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Microsoft Corp (MSFT)

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
Shares192,443,381 from 189,632,090
Change+2,811,291 (+1%)
Value$98.5B (+$27.9B)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares54,826,999 from 53,472,212
Change+1,354,787 (+3%)
Value$28.1B (+$8.2B)
Filed 2026-11-05
Amundi
DECREASED
Shares40,719,355 from 46,694,778
Change-5,975,423 (-13%)
Value$20.9B (+$3.5B)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares34,796,133 from 32,564,249
Change+2,231,884 (+7%)
Value$17.8B (+$5.7B)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares30,734,386 from 30,610,857
Change+123,529 (+0%)
Value$15.8B (+$4.3B)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares27,143,624 from 26,611,728
Change+531,896 (+2%)
Value$13.9B (+$4.0B)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares21,657,437 from 23,507,840
Change-1,850,403 (-8%)
Value$11.1B (+$2.3B)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares21,233,043 from 20,161,916
Change+1,071,127 (+5%)
Value$10.9B (+$3.4B)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares16,990,885 from 17,488,121
Change-497,236 (-3%)
Value$8.7B (+$2.2B)
Filed 2026-10-29
Sanders Capital, LLC
DECREASED
Shares16,053,871 from 16,102,026
Change-48,155 (0%)
Value$8.2B (+$2.2B)
Filed 2026-11-02
Swedbank AB
INCREASED
Shares15,168,363 from 14,862,365
Change+305,998 (+2%)
Value$7.8B (+$2.2B)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares14,917,059 from 19,050,444
Change-4,133,385 (-22%)
Value$7.7B (+$544.8M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares12,240,405 from 13,740,829
Change-1,500,424 (-11%)
Value$6.3B (+$1.2B)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares11,109,781 from 10,760,740
Change+349,041 (+3%)
Value$5.7B (+$1.7B)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares9,696,475 from 10,444,656
Change-748,181 (-7%)
Value$5.0B (+$1.1B)
Filed 2026-10-15
Russell Investments Group, Ltd.
INCREASED
Shares9,369,176 from 9,197,996
Change+171,180 (+2%)
Value$4.8B (+$1.4B)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares9,233,976 from 9,232,435
Change+1,541 (+0%)
Value$4.7B (+$1.3B)
Filed 2026-11-06
DekaBank Deutsche Girozentrale
INCREASED
Shares9,094,406 from 7,317,273
Change+1,777,133 (+24%)
Value$4.6M (+$2.0M)
Filed 2026-10-27
Robeco Institutional Asset Management B.V.
DECREASED
Shares7,338,776 from 7,446,791
Change-108,015 (-1%)
Value$3.8B (+$986.3M)
Filed 2026-10-20
Daiwa Securities Group Inc.
DECREASED
Shares5,952,583 from 9,026,988
Change-3,074,405 (-34%)
Value$3.1B (-$314.2M)
Filed 2026-10-29
MacKenzie Financial Corp
INCREASED
Shares5,757,251 from 5,277,358
Change+479,893 (+9%)
Value$3.0B (+$984.3M)
Filed 2026-11-02
Pictet Asset Management Holding SA
INCREASED
Shares5,554,501 from 5,504,067
Change+50,434 (+1%)
Value$2.8B (+$795.8M)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares5,522,398 from 5,774,270
Change-251,872 (-4%)
Value$2.8M (-$2.2B)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares5,483,420 from 5,520,756
Change-37,336 (-1%)
Value$2.8B (+$753.1M)
Filed 2026-11-05
KBC Group NV
INCREASED
Shares5,335,520 from 5,115,865
Change+219,655 (+4%)
Value$2.7M (-$1.9B)
Filed 2026-10-22
Ninety One UK Ltd
DECREASED
Shares5,257,127 from 5,568,293
Change-311,166 (-6%)
Value$2.7B (+$619.3M)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares5,201,423 from 4,726,631
Change+474,792 (+10%)
Value$2.7B (+$903.8M)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares4,593,401 from 4,097,211
Change+496,190 (+12%)
Value$2.4B (+$827.6M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares4,442,177 from 4,471,738
Change-29,561 (-1%)
Value$2.3B (+$610.3M)
Filed 2026-11-05
Eurizon Capital SGR S.p.A.
INCREASED
Shares4,409,863 from 4,270,901
Change+138,962 (+3%)
Value$2.3B (+$669.8M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares4,404,316 from 4,155,769
Change+248,547 (+6%)
Value$2.3B (+$708.8M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares4,259,853 from 4,320,933
Change-61,080 (-1%)
Value$2.2B (+$573.1M)
Filed 2026-11-06
Parnassus Investments, LLC
DECREASED
Shares4,191,760 from 4,685,346
Change-493,586 (-11%)
Value$2.1B (+$402.2M)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares4,188,259 from 4,242,987
Change-54,728 (-1%)
Value$2.1B (+$565.4M)
Filed 2026-10-30
Alecta Tjanstepension Omsesidigt
DECREASED
Shares4,150,000 from 4,300,000
Change-150,000 (-3%)
Value$2.1B (+$525.6M)
Filed 2026-11-02
ProShare Advisors LLC
INCREASED
Shares3,984,286 from 3,885,993
Change+98,293 (+3%)
Value$2.0B (+$594.0M)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares3,559,348 from 3,535,167
Change+24,181 (+1%)
Value$1.8M (-$1.3B)
Filed 2026-11-05
Asset Management One Co., Ltd.
INCREASED
Shares3,470,856 from 3,425,583
Change+45,273 (+1%)
Value$1.8B (+$502.4M)
Filed 2026-10-27
Cardano Risk Management B.V.
INCREASED
Shares3,225,402 from 2,430,917
Change+794,485 (+33%)
Value$1.7M (+$747.5K)
Filed 2026-10-20
Neos Investment Management LLC
INCREASED
Shares3,162,439 from 2,821,767
Change+340,672 (+12%)
Value$1.6B (+$569.4M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,157,174 from 2,702,786
Change+454,388 (+17%)
Value$1.5B (+$562.6M)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares2,913,185 from 2,668,640
Change+244,545 (+9%)
Value$1.5B (+$468.4M)
Filed 2026-11-04
SEB Asset Management AB
INCREASED
Shares2,864,106 from 2,755,692
Change+108,414 (+4%)
Value$1.5B (+$441.1M)
Filed 2026-11-04
AMF Tjanstepension AB
DECREASED
Shares2,820,760 from 2,825,808
Change-5,048 (0%)
Value$1.4B (+$392.7M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares2,755,914 from 2,877,386
Change-121,472 (-4%)
Value$1.4B (+$340.2M)
Filed 2026-11-02
King Luther Capital Management Corp
DECREASED
Shares2,749,020 from 2,828,509
Change-79,489 (-3%)
Value$1.4B (+$354.9M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares2,728,205 from 2,758,381
Change-30,176 (-1%)
Value$1.4B (+$370.4M)
Filed 2026-11-04
Swiss Life Asset Management Ltd
DECREASED
Shares2,708,473 from 2,904,434
Change-195,961 (-7%)
Value$1.4B (+$305.8M)
Filed 2026-11-03
CIBC Asset Management Inc
INCREASED
Shares2,666,512 from 2,594,215
Change+72,297 (+3%)
Value$1.4B (+$399.8M)
Filed 2026-11-05
UniSuper Management Pty Ltd
INCREASED
Shares2,618,697 from 2,545,054
Change+73,643 (+3%)
Value$1.3B (+$393.8M)
Filed 2026-10-26
Temasek Holdings (Private) Ltd
DECREASED
Shares2,616,212 from 2,642,483
Change-26,271 (-1%)
Value$1.3B (+$356.2M)
Filed 2026-10-28
Retirement Systems of Alabama
DECREASED
Shares2,567,818 from 2,571,170
Change-3,352 (0%)
Value$1.3B (+$357.9M)
Filed 2026-11-04
Candriam S.C.A.
INCREASED
Shares2,563,505 from 2,519,834
Change+43,671 (+2%)
Value$1.3B (+$380.6M)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares2,458,596 from 2,531,572
Change-72,976 (-3%)
Value$1.3B (+$316.7M)
Filed 2026-10-30
PineStone Asset Management Inc.
DECREASED
Shares2,437,447 from 2,586,687
Change-149,240 (-6%)
Value$1.3B (+$285.3M)
Filed 2026-10-16
Fiera Capital Corp
DECREASED
Shares2,408,927 from 2,617,116
Change-208,189 (-8%)
Value$1.2B (+$259.3M)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares2,322,877 from 2,209,477
Change+113,400 (+5%)
Value$1.2B (+$343.1M)
Filed 2026-10-16
State of New Jersey Common Pension Fund D
DECREASED
Shares2,279,374 from 2,281,931
Change-2,557 (0%)
Value$1.2B (+$317.9M)
Filed 2026-11-05
AGF Management LTD
INCREASED
Shares2,225,428 from 640,577
Change+1,584,851 (+247%)
Value$1.1B (+$902.5M)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
DECREASED
Shares2,217,837 from 2,236,664
Change-18,827 (-1%)
Value$1.1B (+$303.2M)
Filed 2026-10-15
Flossbach VON Storch SE
DECREASED
Shares2,169,551 from 3,394,977
Change-1,225,426 (-36%)
Value$1.1B (-$153.6M)
Filed 2026-10-28
Calamos Advisors LLC
INCREASED
Shares2,150,863 from 2,045,038
Change+105,825 (+5%)
Value$1.1B (+$340.3M)
Filed 2026-11-02
Nykredit A/S
INCREASED
Shares2,149,482 from 2,080,860
Change+68,622 (+3%)
Value$1.1B (+$326.3M)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares2,148,987 from 2,004,948
Change+144,039 (+7%)
Value$1.1B (+$354.0M)
Filed 2026-11-04
Czech National Bank
INCREASED
Shares2,133,538 from 2,114,417
Change+19,121 (+1%)
Value$1.1B (+$305.6M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares2,114,965 from 2,097,112
Change+17,853 (+1%)
Value$1.1B (+$302.5M)
Filed 2026-10-21
Vontobel Holding Ltd.
INCREASED
Shares2,103,538 from 1,927,745
Change+175,793 (+9%)
Value$1.1B (+$359.8M)
Filed 2026-10-16
M&G Plc
DECREASED
Shares2,053,149 from 2,440,195
Change-387,046 (-16%)
Value$1.1B (+$143.1M)
Filed 2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,988,774 from 2,123,559
Change-134,785 (-6%)
Value$1.0B (+$227.9M)
Filed 2026-10-15
Arizona State Retirement System
INCREASED
Shares1,982,582 from 1,957,446
Change+25,136 (+1%)
Value$1.0B (+$286.7M)
Filed 2026-11-03
Nisa Investment Advisors, LLC
DECREASED
Shares1,964,374 from 1,986,033
Change-21,659 (-1%)
Value$1.0B (+$266.7M)
Filed 2026-10-20
State of Michigan Retirement System
DECREASED
Shares1,923,862 from 2,026,202
Change-102,340 (-5%)
Value$986.7M (+$230.9M)
Filed 2026-10-27
Banque Pictet & CIE SA
DECREASED
Shares1,913,512 from 1,949,323
Change-35,811 (-2%)
Value$977.6M (+$253.4M)
Filed 2026-10-16
Bahl & Gaynor LLC
INCREASED
Shares1,856,458 from 1,812,151
Change+44,307 (+2%)
Value$952.2M (+$276.2M)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares1,840,594 from 1,763,288
Change+77,306 (+4%)
Value$944.0M (+$286.3M)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares1,832,766 from 1,847,490
Change-14,724 (-1%)
Value$940.0M (+$250.9M)
Filed 2026-10-23
ABN Amro Investment Solutions
INCREASED
Shares1,741,089 from 1,630,287
Change+110,802 (+7%)
Value$893.0M (+$284.9M)
Filed 2026-10-21
OFI Invest Asset Management
INCREASED
Shares1,713,584 from 1,614,553
Change+99,031 (+6%)
Value$776.9M (+$247.8M)
Filed 2026-11-06
William Blair Investment Management, LLC
DECREASED
Shares1,711,417 from 2,048,642
Change-337,225 (-16%)
Value$877.8M (+$113.6M)
Filed 2026-11-06
IFM Investors Pty Ltd
INCREASED
Shares1,667,544 from 1,616,514
Change+51,030 (+3%)
Value$855.3M (+$252.3M)
Filed 2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares1,640,556 from 1,640,740
Change-184 (0%)
Value$841.4M (+$229.4M)
Filed 2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares1,579,971 from 1,478,100
Change+101,871 (+7%)
Value$804.6K (-$546.2M)
Filed 2026-10-22
Rakuten Investment Management, Inc.
INCREASED
Shares1,544,957 from 1,401,812
Change+143,145 (+10%)
Value$786.3M (+$269.7M)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
INCREASED
Shares1,531,779 from 1,504,417
Change+27,362 (+2%)
Value$785.6M (+$224.5M)
Filed 2026-11-04
Virginia Retirement Systems ET Al
DECREASED
Shares1,461,220 from 1,523,460
Change-62,240 (-4%)
Value$749.5M (+$181.2M)
Filed 2026-10-28
Natixis
DECREASED
Shares1,460,045 from 1,551,564
Change-91,519 (-6%)
Value$748.9M (+$170.1M)
Filed 2026-11-06
Mawer Investment Management Ltd.
DECREASED
Shares1,452,862 from 1,679,876
Change-227,014 (-14%)
Value$745.2M (+$118.5M)
Filed 2026-11-06
Everett Harris & Co
DECREASED
Shares1,450,044 from 1,455,069
Change-5,025 (0%)
Value$743.7M (+$201.0M)
Filed 2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares1,426,043 from 1,415,755
Change+10,288 (+1%)
Value$731.4M (+$203.3M)
Filed 2026-10-20
Sustainable Growth Advisers, LP
DECREASED
Shares1,420,302 from 1,505,003
Change-84,701 (-6%)
Value$728.5M (+$167.1M)
Filed 2026-10-15
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,394,503 from 1,695,431
Change-300,928 (-18%)
Value$715.2K (-$631.7M)
Filed 2026-11-02
Aegon Asset Management UK PLC
DECREASED
Shares1,394,432 from 1,410,777
Change-16,345 (-1%)
Value$715.2M (+$189.0M)
Filed 2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares1,392,232 from 1,419,491
Change-27,259 (-2%)
Value$714.1M (+$184.6M)
Filed 2026-10-19
Amalgamated Bank
DECREASED
Shares1,384,639 from 1,418,151
Change-33,512 (-2%)
Value$710.2K (-$528.3M)
Filed 2026-10-23
OP Asset Management Ltd
INCREASED
Shares1,359,788 from 1,007,240
Change+352,548 (+35%)
Value$697.4M (+$321.7M)
Filed 2026-11-05
Sarasin & Partners LLP
DECREASED
Shares1,346,929 from 1,519,029
Change-172,100 (-11%)
Value$690.8M (+$124.2M)
Filed 2026-10-13
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares1,319,433 from 1,300,398
Change+19,035 (+1%)
Value$676.7M (+$191.7M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,289,910 from 1,291,017
Change-1,107 (0%)
Value$661.6K (-$480.9M)
Filed 2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED
Shares1,268,049 from 1,253,749
Change+14,300 (+1%)
Value$650.4K (-$467.0M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares1,219,157 from 1,149,139
Change+70,018 (+6%)
Value$625.3M (+$196.7M)
Filed 2026-11-02
Gateway Investment Advisers LLC
INCREASED
Shares1,195,833 from 1,183,550
Change+12,283 (+1%)
Value$613.3M (+$171.9M)
Filed 2026-10-13
Achmea Investment Management B.V.
NEW
Shares1,191,373
Change+1,191,373
Value$611.5M
Filed 2026-10-30
Cincinnati Insurance Co
UNCHANGED
Shares1,183,997 from 1,183,997
Change0 (0%)
Value$607.3M (+$165.6M)
Filed 2026-11-03
WT Asset Management Ltd
NEW
Shares1,183,456
Change+1,183,456
Value$607.0M
Filed 2026-10-28
ACR Alpine Capital Research, LLC
INCREASED
Shares1,138,644 from 1,136,273
Change+2,371 (+0%)
Value$584.0M (+$160.2M)
Filed 2026-11-02
Quilter Plc
DECREASED
Shares1,135,869 from 1,142,653
Change-6,784 (-1%)
Value$582.6M (+$156.4M)
Filed 2026-10-21
New York Life Investment Management LLC
DECREASED
Shares1,135,730 from 1,162,926
Change-27,196 (-2%)
Value$582.5M (+$148.7M)
Filed 2026-11-04
Mirova US LLC
DECREASED
Shares1,127,207 from 1,206,161
Change-78,954 (-7%)
Value$578.1M (+$128.2M)
Filed 2026-11-05
Regions Financial Corp
DECREASED
Shares1,125,411 from 1,151,580
Change-26,169 (-2%)
Value$577.2M (+$147.7M)
Filed 2026-11-05
Lazard Freres Gestion S.A.S.
DECREASED
Shares1,120,117 from 1,166,842
Change-46,725 (-4%)
Value$574.5K (-$434.7M)
Filed 2026-11-03
ASR Vermogensbeheer N.V.
INCREASED
Shares1,106,556 from 1,038,106
Change+68,450 (+7%)
Value$567.6M (+$180.3M)
Filed 2026-10-16
Metropolis Capital Ltd
DECREASED
Shares1,087,100 from 1,303,534
Change-216,434 (-17%)
Value$557.6M (+$75.0M)
Filed 2026-10-20
Veritas Asset Management LLP
DECREASED
Shares1,083,805 from 1,131,674
Change-47,869 (-4%)
Value$555.9M (+$133.7M)
Filed 2026-11-05
Great Lakes Advisors, LLC
INCREASED
Shares1,062,920 from 994,052
Change+68,868 (+7%)
Value$545.2M (+$174.4M)
Filed 2026-11-06
Union Bancaire Privee, UBP SA
INCREASED
Shares1,032,504 from 1,013,051
Change+19,453 (+2%)
Value$1.9B (+$437.5M)
Filed 2026-11-04
Yacktman Asset Management LP
INCREASED
Shares1,012,529 from 1,009,284
Change+3,245 (+0%)
Value$519.3M (+$142.8M)
Filed 2026-11-02
Davenport & Co LLC
DECREASED
Shares996,573 from 1,017,438
Change-20,865 (-2%)
Value$510.5M (+$131.7M)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED
Shares986,012 from 983,325
Change+2,687 (+0%)
Value$505.7M (+$138.9M)
Filed 2026-11-05
iA Global Asset Management Inc.
DECREASED
Shares978,859 from 1,002,256
Change-23,397 (-2%)
Value$502.1K (-$373.4M)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED
Shares969,392 from 934,736
Change+34,656 (+4%)
Value$497.2M (+$148.5M)
Filed 2026-10-05
DDD Partners, LLC
DECREASED
Shares941,023 from 1,136,862
Change-195,839 (-17%)
Value$482.7M (+$58.6M)
Filed 2026-11-02
Allen Investment Management, LLC
DECREASED
Shares938,335 from 957,008
Change-18,673 (-2%)
Value$481.3M (+$124.3M)
Filed 2026-11-03
Factory Mutual Insurance Co
DECREASED
Shares923,168 from 923,818
Change-650 (0%)
Value$473.5M (+$128.9M)
Filed 2026-10-30
Oregon Public Employees Retirement Fund
DECREASED
Shares912,994 from 913,338
Change-344 (0%)
Value$468.3M (+$127.6M)
Filed 2026-10-30
Boston Trust Walden Corp
DECREASED
Shares912,136 from 961,305
Change-49,169 (-5%)
Value$467.8M (+$109.2M)
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares906,797 from 888,808
Change+17,989 (+2%)
Value$465.1M (+$133.6M)
Filed 2026-10-28
Cullen T Bankers, Inc.
DECREASED
Shares900,263 from 901,874
Change-1,611 (0%)
Value$461.7M (+$125.3M)
Filed 2026-10-28
Montrusco Bolton Investments Inc.
DECREASED
Shares897,738 from 1,021,431
Change-123,693 (-12%)
Value$460.4M (+$79.4M)
Filed 2026-10-13
State of Alaska, Department of Revenue
DECREASED
Shares887,810 from 912,272
Change-24,462 (-3%)
Value$455.4K (-$339.8M)
Filed 2026-10-15
Welch & Forbes LLC
DECREASED
Shares884,443 from 887,243
Change-2,800 (0%)
Value$453.6M (+$122.7M)
Filed 2026-11-04
Raiffeisen Bank International AG
INCREASED
Shares869,323 from 747,025
Change+122,298 (+16%)
Value$442.6M (+$167.0M)
Filed 2026-10-28
Bank Pictet & Cie (Europe) AG
DECREASED
Shares857,384 from 862,964
Change-5,580 (-1%)
Value$438.0M (+$117.4M)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares844,836 from 790,780
Change+54,056 (+7%)
Value$433.3M (+$138.3M)
Filed 2026-11-03
Brighton Jones LLC
DECREASED
Shares841,216 from 844,803
Change-3,587 (0%)
Value$431.5M (+$116.3M)
Filed 2026-11-03
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares832,039 from 832,039
Change0 (0%)
Value$426.8M (+$116.4M)
Filed 2026-10-30
BSN Capital Partners Ltd
NEW
Shares816,767
Change+816,767
Value$405.2M
Filed 2026-10-23
Midwest Trust Co
DECREASED
Shares806,963 from 808,387
Change-1,424 (0%)
Value$413.9M (+$112.3M)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares801,470 from 807,911
Change-6,441 (-1%)
Value$411.1M (+$109.7M)
Filed 2026-10-23
Congress Asset Management Co
DECREASED
Shares801,234 from 815,323
Change-14,089 (-2%)
Value$411.0M (+$106.8M)
Filed 2026-10-06
Border to Coast Pensions Partnership Ltd
INCREASED
Shares794,655 from 699,216
Change+95,439 (+14%)
Value$407.0K (-$260.2M)
Filed 2026-10-09
Exchange Traded Concepts, LLC
INCREASED
Shares763,980 from 760,839
Change+3,141 (+0%)
Value$391.8M (+$108.0M)
Filed 2026-10-28
Local Pensions Partnership Investment Ltd
DECREASED
Shares762,353 from 775,953
Change-13,600 (-2%)
Value$391.0M (+$101.7M)
Filed 2026-10-26
GF Fund Management Co. Ltd.
INCREASED
Shares759,254 from 543,732
Change+215,522 (+40%)
Value$389.4M (+$186.6M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares752,616 from 644,821
Change+107,795 (+17%)
Value$386.0M (+$145.5M)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares737,319 from 732,035
Change+5,284 (+1%)
Value$378.2M (+$105.1M)
Filed 2026-10-26
Yousif Capital Management, LLC
DECREASED
Shares737,114 from 738,401
Change-1,287 (0%)
Value$378.1M (+$102.6M)
Filed 2026-10-22
E. Ohman J:or Asset Management AB
DECREASED
Shares725,808 from 736,068
Change-10,260 (-1%)
Value$372.3M (+$97.7M)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares713,075 from 688,858
Change+24,217 (+4%)
Value$365.7M (+$90.1M)
Filed 2026-11-06
Meitav Investment House LTD
DECREASED
Shares690,294 from 714,255
Change-23,961 (-3%)
Value$353.9M (+$87.5M)
Filed 2026-10-28
J. Safra Sarasin Holding AG
DECREASED
Shares677,819 from 788,563
Change-110,744 (-14%)
Value$304.6M (+$11.4M)
Filed 2026-10-26
Troy Asset Management Ltd
INCREASED
Shares675,336 from 659,861
Change+15,475 (+2%)
Value$346.4M (+$100.2M)
Filed 2026-10-28
TrinityBridge Ltd
DECREASED
Shares669,034 from 697,298
Change-28,264 (-4%)
Value$343.2K (-$259.6M)
Filed 2026-10-30
Oppenheimer Asset Management Inc.
INCREASED
Shares665,810 from 651,100
Change+14,710 (+2%)
Value$341.5M (+$98.6M)
Filed 2026-10-27
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares653,644 from 647,049
Change+6,595 (+1%)
Value$335.3M (+$93.9M)
Filed 2026-10-22
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares642,992 from 726,089
Change-83,097 (-11%)
Value$329.8M (+$58.9M)
Filed 2026-10-30
Avanza Fonder AB
INCREASED
Shares641,558 from 575,265
Change+66,293 (+12%)
Value$329.1M (+$114.5M)
Filed 2026-10-13
Armstrong Henry H Associates Inc
DECREASED
Shares619,403 from 622,401
Change-2,998 (0%)
Value$317.7M (+$85.5M)
Filed 2026-10-07
AIA Group Ltd
DECREASED
Shares616,521 from 653,480
Change-36,959 (-6%)
Value$316.2M (+$72.5M)
Filed 2026-10-30
Quintet Private Bank (Europe) S.A.
INCREASED
Shares613,956 from 439,355
Change+174,601 (+40%)
Value$314.9M (+$151.0M)
Filed 2026-10-08
HB Wealth Management, LLC
INCREASED
Shares609,049 from 552,823
Change+56,226 (+10%)
Value$312.4M (+$106.2M)
Filed 2026-10-23
Generali Asset Management SPA SGR
DECREASED
Shares608,573 from 610,529
Change-1,956 (0%)
Value$312.1M (+$84.4M)
Filed 2026-10-26
Citizens Financial Group Inc
INCREASED
Shares602,014 from 600,539
Change+1,475 (+0%)
Value$308.8M (+$84.8M)
Filed 2026-10-23
C WorldWide Group Holding A/S
DECREASED
Shares599,525 from 642,401
Change-42,876 (-7%)
Value$307.5K (-$239.3M)
Filed 2026-11-04
LBP AM SA
DECREASED
Shares579,776 from 1,423,828
Change-844,052 (-59%)
Value$297.4M (-$233.7M)
Filed 2026-11-06
Eastern Bank
DECREASED
Shares578,874 from 594,556
Change-15,682 (-3%)
Value$296.9M (+$75.1M)
Filed 2026-10-05
Artemis Investment Management LLP
INCREASED
Shares573,809 from 21,647
Change+552,162 (+2551%)
Value$294.3M (+$286.2M)
Filed 2026-10-08
Clearstead Advisors, LLC
INCREASED
Shares571,910 from 570,657
Change+1,253 (+0%)
Value$293.3M (+$80.5M)
Filed 2026-11-06
Illinois Municipal Retirement Fund
INCREASED
Shares569,412 from 566,056
Change+3,356 (+1%)
Value$292.1M (+$80.9M)
Filed 2026-11-05
Guinness Asset Management LTD
DECREASED
Shares558,168 from 574,920
Change-16,752 (-3%)
Value$286.3M (+$72.7M)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares551,725 from 520,766
Change+30,959 (+6%)
Value$283.0M (+$88.7M)
Filed 2026-11-06
Gulf International Bank (UK) Ltd
INCREASED
Shares549,003 from 545,603
Change+3,400 (+1%)
Value$281.6K (-$203.2M)
Filed 2026-10-20
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED
Shares545,360 from 1,028,078
Change-482,718 (-47%)
Value$279.7M (-$103.8M)
Filed 2026-11-06
Crestwood Advisors Group, LLC
DECREASED
Shares544,524 from 547,463
Change-2,939 (-1%)
Value$279.3M (+$75.1M)
Filed 2026-10-27
Locust Wood Capital Advisers, LLC
DECREASED
Shares538,148 from 594,596
Change-56,448 (-9%)
Value$276.0M (+$54.2M)
Filed 2026-11-03
Markel Group Inc.
UNCHANGED
Shares537,630 from 537,630
Change0 (0%)
Value$275.8M (+$75.2M)
Filed 2026-10-30
Louisiana State Employees Retirement System
DECREASED
Shares534,800 from 552,600
Change-17,800 (-3%)
Value$274.3M (+$68.2M)
Filed 2026-10-20
Glenview Trust Co
INCREASED
Shares532,411 from 520,772
Change+11,639 (+2%)
Value$273.1M (+$78.8M)
Filed 2026-10-28
Americana Partners, LLC
DECREASED
Shares520,718 from 527,809
Change-7,091 (-1%)
Value$267.1M (+$70.2M)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares518,376 from 644,605
Change-126,229 (-20%)
Value$265.9M (+$25.4M)
Filed 2026-10-15
Zevenbergen Capital Investments LLC
INCREASED
Shares517,109 from 312,395
Change+204,714 (+66%)
Value$265.2M (+$148.7M)
Filed 2026-10-08
Alphinity Investment Management Pty Ltd
DECREASED
Shares513,729 from 542,515
Change-28,786 (-5%)
Value$263.5M (+$61.1M)
Filed 2026-11-02
Kornitzer Capital Management Inc
DECREASED
Shares506,737 from 519,782
Change-13,045 (-3%)
Value$259.9M (+$66.0M)
Filed 2026-11-03
Cincinnati Financial Corp
UNCHANGED
Shares491,150 from 491,150
Change0 (0%)
Value$251.9M (+$68.7M)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares490,041 from 407,549
Change+82,492 (+20%)
Value$182.8M (+$30.8M)
Filed 2026-11-06
Busey Bank
DECREASED
Shares489,163 from 494,442
Change-5,279 (-1%)
Value$250.9M (+$66.5M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares478,234 from 375,993
Change+102,241 (+27%)
Value$245.3M (+$105.0M)
Filed 2026-10-29
Meyer Handelman Co
INCREASED
Shares478,040 from 476,711
Change+1,329 (+0%)
Value$245.2M (+$67.4M)
Filed 2026-10-28
Generate Investment Management Ltd
INCREASED
Shares477,848 from 422,913
Change+54,935 (+13%)
Value$245.1M (+$87.3M)
Filed 2026-10-14
Country Trust Bank
DECREASED
Shares476,452 from 509,988
Change-33,536 (-7%)
Value$244.4M (+$54.1M)
Filed 2026-10-30
UMB Bank, n.a.
DECREASED
Shares475,990 from 512,172
Change-36,182 (-7%)
Value$244.1M (+$53.1M)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
DECREASED
Shares473,622 from 473,877
Change-255 (0%)
Value$242.9M (+$66.2M)
Filed 2026-10-21
Sapient Capital LLC
INCREASED
Shares465,911 from 438,394
Change+27,517 (+6%)
Value$239.0M (+$75.4M)
Filed 2026-10-08
Cryder Capital Partners LLP
DECREASED
Shares461,940 from 555,426
Change-93,486 (-17%)
Value$236.9M (+$29.7M)
Filed 2026-11-03
Maryland State Retirement & Pension System
INCREASED
Shares454,589 from 399,389
Change+55,200 (+14%)
Value$233.2M (+$84.2M)
Filed 2026-11-05
Nicholas Company, Inc.
DECREASED
Shares451,736 from 451,971
Change-235 (0%)
Value$231.7M (+$63.1M)
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares443,121 from 435,694
Change+7,427 (+2%)
Value$227.3M (+$64.8M)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares436,951 from 349,531
Change+87,420 (+25%)
Value$224.1M (+$93.7M)
Filed 2026-10-15
James Hambro & Partners LLP
INCREASED
Shares435,336 from 428,709
Change+6,627 (+2%)
Value$223.3M (+$63.5M)
Filed 2026-10-19
Associated Banc-Corp
INCREASED
Shares431,922 from 430,040
Change+1,882 (+0%)
Value$221.5M (+$61.1M)
Filed 2026-10-30
Perpetual Ltd
DECREASED
Shares428,858 from 441,582
Change-12,724 (-3%)
Value$220.0M (+$55.2M)
Filed 2026-10-13
Bailard, Inc.
DECREASED
Shares420,659 from 421,507
Change-848 (0%)
Value$215.8M (+$58.5M)
Filed 2026-10-13
Fisher Funds Management LTD
DECREASED
Shares418,545 from 564,767
Change-146,222 (-26%)
Value$214.7M (+$4.0M)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares416,470 from 411,898
Change+4,572 (+1%)
Value$213.6M (+$60.0M)
Filed 2026-10-23
Staley Capital Advisers Inc
DECREASED
Shares402,901 from 403,479
Change-578 (0%)
Value$206.6M (+$56.1M)
Filed 2026-11-06
Salem Investment Counselors Inc
INCREASED
Shares401,376 from 397,731
Change+3,645 (+1%)
Value$205.9M (+$57.5M)
Filed 2026-10-13
Adams Diversified Equity Fund, Inc.
DECREASED
Shares400,400 from 404,500
Change-4,100 (-1%)
Value$205.4M (+$54.5M)
Filed 2026-10-21
Hartford Investment Management Co
DECREASED
Shares397,513 from 410,692
Change-13,179 (-3%)
Value$203.9M (+$50.7M)
Filed 2026-11-04
Baker Avenue Asset Management, LP
INCREASED
Shares396,971 from 376,429
Change+20,542 (+5%)
Value$203.6M (+$63.2M)
Filed 2026-11-06
Carnegie Investment Counsel
DECREASED
Shares391,627 from 396,759
Change-5,132 (-1%)
Value$198.0M (+$52.0M)
Filed 2026-10-20
Riverbridge Partners LLC
DECREASED
Shares391,594 from 413,524
Change-21,930 (-5%)
Value$200.8M (+$46.6M)
Filed 2026-11-05
Tokio Marine Asset Management Co LTD
INCREASED
Shares387,119 from 381,175
Change+5,944 (+2%)
Value$198.6M (+$56.4M)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares385,091 from 390,062
Change-4,971 (-1%)
Value$197.5M (+$52.0M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares384,364 from 343,272
Change+41,092 (+12%)
Value$197.1M (+$69.1M)
Filed 2026-10-08
Braun Stacey Associates Inc
INCREASED
Shares382,931 from 340,491
Change+42,440 (+12%)
Value$196.4M (+$69.4M)
Filed 2026-10-19
Hyperion Asset Management Ltd
DECREASED
Shares379,115 from 524,265
Change-145,150 (-28%)
Value$194.4M (-$1.1M)
Filed 2026-10-20
Antipodes Partners Ltd
DECREASED
Shares374,213 from 394,726
Change-20,513 (-5%)
Value$191.9M (+$44.7M)
Filed 2026-11-05
Argent Capital Management LLC
DECREASED
Shares373,057 from 388,886
Change-15,829 (-4%)
Value$191.3M (+$46.3M)
Filed 2026-10-05
New Mexico Educational Retirement Board
DECREASED
Shares371,161 from 392,261
Change-21,100 (-5%)
Value$190.4K (-$146.1M)
Filed 2026-11-05
Vest Financial, LLC
INCREASED
Shares370,477 from 347,843
Change+22,634 (+7%)
Value$190.0M (+$60.3M)
Filed 2026-10-21
Modera Wealth Management, LLC
DECREASED
Shares367,632 from 371,417
Change-3,785 (-1%)
Value$188.6M (+$50.0M)
Filed 2026-10-28
Focused Investors LLC
DECREASED
Shares363,900 from 433,700
Change-69,800 (-16%)
Value$186.6M (+$24.9M)
Filed 2026-10-30
Canoe Financial LP
DECREASED
Shares363,891 from 465,891
Change-102,000 (-22%)
Value$186.6M (+$12.8M)
Filed 2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares363,072 from 351,595
Change+11,477 (+3%)
Value$186.2M (+$55.1M)
Filed 2026-10-22
Chilton Capital Management LLC
DECREASED
Shares361,101 from 362,650
Change-1,549 (0%)
Value$185.2M (+$49.9M)
Filed 2026-10-28
Bokf, NA
INCREASED
Shares360,731 from 360,589
Change+142 (+0%)
Value$185.0M (+$50.5M)
Filed 2026-10-27
Florida Trust Wealth Management Co
DECREASED
Shares360,727 from 363,430
Change-2,703 (-1%)
Value$185.0M (+$49.5M)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares353,759 from 363,800
Change-10,041 (-3%)
Value$181.4M (+$45.7M)
Filed 2026-10-05
Milestone Resources Group Ltd
DECREASED
Shares346,635 from 841,156
Change-494,521 (-59%)
Value$177.8K (-$313.6M)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares345,408 from 296,327
Change+49,081 (+17%)
Value$180.4M (+$69.8M)
Filed 2026-11-04
Roffman Miller Associates Inc
INCREASED
Shares344,926 from 260,345
Change+84,581 (+32%)
Value$133.0M (+$35.9M)
Filed 2026-10-19
Tctc Holdings, LLC
INCREASED
Shares344,745 from 343,756
Change+989 (+0%)
Value$176.8M (+$48.6M)
Filed 2026-11-02
Daymark Wealth Partners, LLC
INCREASED
Shares342,565 from 332,878
Change+9,687 (+3%)
Value$175.7M (+$51.5M)
Filed 2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares342,478 from 353,838
Change-11,360 (-3%)
Value$175.7M (+$43.8M)
Filed 2026-10-21
Cornerstone Advisors, LLC
DECREASED
Shares342,387 from 355,668
Change-13,281 (-4%)
Value$175.6M (+$42.9M)
Filed 2026-11-06
Douglas Lane & Associates, LLC
DECREASED
Shares335,195 from 342,350
Change-7,155 (-2%)
Value$171.9M (+$44.2M)
Filed 2026-10-09
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares335,130 from 329,012
Change+6,118 (+2%)
Value$171.9M (+$49.2M)
Filed 2026-10-26
Saratoga Research & Investment Management
DECREASED
Shares334,099 from 334,179
Change-80 (0%)
Value$171.4M (+$46.7M)
Filed 2026-10-16
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares331,570 from 355,050
Change-23,480 (-7%)
Value$170.1M (+$37.6M)
Filed 2026-10-29
Old National Bancorp
INCREASED
Shares324,927 from 317,627
Change+7,300 (+2%)
Value$166.7M (+$48.2M)
Filed 2026-10-20
First Citizens Bank & Trust Co
INCREASED
Shares322,846 from 261,320
Change+61,526 (+24%)
Value$165.6M (+$68.1M)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares319,634 from 306,090
Change+13,544 (+4%)
Value$163.9M (+$49.8M)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED
Shares314,464 from 314,298
Change+166 (+0%)
Value$161.3M (+$44.1M)
Filed 2026-11-05
Norris Perne & French LLP
DECREASED
Shares313,992 from 317,586
Change-3,594 (-1%)
Value$161.0M (+$42.6M)
Filed 2026-10-23
HUB Investment Partners, LLC
INCREASED
Shares313,258 from 297,773
Change+15,485 (+5%)
Value$160.7M (+$49.6M)
Filed 2026-11-03
J. L. Bainbridge & Co., Inc.
DECREASED
Shares313,191 from 314,580
Change-1,389 (0%)
Value$160.6M (+$43.3M)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares311,852 from 330,356
Change-18,504 (-6%)
Value$159.9M (+$36.7M)
Filed 2026-10-20
Triglav Investments, D.O.O.
INCREASED
Shares310,297 from 273,792
Change+36,505 (+13%)
Value$159.2M (+$57.0M)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares307,428 from 305,315
Change+2,113 (+1%)
Value$157.7M (+$43.8M)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares306,008 from 297,053
Change+8,955 (+3%)
Value$157.0K (-$110.7M)
Filed 2026-10-26
Highland Capital Management, LLC
INCREASED
Shares300,293 from 264,734
Change+35,559 (+13%)
Value$154.0M (+$55.3M)
Filed 2026-10-26
Dana Investment Advisors, Inc.
DECREASED
Shares299,973 from 301,285
Change-1,312 (0%)
Value$153.9M (+$41.5M)
Filed 2026-11-06
Clifford Swan Investment Counsel LLC
DECREASED
Shares295,667 from 298,885
Change-3,218 (-1%)
Value$151.6M (+$40.2M)
Filed 2026-11-05
Rockland Trust Co
INCREASED
Shares294,841 from 293,155
Change+1,686 (+1%)
Value$151.2M (+$41.9M)
Filed 2026-10-05
Mcdaniel Terry & Co
DECREASED
Shares293,817 from 295,851
Change-2,034 (-1%)
Value$150.7M (+$40.3M)
Filed 2026-11-05
Mondrian Investment Partners LTD
DECREASED
Shares291,748 from 514,232
Change-222,484 (-43%)
Value$149.6M (-$42.2M)
Filed 2026-10-23
Motley Fool Asset Management LLC
DECREASED
Shares290,072 from 326,966
Change-36,894 (-11%)
Value$148.8M (+$26.8M)
Filed 2026-10-27
Greenleaf Trust
DECREASED
Shares290,031 from 296,267
Change-6,236 (-2%)
Value$148.8M (+$38.2M)
Filed 2026-10-29
Mogy Joel R Investment Counsel Inc
INCREASED
Shares287,081 from 286,312
Change+769 (+0%)
Value$147.2M (+$40.4M)
Filed 2026-10-13
Heritage Investors Management Corp
DECREASED
Shares286,334 from 292,324
Change-5,990 (-2%)
Value$146.9K (-$108.9M)
Filed 2026-10-29
Farmers & Merchants Investments Inc
INCREASED
Shares285,589 from 282,623
Change+2,966 (+1%)
Value$146.5M (+$41.1M)
Filed 2026-10-22
Cohen Klingenstein LLC
UNCHANGED
Shares285,500 from 285,500
Change0 (0%)
Value$146.4M (+$39.9M)
Filed 2026-10-15
KCM Investment Advisors LLC
DECREASED
Shares284,398 from 292,283
Change-7,885 (-3%)
Value$145.9M (+$36.8M)
Filed 2026-10-27
Gradient Investments LLC
DECREASED
Shares282,382 from 304,934
Change-22,552 (-7%)
Value$144.8M (+$31.1M)
Filed 2026-10-08
Sterling Capital Management LLC
DECREASED
Shares281,619 from 315,312
Change-33,693 (-11%)
Value$144.4M (+$26.8M)
Filed 2026-10-22
Calamos Wealth Management LLC
DECREASED
Shares281,325 from 283,321
Change-1,996 (-1%)
Value$144.3M (+$38.6M)
Filed 2026-11-02
Vaughan David Investments LLC
DECREASED
Shares279,572 from 280,804
Change-1,232 (0%)
Value$143.4K (-$104.6M)
Filed 2026-11-05
Birch Hill Investment Advisors LLC
DECREASED
Shares279,241 from 283,554
Change-4,313 (-2%)
Value$143.2M (+$37.5M)
Filed 2026-10-16
Aberdeen Group plc
DECREASED
Shares275,657 from 9,019,337
Change-8,743,680 (-97%)
Value$31.3M (-$3.3B)
Filed 2026-11-06
Howland Capital Management LLC
INCREASED
Shares274,624 from 274,435
Change+189 (+0%)
Value$140.9M (+$38.5M)
Filed 2026-10-22
MFF Capital Investments Ltd
UNCHANGED
Shares273,429 from 273,429
Change0 (0%)
Value$140.2M (+$38.2M)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares270,216 from 269,967
Change+249 (+0%)
Value$138.6M (+$37.9M)
Filed 2026-10-23
Talbot Financial, LLC
DECREASED
Shares268,229 from 271,136
Change-2,907 (-1%)
Value$137.6M (+$36.4M)
Filed 2026-10-19
Howard Capital Management, LLC
DECREASED
Shares267,867 from 279,061
Change-11,194 (-4%)
Value$137.4M (+$33.3M)
Filed 2026-10-16
Chicago Capital, LLC
INCREASED
Shares267,639 from 263,586
Change+4,053 (+2%)
Value$137.3M (+$38.9M)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED
Shares262,866 from 268,913
Change-6,047 (-2%)
Value$134.8M (+$34.5M)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED
Shares261,801 from 237,680
Change+24,121 (+10%)
Value$136.8M (+$45.5M)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares260,756 from 254,322
Change+6,434 (+3%)
Value$133.7M (+$38.9M)
Filed 2026-10-21
Smith Salley Wealth Management
INCREASED
Shares260,085 from 243,743
Change+16,342 (+7%)
Value$133.4M (+$42.5M)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares259,895 from 233,876
Change+26,019 (+11%)
Value$133.5M (+$46.2M)
Filed 2026-11-05
Northeast Investment Management
DECREASED
Shares258,490 from 259,061
Change-571 (0%)
Value$132.6M (+$35.9M)
Filed 2026-10-30
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares258,320 from 258,320
Change0 (0%)
Value$132.5M (+$36.1M)
Filed 2026-10-06
Community Trust & Investment Co
INCREASED
Shares258,270 from 256,067
Change+2,203 (+1%)
Value$132.5M (+$36.9M)
Filed 2026-10-15
Guyasuta Investment Advisors Inc
DECREASED
Shares258,060 from 260,246
Change-2,186 (-1%)
Value$132.4M (+$35.3M)
Filed 2026-10-15
Franklin Street Advisors Inc
DECREASED
Shares256,059 from 258,696
Change-2,637 (-1%)
Value$131.3M (+$34.8M)
Filed 2026-10-13
Elite Wealth Management, Inc.
INCREASED
Shares255,465 from 225,389
Change+30,076 (+13%)
Value$131.0M (+$47.0M)
Filed 2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED
Shares254,776 from 241,243
Change+13,533 (+6%)
Value$130.7M (+$40.7M)
Filed 2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares251,177 from 249,672
Change+1,505 (+1%)
Value$128.8M (+$35.7M)
Filed 2026-10-22
Venture Visionary Partners LLC
INCREASED
Shares251,167 from 240,248
Change+10,919 (+5%)
Value$128.8M (+$39.2M)
Filed 2026-10-07
Maple Capital Management, Inc.
DECREASED
Shares250,184 from 258,738
Change-8,554 (-3%)
Value$128.3M (+$31.8M)
Filed 2026-11-02
Sather Financial Group Inc
INCREASED
Shares249,486 from 246,993
Change+2,493 (+1%)
Value$128.0M (+$35.8M)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED
Shares246,507 from 239,512
Change+6,995 (+3%)
Value$126.4M (+$37.1M)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares244,397 from 262,567
Change-18,170 (-7%)
Value$125.4M (+$27.4M)
Filed 2026-10-22
Park National Corp
DECREASED
Shares244,284 from 257,453
Change-13,169 (-5%)
Value$125.3M (+$29.3M)
Filed 2026-10-05
MGO One Seven LLC
DECREASED
Shares243,926 from 250,008
Change-6,082 (-2%)
Value$125.1M (+$31.9M)
Filed 2026-10-28
Deprince Race & Zollo Inc
INCREASED
Shares243,504 from 235,894
Change+7,610 (+3%)
Value$124.9M (+$36.9M)
Filed 2026-10-13
Annex Advisory Services, LLC
INCREASED
Shares242,727 from 235,346
Change+7,381 (+3%)
Value$124.5M (+$36.7M)
Filed 2026-10-16
Profund Advisors LLC
DECREASED
Shares242,604 from 260,957
Change-18,353 (-7%)
Value$124.4M (+$27.1M)
Filed 2026-10-29
Pzena Investment Management LLC
INCREASED
Shares240,993 from 755
Change+240,238 (+31820%)
Value$123.6M (+$123.3M)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares240,742 from 229,490
Change+11,252 (+5%)
Value$123.5M (+$37.9M)
Filed 2026-10-27
Soltis Investment Advisors LLC
INCREASED
Shares237,564 from 226,152
Change+11,412 (+5%)
Value$121.8M (+$37.5M)
Filed 2026-10-28
BCV Asset Management Inc.
INCREASED
Shares234,042 from 227,873
Change+6,169 (+3%)
Value$120.5M (+$36.4M)
Filed 2026-11-06
Reynders McVeigh Capital Management, LLC
INCREASED
Shares233,944 from 219,809
Change+14,135 (+6%)
Value$120.0M (+$38.0M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
DECREASED
Shares231,908 from 238,682
Change-6,774 (-3%)
Value$118.9M (+$29.9M)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares230,099 from 199,013
Change+31,086 (+16%)
Value$118.0M (+$43.8M)
Filed 2026-10-08
Davidson Investment Advisors
DECREASED
Shares229,572 from 242,760
Change-13,188 (-5%)
Value$117.7M (+$27.2M)
Filed 2026-10-20
Wedbush Securities Inc
DECREASED
Shares228,441 from 237,199
Change-8,758 (-4%)
Value$117.2K (-$88.4M)
Filed 2026-10-22
Guardcap Asset Management Ltd
DECREASED
Shares228,278 from 256,389
Change-28,111 (-11%)
Value$116.5M (+$19.9M)
Filed 2026-11-06
North Dakota State Investment Board
INCREASED
Shares227,551 from 219,052
Change+8,499 (+4%)
Value$116.7M (+$35.0M)
Filed 2026-10-27
Central Trust Co
DECREASED
Shares227,303 from 229,218
Change-1,915 (-1%)
Value$116.6M (+$31.1M)
Filed 2026-11-05
Parthenon LLC
DECREASED
Shares227,186 from 227,288
Change-102 (0%)
Value$116.5M (+$31.7M)
Filed 2026-10-22
Ninety One North America, Inc.
DECREASED
Shares227,036 from 240,494
Change-13,458 (-6%)
Value$116.4M (+$26.7M)
Filed 2026-10-15
ZWJ Investment Counsel Inc
INCREASED
Shares225,552 from 218,989
Change+6,563 (+3%)
Value$115.7M (+$34.0M)
Filed 2026-10-15
Grandfield & Dodd, LLC
INCREASED
Shares225,063 from 224,218
Change+845 (+0%)
Value$115.4M (+$31.8M)
Filed 2026-10-29
Capital Investment Advisors, LLC
INCREASED
Shares224,837 from 221,923
Change+2,914 (+1%)
Value$115.3M (+$32.5M)
Filed 2026-10-22
Welch Group, LLC
INCREASED
Shares223,862 from 219,788
Change+4,074 (+2%)
Value$114.8M (+$32.8M)
Filed 2026-10-29
Covea Finance
DECREASED
Shares223,418 from 258,918
Change-35,500 (-14%)
Value$114.6M (+$18.0M)
Filed 2026-10-21
Fifth Third Wealth Advisors LLC
INCREASED
Shares222,316 from 216,871
Change+5,445 (+3%)
Value$114.0M (+$33.1M)
Filed 2026-10-22
Global X Japan Co., Ltd.
DECREASED
Shares221,881 from 233,922
Change-12,041 (-5%)
Value$113.8M (+$26.5M)
Filed 2026-10-21
Blue Grotto Capital, LLC
INCREASED
Shares220,248 from 100,248
Change+120,000 (+120%)
Value$113.0M (+$75.6M)
Filed 2026-11-04
Diversified Trust Co
DECREASED
Shares220,016 from 225,992
Change-5,976 (-3%)
Value$112.8M (+$28.5M)
Filed 2026-11-06
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares219,900 from 219,900
Change0 (0%)
Value$112.8M (+$30.8M)
Filed 2026-10-28
Letko, Brosseau & Associates Inc
DECREASED
Shares219,465 from 241,356
Change-21,891 (-9%)
Value$112.6M (+$22.5M)
Filed 2026-11-06
Wesbanco Bank Inc
DECREASED
Shares218,851 from 307,752
Change-88,901 (-29%)
Value$112.2M (-$2.5M)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares215,905 from 226,148
Change-10,243 (-5%)
Value$110.7M (+$26.4M)
Filed 2026-10-23
Chesley Taft & Associates LLC
DECREASED
Shares213,746 from 217,171
Change-3,425 (-2%)
Value$109.6M (+$28.6M)
Filed 2026-10-13
Waters Parkerson & Co., LLC
DECREASED
Shares212,564 from 213,340
Change-776 (0%)
Value$109.0M (+$29.4M)
Filed 2026-11-04
CWA Asset Management Group, LLC
INCREASED
Shares210,935 from 206,608
Change+4,327 (+2%)
Value$108.2M (+$31.1M)
Filed 2026-10-19
Quadrant Capital Group LLC
DECREASED
Shares206,761 from 213,817
Change-7,056 (-3%)
Value$112.4M (+$32.6M)
Filed 2026-10-20
Edgemoor Investment Advisors, Inc.
DECREASED
Shares206,729 from 209,741
Change-3,012 (-1%)
Value$106.0M (+$27.8M)
Filed 2026-11-03
Kanawha Capital Management LLC
INCREASED
Shares204,592 from 203,939
Change+653 (+0%)
Value$104.9M (+$28.9M)
Filed 2026-10-19
Vantage Investment Partners, LLC
INCREASED
Shares203,395 from 198,066
Change+5,329 (+3%)
Value$104.3M (+$30.4M)
Filed 2026-10-27
Washington Trust Co
DECREASED
Shares202,106 from 203,349
Change-1,243 (-1%)
Value$103.7M (+$27.8M)
Filed 2026-10-22
Mill Capital Management, LLC
INCREASED
Shares201,979 from 201,680
Change+299 (+0%)
Value$103.6M (+$28.4M)
Filed 2026-10-26
Ritholtz Wealth Management
INCREASED
Shares201,739 from 185,928
Change+15,811 (+9%)
Value$103.5M (+$34.1M)
Filed 2026-11-05
Obermeyer Wealth Partners
DECREASED
Shares201,362 from 201,468
Change-106 (0%)
Value$103.3M (+$28.1M)
Filed 2026-10-21
Moors & Cabot, Inc.
INCREASED
Shares200,533 from 200,169
Change+364 (+0%)
Value$102.9M (+$28.2M)
Filed 2026-11-06
NBT Bank, N.A.
DECREASED
Shares200,179 from 201,559
Change-1,380 (-1%)
Value$102.7M (+$27.5M)
Filed 2026-10-21
Hohimer Wealth Management, LLC
DECREASED
Shares198,832 from 210,530
Change-11,698 (-6%)
Value$102.0M (+$23.4M)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares197,671 from 193,067
Change+4,604 (+2%)
Value$101.4M (+$29.4M)
Filed 2026-10-13
Sander Capital Advisors Inc
DECREASED
Shares196,640 from 197,239
Change-599 (0%)
Value$100.9K (+$27.3K)
Filed 2026-10-20
Knights of Columbus Asset Advisors LLC
INCREASED
Shares196,030 from 190,099
Change+5,931 (+3%)
Value$100.5M (+$29.6M)
Filed 2026-11-05
Diversify Advisory Services, LLC
INCREASED
Shares195,890 from 182,468
Change+13,422 (+7%)
Value$105.7M (+$34.7M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares195,890 from 182,468
Change+13,422 (+7%)
Value$105.7M (+$34.7M)
Filed 2026-10-20
Nichols & Pratt Advisers LLP
INCREASED
Shares195,240 from 190,060
Change+5,180 (+3%)
Value$100.1M (+$29.2M)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares192,911 from 138,141
Change+54,770 (+40%)
Value$98.9M (+$47.4M)
Filed 2026-11-04
Securian Asset Management, Inc
DECREASED
Shares192,882 from 197,396
Change-4,514 (-2%)
Value$98.9M (+$21.2M)
Filed 2026-11-06
First American Bank
DECREASED
Shares191,623 from 195,726
Change-4,103 (-2%)
Value$98.3M (+$25.3M)
Filed 2026-10-27
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares191,360 from 186,285
Change+5,075 (+3%)
Value$98.1M (+$28.7M)
Filed 2026-10-14
Howard Capital Management Group, LLC
DECREASED
Shares191,169 from 191,810
Change-641 (0%)
Value$98.1M (+$26.5M)
Filed 2026-10-16
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares189,946 from 193,545
Change-3,599 (-2%)
Value$97.4M (+$25.2M)
Filed 2026-11-05
Sycomore Asset Management
UNCHANGED
Shares189,860 from 189,860
Change0 (0%)
Value$79.0K ($0)
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares189,088 from 198,704
Change-9,616 (-5%)
Value$97.0M (+$22.9M)
Filed 2026-10-22
First National Trust Co
DECREASED
Shares188,429 from 201,595
Change-13,166 (-7%)
Value$96.6M (+$21.4M)
Filed 2026-10-28
Private Wealth Partners, LLC
INCREASED
Shares188,429 from 187,537
Change+892 (+0%)
Value$96.6M (+$26.7M)
Filed 2026-10-22
Empire Life Investments Inc.
INCREASED
Shares187,723 from 184,286
Change+3,437 (+2%)
Value$96.3M (+$27.5M)
Filed 2026-11-06
Smith Chas P & Associates PA Cpas
DECREASED
Shares187,440 from 189,183
Change-1,743 (-1%)
Value$99.2M (+$28.6M)
Filed 2026-10-22
Versant Capital Management, Inc
INCREASED
Shares186,310 from 184,849
Change+1,461 (+1%)
Value$95.6M (+$26.6M)
Filed 2026-10-02
Pacific Sage Partners, LLC
DECREASED
Shares186,200 from 186,646
Change-446 (0%)
Value$95.5M (+$25.9M)
Filed 2026-10-21
Henshaw Capital LLC
DECREASED
Shares185,312 from 185,313
Change-1 (0%)
Value$95.0M (+$25.9M)
Filed 2026-11-03
Plato Investment Management Ltd
INCREASED
Shares184,369 from 175,526
Change+8,843 (+5%)
Value$94.9M (+$29.8M)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares184,214 from 180,462
Change+3,752 (+2%)
Value$94.5M (+$27.2M)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares182,123 from 179,265
Change+2,858 (+2%)
Value$93.4M (+$26.5M)
Filed 2026-10-08
Waycross Partners, LLC
INCREASED
Shares180,998 from 173,452
Change+7,546 (+4%)
Value$92.8M (+$28.1M)
Filed 2026-11-03
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares180,454 from 114,756
Change+65,698 (+57%)
Value$92.6M (+$49.7M)
Filed 2026-10-30
Grimes & Co Wealth Management, LLC
INCREASED
Shares180,148 from 177,461
Change+2,687 (+2%)
Value$92.4M (+$26.2M)
Filed 2026-10-29
Univest Financial Corp
DECREASED
Shares179,767 from 183,288
Change-3,521 (-2%)
Value$92.2M (+$23.8M)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares179,203 from 177,551
Change+1,652 (+1%)
Value$91.9M (+$25.7M)
Filed 2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED
Shares175,219 from 145,892
Change+29,327 (+20%)
Value$89.2M (+$34.8M)
Filed 2026-10-28
Level Four Advisory Services, LLC
DECREASED
Shares174,861 from 182,005
Change-7,144 (-4%)
Value$89.7M (+$21.8M)
Filed 2026-11-06
Alta Capital Management LLC/
DECREASED
Shares174,315 from 196,038
Change-21,723 (-11%)
Value$89.4M (+$16.3M)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares174,126 from 178,186
Change-4,060 (-2%)
Value$89.3M (+$22.8M)
Filed 2026-11-04
Violich Capital Management, Inc.
DECREASED
Shares173,373 from 177,079
Change-3,706 (-2%)
Value$88.9M (+$22.9M)
Filed 2026-10-05
Caledonia Investments PLC
DECREASED
Shares173,017 from 199,317
Change-26,300 (-13%)
Value$88.7M (+$14.4M)
Filed 2026-10-13
Matrix Asset Advisors Inc
INCREASED
Shares173,012 from 172,878
Change+134 (+0%)
Value$88.7M (+$24.3M)
Filed 2026-10-13
Stack Financial Management, Inc
DECREASED
Shares172,651 from 187,635
Change-14,984 (-8%)
Value$88.6M (+$18.6M)
Filed 2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED
Shares172,628 from 175,620
Change-2,992 (-2%)
Value$88.5M (+$23.0M)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED
Shares172,451 from 181,210
Change-8,759 (-5%)
Value$88.5M (+$20.9M)
Filed 2026-10-13
Value Partners Investments Inc.
DECREASED
Shares171,340 from 247,817
Change-76,477 (-31%)
Value$88.0M (-$4.3M)
Filed 2026-10-19
Kintegral Advisory, LLC
INCREASED
Shares170,212 from 169,250
Change+962 (+1%)
Value$87.3M (+$24.2M)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares169,411 from 188,165
Change-18,754 (-10%)
Value$86.9M (+$16.7M)
Filed 2026-10-22
Synergy Asset Management, LLC
DECREASED
Shares168,869 from 183,474
Change-14,605 (-8%)
Value$86.6M (+$18.2M)
Filed 2026-11-05
Boston Common Asset Management, LLC
INCREASED
Shares167,723 from 157,839
Change+9,884 (+6%)
Value$86.0M (+$27.1M)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares166,993 from 166,473
Change+520 (+0%)
Value$85.7M (+$23.6M)
Filed 2026-11-05
Parsons Capital Management Inc
DECREASED
Shares166,513 from 167,422
Change-909 (-1%)
Value$85.4M (+$23.0M)
Filed 2026-10-28
Trust Co of Toledo NA
DECREASED
Shares165,249 from 167,600
Change-2,351 (-1%)
Value$84.8M (+$22.2M)
Filed 2026-10-16
Milestones Administradora de Recursos Ltda.
DECREASED
Shares165,029 from 177,513
Change-12,484 (-7%)
Value$84.6M (+$18.4M)
Filed 2026-10-21
LVM Capital Management LTD
DECREASED
Shares164,433 from 168,745
Change-4,312 (-3%)
Value$84.3M (+$84.3M)
Filed 2026-10-20
Eagle Global Advisors LLC
DECREASED
Shares163,986 from 164,259
Change-273 (0%)
Value$84.1M (+$22.8M)
Filed 2026-11-02
SteelPeak Wealth, LLC
DECREASED
Shares163,302 from 195,044
Change-31,742 (-16%)
Value$83.8M (+$11.0M)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED
Shares163,129 from 156,449
Change+6,680 (+4%)
Value$83.7M (+$25.3M)
Filed 2026-10-16
Adell Harriman & Carpenter Inc
INCREASED
Shares161,421 from 160,573
Change+848 (+1%)
Value$82.8M (+$22.9M)
Filed 2026-11-02
Narwhal Capital Management
DECREASED
Shares161,388 from 162,292
Change-904 (-1%)
Value$82.8M (+$22.2M)
Filed 2026-11-04
McCollum Christoferson Group LLC
INCREASED
Shares161,220 from 83,769
Change+77,451 (+92%)
Value$19.9M (+$5.2M)
Filed 2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares161,179 from 83,063
Change+78,116 (+94%)
Value$82.7K (-$30.9M)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares160,859 from 160,066
Change+793 (+1%)
Value$82.5M (+$22.8M)
Filed 2026-10-29
Asset Advisors Investment Management, LLC
DECREASED
Shares160,710 from 160,948
Change-238 (0%)
Value$82.4M (+$22.4M)
Filed 2026-10-19
Wedge Capital Management L L P
DECREASED
Shares160,589 from 201,880
Change-41,291 (-20%)
Value$82.4M (+$7.1M)
Filed 2026-10-13
Woodstock Corp
INCREASED
Shares159,963 from 159,578
Change+385 (+0%)
Value$82.0M (+$22.5M)
Filed 2026-10-13
AMI Asset Management Corp
DECREASED
Shares159,314 from 165,895
Change-6,581 (-4%)
Value$81.7M (+$19.8M)
Filed 2026-10-20
Compass Capital Management, Inc
DECREASED
Shares159,030 from 166,539
Change-7,509 (-5%)
Value$81.6M (+$19.4M)
Filed 2026-11-06
Nixon Peabody Trust Co
INCREASED
Shares158,971 from 149,331
Change+9,640 (+6%)
Value$81.5M (+$25.8M)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED
Shares158,882 from 192,374
Change-33,492 (-17%)
Value$81.5M (+$9.7M)
Filed 2026-10-16
Nicholas Hoffman & Company, Llc.
INCREASED
Shares156,979 from 156,821
Change+158 (+0%)
Value$80.5M (+$22.0M)
Filed 2026-10-30
Forbes J M & Co LLP
INCREASED
Shares156,416 from 155,852
Change+564 (+0%)
Value$80.2M (+$22.1M)
Filed 2026-10-16
BLB&B Advisors, LLC
DECREASED
Shares153,952 from 166,945
Change-12,993 (-8%)
Value$79.0M (+$16.7M)
Filed 2026-10-27
Coronation Fund Managers Ltd.
DECREASED
Shares153,901 from 161,594
Change-7,693 (-5%)
Value$78.9M (+$18.7M)
Filed 2026-10-27
Addenda Capital Inc.
INCREASED
Shares153,377 from 129,812
Change+23,565 (+18%)
Value$78.7M (+$30.2M)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares152,081 from 151,909
Change+172 (+0%)
Value$78.0M (+$21.3M)
Filed 2026-10-23
Investment House LLC
DECREASED
Shares151,099 from 201,427
Change-50,328 (-25%)
Value$77.5M (+$2.4M)
Filed 2026-10-21
Washington Trust Bank
INCREASED
Shares150,803 from 145,023
Change+5,780 (+4%)
Value$77.3M (+$23.3M)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares150,227 from 146,616
Change+3,611 (+2%)
Value$77.1M (+$22.4M)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares150,202 from 141,534
Change+8,668 (+6%)
Value$78.8M (+$24.8M)
Filed 2026-10-27
Lmcg Investments, LLC
INCREASED
Shares149,958 from 147,881
Change+2,077 (+1%)
Value$76.9M (+$21.8M)
Filed 2026-10-21
Levin Capital Strategies, L.P.
INCREASED
Shares148,595 from 134,133
Change+14,462 (+11%)
Value$76.2M (+$26.2M)
Filed 2026-11-02
Baldwin Wealth Partners LLC
DECREASED
Shares148,488 from 148,926
Change-438 (0%)
Value$76.2M (+$20.6M)
Filed 2026-10-13
Ninety One SA (PTY) Ltd
DECREASED
Shares148,389 from 150,064
Change-1,675 (-1%)
Value$76.6M (+$20.9M)
Filed 2026-10-15
Patten & Patten Inc
DECREASED
Shares148,294 from 149,249
Change-955 (-1%)
Value$76.1M (+$20.4M)
Filed 2026-10-26
Compound Planning, Inc.
INCREASED
Shares148,081 from 135,077
Change+13,004 (+10%)
Value$76.0M (+$25.6M)
Filed 2026-11-05
Cidel Asset Management Inc
INCREASED
Shares147,598 from 132,721
Change+14,877 (+11%)
Value$75.7M (+$26.2M)
Filed 2026-10-29
Manitou Investment Management Ltd.
DECREASED
Shares147,376 from 155,364
Change-7,988 (-5%)
Value$75.6M (+$17.6M)
Filed 2026-10-15
Wedmont Private Capital
INCREASED
Shares147,027 from 101,962
Change+45,065 (+44%)
Value$76.8M (+$37.6M)
Filed 2026-10-09
OAK Ridge Investments LLC
DECREASED
Shares146,279 from 153,252
Change-6,973 (-5%)
Value$75.0M (+$17.9M)
Filed 2026-10-30
Formuepleje A/S
DECREASED
Shares146,223 from 165,010
Change-18,787 (-11%)
Value$75.0M (+$13.4M)
Filed 2026-10-15
Suncoast Equity Management
DECREASED
Shares145,025 from 150,237
Change-5,212 (-3%)
Value$74.4M (+$18.3M)
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED
Shares144,810 from 143,925
Change+885 (+1%)
Value$74.3M (+$20.6M)
Filed 2026-10-23
JAG Capital Management, LLC
DECREASED
Shares143,705 from 144,898
Change-1,193 (-1%)
Value$73.7M (+$19.7M)
Filed 2026-11-06
Campbell Newman Asset Management Inc
INCREASED
Shares143,438 from 133,704
Change+9,734 (+7%)
Value$73.6M (+$23.7M)
Filed 2026-10-22
Burney Co/
INCREASED
Shares143,309 from 83,645
Change+59,664 (+71%)
Value$73.5M (+$42.3M)
Filed 2026-10-15
Cullinan Associates Inc
INCREASED
Shares142,977 from 139,649
Change+3,328 (+2%)
Value$73.3M (+$21.2M)
Filed 2026-11-03
Fishman JAY A LTD
DECREASED
Shares142,863 from 148,531
Change-5,668 (-4%)
Value$73.3M (+$17.9M)
Filed 2026-10-26
Applied Finance Capital Management, LLC
INCREASED
Shares142,727 from 141,576
Change+1,151 (+1%)
Value$73.2M (+$20.4M)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares142,474 from 143,110
Change-636 (0%)
Value$73.1M (+$19.7M)
Filed 2026-11-03
Tandem Investment Advisors, Inc.
DECREASED
Shares142,450 from 174,326
Change-31,876 (-18%)
Value$73.1M (+$8.0M)
Filed 2026-11-04
V-Square Quantitative Management LLC
INCREASED
Shares142,409 from 140,754
Change+1,655 (+1%)
Value$73.0M (+$20.5M)
Filed 2026-10-15
Provident Investment Management, Inc.
DECREASED
Shares141,311 from 150,278
Change-8,967 (-6%)
Value$72.5M (+$16.4M)
Filed 2026-10-23
Neville Rodie & Shaw Inc
DECREASED
Shares140,817 from 149,160
Change-8,343 (-6%)
Value$72.2K (+$16.6K)
Filed 2026-10-05
Baskin Financial Services Inc.
DECREASED
Shares140,330 from 142,057
Change-1,727 (-1%)
Value$72.0K (+$19.0K)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares137,832 from 132,096
Change+5,736 (+4%)
Value$70.7M (+$21.4M)
Filed 2026-10-30
Marble Harbor Investment Counsel, LLC
DECREASED
Shares137,217 from 139,743
Change-2,526 (-2%)
Value$70.4M (+$18.3M)
Filed 2026-11-06
GW Henssler & Associates LTD
DECREASED
Shares136,630 from 137,196
Change-566 (0%)
Value$70.1M (+$18.9M)
Filed 2026-10-26
Confluence Investment Management LLC
DECREASED
Shares136,113 from 142,894
Change-6,781 (-5%)
Value$69.8M (+$16.5M)
Filed 2026-10-01
Praxis Investment Management Inc
UNCHANGED
Shares135,978 from 135,978
Change0 (0%)
Value$69.7K (-$50.7M)
Filed 2026-11-03
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED
Shares135,900 from 135,900
Change0 (0%)
Value$69.7M (+$19.0M)
Filed 2026-11-06
Matthew Goff Investment Advisor, LLC
INCREASED
Shares135,815 from 109,581
Change+26,234 (+24%)
Value$69.7M (+$28.8M)
Filed 2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares135,811 from 125,601
Change+10,210 (+8%)
Value$69.7M (+$22.8M)
Filed 2026-11-03
Spire Wealth Management
INCREASED
Shares135,096 from 131,257
Change+3,839 (+3%)
Value$69.3M (+$20.3M)
Filed 2026-10-30
Granite Investment Partners, LLC
DECREASED
Shares134,255 from 136,247
Change-1,992 (-1%)
Value$68.9M (+$18.0M)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares133,671 from 119,704
Change+13,967 (+12%)
Value$68.6M (+$23.9M)
Filed 2026-10-15
Montag A & Associates Inc
INCREASED
Shares133,320 from 132,404
Change+916 (+1%)
Value$68.4M (+$19.0M)
Filed 2026-10-29
Payden & Rygel
INCREASED
Shares133,050 from 91,850
Change+41,200 (+45%)
Value$68.2K (-$34.2M)
Filed 2026-10-28
Penobscot Investment Management Company, Inc.
DECREASED
Shares132,916 from 135,630
Change-2,714 (-2%)
Value$68.2M (+$17.6M)
Filed 2026-10-26
Auxano Advisors, LLC
INCREASED
Shares132,439 from 131,823
Change+616 (+0%)
Value$67.9M (+$18.8M)
Filed 2026-11-06
Cornerstone Wealth Group, LLC
INCREASED
Shares132,416 from 129,694
Change+2,722 (+2%)
Value$67.9M (+$19.5M)
Filed 2026-11-02
Garde Capital, Inc.
DECREASED
Shares131,936 from 144,563
Change-12,627 (-9%)
Value$67.7M (+$13.7M)
Filed 2026-10-29
Baxter Bros Inc
INCREASED
Shares131,558 from 131,367
Change+191 (+0%)
Value$67.5M (+$18.5M)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares130,285 from 124,051
Change+6,234 (+5%)
Value$66.8M (+$20.5M)
Filed 2026-10-22
Avity Investment Management Inc.
INCREASED
Shares130,240 from 126,311
Change+3,929 (+3%)
Value$66.8M (+$19.7M)
Filed 2026-10-09
Yarbrough Capital, LLC
UNCHANGED
Shares129,794 from 129,794
Change0 (0%)
Value$66.6M (+$18.2M)
Filed 2026-10-19
Wendell David Associates Inc
DECREASED
Shares129,687 from 131,068
Change-1,381 (-1%)
Value$66.5K (-$48.8M)
Filed 2026-10-27
GAM Holding AG
DECREASED
Shares129,557 from 139,116
Change-9,559 (-7%)
Value$66.4M (+$14.6M)
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares129,473 from 134,286
Change-4,813 (-4%)
Value$66.4M (+$16.4M)
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares129,247 from 129,390
Change-143 (0%)
Value$66.3M (+$18.0M)
Filed 2026-10-26
Albion Financial Group
INCREASED
Shares128,846 from 124,796
Change+4,050 (+3%)
Value$66.1M (+$19.5M)
Filed 2026-10-21
United Asset Strategies, Inc.
DECREASED
Shares127,917 from 130,692
Change-2,775 (-2%)
Value$65.6M (+$16.9M)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares127,659 from 124,487
Change+3,172 (+3%)
Value$65.5M (+$19.0M)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares126,914 from 121,343
Change+5,571 (+5%)
Value$67.2M (+$20.1M)
Filed 2026-10-08
Todd Asset Management LLC
INCREASED
Shares126,543 from 11,983
Change+114,560 (+956%)
Value$64.9M (+$60.4M)
Filed 2026-10-27
General American Investors Co Inc
DECREASED
Shares126,400 from 131,400
Change-5,000 (-4%)
Value$64.8M (+$15.8M)
Filed 2026-11-02
YHB Investment Advisors, Inc.
DECREASED
Shares124,622 from 127,919
Change-3,297 (-3%)
Value$63.9M (+$16.2M)
Filed 2026-10-08
Equitable Trust Co
DECREASED
Shares124,614 from 127,060
Change-2,446 (-2%)
Value$63.9M (+$16.5M)
Filed 2026-10-13
Willis Investment Counsel
INCREASED
Shares124,219 from 121,147
Change+3,072 (+3%)
Value$63.7M (+$18.5M)
Filed 2026-10-20
Pittenger & Anderson Inc
INCREASED
Shares123,894 from 123,089
Change+805 (+1%)
Value$63.5M (+$17.6M)
Filed 2026-11-02
Petredis Investment Advisors LLC
INCREASED
Shares122,119 from 122,032
Change+87 (+0%)
Value$62.6M (+$17.1M)
Filed 2026-10-20
Founders Capital Management, LLC
DECREASED
Shares122,038 from 122,044
Change-6 (0%)
Value$62.6M (+$17.1M)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
INCREASED
Shares121,621 from 109,867
Change+11,754 (+11%)
Value$62.4M (+$21.4M)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares121,606 from 108,006
Change+13,600 (+13%)
Value$62.4M (+$22.1M)
Filed 2026-10-14
CX Institutional
INCREASED
Shares121,105 from 118,731
Change+2,374 (+2%)
Value$62.1K (+$17.8K)
Filed 2026-10-02
Axxcess Wealth Management, LLC
DECREASED
Shares120,506 from 251,579
Change-131,073 (-52%)
Value$61.3M (-$32.1M)
Filed 2026-10-21
Private Advisory Group LLC
DECREASED
Shares120,500 from 136,240
Change-15,740 (-12%)
Value$61.8M (+$11.0M)
Filed 2026-11-06
Joel Isaacson & Co., LLC
INCREASED
Shares120,439 from 119,369
Change+1,070 (+1%)
Value$61.8M (+$17.2M)
Filed 2026-11-05
SVB Wealth LLC
DECREASED
Shares120,409 from 134,978
Change-14,569 (-11%)
Value$61.8M (+$11.4M)
Filed 2026-11-06
L. Roy Papp & Associates, LLP
DECREASED
Shares120,287 from 120,590
Change-303 (0%)
Value$61.7M (+$16.7M)
Filed 2026-10-21
Appleton Partners Inc
INCREASED
Shares119,483 from 116,361
Change+3,122 (+3%)
Value$61.3K (-$43.3M)
Filed 2026-10-30
Principle Wealth Partners LLC
INCREASED
Shares119,351 from 116,758
Change+2,593 (+2%)
Value$61.2M (+$17.7M)
Filed 2026-11-02
Strategic Planning Group, LLC
INCREASED
Shares118,947 from 91,869
Change+27,078 (+29%)
Value$61.0M (+$26.7M)
Filed 2026-10-22
Van Cleef Asset Management,Inc
DECREASED
Shares118,660 from 121,368
Change-2,708 (-2%)
Value$60.9M (+$15.6M)
Filed 2026-10-20
Burns J W & Co Inc
DECREASED
Shares118,093 from 118,654
Change-561 (0%)
Value$60.6M (+$16.3M)
Filed 2026-10-20
Kimelman & Baird, LLC
INCREASED
Shares117,868 from 117,806
Change+62 (+0%)
Value$60.5M (+$16.5M)
Filed 2026-11-03
Palisade Asset Management, LLC
DECREASED
Shares117,543 from 129,122
Change-11,579 (-9%)
Value$60.3M (+$12.1M)
Filed 2026-11-03
S-Bank Fund Management Ltd
INCREASED
Shares117,397 from 98,590
Change+18,807 (+19%)
Value$60.2M (+$23.4M)
Filed 2026-11-06
Axxion S.A.
DECREASED
Shares116,870 from 120,335
Change-3,465 (-3%)
Value$60.1M (+$20.8M)
Filed 2026-10-22
Alps Advisors Inc
DECREASED
Shares116,759 from 120,652
Change-3,893 (-3%)
Value$59.9M (+$14.9M)
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares116,472 from 112,493
Change+3,979 (+4%)
Value$59.7M (+$17.8M)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares116,319 from 117,678
Change-1,359 (-1%)
Value$59.7M (+$15.8M)
Filed 2026-11-04
Academy Capital Management
DECREASED
Shares115,970 from 122,816
Change-6,846 (-6%)
Value$59.5M (+$13.7M)
Filed 2026-11-05
Smith Group Asset Management, LLC
DECREASED
Shares115,845 from 186,902
Change-71,057 (-38%)
Value$59.4M (-$10.3M)
Filed 2026-10-27
Bdf-Gestion
DECREASED
Shares115,831 from 131,497
Change-15,666 (-12%)
Value$59.4M (+$53.7M)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares115,392 from 107,255
Change+8,137 (+8%)
Value$59.2M (+$19.2M)
Filed 2026-10-28
Masterinvest Kapitalanlage GmbH
DECREASED
Shares115,380 from 115,473
Change-93 (0%)
Value$59.2M (+$16.1M)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares115,004 from 81,778
Change+33,226 (+41%)
Value$59.0M (+$28.8M)
Filed 2026-10-13
Greenwood Gearhart LLC
INCREASED
Shares114,839 from 114,410
Change+429 (+0%)
Value$58.9M (+$16.2M)
Filed 2026-11-02
Bensler, LLC
INCREASED
Shares114,414 from 109,764
Change+4,650 (+4%)
Value$58.7M (+$17.7M)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
DECREASED
Shares113,880 from 117,102
Change-3,222 (-3%)
Value$58.4M (+$14.7M)
Filed 2026-10-14
Coerente Capital Management
DECREASED
Shares113,826 from 115,572
Change-1,746 (-2%)
Value$58.4M (+$15.3M)
Filed 2026-10-29
TCV Trust & Wealth Management, Inc.
DECREASED
Shares113,563 from 114,894
Change-1,331 (-1%)
Value$58.2M (+$15.4M)
Filed 2026-10-16
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares111,898 from 120,321
Change-8,423 (-7%)
Value$57.4M (+$12.5M)
Filed 2026-10-20
Tompkins Financial Corp
DECREASED
Shares111,714 from 113,010
Change-1,296 (-1%)
Value$57.3M (+$15.1M)
Filed 2026-10-05
Wilsey Asset Management Inc
UNCHANGED
Shares111,284 from 111,284
Change0 (0%)
Value$57.1M (+$15.6M)
Filed 2026-10-21
Carret Asset Management, LLC
DECREASED
Shares110,807 from 111,448
Change-641 (-1%)
Value$56.8M (+$15.3M)
Filed 2026-11-04
Capital Investment Services of America, Inc.
DECREASED
Shares110,661 from 112,908
Change-2,247 (-2%)
Value$56.8M (+$14.6M)
Filed 2026-11-02
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares110,450
Change+110,450
Value$56.6M
Filed 2026-11-04
Beaumont Financial Advisors, LLC
DECREASED
Shares110,387 from 110,877
Change-490 (0%)
Value$56.6M (+$15.3M)
Filed 2026-10-22
Anderson Hoagland & Co
INCREASED
Shares109,789 from 108,447
Change+1,342 (+1%)
Value$57.2M (+$16.8M)
Filed 2026-10-23
Asset One Wealth Management LLC
INCREASED
Shares109,729 from 96,016
Change+13,713 (+14%)
Value$56.3M (+$18.3M)
Filed 2026-11-02
Fideuram Asset Management (Ireland) dac
DECREASED
Shares109,702 from 317,202
Change-207,500 (-65%)
Value$53.1M (-$84.4M)
Filed 2026-10-29
Fulton Bank, N.A.
DECREASED
Shares109,402 from 114,955
Change-5,553 (-5%)
Value$56.1M (+$13.2M)
Filed 2026-10-14
Meiji Yasuda America Inc
INCREASED
Shares109,072 from 87,835
Change+21,237 (+24%)
Value$55.9M (+$23.2M)
Filed 2026-10-22
Cache Advisors, LLC
INCREASED
Shares108,821 from 93,785
Change+15,036 (+16%)
Value$55.8M (+$20.8M)
Filed 2026-10-16
Sky Investment Group LLC
INCREASED
Shares108,142 from 85,671
Change+22,471 (+26%)
Value$55.5M (+$23.5M)
Filed 2026-10-30
Oslo Pensjonsforsikring AS
INCREASED
Shares106,796 from 106,042
Change+754 (+1%)
Value$54.8M (+$15.2M)
Filed 2026-10-15
180 Wealth Advisors, LLC
DECREASED
Shares106,228 from 107,359
Change-1,131 (-1%)
Value$54.5M (+$14.4M)
Filed 2026-11-03
Philadelphia Trust Co
DECREASED
Shares105,712 from 117,041
Change-11,329 (-10%)
Value$54.2K (-$43.6M)
Filed 2026-11-05
Tamar Securities, LLC
DECREASED
Shares105,132 from 110,047
Change-4,915 (-4%)
Value$53.9M (+$12.9M)
Filed 2026-11-03
Sava Infond d.o.o.
DECREASED
Shares104,900 from 110,900
Change-6,000 (-5%)
Value$53.8M (+$12.4M)
Filed 2026-10-28
Ledyard National Bank
DECREASED
Shares104,402 from 106,951
Change-2,549 (-2%)
Value$53.5M (+$13.7M)
Filed 2026-10-21
Cambiar Investors LLC
NEW
Shares104,268
Change+104,268
Value$53.5M
Filed 2026-11-04
RAM Investment Partners, LLC
DECREASED
Shares103,915 from 113,075
Change-9,160 (-8%)
Value$53.3M (+$11.1M)
Filed 2026-10-21
First Merchants Corp
INCREASED
Shares103,853 from 102,598
Change+1,255 (+1%)
Value$53.3M (+$15.0M)
Filed 2026-10-15
Auto-Owners Insurance Co
DECREASED
Shares103,281 from 106,900
Change-3,619 (-3%)
Value$53.0M (+$13.1M)
Filed 2026-10-15
Pictet North America Advisors SA
INCREASED
Shares103,024 from 96,490
Change+6,534 (+7%)
Value$52.6M (+$16.8M)
Filed 2026-10-21
VestGen Advisors, LLC
INCREASED
Shares102,931 from 100,377
Change+2,554 (+3%)
Value$52.8M (+$15.4M)
Filed 2026-10-27
Barlow Wealth Partners, LLC
INCREASED
Shares102,901 from 101,834
Change+1,067 (+1%)
Value$54.5M (+$15.4M)
Filed 2026-10-15
Archon Partners LLC
UNCHANGED
Shares102,000 from 102,000
Change0 (0%)
Value$52.3M (+$14.3M)
Filed 2026-10-26
WestEnd Advisors, LLC
INCREASED
Shares101,468 from 98,269
Change+3,199 (+3%)
Value$52.0M (+$15.4M)
Filed 2026-10-27
Simplex Trading, LLC
DECREASED
Shares101,122 from 197,528
Change-96,406 (-49%)
Value$51.9M (-$21.8M)
Filed 2026-11-04
Nexus Investment Management ULC
INCREASED
Shares101,055 from 76,222
Change+24,833 (+33%)
Value$51.8M (+$23.4M)
Filed 2026-10-27
Angeles Wealth Management, LLC
DECREASED
Shares101,025 from 103,056
Change-2,031 (-2%)
Value$51.8M (+$13.4M)
Filed 2026-10-26
Moran Wealth Management, LLC
INCREASED
Shares100,649 from 97,043
Change+3,606 (+4%)
Value$51.6M (+$15.4M)
Filed 2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares100,434 from 100,412
Change+22 (+0%)
Value$51.5M (+$14.1M)
Filed 2026-10-19
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares100,149 from 105,227
Change-5,078 (-5%)
Value$51.4M (+$12.1M)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares100,070 from 84,453
Change+15,617 (+18%)
Value$51.3M (+$19.8M)
Filed 2026-10-26
Hoey Investments, Inc
DECREASED
Shares99,971 from 106,736
Change-6,765 (-6%)
Value$51.3M (+$11.5M)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares99,890 from 84,474
Change+15,416 (+18%)
Value$51.2M (+$19.7M)
Filed 2026-11-05
Marathon Asset Management Ltd
DECREASED
Shares99,844 from 159,718
Change-59,874 (-37%)
Value$51.2M (-$8.4M)
Filed 2026-10-26
Lynch & Associates
DECREASED
Shares99,769 from 100,370
Change-601 (-1%)
Value$51.2M (+$13.7M)
Filed 2026-10-13
Anchor Capital Advisors LLC
INCREASED
Shares98,470 from 90,507
Change+7,963 (+9%)
Value$50.5M (+$16.7M)
Filed 2026-11-05
Rossmore Private Capital
DECREASED
Shares98,266 from 98,280
Change-14 (0%)
Value$50.4M (+$13.7M)
Filed 2026-10-27
Fulcrum Capital LLC
INCREASED
Shares97,875 from 80,597
Change+17,278 (+21%)
Value$50.2M (+$20.1M)
Filed 2026-10-15
Coastline Trust Co
DECREASED
Shares97,699 from 103,306
Change-5,607 (-5%)
Value$50.1M (+$11.6M)
Filed 2026-10-01
LEE Danner & Bass Inc
INCREASED
Shares97,643 from 91,411
Change+6,232 (+7%)
Value$50.1M (+$16.0M)
Filed 2026-10-27
Harbor Investment Advisory, LLC
INCREASED
Shares97,408 from 93,724
Change+3,684 (+4%)
Value$50.0M (+$15.0M)
Filed 2026-10-13
WealthPlan Investment Management, LLC
INCREASED
Shares96,853 from 90,642
Change+6,211 (+7%)
Value$49.7M (+$15.9M)
Filed 2026-10-15
North Star Investment Management Corp.
