06
Sheets Smith Wealth Management
DECREASED
Shares16,502 from 21,343
Change-4,841 (-23%)
Value$2.4M (-$344.7K)
Filed 2026-10-16
Gold Investment Management Ltd.
INCREASED
Shares16,500 from 16,465
Change+35 (+0%)
Value$2.4M (+$281.9K)
Filed 2026-10-19
St. Louis Trust Co
UNCHANGED
Shares16,457 from 16,457
Change0 (0%)
Value$2.4M (+$1.9M)
Filed 2026-11-03
Atlas Brown,Inc.
INCREASED
Shares16,408 from 16,181
Change+227 (+1%)
Value$2.4M (+$305.1K)
Filed 2026-10-09
Portfolio Design Labs, LLC
INCREASED
Shares16,406 from 16,354
Change+52 (+0%)
Value$2.4M (+$282.5K)
Filed 2026-11-04
Natural Investments, LLC
INCREASED
Shares16,405 from 15,454
Change+951 (+6%)
Value$2.4M (+$398.8K)
Filed 2026-11-06
Castle Rock Wealth Management, LLC
DECREASED
Shares16,389 from 28,419
Change-12,030 (-42%)
Value$2.3M (-$1.2M)
Filed 2026-10-09
Dorato Capital Management
UNCHANGED
Shares16,370 from 16,370
Change0 (0%)
Value$2.3M (+$315.1K)
Filed 2026-10-08
Compton Wealth Advisory Group, LLC
DECREASED
Shares16,360 from 16,503
Change-143 (-1%)
Value$2.4M (+$283.7K)
Filed 2026-10-13
Burney Co/
DECREASED
Shares16,338 from 16,615
Change-277 (-2%)
Value$2.4M (+$239.1K)
Filed 2026-10-15
Eley Financial Management, Inc
INCREASED
Shares16,314 from 16,295
Change+19 (+0%)
Value$2.4M (+$276.7K)
Filed 2026-11-03
Processus Wealth & Capital Management, LLC
DECREASED
Shares16,214 from 16,407
Change-193 (-1%)
Value$2.4M (+$247.7K)
Filed 2026-10-16
Gables Capital Management Inc.
DECREASED
Shares16,167 from 16,302
Change-135 (-1%)
Value$2.3M (+$254.4K)
Filed 2026-11-04
Gryphon Financial Partners LLC
INCREASED
Shares16,160 from 16,044
Change+116 (+1%)
Value$2.3M (+$286.5K)
Filed 2026-11-04
Trust Point Inc.
INCREASED
Shares16,101 from 14,851
Change+1,250 (+8%)
Value$2.3M (+$431.3K)
Filed 2026-10-27
Fiduciary Alliance LLC
DECREASED
Shares16,041 from 16,686
Change-645 (-4%)
Value$2.3M (+$186.9K)
Filed 2026-10-13
Kavar Capital Partners Group, LLC
DECREASED
Shares15,987 from 16,019
Change-32 (0%)
Value$2.3M (+$264.7K)
Filed 2026-11-06
AMF Tjanstepension AB
UNCHANGED
Shares15,947 from 15,947
Change0 (0%)
Value$2.3M (+$268.1K)
Filed 2026-10-22
BCS Wealth Management
INCREASED
Shares15,913 from 15,887
Change+26 (+0%)
Value$2.3M (+$270.8K)
Filed 2026-11-03
United Community Bank
DECREASED
Shares15,888 from 16,030
Change-142 (-1%)
Value$2.3M (+$248.8K)
Filed 2026-10-28
Doliver Advisors, LP
DECREASED
Shares15,861 from 16,522
Change-661 (-4%)
Value$2.3M (+$181.7K)
Filed 2026-10-01
Founders Financial Securities LLC
DECREASED
Shares15,841 from 19,290
Change-3,449 (-18%)
Value$2.3M (-$176.9K)
Filed 2026-10-28
Root Financial Partners, LLC
INCREASED
Shares15,805 from 12,102
Change+3,703 (+31%)
Value$2.3M (+$741.5K)
Filed 2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED
Shares15,755 from 15,763
Change-8 (0%)
Value$2.3M (+$263.8K)
Filed 2026-11-02
High Net Worth Advisory Group LLC
INCREASED
Shares15,683 from 15,581
Change+102 (+1%)
Value$2.3M (+$276.7K)
Filed 2026-10-26
Kennebec Savings Bank
DECREASED
Shares15,682 from 16,803
Change-1,121 (-7%)
Value$2.3M (+$119.6K)
Filed 2026-10-22
Interchange Capital Partners, LLC
DECREASED
Shares15,662 from 16,005
Change-343 (-2%)
Value$2.3M (+$221.5K)
Filed 2026-10-28
Grove Bank & Trust
INCREASED
Shares15,645 from 15,556
Change+89 (+1%)
Value$2.3M (+$274.4K)
Filed 2026-10-08
St. Johns Investment Management Company, LLC
INCREASED
Shares15,637 from 15,572
Change+65 (+0%)
Value$2.3M (+$271.2K)
Filed 2026-10-30
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares15,610 from 15,841
Change-231 (-1%)
Value$2.3M (+$232.7K)
Filed 2026-11-02
First Interstate Bank
DECREASED
Shares15,577 from 15,822
Change-245 (-2%)
Value$2.3M (+$230.4K)
Filed 2026-10-23
Hartford Financial Management Inc.
DECREASED
Shares15,564 from 15,754
Change-190 (-1%)
Value$2.3M (+$237.3K)
Filed 2026-10-21
Creative Financial Designs Inc
DECREASED
Shares15,490 from 16,797
Change-1,307 (-8%)
Value$2.3M (+$92.5K)
Filed 2026-11-04
Emerald Advisors, LLC
DECREASED
Shares15,463 from 15,776
Change-313 (-2%)
Value$2.2M (+$219.8K)
Filed 2026-10-13
Baldwin Wealth Partners LLC
DECREASED
Shares15,402 from 15,669
Change-267 (-2%)
Value$2.2M (+$224.6K)
Filed 2026-10-13
NWF Advisory Services Inc.
INCREASED
Shares15,355 from 14,785
Change+570 (+4%)
Value$2.2M (+$331.3K)
Filed 2026-10-19
Manske Wealth Management
DECREASED
Shares15,340 from 15,455
Change-115 (-1%)
Value$2.2M (+$243.1K)
Filed 2026-10-26
Lantz Financial LLC
DECREASED
Shares15,243 from 17,221
Change-1,978 (-11%)
Value$2.2M (+$2.1K)
Filed 2026-10-15
Capital Square, LLC
INCREASED
Shares15,230 from 13,720
Change+1,510 (+11%)
Value$2.2M (+$518.2K)
Filed 2026-10-19
Mraz, Amerine & Associates, Inc.
INCREASED
Shares15,179 from 15,118
Change+61 (+0%)
Value$2.2M (+$263.1K)
Filed 2026-10-30
Columbia Bank
INCREASED
Shares15,159 from 14,852
Change+307 (+2%)
Value$2.2M (+$294.3K)
Filed 2026-10-29
Yankcom Partnership
DECREASED
Shares15,143 from 16,362
Change-1,219 (-7%)
Value$2.2M (+$97.9K)
Filed 2026-10-15
Chapin Davis, Inc.
INCREASED
Shares15,136 from 15,072
Change+64 (+0%)
Value$2.2M (+$262.7K)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
DECREASED
Shares15,130 from 15,146
Change-16 (0%)
Value$2.2M (+$252.3K)
Filed 2026-10-30
Quattro Financial Advisors LLC
INCREASED
Shares15,010 from 15,000
Change+10 (+0%)
Value$2.2M (+$253.6K)
Filed 2026-10-15
Uhlmann Price Securities, LLC
INCREASED
Shares14,969 from 13,592
Change+1,377 (+10%)
Value$2.2M (+$428.5K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares14,963 from 15,195
Change-232 (-2%)
Value$2.2M (+$221.8K)
Filed 2026-10-22
Register Financial Advisors LLC
DECREASED
Shares14,932 from 15,027
Change-95 (-1%)
Value$2.2M (+$238.9K)
Filed 2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares14,891 from 13,593
Change+1,298 (+10%)
Value$2.2M (+$417.1K)
Filed 2026-10-13
LFG Wealth Partners, LLC
INCREASED
Shares14,816 from 12,471
Change+2,345 (+19%)
Value$2.2M (+$550.4K)
Filed 2026-10-28
Diversified Management Inc
INCREASED
Shares14,785 from 8,961
Change+5,824 (+65%)
Value$2.1M (+$996.9K)
Filed 2026-10-08
Scott & Selber, Inc.
DECREASED
Shares14,769 from 14,772
Change-3 (0%)
Value$2.1M (+$247.8K)
Filed 2026-10-21
Hager Investment Management Services, LLC
DECREASED
Shares14,740 from 14,795
Change-55 (0%)
Value$2.1M (+$240.7K)
Filed 2026-11-04
Symmetry Partners, LLC
INCREASED
Shares14,721 from 14,297
Change+424 (+3%)
Value$2.1M (+$301.9K)
Filed 2026-10-27
Integrity Alliance, Llc.
DECREASED
Shares14,611 from 15,024
Change-413 (-3%)
Value$2.1M (+$192.5K)
Filed 2026-10-29
Richards, Merrill & Peterson, Inc.
DECREASED
Shares14,602 from 15,030
Change-428 (-3%)
Value$2.1M (+$190.4K)
Filed 2026-10-19
Almanack Investment Partners, Llc.
INCREASED
Shares14,600 from 14,048
Change+552 (+4%)
Value$2.1M (+$316.4K)
Filed 2026-11-03
Clean Yield Group
INCREASED
Shares14,582 from 14,182
Change+400 (+3%)
Value$2.1M (+$296.5K)
Filed 2026-10-28
Hudson Canyon Capital Management
NEW
Shares14,550
Change+14,550
Value$2.1M
Filed 2026-11-04
Segment Wealth Management, LLC
DECREASED
Shares14,550 from 14,554
Change-4 (0%)
Value$2.1M (+$244.1K)
Filed 2026-10-26
Cherokee Insurance Co
UNCHANGED
Shares14,498 from 14,498
Change0 (0%)
Value$2.1M (+$243.7K)
Filed 2026-11-05
Capital Management Associates, Inc
DECREASED
Shares14,482 from 14,854
Change-372 (-2%)
Value$2.1M (+$195.6K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares14,478 from 14,011
Change+467 (+3%)
Value$2.1M (+$303.4K)
Filed 2026-11-04
Pine Haven Investment Counsel, Inc
INCREASED
Shares14,468 from 14,273
Change+195 (+1%)
Value$2.1M (+$268.3K)
Filed 2026-11-02
JSF Financial, LLC
INCREASED
Shares14,398 from 13,960
Change+438 (+3%)
Value$2.1M (+$298.3K)
Filed 2026-10-22
Curated Wealth Partners LLC
INCREASED
Shares14,395 from 3,176
Change+11,219 (+353%)
Value$2.1M (+$1.7M)
Filed 2026-10-15
VAN Strum & Towne Inc.
INCREASED
Shares14,389 from 13,293
Change+1,096 (+8%)
Value$2.1M (+$382.7K)
Filed 2026-11-06
Baker Ellis Asset Management LLC
DECREASED
Shares14,388 from 14,988
Change-600 (-4%)
Value$2.1M (+$164.8K)
Filed 2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares14,361 from 20,005
Change-5,644 (-28%)
Value$2.1M (-$483.9K)
Filed 2026-10-09
Meitav Investment House LTD
DECREASED
Shares14,360 from 14,516
Change-156 (-1%)
Value$2.1M (+$221.3K)
Filed 2026-10-28
Exchange Bank
DECREASED
Shares14,330 from 14,357
Change-27 (0%)
Value$2.1M (+$237.4K)
Filed 2026-10-07
Gibbs Wealth Management
INCREASED
Shares14,318 from 12,955
Change+1,363 (+11%)
Value$2.1M (+$415.9K)
Filed 2026-10-22
Bank & Trust Co
DECREASED
Shares14,318 from 14,439
Change-121 (-1%)
Value$2.1M (+$225.1K)
Filed 2026-10-07
Meridian Financial Advisors, LLC
DECREASED
Shares14,312 from 14,634
Change-322 (-2%)
Value$2.1M (+$199.2K)
Filed 2026-10-14
AlphaStar Capital Management, LLC
INCREASED
Shares14,310 from 14,200
Change+110 (+1%)
Value$2.1M (+$254.8K)
Filed 2026-10-16
FCG Investment Co
INCREASED
Shares14,256 from 12,049
Change+2,207 (+18%)
Value$2.1M (+$523.2K)
Filed 2026-10-13
Isthmus Partners, LLC
UNCHANGED
Shares14,237 from 14,237
Change0 (0%)
Value$2.1M (+$239.3K)
Filed 2026-10-21
Central Pacific Bank - Trust Division
DECREASED
Shares14,210 from 16,924
Change-2,714 (-16%)
Value$2.1M (-$109.9K)
Filed 2026-10-06
Bull Street Advisors, LLC
INCREASED
Shares14,174 from 14,173
Change+1 (+0%)
Value$2.1K (-$1.8M)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares14,157 from 14,125
Change+32 (+0%)
Value$2.1M (+$242.1K)
Filed 2026-11-03
Windsor Capital Management, LLC
DECREASED
Shares14,154 from 14,216
Change-62 (0%)
Value$2.1M (+$230.0K)
Filed 2026-10-13
Cassia Capital Partners, LLC
DECREASED
Shares14,147 from 14,837
Change-690 (-5%)
Value$2.1M (+$149.1K)
Filed 2026-11-04
E&G Advisors, LLC
DECREASED
Shares14,125 from 14,325
Change-200 (-1%)
Value$2.1M (+$210.8K)
Filed 2026-10-13
Kanawha Capital Management LLC
INCREASED
Shares14,106 from 12,938
Change+1,168 (+9%)
Value$2.0M (+$387.2K)
Filed 2026-10-19
Platform Technology Partners
INCREASED
Shares14,070 from 13,444
Change+626 (+5%)
Value$2.0M (+$316.9K)
Filed 2026-11-02
Claro Advisors Inc.
INCREASED
Shares14,059 from 11,805
Change+2,254 (+19%)
Value$2.0M (+$526.0K)
Filed 2026-11-02
Harbour Capital Advisors, LLC
DECREASED
Shares14,048 from 14,438
Change-390 (-3%)
Value$2.1M (+$269.6K)
Filed 2026-10-13
Canopy Partners, LLC
INCREASED
Shares14,047 from 13,530
Change+517 (+4%)
Value$2.0M (+$302.6K)
Filed 2026-10-28
Texas Bank & Trust Co
DECREASED
Shares14,045 from 14,116
Change-71 (0%)
Value$2.0M (+$227.0K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED
Shares13,987 from 14,012
Change-25 (0%)
Value$2.0M (+$231.9K)
Filed 2026-10-14
Baker Chad R
UNCHANGED
Shares13,950 from 13,950
Change0 (0%)
Value$2.0M (+$234.5K)
Filed 2026-10-22
Landmark Wealth Management, LLC
UNCHANGED
Shares13,937 from 13,937
Change0 (0%)
Value$2.0M (+$234.3K)
Filed 2026-11-03
Auxano Advisors, LLC
INCREASED
Shares13,936 from 13,910
Change+26 (+0%)
Value$2.0M (+$237.6K)
Filed 2026-11-06
City State Bank
DECREASED
Shares13,928 from 13,960
Change-32 (0%)
Value$2.0M (+$230.0K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
INCREASED
Shares13,927 from 13,470
Change+457 (+3%)
Value$2.0M (+$292.8K)
Filed 2026-10-05
RKL Wealth Management LLC
INCREASED
Shares13,914 from 13,762
Change+152 (+1%)
Value$2.0M (+$253.5K)
Filed 2026-10-16
Davis Investment Partners, LLC
INCREASED
Shares13,903 from 13,200
Change+703 (+5%)
Value$2.0M (+$324.0K)
Filed 2026-11-05
Colton Groome Financial Advisors, LLC
DECREASED
Shares13,895 from 19,130
Change-5,235 (-27%)
Value$2.0M (-$439.0K)
Filed 2026-10-06
Mcdonald Partners LLC
DECREASED
Shares13,887 from 13,987
Change-100 (-1%)
Value$2.0M (+$220.6K)
Filed 2026-11-03
AdvisorNet Financial, Inc
INCREASED
Shares13,834 from 10,405
Change+3,429 (+33%)
Value$2.0M (+$701.6K)
Filed 2026-10-15
Cypress Wealth Services, LLC
INCREASED
Shares13,807 from 13,738
Change+69 (+1%)
Value$2.0M (+$194.4K)
Filed 2026-10-21
Crew Capital Management, Ltd
INCREASED
Shares13,761 from 13,251
Change+510 (+4%)
Value$2.0M (+$296.9K)
Filed 2026-10-28
Acropolis Investment Management, LLC
DECREASED
Shares13,744 from 13,768
Change-24 (0%)
Value$2.0M (+$227.9K)
Filed 2026-10-08
Hilton Head Capital Partners, LLC
DECREASED
Shares13,733 from 15,656
Change-1,923 (-12%)
Value$2.0M (-$16.2K)
Filed 2026-10-23
Zions Bancorporation, National Association
DECREASED
Shares13,686 from 45,178
Change-31,492 (-70%)
Value$2.0M (-$3.8M)
Filed 2026-11-06
Twelve Points Wealth Management LLC
DECREASED
Shares13,655 from 13,661
Change-6 (0%)
Value$2.0M (+$286.3K)
Filed 2026-11-03
Live Oak Investment Partners
DECREASED
Shares13,652 from 13,763
Change-111 (-1%)
Value$2.0M (+$215.2K)
Filed 2026-10-23
Aspiriant, LLC
DECREASED
Shares13,635 from 17,559
Change-3,924 (-22%)
Value$2.0M (-$275.0K)
Filed 2026-10-16
Accredited Investors Inc.
INCREASED
Shares13,589 from 12,543
Change+1,046 (+8%)
Value$2.0M (+$362.8K)
Filed 2026-11-03
Costello Asset Management, Inc
DECREASED
Shares13,556 from 13,648
Change-92 (-1%)
Value$2.0M (+$216.0K)
Filed 2026-10-30
Fourpath Capital Management, LLC
DECREASED
Shares13,553 from 18,997
Change-5,444 (-29%)
Value$2.0M (-$471.8K)
Filed 2026-10-19
Hunter Associates Investment Management LLC
DECREASED
Shares13,544 from 13,691
Change-147 (-1%)
Value$2.0K (-$1.8M)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares13,469 from 13,469
Change0 (0%)
Value$2.0M (+$226.4K)
Filed 2026-10-30
Gerald Baker Financial Group LLC
DECREASED
Shares13,401 from 13,402
Change-1 (0%)
Value$1.9M (+$225.1K)
Filed 2026-10-09
GoalVest Advisory LLC
INCREASED
Shares13,395 from 13,375
Change+20 (+0%)
Value$1.9M (+$227.7K)
Filed 2026-10-02
LexAurum Advisors, LLC
INCREASED
Shares13,384 from 13,291
Change+93 (+1%)
Value$1.9M (+$237.0K)
Filed 2026-10-19
Meridian Financial Partners LLC
DECREASED
Shares13,274 from 13,656
Change-382 (-3%)
Value$1.9M (+$239.2K)
Filed 2026-10-23
Sterling Investment Counsel, LLC
DECREASED
Shares13,255 from 13,344
Change-89 (-1%)
Value$1.9M (+$211.4K)
Filed 2026-10-19
Richwood Investment Advisors, LLC
INCREASED
Shares13,201 from 13,045
Change+156 (+1%)
Value$1.9M (+$242.1K)
Filed 2026-10-30
Whalen Wealth Management Inc.
INCREASED
Shares13,162 from 12,455
Change+707 (+6%)
Value$1.9M (+$312.1K)
Filed 2026-10-08
Fjell Capital, LLC
DECREASED
Shares13,067 from 13,946
Change-879 (-6%)
Value$1.9M (+$106.6K)
Filed 2026-10-13
Knuff & Co LLC
UNCHANGED
Shares13,038 from 13,038
Change0 (0%)
Value$1.9M (+$219.2K)
Filed 2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED
Shares12,987 from 15,057
Change-2,070 (-14%)
Value$1.9M (-$49.3K)
Filed 2026-10-28
Alpine Bank Wealth Management
INCREASED
Shares12,952 from 12,893
Change+59 (+0%)
Value$1.9M (+$225.3K)
Filed 2026-10-16
JGP Wealth Management, LLC
INCREASED
Shares12,942 from 12,367
Change+575 (+5%)
Value$1.9M (+$291.4K)
Filed 2026-10-13
Hendershot Investments Inc.
UNCHANGED
Shares12,937 from 12,937
Change0 (0%)
Value$1.9M (+$217.5K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
INCREASED
Shares12,927 from 11,386
Change+1,541 (+14%)
Value$1.9M (+$415.4K)
Filed 2026-10-13
Wealth Architects, LLC
DECREASED
Shares12,911 from 13,630
Change-719 (-5%)
Value$1.9M (+$124.7K)
Filed 2026-11-03
Triangle Securities Wealth Management
DECREASED
Shares12,891 from 13,091
Change-200 (-2%)
Value$1.9M (+$191.1K)
Filed 2026-10-14
Telos Capital Management, Inc.
DECREASED
Shares12,877 from 14,035
Change-1,158 (-8%)
Value$1.9M (+$67.7K)
Filed 2026-11-02
Corundum Group, Inc.
INCREASED
Shares12,829 from 10,703
Change+2,126 (+20%)
Value$1.9M (+$488.8K)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
DECREASED
Shares12,808 from 12,867
Change-59 (0%)
Value$1.9M (+$207.7K)
Filed 2026-10-14
Loudon Investment Management, LLC
UNCHANGED
Shares12,803 from 12,803
Change0 (0%)
Value$1.9M (+$215.2K)
Filed 2026-11-06
Triad Wealth Partners, LLC
INCREASED
Shares12,769 from 12,270
Change+499 (+4%)
Value$1.9M (+$287.8K)
Filed 2026-10-26
Westover Capital Advisors, LLC
INCREASED
Shares12,763 from 11,716
Change+1,047 (+9%)
Value$1.9M (+$349.1K)
Filed 2026-10-26
Plancorp, LLC
INCREASED
Shares12,741 from 12,133
Change+608 (+5%)
Value$1.9M (+$400.2K)
Filed 2026-11-03
Keeler Thomas Management LLC
DECREASED
Shares12,731 from 12,894
Change-163 (-1%)
Value$1.8M (+$193.1K)
Filed 2026-10-29
Levin Capital Strategies, L.P.
INCREASED
Shares12,707 from 12,656
Change+51 (+0%)
Value$1.8M (+$220.4K)
Filed 2026-11-02
Cornerstone Advisory, LLC
INCREASED
Shares12,638 from 10,923
Change+1,715 (+16%)
Value$1.8M (+$432.9K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares12,616 from 12,662
Change-46 (0%)
Value$1.8M (+$206.2K)
Filed 2026-10-27
City Holding Co
INCREASED
Shares12,613 from 11,085
Change+1,528 (+14%)
Value$1.8M (+$408.3K)
Filed 2026-10-19
Quadcap Wealth Management, LLC
DECREASED
Shares12,575 from 12,973
Change-398 (-3%)
Value$1.8M (+$160.3K)
Filed 2026-11-02
MBL Wealth, LLC
DECREASED
Shares12,574 from 12,579
Change-5 (0%)
Value$1.8M (+$210.7K)
Filed 2026-10-22
Adell Harriman & Carpenter Inc
INCREASED
Shares12,456 from 12,132
Change+324 (+3%)
Value$1.8M (+$251.0K)
Filed 2026-11-02
Souders Financial Advisors
INCREASED
Shares12,428 from 12,395
Change+33 (+0%)
Value$1.8M (+$213.2K)
Filed 2026-11-03
Bill Few Associates, Inc.
DECREASED
Shares12,410 from 12,418
Change-8 (0%)
Value$1.8M (+$207.6K)
Filed 2026-10-09
Waldron Private Wealth LLC
DECREASED
Shares12,360 from 13,391
Change-1,031 (-8%)
Value$1.8M (+$85.8K)
Filed 2026-11-02
Nicholas Wealth, Llc.
INCREASED
Shares12,343 from 10,393
Change+1,950 (+19%)
Value$1.8M (+$458.1K)
Filed 2026-10-26
Guidance Capital, Inc
DECREASED
Shares12,313 from 12,391
Change-78 (-1%)
Value$1.8M (+$245.3K)
Filed 2026-11-03
Winthrop Capital Management, LLC
INCREASED
Shares12,303 from 12,254
Change+49 (+0%)
Value$1.8M (+$212.8K)
Filed 2026-11-05
Allen Investment Management, LLC
UNCHANGED
Shares12,280 from 12,280
Change0 (0%)
Value$1.8M (+$206.4K)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares12,276 from 12,276
Change0 (0%)
Value$1.8M (+$206.4K)
Filed 2026-10-30
Versant Capital Management, Inc
INCREASED
Shares12,270 from 12,085
Change+185 (+2%)
Value$1.8M (+$230.0K)
Filed 2026-10-02
MB, Levis & Associates, LLC
INCREASED
Shares12,243 from 11,732
Change+511 (+4%)
Value$1.8M (+$271.4K)
Filed 2026-10-16
Worth Asset Management, LLC
INCREASED
Shares12,235 from 4,125
Change+8,110 (+197%)
Value$1.8M (+$1.2M)
Filed 2026-10-07
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares12,209 from 8,995
Change+3,214 (+36%)
Value$1.8K (-$1.2M)
Filed 2026-11-05
Presilium Private Wealth, LLC
INCREASED
Shares12,152 from 5,084
Change+7,068 (+139%)
Value$1.8M (+$1.1M)
Filed 2026-10-26
FSM Wealth Advisors, LLC
INCREASED
Shares12,131 from 11,015
Change+1,116 (+10%)
Value$1.7M (+$311.8K)
Filed 2026-10-27
Gibson Wealth Advisors LLC
UNCHANGED
Shares12,105 from 12,105
Change0 (0%)
Value$1.8M (+$203.5K)
Filed 2026-10-20
Samalin Investment Counsel, LLC
INCREASED
Shares12,104 from 11,932
Change+172 (+1%)
Value$1.8M (+$225.7K)
Filed 2026-10-23
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares12,075 from 13,075
Change-1,000 (-8%)
Value$1.8M (+$74.5K)
Filed 2026-10-15
Discipline Wealth Solutions, LLC
INCREASED
Shares12,047 from 12,035
Change+12 (+0%)
Value$1.8M (+$204.1K)
Filed 2026-10-14
LVM Capital Management LTD
INCREASED
Shares12,013 from 11,893
Change+120 (+1%)
Value$1.7M (+$1.7M)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares11,979
Change+11,979
Value$1.7M
Filed 2026-10-26
Hilltop National Bank
INCREASED
Shares11,979 from 10,944
Change+1,035 (+9%)
Value$1.7M (+$334.4K)
Filed 2026-10-14
First Bank & Trust
DECREASED
Shares11,946 from 12,183
Change-237 (-2%)
Value$1.7M (+$170.4K)
Filed 2026-10-19
Great Lakes Retirement, Inc.
NEW
Shares11,907
Change+11,907
Value$1.7M
Filed 2026-10-26
Keudell ison Wealth Management
DECREASED
Shares11,887 from 13,268
Change-1,381 (-10%)
Value$1.7M (+$22.4K)
Filed 2026-10-16
Adelphi Trust Co
DECREASED
Shares11,830 from 12,281
Change-451 (-4%)
Value$1.7M (+$140.9K)
Filed 2026-10-05
Murphy & Mullick Capital Management Corp
INCREASED
Shares11,818 from 11,473
Change+345 (+3%)
Value$1.7M (+$242.9K)
Filed 2026-11-02
Avaii Wealth Management, LLC
DECREASED
Shares11,720 from 12,242
Change-522 (-4%)
Value$1.7M (+$118.0K)
Filed 2026-10-09
Abacus Planning Group, Inc.
DECREASED
Shares11,696 from 12,127
Change-431 (-4%)
Value$1.7M (+$141.3K)
Filed 2026-11-02
First Financial Corp
DECREASED
Shares11,643 from 11,730
Change-87 (-1%)
Value$1.7M (+$184.5K)
Filed 2026-10-13
Impact Capital Partners LLC
DECREASED
Shares11,631 from 11,635
Change-4 (0%)
Value$1.7M (+$195.0K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
INCREASED
Shares11,543 from 11,408
Change+135 (+1%)
Value$1.7M (+$211.3K)
Filed 2026-10-28
Canandaigua National Trust Co of Florida
NEW
Shares11,515
Change+11,515
Value$1.7M
Filed 2026-10-07
QV Investors Inc.
DECREASED
Shares11,507 from 18,367
Change-6,860 (-37%)
Value$1.7K (-$2.4M)
Filed 2026-10-20
Opinicus Capital, Inc.
DECREASED
Shares11,486 from 11,664
Change-178 (-2%)
Value$1.7M (+$170.2K)
Filed 2026-10-28
Absher Wealth Management, LLC
DECREASED
Shares11,480 from 11,574
Change-94 (-1%)
Value$1.7M (+$180.9K)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
DECREASED
Shares11,445 from 30,878
Change-19,433 (-63%)
Value$1.7M (-$2.3M)
Filed 2026-11-04
Woodward Diversified Capital, LLC
DECREASED
Shares11,436 from 11,619
Change-183 (-2%)
Value$1.7M (+$168.8K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
INCREASED
Shares11,427 from 10,137
Change+1,290 (+13%)
Value$1.7M (+$373.9K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares11,413 from 13,246
Change-1,833 (-14%)
Value$1.7M (-$43.7K)
Filed 2026-10-22
Aspetuck Financial Management LLC
DECREASED
Shares11,353 from 11,450
Change-97 (-1%)
Value$1.6M (+$178.4K)
Filed 2026-11-04
Pinion Investment Advisors, LLC
INCREASED
Shares11,340 from 11,335
Change+5 (+0%)
Value$1.6M (+$191.2K)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares11,328 from 10,279
Change+1,049 (+10%)
Value$1.6M (+$326.2K)
Filed 2026-10-14
Hamilton Point Investment Advisors, LLC
DECREASED
Shares11,326 from 11,687
Change-361 (-3%)
Value$1.7M (+$143.7K)
Filed 2026-11-03
Rare Wolf Capital LLC
DECREASED
Shares11,317 from 13,596
Change-2,279 (-17%)
Value$1.6M (-$102.6K)
Filed 2026-10-20
Lyell Wealth Management, LP
INCREASED
Shares11,294 from 10,816
Change+478 (+4%)
Value$1.6M (+$251.2K)
Filed 2026-10-30
Forza Wealth Management, LLC
INCREASED
Shares11,267 from 10,879
Change+388 (+4%)
Value$1.6M (+$239.3K)
Filed 2026-10-20
Pegasus Asset Management, Inc.
INCREASED
Shares11,213 from 10,995
Change+218 (+2%)
Value$1.6M (+$216.5K)
Filed 2026-11-03
Johnson & White Wealth Management, LLC
DECREASED
Shares11,187 from 11,213
Change-26 (0%)
Value$1.6M (+$184.7K)
Filed 2026-11-03
TCI Wealth Advisors, Inc.
INCREASED
Shares11,163 from 9,242
Change+1,921 (+21%)
Value$1.6M (+$434.5K)
Filed 2026-10-30
Advisor Resource Council
INCREASED
Shares11,153 from 10,570
Change+583 (+6%)
Value$1.6M (+$216.2K)
Filed 2026-11-05
111 Capital
INCREASED
Shares11,148 from 4,582
Change+6,566 (+143%)
Value$1.6M (+$1.0M)
Filed 2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares11,091 from 11,335
Change-244 (-2%)
Value$1.6M (+$199.9K)
Filed 2026-10-21
Abacus Wealth Partners, LLC
DECREASED
Shares11,050 from 11,511
Change-461 (-4%)
Value$1.6M (+$126.5K)
Filed 2026-11-03
Pullen Investment Management, LLC
INCREASED
Shares11,048 from 10,982
Change+66 (+1%)
Value$1.6M (+$194.2K)
Filed 2026-10-23
Providence Wealth Advisors, LLC
INCREASED
Shares11,047 from 11,036
Change+11 (+0%)
Value$1.6M (+$170.1K)
Filed 2026-10-29
Mechanics Financial Corp
INCREASED
Shares11,032 from 10,915
Change+117 (+1%)
Value$1.6M (+$200.5K)
Filed 2026-11-05
Wincap Financial LLC
DECREASED
Shares11,017 from 12,130
Change-1,113 (-9%)
Value$1.6M (+$42.1K)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED
Shares11,011 from 11,626
Change-615 (-5%)
Value$1.6M (+$106.1K)
Filed 2026-10-19
Elevatus Welath Management
INCREASED
Shares10,997 from 8,152
Change+2,845 (+35%)
Value$1.6M (+$550.3K)
Filed 2026-10-19
Formidable Asset Management, LLC
DECREASED
Shares10,984 from 11,070
Change-86 (-1%)
Value$1.4M (+$79.8K)
Filed 2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares10,963 from 11,076
Change-113 (-1%)
Value$1.6M (+$169.8K)
Filed 2026-10-16
Madrona Financial Services, LLC
NEW
Shares10,952
Change+10,952
Value$1.6M
Filed 2026-10-23
WBH Advisory Inc
INCREASED
Shares10,932 from 10,549
Change+383 (+4%)
Value$1.6M (+$233.0K)
Filed 2026-11-05
Physicians Financial Services, Inc.
DECREASED
Shares10,907 from 10,970
Change-63 (-1%)
Value$1.6K (-$1.4M)
Filed 2026-11-04
Diligent Investors, LLC
DECREASED
Shares10,890 from 11,294
Change-404 (-4%)
Value$1.6M (+$131.1K)
Filed 2026-10-21
Convergence Financial, LLC
DECREASED
Shares10,863 from 19,556
Change-8,693 (-44%)
Value$1.6M (-$934.4K)
Filed 2026-10-27
QTR Family Wealth, LLC
DECREASED
Shares10,832 from 12,019
Change-1,187 (-10%)
Value$1.6M (+$29.6K)
Filed 2026-11-02
World Equity Group, Inc.
DECREASED
Shares10,826 from 14,093
Change-3,267 (-23%)
Value$1.6M (-$230.0K)
Filed 2026-10-14
AMI Asset Management Corp
INCREASED
Shares10,800 from 10,718
Change+82 (+1%)
Value$1.6M (+$192.1K)
Filed 2026-10-20
Anchyra Partners LLC
INCREASED
Shares10,791 from 9,746
Change+1,045 (+11%)
Value$1.6M (+$315.7K)
Filed 2026-10-13
Allen Capital Group, LLC
INCREASED
Shares10,785 from 10,589
Change+196 (+2%)
Value$1.6M (+$206.5K)
Filed 2026-10-27
Arwa LLC
DECREASED
Shares10,762 from 11,712
Change-950 (-8%)
Value$1.5M (+$33.1K)
Filed 2026-10-21
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares10,748 from 10,748
Change0 (0%)
Value$1.6M (+$180.7K)
Filed 2026-10-26
Wolff Financial Management LLC
DECREASED
Shares10,720 from 10,886
Change-166 (-2%)
Value$1.6M (+$158.9K)
Filed 2026-10-23
Klingman & Associates, LLC
INCREASED
Shares10,716 from 10,463
Change+253 (+2%)
Value$1.6M (+$212.6K)
Filed 2026-10-20
CRA Financial Services, LLC
INCREASED
Shares10,716 from 10,499
Change+217 (+2%)
Value$1.6M (+$208.0K)
Filed 2026-10-16
MBA Advisors LLC
DECREASED
Shares10,691 from 10,918
Change-227 (-2%)
Value$1.6M (+$150.5K)
Filed 2026-10-29
Sylvest Advisors, LLC
DECREASED
Shares10,671 from 11,472
Change-801 (-7%)
Value$1.6M (+$76.5K)
Filed 2026-10-26
Smithbridge Asset Management Inc
INCREASED
Shares10,648 from 10,048
Change+600 (+6%)
Value$1.5M (+$256.1K)
Filed 2026-10-19
NBH Bank
INCREASED
Shares10,646 from 10,243
Change+403 (+4%)
Value$1.5M (+$230.7K)
Filed 2026-11-05
Paradigm Asset Management Co LLC
DECREASED
Shares10,600 from 13,500
Change-2,900 (-21%)
Value$1.5M (-$194.5K)
Filed 2026-11-05
M. Kraus & Co
DECREASED
Shares10,598 from 10,698
Change-100 (-1%)
Value$1.5M (+$165.3K)
Filed 2026-10-20
Meadow Creek Wealth Advisors LLC
DECREASED
Shares10,592 from 10,790
Change-198 (-2%)
Value$1.5M (+$152.6K)
Filed 2026-11-02
Langley Wealth Management, LLC
INCREASED
Shares10,586 from 10,546
Change+40 (+0%)
Value$1.5M (+$183.2K)
Filed 2026-11-04
Focus Financial Network, Inc.
DECREASED
Shares10,576 from 10,855
Change-279 (-3%)
Value$1.5M (+$150.9K)
Filed 2026-10-14
Mccarter Private Wealth Services LLC
INCREASED
Shares10,561 from 10,538
Change+23 (+0%)
Value$1.5M (+$180.5K)
Filed 2026-10-22
Westco Advisory Services Inc
UNCHANGED
Shares10,558 from 10,558
Change0 (0%)
Value$1.5M (+$177.5K)
Filed 2026-10-14
Forum Financial Management, LP
DECREASED
Shares10,553 from 10,899
Change-346 (-3%)
Value$1.5M (+$132.8K)
Filed 2026-10-16
Summit Financial Wealth Advisors, LLC
DECREASED
Shares10,547 from 10,611
Change-64 (-1%)
Value$1.5M (+$169.1K)
Filed 2026-10-15
Center for Financial Planning, Inc.
DECREASED
Shares10,539 from 11,433
Change-894 (-8%)
Value$1.5M (+$62.3K)
Filed 2026-10-26
Old Mission Investment Co LLC
INCREASED
Shares10,454 from 10,342
Change+112 (+1%)
Value$1.5M (+$190.0K)
Filed 2026-10-22
Elevated Private Wealth, LLC
DECREASED
Shares10,434 from 10,972
Change-538 (-5%)
Value$1.5M (+$106.3K)
Filed 2026-10-15
Trust Co of the South
UNCHANGED
Shares10,430 from 10,430
Change0 (0%)
Value$1.5M (+$175.3K)
Filed 2026-10-21
Sage Rhino Capital LLC
DECREASED
Shares10,421 from 10,448
Change-27 (0%)
Value$1.5M (+$171.7K)
Filed 2026-10-28
XXI Wealth, LLC
INCREASED
Shares10,419 from 10,121
Change+298 (+3%)
Value$1.5M (+$213.4K)
Filed 2026-10-22
Asset One Wealth Management LLC
INCREASED
Shares10,416 from 6,710
Change+3,706 (+55%)
Value$1.5M (+$684.1K)
Filed 2026-11-02
Baxter Bros Inc
DECREASED
Shares10,387 from 10,391
Change-4 (0%)
Value$1.5M (+$174.1K)
Filed 2026-11-04
Zullo Investment Group, Inc.
DECREASED
Shares10,363 from 10,396
Change-33 (0%)
Value$1.5M (+$169.9K)
Filed 2026-10-20
First Affirmative Financial Network
NEW
Shares10,331
Change+10,331
Value$1.5M
Filed 2026-10-21
Hall Laurie J Trustee
DECREASED
Shares10,314 from 12,164
Change-1,850 (-15%)
Value$1.5M (-$64.3K)
Filed 2026-10-06
Navigation Group, LLC
UNCHANGED
Shares10,265 from 10,265
Change0 (0%)
Value$1.5M (+$172.6K)
Filed 2026-10-28
MSH Capital Advisors LLC
INCREASED
Shares10,204 from 9,998
Change+206 (+2%)
Value$1.5M (+$197.7K)
Filed 2026-11-03
Kentucky Trust Co
INCREASED
Shares10,180 from 10,078
Change+102 (+1%)
Value$1.5M (+$184.2K)
Filed 2026-10-15
Wealth Effects LLC
UNCHANGED
Shares10,164 from 10,164
Change0 (0%)
Value$1.5M (+$170.9K)
Filed 2026-10-23
Leisure Capital Management
UNCHANGED
Shares10,142 from 10,142
Change0 (0%)
Value$1.5M (+$170.5K)
Filed 2026-11-03
Legal Advantage Investments, Inc.
INCREASED
Shares10,140 from 9,140
Change+1,000 (+11%)
Value$1.5M (+$299.0K)
Filed 2026-10-13
Eagle Wealth Strategies LLC
DECREASED
Shares10,110 from 10,404
Change-294 (-3%)
Value$1.5M (+$132.1K)
Filed 2026-10-20
Lynch Asset Management, Inc.
UNCHANGED
Shares10,100 from 10,100
Change0 (0%)
Value$1.5M (+$169.8K)
Filed 2026-10-28
Abundance Wealth Counselors
INCREASED
Shares10,096 from 2,406
Change+7,690 (+320%)
Value$1.5M (+$1.2M)
Filed 2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED
Shares10,096 from 10,597
Change-501 (-5%)
Value$1.5M (+$105.3K)
Filed 2026-10-15
Prentice Wealth Management LLC
INCREASED
Shares10,095 from 10,076
Change+19 (+0%)
Value$1.5M (+$172.1K)
Filed 2026-10-20
West Branch Capital LLC
INCREASED
Shares10,092 from 8,301
Change+1,791 (+22%)
Value$1.5M (+$399.9K)
Filed 2026-10-20
Breakwater Capital Group
DECREASED
Shares10,090 from 10,650
Change-560 (-5%)
Value$1.5M (+$97.7K)
Filed 2026-10-09
Essential Partners LLC
UNCHANGED
Shares10,044 from 10,044
Change0 (0%)
Value$1.5M (+$168.8K)
Filed 2026-10-14
Capital Asset Advisory Services LLC
DECREASED
Shares10,011 from 23,955
Change-13,944 (-58%)
Value$1.5M (-$1.6M)
Filed 2026-10-30
Alhambra Investment Management LLC
DECREASED
Shares10,000 from 10,112
Change-112 (-1%)
Value$1.5M (+$153.7K)
Filed 2026-10-15
CV Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.5M (+$168.1K)
Filed 2026-10-13
Swiss RE LTD
INCREASED
Shares9,969 from 6,058
Change+3,911 (+65%)
Value$1.4M (+$670.1K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares9,966 from 9,768
Change+198 (+2%)
Value$1.4M (+$193.0K)
Filed 2026-11-05
Kelleher Financial Advisors
DECREASED
Shares9,964 from 12,663
Change-2,699 (-21%)
Value$1.4M (-$179.3K)
Filed 2026-10-30
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares9,950 from 10,129
Change-179 (-2%)
Value$1.4M (+$144.3K)
Filed 2026-10-08
Balefire, LLC
DECREASED
Shares9,949 from 10,039
Change-90 (-1%)
Value$1.4M (+$155.7K)
Filed 2026-10-09
Cove Private Wealth, LLC
INCREASED
Shares9,942 from 9,510
Change+432 (+5%)
Value$1.4M (+$222.6K)
Filed 2026-10-28
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares9,894 from 16,394
Change-6,500 (-40%)
Value$1.4M (-$679.0K)
Filed 2026-10-21
Lipe & Dalton
INCREASED
Shares9,888 from 9,883
Change+5 (+0%)
Value$1.4K (+$167)
Filed 2026-10-15
Guerra PAN Advisors, LLC
DECREASED
Shares9,873 from 9,920
Change-47 (0%)
Value$1.4M (+$143.3K)
Filed 2026-10-26
Hickory Point Bank & Trust
DECREASED
Shares9,865 from 10,050
Change-185 (-2%)
Value$1.4M (+$142.1K)
Filed 2026-10-01
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares9,859 from 9,886
Change-27 (0%)
Value$1.4M (+$162.2K)
Filed 2026-10-14
Crumly & Associates Inc.
INCREASED
Shares9,768 from 9,224
Change+544 (+6%)
Value$1.4M (+$234.1K)
Filed 2026-10-07
BridgePort Financial Solutions, LLC
INCREASED
Shares9,759 from 9,290
Change+469 (+5%)
Value$1.4M (+$224.3K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares9,733 from 2,732
Change+7,001 (+256%)
Value$1.4M (+$1.1M)
Filed 2026-10-30
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares9,730 from 10,472
Change-742 (-7%)
Value$1.4M (+$68.2K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
UNCHANGED
Shares9,714 from 9,714
Change0 (0%)
Value$1.4M (+$163.4K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
INCREASED
Shares9,707 from 9,566
Change+141 (+1%)
Value$1.4M (+$181.3K)
Filed 2026-10-21
Family Capital Management, Inc.
DECREASED
Shares9,661 from 9,999
Change-338 (-3%)
Value$1.4M (+$118.9K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
INCREASED
Shares9,657 from 9,515
Change+142 (+1%)
Value$1.4M (+$180.6K)
Filed 2026-11-06
Acorn Financial Advisory Services Inc
INCREASED
Shares9,616 from 9,615
Change+1 (+0%)
Value$1.4M (+$161.9K)
Filed 2026-11-02
Oslo Pensjonsforsikring AS
DECREASED
Shares9,609 from 10,269
Change-660 (-6%)
Value$1.4M (+$76.7K)
Filed 2026-10-15
Great Diamond Partners, LLC
DECREASED
Shares9,599 from 9,602
Change-3 (0%)
Value$1.4M (+$161.0K)
Filed 2026-10-13
Fiduciary Family Office, LLC
DECREASED
Shares9,533 from 9,551
Change-18 (0%)
Value$1.4M (+$157.9K)
Filed 2026-11-04
Hedges Asset Management LLC
DECREASED
Shares9,500 from 10,450
Change-950 (-9%)
Value$1.4M (+$37.6K)
Filed 2026-10-29
Gilman Hill Asset Management, LLC
DECREASED
Shares9,498 from 10,457
Change-959 (-9%)
Value$1.4M (+$36.4K)
Filed 2026-10-13
Greenwood Capital Associates LLC
DECREASED
Shares9,449 from 9,775
Change-326 (-3%)
Value$1.4M (+$116.9K)
Filed 2026-10-27
Intelligence Driven Advisers, LLC
DECREASED
Shares9,377 from 9,720
Change-343 (-4%)
Value$1.4M (+$113.5K)
Filed 2026-10-09
Westbourne Investment Advisors, Inc.
DECREASED
Shares9,336 from 10,461
Change-1,125 (-11%)
Value$1.4M (+$12.4K)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
INCREASED
Shares9,335 from 9,246
Change+89 (+1%)
Value$1.4M (+$168.4K)
Filed 2026-10-26
Blodgett Wealth Advisors, LLC
INCREASED
Shares9,335 from 9,334
Change+1 (+0%)
Value$1.4M (+$157.1K)
Filed 2026-10-23
Bestgate Wealth Advisors, LLC
NEW
Shares9,316
Change+9,316
Value$1.4M
Filed 2026-10-13
Genus Capital Management Inc.
DECREASED
Shares9,290 from 22,719
Change-13,429 (-59%)
Value$1.3M (-$1.6M)
Filed 2026-11-04
Magnus Financial Group LLC
INCREASED
Shares9,265 from 7,351
Change+1,914 (+26%)
Value$1.3M (+$401.7K)
Filed 2026-10-21
Everest Financial Group LLC
DECREASED
Shares9,264 from 9,678
Change-414 (-4%)
Value$1.3M (+$102.5K)
Filed 2026-11-06
Alliance Wealth Management Group
UNCHANGED
Shares9,225 from 9,225
Change0 (0%)
Value$1.3M (+$155.1K)
Filed 2026-10-29
Towercrest Capital Management
UNCHANGED
Shares9,225 from 9,225
Change0 (0%)
Value$1.3M (+$155.1K)
Filed 2026-10-23
Carnegie Lake Advisors LLC
INCREASED
Shares9,222 from 9,173
Change+49 (+1%)
Value$1.3M (+$161.4K)
Filed 2026-11-06
Pines Wealth Management, LLC
DECREASED
Shares9,209 from 9,388
Change-179 (-2%)
Value$1.3M (+$131.8K)
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED
Shares9,198 from 10,095
Change-897 (-9%)
Value$1.3M (+$39.3K)
Filed 2026-10-20
Peddock Capital Advisors, LLC
INCREASED
Shares9,179 from 9,129
Change+50 (+1%)
Value$1.3M (+$160.7K)
Filed 2026-10-16
Lakeshore Capital Group, Inc.
INCREASED
Shares9,178 from 8,676
Change+502 (+6%)
Value$1.3M (+$218.9K)
Filed 2026-10-20
Unified Investment Management
DECREASED
Shares9,131 from 10,446
Change-1,315 (-13%)
Value$1.3M (-$15.5K)
Filed 2026-10-14
Rayburn West Financial Services LLC
UNCHANGED
Shares9,059 from 9,059
Change0 (0%)
Value$1.3M (+$152.3K)
Filed 2026-11-03
SBK Financial, Inc.
UNCHANGED
Shares9,054 from 9,054
Change0 (0%)
Value$1.3M (+$152.2K)
Filed 2026-11-02
Avantra Family Wealth, Inc.
INCREASED
Shares9,042 from 7,156
Change+1,886 (+26%)
Value$1.3M (+$394.4K)
Filed 2026-10-20
Aviso Wealth Management
DECREASED
Shares9,022 from 10,229
Change-1,207 (-12%)
Value$1.3M (-$3.6K)
Filed 2026-11-04
SmartHarvest Portfolios, LLC
INCREASED
Shares9,003 from 8,628
Change+375 (+4%)
Value$1.3M (+$199.5K)
Filed 2026-10-26
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares9,000 from 14,000
Change-5,000 (-36%)
Value$1.3M (-$491.2K)
Filed 2026-11-06
Plan Group Financial, LLC
INCREASED
Shares8,984 from 8,264
Change+720 (+9%)
Value$1.3M (+$270.4K)
Filed 2026-10-22
Howard Financial Services, Ltd.
INCREASED
Shares8,962 from 8,145
Change+817 (+10%)
Value$1.3M (+$255.6K)
Filed 2026-10-15
Spirit of America Management Corp
UNCHANGED
Shares8,950 from 8,950
Change0 (0%)
Value$1.3M (+$150.5K)
Filed 2026-10-14
First Business Financial Services, Inc.
DECREASED
Shares8,946 from 9,062
Change-116 (-1%)
Value$1.3M (+$135.5K)
Filed 2026-10-29
Greenfield Savings Bank
INCREASED
Shares8,945 from 8,547
Change+398 (+5%)
Value$1.3M (+$201.5K)
Filed 2026-10-07
Rose Capital Advisors LLC
INCREASED
Shares8,916 from 4,482
Change+4,434 (+99%)
Value$1.3M (+$719.9K)
Filed 2026-11-04
Stonebridge Financial Group, LLC
INCREASED
Shares8,894 from 8,747
Change+147 (+2%)
Value$1.3M (+$168.5K)
Filed 2026-10-01
Zenith Solutions, Inc.
DECREASED
Shares8,887 from 9,739
Change-852 (-9%)
Value$1.3M (+$40.0K)
Filed 2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares8,875 from 8,854
Change+21 (+0%)
Value$1.3M (+$151.9K)
Filed 2026-10-29
Legacy Advisors, LLC
DECREASED
Shares8,837 from 11,408
Change-2,571 (-23%)
Value$1.3M (-$183.9K)
Filed 2026-10-19
Adirondack Trust Co
INCREASED
Shares8,835 from 8,753
Change+82 (+1%)
Value$1.3M (+$159.0K)
Filed 2026-10-14
Staley Capital Advisers Inc
INCREASED
Shares8,831 from 7,910
Change+921 (+12%)
Value$1.3M (+$266.8K)
Filed 2026-11-06
Fulton Breakefield Broenniman LLC
INCREASED
Shares8,830 from 8,751
Change+79 (+1%)
Value$1.3M (+$158.6K)
Filed 2026-11-03
Jmac Enterprises LLC
DECREASED
Shares8,823 from 9,621
Change-798 (-8%)
Value$1.3M (+$45.8K)
Filed 2026-10-30
Investment Partners, Ltd.
INCREASED
Shares8,813 from 5,098
Change+3,715 (+73%)
Value$1.3M (+$625.6K)
Filed 2026-10-29
Clear Wave Wealth Management LLC
INCREASED
Shares8,786 from 6,280
Change+2,506 (+40%)
Value$1.3M (+$469.7K)
Filed 2026-11-04
Washington Capital Management, Inc
UNCHANGED
Shares8,783 from 8,783
Change0 (0%)
Value$1.3M (+$147.6K)
Filed 2026-10-19
Somerset Trust Co
INCREASED
Shares8,733 from 8,701
Change+32 (+0%)
Value$1.3M (+$150.9K)
Filed 2026-10-13
Promethium Advisors,llc
UNCHANGED
Shares8,728 from 8,728
Change0 (0%)
Value$1.3M (+$146.7K)
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares8,726 from 8,626
Change+100 (+1%)
Value$1.3M (+$159.6K)
Filed 2026-10-30
Aegis Wealth Management, Inc.
INCREASED
Shares8,718 from 8,599
Change+119 (+1%)
Value$1.3M (+$161.8K)
Filed 2026-10-26
Verity Asset Management, Inc.
DECREASED
Shares8,696 from 8,942
Change-246 (-3%)
Value$1.3M (+$114.6K)
Filed 2026-10-30
General Partner, Inc.
UNCHANGED
Shares8,686 from 8,686
Change0 (0%)
Value$1.3M (+$146.0K)
Filed 2026-10-05
SYM Financial Corp
INCREASED
Shares8,684 from 8,324
Change+360 (+4%)
Value$1.3M (+$192.2K)
Filed 2026-10-26
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares8,679 from 8,638
Change+41 (+0%)
Value$1.3K (-$1.1M)
Filed 2026-11-04
Obermeyer Wealth Partners
INCREASED
Shares8,660 from 8,359
Change+301 (+4%)
Value$1.3M (+$184.3K)
Filed 2026-10-21
Shore Point Advisors, LLC
DECREASED
Shares8,646 from 8,837
Change-191 (-2%)
Value$1.3M (+$120.8K)
Filed 2026-10-14
Coston, McIsaac & Partners
INCREASED
Shares8,633 from 8,609
Change+24 (+0%)
Value$1.3M (+$148.5K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,627 from 7,229
Change+1,398 (+19%)
Value$1.3M (+$324.3K)
Filed 2026-10-13
Charles Schwab Trust Co
INCREASED
Shares8,622 from 8,250
Change+372 (+5%)
Value$1.3M (+$192.7K)
Filed 2026-10-15
Roman Butler Fullerton & Co
DECREASED
Shares8,619 from 8,695
Change-76 (-1%)
Value$1.2M (+$159.5K)
Filed 2026-10-27
Winthrop Advisory Group LLC
INCREASED
Shares8,617 from 7,931
Change+686 (+9%)
Value$1.3M (+$233.6K)
Filed 2026-10-22
Argentarii, LLC
INCREASED
Shares8,608 from 8,564
Change+44 (+1%)
Value$1.3M (+$133.9K)
Filed 2026-10-28
Wakefield Asset Management Lllp
INCREASED
Shares8,605 from 8,331
Change+274 (+3%)
Value$1.3M (+$179.9K)
Filed 2026-11-05
Weinberger Asset Management, Inc
INCREASED
Shares8,582 from 8,545
Change+37 (+0%)
Value$1.2M (+$134.5K)
Filed 2026-10-28
Northern Financial Advisors Inc
INCREASED
Shares8,581 from 8,398
Change+183 (+2%)
Value$1.2M (+$167.7K)
Filed 2026-10-29
Elyxium Wealth, LLC
INCREASED
Shares8,543 from 7,919
Change+624 (+8%)
Value$1.2M (+$223.8K)
Filed 2026-10-27
Neumann Capital Management, LLC
NEW
Shares8,527
Change+8,527
Value$1.2M
Filed 2026-10-15
Larry Mathis Financial Planning, LLC
DECREASED
Shares8,521 from 9,013
Change-492 (-5%)
Value$1.2M (+$80.0K)
Filed 2026-10-26
Partners Wealth Management, LLC
INCREASED
Shares8,506 from 3,079
Change+5,427 (+176%)
Value$1.2M (+$847.5K)
Filed 2026-10-28
L. Roy Papp & Associates, LLP
INCREASED
Shares8,491 from 8,457
Change+34 (+0%)
Value$1.2M (+$147.1K)
Filed 2026-10-21
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares8,481 from 7,860
Change+621 (+8%)
Value$1.2M (+$222.3K)
Filed 2026-10-20
Patriot Investment Management Group, Inc.
INCREASED
Shares8,467 from 8,465
Change+2 (+0%)
Value$1.2M (+$142.7K)
Filed 2026-10-15
Bank of New Hampshire
DECREASED
Shares8,433 from 8,478
Change-45 (-1%)
Value$1.2M (+$136.0K)
Filed 2026-10-06
Wealth Alliance Advisory Group, LLC
INCREASED
Shares8,432 from 8,319
Change+113 (+1%)
Value$1.2M (+$156.3K)
Filed 2026-10-14
DeDora Capital, Inc.
DECREASED
Shares8,422 from 9,956
Change-1,534 (-15%)
Value$1.2M (-$55.5K)
Filed 2026-10-26
Magnolia Capital Management LTD
UNCHANGED
Shares8,417 from 8,417
Change0 (0%)
Value$1.2K (+$141)
Filed 2026-10-09
San Luis Wealth Advisors LLC
DECREASED
Shares8,403 from 9,440
Change-1,037 (-11%)
Value$1.2M (+$8.0K)
Filed 2026-10-27
Strategic Advisors LLC
INCREASED
Shares8,383 from 8,362
Change+21 (+0%)
Value$1.2M (+$143.5K)
Filed 2026-10-13
Trust Co
INCREASED
Shares8,350 from 8,184
Change+166 (+2%)
Value$1.2M (+$161.7K)
Filed 2026-10-09
YHB Investment Advisors, Inc.
DECREASED
Shares8,328 from 8,398
Change-70 (-1%)
Value$1.2M (+$131.0K)
Filed 2026-10-08
Ignite Planners, LLC
INCREASED
Shares8,302 from 7,223
Change+1,079 (+15%)
Value$1.2M (+$284.5K)
Filed 2026-10-14
Lederer & Associates Investment Counsel
DECREASED
Shares8,296 from 9,603
Change-1,307 (-14%)
Value$1.2K (-$29)
Filed 2026-10-23
Cooper Financial Group
INCREASED
Shares8,281 from 8,089
Change+192 (+2%)
Value$1.2M (+$163.9K)
Filed 2026-10-07
Tempus Wealth Planning, LLC
INCREASED
Shares8,266 from 7,491
Change+775 (+10%)
Value$1.2M (+$238.5K)
Filed 2026-10-14
Consilium Wealth Advisory, LLC
INCREASED
Shares8,238 from 1,831
Change+6,407 (+350%)
Value$1.2M (+$961.8K)
Filed 2026-10-14
Ridgewood Investments LLC
DECREASED
Shares8,238 from 9,440
Change-1,202 (-13%)
Value$1.2M (-$16.0K)
Filed 2026-10-05
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares8,236 from 7,565
Change+671 (+9%)
Value$1.2M (+$224.9K)
Filed 2026-10-09
Aspen Investment Management Inc
INCREASED
Shares8,220 from 6,310
Change+1,910 (+30%)
Value$1.2K (+$383)
Filed 2026-11-05
Sage Mountain Advisors LLC
DECREASED
Shares8,218 from 9,098
Change-880 (-10%)
Value$1.2M (+$25.1K)
Filed 2026-11-02
Armstrong, Fleming & Moore, Inc
INCREASED
Shares8,203 from 8,188
Change+15 (+0%)
Value$1.2M (+$139.8K)
Filed 2026-10-28
Total Wealth Planning & Management, Inc.
DECREASED
Shares8,200 from 8,427
Change-227 (-3%)
Value$1.2M (+$108.6K)
Filed 2026-10-23
Bank of Stockton
INCREASED
Shares8,199 from 7,615
Change+584 (+8%)
Value$1.2M (+$212.9K)
Filed 2026-10-20
Barton Investment Management
UNCHANGED
Shares8,158 from 8,158
Change0 (0%)
Value$1.2M (+$137.1K)
Filed 2026-10-27
Kaufman Rossin Wealth, LLC
INCREASED
Shares8,131 from 7,655
Change+476 (+6%)
Value$1.2M (+$224.1K)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares8,103 from 8,103
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-26
Hardy Reed LLC
INCREASED
Shares8,076 from 7,034
Change+1,042 (+15%)
Value$1.2M (+$269.7K)
Filed 2026-11-06
CFM Wealth Partners LLC
UNCHANGED
Shares8,071 from 8,071
Change0 (0%)
Value$1.2M (+$135.7K)
Filed 2026-11-05
Aurora Private Wealth, Inc.
DECREASED
Shares8,070 from 8,690
Change-620 (-7%)
Value$1.2K (-$1.1M)
Filed 2026-10-20
Sara-Bay Financial
DECREASED
Shares8,068 from 8,311
Change-243 (-3%)
Value$1.2M (+$104.4K)
Filed 2026-10-21
Orca Wealth Management, LLC
INCREASED
Shares8,067 from 7,878
Change+189 (+2%)
Value$1.2M (+$160.0K)
Filed 2026-10-14
Beaumont Asset Management, L.L.C.
INCREASED
Shares8,064 from 8,037
Change+27 (+0%)
Value$1.2M (+$139.0K)
Filed 2026-10-16
Northwest Wealth Management, LLC
INCREASED
Shares8,039 from 7,944
Change+95 (+1%)
Value$1.2M (+$147.4K)
Filed 2026-10-30
Investors Research Corp
DECREASED
Shares8,031 from 8,779
Change-748 (-9%)
Value$1.2M (+$38.9K)
Filed 2026-10-07
Mcrae Capital Management Inc
DECREASED
Shares8,030 from 8,069
Change-39 (0%)
Value$1.2M (+$130.0K)
Filed 2026-10-15
Legacy Trust
INCREASED
Shares8,027 from 6,318
Change+1,709 (+27%)
Value$1.2M (+$388.3K)
Filed 2026-11-06
Professional Advisory Services Inc
INCREASED
Shares7,998 from 7,972
Change+26 (+0%)
Value$1.2K (+$138)
Filed 2026-10-08
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares7,996 from 8,019
Change-23 (0%)
Value$1.2M (+$131.4K)
Filed 2026-10-19
InvesTrust
DECREASED
Shares7,978 from 8,198
Change-220 (-3%)
Value$1.2M (+$105.8K)
Filed 2026-10-14
Financial Consulate, Inc
INCREASED
Shares7,974 from 7,599
Change+375 (+5%)
Value$1.2M (+$182.7K)
Filed 2026-10-23
Builder Investment Group Inc
INCREASED
Shares7,971 from 7,967
Change+4 (+0%)
Value$1.2M (+$134.6K)
Filed 2026-10-22
Mendel Money Management
DECREASED
Shares7,949 from 8,050
Change-101 (-1%)
Value$1.2M (+$120.6K)
Filed 2026-11-02
Investment Management Corp
INCREASED
Shares7,922 from 6,872
Change+1,050 (+15%)
Value$1.2M (+$268.1K)
Filed 2026-11-03
Cambridge Advisors Inc.
INCREASED
Shares7,902 from 7,852
Change+50 (+1%)
Value$1.1M (+$139.3K)
Filed 2026-10-19
Old Port Advisors
INCREASED
Shares7,899 from 7,724
Change+175 (+2%)
Value$1.1M (+$155.3K)
Filed 2026-10-23
Brucke Financial, Inc.
INCREASED
Shares7,896 from 6,337
Change+1,559 (+25%)
Value$1.1M (+$333.1K)
Filed 2026-10-23
Northcape Wealth Management, LLC
DECREASED
Shares7,884 from 8,353
Change-469 (-6%)
Value$1.1M (+$72.2K)
Filed 2026-11-04
Sanders Morris Harris LLC
INCREASED
Shares7,874 from 1,578
Change+6,296 (+399%)
Value$1.2M (+$954.4K)
Filed 2026-10-14
Greenspring Advisors, LLC
DECREASED
Shares7,849 from 7,857
Change-8 (0%)
Value$1.1M (+$130.9K)
Filed 2026-11-05
Verus Capital Partners, LLC
INCREASED
Shares7,837 from 7,818
Change+19 (+0%)
Value$1.1M (+$134.2K)
Filed 2026-11-03
Abel Hall, LLC
INCREASED
Shares7,832 from 7,789
Change+43 (+1%)
Value$1.1M (+$137.2K)
Filed 2026-10-19
Riversedge Advisors, LLC
INCREASED
Shares7,830 from 6,880
Change+950 (+14%)
Value$1.1M (+$253.7K)
Filed 2026-10-09
May Hill Capital, LLC
INCREASED
Shares7,819 from 7,298
Change+521 (+7%)
Value$1.1M (+$198.4K)
Filed 2026-11-03
Collaborative Fund Advisors, LLC
INCREASED
Shares7,802 from 4,323
Change+3,479 (+80%)
Value$1.1M (+$578.2K)
Filed 2026-11-02
Lighthouse Financial Services Inc
INCREASED
Shares7,801 from 7,780
Change+21 (+0%)
Value$1.1M (+$158.2K)
Filed 2026-11-02
FNY Investment Advisers, LLC
INCREASED
Shares7,800 from 596
Change+7,204 (+1209%)
Value$1.1K (+$1.1K)
Filed 2026-10-16
Winnacle Wealth LLC
DECREASED
Shares7,790 from 9,010
Change-1,220 (-14%)
Value$1.1M (-$25.8K)
Filed 2026-10-15
TrueWealth Advisors, LLC
INCREASED
Shares7,747 from 7,109
Change+638 (+9%)
Value$1.1M (+$212.3K)
Filed 2026-10-09
Acumen Wealth Advisors, LLC
DECREASED
Shares7,743 from 7,919
Change-176 (-2%)
Value$1.1M (+$107.3K)
Filed 2026-11-05
Capital Advantage, Inc.
DECREASED
Shares7,739 from 7,767
Change-28 (0%)
Value$1.1M (+$126.5K)
Filed 2026-10-14
Milestone Asset Management, LLC
DECREASED
Shares7,709 from 16,957
Change-9,248 (-55%)
Value$1.1M (-$1.1M)
Filed 2026-10-15
Beacon Financial Group
INCREASED
Shares7,701 from 7,047
Change+654 (+9%)
Value$1.1M (+$213.5K)
Filed 2026-10-19
Victory Financial Group, LLC
INCREASED
Shares7,689 from 5,874
Change+1,815 (+31%)
Value$1.1M (+$362.5K)
Filed 2026-10-27
One Wealth Capital Management, LLC
INCREASED
Shares7,605 from 4,631
Change+2,974 (+64%)
Value$1.1M (+$510.0K)
Filed 2026-10-23
Willner & Heller, LLC
DECREASED
Shares7,598 from 7,737
Change-139 (-2%)
Value$1.1M (+$109.8K)
Filed 2026-10-28
Barlow Wealth Partners, LLC
INCREASED
Shares7,590 from 7,490
Change+100 (+1%)
Value$1.1M (+$133.7K)
Filed 2026-10-15
Cromwell Holdings LLC
UNCHANGED
Shares7,577 from 7,577
Change0 (0%)
Value$1.1M (+$127.4K)
Filed 2026-10-28
Key Client Fiduciary Advisors, LLC
DECREASED
Shares7,560 from 7,589
Change-29 (0%)
Value$1.1M (+$123.4K)
Filed 2026-10-19
IFG Advisors, LLC
DECREASED
Shares7,559 from 7,609
Change-50 (-1%)
Value$1.1M (+$120.6K)
Filed 2026-10-15
Summit Asset Management, LLC
INCREASED
Shares7,534 from 7,305
Change+229 (+3%)
Value$1.1M (+$156.1K)
Filed 2026-11-05
Income Insurance Ltd
UNCHANGED
Shares7,530 from 7,530
Change0 (0%)
Value$1.1M (+$126.6K)
Filed 2026-10-21
Net Worth Advisory Group
DECREASED
Shares7,520 from 8,520
Change-1,000 (-12%)
Value$1.1M (-$13.3K)
Filed 2026-10-20
Morton Capital Management LLC
DECREASED
Shares7,504 from 7,531
Change-27 (0%)
Value$1.1M (+$122.7K)
Filed 2026-10-23
Perkins Capital Management Inc
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$1.1M (+$126.1K)
Filed 2026-11-02
Grace & White Inc
INCREASED
Shares7,499 from 7,267
Change+232 (+3%)
Value$1.1M (+$155.9K)
Filed 2026-10-23
Washington Trust Advisors, Inc.
DECREASED
Shares7,493 from 7,790
Change-297 (-4%)
Value$1.1M (+$87.8K)
Filed 2026-10-22
Investment Advisory Services Inc
INCREASED
Shares7,486 from 7,465
Change+21 (+0%)
Value$1.1M (+$128.5K)
Filed 2026-10-27
Virtus Family Office LLC
UNCHANGED
Shares7,473 from 7,473
Change0 (0%)
Value$1.1M (+$125.6K)
Filed 2026-10-30
DMC Group, LLC
INCREASED
Shares7,423 from 2,940
Change+4,483 (+152%)
Value$1.1M (+$700.8K)
Filed 2026-10-26
Auto-Owners Insurance Co
INCREASED
Shares7,421 from 7,300
Change+121 (+2%)
Value$1.1M (+$140.3K)
Filed 2026-10-15
Regent Peak Wealth Advisors LLC
INCREASED
Shares7,400 from 7,297
Change+103 (+1%)
Value$1.1M (+$137.7K)
Filed 2026-10-13
Cross Staff Investments Inc
UNCHANGED
Shares7,397 from 7,397
Change0 (0%)
Value$1.1M (+$124.3K)
Filed 2026-10-22
Bath Savings Trust Co
INCREASED
Shares7,386 from 7,227
Change+159 (+2%)
Value$1.1M (+$144.6K)
Filed 2026-10-07
Focused Wealth Management, Inc
DECREASED
Shares7,383 from 7,826
Change-443 (-6%)
Value$1.1M (+$67.1K)
Filed 2026-10-30
Townsend & Associates, Inc
INCREASED
Shares7,368 from 7,314
Change+54 (+1%)
Value$1.1M (+$165.5K)
Filed 2026-10-23
Yoffe Investment Management, LLC
UNCHANGED
Shares7,341 from 7,341
Change0 (0%)
Value$1.1M (+$123.4K)
Filed 2026-11-02
G&S Capital LLC
INCREASED
Shares7,329 from 7,326
Change+3 (+0%)
Value$1.1M (+$123.6K)
Filed 2026-10-23
Donoghue Forlines LLC
NEW
Shares7,319
Change+7,319
Value$1.1M
Filed 2026-11-02
Maple Capital Management, Inc.
DECREASED
Shares7,314 from 7,566
Change-252 (-3%)
Value$1.1M (+$90.5K)
Filed 2026-11-02
Financial Harvest, LLC
DECREASED
Shares7,289 from 7,429
Change-140 (-2%)
Value$1.1M (+$104.5K)
Filed 2026-10-15
Wealth Preservation Advisors, LLC
INCREASED
Shares7,288 from 6,613
Change+675 (+10%)
Value$1.1M (+$209.3K)
Filed 2026-11-05
ProVise Management Group, LLC
DECREASED
Shares7,275 from 7,483
Change-208 (-3%)
Value$1.1M (+$95.6K)
Filed 2026-11-06
Beacon Financial Advisory LLC
INCREASED
Shares7,274 from 7,120
Change+154 (+2%)
Value$1.1M (+$142.0K)
Filed 2026-10-16
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares7,271 from 7,485
Change-214 (-3%)
Value$1.1M (+$94.7K)
Filed 2026-11-02
WealthPLAN Partners, LLC
INCREASED
Shares7,267 from 6,004
Change+1,263 (+21%)
Value$1.1M (+$284.5K)
Filed 2026-10-15
Sapient Capital LLC
DECREASED
Shares7,267 from 7,327
Change-60 (-1%)
Value$1.1M (+$114.3K)
Filed 2026-10-08
Autumn Glory Partners, LLC
INCREASED
Shares7,264 from 7,251
Change+13 (+0%)
Value$1.1M (+$123.8K)
Filed 2026-10-26
AM Investment Strategies LLC
DECREASED
Shares7,257 from 15,254
Change-7,997 (-52%)
Value$1.1K (-$905)
Filed 2026-11-05
Vigilare Wealth Management
DECREASED
Shares7,246 from 7,267
Change-21 (0%)
Value$1.1M (+$119.1K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares7,217 from 6,782
Change+435 (+6%)
Value$1.0M (+$177.3K)
Filed 2026-10-14
Summit Securities Group LLC
INCREASED
Shares7,215 from 2,800
Change+4,415 (+158%)
Value$1.0M (+$688.6K)
Filed 2026-11-05
Signature Wealth Management Partners, LLC
UNCHANGED
Shares7,180 from 7,180
Change0 (0%)
Value$1.0M (+$120.8K)
Filed 2026-10-21
Thayer Partners, LLC / MA
INCREASED
Shares7,155 from 7,103
Change+52 (+1%)
Value$1.0M (+$126.9K)
Filed 2026-11-06
Braeburn Wealth Management LLC
INCREASED
Shares7,145 from 5,487
Change+1,658 (+30%)
Value$1.0M (+$333.2K)
Filed 2026-10-15
Garrett Wealth Advisory Group, LLC
INCREASED
Shares7,141 from 6,382
Change+759 (+12%)
Value$1.0M (+$217.6K)
Filed 2026-10-22
Quantum Financial Advisors, LLC
INCREASED
Shares7,122 from 6,793
Change+329 (+5%)
Value$1.0M (+$162.0K)
Filed 2026-11-03
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares7,118 from 7,118
Change0 (0%)
Value$1.0K (-$914.0K)
Filed 2026-10-27
Bingham Private Wealth, LLC
UNCHANGED
Shares7,105 from 7,105
Change0 (0%)
Value$1.0M (+$119.2K)
Filed 2026-11-05
WIN Advisors, Inc
NEW
Shares7,093
Change+7,093
Value$1.0M
Filed 2026-11-06
Clark Asset Management, LLC
INCREASED
Shares7,091 from 5,931
Change+1,160 (+20%)
Value$1.0M (+$268.3K)
Filed 2026-10-19
Appleton Partners Inc
DECREASED
Shares7,050 from 7,307
Change-257 (-4%)
Value$1.0K (-$938.0K)
Filed 2026-10-30
1900 Wealth Management LLC
INCREASED
Shares7,048 from 6,764
Change+284 (+4%)
Value$1.0M (+$155.0K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares7,048 from 6,911
Change+137 (+2%)
Value$1.0M (+$136.1K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
INCREASED
Shares7,024 from 7,004
Change+20 (+0%)
Value$1.0M (+$120.7K)
Filed 2026-10-20
Bedel Financial Consulting, Inc.
INCREASED
Shares7,018 from 7,015
Change+3 (+0%)
Value$1.0M (+$118.4K)
Filed 2026-11-06
Curat Global, LLC
INCREASED
Shares7,017 from 4,752
Change+2,265 (+48%)
Value$1.0M (+$267.9K)
Filed 2026-10-26
Ridgecrest Wealth Partners, LLC
DECREASED
Shares6,997 from 7,002
Change-5 (0%)
Value$1.0M (+$117.0K)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares6,970 from 6,790
Change+180 (+3%)
Value$1.0M (+$140.3K)
Filed 2026-11-02
Burns J W & Co Inc
DECREASED
Shares6,964 from 7,012
Change-48 (-1%)
Value$1.0M (+$110.9K)
Filed 2026-10-20
Channel Wealth LLC
DECREASED
Shares6,959 from 8,207
Change-1,248 (-15%)
Value$1.0M (-$43.4K)
Filed 2026-11-06
Lecap Asset Management LTD
NEW
Shares6,952
Change+6,952
Value$1.0M
Filed 2026-10-27
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares6,915 from 7,151
Change-236 (-3%)
Value$1.0M (+$86.0K)
Filed 2026-10-09
First Command Advisory Services, Inc.
INCREASED
Shares6,905 from 6,568
Change+337 (+5%)
Value$1.0M (+$162.8K)
Filed 2026-11-05
Sunbeam Capital Management, LLC
DECREASED
Shares6,899 from 7,398
Change-499 (-7%)
Value$1.0M (+$51.8K)
Filed 2026-11-05
Arrow Financial Corp
DECREASED
Shares6,897 from 6,932
Change-35 (0%)
Value$1.0M (+$111.4K)
Filed 2026-10-26
Orange Investment Advisors, Inc.
DECREASED
Shares6,896 from 6,926
Change-30 (0%)
Value$1.0M (+$112.1K)
Filed 2026-10-23
Simon Quick Advisors, LLC
INCREASED
Shares6,890 from 5,250
Change+1,640 (+31%)
Value$1.0M (+$326.5K)
Filed 2026-10-26
Pictet North America Advisors SA
UNCHANGED
Shares6,875 from 6,875
Change0 (0%)
Value$999.0K (+$115.6K)
Filed 2026-10-21
Golden Reserve Retirement LLC
INCREASED
Shares6,863 from 5,044
Change+1,819 (+36%)
Value$997.3K (+$349.1K)
Filed 2026-11-02
Planned Solutions, Inc.
DECREASED
Shares6,860 from 6,896
Change-36 (-1%)
Value$996.8K (+$110.7K)
Filed 2026-10-19
Granite Investment Partners, LLC
INCREASED
Shares6,835 from 6,632
Change+203 (+3%)
Value$993.2K (+$141.0K)
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares6,828 from 6,362
Change+466 (+7%)
Value$992.1K (+$174.6K)
Filed 2026-10-13
M.E. Allison & Co., Inc.
DECREASED
Shares6,803 from 7,203
Change-400 (-6%)
Value$988.5K (+$63.0K)
Filed 2026-10-09
Embree Financial Group
DECREASED
Shares6,801 from 6,928
Change-127 (-2%)
Value$988.3K (+$98.0K)
Filed 2026-10-22
Agate Pass Investment Management, LLC
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$988.1K (+$114.3K)
Filed 2026-10-20
Carl P. Sherr & Co., LLC
UNCHANGED
Shares6,777 from 6,777
Change0 (0%)
Value$984.8K (+$113.9K)
Filed 2026-11-06
Elevate Capital Advisors, LLC
DECREASED
Shares6,771 from 9,287
Change-2,516 (-27%)
Value$983.9K (-$209.6K)
Filed 2026-11-02
Sweeney & Michel, LLC
DECREASED
Shares6,763 from 7,447
Change-684 (-9%)
Value$988.4K (+$30.9K)
Filed 2026-10-16
Investment Research Partners LLC
INCREASED
Shares6,763 from 6,207
Change+556 (+9%)
Value$982.7K (+$185.1K)
Filed 2026-10-19
Peoples Bank
DECREASED
Shares6,710 from 6,930
Change-220 (-3%)
Value$975.0K (+$84.5K)
Filed 2026-10-26
Cox Capital Mgt LLC
UNCHANGED
Shares6,698 from 6,698
Change0 (0%)
Value$973.3K (+$112.6K)
Filed 2026-10-07
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares6,683 from 6,661
Change+22 (+0%)
Value$971.1K (+$115.2K)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
INCREASED
Shares6,673 from 6,368
Change+305 (+5%)
Value$969.7K (+$151.4K)
Filed 2026-10-19
New Covenant Trust Company, N.A.
INCREASED
Shares6,638 from 6,276
Change+362 (+6%)
Value$964.6K (+$158.1K)
Filed 2026-10-08
Core Wealth Partners LLC
INCREASED
Shares6,620 from 6,447
Change+173 (+3%)
Value$962.0K (+$133.5K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
INCREASED
Shares6,602 from 6,053
Change+549 (+9%)
Value$959.4K (+$181.5K)
Filed 2026-10-29
Curtis Advisory Group, LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$959.0K (+$110.9K)
Filed 2026-10-28
Axiom Investment Management LLC
INCREASED
Shares6,581 from 6,417
Change+164 (+3%)
Value$956.3K (+$131.8K)
Filed 2026-11-03
Arista Wealth Management, LLC
INCREASED
Shares6,580 from 6,551
Change+29 (+0%)
Value$956.1K (+$114.3K)
Filed 2026-10-29
Pioneer Trust Bank N A
DECREASED
Shares6,570 from 6,899
Change-329 (-5%)
Value$954.7K (+$68.2K)
Filed 2026-11-06
Balboa Wealth Partners
DECREASED
Shares6,563 from 6,729
Change-166 (-2%)
Value$953.6K (+$89.0K)
Filed 2026-10-20
Penobscot Wealth Management
INCREASED
Shares6,514 from 5,566
Change+948 (+17%)
Value$946.5K (+$231.2K)
Filed 2026-10-21
Davidson Trust Co
DECREASED
Shares6,512 from 6,832
Change-320 (-5%)
Value$946.3K (+$68.3K)
Filed 2026-10-09
Compass Wealth Management LLC
UNCHANGED
Shares6,487 from 6,487
Change0 (0%)
Value$942.6K (+$109.0K)
Filed 2026-10-22
Certified Advisory Corp
INCREASED
Shares6,479 from 6,383
Change+96 (+2%)
Value$941.4K (+$121.2K)
Filed 2026-10-29
St. Clair Advisors, LLC
INCREASED
Shares6,470 from 6,248
Change+222 (+4%)
Value$940.2K (+$137.3K)
Filed 2026-10-13
Trueblood Wealth Management, LLC
DECREASED
Shares6,432 from 6,626
Change-194 (-3%)
Value$934.6K (+$83.1K)
Filed 2026-10-23
BIP Wealth, LLC
DECREASED
Shares6,428 from 6,615
Change-187 (-3%)
Value$934.0K (+$83.9K)
Filed 2026-10-22
MFA Wealth Services
INCREASED
Shares6,413 from 6,305
Change+108 (+2%)
Value$931.9K (+$121.8K)
Filed 2026-10-14
Sendero Wealth Management, LLC
DECREASED
Shares6,411 from 7,221
Change-810 (-11%)
Value$931.6K (+$3.7K)
Filed 2026-10-14
Meadowbrook Wealth Management, LLC
NEW
Shares6,402
Change+6,402
Value$878.0K
Filed 2026-10-08
Intrua Financial, LLC
DECREASED
Shares6,401 from 6,787
Change-386 (-6%)
Value$930.1K (+$58.0K)
Filed 2026-10-28
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares6,373 from 9,092
Change-2,719 (-30%)
Value$926.1K (-$242.3K)
Filed 2026-11-06
West Paces Advisors Inc.
DECREASED
Shares6,358 from 6,717
Change-359 (-5%)
Value$923.8K (+$60.7K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares6,353 from 5,696
Change+657 (+12%)
Value$923.3K (+$191.3K)
Filed 2026-10-29
Hamilton Capital, LLC
DECREASED
Shares6,351 from 6,524
Change-173 (-3%)
Value$922.9K (+$84.5K)
Filed 2026-10-08
Allied Investment Advisors, LLC
UNCHANGED
Shares6,342 from 6,342
Change0 (0%)
Value$921.6K (+$106.6K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
INCREASED
Shares6,311 from 6,280
Change+31 (+0%)
Value$917.1K (+$110.0K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares6,305 from 6,130
Change+175 (+3%)
Value$916 (-$562.3K)
Filed 2026-11-04
Insight 2811, Inc.
INCREASED
Shares6,292 from 5,956
Change+336 (+6%)
Value$914.3K (+$148.9K)
Filed 2026-11-06
Mattern Wealth Management LLC
UNCHANGED
Shares6,274 from 6,274
Change0 (0%)
Value$911.7K (+$105.5K)
Filed 2026-11-04
Cardinal Point Capital Management ULC
DECREASED
Shares6,265 from 6,290
Change-25 (0%)
Value$910.4K (+$102.1K)
Filed 2026-10-21
Goldstein Advisors, LLC
INCREASED
Shares6,258 from 4,434
Change+1,824 (+41%)
Value$909.4K (+$339.6K)
Filed 2026-10-15
Ejmk Ventures LLC
INCREASED
Shares6,256 from 5,720
Change+536 (+9%)
Value$912.0K (+$174.2K)
Filed 2026-10-21
Beverly Hills Private Wealth, LLC
INCREASED
Shares6,254 from 5,600
Change+654 (+12%)
Value$908.7K (+$189.1K)
Filed 2026-11-04
Virtue Capital Management, LLC
INCREASED
Shares6,226 from 5,985
Change+241 (+4%)
Value$904.7K (+$135.6K)
Filed 2026-10-29
Old Second National Bank of Aurora
UNCHANGED
Shares6,222 from 6,222
Change0 (0%)
Value$904.1K (+$104.6K)
Filed 2026-10-22
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares6,218 from 6,578
Change-360 (-5%)
Value$908.8K (+$58.0K)
Filed 2026-11-02
TFC Financial Management, Inc.
DECREASED
Shares6,185 from 38,730
Change-32,545 (-84%)
Value$898.7K (-$4.1M)
Filed 2026-10-26
HCR Wealth Advisors
INCREASED
Shares6,174 from 5,887
Change+287 (+5%)
Value$897.2K (+$140.7K)
Filed 2026-10-15
American Capital Advisory, LLC
INCREASED
Shares6,153 from 6,146
Change+7 (+0%)
Value$894.1K (+$104.3K)
Filed 2026-10-28
Fiduciary Financial Group, LLC
INCREASED
Shares6,142 from 6,015
Change+127 (+2%)
Value$892.4K (+$119.5K)
Filed 2026-10-13
Northstar Asset Management Co
UNCHANGED
Shares6,130 from 6,130
Change0 (0%)
Value$918.8K (+$115.3K)
Filed 2026-10-22
Lake Street Private Wealth, LLC
INCREASED
Shares6,117 from 5,051
Change+1,066 (+21%)
Value$888.8K (+$239.7K)
Filed 2026-10-22
Greater Midwest Financial Group, LLC
INCREASED
Shares6,114 from 6,044
Change+70 (+1%)
Value$888.4K (+$111.8K)
Filed 2026-10-13
Sutton Place Investors LLC
INCREASED
Shares6,113 from 6,109
Change+4 (+0%)
Value$888.3K (+$103.3K)
Filed 2026-10-20
J2 Capital Management Inc
DECREASED
Shares6,106 from 6,147
Change-41 (-1%)
Value$887.3K (+$97.4K)
Filed 2026-10-19
Atticus Wealth Management, LLC
INCREASED
Shares6,105 from 5,756
Change+349 (+6%)
Value$887.1K (+$147.5K)
Filed 2026-10-20
Semus Wealth Partners LLC
DECREASED
Shares6,104 from 6,461
Change-357 (-6%)
Value$887.0K (+$56.8K)
Filed 2026-10-22
Steinberganna Wealth Management
INCREASED
Shares6,093 from 6,083
Change+10 (+0%)
Value$885.3K (+$103.6K)
Filed 2026-10-23
Prota Financial, LLC
DECREASED
Shares6,085 from 6,253
Change-168 (-3%)
Value$875.1K (+$91.1K)
Filed 2026-10-08
Wingate Wealth Advisors, Inc.
INCREASED
Shares6,084 from 5,985
Change+99 (+2%)
Value$884.0K (+$115.0K)
Filed 2026-10-26
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares6,076 from 6,460
Change-384 (-6%)
Value$882.9K (+$52.8K)
Filed 2026-10-21
Lester Murray Antman dba SimplyRich
INCREASED
Shares6,076 from 6,059
Change+17 (+0%)
Value$882.9K (+$104.9K)
Filed 2026-11-06
Barrett & Company, Inc.
INCREASED
Shares6,042 from 5,411
Change+631 (+12%)
Value$878.0K (+$182.7K)
Filed 2026-10-22
Gemmer Asset Management LLC
INCREASED
Shares6,035 from 5,485
Change+550 (+10%)
Value$877.0K (+$172.1K)
Filed 2026-10-16
Shulman DeMeo Asset Management LLC
DECREASED
Shares6,030 from 6,161
Change-131 (-2%)
Value$841.4K (+$49.8K)
Filed 2026-10-09
BankChampaign, National Association
INCREASED
Shares6,027 from 3,317
Change+2,710 (+82%)
Value$875.8K (+$449.5K)
Filed 2026-10-19
Kercheville Advisors, LLC
INCREASED
Shares6,003 from 4,003
Change+2,000 (+50%)
Value$872.3K (+$357.9K)
Filed 2026-10-19
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares6,000 from 31,173
Change-25,173 (-81%)
Value$871.9K (-$3.1M)
Filed 2026-11-04
Mirador Capital Partners LP
INCREASED
Shares6,000 from 5,882
Change+118 (+2%)
Value$871.8K (+$116.0K)
Filed 2026-10-09
Townsend Asset Management Corp
INCREASED
Shares5,980 from 5,722
Change+258 (+5%)
Value$868.9K (+$133.6K)
Filed 2026-10-29
Boltwood Capital Management
INCREASED
Shares5,978 from 5,943
Change+35 (+1%)
Value$868.7K (+$105.0K)
Filed 2026-10-02
Alpha Family Trust
UNCHANGED
Shares5,975 from 5,975
Change0 (0%)
Value$767.8K ($0)
Filed 2026-11-04
Bria Capital Group, LLC
INCREASED
Shares5,973 from 4,863
Change+1,110 (+23%)
Value$867.9K (+$243.0K)
Filed 2026-10-22
Cohen Capital Management, Inc.