DECREASED
Shares96,763 from 97,228
Change-465 (0%)
Value$49.6M (+$13.4M)
Filed 2026-10-27
One Wealth Capital Management, LLC
DECREASED
Shares96,295 from 97,862
Change-1,567 (-2%)
Value$49.4M (+$12.9M)
Filed 2026-10-23
ProVise Management Group, LLC
DECREASED
Shares95,919 from 97,541
Change-1,622 (-2%)
Value$49.2M (+$12.8M)
Filed 2026-11-06
Verity & Verity, LLC
DECREASED
Shares95,204 from 95,687
Change-483 (0%)
Value$48.8M (+$13.1M)
Filed 2026-10-23
Weatherly Asset Management L. P.
DECREASED
Shares94,773 from 95,292
Change-519 (-1%)
Value$48.6M (+$13.1M)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED
Shares94,770 from 96,066
Change-1,296 (-1%)
Value$48.6M (+$12.8M)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares94,685 from 84,993
Change+9,692 (+11%)
Value$48.6M (+$16.9M)
Filed 2026-10-21
Means Investment Co., Inc.
DECREASED
Shares94,472 from 99,637
Change-5,165 (-5%)
Value$48.5M (+$11.3M)
Filed 2026-11-03
Journey Advisory Group, LLC
INCREASED
Shares94,054 from 89,712
Change+4,342 (+5%)
Value$48.2M (+$14.8M)
Filed 2026-11-04
American National Bank & Trust
DECREASED
Shares93,988 from 97,857
Change-3,869 (-4%)
Value$48.2M (+$11.7M)
Filed 2026-10-07
Lyell Wealth Management, LP
DECREASED
Shares93,684 from 93,697
Change-13 (0%)
Value$48.1M (+$13.1M)
Filed 2026-10-30
Bath Savings Trust Co
DECREASED
Shares93,601 from 94,304
Change-703 (-1%)
Value$48.0M (+$12.8M)
Filed 2026-10-07
Sawgrass Asset Management LLC
INCREASED
Shares93,469 from 92,642
Change+827 (+1%)
Value$47.9M (+$13.4M)
Filed 2026-11-03
SP Asset Management LLC
INCREASED
Shares93,357 from 93,284
Change+73 (+0%)
Value$47.9M (+$13.1M)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares93,276 from 85,761
Change+7,515 (+9%)
Value$47.8M (+$15.9M)
Filed 2026-10-23
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
INCREASED
Shares93,250 from 76,500
Change+16,750 (+22%)
Value$47.8M (+$19.3M)
Filed 2026-11-05
Aaron Wealth Advisors LLC
DECREASED
Shares93,215 from 95,430
Change-2,215 (-2%)
Value$47.8M (+$12.2M)
Filed 2026-10-13
Blue Fin Capital, Inc.
INCREASED
Shares93,034 from 92,797
Change+237 (+0%)
Value$47.7M (+$13.1M)
Filed 2026-10-28
Nemes Rush Group LLC
INCREASED
Shares92,998 from 92,778
Change+220 (+0%)
Value$47.7M (+$13.1M)
Filed 2026-11-04
Cypress Capital Group
INCREASED
Shares92,951 from 91,883
Change+1,068 (+1%)
Value$47.7M (+$13.4M)
Filed 2026-11-03
Bochk Asset Management Ltd
DECREASED
Shares92,937 from 99,024
Change-6,087 (-6%)
Value$47.7M (+$10.7M)
Filed 2026-10-29
Northside Capital Management, LLC
DECREASED
Shares92,758 from 92,975
Change-217 (0%)
Value$47.6M (+$12.9M)
Filed 2026-10-13
First Nebraska Trust Co
DECREASED
Shares92,463 from 94,738
Change-2,275 (-2%)
Value$47.4M (+$12.1M)
Filed 2026-10-30
GFS Advisors, LLC
INCREASED
Shares92,352 from 75,981
Change+16,371 (+22%)
Value$47.4M (+$47.4M)
Filed 2026-11-03
Seilern Investment Management Ltd
DECREASED
Shares92,232 from 115,127
Change-22,895 (-20%)
Value$47.3M (+$4.4M)
Filed 2026-10-13
Occidental Asset Management, LLC
INCREASED
Shares91,863 from 85,268
Change+6,595 (+8%)
Value$47.1M (+$15.3M)
Filed 2026-11-05
Signal Advisors Wealth, LLC
DECREASED
Shares91,802 from 96,129
Change-4,327 (-4%)
Value$47.1M (+$11.2M)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares91,389 from 88,637
Change+2,752 (+3%)
Value$46.9M (+$13.8M)
Filed 2026-10-23
Tran Capital Management, L.P.
DECREASED
Shares91,331 from 92,904
Change-1,573 (-2%)
Value$46.8M (+$12.2M)
Filed 2026-10-19
HBK Sorce Advisory LLC
DECREASED
Shares90,158 from 92,747
Change-2,589 (-3%)
Value$48.3M (+$3.1M)
Filed 2026-11-06
ARS Wealth Advisors Group, LLC
INCREASED
Shares89,802 from 88,084
Change+1,718 (+2%)
Value$46.1M (+$13.2M)
Filed 2026-10-16
American Assets Investment Management, LLC
UNCHANGED
Shares89,650 from 89,650
Change0 (0%)
Value$46.0M (+$12.5M)
Filed 2026-10-30
Jacobs & Co
DECREASED
Shares89,568 from 90,747
Change-1,179 (-1%)
Value$45.9K (+$12.1K)
Filed 2026-10-09
Stackstone Wealth, LLC
NEW
Shares89,501
Change+89,501
Value$45.9M
Filed 2026-10-19
GoalVest Advisory LLC
INCREASED
Shares89,338 from 12,357
Change+76,981 (+623%)
Value$6.7M (+$2.1M)
Filed 2026-10-02
SAX Wealth Advisors, LLC
INCREASED
Shares89,298 from 42,120
Change+47,178 (+112%)
Value$45.8M (+$30.2M)
Filed 2026-10-13
Allen Operations LLC
UNCHANGED
Shares88,383 from 88,383
Change0 (0%)
Value$45.3M (+$12.4M)
Filed 2026-11-03
Randolph Co Inc
INCREASED
Shares88,352 from 88,220
Change+132 (+0%)
Value$45.3M (+$12.4M)
Filed 2026-10-23
Trinity Street Asset Management LLP
DECREASED
Shares88,192 from 89,847
Change-1,655 (-2%)
Value$45.2M (+$11.7M)
Filed 2026-10-16
Schmidt P J Investment Management Inc
DECREASED
Shares88,176 from 88,906
Change-730 (-1%)
Value$45.2M (+$12.1M)
Filed 2026-11-02
JGP Wealth Management, LLC
INCREASED
Shares88,096 from 87,309
Change+787 (+1%)
Value$45.2M (+$12.6M)
Filed 2026-10-13
Columbia Asset Management
DECREASED
Shares88,008 from 89,309
Change-1,301 (-1%)
Value$45.1M (+$11.8M)
Filed 2026-10-19
Overbrook Management Corp
DECREASED
Shares87,234 from 88,553
Change-1,319 (-1%)
Value$44.7M (+$11.7M)
Filed 2026-10-08
Culbertson A N & Co Inc
INCREASED
Shares86,331 from 85,564
Change+767 (+1%)
Value$44.3M (+$12.4M)
Filed 2026-10-21
DSG Capital Advisors, LLC
INCREASED
Shares86,089 from 84,145
Change+1,944 (+2%)
Value$44.2M (+$11.8M)
Filed 2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares85,617 from 13,808
Change+71,809 (+520%)
Value$43.9M (+$38.8M)
Filed 2026-10-21
71 West Capital Partners
INCREASED
Shares85,096 from 82,863
Change+2,233 (+3%)
Value$43.6M (+$12.7M)
Filed 2026-11-04
Woodmont Investment Counsel LLC
INCREASED
Shares84,980 from 79,721
Change+5,259 (+7%)
Value$43.6M (+$13.8M)
Filed 2026-10-29
RFG Advisory, LLC
INCREASED
Shares84,930 from 65,031
Change+19,899 (+31%)
Value$43.6M (+$19.3M)
Filed 2026-11-03
Cullen Investment Group, Ltd.
DECREASED
Shares84,868 from 85,710
Change-842 (-1%)
Value$45.9M (+$14.0M)
Filed 2026-10-13
CapWealth Advisors, LLC
INCREASED
Shares84,108 from 82,728
Change+1,380 (+2%)
Value$43.1M (+$12.3M)
Filed 2026-10-05
Absher Wealth Management, LLC
DECREASED
Shares84,093 from 99,290
Change-15,197 (-15%)
Value$43.1M (+$6.1M)
Filed 2026-11-02
Hunter Associates Investment Management LLC
DECREASED
Shares83,909 from 84,899
Change-990 (-1%)
Value$43.0K (-$31.6M)
Filed 2026-10-26
Linscomb Wealth, Inc.
INCREASED
Shares83,878 from 83,351
Change+527 (+1%)
Value$43.0M (+$11.9M)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares83,614 from 82,562
Change+1,052 (+1%)
Value$42.9M (+$12.1M)
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares83,574 from 77,904
Change+5,670 (+7%)
Value$42.9M (+$13.8M)
Filed 2026-11-03
LaFleur & Godfrey LLC
DECREASED
Shares83,569 from 83,870
Change-301 (0%)
Value$42.9M (+$11.6M)
Filed 2026-10-27
Independence Bank of Kentucky
INCREASED
Shares83,387 from 83,304
Change+83 (+0%)
Value$42.8M (+$11.7M)
Filed 2026-10-26
Goelzer Investment Management, Inc.
INCREASED
Shares82,906 from 82,547
Change+359 (+0%)
Value$42.5M (+$11.7M)
Filed 2026-10-16
Third View Private Wealth, LLC
INCREASED
Shares82,717 from 80,393
Change+2,324 (+3%)
Value$42.4M (+$12.4M)
Filed 2026-10-30
Lakeside Advisors, Inc.
DECREASED
Shares82,713 from 83,634
Change-921 (-1%)
Value$42.4M (+$11.2M)
Filed 2026-10-20
Stenger Family Office, LLC
INCREASED
Shares82,376 from 81,303
Change+1,073 (+1%)
Value$44.8M (+$14.4M)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
DECREASED
Shares82,340 from 82,424
Change-84 (0%)
Value$43.7M (+$12.9M)
Filed 2026-11-02
Trust Asset Management LLC
DECREASED
Shares82,153 from 82,170
Change-17 (0%)
Value$42.1M (+$11.5M)
Filed 2026-11-03
PKO Investment Management Joint-Stock Co
DECREASED
Shares82,000 from 94,000
Change-12,000 (-13%)
Value$42.1M (+$7.0M)
Filed 2026-10-19
Parcion Private Wealth LLC
INCREASED
Shares81,886 from 79,439
Change+2,447 (+3%)
Value$42.0M (+$12.4M)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares81,773 from 86,127
Change-4,354 (-5%)
Value$42.0M (+$8.9M)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares81,699 from 77,996
Change+3,703 (+5%)
Value$41.9M (+$12.8M)
Filed 2026-11-05
Integrity Alliance, Llc.
DECREASED
Shares81,499 from 84,572
Change-3,073 (-4%)
Value$41.8M (+$10.3M)
Filed 2026-10-29
Integrated Advisors Network LLC
DECREASED
Shares81,357 from 84,023
Change-2,666 (-3%)
Value$41.7M (+$10.4M)
Filed 2026-10-20
Fagan Associates, Inc.
DECREASED
Shares81,304 from 81,492
Change-188 (0%)
Value$41.7M (+$11.3M)
Filed 2026-10-13
Naples Global Advisors, LLC
INCREASED
Shares81,194 from 80,602
Change+592 (+1%)
Value$41.6M (+$11.6M)
Filed 2026-11-05
Bellecapital International Ltd.
INCREASED
Shares80,951 from 80,945
Change+6 (+0%)
Value$41.5M (+$11.3M)
Filed 2026-10-21
Ascentis Independent Advisors
INCREASED
Shares80,918 from 797
Change+80,121 (+10053%)
Value$41.5M (+$41.2M)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
INCREASED
Shares80,830 from 63,164
Change+17,666 (+28%)
Value$41.5M (+$17.9M)
Filed 2026-11-05
Wallington Asset Management, LLC
DECREASED
Shares80,693 from 80,738
Change-45 (0%)
Value$41.4M (+$11.3M)
Filed 2026-11-04
One Way Holdings LLC
INCREASED
Shares80,692 from 75,068
Change+5,624 (+7%)
Value$41.4M (+$13.4M)
Filed 2026-10-29
Canandaigua National Bank & Trust Co
INCREASED
Shares80,667 from 78,873
Change+1,794 (+2%)
Value$41.4M (+$12.0M)
Filed 2026-10-07
Cardinal Capital Management, Inc.
INCREASED
Shares80,427 from 79,815
Change+612 (+1%)
Value$41.3M (+$11.5M)
Filed 2026-10-16
Central Securities Corp
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$41.0M (+$11.2M)
Filed 2026-11-06
Cincinnati Casualty Co
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$41.0M (+$11.2M)
Filed 2026-11-03
Professional Advisory Services Inc
DECREASED
Shares79,907 from 92,639
Change-12,732 (-14%)
Value$41.0K (+$6.4K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares79,833 from 80,326
Change-493 (-1%)
Value$40.9M (+$11.0M)
Filed 2026-11-04
AMG National Trust Bank
INCREASED
Shares79,209 from 72,692
Change+6,517 (+9%)
Value$40.6M (+$13.5M)
Filed 2026-11-05
Griffin Asset Management, Inc.
DECREASED
Shares79,112 from 79,676
Change-564 (-1%)
Value$40.6M (+$10.9M)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED
Shares79,038 from 79,259
Change-221 (0%)
Value$40.5K (-$29.5M)
Filed 2026-11-05
Abner Herrman & Brock LLC
INCREASED
Shares78,928 from 77,704
Change+1,224 (+2%)
Value$40.5K (+$11.5K)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares78,588 from 87,984
Change-9,396 (-11%)
Value$40.3M (+$7.5M)
Filed 2026-10-13
Progressive Investment Management Corp
DECREASED
Shares78,344 from 79,247
Change-903 (-1%)
Value$40.2M (+$10.6M)
Filed 2026-10-26
Edge Wealth Management LLC
DECREASED
Shares78,232 from 78,332
Change-100 (0%)
Value$40.6M (+$11.3M)
Filed 2026-10-13
Everest Financial Group LLC
DECREASED
Shares77,893 from 78,425
Change-532 (-1%)
Value$40.0M (+$10.7M)
Filed 2026-11-06
Y.D. More Investments Ltd
INCREASED
Shares77,495 from 46,035
Change+31,460 (+68%)
Value$39.7M (+$22.5M)
Filed 2026-11-02
Benin Management Corp
DECREASED
Shares77,293 from 78,239
Change-946 (-1%)
Value$39.6M (+$10.5M)
Filed 2026-10-22
Confluence Wealth Services, Inc.
DECREASED
Shares77,126 from 84,272
Change-7,146 (-8%)
Value$39.6M (+$8.1M)
Filed 2026-11-05
Caldwell Trust Co
INCREASED
Shares76,928 from 76,644
Change+284 (+0%)
Value$39.5M (+$10.9M)
Filed 2026-10-30
Norden Group LLC
INCREASED
Shares76,799 from 73,497
Change+3,302 (+4%)
Value$39.4M (+$12.0M)
Filed 2026-10-20
GHP Investment Advisors, Inc.
INCREASED
Shares76,732 from 75,670
Change+1,062 (+1%)
Value$39.4M (+$11.1M)
Filed 2026-10-15
BAR Harbor Wealth Management
INCREASED
Shares76,320 from 76,085
Change+235 (+0%)
Value$39.1M (+$10.8M)
Filed 2026-10-21
Thompson Investment Management, Inc.
DECREASED
Shares76,271 from 77,238
Change-967 (-1%)
Value$39.1M (+$10.3M)
Filed 2026-10-14
Courier Capital LLC
INCREASED
Shares76,237 from 75,941
Change+296 (+0%)
Value$39.1M (+$10.8M)
Filed 2026-10-19
Valley Wealth Managers, Inc.
INCREASED
Shares75,742 from 75,241
Change+501 (+1%)
Value$38.8M (+$10.8M)
Filed 2026-10-09
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares75,722 from 78,555
Change-2,833 (-4%)
Value$38.8K (-$29.3M)
Filed 2026-10-27
Pennsylvania Capital Management Inc
INCREASED
Shares75,643 from 75,371
Change+272 (+0%)
Value$38.8M (+$10.7M)
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
DECREASED
Shares75,367 from 80,767
Change-5,400 (-7%)
Value$38.7M (+$8.5M)
Filed 2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares74,742 from 74,742
Change0 (0%)
Value$27.9M ($0)
Filed 2026-10-15
M. Kraus & Co
DECREASED
Shares74,659 from 75,109
Change-450 (-1%)
Value$38.3M (+$10.3M)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares74,610 from 74,643
Change-33 (0%)
Value$38.3M (+$10.4M)
Filed 2026-10-13
Cohen Capital Management, Inc.
DECREASED
Shares74,486 from 74,681
Change-195 (0%)
Value$38.2M (+$10.3M)
Filed 2026-10-14
Segment Wealth Management, LLC
INCREASED
Shares74,259 from 73,059
Change+1,200 (+2%)
Value$38.1M (+$10.8M)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED
Shares74,090 from 71,580
Change+2,510 (+4%)
Value$38.0M (+$11.3M)
Filed 2026-10-08
Bright Rock Capital Management, LLC
UNCHANGED
Shares74,000 from 74,000
Change0 (0%)
Value$38.0M (+$10.4M)
Filed 2026-10-05
Perennial Advisors, LLC
DECREASED
Shares73,871 from 75,347
Change-1,476 (-2%)
Value$37.9M (+$9.8M)
Filed 2026-10-13
Westchester Capital Management, Inc.
INCREASED
Shares73,857 from 72,899
Change+958 (+1%)
Value$37.9M (+$10.7M)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares73,655 from 72,035
Change+1,620 (+2%)
Value$37.8M (+$10.9M)
Filed 2026-10-20
DE Burlo Group Inc
INCREASED
Shares73,401 from 50,081
Change+23,320 (+47%)
Value$37.6M (+$19.0M)
Filed 2026-11-05
CMH Wealth Management LLC
DECREASED
Shares73,036 from 74,289
Change-1,253 (-2%)
Value$37.5M (+$9.7M)
Filed 2026-10-22
Ibex Wealth Advisors
DECREASED
Shares72,830 from 73,165
Change-335 (0%)
Value$37.4M (+$10.1M)
Filed 2026-11-06
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares72,677 from 77,395
Change-4,718 (-6%)
Value$37.3M (+$8.4M)
Filed 2026-10-30
Trifecta Capital Advisors, LLC
INCREASED
Shares72,618 from 71,847
Change+771 (+1%)
Value$37.2M (+$10.4M)
Filed 2026-10-21
Godsey & Gibb, Inc
INCREASED
Shares72,434 from 71,539
Change+895 (+1%)
Value$37.2M (+$10.5M)
Filed 2026-10-14
Mechanics Bank Trust Department
DECREASED
Shares72,183 from 73,129
Change-946 (-1%)
Value$37.0M (+$9.7M)
Filed 2026-10-13
LS Investment Advisors, LLC
DECREASED
Shares72,057 from 76,246
Change-4,189 (-5%)
Value$37.0M (+$8.5M)
Filed 2026-10-13
Ashurst Perkins Coie Trust Co
INCREASED
Shares71,944 from 64,843
Change+7,101 (+11%)
Value$36.9M (+$12.7M)
Filed 2026-10-15
Tufton Capital Management
DECREASED
Shares71,771 from 72,618
Change-847 (-1%)
Value$36.8K (-$27.1M)
Filed 2026-10-20
Princeton Global Asset Management LLC
DECREASED
Shares71,601 from 71,980
Change-379 (-1%)
Value$36.7M (+$9.9M)
Filed 2026-10-21
Virtus Wealth Solutions LLC
INCREASED
Shares71,499 from 6,661
Change+64,838 (+973%)
Value$36.7M (+$34.2M)
Filed 2026-11-03
Procyon Advisors, LLC
DECREASED
Shares71,386 from 74,536
Change-3,150 (-4%)
Value$36.6M (+$8.8M)
Filed 2026-10-21
First Financial Bank - Trust Division
INCREASED
Shares71,338 from 70,664
Change+674 (+1%)
Value$36.6M (+$10.2M)
Filed 2026-10-01
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares71,144 from 86,519
Change-15,375 (-18%)
Value$36.5M (+$4.2M)
Filed 2026-10-14
Krilogy Financial LLC
INCREASED
Shares70,899 from 69,320
Change+1,579 (+2%)
Value$38.4M (+$12.5M)
Filed 2026-10-13
Greenwood Capital Associates LLC
DECREASED
Shares70,818 from 74,824
Change-4,006 (-5%)
Value$36.3M (+$8.4M)
Filed 2026-10-27
Mengis Capital Management, Inc.
INCREASED
Shares70,729 from 69,793
Change+936 (+1%)
Value$36.3M (+$10.2M)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED
Shares70,581 from 72,151
Change-1,570 (-2%)
Value$36.2M (+$9.3M)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
DECREASED
Shares70,519 from 71,044
Change-525 (-1%)
Value$36.2M (+$9.7M)
Filed 2026-10-27
Bourne Lent Asset Management Inc
DECREASED
Shares70,432 from 71,388
Change-956 (-1%)
Value$36.1M (+$9.5M)
Filed 2026-11-05
Mitchell Capital Management Co
DECREASED
Shares70,396 from 71,489
Change-1,093 (-2%)
Value$36.1M (+$9.4M)
Filed 2026-10-29
Symphony Financial, Ltd. Co.
INCREASED
Shares70,268 from 51,587
Change+18,681 (+36%)
Value$36.2M (+$17.2M)
Filed 2026-10-22
University of Texas S AM Investment Management Co
INCREASED
Shares70,178 from 67,743
Change+2,435 (+4%)
Value$36.0M (+$10.7M)
Filed 2026-11-03
Constitution Capital LLC
DECREASED
Shares70,058 from 70,308
Change-250 (0%)
Value$35.9M (+$9.7M)
Filed 2026-10-23
Vicus Capital
DECREASED
Shares69,804 from 71,660
Change-1,856 (-3%)
Value$35.8M (+$9.1M)
Filed 2026-11-05
Legacy Private Trust Co.
DECREASED
Shares69,722 from 70,172
Change-450 (-1%)
Value$35.8M (+$9.6M)
Filed 2026-10-06
Hendershot Investments Inc.
DECREASED
Shares69,681 from 71,569
Change-1,888 (-3%)
Value$35.7M (+$9.0M)
Filed 2026-11-05
Greatmark Investment Partners, Inc.
DECREASED
Shares69,605 from 69,926
Change-321 (0%)
Value$35.7M (+$9.6M)
Filed 2026-10-28
Harbour Trust & Investment Management Co
DECREASED
Shares69,548 from 70,609
Change-1,061 (-1%)
Value$35.7M (+$9.3M)
Filed 2026-10-28
Archford Capital Strategies, LLC
INCREASED
Shares69,497 from 68,089
Change+1,408 (+2%)
Value$35.6M (+$10.2M)
Filed 2026-10-19
Pioneer Trust Bank N A
DECREASED
Shares69,449 from 69,735
Change-286 (0%)
Value$35.6M (+$9.6M)
Filed 2026-11-06
Blue Zone Wealth Advisors, LLC
INCREASED
Shares69,426 from 61,308
Change+8,118 (+13%)
Value$35.6M (+$12.7M)
Filed 2026-10-19
Foster Victor Wealth Advisors, LLC
DECREASED
Shares69,197 from 75,235
Change-6,038 (-8%)
Value$36.9M (+$8.0M)
Filed 2026-10-21
Solidarity Wealth, LLC
INCREASED
Shares69,147 from 67,901
Change+1,246 (+2%)
Value$35.5M (+$10.1M)
Filed 2026-10-15
Cigna Investments Inc
DECREASED
Shares68,999 from 69,700
Change-701 (-1%)
Value$35.4K (-$26.0M)
Filed 2026-10-19
PFG Advisors
DECREASED
Shares68,817 from 68,913
Change-96 (0%)
Value$35.3M (+$9.6M)
Filed 2026-10-16
James Investment Research, Inc.
DECREASED
Shares68,553 from 70,499
Change-1,946 (-3%)
Value$35.2M (+$8.9M)
Filed 2026-10-22
Missouri Trust & Investment Co
DECREASED
Shares68,410 from 69,343
Change-933 (-1%)
Value$35.1M (+$2.9M)
Filed 2026-11-04
Allied Investment Advisors, LLC
INCREASED
Shares68,320 from 68,125
Change+195 (+0%)
Value$35.0M (+$9.6M)
Filed 2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED
Shares68,288 from 67,661
Change+627 (+1%)
Value$35.0M (+$9.8M)
Filed 2026-10-14
Loftus Peak Pty Ltd
DECREASED
Shares67,606 from 84,579
Change-16,973 (-20%)
Value$34.7M (+$3.1M)
Filed 2026-10-15
Parkside Financial Bank & Trust
INCREASED
Shares67,476 from 67,355
Change+121 (+0%)
Value$34.6M (+$9.5M)
Filed 2026-10-27
Icici Prudential Asset Management Co Ltd
DECREASED
Shares66,792 from 67,395
Change-603 (-1%)
Value$34.3M (+$9.1M)
Filed 2026-11-06
Globalt Investments LLC / GA
DECREASED
Shares66,576 from 68,692
Change-2,116 (-3%)
Value$34.1M (+$8.5M)
Filed 2026-10-27
Generali Investments, Management Co LLC
DECREASED
Shares66,408 from 76,000
Change-9,592 (-13%)
Value$34.1M (+$5.7M)
Filed 2026-10-19
Avestar Capital, LLC
DECREASED
Shares66,377 from 80,907
Change-14,530 (-18%)
Value$34.0M (+$3.9M)
Filed 2026-10-28
Cutler Investment Counsel LLC
DECREASED
Shares66,277 from 67,261
Change-984 (-1%)
Value$34.0M (+$8.9M)
Filed 2026-10-28
Cove Private Wealth, LLC
INCREASED
Shares66,203 from 64,700
Change+1,503 (+2%)
Value$34.0M (+$9.8M)
Filed 2026-10-28
Hilltop National Bank
INCREASED
Shares66,170 from 65,539
Change+631 (+1%)
Value$33.9M (+$9.5M)
Filed 2026-10-14
Copeland Capital Management, LLC
INCREASED
Shares66,124 from 65,527
Change+597 (+1%)
Value$33.9M (+$9.5M)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares66,054 from 75,950
Change-9,896 (-13%)
Value$34.4M (+$6.1M)
Filed 2026-10-30
Capricorn Fund Managers Ltd
INCREASED
Shares65,520 from 32,343
Change+33,177 (+103%)
Value$33.6M (+$21.5M)
Filed 2026-11-03
Foyston, Gordon & Payne Inc
DECREASED
Shares65,379 from 77,720
Change-12,341 (-16%)
Value$33.5M (+$4.4M)
Filed 2026-11-02
Covenant Asset Management, LLC
DECREASED
Shares65,000 from 65,858
Change-858 (-1%)
Value$33.3M (+$8.8M)
Filed 2026-10-14
Cooper Financial Group
INCREASED
Shares64,731 from 59,344
Change+5,387 (+9%)
Value$33.2M (+$11.1M)
Filed 2026-10-07
Valmark Advisers, Inc.
INCREASED
Shares64,047 from 58,006
Change+6,041 (+10%)
Value$32.8M (+$11.2M)
Filed 2026-11-06
Phraction Management LLC
INCREASED
Shares63,734 from 62,618
Change+1,116 (+2%)
Value$32.7M (+$9.3M)
Filed 2026-10-14
Gryphon Financial Partners LLC
DECREASED
Shares63,716 from 63,743
Change-27 (0%)
Value$32.7M (+$8.9M)
Filed 2026-11-04
Knuff & Co LLC
DECREASED
Shares63,638 from 65,290
Change-1,652 (-3%)
Value$32.6M (+$8.5M)
Filed 2026-11-06
Mirabaud & Cie SA
DECREASED
Shares63,578 from 75,177
Change-11,599 (-15%)
Value$32.6M (+$4.6M)
Filed 2026-10-27
Tritonpoint Wealth, LLC
DECREASED
Shares63,289 from 64,235
Change-946 (-1%)
Value$32.5M (+$8.5M)
Filed 2026-10-19
Chicago Trust Co NA
INCREASED
Shares63,181 from 56,996
Change+6,185 (+11%)
Value$32.4M (+$11.1M)
Filed 2026-10-28
Community Financial Services Group, LLC
INCREASED
Shares63,148 from 62,916
Change+232 (+0%)
Value$32.4M (+$8.2M)
Filed 2026-10-15
Orange Investment Advisors, Inc.
DECREASED
Shares63,045 from 65,547
Change-2,502 (-4%)
Value$32.3M (+$7.9M)
Filed 2026-10-23
Vision Capital Management, Inc.
DECREASED
Shares62,850 from 63,925
Change-1,075 (-2%)
Value$32.2M (+$8.4M)
Filed 2026-10-20
Eubel Brady & Suttman Asset Management Inc
DECREASED
Shares62,617 from 63,428
Change-811 (-1%)
Value$32.1K (-$23.6M)
Filed 2026-11-04
Summit Global Investments
INCREASED
Shares62,567 from 46,302
Change+16,265 (+35%)
Value$32.1K (-$17.2M)
Filed 2026-10-28
Moneco Advisors, LLC
INCREASED
Shares62,566 from 61,546
Change+1,020 (+2%)
Value$32.1M (+$9.1M)
Filed 2026-11-05
Everhart Financial Group, Inc.
INCREASED
Shares62,525 from 57,855
Change+4,670 (+8%)
Value$32.1M (+$10.5M)
Filed 2026-10-08
Davis-Rea Ltd.
DECREASED
Shares62,151 from 62,815
Change-664 (-1%)
Value$31.9M (+$8.4M)
Filed 2026-10-13
Eulav Asset Management
DECREASED
Shares62,022 from 62,500
Change-478 (-1%)
Value$31.8M (+$8.5M)
Filed 2026-10-23
Ipswich Investment Management Co., Inc.
DECREASED
Shares61,936 from 62,365
Change-429 (-1%)
Value$31.8M (+$8.5M)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
DECREASED
Shares61,795 from 63,520
Change-1,725 (-3%)
Value$31.7M (+$8.0M)
Filed 2026-10-26
Private Capital Advisors, Inc.
DECREASED
Shares61,547 from 64,082
Change-2,535 (-4%)
Value$31.6M (+$7.7M)
Filed 2026-10-06
Plimoth Trust Co LLC
INCREASED
Shares61,535 from 55,939
Change+5,596 (+10%)
Value$31.6M (+$10.7M)
Filed 2026-10-26
Laurel Wealth Advisors LLC
DECREASED
Shares61,523 from 62,158
Change-635 (-1%)
Value$31.6M (+$8.4M)
Filed 2026-10-27
Mcrae Capital Management Inc
INCREASED
Shares61,456 from 61,234
Change+222 (+0%)
Value$31.5M (+$8.7M)
Filed 2026-10-15
Community Bank, N.A.
INCREASED
Shares61,168 from 59,967
Change+1,201 (+2%)
Value$31.4M (+$9.0M)
Filed 2026-11-06
Ascent Wealth Partners, LLC
DECREASED
Shares60,672 from 60,904
Change-232 (0%)
Value$31.1M (+$8.4M)
Filed 2026-10-23
New Hampshire Trust
DECREASED
Shares60,581 from 61,553
Change-972 (-2%)
Value$31.1M (+$8.1M)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares60,568 from 60,635
Change-67 (0%)
Value$31.1M (+$8.4M)
Filed 2026-10-14
AdvisorNet Financial, Inc
DECREASED
Shares60,444 from 60,753
Change-309 (-1%)
Value$32.3M (+$9.6M)
Filed 2026-10-15
Salomon & Ludwin, LLC
DECREASED
Shares60,303 from 60,342
Change-39 (0%)
Value$30.9M (+$7.7M)
Filed 2026-10-29
RMR Wealth Builders
INCREASED
Shares60,271 from 57,470
Change+2,801 (+5%)
Value$30.9M (+$9.5M)
Filed 2026-10-22
Clearstead Trust, LLC
INCREASED
Shares60,210 from 59,890
Change+320 (+1%)
Value$30.9M (+$8.5M)
Filed 2026-11-06
Great Lakes Retirement, Inc.
INCREASED
Shares60,000 from 58,586
Change+1,414 (+2%)
Value$30.8M (+$8.9M)
Filed 2026-10-26
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$30.8M (+$8.4M)
Filed 2026-11-03
WoodTrust Financial Corp
DECREASED
Shares59,543 from 60,384
Change-841 (-1%)
Value$30.5K (-$22.5M)
Filed 2026-10-09
Waldron Private Wealth LLC
DECREASED
Shares59,540 from 59,763
Change-223 (0%)
Value$30.5M (+$8.2M)
Filed 2026-11-02
Bfsg, LLC
DECREASED
Shares59,494 from 60,361
Change-867 (-1%)
Value$30.5M (+$8.0M)
Filed 2026-10-30
Hedeker Wealth, LLC
INCREASED
Shares59,416 from 55,236
Change+4,180 (+8%)
Value$30.5M (+$9.9M)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
INCREASED
Shares59,229 from 55,507
Change+3,722 (+7%)
Value$30.4K (-$20.7M)
Filed 2026-10-22
Stockman Wealth Management, Inc.
DECREASED
Shares59,111 from 60,210
Change-1,099 (-2%)
Value$30.3M (+$7.9M)
Filed 2026-10-27
Jacobi Capital Management LLC
INCREASED
Shares59,002 from 58,910
Change+92 (+0%)
Value$30.3M (+$8.3M)
Filed 2026-11-05
Guardian Partners Inc.
INCREASED
Shares58,951 from 58,121
Change+830 (+1%)
Value$30.2M (+$8.6M)
Filed 2026-10-21
Toth Financial Advisory Corp
INCREASED
Shares58,789 from 56,630
Change+2,159 (+4%)
Value$30.2M (+$9.0M)
Filed 2026-10-08
Peachtree Investment Partners, LLC
DECREASED
Shares58,690 from 61,390
Change-2,700 (-4%)
Value$30.1M (+$7.2M)
Filed 2026-11-05
Certuity, LLC
DECREASED
Shares58,558 from 58,655
Change-97 (0%)
Value$30.1M (+$8.2M)
Filed 2026-11-02
Canal Insurance Co
INCREASED
Shares58,500 from 57,500
Change+1,000 (+2%)
Value$30.0K (-$21.4M)
Filed 2026-10-20
Balboa Wealth Partners
INCREASED
Shares58,139 from 56,576
Change+1,563 (+3%)
Value$29.8M (+$8.7M)
Filed 2026-10-20
Augustine Asset Management Inc
INCREASED
Shares58,087 from 57,172
Change+915 (+2%)
Value$29.8M (+$8.5M)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares58,003 from 58,055
Change-52 (0%)
Value$29.7M (+$8.1M)
Filed 2026-10-13
Aprio Wealth Management, LLC
INCREASED
Shares57,970 from 53,599
Change+4,371 (+8%)
Value$29.7M (+$9.7M)
Filed 2026-10-28
Rockline Wealth Management, LLC
INCREASED
Shares57,883 from 57,704
Change+179 (+0%)
Value$29.7M (+$8.2M)
Filed 2026-10-26
SFE Investment Counsel
DECREASED
Shares57,839 from 58,178
Change-339 (-1%)
Value$29.7M (+$8.0M)
Filed 2026-10-29
Smithbridge Asset Management Inc
INCREASED
Shares57,829 from 56,388
Change+1,441 (+3%)
Value$29.7M (+$8.6M)
Filed 2026-10-19
Arthur M. Cohen & Associates, LLC
DECREASED
Shares57,590 from 58,020
Change-430 (-1%)
Value$29.5M (+$7.9M)
Filed 2026-10-26
Baker Ellis Asset Management LLC
INCREASED
Shares57,583 from 57,379
Change+204 (+0%)
Value$29.5M (+$8.1M)
Filed 2026-10-14
Strategic Advisors LLC
DECREASED
Shares57,408 from 59,037
Change-1,629 (-3%)
Value$29.4M (+$7.4M)
Filed 2026-10-13
NTV Asset Management LLC
INCREASED
Shares57,407 from 54,773
Change+2,634 (+5%)
Value$29.4M (+$9.0M)
Filed 2026-10-23
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares57,393 from 57,147
Change+246 (+0%)
Value$29.4M (+$8.1M)
Filed 2026-10-22
Elyxium Wealth, LLC
INCREASED
Shares57,283 from 54,897
Change+2,386 (+4%)
Value$29.4M (+$8.9M)
Filed 2026-10-27
Catalyst Financial Partners LLC
INCREASED
Shares57,240 from 53,233
Change+4,007 (+8%)
Value$29.4M (+$9.5M)
Filed 2026-11-06
Premier Path Wealth Partners, LLC
INCREASED
Shares57,238 from 56,799
Change+439 (+1%)
Value$29.4M (+$8.2M)
Filed 2026-10-16
Deltec Asset Management LLC
DECREASED
Shares57,224 from 57,312
Change-88 (0%)
Value$29.4M (+$8.0M)
Filed 2026-10-26
Fulcrum Asset Management LLP
INCREASED
Shares57,170 from 48,559
Change+8,611 (+18%)
Value$29.1M (+$11.2M)
Filed 2026-11-04
LSV Asset Management
INCREASED
Shares56,868 from 43,522
Change+13,346 (+31%)
Value$29.2K (-$16.2M)
Filed 2026-11-06
Embree Financial Group
DECREASED
Shares56,411 from 56,786
Change-375 (-1%)
Value$28.9M (+$7.8M)
Filed 2026-10-22
Moody National Bank Trust Division
DECREASED
Shares56,353 from 59,031
Change-2,678 (-5%)
Value$28.9M (+$6.9M)
Filed 2026-10-06
Traynor Capital Management, Inc.
DECREASED
Shares56,180 from 64,779
Change-8,599 (-13%)
Value$28.8M (+$4.7M)
Filed 2026-10-29
Middleton & Co Inc
DECREASED
Shares56,143 from 56,448
Change-305 (-1%)
Value$28.8M (+$7.7M)
Filed 2026-10-23
Paragon Capital Management Ltd
DECREASED
Shares56,014 from 56,526
Change-512 (-1%)
Value$28.7M (+$7.6M)
Filed 2026-10-09
Div Capital Phoenix Assets Ltd
UNCHANGED
Shares55,937 from 55,937
Change0 (0%)
Value$28.7M (+$7.8M)
Filed 2026-10-20
XML Financial, LLC
DECREASED
Shares55,389 from 57,808
Change-2,419 (-4%)
Value$28.4M (+$6.8M)
Filed 2026-10-29
Brown Shipley& Co Ltd
INCREASED
Shares55,366 from 54,796
Change+570 (+1%)
Value$28.4M (+$8.0M)
Filed 2026-10-09
PDS Planning, Inc
INCREASED
Shares55,049 from 53,615
Change+1,434 (+3%)
Value$28.2M (+$8.2M)
Filed 2026-11-03
Valicenti Advisory Services Inc
DECREASED
Shares54,988 from 55,172
Change-184 (0%)
Value$28.2K (+$7.6K)
Filed 2026-10-23
West Branch Capital LLC
DECREASED
Shares54,973 from 55,029
Change-56 (0%)
Value$28.2M (+$7.7M)
Filed 2026-10-20
Greenspring Advisors, LLC
INCREASED
Shares54,968 from 25,974
Change+28,994 (+112%)
Value$28.2M (+$18.5M)
Filed 2026-11-05
City Holding Co
INCREASED
Shares54,963 from 53,580
Change+1,383 (+3%)
Value$28.2M (+$8.2M)
Filed 2026-10-19
Pavion Blue Capital, LLC
DECREASED
Shares54,935 from 55,117
Change-182 (0%)
Value$28.2M (+$7.5M)
Filed 2026-11-05
Capital Planning LLC
INCREASED
Shares54,930 from 54,067
Change+863 (+2%)
Value$28.2M (+$8.0M)
Filed 2026-10-09
Mattern Wealth Management LLC
DECREASED
Shares54,861 from 55,467
Change-606 (-1%)
Value$28.1M (+$7.4M)
Filed 2026-11-04
Myriad Asset Management Advisors LLC
INCREASED
Shares54,762 from 29,330
Change+25,432 (+87%)
Value$28.1M (+$17.1M)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares54,706 from 57,131
Change-2,425 (-4%)
Value$28.1M (+$6.7M)
Filed 2026-10-07
Security National Bank
INCREASED
Shares54,514 from 52,745
Change+1,769 (+3%)
Value$28.0M (+$8.3M)
Filed 2026-10-26
Eagle Rock Investment Company, LLC
INCREASED
Shares54,510 from 51,908
Change+2,602 (+5%)
Value$28.0M (+$8.6M)
Filed 2026-10-21
Rempart Asset Management Inc.
UNCHANGED
Shares54,466 from 54,466
Change0 (0%)
Value$20.3M ($0)
Filed 2026-10-20
BG Investment Services, LLC
INCREASED
Shares54,450 from 1,619
Change+52,831 (+3263%)
Value$27.9M (+$27.3M)
Filed 2026-10-23
Quattro Financial Advisors LLC
DECREASED
Shares54,423 from 64,732
Change-10,309 (-16%)
Value$27.9M (+$3.8M)
Filed 2026-10-15
Marietta Wealth Management, LLC
DECREASED
Shares54,238 from 54,877
Change-639 (-1%)
Value$28.9M (+$8.5M)
Filed 2026-10-22
Strategy Asset Managers LLC
DECREASED
Shares54,216 from 54,960
Change-744 (-1%)
Value$27.8M (+$7.3M)
Filed 2026-10-14
Hamilton Point Investment Advisors, LLC
DECREASED
Shares54,090 from 54,539
Change-449 (-1%)
Value$27.7M (+$7.4M)
Filed 2026-11-03
Resonant Capital Advisors, LLC
INCREASED
Shares53,990 from 47,447
Change+6,543 (+14%)
Value$27.7M (+$10.0M)
Filed 2026-10-15
Perryman Financial Advisory Inc
INCREASED
Shares53,986 from 53,233
Change+753 (+1%)
Value$27.7M (+$7.8M)
Filed 2026-10-16
Institute for Wealth Management, Llc.
INCREASED
Shares53,903 from 52,648
Change+1,255 (+2%)
Value$27.6M (+$8.0M)
Filed 2026-11-06
Madrona Financial Services, LLC
INCREASED
Shares53,865 from 45,389
Change+8,476 (+19%)
Value$27.6M (+$10.7M)
Filed 2026-10-23
JLB & Associates Inc
DECREASED
Shares53,845 from 55,263
Change-1,418 (-3%)
Value$20.1M (-$528.9K)
Filed 2026-10-27
Money Concepts Capital Corp
INCREASED
Shares53,809 from 53,320
Change+489 (+1%)
Value$27.6M (+$7.7M)
Filed 2026-11-06
Baker Chad R
INCREASED
Shares53,625 from 53,575
Change+50 (+0%)
Value$27.5M (+$7.5M)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares53,481 from 51,877
Change+1,604 (+3%)
Value$27.4M (+$8.1M)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares53,430 from 53,548
Change-118 (0%)
Value$27.4M (+$7.4M)
Filed 2026-10-29
Alta Advisers Ltd
INCREASED
Shares53,368 from 29,011
Change+24,357 (+84%)
Value$27.4M (+$16.6M)
Filed 2026-11-02
Princeton Capital Management LLC
INCREASED
Shares53,294 from 53,220
Change+74 (+0%)
Value$27.3M (+$7.5M)
Filed 2026-10-27
Csenge Advisory Group
DECREASED
Shares53,219 from 55,445
Change-2,226 (-4%)
Value$27.3M (+$6.6M)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares53,160 from 52,519
Change+641 (+1%)
Value$27.3M (+$7.7M)
Filed 2026-10-14
Claro Advisors Inc.
DECREASED
Shares52,924 from 53,155
Change-231 (0%)
Value$27.1M (+$7.3M)
Filed 2026-11-02
Montaka Global Pty Ltd
INCREASED
Shares52,821 from 48,332
Change+4,489 (+9%)
Value$27.1M (+$9.1M)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares52,792
Change+52,792
Value$26.8K
Filed 2026-11-03
Bourgeon Capital Management LLC
INCREASED
Shares52,779 from 49,944
Change+2,835 (+6%)
Value$27.1M (+$8.4M)
Filed 2026-10-19
Sovran Advisors, LLC
DECREASED
Shares52,778 from 64,611
Change-11,833 (-18%)
Value$28.0M (+$2.6M)
Filed 2026-11-02
Isthmus Partners, LLC
INCREASED
Shares52,768 from 50,363
Change+2,405 (+5%)
Value$27.1M (+$8.3M)
Filed 2026-10-21
Hall Laurie J Trustee
DECREASED
Shares52,624 from 53,258
Change-634 (-1%)
Value$27.0M (+$7.1M)
Filed 2026-10-06
Jackson Square Capital, LLC
INCREASED
Shares52,501 from 44,525
Change+7,976 (+18%)
Value$26.9M (+$10.3M)
Filed 2026-10-19
Indivisible Partners
INCREASED
Shares52,376 from 39,457
Change+12,919 (+33%)
Value$26.9M (+$12.1M)
Filed 2026-10-26
Cadinha & Co LLC
INCREASED
Shares52,268 from 52,200
Change+68 (+0%)
Value$26.8M (+$7.3M)
Filed 2026-10-22
Leeward Financial Partners, LLC
INCREASED
Shares52,185 from 51,834
Change+351 (+1%)
Value$26.8M (+$7.4M)
Filed 2026-10-23
Sigma Investment Counselors Inc
INCREASED
Shares52,111 from 47,837
Change+4,274 (+9%)
Value$26.7M (+$8.9M)
Filed 2026-10-27
Heirloom Wealth Management
DECREASED
Shares51,783 from 74,885
Change-23,102 (-31%)
Value$26.6M (-$1.4M)
Filed 2026-10-14
SeaBridge Investment Advisors LLC
INCREASED
Shares51,713 from 43,132
Change+8,581 (+20%)
Value$26.5M (+$10.4M)
Filed 2026-11-02
Independent Investors Inc
DECREASED
Shares51,450 from 52,050
Change-600 (-1%)
Value$26.4M (+$7.0M)
Filed 2026-10-30
Condor Capital Management
INCREASED
Shares51,404 from 50,741
Change+663 (+1%)
Value$26.4M (+$7.4M)
Filed 2026-11-06
Washington Trust Advisors, Inc.
DECREASED
Shares51,359 from 51,895
Change-536 (-1%)
Value$26.3M (+$7.0M)
Filed 2026-10-22
Nordwand Advisors, LLC
INCREASED
Shares51,291 from 51,288
Change+3 (+0%)
Value$26.3M (+$7.2M)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares51,263 from 53,831
Change-2,568 (-5%)
Value$26.3M (+$6.2M)
Filed 2026-10-19
Fogel Capital Management, Inc.
INCREASED
Shares51,235 from 50,575
Change+660 (+1%)
Value$26.3M (+$7.4M)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares51,162 from 49,801
Change+1,361 (+3%)
Value$26.2M (+$7.7M)
Filed 2026-10-28
Fidelity National Financial, Inc.
UNCHANGED
Shares51,100 from 51,100
Change0 (0%)
Value$26.2M (+$7.1M)
Filed 2026-11-06
Alpha Omega Wealth Management LLC
DECREASED
Shares51,058 from 51,133
Change-75 (0%)
Value$26.2M (+$7.1M)
Filed 2026-10-23
Camden National Bank
INCREASED
Shares51,048 from 49,499
Change+1,549 (+3%)
Value$26.2M (+$7.7M)
Filed 2026-11-02
Kathmere Capital Management, LLC
INCREASED
Shares51,036 from 45,913
Change+5,123 (+11%)
Value$26.2M (+$9.0M)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares51,002 from 47,812
Change+3,190 (+7%)
Value$26.2M (+$8.3M)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares50,941 from 54,278
Change-3,337 (-6%)
Value$26.1M (+$5.9M)
Filed 2026-10-26
Cardinal Capital Management
INCREASED
Shares50,873 from 50,127
Change+746 (+1%)
Value$26.1M (+$7.4M)
Filed 2026-10-21
Columbia Bank
INCREASED
Shares50,652 from 47,249
Change+3,403 (+7%)
Value$26.0M (+$8.4M)
Filed 2026-10-29
Portfolio Design Labs, LLC
INCREASED
Shares50,630 from 49,926
Change+704 (+1%)
Value$26.0M (+$7.3M)
Filed 2026-11-04
Udine Wealth Management, Inc.
INCREASED
Shares50,531 from 49,241
Change+1,290 (+3%)
Value$25.9M (+$7.5M)
Filed 2026-10-23
Mystic Asset Management, Inc.
DECREASED
Shares50,462 from 50,915
Change-453 (-1%)
Value$25.9M (+$6.9M)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares50,174 from 35,134
Change+15,040 (+43%)
Value$25.7M (+$12.6M)
Filed 2026-11-04
Lockheed Martin Investment Management Co
DECREASED
Shares50,160 from 248,650
Change-198,490 (-80%)
Value$25.7M (-$67.0M)
Filed 2026-11-04
Natural Investments, LLC
INCREASED
Shares50,156 from 49,008
Change+1,148 (+2%)
Value$25.7M (+$7.4M)
Filed 2026-11-06
VAN Strum & Towne Inc.
DECREASED
Shares50,079 from 51,209
Change-1,130 (-2%)
Value$25.7M (+$6.6M)
Filed 2026-11-06
RKL Wealth Management LLC
INCREASED
Shares49,966 from 49,926
Change+40 (+0%)
Value$25.6M (+$7.0M)
Filed 2026-10-16
Forum Financial Management, LP
INCREASED
Shares49,897 from 46,743
Change+3,154 (+7%)
Value$25.6M (+$8.2M)
Filed 2026-10-16
Azzad Asset Management Inc
DECREASED
Shares49,741 from 50,084
Change-343 (-1%)
Value$25.5M (+$6.8M)
Filed 2026-11-04
Boyd Watterson Asset Management LLC
INCREASED
Shares49,718 from 49,544
Change+174 (+0%)
Value$25.5M (+$7.0M)
Filed 2026-11-06
Tema Etfs LLC
INCREASED
Shares49,660 from 45,617
Change+4,043 (+9%)
Value$25.5M (+$8.5M)
Filed 2026-10-16
Fragasso Financial Advisors Inc
DECREASED
Shares49,501 from 51,978
Change-2,477 (-5%)
Value$26.5M (+$7.1M)
Filed 2026-10-13
Sepio Capital, LP
DECREASED
Shares49,305 from 59,287
Change-9,982 (-17%)
Value$25.3M (+$3.2M)
Filed 2026-10-22
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares49,296 from 49,145
Change+151 (+0%)
Value$25.3M (+$7.0M)
Filed 2026-10-09
CFM Wealth Partners LLC
INCREASED
Shares49,285 from 49,252
Change+33 (+0%)
Value$25.3M (+$6.9M)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares49,229 from 49,368
Change-139 (0%)
Value$25.2M (+$6.8M)
Filed 2026-10-22
Leuthold Group, LLC
INCREASED
Shares49,068 from 46,640
Change+2,428 (+5%)
Value$25.2M (+$7.8M)
Filed 2026-11-04
1834 Investment Advisors Co
DECREASED
Shares48,928 from 49,181
Change-253 (-1%)
Value$25.1M (+$6.7M)
Filed 2026-10-16
Hartline Investment Corp/
DECREASED
Shares48,926 from 64,089
Change-15,163 (-24%)
Value$25.1M (+$1.2M)
Filed 2026-10-29
HCR Wealth Advisors
INCREASED
Shares48,911 from 48,033
Change+878 (+2%)
Value$25.1M (+$7.2M)
Filed 2026-10-15
McGuire Investment Group, LLC
INCREASED
Shares48,896 from 48,718
Change+178 (+0%)
Value$25.1M (+$6.9M)
Filed 2026-10-23
Arjuna Capital
DECREASED
Shares48,871 from 49,857
Change-986 (-2%)
Value$25.1M (+$6.5M)
Filed 2026-11-03
Chemung Canal Trust Co
DECREASED
Shares48,820 from 49,708
Change-888 (-2%)
Value$25.0M (+$6.5M)
Filed 2026-11-04
Oakworth Capital, Inc.
INCREASED
Shares48,809 from 47,417
Change+1,392 (+3%)
Value$25.0M (+$7.2M)
Filed 2026-10-26
Westbourne Investment Advisors, Inc.
DECREASED
Shares48,748 from 49,027
Change-279 (-1%)
Value$25.0M (+$6.7M)
Filed 2026-10-20
Miller Wealth Advisors, LLC
DECREASED
Shares48,705 from 49,298
Change-593 (-1%)
Value$25.0M (+$6.6M)
Filed 2026-11-02
Cypress Asset Management Inc
DECREASED
Shares48,657 from 49,644
Change-987 (-2%)
Value$25.0M (+$6.4M)
Filed 2026-10-09
St. Clair Advisors, LLC
DECREASED
Shares48,553 from 49,794
Change-1,241 (-2%)
Value$24.9M (+$6.3M)
Filed 2026-10-13
MCF Advisors LLC
DECREASED
Shares48,517 from 50,790
Change-2,273 (-4%)
Value$24.9M (+$5.9M)
Filed 2026-10-28
Simon Quick Advisors, LLC
INCREASED
Shares48,515 from 45,198
Change+3,317 (+7%)
Value$24.9M (+$8.0M)
Filed 2026-10-26
West Wealth Group, LLC
INCREASED
Shares48,445 from 10,271
Change+38,174 (+372%)
Value$5.5M (+$1.6M)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares48,306 from 47,908
Change+398 (+1%)
Value$24.8M (+$6.9M)
Filed 2026-10-21
Kestra Investment Management, LLC
DECREASED
Shares48,267 from 57,275
Change-9,008 (-16%)
Value$24.8M (+$3.4M)
Filed 2026-11-04
Gibraltar Capital Management, Inc.
DECREASED
Shares48,219 from 49,324
Change-1,105 (-2%)
Value$24.7M (+$6.3M)
Filed 2026-10-27
Monarch Capital Management Inc
DECREASED
Shares48,170 from 48,413
Change-243 (0%)
Value$24.7M (+$6.6M)
Filed 2026-10-19
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares48,146 from 48,411
Change-265 (-1%)
Value$24.7M (+$6.6M)
Filed 2026-10-26
Strategic Wealth Investment Group, LLC
DECREASED
Shares48,111 from 54,215
Change-6,104 (-11%)
Value$24.7M (+$4.5M)
Filed 2026-10-29
Community Bank & Trust, Waco, Texas
INCREASED
Shares48,107 from 42,919
Change+5,188 (+12%)
Value$24.7K (-$16.0M)
Filed 2026-10-19
Provenance Wealth Advisors, LLC
INCREASED
Shares47,934 from 11,567
Change+36,367 (+314%)
Value$24.6M (+$20.3M)
Filed 2026-10-30
Trust Point Inc.
INCREASED
Shares47,923 from 37,329
Change+10,594 (+28%)
Value$24.6M (+$10.7M)
Filed 2026-10-27
Bell Bank
INCREASED
Shares47,708 from 46,554
Change+1,154 (+2%)
Value$24.5M (+$7.1M)
Filed 2026-10-21
Ashton Thomas Securities, LLC
INCREASED
Shares47,678 from 44,121
Change+3,557 (+8%)
Value$24.5M (+$8.0M)
Filed 2026-10-26
Cordatus Wealth Management LLC
DECREASED
Shares47,597 from 48,215
Change-618 (-1%)
Value$24.4M (+$6.4M)
Filed 2026-10-19
Formidable Asset Management, LLC
DECREASED
Shares47,480 from 47,497
Change-17 (0%)
Value$18.1M (+$509.7K)
Filed 2026-11-03
Capital Investment Counsel, Inc
DECREASED
Shares47,411 from 47,532
Change-121 (0%)
Value$24.3M (+$6.6M)
Filed 2026-10-20
Nilsine Partners, LLC
INCREASED
Shares47,386 from 43,818
Change+3,568 (+8%)
Value$24.3M (+$8.0M)
Filed 2026-11-02
DT Investment Partners, LLC
DECREASED
Shares47,213 from 53,487
Change-6,274 (-12%)
Value$24.2M (+$4.3M)
Filed 2026-10-27
CenterBook Partners LP
DECREASED
Shares47,080 from 104,729
Change-57,649 (-55%)
Value$24.1M (-$14.9M)
Filed 2026-11-02
Hanson & Doremus Investment Management
INCREASED
Shares47,053 from 46,336
Change+717 (+2%)
Value$24.1K (-$17.3M)
Filed 2026-10-16
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares46,983 from 47,645
Change-662 (-1%)
Value$24.1M (+$6.3M)
Filed 2026-11-02
Cardinal Point Capital Management ULC
DECREASED
Shares46,916 from 47,939
Change-1,023 (-2%)
Value$24.1M (+$6.2M)
Filed 2026-10-21
TenCore Partners, LP
DECREASED
Shares46,907 from 62,376
Change-15,469 (-25%)
Value$24.1M (+$791.1K)
Filed 2026-11-05
Laurion Capital Management LP
INCREASED
Shares46,885 from 34,913
Change+11,972 (+34%)
Value$24.0M (+$11.0M)
Filed 2026-10-30
Accurate Wealth Management, LLC
INCREASED
Shares46,864 from 43,630
Change+3,234 (+7%)
Value$25.5M (+$8.7M)
Filed 2026-10-20
CV Advisors LLC
INCREASED
Shares46,860 from 44,774
Change+2,086 (+5%)
Value$24.0M (+$7.3M)
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares46,695 from 43,559
Change+3,136 (+7%)
Value$25.3M (+$8.4M)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares46,690 from 50,409
Change-3,719 (-7%)
Value$23.9M (+$5.1M)
Filed 2026-11-03
Patton Albertson Miller Group, LLC
INCREASED
Shares46,671 from 46,202
Change+469 (+1%)
Value$23.9M (+$6.7M)
Filed 2026-10-26
Aviance Capital Partners, LLC
INCREASED
Shares46,597 from 46,079
Change+518 (+1%)
Value$23.9M (+$6.7M)
Filed 2026-10-29
Snider Financial Group
DECREASED
Shares46,434 from 47,653
Change-1,219 (-3%)
Value$23.8M (+$6.0M)
Filed 2026-10-16
Tanager Wealth Management LLP
INCREASED
Shares46,420 from 44,118
Change+2,302 (+5%)
Value$23.8M (+$7.4M)
Filed 2026-10-19
Kozak & Associates, Inc.
DECREASED
Shares46,394 from 53,589
Change-7,195 (-13%)
Value$24.6M (+$4.0M)
Filed 2026-10-29
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
INCREASED
Shares46,254 from 32,027
Change+14,227 (+44%)
Value$23.7M (+$11.8M)
Filed 2026-10-20
Vanderbilt University
INCREASED
Shares46,248 from 36,416
Change+9,832 (+27%)
Value$23.7M (+$10.1M)
Filed 2026-11-02
Inman Jager Wealth Management, LLC
DECREASED
Shares46,200 from 46,223
Change-23 (0%)
Value$23.7M (+$6.5M)
Filed 2026-11-05
SevenBridge Financial Group, LLC
DECREASED
Shares46,160 from 47,740
Change-1,580 (-3%)
Value$24.6M (+$681.9K)
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
DECREASED
Shares46,153 from 51,645
Change-5,492 (-11%)
Value$23.7M (+$4.4M)
Filed 2026-10-20
Little House Capital LLC
INCREASED
Shares46,066 from 45,717
Change+349 (+1%)
Value$23.6M (+$6.6M)
Filed 2026-11-06
Nfsg Corp
INCREASED
Shares45,883 from 44,096
Change+1,787 (+4%)
Value$23.5M (+$7.1M)
Filed 2026-10-15
PFC Capital Group, Inc.
DECREASED
Shares45,700 from 45,729
Change-29 (0%)
Value$23.4M (+$6.4M)
Filed 2026-11-06
Two Point Capital Management, Inc.
DECREASED
Shares45,662 from 46,806
Change-1,144 (-2%)
Value$23.4M (+$6.0M)
Filed 2026-10-16
Romano Brothers and Company
INCREASED
Shares45,564 from 37,609
Change+7,955 (+21%)
Value$23.4M (+$9.3M)
Filed 2026-10-22
Connecticut Wealth Management, LLC
DECREASED
Shares45,497 from 47,090
Change-1,593 (-3%)
Value$23.3M (+$5.8M)
Filed 2026-10-13
Stokes Capital Advisors, LLC
INCREASED
Shares45,488 from 44,749
Change+739 (+2%)
Value$23.3M (+$6.6M)
Filed 2026-10-09
Scott & Selber, Inc.
DECREASED
Shares45,406 from 45,455
Change-49 (0%)
Value$23.3M (+$6.3M)
Filed 2026-10-21
Wright Investors Service Inc
INCREASED
Shares45,371 from 37,028
Change+8,343 (+23%)
Value$23.3M (+$9.5M)
Filed 2026-11-02
Duncker Streett & Co Inc
INCREASED
Shares45,362 from 43,228
Change+2,134 (+5%)
Value$23.3M (+$7.1M)
Filed 2026-10-27
Inspire Trust Co, N.A.
DECREASED
Shares45,325 from 48,825
Change-3,500 (-7%)
Value$23.2M (+$5.0M)
Filed 2026-11-05
TigerOak Management, L.L.C.
INCREASED
Shares45,209 from 44,620
Change+589 (+1%)
Value$23.2M (+$6.5M)
Filed 2026-10-23
Legacy Trust
INCREASED
Shares45,127 from 43,996
Change+1,131 (+3%)
Value$23.6M (+$7.1M)
Filed 2026-11-06
Aspiriant, LLC
DECREASED
Shares45,100 from 47,661
Change-2,561 (-5%)
Value$23.1M (+$5.4M)
Filed 2026-10-16
Renaissance Investment Group LLC
DECREASED
Shares45,048 from 45,497
Change-449 (-1%)
Value$23.1M (+$6.1M)
Filed 2026-10-28
Asset Planning Services Inc
DECREASED
Shares45,038 from 45,118
Change-80 (0%)
Value$23.1K (-$16.8M)
Filed 2026-10-15
Financial Partners Group, Inc
DECREASED
Shares44,943 from 45,284
Change-341 (-1%)
Value$23.1M (+$6.2M)
Filed 2026-10-19
Richard C. Young & Co., Ltd.
DECREASED
Shares44,936 from 45,320
Change-384 (-1%)
Value$23.0M (+$6.1M)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares44,884 from 42,915
Change+1,969 (+5%)
Value$23.0M (+$7.0M)
Filed 2026-11-03
Capital City Trust Co
DECREASED
Shares44,855 from 45,226
Change-371 (-1%)
Value$23.0M (+$6.1M)
Filed 2026-10-22
Skyline Advisors, Inc.
DECREASED
Shares44,854 from 45,224
Change-370 (-1%)
Value$23.0M (+$6.1M)
Filed 2026-11-03
Patten Group, Inc.
INCREASED
Shares44,800 from 44,148
Change+652 (+1%)
Value$23.0M (+$6.5M)
Filed 2026-10-26
Platform Technology Partners
DECREASED
Shares44,778 from 45,761
Change-983 (-2%)
Value$23.0M (+$5.9M)
Filed 2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares44,771 from 45,178
Change-407 (-1%)
Value$23.0M (+$6.1M)
Filed 2026-10-08
Strong Tower Advisory Services
INCREASED
Shares44,708 from 43,190
Change+1,518 (+4%)
Value$22.9M (+$6.8M)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares44,657 from 43,738
Change+919 (+2%)
Value$22.9M (+$6.6M)
Filed 2026-10-29
North Point Portfolio Managers Corp
DECREASED
Shares44,597 from 44,997
Change-400 (-1%)
Value$22.9M (+$6.1M)
Filed 2026-10-07
Royal Fund Management, LLC
INCREASED
Shares44,417 from 43,902
Change+515 (+1%)
Value$22.8M (+$6.4M)
Filed 2026-10-22
Asio Capital, LLC
INCREASED
Shares44,392 from 42,668
Change+1,724 (+4%)
Value$22.8M (+$6.9M)
Filed 2026-10-19
Whitener Capital Management, Inc.
INCREASED
Shares44,306 from 44,199
Change+107 (+0%)
Value$22.7M (+$6.2M)
Filed 2026-10-15
TritonPoint Partners, LLC
DECREASED
Shares44,300 from 73,296
Change-28,996 (-40%)
Value$22.7M (-$4.6M)
Filed 2026-11-05
SS&H Financial Advisors, Inc.
DECREASED
Shares44,293 from 44,698
Change-405 (-1%)
Value$22.7K (-$16.7M)
Filed 2026-10-28
Nicollet Investment Management, Inc.
INCREASED
Shares44,063 from 43,970
Change+93 (+0%)
Value$22.6K (-$16.4M)
Filed 2026-10-14
Beverly Hills Private Wealth, LLC
INCREASED
Shares44,023 from 40,340
Change+3,683 (+9%)
Value$22.6M (+$7.5M)
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares43,750 from 43,724
Change+26 (+0%)
Value$22.4M (+$6.1M)
Filed 2026-10-20
Iowa State Bank
INCREASED
Shares43,399 from 40,177
Change+3,222 (+8%)
Value$22.3M (+$7.3M)
Filed 2026-10-06
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares43,390 from 45,465
Change-2,075 (-5%)
Value$22.3M (+$5.3M)
Filed 2026-10-14
Conning Inc.
DECREASED
Shares43,380 from 44,906
Change-1,526 (-3%)
Value$22.2M (+$5.5M)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares43,211 from 38,457
Change+4,754 (+12%)
Value$22.2M (+$7.8M)
Filed 2026-10-19
Brown Miller Wealth Management, LLC
DECREASED
Shares43,172 from 43,213
Change-41 (0%)
Value$22.1M (+$6.0M)
Filed 2026-11-02
Kavar Capital Partners Group, LLC
DECREASED
Shares43,160 from 43,548
Change-388 (-1%)
Value$22.1M (+$5.9M)
Filed 2026-11-06
Convergence Investment Partners, LLC
INCREASED
Shares42,988 from 14,219
Change+28,769 (+202%)
Value$22.0M (+$16.7M)
Filed 2026-10-28
CRA Financial Services, LLC
DECREASED
Shares42,836 from 43,100
Change-264 (-1%)
Value$22.0M (+$5.9M)
Filed 2026-10-16
Lake Street Private Wealth, LLC
INCREASED
Shares42,726 from 42,653
Change+73 (+0%)
Value$21.9M (+$6.0M)
Filed 2026-10-22
Physicians Financial Services, Inc.
INCREASED
Shares42,701 from 42,602
Change+99 (+0%)
Value$21.9K (-$15.9M)
Filed 2026-11-04
Banque de Luxembourg S.A.
DECREASED
Shares42,538 from 43,092
Change-554 (-1%)
Value$21.8M (+$5.7M)
Filed 2026-10-14
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares42,500 from 45,081
Change-2,581 (-6%)
Value$21.8K (-$16.8M)
Filed 2026-11-05
Winthrop Advisory Group LLC
DECREASED
Shares42,445 from 42,521
Change-76 (0%)
Value$21.8M (+$5.9M)
Filed 2026-10-22
Wespac Advisors SoCal, LLC
INCREASED
Shares42,055 from 40,255
Change+1,800 (+4%)
Value$21.6M (+$6.6M)
Filed 2026-10-13
First Interstate Bank
INCREASED
Shares42,025 from 41,559
Change+466 (+1%)
Value$21.6M (+$6.1M)
Filed 2026-10-23
Intact Investment Management Inc.
DECREASED
Shares41,960 from 50,500
Change-8,540 (-17%)
Value$21.5M (+$2.7M)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares41,877 from 43,988
Change-2,111 (-5%)
Value$21.5M (+$5.1M)
Filed 2026-11-04
Nvwm, LLC
INCREASED
Shares41,784 from 41,550
Change+234 (+1%)
Value$21.4M (+$5.9M)
Filed 2026-10-14
Root Financial Partners, LLC
INCREASED
Shares41,760 from 37,854
Change+3,906 (+10%)
Value$21.4M (+$7.3M)
Filed 2026-10-21
Villere ST Denis J & Co LLC
DECREASED
Shares41,731 from 43,731
Change-2,000 (-5%)
Value$21.4M (+$5.1M)
Filed 2026-11-04
Financial Insights, Inc.
DECREASED
Shares41,718 from 46,108
Change-4,390 (-10%)
Value$21.4M (+$4.2M)
Filed 2026-10-27
Hoffman, Alan N Investment Management
DECREASED
Shares41,699 from 46,152
Change-4,453 (-10%)
Value$21.4M (+$4.2M)
Filed 2026-10-28
My Personal CFO, LLC
DECREASED
Shares41,679 from 52,047
Change-10,368 (-20%)
Value$21.4M (+$2.0M)
Filed 2026-10-14
Lincoln Capital LLC
DECREASED
Shares41,571 from 41,643
Change-72 (0%)
Value$21.3M (+$5.7M)
Filed 2026-10-09
Louisbourg Investments Inc.
INCREASED
Shares41,557 from 41,327
Change+230 (+1%)
Value$17.2M (+$4.8M)
Filed 2026-10-20
Accredited Investors Inc.
INCREASED
Shares41,277 from 41,190
Change+87 (+0%)
Value$21.2M (+$5.8M)
Filed 2026-11-03
J.Safra Asset Management Corp
INCREASED
Shares41,205 from 37,914
Change+3,291 (+9%)
Value$21.1M (+$7.0M)
Filed 2026-11-03
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares41,192 from 41,199
Change-7 (0%)
Value$21.1M (+$5.8M)
Filed 2026-11-02
Teamwork Financial Advisors, LLC
DECREASED
Shares41,081 from 62,278
Change-21,197 (-34%)
Value$21.1M (-$2.2M)
Filed 2026-10-19
BIP Wealth, LLC
DECREASED
Shares41,019 from 41,085
Change-66 (0%)
Value$21.0M (+$5.7M)
Filed 2026-10-22
WBH Advisory Inc
INCREASED
Shares40,991 from 40,212
Change+779 (+2%)
Value$21.0M (+$6.0M)
Filed 2026-11-05
Central Pacific Bank - Trust Division
INCREASED
Shares40,886 from 34,284
Change+6,602 (+19%)
Value$21.0M (+$8.2M)
Filed 2026-10-06
McKinley Carter Wealth Services, Inc.
DECREASED
Shares40,884 from 41,349
Change-465 (-1%)
Value$21.0M (+$5.5M)
Filed 2026-10-16
Montecito Bank & Trust
DECREASED
Shares40,538 from 40,780
Change-242 (-1%)
Value$20.8M (+$5.6M)
Filed 2026-10-01
Churchill Financial Advisors, LLC
INCREASED
Shares40,487 from 39,470
Change+1,017 (+3%)
Value$20.8M (+$6.0M)
Filed 2026-10-20
Winch Advisory Services, LLC
DECREASED
Shares40,477 from 40,976
Change-499 (-1%)
Value$20.8M (+$5.5M)
Filed 2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares40,427 from 43,668
Change-3,241 (-7%)
Value$20.7M (+$4.4M)
Filed 2026-10-21
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares40,254 from 37,834
Change+2,420 (+6%)
Value$20.6M (+$6.5M)
Filed 2026-11-02
Channel Wealth LLC
INCREASED
Shares40,098 from 39,634
Change+464 (+1%)
Value$20.6M (+$5.8M)
Filed 2026-11-06
Triad Wealth Partners, LLC
INCREASED
Shares40,035 from 38,756
Change+1,279 (+3%)
Value$20.5M (+$1.6M)
Filed 2026-10-26
Bill Few Associates, Inc.
DECREASED
Shares39,974 from 40,371
Change-397 (-1%)
Value$20.5M (+$5.4M)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
DECREASED
Shares39,909 from 44,762
Change-4,853 (-11%)
Value$20.5M (+$3.8M)
Filed 2026-10-21
Quantum Private Wealth, LLC
DECREASED
Shares39,900 from 41,168
Change-1,268 (-3%)
Value$20.5M (+$5.1M)
Filed 2026-10-20
Shepherd Financial Partners LLC
INCREASED
Shares39,832 from 39,783
Change+49 (+0%)
Value$20.4M (+$5.6M)
Filed 2026-11-03
Destiny Wealth Partners, LLC
INCREASED
Shares39,700 from 26,866
Change+12,834 (+48%)
Value$20.1M (+$7.6M)
Filed 2026-11-05
Grove Bank & Trust
INCREASED
Shares39,661 from 37,203
Change+2,458 (+7%)
Value$20.3M (+$6.5M)
Filed 2026-10-08
Heck Capital Advisors, LLC
INCREASED
Shares39,477 from 35,800
Change+3,677 (+10%)
Value$20.2M (+$6.9M)
Filed 2026-10-14
Kinsale Capital Group, Inc.
INCREASED
Shares39,444 from 34,042
Change+5,402 (+16%)
Value$20.2M (+$7.5M)
Filed 2026-11-04
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares39,435 from 39,435
Change0 (0%)
Value$20.2M (+$5.5M)
Filed 2026-11-06
Searle & Co.
DECREASED
Shares39,426 from 40,426
Change-1,000 (-2%)
Value$20.2M (+$5.1M)
Filed 2026-11-04
First Pacific Financial
INCREASED
Shares39,382 from 28,183
Change+11,199 (+40%)
Value$20.2M (+$9.7M)
Filed 2026-10-14
Clear Trail Advisors, LLC
DECREASED
Shares39,276 from 42,983
Change-3,707 (-9%)
Value$20.1M (+$4.1M)
Filed 2026-10-20
Westover Capital Advisors, LLC
DECREASED
Shares39,275 from 40,093
Change-818 (-2%)
Value$20.1M (+$5.2M)
Filed 2026-10-26
GPM Growth Investors, Inc.
DECREASED
Shares39,257 from 39,706
Change-449 (-1%)
Value$20.1M (+$5.3M)
Filed 2026-10-30
Baugh & Associates, LLC
INCREASED
Shares39,231 from 36,574
Change+2,657 (+7%)
Value$18.3M (+$4.7M)
Filed 2026-10-16
Concord Wealth Partners
INCREASED
Shares39,224 from 38,122
Change+1,102 (+3%)
Value$20.1M (+$5.9M)
Filed 2026-11-02
Bell Asset Management Ltd
DECREASED
Shares39,176 from 58,396
Change-19,220 (-33%)
Value$20.1M (-$1.7M)
Filed 2026-10-08
IPG Investment Advisors LLC
INCREASED
Shares39,123 from 36,400
Change+2,723 (+7%)
Value$20.1M (+$6.5M)
Filed 2026-10-30
Klingman & Associates, LLC
INCREASED
Shares39,092 from 37,765
Change+1,327 (+4%)
Value$20.1M (+$6.0M)
Filed 2026-10-20
Advisor OS, LLC
INCREASED
Shares39,019 from 37,002
Change+2,017 (+5%)
Value$20.0M (+$6.2M)
Filed 2026-11-03
Costello Asset Management, Inc
DECREASED
Shares39,016 from 39,499
Change-483 (-1%)
Value$20.0M (+$5.3M)
Filed 2026-10-30
Blueprint Investment Partners LLC
INCREASED
Shares39,012 from 17,515
Change+21,497 (+123%)
Value$20.0M (+$13.5M)
Filed 2026-10-28
Zions Bancorporation, National Association
INCREASED
Shares38,961 from 38,470
Change+491 (+1%)
Value$20.0M (+$5.6M)
Filed 2026-11-06
Brady Family Wealth, LLC
DECREASED
Shares38,956 from 40,301
Change-1,345 (-3%)
Value$20.0M (+$4.9M)
Filed 2026-11-02
Vista Capital Partners, Inc.
INCREASED
Shares38,801 from 36,772
Change+2,029 (+6%)
Value$19.9M (+$6.2M)
Filed 2026-11-06
Sage Capital Advisors,llc
INCREASED
Shares38,740 from 38,484
Change+256 (+1%)
Value$19.9M (+$5.5M)
Filed 2026-10-13
Davidson Trust Co
DECREASED
Shares38,598 from 40,069
Change-1,471 (-4%)
Value$19.8M (+$4.9M)
Filed 2026-10-09
True North Advisors, LLC
DECREASED
Shares38,584 from 39,011
Change-427 (-1%)
Value$19.8M (+$5.2M)
Filed 2026-10-22
Morton Capital Management LLC
DECREASED
Shares38,518 from 39,977
Change-1,459 (-4%)
Value$19.8M (+$4.8M)
Filed 2026-10-23
Harrell Investment Partners, LLC
DECREASED
Shares38,433 from 39,649
Change-1,216 (-3%)
Value$19.7M (+$4.9M)
Filed 2026-10-15
Mattern Capital Management, LLC
DECREASED
Shares38,404 from 41,086
Change-2,682 (-7%)
Value$19.7M (+$4.4M)
Filed 2026-11-02
Fischer Financial Services, Inc.
DECREASED
Shares38,396 from 38,825
Change-429 (-1%)
Value$19.7M (+$5.2M)
Filed 2026-10-30
Legacy Wealth Management, LLC / MS
DECREASED
Shares38,327 from 45,058
Change-6,731 (-15%)
Value$19.7M (+$2.9M)
Filed 2026-10-30
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares38,270 from 38,852
Change-582 (-1%)
Value$19.6M (+$5.1M)
Filed 2026-10-13
Live Oak Private Wealth LLC
DECREASED
Shares38,267 from 39,987
Change-1,720 (-4%)
Value$19.6M (+$4.7M)
Filed 2026-11-02
Texas Bank & Trust Co
DECREASED
Shares38,208 from 38,460
Change-252 (-1%)
Value$19.6M (+$5.3M)
Filed 2026-11-04
LRZ Capital LLC
UNCHANGED
Shares38,110 from 38,110
Change0 (0%)
Value$19.5M (+$5.3M)
Filed 2026-11-05
Bonness Enterprises Inc
UNCHANGED
Shares37,990 from 37,990
Change0 (0%)
Value$19.5M (+$5.3M)
Filed 2026-10-08
Central Bank & Trust Co
INCREASED
Shares37,923 from 36,871
Change+1,052 (+3%)
Value$19.5M (+$5.7M)
Filed 2026-10-09
QV Investors Inc.
DECREASED
Shares37,910 from 38,460
Change-550 (-1%)
Value$19.4K (-$14.3M)
Filed 2026-10-20
Valley National Advisers Inc
DECREASED
Shares37,894 from 38,982
Change-1,088 (-3%)
Value$19.4M (+$4.9M)
Filed 2026-10-23
Lincoln Capital Corp
DECREASED
Shares37,892 from 41,785
Change-3,893 (-9%)
Value$19.4M (+$3.8M)
Filed 2026-10-13
Acropolis Investment Management, LLC
DECREASED
Shares37,814 from 38,008
Change-194 (-1%)
Value$19.4M (+$5.2M)
Filed 2026-10-08
Bradyco, Inc.
DECREASED
Shares37,776 from 38,531
Change-755 (-2%)
Value$19.4M (+$5.0M)
Filed 2026-11-03
Inlet Private Wealth, LLC
UNCHANGED
Shares37,772 from 37,772
Change0 (0%)
Value$19.4M (+$5.3M)
Filed 2026-10-21
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares37,700 from 37,700
Change0 (0%)
Value$19.3M (+$5.3M)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares37,670 from 36,882
Change+788 (+2%)
Value$19.3M (+$5.6M)
Filed 2026-10-08
Manchester Capital Management LLC
DECREASED
Shares37,650 from 39,310
Change-1,660 (-4%)
Value$19.3M (+$4.6M)
Filed 2026-10-22
Citizens National Bank Trust Department
INCREASED
Shares37,591 from 37,580
Change+11 (+0%)
Value$19.3M (+$5.3M)
Filed 2026-11-04
Sound Income Strategies, LLC
INCREASED
Shares37,456 from 36,558
Change+898 (+2%)
Value$19.6M (+$5.9M)
Filed 2026-10-09
Summit Wealth Group LLC / Co
INCREASED
Shares37,111 from 15,314
Change+21,797 (+142%)
Value$19.0M (+$13.3M)
Filed 2026-10-29
Pegasus Asset Management, Inc.
INCREASED
Shares37,098 from 36,545
Change+553 (+2%)
Value$19.0M (+$5.4M)
Filed 2026-11-03
Walter Public Investments Inc.
INCREASED
Shares37,093 from 31,239
Change+5,854 (+19%)
Value$19.0M (+$7.4M)
Filed 2026-11-05
FCG Investment Co
INCREASED
Shares37,040 from 34,682
Change+2,358 (+7%)
Value$19.0M (+$6.1M)
Filed 2026-10-13
Spinnaker Investment Group, LLC
DECREASED
Shares36,942 from 37,457
Change-515 (-1%)
Value$18.9M (+$5.0M)
Filed 2026-10-13
LMG Wealth Partners, LLC
INCREASED
Shares36,900 from 35,559
Change+1,341 (+4%)
Value$18.9M (+$5.7M)
Filed 2026-11-05
Aljian Capital Management, LLC
DECREASED
Shares36,676 from 36,747
Change-71 (0%)
Value$18.8M (+$5.1M)
Filed 2026-10-28
Jessup Wealth Management, Inc
INCREASED
Shares36,673 from 36,083
Change+590 (+2%)
Value$18.8M (+$5.3M)
Filed 2026-10-20
Lawson Kroeker Investment Management Inc
DECREASED
Shares36,651 from 36,787
Change-136 (0%)
Value$18.8M (+$5.1M)
Filed 2026-10-22
Kelleher Financial Advisors
DECREASED
Shares36,639 from 57,918
Change-21,279 (-37%)
Value$18.8M (-$2.8M)
Filed 2026-10-30
Herold Advisors, Inc.
DECREASED
Shares36,377 from 37,327
Change-950 (-3%)
Value$18.7M (+$4.7M)
Filed 2026-10-19
Investment Advisory Services Inc
INCREASED
Shares36,317 from 36,139
Change+178 (+0%)
Value$18.6M (+$5.1M)
Filed 2026-10-27
LVW Advisors, LLC
INCREASED
Shares36,307 from 35,961
Change+346 (+1%)
Value$18.6M (+$5.2M)
Filed 2026-10-19
Apollon Financial, LLC
DECREASED
Shares36,303 from 38,455
Change-2,152 (-6%)
Value$18.6M (+$4.3M)
Filed 2026-10-23
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares36,244 from 35,992
Change+252 (+1%)
Value$18.6M (+$5.2M)
Filed 2026-10-23
BNC Wealth Management, LLC
INCREASED
Shares36,178 from 32,412
Change+3,766 (+12%)
Value$18.6M (+$6.5M)
Filed 2026-10-19
Seizert Capital Partners, LLC
INCREASED
Shares36,146 from 21,405
Change+14,741 (+69%)
Value$18.5M (+$10.6M)
Filed 2026-10-30
Impact Capital Partners LLC
DECREASED
Shares36,124 from 36,417
Change-293 (-1%)
Value$18.5M (+$4.9M)
Filed 2026-10-22
Delta Financial Advisors LLC
INCREASED
Shares36,098 from 35,703
Change+395 (+1%)
Value$18.5M (+$5.2M)
Filed 2026-10-27
Hiddenite Capital Partners LP
NEW
Shares36,000
Change+36,000
Value$18.5M
Filed 2026-10-29
Harold Davidson & Associates Inc.
DECREASED
Shares35,879 from 36,932
Change-1,053 (-3%)
Value$18.4M (+$4.6M)
Filed 2026-10-29
Acumen Wealth Advisors, LLC
INCREASED
Shares35,866 from 33,240
Change+2,626 (+8%)
Value$18.4M (+$6.0M)
Filed 2026-11-05
Somerset Trust Co
DECREASED
Shares35,861 from 35,883
Change-22 (0%)
Value$18.4M (+$5.0M)
Filed 2026-10-13
RPG Investment Advisory, LLC
DECREASED
Shares35,830 from 64,577
Change-28,747 (-45%)
Value$18.4M (-$5.7M)
Filed 2026-10-21
San Luis Wealth Advisors LLC
INCREASED
Shares35,726 from 33,304
Change+2,422 (+7%)
Value$18.3M (+$5.9M)
Filed 2026-10-27
Corda Investment Management, Llc.
INCREASED
Shares35,660 from 34,011
Change+1,649 (+5%)
Value$18.3M (+$5.6M)
Filed 2026-10-22
Mirador Capital Partners LP
INCREASED
Shares35,622 from 35,325
Change+297 (+1%)
Value$18.3M (+$5.1M)
Filed 2026-10-09
Old Second National Bank of Aurora
DECREASED
Shares35,618 from 37,750
Change-2,132 (-6%)
Value$18.3M (+$4.2M)
Filed 2026-10-22
Stonebridge Financial Group, LLC
INCREASED
Shares35,613 from 34,688
Change+925 (+3%)
Value$18.3M (+$5.3M)
Filed 2026-10-01
Aries Wealth Management
INCREASED
Shares35,601 from 35,553
Change+48 (+0%)
Value$18.3M (+$5.0M)
Filed 2026-10-23
Benedict Financial Advisors Inc
DECREASED
Shares35,544 from 36,651
Change-1,107 (-3%)
Value$18.2M (+$4.6M)
Filed 2026-10-07
Capital Investment Counsel, LLC
DECREASED
Shares35,528 from 35,601
Change-73 (0%)
Value$18.2M (+$4.9M)
Filed 2026-10-14
Curated Wealth Partners LLC
INCREASED
Shares35,424 from 13,202
Change+22,222 (+168%)
Value$18.2M (+$13.2M)
Filed 2026-10-15
Focused Alpha, LLC
INCREASED
Shares35,396 from 34,522
Change+874 (+3%)
Value$18.2M (+$5.3M)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED
Shares35,374 from 33,509
Change+1,865 (+6%)
Value$18.1M (+$5.6M)
Filed 2026-10-19
DLK Investment Management, LLC
INCREASED
Shares35,341 from 34,021
Change+1,320 (+4%)
Value$18.1M (+$2.9M)
Filed 2026-10-09
Heritage Wealth Management, Inc.
DECREASED
Shares35,186 from 35,768
Change-582 (-2%)
Value$18.0M (+$4.7M)
Filed 2026-10-28
TLW Wealth Management, LLC
INCREASED
Shares35,166 from 34,910
Change+256 (+1%)
Value$18.0M (+$5.0M)
Filed 2026-10-27
Grandview Asset Management LLC
DECREASED
Shares35,157 from 37,614
Change-2,457 (-7%)
Value$18.0M (+$4.0M)
Filed 2026-10-19
Kesler, Norman & Wride, LLC
INCREASED
Shares35,070 from 34,852
Change+218 (+1%)
Value$18.0M (+$5.0M)
Filed 2026-11-06
Financial Perspectives, Inc
DECREASED
Shares35,053 from 35,154
Change-101 (0%)
Value$18.0M (+$4.9M)
Filed 2026-11-03
Charles Schwab Trust Co
INCREASED
Shares34,986 from 20,852
Change+14,134 (+68%)
Value$17.9M (+$10.2M)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares34,942 from 35,440
Change-498 (-1%)
Value$17.9M (+$4.7M)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares34,905 from 33,991
Change+914 (+3%)
Value$17.9M (+$5.2M)
Filed 2026-10-14
Inscription Capital, LLC
DECREASED
Shares34,874 from 46,070
Change-11,196 (-24%)
Value$17.9M (+$701.7K)
Filed 2026-11-02
VCI Wealth Management LLC
DECREASED
Shares34,811 from 36,329
Change-1,518 (-4%)
Value$17.9M (+$4.3M)
Filed 2026-10-29
Tranquility Partners, LLC
DECREASED
Shares34,776 from 34,948
Change-172 (0%)
Value$17.8M (+$4.8M)
Filed 2026-10-20
Birinyi Associates Inc
DECREASED
Shares34,742 from 36,320
Change-1,578 (-4%)
Value$17.8K (-$13.5M)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED
Shares34,733 from 34,125
Change+608 (+2%)
Value$17.8M (+$5.1M)
Filed 2026-10-19
Jcic Asset Management Inc.