UNCHANGED
Shares5,967 from 5,967
Change0 (0%)
Value$867.1K (+$100.3K)
Filed 2026-10-14
Southern Capital Advisors, LLC
UNCHANGED
Shares5,961 from 5,961
Change0 (0%)
Value$866.2K (+$100.2K)
Filed 2026-10-26
Cottonwood Capital Advisors, LLC
UNCHANGED
Shares5,954 from 5,954
Change0 (0%)
Value$865.1K (+$100.1K)
Filed 2026-10-20
Maseco LLP
INCREASED
Shares5,944 from 5,873
Change+71 (+1%)
Value$864.2K (+$110.1K)
Filed 2026-10-27
Bigelow Investment Advisors, LLC
DECREASED
Shares5,943 from 6,009
Change-66 (-1%)
Value$863.6K (+$91.4K)
Filed 2026-10-13
Foster Group, Inc.
INCREASED
Shares5,938 from 5,458
Change+480 (+9%)
Value$862.8K (+$161.5K)
Filed 2026-10-13
Bangor Savings Bank
DECREASED
Shares5,935 from 6,267
Change-332 (-5%)
Value$862.4K (+$57.1K)
Filed 2026-10-06
Stanley-Laman Group, Ltd.
INCREASED
Shares5,930 from 5,916
Change+14 (+0%)
Value$861.7K (+$101.5K)
Filed 2026-10-20
Sunpointe, LLC
DECREASED
Shares5,925 from 7,636
Change-1,711 (-22%)
Value$861.0K (-$120.3K)
Filed 2026-10-22
Nadler Financial Group, Inc.
DECREASED
Shares5,913 from 6,005
Change-92 (-2%)
Value$859.2K (+$87.6K)
Filed 2026-10-23
Madson Wealth Advisors Inc
INCREASED
Shares5,908 from 5,730
Change+178 (+3%)
Value$858.5K (+$122.2K)
Filed 2026-10-13
Canton Hathaway, LLC
UNCHANGED
Shares5,898 from 5,898
Change0 (0%)
Value$857.0K (+$99.1K)
Filed 2026-10-23
KPP Advisory Services LLC
DECREASED
Shares5,890 from 6,862
Change-972 (-14%)
Value$855.8K (-$25.9K)
Filed 2026-10-26
Affinity Capital Advisors, LLC
INCREASED
Shares5,884 from 4,984
Change+900 (+18%)
Value$856.7K (+$224.8K)
Filed 2026-10-13
Aljian Capital Management, LLC
DECREASED
Shares5,883 from 5,955
Change-72 (-1%)
Value$854.9K (+$89.6K)
Filed 2026-10-28
Schear Investment Advisers, LLC
NEW
Shares5,880
Change+5,880
Value$854.5K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares5,880 from 4,405
Change+1,475 (+33%)
Value$854.5K (+$288.4K)
Filed 2026-10-14
Garner Asset Management Corp
DECREASED
Shares5,876 from 5,936
Change-60 (-1%)
Value$826.3K (+$63.5K)
Filed 2026-10-30
Focused Alpha, LLC
DECREASED
Shares5,873 from 6,009
Change-136 (-2%)
Value$853.5K (+$81.3K)
Filed 2026-10-20
SeaBridge Investment Advisors LLC
INCREASED
Shares5,863 from 5,655
Change+208 (+4%)
Value$852.0K (+$125.3K)
Filed 2026-11-02
Revolve Wealth Partners, LLC
INCREASED
Shares5,863 from 5,669
Change+194 (+3%)
Value$852.0K (+$123.5K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares5,859 from 3,551
Change+2,308 (+65%)
Value$851.5K (+$395.1K)
Filed 2026-10-16
Uptick Partners, LLC
INCREASED
Shares5,852 from 5,834
Change+18 (+0%)
Value$850.4K (+$100.7K)
Filed 2026-11-04
Junk Investment Group, LLC
INCREASED
Shares5,848 from 4,251
Change+1,597 (+38%)
Value$849.8K (+$303.6K)
Filed 2026-10-19
Weatherly Asset Management L. P.
UNCHANGED
Shares5,839 from 5,839
Change0 (0%)
Value$852.6K (+$98.1K)
Filed 2026-10-20
First Heartland Consultants, Inc.
DECREASED
Shares5,826 from 5,871
Change-45 (-1%)
Value$846.6K (+$92.2K)
Filed 2026-10-08
Tred Avon Family Wealth, LLC
INCREASED
Shares5,818 from 4,618
Change+1,200 (+26%)
Value$845.4K (+$252.0K)
Filed 2026-10-20
Shum Financial Group, Inc.
DECREASED
Shares5,811 from 5,889
Change-78 (-1%)
Value$844.4K (+$87.6K)
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED
Shares5,809 from 6,220
Change-411 (-7%)
Value$844.0K (+$44.8K)
Filed 2026-10-23
Roxbury Financial LLC
DECREASED
Shares5,803 from 5,883
Change-80 (-1%)
Value$843.3K (+$87.3K)
Filed 2026-10-01
Intesa Sanpaolo Wealth Management
DECREASED
Shares5,784 from 5,872
Change-88 (-1%)
Value$840.5K (+$85.9K)
Filed 2026-10-28
Financial Solutions Advisory Group, Inc.
INCREASED
Shares5,778 from 5,069
Change+709 (+14%)
Value$843.2K (+$209.3K)
Filed 2026-10-28
Providence First Trust Co
DECREASED
Shares5,774 from 5,849
Change-75 (-1%)
Value$839.0K (+$87.4K)
Filed 2026-11-02
Asset Advisory Group, Inc.
UNCHANGED
Shares5,765 from 5,765
Change0 (0%)
Value$837.7K (+$96.9K)
Filed 2026-10-20
Lionshead Wealth Management, LLC
INCREASED
Shares5,758 from 5,754
Change+4 (+0%)
Value$841.6K (+$97.3K)
Filed 2026-10-21
Salvus Wealth Management, LLC
INCREASED
Shares5,757 from 5,037
Change+720 (+14%)
Value$836.6K (+$189.3K)
Filed 2026-10-13
Vicus Capital
DECREASED
Shares5,756 from 5,836
Change-80 (-1%)
Value$836.5K (+$86.5K)
Filed 2026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED
Shares5,740 from 5,740
Change0 (0%)
Value$834.1K (+$96.5K)
Filed 2026-10-21
Lazari Capital Management, Inc.
INCREASED
Shares5,737 from 5,710
Change+27 (+0%)
Value$833.6K (+$99.9K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
INCREASED
Shares5,722 from 2,647
Change+3,075 (+116%)
Value$831.4K (+$491.3K)
Filed 2026-11-03
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares5,715 from 5,715
Change0 (0%)
Value$830.4K (+$96.1K)
Filed 2026-11-02
Stenger Family Office, LLC
INCREASED
Shares5,688 from 5,282
Change+406 (+8%)
Value$807.5K (+$128.8K)
Filed 2026-10-22
First Merchants Corp
DECREASED
Shares5,687 from 5,770
Change-83 (-1%)
Value$826.4K (+$84.9K)
Filed 2026-10-15
Foundation Wealth Management, Llc\pa
INCREASED
Shares5,650 from 5,596
Change+54 (+1%)
Value$821.0K (+$101.9K)
Filed 2026-10-14
Jnba Financial Advisors
INCREASED
Shares5,624 from 5,494
Change+130 (+2%)
Value$817.2K (+$111.2K)
Filed 2026-11-03
waypoint wealth counsel
INCREASED
Shares5,621 from 5,527
Change+94 (+2%)
Value$816.8K (+$106.6K)
Filed 2026-10-22
Shayne & Jacobs, LLC
UNCHANGED
Shares5,611 from 5,611
Change0 (0%)
Value$815.3K (+$94.3K)
Filed 2026-10-21
Summit Wealth Group LLC / Co
DECREASED
Shares5,595 from 5,779
Change-184 (-3%)
Value$813.0K (+$70.4K)
Filed 2026-10-29
Gray Private Wealth, LLC
DECREASED
Shares5,593 from 6,199
Change-606 (-10%)
Value$812.7K (+$16.1K)
Filed 2026-10-28
Ifrah Financial Services, Inc.
DECREASED
Shares5,589 from 5,695
Change-106 (-2%)
Value$812.2K (+$80.4K)
Filed 2026-10-13
Rasp Wealth Solutions, LLC
INCREASED
Shares5,584 from 5,259
Change+325 (+6%)
Value$811.5K (+$135.6K)
Filed 2026-11-06
Demars Financial Group, LLC
DECREASED
Shares5,583 from 5,754
Change-171 (-3%)
Value$811.3K (+$71.9K)
Filed 2026-10-22
Trail Ridge Investment Advisors, LLC
INCREASED
Shares5,579 from 5,426
Change+153 (+3%)
Value$810.7K (+$113.5K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
DECREASED
Shares5,562 from 5,672
Change-110 (-2%)
Value$808.2K (+$79.4K)
Filed 2026-10-05
Werba Rubin Papier Wealth Management
INCREASED
Shares5,560 from 5,214
Change+346 (+7%)
Value$808.0K (+$138.0K)
Filed 2026-11-06
Synergy Asset Management, LLC
DECREASED
Shares5,533 from 6,385
Change-852 (-13%)
Value$804.0K (-$16.5K)
Filed 2026-11-05
Jessup Wealth Management, Inc
DECREASED
Shares5,527 from 8,375
Change-2,848 (-34%)
Value$803.1K (-$273.1K)
Filed 2026-10-20
Ariadne Wealth Management, LP
DECREASED
Shares5,509 from 5,696
Change-187 (-3%)
Value$800.5K (+$68.6K)
Filed 2026-11-06
Third View Private Wealth, LLC
DECREASED
Shares5,481 from 5,509
Change-28 (-1%)
Value$796.4K (+$88.5K)
Filed 2026-10-30
American State Bank (Iowa)
NEW
Shares5,475
Change+5,475
Value$795.6K
Filed 2026-11-03
Good Steward Wealth Advisors,LLC
DECREASED
Shares5,468 from 5,575
Change-107 (-2%)
Value$794.6K (+$78.2K)
Filed 2026-11-06
Cora Capital Advisors LLC
INCREASED
Shares5,444 from 4,994
Change+450 (+9%)
Value$791.0K (+$149.3K)
Filed 2026-11-02
Crescent Sterling, Ltd.
DECREASED
Shares5,420 from 5,497
Change-77 (-1%)
Value$787.6K (+$81.1K)
Filed 2026-10-16
Ironwood Financial, llc
INCREASED
Shares5,411 from 5,395
Change+16 (+0%)
Value$786.3K (+$117.1K)
Filed 2026-10-20
Sather Financial Group Inc
DECREASED
Shares5,402 from 5,433
Change-31 (-1%)
Value$785.0K (+$86.8K)
Filed 2026-10-30
BankPlus Trust Department
DECREASED
Shares5,394 from 10,294
Change-4,900 (-48%)
Value$783.8K (-$539.0K)
Filed 2026-11-06
Lebenthal Global Advisors, LLC
DECREASED
Shares5,392 from 6,150
Change-758 (-12%)
Value$783.5K (-$6.8K)
Filed 2026-10-28
Alliance Private Wealth, LLC
DECREASED
Shares5,371 from 6,141
Change-770 (-13%)
Value$780.5K (-$8.7K)
Filed 2026-10-20
Womack Financial LLC
INCREASED
Shares5,369 from 5,358
Change+11 (+0%)
Value$780.2K (+$91.7K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED
Shares5,367 from 4,354
Change+1,013 (+23%)
Value$779.8K (+$220.3K)
Filed 2026-11-02
Summa Corp.
UNCHANGED
Shares5,360 from 5,360
Change0 (0%)
Value$778.9K (+$90.1K)
Filed 2026-10-30
Woodward Financial Advisors, Inc.
DECREASED
Shares5,341 from 5,455
Change-114 (-2%)
Value$776.1K (+$75.1K)
Filed 2026-10-19
LifePlan Financial, LLC
DECREASED
Shares5,328 from 6,815
Change-1,487 (-22%)
Value$758.6K (-$117.1K)
Filed 2026-10-13
Invenio Wealth Partners LLC
DECREASED
Shares5,318 from 5,564
Change-246 (-4%)
Value$772.8K (+$57.8K)
Filed 2026-10-20
First Bancorp, Inc
DECREASED
Shares5,302 from 5,509
Change-207 (-4%)
Value$770.4K (+$62.5K)
Filed 2026-10-26
Eagle Bay Advisors LLC
DECREASED
Shares5,293 from 5,407
Change-114 (-2%)
Value$773.9K (+$74.6K)
Filed 2026-10-16
Hummer Financial Advisory Services Inc
UNCHANGED
Shares5,289 from 5,289
Change0 (0%)
Value$773.0K (+$88.9K)
Filed 2026-10-09
Banyan Capital Management, Inc.
DECREASED
Shares5,282 from 5,841
Change-559 (-10%)
Value$767.5K (+$17.0K)
Filed 2026-11-05
MW Advisory, LLC
INCREASED
Shares5,261 from 3,283
Change+1,978 (+60%)
Value$764.5K (+$342.6K)
Filed 2026-10-19
SLT Holdings LLC
INCREASED
Shares5,247 from 2,987
Change+2,260 (+76%)
Value$762.4K (+$378.6K)
Filed 2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares5,245 from 4,678
Change+567 (+12%)
Value$762.1K (+$161.0K)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
INCREASED
Shares5,240 from 5,221
Change+19 (+0%)
Value$761.5K (+$90.6K)
Filed 2026-10-08
Cpwa, LLC
INCREASED
Shares5,239 from 4,037
Change+1,202 (+30%)
Value$762.0K (+$243.2K)
Filed 2026-11-04
Scissortail Wealth Management, LLC
NEW
Shares5,229
Change+5,229
Value$759.9K
Filed 2026-11-03
Phoenix Wealth Advisors
DECREASED
Shares5,228 from 5,594
Change-366 (-7%)
Value$759.7K (+$40.9K)
Filed 2026-11-03
Arsenal Capital Advisors LLC
INCREASED
Shares5,226 from 5,179
Change+47 (+1%)
Value$759.4K (+$93.9K)
Filed 2026-11-02
Vann Equity Management LLC
INCREASED
Shares5,215 from 2,783
Change+2,432 (+87%)
Value$757.8K (+$400.2K)
Filed 2026-10-08
Strategic Wealth Advisors LLC
DECREASED
Shares5,206 from 5,655
Change-449 (-8%)
Value$756.5K (+$755.9K)
Filed 2026-11-06
Cohen Investment Advisors LLC
DECREASED
Shares5,205 from 5,231
Change-26 (0%)
Value$756.3K (+$84.2K)
Filed 2026-10-20
Successful Portfolios LLC
UNCHANGED
Shares5,204 from 5,204
Change0 (0%)
Value$729.4K (+$81.2K)
Filed 2026-10-09
Good Harbor Advisors, Inc.
DECREASED
Shares5,198 from 5,318
Change-120 (-2%)
Value$755.3K (+$72.0K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED
Shares5,186 from 4,982
Change+204 (+4%)
Value$753.6K (+$113.4K)
Filed 2026-11-02
Arcataur Capital Management LLC
UNCHANGED
Shares5,177 from 5,177
Change0 (0%)
Value$752.3K (+$87.0K)
Filed 2026-10-21
Myriad Asset Management US LP
NEW
Shares5,160
Change+5,160
Value$750.0K
Filed 2026-11-03
Worthington Financial Partners, LLC
UNCHANGED
Shares5,149 from 5,149
Change0 (0%)
Value$748.2K (+$86.6K)
Filed 2026-10-13
Clark Wealth Partners
INCREASED
Shares5,144 from 5,121
Change+23 (+0%)
Value$751.8K (+$89.4K)
Filed 2026-10-19
Rahlfs Capital, LLC
DECREASED
Shares5,095 from 5,325
Change-230 (-4%)
Value$740.4K (+$56.1K)
Filed 2026-10-23
Fortis Group Advisors, LLC
INCREASED
Shares5,071 from 4,715
Change+356 (+8%)
Value$758.1K (+$152.2K)
Filed 2026-11-06
Caliber Wealth Management, LLC / KS
INCREASED
Shares5,071 from 4,890
Change+181 (+4%)
Value$736.9K (+$108.6K)
Filed 2026-11-04
Summit Financial Strategies, Inc.
INCREASED
Shares5,071 from 5,052
Change+19 (+0%)
Value$736.9K (+$87.7K)
Filed 2026-10-14
Royal Palms Capital LLC
DECREASED
Shares5,056 from 5,158
Change-102 (-2%)
Value$734.7K (+$71.9K)
Filed 2026-10-23
TSG Advice Partners, LLC
NEW
Shares5,054
Change+5,054
Value$649.4K
Filed 2026-10-29
55 North Private Wealth, LLC
INCREASED
Shares5,038 from 4,275
Change+763 (+18%)
Value$732.1K (+$182.7K)
Filed 2026-10-20
Crown Wealth Group, LLC
INCREASED
Shares5,038 from 4,810
Change+228 (+5%)
Value$732.1K (+$114.0K)
Filed 2026-10-19
Revisor Wealth Management LLC
DECREASED
Shares5,012 from 5,906
Change-894 (-15%)
Value$731.2K (-$31.7K)
Filed 2026-10-20
CrossGen Wealth, LLC
INCREASED
Shares5,001 from 4,992
Change+9 (+0%)
Value$726.7K (+$85.2K)
Filed 2026-10-30
Pavaki Capital Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$726.6K (+$84.1K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED
Shares4,996 from 4,996
Change0 (0%)
Value$726.0K (+$84.0K)
Filed 2026-10-22
Laurel Wealth Advisors LLC
UNCHANGED
Shares4,984 from 4,984
Change0 (0%)
Value$724.2K (+$83.8K)
Filed 2026-10-27
S.A. Mason LLC
INCREASED
Shares4,975 from 4,968
Change+7 (+0%)
Value$723.0K (+$84.6K)
Filed 2026-10-13
Clark Financial Services Group Inc
INCREASED
Shares4,970 from 4,388
Change+582 (+13%)
Value$722.2K (+$158.3K)
Filed 2026-10-19
Strata Wealth Advisors, LLC
INCREASED
Shares4,964 from 4,849
Change+115 (+2%)
Value$721.3K (+$98.2K)
Filed 2026-10-16
Accretive Wealth Partners, LLC
INCREASED
Shares4,956 from 4,954
Change+2 (+0%)
Value$720.1K (+$83.6K)
Filed 2026-11-06
Financial Enhancement Group LLC
DECREASED
Shares4,940 from 4,955
Change-15 (0%)
Value$705.3K (+$68.7K)
Filed 2026-10-08
BOS Asset Management, LLC
UNCHANGED
Shares4,935 from 4,935
Change0 (0%)
Value$717.1K (+$83.0K)
Filed 2026-10-09
Cowa, LLC
DECREASED
Shares4,916 from 6,531
Change-1,615 (-25%)
Value$714.4K (-$124.8K)
Filed 2026-10-30
Smith Thornton Advisors LLC
UNCHANGED
Shares4,908 from 4,908
Change0 (0%)
Value$713.2K (+$104.4K)
Filed 2026-10-16
Founders Grove Wealth Partners, LLC
DECREASED
Shares4,896 from 4,961
Change-65 (-1%)
Value$711.4K (+$74.0K)
Filed 2026-10-16
Paulson Wealth Management Inc.
INCREASED
Shares4,875 from 4,775
Change+100 (+2%)
Value$708.4K (+$94.8K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares4,874 from 4,682
Change+192 (+4%)
Value$708.3K (+$106.6K)
Filed 2026-10-20
Fairscale Capital, LLC
INCREASED
Shares4,873 from 4,863
Change+10 (+0%)
Value$728.6K (+$99.6K)
Filed 2026-11-04
Piedmont Capital Management, LLC
INCREASED
Shares4,866 from 4,767
Change+99 (+2%)
Value$707.1K (+$94.5K)
Filed 2026-10-21
Raleigh Capital Management Inc.
DECREASED
Shares4,853 from 15,000
Change-10,147 (-68%)
Value$705.3K (-$1.2M)
Filed 2026-10-28
Sigma Investment Counselors Inc
DECREASED
Shares4,831 from 6,333
Change-1,502 (-24%)
Value$701.9K (-$111.9K)
Filed 2026-10-27
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares4,819 from 4,490
Change+329 (+7%)
Value$700 (-$576.3K)
Filed 2026-11-02
Jacobsen Capital Management
INCREASED
Shares4,818 from 4,798
Change+20 (+0%)
Value$700.1K (+$83.6K)
Filed 2026-10-27
Luts & Greenleigh Group, Inc.
INCREASED
Shares4,805 from 4,755
Change+50 (+1%)
Value$698.3K (+$87.3K)
Filed 2026-11-05
Regatta Capital Group, LLC
INCREASED
Shares4,804 from 4,544
Change+260 (+6%)
Value$698.1K (+$114.3K)
Filed 2026-10-23
Capital City Trust Co
UNCHANGED
Shares4,790 from 4,790
Change0 (0%)
Value$696.0K (+$80.5K)
Filed 2026-10-22
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares4,783 from 5,065
Change-282 (-6%)
Value$695.0K (+$44.2K)
Filed 2026-11-02
CWC Advisors, Llc.
INCREASED
Shares4,776 from 4,753
Change+23 (+0%)
Value$694.0K (+$83.2K)
Filed 2026-10-15
Seamount Financial Group Inc
UNCHANGED
Shares4,766 from 4,766
Change0 (0%)
Value$692.5K (+$80.1K)
Filed 2026-10-21
Capital Advisors Wealth Management, LLC
INCREASED
Shares4,756 from 4,622
Change+134 (+3%)
Value$691.1K (+$97.2K)
Filed 2026-10-09
Ninety One SA (PTY) Ltd
UNCHANGED
Shares4,749 from 4,749
Change0 (0%)
Value$698.0K (+$94.5K)
Filed 2026-10-15
J.Safra Asset Management Corp
INCREASED
Shares4,743 from 4,298
Change+445 (+10%)
Value$689.2K (+$136.8K)
Filed 2026-11-03
Apollon Financial, LLC
INCREASED
Shares4,742 from 4,521
Change+221 (+5%)
Value$689.0K (+$108.2K)
Filed 2026-10-23
Wagner Wealth Management, LLC
DECREASED
Shares4,738 from 5,406
Change-668 (-12%)
Value$688.5K (-$6.2K)
Filed 2026-10-21
Plan A Wealth LLC
DECREASED
Shares4,730 from 4,860
Change-130 (-3%)
Value$687.3K (+$62.8K)
Filed 2026-10-08
Accel Wealth Management
DECREASED
Shares4,721 from 4,862
Change-141 (-3%)
Value$686.0K (+$61.2K)
Filed 2026-10-13
Falcon Wealth Planning
INCREASED
Shares4,718 from 4,045
Change+673 (+17%)
Value$685.6K (+$165.8K)
Filed 2026-11-06
First Citizens Financial Corp
UNCHANGED
Shares4,715 from 4,715
Change0 (0%)
Value$685.1K (+$79.3K)
Filed 2026-10-02
Cottage Street Advisors LLC
INCREASED
Shares4,682 from 4,680
Change+2 (+0%)
Value$680.3K (+$79.0K)
Filed 2026-10-19
Floyd Financial Group LLC
DECREASED
Shares4,662 from 5,359
Change-697 (-13%)
Value$661.9K (+$14.7K)
Filed 2026-10-28
Union Savings Bank
DECREASED
Shares4,654 from 4,833
Change-179 (-4%)
Value$676.3K (+$55.2K)
Filed 2026-10-14
Legacy Edge Advisors, LLC
INCREASED
Shares4,646 from 4,100
Change+546 (+13%)
Value$675.1K (+$148.3K)
Filed 2026-11-06
Warwick Investment Management, Inc.
INCREASED
Shares4,631 from 4,520
Change+111 (+2%)
Value$672.9K (+$92.1K)
Filed 2026-10-19
Emprise Bank
DECREASED
Shares4,599 from 4,825
Change-226 (-5%)
Value$668.3K (+$48.3K)
Filed 2026-10-07
Financial Partners Group, Inc
INCREASED
Shares4,593 from 4,545
Change+48 (+1%)
Value$667.4K (+$83.4K)
Filed 2026-10-19
Cambridge Financial Group, LLC
UNCHANGED
Shares4,574 from 4,574
Change0 (0%)
Value$587.7K ($0)
Filed 2026-10-06
Lynx Investment Advisory
DECREASED
Shares4,564 from 4,906
Change-342 (-7%)
Value$663.1K (+$32.8K)
Filed 2026-10-27
Sunburst Financial Group, LLC
DECREASED
Shares4,564 from 4,565
Change-1 (0%)
Value$663.2K (+$76.5K)
Filed 2026-10-09
Millennium Capital Advisors, LLC
INCREASED
Shares4,550 from 4,450
Change+100 (+2%)
Value$661.2K (+$89.3K)
Filed 2026-10-16
Avail Investment Partners, LLC
INCREASED
Shares4,549 from 4,244
Change+305 (+7%)
Value$661.0K (+$115.7K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
INCREASED
Shares4,543 from 4,342
Change+201 (+5%)
Value$660.1K (+$102.2K)
Filed 2026-10-28
Green Ridge Wealth Planning LLC
DECREASED
Shares4,542 from 5,048
Change-506 (-10%)
Value$660.0K (+$11.3K)
Filed 2026-10-08
Syverson Strege & Co
INCREASED
Shares4,537 from 4,483
Change+54 (+1%)
Value$659.3K (+$83.3K)
Filed 2026-11-02
Barr E S & Co
UNCHANGED
Shares4,536 from 4,536
Change0 (0%)
Value$659.1K (+$76.3K)
Filed 2026-11-06
Verum Partners LLC
DECREASED
Shares4,533 from 5,758
Change-1,225 (-21%)
Value$658.7K (-$81.2K)
Filed 2026-10-21
MKT Advisors LLC
DECREASED
Shares4,532 from 4,919
Change-387 (-8%)
Value$645.3K (+$11.4K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares4,522 from 4,522
Change0 (0%)
Value$657.1K (+$76.0K)
Filed 2026-10-23
Mainsail Financial Group, LLC
UNCHANGED
Shares4,493 from 4,493
Change0 (0%)
Value$652.9K (+$75.5K)
Filed 2026-10-23
Verus Financial Partners, Inc.
INCREASED
Shares4,482 from 3,877
Change+605 (+16%)
Value$651.3K (+$153.2K)
Filed 2026-10-29
Annex Advisory Services, LLC
DECREASED
Shares4,461 from 4,837
Change-376 (-8%)
Value$648.2K (+$26.7K)
Filed 2026-10-16
Dupree Financial Group, LLC
UNCHANGED
Shares4,458 from 4,458
Change0 (0%)
Value$647.8K (+$74.9K)
Filed 2026-10-09
LeConte Wealth Management, LLC
INCREASED
Shares4,457 from 4,289
Change+168 (+4%)
Value$647.6K (+$96.5K)
Filed 2026-10-20
Clarus Group, Inc.
DECREASED
Shares4,451 from 4,461
Change-10 (0%)
Value$646.8K (+$73.5K)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
INCREASED
Shares4,442 from 4,345
Change+97 (+2%)
Value$645 (+$87)
Filed 2026-10-27
Smith Shellnut Wilson LLC
UNCHANGED
Shares4,435 from 4,435
Change0 (0%)
Value$644.5K (+$74.6K)
Filed 2026-10-21
First Growth Capital LLC
DECREASED
Shares4,434 from 5,520
Change-1,086 (-20%)
Value$644.3K (-$65.0K)
Filed 2026-10-15
Weaver Consulting Group
INCREASED
Shares4,424 from 4,026
Change+398 (+10%)
Value$642.8K (+$125.5K)
Filed 2026-10-07
Johnson Bixby & Associates, LLC
INCREASED
Shares4,415 from 4,249
Change+166 (+4%)
Value$641.5K (+$95.5K)
Filed 2026-10-14
Liberty Capital Management, Inc.
DECREASED
Shares4,412 from 4,814
Change-402 (-8%)
Value$641.1K (+$22.5K)
Filed 2026-11-02
D'Orazio & Associates, Inc.
INCREASED
Shares4,408 from 4,050
Change+358 (+9%)
Value$640.5K (+$120.1K)
Filed 2026-11-04
Bell Investment Advisors, Inc
DECREASED
Shares4,405 from 4,499
Change-94 (-2%)
Value$640.1K (+$62.0K)
Filed 2026-10-29
Sawgrass Asset Management LLC
DECREASED
Shares4,391 from 4,623
Change-232 (-5%)
Value$638.1K (+$44.0K)
Filed 2026-11-03
Black Diamond Financial, LLC
INCREASED
Shares4,385 from 3,735
Change+650 (+17%)
Value$637.2K (+$157.2K)
Filed 2026-10-26
Baker Tilly Wealth Management, LLC
INCREASED
Shares4,377 from 4,067
Change+310 (+8%)
Value$636.0K (+$113.4K)
Filed 2026-10-05
Manchester Financial Inc
UNCHANGED
Shares4,358 from 4,358
Change0 (0%)
Value$633.3K (+$73.3K)
Filed 2026-10-15
Bourne Lent Asset Management Inc
UNCHANGED
Shares4,357 from 4,357
Change0 (0%)
Value$633.1K (+$73.2K)
Filed 2026-11-05
Seven Mile Advisory
DECREASED
Shares4,354 from 4,571
Change-217 (-5%)
Value$632.7K (+$41.4K)
Filed 2026-10-22
Syntegra Private Wealth Group, LLC
INCREASED
Shares4,345 from 3,649
Change+696 (+19%)
Value$631.4K (+$162.5K)
Filed 2026-10-13
Sovran Advisors, LLC
INCREASED
Shares4,345 from 4,128
Change+217 (+5%)
Value$635.8K (+$91.7K)
Filed 2026-11-02
White Lighthouse Investment Management Inc.
INCREASED
Shares4,331 from 4,328
Change+3 (+0%)
Value$629.4K (+$73.3K)
Filed 2026-10-21
Elmwood Wealth Management, Inc.
INCREASED
Shares4,324 from 4,314
Change+10 (+0%)
Value$628.3K (+$74.0K)
Filed 2026-10-14
Congress Park Capital LLC
DECREASED
Shares4,310 from 5,060
Change-750 (-15%)
Value$626.3K (-$23.9K)
Filed 2026-10-13
Ceera Investments, LLC
UNCHANGED
Shares4,299 from 4,299
Change0 (0%)
Value$624.7K (+$72.3K)
Filed 2026-11-02
Cannon Financial Strategists, Inc.
UNCHANGED
Shares4,294 from 4,294
Change0 (0%)
Value$624.0K (+$72.2K)
Filed 2026-10-19
Bullock Wealth Management Group
DECREASED
Shares4,282 from 4,333
Change-51 (-1%)
Value$615.7K (+$72.5K)
Filed 2026-10-09
Constitution Capital LLC
UNCHANGED
Shares4,280 from 4,280
Change0 (0%)
Value$621.9K (+$71.9K)
Filed 2026-10-23
Intergy Private Wealth, LLC
INCREASED
Shares4,277 from 4,099
Change+178 (+4%)
Value$621.5K (+$94.8K)
Filed 2026-10-16
Howard Wealth Management, LLC
INCREASED
Shares4,258 from 4,092
Change+166 (+4%)
Value$618.8K (+$92.9K)
Filed 2026-10-28
Gradient Investments LLC
INCREASED
Shares4,244 from 3,723
Change+521 (+14%)
Value$616.7K (+$138.3K)
Filed 2026-10-08
Seizert Capital Partners, LLC
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$614.7K (+$71.1K)
Filed 2026-10-30
MRA Advisory Group
DECREASED
Shares4,227 from 4,420
Change-193 (-4%)
Value$614.2K (+$46.2K)
Filed 2026-10-07
Fell Capital Management
UNCHANGED
Shares4,215 from 4,215
Change0 (0%)
Value$612.5K (+$70.9K)
Filed 2026-10-09
Bender Robert & Associates
INCREASED
Shares4,210 from 4,042
Change+168 (+4%)
Value$611.7K (+$92.4K)
Filed 2026-10-21
Park Edge Advisors, LLC
DECREASED
Shares4,198 from 4,378
Change-180 (-4%)
Value$610.0K (+$47.4K)
Filed 2026-10-28
Optivise Advisory Services LLC
INCREASED
Shares4,196 from 3,946
Change+250 (+6%)
Value$609.7K (+$102.7K)
Filed 2026-10-19
Miller Global Investments, LLC
DECREASED
Shares4,185 from 4,258
Change-73 (-2%)
Value$608.1K (+$61.0K)
Filed 2026-10-02
Acima Private Wealth, LLC
DECREASED
Shares4,176 from 4,764
Change-588 (-12%)
Value$606.8K (-$5.4K)
Filed 2026-10-05
Able Financial Group, LLC
DECREASED
Shares4,166 from 4,923
Change-757 (-15%)
Value$605.4K (-$27.2K)
Filed 2026-10-14
Uniting Wealth Partners, LLC
INCREASED
Shares4,144 from 3,965
Change+179 (+5%)
Value$605.7K (+$92.9K)
Filed 2026-11-06
Sound Income Strategies, LLC
DECREASED
Shares4,143 from 4,917
Change-774 (-16%)
Value$589.9K (-$42.0K)
Filed 2026-10-09
Centurion Wealth Management LLC
INCREASED
Shares4,143 from 4,132
Change+11 (+0%)
Value$602.0K (+$71.0K)
Filed 2026-10-13
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares4,141 from 4,136
Change+5 (+0%)
Value$601.7K (+$70.3K)
Filed 2026-10-22
True North Advisors, LLC
DECREASED
Shares4,137 from 4,150
Change-13 (0%)
Value$604.7K (+$71.4K)
Filed 2026-10-22
Investment Partners Asset Management, Inc.
INCREASED
Shares4,136 from 4,062
Change+74 (+2%)
Value$601.0K (+$79.0K)
Filed 2026-10-09
Ballast, Inc.
INCREASED
Shares4,130 from 3,950
Change+180 (+5%)
Value$600.1K (+$92.6K)
Filed 2026-10-20
Financial Planning Hawaii, Inc.
DECREASED
Shares4,121 from 5,491
Change-1,370 (-25%)
Value$598.8K (-$106.8K)
Filed 2026-10-13
Financial Council, LLC
UNCHANGED
Shares4,116 from 4,116
Change0 (0%)
Value$598.2K (+$69.2K)
Filed 2026-11-02
Hollow Brook Wealth Management LLC
UNCHANGED
Shares4,113 from 4,113
Change0 (0%)
Value$597.7K (+$69.1K)
Filed 2026-10-29
Sustainable Insight Capital Management, LLC
NEW
Shares4,112
Change+4,112
Value$597.5K
Filed 2026-11-06
Powell Investment Advisors, LLC
UNCHANGED
Shares4,109 from 4,109
Change0 (0%)
Value$600.6K (+$69.1K)
Filed 2026-10-22
Brady Family Wealth, LLC
DECREASED
Shares4,100 from 4,774
Change-674 (-14%)
Value$595.8K (-$17.7K)
Filed 2026-11-02
CPC Advisors, LLC
INCREASED
Shares4,099 from 3,842
Change+257 (+7%)
Value$595.6K (+$101.9K)
Filed 2026-10-21
Legacy Advisory Services, LLC
INCREASED
Shares4,099 from 4,097
Change+2 (+0%)
Value$595.6K (+$69.2K)
Filed 2026-10-20
Ramiah Investment Group
DECREASED
Shares4,094 from 4,246
Change-152 (-4%)
Value$594.9K (+$49.3K)
Filed 2026-10-20
Thrive Capital Management, LLC
DECREASED
Shares4,088 from 42,844
Change-38,756 (-90%)
Value$594.0K (-$4.9M)
Filed 2026-10-28
MBM Wealth Consultants, LLC
UNCHANGED
Shares4,081 from 4,081
Change0 (0%)
Value$592.9K (+$68.6K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares4,080 from 2,665
Change+1,415 (+53%)
Value$592.9K (+$250.4K)
Filed 2026-10-13
One Day In July LLC
DECREASED
Shares4,079 from 4,135
Change-56 (-1%)
Value$592.7K (+$61.4K)
Filed 2026-10-30
Burton Enright Welch
INCREASED
Shares4,078 from 1,782
Change+2,296 (+129%)
Value$592.6K (+$363.6K)
Filed 2026-11-04
KWB Wealth
INCREASED
Shares4,071 from 2,734
Change+1,337 (+49%)
Value$591.5K (+$240.1K)
Filed 2026-10-16
Baron Wealth Management LLC
INCREASED
Shares4,071 from 3,920
Change+151 (+4%)
Value$591.5K (+$87.8K)
Filed 2026-10-27
Earned Wealth Advisors, LLC
INCREASED
Shares4,063 from 3,294
Change+769 (+23%)
Value$590.4K (+$167.2K)
Filed 2026-11-06
Flynn Zito Capital Management, LLC
INCREASED
Shares4,063 from 4,052
Change+11 (+0%)
Value$590.4K (+$69.7K)
Filed 2026-11-04
PFS Partners, LLC
INCREASED
Shares4,059 from 4,033
Change+26 (+1%)
Value$589.8K (+$71.6K)
Filed 2026-10-21
Parisi Gray Wealth Management
DECREASED
Shares4,049 from 4,052
Change-3 (0%)
Value$588.3K (+$67.7K)
Filed 2026-10-16
Cranbrook Wealth Management, LLC
DECREASED
Shares4,047 from 4,154
Change-107 (-3%)
Value$588.1K (+$54.3K)
Filed 2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares4,043 from 3,988
Change+55 (+1%)
Value$587 (-$511.4K)
Filed 2026-10-14
Chemistry Wealth Management LLC
INCREASED
Shares4,033 from 3,843
Change+190 (+5%)
Value$586.0K (+$92.2K)
Filed 2026-10-16
Orrstown Financial Services Inc
DECREASED
Shares4,031 from 4,079
Change-48 (-1%)
Value$585.7K (+$61.6K)
Filed 2026-10-14
Huntleigh Advisors, Inc.
INCREASED
Shares4,028 from 4,009
Change+19 (+0%)
Value$585.4K (+$70.2K)
Filed 2026-11-03
Bell Bank
INCREASED
Shares3,968 from 3,672
Change+296 (+8%)
Value$576.6K (+$104.7K)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
INCREASED
Shares3,960 from 3,212
Change+748 (+23%)
Value$575.4K (+$162.7K)
Filed 2026-10-29
O'Brien Greene & Co. Inc
UNCHANGED
Shares3,944 from 3,944
Change0 (0%)
Value$573.1K (+$66.3K)
Filed 2026-11-05
EdgeRock Capital LLC
INCREASED
Shares3,929 from 3,461
Change+468 (+14%)
Value$570.9K (+$126.2K)
Filed 2026-11-03
RTD Financial Advisors, Inc.
DECREASED
Shares3,928 from 3,952
Change-24 (-1%)
Value$570.8K (+$62.9K)
Filed 2026-10-09
Paragon Capital Management Ltd
DECREASED
Shares3,925 from 4,355
Change-430 (-10%)
Value$570.3K (+$10.5K)
Filed 2026-10-09
Values Added Financial LLC
DECREASED
Shares3,924 from 3,925
Change-1 (0%)
Value$570.2K (+$65.8K)
Filed 2026-10-28
Roan Capital Partners
INCREASED
Shares3,917 from 3,318
Change+599 (+18%)
Value$569.2K (+$142.8K)
Filed 2026-10-09
Valicenti Advisory Services Inc
DECREASED
Shares3,916 from 4,132
Change-216 (-5%)
Value$569 (+$38)
Filed 2026-10-23
State of Wyoming
INCREASED
Shares3,907 from 2,066
Change+1,841 (+89%)
Value$567.7K (+$302.2K)
Filed 2026-10-28
Oak Asset Management, LLC
UNCHANGED
Shares3,906 from 3,906
Change0 (0%)
Value$567.6K (+$65.7K)
Filed 2026-10-13
FAI Advisors, Inc.
INCREASED
Shares3,895 from 3,537
Change+358 (+10%)
Value$566.0K (+$111.5K)
Filed 2026-10-27
Hoese & Co LLP
UNCHANGED
Shares3,894 from 3,894
Change0 (0%)
Value$565.8K (+$65.5K)
Filed 2026-10-21
Encompass Wealth Advisors, LLC
NEW
Shares3,884
Change+3,884
Value$564.5K
Filed 2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED
Shares3,882 from 3,795
Change+87 (+2%)
Value$564.1K (+$76.4K)
Filed 2026-11-03
Cortland Associates Inc
INCREASED
Shares3,875 from 3,711
Change+164 (+4%)
Value$563.0K (+$86.0K)
Filed 2026-10-29
Vista Investment Partners LLC
INCREASED
Shares3,866 from 3,858
Change+8 (+0%)
Value$561.8K (+$66.0K)
Filed 2026-10-08
Dale Q Rice Investment Management Ltd
DECREASED
Shares3,856 from 3,904
Change-48 (-1%)
Value$560.3K (+$58.7K)
Filed 2026-10-09
Princeton Global Asset Management LLC
INCREASED
Shares3,840 from 3,825
Change+15 (+0%)
Value$558.0K (+$66.4K)
Filed 2026-10-21
Missouri Trust & Investment Co
DECREASED
Shares3,835 from 4,335
Change-500 (-12%)
Value$557.3K (-$7.2K)
Filed 2026-11-04
Financial Management Professionals, Inc.
INCREASED
Shares3,835 from 3,783
Change+52 (+1%)
Value$560.5K (+$71.1K)
Filed 2026-10-23
Human Investing LLC
INCREASED
Shares3,831 from 3,385
Change+446 (+13%)
Value$556.6K (+$121.7K)
Filed 2026-10-19
Tranquility Partners, LLC
INCREASED
Shares3,825 from 3,703
Change+122 (+3%)
Value$555.8K (+$80.0K)
Filed 2026-10-20
McLean Asset Management Corp
DECREASED
Shares3,817 from 3,870
Change-53 (-1%)
Value$560.9K (+$57.0K)
Filed 2026-11-06
Three Seasons Wealth, LLC
DECREASED
Shares3,814 from 15,046
Change-11,232 (-75%)
Value$554.2K (-$1.4M)
Filed 2026-11-03
Reflection Asset Management
UNCHANGED
Shares3,814 from 3,814
Change0 (0%)
Value$554.2K (+$64.1K)
Filed 2026-10-28
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares3,810 from 3,811
Change-1 (0%)
Value$553.6K (+$63.9K)
Filed 2026-10-28
Providence Financial Advisors, LLC
UNCHANGED
Shares3,797 from 3,797
Change0 (0%)
Value$551.8K (+$63.8K)
Filed 2026-11-06
Spartan Planning & Wealth Management
DECREASED
Shares3,792 from 4,853
Change-1,061 (-22%)
Value$551.1K (-$72.6K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
DECREASED
Shares3,787 from 5,509
Change-1,722 (-31%)
Value$550.3K (-$157.6K)
Filed 2026-10-26
Sculati Wealth Management, LLC
UNCHANGED
Shares3,783 from 3,783
Change0 (0%)
Value$550.2K (+$67.9K)
Filed 2026-10-19
Redwood Financial Network Corp
INCREASED
Shares3,771 from 3,769
Change+2 (+0%)
Value$548.0K (+$63.7K)
Filed 2026-11-03
Purkiss Capital Advisors LLC
INCREASED
Shares3,760 from 3,751
Change+9 (+0%)
Value$546.4K (+$64.4K)
Filed 2026-11-06
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares3,756 from 3,756
Change0 (0%)
Value$545.9K (+$63.1K)
Filed 2026-10-07
Vista Capital Partners, Inc.
INCREASED
Shares3,740 from 2,968
Change+772 (+26%)
Value$543.5K (+$162.1K)
Filed 2026-11-06
Secure Asset Management, LLC
DECREASED
Shares3,737 from 4,350
Change-613 (-14%)
Value$543.1K (-$15.9K)
Filed 2026-10-19
Nexus Investment Management ULC
UNCHANGED
Shares3,735 from 3,735
Change0 (0%)
Value$542.7K (+$62.8K)
Filed 2026-10-27
Wealth Advisory Solutions, LLC
DECREASED
Shares3,731 from 3,882
Change-151 (-4%)
Value$542.2K (+$43.3K)
Filed 2026-10-20
Perennial Advisors, LLC
UNCHANGED
Shares3,724 from 3,724
Change0 (0%)
Value$541.1K (+$62.6K)
Filed 2026-10-13
Hohimer Wealth Management, LLC
DECREASED
Shares3,710 from 9,295
Change-5,585 (-60%)
Value$539.1K (-$655.3K)
Filed 2026-11-04
Peoples Bank
DECREASED
Shares3,710 from 3,795
Change-85 (-2%)
Value$539.1K (+$51.4K)
Filed 2026-10-09
Beacon Financial Strategies Corp
DECREASED
Shares3,697 from 3,796
Change-99 (-3%)
Value$537.3K (+$49.5K)
Filed 2026-10-14
Tortoise Investment Management, LLC
INCREASED
Shares3,688 from 3,462
Change+226 (+7%)
Value$535.9K (+$91.0K)
Filed 2026-11-06
Fidelity D & D Bancorp Inc
UNCHANGED
Shares3,669 from 3,669
Change0 (0%)
Value$533.1K (+$61.7K)
Filed 2026-11-05
D.B. Root & Company, LLC
INCREASED
Shares3,667 from 3,564
Change+103 (+3%)
Value$532.9K (+$74.9K)
Filed 2026-11-04
Peck Wealth Management, LLC
UNCHANGED
Shares3,659 from 3,659
Change0 (0%)
Value$531.7K (+$61.5K)
Filed 2026-10-29
Ballew Advisors, Inc
INCREASED
Shares3,653 from 3,636
Change+17 (+0%)
Value$527.2K (+$56.1K)
Filed 2026-10-05
Willow Creek Wealth Management Inc.
DECREASED
Shares3,651 from 4,556
Change-905 (-20%)
Value$530.5K (-$54.9K)
Filed 2026-10-26
Adamsbrown Wealth Consultants LLC
INCREASED
Shares3,647 from 3,627
Change+20 (+1%)
Value$529.9K (+$63.8K)
Filed 2026-10-20
Targeted Financial Services LLC
INCREASED
Shares3,637 from 3,634
Change+3 (+0%)
Value$528.4K (+$61.5K)
Filed 2026-10-19
Mission Financial Group, LLC
INCREASED
Shares3,629 from 3,374
Change+255 (+8%)
Value$527.3K (+$93.8K)
Filed 2026-10-21
Wilkins Miller Wealth Management, LLC
INCREASED
Shares3,620 from 3,604
Change+16 (+0%)
Value$526.1K (+$62.9K)
Filed 2026-10-13
Bdfs Capital LLC
UNCHANGED
Shares3,608 from 3,608
Change0 (0%)
Value$527.3K (+$60.7K)
Filed 2026-10-14
WMG Financial Advisors, LLC
UNCHANGED
Shares3,605 from 3,605
Change0 (0%)
Value$463.3K ($0)
Filed 2026-10-28
Certior Financial Group, LLC
INCREASED
Shares3,588 from 3,339
Change+249 (+7%)
Value$521.4K (+$92.3K)
Filed 2026-10-19
Berkeley, Inc
UNCHANGED
Shares3,583 from 3,583
Change0 (0%)
Value$520.7K (+$60.2K)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
INCREASED
Shares3,560 from 3,372
Change+188 (+6%)
Value$517.3K (+$84.0K)
Filed 2026-10-26
Ashurst Perkins Coie Trust Co
INCREASED
Shares3,554 from 3,270
Change+284 (+9%)
Value$516.4K (+$96.2K)
Filed 2026-10-15
Teza Capital Management LLC
NEW
Shares3,553
Change+3,553
Value$516.3K
Filed 2026-10-23
Johnson Financial Group, LLC
DECREASED
Shares3,523 from 8,613
Change-5,090 (-59%)
Value$512.0K (-$594.7K)
Filed 2026-11-03
Meridian Investment Counsel Inc.
DECREASED
Shares3,523 from 3,923
Change-400 (-10%)
Value$511.9K (+$7.8K)
Filed 2026-10-14
Ellsworth Advisors, LLC
INCREASED
Shares3,523 from 3,455
Change+68 (+2%)
Value$511.9K (+$84.8K)
Filed 2026-10-15
Beacon Capital Management, LLC
DECREASED
Shares3,517 from 4,401
Change-884 (-20%)
Value$511.0K (-$54.5K)
Filed 2026-10-23
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares3,511 from 3,068
Change+443 (+14%)
Value$510.2K (+$115.9K)
Filed 2026-10-27
Willow Creek Capital Management, Inc.
UNCHANGED
Shares3,511 from 3,511
Change0 (0%)
Value$451.2K ($0)
Filed 2026-10-16
Adkins Seale Capital Management LLC
UNCHANGED
Shares3,509 from 3,509
Change0 (0%)
Value$509.9K (+$59.0K)
Filed 2026-10-27
Credit Capital Investments LLC
NEW
Shares3,500
Change+3,500
Value$508.6K
Filed 2026-10-22
Lifestyle Asset Management, Inc.
INCREASED
Shares3,492 from 2,979
Change+513 (+17%)
Value$507.4K (+$124.6K)
Filed 2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares3,482 from 3,428
Change+54 (+2%)
Value$506.0K (+$65.5K)
Filed 2026-10-13
Olistico Wealth, LLC
INCREASED
Shares3,477 from 3,473
Change+4 (+0%)
Value$505.3K (+$59.0K)
Filed 2026-10-05
Greatmark Investment Partners, Inc.
DECREASED
Shares3,475 from 3,806
Change-331 (-9%)
Value$505.0K (+$15.9K)
Filed 2026-10-28
JGP Global Gestao de Recursos Ltda.
INCREASED
Shares3,470 from 3,372
Change+98 (+3%)
Value$504.2K (+$70.9K)
Filed 2026-10-16
Powers Advisory Group, LLC
DECREASED
Shares3,467 from 3,599
Change-132 (-4%)
Value$503.9K (+$41.3K)
Filed 2026-10-14
MBE Wealth Management, LLC
INCREASED
Shares3,464 from 3,323
Change+141 (+4%)
Value$503.4K (+$76.4K)
Filed 2026-10-26
Mayfair Advisory Group, LLC
DECREASED
Shares3,463 from 3,477
Change-14 (0%)
Value$503.3K (+$47.5K)
Filed 2026-10-20
Benin Management Corp
DECREASED
Shares3,451 from 4,401
Change-950 (-22%)
Value$501.5K (-$64.1K)
Filed 2026-10-22
Whelan Financial
INCREASED
Shares3,437 from 3,078
Change+359 (+12%)
Value$499.4K (+$103.9K)
Filed 2026-10-28
Banque de Luxembourg S.A.
INCREASED
Shares3,436 from 2,436
Change+1,000 (+41%)
Value$499.3K (+$186.3K)
Filed 2026-10-14
XY Planning Network, Inc.
INCREASED
Shares3,420 from 2,758
Change+662 (+24%)
Value$497.0K (+$142.6K)
Filed 2026-10-14
Connecticut Capital Management Group, LLC
DECREASED
Shares3,411 from 3,415
Change-4 (0%)
Value$495.7K (+$56.8K)
Filed 2026-10-29
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares3,408 from 3,716
Change-308 (-8%)
Value$486.6K (+$15.5K)
Filed 2026-10-19
South Shore Capital Advisors
DECREASED
Shares3,408 from 3,498
Change-90 (-3%)
Value$495.2K (+$45.7K)
Filed 2026-10-20
Colonial River Investments, LLC
INCREASED
Shares3,407 from 3,226
Change+181 (+6%)
Value$495.1K (+$80.5K)
Filed 2026-10-19
Landaas & Co
INCREASED
Shares3,388 from 2,584
Change+804 (+31%)
Value$492.3K (+$160.2K)
Filed 2026-10-29
FDx Advisors, Inc.
INCREASED
Shares3,384 from 3,036
Change+348 (+11%)
Value$492 (-$389.5K)
Filed 2026-11-05
Harmony Asset Management LLC
INCREASED
Shares3,380 from 3,252
Change+128 (+4%)
Value$491.2K (+$73.3K)
Filed 2026-10-20
Trust Investment Advisors
INCREASED
Shares3,368 from 1,639
Change+1,729 (+105%)
Value$489.4K (+$278.8K)
Filed 2026-10-20
Post Resch Tallon Group Inc.
DECREASED
Shares3,357 from 3,422
Change-65 (-2%)
Value$487.8K (+$48.1K)
Filed 2026-10-09
Essential Investment Partners LLC
INCREASED
Shares3,354 from 1,985
Change+1,369 (+69%)
Value$487.4K (+$232.3K)
Filed 2026-10-27
Objective Capital Management, LLC
UNCHANGED
Shares3,354 from 3,354
Change0 (0%)
Value$487.4K (+$56.4K)
Filed 2026-10-13
Birch Financial Group, LLC
DECREASED
Shares3,343 from 3,394
Change-51 (-1%)
Value$485.8K (+$49.7K)
Filed 2026-10-27
Rainier Family Wealth Inc
INCREASED
Shares3,340 from 3,218
Change+122 (+4%)
Value$485.3K (+$71.8K)
Filed 2026-11-02
Warren Street Wealth Advisors, LLC
INCREASED
Shares3,327 from 3,201
Change+126 (+4%)
Value$483.5K (+$72.2K)
Filed 2026-11-04
truNorth Financial Services, Inc.
DECREASED
Shares3,326 from 3,461
Change-135 (-4%)
Value$483.3K (+$38.6K)
Filed 2026-11-06
Mountain Pacific Investment Advisers LLC
INCREASED
Shares3,326 from 3,241
Change+85 (+3%)
Value$483.3K (+$66.8K)
Filed 2026-10-29
CMG Global Holdings, LLC
INCREASED
Shares3,314 from 3,112
Change+202 (+6%)
Value$481.6K (+$81.7K)
Filed 2026-10-14
Instrumental Wealth, LLC
INCREASED
Shares3,289 from 1,864
Change+1,425 (+76%)
Value$477.9K (+$238.4K)
Filed 2026-10-20
Integris Wealth Management, LLC
UNCHANGED
Shares3,277 from 3,277
Change0 (0%)
Value$476.2K (+$55.1K)
Filed 2026-10-14
Eagle Bluffs Wealth Management LLC
DECREASED
Shares3,271 from 3,990
Change-719 (-18%)
Value$478.1K (-$36.5K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
DECREASED
Shares3,264 from 3,432
Change-168 (-5%)
Value$474.4K (+$33.3K)
Filed 2026-10-30
Groesbeck Investment Management Corp
DECREASED
Shares3,260 from 3,396
Change-136 (-4%)
Value$474 (+$38)
Filed 2026-10-26
Gould Asset Management LLC
INCREASED
Shares3,246 from 3,182
Change+64 (+2%)
Value$471.7K (+$62.8K)
Filed 2026-11-06
Sun Group Wealth Partners
UNCHANGED
Shares3,235 from 3,235
Change0 (0%)
Value$470.1K (+$54.4K)
Filed 2026-10-26
Platt Wealth Management LLC
DECREASED
Shares3,233 from 3,317
Change-84 (-3%)
Value$469 (-$425.5K)
Filed 2026-11-04
Monument Group Wealth Advisors, LLC
DECREASED
Shares3,230 from 4,935
Change-1,705 (-35%)
Value$469.4K (+$84.8K)
Filed 2026-10-21
Berman McAleer LLC
UNCHANGED
Shares3,223 from 3,223
Change0 (0%)
Value$468.3K (+$54.2K)
Filed 2026-10-16
Red Mountain Financial, LLC
DECREASED
Shares3,221 from 3,247
Change-26 (-1%)
Value$468.0K (+$50.7K)
Filed 2026-11-03
Dakota Community Bank & Trust NA
DECREASED
Shares3,215 from 3,685
Change-470 (-13%)
Value$467.2K (-$6.4K)
Filed 2026-10-09
PTM Wealth Management, LLC
DECREASED
Shares3,215 from 3,252
Change-37 (-1%)
Value$456.3K (+$30.1K)
Filed 2026-10-23
Bluedoor Private Wealth, LLC
DECREASED
Shares3,214 from 3,217
Change-3 (0%)
Value$467.0K (+$53.6K)
Filed 2026-11-05
Quaker Wealth Management, LLC
INCREASED
Shares3,203 from 2,499
Change+704 (+28%)
Value$465.4K (+$144.2K)
Filed 2026-10-22
Montz Harcus Wealth Management LLC
INCREASED
Shares3,198 from 3,191
Change+7 (+0%)
Value$464.7K (+$54.7K)
Filed 2026-10-09
Security Financial Services, Inc.
INCREASED
Shares3,195 from 3,188
Change+7 (+0%)
Value$464.3K (+$54.6K)
Filed 2026-10-29
Verity & Verity, LLC
DECREASED
Shares3,187 from 3,587
Change-400 (-11%)
Value$463.1K (+$2.2K)
Filed 2026-10-23
Gagnon Securities LLC
UNCHANGED
Shares3,187 from 3,187
Change0 (0%)
Value$463.1K (+$53.6K)
Filed 2026-11-05
MeadowBrook Investment Advisors LLC
DECREASED
Shares3,178 from 3,403
Change-225 (-7%)
Value$467.9K (+$30.6K)
Filed 2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED
Shares3,170 from 3,237
Change-67 (-2%)
Value$460.6K (+$44.7K)
Filed 2026-10-16
Aurora Investment Managers, Llc.
INCREASED
Shares3,169 from 3,167
Change+2 (+0%)
Value$461 (+$54)
Filed 2026-10-15
Prairie Advisory, LLC
NEW
Shares3,166
Change+3,166
Value$460.0K
Filed 2026-10-19
Sterling Financial Planning, Inc.
DECREASED
Shares3,166 from 3,246
Change-80 (-2%)
Value$460.1K (+$42.9K)
Filed 2026-10-28
Eads & Heald Wealth Management
DECREASED
Shares3,161 from 3,872
Change-711 (-18%)
Value$459.3K (-$38.2K)
Filed 2026-10-29
Balance Wealth Partners LLC
INCREASED
Shares3,149 from 3,051
Change+98 (+3%)
Value$457.5K (+$65.5K)
Filed 2026-10-27
Fire Capital Management LLC
NEW
Shares3,148
Change+3,148
Value$457.4K
Filed 2026-10-27
MQS Management LLC
NEW
Shares3,141
Change+3,141
Value$456.4K
Filed 2026-11-06
MMA Asset Management LLC
INCREASED
Shares3,139 from 3,138
Change+1 (+0%)
Value$456.1K (+$52.9K)
Filed 2026-11-02
Canvas Wealth Advisors, LLC
INCREASED
Shares3,137 from 2,978
Change+159 (+5%)
Value$459.0K (+$73.8K)
Filed 2026-11-02
Aufman Associates Inc
INCREASED
Shares3,134 from 2,990
Change+144 (+5%)
Value$455.4K (+$71.2K)
Filed 2026-11-04
Byrne Asset Management LLC
INCREASED
Shares3,127 from 3,027
Change+100 (+3%)
Value$449.7K (+$60.7K)
Filed 2026-10-06
True Wealth Design, LLC
INCREASED
Shares3,125 from 3,064
Change+61 (+2%)
Value$454.1K (+$60.4K)
Filed 2026-10-13
Elco Management Co., LLC
UNCHANGED
Shares3,122 from 3,122
Change0 (0%)
Value$453.7K (+$52.5K)
Filed 2026-10-14
Tobam
DECREASED
Shares3,118 from 5,587
Change-2,469 (-44%)
Value$453 (-$717.5K)
Filed 2026-11-03
DB&C Advisors, LLC
INCREASED
Shares3,110 from 3,091
Change+19 (+1%)
Value$451.9K (+$54.7K)
Filed 2026-10-26
Blackston Financial Advisory Group, LLC
DECREASED
Shares3,106 from 3,420
Change-314 (-9%)
Value$451.3K (+$11.8K)
Filed 2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares3,103 from 3,105
Change-2 (0%)
Value$450.9K (+$51.9K)
Filed 2026-10-15
Vivid Wealth Management, LLC
DECREASED
Shares3,102 from 3,166
Change-64 (-2%)
Value$450.7K (+$43.9K)
Filed 2026-10-27
TMB Capital Partners, LLC
INCREASED
Shares3,087 from 3,085
Change+2 (+0%)
Value$448.5K (+$52.1K)
Filed 2026-10-20
BXM Wealth LLC
UNCHANGED
Shares3,073 from 3,073
Change0 (0%)
Value$446.5K (+$51.7K)
Filed 2026-11-03
Aire Advisors, LLC
DECREASED
Shares3,069 from 3,136
Change-67 (-2%)
Value$445.9K (+$42.9K)
Filed 2026-10-22
Southern Michigan Bank & Trust
DECREASED
Shares3,065 from 4,691
Change-1,626 (-35%)
Value$445.4K (-$157.4K)
Filed 2026-10-19
Wilkerson Advisory Group LLC
INCREASED
Shares3,064 from 3,053
Change+11 (+0%)
Value$445.3K (+$52.8K)
Filed 2026-10-20
North Point Portfolio Managers Corp
DECREASED
Shares3,061 from 3,111
Change-50 (-2%)
Value$447.4K (+$47.6K)
Filed 2026-10-07
Buckhead Capital Management LLC
DECREASED
Shares3,055 from 3,066
Change-11 (0%)
Value$443.9K (+$50.0K)
Filed 2026-11-03
Henderson Brothers Financial Partners, LLC
DECREASED
Shares3,048 from 3,051
Change-3 (0%)
Value$442.9K (+$50.8K)
Filed 2026-11-03
Traveka Wealth, LLC
INCREASED
Shares3,039 from 2,711
Change+328 (+12%)
Value$441.6K (+$93.2K)
Filed 2026-10-19
August Group Capital Ltd
INCREASED
Shares3,038 from 3,033
Change+5 (+0%)
Value$441.5K (+$51.7K)
Filed 2026-10-14
TriaGen Wealth Management LLC
UNCHANGED
Shares3,037 from 3,037
Change0 (0%)
Value$441.3K (+$51.1K)
Filed 2026-10-14
Cane Capital Partners, LLC
DECREASED
Shares3,035 from 3,197
Change-162 (-5%)
Value$441.0K (+$30.2K)
Filed 2026-10-23
Dumont & Blake Investment Advisors LLC
DECREASED
Shares3,035 from 3,043
Change-8 (0%)
Value$441.0K (+$50.0K)
Filed 2026-10-28
Strategent Financial, LLC
DECREASED
Shares3,034 from 3,182
Change-148 (-5%)
Value$440.9K (+$32.0K)
Filed 2026-10-30
KRS Capital Management, LLC
INCREASED
Shares3,032 from 3,029
Change+3 (+0%)
Value$440.6K (+$51.4K)
Filed 2026-10-16
Five Oceans Advisors
DECREASED
Shares3,030 from 3,157
Change-127 (-4%)
Value$440.3K (+$34.6K)
Filed 2026-10-22
Lorne Steinberg Wealth Management Inc.
UNCHANGED
Shares3,023 from 3,023
Change0 (0%)
Value$439.3K (+$50.8K)
Filed 2026-10-23
Kellett Wealth Advisors, LLC
INCREASED
Shares3,022 from 2,903
Change+119 (+4%)
Value$439.1K (+$66.0K)
Filed 2026-10-15
Cornerstone Planning Group LLC
DECREASED
Shares3,014 from 3,033
Change-19 (-1%)
Value$438.8K (+$52.2K)
Filed 2026-10-16
Cornerstone Wealth, LLC
UNCHANGED
Shares3,012 from 3,012
Change0 (0%)
Value$437.6K (+$65.3K)
Filed 2026-10-28
Harrell Investment Partners, LLC
DECREASED
Shares3,011 from 3,030
Change-19 (-1%)
Value$437.6K (+$48.2K)
Filed 2026-10-15
StoryOne LLC
NEW
Shares3,008
Change+3,008
Value$437.1K
Filed 2026-10-13
Carson Advisory Inc.
DECREASED
Shares3,008 from 3,024
Change-16 (-1%)
Value$437.1K (+$48.5K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares2,998 from 2,950
Change+48 (+2%)
Value$435.6K (+$56.6K)
Filed 2026-10-14
Cdkv Holdings LLC
UNCHANGED
Shares2,994 from 2,994
Change0 (0%)
Value$435.0K (+$50.3K)
Filed 2026-10-28
Mainsail Asset Management, LLC
DECREASED
Shares2,993 from 5,984
Change-2,991 (-50%)
Value$424.8K (-$338.1K)
Filed 2026-10-14
Opal Wealth Advisors, LLC
DECREASED
Shares2,993 from 2,998
Change-5 (0%)
Value$434.9K (+$49.6K)
Filed 2026-10-16
Bond & Devick Financial Network, Inc.
INCREASED
Shares2,992 from 2,927
Change+65 (+2%)
Value$434.8K (+$58.6K)
Filed 2026-10-23
TrustBank
DECREASED
Shares2,992 from 3,013
Change-21 (-1%)
Value$434.8K (+$47.6K)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
INCREASED
Shares2,988 from 2,962
Change+26 (+1%)
Value$434.1K (+$62.8K)
Filed 2026-11-02
TigerOak Management, L.L.C.
INCREASED
Shares2,984 from 2,794
Change+190 (+7%)
Value$433.6K (+$74.6K)
Filed 2026-10-23
Walker Asset Management, LLC
INCREASED
Shares2,983 from 2,964
Change+19 (+1%)
Value$433.4K (+$52.5K)
Filed 2026-10-13
E6 Portfolios, LLC
INCREASED
Shares2,982 from 2,981
Change+1 (+0%)
Value$433.4K (+$50.3K)
Filed 2026-10-26
Rothwell Investment Advisors, LLC
NEW
Shares2,981
Change+2,981
Value$433.2K
Filed 2026-11-06
Advisors Management Group Inc
INCREASED
Shares2,981 from 2,579
Change+402 (+16%)
Value$433 (-$330.6K)
Filed 2026-11-05
Kaydan Wealth Management, Inc.
INCREASED
Shares2,978 from 2,925
Change+53 (+2%)
Value$432.7K (+$56.9K)
Filed 2026-10-08
Westside Investment Management, Inc.
DECREASED
Shares2,977 from 3,026
Change-49 (-2%)
Value$432.3K (+$43.4K)
Filed 2026-11-02
Worth Financial Advisory Group, LLC
INCREASED
Shares2,968 from 2,644
Change+324 (+12%)
Value$431.2K (+$91.4K)
Filed 2026-10-19
Catalyst Private Wealth, LLC
INCREASED
Shares2,966 from 2,825
Change+141 (+5%)
Value$431.0K (+$68.0K)
Filed 2026-10-13
Abound Wealth Management
INCREASED
Shares2,956 from 1,649
Change+1,307 (+79%)
Value$429.5K (+$217.6K)
Filed 2026-10-26
Evansbrook LLC
INCREASED
Shares2,943 from 2,813
Change+130 (+5%)
Value$427.6K (+$66.1K)
Filed 2026-10-16
Wetzel Investment Advisors, Inc.
DECREASED
Shares2,938 from 2,983
Change-45 (-2%)
Value$429.4K (+$43.6K)
Filed 2026-10-13
Cadent Capital Advisors, LLC
DECREASED
Shares2,915 from 2,978
Change-63 (-2%)
Value$423.6K (+$40.9K)
Filed 2026-10-09
Commonwealth Financial Services, LLC
DECREASED
Shares2,908 from 8,315
Change-5,407 (-65%)
Value$422.6K (-$645.9K)
Filed 2026-10-20
North Capital, Inc.
DECREASED
Shares2,903 from 2,957
Change-54 (-2%)
Value$412.2K (+$32.2K)
Filed 2026-10-16
Prosperitas Financial LLC
INCREASED
Shares2,892 from 2,835
Change+57 (+2%)
Value$420.3K (+$56.0K)
Filed 2026-10-28
BKM Wealth Management, LLC
INCREASED
Shares2,885 from 2,845
Change+40 (+1%)
Value$419.2K (+$53.6K)
Filed 2026-10-22
Prentiss Smith & Co Inc
DECREASED
Shares2,884 from 2,904
Change-20 (-1%)
Value$419.1K (+$45.9K)
Filed 2026-10-27
Directional Asset Management
DECREASED
Shares2,883 from 2,985
Change-102 (-3%)
Value$418.9K (+$35.3K)
Filed 2026-10-22
InTrack Investment Management Inc
DECREASED
Shares2,876 from 3,557
Change-681 (-19%)
Value$417.9K (-$39.2K)
Filed 2026-10-15
AGH Wealth Advisors, LLC
INCREASED
Shares2,870 from 2,841
Change+29 (+1%)
Value$417.0K (+$52.0K)
Filed 2026-10-26
Veratis Advisors, Inc.
UNCHANGED
Shares2,863 from 2,863
Change0 (0%)
Value$416.0K (+$48.1K)
Filed 2026-11-03
HBE Wealth Management, LLC
DECREASED
Shares2,855 from 2,882
Change-27 (-1%)
Value$414.8K (+$44.5K)
Filed 2026-11-06
Cooper Capital Advisors LLC
UNCHANGED
Shares2,854 from 2,854
Change0 (0%)
Value$414.7K (+$48.0K)
Filed 2026-10-29
Curran Financial Partners, LLC
INCREASED
Shares2,851 from 2,793
Change+58 (+2%)
Value$414.3K (+$55.4K)
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares2,838 from 2,062
Change+776 (+38%)
Value$412.4K (+$147.4K)
Filed 2026-11-04
Vista Investment Partners II, LLC
DECREASED
Shares2,835 from 2,895
Change-60 (-2%)
Value$412.0K (+$40.0K)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
DECREASED
Shares2,834 from 3,579
Change-745 (-21%)
Value$411.8K (-$44.4K)
Filed 2026-10-29
Grant Street Asset Management, Inc.
UNCHANGED
Shares2,829 from 2,829
Change0 (0%)
Value$411.0K (+$47.5K)
Filed 2026-10-26
AGP Franklin, LLC
UNCHANGED
Shares2,822 from 2,822
Change0 (0%)
Value$410.1K (+$47.4K)
Filed 2026-11-04
BlueChip Wealth Advisors LLC
INCREASED
Shares2,820 from 2,500
Change+320 (+13%)
Value$409.8K (+$88.5K)
Filed 2026-11-03
TFB Advisors LLC
UNCHANGED
Shares2,814 from 2,814
Change0 (0%)
Value$408.9K (+$47.3K)
Filed 2026-11-02
Bellecapital International Ltd.
NEW
Shares2,811
Change+2,811
Value$408.5K
Filed 2026-10-21
Kings Path Partners LLC
INCREASED
Shares2,809 from 2,608
Change+201 (+8%)
Value$408.2K (+$73.0K)
Filed 2026-10-21
Amarillo National Bank
UNCHANGED
Shares2,803 from 2,803
Change0 (0%)
Value$407.3K (+$47.1K)
Filed 2026-10-23
Evanson Financial, LLC
DECREASED
Shares2,802 from 2,997
Change-195 (-7%)
Value$407.2K (+$22.1K)
Filed 2026-10-23
ETF Store, Inc.
DECREASED
Shares2,802 from 2,910
Change-108 (-4%)
Value$407.2K (+$33.3K)
Filed 2026-10-19
Grey Fox Wealth Advisors, LLC
INCREASED
Shares2,800 from 2,585
Change+215 (+8%)
Value$409.3K (+$74.8K)
Filed 2026-11-03
IPG Investment Advisors LLC
INCREASED
Shares2,798 from 2,702
Change+96 (+4%)
Value$408.9K (+$60.2K)
Filed 2026-10-30
Kennedy Investment Group, Inc.
INCREASED
Shares2,794 from 2,782
Change+12 (+0%)
Value$406.0K (+$48.6K)
Filed 2026-10-21
Blue Square Asset Management, LLC
UNCHANGED
Shares2,793 from 2,793
Change0 (0%)
Value$405.9K (+$47.0K)
Filed 2026-11-02
One Way Holdings LLC
DECREASED
Shares2,786 from 2,797
Change-11 (0%)
Value$404.8K (+$45.4K)
Filed 2026-10-29
Fortitude Advisory Group L.L.C.
INCREASED
Shares2,778 from 2,728
Change+50 (+2%)
Value$403.7K (+$53.2K)
Filed 2026-10-15
Hoxton Planning & Management, LLC
DECREASED
Shares2,775 from 2,925
Change-150 (-5%)
Value$403.2K (+$27.4K)
Filed 2026-10-15
Financial Freedom, LLC
INCREASED
Shares2,769 from 2,764
Change+5 (+0%)
Value$402.4K (+$47.2K)
Filed 2026-11-06
Collective Family Office LLC
DECREASED
Shares2,766 from 2,774
Change-8 (0%)
Value$401.9K (+$45.5K)
Filed 2026-10-05
ASL Financial, LLC
UNCHANGED
Shares2,764 from 2,764
Change0 (0%)
Value$401.6K (+$46.5K)
Filed 2026-10-15
Spinnaker Investment Group, LLC
INCREASED
Shares2,755 from 2,671
Change+84 (+3%)
Value$400.3K (+$57.2K)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
INCREASED
Shares2,747 from 2,727
Change+20 (+1%)
Value$399.2K (+$48.7K)
Filed 2026-11-03
Motive Wealth Advisors
INCREASED
Shares2,744 from 2,473
Change+271 (+11%)
Value$398.7K (+$81.0K)
Filed 2026-10-26
Richardson Financial Services Inc.
INCREASED
Shares2,742 from 2,529
Change+213 (+8%)
Value$398.4K (+$73.5K)
Filed 2026-10-30
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares2,742 from 2,806
Change-64 (-2%)
Value$398.5K (+$37.9K)
Filed 2026-10-29
Noble Family Wealth, LLC
UNCHANGED
Shares2,740 from 2,740
Change0 (0%)
Value$398.1K (+$46.1K)
Filed 2026-10-26
Firestone Capital Management
DECREASED
Shares2,732 from 2,760
Change-28 (-1%)
Value$397.0K (+$42.3K)
Filed 2026-11-03
Wealth Group, Ltd.
DECREASED
Shares2,725 from 10,970
Change-8,245 (-75%)
Value$396 (-$1.4M)
Filed 2026-10-30
Aspire Private Capital, LLC
DECREASED
Shares2,725 from 2,819
Change-94 (-3%)
Value$395.9K (+$33.7K)
Filed 2026-11-05
TrinityBridge Ltd
DECREASED
Shares2,724 from 3,474
Change-750 (-22%)
Value$396 (-$445.6K)
Filed 2026-10-30
Triumph Capital Management
INCREASED
Shares2,716 from 2,699
Change+17 (+1%)
Value$394.6K (+$47.7K)
Filed 2026-10-14
Legacy Financial Group, Inc.
INCREASED
Shares2,715 from 2,283
Change+432 (+19%)
Value$394.5K (+$101.2K)
Filed 2026-10-21
Flagship Capital Management Inc.
INCREASED
Shares2,712 from 2,697
Change+15 (+1%)
Value$394.1K (+$47.5K)
Filed 2026-10-20
Jm2 Capital Inc.
INCREASED
Shares2,709 from 2,706
Change+3 (+0%)
Value$393.7K (+$46.0K)
Filed 2026-10-14
Ddfg, Inc
INCREASED
Shares2,706 from 1,950
Change+756 (+39%)
Value$393.2K (+$142.6K)
Filed 2026-10-15
Mattern Capital Management, LLC
UNCHANGED
Shares2,706 from 2,706
Change0 (0%)
Value$393.2K (+$45.5K)
Filed 2026-11-02
Salomon & Ludwin, LLC
DECREASED
Shares2,703 from 2,954
Change-251 (-8%)
Value$392.8K (+$22.4K)
Filed 2026-10-29
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares2,703 from 2,703
Change0 (0%)
Value$393 (-$346.6K)
Filed 2026-10-26
Quantum Private Wealth, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$392.3K (+$45.4K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
DECREASED
Shares2,696 from 2,732
Change-36 (-1%)
Value$391.8K (+$40.8K)
Filed 2026-11-03
First United Bank & Trust
DECREASED
Shares2,694 from 2,744
Change-50 (-2%)
Value$391.5K (+$38.9K)
Filed 2026-10-22
TBH Global Asset Management, LLC
DECREASED
Shares2,693 from 2,984
Change-291 (-10%)
Value$391.3K (+$7.8K)
Filed 2026-11-03
Gibson Capital, LLC
DECREASED
Shares2,693 from 2,713
Change-20 (-1%)
Value$391.3K (+$42.7K)
Filed 2026-10-23
Family Wealth Partners, LLC
INCREASED
Shares2,690 from 2,340
Change+350 (+15%)
Value$390.9K (+$90.2K)
Filed 2026-10-20
Princeton Capital Management LLC
INCREASED
Shares2,685 from 2,684
Change+1 (+0%)
Value$390.1K (+$45.2K)
Filed 2026-10-27
Braun-Bostich & Associates Inc.
DECREASED
Shares2,684 from 2,891
Change-207 (-7%)
Value$390.0K (+$18.5K)
Filed 2026-10-20
Detalus Advisors, LLC
DECREASED
Shares2,669 from 2,708
Change-39 (-1%)
Value$387.8K (+$39.9K)
Filed 2026-10-15
Tanager Wealth Management LLP
NEW
Shares2,668
Change+2,668
Value$387.9K
Filed 2026-10-19
Kingsman Wealth Management, Inc.
INCREASED
Shares2,662 from 1,658
Change+1,004 (+61%)
Value$386.9K (+$173.8K)
Filed 2026-10-13
Invera Wealth Advisors, LLC
DECREASED
Shares2,661 from 2,879
Change-218 (-8%)
Value$386.7K (+$16.7K)
Filed 2026-10-28
Private Client Services, LLC
DECREASED
Shares2,660 from 2,704
Change-44 (-2%)
Value$386.5K (+$39.1K)
Filed 2026-10-02
Veery Capital, LLC
DECREASED
Shares2,654 from 2,664
Change-10 (0%)
Value$385.7K (+$43.3K)
Filed 2026-10-07
Waterfront Wealth Inc.
UNCHANGED
Shares2,647 from 2,647
Change0 (0%)
Value$392.1K (+$65.1K)
Filed 2026-11-03
Cooper S Advisors, LLC
INCREASED
Shares2,646 from 2,450
Change+196 (+8%)
Value$384.5K (+$69.7K)
Filed 2026-11-03
Armbruster Capital Management, Inc.
DECREASED
Shares2,640 from 2,670
Change-30 (-1%)
Value$383.6K (+$40.5K)
Filed 2026-10-19
Granville Capital, Inc.
INCREASED
Shares2,637 from 2,458
Change+179 (+7%)
Value$383.2K (+$67.3K)
Filed 2026-11-05
Valley Brook Capital Group, Inc.
UNCHANGED
Shares2,636 from 2,636
Change0 (0%)
Value$383.0K (+$44.3K)
Filed 2026-10-26
Independent Wealth Network Inc.
INCREASED
Shares2,630 from 2,346
Change+284 (+12%)
Value$382.2K (+$80.8K)
Filed 2026-10-19
Argos Wealth Advisors, LLC
UNCHANGED
Shares2,620 from 2,620
Change0 (0%)
Value$380.7K (+$44.0K)
Filed 2026-11-02
Kelly Financial Group LLC
INCREASED
Shares2,612 from 2,609
Change+3 (+0%)
Value$381.8K (+$46.6K)
Filed 2026-10-16
Decker Wealth Management LLC
NEW
Shares2,611
Change+2,611
Value$379.4K
Filed 2026-10-09
Wealth Analytics Partners, LLC
DECREASED
Shares2,609 from 2,627
Change-18 (-1%)
Value$379.1K (+$61.8K)
Filed 2026-10-19
One Plus One Wealth Management, LLC
INCREASED
Shares2,599 from 2,413
Change+186 (+8%)
Value$377.7K (+$67.6K)
Filed 2026-10-16
KFA Private Wealth Group, LLC
DECREASED
Shares2,598 from 2,657
Change-59 (-2%)
Value$377.5K (+$36.0K)
Filed 2026-10-07
Reap Financial Group, LLC
INCREASED
Shares2,597 from 2,341
Change+256 (+11%)
Value$377.3K (+$76.5K)
Filed 2026-11-02
Private Wealth Management Group, LLC
INCREASED
Shares2,590 from 2,491
Change+99 (+4%)
Value$376.4K (+$56.3K)
Filed 2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED
Shares2,577 from 2,577
Change0 (0%)
Value$374.5K (+$43.3K)
Filed 2026-10-15
FWG Investments, Llc.
UNCHANGED
Shares2,572 from 2,572
Change0 (0%)
Value$373.7K (+$43.2K)
Filed 2026-11-03
Ayrshire Capital Management LLC
INCREASED
Shares2,567 from 1,719
Change+848 (+49%)
Value$373.0K (+$152.1K)
Filed 2026-10-20
Piscataqua Savings Bank
DECREASED
Shares2,564 from 2,631
Change-67 (-3%)
Value$372.6K (+$34.5K)
Filed 2026-10-21
Triune Financial Partners, LLC
INCREASED
Shares2,554 from 2,526
Change+28 (+1%)
Value$371.2K (+$46.5K)
Filed 2026-11-03
Owl Creek Wealth Partners LLC
DECREASED
Shares2,550 from 2,726
Change-176 (-6%)
Value$370.5K (+$20.3K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
UNCHANGED
Shares2,546 from 2,546
Change0 (0%)
Value$370.0K (+$42.8K)
Filed 2026-11-05
Forte Asset Management LLC
UNCHANGED
Shares2,545 from 2,545
Change0 (0%)
Value$372.0K (+$42.8K)
Filed 2026-10-13
Sonata Capital Group Inc
INCREASED
Shares2,541 from 2,539
Change+2 (+0%)
Value$369.2K (+$43.0K)
Filed 2026-10-19
Guardian Partners Inc.
UNCHANGED
Shares2,532 from 2,532
Change0 (0%)
Value$367.9K (+$42.6K)
Filed 2026-10-21
Central Valley Advisors, LLC
DECREASED
Shares2,528 from 2,648
Change-120 (-5%)
Value$367.4K (+$27.1K)
Filed 2026-10-27
Atwater Malick LLC
UNCHANGED
Shares2,527 from 2,527
Change0 (0%)
Value$367.2K (+$42.5K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
DECREASED
Shares2,523 from 3,379
Change-856 (-25%)
Value$366.6K (-$67.6K)
Filed 2026-10-22
Wiregrass Investment Management LLC
DECREASED
Shares2,523 from 2,559
Change-36 (-1%)
Value$366.6K (+$37.7K)
Filed 2026-11-05
Markowski Investments
DECREASED
Shares2,522 from 2,585
Change-63 (-2%)
Value$366.5K (+$34.3K)
Filed 2026-10-30
Reik & Co., LLC
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$366.5K (+$42.4K)
Filed 2026-10-27
Heritage Family Offices, LLP
INCREASED
Shares2,515 from 2,167
Change+348 (+16%)
Value$365.5K (+$87.0K)
Filed 2026-11-02
MFG Investments, LLC
NEW
Shares2,503
Change+2,503
Value$363.7K
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares2,503 from 1,008
Change+1,495 (+148%)
Value$363.8K (+$234.3K)
Filed 2026-10-29
Corecam AG
DECREASED
Shares2,500 from 3,125
Change-625 (-20%)
Value$363.3K (-$38.3K)
Filed 2026-10-29
Independent Investors Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$363.3K (+$42.0K)
Filed 2026-10-30
Able Wealth Management LLC
DECREASED
Shares2,482 from 2,577
Change-95 (-4%)
Value$346.3K (+$65.6K)
Filed 2026-10-13
WealthPoint Financial, LLC
DECREASED
Shares2,469 from 2,700
Change-231 (-9%)
Value$358.7K (+$11.7K)
Filed 2026-11-03
Academy Capital Management
UNCHANGED
Shares2,469 from 2,469
Change0 (0%)
Value$358.8K (+$41.5K)
Filed 2026-11-05
Aletheian Wealth Advisors LLC
INCREASED
Shares2,465 from 2,428
Change+37 (+2%)
Value$358.2K (+$46.2K)
Filed 2026-10-08
Asset Planning,Inc
INCREASED
Shares2,465 from 2,452
Change+13 (+1%)
Value$358.2K (+$43.1K)
Filed 2026-10-26
Renasant Bank
DECREASED
Shares2,462 from 3,712
Change-1,250 (-34%)
Value$357.8K (-$119.2K)
Filed 2026-11-05
Cogent Private Wealth, Inc.
INCREASED
Shares2,451 from 2,333
Change+118 (+5%)
Value$356.2K (+$56.4K)
Filed 2026-11-06
Haven Private, LLC
DECREASED
Shares2,441 from 2,444
Change-3 (0%)
Value$354.7K (+$40.6K)
Filed 2026-10-27
Peachtree Investment Partners, LLC
INCREASED
Shares2,433 from 2,255
Change+178 (+8%)
Value$353.5K (+$63.7K)
Filed 2026-11-05
Avid Wealth Partners LLC
INCREASED
Shares2,427 from 2,352
Change+75 (+3%)
Value$352.8K (+$50.4K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares2,426 from 2,305
Change+121 (+5%)
Value$352.5K (+$56.2K)
Filed 2026-10-26
Centerpoint Advisory Group
INCREASED
Shares2,421 from 2,331
Change+90 (+4%)
Value$351.8K (+$52.3K)
Filed 2026-10-23
Leslie Global Wealth, LLC
DECREASED
Shares2,421 from 2,427
Change-6 (0%)
Value$351.8K (+$39.9K)
Filed 2026-10-26
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares2,407 from 2,407
Change0 (0%)
Value$349.8K (+$40.5K)
Filed 2026-10-16
CWS Financial Advisors, LLC
DECREASED
Shares2,403 from 2,472
Change-69 (-3%)
Value$349.2K (+$31.6K)
Filed 2026-10-16
Investment Research & Advisory Group, Inc.
DECREASED
Shares2,398 from 2,399
Change-1 (0%)
Value$365.4K (+$50.2K)
Filed 2026-10-19
Centennial Wealth Advisory LLC
INCREASED
Shares2,396 from 1,798
Change+598 (+33%)
Value$348.2K (+$117.2K)
Filed 2026-10-16
Santori & Peters, Inc.
DECREASED
Shares2,389 from 2,408
Change-19 (-1%)
Value$347.1K (+$37.8K)
Filed 2026-10-26
Oarsman Capital, Inc.
INCREASED
Shares2,385 from 2,279
Change+106 (+5%)
Value$346.6K (+$53.7K)
Filed 2026-11-05
Charter Capital Management, Llc\de
INCREASED
Shares2,375 from 2,374
Change+1 (+0%)
Value$345.2K (+$40.2K)
Filed 2026-10-28
Holland Advisory Services, Inc.
INCREASED
Shares2,372 from 2,360
Change+12 (+1%)
Value$344.7K (+$41.4K)
Filed 2026-10-26
Lantern Wealth Advisors, LLC
DECREASED
Shares2,365 from 2,413
Change-48 (-2%)
Value$343.6K (+$33.5K)
Filed 2026-10-22
Sterling Wealth Management, Inc.
UNCHANGED
Shares2,364 from 2,364
Change0 (0%)
Value$343.5K (+$39.7K)
Filed 2026-10-23
Chickasaw Capital Management LLC
UNCHANGED
Shares2,363 from 2,363
Change0 (0%)
Value$343.4K (+$343.1K)
Filed 2026-10-08
North Forty Two & Co.
UNCHANGED
Shares2,362 from 2,362
Change0 (0%)
Value$343.2K (+$39.7K)
Filed 2026-10-19
Hobart Private Capital, LLC
DECREASED
Shares2,360 from 2,378
Change-18 (-1%)
Value$343.0K (+$37.5K)
Filed 2026-10-19
Titleist Asset Management, LLC
INCREASED
Shares2,353 from 2,186
Change+167 (+8%)
Value$341.8K (+$61.0K)
Filed 2026-10-08
River Street Advisors LLC
DECREASED
Shares2,349 from 2,923
Change-574 (-20%)
Value$341.3K (-$34.3K)
Filed 2026-10-22
Cypress Point Wealth Management, LLC
INCREASED
Shares2,346 from 2,343
Change+3 (+0%)
Value$340.9K (+$39.8K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares2,343 from 2,343
Change0 (0%)
Value$340.5K (+$39.4K)
Filed 2026-10-26
Invested Advisors
INCREASED
Shares2,333 from 2,080
Change+253 (+12%)
Value$339.0K (+$71.7K)
Filed 2026-10-23
Integrated Wealth Management
UNCHANGED
Shares2,322 from 2,322
Change0 (0%)
Value$337.4K (+$39.1K)
Filed 2026-10-19
Brooklyn FI, LLC
NEW
Shares2,304
Change+2,304
Value$346.4K
Filed 2026-11-05
Latitude Advisors, LLC
INCREASED
Shares2,304 from 2,203
Change+101 (+5%)
Value$334.8K (+$51.8K)
Filed 2026-10-27
Lexington Hill Partners, LLC
DECREASED
Shares2,303 from 2,328
Change-25 (-1%)
Value$334.7K (+$35.6K)
Filed 2026-10-13
Endeavor Private Wealth, Inc.
INCREASED
Shares2,300 from 1,999
Change+301 (+15%)
Value$336.3K (+$77.8K)
Filed 2026-11-05
Alessandra Capital Management, LLC
DECREASED
Shares2,290 from 2,410
Change-120 (-5%)
Value$332.8K (+$23.1K)
Filed 2026-10-30
AA Financial Advisors, LLC
INCREASED
Shares2,287 from 1,630
Change+657 (+40%)
Value$332.3K (+$122.9K)
Filed 2026-10-19
Tarbox Family Office, Inc.
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$332.1K (+$38.4K)
Filed 2026-10-23
Kuhn & Co Investment Counsel
INCREASED
Shares2,279 from 2,237
Change+42 (+2%)
Value$331.2K (+$43.7K)
Filed 2026-10-29
Birchbrook, Inc.
DECREASED
Shares2,278 from 2,450
Change-172 (-7%)
Value$331.0K (+$16.2K)
Filed 2026-10-14
DLK Investment Management, LLC
INCREASED
Shares2,277 from 2,183
Change+94 (+4%)
Value$330.9K (+$60.6K)
Filed 2026-10-09
AMG Asset Management Group, Inc.
INCREASED
Shares2,256 from 2,201
Change+55 (+3%)
Value$327.8K (+$44.9K)
Filed 2026-10-21
Amplius Wealth Advisors, LLC
INCREASED
Shares2,254 from 2,153
Change+101 (+5%)
Value$327.5K (+$50.9K)
Filed 2026-10-20
Southern Financial Group, LLC
DECREASED
Shares2,253 from 2,560
Change-307 (-12%)
Value$327.4K (-$1.6K)
Filed 2026-10-30
Coyle Financial Counsel LLC
INCREASED
Shares2,252 from 2,028
Change+224 (+11%)
Value$327.2K (+$66.6K)
Filed 2026-10-28
Wallington Asset Management, LLC
UNCHANGED
Shares2,247 from 2,247
Change0 (0%)
Value$326.5K (+$37.8K)
Filed 2026-11-04
Redwood Park Advisors LLC
INCREASED
Shares2,243 from 2,110
Change+133 (+6%)
Value$326.0K (+$54.8K)
Filed 2026-11-02
Tamar Securities, LLC
DECREASED
Shares2,237 from 2,966
Change-729 (-25%)
Value$325.1K (-$56.0K)
Filed 2026-11-03
Quad-Cities Investment Group, LLC
DECREASED
Shares2,234 from 2,495
Change-261 (-10%)
Value$324.6K (+$4.1K)
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED
Shares2,233 from 2,249
Change-16 (-1%)
Value$324.6K (+$35.6K)
Filed 2026-11-03
Skyline Advisors, Inc.
UNCHANGED
Shares2,233 from 2,233
Change0 (0%)
Value$324.5K (+$37.6K)
Filed 2026-11-03
Bluesphere Advisors LLC
INCREASED
Shares2,232 from 1,990
Change+242 (+12%)
Value$324.4K (+$68.7K)
Filed 2026-10-19
Grant Private Wealth Management Inc
DECREASED
Shares2,229 from 2,355
Change-126 (-5%)
Value$323.9K (+$21.3K)
Filed 2026-10-19
Triton Wealth Management, Pllc
DECREASED
Shares2,228 from 2,542
Change-314 (-12%)
Value$323.6K (+$3.4K)
Filed 2026-11-04
Prospect Financial Group LLC
DECREASED
Shares2,219 from 2,699
Change-480 (-18%)
Value$322.4K (-$24.4K)
Filed 2026-11-05
Master's Wealth Management Inc.
INCREASED
Shares2,219 from 2,207
Change+12 (+1%)
Value$322.4K (+$38.8K)
Filed 2026-10-22
Whitegate Investment Counselors, Inc.
INCREASED
Shares2,217 from 2,202
Change+15 (+1%)
Value$322.1K (+$39.2K)
Filed 2026-11-02
Burford Brothers, Inc.
INCREASED
Shares2,214 from 2,161
Change+53 (+2%)
Value$321.7K (+$44.0K)
Filed 2026-10-21
New England Capital Financial Advisors LLC
INCREASED
Shares2,213 from 2,193
Change+20 (+1%)
Value$321.6K (+$39.8K)
Filed 2026-11-03
Warm Springs Advisors Inc.
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$321.1K (+$37.2K)
Filed 2026-10-28
Community Bank of Raymore
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$320.4K (+$37.1K)
Filed 2026-10-23
TSA Wealth Managment LLC
UNCHANGED
Shares2,198 from 2,198
Change0 (0%)
Value$319.4K (+$36.9K)
Filed 2026-10-22
Taylor Securities Services, Inc.
INCREASED
Shares2,195 from 2,193
Change+2 (+0%)
Value$318.9K (+$37.1K)
Filed 2026-10-20
Elevation Wealth Partners, LLC
DECREASED
Shares2,192 from 2,212
Change-20 (-1%)
Value$318.5K (+$34.3K)
Filed 2026-10-07
Stirlingshire Investments, Inc.
DECREASED
Shares2,181 from 2,923
Change-742 (-25%)
Value$318.8K (-$59.0K)
Filed 2026-11-05
JAG Capital Management, LLC
UNCHANGED
Shares2,181 from 2,181
Change0 (0%)
Value$316.9K (+$36.7K)
Filed 2026-11-06
Code Waechter LLC
INCREASED
Shares2,179 from 2,108
Change+71 (+3%)
Value$316.6K (+$45.7K)
Filed 2026-10-23
Harbour Trust & Investment Management Co
DECREASED
Shares2,171 from 2,192
Change-21 (-1%)
Value$315.5K (+$33.8K)
Filed 2026-10-28
Blue Capital, Inc.
UNCHANGED
Shares2,171 from 2,171
Change0 (0%)
Value$315.5K (+$36.5K)
Filed 2026-10-13
First National Bank Sioux Falls
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$315.3K (+$64.8K)
Filed 2026-10-13
Delta Wealth Advisors LLC
UNCHANGED
Shares2,169 from 2,169
Change0 (0%)
Value$315.2K (+$36.5K)
Filed 2026-10-09
Integral Investment Advisors, Inc.
UNCHANGED
Shares2,159 from 2,159
Change0 (0%)
Value$313.7K (+$36.3K)
Filed 2026-11-03
Southland Equity Partners LLC
INCREASED
Shares2,157 from 2,154
Change+3 (+0%)
Value$313.5K (+$36.7K)
Filed 2026-10-14
Armor Investment Advisors, LLC
INCREASED
Shares2,150 from 2,050
Change+100 (+5%)
Value$312.4K (+$48.9K)
Filed 2026-10-27
Client 1ST Advisory Group, LLC
DECREASED
Shares2,146 from 2,189
Change-43 (-2%)
Value$311.8K (+$30.5K)
Filed 2026-10-19
Bayban
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$274.9K ($0)
Filed 2026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares2,137 from 1,965
Change+172 (+9%)
Value$310.5K (+$58.0K)
Filed 2026-10-28
SJS Investment Consulting Inc.
INCREASED
Shares2,134 from 1,992
Change+142 (+7%)
Value$310.1K (+$54.1K)
Filed 2026-10-26
Cherrydale Wealth Management, LLC
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$310.0K (+$35.9K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
DECREASED
Shares2,133 from 2,963
Change-830 (-28%)
Value$316.4K (-$69.4K)
Filed 2026-11-05
Leeward Financial Partners, LLC
UNCHANGED
Shares2,131 from 2,131
Change0 (0%)
Value$309.7K (+$35.8K)
Filed 2026-10-23
Shakespeare Wealth Management, LLC
DECREASED
Shares2,128 from 3,236
Change-1,108 (-34%)
Value$309.3K (-$106.6K)
Filed 2026-10-28
Baker Boyer National Bank
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$308.8K (+$35.7K)
Filed 2026-11-05
Vilga Financial Planning LLC
INCREASED
Shares2,120 from 2,091
Change+29 (+1%)
Value$308.1K (+$39.4K)
Filed 2026-10-09
Avion Wealth
INCREASED
Shares2,116 from 2,071
Change+45 (+2%)
Value$307 (-$265.7K)
Filed 2026-11-04
Montis Financial, LLC
INCREASED
Shares2,113 from 1,984
Change+129 (+7%)
Value$307.1K (+$52.1K)
Filed 2026-11-04
Stone Loft Wealth Management LLC
UNCHANGED
Shares2,109 from 2,109
Change0 (0%)
Value$306.5K (+$45.8K)
Filed 2026-11-03
Accelerate Investment Advisors LLC
DECREASED
Shares2,100 from 2,236
Change-136 (-6%)
Value$305.2K (+$17.9K)
Filed 2026-11-02
West Wealth Group, LLC
INCREASED
Shares2,097 from 1,633
Change+464 (+28%)
Value$304.6K (+$94.8K)
Filed 2026-10-14
Hudson Capital Management LLC
DECREASED
Shares2,096 from 2,196
Change-100 (-5%)
Value$304.5K (+$22.4K)
Filed 2026-10-20
Reliant Investment Management, LLC
DECREASED
Shares2,088 from 2,089
Change-1 (0%)
Value$303.4K (+$35.0K)
Filed 2026-10-14
Brighton Securities Corp.
DECREASED
Shares2,085 from 2,102
Change-17 (-1%)
Value$303.0K (+$32.9K)
Filed 2026-10-08
Gerber, LLC
UNCHANGED
Shares2,082 from 2,082
Change0 (0%)
Value$302.6K (+$35.1K)
Filed 2026-10-21
Purus Wealth Management, LLC
INCREASED
Shares2,081 from 2,070
Change+11 (+1%)
Value$302.4K (+$36.4K)
Filed 2026-10-15
Delta Capital Management LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$302 (+$35)
Filed 2026-10-16
Petros Family Wealth, LLC
INCREASED
Shares2,076 from 2,025
Change+51 (+3%)
Value$301.6K (+$41.4K)
Filed 2026-10-28
Fagan Associates, Inc.
UNCHANGED
Shares2,075 from 2,075
Change0 (0%)
Value$301.5K (+$34.9K)
Filed 2026-10-13
Investment Management Trust, LLC
INCREASED
Shares2,071 from 2,058
Change+13 (+1%)
Value$300.9K (+$36.5K)
Filed 2026-11-05
Eclectic Associates Inc
NEW
Shares2,068
Change+2,068
Value$300.6K
Filed 2026-10-09
Eagle Wealth Advisors LLC
INCREASED
Shares2,065 from 1,957
Change+108 (+6%)
Value$301.8K (+$48.7K)
Filed 2026-10-20
Elser Financial Planning, Inc
INCREASED
Shares2,064 from 1,998
Change+66 (+3%)
Value$299.9K (+$43.2K)
Filed 2026-10-16
Center For Asset Management LLC
NEW
Shares2,061
Change+2,061
Value$299.5K
Filed 2026-10-16
GSG Advisors LLC
INCREASED
Shares2,061 from 1,904
Change+157 (+8%)
Value$299.5K (+$54.8K)
Filed 2026-11-03
Capital Investment Counsel, LLC
INCREASED
Shares2,057 from 2,041
Change+16 (+1%)
Value$298.9K (+$36.6K)
Filed 2026-10-14
Miramontes Capital, LLC
UNCHANGED
Shares2,051 from 2,051
Change0 (0%)
Value$298.0K (+$34.5K)
Filed 2026-10-19
Members Wealth LLC
INCREASED
Shares2,050 from 1,978
Change+72 (+4%)
Value$292.7K (+$38.5K)
Filed 2026-10-20
KFG Wealth Management, LLC
INCREASED
Shares2,050 from 2,046
Change+4 (+0%)
Value$297.9K (+$35.0K)
Filed 2026-10-16
Index Fund Advisors, Inc.
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$297.9K (+$34.5K)
Filed 2026-11-05
GGM Financial LLC
INCREASED
Shares2,047 from 1,615
Change+432 (+27%)
Value$297.4K (+$90.0K)
Filed 2026-11-05
Arta Finance Wealth Management LLC
INCREASED
Shares2,044 from 1,989
Change+55 (+3%)
Value$297.0K (+$41.4K)
Filed 2026-10-28
Alchemi Wealth, LLC
DECREASED
Shares2,043 from 2,111
Change-68 (-3%)
Value$297.1K (+$25.6K)
Filed 2026-11-04
Seed Wealth Management, Inc.
UNCHANGED
Shares2,041 from 2,041
Change0 (0%)
Value$296.6K (+$34.3K)
Filed 2026-10-20
Optima Capital LLC
INCREASED
Shares2,035 from 2,017
Change+18 (+1%)
Value$296.5K (+$36.6K)
Filed 2026-10-29
Toth Financial Advisory Corp
INCREASED
Shares2,034 from 539
Change+1,495 (+277%)
Value$295.6K (+$226.3K)
Filed 2026-10-08
Creekside Partners
INCREASED
Shares2,031 from 2,029
Change+2 (+0%)
Value$295.1K (+$34.3K)
Filed 2026-11-04
AUA Capital Management, LLC
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$295.0K (+$34.1K)
Filed 2026-10-15
Pacific Center for Financial Services
UNCHANGED
Shares2,026 from 2,026
Change0 (0%)
Value$294.4K (+$34.1K)
Filed 2026-10-15
Retirement Investment Advisors, Inc.
UNCHANGED
Shares2,023 from 2,023
Change0 (0%)
Value$294.0K (+$43.0K)
Filed 2026-10-22
Phillips Financial Management, LLC
INCREASED
Shares2,016 from 1,943
Change+73 (+4%)
Value$292.9K (+$43.3K)
Filed 2026-10-19
Coquina Private Wealth LLC
DECREASED
Shares2,010 from 2,375
Change-365 (-15%)
Value$292.1K (-$13.0K)
Filed 2026-10-27
Selective Wealth Management, Inc.
INCREASED
Shares2,009 from 1,779
Change+230 (+13%)
Value$291.7K (+$64.8K)
Filed 2026-10-16
Guardian Capital, LLC
DECREASED
Shares2,005 from 2,360
Change-355 (-15%)
Value$291.4K (-$11.8K)
Filed 2026-11-06
Gordian Advisors LLC
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$291.4K (+$33.7K)
Filed 2026-10-30
United Bank
INCREASED
Shares2,004 from 1,927
Change+77 (+4%)
Value$291.2K (+$43.6K)
Filed 2026-11-06
Churchill Financial Advisors, LLC
NEW
Shares2,000
Change+2,000
Value$290.6K
Filed 2026-10-20
Prairiewood Capital, LLC
DECREASED
Shares2,000 from 2,023
Change-23 (-1%)
Value$290.6K (+$30.7K)
Filed 2026-10-16
Kaizen Financial Strategies
DECREASED
Shares2,000 from 2,010
Change-10 (0%)
Value$290.6K (+$38.7K)
Filed 2026-10-09
Partnership Wealth Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$290.6K (+$33.6K)
Filed 2026-10-05
Veracity Capital LLC
NEW
Shares1,999
Change+1,999
Value$290.5K
Filed 2026-10-08
Compass Financial Group, Inc
UNCHANGED
Shares1,994 from 1,994
Change0 (0%)
Value$289.8K (+$33.5K)
Filed 2026-10-13
Drum Hill Capital, LLC
NEW
Shares1,987
Change+1,987
Value$288.7K
Filed 2026-10-20
Capital Investment Counsel, Inc
INCREASED
Shares1,976 from 1,816
Change+160 (+9%)
Value$287.2K (+$53.9K)
Filed 2026-10-20
First Community Trust NA
INCREASED
Shares1,975 from 1,575
Change+400 (+25%)
Value$287.0K (+$84.6K)
Filed 2026-10-07
Yoder Wealth Management, Inc.
INCREASED
Shares1,969 from 1,961
Change+8 (+0%)
Value$286.1K (+$34.1K)
Filed 2026-10-13
Torrey Growth & Income Advisors
NEW
Shares1,968
Change+1,968
Value$290.2K
Filed 2026-11-04
Northbridge Financial Group, LLC
DECREASED
Shares1,967 from 2,376
Change-409 (-17%)
Value$279.2K (-$26.1K)
Filed 2026-11-05
Hoge Financial Services, LLC
INCREASED
Shares1,963 from 1,865
Change+98 (+5%)
Value$285.3K (+$45.7K)
Filed 2026-11-05
Coerente Capital Management
UNCHANGED
Shares1,958 from 1,958
Change0 (0%)
Value$284.5K (+$32.9K)
Filed 2026-10-29
DSG Capital Advisors, LLC
UNCHANGED
Shares1,958 from 1,958
Change0 (0%)
Value$284.5K (+$48.0K)
Filed 2026-11-05
Englebert Financial Advisers, LLC
DECREASED
Shares1,957 from 2,373
Change-416 (-18%)
Value$284.4K (-$20.5K)
Filed 2026-10-20
MPS Loria Financial Planners, LLC
INCREASED
Shares1,956 from 1,947
Change+9 (+0%)
Value$284.3K (+$34.0K)
Filed 2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares1,947 from 1,947
Change0 (0%)
Value$282.9K (+$32.7K)
Filed 2026-10-27
C2c Wealth Management, LLC
DECREASED
Shares1,946 from 1,981
Change-35 (-2%)
Value$282.8K (+$28.2K)
Filed 2026-10-20
Pennsylvania Capital Management Inc
UNCHANGED
Shares1,945 from 1,945
Change0 (0%)
Value$282.6K (+$32.7K)
Filed 2026-11-05
Emergent Wealth Advisors, LLC
INCREASED
Shares1,944 from 1,506
Change+438 (+29%)
Value$282.5K (+$73.9K)
Filed 2026-10-09
Acorn Creek Capital LLC
INCREASED
Shares1,926 from 1,895
Change+31 (+2%)
Value$279.9K (+$36.4K)
Filed 2026-11-05
JBR Co Financial Management Inc
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$241.3K (-$6.0K)
Filed 2026-10-13
GenTrust, LLC
INCREASED
Shares1,923 from 1,555
Change+368 (+24%)
Value$281.1K (+$79.9K)
Filed 2026-11-06
N10 Wealth, LLC
INCREASED
Shares1,923 from 1,689
Change+234 (+14%)
Value$279.4K (+$62.4K)
Filed 2026-10-14
Eurizon SLJ Capital Ltd
DECREASED
Shares1,920 from 2,367
Change-447 (-19%)
Value$279.0K (-$25.2K)
Filed 2026-11-06
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares1,916 from 1,901
Change+15 (+1%)
Value$279.6K (+$34.1K)
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares1,915 from 1,709
Change+206 (+12%)
Value$278.3K (+$58.6K)
Filed 2026-10-29
Barings LLC
DECREASED
Shares1,914 from 2,557
Change-643 (-25%)
Value$278.1K (-$50.5K)
Filed 2026-10-22
Serenity Investment Advisors
INCREASED
Shares1,911 from 1,881
Change+30 (+2%)
Value$277.7K (-$2.6K)
Filed 2026-10-30
jvl associates llc
INCREASED
Shares1,910 from 1,609
Change+301 (+19%)
Value$277.5K (+$70.8K)
Filed 2026-10-09
WPG Advisers, LLC
INCREASED
Shares1,907 from 1,782
Change+125 (+7%)
Value$277.1K (+$48.1K)
Filed 2026-10-27
Wiser Wealth Management, Inc
NEW
Shares1,896
Change+1,896
Value$275.5K
Filed 2026-10-14
NovaPoint Capital, LLC
UNCHANGED
Shares1,892 from 1,892
Change0 (0%)
Value$275.0K (+$31.8K)
Filed 2026-10-22
SFI Advisors, LLC
UNCHANGED
Shares1,892 from 1,892
Change0 (0%)
Value$274.9K (+$31.8K)
Filed 2026-10-30
Summit Place Financial Advisors, LLC
DECREASED
Shares1,891 from 1,991
Change-100 (-5%)
Value$274.7K (+$18.9K)
Filed 2026-10-23
Ring Mountain Capital, LLC
NEW
Shares1,887
Change+1,887
Value$274.2K
Filed 2026-10-13
Heritage OAK Wealth Advisors LLC
DECREASED
Shares1,886 from 2,138
Change-252 (-12%)
Value$275.7K (-$833)
Filed 2026-10-14
DecisionMap Wealth Management, LLC
INCREASED
Shares1,884 from 1,664
Change+220 (+13%)
Value$273.8K (+$59.9K)
Filed 2026-10-29
Brown Wealth Management, LLC
INCREASED
Shares1,880 from 1,833
Change+47 (+3%)
Value$273.2K (+$37.6K)
Filed 2026-10-20
Todd Asset Management LLC
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$273.2K (+$31.6K)
Filed 2026-10-27
Marin Bay Wealth Advisors, LLC
DECREASED
Shares1,874 from 1,886
Change-12 (-1%)
Value$272.4K (+$30.0K)
Filed 2026-10-28
Tortuga Wealth Management, Inc
DECREASED
Shares1,870 from 2,757
Change-887 (-32%)
Value$271.8K (-$82.4K)
Filed 2026-10-27
Crane Advisory, LLC
UNCHANGED
Shares1,868 from 1,868
Change0 (0%)
Value$260.7K (+$22.2K)
Filed 2026-10-13
McClarren Financial Advisors, Inc.
INCREASED
Shares1,866 from 1,857
Change+9 (+0%)
Value$271.1K (+$32.5K)
Filed 2026-10-15
Cogent Strategic Wealth LLC
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$271.1K (+$31.4K)
Filed 2026-10-22
Private Advisory Group LLC
INCREASED
Shares1,865 from 1,656
Change+209 (+13%)
Value$271.0K (+$58.2K)
Filed 2026-11-06
Arlington Trust Co LLC
INCREASED
Shares1,863 from 1,750
Change+113 (+6%)
Value$270.7K (+$45.8K)
Filed 2026-10-20
Trust Co of Oklahoma
DECREASED
Shares1,862 from 2,198
Change-336 (-15%)
Value$270.6K (-$11.9K)
Filed 2026-10-15
Iron Financial LLC
INCREASED
Shares1,861 from 1,847
Change+14 (+1%)
Value$270.4K (+$33.0K)
Filed 2026-10-23
Blume Capital Management, Inc.
INCREASED
Shares1,854 from 1,400
Change+454 (+32%)
Value$269.4K (+$89.5K)
Filed 2026-10-26
SL Advisors, LLC
DECREASED
Shares1,853 from 1,992
Change-139 (-7%)
Value$269.3K (+$13.3K)
Filed 2026-10-13
Deltec Asset Management LLC
UNCHANGED
Shares1,851 from 1,851
Change0 (0%)
Value$269.0K (+$31.1K)
Filed 2026-10-26
Stonehearth Capital Management, LLC
DECREASED
Shares1,850 from 1,896
Change-46 (-2%)
Value$268.8K (+$25.1K)
Filed 2026-10-13
Maia Wealth LLC
INCREASED
Shares1,850 from 1,808
Change+42 (+2%)
Value$268.8K (+$36.4K)
Filed 2026-10-19
Carter Financial Group, Inc.
NEW
Shares1,847
Change+1,847
Value$269.9K
Filed 2026-10-21
Armstrong Henry H Associates Inc
UNCHANGED
Shares1,843 from 1,843
Change0 (0%)
Value$267.8K (+$31.0K)
Filed 2026-10-07
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares1,840 from 1,813
Change+27 (+1%)
Value$267.4K (+$34.4K)
Filed 2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,833 from 1,833
Change0 (0%)
Value$266.4K (+$30.8K)
Filed 2026-10-09
RHS Financial, LLC
NEW
Shares1,832
Change+1,832
Value$266.2K
Filed 2026-10-13
Friday Financial
NEW
Shares1,831
Change+1,831
Value$263.3K
Filed 2026-10-09
Monetary Solutions, Ltd
DECREASED
Shares1,827 from 2,049
Change-222 (-11%)
Value$265.5K (+$2.2K)
Filed 2026-10-22
Fox Financial, Inc
NEW
Shares1,826
Change+1,826
Value$265.3K
Filed 2026-10-29
Corundum Trust Company, Inc
UNCHANGED
Shares1,824 from 1,824
Change0 (0%)
Value$265.0K (+$30.7K)
Filed 2026-10-29
Nolet Wealth Management, LLC
UNCHANGED
Shares1,822 from 1,822
Change0 (0%)
Value$264.8K (+$30.6K)
Filed 2026-10-15
PUREfi Wealth, LLC
NEW
Shares1,814
Change+1,814
Value$263.6K
Filed 2026-10-19
Pinnacle Financial Group, LLC / IL
NEW
Shares1,812
Change+1,812
Value$263.4K
Filed 2026-10-29
Tenet Wealth Partners, LLC
INCREASED
Shares1,810 from 1,750
Change+60 (+3%)
Value$263.0K (+$34.2K)
Filed 2026-10-19
Cabot Wealth Management Inc
DECREASED
Shares1,808 from 2,250
Change-442 (-20%)
Value$262.7K (-$26.4K)
Filed 2026-11-05
Total Investment Management Inc
DECREASED
Shares1,807 from 1,855
Change-48 (-3%)
Value$262.6K (+$21.1K)
Filed 2026-10-22
Lord & Richards Wealth Management, LLC
NEW
Shares1,804
Change+1,804
Value$262.1K
Filed 2026-10-14
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares1,803 from 1,803
Change0 (0%)
Value$262.0K (+$30.3K)
Filed 2026-10-22
Dutch Asset Corp
NEW
Shares1,800
Change+1,800
Value$261.6K
Filed 2026-10-20
Gouws Capital LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$261.6K (+$30.3K)
Filed 2026-10-09
Nottingham Advisors, Inc.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$257.0K (+$25.7K)
Filed 2026-10-29
Pettinga Financial Advisors LLC
NEW
Shares1,788
Change+1,788
Value$259.8K
Filed 2026-10-13
Advisory Solutions Group, LLC
INCREASED
Shares1,784 from 1,626
Change+158 (+10%)
Value$259.2K (+$50.2K)
Filed 2026-10-14
Flywheel Private Wealth LLC
INCREASED
Shares1,784 from 1,783
Change+1 (+0%)
Value$259.2K (+$30.0K)
Filed 2026-11-02
Oliver Luxxe Assets LLC
INCREASED
Shares1,782 from 1,681
Change+101 (+6%)
Value$259.0K (+$43.0K)
Filed 2026-10-14
R. W. Roge & Company, Inc.
INCREASED
Shares1,781 from 1,775
Change+6 (+0%)
Value$259 (-$227.7K)
Filed 2026-11-04
Wealth Management Nebraska
NEW
Shares1,773
Change+1,773
Value$257.7K
Filed 2026-10-26
Fiscal Wisdom Wealth Management, LLC
NEW
Shares1,759
Change+1,759
Value$255.6K
Filed 2026-10-16
AAF Wealth Management, LLC
NEW
Shares1,756
Change+1,756
Value$255.2K
Filed 2026-10-28
Clearwave Capital, LLC
INCREASED
Shares1,755 from 1,713
Change+42 (+2%)
Value$255.0K (+$34.9K)
Filed 2026-10-27
Berkshire Money Management, Inc.
NEW
Shares1,751
Change+1,751
Value$254.4K
Filed 2026-10-21
Hidden Cove Wealth Management, LLC
INCREASED
Shares1,743 from 1,726
Change+17 (+1%)
Value$253.3K (+$31.5K)
Filed 2026-10-19
BAM Wealth Management, LLC
DECREASED
Shares1,741 from 2,194
Change-453 (-21%)
Value$253.0K (-$28.9K)
Filed 2026-10-15
Capital Squared Financial LLC
NEW
Shares1,739
Change+1,739
Value$252.8K
Filed 2026-10-30
RBA Wealth Management, LLC
NEW
Shares1,735
Change+1,735
Value$252.1K
Filed 2026-10-28
Richard C. Young & Co., Ltd.
INCREASED
Shares1,735 from 1,732
Change+3 (+0%)
Value$252.2K (+$29.7K)
Filed 2026-11-04
Harrington Investments, Inc
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$250.4K (+$29.0K)
Filed 2026-10-14
RAM Investment Partners, LLC
INCREASED
Shares1,720 from 1,640
Change+80 (+5%)
Value$249.9K (+$39.2K)
Filed 2026-10-21
Wealth Management Partners, LLC
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$249.9K (+$28.9K)
Filed 2026-10-21
PMG Family Office LLC
INCREASED
Shares1,712 from 1,677
Change+35 (+2%)
Value$250.2K (+$33.3K)
Filed 2026-10-19
Stone House Investment Management, LLC
INCREASED
Shares1,707 from 1,638
Change+69 (+4%)
Value$248.1K (+$37.6K)
Filed 2026-10-23
Greenup Street Wealth Management LLC
DECREASED
Shares1,706 from 2,768
Change-1,062 (-38%)
Value$247.9K (-$107.8K)
Filed 2026-10-28
Warburton Capital Management, LLC
INCREASED
Shares1,703 from 1,611
Change+92 (+6%)
Value$246.4K (+$39.4K)
Filed 2026-11-06
Wedgewood Investors Inc
UNCHANGED
Shares1,701 from 1,701
Change0 (0%)
Value$247.2K (+$28.6K)
Filed 2026-10-28
Penbrook Management LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$247.0K (+$28.6K)
Filed 2026-10-16
Financial Futures Ltd Liability Co.
NEW
Shares1,699
Change+1,699
Value$246.9K
Filed 2026-10-13
Greenwood Gearhart LLC
DECREASED
Shares1,698 from 1,909
Change-211 (-11%)
Value$246.8K (+$1.4K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
DECREASED
Shares1,695 from 2,351
Change-656 (-28%)
Value$246.4K (-$55.7K)
Filed 2026-11-04
tru Independence LLC
DECREASED
Shares1,692 from 1,829
Change-137 (-7%)
Value$245.9K (+$10.9K)
Filed 2026-10-20
CPA Asset Management Group, LLC
DECREASED
Shares1,689 from 3,048
Change-1,359 (-45%)
Value$245.4K (-$146.2K)
Filed 2026-10-26
ERn Financial, LLC
INCREASED
Shares1,685 from 1,577
Change+108 (+7%)
Value$244.8K (+$42.2K)
Filed 2026-10-28
Shelton Wealth Management, LLC
NEW
Shares1,679
Change+1,679
Value$244.0K
Filed 2026-10-16
Obsidian CIO, LLC
INCREASED
Shares1,678 from 1,376
Change+302 (+22%)
Value$243.9K (+$67.0K)
Filed 2026-11-05
Highland Financial Advisors, LLC
NEW
Shares1,676
Change+1,676
Value$243.6K
Filed 2026-10-19
Livelsberger Financial Advisory
NEW
Shares1,673
Change+1,673
Value$243.1K
Filed 2026-10-28
Global Assets Advisory, LLC
DECREASED
Shares1,672 from 1,772
Change-100 (-6%)
Value$234.2K (+$10.9K)
Filed 2026-10-28
NIA Impact Advisors, LLC
NEW
Shares1,669
Change+1,669
Value$242.6K
Filed 2026-11-04
Meritas Wealth Management, LLC
NEW
Shares1,666
Change+1,666
Value$242.1K
Filed 2026-10-14
Eagle Harbor Asset Management Inc
DECREASED
Shares1,662 from 1,812
Change-150 (-8%)
Value$241.5K (+$8.7K)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,662 from 1,662
Change0 (0%)
Value$241.5K (+$27.9K)
Filed 2026-11-03
Sterling Investment Management, LLC
UNCHANGED
Shares1,661 from 1,661
Change0 (0%)
Value$241.4K (+$27.9K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares1,655 from 1,425
Change+230 (+16%)
Value$240.4K (+$57.3K)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
NEW
Shares1,653
Change+1,653
Value$240.2K
Filed 2026-10-09
Innova Wealth Partners
DECREASED
Shares1,652 from 1,684
Change-32 (-2%)
Value$240.1K (+$23.7K)
Filed 2026-10-21
LJI Wealth Management, LLC
DECREASED
Shares1,651 from 2,149
Change-498 (-23%)
Value$239.9K (-$36.3K)
Filed 2026-10-28
Asio Capital, LLC
NEW
Shares1,650
Change+1,650
Value$239.8K
Filed 2026-10-19
Tenon Financial LLC
INCREASED
Shares1,650 from 1,598
Change+52 (+3%)
Value$239.8K (+$34.4K)
Filed 2026-10-14
Andina Capital Management, LLC
NEW
Shares1,636
Change+1,636
Value$237.7K
Filed 2026-10-21
McCollum Christoferson Group LLC
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$237.6K (+$27.5K)
Filed 2026-10-13
Financial Insights, Inc.
DECREASED
Shares1,628 from 1,764
Change-136 (-8%)
Value$236.5K (+$9.9K)
Filed 2026-10-27
EPG Wealth Management LLC
INCREASED
Shares1,628 from 1,624
Change+4 (+0%)
Value$236.6K (+$27.9K)
Filed 2026-11-03
Encompass More Asset Management
DECREASED
Shares1,626 from 1,710
Change-84 (-5%)
Value$236.2K (+$16.5K)
Filed 2026-10-16
Legacy Financial Strategies, LLC
NEW
Shares1,621
Change+1,621
Value$235.6K
Filed 2026-10-15
Matrix Asset Advisors Inc
DECREASED
Shares1,621 from 1,671
Change-50 (-3%)
Value$235.5K (+$20.8K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
NEW
Shares1,619
Change+1,619
Value$235.3K
Filed 2026-11-03
Christian Investment Advisors, Inc.
INCREASED
Shares1,618 from 1,608
Change+10 (+1%)
Value$235.2K (+$28.6K)
Filed 2026-11-03
Investmark Advisory Group LLC
NEW
Shares1,616
Change+1,616
Value$235.1K
Filed 2026-10-27
Broadway Wealth Solutions, Inc.
DECREASED
Shares1,610 from 1,706
Change-96 (-6%)
Value$233.9K (+$14.7K)
Filed 2026-10-21
High Point Wealth Management, LLC
UNCHANGED
Shares1,601 from 1,601
Change0 (0%)
Value$232.6K (+$26.9K)
Filed 2026-11-05
Garde Capital, Inc.
NEW
Shares1,595
Change+1,595
Value$231.8K
Filed 2026-10-29
Cardinal Strategic Wealth Guidance
INCREASED
Shares1,589 from 1,573
Change+16 (+1%)
Value$230.9K (+$28.8K)
Filed 2026-11-02
Whitcomb & Hess, Inc.
DECREASED
Shares1,581 from 1,968
Change-387 (-20%)
Value$229.8K (-$23.1K)
Filed 2026-10-07
Keystone Wealth Services, LLC
NEW
Shares1,580
Change+1,580
Value$235.8K
Filed 2026-11-03
Cordoba Advisory Partners LLC
DECREASED
Shares1,580 from 1,673
Change-93 (-6%)
Value$232.5K (+$16.2K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
DECREASED
Shares1,576 from 1,657
Change-81 (-5%)
Value$229.0K (+$16.1K)
Filed 2026-10-27
Richardson Capital Management LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$229.0K (+$26.5K)
Filed 2026-10-23
AWM Capital, LLC
NEW
Shares1,572
Change+1,572
Value$228.4K
Filed 2026-10-16
Viewpoint Capital Management LLC
INCREASED
Shares1,568 from 1,532
Change+36 (+2%)
Value$227.9K (+$30.9K)
Filed 2026-10-27
Zevenbergen Capital Investments LLC
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$227.4K (+$26.3K)
Filed 2026-10-08
Fingerlakes Wealth Management, Inc.
NEW
Shares1,562
Change+1,562
Value$227.0K
Filed 2026-11-04
Compass Wealth Management, LLC
DECREASED
Shares1,560 from 1,933
Change-373 (-19%)
Value$226.8K (-$21.7K)
Filed 2026-10-30
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares1,560 from 1,560
Change0 (0%)
Value$226.7K (+$26.2K)
Filed 2026-10-09
Saxon Interests, Inc.
DECREASED
Shares1,555 from 3,439
Change-1,884 (-55%)
Value$226.0K (-$216.0K)
Filed 2026-10-26
Gradient Capital Advisors, LLC
NEW
Shares1,553
Change+1,553
Value$225.7K
Filed 2026-10-21
HRC Wealth Management, LLC
NEW
Shares1,551
Change+1,551
Value$225.4K
Filed 2026-10-16
Kenora Financial, LLC
DECREASED
Shares1,551 from 1,603
Change-52 (-3%)
Value$225.4K (+$19.4K)
Filed 2026-10-20
Guardian Asset Advisors, LLC
NEW
Shares1,548
Change+1,548
Value$225.0K
Filed 2026-10-16
Hibernia Wealth Partners, LLC
NEW
Shares1,546
Change+1,546
Value$224.6K
Filed 2026-10-29
GEM Asset Management, LLC
NEW
Shares1,543
Change+1,543
Value$224.2K
Filed 2026-10-13
Prosperity Financial Group, Inc.
NEW
Shares1,540
Change+1,540
Value$223.8K
Filed 2026-10-29
Hill Island Financial LLC
NEW
Shares1,540
Change+1,540
Value$223.8K
Filed 2026-10-20
Integras Partners LLC
NEW
Shares1,536
Change+1,536
Value$223.2K
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,530 from 3,656
Change-2,126 (-58%)
Value$222.3K (-$247.7K)
Filed 2026-10-14
Signature Resources Capital Management, LLC
DECREASED
Shares1,524 from 1,570
Change-46 (-3%)
Value$221.5K (+$19.7K)
Filed 2026-10-16
LifeGoal Investments, LLC
NEW
Shares1,520
Change+1,520
Value$220.9K
Filed 2026-10-09
Saxony Capital Management, LLC
NEW
Shares1,512
Change+1,512
Value$219.8K
Filed 2026-10-15
West Bancorporation Inc
NEW
Shares1,511
Change+1,511
Value$219.6K
Filed 2026-10-29
Greenhouse Wealth Management, LLC
NEW
Shares1,509
Change+1,509
Value$219.3K
Filed 2026-10-20
Baring Financial LLC
NEW
Shares1,507
Change+1,507
Value$219.0K
Filed 2026-10-07
KG Capital Management
NEW
Shares1,504
Change+1,504
Value$218.6K
Filed 2026-10-15
Narus Financial Partners, LLC
NEW
Shares1,503
Change+1,503
Value$218.4K
Filed 2026-10-19
Evergreen Private Wealth LLC
UNCHANGED
Shares1,503 from 1,503
Change0 (0%)
Value$218.5K (+$25.3K)
Filed 2026-10-30
Mirabaud & Cie SA
NEW
Shares1,500
Change+1,500
Value$218.0K
Filed 2026-10-27
Long Road Investment Counsel, LLC
NEW
Shares1,500
Change+1,500
Value$218.0K
Filed 2026-11-04
L.K. Benson & Company, P.C.
NEW
Shares1,500
Change+1,500
Value$218.0K
Filed 2026-10-23
New England Professional Planning Group Inc.
NEW
Shares1,500
Change+1,500
Value$218.0K
Filed 2026-10-29
BostonPremier Wealth LLC
NEW
Shares1,499
Change+1,499
Value$217.8K
Filed 2026-10-16
Pinnacle Wealth Management Group, Inc.
NEW
Shares1,499
Change+1,499
Value$217.8K
Filed 2026-10-15
Legacy Wealth Partners, LLC
NEW
Shares1,498
Change+1,498
Value$217.7K
Filed 2026-10-15
Lodestar Private Asset Management LLC
NEW
Shares1,497
Change+1,497
Value$217.5K
Filed 2026-10-26
Fusion Capital, LLC
DECREASED
Shares1,497 from 1,794
Change-297 (-17%)
Value$217.6K (-$13.0K)
Filed 2026-10-28
Fidato Wealth LLC
NEW
Shares1,495
Change+1,495
Value$217.2K
Filed 2026-10-13
Lakeside Advisors, Inc.
NEW
Shares1,492
Change+1,492
Value$216.8K
Filed 2026-10-20
Rise Advisors, LLC
DECREASED
Shares1,492 from 2,794
Change-1,302 (-47%)
Value$216.8K (-$142.2K)
Filed 2026-10-16
Sage Financial Management Group, Inc.
NEW
Shares1,490
Change+1,490
Value$216.5K
Filed 2026-11-06
N10 Assets, LLC
UNCHANGED
Shares1,488 from 1,488
Change0 (0%)
Value$216.2K (+$25.0K)
Filed 2026-10-14
Transcendent Capital Group LLC
NEW
Shares1,486
Change+1,486
Value$215.9K
Filed 2026-10-28
Lakeshore Financial Planning, Inc.
NEW
Shares1,485
Change+1,485
Value$215.8K
Filed 2026-10-13
Pacifica Partners Inc.
UNCHANGED
Shares1,482 from 1,482
Change0 (0%)
Value$213.1K (+$21.1K)
Filed 2026-10-09
Brickley Wealth Management
NEW
Shares1,480
Change+1,480
Value$215.1K
Filed 2026-11-04
Nova R Wealth, Inc.
NEW
Shares1,475
Change+1,475
Value$214.4K
Filed 2026-10-26
Defined Wealth Management, LLC
NEW
Shares1,473
Change+1,473
Value$214.0K
Filed 2026-10-19
Northland Securities, Inc.
NEW
Shares1,470
Change+1,470
Value$213.6K
Filed 2026-11-02
Kondo Wealth Advisors, Inc.
NEW
Shares1,469
Change+1,469
Value$213.5K
Filed 2026-10-19
First Hawaiian Bank
DECREASED
Shares1,469 from 1,561
Change-92 (-6%)
Value$213.5K (+$12.9K)
Filed 2026-10-14
Financial Perspectives, Inc
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$213.3K (+$24.7K)
Filed 2026-11-03
Private Wealth Group, LLC
NEW
Shares1,467
Change+1,467
Value$213.2K
Filed 2026-10-19
RM Financial Services, LLC
NEW
Shares1,466
Change+1,466
Value$213.0K
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,466 from 1,290
Change+176 (+14%)
Value$213.0K (+$47.3K)
Filed 2026-11-04
AtlasMark Financial, Inc
NEW
Shares1,461
Change+1,461
Value$212.3K
Filed 2026-10-13
Oasis Advisors, LLC
NEW
Shares1,456
Change+1,456
Value$211.6K
Filed 2026-10-16
ADE, LLC
NEW
Shares1,456
Change+1,456
Value$211.6K
Filed 2026-10-29
Griffith & Werner, Inc.
NEW
Shares1,455
Change+1,455
Value$211.4K
Filed 2026-11-04
Asset Allocation & Management Company, LLC
NEW
Shares1,453
Change+1,453
Value$211
Filed 2026-10-13
Endowment Wealth Management, Inc.
DECREASED
Shares1,449 from 1,776
Change-327 (-18%)
Value$210.5K (-$17.7K)
Filed 2026-11-03
BNB Wealth Management, LLC
NEW
Shares1,447
Change+1,447
Value$210.3K
Filed 2026-10-28
JDH Wealth Management, LLC
NEW
Shares1,447
Change+1,447
Value$210.2K
Filed 2026-10-20
Arch Global Advisors, LLC
NEW
Shares1,443
Change+1,443
Value$210.9K
Filed 2026-10-23
WestHill Financial Advisors, Inc.
NEW
Shares1,443
Change+1,443
Value$209.7K
Filed 2026-10-14
WealthCare Investment Partners, LLC
NEW
Shares1,438
Change+1,438
Value$209.0K
Filed 2026-11-05
KTF Investments, LLC
NEW
Shares1,435
Change+1,435
Value$208.5K
Filed 2026-10-23
Pacific Sage Partners, LLC
NEW
Shares1,434
Change+1,434
Value$208.4K
Filed 2026-10-21
Fermata Advisors, LLC
NEW
Shares1,433
Change+1,433
Value$208.3K
Filed 2026-10-13
Nova Financial LLC
NEW
Shares1,428
Change+1,428
Value$207.5K
Filed 2026-11-04
Cornerstone Advisors Asset Management, LLC
NEW
Shares1,427
Change+1,427
Value$207.4K
Filed 2026-11-06
Well Done, LLC
NEW
Shares1,426
Change+1,426
Value$207.2K
Filed 2026-10-20
Fortem Financial Group, LLC
NEW
Shares1,420
Change+1,420
Value$206.3K
Filed 2026-10-20
Centerline Wealth Advisors, LLC
NEW
Shares1,419
Change+1,419
Value$206.2K
Filed 2026-10-15
Austin Wealth Management, LLC
NEW
Shares1,418
Change+1,418
Value$201.9K
Filed 2026-11-06
Councilmark Asset Management, LLC
NEW
Shares1,414
Change+1,414
Value$205.5K
Filed 2026-10-20
ROI Financial Advisors, LLC
NEW
Shares1,405
Change+1,405
Value$204.2K
Filed 2026-10-19
Carlson Financial, Inc.
NEW
Shares1,405
Change+1,405
Value$204.1K
Filed 2026-11-05
Proathlete Wealth Management LLC
INCREASED
Shares1,404 from 956
Change+448 (+47%)
Value$204.1K (+$81.2K)
Filed 2026-10-15
Rede Wealth, LLC
NEW
Shares1,403
Change+1,403
Value$203.9K
Filed 2026-10-22
Cushing Capital Partners, LLC
NEW
Shares1,403
Change+1,403
Value$203.9K
Filed 2026-10-20
Tower View Wealth Management LLC
INCREASED
Shares1,401 from 1,391
Change+10 (+1%)
Value$203.5K (+$24.7K)
Filed 2026-10-23
Bensler, LLC
NEW
Shares1,400
Change+1,400
Value$203.5K
Filed 2026-11-05
ForthRight Wealth Management, LLC
NEW
Shares1,399
Change+1,399
Value$203.3K
Filed 2026-11-06
Villere ST Denis J & Co LLC
DECREASED
Shares1,392 from 1,792
Change-400 (-22%)
Value$202.3K (-$28.0K)
Filed 2026-11-04
O'Keefe Stevens Advisory, Inc.
DECREASED
Shares1,391 from 2,544
Change-1,153 (-45%)
Value$202.1K (-$124.8K)
Filed 2026-10-09
Pathway Financial Advisors LLC
NEW
Shares1,388
Change+1,388
Value$201.7K
Filed 2026-10-07
Firethorn Wealth Partners, LLC
NEW
Shares1,387
Change+1,387
Value$201.6K
Filed 2026-10-14
Marion Wealth Management
NEW
Shares1,382
Change+1,382
Value$200.8K
Filed 2026-10-22
Syntax Research, Inc.
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$200.7K (+$23.2K)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
NEW
Shares1,379
Change+1,379
Value$200.4K
Filed 2026-10-09
Creative Capital Management Investments LLC
INCREASED
Shares1,379 from 1,287
Change+92 (+7%)
Value$200.4K (+$35.0K)
Filed 2026-10-28
Smith & Howard Wealth Management, LLC
NEW
Shares1,377
Change+1,377
Value$200.0K
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares1,374 from 1,770
Change-396 (-22%)
Value$199.7K (-$27.7K)
Filed 2026-11-02
Holos Integrated Wealth LLC
INCREASED
Shares1,354 from 951
Change+403 (+42%)
Value$194.5K (+$71.9K)
Filed 2026-10-23
Hughes Financial Services, LLC
INCREASED
Shares1,286 from 1,162
Change+124 (+11%)
Value$188.2K (+$38.9K)
Filed 2026-10-30
GK Wealth Management LLC
DECREASED
Shares1,241 from 2,266
Change-1,025 (-45%)
Value$180.3K (-$110.9K)
Filed 2026-10-09
University of Texas S AM Investment Management Co
DECREASED
Shares1,220 from 1,783
Change-563 (-32%)
Value$177.5K (-$51.8K)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
INCREASED
Shares1,216 from 1,215
Change+1 (+0%)
Value$176.6K (+$20.5K)
Filed 2026-10-15
Dynamic Wealth Strategies, LLC
INCREASED
Shares1,201 from 1,198
Change+3 (+0%)
Value$174.5K (+$20.6K)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
INCREASED
Shares1,198 from 788
Change+410 (+52%)
Value$174.1K (+$72.8K)
Filed 2026-11-03
Vision Financial Markets LLC
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$170.9K (+$21.6K)
Filed 2026-10-22
IFS Advisors, LLC
INCREASED
Shares1,159 from 597
Change+562 (+94%)
Value$168.4K (+$91.7K)
Filed 2026-10-14
Highline Wealth Partners LLC
INCREASED
Shares1,139 from 932
Change+207 (+22%)
Value$165.5K (+$45.7K)
Filed 2026-10-19
Essex Investment Management Co LLC
UNCHANGED
Shares1,132 from 1,132
Change0 (0%)
Value$164.5K (+$19.0K)
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,130 from 930
Change+200 (+22%)
Value$164.2K (+$44.7K)
Filed 2026-10-16
West Financial Advisors, LLC
INCREASED
Shares1,120 from 1,114
Change+6 (+1%)
Value$162.7K (+$19.6K)
Filed 2026-10-22
Covestor Ltd
DECREASED
Shares1,100 from 1,294
Change-194 (-15%)
Value$160 (-$165.8K)
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares1,091
Change+1,091
Value$158.6K
Filed 2026-10-27
Ares Financial Consulting, LLC
INCREASED
Shares1,063 from 1,030
Change+33 (+3%)
Value$154.5K (+$22.1K)
Filed 2026-10-19
Bare Financial Services, Inc
INCREASED
Shares1,046 from 1,030
Change+16 (+2%)
Value$152.0K (+$19.6K)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$151.8K (+$17.6K)
Filed 2026-10-13
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$151.9K (+$17.6K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED
Shares1,036 from 1,051
Change-15 (-1%)
Value$150.5K (+$15.5K)
Filed 2026-10-26
Centerpoint Advisors, LLC
INCREASED
Shares1,036 from 1,035
Change+1 (+0%)
Value$151 (-$132.8K)
Filed 2026-11-05
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$143.8K (+$18.4K)
Filed 2026-10-20
Rydar Equities, Inc.
NEW
Shares994
Change+994
Value$142.0K
Filed 2026-10-13
IAG Wealth Partners, LLC
INCREASED
Shares983 from 981
Change+2 (+0%)
Value$142.8K (+$16.7K)
Filed 2026-11-06
Kozak & Associates, Inc.
INCREASED
Shares963 from 951
Change+12 (+1%)
Value$135.7K (+$16.4K)
Filed 2026-10-29
Ulland Investment Advisors, LLC
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$139 (+$16)
Filed 2026-10-13
Prudent Man Investment Management, Inc.
INCREASED
Shares950 from 100
Change+850 (+850%)
Value$138.0K (+$127.5K)
Filed 2026-11-03
Kroeger Financial Partners
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$138.0K (+$16.0K)
Filed 2026-10-19
Gleason Group, Inc.
INCREASED
Shares903 from 899
Change+4 (+0%)
Value$131.3K (+$15.8K)
Filed 2026-10-15
Evolution Wealth Management Inc.
DECREASED
Shares851 from 876
Change-25 (-3%)
Value$123.7K (+$11.1K)
Filed 2026-10-28
Atwood & Palmer Inc
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$123.4K (+$14.3K)
Filed 2026-10-08
1620 Investment Advisors, Inc.
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$122.4K (+$14.2K)
Filed 2026-11-04
Activest Wealth Management
INCREASED
Shares805 from 793
Change+12 (+2%)
Value$117.0K (+$15.1K)
Filed 2026-10-15
Valued Wealth Advisors LLC
INCREASED
Shares795 from 737
Change+58 (+8%)
Value$116.1K (+$20.8K)
Filed 2026-11-05
Phillip James Consulting Co.
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$115.1K (+$13.3K)
Filed 2026-11-03
Joseph Group Capital Management
INCREASED
Shares780 from 604
Change+176 (+29%)
Value$113.3K (+$35.7K)
Filed 2026-11-04
Country Trust Bank
INCREASED
Shares747 from 733
Change+14 (+2%)
Value$108.5K (+$14.4K)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares745
Change+745
Value$108.3K
Filed 2026-10-29
Addison Advisors LLC
INCREASED
Shares744 from 699
Change+45 (+6%)
Value$108.1K (+$18.2K)
Filed 2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$105.2K (+$12.2K)
Filed 2026-10-28
James T. Borello RIA
INCREASED
Shares722 from 685
Change+37 (+5%)
Value$104.9K (+$16.9K)
Filed 2026-10-16
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$104.5K (+$12.8K)
Filed 2026-10-01
Prism Planning Partners LLC
NEW
Shares716
Change+716
Value$104.0K
Filed 2026-10-27
Hara Capital LLC
DECREASED
Shares715 from 852
Change-137 (-16%)
Value$104.5K (-$5.7K)
Filed 2026-10-30
Lynch Investment Planning, LLC
NEW
Shares711
Change+711
Value$103.9K
Filed 2026-10-27
Advantage Trust Co
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$103.0K (+$11.9K)
Filed 2026-10-19
Retirement Wealth Solutions LLC
INCREASED
Shares703 from 576
Change+127 (+22%)
Value$102.1K (+$28.1K)
Filed 2026-10-07
Quest 10 Wealth Builders, Inc.
INCREASED
Shares699 from 623
Change+76 (+12%)
Value$101.6K (+$21.6K)
Filed 2026-11-02
Aspect Partners, LLC
DECREASED
Shares699 from 703
Change-4 (-1%)
Value$101.6K (+$11.2K)
Filed 2026-10-20
Carolina Wealth Advisors, LLC
DECREASED
Shares694 from 32,171
Change-31,477 (-98%)
Value$100.8K (-$4.0M)
Filed 2026-10-23
Tsfg, LLC
DECREASED
Shares655 from 1,866
Change-1,211 (-65%)
Value$95 (-$239.9K)
Filed 2026-10-23
Trellis Wealth Advisors LLC
NEW
Shares650
Change+650
Value$94.5K
Filed 2026-10-19
Chung Wu Investment Group, LLC
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$94.5K (+$10.9K)
Filed 2026-11-03
Tradewinds Capital Management, LLC
INCREASED
Shares649 from 224
Change+425 (+190%)
Value$94.3K (+$65.5K)
Filed 2026-10-23
Sfam, LLC
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$94.3K (+$10.9K)
Filed 2026-11-03
Tower Trust & Investment Co
INCREASED
Shares640 from 468
Change+172 (+37%)
Value$93.0K (+$32.9K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
INCREASED
Shares638 from 276
Change+362 (+131%)
Value$92.7K (+$57.2K)
Filed 2026-10-09
Vaquero Private Wealth, LTD
NEW
Shares637
Change+637
Value$92.6K
Filed 2026-10-27
Friedenthal Financial
INCREASED
Shares624 from 223
Change+401 (+180%)
Value$90.7K (+$62.1K)
Filed 2026-10-27
Fairman Group, LLC
DECREASED
Shares601 from 669
Change-68 (-10%)
Value$87.8K (+$1.3K)
Filed 2026-10-26
Horizon Financial Services, LLC
DECREASED
Shares597 from 685
Change-88 (-13%)
Value$86.8K (-$1.3K)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares577
Change+577
Value$83.8K
Filed 2026-10-30
Accordant Advisory Group Inc
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$81.8K (+$9.5K)
Filed 2026-10-29
POM Investment Strategies, LLC
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$78.6K (+$9.1K)
Filed 2026-10-20
Blueline Advisors LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$75.6K (+$8.8K)
Filed 2026-10-15
High Note Wealth, LLC
INCREASED
Shares518 from 350
Change+168 (+48%)
Value$75.3K (+$30.3K)
Filed 2026-10-27
Bayforest Capital Ltd
DECREASED
Shares515 from 1,319
Change-804 (-61%)
Value$74.8K (-$94.7K)
Filed 2026-11-03
RHL Group, LLC
INCREASED
Shares513 from 500
Change+13 (+3%)
Value$74.5K (+$10.0K)
Filed 2026-11-04
Hyposwiss Advisors SA
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$73.4K (+$8.5K)
Filed 2026-10-26
Main Street Group, LTD
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$73.4K (+$8.5K)
Filed 2026-10-28
Fiduciary Advisors, Inc.
INCREASED
Shares493 from 483
Change+10 (+2%)
Value$71.6K (+$9.6K)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
DECREASED
Shares485 from 487
Change-2 (0%)
Value$70.4K (+$7.9K)
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
NEW
Shares479
Change+479
Value$69.6K
Filed 2026-10-13
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares479 from 565
Change-86 (-15%)
Value$69.6K (-$3.0K)
Filed 2026-11-06
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares472 from 463
Change+9 (+2%)
Value$68.6K (+$9.1K)
Filed 2026-10-28
United Financial Planning Group LLC
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$68.2K (+$7.9K)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$67.0K (+$7.7K)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
DECREASED
Shares456 from 1,359
Change-903 (-66%)
Value$66.3K (-$108.4K)
Filed 2026-10-26
Winch Advisory Services, LLC
INCREASED
Shares455 from 453
Change+2 (+0%)
Value$66.1K (+$7.8K)
Filed 2026-11-06
IMG Wealth Management, Inc.
INCREASED
Shares452 from 418
Change+34 (+8%)
Value$65.7K (+$12.0K)
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares451
Change+451
Value$66
Filed 2026-10-02
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares437 from 596
Change-159 (-27%)
Value$63.5K (-$13.1K)
Filed 2026-10-07
Planning Strategies Inc.
INCREASED
Shares425 from 411
Change+14 (+3%)
Value$61.8K (+$8.9K)
Filed 2026-10-02
Mascoma Wealth Management LLC
DECREASED
Shares418 from 425
Change-7 (-2%)
Value$60.7K (+$6.1K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares416 from 327
Change+89 (+27%)
Value$60.4K (+$18.4K)
Filed 2026-10-15
Granite FO LLC
INCREASED
Shares408 from 347
Change+61 (+18%)
Value$59.3K (+$14.7K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
INCREASED
Shares395 from 305
Change+90 (+30%)
Value$57.3K (+$18.1K)
Filed 2026-11-04
Marquette Asset Management, LLC
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$55.1K (+$6.4K)
Filed 2026-10-09
Spurstone Advisory Services, LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$53.8K (+$6.9K)
Filed 2026-11-02
Midwest Capital Advisors, LLC
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$54.2K (+$6.3K)
Filed 2026-11-04
Sawyer & Company, Inc
DECREASED
Shares370 from 14,322
Change-13,952 (-97%)
Value$53.8K (-$1.8M)
Filed 2026-10-21
Bay Harbor Wealth Management, LLC
INCREASED
Shares364 from 319
Change+45 (+14%)
Value$53.2K (+$12.2K)
Filed 2026-11-03
Downshift Financial, LLC
DECREASED
Shares362 from 379
Change-17 (-4%)
Value$52.6K (+$3.9K)
Filed 2026-10-13
Align Financial, LLC
DECREASED
Shares336 from 607
Change-271 (-45%)
Value$48.8K (-$29.2K)
Filed 2026-10-16
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$48.7K (+$5.6K)
Filed 2026-10-30
AXS Investments LLC
DECREASED
Shares324 from 377
Change-53 (-14%)
Value$47.1K (-$1.4K)
Filed 2026-11-04
Entrust Financial LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$46.5K (+$5.4K)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$46.2K (+$5.3K)
Filed 2026-11-03
3 Factor Indexing, LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$45.3K (+$5.2K)
Filed 2026-10-15
Foresight Capital Management Advisors, Inc.
NEW
Shares296
Change+296
Value$43.0K
Filed 2026-10-27
Burk Holdings LLC
DECREASED
Shares296 from 304
Change-8 (-3%)
Value$43.0K (+$3.9K)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares294
Change+294
Value$42.7K
Filed 2026-10-19
Security National Bank
INCREASED
Shares293 from 267
Change+26 (+10%)
Value$42.6K (+$8.3K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$41.4K (+$4.8K)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$39.8K (+$4.6K)
Filed 2026-10-01
Western Pacific Wealth Management, LP
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$38.3K (+$4.4K)
Filed 2026-10-16
Rakuten Securities, Inc.
INCREASED
Shares245 from 214
Change+31 (+14%)
Value$35.6K (+$8.1K)
Filed 2026-11-02
Kingdom Financial Group Llc.
INCREASED
Shares226 from 211
Change+15 (+7%)
Value$32.8K (+$5.6K)
Filed 2026-11-04
SRH Advisors, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$32.3K (+$3.7K)
Filed 2026-10-22
McCarley & Cook Financial Planners
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$32.1K (+$3.7K)
Filed 2026-10-21
Horizons Wealth Management
NEW
Shares206
Change+206
Value$29.9K
Filed 2026-10-05
Mosley Wealth Management
INCREASED
Shares206 from 204
Change+2 (+1%)
Value$29.9K (+$3.6K)
Filed 2026-10-16
Sellwood Investment Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$29.1K (+$3.4K)
Filed 2026-11-03
Advocate Investing Services LLC
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$28.9K (+$3.3K)
Filed 2026-10-26
Y.D. More Investments Ltd
DECREASED
Shares191 from 245
Change-54 (-22%)
Value$27.6K (+$12.2K)
Filed 2026-11-02
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED
Shares176 from 96
Change+80 (+83%)
Value$25.6K (+$13.2K)
Filed 2026-10-21
Financially Speaking Inc
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$25.6K (+$4.4K)
Filed 2026-11-05
Robinson Value Management, Ltd.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$24.1K (+$2.8K)
Filed 2026-10-20
KFG LLC
NEW
Shares163
Change+163
Value$23.7K
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$23.3K (+$2.7K)
Filed 2026-10-15
DecisionPoint Financial, LLC
INCREASED
Shares159 from 143
Change+16 (+11%)
Value$22.9K (+$4.9K)
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares154
Change+154
Value$22.5K
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW
Shares148
Change+148
Value$21.6K
Filed 2026-10-20
Morton Brown Family Wealth, LLC
DECREASED
Shares146 from 148
Change-2 (-1%)
Value$21.2K (+$2.2K)
Filed 2026-10-23
Fairway Wealth LLC
NEW
Shares141
Change+141
Value$20.5K
Filed 2026-10-30
Decker Retirement Planning Inc.
INCREASED
Shares139 from 55
Change+84 (+153%)
Value$20.2K (+$13.1K)
Filed 2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$19.6K (+$2.3K)
Filed 2026-10-14
Luken Investment Analytics, LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$19.5K (+$2.3K)
Filed 2026-11-06
Keystone Financial Group, Inc.
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$19.5K (+$2.4K)
Filed 2026-10-13
Davis Capital Management
INCREASED
Shares128 from 58
Change+70 (+121%)
Value$18.6K (+$11.1K)
Filed 2026-10-08
Torren Management, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$17.5K (+$2.1K)
Filed 2026-10-29
Navigoe, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$16 (+$2)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares106 from 901
Change-795 (-88%)
Value$15.4K (-$100.3K)
Filed 2026-11-02
10Elms LLP
NEW
Shares102
Change+102
Value$14.8K
Filed 2026-11-06
NorthAvenue LLC
DECREASED
Shares100 from 562
Change-462 (-82%)
Value$14.5K (-$57.7K)
Filed 2026-10-29
Miller Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.5K (+$1.7K)
Filed 2026-11-02
CKW Financial Group
INCREASED
Shares81 from 10
Change+71 (+710%)
Value$12 (+$11)
Filed 2026-10-29
Burkett Financial Services, LLC
INCREASED
Shares73 from 72
Change+1 (+1%)
Value$10.6K (+$1.3K)
Filed 2026-10-01
WestEnd Advisors, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$10.6K (+$1.2K)
Filed 2026-10-27
Key Capital Management, Inc
INCREASED
Shares71 from 65
Change+6 (+9%)
Value$10.3K (+$2.0K)
Filed 2026-11-03
Transce3nd, LLC
NEW
Shares52
Change+52
Value$7.8K
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$7.5K (+$858)
Filed 2026-10-23
PayPay Securities Corp
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$6.7K (+$773)
Filed 2026-10-27
Eukles Asset Management
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$6.5K (+$756)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$6.1K (+$606)
Filed 2026-10-26
Breakwater Investment Management
INCREASED
Shares40 from 16
Change+24 (+150%)
Value$5.8K (+$3.8K)
Filed 2026-10-20
Birchwood Financial Partners, Inc.
NEW
Shares35
Change+35
Value$5.1K
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares35 from 51
Change-16 (-31%)
Value$5.1K (-$1.4K)
Filed 2026-10-16
Nvest Wealth Strategies, Inc.
INCREASED
Shares18 from 9
Change+9 (+100%)
Value$2.6K (+$1.5K)
Filed 2026-10-14
Inspire Investing, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.6K (+$303)
Filed 2026-10-22
Networth Advisors, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.3K (+$284)
Filed 2026-11-03
StrongBox Wealth, LLC
NEW
Shares6
Change+6
Value$872
Filed 2026-11-02
Putney Financial Group LLC
NEW
Shares5
Change+5
Value$727
Filed 2026-10-30
Hoey Investments, Inc
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$727 (+$84)
Filed 2026-10-29
Bear Mountain Capital, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$730 (+$126)
Filed 2026-11-04
Hurley Capital, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$587 (+$71)
Filed 2026-11-05
Arga Investment Management, LP
CLOSED
Shares0 from 199,748
Change-199,748 (-100%)
Value$0 (-$25.7M)
Filed 2026-10-30
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 32,500
Change-32,500 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-04
Optimist Retirement Group LLC
CLOSED
Shares0 from 22,801
Change-22,801 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-30
Wellington Shields & Co., LLC
CLOSED
Shares0 from 22,666
Change-22,666 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-03
Center for Wealth Management Advisory
CLOSED
Shares0 from 17,696
Change-17,696 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-23
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 10,175
Change-10,175 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Brindle & Bay Financial Advisors, LLC
CLOSED
Shares0 from 8,294
Change-8,294 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Simplify Asset Management Inc.
CLOSED
Shares0 from 7,167
Change-7,167 (-100%)
Value$0 (-$921.0K)
Filed 2026-10-27
PCG Asset Management, LLC
CLOSED
Shares0 from 5,507
Change-5,507 (-100%)
Value$0 (-$712.3K)
Filed 2026-11-05
Wedge Capital Management L L P
CLOSED
Shares0 from 4,873
Change-4,873 (-100%)
Value$0 (-$626.2K)
Filed 2026-10-13
Range Financial Group LLC
CLOSED
Shares0 from 4,073
Change-4,073 (-100%)
Value$0 (-$523.4K)
Filed 2026-10-21
Capricorn Fund Managers Ltd
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$514.0K)
Filed 2026-11-03
Sepio Capital, LP
CLOSED
Shares0 from 3,766
Change-3,766 (-100%)
Value$0 (-$483.9K)
Filed 2026-10-22
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 3,545
Change-3,545 (-100%)
Value$0 (-$455.5K)
Filed 2026-10-20
Moller Wealth Partners
CLOSED
Shares0 from 3,316
Change-3,316 (-100%)
Value$0 (-$426.1K)
Filed 2026-10-15
Leonteq Securities AG
CLOSED
Shares0 from 3,246
Change-3,246 (-100%)
Value$0 (-$417.1K)
Filed 2026-10-29
Grandview Asset Management LLC
CLOSED
Shares0 from 2,892
Change-2,892 (-100%)
Value$0 (-$371.6K)
Filed 2026-10-19
Wealth Quarterback LLC
CLOSED
Shares0 from 2,856
Change-2,856 (-100%)
Value$0 (-$367.0K)
Filed 2026-10-20
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 2,800
Change-2,800 (-100%)
Value$0 (-$359.8K)
Filed 2026-11-05
Pzena Investment Management LLC
CLOSED
Shares0 from 2,511
Change-2,511 (-100%)
Value$0 (-$322.7K)
Filed 2026-10-30
Waycross Partners, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$321.3K)
Filed 2026-11-03
Pavion Blue Capital, LLC
CLOSED
Shares0 from 2,179
Change-2,179 (-100%)
Value$0 (-$280.0K)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,167
Change-2,167 (-100%)
Value$0 (-$278.5K)
Filed 2026-10-27
Balentine LLC
CLOSED
Shares0 from 2,163
Change-2,163 (-100%)
Value$0 (-$277.9K)
Filed 2026-11-03
J.M. Arbour, LLC
CLOSED
Shares0 from 2,154
Change-2,154 (-100%)
Value$0 (-$276.8K)
Filed 2026-11-05
City Center Advisors, LLC
CLOSED
Shares0 from 2,124
Change-2,124 (-100%)
Value$0 (-$272.9K)
Filed 2026-10-08
Zinnia Wealth Advisory, LLC
CLOSED
Shares0 from 2,033
Change-2,033 (-100%)
Value$0 (-$261.2K)
Filed 2026-11-06
Apeiron RIA LLC
CLOSED
Shares0 from 2,005
Change-2,005 (-100%)
Value$0 (-$257.7K)
Filed 2026-10-08
Factor Wealth Management LTD
CLOSED
Shares0 from 2,001
Change-2,001 (-100%)
Value$0 (-$257.1K)
Filed 2026-10-08
Westhampton Capital, LLC
CLOSED
Shares0 from 1,975
Change-1,975 (-100%)
Value$0 (-$253.8K)
Filed 2026-10-30
Genesis Private Wealth, LLC
CLOSED
Shares0 from 1,932
Change-1,932 (-100%)
Value$0 (-$248.3K)
Filed 2026-11-02
Chiron Capital Management, LLC
CLOSED
Shares0 from 1,827
Change-1,827 (-100%)
Value$0 (-$234.8K)
Filed 2026-10-15
Stillwater Wealth Management Group
CLOSED
Shares0 from 1,726
Change-1,726 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-21
Tannin Capital LLC
CLOSED
Shares0 from 1,625
Change-1,625 (-100%)
Value$0 (-$208.8K)
Filed 2026-11-05
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 1,605
Change-1,605 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-26
Cascade Investment Group, Inc.
CLOSED
Shares0 from 1,587
Change-1,587 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-13
MFA Wealth Advisors, LLC
CLOSED
Shares0 from 1,564
Change-1,564 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-07
Sherman Asset Management, Inc.
CLOSED
Shares0 from 1,116
Change-1,116 (-100%)
Value$0 (-$143.4K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 1,059
Change-1,059 (-100%)
Value$0 (-$136.1K)
Filed 2026-10-20
Midway Capital Research & Management
CLOSED
Shares0 from 1,009
Change-1,009 (-100%)
Value$0 (-$129.7K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 952
Change-952 (-100%)
Value$0 (-$122.3K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 805
Change-805 (-100%)
Value$0 (-$103.4K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$98.4K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 399
Change-399 (-100%)
Value$0 (-$51.3K)
Filed 2026-10-22
Solstein Capital, LLC
CLOSED
Shares0 from 255
Change-255 (-100%)
Value$0 (-$32.8K)
Filed 2026-11-02
Bullseye Investment Management, LLC
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$26.9K)
Filed 2026-10-29
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$25.7K)
Filed 2026-11-05
Whipplewood Advisors, LLC
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$21.7K)
Filed 2026-10-20
Newton One Investments LLC
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-14
Sims Investment Management, LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-13
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$4.0K)
Filed 2026-11-05
Strategic Advocates LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-03
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-23
Evolution Advisers, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 ($0)
Filed 2026-11-06
Islay Capital Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$129)
Filed 2026-10-20
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$489.3K (+$56.6K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$352.8K (+$82.8K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 226,999,837
Change-226,999,837 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 161,323,174
Change-161,323,174 (-100%)
Value—
State Street Corp
N/A
Shares— from 120,413,256
Change-120,413,256 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 86,249,283
Change-86,249,283 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 67,738,969
Change-67,738,969 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 54,365,289
Change-54,365,289 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 48,641,158
Change-48,641,158 (-100%)
Value—
FMR LLC
N/A
Shares— from 45,440,355
Change-45,440,355 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 43,886,420
Change-43,886,420 (-100%)
Value—
Norges Bank
N/A
Shares— from 36,983,784
Change-36,983,784 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 30,535,208
Change-30,535,208 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 26,275,718
Change-26,275,718 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,075,139
Change-22,075,139 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 19,548,585
Change-19,548,585 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 19,547,171
Change-19,547,171 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 18,873,343
Change-18,873,343 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 18,611,171
Change-18,611,171 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 18,518,796
Change-18,518,796 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 17,387,435
Change-17,387,435 (-100%)
Value—
Capital International Investors
N/A
Shares— from 15,386,689
Change-15,386,689 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,293,086
Change-14,293,086 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 13,869,309
Change-13,869,309 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 13,794,969
Change-13,794,969 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,744,783
Change-13,744,783 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 13,131,942
Change-13,131,942 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 12,073,109
Change-12,073,109 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,658,434
Change-11,658,434 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,662,399
Change-9,662,399 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,169,394
Change-8,169,394 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 8,134,262
Change-8,134,262 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,734,965
Change-7,734,965 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 7,331,418
Change-7,331,418 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 6,973,251
Change-6,973,251 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 6,785,008
Change-6,785,008 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 6,578,570
Change-6,578,570 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 6,484,756
Change-6,484,756 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,236,773
Change-6,236,773 (-100%)
Value—
National Pension Service
N/A
Shares— from 5,791,782
Change-5,791,782 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 5,593,255
Change-5,593,255 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,565,728
Change-5,565,728 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,512,538
Change-5,512,538 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 5,398,744
Change-5,398,744 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 4,865,967
Change-4,865,967 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 4,708,599
Change-4,708,599 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 4,448,107
Change-4,448,107 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 4,176,604
Change-4,176,604 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 4,143,885
Change-4,143,885 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,996,890
Change-3,996,890 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 3,966,523
Change-3,966,523 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,901,539
Change-3,901,539 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 3,845,071
Change-3,845,071 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,809,518
Change-3,809,518 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 3,787,976
Change-3,787,976 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 3,772,142
Change-3,772,142 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 3,695,329
Change-3,695,329 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,679,920
Change-3,679,920 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,533,955
Change-3,533,955 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 3,503,750
Change-3,503,750 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,364,831
Change-3,364,831 (-100%)
Value—
Aviva PLC
N/A
Shares— from 3,264,106
Change-3,264,106 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,130,937
Change-3,130,937 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,072,242
Change-3,072,242 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 2,987,037
Change-2,987,037 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,909,819
Change-2,909,819 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,857,628
Change-2,857,628 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,852,266
Change-2,852,266 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,816,256
Change-2,816,256 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,781,786
Change-2,781,786 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,738,023
Change-2,738,023 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 2,728,958
Change-2,728,958 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,591,856
Change-2,591,856 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,581,691
Change-2,581,691 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,548,737
Change-2,548,737 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 2,480,590
Change-2,480,590 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,455,664
Change-2,455,664 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,433,801
Change-2,433,801 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,334,726
Change-2,334,726 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 2,259,422
Change-2,259,422 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 2,191,725
Change-2,191,725 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 2,152,022
Change-2,152,022 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 2,140,853
Change-2,140,853 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,073,176
Change-2,073,176 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,054,383
Change-2,054,383 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 2,030,023
Change-2,030,023 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 2,016,795
Change-2,016,795 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 1,959,794
Change-1,959,794 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,933,667
Change-1,933,667 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,925,013
Change-1,925,013 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,913,536
Change-1,913,536 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,912,337
Change-1,912,337 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 1,910,947
Change-1,910,947 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,861,405
Change-1,861,405 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,848,360
Change-1,848,360 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,843,591
Change-1,843,591 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,776,387
Change-1,776,387 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,727,562
Change-1,727,562 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,713,402
Change-1,713,402 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,685,911
Change-1,685,911 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,664,909
Change-1,664,909 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,655,632
Change-1,655,632 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,567,712
Change-1,567,712 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,523,212
Change-1,523,212 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,506,793
Change-1,506,793 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,482,295
Change-1,482,295 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,468,613
Change-1,468,613 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,447,507
Change-1,447,507 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,434,057
Change-1,434,057 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 1,431,324
Change-1,431,324 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,375,512
Change-1,375,512 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,370,439
Change-1,370,439 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,365,877
Change-1,365,877 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,326,149
Change-1,326,149 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,318,963
Change-1,318,963 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,277,070
Change-1,277,070 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,263,127
Change-1,263,127 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,244,906
Change-1,244,906 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,238,538
Change-1,238,538 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,229,081
Change-1,229,081 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,222,498
Change-1,222,498 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,124,149
Change-1,124,149 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,121,026
Change-1,121,026 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,111,866
Change-1,111,866 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,087,644
Change-1,087,644 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,080,415
Change-1,080,415 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,064,683
Change-1,064,683 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 1,063,660
Change-1,063,660 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 1,055,302
Change-1,055,302 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 1,050,056
Change-1,050,056 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,044,210
Change-1,044,210 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,009,058
Change-1,009,058 (-100%)
Value—
Man Group plc
N/A
Shares— from 990,469
Change-990,469 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 978,914
Change-978,914 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 954,932
Change-954,932 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 932,100
Change-932,100 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 926,670
Change-926,670 (-100%)
Value—
Blair William & Co
N/A
Shares— from 920,715
Change-920,715 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 917,223
Change-917,223 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 909,676
Change-909,676 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 900,152
Change-900,152 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 896,527
Change-896,527 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 890,015
Change-890,015 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 849,379
Change-849,379 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 845,538
Change-845,538 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 845,459
Change-845,459 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 830,507
Change-830,507 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 811,080
Change-811,080 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 805,085
Change-805,085 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 799,214
Change-799,214 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 798,673
Change-798,673 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 798,048
Change-798,048 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 793,749
Change-793,749 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 786,562
Change-786,562 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 752,788
Change-752,788 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 730,035
Change-730,035 (-100%)
Value—
ING Groep NV
N/A
Shares— from 717,830
Change-717,830 (-100%)
Value—
FIL Ltd
N/A
Shares— from 678,957
Change-678,957 (-100%)
Value—
Orbimed Advisors LLC
N/A
Shares— from 663,400
Change-663,400 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 652,471
Change-652,471 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 642,053
Change-642,053 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 631,197
Change-631,197 (-100%)
Value—
Boston Partners
N/A
Shares— from 629,240
Change-629,240 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 628,000
Change-628,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 608,608
Change-608,608 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 599,421
Change-599,421 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 592,471
Change-592,471 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 592,151
Change-592,151 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 576,918
Change-576,918 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 571,730
Change-571,730 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 571,075
Change-571,075 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 565,755
Change-565,755 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 565,690
Change-565,690 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 565,110
Change-565,110 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 563,132
Change-563,132 (-100%)
Value—
&partners
N/A
Shares— from 562,388
Change-562,388 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 561,302
Change-561,302 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 557,332
Change-557,332 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 547,569
Change-547,569 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 546,486
Change-546,486 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 535,502
Change-535,502 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 528,937
Change-528,937 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 520,333
Change-520,333 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 517,240
Change-517,240 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 514,231
Change-514,231 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 509,542
Change-509,542 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 495,800
Change-495,800 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 487,735
Change-487,735 (-100%)
Value—
SRB Corp
N/A
Shares— from 463,298
Change-463,298 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 455,515
Change-455,515 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 454,397
Change-454,397 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 447,832
Change-447,832 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 447,246
Change-447,246 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 444,129
Change-444,129 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 440,465
Change-440,465 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 432,343
Change-432,343 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 428,993
Change-428,993 (-100%)
Value—
S&CO Inc
N/A
Shares— from 425,528
Change-425,528 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 425,518
Change-425,518 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 410,682
Change-410,682 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 402,649
Change-402,649 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 401,189
Change-401,189 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 399,582
Change-399,582 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 399,574
Change-399,574 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 393,429
Change-393,429 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 393,305
Change-393,305 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 392,950
Change-392,950 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 391,031
Change-391,031 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 389,285
Change-389,285 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 386,735
Change-386,735 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 380,217
Change-380,217 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 380,081
Change-380,081 (-100%)
Value—
Distillate Capital Partners LLC
N/A
Shares— from 377,115
Change-377,115 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 375,627
Change-375,627 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 375,369
Change-375,369 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 371,133
Change-371,133 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 370,904
Change-370,904 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 370,664
Change-370,664 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 370,246
Change-370,246 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 369,659
Change-369,659 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 368,247
Change-368,247 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 366,500
Change-366,500 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 363,066
Change-363,066 (-100%)
Value—
Integral Health Asset Management, LLC
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 349,782
Change-349,782 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 346,193
Change-346,193 (-100%)
Value—
Prudential PLC
N/A
Shares— from 344,478
Change-344,478 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 336,267
Change-336,267 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 331,836
Change-331,836 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 324,931
Change-324,931 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 318,918
Change-318,918 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 317,659
Change-317,659 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 313,830
Change-313,830 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 311,108
Change-311,108 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 306,379
Change-306,379 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 298,766
Change-298,766 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 295,607
Change-295,607 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 295,499
Change-295,499 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 292,589
Change-292,589 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 292,117
Change-292,117 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 291,325
Change-291,325 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 291,282
Change-291,282 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 291,028
Change-291,028 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 288,700
Change-288,700 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 287,164
Change-287,164 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 282,635
Change-282,635 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 282,377
Change-282,377 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 276,725
Change-276,725 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 276,423
Change-276,423 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 274,795
Change-274,795 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 274,491
Change-274,491 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 273,534
Change-273,534 (-100%)
Value—
Stephens Inc
N/A
Shares— from 272,973
Change-272,973 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 272,415
Change-272,415 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 271,475
Change-271,475 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 268,226
Change-268,226 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 266,566
Change-266,566 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 262,453
Change-262,453 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 260,892
Change-260,892 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 260,499
Change-260,499 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 257,653
Change-257,653 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 256,668
Change-256,668 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 254,789
Change-254,789 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 253,643
Change-253,643 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 250,026
Change-250,026 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 248,349
Change-248,349 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 247,017
Change-247,017 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 236,353
Change-236,353 (-100%)
Value—
Allstate Corp
N/A
Shares— from 225,796
Change-225,796 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 224,529
Change-224,529 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 223,496
Change-223,496 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 218,182
Change-218,182 (-100%)
Value—
Sector Gamma AS
N/A
Shares— from 217,008
Change-217,008 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 215,121
Change-215,121 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 214,753
Change-214,753 (-100%)
Value—
Rhenman & Partners Asset Management AB
N/A
Shares— from 213,500
Change-213,500 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 211,077
Change-211,077 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 207,542
Change-207,542 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 205,618
Change-205,618 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 205,251
Change-205,251 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 204,960
Change-204,960 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 204,194
Change-204,194 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 203,973
Change-203,973 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 201,987
Change-201,987 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 201,087
Change-201,087 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 199,000
Change-199,000 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 198,763
Change-198,763 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 198,276
Change-198,276 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 197,643
Change-197,643 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 193,359
Change-193,359 (-100%)
Value—
Atle Fund Management AB
N/A
Shares— from 189,357
Change-189,357 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 187,606
Change-187,606 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 185,895
Change-185,895 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 179,799
Change-179,799 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 179,565
Change-179,565 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 179,429
Change-179,429 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 176,857
Change-176,857 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 176,844
Change-176,844 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 176,636
Change-176,636 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 175,764
Change-175,764 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 173,781
Change-173,781 (-100%)
Value—
Fairfax Financial Holdings LTD/ CAN
N/A
Shares— from 172,900
Change-172,900 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 172,654
Change-172,654 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 172,406
Change-172,406 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 171,084
Change-171,084 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 169,726
Change-169,726 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 168,857
Change-168,857 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 166,665
Change-166,665 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 160,540
Change-160,540 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 158,976
Change-158,976 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 158,760
Change-158,760 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 156,894
Change-156,894 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 155,898
Change-155,898 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 155,292
Change-155,292 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 154,124
Change-154,124 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 153,789
Change-153,789 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 152,112
Change-152,112 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 150,456
Change-150,456 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 149,977
Change-149,977 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 149,092
Change-149,092 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 148,656
Change-148,656 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 147,382
Change-147,382 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 147,259
Change-147,259 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 146,931
Change-146,931 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 145,428
Change-145,428 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 145,291
Change-145,291 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 144,979
Change-144,979 (-100%)
Value—
Mirova
N/A
Shares— from 144,550
Change-144,550 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 144,486
Change-144,486 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 143,985
Change-143,985 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 142,780
Change-142,780 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 142,059
Change-142,059 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 140,968
Change-140,968 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 136,228
Change-136,228 (-100%)
Value—
Dodge & COX
N/A
Shares— from 135,750
Change-135,750 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 132,292
Change-132,292 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 132,230
Change-132,230 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 131,371
Change-131,371 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 129,218
Change-129,218 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 128,068
Change-128,068 (-100%)
Value—
PFM Health Sciences, LP
N/A
Shares— from 127,118
Change-127,118 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 126,723
Change-126,723 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 125,805
Change-125,805 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 123,237
Change-123,237 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 123,043
Change-123,043 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 122,881
Change-122,881 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 120,404
Change-120,404 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 119,842
Change-119,842 (-100%)
Value—
EFG International AG
N/A
Shares— from 119,627
Change-119,627 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 118,272
Change-118,272 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 117,597
Change-117,597 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 117,498
Change-117,498 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 117,172
Change-117,172 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 117,047
Change-117,047 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 116,389
Change-116,389 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 116,081
Change-116,081 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 115,776
Change-115,776 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 115,340
Change-115,340 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 113,760
Change-113,760 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 113,061
Change-113,061 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 113,005
Change-113,005 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 112,297
Change-112,297 (-100%)
Value—
Allianz SE
N/A
Shares— from 112,208
Change-112,208 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 111,985
Change-111,985 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 111,388
Change-111,388 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 110,202
Change-110,202 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 108,575
Change-108,575 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 107,070
Change-107,070 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 105,500
Change-105,500 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 105,147
Change-105,147 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 103,681
Change-103,681 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 103,159
Change-103,159 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 102,748
Change-102,748 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 102,719
Change-102,719 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 102,689
Change-102,689 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 102,602
Change-102,602 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 100,180
Change-100,180 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 99,815
Change-99,815 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 98,070
Change-98,070 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 97,454
Change-97,454 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 96,811
Change-96,811 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 96,633
Change-96,633 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 96,505
Change-96,505 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 95,255
Change-95,255 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 95,113
Change-95,113 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 94,863
Change-94,863 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 94,736
Change-94,736 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 93,774
Change-93,774 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 93,533
Change-93,533 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 93,431
Change-93,431 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 92,939
Change-92,939 (-100%)
Value—
Ossiam
N/A
Shares— from 91,787
Change-91,787 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 91,716
Change-91,716 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 91,089
Change-91,089 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 90,995
Change-90,995 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 89,259
Change-89,259 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 88,204
Change-88,204 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 87,246
Change-87,246 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 87,017
Change-87,017 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 86,966
Change-86,966 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 86,579
Change-86,579 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 86,089
Change-86,089 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 84,905
Change-84,905 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 84,891
Change-84,891 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 84,812
Change-84,812 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 82,574
Change-82,574 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 80,440
Change-80,440 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 79,847
Change-79,847 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 79,617
Change-79,617 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 79,544
Change-79,544 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 79,532
Change-79,532 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 79,187
Change-79,187 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 79,080
Change-79,080 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 78,760
Change-78,760 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 78,606
Change-78,606 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 77,843
Change-77,843 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 77,831
Change-77,831 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 75,165
Change-75,165 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 75,099
Change-75,099 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 75,023
Change-75,023 (-100%)
Value—
BNP Paribas
N/A
Shares— from 74,751
Change-74,751 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 74,733
Change-74,733 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 74,388
Change-74,388 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 73,618
Change-73,618 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 72,897
Change-72,897 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 72,721
Change-72,721 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 72,378
Change-72,378 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 72,201
Change-72,201 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 71,755
Change-71,755 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 71,350
Change-71,350 (-100%)
Value—
Simmons Bank
N/A
Shares— from 70,419
Change-70,419 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 70,065
Change-70,065 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 68,952
Change-68,952 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 67,374
Change-67,374 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 67,060
Change-67,060 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 66,636
Change-66,636 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 66,283
Change-66,283 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 65,845
Change-65,845 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 65,773
Change-65,773 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 65,711
Change-65,711 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 65,130
Change-65,130 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 65,109
Change-65,109 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 64,900
Change-64,900 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 64,818
Change-64,818 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 64,634
Change-64,634 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 64,183
Change-64,183 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 64,144
Change-64,144 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 63,436
Change-63,436 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 63,344
Change-63,344 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 63,316
Change-63,316 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 63,047
Change-63,047 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 62,788
Change-62,788 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 62,672
Change-62,672 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 62,572
Change-62,572 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 62,478
Change-62,478 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 62,295
Change-62,295 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 62,293
Change-62,293 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 62,078
Change-62,078 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 62,066
Change-62,066 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 61,874
Change-61,874 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 61,840
Change-61,840 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 61,354
Change-61,354 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 59,809
Change-59,809 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 59,640
Change-59,640 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 58,877
Change-58,877 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 58,713
Change-58,713 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 58,600
Change-58,600 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 58,514
Change-58,514 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 58,507
Change-58,507 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 57,459
Change-57,459 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 57,439
Change-57,439 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 57,265
Change-57,265 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 56,625
Change-56,625 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 56,105
Change-56,105 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 56,028
Change-56,028 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 55,363
Change-55,363 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 55,048
Change-55,048 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 54,242
Change-54,242 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 54,135
Change-54,135 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 53,638
Change-53,638 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 53,406
Change-53,406 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 53,297
Change-53,297 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 53,092
Change-53,092 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 52,971
Change-52,971 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 52,551
Change-52,551 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 52,463
Change-52,463 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 52,089
Change-52,089 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 51,984
Change-51,984 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 51,693
Change-51,693 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 51,519
Change-51,519 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 50,511
Change-50,511 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 50,298
Change-50,298 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 50,297
Change-50,297 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 50,031
Change-50,031 (-100%)
Value—
Soleus Capital Management, L.P.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 49,430
Change-49,430 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 49,398
Change-49,398 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 48,990
Change-48,990 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 48,625
Change-48,625 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 47,347
Change-47,347 (-100%)
Value—
Motco
N/A
Shares— from 47,221
Change-47,221 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 47,166
Change-47,166 (-100%)
Value—
Artia Global Partners LP
N/A
Shares— from 46,700
Change-46,700 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 46,500
Change-46,500 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 46,280
Change-46,280 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 46,232
Change-46,232 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 45,144
Change-45,144 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 44,633
Change-44,633 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 44,625
Change-44,625 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 44,438
Change-44,438 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 44,274
Change-44,274 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 44,059
Change-44,059 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 44,031
Change-44,031 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 44,030
Change-44,030 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 43,770
Change-43,770 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 43,241
Change-43,241 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 43,212
Change-43,212 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 43,081
Change-43,081 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 42,746
Change-42,746 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 42,496
Change-42,496 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 42,411
Change-42,411 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 41,797
Change-41,797 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 41,794
Change-41,794 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 41,721
Change-41,721 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 40,649
Change-40,649 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 40,582
Change-40,582 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 40,446
Change-40,446 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 40,366
Change-40,366 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 40,221
Change-40,221 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 40,005
Change-40,005 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 39,979
Change-39,979 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 39,522
Change-39,522 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 39,299
Change-39,299 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 39,005
Change-39,005 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 38,915
Change-38,915 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 38,494
Change-38,494 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 38,353
Change-38,353 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 38,282
Change-38,282 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 38,096
Change-38,096 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 38,087
Change-38,087 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 38,001
Change-38,001 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 37,782
Change-37,782 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 37,505
Change-37,505 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 37,333
Change-37,333 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 37,325
Change-37,325 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 37,313
Change-37,313 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 37,050
Change-37,050 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 37,010
Change-37,010 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 37,007
Change-37,007 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 36,633
Change-36,633 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 36,409
Change-36,409 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 36,360
Change-36,360 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 36,249
Change-36,249 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 36,076
Change-36,076 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 35,820
Change-35,820 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 35,700
Change-35,700 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 35,490
Change-35,490 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 35,317
Change-35,317 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 35,180
Change-35,180 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 34,870
Change-34,870 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 34,852
Change-34,852 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 34,718
Change-34,718 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 34,626
Change-34,626 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 34,217
Change-34,217 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 34,201
Change-34,201 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 34,092
Change-34,092 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 33,485
Change-33,485 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 33,068
Change-33,068 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 32,843
Change-32,843 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 32,731
Change-32,731 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 32,500
Change-32,500 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 32,419
Change-32,419 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 32,254
Change-32,254 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 31,930
Change-31,930 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 31,663
Change-31,663 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 31,358
Change-31,358 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 31,131
Change-31,131 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 31,066
Change-31,066 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 30,948
Change-30,948 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 30,874
Change-30,874 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 30,800
Change-30,800 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 30,259
Change-30,259 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 30,254
Change-30,254 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 29,970
Change-29,970 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 29,864
Change-29,864 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 29,611
Change-29,611 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 29,582
Change-29,582 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 29,485
Change-29,485 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 29,479
Change-29,479 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 29,362
Change-29,362 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 29,310
Change-29,310 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 29,265
Change-29,265 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 29,248
Change-29,248 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 29,071
Change-29,071 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 29,013
Change-29,013 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 28,996
Change-28,996 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 28,939
Change-28,939 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 28,921
Change-28,921 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 28,505
Change-28,505 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 28,243
Change-28,243 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 28,212
Change-28,212 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 28,151
Change-28,151 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 28,130
Change-28,130 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 28,084
Change-28,084 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 27,952
Change-27,952 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 27,704
Change-27,704 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 27,611
Change-27,611 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 27,592
Change-27,592 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 27,527
Change-27,527 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 27,502
Change-27,502 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 27,308
Change-27,308 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 27,275
Change-27,275 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 27,275
Change-27,275 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 27,200
Change-27,200 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 27,182
Change-27,182 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 27,158
Change-27,158 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 26,862
Change-26,862 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 26,833
Change-26,833 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 26,382
Change-26,382 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 26,367
Change-26,367 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 26,324
Change-26,324 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 26,283
Change-26,283 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 26,258
Change-26,258 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 26,244
Change-26,244 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 25,863
Change-25,863 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 25,811
Change-25,811 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 25,697
Change-25,697 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 25,603
Change-25,603 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 25,523
Change-25,523 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 25,369
Change-25,369 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 25,293
Change-25,293 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 25,250
Change-25,250 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 25,027
Change-25,027 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 24,975
Change-24,975 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 24,837
Change-24,837 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 24,744
Change-24,744 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 24,547
Change-24,547 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 24,429
Change-24,429 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 24,202
Change-24,202 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 24,188
Change-24,188 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 24,081
Change-24,081 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 24,059
Change-24,059 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 24,004
Change-24,004 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 23,976
Change-23,976 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 23,933
Change-23,933 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 23,926
Change-23,926 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 23,912
Change-23,912 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 23,905
Change-23,905 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 23,852
Change-23,852 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 23,810
Change-23,810 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 23,786
Change-23,786 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 23,750
Change-23,750 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 23,668
Change-23,668 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 23,586
Change-23,586 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 23,571
Change-23,571 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 23,515
Change-23,515 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 23,506
Change-23,506 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 23,484
Change-23,484 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 22,968
Change-22,968 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 22,700
Change-22,700 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 22,563
Change-22,563 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 22,465
Change-22,465 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 22,442
Change-22,442 (-100%)
Value—
CNB Bank
N/A
Shares— from 22,166
Change-22,166 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 22,154
Change-22,154 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 22,128
Change-22,128 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 22,055
Change-22,055 (-100%)
Value—
Bamco Inc
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 21,998
Change-21,998 (-100%)
Value—
Bank OZK
N/A
Shares— from 21,993
Change-21,993 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 21,770
Change-21,770 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 21,587
Change-21,587 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 21,535
Change-21,535 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 21,480
Change-21,480 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 21,402
Change-21,402 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 21,390
Change-21,390 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 21,357
Change-21,357 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 21,349
Change-21,349 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 21,201
Change-21,201 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 21,141
Change-21,141 (-100%)
Value—
Nwam LLC
N/A
Shares— from 20,971
Change-20,971 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 20,902
Change-20,902 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 20,842
Change-20,842 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 20,685
Change-20,685 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 20,561
Change-20,561 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 20,553
Change-20,553 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 20,497
Change-20,497 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 20,458
Change-20,458 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 20,408
Change-20,408 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 20,383
Change-20,383 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 20,163
Change-20,163 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 20,120
Change-20,120 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 20,102
Change-20,102 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 20,088
Change-20,088 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 20,063
Change-20,063 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 20,013
Change-20,013 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 19,960
Change-19,960 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 19,798
Change-19,798 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 19,689
Change-19,689 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 19,305
Change-19,305 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 19,213
Change-19,213 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 19,140
Change-19,140 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 19,053
Change-19,053 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 19,053
Change-19,053 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 18,927
Change-18,927 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 18,756
Change-18,756 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 18,735
Change-18,735 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 18,619
Change-18,619 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 18,602
Change-18,602 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 18,468
Change-18,468 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 18,441
Change-18,441 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 18,314
Change-18,314 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 17,958
Change-17,958 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 17,931
Change-17,931 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 17,671
Change-17,671 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 17,635
Change-17,635 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 17,615
Change-17,615 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 17,580
Change-17,580 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 17,577
Change-17,577 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 17,441
Change-17,441 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 17,432
Change-17,432 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 17,353
Change-17,353 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 17,254
Change-17,254 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 17,037
Change-17,037 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 16,940
Change-16,940 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 16,868
Change-16,868 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 16,835
Change-16,835 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 16,605
Change-16,605 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 16,440
Change-16,440 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 16,370
Change-16,370 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 16,352
Change-16,352 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 16,326
Change-16,326 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 16,296
Change-16,296 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 16,140
Change-16,140 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 16,086
Change-16,086 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 16,084
Change-16,084 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 15,999
Change-15,999 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 15,985
Change-15,985 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 15,983
Change-15,983 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 15,847
Change-15,847 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 15,685
Change-15,685 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 15,653
Change-15,653 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 15,632
Change-15,632 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 15,623
Change-15,623 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 15,581
Change-15,581 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 15,578
Change-15,578 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 15,539
Change-15,539 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 15,535
Change-15,535 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 15,528
Change-15,528 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 15,260
Change-15,260 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 15,221
Change-15,221 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 15,028
Change-15,028 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 15,024
Change-15,024 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 14,867
Change-14,867 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 14,833
Change-14,833 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 14,789
Change-14,789 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 14,779
Change-14,779 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 14,769
Change-14,769 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 14,746
Change-14,746 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 14,635
Change-14,635 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 14,510
Change-14,510 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 14,495
Change-14,495 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 14,481
Change-14,481 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 14,305
Change-14,305 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 14,225
Change-14,225 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 14,128
Change-14,128 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 13,988
Change-13,988 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 13,953
Change-13,953 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 13,832
Change-13,832 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 13,829
Change-13,829 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 13,790
Change-13,790 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 13,759
Change-13,759 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 13,563
Change-13,563 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 13,420
Change-13,420 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 13,397
Change-13,397 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 13,315
Change-13,315 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 13,249
Change-13,249 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 13,218
Change-13,218 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 13,061
Change-13,061 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 13,034
Change-13,034 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12,974
Change-12,974 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 12,908
Change-12,908 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 12,880
Change-12,880 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 12,879
Change-12,879 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 12,825
Change-12,825 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 12,785
Change-12,785 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 12,775
Change-12,775 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 12,738
Change-12,738 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 12,706
Change-12,706 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 12,703
Change-12,703 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 12,629
Change-12,629 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 12,598
Change-12,598 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 12,549
Change-12,549 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 12,533
Change-12,533 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 12,334
Change-12,334 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 12,263
Change-12,263 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 12,210
Change-12,210 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 12,190
Change-12,190 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 12,139
Change-12,139 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 12,116
Change-12,116 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 12,006
Change-12,006 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 11,973
Change-11,973 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 11,969
Change-11,969 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 11,944
Change-11,944 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 11,940
Change-11,940 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,912
Change-11,912 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,907
Change-11,907 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 11,904
Change-11,904 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 11,886
Change-11,886 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 11,833
Change-11,833 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 11,831
Change-11,831 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 11,735
Change-11,735 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 11,611
Change-11,611 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 11,571
Change-11,571 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 11,438
Change-11,438 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 11,423
Change-11,423 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 11,402
Change-11,402 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 11,374
Change-11,374 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 11,273
Change-11,273 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 11,210
Change-11,210 (-100%)
Value—
Rogco, LP
N/A
Shares— from 11,143
Change-11,143 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 11,069
Change-11,069 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 11,035
Change-11,035 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 10,997
Change-10,997 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 10,993
Change-10,993 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 10,981
Change-10,981 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 10,979
Change-10,979 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 10,952
Change-10,952 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 10,904
Change-10,904 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 10,808
Change-10,808 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 10,741
Change-10,741 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 10,637
Change-10,637 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 10,622
Change-10,622 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 10,569
Change-10,569 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 10,490
Change-10,490 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 10,464
Change-10,464 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 10,391
Change-10,391 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,347
Change-10,347 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 10,346
Change-10,346 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 10,312
Change-10,312 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 10,222
Change-10,222 (-100%)
Value—
CSS LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 10,184
Change-10,184 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 10,162
Change-10,162 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 10,131
Change-10,131 (-100%)
Value—
First Washington Corp
N/A
Shares— from 10,130
Change-10,130 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 10,047
Change-10,047 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 9,901
Change-9,901 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 9,878
Change-9,878 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 9,841
Change-9,841 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 9,826
Change-9,826 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 9,821
Change-9,821 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 9,815
Change-9,815 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 9,767
Change-9,767 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 9,736
Change-9,736 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,693
Change-9,693 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 9,663
Change-9,663 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 9,608
Change-9,608 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 9,585
Change-9,585 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,556
Change-9,556 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,528
Change-9,528 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 9,465
Change-9,465 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 9,435
Change-9,435 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 9,417
Change-9,417 (-100%)
Value—
Optas, LLC
N/A
Shares— from 9,402
Change-9,402 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 9,353
Change-9,353 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 9,329
Change-9,329 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 9,312
Change-9,312 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 9,312
Change-9,312 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 9,303
Change-9,303 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 9,275
Change-9,275 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 9,241
Change-9,241 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 9,210
Change-9,210 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 9,164
Change-9,164 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 9,159
Change-9,159 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 9,139
Change-9,139 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 8,968
Change-8,968 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 8,956
Change-8,956 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 8,956
Change-8,956 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 8,937
Change-8,937 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 8,934
Change-8,934 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 8,886
Change-8,886 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 8,877
Change-8,877 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 8,861
Change-8,861 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 8,812
Change-8,812 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,797
Change-8,797 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 8,782
Change-8,782 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 8,728
Change-8,728 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 8,689
Change-8,689 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 8,658
Change-8,658 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 8,583
Change-8,583 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 8,551
Change-8,551 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 8,518
Change-8,518 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 8,433
Change-8,433 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 8,418
Change-8,418 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,364
Change-8,364 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 8,338
Change-8,338 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 8,336
Change-8,336 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 8,309
Change-8,309 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 8,298
Change-8,298 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 8,294
Change-8,294 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 8,223
Change-8,223 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,218
Change-8,218 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 8,197
Change-8,197 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 8,165
Change-8,165 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 8,104
Change-8,104 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 8,077
Change-8,077 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 7,948
Change-7,948 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 7,922
Change-7,922 (-100%)
Value—
Ames National Corp
N/A
Shares— from 7,854
Change-7,854 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 7,849
Change-7,849 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 7,836
Change-7,836 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 7,753
Change-7,753 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 7,741
Change-7,741 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 7,714
Change-7,714 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 7,648
Change-7,648 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 7,641
Change-7,641 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 7,598
Change-7,598 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 7,576
Change-7,576 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 7,534
Change-7,534 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 7,486
Change-7,486 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 7,473
Change-7,473 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 7,342
Change-7,342 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 7,331
Change-7,331 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 7,277
Change-7,277 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 7,247
Change-7,247 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 7,185
Change-7,185 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 7,172
Change-7,172 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 7,156
Change-7,156 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 7,143
Change-7,143 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 7,081
Change-7,081 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 7,055
Change-7,055 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 7,054
Change-7,054 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 7,052
Change-7,052 (-100%)
Value—
Centennial Bank
N/A
Shares— from 7,051
Change-7,051 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 6,993
Change-6,993 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 6,967
Change-6,967 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,964
Change-6,964 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 6,964
Change-6,964 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,962
Change-6,962 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 6,960
Change-6,960 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 6,824
Change-6,824 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 6,799
Change-6,799 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,781
Change-6,781 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 6,694
Change-6,694 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 6,685
Change-6,685 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 6,492
Change-6,492 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 6,488
Change-6,488 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 6,460
Change-6,460 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 6,406
Change-6,406 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 6,394
Change-6,394 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 6,333
Change-6,333 (-100%)
Value—
Summitry LLC
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 6,257
Change-6,257 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 6,241
Change-6,241 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 5,714
Change-5,714 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 5,659
Change-5,659 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Bank of Marin
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 5,494
Change-5,494 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 5,455
Change-5,455 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,407
Change-5,407 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,358
Change-5,358 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 5,341
Change-5,341 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 5,318
Change-5,318 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 5,299
Change-5,299 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 5,263
Change-5,263 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 5,216
Change-5,216 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 5,018
Change-5,018 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 5,013
Change-5,013 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,981
Change-4,981 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
Members Trust Co
N/A
Shares— from 4,917
Change-4,917 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 4,866
Change-4,866 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 4,857
Change-4,857 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 4,833
Change-4,833 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 4,813
Change-4,813 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
United Bank
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
FCA Corp
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 4,503
Change-4,503 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 4,449
Change-4,449 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 4,437
Change-4,437 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 4,322
Change-4,322 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 4,287
Change-4,287 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 4,183
Change-4,183 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 4,049
Change-4,049 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 4,043
Change-4,043 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 3,993
Change-3,993 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 3,876
Change-3,876 (-100%)
Value—
American Trust
N/A
Shares— from 3,865
Change-3,865 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,821
Change-3,821 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,719
Change-3,719 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 3,533
Change-3,533 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 3,473
Change-3,473 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 3,373
Change-3,373 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 3,171
Change-3,171 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 3,005
Change-3,005 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,974
Change-2,974 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 2,735
Change-2,735 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,611
Change-2,611 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,043
Change-1,043 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 980
Change-980 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 939
Change-939 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 929
Change-929 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 876
Change-876 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Toews Corp
N/A
Shares— from 782
Change-782 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 714
Change-714 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 635
Change-635 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 478
Change-478 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 466
Change-466 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 449
Change-449 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 407
Change-407 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 393
Change-393 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 283
Change-283 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 251
Change-251 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 235
Change-235 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 172
Change-172 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 139
Change-139 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 135
Change-135 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 131
Change-131 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 121
Change-121 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 119
Change-119 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 49
Change-49 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 24
Change-24 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Quarry LP
N/A
Shares— from 4
Change-4 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1
Change-1 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED61,565,70260,744,214+821,488+1%$7.8B$8.9B+$1.1B2026-11-06
Fisher Asset Management, LLC
INCREASED41,699,43238,516,263+3,183,169+8%$4.9B$6.1B+$1.1B2026-11-06
Bank of New York Mellon Corp
DECREASED18,234,90118,340,173-105,272-1%$2.4B$2.6B+$293.0M2026-11-05
Dimensional Fund Advisors LP
DECREASED16,273,58817,486,486-1,212,898-7%$2.2B$2.4B+$118.1M2026-11-04
Amundi
INCREASED14,942,86512,342,274+2,600,591+21%$1.6B$2.2B+$585.4M2026-11-06
Deutsche Bank Ag\
INCREASED13,056,48311,964,180+1,092,303+9%$1.5B$1.9B+$359.8M2026-11-06
PNC Financial Services Group, Inc.