DECREASED
Shares34,667 from 37,703
Change-3,036 (-8%)
Value$17.8M (+$3.8M)
Filed 2026-10-30
Triasima Portfolio Management inc.
INCREASED
Shares34,634 from 28,430
Change+6,204 (+22%)
Value$17.8M (+$7.2M)
Filed 2026-10-15
Gibbs Wealth Management
INCREASED
Shares34,575 from 27,178
Change+7,397 (+27%)
Value$17.7M (+$7.6M)
Filed 2026-10-22
Argentarii, LLC
INCREASED
Shares34,551 from 34,153
Change+398 (+1%)
Value$17.7M (+$514.6K)
Filed 2026-10-28
BankPlus Trust Department
INCREASED
Shares34,474 from 34,352
Change+122 (+0%)
Value$17.7M (+$4.9M)
Filed 2026-11-06
Clear Creek Financial Management, LLC
DECREASED
Shares34,408 from 37,829
Change-3,421 (-9%)
Value$17.6M (+$3.5M)
Filed 2026-10-28
Commonwealth Retirement Investments LLC
DECREASED
Shares34,381 from 34,705
Change-324 (-1%)
Value$17.6M (+$4.7M)
Filed 2026-10-26
Caitong International Asset Management Co., Ltd
NEW
Shares34,342
Change+34,342
Value$17.6M
Filed 2026-10-29
Zullo Investment Group, Inc.
DECREASED
Shares34,337 from 34,948
Change-611 (-2%)
Value$17.6M (+$4.6M)
Filed 2026-10-20
Cornerstone Advisory, LLC
INCREASED
Shares34,286 from 32,678
Change+1,608 (+5%)
Value$17.6M (+$5.4M)
Filed 2026-11-06
Roberts Wealth Advisors, LLC
DECREASED
Shares34,277 from 34,778
Change-501 (-1%)
Value$17.6M (+$4.6M)
Filed 2026-10-14
First Bank & Trust
DECREASED
Shares34,273 from 34,655
Change-382 (-1%)
Value$17.6M (+$4.7M)
Filed 2026-10-19
Torray Investment Partners LLC
DECREASED
Shares34,270 from 36,160
Change-1,890 (-5%)
Value$17.6M (+$4.1M)
Filed 2026-10-30
S.E.E.D. Planning Group LLC
INCREASED
Shares34,125 from 32,764
Change+1,361 (+4%)
Value$17.5M (+$5.3M)
Filed 2026-10-07
Sloy Dahl & Holst, LLC
INCREASED
Shares34,123 from 34,028
Change+95 (+0%)
Value$17.5M (+$4.8M)
Filed 2026-10-14
Quadrant Private Wealth Management, LLC
NEW
Shares34,080
Change+34,080
Value$17.5M
Filed 2026-11-04
RDA Financial Network
DECREASED
Shares34,046 from 36,145
Change-2,099 (-6%)
Value$17.5M (+$4.0M)
Filed 2026-10-15
Leelyn Smith, LLC
INCREASED
Shares33,952 from 32,799
Change+1,153 (+4%)
Value$17.4M (+$5.2M)
Filed 2026-11-03
Altfest L J & Co Inc
INCREASED
Shares33,933 from 21,240
Change+12,693 (+60%)
Value$17.4M (+$9.5M)
Filed 2026-10-27
Biltmore Family Office, LLC
INCREASED
Shares33,888 from 33,518
Change+370 (+1%)
Value$17.4M (+$4.9M)
Filed 2026-11-03
Bedel Financial Consulting, Inc.
INCREASED
Shares33,864 from 33,756
Change+108 (+0%)
Value$17.4M (+$4.8M)
Filed 2026-11-06
Harbor Island Capital LLC
DECREASED
Shares33,862 from 40,824
Change-6,962 (-17%)
Value$17.4M (+$2.1M)
Filed 2026-10-23
Childress Capital Advisors, LLC
INCREASED
Shares33,805 from 31,363
Change+2,442 (+8%)
Value$17.3M (+$5.6M)
Filed 2026-10-28
Magnus Financial Group LLC
INCREASED
Shares33,723 from 31,211
Change+2,512 (+8%)
Value$17.3M (+$5.7M)
Filed 2026-10-21
Argonautica Private Wealth Management, Inc
DECREASED
Shares33,610 from 34,036
Change-426 (-1%)
Value$17.2M (+$4.5M)
Filed 2026-11-02
Burke & Herbert Bank & Trust Co
DECREASED
Shares33,533 from 33,958
Change-425 (-1%)
Value$17.2M (+$4.5M)
Filed 2026-11-02
Personal CFO Solutions, LLC
DECREASED
Shares33,521 from 36,298
Change-2,777 (-8%)
Value$17.2M (+$3.7M)
Filed 2026-11-06
Allen Capital Group, LLC
INCREASED
Shares33,492 from 31,240
Change+2,252 (+7%)
Value$17.2M (+$5.5M)
Filed 2026-10-27
Ervin Investment Management, LLC
INCREASED
Shares33,490 from 33,354
Change+136 (+0%)
Value$17.2M (+$4.7M)
Filed 2026-10-23
Argos Wealth Advisors, LLC
DECREASED
Shares33,424 from 33,952
Change-528 (-2%)
Value$17.1M (+$4.5M)
Filed 2026-11-02
FSM Wealth Advisors, LLC
DECREASED
Shares33,422 from 33,780
Change-358 (-1%)
Value$17.5M (+$4.9M)
Filed 2026-10-27
Roman Butler Fullerton & Co
INCREASED
Shares33,350 from 32,239
Change+1,111 (+3%)
Value$17.8M (+$5.2M)
Filed 2026-10-27
Glass Wealth Management Co LLC
INCREASED
Shares33,333 from 32,613
Change+720 (+2%)
Value$17.1M (+$4.9M)
Filed 2026-10-28
Arrow Financial Corp
DECREASED
Shares33,284 from 35,925
Change-2,641 (-7%)
Value$17.1M (+$3.7M)
Filed 2026-10-26
Oarsman Capital, Inc.
INCREASED
Shares33,232 from 31,877
Change+1,355 (+4%)
Value$17.0M (+$5.2M)
Filed 2026-11-05
Encompass Wealth Advisors, LLC
INCREASED
Shares33,228 from 15,836
Change+17,392 (+110%)
Value$17.0M (+$11.1M)
Filed 2026-10-15
Once Capital Management, LLC
UNCHANGED
Shares33,200 from 33,200
Change0 (0%)
Value$17.0M (+$4.6M)
Filed 2026-11-02
HS Management Partners, LLC
DECREASED
Shares33,185 from 42,766
Change-9,581 (-22%)
Value$17.0M (+$1.1M)
Filed 2026-11-05
Telos Capital Management, Inc.
DECREASED
Shares33,159 from 33,964
Change-805 (-2%)
Value$17.0M (+$4.3M)
Filed 2026-11-02
Anchyra Partners LLC
INCREASED
Shares33,088 from 30,159
Change+2,929 (+10%)
Value$17.0M (+$5.7M)
Filed 2026-10-13
Builder Investment Group Inc
DECREASED
Shares33,085 from 33,095
Change-10 (0%)
Value$17.0M (+$4.6M)
Filed 2026-10-22
Trilogy Capital Inc.
DECREASED
Shares33,053 from 46,056
Change-13,003 (-28%)
Value$17.0M (-$226.8K)
Filed 2026-10-20
True Private Wealth Advisors
INCREASED
Shares32,899 from 32,876
Change+23 (+0%)
Value$16.9M (+$4.6M)
Filed 2026-10-19
Beacon Bank & Trust
DECREASED
Shares32,807 from 34,694
Change-1,887 (-5%)
Value$16.8M (+$3.9M)
Filed 2026-10-27
Jnba Financial Advisors
INCREASED
Shares32,701 from 32,543
Change+158 (+0%)
Value$16.8M (+$4.6M)
Filed 2026-11-03
Greater Midwest Financial Group, LLC
DECREASED
Shares32,624 from 32,872
Change-248 (-1%)
Value$16.7M (+$4.5M)
Filed 2026-10-13
Boit C F David
UNCHANGED
Shares32,604 from 32,604
Change0 (0%)
Value$16.7M (+$4.6M)
Filed 2026-10-29
Legacy Advisors, LLC
DECREASED
Shares32,494 from 37,656
Change-5,162 (-14%)
Value$16.7M (+$2.6M)
Filed 2026-10-19
Towne Trust Company, N.a
DECREASED
Shares32,492 from 32,957
Change-465 (-1%)
Value$16.7M (+$4.4M)
Filed 2026-10-28
Interchange Capital Partners, LLC
INCREASED
Shares32,468 from 32,455
Change+13 (+0%)
Value$16.7M (+$4.6M)
Filed 2026-10-28
Moss Adams Wealth Advisors LLC
DECREASED
Shares32,434 from 45,887
Change-13,453 (-29%)
Value$16.6M (-$481.6K)
Filed 2026-10-28
Rayburn West Financial Services LLC
INCREASED
Shares32,255 from 29,125
Change+3,130 (+11%)
Value$16.5M (+$5.6M)
Filed 2026-11-03
Dudley Capital Management, LLC
DECREASED
Shares32,222 from 32,363
Change-141 (0%)
Value$16.5M (+$4.5M)
Filed 2026-10-23
Founders Capital Management
DECREASED
Shares32,159 from 32,285
Change-126 (0%)
Value$16.5M (+$4.5M)
Filed 2026-10-13
Chronos Wealth Management, LLC
DECREASED
Shares32,111 from 32,175
Change-64 (0%)
Value$16.5M (+$4.5M)
Filed 2026-10-20
Alpha Family Trust
UNCHANGED
Shares32,070 from 32,070
Change0 (0%)
Value$12.0M ($0)
Filed 2026-11-04
Birch Capital Management, LLC
INCREASED
Shares32,063 from 31,984
Change+79 (+0%)
Value$16.4M (+$4.5M)
Filed 2026-10-27
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares32,030 from 34,700
Change-2,670 (-8%)
Value$16.4M (+$3.5M)
Filed 2026-11-06
Legacy Edge Advisors, LLC
DECREASED
Shares32,030 from 34,028
Change-1,998 (-6%)
Value$16.4M (+$3.7M)
Filed 2026-11-06
Finer Wealth Management, Inc.
DECREASED
Shares32,016 from 32,062
Change-46 (0%)
Value$16.4M (+$4.5M)
Filed 2026-10-16
Chatham Capital Group, Inc.
DECREASED
Shares31,966 from 33,006
Change-1,040 (-3%)
Value$16.4M (+$4.1M)
Filed 2026-10-16
Hartford Financial Management Inc.
DECREASED
Shares31,860 from 32,702
Change-842 (-3%)
Value$16.3M (+$4.1M)
Filed 2026-10-21
N10 Wealth, LLC
INCREASED
Shares31,844 from 18,422
Change+13,422 (+73%)
Value$16.3M (+$9.5M)
Filed 2026-10-14
Sawyer & Company, Inc
DECREASED
Shares31,841 from 32,358
Change-517 (-2%)
Value$16.3M (+$4.3M)
Filed 2026-10-21
Marks Group Wealth Management, Inc
DECREASED
Shares31,828 from 33,921
Change-2,093 (-6%)
Value$16.3M (+$3.7M)
Filed 2026-11-05
Prudent Man Advisors, LLC
INCREASED
Shares31,704 from 24,696
Change+7,008 (+28%)
Value$16.3M (+$7.0M)
Filed 2026-11-03
Ignite Planners, LLC
INCREASED
Shares31,673 from 30,454
Change+1,219 (+4%)
Value$16.3M (+$4.9M)
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED
Shares31,656 from 32,910
Change-1,254 (-4%)
Value$16.2M (+$4.0M)
Filed 2026-11-02
Monument Capital Management
INCREASED
Shares31,647 from 31,231
Change+416 (+1%)
Value$16.2M (+$4.6M)
Filed 2026-10-09
Asset Dedication, LLC
INCREASED
Shares31,629 from 31,388
Change+241 (+1%)
Value$16.2M (+$4.5M)
Filed 2026-11-03
EagleClaw Capital Managment, LLC
DECREASED
Shares31,470 from 31,573
Change-103 (0%)
Value$16.1M (+$4.4M)
Filed 2026-11-06
Northern Lights Advisors, Inc.
INCREASED
Shares31,415 from 30,925
Change+490 (+2%)
Value$16.1M (+$4.6M)
Filed 2026-10-21
GKV Capital Management Co., Inc.
DECREASED
Shares31,412 from 31,771
Change-359 (-1%)
Value$16.1M (+$4.3M)
Filed 2026-11-06
Oak Harvest Investment Services
INCREASED
Shares31,408 from 15,197
Change+16,211 (+107%)
Value$16.1M (+$10.4M)
Filed 2026-10-20
Maxi Investments CY Ltd
DECREASED
Shares31,400 from 84,520
Change-53,120 (-63%)
Value$16.1K (-$31.5M)
Filed 2026-10-26
Buttonwood Financial Advisors Inc.
INCREASED
Shares31,336 from 31,133
Change+203 (+1%)
Value$16.1M (+$4.5M)
Filed 2026-10-13
Elevatus Welath Management
INCREASED
Shares31,114 from 28,340
Change+2,774 (+10%)
Value$16.0M (+$5.4M)
Filed 2026-10-19
Plancorp, LLC
DECREASED
Shares31,099 from 34,594
Change-3,495 (-10%)
Value$16.2M (+$2.7M)
Filed 2026-11-03
Carnegie Lake Advisors LLC
DECREASED
Shares31,029 from 31,089
Change-60 (0%)
Value$15.9M (+$4.3M)
Filed 2026-11-06
KPP Advisory Services LLC
DECREASED
Shares31,015 from 33,642
Change-2,627 (-8%)
Value$15.9M (+$3.4M)
Filed 2026-10-26
Hollow Brook Wealth Management LLC
INCREASED
Shares30,992 from 30,399
Change+593 (+2%)
Value$15.9M (+$4.6M)
Filed 2026-10-29
Oxler Private Wealth LLC
DECREASED
Shares30,991 from 31,000
Change-9 (0%)
Value$15.9M (+$4.3M)
Filed 2026-10-21
NovaPoint Capital, LLC
DECREASED
Shares30,986 from 32,225
Change-1,239 (-4%)
Value$15.9M (+$3.9M)
Filed 2026-10-22
3Chopt Investment Partners, LLC
DECREASED
Shares30,980 from 31,783
Change-803 (-3%)
Value$15.9M (+$4.0M)
Filed 2026-10-30
Shikiar Asset Management Inc
INCREASED
Shares30,955 from 30,435
Change+520 (+2%)
Value$15.9K (-$11.3M)
Filed 2026-10-20
Buckhead Capital Management LLC
DECREASED
Shares30,804 from 30,822
Change-18 (0%)
Value$15.8M (+$4.3M)
Filed 2026-11-03
Dutch Asset Corp
INCREASED
Shares30,781 from 25,479
Change+5,302 (+21%)
Value$15.8M (+$6.3M)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED
Shares30,616 from 29,655
Change+961 (+3%)
Value$15.7M (+$4.6M)
Filed 2026-10-09
Berbice Capital Management LLC
INCREASED
Shares30,611 from 30,221
Change+390 (+1%)
Value$15.7M (+$4.4M)
Filed 2026-10-13
Curbstone Financial Management Corp
INCREASED
Shares30,542 from 30,528
Change+14 (+0%)
Value$15.7M (+$4.3M)
Filed 2026-10-21
Old Port Advisors
DECREASED
Shares30,487 from 30,522
Change-35 (0%)
Value$15.6M (+$4.3M)
Filed 2026-10-23
Maia Wealth LLC
INCREASED
Shares30,434 from 28,939
Change+1,495 (+5%)
Value$15.6M (+$4.8M)
Filed 2026-10-19
Zega Investments, LLC
DECREASED
Shares30,376 from 38,149
Change-7,773 (-20%)
Value$15.6M (+$1.3M)
Filed 2026-11-04
Mcdonald Partners LLC
DECREASED
Shares30,371 from 30,962
Change-591 (-2%)
Value$15.6M (+$4.0M)
Filed 2026-11-03
Schear Investment Advisers, LLC
INCREASED
Shares30,312 from 19,290
Change+11,022 (+57%)
Value$15.5M (+$8.4M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares30,312 from 29,110
Change+1,202 (+4%)
Value$15.5M (+$4.7M)
Filed 2026-10-14
Sendero Wealth Management, LLC
DECREASED
Shares30,156 from 35,679
Change-5,523 (-15%)
Value$15.5M (+$2.2M)
Filed 2026-10-14
Sonata Capital Group Inc
DECREASED
Shares30,058 from 30,356
Change-298 (-1%)
Value$15.4M (+$4.1M)
Filed 2026-10-19
Investment Partners, Ltd.
INCREASED
Shares30,056 from 19,817
Change+10,239 (+52%)
Value$15.4M (+$8.0M)
Filed 2026-10-29
HWG Holdings LP
INCREASED
Shares30,046 from 29,427
Change+619 (+2%)
Value$15.4M (+$4.4M)
Filed 2026-10-08
Financial Security Advisor, Inc.
DECREASED
Shares29,991 from 31,131
Change-1,140 (-4%)
Value$15.4M (+$3.8M)
Filed 2026-11-03
Nikulski Financial, Inc.
INCREASED
Shares29,959 from 28,206
Change+1,753 (+6%)
Value$15.4M (+$4.8M)
Filed 2026-11-06
Carderock Capital Management Inc
INCREASED
Shares29,956 from 27,435
Change+2,521 (+9%)
Value$15.4M (+$5.1M)
Filed 2026-10-22
Brown, Lisle Ings, Inc.
DECREASED
Shares29,917 from 30,974
Change-1,057 (-3%)
Value$15.3M (+$3.8M)
Filed 2026-10-16
Pine Haven Investment Counsel, Inc
DECREASED
Shares29,822 from 29,928
Change-106 (0%)
Value$15.3M (+$4.1M)
Filed 2026-11-02
111 Capital
DECREASED
Shares29,819 from 42,357
Change-12,538 (-30%)
Value$15.3M (-$505.8K)
Filed 2026-11-03
Wynn Capital, LLC
INCREASED
Shares29,766 from 29,684
Change+82 (+0%)
Value$15.3M (+$4.2M)
Filed 2026-10-13
AM Investment Strategies LLC
DECREASED
Shares29,609 from 30,398
Change-789 (-3%)
Value$15.2K (+$3.8K)
Filed 2026-11-05
TCI Wealth Advisors, Inc.
DECREASED
Shares29,600 from 32,359
Change-2,759 (-9%)
Value$15.2M (+$3.1M)
Filed 2026-10-30
Sterling Investment Advisors, Ltd.
INCREASED
Shares29,482 from 29,406
Change+76 (+0%)
Value$15.1M (+$4.2M)
Filed 2026-10-27
Loudon Investment Management, LLC
INCREASED
Shares29,471 from 29,416
Change+55 (+0%)
Value$15.1M (+$4.1M)
Filed 2026-11-06
Regent Peak Wealth Advisors LLC
INCREASED
Shares29,454 from 28,225
Change+1,229 (+4%)
Value$15.1M (+$4.6M)
Filed 2026-10-13
MBL Wealth, LLC
INCREASED
Shares29,333 from 26,738
Change+2,595 (+10%)
Value$15.0M (+$5.1M)
Filed 2026-10-22
JB Capital LLC
INCREASED
Shares29,316 from 29,115
Change+201 (+1%)
Value$15.0M (+$4.2M)
Filed 2026-10-19
Hardy Reed LLC
INCREASED
Shares29,314 from 27,831
Change+1,483 (+5%)
Value$15.0M (+$4.7M)
Filed 2026-11-06
Key FInancial Inc
INCREASED
Shares29,280 from 28,910
Change+370 (+1%)
Value$15.0M (+$4.2M)
Filed 2026-11-02
Cabot Wealth Management Inc
INCREASED
Shares29,257 from 12,163
Change+17,094 (+141%)
Value$15.0M (+$10.5M)
Filed 2026-11-05
Earned Wealth Advisors, LLC
INCREASED
Shares29,257 from 27,458
Change+1,799 (+7%)
Value$15.0M (+$4.8M)
Filed 2026-11-06
Chapin Davis, Inc.
INCREASED
Shares29,234 from 26,472
Change+2,762 (+10%)
Value$15.0M (+$5.1M)
Filed 2026-10-09
Lineweaver Wealth Advisors, LLC
DECREASED
Shares29,130 from 30,002
Change-872 (-3%)
Value$14.9M (+$3.7M)
Filed 2026-10-13
Concord Asset Management, LLC
INCREASED
Shares29,106 from 27,147
Change+1,959 (+7%)
Value$14.9M (+$4.8M)
Filed 2026-11-02
Westside Investment Management, Inc.
INCREASED
Shares29,102 from 29,049
Change+53 (+0%)
Value$15.0M (+$4.1M)
Filed 2026-11-02
Founders Financial Securities LLC
DECREASED
Shares29,052 from 29,938
Change-886 (-3%)
Value$14.9M (+$3.7M)
Filed 2026-10-28
John G Ullman & Associates Inc
DECREASED
Shares29,036 from 29,080
Change-44 (0%)
Value$14.9M (+$4.0M)
Filed 2026-11-04
Quadcap Wealth Management, LLC
DECREASED
Shares29,016 from 29,768
Change-752 (-3%)
Value$14.9M (+$3.8M)
Filed 2026-11-02
MinichMacGregor Wealth Management, LLC
DECREASED
Shares28,869 from 41,460
Change-12,591 (-30%)
Value$14.8M (-$659.1K)
Filed 2026-10-14
Stableford Capital II LLC
DECREASED
Shares28,797 from 30,202
Change-1,405 (-5%)
Value$14.8M (+$3.5M)
Filed 2026-10-09
Goodman Advisory Group, LLC
INCREASED
Shares28,792 from 24,763
Change+4,029 (+16%)
Value$14.8M (+$5.5M)
Filed 2026-11-02
Victrix Investment Advisors
INCREASED
Shares28,789 from 27,595
Change+1,194 (+4%)
Value$14.8M (+$4.5M)
Filed 2026-10-13
Fire Capital Management LLC
INCREASED
Shares28,758 from 18,903
Change+9,855 (+52%)
Value$14.8M (+$7.7M)
Filed 2026-10-27
LFG Wealth Partners, LLC
INCREASED
Shares28,754 from 27,977
Change+777 (+3%)
Value$14.7M (+$4.3M)
Filed 2026-10-28
Chapman Investment Management, LLC
NEW
Shares28,678
Change+28,678
Value$14.7M
Filed 2026-11-03
Penn Davis Mcfarland Inc
DECREASED
Shares28,582 from 28,611
Change-29 (0%)
Value$14.7M (+$4.0M)
Filed 2026-10-23
Stanley-Laman Group, Ltd.
DECREASED
Shares28,438 from 29,242
Change-804 (-3%)
Value$14.6M (+$3.7M)
Filed 2026-10-20
Citizens & Northern Corp
DECREASED
Shares28,395 from 29,135
Change-740 (-3%)
Value$14.6M (+$3.7M)
Filed 2026-11-06
Highline Wealth Partners LLC
INCREASED
Shares28,379 from 27,580
Change+799 (+3%)
Value$14.6M (+$4.3M)
Filed 2026-10-19
Wealth Preservation Advisors, LLC
DECREASED
Shares28,349 from 28,699
Change-350 (-1%)
Value$14.5M (+$3.8M)
Filed 2026-11-05
Pacifica Partners Inc.
INCREASED
Shares28,295 from 28,191
Change+104 (+0%)
Value$14.5M (+$3.5M)
Filed 2026-10-09
Souders Financial Advisors
INCREASED
Shares28,260 from 28,090
Change+170 (+1%)
Value$14.5M (+$4.0M)
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares28,259 from 29,806
Change-1,547 (-5%)
Value$14.5M (+$3.4M)
Filed 2026-10-29
Bank of New Hampshire
DECREASED
Shares28,243 from 29,122
Change-879 (-3%)
Value$14.5M (+$3.6M)
Filed 2026-10-06
Excalibur Management Corp
DECREASED
Shares28,168 from 28,594
Change-426 (-1%)
Value$14.4M (+$3.8M)
Filed 2026-11-02
AMI Investment Management Inc
INCREASED
Shares28,119 from 26,573
Change+1,546 (+6%)
Value$14.4M (+$4.5M)
Filed 2026-10-27
Northstar Asset Management Co
DECREASED
Shares28,103 from 28,723
Change-620 (-2%)
Value$15.0M (+$4.0M)
Filed 2026-10-22
Essex Bank
INCREASED
Shares28,057 from 27,716
Change+341 (+1%)
Value$14.4M (+$4.1M)
Filed 2026-10-16
Consolidated Investment Group LLC
UNCHANGED
Shares27,884 from 27,884
Change0 (0%)
Value$14.3M (+$3.9M)
Filed 2026-11-04
Ldic Inc.
INCREASED
Shares27,880 from 25,133
Change+2,747 (+11%)
Value$14.3M (+$4.9M)
Filed 2026-10-14
Harbour Capital Advisors, LLC
DECREASED
Shares27,823 from 27,838
Change-15 (0%)
Value$14.3M (+$3.6M)
Filed 2026-10-13
Heathbridge Capital Management Ltd.
DECREASED
Shares27,815 from 28,140
Change-325 (-1%)
Value$14.3M (+$3.8M)
Filed 2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED
Shares27,792 from 27,747
Change+45 (+0%)
Value$14.3M (+$3.9M)
Filed 2026-10-19
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares27,781 from 27,145
Change+636 (+2%)
Value$14.2M (+$4.1M)
Filed 2026-10-21
Agate Pass Investment Management, LLC
INCREASED
Shares27,755 from 25,850
Change+1,905 (+7%)
Value$14.2M (+$4.6M)
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
INCREASED
Shares27,676 from 25,828
Change+1,848 (+7%)
Value$14.2M (+$4.6M)
Filed 2026-10-23
Beutel, Goodman & Co Ltd.
DECREASED
Shares27,622 from 29,057
Change-1,435 (-5%)
Value$14.2K (-$10.8M)
Filed 2026-11-04
Evexia Wealth LLC
DECREASED
Shares27,578 from 35,762
Change-8,184 (-23%)
Value$14.7M (-$2.8M)
Filed 2026-11-05
Regatta Capital Group, LLC
INCREASED
Shares27,539 from 26,462
Change+1,077 (+4%)
Value$14.1M (+$4.3M)
Filed 2026-10-23
Chickasaw Capital Management LLC
DECREASED
Shares27,493 from 28,390
Change-897 (-3%)
Value$14.1M (+$14.1M)
Filed 2026-10-08
Keystone Financial Planning, Inc.
INCREASED
Shares27,488 from 26,868
Change+620 (+2%)
Value$14.1M (+$4.1M)
Filed 2026-10-08
CGN Advisors LLC
DECREASED
Shares27,353 from 32,106
Change-4,753 (-15%)
Value$14.0M (+$2.1M)
Filed 2026-10-21
Hengehold Capital Management LLC
INCREASED
Shares27,330 from 27,199
Change+131 (+0%)
Value$14.0M (+$3.9M)
Filed 2026-10-16
Great Diamond Partners, LLC
DECREASED
Shares27,270 from 27,596
Change-326 (-1%)
Value$14.0M (+$3.7M)
Filed 2026-10-13
Blume Capital Management, Inc.
DECREASED
Shares27,247 from 27,474
Change-227 (-1%)
Value$14.0M (+$3.7M)
Filed 2026-10-26
Nadler Financial Group, Inc.
DECREASED
Shares27,241 from 28,041
Change-800 (-3%)
Value$14.0M (+$3.5M)
Filed 2026-10-23
Partners Wealth Management, LLC
INCREASED
Shares27,229 from 4,951
Change+22,278 (+450%)
Value$14.0M (+$12.1M)
Filed 2026-10-28
Premier Fund Managers Ltd
NEW
Shares27,200
Change+27,200
Value$13.8K
Filed 2026-11-02
Fourpath Capital Management, LLC
DECREASED
Shares27,071 from 28,515
Change-1,444 (-5%)
Value$13.9M (+$3.2M)
Filed 2026-10-19
Wormser Freres Gestion
DECREASED
Shares27,027 from 27,191
Change-164 (-1%)
Value$13.9M (+$3.4M)
Filed 2026-10-21
Center for Financial Planning, Inc.
INCREASED
Shares27,012 from 26,365
Change+647 (+2%)
Value$13.9M (+$4.0M)
Filed 2026-10-26
Radnor Capital Management, LLC
INCREASED
Shares27,003 from 26,950
Change+53 (+0%)
Value$13.8M (+$3.8M)
Filed 2026-10-23
Hoertkorn Richard Charles
INCREASED
Shares26,964 from 26,872
Change+92 (+0%)
Value$13.8M (+$3.8M)
Filed 2026-11-04
Enterprise Financial Services Corp
INCREASED
Shares26,921 from 26,793
Change+128 (+0%)
Value$13.8M (+$3.8M)
Filed 2026-11-03
Revolve Wealth Partners, LLC
INCREASED
Shares26,888 from 26,190
Change+698 (+3%)
Value$13.8M (+$4.0M)
Filed 2026-10-23
Fortitude Advisory Group L.L.C.
DECREASED
Shares26,887 from 27,352
Change-465 (-2%)
Value$13.8M (+$3.6M)
Filed 2026-10-15
Dumont & Blake Investment Advisors LLC
DECREASED
Shares26,878 from 27,487
Change-609 (-2%)
Value$13.8M (+$3.5M)
Filed 2026-10-28
Tradewinds Capital Management, LLC
INCREASED
Shares26,845 from 26,673
Change+172 (+1%)
Value$13.8M (+$3.8M)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
INCREASED
Shares26,835 from 26,810
Change+25 (+0%)
Value$13.8M (+$3.8M)
Filed 2026-10-21
Titiun Yejiel
INCREASED
Shares26,829 from 21,393
Change+5,436 (+25%)
Value$13.8M (+$5.8M)
Filed 2026-11-06
Argyle Capital Management, LLC
DECREASED
Shares26,805 from 26,840
Change-35 (0%)
Value$13.7M (+$3.7M)
Filed 2026-10-28
Canopy Partners, LLC
INCREASED
Shares26,699 from 25,671
Change+1,028 (+4%)
Value$13.7M (+$4.1M)
Filed 2026-10-28
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares26,685 from 25,438
Change+1,247 (+5%)
Value$13.7M (+$4.2M)
Filed 2026-10-27
Marathon Wealth Advisors LLC
INCREASED
Shares26,641 from 26,552
Change+89 (+0%)
Value$13.7M (+$3.8M)
Filed 2026-11-04
Ellsworth Advisors, LLC
INCREASED
Shares26,580 from 25,878
Change+702 (+3%)
Value$13.6M (+$3.4M)
Filed 2026-10-15
Armstrong Advisory Group, Inc
DECREASED
Shares26,473 from 26,691
Change-218 (-1%)
Value$13.6M (+$3.6M)
Filed 2026-10-09
Breakwater Investment Management
INCREASED
Shares26,450 from 24,486
Change+1,964 (+8%)
Value$13.6M (+$4.4M)
Filed 2026-10-20
Harmony Asset Management LLC
DECREASED
Shares26,426 from 27,745
Change-1,319 (-5%)
Value$13.6M (+$3.2M)
Filed 2026-10-20
Waystone Advisors LLC
UNCHANGED
Shares26,392 from 26,392
Change0 (0%)
Value$9.8M ($0)
Filed 2026-10-16
Greenfield Savings Bank
INCREASED
Shares26,355 from 26,238
Change+117 (+0%)
Value$13.5M (+$3.7M)
Filed 2026-10-07
Wealth Alliance Advisory Group, LLC
INCREASED
Shares26,317 from 23,422
Change+2,895 (+12%)
Value$13.5M (+$4.8M)
Filed 2026-10-14
Councilmark Asset Management, LLC
DECREASED
Shares26,312 from 26,442
Change-130 (0%)
Value$13.5M (+$3.6M)
Filed 2026-10-20
XXI Wealth, LLC
INCREASED
Shares26,301 from 24,002
Change+2,299 (+10%)
Value$13.5M (+$4.5M)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
INCREASED
Shares26,257 from 26,202
Change+55 (+0%)
Value$13.5M (+$3.7M)
Filed 2026-10-23
Harrington Investments, Inc
DECREASED
Shares26,225 from 26,357
Change-132 (0%)
Value$13.5M (+$3.6M)
Filed 2026-10-14
Prosperitas Financial LLC
INCREASED
Shares26,099 from 24,414
Change+1,685 (+7%)
Value$13.4M (+$4.3M)
Filed 2026-10-28
Genus Capital Management Inc.
INCREASED
Shares26,039 from 10,479
Change+15,560 (+148%)
Value$13.4M (+$9.4M)
Filed 2026-11-04
Paragon Advisors, LLC
DECREASED
Shares25,997 from 26,970
Change-973 (-4%)
Value$13.3M (+$3.3M)
Filed 2026-11-03
Parisi Gray Wealth Management
INCREASED
Shares25,997 from 25,811
Change+186 (+1%)
Value$13.3M (+$3.7M)
Filed 2026-10-16
Brick & Kyle, Associates
INCREASED
Shares25,987 from 25,502
Change+485 (+2%)
Value$13.3M (+$3.9M)
Filed 2026-11-05
Titleist Asset Management, LLC
INCREASED
Shares25,966 from 24,556
Change+1,410 (+6%)
Value$13.3M (+$4.2M)
Filed 2026-10-08
Evanson Financial, LLC
DECREASED
Shares25,927 from 25,963
Change-36 (0%)
Value$13.3M (+$3.6M)
Filed 2026-10-23
Fiduciary Family Office, LLC
INCREASED
Shares25,903 from 24,078
Change+1,825 (+8%)
Value$13.3M (+$4.3M)
Filed 2026-11-04
Atwater Malick LLC
DECREASED
Shares25,903 from 25,928
Change-25 (0%)
Value$13.3M (+$3.6M)
Filed 2026-10-15
Fusion Capital, LLC
INCREASED
Shares25,901 from 25,649
Change+252 (+1%)
Value$13.3M (+$3.7M)
Filed 2026-10-28
McAdam, LLC
INCREASED
Shares25,900 from 25,744
Change+156 (+1%)
Value$13.3M (+$3.7M)
Filed 2026-10-21
Weaver Capital Management LLC
INCREASED
Shares25,864 from 20,862
Change+5,002 (+24%)
Value$13.3M (+$5.5M)
Filed 2026-10-15
Orca Investment Management, LLC
INCREASED
Shares25,860 from 24,920
Change+940 (+4%)
Value$13.3M (+$4.0M)
Filed 2026-10-29
Keystone Wealth Services, LLC
INCREASED
Shares25,800 from 25,777
Change+23 (+0%)
Value$13.1M (+$3.5M)
Filed 2026-11-03
Cypress Wealth Services, LLC
INCREASED
Shares25,794 from 25,579
Change+215 (+1%)
Value$13.7M (+$4.1M)
Filed 2026-10-21
Victory Financial Group, LLC
INCREASED
Shares25,776 from 18,818
Change+6,958 (+37%)
Value$13.2M (+$6.2M)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED
Shares25,740 from 27,381
Change-1,641 (-6%)
Value$13.2M (+$3.0M)
Filed 2026-10-14
Mitchell Sinkler & Starr
DECREASED
Shares25,723 from 25,903
Change-180 (-1%)
Value$13.2M (+$3.5M)
Filed 2026-10-13
Meridian Investment Counsel Inc.
DECREASED
Shares25,709 from 27,458
Change-1,749 (-6%)
Value$13.2M (+$2.9M)
Filed 2026-10-14
Sentry LLC
INCREASED
Shares25,683 from 25,518
Change+165 (+1%)
Value$13.2M (+$3.7M)
Filed 2026-10-30
Consolidated Capital Management, LLC
DECREASED
Shares25,679 from 25,989
Change-310 (-1%)
Value$13.2M (+$3.5M)
Filed 2026-10-13
Zweig-DiMenna Associates LLC
DECREASED
Shares25,650 from 29,200
Change-3,550 (-12%)
Value$13.2M (+$2.3M)
Filed 2026-11-06
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares25,598 from 25,419
Change+179 (+1%)
Value$13.1M (+$3.6M)
Filed 2026-10-14
Summit Financial Strategies, Inc.
INCREASED
Shares25,576 from 21,133
Change+4,443 (+21%)
Value$13.1M (+$5.2M)
Filed 2026-10-14
HBW Advisory Services LLC
DECREASED
Shares25,548 from 27,028
Change-1,480 (-5%)
Value$13.1M (+$3.0M)
Filed 2026-10-15
Valley Brook Capital Group, Inc.
INCREASED
Shares25,542 from 25,511
Change+31 (+0%)
Value$13.1M (+$3.6M)
Filed 2026-10-26
Decker Wealth Management LLC
INCREASED
Shares25,488 from 23,878
Change+1,610 (+7%)
Value$13.1M (+$4.2M)
Filed 2026-10-09
D'Orazio & Associates, Inc.
DECREASED
Shares25,484 from 25,699
Change-215 (-1%)
Value$13.1M (+$3.5M)
Filed 2026-11-04
Lantz Financial LLC
INCREASED
Shares25,476 from 25,040
Change+436 (+2%)
Value$13.1M (+$3.7M)
Filed 2026-10-15
Lynch Asset Management, Inc.
UNCHANGED
Shares25,375 from 25,375
Change0 (0%)
Value$13.0M (+$3.5M)
Filed 2026-10-28
Settian Capital LP
UNCHANGED
Shares25,350 from 25,350
Change0 (0%)
Value$13.0M (+$3.5M)
Filed 2026-11-06
Enhancing Capital LLC
INCREASED
Shares25,345 from 25,319
Change+26 (+0%)
Value$13.0M (+$3.6M)
Filed 2026-10-26
Eurizon SLJ Capital Ltd
DECREASED
Shares25,343 from 30,876
Change-5,533 (-18%)
Value$13.0M (+$1.5M)
Filed 2026-11-06
Lester Murray Antman dba SimplyRich
DECREASED
Shares25,306 from 25,800
Change-494 (-2%)
Value$13.0M (+$3.4M)
Filed 2026-11-06
JFS Wealth Advisors, LLC
INCREASED
Shares25,288 from 25,230
Change+58 (+0%)
Value$13.0M (+$3.6M)
Filed 2026-11-03
Summa Corp.
INCREASED
Shares25,265 from 22,948
Change+2,317 (+10%)
Value$13.0M (+$4.4M)
Filed 2026-10-30
Patrick Mauro Investment Advisor, Inc.
DECREASED
Shares25,257 from 30,298
Change-5,041 (-17%)
Value$13.0M (+$1.7M)
Filed 2026-11-06
Dillon & Associates Inc
INCREASED
Shares25,246 from 23,204
Change+2,042 (+9%)
Value$13.0K (-$8.6M)
Filed 2026-10-22
Agur Provident & Training Funds Management LTD
DECREASED
Shares25,212 from 34,862
Change-9,650 (-28%)
Value$129.3K (-$1.1M)
Filed 2026-11-02
Eukles Asset Management
DECREASED
Shares25,124 from 25,438
Change-314 (-1%)
Value$12.9M (+$3.4M)
Filed 2026-11-04
Westwind Capital
DECREASED
Shares25,090 from 27,121
Change-2,031 (-7%)
Value$12.9K (+$2.8K)
Filed 2026-10-08
Cambridge Advisors Inc.
DECREASED
Shares25,086 from 25,493
Change-407 (-2%)
Value$12.9M (+$3.4M)
Filed 2026-10-19
McHugh Group, LLC
DECREASED
Shares25,084 from 26,108
Change-1,024 (-4%)
Value$12.9M (+$3.1M)
Filed 2026-10-19
Mirae Asset Securities (USA) Inc.
DECREASED
Shares25,055 from 125,750
Change-100,695 (-80%)
Value$12.9M (-$34.1M)
Filed 2026-10-15
Howard Financial Services, Ltd.
INCREASED
Shares25,016 from 23,073
Change+1,943 (+8%)
Value$12.8M (+$4.2M)
Filed 2026-10-15
Rubicon Global Capital Ltd
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$12.8M (+$3.5M)
Filed 2026-10-28
White Pine Investment Co
DECREASED
Shares24,942 from 25,547
Change-605 (-2%)
Value$12.8K (-$9.5M)
Filed 2026-10-15
Stablepoint Partners, LLC
INCREASED
Shares24,806 from 22,861
Change+1,945 (+9%)
Value$12.7M (+$4.2M)
Filed 2026-11-03
Barton Investment Management
INCREASED
Shares24,796 from 24,416
Change+380 (+2%)
Value$12.7M (+$3.6M)
Filed 2026-10-27
Mandatum Life Insurance Co Ltd
INCREASED
Shares24,774 from 24,711
Change+63 (+0%)
Value$12.7M (+$3.5M)
Filed 2026-11-06
Hixon Zuercher, LLC
INCREASED
Shares24,736 from 21,938
Change+2,798 (+13%)
Value$12.7M (+$4.5M)
Filed 2026-10-13
Swiss RE LTD
INCREASED
Shares24,717 from 15,033
Change+9,684 (+64%)
Value$12.7M (+$7.1M)
Filed 2026-11-06
Crown Wealth Group, LLC
DECREASED
Shares24,687 from 25,392
Change-705 (-3%)
Value$12.7M (+$3.2M)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
DECREASED
Shares24,644 from 25,058
Change-414 (-2%)
Value$12.6M (+$3.3M)
Filed 2026-10-20
Huntleigh Advisors, Inc.
DECREASED
Shares24,643 from 24,680
Change-37 (0%)
Value$12.6M (+$3.4M)
Filed 2026-11-03
First Command Advisory Services, Inc.
INCREASED
Shares24,436 from 21,136
Change+3,300 (+16%)
Value$12.5M (+$4.6M)
Filed 2026-11-05
Advocate Group LLC
INCREASED
Shares24,333 from 23,926
Change+407 (+2%)
Value$12.5M (+$3.6M)
Filed 2026-10-19
Rare Wolf Capital LLC
DECREASED
Shares24,321 from 26,731
Change-2,410 (-9%)
Value$12.5M (+$2.5M)
Filed 2026-10-20
Abel Hall, LLC
INCREASED
Shares24,307 from 22,194
Change+2,113 (+10%)
Value$12.5M (+$4.2M)
Filed 2026-10-19
Arista Wealth Management, LLC
DECREASED
Shares24,220 from 24,924
Change-704 (-3%)
Value$12.4M (+$3.1M)
Filed 2026-10-29
United Bank
INCREASED
Shares24,217 from 23,689
Change+528 (+2%)
Value$12.4M (+$3.6M)
Filed 2026-11-06
Mendel Money Management
DECREASED
Shares24,112 from 25,357
Change-1,245 (-5%)
Value$12.4M (+$2.9M)
Filed 2026-11-02
RWQ Financial Management Services, Inc.
DECREASED
Shares24,080 from 25,590
Change-1,510 (-6%)
Value$12.4M (+$2.8M)
Filed 2026-10-19
RED Cedar Investment Management, LLC
INCREASED
Shares24,055 from 21,078
Change+2,977 (+14%)
Value$12.3M (+$4.5M)
Filed 2026-11-04
Allegheny Financial Group
INCREASED
Shares24,002 from 23,828
Change+174 (+1%)
Value$12.3M (+$3.4M)
Filed 2026-11-05
Canton Hathaway, LLC
INCREASED
Shares23,997 from 23,557
Change+440 (+2%)
Value$12.3M (+$3.5M)
Filed 2026-10-23
Clear Wave Wealth Management LLC
INCREASED
Shares23,965 from 22,756
Change+1,209 (+5%)
Value$12.3M (+$3.8M)
Filed 2026-11-04
Ring Mountain Capital, LLC
DECREASED
Shares23,935 from 24,172
Change-237 (-1%)
Value$12.3M (+$3.3M)
Filed 2026-10-13
Trust Co of Oklahoma
DECREASED
Shares23,884 from 24,719
Change-835 (-3%)
Value$12.3M (+$3.0M)
Filed 2026-10-15
Pinkerton Wealth, LLC
INCREASED
Shares23,866 from 23,432
Change+434 (+2%)
Value$12.2M (+$3.6M)
Filed 2026-10-29
Convergence Financial, LLC
DECREASED
Shares23,812 from 48,438
Change-24,626 (-51%)
Value$12.2M (-$5.9M)
Filed 2026-10-27
Clark Asset Management, LLC
DECREASED
Shares23,807 from 24,485
Change-678 (-3%)
Value$12.2M (+$3.1M)
Filed 2026-10-19
Leisure Capital Management
DECREASED
Shares23,756 from 24,164
Change-408 (-2%)
Value$12.2M (+$3.2M)
Filed 2026-11-03
Eastover Investment Advisors LLC
DECREASED
Shares23,734 from 23,870
Change-136 (-1%)
Value$12.2M (+$3.3M)
Filed 2026-10-05
Mezzasalma Advisors, LLC
DECREASED
Shares23,729 from 23,850
Change-121 (-1%)
Value$12.2M (+$3.3M)
Filed 2026-10-14
Mccarter Private Wealth Services LLC
DECREASED
Shares23,661 from 23,694
Change-33 (0%)
Value$12.1M (+$3.3M)
Filed 2026-10-22
Colonial River Investments, LLC
DECREASED
Shares23,618 from 29,071
Change-5,453 (-19%)
Value$12.1M (+$1.3M)
Filed 2026-10-19
Marathon Capital Management
DECREASED
Shares23,606 from 23,877
Change-271 (-1%)
Value$12.1M (+$3.2M)
Filed 2026-10-23
Lesa Sroufe & Co
DECREASED
Shares23,505 from 23,584
Change-79 (0%)
Value$12.1K (-$8.8M)
Filed 2026-10-29
Breakwater Capital Group
INCREASED
Shares23,504 from 23,177
Change+327 (+1%)
Value$12.1M (+$3.4M)
Filed 2026-10-09
Atlas Brown,Inc.
DECREASED
Shares23,338 from 23,402
Change-64 (0%)
Value$12.0M (+$3.2M)
Filed 2026-10-09
TrueMark Investments, LLC
NEW
Shares23,298
Change+23,298
Value$11.9M
Filed 2026-11-05
Liberty Capital Management, Inc.
DECREASED
Shares23,275 from 24,235
Change-960 (-4%)
Value$11.9M (+$2.9M)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares23,257 from 26,170
Change-2,913 (-11%)
Value$11.9M (+$375.3K)
Filed 2026-10-30
MSH Capital Advisors LLC
DECREASED
Shares23,252 from 23,508
Change-256 (-1%)
Value$11.9M (+$3.2M)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares23,240 from 20,060
Change+3,180 (+16%)
Value$11.9M (+$4.4M)
Filed 2026-11-02
Retirement Solution LLC
DECREASED
Shares23,225 from 23,918
Change-693 (-3%)
Value$11.9M (+$3.0M)
Filed 2026-10-27
Compton Wealth Advisory Group, LLC
INCREASED
Shares23,206 from 23,119
Change+87 (+0%)
Value$11.9M (+$3.0M)
Filed 2026-10-13
Beacon Financial Group
INCREASED
Shares23,195 from 20,982
Change+2,213 (+11%)
Value$11.9M (+$4.1M)
Filed 2026-10-19
First Premier Bank
DECREASED
Shares23,190 from 23,348
Change-158 (-1%)
Value$11.9K (+$3.2K)
Filed 2026-10-13
Revisor Wealth Management LLC
DECREASED
Shares23,184 from 24,679
Change-1,495 (-6%)
Value$12.2M (+$3.0M)
Filed 2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED
Shares23,122 from 22,873
Change+249 (+1%)
Value$11.9M (+$3.3M)
Filed 2026-10-30
Piscataqua Savings Bank
DECREASED
Shares23,110 from 23,604
Change-494 (-2%)
Value$11.9M (+$3.0M)
Filed 2026-10-21
Abacus Planning Group, Inc.
INCREASED
Shares23,104 from 20,707
Change+2,397 (+12%)
Value$11.8M (+$4.1M)
Filed 2026-11-02
Reflection Asset Management
INCREASED
Shares23,072 from 22,373
Change+699 (+3%)
Value$11.8M (+$3.5M)
Filed 2026-10-28
David J Yvars Group
NEW
Shares23,032
Change+23,032
Value$11.8M
Filed 2026-10-09
GSG Advisors LLC
INCREASED
Shares23,021 from 21,530
Change+1,491 (+7%)
Value$11.8M (+$3.8M)
Filed 2026-11-03
Aspen Investment Management Inc
DECREASED
Shares22,942 from 23,195
Change-253 (-1%)
Value$11.8K (+$3.1K)
Filed 2026-11-05
Cane Capital Partners, LLC
DECREASED
Shares22,879 from 25,800
Change-2,921 (-11%)
Value$11.7M (+$2.1M)
Filed 2026-10-23
Purkiss Capital Advisors LLC
DECREASED
Shares22,875 from 23,091
Change-216 (-1%)
Value$11.7M (+$3.1M)
Filed 2026-11-06
Solstein Capital, LLC
DECREASED
Shares22,816 from 22,846
Change-30 (0%)
Value$11.7M (+$3.2M)
Filed 2026-11-02
Adirondack Trust Co
DECREASED
Shares22,800 from 24,183
Change-1,383 (-6%)
Value$11.7M (+$2.7M)
Filed 2026-10-14
Wealth Advisory Solutions, LLC
DECREASED
Shares22,740 from 23,516
Change-776 (-3%)
Value$11.7M (+$2.9M)
Filed 2026-10-20
EPG Wealth Management LLC
INCREASED
Shares22,707 from 21,812
Change+895 (+4%)
Value$11.6M (+$3.5M)
Filed 2026-11-03
Aurora Investment Managers, Llc.
INCREASED
Shares22,604 from 22,603
Change+1 (0%)
Value$11.6K (+$3.2K)
Filed 2026-10-15
Atlatl Advisers LLC
INCREASED
Shares22,570 from 4,641
Change+17,929 (+386%)
Value$11.6M (+$9.8M)
Filed 2026-10-22
Prairie Advisory, LLC
INCREASED
Shares22,556 from 13,483
Change+9,073 (+67%)
Value$11.6M (+$6.5M)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares22,553 from 21,778
Change+775 (+4%)
Value$11.6M (+$3.4M)
Filed 2026-11-02
True Freedom Investing, LLC
INCREASED
Shares22,464 from 21,698
Change+766 (+4%)
Value$11.5M (+$3.5M)
Filed 2026-10-29
Cox Capital Mgt LLC
DECREASED
Shares22,448 from 22,610
Change-162 (-1%)
Value$11.5M (+$3.1M)
Filed 2026-10-07
Rossby Financial, LCC
INCREASED
Shares22,394 from 16,739
Change+5,655 (+34%)
Value$11.5M (+$5.2M)
Filed 2026-11-05
Kwmg, LLC
INCREASED
Shares22,385 from 21,531
Change+854 (+4%)
Value$11.5M (+$3.5M)
Filed 2026-10-07
Forte Asset Management LLC
DECREASED
Shares22,348 from 23,436
Change-1,088 (-5%)
Value$11.5M (+$2.7M)
Filed 2026-10-13
Pines Wealth Management, LLC
INCREASED
Shares22,333 from 22,137
Change+196 (+1%)
Value$11.5M (+$3.2M)
Filed 2026-10-21
Ayrshire Capital Management LLC
DECREASED
Shares22,318 from 23,150
Change-832 (-4%)
Value$11.4M (+$2.8M)
Filed 2026-10-20
High Note Wealth, LLC
INCREASED
Shares22,275 from 22,176
Change+99 (+0%)
Value$11.4M (+$3.2M)
Filed 2026-10-27
Tempus Wealth Planning, LLC
INCREASED
Shares22,232 from 21,552
Change+680 (+3%)
Value$11.4M (+$3.4M)
Filed 2026-10-14
Hourglass Capital, LLC
DECREASED
Shares22,144 from 24,271
Change-2,127 (-9%)
Value$11.4M (+$2.3M)
Filed 2026-10-26
World Equity Group, Inc.
DECREASED
Shares22,048 from 31,025
Change-8,977 (-29%)
Value$11.3M (-$259.5K)
Filed 2026-10-14
Advanced Asset Management Advisors Inc
DECREASED
Shares22,043 from 22,049
Change-6 (0%)
Value$11.3M (+$3.1M)
Filed 2026-10-20
Lederer & Associates Investment Counsel
DECREASED
Shares22,042 from 22,759
Change-717 (-3%)
Value$11.3K (+$2.8K)
Filed 2026-10-23
Scissortail Wealth Management, LLC
INCREASED
Shares22,028 from 20,797
Change+1,231 (+6%)
Value$11.3M (+$3.5M)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares21,984 from 19,325
Change+2,659 (+14%)
Value$11.3M (+$4.1M)
Filed 2026-10-29
Income Insurance Ltd
UNCHANGED
Shares21,940 from 21,940
Change0 (0%)
Value$11.3M (+$3.1M)
Filed 2026-10-21
Tandem Capital Management Corp
DECREASED
Shares21,938 from 22,215
Change-277 (-1%)
Value$11.3M (+$3.0M)
Filed 2026-10-22
RBA Wealth Management, LLC
INCREASED
Shares21,888 from 17,220
Change+4,668 (+27%)
Value$11.2M (+$4.8M)
Filed 2026-10-28
Eleva Capital SAS
NEW
Shares21,817
Change+21,817
Value$11.2M
Filed 2026-10-06
Penbrook Management LLC
DECREASED
Shares21,720 from 21,920
Change-200 (-1%)
Value$11.1M (+$3.0M)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED
Shares21,700 from 21,075
Change+625 (+3%)
Value$11.1M (+$3.3M)
Filed 2026-11-04
Independent Solutions Wealth Management, LLC
INCREASED
Shares21,692 from 21,540
Change+152 (+1%)
Value$11.1M (+$3.1M)
Filed 2026-10-28
Secure Asset Management, LLC
DECREASED
Shares21,683 from 22,923
Change-1,240 (-5%)
Value$11.1M (+$2.6M)
Filed 2026-10-19
Red Spruce Capital, LLC
INCREASED
Shares21,668 from 21,199
Change+469 (+2%)
Value$11.1M (+$3.2M)
Filed 2026-10-07
Hazlett, Burt & Watson, Inc.
INCREASED
Shares21,663 from 21,618
Change+45 (+0%)
Value$11.1K (-$6.6M)
Filed 2026-11-04
Summerhill Capital Management lnc.
DECREASED
Shares21,661 from 21,887
Change-226 (-1%)
Value$11.1M (+$2.9M)
Filed 2026-11-02
TBH Global Asset Management, LLC
DECREASED
Shares21,620 from 22,404
Change-784 (-3%)
Value$11.1M (+$2.7M)
Filed 2026-11-03
Berkeley, Inc
INCREASED
Shares21,601 from 21,272
Change+329 (+2%)
Value$11.1M (+$3.1M)
Filed 2026-10-20
O'Brien Greene & Co. Inc
DECREASED
Shares21,593 from 21,930
Change-337 (-2%)
Value$11.1M (+$2.9M)
Filed 2026-11-05
Marino, Stram & Associates LLC
INCREASED
Shares21,589 from 20,207
Change+1,382 (+7%)
Value$11.1M (+$3.5M)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
INCREASED
Shares21,586 from 21,120
Change+466 (+2%)
Value$11.1M (+$3.2M)
Filed 2026-10-05
Centerpoint Advisors, LLC
INCREASED
Shares21,546 from 20,868
Change+678 (+3%)
Value$11.1K (-$7.8M)
Filed 2026-11-05
Wealth Management Partners, LLC
DECREASED
Shares21,538 from 22,681
Change-1,143 (-5%)
Value$11.0M (+$2.6M)
Filed 2026-10-21
Legacy Financial Independent Advisors LLC
INCREASED
Shares21,521 from 15,743
Change+5,778 (+37%)
Value$11.0M (+$5.2M)
Filed 2026-11-02
Hendley & Co Inc
DECREASED
Shares21,475 from 30,866
Change-9,391 (-30%)
Value$11.0K (-$499)
Filed 2026-10-29
Morguard Lincluden Global Investments Ltd
DECREASED
Shares21,459 from 22,093
Change-634 (-3%)
Value$11.0K (-$8.2M)
Filed 2026-10-28
Lakeshore Financial Planning, Inc.
INCREASED
Shares21,398 from 21,272
Change+126 (+1%)
Value$11.0M (+$3.0M)
Filed 2026-10-13
NewSquare Capital LLC
INCREASED
Shares21,396 from 18,771
Change+2,625 (+14%)
Value$11.0M (+$4.0M)
Filed 2026-11-06
ARQ Wealth Advisors, LLC
DECREASED
Shares21,395 from 22,202
Change-807 (-4%)
Value$11.0M (+$2.3M)
Filed 2026-10-29
Willow Creek Capital Management, Inc.
UNCHANGED
Shares21,376 from 21,376
Change0 (0%)
Value$8.0M ($0)
Filed 2026-10-16
Sylvest Advisors, LLC
DECREASED
Shares21,372 from 21,770
Change-398 (-2%)
Value$11.0M (+$2.8M)
Filed 2026-10-26
Westwood Wealth Management
DECREASED
Shares21,338 from 21,778
Change-440 (-2%)
Value$10.9M (+$2.8M)
Filed 2026-10-29
Fulcrum Wealth Advisors, LLC
DECREASED
Shares21,313 from 22,471
Change-1,158 (-5%)
Value$10.9M (+$2.5M)
Filed 2026-10-16
Midland Wealth Advisors, LLC
DECREASED
Shares21,269 from 23,646
Change-2,377 (-10%)
Value$10.9M (+$2.1M)
Filed 2026-10-26
Cumberland Advisors Inc
DECREASED
Shares21,225 from 21,745
Change-520 (-2%)
Value$10.9M (+$2.8M)
Filed 2026-10-30
LCM Capital Management Inc
DECREASED
Shares21,221 from 21,398
Change-177 (-1%)
Value$10.9M (+$2.9M)
Filed 2026-10-20
Family Capital Trust Co
DECREASED
Shares21,173 from 21,272
Change-99 (0%)
Value$10.9M (+$2.9M)
Filed 2026-10-22
N10 Assets, LLC
INCREASED
Shares21,127 from 17,714
Change+3,413 (+19%)
Value$10.8M (+$4.2M)
Filed 2026-10-14
Jericho Financial, LLP
INCREASED
Shares21,108 from 20,750
Change+358 (+2%)
Value$10.8M (+$3.1M)
Filed 2026-10-13
Norway Savings Bank
INCREASED
Shares21,102 from 20,652
Change+450 (+2%)
Value$10.8M (+$3.1M)
Filed 2026-10-20
Prosperity Financial Group, Inc.
INCREASED
Shares21,080 from 19,767
Change+1,313 (+7%)
Value$10.8M (+$3.4M)
Filed 2026-10-29
Diligent Investors, LLC
DECREASED
Shares21,068 from 21,489
Change-421 (-2%)
Value$10.8M (+$2.8M)
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares20,995 from 15,624
Change+5,371 (+34%)
Value$10.8M (+$4.9M)
Filed 2026-10-20
Hamel Associates, Inc.
DECREASED
Shares20,944 from 21,522
Change-578 (-3%)
Value$10.7M (+$2.7M)
Filed 2026-11-06
Stiles Financial Services Inc
DECREASED
Shares20,934 from 21,084
Change-150 (-1%)
Value$10.7M (+$2.9M)
Filed 2026-10-30
Investment Research & Advisory Group, Inc.
DECREASED
Shares20,902 from 21,313
Change-411 (-2%)
Value$10.8M (+$2.9M)
Filed 2026-10-19
FAI Advisors, Inc.
INCREASED
Shares20,874 from 20,628
Change+246 (+1%)
Value$10.7M (+$3.0M)
Filed 2026-10-27
Burford Brothers, Inc.
DECREASED
Shares20,847 from 20,893
Change-46 (0%)
Value$10.7M (+$2.9M)
Filed 2026-10-21
Cherokee Insurance Co
UNCHANGED
Shares20,825 from 20,825
Change0 (0%)
Value$10.7M (+$2.9M)
Filed 2026-11-05
Eagle Capital Management, LLC
DECREASED
Shares20,815 from 21,304
Change-489 (-2%)
Value$10.7K (+$2.7K)
Filed 2026-10-19
Helium Advisors LLC
DECREASED
Shares20,761 from 23,398
Change-2,637 (-11%)
Value$10.6M (+$1.9M)
Filed 2026-10-23
Focused Wealth Management, Inc
DECREASED
Shares20,759 from 22,779
Change-2,020 (-9%)
Value$10.6M (+$2.2M)
Filed 2026-10-30
Noesis Capital Mangement Corp
INCREASED
Shares20,742 from 18,446
Change+2,296 (+12%)
Value$10.6M (+$3.8M)
Filed 2026-10-26
Mount Vernon Associates Inc
DECREASED
Shares20,741 from 21,760
Change-1,019 (-5%)
Value$10.6K (-$8.1M)
Filed 2026-10-26
Eos Management, L.P.
UNCHANGED
Shares20,696 from 20,696
Change0 (0%)
Value$10.6M (+$2.9M)
Filed 2026-10-27
Bender Robert & Associates
INCREASED
Shares20,688 from 19,960
Change+728 (+4%)
Value$10.6M (+$3.2M)
Filed 2026-10-21
Alkeme Wealth, LLC
INCREASED
Shares20,684 from 20,662
Change+22 (+0%)
Value$10.6M (+$2.9M)
Filed 2026-10-08
First Community Trust NA
INCREASED
Shares20,642 from 19,784
Change+858 (+4%)
Value$10.6M (+$3.2M)
Filed 2026-10-07
Boltwood Capital Management
INCREASED
Shares20,630 from 20,229
Change+401 (+2%)
Value$10.6M (+$3.0M)
Filed 2026-10-02
Intrua Financial, LLC
INCREASED
Shares20,624 from 20,153
Change+471 (+2%)
Value$10.6M (+$3.1M)
Filed 2026-10-28
Trust Co of Kansas
DECREASED
Shares20,597 from 22,575
Change-1,978 (-9%)
Value$10.6K (-$8.4M)
Filed 2026-11-06
Luma Capital S.A. - SPF
UNCHANGED
Shares20,500 from 20,500
Change0 (0%)
Value$10.5M (+$2.9M)
Filed 2026-10-21
Gold Investment Management Ltd.
INCREASED
Shares20,483 from 20,157
Change+326 (+2%)
Value$10.5M (+$3.0M)
Filed 2026-10-19
Balefire, LLC
INCREASED
Shares20,479 from 19,292
Change+1,187 (+6%)
Value$10.5M (+$3.3M)
Filed 2026-10-09
SYM Financial Corp
INCREASED
Shares20,463 from 18,239
Change+2,224 (+12%)
Value$10.5M (+$3.7M)
Filed 2026-10-26
StrongBox Wealth, LLC
DECREASED
Shares20,422 from 21,817
Change-1,395 (-6%)
Value$10.5M (+$2.3M)
Filed 2026-11-02
626 Financial, LLC
DECREASED
Shares20,419 from 20,426
Change-7 (0%)
Value$10.5M (+$2.9M)
Filed 2026-11-04
Amarillo National Bank
DECREASED
Shares20,407 from 20,650
Change-243 (-1%)
Value$10.5M (+$2.8M)
Filed 2026-10-23
Providence Wealth Advisors, LLC
DECREASED
Shares20,385 from 20,632
Change-247 (-1%)
Value$10.6M (+$2.5M)
Filed 2026-10-29
Cromwell Holdings LLC
DECREASED
Shares20,355 from 21,093
Change-738 (-3%)
Value$10.4M (+$2.6M)
Filed 2026-10-28
WealthBridge Investment Counsel Inc.
INCREASED
Shares20,351 from 20,051
Change+300 (+2%)
Value$10.4K (+$3.0K)
Filed 2026-10-13
Autumn Glory Partners, LLC
DECREASED
Shares20,342 from 21,310
Change-968 (-5%)
Value$10.4M (+$2.5M)
Filed 2026-10-26
Uncommon Cents Investing Inc
INCREASED
Shares20,328 from 20,311
Change+17 (+0%)
Value$10.4M (+$2.8M)
Filed 2026-10-20
Blueprint Financial Advisors LLC
INCREASED
Shares20,323 from 15,590
Change+4,733 (+30%)
Value$10.4M (+$4.6M)
Filed 2026-10-28
Arvest Investments, Inc.
DECREASED
Shares20,316 from 21,351
Change-1,035 (-5%)
Value$10.4M (+$2.5M)
Filed 2026-10-21
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares20,289 from 20,928
Change-639 (-3%)
Value$10.7M (+$2.7M)
Filed 2026-10-19
Castle Rock Wealth Management, LLC
DECREASED
Shares20,277 from 21,962
Change-1,685 (-8%)
Value$10.7M (+$2.3M)
Filed 2026-10-09
Summit Asset Management, LLC
INCREASED
Shares20,271 from 20,206
Change+65 (+0%)
Value$10.4M (+$2.9M)
Filed 2026-11-05
Wealth Architects, LLC
DECREASED
Shares20,260 from 21,111
Change-851 (-4%)
Value$10.4M (+$2.5M)
Filed 2026-11-03
Tortuga Wealth Management, Inc
INCREASED
Shares20,255 from 19,102
Change+1,153 (+6%)
Value$10.4M (+$3.3M)
Filed 2026-10-27
Cottage Street Advisors LLC
DECREASED
Shares20,252 from 21,169
Change-917 (-4%)
Value$10.4M (+$2.4M)
Filed 2026-10-19
Triangle Securities Wealth Management
DECREASED
Shares20,248 from 20,364
Change-116 (-1%)
Value$10.4M (+$2.8M)
Filed 2026-10-14
Abundance Wealth Counselors
DECREASED
Shares20,235 from 20,677
Change-442 (-2%)
Value$10.4M (+$2.7M)
Filed 2026-10-26
Griffith & Werner, Inc.
INCREASED
Shares20,143 from 20,092
Change+51 (+0%)
Value$10.3M (+$2.8M)
Filed 2026-11-04
Pictet Bank & Trust Ltd
DECREASED
Shares20,130 from 22,238
Change-2,108 (-9%)
Value$10.3M (+$2.0M)
Filed 2026-10-21
BKM Wealth Management, LLC
DECREASED
Shares20,075 from 25,316
Change-5,241 (-21%)
Value$10.3M (+$853.1K)
Filed 2026-10-22
Aviso Wealth Management
INCREASED
Shares20,071 from 19,643
Change+428 (+2%)
Value$10.3M (+$3.0M)
Filed 2026-11-04
Titan Investment Management LLC
INCREASED
Shares20,059 from 18,684
Change+1,375 (+7%)
Value$10.3M (+$3.3M)
Filed 2026-10-22
Waterfront Wealth Inc.
DECREASED
Shares20,029 from 20,059
Change-30 (0%)
Value$10.6M (+$2.9M)
Filed 2026-11-03
Accretive Wealth Partners, LLC
INCREASED
Shares20,017 from 19,814
Change+203 (+1%)
Value$10.3M (+$2.9M)
Filed 2026-11-06
Leonteq Securities AG
DECREASED
Shares20,005 from 56,252
Change-36,247 (-64%)
Value$10.3M (-$10.7M)
Filed 2026-10-29
Arrow Capital Pty Ltd
NEW
Shares20,000
Change+20,000
Value$10.3M
Filed 2026-11-06
North Growth Management Ltd.
INCREASED
Shares20,000 from 19,000
Change+1,000 (+5%)
Value$10.1K (+$2.9K)
Filed 2026-10-20
Trust Co of the South
DECREASED
Shares19,956 from 20,173
Change-217 (-1%)
Value$10.2M (+$2.7M)
Filed 2026-10-21
Blodgett Wealth Advisors, LLC
DECREASED
Shares19,944 from 22,969
Change-3,025 (-13%)
Value$10.2M (+$1.7M)
Filed 2026-10-23
Lakehouse Capital Pty Ltd
DECREASED
Shares19,927 from 21,773
Change-1,846 (-8%)
Value$10.2K (-$8.1M)
Filed 2026-10-06
Integral Investment Advisors, Inc.
DECREASED
Shares19,905 from 19,965
Change-60 (0%)
Value$10.2M (+$2.8M)
Filed 2026-11-03
ANB Bank
INCREASED
Shares19,874 from 19,870
Change+4 (+0%)
Value$10.2M (+$2.8M)
Filed 2026-10-09
Peterson Wealth Management
DECREASED
Shares19,863 from 23,724
Change-3,861 (-16%)
Value$10.2M (+$1.3M)
Filed 2026-11-06
StoryOne LLC
INCREASED
Shares19,856 from 11,546
Change+8,310 (+72%)
Value$10.2M (+$5.9M)
Filed 2026-10-13
Phoenix Wealth Advisors
INCREASED
Shares19,843 from 19,482
Change+361 (+2%)
Value$10.2M (+$2.9M)
Filed 2026-11-03
Trust Investment Advisors
INCREASED
Shares19,837 from 17,339
Change+2,498 (+14%)
Value$10.2M (+$3.7M)
Filed 2026-10-20
Thrive Wealth Management, LLC
DECREASED
Shares19,750 from 19,809
Change-59 (0%)
Value$10.1M (+$2.7M)
Filed 2026-10-13
Martin Capital Partners, LLC
DECREASED
Shares19,736 from 20,412
Change-676 (-3%)
Value$10.1M (+$2.5M)
Filed 2026-10-07
Keudell ison Wealth Management
DECREASED
Shares19,714 from 20,062
Change-348 (-2%)
Value$10.1M (+$2.6M)
Filed 2026-10-16
Genoa Capital Gestora de Recursos Ltda.
NEW
Shares19,702
Change+19,702
Value$10.1M
Filed 2026-10-20
Townsend Asset Management Corp
INCREASED
Shares19,699 from 19,604
Change+95 (+0%)
Value$10.1M (+$2.8M)
Filed 2026-10-29
Chemistry Wealth Management LLC
INCREASED
Shares19,698 from 19,353
Change+345 (+2%)
Value$10.1M (+$2.9M)
Filed 2026-10-16
Insight Wealth Strategies, LLC
DECREASED
Shares19,681 from 20,025
Change-344 (-2%)
Value$10.1M (+$2.4M)
Filed 2026-10-09
RD Finance Ltd
UNCHANGED
Shares19,664 from 19,664
Change0 (0%)
Value$10.1K (-$7.3M)
Filed 2026-10-26
St. Johns Investment Management Company, LLC
DECREASED
Shares19,646 from 21,223
Change-1,577 (-7%)
Value$10.1M (+$2.2M)
Filed 2026-10-30
Studio Investment Management LLC
DECREASED
Shares19,632 from 21,031
Change-1,399 (-7%)
Value$10.1M (+$2.2M)
Filed 2026-10-22
Grey Ledge Advisors, LLC
INCREASED
Shares19,608 from 18,902
Change+706 (+4%)
Value$10.1M (+$3.0M)
Filed 2026-11-02
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares19,606 from 19,618
Change-12 (0%)
Value$10.1M (+$2.7M)
Filed 2026-10-22
Byrne Asset Management LLC
INCREASED
Shares19,603 from 18,971
Change+632 (+3%)
Value$10.1M (+$3.0M)
Filed 2026-10-06
Financial Planning Hawaii, Inc.
DECREASED
Shares19,563 from 20,621
Change-1,058 (-5%)
Value$10.0M (+$2.3M)
Filed 2026-10-13
Tower View Wealth Management LLC
INCREASED
Shares19,561 from 18,048
Change+1,513 (+8%)
Value$10.0M (+$3.3M)
Filed 2026-10-23
Fairvoy Private Wealth, LLC
INCREASED
Shares19,533 from 18,954
Change+579 (+3%)
Value$10.0M (+$2.9M)
Filed 2026-10-19
Markowski Investments
DECREASED
Shares19,529 from 22,269
Change-2,740 (-12%)
Value$10.0M (+$1.7M)
Filed 2026-10-30
Onyx Bridge Wealth Group LLC
DECREASED
Shares19,518 from 19,541
Change-23 (0%)
Value$10.0M (+$2.7M)
Filed 2026-10-16
Symmetry Partners, LLC
INCREASED
Shares19,509 from 17,734
Change+1,775 (+10%)
Value$10.0M (+$3.4M)
Filed 2026-10-27
Peterson Wealth Services
INCREASED
Shares19,490 from 17,901
Change+1,589 (+9%)
Value$10.0M (+$3.3M)
Filed 2026-10-26
Bennett Selby Investments LP
INCREASED
Shares19,450 from 19,359
Change+91 (+0%)
Value$10.0M (+$2.8M)
Filed 2026-10-19
Headland Capital, LLC
INCREASED
Shares19,439 from 18,870
Change+569 (+3%)
Value$10.0M (+$2.9M)
Filed 2026-11-06
Geneva Partners, LLC
INCREASED
Shares19,436 from 6,839
Change+12,597 (+184%)
Value$10.0M (+$7.4M)
Filed 2026-10-26
Koenig Investment Advisory, LLC
DECREASED
Shares19,386 from 20,110
Change-724 (-4%)
Value$9.9M (+$2.4M)
Filed 2026-10-09
Financial Management Network Inc
INCREASED
Shares19,371 from 17,370
Change+2,001 (+12%)
Value$10.0M (+$3.2M)
Filed 2026-10-09
First Business Financial Services, Inc.
INCREASED
Shares19,341 from 18,644
Change+697 (+4%)
Value$9.9M (+$3.0M)
Filed 2026-10-29
Bouvel Investment Partners, LLC
DECREASED
Shares19,339 from 19,674
Change-335 (-2%)
Value$9.9M (+$2.6M)
Filed 2026-10-13
Almanack Investment Partners, Llc.
INCREASED
Shares19,338 from 18,859
Change+479 (+3%)
Value$9.9M (+$2.9M)
Filed 2026-11-03
WP Advisors, LLC
INCREASED
Shares19,318 from 19,088
Change+230 (+1%)
Value$9.9M (+$2.8M)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
DECREASED
Shares19,304 from 21,156
Change-1,852 (-9%)
Value$9.9M (+$2.0M)
Filed 2026-10-26
1900 Wealth Management LLC
INCREASED
Shares19,258 from 16,780
Change+2,478 (+15%)
Value$9.9M (+$3.6M)
Filed 2026-10-13
First County Bank
DECREASED
Shares19,249 from 20,082
Change-833 (-4%)
Value$9.9M (+$2.4M)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares19,247
Change+19,247
Value$9.9M
Filed 2026-10-21
Arsenal Capital Advisors LLC
INCREASED
Shares19,244 from 19,188
Change+56 (+0%)
Value$9.9M (+$2.7M)
Filed 2026-11-02
Spirit of America Management Corp
DECREASED
Shares19,199 from 19,299
Change-100 (-1%)
Value$9.8M (+$2.6M)
Filed 2026-10-14
Sentinel Trust Co LBA
INCREASED
Shares19,193 from 18,568
Change+625 (+3%)
Value$9.8K (+$2.9K)
Filed 2026-11-03
Emerald Advisors, LLC
DECREASED
Shares19,177 from 19,457
Change-280 (-1%)
Value$9.8M (+$2.6M)
Filed 2026-10-13
Gerald Baker Financial Group LLC
UNCHANGED
Shares19,146 from 19,146
Change0 (0%)
Value$9.8M (+$2.7M)
Filed 2026-10-09
Bangor Savings Bank
DECREASED
Shares19,125 from 19,876
Change-751 (-4%)
Value$9.8M (+$2.4M)
Filed 2026-10-06
Gilliland Jeter Wealth Management LLC
DECREASED
Shares19,121 from 19,195
Change-74 (0%)
Value$9.8M (+$2.6M)
Filed 2026-10-28
Joseph Group Capital Management
INCREASED
Shares19,108 from 19,040
Change+68 (+0%)
Value$9.8M (+$2.7M)
Filed 2026-11-04
Uptick Partners, LLC
DECREASED
Shares19,065 from 19,084
Change-19 (0%)
Value$9.8M (+$2.7M)
Filed 2026-11-04
Firetrail Investments PTY LTD
DECREASED
Shares19,060 from 19,160
Change-100 (-1%)
Value$9.8M (+$2.7M)
Filed 2026-11-05
Virtue Capital Management, LLC
DECREASED
Shares19,014 from 19,554
Change-540 (-3%)
Value$9.8M (+$2.5M)
Filed 2026-10-29
Redmond Asset Management, LLC
DECREASED
Shares18,993 from 20,777
Change-1,784 (-9%)
Value$9.7M (+$2.0M)
Filed 2026-10-27
DeDora Capital, Inc.
DECREASED
Shares18,992 from 20,225
Change-1,233 (-6%)
Value$9.7M (+$2.2M)
Filed 2026-10-26
Private Management Group Inc
DECREASED
Shares18,972 from 18,974
Change-2 (0%)
Value$9.7M (+$2.7M)
Filed 2026-11-04
Family Legacy, Inc.
INCREASED
Shares18,919 from 18,807
Change+112 (+1%)
Value$9.7M (+$2.7M)
Filed 2026-10-13
Sterling Investment Counsel, LLC
INCREASED
Shares18,875 from 17,940
Change+935 (+5%)
Value$9.7M (+$3.0M)
Filed 2026-10-19
First City Capital Management, Inc.
DECREASED
Shares18,770 from 19,466
Change-696 (-4%)
Value$9.6M (+$2.4M)
Filed 2026-10-27
Ballast, Inc.
INCREASED
Shares18,731 from 18,334
Change+397 (+2%)
Value$9.6M (+$2.8M)
Filed 2026-10-20
Cohen Investment Advisors LLC
INCREASED
Shares18,728 from 18,594
Change+134 (+1%)
Value$9.6M (+$2.7M)
Filed 2026-10-20
Global Financial Private Client, LLC
DECREASED
Shares18,705 from 19,540
Change-835 (-4%)
Value$9.6M (+$2.3M)
Filed 2026-10-15
Kenora Financial, LLC
INCREASED
Shares18,683 from 18,252
Change+431 (+2%)
Value$9.6M (+$2.8M)
Filed 2026-10-20
Consilium Wealth Advisory, LLC
INCREASED
Shares18,653 from 18,196
Change+457 (+3%)
Value$9.6M (+$2.8M)
Filed 2026-10-14
Prentiss Smith & Co Inc
DECREASED
Shares18,645 from 19,091
Change-446 (-2%)
Value$9.6M (+$2.4M)
Filed 2026-10-27
Mountain Hill Investment Partners Corp.
DECREASED
Shares18,596 from 18,689
Change-93 (0%)
Value$9.5M (+$2.6M)
Filed 2026-10-23
Evergreen Private Wealth LLC
INCREASED
Shares18,580 from 16,913
Change+1,667 (+10%)
Value$9.5M (+$3.2M)
Filed 2026-10-30
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares18,565 from 19,499
Change-934 (-5%)
Value$9.5M (+$2.2M)
Filed 2026-10-09
River Street Advisors LLC
INCREASED
Shares18,558 from 17,946
Change+612 (+3%)
Value$9.5M (+$2.8M)
Filed 2026-10-22
Rainier Family Wealth Inc
DECREASED
Shares18,536 from 21,017
Change-2,481 (-12%)
Value$9.5M (+$1.7M)
Filed 2026-11-02
Archer Investment Corp
DECREASED
Shares18,486 from 19,471
Change-985 (-5%)
Value$9.5M (+$2.2M)
Filed 2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares18,449 from 18,449
Change0 (0%)
Value$9.5M (+$2.6M)
Filed 2026-10-26
Central Valley Advisors, LLC
DECREASED
Shares18,354 from 18,730
Change-376 (-2%)
Value$9.4M (+$2.4M)
Filed 2026-10-27
Fortem Financial Group, LLC
INCREASED
Shares18,348 from 17,957
Change+391 (+2%)
Value$9.4M (+$2.7M)
Filed 2026-10-20
Kingstone Capital Partners Texas, LLC
INCREASED
Shares18,347 from 18,088
Change+259 (+1%)
Value$9.4M (+$2.7M)
Filed 2026-11-03
MTM Investment Management, LLC
INCREASED
Shares18,347 from 18,242
Change+105 (+1%)
Value$9.4M (+$2.6M)
Filed 2026-10-30
Tobam
DECREASED
Shares18,338 from 18,700
Change-362 (-2%)
Value$9.4K (-$7.0M)
Filed 2026-11-03
Chung Wu Investment Group, LLC
INCREASED
Shares18,331 from 16,054
Change+2,277 (+14%)
Value$9.4M (+$3.4M)
Filed 2026-11-03
Cape Investment Advisory, Inc.
INCREASED
Shares18,303 from 17,276
Change+1,027 (+6%)
Value$9.4M (+$2.9M)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares18,269 from 18,770
Change-501 (-3%)
Value$9.4M (+$2.4M)
Filed 2026-10-19
Turn8 Private Wealth Inc.
DECREASED
Shares18,250 from 22,110
Change-3,860 (-17%)
Value$9.4M (+$3.4K)
Filed 2026-11-05
Peoples Financial Services Corp.
DECREASED
Shares18,224 from 18,735
Change-511 (-3%)
Value$9.3M (+$2.4M)
Filed 2026-10-20
CWS Financial Advisors, LLC
DECREASED
Shares18,223 from 18,324
Change-101 (-1%)
Value$9.3M (+$2.5M)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares18,210 from 17,610
Change+600 (+3%)
Value$9.3M (+$2.8M)
Filed 2026-10-19
Tower Trust & Investment Co
DECREASED
Shares18,136 from 18,171
Change-35 (0%)
Value$9.3M (+$2.5M)
Filed 2026-10-28
Flynn Zito Capital Management, LLC
DECREASED
Shares18,130 from 18,559
Change-429 (-2%)
Value$9.3M (+$2.4M)
Filed 2026-11-04
Quantum Financial Advisors, LLC
INCREASED
Shares18,106 from 17,205
Change+901 (+5%)
Value$9.3M (+$2.9M)
Filed 2026-11-03
NWF Advisory Services Inc.
DECREASED
Shares18,087 from 18,837
Change-750 (-4%)
Value$9.3M (+$2.3M)
Filed 2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED
Shares18,082 from 17,299
Change+783 (+5%)
Value$9.3M (+$2.8M)
Filed 2026-11-02
QTR Family Wealth, LLC
DECREASED
Shares18,080 from 18,888
Change-808 (-4%)
Value$9.3M (+$2.2M)
Filed 2026-11-02
Bull Street Advisors, LLC
INCREASED
Shares18,080 from 17,685
Change+395 (+2%)
Value$9.3K (-$6.6M)
Filed 2026-10-20
Madison Park Capital Advisors, LLC
DECREASED
Shares18,062 from 38,705
Change-20,643 (-53%)
Value$9.3M (+$3.5M)
Filed 2026-10-28
Sculati Wealth Management, LLC
DECREASED
Shares18,059 from 18,191
Change-132 (-1%)
Value$9.8M (+$2.6M)
Filed 2026-10-19
United Community Bank
INCREASED
Shares18,020 from 17,525
Change+495 (+3%)
Value$9.2M (+$2.7M)
Filed 2026-10-28
Falcon Wealth Planning
INCREASED
Shares18,016 from 16,025
Change+1,991 (+12%)
Value$9.2M (+$3.3M)
Filed 2026-11-06
Greystone Financial Group, LLC
DECREASED
Shares18,006 from 18,050
Change-44 (0%)
Value$9.2M (+$2.5M)
Filed 2026-10-26
Gratus Wealth Advisors, LLC
INCREASED
Shares17,996 from 16,172
Change+1,824 (+11%)
Value$9.2M (+$3.2M)
Filed 2026-10-26
Abacus Wealth Partners, LLC
DECREASED
Shares17,995 from 19,735
Change-1,740 (-9%)
Value$9.2M (+$1.9M)
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares17,983 from 17,790
Change+193 (+1%)
Value$9.2M (+$2.6M)
Filed 2026-10-19
Goldenstone Wealth Management LLC
INCREASED
Shares17,977 from 17,856
Change+121 (+1%)
Value$9.2M (+$2.6M)
Filed 2026-11-04
Hudson Canyon Capital Management
DECREASED
Shares17,935 from 19,022
Change-1,087 (-6%)
Value$9.2M (+$2.1M)
Filed 2026-11-04
Colton Groome Financial Advisors, LLC
DECREASED
Shares17,894 from 17,896
Change-2 (0%)
Value$9.2M (+$2.5M)
Filed 2026-10-06
Bank of Stockton
DECREASED
Shares17,891 from 18,700
Change-809 (-4%)
Value$9.2M (+$2.2M)
Filed 2026-10-20
Adams Asset Advisors, LLC
UNCHANGED
Shares17,877 from 17,877
Change0 (0%)
Value$9.2M (+$2.5M)
Filed 2026-10-08
Adelphi Trust Co
DECREASED
Shares17,863 from 18,991
Change-1,128 (-6%)
Value$9.2M (+$2.1M)
Filed 2026-10-05
Probity Advisors, Inc.
DECREASED
Shares17,848 from 18,095
Change-247 (-1%)
Value$9.2M (+$2.4M)
Filed 2026-10-23
Guinness Atkinson Asset Management Inc
DECREASED
Shares17,832 from 18,051
Change-219 (-1%)
Value$9.1M (+$2.4M)
Filed 2026-11-05
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares17,822 from 17,986
Change-164 (-1%)
Value$9.1M (+$2.4M)
Filed 2026-10-06
WealthPLAN Partners, LLC
INCREASED
Shares17,821 from 15,340
Change+2,481 (+16%)
Value$9.1M (+$3.4M)
Filed 2026-10-15
Evolution Wealth Advisors, LLC
INCREASED
Shares17,821 from 16,012
Change+1,809 (+11%)
Value$9.1M (+$3.2M)
Filed 2026-11-03
Parkside Investments, LLC
DECREASED
Shares17,809 from 18,909
Change-1,100 (-6%)
Value$9.1M (+$2.1M)
Filed 2026-10-20
Bridgelight Financial Advisors, Inc.
INCREASED
Shares17,809 from 17,609
Change+200 (+1%)
Value$9.1M (+$2.6M)
Filed 2026-10-20
Flavin Financial Services, Inc.
DECREASED
Shares17,774 from 17,912
Change-138 (-1%)
Value$9.1M (+$2.4M)
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
INCREASED
Shares17,744 from 17,171
Change+573 (+3%)
Value$9.1M (+$2.7M)
Filed 2026-10-16
Miramontes Capital, LLC
INCREASED
Shares17,717 from 17,358
Change+359 (+2%)
Value$9.1M (+$2.6M)
Filed 2026-10-19
Northcape Wealth Management, LLC
DECREASED
Shares17,716 from 17,981
Change-265 (-1%)
Value$9.1M (+$2.4M)
Filed 2026-11-04
City State Bank
INCREASED
Shares17,645 from 17,362
Change+283 (+2%)
Value$9.1M (+$2.6M)
Filed 2026-10-20
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares17,639 from 17,639
Change0 (0%)
Value$9.0K (+$2.5K)
Filed 2026-10-08
Yankcom Partnership
DECREASED
Shares17,624 from 18,205
Change-581 (-3%)
Value$9.0M (+$2.2M)
Filed 2026-10-15
Leo Wealth, LLC
NEW
Shares17,619
Change+17,619
Value$9.0M
Filed 2026-10-26
Able Financial Group, LLC
INCREASED
Shares17,591 from 16,564
Change+1,027 (+6%)
Value$9.0M (+$2.8M)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
DECREASED
Shares17,553 from 21,278
Change-3,725 (-18%)
Value$9.0M (+$1.1M)
Filed 2026-10-21
Eagle Wealth Advisors LLC
DECREASED
Shares17,541 from 17,765
Change-224 (-1%)
Value$9.0M (+$2.4M)
Filed 2026-10-20
Lazari Capital Management, Inc.
DECREASED
Shares17,515 from 17,957
Change-442 (-2%)
Value$9.0M (+$2.3M)
Filed 2026-10-20
Wellington Grp LLC
INCREASED
Shares17,504 from 14,973
Change+2,531 (+17%)
Value$9.0M (+$3.4M)
Filed 2026-11-06
Mechanics Financial Corp
INCREASED
Shares17,497 from 17,257
Change+240 (+1%)
Value$9.0M (+$2.5M)
Filed 2026-11-05
Freedom Day Solutions, LLC
INCREASED
Shares17,475 from 17,025
Change+450 (+3%)
Value$9.0M (+$2.6M)
Filed 2026-10-20
Northbridge Financial Group, LLC
INCREASED
Shares17,448 from 16,943
Change+505 (+3%)
Value$9.2M (+$2.9M)
Filed 2026-11-05
Congress Park Capital LLC
INCREASED
Shares17,413 from 17,259
Change+154 (+1%)
Value$8.9M (+$2.5M)
Filed 2026-10-13
Slow Capital, Inc.
DECREASED
Shares17,410 from 17,878
Change-468 (-3%)
Value$8.9M (+$2.3M)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
INCREASED
Shares17,404 from 16,683
Change+721 (+4%)
Value$8.9M (+$2.7M)
Filed 2026-10-19
Grant Private Wealth Management Inc
DECREASED
Shares17,395 from 18,075
Change-680 (-4%)
Value$8.9M (+$2.2M)
Filed 2026-10-19
McBroom & Associates, LLC
DECREASED
Shares17,394 from 17,526
Change-132 (-1%)
Value$8.9M (+$2.4M)
Filed 2026-10-29
Bernicke Wealth Management, Ltd.
INCREASED
Shares17,374 from 17,096
Change+278 (+2%)
Value$8.9M (+$2.5M)
Filed 2026-11-06
Corundum Group, Inc.
INCREASED
Shares17,371 from 12,510
Change+4,861 (+39%)
Value$8.9M (+$4.2M)
Filed 2026-10-28
Shaker Investments LLC
INCREASED
Shares17,345 from 12,627
Change+4,718 (+37%)
Value$8.9M (+$4.2M)
Filed 2026-11-05
Beaumont Asset Management, L.L.C.
INCREASED
Shares17,341 from 16,722
Change+619 (+4%)
Value$8.9M (+$2.7M)
Filed 2026-10-16
Columbus Macro, LLC
INCREASED
Shares17,337 from 17,245
Change+92 (+1%)
Value$8.9M (+$2.5M)
Filed 2026-10-14
OceanIQ Capital, LLC
INCREASED
Shares17,329 from 17,018
Change+311 (+2%)
Value$9.4M (+$843.6K)
Filed 2026-10-19
Carl P. Sherr & Co., LLC
DECREASED
Shares17,325 from 17,644
Change-319 (-2%)
Value$8.9M (+$2.3M)
Filed 2026-11-06
Poehling Capital Management, Inc.
DECREASED
Shares17,316 from 17,480
Change-164 (-1%)
Value$8.9M (+$2.4M)
Filed 2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED
Shares17,302 from 17,201
Change+101 (+1%)
Value$8.9M (+$2.5M)
Filed 2026-10-19
Golden Reserve Retirement LLC
INCREASED
Shares17,296 from 14,176
Change+3,120 (+22%)
Value$8.9M (+$3.6M)
Filed 2026-11-02
Kentucky Trust Co
DECREASED
Shares17,249 from 18,257
Change-1,008 (-6%)
Value$8.8M (+$2.0M)
Filed 2026-10-15
ICW Investment Advisors LLC
DECREASED
Shares17,207 from 17,429
Change-222 (-1%)
Value$8.8M (+$2.3M)
Filed 2026-10-27
Pekin Hardy Strauss, Inc.
DECREASED
Shares17,206 from 17,485
Change-279 (-2%)
Value$8.8M (+$2.3M)
Filed 2026-11-02
Worth Financial Advisory Group, LLC
INCREASED
Shares17,182 from 16,737
Change+445 (+3%)
Value$8.8M (+$2.6M)
Filed 2026-10-19
Stolper Co
INCREASED
Shares17,158 from 17,093
Change+65 (+0%)
Value$8.8K (+$2.4K)
Filed 2026-10-13
Marion Wealth Management
INCREASED
Shares17,155 from 16,999
Change+156 (+1%)
Value$8.8M (+$2.5M)
Filed 2026-10-22
General Partner, Inc.
DECREASED
Shares17,151 from 18,351
Change-1,200 (-7%)
Value$8.8M (+$2.0M)
Filed 2026-10-05
May Hill Capital, LLC
INCREASED
Shares17,144 from 15,730
Change+1,414 (+9%)
Value$8.8M (+$2.9M)
Filed 2026-11-03
Boothe Investment Group, Inc.
INCREASED
Shares17,138 from 15,837
Change+1,301 (+8%)
Value$8.8M (+$2.9M)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares17,108 from 16,579
Change+529 (+3%)
Value$8.8K (+$2.6K)
Filed 2026-10-27
First Financial Group Corp
DECREASED
Shares17,108 from 17,322
Change-214 (-1%)
Value$8.8M (+$2.3M)
Filed 2026-10-22
Correct Capital Wealth Management
DECREASED
Shares17,108 from 17,311
Change-203 (-1%)
Value$8.8M (+$2.3M)
Filed 2026-11-02
Meridian Management Co
INCREASED
Shares17,104 from 16,106
Change+998 (+6%)
Value$8.8M (+$2.8M)
Filed 2026-11-06
Evermay Wealth Management LLC
INCREASED
Shares17,087 from 16,981
Change+106 (+1%)
Value$8.8M (+$2.4M)
Filed 2026-11-05
Mraz, Amerine & Associates, Inc.
DECREASED
Shares17,086 from 17,616
Change-530 (-3%)
Value$8.8M (+$2.2M)
Filed 2026-10-30
Pflug Koory, LLC
INCREASED
Shares17,073 from 16,958
Change+115 (+1%)
Value$8.8M (+$2.4M)
Filed 2026-10-26
Eley Financial Management, Inc
INCREASED
Shares17,025 from 16,936
Change+89 (+1%)
Value$8.7M (+$2.4M)
Filed 2026-11-03
Altman Advisors, Inc.
DECREASED
Shares17,023 from 17,153
Change-130 (-1%)
Value$8.7M (+$2.3M)
Filed 2026-11-05
Opinicus Capital, Inc.
DECREASED
Shares17,001 from 17,420
Change-419 (-2%)
Value$8.7M (+$2.2M)
Filed 2026-10-28
Shayne & Jacobs, LLC
DECREASED
Shares16,993 from 17,405
Change-412 (-2%)
Value$8.7M (+$2.2M)
Filed 2026-10-21
Iams Wealth Management, LLC
DECREASED
Shares16,943 from 17,031
Change-88 (-1%)
Value$8.7M (+$2.3M)
Filed 2026-10-15
S.A. Mason LLC
INCREASED
Shares16,933 from 16,895
Change+38 (+0%)
Value$8.7M (+$2.4M)
Filed 2026-10-13
Sunpointe, LLC
INCREASED
Shares16,906 from 15,565
Change+1,341 (+9%)
Value$8.7M (+$2.9M)
Filed 2026-10-22
Oak Asset Management, LLC
DECREASED
Shares16,892 from 17,130
Change-238 (-1%)
Value$8.7M (+$2.3M)
Filed 2026-10-13
BridgePort Financial Solutions, LLC
INCREASED
Shares16,844 from 14,812
Change+2,032 (+14%)
Value$8.6M (+$3.1M)
Filed 2026-11-02
R2 Capital Strategies, LLC
INCREASED
Shares16,809 from 16,626
Change+183 (+1%)
Value$8.6M (+$2.4M)
Filed 2026-10-15
Wilkins Investment Counsel Inc
INCREASED
Shares16,790 from 16,360
Change+430 (+3%)
Value$8.6M (+$2.5M)
Filed 2026-11-03
Old Mission Investment Co LLC
DECREASED
Shares16,774 from 17,424
Change-650 (-4%)
Value$8.6M (+$2.1M)
Filed 2026-10-22
Warm Springs Advisors Inc.
INCREASED
Shares16,746 from 16,743
Change+3 (+0%)
Value$8.6M (+$2.3M)
Filed 2026-10-28
Keeler Thomas Management LLC
DECREASED
Shares16,720 from 16,794
Change-74 (0%)
Value$8.6M (+$2.3M)
Filed 2026-10-29
Rose Capital Advisors LLC
INCREASED
Shares16,711 from 9,253
Change+7,458 (+81%)
Value$8.6M (+$5.1M)
Filed 2026-11-04
Drystone LLC
INCREASED
Shares16,647 from 16,602
Change+45 (+0%)
Value$8.5M (+$2.3M)
Filed 2026-10-30
Signet Investment Advisory Group, Inc.
INCREASED
Shares16,635 from 16,470
Change+165 (+1%)
Value$8.5M (+$2.4M)
Filed 2026-10-30
HF Advisory Group, LLC
DECREASED
Shares16,633 from 17,237
Change-604 (-3%)
Value$8.5M (+$2.1M)
Filed 2026-10-09
Foster Group, Inc.
INCREASED
Shares16,615 from 15,379
Change+1,236 (+8%)
Value$8.5M (+$2.8M)
Filed 2026-10-13
Darden Wealth Group Inc
DECREASED
Shares16,556 from 16,925
Change-369 (-2%)
Value$8.5M (+$2.2M)
Filed 2026-11-06
Hudson Edge Investment Partners Inc.
NEW
Shares16,531
Change+16,531
Value$8.5M
Filed 2026-10-28
Vann Equity Management LLC
DECREASED
Shares16,478 from 17,747
Change-1,269 (-7%)
Value$8.5M (+$1.8M)
Filed 2026-10-08
Andrew Hill Investment Advisors, Inc.
INCREASED
Shares16,458 from 7,515
Change+8,943 (+119%)
Value$8.4M (+$5.6M)
Filed 2026-10-22
Paragon Private Wealth Management, LLC
DECREASED
Shares16,444 from 35,511
Change-19,067 (-54%)
Value$8.4M (-$4.8M)
Filed 2026-10-20
Avantra Family Wealth, Inc.
INCREASED
Shares16,443 from 11,753
Change+4,690 (+40%)
Value$8.4M (+$4.0M)
Filed 2026-10-20
First Financial Corp
DECREASED
Shares16,394 from 16,710
Change-316 (-2%)
Value$8.4M (+$2.2M)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares16,387 from 17,184
Change-797 (-5%)
Value$8.4M (+$2.0M)
Filed 2026-10-15
Spectrum Strategic Capital Management, LLC
DECREASED
Shares16,380 from 17,182
Change-802 (-5%)
Value$8.4M (+$2.0M)
Filed 2026-10-22
Boomfish Wealth Group, LLC
DECREASED
Shares16,371 from 16,514
Change-143 (-1%)
Value$8.4M (+$2.2M)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares16,356 from 15,262
Change+1,094 (+7%)
Value$8.4M (+$2.7M)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares16,345 from 15,805
Change+540 (+3%)
Value$8.4M (+$2.5M)
Filed 2026-11-04
Greg Jennings, LLC
NEW
Shares16,308
Change+16,308
Value$8.4M
Filed 2026-10-19
McKinney Capital Management, LLC
DECREASED
Shares16,300 from 19,266
Change-2,966 (-15%)
Value$8.4M (+$1.2M)
Filed 2026-11-06
Aspire Private Capital, LLC
INCREASED
Shares16,282 from 14,932
Change+1,350 (+9%)
Value$8.4M (+$2.8M)
Filed 2026-11-05
GenTrust, LLC
INCREASED
Shares16,281 from 15,314
Change+967 (+6%)
Value$8.4M (+$2.6M)
Filed 2026-11-06
Beacon Financial Advisory LLC
INCREASED
Shares16,279 from 15,344
Change+935 (+6%)
Value$8.3M (+$2.6M)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares16,272 from 15,527
Change+745 (+5%)
Value$8.3M (+$2.6M)
Filed 2026-10-08
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares16,258 from 16,535
Change-277 (-2%)
Value$8.3M (+$2.2M)
Filed 2026-10-16
Collaborative Fund Advisors, LLC
INCREASED
Shares16,223 from 12,008
Change+4,215 (+35%)
Value$8.3M (+$3.8M)
Filed 2026-11-02
Weaver Consulting Group
INCREASED
Shares16,217 from 15,979
Change+238 (+1%)
Value$8.3M (+$2.4M)
Filed 2026-10-07
Finward Bancorp
DECREASED
Shares16,198 from 16,834
Change-636 (-4%)
Value$8.3M (+$2.0M)
Filed 2026-10-14
AlpenGlobal Capital LLC
INCREASED
Shares16,195 from 16,155
Change+40 (+0%)
Value$8.3M (+$2.3M)
Filed 2026-11-06
Union Savings Bank
INCREASED
Shares16,184 from 16,107
Change+77 (+0%)
Value$8.3M (+$2.3M)
Filed 2026-10-14
Wealth Effects LLC
DECREASED
Shares16,179 from 17,183
Change-1,004 (-6%)
Value$8.3M (+$1.9M)
Filed 2026-10-23
Summit Financial Wealth Advisors, LLC
INCREASED
Shares16,179 from 15,528
Change+651 (+4%)
Value$8.3M (+$2.5M)
Filed 2026-10-15
Atticus Wealth Management, LLC
INCREASED
Shares16,171 from 14,907
Change+1,264 (+8%)
Value$8.3M (+$2.7M)
Filed 2026-10-20
W Advisors, LLC
INCREASED
Shares16,154 from 16,081
Change+73 (+0%)
Value$8.3M (+$2.3M)
Filed 2026-11-02
Traphagen Investment Advisors LLC
INCREASED
Shares16,041 from 15,594
Change+447 (+3%)
Value$8.2M (+$2.4M)
Filed 2026-10-14
Semus Wealth Partners LLC
DECREASED
Shares16,039 from 16,666
Change-627 (-4%)
Value$8.2M (+$2.0M)
Filed 2026-10-22
Woodard & Co Asset Management Group Inc
DECREASED
Shares15,968 from 16,215
Change-247 (-2%)
Value$8.2M (+$2.1M)
Filed 2026-11-03
Jones Kertz & Associates, Inc.
UNCHANGED
Shares15,967 from 15,967
Change0 (0%)
Value$8.2M (+$2.2M)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares15,948 from 20,595
Change-4,647 (-23%)
Value$8.2M (+$1.8M)
Filed 2026-10-20
GFG Capital, LLC
DECREASED
Shares15,945 from 16,848
Change-903 (-5%)
Value$8.2M (+$1.9M)
Filed 2026-10-16
Bluesphere Advisors LLC
INCREASED
Shares15,941 from 15,610
Change+331 (+2%)
Value$8.2M (+$2.4M)
Filed 2026-10-19
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares15,903 from 20,148
Change-4,245 (-21%)
Value$8.2M (+$641.0K)
Filed 2026-11-06
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares15,901 from 15,818
Change+83 (+1%)
Value$8.2M (+$2.3M)
Filed 2026-10-08
StoneRidge PMG Advisors, LLC
NEW
Shares15,877
Change+15,877
Value$8.1K
Filed 2026-11-04
Bank & Trust Co
DECREASED
Shares15,875 from 16,046
Change-171 (-1%)
Value$8.1M (+$2.2M)
Filed 2026-10-07
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares15,843 from 16,315
Change-472 (-3%)
Value$8.1M (+$2.0M)
Filed 2026-10-13
Essex LLC
INCREASED
Shares15,830 from 15,283
Change+547 (+4%)
Value$8.1M (+$2.4M)
Filed 2026-10-14
TFC Financial Management, Inc.
INCREASED
Shares15,817 from 15,703
Change+114 (+1%)
Value$8.1M (+$2.3M)
Filed 2026-10-26
Legal Advantage Investments, Inc.
DECREASED
Shares15,807 from 17,207
Change-1,400 (-8%)
Value$8.1M (+$1.7M)
Filed 2026-10-13
JSF Financial, LLC
INCREASED
Shares15,803 from 15,472
Change+331 (+2%)
Value$8.1M (+$2.3M)
Filed 2026-10-22
C2c Wealth Management, LLC
UNCHANGED
Shares15,788 from 15,788
Change0 (0%)
Value$8.1M (+$2.2M)
Filed 2026-10-20
InvesTrust
DECREASED
Shares15,770 from 18,109
Change-2,339 (-13%)
Value$8.1M (+$1.3M)
Filed 2026-10-14
Variant Private Wealth, LLC
INCREASED
Shares15,757 from 15,389
Change+368 (+2%)
Value$8.1M (+$2.3M)
Filed 2026-10-21
Core Wealth Partners LLC
DECREASED
Shares15,733 from 15,768
Change-35 (0%)
Value$8.1M (+$2.2M)
Filed 2026-11-02
Summit Place Financial Advisors, LLC
DECREASED
Shares15,719 from 16,800
Change-1,081 (-6%)
Value$8.1M (+$1.8M)
Filed 2026-10-23
Silphium Asset Management Ltd
INCREASED
Shares15,710 from 14,955
Change+755 (+5%)
Value$8.1M (+$2.5M)
Filed 2026-10-27
Graphene Investments SAS
DECREASED
Shares15,700 from 18,800
Change-3,100 (-16%)
Value$8.1M (+$1.0M)
Filed 2026-10-22
Dilation Capital Management LP
NEW
Shares15,685
Change+15,685
Value$8.0M
Filed 2026-10-13
Saybrook Capital
DECREASED
Shares15,660 from 15,670
Change-10 (0%)
Value$8.0M (+$2.2M)
Filed 2026-10-27
Jacobsen Capital Management
INCREASED
Shares15,617 from 15,561
Change+56 (+0%)
Value$8.0M (+$2.2M)
Filed 2026-10-27
Manske Wealth Management
DECREASED
Shares15,530 from 16,101
Change-571 (-4%)
Value$8.0M (+$2.0M)
Filed 2026-10-26
Eagle Strategies LLC
DECREASED
Shares15,515 from 15,752
Change-237 (-1%)
Value$8.0M (+$2.1M)
Filed 2026-10-16
Affinity Capital Advisors, LLC
INCREASED
Shares15,513 from 14,462
Change+1,051 (+7%)
Value$8.3M (+$2.7M)
Filed 2026-10-13
SC&H Financial Advisors, Inc.
DECREASED
Shares15,498 from 15,538
Change-40 (0%)
Value$7.9M (+$2.2M)
Filed 2026-10-14
Legacy CG, LLC
DECREASED
Shares15,491 from 17,172
Change-1,681 (-10%)
Value$7.9M (+$1.5M)
Filed 2026-10-30
ROI Financial Advisors, LLC
DECREASED
Shares15,486 from 15,764
Change-278 (-2%)
Value$7.9M (+$2.1M)
Filed 2026-10-19
RED Lighthouse Investment Management, LLC
INCREASED
Shares15,485 from 15,420
Change+65 (+0%)
Value$7.9M (+$2.2M)
Filed 2026-11-02
Hager Investment Management Services, LLC
DECREASED
Shares15,472 from 17,677
Change-2,205 (-12%)
Value$7.9M (+$1.3M)
Filed 2026-11-04
Cornerstone Planning, LLC
INCREASED
Shares15,471 from 15,405
Change+66 (+0%)
Value$6.4M (+$605.6K)
Filed 2026-10-27
Purus Wealth Management, LLC
INCREASED
Shares15,466 from 15,273
Change+193 (+1%)
Value$7.9M (+$2.2M)
Filed 2026-10-15
Dagco, Inc.
INCREASED
Shares15,452 from 15,361
Change+91 (+1%)
Value$7.9M (+$2.2M)
Filed 2026-10-20
Certified Advisory Corp
DECREASED
Shares15,450 from 15,580
Change-130 (-1%)
Value$7.9M (+$2.1M)
Filed 2026-10-29
Next Level Private LLC
INCREASED
Shares15,445 from 13,454
Change+1,991 (+15%)
Value$7.9M (+$2.9M)
Filed 2026-10-20
Home Federal Bank of Tennessee
DECREASED
Shares15,439 from 15,557
Change-118 (-1%)
Value$7.9M (+$2.1M)
Filed 2026-10-15
Ullmann Wealth Partners Group, LLC
INCREASED
Shares15,421 from 13,662
Change+1,759 (+13%)
Value$7.9M (+$2.8M)
Filed 2026-11-02
Sage Rhino Capital LLC
DECREASED
Shares15,409 from 15,414
Change-5 (0%)
Value$7.9M (+$2.2M)
Filed 2026-10-28
PW Nova Financial Services LLC
DECREASED
Shares15,408 from 16,664
Change-1,256 (-8%)
Value$7.9M (+$1.7M)
Filed 2026-10-15
Strong Retirement Solutions LLC
DECREASED
Shares15,405 from 19,959
Change-4,554 (-23%)
Value$7.9M (+$456.1K)
Filed 2026-10-07
Vertrix Wealth Management, LLC
DECREASED
Shares15,400 from 15,873
Change-473 (-3%)
Value$7.9M (+$2.0M)
Filed 2026-10-13
Novem Group
DECREASED
Shares15,392 from 17,333
Change-1,941 (-11%)
Value$7.9M (+$1.4M)
Filed 2026-10-19
American State Bank (Iowa)
INCREASED
Shares15,377 from 15,196
Change+181 (+1%)
Value$7.9M (+$2.2M)
Filed 2026-11-03
TSG Advice Partners, LLC
NEW
Shares15,358
Change+15,358
Value$5.7M
Filed 2026-10-29
Ebert Capital Management Inc.
DECREASED
Shares15,308 from 15,425
Change-117 (-1%)
Value$7.9M (+$2.1M)
Filed 2026-10-08
CFS Investment Advisory Services, LLC
INCREASED
Shares15,289 from 14,685
Change+604 (+4%)
Value$8.1M (+$2.4M)
Filed 2026-10-19
Elco Management Co., LLC
INCREASED
Shares15,274 from 15,003
Change+271 (+2%)
Value$7.8M (+$2.2M)
Filed 2026-10-14
Ridgecrest Wealth Partners, LLC
INCREASED
Shares15,230 from 15,127
Change+103 (+1%)
Value$7.8M (+$2.2M)
Filed 2026-10-19
Riversedge Advisors, LLC
INCREASED
Shares15,142 from 12,697
Change+2,445 (+19%)
Value$7.8M (+$3.0M)
Filed 2026-10-09
waypoint wealth counsel
INCREASED
Shares15,132 from 14,395
Change+737 (+5%)
Value$7.8M (+$2.4M)
Filed 2026-10-22
Brown University
NEW
Shares15,122
Change+15,122
Value$7.8M
Filed 2026-11-05
Kercheville Advisors, LLC
INCREASED
Shares15,119 from 12,294
Change+2,825 (+23%)
Value$7.8M (+$3.2M)
Filed 2026-10-19
WT Wealth Management
DECREASED
Shares15,091 from 15,582
Change-491 (-3%)
Value$7.7M (+$1.9M)
Filed 2026-10-13
Paradigm Asset Management Co LLC
DECREASED
Shares15,050 from 16,050
Change-1,000 (-6%)
Value$7.7M (+$1.7M)
Filed 2026-11-05
Integris Wealth Management, LLC
INCREASED
Shares15,017 from 14,232
Change+785 (+6%)
Value$7.7M (+$2.4M)
Filed 2026-10-14
Juno Financial Group LLC
INCREASED
Shares15,009 from 14,775
Change+234 (+2%)
Value$7.7M (+$2.2M)
Filed 2026-10-27
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares14,969 from 14,770
Change+199 (+1%)
Value$7.7M (+$2.2M)
Filed 2026-10-14
Clarus Group, Inc.
DECREASED
Shares14,936 from 15,125
Change-189 (-1%)
Value$7.7M (+$2.0M)
Filed 2026-10-21
G&S Capital LLC
DECREASED
Shares14,934 from 15,319
Change-385 (-3%)
Value$7.7M (+$1.9M)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares14,916 from 5,645
Change+9,271 (+164%)
Value$7.9M (+$5.8M)
Filed 2026-10-20
MFA Wealth Advisors, LLC
DECREASED
Shares14,905 from 15,300
Change-395 (-3%)
Value$7.6M (+$1.9M)
Filed 2026-10-07
Capital Advantage, Inc.
INCREASED
Shares14,871 from 14,843
Change+28 (+0%)
Value$7.6M (+$2.1M)
Filed 2026-10-14
Barr E S & Co
INCREASED
Shares14,869 from 14,144
Change+725 (+5%)
Value$7.6M (+$2.4M)
Filed 2026-11-06
Guardian Asset Advisors, LLC
DECREASED
Shares14,856 from 15,019
Change-163 (-1%)
Value$7.6M (+$2.0M)
Filed 2026-10-16
Rahlfs Capital, LLC
INCREASED
Shares14,812 from 13,765
Change+1,047 (+8%)
Value$7.6M (+$2.5M)
Filed 2026-10-23
Investors Asset Management of Georgia Inc
DECREASED
Shares14,775 from 14,800
Change-25 (0%)
Value$7.6M (+$2.1M)
Filed 2026-10-20
Citadel Investment Advisory, Inc.
INCREASED
Shares14,774 from 14,568
Change+206 (+1%)
Value$7.6M (+$2.1M)
Filed 2026-10-15
Gemmer Asset Management LLC
INCREASED
Shares14,772 from 14,514
Change+258 (+2%)
Value$7.6M (+$2.2M)
Filed 2026-10-16
Brian LOW Financial Group, LLC
DECREASED
Shares14,746 from 16,881
Change-2,135 (-13%)
Value$7.6M (+$1.3M)
Filed 2026-10-28
AGP Franklin, LLC
DECREASED
Shares14,741 from 14,970
Change-229 (-2%)
Value$7.6M (+$2.0M)
Filed 2026-11-04
First United Bank & Trust
DECREASED
Shares14,713 from 15,015
Change-302 (-2%)
Value$7.5M (+$1.9M)
Filed 2026-10-22
Lewis Asset Management, LLC
DECREASED
Shares14,712 from 14,864
Change-152 (-1%)
Value$7.5M (+$2.0M)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
INCREASED
Shares14,710 from 14,689
Change+21 (+0%)
Value$7.5M (+$2.1M)
Filed 2026-11-03
Steele Capital Management, Inc.
DECREASED
Shares14,699 from 14,721
Change-22 (0%)
Value$7.5M (+$2.0M)
Filed 2026-11-02
MW Advisory, LLC
DECREASED
Shares14,665 from 21,088
Change-6,423 (-30%)
Value$7.5M (-$344.3K)
Filed 2026-10-19
PCA Investment Advisory Services Inc.
INCREASED
Shares14,648 from 14,267
Change+381 (+3%)
Value$7.5M (+$2.2M)
Filed 2026-10-13
Werlinich Asset Management, LLC
INCREASED
Shares14,635 from 14,630
Change+5 (+0%)
Value$7.5M (+$2.0M)
Filed 2026-10-09
Values Added Financial LLC
INCREASED
Shares14,613 from 14,431
Change+182 (+1%)
Value$7.5M (+$2.1M)
Filed 2026-10-28
Insight Advisors, LLC/ PA
DECREASED
Shares14,593 from 15,706
Change-1,113 (-7%)
Value$7.5M (+$1.6M)
Filed 2026-10-22
William Allan Corp
INCREASED
Shares14,574 from 14,571
Change+3 (+0%)
Value$7.5M (+$2.0M)
Filed 2026-10-14
Investment Research Partners LLC
INCREASED
Shares14,503 from 14,078
Change+425 (+3%)
Value$7.4M (+$2.2M)
Filed 2026-10-19
SkyOak Wealth, LLC
DECREASED
Shares14,482 from 14,876
Change-394 (-3%)
Value$7.4M (+$1.9M)
Filed 2026-10-28
Pathway Financial Advisers, LLC
INCREASED
Shares14,480 from 13,512
Change+968 (+7%)
Value$7.4M (+$2.4M)
Filed 2026-10-27
Essex Investment Management Co LLC
DECREASED
Shares14,469 from 15,714
Change-1,245 (-8%)
Value$7.4M (+$1.6M)
Filed 2026-10-19
Madden Securities Corp
DECREASED
Shares14,440 from 14,992
Change-552 (-4%)
Value$7.4M (+$1.8M)
Filed 2026-10-27
Lodestone Wealth Management LLC
INCREASED
Shares14,434 from 13,317
Change+1,117 (+8%)
Value$7.4M (+$2.4M)
Filed 2026-10-14
Crystal Rock Capital Management
UNCHANGED
Shares14,415 from 14,415
Change0 (0%)
Value$7.4M (+$2.0M)
Filed 2026-10-28
StoneCrest Wealth Management, Inc.
DECREASED
Shares14,414 from 14,457
Change-43 (0%)
Value$7.4M (+$2.0M)
Filed 2026-11-03
Raub Brock Capital Management LP
DECREASED
Shares14,409 from 27,958
Change-13,549 (-48%)
Value$7.4M (-$3.0M)
Filed 2026-10-21
Oak Grove Capital LLC
INCREASED
Shares14,406 from 12,689
Change+1,717 (+14%)
Value$7.4M (+$2.7M)
Filed 2026-10-09
Kennebec Savings Bank
INCREASED
Shares14,373 from 14,226
Change+147 (+1%)
Value$7.4M (+$2.1M)
Filed 2026-10-22
WD Rutherford LLC
DECREASED
Shares14,346 from 15,230
Change-884 (-6%)
Value$7.4M (+$1.7M)
Filed 2026-10-26
Altus Wealth Group LLC
DECREASED
Shares14,345 from 15,321
Change-976 (-6%)
Value$7.4M (+$1.6M)
Filed 2026-10-20
Matisse Capital
INCREASED
Shares14,340 from 13,588
Change+752 (+6%)
Value$7.4M (+$2.3M)
Filed 2026-10-29
Compass Ion Advisors, LLC
INCREASED
Shares14,331 from 13,264
Change+1,067 (+8%)
Value$7.4M (+$2.4M)
Filed 2026-10-23
Invera Wealth Advisors, LLC
INCREASED
Shares14,321 from 13,984
Change+337 (+2%)
Value$7.3M (+$2.1M)
Filed 2026-10-28
SLT Holdings LLC
INCREASED
Shares14,313 from 11,783
Change+2,530 (+21%)
Value$7.3M (+$2.9M)
Filed 2026-10-15
Robbins Farley
DECREASED
Shares14,307 from 17,127
Change-2,820 (-16%)
Value$7.3M (+$949.3K)
Filed 2026-10-21
55 North Private Wealth, LLC
INCREASED
Shares14,307 from 12,379
Change+1,928 (+16%)
Value$7.3M (+$2.7M)
Filed 2026-10-20
Harvey Investment Co LLC
DECREASED
Shares14,285 from 14,480
Change-195 (-1%)
Value$7.3K (-$5.4M)
Filed 2026-10-20
Trueblood Wealth Management, LLC
DECREASED
Shares14,271 from 14,875
Change-604 (-4%)
Value$7.3M (+$1.8M)
Filed 2026-10-23
Sweeney & Michel, LLC
DECREASED
Shares14,233 from 15,027
Change-794 (-5%)
Value$7.3M (-$213.6K)
Filed 2026-10-16
Precedent Wealth Partners, LLC
INCREASED
Shares14,230 from 13,221
Change+1,009 (+8%)
Value$7.3M (+$2.4M)
Filed 2026-10-21
NBH Bank
INCREASED
Shares14,216 from 14,087
Change+129 (+1%)
Value$7.3M (+$2.0M)
Filed 2026-11-05
Bond & Devick Financial Network, Inc.
DECREASED
Shares14,208 from 14,282
Change-74 (-1%)
Value$7.3M (+$2.0M)
Filed 2026-10-23
Crusonia Wealth Advisors LLC
INCREASED
Shares14,186 from 13,618
Change+568 (+4%)
Value$7.3M (+$2.2M)
Filed 2026-10-26
Clean Yield Group
UNCHANGED
Shares14,173 from 14,173
Change0 (0%)
Value$7.3M (+$2.0M)
Filed 2026-10-28
Traveka Wealth, LLC
INCREASED
Shares14,169 from 12,653
Change+1,516 (+12%)
Value$7.3M (+$2.5M)
Filed 2026-10-19
EdgeRock Capital LLC
INCREASED
Shares14,164 from 13,406
Change+758 (+6%)
Value$7.3M (+$2.3M)
Filed 2026-11-03
Rockport Wealth LLC
INCREASED
Shares14,161 from 14,149
Change+12 (+0%)
Value$7.3M (+$2.0M)
Filed 2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares14,157 from 14,298
Change-141 (-1%)
Value$7.3M (+$1.9M)
Filed 2026-10-29
Lee Financial Co
INCREASED
Shares14,150 from 13,998
Change+152 (+1%)
Value$7.3M (+$2.0M)
Filed 2026-10-16
Orrstown Financial Services Inc
DECREASED
Shares14,149 from 14,216
Change-67 (0%)
Value$7.3M (+$2.0M)
Filed 2026-10-14
Sitrin Capital Management LLC
DECREASED
Shares14,145 from 14,424
Change-279 (-2%)
Value$7.3M (+$1.9M)
Filed 2026-10-19
New England Research & Management, Inc.
DECREASED
Shares14,134 from 15,927
Change-1,793 (-11%)
Value$7.2M (+$1.3M)
Filed 2026-10-16
Roxbury Financial LLC
INCREASED
Shares14,121 from 14,002
Change+119 (+1%)
Value$7.2M (+$2.0M)
Filed 2026-10-01
Shoker Investment Counsel, Inc.
DECREASED
Shares14,118 from 14,512
Change-394 (-3%)
Value$7.2M (+$1.8M)
Filed 2026-11-04
Global Assets Advisory, LLC
DECREASED
Shares14,096 from 14,395
Change-299 (-2%)
Value$7.4M (+$1.8M)
Filed 2026-10-28
Exane Asset Management
NEW
Shares14,064
Change+14,064
Value$8.2M
Filed 2026-10-22
Fruth Investment Management
DECREASED
Shares14,062 from 14,342
Change-280 (-2%)
Value$7.2K (+$1.9K)
Filed 2026-10-13
High Net Worth Advisory Group LLC
INCREASED
Shares14,051 from 13,851
Change+200 (+1%)
Value$7.2M (+$2.0M)
Filed 2026-10-26
Clay Northam Wealth Management, LLC
DECREASED
Shares14,036 from 14,203
Change-167 (-1%)
Value$7.2M (+$1.9M)
Filed 2026-10-13
Coston, McIsaac & Partners
INCREASED
Shares14,026 from 9,501
Change+4,525 (+48%)
Value$7.2M (+$3.7M)
Filed 2026-11-06
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED
Shares14,000 from 16,788
Change-2,788 (-17%)
Value$7.2M (+$545.3K)
Filed 2026-11-04
Bretton Capital Management, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$7.2M (+$2.0M)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares13,999 from 14,544
Change-545 (-4%)
Value$7.2K (-$5.4M)
Filed 2026-10-14
Artemis Wealth Advisors, LLC
INCREASED
Shares13,992 from 5,878
Change+8,114 (+138%)
Value$7.2M (+$5.0M)
Filed 2026-11-05
Finivi Inc.
INCREASED
Shares13,950 from 13,677
Change+273 (+2%)
Value$7.2M (+$2.1M)
Filed 2026-10-13
Reliant Investment Management, LLC
INCREASED
Shares13,948 from 2,933
Change+11,015 (+376%)
Value$7.2M (+$6.1M)
Filed 2026-10-14
Avalon Capital Management
INCREASED
Shares13,943 from 13,901
Change+42 (+0%)
Value$7.2M (+$2.0M)
Filed 2026-11-04
Butensky & Cohen Financial Security, Inc
DECREASED
Shares13,928 from 13,991
Change-63 (0%)
Value$7.1M (+$1.9M)
Filed 2026-10-13
Trust Co
DECREASED
Shares13,914 from 14,607
Change-693 (-5%)
Value$7.1M (+$1.7M)
Filed 2026-10-09
Montz Harcus Wealth Management LLC
INCREASED
Shares13,903 from 13,866
Change+37 (+0%)
Value$7.1M (+$2.0M)
Filed 2026-10-09
Realta Investment Advisors
DECREASED
Shares13,881 from 13,954
Change-73 (-1%)
Value$7.1M (+$1.9M)
Filed 2026-10-14
Sanders Morris Harris LLC
INCREASED
Shares13,874 from 4,888
Change+8,986 (+184%)
Value$7.1M (+$5.3M)
Filed 2026-10-14
Reik & Co., LLC
DECREASED
Shares13,863 from 14,213
Change-350 (-2%)
Value$7.1M (+$1.8M)
Filed 2026-10-27
Sustainable Insight Capital Management, LLC
DECREASED
Shares13,857 from 14,497
Change-640 (-4%)
Value$7.1M (+$1.7M)
Filed 2026-11-06
Montchanin Asset Management, LLC
INCREASED
Shares13,850 from 13,844
Change+6 (+0%)
Value$7.1K (-$5.2M)
Filed 2026-11-02
Investment Partners Asset Management, Inc.
DECREASED
Shares13,835 from 14,060
Change-225 (-2%)
Value$7.1M (+$1.9M)
Filed 2026-10-09
Wealth Analytics Partners, LLC
DECREASED
Shares13,825 from 13,843
Change-18 (0%)
Value$7.1M (+$1.8M)
Filed 2026-10-19
Register Financial Advisors LLC
INCREASED
Shares13,789 from 13,721
Change+68 (+1%)
Value$7.1M (+$2.0M)
Filed 2026-10-23
LifeSteps Financial, Inc.
DECREASED
Shares13,750 from 14,179
Change-429 (-3%)
Value$7.1M (+$1.8M)
Filed 2026-10-15
Matauro, LLC
INCREASED
Shares13,748 from 11,532
Change+2,216 (+19%)
Value$7.1M (+$2.7M)
Filed 2026-11-03
Vaquero Private Wealth, LTD
DECREASED
Shares13,742 from 14,106
Change-364 (-3%)
Value$7.0M (+$1.8M)
Filed 2026-10-27
Tilia Fiduciary Partners, Inc.
DECREASED
Shares13,742 from 13,794
Change-52 (0%)
Value$7.0M (+$1.9M)
Filed 2026-10-09
Terra Nova Asset Management LLC
INCREASED
Shares13,704 from 13,451
Change+253 (+2%)
Value$7.0M (+$2.0M)
Filed 2026-10-13
Wasatch Advisors LP
DECREASED
Shares13,701 from 15,027
Change-1,326 (-9%)
Value$7.0M (+$1.4M)
Filed 2026-10-13
Applied Capital LLC
DECREASED
Shares13,690 from 13,691
Change-1 (0%)
Value$7.0M (+$1.9M)
Filed 2026-10-07
Whelan Financial
INCREASED
Shares13,658 from 12,341
Change+1,317 (+11%)
Value$7.0M (+$2.4M)
Filed 2026-10-28
Kampmann Melissa S.
INCREASED
Shares13,655 from 13,457
Change+198 (+1%)
Value$7.0M (+$2.0M)
Filed 2026-10-28
Alpine Bank Wealth Management
DECREASED
Shares13,637 from 13,948
Change-311 (-2%)
Value$7.0M (+$1.8M)
Filed 2026-10-16
Jeppson Wealth Management, LLC
DECREASED
Shares13,613 from 13,958
Change-345 (-2%)
Value$7.0M (+$1.8M)
Filed 2026-10-20
Davidson Capital Management Inc.
INCREASED
Shares13,612 from 13,329
Change+283 (+2%)
Value$7.0M (+$2.0M)
Filed 2026-10-15
Winthrop Capital Management, LLC
INCREASED
Shares13,591 from 13,588
Change+3 (+0%)
Value$7.0M (+$1.9M)
Filed 2026-11-05
Thrive Capital Management, LLC
INCREASED
Shares13,582 from 13,477
Change+105 (+1%)
Value$7.0M (+$1.9M)
Filed 2026-10-28
Crescent Grove Advisors, LLC
DECREASED
Shares13,572 from 13,769
Change-197 (-1%)
Value$7.0M (+$1.8M)
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED
Shares13,547 from 13,082
Change+465 (+4%)
Value$6.9M (+$2.1M)
Filed 2026-10-13
Meridian Financial Partners LLC
DECREASED
Shares13,545 from 13,776
Change-231 (-2%)
Value$7.3M (+$1.9M)
Filed 2026-10-23
Granite Group Advisors, LLC
DECREASED
Shares13,527 from 15,558
Change-2,031 (-13%)
Value$6.9M (+$1.1M)
Filed 2026-10-14
W.H. Cornerstone Investments Inc.
DECREASED
Shares13,522 from 13,693
Change-171 (-1%)
Value$6.9M (+$1.8M)
Filed 2026-11-03
Fiduciary Financial Group, LLC
DECREASED
Shares13,502 from 13,587
Change-85 (-1%)
Value$6.9M (+$1.9M)
Filed 2026-10-13
Chapman Financial Group, LLC
DECREASED
Shares13,497 from 13,814
Change-317 (-2%)
Value$6.9M (+$1.8M)
Filed 2026-10-26
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares13,486 from 13,485
Change+1 (+0%)
Value$6.9M (+$1.9M)
Filed 2026-10-15
Sheets Smith Wealth Management
DECREASED
Shares13,476 from 15,023
Change-1,547 (-10%)
Value$6.9M (+$1.3M)
Filed 2026-10-16
Gradient Capital Advisors, LLC
DECREASED
Shares13,462 from 13,695
Change-233 (-2%)
Value$6.9M (+$1.8M)
Filed 2026-10-21
Center For Asset Management LLC
INCREASED
Shares13,411 from 12,500
Change+911 (+7%)
Value$6.9M (+$2.2M)
Filed 2026-10-16
Pinion Investment Advisors, LLC
DECREASED
Shares13,410 from 13,714
Change-304 (-2%)
Value$6.9M (+$1.8M)
Filed 2026-11-04
Lighthouse Financial Services Inc
DECREASED
Shares13,406 from 13,520
Change-114 (-1%)
Value$6.9M (+$1.7M)
Filed 2026-11-02
Putney Financial Group LLC
DECREASED
Shares13,397 from 14,029
Change-632 (-4%)
Value$6.9M (+$1.6M)
Filed 2026-10-30
Investment Management Trust, LLC
INCREASED
Shares13,391 from 12,957
Change+434 (+3%)
Value$6.9M (+$2.0M)
Filed 2026-11-05
Ahara Advisors LLC
INCREASED
Shares13,389 from 11,436
Change+1,953 (+17%)
Value$6.9M (+$2.6M)
Filed 2026-10-29
Watchman Group, Inc.
DECREASED
Shares13,389 from 13,547
Change-158 (-1%)
Value$6.9M (+$1.8M)
Filed 2026-10-16
Ascentis Wealth Management, LLC
INCREASED
Shares13,378 from 10,941
Change+2,437 (+22%)
Value$6.9M (+$2.8M)
Filed 2026-11-03
Veracity Capital LLC
INCREASED
Shares13,373 from 10,658
Change+2,715 (+25%)
Value$6.9M (+$2.9M)
Filed 2026-10-08
Blue Square Asset Management, LLC
DECREASED
Shares13,352 from 13,944
Change-592 (-4%)
Value$6.8M (+$1.6M)
Filed 2026-11-02
Elevation Wealth Management LLC
INCREASED
Shares13,349 from 11,921
Change+1,428 (+12%)
Value$6.8M (+$2.4M)
Filed 2026-11-02
Goldstein Advisors, LLC
INCREASED
Shares13,342 from 12,107
Change+1,235 (+10%)
Value$6.8M (+$2.3M)
Filed 2026-10-15
Garrison Bradford & Associates Inc
DECREASED
Shares13,309 from 13,891
Change-582 (-4%)
Value$6.8M (+$1.6M)
Filed 2026-10-27
Grange Capital, LLC
INCREASED
Shares13,281 from 8,472
Change+4,809 (+57%)
Value$6.8M (+$3.7M)
Filed 2026-10-20
Scott Capital Advisors, LLC
DECREASED
Shares13,280 from 13,659
Change-379 (-3%)
Value$7.0M (+$1.9M)
Filed 2026-10-13
Northern Financial Advisors Inc
INCREASED
Shares13,268 from 12,822
Change+446 (+3%)
Value$6.8M (+$2.0M)
Filed 2026-10-29
Powers Advisory Group, LLC
DECREASED
Shares13,235 from 14,098
Change-863 (-6%)
Value$6.8M (+$1.5M)
Filed 2026-10-14
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares13,230 from 14,160
Change-930 (-7%)
Value$6.8M (+$1.5M)
Filed 2026-10-29
Blue Line Capital, LLC / IL
INCREASED
Shares13,211 from 12,304
Change+907 (+7%)
Value$6.8M (+$2.2M)
Filed 2026-11-04
Advisory Solutions Group, LLC
INCREASED
Shares13,209 from 7,841
Change+5,368 (+68%)
Value$6.8M (+$3.9M)
Filed 2026-10-14
McLean Asset Management Corp
INCREASED
Shares13,204 from 13,125
Change+79 (+1%)
Value$7.1M (+$977.0K)
Filed 2026-11-06
Westco Advisory Services Inc
DECREASED
Shares13,198 from 13,231
Change-33 (0%)
Value$6.8M (+$1.8M)
Filed 2026-10-14
Uhlmann Price Securities, LLC
INCREASED
Shares13,186 from 10,353
Change+2,833 (+27%)
Value$6.8M (+$2.9M)
Filed 2026-11-03
Compass Wealth Management LLC
DECREASED
Shares13,169 from 13,195
Change-26 (0%)
Value$6.8M (+$1.8M)
Filed 2026-10-22
Wiregrass Investment Management LLC
DECREASED
Shares13,164 from 13,206
Change-42 (0%)
Value$6.8M (+$1.8M)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares13,088 from 13,441
Change-353 (-3%)
Value$6.7M (+$1.7M)
Filed 2026-10-07
Rothwell Investment Advisors, LLC
NEW
Shares13,060
Change+13,060
Value$6.7M
Filed 2026-11-06
South Shore Capital Advisors
INCREASED
Shares13,035 from 12,259
Change+776 (+6%)
Value$6.7M (+$2.1M)
Filed 2026-10-20
Millennium Capital Advisors, LLC
DECREASED
Shares13,032 from 13,071
Change-39 (0%)
Value$6.7M (+$1.8M)
Filed 2026-10-16
KTF Investments, LLC
DECREASED
Shares13,014 from 15,236
Change-2,222 (-15%)
Value$6.7M (+$991.6K)
Filed 2026-10-23
Shum Financial Group, Inc.
INCREASED
Shares13,011 from 12,956
Change+55 (+0%)
Value$6.7M (+$1.8M)
Filed 2026-10-13
Harfst & Associates, Inc.
INCREASED
Shares12,969 from 12,409
Change+560 (+5%)
Value$6.7M (+$2.0M)
Filed 2026-10-20
Barings LLC
INCREASED
Shares12,958 from 12,119
Change+839 (+7%)
Value$6.6M (+$2.1M)
Filed 2026-10-22
Greenup Street Wealth Management LLC
DECREASED
Shares12,955 from 25,291
Change-12,336 (-49%)
Value$6.6M (-$2.8M)
Filed 2026-10-28
Capital Management Associates, Inc
DECREASED
Shares12,936 from 13,123
Change-187 (-1%)
Value$6.6M (+$1.7M)
Filed 2026-10-20
Platt Wealth Management LLC
DECREASED
Shares12,929 from 13,032
Change-103 (-1%)
Value$6.6K (-$4.9M)
Filed 2026-11-04
Forza Wealth Management, LLC
INCREASED
Shares12,928 from 12,100
Change+828 (+7%)
Value$6.6M (+$2.1M)
Filed 2026-10-20
Hamilton Capital, LLC
INCREASED
Shares12,928 from 12,808
Change+120 (+1%)
Value$6.6M (+$1.9M)
Filed 2026-10-08
Wernau Asset Management Inc.
INCREASED
Shares12,924 from 12,915
Change+9 (+0%)
Value$6.6M (+$1.8M)
Filed 2026-10-19
Proathlete Wealth Management LLC
INCREASED
Shares12,897 from 11,182
Change+1,715 (+15%)
Value$6.6M (+$2.4M)
Filed 2026-10-15
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares12,888 from 16,972
Change-4,084 (-24%)
Value$6.6M (+$279.3K)
Filed 2026-10-14
Virginia Wealth Management Group, Inc.
INCREASED
Shares12,830 from 12,797
Change+33 (+0%)
Value$6.6M (+$1.8M)
Filed 2026-10-14
Montgomery Investment Management Inc
INCREASED
Shares12,828 from 12,677
Change+151 (+1%)
Value$6.6M (+$1.9M)
Filed 2026-10-26
Werba Rubin Papier Wealth Management
DECREASED
Shares12,820 from 12,982
Change-162 (-1%)
Value$6.6M (+$1.7M)
Filed 2026-11-06
WealthBridge Capital Management, LLC
DECREASED
Shares12,791 from 13,263
Change-472 (-4%)
Value$6.6M (+$1.6M)
Filed 2026-10-16
Gilman Hill Asset Management, LLC
DECREASED
Shares12,762 from 14,115
Change-1,353 (-10%)
Value$6.5M (+$1.3M)
Filed 2026-10-13
Main Street Group, LTD
DECREASED
Shares12,746 from 22,468
Change-9,722 (-43%)
Value$6.5M (-$1.8M)
Filed 2026-10-28
Abound Wealth Management
INCREASED
Shares12,733 from 11,734
Change+999 (+9%)
Value$6.5M (+$2.2M)
Filed 2026-10-26
International Private Wealth Advisors LLC
INCREASED
Shares12,725 from 11,766
Change+959 (+8%)
Value$6.5M (+$2.1M)
Filed 2026-11-05
RW Investment Management LLC
INCREASED
Shares12,718 from 12,251
Change+467 (+4%)
Value$6.5M (+$2.0M)
Filed 2026-11-03
Deane Retirement Strategies, Inc.
DECREASED
Shares12,703 from 12,790
Change-87 (-1%)
Value$6.5M (+$1.7M)
Filed 2026-10-09
Absolute Capital Management, LLC
INCREASED
Shares12,700 from 5,100
Change+7,600 (+149%)
Value$6.5M (+$4.6M)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares12,684 from 12,014
Change+670 (+6%)
Value$6.5M (+$2.0M)
Filed 2026-10-20
Wagner Wealth Management, LLC
INCREASED
Shares12,679 from 12,175
Change+504 (+4%)
Value$6.5M (+$2.0M)
Filed 2026-10-21
Western Pacific Wealth Management, LP
DECREASED
Shares12,676 from 13,102
Change-426 (-3%)
Value$6.5M (+$1.6M)
Filed 2026-10-16
Ironwood Financial, llc
DECREASED
Shares12,666 from 12,714
Change-48 (0%)
Value$6.5M (+$1.5M)
Filed 2026-10-20
Activest Wealth Management
INCREASED
Shares12,644 from 12,034
Change+610 (+5%)
Value$6.5M (+$2.0M)
Filed 2026-10-15
Berman McAleer LLC
DECREASED
Shares12,632 from 12,806
Change-174 (-1%)
Value$6.5M (+$1.7M)
Filed 2026-10-16
Wedgewood Investors Inc
INCREASED
Shares12,623 from 12,513
Change+110 (+1%)
Value$6.5M (+$1.8M)
Filed 2026-10-28
Rakuten Securities, Inc.
DECREASED
Shares12,612 from 34,013
Change-21,401 (-63%)
Value$6.5M (-$6.2M)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED
Shares12,609 from 11,808
Change+801 (+7%)
Value$6.5M (+$2.1M)
Filed 2026-10-29
Orser Capital Management, LLC
DECREASED
Shares12,587 from 12,596
Change-9 (0%)
Value$6.5M (+$1.8M)
Filed 2026-10-13
Fjell Capital, LLC
INCREASED
Shares12,569 from 12,219
Change+350 (+3%)
Value$6.4M (+$1.9M)
Filed 2026-10-13
Fairfield Financial Advisors, LTD
DECREASED
Shares12,562 from 13,040
Change-478 (-4%)
Value$6.4M (+$1.6M)
Filed 2026-10-14
Altura Wealth Advisors Inc.
INCREASED
Shares12,560 from 12,078
Change+482 (+4%)
Value$6.4M (+$1.9M)
Filed 2026-10-22
Brookmont Capital Management
INCREASED
Shares12,558 from 12,387
Change+171 (+1%)
Value$6.4M (+$1.8M)
Filed 2026-10-23
Capstone Wealth Management Group, LLC
INCREASED
Shares12,552 from 5,103
Change+7,449 (+146%)
Value$6.5M (+$4.6M)
Filed 2026-11-05
Lebenthal Global Advisors, LLC
DECREASED
Shares12,550 from 13,148
Change-598 (-5%)
Value$6.4M (+$1.5M)
Filed 2026-10-28
Peddock Capital Advisors, LLC
DECREASED
Shares12,537 from 12,639
Change-102 (-1%)
Value$6.4M (+$1.7M)
Filed 2026-10-16
Alchemi Wealth, LLC
DECREASED
Shares12,528 from 12,564
Change-36 (0%)
Value$6.4M (+$1.7M)
Filed 2026-11-04
Fortis Group Advisors, LLC
INCREASED
Shares12,524 from 11,431
Change+1,093 (+10%)
Value$6.5M (+$2.3M)
Filed 2026-11-06
Bria Capital Group, LLC
DECREASED
Shares12,497 from 15,967
Change-3,470 (-22%)
Value$6.4M (+$453.7K)
Filed 2026-10-22
RIA Advisory Group LLC
DECREASED
Shares12,484 from 18,842
Change-6,358 (-34%)
Value$6.4M (-$625.5K)
Filed 2026-10-15
Wolff Wiese Magana LLC
INCREASED
Shares12,476 from 12,195
Change+281 (+2%)
Value$6.4M (+$1.9M)
Filed 2026-10-15
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares12,464 from 12,587
Change-123 (-1%)
Value$6.4M (+$1.7M)
Filed 2026-10-15
Transcendent Capital Group LLC
DECREASED
Shares12,450 from 16,156
Change-3,706 (-23%)
Value$6.4M (+$358.9K)
Filed 2026-10-28
Strengthening Families & Communities, LLC
DECREASED
Shares12,430 from 12,461
Change-31 (0%)
Value$6.4M (+$1.7M)
Filed 2026-10-21
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares12,411 from 12,265
Change+146 (+1%)
Value$6.4M (+$1.8M)
Filed 2026-10-15
Southland Equity Partners LLC
INCREASED
Shares12,402 from 12,256
Change+146 (+1%)
Value$6.4M (+$1.8M)
Filed 2026-10-14
Landaas & Co
DECREASED
Shares12,399 from 12,850
Change-451 (-4%)
Value$6.4M (+$1.6M)
Filed 2026-10-29
Etesian Wealth Advisors, Inc.
DECREASED
Shares12,364 from 12,439
Change-75 (-1%)
Value$6.3M (+$1.7M)
Filed 2026-10-27
Xxec, Inc.
DECREASED
Shares12,324 from 140,205
Change-127,881 (-91%)
Value$6.3M (-$50.5M)
Filed 2026-11-05
Walker Asset Management, LLC
INCREASED
Shares12,324 from 12,227
Change+97 (+1%)
Value$6.3M (+$1.8M)
Filed 2026-10-13
Lattice Capital Management, LLC
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$6.3M (+$1.7M)
Filed 2026-11-03
Heritage Family Offices, LLP
INCREASED
Shares12,285 from 11,842
Change+443 (+4%)
Value$6.3M (+$1.9M)
Filed 2026-11-02
E&G Advisors, LLC
DECREASED
Shares12,264 from 12,294
Change-30 (0%)
Value$6.3M (+$1.7M)
Filed 2026-10-13
Signature Wealth Management Partners, LLC
DECREASED
Shares12,232 from 12,291
Change-59 (0%)
Value$6.3M (+$1.7M)
Filed 2026-10-21
Lighthouse Financial LLC
INCREASED
Shares12,201 from 10,146
Change+2,055 (+20%)
Value$6.3M (+$2.5M)
Filed 2026-10-23
Rydar Equities, Inc.
INCREASED
Shares12,199 from 12,135
Change+64 (+1%)
Value$6.5M (+$1.7M)
Filed 2026-10-13
Diversified Management Inc
INCREASED
Shares12,194 from 9,768
Change+2,426 (+25%)
Value$6.3M (+$2.6M)
Filed 2026-10-08
PUREfi Wealth, LLC
DECREASED
Shares12,164 from 12,692
Change-528 (-4%)
Value$6.2M (+$1.5M)
Filed 2026-10-19
Manchester Financial Inc
INCREASED
Shares12,153 from 12,143
Change+10 (+0%)
Value$6.2M (+$1.7M)
Filed 2026-10-15
Viewpoint Investment Partners Corp
INCREASED
Shares12,151 from 10,704
Change+1,447 (+14%)
Value$6.7M (+$2.5M)
Filed 2026-10-26
William John Sempolinski
DECREASED
Shares12,106 from 13,338
Change-1,232 (-9%)
Value$6.2M (+$1.2M)
Filed 2026-10-20
Spartan Planning & Wealth Management
NEW
Shares12,105
Change+12,105
Value$6.2M
Filed 2026-10-13
Hudock, Inc.
DECREASED
Shares12,081 from 12,548
Change-467 (-4%)
Value$6.2M (+$1.5M)
Filed 2026-10-14
Bingham Private Wealth, LLC
DECREASED
Shares12,081 from 12,508
Change-427 (-3%)
Value$6.2M (+$1.5M)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
INCREASED
Shares12,056 from 8,583
Change+3,473 (+40%)
Value$6.2M (+$3.0M)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares12,049 from 8,915
Change+3,134 (+35%)
Value$6.2M (+$2.9M)
Filed 2026-10-26
Independent Wealth Network Inc.
DECREASED
Shares12,039 from 12,347
Change-308 (-2%)
Value$6.2M (+$1.6M)
Filed 2026-10-19
Bluedoor Private Wealth, LLC
INCREASED
Shares12,028 from 11,829
Change+199 (+2%)
Value$6.2M (+$1.8M)
Filed 2026-11-05
Arlington Trust Co LLC
INCREASED
Shares12,010 from 7,547
Change+4,463 (+59%)
Value$6.2M (+$3.3M)
Filed 2026-10-20
Insight Inv LLC
INCREASED
Shares11,975 from 11,286
Change+689 (+6%)
Value$6.1M (+$1.9M)
Filed 2026-10-27
Commons Capital, LLC
DECREASED
Shares11,972 from 12,355
Change-383 (-3%)
Value$6.1M (+$1.5M)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
DECREASED
Shares11,961 from 13,120
Change-1,159 (-9%)
Value$6.1M (+$1.2M)
Filed 2026-11-04
Jm2 Capital Inc.
DECREASED
Shares11,960 from 12,090
Change-130 (-1%)
Value$6.1M (+$1.6M)
Filed 2026-10-14
One Day In July LLC
DECREASED
Shares11,889 from 11,932
Change-43 (0%)
Value$6.1M (+$1.6M)
Filed 2026-10-30
Midwest Financial Partners Investments, Inc.
DECREASED
Shares11,873 from 11,942
Change-69 (-1%)
Value$6.1M (+$1.6M)
Filed 2026-10-08
Silver Lake Advisory, LLC
INCREASED
Shares11,860 from 11,849
Change+11 (+0%)
Value$6.1M (+$1.7M)
Filed 2026-10-22
Clearwater Capital Advisors, LLC
DECREASED
Shares11,851 from 14,999
Change-3,148 (-21%)
Value$6.1M (+$483.2K)
Filed 2026-11-06
CrossGen Wealth, LLC
INCREASED
Shares11,810 from 11,698
Change+112 (+1%)
Value$6.1M (+$1.7M)
Filed 2026-10-30
State of Wyoming
DECREASED
Shares11,753 from 30,409
Change-18,656 (-61%)
Value$6.0M (-$5.3M)
Filed 2026-10-28
Advisors Management Group Inc
DECREASED
Shares11,747 from 11,811
Change-64 (-1%)
Value$6.0K (-$4.4M)
Filed 2026-11-05
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares11,745 from 11,745
Change0 (0%)
Value$4.4M ($0)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares11,703 from 11,158
Change+545 (+5%)
Value$6.0M (+$1.8M)
Filed 2026-10-21
CWC Advisors, Llc.
INCREASED
Shares11,690 from 7,657
Change+4,033 (+53%)
Value$6.0M (+$3.1M)
Filed 2026-10-15
Index Fund Advisors, Inc.
DECREASED
Shares11,673 from 12,826
Change-1,153 (-9%)
Value$6.0M (+$1.2M)
Filed 2026-11-05
Northwest Wealth Advisors, LLC
DECREASED
Shares11,670 from 11,673
Change-3 (0%)
Value$6.0M (+$1.6M)
Filed 2026-11-02
Herbst Group, LLC
DECREASED
Shares11,665 from 11,980
Change-315 (-3%)
Value$6.0M (+$1.5M)
Filed 2026-10-20
West Paces Advisors Inc.
INCREASED
Shares11,663 from 11,344
Change+319 (+3%)
Value$6.0M (+$1.8M)
Filed 2026-10-13
InTrack Investment Management Inc
DECREASED
Shares11,615 from 14,317
Change-2,702 (-19%)
Value$6.0M (+$616.8K)
Filed 2026-10-15
Hill Island Financial LLC
INCREASED
Shares11,602 from 11,016
Change+586 (+5%)
Value$6.0M (+$1.8M)
Filed 2026-10-20
William Mack & Associates, Inc.
INCREASED
Shares11,601 from 11,511
Change+90 (+1%)
Value$5.9M (+$1.7M)
Filed 2026-10-27
Enclave Advisors LLC
DECREASED
Shares11,578 from 15,934
Change-4,356 (-27%)
Value$5.9M (-$5.4K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares11,572 from 11,572
Change0 (0%)
Value$4.3M ($0)
Filed 2026-10-26
Successful Portfolios LLC
DECREASED
Shares11,570 from 11,572
Change-2 (0%)
Value$6.1M (+$1.6M)
Filed 2026-10-09
Samalin Investment Counsel, LLC
DECREASED
Shares11,564 from 12,262
Change-698 (-6%)
Value$5.9M (+$1.4M)
Filed 2026-10-23
LifeGoal Investments, LLC
INCREASED
Shares11,554 from 4,568
Change+6,986 (+153%)
Value$5.9M (+$4.2M)
Filed 2026-10-09
Atala Financial Inc
INCREASED
Shares11,549 from 10,016
Change+1,533 (+15%)
Value$5.9M (+$2.2M)
Filed 2026-10-22
Cahaba Wealth Management, Inc.
INCREASED
Shares11,549 from 11,195
Change+354 (+3%)
Value$5.9M (+$1.7M)
Filed 2026-10-26
Crescent Sterling, Ltd.
DECREASED
Shares11,538 from 11,584
Change-46 (0%)
Value$5.9M (+$1.6M)
Filed 2026-10-16
Sicart Associates LLC
INCREASED
Shares11,527 from 11,469
Change+58 (+1%)
Value$6.1M (+$1.8M)
Filed 2026-10-29
Optimas Capital Ltd
INCREASED
Shares11,520 from 7,880
Change+3,640 (+46%)
Value$5.9M (+$3.0M)
Filed 2026-11-03
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares11,509 from 11,516
Change-7 (0%)
Value$5.9M (+$1.6M)
Filed 2026-10-29
Rational Advisors, Inc.
INCREASED
Shares11,506 from 4,806
Change+6,700 (+139%)
Value$5.9M (+$4.1M)
Filed 2026-11-02
Point Windward Advisors Inc.
INCREASED
Shares11,505 from 11,459
Change+46 (+0%)
Value$5.9M (+$1.6M)
Filed 2026-11-06
Brady Martz Wealth Solutions, LLC
INCREASED
Shares11,484 from 10,451
Change+1,033 (+10%)
Value$5.9M (+$2.0M)
Filed 2026-11-05
Baring Financial LLC
INCREASED
Shares11,471 from 11,162
Change+309 (+3%)
Value$5.9M (+$1.7M)
Filed 2026-10-07
Peoples Bank
DECREASED
Shares11,469 from 11,569
Change-100 (-1%)
Value$5.9M (+$1.6M)
Filed 2026-10-09
Arch Global Advisors, LLC
INCREASED
Shares11,441 from 11,433
Change+8 (+0%)
Value$5.9M (+$1.6M)
Filed 2026-10-23
Black Diamond Financial, LLC
INCREASED
Shares11,436 from 10,753
Change+683 (+6%)
Value$5.9M (+$1.9M)
Filed 2026-10-26
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares11,430 from 13,930
Change-2,500 (-18%)
Value$5.9M (+$666.1K)
Filed 2026-10-26
Midwest Professional Planners, Ltd.
DECREASED
Shares11,423 from 11,705
Change-282 (-2%)
Value$5.9M (+$1.5M)
Filed 2026-10-29
TMB Capital Partners, LLC
DECREASED
Shares11,416 from 11,442
Change-26 (0%)
Value$5.9M (+$1.6M)
Filed 2026-10-20
TrustBank
DECREASED
Shares11,399 from 11,686
Change-287 (-2%)
Value$5.8M (+$1.5M)
Filed 2026-10-20
Vista Investment Partners LLC
INCREASED
Shares11,382 from 11,289
Change+93 (+1%)
Value$5.8M (+$1.6M)
Filed 2026-10-08
Raleigh Capital Management Inc.
DECREASED
Shares11,371 from 12,909
Change-1,538 (-12%)
Value$5.8M (+$1.0M)
Filed 2026-10-28
Ameliora Wealth Management Ltd.
INCREASED
Shares11,353 from 11,334
Change+19 (+0%)
Value$5.8M (+$1.6M)
Filed 2026-10-23
SBK Financial, Inc.
DECREASED
Shares11,328 from 11,810
Change-482 (-4%)
Value$5.8M (+$1.4M)
Filed 2026-11-02
Hoxton Planning & Management, LLC
INCREASED
Shares11,328 from 11,127
Change+201 (+2%)
Value$5.8M (+$1.7M)
Filed 2026-10-15
Brucke Financial, Inc.
INCREASED
Shares11,308 from 10,517
Change+791 (+8%)
Value$5.8M (+$1.9M)
Filed 2026-10-23
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares11,303 from 12,782
Change-1,479 (-12%)
Value$5.8M (+$1.0M)
Filed 2026-10-13
Financial Advisory Partners, LLC
DECREASED
Shares11,300 from 11,481
Change-181 (-2%)
Value$5.8M (+$1.5M)
Filed 2026-10-23
Wealth Science Advisors LLC
DECREASED
Shares11,273 from 12,088
Change-815 (-7%)
Value$5.8M (+$1.3M)
Filed 2026-10-09
Argyle Capital Partners, LLC
DECREASED
Shares11,266 from 11,456
Change-190 (-2%)
Value$5.8M (+$1.5M)
Filed 2026-10-23
Clarity Wealth Advisors, LLC
INCREASED
Shares11,258 from 11,209
Change+49 (+0%)
Value$5.8M (+$1.6M)
Filed 2026-10-21
Petros Family Wealth, LLC
INCREASED
Shares11,237 from 9,937
Change+1,300 (+13%)
Value$5.8M (+$2.1M)
Filed 2026-10-28
Accuvest Global Advisors
INCREASED
Shares11,227 from 2,174
Change+9,053 (+416%)
Value$5.8M (+$4.9M)
Filed 2026-11-04
Corecam Pte. Ltd.
DECREASED
Shares11,220 from 38,600
Change-27,380 (-71%)
Value$5.8M (-$8.6M)
Filed 2026-10-23
Gables Capital Management Inc.
DECREASED
Shares11,201 from 11,336
Change-135 (-1%)
Value$5.7M (+$1.5M)
Filed 2026-11-04
Bigelow Investment Advisors, LLC
DECREASED
Shares11,200 from 11,460
Change-260 (-2%)
Value$5.7M (+$1.5M)
Filed 2026-10-13
GS Investments, Inc.
DECREASED
Shares11,182 from 11,315
Change-133 (-1%)
Value$5.7M (+$1.5M)
Filed 2026-11-05
Perkins Capital Management Inc
UNCHANGED
Shares11,173 from 11,173
Change0 (0%)
Value$5.7M (+$1.6M)
Filed 2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares11,138 from 11,138
Change0 (0%)
Value$4.2M ($0)
Filed 2026-10-13
Stone Summit Wealth LLC
DECREASED
Shares11,132 from 61,882
Change-50,750 (-82%)
Value$5.7M (-$17.4M)
Filed 2026-10-14
Viewpoint Capital Management LLC
INCREASED
Shares11,115 from 9,598
Change+1,517 (+16%)
Value$5.7M (+$2.1M)
Filed 2026-10-27
Ejmk Ventures LLC
INCREASED
Shares11,092 from 10,876
Change+216 (+2%)
Value$5.7M (+$1.6M)
Filed 2026-10-21
Guidance Capital, Inc
DECREASED
Shares11,091 from 11,143
Change-52 (0%)
Value$5.6M (+$1.2M)
Filed 2026-11-03
Riverbend Wealth Management, LLC
DECREASED
Shares11,088 from 11,320
Change-232 (-2%)
Value$5.7M (+$1.5M)
Filed 2026-10-15
KWB Wealth
DECREASED
Shares11,067 from 11,315
Change-248 (-2%)
Value$5.7M (+$1.5M)
Filed 2026-10-16
Crew Capital Management, Ltd
INCREASED
Shares11,063 from 10,616
Change+447 (+4%)
Value$5.7M (+$1.7M)
Filed 2026-10-28
New Covenant Trust Company, N.A.
INCREASED
Shares11,051 from 10,060
Change+991 (+10%)
Value$5.7M (+$1.9M)
Filed 2026-10-08
Green Ridge Wealth Planning LLC
DECREASED
Shares11,038 from 11,113
Change-75 (-1%)
Value$5.7M (+$1.5M)
Filed 2026-10-08
Baron Wealth Management LLC
INCREASED
Shares11,036 from 10,478
Change+558 (+5%)
Value$5.7M (+$1.8M)
Filed 2026-10-27
Legacy Capital Wealth Partners, LLC
INCREASED
Shares11,022 from 10,696
Change+326 (+3%)
Value$5.7M (+$1.7M)
Filed 2026-10-21
Mitsubishi UFJ Asset Management (UK) Ltd.
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$5.6K (-$4.1M)
Filed 2026-10-22
Arta Finance Wealth Management LLC
DECREASED
Shares10,998 from 23,811
Change-12,813 (-54%)
Value$5.6M (-$3.2M)
Filed 2026-10-28
Wealth Quarterback LLC
DECREASED
Shares10,974 from 11,007
Change-33 (0%)
Value$5.6M (+$1.5M)
Filed 2026-10-20
Sterling Investment Management, LLC
DECREASED
Shares10,959 from 14,108
Change-3,149 (-22%)
Value$5.6M (+$358.3K)
Filed 2026-10-16
Cacti Asset Management LLC
DECREASED
Shares10,943 from 11,043
Change-100 (-1%)
Value$5.6M (+$1.5M)
Filed 2026-10-01
Integrated Financial Solutions, Inc.
INCREASED
Shares10,916 from 10,709
Change+207 (+2%)
Value$5.6M (+$1.6M)
Filed 2026-10-09
Opal Wealth Advisors, LLC
INCREASED
Shares10,912 from 8,947
Change+1,965 (+22%)
Value$5.6M (+$2.3M)
Filed 2026-10-16
Financial Council, LLC
INCREASED
Shares10,876 from 10,741
Change+135 (+1%)
Value$5.6M (+$1.6M)
Filed 2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares10,873 from 11,195
Change-322 (-3%)
Value$5.6M (+$1.4M)
Filed 2026-10-09
Verum Partners LLC
INCREASED
Shares10,871 from 10,473
Change+398 (+4%)
Value$5.6M (+$1.7M)
Filed 2026-10-21
Ti-Trust, Inc
UNCHANGED
Shares10,865 from 10,865
Change0 (0%)
Value$5.6M (+$1.5M)
Filed 2026-10-21
Murphy Pohlad Asset Management LLC
DECREASED
Shares10,862 from 11,154
Change-292 (-3%)
Value$5.6M (+$1.4M)
Filed 2026-10-22
Horizon Wealth Management, LLC
DECREASED
Shares10,860 from 10,966
Change-106 (-1%)
Value$5.6M (+$1.5M)
Filed 2026-11-02
Hara Capital LLC
UNCHANGED
Shares10,854 from 10,854
Change0 (0%)
Value$5.6M (+$1.5M)
Filed 2026-10-30
MeadowBrook Investment Advisors LLC
DECREASED
Shares10,846 from 11,199
Change-353 (-3%)
Value$5.7M (+$1.5M)
Filed 2026-10-29
Eagle Bluffs Wealth Management LLC
INCREASED
Shares10,844 from 10,432
Change+412 (+4%)
Value$5.6M (+$1.7M)
Filed 2026-10-20
Davidson Kahn Capital Management, LLC
INCREASED
Shares10,829 from 10,685
Change+144 (+1%)
Value$5.6M (+$1.6M)
Filed 2026-10-26
Centurion Wealth Management LLC
DECREASED
Shares10,828 from 11,552
Change-724 (-6%)
Value$5.6M (+$1.2M)
Filed 2026-10-13
Aire Advisors, LLC
DECREASED
Shares10,825 from 10,965
Change-140 (-1%)
Value$5.6M (+$1.5M)
Filed 2026-10-22
Emprise Bank
DECREASED
Shares10,820 from 11,112
Change-292 (-3%)
Value$5.5M (+$1.4M)
Filed 2026-10-07
TradeWell Securities, Llc.
DECREASED
Shares10,815 from 10,981
Change-166 (-2%)
Value$5.5M (+$1.5M)
Filed 2026-10-21
Riggs Asset Managment Co. Inc.
INCREASED
Shares10,794 from 9,429
Change+1,365 (+14%)
Value$5.5M (+$2.0M)
Filed 2026-11-05
Arcataur Capital Management LLC
UNCHANGED
Shares10,782 from 10,782
Change0 (0%)
Value$5.5M (+$1.5M)
Filed 2026-10-21
Cornerstone Enterprises, LLC
DECREASED
Shares10,775 from 27,676
Change-16,901 (-61%)
Value$5.5M (-$4.8M)
Filed 2026-10-15
Lawood & Co
DECREASED
Shares10,773 from 10,816
Change-43 (0%)
Value$5.5M (+$1.5M)
Filed 2026-10-09
Clark Financial Services Group Inc
INCREASED
Shares10,773 from 10,770
Change+3 (+0%)
Value$5.5M (+$1.5M)
Filed 2026-10-19
Sunbeam Capital Management, LLC
DECREASED
Shares10,757 from 12,085
Change-1,328 (-11%)
Value$5.5M (+$1.0M)
Filed 2026-11-05
AGH Wealth Advisors, LLC
INCREASED
Shares10,751 from 10,564
Change+187 (+2%)
Value$5.5M (+$1.6M)
Filed 2026-10-26
Hobart Private Capital, LLC
INCREASED
Shares10,750 from 10,015
Change+735 (+7%)
Value$5.5M (+$1.8M)
Filed 2026-10-19
Granite Islands Private Wealth, LLC
DECREASED
Shares10,744 from 10,766
Change-22 (0%)
Value$5.5M (+$1.5M)
Filed 2026-10-16
Midwest Financial Group LLC
INCREASED
Shares10,743 from 10,663
Change+80 (+1%)
Value$5.5M (+$1.5M)
Filed 2026-10-15
Trail Ridge Investment Advisors, LLC
DECREASED
Shares10,737 from 18,831
Change-8,094 (-43%)
Value$5.5M (-$1.5M)
Filed 2026-10-16
Bullock Wealth Management Group
DECREASED
Shares10,725 from 10,819
Change-94 (-1%)
Value$5.5M (+$1.3M)
Filed 2026-10-09
bLong Financial, LLC
INCREASED
Shares10,718 from 10,717
Change+1 (+0%)
Value$5.5M (+$1.5M)
Filed 2026-10-29
Floyd Financial Group LLC
DECREASED
Shares10,705 from 12,207
Change-1,502 (-12%)
Value$5.8M (+$1.1M)
Filed 2026-10-28
Catalyst Capital Advisors LLC
INCREASED
Shares10,640 from 9,603
Change+1,037 (+11%)
Value$5.5M (+$1.9M)
Filed 2026-11-02
Catherine Avery Investment Management LLC
DECREASED
Shares10,631 from 20,780
Change-10,149 (-49%)
Value$5.5M (-$2.3M)
Filed 2026-10-14
CPC Advisors, LLC
DECREASED
Shares10,610 from 15,147
Change-4,537 (-30%)
Value$5.4M (-$208.3K)
Filed 2026-10-21
Curtis Advisory Group, LLC
DECREASED
Shares10,607 from 10,722
Change-115 (-1%)
Value$5.4M (+$1.4M)
Filed 2026-10-28
WestHill Financial Advisors, Inc.
INCREASED
Shares10,602 from 6,267
Change+4,335 (+69%)
Value$5.4M (+$3.1M)
Filed 2026-10-14
Stillwater Wealth Management Group
INCREASED
Shares10,599 from 10,372
Change+227 (+2%)
Value$5.4M (+$1.6M)
Filed 2026-10-21
Dudley & Shanley, Inc.
UNCHANGED
Shares10,569 from 10,569
Change0 (0%)
Value$5.4M (+$1.5M)
Filed 2026-10-06
Bernardo Wealth Planning LLC
INCREASED
Shares10,568 from 4,805
Change+5,763 (+120%)
Value$5.4M (+$3.6M)
Filed 2026-10-23
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares10,562 from 10,562
Change0 (0%)
Value$5.4M (+$1.5M)
Filed 2026-10-30
Patrick M Sweeney & Associates, Inc
INCREASED
Shares10,552 from 10,435
Change+117 (+1%)
Value$5.4M (+$1.5M)
Filed 2026-10-22
Canandaigua National Trust Co of Florida
NEW
Shares10,548
Change+10,548
Value$5.4M
Filed 2026-10-07
Great Point Wealth Advisors, LLC
DECREASED
Shares10,533 from 10,545
Change-12 (0%)
Value$5.4M (+$1.5M)
Filed 2026-10-15
Fonville Wealth Management LLC
INCREASED
Shares10,530 from 9,182
Change+1,348 (+15%)
Value$5.4M (+$2.0M)
Filed 2026-10-28
Sulzberger Capital Advisors, Inc.
INCREASED
Shares10,525 from 10,378
Change+147 (+1%)
Value$5.4M (+$1.5M)
Filed 2026-10-20
Pacific Capital Partners Ltd
INCREASED
Shares10,516 from 7,820
Change+2,696 (+34%)
Value$5.4M (+$2.5M)
Filed 2026-10-28
Financial Solutions Advisory Group, Inc.
DECREASED
Shares10,515 from 10,774
Change-259 (-2%)
Value$5.6M (+$1.4M)
Filed 2026-10-28
Mainsail Financial Group, LLC
INCREASED
Shares10,497 from 10,304
Change+193 (+2%)
Value$5.4M (+$1.5M)
Filed 2026-10-23
Shelter Rock Management, LLC
DECREASED
Shares10,471 from 10,585
Change-114 (-1%)
Value$5.4M (+$1.5M)
Filed 2026-10-09
Garrett Wealth Advisory Group, LLC
INCREASED
Shares10,468 from 10,037
Change+431 (+4%)
Value$5.4M (+$1.6M)
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares10,450 from 10,260
Change+190 (+2%)
Value$5.4M (+$1.5M)
Filed 2026-10-29
Firethorn Wealth Partners, LLC
INCREASED
Shares10,438 from 10,363
Change+75 (+1%)
Value$5.4M (+$1.5M)
Filed 2026-10-14
Montis Financial, LLC
DECREASED
Shares10,417 from 10,621
Change-204 (-2%)
Value$5.3M (+$1.4M)
Filed 2026-11-04
Bulwark Capital Corp
INCREASED
Shares10,408 from 394
Change+10,014 (+2542%)
Value$5.3M (+$5.2M)
Filed 2026-10-13
Wealth Group, Ltd.
DECREASED
Shares10,385 from 42,602
Change-32,217 (-76%)
Value$5.3K (-$15.9M)
Filed 2026-10-30
Robinswood Financial LLC
DECREASED
Shares10,369 from 11,432
Change-1,063 (-9%)
Value$5.5M (+$1.3M)
Filed 2026-10-20
Channing Global Advisors, LLC
INCREASED
Shares10,367 from 9,877
Change+490 (+5%)
Value$5.3M (+$1.6M)
Filed 2026-11-03
Tectonic Advisors LLC
INCREASED
Shares10,348 from 9,917
Change+431 (+4%)
Value$5.3M (+$1.6M)
Filed 2026-10-22
Birch Financial Group, LLC
INCREASED
Shares10,344 from 9,875
Change+469 (+5%)
Value$5.3M (+$1.6M)
Filed 2026-10-27
Torrey Growth & Income Advisors
DECREASED
Shares10,342 from 10,540
Change-198 (-2%)
Value$5.4M (+$1.4M)
Filed 2026-11-04
Meadow Creek Wealth Advisors LLC
INCREASED
Shares10,322 from 8,817
Change+1,505 (+17%)
Value$5.3M (+$2.0M)
Filed 2026-11-02
Alternative Investment Advisors, Llc.
INCREASED
Shares10,320 from 6,788
Change+3,532 (+52%)
Value$5.3M (+$2.8M)
Filed 2026-11-03
Wealth Intelligence, LLC
INCREASED
Shares10,303 from 10,037
Change+266 (+3%)
Value$5.3M (+$1.5M)
Filed 2026-10-16
ASK Capital Investment Managers, LLC
NEW
Shares10,289
Change+10,289
Value$5.3M
Filed 2026-10-14
TKG Advisors, LLC
INCREASED
Shares10,287 from 10,225
Change+62 (+1%)
Value$5.3M (+$1.5M)
Filed 2026-11-02
AXS Investments LLC
INCREASED
Shares10,261 from 9,648
Change+613 (+6%)
Value$5.3M (+$1.7M)
Filed 2026-11-04
Steel Grove Capital Advisors, LLC
INCREASED
Shares10,251 from 8,984
Change+1,267 (+14%)
Value$5.3M (+$1.9M)
Filed 2026-10-13
Alliance Wealth Advisors, LLC
DECREASED
Shares10,246 from 11,626
Change-1,380 (-12%)
Value$5.3M (+$918.7K)
Filed 2026-10-28
Davis Investment Partners, LLC
INCREASED
Shares10,231 from 10,118
Change+113 (+1%)
Value$5.2M (+$1.5M)
Filed 2026-11-05
Family Capital Management, Inc.
INCREASED
Shares10,230 from 7,799
Change+2,431 (+31%)
Value$5.2M (+$2.3M)
Filed 2026-11-03
Luts & Greenleigh Group, Inc.
DECREASED
Shares10,218 from 10,466
Change-248 (-2%)
Value$5.2M (+$1.3M)
Filed 2026-11-05
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares10,212 from 10,431
Change-219 (-2%)
Value$5.2M (+$1.3M)
Filed 2026-10-09
Heartwood Wealth Advisors LLC
INCREASED
Shares10,198 from 10,026
Change+172 (+2%)
Value$5.2M (+$1.5M)
Filed 2026-10-05
D.B. Root & Company, LLC
INCREASED
Shares10,190 from 9,790
Change+400 (+4%)
Value$5.2M (+$1.6M)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares10,189 from 9,559
Change+630 (+7%)
Value$5.2M (+$1.7M)
Filed 2026-10-29
Five Oceans Advisors
DECREASED
Shares10,185 from 11,239
Change-1,054 (-9%)
Value$5.2M (+$1.0M)
Filed 2026-10-22
Baker Boyer National Bank
DECREASED
Shares10,182 from 10,352
Change-170 (-2%)
Value$5.2M (+$1.4M)
Filed 2026-11-05
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares10,181 from 10,728
Change-547 (-5%)
Value$5.2M (+$1.2M)
Filed 2026-10-14
James J. Burns & Company, LLC
DECREASED
Shares10,181 from 10,242
Change-61 (-1%)
Value$5.2M (+$1.4M)
Filed 2026-10-22
Smith Shellnut Wilson LLC
INCREASED
Shares10,164 from 10,152
Change+12 (+0%)
Value$5.2M (+$1.4M)
Filed 2026-10-21
Seven Mile Advisory
DECREASED
Shares10,154 from 10,570
Change-416 (-4%)
Value$5.2M (+$1.3M)
Filed 2026-10-22
Elmwood Wealth Management, Inc.
INCREASED
Shares10,152 from 9,535
Change+617 (+6%)
Value$5.2M (+$1.7M)
Filed 2026-10-14
Northwest Wealth Management, LLC
INCREASED
Shares10,134 from 9,371
Change+763 (+8%)
Value$5.2M (+$1.7M)
Filed 2026-10-30
Affiance Financial, LLC
DECREASED
Shares10,133 from 10,818
Change-685 (-6%)
Value$5.2M (+$1.2M)
Filed 2026-10-15
Triton Wealth Management, Pllc
INCREASED
Shares10,127 from 9,223
Change+904 (+10%)
Value$5.2M (+$1.7M)
Filed 2026-11-04
Seamount Financial Group Inc
DECREASED
Shares10,113 from 10,201
Change-88 (-1%)
Value$5.2M (+$1.4M)
Filed 2026-10-21
New Wave Wealth Advisors LLC
INCREASED
Shares10,104 from 8,358
Change+1,746 (+21%)
Value$5.5M (+$2.4M)
Filed 2026-10-19
GLR Partners, LLC
INCREASED
Shares10,096 from 10,080
Change+16 (+0%)
Value$5.2M (+$1.4M)
Filed 2026-11-04
SWS Partners
INCREASED
Shares10,091 from 2,630
Change+7,461 (+284%)
Value$5.2M (+$4.2M)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
INCREASED
Shares10,085 from 10,027
Change+58 (+1%)
Value$5.2M (+$1.4M)
Filed 2026-10-14
Athena Wealth Management, LLC
INCREASED
Shares10,077 from 8,913
Change+1,164 (+13%)
Value$5.2M (+$1.8M)
Filed 2026-10-09
Prentice Wealth Management LLC
INCREASED
Shares10,071 from 9,837
Change+234 (+2%)
Value$5.2M (+$1.5M)
Filed 2026-10-20
Pacific Asset Management, LLC
INCREASED
Shares10,070 from 9,999
Change+71 (+1%)
Value$5.2M (+$1.4M)
Filed 2026-10-15
Kelly Financial Group LLC
DECREASED
Shares10,067 from 10,150
Change-83 (-1%)
Value$5.2M (+$1.4M)
Filed 2026-10-16
Richard P Slaughter Associates Inc
DECREASED
Shares10,061 from 10,451
Change-390 (-4%)
Value$5.2M (+$1.3M)
Filed 2026-10-13
Hidden Cove Wealth Management, LLC
INCREASED
Shares10,058 from 9,948
Change+110 (+1%)
Value$5.2M (+$1.4M)
Filed 2026-10-19
Cascade Investment Advisors, Inc.