DECREASED7,238,8487,286,803-47,955-1%$936.4M$1.1B+$115.5M2026-11-06
Swedbank AB
INCREASED7,092,8136,360,649+732,164+12%$817.3M$1.0B+$213.3M2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED6,549,0876,184,340+364,747+6%$794.6M$951.6M+$157.0M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED5,979,0416,169,107-190,066-3%$792.7M$868.8M+$76.1M2026-10-29
DekaBank Deutsche Girozentrale
INCREASED5,901,0035,427,912+473,091+9%$638.7K$879.5K+$240.8K2026-10-27
LSV Asset Management
DECREASED5,077,4735,299,408-221,935-4%$681.0M$737.8K-$680.2M2026-11-06
Barclays PLC
DECREASED4,993,0976,793,897-1,800,800-27%$873.0M$725.5M-$147.5M2026-11-06
Principal Financial Group Inc
INCREASED4,790,4004,751,479+38,921+1%$610.6M$696.1M+$85.5M2026-11-02
Citigroup Inc
INCREASED3,854,1803,614,905+239,275+7%$464.5M$560.1M+$95.5M2026-11-04
LPL Financial LLC
DECREASED3,760,7573,836,733-75,976-2%$493.0M$546.5M+$53.5M2026-11-06
Bank Julius Baer & Co. Ltd, Zurich
DECREASED3,287,7083,729,950-442,242-12%$480.3M$480.5M+$250.0K2026-10-29
Truist Financial Corp
INCREASED2,804,5922,308,510+496,082+21%$296.6M$407.5M+$110.9M2026-10-30
MacKenzie Financial Corp
INCREASED2,664,1052,373,431+290,674+12%$305.0M$387.1M+$82.1M2026-11-02
Thrivent Financial for Lutherans
INCREASED2,640,0532,340,397+299,656+13%$300.7M$383.6K-$300.4M2026-11-05
Smead Capital Management, Inc.
DECREASED2,305,9162,334,468-28,552-1%$300.0M$335.1M+$35.1M2026-10-16
Robeco Institutional Asset Management B.V.
DECREASED2,254,7392,373,993-119,254-5%$305.1M$327.6M+$22.6M2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED2,224,3452,398,834-174,489-7%$308.7M$325.1M+$16.4M2026-11-06
Russell Investments Group, Ltd.
DECREASED2,165,1662,578,024-412,858-16%$331.9M$316.4M-$15.5M2026-11-06
New York State Teachers Retirement System
DECREASED1,834,3381,919,612-85,274-4%$246.7M$266.5K-$246.4M2026-10-22
Mirae Asset Global Investments Co., Ltd.
DECREASED1,793,1302,033,072-239,942-12%$261.2M$260.6M-$690.0K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED1,778,5011,625,531+152,970+9%$183.5M$232.2M+$48.7M2026-10-13
Alecta Tjanstepension Omsesidigt
UNCHANGED1,640,3001,640,30000%$210.6M$238.4M+$27.8M2026-11-02
Assenagon Asset Management S.A.
DECREASED1,569,9682,702,992-1,133,024-42%$347.3M$228.1M-$119.2M2026-10-15
SEB Asset Management AB
DECREASED1,567,5821,656,056-88,474-5%$212.8M$227.8M+$15.0M2026-11-04
US Bancorp \de\
DECREASED1,546,8601,561,329-14,469-1%$200.6M$224.8M+$24.1M2026-11-05
Great Lakes Advisors, LLC
DECREASED1,514,7601,595,891-81,131-5%$205.1M$220.1M+$15.0M2026-11-06
Fifth Third Bancorp
DECREASED1,483,3941,500,619-17,225-1%$192.8M$215.6M+$22.7M2026-11-05
Candriam S.C.A.
INCREASED1,467,6271,419,478+48,149+3%$182.2M$214.0M+$31.8M2026-11-03
Pictet Asset Management Holding SA
INCREASED1,452,3241,451,505+819+0%$186.5M$211.1M+$24.6M2026-11-03
Creative Planning
INCREASED1,423,0421,354,765+68,277+5%$174.1M$206.8M+$32.7M2026-11-02
PFA Pension, Forsikringsaktieselskab
INCREASED1,395,5021,341,298+54,204+4%$172.4M$202.8M+$30.4M2026-11-06
Asset Management One Co., Ltd.
INCREASED1,392,5931,380,043+12,550+1%$177.3M$202.4M+$25.0M2026-10-27
Regions Financial Corp
DECREASED1,286,1831,304,390-18,207-1%$167.6M$186.9M+$19.3M2026-11-05
Quilter Plc
INCREASED1,194,1721,192,514+1,658+0%$153.2M$173.5M+$20.3M2026-10-21
Beutel, Goodman & Co Ltd.
DECREASED1,188,7022,073,206-884,504-43%$266.4M$172.7K-$266.2M2026-11-04
Cardano Risk Management B.V.
INCREASED1,175,613970,317+205,296+21%$124.7K$170.8K+$46.1K2026-10-20
UniSuper Management Pty Ltd
DECREASED1,162,3521,188,632-26,280-2%$152.7M$168.9M+$16.2M2026-10-26
Aegon Asset Management UK PLC
DECREASED1,132,0691,169,722-37,653-3%$150.3M$164.5M+$14.2M2026-11-04
KBC Group NV
DECREASED1,107,4351,131,286-23,851-2%$145.4M$160.9K-$145.2M2026-10-22
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,090,9901,252,379-161,389-13%$160.9M$158.5M-$2.4M2026-10-15
Commonwealth Equity Services, LLC
DECREASED1,087,0711,149,713-62,642-5%$147.7M$158.0M+$10.2M2026-11-02
Swiss Life Asset Management Ltd
DECREASED1,079,0691,305,364-226,295-17%$167.7M$156.8M-$10.9M2026-11-03
King Luther Capital Management Corp
DECREASED1,074,4311,087,068-12,637-1%$139.7M$156.1M+$16.4M2026-11-05
Lazard Freres Gestion S.A.S.
DECREASED1,049,2811,149,281-100,000-9%$147.7M$152.5K-$147.5M2026-11-03
CIBC Asset Management Inc
DECREASED1,011,6731,155,669-143,996-12%$148.5M$147.0M-$1.5M2026-11-05
Strs Ohio
DECREASED999,3741,058,220-58,846-6%$136.0M$145.2M+$9.2M2026-10-30
Antipodes Partners Ltd
DECREASED904,6741,097,509-192,835-18%$141.0M$131.5M-$9.6M2026-11-05
Munich Reinsurance Co Stock Corp in Munich
DECREASED878,6541,038,236-159,582-15%$133.4M$127.7M-$5.7M2026-10-30
Temasek Holdings (Private) Ltd
INCREASED854,841816,101+38,740+5%$104.9M$124.2M+$19.3M2026-10-28
Keybank National Association
DECREASED833,279847,233-13,954-2%$108.9M$121.1M+$12.2M2026-11-04
J. Safra Sarasin Holding AG
DECREASED815,936987,390-171,454-17%$100.9M$102.1M+$1.2M2026-10-26
Calamos Advisors LLC
INCREASED799,616650,503+149,113+23%$83.6M$116.2M+$32.6M2026-11-02
State of New Jersey Common Pension Fund D
DECREASED797,645799,427-1,7820%$102.7M$115.9M+$13.2M2026-11-05
Compagnie Lombard Odier SCmA
DECREASED757,222790,796-33,574-4%$101.6M$110.0M+$8.4M2026-11-04
Nykredit A/S
INCREASED735,306718,471+16,835+2%$92.3M$106.8M+$14.5M2026-11-06
Mn Services Vermogensbeheer B.V.
INCREASED730,921720,421+10,500+1%$92.6M$106.2K-$92.5M2026-10-08
Sarasin & Partners LLP
DECREASED711,274736,662-25,388-3%$94.7M$103.4M+$8.7M2026-10-13
Bahl & Gaynor LLC
DECREASED710,203742,880-32,677-4%$95.5M$103.2M+$7.7M2026-11-05
Czech National Bank
INCREASED708,878703,007+5,871+1%$90.3M$103.0M+$12.7M2026-10-13
Midwest Trust Co
DECREASED697,609738,473-40,864-6%$94.9M$101.4M+$6.5M2026-10-22
Arizona State Retirement System
INCREASED695,157686,042+9,115+1%$88.2M$101.0M+$12.9M2026-11-03
State of Michigan Retirement System
DECREASED650,890663,390-12,500-2%$85.2M$94.6M+$9.3M2026-10-27
Cacti Asset Management LLC
DECREASED644,977645,299-3220%$82.9M$96.3M+$13.4M2026-10-01
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED629,819694,815-64,996-9%$89.3M$91.5M+$2.2M2026-10-20
Nisa Investment Advisors, LLC
DECREASED628,453649,381-20,928-3%$84.0M$91.9M+$7.9M2026-10-20
Old Republic International Corp
DECREASED605,100705,600-100,500-14%$90.7K$87.9K-$2.8K2026-10-26
IFM Investors Pty Ltd
INCREASED590,635571,235+19,400+3%$73.4M$85.8M+$12.4M2026-10-14
Mondrian Investment Partners LTD
DECREASED584,0461,473,945-889,899-60%$189.4M$84.9M-$104.5M2026-10-23
Daiwa Securities Group Inc.
INCREASED574,866543,300+31,566+6%$69.8M$83.5M+$13.7M2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED545,082545,517-4350%$70.1M$79.2M+$9.1M2026-11-03
Aberdeen Group plc
DECREASED544,1864,309,756-3,765,570-87%$553.8M$40.0M-$513.8M2026-11-06
D.A. Davidson & Co.
DECREASED534,194552,007-17,813-3%$70.9M$77.6M+$6.7M2026-10-28
Douglas Lane & Associates, LLC
DECREASED532,699552,155-19,456-4%$71.0M$77.4M+$6.5M2026-10-09
Kornitzer Capital Management Inc
DECREASED523,861539,543-15,682-3%$69.3M$76.1M+$6.8M2026-11-03
Radnor Capital Management, LLC
DECREASED517,832518,900-1,0680%$66.7M$75.2M+$8.6M2026-10-23
Retirement Systems of Alabama
DECREASED517,385518,855-1,4700%$66.7M$75.2M+$8.5M2026-11-04
ProShare Advisors LLC
DECREASED514,903517,507-2,6040%$66.5M$74.8M+$8.3M2026-10-29
Compass Capital Management, Inc
DECREASED510,258567,099-56,841-10%$72.9M$74.1M+$1.3M2026-11-06
Oppenheimer Asset Management Inc.
INCREASED500,267492,922+7,345+1%$63.3M$72.7M+$9.4M2026-10-27
Xponance LLC
INCREASED488,363473,483+14,880+3%$60.8M$71.0M+$10.1M2026-11-03
TD Waterhouse Canada Inc.
INCREASED485,697354,395+131,302+37%$44.5M$69.9M+$25.4M2026-10-16
B. Metzler seel. Sohn & Co. AG
INCREASED483,050443,208+39,842+9%$57.0M$70.2M+$13.2M2026-10-30
OFI Invest Asset Management
DECREASED481,142569,512-88,370-16%$64.1M$61.7M-$2.4M2026-11-06
Pinnacle Associates LTD
DECREASED481,066486,775-5,709-1%$62.6M$69.9M+$7.4M2026-10-20
Neos Investment Management LLC
INCREASED463,650404,459+59,191+15%$52.0M$67.4M+$15.4M2026-11-04
Florida Trust Wealth Management Co
DECREASED462,659496,731-34,072-7%$63.8M$67.2M+$3.4M2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED460,802462,927-2,1250%$59.5M$67.0M+$7.5M2026-10-19
Rockland Trust Co
DECREASED458,433490,049-31,616-6%$63.0M$66.6M+$3.6M2026-10-05
Rakuten Investment Management, Inc.
INCREASED443,001404,114+38,887+10%$52.3M$66.1M+$13.8M2026-10-30
Nichols & Pratt Advisers LLP
DECREASED440,528442,799-2,271-1%$56.9M$63.4M+$6.5M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED438,661469,217-30,556-7%$60.3M$63.7K-$60.2M2026-11-02
Gateway Investment Advisers LLC
INCREASED438,489433,052+5,437+1%$55.6M$63.7M+$8.1M2026-10-13
Achmea Investment Management B.V.
INCREASED433,980115,829+318,151+275%$14.9M$63.1M+$48.2M2026-10-30
Amalgamated Bank
DECREASED422,623434,306-11,683-3%$55.8M$61.4K-$55.7M2026-10-23
Fort Washington Investment Advisors Inc
DECREASED419,350666,931-247,581-37%$85.7M$60.9M-$24.8M2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED418,131373,604+44,527+12%$46.8M$60.1M+$13.3M2026-11-04
Vaughan David Investments LLC
DECREASED417,632418,482-8500%$53.8M$60.7K-$53.7M2026-11-05
Corda Investment Management, Llc.
DECREASED412,866420,154-7,288-2%$54.0M$60.0M+$6.0M2026-10-22
Banque Pictet & CIE SA
DECREASED408,397503,429-95,032-19%$64.7M$59.3M-$5.3M2026-10-16
Vontobel Holding Ltd.
INCREASED405,780385,052+20,728+5%$49.5M$59.0M+$9.5M2026-10-16
Virginia Retirement Systems ET Al
DECREASED396,338619,138-222,800-36%$79.6M$57.6M-$22.0M2026-10-28
AIA Group Ltd
DECREASED394,399449,725-55,326-12%$57.8M$57.3M-$479.5K2026-10-30
Boston Trust Walden Corp
DECREASED393,390447,062-53,672-12%$57.4M$57.2M-$284.0K2026-10-30
Raiffeisen Bank International AG
DECREASED393,322397,662-4,340-1%$51.4M$58.7M+$7.3M2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
DECREASED389,679468,644-78,965-17%$59.5K$56.1K-$3.5K2026-10-22
Meyer Handelman Co
INCREASED383,153382,328+825+0%$49.1M$55.7M+$6.5M2026-10-28
Glenview Trust Co
INCREASED382,160381,609+551+0%$49.0M$55.5M+$6.5M2026-10-28
Ethic Inc.
INCREASED378,857358,041+20,816+6%$46.0M$55.1M+$9.0M2026-11-03
OP Asset Management Ltd
INCREASED375,060278,454+96,606+35%$35.8M$54.5M+$18.7M2026-11-05
Illinois Municipal Retirement Fund
DECREASED373,534379,986-6,452-2%$48.8M$54.3M+$5.5M2026-11-05
Ferguson Wellman Capital Management, Inc
DECREASED369,628376,644-7,016-2%$48.4M$53.7M+$5.3M2026-10-05
Lido Advisors, LLC
DECREASED368,851378,859-10,008-3%$48.9M$53.6M+$4.7M2026-11-04
Smith Chas P & Associates PA Cpas
DECREASED352,837359,598-6,761-2%$46.2M$51.5M+$5.3M2026-10-22
ABN Amro Investment Solutions
INCREASED348,817309,009+39,808+13%$39.7M$50.7M+$11.0M2026-10-21
Waters Parkerson & Co., LLC
INCREASED346,726344,962+1,764+1%$44.3M$50.4M+$6.1M2026-11-04
Avanza Fonder AB
INCREASED343,904300,014+43,890+15%$38.6M$50.0M+$11.4M2026-10-13
Letko, Brosseau & Associates Inc
DECREASED343,632347,489-3,857-1%$44.7M$49.9M+$5.3M2026-11-06
New York Life Investment Management LLC
DECREASED343,200343,960-7600%$44.2M$49.9M+$5.7M2026-11-04
Kestra Advisory Services, LLC
INCREASED338,758323,733+15,025+5%$41.6M$49.2M+$7.6M2026-11-02
Quintet Private Bank (Europe) S.A.
INCREASED337,040280,988+56,052+20%$36.1M$49.0M+$12.9M2026-10-08
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED329,146332,735-3,589-1%$42.8M$47.8M+$5.1M2026-10-23
Generali Asset Management SPA SGR
INCREASED321,336303,564+17,772+6%$39.0M$46.7M+$7.7M2026-10-26
Cullen T Bankers, Inc.
INCREASED316,278309,626+6,652+2%$39.8M$46.0M+$6.2M2026-10-28
Welch & Forbes LLC
DECREASED314,529316,952-2,423-1%$40.7M$45.7M+$5.0M2026-11-04
Norris Perne & French LLP
DECREASED311,151319,460-8,309-3%$41.1M$45.2M+$4.2M2026-10-23
Howard Capital Management Group, LLC
INCREASED308,312307,822+490+0%$39.6M$44.8M+$5.2M2026-10-16
Heritage Investors Management Corp
DECREASED305,012316,592-11,580-4%$40.7M$44.3K-$40.6M2026-10-29
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED303,382416,139-112,757-27%$53.5M$44.1M-$9.4M2026-10-22
Oregon Public Employees Retirement Fund
DECREASED303,334303,684-3500%$39.0M$44.1M+$5.1M2026-10-30
Private Wealth Partners, LLC
DECREASED300,590301,750-1,1600%$38.8M$43.7M+$4.9M2026-10-22
Assetmark, Inc
INCREASED291,808252,444+39,364+16%$32.4M$42.4M+$10.0M2026-10-21
State of Alaska, Department of Revenue
DECREASED291,587299,881-8,294-3%$38.5M$42.4K-$38.5M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED291,487280,871+10,616+4%$36.1M$42.4M+$6.3M2026-10-16
Vise Technologies, Inc.
INCREASED289,347217,819+71,528+33%$28.0M$42.0M+$14.1M2026-10-29
Conning Inc.
DECREASED287,061344,967-57,906-17%$44.3M$41.7M-$2.6M2026-10-27
Allworth Financial LP
INCREASED285,781208,546+77,235+37%$26.8M$36.7M+$9.9M2026-11-06
Kestra Private Wealth Services, LLC
INCREASED284,416256,709+27,707+11%$33.0M$41.3M+$8.3M2026-11-06
Kepler Cheuvreux (Suisse) SA
INCREASED279,448202,568+76,880+38%$26.0M$40.6M+$14.6M2026-10-20
Natixis
DECREASED272,759280,187-7,428-3%$36.0M$39.6M+$3.6M2026-11-06
Factory Mutual Insurance Co
DECREASED271,361280,024-8,663-3%$36.0M$39.4M+$3.4M2026-10-30
CapWealth Advisors, LLC
DECREASED270,888273,326-2,438-1%$35.1M$39.4M+$4.2M2026-10-05
Americana Partners, LLC
DECREASED268,094280,165-12,071-4%$36.0M$39.0M+$3.0M2026-10-28
Braun Stacey Associates Inc
DECREASED266,745272,942-6,197-2%$35.1M$38.8M+$3.7M2026-10-19
Adams Diversified Equity Fund, Inc.
DECREASED265,400270,300-4,900-2%$34.7M$38.6M+$3.8M2026-10-21
Savant Capital, LLC
INCREASED265,285220,270+45,015+20%$27.5M$38.5M+$11.0M2026-11-06
Thompson Siegel & Walmsley LLC
DECREASED265,205274,133-8,928-3%$35.2M$38.5K-$35.2M2026-11-05
Citizens Financial Group Inc
INCREASED262,163261,913+250+0%$33.7M$38.2M+$4.6M2026-10-23
ASR Vermogensbeheer N.V.
DECREASED256,084275,102-19,018-7%$35.3M$37.2M+$1.9M2026-10-16
HB Wealth Management, LLC
INCREASED255,729242,175+13,554+6%$31.1M$37.2M+$6.0M2026-10-23
Alps Advisors Inc
DECREASED254,734452,664-197,930-44%$58.2M$37.0M-$21.2M2026-11-03
Mutual of America Capital Management LLC
DECREASED251,954254,075-2,121-1%$32.6M$36.6M+$4.0M2026-10-23
LBP AM SA
DECREASED248,000369,803-121,803-33%$47.5M$36.0M-$11.5M2026-11-06
Davenport & Co LLC
DECREASED245,031271,897-26,866-10%$34.9M$35.6M+$674.0K2026-10-14
Crossmark Global Holdings, Inc.
DECREASED242,083264,831-22,748-9%$34.0M$35.2M+$1.1M2026-10-21
Fiera Capital Corp
INCREASED239,165223,353+15,812+7%$28.7M$34.8M+$6.1M2026-11-06
Willis Investment Counsel
DECREASED238,067312,767-74,700-24%$40.2M$34.6M-$5.6M2026-10-20
Wilkins Investment Counsel Inc
DECREASED229,333244,471-15,138-6%$31.4M$33.3M+$1.9M2026-11-03
Highland Capital Management, LLC
DECREASED227,463233,452-5,989-3%$30.0M$33.1M+$3.1M2026-10-26
Yousif Capital Management, LLC
DECREASED222,533226,047-3,514-2%$29.0M$32.3M+$3.3M2026-10-22
Merit Financial Group, LLC
INCREASED221,177209,288+11,889+6%$26.9M$32.1M+$5.2M2026-11-06
Exchange Traded Concepts, LLC
INCREASED219,900113,353+106,547+94%$14.6M$32.0M+$17.4M2026-10-28
Capital Investment Advisors, LLC
DECREASED219,765376,564-156,799-42%$48.4M$31.9M-$16.5M2026-10-22
Everett Harris & Co
DECREASED217,526221,036-3,510-2%$28.4M$31.6M+$3.2M2026-10-28
Godsey & Gibb, Inc
DECREASED217,021224,875-7,854-3%$28.9M$31.5M+$2.6M2026-10-14
Boston Common Asset Management, LLC
INCREASED214,998198,228+16,770+8%$25.5M$31.2M+$5.8M2026-10-13
RWC Asset Management LLP
INCREASED213,563209,086+4,477+2%$26.9M$31.0M+$4.2M2026-10-22
Wesbanco Bank Inc
DECREASED210,115280,575-70,460-25%$36.1M$30.5M-$5.5M2026-11-04
Stack Financial Management, Inc
DECREASED208,988212,862-3,874-2%$27.4M$30.4M+$3.0M2026-11-02
Tctc Holdings, LLC
INCREASED208,464207,881+583+0%$26.7M$30.3M+$3.6M2026-11-02
Oppenheimer & Co Inc
INCREASED207,619184,897+22,722+12%$23.8M$30.2M+$6.4M2026-10-26
Wilmington Savings Fund Society, FSB
DECREASED204,655223,656-19,001-8%$28.7M$29.7M+$998.6K2026-10-23
General American Investors Co Inc
UNCHANGED204,326204,32600%$26.3M$29.7M+$3.4M2026-11-02
Cardinal Capital Management, Inc.
DECREASED204,106206,451-2,345-1%$26.5M$29.7M+$3.1M2026-10-16
Abner Herrman & Brock LLC
INCREASED202,622202,424+198+0%$26.0K$29.4K+$3.4K2026-10-20
Foundation Resource Management Inc
DECREASED201,997202,690-6930%$26.0M$29.4M+$3.3M2026-10-19
Payden & Rygel
DECREASED200,660200,960-3000%$25.8M$29.2K-$25.8M2026-10-28
Atria Investments, Inc
INCREASED198,693190,293+8,400+4%$24.5M$28.9M+$4.4M2026-10-15
Bryn Mawr Trust Advisors, LLC
DECREASED198,678220,148-21,470-10%$28.3M$28.9M+$580.9K2026-11-04
Eastern Bank
INCREASED195,900191,760+4,140+2%$24.6M$28.5M+$3.8M2026-10-05
Triglav Investments, D.O.O.
INCREASED195,306193,541+1,765+1%$24.9M$28.4M+$3.5M2026-11-06
Gulf International Bank (UK) Ltd
UNCHANGED193,075193,07500%$24.8M$28.1K-$24.8M2026-10-20
Bank Pictet & Cie (Europe) AG
DECREASED190,354232,596-42,242-18%$29.9M$27.7M-$2.2M2026-10-20
Evergreen Capital Management LLC
DECREASED188,787258,518-69,731-27%$33.4M$27.6M-$5.8M2026-10-23
ARS Wealth Advisors Group, LLC
DECREASED177,018177,518-5000%$22.8M$25.7M+$2.9M2026-10-16
BAR Harbor Wealth Management
INCREASED175,817174,340+1,477+1%$22.4M$25.5M+$3.1M2026-10-21
Nemes Rush Group LLC
INCREASED175,608175,548+60+0%$22.6M$25.5M+$3.0M2026-11-04
GW Henssler & Associates LTD
DECREASED175,274179,384-4,110-2%$23.1M$25.5M+$2.4M2026-10-26
Arbejdsmarkedets Tillaegspension
DECREASED174,700238,000-63,300-27%$30.6M$25.4M-$5.2M2026-10-30
DDD Partners, LLC
DECREASED174,482190,549-16,067-8%$24.5M$25.4M+$868.4K2026-11-02
First National Trust Co
DECREASED174,145179,140-4,995-3%$23.0M$25.3M+$2.3M2026-10-28
JB Capital LLC
DECREASED173,329174,917-1,588-1%$22.5M$25.2M+$2.7M2026-10-19
Woodmont Investment Counsel LLC
DECREASED172,936173,179-2430%$22.3M$25.1M+$2.9M2026-10-29
Forbes J M & Co LLP
INCREASED172,114171,186+928+1%$22.0M$25.0M+$3.0M2026-10-16
Cadinha & Co LLC
INCREASED171,007167,632+3,375+2%$21.5M$24.8M+$3.3M2026-10-22
Grandfield & Dodd, LLC
DECREASED170,824171,554-7300%$22.0M$24.8M+$2.8M2026-10-29
Argent Capital Management LLC
DECREASED166,757175,679-8,922-5%$22.6M$24.2M+$1.7M2026-10-05
Salem Investment Counselors Inc
DECREASED166,272176,330-10,058-6%$22.8M$24.3M+$1.5M2026-10-13
Ibex Wealth Advisors
INCREASED165,708103,751+61,957+60%$13.3M$24.1M+$10.7M2026-11-06
Fisher Funds Management LTD
INCREASED165,132151,132+14,000+9%$19.4M$24.0M+$4.6M2026-10-13
Moran Wealth Management, LLC
DECREASED164,173212,218-48,045-23%$27.3M$23.9M-$3.4M2026-10-22
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED163,839187,589-23,750-13%$24.1M$23.8M-$297.7K2026-11-06
Bourgeon Capital Management LLC
DECREASED162,649163,890-1,241-1%$21.1M$23.6M+$2.6M2026-10-19
Oak Grove Capital LLC
INCREASED160,388158,885+1,503+1%$20.4M$23.3M+$2.9M2026-10-09
Kimelman & Baird, LLC
UNCHANGED160,179160,17900%$20.6M$23.3M+$2.7M2026-11-03
Talbot Financial, LLC
DECREASED159,949160,158-2090%$20.6M$23.2M+$2.7M2026-10-19
Intact Investment Management Inc.
DECREASED158,600202,100-43,500-22%$26.0M$23.0M-$2.9M2026-11-03
Roffman Miller Associates Inc
DECREASED158,198228,418-70,220-31%$29.4M$23.0M-$6.4M2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED157,110145,564+11,546+8%$18.8M$22.9M+$4.1M2026-11-05
Stockman Wealth Management, Inc.
DECREASED156,931169,661-12,730-7%$21.8M$22.8M+$1.0M2026-10-27
First Horizon Corp
DECREASED153,953156,209-2,256-1%$20.1M$22.4M+$2.3M2026-10-26
Applied Finance Capital Management, LLC
INCREASED152,435133,454+18,981+14%$17.1M$22.2M+$5.0M2026-11-03
Maryland State Retirement & Pension System
INCREASED151,368133,373+17,995+13%$17.1M$22.0M+$4.9M2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED150,21351,433+98,780+192%$6.6M$21.8M+$15.2M2026-10-16
Brookstone Capital Management
INCREASED150,102130,290+19,812+15%$16.7M$21.8M+$5.1M2026-10-22
Central Securities Corp
UNCHANGED150,000150,00000%$19.3M$21.8M+$2.5M2026-11-06
Parthenon LLC
DECREASED148,512149,637-1,125-1%$19.2M$21.6M+$2.4M2026-10-22
NorthCrest Asset Manangement, LLC
INCREASED147,415138,092+9,323+7%$17.3M$21.0M+$3.7M2026-10-13
Union Bancaire Privee, UBP SA
INCREASED145,953108,638+37,315+34%$23.5M$33.9M+$10.4M2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED144,340140,620+3,720+3%$18.2M$21.1M+$2.9M2026-10-22
United Asset Strategies, Inc.
DECREASED143,358143,654-2960%$18.5M$20.8M+$2.4M2026-10-28
Apollon Wealth Management, LLC
INCREASED142,97796,041+46,936+49%$12.3M$20.8M+$8.4M2026-10-23
Bright Rock Capital Management, LLC
UNCHANGED142,000142,00000%$18.2M$20.6M+$2.4M2026-10-05
MassMutual Private Wealth & Trust, FSB
DECREASED140,363150,778-10,415-7%$19.4M$20.4M+$1.0M2026-10-05
Lmcg Investments, LLC
DECREASED139,764141,678-1,914-1%$18.2M$20.3M+$2.1M2026-10-21
Noesis Capital Mangement Corp
DECREASED138,215138,569-3540%$17.8M$20.1M+$2.3M2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED137,990132,577+5,413+4%$17.0M$20.1M+$3.0M2026-10-26
Eagle Global Advisors LLC
DECREASED137,660138,101-4410%$17.7M$20.0M+$2.3M2026-11-02
Tema Etfs LLC
INCREASED136,295122,900+13,395+11%$15.8M$19.8M+$4.0M2026-10-16
Montag A & Associates Inc
DECREASED133,813136,408-2,595-2%$17.6M$19.6M+$1.9M2026-10-29
Choreo, LLC
INCREASED132,677129,070+3,607+3%$16.7M$19.4M+$2.7M2026-10-28
Farther Finance Advisors, LLC
INCREASED132,641120,685+11,956+10%$15.5M$19.3M+$3.8M2026-10-08
Hartford Investment Management Co
DECREASED132,093136,591-4,498-3%$17.6M$19.2M+$1.6M2026-11-04
Diversified Trust Co
DECREASED129,722194,020-64,298-33%$24.9M$18.8M-$6.1M2026-11-06
Fideuram Asset Management (Ireland) dac
DECREASED129,349149,491-20,142-13%$17.8M$17.8M+$68.6K2026-10-29
Moody Lynn Lieberson & Walker, LLC
INCREASED129,062110,547+18,515+17%$14.2M$18.8M+$4.5M2026-10-14
Ag2r LA Mondiale Gestion D'actifs
INCREASED128,125108,665+19,460+18%$14.0M$18.6M+$4.7M2026-10-26
Franklin Street Advisors Inc
DECREASED128,104137,989-9,885-7%$17.7M$18.6M+$883.2K2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED128,018127,783+235+0%$16.4M$18.6M+$2.2M2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED125,784126,728-944-1%$16.3M$18.3M+$2.0M2026-10-08
American Assets Investment Management, LLC
UNCHANGED125,000125,00000%$16.1M$18.2M+$2.1M2026-10-30
Woodstock Corp
INCREASED124,940123,729+1,211+1%$15.9M$18.2M+$2.3M2026-10-13
Edge Wealth Management LLC
INCREASED123,725123,674+51+0%$15.9M$18.1M+$2.2M2026-10-13
New Mexico Educational Retirement Board
UNCHANGED123,486123,48600%$15.9M$17.9K-$15.9M2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED122,139120,301+1,838+2%$15.5M$17.7M+$2.3M2026-11-03
Prospera Financial Services Inc
INCREASED121,567102,060+19,507+19%$13.1M$18.2M+$5.1M2026-11-04
Tectonic Advisors LLC
DECREASED121,391126,684-5,293-4%$16.3M$17.6M+$1.4M2026-10-22
Louisiana State Employees Retirement System
DECREASED121,300126,200-4,900-4%$16.2M$17.6M+$1.4M2026-10-20
Park National Corp
DECREASED120,805128,593-7,788-6%$16.5M$17.6M+$1.0M2026-10-05
Goelzer Investment Management, Inc.
DECREASED120,547122,719-2,172-2%$15.8M$17.5M+$1.7M2026-10-16
GHP Investment Advisors, Inc.
INCREASED119,871118,345+1,526+1%$15.2M$17.4M+$2.2M2026-10-15
Imc-Chicago, LLC
NEW118,162—+118,162——$17.2M—2026-11-05
Foster Victor Wealth Advisors, LLC
DECREASED118,054122,130-4,076-3%$14.8M$17.0M+$2.2M2026-10-21
Farmers & Merchants Investments Inc
DECREASED117,469117,788-3190%$15.1M$17.1M+$1.9M2026-10-22
Eldred Rock Partners, LLC
INCREASED117,403116,413+990+1%$15.0M$17.1M+$2.1M2026-10-13
Monarch Capital Management Inc
DECREASED116,622119,322-2,700-2%$15.4M$17.0M+$1.6M2026-10-19
Park Avenue Securities LLC
INCREASED114,282106,866+7,416+7%$13.7M$16.6K-$13.7M2026-10-26
Matthew Goff Investment Advisor, LLC
DECREASED114,040115,209-1,169-1%$14.8M$16.6M+$1.8M2026-10-13
Crestwood Advisors Group, LLC
DECREASED113,654114,219-5650%$14.7M$16.5M+$1.8M2026-10-27
SP Asset Management LLC
DECREASED113,315115,831-2,516-2%$14.9M$16.5M+$1.6M2026-11-05
Clearstead Advisors, LLC
INCREASED112,981112,376+605+1%$14.4M$16.4M+$2.0M2026-11-06
Old National Bancorp
DECREASED112,974145,489-32,515-22%$18.7M$16.4M-$2.3M2026-10-20
Hennessy Advisors Inc
DECREASED112,100114,850-2,750-2%$14.8M$16.3M+$1.5M2026-10-28
Camden National Bank
DECREASED111,950113,039-1,089-1%$14.5M$16.3M+$1.7M2026-11-02
Washington Trust Bank
DECREASED110,353114,877-4,524-4%$14.8M$16.0M+$1.3M2026-11-03
Cullen Investment Group, Ltd.
DECREASED109,838110,982-1,144-1%$14.3M$16.0M+$1.7M2026-10-13
Central Trust Co
DECREASED109,337109,411-740%$14.1M$15.9M+$1.8M2026-11-05
Community Bank, N.A.
DECREASED109,214112,906-3,692-3%$14.5M$15.9M+$1.4M2026-11-06
Trust Co of Vermont
INCREASED108,036106,435+1,601+2%$13.7M$15.7M+$2.0M2026-10-21
Philip James Wealth Mangement, LLC
DECREASED106,934173,727-66,793-38%$22.3M$15.5M-$6.8M2026-10-27
Columbia Asset Management
DECREASED106,836110,475-3,639-3%$14.2M$15.5M+$1.3M2026-10-19
Naples Global Advisors, LLC
DECREASED106,230106,535-3050%$13.8M$15.5M+$1.7M2026-11-05
Buck Wealth Strategies, LLC
DECREASED106,074113,226-7,152-6%$14.5M$15.4M+$864.0K2026-10-28
Griffin Asset Management, Inc.
DECREASED105,570110,155-4,585-4%$14.2M$15.3M+$1.2M2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED103,510108,426-4,916-5%$13.9M$15.0M+$1.1M2026-10-16
Jacobs & Co
DECREASED102,942103,952-1,010-1%$13.4K$15.0K+$1.6K2026-10-09
Bokf, NA
DECREASED102,438114,907-12,469-11%$14.8M$14.9M+$119.7K2026-10-27
First Nebraska Trust Co
DECREASED102,205104,140-1,935-2%$13.4M$14.9M+$1.5M2026-10-30
Gamma Investing LLC
INCREASED100,51994,992+5,527+6%$12.2M$14.6M+$2.4M2026-10-08
Clark & Stuart, Inc
DECREASED100,119101,766-1,647-2%$13.2M$14.6M+$1.5M2026-10-14
Viking Fund Management LLC
UNCHANGED100,000100,00000%$12.9M$14.5M+$1.7M2026-10-14
Cardinal Capital Management
INCREASED99,74296,235+3,507+4%$12.4M$14.6M+$2.1M2026-10-21
Narwhal Capital Management
INCREASED99,55799,503+54+0%$12.8M$14.5M+$1.7M2026-11-04
Middleton & Co Inc
DECREASED99,242110,274-11,032-10%$14.2M$14.4M+$250.6K2026-10-23
Patten & Patten Inc
DECREASED99,00899,256-2480%$12.8M$14.4M+$1.6M2026-10-26
Avantax Planning Partners, Inc.
DECREASED98,819100,354-1,535-2%$12.9M$14.4M+$1.5M2026-11-03
UMB Bank, n.a.
DECREASED98,344103,503-5,159-5%$13.3M$14.3M+$990.2K2026-11-06
Premier Fund Managers Ltd
DECREASED97,620109,020-11,400-10%$14.1M$14.6K-$14.1M2026-11-02
Tufton Capital Management
DECREASED97,17898,272-1,094-1%$12.6M$14.1K-$12.6M2026-10-20
Moors & Cabot, Inc.
INCREASED96,46094,665+1,795+2%$12.2M$14.0M+$1.9M2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED96,25093,000+3,250+3%$12.0M$14.0M+$2.0M2026-10-22
Sky Investment Group LLC
INCREASED95,92882,126+13,802+17%$10.6M$13.9M+$3.4M2026-10-30
J.W. Cole Advisors, Inc.
DECREASED95,794100,135-4,341-4%$12.9M$13.9M+$1.1M2026-11-05
Greenleaf Trust
INCREASED94,74981,295+13,454+17%$10.4M$13.8M+$3.3M2026-10-29
Parsons Capital Management Inc
INCREASED94,49594,146+349+0%$12.1M$13.7M+$1.6M2026-10-28
Lynch & Associates
DECREASED93,49693,866-3700%$12.1M$13.6M+$1.5M2026-10-13
Tompkins Financial Corp
DECREASED92,84893,472-624-1%$12.0M$13.5M+$1.5M2026-10-05
Brighton Jones LLC
INCREASED92,72890,183+2,545+3%$11.6M$13.5M+$1.9M2026-11-03
Kintegral Advisory, LLC
INCREASED92,45591,933+522+1%$11.9M$13.5M+$1.6M2026-10-16
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED92,17093,117-947-1%$12.0M$13.4M+$1.4M2026-11-03
Linscomb Wealth, Inc.
DECREASED92,14592,395-2500%$11.9M$13.4M+$1.5M2026-11-05
Compound Planning, Inc.
DECREASED91,784101,296-9,512-9%$13.0M$13.3M+$320.6K2026-11-05
John G Ullman & Associates Inc
DECREASED91,74794,029-2,282-2%$12.1M$13.3M+$1.2M2026-11-04
Slocum, Gordon & Co LLP
DECREASED91,69193,181-1,490-2%$12.0M$13.3M+$1.3M2026-10-19
Hamel Associates, Inc.
DECREASED91,66692,513-847-1%$11.9M$13.3M+$1.4M2026-11-06
Robertson Stephens Wealth Management, LLC
INCREASED91,29689,372+1,924+2%$11.6M$13.3M+$1.8M2026-10-16
Quadrant Capital Group LLC
INCREASED89,66588,627+1,038+1%$11.4M$12.7M+$1.3M2026-10-20
Associated Banc-Corp
DECREASED89,15896,870-7,712-8%$12.4M$13.0M+$507.8K2026-10-30
E. Ohman J:or Asset Management AB
INCREASED88,03787,897+140+0%$11.3M$12.8M+$1.5M2026-10-22
LEE Danner & Bass Inc
DECREASED88,03289,248-1,216-1%$11.5M$12.8M+$1.3M2026-10-27
Addenda Capital Inc.
UNCHANGED87,80087,80000%$11.4M$12.8M+$1.5M2026-10-13
Cutler Investment Counsel LLC
DECREASED87,33287,765-4330%$11.4M$12.8M+$1.4M2026-10-28
Neville Rodie & Shaw Inc
DECREASED86,92287,699-777-1%$11.3K$12.6K+$1.4K2026-10-05
NBT Bank, N.A.
DECREASED86,83687,583-747-1%$11.3M$12.6M+$1.4M2026-10-21
WealthBridge Investment Counsel Inc.
DECREASED84,21585,640-1,425-2%$11.0K$12.2K+$1.2K2026-10-13
Commonwealth Retirement Investments LLC
INCREASED83,46483,307+157+0%$10.7M$12.1M+$1.4M2026-10-26
Vest Financial, LLC
DECREASED83,18285,329-2,147-3%$11.0M$12.1M+$1.1M2026-10-21
GFS Advisors, LLC
INCREASED82,76479,011+3,753+5%$3.4K$12.0M+$12.0M2026-11-03
SteelPeak Wealth, LLC
DECREASED82,581170,247-87,666-51%$22.0M$12.1M-$10.0M2026-10-16
LaFleur & Godfrey LLC
DECREASED81,22385,476-4,253-5%$11.0M$11.8M+$818.9K2026-10-27
Daymark Wealth Partners, LLC
DECREASED81,12981,443-3140%$10.5M$11.8M+$1.3M2026-11-04
Thomas Story & SON LLC
DECREASED80,60580,662-570%$10.4M$11.7M+$1.3M2026-10-13
Ninety One UK Ltd
DECREASED80,58498,910-18,326-19%$12.7M$11.7M-$1.0M2026-10-15
MGO One Seven LLC
DECREASED80,38980,447-580%$10.3M$11.7M+$1.3M2026-10-28
Principle Wealth Partners LLC
INCREASED80,26479,812+452+1%$10.3M$11.7M+$1.4M2026-11-02
Birch Hill Investment Advisors LLC
DECREASED79,93287,972-8,040-9%$11.3M$11.6M+$310.5K2026-10-16
Fifth Third Wealth Advisors LLC
INCREASED78,61673,198+5,418+7%$9.4M$11.4M+$2.0M2026-10-22
Nixon Peabody Trust Co
INCREASED78,26377,974+289+0%$10.0M$11.4M+$1.4M2026-10-23
Contravisory Investment Management, Inc.
INCREASED78,10176,643+1,458+2%$9.8M$11.3M+$1.5M2026-10-13
Schaper Benz & Wise Investment Counsel Inc
DECREASED77,95980,680-2,721-3%$10.4M$11.3M+$960.8K2026-10-09
Carret Asset Management, LLC
DECREASED77,76778,520-753-1%$10.1M$11.3M+$1.2M2026-11-04
Parallel Advisors, LLC
INCREASED77,13466,774+10,360+16%$8.6M$11.2M+$2.6M2026-11-03
Live Oak Private Wealth LLC
DECREASED76,86577,794-929-1%$10.0M$11.2M+$1.2M2026-11-02
Perigon Wealth Management, LLC
DECREASED76,66781,333-4,666-6%$10.5M$11.1M+$689.2K2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED76,47076,268+202+0%$9.8M$11.1M+$1.3M2026-10-23
Convergence Investment Partners, LLC
INCREASED75,88868,437+7,451+11%$8.8M$11.0M+$2.2M2026-10-28
North Dakota State Investment Board
INCREASED75,77472,931+2,843+4%$9.4M$11.0M+$1.6M2026-10-27
Clifford Swan Investment Counsel LLC
DECREASED75,16675,680-514-1%$9.7M$10.9M+$1.2M2026-11-05
Busey Bank
DECREASED74,92376,140-1,217-2%$9.8M$10.9M+$1.1M2026-10-26
Sowell Financial Services LLC
DECREASED74,91875,015-970%$9.6M$10.9M+$1.2M2026-10-23
Royal Fund Management, LLC
INCREASED74,60671,225+3,381+5%$9.2M$10.8M+$1.7M2026-10-22
First Citizens Bank & Trust Co
INCREASED74,39464,055+10,339+16%$8.2M$10.8M+$2.6M2026-10-14
Plato Investment Management Ltd
DECREASED74,22074,299-790%$9.5M$10.8M+$1.3M2026-11-05
iA Global Asset Management Inc.
INCREASED73,85369,634+4,219+6%$8.9M$10.7K-$8.9M2026-10-29
Advocate Group LLC
DECREASED72,80990,572-17,763-20%$11.6M$10.6M-$1.1M2026-10-19
Hennion & Walsh Asset Management, Inc.
INCREASED72,74772,515+232+0%$9.3M$10.6M+$1.3M2026-10-13
W Advisors, LLC
DECREASED71,99072,472-482-1%$9.3M$10.5M+$1.1M2026-11-02
Augustine Asset Management Inc
DECREASED71,69072,655-965-1%$9.3M$10.4M+$1.1M2026-10-13
Level Four Advisory Services, LLC
DECREASED71,51073,273-1,763-2%$9.4M$10.4M+$976.9K2026-11-06
Oak Harvest Investment Services
DECREASED71,27482,981-11,707-14%$10.7M$10.4M-$306.2K2026-10-20
Ledyard National Bank
DECREASED71,01571,938-923-1%$9.2M$10.3M+$1.1M2026-10-21
Trust Co of Toledo NA
DECREASED70,83972,892-2,053-3%$9.4M$10.3M+$927.0K2026-10-16
Jacobi Capital Management LLC
DECREASED70,78471,539-755-1%$9.2M$10.3M+$1.1M2026-11-05
Fulton Bank, N.A.
DECREASED70,40180,029-9,628-12%$10.3M$10.2M-$53.8K2026-10-14
Boit C F David
UNCHANGED70,28370,28300%$9.0M$10.2M+$1.2M2026-10-29
Praxis Investment Management Inc
UNCHANGED70,25470,25400%$9.0M$10.2K-$9.0M2026-11-03
Meridian Wealth Management, LLC
DECREASED70,17079,604-9,434-12%$10.2M$10.2M-$32.7K2026-11-05
Canandaigua National Bank & Trust Co
DECREASED70,11783,853-13,736-16%$10.8M$10.2M-$586.4K2026-10-07
Clear Trail Advisors, LLC
DECREASED69,86071,003-1,143-2%$9.1M$10.2M+$1.0M2026-10-20
Sagespring Wealth Partners, LLC
INCREASED69,62667,467+2,159+3%$8.7M$10.1M+$1.4M2026-10-22
Bonness Enterprises Inc
UNCHANGED69,50069,50000%$8.9M$10.1M+$1.2M2026-10-08
Larson Financial Group LLC
INCREASED69,36463,932+5,432+9%$8.2M$10.1M+$1.9M2026-11-05
Carnegie Investment Counsel
DECREASED68,86271,923-3,061-4%$9.2M$10.0M+$764.2K2026-10-20
GF Fund Management Co. Ltd.
UNCHANGED68,65268,65200%$8.8M$10.0M+$1.2M2026-10-26
1834 Investment Advisors Co
DECREASED68,47882,232-13,754-17%$10.6M$10.0M-$616.3K2026-10-16
Duncker Streett & Co Inc
INCREASED68,26467,296+968+1%$8.6M$9.9M+$1.3M2026-10-27
Dynamic Advisor Solutions LLC
INCREASED68,17564,313+3,862+6%$8.3M$9.9M+$1.6M2026-10-13
Chemung Canal Trust Co
DECREASED67,67669,649-1,973-3%$8.9M$9.8M+$884.1K2026-11-04
SS&H Financial Advisors, Inc.
DECREASED67,44367,643-2000%$8.7M$9.8K-$8.7M2026-10-28
Marble Harbor Investment Counsel, LLC
DECREASED66,68767,313-626-1%$8.6M$9.7M+$1.0M2026-11-06
CoreCap Advisors, LLC
INCREASED66,60961,485+5,124+8%$7.9M$9.7M+$1.8M2026-10-08
First American Bank
DECREASED65,77668,055-2,279-3%$8.7M$9.6M+$812.7K2026-10-27
Sterling Capital Management LLC
DECREASED65,526108,307-42,781-39%$13.9M$9.5M-$4.4M2026-10-22
Brick & Kyle, Associates
INCREASED65,30064,914+386+1%$7.8M$9.5M+$1.7M2026-11-05
Roberts Wealth Advisors, LLC
DECREASED64,45365,645-1,192-2%$8.4M$9.4M+$930.3K2026-10-14
Mill Capital Management, LLC
DECREASED64,21364,413-2000%$8.3M$9.3M+$1.1M2026-10-26
Securian Asset Management, Inc
DECREASED64,08665,631-1,545-2%$8.4M$9.3M+$944.4K2026-11-06
Fishman JAY A LTD
INCREASED63,57660,546+3,030+5%$7.8M$9.2M+$1.5M2026-10-26
Stablepoint Partners, LLC
DECREASED63,37567,206-3,831-6%$8.6M$9.2M+$573.0K2026-11-03
Plimoth Trust Co LLC
INCREASED63,33563,317+18+0%$8.1M$9.2M+$1.1M2026-10-26
AlphaCore Capital LLC
INCREASED63,31951,249+12,070+24%$6.6M$9.3M+$2.6M2026-11-04
GAM Holding AG
DECREASED63,27793,799-30,522-33%$12.1M$9.2M-$2.9M2026-11-03
Financial Security Advisor, Inc.
DECREASED62,10965,060-2,951-5%$8.4M$9.1M+$662.5K2026-11-03
Global X Japan Co., Ltd.
DECREASED62,06073,680-11,620-16%$9.5M$9.0M-$449.9K2026-10-21
Eliot Finkel Investment Counsel, LLC
DECREASED61,78562,145-360-1%$8.0M$9.0M+$992.3K2026-11-03
Northeast Investment Management
INCREASED61,57057,478+4,092+7%$7.4M$8.9M+$1.6M2026-10-30
Argyle Capital Management, LLC
DECREASED61,54062,540-1,000-2%$8.0M$8.9M+$906.0K2026-10-28
M Holdings Securities, Inc.
DECREASED61,52662,566-1,040-2%$8.0M$9.1K-$8.0M2026-11-03
Signaturefd, LLC
INCREASED61,33257,124+4,208+7%$7.3M$8.9M+$1.6M2026-10-23
Guyasuta Investment Advisors Inc
DECREASED61,21965,671-4,452-7%$8.4M$8.9M+$457.1K2026-10-15
Perryman Financial Advisory Inc
INCREASED60,74959,121+1,628+3%$7.6M$8.8M+$1.2M2026-10-16
Cypress Capital Group
DECREASED60,63762,260-1,623-3%$8.0M$8.8M+$810.8K2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED60,56557,783+2,782+5%$7.4M$8.8M+$1.4M2026-11-05
Cornerstone Advisors, LLC
NEW60,548—+60,548——$8.8M—2026-11-06
Biltmore Family Office, LLC
INCREASED60,45360,446+7+0%$7.8M$8.8M+$1.0M2026-11-03
Occidental Asset Management, LLC
INCREASED60,22456,777+3,447+6%$7.3M$8.8M+$1.5M2026-11-05
Baugh & Associates, LLC
INCREASED59,55154,520+5,031+9%$7.0M$7.7M+$661.6K2026-10-16
Simplicity Wealth,LLC
INCREASED59,45353,267+6,186+12%$6.8M$8.6M+$1.8M2026-10-23
Pinkerton Wealth, LLC
DECREASED59,16159,564-403-1%$7.2M$8.6M+$1.4M2026-10-29
XML Financial, LLC
DECREASED57,64359,108-1,465-2%$7.6M$8.4M+$780.7K2026-10-29
North Star Investment Management Corp.
INCREASED57,63257,526+106+0%$7.4M$8.4M+$982.4K2026-10-27
True Freedom Investing, LLC
INCREASED57,47556,676+799+1%$6.8M$8.4M+$1.5M2026-10-29
Baker Avenue Asset Management, LP
INCREASED57,23551,784+5,451+11%$6.7M$8.3M+$1.7M2026-11-06
Tritonpoint Wealth, LLC
DECREASED56,91358,703-1,790-3%$7.5M$8.3M+$726.7K2026-10-19
Rossmore Private Capital
DECREASED56,62157,121-500-1%$7.4M$8.3M+$887.1K2026-10-27
HUB Investment Partners, LLC
INCREASED56,36751,940+4,427+9%$6.7M$8.2M+$1.5M2026-11-03
Wendell David Associates Inc
DECREASED56,34056,376-360%$7.2M$8.2K-$7.2M2026-10-27
Valeo Financial Advisors, LLC
INCREASED55,77554,116+1,659+3%$7.0M$8.1M+$1.2M2026-10-08
Chesley Taft & Associates LLC
DECREASED55,61355,810-1970%$7.2M$8.1M+$909.5K2026-10-13
Integrated Advisors Network LLC
INCREASED55,29854,726+572+1%$7.0M$8.0M+$1.0M2026-10-20
Novem Group
DECREASED55,20356,016-813-1%$7.2M$8.0M+$823.6K2026-10-19
Globalt Investments LLC / GA
DECREASED54,89656,795-1,899-3%$7.3M$8.0M+$678.7K2026-10-27
Hanson & Doremus Investment Management
DECREASED54,44456,094-1,650-3%$7.2M$7.9K-$7.2M2026-10-16
Insight Wealth Strategies, LLC
DECREASED54,31854,323-50%$6.8M$7.9M+$1.1M2026-10-09
NewSquare Capital LLC
INCREASED54,29051,991+2,299+4%$6.7M$7.9M+$1.2M2026-11-06
Cairn Investment Group, Inc.
DECREASED54,19554,875-680-1%$7.1M$7.9K-$7.0M2026-11-04
TCV Trust & Wealth Management, Inc.
DECREASED54,16754,884-717-1%$7.1M$7.9M+$818.4K2026-10-16
Independent Financial Group, LLC
INCREASED54,01644,565+9,451+21%$5.7M$7.8M+$2.1M2026-10-13
Trust Co of Kansas
DECREASED53,99857,331-3,333-6%$7.4M$7.8K-$7.4M2026-11-06
Covenant Asset Management, LLC
UNCHANGED53,92053,92000%$6.9M$7.8M+$906.4K2026-10-14
Chicago Capital, LLC
INCREASED53,71627,111+26,605+98%$3.5M$7.8M+$4.3M2026-10-13
Gibraltar Capital Management, Inc.
DECREASED53,22155,200-1,979-4%$7.1M$7.7M+$640.4K2026-10-27
Altrius Capital Management Inc
DECREASED53,19854,671-1,473-3%$7.0M$7.7M+$704.9K2026-11-05
Clear Harbor Asset Management, LLC
INCREASED52,76942,883+9,886+23%$5.5M$7.7M+$2.2M2026-11-05
KCM Investment Advisors LLC
DECREASED52,60953,356-747-1%$6.9M$7.6M+$788.4K2026-10-27
Philadelphia Trust Co
UNCHANGED52,41652,41600%$6.7M$7.6K-$6.7M2026-11-05
Leuthold Group, LLC
INCREASED52,35347,803+4,550+10%$6.1M$7.6M+$1.5M2026-11-04
Ritholtz Wealth Management
INCREASED51,94447,423+4,521+10%$6.1M$7.5M+$1.5M2026-11-05
Searle & Co.
DECREASED51,91354,913-3,000-5%$7.1M$7.5M+$487.2K2026-11-04
Summit Global Investments
DECREASED51,86752,039-1720%$6.7M$7.5K-$6.7M2026-10-28
Excalibur Management Corp
DECREASED51,73152,387-656-1%$6.7M$7.5M+$785.2K2026-11-02
Letson Investment Management, Inc.
DECREASED51,66951,824-1550%$6.7M$7.5M+$848.5K2026-11-05
Courier Capital LLC
DECREASED51,56253,603-2,041-4%$6.9M$7.5M+$604.4K2026-10-19
New Hampshire Trust
DECREASED51,44054,175-2,735-5%$7.0M$7.5M+$513.3K2026-10-20
Leelyn Smith, LLC
DECREASED51,42052,558-1,138-2%$6.8M$7.5M+$718.1K2026-11-03
Pittenger & Anderson Inc
INCREASED51,25750,965+292+1%$6.5M$7.4M+$899.2K2026-11-02
HBK Sorce Advisory LLC
DECREASED50,66454,037-3,373-6%$6.9M$7.4M+$510.1K2026-11-06
Sage Capital Advisors,llc
INCREASED50,65650,638+18+0%$6.5M$7.4M+$853.7K2026-10-13
Mission Wealth Management, LP
DECREASED50,51172,281-21,770-30%$9.3M$7.3M-$1.9M2026-10-15
Whitener Capital Management, Inc.
INCREASED50,37845,420+4,958+11%$5.8M$7.3M+$1.5M2026-10-15
Flagship Harbor Advisors, LLC
DECREASED50,02950,083-540%$6.4M$7.3M+$834.0K2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED49,78741,284+8,503+21%$5.3M$7.2M+$1.9M2026-10-29
Wedbush Securities Inc
DECREASED49,63351,952-2,319-4%$6.7M$7.2K-$6.7M2026-10-22
Butensky & Cohen Financial Security, Inc
DECREASED49,49352,582-3,089-6%$6.8M$7.2M+$435.0K2026-10-13
Raab & Moskowitz Asset Management LLC
DECREASED49,40051,773-2,373-5%$6.7M$7.2M+$525.5K2026-11-02
Private Trust Co NA
INCREASED49,39848,857+541+1%$6.3M$7.2M+$899.9K2026-10-20
Nicholas Company, Inc.
UNCHANGED49,20149,20100%$6.3M$7.1M+$827.1K2026-11-05
V-Square Quantitative Management LLC
INCREASED48,89846,239+2,659+6%$5.9M$7.1M+$1.2M2026-10-15
Strategy Asset Managers LLC
INCREASED48,70336,924+11,779+32%$4.7M$7.1M+$2.3M2026-10-14
Rockline Wealth Management, LLC
DECREASED48,63049,547-917-2%$6.4M$7.1M+$699.6K2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED48,57349,526-953-2%$6.4M$7.1M+$694.1K2026-10-13
Valley Wealth Managers, Inc.
DECREASED48,40050,079-1,679-3%$6.4M$7.0M+$597.9K2026-10-09
Violich Capital Management, Inc.
DECREASED48,30750,257-1,950-4%$6.5M$7.0M+$561.5K2026-10-05
Aware Super Pty Ltd as trustee of Aware Super
INCREASED48,29441,894+6,400+15%$5.4M$7.0M+$1.6M2026-10-30
Walled Lake Planning & Wealth Management, LLC
INCREASED48,18448,113+71+0%$6.2M$7.0M+$819.1K2026-10-29
Monte Financial Group, LLC
DECREASED48,17951,508-3,329-6%$6.7M$7.0M+$294.5K2026-11-02
Patrick M Sweeney & Associates, Inc
DECREASED48,17748,210-330%$6.2M$7.0M+$805.7K2026-10-22
Modera Wealth Management, LLC
INCREASED48,01247,191+821+2%$6.1M$7.0M+$912.5K2026-10-28
Sava Infond d.o.o.
DECREASED47,93088,000-40,070-46%$11.3M$7.0M-$4.3M2026-10-28
Mengis Capital Management, Inc.
DECREASED47,76448,873-1,109-2%$6.3M$6.9M+$660.4K2026-10-13
Equitable Trust Co
DECREASED47,29647,528-2320%$6.1M$6.9M+$765.2K2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED47,15843,565+3,593+8%$5.6M$6.9M+$1.3M2026-10-20
Sentry LLC
DECREASED47,02747,856-829-2%$6.1M$6.8M+$684.1K2026-10-30
Mather Group, Llc.
INCREASED46,97046,891+79+0%$6.0M$6.8M+$799.7K2026-10-14
Ipswich Investment Management Co., Inc.
DECREASED46,87546,912-370%$6.0M$6.8M+$783.2K2026-10-13
Patton Albertson Miller Group, LLC
INCREASED46,82139,923+6,898+17%$5.1M$6.8M+$1.7M2026-10-26
Wealthcare Advisory Partners LLC
INCREASED46,69334,872+11,821+34%$4.5M$6.8M+$2.3M2026-10-21
Bochk Asset Management Ltd
INCREASED46,50044,360+2,140+5%$5.7M$6.8M+$1.1M2026-10-29
Arnhold LLC
UNCHANGED46,49846,49800%$6.0M$6.8M+$781.6K2026-10-26
Howland Capital Management LLC
INCREASED46,49145,824+667+1%$5.9M$6.8M+$867.7K2026-10-22
Confluence Wealth Services, Inc.
DECREASED46,39649,534-3,138-6%$6.4M$6.7M+$376.7K2026-11-05
Dana Investment Advisors, Inc.
DECREASED46,19448,543-2,349-5%$6.2M$6.7M+$474.7K2026-11-06
Nordwand Advisors, LLC
INCREASED46,17545,976+199+0%$5.9M$6.7M+$801.8K2026-11-05
Chatham Capital Group, Inc.
DECREASED46,14246,191-490%$5.9M$6.7M+$769.2K2026-10-16
Advisortrust Partners, LLC
INCREASED45,88742,883+3,004+7%$5.5M$6.7M+$1.2M2026-11-02
Smith Salley Wealth Management
INCREASED45,86745,198+669+1%$5.8M$6.7M+$857.0K2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED45,47242,950+2,522+6%$5.5M$6.6M+$1.1M2026-10-21
TD Private Client Wealth LLC
DECREASED45,39963,772-18,373-29%$8.2M$6.6M-$1.6M2026-10-28
Verdence Capital Advisors LLC
DECREASED45,37949,521-4,142-8%$6.4M$6.6M+$230.5K2026-10-26
Cullinan Associates Inc
DECREASED45,37146,620-1,249-3%$6.0M$6.6M+$602.2K2026-11-03
Citizens National Bank Trust Department
DECREASED45,33145,606-275-1%$5.9M$6.6M+$726.7K2026-11-04
Generali Investments, Management Co LLC
DECREASED45,26058,747-13,487-23%$7.5M$6.6M-$972.3K2026-10-19
Norden Group LLC
INCREASED45,21045,186+24+0%$5.8M$6.6M+$763.2K2026-10-20
Venture Visionary Partners LLC
DECREASED44,85145,543-692-2%$5.9M$6.5M+$665.0K2026-10-07
Hartline Investment Corp/
NEW44,817—+44,817——$6.5M—2026-10-29
ACR Alpine Capital Research, LLC
INCREASED44,67041,146+3,524+9%$5.3M$6.5M+$1.2M2026-11-02
Finer Wealth Management, Inc.
DECREASED44,52745,368-841-2%$5.8M$6.5M+$640.5K2026-10-16
Joel Isaacson & Co., LLC
INCREASED44,50043,718+782+2%$5.6M$6.5M+$848.6K2026-11-05
StoneX Group Inc.
INCREASED44,02842,565+1,463+3%$5.5M$6.4M+$923.8K2026-11-03
Inlet Private Wealth, LLC
DECREASED43,91051,190-7,280-14%$6.6M$6.4M-$197.4K2026-10-21
Apella Capital, LLC
INCREASED43,90237,663+6,239+17%$4.9M$6.3M+$1.4M2026-10-08
Montgomery Investment Management Inc
UNCHANGED43,45643,45600%$5.6M$6.3M+$730.5K2026-10-26
Ascent Group, LLC
INCREASED43,42341,325+2,098+5%$5.3M$6.3M+$999.4K2026-10-30
Krilogy Financial LLC
INCREASED43,37640,378+2,998+7%$5.2M$6.3M+$1.1M2026-10-13
First Pacific Financial
INCREASED43,24841,379+1,869+5%$5.3M$6.3M+$967.2K2026-10-14
Romano Brothers and Company
INCREASED43,19943,197+20%$5.6M$6.3M+$726.4K2026-10-22
Strengthening Families & Communities, LLC
INCREASED43,17641,350+1,826+4%$5.3M$6.3M+$960.4K2026-10-21
Azzad Asset Management Inc
DECREASED42,96687,982-45,016-51%$11.3M$6.2M-$5.1M2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED42,78548,777-5,992-12%$6.3M$6.2M-$50.7K2026-10-27
Trek Financial, LLC
INCREASED42,6118,583+34,028+396%$1.1M$6.2M+$5.1M2026-10-29
Trilogy Capital Inc.
INCREASED42,57440,029+2,545+6%$5.1M$6.2M+$1.0M2026-10-20
Mitchell Sinkler & Starr
INCREASED42,57142,391+180+0%$5.4M$6.2M+$738.7K2026-10-13
180 Wealth Advisors, LLC
DECREASED42,46744,833-2,366-5%$5.8M$6.2M+$409.7K2026-11-03
Aviance Capital Partners, LLC
INCREASED42,33842,110+228+1%$5.4M$6.2M+$741.0K2026-10-29
Bell & Brown Wealth Advisors, LLC
DECREASED42,02644,060-2,034-5%$5.7M$6.1M+$445.2K2026-10-16
SVB Wealth LLC
DECREASED41,96944,766-2,797-6%$5.8M$6.1M+$346.0K2026-11-06
Uncommon Cents Investing Inc
DECREASED41,96142,216-255-1%$5.4M$6.1M+$672.6K2026-10-20
AGF Management LTD
INCREASED41,81418,816+22,998+122%$2.4M$6.1M+$3.7M2026-11-03
GC Wealth Management RIA, LLC
INCREASED41,80639,089+2,717+7%$5.0M$6.1M+$1.1M2026-11-02
SAX Wealth Advisors, LLC
INCREASED41,43629,762+11,674+39%$3.6M$6.0M+$2.4M2026-10-13
Sigma Planning Corp
DECREASED41,19945,541-4,342-10%$5.9M$6.0M+$123.6K2026-10-23
Profund Advisors LLC
INCREASED41,17733,549+7,628+23%$4.3M$6.0M+$1.7M2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED40,92939,351+1,578+4%$5.1M$5.9M+$891.5K2026-11-05
Community Bank & Trust, Waco, Texas
INCREASED40,63139,889+742+2%$5.1M$5.9K-$5.1M2026-10-19
Stackstone Wealth, LLC
NEW40,283—+40,283——$5.9M—2026-10-19
Jamison Private Wealth Management, Inc.
INCREASED40,20338,278+1,925+5%$4.9M$5.8M+$923.3K2026-10-14
Studio Investment Management LLC
DECREASED40,17840,605-427-1%$5.3M$5.9M+$620.3K2026-10-22
AMG National Trust Bank
DECREASED40,03142,236-2,205-5%$5.4M$5.8M+$389.5K2026-11-05
Sivik Global Healthcare LLC
UNCHANGED40,00040,00000%$4.8K$5.8M+$5.8M2026-10-13
CWA Asset Management Group, LLC
INCREASED39,88438,429+1,455+4%$4.9M$5.8M+$857.5K2026-10-19
Asset Advisors Investment Management, LLC
UNCHANGED39,87439,87400%$5.1M$5.8M+$670.3K2026-10-19
Petredis Investment Advisors LLC
INCREASED39,66539,226+439+1%$5.0M$5.8M+$723.2K2026-10-20
Wedmont Private Capital
INCREASED39,43228,290+11,142+39%$3.5M$5.6M+$2.1M2026-10-09
Chicago Partners Investment Group LLC
DECREASED38,89939,284-385-1%$5.1M$5.7M+$525.0K2026-10-27
Masterinvest Kapitalanlage GmbH
INCREASED38,74938,103+646+2%$4.9M$5.6M+$734.4K2026-11-03
Kathmere Capital Management, LLC
INCREASED38,72730,944+7,783+25%$4.0M$5.6M+$1.7M2026-10-20
St. Louis Financial Planners Asset Management, LLC
INCREASED38,70738,510+197+1%$5.0M$5.6M+$576.2K2026-10-16
Diversify Wealth Management, LLC
INCREASED38,61229,135+9,477+33%$3.8M$5.6M+$1.8M2026-10-20
Diversify Advisory Services, LLC
INCREASED38,61229,135+9,477+33%$3.8M$5.6M+$1.8M2026-10-20
Chicago Trust Co NA
DECREASED38,42642,935-4,509-10%$5.5M$5.6M+$66.5K2026-10-28
Founders Capital Management
DECREASED38,38138,583-202-1%$5.0M$5.6M+$619.2K2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
DECREASED37,907111,011-73,104-66%$14.3M$5.5M-$8.8M2026-10-21
Welch Group, LLC
INCREASED37,86837,231+637+2%$4.8M$5.5M+$718.4K2026-10-29
Bdf-Gestion
DECREASED37,67342,451-4,778-11%$3.3M$5.5M+$2.2M2026-10-19
Hengehold Capital Management LLC
DECREASED37,64847,453-9,805-21%$6.1M$5.5M-$627.1K2026-10-16
TSP Capital Management Group, LLC
UNCHANGED37,59437,59400%$4.8M$5.5M+$631.9K2026-10-15
Frank, Rimerman Advisors LLC
DECREASED37,40337,710-307-1%$4.8M$5.4M+$589.3K2026-10-16
Oakworth Capital, Inc.
INCREASED37,18537,177+8+0%$4.8M$5.4M+$641.6K2026-10-26
BG Investment Services, LLC
NEW37,120—+37,120——$5.4M—2026-10-23
VMS Asset Management Limited
NEW37,095—+37,095——$5.4M—2026-10-15
Lineweaver Wealth Advisors, LLC
INCREASED36,72735,950+777+2%$4.6M$5.3M+$717.2K2026-10-13
Jackson Square Capital, LLC
INCREASED36,29734,686+1,611+5%$4.5M$5.3M+$817.2K2026-10-19
Univest Financial Corp
INCREASED36,16924,610+11,559+47%$3.2M$5.3M+$2.1M2026-11-05
Caldwell Trust Co
INCREASED35,98635,474+512+1%$4.6M$5.2M+$670.7K2026-10-30
Boyd Watterson Asset Management LLC
INCREASED35,97835,559+419+1%$4.6M$5.2M+$658.6K2026-11-06
Manchester Capital Management LLC
DECREASED35,95936,199-240-1%$4.7M$5.2M+$573.6K2026-10-22
Blue Trust, Inc.
DECREASED35,93041,616-5,686-14%$5.3M$5.2M-$126.7K2026-10-15
Aprio Wealth Management, LLC
DECREASED35,74035,856-1160%$4.6M$5.2M+$585.9K2026-10-28
Lanark Financial, Inc.
DECREASED35,59037,890-2,300-6%$4.9M$5.2M+$302.6K2026-10-26
CX Institutional
DECREASED35,53095,317-59,787-63%$12.2K$5.2K-$7.1K2026-10-02
Symphony Financial, Ltd. Co.
DECREASED35,53035,684-1540%$4.6M$5.3M+$649.4K2026-10-22
Family Legacy, Inc.
INCREASED35,48635,196+290+1%$4.5M$5.2M+$633.8K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED35,23829,226+6,012+21%$3.8M$5.1M+$1.3M2026-10-13
Advisor OS, LLC
DECREASED35,11736,859-1,742-5%$4.7M$5.1M+$366.7K2026-11-03
Axxcess Wealth Management, LLC
DECREASED35,09162,830-27,739-44%$8.1M$5.1M-$3.0M2026-10-21
Bfsg, LLC
DECREASED34,95835,943-985-3%$4.6M$5.1M+$461.1K2026-10-30
Bernardo Wealth Planning LLC
INCREASED34,89617,399+17,497+101%$2.2M$5.1M+$2.8M2026-10-23
WealthPlan Investment Management, LLC
INCREASED34,88333,167+1,716+5%$4.3M$5.1M+$806.9K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED34,76433,988+776+2%$4.4M$5.1M+$684.1K2026-10-08
Prevail Innovative Wealth Advisors, LLC
INCREASED34,68929,458+5,231+18%$3.8M$5.0M+$1.2M2026-10-20
Angeles Wealth Management, LLC
DECREASED34,66937,088-2,419-7%$4.8M$5.1M+$270.3K2026-10-26
Western Financial Corp
INCREASED34,5125,469+29,043+531%$702.8K$5.0M+$4.3M2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED34,15731,533+2,624+8%$4.1M$5.0M+$911.4K2026-10-23
Visionary Wealth Advisors
INCREASED33,97633,945+31+0%$4.4M$4.9M+$575.2K2026-11-04
Palisade Asset Management, LLC
DECREASED33,96435,395-1,431-4%$4.5M$4.9M+$387.1K2026-11-03
Northside Capital Management, LLC
DECREASED33,93335,283-1,350-4%$4.5M$4.9M+$397.0K2026-10-13
Indivisible Partners
INCREASED33,87117,859+16,012+90%$2.3M$4.9M+$2.6M2026-10-26
VestGen Advisors, LLC
INCREASED33,67432,161+1,513+5%$4.1M$4.9M+$760.4K2026-10-27
Resonant Capital Advisors, LLC
INCREASED33,30631,697+1,609+5%$4.1M$4.9M+$768.4K2026-10-15
Mechanics Bank Trust Department
INCREASED33,29432,592+702+2%$4.2M$4.8M+$649.9K2026-10-13
Stokes Capital Advisors, LLC
INCREASED33,2855,373+27,912+519%$690.4K$4.8M+$4.1M2026-10-09
Penobscot Investment Management Company, Inc.
INCREASED33,22231,382+1,840+6%$4.0M$4.8M+$794.9K2026-10-26
Point Windward Advisors Inc.
DECREASED33,16834,051-883-3%$4.4M$4.8M+$444.1K2026-11-06
Washington Trust Co
DECREASED33,10133,197-960%$4.3M$4.8M+$544.2K2026-10-22
BLB&B Advisors, LLC
DECREASED33,03936,377-3,338-9%$4.7M$4.8M+$126.3K2026-10-27
Money Concepts Capital Corp
INCREASED32,86332,575+288+1%$4.2M$4.8M+$589.5K2026-11-06
Accurate Wealth Management, LLC
INCREASED32,69529,492+3,203+11%$3.6M$4.6M+$999.4K2026-10-20
Brown, Lisle Ings, Inc.
DECREASED32,68933,055-366-1%$4.2M$4.8M+$502.5K2026-10-16
Nvwm, LLC
INCREASED32,63732,439+198+1%$4.2M$4.7M+$574.1K2026-10-14
Lodestone Wealth Management LLC
DECREASED32,58032,793-213-1%$4.2M$4.7M+$520.4K2026-10-14
Pathway Financial Advisers, LLC
INCREASED32,52932,011+518+2%$4.1M$4.7M+$613.4K2026-10-27
OmniStar Financial Group, Inc.