DECREASED
Shares10,050 from 10,319
Change-269 (-3%)
Value$5.2M (+$1.3M)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
DECREASED
Shares10,026 from 10,050
Change-24 (0%)
Value$5.1M (+$1.4M)
Filed 2026-10-16
Essential Investment Partners LLC
INCREASED
Shares10,022 from 9,349
Change+673 (+7%)
Value$5.1M (+$1.7M)
Filed 2026-10-27
BigSur Wealth Management LLC
DECREASED
Shares10,013 from 10,049
Change-36 (0%)
Value$5.1M (+$1.4M)
Filed 2026-10-13
Bullseye Investment Management, LLC
DECREASED
Shares10,002 from 10,242
Change-240 (-2%)
Value$5.1M (+$1.3M)
Filed 2026-10-29
PFW Advisors LLC
INCREASED
Shares9,991 from 9,690
Change+301 (+3%)
Value$5.1M (+$1.5M)
Filed 2026-10-07
Corps Capital Advisors, LLC
UNCHANGED
Shares9,977 from 9,977
Change0 (0%)
Value$5.1M (+$1.4M)
Filed 2026-11-05
Woodward Diversified Capital, LLC
DECREASED
Shares9,968 from 9,988
Change-20 (0%)
Value$5.1M (+$1.4M)
Filed 2026-10-21
Legacy Financial Strategies, LLC
INCREASED
Shares9,963 from 9,638
Change+325 (+3%)
Value$5.1M (+$1.5M)
Filed 2026-10-15
Flagship Capital Management Inc.
INCREASED
Shares9,928 from 9,709
Change+219 (+2%)
Value$5.1M (+$1.5M)
Filed 2026-10-20
Saxon Interests, Inc.
DECREASED
Shares9,912 from 17,686
Change-7,774 (-44%)
Value$5.1M (-$1.5M)
Filed 2026-10-26
Fairscale Capital, LLC
INCREASED
Shares9,896 from 9,699
Change+197 (+2%)
Value$5.2M (+$1.5M)
Filed 2026-11-04
Tortoise Investment Management, LLC
INCREASED
Shares9,891 from 9,549
Change+342 (+4%)
Value$5.1M (+$1.5M)
Filed 2026-11-06
Farrell Financial LLC
INCREASED
Shares9,883 from 9,878
Change+5 (+0%)
Value$5.1M (+$1.4M)
Filed 2026-10-16
Detalus Advisors, LLC
INCREASED
Shares9,874 from 9,821
Change+53 (+1%)
Value$5.1M (+$1.4M)
Filed 2026-10-15
Aull & Monroe Investment Management Corp
DECREASED
Shares9,872 from 10,013
Change-141 (-1%)
Value$5.1M (+$1.3M)
Filed 2026-10-16
CLG LLC
DECREASED
Shares9,863 from 10,439
Change-576 (-6%)
Value$5.1M (+$1.2M)
Filed 2026-10-13
Rockingstone Advisors LLC
DECREASED
Shares9,859 from 9,864
Change-5 (0%)
Value$5.1M (+$1.4M)
Filed 2026-10-16
Outlook Wealth Advisors, LLC
DECREASED
Shares9,813 from 10,227
Change-414 (-4%)
Value$5.0M (+$1.2M)
Filed 2026-10-28
Global Trust Asset Management, LLC
DECREASED
Shares9,805 from 10,385
Change-580 (-6%)
Value$5.0M (+$1.2M)
Filed 2026-10-19
Haven Capital Group, Inc.
INCREASED
Shares9,802 from 9,612
Change+190 (+2%)
Value$5.0M (+$1.4M)
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
DECREASED
Shares9,777 from 9,912
Change-135 (-1%)
Value$5.0M (+$1.3M)
Filed 2026-10-30
PCG Asset Management, LLC
INCREASED
Shares9,772 from 7,432
Change+2,340 (+31%)
Value$5.0M (+$2.2M)
Filed 2026-11-05
CKW Financial Group
INCREASED
Shares9,772 from 9,636
Change+136 (+1%)
Value$5.0K (+$1.3K)
Filed 2026-10-29
Smith Thornton Advisors LLC
INCREASED
Shares9,758 from 9,587
Change+171 (+2%)
Value$5.0M (+$1.3M)
Filed 2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED
Shares9,751 from 9,903
Change-152 (-2%)
Value$5.0M (+$1.3M)
Filed 2026-10-15
Aldebaran Financial Inc.
INCREASED
Shares9,749 from 9,609
Change+140 (+1%)
Value$5.0M (+$1.4M)
Filed 2026-11-06
Cora Capital Advisors LLC
INCREASED
Shares9,744 from 9,491
Change+253 (+3%)
Value$5.0M (+$1.5M)
Filed 2026-11-02
Virtue Asset Management LLC
INCREASED
Shares9,738 from 9,604
Change+134 (+1%)
Value$5.0M (+$1.4M)
Filed 2026-10-21
Ticino Wealth
INCREASED
Shares9,731 from 9,418
Change+313 (+3%)
Value$5.0M (+$1.5M)
Filed 2026-10-13
Willner & Heller, LLC
DECREASED
Shares9,731 from 9,813
Change-82 (-1%)
Value$5.0M (+$1.3M)
Filed 2026-10-28
Monte Financial Group, LLC
DECREASED
Shares9,727 from 9,805
Change-78 (-1%)
Value$5.0M (+$431.9K)
Filed 2026-11-02
Beirne Wealth Consulting Services, LLC
DECREASED
Shares9,715 from 10,962
Change-1,247 (-11%)
Value$5.0M (+$894.1K)
Filed 2026-10-19
GraniteShares Advisors LLC
DECREASED
Shares9,707 from 10,785
Change-1,078 (-10%)
Value$5.0M (+$955.7K)
Filed 2026-10-29
Worth Asset Management, LLC
INCREASED
Shares9,706 from 7,532
Change+2,174 (+29%)
Value$5.0M (+$2.2M)
Filed 2026-10-07
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares9,700 from 9,780
Change-80 (-1%)
Value$5.0M (+$1.3M)
Filed 2026-10-09
Cross Staff Investments Inc
DECREASED
Shares9,680 from 9,767
Change-87 (-1%)
Value$5.0M (+$1.3M)
Filed 2026-10-22
Asset Advisory Group, Inc.
DECREASED
Shares9,669 from 9,691
Change-22 (0%)
Value$5.0M (+$1.3M)
Filed 2026-10-20
Guardian Investment Management
DECREASED
Shares9,665 from 9,963
Change-298 (-3%)
Value$5.0M (+$1.2M)
Filed 2026-10-23
Beacon Capital Management, LLC
DECREASED
Shares9,663 from 9,838
Change-175 (-2%)
Value$5.0M (+$1.3M)
Filed 2026-10-23
Advisory Resource Group
INCREASED
Shares9,661 from 8,667
Change+994 (+11%)
Value$5.0M (+$1.7M)
Filed 2026-10-26
Alessandra Capital Management, LLC
DECREASED
Shares9,656 from 10,175
Change-519 (-5%)
Value$5.0M (+$1.2M)
Filed 2026-10-30
Royal Harbor Partners, LLC
DECREASED
Shares9,635 from 13,682
Change-4,047 (-30%)
Value$4.9M (-$161.7K)
Filed 2026-10-29
Evergreen Wealth Management, LLC
INCREASED
Shares9,627 from 9,626
Change+1 (+0%)
Value$4.9M (+$1.3M)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares9,618 from 6,814
Change+2,804 (+41%)
Value$4.9M (+$2.4M)
Filed 2026-10-16
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares9,596 from 9,740
Change-144 (-1%)
Value$4.9M (+$1.3M)
Filed 2026-10-19
LeConte Wealth Management, LLC
INCREASED
Shares9,588 from 8,167
Change+1,421 (+17%)
Value$4.9M (+$1.9M)
Filed 2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares9,588 from 9,006
Change+582 (+6%)
Value$4.9M (+$1.6M)
Filed 2026-10-28
Salvus Wealth Management, LLC
INCREASED
Shares9,552 from 9,063
Change+489 (+5%)
Value$4.9M (+$1.5M)
Filed 2026-10-13
Exchange Bank
DECREASED
Shares9,552 from 9,663
Change-111 (-1%)
Value$4.9M (+$1.3M)
Filed 2026-10-07
MRA Advisory Group
INCREASED
Shares9,551 from 8,101
Change+1,450 (+18%)
Value$4.9M (+$1.9M)
Filed 2026-10-07
Old North State Wealth Management, LLC
INCREASED
Shares9,535 from 9,132
Change+403 (+4%)
Value$4.9M (+$1.5M)
Filed 2026-10-22
Milestone Asset Management Group, LLC
INCREASED
Shares9,517 from 8,441
Change+1,076 (+13%)
Value$4.9M (+$1.7M)
Filed 2026-10-20
Eagle Bay Advisors LLC
INCREASED
Shares9,504 from 8,894
Change+610 (+7%)
Value$4.9M (+$1.6M)
Filed 2026-10-16
Certior Financial Group, LLC
INCREASED
Shares9,490 from 8,856
Change+634 (+7%)
Value$4.9M (+$1.6M)
Filed 2026-10-19
Meritas Wealth Management, LLC
INCREASED
Shares9,477 from 6,531
Change+2,946 (+45%)
Value$4.9M (+$2.4M)
Filed 2026-10-14
DB&C Advisors, LLC
INCREASED
Shares9,477 from 9,459
Change+18 (+0%)
Value$4.9M (+$1.3M)
Filed 2026-10-26
Valtinson Bruner Financial Planning LLC
DECREASED
Shares9,475 from 9,665
Change-190 (-2%)
Value$4.9M (+$1.3M)
Filed 2026-11-02
Verity Asset Management, Inc.
INCREASED
Shares9,469 from 9,448
Change+21 (+0%)
Value$4.9M (+$1.3M)
Filed 2026-10-30
Triumph Capital Management
DECREASED
Shares9,463 from 12,758
Change-3,295 (-26%)
Value$4.9M (+$94.3K)
Filed 2026-10-14
Park Edge Advisors, LLC
INCREASED
Shares9,461 from 8,923
Change+538 (+6%)
Value$4.9M (+$1.5M)
Filed 2026-10-28
Mascagni Wealth Management, Inc.
INCREASED
Shares9,457 from 9,406
Change+51 (+1%)
Value$4.9M (+$1.3M)
Filed 2026-10-23
Waycross Investment Management Co
INCREASED
Shares9,454 from 9,393
Change+61 (+1%)
Value$4.8M (+$1.3M)
Filed 2026-10-14
Mountain Pacific Investment Advisers LLC
DECREASED
Shares9,440 from 11,669
Change-2,229 (-19%)
Value$4.8M (+$489.1K)
Filed 2026-10-29
Atwood & Palmer Inc
INCREASED
Shares9,438 from 5,028
Change+4,410 (+88%)
Value$4.8M (+$3.0M)
Filed 2026-10-08
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares9,434 from 9,432
Change+2 (+0%)
Value$4.8M (+$1.3M)
Filed 2026-10-27
Rise Advisors, LLC
INCREASED
Shares9,393 from 8,922
Change+471 (+5%)
Value$4.8M (+$1.5M)
Filed 2026-10-16
Elm3 Financial Group, LLC
DECREASED
Shares9,390 from 9,693
Change-303 (-3%)
Value$4.8M (+$1.2M)
Filed 2026-10-07
Gen-Wealth Partners Inc
INCREASED
Shares9,365 from 8,442
Change+923 (+11%)
Value$4.8M (+$1.7M)
Filed 2026-11-04
Arbor Investment Advisors, LLC
DECREASED
Shares9,353 from 10,485
Change-1,132 (-11%)
Value$4.8M (+$886.1K)
Filed 2026-10-26
Geremia Financial Services, LLC
INCREASED
Shares9,350 from 9,300
Change+50 (+1%)
Value$4.8M (+$1.3M)
Filed 2026-10-19
Dmkc Advisory Services, LLC
DECREASED
Shares9,316 from 16,480
Change-7,164 (-43%)
Value$4.8M (-$1.4M)
Filed 2026-11-04
Uniting Wealth Partners, LLC
DECREASED
Shares9,294 from 9,413
Change-119 (-1%)
Value$4.8M (+$1.3M)
Filed 2026-11-06
Tcfg Investment Advisors, LLC
DECREASED
Shares9,287 from 10,534
Change-1,247 (-12%)
Value$4.8M (+$831.2K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED
Shares9,282 from 13,690
Change-4,408 (-32%)
Value$4.8M (-$345.7K)
Filed 2026-11-04
Alken Asset Management Ltd
UNCHANGED
Shares9,280 from 9,280
Change0 (0%)
Value$4.7K (+$1.3K)
Filed 2026-10-20
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares9,273 from 14,173
Change-4,900 (-35%)
Value$4.8M (-$530.9K)
Filed 2026-11-02
American Institute for Advanced Investment Management, LLP
DECREASED
Shares9,264 from 9,309
Change-45 (0%)
Value$4.8M (+$1.3M)
Filed 2026-11-03
LJI Wealth Management, LLC
DECREASED
Shares9,256 from 9,994
Change-738 (-7%)
Value$4.7M (+$1.0M)
Filed 2026-10-28
Massachusetts Wealth Management
DECREASED
Shares9,239 from 9,749
Change-510 (-5%)
Value$4.7M (+$1.1M)
Filed 2026-10-21
Legacy Bridge, LLC
INCREASED
Shares9,239 from 9,117
Change+122 (+1%)
Value$4.7M (+$1.3M)
Filed 2026-10-28
Waterway Wealth Management, LLC
INCREASED
Shares9,238 from 9,236
Change+2 (+0%)
Value$4.7M (+$1.3M)
Filed 2026-10-28
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares9,231 from 9,085
Change+146 (+2%)
Value$4.7M (+$1.3M)
Filed 2026-11-06
Tenet Wealth Partners, LLC
DECREASED
Shares9,230 from 9,316
Change-86 (-1%)
Value$4.7M (+$1.1M)
Filed 2026-10-19
Human Investing LLC
INCREASED
Shares9,227 from 7,906
Change+1,321 (+17%)
Value$4.7M (+$1.8M)
Filed 2026-10-19
Obsidian CIO, LLC
DECREASED
Shares9,206 from 9,263
Change-57 (-1%)
Value$4.7M (+$1.3M)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares9,198
Change+9,198
Value$4.7M
Filed 2026-11-04
Well Done, LLC
INCREASED
Shares9,190 from 8,609
Change+581 (+7%)
Value$4.7M (+$1.5M)
Filed 2026-10-20
CDM Financial Counseling Services, Inc.
INCREASED
Shares9,153 from 9,123
Change+30 (+0%)
Value$4.7M (+$1.3M)
Filed 2026-10-15
Islay Capital Management, LLC
DECREASED
Shares9,151 from 9,561
Change-410 (-4%)
Value$4.7M (+$1.1M)
Filed 2026-10-20
Strata Wealth Advisors, LLC
INCREASED
Shares9,129 from 7,805
Change+1,324 (+17%)
Value$4.7M (+$1.8M)
Filed 2026-10-16
Balentine LLC
DECREASED
Shares9,104 from 14,618
Change-5,514 (-38%)
Value$4.7M (-$783.3K)
Filed 2026-11-03
Myriad Asset Management US LP
INCREASED
Shares9,104 from 4,866
Change+4,238 (+87%)
Value$4.7M (+$2.9M)
Filed 2026-11-03
Cadent Capital Advisors, LLC
DECREASED
Shares9,103 from 9,269
Change-166 (-2%)
Value$4.7M (+$1.2M)
Filed 2026-10-09
Coyle Financial Counsel LLC
DECREASED
Shares9,101 from 9,134
Change-33 (0%)
Value$4.7M (+$1.3M)
Filed 2026-10-28
Whalen Wealth Management Inc.
DECREASED
Shares9,095 from 10,357
Change-1,262 (-12%)
Value$4.7M (+$801.7K)
Filed 2026-10-08
SJS Investment Consulting Inc.
INCREASED
Shares9,081 from 8,518
Change+563 (+7%)
Value$4.7M (+$1.5M)
Filed 2026-10-26
Centennial Wealth Advisory LLC
DECREASED
Shares9,064 from 9,128
Change-64 (-1%)
Value$4.7M (+$1.2M)
Filed 2026-10-16
Cookson Peirce & Co Inc
DECREASED
Shares9,059 from 12,170
Change-3,111 (-26%)
Value$4.6M (+$106.7K)
Filed 2026-10-30
Milestone Asset Management, LLC
DECREASED
Shares9,009 from 10,371
Change-1,362 (-13%)
Value$4.6M (+$752.3K)
Filed 2026-10-15
Helios Capital Management Pte. LTD
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$4.6M (+$1.3M)
Filed 2026-10-14
HT Partners LLC
DECREASED
Shares8,963 from 8,968
Change-5 (0%)
Value$4.6M (+$1.3M)
Filed 2026-10-20
Pullen Investment Management, LLC
UNCHANGED
Shares8,951 from 8,951
Change0 (0%)
Value$4.6M (+$1.3M)
Filed 2026-10-23
HMS Capital Management, LLC
DECREASED
Shares8,941 from 9,202
Change-261 (-3%)
Value$4.6M (+$1.2M)
Filed 2026-10-20
Aletheian Wealth Advisors LLC
INCREASED
Shares8,937 from 8,870
Change+67 (+1%)
Value$4.6M (+$1.3M)
Filed 2026-10-08
MFG Wealth Management, Inc.
INCREASED
Shares8,925 from 8,600
Change+325 (+4%)
Value$4.6M (+$1.4M)
Filed 2026-10-09
AMG Asset Management Group, Inc.
DECREASED
Shares8,917 from 13,305
Change-4,388 (-33%)
Value$4.6M (-$389.4K)
Filed 2026-10-21
Sunburst Financial Group, LLC
DECREASED
Shares8,913 from 8,941
Change-28 (0%)
Value$4.6M (+$1.2M)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
INCREASED
Shares8,900 from 8,884
Change+16 (+0%)
Value$4.6M (+$1.3M)
Filed 2026-11-05
Invenio Wealth Partners LLC
DECREASED
Shares8,862 from 9,210
Change-348 (-4%)
Value$4.5M (+$1.1M)
Filed 2026-10-20
Tactive Advisors, LLC
INCREASED
Shares8,860 from 8,442
Change+418 (+5%)
Value$4.5M (+$1.4M)
Filed 2026-10-08
First Bancorp, Inc
DECREASED
Shares8,857 from 9,251
Change-394 (-4%)
Value$4.5M (+$1.1M)
Filed 2026-10-26
Net Worth Advisory Group
DECREASED
Shares8,809 from 10,133
Change-1,324 (-13%)
Value$4.5M (+$737.2K)
Filed 2026-10-20
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares8,805 from 8,720
Change+85 (+1%)
Value$4.5M (+$1.3M)
Filed 2026-10-28
West Bancorporation Inc
INCREASED
Shares8,778 from 8,703
Change+75 (+1%)
Value$4.5M (+$1.3M)
Filed 2026-10-29
Garner Asset Management Corp
DECREASED
Shares8,771 from 9,240
Change-469 (-5%)
Value$4.7M (+$1.2M)
Filed 2026-10-30
Patriot Investment Management Group, Inc.
DECREASED
Shares8,760 from 9,003
Change-243 (-3%)
Value$4.5M (+$1.1M)
Filed 2026-10-15
Guerra PAN Advisors, LLC
INCREASED
Shares8,735 from 8,685
Change+50 (+1%)
Value$4.7M (+$1.4M)
Filed 2026-10-26
Johnson Bixby & Associates, LLC
DECREASED
Shares8,729 from 8,932
Change-203 (-2%)
Value$4.5M (+$1.1M)
Filed 2026-10-14
Diversified Investment Strategies, LLC
INCREASED
Shares8,697 from 8,657
Change+40 (+0%)
Value$4.5M (+$1.2M)
Filed 2026-10-28
XY Planning Network, Inc.
INCREASED
Shares8,692 from 7,126
Change+1,566 (+22%)
Value$4.5M (+$1.8M)
Filed 2026-10-14
Guild Investment Management, Inc.
DECREASED
Shares8,692 from 8,735
Change-43 (0%)
Value$4.5M (+$1.2M)
Filed 2026-11-03
OMC Financial Services LTD
DECREASED
Shares8,690 from 25,353
Change-16,663 (-66%)
Value$4.5M (-$5.0M)
Filed 2026-10-19
Polaris Financial Partners
NEW
Shares8,672
Change+8,672
Value$4.5K
Filed 2026-10-02
Stevens Capital Partners
INCREASED
Shares8,669 from 6,852
Change+1,817 (+27%)
Value$4.4M (+$1.9M)
Filed 2026-10-29
Sage Private Wealth Group, LLC
DECREASED
Shares8,659 from 8,860
Change-201 (-2%)
Value$4.4M (+$1.1M)
Filed 2026-10-21
Northern Capital Management, Inc.
INCREASED
Shares8,651 from 7,711
Change+940 (+12%)
Value$4.4M (+$1.6M)
Filed 2026-11-05
Indiana Trust & Investment Management Co
DECREASED
Shares8,642 from 8,663
Change-21 (0%)
Value$4.4M (+$1.2M)
Filed 2026-10-22
BAM Wealth Management, LLC
INCREASED
Shares8,626 from 8,505
Change+121 (+1%)
Value$4.4M (+$1.3M)
Filed 2026-10-15
Nicholas Wealth, Llc.
INCREASED
Shares8,620 from 8,322
Change+298 (+4%)
Value$4.4M (+$1.3M)
Filed 2026-10-26
Sutton Place Investors LLC
INCREASED
Shares8,573 from 8,158
Change+415 (+5%)
Value$4.4M (+$1.4M)
Filed 2026-10-20
Cypress Point Wealth Management, LLC
INCREASED
Shares8,563 from 7,493
Change+1,070 (+14%)
Value$4.4M (+$1.6M)
Filed 2026-11-03
Rinkey Investments
INCREASED
Shares8,560 from 8,439
Change+121 (+1%)
Value$4.4M (+$1.2M)
Filed 2026-10-28
Accel Wealth Management
DECREASED
Shares8,539 from 9,394
Change-855 (-9%)
Value$4.4M (+$875.5K)
Filed 2026-10-13
Burton Enright Welch
INCREASED
Shares8,516 from 8,319
Change+197 (+2%)
Value$4.4M (+$1.3M)
Filed 2026-11-04
MMA Asset Management LLC
DECREASED
Shares8,512 from 8,635
Change-123 (-1%)
Value$4.4M (+$1.1M)
Filed 2026-11-02
Axiom Investment Management LLC
INCREASED
Shares8,509 from 8,406
Change+103 (+1%)
Value$4.4M (+$1.2M)
Filed 2026-11-03
Horst & Graben Wealth Management LLC
INCREASED
Shares8,503 from 8,185
Change+318 (+4%)
Value$4.4M (+$1.2M)
Filed 2026-11-02
Firestone Capital Management
DECREASED
Shares8,481 from 9,020
Change-539 (-6%)
Value$4.3M (+$985.0K)
Filed 2026-11-03
Ariadne Wealth Management, LP
DECREASED
Shares8,481 from 8,486
Change-5 (0%)
Value$4.3M (+$1.2M)
Filed 2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares8,449 from 6,275
Change+2,174 (+35%)
Value$4.3M (+$2.0M)
Filed 2026-10-13
Jeter Robert S II
INCREASED
Shares8,416 from 6,009
Change+2,407 (+40%)
Value$4.6M (+$2.3M)
Filed 2026-10-16
Marest Capital, LLC
DECREASED
Shares8,411 from 9,811
Change-1,400 (-14%)
Value$4.3M (+$661.2K)
Filed 2026-10-23
Lodestar Private Asset Management LLC
DECREASED
Shares8,408 from 8,923
Change-515 (-6%)
Value$4.3M (+$983.9K)
Filed 2026-10-26
Burkett Financial Services, LLC
INCREASED
Shares8,404 from 6,666
Change+1,738 (+26%)
Value$4.3M (+$1.8M)
Filed 2026-10-01
DMC Group, LLC
DECREASED
Shares8,402 from 8,664
Change-262 (-3%)
Value$4.3M (+$1.1M)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
INCREASED
Shares8,401 from 7,709
Change+692 (+9%)
Value$4.3M (+$1.4M)
Filed 2026-10-20
Unique Wealth, LLC
DECREASED
Shares8,391 from 8,479
Change-88 (-1%)
Value$4.3M (+$1.1M)
Filed 2026-10-16
Private Client Services, LLC
INCREASED
Shares8,373 from 8,061
Change+312 (+4%)
Value$4.3M (+$1.3M)
Filed 2026-10-02
TPG Advisors LLC
DECREASED
Shares8,367 from 8,473
Change-106 (-1%)
Value$4.3M (+$1.1M)
Filed 2026-10-16
New Capital Management LP
DECREASED
Shares8,335 from 8,369
Change-34 (0%)
Value$4.3M (+$1.2M)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
DECREASED
Shares8,326 from 8,580
Change-254 (-3%)
Value$4.3M (+$1.1M)
Filed 2026-10-23
TruNorth Capital Management, LLC
INCREASED
Shares8,306 from 7,333
Change+973 (+13%)
Value$4.3M (+$1.5M)
Filed 2026-10-14
LifeWealth Investments, LLC
DECREASED
Shares8,303 from 10,033
Change-1,730 (-17%)
Value$4.3M (+$516.2K)
Filed 2026-10-21
Rede Wealth, LLC
DECREASED
Shares8,301 from 8,309
Change-8 (0%)
Value$4.3M (+$1.2M)
Filed 2026-10-22
Ethos Capital Management, Inc.
INCREASED
Shares8,299 from 7,211
Change+1,088 (+15%)
Value$4.3M (+$1.6M)
Filed 2026-11-03
BankPlus Wealth Management LLC
DECREASED
Shares8,288 from 8,305
Change-17 (0%)
Value$4.3M (+$1.2M)
Filed 2026-10-13
Carrera Capital Advisors
INCREASED
Shares8,282 from 8,054
Change+228 (+3%)
Value$4.2M (+$1.2M)
Filed 2026-11-03
Pecaut & Co.
DECREASED
Shares8,279 from 8,301
Change-22 (0%)
Value$4.2M (+$1.1M)
Filed 2026-10-27
Fermata Advisors, LLC
INCREASED
Shares8,276 from 7,526
Change+750 (+10%)
Value$4.2M (+$1.4M)
Filed 2026-10-13
Grace & White Inc
INCREASED
Shares8,241 from 7,975
Change+266 (+3%)
Value$4.2M (+$1.3M)
Filed 2026-10-23
Aspetuck Financial Management LLC
DECREASED
Shares8,239 from 13,982
Change-5,743 (-41%)
Value$4.2M (-$989.8K)
Filed 2026-11-04
Westhampton Capital, LLC
DECREASED
Shares8,239 from 8,545
Change-306 (-4%)
Value$4.2M (+$1.0M)
Filed 2026-10-30
White Lighthouse Investment Management Inc.
INCREASED
Shares8,238 from 8,014
Change+224 (+3%)
Value$4.2M (+$1.2M)
Filed 2026-10-21
Olistico Wealth, LLC
DECREASED
Shares8,188 from 8,203
Change-15 (0%)
Value$4.2M (+$1.1M)
Filed 2026-10-05
Tableaux LLC
INCREASED
Shares8,182 from 7,816
Change+366 (+5%)
Value$4.2M (+$1.3M)
Filed 2026-10-23
Motive Wealth Advisors
INCREASED
Shares8,173 from 7,840
Change+333 (+4%)
Value$4.2M (+$1.3M)
Filed 2026-10-26
Wolff Financial Management LLC
INCREASED
Shares8,166 from 7,792
Change+374 (+5%)
Value$4.2M (+$1.3M)
Filed 2026-10-23
Alexander Randolph Advisory, Inc.
INCREASED
Shares8,160 from 8,143
Change+17 (+0%)
Value$4.2M (+$1.1M)
Filed 2026-11-04
KW Wealth Management LLC
NEW
Shares8,140
Change+8,140
Value$4.2M
Filed 2026-10-28
Oliver Luxxe Assets LLC
DECREASED
Shares8,126 from 8,185
Change-59 (-1%)
Value$4.2M (+$1.1M)
Filed 2026-10-14
Market Street Wealth Management Advisors LLC
INCREASED
Shares8,121 from 5,893
Change+2,228 (+38%)
Value$4.2M (+$2.0M)
Filed 2026-10-09
Fidelity D & D Bancorp Inc
DECREASED
Shares8,082 from 8,119
Change-37 (0%)
Value$4.1M (+$1.1M)
Filed 2026-11-05
RVW Wealth, LLC
INCREASED
Shares8,079 from 4,073
Change+4,006 (+98%)
Value$4.1M (+$2.6M)
Filed 2026-10-06
Foguth Wealth Management, Llc.
INCREASED
Shares8,071 from 7,379
Change+692 (+9%)
Value$4.3M (+$1.3M)
Filed 2026-10-19
Fortitude Family Office, LLC
INCREASED
Shares8,041 from 5,851
Change+2,190 (+37%)
Value$4.1M (+$1.9M)
Filed 2026-10-14
Altiora Financial Group, LLC
INCREASED
Shares8,030 from 7,040
Change+990 (+14%)
Value$4.1M (+$1.5M)
Filed 2026-11-04
Carson Advisory Inc.
DECREASED
Shares8,025 from 8,261
Change-236 (-3%)
Value$4.1M (+$1.0M)
Filed 2026-11-06
Professional Financial Advisors, LLC
DECREASED
Shares8,019 from 8,170
Change-151 (-2%)
Value$4.1M (+$1.1M)
Filed 2026-10-13
Mascoma Wealth Management LLC
INCREASED
Shares8,015 from 7,688
Change+327 (+4%)
Value$4.1M (+$1.2M)
Filed 2026-10-23
Financial Consulate, Inc
DECREASED
Shares8,012 from 8,020
Change-8 (0%)
Value$4.1M (+$1.1M)
Filed 2026-10-23
DecisionMap Wealth Management, LLC
DECREASED
Shares8,007 from 8,105
Change-98 (-1%)
Value$4.1M (+$1.1M)
Filed 2026-10-29
Warwick Investment Management, Inc.
DECREASED
Shares7,984 from 8,563
Change-579 (-7%)
Value$4.1M (+$901.0K)
Filed 2026-10-19
Lantern Wealth Advisors, LLC
INCREASED
Shares7,980 from 7,029
Change+951 (+14%)
Value$4.1M (+$1.5M)
Filed 2026-10-22
Warren Street Wealth Advisors, LLC
INCREASED
Shares7,979 from 6,969
Change+1,010 (+14%)
Value$4.1M (+$1.5M)
Filed 2026-11-04
Marin Bay Wealth Advisors, LLC
INCREASED
Shares7,962 from 7,947
Change+15 (+0%)
Value$4.1M (+$1.1M)
Filed 2026-10-28
Skylands Capital, LLC
DECREASED
Shares7,950 from 12,350
Change-4,400 (-36%)
Value$4.1M (-$529.2K)
Filed 2026-10-21
Vigilare Wealth Management
INCREASED
Shares7,947 from 7,542
Change+405 (+5%)
Value$4.1M (+$1.3M)
Filed 2026-10-29
Advisor Resource Council
DECREASED
Shares7,941 from 8,066
Change-125 (-2%)
Value$4.2M (+$1.1M)
Filed 2026-11-05
Bosman Wealth Management, LLC
DECREASED
Shares7,938 from 9,638
Change-1,700 (-18%)
Value$4.1M (+$476.2K)
Filed 2026-10-28
LifePlan Financial, LLC
INCREASED
Shares7,938 from 6,506
Change+1,432 (+22%)
Value$4.1M (+$1.7M)
Filed 2026-10-13
Farrow Financial, Inc.
DECREASED
Shares7,937 from 7,981
Change-44 (-1%)
Value$4.1M (+$1.1M)
Filed 2026-10-30
Birchbrook, Inc.
INCREASED
Shares7,936 from 7,876
Change+60 (+1%)
Value$4.1M (+$1.1M)
Filed 2026-10-14
Financial & Tax Architects, LLC
DECREASED
Shares7,928 from 9,012
Change-1,084 (-12%)
Value$4.1M (+$704.7K)
Filed 2026-10-15
WealthCare Investment Partners, LLC
INCREASED
Shares7,884 from 7,488
Change+396 (+5%)
Value$4.0M (+$1.3M)
Filed 2026-11-05
Gould Asset Management LLC
DECREASED
Shares7,883 from 8,026
Change-143 (-2%)
Value$4.0M (+$1.0M)
Filed 2026-11-06
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares7,881 from 7,698
Change+183 (+2%)
Value$4.0M (+$1.2M)
Filed 2026-11-04
Silverleafe Capital Partners, LLC
DECREASED
Shares7,861 from 7,877
Change-16 (0%)
Value$4.0M (+$1.1M)
Filed 2026-10-02
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares7,830 from 7,850
Change-20 (0%)
Value$4.0M (+$1.1M)
Filed 2026-10-07
Mission Financial Group, LLC
INCREASED
Shares7,816 from 6,544
Change+1,272 (+19%)
Value$4.0M (+$1.6M)
Filed 2026-10-21
Delta Capital Management LLC
INCREASED
Shares7,805 from 7,570
Change+235 (+3%)
Value$4.0K (+$1.2K)
Filed 2026-10-16
Barrett & Company, Inc.
DECREASED
Shares7,782 from 7,927
Change-145 (-2%)
Value$4.0M (+$1.0M)
Filed 2026-10-22
Park Capital Management, LLC / WI
INCREASED
Shares7,781 from 6,916
Change+865 (+13%)
Value$4.0M (+$1.4M)
Filed 2026-10-13
Oak Barrel Wealth Advisory LLC
DECREASED
Shares7,771 from 7,786
Change-15 (0%)
Value$4.0M (+$1.1M)
Filed 2026-11-05
Eagle Wealth Strategies LLC
INCREASED
Shares7,761 from 7,672
Change+89 (+1%)
Value$4.0M (+$1.1M)
Filed 2026-10-20
Lynx Capital Group LTD
INCREASED
Shares7,747 from 7,742
Change+5 (+0%)
Value$4.0M (+$1.1M)
Filed 2026-11-04
Phillips Financial Management, LLC
INCREASED
Shares7,743 from 6,759
Change+984 (+15%)
Value$4.0M (+$1.5M)
Filed 2026-10-19
Curran Financial Partners, LLC
INCREASED
Shares7,741 from 7,001
Change+740 (+11%)
Value$4.0M (+$1.4M)
Filed 2026-11-04
MB, Levis & Associates, LLC
INCREASED
Shares7,726 from 7,597
Change+129 (+2%)
Value$4.0M (+$1.1M)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
DECREASED
Shares7,723 from 7,750
Change-27 (0%)
Value$4.0M (+$1.1M)
Filed 2026-10-15
M.E. Allison & Co., Inc.
DECREASED
Shares7,719 from 7,720
Change-1 (0%)
Value$4.0M (+$1.1M)
Filed 2026-10-09
Comprehensive Financial Planning, Inc.
INCREASED
Shares7,718 from 7,596
Change+122 (+2%)
Value$4.0M (+$1.1M)
Filed 2026-10-27
Challenger Wealth Management
DECREASED
Shares7,711 from 8,156
Change-445 (-5%)
Value$4.0M (+$913.0K)
Filed 2026-10-30
Richardson Financial Services Inc.
INCREASED
Shares7,706 from 7,217
Change+489 (+7%)
Value$4.0M (+$1.3M)
Filed 2026-10-30
Worthington Financial Partners, LLC
INCREASED
Shares7,704 from 7,681
Change+23 (+0%)
Value$4.0M (+$1.1M)
Filed 2026-10-13
Greenbush Financial Group, LLC
INCREASED
Shares7,686 from 7,310
Change+376 (+5%)
Value$3.9M (+$1.2M)
Filed 2026-10-15
Kellett Wealth Advisors, LLC
INCREASED
Shares7,682 from 7,523
Change+159 (+2%)
Value$3.9M (+$1.1M)
Filed 2026-10-15
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares7,677 from 6,220
Change+1,457 (+23%)
Value$3.9M (+$1.6M)
Filed 2026-11-05
Syverson Strege & Co
INCREASED
Shares7,674 from 7,307
Change+367 (+5%)
Value$3.9M (+$1.2M)
Filed 2026-11-02
Morangie Management LLC
INCREASED
Shares7,672 from 7,641
Change+31 (+0%)
Value$3.9M (+$1.1M)
Filed 2026-10-15
Nabity-Jensen Investment Management Inc
INCREASED
Shares7,669 from 7,465
Change+204 (+3%)
Value$3.9M (+$1.1M)
Filed 2026-10-23
BFI Infinity Ltd.
NEW
Shares7,668
Change+7,668
Value$3.9M
Filed 2026-10-16
First Citizens Financial Corp
DECREASED
Shares7,633 from 7,806
Change-173 (-2%)
Value$3.9M (+$1.0M)
Filed 2026-10-02
RFG Holdings, Inc.
INCREASED
Shares7,633 from 7,550
Change+83 (+1%)
Value$3.9M (+$1.1M)
Filed 2026-10-30
Members Wealth LLC
INCREASED
Shares7,628 from 7,528
Change+100 (+1%)
Value$4.0M (+$1.2M)
Filed 2026-10-20
Fingerlakes Wealth Management, Inc.
DECREASED
Shares7,623 from 8,909
Change-1,286 (-14%)
Value$3.9M (+$586.8K)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
INCREASED
Shares7,616 from 7,564
Change+52 (+1%)
Value$3.9M (+$1.1M)
Filed 2026-10-28
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares7,607 from 7,973
Change-366 (-5%)
Value$3.9M (+$927.7K)
Filed 2026-11-03
Shuttleworth & Co
DECREASED
Shares7,597 from 7,716
Change-119 (-2%)
Value$3.9M (+$1.0M)
Filed 2026-10-30
Mosley Wealth Management
INCREASED
Shares7,568 from 7,059
Change+509 (+7%)
Value$4.1M (+$1.4M)
Filed 2026-10-16
AUA Capital Management, LLC
DECREASED
Shares7,553 from 7,959
Change-406 (-5%)
Value$3.9M (+$905.1K)
Filed 2026-10-15
Piedmont Capital Management, LLC
INCREASED
Shares7,532 from 7,510
Change+22 (+0%)
Value$3.9M (+$1.1M)
Filed 2026-10-21
Adamsbrown Wealth Consultants LLC
DECREASED
Shares7,519 from 7,627
Change-108 (-1%)
Value$3.9M (+$1.0M)
Filed 2026-10-20
Birchwood Financial Partners, Inc.
INCREASED
Shares7,519 from 7,435
Change+84 (+1%)
Value$3.9M (+$1.1M)
Filed 2026-11-02
Ifrah Financial Services, Inc.
DECREASED
Shares7,516 from 7,651
Change-135 (-2%)
Value$3.9M (+$1.0M)
Filed 2026-10-13
Genesee Capital Advisors, LLC
DECREASED
Shares7,515 from 7,575
Change-60 (-1%)
Value$3.9M (+$1.0M)
Filed 2026-10-20
Community Bank of Raymore
UNCHANGED
Shares7,507 from 7,507
Change0 (0%)
Value$3.9M (+$1.1M)
Filed 2026-10-23
tru Independence LLC
INCREASED
Shares7,504 from 7,338
Change+166 (+2%)
Value$3.8M (+$1.1M)
Filed 2026-10-20
Deuterium Capital Management, LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$3.8M (+$1.0M)
Filed 2026-11-04
Balance Wealth Partners LLC
DECREASED
Shares7,487 from 8,625
Change-1,138 (-13%)
Value$3.8M (+$622.9K)
Filed 2026-10-27
August Group Capital Ltd
INCREASED
Shares7,478 from 7,406
Change+72 (+1%)
Value$3.8M (+$1.1M)
Filed 2026-10-14
Braeburn Wealth Management LLC
INCREASED
Shares7,461 from 7,330
Change+131 (+2%)
Value$3.8M (+$1.1M)
Filed 2026-10-15
Riverwater Partners LLC
INCREASED
Shares7,459 from 6,954
Change+505 (+7%)
Value$3.8M (+$1.2M)
Filed 2026-11-03
Scheeler Financial LLC
NEW
Shares7,458
Change+7,458
Value$3.8M
Filed 2026-10-13
WealthTrust Asset Management, LLC
INCREASED
Shares7,453 from 6,113
Change+1,340 (+22%)
Value$3.8M (+$1.5M)
Filed 2026-10-22
Taylor Financial Group, Inc.
UNCHANGED
Shares7,449 from 7,449
Change0 (0%)
Value$3.8M (+$1.0M)
Filed 2026-11-02
Meridian Financial Advisors, LLC
INCREASED
Shares7,434 from 6,838
Change+596 (+9%)
Value$3.8M (+$1.3M)
Filed 2026-10-14
Ridgewood Investments LLC
DECREASED
Shares7,427 from 7,895
Change-468 (-6%)
Value$3.8M (+$864.3K)
Filed 2026-10-05
Peck Wealth Management, LLC
DECREASED
Shares7,398 from 7,548
Change-150 (-2%)
Value$3.8M (+$978.9K)
Filed 2026-10-29
Aerodigm Wealth, LLC
DECREASED
Shares7,367 from 8,542
Change-1,175 (-14%)
Value$3.8M (+$592.3K)
Filed 2026-10-16
Seelaus Asset Management LLC
INCREASED
Shares7,364 from 7,030
Change+334 (+5%)
Value$3.7M (+$1.1M)
Filed 2026-10-14
Intelligence Driven Advisers, LLC
INCREASED
Shares7,356 from 6,432
Change+924 (+14%)
Value$3.8M (+$1.4M)
Filed 2026-10-09
Providence Financial Advisors, LLC
DECREASED
Shares7,355 from 8,721
Change-1,366 (-16%)
Value$3.8M (+$519.3K)
Filed 2026-11-06
FinArc Investments, Inc.
INCREASED
Shares7,351 from 7,342
Change+9 (+0%)
Value$3.8M (+$1.0M)
Filed 2026-10-14
LongView Wealth Management
DECREASED
Shares7,340 from 7,648
Change-308 (-4%)
Value$3.8M (+$912.1K)
Filed 2026-10-19
Pettinga Financial Advisors LLC
INCREASED
Shares7,334 from 7,270
Change+64 (+1%)
Value$3.8M (+$1.0M)
Filed 2026-10-13
Idaho Trust Co
DECREASED
Shares7,323 from 7,360
Change-37 (0%)
Value$3.8M (+$1.0M)
Filed 2026-11-04
Sage Mountain Advisors LLC
DECREASED
Shares7,307 from 8,871
Change-1,564 (-18%)
Value$3.7M (+$438.7K)
Filed 2026-11-02
Live Oak Investment Partners
DECREASED
Shares7,295 from 7,338
Change-43 (-1%)
Value$3.7M (+$1.0M)
Filed 2026-10-23
Droms Strauss Advisors Inc
DECREASED
Shares7,289 from 7,351
Change-62 (-1%)
Value$3.7M (+$996.3K)
Filed 2026-11-03
Matrix Trust Co
DECREASED
Shares7,284 from 7,463
Change-179 (-2%)
Value$3.7K (+$952)
Filed 2026-10-07
Rosenberg Matthew Hamilton
DECREASED
Shares7,266 from 7,368
Change-102 (-1%)
Value$3.7M (+$978.4K)
Filed 2026-10-05
Alhambra Investment Management LLC
DECREASED
Shares7,266 from 7,325
Change-59 (-1%)
Value$3.7M (+$994.3K)
Filed 2026-10-15
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares7,258 from 5,724
Change+1,534 (+27%)
Value$3.7M (+$1.6M)
Filed 2026-10-16
MN Wealth Advisors, LLC
DECREASED
Shares7,255 from 8,814
Change-1,559 (-18%)
Value$3.7M (+$433.5K)
Filed 2026-10-23
Onyx Financial Advisors, LLC
INCREASED
Shares7,248 from 7,235
Change+13 (+0%)
Value$3.7M (+$1.0M)
Filed 2026-10-21
Kazazian Asset Management, LLC
DECREASED
Shares7,246 from 9,796
Change-2,550 (-26%)
Value$3.7M (+$62.4K)
Filed 2026-11-02
BOS Asset Management, LLC
DECREASED
Shares7,231 from 7,339
Change-108 (-1%)
Value$3.7M (+$971.2K)
Filed 2026-10-09
Innova Wealth Partners
INCREASED
Shares7,223 from 6,874
Change+349 (+5%)
Value$3.7M (+$1.1M)
Filed 2026-10-21
First National Bank Sioux Falls
DECREASED
Shares7,222 from 7,384
Change-162 (-2%)
Value$3.7M (+$601.0K)
Filed 2026-10-13
Donoghue Forlines LLC
NEW
Shares7,209
Change+7,209
Value$3.7M
Filed 2026-11-02
Willow Creek Wealth Management Inc.
INCREASED
Shares7,198 from 7,195
Change+3 (+0%)
Value$3.7M (+$1.0M)
Filed 2026-10-26
Total Wealth Planning & Management, Inc.
DECREASED
Shares7,191 from 7,301
Change-110 (-2%)
Value$3.7M (+$965.0K)
Filed 2026-10-23
Plan A Wealth LLC
INCREASED
Shares7,187 from 7,066
Change+121 (+2%)
Value$3.7M (+$1.1M)
Filed 2026-10-08
Berkshire Money Management, Inc.
NEW
Shares7,175
Change+7,175
Value$3.7M
Filed 2026-10-21
Wincap Financial LLC
INCREASED
Shares7,170 from 6,630
Change+540 (+8%)
Value$3.7M (+$1.2M)
Filed 2026-10-20
Security Financial Services, Inc.
INCREASED
Shares7,168 from 6,867
Change+301 (+4%)
Value$3.7M (+$1.1M)
Filed 2026-10-29
Atlas Private Wealth Advisors
INCREASED
Shares7,141 from 6,384
Change+757 (+12%)
Value$3.7M (+$1.3M)
Filed 2026-10-23
Mainsail Asset Management, LLC
DECREASED
Shares7,132 from 7,423
Change-291 (-4%)
Value$3.8M (+$851.5K)
Filed 2026-10-14
Connective Portfolio Management, LLC
INCREASED
Shares7,124 from 5,024
Change+2,100 (+42%)
Value$3.7M (+$1.8M)
Filed 2026-10-22
Deseret Mutual Benefit Administrators
INCREASED
Shares7,119 from 6,909
Change+210 (+3%)
Value$3.7M (+$1.1M)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
DECREASED
Shares7,116 from 7,233
Change-117 (-2%)
Value$3.6M (+$951.9K)
Filed 2026-10-27
Clarus Wealth Advisors
DECREASED
Shares7,111 from 8,087
Change-976 (-12%)
Value$3.8M (+$704.6K)
Filed 2026-10-13
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares7,095 from 7,929
Change-834 (-11%)
Value$3.6M (+$681.3K)
Filed 2026-10-29
Washburn Capital Management, Inc.
DECREASED
Shares7,090 from 7,362
Change-272 (-4%)
Value$3.6M (+$890.6K)
Filed 2026-10-19
Mainstream Capital Management LLC
INCREASED
Shares7,075 from 5,398
Change+1,677 (+31%)
Value$3.6M (+$1.6M)
Filed 2026-10-23
Armor Investment Advisors, LLC
DECREASED
Shares7,063 from 7,164
Change-101 (-1%)
Value$3.6M (+$950.0K)
Filed 2026-10-27
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares7,042 from 6,547
Change+495 (+8%)
Value$3.6M (+$1.2M)
Filed 2026-10-14
Financial Management Professionals, Inc.
INCREASED
Shares7,034 from 6,753
Change+281 (+4%)
Value$3.6M (+$1.1M)
Filed 2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares7,029 from 7,041
Change-12 (0%)
Value$3.6M (+$978.6K)
Filed 2026-10-15
Encompass More Asset Management
DECREASED
Shares7,021 from 8,106
Change-1,085 (-13%)
Value$3.6M (+$577.1K)
Filed 2026-10-16
Macroview Investment Management LLC
INCREASED
Shares7,007 from 6,622
Change+385 (+6%)
Value$3.6M (+$1.1M)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares6,994 from 6,994
Change0 (0%)
Value$3.6M (+$978.3K)
Filed 2026-10-27
Towercrest Capital Management
DECREASED
Shares6,984 from 7,017
Change-33 (0%)
Value$3.6M (+$964.7K)
Filed 2026-10-23
Renasant Bank
DECREASED
Shares6,975 from 7,129
Change-154 (-2%)
Value$3.6M (+$918.2K)
Filed 2026-11-05
Chiron Capital Management, LLC
DECREASED
Shares6,962 from 10,671
Change-3,709 (-35%)
Value$3.6M (-$409.7K)
Filed 2026-10-15
St. Louis Financial Planners Asset Management, LLC
NEW
Shares6,949
Change+6,949
Value$3.5M
Filed 2026-10-16
FF Advisors,LLC
INCREASED
Shares6,941 from 6,724
Change+217 (+3%)
Value$3.6M (+$1.1M)
Filed 2026-10-21
Archvest Wealth Advisors, Inc.
INCREASED
Shares6,935 from 6,481
Change+454 (+7%)
Value$3.6M (+$1.1M)
Filed 2026-10-29
National Wealth Management Group, LLC
DECREASED
Shares6,934 from 8,332
Change-1,398 (-17%)
Value$3.6M (+$448.4K)
Filed 2026-10-26
Koa Wealth Management, LLC
INCREASED
Shares6,922 from 4,832
Change+2,090 (+43%)
Value$3.6M (+$1.7M)
Filed 2026-10-14
Andrews Advisory Associates, LLC
DECREASED
Shares6,914 from 6,933
Change-19 (0%)
Value$3.5M (+$959.7K)
Filed 2026-10-15
Dixon Fnancial Services, Inc.
UNCHANGED
Shares6,906 from 6,906
Change0 (0%)
Value$3.5M (+$966.0K)
Filed 2026-10-23
Davis Capital Management
DECREASED
Shares6,902 from 7,428
Change-526 (-7%)
Value$3.5M (+$769.3K)
Filed 2026-10-08
Carter Financial Group, Inc.
DECREASED
Shares6,900 from 6,918
Change-18 (0%)
Value$3.5M (+$958.5K)
Filed 2026-10-21
Verus Financial Partners, Inc.
INCREASED
Shares6,881 from 5,498
Change+1,383 (+25%)
Value$3.5M (+$1.5M)
Filed 2026-10-29
Schorn Wealth LLC
INCREASED
Shares6,858 from 6,829
Change+29 (+0%)
Value$3.5M (+$970.4K)
Filed 2026-10-14
Cannon Financial Strategists, Inc.
UNCHANGED
Shares6,831 from 6,831
Change0 (0%)
Value$3.5M (+$955.6K)
Filed 2026-10-19
Investment Insight Wealth Management, LLC
DECREASED
Shares6,817 from 6,820
Change-3 (0%)
Value$3.5M (+$952.4K)
Filed 2026-10-30
Optivise Advisory Services LLC
INCREASED
Shares6,806 from 6,453
Change+353 (+5%)
Value$3.5M (+$1.1M)
Filed 2026-10-19
Paladin Wealth, LLC
DECREASED
Shares6,798 from 6,931
Change-133 (-2%)
Value$3.5M (+$901.3K)
Filed 2026-10-23
Advisortrust Partners, LLC
INCREASED
Shares6,796 from 6,256
Change+540 (+9%)
Value$3.5M (+$1.2M)
Filed 2026-11-02
15 Wealth Advisors LLC
NEW
Shares6,795
Change+6,795
Value$3.5M
Filed 2026-10-14
Vivid Wealth Management, LLC
DECREASED
Shares6,791 from 6,845
Change-54 (-1%)
Value$3.5M (+$930.0K)
Filed 2026-10-27
BXM Wealth LLC
INCREASED
Shares6,785 from 6,588
Change+197 (+3%)
Value$3.5M (+$1.0M)
Filed 2026-11-03
GEM Asset Management, LLC
DECREASED
Shares6,782 from 7,812
Change-1,030 (-13%)
Value$3.5M (+$564.7K)
Filed 2026-10-13
Client 1ST Advisory Group, LLC
INCREASED
Shares6,773 from 6,487
Change+286 (+4%)
Value$3.5M (+$1.1M)
Filed 2026-10-19
MPS Loria Financial Planners, LLC
INCREASED
Shares6,763 from 6,567
Change+196 (+3%)
Value$3.5M (+$1.0M)
Filed 2026-10-14
Cooper S Advisors, LLC
INCREASED
Shares6,762 from 6,389
Change+373 (+6%)
Value$3.5M (+$1.1M)
Filed 2026-11-03
Triad Investment Management
INCREASED
Shares6,761 from 6,635
Change+126 (+2%)
Value$3.5M (+$992.7K)
Filed 2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW
Shares6,743
Change+6,743
Value$3.5M
Filed 2026-10-15
Legacy Wealth Partners, LLC
INCREASED
Shares6,738 from 6,606
Change+132 (+2%)
Value$3.5M (+$991.6K)
Filed 2026-10-15
Kennon-Green & Company, LLC
INCREASED
Shares6,724 from 6,720
Change+4 (+0%)
Value$3.4M (+$942.0K)
Filed 2026-10-05
Rhodes Investment Advisors Inc
INCREASED
Shares6,714 from 6,535
Change+179 (+3%)
Value$3.4M (+$1.0M)
Filed 2026-10-07
Power Wealth Management LLC
INCREASED
Shares6,708 from 6,599
Change+109 (+2%)
Value$3.4M (+$979.0K)
Filed 2026-10-27
MBM Wealth Consultants, LLC
INCREASED
Shares6,688 from 6,364
Change+324 (+5%)
Value$3.4M (+$1.1M)
Filed 2026-10-20
S. R. Schill & Associates
INCREASED
Shares6,664 from 6,663
Change+1 (+0%)
Value$3.4M (+$932.2K)
Filed 2026-10-20
Selective Wealth Management, Inc.
INCREASED
Shares6,659 from 5,205
Change+1,454 (+28%)
Value$3.6M (+$1.5M)
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED
Shares6,658 from 6,331
Change+327 (+5%)
Value$3.4M (+$1.1M)
Filed 2026-10-16
KFA Private Wealth Group, LLC
INCREASED
Shares6,645 from 6,572
Change+73 (+1%)
Value$3.4M (+$956.5K)
Filed 2026-10-07
KG Capital Management
INCREASED
Shares6,640 from 6,537
Change+103 (+2%)
Value$3.4M (+$967.2K)
Filed 2026-10-15
Gill Capital Partners, LLC
DECREASED
Shares6,634 from 7,098
Change-464 (-7%)
Value$3.4M (+$755.1K)
Filed 2026-10-13
Syntax Research, Inc.
DECREASED
Shares6,629 from 6,845
Change-216 (-3%)
Value$3.4M (+$846.7K)
Filed 2026-11-04
Tributary Capital Management, LLC
UNCHANGED
Shares6,618 from 6,618
Change0 (0%)
Value$3.4M (+$925.7K)
Filed 2026-10-28
Arlington Financial Advisors, LLC
INCREASED
Shares6,617 from 6,572
Change+45 (+1%)
Value$3.4M (+$942.4K)
Filed 2026-10-19
AK Global Asset Management, LLC
UNCHANGED
Shares6,610 from 6,610
Change0 (0%)
Value$3.4M (+$924.6K)
Filed 2026-10-27
Three Seasons Wealth, LLC
DECREASED
Shares6,608 from 86,823
Change-80,215 (-92%)
Value$3.4M (-$29.0M)
Filed 2026-11-03
Crumly & Associates Inc.
INCREASED
Shares6,597 from 5,933
Change+664 (+11%)
Value$3.4M (+$1.2M)
Filed 2026-10-07
LVZ, Inc.
INCREASED
Shares6,590 from 6,340
Change+250 (+4%)
Value$3.4M (+$1.0M)
Filed 2026-10-20
Kennedy Investment Group, Inc.
DECREASED
Shares6,583 from 6,590
Change-7 (0%)
Value$3.4M (+$918.6K)
Filed 2026-10-21
Quantum Financial Planning Services, Inc.
INCREASED
Shares6,582 from 4,701
Change+1,881 (+40%)
Value$3.4M (+$1.6M)
Filed 2026-10-14
Jefferson Bridge Capital, LLC
UNCHANGED
Shares6,564 from 6,564
Change0 (0%)
Value$3.4M (+$918.2K)
Filed 2026-11-06
ADE, LLC
INCREASED
Shares6,558 from 6,557
Change+1 (+0%)
Value$3.4M (+$917.7K)
Filed 2026-10-29
Level Wealth Management LLC
INCREASED
Shares6,550 from 5,471
Change+1,079 (+20%)
Value$3.4M (+$1.3M)
Filed 2026-10-23
Willis Johnson Wealth, Inc.
INCREASED
Shares6,550 from 5,763
Change+787 (+14%)
Value$3.4M (+$1.2M)
Filed 2026-11-03
Iron Financial LLC
INCREASED
Shares6,543 from 6,390
Change+153 (+2%)
Value$3.4M (+$971.9K)
Filed 2026-10-23
Johnson Financial Group, LLC
DECREASED
Shares6,542 from 18,209
Change-11,667 (-64%)
Value$3.4M (-$3.4M)
Filed 2026-11-03
Johnson & White Wealth Management, LLC
INCREASED
Shares6,519 from 6,425
Change+94 (+1%)
Value$3.3M (+$946.9K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
DECREASED
Shares6,505 from 6,643
Change-138 (-2%)
Value$3.3M (+$858.4K)
Filed 2026-10-07
DCF Advisers, LLC
DECREASED
Shares6,500 from 9,725
Change-3,225 (-33%)
Value$3.3M (-$293.8K)
Filed 2026-11-04
Kaizen Financial Strategies
DECREASED
Shares6,499 from 6,701
Change-202 (-3%)
Value$3.3M (+$758.4K)
Filed 2026-10-09
Brooklyn FI, LLC
INCREASED
Shares6,494 from 1,502
Change+4,992 (+332%)
Value$3.6M (+$3.0M)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares6,488
Change+6,488
Value$3.3M
Filed 2026-10-09
MBA Advisors LLC
DECREASED
Shares6,473 from 7,099
Change-626 (-9%)
Value$3.3M (+$671.9K)
Filed 2026-10-29
Stordahl Capital Management, Inc.
DECREASED
Shares6,469 from 6,676
Change-207 (-3%)
Value$3.3M (+$827.7K)
Filed 2026-10-22
BCS Wealth Management
DECREASED
Shares6,468 from 6,651
Change-183 (-3%)
Value$3.3M (+$836.6K)
Filed 2026-11-03
Focus Wealth Advisors, LLC
DECREASED
Shares6,459 from 6,520
Change-61 (-1%)
Value$3.3M (+$880.7K)
Filed 2026-10-14
Capstone Wealth Management Group, Inc.
INCREASED
Shares6,455 from 6,202
Change+253 (+4%)
Value$3.3M (+$997.5K)
Filed 2026-10-19
Tandem Investment Partners LLC
DECREASED
Shares6,452 from 6,526
Change-74 (-1%)
Value$3.3M (+$874.9K)
Filed 2026-10-16
Lakeshore Capital Group, Inc.
INCREASED
Shares6,450 from 6,015
Change+435 (+7%)
Value$3.3M (+$1.1M)
Filed 2026-10-20
Miller Financial Services LLC
INCREASED
Shares6,405 from 5,403
Change+1,002 (+19%)
Value$3.3M (+$1.3M)
Filed 2026-10-20
Three Bridge Wealth Advisors, LLC
INCREASED
Shares6,402 from 6,228
Change+174 (+3%)
Value$3.3M (+$960.4K)
Filed 2026-11-05
Doliver Advisors, LP
DECREASED
Shares6,386 from 6,476
Change-90 (-1%)
Value$3.3M (+$859.7K)
Filed 2026-10-01
Tlwm
INCREASED
Shares6,378 from 6,353
Change+25 (+0%)
Value$3.3M (+$901.5K)
Filed 2026-10-09
Investmark Advisory Group LLC
INCREASED
Shares6,359 from 5,477
Change+882 (+16%)
Value$3.3M (+$1.2M)
Filed 2026-10-27
IFG Advisors, LLC
INCREASED
Shares6,357 from 6,335
Change+22 (+0%)
Value$3.3M (+$897.6K)
Filed 2026-10-15
Pathway Wealth Management LLC
DECREASED
Shares6,355 from 6,375
Change-20 (0%)
Value$3.3M (+$881.5K)
Filed 2026-10-19
Junk Investment Group, LLC
INCREASED
Shares6,351 from 6,203
Change+148 (+2%)
Value$3.3M (+$943.6K)
Filed 2026-10-19
Donalies Financial Planning, LLC
INCREASED
Shares6,347 from 6,341
Change+6 (+0%)
Value$3.3M (+$890.0K)
Filed 2026-10-19
Lynx Investment Advisory
DECREASED
Shares6,342 from 10,257
Change-3,915 (-38%)
Value$3.3M (-$573.6K)
Filed 2026-10-27
Redwood Family Wealth LLC
INCREASED
Shares6,339 from 6,247
Change+92 (+1%)
Value$3.3M (+$920.7K)
Filed 2026-10-20
Meadowbrook Wealth Management, LLC
INCREASED
Shares6,336 from 6,091
Change+245 (+4%)
Value$3.2M (+$977.7K)
Filed 2026-10-08
Rezny Wealth Management, Inc.
INCREASED
Shares6,335 from 6,141
Change+194 (+3%)
Value$3.2M (+$958.6K)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
INCREASED
Shares6,327 from 5,727
Change+600 (+10%)
Value$3.2M (+$1.1M)
Filed 2026-11-03
Copper Harbor Investment Advisors, LLC
DECREASED
Shares6,320 from 6,517
Change-197 (-3%)
Value$3.2M (+$810.5K)
Filed 2026-10-16
Ted Buchan & Co
DECREASED
Shares6,306 from 6,793
Change-487 (-7%)
Value$3.2M (+$700.8K)
Filed 2026-10-23
WPG Advisers, LLC
INCREASED
Shares6,306 from 6,128
Change+178 (+3%)
Value$3.2M (+$948.6K)
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
DECREASED
Shares6,306 from 6,414
Change-108 (-2%)
Value$3.2M (+$841.8K)
Filed 2026-11-02
Pathway Financial Advisors LLC
DECREASED
Shares6,302 from 6,745
Change-443 (-7%)
Value$3.2M (+$598.5K)
Filed 2026-10-07
Cascade Investment Group, Inc.
DECREASED
Shares6,300 from 6,325
Change-25 (0%)
Value$3.2M (+$871.9K)
Filed 2026-10-13
Legacy Financial Group, Inc.
INCREASED
Shares6,299 from 5,880
Change+419 (+7%)
Value$3.2M (+$1.0M)
Filed 2026-10-21
Voisard Asset Management Group, Inc.
INCREASED
Shares6,291 from 5,336
Change+955 (+18%)
Value$3.2M (+$1.2M)
Filed 2026-10-13
Corrado Advisors, LLC
INCREASED
Shares6,280 from 6,257
Change+23 (+0%)
Value$3.2M (+$887.4K)
Filed 2026-10-27
Tarbox Family Office, Inc.
INCREASED
Shares6,271 from 6,033
Change+238 (+4%)
Value$3.2M (+$966.0K)
Filed 2026-10-23
Mindset Wealth Management, LLC
INCREASED
Shares6,270 from 6,262
Change+8 (+0%)
Value$3.2M (+$880.3K)
Filed 2026-10-19
Inspirion Wealth Advisors, LLC
DECREASED
Shares6,269 from 6,271
Change-2 (0%)
Value$3.2M (+$805.8K)
Filed 2026-10-09
Cpwa, LLC
INCREASED
Shares6,261 from 6,011
Change+250 (+4%)
Value$3.4M (+$1.1M)
Filed 2026-11-04
Alliance Wealth Management Group
DECREASED
Shares6,259 from 6,292
Change-33 (-1%)
Value$3.2M (+$863.3K)
Filed 2026-10-29
DecisionPoint Financial, LLC
DECREASED
Shares6,259 from 6,272
Change-13 (0%)
Value$3.2M (+$799.6K)
Filed 2026-10-27
Shelton Wealth Management, LLC
INCREASED
Shares6,256 from 5,363
Change+893 (+17%)
Value$3.2M (+$1.2M)
Filed 2026-10-16
KFG Wealth Management, LLC
DECREASED
Shares6,245 from 7,328
Change-1,083 (-15%)
Value$3.2M (+$469.7K)
Filed 2026-10-16
Shira Ridge Wealth Management
DECREASED
Shares6,244 from 6,384
Change-140 (-2%)
Value$3.2M (+$820.9K)
Filed 2026-10-09
Hummer Financial Advisory Services Inc
UNCHANGED
Shares6,243 from 6,243
Change0 (0%)
Value$3.2M (+$873.3K)
Filed 2026-10-09
Elevated Capital Advisors, LLC
DECREASED
Shares6,220 from 13,211
Change-6,991 (-53%)
Value$3.2M (-$1.7M)
Filed 2026-11-04
Center for Wealth Management Advisory
INCREASED
Shares6,219 from 5,734
Change+485 (+8%)
Value$3.2M (+$1.1M)
Filed 2026-10-23
LFA - Lugano Financial Advisors SA
DECREASED
Shares6,208 from 6,604
Change-396 (-6%)
Value$3.2M (+$771.0K)
Filed 2026-11-03
Nautilus Advisors LLC
INCREASED
Shares6,205 from 6,090
Change+115 (+2%)
Value$3.2M (+$837.6K)
Filed 2026-10-07
AWM Capital, LLC
INCREASED
Shares6,198 from 4,531
Change+1,667 (+37%)
Value$3.2M (+$1.5M)
Filed 2026-10-16
Evansbrook LLC
INCREASED
Shares6,191 from 6,008
Change+183 (+3%)
Value$3.2M (+$934.6K)
Filed 2026-10-16
Watershed Private Wealth LLC
INCREASED
Shares6,184 from 3,851
Change+2,333 (+61%)
Value$3.2M (+$1.7M)
Filed 2026-10-30
Sun Group Wealth Partners
INCREASED
Shares6,179 from 6,098
Change+81 (+1%)
Value$3.2M (+$894.6K)
Filed 2026-10-26
Bell Investment Advisors, Inc
INCREASED
Shares6,173 from 5,461
Change+712 (+13%)
Value$3.2M (+$1.1M)
Filed 2026-10-29
Broadway Wealth Solutions, Inc.
DECREASED
Shares6,163 from 6,186
Change-23 (0%)
Value$3.2M (+$853.8K)
Filed 2026-10-21
Hopwood Financial Services, Inc.
DECREASED
Shares6,157 from 6,366
Change-209 (-3%)
Value$3.2M (+$783.3K)
Filed 2026-10-29
Avion Wealth
INCREASED
Shares6,156 from 5,927
Change+229 (+4%)
Value$3.2K (-$2.2M)
Filed 2026-11-04
Landmark Wealth Management, LLC
DECREASED
Shares6,152 from 6,430
Change-278 (-4%)
Value$3.2M (+$756.7K)
Filed 2026-11-03
ARK & TLK Investments, LLC
DECREASED
Shares6,140 from 6,513
Change-373 (-6%)
Value$3.1M (+$719.7K)
Filed 2026-10-20
Tennessee Valley Asset Management Partners
DECREASED
Shares6,135 from 6,235
Change-100 (-2%)
Value$3.1M (+$821.1K)
Filed 2026-11-03
Latitude Advisors, LLC
INCREASED
Shares6,126 from 5,843
Change+283 (+5%)
Value$3.1M (+$962.7K)
Filed 2026-10-27
Neumann Capital Management, LLC
INCREASED
Shares6,122 from 6,042
Change+80 (+1%)
Value$3.1M (+$886.2K)
Filed 2026-10-15
Blackston Financial Advisory Group, LLC
INCREASED
Shares6,120 from 5,981
Change+139 (+2%)
Value$3.1M (+$907.9K)
Filed 2026-11-04
Peoples Bank
DECREASED
Shares6,112 from 6,160
Change-48 (-1%)
Value$3.1M (+$837.1K)
Filed 2026-10-26
Bdfs Capital LLC
INCREASED
Shares6,104 from 5,794
Change+310 (+5%)
Value$3.1M (+$969.2K)
Filed 2026-10-14
Pacific Park Financial, Inc.
DECREASED
Shares6,099 from 7,136
Change-1,037 (-15%)
Value$3.1M (+$466.3K)
Filed 2026-10-13
Financial Harvest, LLC
INCREASED
Shares6,096 from 5,475
Change+621 (+11%)
Value$3.1M (+$1.1M)
Filed 2026-10-15
Retirement Guys Formula LLC
INCREASED
Shares6,092 from 6,074
Change+18 (+0%)
Value$3.1M (+$859.0K)
Filed 2026-10-26
Cortland Associates Inc
DECREASED
Shares6,086 from 6,102
Change-16 (0%)
Value$3.1M (+$846.0K)
Filed 2026-10-29
Merrion Investment Management Co, LLC
DECREASED
Shares6,065 from 6,165
Change-100 (-2%)
Value$3.1M (+$811.1K)
Filed 2026-10-16
Palacios Wealth Management, LLC
INCREASED
Shares6,059 from 6,030
Change+29 (+0%)
Value$3.1M (+$858.4K)
Filed 2026-11-04
Avail Investment Partners, LLC
INCREASED
Shares6,056 from 5,648
Change+408 (+7%)
Value$3.1M (+$998.9K)
Filed 2026-10-16
IronOak Wealth Llc.
NEW
Shares6,044
Change+6,044
Value$3.1M
Filed 2026-11-06
Catalyst Private Wealth, LLC
INCREASED
Shares6,042 from 5,745
Change+297 (+5%)
Value$3.1M (+$955.9K)
Filed 2026-10-13
Cravens & Co Advisors, LLC
INCREASED
Shares6,042 from 5,865
Change+177 (+3%)
Value$3.1M (+$911.2K)
Filed 2026-10-16
Connecticut Capital Management Group, LLC
INCREASED
Shares6,042 from 5,901
Change+141 (+2%)
Value$3.1M (+$897.8K)
Filed 2026-10-29
Hickory Point Bank & Trust
DECREASED
Shares6,038 from 6,116
Change-78 (-1%)
Value$3.1M (+$815.5K)
Filed 2026-10-01
Shepherd Street Advisors LLC
INCREASED
Shares6,028 from 5,899
Change+129 (+2%)
Value$3.2M (+$891.6K)
Filed 2026-10-21
Shah Wealth Advisors, LLC
INCREASED
Shares6,027 from 3,692
Change+2,335 (+63%)
Value$3.1M (+$1.7M)
Filed 2026-11-06
Gilpin Wealth Management, LLC
INCREASED
Shares6,018 from 5,478
Change+540 (+10%)
Value$3.1M (+$1.0M)
Filed 2026-10-09
Wiser Wealth Management, Inc
INCREASED
Shares6,009 from 5,369
Change+640 (+12%)
Value$3.1M (+$1.1M)
Filed 2026-10-14
Grant Street Asset Management, Inc.
INCREASED
Shares6,004 from 5,906
Change+98 (+2%)
Value$3.1M (+$876.5K)
Filed 2026-10-26
Viking Fund Management LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$3.1M (+$839.3K)
Filed 2026-10-14
Warburton Capital Management, LLC
INCREASED
Shares5,989 from 5,584
Change+405 (+7%)
Value$3.1M (+$1.0M)
Filed 2026-11-06
Partnership Wealth Management, LLC
DECREASED
Shares5,978 from 6,055
Change-77 (-1%)
Value$3.1M (+$807.5K)
Filed 2026-10-05
Nolet Wealth Management, LLC
INCREASED
Shares5,959 from 5,586
Change+373 (+7%)
Value$3.1M (+$972.7K)
Filed 2026-10-15
Atlas Wealth Partners, LLC
INCREASED
Shares5,949 from 5,724
Change+225 (+4%)
Value$3.1M (+$916.1K)
Filed 2026-11-03
Prairiewood Capital, LLC
DECREASED
Shares5,943 from 6,137
Change-194 (-3%)
Value$3.0M (+$758.9K)
Filed 2026-10-16
Elevated Private Wealth, LLC
INCREASED
Shares5,934 from 5,921
Change+13 (+0%)
Value$3.0M (+$835.0K)
Filed 2026-10-15
Private Wealth Management Group, LLC
INCREASED
Shares5,930 from 5,690
Change+240 (+4%)
Value$3.0M (+$918.7K)
Filed 2026-10-19
Discipline Wealth Solutions, LLC
DECREASED
Shares5,900 from 5,904
Change-4 (0%)
Value$3.0M (+$824.1K)
Filed 2026-10-14
Hoge Financial Services, LLC
DECREASED
Shares5,891 from 7,024
Change-1,133 (-16%)
Value$3.0M (+$401.6K)
Filed 2026-11-05
TFB Advisors LLC
INCREASED
Shares5,882 from 5,722
Change+160 (+3%)
Value$3.0M (+$882.5K)
Filed 2026-11-02
Entrewealth, LLC
INCREASED
Shares5,865 from 5,098
Change+767 (+15%)
Value$3.0M (+$460.2K)
Filed 2026-10-14
Stonekeep Investments, LLC
UNCHANGED
Shares5,861 from 5,861
Change0 (0%)
Value$3.0M (+$3.0M)
Filed 2026-10-15
MKT Advisors LLC
DECREASED
Shares5,850 from 7,651
Change-1,801 (-24%)
Value$3.1M (+$82.4K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
INCREASED
Shares5,847 from 4,632
Change+1,215 (+26%)
Value$3.0M (+$1.3M)
Filed 2026-11-03
Heritage Investment Group, Inc.
INCREASED
Shares5,844 from 5,824
Change+20 (+0%)
Value$3.0M (+$824.9K)
Filed 2026-11-03
Tannin Capital LLC
DECREASED
Shares5,843 from 6,911
Change-1,068 (-15%)
Value$3.0M (+$419.1K)
Filed 2026-11-05
McNaughton Wealth Management, LLC
DECREASED
Shares5,841 from 5,851
Change-10 (0%)
Value$3.0M (+$813.3K)
Filed 2026-10-09
Carlson Financial, Inc.
INCREASED
Shares5,825 from 5,807
Change+18 (+0%)
Value$3.0M (+$819.8K)
Filed 2026-11-05
Orgel Wealth Management, LLC
INCREASED
Shares5,813 from 5,521
Change+292 (+5%)
Value$3.0M (+$922.0K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
INCREASED
Shares5,797 from 5,129
Change+668 (+13%)
Value$3.0M (+$1.1M)
Filed 2026-10-20
Cherrydale Wealth Management, LLC
INCREASED
Shares5,794 from 5,746
Change+48 (+1%)
Value$3.0M (+$828.2K)
Filed 2026-10-20
Cardinal Strategic Wealth Guidance
DECREASED
Shares5,794 from 5,837
Change-43 (-1%)
Value$3.0M (+$794.4K)
Filed 2026-11-02
Reston Wealth Management LLC
DECREASED
Shares5,790 from 5,870
Change-80 (-1%)
Value$3.0M (+$780.0K)
Filed 2026-10-29
Diversified Portfolios, Inc.
INCREASED
Shares5,769 from 5,629
Change+140 (+2%)
Value$3.0M (+$858.8K)
Filed 2026-11-04
Karras Company, Inc.
NEW
Shares5,762
Change+5,762
Value$3.0M
Filed 2026-10-16
AtlasMark Financial, Inc
UNCHANGED
Shares5,761 from 5,761
Change0 (0%)
Value$3.0M (+$805.8K)
Filed 2026-10-13
Planned Solutions, Inc.
INCREASED
Shares5,758 from 5,652
Change+106 (+2%)
Value$3.0M (+$844.9K)
Filed 2026-10-19
Kraft, Davis & Associates, LLC
INCREASED
Shares5,756 from 5,202
Change+554 (+11%)
Value$3.1M (+$1.1M)
Filed 2026-10-21
Genesis Private Wealth, LLC
INCREASED
Shares5,749 from 5,449
Change+300 (+6%)
Value$2.9M (+$916.1K)
Filed 2026-11-02
Clearwave Capital, LLC
DECREASED
Shares5,741 from 12,742
Change-7,001 (-55%)
Value$2.9M (-$1.8M)
Filed 2026-10-27
Capstone Wealth Management, LLC
INCREASED
Shares5,739 from 4,120
Change+1,619 (+39%)
Value$2.9M (+$1.4M)
Filed 2026-11-02
Meriwether Wealth & Planning, LLC
DECREASED
Shares5,735 from 5,809
Change-74 (-1%)
Value$2.9M (+$774.6K)
Filed 2026-10-13
A. D. Beadell Investment Counsel, Inc.
INCREASED
Shares5,713 from 5,710
Change+3 (+0%)
Value$2.9K (+$801)
Filed 2026-10-14
Acima Private Wealth, LLC
UNCHANGED
Shares5,697 from 5,697
Change0 (0%)
Value$2.9M (+$796.9K)
Filed 2026-10-05
Collective Family Office LLC
DECREASED
Shares5,687 from 5,884
Change-197 (-3%)
Value$2.9M (+$722.0K)
Filed 2026-10-05
Wisconsin Wealth Advisors, LLC
INCREASED
Shares5,674 from 5,665
Change+9 (+0%)
Value$2.9M (+$797.2K)
Filed 2026-10-08
Coquina Private Wealth LLC
DECREASED
Shares5,662 from 5,874
Change-212 (-4%)
Value$2.9M (+$712.9K)
Filed 2026-10-27
Creative Capital Management Investments LLC
INCREASED
Shares5,662 from 5,490
Change+172 (+3%)
Value$2.9M (+$856.5K)
Filed 2026-10-28
Apex Wealth Management, LLC
DECREASED
Shares5,651 from 5,714
Change-63 (-1%)
Value$2.9M (+$767.1K)
Filed 2026-10-20
Magnolia Capital Management LTD
DECREASED
Shares5,645 from 6,450
Change-805 (-12%)
Value$2.9K (+$489)
Filed 2026-10-09
Creekside Partners
DECREASED
Shares5,637 from 5,715
Change-78 (-1%)
Value$2.9M (+$759.6K)
Filed 2026-11-04
Sentinel Pension Advisors, LLC
INCREASED
Shares5,633 from 4,376
Change+1,257 (+29%)
Value$2.9M (+$1.2M)
Filed 2026-11-02
Littlejohn Financial Services, Inc.
DECREASED
Shares5,630 from 6,188
Change-558 (-9%)
Value$2.9M (+$579.5K)
Filed 2026-11-06
Instrumental Wealth, LLC
INCREASED
Shares5,622 from 5,541
Change+81 (+1%)
Value$2.9M (+$816.7K)
Filed 2026-10-20
Pachira Investments Inc.
DECREASED
Shares5,620 from 5,717
Change-97 (-2%)
Value$2.9M (+$749.8K)
Filed 2026-10-14
Lipe & Dalton
DECREASED
Shares5,603 from 5,653
Change-50 (-1%)
Value$2.9K (+$765)
Filed 2026-10-15
TriaGen Wealth Management LLC
DECREASED
Shares5,590 from 5,779
Change-189 (-3%)
Value$2.9M (+$711.6K)
Filed 2026-10-14
Cathy Pareto & Associates, Inc
INCREASED
Shares5,590 from 5,544
Change+46 (+1%)
Value$2.9M (+$799.6K)
Filed 2026-10-15
Centerpoint Advisory Group
INCREASED
Shares5,590 from 5,560
Change+30 (+1%)
Value$2.9M (+$793.1K)
Filed 2026-10-23
Bayban
UNCHANGED
Shares5,587 from 5,587
Change0 (0%)
Value$2.1M ($0)
Filed 2026-11-05
Three Magnolias Financial Advisors, LLC
DECREASED
Shares5,578 from 6,965
Change-1,387 (-20%)
Value$2.9M (+$262.7K)
Filed 2026-10-14
Comprehensive Wealth Management, LLC
INCREASED
Shares5,577 from 4,765
Change+812 (+17%)
Value$2.9M (+$1.1M)
Filed 2026-11-02
Ballast Rock Private Wealth LLC
DECREASED
Shares5,566 from 5,590
Change-24 (0%)
Value$2.9M (+$769.4K)
Filed 2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares5,564 from 5,871
Change-307 (-5%)
Value$2.9M (+$663.8K)
Filed 2026-10-16
Taylor Securities Services, Inc.
INCREASED
Shares5,562 from 5,489
Change+73 (+1%)
Value$2.9M (+$805.2K)
Filed 2026-10-20
RS Crum Inc.
DECREASED
Shares5,540 from 5,780
Change-240 (-4%)
Value$2.8M (+$685.4K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
DECREASED
Shares5,539 from 5,583
Change-44 (-1%)
Value$2.8M (+$759.0K)
Filed 2026-11-05
MFA Wealth Services
INCREASED
Shares5,531 from 5,465
Change+66 (+1%)
Value$2.8M (+$798.0K)
Filed 2026-10-14
Sage Investment Counsel LLC
INCREASED
Shares5,528 from 5,423
Change+105 (+2%)
Value$2.8M (+$812.6K)
Filed 2026-10-26
Old Peak Finance LLC
INCREASED
Shares5,519 from 4,583
Change+936 (+20%)
Value$2.8M (+$1.1M)
Filed 2026-11-02
Code Waechter LLC
INCREASED
Shares5,505 from 5,343
Change+162 (+3%)
Value$2.8M (+$830.5K)
Filed 2026-10-23
Wellington Shields Capital Management, LLC
DECREASED
Shares5,500 from 107,830
Change-102,330 (-95%)
Value$2.8M (-$37.4M)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares5,500 from 69,498
Change-63,998 (-92%)
Value$2.8M (-$23.1M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$2.8M (+$769.3K)
Filed 2026-11-03
Stone Wealth Partners
INCREASED
Shares5,490 from 2,721
Change+2,769 (+102%)
Value$2.8M (+$1.8M)
Filed 2026-11-05
Smith Asset Management Co., LLC
INCREASED
Shares5,473 from 5,066
Change+407 (+8%)
Value$2.8M (+$917.4K)
Filed 2026-10-16
Wealth Management Nebraska
INCREASED
Shares5,465 from 5,293
Change+172 (+3%)
Value$2.8M (+$828.7K)
Filed 2026-10-26
Endowment Wealth Management, Inc.
DECREASED
Shares5,464 from 5,487
Change-23 (0%)
Value$2.8M (+$755.4K)
Filed 2026-11-03
Townsend & Associates, Inc
DECREASED
Shares5,454 from 7,075
Change-1,621 (-23%)
Value$2.9M (+$39.5K)
Filed 2026-10-23
Great Waters Wealth Management
INCREASED
Shares5,453 from 5,313
Change+140 (+3%)
Value$2.8M (+$814.9K)
Filed 2026-10-07
Capitol Family Office, Inc.
DECREASED
Shares5,451 from 5,610
Change-159 (-3%)
Value$2.8M (+$703.0K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
INCREASED
Shares5,424 from 5,255
Change+169 (+3%)
Value$2.8M (+$821.4K)
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares5,422 from 5,419
Change+3 (+0%)
Value$2.8M (+$759.4K)
Filed 2026-10-16
Lord & Richards Wealth Management, LLC
DECREASED
Shares5,406 from 5,613
Change-207 (-4%)
Value$2.8M (+$678.1K)
Filed 2026-10-14
Ulland Investment Advisors, LLC
INCREASED
Shares5,404 from 5,349
Change+55 (+1%)
Value$2.8K (+$777)
Filed 2026-10-13
Cogent Private Wealth, Inc.
DECREASED
Shares5,399 from 7,400
Change-2,001 (-27%)
Value$2.8M (+$8.7K)
Filed 2026-11-06
Financial Freedom, LLC
INCREASED
Shares5,397 from 5,393
Change+4 (+0%)
Value$2.8M (+$756.6K)
Filed 2026-11-06
Jefferies Financial Group Inc.
DECREASED
Shares5,386 from 125,660
Change-120,274 (-96%)
Value$2.8M (-$44.1M)
Filed 2026-11-05
Eads & Heald Wealth Management
DECREASED
Shares5,380 from 5,471
Change-91 (-2%)
Value$2.8M (+$718.6K)
Filed 2026-10-29
BNB Wealth Management, LLC
DECREASED
Shares5,364 from 5,371
Change-7 (0%)
Value$2.8M (+$747.9K)
Filed 2026-10-28
Langley Wealth Management, LLC
DECREASED
Shares5,356 from 5,468
Change-112 (-2%)
Value$2.7M (+$707.4K)
Filed 2026-11-04
SRH Advisors, LLC
UNCHANGED
Shares5,354 from 5,354
Change0 (0%)
Value$2.7M (+$749.0K)
Filed 2026-10-22
Cynosure Group, LLC
UNCHANGED
Shares5,349 from 5,349
Change0 (0%)
Value$2.7M (+$748.2K)
Filed 2026-11-03
Cornerstone Planning Group LLC
INCREASED
Shares5,346 from 5,285
Change+61 (+1%)
Value$2.9M (+$797.4K)
Filed 2026-10-16
Antonelli Financial Advisors, LLC
DECREASED
Shares5,326 from 5,575
Change-249 (-4%)
Value$2.7M (+$652.0K)
Filed 2026-10-13
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares5,321 from 5,101
Change+220 (+4%)
Value$2.7M (+$826.0K)
Filed 2026-10-15
Smallwood Wealth Investment Management, LLC
INCREASED
Shares5,306 from 4,913
Change+393 (+8%)
Value$2.7M (+$888.7K)
Filed 2026-10-30
Paulson Wealth Management Inc.
DECREASED
Shares5,297 from 5,664
Change-367 (-6%)
Value$2.7M (+$604.2K)
Filed 2026-11-02
Jacksonville Wealth Management, LLC
INCREASED
Shares5,280 from 4,997
Change+283 (+6%)
Value$2.7M (+$844.2K)
Filed 2026-10-30
Howard Bailey Securities, LLC
DECREASED
Shares5,276 from 6,034
Change-758 (-13%)
Value$2.7M (+$455.2K)
Filed 2026-10-27
Guided Capital Wealth Management, LLC
DECREASED
Shares5,266 from 5,648
Change-382 (-7%)
Value$2.7M (+$594.3K)
Filed 2026-10-21
Elser Financial Planning, Inc
INCREASED
Shares5,266 from 5,109
Change+157 (+3%)
Value$2.7M (+$795.2K)
Filed 2026-10-16
Sidoxia Capital Management, LLC
INCREASED
Shares5,265 from 5,155
Change+110 (+2%)
Value$2.7M (+$777.3K)
Filed 2026-10-28
Cornerstone National Bank & Trust Co
INCREASED
Shares5,258 from 4,867
Change+391 (+8%)
Value$2.7M (+$826.0K)
Filed 2026-10-20
Denver PWM, LLC
DECREASED
Shares5,252 from 5,618
Change-366 (-7%)
Value$2.7M (-$89.5K)
Filed 2026-10-22
CJM Wealth Advisers, Ltd.