INCREASED32,51123,190+9,321+40%$3.0M$4.7M+$1.7M2026-10-26
Shepherd Financial Partners LLC
DECREASED32,46432,703-239-1%$4.2M$4.7M+$515.0K2026-11-03
Wynn Capital, LLC
DECREASED32,44932,539-900%$4.2M$4.7M+$533.9K2026-10-13
Grey Ledge Advisors, LLC
INCREASED32,40132,342+59+0%$4.2M$4.7M+$552.3K2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED32,22243,828-11,606-26%$5.6M$4.7M-$949.6K2026-10-14
TritonPoint Partners, LLC
DECREASED32,00264,967-32,965-51%$8.4M$4.7M-$3.7M2026-11-05
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED31,71831,71800%$4.1M$4.6M+$533.2K2026-11-06
PFG Advisors
INCREASED31,69831,306+392+1%$4.0M$4.6M+$583.2K2026-10-16
DT Investment Partners, LLC
INCREASED31,59530,995+600+2%$4.0M$4.6M+$608.2K2026-10-27
Herold Advisors, Inc.
DECREASED31,51031,620-1100%$4.1M$4.6M+$508.7K2026-10-19
Stolper Co
DECREASED31,49031,675-185-1%$4.1K$4.6K+$5062026-10-13
Parcion Private Wealth LLC
INCREASED31,29130,676+615+2%$3.9M$4.5M+$605.0K2026-10-28
S-Bank Fund Management Ltd
INCREASED31,26330,426+837+3%$3.9M$4.5M+$633.1K2026-11-06
Alpha Omega Wealth Management LLC
INCREASED31,11630,580+536+2%$3.9M$4.5M+$591.9K2026-10-23
Hudock, Inc.
DECREASED31,11431,152-380%$4.0M$4.5M+$518.1K2026-10-14
Turtle Creek Wealth Advisors, LLC
INCREASED31,05228,968+2,084+7%$3.7M$4.5M+$789.5K2026-10-15
Myriad Asset Management Advisors LLC
NEW30,957—+30,957——$4.5M—2026-11-03
Glass Wealth Management Co LLC
INCREASED30,64429,119+1,525+5%$3.7M$4.5M+$711.1K2026-10-28
Community Trust & Investment Co
DECREASED30,51734,265-3,748-11%$4.4M$4.4M+$31.3K2026-10-15
Coastline Trust Co
DECREASED30,50930,609-1000%$3.9M$4.4M+$500.0K2026-10-01
Global Financial Private Client, LLC
DECREASED30,49339,125-8,632-22%$5.0M$4.4M-$596.5K2026-10-15
Independence Bank of Kentucky
DECREASED30,31130,740-429-1%$4.0M$4.4M+$454.4K2026-10-26
Lesa Sroufe & Co
UNCHANGED30,18930,18900%$655.3K$964-$654.3K2026-10-29
Allegheny Financial Group
INCREASED30,17530,018+157+1%$3.9M$4.4M+$527.4K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED30,12029,988+132+0%$3.9M$4.4M+$532.2K2026-10-30
Kerusso Capital Management LLC
INCREASED30,06516,017+14,048+88%$2.1M$4.4M+$2.3M2026-10-27
Fulcrum Asset Management LLP
INCREASED30,03612,112+17,924+148%$1.6M$4.5M+$2.9M2026-11-04
Albion Financial Group
DECREASED30,02230,544-522-2%$3.9M$4.4M+$437.6K2026-10-21
PKO Investment Management Joint-Stock Co
UNCHANGED30,00030,00000%$3.9M$4.4M+$504.3K2026-10-19
Shoker Investment Counsel, Inc.
INCREASED29,98829,948+40+0%$3.8M$4.4M+$509.3K2026-11-04
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED29,87731,340-1,463-5%$4.0M$4.3M+$314.2K2026-11-03
Eagle Rock Investment Company, LLC
DECREASED29,86829,913-450%$3.8M$4.3M+$496.3K2026-10-21
New England Research & Management, Inc.
INCREASED29,76527,279+2,486+9%$3.5M$4.3M+$819.8K2026-10-16
Cordatus Wealth Management LLC
DECREASED29,70629,906-200-1%$3.8M$4.3M+$473.6K2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED29,66428,760+904+3%$3.7M$4.3M+$614.8K2026-10-27
EagleClaw Capital Managment, LLC
DECREASED29,62930,088-459-2%$3.9M$4.3M+$439.1K2026-11-06
Zweig-DiMenna Associates LLC
NEW29,600—+29,600——$4.3M—2026-11-06
Global Trust Asset Management, LLC
INCREASED29,54728,730+817+3%$3.7M$4.3M+$601.7K2026-10-19
Brown Shipley& Co Ltd
DECREASED29,39836,729-7,331-20%$4.7M$4.3M-$447.9K2026-10-09
William B. Walkup & Associates, Inc.
INCREASED29,39827,033+2,365+9%$3.5M$4.3M+$798.1K2026-11-05
R.H. Dinel Investment Counsel, Inc.
DECREASED29,36531,365-2,000-6%$4.0M$4.3M+$236.6K2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED29,17828,910+268+1%$3.7M$4.2M+$524.9K2026-10-28
Investment House LLC
DECREASED29,17755,020-25,843-47%$7.1M$4.2M-$2.8M2026-10-21
Central Bank & Trust Co
DECREASED29,16529,437-272-1%$3.8M$4.2M+$455.3K2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED29,16128,659+502+2%$3.7M$4.2M+$518.9K2026-10-23
A. D. Beadell Investment Counsel, Inc.
DECREASED29,11629,714-598-2%$3.8K$4.2K+$4122026-10-14
China Universal Asset Management Co., Ltd.
DECREASED29,04729,663-616-2%$3.8M$4.4M+$527.1K2026-10-28
Laurion Capital Management LP
INCREASED28,8663,197+25,669+803%$410.8K$4.2M+$3.8M2026-10-30
Werlinich Asset Management, LLC
UNCHANGED28,83528,83500%$3.7M$4.2M+$484.7K2026-10-09
Bailard, Inc.
INCREASED28,80126,669+2,132+8%$3.4M$4.2M+$758.2K2026-10-13
Harvey Investment Co LLC
UNCHANGED28,75428,75400%$3.7M$4.2K-$3.7M2026-10-20
Newman Dignan & Sheerar, Inc.
INCREASED28,74928,738+11+0%$3.7M$4.2M+$484.6K2026-10-21
Chilton Capital Management LLC
DECREASED28,67529,329-654-2%$3.8M$4.2M+$398.0K2026-10-28
J.P. Marvel Investment Advisors, LLC
UNCHANGED28,67028,67000%$3.7M$4.2M+$481.9K2026-11-02
Procyon Advisors, LLC
DECREASED28,64850,916-22,268-44%$6.5M$4.2M-$2.4M2026-10-21
IFP Advisors, Inc
DECREASED28,64330,895-2,252-7%$4.0M$4.2M+$192.1K2026-10-16
Prudent Man Advisors, LLC
INCREASED28,51428,446+68+0%$3.7M$4.1M+$488.1K2026-11-03
Essex Bank
INCREASED28,40828,245+163+1%$3.6M$4.1M+$498.5K2026-10-16
M&G Plc
DECREASED28,312210,965-182,653-87%$27.2M$4.1M-$23.1M2026-11-04
ZWJ Investment Counsel Inc
INCREASED28,27726,437+1,840+7%$3.4M$4.1M+$711.8K2026-10-15
Heritage Wealth Management, Inc.
DECREASED28,16928,609-440-2%$3.7M$4.1M+$417.0K2026-10-28
Cornerstone Planning, LLC
INCREASED28,13428,026+108+0%$3.6M$3.8M+$155.9K2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED27,99628,812-816-3%$3.7M$4.1M+$365.8K2026-10-07
Community Financial Services Group, LLC
DECREASED27,99429,385-1,391-5%$3.7M$4.0M+$341.8K2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED27,98127,98100%$3.6M$3.6M$02026-10-15
BigSur Wealth Management LLC
UNCHANGED27,96027,96000%$3.6M$4.1M+$470.0K2026-10-13
RED Cedar Investment Management, LLC
INCREASED27,93120,972+6,959+33%$2.7M$4.1M+$1.4M2026-11-04
Malaga Cove Capital, LLC
DECREASED27,86428,235-371-1%$3.6M$4.0M+$420.7K2026-10-23
Harbor Capital Advisors, Inc.
INCREASED27,82927,785+44+0%$3.6M$4.0K-$3.6M2026-10-22
Means Investment Co., Inc.
DECREASED27,81127,981-170-1%$3.6M$4.0M+$445.7K2026-11-03
Wespac Advisors, LLC
UNCHANGED27,79827,79800%$3.6M$4.0M+$467.3K2026-10-26
Perpetual Ltd
DECREASED27,793609,565-581,772-95%$78.3M$4.0M-$74.3M2026-10-13
Lynx Capital Group LTD
DECREASED27,66227,879-217-1%$3.6M$4.0M+$437.0K2026-11-04
Trust Asset Management LLC
UNCHANGED27,62427,62400%$3.5M$4.0M+$464.4K2026-11-03
Vestor Capital, LLC
INCREASED27,607166+27,441+16531%$85$2.4K+$2.3K2026-11-04
Spire Wealth Management
INCREASED27,59019,212+8,378+44%$2.5M$4.0M+$1.5M2026-10-30
Victrix Investment Advisors
INCREASED27,58826,958+630+2%$3.5M$4.0M+$544.7K2026-10-13
Essex LLC
INCREASED27,57027,256+314+1%$3.5M$4.0M+$503.8K2026-10-14
CMH Wealth Management LLC
DECREASED27,38228,358-976-3%$3.7M$4.0M+$334.4K2026-10-22
VCI Wealth Management LLC
DECREASED27,31629,344-2,028-7%$3.8M$4.0M+$198.6K2026-10-29
True Private Wealth Advisors
INCREASED27,17927,029+150+1%$3.5M$3.9M+$476.3K2026-10-19
EverSource Wealth Advisors, LLC
INCREASED27,05826,464+594+2%$3.4M$3.9M+$531.2K2026-11-04
Wright Investors Service Inc
DECREASED27,04827,422-374-1%$3.5M$3.9M+$406.6K2026-11-02
Bison Wealth, LLC
INCREASED27,01826,444+574+2%$3.4M$3.9M+$577.2K2026-10-13
Mogy Joel R Investment Counsel Inc
INCREASED26,98326,683+300+1%$3.4M$3.9M+$492.1K2026-10-13
PW Nova Financial Services LLC
DECREASED26,89528,064-1,169-4%$3.6M$3.9M+$301.8K2026-10-15
Blue Fin Capital, Inc.
DECREASED26,67626,735-590%$3.4M$3.9M+$440.9K2026-10-28
American National Bank & Trust
DECREASED26,61226,998-386-1%$3.5M$3.9M+$397.8K2026-10-07
Valmark Advisers, Inc.
DECREASED26,60126,899-298-1%$3.5M$3.9M+$408.9K2026-11-06
Patten Group, Inc.
INCREASED26,48626,376+110+0%$3.4M$3.8M+$459.3K2026-10-26
Red Spruce Capital, LLC
DECREASED26,41626,440-240%$3.4M$3.8M+$441.0K2026-10-07
Wellington Grp LLC
INCREASED26,38726,263+124+0%$3.4M$3.8M+$459.5K2026-11-06
CFS Investment Advisory Services, LLC
DECREASED26,21026,467-257-1%$3.4M$3.7M+$291.2K2026-10-19
McAdam, LLC
INCREASED26,20325,372+831+3%$3.3M$3.8M+$547.3K2026-10-21
3Chopt Investment Partners, LLC
INCREASED25,96924,198+1,771+7%$3.1M$3.8M+$665.4K2026-10-30
LMG Wealth Partners, LLC
INCREASED25,86625,729+137+1%$3.3M$3.8M+$452.3K2026-11-05
Matrix Trust Co
INCREASED25,75124,606+1,145+5%$3.2K$3.7K+$5802026-10-07
Parkside Financial Bank & Trust
INCREASED25,71925,116+603+2%$3.2M$3.7M+$509.9K2026-10-27
First Financial Bank - Trust Division
DECREASED25,69626,128-432-2%$3.4M$3.7M+$376.4K2026-10-01
McKinley Carter Wealth Services, Inc.
INCREASED25,66524,973+692+3%$3.2M$3.7M+$520.3K2026-10-16
Linden Thomas Advisory Services, LLC
INCREASED25,57125,106+465+2%$3.2M$3.7M+$489.6K2026-10-19
Nilsine Partners, LLC
DECREASED25,54326,144-601-2%$3.4M$3.7M+$352.1K2026-11-02
Precedent Wealth Partners, LLC
INCREASED25,52923,322+2,207+9%$3.0M$3.7M+$712.8K2026-10-21
Massachusetts Wealth Management
INCREASED25,50223,717+1,785+8%$3.0M$3.7M+$658.1K2026-10-21
Towne Trust Company, N.a
INCREASED25,47824,771+707+3%$3.2M$3.7M+$519.1K2026-10-28
Aries Wealth Management
DECREASED25,45725,514-570%$3.3M$3.7M+$420.6K2026-10-23
Cornerstone Wealth Group, LLC
INCREASED25,28923,956+1,333+6%$3.1M$3.7M+$596.5K2026-11-02
Cypress Capital, LLC
INCREASED25,24824,880+368+1%$3.2M$3.7M+$471.7K2026-10-20
Fairvoy Private Wealth, LLC
INCREASED25,0934,768+20,325+426%$612.7K$3.6M+$3.0M2026-10-19
Marino, Stram & Associates LLC
INCREASED24,97624,413+563+2%$3.1M$3.6M+$492.2K2026-10-22
Curbstone Financial Management Corp
INCREASED24,96424,914+50+0%$3.2M$3.6M+$426.1K2026-10-21
SevenBridge Financial Group, LLC
DECREASED24,87625,263-387-2%$3.2M$3.7M+$440.8K2026-10-26
Ellis Investment Partners, LLC
DECREASED24,84824,852-40%$3.2M$3.6M+$417.2K2026-10-21
Parr Mcknight Wealth Management Group, LLC
DECREASED24,78525,951-1,166-4%$3.3M$3.6M+$266.8K2026-10-30
Aaron Wealth Advisors LLC
DECREASED24,66326,456-1,793-7%$3.4M$3.6M+$184.2K2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW24,447—+24,447——$3.5M—2026-10-15
Beacon Investment Advisory Services, Inc.
DECREASED24,37025,298-928-4%$3.3M$3.5M+$290.4K2026-10-13
Arvest Investments, Inc.
DECREASED24,22330,803-6,580-21%$4.0M$3.5M-$438.3K2026-10-21
Oakmont Investment Advisors, Inc.
INCREASED24,21924,110+109+0%$3.1M$3.5M+$421.2K2026-10-21
KMG Fiduciary Partners, LLC
DECREASED23,93426,379-2,445-9%$3.4M$3.5M+$88.2K2026-10-14
CFC Planning Co LLC
DECREASED23,85223,994-142-1%$3.1M$3.5M+$383.0K2026-10-28
MCF Advisors LLC
DECREASED23,79923,882-830%$3.1M$3.5M+$389.4K2026-10-28
Soltis Investment Advisors LLC
DECREASED23,51248,517-25,005-52%$6.2M$3.4M-$2.8M2026-10-28
Jefferies Financial Group Inc.
DECREASED23,500362,956-339,456-94%$46.6M$3.4M-$43.2M2026-11-05
Archford Capital Strategies, LLC
DECREASED23,46727,354-3,887-14%$3.5M$3.4M-$105.0K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED23,42722,273+1,154+5%$2.9M$3.4M+$542.1K2026-11-04
Little House Capital LLC
DECREASED23,27926,318-3,039-12%$3.4M$3.4M+$8352026-11-06
Deseret Mutual Benefit Administrators
INCREASED23,25223,182+70+0%$3.0M$3.4M+$399.9K2026-11-04
Pekin Hardy Strauss, Inc.
DECREASED23,19124,621-1,430-6%$3.2M$3.4M+$206.1K2026-11-02
Cigna Investments Inc
DECREASED23,14823,473-325-1%$3.0M$3.4K-$3.0M2026-10-19
Journey Advisory Group, LLC
DECREASED23,13423,149-150%$3.0M$3.4M+$387.0K2026-11-04
BNC Wealth Management, LLC
NEW23,118—+23,118——$3.4M—2026-10-19
Sierra Summit Advisors LLC
INCREASED22,95521,917+1,038+5%$2.8M$3.3M+$519.3K2026-10-28
Renaissance Investment Group LLC
INCREASED22,8778,037+14,840+185%$1.0M$3.3M+$2.3M2026-10-28
Lawood & Co
DECREASED22,85423,298-444-2%$3.0M$3.3M+$327.1K2026-10-09
Monument Capital Management
INCREASED22,83022,665+165+1%$2.9M$3.3M+$405.0K2026-10-09
Brown Miller Wealth Management, LLC
INCREASED22,79422,736+58+0%$2.9M$3.3M+$390.6K2026-11-02
MV Capital Management, Inc.
DECREASED22,76422,792-280%$2.9M$3.3M+$379.1K2026-10-29
Nations Financial Group Inc,
DECREASED22,73223,911-1,179-5%$3.1M$3.3M+$230.7K2026-11-05
Marathon Capital Management
DECREASED22,72123,351-630-3%$3.0M$3.3M+$301.1K2026-10-23
Archer Investment Corp
INCREASED22,70721,453+1,254+6%$2.8M$3.3M+$542.8K2026-11-05
Calamos Wealth Management LLC
INCREASED22,67420,811+1,863+9%$2.7M$3.3M+$620.5K2026-11-02
International Assets Investment Management, LLC
DECREASED22,65125,392-2,741-11%$3.2M$3.3M+$73.7K2026-11-02
Gilliland Jeter Wealth Management LLC
DECREASED22,61422,675-610%$2.9M$3.3M+$372.3K2026-10-28
Reynders McVeigh Capital Management, LLC
INCREASED22,60822,379+229+1%$2.9M$3.3M+$409.2K2026-10-30
Mystic Asset Management, Inc.
DECREASED22,47322,899-426-2%$2.9M$3.3M+$323.0K2026-10-15
LVW Advisors, LLC
DECREASED22,29222,654-362-2%$2.9M$3.2M+$328.2K2026-10-19
CGN Advisors LLC
DECREASED22,26927,689-5,420-20%$3.6M$3.2M-$322.2K2026-10-21
LS Investment Advisors, LLC
DECREASED22,24822,418-170-1%$2.9M$3.2M+$352.1K2026-10-13
Shrier Wealth Management, LLC
INCREASED22,24422,112+132+1%$2.8M$3.2M+$390.9K2026-10-20
Certuity, LLC
INCREASED22,24218,642+3,600+19%$2.4M$3.2M+$836.5K2026-11-02
Signal Advisors Wealth, LLC
INCREASED22,22416,779+5,445+32%$2.2M$3.2M+$1.1M2026-10-13
Private Management Group Inc
DECREASED22,12222,282-160-1%$2.9M$3.2M+$351.3K2026-11-04
Peoples Financial Services Corp.
DECREASED22,06722,170-1030%$2.8M$3.2M+$357.7K2026-10-20
Enhancing Capital LLC
UNCHANGED22,06722,06700%$2.8M$3.2M+$370.9K2026-10-26
Portside Wealth Group, LLC
INCREASED22,05621,032+1,024+5%$2.7M$3.2M+$502.3K2026-10-20
NTV Asset Management LLC
INCREASED22,02521,525+500+2%$2.8M$3.2M+$434.5K2026-10-23
Childress Capital Advisors, LLC
INCREASED21,95121,037+914+4%$2.7M$3.2M+$486.4K2026-10-28
Personal CFO Solutions, LLC
DECREASED21,85624,511-2,655-11%$3.2M$3.2M+$24.1K2026-11-06
Premier Path Wealth Partners, LLC
INCREASED21,80218,915+2,887+15%$2.4M$3.2M+$737.4K2026-10-16
Sippican Capital Advisors
DECREASED21,76422,030-266-1%$2.8M$3.2M+$331.7K2026-10-23
Dominguez Wealth Management Solutions, Inc.
DECREASED21,69122,203-512-2%$2.9M$3.2M+$298.7K2026-10-07
Traynor Capital Management, Inc.
DECREASED21,67721,894-217-1%$2.8M$3.1M+$336.4K2026-10-29
Fragasso Financial Advisors Inc
INCREASED21,52312,421+9,102+73%$1.6M$3.1M+$1.5M2026-10-13
Montecito Bank & Trust
INCREASED21,28421,223+61+0%$2.7M$3.1M+$365.6K2026-10-01
First Premier Bank
DECREASED21,26921,539-270-1%$2.8K$3.1K+$3222026-10-13
Altura Wealth Advisors Inc.
DECREASED21,26121,760-499-2%$2.8M$3.1M+$293.3K2026-10-22
Catherine Avery Investment Management LLC
DECREASED21,23153,596-32,365-60%$6.9M$3.1M-$3.8M2026-10-14
Littlejohn Financial Services, Inc.
DECREASED21,15822,440-1,282-6%$2.9M$3.1M+$190.9K2026-11-06
Beacon Bank & Trust
DECREASED20,87822,741-1,863-8%$2.9M$3.0M+$111.6K2026-10-27
Flavin Financial Services, Inc.
DECREASED20,77823,296-2,518-11%$3.0M$3.0M+$25.7K2026-10-21
Thrive Wealth Management, LLC
INCREASED20,77218,054+2,718+15%$2.3M$3.0M+$698.4K2026-10-13
Brandywine OAK Private Wealth LLC
DECREASED20,76120,784-230%$2.7M$3.0M+$346.0K2026-10-23
Catalyst Financial Partners LLC
INCREASED20,73320,205+528+3%$2.6M$3.0M+$416.4K2026-11-06
Marathon Wealth Advisors LLC
DECREASED20,72620,801-750%$2.7M$3.0M+$338.7K2026-11-04
Next Level Private LLC
INCREASED20,71620,575+141+1%$2.6M$3.0M+$366.2K2026-10-20
Onyx Bridge Wealth Group LLC
INCREASED20,67220,486+186+1%$2.6M$3.0M+$371.4K2026-10-16
Allen Wealth Management, LLC
DECREASED20,51723,602-3,085-13%$3.0M$3.0M-$51.5K2026-10-29
Steel Grove Capital Advisors, LLC
INCREASED20,47920,364+115+1%$2.6M$3.0M+$359.0K2026-10-13
Machina Capital S.A.S.
NEW20,452—+20,452——$3.0M—2026-11-05
Insight Inv LLC
UNCHANGED20,42820,42800%$2.6M$3.0M+$343.4K2026-10-27
Ti-Trust, Inc
INCREASED20,32920,300+29+0%$2.6M$3.0M+$345.5K2026-10-21
Burke & Herbert Bank & Trust Co
DECREASED20,29420,309-150%$2.6M$2.9M+$339.2K2026-11-02
Silverlake Wealth Management LLC
DECREASED20,29121,599-1,308-6%$2.8M$2.9M+$173.0K2026-10-21
Dagco, Inc.
INCREASED20,29020,095+195+1%$2.6M$2.9M+$366.1K2026-10-20
Inscription Capital, LLC
DECREASED20,28026,514-6,234-24%$3.4M$2.9M-$460.2K2026-11-02
Retirement Guys Formula LLC
INCREASED20,27119,784+487+2%$2.5M$2.9M+$403.3K2026-10-26
Valley National Advisers Inc
DECREASED20,24544,957-24,712-55%$5.8M$2.9M-$2.8M2026-10-23
Everhart Financial Group, Inc.
INCREASED20,24119,484+757+4%$2.5M$2.9M+$437.5K2026-10-08
Family Capital Trust Co
UNCHANGED20,23220,23200%$2.6M$2.9M+$340.1K2026-10-22
SWS Partners
DECREASED20,18320,508-325-2%$2.7M$3.0M+$297.6K2026-10-26
RFG Advisory, LLC
DECREASED20,17220,666-494-2%$2.7M$2.9M+$275.6K2026-11-03
IVC Wealth Advisors LLC
DECREASED20,08921,139-1,050-5%$2.7M$2.9M+$202.9K2026-10-23
Mindset Wealth Management, LLC
INCREASED20,02319,964+59+0%$2.6M$2.9M+$344.2K2026-10-19
Inman Jager Wealth Management, LLC
DECREASED19,85020,279-429-2%$2.6M$2.9M+$278.6K2026-11-05
Jeppson Wealth Management, LLC
DECREASED19,80320,022-219-1%$2.6M$2.9M+$304.7K2026-10-20
Pflug Koory, LLC
UNCHANGED19,80319,80300%$2.5M$2.9M+$332.9K2026-10-26
Key FInancial Inc
DECREASED19,79422,676-2,882-13%$2.9M$2.9M-$37.6K2026-11-02
Value Partners Investments Inc.
INCREASED19,63118,475+1,156+6%$2.4M$2.9M+$489.2K2026-10-19
Moneco Advisors, LLC
INCREASED19,60318,894+709+4%$2.4M$2.8M+$420.7K2026-11-05
Insight Advisors, LLC/ PA
INCREASED19,59119,571+20+0%$2.5M$2.8M+$331.8K2026-10-22
Barry Investment Advisors, LLC
DECREASED19,58419,781-197-1%$2.5M$2.9M+$320.7K2026-10-14
SeaCrest Wealth Management, LLC
DECREASED19,55421,502-1,948-9%$2.8M$2.8M+$78.4K2026-10-21
Ramsay, Stattman, Vela & Price, Inc.
INCREASED19,54716,523+3,024+18%$2.1M$2.8M+$717.2K2026-10-19
Clearstead Trust, LLC
INCREASED19,50619,379+127+1%$2.5M$2.8M+$344.2K2026-11-06
Jefferson Bridge Capital, LLC
UNCHANGED19,47019,47000%$2.5M$2.8M+$327.3K2026-11-06
Thompson Investment Management, Inc.
DECREASED19,45124,470-5,019-21%$3.1M$2.8M-$318.0K2026-10-14
Probity Advisors, Inc.
DECREASED19,44419,934-490-2%$2.6M$2.8M+$263.9K2026-10-23
Dudley Capital Management, LLC
INCREASED19,38219,376+6+0%$2.5M$2.8M+$326.8K2026-10-23
Stableford Capital II LLC
DECREASED19,31019,941-631-3%$2.6M$2.8M+$243.5K2026-10-09
Avestar Capital, LLC
INCREASED19,16918,444+725+4%$2.4M$2.8M+$408.2K2026-10-28
bLong Financial, LLC
INCREASED19,08218,742+340+2%$2.4M$2.8M+$364.4K2026-10-29
RMR Wealth Builders
INCREASED18,99518,454+541+3%$2.4M$2.8M+$388.8K2026-10-22
Orca Investment Management, LLC
DECREASED18,98619,257-271-1%$2.5M$2.8M+$284.3K2026-10-29
Tealwood Asset Management Inc
DECREASED18,98419,133-149-1%$2.5K$2.8K+$3002026-10-13
Van Cleef Asset Management,Inc
UNCHANGED18,93318,93300%$2.4M$2.8M+$318.3K2026-10-20
Investors Asset Management of Georgia Inc
DECREASED18,91219,079-167-1%$2.5M$2.7M+$296.4K2026-10-20
Kendall Capital Management
DECREASED18,81919,682-863-4%$2.5M$2.7M+$205.5K2026-10-23
ARS Investment Partners, LLC
DECREASED18,71521,672-2,957-14%$2.8M$2.7M-$65.4K2026-11-05
Brady Martz Wealth Solutions, LLC
DECREASED18,66120,562-1,901-9%$2.6M$2.7M+$69.5K2026-11-05
JFS Wealth Advisors, LLC
DECREASED18,58718,599-120%$2.4M$2.7M+$310.9K2026-11-03
PDS Planning, Inc
INCREASED18,57417,830+744+4%$2.3M$2.7M+$407.9K2026-11-03
SBI Securities Co., Ltd.
DECREASED18,54118,631-900%$2.4M$2.7M+$300.1K2026-10-22
Ascentis Independent Advisors
INCREASED18,536300+18,236+6079%$38.5K$2.7M+$2.7M2026-11-03
HBW Advisory Services LLC
DECREASED18,45427,037-8,583-32%$3.5M$2.7M-$792.6K2026-10-15
Howard Capital Management, LLC
DECREASED18,42018,609-189-1%$2.4M$2.7M+$285.4K2026-10-16
Carrera Capital Advisors
INCREASED18,4112,006+16,405+818%$259.4K$2.7M+$2.4M2026-11-03
First County Bank
DECREASED18,39418,788-394-2%$2.4M$2.7M+$258.6K2026-10-13
Aull & Monroe Investment Management Corp
DECREASED18,38218,386-40%$2.4M$2.7M+$308.5K2026-10-16
Home Federal Bank of Tennessee
INCREASED18,36518,095+270+1%$2.3M$2.7M+$343.4K2026-10-15
Evermay Wealth Management LLC
INCREASED18,32618,218+108+1%$2.4M$2.7M+$323.2K2026-11-05
Enterprise Financial Services Corp
DECREASED18,27118,619-348-2%$2.4M$2.7M+$262.4K2026-11-03
Axxion S.A.
DECREASED18,26718,507-240-1%$2.4M$2.7M+$276.2K2026-10-22
Wolff Wiese Magana LLC
DECREASED18,22318,367-144-1%$2.4M$2.6M+$287.7K2026-10-15
apricus wealth, LLC
DECREASED18,21341,328-23,115-56%$5.3M$2.6M-$2.7M2026-10-26
Congress Asset Management Co
INCREASED18,2045,371+12,833+239%$690.2K$2.6M+$2.0M2026-10-06
Riverbend Wealth Management, LLC
DECREASED18,20220,277-2,075-10%$2.6M$2.6M+$39.4K2026-10-15
Stone Summit Wealth LLC
INCREASED18,09617,426+670+4%$2.2M$2.6M+$390.3K2026-10-14
Avity Investment Management Inc.
DECREASED18,08718,402-315-2%$2.4M$2.6M+$263.6K2026-10-09
Fruth Investment Management
DECREASED17,89517,950-550%$2.3K$2.6K+$2942026-10-13
First City Capital Management, Inc.
DECREASED17,88817,988-100-1%$2.3M$2.6M+$287.8K2026-10-27
Alta Advisers Ltd
INCREASED17,8579,584+8,273+86%$1.2M$2.6M+$1.4M2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED17,85418,407-553-3%$2.4M$2.6M+$229.1K2026-10-09
Altfest L J & Co Inc
DECREASED17,85418,355-501-3%$2.4M$2.6M+$235.7K2026-10-27
Old North State Wealth Management, LLC
INCREASED17,84817,648+200+1%$2.3M$2.6M+$326.1K2026-10-22
Caitong International Asset Management Co., Ltd
INCREASED17,7809,320+8,460+91%$1.2M$2.6M+$1.4M2026-10-29
Financial Advisory Partners, LLC
DECREASED17,60717,793-186-1%$2.3M$2.6M+$272.1K2026-10-23
Kestra Investment Management, LLC
INCREASED17,59416,464+1,130+7%$2.1M$2.6M+$441.0K2026-11-04
Atlantic Edge Private Wealth Management, LLC
INCREASED17,58417,433+151+1%$2.2M$2.6M+$315.0K2026-10-20
Diversified Enterprises, LLC
INCREASED17,56214,584+2,978+20%$1.9M$2.6M+$677.8K2026-10-19
Asset Dedication, LLC
INCREASED17,42416,886+538+3%$2.2M$2.5M+$362.0K2026-11-03
Gen-Wealth Partners Inc
DECREASED17,42320,497-3,074-15%$2.6M$2.5M-$102.2K2026-11-04
Cidel Asset Management Inc
DECREASED17,42018,925-1,505-8%$2.4M$2.5M+$99.4K2026-10-29
Moody National Bank Trust Division
DECREASED17,41320,628-3,215-16%$2.7M$2.5M-$120.4K2026-10-06
Ascent Wealth Partners, LLC
INCREASED17,39117,254+137+1%$2.2M$2.5M+$309.9K2026-10-23
Sentinel Trust Co LBA
DECREASED17,18017,190-100%$2.2K$2.5K+$2872026-11-03
Nfsg Corp
INCREASED17,15413,054+4,100+31%$1.7M$2.5M+$815.2K2026-10-15
Signet Investment Advisory Group, Inc.
DECREASED16,94517,170-225-1%$2.2M$2.5M+$255.9K2026-10-30
Cypress Asset Management Inc
DECREASED16,92717,282-355-2%$2.2M$2.5M+$238.9K2026-10-09
Provenance Wealth Advisors, LLC
INCREASED16,8111,532+15,279+997%$196.9K$2.4M+$2.2M2026-10-30
Schmidt P J Investment Management Inc
DECREASED16,78217,392-610-4%$2.2M$2.4M+$203.7K2026-11-02
Compass Ion Advisors, LLC
DECREASED16,67217,384-712-4%$2.2M$2.4M+$188.8K2026-10-23
Redmond Asset Management, LLC
DECREASED16,66118,174-1,513-8%$2.3M$2.4M+$85.7K2026-10-27
71 West Capital Partners
INCREASED16,64116,058+583+4%$2.1M$2.4M+$354.7K2026-11-04
Delta Financial Advisors LLC
INCREASED16,56616,179+387+2%$2.1M$2.4M+$328.1K2026-10-27
Facet Wealth, Inc.
INCREASED16,53712,129+4,408+36%$1.6M$2.4M+$844.4K2026-11-04
Murphy Pohlad Asset Management LLC
DECREASED16,50717,023-516-3%$2.2M$2.4M+$211.2K2026-10-22
Legacy Private Trust Co.
DECREASED16,50716,709-202-1%$2.1M$2.4M+$251.5K2026-10-06
Sheets Smith Wealth Management
DECREASED16,50221,343-4,841-23%$2.7M$2.4M-$344.7K2026-10-16
Gold Investment Management Ltd.
INCREASED16,50016,465+35+0%$2.1M$2.4M+$281.9K2026-10-19
St. Louis Trust Co
UNCHANGED16,45716,45700%$539.0K$2.4M+$1.9M2026-11-03
Atlas Brown,Inc.
INCREASED16,40816,181+227+1%$2.1M$2.4M+$305.1K2026-10-09
Portfolio Design Labs, LLC
INCREASED16,40616,354+52+0%$2.1M$2.4M+$282.5K2026-11-04
Natural Investments, LLC
INCREASED16,40515,454+951+6%$2.0M$2.4M+$398.8K2026-11-06
Castle Rock Wealth Management, LLC
DECREASED16,38928,419-12,030-42%$3.6M$2.3M-$1.2M2026-10-09
Dorato Capital Management
UNCHANGED16,37016,37000%$2.0M$2.3M+$315.1K2026-10-08
Compton Wealth Advisory Group, LLC
DECREASED16,36016,503-143-1%$2.1M$2.4M+$283.7K2026-10-13
Burney Co/
DECREASED16,33816,615-277-2%$2.1M$2.4M+$239.1K2026-10-15
Eley Financial Management, Inc
INCREASED16,31416,295+19+0%$2.1M$2.4M+$276.7K2026-11-03
Processus Wealth & Capital Management, LLC
DECREASED16,21416,407-193-1%$2.1M$2.4M+$247.7K2026-10-16
Gables Capital Management Inc.
DECREASED16,16716,302-135-1%$2.1M$2.3M+$254.4K2026-11-04
Gryphon Financial Partners LLC
INCREASED16,16016,044+116+1%$2.1M$2.3M+$286.5K2026-11-04
Trust Point Inc.
INCREASED16,10114,851+1,250+8%$1.9M$2.3M+$431.3K2026-10-27
Fiduciary Alliance LLC
DECREASED16,04116,686-645-4%$2.1M$2.3M+$186.9K2026-10-13
Kavar Capital Partners Group, LLC
DECREASED15,98716,019-320%$2.1M$2.3M+$264.7K2026-11-06
AMF Tjanstepension AB
UNCHANGED15,94715,94700%$2.0M$2.3M+$268.1K2026-10-22
BCS Wealth Management
INCREASED15,91315,887+26+0%$2.0M$2.3M+$270.8K2026-11-03
United Community Bank
DECREASED15,88816,030-142-1%$2.1M$2.3M+$248.8K2026-10-28
Doliver Advisors, LP
DECREASED15,86116,522-661-4%$2.1M$2.3M+$181.7K2026-10-01
Founders Financial Securities LLC
DECREASED15,84119,290-3,449-18%$2.5M$2.3M-$176.9K2026-10-28
Root Financial Partners, LLC
INCREASED15,80512,102+3,703+31%$1.6M$2.3M+$741.5K2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED15,75515,763-80%$2.0M$2.3M+$263.8K2026-11-02
High Net Worth Advisory Group LLC
INCREASED15,68315,581+102+1%$2.0M$2.3M+$276.7K2026-10-26
Kennebec Savings Bank
DECREASED15,68216,803-1,121-7%$2.2M$2.3M+$119.6K2026-10-22
Interchange Capital Partners, LLC
DECREASED15,66216,005-343-2%$2.1M$2.3M+$221.5K2026-10-28
Grove Bank & Trust
INCREASED15,64515,556+89+1%$2.0M$2.3M+$274.4K2026-10-08
St. Johns Investment Management Company, LLC
INCREASED15,63715,572+65+0%$2.0M$2.3M+$271.2K2026-10-30
Supplemental Annuity Collective Trust of NJ
DECREASED15,61015,841-231-1%$2.0M$2.3M+$232.7K2026-11-02
First Interstate Bank
DECREASED15,57715,822-245-2%$2.0M$2.3M+$230.4K2026-10-23
Hartford Financial Management Inc.
DECREASED15,56415,754-190-1%$2.0M$2.3M+$237.3K2026-10-21
Creative Financial Designs Inc
DECREASED15,49016,797-1,307-8%$2.2M$2.3M+$92.5K2026-11-04
Emerald Advisors, LLC
DECREASED15,46315,776-313-2%$2.0M$2.2M+$219.8K2026-10-13
Baldwin Wealth Partners LLC
DECREASED15,40215,669-267-2%$2.0M$2.2M+$224.6K2026-10-13
NWF Advisory Services Inc.
INCREASED15,35514,785+570+4%$1.9M$2.2M+$331.3K2026-10-19
Manske Wealth Management
DECREASED15,34015,455-115-1%$2.0M$2.2M+$243.1K2026-10-26
Lantz Financial LLC
DECREASED15,24317,221-1,978-11%$2.2M$2.2M+$2.1K2026-10-15
Capital Square, LLC
INCREASED15,23013,720+1,510+11%$1.7M$2.2M+$518.2K2026-10-19
Mraz, Amerine & Associates, Inc.
INCREASED15,17915,118+61+0%$1.9M$2.2M+$263.1K2026-10-30
Columbia Bank
INCREASED15,15914,852+307+2%$1.9M$2.2M+$294.3K2026-10-29
Yankcom Partnership
DECREASED15,14316,362-1,219-7%$2.1M$2.2M+$97.9K2026-10-15
Chapin Davis, Inc.
INCREASED15,13615,072+64+0%$1.9M$2.2M+$262.7K2026-10-09
Nicholas Hoffman & Company, Llc.
DECREASED15,13015,146-160%$1.9M$2.2M+$252.3K2026-10-30
Quattro Financial Advisors LLC
INCREASED15,01015,000+10+0%$1.9M$2.2M+$253.6K2026-10-15
Uhlmann Price Securities, LLC
INCREASED14,96913,592+1,377+10%$1.7M$2.2M+$428.5K2026-11-03
Beaumont Financial Advisors, LLC
DECREASED14,96315,195-232-2%$2.0M$2.2M+$221.8K2026-10-22
Register Financial Advisors LLC
DECREASED14,93215,027-95-1%$1.9M$2.2M+$238.9K2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED14,89113,593+1,298+10%$1.7M$2.2M+$417.1K2026-10-13
LFG Wealth Partners, LLC
INCREASED14,81612,471+2,345+19%$1.6M$2.2M+$550.4K2026-10-28
Diversified Management Inc
INCREASED14,7858,961+5,824+65%$1.2M$2.1M+$996.9K2026-10-08
Scott & Selber, Inc.
DECREASED14,76914,772-30%$1.9M$2.1M+$247.8K2026-10-21
Hager Investment Management Services, LLC
DECREASED14,74014,795-550%$1.9M$2.1M+$240.7K2026-11-04
Symmetry Partners, LLC
INCREASED14,72114,297+424+3%$1.8M$2.1M+$301.9K2026-10-27
Integrity Alliance, Llc.
DECREASED14,61115,024-413-3%$1.9M$2.1M+$192.5K2026-10-29
Richards, Merrill & Peterson, Inc.
DECREASED14,60215,030-428-3%$1.9M$2.1M+$190.4K2026-10-19
Almanack Investment Partners, Llc.
INCREASED14,60014,048+552+4%$1.8M$2.1M+$316.4K2026-11-03
Clean Yield Group
INCREASED14,58214,182+400+3%$1.8M$2.1M+$296.5K2026-10-28
Hudson Canyon Capital Management
NEW14,550—+14,550——$2.1M—2026-11-04
Segment Wealth Management, LLC
DECREASED14,55014,554-40%$1.9M$2.1M+$244.1K2026-10-26
Cherokee Insurance Co
UNCHANGED14,49814,49800%$1.9M$2.1M+$243.7K2026-11-05
Capital Management Associates, Inc
DECREASED14,48214,854-372-2%$1.9M$2.1M+$195.6K2026-10-20
Csenge Advisory Group
INCREASED14,47814,011+467+3%$1.8M$2.1M+$303.4K2026-11-04
Pine Haven Investment Counsel, Inc
INCREASED14,46814,273+195+1%$1.8M$2.1M+$268.3K2026-11-02
JSF Financial, LLC
INCREASED14,39813,960+438+3%$1.8M$2.1M+$298.3K2026-10-22
Curated Wealth Partners LLC
INCREASED14,3953,176+11,219+353%$408.1K$2.1M+$1.7M2026-10-15
VAN Strum & Towne Inc.
INCREASED14,38913,293+1,096+8%$1.7M$2.1M+$382.7K2026-11-06
Baker Ellis Asset Management LLC
DECREASED14,38814,988-600-4%$1.9M$2.1M+$164.8K2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED14,36120,005-5,644-28%$2.6M$2.1M-$483.9K2026-10-09
Meitav Investment House LTD
DECREASED14,36014,516-156-1%$1.9M$2.1M+$221.3K2026-10-28
Exchange Bank
DECREASED14,33014,357-270%$1.8M$2.1M+$237.4K2026-10-07
Gibbs Wealth Management
INCREASED14,31812,955+1,363+11%$1.7M$2.1M+$415.9K2026-10-22
Bank & Trust Co
DECREASED14,31814,439-121-1%$1.9M$2.1M+$225.1K2026-10-07
Meridian Financial Advisors, LLC
DECREASED14,31214,634-322-2%$1.9M$2.1M+$199.2K2026-10-14
AlphaStar Capital Management, LLC
INCREASED14,31014,200+110+1%$1.8M$2.1M+$254.8K2026-10-16
FCG Investment Co
INCREASED14,25612,049+2,207+18%$1.5M$2.1M+$523.2K2026-10-13
Isthmus Partners, LLC
UNCHANGED14,23714,23700%$1.8M$2.1M+$239.3K2026-10-21
Central Pacific Bank - Trust Division
DECREASED14,21016,924-2,714-16%$2.2M$2.1M-$109.9K2026-10-06
Bull Street Advisors, LLC
INCREASED14,17414,173+1+0%$1.8M$2.1K-$1.8M2026-10-20
United Advisor Group, LLC
INCREASED14,15714,125+32+0%$1.8M$2.1M+$242.1K2026-11-03
Windsor Capital Management, LLC
DECREASED14,15414,216-620%$1.8M$2.1M+$230.0K2026-10-13
Cassia Capital Partners, LLC
DECREASED14,14714,837-690-5%$1.9M$2.1M+$149.1K2026-11-04
E&G Advisors, LLC
DECREASED14,12514,325-200-1%$1.8M$2.1M+$210.8K2026-10-13
Kanawha Capital Management LLC
INCREASED14,10612,938+1,168+9%$1.7M$2.0M+$387.2K2026-10-19
Platform Technology Partners
INCREASED14,07013,444+626+5%$1.7M$2.0M+$316.9K2026-11-02
Claro Advisors Inc.
INCREASED14,05911,805+2,254+19%$1.5M$2.0M+$526.0K2026-11-02
Harbour Capital Advisors, LLC
DECREASED14,04814,438-390-3%$1.8M$2.1M+$269.6K2026-10-13
Canopy Partners, LLC
INCREASED14,04713,530+517+4%$1.7M$2.0M+$302.6K2026-10-28
Texas Bank & Trust Co
DECREASED14,04514,116-710%$1.8M$2.0M+$227.0K2026-11-04
Redhawk Wealth Advisors, Inc.
DECREASED13,98714,012-250%$1.8M$2.0M+$231.9K2026-10-14
Baker Chad R
UNCHANGED13,95013,95000%$1.8M$2.0M+$234.5K2026-10-22
Landmark Wealth Management, LLC
UNCHANGED13,93713,93700%$1.8M$2.0M+$234.3K2026-11-03
Auxano Advisors, LLC
INCREASED13,93613,910+26+0%$1.8M$2.0M+$237.6K2026-11-06
City State Bank
DECREASED13,92813,960-320%$1.8M$2.0M+$230.0K2026-10-20
Heartwood Wealth Advisors LLC
INCREASED13,92713,470+457+3%$1.7M$2.0M+$292.8K2026-10-05
RKL Wealth Management LLC
INCREASED13,91413,762+152+1%$1.8M$2.0M+$253.5K2026-10-16
Davis Investment Partners, LLC
INCREASED13,90313,200+703+5%$1.7M$2.0M+$324.0K2026-11-05
Colton Groome Financial Advisors, LLC
DECREASED13,89519,130-5,235-27%$2.5M$2.0M-$439.0K2026-10-06
Mcdonald Partners LLC
DECREASED13,88713,987-100-1%$1.8M$2.0M+$220.6K2026-11-03
AdvisorNet Financial, Inc
INCREASED13,83410,405+3,429+33%$1.3M$2.0M+$701.6K2026-10-15
Cypress Wealth Services, LLC
INCREASED13,80713,738+69+1%$1.8M$2.0M+$194.4K2026-10-21
Crew Capital Management, Ltd
INCREASED13,76113,251+510+4%$1.7M$2.0M+$296.9K2026-10-28
Acropolis Investment Management, LLC
DECREASED13,74413,768-240%$1.8M$2.0M+$227.9K2026-10-08
Hilton Head Capital Partners, LLC
DECREASED13,73315,656-1,923-12%$2.0M$2.0M-$16.2K2026-10-23
Zions Bancorporation, National Association
DECREASED13,68645,178-31,492-70%$5.8M$2.0M-$3.8M2026-11-06
Twelve Points Wealth Management LLC
DECREASED13,65513,661-60%$1.8M$2.0M+$286.3K2026-11-03
Live Oak Investment Partners
DECREASED13,65213,763-111-1%$1.8M$2.0M+$215.2K2026-10-23
Aspiriant, LLC
DECREASED13,63517,559-3,924-22%$2.3M$2.0M-$275.0K2026-10-16
Accredited Investors Inc.
INCREASED13,58912,543+1,046+8%$1.6M$2.0M+$362.8K2026-11-03
Costello Asset Management, Inc
DECREASED13,55613,648-92-1%$1.8M$2.0M+$216.0K2026-10-30
Fourpath Capital Management, LLC
DECREASED13,55318,997-5,444-29%$2.4M$2.0M-$471.8K2026-10-19
Hunter Associates Investment Management LLC
DECREASED13,54413,691-147-1%$1.8M$2.0K-$1.8M2026-10-26
MTM Investment Management, LLC
UNCHANGED13,46913,46900%$1.7M$2.0M+$226.4K2026-10-30
Gerald Baker Financial Group LLC
DECREASED13,40113,402-10%$1.7M$1.9M+$225.1K2026-10-09
GoalVest Advisory LLC
INCREASED13,39513,375+20+0%$1.7M$1.9M+$227.7K2026-10-02
LexAurum Advisors, LLC
INCREASED13,38413,291+93+1%$1.7M$1.9M+$237.0K2026-10-19
Meridian Financial Partners LLC
DECREASED13,27413,656-382-3%$1.7M$1.9M+$239.2K2026-10-23
Sterling Investment Counsel, LLC
DECREASED13,25513,344-89-1%$1.7M$1.9M+$211.4K2026-10-19
Richwood Investment Advisors, LLC
INCREASED13,20113,045+156+1%$1.7M$1.9M+$242.1K2026-10-30
Whalen Wealth Management Inc.
INCREASED13,16212,455+707+6%$1.6M$1.9M+$312.1K2026-10-08
Fjell Capital, LLC
DECREASED13,06713,946-879-6%$1.8M$1.9M+$106.6K2026-10-13
Knuff & Co LLC
UNCHANGED13,03813,03800%$1.7M$1.9M+$219.2K2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED12,98715,057-2,070-14%$1.9M$1.9M-$49.3K2026-10-28
Alpine Bank Wealth Management
INCREASED12,95212,893+59+0%$1.7M$1.9M+$225.3K2026-10-16
JGP Wealth Management, LLC
INCREASED12,94212,367+575+5%$1.6M$1.9M+$291.4K2026-10-13
Hendershot Investments Inc.
UNCHANGED12,93712,93700%$1.7M$1.9M+$217.5K2026-11-05
Harbor Investment Advisory, LLC
INCREASED12,92711,386+1,541+14%$1.5M$1.9M+$415.4K2026-10-13
Wealth Architects, LLC
DECREASED12,91113,630-719-5%$1.8M$1.9M+$124.7K2026-11-03
Triangle Securities Wealth Management
DECREASED12,89113,091-200-2%$1.7M$1.9M+$191.1K2026-10-14
Telos Capital Management, Inc.
DECREASED12,87714,035-1,158-8%$1.8M$1.9M+$67.7K2026-11-02
Corundum Group, Inc.
INCREASED12,82910,703+2,126+20%$1.4M$1.9M+$488.8K2026-10-28
Alliance Wealth Advisors, LLC
DECREASED12,80812,867-590%$1.7M$1.9M+$207.7K2026-10-14
Loudon Investment Management, LLC
UNCHANGED12,80312,80300%$1.6M$1.9M+$215.2K2026-11-06
Triad Wealth Partners, LLC
INCREASED12,76912,270+499+4%$1.6M$1.9M+$287.8K2026-10-26
Westover Capital Advisors, LLC
INCREASED12,76311,716+1,047+9%$1.5M$1.9M+$349.1K2026-10-26
Plancorp, LLC
INCREASED12,74112,133+608+5%$1.5M$1.9M+$400.2K2026-11-03
Keeler Thomas Management LLC
DECREASED12,73112,894-163-1%$1.7M$1.8M+$193.1K2026-10-29
Levin Capital Strategies, L.P.
INCREASED12,70712,656+51+0%$1.6M$1.8M+$220.4K2026-11-02
Cornerstone Advisory, LLC
INCREASED12,63810,923+1,715+16%$1.4M$1.8M+$432.9K2026-11-06
Pinnacle Wealth Planning Services, Inc.
DECREASED12,61612,662-460%$1.6M$1.8M+$206.2K2026-10-27
City Holding Co
INCREASED12,61311,085+1,528+14%$1.4M$1.8M+$408.3K2026-10-19
Quadcap Wealth Management, LLC
DECREASED12,57512,973-398-3%$1.7M$1.8M+$160.3K2026-11-02
MBL Wealth, LLC
DECREASED12,57412,579-50%$1.6M$1.8M+$210.7K2026-10-22
Adell Harriman & Carpenter Inc
INCREASED12,45612,132+324+3%$1.6M$1.8M+$251.0K2026-11-02
Souders Financial Advisors
INCREASED12,42812,395+33+0%$1.6M$1.8M+$213.2K2026-11-03
Bill Few Associates, Inc.
DECREASED12,41012,418-80%$1.6M$1.8M+$207.6K2026-10-09
Waldron Private Wealth LLC
DECREASED12,36013,391-1,031-8%$1.7M$1.8M+$85.8K2026-11-02
Nicholas Wealth, Llc.
INCREASED12,34310,393+1,950+19%$1.3M$1.8M+$458.1K2026-10-26
Guidance Capital, Inc
DECREASED12,31312,391-78-1%$1.6M$1.8M+$245.3K2026-11-03
Winthrop Capital Management, LLC
INCREASED12,30312,254+49+0%$1.6M$1.8M+$212.8K2026-11-05
Allen Investment Management, LLC
UNCHANGED12,28012,28000%$1.6M$1.8M+$206.4K2026-11-03
Cordgrass Capital Advisors, LLC
UNCHANGED12,27612,27600%$1.6M$1.8M+$206.4K2026-10-30
Versant Capital Management, Inc
INCREASED12,27012,085+185+2%$1.6M$1.8M+$230.0K2026-10-02
MB, Levis & Associates, LLC
INCREASED12,24311,732+511+4%$1.5M$1.8M+$271.4K2026-10-16
Worth Asset Management, LLC
INCREASED12,2354,125+8,110+197%$530.1K$1.8M+$1.2M2026-10-07
Analyst IMS Investment Management Services Ltd.
INCREASED12,2098,995+3,214+36%$1.2M$1.8K-$1.2M2026-11-05
Presilium Private Wealth, LLC
INCREASED12,1525,084+7,068+139%$653.3K$1.8M+$1.1M2026-10-26
FSM Wealth Advisors, LLC
INCREASED12,13111,015+1,116+10%$1.4M$1.7M+$311.8K2026-10-27
Gibson Wealth Advisors LLC
UNCHANGED12,10512,10500%$1.6M$1.8M+$203.5K2026-10-20
Samalin Investment Counsel, LLC
INCREASED12,10411,932+172+1%$1.5M$1.8M+$225.7K2026-10-23
Roof Eidam Maycock Peralta, LLC
DECREASED12,07513,075-1,000-8%$1.7M$1.8M+$74.5K2026-10-15
Discipline Wealth Solutions, LLC
INCREASED12,04712,035+12+0%$1.5M$1.8M+$204.1K2026-10-14
LVM Capital Management LTD
INCREASED12,01311,893+120+1%$1.5K$1.7M+$1.7M2026-10-20
Leo Wealth, LLC
NEW11,979—+11,979——$1.7M—2026-10-26
Hilltop National Bank
INCREASED11,97910,944+1,035+9%$1.4M$1.7M+$334.4K2026-10-14
First Bank & Trust
DECREASED11,94612,183-237-2%$1.6M$1.7M+$170.4K2026-10-19
Great Lakes Retirement, Inc.
NEW11,907—+11,907——$1.7M—2026-10-26
Keudell ison Wealth Management
DECREASED11,88713,268-1,381-10%$1.7M$1.7M+$22.4K2026-10-16
Adelphi Trust Co
DECREASED11,83012,281-451-4%$1.6M$1.7M+$140.9K2026-10-05
Murphy & Mullick Capital Management Corp
INCREASED11,81811,473+345+3%$1.5M$1.7M+$242.9K2026-11-02
Avaii Wealth Management, LLC
DECREASED11,72012,242-522-4%$1.6M$1.7M+$118.0K2026-10-09
Abacus Planning Group, Inc.
DECREASED11,69612,127-431-4%$1.6M$1.7M+$141.3K2026-11-02
First Financial Corp
DECREASED11,64311,730-87-1%$1.5M$1.7M+$184.5K2026-10-13
Impact Capital Partners LLC
DECREASED11,63111,635-40%$1.5M$1.7M+$195.0K2026-10-22
Clear Creek Financial Management, LLC
INCREASED11,54311,408+135+1%$1.5M$1.7M+$211.3K2026-10-28
Canandaigua National Trust Co of Florida
NEW11,515—+11,515——$1.7M—2026-10-07
QV Investors Inc.
DECREASED11,50718,367-6,860-37%$2.4M$1.7K-$2.4M2026-10-20
Opinicus Capital, Inc.
DECREASED11,48611,664-178-2%$1.5M$1.7M+$170.2K2026-10-28
Absher Wealth Management, LLC
DECREASED11,48011,574-94-1%$1.5M$1.7M+$180.9K2026-11-02
Quadrant Private Wealth Management, LLC
DECREASED11,44530,878-19,433-63%$4.0M$1.7M-$2.3M2026-11-04
Woodward Diversified Capital, LLC
DECREASED11,43611,619-183-2%$1.5M$1.7M+$168.8K2026-10-21
Ashton Thomas Securities, LLC
INCREASED11,42710,137+1,290+13%$1.3M$1.7M+$373.9K2026-10-26
Strategic Blueprint, LLC
DECREASED11,41313,246-1,833-14%$1.7M$1.7M-$43.7K2026-10-22
Aspetuck Financial Management LLC
DECREASED11,35311,450-97-1%$1.5M$1.6M+$178.4K2026-11-04
Pinion Investment Advisors, LLC
INCREASED11,34011,335+5+0%$1.5M$1.6M+$191.2K2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED11,32810,279+1,049+10%$1.3M$1.6M+$326.2K2026-10-14
Hamilton Point Investment Advisors, LLC
DECREASED11,32611,687-361-3%$1.5M$1.7M+$143.7K2026-11-03
Rare Wolf Capital LLC
DECREASED11,31713,596-2,279-17%$1.7M$1.6M-$102.6K2026-10-20
Lyell Wealth Management, LP
INCREASED11,29410,816+478+4%$1.4M$1.6M+$251.2K2026-10-30
Forza Wealth Management, LLC
INCREASED11,26710,879+388+4%$1.4M$1.6M+$239.3K2026-10-20
Pegasus Asset Management, Inc.
INCREASED11,21310,995+218+2%$1.4M$1.6M+$216.5K2026-11-03
Johnson & White Wealth Management, LLC
DECREASED11,18711,213-260%$1.4M$1.6M+$184.7K2026-11-03
TCI Wealth Advisors, Inc.
INCREASED11,1639,242+1,921+21%$1.2M$1.6M+$434.5K2026-10-30
Advisor Resource Council
INCREASED11,15310,570+583+6%$1.3M$1.6M+$216.2K2026-11-05
111 Capital
INCREASED11,1484,582+6,566+143%$588.8K$1.6M+$1.0M2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED11,09111,335-244-2%$1.4M$1.6M+$199.9K2026-10-21
Abacus Wealth Partners, LLC
DECREASED11,05011,511-461-4%$1.5M$1.6M+$126.5K2026-11-03
Pullen Investment Management, LLC
INCREASED11,04810,982+66+1%$1.4M$1.6M+$194.2K2026-10-23
Providence Wealth Advisors, LLC
INCREASED11,04711,036+11+0%$1.4M$1.6M+$170.1K2026-10-29
Mechanics Financial Corp
INCREASED11,03210,915+117+1%$1.4M$1.6M+$200.5K2026-11-05
Wincap Financial LLC
DECREASED11,01712,130-1,113-9%$1.6M$1.6M+$42.1K2026-10-20
Laurel OAK Wealth Management, LLC
DECREASED11,01111,626-615-5%$1.5M$1.6M+$106.1K2026-10-19
Elevatus Welath Management
INCREASED10,9978,152+2,845+35%$1.0M$1.6M+$550.3K2026-10-19
Formidable Asset Management, LLC
DECREASED10,98411,070-86-1%$1.3M$1.4M+$79.8K2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED10,96311,076-113-1%$1.4M$1.6M+$169.8K2026-10-16
Madrona Financial Services, LLC
NEW10,952—+10,952——$1.6M—2026-10-23
WBH Advisory Inc
INCREASED10,93210,549+383+4%$1.4M$1.6M+$233.0K2026-11-05
Physicians Financial Services, Inc.
DECREASED10,90710,970-63-1%$1.4M$1.6K-$1.4M2026-11-04
Diligent Investors, LLC
DECREASED10,89011,294-404-4%$1.5M$1.6M+$131.1K2026-10-21
Convergence Financial, LLC
DECREASED10,86319,556-8,693-44%$2.5M$1.6M-$934.4K2026-10-27
QTR Family Wealth, LLC
DECREASED10,83212,019-1,187-10%$1.5M$1.6M+$29.6K2026-11-02
World Equity Group, Inc.
DECREASED10,82614,093-3,267-23%$1.8M$1.6M-$230.0K2026-10-14
AMI Asset Management Corp
INCREASED10,80010,718+82+1%$1.4M$1.6M+$192.1K2026-10-20
Anchyra Partners LLC
INCREASED10,7919,746+1,045+11%$1.3M$1.6M+$315.7K2026-10-13
Allen Capital Group, LLC
INCREASED10,78510,589+196+2%$1.4M$1.6M+$206.5K2026-10-27
Arwa LLC
DECREASED10,76211,712-950-8%$1.5M$1.5M+$33.1K2026-10-21
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED10,74810,74800%$1.4M$1.6M+$180.7K2026-10-26
Wolff Financial Management LLC
DECREASED10,72010,886-166-2%$1.4M$1.6M+$158.9K2026-10-23
Klingman & Associates, LLC
INCREASED10,71610,463+253+2%$1.3M$1.6M+$212.6K2026-10-20
CRA Financial Services, LLC
INCREASED10,71610,499+217+2%$1.3M$1.6M+$208.0K2026-10-16
MBA Advisors LLC
DECREASED10,69110,918-227-2%$1.4M$1.6M+$150.5K2026-10-29
Sylvest Advisors, LLC
DECREASED10,67111,472-801-7%$1.5M$1.6M+$76.5K2026-10-26
Smithbridge Asset Management Inc
INCREASED10,64810,048+600+6%$1.3M$1.5M+$256.1K2026-10-19
NBH Bank
INCREASED10,64610,243+403+4%$1.3M$1.5M+$230.7K2026-11-05
Paradigm Asset Management Co LLC
DECREASED10,60013,500-2,900-21%$1.7M$1.5M-$194.5K2026-11-05
M. Kraus & Co
DECREASED10,59810,698-100-1%$1.4M$1.5M+$165.3K2026-10-20
Meadow Creek Wealth Advisors LLC
DECREASED10,59210,790-198-2%$1.4M$1.5M+$152.6K2026-11-02
Langley Wealth Management, LLC
INCREASED10,58610,546+40+0%$1.4M$1.5M+$183.2K2026-11-04
Focus Financial Network, Inc.
DECREASED10,57610,855-279-3%$1.4M$1.5M+$150.9K2026-10-14
Mccarter Private Wealth Services LLC
INCREASED10,56110,538+23+0%$1.4M$1.5M+$180.5K2026-10-22
Westco Advisory Services Inc
UNCHANGED10,55810,55800%$1.4M$1.5M+$177.5K2026-10-14
Forum Financial Management, LP
DECREASED10,55310,899-346-3%$1.4M$1.5M+$132.8K2026-10-16
Summit Financial Wealth Advisors, LLC
DECREASED10,54710,611-64-1%$1.4M$1.5M+$169.1K2026-10-15
Center for Financial Planning, Inc.
DECREASED10,53911,433-894-8%$1.5M$1.5M+$62.3K2026-10-26
Old Mission Investment Co LLC
INCREASED10,45410,342+112+1%$1.3M$1.5M+$190.0K2026-10-22
Elevated Private Wealth, LLC
DECREASED10,43410,972-538-5%$1.4M$1.5M+$106.3K2026-10-15
Trust Co of the South
UNCHANGED10,43010,43000%$1.3M$1.5M+$175.3K2026-10-21
Sage Rhino Capital LLC
DECREASED10,42110,448-270%$1.3M$1.5M+$171.7K2026-10-28
XXI Wealth, LLC
INCREASED10,41910,121+298+3%$1.3M$1.5M+$213.4K2026-10-22
Asset One Wealth Management LLC
INCREASED10,4166,710+3,706+55%$829.4K$1.5M+$684.1K2026-11-02
Baxter Bros Inc
DECREASED10,38710,391-40%$1.3M$1.5M+$174.1K2026-11-04
Zullo Investment Group, Inc.
DECREASED10,36310,396-330%$1.3M$1.5M+$169.9K2026-10-20
First Affirmative Financial Network
NEW10,331—+10,331——$1.5M—2026-10-21
Hall Laurie J Trustee
DECREASED10,31412,164-1,850-15%$1.6M$1.5M-$64.3K2026-10-06
Navigation Group, LLC
UNCHANGED10,26510,26500%$1.3M$1.5M+$172.6K2026-10-28
MSH Capital Advisors LLC
INCREASED10,2049,998+206+2%$1.3M$1.5M+$197.7K2026-11-03
Kentucky Trust Co
INCREASED10,18010,078+102+1%$1.3M$1.5M+$184.2K2026-10-15
Wealth Effects LLC
UNCHANGED10,16410,16400%$1.3M$1.5M+$170.9K2026-10-23
Leisure Capital Management
UNCHANGED10,14210,14200%$1.3M$1.5M+$170.5K2026-11-03
Legal Advantage Investments, Inc.
INCREASED10,1409,140+1,000+11%$1.2M$1.5M+$299.0K2026-10-13
Eagle Wealth Strategies LLC
DECREASED10,11010,404-294-3%$1.3M$1.5M+$132.1K2026-10-20
Lynch Asset Management, Inc.
UNCHANGED10,10010,10000%$1.3M$1.5M+$169.8K2026-10-28
Abundance Wealth Counselors
INCREASED10,0962,406+7,690+320%$309.2K$1.5M+$1.2M2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED10,09610,597-501-5%$1.4M$1.5M+$105.3K2026-10-15
Prentice Wealth Management LLC
INCREASED10,09510,076+19+0%$1.3M$1.5M+$172.1K2026-10-20
West Branch Capital LLC
INCREASED10,0928,301+1,791+22%$1.1M$1.5M+$399.9K2026-10-20
Breakwater Capital Group
DECREASED10,09010,650-560-5%$1.4M$1.5M+$97.7K2026-10-09
Essential Partners LLC
UNCHANGED10,04410,04400%$1.3M$1.5M+$168.8K2026-10-14
Capital Asset Advisory Services LLC
DECREASED10,01123,955-13,944-58%$3.1M$1.5M-$1.6M2026-10-30
Alhambra Investment Management LLC
DECREASED10,00010,112-112-1%$1.3M$1.5M+$153.7K2026-10-15
CV Advisors LLC
UNCHANGED10,00010,00000%$1.3M$1.5M+$168.1K2026-10-13
Swiss RE LTD
INCREASED9,9696,058+3,911+65%$778.5K$1.4M+$670.1K2026-11-06
Rossby Financial, LCC
INCREASED9,9669,768+198+2%$1.3M$1.4M+$193.0K2026-11-05
Kelleher Financial Advisors
DECREASED9,96412,663-2,699-21%$1.6M$1.4M-$179.3K2026-10-30
Dickmeyer Boyce Financial Management, Inc.
DECREASED9,95010,129-179-2%$1.3M$1.4M+$144.3K2026-10-08
Balefire, LLC
DECREASED9,94910,039-90-1%$1.3M$1.4M+$155.7K2026-10-09
Cove Private Wealth, LLC
INCREASED9,9429,510+432+5%$1.2M$1.4M+$222.6K2026-10-28
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED9,89416,394-6,500-40%$2.1M$1.4M-$679.0K2026-10-21
Lipe & Dalton
INCREASED9,8889,883+5+0%$1.3K$1.4K+$1672026-10-15
Guerra PAN Advisors, LLC
DECREASED9,8739,920-470%$1.3M$1.4M+$143.3K2026-10-26
Hickory Point Bank & Trust
DECREASED9,86510,050-185-2%$1.3M$1.4M+$142.1K2026-10-01
Mitchell & Pahl Private Wealth, LLC
DECREASED9,8599,886-270%$1.3M$1.4M+$162.2K2026-10-14
Crumly & Associates Inc.
INCREASED9,7689,224+544+6%$1.2M$1.4M+$234.1K2026-10-07
BridgePort Financial Solutions, LLC
INCREASED9,7599,290+469+5%$1.2M$1.4M+$224.3K2026-11-02
Compass Financial Management LLC
INCREASED9,7332,732+7,001+256%$350.2K$1.4M+$1.1M2026-10-30
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED9,73010,472-742-7%$1.3M$1.4M+$68.2K2026-10-15
Connecticut Wealth Management, LLC
UNCHANGED9,7149,71400%$1.2M$1.4M+$163.4K2026-10-13
Pinnacle Bancorp, Inc.
INCREASED9,7079,566+141+1%$1.2M$1.4M+$181.3K2026-10-21
Family Capital Management, Inc.
DECREASED9,6619,999-338-3%$1.3M$1.4M+$118.9K2026-11-03
Institute for Wealth Management, Llc.
INCREASED9,6579,515+142+1%$1.2M$1.4M+$180.6K2026-11-06
Acorn Financial Advisory Services Inc
INCREASED9,6169,615+1+0%$1.2M$1.4M+$161.9K2026-11-02
Oslo Pensjonsforsikring AS
DECREASED9,60910,269-660-6%$1.3M$1.4M+$76.7K2026-10-15
Great Diamond Partners, LLC
DECREASED9,5999,602-30%$1.2M$1.4M+$161.0K2026-10-13
Fiduciary Family Office, LLC
DECREASED9,5339,551-180%$1.2M$1.4M+$157.9K2026-11-04
Hedges Asset Management LLC
DECREASED9,50010,450-950-9%$1.3M$1.4M+$37.6K2026-10-29
Gilman Hill Asset Management, LLC
DECREASED9,49810,457-959-9%$1.3M$1.4M+$36.4K2026-10-13
Greenwood Capital Associates LLC
DECREASED9,4499,775-326-3%$1.3M$1.4M+$116.9K2026-10-27
Intelligence Driven Advisers, LLC
DECREASED9,3779,720-343-4%$1.2M$1.4M+$113.5K2026-10-09
Westbourne Investment Advisors, Inc.
DECREASED9,33610,461-1,125-11%$1.3M$1.4M+$12.4K2026-10-20
Gratus Wealth Advisors, LLC
INCREASED9,3359,246+89+1%$1.2M$1.4M+$168.4K2026-10-26
Blodgett Wealth Advisors, LLC
INCREASED9,3359,334+1+0%$1.2M$1.4M+$157.1K2026-10-23
Bestgate Wealth Advisors, LLC
NEW9,316—+9,316——$1.4M—2026-10-13
Genus Capital Management Inc.
DECREASED9,29022,719-13,429-59%$2.9M$1.3M-$1.6M2026-11-04
Magnus Financial Group LLC
INCREASED9,2657,351+1,914+26%$944.5K$1.3M+$401.7K2026-10-21
Everest Financial Group LLC
DECREASED9,2649,678-414-4%$1.2M$1.3M+$102.5K2026-11-06
Alliance Wealth Management Group
UNCHANGED9,2259,22500%$1.2M$1.3M+$155.1K2026-10-29
Towercrest Capital Management
UNCHANGED9,2259,22500%$1.2M$1.3M+$155.1K2026-10-23
Carnegie Lake Advisors LLC
INCREASED9,2229,173+49+1%$1.2M$1.3M+$161.4K2026-11-06
Pines Wealth Management, LLC
DECREASED9,2099,388-179-2%$1.2M$1.3M+$131.8K2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED9,19810,095-897-9%$1.3M$1.3M+$39.3K2026-10-20
Peddock Capital Advisors, LLC
INCREASED9,1799,129+50+1%$1.2M$1.3M+$160.7K2026-10-16
Lakeshore Capital Group, Inc.
INCREASED9,1788,676+502+6%$1.1M$1.3M+$218.9K2026-10-20
Unified Investment Management
DECREASED9,13110,446-1,315-13%$1.3M$1.3M-$15.5K2026-10-14
Rayburn West Financial Services LLC
UNCHANGED9,0599,05900%$1.2M$1.3M+$152.3K2026-11-03
SBK Financial, Inc.
UNCHANGED9,0549,05400%$1.2M$1.3M+$152.2K2026-11-02
Avantra Family Wealth, Inc.
INCREASED9,0427,156+1,886+26%$919.5K$1.3M+$394.4K2026-10-20
Aviso Wealth Management
DECREASED9,02210,229-1,207-12%$1.3M$1.3M-$3.6K2026-11-04
SmartHarvest Portfolios, LLC
INCREASED9,0038,628+375+4%$1.1M$1.3M+$199.5K2026-10-26
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED9,00014,000-5,000-36%$1.8M$1.3M-$491.2K2026-11-06
Plan Group Financial, LLC
INCREASED8,9848,264+720+9%$1.1M$1.3M+$270.4K2026-10-22
Howard Financial Services, Ltd.
INCREASED8,9628,145+817+10%$1.0M$1.3M+$255.6K2026-10-15
Spirit of America Management Corp
UNCHANGED8,9508,95000%$1.2M$1.3M+$150.5K2026-10-14
First Business Financial Services, Inc.
DECREASED8,9469,062-116-1%$1.2M$1.3M+$135.5K2026-10-29
Greenfield Savings Bank
INCREASED8,9458,547+398+5%$1.1M$1.3M+$201.5K2026-10-07
Rose Capital Advisors LLC
INCREASED8,9164,482+4,434+99%$575.9K$1.3M+$719.9K2026-11-04
Stonebridge Financial Group, LLC
INCREASED8,8948,747+147+2%$1.1M$1.3M+$168.5K2026-10-01
Zenith Solutions, Inc.
DECREASED8,8879,739-852-9%$1.3M$1.3M+$40.0K2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
INCREASED8,8758,854+21+0%$1.1M$1.3M+$151.9K2026-10-29
Legacy Advisors, LLC
DECREASED8,83711,408-2,571-23%$1.5M$1.3M-$183.9K2026-10-19
Adirondack Trust Co
INCREASED8,8358,753+82+1%$1.1M$1.3M+$159.0K2026-10-14
Staley Capital Advisers Inc
INCREASED8,8317,910+921+12%$1.0M$1.3M+$266.8K2026-11-06
Fulton Breakefield Broenniman LLC
INCREASED8,8308,751+79+1%$1.1M$1.3M+$158.6K2026-11-03
Jmac Enterprises LLC
DECREASED8,8239,621-798-8%$1.2M$1.3M+$45.8K2026-10-30
Investment Partners, Ltd.
INCREASED8,8135,098+3,715+73%$655.0K$1.3M+$625.6K2026-10-29
Clear Wave Wealth Management LLC
INCREASED8,7866,280+2,506+40%$807.0K$1.3M+$469.7K2026-11-04
Washington Capital Management, Inc
UNCHANGED8,7838,78300%$1.1M$1.3M+$147.6K2026-10-19
Somerset Trust Co
INCREASED8,7338,701+32+0%$1.1M$1.3M+$150.9K2026-10-13
Promethium Advisors,llc
UNCHANGED8,7288,72800%$1.1M$1.3M+$146.7K2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED8,7268,626+100+1%$1.1M$1.3M+$159.6K2026-10-30
Aegis Wealth Management, Inc.
INCREASED8,7188,599+119+1%$1.1M$1.3M+$161.8K2026-10-26
Verity Asset Management, Inc.
DECREASED8,6968,942-246-3%$1.1M$1.3M+$114.6K2026-10-30
General Partner, Inc.
UNCHANGED8,6868,68600%$1.1M$1.3M+$146.0K2026-10-05
SYM Financial Corp
INCREASED8,6848,324+360+4%$1.1M$1.3M+$192.2K2026-10-26
Eubel Brady & Suttman Asset Management Inc
INCREASED8,6798,638+41+0%$1.1M$1.3K-$1.1M2026-11-04
Obermeyer Wealth Partners
INCREASED8,6608,359+301+4%$1.1M$1.3M+$184.3K2026-10-21
Shore Point Advisors, LLC
DECREASED8,6468,837-191-2%$1.1M$1.3M+$120.8K2026-10-14
Coston, McIsaac & Partners
INCREASED8,6338,609+24+0%$1.1M$1.3M+$148.5K2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED8,6277,229+1,398+19%$929.3K$1.3M+$324.3K2026-10-13
Charles Schwab Trust Co
INCREASED8,6228,250+372+5%$1.1M$1.3M+$192.7K2026-10-15
Roman Butler Fullerton & Co
DECREASED8,6198,695-76-1%$1.1M$1.2M+$159.5K2026-10-27
Winthrop Advisory Group LLC
INCREASED8,6177,931+686+9%$1.0M$1.3M+$233.6K2026-10-22
Argentarii, LLC
INCREASED8,6088,564+44+1%$1.1M$1.3M+$133.9K2026-10-28
Wakefield Asset Management Lllp
INCREASED8,6058,331+274+3%$1.1M$1.3M+$179.9K2026-11-05
Weinberger Asset Management, Inc
INCREASED8,5828,545+37+0%$1.1M$1.2M+$134.5K2026-10-28
Northern Financial Advisors Inc
INCREASED8,5818,398+183+2%$1.1M$1.2M+$167.7K2026-10-29
Elyxium Wealth, LLC
INCREASED8,5437,919+624+8%$1.0M$1.2M+$223.8K2026-10-27
Neumann Capital Management, LLC
NEW8,527—+8,527——$1.2M—2026-10-15
Larry Mathis Financial Planning, LLC
DECREASED8,5219,013-492-5%$1.2M$1.2M+$80.0K2026-10-26
Partners Wealth Management, LLC
INCREASED8,5063,079+5,427+176%$395.7K$1.2M+$847.5K2026-10-28
L. Roy Papp & Associates, LLP
INCREASED8,4918,457+34+0%$1.1M$1.2M+$147.1K2026-10-21
Benchmark Financial Wealth Advisors, LLC
INCREASED8,4817,860+621+8%$1.0M$1.2M+$222.3K2026-10-20
Patriot Investment Management Group, Inc.
INCREASED8,4678,465+2+0%$1.1M$1.2M+$142.7K2026-10-15
Bank of New Hampshire
DECREASED8,4338,478-45-1%$1.1M$1.2M+$136.0K2026-10-06
Wealth Alliance Advisory Group, LLC
INCREASED8,4328,319+113+1%$1.1M$1.2M+$156.3K2026-10-14
DeDora Capital, Inc.
DECREASED8,4229,956-1,534-15%$1.3M$1.2M-$55.5K2026-10-26
Magnolia Capital Management LTD
UNCHANGED8,4178,41700%$1.1K$1.2K+$1412026-10-09
San Luis Wealth Advisors LLC
DECREASED8,4039,440-1,037-11%$1.2M$1.2M+$8.0K2026-10-27
Strategic Advisors LLC
INCREASED8,3838,362+21+0%$1.1M$1.2M+$143.5K2026-10-13
Trust Co
INCREASED8,3508,184+166+2%$1.1M$1.2M+$161.7K2026-10-09
YHB Investment Advisors, Inc.
DECREASED8,3288,398-70-1%$1.1M$1.2M+$131.0K2026-10-08
Ignite Planners, LLC
INCREASED8,3027,223+1,079+15%$928.5K$1.2M+$284.5K2026-10-14
Lederer & Associates Investment Counsel
DECREASED8,2969,603-1,307-14%$1.2K$1.2K-$292026-10-23
Cooper Financial Group
INCREASED8,2818,089+192+2%$1.0M$1.2M+$163.9K2026-10-07
Tempus Wealth Planning, LLC
INCREASED8,2667,491+775+10%$962.6K$1.2M+$238.5K2026-10-14
Consilium Wealth Advisory, LLC
INCREASED8,2381,831+6,407+350%$235.3K$1.2M+$961.8K2026-10-14
Ridgewood Investments LLC
DECREASED8,2389,440-1,202-13%$1.2M$1.2M-$16.0K2026-10-05
Journey Retirement Planning & Investment Management LLC
INCREASED8,2367,565+671+9%$972.1K$1.2M+$224.9K2026-10-09
Aspen Investment Management Inc
INCREASED8,2206,310+1,910+30%$811$1.2K+$3832026-11-05
Sage Mountain Advisors LLC
DECREASED8,2189,098-880-10%$1.2M$1.2M+$25.1K2026-11-02
Armstrong, Fleming & Moore, Inc
INCREASED8,2038,188+15+0%$1.1M$1.2M+$139.8K2026-10-28
Total Wealth Planning & Management, Inc.
DECREASED8,2008,427-227-3%$1.1M$1.2M+$108.6K2026-10-23
Bank of Stockton
INCREASED8,1997,615+584+8%$978.5K$1.2M+$212.9K2026-10-20
Barton Investment Management
UNCHANGED8,1588,15800%$1.0M$1.2M+$137.1K2026-10-27
Kaufman Rossin Wealth, LLC
INCREASED8,1317,655+476+6%$957.4K$1.2M+$224.1K2026-10-19
PKS Advisory Services, LLC
UNCHANGED8,1038,10300%$1.0M$1.0M$02026-10-26
Hardy Reed LLC
INCREASED8,0767,034+1,042+15%$903.9K$1.2M+$269.7K2026-11-06
CFM Wealth Partners LLC
UNCHANGED8,0718,07100%$1.0M$1.2M+$135.7K2026-11-05
Aurora Private Wealth, Inc.
DECREASED8,0708,690-620-7%$1.1M$1.2K-$1.1M2026-10-20
Sara-Bay Financial
DECREASED8,0688,311-243-3%$1.1M$1.2M+$104.4K2026-10-21
Orca Wealth Management, LLC
INCREASED8,0677,878+189+2%$1.0M$1.2M+$160.0K2026-10-14
Beaumont Asset Management, L.L.C.
INCREASED8,0648,037+27+0%$1.0M$1.2M+$139.0K2026-10-16
Northwest Wealth Management, LLC
INCREASED8,0397,944+95+1%$1.0M$1.2M+$147.4K2026-10-30
Investors Research Corp
DECREASED8,0318,779-748-9%$1.1M$1.2M+$38.9K2026-10-07
Mcrae Capital Management Inc
DECREASED8,0308,069-390%$1.0M$1.2M+$130.0K2026-10-15
Legacy Trust
INCREASED8,0276,318+1,709+27%$811.9K$1.2M+$388.3K2026-11-06
Professional Advisory Services Inc
INCREASED7,9987,972+26+0%$1.0K$1.2K+$1382026-10-08
Cornell Pochily Investment Advisors, Inc.
DECREASED7,9968,019-230%$1.0M$1.2M+$131.4K2026-10-19
InvesTrust
DECREASED7,9788,198-220-3%$1.1M$1.2M+$105.8K2026-10-14
Financial Consulate, Inc
INCREASED7,9747,599+375+5%$977.8K$1.2M+$182.7K2026-10-23
Builder Investment Group Inc
INCREASED7,9717,967+4+0%$1.0M$1.2M+$134.6K2026-10-22
Mendel Money Management
DECREASED7,9498,050-101-1%$1.0M$1.2M+$120.6K2026-11-02
Investment Management Corp
INCREASED7,9226,872+1,050+15%$883.1K$1.2M+$268.1K2026-11-03
Cambridge Advisors Inc.
INCREASED7,9027,852+50+1%$1.0M$1.1M+$139.3K2026-10-19
Old Port Advisors
INCREASED7,8997,724+175+2%$992.5K$1.1M+$155.3K2026-10-23
Brucke Financial, Inc.
INCREASED7,8966,337+1,559+25%$814.3K$1.1M+$333.1K2026-10-23
Northcape Wealth Management, LLC
DECREASED7,8848,353-469-6%$1.1M$1.1M+$72.2K2026-11-04
Sanders Morris Harris LLC
INCREASED7,8741,578+6,296+399%$202.8K$1.2M+$954.4K2026-10-14
Greenspring Advisors, LLC
DECREASED7,8497,857-80%$1.0M$1.1M+$130.9K2026-11-05
Verus Capital Partners, LLC
INCREASED7,8377,818+19+0%$1.0M$1.1M+$134.2K2026-11-03
Abel Hall, LLC
INCREASED7,8327,789+43+1%$1.0M$1.1M+$137.2K2026-10-19
Riversedge Advisors, LLC
INCREASED7,8306,880+950+14%$884.1K$1.1M+$253.7K2026-10-09
May Hill Capital, LLC
INCREASED7,8197,298+521+7%$937.8K$1.1M+$198.4K2026-11-03
Collaborative Fund Advisors, LLC
INCREASED7,8024,323+3,479+80%$555.5K$1.1M+$578.2K2026-11-02
Lighthouse Financial Services Inc
INCREASED7,8017,780+21+0%$975.3K$1.1M+$158.2K2026-11-02
FNY Investment Advisers, LLC
INCREASED7,800596+7,204+1209%$76$1.1K+$1.1K2026-10-16
Winnacle Wealth LLC
DECREASED7,7909,010-1,220-14%$1.2M$1.1M-$25.8K2026-10-15
TrueWealth Advisors, LLC
INCREASED7,7477,109+638+9%$913.5K$1.1M+$212.3K2026-10-09
Acumen Wealth Advisors, LLC
DECREASED7,7437,919-176-2%$1.0M$1.1M+$107.3K2026-11-05
Capital Advantage, Inc.
DECREASED7,7397,767-280%$998.0K$1.1M+$126.5K2026-10-14
Milestone Asset Management, LLC
DECREASED7,70916,957-9,248-55%$2.2M$1.1M-$1.1M2026-10-15
Beacon Financial Group
INCREASED7,7017,047+654+9%$905.6K$1.1M+$213.5K2026-10-19
Victory Financial Group, LLC
INCREASED7,6895,874+1,815+31%$754.8K$1.1M+$362.5K2026-10-27
One Wealth Capital Management, LLC
INCREASED7,6054,631+2,974+64%$595.1K$1.1M+$510.0K2026-10-23
Willner & Heller, LLC
DECREASED7,5987,737-139-2%$994.2K$1.1M+$109.8K2026-10-28
Barlow Wealth Partners, LLC
INCREASED7,5907,490+100+1%$943.7K$1.1M+$133.7K2026-10-15
Cromwell Holdings LLC
UNCHANGED7,5777,57700%$980.1K$1.1M+$127.4K2026-10-28
Key Client Fiduciary Advisors, LLC
DECREASED7,5607,589-290%$975.1K$1.1M+$123.4K2026-10-19
IFG Advisors, LLC
DECREASED7,5597,609-50-1%$977.7K$1.1M+$120.6K2026-10-15
Summit Asset Management, LLC
INCREASED7,5347,305+229+3%$938.7K$1.1M+$156.1K2026-11-05
Income Insurance Ltd
UNCHANGED7,5307,53000%$967.6K$1.1M+$126.6K2026-10-21
Net Worth Advisory Group
DECREASED7,5208,520-1,000-12%$1.1M$1.1M-$13.3K2026-10-20
Morton Capital Management LLC
DECREASED7,5047,531-270%$967.8K$1.1M+$122.7K2026-10-23
Perkins Capital Management Inc
UNCHANGED7,5007,50000%$963.8K$1.1M+$126.1K2026-11-02
Grace & White Inc
INCREASED7,4997,267+232+3%$933.8K$1.1M+$155.9K2026-10-23
Washington Trust Advisors, Inc.
DECREASED7,4937,790-297-4%$1.0M$1.1M+$87.8K2026-10-22
Investment Advisory Services Inc
INCREASED7,4867,465+21+0%$959.3K$1.1M+$128.5K2026-10-27
Virtus Family Office LLC
UNCHANGED7,4737,47300%$966.6K$1.1M+$125.6K2026-10-30
DMC Group, LLC
INCREASED7,4232,940+4,483+152%$377.8K$1.1M+$700.8K2026-10-26
Auto-Owners Insurance Co
INCREASED7,4217,300+121+2%$938.1K$1.1M+$140.3K2026-10-15
Regent Peak Wealth Advisors LLC
INCREASED7,4007,297+103+1%$937.7K$1.1M+$137.7K2026-10-13
Cross Staff Investments Inc
UNCHANGED7,3977,39700%$950.5K$1.1M+$124.3K2026-10-22
Bath Savings Trust Co
INCREASED7,3867,227+159+2%$928.7K$1.1M+$144.6K2026-10-07
Focused Wealth Management, Inc
DECREASED7,3837,826-443-6%$1.0M$1.1M+$67.1K2026-10-30
Townsend & Associates, Inc
INCREASED7,3687,314+54+1%$909.9K$1.1M+$165.5K2026-10-23
Yoffe Investment Management, LLC
UNCHANGED7,3417,34100%$943.3K$1.1M+$123.4K2026-11-02
G&S Capital LLC
INCREASED7,3297,326+3+0%$941.5K$1.1M+$123.6K2026-10-23
Donoghue Forlines LLC
NEW7,319—+7,319——$1.1M—2026-11-02
Maple Capital Management, Inc.
DECREASED7,3147,566-252-3%$972.3K$1.1M+$90.5K2026-11-02
Financial Harvest, LLC
DECREASED7,2897,429-140-2%$954.6K$1.1M+$104.5K2026-10-15
Wealth Preservation Advisors, LLC
INCREASED7,2886,613+675+10%$849.8K$1.1M+$209.3K2026-11-05
ProVise Management Group, LLC
DECREASED7,2757,483-208-3%$961.6K$1.1M+$95.6K2026-11-06
Beacon Financial Advisory LLC
INCREASED7,2747,120+154+2%$914.9K$1.1M+$142.0K2026-10-16
Split Creek LLC DBA Split Creek Capital LLC
DECREASED7,2717,485-214-3%$961.8K$1.1M+$94.7K2026-11-02
WealthPLAN Partners, LLC
INCREASED7,2676,004+1,263+21%$771.6K$1.1M+$284.5K2026-10-15
Sapient Capital LLC
DECREASED7,2677,327-60-1%$947.7K$1.1M+$114.3K2026-10-08
Autumn Glory Partners, LLC
INCREASED7,2647,251+13+0%$931.8K$1.1M+$123.8K2026-10-26
AM Investment Strategies LLC
DECREASED7,25715,254-7,997-52%$2.0K$1.1K-$9052026-11-05
Vigilare Wealth Management
DECREASED7,2467,267-210%$933.8K$1.1M+$119.1K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED7,2176,782+435+6%$871.5K$1.0M+$177.3K2026-10-14
Summit Securities Group LLC
INCREASED7,2152,800+4,415+158%$359.8K$1.0M+$688.6K2026-11-05
Signature Wealth Management Partners, LLC
UNCHANGED7,1807,18000%$922.6K$1.0M+$120.8K2026-10-21
Thayer Partners, LLC / MA
INCREASED7,1557,103+52+1%$912.8K$1.0M+$126.9K2026-11-06
Braeburn Wealth Management LLC
INCREASED7,1455,487+1,658+30%$705.0K$1.0M+$333.2K2026-10-15
Garrett Wealth Advisory Group, LLC
INCREASED7,1416,382+759+12%$820.1K$1.0M+$217.6K2026-10-22
Quantum Financial Advisors, LLC
INCREASED7,1226,793+329+5%$872.9K$1.0M+$162.0K2026-11-03
First Fiduciary Investment Counsel, Inc.