INCREASED
Shares5,250 from 5,205
Change+45 (+1%)
Value$2.7M (+$751.2K)
Filed 2026-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares5,247 from 5,374
Change-127 (-2%)
Value$2.8M (+$693.0K)
Filed 2026-10-21
TrueWealth Advisors, LLC
INCREASED
Shares5,242 from 5,241
Change+1 (+0%)
Value$2.7M (+$733.7K)
Filed 2026-10-09
WMS Group LLC
DECREASED
Shares5,240 from 5,302
Change-62 (-1%)
Value$2.7M (+$709.8K)
Filed 2026-11-06
Invested Advisors
DECREASED
Shares5,240 from 5,294
Change-54 (-1%)
Value$2.7M (+$712.8K)
Filed 2026-10-23
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares5,237 from 4,358
Change+879 (+20%)
Value$2.7M (+$1.1M)
Filed 2026-10-22
Promethium Advisors,llc
INCREASED
Shares5,223 from 5,118
Change+105 (+2%)
Value$2.7M (+$769.8K)
Filed 2026-10-19
Acorn Financial Advisory Services Inc
INCREASED
Shares5,221 from 5,102
Change+119 (+2%)
Value$2.7M (+$774.9K)
Filed 2026-11-02
Ironsides Asset Advisors, LLC
INCREASED
Shares5,219 from 4,679
Change+540 (+12%)
Value$2.7M (+$931.6K)
Filed 2026-10-20
WMG Financial Advisors, LLC
UNCHANGED
Shares5,206 from 5,206
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-28
Capital Square, LLC
DECREASED
Shares5,197 from 5,284
Change-87 (-2%)
Value$2.7M (+$630.6K)
Filed 2026-10-19
Southern Michigan Bank & Trust
DECREASED
Shares5,192 from 5,337
Change-145 (-3%)
Value$2.7M (+$672.2K)
Filed 2026-10-19
Fell Capital Management
DECREASED
Shares5,188 from 5,880
Change-692 (-12%)
Value$2.7M (+$467.6K)
Filed 2026-10-09
Hardworking Capital Advisors, LLC
INCREASED
Shares5,184 from 4,995
Change+189 (+4%)
Value$2.7M (+$795.5K)
Filed 2026-10-20
Prodigy Asset Management LLC
UNCHANGED
Shares5,178 from 5,178
Change0 (0%)
Value$2.7M (+$724.4K)
Filed 2026-10-28
Sunrise Financial Services, LLC
DECREASED
Shares5,172 from 5,216
Change-44 (-1%)
Value$2.7M (+$707.0K)
Filed 2026-10-21
Cassia Capital Partners, LLC
INCREASED
Shares5,167 from 5,089
Change+78 (+2%)
Value$2.7M (+$751.6K)
Filed 2026-11-04
Eagle Harbor Asset Management Inc
DECREASED
Shares5,157 from 5,162
Change-5 (0%)
Value$2.6M (+$719.5K)
Filed 2026-10-21
Aspen Wealth Management LLC
DECREASED
Shares5,150 from 5,828
Change-678 (-12%)
Value$2.6M (+$467.8K)
Filed 2026-10-14
Dala Group, LLC
INCREASED
Shares5,138 from 4,762
Change+376 (+8%)
Value$2.6M (+$859.2K)
Filed 2026-10-29
Ares Financial Consulting, LLC
INCREASED
Shares5,132 from 5,088
Change+44 (+1%)
Value$2.6M (+$734.5K)
Filed 2026-10-19
Sage Capital Management, LLC
INCREASED
Shares5,125 from 5,119
Change+6 (+0%)
Value$2.6M (+$719.6K)
Filed 2026-10-20
Guardian Financial Partners, LLC
INCREASED
Shares5,118 from 5,017
Change+101 (+2%)
Value$2.6M (+$753.6K)
Filed 2026-11-04
O'Domhnaill Enterprises, Inc.
INCREASED
Shares5,102 from 2,834
Change+2,268 (+80%)
Value$2.6M (+$1.6M)
Filed 2026-10-29
Cannon Capital Management, Inc.
INCREASED
Shares5,097 from 4,826
Change+271 (+6%)
Value$2.6M (+$814.3K)
Filed 2026-11-03
Sherman Asset Management, Inc.
UNCHANGED
Shares5,097 from 5,097
Change0 (0%)
Value$2.6M (+$713.1K)
Filed 2026-11-05
Burns Matteson Capital Management, LLC
DECREASED
Shares5,094 from 6,183
Change-1,089 (-18%)
Value$2.6M (+$306.0K)
Filed 2026-10-16
Arwa LLC
DECREASED
Shares5,094 from 5,464
Change-370 (-7%)
Value$2.8M (+$576.7K)
Filed 2026-10-21
Kurv Investment Management LLC
INCREASED
Shares5,093 from 4,675
Change+418 (+9%)
Value$2.6M (+$868.3K)
Filed 2026-10-28
IMZ Advisory Inc
DECREASED
Shares5,087 from 5,105
Change-18 (0%)
Value$2.6M (+$704.8K)
Filed 2026-11-03
Todd Wealth Management, LLC
INCREASED
Shares5,080 from 5,019
Change+61 (+1%)
Value$2.6M (+$733.5K)
Filed 2026-10-19
Twelve Points Wealth Management LLC
DECREASED
Shares5,072 from 5,269
Change-197 (-4%)
Value$2.6M (+$681.7K)
Filed 2026-11-03
Kaydan Wealth Management, Inc.
DECREASED
Shares5,072 from 5,160
Change-88 (-2%)
Value$2.6M (+$676.5K)
Filed 2026-10-08
Fidato Wealth LLC
INCREASED
Shares5,065 from 550
Change+4,515 (+821%)
Value$2.6M (+$2.4M)
Filed 2026-10-13
Smith Partners Wealth Management, LLC
INCREASED
Shares5,065 from 3,816
Change+1,249 (+33%)
Value$2.6M (+$1.2M)
Filed 2026-11-05
Windsor Capital Management, LLC
INCREASED
Shares5,060 from 5,034
Change+26 (+1%)
Value$2.6M (+$717.5K)
Filed 2026-10-13
Asset Planning,Inc
DECREASED
Shares5,055 from 5,102
Change-47 (-1%)
Value$2.6M (+$689.9K)
Filed 2026-10-26
Cowa, LLC
DECREASED
Shares5,055 from 5,057
Change-2 (0%)
Value$2.6M (+$706.3K)
Filed 2026-10-30
jvl associates llc
INCREASED
Shares5,043 from 4,776
Change+267 (+6%)
Value$2.6M (+$805.0K)
Filed 2026-10-09
apricus wealth, LLC
DECREASED
Shares5,039 from 5,079
Change-40 (-1%)
Value$2.6M (+$689.9K)
Filed 2026-10-26
Key Capital Management, Inc
INCREASED
Shares5,022 from 1,222
Change+3,800 (+311%)
Value$2.6M (+$2.2M)
Filed 2026-11-03
Zinnia Wealth Advisory, LLC
INCREASED
Shares4,983 from 4,737
Change+246 (+5%)
Value$2.6M (+$788.8K)
Filed 2026-11-06
Portfolio Strategies, Inc.
DECREASED
Shares4,981 from 5,001
Change-20 (0%)
Value$2.6M (+$689.5K)
Filed 2026-11-06
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares4,979 from 5,023
Change-44 (-1%)
Value$2.6M (+$680.1K)
Filed 2026-10-08
Kaufman Rossin Wealth, LLC
INCREASED
Shares4,977 from 3,216
Change+1,761 (+55%)
Value$2.6M (+$1.3M)
Filed 2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares4,974 from 4,925
Change+49 (+1%)
Value$2.6M (+$714.0K)
Filed 2026-10-29
CMG Global Holdings, LLC
DECREASED
Shares4,972 from 5,456
Change-484 (-9%)
Value$2.6M (+$514.9K)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares4,971 from 4,992
Change-21 (0%)
Value$2.5M (+$687.5K)
Filed 2026-10-28
Curat Global, LLC
UNCHANGED
Shares4,970 from 4,970
Change0 (0%)
Value$2.5M (+$696.0K)
Filed 2026-10-26
Frederick Financial Consultants, LLC
INCREASED
Shares4,959 from 4,549
Change+410 (+9%)
Value$2.5M (+$847.0K)
Filed 2026-10-29
Malaga Cove Capital, LLC
DECREASED
Shares4,950 from 5,203
Change-253 (-5%)
Value$2.5M (+$598.0K)
Filed 2026-10-23
Acorn Creek Capital LLC
DECREASED
Shares4,942 from 5,598
Change-656 (-12%)
Value$2.5M (+$446.6K)
Filed 2026-11-05
Capital Squared Financial LLC
DECREASED
Shares4,938 from 5,171
Change-233 (-5%)
Value$2.5M (+$603.6K)
Filed 2026-10-30
Flagstone Financial Management
DECREASED
Shares4,938 from 5,100
Change-162 (-3%)
Value$2.5M (+$630.6K)
Filed 2026-11-05
Verde Capital Management
DECREASED
Shares4,907 from 9,279
Change-4,372 (-47%)
Value$2.5M (-$944.3K)
Filed 2026-10-28
Yoder Wealth Management, Inc.
INCREASED
Shares4,903 from 4,810
Change+93 (+2%)
Value$2.5M (+$720.5K)
Filed 2026-10-13
Unified Investment Management
INCREASED
Shares4,892 from 4,838
Change+54 (+1%)
Value$2.5M (+$704.6K)
Filed 2026-10-14
Legacies Wealth LLC
INCREASED
Shares4,879 from 4,158
Change+721 (+17%)
Value$2.5M (+$951.4K)
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares4,859 from 4,447
Change+412 (+9%)
Value$2.5M (+$833.4K)
Filed 2026-11-04
PFG Private Wealth Management, LLC
INCREASED
Shares4,858 from 4,835
Change+23 (+0%)
Value$2.5M (+$688.0K)
Filed 2026-10-15
Horizon Financial Services, LLC
INCREASED
Shares4,853 from 4,360
Change+493 (+11%)
Value$2.5M (+$862.6K)
Filed 2026-11-04
ERn Financial, LLC
INCREASED
Shares4,847 from 4,775
Change+72 (+2%)
Value$2.5M (+$704.7K)
Filed 2026-10-28
Drum Hill Capital, LLC
INCREASED
Shares4,840 from 4,380
Change+460 (+11%)
Value$2.5M (+$848.6K)
Filed 2026-10-20
Define Financial, LLC
INCREASED
Shares4,837 from 4,518
Change+319 (+7%)
Value$2.5M (+$795.7K)
Filed 2026-10-14
SilverOak Wealth Management LLC
INCREASED
Shares4,831 from 4,788
Change+43 (+1%)
Value$2.5M (+$691.5K)
Filed 2026-10-29
Postrock Partners LLC
INCREASED
Shares4,823 from 4,753
Change+70 (+1%)
Value$2.5M (+$700.8K)
Filed 2026-11-02
Post Resch Tallon Group Inc.
INCREASED
Shares4,822 from 4,790
Change+32 (+1%)
Value$2.5M (+$686.4K)
Filed 2026-10-09
Element Pointe Advisors, LLC
INCREASED
Shares4,814 from 4,774
Change+40 (+1%)
Value$2.5M (+$688.2K)
Filed 2026-10-21
Corundum Trust Company, Inc
DECREASED
Shares4,812 from 4,823
Change-11 (0%)
Value$2.5M (+$669.0K)
Filed 2026-10-29
4Wealth Advisors, Inc.
DECREASED
Shares4,807 from 6,690
Change-1,883 (-28%)
Value$2.4M (-$18.9K)
Filed 2026-10-13
ACT Advisors, Llc.
INCREASED
Shares4,800 from 3,999
Change+801 (+20%)
Value$2.5M (+$970.4K)
Filed 2026-10-15
Sierra Ocean, LLC
INCREASED
Shares4,793 from 4,528
Change+265 (+6%)
Value$2.5M (+$769.3K)
Filed 2026-11-03
4J Wealth Management LLC
DECREASED
Shares4,792 from 4,822
Change-30 (-1%)
Value$2.5M (+$659.1K)
Filed 2026-11-02
Pacific Center for Financial Services
DECREASED
Shares4,790 from 4,804
Change-14 (0%)
Value$2.5M (+$665.0K)
Filed 2026-10-15
Emergent Wealth Advisors, LLC
INCREASED
Shares4,788 from 4,463
Change+325 (+7%)
Value$2.5M (+$759.9K)
Filed 2026-10-09
Silverberg Bernstein Capital Management LLC
DECREASED
Shares4,762 from 5,762
Change-1,000 (-17%)
Value$2.4M (+$293.1K)
Filed 2026-10-13
Brown Wealth Management, LLC
INCREASED
Shares4,748 from 3,809
Change+939 (+25%)
Value$2.4M (+$1.0M)
Filed 2026-10-20
Katamaran Capital LLP
INCREASED
Shares4,740 from 4,555
Change+185 (+4%)
Value$2.4M (+$732.0K)
Filed 2026-10-27
Steinberganna Wealth Management
DECREASED
Shares4,738 from 8,390
Change-3,652 (-44%)
Value$2.4M (-$699.9K)
Filed 2026-10-23
IVC Wealth Advisors LLC
INCREASED
Shares4,735 from 4,639
Change+96 (+2%)
Value$2.4M (+$698.0K)
Filed 2026-10-23
Kingsman Wealth Management, Inc.
INCREASED
Shares4,733 from 4,147
Change+586 (+14%)
Value$2.4M (+$880.8K)
Filed 2026-10-13
Momentous Wealth Management, Inc.
INCREASED
Shares4,729 from 4,298
Change+431 (+10%)
Value$2.4M (+$822.2K)
Filed 2026-10-21
Elevate Capital Advisors, LLC
DECREASED
Shares4,720 from 6,016
Change-1,296 (-22%)
Value$2.4M (+$177.0K)
Filed 2026-11-02
Saxony Capital Management, LLC
INCREASED
Shares4,720 from 4,065
Change+655 (+16%)
Value$2.4M (+$904.4K)
Filed 2026-10-15
Optimist Retirement Group LLC
DECREASED
Shares4,703 from 5,765
Change-1,062 (-18%)
Value$2.4M (+$261.4K)
Filed 2026-10-30
Sterling Wealth Management, Inc.
INCREASED
Shares4,692 from 4,689
Change+3 (+0%)
Value$2.4M (+$657.5K)
Filed 2026-10-23
CPA Asset Management Group, LLC
DECREASED
Shares4,690 from 4,692
Change-2 (0%)
Value$2.4M (+$655.4K)
Filed 2026-10-26
Stonebridge Financial Planning Group, LLC
DECREASED
Shares4,683 from 4,841
Change-158 (-3%)
Value$2.4M (+$595.9K)
Filed 2026-11-06
Tealwood Asset Management Inc
DECREASED
Shares4,682 from 5,015
Change-333 (-7%)
Value$2.4K (+$531)
Filed 2026-10-13
American National Bank of Texas
INCREASED
Shares4,666 from 4,557
Change+109 (+2%)
Value$2.4M (+$693.3K)
Filed 2026-10-07
Continuum Wealth Advisors, LLC
DECREASED
Shares4,661 from 4,803
Change-142 (-3%)
Value$2.4M (+$599.1K)
Filed 2026-10-20
LightSquare Wealth Management, LLC
DECREASED
Shares4,659 from 4,804
Change-145 (-3%)
Value$2.4M (+$597.4K)
Filed 2026-11-03
Womack Financial LLC
INCREASED
Shares4,656 from 4,528
Change+128 (+3%)
Value$2.4M (+$699.0K)
Filed 2026-10-14
Braun-Bostich & Associates Inc.
DECREASED
Shares4,638 from 4,806
Change-168 (-3%)
Value$2.4M (+$586.1K)
Filed 2026-10-20
OxenFree Capital LLC
INCREASED
Shares4,636 from 4,634
Change+2 (+0%)
Value$2.5M (+$652.1K)
Filed 2026-10-07
BayBridge Capital Group, LLC
DECREASED
Shares4,630 from 5,318
Change-688 (-13%)
Value$2.4M (+$391.1K)
Filed 2026-10-13
Integras Partners LLC
INCREASED
Shares4,621 from 4,299
Change+322 (+7%)
Value$2.4M (+$766.8K)
Filed 2026-10-30
DB Fitzpatrick & Co, Inc
DECREASED
Shares4,605 from 4,689
Change-84 (-2%)
Value$2.4M (+$612.8K)
Filed 2026-10-19
Account Management LLC
UNCHANGED
Shares4,595 from 4,595
Change0 (0%)
Value$2.4M (+$642.7K)
Filed 2026-11-04
Sterling Group Wealth Management, LLC
DECREASED
Shares4,594 from 5,530
Change-936 (-17%)
Value$2.4M (+$293.5K)
Filed 2026-11-03
First Growth Capital LLC
DECREASED
Shares4,593 from 4,606
Change-13 (0%)
Value$2.4M (+$637.7K)
Filed 2026-10-15
First Hawaiian Bank
UNCHANGED
Shares4,593 from 4,593
Change0 (0%)
Value$2.4M (+$642.5K)
Filed 2026-10-14
Cypress Capital, LLC
INCREASED
Shares4,592 from 4,582
Change+10 (+0%)
Value$2.4M (+$646.1K)
Filed 2026-10-20
Financial Planning Fort Collins, LLC
INCREASED
Shares4,589 from 1,949
Change+2,640 (+135%)
Value$2.4M (+$1.6M)
Filed 2026-10-16
Shulman DeMeo Asset Management LLC
DECREASED
Shares4,577 from 4,636
Change-59 (-1%)
Value$2.4M (+$674.6K)
Filed 2026-10-09
Vilga Financial Planning LLC
DECREASED
Shares4,568 from 4,976
Change-408 (-8%)
Value$2.3M (+$486.8K)
Filed 2026-10-09
Aurora Private Wealth, Inc.
DECREASED
Shares4,568 from 4,683
Change-115 (-2%)
Value$2.3K (-$1.7M)
Filed 2026-10-20
Lakewood Asset Management LLC
INCREASED
Shares4,564 from 4,504
Change+60 (+1%)
Value$2.3M (+$660.9K)
Filed 2026-10-26
KRS Capital Management, LLC
DECREASED
Shares4,557 from 4,660
Change-103 (-2%)
Value$2.3M (+$598.9K)
Filed 2026-10-16
Integrity Investment Advisors, LLC
INCREASED
Shares4,546 from 3,681
Change+865 (+24%)
Value$2.3M (+$958.3K)
Filed 2026-11-03
Carolina Wealth Management Inc
INCREASED
Shares4,529 from 4,103
Change+426 (+10%)
Value$2.3M (+$792.5K)
Filed 2026-10-29
Capital Wealth Alliance, LLC
INCREASED
Shares4,524 from 4,063
Change+461 (+11%)
Value$2.3M (+$804.6K)
Filed 2026-10-20
Armstrong, Fleming & Moore, Inc
INCREASED
Shares4,523 from 4,475
Change+48 (+1%)
Value$2.3M (+$650.4K)
Filed 2026-10-28
Portus Wealth Advisors, LLC
DECREASED
Shares4,520 from 4,586
Change-66 (-1%)
Value$2.3M (+$607.8K)
Filed 2026-10-13
Echo45 Advisors LLC
INCREASED
Shares4,519 from 3,884
Change+635 (+16%)
Value$2.3M (+$869.0K)
Filed 2026-10-07
Elite Life Management LLC
INCREASED
Shares4,519 from 4,311
Change+208 (+5%)
Value$2.4M (+$320.5K)
Filed 2026-11-06
Blue Water Asset Management
INCREASED
Shares4,508 from 4,378
Change+130 (+3%)
Value$2.3M (+$679.0K)
Filed 2026-11-04
Integrity Wealth Partners, LLC
NEW
Shares4,506
Change+4,506
Value$2.3M
Filed 2026-10-14
Tenzing Financial LLC
INCREASED
Shares4,505 from 4,142
Change+363 (+9%)
Value$2.4M (+$801.6K)
Filed 2026-11-03
Essential Planning, Llc.
DECREASED
Shares4,504 from 4,522
Change-18 (0%)
Value$2.3M (+$623.4K)
Filed 2026-10-21
Odyssey Capital Advisors, Inc.
DECREASED
Shares4,503 from 4,902
Change-399 (-8%)
Value$2.3M (+$481.4K)
Filed 2026-10-26
Lifelong Wealth Advisors, Inc.
INCREASED
Shares4,501 from 4,405
Change+96 (+2%)
Value$2.3M (+$665.4K)
Filed 2026-10-19
Kelly Financial Services LLC
INCREASED
Shares4,498 from 4,306
Change+192 (+4%)
Value$2.3M (+$701.0K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
DECREASED
Shares4,489 from 4,585
Change-96 (-2%)
Value$2.3M (+$592.3K)
Filed 2026-10-08
Stronghold Wealth Management L.L.C.
DECREASED
Shares4,487 from 4,794
Change-307 (-6%)
Value$2.3M (+$513.1K)
Filed 2026-10-16
Narus Financial Partners, LLC
INCREASED
Shares4,487 from 4,467
Change+20 (+0%)
Value$2.3M (+$634.9K)
Filed 2026-10-19
Evolution Wealth Management Inc.
INCREASED
Shares4,484 from 3,484
Change+1,000 (+29%)
Value$2.3M (+$1.0M)
Filed 2026-10-28
Global Wealth Strategies & Associates
INCREASED
Shares4,483 from 3,694
Change+789 (+21%)
Value$2.3M (+$921.4K)
Filed 2026-10-02
Aubrey Capital Management Ltd
NEW
Shares4,480
Change+4,480
Value$2.3M
Filed 2026-10-19
Accelerate Investment Advisors LLC
DECREASED
Shares4,480 from 4,927
Change-447 (-9%)
Value$2.3M (+$459.8K)
Filed 2026-11-02
Silver Oak Advisory Group, Inc.
INCREASED
Shares4,459 from 3,861
Change+598 (+15%)
Value$2.3M (+$846.9K)
Filed 2026-11-06
Southern Capital Advisors, LLC
DECREASED
Shares4,448 from 4,451
Change-3 (0%)
Value$2.3M (+$621.1K)
Filed 2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares4,442 from 3,495
Change+947 (+27%)
Value$2.3M (+$974.6K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares4,439
Change+4,439
Value$2.3M
Filed 2026-10-19
J. Team Financial, Inc.
INCREASED
Shares4,436 from 3,806
Change+630 (+17%)
Value$2.3M (+$855.0K)
Filed 2026-11-03
Thoma Capital Management LLC
DECREASED
Shares4,427 from 4,535
Change-108 (-2%)
Value$2.3M (+$578.9K)
Filed 2026-10-19
Winebrenner Capital Management LLC
INCREASED
Shares4,426 from 4,404
Change+22 (+1%)
Value$2.3M (+$627.5K)
Filed 2026-10-07
Cannon Advisors, Inc.
DECREASED
Shares4,423 from 4,613
Change-190 (-4%)
Value$2.4M (+$627.9K)
Filed 2026-10-14
Juncture Wealth Strategies, LLC
DECREASED
Shares4,422 from 4,904
Change-482 (-10%)
Value$2.3M (+$438.6K)
Filed 2026-10-06
Eclectic Associates Inc
DECREASED
Shares4,416 from 4,447
Change-31 (-1%)
Value$2.3M (+$606.2K)
Filed 2026-10-09
Box Hill Private Wealth LLC
INCREASED
Shares4,409 from 4,272
Change+137 (+3%)
Value$2.3M (+$668.0K)
Filed 2026-10-05
Kondo Wealth Advisors, Inc.
INCREASED
Shares4,407 from 2,999
Change+1,408 (+47%)
Value$2.3M (+$1.1M)
Filed 2026-10-19
Veery Capital, LLC
DECREASED
Shares4,406 from 4,806
Change-400 (-8%)
Value$2.3M (+$467.3K)
Filed 2026-10-07
Oakwell Private Wealth Management, LLC
INCREASED
Shares4,406 from 4,283
Change+123 (+3%)
Value$2.3M (+$661.9K)
Filed 2026-11-06
NavPoint Financial, Inc.
UNCHANGED
Shares4,406 from 4,406
Change0 (0%)
Value$2.3M (+$616.3K)
Filed 2026-10-21
Defined Wealth Management, LLC
INCREASED
Shares4,399 from 4,139
Change+260 (+6%)
Value$2.3M (+$712.4K)
Filed 2026-10-19
Share Andrew L.
INCREASED
Shares4,395 from 575
Change+3,820 (+664%)
Value$2.3M (+$2.0M)
Filed 2026-11-06
William B. Walkup & Associates, Inc.
DECREASED
Shares4,393 from 4,770
Change-377 (-8%)
Value$2.3M (+$473.9K)
Filed 2026-11-05
North Forty Two & Co.
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$2.2M (+$613.5K)
Filed 2026-10-19
Mountain Capital Investment Advisors Inc.
INCREASED
Shares4,372 from 4,219
Change+153 (+4%)
Value$2.2M (+$668.7K)
Filed 2026-11-06
Palatine Hill Wealth Management, LLC
DECREASED
Shares4,345 from 4,390
Change-45 (-1%)
Value$2.2M (+$591.3K)
Filed 2026-11-03
Astra Wealth Partners LLC
INCREASED
Shares4,343 from 3,957
Change+386 (+10%)
Value$2.2M (+$751.4K)
Filed 2026-11-06
Redwood Financial Network Corp
DECREASED
Shares4,339 from 4,360
Change-21 (0%)
Value$2.2M (+$599.1K)
Filed 2026-11-03
Valued Retirements, Inc.
INCREASED
Shares4,332 from 4,331
Change+1 (+0%)
Value$2.2M (+$606.1K)
Filed 2026-11-06
Essential Partners LLC
DECREASED
Shares4,328 from 4,478
Change-150 (-3%)
Value$2.2M (+$549.4K)
Filed 2026-10-14
Barden Capital Management, Inc.
DECREASED
Shares4,327 from 4,351
Change-24 (-1%)
Value$2.2M (+$596.3K)
Filed 2026-10-09
Gray Private Wealth, LLC
DECREASED
Shares4,319 from 4,323
Change-4 (0%)
Value$2.2M (+$602.6K)
Filed 2026-10-28
Entrust Financial LLC
INCREASED
Shares4,315 from 4,248
Change+67 (+2%)
Value$2.2M (+$628.6K)
Filed 2026-11-04
Independence Wealth Advisors, LLC
DECREASED
Shares4,315 from 4,360
Change-45 (-1%)
Value$2.2M (+$586.9K)
Filed 2026-10-29
Gerber, LLC
INCREASED
Shares4,313 from 4,273
Change+40 (+1%)
Value$2.2M (+$618.4K)
Filed 2026-10-21
Kearns & Associates LLC
UNCHANGED
Shares4,305 from 4,305
Change0 (0%)
Value$2.2M (+$602.2K)
Filed 2026-10-09
Piar LLC
INCREASED
Shares4,300 from 4,213
Change+87 (+2%)
Value$2.2M (+$633.9K)
Filed 2026-10-21
Orba Wealth Advisors, L.L.C.
INCREASED
Shares4,300 from 4,258
Change+42 (+1%)
Value$2.2M (+$616.9K)
Filed 2026-10-23
KOM Wealth Management Group, LLC
DECREASED
Shares4,298 from 5,146
Change-848 (-16%)
Value$2.2M (+$285.2K)
Filed 2026-10-15
Advocate Investing Services LLC
DECREASED
Shares4,283 from 4,520
Change-237 (-5%)
Value$2.2M (+$510.4K)
Filed 2026-10-26
Lifestyle Asset Management, Inc.
INCREASED
Shares4,279 from 3,609
Change+670 (+19%)
Value$2.2M (+$848.4K)
Filed 2026-10-20
TSA Wealth Managment LLC
INCREASED
Shares4,276 from 3,546
Change+730 (+21%)
Value$2.2M (+$870.4K)
Filed 2026-10-22
Foundation Wealth Management, LLC
INCREASED
Shares4,271 from 2,770
Change+1,501 (+54%)
Value$2.2M (+$1.2M)
Filed 2026-10-22
Mayfair Advisory Group, LLC
DECREASED
Shares4,267 from 4,287
Change-20 (0%)
Value$2.2M (+$552.0K)
Filed 2026-10-20
Tucker Asset Management LLC
INCREASED
Shares4,266 from 3,946
Change+320 (+8%)
Value$2.2M (+$716.2K)
Filed 2026-10-29
Gridiron Partners, LLC
UNCHANGED
Shares4,265 from 4,265
Change0 (0%)
Value$2.2M (+$596.6K)
Filed 2026-10-08
Global Trust Wealth Management LLC
INCREASED
Shares4,261 from 4,089
Change+172 (+4%)
Value$2.2M (+$660.0K)
Filed 2026-10-14
Sard Wealth Management Group, LLC
DECREASED
Shares4,248 from 4,482
Change-234 (-5%)
Value$2.2M (+$507.0K)
Filed 2026-10-16
Livet Wealth, LLC
INCREASED
Shares4,244 from 3,749
Change+495 (+13%)
Value$2.2M (+$778.3K)
Filed 2026-10-27
Seven Hills Financial, LLC
NEW
Shares4,238
Change+4,238
Value$2.2M
Filed 2026-10-13
Gordian Advisors LLC
DECREASED
Shares4,228 from 10,457
Change-6,229 (-60%)
Value$2.2M (-$1.7M)
Filed 2026-10-30
Trademark Financial Management, LLC
DECREASED
Shares4,208 from 4,423
Change-215 (-5%)
Value$2.2M (+$508.4K)
Filed 2026-10-23
Cap Partners, LLC
DECREASED
Shares4,208 from 4,221
Change-13 (0%)
Value$2.2M (+$583.7K)
Filed 2026-10-19
Addison Advisors LLC
INCREASED
Shares4,204 from 3,749
Change+455 (+12%)
Value$2.2M (+$757.7K)
Filed 2026-11-06
CogentBlue Wealth Advisors, LLC
DECREASED
Shares4,203 from 4,239
Change-36 (-1%)
Value$2.2M (+$574.5K)
Filed 2026-10-09
Tsfg, LLC
DECREASED
Shares4,202 from 11,292
Change-7,090 (-63%)
Value$2.2K (-$4.2M)
Filed 2026-10-23
Yoffe Investment Management, LLC
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$2.2M (+$587.5K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED
Shares4,193 from 4,220
Change-27 (-1%)
Value$2.2M (+$576.4K)
Filed 2026-10-26
Ridgeline Wealth, LLC
DECREASED
Shares4,190 from 4,192
Change-2 (0%)
Value$2.3M (+$713.3K)
Filed 2026-10-14
Howard Wealth Management, LLC
DECREASED
Shares4,187 from 4,207
Change-20 (0%)
Value$2.1M (+$577.9K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
INCREASED
Shares4,173 from 4,071
Change+102 (+3%)
Value$2.1M (+$621.8K)
Filed 2026-10-16
Presilium Private Wealth, LLC
INCREASED
Shares4,172 from 3,594
Change+578 (+16%)
Value$2.1M (+$799.2K)
Filed 2026-10-26
Spring Capital Management, LLC
INCREASED
Shares4,171 from 4,071
Change+100 (+2%)
Value$2.1M (+$620.7K)
Filed 2026-10-09
Powell Investment Advisors, LLC
INCREASED
Shares4,170 from 4,169
Change+1 (+0%)
Value$2.1M (+$583.5K)
Filed 2026-10-22
Providence First Trust Co
DECREASED
Shares4,163 from 5,713
Change-1,550 (-27%)
Value$2.1M (+$4.1K)
Filed 2026-11-02
OFC Financial Planning, LLC
DECREASED
Shares4,151 from 4,169
Change-18 (0%)
Value$2.1M (+$574.0K)
Filed 2026-11-06
Madrid Wealth Management, LLC
INCREASED
Shares4,145 from 3,805
Change+340 (+9%)
Value$2.1M (+$706.3K)
Filed 2026-10-23
Groesbeck Investment Management Corp
INCREASED
Shares4,137 from 4,127
Change+10 (+0%)
Value$2.1K (+$583)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
INCREASED
Shares4,129 from 3,976
Change+153 (+4%)
Value$2.1M (+$634.7K)
Filed 2026-10-28
Sharkey, Howes & Javer
DECREASED
Shares4,119 from 4,461
Change-342 (-8%)
Value$2.1M (+$448.7K)
Filed 2026-10-22
Vista Investment Partners II, LLC
DECREASED
Shares4,117 from 4,467
Change-350 (-8%)
Value$2.1M (+$445.3K)
Filed 2026-10-15
Kuhn & Co Investment Counsel
INCREASED
Shares4,113 from 4,032
Change+81 (+2%)
Value$2.1M (+$605.3K)
Filed 2026-10-29
Wheelhouse Advisory Group LLC
DECREASED
Shares4,111 from 4,115
Change-4 (0%)
Value$2.1M (+$573.8K)
Filed 2026-10-20
RMR Capital Management, LLC
UNCHANGED
Shares4,107 from 4,107
Change0 (0%)
Value$2.1M (+$574.5K)
Filed 2026-10-23
25 LLC
INCREASED
Shares4,102 from 3,894
Change+208 (+5%)
Value$2.1M (+$651.2K)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares4,100 from 3,987
Change+113 (+3%)
Value$2.1M (+$615.5K)
Filed 2026-10-16
OFS Enterprise LLC
DECREASED
Shares4,098 from 4,114
Change-16 (0%)
Value$2.1M (+$567.2K)
Filed 2026-10-16
Long Road Investment Counsel, LLC
DECREASED
Shares4,088 from 4,567
Change-479 (-10%)
Value$2.1M (+$393.2K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares4,086 from 3,820
Change+266 (+7%)
Value$2.1M (+$670.8K)
Filed 2026-10-30
BankChampaign, National Association
INCREASED
Shares4,084 from 4,073
Change+11 (+0%)
Value$2.1M (+$575.4K)
Filed 2026-10-19
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares4,080 from 4,082
Change-2 (0%)
Value$2.1M (+$581.6K)
Filed 2026-10-14
Lotus Asset Management LLC
INCREASED
Shares4,075 from 3,968
Change+107 (+3%)
Value$2.1M (+$609.7K)
Filed 2026-10-14
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares4,073 from 4,049
Change+24 (+1%)
Value$2.1M (+$578.6K)
Filed 2026-10-29
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares4,057 from 4,122
Change-65 (-2%)
Value$2.1M (+$543.2K)
Filed 2026-11-03
Smith & Howard Wealth Management, LLC
INCREASED
Shares4,048 from 1,842
Change+2,206 (+120%)
Value$2.1M (+$1.4M)
Filed 2026-10-27
HRC Wealth Management, LLC
INCREASED
Shares4,043 from 2,266
Change+1,777 (+78%)
Value$2.1M (+$1.2M)
Filed 2026-10-16
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares4,042 from 4,042
Change0 (0%)
Value$2.1M (+$565.6K)
Filed 2026-10-09
NBZ Investment Advisors LLC
INCREASED
Shares4,041 from 4,037
Change+4 (+0%)
Value$2.1M (+$566.8K)
Filed 2026-10-30
Wespac Advisors, LLC
INCREASED
Shares4,039 from 4,038
Change+1 (+0%)
Value$2.1M (+$565.4K)
Filed 2026-10-26
Able Wealth Management LLC
DECREASED
Shares4,035 from 4,041
Change-6 (0%)
Value$2.1M (+$645.4K)
Filed 2026-10-13
Quaker Wealth Management, LLC
INCREASED
Shares4,032 from 3,807
Change+225 (+6%)
Value$2.1M (+$648.0K)
Filed 2026-10-22
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares4,032 from 4,145
Change-113 (-3%)
Value$2.1M (+$522.2K)
Filed 2026-10-15
Tenon Financial LLC
INCREASED
Shares4,024 from 3,869
Change+155 (+4%)
Value$2.1M (+$620.7K)
Filed 2026-10-14
Sherman Wealth Management LLC
INCREASED
Shares4,008 from 1,203
Change+2,805 (+233%)
Value$2.1M (+$1.6M)
Filed 2026-10-16
Quantum Financial Partners LLC
DECREASED
Shares4,007 from 4,445
Change-438 (-10%)
Value$2.1M (+$397.1K)
Filed 2026-10-19
Wealth Advisors Northwest LLC
DECREASED
Shares4,006 from 4,311
Change-305 (-7%)
Value$2.1M (+$446.8K)
Filed 2026-10-29
G2 Capital Management, LLC / OH
INCREASED
Shares4,005 from 3,293
Change+712 (+22%)
Value$2.1M (+$825.8K)
Filed 2026-10-23
Range Financial Group LLC
DECREASED
Shares4,002 from 4,005
Change-3 (0%)
Value$2.1M (+$558.7K)
Filed 2026-10-21
Omnitrust Wealth Management, Inc
NEW
Shares4,001
Change+4,001
Value$2.1M
Filed 2026-11-02
TT Capital Management LLC
INCREASED
Shares3,966 from 2,766
Change+1,200 (+43%)
Value$2.0M (+$1.0M)
Filed 2026-10-15
Navigate Wealth Management, LLC
DECREASED
Shares3,966 from 3,975
Change-9 (0%)
Value$2.1M (+$556.7K)
Filed 2026-10-14
Madson Wealth Advisors Inc
DECREASED
Shares3,966 from 3,968
Change-2 (0%)
Value$2.0M (+$553.9K)
Filed 2026-10-13
Targeted Financial Services LLC
DECREASED
Shares3,963 from 5,460
Change-1,497 (-27%)
Value$2.0M (-$4.8K)
Filed 2026-10-19
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares3,963 from 3,963
Change0 (0%)
Value$2.0M (+$554.4K)
Filed 2026-10-29
Paladin Partners, LLC
INCREASED
Shares3,961 from 3,648
Change+313 (+9%)
Value$2.0M (+$670.8K)
Filed 2026-10-06
Rebalance, LLC
INCREASED
Shares3,957 from 3,886
Change+71 (+2%)
Value$2.0M (+$579.9K)
Filed 2026-10-22
Demars Financial Group, LLC
INCREASED
Shares3,930 from 3,817
Change+113 (+3%)
Value$2.0M (+$591.8K)
Filed 2026-10-22
Calder Financial LLC
INCREASED
Shares3,929 from 3,922
Change+7 (+0%)
Value$2.0M (+$552.3K)
Filed 2026-10-13
JBR Co Financial Management Inc
DECREASED
Shares3,921 from 3,967
Change-46 (-1%)
Value$1.5M (+$27.0K)
Filed 2026-10-13
Xcel Wealth Management, LLC
DECREASED
Shares3,888 from 4,090
Change-202 (-5%)
Value$2.0M (+$468.5K)
Filed 2026-10-26
AAF Wealth Management, LLC
INCREASED
Shares3,878 from 3,776
Change+102 (+3%)
Value$2.0M (+$580.2K)
Filed 2026-10-28
ASL Financial, LLC
DECREASED
Shares3,872 from 3,910
Change-38 (-1%)
Value$2.0M (+$527.4K)
Filed 2026-10-15
Cairn Investment Group, Inc.
DECREASED
Shares3,870 from 4,070
Change-200 (-5%)
Value$2.0K (-$1.5M)
Filed 2026-11-04
Visionary Horizons, LLC
DECREASED
Shares3,869 from 3,898
Change-29 (-1%)
Value$2.0M (+$530.1K)
Filed 2026-10-22
Apeiron RIA LLC
INCREASED
Shares3,866 from 2,624
Change+1,242 (+47%)
Value$2.0M (+$1.1M)
Filed 2026-10-08
QP Wealth Management, LLC
INCREASED
Shares3,866 from 3,860
Change+6 (+0%)
Value$2.0M (+$543.0K)
Filed 2026-10-20
Vestia Personal Wealth Advisors
INCREASED
Shares3,863 from 2,962
Change+901 (+30%)
Value$2.0M (+$876.2K)
Filed 2026-10-20
Flywheel Private Wealth LLC
INCREASED
Shares3,844 from 3,819
Change+25 (+1%)
Value$2.0M (+$547.1K)
Filed 2026-11-02
Baer Investment Advisory LLC
INCREASED
Shares3,843 from 3,660
Change+183 (+5%)
Value$2.0M (+$564.6K)
Filed 2026-10-13
OAK Family Advisors, LLC
INCREASED
Shares3,838 from 1,273
Change+2,565 (+201%)
Value$2.0M (+$1.5M)
Filed 2026-10-19
James T. Borello RIA
INCREASED
Shares3,834 from 3,463
Change+371 (+11%)
Value$2.0M (+$674.5K)
Filed 2026-10-16
Argus Investors' Counsel, Inc.
INCREASED
Shares3,831 from 3,761
Change+70 (+2%)
Value$2.0M (+$562.1K)
Filed 2026-10-09
Intelligent Financial Strategies
INCREASED
Shares3,820 from 3,751
Change+69 (+2%)
Value$2.0M (+$560.0K)
Filed 2026-10-16
Towerpoint Wealth, LLC
DECREASED
Shares3,820 from 3,858
Change-38 (-1%)
Value$2.0M (+$519.9K)
Filed 2026-10-13
Artesa Financial Group, LLC
DECREASED
Shares3,818 from 3,864
Change-46 (-1%)
Value$2.0M (+$516.6K)
Filed 2026-10-29
Hardin Capital Partners, LLC
INCREASED
Shares3,817 from 3,289
Change+528 (+16%)
Value$2.0M (+$736.7K)
Filed 2026-10-09
Mach-1 Financial Group, LLC
INCREASED
Shares3,813 from 3,031
Change+782 (+26%)
Value$2.0M (+$825.0K)
Filed 2026-11-06
Vestor Capital, LLC
INCREASED
Shares3,794 from 86
Change+3,708 (+4312%)
Value$1.7K (+$1.6K)
Filed 2026-11-04
Wealthcare Capital Partners, LLC
DECREASED
Shares3,788 from 4,364
Change-576 (-13%)
Value$1.9M (+$315.1K)
Filed 2026-10-21
Oregon Pacific Wealth Management, LLC
DECREASED
Shares3,785 from 4,262
Change-477 (-11%)
Value$1.9M (+$351.5K)
Filed 2026-10-20
Crane Advisory, LLC
UNCHANGED
Shares3,782 from 3,782
Change0 (0%)
Value$2.0M (+$469.5K)
Filed 2026-10-13
HMV Wealth Advisors, LLC
INCREASED
Shares3,778 from 2,760
Change+1,018 (+37%)
Value$1.9M (+$908.2K)
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares3,768 from 3,676
Change+92 (+3%)
Value$1.9M (+$561.3K)
Filed 2026-10-02
Opus Capital Group, LLC
INCREASED
Shares3,767 from 3,610
Change+157 (+4%)
Value$1.9K (-$1.3M)
Filed 2026-10-30
Guidance Point Advisors, LLC
DECREASED
Shares3,767 from 3,847
Change-80 (-2%)
Value$1.9M (+$497.9K)
Filed 2026-10-15
Santori & Peters, Inc.
INCREASED
Shares3,751 from 3,728
Change+23 (+1%)
Value$1.9M (+$533.1K)
Filed 2026-10-26
Alpha Zero LLC
INCREASED
Shares3,743 from 3,638
Change+105 (+3%)
Value$1.9M (+$460.4K)
Filed 2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED
Shares3,737 from 3,337
Change+400 (+12%)
Value$1.9M (+$671.8K)
Filed 2026-10-09
Wakefield Asset Management Lllp
INCREASED
Shares3,736 from 3,359
Change+377 (+11%)
Value$1.9M (+$663.2K)
Filed 2026-11-05
Clark Wealth Partners
INCREASED
Shares3,735 from 3,504
Change+231 (+7%)
Value$1.9M (+$608.7K)
Filed 2026-10-19
Left Brain Wealth Management, LLC
NEW
Shares3,730
Change+3,730
Value$1.9M
Filed 2026-10-28
Ackerman Capital Advisors, LLC
INCREASED
Shares3,724 from 3,247
Change+477 (+15%)
Value$1.9M (+$699.0K)
Filed 2026-10-30
Cyr Financial Inc.
INCREASED
Shares3,719 from 3,665
Change+54 (+1%)
Value$1.9M (+$540.1K)
Filed 2026-10-16
Avant Financial Advisors LLC
INCREASED
Shares3,718 from 3,693
Change+25 (+1%)
Value$1.9M (+$529.5K)
Filed 2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares3,703 from 3,137
Change+566 (+18%)
Value$1.9M (+$729.1K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares3,699 from 21,388
Change-17,689 (-83%)
Value$1.9M (-$6.1M)
Filed 2026-10-14
Value Investment Professionals, LLC
INCREASED
Shares3,693 from 3,690
Change+3 (+0%)
Value$1.9M (+$517.6K)
Filed 2026-10-13
Marotta Asset Management
DECREASED
Shares3,683 from 4,030
Change-347 (-9%)
Value$1.9M (+$340.5K)
Filed 2026-10-02
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares3,682 from 3,655
Change+27 (+1%)
Value$1.9M (+$525.2K)
Filed 2026-10-29
Michels Family Financial, LLC
INCREASED
Shares3,680 from 3,448
Change+232 (+7%)
Value$1.9M (+$601.1K)
Filed 2026-11-02
Blue Jean Financial LLC
INCREASED
Shares3,677 from 3,571
Change+106 (+3%)
Value$1.9M (+$553.9K)
Filed 2026-10-20
Alliance Private Wealth, LLC
DECREASED
Shares3,666 from 3,791
Change-125 (-3%)
Value$1.9M (+$466.2K)
Filed 2026-10-20
Defender Capital, Llc.
UNCHANGED
Shares3,662 from 3,662
Change0 (0%)
Value$1.9M (+$512.6K)
Filed 2026-10-01
Kopp Family Office, LLC
DECREASED
Shares3,661 from 4,986
Change-1,325 (-27%)
Value$1.9M (+$17.8K)
Filed 2026-10-21
Compass Wealth Management, LLC
UNCHANGED
Shares3,661 from 3,661
Change0 (0%)
Value$1.9M (+$512.4K)
Filed 2026-10-30
United Capital Management of KS, Inc.
INCREASED
Shares3,656 from 2,617
Change+1,039 (+40%)
Value$1.9M (+$899.0K)
Filed 2026-11-04
Wetzel Investment Advisors, Inc.
DECREASED
Shares3,649 from 3,910
Change-261 (-7%)
Value$1.9M (+$413.1K)
Filed 2026-10-13
Tillman Hartley LLC
DECREASED
Shares3,643 from 3,867
Change-224 (-6%)
Value$1.9M (+$426.1K)
Filed 2026-11-06
Quartz Partners, LLC
INCREASED
Shares3,642 from 2,448
Change+1,194 (+49%)
Value$1.9M (+$954.9K)
Filed 2026-11-03
Friday Financial
INCREASED
Shares3,639 from 1,127
Change+2,512 (+223%)
Value$1.9M (+$1.4M)
Filed 2026-10-09
Prospect Financial Group LLC
DECREASED
Shares3,638 from 4,411
Change-773 (-18%)
Value$1.9M (+$220.5K)
Filed 2026-11-05
Advisory Advocates, LLC
DECREASED
Shares3,620 from 3,984
Change-364 (-9%)
Value$1.9M (+$370.5K)
Filed 2026-11-05
WJ Wealth Management, LLC
INCREASED
Shares3,614 from 3,161
Change+453 (+14%)
Value$1.9M (+$674.4K)
Filed 2026-11-03
Wealth Group Ltd
INCREASED
Shares3,613 from 2,494
Change+1,119 (+45%)
Value$983.8K (+$53.7K)
Filed 2026-10-07
Richwood Investment Advisors, LLC
INCREASED
Shares3,613 from 3,359
Change+254 (+8%)
Value$1.9M (+$600.1K)
Filed 2026-10-30
WealthPoint Financial, LLC
DECREASED
Shares3,603 from 4,473
Change-870 (-19%)
Value$1.8M (+$179.1K)
Filed 2026-11-03
Integrated Capital Management, LLC
DECREASED
Shares3,601 from 3,622
Change-21 (-1%)
Value$1.8M (+$495.9K)
Filed 2026-10-23
Grove Street Fiduciary, LLC
INCREASED
Shares3,600 from 3,595
Change+5 (+0%)
Value$1.8M (+$505.4K)
Filed 2026-10-13
Richmond Investment Services, LLC
INCREASED
Shares3,591 from 3,077
Change+514 (+17%)
Value$1.8M (+$694.0K)
Filed 2026-10-29
Cushing Capital Partners, LLC
INCREASED
Shares3,589 from 2,735
Change+854 (+31%)
Value$1.8M (+$820.4K)
Filed 2026-10-20
MBE Wealth Management, LLC
DECREASED
Shares3,585 from 3,600
Change-15 (0%)
Value$1.8M (+$496.0K)
Filed 2026-10-26
Walker Financial Services, Inc.
DECREASED
Shares3,577 from 3,892
Change-315 (-8%)
Value$1.8M (+$382.9K)
Filed 2026-10-26
Provident Trust Co
DECREASED
Shares3,572 from 6,072
Change-2,500 (-41%)
Value$1.8M (-$432.9K)
Filed 2026-10-29
Elevated Financial Group LLC
INCREASED
Shares3,570 from 3,544
Change+26 (+1%)
Value$1.8M (+$509.1K)
Filed 2026-10-16
Wealth Forward, LLC
INCREASED
Shares3,562 from 3,338
Change+224 (+7%)
Value$1.8M (+$581.8K)
Filed 2026-10-14
Kooman & Associates
INCREASED
Shares3,553 from 3,424
Change+129 (+4%)
Value$1.8M (+$545.1K)
Filed 2026-10-21
Blossom Wealth Management
DECREASED
Shares3,552 from 3,572
Change-20 (-1%)
Value$1.8M (+$489.4K)
Filed 2026-11-03
Asempa Wealth Advisors
INCREASED
Shares3,550 from 3,517
Change+33 (+1%)
Value$1.8M (+$508.3K)
Filed 2026-10-07
Cordoba Advisory Partners LLC
INCREASED
Shares3,544 from 2,527
Change+1,017 (+40%)
Value$1.8M (+$875.0K)
Filed 2026-10-19
Kapitalo Investimentos Ltda
DECREASED
Shares3,535 from 29,335
Change-25,800 (-88%)
Value$1.8M (-$9.1M)
Filed 2026-10-20
Dakota Community Bank & Trust NA
INCREASED
Shares3,524 from 3,174
Change+350 (+11%)
Value$1.8M (+$623.5K)
Filed 2026-10-09
Ping Capital Management, Inc.
DECREASED
Shares3,500 from 6,000
Change-2,500 (-42%)
Value$1.8M (-$443.0K)
Filed 2026-10-13
Gruss & Co., LLC
DECREASED
Shares3,500 from 5,000
Change-1,500 (-30%)
Value$1.8M (-$70.0K)
Filed 2026-11-02
Nova R Wealth, Inc.
INCREASED
Shares3,499 from 3,485
Change+14 (+0%)
Value$1.8M (+$494.7K)
Filed 2026-10-26
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares3,498 from 4,386
Change-888 (-20%)
Value$1.8M (+$158.1K)
Filed 2026-10-20
Gibson Capital, LLC
DECREASED
Shares3,495 from 3,710
Change-215 (-6%)
Value$1.8M (+$408.8K)
Filed 2026-10-23
Grey Fox Wealth Advisors, LLC
DECREASED
Shares3,494 from 3,983
Change-489 (-12%)
Value$1.8M (+$306.6K)
Filed 2026-11-03
Bayshore Asset Management, LLC
DECREASED
Shares3,480 from 3,749
Change-269 (-7%)
Value$1.9M (+$484.8K)
Filed 2026-11-03
Trinity Financial Advisors LLC
DECREASED
Shares3,478 from 3,909
Change-431 (-11%)
Value$1.8M (+$325.7K)
Filed 2026-10-09
Summit Securities Group LLC
DECREASED
Shares3,474 from 125,000
Change-121,526 (-97%)
Value$1.8M (-$44.8M)
Filed 2026-11-05
Rodgers & Associates, LTD
INCREASED
Shares3,469 from 3,465
Change+4 (+0%)
Value$1.8M (+$486.7K)
Filed 2026-10-20
Kendall Capital Management
INCREASED
Shares3,465 from 3,350
Change+115 (+3%)
Value$1.8M (+$527.6K)
Filed 2026-10-23
Advus Financial Partners, LLC
INCREASED
Shares3,458 from 3,094
Change+364 (+12%)
Value$1.8M (+$619.2K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares3,454 from 11,842
Change-8,388 (-71%)
Value$1.8M (-$2.6M)
Filed 2026-10-27
Client First Investment Management LLC
UNCHANGED
Shares3,445 from 3,445
Change0 (0%)
Value$1.8M (+$481.9K)
Filed 2026-10-09
Woodward Financial Advisors, Inc.
INCREASED
Shares3,437 from 3,356
Change+81 (+2%)
Value$1.8M (+$511.1K)
Filed 2026-10-19
Alpha Advisors, LLC
DECREASED
Shares3,426 from 3,460
Change-34 (-1%)
Value$1.8M (+$466.4K)
Filed 2026-10-19
IMPACTfolio, LLC
INCREASED
Shares3,416 from 3,406
Change+10 (+0%)
Value$1.8M (+$481.5K)
Filed 2026-10-28
Dorato Capital Management
INCREASED
Shares3,409 from 3,197
Change+212 (+7%)
Value$1.8M (+$574.8K)
Filed 2026-10-08
Lionshead Wealth Management, LLC
DECREASED
Shares3,407 from 3,445
Change-38 (-1%)
Value$1.7M (+$462.7K)
Filed 2026-10-21
Thayer Partners, LLC / MA
INCREASED
Shares3,403 from 3,032
Change+371 (+12%)
Value$1.7M (+$614.0K)
Filed 2026-11-06
Intergy Private Wealth, LLC
INCREASED
Shares3,394 from 3,241
Change+153 (+5%)
Value$1.7M (+$531.9K)
Filed 2026-10-16
American Capital Advisory, LLC
DECREASED
Shares3,388 from 3,454
Change-66 (-2%)
Value$1.7M (+$449.2K)
Filed 2026-10-28
Michael Brady & Co., LLC
UNCHANGED
Shares3,382 from 3,382
Change0 (0%)
Value$1.7M (+$473.3K)
Filed 2026-10-23
Hibernia Wealth Partners, LLC
INCREASED
Shares3,362 from 2,765
Change+597 (+22%)
Value$1.7M (+$693.4K)
Filed 2026-10-29
Benchmark Financial, LLC
UNCHANGED
Shares3,357 from 3,357
Change0 (0%)
Value$1.7M (+$469.5K)
Filed 2026-10-16
Parkway Wealth Management Group, LLC
INCREASED
Shares3,340 from 3,250
Change+90 (+3%)
Value$1.7M (+$500.8K)
Filed 2026-10-20
North Capital, Inc.
DECREASED
Shares3,335 from 3,538
Change-203 (-6%)
Value$1.8M (+$492.7K)
Filed 2026-10-16
Provident Living Financial Services, Inc.
INCREASED
Shares3,330 from 3,255
Change+75 (+2%)
Value$1.7M (+$523.7K)
Filed 2026-11-03
Bauman Advisory Group, LLC
INCREASED
Shares3,328 from 2,656
Change+672 (+25%)
Value$1.7M (+$716.2K)
Filed 2026-10-29
Bryant Woods Investment Advisors, LLC
DECREASED
Shares3,325 from 3,504
Change-179 (-5%)
Value$1.7M (+$398.4K)
Filed 2026-10-26
Persium Advisors, LLC
INCREASED
Shares3,322 from 3,182
Change+140 (+4%)
Value$1.7M (+$516.9K)
Filed 2026-10-07
Aufman Associates Inc
INCREASED
Shares3,315 from 3,287
Change+28 (+1%)
Value$1.7M (+$473.8K)
Filed 2026-11-04
Rudd Co d/b/a Styre Wealth
NEW
Shares3,306
Change+3,306
Value$1.8M
Filed 2026-10-29
Family Legacy Financial Solutions, LLC
DECREASED
Shares3,305 from 4,368
Change-1,063 (-24%)
Value$1.7M (+$65.5K)
Filed 2026-10-07
Penobscot Wealth Management
INCREASED
Shares3,302 from 3,256
Change+46 (+1%)
Value$1.7M (+$479.1K)
Filed 2026-10-21
Serenity Investment Advisors
DECREASED
Shares3,298 from 3,402
Change-104 (-3%)
Value$1.7M (+$54.7K)
Filed 2026-10-30
Smart Wealth LLC
DECREASED
Shares3,298 from 3,327
Change-29 (-1%)
Value$1.7M (+$450.8K)
Filed 2026-11-04
BlueSky Wealth Advisors, LLC
INCREASED
Shares3,294 from 2,542
Change+752 (+30%)
Value$1.7M (+$741.2K)
Filed 2026-10-29
Redw Wealth LLC
DECREASED
Shares3,291 from 3,308
Change-17 (-1%)
Value$1.7M (+$453.8K)
Filed 2026-11-02
Financial Enhancement Group LLC
INCREASED
Shares3,288 from 3,280
Change+8 (+0%)
Value$1.7M (+$518.4K)
Filed 2026-10-08
Turning Point Benefit Group, Inc.
DECREASED
Shares3,287 from 3,917
Change-630 (-16%)
Value$1.7M (+$215.4K)
Filed 2026-10-28
Clark & Stuart, Inc
INCREASED
Shares3,283 from 3,098
Change+185 (+6%)
Value$1.7M (+$528.2K)
Filed 2026-10-14
Arbor Wealth Advisors LLC
UNCHANGED
Shares3,278 from 3,278
Change0 (0%)
Value$1.7M (+$458.5K)
Filed 2026-10-09
Cambridge Financial Group, LLC
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-06
James Reed Financial Services, Inc.
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$1.7M (+$458.1K)
Filed 2026-10-26
Clear Investment Research, LLC
DECREASED
Shares3,269 from 3,290
Change-21 (-1%)
Value$1.7M (+$449.2K)
Filed 2026-11-06
SFG Wealth Management, Llc.
DECREASED
Shares3,264 from 3,307
Change-43 (-1%)
Value$1.7M (+$440.7K)
Filed 2026-10-23
Vision Financial Markets LLC
INCREASED
Shares3,260 from 3,224
Change+36 (+1%)
Value$1.7M (+$460.7K)
Filed 2026-10-22
Urban Wealth Management, LLC
DECREASED
Shares3,257 from 3,556
Change-299 (-8%)
Value$1.7M (+$344.1K)
Filed 2026-10-21
McClarren Financial Advisors, Inc.
INCREASED
Shares3,256 from 3,254
Change+2 (+0%)
Value$1.7M (+$455.9K)
Filed 2026-10-15
Sightline Wealth Advisors, LLC
DECREASED
Shares3,253 from 3,308
Change-55 (-2%)
Value$1.7M (+$434.6K)
Filed 2026-10-21
Forthright Family Wealth Advisory LLC
UNCHANGED
Shares3,249 from 3,249
Change0 (0%)
Value$1.7M (+$454.6K)
Filed 2026-11-03
Decker Retirement Planning Inc.
DECREASED
Shares3,246 from 4,298
Change-1,052 (-24%)
Value$1.7M (+$61.6K)
Filed 2026-10-19
Zeit Capital LLC
DECREASED
Shares3,245 from 3,252
Change-7 (0%)
Value$1.7M (+$451.3K)
Filed 2026-10-19
3 Factor Indexing, LLC
UNCHANGED
Shares3,243 from 3,243
Change0 (0%)
Value$1.7M (+$453.6K)
Filed 2026-10-15
Altar Rock LLC
INCREASED
Shares3,242 from 3,234
Change+8 (+0%)
Value$1.7M (+$528.3K)
Filed 2026-11-06
Financial Futures Ltd Liability Co.
INCREASED
Shares3,236 from 2,348
Change+888 (+38%)
Value$1.7M (+$783.8K)
Filed 2026-10-13
Trinity Wealth Management, LLC
INCREASED
Shares3,236 from 2,911
Change+325 (+11%)
Value$1.7M (+$573.8K)
Filed 2026-10-13
Lutz Financial Services LLC
INCREASED
Shares3,235 from 3,084
Change+151 (+5%)
Value$1.7M (+$508.8K)
Filed 2026-11-06
Granite FO LLC
UNCHANGED
Shares3,232 from 3,232
Change0 (0%)
Value$1.7M (+$452.1K)
Filed 2026-10-14
Prospera Capital Management, LLC
INCREASED
Shares3,229 from 2,166
Change+1,063 (+49%)
Value$1.7M (+$818.7K)
Filed 2026-10-19
Stewardship Advisors, LLC
DECREASED
Shares3,228 from 3,486
Change-258 (-7%)
Value$1.7M (+$355.3K)
Filed 2026-10-20
Aventus Investment Advisors, Inc.
INCREASED
Shares3,226 from 3,213
Change+13 (+0%)
Value$1.7M (+$456.1K)
Filed 2026-10-09
Austin Asset Management Co Inc
DECREASED
Shares3,222 from 3,253
Change-31 (-1%)
Value$1.7M (+$439.2K)
Filed 2026-10-29
Warner Financial, Inc
DECREASED
Shares3,212 from 3,213
Change-1 (0%)
Value$1.6M (+$448.9K)
Filed 2026-11-06
Sterling Financial Planning, Inc.
DECREASED
Shares3,195 from 3,276
Change-81 (-2%)
Value$1.6M (+$416.6K)
Filed 2026-10-28
Peak Financial Management, Inc.
INCREASED
Shares3,194 from 3,010
Change+184 (+6%)
Value$1.6M (+$515.5K)
Filed 2026-10-16
Holland Advisory Services, Inc.
DECREASED
Shares3,193 from 3,302
Change-109 (-3%)
Value$1.6M (+$406.0K)
Filed 2026-10-26
Uptown Financial Advisors LLC
INCREASED
Shares3,191 from 1,922
Change+1,269 (+66%)
Value$1.6M (+$919.7K)
Filed 2026-10-15
MFG Investments, LLC
NEW
Shares3,189
Change+3,189
Value$1.6M
Filed 2026-10-30
Optima Capital LLC
INCREASED
Shares3,189 from 3,148
Change+41 (+1%)
Value$1.6M (+$461.5K)
Filed 2026-10-29
Sage Investment Advisers LLC
DECREASED
Shares3,185 from 3,357
Change-172 (-5%)
Value$1.6M (+$381.0K)
Filed 2026-10-21
Leslie Global Wealth, LLC
INCREASED
Shares3,177 from 3,138
Change+39 (+1%)
Value$1.6M (+$459.2K)
Filed 2026-10-26
Oasis Advisors, LLC
NEW
Shares3,175
Change+3,175
Value$1.6M
Filed 2026-10-16
Vanguard Capital Wealth Advisors
INCREASED
Shares3,167 from 3,139
Change+28 (+1%)
Value$1.6M (+$453.4K)
Filed 2026-10-16
Randall & Associates Wealth Management
INCREASED
Shares3,163 from 3,052
Change+111 (+4%)
Value$1.6M (+$483.8K)
Filed 2026-10-20
Wagner Wealth Management, Corp
DECREASED
Shares3,161 from 6,771
Change-3,610 (-53%)
Value$1.6M (-$904.4K)
Filed 2026-10-20
Seneca Financial Advisors LLC
DECREASED
Shares3,159 from 3,180
Change-21 (-1%)
Value$1.6M (+$434.2K)
Filed 2026-10-28
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares3,158 from 3,113
Change+45 (+1%)
Value$1.6M (+$458.7K)
Filed 2026-10-16
Investment Planning Advisors, Inc.
INCREASED
Shares3,155 from 2,884
Change+271 (+9%)
Value$1.6M (+$542.3K)
Filed 2026-10-14
Maseco LLP
DECREASED
Shares3,155 from 3,231
Change-76 (-2%)
Value$1.6M (+$413.7K)
Filed 2026-10-27
Bonfire Financial
DECREASED
Shares3,150 from 3,305
Change-155 (-5%)
Value$1.6M (+$382.6K)
Filed 2026-11-06
Rubicon Advisors, GP
INCREASED
Shares3,147 from 3,038
Change+109 (+4%)
Value$1.6M (+$480.5K)
Filed 2026-10-23
Stegner Investment Associates Inc.
INCREASED
Shares3,145 from 2,905
Change+240 (+8%)
Value$1.6M (+$529.4K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
DECREASED
Shares3,145 from 3,170
Change-25 (-1%)
Value$1.6M (+$430.4K)
Filed 2026-10-16
TCP Asset Management, LLC
INCREASED
Shares3,132 from 3,010
Change+122 (+4%)
Value$1.6M (+$497.9K)
Filed 2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares3,124 from 3,194
Change-70 (-2%)
Value$1.6M (+$410.8K)
Filed 2026-10-09
Melfa Wealth Management, Inc.
INCREASED
Shares3,118 from 2,632
Change+486 (+18%)
Value$1.6M (+$617.5K)
Filed 2026-11-06
Unify Financial Advisors
DECREASED
Shares3,117 from 3,419
Change-302 (-9%)
Value$1.6M (+$323.5K)
Filed 2026-11-03
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares3,111 from 3,133
Change-22 (-1%)
Value$1.6M (+$427.0K)
Filed 2026-11-03
Magnolia Wealth Management, LLC
DECREASED
Shares3,108 from 3,405
Change-297 (-9%)
Value$1.6M (+$323.8K)
Filed 2026-10-16
Navigation Group, LLC
INCREASED
Shares3,105 from 2,963
Change+142 (+5%)
Value$1.6M (+$487.6K)
Filed 2026-10-28
Reap Financial Group, LLC
INCREASED
Shares3,094 from 2,453
Change+641 (+26%)
Value$1.6M (+$672.2K)
Filed 2026-11-02
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares3,093 from 3,093
Change0 (0%)
Value$1.6M (+$432.6K)
Filed 2026-10-22
Lionsbridge Wealth Management LLC
DECREASED
Shares3,077 from 3,409
Change-332 (-10%)
Value$1.6M (+$307.1K)
Filed 2026-10-26
Good Steward Wealth Advisors,LLC
DECREASED
Shares3,072 from 3,277
Change-205 (-6%)
Value$1.6M (+$353.2K)
Filed 2026-11-06
Sprinkle Financial Consultants LLC
DECREASED
Shares3,068 from 3,431
Change-363 (-11%)
Value$1.6M (+$293.7K)
Filed 2026-10-09
Financial Planning Navigators Corp
INCREASED
Shares3,066 from 1,671
Change+1,395 (+83%)
Value$1.6M (+$949.3K)
Filed 2026-10-14
Bay Capital Advisors, LLC
DECREASED
Shares3,059 from 3,191
Change-132 (-4%)
Value$1.6M (+$378.6K)
Filed 2026-10-16
Lexington Hill Partners, LLC
INCREASED
Shares3,057 from 2,964
Change+93 (+3%)
Value$1.6M (+$462.1K)
Filed 2026-10-13
Fidelis iM, LLC
INCREASED
Shares3,055 from 2,852
Change+203 (+7%)
Value$1.6M (+$503.1K)
Filed 2026-10-16
BostonPremier Wealth LLC
DECREASED
Shares3,049 from 3,308
Change-259 (-8%)
Value$1.6M (+$329.7K)
Filed 2026-10-16
Shade Tree Advisors LLC
NEW
Shares3,046
Change+3,046
Value$1.6M
Filed 2026-10-22
Armbruster Capital Management, Inc.
DECREASED
Shares3,046 from 3,201
Change-155 (-5%)
Value$1.6M (+$368.3K)
Filed 2026-10-19
Burkett Asset Management Ltd
DECREASED
Shares3,045 from 3,330
Change-285 (-9%)
Value$1.6M (+$319.6K)
Filed 2026-10-13
Flower City Capital
DECREASED
Shares3,041 from 3,149
Change-108 (-3%)
Value$1.6M (+$385.1K)
Filed 2026-10-15
Parker Financial LLC
DECREASED
Shares3,038 from 3,109
Change-71 (-2%)
Value$1.6M (+$398.5K)
Filed 2026-11-05
Dorval Corp
INCREASED
Shares3,035 from 2,678
Change+357 (+13%)
Value$1.6M (+$558.0K)
Filed 2026-10-29
Bright Futures Wealth Management, Llc.
DECREASED
Shares3,034 from 3,100
Change-66 (-2%)
Value$1.6M (+$400.2K)
Filed 2026-10-23
Avid Wealth Partners LLC
INCREASED
Shares3,033 from 2,831
Change+202 (+7%)
Value$1.6M (+$499.6K)
Filed 2026-11-03
Basso Capital Management, L.P.
INCREASED
Shares3,032 from 2,927
Change+105 (+4%)
Value$1.6M (+$463.4K)
Filed 2026-10-30
Opulen Financial Group LLC
INCREASED
Shares3,030 from 2,557
Change+473 (+19%)
Value$1.6M (+$600.4K)
Filed 2026-10-22
Ceera Investments, LLC
DECREASED
Shares3,030 from 3,103
Change-73 (-2%)
Value$1.6M (+$396.6K)
Filed 2026-11-02
Corecam AG
DECREASED
Shares3,029 from 18,779
Change-15,750 (-84%)
Value$1.6M (-$5.5M)
Filed 2026-10-29
Omni 360 Wealth, Inc.
INCREASED
Shares3,028 from 2,942
Change+86 (+3%)
Value$1.6M (+$455.8K)
Filed 2026-10-13
Capstone Capital Management Ltd
INCREASED
Shares3,026 from 1,809
Change+1,217 (+67%)
Value$1.6M (+$877.2K)
Filed 2026-10-21
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares3,024 from 2,368
Change+656 (+28%)
Value$1.6M (+$667.7K)
Filed 2026-11-06
J.M. Arbour, LLC
DECREASED
Shares3,008 from 4,015
Change-1,007 (-25%)
Value$1.5M (+$44.7K)
Filed 2026-11-05
Milestones Private Investment Advisors LLC
DECREASED
Shares3,003 from 3,034
Change-31 (-1%)
Value$1.5M (+$408.5K)
Filed 2026-10-19
Rasp Wealth Solutions, LLC
INCREASED
Shares2,999 from 1,675
Change+1,324 (+79%)
Value$1.5M (+$913.3K)
Filed 2026-11-06
Primoris Wealth Advisors, LLC
INCREASED
Shares2,983 from 1,608
Change+1,375 (+86%)
Value$1.5M (+$930.2K)
Filed 2026-10-28
Lynch Investment Planning, LLC
DECREASED
Shares2,976 from 3,083
Change-107 (-3%)
Value$1.5M (+$376.6K)
Filed 2026-10-27
Castleview Partners, LLC
DECREASED
Shares2,969 from 4,280
Change-1,311 (-31%)
Value$1.5M (-$73.6K)
Filed 2026-10-09
SwitchPoint Financial Planning, LLC
DECREASED
Shares2,968 from 3,056
Change-88 (-3%)
Value$1.5M (+$382.3K)
Filed 2026-11-02
Clearview Wealth Management LLC
DECREASED
Shares2,967 from 3,267
Change-300 (-9%)
Value$1.6M (+$393.8K)
Filed 2026-10-16
T3 Companies, LLC
INCREASED
Shares2,966 from 2,599
Change+367 (+14%)
Value$1.5M (+$551.8K)
Filed 2026-10-22
Innovative Wealth Building LLC
INCREASED
Shares2,961 from 2,929
Change+32 (+1%)
Value$1.5M (+$426.0K)
Filed 2026-10-14
Insight 2811, Inc.
DECREASED
Shares2,956 from 3,159
Change-203 (-6%)
Value$1.5M (+$337.8K)
Filed 2026-11-06
Harbor Group, Inc.
INCREASED
Shares2,952 from 2,051
Change+901 (+44%)
Value$1.5M (+$749.2K)
Filed 2026-10-14
O'Connor Financial Group LLC
INCREASED
Shares2,952 from 2,820
Change+132 (+5%)
Value$1.5M (+$462.2K)
Filed 2026-10-26
HBE Wealth Management, LLC
INCREASED
Shares2,948 from 2,399
Change+549 (+23%)
Value$1.5M (+$617.2K)
Filed 2026-11-06
Slocum, Gordon & Co LLP
DECREASED
Shares2,929 from 3,329
Change-400 (-12%)
Value$1.5M (+$260.5K)
Filed 2026-10-19
Ferguson Shapiro LLC
INCREASED
Shares2,929 from 2,821
Change+108 (+4%)
Value$1.5M (+$449.6K)
Filed 2026-10-16
Hyposwiss Advisors SA
UNCHANGED
Shares2,924 from 2,924
Change0 (0%)
Value$1.5M (+$409.0K)
Filed 2026-10-26
Mullaney, Keating & Wright, Inc.
INCREASED
Shares2,919 from 2,867
Change+52 (+2%)
Value$1.5M (+$427.7K)
Filed 2026-10-19
Diesslin Group, Inc.
INCREASED
Shares2,919 from 2,918
Change+1 (+0%)
Value$1.5M (+$408.6K)
Filed 2026-10-14
Financial Guidance Group, Inc.
DECREASED
Shares2,910 from 2,952
Change-42 (-1%)
Value$1.5M (+$391.4K)
Filed 2026-10-21
Sageworth Trust Co
INCREASED
Shares2,907 from 2,607
Change+300 (+12%)
Value$1.5M (+$518.5K)
Filed 2026-10-30
Gouws Capital LLC
UNCHANGED
Shares2,894 from 2,894
Change0 (0%)
Value$1.5M (+$404.8K)
Filed 2026-10-09
RHS Financial, LLC
DECREASED
Shares2,887 from 2,950
Change-63 (-2%)
Value$1.5M (+$380.4K)
Filed 2026-10-13
North Berkeley Wealth Management, LLC
INCREASED
Shares2,878 from 2,692
Change+186 (+7%)
Value$1.5M (+$472.0K)
Filed 2026-11-02
Clarity Wealth Development LLC
DECREASED
Shares2,871 from 3,527
Change-656 (-19%)
Value$1.5M (+$157.0K)
Filed 2026-10-22
Peirce Capital Management, LLC
DECREASED
Shares2,871 from 3,007
Change-136 (-5%)
Value$1.5M (+$350.8K)
Filed 2026-10-19
Commerce Advisors, LLC
DECREASED
Shares2,867 from 2,935
Change-68 (-2%)
Value$1.5M (+$375.7K)
Filed 2026-10-19
ASO Group Ltd
INCREASED
Shares2,863 from 2,776
Change+87 (+3%)
Value$1.5K (-$1.0M)
Filed 2026-11-05
Bear Mountain Capital, Inc.
DECREASED
Shares2,860 from 2,905
Change-45 (-2%)
Value$1.5M (+$394.7K)
Filed 2026-11-04
Joseph P. Lucia & Associates, LLC
INCREASED
Shares2,856 from 2,551
Change+305 (+12%)
Value$1.5M (+$513.6K)
Filed 2026-10-30
Paragon Capital Management Inc
INCREASED
Shares2,854 from 2,807
Change+47 (+2%)
Value$1.5M (+$416.8K)
Filed 2026-10-15
Hughes Financial Services, LLC
INCREASED
Shares2,841 from 2,529
Change+312 (+12%)
Value$1.5M (+$562.6K)
Filed 2026-10-30
Wingate Wealth Advisors, Inc.
INCREASED
Shares2,831 from 2,010
Change+821 (+41%)
Value$1.5M (+$702.4K)
Filed 2026-10-26
Ridgepath Capital Management LLC
DECREASED
Shares2,829 from 3,498
Change-669 (-19%)
Value$1.5M (+$145.9K)
Filed 2026-10-29
Weil Company, Inc.
INCREASED
Shares2,827 from 2,666
Change+161 (+6%)
Value$1.5M (+$455.6K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
INCREASED
Shares2,826 from 1,625
Change+1,201 (+74%)
Value$1.4M (+$842.9K)
Filed 2026-10-29
PFS Partners, LLC
INCREASED
Shares2,809 from 2,726
Change+83 (+3%)
Value$1.4M (+$423.9K)
Filed 2026-10-21
Ipsen Advisor Group LLC
DECREASED
Shares2,806 from 2,810
Change-4 (0%)
Value$1.4M (+$390.7K)
Filed 2026-10-29
Long Island Wealth Management, Inc.
INCREASED
Shares2,802 from 2,226
Change+576 (+26%)
Value$1.4M (+$606.8K)
Filed 2026-10-20
Darrow Company, Inc.
INCREASED
Shares2,798 from 2,428
Change+370 (+15%)
Value$1.4M (+$529.4K)
Filed 2026-10-22
FNY Investment Advisers, LLC
INCREASED
Shares2,794 from 2,790
Change+4 (+0%)
Value$1.4K (+$393)
Filed 2026-10-16
Reyes Financial Architecture, Inc.
DECREASED
Shares2,789 from 2,833
Change-44 (-2%)
Value$1.4M (+$373.6K)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
INCREASED
Shares2,781 from 2,381
Change+400 (+17%)
Value$1.3M (+$461.0K)
Filed 2026-11-02
Blankinship & Foster, LLC
UNCHANGED
Shares2,778 from 2,778
Change0 (0%)
Value$1.4M (+$388.7K)
Filed 2026-10-19
Chris Bulman Inc
INCREASED
Shares2,777 from 2,640
Change+137 (+5%)
Value$1.4M (+$439.8K)
Filed 2026-10-20
Northland Securities, Inc.
DECREASED
Shares2,775 from 2,995
Change-220 (-7%)
Value$1.4M (+$306.1K)
Filed 2026-11-02
Carroll Advisory Group, LLC
INCREASED
Shares2,774 from 2,563
Change+211 (+8%)
Value$1.4M (+$466.7K)
Filed 2026-10-16
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares2,774 from 2,830
Change-56 (-2%)
Value$1.4M (+$367.2K)
Filed 2026-10-28
R. W. Roge & Company, Inc.
DECREASED
Shares2,773 from 2,781
Change-8 (0%)
Value$1.4K (-$1.0M)
Filed 2026-11-04
Jmac Enterprises LLC
DECREASED
Shares2,771 from 2,786
Change-15 (-1%)
Value$1.4M (+$382.0K)
Filed 2026-10-30
Contravisory Investment Management, Inc.
DECREASED
Shares2,758 from 13,873
Change-11,115 (-80%)
Value$1.4M (-$3.8M)
Filed 2026-10-13
Brickley Wealth Management
INCREASED
Shares2,755 from 2,335
Change+420 (+18%)
Value$1.4M (+$542.0K)
Filed 2026-11-04
Kraematon Investment Advisors, Inc
INCREASED
Shares2,745 from 2,743
Change+2 (+0%)
Value$1.4M (+$384.5K)
Filed 2026-11-02
Seed Wealth Management, Inc.
DECREASED
Shares2,737 from 2,827
Change-90 (-3%)
Value$1.4M (+$349.3K)
Filed 2026-10-20
JHP Wealth Management, LLC
UNCHANGED
Shares2,737 from 2,737
Change0 (0%)
Value$1.4M (+$382.8K)
Filed 2026-11-06
Kure Advisory, LLC
DECREASED
Shares2,735 from 2,822
Change-87 (-3%)
Value$1.4M (+$350.2K)
Filed 2026-10-08
Avaii Wealth Management, LLC
INCREASED
Shares2,731 from 2,480
Change+251 (+10%)
Value$1.4M (+$488.4K)
Filed 2026-10-09
Epiq Partners, LLC
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$1.4M (+$380.5K)
Filed 2026-10-07
Outfitters Financial LLC
INCREASED
Shares2,715 from 1,125
Change+1,590 (+141%)
Value$1.4M (+$972.9K)
Filed 2026-10-23
Bedminster, LLC
DECREASED
Shares2,713 from 2,797
Change-84 (-3%)
Value$1.4M (+$348.2K)
Filed 2026-11-04
USAdvisors Wealth Management, LLC
DECREASED
Shares2,711 from 2,970
Change-259 (-9%)
Value$1.4K (-$1.1M)
Filed 2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares2,700 from 2,764
Change-64 (-2%)
Value$1.4M (+$353.8K)
Filed 2026-10-27
21 West Wealth Management LLC
DECREASED
Shares2,699 from 2,786
Change-87 (-3%)
Value$1.4M (+$345.1K)
Filed 2026-10-13
Columbia Advisory Partners LLC
INCREASED
Shares2,698 from 2,561
Change+137 (+5%)
Value$1.4M (+$428.7K)
Filed 2026-10-15
Burk Holdings LLC
INCREASED
Shares2,696 from 2,532
Change+164 (+6%)
Value$1.4M (+$438.3K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
INCREASED
Shares2,694 from 2,438
Change+256 (+11%)
Value$1.4M (+$472.6K)
Filed 2026-10-07
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares2,691 from 2,814
Change-123 (-4%)
Value$1.4M (+$330.5K)
Filed 2026-10-05
Guardian Capital, LLC
DECREASED
Shares2,685 from 3,011
Change-326 (-11%)
Value$1.4M (+$254.0K)
Filed 2026-11-06
Tuttle Capital Management, LLC
NEW
Shares2,684
Change+2,684
Value$1.4M
Filed 2026-10-21
Englebert Financial Advisers, LLC
DECREASED
Shares2,683 from 2,772
Change-89 (-3%)
Value$1.4M (+$342.1K)
Filed 2026-10-20
West Financial Advisors, LLC
UNCHANGED
Shares2,681 from 2,681
Change0 (0%)
Value$1.4M (+$375.0K)
Filed 2026-10-22
McMill Wealth Management
INCREASED
Shares2,661 from 2,296
Change+365 (+16%)
Value$1.4M (+$508.4K)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
INCREASED
Shares2,660 from 2,353
Change+307 (+13%)
Value$1.4M (+$486.2K)
Filed 2026-10-29
Equita Financial Network, Inc.
DECREASED
Shares2,657 from 2,867
Change-210 (-7%)
Value$1.4M (+$293.2K)
Filed 2026-10-19
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares2,655 from 2,655
Change0 (0%)
Value$1.4M (+$371.5K)
Filed 2026-10-21
New England Capital Financial Advisors LLC
INCREASED
Shares2,652 from 2,483
Change+169 (+7%)
Value$1.4M (+$433.8K)
Filed 2026-11-03
Main Line Retirement Advisors, LLC
INCREASED
Shares2,642 from 2,641
Change+1 (+0%)
Value$1.4M (+$370.3K)
Filed 2026-10-14
Charter Capital Management, Llc\de
DECREASED
Shares2,635 from 2,704
Change-69 (-3%)
Value$1.4M (+$343.2K)
Filed 2026-10-28
marrick wealth, LLC
DECREASED
Shares2,635 from 2,658
Change-23 (-1%)
Value$1.4M (+$360.0K)
Filed 2026-10-20
Sensible Money, LLC
INCREASED
Shares2,632 from 2,419
Change+213 (+9%)
Value$1.3M (+$447.3K)
Filed 2026-10-20
GuidedMoney, LLC
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$1.3M (+$368.2K)
Filed 2026-10-29
Partners in Financial Planning
UNCHANGED
Shares2,623 from 2,623
Change0 (0%)
Value$1.3M (+$366.9K)
Filed 2026-11-06
Belleair Asset Management, LLC
DECREASED
Shares2,622 from 2,633
Change-11 (0%)
Value$1.3M (+$363.1K)
Filed 2026-11-03
Climber Capital SA
INCREASED
Shares2,610 from 1,359
Change+1,251 (+92%)
Value$1.3M (+$763.3K)
Filed 2026-10-20
Cogent Strategic Wealth LLC
DECREASED
Shares2,610 from 2,741
Change-131 (-5%)
Value$1.3M (+$316.2K)
Filed 2026-10-22
Fortune 45 LLC
INCREASED
Shares2,609 from 2,533
Change+76 (+3%)
Value$1.3M (+$392.3K)
Filed 2026-10-14
Highland Financial Advisors, LLC
INCREASED
Shares2,608 from 1,840
Change+768 (+42%)
Value$1.3M (+$651.3K)
Filed 2026-10-19
Fortress Financial Solutions, LLC
NEW
Shares2,600
Change+2,600
Value$1.3M
Filed 2026-10-14
Glaxis Capital Management, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$1.3M (+$363.7K)
Filed 2026-11-02
Fortress Financial Group, LLC
DECREASED
Shares2,597 from 2,616
Change-19 (-1%)
Value$1.3M (+$356.0K)
Filed 2026-10-21
WealthSpring Partners, LLC
DECREASED
Shares2,593 from 3,865
Change-1,272 (-33%)
Value$1.3M (-$112.1K)
Filed 2026-10-14
Hiley Hunt Wealth Management
DECREASED
Shares2,590 from 2,731
Change-141 (-5%)
Value$1.3M (+$309.7K)
Filed 2026-10-08
Ballew Advisors, Inc
DECREASED
Shares2,571 from 2,887
Change-316 (-11%)
Value$1.3M (+$203.3K)
Filed 2026-10-05
Arlington Capital Management Inc
INCREASED
Shares2,567 from 2,564
Change+3 (+0%)
Value$1.3M (+$360.1K)
Filed 2026-10-30
Noble Family Wealth, LLC
INCREASED
Shares2,562 from 2,556
Change+6 (+0%)
Value$1.3M (+$360.6K)
Filed 2026-10-26
Terril Brothers, Inc.
INCREASED
Shares2,555 from 2,515
Change+40 (+2%)
Value$1.3M (+$372.3K)
Filed 2026-11-06
Schuylkill Financial LLC
DECREASED
Shares2,551 from 3,165
Change-614 (-19%)
Value$1.3M (+$127.8K)
Filed 2026-10-21
IronBridge Private Wealth, LLC
DECREASED
Shares2,548 from 5,234
Change-2,686 (-51%)
Value$1.3M (-$645.5K)
Filed 2026-11-03
Welch Financial Planning, LLC
INCREASED
Shares2,545 from 1,875
Change+670 (+36%)
Value$1.3M (+$605.9K)
Filed 2026-11-06
Cedar Mountain Advisors, LLC
DECREASED
Shares2,530 from 2,759
Change-229 (-8%)
Value$1.3M (+$268.3K)
Filed 2026-10-15
AJ Advisors, LLC
INCREASED
Shares2,528 from 2,520
Change+8 (+0%)
Value$1.3M (+$356.4K)
Filed 2026-10-29
Covestor Ltd
DECREASED
Shares2,522 from 2,689
Change-167 (-6%)
Value$1.3K (-$1.0M)
Filed 2026-10-30
ShoreHaven Wealth Partners, LLC
INCREASED
Shares2,518 from 2,365
Change+153 (+6%)
Value$1.3M (+$409.5K)
Filed 2026-10-16
Legacy Advisory Services, LLC
INCREASED
Shares2,517 from 2,198
Change+319 (+15%)
Value$1.3M (+$471.2K)
Filed 2026-10-20
ForthRight Wealth Management, LLC
INCREASED
Shares2,517 from 2,320
Change+197 (+8%)
Value$1.3M (+$425.6K)
Filed 2026-11-06
Master's Wealth Management Inc.
INCREASED
Shares2,513 from 2,274
Change+239 (+11%)
Value$1.3M (+$440.9K)
Filed 2026-10-22
GoalFusion Wealth Management, LLC
INCREASED
Shares2,508 from 2,115
Change+393 (+19%)
Value$1.3M (+$497.4K)
Filed 2026-10-06
Puff Wealth Management, LLC
INCREASED
Shares2,506 from 2,333
Change+173 (+7%)
Value$1.3M (+$415.3K)
Filed 2026-10-07
Family Investment Center, Inc.
INCREASED
Shares2,504 from 933
Change+1,571 (+168%)
Value$1.3M (+$936.4K)
Filed 2026-10-19
Heritage OAK Wealth Advisors LLC
INCREASED
Shares2,504 from 2,154
Change+350 (+16%)
Value$1.3M (+$480.9K)
Filed 2026-10-14
ACT Wealth Management, LLC
DECREASED
Shares2,496 from 2,539
Change-43 (-2%)
Value$1.3M (+$333.0K)
Filed 2026-10-09
IAG Wealth Partners, LLC
INCREASED
Shares2,494 from 2,236
Change+258 (+12%)
Value$1.3M (+$445.4K)
Filed 2026-11-06
GGM Financial LLC
INCREASED
Shares2,489 from 2,486
Change+3 (+0%)
Value$1.3M (+$349.4K)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
INCREASED
Shares2,484 from 1,986
Change+498 (+25%)
Value$1.3M (+$533.2K)
Filed 2026-10-16
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares2,482 from 2,586
Change-104 (-4%)
Value$1.3M (+$308.4K)
Filed 2026-11-02
Austin Wealth Management, LLC
INCREASED
Shares2,477 from 2,029
Change+448 (+22%)
Value$1.3M (+$495.4K)
Filed 2026-11-06
Integrity Wealth Advisors, Inc.
NEW
Shares2,471
Change+2,471
Value$1.3M
Filed 2026-10-29
Meredith Wealth Planning
DECREASED
Shares2,471 from 2,504
Change-33 (-1%)
Value$1.3M (+$333.7K)
Filed 2026-10-14
E6 Portfolios, LLC
INCREASED
Shares2,471 from 2,455
Change+16 (+1%)
Value$1.3M (+$352.0K)
Filed 2026-10-26
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares2,469 from 2,468
Change+1 (+0%)
Value$1.3M (+$345.6K)
Filed 2026-10-07
Oak Thistle LLC
NEW
Shares2,465
Change+2,465
Value$1.3M
Filed 2026-10-21
Foundry Financial LLC
INCREASED
Shares2,465 from 1,918
Change+547 (+29%)
Value$1.3M (+$548.9K)
Filed 2026-10-16
Blvd Private Wealth, LLC
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$1.3M (+$344.4K)
Filed 2026-10-14
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares2,459
Change+2,459
Value$1.3M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares2,459 from 2,565
Change-106 (-4%)
Value$1.3M (+$304.3K)
Filed 2026-10-20
Valpey Financial Services, LLC
UNCHANGED
Shares2,457 from 2,457
Change0 (0%)
Value$1.3M (+$343.8K)
Filed 2026-10-30
Clarity Capital Advisors, LLC
UNCHANGED
Shares2,454 from 2,454
Change0 (0%)
Value$1.3M (+$343.3K)
Filed 2026-10-27
LAM Group, Inc.
DECREASED
Shares2,453 from 2,455
Change-2 (0%)
Value$1.3M (+$342.2K)
Filed 2026-10-26
Marathon Strategic Advisors, LLC
DECREASED
Shares2,447 from 2,451
Change-4 (0%)
Value$1.3M (+$340.9K)
Filed 2026-10-20
Albert D Mason Inc
INCREASED
Shares2,443 from 2,411
Change+32 (+1%)
Value$1.3M (+$353.6K)
Filed 2026-10-27
Orin Green Financial, LLC
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$1.3M (+$341.6K)
Filed 2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares2,438 from 2,454
Change-16 (-1%)
Value$1.3M (+$334.7K)
Filed 2026-10-28
Opus Financial Solutions LLC
DECREASED
Shares2,426 from 2,866
Change-440 (-15%)
Value$1.2M (+$175.4K)
Filed 2026-11-06
PTM Wealth Management, LLC
DECREASED
Shares2,426 from 2,588
Change-162 (-6%)
Value$1.3M (+$295.8K)
Filed 2026-10-23
AdviceOne Advisory Services, LLC
INCREASED
Shares2,417 from 2,355
Change+62 (+3%)
Value$1.2M (+$360.9K)
Filed 2026-10-19
Sharper & Granite LLC
DECREASED
Shares2,415 from 3,301
Change-886 (-27%)
Value$894.0K (-$337.4K)
Filed 2026-11-02
Wrenne Financial Planning LLC
INCREASED
Shares2,415 from 2,411
Change+4 (+0%)
Value$1.2M (+$339.3K)
Filed 2026-10-30
Brown Financial Advisory
DECREASED
Shares2,414 from 3,014
Change-600 (-20%)
Value$1.2M (+$113.6K)
Filed 2026-11-05
Thor Trading Advisors, LLC
INCREASED
Shares2,411 from 1,072
Change+1,339 (+125%)
Value$1.2M (+$836.7K)
Filed 2026-11-05
Noble Wealth Management PBC
INCREASED
Shares2,409 from 2,393
Change+16 (+1%)
Value$1.2M (+$343.0K)
Filed 2026-10-01
Granville Capital, Inc.
INCREASED
Shares2,407 from 1,902
Change+505 (+27%)
Value$1.2M (+$524.7K)
Filed 2026-11-05
Alterna Wealth Management, Inc
DECREASED
Shares2,407 from 2,743
Change-336 (-12%)
Value$1.2M (+$211.5K)
Filed 2026-10-27
True Wealth Design, LLC
DECREASED
Shares2,399 from 2,405
Change-6 (0%)
Value$1.2M (+$333.4K)
Filed 2026-10-13
Steph & Co
INCREASED
Shares2,391 from 2,175
Change+216 (+10%)
Value$1.2M (+$415.0K)
Filed 2026-10-07
Gallacher Capital Management LLC
DECREASED
Shares2,387 from 2,578
Change-191 (-7%)
Value$1.2M (+$263.0K)
Filed 2026-10-30
Bestgate Wealth Advisors, LLC
INCREASED
Shares2,385 from 1,002
Change+1,383 (+138%)
Value$1.2M (+$849.4K)
Filed 2026-10-13
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares2,375 from 2,192
Change+183 (+8%)
Value$1.2M (+$400.5K)
Filed 2026-10-21
Soundwatch Capital LLC
INCREASED
Shares2,375 from 2,228
Change+147 (+7%)
Value$1.2M (+$398.0K)
Filed 2026-11-04
Shakespeare Wealth Management, LLC
NEW
Shares2,373
Change+2,373
Value$1.2M
Filed 2026-10-28
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares2,372 from 2,027
Change+345 (+17%)
Value$1.2M (+$460.6K)
Filed 2026-10-15
Future Financial Wealth Managment LLC
DECREASED
Shares2,371 from 2,481
Change-110 (-4%)
Value$1.2M (+$269.5K)
Filed 2026-10-15
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares2,371 from 2,286
Change+85 (+4%)
Value$1.2M (+$363.5K)
Filed 2026-10-26
True Link Financial Advisors, LLC
DECREASED
Shares2,365 from 2,644
Change-279 (-11%)
Value$1.2M (+$226.7K)
Filed 2026-10-27
Morton Brown Family Wealth, LLC
DECREASED
Shares2,363 from 4,530
Change-2,167 (-48%)
Value$1.2M (-$477.8K)
Filed 2026-10-23
Conestoga Capital Advisors, LLC
DECREASED
Shares2,354 from 2,359
Change-5 (0%)
Value$1.2M (+$327.4K)
Filed 2026-11-02
Good Harbor Advisors, Inc.
DECREASED
Shares2,352 from 2,691
Change-339 (-13%)
Value$1.2M (+$202.6K)
Filed 2026-10-20
Schwartz Investment Counsel Inc
DECREASED
Shares2,345 from 2,445
Change-100 (-4%)
Value$1.2M (+$290.7K)
Filed 2026-10-26
Schaeffer Financial LLC
UNCHANGED
Shares2,344 from 2,344
Change0 (0%)
Value$1.2M (+$327.9K)
Filed 2026-10-23
Summit Financial Consulting LLC
INCREASED
Shares2,342 from 2,195
Change+147 (+7%)
Value$1.2M (+$382.8K)
Filed 2026-10-15
Stone House Investment Management, LLC
INCREASED
Shares2,338 from 2,181
Change+157 (+7%)
Value$1.2M (+$385.4K)
Filed 2026-10-23
Sound Portfolio Advisors, LLC
DECREASED
Shares2,335 from 2,355
Change-20 (-1%)
Value$1.2M (+$319.2K)
Filed 2026-11-05
Merited Wealth, LLC
DECREASED
Shares2,334 from 2,338
Change-4 (0%)
Value$1.2M (+$325.0K)
Filed 2026-10-13
Decision Investments, Inc
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$1.2M (+$326.5K)
Filed 2026-10-07
Lpwm LLC
INCREASED
Shares2,329 from 2,239
Change+90 (+4%)
Value$1.2M (+$359.5K)
Filed 2026-10-20
Gainline Financial Partners, LLC
DECREASED
Shares2,327 from 2,337
Change-10 (0%)
Value$1.2M (+$321.7K)
Filed 2026-10-15
Colorado Capital Management, Inc.
DECREASED
Shares2,319 from 3,261
Change-942 (-29%)
Value$1.2K (-$27)
Filed 2026-10-15
Stanich Group LLC
INCREASED
Shares2,318 from 2,310
Change+8 (+0%)
Value$1.2M (+$327.3K)
Filed 2026-10-16
Red Mountain Financial, LLC
DECREASED
Shares2,317 from 2,518
Change-201 (-8%)
Value$1.2M (+$249.2K)
Filed 2026-11-03
Foundry Financial Group, Inc.
INCREASED
Shares2,314 from 2,081
Change+233 (+11%)
Value$1.2M (+$410.6K)
Filed 2026-10-28
Factor Wealth Management LTD
DECREASED
Shares2,308 from 4,208
Change-1,900 (-45%)
Value$1.2M (-$385.9K)
Filed 2026-10-08
Allen Wealth Management, LLC
DECREASED
Shares2,298 from 2,438
Change-140 (-6%)
Value$1.2M (+$269.2K)
Filed 2026-10-29
6th Street Advisors, LLC
UNCHANGED
Shares2,293 from 2,293
Change0 (0%)
Value$1.2M (+$320.7K)
Filed 2026-10-14
Sage Financial Management Group, Inc.
DECREASED
Shares2,292 from 2,317
Change-25 (-1%)
Value$1.2M (+$311.2K)
Filed 2026-11-06
Cedar Point Capital Partners, LLC
INCREASED
Shares2,289 from 2,279
Change+10 (+0%)
Value$1.2M (+$323.9K)
Filed 2026-10-29
Keener Financial Planning LLC
DECREASED
Shares2,288 from 2,357
Change-69 (-3%)
Value$1.2M (+$294.8K)
Filed 2026-11-06
Sound Stewardship, LLC
DECREASED
Shares2,287 from 2,424
Change-137 (-6%)
Value$1.2M (+$268.8K)
Filed 2026-10-14
Advantage Trust Co
INCREASED
Shares2,278 from 2,178
Change+100 (+5%)
Value$1.2M (+$355.9K)
Filed 2026-10-19
Collaborative Capital Advisors LLC
INCREASED
Shares2,268 from 2,067
Change+201 (+10%)
Value$1.2M (+$392.1K)
Filed 2026-11-06
High Point Wealth Management, LLC
INCREASED
Shares2,259 from 1,873
Change+386 (+21%)
Value$1.2M (+$460.1K)
Filed 2026-11-05
Sentinel Advisory Group, LLC
INCREASED
Shares2,258 from 2,107
Change+151 (+7%)
Value$1.2M (+$372.2K)
Filed 2026-10-20
Zenith Solutions, Inc.
INCREASED
Shares2,256 from 2,124
Change+132 (+6%)
Value$1.2M (+$364.7K)
Filed 2026-10-19
Pembroke Management, LTD
INCREASED
Shares2,253 from 1,945
Change+308 (+16%)
Value$1.2M (+$430.0K)
Filed 2026-10-21
Arnhold LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$1.2M (+$314.7K)
Filed 2026-10-26
Dupree Financial Group, LLC
UNCHANGED
Shares2,248 from 2,248
Change0 (0%)
Value$1.2M (+$314.5K)
Filed 2026-10-09
Ulrich Consultants & Investment Group, LLC
NEW
Shares2,245
Change+2,245
Value$1.2M
Filed 2026-10-13
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares2,239 from 1,739
Change+500 (+29%)
Value$1.1M (+$499.7K)
Filed 2026-10-16
Integrated Wealth Management
INCREASED
Shares2,234 from 2,193
Change+41 (+2%)
Value$1.1M (+$328.0K)
Filed 2026-10-19
Insight Wealth Partners, LLC
DECREASED
Shares2,231 from 2,320
Change-89 (-4%)
Value$1.1M (+$278.8K)
Filed 2026-10-26
Foundation Wealth Management, Llc\pa
INCREASED
Shares2,227 from 2,108
Change+119 (+6%)
Value$1.1M (+$356.0K)
Filed 2026-10-14
Plan Group Financial, LLC
DECREASED
Shares2,226 from 2,650
Change-424 (-16%)
Value$1.2M (+$195.2K)
Filed 2026-10-22
Shrier Wealth Management, LLC
INCREASED
Shares2,221 from 2,213
Change+8 (+0%)
Value$1.1M (+$313.4K)
Filed 2026-10-20
Catalyst Investment Management LLC
INCREASED
Shares2,216 from 2,061
Change+155 (+8%)
Value$1.1M (+$367.9K)
Filed 2026-10-21
Verisail Partners, LLC
INCREASED
Shares2,209 from 2,074
Change+135 (+7%)
Value$1.1M (+$359.4K)
Filed 2026-10-19
Miller Global Investments, LLC
INCREASED
Shares2,205 from 1,879
Change+326 (+17%)
Value$1.1M (+$430.0K)
Filed 2026-10-02
WealthCare Asset Management, LLC
DECREASED
Shares2,201 from 4,402
Change-2,201 (-50%)
Value$1.1M (-$513.1K)
Filed 2026-10-26
SpringVest Wealth Management LLC
INCREASED
Shares2,191 from 1,792
Change+399 (+22%)
Value$1.1M (+$455.4K)
Filed 2026-10-27
Investment Management Corp
DECREASED
Shares2,181 from 2,251
Change-70 (-3%)
Value$1.1M (+$279.1K)
Filed 2026-11-03
Horrell Capital Management, Inc.
DECREASED
Shares2,175 from 2,405
Change-230 (-10%)
Value$1.1M (+$218.4K)
Filed 2026-10-08
High Probability Advisors, LLC
INCREASED
Shares2,167 from 2,067
Change+100 (+5%)
Value$1.1M (+$340.4K)
Filed 2026-10-19
SoundView Advisors Inc.
INCREASED
Shares2,161 from 1,220
Change+941 (+77%)
Value$1.1K (-$453.9K)
Filed 2026-11-04
Kassira Wealth Management LLC
DECREASED
Shares2,159 from 4,328
Change-2,169 (-50%)
Value$1.1M (-$506.9K)
Filed 2026-10-28
Philip James Wealth Mangement, LLC
INCREASED
Shares2,143 from 2,131
Change+12 (+1%)
Value$1.1M (+$304.4K)
Filed 2026-10-27
Entruity Wealth, LLC
DECREASED
Shares2,133 from 2,201
Change-68 (-3%)
Value$1.1M (+$273.0K)
Filed 2026-11-06
FWG Investments, Llc.
DECREASED
Shares2,131 from 2,171
Change-40 (-2%)
Value$1.1M (+$283.4K)
Filed 2026-11-03
Carmel Capital Partners, LLC
INCREASED
Shares2,123 from 1,880
Change+243 (+13%)
Value$1.1M (+$387.8K)
Filed 2026-11-03
Daviman Financial, LLC
DECREASED
Shares2,118 from 2,767
Change-649 (-23%)
Value$1.1M (+$53.9K)
Filed 2026-11-06
DeLarme Wealth Management, Inc.
INCREASED
Shares2,111 from 1,967
Change+144 (+7%)
Value$1.1M (+$349.1K)
Filed 2026-10-30
Level Financial Advisors
DECREASED
Shares2,109 from 2,242
Change-133 (-6%)
Value$1.1M (+$245.1K)
Filed 2026-10-13
S&A Financial Services, Inc.
DECREASED
Shares2,104 from 2,752
Change-648 (-24%)
Value$1.1M (+$52.3K)
Filed 2026-11-03
L.K. Benson & Company, P.C.
DECREASED
Shares2,102 from 2,214
Change-112 (-5%)
Value$1.1M (+$252.3K)
Filed 2026-10-23
Gimbal Financial
DECREASED
Shares2,093 from 2,524
Change-431 (-17%)
Value$1.1M (+$132.2K)
Filed 2026-10-19
Kelsey Financial, LLC
DECREASED
Shares2,092 from 2,106
Change-14 (-1%)
Value$1.1M (+$287.4K)
Filed 2026-10-28
Farnam Financial LLC
INCREASED
Shares2,091 from 2,060
Change+31 (+2%)
Value$1.1M (+$338.1K)
Filed 2026-10-21
Mustard Seed Financial, LLC
INCREASED
Shares2,091 from 2,081
Change+10 (+0%)
Value$1.1M (+$296.2K)
Filed 2026-10-30
Ddfg, Inc
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$1.1M (+$292.4K)
Filed 2026-10-15
Yardley Wealth Management LLC
INCREASED
Shares2,085 from 667
Change+1,418 (+213%)
Value$1.1M (+$820.8K)
Filed 2026-10-23
Clear Point Advisors Inc.
INCREASED
Shares2,084 from 1,983
Change+101 (+5%)
Value$1.1M (+$329.3K)
Filed 2026-10-30
Seros Financial, LLC
INCREASED
Shares2,078 from 1,966
Change+112 (+6%)
Value$1.1M (+$332.4K)
Filed 2026-10-21
Websterrogers Financial Advisors, LLC
DECREASED
Shares2,076 from 2,282
Change-206 (-9%)
Value$1.1M (+$213.5K)
Filed 2026-11-02
Thomas Story & SON LLC
INCREASED
Shares2,075 from 1,995
Change+80 (+4%)
Value$1.1M (+$320.1K)
Filed 2026-10-13
A&I Financial Services, LLC
INCREASED
Shares2,073 from 2,058
Change+15 (+1%)
Value$1.1M (+$295.6K)
Filed 2026-10-15
Truefg, LLC
INCREASED
Shares2,073 from 2,071
Change+2 (+0%)
Value$1.1M (+$290.7K)
Filed 2026-10-15
Lighthouse Wealth Management Inc.
DECREASED
Shares2,072 from 2,088
Change-16 (-1%)
Value$1.1M (+$283.9K)
Filed 2026-10-13
IFS Advisors, LLC
INCREASED
Shares2,068 from 107
Change+1,961 (+1833%)
Value$1.1M (+$1.0M)
Filed 2026-10-14
Ardent Capital Management, Inc.
UNCHANGED
Shares2,067 from 2,067
Change0 (0%)
Value$1.1M (+$289.1K)
Filed 2026-10-16
PMG Family Office LLC
INCREASED
Shares2,063 from 2,042
Change+21 (+1%)
Value$1.1M (+$296.4K)
Filed 2026-10-19
Walleye Partners, LLC
DECREASED
Shares2,061 from 2,092
Change-31 (-1%)
Value$1.1M (+$276.9K)
Filed 2026-10-13
Compass Financial Group, Inc
INCREASED
Shares2,060 from 1,384
Change+676 (+49%)
Value$1.1M (+$540.5K)
Filed 2026-10-13
Wilkins Miller Wealth Management, LLC
DECREASED
Shares2,056 from 2,087
Change-31 (-1%)
Value$1.1M (+$276.1K)
Filed 2026-10-13
Fulcrum Equity Management
DECREASED
Shares2,047 from 3,916
Change-1,869 (-48%)
Value$1.1M (-$410.8K)
Filed 2026-10-21
Centerline Wealth Advisors, LLC
INCREASED
Shares2,047 from 1,973
Change+74 (+4%)
Value$1.0M (+$313.9K)
Filed 2026-10-15
Lountzis Asset Management, LLC
INCREASED
Shares2,045 from 1,789
Change+256 (+14%)
Value$1.0M (+$381.5K)
Filed 2026-10-30
Lane Brothers & Co Inc
DECREASED
Shares2,040 from 3,868
Change-1,828 (-47%)
Value$1.0M (-$396.6K)
Filed 2026-11-02
Carmel Capital Management L.L.C.
UNCHANGED
Shares2,039 from 2,039
Change0 (0%)
Value$1.0M (+$285.2K)
Filed 2026-10-30
Arkansas Financial Group, Inc.
UNCHANGED
Shares2,022 from 2,022
Change0 (0%)
Value$1.0M (+$282.8K)
Filed 2026-10-26
Orca Wealth Management, LLC
INCREASED
Shares2,016 from 1,913
Change+103 (+5%)
Value$1.0M (+$320.7K)
Filed 2026-10-14
Boyum Wealth Architects LLC
INCREASED
Shares2,015 from 1,972
Change+43 (+2%)
Value$1.0M (+$271.8K)
Filed 2026-10-06
Manuka Financial, LLC
INCREASED
Shares2,012 from 1,908
Change+104 (+5%)
Value$988.0K (+$276.3K)
Filed 2026-10-16
Thompson Davis & Co., Inc.
DECREASED
Shares2,008 from 2,158
Change-150 (-7%)
Value$1.0M (+$224.9K)
Filed 2026-11-05
Compass Financial Group, Inc.
INCREASED
Shares2,005 from 1,830
Change+175 (+10%)
Value$1.0M (+$345.7K)
Filed 2026-11-06
Winnacle Wealth LLC
INCREASED
Shares1,999 from 1,931
Change+68 (+4%)
Value$1.0M (+$304.9K)
Filed 2026-10-15
Citrine Capital LLC
INCREASED
Shares1,997 from 1,828
Change+169 (+9%)
Value$1.0M (+$342.4K)
Filed 2026-10-14
Stewardship Concepts Financial Services LLC
INCREASED
Shares1,993 from 1,906
Change+87 (+5%)
Value$1.0M (+$311.3K)
Filed 2026-10-06
Halter Ferguson Financial Inc.
DECREASED
Shares1,990 from 2,276
Change-286 (-13%)
Value$1.0M (+$171.7K)
Filed 2026-10-21
Breachway Investments LLC
INCREASED
Shares1,990 from 1,865
Change+125 (+7%)
Value$1.0M (+$325.0K)
Filed 2026-10-19
Maltin Wealth Management, Inc.
DECREASED
Shares1,986 from 2,108
Change-122 (-6%)
Value$1.0M (+$232.3K)
Filed 2026-10-13
Mann Financial Group, Inc.
INCREASED
Shares1,984 from 1,921
Change+63 (+3%)
Value$1.0M (+$300.9K)
Filed 2026-10-15
Auctus Advisors LLC
INCREASED
Shares1,978 from 1,890
Change+88 (+5%)
Value$1.0M (+$309.4K)
Filed 2026-10-23
Waller Financial Planning Group, Inc
DECREASED
Shares1,976 from 2,124
Change-148 (-7%)
Value$1.0M (+$221.4K)
Filed 2026-10-07
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$1.0M (+$276.2K)
Filed 2026-10-14
Summit Investment Advisors, Inc.\KS
INCREASED
Shares1,971 from 1,970
Change+1 (+0%)
Value$1.0M (+$275.9K)
Filed 2026-11-05
ProCore Advisors, LLC
DECREASED
Shares1,970 from 2,073
Change-103 (-5%)
Value$1.0M (+$237.1K)
Filed 2026-10-14
Beacon Financial Planning, Inc
INCREASED
Shares1,969 from 1,645
Change+324 (+20%)
Value$1.0M (+$396.0K)
Filed 2026-11-04
Accordant Advisory Group Inc
UNCHANGED
Shares1,965 from 1,965
Change0 (0%)
Value$1.0M (+$274.9K)
Filed 2026-10-29
Stage Harbor Financial, LLC
INCREASED
Shares1,957 from 1,530
Change+427 (+28%)
Value$1.0M (+$433.0K)
Filed 2026-11-03
Bluestem Financial Advisors, LLC
INCREASED
Shares1,952 from 1,611
Change+341 (+21%)
Value$1.0M (+$400.3K)
Filed 2026-10-20
Forbes Financial Planning, Inc.
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$999.1K (+$272.5K)
Filed 2026-10-23
JDH Wealth Management, LLC
INCREASED
Shares1,945 from 1,668
Change+277 (+17%)
Value$997.6K (+$375.4K)
Filed 2026-10-20
Global Wealth Management, LLC
INCREASED
Shares1,943 from 1,940
Change+3 (+0%)
Value$996.8K (+$273.1K)
Filed 2026-10-15
Weinberger Asset Management, Inc
INCREASED
Shares1,942 from 1,826
Change+116 (+6%)
Value$996.0K (+$147.6K)
Filed 2026-10-28
McAlister, Sweet & Associates, Inc.
DECREASED
Shares1,935 from 14,632
Change-12,697 (-87%)
Value$992.5K (-$4.5M)
Filed 2026-10-07
Enzi Wealth
INCREASED
Shares1,935 from 1,678
Change+257 (+15%)
Value$1.1M (+$405.7K)
Filed 2026-10-14
RMG Wealth Management LLC
INCREASED
Shares1,934 from 1,887
Change+47 (+2%)
Value$1.0M (+$83.2K)
Filed 2026-10-26
Martel Wealth Advisors LLC
DECREASED
Shares1,932 from 2,246
Change-314 (-14%)
Value$990.7K (+$153.1K)
Filed 2026-10-14
One Degree Advisors Inc
DECREASED
Shares1,929 from 2,398
Change-469 (-20%)
Value$1.0M (+$1.0M)
Filed 2026-11-06
Henderson Brothers Financial Partners, LLC
INCREASED
Shares1,925 from 1,744
Change+181 (+10%)
Value$987.1K (+$336.7K)
Filed 2026-11-03
Blue Capital, Inc.
INCREASED
Shares1,917 from 1,898
Change+19 (+1%)
Value$983.2K (+$275.2K)
Filed 2026-10-13
Haven Private, LLC
DECREASED
Shares1,907 from 2,378
Change-471 (-20%)
Value$978.3K (+$91.4K)
Filed 2026-10-27
Legacy Solutions, LLC
DECREASED
Shares1,907 from 1,956
Change-49 (-3%)
Value$977.8K (+$248.2K)
Filed 2026-10-07
Praxis Capital Management LLC
DECREASED
Shares1,903 from 3,940
Change-2,037 (-52%)
Value$976.0K (-$493.7K)
Filed 2026-10-16
Hoese & Co LLP
DECREASED
Shares1,903 from 2,176
Change-273 (-13%)
Value$976.0K (+$164.4K)
Filed 2026-10-21
Letson Investment Management, Inc.
UNCHANGED
Shares1,903 from 1,903
Change0 (0%)
Value$976.0K (+$266.2K)
Filed 2026-11-05
CGC Financial Services, LLC
UNCHANGED
Shares1,901 from 1,901
Change0 (0%)
Value$975.0K (+$265.9K)
Filed 2026-10-13
Boyer Financial Services, Inc.
INCREASED
Shares1,900 from 1,898
Change+2 (+0%)
Value$974.6K (+$233.4K)
Filed 2026-10-23
United Financial Planning Group LLC
DECREASED
Shares1,898 from 1,945
Change-47 (-2%)
Value$973.7K (+$248.2K)
Filed 2026-11-04
MontVue Capital Management, Inc.
UNCHANGED
Shares1,897 from 1,897
Change0 (0%)
Value$973.0K (+$265.4K)
Filed 2026-10-19
Guilbault Capital LLC
DECREASED
Shares1,896 from 1,941
Change-45 (-2%)
Value$972.3K (+$248.4K)
Filed 2026-10-28
Stegent Equity Advisors, Inc.
DECREASED
Shares1,895 from 2,040
Change-145 (-7%)
Value$972.0K (+$210.9K)
Filed 2026-10-13
ETF Portfolio Partners, Inc.
INCREASED
Shares1,888 from 1,789
Change+99 (+6%)
Value$968.4K (+$301.0K)
Filed 2026-10-22
Prism Planning Partners LLC
INCREASED
Shares1,877 from 1,794
Change+83 (+5%)
Value$962.8K (+$293.5K)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$961.8K (+$262.3K)
Filed 2026-10-23
Hemming& Wealth Management, Inc.
INCREASED
Shares1,874 from 1,873
Change+1 (+0%)
Value$961.0K (+$262.2K)
Filed 2026-10-20
Penney Financial, LLC
INCREASED
Shares1,873 from 1,861
Change+12 (+1%)
Value$960.7K (+$266.5K)
Filed 2026-10-20
TL Private Wealth
INCREASED
Shares1,872 from 1,672
Change+200 (+12%)
Value$1.0M (+$362.9K)
Filed 2026-10-13
Ridgeline Wealth Planning, LLC
INCREASED
Shares1,871 from 1,320
Change+551 (+42%)
Value$959.9K (+$467.3K)
Filed 2026-10-29
Lavelle Capital LP
DECREASED
Shares1,869 from 2,823
Change-954 (-34%)
Value$958.6K (-$94.4K)
Filed 2026-11-03
Whipplewood Advisors, LLC
DECREASED
Shares1,860 from 2,199
Change-339 (-15%)
Value$954.0K (+$133.7K)
Filed 2026-10-20
Riverchase Wealth Management, LLC
INCREASED
Shares1,857 from 1,785
Change+72 (+4%)
Value$952.6K (+$286.7K)
Filed 2026-10-28
Grand Central Investment Group
DECREASED
Shares1,851 from 1,891
Change-40 (-2%)
Value$949.4K (+$244.0K)
Filed 2026-11-02
Whitcomb & Hess, Inc.
INCREASED
Shares1,848 from 1,841
Change+7 (+0%)
Value$948.1K (+$261.2K)
Filed 2026-10-07
One Plus One Wealth Management, LLC
DECREASED
Shares1,845 from 2,044
Change-199 (-10%)
Value$946.5K (+$183.9K)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED
Shares1,845 from 1,793
Change+52 (+3%)
Value$946.3K (+$277.5K)
Filed 2026-11-03
Southern Financial Group, LLC
INCREASED
Shares1,844 from 1,833
Change+11 (+1%)
Value$945.9K (+$262.1K)
Filed 2026-10-30
Western Reserve Capital Management, LLC
UNCHANGED
Shares1,838 from 1,838
Change0 (0%)
Value$942.7K (+$257.1K)
Filed 2026-10-14
Timonier Family Office, Ltd.
UNCHANGED
Shares1,834 from 1,834
Change0 (0%)
Value$940.7K (+$256.5K)
Filed 2026-11-03
Sierra Summit Advisors LLC
DECREASED
Shares1,829 from 1,997
Change-168 (-8%)
Value$938.1K (+$193.2K)
Filed 2026-10-28
BetterWealth, LLC
INCREASED
Shares1,826 from 1,820
Change+6 (+0%)
Value$936.6K (+$257.7K)
Filed 2026-10-15
Cobblestone Asset Management LLC
INCREASED
Shares1,825 from 1,824
Change+1 (+0%)
Value$936.0K (+$255.6K)
Filed 2026-10-13
Topel & Distasi Wealth Management, LLC
DECREASED
Shares1,820 from 1,889
Change-69 (-4%)
Value$933.5K (+$228.8K)
Filed 2026-11-05
Stolz & Associates, PS
DECREASED
Shares1,818 from 1,841
Change-23 (-1%)
Value$932.5K (+$245.7K)
Filed 2026-11-05
Valued Wealth Advisors LLC
INCREASED
Shares1,817 from 1,462
Change+355 (+24%)
Value$931.8K (+$386.6K)
Filed 2026-11-05
Freedom Financial Partners LLC
DECREASED
Shares1,817 from 1,897
Change-80 (-4%)
Value$931.8K (+$224.1K)
Filed 2026-10-19
Monetary Solutions, Ltd
DECREASED
Shares1,815 from 1,830
Change-15 (-1%)
Value$930.9K (+$248.3K)
Filed 2026-10-22
Pinnacle Financial Group, LLC / IL
INCREASED
Shares1,812 from 1,760
Change+52 (+3%)
Value$929.4K (+$272.9K)
Filed 2026-10-29
Auour Investments LLC
UNCHANGED
Shares1,807 from 1,807
Change0 (0%)
Value$926.8K (+$252.8K)
Filed 2026-10-28
Provident Wealth Management, LLC
DECREASED
Shares1,805 from 2,514
Change-709 (-28%)
Value$925.8K (-$12.0K)
Filed 2026-10-20
Washington Capital Management, Inc
DECREASED
Shares1,780 from 1,855
Change-75 (-4%)
Value$913.0K (+$221.0K)
Filed 2026-10-19
Marathon Mission, Inc.
INCREASED
Shares1,776 from 1,734
Change+42 (+2%)
Value$910.9K (+$264.1K)
Filed 2026-10-01
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares1,776 from 1,776
Change0 (0%)
Value$910.9K (+$248.4K)
Filed 2026-11-05
Compass Financial Services Inc
DECREASED
Shares1,774 from 1,953
Change-179 (-9%)
Value$910.3K (+$182.0K)
Filed 2026-11-06
Bull Oak Capital, LLC
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$909.8K (+$248.1K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$909.6K (+$248.1K)
Filed 2026-10-23
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares1,773 from 929
Change+844 (+91%)
Value$909.0K (+$562.7K)
Filed 2026-10-29
PVG Asset Management Corp
INCREASED
Shares1,773 from 1,634
Change+139 (+9%)
Value$909.6K (+$299.9K)
Filed 2026-10-19
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares1,773 from 1,749
Change+24 (+1%)
Value$909.5K (+$257.0K)
Filed 2026-10-26
Fifth Third Securities, Inc.
NEW
Shares1,772
Change+1,772
Value$908.9K
Filed 2026-10-21
Financial Symmetry Inc
DECREASED
Shares1,770 from 2,193
Change-423 (-19%)
Value$907.6K (+$89.8K)
Filed 2026-10-06
DBK Financial Counsel, LLC
DECREASED
Shares1,765 from 1,776
Change-11 (-1%)
Value$905.1K (+$242.6K)
Filed 2026-10-13
Richard Young Associates, Ltd.
DECREASED
Shares1,758 from 1,775
Change-17 (-1%)
Value$901.8K (+$239.9K)
Filed 2026-11-03
Dedeker Financial LLC
INCREASED
Shares1,754 from 1,673
Change+81 (+5%)
Value$899.6K (+$275.6K)
Filed 2026-10-23
Dodds Wealth, LLC
DECREASED
Shares1,751 from 1,899
Change-148 (-8%)
Value$898.1K (+$189.7K)
Filed 2026-11-02
Royal Palms Capital LLC
INCREASED
Shares1,750 from 1,732
Change+18 (+1%)
Value$897.6K (+$251.5K)
Filed 2026-10-23
Nearside Advisors, LLC
NEW
Shares1,746
Change+1,746
Value$895.7K
Filed 2026-10-20
Dara Capital US, Inc.
DECREASED
Shares1,746 from 8,969
Change-7,223 (-81%)
Value$893.9K (-$2.4M)
Filed 2026-10-29
Asset Allocation Strategies LLC
DECREASED
Shares1,746 from 2,087
Change-341 (-16%)
Value$895.4K (+$117.0K)
Filed 2026-10-20
RM Financial Services, LLC
DECREASED
Shares1,744 from 1,747
Change-3 (0%)
Value$894.7K (+$242.9K)
Filed 2026-11-03
Succession Financial, Inc.
INCREASED
Shares1,739 from 778
Change+961 (+124%)
Value$891.8K (+$601.7K)
Filed 2026-10-14
AmeriServ Wealth Advisors
DECREASED
Shares1,738 from 1,890
Change-152 (-8%)
Value$891.4K (+$186.4K)
Filed 2026-10-21
BancFirst Trust & Investment Management
DECREASED
Shares1,737 from 2,569
Change-832 (-32%)
Value$884.1K (-$62.8K)
Filed 2026-10-30
Forteris Wealth Management Inc.
DECREASED
Shares1,735 from 1,851
Change-116 (-6%)
Value$889.9K (+$199.4K)
Filed 2026-10-13
Closed-End Fund Advisors, Inc.
INCREASED
Shares1,734 from 1,701
Change+33 (+2%)
Value$889.2K (+$254.7K)
Filed 2026-11-04
Winter & Associates, Inc.
UNCHANGED
Shares1,734 from 1,734
Change0 (0%)
Value$922.4K (+$275.6K)
Filed 2026-10-23
Parkshore Wealth Management, Inc.
UNCHANGED
Shares1,734 from 1,734
Change0 (0%)
Value$889.2K (+$242.5K)
Filed 2026-10-13
JIM Saulnier & Associates, LLC
DECREASED
Shares1,732 from 1,811
Change-79 (-4%)
Value$888.5K (+$212.9K)
Filed 2026-11-04
Hofer & Associates. Inc
DECREASED
Shares1,723 from 7,038
Change-5,315 (-76%)
Value$883.6K (-$1.7M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares1,723 from 1,808
Change-85 (-5%)
Value$883.6K (+$209.4K)
Filed 2026-10-14
Councilor Wealth, LLC
DECREASED
Shares1,720 from 1,875
Change-155 (-8%)
Value$882.3K (+$182.6K)
Filed 2026-10-09
Objective Capital Management, LLC
INCREASED
Shares1,718 from 1,618
Change+100 (+6%)
Value$881.2K (+$277.6K)
Filed 2026-10-13
Frontier Asset Management, LLC
DECREASED
Shares1,717 from 2,284
Change-567 (-25%)
Value$880.7K (+$28.8K)
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares1,715 from 1,688
Change+27 (+2%)
Value$879.7K (+$249.9K)
Filed 2026-11-05
Scratch Capital LLC
INCREASED
Shares1,714 from 1,519
Change+195 (+13%)
Value$879.2K (+$312.6K)
Filed 2026-11-02
Strategic Advisory Partners, LLC
INCREASED
Shares1,714 from 1,712
Change+2 (+0%)
Value$879.3K (+$240.7K)
Filed 2026-11-06
ATX Financial Planning, LLC
DECREASED
Shares1,713 from 2,712
Change-999 (-37%)
Value$878.7K (-$132.8K)
Filed 2026-10-14
Hegarty Advisors, LLC
DECREASED
Shares1,713 from 1,714
Change-1 (0%)
Value$878.6K (+$239.2K)
Filed 2026-10-20
CFC Planning Co LLC
INCREASED
Shares1,711 from 1,550
Change+161 (+10%)
Value$877.8K (+$299.6K)
Filed 2026-10-28
GreatBanc Trust Co
INCREASED
Shares1,710 from 1,666
Change+44 (+3%)
Value$877.1K (+$255.6K)
Filed 2026-11-04
Lockerman Financial Group, Inc.
INCREASED
Shares1,709 from 1,474
Change+235 (+16%)
Value$876.5K (+$326.7K)
Filed 2026-10-19
Veratis Advisors, Inc.
DECREASED
Shares1,706 from 2,215
Change-509 (-23%)
Value$875.1K (+$48.9K)
Filed 2026-11-03
Echo Wealth Management, LLC
DECREASED
Shares1,696 from 2,283
Change-587 (-26%)
Value$869.9K (+$18.3K)
Filed 2026-10-15
Briggs Wealth Management, Inc
UNCHANGED
Shares1,694 from 1,694
Change0 (0%)
Value$869.1K (+$237.0K)
Filed 2026-10-26
A4 Wealth Advisors LLC
INCREASED
Shares1,693 from 1,625
Change+68 (+4%)
Value$868.3K (+$262.2K)
Filed 2026-10-20
Gladstone Capital Management LLP
DECREASED
Shares1,687 from 1,810
Change-123 (-7%)
Value$865.3K (+$190.1K)
Filed 2026-11-06
GR Financial Group, LLC
DECREASED
Shares1,685 from 1,695
Change-10 (-1%)
Value$864.4K (+$232.1K)
Filed 2026-10-27
Wealthstar Advisors, LLC
UNCHANGED
Shares1,681 from 1,681
Change0 (0%)
Value$862.2K (+$235.2K)
Filed 2026-10-19
Burrus Financial Services, Inc.
INCREASED
Shares1,679 from 1,676
Change+3 (+0%)
Value$861.3K (+$236.0K)
Filed 2026-10-22
Stone Loft Wealth Management LLC
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$859.0K (+$196.5K)
Filed 2026-11-03
Nottingham Advisors, Inc.
INCREASED
Shares1,670 from 804
Change+866 (+108%)
Value$871.1K (+$547.6K)
Filed 2026-10-29
Woodside Wealth Management LLC
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$854.0K (+$232.9K)
Filed 2026-10-16
Prosperity Advisers, LLC
INCREASED
Shares1,663 from 1,610
Change+53 (+3%)
Value$852.9K (+$252.5K)
Filed 2026-10-28
Dahring | Cusmano LLC
DECREASED
Shares1,658 from 1,847
Change-189 (-10%)
Value$850.3K (+$161.4K)
Filed 2026-11-03
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,649 from 577
Change+1,072 (+186%)
Value$846.2K (+$631.0K)
Filed 2026-11-02
Cresta Advisors, Ltd.
DECREASED
Shares1,645 from 4,079
Change-2,434 (-60%)
Value$843.7K (-$677.8K)
Filed 2026-10-14
Independence Financial Advisors, LLC
DECREASED
Shares1,640 from 1,663
Change-23 (-1%)
Value$841.0K (+$220.7K)
Filed 2026-10-08
John W. Brooker & Co., CPAs
INCREASED
Shares1,633 from 1,312
Change+321 (+24%)
Value$837.7K (+$348.2K)
Filed 2026-10-21
Total Investment Management Inc
DECREASED
Shares1,631 from 1,667
Change-36 (-2%)
Value$836.6K (+$61.9K)
Filed 2026-10-22
Whitegate Investment Counselors, Inc.
DECREASED
Shares1,618 from 1,982
Change-364 (-18%)
Value$829.8K (+$90.6K)
Filed 2026-11-02
Foronjy Financial LLC
DECREASED
Shares1,614 from 1,783
Change-169 (-9%)
Value$827.7K (+$162.7K)
Filed 2026-10-14
Straight Path Wealth Management
INCREASED
Shares1,612 from 1,031
Change+581 (+56%)
Value$827.0K (+$442.3K)
Filed 2026-10-23
Banta Asset Management LP
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$826.3K (+$225.3K)
Filed 2026-11-02
Tull Financial Group, Inc.
DECREASED
Shares1,609 from 1,610
Change-1 (0%)
Value$825.2K (+$224.7K)
Filed 2026-11-05
Single Point Partners, LLC
DECREASED
Shares1,608 from 1,945
Change-337 (-17%)
Value$824.7K (+$99.0K)
Filed 2026-10-19
Kitching Partners, LLC
INCREASED
Shares1,603 from 1,487
Change+116 (+8%)
Value$822.0K (+$267.1K)
Filed 2026-11-02
GEN Financial Management, Inc.
INCREASED
Shares1,600 from 1,536
Change+64 (+4%)
Value$820.6K (+$247.7K)
Filed 2026-10-13
Sfam, LLC
DECREASED
Shares1,596 from 1,631
Change-35 (-2%)
Value$818.6K (+$210.2K)
Filed 2026-11-03
Baron Financial Group, LLC
INCREASED
Shares1,595 from 1,594
Change+1 (+0%)
Value$818.0K (+$223.3K)
Filed 2026-10-09
Merrithew & Thorsten Inc
DECREASED
Shares1,589 from 1,590
Change-1 (0%)
Value$815.1K (+$222.1K)
Filed 2026-11-06
Aureum Wealth Management, LLC
DECREASED
Shares1,586 from 1,624
Change-38 (-2%)
Value$813.5K (+$207.7K)
Filed 2026-10-15
Beacon Wealthcare LLC
INCREASED
Shares1,585 from 1,339
Change+246 (+18%)
Value$813.1K (+$313.7K)
Filed 2026-10-02
Briaud Financial Planning Inc
INCREASED
Shares1,584 from 1,386
Change+198 (+14%)
Value$812.6K (+$295.6K)
Filed 2026-10-20
Fortitude Financial, LLC
INCREASED
Shares1,578 from 1,480
Change+98 (+7%)
Value$809.4K (+$257.3K)
Filed 2026-10-19
Oceanside Advisors LLC
INCREASED
Shares1,571 from 1,521
Change+50 (+3%)
Value$805.9K (+$238.4K)
Filed 2026-11-03
Alamar Capital Management, LLC
DECREASED
Shares1,571 from 1,596
Change-25 (-2%)
Value$805.7K (+$210.3K)
Filed 2026-11-02
Krane Financial Solutions LLC
DECREASED
Shares1,567 from 1,644
Change-77 (-5%)
Value$803.6K (+$190.4K)
Filed 2026-10-30
Lauer Wealth, LLC
NEW
Shares1,564
Change+1,564
Value$817.4K
Filed 2026-10-13
Boyd Wealth Management, LLC
NEW
Shares1,564
Change+1,564
Value$802.3K
Filed 2026-10-20
Parrish Capital LLC
DECREASED
Shares1,564 from 1,585
Change-21 (-1%)
Value$802.2K (+$210.9K)
Filed 2026-10-01
Aspect Partners, LLC
INCREASED
Shares1,558 from 1,038
Change+520 (+50%)
Value$798.9K (+$411.8K)
Filed 2026-10-20
Aegis Wealth Management, Inc.
DECREASED
Shares1,558 from 1,702
Change-144 (-8%)
Value$799.1K (+$164.3K)
Filed 2026-10-26
Merkkuri Wealth Advisors LLC
DECREASED
Shares1,551 from 1,614
Change-63 (-4%)
Value$795.6K (+$193.6K)
Filed 2026-11-03
Liberty Atlantic Advisors LLC
INCREASED
Shares1,549 from 615
Change+934 (+152%)
Value$794.7K (+$565.1K)
Filed 2026-10-14
Strategent Financial, LLC
DECREASED
Shares1,547 from 1,602
Change-55 (-3%)
Value$793.5K (+$195.9K)
Filed 2026-10-30
GenWealth Group, Inc.
INCREASED
Shares1,545 from 1,353
Change+192 (+14%)
Value$792.9K (+$288.2K)
Filed 2026-10-16
Align Financial, LLC
INCREASED
Shares1,543 from 1,477
Change+66 (+4%)
Value$791.4K (+$240.5K)
Filed 2026-10-16
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares1,539 from 1,539
Change0 (0%)
Value$789.4K (+$215.3K)
Filed 2026-10-09
Dynamic Wealth Strategies, LLC
INCREASED
Shares1,527 from 1,368
Change+159 (+12%)
Value$783.2K (+$272.9K)
Filed 2026-10-16
Boston Standard Wealth Management, LLC
DECREASED
Shares1,526 from 1,542
Change-16 (-1%)
Value$783.2K (+$188.9K)
Filed 2026-10-07
New Perspectives, Inc
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$780.9K (+$213.0K)
Filed 2026-10-14
Three Arch Wealth Management LLC
INCREASED
Shares1,519 from 1,078
Change+441 (+41%)
Value$778.9K (+$376.6K)
Filed 2026-10-20
Family Office Research LLC
DECREASED
Shares1,519 from 1,572
Change-53 (-3%)
Value$779.4K (+$193.1K)
Filed 2026-10-14
Ariston Services Group
INCREASED
Shares1,518 from 1,021
Change+497 (+49%)
Value$778.6K (+$397.7K)
Filed 2026-10-16
Sara-Bay Financial
DECREASED
Shares1,515 from 1,573
Change-58 (-4%)
Value$777.2K (+$190.3K)
Filed 2026-10-21
Collaborative Wealth Managment Inc.
DECREASED
Shares1,513 from 1,517
Change-4 (0%)
Value$776.0K (+$210.1K)
Filed 2026-11-06
Squire Investment Management Company, LLC
INCREASED
Shares1,511 from 1,278
Change+233 (+18%)
Value$775.2K (+$298.4K)
Filed 2026-11-03
Cdkv Holdings LLC
INCREASED
Shares1,509 from 1,508
Change+1 (+0%)
Value$773.8K (+$211.2K)
Filed 2026-10-28
Pearl Planning LLC
INCREASED
Shares1,501 from 1,145
Change+356 (+31%)
Value$769.9K (+$342.8K)
Filed 2026-10-13
Strategic Wealth Advisors LLC
INCREASED
Shares1,490 from 1,473
Change+17 (+1%)
Value$764.2K (+$763.5K)
Filed 2026-11-06
FSA Investment Group, LLC
INCREASED
Shares1,487 from 1,402
Change+85 (+6%)
Value$762.7K (+$239.7K)
Filed 2026-10-07
Tiller Private Wealth, Inc.
INCREASED
Shares1,485 from 1,371
Change+114 (+8%)
Value$761.8K (+$250.3K)
Filed 2026-10-26
Portland Financial Advisors Inc
UNCHANGED
Shares1,485 from 1,485
Change0 (0%)
Value$761.7K (+$207.7K)
Filed 2026-10-26
Graham Capital Wealth Management, LLC
DECREASED
Shares1,476 from 1,480
Change-4 (0%)
Value$757.0K (+$205.0K)
Filed 2026-10-26
Guardsman Private Capital Management, Inc.
INCREASED
Shares1,475 from 1,427
Change+48 (+3%)
Value$756.8K (+$224.3K)
Filed 2026-10-19
Sagace Wealth Management LLC
INCREASED
Shares1,474 from 851
Change+623 (+73%)
Value$756.0K (+$438.6K)
Filed 2026-10-28
Joel Adams & Associates, Inc.
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$756.1K (+$206.2K)
Filed 2026-11-02
Andina Capital Management, LLC
INCREASED
Shares1,473 from 1,297
Change+176 (+14%)
Value$755.5K (+$271.7K)
Filed 2026-10-21
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares1,466 from 1,466
Change0 (0%)
Value$751.9K (+$205.1K)
Filed 2026-10-09
Midwest Financial Network, LLC
DECREASED
Shares1,460 from 1,691
Change-231 (-14%)
Value$748.8K (+$117.9K)
Filed 2026-10-13
EnRich Financial Partners LLC
INCREASED
Shares1,459 from 1,436
Change+23 (+2%)
Value$748.1K (+$212.3K)
Filed 2026-10-21
Lifetime Wealth Management P.C.
DECREASED
Shares1,457 from 1,660
Change-203 (-12%)
Value$747.3K (+$128.2K)
Filed 2026-10-29
IMG Wealth Management, Inc.
INCREASED
Shares1,454 from 1,229
Change+225 (+18%)
Value$745.9K (+$287.4K)
Filed 2026-10-27
Triune Financial Partners, LLC
INCREASED
Shares1,451 from 1,376
Change+75 (+5%)
Value$744.0K (+$230.9K)
Filed 2026-11-03
Cypress Financial Planning LLC
INCREASED
Shares1,450 from 1,368
Change+82 (+6%)
Value$743.8K (+$233.6K)
Filed 2026-10-09
IvyRock Asset Management (HK) Ltd
INCREASED
Shares1,447 from 1,000
Change+447 (+45%)
Value$742.2K (+$369.1K)
Filed 2026-11-06
Capstone Capital LLC
INCREASED
Shares1,445 from 1,444
Change+1 (+0%)
Value$741.1K (+$202.5K)
Filed 2026-10-14
Dynamic Financial Group
INCREASED
Shares1,439 from 1,418
Change+21 (+1%)
Value$737.8K (+$208.9K)
Filed 2026-10-28
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares1,437 from 567
Change+870 (+153%)
Value$737.0K (+$525.5K)
Filed 2026-11-06
Sugar Maple Asset Management, LLC
INCREASED
Shares1,434 from 1,301
Change+133 (+10%)
Value$735.3K (+$250.1K)
Filed 2026-10-13
Sound Financial Strategies Group, LLC
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$734.5K (+$200.3K)
Filed 2026-10-30
Martin Capital Advisors, LLP
DECREASED
Shares1,427 from 1,492
Change-65 (-4%)
Value$731.9K (+$175.4K)
Filed 2026-10-15
Kingdom Financial Group Llc.
DECREASED
Shares1,425 from 1,442
Change-17 (-1%)
Value$730.6K (+$192.8K)
Filed 2026-11-04
Mlp3, LLC
INCREASED
Shares1,412 from 1,411
Change+1 (+0%)
Value$724.1K (+$197.8K)
Filed 2026-10-22
Altus Wealth Management, LLC
UNCHANGED
Shares1,399 from 1,399
Change0 (0%)
Value$717.5K (+$195.8K)
Filed 2026-10-13
Delta Wealth Advisors LLC
UNCHANGED
Shares1,397 from 1,397
Change0 (0%)
Value$716.5K (+$195.4K)
Filed 2026-10-09
Stirlingshire Investments, Inc.
DECREASED
Shares1,395 from 1,496
Change-101 (-7%)
Value$715.3K (+$157.2K)
Filed 2026-11-05
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares1,389 from 1,371
Change+18 (+1%)
Value$712.4K (+$201.0K)
Filed 2026-10-09
Sterling Manor Financial, LLC
NEW
Shares1,379
Change+1,379
Value$707.3K
Filed 2026-10-21
Form Wealth Advisors, LLC
DECREASED
Shares1,378 from 1,875
Change-497 (-27%)
Value$706.7K (+$7.2K)
Filed 2026-10-13
Xena Financial Planning, LLC
DECREASED
Shares1,378 from 1,441
Change-63 (-4%)
Value$707.0K (+$169.4K)
Filed 2026-10-13
Ehrlich Financial Group
INCREASED
Shares1,374 from 1,308
Change+66 (+5%)
Value$704.9K (+$216.9K)
Filed 2026-10-20
Trellis Wealth Advisors LLC
DECREASED
Shares1,366 from 2,643
Change-1,277 (-48%)
Value$700.6K (-$285.2K)
Filed 2026-10-19
Israel Discount Bank of New York
INCREASED
Shares1,361 from 1,349
Change+12 (+1%)
Value$698.1K (+$194.9K)
Filed 2026-10-14
Crystal Cove Asset Management, LLC
INCREASED
Shares1,359 from 1,354
Change+5 (+0%)
Value$697.0K (+$192.0K)
Filed 2026-11-06
Fenimore Asset Management Inc
UNCHANGED
Shares1,359 from 1,359
Change0 (0%)
Value$696.8K (+$190.0K)
Filed 2026-10-08
Bannerman Wealth Management Group, LLC
INCREASED
Shares1,358 from 1,245
Change+113 (+9%)
Value$696.5K (+$232.1K)
Filed 2026-10-09
Morling Financial Advisors, LLC
DECREASED
Shares1,353 from 1,657
Change-304 (-18%)
Value$694.0K (+$75.9K)
Filed 2026-10-28
Spectrum Advisors, Inc.
DECREASED
Shares1,339 from 1,342
Change-3 (0%)
Value$686.8K (+$186.2K)
Filed 2026-11-03
Mills Wealth Advisors LLC
INCREASED
Shares1,337 from 1,219
Change+118 (+10%)
Value$685.9K (+$231.1K)
Filed 2026-10-22
Seek First Inc.
INCREASED
Shares1,336 from 1,333
Change+3 (+0%)
Value$685.0K (+$187.6K)
Filed 2026-10-27
Torren Management, LLC
INCREASED
Shares1,335 from 490
Change+845 (+172%)
Value$684.6K (+$502.0K)
Filed 2026-10-29
Newport Capital Group, LLC
DECREASED
Shares1,333 from 3,243
Change-1,910 (-59%)
Value$661.9K (-$548.0K)
Filed 2026-10-16
WIN Advisors, Inc
NEW
Shares1,328
Change+1,328
Value$681.1K
Filed 2026-11-06
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares1,326 from 1,951
Change-625 (-32%)
Value$680.0K (-$47.7K)
Filed 2026-10-14
Asset Allocation & Management Company, LLC
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$679 (+$185)
Filed 2026-10-13
Wealthcare Capital Management LLC
DECREASED
Shares1,311 from 1,320
Change-9 (-1%)
Value$672.5K (+$180.3K)
Filed 2026-10-21
R Squared Ltd
DECREASED
Shares1,307 from 2,706
Change-1,399 (-52%)
Value$670.4K (-$339.0K)
Filed 2026-11-06
Tanglewood Wealth Management, Inc.
INCREASED
Shares1,304 from 1,134
Change+170 (+15%)
Value$668.8K (+$245.8K)
Filed 2026-10-23
Access Investment Management LLC
INCREASED
Shares1,303 from 410
Change+893 (+218%)
Value$668.3K (+$515.4K)
Filed 2026-10-23
Myecfo, LLC
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$666.3K (+$181.7K)
Filed 2026-10-14
Independent Wealth Advisors LLC
DECREASED
Shares1,278 from 1,289
Change-11 (-1%)
Value$655.3K (+$174.5K)
Filed 2026-10-27
Seven Post Investment Office LP
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$653.9K (+$178.3K)
Filed 2026-10-26
TopTier Wealth Management, LLC
INCREASED
Shares1,270 from 1,243
Change+27 (+2%)
Value$651.2K (+$187.7K)
Filed 2026-10-16
Williams Financial, LLC
INCREASED
Shares1,265 from 775
Change+490 (+63%)
Value$649.0K (+$359.8K)
Filed 2026-10-19
Guardian Wealth Advisors, LLC
DECREASED
Shares1,264 from 1,740
Change-476 (-27%)
Value$671.5K (+$22.6K)
Filed 2026-10-30
Trace Wealth Advisors, LLC
DECREASED
Shares1,254 from 1,631
Change-377 (-23%)
Value$643.2K (+$34.8K)
Filed 2026-10-30
Monument Group Wealth Advisors, LLC
DECREASED
Shares1,254 from 1,550
Change-296 (-19%)
Value$643.2K (+$403.8K)
Filed 2026-10-21
Kachkovsky & Fisher, Inc.
DECREASED
Shares1,253 from 1,329
Change-76 (-6%)
Value$642.8K (+$147.1K)
Filed 2026-10-21
McGrath & Associates, Inc.
NEW
Shares1,243
Change+1,243
Value$523.5K
Filed 2026-10-27
Sippican Capital Advisors
INCREASED
Shares1,242 from 1,215
Change+27 (+2%)
Value$637.0K (+$183.8K)
Filed 2026-10-23
Brighton Securities Corp.
DECREASED
Shares1,234 from 1,329
Change-95 (-7%)
Value$633.1K (+$137.2K)
Filed 2026-10-08
Cornerstone Wealth, LLC
DECREASED
Shares1,231 from 1,238
Change-7 (-1%)
Value$645.7K (+$155.9K)
Filed 2026-10-28
Bare Financial Services, Inc
INCREASED
Shares1,229 from 1,178
Change+51 (+4%)
Value$630.6K (+$191.1K)
Filed 2026-11-04
Rolek Wealth Management LLC
DECREASED
Shares1,220 from 1,358
Change-138 (-10%)
Value$625.8K (+$119.2K)
Filed 2026-10-21
Layline Advisors, LLC
DECREASED
Shares1,216 from 1,234
Change-18 (-1%)
Value$623.9K (+$163.4K)
Filed 2026-11-02
Redwood Park Advisors LLC
INCREASED
Shares1,215 from 710
Change+505 (+71%)
Value$623.2K (+$358.5K)
Filed 2026-11-02
Keenan, LLC
INCREASED
Shares1,212 from 719
Change+493 (+69%)
Value$621.5K (+$353.4K)
Filed 2026-10-23
Crosspoint Financial, LLC
DECREASED
Shares1,209 from 1,258
Change-49 (-4%)
Value$620.3K (+$151.2K)
Filed 2026-11-03
Olio Financial Planning
DECREASED
Shares1,208 from 1,215
Change-7 (-1%)
Value$619.3K (+$166.2K)
Filed 2026-10-22
Destiny Capital Corp
NEW
Shares1,205
Change+1,205
Value$617.9K
Filed 2026-11-03
Salus Financial Advisors, LLC
NEW
Shares1,196
Change+1,196
Value$613.4K
Filed 2026-10-20
Ferguson Johnson Wealth Management Inc
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$608.2K (+$166.2K)
Filed 2026-11-05
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$442.5K ($0)
Filed 2026-10-22
One Advisory Partners, LLC
DECREASED
Shares1,185 from 1,232
Change-47 (-4%)
Value$607.8K (+$148.2K)
Filed 2026-10-22
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$604.3K (+$164.8K)
Filed 2026-10-23
Sacks & Associates, LLC
DECREASED
Shares1,174 from 1,179
Change-5 (0%)
Value$602.2K (+$54.2K)
Filed 2026-10-09
Greenfield Seitz Capital Management, LLC
INCREASED
Shares1,171 from 839
Change+332 (+40%)
Value$600.6K (+$287.6K)
Filed 2026-10-29
Approach Retirement Advisors, LLC
DECREASED
Shares1,170 from 1,392
Change-222 (-16%)
Value$600.1K (+$80.6K)
Filed 2026-10-22
Family Wealth Partners, LLC
INCREASED
Shares1,170 from 1,044
Change+126 (+12%)
Value$600.2K (+$210.7K)
Filed 2026-10-20
Retirement Investment Advisors, Inc.
INCREASED
Shares1,168 from 1,012
Change+156 (+15%)
Value$599.1K (+$203.4K)
Filed 2026-10-22
Strid Group, LLC
INCREASED
Shares1,160 from 1,036
Change+124 (+12%)
Value$595.2K (+$208.6K)
Filed 2026-10-28
Quantify Chaos Advisors, LLC
NEW
Shares1,158
Change+1,158
Value$593.9K
Filed 2026-11-04
Amicus Financial Advisors, LLC
INCREASED
Shares1,158 from 1,095
Change+63 (+6%)
Value$594.1K (+$185.5K)
Filed 2026-11-03
DWR Wealth Management, LLC
INCREASED
Shares1,156 from 1,017
Change+139 (+14%)
Value$588.2K (+$213.2K)
Filed 2026-10-13
180 GPS Investments IC Ltd
INCREASED
Shares1,147 from 22
Change+1,125 (+5114%)
Value$588.3K (+$580.1K)
Filed 2026-11-06
DKM Wealth Management, Inc.
DECREASED
Shares1,143 from 1,203
Change-60 (-5%)
Value$586.1K (+$137.5K)
Filed 2026-10-09
Phillip James Consulting Co.
DECREASED
Shares1,143 from 1,200
Change-57 (-5%)
Value$586.2K (+$138.6K)
Filed 2026-11-03
Grantvest Financial Group LLC
INCREASED
Shares1,136 from 1,103
Change+33 (+3%)
Value$582.9K (+$171.4K)
Filed 2026-10-21
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares1,135 from 1,478
Change-343 (-23%)
Value$582.1K (+$30.8K)
Filed 2026-10-22
LBJ Family Wealth Advisors, Ltd.
INCREASED
Shares1,133 from 1,132
Change+1 (+0%)
Value$581 (+$164)
Filed 2026-10-01
Downshift Financial, LLC
INCREASED
Shares1,124 from 1,001
Change+123 (+12%)
Value$576.5K (+$203.1K)
Filed 2026-10-13
SWP Financial LLC
INCREASED
Shares1,123 from 1,030
Change+93 (+9%)
Value$576.0K (+$191.8K)
Filed 2026-10-23
Equity Wealth Partners, LLC
INCREASED
Shares1,123 from 1,036
Change+87 (+8%)
Value$576.2K (+$189.7K)
Filed 2026-10-26
Sincerus Advisory, LLC
INCREASED
Shares1,120 from 918
Change+202 (+22%)
Value$574.3K (+$232.0K)
Filed 2026-10-09
LifeGuide Financial Advisors, LLC
INCREASED
Shares1,117 from 832
Change+285 (+34%)
Value$572.9K (+$262.6K)
Filed 2026-10-20
Prota Financial, LLC
INCREASED
Shares1,114 from 1,104
Change+10 (+1%)
Value$571.3K (+$147.1K)
Filed 2026-10-08
Two West Capital Advisors LLC
INCREASED
Shares1,110 from 926
Change+184 (+20%)
Value$565.0K (+$192.5K)
Filed 2026-10-15
5th Street Advisors, LLC
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$569.3K (+$155.3K)
Filed 2026-11-04
Cassilly Financial Group LLC
INCREASED
Shares1,108 from 640
Change+468 (+73%)
Value$568.3K (+$329.6K)
Filed 2026-10-07
Vima LLC
INCREASED
Shares1,107 from 1,105
Change+2 (+0%)
Value$567.8K (+$155.5K)
Filed 2026-10-23
Midway Capital Research & Management
INCREASED
Shares1,102 from 1,026
Change+76 (+7%)
Value$565.2K (+$182.5K)
Filed 2026-10-20
Northwest Financial Advisors
DECREASED
Shares1,100 from 1,139
Change-39 (-3%)
Value$564.4K (+$139.4K)
Filed 2026-10-27
Aquire Wealth Advisors, LLC
DECREASED
Shares1,099 from 1,291
Change-192 (-15%)
Value$563.5K (+$81.7K)
Filed 2026-10-23
JBGlobal.com LLC
DECREASED
Shares1,094 from 1,465
Change-371 (-25%)
Value$561.3K (+$14.8K)
Filed 2026-10-13
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares1,094 from 1,260
Change-166 (-13%)
Value$561.2K (+$91.2K)
Filed 2026-11-03
Roth Financial Partners LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$561.1K (+$153.0K)
Filed 2026-10-06
RF&L Wealth Management, LLC
INCREASED
Shares1,089 from 1,087
Change+2 (+0%)
Value$558.7K (+$153.1K)
Filed 2026-10-20
RTD Financial Advisors, Inc.
DECREASED
Shares1,086 from 1,456
Change-370 (-25%)
Value$557.0K (+$13.9K)
Filed 2026-10-09
Heffernan Advisory, Inc
INCREASED
Shares1,086 from 764
Change+322 (+42%)
Value$557.0K (+$272.0K)
Filed 2026-10-13
Cottonwood Capital Advisors, LLC
INCREASED
Shares1,083 from 1,075
Change+8 (+1%)
Value$555.6K (+$154.6K)
Filed 2026-10-20
OmniStar Financial Group, Inc.
DECREASED
Shares1,082 from 3,884
Change-2,802 (-72%)
Value$555.0K (-$894.1K)
Filed 2026-10-26
Polaris Investment Advisors, LLC
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$555.0K (+$151.4K)
Filed 2026-10-20
Fairman Group, LLC
INCREASED
Shares1,076 from 1,075
Change+1 (+0%)
Value$551.8K (+$150.7K)
Filed 2026-10-26
ETF Store, Inc.
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$551.1K (+$150.6K)
Filed 2026-10-19
Schulz Wealth, Ltd.
DECREASED
Shares1,073 from 1,131
Change-58 (-5%)
Value$550.4K (+$128.4K)
Filed 2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED
Shares1,073 from 1,073
Change0 (0%)
Value$550.3K (+$150.1K)
Filed 2026-10-15
BFI Wealth Solutions, LLC
UNCHANGED
Shares1,071 from 1,071
Change0 (0%)
Value$549.4K (+$149.8K)
Filed 2026-10-16
Pioneer Wealth Management Group
INCREASED
Shares1,068 from 930
Change+138 (+15%)
Value$547.9K (+$200.9K)
Filed 2026-10-09
DWM Financial Group, Inc.
INCREASED
Shares1,066 from 844
Change+222 (+26%)
Value$546.7K (+$138.4K)
Filed 2026-10-28
Core Wealth Management, Inc.
DECREASED
Shares1,060 from 1,432
Change-372 (-26%)
Value$543.7K (+$9.5K)
Filed 2026-10-22
Wealth Advisory Team LLC
INCREASED
Shares1,060 from 1,059
Change+1 (+0%)
Value$543.6K (+$148.6K)
Filed 2026-11-05
Luminvest Wealth Management LLC
DECREASED
Shares1,059 from 2,254
Change-1,195 (-53%)
Value$543.0K (-$297.7K)
Filed 2026-10-14
Heritage Wealth Management, Inc. s
DECREASED
Shares1,059 from 1,166
Change-107 (-9%)
Value$542.9K (+$107.8K)
Filed 2026-11-06
BCM Advisors, LLC
INCREASED
Shares1,053 from 1,030
Change+23 (+2%)
Value$549.6K (+$156.4K)
Filed 2026-11-03
Directional Asset Management
INCREASED
Shares1,050 from 1,020
Change+30 (+3%)
Value$538.8K (+$158.4K)
Filed 2026-10-22
Bright Financial Advisors, Inc.
DECREASED
Shares1,048 from 1,415
Change-367 (-26%)
Value$537.5K (+$9.7K)
Filed 2026-10-23
Stonebridge Wealth Management, LLC
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$537.7K (+$146.6K)
Filed 2026-10-09
Cooper Investors PTY LTD
DECREASED
Shares1,046 from 3,602
Change-2,556 (-71%)
Value$536.5K (-$807.1K)
Filed 2026-10-13
Western Financial Corp
INCREASED
Shares1,045 from 1,044
Change+1 (+0%)
Value$535.9K (+$146.3K)
Filed 2026-10-14
FMA Wealth Management, LLC
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$534.4K (+$145.8K)
Filed 2026-10-21
Omega Financial Group, LLC
INCREASED
Shares1,041 from 884
Change+157 (+18%)
Value$533.9K (+$204.0K)
Filed 2026-10-29
Mallini Complete Financial Planning LLC
NEW
Shares1,039
Change+1,039
Value$532.9K
Filed 2026-10-06
Koesten, Hirschmann & Crabtree, Inc.
DECREASED
Shares1,036 from 1,121
Change-85 (-8%)
Value$531.5K (+$113.2K)
Filed 2026-10-13
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$531.4K (+$144.9K)
Filed 2026-10-29
Powerhouse Assets LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$529.4K (+$144.5K)
Filed 2026-10-19
Fusion Family Wealth, LLC
UNCHANGED
Shares1,031 from 1,031
Change0 (0%)
Value$528.8K (+$144.2K)
Filed 2026-11-02
Nestegg Advisors, Inc.
INCREASED
Shares1,021 from 819
Change+202 (+25%)
Value$523.7K (+$218.2K)
Filed 2026-10-21
McCarthy Asset Management, Inc.
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$522.7K (+$142.6K)
Filed 2026-10-20
10Elms LLP
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$522.9K (+$142.7K)
Filed 2026-11-06
Wright Wealth LLC
DECREASED
Shares1,012 from 1,078
Change-66 (-6%)
Value$519.1K (+$117.0K)
Filed 2026-10-29
Private Wealth Group, LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$518.2K (+$141.3K)
Filed 2026-10-19
Fortune Financial Group, Inc.
DECREASED
Shares1,007 from 1,019
Change-12 (-1%)
Value$516.5K (+$136.4K)
Filed 2026-10-22
truNorth Financial Services, Inc.
DECREASED
Shares1,007 from 1,015
Change-8 (-1%)
Value$516.6K (+$137.9K)
Filed 2026-11-06
Town Capital LLC
DECREASED
Shares1,004 from 1,026
Change-22 (-2%)
Value$515.0K (+$132.2K)
Filed 2026-11-03
Bucket List Wealth Management, LLC
DECREASED
Shares1,003 from 1,013
Change-10 (-1%)
Value$514.6K (+$136.5K)
Filed 2026-10-22
Eurizon Asset Management Hungary Ltd.
DECREASED
Shares1,000 from 5,000
Change-4,000 (-80%)
Value$512.9K (-$1.4M)
Filed 2026-11-06
Vista Finance, LLC
DECREASED
Shares998 from 1,043
Change-45 (-4%)
Value$512.0K (+$122.8K)
Filed 2026-10-23
Fairway Wealth LLC
INCREASED
Shares996 from 55
Change+941 (+1711%)
Value$510.8K (+$490.3K)
Filed 2026-10-30
Tepp RIA, LLC
DECREASED
Shares995 from 1,032
Change-37 (-4%)
Value$510.5K (+$125.6K)
Filed 2026-10-14
AFG Fiduciary Services Limited Partnership
INCREASED
Shares993 from 919
Change+74 (+8%)
Value$539.6K (+$180.8K)
Filed 2026-10-21
Valen Private Capital, LLC
NEW
Shares990
Change+990
Value$507.6K
Filed 2026-10-23
Hudson Capital Management LLC
INCREASED
Shares990 from 960
Change+30 (+3%)
Value$507.5K (+$149.6K)
Filed 2026-10-20
Holos Integrated Wealth LLC
UNCHANGED
Shares989 from 989
Change0 (0%)
Value$527.7K (+$143.1K)
Filed 2026-10-23
Avalon Advisory Group
DECREASED
Shares984 from 1,074
Change-90 (-8%)
Value$504.7K (+$104.1K)
Filed 2026-10-20
ADG Wealth Management Group, LLC
INCREASED
Shares984 from 979
Change+5 (+1%)
Value$504.7K (+$139.5K)
Filed 2026-10-23
Strategic Equity Management
DECREASED
Shares982 from 3,619
Change-2,637 (-73%)
Value$503.7K (-$846.3K)
Filed 2026-11-04
Stapp Wealth Management, Pllc
INCREASED
Shares976 from 676
Change+300 (+44%)
Value$500.6K (+$248.4K)
Filed 2026-10-15
Ergawealth Advisors, Inc.
DECREASED
Shares975 from 1,086
Change-111 (-10%)
Value$500.1K (+$95.1K)
Filed 2026-10-21
Base Wealth Management LLC
INCREASED
Shares969 from 715
Change+254 (+36%)
Value$497.2K (+$230.4K)
Filed 2026-10-21
KRM Wealth Management L.L.C.
INCREASED
Shares969 from 928
Change+41 (+4%)
Value$497.0K (+$151.0K)
Filed 2026-11-02
Friedenthal Financial
INCREASED
Shares968 from 432
Change+536 (+124%)
Value$496.4K (+$335.3K)
Filed 2026-10-27
American Financial & TAX Strategies Inc
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$496.5K (+$135.4K)
Filed 2026-10-16
Pacific Wealth Management
DECREASED
Shares963 from 1,281
Change-318 (-25%)
Value$493.9K (+$16.1K)
Filed 2026-10-05
Poinciana Advisors Group, LLC
INCREASED
Shares962 from 786
Change+176 (+22%)
Value$493.4K (+$200.2K)
Filed 2026-11-06
Financial Advisory Corp
DECREASED
Shares953 from 986
Change-33 (-3%)
Value$488.8K (+$121.1K)
Filed 2026-10-14
Measured Risk Portfolios, Inc.
DECREASED
Shares940 from 954
Change-14 (-1%)
Value$482.0K (+$126.2K)
Filed 2026-10-21
Maryland Capital Advisors Inc.
DECREASED
Shares938 from 1,096
Change-158 (-14%)
Value$481.1K (+$72.3K)
Filed 2026-10-15
Hippocratic Financial Advisors, LLC
NEW
Shares936
Change+936
Value$480.2K
Filed 2026-10-13
Del-Sette Capital Management, LLC
DECREASED
Shares932 from 952
Change-20 (-2%)
Value$477.9K (+$122.9K)
Filed 2026-10-23
Stephen J. Garry & Associates, LLC
DECREASED
Shares931 from 981
Change-50 (-5%)
Value$477.4K (+$111.6K)
Filed 2026-11-05
Vericrest Private Wealth
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$477.5K (+$130.2K)
Filed 2026-10-21
Financial Concepts Unlimited, Inc.
DECREASED
Shares923 from 941
Change-18 (-2%)
Value$473.2K (+$122.2K)
Filed 2026-11-06
Appalachian Capital Management Ltd
INCREASED
Shares922 from 920
Change+2 (+0%)
Value$472.9K (+$129.5K)
Filed 2026-10-14
Larry Mathis Financial Planning, LLC
DECREASED
Shares921 from 3,746
Change-2,825 (-75%)
Value$472.4K (-$925.0K)
Filed 2026-10-26
Clayton Financial Group LLC
DECREASED
Shares920 from 1,021
Change-101 (-10%)
Value$471.7K (+$91.1K)
Filed 2026-10-13
Jackson Creek Investment Advisors LLC
DECREASED
Shares920 from 931
Change-11 (-1%)
Value$472 (+$39)
Filed 2026-11-04
Safir Wealth Advisors, LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$471.9K (+$128.7K)
Filed 2026-10-16
Treasure Coast Financial Planning
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$470.3K (+$128.3K)
Filed 2026-11-03
Jordan Park Trust Co LLC
DECREASED
Shares908 from 943
Change-35 (-4%)
Value$465.7K (+$114.0K)
Filed 2026-10-19
Southern Capital Services Inc
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$465.3K (+$126.9K)
Filed 2026-10-19
Infinity Wealth Counsel, LLC
DECREASED
Shares903 from 953
Change-50 (-5%)
Value$463.1K (+$107.7K)
Filed 2026-10-15
Capital CS Group, LLC
INCREASED
Shares901 from 414
Change+487 (+118%)
Value$462.2K (+$307.7K)
Filed 2026-10-29
Arrien Investments, Inc.
INCREASED
Shares895 from 705
Change+190 (+27%)
Value$459.0K (+$196.1K)
Filed 2026-10-30
Luken Investment Analytics, LLC
UNCHANGED
Shares889 from 889
Change0 (0%)
Value$456.0K (+$124.4K)
Filed 2026-11-06
M Wealth Management, LLC
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$455.3K (+$124.2K)
Filed 2026-10-14
Sterling Investment Advisors LLC
INCREASED
Shares885 from 877
Change+8 (+1%)
Value$454.3K (+$127.1K)
Filed 2026-10-27
Shore Point Advisors, LLC
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$454.3K (+$123.9K)
Filed 2026-10-14
Centennial Advisors, LLC
DECREASED
Shares883 from 1,024
Change-141 (-14%)
Value$453.0K (+$71.0K)
Filed 2026-10-21
Q Fund Management (Hong Kong) Ltd
INCREASED
Shares880 from 100
Change+780 (+780%)
Value$451.4K (+$414.1K)
Filed 2026-10-14
Invariant Investment Management
DECREASED
Shares880 from 979
Change-99 (-10%)
Value$455.6K (+$77.0K)
Filed 2026-10-08
TME Financial, Inc.
INCREASED
Shares879 from 785
Change+94 (+12%)
Value$450.7K (+$157.7K)
Filed 2026-10-14
Wellment Financial
INCREASED
Shares875 from 660
Change+215 (+33%)
Value$448.9K (+$202.8K)
Filed 2026-10-28
Refined Wealth Management
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$448.8K (+$122.4K)
Filed 2026-10-13
rebel Financial LLC
NEW
Shares869
Change+869
Value$446.0K
Filed 2026-11-04
Beacon Hill Wealth Management Ltd.
DECREASED
Shares865 from 920
Change-55 (-6%)
Value$443.7K (+$100.5K)
Filed 2026-10-21
Semitam Bonam LLC
INCREASED
Shares858 from 778
Change+80 (+10%)
Value$440.2K (+$149.8K)
Filed 2026-10-27
Beacon Financial Strategies Corp
DECREASED
Shares851 from 972
Change-121 (-12%)
Value$436.5K (+$73.9K)
Filed 2026-10-14
Wavvest Wealth LLC
NEW
Shares850
Change+850
Value$436.2K
Filed 2026-10-21
Leverty Financial Group, LLC
DECREASED
Shares849 from 853
Change-4 (0%)
Value$435.4K (+$117.1K)
Filed 2026-10-08
Attessa Capital LLC
DECREASED
Shares848 from 968
Change-120 (-12%)
Value$434.8K (+$73.8K)
Filed 2026-10-09
Kieckhefer Group LLC
UNCHANGED
Shares843 from 843
Change0 (0%)
Value$432.4K (+$117.9K)
Filed 2026-10-13
VVR Holdings LLC
NEW
Shares842
Change+842
Value$431.8K
Filed 2026-10-19
Hudson Oak Wealth Advisory LLC
DECREASED
Shares842 from 902
Change-60 (-7%)
Value$431.9K (+$95.4K)
Filed 2026-10-16
Fox Financial, Inc
NEW
Shares835
Change+835
Value$428.3K
Filed 2026-10-29
Lloyd Advisory Services, Llc.
DECREASED
Shares834 from 850
Change-16 (-2%)
Value$428.0K (+$110.7K)
Filed 2026-11-02
Quarry Hill Advisors, LLC
NEW
Shares829
Change+829
Value$425.2K
Filed 2026-11-04
Retireful, LLC
NEW
Shares829
Change+829
Value$425.2K
Filed 2026-10-09
Ellerson Group Inc
DECREASED
Shares827 from 927
Change-100 (-11%)
Value$430.9K (+$85.1K)
Filed 2026-11-04
BCK Partners, Inc.
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$423.1K (+$115.4K)
Filed 2026-10-23
Flaharty Asset Management, LLC
DECREASED
Shares811 from 1,474
Change-663 (-45%)
Value$419.7K (-$155.8K)
Filed 2026-11-02
Biltmore Wealth Management, LLC
INCREASED
Shares811 from 809
Change+2 (+0%)
Value$416.1K (+$114.2K)
Filed 2026-10-09
Thryve Wealth Management LLC
INCREASED
Shares809 from 715
Change+94 (+13%)
Value$414.9K (+$148.2K)
Filed 2026-10-09
Pioneer Family Office, LLC
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$413.4K (+$112.7K)
Filed 2026-10-30
Oakmont Investment Advisors, Inc.
INCREASED
Shares803 from 576
Change+227 (+39%)
Value$412.2K (+$197.1K)
Filed 2026-10-21
Price Financial Group Wealth Management, Inc
INCREASED
Shares802 from 744
Change+58 (+8%)
Value$438.0K (+$144.8K)
Filed 2026-11-02
Ryan Investment Management, Inc.
NEW
Shares800
Change+800
Value$410.3K
Filed 2026-10-20
SageOak Financial, LLC
UNCHANGED
Shares797 from 797
Change0 (0%)
Value$408.8K (+$111.5K)
Filed 2026-10-19
Point Nemo Capital, LLC
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$405.0K (+$110.5K)
Filed 2026-11-03
Corbyn Investment Management Inc
DECREASED
Shares788 from 842
Change-54 (-6%)
Value$404.2K (+$90.1K)
Filed 2026-10-30
Mullooly Asset Management, Inc.
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$402.6K (+$109.8K)
Filed 2026-10-30
IFC & Insurance Marketing, Inc.
DECREASED
Shares784 from 786
Change-2 (0%)
Value$402.2K (+$108.8K)
Filed 2026-10-16
Keystone Financial Group, Inc.
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$400.3K (+$109.4K)
Filed 2026-10-13
Ndwm LLC
DECREASED
Shares777 from 784
Change-7 (-1%)
Value$398.5K (+$106.1K)
Filed 2026-11-05
Clarity Asset Management, Inc.
INCREASED
Shares777 from 776
Change+1 (+0%)
Value$398.8K (+$109.3K)
Filed 2026-10-14
NorthLanding Financial Partners, LLC
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$398.4K (+$108.7K)
Filed 2026-10-15
Fullerton Advisors, LLC
INCREASED
Shares774 from 764
Change+10 (+1%)
Value$396.9K (+$111.9K)
Filed 2026-10-14
CSP Financial Group, LLC
INCREASED
Shares770 from 658
Change+112 (+17%)
Value$394.9K (+$149.6K)
Filed 2026-10-26
Buska Wealth Management, LLC
DECREASED
Shares770 from 780
Change-10 (-1%)
Value$395.0K (+$104.1K)
Filed 2026-10-08
Barry Investment Advisors, LLC
INCREASED
Shares770 from 769
Change+1 (+0%)
Value$394.8K (+$107.9K)
Filed 2026-10-14
Purewater Capital LLC
DECREASED
Shares765 from 9,196
Change-8,431 (-92%)
Value$392.6K (-$3.0M)
Filed 2026-10-23
Peak Wealth Management LLC
DECREASED
Shares759 from 763
Change-4 (-1%)
Value$403.6K (+$118.9K)
Filed 2026-10-26
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares756 from 728
Change+28 (+4%)
Value$387.6K (+$116.2K)
Filed 2026-10-16
KFG LLC
NEW
Shares754
Change+754
Value$386.7K
Filed 2026-11-02
Life Planning Partners, Inc
DECREASED
Shares740 from 759
Change-19 (-2%)
Value$379.5K (+$96.2K)
Filed 2026-10-28
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares736 from 658
Change+78 (+12%)
Value$377.3K (+$131.9K)
Filed 2026-10-15
Corepath Wealth Partners LLC
DECREASED
Shares729 from 1,371
Change-642 (-47%)
Value$386.2K (-$139.4K)
Filed 2026-10-21
Arnold Financial Planning LLC
INCREASED
Shares728 from 620
Change+108 (+17%)
Value$373.4K (+$142.1K)
Filed 2026-10-20
Evolution Advisers, Inc.
INCREASED
Shares726 from 348
Change+378 (+109%)
Value$388.0K (+$259.0K)
Filed 2026-11-06
Summit Investment Advisory Services, LLC
DECREASED
Shares726 from 851
Change-125 (-15%)
Value$372.6K (+$55.0K)
Filed 2026-11-03
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares723 from 751
Change-28 (-4%)
Value$370.9K (+$90.8K)
Filed 2026-10-06
Mendota Financial Group, LLC
DECREASED
Shares722 from 728
Change-6 (-1%)
Value$370.3K (+$98.8K)
Filed 2026-10-07
David Kennon Inc
DECREASED
Shares720 from 845
Change-125 (-15%)
Value$369.3K (+$54.1K)
Filed 2026-10-13
St. Louis Trust Co
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$369.3K (-$1.1M)
Filed 2026-11-03
Veltria Advisors Corp.
DECREASED
Shares716 from 784
Change-68 (-9%)
Value$367.2K (+$74.8K)
Filed 2026-11-05
Horizon Advisory Services, Inc.
NEW
Shares714
Change+714
Value$366.2K
Filed 2026-10-29
Eddie Patel Inc
INCREASED
Shares714 from 713
Change+1 (+0%)
Value$366.2K (+$100.1K)
Filed 2026-11-02
Midwest Capital Advisors, LLC
INCREASED
Shares710 from 636
Change+74 (+12%)
Value$363.9K (+$126.7K)
Filed 2026-11-04
Inlight Wealth Management, LLC
DECREASED
Shares710 from 712
Change-2 (0%)
Value$364.0K (+$98.4K)
Filed 2026-10-21
Holcombe Financial, Inc.
DECREASED
Shares703 from 1,131
Change-428 (-38%)
Value$360.6K (-$61.3K)
Filed 2026-10-16
Axim Planning & Wealth
DECREASED
Shares700 from 2,418
Change-1,718 (-71%)
Value$359.0K (-$542.9K)
Filed 2026-10-28
Cornerstone Management, Inc.
UNCHANGED
Shares699 from 699
Change0 (0%)
Value$358.5K (+$97.8K)
Filed 2026-10-16
Strategic Point Investment Advisors, LLC
DECREASED
Shares696 from 954
Change-258 (-27%)
Value$357.0K (+$1.3K)
Filed 2026-10-29
New Harbor Financial Group, LLC
DECREASED
Shares693 from 778
Change-85 (-11%)
Value$355.4K (+$65.2K)
Filed 2026-10-22
Plus Group Wealth Advisors LLC
INCREASED
Shares689 from 674
Change+15 (+2%)
Value$353.2K (+$101.7K)
Filed 2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$350.8K (+$95.7K)
Filed 2026-10-14
Fluent Financial, LLC
DECREASED
Shares682 from 14,386
Change-13,704 (-95%)
Value$349.8K (-$5.0M)
Filed 2026-10-13
Sherry Group, Inc.
INCREASED
Shares679 from 631
Change+48 (+8%)
Value$348.3K (+$115.7K)
Filed 2026-10-09
Prudent Man Investment Management, Inc.