UNCHANGED7,1187,11800%$915.0K$1.0K-$914.0K2026-10-27
Bingham Private Wealth, LLC
UNCHANGED7,1057,10500%$913.2K$1.0M+$119.2K2026-11-05
WIN Advisors, Inc
NEW7,093—+7,093——$1.0M—2026-11-06
Clark Asset Management, LLC
INCREASED7,0915,931+1,160+20%$762.1K$1.0M+$268.3K2026-10-19
Appleton Partners Inc
DECREASED7,0507,307-257-4%$939.0K$1.0K-$938.0K2026-10-30
1900 Wealth Management LLC
INCREASED7,0486,764+284+4%$869.2K$1.0M+$155.0K2026-10-13
Retirement Planning Group, LLC
INCREASED7,0486,911+137+2%$888.1K$1.0M+$136.1K2026-10-19
Tcfg Investment Advisors, LLC
INCREASED7,0247,004+20+0%$900.0K$1.0M+$120.7K2026-10-20
Bedel Financial Consulting, Inc.
INCREASED7,0187,015+3+0%$901.4K$1.0M+$118.4K2026-11-06
Curat Global, LLC
INCREASED7,0174,752+2,265+48%$751.7K$1.0M+$267.9K2026-10-26
Ridgecrest Wealth Partners, LLC
DECREASED6,9977,002-50%$899.8K$1.0M+$117.0K2026-10-19
Golden State Wealth Management, LLC
INCREASED6,9706,790+180+3%$872.6K$1.0M+$140.3K2026-11-02
Burns J W & Co Inc
DECREASED6,9647,012-48-1%$901.0K$1.0M+$110.9K2026-10-20
Channel Wealth LLC
DECREASED6,9598,207-1,248-15%$1.1M$1.0M-$43.4K2026-11-06
Lecap Asset Management LTD
NEW6,952—+6,952——$1.0M—2026-10-27
RFG - Bristol Wealth Advisors, LLC
DECREASED6,9157,151-236-3%$918.9K$1.0M+$86.0K2026-10-09
First Command Advisory Services, Inc.
INCREASED6,9056,568+337+5%$845.3K$1.0M+$162.8K2026-11-05
Sunbeam Capital Management, LLC
DECREASED6,8997,398-499-7%$950.7K$1.0M+$51.8K2026-11-05
Arrow Financial Corp
DECREASED6,8976,932-350%$890.8K$1.0M+$111.4K2026-10-26
Orange Investment Advisors, Inc.
DECREASED6,8966,926-300%$889.9K$1.0M+$112.1K2026-10-23
Simon Quick Advisors, LLC
INCREASED6,8905,250+1,640+31%$674.7K$1.0M+$326.5K2026-10-26
Pictet North America Advisors SA
UNCHANGED6,8756,87500%$883.4K$999.0K+$115.6K2026-10-21
Golden Reserve Retirement LLC
INCREASED6,8635,044+1,819+36%$648.2K$997.3K+$349.1K2026-11-02
Planned Solutions, Inc.
DECREASED6,8606,896-36-1%$886.1K$996.8K+$110.7K2026-10-19
Granite Investment Partners, LLC
INCREASED6,8356,632+203+3%$852.2K$993.2K+$141.0K2026-11-04
Avior Wealth Management, LLC
INCREASED6,8286,362+466+7%$817.5K$992.1K+$174.6K2026-10-13
M.E. Allison & Co., Inc.
DECREASED6,8037,203-400-6%$925.6K$988.5K+$63.0K2026-10-09
Embree Financial Group
DECREASED6,8016,928-127-2%$890.2K$988.3K+$98.0K2026-10-22
Agate Pass Investment Management, LLC
UNCHANGED6,8006,80000%$873.8K$988.1K+$114.3K2026-10-20
Carl P. Sherr & Co., LLC
UNCHANGED6,7776,77700%$870.9K$984.8K+$113.9K2026-11-06
Elevate Capital Advisors, LLC
DECREASED6,7719,287-2,516-27%$1.2M$983.9K-$209.6K2026-11-02
Sweeney & Michel, LLC
DECREASED6,7637,447-684-9%$957.5K$988.4K+$30.9K2026-10-16
Investment Research Partners LLC
INCREASED6,7636,207+556+9%$797.6K$982.7K+$185.1K2026-10-19
Peoples Bank
DECREASED6,7106,930-220-3%$890.5K$975.0K+$84.5K2026-10-26
Cox Capital Mgt LLC
UNCHANGED6,6986,69800%$860.7K$973.3K+$112.6K2026-10-07
Farmers & Merchants Trust Co of Long Beach
INCREASED6,6836,661+22+0%$855.9K$971.1K+$115.2K2026-10-22
Acorn Wealth Advisors, LLC
INCREASED6,6736,368+305+5%$818.3K$969.7K+$151.4K2026-10-19
New Covenant Trust Company, N.A.
INCREASED6,6386,276+362+6%$806.5K$964.6K+$158.1K2026-10-08
Core Wealth Partners LLC
INCREASED6,6206,447+173+3%$828.5K$962.0K+$133.5K2026-11-02
Integrity Advisory Solutions, LLC
INCREASED6,6026,053+549+9%$777.9K$959.4K+$181.5K2026-10-29
Curtis Advisory Group, LLC
UNCHANGED6,6006,60000%$848.1K$959.0K+$110.9K2026-10-28
Axiom Investment Management LLC
INCREASED6,5816,417+164+3%$824.6K$956.3K+$131.8K2026-11-03
Arista Wealth Management, LLC
INCREASED6,5806,551+29+0%$841.8K$956.1K+$114.3K2026-10-29
Pioneer Trust Bank N A
DECREASED6,5706,899-329-5%$886.5K$954.7K+$68.2K2026-11-06
Balboa Wealth Partners
DECREASED6,5636,729-166-2%$864.6K$953.6K+$89.0K2026-10-20
Penobscot Wealth Management
INCREASED6,5145,566+948+17%$715.2K$946.5K+$231.2K2026-10-21
Davidson Trust Co
DECREASED6,5126,832-320-5%$877.9K$946.3K+$68.3K2026-10-09
Compass Wealth Management LLC
UNCHANGED6,4876,48700%$833.6K$942.6K+$109.0K2026-10-22
Certified Advisory Corp
INCREASED6,4796,383+96+2%$820.2K$941.4K+$121.2K2026-10-29
St. Clair Advisors, LLC
INCREASED6,4706,248+222+4%$802.9K$940.2K+$137.3K2026-10-13
Trueblood Wealth Management, LLC
DECREASED6,4326,626-194-3%$851.5K$934.6K+$83.1K2026-10-23
BIP Wealth, LLC
DECREASED6,4286,615-187-3%$850.1K$934.0K+$83.9K2026-10-22
MFA Wealth Services
INCREASED6,4136,305+108+2%$810.1K$931.9K+$121.8K2026-10-14
Sendero Wealth Management, LLC
DECREASED6,4117,221-810-11%$927.9K$931.6K+$3.7K2026-10-14
Meadowbrook Wealth Management, LLC
NEW6,402—+6,402——$878.0K—2026-10-08
Intrua Financial, LLC
DECREASED6,4016,787-386-6%$872.1K$930.1K+$58.0K2026-10-28
Asahi Life Asset Management Co., Ltd.
DECREASED6,3739,092-2,719-30%$1.2M$926.1K-$242.3K2026-11-06
West Paces Advisors Inc.
DECREASED6,3586,717-359-5%$863.1K$923.8K+$60.7K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED6,3535,696+657+12%$732.0K$923.3K+$191.3K2026-10-29
Hamilton Capital, LLC
DECREASED6,3516,524-173-3%$838.4K$922.9K+$84.5K2026-10-08
Allied Investment Advisors, LLC
UNCHANGED6,3426,34200%$814.9K$921.6K+$106.6K2026-10-13
Traphagen Investment Advisors LLC
INCREASED6,3116,280+31+0%$807.0K$917.1K+$110.0K2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED6,3056,130+175+3%$563.2K$916-$562.3K2026-11-04
Insight 2811, Inc.
INCREASED6,2925,956+336+6%$765.3K$914.3K+$148.9K2026-11-06
Mattern Wealth Management LLC
UNCHANGED6,2746,27400%$806.3K$911.7K+$105.5K2026-11-04
Cardinal Point Capital Management ULC
DECREASED6,2656,290-250%$808.3K$910.4K+$102.1K2026-10-21
Goldstein Advisors, LLC
INCREASED6,2584,434+1,824+41%$569.8K$909.4K+$339.6K2026-10-15
Ejmk Ventures LLC
INCREASED6,2565,720+536+9%$737.8K$912.0K+$174.2K2026-10-21
Beverly Hills Private Wealth, LLC
INCREASED6,2545,600+654+12%$719.6K$908.7K+$189.1K2026-11-04
Virtue Capital Management, LLC
INCREASED6,2265,985+241+4%$769.1K$904.7K+$135.6K2026-10-29
Old Second National Bank of Aurora
UNCHANGED6,2226,22200%$799.5K$904.1K+$104.6K2026-10-22
Allegiance Financial Group Advisory Services LLC
DECREASED6,2186,578-360-5%$850.9K$908.8K+$58.0K2026-11-02
TFC Financial Management, Inc.
DECREASED6,18538,730-32,545-84%$5.0M$898.7K-$4.1M2026-10-26
HCR Wealth Advisors
INCREASED6,1745,887+287+5%$756.5K$897.2K+$140.7K2026-10-15
American Capital Advisory, LLC
INCREASED6,1536,146+7+0%$789.8K$894.1K+$104.3K2026-10-28
Fiduciary Financial Group, LLC
INCREASED6,1426,015+127+2%$773.0K$892.4K+$119.5K2026-10-13
Northstar Asset Management Co
UNCHANGED6,1306,13000%$803.5K$918.8K+$115.3K2026-10-22
Lake Street Private Wealth, LLC
INCREASED6,1175,051+1,066+21%$649.1K$888.8K+$239.7K2026-10-22
Greater Midwest Financial Group, LLC
INCREASED6,1146,044+70+1%$776.6K$888.4K+$111.8K2026-10-13
Sutton Place Investors LLC
INCREASED6,1136,109+4+0%$785.0K$888.3K+$103.3K2026-10-20
J2 Capital Management Inc
DECREASED6,1066,147-41-1%$789.9K$887.3K+$97.4K2026-10-19
Atticus Wealth Management, LLC
INCREASED6,1055,756+349+6%$739.6K$887.1K+$147.5K2026-10-20
Semus Wealth Partners LLC
DECREASED6,1046,461-357-6%$830.3K$887.0K+$56.8K2026-10-22
Steinberganna Wealth Management
INCREASED6,0936,083+10+0%$781.7K$885.3K+$103.6K2026-10-23
Prota Financial, LLC
DECREASED6,0856,253-168-3%$783.9K$875.1K+$91.1K2026-10-08
Wingate Wealth Advisors, Inc.
INCREASED6,0845,985+99+2%$769.0K$884.0K+$115.0K2026-10-26
First National Bank of Mount Dora, Trust Investment Services
DECREASED6,0766,460-384-6%$830.1K$882.9K+$52.8K2026-10-21
Lester Murray Antman dba SimplyRich
INCREASED6,0766,059+17+0%$778.0K$882.9K+$104.9K2026-11-06
Barrett & Company, Inc.
INCREASED6,0425,411+631+12%$695.3K$878.0K+$182.7K2026-10-22
Gemmer Asset Management LLC
INCREASED6,0355,485+550+10%$704.8K$877.0K+$172.1K2026-10-16
Shulman DeMeo Asset Management LLC
DECREASED6,0306,161-131-2%$791.7K$841.4K+$49.8K2026-10-09
BankChampaign, National Association
INCREASED6,0273,317+2,710+82%$426.2K$875.8K+$449.5K2026-10-19
Kercheville Advisors, LLC
INCREASED6,0034,003+2,000+50%$514.4K$872.3K+$357.9K2026-10-19
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED6,00031,173-25,173-81%$4.0M$871.9K-$3.1M2026-11-04
Mirador Capital Partners LP
INCREASED6,0005,882+118+2%$755.8K$871.8K+$116.0K2026-10-09
Townsend Asset Management Corp
INCREASED5,9805,722+258+5%$735.3K$868.9K+$133.6K2026-10-29
Boltwood Capital Management
INCREASED5,9785,943+35+1%$763.7K$868.7K+$105.0K2026-10-02
Alpha Family Trust
UNCHANGED5,9755,97500%$767.8K$767.8K$02026-11-04
Bria Capital Group, LLC
INCREASED5,9734,863+1,110+23%$624.9K$867.9K+$243.0K2026-10-22
Cohen Capital Management, Inc.
UNCHANGED5,9675,96700%$766.8K$867.1K+$100.3K2026-10-14
Southern Capital Advisors, LLC
UNCHANGED5,9615,96100%$766.0K$866.2K+$100.2K2026-10-26
Cottonwood Capital Advisors, LLC
UNCHANGED5,9545,95400%$765.0K$865.1K+$100.1K2026-10-20
Maseco LLP
INCREASED5,9445,873+71+1%$754.1K$864.2K+$110.1K2026-10-27
Bigelow Investment Advisors, LLC
DECREASED5,9436,009-66-1%$772.2K$863.6K+$91.4K2026-10-13
Foster Group, Inc.
INCREASED5,9385,458+480+9%$701.3K$862.8K+$161.5K2026-10-13
Bangor Savings Bank
DECREASED5,9356,267-332-5%$805.3K$862.4K+$57.1K2026-10-06
Stanley-Laman Group, Ltd.
INCREASED5,9305,916+14+0%$760.2K$861.7K+$101.5K2026-10-20
Sunpointe, LLC
DECREASED5,9257,636-1,711-22%$981.2K$861.0K-$120.3K2026-10-22
Nadler Financial Group, Inc.
DECREASED5,9136,005-92-2%$771.7K$859.2K+$87.6K2026-10-23
Madson Wealth Advisors Inc
INCREASED5,9085,730+178+3%$736.4K$858.5K+$122.2K2026-10-13
Canton Hathaway, LLC
UNCHANGED5,8985,89800%$757.9K$857.0K+$99.1K2026-10-23
KPP Advisory Services LLC
DECREASED5,8906,862-972-14%$881.7K$855.8K-$25.9K2026-10-26
Affinity Capital Advisors, LLC
INCREASED5,8844,984+900+18%$631.9K$856.7K+$224.8K2026-10-13
Aljian Capital Management, LLC
DECREASED5,8835,955-72-1%$765.3K$854.9K+$89.6K2026-10-28
Schear Investment Advisers, LLC
NEW5,880—+5,880——$854.5K—2026-10-14
Tempo Wealth, LLC
INCREASED5,8804,405+1,475+33%$566.0K$854.5K+$288.4K2026-10-14
Garner Asset Management Corp
DECREASED5,8765,936-60-1%$762.8K$826.3K+$63.5K2026-10-30
Focused Alpha, LLC
DECREASED5,8736,009-136-2%$772.2K$853.5K+$81.3K2026-10-20
SeaBridge Investment Advisors LLC
INCREASED5,8635,655+208+4%$726.7K$852.0K+$125.3K2026-11-02
Revolve Wealth Partners, LLC
INCREASED5,8635,669+194+3%$728.5K$852.0K+$123.5K2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED5,8593,551+2,308+65%$456.4K$851.5K+$395.1K2026-10-16
Uptick Partners, LLC
INCREASED5,8525,834+18+0%$749.7K$850.4K+$100.7K2026-11-04
Junk Investment Group, LLC
INCREASED5,8484,251+1,597+38%$546.3K$849.8K+$303.6K2026-10-19
Weatherly Asset Management L. P.
UNCHANGED5,8395,83900%$754.4K$852.6K+$98.1K2026-10-20
First Heartland Consultants, Inc.
DECREASED5,8265,871-45-1%$754.4K$846.6K+$92.2K2026-10-08
Tred Avon Family Wealth, LLC
INCREASED5,8184,618+1,200+26%$593.4K$845.4K+$252.0K2026-10-20
Shum Financial Group, Inc.
DECREASED5,8115,889-78-1%$756.8K$844.4K+$87.6K2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED5,8096,220-411-7%$799.3K$844.0K+$44.8K2026-10-23
Roxbury Financial LLC
DECREASED5,8035,883-80-1%$755.9K$843.3K+$87.3K2026-10-01
Intesa Sanpaolo Wealth Management
DECREASED5,7845,872-88-1%$754.6K$840.5K+$85.9K2026-10-28
Financial Solutions Advisory Group, Inc.
INCREASED5,7785,069+709+14%$633.9K$843.2K+$209.3K2026-10-28
Providence First Trust Co
DECREASED5,7745,849-75-1%$751.7K$839.0K+$87.4K2026-11-02
Asset Advisory Group, Inc.
UNCHANGED5,7655,76500%$740.8K$837.7K+$96.9K2026-10-20
Lionshead Wealth Management, LLC
INCREASED5,7585,754+4+0%$744.3K$841.6K+$97.3K2026-10-21
Salvus Wealth Management, LLC
INCREASED5,7575,037+720+14%$647.3K$836.6K+$189.3K2026-10-13
Vicus Capital
DECREASED5,7565,836-80-1%$750.0K$836.5K+$86.5K2026-11-05
Trifecta Capital Advisors, LLC
UNCHANGED5,7405,74000%$737.6K$834.1K+$96.5K2026-10-21
Lazari Capital Management, Inc.
INCREASED5,7375,710+27+0%$733.8K$833.6K+$99.9K2026-10-20
Ascentis Wealth Management, LLC
INCREASED5,7222,647+3,075+116%$340.1K$831.4K+$491.3K2026-11-03
Argonautica Private Wealth Management, Inc
UNCHANGED5,7155,71500%$734.4K$830.4K+$96.1K2026-11-02
Stenger Family Office, LLC
INCREASED5,6885,282+406+8%$678.7K$807.5K+$128.8K2026-10-22
First Merchants Corp
DECREASED5,6875,770-83-1%$741.4K$826.4K+$84.9K2026-10-15
Foundation Wealth Management, Llc\pa
INCREASED5,6505,596+54+1%$719.1K$821.0K+$101.9K2026-10-14
Jnba Financial Advisors
INCREASED5,6245,494+130+2%$706.0K$817.2K+$111.2K2026-11-03
waypoint wealth counsel
INCREASED5,6215,527+94+2%$710.2K$816.8K+$106.6K2026-10-22
Shayne & Jacobs, LLC
UNCHANGED5,6115,61100%$721.0K$815.3K+$94.3K2026-10-21
Summit Wealth Group LLC / Co
DECREASED5,5955,779-184-3%$742.6K$813.0K+$70.4K2026-10-29
Gray Private Wealth, LLC
DECREASED5,5936,199-606-10%$796.6K$812.7K+$16.1K2026-10-28
Ifrah Financial Services, Inc.
DECREASED5,5895,695-106-2%$731.8K$812.2K+$80.4K2026-10-13
Rasp Wealth Solutions, LLC
INCREASED5,5845,259+325+6%$675.8K$811.5K+$135.6K2026-11-06
Demars Financial Group, LLC
DECREASED5,5835,754-171-3%$739.4K$811.3K+$71.9K2026-10-22
Trail Ridge Investment Advisors, LLC
INCREASED5,5795,426+153+3%$697.3K$810.7K+$113.5K2026-10-16
Rosenberg Matthew Hamilton
DECREASED5,5625,672-110-2%$728.9K$808.2K+$79.4K2026-10-05
Werba Rubin Papier Wealth Management
INCREASED5,5605,214+346+7%$670.0K$808.0K+$138.0K2026-11-06
Synergy Asset Management, LLC
DECREASED5,5336,385-852-13%$820.5K$804.0K-$16.5K2026-11-05
Jessup Wealth Management, Inc
DECREASED5,5278,375-2,848-34%$1.1M$803.1K-$273.1K2026-10-20
Ariadne Wealth Management, LP
DECREASED5,5095,696-187-3%$731.9K$800.5K+$68.6K2026-11-06
Third View Private Wealth, LLC
DECREASED5,4815,509-28-1%$707.9K$796.4K+$88.5K2026-10-30
American State Bank (Iowa)
NEW5,475—+5,475——$795.6K—2026-11-03
Good Steward Wealth Advisors,LLC
DECREASED5,4685,575-107-2%$716.4K$794.6K+$78.2K2026-11-06
Cora Capital Advisors LLC
INCREASED5,4444,994+450+9%$641.7K$791.0K+$149.3K2026-11-02
Crescent Sterling, Ltd.
DECREASED5,4205,497-77-1%$706.4K$787.6K+$81.1K2026-10-16
Ironwood Financial, llc
INCREASED5,4115,395+16+0%$669.2K$786.3K+$117.1K2026-10-20
Sather Financial Group Inc
DECREASED5,4025,433-31-1%$698.1K$785.0K+$86.8K2026-10-30
BankPlus Trust Department
DECREASED5,39410,294-4,900-48%$1.3M$783.8K-$539.0K2026-11-06
Lebenthal Global Advisors, LLC
DECREASED5,3926,150-758-12%$790.3K$783.5K-$6.8K2026-10-28
Alliance Private Wealth, LLC
DECREASED5,3716,141-770-13%$789.1K$780.5K-$8.7K2026-10-20
Womack Financial LLC
INCREASED5,3695,358+11+0%$688.5K$780.2K+$91.7K2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED5,3674,354+1,013+23%$559.5K$779.8K+$220.3K2026-11-02
Summa Corp.
UNCHANGED5,3605,36000%$688.8K$778.9K+$90.1K2026-10-30
Woodward Financial Advisors, Inc.
DECREASED5,3415,455-114-2%$701.0K$776.1K+$75.1K2026-10-19
LifePlan Financial, LLC
DECREASED5,3286,815-1,487-22%$875.7K$758.6K-$117.1K2026-10-13
Invenio Wealth Partners LLC
DECREASED5,3185,564-246-4%$715.0K$772.8K+$57.8K2026-10-20
First Bancorp, Inc
DECREASED5,3025,509-207-4%$707.9K$770.4K+$62.5K2026-10-26
Eagle Bay Advisors LLC
DECREASED5,2935,407-114-2%$699.3K$773.9K+$74.6K2026-10-16
Hummer Financial Advisory Services Inc
UNCHANGED5,2895,28900%$684.1K$773.0K+$88.9K2026-10-09
Banyan Capital Management, Inc.
DECREASED5,2825,841-559-10%$750.6K$767.5K+$17.0K2026-11-05
MW Advisory, LLC
INCREASED5,2613,283+1,978+60%$421.9K$764.5K+$342.6K2026-10-19
SLT Holdings LLC
INCREASED5,2472,987+2,260+76%$383.8K$762.4K+$378.6K2026-10-15
Walser Wealth Management Company, A Ltd Liability Co
INCREASED5,2454,678+567+12%$601.1K$762.1K+$161.0K2026-10-15
Galvin, Gaustad & Stein, LLC
INCREASED5,2405,221+19+0%$670.9K$761.5K+$90.6K2026-10-08
Cpwa, LLC
INCREASED5,2394,037+1,202+30%$518.8K$762.0K+$243.2K2026-11-04
Scissortail Wealth Management, LLC
NEW5,229—+5,229——$759.9K—2026-11-03
Phoenix Wealth Advisors
DECREASED5,2285,594-366-7%$718.8K$759.7K+$40.9K2026-11-03
Arsenal Capital Advisors LLC
INCREASED5,2265,179+47+1%$665.5K$759.4K+$93.9K2026-11-02
Vann Equity Management LLC
INCREASED5,2152,783+2,432+87%$357.6K$757.8K+$400.2K2026-10-08
Strategic Wealth Advisors LLC
DECREASED5,2065,655-449-8%$595$756.5K+$755.9K2026-11-06
Cohen Investment Advisors LLC
DECREASED5,2055,231-260%$672.2K$756.3K+$84.2K2026-10-20
Successful Portfolios LLC
UNCHANGED5,2045,20400%$648.2K$729.4K+$81.2K2026-10-09
Good Harbor Advisors, Inc.
DECREASED5,1985,318-120-2%$683.4K$755.3K+$72.0K2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED5,1864,982+204+4%$640.1K$753.6K+$113.4K2026-11-02
Arcataur Capital Management LLC
UNCHANGED5,1775,17700%$665.2K$752.3K+$87.0K2026-10-21
Myriad Asset Management US LP
NEW5,160—+5,160——$750.0K—2026-11-03
Worthington Financial Partners, LLC
UNCHANGED5,1495,14900%$661.6K$748.2K+$86.6K2026-10-13
Clark Wealth Partners
INCREASED5,1445,121+23+0%$662.4K$751.8K+$89.4K2026-10-19
Rahlfs Capital, LLC
DECREASED5,0955,325-230-4%$684.3K$740.4K+$56.1K2026-10-23
Fortis Group Advisors, LLC
INCREASED5,0714,715+356+8%$605.9K$758.1K+$152.2K2026-11-06
Caliber Wealth Management, LLC / KS
INCREASED5,0714,890+181+4%$628.4K$736.9K+$108.6K2026-11-04
Summit Financial Strategies, Inc.
INCREASED5,0715,052+19+0%$649.2K$736.9K+$87.7K2026-10-14
Royal Palms Capital LLC
DECREASED5,0565,158-102-2%$662.8K$734.7K+$71.9K2026-10-23
TSG Advice Partners, LLC
NEW5,054—+5,054——$649.4K—2026-10-29
55 North Private Wealth, LLC
INCREASED5,0384,275+763+18%$549.3K$732.1K+$182.7K2026-10-20
Crown Wealth Group, LLC
INCREASED5,0384,810+228+5%$618.1K$732.1K+$114.0K2026-10-19
Revisor Wealth Management LLC
DECREASED5,0125,906-894-15%$762.9K$731.2K-$31.7K2026-10-20
CrossGen Wealth, LLC
INCREASED5,0014,992+9+0%$641.5K$726.7K+$85.2K2026-10-30
Pavaki Capital Management LLC
UNCHANGED5,0005,00000%$642.5K$726.6K+$84.1K2026-10-26
Indiana Trust & Investment Management Co
UNCHANGED4,9964,99600%$642.0K$726.0K+$84.0K2026-10-22
Laurel Wealth Advisors LLC
UNCHANGED4,9844,98400%$640.4K$724.2K+$83.8K2026-10-27
S.A. Mason LLC
INCREASED4,9754,968+7+0%$638.3K$723.0K+$84.6K2026-10-13
Clark Financial Services Group Inc
INCREASED4,9704,388+582+13%$563.9K$722.2K+$158.3K2026-10-19
Strata Wealth Advisors, LLC
INCREASED4,9644,849+115+2%$623.1K$721.3K+$98.2K2026-10-16
Accretive Wealth Partners, LLC
INCREASED4,9564,954+2+0%$636.6K$720.1K+$83.6K2026-11-06
Financial Enhancement Group LLC
DECREASED4,9404,955-150%$636.7K$705.3K+$68.7K2026-10-08
BOS Asset Management, LLC
UNCHANGED4,9354,93500%$634.1K$717.1K+$83.0K2026-10-09
Cowa, LLC
DECREASED4,9166,531-1,615-25%$839.2K$714.4K-$124.8K2026-10-30
Smith Thornton Advisors LLC
UNCHANGED4,9084,90800%$608.7K$713.2K+$104.4K2026-10-16
Founders Grove Wealth Partners, LLC
DECREASED4,8964,961-65-1%$637.5K$711.4K+$74.0K2026-10-16
Paulson Wealth Management Inc.
INCREASED4,8754,775+100+2%$613.6K$708.4K+$94.8K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED4,8744,682+192+4%$601.7K$708.3K+$106.6K2026-10-20
Fairscale Capital, LLC
INCREASED4,8734,863+10+0%$629.0K$728.6K+$99.6K2026-11-04
Piedmont Capital Management, LLC
INCREASED4,8664,767+99+2%$612.6K$707.1K+$94.5K2026-10-21
Raleigh Capital Management Inc.
DECREASED4,85315,000-10,147-68%$1.9M$705.3K-$1.2M2026-10-28
Sigma Investment Counselors Inc
DECREASED4,8316,333-1,502-24%$813.8K$701.9K-$111.9K2026-10-27
Harel Insurance Investments & Financial Services Ltd.
INCREASED4,8194,490+329+7%$577.0K$700-$576.3K2026-11-02
Jacobsen Capital Management
INCREASED4,8184,798+20+0%$616.5K$700.1K+$83.6K2026-10-27
Luts & Greenleigh Group, Inc.
INCREASED4,8054,755+50+1%$611.0K$698.3K+$87.3K2026-11-05
Regatta Capital Group, LLC
INCREASED4,8044,544+260+6%$583.9K$698.1K+$114.3K2026-10-23
Capital City Trust Co
UNCHANGED4,7904,79000%$615.5K$696.0K+$80.5K2026-10-22
Blake Schutter Theil Wealth Advisors, LLC
DECREASED4,7835,065-282-6%$650.9K$695.0K+$44.2K2026-11-02
CWC Advisors, Llc.
INCREASED4,7764,753+23+0%$610.8K$694.0K+$83.2K2026-10-15
Seamount Financial Group Inc
UNCHANGED4,7664,76600%$612.4K$692.5K+$80.1K2026-10-21
Capital Advisors Wealth Management, LLC
INCREASED4,7564,622+134+3%$593.9K$691.1K+$97.2K2026-10-09
Ninety One SA (PTY) Ltd
UNCHANGED4,7494,74900%$603.6K$698.0K+$94.5K2026-10-15
J.Safra Asset Management Corp
INCREASED4,7434,298+445+10%$552.4K$689.2K+$136.8K2026-11-03
Apollon Financial, LLC
INCREASED4,7424,521+221+5%$580.9K$689.0K+$108.2K2026-10-23
Wagner Wealth Management, LLC
DECREASED4,7385,406-668-12%$694.7K$688.5K-$6.2K2026-10-21
Plan A Wealth LLC
DECREASED4,7304,860-130-3%$624.5K$687.3K+$62.8K2026-10-08
Accel Wealth Management
DECREASED4,7214,862-141-3%$624.8K$686.0K+$61.2K2026-10-13
Falcon Wealth Planning
INCREASED4,7184,045+673+17%$519.8K$685.6K+$165.8K2026-11-06
First Citizens Financial Corp
UNCHANGED4,7154,71500%$605.9K$685.1K+$79.3K2026-10-02
Cottage Street Advisors LLC
INCREASED4,6824,680+2+0%$601.3K$680.3K+$79.0K2026-10-19
Floyd Financial Group LLC
DECREASED4,6625,359-697-13%$647.3K$661.9K+$14.7K2026-10-28
Union Savings Bank
DECREASED4,6544,833-179-4%$621.0K$676.3K+$55.2K2026-10-14
Legacy Edge Advisors, LLC
INCREASED4,6464,100+546+13%$526.9K$675.1K+$148.3K2026-11-06
Warwick Investment Management, Inc.
INCREASED4,6314,520+111+2%$580.8K$672.9K+$92.1K2026-10-19
Emprise Bank
DECREASED4,5994,825-226-5%$620.0K$668.3K+$48.3K2026-10-07
Financial Partners Group, Inc
INCREASED4,5934,545+48+1%$584.0K$667.4K+$83.4K2026-10-19
Cambridge Financial Group, LLC
UNCHANGED4,5744,57400%$587.7K$587.7K$02026-10-06
Lynx Investment Advisory
DECREASED4,5644,906-342-7%$630.3K$663.1K+$32.8K2026-10-27
Sunburst Financial Group, LLC
DECREASED4,5644,565-10%$586.6K$663.2K+$76.5K2026-10-09
Millennium Capital Advisors, LLC
INCREASED4,5504,450+100+2%$571.8K$661.2K+$89.3K2026-10-16
Avail Investment Partners, LLC
INCREASED4,5494,244+305+7%$545.3K$661.0K+$115.7K2026-10-16
Alliance Wealth Advisors, LLC
INCREASED4,5434,342+201+5%$557.9K$660.1K+$102.2K2026-10-28
Green Ridge Wealth Planning LLC
DECREASED4,5425,048-506-10%$648.7K$660.0K+$11.3K2026-10-08
Syverson Strege & Co
INCREASED4,5374,483+54+1%$576.1K$659.3K+$83.3K2026-11-02
Barr E S & Co
UNCHANGED4,5364,53600%$582.9K$659.1K+$76.3K2026-11-06
Verum Partners LLC
DECREASED4,5335,758-1,225-21%$739.9K$658.7K-$81.2K2026-10-21
MKT Advisors LLC
DECREASED4,5324,919-387-8%$633.8K$645.3K+$11.4K2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED4,5224,52200%$581.1K$657.1K+$76.0K2026-10-23
Mainsail Financial Group, LLC
UNCHANGED4,4934,49300%$577.4K$652.9K+$75.5K2026-10-23
Verus Financial Partners, Inc.
INCREASED4,4823,877+605+16%$498.2K$651.3K+$153.2K2026-10-29
Annex Advisory Services, LLC
DECREASED4,4614,837-376-8%$621.5K$648.2K+$26.7K2026-10-16
Dupree Financial Group, LLC
UNCHANGED4,4584,45800%$572.9K$647.8K+$74.9K2026-10-09
LeConte Wealth Management, LLC
INCREASED4,4574,289+168+4%$551.1K$647.6K+$96.5K2026-10-20
Clarus Group, Inc.
DECREASED4,4514,461-100%$573.3K$646.8K+$73.5K2026-10-21
Capital Advisors, Ltd. LLC
INCREASED4,4424,345+97+2%$558$645+$872026-10-27
Smith Shellnut Wilson LLC
UNCHANGED4,4354,43500%$569.9K$644.5K+$74.6K2026-10-21
First Growth Capital LLC
DECREASED4,4345,520-1,086-20%$709.3K$644.3K-$65.0K2026-10-15
Weaver Consulting Group
INCREASED4,4244,026+398+10%$517.3K$642.8K+$125.5K2026-10-07
Johnson Bixby & Associates, LLC
INCREASED4,4154,249+166+4%$546.0K$641.5K+$95.5K2026-10-14
Liberty Capital Management, Inc.
DECREASED4,4124,814-402-8%$618.6K$641.1K+$22.5K2026-11-02
D'Orazio & Associates, Inc.
INCREASED4,4084,050+358+9%$520.4K$640.5K+$120.1K2026-11-04
Bell Investment Advisors, Inc
DECREASED4,4054,499-94-2%$578.1K$640.1K+$62.0K2026-10-29
Sawgrass Asset Management LLC
DECREASED4,3914,623-232-5%$594.1K$638.1K+$44.0K2026-11-03
Black Diamond Financial, LLC
INCREASED4,3853,735+650+17%$479.9K$637.2K+$157.2K2026-10-26
Baker Tilly Wealth Management, LLC
INCREASED4,3774,067+310+8%$522.6K$636.0K+$113.4K2026-10-05
Manchester Financial Inc
UNCHANGED4,3584,35800%$560.0K$633.3K+$73.3K2026-10-15
Bourne Lent Asset Management Inc
UNCHANGED4,3574,35700%$559.9K$633.1K+$73.2K2026-11-05
Seven Mile Advisory
DECREASED4,3544,571-217-5%$591.2K$632.7K+$41.4K2026-10-22
Syntegra Private Wealth Group, LLC
INCREASED4,3453,649+696+19%$468.9K$631.4K+$162.5K2026-10-13
Sovran Advisors, LLC
INCREASED4,3454,128+217+5%$544.2K$635.8K+$91.7K2026-11-02
White Lighthouse Investment Management Inc.
INCREASED4,3314,328+3+0%$556.1K$629.4K+$73.3K2026-10-21
Elmwood Wealth Management, Inc.
INCREASED4,3244,314+10+0%$554.3K$628.3K+$74.0K2026-10-14
Congress Park Capital LLC
DECREASED4,3105,060-750-15%$650.2K$626.3K-$23.9K2026-10-13
Ceera Investments, LLC
UNCHANGED4,2994,29900%$552.4K$624.7K+$72.3K2026-11-02
Cannon Financial Strategists, Inc.
UNCHANGED4,2944,29400%$551.8K$624.0K+$72.2K2026-10-19
Bullock Wealth Management Group
DECREASED4,2824,333-51-1%$543.3K$615.7K+$72.5K2026-10-09
Constitution Capital LLC
UNCHANGED4,2804,28000%$550.0K$621.9K+$71.9K2026-10-23
Intergy Private Wealth, LLC
INCREASED4,2774,099+178+4%$526.7K$621.5K+$94.8K2026-10-16
Howard Wealth Management, LLC
INCREASED4,2584,092+166+4%$525.9K$618.8K+$92.9K2026-10-28
Gradient Investments LLC
INCREASED4,2443,723+521+14%$478.4K$616.7K+$138.3K2026-10-08
Seizert Capital Partners, LLC
UNCHANGED4,2304,23000%$543.6K$614.7K+$71.1K2026-10-30
MRA Advisory Group
DECREASED4,2274,420-193-4%$568.0K$614.2K+$46.2K2026-10-07
Fell Capital Management
UNCHANGED4,2154,21500%$541.6K$612.5K+$70.9K2026-10-09
Bender Robert & Associates
INCREASED4,2104,042+168+4%$519.4K$611.7K+$92.4K2026-10-21
Park Edge Advisors, LLC
DECREASED4,1984,378-180-4%$562.6K$610.0K+$47.4K2026-10-28
Optivise Advisory Services LLC
INCREASED4,1963,946+250+6%$507.0K$609.7K+$102.7K2026-10-19
Miller Global Investments, LLC
DECREASED4,1854,258-73-2%$547.2K$608.1K+$61.0K2026-10-02
Acima Private Wealth, LLC
DECREASED4,1764,764-588-12%$612.2K$606.8K-$5.4K2026-10-05
Able Financial Group, LLC
DECREASED4,1664,923-757-15%$632.6K$605.4K-$27.2K2026-10-14
Uniting Wealth Partners, LLC
INCREASED4,1443,965+179+5%$512.9K$605.7K+$92.9K2026-11-06
Sound Income Strategies, LLC
DECREASED4,1434,917-774-16%$631.9K$589.9K-$42.0K2026-10-09
Centurion Wealth Management LLC
INCREASED4,1434,132+11+0%$531.0K$602.0K+$71.0K2026-10-13
Cerro Pacific Wealth Advisors LLC
INCREASED4,1414,136+5+0%$531.5K$601.7K+$70.3K2026-10-22
True North Advisors, LLC
DECREASED4,1374,150-130%$533.3K$604.7K+$71.4K2026-10-22
Investment Partners Asset Management, Inc.
INCREASED4,1364,062+74+2%$522.0K$601.0K+$79.0K2026-10-09
Ballast, Inc.
INCREASED4,1303,950+180+5%$507.6K$600.1K+$92.6K2026-10-20
Financial Planning Hawaii, Inc.
DECREASED4,1215,491-1,370-25%$705.6K$598.8K-$106.8K2026-10-13
Financial Council, LLC
UNCHANGED4,1164,11600%$529.0K$598.2K+$69.2K2026-11-02
Hollow Brook Wealth Management LLC
UNCHANGED4,1134,11300%$528.5K$597.7K+$69.1K2026-10-29
Sustainable Insight Capital Management, LLC
NEW4,112—+4,112——$597.5K—2026-11-06
Powell Investment Advisors, LLC
UNCHANGED4,1094,10900%$531.5K$600.6K+$69.1K2026-10-22
Brady Family Wealth, LLC
DECREASED4,1004,774-674-14%$613.5K$595.8K-$17.7K2026-11-02
CPC Advisors, LLC
INCREASED4,0993,842+257+7%$493.7K$595.6K+$101.9K2026-10-21
Legacy Advisory Services, LLC
INCREASED4,0994,097+2+0%$526.5K$595.6K+$69.2K2026-10-20
Ramiah Investment Group
DECREASED4,0944,246-152-4%$545.6K$594.9K+$49.3K2026-10-20
Thrive Capital Management, LLC
DECREASED4,08842,844-38,756-90%$5.5M$594.0K-$4.9M2026-10-28
MBM Wealth Consultants, LLC
UNCHANGED4,0814,08100%$524.4K$592.9K+$68.6K2026-10-20
Cape Investment Advisory, Inc.
INCREASED4,0802,665+1,415+53%$342.5K$592.9K+$250.4K2026-10-13
One Day In July LLC
DECREASED4,0794,135-56-1%$531.3K$592.7K+$61.4K2026-10-30
Burton Enright Welch
INCREASED4,0781,782+2,296+129%$229.0K$592.6K+$363.6K2026-11-04
KWB Wealth
INCREASED4,0712,734+1,337+49%$351.4K$591.5K+$240.1K2026-10-16
Baron Wealth Management LLC
INCREASED4,0713,920+151+4%$503.7K$591.5K+$87.8K2026-10-27
Earned Wealth Advisors, LLC
INCREASED4,0633,294+769+23%$423.3K$590.4K+$167.2K2026-11-06
Flynn Zito Capital Management, LLC
INCREASED4,0634,052+11+0%$520.7K$590.4K+$69.7K2026-11-04
PFS Partners, LLC
INCREASED4,0594,033+26+1%$518.2K$589.8K+$71.6K2026-10-21
Parisi Gray Wealth Management
DECREASED4,0494,052-30%$520.6K$588.3K+$67.7K2026-10-16
Cranbrook Wealth Management, LLC
DECREASED4,0474,154-107-3%$533.8K$588.1K+$54.3K2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED4,0433,988+55+1%$512.0K$587-$511.4K2026-10-14
Chemistry Wealth Management LLC
INCREASED4,0333,843+190+5%$493.8K$586.0K+$92.2K2026-10-16
Orrstown Financial Services Inc
DECREASED4,0314,079-48-1%$524.2K$585.7K+$61.6K2026-10-14
Huntleigh Advisors, Inc.
INCREASED4,0284,009+19+0%$515.3K$585.4K+$70.2K2026-11-03
Bell Bank
INCREASED3,9683,672+296+8%$471.9K$576.6K+$104.7K2026-10-21
Blue Bell Private Wealth Management, LLC
INCREASED3,9603,212+748+23%$412.7K$575.4K+$162.7K2026-10-29
O'Brien Greene & Co. Inc
UNCHANGED3,9443,94400%$506.8K$573.1K+$66.3K2026-11-05
EdgeRock Capital LLC
INCREASED3,9293,461+468+14%$444.7K$570.9K+$126.2K2026-11-03
RTD Financial Advisors, Inc.
DECREASED3,9283,952-24-1%$507.8K$570.8K+$62.9K2026-10-09
Paragon Capital Management Ltd
DECREASED3,9254,355-430-10%$559.7K$570.3K+$10.5K2026-10-09
Values Added Financial LLC
DECREASED3,9243,925-10%$504.4K$570.2K+$65.8K2026-10-28
Roan Capital Partners
INCREASED3,9173,318+599+18%$426.4K$569.2K+$142.8K2026-10-09
Valicenti Advisory Services Inc
DECREASED3,9164,132-216-5%$531$569+$382026-10-23
State of Wyoming
INCREASED3,9072,066+1,841+89%$265.5K$567.7K+$302.2K2026-10-28
Oak Asset Management, LLC
UNCHANGED3,9063,90600%$501.9K$567.6K+$65.7K2026-10-13
FAI Advisors, Inc.
INCREASED3,8953,537+358+10%$454.5K$566.0K+$111.5K2026-10-27
Hoese & Co LLP
UNCHANGED3,8943,89400%$500.4K$565.8K+$65.5K2026-10-21
Encompass Wealth Advisors, LLC
NEW3,884—+3,884——$564.5K—2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED3,8823,795+87+2%$487.7K$564.1K+$76.4K2026-11-03
Cortland Associates Inc
INCREASED3,8753,711+164+4%$477.0K$563.0K+$86.0K2026-10-29
Vista Investment Partners LLC
INCREASED3,8663,858+8+0%$495.8K$561.8K+$66.0K2026-10-08
Dale Q Rice Investment Management Ltd
DECREASED3,8563,904-48-1%$501.7K$560.3K+$58.7K2026-10-09
Princeton Global Asset Management LLC
INCREASED3,8403,825+15+0%$491.6K$558.0K+$66.4K2026-10-21
Missouri Trust & Investment Co
DECREASED3,8354,335-500-12%$564.4K$557.3K-$7.2K2026-11-04
Financial Management Professionals, Inc.
INCREASED3,8353,783+52+1%$489.4K$560.5K+$71.1K2026-10-23
Human Investing LLC
INCREASED3,8313,385+446+13%$434.9K$556.6K+$121.7K2026-10-19
Tranquility Partners, LLC
INCREASED3,8253,703+122+3%$475.8K$555.8K+$80.0K2026-10-20
McLean Asset Management Corp
DECREASED3,8173,870-53-1%$503.9K$560.9K+$57.0K2026-11-06
Three Seasons Wealth, LLC
DECREASED3,81415,046-11,232-75%$1.9M$554.2K-$1.4M2026-11-03
Reflection Asset Management
UNCHANGED3,8143,81400%$490.1K$554.2K+$64.1K2026-10-28
Morey & Quinn Wealth Partners, LLC
DECREASED3,8103,811-10%$489.7K$553.6K+$63.9K2026-10-28
Providence Financial Advisors, LLC
UNCHANGED3,7973,79700%$487.9K$551.8K+$63.8K2026-11-06
Spartan Planning & Wealth Management
DECREASED3,7924,853-1,061-22%$623.7K$551.1K-$72.6K2026-10-13
Midland Wealth Advisors, LLC
DECREASED3,7875,509-1,722-31%$707.9K$550.3K-$157.6K2026-10-26
Sculati Wealth Management, LLC
UNCHANGED3,7833,78300%$482.3K$550.2K+$67.9K2026-10-19
Redwood Financial Network Corp
INCREASED3,7713,769+2+0%$484.4K$548.0K+$63.7K2026-11-03
Purkiss Capital Advisors LLC
INCREASED3,7603,751+9+0%$482.0K$546.4K+$64.4K2026-11-06
Silvia Mccoll Wealth Management, LLC
UNCHANGED3,7563,75600%$482.7K$545.9K+$63.1K2026-10-07
Vista Capital Partners, Inc.
INCREASED3,7402,968+772+26%$381.4K$543.5K+$162.1K2026-11-06
Secure Asset Management, LLC
DECREASED3,7374,350-613-14%$559.0K$543.1K-$15.9K2026-10-19
Nexus Investment Management ULC
UNCHANGED3,7353,73500%$479.9K$542.7K+$62.8K2026-10-27
Wealth Advisory Solutions, LLC
DECREASED3,7313,882-151-4%$498.8K$542.2K+$43.3K2026-10-20
Perennial Advisors, LLC
UNCHANGED3,7243,72400%$478.5K$541.1K+$62.6K2026-10-13
Hohimer Wealth Management, LLC
DECREASED3,7109,295-5,585-60%$1.2M$539.1K-$655.3K2026-11-04
Peoples Bank
DECREASED3,7103,795-85-2%$487.7K$539.1K+$51.4K2026-10-09
Beacon Financial Strategies Corp
DECREASED3,6973,796-99-3%$487.8K$537.3K+$49.5K2026-10-14
Tortoise Investment Management, LLC
INCREASED3,6883,462+226+7%$444.9K$535.9K+$91.0K2026-11-06
Fidelity D & D Bancorp Inc
UNCHANGED3,6693,66900%$471.5K$533.1K+$61.7K2026-11-05
D.B. Root & Company, LLC
INCREASED3,6673,564+103+3%$457.9K$532.9K+$74.9K2026-11-04
Peck Wealth Management, LLC
UNCHANGED3,6593,65900%$470.2K$531.7K+$61.5K2026-10-29
Ballew Advisors, Inc
INCREASED3,6533,636+17+0%$471.1K$527.2K+$56.1K2026-10-05
Willow Creek Wealth Management Inc.
DECREASED3,6514,556-905-20%$585.4K$530.5K-$54.9K2026-10-26
Adamsbrown Wealth Consultants LLC
INCREASED3,6473,627+20+1%$466.1K$529.9K+$63.8K2026-10-20
Targeted Financial Services LLC
INCREASED3,6373,634+3+0%$467.0K$528.4K+$61.5K2026-10-19
Mission Financial Group, LLC
INCREASED3,6293,374+255+8%$433.5K$527.3K+$93.8K2026-10-21
Wilkins Miller Wealth Management, LLC
INCREASED3,6203,604+16+0%$463.2K$526.1K+$62.9K2026-10-13
Bdfs Capital LLC
UNCHANGED3,6083,60800%$466.7K$527.3K+$60.7K2026-10-14
WMG Financial Advisors, LLC
UNCHANGED3,6053,60500%$463.3K$463.3K$02026-10-28
Certior Financial Group, LLC
INCREASED3,5883,339+249+7%$429.0K$521.4K+$92.3K2026-10-19
Berkeley, Inc
UNCHANGED3,5833,58300%$460.4K$520.7K+$60.2K2026-10-20
Crusonia Wealth Advisors LLC
INCREASED3,5603,372+188+6%$433.2K$517.3K+$84.0K2026-10-26
Ashurst Perkins Coie Trust Co
INCREASED3,5543,270+284+9%$420.2K$516.4K+$96.2K2026-10-15
Teza Capital Management LLC
NEW3,553—+3,553——$516.3K—2026-10-23
Johnson Financial Group, LLC
DECREASED3,5238,613-5,090-59%$1.1M$512.0K-$594.7K2026-11-03
Meridian Investment Counsel Inc.
DECREASED3,5233,923-400-10%$504.1K$511.9K+$7.8K2026-10-14
Ellsworth Advisors, LLC
INCREASED3,5233,455+68+2%$427.0K$511.9K+$84.8K2026-10-15
Beacon Capital Management, LLC
DECREASED3,5174,401-884-20%$565.5K$511.0K-$54.5K2026-10-23
Schneider Downs Wealth Management Advisors, LP
INCREASED3,5113,068+443+14%$394.2K$510.2K+$115.9K2026-10-27
Willow Creek Capital Management, Inc.
UNCHANGED3,5113,51100%$451.2K$451.2K$02026-10-16
Adkins Seale Capital Management LLC
UNCHANGED3,5093,50900%$450.9K$509.9K+$59.0K2026-10-27
Credit Capital Investments LLC
NEW3,500—+3,500——$508.6K—2026-10-22
Lifestyle Asset Management, Inc.
INCREASED3,4922,979+513+17%$382.8K$507.4K+$124.6K2026-10-20
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED3,4823,428+54+2%$440.5K$506.0K+$65.5K2026-10-13
Olistico Wealth, LLC
INCREASED3,4773,473+4+0%$446.3K$505.3K+$59.0K2026-10-05
Greatmark Investment Partners, Inc.
DECREASED3,4753,806-331-9%$489.1K$505.0K+$15.9K2026-10-28
JGP Global Gestao de Recursos Ltda.
INCREASED3,4703,372+98+3%$433.3K$504.2K+$70.9K2026-10-16
Powers Advisory Group, LLC
DECREASED3,4673,599-132-4%$462.5K$503.9K+$41.3K2026-10-14
MBE Wealth Management, LLC
INCREASED3,4643,323+141+4%$427.0K$503.4K+$76.4K2026-10-26
Mayfair Advisory Group, LLC
DECREASED3,4633,477-140%$455.8K$503.3K+$47.5K2026-10-20
Benin Management Corp
DECREASED3,4514,401-950-22%$565.5K$501.5K-$64.1K2026-10-22
Whelan Financial
INCREASED3,4373,078+359+12%$395.5K$499.4K+$103.9K2026-10-28
Banque de Luxembourg S.A.
INCREASED3,4362,436+1,000+41%$313.0K$499.3K+$186.3K2026-10-14
XY Planning Network, Inc.
INCREASED3,4202,758+662+24%$354.4K$497.0K+$142.6K2026-10-14
Connecticut Capital Management Group, LLC
DECREASED3,4113,415-40%$438.8K$495.7K+$56.8K2026-10-29
Arkfeld Wealth Strategies, L.L.C.
DECREASED3,4083,716-308-8%$471.1K$486.6K+$15.5K2026-10-19
South Shore Capital Advisors
DECREASED3,4083,498-90-3%$449.5K$495.2K+$45.7K2026-10-20
Colonial River Investments, LLC
INCREASED3,4073,226+181+6%$414.6K$495.1K+$80.5K2026-10-19
Landaas & Co
INCREASED3,3882,584+804+31%$332.1K$492.3K+$160.2K2026-10-29
FDx Advisors, Inc.
INCREASED3,3843,036+348+11%$390.0K$492-$389.5K2026-11-05
Harmony Asset Management LLC
INCREASED3,3803,252+128+4%$417.9K$491.2K+$73.3K2026-10-20
Trust Investment Advisors
INCREASED3,3681,639+1,729+105%$210.6K$489.4K+$278.8K2026-10-20
Post Resch Tallon Group Inc.
DECREASED3,3573,422-65-2%$439.7K$487.8K+$48.1K2026-10-09
Essential Investment Partners LLC
INCREASED3,3541,985+1,369+69%$255.1K$487.4K+$232.3K2026-10-27
Objective Capital Management, LLC
UNCHANGED3,3543,35400%$431.0K$487.4K+$56.4K2026-10-13
Birch Financial Group, LLC
DECREASED3,3433,394-51-1%$436.1K$485.8K+$49.7K2026-10-27
Rainier Family Wealth Inc
INCREASED3,3403,218+122+4%$413.5K$485.3K+$71.8K2026-11-02
Warren Street Wealth Advisors, LLC
INCREASED3,3273,201+126+4%$411.3K$483.5K+$72.2K2026-11-04
truNorth Financial Services, Inc.
DECREASED3,3263,461-135-4%$444.8K$483.3K+$38.6K2026-11-06
Mountain Pacific Investment Advisers LLC
INCREASED3,3263,241+85+3%$416.5K$483.3K+$66.8K2026-10-29
CMG Global Holdings, LLC
INCREASED3,3143,112+202+6%$399.9K$481.6K+$81.7K2026-10-14
Instrumental Wealth, LLC
INCREASED3,2891,864+1,425+76%$239.5K$477.9K+$238.4K2026-10-20
Integris Wealth Management, LLC
UNCHANGED3,2773,27700%$421.1K$476.2K+$55.1K2026-10-14
Eagle Bluffs Wealth Management LLC
DECREASED3,2713,990-719-18%$514.6K$478.1K-$36.5K2026-10-20
Smallwood Wealth Investment Management, LLC
DECREASED3,2643,432-168-5%$441.1K$474.4K+$33.3K2026-10-30
Groesbeck Investment Management Corp
DECREASED3,2603,396-136-4%$436$474+$382026-10-26
Gould Asset Management LLC
INCREASED3,2463,182+64+2%$408.9K$471.7K+$62.8K2026-11-06
Sun Group Wealth Partners
UNCHANGED3,2353,23500%$415.7K$470.1K+$54.4K2026-10-26
Platt Wealth Management LLC
DECREASED3,2333,317-84-3%$426.0K$469-$425.5K2026-11-04
Monument Group Wealth Advisors, LLC
DECREASED3,2304,935-1,705-35%$384.5K$469.4K+$84.8K2026-10-21
Berman McAleer LLC
UNCHANGED3,2233,22300%$414.1K$468.3K+$54.2K2026-10-16
Red Mountain Financial, LLC
DECREASED3,2213,247-26-1%$417.3K$468.0K+$50.7K2026-11-03
Dakota Community Bank & Trust NA
DECREASED3,2153,685-470-13%$473.5K$467.2K-$6.4K2026-10-09
PTM Wealth Management, LLC
DECREASED3,2153,252-37-1%$426.2K$456.3K+$30.1K2026-10-23
Bluedoor Private Wealth, LLC
DECREASED3,2143,217-30%$413.4K$467.0K+$53.6K2026-11-05
Quaker Wealth Management, LLC
INCREASED3,2032,499+704+28%$321.2K$465.4K+$144.2K2026-10-22
Montz Harcus Wealth Management LLC
INCREASED3,1983,191+7+0%$410.1K$464.7K+$54.7K2026-10-09
Security Financial Services, Inc.
INCREASED3,1953,188+7+0%$409.7K$464.3K+$54.6K2026-10-29
Verity & Verity, LLC
DECREASED3,1873,587-400-11%$460.9K$463.1K+$2.2K2026-10-23
Gagnon Securities LLC
UNCHANGED3,1873,18700%$409.5K$463.1K+$53.6K2026-11-05
MeadowBrook Investment Advisors LLC
DECREASED3,1783,403-225-7%$437.3K$467.9K+$30.6K2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED3,1703,237-67-2%$416.0K$460.6K+$44.7K2026-10-16
Aurora Investment Managers, Llc.
INCREASED3,1693,167+2+0%$407$461+$542026-10-15
Prairie Advisory, LLC
NEW3,166—+3,166——$460.0K—2026-10-19
Sterling Financial Planning, Inc.
DECREASED3,1663,246-80-2%$417.1K$460.1K+$42.9K2026-10-28
Eads & Heald Wealth Management
DECREASED3,1613,872-711-18%$497.6K$459.3K-$38.2K2026-10-29
Balance Wealth Partners LLC
INCREASED3,1493,051+98+3%$392.0K$457.5K+$65.5K2026-10-27
Fire Capital Management LLC
NEW3,148—+3,148——$457.4K—2026-10-27
MQS Management LLC
NEW3,141—+3,141——$456.4K—2026-11-06
MMA Asset Management LLC
INCREASED3,1393,138+1+0%$403.2K$456.1K+$52.9K2026-11-02
Canvas Wealth Advisors, LLC
INCREASED3,1372,978+159+5%$385.2K$459.0K+$73.8K2026-11-02
Aufman Associates Inc
INCREASED3,1342,990+144+5%$384.2K$455.4K+$71.2K2026-11-04
Byrne Asset Management LLC
INCREASED3,1273,027+100+3%$389.0K$449.7K+$60.7K2026-10-06
True Wealth Design, LLC
INCREASED3,1253,064+61+2%$393.7K$454.1K+$60.4K2026-10-13
Elco Management Co., LLC
UNCHANGED3,1223,12200%$401.2K$453.7K+$52.5K2026-10-14
Tobam
DECREASED3,1185,587-2,469-44%$718.0K$453-$717.5K2026-11-03
DB&C Advisors, LLC
INCREASED3,1103,091+19+1%$397.2K$451.9K+$54.7K2026-10-26
Blackston Financial Advisory Group, LLC
DECREASED3,1063,420-314-9%$439.4K$451.3K+$11.8K2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED3,1033,105-20%$399.0K$450.9K+$51.9K2026-10-15
Vivid Wealth Management, LLC
DECREASED3,1023,166-64-2%$406.8K$450.7K+$43.9K2026-10-27
TMB Capital Partners, LLC
INCREASED3,0873,085+2+0%$396.4K$448.5K+$52.1K2026-10-20
BXM Wealth LLC
UNCHANGED3,0733,07300%$394.9K$446.5K+$51.7K2026-11-03
Aire Advisors, LLC
DECREASED3,0693,136-67-2%$403.0K$445.9K+$42.9K2026-10-22
Southern Michigan Bank & Trust
DECREASED3,0654,691-1,626-35%$602.8K$445.4K-$157.4K2026-10-19
Wilkerson Advisory Group LLC
INCREASED3,0643,053+11+0%$392.4K$445.3K+$52.8K2026-10-20
North Point Portfolio Managers Corp
DECREASED3,0613,111-50-2%$399.8K$447.4K+$47.6K2026-10-07
Buckhead Capital Management LLC
DECREASED3,0553,066-110%$393.9K$443.9K+$50.0K2026-11-03
Henderson Brothers Financial Partners, LLC
DECREASED3,0483,051-30%$392.1K$442.9K+$50.8K2026-11-03
Traveka Wealth, LLC
INCREASED3,0392,711+328+12%$348.3K$441.6K+$93.2K2026-10-19
August Group Capital Ltd
INCREASED3,0383,033+5+0%$389.7K$441.5K+$51.7K2026-10-14
TriaGen Wealth Management LLC
UNCHANGED3,0373,03700%$390.3K$441.3K+$51.1K2026-10-14
Cane Capital Partners, LLC
DECREASED3,0353,197-162-5%$410.8K$441.0K+$30.2K2026-10-23
Dumont & Blake Investment Advisors LLC
DECREASED3,0353,043-80%$391.0K$441.0K+$50.0K2026-10-28
Strategent Financial, LLC
DECREASED3,0343,182-148-5%$408.9K$440.9K+$32.0K2026-10-30
KRS Capital Management, LLC
INCREASED3,0323,029+3+0%$389.2K$440.6K+$51.4K2026-10-16
Five Oceans Advisors
DECREASED3,0303,157-127-4%$405.7K$440.3K+$34.6K2026-10-22
Lorne Steinberg Wealth Management Inc.
UNCHANGED3,0233,02300%$388.5K$439.3K+$50.8K2026-10-23
Kellett Wealth Advisors, LLC
INCREASED3,0222,903+119+4%$373.1K$439.1K+$66.0K2026-10-15
Cornerstone Planning Group LLC
DECREASED3,0143,033-19-1%$386.7K$438.8K+$52.2K2026-10-16
Cornerstone Wealth, LLC
UNCHANGED3,0123,01200%$372.4K$437.6K+$65.3K2026-10-28
Harrell Investment Partners, LLC
DECREASED3,0113,030-19-1%$389.4K$437.6K+$48.2K2026-10-15
StoryOne LLC
NEW3,008—+3,008——$437.1K—2026-10-13
Carson Advisory Inc.
DECREASED3,0083,024-16-1%$388.6K$437.1K+$48.5K2026-11-06
Fortitude Family Office, LLC
INCREASED2,9982,950+48+2%$379.1K$435.6K+$56.6K2026-10-14
Cdkv Holdings LLC
UNCHANGED2,9942,99400%$384.7K$435.0K+$50.3K2026-10-28
Mainsail Asset Management, LLC
DECREASED2,9935,984-2,991-50%$763.0K$424.8K-$338.1K2026-10-14
Opal Wealth Advisors, LLC
DECREASED2,9932,998-50%$385.3K$434.9K+$49.6K2026-10-16
Bond & Devick Financial Network, Inc.
INCREASED2,9922,927+65+2%$376.1K$434.8K+$58.6K2026-10-23
TrustBank
DECREASED2,9923,013-21-1%$387.2K$434.8K+$47.6K2026-10-20
Horst & Graben Wealth Management LLC
INCREASED2,9882,962+26+1%$371.3K$434.1K+$62.8K2026-11-02
TigerOak Management, L.L.C.
INCREASED2,9842,794+190+7%$359.0K$433.6K+$74.6K2026-10-23
Walker Asset Management, LLC
INCREASED2,9832,964+19+1%$380.9K$433.4K+$52.5K2026-10-13
E6 Portfolios, LLC
INCREASED2,9822,981+1+0%$383.1K$433.4K+$50.3K2026-10-26
Rothwell Investment Advisors, LLC
NEW2,981—+2,981——$433.2K—2026-11-06
Advisors Management Group Inc
INCREASED2,9812,579+402+16%$331.0K$433-$330.6K2026-11-05
Kaydan Wealth Management, Inc.
INCREASED2,9782,925+53+2%$375.9K$432.7K+$56.9K2026-10-08
Westside Investment Management, Inc.
DECREASED2,9773,026-49-2%$388.9K$432.3K+$43.4K2026-11-02
Worth Financial Advisory Group, LLC
INCREASED2,9682,644+324+12%$339.8K$431.2K+$91.4K2026-10-19
Catalyst Private Wealth, LLC
INCREASED2,9662,825+141+5%$363.0K$431.0K+$68.0K2026-10-13
Abound Wealth Management
INCREASED2,9561,649+1,307+79%$211.9K$429.5K+$217.6K2026-10-26
Evansbrook LLC
INCREASED2,9432,813+130+5%$361.5K$427.6K+$66.1K2026-10-16
Wetzel Investment Advisors, Inc.
DECREASED2,9382,983-45-2%$385.9K$429.4K+$43.6K2026-10-13
Cadent Capital Advisors, LLC
DECREASED2,9152,978-63-2%$382.7K$423.6K+$40.9K2026-10-09
Commonwealth Financial Services, LLC
DECREASED2,9088,315-5,407-65%$1.1M$422.6K-$645.9K2026-10-20
North Capital, Inc.
DECREASED2,9032,957-54-2%$380.0K$412.2K+$32.2K2026-10-16
Prosperitas Financial LLC
INCREASED2,8922,835+57+2%$364.3K$420.3K+$56.0K2026-10-28
BKM Wealth Management, LLC
INCREASED2,8852,845+40+1%$365.6K$419.2K+$53.6K2026-10-22
Prentiss Smith & Co Inc
DECREASED2,8842,904-20-1%$373.2K$419.1K+$45.9K2026-10-27
Directional Asset Management
DECREASED2,8832,985-102-3%$383.6K$418.9K+$35.3K2026-10-22
InTrack Investment Management Inc
DECREASED2,8763,557-681-19%$457.1K$417.9K-$39.2K2026-10-15
AGH Wealth Advisors, LLC
INCREASED2,8702,841+29+1%$365.1K$417.0K+$52.0K2026-10-26
Veratis Advisors, Inc.
UNCHANGED2,8632,86300%$367.9K$416.0K+$48.1K2026-11-03
HBE Wealth Management, LLC
DECREASED2,8552,882-27-1%$370.3K$414.8K+$44.5K2026-11-06
Cooper Capital Advisors LLC
UNCHANGED2,8542,85400%$366.7K$414.7K+$48.0K2026-10-29
Curran Financial Partners, LLC
INCREASED2,8512,793+58+2%$359.0K$414.3K+$55.4K2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED2,8382,062+776+38%$265.0K$412.4K+$147.4K2026-11-04
Vista Investment Partners II, LLC
DECREASED2,8352,895-60-2%$372.0K$412.0K+$40.0K2026-10-15
ARQ Wealth Advisors, LLC
DECREASED2,8343,579-745-21%$456.2K$411.8K-$44.4K2026-10-29
Grant Street Asset Management, Inc.
UNCHANGED2,8292,82900%$363.6K$411.0K+$47.5K2026-10-26
AGP Franklin, LLC
UNCHANGED2,8222,82200%$362.6K$410.1K+$47.4K2026-11-04
BlueChip Wealth Advisors LLC
INCREASED2,8202,500+320+13%$321.3K$409.8K+$88.5K2026-11-03
TFB Advisors LLC
UNCHANGED2,8142,81400%$361.6K$408.9K+$47.3K2026-11-02
Bellecapital International Ltd.
NEW2,811—+2,811——$408.5K—2026-10-21
Kings Path Partners LLC
INCREASED2,8092,608+201+8%$335.1K$408.2K+$73.0K2026-10-21
Amarillo National Bank
UNCHANGED2,8032,80300%$360.2K$407.3K+$47.1K2026-10-23
Evanson Financial, LLC
DECREASED2,8022,997-195-7%$385.1K$407.2K+$22.1K2026-10-23
ETF Store, Inc.
DECREASED2,8022,910-108-4%$373.9K$407.2K+$33.3K2026-10-19
Grey Fox Wealth Advisors, LLC
INCREASED2,8002,585+215+8%$334.4K$409.3K+$74.8K2026-11-03
IPG Investment Advisors LLC
INCREASED2,7982,702+96+4%$348.7K$408.9K+$60.2K2026-10-30
Kennedy Investment Group, Inc.
INCREASED2,7942,782+12+0%$357.4K$406.0K+$48.6K2026-10-21
Blue Square Asset Management, LLC
UNCHANGED2,7932,79300%$358.9K$405.9K+$47.0K2026-11-02
One Way Holdings LLC
DECREASED2,7862,797-110%$359.4K$404.8K+$45.4K2026-10-29
Fortitude Advisory Group L.L.C.
INCREASED2,7782,728+50+2%$350.5K$403.7K+$53.2K2026-10-15
Hoxton Planning & Management, LLC
DECREASED2,7752,925-150-5%$375.9K$403.2K+$27.4K2026-10-15
Financial Freedom, LLC
INCREASED2,7692,764+5+0%$355.2K$402.4K+$47.2K2026-11-06
Collective Family Office LLC
DECREASED2,7662,774-80%$356.4K$401.9K+$45.5K2026-10-05
ASL Financial, LLC
UNCHANGED2,7642,76400%$355.2K$401.6K+$46.5K2026-10-15
Spinnaker Investment Group, LLC
INCREASED2,7552,671+84+3%$343.2K$400.3K+$57.2K2026-10-13
Edgemoor Investment Advisors, Inc.
INCREASED2,7472,727+20+1%$350.4K$399.2K+$48.7K2026-11-03
Motive Wealth Advisors
INCREASED2,7442,473+271+11%$317.8K$398.7K+$81.0K2026-10-26
Richardson Financial Services Inc.
INCREASED2,7422,529+213+8%$325.0K$398.4K+$73.5K2026-10-30
Strategic Family Wealth Counselors, L.L.C.
DECREASED2,7422,806-64-2%$360.6K$398.5K+$37.9K2026-10-29
Noble Family Wealth, LLC
UNCHANGED2,7402,74000%$352.1K$398.1K+$46.1K2026-10-26
Firestone Capital Management
DECREASED2,7322,760-28-1%$354.7K$397.0K+$42.3K2026-11-03
Wealth Group, Ltd.
DECREASED2,72510,970-8,245-75%$1.4M$396-$1.4M2026-10-30
Aspire Private Capital, LLC
DECREASED2,7252,819-94-3%$362.1K$395.9K+$33.7K2026-11-05
TrinityBridge Ltd
DECREASED2,7243,474-750-22%$446.0K$396-$445.6K2026-10-30
Triumph Capital Management
INCREASED2,7162,699+17+1%$346.9K$394.6K+$47.7K2026-10-14
Legacy Financial Group, Inc.
INCREASED2,7152,283+432+19%$293.4K$394.5K+$101.2K2026-10-21
Flagship Capital Management Inc.
INCREASED2,7122,697+15+1%$346.6K$394.1K+$47.5K2026-10-20
Jm2 Capital Inc.
INCREASED2,7092,706+3+0%$347.7K$393.7K+$46.0K2026-10-14
Ddfg, Inc
INCREASED2,7061,950+756+39%$250.6K$393.2K+$142.6K2026-10-15
Mattern Capital Management, LLC
UNCHANGED2,7062,70600%$347.7K$393.2K+$45.5K2026-11-02
Salomon & Ludwin, LLC
DECREASED2,7032,954-251-8%$370.3K$392.8K+$22.4K2026-10-29
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED2,7032,70300%$347.0K$393-$346.6K2026-10-26
Quantum Private Wealth, LLC
UNCHANGED2,7002,70000%$347.0K$392.3K+$45.4K2026-10-20
W.H. Cornerstone Investments Inc.
DECREASED2,6962,732-36-1%$351.0K$391.8K+$40.8K2026-11-03
First United Bank & Trust
DECREASED2,6942,744-50-2%$352.6K$391.5K+$38.9K2026-10-22
TBH Global Asset Management, LLC
DECREASED2,6932,984-291-10%$383.5K$391.3K+$7.8K2026-11-03
Gibson Capital, LLC
DECREASED2,6932,713-20-1%$348.6K$391.3K+$42.7K2026-10-23
Family Wealth Partners, LLC
INCREASED2,6902,340+350+15%$300.7K$390.9K+$90.2K2026-10-20
Princeton Capital Management LLC
INCREASED2,6852,684+1+0%$344.9K$390.1K+$45.2K2026-10-27
Braun-Bostich & Associates Inc.
DECREASED2,6842,891-207-7%$371.5K$390.0K+$18.5K2026-10-20
Detalus Advisors, LLC
DECREASED2,6692,708-39-1%$348.0K$387.8K+$39.9K2026-10-15
Tanager Wealth Management LLP
NEW2,668—+2,668——$387.9K—2026-10-19
Kingsman Wealth Management, Inc.
INCREASED2,6621,658+1,004+61%$213.1K$386.9K+$173.8K2026-10-13
Invera Wealth Advisors, LLC
DECREASED2,6612,879-218-8%$370.0K$386.7K+$16.7K2026-10-28
Private Client Services, LLC
DECREASED2,6602,704-44-2%$347.4K$386.5K+$39.1K2026-10-02
Veery Capital, LLC
DECREASED2,6542,664-100%$342.3K$385.7K+$43.3K2026-10-07
Waterfront Wealth Inc.
UNCHANGED2,6472,64700%$327.0K$392.1K+$65.1K2026-11-03
Cooper S Advisors, LLC
INCREASED2,6462,450+196+8%$314.8K$384.5K+$69.7K2026-11-03
Armbruster Capital Management, Inc.
DECREASED2,6402,670-30-1%$343.1K$383.6K+$40.5K2026-10-19
Granville Capital, Inc.
INCREASED2,6372,458+179+7%$315.9K$383.2K+$67.3K2026-11-05
Valley Brook Capital Group, Inc.
UNCHANGED2,6362,63600%$338.7K$383.0K+$44.3K2026-10-26
Independent Wealth Network Inc.
INCREASED2,6302,346+284+12%$301.5K$382.2K+$80.8K2026-10-19
Argos Wealth Advisors, LLC
UNCHANGED2,6202,62000%$336.7K$380.7K+$44.0K2026-11-02
Kelly Financial Group LLC
INCREASED2,6122,609+3+0%$335.2K$381.8K+$46.6K2026-10-16
Decker Wealth Management LLC
NEW2,611—+2,611——$379.4K—2026-10-09
Wealth Analytics Partners, LLC
DECREASED2,6092,627-18-1%$317.3K$379.1K+$61.8K2026-10-19
One Plus One Wealth Management, LLC
INCREASED2,5992,413+186+8%$310.1K$377.7K+$67.6K2026-10-16
KFA Private Wealth Group, LLC
DECREASED2,5982,657-59-2%$341.5K$377.5K+$36.0K2026-10-07
Reap Financial Group, LLC
INCREASED2,5972,341+256+11%$300.8K$377.3K+$76.5K2026-11-02
Private Wealth Management Group, LLC
INCREASED2,5902,491+99+4%$320.1K$376.4K+$56.3K2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED2,5772,57700%$331.1K$374.5K+$43.3K2026-10-15
FWG Investments, Llc.
UNCHANGED2,5722,57200%$330.5K$373.7K+$43.2K2026-11-03
Ayrshire Capital Management LLC
INCREASED2,5671,719+848+49%$220.9K$373.0K+$152.1K2026-10-20
Piscataqua Savings Bank
DECREASED2,5642,631-67-3%$338.1K$372.6K+$34.5K2026-10-21
Triune Financial Partners, LLC
INCREASED2,5542,526+28+1%$324.6K$371.2K+$46.5K2026-11-03
Owl Creek Wealth Partners LLC
DECREASED2,5502,726-176-6%$350.3K$370.5K+$20.3K2026-10-20
Marks Group Wealth Management, Inc
UNCHANGED2,5462,54600%$327.2K$370.0K+$42.8K2026-11-05
Forte Asset Management LLC
UNCHANGED2,5452,54500%$329.2K$372.0K+$42.8K2026-10-13
Sonata Capital Group Inc
INCREASED2,5412,539+2+0%$326.2K$369.2K+$43.0K2026-10-19
Guardian Partners Inc.
UNCHANGED2,5322,53200%$325.4K$367.9K+$42.6K2026-10-21
Central Valley Advisors, LLC
DECREASED2,5282,648-120-5%$340.3K$367.4K+$27.1K2026-10-27
Atwater Malick LLC
UNCHANGED2,5272,52700%$324.7K$367.2K+$42.5K2026-10-15
Reyes Financial Architecture, Inc.
DECREASED2,5233,379-856-25%$434.2K$366.6K-$67.6K2026-10-22
Wiregrass Investment Management LLC
DECREASED2,5232,559-36-1%$328.8K$366.6K+$37.7K2026-11-05
Markowski Investments
DECREASED2,5222,585-63-2%$332.2K$366.5K+$34.3K2026-10-30
Reik & Co., LLC
UNCHANGED2,5222,52200%$324.1K$366.5K+$42.4K2026-10-27
Heritage Family Offices, LLP
INCREASED2,5152,167+348+16%$278.5K$365.5K+$87.0K2026-11-02
MFG Investments, LLC
NEW2,503—+2,503——$363.7K—2026-10-30
Signature Equity Partners, LLC
INCREASED2,5031,008+1,495+148%$129.5K$363.8K+$234.3K2026-10-29
Corecam AG
DECREASED2,5003,125-625-20%$401.6K$363.3K-$38.3K2026-10-29
Independent Investors Inc
UNCHANGED2,5002,50000%$321.3K$363.3K+$42.0K2026-10-30
Able Wealth Management LLC
DECREASED2,4822,577-95-4%$280.7K$346.3K+$65.6K2026-10-13
WealthPoint Financial, LLC
DECREASED2,4692,700-231-9%$347.0K$358.7K+$11.7K2026-11-03
Academy Capital Management
UNCHANGED2,4692,46900%$317.3K$358.8K+$41.5K2026-11-05
Aletheian Wealth Advisors LLC
INCREASED2,4652,428+37+2%$312.0K$358.2K+$46.2K2026-10-08
Asset Planning,Inc
INCREASED2,4652,452+13+1%$315.1K$358.2K+$43.1K2026-10-26
Renasant Bank
DECREASED2,4623,712-1,250-34%$477.0K$357.8K-$119.2K2026-11-05
Cogent Private Wealth, Inc.
INCREASED2,4512,333+118+5%$299.8K$356.2K+$56.4K2026-11-06
Haven Private, LLC
DECREASED2,4412,444-30%$314.1K$354.7K+$40.6K2026-10-27
Peachtree Investment Partners, LLC
INCREASED2,4332,255+178+8%$289.8K$353.5K+$63.7K2026-11-05
Avid Wealth Partners LLC
INCREASED2,4272,352+75+3%$302.4K$352.8K+$50.4K2026-11-03
Cahaba Wealth Management, Inc.
INCREASED2,4262,305+121+5%$296.2K$352.5K+$56.2K2026-10-26
Centerpoint Advisory Group
INCREASED2,4212,331+90+4%$299.5K$351.8K+$52.3K2026-10-23
Leslie Global Wealth, LLC
DECREASED2,4212,427-60%$311.9K$351.8K+$39.9K2026-10-26
ShankerValleau Wealth Advisors, Inc.
UNCHANGED2,4072,40700%$309.3K$349.8K+$40.5K2026-10-16
CWS Financial Advisors, LLC
DECREASED2,4032,472-69-3%$317.7K$349.2K+$31.6K2026-10-16
Investment Research & Advisory Group, Inc.
DECREASED2,3982,399-10%$315.2K$365.4K+$50.2K2026-10-19
Centennial Wealth Advisory LLC
INCREASED2,3961,798+598+33%$231.0K$348.2K+$117.2K2026-10-16
Santori & Peters, Inc.
DECREASED2,3892,408-19-1%$309.4K$347.1K+$37.8K2026-10-26
Oarsman Capital, Inc.
INCREASED2,3852,279+106+5%$292.9K$346.6K+$53.7K2026-11-05
Charter Capital Management, Llc\de
INCREASED2,3752,374+1+0%$305.0K$345.2K+$40.2K2026-10-28
Holland Advisory Services, Inc.
INCREASED2,3722,360+12+1%$303.3K$344.7K+$41.4K2026-10-26
Lantern Wealth Advisors, LLC
DECREASED2,3652,413-48-2%$310.1K$343.6K+$33.5K2026-10-22
Sterling Wealth Management, Inc.
UNCHANGED2,3642,36400%$303.8K$343.5K+$39.7K2026-10-23
Chickasaw Capital Management LLC
UNCHANGED2,3632,36300%$304$343.4K+$343.1K2026-10-08
North Forty Two & Co.
UNCHANGED2,3622,36200%$303.5K$343.2K+$39.7K2026-10-19
Hobart Private Capital, LLC
DECREASED2,3602,378-18-1%$305.5K$343.0K+$37.5K2026-10-19
Titleist Asset Management, LLC
INCREASED2,3532,186+167+8%$280.8K$341.8K+$61.0K2026-10-08
River Street Advisors LLC
DECREASED2,3492,923-574-20%$375.6K$341.3K-$34.3K2026-10-22
Cypress Point Wealth Management, LLC
INCREASED2,3462,343+3+0%$301.1K$340.9K+$39.8K2026-11-03
Chapman Financial Group, LLC
UNCHANGED2,3432,34300%$301.1K$340.5K+$39.4K2026-10-26
Invested Advisors
INCREASED2,3332,080+253+12%$267.3K$339.0K+$71.7K2026-10-23
Integrated Wealth Management
UNCHANGED2,3222,32200%$298.3K$337.4K+$39.1K2026-10-19
Brooklyn FI, LLC
NEW2,304—+2,304——$346.4K—2026-11-05
Latitude Advisors, LLC
INCREASED2,3042,203+101+5%$283.0K$334.8K+$51.8K2026-10-27
Lexington Hill Partners, LLC
DECREASED2,3032,328-25-1%$299.1K$334.7K+$35.6K2026-10-13
Endeavor Private Wealth, Inc.
INCREASED2,3001,999+301+15%$258.5K$336.3K+$77.8K2026-11-05
Alessandra Capital Management, LLC
DECREASED2,2902,410-120-5%$309.7K$332.8K+$23.1K2026-10-30
AA Financial Advisors, LLC
INCREASED2,2871,630+657+40%$209.5K$332.3K+$122.9K2026-10-19
Tarbox Family Office, Inc.
UNCHANGED2,2852,28500%$293.6K$332.1K+$38.4K2026-10-23
Kuhn & Co Investment Counsel
INCREASED2,2792,237+42+2%$287.5K$331.2K+$43.7K2026-10-29
Birchbrook, Inc.
DECREASED2,2782,450-172-7%$314.8K$331.0K+$16.2K2026-10-14
DLK Investment Management, LLC
INCREASED2,2772,183+94+4%$270.3K$330.9K+$60.6K2026-10-09
AMG Asset Management Group, Inc.
INCREASED2,2562,201+55+3%$282.9K$327.8K+$44.9K2026-10-21
Amplius Wealth Advisors, LLC
INCREASED2,2542,153+101+5%$276.7K$327.5K+$50.9K2026-10-20
Southern Financial Group, LLC
DECREASED2,2532,560-307-12%$329.0K$327.4K-$1.6K2026-10-30
Coyle Financial Counsel LLC
INCREASED2,2522,028+224+11%$260.6K$327.2K+$66.6K2026-10-28
Wallington Asset Management, LLC
UNCHANGED2,2472,24700%$288.7K$326.5K+$37.8K2026-11-04
Redwood Park Advisors LLC
INCREASED2,2432,110+133+6%$271.1K$326.0K+$54.8K2026-11-02
Tamar Securities, LLC
DECREASED2,2372,966-729-25%$381.1K$325.1K-$56.0K2026-11-03
Quad-Cities Investment Group, LLC
DECREASED2,2342,495-261-10%$320.6K$324.6K+$4.1K2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED2,2332,249-16-1%$289.0K$324.6K+$35.6K2026-11-03
Skyline Advisors, Inc.
UNCHANGED2,2332,23300%$287.0K$324.5K+$37.6K2026-11-03
Bluesphere Advisors LLC
INCREASED2,2321,990+242+12%$255.7K$324.4K+$68.7K2026-10-19
Grant Private Wealth Management Inc
DECREASED2,2292,355-126-5%$302.6K$323.9K+$21.3K2026-10-19
Triton Wealth Management, Pllc
DECREASED2,2282,542-314-12%$320.2K$323.6K+$3.4K2026-11-04
Prospect Financial Group LLC
DECREASED2,2192,699-480-18%$346.8K$322.4K-$24.4K2026-11-05
Master's Wealth Management Inc.
INCREASED2,2192,207+12+1%$283.6K$322.4K+$38.8K2026-10-22
Whitegate Investment Counselors, Inc.
INCREASED2,2172,202+15+1%$283.0K$322.1K+$39.2K2026-11-02
Burford Brothers, Inc.
INCREASED2,2142,161+53+2%$277.7K$321.7K+$44.0K2026-10-21
New England Capital Financial Advisors LLC
INCREASED2,2132,193+20+1%$281.8K$321.6K+$39.8K2026-11-03
Warm Springs Advisors Inc.
UNCHANGED2,2102,21000%$284.0K$321.1K+$37.2K2026-10-28
Community Bank of Raymore
UNCHANGED2,2052,20500%$283.3K$320.4K+$37.1K2026-10-23
TSA Wealth Managment LLC
UNCHANGED2,1982,19800%$282.4K$319.4K+$36.9K2026-10-22
Taylor Securities Services, Inc.
INCREASED2,1952,193+2+0%$281.8K$318.9K+$37.1K2026-10-20
Elevation Wealth Partners, LLC
DECREASED2,1922,212-20-1%$284.2K$318.5K+$34.3K2026-10-07
Stirlingshire Investments, Inc.
DECREASED2,1812,923-742-25%$377.8K$318.8K-$59.0K2026-11-05
JAG Capital Management, LLC
UNCHANGED2,1812,18100%$280.3K$316.9K+$36.7K2026-11-06
Code Waechter LLC
INCREASED2,1792,108+71+3%$270.9K$316.6K+$45.7K2026-10-23
Harbour Trust & Investment Management Co
DECREASED2,1712,192-21-1%$281.7K$315.5K+$33.8K2026-10-28
Blue Capital, Inc.
UNCHANGED2,1712,17100%$279.0K$315.5K+$36.5K2026-10-13
First National Bank Sioux Falls
UNCHANGED2,1702,17000%$250.5K$315.3K+$64.8K2026-10-13
Delta Wealth Advisors LLC
UNCHANGED2,1692,16900%$278.7K$315.2K+$36.5K2026-10-09
Integral Investment Advisors, Inc.
UNCHANGED2,1592,15900%$277.4K$313.7K+$36.3K2026-11-03
Southland Equity Partners LLC
INCREASED2,1572,154+3+0%$276.8K$313.5K+$36.7K2026-10-14
Armor Investment Advisors, LLC
INCREASED2,1502,050+100+5%$263.5K$312.4K+$48.9K2026-10-27
Client 1ST Advisory Group, LLC
DECREASED2,1462,189-43-2%$281.3K$311.8K+$30.5K2026-10-19
Bayban
UNCHANGED2,1392,13900%$274.9K$274.9K$02026-11-05
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED2,1371,965+172+9%$252.5K$310.5K+$58.0K2026-10-28
SJS Investment Consulting Inc.
INCREASED2,1341,992+142+7%$256.0K$310.1K+$54.1K2026-10-26
Cherrydale Wealth Management, LLC
UNCHANGED2,1342,13400%$274.2K$310.0K+$35.9K2026-10-20
Destiny Wealth Partners, LLC
DECREASED2,1332,963-830-28%$385.8K$316.4K-$69.4K2026-11-05
Leeward Financial Partners, LLC
UNCHANGED2,1312,13100%$273.8K$309.7K+$35.8K2026-10-23
Shakespeare Wealth Management, LLC
DECREASED2,1283,236-1,108-34%$415.9K$309.3K-$106.6K2026-10-28
Baker Boyer National Bank
UNCHANGED2,1252,12500%$273.1K$308.8K+$35.7K2026-11-05
Vilga Financial Planning LLC
INCREASED2,1202,091+29+1%$268.7K$308.1K+$39.4K2026-10-09
Avion Wealth
INCREASED2,1162,071+45+2%$266.0K$307-$265.7K2026-11-04
Montis Financial, LLC
INCREASED2,1131,984+129+7%$254.9K$307.1K+$52.1K2026-11-04
Stone Loft Wealth Management LLC
UNCHANGED2,1092,10900%$260.7K$306.5K+$45.8K2026-11-03
Accelerate Investment Advisors LLC
DECREASED2,1002,236-136-6%$287.3K$305.2K+$17.9K2026-11-02
West Wealth Group, LLC
INCREASED2,0971,633+464+28%$209.9K$304.6K+$94.8K2026-10-14
Hudson Capital Management LLC
DECREASED2,0962,196-100-5%$282.1K$304.5K+$22.4K2026-10-20
Reliant Investment Management, LLC
DECREASED2,0882,089-10%$268.4K$303.4K+$35.0K2026-10-14
Brighton Securities Corp.
DECREASED2,0852,102-17-1%$270.1K$303.0K+$32.9K2026-10-08
Gerber, LLC
UNCHANGED2,0822,08200%$267.5K$302.6K+$35.1K2026-10-21
Purus Wealth Management, LLC
INCREASED2,0812,070+11+1%$266.0K$302.4K+$36.4K2026-10-15
Delta Capital Management LLC
UNCHANGED2,0802,08000%$267$302+$352026-10-16
Petros Family Wealth, LLC
INCREASED2,0762,025+51+3%$260.2K$301.6K+$41.4K2026-10-28
Fagan Associates, Inc.
UNCHANGED2,0752,07500%$266.6K$301.5K+$34.9K2026-10-13
Investment Management Trust, LLC
INCREASED2,0712,058+13+1%$264.4K$300.9K+$36.5K2026-11-05
Eclectic Associates Inc
NEW2,068—+2,068——$300.6K—2026-10-09
Eagle Wealth Advisors LLC
INCREASED2,0651,957+108+6%$253.1K$301.8K+$48.7K2026-10-20
Elser Financial Planning, Inc
INCREASED2,0641,998+66+3%$256.8K$299.9K+$43.2K2026-10-16
Center For Asset Management LLC
NEW2,061—+2,061——$299.5K—2026-10-16
GSG Advisors LLC
INCREASED2,0611,904+157+8%$244.7K$299.5K+$54.8K2026-11-03
Capital Investment Counsel, LLC
INCREASED2,0572,041+16+1%$262.3K$298.9K+$36.6K2026-10-14
Miramontes Capital, LLC
UNCHANGED2,0512,05100%$263.6K$298.0K+$34.5K2026-10-19
Members Wealth LLC
INCREASED2,0501,978+72+4%$254.2K$292.7K+$38.5K2026-10-20
KFG Wealth Management, LLC
INCREASED2,0502,046+4+0%$263.0K$297.9K+$35.0K2026-10-16
Index Fund Advisors, Inc.
UNCHANGED2,0502,05000%$263.5K$297.9K+$34.5K2026-11-05
GGM Financial LLC
INCREASED2,0471,615+432+27%$207.5K$297.4K+$90.0K2026-11-05
Arta Finance Wealth Management LLC
INCREASED2,0441,989+55+3%$255.6K$297.0K+$41.4K2026-10-28
Alchemi Wealth, LLC
DECREASED2,0432,111-68-3%$271.4K$297.1K+$25.6K2026-11-04
Seed Wealth Management, Inc.
UNCHANGED2,0412,04100%$262.3K$296.6K+$34.3K2026-10-20
Optima Capital LLC
INCREASED2,0352,017+18+1%$259.9K$296.5K+$36.6K2026-10-29
Toth Financial Advisory Corp
INCREASED2,034539+1,495+277%$69.3K$295.6K+$226.3K2026-10-08
Creekside Partners
INCREASED2,0312,029+2+0%$260.7K$295.1K+$34.3K2026-11-04
AUA Capital Management, LLC
UNCHANGED2,0302,03000%$260.9K$295.0K+$34.1K2026-10-15
Pacific Center for Financial Services
UNCHANGED2,0262,02600%$260.3K$294.4K+$34.1K2026-10-15
Retirement Investment Advisors, Inc.
UNCHANGED2,0232,02300%$250.9K$294.0K+$43.0K2026-10-22
Phillips Financial Management, LLC
INCREASED2,0161,943+73+4%$249.7K$292.9K+$43.3K2026-10-19
Coquina Private Wealth LLC
DECREASED2,0102,375-365-15%$305.2K$292.1K-$13.0K2026-10-27
Selective Wealth Management, Inc.
INCREASED2,0091,779+230+13%$226.9K$291.7K+$64.8K2026-10-16
Guardian Capital, LLC
DECREASED2,0052,360-355-15%$303.2K$291.4K-$11.8K2026-11-06
Gordian Advisors LLC
UNCHANGED2,0052,00500%$257.7K$291.4K+$33.7K2026-10-30
United Bank
INCREASED2,0041,927+77+4%$247.6K$291.2K+$43.6K2026-11-06
Churchill Financial Advisors, LLC
NEW2,000—+2,000——$290.6K—2026-10-20
Prairiewood Capital, LLC
DECREASED2,0002,023-23-1%$260.0K$290.6K+$30.7K2026-10-16
Kaizen Financial Strategies
DECREASED2,0002,010-100%$251.9K$290.6K+$38.7K2026-10-09
Partnership Wealth Management, LLC
UNCHANGED2,0002,00000%$257.0K$290.6K+$33.6K2026-10-05
Veracity Capital LLC
NEW1,999—+1,999——$290.5K—2026-10-08
Compass Financial Group, Inc
UNCHANGED1,9941,99400%$256.3K$289.8K+$33.5K2026-10-13
Drum Hill Capital, LLC
NEW1,987—+1,987——$288.7K—2026-10-20
Capital Investment Counsel, Inc
INCREASED1,9761,816+160+9%$233.3K$287.2K+$53.9K2026-10-20
First Community Trust NA
INCREASED1,9751,575+400+25%$202.4K$287.0K+$84.6K2026-10-07
Yoder Wealth Management, Inc.
INCREASED1,9691,961+8+0%$252.0K$286.1K+$34.1K2026-10-13
Torrey Growth & Income Advisors
NEW1,968—+1,968——$290.2K—2026-11-04
Northbridge Financial Group, LLC
DECREASED1,9672,376-409-17%$305.3K$279.2K-$26.1K2026-11-05
Hoge Financial Services, LLC
INCREASED1,9631,865+98+5%$239.6K$285.3K+$45.7K2026-11-05
Coerente Capital Management
UNCHANGED1,9581,95800%$251.6K$284.5K+$32.9K2026-10-29
DSG Capital Advisors, LLC
UNCHANGED1,9581,95800%$236.5K$284.5K+$48.0K2026-11-05
Englebert Financial Advisers, LLC
DECREASED1,9572,373-416-18%$304.9K$284.4K-$20.5K2026-10-20
MPS Loria Financial Planners, LLC
INCREASED1,9561,947+9+0%$250.2K$284.3K+$34.0K2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED1,9471,94700%$250.2K$282.9K+$32.7K2026-10-27
C2c Wealth Management, LLC
DECREASED1,9461,981-35-2%$254.6K$282.8K+$28.2K2026-10-20
Pennsylvania Capital Management Inc
UNCHANGED1,9451,94500%$249.9K$282.6K+$32.7K2026-11-05
Emergent Wealth Advisors, LLC
INCREASED1,9441,506+438+29%$208.6K$282.5K+$73.9K2026-10-09
Acorn Creek Capital LLC
INCREASED1,9261,895+31+2%$243.6K$279.9K+$36.4K2026-11-05
JBR Co Financial Management Inc
UNCHANGED1,9251,92500%$247.4K$241.3K-$6.0K2026-10-13
GenTrust, LLC
INCREASED1,9231,555+368+24%$201.2K$281.1K+$79.9K2026-11-06
N10 Wealth, LLC
INCREASED1,9231,689+234+14%$217.0K$279.4K+$62.4K2026-10-14
Eurizon SLJ Capital Ltd
DECREASED1,9202,367-447-19%$304.2K$279.0K-$25.2K2026-11-06
Woodley Farra Manion Portfolio Management Inc
INCREASED1,9161,901+15+1%$245.5K$279.6K+$34.1K2026-11-05
Stevens Capital Partners
INCREASED1,9151,709+206+12%$219.7K$278.3K+$58.6K2026-10-29
Barings LLC
DECREASED1,9142,557-643-25%$328.6K$278.1K-$50.5K2026-10-22
Serenity Investment Advisors
INCREASED1,9111,881+30+2%$280.3K$277.7K-$2.6K2026-10-30
jvl associates llc
INCREASED1,9101,609+301+19%$206.8K$277.5K+$70.8K2026-10-09
WPG Advisers, LLC
INCREASED1,9071,782+125+7%$229.0K$277.1K+$48.1K2026-10-27
Wiser Wealth Management, Inc
NEW1,896—+1,896——$275.5K—2026-10-14
NovaPoint Capital, LLC
UNCHANGED1,8921,89200%$243.1K$275.0K+$31.8K2026-10-22
SFI Advisors, LLC
UNCHANGED1,8921,89200%$243.1K$274.9K+$31.8K2026-10-30
Summit Place Financial Advisors, LLC
DECREASED1,8911,991-100-5%$255.8K$274.7K+$18.9K2026-10-23
Ring Mountain Capital, LLC
NEW1,887—+1,887——$274.2K—2026-10-13
Heritage OAK Wealth Advisors LLC
DECREASED1,8862,138-252-12%$276.6K$275.7K-$8332026-10-14
DecisionMap Wealth Management, LLC
INCREASED1,8841,664+220+13%$213.8K$273.8K+$59.9K2026-10-29
Brown Wealth Management, LLC
INCREASED1,8801,833+47+3%$235.5K$273.2K+$37.6K2026-10-20
Todd Asset Management LLC
UNCHANGED1,8801,88000%$241.6K$273.2K+$31.6K2026-10-27
Marin Bay Wealth Advisors, LLC
DECREASED1,8741,886-12-1%$242.4K$272.4K+$30.0K2026-10-28
Tortuga Wealth Management, Inc
DECREASED1,8702,757-887-32%$354.2K$271.8K-$82.4K2026-10-27
Crane Advisory, LLC
UNCHANGED1,8681,86800%$238.4K$260.7K+$22.2K2026-10-13
McClarren Financial Advisors, Inc.
INCREASED1,8661,857+9+0%$238.6K$271.1K+$32.5K2026-10-15
Cogent Strategic Wealth LLC
UNCHANGED1,8661,86600%$239.8K$271.1K+$31.4K2026-10-22
Private Advisory Group LLC
INCREASED1,8651,656+209+13%$212.8K$271.0K+$58.2K2026-11-06
Arlington Trust Co LLC
INCREASED1,8631,750+113+6%$224.9K$270.7K+$45.8K2026-10-20
Trust Co of Oklahoma
DECREASED1,8622,198-336-15%$282.4K$270.6K-$11.9K2026-10-15
Iron Financial LLC
INCREASED1,8611,847+14+1%$237.4K$270.4K+$33.0K2026-10-23
Blume Capital Management, Inc.
INCREASED1,8541,400+454+32%$179.9K$269.4K+$89.5K2026-10-26
SL Advisors, LLC
DECREASED1,8531,992-139-7%$256.0K$269.3K+$13.3K2026-10-13
Deltec Asset Management LLC
UNCHANGED1,8511,85100%$237.9K$269.0K+$31.1K2026-10-26
Stonehearth Capital Management, LLC
DECREASED1,8501,896-46-2%$243.6K$268.8K+$25.1K2026-10-13
Maia Wealth LLC
INCREASED1,8501,808+42+2%$232.4K$268.8K+$36.4K2026-10-19
Carter Financial Group, Inc.
NEW1,847—+1,847——$269.9K—2026-10-21
Armstrong Henry H Associates Inc
UNCHANGED1,8431,84300%$236.8K$267.8K+$31.0K2026-10-07
McElhenny Sheffield Capital Management, LLC
INCREASED1,8401,813+27+1%$233.0K$267.4K+$34.4K2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED1,8331,83300%$235.5K$266.4K+$30.8K2026-10-09
RHS Financial, LLC
NEW1,832—+1,832——$266.2K—2026-10-13
Friday Financial
NEW1,831—+1,831——$263.3K—2026-10-09
Monetary Solutions, Ltd
DECREASED1,8272,049-222-11%$263.3K$265.5K+$2.2K2026-10-22
Fox Financial, Inc
NEW1,826—+1,826——$265.3K—2026-10-29
Corundum Trust Company, Inc
UNCHANGED1,8241,82400%$234.4K$265.0K+$30.7K2026-10-29
Nolet Wealth Management, LLC
UNCHANGED1,8221,82200%$234.2K$264.8K+$30.6K2026-10-15
PUREfi Wealth, LLC
NEW1,814—+1,814——$263.6K—2026-10-19
Pinnacle Financial Group, LLC / IL
NEW1,812—+1,812——$263.4K—2026-10-29
Tenet Wealth Partners, LLC
INCREASED1,8101,750+60+3%$228.8K$263.0K+$34.2K2026-10-19
Cabot Wealth Management Inc
DECREASED1,8082,250-442-20%$289.1K$262.7K-$26.4K2026-11-05
Total Investment Management Inc
DECREASED1,8071,855-48-3%$241.5K$262.6K+$21.1K2026-10-22
Lord & Richards Wealth Management, LLC
NEW1,804—+1,804——$262.1K—2026-10-14
Robinson Smith Wealth Advisors LLC
UNCHANGED1,8031,80300%$231.7K$262.0K+$30.3K2026-10-22
Dutch Asset Corp
NEW1,800—+1,800——$261.6K—2026-10-20
Gouws Capital LLC
UNCHANGED1,8001,80000%$231.3K$261.6K+$30.3K2026-10-09
Nottingham Advisors, Inc.
UNCHANGED1,8001,80000%$231.3K$257.0K+$25.7K2026-10-29
Pettinga Financial Advisors LLC
NEW1,788—+1,788——$259.8K—2026-10-13
Advisory Solutions Group, LLC
INCREASED1,7841,626+158+10%$209.0K$259.2K+$50.2K2026-10-14
Flywheel Private Wealth LLC
INCREASED1,7841,783+1+0%$229.2K$259.2K+$30.0K2026-11-02
Oliver Luxxe Assets LLC
INCREASED1,7821,681+101+6%$216.0K$259.0K+$43.0K2026-10-14
R. W. Roge & Company, Inc.
INCREASED1,7811,775+6+0%$228.0K$259-$227.7K2026-11-04
Wealth Management Nebraska
NEW1,773—+1,773——$257.7K—2026-10-26
Fiscal Wisdom Wealth Management, LLC
NEW1,759—+1,759——$255.6K—2026-10-16
AAF Wealth Management, LLC
NEW1,756—+1,756——$255.2K—2026-10-28
Clearwave Capital, LLC
INCREASED1,7551,713+42+2%$220.1K$255.0K+$34.9K2026-10-27
Berkshire Money Management, Inc.
NEW1,751—+1,751——$254.4K—2026-10-21
Hidden Cove Wealth Management, LLC
INCREASED1,7431,726+17+1%$221.8K$253.3K+$31.5K2026-10-19
BAM Wealth Management, LLC
DECREASED1,7412,194-453-21%$281.9K$253.0K-$28.9K2026-10-15
Capital Squared Financial LLC
NEW1,739—+1,739——$252.8K—2026-10-30
RBA Wealth Management, LLC
NEW1,735—+1,735——$252.1K—2026-10-28
Richard C. Young & Co., Ltd.
INCREASED1,7351,732+3+0%$222.5K$252.2K+$29.7K2026-11-04
Harrington Investments, Inc
UNCHANGED1,7231,72300%$221.4K$250.4K+$29.0K2026-10-14
RAM Investment Partners, LLC
INCREASED1,7201,640+80+5%$210.7K$249.9K+$39.2K2026-10-21
Wealth Management Partners, LLC
UNCHANGED1,7201,72000%$221.0K$249.9K+$28.9K2026-10-21
PMG Family Office LLC
INCREASED1,7121,677+35+2%$216.9K$250.2K+$33.3K2026-10-19
Stone House Investment Management, LLC
INCREASED1,7071,638+69+4%$210.5K$248.1K+$37.6K2026-10-23
Greenup Street Wealth Management LLC
DECREASED1,7062,768-1,062-38%$355.7K$247.9K-$107.8K2026-10-28
Warburton Capital Management, LLC
INCREASED1,7031,611+92+6%$207.0K$246.4K+$39.4K2026-11-06
Wedgewood Investors Inc
UNCHANGED1,7011,70100%$218.6K$247.2K+$28.6K2026-10-28
Penbrook Management LLC
UNCHANGED1,7001,70000%$218.5K$247.0K+$28.6K2026-10-16
Financial Futures Ltd Liability Co.
NEW1,699—+1,699——$246.9K—2026-10-13
Greenwood Gearhart LLC
DECREASED1,6981,909-211-11%$245.3K$246.8K+$1.4K2026-11-02
Elevated Capital Advisors, LLC
DECREASED1,6952,351-656-28%$302.1K$246.4K-$55.7K2026-11-04
tru Independence LLC
DECREASED1,6921,829-137-7%$235.0K$245.9K+$10.9K2026-10-20
CPA Asset Management Group, LLC
DECREASED1,6893,048-1,359-45%$391.7K$245.4K-$146.2K2026-10-26
ERn Financial, LLC
INCREASED1,6851,577+108+7%$202.6K$244.8K+$42.2K2026-10-28
Shelton Wealth Management, LLC
NEW1,679—+1,679——$244.0K—2026-10-16
Obsidian CIO, LLC
INCREASED1,6781,376+302+22%$176.8K$243.9K+$67.0K2026-11-05
Highland Financial Advisors, LLC
NEW1,676—+1,676——$243.6K—2026-10-19
Livelsberger Financial Advisory
NEW1,673—+1,673——$243.1K—2026-10-28
Global Assets Advisory, LLC
DECREASED1,6721,772-100-6%$223.3K$234.2K+$10.9K2026-10-28
NIA Impact Advisors, LLC
NEW1,669—+1,669——$242.6K—2026-11-04
Meritas Wealth Management, LLC
NEW1,666—+1,666——$242.1K—2026-10-14
Eagle Harbor Asset Management Inc
DECREASED1,6621,812-150-8%$232.8K$241.5K+$8.7K2026-10-21
Flagship Wealth Advisors, LLC
UNCHANGED1,6621,66200%$213.6K$241.5K+$27.9K2026-11-03
Sterling Investment Management, LLC
UNCHANGED1,6611,66100%$213.4K$241.4K+$27.9K2026-10-16
Silver Grove Financial Group, Inc.
INCREASED1,6551,425+230+16%$183.1K$240.4K+$57.3K2026-11-05
Inspirion Wealth Advisors, LLC
NEW1,653—+1,653——$240.2K—2026-10-09
Innova Wealth Partners
DECREASED1,6521,684-32-2%$216.4K$240.1K+$23.7K2026-10-21
LJI Wealth Management, LLC
DECREASED1,6512,149-498-23%$276.2K$239.9K-$36.3K2026-10-28
Asio Capital, LLC
NEW1,650—+1,650——$239.8K—2026-10-19
Tenon Financial LLC
INCREASED1,6501,598+52+3%$205.3K$239.8K+$34.4K2026-10-14
Andina Capital Management, LLC
NEW1,636—+1,636——$237.7K—2026-10-21
McCollum Christoferson Group LLC
UNCHANGED1,6351,63500%$210.1K$237.6K+$27.5K2026-10-13
Financial Insights, Inc.
DECREASED1,6281,764-136-8%$226.6K$236.5K+$9.9K2026-10-27
EPG Wealth Management LLC
INCREASED1,6281,624+4+0%$208.6K$236.6K+$27.9K2026-11-03
Encompass More Asset Management
DECREASED1,6261,710-84-5%$219.8K$236.2K+$16.5K2026-10-16
Legacy Financial Strategies, LLC
NEW1,621—+1,621——$235.6K—2026-10-15
Matrix Asset Advisors Inc
DECREASED1,6211,671-50-3%$214.7K$235.5K+$20.8K2026-10-13
Evolution Wealth Advisors, LLC
NEW1,619—+1,619——$235.3K—2026-11-03
Christian Investment Advisors, Inc.
INCREASED1,6181,608+10+1%$206.6K$235.2K+$28.6K2026-11-03
Investmark Advisory Group LLC
NEW1,616—+1,616——$235.1K—2026-10-27
Broadway Wealth Solutions, Inc.
DECREASED1,6101,706-96-6%$219.2K$233.9K+$14.7K2026-10-21
High Point Wealth Management, LLC
UNCHANGED1,6011,60100%$205.7K$232.6K+$26.9K2026-11-05
Garde Capital, Inc.
NEW1,595—+1,595——$231.8K—2026-10-29
Cardinal Strategic Wealth Guidance
INCREASED1,5891,573+16+1%$202.1K$230.9K+$28.8K2026-11-02
Whitcomb & Hess, Inc.
DECREASED1,5811,968-387-20%$252.9K$229.8K-$23.1K2026-10-07
Keystone Wealth Services, LLC
NEW1,580—+1,580——$235.8K—2026-11-03
Cordoba Advisory Partners LLC
DECREASED1,5801,673-93-6%$216.3K$232.5K+$16.2K2026-10-19
Heritage Wealth Management, Inc.
DECREASED1,5761,657-81-5%$212.9K$229.0K+$16.1K2026-10-27
Richardson Capital Management LLC
UNCHANGED1,5761,57600%$202.5K$229.0K+$26.5K2026-10-23
AWM Capital, LLC
NEW1,572—+1,572——$228.4K—2026-10-16
Viewpoint Capital Management LLC
INCREASED1,5681,532+36+2%$196.9K$227.9K+$30.9K2026-10-27
Zevenbergen Capital Investments LLC
UNCHANGED1,5651,56500%$201.1K$227.4K+$26.3K2026-10-08
Fingerlakes Wealth Management, Inc.
NEW1,562—+1,562——$227.0K—2026-11-04
Compass Wealth Management, LLC
DECREASED1,5601,933-373-19%$248.5K$226.8K-$21.7K2026-10-30
Ledgewood Wealth Advisors, LLC
UNCHANGED1,5601,56000%$200.5K$226.7K+$26.2K2026-10-09
Saxon Interests, Inc.
DECREASED1,5553,439-1,884-55%$441.9K$226.0K-$216.0K2026-10-26
Gradient Capital Advisors, LLC
NEW1,553—+1,553——$225.7K—2026-10-21
HRC Wealth Management, LLC
NEW1,551—+1,551——$225.4K—2026-10-16
Kenora Financial, LLC
DECREASED1,5511,603-52-3%$206.0K$225.4K+$19.4K2026-10-20
Guardian Asset Advisors, LLC
NEW1,548—+1,548——$225.0K—2026-10-16
Hibernia Wealth Partners, LLC
NEW1,546—+1,546——$224.6K—2026-10-29
GEM Asset Management, LLC
NEW1,543—+1,543——$224.2K—2026-10-13
Prosperity Financial Group, Inc.
NEW1,540—+1,540——$223.8K—2026-10-29
Hill Island Financial LLC
NEW1,540—+1,540——$223.8K—2026-10-20
Integras Partners LLC
NEW1,536—+1,536——$223.2K—2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,5303,656-2,126-58%$470.0K$222.3K-$247.7K2026-10-14
Signature Resources Capital Management, LLC
DECREASED1,5241,570-46-3%$201.7K$221.5K+$19.7K2026-10-16
LifeGoal Investments, LLC
NEW1,520—+1,520——$220.9K—2026-10-09
Saxony Capital Management, LLC
NEW1,512—+1,512——$219.8K—2026-10-15
West Bancorporation Inc
NEW1,511—+1,511——$219.6K—2026-10-29
Greenhouse Wealth Management, LLC
NEW1,509—+1,509——$219.3K—2026-10-20
Baring Financial LLC
NEW1,507—+1,507——$219.0K—2026-10-07
KG Capital Management
NEW1,504—+1,504——$218.6K—2026-10-15
Narus Financial Partners, LLC
NEW1,503—+1,503——$218.4K—2026-10-19
Evergreen Private Wealth LLC
UNCHANGED1,5031,50300%$193.2K$218.5K+$25.3K2026-10-30
Mirabaud & Cie SA
NEW1,500—+1,500——$218.0K—2026-10-27
Long Road Investment Counsel, LLC
NEW1,500—+1,500——$218.0K—2026-11-04
L.K. Benson & Company, P.C.
NEW1,500—+1,500——$218.0K—2026-10-23
New England Professional Planning Group Inc.
NEW1,500—+1,500——$218.0K—2026-10-29
BostonPremier Wealth LLC
NEW1,499—+1,499——$217.8K—2026-10-16
Pinnacle Wealth Management Group, Inc.
NEW1,499—+1,499——$217.8K—2026-10-15
Legacy Wealth Partners, LLC
NEW1,498—+1,498——$217.7K—2026-10-15
Lodestar Private Asset Management LLC
NEW1,497—+1,497——$217.5K—2026-10-26
Fusion Capital, LLC
DECREASED1,4971,794-297-17%$230.6K$217.6K-$13.0K2026-10-28
Fidato Wealth LLC
NEW1,495—+1,495——$217.2K—2026-10-13
Lakeside Advisors, Inc.
NEW1,492—+1,492——$216.8K—2026-10-20
Rise Advisors, LLC
DECREASED1,4922,794-1,302-47%$359.1K$216.8K-$142.2K2026-10-16
Sage Financial Management Group, Inc.
NEW1,490—+1,490——$216.5K—2026-11-06
N10 Assets, LLC
UNCHANGED1,4881,48800%$191.2K$216.2K+$25.0K2026-10-14
Transcendent Capital Group LLC
NEW1,486—+1,486——$215.9K—2026-10-28
Lakeshore Financial Planning, Inc.
NEW1,485—+1,485——$215.8K—2026-10-13
Pacifica Partners Inc.
UNCHANGED1,4821,48200%$192.0K$213.1K+$21.1K2026-10-09
Brickley Wealth Management
NEW1,480—+1,480——$215.1K—2026-11-04
Nova R Wealth, Inc.
NEW1,475—+1,475——$214.4K—2026-10-26
Defined Wealth Management, LLC
NEW1,473—+1,473——$214.0K—2026-10-19
Northland Securities, Inc.
NEW1,470—+1,470——$213.6K—2026-11-02
Kondo Wealth Advisors, Inc.
NEW1,469—+1,469——$213.5K—2026-10-19
First Hawaiian Bank
DECREASED1,4691,561-92-6%$200.6K$213.5K+$12.9K2026-10-14
Financial Perspectives, Inc
UNCHANGED1,4681,46800%$188.6K$213.3K+$24.7K2026-11-03
Private Wealth Group, LLC
NEW1,467—+1,467——$213.2K—2026-10-19
RM Financial Services, LLC
NEW1,466—+1,466——$213.0K—2026-11-03
Plante Moran Financial Advisors, LLC
INCREASED1,4661,290+176+14%$165.8K$213.0K+$47.3K2026-11-04
AtlasMark Financial, Inc
NEW1,461—+1,461——$212.3K—2026-10-13
Oasis Advisors, LLC
NEW1,456—+1,456——$211.6K—2026-10-16
ADE, LLC
NEW1,456—+1,456——$211.6K—2026-10-29
Griffith & Werner, Inc.
NEW1,455—+1,455——$211.4K—2026-11-04
Asset Allocation & Management Company, LLC
NEW1,453—+1,453——$211—2026-10-13
Endowment Wealth Management, Inc.
DECREASED1,4491,776-327-18%$228.2K$210.5K-$17.7K2026-11-03
BNB Wealth Management, LLC
NEW1,447—+1,447——$210.3K—2026-10-28
JDH Wealth Management, LLC
NEW1,447—+1,447——$210.2K—2026-10-20
Arch Global Advisors, LLC
NEW1,443—+1,443——$210.9K—2026-10-23
WestHill Financial Advisors, Inc.
NEW1,443—+1,443——$209.7K—2026-10-14
WealthCare Investment Partners, LLC
NEW1,438—+1,438——$209.0K—2026-11-05
KTF Investments, LLC
NEW1,435—+1,435——$208.5K—2026-10-23
Pacific Sage Partners, LLC
NEW1,434—+1,434——$208.4K—2026-10-21
Fermata Advisors, LLC
NEW1,433—+1,433——$208.3K—2026-10-13
Nova Financial LLC
NEW1,428—+1,428——$207.5K—2026-11-04
Cornerstone Advisors Asset Management, LLC
NEW1,427—+1,427——$207.4K—2026-11-06
Well Done, LLC
NEW1,426—+1,426——$207.2K—2026-10-20
Fortem Financial Group, LLC
NEW1,420—+1,420——$206.3K—2026-10-20
Centerline Wealth Advisors, LLC
NEW1,419—+1,419——$206.2K—2026-10-15
Austin Wealth Management, LLC
NEW1,418—+1,418——$201.9K—2026-11-06
Councilmark Asset Management, LLC
NEW1,414—+1,414——$205.5K—2026-10-20
ROI Financial Advisors, LLC
NEW1,405—+1,405——$204.2K—2026-10-19
Carlson Financial, Inc.
NEW1,405—+1,405——$204.1K—2026-11-05
Proathlete Wealth Management LLC
INCREASED1,404956+448+47%$122.9K$204.1K+$81.2K2026-10-15
Rede Wealth, LLC
NEW1,403—+1,403——$203.9K—2026-10-22
Cushing Capital Partners, LLC
NEW1,403—+1,403——$203.9K—2026-10-20
Tower View Wealth Management LLC
INCREASED1,4011,391+10+1%$178.8K$203.5K+$24.7K2026-10-23
Bensler, LLC
NEW1,400—+1,400——$203.5K—2026-11-05
ForthRight Wealth Management, LLC
NEW1,399—+1,399——$203.3K—2026-11-06
Villere ST Denis J & Co LLC
DECREASED1,3921,792-400-22%$230.3K$202.3K-$28.0K2026-11-04
O'Keefe Stevens Advisory, Inc.
DECREASED1,3912,544-1,153-45%$326.8K$202.1K-$124.8K2026-10-09
Pathway Financial Advisors LLC
NEW1,388—+1,388——$201.7K—2026-10-07
Firethorn Wealth Partners, LLC
NEW1,387—+1,387——$201.6K—2026-10-14
Marion Wealth Management
NEW1,382—+1,382——$200.8K—2026-10-22
Syntax Research, Inc.
UNCHANGED1,3811,38100%$177.5K$200.7K+$23.2K2026-11-04
Market Street Wealth Management Advisors LLC
NEW1,379—+1,379——$200.4K—2026-10-09
Creative Capital Management Investments LLC
INCREASED1,3791,287+92+7%$165.4K$200.4K+$35.0K2026-10-28
Smith & Howard Wealth Management, LLC
NEW1,377—+1,377——$200.0K—2026-10-27
Concord Wealth Partners
DECREASED1,3741,770-396-22%$227.4K$199.7K-$27.7K2026-11-02
Holos Integrated Wealth LLC
INCREASED1,354951+403+42%$122.5K$194.5K+$71.9K2026-10-23
Hughes Financial Services, LLC
INCREASED1,2861,162+124+11%$149.3K$188.2K+$38.9K2026-10-30
GK Wealth Management LLC
DECREASED1,2412,266-1,025-45%$291.2K$180.3K-$110.9K2026-10-09
University of Texas S AM Investment Management Co
DECREASED1,2201,783-563-32%$229.3K$177.5K-$51.8K2026-11-03
Cedar Mountain Advisors, LLC
INCREASED1,2161,215+1+0%$156.2K$176.6K+$20.5K2026-10-15
Dynamic Wealth Strategies, LLC
INCREASED1,2011,198+3+0%$153.9K$174.5K+$20.6K2026-10-16
LFA - Lugano Financial Advisors SA
INCREASED1,198788+410+52%$101.3K$174.1K+$72.8K2026-11-03
Vision Financial Markets LLC
UNCHANGED1,1861,18600%$149.3K$170.9K+$21.6K2026-10-22
IFS Advisors, LLC
INCREASED1,159597+562+94%$76.7K$168.4K+$91.7K2026-10-14
Highline Wealth Partners LLC
INCREASED1,139932+207+22%$119.8K$165.5K+$45.7K2026-10-19
Essex Investment Management Co LLC
UNCHANGED1,1321,13200%$145.5K$164.5K+$19.0K2026-10-19
DiNuzzo Private Wealth, Inc.
INCREASED1,130930+200+22%$119.5K$164.2K+$44.7K2026-10-16
West Financial Advisors, LLC
INCREASED1,1201,114+6+1%$143.1K$162.7K+$19.6K2026-10-22
Covestor Ltd
DECREASED1,1001,294-194-15%$166.0K$160-$165.8K2026-10-30
William Mack & Associates, Inc.
NEW1,091—+1,091——$158.6K—2026-10-27
Ares Financial Consulting, LLC
INCREASED1,0631,030+33+3%$132.4K$154.5K+$22.1K2026-10-19
Bare Financial Services, Inc
INCREASED1,0461,030+16+2%$132.4K$152.0K+$19.6K2026-11-04
CGC Financial Services, LLC
UNCHANGED1,0451,04500%$134.3K$151.8K+$17.6K2026-10-13
Comprehensive Financial Planning, Inc.
UNCHANGED1,0451,04500%$134.2K$151.9K+$17.6K2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED1,0361,051-15-1%$135.1K$150.5K+$15.5K2026-10-26
Centerpoint Advisors, LLC
INCREASED1,0361,035+1+0%$133.0K$151-$132.8K2026-11-05
Cornerstone National Bank & Trust Co
UNCHANGED1,0001,00000%$125.4K$143.8K+$18.4K2026-10-20
Rydar Equities, Inc.
NEW994—+994——$142.0K—2026-10-13
IAG Wealth Partners, LLC
INCREASED983981+2+0%$126.1K$142.8K+$16.7K2026-11-06
Kozak & Associates, Inc.
INCREASED963951+12+1%$119.3K$135.7K+$16.4K2026-10-29
Ulland Investment Advisors, LLC
UNCHANGED95795700%$123$139+$162026-10-13
Prudent Man Investment Management, Inc.
INCREASED950100+850+850%$10.5K$138.0K+$127.5K2026-11-03
Kroeger Financial Partners
UNCHANGED95095000%$122.1K$138.0K+$16.0K2026-10-19
Gleason Group, Inc.
INCREASED903899+4+0%$115.5K$131.3K+$15.8K2026-10-15
Evolution Wealth Management Inc.
DECREASED851876-25-3%$112.6K$123.7K+$11.1K2026-10-28
Atwood & Palmer Inc
UNCHANGED84984900%$109.1K$123.4K+$14.3K2026-10-08
1620 Investment Advisors, Inc.
UNCHANGED84284200%$108.2K$122.4K+$14.2K2026-11-04
Activest Wealth Management
INCREASED805793+12+2%$101.9K$117.0K+$15.1K2026-10-15
Valued Wealth Advisors LLC
INCREASED795737+58+8%$95.3K$116.1K+$20.8K2026-11-05
Phillip James Consulting Co.
UNCHANGED79279200%$101.8K$115.1K+$13.3K2026-11-03
Joseph Group Capital Management
INCREASED780604+176+29%$77.6K$113.3K+$35.7K2026-11-04
Country Trust Bank
INCREASED747733+14+2%$94.2K$108.5K+$14.4K2026-10-30
Next Level Wealth Planning, LLC
NEW745—+745——$108.3K—2026-10-29
Addison Advisors LLC
INCREASED744699+45+6%$89.8K$108.1K+$18.2K2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED72472400%$93.0K$105.2K+$12.2K2026-10-28
James T. Borello RIA
INCREASED722685+37+5%$88.0K$104.9K+$16.9K2026-10-16
Sarver Vrooman Wealth Advisors
UNCHANGED71971900%$91.7K$104.5K+$12.8K2026-10-01
Prism Planning Partners LLC
NEW716—+716——$104.0K—2026-10-27
Hara Capital LLC
DECREASED715852-137-16%$110.2K$104.5K-$5.7K2026-10-30
Lynch Investment Planning, LLC
NEW711—+711——$103.9K—2026-10-27
Advantage Trust Co
UNCHANGED70970900%$91.1K$103.0K+$11.9K2026-10-19
Retirement Wealth Solutions LLC
INCREASED703576+127+22%$74.0K$102.1K+$28.1K2026-10-07
Quest 10 Wealth Builders, Inc.
INCREASED699623+76+12%$80.0K$101.6K+$21.6K2026-11-02
Aspect Partners, LLC
DECREASED699703-4-1%$90.3K$101.6K+$11.2K2026-10-20
Carolina Wealth Advisors, LLC
DECREASED69432,171-31,477-98%$4.1M$100.8K-$4.0M2026-10-23
Tsfg, LLC
DECREASED6551,866-1,211-65%$240.0K$95-$239.9K2026-10-23
Trellis Wealth Advisors LLC
NEW650—+650——$94.5K—2026-10-19
Chung Wu Investment Group, LLC
UNCHANGED65065000%$83.5K$94.5K+$10.9K2026-11-03
Tradewinds Capital Management, LLC
INCREASED649224+425+190%$28.8K$94.3K+$65.5K2026-10-23
Sfam, LLC
UNCHANGED64964900%$83.4K$94.3K+$10.9K2026-11-03
Tower Trust & Investment Co
INCREASED640468+172+37%$60.1K$93.0K+$32.9K2026-10-28
Gilpin Wealth Management, LLC
INCREASED638276+362+131%$35.5K$92.7K+$57.2K2026-10-09
Vaquero Private Wealth, LTD
NEW637—+637——$92.6K—2026-10-27
Friedenthal Financial
INCREASED624223+401+180%$28.7K$90.7K+$62.1K2026-10-27
Fairman Group, LLC
DECREASED601669-68-10%$86.6K$87.8K+$1.3K2026-10-26
Horizon Financial Services, LLC
DECREASED597685-88-13%$88.0K$86.8K-$1.3K2026-11-04
Team Financial Group, LLC
NEW577—+577——$83.8K—2026-10-30
Accordant Advisory Group Inc
UNCHANGED56356300%$72.3K$81.8K+$9.5K2026-10-29
POM Investment Strategies, LLC
UNCHANGED54154100%$69.5K$78.6K+$9.1K2026-10-20
Blueline Advisors LLC
UNCHANGED52152100%$66.9K$75.6K+$8.8K2026-10-15
High Note Wealth, LLC
INCREASED518350+168+48%$45.0K$75.3K+$30.3K2026-10-27
Bayforest Capital Ltd
DECREASED5151,319-804-61%$169.5K$74.8K-$94.7K2026-11-03
RHL Group, LLC
INCREASED513500+13+3%$64.5K$74.5K+$10.0K2026-11-04
Hyposwiss Advisors SA
UNCHANGED50550500%$64.9K$73.4K+$8.5K2026-10-26
Main Street Group, LTD
UNCHANGED50550500%$64.9K$73.4K+$8.5K2026-10-28
Fiduciary Advisors, Inc.
INCREASED493483+10+2%$62.1K$71.6K+$9.6K2026-10-16
Financial Network Wealth Advisors LLC
DECREASED485487-20%$62.5K$70.4K+$7.9K2026-10-28
Meriwether Wealth & Planning, LLC
NEW479—+479——$69.6K—2026-10-13
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED479565-86-15%$72.6K$69.6K-$3.0K2026-11-06
Marshall & Sterling Wealth Advisors Inc.
INCREASED472463+9+2%$59.5K$68.6K+$9.1K2026-10-28
United Financial Planning Group LLC
UNCHANGED46946900%$60.3K$68.2K+$7.9K2026-11-04
Sunrise Financial Services, LLC
UNCHANGED46146100%$59.2K$67.0K+$7.7K2026-10-21
Vermillion Wealth Management, Inc.
DECREASED4561,359-903-66%$174.7K$66.3K-$108.4K2026-10-26
Winch Advisory Services, LLC
INCREASED455453+2+0%$58.3K$66.1K+$7.8K2026-11-06
IMG Wealth Management, Inc.
INCREASED452418+34+8%$53.7K$65.7K+$12.0K2026-10-27
Polaris Financial Partners
NEW451—+451——$66—2026-10-02
MJT & Associates Financial Advisory Group, Inc.
DECREASED437596-159-27%$76.6K$63.5K-$13.1K2026-10-07
Planning Strategies Inc.
INCREASED425411+14+3%$52.8K$61.8K+$8.9K2026-10-02
Mascoma Wealth Management LLC
DECREASED418425-7-2%$54.6K$60.7K+$6.1K2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED416327+89+27%$42.0K$60.4K+$18.4K2026-10-15
Granite FO LLC
INCREASED408347+61+18%$44.6K$59.3K+$14.7K2026-10-14
Tounjian Advisory Partners, LLC
INCREASED395305+90+30%$39.2K$57.3K+$18.1K2026-11-04
Marquette Asset Management, LLC
UNCHANGED37937900%$48.7K$55.1K+$6.4K2026-10-09
Spurstone Advisory Services, LLC
UNCHANGED37437400%$46.9K$53.8K+$6.9K2026-11-02
Midwest Capital Advisors, LLC
UNCHANGED37337300%$47.9K$54.2K+$6.3K2026-11-04
Sawyer & Company, Inc
DECREASED37014,322-13,952-97%$1.8M$53.8K-$1.8M2026-10-21
Bay Harbor Wealth Management, LLC
INCREASED364319+45+14%$41.0K$53.2K+$12.2K2026-11-03
Downshift Financial, LLC
DECREASED362379-17-4%$48.7K$52.6K+$3.9K2026-10-13
Align Financial, LLC
DECREASED336607-271-45%$78.0K$48.8K-$29.2K2026-10-16
Barnes Dennig Private Wealth Management LLC
UNCHANGED33533500%$43.0K$48.7K+$5.6K2026-10-30
AXS Investments LLC
DECREASED324377-53-14%$48.4K$47.1K-$1.4K2026-11-04
Entrust Financial LLC
UNCHANGED32032000%$41.1K$46.5K+$5.4K2026-11-04
Montgomery Financial Services LLC
UNCHANGED31831800%$40.9K$46.2K+$5.3K2026-11-03
3 Factor Indexing, LLC
UNCHANGED31231200%$40.1K$45.3K+$5.2K2026-10-15
Foresight Capital Management Advisors, Inc.
NEW296—+296——$43.0K—2026-10-27
Burk Holdings LLC
DECREASED296304-8-3%$39.1K$43.0K+$3.9K2026-11-05
UMB Private Wealth Management, LLC
NEW294—+294——$42.7K—2026-10-19
Security National Bank
INCREASED293267+26+10%$34.3K$42.6K+$8.3K2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED28528500%$36.6K$41.4K+$4.8K2026-10-23
Noble Wealth Management PBC
UNCHANGED27427400%$35.2K$39.8K+$4.6K2026-10-01
Western Pacific Wealth Management, LP
UNCHANGED26326300%$33.9K$38.3K+$4.4K2026-10-16
Rakuten Securities, Inc.
INCREASED245214+31+14%$27.5K$35.6K+$8.1K2026-11-02
Kingdom Financial Group Llc.
INCREASED226211+15+7%$27.2K$32.8K+$5.6K2026-11-04
SRH Advisors, LLC
UNCHANGED22222200%$28.5K$32.3K+$3.7K2026-10-22
McCarley & Cook Financial Planners
UNCHANGED22122100%$28.4K$32.1K+$3.7K2026-10-21
Horizons Wealth Management
NEW206—+206——$29.9K—2026-10-05
Mosley Wealth Management
INCREASED206204+2+1%$26.3K$29.9K+$3.6K2026-10-16
Sellwood Investment Partners LLC
UNCHANGED20020000%$25.7K$29.1K+$3.4K2026-11-03
Advocate Investing Services LLC
UNCHANGED19919900%$25.6K$28.9K+$3.3K2026-10-26
Y.D. More Investments Ltd
DECREASED191245-54-22%$15.5K$27.6K+$12.2K2026-11-02
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
INCREASED17696+80+83%$12.3K$25.6K+$13.2K2026-10-21
Financially Speaking Inc
UNCHANGED17617600%$21.2K$25.6K+$4.4K2026-11-05
Robinson Value Management, Ltd.
UNCHANGED16616600%$21.3K$24.1K+$2.8K2026-10-20
KFG LLC
NEW163—+163——$23.7K—2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED16016000%$20.6K$23.3K+$2.7K2026-10-15
DecisionPoint Financial, LLC
INCREASED159143+16+11%$17.9K$22.9K+$4.9K2026-10-27
Three Bridge Wealth Advisors, LLC
NEW154—+154——$22.5K—2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW148—+148——$21.6K—2026-10-20
Morton Brown Family Wealth, LLC
DECREASED146148-2-1%$19.0K$21.2K+$2.2K2026-10-23
Fairway Wealth LLC
NEW141—+141——$20.5K—2026-10-30
Decker Retirement Planning Inc.
INCREASED13955+84+153%$7.1K$20.2K+$13.1K2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED13513500%$17.3K$19.6K+$2.3K2026-10-14
Luken Investment Analytics, LLC
UNCHANGED13413400%$17.2K$19.5K+$2.3K2026-11-06
Keystone Financial Group, Inc.
UNCHANGED13313300%$17.1K$19.5K+$2.4K2026-10-13
Davis Capital Management
INCREASED12858+70+121%$7.5K$18.6K+$11.1K2026-10-08
Torren Management, LLC
UNCHANGED12012000%$15.4K$17.5K+$2.1K2026-10-29
Navigoe, LLC
UNCHANGED11411400%$14$16+$22026-11-04
Lloyd Advisory Services, Llc.
DECREASED106901-795-88%$115.8K$15.4K-$100.3K2026-11-02
10Elms LLP
NEW102—+102——$14.8K—2026-11-06
NorthAvenue LLC
DECREASED100562-462-82%$72.2K$14.5K-$57.7K2026-10-29
Miller Wealth Advisors, LLC
UNCHANGED10010000%$12.9K$14.5K+$1.7K2026-11-02
CKW Financial Group
INCREASED8110+71+710%$1$12+$112026-10-29
Burkett Financial Services, LLC
INCREASED7372+1+1%$9.3K$10.6K+$1.3K2026-10-01
WestEnd Advisors, LLC
UNCHANGED737300%$9.4K$10.6K+$1.2K2026-10-27
Key Capital Management, Inc
INCREASED7165+6+9%$8.4K$10.3K+$2.0K2026-11-03
Transce3nd, LLC
NEW52—+52——$7.8K—2026-10-26
Bradley & Co. Private Wealth Management, LLC
UNCHANGED515100%$6.6K$7.5K+$8582026-10-23
PayPay Securities Corp
UNCHANGED464600%$5.9K$6.7K+$7732026-10-27
Eukles Asset Management
UNCHANGED454500%$5.8K$6.5K+$7562026-11-04
RMG Wealth Management LLC
UNCHANGED424200%$5.5K$6.1K+$6062026-10-26
Breakwater Investment Management
INCREASED4016+24+150%$2.1K$5.8K+$3.8K2026-10-20
Birchwood Financial Partners, Inc.
NEW35—+35——$5.1K—2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED3551-16-31%$6.5K$5.1K-$1.4K2026-10-16
Nvest Wealth Strategies, Inc.
INCREASED189+9+100%$1.2K$2.6K+$1.5K2026-10-14
Inspire Investing, LLC
UNCHANGED181800%$2.3K$2.6K+$3032026-10-22
Networth Advisors, LLC
UNCHANGED161600%$2.1K$2.3K+$2842026-11-03
StrongBox Wealth, LLC
NEW6—+6——$872—2026-11-02
Putney Financial Group LLC
NEW5—+5——$727—2026-10-30
Hoey Investments, Inc
UNCHANGED5500%$643$727+$842026-10-29
Bear Mountain Capital, Inc.
UNCHANGED5500%$604$730+$1262026-11-04
Hurley Capital, LLC
UNCHANGED4400%$516$587+$712026-11-05
Arga Investment Management, LP
CLOSED0199,748-199,748-100%$25.7M$0-$25.7M2026-10-30
Lockheed Martin Investment Management Co
CLOSED032,500-32,500-100%$4.2M$0-$4.2M2026-11-04
Optimist Retirement Group LLC
CLOSED022,801-22,801-100%$2.9M$0-$2.9M2026-10-30
Wellington Shields & Co., LLC
CLOSED022,666-22,666-100%$2.9M$0-$2.9M2026-11-03
Center for Wealth Management Advisory
CLOSED017,696-17,696-100%$2.3M$0-$2.3M2026-10-23
Wellington Shields Capital Management, LLC
CLOSED010,175-10,175-100%$1.3M$0-$1.3M2026-11-03
Brindle & Bay Financial Advisors, LLC
CLOSED08,294-8,294-100%$1.1M$0-$1.1M2026-10-15
Simplify Asset Management Inc.
CLOSED07,167-7,167-100%$921.0K$0-$921.0K2026-10-27
PCG Asset Management, LLC
CLOSED05,507-5,507-100%$712.3K$0-$712.3K2026-11-05
Wedge Capital Management L L P
CLOSED04,873-4,873-100%$626.2K$0-$626.2K2026-10-13
Range Financial Group LLC
CLOSED04,073-4,073-100%$523.4K$0-$523.4K2026-10-21
Capricorn Fund Managers Ltd
CLOSED04,000-4,000-100%$514.0K$0-$514.0K2026-11-03
Sepio Capital, LP
CLOSED03,766-3,766-100%$483.9K$0-$483.9K2026-10-22
Paragon Private Wealth Management, LLC
CLOSED03,545-3,545-100%$455.5K$0-$455.5K2026-10-20
Moller Wealth Partners
CLOSED03,316-3,316-100%$426.1K$0-$426.1K2026-10-15
Leonteq Securities AG
CLOSED03,246-3,246-100%$417.1K$0-$417.1K2026-10-29
Grandview Asset Management LLC
CLOSED02,892-2,892-100%$371.6K$0-$371.6K2026-10-19
Wealth Quarterback LLC
CLOSED02,856-2,856-100%$367.0K$0-$367.0K2026-10-20
Capstone Wealth Management Group, LLC
CLOSED02,800-2,800-100%$359.8K$0-$359.8K2026-11-05
Pzena Investment Management LLC
CLOSED02,511-2,511-100%$322.7K$0-$322.7K2026-10-30
Waycross Partners, LLC
CLOSED02,500-2,500-100%$321.3K$0-$321.3K2026-11-03
Pavion Blue Capital, LLC
CLOSED02,179-2,179-100%$280.0K$0-$280.0K2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED02,167-2,167-100%$278.5K$0-$278.5K2026-10-27
Balentine LLC
CLOSED02,163-2,163-100%$277.9K$0-$277.9K2026-11-03
J.M. Arbour, LLC
CLOSED02,154-2,154-100%$276.8K$0-$276.8K2026-11-05
City Center Advisors, LLC
CLOSED02,124-2,124-100%$272.9K$0-$272.9K2026-10-08
Zinnia Wealth Advisory, LLC
CLOSED02,033-2,033-100%$261.2K$0-$261.2K2026-11-06
Apeiron RIA LLC
CLOSED02,005-2,005-100%$257.7K$0-$257.7K2026-10-08
Factor Wealth Management LTD
CLOSED02,001-2,001-100%$257.1K$0-$257.1K2026-10-08
Westhampton Capital, LLC
CLOSED01,975-1,975-100%$253.8K$0-$253.8K2026-10-30
Genesis Private Wealth, LLC
CLOSED01,932-1,932-100%$248.3K$0-$248.3K2026-11-02
Chiron Capital Management, LLC
CLOSED01,827-1,827-100%$234.8K$0-$234.8K2026-10-15
Stillwater Wealth Management Group
CLOSED01,726-1,726-100%$221.8K$0-$221.8K2026-10-21
Tannin Capital LLC
CLOSED01,625-1,625-100%$208.8K$0-$208.8K2026-11-05
Arbor Investment Advisors, LLC
CLOSED01,605-1,605-100%$206.2K$0-$206.2K2026-10-26
Cascade Investment Group, Inc.
CLOSED01,587-1,587-100%$203.9K$0-$203.9K2026-10-13
MFA Wealth Advisors, LLC
CLOSED01,564-1,564-100%$201.0K$0-$201.0K2026-10-07
Sherman Asset Management, Inc.
CLOSED01,116-1,116-100%$143.4K$0-$143.4K2026-11-05
Robinswood Financial LLC
CLOSED01,059-1,059-100%$136.1K$0-$136.1K2026-10-20
Midway Capital Research & Management
CLOSED01,009-1,009-100%$129.7K$0-$129.7K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0952-952-100%$122.3K$0-$122.3K2026-10-29
LifeSteps Financial, Inc.
CLOSED0805-805-100%$103.4K$0-$103.4K2026-10-15
Gill Capital Partners, LLC
CLOSED0766-766-100%$98.4K$0-$98.4K2026-10-13
Atlatl Advisers LLC
CLOSED0399-399-100%$51.3K$0-$51.3K2026-10-22
Solstein Capital, LLC
CLOSED0255-255-100%$32.8K$0-$32.8K2026-11-02
Bullseye Investment Management, LLC
CLOSED0209-209-100%$26.9K$0-$26.9K2026-10-29
Knights of Columbus Asset Advisors LLC
CLOSED0200-200-100%$25.7K$0-$25.7K2026-11-05
Whipplewood Advisors, LLC
CLOSED0169-169-100%$21.7K$0-$21.7K2026-10-20
Newton One Investments LLC
CLOSED0125-125-100%$16.1K$0-$16.1K2026-10-14
Sims Investment Management, LLC
CLOSED045-45-100%$5.8K$0-$5.8K2026-10-13
Ball & Co Wealth Management Inc.
CLOSED031-31-100%$4.0K$0-$4.0K2026-11-05
Strategic Advocates LLC
CLOSED016-16-100%$2.1K$0-$2.1K2026-11-03
Mountain Hill Investment Partners Corp.
CLOSED010-10-100%$1.3K$0-$1.3K2026-10-23
Evolution Advisers, Inc.
CLOSED05-5-100%$0$0$02026-11-06
Islay Capital Management, LLC
CLOSED01-1-100%$129$0-$1292026-10-20
Illumine Investment Management, LLC
UNCHANGED000—$432.7K$489.3K+$56.6K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$270.0K$352.8K+$82.8K2026-10-29
BlackRock, Inc.
N/A—226,999,837-226,999,837-100%$29.2B———
Vanguard Capital Management LLC
N/A—161,323,174-161,323,174-100%$20.7B———
State Street Corp
N/A—120,413,256-120,413,256-100%$15.6B———
Wellington Management Group LLP
N/A—86,249,283-86,249,283-100%$11.1B———
Vanguard Portfolio Management LLC
N/A—67,738,969-67,738,969-100%$8.7B———
Charles Schwab Investment Management Inc
N/A—54,365,289-54,365,289-100%$7.0B———
Morgan Stanley
N/A—48,641,158-48,641,158-100%$6.3B———
FMR LLC
N/A—45,440,355-45,440,355-100%$5.8B———
JPMorgan Chase & Co
N/A—43,886,420-43,886,420-100%$5.7B———
Norges Bank
N/A—36,983,784-36,983,784-100%$4.8B———
Bank of America Corp
N/A—30,535,208-30,535,208-100%$3.9B———
Northern Trust Corp
N/A—26,275,718-26,275,718-100%$3.4B———
Goldman Sachs Group Inc
N/A—22,075,139-22,075,139-100%$2.8B———
Franklin Resources Inc
N/A—19,548,585-19,548,585-100%$2.5B———
UBS Asset Management Americas LLC
N/A—19,547,171-19,547,171-100%$2.5B———
Legal & General Group Plc
N/A—18,873,343-18,873,343-100%$2.4B———
Invesco Ltd.
N/A—18,611,171-18,611,171-100%$2.4B———
Price T Rowe Associates Inc
N/A—18,518,796-18,518,796-100%$2.4B———
Ameriprise Financial Inc
N/A—17,387,435-17,387,435-100%$2.2B———
Capital International Investors
N/A—15,386,689-15,386,689-100%$2.0B———
Royal Bank of Canada
N/A—14,293,086-14,293,086-100%$1.8B———
Vanguard Fiduciary Trust Co
N/A—13,869,309-13,869,309-100%$1.8B———
State Farm Mutual Automobile Insurance Co
N/A—13,794,969-13,794,969-100%$1.8B———
UBS Group AG
N/A—13,744,783-13,744,783-100%$1.8B———
Alliancebernstein L.P.
N/A—13,131,942-13,131,942-100%$1.6B———
Harris Associates L P
N/A—12,073,109-12,073,109-100%$1.6B———
Wells Fargo & Company
N/A—11,658,434-11,658,434-100%$1.5B———
Nuveen, LLC
N/A—9,662,399-9,662,399-100%$1.2B———
Stifel Financial Corp
N/A—8,169,394-8,169,394-100%$1.0B———
AQR Capital Management LLC
N/A—8,134,262-8,134,262-100%$1.0B———
HSBC Holdings PLC
N/A—7,734,965-7,734,965-100%$994.1M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—7,331,418-7,331,418-100%$942.1M———
Swiss National Bank
N/A—6,973,251-6,973,251-100%$896.1M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—6,785,008-6,785,008-100%$871.9M———
Aristotle Capital Management, LLC
N/A—6,578,570-6,578,570-100%$845.4M———
Voya Investment Management LLC
N/A—6,484,756-6,484,756-100%$833.3M———
Raymond James Financial Inc
N/A—6,236,773-6,236,773-100%$801.4M———
National Pension Service
N/A—5,791,782-5,791,782-100%$744.2M———
Vanguard Asset Management, Ltd
N/A—5,593,255-5,593,255-100%$718.7M———
Bank of Montreal
N/A—5,565,728-5,565,728-100%$715.2M———
Vanguard Global Advisers, LLC
N/A—5,512,538-5,512,538-100%$708.4M———
California Public Employees Retirement System
N/A—5,398,744-5,398,744-100%$693.7M———
American Century Companies Inc
N/A—4,865,967-4,865,967-100%$625.3M———
Capital Wealth Planning, LLC
N/A—4,708,599-4,708,599-100%$605.1M———
Caisse de Depot ET Placement DU Quebec
N/A—4,448,107-4,448,107-100%$571.6M———
Canada Pension Plan Investment Board
N/A—4,176,604-4,176,604-100%$536.7M———
Victory Capital Management Inc
N/A—4,143,885-4,143,885-100%$532.5M———
Envestnet Asset Management Inc
N/A—3,996,890-3,996,890-100%$513.6M———
Arrowstreet Capital, Limited Partnership
N/A—3,966,523-3,966,523-100%$509.7M———
Jupiter Topco LLC
N/A—3,901,539-3,901,539-100%$501.2M———
Allianz Asset Management GmbH
N/A—3,845,071-3,845,071-100%$494.1M———
Rhumbline Advisers
N/A—3,809,518-3,809,518-100%$489.5M———
Thornburg Investment Management Inc
N/A—3,787,976-3,787,976-100%$486.8M———
California State Teachers Retirement System
N/A—3,772,142-3,772,142-100%$484.7M———
Acadian Asset Management LLC
N/A—3,695,329-3,695,329-100%$474.8M———
HighTower Advisors, LLC
N/A—3,679,920-3,679,920-100%$472.9M———
Neuberger Berman Group LLC
N/A—3,533,955-3,533,955-100%$454.2M———
Nordea Investment Management AB
N/A—3,503,750-3,503,750-100%$445.1M———
Ensign Peak Advisors, Inc
N/A—3,364,831-3,364,831-100%$432.4M———
Aviva PLC
N/A—3,264,106-3,264,106-100%$419.4M———
BNP Paribas Financial Markets
N/A—3,130,937-3,130,937-100%$402.3M———
SG Americas Securities, LLC
N/A—3,072,242-3,072,242-100%$394.8M———
Royal London Asset Management LTD
N/A—2,987,037-2,987,037-100%$383.8M———
New York State Common Retirement Fund
N/A—2,909,819-2,909,819-100%$373.9M———
Natixis Advisors, LLC
N/A—2,857,628-2,857,628-100%$367.2M———
Federated Hermes, Inc.
N/A—2,852,266-2,852,266-100%$366.5M———
Canada Life Assurance Co
N/A—2,816,256-2,816,256-100%$361.1M———
Mariner, LLC
N/A—2,781,786-2,781,786-100%$357.5M———
D. E. Shaw & Co., Inc.
N/A—2,738,023-2,738,023-100%$351.8M———
Jennison Associates LLC
N/A—2,728,958-2,728,958-100%$350.7M———
First Trust Advisors LP
N/A—2,591,856-2,591,856-100%$333.1M———
BNP Paribas Asset Management Holding S.A.
N/A—2,581,691-2,581,691-100%$331.8M———
Jones Financial Companies Lllp
N/A—2,548,737-2,548,737-100%$327.9M———
Alyeska Investment Group, L.P.
N/A—2,480,590-2,480,590-100%$318.8M———
Schroder Investment Management Group
N/A—2,455,664-2,455,664-100%$315.6M———
National Bank of Canada
N/A—2,433,801-2,433,801-100%$312.7M———
TD Asset Management Inc
N/A—2,334,726-2,334,726-100%$300.0M———
APG Asset Management N.V.
N/A—2,259,422-2,259,422-100%$253.9M———
Bank of Nova Scotia
N/A—2,191,725-2,191,725-100%$281.7M———
Danske Bank A/S
N/A—2,152,022-2,152,022-100%$276.5M———
State Board of Administration of Florida Retirement System
N/A—2,140,853-2,140,853-100%$275.1M———
Manufacturers Life Insurance Company, the
N/A—2,073,176-2,073,176-100%$266.4M———
Captrust Financial Advisors
N/A—2,054,383-2,054,383-100%$264.0M———
Adage Capital Partners GP, L.L.C.
N/A—2,030,023-2,030,023-100%$260.9M———
Cullen Capital Management, LLC
N/A—2,016,795-2,016,795-100%$259.2M———
Handelsbanken Fonder AB
N/A—1,959,794-1,959,794-100%$251.8K———
Citadel Advisors LLC
N/A—1,933,667-1,933,667-100%$248.5M———
Capital Research Global Investors
N/A—1,925,013-1,925,013-100%$247.4M———
Prudential Financial Inc
N/A—1,913,536-1,913,536-100%$245.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,912,337-1,912,337-100%$244.9M———
Brandes Investment Partners, LP
N/A—1,910,947-1,910,947-100%$245.6M———
Korea Investment Corp
N/A—1,861,405-1,861,405-100%$239.2M———
Rockefeller Capital Management L.P.
N/A—1,848,360-1,848,360-100%$237.5M———
Lazard Asset Management LLC
N/A—1,843,591-1,843,591-100%$236.9M———
Nomura Asset Management Co LTD
N/A—1,776,387-1,776,387-100%$228.3M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,727,562-1,727,562-100%$222.0M———
SEI Investments Co
N/A—1,713,402-1,713,402-100%$220.2M———
Storebrand Asset Management AS
N/A—1,685,911-1,685,911-100%$216.6M———
Fayez Sarofim & Co
N/A—1,664,909-1,664,909-100%$213.9M———
Janney Montgomery Scott LLC
N/A—1,655,632-1,655,632-100%$212.7M———
Cerity Partners LLC
N/A—1,567,712-1,567,712-100%$201.5M———
Quantinno Capital Management LP
N/A—1,523,212-1,523,212-100%$195.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,506,793-1,506,793-100%$193.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,482,295-1,482,295-100%$190.5M———
Toronto Dominion Bank
N/A—1,468,613-1,468,613-100%$188.7M———
CIBC World Market Inc.
N/A—1,447,507-1,447,507-100%$186.0M———
M&T Bank Corp
N/A—1,434,057-1,434,057-100%$184.3M———
DJE Kapital AG
N/A—1,431,324-1,431,324-100%$187.5M———
Focus Partners Wealth
N/A—1,375,512-1,375,512-100%$176.8M———
Van Eck Associates Corp
N/A—1,370,439-1,370,439-100%$176.1M———
Brown Advisory Inc
N/A—1,365,877-1,365,877-100%$175.5M———
Treasurer of the State of North Carolina
N/A—1,326,149-1,326,149-100%$170.4M———
State of Wisconsin Investment Board
N/A—1,318,963-1,318,963-100%$169.5M———
KLP Kapitalforvaltning AS
N/A—1,277,070-1,277,070-100%$165.0M———
Vanguard Investments Australia, Ltd.
N/A—1,263,127-1,263,127-100%$162.3M———
CI Investments Inc.
N/A—1,244,906-1,244,906-100%$160.0M———
Commerce Bank
N/A—1,238,538-1,238,538-100%$159.2M———
Cetera Investment Advisers
N/A—1,229,081-1,229,081-100%$157.9M———
Chevy Chase Trust Holdings, LLC
N/A—1,222,498-1,222,498-100%$157.1M———
Woodline Partners LP
N/A—1,124,149-1,124,149-100%$144.5M———
Jane Street Group, LLC
N/A—1,121,026-1,121,026-100%$144.1M———
Macquarie Group LTD
N/A—1,111,866-1,111,866-100%$142.9M———
Zacks Investment Management
N/A—1,087,644-1,087,644-100%$139.8M———
Bessemer Group Inc
N/A—1,080,415-1,080,415-100%$138.8M———
Baird Financial Group, Inc.
N/A—1,064,683-1,064,683-100%$136.8M———
Groupama Asset Managment
N/A—1,063,660-1,063,660-100%$137.6M———
Nomura Asset Management International Inc.
N/A—1,055,302-1,055,302-100%$135.6M———
Epoch Investment Partners, Inc.
N/A—1,050,056-1,050,056-100%$134.9M———
Qube Research & Technologies Ltd
N/A—1,044,210-1,044,210-100%$134.2M———
DnB Asset Management AS
N/A—1,009,058-1,009,058-100%$129.7M———
Man Group plc
N/A—990,469-990,469-100%$127.3M———
Public Employees Retirement System of Ohio
N/A—978,914-978,914-100%$125.8M———
Causeway Capital Management LLC
N/A—954,932-954,932-100%$122.7M———
Tidal Investments LLC
N/A—932,100-932,100-100%$119.8M———
Mufg Securities Emea plc
N/A—926,670-926,670-100%$119.1M———
Blair William & Co
N/A—920,715-920,715-100%$118.3M———
CIBC Bancorp USA Inc.
N/A—917,223-917,223-100%$117.8M———
Squarepoint Ops LLC
N/A—909,676-909,676-100%$116.9M———
State of Tennessee, Department of Treasury
N/A—900,152-900,152-100%$115.7M———
Susquehanna International Group, LLP
N/A—896,527-896,527-100%$115.2M———
Osaic Holdings, Inc.
N/A—890,015-890,015-100%$114.4M———
Credit Agricole S A
N/A—849,379-849,379-100%$109.1M———
TCW Group Inc
N/A—845,538-845,538-100%$108.7M———
Mercer Global Advisors Inc
N/A—845,459-845,459-100%$108.6M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—830,507-830,507-100%$106.7M———
Guggenheim Capital LLC
N/A—811,080-811,080-100%$104.2M———
Teacher Retirement System of Texas
N/A—805,085-805,085-100%$103.5M———
IEQ Capital, LLC
N/A—799,214-799,214-100%$102.7M———
Donaldson Capital Management, LLC
N/A—798,673-798,673-100%$102.6M———
HRT Financial LP
N/A—798,048-798,048-100%$102.5M———
Resona Asset Management Co.,Ltd.
N/A—793,749-793,749-100%$102.1M———
Tredje Ap-fonden
N/A—786,562-786,562-100%$101.1M———
First Financial Bankshares Inc
N/A—752,788-752,788-100%$96.7M———
Migdal Insurance & Financial Holdings Ltd.
N/A—730,035-730,035-100%$94.3M———
ING Groep NV
N/A—717,830-717,830-100%$92.2M———
FIL Ltd
N/A—678,957-678,957-100%$87.2M———
Orbimed Advisors LLC
N/A—663,400-663,400-100%$85.2M———
Clark Capital Management Group, Inc.
N/A—652,471-652,471-100%$83.8M———
Atalanta Sosnoff Capital, LLC
N/A—642,053-642,053-100%$82.5M———
Zurich Insurance Group Ltd
N/A—631,197-631,197-100%$81.1M———
Boston Partners
N/A—629,240-629,240-100%$80.8M———
Holocene Advisors, LP
N/A—628,000-628,000-100%$80.7M———
Arax Advisory Partners
N/A—608,608-608,608-100%$78.2M———
Pathstone Holdings, LLC
N/A—599,421-599,421-100%$77.1M———
Whittier Trust Co
N/A—592,471-592,471-100%$75.1M———
Harvest Portfolios Group Inc.
N/A—592,151-592,151-100%$76.1M———
Empowered Funds, LLC
N/A—576,918-576,918-100%$74.1M———
Capitolis Liquid Global Markets LLC
N/A—571,730-571,730-100%$73.5M———
Erste Asset Management GmbH
N/A—571,075-571,075-100%$73.9M———
Samlyn Capital, LLC
N/A—565,755-565,755-100%$72.7M———
Clearbridge Investments, LLC
N/A—565,690-565,690-100%$72.7M———
MetLife Investment Management, LLC
N/A—565,110-565,110-100%$72.6M———
Peapack Gladstone Financial Corp
N/A—563,132-563,132-100%$72.4M———
&partners
N/A—562,388-562,388-100%$72.3M———
Millennium Management LLC
N/A—561,302-561,302-100%$72.1M———
Cannell & Spears LLC
N/A—557,332-557,332-100%$71.6M———
Omers Administration Corp
N/A—547,569-547,569-100%$70.4M———
Aristotle Atlantic Partners, LLC
N/A—546,486-546,486-100%$70.2M———
Employees Provident Fund Board
N/A—535,502-535,502-100%$68.8M———
Gotham Asset Management, LLC
N/A—528,937-528,937-100%$68.0M———
1832 Asset Management L.P.
N/A—520,333-520,333-100%$66.9M———
RNC Capital Management LLC
N/A—517,240-517,240-100%$66.5M———
Federation des caisses Desjardins du Quebec
N/A—514,231-514,231-100%$66.1M———
O'shaughnessy Asset Management, LLC
N/A—509,542-509,542-100%$65.5M———
Mediolanum International Funds Ltd
N/A—495,800-495,800-100%$64.1M———
Fred Alger Management, LLC
N/A—487,735-487,735-100%$63.0M———
SRB Corp
N/A—463,298-463,298-100%$59.5M———
NewEdge Advisors, LLC
N/A—455,515-455,515-100%$58.5M———
Capital International, Inc.
N/A—454,397-454,397-100%$58.4M———
Tocqueville Asset Management L.P.
N/A—447,832-447,832-100%$57.5M———
Fukoku Mutual Life Insurance Co
N/A—447,246-447,246-100%$57.5M———
MML Investors Services, LLC
N/A—444,129-444,129-100%$57.1M———
Saudi Central Bank
N/A—440,465-440,465-100%$56.3M———
USS Investment Management Ltd
N/A—432,343-432,343-100%$55.5M———
QRG Capital Management, Inc.
N/A—428,993-428,993-100%$55.1M———
S&CO Inc
N/A—425,528-425,528-100%$54.7M———
Vanguard Personalized Indexing Management, LLC
N/A—425,518-425,518-100%$54.7M———
Systematic Alpha Investments, LLC
N/A—410,682-410,682-100%$52.8M———
Public Sector Pension Investment Board
N/A—402,649-402,649-100%$51.7M———
Fiduciary Trust Co
N/A—401,189-401,189-100%$51.6M———
Edmond de Rothschild Holding S.A.
N/A—399,582-399,582-100%$51.3M———
Varma Mutual Pension Insurance Co
N/A—399,574-399,574-100%$51.3M———
Panagora Asset Management Inc
N/A—393,429-393,429-100%$50.6M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—393,305-393,305-100%$50.5M———
Huntington National Bank
N/A—392,950-392,950-100%$50.5M———
Glenmede Trust Co NA
N/A—391,031-391,031-100%$50.2M———
Andra Ap-fonden
N/A—389,285-389,285-100%$50.0M———
Northwestern Mutual Wealth Management Co
N/A—386,735-386,735-100%$49.7M———
MAI Capital Management
N/A—380,217-380,217-100%$48.9M———
Point72 Asset Management, L.P.
N/A—380,081-380,081-100%$48.8M———
Distillate Capital Partners LLC
N/A—377,115-377,115-100%$48.5M———
Utah Retirement Systems
N/A—375,627-375,627-100%$48.3M———
Curi Capital, LLC
N/A—375,369-375,369-100%$48.5M———
Life Cycle Investment Partners Ltd
N/A—371,133-371,133-100%$47.7M———
Police & Firemen's Retirement System of New Jersey
N/A—370,904-370,904-100%$47.7M———
British Columbia Investment Management Corp
N/A—370,664-370,664-100%$47.6M———
Sanctuary Advisors, LLC
N/A—370,246-370,246-100%$47.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—369,659-369,659-100%$47.5M———
Westwood Holdings Group Inc
N/A—368,247-368,247-100%$47.3M———
Ilmarinen Mutual Pension Insurance Co
N/A—366,500-366,500-100%$47.1M———
Beacon Pointe Advisors, LLC
N/A—363,066-363,066-100%$46.7M———
Integral Health Asset Management, LLC
N/A—350,000-350,000-100%$45.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—349,782-349,782-100%$44.3M———
Advisors Asset Management, Inc.
N/A—346,193-346,193-100%$44.5M———
Prudential PLC
N/A—344,478-344,478-100%$44.3M———
Nissay Asset Management Corp N
N/A—336,267-336,267-100%$43.2M———
VAN Lanschot Kempen Investment Management N.V.
N/A—331,836-331,836-100%$42.6M———
Pinnacle Financial Partners, Inc.
N/A—324,931-324,931-100%$41.8M———
Steward Partners Investment Advisory, LLC
N/A—318,918-318,918-100%$41.0M———
Wealthfront Advisers LLC
N/A—317,659-317,659-100%$40.8M———
Public Employees Retirement Association of Colorado
N/A—313,830-313,830-100%$40.3M———
Northwest & Ethical Investments L.P.
N/A—311,108-311,108-100%$40.0M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—306,379-306,379-100%$39.4M———
Vinva Investment Management Ltd
N/A—298,766-298,766-100%$38.7M———
Teachers Retirement System of the State of Kentucky
N/A—295,607-295,607-100%$38.0M———
Voleon Capital Management LP
N/A—295,499-295,499-100%$38.0M———
Elo Mutual Pension Insurance Co
N/A—292,589-292,589-100%$37.6M———
Sequoia Financial Advisors, LLC
N/A—292,117-292,117-100%$37.5M———
Douglass Winthrop Advisors, LLC
N/A—291,325-291,325-100%$37.4M———
Horizon Investments, LLC
N/A—291,282-291,282-100%$37.4M———
Hancock Whitney Corp
N/A—291,028-291,028-100%$37.4M———
Gabelli Funds LLC
N/A—288,700-288,700-100%$37.1M———
Bradley Foster & Sargent Inc
N/A—287,164-287,164-100%$36.9M———
Shelton Capital Management
N/A—282,635-282,635-100%$36.3M———
EP Wealth Advisors, LLC
N/A—282,377-282,377-100%$36.3M———
Investment Management Corp of Ontario
N/A—276,725-276,725-100%$35.6M———
Whittier Trust Co of Nevada Inc
N/A—276,423-276,423-100%$35.6M———
Daiichi Life Insurance Co., Ltd.
N/A—274,795-274,795-100%$35.3M———
Martingale Asset Management L P
N/A—274,491-274,491-100%$35.3M———
Rafferty Asset Management, LLC
N/A—273,534-273,534-100%$35.1M———
Stephens Inc
N/A—272,973-272,973-100%$35.5M———
Haverford Trust Co
N/A—272,415-272,415-100%$35.0M———
Cresset Asset Management, LLC
N/A—271,475-271,475-100%$35.1M———
Becker Capital Management Inc
N/A—268,226-268,226-100%$34.7M———
Private Advisor Group, LLC
N/A—266,566-266,566-100%$34.3M———
Transcend Capital Advisors, LLC
N/A—262,453-262,453-100%$33.7M———
Groupe la Francaise
N/A—260,892-260,892-100%$33.5M———
Waverly Advisors, LLC
N/A—260,499-260,499-100%$33.5M———
Brown Brothers Harriman & Co
N/A—257,653-257,653-100%$33.1M———
Massachusetts Financial Services Co
N/A—256,668-256,668-100%$36.4M———
Blue Chip Partners, LLC
N/A—254,789-254,789-100%$32.7M———
Silvercrest Asset Management Group LLC
N/A—253,643-253,643-100%$32.6M———
Dakota Wealth Management
N/A—250,026-250,026-100%$32.1M———
Flputnam Investment Management Co
N/A—248,349-248,349-100%$31.9M———
Canada Post Corp Registered Pension Plan
N/A—247,017-247,017-100%$31.7M———
Ceredex Value Advisors LLC
N/A—236,353-236,353-100%$30.4M———
Allstate Corp
N/A—225,796-225,796-100%$29.0M———
Benjamin Edwards Inc
N/A—224,529-224,529-100%$28.9M———
Klingenstein Fields & Co LP
N/A—223,496-223,496-100%$28.7M———
Kahn Brothers Group Inc
N/A—218,182-218,182-100%$28.0M———
Sector Gamma AS
N/A—217,008-217,008-100%$27.9M———
Commerzbank Aktiengesellschaft
N/A—215,121-215,121-100%$27.6M———
Bridgeway Capital Management, LLC
N/A—214,753-214,753-100%$27.6M———
Rhenman & Partners Asset Management AB
N/A—213,500-213,500-100%$27.4M———
Homestead Advisers Corp
N/A—211,077-211,077-100%$27.1M———
Rathbones Group PLC
N/A—207,542-207,542-100%$26.7M———
LGT Group Foundation
N/A—205,618-205,618-100%$26.4M———
AE Wealth Management LLC
N/A—205,251-205,251-100%$26.4M———
Argent Trust Co
N/A—204,960-204,960-100%$26.3M———
Impax Asset Management Group plc
N/A—204,194-204,194-100%$26.2M———
Ingalls & Snyder LLC
N/A—203,973-203,973-100%$26.2M———
Aptus Capital Advisors, LLC
N/A—201,987-201,987-100%$26.0M———
Cary Street Partners Financial LLC
N/A—201,087-201,087-100%$25.8M———
Farallon Capital Management, L.L.C.
N/A—199,000-199,000-100%$25.6M———
Danica Pension, Livsforsikringsaktieselskab
N/A—198,763-198,763-100%$25.5M———
Nomura Holdings Inc
N/A—198,276-198,276-100%$25.5M———
Saturna Capital Corp
N/A—197,643-197,643-100%$25.4M———
Mizuho Securities USA LLC
N/A—193,359-193,359-100%$24.8M———
Atle Fund Management AB
N/A—189,357-189,357-100%$24.3M———
Pacer Advisors, Inc.
N/A—187,606-187,606-100%$24.1M———
Scotia Capital Inc.
N/A—185,895-185,895-100%$23.9M———
Stamos Capital Partners, L.P.
N/A—179,799-179,799-100%$23.1M———
Advisors Capital Management, LLC
N/A—179,565-179,565-100%$23.1M———
Stillwater Capital Advisors, LLC
N/A—179,429-179,429-100%$23.1M———
Tiaa Wealth Investment Management LLC
N/A—176,857-176,857-100%$22.7M———
Picton Mahoney Asset Management
N/A—176,844-176,844-100%$22.7M———
Circle Wealth Management, LLC
N/A—176,636-176,636-100%$22.7M———
Vident Advisory, LLC
N/A—175,764-175,764-100%$22.6M———
Manning & Napier Advisors LLC
N/A—173,781-173,781-100%$22.5M———
Fairfax Financial Holdings LTD/ CAN
N/A—172,900-172,900-100%$22.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—172,654-172,654-100%$22.2M———
HM Payson & Co
N/A—172,406-172,406-100%$22.2M———
Cheviot Value Management, LLC
N/A—171,084-171,084-100%$22.0M———
Empower Advisory Group, LLC
N/A—169,726-169,726-100%$21.8M———
Blackhill Capital Inc
N/A—168,857-168,857-100%$21.7M———
South Dakota Investment Council
N/A—166,665-166,665-100%$21.4M———
One Capital Management, LLC
N/A—160,540-160,540-100%$19.3M———
Pinebridge Investments LLC
N/A—158,976-158,976-100%$20.4M———
First Manhattan Co. Llc.
N/A—158,760-158,760-100%$20.5M———
Kentucky Retirement Systems
N/A—156,894-156,894-100%$20.2M———
Bleakley Financial Group, LLC
N/A—155,898-155,898-100%$20.0M———
Logan Capital Management Inc
N/A—155,292-155,292-100%$20.0M———
AR Asset Management Inc
N/A—154,124-154,124-100%$19.8M———
Summit Financial, LLC
N/A—153,789-153,789-100%$19.9M———
Norinchukin Bank, The
N/A—152,112-152,112-100%$19.5M———
Cinctive Capital Management LP
N/A—150,456-150,456-100%$19.3M———
Advisory Services Network, LLC
N/A—149,977-149,977-100%$19.3M———
CCM Investment Advisers LLC
N/A—149,092-149,092-100%$19.2M———
Stonebridge Capital Advisors LLC
N/A—148,656-148,656-100%$19.1M———
Vestcor Inc
N/A—147,382-147,382-100%$18.9M———
Stratos Investment Management, LLC
N/A—147,259-147,259-100%$18.9M———
Bollard Group LLC
N/A—146,931-146,931-100%$18.9M———
Atlantic Union Bankshares Corp
N/A—145,428-145,428-100%$18.7M———
Snowden Capital Advisors LLC
N/A—145,291-145,291-100%$18.8M———
Crawford Investment Counsel Inc
N/A—144,979-144,979-100%$18.6M———
Mirova
N/A—144,550-144,550-100%$18.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—144,486-144,486-100%$18.6M———
Edgar Lomax Co
N/A—143,985-143,985-100%$18.5M———
IQ EQ Fund Management (Ireland) Ltd
N/A—142,780-142,780-100%$18.3M———
United Capital Financial Advisors, LLC
N/A—142,059-142,059-100%$18.3M———
Arkadios Wealth Advisors
N/A—140,968-140,968-100%$18.1M———
ABN Amro Bank N.V.
N/A—136,228-136,228-100%$17.5M———
Dodge & COX
N/A—135,750-135,750-100%$17.4M———
Drexel Morgan & Co.
N/A—132,292-132,292-100%$17.0M———
Wescott Financial Advisory Group, LLC
N/A—132,230-132,230-100%$17.0M———
Wesleyan Assurance Society
N/A—131,371-131,371-100%$16.9M———
Azimuth Capital Investment Management LLC
N/A—129,218-129,218-100%$16.6M———
Integrated Wealth Concepts LLC
N/A—128,068-128,068-100%$16.5M———
PFM Health Sciences, LP
N/A—127,118-127,118-100%$16.3M———
Intech Investment Management LLC
N/A—126,723-126,723-100%$16.3M———
Bragg Financial Advisors, Inc
N/A—125,805-125,805-100%$16.2M———
Coldstream Capital Management Inc
N/A—123,237-123,237-100%$15.8M———
First National Bank of Omaha
N/A—123,043-123,043-100%$15.9M———
New Age Alpha Advisors, LLC
N/A—122,881-122,881-100%$15.8M———
L & S Advisors Inc
N/A—120,404-120,404-100%$15.5M———
Orion Porfolio Solutions, LLC
N/A—119,842-119,842-100%$15.4M———
EFG International AG
N/A—119,627-119,627-100%$15.4M———
Skba Capital Management LLC
N/A—118,272-118,272-100%$15.2M———
SlateStone Wealth, LLC
N/A—117,597-117,597-100%$15.1M———
Bartlett & Co. Wealth Management LLC
N/A—117,498-117,498-100%$15.2M———
Red Door Wealth Management, LLC
N/A—117,172-117,172-100%$15.1M———
Banco Santander, S.A.
N/A—117,047-117,047-100%$15.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—116,389-116,389-100%$15.0M———
Parallax Volatility Advisers, L.P.
N/A—116,081-116,081-100%$14.9M———
Auxier Asset Management LLC
N/A—115,776-115,776-100%$14.9M———
Wallace Advisory Group, LLC
N/A—115,340-115,340-100%$14.8M———
Claret Asset Management Corp
N/A—113,760-113,760-100%$14.6M———
Bellevue Group AG
N/A—113,061-113,061-100%$14.5M———
Equitable Holdings, Inc.
N/A—113,005-113,005-100%$14.5M———
Westend Capital Management, LLC
N/A—112,297-112,297-100%$14.4M———
Allianz SE
N/A—112,208-112,208-100%$14.4M———
Vestmark Advisory Solutions, Inc.
N/A—111,985-111,985-100%$14.4M———
RWA Wealth Partners, LLC
N/A—111,388-111,388-100%$14.3M———
Novare Capital Management LLC
N/A—110,202-110,202-100%$14.2M———
Stratos Wealth Partners, Ltd.
N/A—108,575-108,575-100%$14.0M———
Callan Family Office, LLC
N/A—107,070-107,070-100%$13.8M———
Envestnet Portfolio Solutions, Inc.
N/A—105,500-105,500-100%$13.6M———
Banque Cantonale Vaudoise
N/A—105,147-105,147-100%$13.5M———
Miramar Capital, LLC
N/A—103,681-103,681-100%$13.3M———
SIT Investment Associates Inc
N/A—103,159-103,159-100%$13.3M———
Independent Advisor Alliance
N/A—102,748-102,748-100%$13.2M———
Metis Global Partners, LLC
N/A—102,719-102,719-100%$13.2M———
Rodgers Brothers Inc.
N/A—102,689-102,689-100%$13.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—102,602-102,602-100%$13.3M———
Purpose Unlimited Inc.
N/A—100,180-100,180-100%$12.9M———
Composition Wealth, LLC
N/A—99,815-99,815-100%$12.8M———
Fort Sheridan Advisors LLC
N/A—98,070-98,070-100%$12.6M———
Susquehanna Portfolio Strategies, LLC
N/A—97,454-97,454-100%$12.5M———
Estabrook Capital Management
N/A—96,811-96,811-100%$12.4M———
Rothschild Investment LLC
N/A—96,633-96,633-100%$12.4M———
Johnson Investment Counsel Inc
N/A—96,505-96,505-100%$12.4M———
Marco Investment Management LLC
N/A—95,255-95,255-100%$12.2M———
River Wealth Advisors LLC
N/A—95,113-95,113-100%$12.2M———
M. Kulyk & Associates, LLC
N/A—94,863-94,863-100%$12.2M———
Choate Investment Advisors
N/A—94,736-94,736-100%$12.2M———
Empirical Finance, LLC
N/A—93,774-93,774-100%$12.0M———
Robinhood Asset Management, LLC
N/A—93,533-93,533-100%$12.0M———
1ST Source Bank
N/A—93,431-93,431-100%$12.0M———
Smithfield Trust Co
N/A—92,939-92,939-100%$11.9M———
Ossiam
N/A—91,787-91,787-100%$11.8M———
Lowe Brockenbrough & Co Inc
N/A—91,716-91,716-100%$11.8M———
Evercore Wealth Management, LLC
N/A—91,089-91,089-100%$11.7M———
Algert Global LLC
N/A—90,995-90,995-100%$11.7M———
Susquehanna Fundamental Investments, LLC
N/A—89,259-89,259-100%$11.5M———
Beck Mack & Oliver LLC
N/A—88,204-88,204-100%$11.3M———
Artisan Partners Limited Partnership
N/A—87,246-87,246-100%$11.2M———
Trillium Asset Management, LLC
N/A—87,017-87,017-100%$11.2M———
Adalta Capital Management LLC
N/A—86,966-86,966-100%$11.2M———
FLC Capital Advisors
N/A—86,579-86,579-100%$11.1M———
Focus Partners Advisor Solutions, LLC
N/A—86,089-86,089-100%$11.1M———
BLI - Banque de Luxembourg Investments
N/A—85,000-85,000-100%$11.0M———
Heritage Trust Co
N/A—84,905-84,905-100%$10.9M———
Gladstone Institutional Advisory LLC
N/A—84,891-84,891-100%$10.9M———
Summit Trail Advisors, LLC
N/A—84,812-84,812-100%$10.9M———
Winslow Asset Management Inc
N/A—82,574-82,574-100%$10.6M———
Kingsview Wealth Management, LLC
N/A—80,440-80,440-100%$10.3M———
Bellars Harris Wealth Management, LLC
N/A—79,847-79,847-100%$10.3M———
Caprock Group, LLC
N/A—79,617-79,617-100%$10.3M———
Stock Yards Bank & Trust Co
N/A—79,544-79,544-100%$10.2M———
Freestone Capital Holdings, LLC
N/A—79,532-79,532-100%$10.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—79,187-79,187-100%$10.2M———
Caisse DES Depots ET Consignations
N/A—79,080-79,080-100%$10.2M———
Global Retirement Partners, LLC
N/A—78,760-78,760-100%$10.1M———
Mutual Advisors, LLC
N/A—78,606-78,606-100%$10.1M———
RiverFront Investment Group, LLC
N/A—77,843-77,843-100%$10.0M———
AustralianSuper Pty Ltd
N/A—77,831-77,831-100%$10.0M———
Wealthspire Advisors, LLC
N/A—75,165-75,165-100%$9.7M———
Siemens Fonds Invest GmbH
N/A—75,099-75,099-100%$9.7M———
Intesa Sanpaolo S.p.A.
N/A—75,023-75,023-100%$9.6M———
BNP Paribas
N/A—74,751-74,751-100%$9.6M———
Kennedy Capital Management LLC
N/A—74,733-74,733-100%$9.6M———
Mufg Securities Americas Inc.
N/A—74,388-74,388-100%$9.6M———
Lifeworks Advisors, LLC
N/A—73,618-73,618-100%$9.5M———
Principal Securities, Inc.
N/A—72,897-72,897-100%$9.4M———
Trajan Wealth LLC
N/A—72,721-72,721-100%$9.3M———
Capital Analysts, LLC
N/A—72,378-72,378-100%$9.3M———
American Investment Services, Inc.
N/A—72,201-72,201-100%$9.3M———
Meeder Asset Management Inc
N/A—71,755-71,755-100%$9.2M———
Round Hill Asset Management
N/A—71,350-71,350-100%$9.2M———
Simmons Bank
N/A—70,419-70,419-100%$9.0M———
Peregrine Asset Advisers, Inc.
N/A—70,065-70,065-100%$9.0M———
New England Asset Management Inc
N/A—68,952-68,952-100%$8.9M———
SIG Brokerage, LP
N/A—67,374-67,374-100%$8.7M———
Sompo Asset Management Co., Ltd.
N/A—67,060-67,060-100%$8.6M———
Hantz Financial Services, Inc.
N/A—66,636-66,636-100%$8.6M———
Buckley Wealth Management, LLC
N/A—66,283-66,283-100%$8.6M———
Boston Research & Management Inc
N/A—65,845-65,845-100%$8.5M———
Lavaca Capital LLC
N/A—65,773-65,773-100%$8.5M———
World Investment Advisors
N/A—65,711-65,711-100%$7.9M———
Ameritas Investment Partners, Inc.
N/A—65,130-65,130-100%$8.4M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—65,109-65,109-100%$8.4M———
NewEdge Wealth, LLC
N/A—64,900-64,900-100%$8.3M———
Hunter Perkins Capital Management, LLC
N/A—64,818-64,818-100%$8.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—64,634-64,634-100%$8.3M———
PFG Investments, LLC
N/A—64,183-64,183-100%$8.2M———
Alerus Financial NA
N/A—64,144-64,144-100%$8.2M———
Capital Group Private Client Services, Inc.
N/A—63,436-63,436-100%$8.2M———
Hamilton Wealth, LLC
N/A—63,344-63,344-100%$8.1M———
Platinum Investment Management LTD
N/A—63,316-63,316-100%$8.1M———
Anchor Investment Management, LLC
N/A—63,047-63,047-100%$8.1M———
Meeder Advisory Services, Inc.
N/A—62,788-62,788-100%$8.1M———
Gamco Investors, Inc. ET AL
N/A—62,672-62,672-100%$8.1M———
Pallas Capital Advisors LLC
N/A—62,572-62,572-100%$8.0M———
DF Dent & Co Inc
N/A—62,478-62,478-100%$8.0M———
Barbara Oil Co.
N/A—62,295-62,295-100%$8.0M———
Hamilton Capital Partners Inc.
N/A—62,293-62,293-100%$8.0M———
BFC Planning, Inc.
N/A—62,078-62,078-100%$8.0M———
Sound View Wealth Advisors Group, LLC
N/A—62,066-62,066-100%$8.0M———
Worldquant Millennium Advisors LLC
N/A—61,874-61,874-100%$8.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—61,840-61,840-100%$7.9M———
Moneta Group Investment Advisors LLC
N/A—61,354-61,354-100%$7.9M———
First American Trust, FSB
N/A—59,809-59,809-100%$7.7M———
Pure Financial Advisors, LLC
N/A—59,640-59,640-100%$7.7M———
Wahed Invest LLC
N/A—58,877-58,877-100%$7.6M———
Texas Yale Capital Corp.
N/A—58,713-58,713-100%$7.5M———
Sphera Funds Management Ltd.
N/A—58,600-58,600-100%$7.5M———
Loomis Sayles & Co L P
N/A—58,514-58,514-100%$7.5M———
Resources Management Corp
N/A—58,507-58,507-100%$7.5M———
OneDigital Investment Advisors LLC
N/A—57,459-57,459-100%$7.4M———
Hudson Value Partners, LLC
N/A—57,439-57,439-100%$7.4M———
IHT Wealth Management, LLC
N/A—57,265-57,265-100%$7.4M———
Oddo BHF Asset Management SAS
N/A—56,625-56,625-100%$7.3M———
Bridges Investment Management Inc
N/A—56,105-56,105-100%$7.2M———
Balyasny Asset Management L.P.
N/A—56,028-56,028-100%$7.2M———
Capital Counsel LLC
N/A—55,363-55,363-100%$7.1M———
Cutler Capital Management, LLC
N/A—55,048-55,048-100%$7.1M———
Pine Valley Investments Ltd Liability Co
N/A—54,242-54,242-100%$7.0M———
Modern Wealth Management, LLC
N/A—54,135-54,135-100%$7.0M———
Verition Fund Management LLC
N/A—53,638-53,638-100%$6.9M———
Northwest Bancshares, Inc.
N/A—53,406-53,406-100%$6.9M———
Westfield Capital Management Co LP
N/A—53,297-53,297-100%$6.8M———
GQG Partners LLC
N/A—53,092-53,092-100%$6.8M———
Walleye Trading LLC
N/A—52,971-52,971-100%$6.8M———
Phoenix Financial Ltd.
N/A—52,551-52,551-100%$6.8M———
Ballentine Partners, LLC
N/A—52,463-52,463-100%$6.7M———
Weiss Asset Management LP
N/A—52,089-52,089-100%$6.7M———
Evolve Private Wealth, LLC
N/A—51,984-51,984-100%$6.7M———
Fidelis Capital Partners, LLC
N/A—51,693-51,693-100%$6.6M———
Mairs & Power Inc
N/A—51,519-51,519-100%$6.6M———
Te Ahumairangi Investment Management Ltd
N/A—50,511-50,511-100%$6.5M———
B & T Capital Management DBA Alpha Capital Management
N/A—50,298-50,298-100%$6.5M———
Beacon Harbor Wealth Advisors, Inc.
N/A—50,297-50,297-100%$6.5M———
Brevan Howard Capital Management LP
N/A—50,031-50,031-100%$6.4M———
Soleus Capital Management, L.P.
N/A—50,000-50,000-100%$6.4M———
P.A.W. Capital Corp
N/A—49,430-49,430-100%$6.4M———
Financial Sense Advisors, Inc.
N/A—49,398-49,398-100%$6.3M———
Mokan Wealth Management Inc.
N/A—48,990-48,990-100%$6.3M———
Two Sigma Investments, LP
N/A—48,625-48,625-100%$6.2M———
Citizens Business Bank
N/A—47,347-47,347-100%$6.1M———
Motco
N/A—47,221-47,221-100%$6.1M———
Great Valley Advisor Group, Inc.
N/A—47,166-47,166-100%$6.1M———
Artia Global Partners LP
N/A—46,700-46,700-100%$6.0M———
Westerkirk Capital Inc.
N/A—46,500-46,500-100%$6.0M———
Martin Investment Management, LLC
N/A—46,280-46,280-100%$5.9M———
Savvy Advisors, Inc.
N/A—46,232-46,232-100%$5.9M———
Bontempo Ohly Capital Mgmt LLC
N/A—45,144-45,144-100%$5.8M———
Semper Augustus Investments Group LLC
N/A—44,633-44,633-100%$5.7M———
Morgan Dempsey Capital Management LLC
N/A—44,625-44,625-100%$5.8M———
West Michigan Advisors, LLC
N/A—44,438-44,438-100%$5.7M———
Spinnaker Trust
N/A—44,274-44,274-100%$5.7M———
Sandhill Capital Partners LLC
N/A—44,059-44,059-100%$5.7M———
McGinn Penninger Investment Management, Inc.
N/A—44,031-44,031-100%$5.7M———
LMR Partners LLP
N/A—44,030-44,030-100%$5.7M———
Rench Wealth Management, Inc.
N/A—43,770-43,770-100%$5.6M———
FAS Wealth Partners, Inc.
N/A—43,241-43,241-100%$5.6M———
Essex Financial Services, Inc.
N/A—43,212-43,212-100%$5.6M———
Boston Family Office LLC
N/A—43,081-43,081-100%$5.5M———
Thomasville National Bank
N/A—42,746-42,746-100%$5.5M———
Pincus Capital Management, LP
N/A—42,496-42,496-100%$5.5M———
Roundview Capital LLC
N/A—42,411-42,411-100%$5.4M———
Castlefield Investment Partners LLP
N/A—41,797-41,797-100%$5.4M———
Leavell Investment Management, Inc.
N/A—41,794-41,794-100%$5.4M———
CreativeOne Wealth, LLC
N/A—41,721-41,721-100%$5.4M———
Twin Capital Management Inc
N/A—40,649-40,649-100%$5.2M———
Baader Bank Aktiengesellschaft
N/A—40,582-40,582-100%$5.2M———
Atlanta Consulting Group Advisors, LLC
N/A—40,446-40,446-100%$5.2M———
Harbour Investments, Inc.
N/A—40,366-40,366-100%$5.2M———
WealthTrust Axiom LLC
N/A—40,221-40,221-100%$5.2M———
Smartleaf Asset Management LLC
N/A—40,005-40,005-100%$5.2M———
Core Alternative Capital
N/A—39,979-39,979-100%$5.1M———
LGT Fund Management Co Ltd.
N/A—39,522-39,522-100%$5.1M———
Morton Community Bank
N/A—39,299-39,299-100%$5.0M———
Osmosis Investment Management UK Ltd
N/A—39,005-39,005-100%$5.0M———
Bank of Hawaii
N/A—38,915-38,915-100%$5.0M———
Hilltop Holdings Inc.
N/A—38,494-38,494-100%$4.9M———
Vickerman Investment Advisors, Inc.
N/A—38,353-38,353-100%$4.9M———
Foster & Motley Inc
N/A—38,282-38,282-100%$4.9M———
ST Germain D J Co Inc
N/A—38,096-38,096-100%$4.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—38,087-38,087-100%$4.9M———
Hilton Capital Management, LLC
N/A—38,001-38,001-100%$4.9M———
Tower Research Capital LLC (TRC)
N/A—37,782-37,782-100%$4.9M———
Latko Wealth Management, Ltd.
N/A—37,505-37,505-100%$4.8M———
Oversea-Chinese Banking Corp Ltd
N/A—37,333-37,333-100%$4.8M———
Kensington Investment Counsel, LLC
N/A—37,325-37,325-100%$4.8M———
Abbot Financial Management, Inc.
N/A—37,313-37,313-100%$4.8M———
Kintra Wealth, LLC
N/A—37,050-37,050-100%$5.0M———
Arete Wealth Advisors, LLC
N/A—37,010-37,010-100%$4.8M———
Rowlandmiller & Partners.adv
N/A—37,007-37,007-100%$4.8M———
Keel Point, LLC
N/A—36,633-36,633-100%$4.7M———
Prestige Wealth Management Group LLC
N/A—36,409-36,409-100%$4.7M———
Proficio Capital Partners LLC
N/A—36,360-36,360-100%$4.7M———
NorthRock Partners, LLC
N/A—36,249-36,249-100%$4.7M———
Insigneo Advisory Services, LLC
N/A—36,076-36,076-100%$4.6M———
Marshall Financial Group, LLC
N/A—35,820-35,820-100%$4.6M———
Primecap Management Co
N/A—35,700-35,700-100%$4.6M———
Dorsey & Whitney Trust Co LLC
N/A—35,490-35,490-100%$4.6M———
Banque Transatlantique SA
N/A—35,317-35,317-100%$4.1M———
Osprey Private Wealth LLC
N/A—35,180-35,180-100%$4.5M———
Ally Financial Inc.
N/A—35,000-35,000-100%$4.5M———
Opus Investment Management Inc
N/A—35,000-35,000-100%$4.5M———
Morningstar Investment Management LLC
N/A—34,870-34,870-100%$4.2M———
Tower Bridge Advisors
N/A—34,852-34,852-100%$4.5M———
Magnolia Capital Advisors LLC
N/A—34,718-34,718-100%$4.5M———
Family Manage LLC
N/A—34,626-34,626-100%$4.4M———
Frec Markets, Inc.
N/A—34,217-34,217-100%$4.4M———
White Pine Capital LLC
N/A—34,201-34,201-100%$4.4M———
Berkshire Asset Management LLC
N/A—34,092-34,092-100%$4.4M———
NorthCoast Asset Management LLC
N/A—33,485-33,485-100%$4.3M———
Westpac Banking Corp
N/A—33,068-33,068-100%$4.2M———
KCM Capital Inc
N/A—33,000-33,000-100%$4.2M———
Morse Asset Management, Inc
N/A—32,843-32,843-100%$4.2M———
Holderness Investments Co
N/A—32,731-32,731-100%$4.2M———
Dkrt Investments Corp.
N/A—32,500-32,500-100%$4.2M———
Brooks, Moore & Associates, Inc.
N/A—32,419-32,419-100%$4.2M———
Jacobs Levy Equity Management, Inc
N/A—32,254-32,254-100%$4.1M———
McMillan Office, Inc.
N/A—31,930-31,930-100%$4.1M———
Western Wealth Management, LLC
N/A—31,663-31,663-100%$4.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—31,358-31,358-100%$4.0M———
MainStreet Investment Advisors LLC
N/A—31,131-31,131-100%$4.0M———
Conscious Wealth Investments, LLC
N/A—31,066-31,066-100%$3.9M———
Providence Capital Advisors, LLC
N/A—30,948-30,948-100%$4.0M———
SouthState Bank Corp
N/A—30,874-30,874-100%$4.0M———
Legato Capital Management LLC
N/A—30,800-30,800-100%$4.0M———
Belpointe Asset Management LLC
N/A—30,259-30,259-100%$3.9M———
Bridgewater Associates, LP
N/A—30,254-30,254-100%$3.9M———
Dean Investment Associates, LLC
N/A—29,970-29,970-100%$3.9M———
Ceeto Capital Group, LLC
N/A—29,864-29,864-100%$3.9M———
Rehmann Capital Advisory Group
N/A—29,611-29,611-100%$3.8M———
Broadwater Capital Management LLC
N/A—29,582-29,582-100%$3.8M———
Forum Finance Group S.A.
N/A—29,485-29,485-100%$3.1K———
Walter & Keenan Wealth Management LLC
N/A—29,479-29,479-100%$3.8M———
Syon Capital LLC
N/A—29,362-29,362-100%$3.8M———
E Fund Management Co., Ltd.
N/A—29,310-29,310-100%$3.8M———
Gould Capital, LLC
N/A—29,265-29,265-100%$3.8M———
Peak Retirement Planning, Inc.
N/A—29,248-29,248-100%$3.8M———
Ameritas Advisory Services, LLC
N/A—29,071-29,071-100%$3.7M———
Kovack Advisors, Inc.
N/A—29,013-29,013-100%$3.7M———
Intrust Bank NA
N/A—28,996-28,996-100%$3.7M———
Legacy Financial Advisors, Inc.
N/A—28,939-28,939-100%$3.7M———
Dearborn Partners LLC
N/A—28,921-28,921-100%$3.7M———
Addison Capital Co
N/A—28,505-28,505-100%$3.7M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—28,243-28,243-100%$3.6M———
Keebeck Wealth Management
N/A—28,212-28,212-100%$3.6M———
Horizon Kinetics Asset Management LLC
N/A—28,151-28,151-100%$3.6M———
Nicolet Bankshares Inc
N/A—28,130-28,130-100%$3.6M———
Paradigm Capital Management, LLC
N/A—28,084-28,084-100%$3.6M———
Bluespring Wealth Management, LLC
N/A—27,952-27,952-100%$3.6M———
Employees Retirement System of Texas
N/A—27,704-27,704-100%$3.6M———
Capital International Sarl
N/A—27,611-27,611-100%$3.5M———
Emerald Investment Advisers, LLC
N/A—27,592-27,592-100%$3.5M———
DoubleLine ETF Adviser LP
N/A—27,527-27,527-100%$3.5M———
Integrated Investment Consultants, LLC
N/A—27,502-27,502-100%$3.5M———
Waterloo Capital, L.P.
N/A—27,308-27,308-100%$3.5M———
SSA Swiss Advisors AG
N/A—27,275-27,275-100%$3.5M———
Stelac Advisory Services LLC
N/A—27,275-27,275-100%$3.5M———
Pettyjohn, Wood & White, Inc
N/A—27,200-27,200-100%$3.5M———
Prosperity Consulting Group, LLC
N/A—27,182-27,182-100%$3.5M———
Freestone Grove Partners LP
N/A—27,158-27,158-100%$3.5M———
Main Street Financial Solutions, LLC
N/A—26,862-26,862-100%$3.5M———
Foundations Investment Advisors, LLC
N/A—26,833-26,833-100%$3.4M———
Windward Capital Management Co
N/A—26,382-26,382-100%$3.4M———
Regal Investment Advisors LLC
N/A—26,367-26,367-100%$3.4M———
Infrastructure Capital Advisors, LLC
N/A—26,324-26,324-100%$3.4M———
Lcnb Corp
N/A—26,283-26,283-100%$3.4M———
Charter Research & Investment Group, Inc.
N/A—26,258-26,258-100%$3.4M———
Burling Wealth Partners, LLC
N/A—26,244-26,244-100%$3.4M———
Sargent Investment Group, LLC
N/A—25,863-25,863-100%$3.3M———
Silvant Capital Management LLC
N/A—25,811-25,811-100%$3.3M———
Meridian Wealth Advisors, LLC
N/A—25,697-25,697-100%$3.3M———
Mitchell Mcleod Pugh & Williams Inc
N/A—25,603-25,603-100%$3.3M———
Cornerstone Select Advisors, LLC
N/A—25,523-25,523-100%$3.3M———
Aimz Investment Advisors, LLC
N/A—25,475-25,475-100%$3.3M———
First National Bank & Trust Co of Newtown
N/A—25,369-25,369-100%$3.3M———
Huber Capital Management LLC
N/A—25,293-25,293-100%$3.3M———
SageView Advisory Group, LLC
N/A—25,250-25,250-100%$3.2M———
Truvestments Capital LLC
N/A—25,027-25,027-100%$3.2M———
Jain Global LLC
N/A—24,975-24,975-100%$3.2M———
Stratos Wealth Advisors, LLC
N/A—24,837-24,837-100%$3.2M———
Howe & Rusling Inc
N/A—24,744-24,744-100%$3.2M———
Argent Advisors, Inc.
N/A—24,547-24,547-100%$3.2M———
Fiduciary Group, LLC
N/A—24,429-24,429-100%$3.1M———
Northstar Group, Inc.
N/A—24,202-24,202-100%$3.1M———
AlTi Global, Inc.
N/A—24,188-24,188-100%$3.1M———
Counterweight Ventures, LLC
N/A—24,081-24,081-100%$3.1M———
Hayek Kallen Investment Management
N/A—24,059-24,059-100%$3.1M———
Naviter Wealth, LLC
N/A—24,004-24,004-100%$3.1M———
Smith, Moore & Co.
N/A—23,976-23,976-100%$3.1M———
Ausdal Financial Partners, Inc.
N/A—23,933-23,933-100%$3.1M———
Ellevest, Inc.
N/A—23,926-23,926-100%$3.1M———
Harbor Advisory Corp
N/A—23,912-23,912-100%$3.1M———
Bridgewater Advisors Inc.
N/A—23,905-23,905-100%$3.1M———
WCG Wealth Advisors LLC
N/A—23,852-23,852-100%$3.1M———
Bull Harbor Capital LLC
N/A—23,810-23,810-100%$3.1M———
Madison Asset Management, LLC
N/A—23,786-23,786-100%$3.1M———
Catalyst Funds Management Pty Ltd
N/A—23,750-23,750-100%$3.1M———
Brendel Financial Advisors LLC
N/A—23,668-23,668-100%$3.0M———
Davis R M Inc
N/A—23,586-23,586-100%$3.0M———
Zhang Financial LLC
N/A—23,571-23,571-100%$3.0M———
IAM Advisory, LLC
N/A—23,515-23,515-100%$3.0M———
Checchi Capital Advisers, LLC
N/A—23,506-23,506-100%$3.0M———
Broderick Brian C
N/A—23,484-23,484-100%$3.0M———
Sumitomo Life Insurance Co
N/A—22,968-22,968-100%$3.0M———
Callahan Advisors, LLC
N/A—22,700-22,700-100%$2.9M———
Mmbg Investment Advisors Co.
N/A—22,563-22,563-100%$2.9M———
Wellspring Financial Advisors, LLC
N/A—22,465-22,465-100%$465.4K———
Forty-three Eighteen Advisors, LLC
N/A—22,442-22,442-100%$2.9M———
CNB Bank
N/A—22,166-22,166-100%$2.8M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—22,154-22,154-100%$2.8M———
Birmingham Capital Management Co Inc
N/A—22,128-22,128-100%$2.8M———
Private Wealth Asset Management, LLC
N/A—22,055-22,055-100%$2.8M———
Bamco Inc
N/A—22,000-22,000-100%$2.8M———
SCS Capital Management LLC
N/A—21,998-21,998-100%$2.8M———
Bank OZK
N/A—21,993-21,993-100%$2.8M———
Wealth Alliance, LLC
N/A—21,770-21,770-100%$2.8M———
Beaton Management Co. Inc.
N/A—21,587-21,587-100%$2.8M———
Peak Asset Management, LLC
N/A—21,535-21,535-100%$2.8M———
Sectoral Asset Management Inc
N/A—21,480-21,480-100%$2.8M———
Cozad Asset Management Inc
N/A—21,402-21,402-100%$2.8M———
Johnson Financial Group, Inc.
N/A—21,390-21,390-100%$2.8M———
Waddell & Associates, LLC
N/A—21,357-21,357-100%$2.7M———
HighPoint Advisor Group LLC
N/A—21,349-21,349-100%$2.7M———
Drucker Wealth 3.0, LLC
N/A—21,201-21,201-100%$2.7M———
Coastal Bridge Advisors, LLC
N/A—21,141-21,141-100%$2.7M———
Nwam LLC
N/A—20,971-20,971-100%$2.7M———
Ancora Advisors LLCA
N/A—20,902-20,902-100%$2.7M———
Fairfield, Bush & Co.
N/A—20,842-20,842-100%$2.7M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—20,685-20,685-100%$2.7M———
IMA Advisory Services, Inc.
N/A—20,561-20,561-100%$2.7M———
Borer Denton & Associates, Inc.
N/A—20,553-20,553-100%$2.6M———
Opal Capital LLC
N/A—20,497-20,497-100%$2.6M———
IFG Advisory, LLC
N/A—20,458-20,458-100%$2.6M———
Allred Capital Management, LLC
N/A—20,408-20,408-100%$2.6M———
Orion Investment Co
N/A—20,383-20,383-100%$2.6M———
Mayflower Financial Advisors, LLC
N/A—20,163-20,163-100%$2.6M———
Advyzon Investment Management, LLC
N/A—20,120-20,120-100%$2.6M———
Vega Investment Solutions
N/A—20,102-20,102-100%$2.6M———
Qtron Investments LLC
N/A—20,088-20,088-100%$2.6M———
Xcelsior Advisor Partners LLC
N/A—20,063-20,063-100%$2.6M———
Storgate, LLC
N/A—20,013-20,013-100%$2.6M———
Keystone Financial Group
N/A—19,960-19,960-100%$2.6M———
Jaffetilchin Investment Partners, LLC
N/A—19,798-19,798-100%$2.5M———
Legacy Capital Group California, Inc.
N/A—19,689-19,689-100%$2.5M———
Icon Wealth Advisors, LLC
N/A—19,305-19,305-100%$2.5M———
Townsquare Capital LLC
N/A—19,213-19,213-100%$2.5M———
Ostrum Asset Management
N/A—19,140-19,140-100%$2.5M———
Field & Main Bank
N/A—19,053-19,053-100%$2.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—19,053-19,053-100%$2.4M———
LaSalle St. Investment Advisors, LLC
N/A—18,927-18,927-100%$2.4M———
Strategic Financial Services, Inc.
N/A—18,756-18,756-100%$2.4M———
Vaughan Nelson Investment Management, L.P.
N/A—18,735-18,735-100%$2.4M———
Heritage Wealth Advisors
N/A—18,619-18,619-100%$2.4M———
National Philanthropic Trust
N/A—18,602-18,602-100%$2.4M———
Wealthquest Corp
N/A—18,468-18,468-100%$2.4M———
NCM Capital Management, LLC
N/A—18,441-18,441-100%$2.4M———
Kera Capital Partners, Inc.
N/A—18,314-18,314-100%$2.4M———
Quest Investment Management LLC
N/A—18,000-18,000-100%$2.3M———
PCM Encore, LLC
N/A—17,958-17,958-100%$2.3M———
Wills Financial Group LLC
N/A—17,931-17,931-100%$2.3M———
Trivium Point Advisory, LLC
N/A—17,671-17,671-100%$2.3M———
Thoroughbred Financial Services, LLC
N/A—17,635-17,635-100%$2.3M———
Whalerock Point Partners, LLC
N/A—17,615-17,615-100%$2.3M———
BSW Wealth Partners
N/A—17,580-17,580-100%$2.3M———
Webster Bank, N. A.
N/A—17,577-17,577-100%$2.3M———
Berkeley Capital Partners, LLC
N/A—17,441-17,441-100%$2.2M———
Christine Messmer PC
N/A—17,432-17,432-100%$2.2M———
Puzo Michael J
N/A—17,353-17,353-100%$2.2M———
LeClair Wealth Partners LLC
N/A—17,254-17,254-100%$2.2M———
Rothschild Wealth LLC
N/A—17,037-17,037-100%$2.2M———
Wulff, Hansen & Co.
N/A—16,940-16,940-100%$2.2M———
Transamerica Financial Advisors, LLC
N/A—16,868-16,868-100%$2.2M———
OAK Associates LTD
N/A—16,835-16,835-100%$2.2M———
Walsky Investment Management, Inc.
N/A—16,605-16,605-100%$2.1M———
Sivia Capital Partners, LLC
N/A—16,440-16,440-100%$2.1M———
Diamant Asset Management, Inc.
N/A—16,370-16,370-100%$2.1M———
Virtus Investment Advisers, LLC
N/A—16,352-16,352-100%$2.1M———
Caerus Investment Advisors, LLC
N/A—16,326-16,326-100%$2.1M———
Heartland Bank & Trust Co
N/A—16,296-16,296-100%$2.1M———
Navalign, LLC
N/A—16,140-16,140-100%$2.1M———
MJP Associates Inc
N/A—16,086-16,086-100%$2.1M———
First Foundation Advisors
N/A—16,084-16,084-100%$2.1M———
Chesapeake Asset Management LLC
N/A—15,999-15,999-100%$2.1M———
Martin & Co Inc
N/A—15,985-15,985-100%$2.1M———
Founders Financial Alliance, LLC
N/A—15,983-15,983-100%$2.1M———
44 Wealth Management LLC
N/A—15,847-15,847-100%$2.0M———
Monetary Management Group Inc
N/A—15,685-15,685-100%$2.0M———
Summit Wealth Partners, LLC
N/A—15,653-15,653-100%$2.0M———
Segall Bryant & Hamill, LLC
N/A—15,632-15,632-100%$2.0M———
Sunflower Bank, N.A.
N/A—15,623-15,623-100%$2.0M———
Wealth Management Associates, Inc.
N/A—15,581-15,581-100%$2.0M———
South Plains Financial, Inc.
N/A—15,578-15,578-100%$2.0M———
Somerville Kurt F
N/A—15,539-15,539-100%$2.0M———
Empirical Asset Management, LLC
N/A—15,535-15,535-100%$2.0M———
Schonfeld Strategic Advisors LLC
N/A—15,528-15,528-100%$2.0M———
Quadrature Capital Ltd
N/A—15,260-15,260-100%$2.0M———
LRI Investments, LLC
N/A—15,221-15,221-100%$2.0M———
Keynote Financial Services LLC
N/A—15,028-15,028-100%$1.9M———
Chesapeake Wealth Management
N/A—15,024-15,024-100%$1.9M———
Evelyn Partners Group Ltd
N/A—14,867-14,867-100%$1.9M———
Meiji Yasuda Life Insurance Co
N/A—14,833-14,833-100%$1.9M———
Lionhunter Capital Management, LLC
N/A—14,789-14,789-100%$1.9M———
Stance Capital LLC
N/A—14,779-14,779-100%$1.9M———
Headinvest, LLC
N/A—14,769-14,769-100%$1.9M———
Cascade Financial Partners, LLC
N/A—14,746-14,746-100%$1.9M———
LOS Angeles Capital Management LLC
N/A—14,635-14,635-100%$1.9M———
Wisconsin Capital Management LLC
N/A—14,510-14,510-100%$1.9M———
Elgethun Capital Management
N/A—14,495-14,495-100%$1.9M———
Geneos Wealth Management Inc.
N/A—14,481-14,481-100%$1.9M———
Arvest Bank Trust Division
N/A—14,386-14,386-100%$1.8M———
OneAscent Financial Services LLC
N/A—14,305-14,305-100%$1.8M———
Cladis Investment Advisory, LLC
N/A—14,225-14,225-100%$1.8M———
Trustmark Bank Trust Department
N/A—14,128-14,128-100%$1.8M———
LM Advisors LLC
N/A—14,000-14,000-100%$1.8M———
V. M. Manning & Co., Inc.
N/A—13,988-13,988-100%$1.8M———
Chilton Investment Co Inc.
N/A—13,953-13,953-100%$1.8M———
Vanguard National Trust Co
N/A—13,832-13,832-100%$1.8M———
Triton Financial Group Inc
N/A—13,829-13,829-100%$1.8M———
Jupiter Wealth Management LLC
N/A—13,800-13,800-100%$1.8M———
Stonebridge Capital Management Inc
N/A—13,790-13,790-100%$1.8M———
Van Hulzen Asset Management, LLC
N/A—13,759-13,759-100%$1.8M———
Boxwood Ventures, Inc.
N/A—13,563-13,563-100%$1.7M———
Hexagon Capital Partners LLC
N/A—13,420-13,420-100%$1.7M———
Shufro Rose & Co LLC
N/A—13,397-13,397-100%$1.7M———
Marex Group Ltd
N/A—13,315-13,315-100%$1.7M———
Avalon Trust Co
N/A—13,249-13,249-100%$1.7M———
Klcm Advisors, Inc.
N/A—13,218-13,218-100%$1.7M———
SageGuard Financial Group, LLC
N/A—13,061-13,061-100%$1.7M———
Ashford Capital Management Inc
N/A—13,034-13,034-100%$1.7M———
Strategic Wealth Partners, Ltd.
N/A—12,974-12,974-100%$1.7M———
North Dallas Bank & Trust Co
N/A—12,908-12,908-100%$1.7M———
Dover Advisors, LLC
N/A—12,880-12,880-100%$1.4M———
Pingora Partners LLC
N/A—12,879-12,879-100%$1.7M———
Coastwise Capital Group, LLC
N/A—12,825-12,825-100%$1.6M———
Portland Global Advisors LLC
N/A—12,785-12,785-100%$1.6M———
Payne Capital Management, LLC
N/A—12,775-12,775-100%$1.6M———
Cambient Family Office, LLC
N/A—12,738-12,738-100%$1.6M———
Southeast Asset Advisors, LLC
N/A—12,706-12,706-100%$1.6M———
West Family Investments, Inc.
N/A—12,703-12,703-100%$1.6M———
Kiley Juergens Wealth Management, LLC
N/A—12,629-12,629-100%$1.6M———
Anchor Bay Capital, Inc.
N/A—12,598-12,598-100%$1.6M———
Cape ANN Savings Bank
N/A—12,549-12,549-100%$1.6M———
Jackson, Grant Investment Advisers, Inc.
N/A—12,533-12,533-100%$1.6M———
Delta Asset Management LLC
N/A—12,334-12,334-100%$1.6M———
Brave Asset Management Inc
N/A—12,299-12,299-100%$1.6M———
Schulhoff & Co Inc
N/A—12,263-12,263-100%$1.6M———
Tanglewood Legacy Advisors, LLC
N/A—12,210-12,210-100%$1.6M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—12,190-12,190-100%$1.6M———
Hilltop Partners LLC
N/A—12,139-12,139-100%$1.6M———
Garrison Point Advisors, LLC
N/A—12,116-12,116-100%$1.6M———
Zuckerman Investment Group, LLC
N/A—12,036-12,036-100%$1.5M———
Jackson Thornton Wealth Management, LLC
N/A—12,006-12,006-100%$1.5M———
Alan B Lancz & Associates, Inc.
N/A—11,973-11,973-100%$1.5M———
Banco de Sabadell, S.a
N/A—11,969-11,969-100%$1.5M———
First Dallas Securities Inc.
N/A—11,944-11,944-100%$1.5M———
Doheny Asset Management
N/A—11,940-11,940-100%$1.5M———
Centaurus Financial, Inc.
N/A—11,912-11,912-100%$1.5M———
GeoWealth Management, LLC
N/A—11,907-11,907-100%$1.5M———
Mosaic Family Wealth Partners, LLC
N/A—11,904-11,904-100%$1.5M———
All Terrain Financial Advisors, LLC
N/A—11,900-11,900-100%$1.5M———
Richard W. Paul & Associates, LLC
N/A—11,886-11,886-100%$1.5M———
Aureus Asset Management, LLC
N/A—11,833-11,833-100%$1.5M———
Widmann Financial Services, Inc.
N/A—11,831-11,831-100%$1.5M———
Wallace Capital Management Inc.
N/A—11,829-11,829-100%$1.5M———
Godshalk Welsh Capital Management, Inc.
N/A—11,735-11,735-100%$1.5M———
Barnes Pettey Financial Advisors, LLC
N/A—11,611-11,611-100%$1.5M———
Pinnacle Holdings, LLC
N/A—11,571-11,571-100%$1.5M———
MidFirst Bank
N/A—11,438-11,438-100%$1.5M———
Capital Fund Management S.A.
N/A—11,423-11,423-100%$1.5M———
New Republic Capital, LLC
N/A—11,402-11,402-100%$1.5M———
Caption Management, LLC
N/A—11,400-11,400-100%$1.5M———
Ark Wealth Advisors LLC
N/A—11,374-11,374-100%$1.5M———
Bank Hapoalim BM
N/A—11,273-11,273-100%$1.4M———
Hardman Johnston Global Advisors LLC
N/A—11,210-11,210-100%$1.4M———
Rogco, LP
N/A—11,143-11,143-100%$1.4M———
CVA Family Office, LLC
N/A—11,140-11,140-100%$1.4M———
Cambria Investment Management, L.P.
N/A—11,069-11,069-100%$1.4M———
Annandale Capital, LLC
N/A—11,035-11,035-100%$1.4M———
Headlands Technologies LLC
N/A—10,997-10,997-100%$1.4M———
W1m Asset Management Ltd
N/A—10,993-10,993-100%$1.4M———
North Star Asset Management Inc
N/A—10,981-10,981-100%$1.4M———
Weaver C. Barksdale & Associates, Inc.
N/A—10,979-10,979-100%$1.4M———
Wimmer Associates 1, LLC
N/A—10,952-10,952-100%$1.4M———
Drive Wealth Management, LLC
N/A—10,904-10,904-100%$1.4M———
Apriem Advisors
N/A—10,808-10,808-100%$1.4M———
Marble Wealth, LLC
N/A—10,741-10,741-100%$1.4M———
WNY Asset Management, LLC
N/A—10,678-10,678-100%$1.4M———
Payne Capital LLC
N/A—10,637-10,637-100%$1.4M———
Venturi Wealth Management, LLC
N/A—10,622-10,622-100%$1.4M———
Millstone Evans Group, LLC
N/A—10,569-10,569-100%$1.4M———
Crewe Advisors LLC
N/A—10,490-10,490-100%$1.3M———
Severin Investments, LLC
N/A—10,464-10,464-100%$1.3M———
Dynasty Wealth Management, LLC
N/A—10,391-10,391-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—10,347-10,347-100%$1.3M———
Quotient Wealth Partners, LLC
N/A—10,346-10,346-100%$1.3M———
Defiance ETFs, LLC
N/A—10,312-10,312-100%$1.3M———
VeraBank, N.A.
N/A—10,222-10,222-100%$1.3M———
CSS LLC
N/A—10,210-10,210-100%$1.3M———
Spirepoint Private Client, LLC
N/A—10,184-10,184-100%$1.3M———
CSM Advisors, LLC
N/A—10,162-10,162-100%$1.3M———
Notis-McConarty Edward
N/A—10,150-10,150-100%$1.3M———
Plotkin Financial Advisors, LLC
N/A—10,131-10,131-100%$1.3M———
First Washington Corp
N/A—10,130-10,130-100%$1.3M———
Graybill Wealth Management, Ltd.
N/A—10,047-10,047-100%$1.3M———
Round Rock Advisors LLC
N/A—9,901-9,901-100%$1.3M———
Piedmont Capital Management, LLC
N/A—9,878-9,878-100%$1.2M———
Continuum Advisory, LLC
N/A—9,850-9,850-100%$1.3M———
Trustco Bank Corp N Y
N/A—9,841-9,841-100%$1.3M———
Evernest Financial Advisors, LLC
N/A—9,826-9,826-100%$1.3M———
Capital Advisors Inc
N/A—9,821-9,821-100%$1.3M———
Chase Investment Counsel Corp
N/A—9,815-9,815-100%$1.3M———
GW&K Investment Management, LLC
N/A—9,792-9,792-100%$1.3M———
Intrinsic Value Partners, LLC
N/A—9,767-9,767-100%$1.3M———
Chesapeake Capital Corp
N/A—9,736-9,736-100%$1.3M———
Calton & Associates, Inc.
N/A—9,693-9,693-100%$1.2M———
Patron Partners, LLC
N/A—9,663-9,663-100%$1.2M———
Kidder Stephen W
N/A—9,608-9,608-100%$1.2M———
Taylor Hoffman Capital Management LLC
N/A—9,585-9,585-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—9,556-9,556-100%$1.2M———
Guardian Wealth Advisors, LLC / NC
N/A—9,528-9,528-100%$1.2M———
Pinnacle West Asset Management, Inc.
N/A—9,470-9,470-100%$1.2M———
Pettee Investors, Inc.
N/A—9,465-9,465-100%$1.2M———
Constant Guidance Financial LLC
N/A—9,440-9,440-100%$1.2M———
Intellectus Partners, LLC
N/A—9,435-9,435-100%$1.2M———
Everpar Advisors LLC
N/A—9,417-9,417-100%$1.2M———
Optas, LLC
N/A—9,402-9,402-100%$1.2M———
Faithward Advisors, LLC
N/A—9,353-9,353-100%$1.2M———
Farmers National Bank
N/A—9,329-9,329-100%$1.2M———
Everstar Asset Management, LLC
N/A—9,312-9,312-100%$1.2M———
Quent Capital, LLC
N/A—9,312-9,312-100%$1.2M———
Onex Canada Asset Management Inc.
N/A—9,303-9,303-100%$1.2M———
Lafayette Investments, Inc.
N/A—9,275-9,275-100%$1.2M———
Frisch Financial Group, Inc.
N/A—9,241-9,241-100%$1.2M———
Gilbert & Cook, Inc.
N/A—9,210-9,210-100%$1.2M———
Caldwell Sutter Capital, Inc.
N/A—9,164-9,164-100%$1.2M———
Cofg Advisors, LLC
N/A—9,159-9,159-100%$1.2M———
Stonebridge Financial Group, LLC
N/A—9,139-9,139-100%$1.2M———
Oxford Wealth Group, LLC
N/A—9,125-9,125-100%$1.2M———
Schnieders Capital Management, Llc.
N/A—9,070-9,070-100%$1.2M———
Kapstone Financial Advisors LLC
N/A—8,968-8,968-100%$1.2M———
49 Wealth Management, LLC
N/A—8,956-8,956-100%$1.2M———
Alongside, LLC
N/A—8,956-8,956-100%$1.2M———
Tulsa Wealth Advisors, Inc
N/A—8,937-8,937-100%$1.1M———
Sagewood Asset Management LP
N/A—8,934-8,934-100%$1.1M———
Glen Eagle Advisors, LLC
N/A—8,886-8,886-100%$1.1M———
CoreFirst Bank & Trust
N/A—8,877-8,877-100%$1.1M———
L2 Asset Management, LLC
N/A—8,861-8,861-100%$1.1M———
Hikari Tsushin, Inc.
N/A—8,812-8,812-100%$1.1M———
Reliant Investment Partners, LLC
N/A—8,800-8,800-100%$1.1M———
Advisory Alpha, LLC
N/A—8,797-8,797-100%$1.1M———
Yarger Wealth Strategies, LLC
N/A—8,782-8,782-100%$1.1M———
Baldwin Investment Management, LLC
N/A—8,728-8,728-100%$1.1M———
Compass Capital Corp
N/A—8,689-8,689-100%$1.1M———
Colonial Trust Advisors
N/A—8,658-8,658-100%$1.1M———
Tyche Wealth Partners LLC
N/A—8,583-8,583-100%$1.1M———
Cape COD Five Cents Savings Bank
N/A—8,577-8,577-100%$1.1M———
BBR Partners, LLC
N/A—8,577-8,577-100%$1.1M———
Matrix Private Capital Group LLC
N/A—8,551-8,551-100%$1.1M———
Fortress Private Ledger, LLC
N/A—8,543-8,543-100%$1.1M———
Dark Forest Capital Management LP
N/A—8,518-8,518-100%$1.1M———
Financial Engines Advisors L.L.C.
N/A—8,510-8,510-100%$1.1M———
Mrwm Advisors, LLC
N/A—8,433-8,433-100%$1.1M———
Aurdan Capital Management, LLC
N/A—8,418-8,418-100%$1.1M———
Berger Financial Group, Inc
N/A—8,364-8,364-100%$1.1M———
Edentree Asset Management Ltd
N/A—8,340-8,340-100%$1.1M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—8,338-8,338-100%$1.1M———
T. Rowe Price Investment Management, Inc.
N/A—8,336-8,336-100%$1.1M———
Capstone Financial Advisors, Inc.
N/A—8,309-8,309-100%$1.1M———
Main Street Research LLC
N/A—8,298-8,298-100%$1.1M———
Generation Capital Management LLC
N/A—8,294-8,294-100%$1.1M———
Hartford Funds Management Co LLC
N/A—8,223-8,223-100%$1.1M———
AssuredPartners Investment Advisors, LLC
N/A—8,218-8,218-100%$1.1M———
SGL Investment Advisors, Inc.
N/A—8,197-8,197-100%$1.1M———
Sittner & Nelson, LLC
N/A—8,165-8,165-100%$1.0M———
Cary Street Partners Investment Advisory LLC
N/A—8,104-8,104-100%$1.0M———
Polymer Capital Management (HK) LTD
N/A—8,100-8,100-100%$1.0M———
Wilkinson Global Asset Management LLC
N/A—8,090-8,090-100%$1.0M———
Iron Gate Global Advisors LLC
N/A—8,077-8,077-100%$1.0M———
Basecamp Wealth Advisors LLC
N/A—8,064-8,064-100%$1.0M———
Madison Wealth Partners, Inc
N/A—8,024-8,024-100%$1.0M———
LOM Asset Management Ltd
N/A—8,021-8,021-100%$1.0M———
SBI Okasan Asset Management Co.Ltd.
N/A—8,000-8,000-100%$1.0M———
King Wealth Management Group
N/A—7,948-7,948-100%$1.0M———
Rexford Capital Inc
N/A—7,926-7,926-100%$1.0M———
Orion Capital Management LLC
N/A—7,922-7,922-100%$1.0M———
Ames National Corp
N/A—7,854-7,854-100%$1.0M———
Bogart Wealth, LLC
N/A—7,849-7,849-100%$1.0M———
Karani Asset Management LLC
N/A—7,836-7,836-100%$1.0M———
Prepared Retirement Institute LLC
N/A—7,753-7,753-100%$996.3K———
Talon Private Wealth, LLC
N/A—7,741-7,741-100%$994.7K———
Edgewood Management LLC
N/A—7,718-7,718-100%$991.8K———
Ellenbecker Investment Group
N/A—7,714-7,714-100%$991.4K———
17 Capital Partners, LLC
N/A—7,704-7,704-100%$990.0K———
F/m Investments LLC
N/A—7,674-7,674-100%$986.1K———
Fort Point Capital Partners LLC
N/A—7,670-7,670-100%$992.1K———
Octavia Wealth Advisors, LLC
N/A—7,648-7,648-100%$989.3K———
Mosaic Financial Group, LLC
N/A—7,641-7,641-100%$982.0K———
Athena Investment Management
N/A—7,598-7,598-100%$976.4K———
Meadowbrook Advisors Group, LLC
N/A—7,576-7,576-100%$973.5K———
Tevis Investment Management
N/A—7,534-7,534-100%$974.5K———
Red Wave Investments LLC
N/A—7,500-7,500-100%$963.8K———
Roehl & Yi Investment Advisors, LLC
N/A—7,486-7,486-100%$961.9K———
Mizuho Markets Cayman LP
N/A—7,473-7,473-100%$960.3K———
CIM Investment Management Inc
N/A—7,447-7,447-100%$956.9K———
TRB Wealth Management, LLC
N/A—7,434-7,434-100%$955.3K———
SOA Wealth Advisors, Llc.
N/A—7,342-7,342-100%$943.4K———
Resurgent Financial Advisors LLC
N/A—7,331-7,331-100%$942.0K———
Old North State Trust, LLC
N/A—7,326-7,326-100%$941.0K———
Systematic Financial Management LP
N/A—7,300-7,300-100%$938.1K———
US Asset Management LLC
N/A—7,277-7,277-100%$935.1K———
Port Capital LLC
N/A—7,247-7,247-100%$931.2K———
Concentric Capital Strategies, LP
N/A—7,217-7,217-100%$927.4K———
Wrapmanager Inc
N/A—7,185-7,185-100%$923.3K———
Affinity Investment Advisors, LLC
N/A—7,172-7,172-100%$921.6K———
Cercano Management LLC
N/A—7,156-7,156-100%$919.5K———
Resolute Wealth Strategies, LLC
N/A—7,143-7,143-100%$917.8K———
Greenwich Wealth Management LLC
N/A—7,081-7,081-100%$910.0K———
Knightsbridge Asset Management, LLC
N/A—7,055-7,055-100%$906.5K———
Cetera Trust Company, N.a
N/A—7,054-7,054-100%$906.4K———
Duncan Williams Asset Management, LLC
N/A—7,052-7,052-100%$906.2K———
Centennial Bank
N/A—7,051-7,051-100%$906.1K———
Colonial Trust Co / SC
N/A—6,995-6,995-100%$898.8K———
Impact Partnership Wealth, LLC
N/A—6,993-6,993-100%$898.7K———
Lbmc Investment Advisors, LLC
N/A—6,967-6,967-100%$895.3K———
JT Stratford LLC
N/A—6,964-6,964-100%$894.8K———
Baron Silver Stevens Financial Advisors, LLC
N/A—6,964-6,964-100%$894.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,962-6,962-100%$894.6K———
Asset Management Group, Inc.
N/A—6,960-6,960-100%$894.3K———
Ethos Financial Group, LLC
N/A—6,957-6,957-100%$906.9K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—6,865-6,865-100%$882.2K———
Hemenway Trust Co LLC
N/A—6,860-6,860-100%$881.5K———
Crews Bank & Trust
N/A—6,824-6,824-100%$876.9K———
Eldridge Investment Advisors, Inc.
N/A—6,799-6,799-100%$873.7K———
SHP Wealth Management
N/A—6,781-6,781-100%$871.4K———
TFR Capital, Llc.
N/A—6,757-6,757-100%$868.3K———
Cyber Hornet ETFs LLC
N/A—6,727-6,727-100%$864.4K———
BCS Private Wealth Management, Inc.
N/A—6,712-6,712-100%$868.2K———
Strategic Investment Advisors / MI
N/A—6,694-6,694-100%$860.2K———
Phillips Wealth Planners LLC
N/A—6,685-6,685-100%$861.4K———
Hills Bank & Trust Co
N/A—6,571-6,571-100%$844.4K———
Chancellor Financial Group WB LP
N/A—6,526-6,526-100%$838.7K———
Tiemann Investment Advisors, LLC
N/A—6,492-6,492-100%$834.2K———
Fielder Capital Group LLC
N/A—6,488-6,488-100%$833.8K———
OneAscent Family Office, LLC
N/A—6,470-6,470-100%$831.5K———
Park Place Capital Corp
N/A—6,461-6,461-100%$830.8K———
one8zero8, LLC
N/A—6,460-6,460-100%$830.1K———
Range Advisory, LLC
N/A—6,452-6,452-100%$829.1K———
Boyar Asset Management Inc.
N/A—6,406-6,406-100%$823.2K———
AFT, Forsyth & Company, Inc.
N/A—6,394-6,394-100%$821.6K———
First Western Trust Bank
N/A—6,333-6,333-100%$813.8K———
Summitry LLC
N/A—6,279-6,279-100%$806.9K———
Longfellow Investment Management Co LLC
N/A—6,257-6,257-100%$804.0K———
Westbourne Investments, Inc.
N/A—6,254-6,254-100%$803.6K———
Aspire Growth Partners LLC
N/A—6,241-6,241-100%$802.0K———
Stokes Family Office, LLC
N/A—6,187-6,187-100%$795.0K———
Retirement Income Solutions, Inc
N/A—6,163-6,163-100%$741.3K———
Destination Wealth Management
N/A—6,119-6,119-100%$786.2K———
Innovative Asset Advisors Group, LLC
N/A—6,088-6,088-100%$787.5K———
Roberts Glore & Co Inc
N/A—6,037-6,037-100%$775.8K———
denkapparat Operations GmbH
N/A—5,946-5,946-100%$764.1K———
Granite Harbor Advisors, Inc.
N/A—5,942-5,942-100%$763.5K———
KDT Advisors, LLC
N/A—5,926-5,926-100%$761.5K———
Lathrop Investment Management Co
N/A—5,866-5,866-100%$754.0K———
Traub Capital Management LLC
N/A—5,859-5,859-100%$752.9K———
Gallagher Fiduciary Advisors, LLC
N/A—5,849-5,849-100%$751.6K———
Beta Wealth Group, Inc.
N/A—5,822-5,822-100%$748.2K———
Ponta Wealth Partners, LLC
N/A—5,816-5,816-100%$747.4K———
Hodges Capital Management Inc.
N/A—5,714-5,714-100%$734.3K———
Alteri Wealth LLC
N/A—5,712-5,712-100%$734.0K———
American Alpha Advisors, LLC
N/A—5,707-5,707-100%$733.4K———
Pring Turner Capital Group Inc
N/A—5,659-5,659-100%$726.5K———
Delta Investment Management, LLC
N/A—5,643-5,643-100%$725.2K———
Khazanah Nasional Berhad
N/A—5,614-5,614-100%$721.4K———
Hill Investment Group Partners, LLC
N/A—5,614-5,614-100%$721.4K———
Beto Financial Group, LLC
N/A—5,575-5,575-100%$693.5K———
Second Line Capital, LLC
N/A—5,534-5,534-100%$715.8K———
Bank of Marin
N/A—5,522-5,522-100%$709.6K———
Seeds Investor LLC
N/A—5,502-5,502-100%$707.0K———
RFP Financial Group LLC
N/A—5,494-5,494-100%$706.0K———
GTS Securities LLC
N/A—5,462-5,462-100%$701.9K———
Dempze Nancy E
N/A—5,455-5,455-100%$701.0K———
O'rourke & Company, Inc
N/A—5,424-5,424-100%$697.0K———
Leigh Baldwin & Co., LLC
N/A—5,407-5,407-100%$694.7K———
Centiva Capital, LP
N/A—5,405-5,405-100%$694.5K———
Sender Co & Partners, Inc.
N/A—5,404-5,404-100%$694.4K———
HHM Wealth Advisors, LLC
N/A—5,402-5,402-100%$694.2K———
Strathmore Capital Advisors, Inc.
N/A—5,400-5,400-100%$681.8K———
Perennial Investment Advisors, LLC
N/A—5,358-5,358-100%$688.6K———
Stonebrook Private Inc.
N/A—5,341-5,341-100%$686.4K———
Zevin Asset Management LLC
N/A—5,318-5,318-100%$683.4K———
Easterly Investment Partners LLC
N/A—5,300-5,300-100%$681.1K———
Steadtrust LLC
N/A—5,299-5,299-100%$680.9K———
Rialto Wealth Management, LLC
N/A—5,295-5,295-100%$680.4K———
Maxele Advisors, LLC
N/A—5,271-5,271-100%$677.4K———
Mendel Capital Management LLC
N/A—5,263-5,263-100%$676.3K———
Carr Financial Group Corp
N/A—5,252-5,252-100%$674.9K———
Vantus Wealth LLC
N/A—5,250-5,250-100%$674.6K———
Atlas Capital Advisors Inc.
N/A—5,216-5,216-100%$670.3K———
MOR Wealth Management, LLC
N/A—5,136-5,136-100%$660.0K———
Beacon Investment Advisors LLC
N/A—5,120-5,120-100%$658.0K———
Topsail Wealth Management, LLC
N/A—5,112-5,112-100%$661.2K———
McLaughlin Asset Management, Inc.
N/A—5,110-5,110-100%$656.9K———
Fortis Capital Advisors, LLC
N/A—5,018-5,018-100%$644.8K———
Westmount Partners, LLC
N/A—5,013-5,013-100%$644.1K———
Snowwater Investment Partners, LLC
N/A—4,988-4,988-100%$645.1K———
Element Wealth, LLC
N/A—4,981-4,981-100%$640.0K———
Wealthspire Retirement, LLC
N/A—4,976-4,976-100%$639.4K———
Novak & Powell Financial Services, Inc.
N/A—4,975-4,975-100%$639.3K———
Redwood Investment Management, LLC
N/A—4,933-4,933-100%$634.0K———
Palumbo Wealth Management LLC
N/A—4,918-4,918-100%$631.9K———
Members Trust Co
N/A—4,917-4,917-100%$631.8K———
Hollencrest Capital Management
N/A—4,878-4,878-100%$626.9K———
Operose Advisors LLC
N/A—4,872-4,872-100%$626.1K———
MWA Asset Management
N/A—4,866-4,866-100%$625.3K———
Keyvantage Wealth, LLC
N/A—4,857-4,857-100%$624.1K———
360 Financial, Inc.
N/A—4,833-4,833-100%$621.1K———
Secured Retirement Advisors, LLC
N/A—4,813-4,813-100%$618.5K———
Sovereign Financial Group, Inc.
N/A—4,808-4,808-100%$617.8K———
Campion Asset Management
N/A—4,806-4,806-100%$617.6K———
Elefante Mark B
N/A—4,800-4,800-100%$616.8K———
Financial Advisors Network, Inc.
N/A—4,759-4,759-100%$611.5K———
Core Wealth Advisors, Inc.
N/A—4,713-4,713-100%$605.6K———
Tower Wealth Partners, Inc.
N/A—4,683-4,683-100%$601.7K———
Mirabaud Asset Management Ltd
N/A—4,675-4,675-100%$604.9K———
Lumbard & Kellner, LLC
N/A—4,671-4,671-100%$600.2K———
Steigerwald, Gordon & Koch Inc.
N/A—4,655-4,655-100%$598.1K———
Birchcreek Wealth Management, LLC
N/A—4,652-4,652-100%$597.8K———
Cornerstone Capital, Inc.
N/A—4,642-4,642-100%$596.5K———
Keating Financial Advisory Services, Inc.
N/A—4,606-4,606-100%$591.9K———
Lakeridge Wealth Management LLC
N/A—4,588-4,588-100%$589.6K———
Atlas Legacy Advisors, LLC
N/A—4,578-4,578-100%$567.2K———
Mathes Company, Inc.
N/A—4,565-4,565-100%$587.0K———
United Bank
N/A—4,553-4,553-100%$585.1K———
FourThought Financial Partners, LLC
N/A—4,550-4,550-100%$584.6K———
FCA Corp
N/A—4,550-4,550-100%$584.6K———
Cardiff Park Advisors, LLC
N/A—4,546-4,546-100%$584.2K———
Meramec Financial Planners, LLC
N/A—4,542-4,542-100%$593.9K———
Summit Wealth & Retirement Planning, Inc.
N/A—4,503-4,503-100%$578.6K———
Kinloch Capital, LLC
N/A—4,497-4,497-100%$577.9K———
OneAscent Wealth Management LLC
N/A—4,489-4,489-100%$576.8K———
X-Square Capital, LLC
N/A—4,449-4,449-100%$572.0K———
Cahill Financial Advisors Inc
N/A—4,446-4,446-100%$571.4K———
Flatrock Wealth Partners LLC
N/A—4,437-4,437-100%$574.0K———
Fullerton Fund Management Co Ltd.
N/A—4,433-4,433-100%$569.6K———
Saiph Capital, LLC
N/A—4,425-4,425-100%$568.6K———
EWA, LLC
N/A—4,403-4,403-100%$565.7K———
Florida Financial Advisors, LLC
N/A—4,403-4,403-100%$565.9K———
Palogic Value Management, L.P.
N/A—4,395-4,395-100%$564.8K———
Goldstone Financial Group, LLC
N/A—4,391-4,391-100%$564.2K———
Campbell Deegan Wealth Management, LLC
N/A—4,327-4,327-100%$556.0K———
Joule Financial, LLC
N/A—4,322-4,322-100%$555.4K———
Tiaa Trust, National Association
N/A—4,317-4,317-100%$554.7K———
Summit Wealth Group, LLC
N/A—4,302-4,302-100%$552.8K———
Tudor Financial Inc.
N/A—4,288-4,288-100%$551.1K———
Driehaus Capital Management LLC
N/A—4,287-4,287-100%$550.9K———
Houlihan Financial Resource Group, Ltd.
N/A—4,227-4,227-100%$543.2K———
Alesco Advisors, LLC, An ESL Co
N/A—4,220-4,220-100%$542.3K———
Hall Capital Management Co Inc
N/A—4,183-4,183-100%$537.5K———
Omnia Family Wealth, LLC
N/A—4,179-4,179-100%$540.6K———
Ameriflex Group, Inc.
N/A—4,176-4,176-100%$536.7K———
Oxford Financial Group, Ltd. LLC
N/A—4,171-4,171-100%$536.0K———
Aventura Private Wealth, LLC
N/A—4,130-4,130-100%$530.7K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—4,096-4,096-100%$526.3K———
Dividend Assets Capital, LLC
N/A—4,094-4,094-100%$526.1K———
Connors Investor Services Inc
N/A—4,065-4,065-100%$522.4K———
Pursuit Wealth Strategies, LLC
N/A—4,054-4,054-100%$520.9K———
Baltimore-Washington Financial Advisors, Inc.
N/A—4,049-4,049-100%$520.3K———
BOK Financial Private Wealth, Inc.
N/A—4,043-4,043-100%$523.3K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—4,020-4,020-100%$520.0K———
PeakShares LLC
N/A—4,018-4,018-100%$516.3K———
Nelson Capital Management, LLC
N/A—4,016-4,016-100%$516.1K———
Capstone Investment Advisors, LLC
N/A—4,009-4,009-100%$515.2K———
Davis Asset Management, L.P.
N/A—4,000-4,000-100%$514.0K———
Mpwm Advisory Solutions, LLC
N/A—3,993-3,993-100%$513.1K———
Bank of the Bluegrass & Trust Co.
N/A—3,991-3,991-100%$579.9K———
Z3 Capital Partners, LLC
N/A—3,968-3,968-100%$509.9K———
Concentrum Wealth Management
N/A—3,939-3,939-100%$506.1K———
City National Bank of Florida
N/A—3,935-3,935-100%$505.7K———
Bruce G. Allen Investments, LLC
N/A—3,934-3,934-100%$505.5K———
Crux Wealth Advisors
N/A—3,927-3,927-100%$504.7K———
Retirement Planning Group, LLC / NY
N/A—3,918-3,918-100%$506.8K———
One Charles Private Wealth Services, LLC
N/A—3,893-3,893-100%$500.2K———
Sienna Gestion
N/A—3,891-3,891-100%$509.0K———
Select Asset Management & Trust
N/A—3,876-3,876-100%$498.0K———
American Trust
N/A—3,865-3,865-100%$496.7K———
Bravera Wealth
N/A—3,860-3,860-100%$496.0K———
Legacy Wealth Advisors, LLC
N/A—3,848-3,848-100%$494.5K———
New World Advisors LLC
N/A—3,835-3,835-100%$492.8K———
Per Stirling Capital Management, Llc.
N/A—3,821-3,821-100%$491.0K———
Safeguard Investment Advisory Group, LLC
N/A—3,789-3,789-100%$487.0K———
BlackDiamond Wealth Management, LLC
N/A—3,785-3,785-100%$495.6K———
Odyssey Group, LLC
N/A—3,755-3,755-100%$482.5K———
Paces Ferry Wealth Advisors, LLC
N/A—3,748-3,748-100%$481.6K———
CacheTech Inc.
N/A—3,732-3,732-100%$479.6K———
JTC Employer Solutions Trustee Ltd
N/A—3,729-3,729-100%$479.0K———
Gentry Private Wealth, LLC
N/A—3,719-3,719-100%$477.9K———
Corus Family Wealth Advisors
N/A—3,712-3,712-100%$477.0K———
Fund Advisors of America Inc
N/A—3,708-3,708-100%$476.5K———
Dimension Capital Management LLC
N/A—3,704-3,704-100%$476.0K———
Aspen Grove Capital, LLC
N/A—3,683-3,683-100%$476.4K———
Bouchey Financial Group, Ltd.
N/A—3,672-3,672-100%$474.9K———
Orographic Financial Advisors, LLC
N/A—3,657-3,657-100%$486———
First National Advisers, LLC
N/A—3,651-3,651-100%$469.2K———
Polymer Capital Management (US) LLC
N/A—3,646-3,646-100%$468.5K———
St. Nicholas Private Asset Management, Inc
N/A—3,644-3,644-100%$468.3K———
Owen LaRue, LLC
N/A—3,615-3,615-100%$464.5K———
Somerset Group LLC
N/A—3,613-3,613-100%$446.4K———
Tradition Wealth Management, LLC
N/A—3,604-3,604-100%$463.1K———
Schrum Private Wealth Management LLC
N/A—3,603-3,603-100%$450.1K———
Harvest Fund Management Co., Ltd
N/A—3,600-3,600-100%$462.0K———
Lansing Street Advisors
N/A—3,594-3,594-100%$464.9K———
Westshore Wealth, LLC
N/A—3,592-3,592-100%$461.5K———
Wall Street Financial Group, Inc.
N/A—3,580-3,580-100%$460.0K———
Oxbow Advisors, LLC
N/A—3,575-3,575-100%$459.4K———
OneAscent Investment Solutions LLC
N/A—3,533-3,533-100%$454.0K———
Alexander Labrunerie & Co., Inc.
N/A—3,530-3,530-100%$453.6K———
Centric Wealth Management
N/A—3,525-3,525-100%$398.7K———
Security National Bank of Sioux City Iowa
N/A—3,514-3,514-100%$451.5K———
Liberty Square Wealth Partners LLC
N/A—3,508-3,508-100%$450.8K———
Jupiter Asset Management LTD
N/A—3,500-3,500-100%$449.8K———
Ironwood Investment Management LLC
N/A—3,494-3,494-100%$449.0K———
Kelman-Lazarov, Inc.
N/A—3,490-3,490-100%$448.4K———
Fi3 Financial Advisors, LLC
N/A—3,478-3,478-100%$275.4K———
Broyhill Asset Management, LLC
N/A—3,473-3,473-100%$446.3K———
Orleans Capital Management Corp
N/A—3,472-3,472-100%$446.2K———
Paragon Financial Partners, Inc.
N/A—3,439-3,439-100%$447.8K———
Mainstay Capital Management LLC
N/A—3,434-3,434-100%$441.2K———
Planning Alternatives LTD
N/A—3,428-3,428-100%$440.5K———
Viawealth, LLC
N/A—3,423-3,423-100%$439.9K———
RB Capital Management, LLC
N/A—3,400-3,400-100%$436.8K———
PCB Capital LLC
N/A—3,396-3,396-100%$436.4K———
South Street Advisors LLC
N/A—3,393-3,393-100%$436.0K———
S Harris Financial Group, LLC
N/A—3,390-3,390-100%$435.7K———
Liberty Wealth Management LLC
N/A—3,388-3,388-100%$407.1K———
Seascape Capital Management
N/A—3,373-3,373-100%$433.0K———
Krane Funds Advisors LLC
N/A—3,362-3,362-100%$432.0K———
German American Bancorp, Inc.
N/A—3,358-3,358-100%$431.5K———
Genesis Wealth Advisors, LLC
N/A—3,349-3,349-100%$430.3K———
Expressive Wealth LLC
N/A—3,332-3,332-100%$428.2K———
Intellus Advisors LLC
N/A—3,327-3,327-100%$427.5K———
Greenline Partners, LLC
N/A—3,313-3,313-100%$425.7K———
Highlander Partners, L.P.
N/A—3,300-3,300-100%$424.1K———
Sprott Inc.
N/A—3,300-3,300-100%$424.1K———
RD Lewis Holdings, Inc.
N/A—3,266-3,266-100%$425.0K———
Cauble & Harre Wealth Management, Inc.
N/A—3,262-3,262-100%$421.9K———
UP Strategic Wealth Investment Advisors LLC
N/A—3,256-3,256-100%$417.9K———
TD Capital Management LLC
N/A—3,219-3,219-100%$413.7K———
Bolthouse Investments, LLC
N/A—3,202-3,202-100%$411.4K———
Moment Partners, LLC
N/A—3,191-3,191-100%$412.8K———
Brookwood Investment Group LLC
N/A—3,181-3,181-100%$408.8K———
Alaethes Wealth, LLC
N/A—3,171-3,171-100%$410.1K———
Adar1 Capital Management, LLC
N/A—3,140-3,140-100%$403.5K———
nVerses Capital, LLC
N/A—3,139-3,139-100%$403.4K———
XTX Topco Ltd
N/A—3,125-3,125-100%$401.6K———
Samara Investment Management, LLC
N/A—3,122-3,122-100%$401.2K———
JPL Wealth Management, LLC
N/A—3,122-3,122-100%$401.2K———
Neo Ivy Capital Management
N/A—3,119-3,119-100%$400.8K———
Elm Partners Management LLC
N/A—3,116-3,116-100%$400.4K———
Knollwood Investment Advisory, LLC
N/A—3,100-3,100-100%$398.4K———
Advisors Preferred, LLC
N/A—3,092-3,092-100%$400.6K———
Mission Creek Capital Partners, Inc.
N/A—3,080-3,080-100%$395.8K———
Morris Financial Concepts, Inc.
N/A—3,079-3,079-100%$395.7K———
PIN OAK Investment Advisors Inc
N/A—3,079-3,079-100%$396.0K———
Pgim Custom Harvest LLC
N/A—3,066-3,066-100%$394.0K———
JMN Financial LLC
N/A—3,048-3,048-100%$394.2K———
Tilson Financial Group, Inc.
N/A—3,020-3,020-100%$388.1K———
Cascades Capital Asset Management, LLC
N/A—3,016-3,016-100%$387.5K———
Westfuller Advisors, LLC
N/A—3,016-3,016-100%$390.1K———
Northwest Quadrant Wealth Management, LLC
N/A—3,013-3,013-100%$387.2K———
Oakmont Advisory Group, LLC
N/A—3,005-3,005-100%$386.2K———
SummitTX Capital, L.P.
N/A—3,000-3,000-100%$385.5K———
Vista Investment Management
N/A—2,993-2,993-100%$384.6K———
J. M. Brown & Associates Inc.
N/A—2,974-2,974-100%$382.2K———
Hudson Portfolio Management LLC
N/A—2,961-2,961-100%$380.5K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—2,905-2,905-100%$373.3K———
Strategic Investment Solutions, Inc.
N/A—2,899-2,899-100%$372.5K———
Cedarwood Wealth LLC
N/A—2,889-2,889-100%$371.3K———
Parvin Asset Management, LLC
N/A—2,875-2,875-100%$369.4K———
Panoramic Investment Advisors, LLC
N/A—2,875-2,875-100%$369.4K———
Consilio Wealth Advisors, LLC
N/A—2,867-2,867-100%$368.5K———
Dorsey Wright & Associates
N/A—2,862-2,862-100%$367.8K———
Chelsea Counsel Co
N/A—2,840-2,840-100%$367.4K———
Henson-Edgewater Management, LLC
N/A—2,835-2,835-100%$376.8K———
Vantage Point Financial LLC
N/A—2,831-2,831-100%$363.8K———
Osborne Partners Capital Management, LLC
N/A—2,811-2,811-100%$361.2K———
Bank of Nova Scotia Trust Co
N/A—2,811-2,811-100%$361.2K———
JMG Financial Group, Ltd.
N/A—2,784-2,784-100%$357.7K———
Waterford Advisors, LLC
N/A—2,778-2,778-100%$357.0K———
Signet Private Wealth LLC
N/A—2,778-2,778-100%$357.0K———
Calydon Capital
N/A—2,772-2,772-100%$356.2K———
Sharp Wealth Advisory, LLC
N/A—2,771-2,771-100%$356.0K———
GWN Securities Inc.
N/A—2,769-2,769-100%$355.8K———
Financial Strategies Group, Inc.
N/A—2,765-2,765-100%$349.1K———
Vectors Research Management, LLC
N/A—2,747-2,747-100%$353.0K———
Pennington Partners & Co., LLC
N/A—2,745-2,745-100%$355.1K———
Fairview Capital Investment Management, LLC
N/A—2,741-2,741-100%$352.2K———
Rollins Financial Advisors, LLC
N/A—2,737-2,737-100%$351.7K———
Talisman Wealth Advisors LLC
N/A—2,735-2,735-100%$351.5K———
Laraway Financial Advisors Inc
N/A—2,729-2,729-100%$350.6K———
Winthrop Partners - WNY, LLC
N/A—2,722-2,722-100%$349.8K———
Yukon Wealth Management, Inc.
N/A—2,706-2,706-100%$347.8K———
Sfmg, LLC
N/A—2,704-2,704-100%$347.4K———
Prostatis Group LLC
N/A—2,700-2,700-100%$347.0K———
Gabelli & Co Investment Advisers, Inc.
N/A—2,700-2,700-100%$347.0K———
Bravias Capital Group, LLC
N/A—2,696-2,696-100%$346.4K———
Entelevest, LLC
N/A—2,685-2,685-100%$345.0K———
Magnolia Private Wealth, LLC
N/A—2,685-2,685-100%$345.0K———
Barnes Wealth Management Group, Inc
N/A—2,684-2,684-100%$344.9K———
Regimen Wealth, LLC
N/A—2,668-2,668-100%$342.8K———
First Long Island Investors, LLC
N/A—2,666-2,666-100%$342.6K———
Cura Wealth Advisors, LLC
N/A—2,665-2,665-100%$342.4K———
Corsicana & Co.
N/A—2,665-2,665-100%$342.5K———
Parkwoods Wealth Partners, LLC
N/A—2,651-2,651-100%$340.7K———
VestGen Investment Management
N/A—2,642-2,642-100%$339.5K———
Aspen Wealth Strategies, LLC
N/A—2,634-2,634-100%$338.5K———
Philadelphia Investment Partners, LLC
N/A—2,616-2,616-100%$354.6K———
Pasadena Private Wealth, LLC
N/A—2,615-2,615-100%$336.0K———
Hurricane Capital Advisors LLC
N/A—2,611-2,611-100%$335.5K———
Clarendon Private LLC
N/A—2,606-2,606-100%$334.9K———
Navellier & Associates Inc
N/A—2,600-2,600-100%$334.1K———
Wealth Advisors of Iowa, LLC
N/A—2,592-2,592-100%$333.0K———
CM Wealth Advisors LLC
N/A—2,585-2,585-100%$334.4K———
Voya Financial Advisors, Inc.
N/A—2,573-2,573-100%$332.9K———
First Commonwealth Financial Corp
N/A—2,552-2,552-100%$328.0K———
CFO4Life Group, LLC
N/A—2,549-2,549-100%$327.5K———
Sonoma Allocations LLC
N/A—2,548-2,548-100%$322.6K———
Clare Market Investments LLC
N/A—2,548-2,548-100%$327.4K———
V2 Financial group LLC
N/A—2,537-2,537-100%$326.0K———
Fortune Financial Advisors, LLC
N/A—2,535-2,535-100%$325.7K———
Acorns Advisers, LLC
N/A—2,527-2,527-100%$325.0K———
Measured Wealth Private Client Group, LLC
N/A—2,518-2,518-100%$323.6K———
Osterweis Capital Management Inc
N/A—2,511-2,511-100%$322.7K———
J.E. Simmons & Co., P.C.
N/A—2,503-2,503-100%$321.6K———
Harvey Capital Management Inc
N/A—2,497-2,497-100%$320.9K———
Spartan Wealth Advisory Services LLC
N/A—2,497-2,497-100%$320.8K———
FSA Advisors, Inc.
N/A—2,497-2,497-100%$320.6K———
GSA Capital Partners LLP
N/A—2,493-2,493-100%$320.0K———
Verdad Advisers, LP
N/A—2,483-2,483-100%$319.1K———
American Trust Investment Advisors, LLC
N/A—2,483-2,483-100%$319.1K———
Fieldview Capital Management, LLC
N/A—2,481-2,481-100%$318.8K———
WealthShield Partners, LLC
N/A—2,477-2,477-100%$320.4K———
Inspire Advisors, LLC
N/A—2,474-2,474-100%$316.3K———
Quantum Portfolio Management LLC
N/A—2,465-2,465-100%$316.8K———
N.E.W. Advisory Services LLC
N/A—2,449-2,449-100%$314.7K———
Pine Harbor Wealth Management, LLC
N/A—2,437-2,437-100%$313.1K———
Panoramic Capital Partners, LLC
N/A—2,436-2,436-100%$313.0K———
Brio Consultants, LLC
N/A—2,428-2,428-100%$312.0K———
Strait & Sound Wealth Management LLC
N/A—2,424-2,424-100%$311.5K———
Wealthedge Investment Advisors, LLC
N/A—2,418-2,418-100%$310.8K———
Bay Rivers Group
N/A—2,408-2,408-100%$309.4K———
Ranch Capital Advisors Inc.
N/A—2,404-2,404-100%$310.1K———
Cohen & Steers, Inc.
N/A—2,400-2,400-100%$308.0K———
Pitcairn Wealth Advisors LLC
N/A—2,397-2,397-100%$308.0K———
Riverstone Advisors, LLC
N/A—2,394-2,394-100%$307.6K———
Pointe Capital Management LLC
N/A—2,386-2,386-100%$306.6K———
Aspen Capital Management, LLC
N/A—2,357-2,357-100%$302.9K———
Invst, LLC
N/A—2,350-2,350-100%$302.0K———
Tribridge Partners Financial LLC
N/A—2,340-2,340-100%$306.0K———
Wayfinding Financial, LLC
N/A—2,337-2,337-100%$302.0K———
Northstar Advisory Group, LLC
N/A—2,331-2,331-100%$299.6K———
Hobbs Group Advisors, LLC
N/A—2,330-2,330-100%$299.3K———
Twin Peaks Wealth Advisors, LLC
N/A—2,328-2,328-100%$299.1K———
Private Capital Management, LLC
N/A—2,325-2,325-100%$298.8K———
Hutchinson Capital Management
N/A—2,318-2,318-100%$297.9K———
Geometric Wealth Advisors
N/A—2,311-2,311-100%$297.0K———
Sandy Cove Advisors, LLC
N/A—2,309-2,309-100%$296.7K———
Fiduciary Financial Advisors
N/A—2,304-2,304-100%$295.4K———
Advance Capital Management, Inc.
N/A—2,304-2,304-100%$296.0K———
Sumitomo Mitsui Financial Group, Inc.
N/A—2,300-2,300-100%$295.6K———
IFC Advisors LLC
N/A—2,298-2,298-100%$295.3K———
Sand Hill Global Advisors, LLC
N/A—2,287-2,287-100%$293.9K———
Harvest Investment Services, LLC
N/A—2,258-2,258-100%$290.2K———
FSB Premier Wealth Management, Inc.
N/A—2,238-2,238-100%$287.6K———
Sachetta, LLC
N/A—2,226-2,226-100%$286.6K———
Vines Capital Management, LLC
N/A—2,225-2,225-100%$285.9K———
Promethos Capital, LLC
N/A—2,223-2,223-100%$285.7K———
Investment Advisory Group, LLC
N/A—2,216-2,216-100%$284.8K———
Hudson Bay Capital Management LP
N/A—2,210-2,210-100%$284.0K———
Bowen Hanes & Co Inc
N/A—2,204-2,204-100%$265.1K———
Sovereign Investment Advisors, LLC
N/A—2,200-2,200-100%$284.6K———
Exit Wealth Advisors, Llc.
N/A—2,199-2,199-100%$282.6K———
Planning Center, Inc.
N/A—2,199-2,199-100%$282.6K———
M3 Advisory Group, LLC
N/A—2,194-2,194-100%$281.9K———
Custos Family Office, LLC
N/A—2,190-2,190-100%$281.4K———
London Co of Virginia
N/A—2,188-2,188-100%$281.2K———
Osbon Capital Management LLC
N/A—2,171-2,171-100%$279.1K———
Aegis Wealth Management LLC
N/A—2,171-2,171-100%$279.0K———
Bluefin Capital Management, LLC
N/A—2,154-2,154-100%$276.8K———
Sterneck Capital Management, LLC
N/A—2,137-2,137-100%$274.6K———
Meridian Wealth Partners, LLC
N/A—2,133-2,133-100%$274.1K———
Wood Tarver Financial Group, LLC
N/A—2,132-2,132-100%$273.0K———
Walleye Capital LLC
N/A—2,129-2,129-100%$273.6K———
Black Swift Group, LLC
N/A—2,126-2,126-100%$273.2K———
Muirfield Wealth Advisors LLC
N/A—2,120-2,120-100%$272.4K———
Spectrum Investment Advisors, Inc.
N/A—2,118-2,118-100%$272.2K———
Brand Asset Management Group, Inc.
N/A—2,109-2,109-100%$271.0K———
WJ Financial Advisors LLC
N/A—2,109-2,109-100%$271.0K———
Blalock Williams, LLC
N/A—2,106-2,106-100%$270.6K———
Integrity Financial Corp
N/A—2,105-2,105-100%$272.3K———
American Capital Management Inc
N/A—2,100-2,100-100%$269.9K———
Truepoint, Inc.
N/A—2,099-2,099-100%$269.8K———
NI Acquisitions Company, LLC
N/A—2,087-2,087-100%$513.9K———
Fortis Advisors, LLC
N/A—2,083-2,083-100%$267.7K———
CCG Wealth Management, LLC
N/A—2,066-2,066-100%$267.2K———
Sun Financial Inc
N/A—2,061-2,061-100%$269.9K———
Prosperity Bancshares Inc
N/A—2,044-2,044-100%$262.7K———
Stembrook Asset Management, LLC
N/A—2,040-2,040-100%$262.1K———
Ballast Advisors LLC
N/A—2,040-2,040-100%$262.2K———
Ruggiero Investments, Inc.
N/A—2,032-2,032-100%$261.1K———
Intrepid Capital Management Inc
N/A—2,029-2,029-100%$260.8K———
Mayport, LLC
N/A—2,027-2,027-100%$260.4K———
Tripletail Wealth Management, LLC
N/A—2,026-2,026-100%$262.5K———
Fortis Capital Management LLC
N/A—2,023-2,023-100%$259.9K———
Canal Capital Management, LLC
N/A—2,019-2,019-100%$259.4K———
Tradewinds, Llc.
N/A—2,016-2,016-100%$1.4M———
Palisade Capital Management, LP
N/A—2,014-2,014-100%$258.9K———
WFA of San Diego, LLC
N/A—2,010-2,010-100%$272.5K———
Capital Investment Management, Inc.
N/A—2,009-2,009-100%$258.2K———
Rockbridge Investment Management, LCC
N/A—2,002-2,002-100%$257.2K———
NWK Group, Inc.
N/A—2,000-2,000-100%$257.0K———
Continental Investors Services, Inc.
N/A—1,997-1,997-100%$256.2K———
SK Wealth Management, LLC
N/A—1,970-1,970-100%$257.9K———
Adams Wealth Management
N/A—1,970-1,970-100%$253.1K———
Peak Planning Group, LLC
N/A—1,967-1,967-100%$252.7K———
Francis Financial, Inc.
N/A—1,955-1,955-100%$251.7K———
Rock Point Advisors, LLC
N/A—1,951-1,951-100%$250.7K———
Hilltop Wealth Advisors, LLC
N/A—1,950-1,950-100%$250.6K———
CapitalatWork S.A.
N/A—1,950-1,950-100%$251.0K———
Disciplined Investments, LLC
N/A—1,948-1,948-100%$250.3K———
Painted Porch Advisors LLC
N/A—1,934-1,934-100%$248.5K———
1248 Management, LLC
N/A—1,910-1,910-100%$247.1K———
CTC Alternative Strategies, Ltd.
N/A—1,900-1,900-100%$244.2K———
HFG Advisors, Inc.
N/A—1,898-1,898-100%$243.9K———
Van Diest Capital, LLC
N/A—1,892-1,892-100%$243.2K———
Astoria Portfolio Advisors Llc.
N/A—1,888-1,888-100%$242.6K———
Stonebridge Financial Group, LLC / MO
N/A—1,886-1,886-100%$242.4K———
Seldon Capital LP
N/A—1,873-1,873-100%$240.7K———
Fiducient Advisors LLC
N/A—1,872-1,872-100%$242.1K———
American Money Management, LLC
N/A—1,868-1,868-100%$240.1K———
Denver Wealth Management, Inc.
N/A—1,865-1,865-100%$239.7K———
Star Financial Bank
N/A—1,855-1,855-100%$238.4K———
DV Trading LLC
N/A—1,851-1,851-100%$237.9K———
Rice Hall James & Associates, LLC
N/A—1,850-1,850-100%$237.7K———
Disciplined Investors, L.L.C.
N/A—1,836-1,836-100%$235.9K———
Olde Wealth Management, LLC
N/A—1,836-1,836-100%$237.0K———
S&T Bank
N/A—1,829-1,829-100%$235.0K———
Verity Wealth Advisors
N/A—1,822-1,822-100%$234.1K———
Symphony Financial Services, Inc.
N/A—1,815-1,815-100%$233.2K———
TAGStone Capital, Inc.
N/A—1,799-1,799-100%$232.8K———
Sandro Wealth Management LLC
N/A—1,778-1,778-100%$228.4K———
Vision Retirement, LLC
N/A—1,770-1,770-100%$227.4K———
Everest Private Wealth
N/A—1,769-1,769-100%$227.3K———
Slagle Financial, LLC
N/A—1,761-1,761-100%$226.2K———
Penserra Capital Management LLC
N/A—1,760-1,760-100%$199.0K———
Eaton-Cambridge Inc.
N/A—1,753-1,753-100%$225.3K———
Legend Capital Advisors LLC
N/A—1,750-1,750-100%$224.9K———
Nvest Financial, LLC
N/A—1,745-1,745-100%$224.3K———
Brogan Financial, Inc.
N/A—1,742-1,742-100%$223.8K———
Seneca House Advisors
N/A—1,740-1,740-100%$223.6K———
Oberweis Asset Management Inc/
N/A—1,730-1,730-100%$222.3K———
Advocacy Wealth Management, LLC
N/A—1,722-1,722-100%$221.3K———
Maridea Wealth Management LLC
N/A—1,709-1,709-100%$219.6K———
Front Street Capital Management, Inc.
N/A—1,695-1,695-100%$217.8K———
Aspire Capital Advisors LLC
N/A—1,693-1,693-100%$217.5K———
Raffa Wealth Management, LLC
N/A—1,691-1,691-100%$217.3K———
Valley Financial Group, Inc.
N/A—1,683-1,683-100%$216.3K———
PAX Financial Group, LLC
N/A—1,681-1,681-100%$216.0K———
WealthCollab, LLC
N/A—1,673-1,673-100%$215.0K———
Aviso Financial Inc.
N/A—1,665-1,665-100%$214.0K———
Vance Wealth, LLC
N/A—1,649-1,649-100%$213.3K———
LWM Advisory Services, LLC
N/A—1,648-1,648-100%$211.8K———
FPC Investment Advisory, Inc.
N/A—1,642-1,642-100%$209.4K———
Gardner Russo & Quinn LLC
N/A—1,642-1,642-100%$211.0K———
Hamrick Investment Counsel, llc
N/A—1,640-1,640-100%$212.1K———
HC Advisors, LLC
N/A—1,635-1,635-100%$210.2K———
Bearing Point Capital, LLC
N/A—1,620-1,620-100%$208.2K———
Arcus Capital Partners, LLC
N/A—1,615-1,615-100%$207.5K———
Estate Planners Group, LLC
N/A—1,612-1,612-100%$207.2K———
OakTrust Wealth Advisors, LLC
N/A—1,612-1,612-100%$207.1K———
Blackhawk Capital Partners, LLC
N/A—1,611-1,611-100%$207.0K———
Envision Financial Planning, LLC
N/A—1,610-1,610-100%$206.9K———
Bernard Wealth Management Corp.
N/A—1,608-1,608-100%$206.6K———
1 North Wealth Services LLC
N/A—1,597-1,597-100%$205.2K———
Next Capital Management LLC
N/A—1,591-1,591-100%$204.4K———
Holistic Financial Partners
N/A—1,590-1,590-100%$204.3K———
PSI Advisors, LLC
N/A—1,583-1,583-100%$203.4K———
Nalls Sherbakoff Group, LLC
N/A—1,511-1,511-100%$194.1K———
Aberdeen Wealth Management LLC
N/A—1,500-1,500-100%$192.7K———
Basepoint Wealth LLC
N/A—1,478-1,478-100%$190.0K———
Paladin Advisory Group, LLC
N/A—1,478-1,478-100%$189.9K———
Kerr Financial Planning Corp
N/A—1,459-1,459-100%$187.4K———
Marathon Trading Investment Management LLC
N/A—1,400-1,400-100%$179.9K———
Fourth Dimension Wealth, LLC
N/A—1,329-1,329-100%$170.8K———
Twin Lakes Capital Management, LLC
N/A—1,328-1,328-100%$170.7K———
Allied Private Wealth LLC
N/A—1,260-1,260-100%$158.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,257-1,257-100%$161.6K———
Index Technologies Group LLC
N/A—1,206-1,206-100%$155.0K———
ESL Trust Services, LLC
N/A—1,200-1,200-100%$154.2K———
Godfrey Financial Associates, Inc.
N/A—1,140-1,140-100%$146.5K———
PlanVest Financial, Inc
N/A—1,123-1,123-100%$144.3K———
Riverview Trust Co
N/A—1,080-1,080-100%$138.8K———
Kemnay Advisory Services Inc.
N/A—1,043-1,043-100%$134.0K———
Dogwood Wealth Management LLC
N/A—1,030-1,030-100%$132.4K———
Mcguire Capital Advisors Inc
N/A—1,025-1,025-100%$131.7K———
Ogorek Anthony Joseph
N/A—980-980-100%$125.0K———
Cornerstone Financial Management LLC
N/A—965-965-100%$124.0K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—939-939-100%$120.7K———
Security National Bank of SO DAK
N/A—929-929-100%$119.4K———
Caitlin John, LLC
N/A—876-876-100%$112.5K———
FWL Investment Management, LLC
N/A—866-866-100%$111.3K———
Toews Corp
N/A—782-782-100%$100.5K———
Synergy Investment Management, LLC
N/A—738-738-100%$95.8K———
Reyl & Cie S.A.
N/A—725-725-100%$87.4K———
Bellevue Asset Management, LLC
N/A—723-723-100%$93.0K———
Battery Global Advisors, LLC
N/A—718-718-100%$92.9K———
Swisher Financial Concepts, Inc.
N/A—714-714-100%$91.8K———
Dunhill Financial, LLC
N/A—690-690-100%$88.7K———
VSM Wealth Advisory, LLC
N/A—683-683-100%$87.8K———
Wiser Advisor Group LLC
N/A—670-670-100%$86.1K———
Itau Unibanco Holding S.A.
N/A—635-635-100%$81.6K———
Napier Financial, LLC
N/A—625-625-100%$80.3K———
Harborfront Financial Group LLC
N/A—624-624-100%$80.2K———
Beaird Harris Wealth Management, LLC
N/A—588-588-100%$75.5K———
Highland Investment Advisors LLC
N/A—562-562-100%$72.2K———
Seneschal Advisors, LLC
N/A—548-548-100%$70.4K———
1015 Capital Partners, LLC
N/A—544-544-100%$69.9K———
Marshall Investment Management, LLC
N/A—500-500-100%$64.3K———
Swan Capital LLC
N/A—482-482-100%$62.0K———
Kilter Group LLC
N/A—480-480-100%$61.7K———
Roble, Belko & Company, Inc
N/A—478-478-100%$61.0K———
Bard Associates Inc
N/A—466-466-100%$60.3K———
Wellington-Altus USA Inc.
N/A—449-449-100%$54.0K———
Financial Gravity Companies, Inc.
N/A—425-425-100%$54.6K———
Miller Capital Partners, Inc.
N/A—425-425-100%$54.6K———
Accent Capital Management, LLC
N/A—420-420-100%$54.3K———
Horizon Bancorp Inc
N/A—407-407-100%$52.0K———
Mark Sheptoff Financial Planning, LLC
N/A—400-400-100%$51.4K———
Silicon Valley Capital Partners
N/A—393-393-100%$50.4K———
Boreal Capital Management LLC
N/A—390-390-100%$50.4K———
Investors Portfolio Services LLC
N/A—376-376-100%$48.3K———
Minot DeBlois Advisors LLC
N/A—323-323-100%$41.6K———
Front Row Advisors LLC
N/A—297-297-100%$38.8K———
Cypress Capital Management LLC (WY)
N/A—283-283-100%$36.6K———
Medallion Wealth Advisors, LLC
N/A—258-258-100%$38.2K———
Delos Wealth Advisors, LLC
N/A—253-253-100%$32.5K———
Greykasell Wealth Strategies, Inc.
N/A—251-251-100%$32.3K———
Graney & King, LLC
N/A—250-250-100%$32.1K———
Abound Financial, LLC
N/A—246-246-100%$31.6K———
Pinney & Scofield, Inc.
N/A—235-235-100%$30.2K———
Sankala Group LLC
N/A—231-231-100%$31.3K———
HighMark Wealth Management LLC
N/A—217-217-100%$27.9K———
Frazier Financial Advisors, LLC
N/A—194-194-100%$24.9K———
Tidemark, LLC
N/A—193-193-100%$24.8K———
Atomic Invest LLC
N/A—178-178-100%$23.0K———
Regatta Research & Money Management
N/A—172-172-100%$22.1K———
Nova Wealth Management, Inc.
N/A—144-144-100%$18.5K———
Premier Financial Group
N/A—139-139-100%$17.9K———
Altshuler Shaham Ltd
N/A—135-135-100%$17.3K———
Core Capital Management & Research, inc.
N/A—132-132-100%$19.9K———
Financial Avengers, Inc.
N/A—132-132-100%$16.9K———
Clal Insurance Enterprises Holdings Ltd
N/A—131-131-100%$17.0K———
HFM Investment Advisors, LLC
N/A—122-122-100%$15.7K———
Copia Wealth Management
N/A—121-121-100%$15.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—119-119-100%$15.3K———
Darwin Wealth Management, LLC
N/A—118-118-100%$15.2K———
Turim 21 Investimentos Ltda.
N/A—114-114-100%$14.6K———
Uniplan Investment Counsel, Inc.
N/A—108-108-100%$13.9K———
Strive Financial Group,LLC
N/A—82-82-100%$10.5K———
Park Square Financial Group, LLC
N/A—76-76-100%$9.8K———
Luminist Capital LLC
N/A—58-58-100%$7.5K———
Cbiz Investment Advisory Services, LLC
N/A—57-57-100%$6.9K———
Investment Counsel Co of Nevada
N/A—49-49-100%$6.3K———
Imprint Wealth LLC
N/A—48-48-100%$6.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—45-45-100%$5.9K———
Ross\johnson & Associates LLC
N/A—29-29-100%$3.7K———
C M Bidwell & Associates LTD
N/A—24-24-100%$3.1K———
Atlantic Private Wealth, LLC
N/A—20-20-100%$2.6K———
Benson Wealth Management Inc
N/A—13-13-100%$1.7K———
Proffitt & Goodson Inc
N/A—12-12-100%$1.5K———
Palladiem, LLC
N/A—10-10-100%$1.3K———
Cordant, Inc.
N/A—7-7-100%$895———
Quarry LP
N/A—4-4-100%$514———
Financial Life Planners
N/A—1-1-100%$83———
Game Plan Financial Advisors, LLC
N/A—1-1-100%$129———
Showing 4032 of 4032 institutions