INCREASED
Shares679 from 639
Change+40 (+6%)
Value$348.4K (+$39.6K)
Filed 2026-11-03
Laurel Wealth Planning LLC
DECREASED
Shares677 from 726
Change-49 (-7%)
Value$347.2K (+$76.4K)
Filed 2026-11-02
Gunderson Capital Management LLC
NEW
Shares668
Change+668
Value$342.8K
Filed 2026-10-15
J2 Capital Management Inc
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$341.8K (+$93.5K)
Filed 2026-10-19
Flagship Private Wealth, LLC
DECREASED
Shares651 from 661
Change-10 (-2%)
Value$333.9K (+$87.3K)
Filed 2026-11-05
Graetz Wealth LLC
DECREASED
Shares648 from 737
Change-89 (-12%)
Value$332.2K (+$57.2K)
Filed 2026-10-27
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares648 from 684
Change-36 (-5%)
Value$332.3K (+$77.1K)
Filed 2026-10-16
McCarley & Cook Financial Planners
INCREASED
Shares647 from 330
Change+317 (+96%)
Value$331.8K (+$208.7K)
Filed 2026-10-21
Sullivan Wood Capital Management LLC
INCREASED
Shares647 from 627
Change+20 (+3%)
Value$331.9K (+$98.0K)
Filed 2026-10-13
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$329.3K (+$89.8K)
Filed 2026-10-08
swisspartners Advisors Ltd
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$328.3K (+$89.6K)
Filed 2026-11-05
Capital Wealth Management, LLC
DECREASED
Shares635 from 646
Change-11 (-2%)
Value$325.7K (+$84.7K)
Filed 2026-10-27
Reicon Wealth Advisors, LLC
DECREASED
Shares633 from 1,184
Change-551 (-47%)
Value$324.7K (-$117.0K)
Filed 2026-11-04
POM Investment Strategies, LLC
INCREASED
Shares626 from 363
Change+263 (+72%)
Value$321.1K (+$185.7K)
Filed 2026-10-20
BCU Wealth Advisors, LLC
DECREASED
Shares609 from 632
Change-23 (-4%)
Value$312.1K (+$76.5K)
Filed 2026-10-16
Greenhouse Wealth Management, LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$311.7K (+$85.0K)
Filed 2026-10-20
Broussard Financial Group LLC
NEW
Shares605
Change+605
Value$310.3K
Filed 2026-10-26
Retirement Financial Solutions, LLC
NEW
Shares605
Change+605
Value$310.2K
Filed 2026-10-20
Retiremitten Financial LLC
NEW
Shares604
Change+604
Value$320.7K
Filed 2026-11-05
Compound Global Advisors, LLC
DECREASED
Shares600 from 601
Change-1 (0%)
Value$307.7K (+$83.6K)
Filed 2026-10-20
Solutions 4 Wealth, Ltd
NEW
Shares594
Change+594
Value$304.7K
Filed 2026-11-03
Aurelius Family Office LLC
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$304.7K (+$83.1K)
Filed 2026-10-23
Global View Capital Management LLC
DECREASED
Shares593 from 928
Change-335 (-36%)
Value$304.2K (-$42.0K)
Filed 2026-10-28
Courage Miller Partners, LLC
INCREASED
Shares586 from 585
Change+1 (+0%)
Value$300.4K (+$82.2K)
Filed 2026-10-21
Altrius Capital Management Inc
DECREASED
Shares585 from 586
Change-1 (0%)
Value$300.0K (+$81.5K)
Filed 2026-11-05
Ballast Financial Advisors LLC
DECREASED
Shares583 from 696
Change-113 (-16%)
Value$298.9K (+$39.4K)
Filed 2026-10-26
Stonehearth Capital Management, LLC
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$298.1K (+$81.3K)
Filed 2026-10-13
Cambridge Capital Management, LLC
INCREASED
Shares580 from 573
Change+7 (+1%)
Value$297.5K (+$83.7K)
Filed 2026-10-19
Financial Designs Corp
NEW
Shares579
Change+579
Value$296.7K
Filed 2026-10-09
Prosperity Planning, Inc.
NEW
Shares573
Change+573
Value$293.9K
Filed 2026-10-09
Evergreen Advisors, LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$292.9K (+$79.9K)
Filed 2026-10-28
Sims Investment Management, LLC
DECREASED
Shares569 from 663
Change-94 (-14%)
Value$291.8K (+$44.5K)
Filed 2026-10-13
Rachor Investment Advisory Services, LLC
DECREASED
Shares568 from 569
Change-1 (0%)
Value$291.2K (+$79.2K)
Filed 2026-10-29
Adirondack Capital Advisors, LLC
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$291.0K (+$79.4K)
Filed 2026-10-09
Guardian Wealth Management, Inc.
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$290.7K (+$79.3K)
Filed 2026-10-30
NewCorp Financial Services, Inc.
DECREASED
Shares565 from 566
Change-1 (0%)
Value$289.8K (+$78.6K)
Filed 2026-10-14
WJ Interests, LLC
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$288.8K (+$78.8K)
Filed 2026-10-14
City Center Advisors, LLC
DECREASED
Shares562 from 581
Change-19 (-3%)
Value$288.3K (+$71.5K)
Filed 2026-10-08
Gagnon Securities LLC
INCREASED
Shares558 from 556
Change+2 (+0%)
Value$286.2K (+$78.8K)
Filed 2026-11-05
Vestment Financial LLC
NEW
Shares553
Change+553
Value$285.9K
Filed 2026-10-13
NIA Impact Advisors, LLC
DECREASED
Shares552 from 720
Change-168 (-23%)
Value$283.0K (+$14.4K)
Filed 2026-11-04
Five Pine Wealth Management
INCREASED
Shares552 from 545
Change+7 (+1%)
Value$283.3K (+$79.9K)
Filed 2026-10-20
Archer Investment Management, LLC
DECREASED
Shares544 from 584
Change-40 (-7%)
Value$279.0K (+$61.2K)
Filed 2026-10-13
Lake Hills Wealth Management, LLC
NEW
Shares543
Change+543
Value$278.7K
Filed 2026-10-07
eCIO, Inc.
DECREASED
Shares541 from 701
Change-160 (-23%)
Value$286.5K (+$24.9K)
Filed 2026-11-02
RHL Group, LLC
DECREASED
Shares539 from 547
Change-8 (-1%)
Value$276.2K (+$72.2K)
Filed 2026-11-04
Durante & Waters, LLC
NEW
Shares527
Change+527
Value$270.1K
Filed 2026-10-28
Tabr Capital Management, LLC
NEW
Shares524
Change+524
Value$268.9K
Filed 2026-10-20
Schwallier Wealth Management LLC
DECREASED
Shares522 from 647
Change-125 (-19%)
Value$267.5K (+$26.1K)
Filed 2026-11-05
Kessler Investment Group, LLC
NEW
Shares515
Change+515
Value$264.1K
Filed 2026-10-08
Allstreet Capital Advisors LLC
NEW
Shares511
Change+511
Value$261.8K
Filed 2026-11-04
FSA Wealth Partners, Inc.
NEW
Shares511
Change+511
Value$262.1K
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares506
Change+506
Value$259.7K
Filed 2026-10-30
F&V Capital Management, LLC
DECREASED
Shares506 from 540
Change-34 (-6%)
Value$260 (-$200.7K)
Filed 2026-10-19
AF Advisors, Inc.
NEW
Shares504
Change+504
Value$258.6K
Filed 2026-11-06
Investment Management Associates Inc
NEW
Shares502
Change+502
Value$257.5K
Filed 2026-10-29
Moller Wealth Partners
DECREASED
Shares502 from 1,020
Change-518 (-51%)
Value$257.3K (-$123.0K)
Filed 2026-10-15
Kings Path Partners LLC
DECREASED
Shares502 from 530
Change-28 (-5%)
Value$257.5K (+$59.8K)
Filed 2026-10-21
William Howard & Co Financial Advisors Inc
NEW
Shares500
Change+500
Value$256.5K
Filed 2026-11-04
Weitzel Financial Services, Inc.
NEW
Shares497
Change+497
Value$255.4K
Filed 2026-10-16
Mycio Wealth Partners, LLC
NEW
Shares497
Change+497
Value$254.9K
Filed 2026-11-04
Your Advocates Ltd., LLP
INCREASED
Shares496 from 491
Change+5 (+1%)
Value$254.6K (+$71.3K)
Filed 2026-11-03
Wheels Up Wealth, Inc.
NEW
Shares495
Change+495
Value$253.9K
Filed 2026-10-27
SMI Advisory Services, LLC
NEW
Shares495
Change+495
Value$264.9K
Filed 2026-10-13
Stephenson & Company, Inc.
NEW
Shares487
Change+487
Value$249.9K
Filed 2026-10-30
Euro Pacific Asset Management, LLC
NEW
Shares487
Change+487
Value$249.8K
Filed 2026-11-03
Swmg, LLC
NEW
Shares481
Change+481
Value$250.7K
Filed 2026-10-23
Legacy Wealth Management, LLC
NEW
Shares478
Change+478
Value$245.2K
Filed 2026-10-22
Marquette Asset Management, LLC
DECREASED
Shares471 from 526
Change-55 (-10%)
Value$241.6K (+$45.4K)
Filed 2026-10-09
Rareview Capital LLC
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$241.5K (+$7.3K)
Filed 2026-11-05
Ramiah Investment Group
DECREASED
Shares464 from 694
Change-230 (-33%)
Value$238.0K (-$20.9K)
Filed 2026-10-20
Livelsberger Financial Advisory
NEW
Shares461
Change+461
Value$236.7K
Filed 2026-10-28
Ironwood Wealth Management, Llc.
NEW
Shares461
Change+461
Value$236.4K
Filed 2026-10-28
Guardian Wealth Management, LLC
NEW
Shares461
Change+461
Value$236.5K
Filed 2026-10-14
Mason & Associates, LLC
NEW
Shares453
Change+453
Value$232.3K
Filed 2026-10-26
Innovative Advisory Group, LLC
NEW
Shares452
Change+452
Value$231.7K
Filed 2026-10-13
Macco Financial Group, Inc.
NEW
Shares452
Change+452
Value$231.8K
Filed 2026-11-05
Robinson Value Management, Ltd.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$230.8K (+$62.9K)
Filed 2026-10-20
First International Bank of Israel Ltd.
NEW
Shares447
Change+447
Value$229.3K
Filed 2026-11-04
LCW Services, LLC
NEW
Shares444
Change+444
Value$227.7K
Filed 2026-10-21
Horizons Wealth Management
NEW
Shares444
Change+444
Value$227.7K
Filed 2026-10-05
WBI Investments, LLC
DECREASED
Shares440 from 4,227
Change-3,787 (-90%)
Value$225.8K (-$1.4M)
Filed 2026-11-05
LTG Capital LLC
NEW
Shares439
Change+439
Value$225.2K
Filed 2026-11-04
Compass Planning Associates Inc
NEW
Shares439
Change+439
Value$225.3K
Filed 2026-10-13
Brown Capital Management LLC
NEW
Shares438
Change+438
Value$224.7K
Filed 2026-10-27
Disciplined Equity Management, Inc.
NEW
Shares437
Change+437
Value$224.1K
Filed 2026-10-14
Selby Wealth Management, LLC
NEW
Shares435
Change+435
Value$222.9K
Filed 2026-10-16
Roan Capital Partners
NEW
Shares435
Change+435
Value$223.1K
Filed 2026-10-09
Keystone Global Partners, LLC
DECREASED
Shares435 from 1,995
Change-1,560 (-78%)
Value$223.2K (-$520.9K)
Filed 2026-10-13
Elevation Capital Advisory, LLC
NEW
Shares431
Change+431
Value$221.1K
Filed 2026-10-29
Mokosak Advisory Group, LLC
NEW
Shares430
Change+430
Value$221.0K
Filed 2026-10-20
FinDec Wealth Services, Inc.
NEW
Shares430
Change+430
Value$220.4K
Filed 2026-10-30
Klein Pavlis & Peasley Financial, Inc.
NEW
Shares429
Change+429
Value$220.1K
Filed 2026-10-13
Arga Investment Management, LP
NEW
Shares429
Change+429
Value$220.0K
Filed 2026-10-30
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares424 from 514
Change-90 (-18%)
Value$217.5K (+$25.7K)
Filed 2026-10-07
Kirr Marbach & Co LLC
NEW
Shares410
Change+410
Value$210.3K
Filed 2026-10-20
AG Asset Advisory, LLC
NEW
Shares406
Change+406
Value$208.2K
Filed 2026-11-06
Sageworth Trust Co of South Dakota
DECREASED
Shares398 from 782
Change-384 (-49%)
Value$204.1K (-$87.6K)
Filed 2026-10-30
Sarver Vrooman Wealth Advisors
DECREASED
Shares357 from 557
Change-200 (-36%)
Value$183.1K (-$33.4K)
Filed 2026-10-01
Navigoe, LLC
INCREASED
Shares350 from 344
Change+6 (+2%)
Value$179 (-$127.8K)
Filed 2026-11-04
Kroeger Financial Partners
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$166.7K (+$45.5K)
Filed 2026-10-19
Portfolio Resources Advisor Group, Inc.
NEW
Shares299
Change+299
Value$153.4K
Filed 2026-10-20
Gleason Group, Inc.
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$140.3K (+$38.5K)
Filed 2026-10-15
Carolina Wealth Advisors, LLC
INCREASED
Shares267 from 183
Change+84 (+46%)
Value$136.9K (+$68.7K)
Filed 2026-10-23
Vermillion Wealth Management, Inc.
DECREASED
Shares244 from 1,990
Change-1,746 (-88%)
Value$125.1K (-$617.2K)
Filed 2026-10-26
Glynn Capital Management LLC
DECREASED
Shares237 from 255
Change-18 (-7%)
Value$121.6K (+$26.4K)
Filed 2026-10-07
NorthAvenue LLC
DECREASED
Shares232 from 237
Change-5 (-2%)
Value$118.8K (+$30.5K)
Filed 2026-10-29
John Boyer, Inc.
NEW
Shares170
Change+170
Value$87.6K
Filed 2026-10-27
Blueline Advisors LLC
INCREASED
Shares165 from 115
Change+50 (+43%)
Value$84.6K (+$41.7K)
Filed 2026-10-15
Strategic Advocates LLC
DECREASED
Shares163 from 277
Change-114 (-41%)
Value$83.6K (-$19.7K)
Filed 2026-11-03
Transce3nd, LLC
INCREASED
Shares159 from 44
Change+115 (+261%)
Value$84.7K (+$67.8K)
Filed 2026-10-26
MilWealth Group LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$79.0K (+$21.5K)
Filed 2026-11-02
Fiduciary Advisors, Inc.
INCREASED
Shares153 from 125
Change+28 (+22%)
Value$78.4K (+$31.8K)
Filed 2026-10-16
Richardson Capital Management LLC
INCREASED
Shares153 from 134
Change+19 (+14%)
Value$78.7K (+$28.6K)
Filed 2026-10-23
Networth Advisors, LLC
DECREASED
Shares149 from 449
Change-300 (-67%)
Value$76.6K (-$90.9K)
Filed 2026-11-03
Daytona Street Capital LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$73.1K (+$19.5K)
Filed 2026-10-15
PayPay Securities Corp
DECREASED
Shares134 from 135
Change-1 (-1%)
Value$68.7K (+$18.4K)
Filed 2026-10-27
Frisco Financial Planning LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$67.7K (+$18.5K)
Filed 2026-10-05
MidAtlantic Capital Management, Inc.
NEW
Shares123
Change+123
Value$63.1K
Filed 2026-11-05
MH & Associates Securities Management Corp
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$58.5K (+$15.9K)
Filed 2026-10-30
Bernzott Capital Advisors
NEW
Shares107
Change+107
Value$54.9K
Filed 2026-10-29
Frankly Finances, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$48.7K (+$13.3K)
Filed 2026-10-28
Sima Wealth Partners, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$41.2K (+$11.2K)
Filed 2026-10-19
Newton One Investments LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$38.7K (+$10.6K)
Filed 2026-10-14
Montgomery Financial Services LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$35.4K (+$9.7K)
Filed 2026-11-03
Collier Financial
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$22.1K (+$6.1K)
Filed 2026-11-06
Financially Speaking Inc
INCREASED
Shares38 from 36
Change+2 (+6%)
Value$19.5K (+$6.2K)
Filed 2026-11-05
Bayforest Capital Ltd
NEW
Shares23
Change+23
Value$11.8K
Filed 2026-11-03
USA Financial Formulas
NEW
Shares18
Change+18
Value$9.2K
Filed 2026-10-16
Nvest Wealth Strategies, Inc.
DECREASED
Shares17 from 184
Change-167 (-91%)
Value$8.9K (-$59.6K)
Filed 2026-10-14
Inspire Investing, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5.1K (+$1.4K)
Filed 2026-10-22
4Thought Financial Group Inc.
NEW
Shares0
Change0
Value$99
Filed 2026-11-02
MKP Capital Management, L.L.C.
CLOSED
Shares0 from 342,500
Change-342,500 (-100%)
Value$0 (-$127.8M)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 303,034
Change-303,034 (-100%)
Value$0 (-$113.0M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 119,407
Change-119,407 (-100%)
Value$0 (-$44.5M)
Filed 2026-10-16
B&D White Capital Company, LLC
CLOSED
Shares0 from 118,445
Change-118,445 (-100%)
Value$0 (-$44.2M)
Filed 2026-11-02
Waratah Capital Advisors Ltd.
CLOSED
Shares0 from 43,433
Change-43,433 (-100%)
Value$0 (-$16.2M)
Filed 2026-11-06
City of London Investment Management Co LTD
CLOSED
Shares0 from 40,046
Change-40,046 (-100%)
Value$0 (-$14.9M)
Filed 2026-10-30
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 30,200
Change-30,200 (-100%)
Value$0 (-$11.1M)
Filed 2026-10-30
Wolverine Asset Management LLC
CLOSED
Shares0 from 27,126
Change-27,126 (-100%)
Value$0 (-$10.1M)
Filed 2026-11-02
Herald Investment Management Ltd
CLOSED
Shares0 from 25,800
Change-25,800 (-100%)
Value$0 (-$9.6M)
Filed 2026-10-05
Check Capital Management Inc
CLOSED
Shares0 from 12,458
Change-12,458 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-05
Gallagher Capital Advisors, LLC
CLOSED
Shares0 from 11,633
Change-11,633 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-09
DBA Trading, LLC
CLOSED
Shares0 from 8,600
Change-8,600 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-04
FDx Advisors, Inc.
CLOSED
Shares0 from 8,585
Change-8,585 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-05
Sanchez Wealth Management Group
CLOSED
Shares0 from 7,074
Change-7,074 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-02
CenterStar Asset Management, LLC
CLOSED
Shares0 from 6,919
Change-6,919 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-09
Castellan Group
CLOSED
Shares0 from 5,900
Change-5,900 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-19
Arbor Capital Management Inc
CLOSED
Shares0 from 5,658
Change-5,658 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-21
Scarborough Advisors, LLC
CLOSED
Shares0 from 4,911
Change-4,911 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-16
Impact Investors, Inc
CLOSED
Shares0 from 4,549
Change-4,549 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-02
Miura Global Management, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-05
One River Asset Management, LLC
CLOSED
Shares0 from 3,037
Change-3,037 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Moneywise, Inc.
CLOSED
Shares0 from 2,669
Change-2,669 (-100%)
Value$0 (-$995.7K)
Filed 2026-10-30
Verus Wealth Management, LLC
CLOSED
Shares0 from 2,457
Change-2,457 (-100%)
Value$0 (-$916.5K)
Filed 2026-10-13
Bayshore Capital Advisors, LLC
CLOSED
Shares0 from 2,129
Change-2,129 (-100%)
Value$0 (-$794.2K)
Filed 2026-11-02
Belvedere Trading LLC
CLOSED
Shares0 from 1,653
Change-1,653 (-100%)
Value$0 (-$616.6K)
Filed 2026-11-05
All-Stars Investment Ltd
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$559.5K)
Filed 2026-11-03
Arcadia Wealth Management, LLC
CLOSED
Shares0 from 1,368
Change-1,368 (-100%)
Value$0 (-$510.3K)
Filed 2026-10-22
Sunesis Advisors, LLC
CLOSED
Shares0 from 1,131
Change-1,131 (-100%)
Value$0 (-$421.9K)
Filed 2026-10-26
Rpoa Advisors, Inc.
CLOSED
Shares0 from 1,071
Change-1,071 (-100%)
Value$0 (-$399.5K)
Filed 2026-10-19
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 967
Change-967 (-100%)
Value$0 (-$360.7K)
Filed 2026-11-05
Surience Private Wealth LLC
CLOSED
Shares0 from 956
Change-956 (-100%)
Value$0 (-$356.6K)
Filed 2026-10-16
MQS Management LLC
CLOSED
Shares0 from 889
Change-889 (-100%)
Value$0 (-$331.6K)
Filed 2026-11-06
First Security Investment Management, Inc.
CLOSED
Shares0 from 856
Change-856 (-100%)
Value$0 (-$319.3K)
Filed 2026-11-05
Lecap Asset Management LTD
CLOSED
Shares0 from 848
Change-848 (-100%)
Value$0 (-$316.3K)
Filed 2026-10-27
Arlington Partners LLC
CLOSED
Shares0 from 645
Change-645 (-100%)
Value$0 (-$240.6K)
Filed 2026-10-20
Rye Brook Capital LLC
CLOSED
Shares0 from 605
Change-605 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-07
True Blue Financial, LLC
CLOSED
Shares0 from 553
Change-553 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-15
Ramsey Quantitative Systems
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$111.9K)
Filed 2026-10-22
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$21)
Filed 2026-11-05
Groupe des Assurances du Credit Mutuel
DECREASED
Shares0 from 21,560
Change-21,560 (-100%)
Value$0 (-$8.0M)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$8.9M (+$3.0M)
Filed 2026-10-29
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$4.1M (+$1.1M)
Filed 2026-10-22
BlackRock, Inc.
N/A
Shares— from 607,367,113
Change-607,367,113 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 485,192,007
Change-485,192,007 (-100%)
Value—
State Street Corp
N/A
Shares— from 315,653,206
Change-315,653,206 (-100%)
Value—
FMR LLC
N/A
Shares— from 185,960,066
Change-185,960,066 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 168,407,641
Change-168,407,641 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 135,173,516
Change-135,173,516 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 127,674,661
Change-127,674,661 (-100%)
Value—
Norges Bank
N/A
Shares— from 102,732,956
Change-102,732,956 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 100,247,890
Change-100,247,890 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 94,750,369
Change-94,750,369 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 87,287,163
Change-87,287,163 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 78,663,446
Change-78,663,446 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 73,289,286
Change-73,289,286 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 64,375,360
Change-64,375,360 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 63,933,083
Change-63,933,083 (-100%)
Value—
Capital World Investors
N/A
Shares— from 55,139,128
Change-55,139,128 (-100%)
Value—
Capital International Investors
N/A
Shares— from 53,774,299
Change-53,774,299 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 52,298,999
Change-52,298,999 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 49,076,304
Change-49,076,304 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 47,757,602
Change-47,757,602 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 47,603,820
Change-47,603,820 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 42,199,414
Change-42,199,414 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 40,389,150
Change-40,389,150 (-100%)
Value—
UBS Group AG
N/A
Shares— from 35,883,844
Change-35,883,844 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 35,375,499
Change-35,375,499 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 33,423,086
Change-33,423,086 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 28,993,857
Change-28,993,857 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 27,659,541
Change-27,659,541 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 27,403,554
Change-27,403,554 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 25,998,459
Change-25,998,459 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 23,784,314
Change-23,784,314 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 20,441,967
Change-20,441,967 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 19,896,530
Change-19,896,530 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 18,575,933
Change-18,575,933 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 18,447,917
Change-18,447,917 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 16,326,489
Change-16,326,489 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 16,025,402
Change-16,025,402 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 15,795,039
Change-15,795,039 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 15,714,701
Change-15,714,701 (-100%)
Value—
National Pension Service
N/A
Shares— from 15,239,745
Change-15,239,745 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 15,156,859
Change-15,156,859 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 14,621,788
Change-14,621,788 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 14,512,326
Change-14,512,326 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 14,348,502
Change-14,348,502 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 13,417,667
Change-13,417,667 (-100%)
Value—
Dodge & COX
N/A
Shares— from 12,836,229
Change-12,836,229 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 12,613,358
Change-12,613,358 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 11,615,164
Change-11,615,164 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,497,807
Change-11,497,807 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,473,057
Change-11,473,057 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 11,471,101
Change-11,471,101 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 11,231,028
Change-11,231,028 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 10,725,305
Change-10,725,305 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 10,707,532
Change-10,707,532 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 10,608,282
Change-10,608,282 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 10,568,155
Change-10,568,155 (-100%)
Value—
FIL Ltd
N/A
Shares— from 10,507,891
Change-10,507,891 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 10,360,148
Change-10,360,148 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 10,194,443
Change-10,194,443 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,508,949
Change-8,508,949 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 8,484,853
Change-8,484,853 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 8,269,855
Change-8,269,855 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 8,121,141
Change-8,121,141 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,932,406
Change-7,932,406 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 7,779,696
Change-7,779,696 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 7,759,778
Change-7,759,778 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,319,367
Change-7,319,367 (-100%)
Value—
Aviva PLC
N/A
Shares— from 7,196,309
Change-7,196,309 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 7,140,870
Change-7,140,870 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 6,816,326
Change-6,816,326 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 6,750,733
Change-6,750,733 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 6,747,748
Change-6,747,748 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 6,674,835
Change-6,674,835 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 6,629,138
Change-6,629,138 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 6,611,070
Change-6,611,070 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 6,586,763
Change-6,586,763 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 6,579,943
Change-6,579,943 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,433,235
Change-6,433,235 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 6,409,330
Change-6,409,330 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 6,366,290
Change-6,366,290 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 6,320,554
Change-6,320,554 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 6,263,279
Change-6,263,279 (-100%)
Value—
Pershing Square Inc.
N/A
Shares— from 6,206,730
Change-6,206,730 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 6,205,738
Change-6,205,738 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,142,474
Change-6,142,474 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 6,041,152
Change-6,041,152 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,912,948
Change-5,912,948 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,836,049
Change-5,836,049 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 5,802,929
Change-5,802,929 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,801,727
Change-5,801,727 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 5,659,933
Change-5,659,933 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 5,646,926
Change-5,646,926 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 5,525,436
Change-5,525,436 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,468,639
Change-5,468,639 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 5,303,055
Change-5,303,055 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 5,220,686
Change-5,220,686 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 5,164,479
Change-5,164,479 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,084,517
Change-5,084,517 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 5,023,194
Change-5,023,194 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,008,045
Change-5,008,045 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 4,848,128
Change-4,848,128 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 4,757,816
Change-4,757,816 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,667,043
Change-4,667,043 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 4,544,428
Change-4,544,428 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,452,909
Change-4,452,909 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 4,366,033
Change-4,366,033 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 4,345,361
Change-4,345,361 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 4,303,251
Change-4,303,251 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 4,291,848
Change-4,291,848 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 4,277,000
Change-4,277,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,240,904
Change-4,240,904 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 4,160,792
Change-4,160,792 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,142,310
Change-4,142,310 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 4,065,646
Change-4,065,646 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 3,931,924
Change-3,931,924 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,931,897
Change-3,931,897 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,857,888
Change-3,857,888 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 3,811,080
Change-3,811,080 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,770,405
Change-3,770,405 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 3,767,812
Change-3,767,812 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 3,736,259
Change-3,736,259 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 3,717,490
Change-3,717,490 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,695,501
Change-3,695,501 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 3,656,121
Change-3,656,121 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,623,847
Change-3,623,847 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 3,623,435
Change-3,623,435 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,563,793
Change-3,563,793 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,442,574
Change-3,442,574 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,340,231
Change-3,340,231 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 3,313,182
Change-3,313,182 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 3,306,680
Change-3,306,680 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 3,161,715
Change-3,161,715 (-100%)
Value—
Soroban Capital Partners LP
N/A
Shares— from 3,147,241
Change-3,147,241 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 3,137,328
Change-3,137,328 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,127,167
Change-3,127,167 (-100%)
Value—
Generation Investment Management LLP
N/A
Shares— from 3,113,553
Change-3,113,553 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,090,156
Change-3,090,156 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 3,048,001
Change-3,048,001 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,036,653
Change-3,036,653 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 2,936,409
Change-2,936,409 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,913,482
Change-2,913,482 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,904,438
Change-2,904,438 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 2,817,372
Change-2,817,372 (-100%)
Value—
Man Group plc
N/A
Shares— from 2,759,777
Change-2,759,777 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 2,713,688
Change-2,713,688 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 2,679,089
Change-2,679,089 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 2,649,953
Change-2,649,953 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,615,725
Change-2,615,725 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 2,596,309
Change-2,596,309 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 2,586,308
Change-2,586,308 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 2,574,513
Change-2,574,513 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 2,557,139
Change-2,557,139 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 2,500,591
Change-2,500,591 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 2,500,025
Change-2,500,025 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 2,490,204
Change-2,490,204 (-100%)
Value—
Altarock Partners LP
N/A
Shares— from 2,334,482
Change-2,334,482 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,300,016
Change-2,300,016 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 2,295,227
Change-2,295,227 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,289,585
Change-2,289,585 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 2,271,867
Change-2,271,867 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 2,266,913
Change-2,266,913 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 2,264,273
Change-2,264,273 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,261,902
Change-2,261,902 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 2,261,161
Change-2,261,161 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 2,255,278
Change-2,255,278 (-100%)
Value—
Commerce Bank
N/A
Shares— from 2,172,142
Change-2,172,142 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,166,180
Change-2,166,180 (-100%)
Value—
Starlite Capital Inc
N/A
Shares— from 2,104,879
Change-2,104,879 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 2,102,450
Change-2,102,450 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 2,098,613
Change-2,098,613 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 2,079,384
Change-2,079,384 (-100%)
Value—
ING Groep NV
N/A
Shares— from 2,057,862
Change-2,057,862 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,057,067
Change-2,057,067 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 2,006,456
Change-2,006,456 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,000,430
Change-2,000,430 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 1,975,459
Change-1,975,459 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 1,974,550
Change-1,974,550 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,957,300
Change-1,957,300 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,950,737
Change-1,950,737 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 1,940,215
Change-1,940,215 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,936,274
Change-1,936,274 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,920,498
Change-1,920,498 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,845,395
Change-1,845,395 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,829,283
Change-1,829,283 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 1,810,982
Change-1,810,982 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 1,775,420
Change-1,775,420 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 1,737,693
Change-1,737,693 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 1,704,284
Change-1,704,284 (-100%)
Value—
Voyager Global Management LP
N/A
Shares— from 1,700,000
Change-1,700,000 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,699,477
Change-1,699,477 (-100%)
Value—
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A
Shares— from 1,695,117
Change-1,695,117 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,672,441
Change-1,672,441 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,661,376
Change-1,661,376 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,635,283
Change-1,635,283 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 1,628,189
Change-1,628,189 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,626,637
Change-1,626,637 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,606,591
Change-1,606,591 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 1,596,737
Change-1,596,737 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,590,600
Change-1,590,600 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 1,585,751
Change-1,585,751 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,573,414
Change-1,573,414 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 1,571,707
Change-1,571,707 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,564,637
Change-1,564,637 (-100%)
Value—
&partners
N/A
Shares— from 1,521,203
Change-1,521,203 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 1,482,457
Change-1,482,457 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 1,477,964
Change-1,477,964 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 1,462,691
Change-1,462,691 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 1,458,618
Change-1,458,618 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 1,414,294
Change-1,414,294 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,386,489
Change-1,386,489 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,366,663
Change-1,366,663 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 1,350,648
Change-1,350,648 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,338,020
Change-1,338,020 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,327,315
Change-1,327,315 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 1,326,460
Change-1,326,460 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,324,947
Change-1,324,947 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 1,323,100
Change-1,323,100 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 1,309,230
Change-1,309,230 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 1,290,234
Change-1,290,234 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,288,098
Change-1,288,098 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,280,983
Change-1,280,983 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,278,730
Change-1,278,730 (-100%)
Value—
Meritage Group LP
N/A
Shares— from 1,278,653
Change-1,278,653 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 1,268,082
Change-1,268,082 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 1,251,706
Change-1,251,706 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,225,813
Change-1,225,813 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,208,194
Change-1,208,194 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 1,203,409
Change-1,203,409 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,180,794
Change-1,180,794 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,174,622
Change-1,174,622 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,159,042
Change-1,159,042 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,145,651
Change-1,145,651 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 1,141,076
Change-1,141,076 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 1,128,021
Change-1,128,021 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 1,123,627
Change-1,123,627 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,114,485
Change-1,114,485 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,114,346
Change-1,114,346 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 1,112,863
Change-1,112,863 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 1,109,148
Change-1,109,148 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,106,284
Change-1,106,284 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,106,228
Change-1,106,228 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,106,164
Change-1,106,164 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,101,547
Change-1,101,547 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 1,093,058
Change-1,093,058 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,073,552
Change-1,073,552 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 1,057,598
Change-1,057,598 (-100%)
Value—
Newlands Management Operations LLC
N/A
Shares— from 1,050,322
Change-1,050,322 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,041,517
Change-1,041,517 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 1,034,635
Change-1,034,635 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 1,027,801
Change-1,027,801 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 1,024,518
Change-1,024,518 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 1,017,617
Change-1,017,617 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 1,016,770
Change-1,016,770 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 1,010,774
Change-1,010,774 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 999,760
Change-999,760 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 992,430
Change-992,430 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 989,415
Change-989,415 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 987,131
Change-987,131 (-100%)
Value—
Vulcan Value Partners, LLC
N/A
Shares— from 986,905
Change-986,905 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 976,668
Change-976,668 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 965,833
Change-965,833 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 965,714
Change-965,714 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 949,837
Change-949,837 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 948,625
Change-948,625 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 945,938
Change-945,938 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 939,168
Change-939,168 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 934,190
Change-934,190 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 915,145
Change-915,145 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 906,851
Change-906,851 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 906,219
Change-906,219 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 904,889
Change-904,889 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 902,052
Change-902,052 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 897,889
Change-897,889 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 882,491
Change-882,491 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 874,315
Change-874,315 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 871,535
Change-871,535 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 870,000
Change-870,000 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 863,773
Change-863,773 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 863,720
Change-863,720 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 851,176
Change-851,176 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 848,548
Change-848,548 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 847,829
Change-847,829 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 838,500
Change-838,500 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 832,377
Change-832,377 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 830,654
Change-830,654 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 808,107
Change-808,107 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 794,580
Change-794,580 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 793,846
Change-793,846 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 790,104
Change-790,104 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 784,604
Change-784,604 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 783,550
Change-783,550 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 782,942
Change-782,942 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 779,208
Change-779,208 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 763,656
Change-763,656 (-100%)
Value—
Prudential PLC
N/A
Shares— from 754,177
Change-754,177 (-100%)
Value—
H&H International Investment, LLC
N/A
Shares— from 754,100
Change-754,100 (-100%)
Value—
Boston Partners
N/A
Shares— from 744,132
Change-744,132 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 737,144
Change-737,144 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 731,505
Change-731,505 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 724,498
Change-724,498 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 722,473
Change-722,473 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 722,087
Change-722,087 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 718,355
Change-718,355 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 715,730
Change-715,730 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 711,896
Change-711,896 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 705,569
Change-705,569 (-100%)
Value—
Southpoint Capital Advisors LP
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
Consulta Ltd
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 689,804
Change-689,804 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 665,910
Change-665,910 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 661,962
Change-661,962 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 660,903
Change-660,903 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 650,859
Change-650,859 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 648,634
Change-648,634 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 646,901
Change-646,901 (-100%)
Value—
Longview Partners (Guernsey) LTD
N/A
Shares— from 645,228
Change-645,228 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 645,043
Change-645,043 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 642,197
Change-642,197 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 640,808
Change-640,808 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 639,000
Change-639,000 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 638,426
Change-638,426 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 634,750
Change-634,750 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 634,050
Change-634,050 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 633,300
Change-633,300 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 632,044
Change-632,044 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 630,322
Change-630,322 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 629,985
Change-629,985 (-100%)
Value—
AKO Capital LLP
N/A
Shares— from 628,224
Change-628,224 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 628,158
Change-628,158 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 621,773
Change-621,773 (-100%)
Value—
Standard Investments LLC
N/A
Shares— from 620,000
Change-620,000 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 619,232
Change-619,232 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 618,487
Change-618,487 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 617,170
Change-617,170 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 607,118
Change-607,118 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 606,897
Change-606,897 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 599,967
Change-599,967 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 584,698
Change-584,698 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 581,562
Change-581,562 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 574,093
Change-574,093 (-100%)
Value—
Skye Global Management LP
N/A
Shares— from 572,000
Change-572,000 (-100%)
Value—
SRB Corp
N/A
Shares— from 568,388
Change-568,388 (-100%)
Value—
Allstate Corp
N/A
Shares— from 559,959
Change-559,959 (-100%)
Value—
EFG International AG
N/A
Shares— from 555,410
Change-555,410 (-100%)
Value—
Ursa Fund Management, LLC
N/A
Shares— from 550,000
Change-550,000 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 546,081
Change-546,081 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 545,934
Change-545,934 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 538,688
Change-538,688 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 538,204
Change-538,204 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 534,822
Change-534,822 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 515,000
Change-515,000 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 511,094
Change-511,094 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 509,358
Change-509,358 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 508,949
Change-508,949 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 506,688
Change-506,688 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 505,361
Change-505,361 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 500,784
Change-500,784 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 495,061
Change-495,061 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 493,806
Change-493,806 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 493,099
Change-493,099 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 486,156
Change-486,156 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 485,297
Change-485,297 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 484,667
Change-484,667 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 477,149
Change-477,149 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 476,432
Change-476,432 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 475,444
Change-475,444 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 474,527
Change-474,527 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 474,051
Change-474,051 (-100%)
Value—
BNP Paribas
N/A
Shares— from 473,863
Change-473,863 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 470,736
Change-470,736 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 469,873
Change-469,873 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 468,211
Change-468,211 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 467,438
Change-467,438 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 465,957
Change-465,957 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 463,081
Change-463,081 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 458,784
Change-458,784 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 455,832
Change-455,832 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 455,679
Change-455,679 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 454,873
Change-454,873 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 454,510
Change-454,510 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 451,467
Change-451,467 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 448,157
Change-448,157 (-100%)
Value—
Shanda Asset Management Holdings Ltd
N/A
Shares— from 433,500
Change-433,500 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 425,000
Change-425,000 (-100%)
Value—
Pggm Investments
N/A
Shares— from 421,020
Change-421,020 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 420,000
Change-420,000 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 418,592
Change-418,592 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 415,495
Change-415,495 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 415,363
Change-415,363 (-100%)
Value—
Kensico Capital Management Corp
N/A
Shares— from 403,400
Change-403,400 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 403,049
Change-403,049 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 402,976
Change-402,976 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 399,983
Change-399,983 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 396,990
Change-396,990 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 396,983
Change-396,983 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 392,554
Change-392,554 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 392,342
Change-392,342 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 392,265
Change-392,265 (-100%)
Value—
Allianz SE
N/A
Shares— from 391,275
Change-391,275 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 390,723
Change-390,723 (-100%)
Value—
Stephens Inc
N/A
Shares— from 390,296
Change-390,296 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 389,783
Change-389,783 (-100%)
Value—
Findlay Park Partners LLP
N/A
Shares— from 386,430
Change-386,430 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 383,734
Change-383,734 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 379,509
Change-379,509 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 379,392
Change-379,392 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 375,875
Change-375,875 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 372,894
Change-372,894 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 370,000
Change-370,000 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 368,533
Change-368,533 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 368,084
Change-368,084 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 365,342
Change-365,342 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 363,203
Change-363,203 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 362,984
Change-362,984 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 356,180
Change-356,180 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 356,176
Change-356,176 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 356,157
Change-356,157 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 355,792
Change-355,792 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 355,109
Change-355,109 (-100%)
Value—
Dorsal Capital Management, LP
N/A
Shares— from 355,000
Change-355,000 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 353,950
Change-353,950 (-100%)
Value—
Triple Frond Partners LLC
N/A
Shares— from 352,504
Change-352,504 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 351,709
Change-351,709 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 350,038
Change-350,038 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 348,914
Change-348,914 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 346,888
Change-346,888 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 346,475
Change-346,475 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 345,152
Change-345,152 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 344,079
Change-344,079 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 342,187
Change-342,187 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 340,866
Change-340,866 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 338,045
Change-338,045 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 332,643
Change-332,643 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 332,257
Change-332,257 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 329,333
Change-329,333 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 328,766
Change-328,766 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 324,468
Change-324,468 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 323,476
Change-323,476 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 320,109
Change-320,109 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 319,518
Change-319,518 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 318,424
Change-318,424 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 316,280
Change-316,280 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 313,848
Change-313,848 (-100%)
Value—
Chescapmanager LLC
N/A
Shares— from 310,892
Change-310,892 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 310,605
Change-310,605 (-100%)
Value—
Palidye Holdings (Caymans) Ltd
N/A
Shares— from 308,485
Change-308,485 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 305,595
Change-305,595 (-100%)
Value—
Ossiam
N/A
Shares— from 303,530
Change-303,530 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 303,251
Change-303,251 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 302,807
Change-302,807 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 295,250
Change-295,250 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 292,959
Change-292,959 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 292,770
Change-292,770 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 289,430
Change-289,430 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 288,945
Change-288,945 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 288,861
Change-288,861 (-100%)
Value—
Joho Capital LLC
N/A
Shares— from 287,000
Change-287,000 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 286,452
Change-286,452 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 284,912
Change-284,912 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 279,213
Change-279,213 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 278,102
Change-278,102 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 277,477
Change-277,477 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 277,185
Change-277,185 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 277,148
Change-277,148 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 276,063
Change-276,063 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 275,845
Change-275,845 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 273,833
Change-273,833 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 271,597
Change-271,597 (-100%)
Value—
Capital International LTD
N/A
Shares— from 270,352
Change-270,352 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 269,741
Change-269,741 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 269,177
Change-269,177 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 268,006
Change-268,006 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 266,858
Change-266,858 (-100%)
Value—
Mirova
N/A
Shares— from 263,154
Change-263,154 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 262,425
Change-262,425 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 262,135
Change-262,135 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 260,499
Change-260,499 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 258,503
Change-258,503 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 255,563
Change-255,563 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 254,426
Change-254,426 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 251,402
Change-251,402 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 250,746
Change-250,746 (-100%)
Value—
Agave Capital Management Ltd
N/A
Shares— from 247,379
Change-247,379 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 247,016
Change-247,016 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 245,587
Change-245,587 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 242,396
Change-242,396 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 242,026
Change-242,026 (-100%)
Value—
Avenir Corp
N/A
Shares— from 239,602
Change-239,602 (-100%)
Value—
L1 Capital International Pty Ltd
N/A
Shares— from 239,273
Change-239,273 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 238,168
Change-238,168 (-100%)
Value—
Nwam LLC
N/A
Shares— from 236,996
Change-236,996 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 236,371
Change-236,371 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 235,017
Change-235,017 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 234,075
Change-234,075 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 233,753
Change-233,753 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 232,689
Change-232,689 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 231,231
Change-231,231 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 223,734
Change-223,734 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 223,463
Change-223,463 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 223,236
Change-223,236 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 223,071
Change-223,071 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 222,948
Change-222,948 (-100%)
Value—
Summitry LLC
N/A
Shares— from 221,816
Change-221,816 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 218,264
Change-218,264 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 217,910
Change-217,910 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 215,313
Change-215,313 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 215,275
Change-215,275 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 213,856
Change-213,856 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 213,728
Change-213,728 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 209,499
Change-209,499 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 208,627
Change-208,627 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 208,490
Change-208,490 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 207,881
Change-207,881 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 207,724
Change-207,724 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 207,578
Change-207,578 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 207,410
Change-207,410 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 206,358
Change-206,358 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 203,992
Change-203,992 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 202,940
Change-202,940 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 202,781
Change-202,781 (-100%)
Value—
CAT Rock Capital Management LP
N/A
Shares— from 200,603
Change-200,603 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 200,596
Change-200,596 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 200,537
Change-200,537 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 199,334
Change-199,334 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 198,602
Change-198,602 (-100%)
Value—
S&CO Inc
N/A
Shares— from 198,340
Change-198,340 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 196,513
Change-196,513 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 196,287
Change-196,287 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 195,877
Change-195,877 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 194,300
Change-194,300 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 192,668
Change-192,668 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 191,328
Change-191,328 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 189,971
Change-189,971 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 188,684
Change-188,684 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 184,821
Change-184,821 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 183,132
Change-183,132 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 182,281
Change-182,281 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 180,309
Change-180,309 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 179,963
Change-179,963 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 179,278
Change-179,278 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 178,820
Change-178,820 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 177,272
Change-177,272 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 176,987
Change-176,987 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 176,812
Change-176,812 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 175,752
Change-175,752 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 175,494
Change-175,494 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 175,443
Change-175,443 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 174,468
Change-174,468 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 173,801
Change-173,801 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 172,761
Change-172,761 (-100%)
Value—
Dnca Finance
N/A
Shares— from 171,443
Change-171,443 (-100%)
Value—
Dundas Partners LLP
N/A
Shares— from 170,547
Change-170,547 (-100%)
Value—
Long Focus Capital Management, LLC
N/A
Shares— from 170,000
Change-170,000 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 169,730
Change-169,730 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 169,135
Change-169,135 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 168,950
Change-168,950 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 168,914
Change-168,914 (-100%)
Value—
Bristol Gate Capital Partners Inc.
N/A
Shares— from 168,886
Change-168,886 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 168,153
Change-168,153 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 167,502
Change-167,502 (-100%)
Value—
Rdst Capital LLC
N/A
Shares— from 167,344
Change-167,344 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 167,115
Change-167,115 (-100%)
Value—
HMI Capital Management, L.P.
N/A
Shares— from 165,300
Change-165,300 (-100%)
Value—
YCG, LLC
N/A
Shares— from 163,944
Change-163,944 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 161,270
Change-161,270 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 160,492
Change-160,492 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 160,335
Change-160,335 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 159,018
Change-159,018 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 159,000
Change-159,000 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 158,796
Change-158,796 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 158,398
Change-158,398 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 157,940
Change-157,940 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 157,900
Change-157,900 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 157,466
Change-157,466 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 156,688
Change-156,688 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 156,526
Change-156,526 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 156,520
Change-156,520 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 156,195
Change-156,195 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 155,071
Change-155,071 (-100%)
Value—
GCQ Funds Management PTY Ltd
N/A
Shares— from 154,905
Change-154,905 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 154,673
Change-154,673 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 154,288
Change-154,288 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 153,883
Change-153,883 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 153,778
Change-153,778 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 153,200
Change-153,200 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 152,532
Change-152,532 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 152,204
Change-152,204 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 151,539
Change-151,539 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 150,220
Change-150,220 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 150,091
Change-150,091 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Berkley W R Corp
N/A
Shares— from 149,400
Change-149,400 (-100%)
Value—
C Partners Holding GmbH
N/A
Shares— from 149,202
Change-149,202 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 148,293
Change-148,293 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 148,023
Change-148,023 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 147,040
Change-147,040 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 147,038
Change-147,038 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 144,303
Change-144,303 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 144,170
Change-144,170 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 143,994
Change-143,994 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 143,551
Change-143,551 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 143,250
Change-143,250 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 143,167
Change-143,167 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 142,454
Change-142,454 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 141,059
Change-141,059 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 141,053
Change-141,053 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 140,900
Change-140,900 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 140,509
Change-140,509 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 140,064
Change-140,064 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 139,746
Change-139,746 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 139,114
Change-139,114 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 138,256
Change-138,256 (-100%)
Value—
GFI Investment Counsel Ltd.
N/A
Shares— from 137,975
Change-137,975 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 137,154
Change-137,154 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 136,992
Change-136,992 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 136,421
Change-136,421 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 136,050
Change-136,050 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 135,248
Change-135,248 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 134,154
Change-134,154 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 132,199
Change-132,199 (-100%)
Value—
Corvex Management LPA
N/A
Shares— from 131,661
Change-131,661 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 131,550
Change-131,550 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 131,332
Change-131,332 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 131,312
Change-131,312 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 130,483
Change-130,483 (-100%)
Value—
Blacksheep Fund Management Ltd
N/A
Shares— from 130,140
Change-130,140 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 130,090
Change-130,090 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 129,673
Change-129,673 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 128,080
Change-128,080 (-100%)
Value—
General Pension Society PZU Joint Stock Co
N/A
Shares— from 127,100
Change-127,100 (-100%)
Value—
GMT Capital Corp
N/A
Shares— from 126,900
Change-126,900 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 126,474
Change-126,474 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 125,950
Change-125,950 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 125,570
Change-125,570 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 125,476
Change-125,476 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 122,138
Change-122,138 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 122,128
Change-122,128 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 121,715
Change-121,715 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 120,376
Change-120,376 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 120,037
Change-120,037 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 119,765
Change-119,765 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 119,684
Change-119,684 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 119,527
Change-119,527 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 118,778
Change-118,778 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 118,732
Change-118,732 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 118,530
Change-118,530 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 118,457
Change-118,457 (-100%)
Value—
Greenbrier Partners Capital Management, LLC
N/A
Shares— from 118,442
Change-118,442 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 117,370
Change-117,370 (-100%)
Value—
PointState Capital LP
N/A
Shares— from 117,333
Change-117,333 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 117,300
Change-117,300 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 116,911
Change-116,911 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 116,648
Change-116,648 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 116,031
Change-116,031 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 115,951
Change-115,951 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 115,748
Change-115,748 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 114,791
Change-114,791 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 114,619
Change-114,619 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 114,206
Change-114,206 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 114,044
Change-114,044 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 113,323
Change-113,323 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 112,490
Change-112,490 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 112,239
Change-112,239 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 112,186
Change-112,186 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 111,987
Change-111,987 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 111,878
Change-111,878 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 110,520
Change-110,520 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 109,556
Change-109,556 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 109,483
Change-109,483 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 109,321
Change-109,321 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 108,982
Change-108,982 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 108,672
Change-108,672 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 108,470
Change-108,470 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 108,104
Change-108,104 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 107,192
Change-107,192 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 107,134
Change-107,134 (-100%)
Value—
Simmons Bank
N/A
Shares— from 107,007
Change-107,007 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 106,512
Change-106,512 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 106,502
Change-106,502 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 106,428
Change-106,428 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 106,101
Change-106,101 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 105,520
Change-105,520 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 104,939
Change-104,939 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 104,486
Change-104,486 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 104,258
Change-104,258 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 103,974
Change-103,974 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 103,664
Change-103,664 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 103,563
Change-103,563 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 103,285
Change-103,285 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 102,920
Change-102,920 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 102,763
Change-102,763 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 102,748
Change-102,748 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 102,397
Change-102,397 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 102,314
Change-102,314 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 102,203
Change-102,203 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 101,660
Change-101,660 (-100%)
Value—
Lakewood Capital Management, LP
N/A
Shares— from 101,534
Change-101,534 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 101,524
Change-101,524 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 101,426
Change-101,426 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 101,367
Change-101,367 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 101,213
Change-101,213 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 101,049
Change-101,049 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 100,797
Change-100,797 (-100%)
Value—
Estuary Capital Management LP
N/A
Shares— from 100,472
Change-100,472 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Pennant Investors, LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 99,678
Change-99,678 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 99,491
Change-99,491 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 99,483
Change-99,483 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 98,477
Change-98,477 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 97,505
Change-97,505 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 97,421
Change-97,421 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 97,208
Change-97,208 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 96,634
Change-96,634 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 96,615
Change-96,615 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 96,050
Change-96,050 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 95,711
Change-95,711 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 95,680
Change-95,680 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 95,314
Change-95,314 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 95,000
Change-95,000 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 94,569
Change-94,569 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 94,506
Change-94,506 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 93,606
Change-93,606 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 93,100
Change-93,100 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 92,973
Change-92,973 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 92,515
Change-92,515 (-100%)
Value—
Perry Creek Capital LP
N/A
Shares— from 92,500
Change-92,500 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 92,330
Change-92,330 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 91,285
Change-91,285 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 90,717
Change-90,717 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 90,349
Change-90,349 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 90,145
Change-90,145 (-100%)
Value—
Wedgewood Partners Inc
N/A
Shares— from 89,518
Change-89,518 (-100%)
Value—
Cypress Funds LLC
N/A
Shares— from 89,465
Change-89,465 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 89,434
Change-89,434 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 89,428
Change-89,428 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 88,345
Change-88,345 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 88,342
Change-88,342 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 88,060
Change-88,060 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 87,649
Change-87,649 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 87,611
Change-87,611 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 87,587
Change-87,587 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 87,273
Change-87,273 (-100%)
Value—
Spinecap SAS
N/A
Shares— from 86,879
Change-86,879 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 86,470
Change-86,470 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 86,442
Change-86,442 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 85,839
Change-85,839 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 85,782
Change-85,782 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 85,425
Change-85,425 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 85,142
Change-85,142 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 85,141
Change-85,141 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 85,106
Change-85,106 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 84,981
Change-84,981 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 84,286
Change-84,286 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 84,034
Change-84,034 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 84,026
Change-84,026 (-100%)
Value—
Motco
N/A
Shares— from 83,975
Change-83,975 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 83,928
Change-83,928 (-100%)
Value—
Atmos Capital Gestao de Recursos Ltda.
N/A
Shares— from 83,749
Change-83,749 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 83,642
Change-83,642 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 83,038
Change-83,038 (-100%)
Value—
Rings Capital Management LLC
N/A
Shares— from 83,000
Change-83,000 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 82,867
Change-82,867 (-100%)
Value—
Capco Asset Management, LLC
N/A
Shares— from 82,756
Change-82,756 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 81,854
Change-81,854 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 81,764
Change-81,764 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 81,682
Change-81,682 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 81,393
Change-81,393 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 81,234
Change-81,234 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 80,870
Change-80,870 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 80,600
Change-80,600 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 80,581
Change-80,581 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 79,838
Change-79,838 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 79,441
Change-79,441 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 78,918
Change-78,918 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 78,902
Change-78,902 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 78,607
Change-78,607 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 77,972
Change-77,972 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 77,730
Change-77,730 (-100%)
Value—
Palestra Capital Management LLC
N/A
Shares— from 77,662
Change-77,662 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 77,416
Change-77,416 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 77,222
Change-77,222 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 76,719
Change-76,719 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 76,583
Change-76,583 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 76,512
Change-76,512 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 76,192
Change-76,192 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 76,072
Change-76,072 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 75,850
Change-75,850 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 75,705
Change-75,705 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 75,315
Change-75,315 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 74,193
Change-74,193 (-100%)
Value—
Columbus Hill Capital Management, L.P.
N/A
Shares— from 74,103
Change-74,103 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 74,033
Change-74,033 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 74,010
Change-74,010 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 73,607
Change-73,607 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 73,222
Change-73,222 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 73,208
Change-73,208 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 73,120
Change-73,120 (-100%)
Value—
Coleford Investment Management Ltd.
N/A
Shares— from 73,071
Change-73,071 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 73,008
Change-73,008 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 72,583
Change-72,583 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 72,104
Change-72,104 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 71,901
Change-71,901 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 71,131
Change-71,131 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 71,121
Change-71,121 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 70,956
Change-70,956 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 70,412
Change-70,412 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 69,769
Change-69,769 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 69,664
Change-69,664 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 69,658
Change-69,658 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 69,333
Change-69,333 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 69,182
Change-69,182 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 69,129
Change-69,129 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 69,103
Change-69,103 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 69,007
Change-69,007 (-100%)
Value—
Cantillon Capital Management LLC
N/A
Shares— from 68,901
Change-68,901 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 68,612
Change-68,612 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 68,528
Change-68,528 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 68,317
Change-68,317 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 67,883
Change-67,883 (-100%)
Value—
United Bank
N/A
Shares— from 67,866
Change-67,866 (-100%)
Value—
Pennant Select, LLC
N/A
Shares— from 67,600
Change-67,600 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 67,480
Change-67,480 (-100%)
Value—
Altrafin AG
N/A
Shares— from 67,380
Change-67,380 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 67,195
Change-67,195 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 67,060
Change-67,060 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 67,052
Change-67,052 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 66,456
Change-66,456 (-100%)
Value—
Valiant Capital Management, L.P.
N/A
Shares— from 66,415
Change-66,415 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 66,400
Change-66,400 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 66,114
Change-66,114 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 66,055
Change-66,055 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 66,050
Change-66,050 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 65,970
Change-65,970 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 65,940
Change-65,940 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 65,685
Change-65,685 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 65,373
Change-65,373 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 65,137
Change-65,137 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 65,129
Change-65,129 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 64,457
Change-64,457 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 63,866
Change-63,866 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 63,766
Change-63,766 (-100%)
Value—
Bamco Inc
N/A
Shares— from 63,695
Change-63,695 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 63,180
Change-63,180 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 63,007
Change-63,007 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 62,967
Change-62,967 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 62,745
Change-62,745 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 62,680
Change-62,680 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 62,543
Change-62,543 (-100%)
Value—
NWI Management LP
N/A
Shares— from 62,500
Change-62,500 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 61,497
Change-61,497 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 61,296
Change-61,296 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 61,204
Change-61,204 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 60,882
Change-60,882 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 60,572
Change-60,572 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 60,399
Change-60,399 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 60,310
Change-60,310 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 60,186
Change-60,186 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 60,149
Change-60,149 (-100%)
Value—
Q Global Advisors, LLC
N/A
Shares— from 59,600
Change-59,600 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 59,097
Change-59,097 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 59,092
Change-59,092 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 59,044
Change-59,044 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 59,010
Change-59,010 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 58,941
Change-58,941 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 58,559
Change-58,559 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 58,321
Change-58,321 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 58,221
Change-58,221 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 58,070
Change-58,070 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 57,884
Change-57,884 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 57,868
Change-57,868 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 57,787
Change-57,787 (-100%)
Value—
BloombergSen Inc.
N/A
Shares— from 57,548
Change-57,548 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 57,472
Change-57,472 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 57,369
Change-57,369 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 57,359
Change-57,359 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 57,329
Change-57,329 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 57,288
Change-57,288 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 56,291
Change-56,291 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 56,135
Change-56,135 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 56,070
Change-56,070 (-100%)
Value—
Georgetown University
N/A
Shares— from 55,996
Change-55,996 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 55,915
Change-55,915 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 55,871
Change-55,871 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 55,868
Change-55,868 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 55,838
Change-55,838 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 55,816
Change-55,816 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 55,737
Change-55,737 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 55,463
Change-55,463 (-100%)
Value—
Positano Wealth Management Ltd
N/A
Shares— from 55,310
Change-55,310 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 54,358
Change-54,358 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 54,262
Change-54,262 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 54,127
Change-54,127 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 54,058
Change-54,058 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 53,986
Change-53,986 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 53,590
Change-53,590 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 53,068
Change-53,068 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 52,985
Change-52,985 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 52,787
Change-52,787 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 52,740
Change-52,740 (-100%)
Value—
Farley Capital L.P.
N/A
Shares— from 52,566
Change-52,566 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 52,068
Change-52,068 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 51,969
Change-51,969 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 51,751
Change-51,751 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 51,526
Change-51,526 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 51,492
Change-51,492 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 51,331
Change-51,331 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 51,180
Change-51,180 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 51,106
Change-51,106 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 51,100
Change-51,100 (-100%)
Value—
Hound Partners, LLC
N/A
Shares— from 51,058
Change-51,058 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 51,004
Change-51,004 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 50,734
Change-50,734 (-100%)
Value—
AMS Capital Ltda
N/A
Shares— from 50,569
Change-50,569 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 50,484
Change-50,484 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 50,333
Change-50,333 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 50,246
Change-50,246 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 50,085
Change-50,085 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 49,949
Change-49,949 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 49,812
Change-49,812 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 49,685
Change-49,685 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 49,516
Change-49,516 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 49,422
Change-49,422 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 49,298
Change-49,298 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 49,241
Change-49,241 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 48,932
Change-48,932 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 48,646
Change-48,646 (-100%)
Value—
Cooper Creek Partners Management LLC
N/A
Shares— from 48,633
Change-48,633 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 48,530
Change-48,530 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 48,173
Change-48,173 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 47,939
Change-47,939 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 47,839
Change-47,839 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 47,541
Change-47,541 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 47,087
Change-47,087 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 47,055
Change-47,055 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 47,000
Change-47,000 (-100%)
Value—
Claar Advisors LLC
N/A
Shares— from 46,929
Change-46,929 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 46,783
Change-46,783 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 46,592
Change-46,592 (-100%)
Value—
Grafton Street Partners Management Company, LLC
N/A
Shares— from 46,568
Change-46,568 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 46,566
Change-46,566 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 46,566
Change-46,566 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 46,317
Change-46,317 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 46,104
Change-46,104 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 46,079
Change-46,079 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 46,004
Change-46,004 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 45,971
Change-45,971 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 45,941
Change-45,941 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 45,901
Change-45,901 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 45,894
Change-45,894 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 45,880
Change-45,880 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 45,814
Change-45,814 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 45,783
Change-45,783 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 45,599
Change-45,599 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 45,559
Change-45,559 (-100%)
Value—
ShawSpring Partners LLC
N/A
Shares— from 45,495
Change-45,495 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 45,288
Change-45,288 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 45,239
Change-45,239 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 44,976
Change-44,976 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 44,901
Change-44,901 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 44,696
Change-44,696 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 44,670
Change-44,670 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 44,601
Change-44,601 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 44,584
Change-44,584 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 44,413
Change-44,413 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 44,074
Change-44,074 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 44,010
Change-44,010 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 44,000
Change-44,000 (-100%)
Value—
Pragma Gestao de Patrimonio LTD
N/A
Shares— from 43,750
Change-43,750 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 43,745
Change-43,745 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 43,670
Change-43,670 (-100%)
Value—
Untitled Investments LP
N/A
Shares— from 43,609
Change-43,609 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 43,531
Change-43,531 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 43,524
Change-43,524 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 43,431
Change-43,431 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 43,367
Change-43,367 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 43,112
Change-43,112 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 42,979
Change-42,979 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 42,900
Change-42,900 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 42,796
Change-42,796 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 42,617
Change-42,617 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 42,540
Change-42,540 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 42,481
Change-42,481 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 42,470
Change-42,470 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 42,258
Change-42,258 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 42,251
Change-42,251 (-100%)
Value—
Sycale Advisors (NY) LLC
N/A
Shares— from 42,189
Change-42,189 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 42,115
Change-42,115 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 42,101
Change-42,101 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 42,076
Change-42,076 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 42,045
Change-42,045 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 41,937
Change-41,937 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 41,899
Change-41,899 (-100%)
Value—
Whitebark Investors LP
N/A
Shares— from 41,893
Change-41,893 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 41,891
Change-41,891 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 41,786
Change-41,786 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 41,471
Change-41,471 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 41,425
Change-41,425 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 41,054
Change-41,054 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 40,999
Change-40,999 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 40,971
Change-40,971 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 40,833
Change-40,833 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 40,790
Change-40,790 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 40,785
Change-40,785 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 40,712
Change-40,712 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 40,679
Change-40,679 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 40,665
Change-40,665 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 40,539
Change-40,539 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 40,481
Change-40,481 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 40,443
Change-40,443 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 40,432
Change-40,432 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 40,125
Change-40,125 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 40,104
Change-40,104 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 40,103
Change-40,103 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 40,039
Change-40,039 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 40,008
Change-40,008 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 39,965
Change-39,965 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 39,864
Change-39,864 (-100%)
Value—
Winmill & Co. Inc
N/A
Shares— from 39,775
Change-39,775 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 39,269
Change-39,269 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 39,173
Change-39,173 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 38,947
Change-38,947 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 38,925
Change-38,925 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 38,816
Change-38,816 (-100%)
Value—
Torque Asset Management LLC
N/A
Shares— from 38,798
Change-38,798 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 38,794
Change-38,794 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 38,728
Change-38,728 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 38,572
Change-38,572 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 38,569
Change-38,569 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 38,446
Change-38,446 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 38,424
Change-38,424 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 38,388
Change-38,388 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 38,384
Change-38,384 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 38,209
Change-38,209 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 37,943
Change-37,943 (-100%)
Value—
Optas, LLC
N/A
Shares— from 37,849
Change-37,849 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 37,833
Change-37,833 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 37,809
Change-37,809 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 37,796
Change-37,796 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 37,768
Change-37,768 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 37,753
Change-37,753 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 37,710
Change-37,710 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 37,515
Change-37,515 (-100%)
Value—
Siren, L.L.C.
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 37,464
Change-37,464 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 37,439
Change-37,439 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 37,270
Change-37,270 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 37,244
Change-37,244 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 37,189
Change-37,189 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 37,139
Change-37,139 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 37,115
Change-37,115 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 36,953
Change-36,953 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 36,927
Change-36,927 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 36,550
Change-36,550 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 36,466
Change-36,466 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 36,373
Change-36,373 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 36,279
Change-36,279 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 36,262
Change-36,262 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 36,196
Change-36,196 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 36,020
Change-36,020 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 35,880
Change-35,880 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 35,700
Change-35,700 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 35,657
Change-35,657 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 35,620
Change-35,620 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 35,526
Change-35,526 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 35,485
Change-35,485 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 35,442
Change-35,442 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 35,421
Change-35,421 (-100%)
Value—
Monimus Capital Management, LP
N/A
Shares— from 35,396
Change-35,396 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 35,258
Change-35,258 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 35,189
Change-35,189 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 35,157
Change-35,157 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 35,109
Change-35,109 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 35,002
Change-35,002 (-100%)
Value—
CNB Bank
N/A
Shares— from 34,713
Change-34,713 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 34,673
Change-34,673 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 34,672
Change-34,672 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 34,450
Change-34,450 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 34,410
Change-34,410 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 34,359
Change-34,359 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 34,294
Change-34,294 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 34,242
Change-34,242 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 33,962
Change-33,962 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 33,820
Change-33,820 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 33,784
Change-33,784 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 33,766
Change-33,766 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 33,575
Change-33,575 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 33,371
Change-33,371 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 33,351
Change-33,351 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 33,335
Change-33,335 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 33,331
Change-33,331 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 33,166
Change-33,166 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 33,161
Change-33,161 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 33,123
Change-33,123 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 33,111
Change-33,111 (-100%)
Value—
RV Capital AG
N/A
Shares— from 33,100
Change-33,100 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 33,098
Change-33,098 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 32,986
Change-32,986 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 32,945
Change-32,945 (-100%)
Value—
Muhlenkamp & Co Inc
N/A
Shares— from 32,776
Change-32,776 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 32,719
Change-32,719 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 32,605
Change-32,605 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 32,378
Change-32,378 (-100%)
Value—
Ketron Financial
N/A
Shares— from 32,056
Change-32,056 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 32,040
Change-32,040 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 31,894
Change-31,894 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 31,576
Change-31,576 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 31,522
Change-31,522 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 31,432
Change-31,432 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 31,356
Change-31,356 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 31,349
Change-31,349 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 31,072
Change-31,072 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 30,805
Change-30,805 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 30,780
Change-30,780 (-100%)
Value—
Saraza Management, LP
N/A
Shares— from 30,725
Change-30,725 (-100%)
Value—
American Trust
N/A
Shares— from 30,664
Change-30,664 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 30,661
Change-30,661 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 30,611
Change-30,611 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 30,570
Change-30,570 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 30,462
Change-30,462 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 30,380
Change-30,380 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 30,268
Change-30,268 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 30,129
Change-30,129 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 30,114
Change-30,114 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 30,034
Change-30,034 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 30,003
Change-30,003 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 29,864
Change-29,864 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 29,706
Change-29,706 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 29,476
Change-29,476 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 29,435
Change-29,435 (-100%)
Value—
11 Capital Partners LP
N/A
Shares— from 29,387
Change-29,387 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 29,240
Change-29,240 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 29,159
Change-29,159 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 29,117
Change-29,117 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 29,080
Change-29,080 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 29,078
Change-29,078 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 29,036
Change-29,036 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 28,997
Change-28,997 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 28,847
Change-28,847 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 28,755
Change-28,755 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 28,637
Change-28,637 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 28,625
Change-28,625 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 28,582
Change-28,582 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 28,489
Change-28,489 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 28,465
Change-28,465 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 28,374
Change-28,374 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 28,290
Change-28,290 (-100%)
Value—
Bank OZK
N/A
Shares— from 28,250
Change-28,250 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 28,216
Change-28,216 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 28,144
Change-28,144 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 28,142
Change-28,142 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 28,102
Change-28,102 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 28,101
Change-28,101 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 28,073
Change-28,073 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 28,022
Change-28,022 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 27,919
Change-27,919 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 27,896
Change-27,896 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 27,765
Change-27,765 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 27,758
Change-27,758 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 27,572
Change-27,572 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 27,421
Change-27,421 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 27,395
Change-27,395 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 27,373
Change-27,373 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 27,333
Change-27,333 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 27,304
Change-27,304 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 27,293
Change-27,293 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 26,972
Change-26,972 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 26,947
Change-26,947 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 26,912
Change-26,912 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 26,883
Change-26,883 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 26,841
Change-26,841 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 26,801
Change-26,801 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 26,765
Change-26,765 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 26,697
Change-26,697 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 26,656
Change-26,656 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 26,651
Change-26,651 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 26,500
Change-26,500 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 26,391
Change-26,391 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 26,372
Change-26,372 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 26,345
Change-26,345 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 26,332
Change-26,332 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 26,282
Change-26,282 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 26,266
Change-26,266 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 26,161
Change-26,161 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 26,129
Change-26,129 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 26,109
Change-26,109 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 26,083
Change-26,083 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 26,062
Change-26,062 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 26,055
Change-26,055 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 25,954
Change-25,954 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 25,827
Change-25,827 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 25,783
Change-25,783 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 25,751
Change-25,751 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 25,705
Change-25,705 (-100%)
Value—
Dumac, Inc.
N/A
Shares— from 25,702
Change-25,702 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 25,596
Change-25,596 (-100%)
Value—
Members Trust Co
N/A
Shares— from 25,555
Change-25,555 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 25,555
Change-25,555 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 25,488
Change-25,488 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 25,442
Change-25,442 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 25,410
Change-25,410 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 25,400
Change-25,400 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 25,223
Change-25,223 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 25,039
Change-25,039 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 25,008
Change-25,008 (-100%)
Value—
Octahedron Capital Management L.P.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 24,987
Change-24,987 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 24,859
Change-24,859 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 24,770
Change-24,770 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 24,595
Change-24,595 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 24,437
Change-24,437 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 24,414
Change-24,414 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 24,393
Change-24,393 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 24,390
Change-24,390 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 24,248
Change-24,248 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 24,194
Change-24,194 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 24,135
Change-24,135 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 24,134
Change-24,134 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 24,067
Change-24,067 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 24,053
Change-24,053 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 24,038
Change-24,038 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 23,993
Change-23,993 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 23,984
Change-23,984 (-100%)
Value—
TB Capital Gestao de Recursos Ltda.
N/A
Shares— from 23,926
Change-23,926 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 23,910
Change-23,910 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 23,898
Change-23,898 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 23,896
Change-23,896 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 23,862
Change-23,862 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 23,686
Change-23,686 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 23,684
Change-23,684 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 23,661
Change-23,661 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 23,657
Change-23,657 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 23,651
Change-23,651 (-100%)
Value—
Investidor Profissional Gestao de Recursos Ltda.
N/A
Shares— from 23,525
Change-23,525 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 23,493
Change-23,493 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 23,392
Change-23,392 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 23,372
Change-23,372 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 23,272
Change-23,272 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 23,220
Change-23,220 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 23,220
Change-23,220 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 23,211
Change-23,211 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 23,157
Change-23,157 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 23,149
Change-23,149 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 23,104
Change-23,104 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 23,040
Change-23,040 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 23,023
Change-23,023 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 22,953
Change-22,953 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 22,933
Change-22,933 (-100%)
Value—
Riho Partners, LLC
N/A
Shares— from 22,931
Change-22,931 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 22,914
Change-22,914 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 22,839
Change-22,839 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 22,750
Change-22,750 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 22,682
Change-22,682 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 22,598
Change-22,598 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 22,516
Change-22,516 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 22,479
Change-22,479 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 22,460
Change-22,460 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 22,364
Change-22,364 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 22,315
Change-22,315 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 22,313
Change-22,313 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 22,281
Change-22,281 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 22,270
Change-22,270 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 22,270
Change-22,270 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 22,265
Change-22,265 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 22,161
Change-22,161 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 22,139
Change-22,139 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 22,099
Change-22,099 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 22,053
Change-22,053 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 22,012
Change-22,012 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 21,978
Change-21,978 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 21,977
Change-21,977 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 21,950
Change-21,950 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 21,931
Change-21,931 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 21,914
Change-21,914 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 21,877
Change-21,877 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 21,862
Change-21,862 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 21,836
Change-21,836 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 21,796
Change-21,796 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 21,792
Change-21,792 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 21,751
Change-21,751 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 21,711
Change-21,711 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 21,668
Change-21,668 (-100%)
Value—
Zimmer Partners, LP
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 21,384
Change-21,384 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 21,290
Change-21,290 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 21,205
Change-21,205 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 21,091
Change-21,091 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 21,041
Change-21,041 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 21,038
Change-21,038 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 20,967
Change-20,967 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 20,849
Change-20,849 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 20,846
Change-20,846 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 20,794
Change-20,794 (-100%)
Value—
Naman Capital Ltda
N/A
Shares— from 20,675
Change-20,675 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 20,641
Change-20,641 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 20,579
Change-20,579 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 20,529
Change-20,529 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 20,516
Change-20,516 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 20,509
Change-20,509 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 20,504
Change-20,504 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 20,490
Change-20,490 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 20,422
Change-20,422 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 20,390
Change-20,390 (-100%)
Value—
Nellore Capital Management LLC
N/A
Shares— from 20,388
Change-20,388 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 20,350
Change-20,350 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 20,340
Change-20,340 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 20,330
Change-20,330 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 20,304
Change-20,304 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 20,241
Change-20,241 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 20,122
Change-20,122 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 20,044
Change-20,044 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 19,983
Change-19,983 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 19,974
Change-19,974 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 19,890
Change-19,890 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 19,784
Change-19,784 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 19,725
Change-19,725 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 19,674
Change-19,674 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 19,518
Change-19,518 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 19,476
Change-19,476 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 19,455
Change-19,455 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 19,447
Change-19,447 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 19,440
Change-19,440 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 19,425
Change-19,425 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 19,388
Change-19,388 (-100%)
Value—
Calydon Capital
N/A
Shares— from 19,361
Change-19,361 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 19,329
Change-19,329 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 19,306
Change-19,306 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 19,272
Change-19,272 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 19,194
Change-19,194 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 19,163
Change-19,163 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 19,159
Change-19,159 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 19,151
Change-19,151 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 19,140
Change-19,140 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 19,139
Change-19,139 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 19,122
Change-19,122 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 19,120
Change-19,120 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 19,015
Change-19,015 (-100%)
Value—
Bluegrass Capital Partners LP
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 18,962
Change-18,962 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 18,949
Change-18,949 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 18,925
Change-18,925 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 18,830
Change-18,830 (-100%)
Value—
Owl Creek Asset Management, L.P.
N/A
Shares— from 18,647
Change-18,647 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 18,623
Change-18,623 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 18,574
Change-18,574 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 18,563
Change-18,563 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 18,558
Change-18,558 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 18,556
Change-18,556 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 18,523
Change-18,523 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 18,506
Change-18,506 (-100%)
Value—
Black Diamond Capital Management I, Lllp
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 18,452
Change-18,452 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 18,321
Change-18,321 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 18,319
Change-18,319 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 18,271
Change-18,271 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 18,146
Change-18,146 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 18,070
Change-18,070 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 18,004
Change-18,004 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 17,986
Change-17,986 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 17,960
Change-17,960 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 17,885
Change-17,885 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 17,880
Change-17,880 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 17,870
Change-17,870 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 17,851
Change-17,851 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 17,814
Change-17,814 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 17,785
Change-17,785 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 17,757
Change-17,757 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 17,717
Change-17,717 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 17,705
Change-17,705 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 17,694
Change-17,694 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 17,680
Change-17,680 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 17,507
Change-17,507 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 17,493
Change-17,493 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 17,417
Change-17,417 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 17,414
Change-17,414 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 17,326
Change-17,326 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 17,252
Change-17,252 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 17,243
Change-17,243 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 17,156
Change-17,156 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 17,146
Change-17,146 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 17,117
Change-17,117 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 17,083
Change-17,083 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 17,031
Change-17,031 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 17,028
Change-17,028 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 17,005
Change-17,005 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 16,916
Change-16,916 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 16,908
Change-16,908 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 16,884
Change-16,884 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 16,868
Change-16,868 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 16,843
Change-16,843 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 16,837
Change-16,837 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 16,729
Change-16,729 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 16,699
Change-16,699 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 16,698
Change-16,698 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 16,684
Change-16,684 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 16,670
Change-16,670 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 16,666
Change-16,666 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 16,632
Change-16,632 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 16,590
Change-16,590 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 16,590
Change-16,590 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 16,472
Change-16,472 (-100%)
Value—
First Washington Corp
N/A
Shares— from 16,460
Change-16,460 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 16,447
Change-16,447 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 16,438
Change-16,438 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 16,382
Change-16,382 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 16,358
Change-16,358 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 16,328
Change-16,328 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 16,291
Change-16,291 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 16,244
Change-16,244 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 16,196
Change-16,196 (-100%)
Value—
Bank of Marin
N/A
Shares— from 16,181
Change-16,181 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 16,140
Change-16,140 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 16,109
Change-16,109 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 16,108
Change-16,108 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 16,049
Change-16,049 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 15,970
Change-15,970 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 15,886
Change-15,886 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 15,799
Change-15,799 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 15,783
Change-15,783 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 15,781
Change-15,781 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 15,778
Change-15,778 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 15,776
Change-15,776 (-100%)
Value—
Ames National Corp
N/A
Shares— from 15,736
Change-15,736 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 15,726
Change-15,726 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 15,726
Change-15,726 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 15,715
Change-15,715 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 15,684
Change-15,684 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 15,527
Change-15,527 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 15,522
Change-15,522 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 15,515
Change-15,515 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 15,481
Change-15,481 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 15,476
Change-15,476 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 15,468
Change-15,468 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 15,439
Change-15,439 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 15,413
Change-15,413 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 15,390
Change-15,390 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 15,355
Change-15,355 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 15,353
Change-15,353 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 15,337
Change-15,337 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 15,337
Change-15,337 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 15,298
Change-15,298 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 15,253
Change-15,253 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 15,220
Change-15,220 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 15,216
Change-15,216 (-100%)
Value—
Prospect Capital Advisors, LLC
N/A
Shares— from 15,190
Change-15,190 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 15,182
Change-15,182 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 15,173
Change-15,173 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 15,148
Change-15,148 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 15,131
Change-15,131 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 15,089
Change-15,089 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 15,003
Change-15,003 (-100%)
Value—
Morgens Waterfall Vintiadis & Co Inc
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 14,992
Change-14,992 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 14,964
Change-14,964 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 14,926
Change-14,926 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 14,923
Change-14,923 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 14,889
Change-14,889 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 14,738
Change-14,738 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 14,738
Change-14,738 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 14,724
Change-14,724 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 14,721
Change-14,721 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 14,695
Change-14,695 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 14,629
Change-14,629 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 14,621
Change-14,621 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 14,579
Change-14,579 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 14,565
Change-14,565 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 14,555
Change-14,555 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 14,550
Change-14,550 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 14,544
Change-14,544 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 14,541
Change-14,541 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 14,534
Change-14,534 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 14,475
Change-14,475 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 14,464
Change-14,464 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 14,417
Change-14,417 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 14,393
Change-14,393 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 14,385
Change-14,385 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 14,354
Change-14,354 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 14,343
Change-14,343 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 14,330
Change-14,330 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 14,314
Change-14,314 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 14,281
Change-14,281 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 14,250
Change-14,250 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 14,249
Change-14,249 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 14,221
Change-14,221 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 14,182
Change-14,182 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 14,182
Change-14,182 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 14,179
Change-14,179 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 14,132
Change-14,132 (-100%)
Value—
EWA, LLC
N/A
Shares— from 14,118
Change-14,118 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 14,105
Change-14,105 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 14,085
Change-14,085 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 14,077
Change-14,077 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 13,997
Change-13,997 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 13,983
Change-13,983 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 13,850
Change-13,850 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 13,850
Change-13,850 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 13,850
Change-13,850 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 13,741
Change-13,741 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 13,706
Change-13,706 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 13,693
Change-13,693 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 13,645
Change-13,645 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 13,596
Change-13,596 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 13,516
Change-13,516 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 13,487
Change-13,487 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 13,461
Change-13,461 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 13,443
Change-13,443 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 13,435
Change-13,435 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 13,414
Change-13,414 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 13,397
Change-13,397 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 13,360
Change-13,360 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 13,340
Change-13,340 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 13,337
Change-13,337 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 13,314
Change-13,314 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 13,276
Change-13,276 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 13,255
Change-13,255 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,255
Change-13,255 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 13,227
Change-13,227 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 13,208
Change-13,208 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 13,188
Change-13,188 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 13,187
Change-13,187 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 13,176
Change-13,176 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 13,170
Change-13,170 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 13,169
Change-13,169 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 13,146
Change-13,146 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 13,082
Change-13,082 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 13,048
Change-13,048 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 13,011
Change-13,011 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 13,007
Change-13,007 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 12,948
Change-12,948 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 12,893
Change-12,893 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 12,885
Change-12,885 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 12,850
Change-12,850 (-100%)
Value—
Ttrf Capital Ltd
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 12,771
Change-12,771 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 12,722
Change-12,722 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 12,695
Change-12,695 (-100%)
Value—
Invst, LLC
N/A
Shares— from 12,661
Change-12,661 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 12,591
Change-12,591 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 12,580
Change-12,580 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 12,542
Change-12,542 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 12,521
Change-12,521 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 12,515
Change-12,515 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 12,458
Change-12,458 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 12,454
Change-12,454 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 12,450
Change-12,450 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 12,430
Change-12,430 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 12,421
Change-12,421 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 12,363
Change-12,363 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 12,360
Change-12,360 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 12,360
Change-12,360 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 12,358
Change-12,358 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 12,305
Change-12,305 (-100%)
Value—
Bridger Management, LLC
N/A
Shares— from 12,300
Change-12,300 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 12,297
Change-12,297 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 12,258
Change-12,258 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 12,258
Change-12,258 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 12,228
Change-12,228 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 12,223
Change-12,223 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 12,157
Change-12,157 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 12,103
Change-12,103 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 12,065
Change-12,065 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 12,008
Change-12,008 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 11,989
Change-11,989 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 11,971
Change-11,971 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 11,970
Change-11,970 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 11,952
Change-11,952 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 11,924
Change-11,924 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 11,911
Change-11,911 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 11,857
Change-11,857 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 11,845
Change-11,845 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 11,839
Change-11,839 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 11,831
Change-11,831 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 11,819
Change-11,819 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 11,747
Change-11,747 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 11,699
Change-11,699 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 11,695
Change-11,695 (-100%)
Value—
Barrier Capital Management, LLC
N/A
Shares— from 11,686
Change-11,686 (-100%)
Value—
Fremen Capital Management LP
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 11,639
Change-11,639 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 11,638
Change-11,638 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 11,600
Change-11,600 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 11,570
Change-11,570 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 11,545
Change-11,545 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 11,520
Change-11,520 (-100%)
Value—
KP Management LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 11,483
Change-11,483 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 11,483
Change-11,483 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 11,479
Change-11,479 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 11,444
Change-11,444 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 11,401
Change-11,401 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 11,397
Change-11,397 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 11,378
Change-11,378 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 11,376
Change-11,376 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 11,317
Change-11,317 (-100%)
Value—
AXA S.A.
N/A
Shares— from 11,305
Change-11,305 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 11,277
Change-11,277 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 11,275
Change-11,275 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 11,262
Change-11,262 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 11,255
Change-11,255 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 11,249
Change-11,249 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 11,249
Change-11,249 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 11,232
Change-11,232 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 11,220
Change-11,220 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 11,190
Change-11,190 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 11,141
Change-11,141 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 11,122
Change-11,122 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 11,056
Change-11,056 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 10,975
Change-10,975 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 10,935
Change-10,935 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 10,866
Change-10,866 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 10,847
Change-10,847 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 10,768
Change-10,768 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 10,694
Change-10,694 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 10,690
Change-10,690 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 10,682
Change-10,682 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 10,679
Change-10,679 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 10,588
Change-10,588 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 10,574
Change-10,574 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 10,566
Change-10,566 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 10,509
Change-10,509 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 10,466
Change-10,466 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 10,445
Change-10,445 (-100%)
Value—
Rogco, LP
N/A
Shares— from 10,438
Change-10,438 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 10,430
Change-10,430 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 10,384
Change-10,384 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 10,368
Change-10,368 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 10,363
Change-10,363 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 10,356
Change-10,356 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 10,312
Change-10,312 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 10,296
Change-10,296 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 10,169
Change-10,169 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 10,149
Change-10,149 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 10,093
Change-10,093 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 10,068
Change-10,068 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 9,977
Change-9,977 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 9,851
Change-9,851 (-100%)
Value—
English Capital Management LLC
N/A
Shares— from 9,795
Change-9,795 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 9,794
Change-9,794 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 9,780
Change-9,780 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 9,778
Change-9,778 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 9,738
Change-9,738 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 9,709
Change-9,709 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 9,706
Change-9,706 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 9,670
Change-9,670 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 9,668
Change-9,668 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 9,667
Change-9,667 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 9,656
Change-9,656 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 9,648
Change-9,648 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 9,618
Change-9,618 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 9,618
Change-9,618 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 9,592
Change-9,592 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 9,590
Change-9,590 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 9,590
Change-9,590 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 9,547
Change-9,547 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 9,532
Change-9,532 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 9,485
Change-9,485 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 9,473
Change-9,473 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Centennial Bank
N/A
Shares— from 9,391
Change-9,391 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 9,373
Change-9,373 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 9,340
Change-9,340 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 9,334
Change-9,334 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 9,207
Change-9,207 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 9,169
Change-9,169 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 9,160
Change-9,160 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 9,159
Change-9,159 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 9,063
Change-9,063 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 9,044
Change-9,044 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 8,983
Change-8,983 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 8,928
Change-8,928 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 8,923
Change-8,923 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 8,864
Change-8,864 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 8,844
Change-8,844 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 8,822
Change-8,822 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 8,812
Change-8,812 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 8,758
Change-8,758 (-100%)
Value—
FCA Corp
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 8,717
Change-8,717 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 8,647
Change-8,647 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 8,638
Change-8,638 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 8,636
Change-8,636 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 8,604
Change-8,604 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 8,590
Change-8,590 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 8,520
Change-8,520 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 8,504
Change-8,504 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
S&T Bank
N/A
Shares— from 8,428
Change-8,428 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 8,424
Change-8,424 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 8,386
Change-8,386 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 8,385
Change-8,385 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 8,365
Change-8,365 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 8,349
Change-8,349 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 8,344
Change-8,344 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 8,313
Change-8,313 (-100%)
Value—
CIM, LLC
N/A
Shares— from 8,303
Change-8,303 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 8,291
Change-8,291 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 8,193
Change-8,193 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 8,143
Change-8,143 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 8,116
Change-8,116 (-100%)
Value—
Kerrisdale Advisers, LLC
N/A
Shares— from 8,062
Change-8,062 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 8,056
Change-8,056 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 8,053
Change-8,053 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 7,958
Change-7,958 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 7,947
Change-7,947 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 7,920
Change-7,920 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 7,913
Change-7,913 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 7,886
Change-7,886 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 7,875
Change-7,875 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 7,864
Change-7,864 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 7,846
Change-7,846 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 7,828
Change-7,828 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 7,802
Change-7,802 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 7,796
Change-7,796 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 7,793
Change-7,793 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 7,773
Change-7,773 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 7,754
Change-7,754 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 7,729
Change-7,729 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 7,695
Change-7,695 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 7,660
Change-7,660 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 7,640
Change-7,640 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 7,615
Change-7,615 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 7,598
Change-7,598 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 7,584
Change-7,584 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 7,537
Change-7,537 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 7,466
Change-7,466 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 7,447
Change-7,447 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 7,441
Change-7,441 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 7,362
Change-7,362 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 7,357
Change-7,357 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 7,313
Change-7,313 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 7,266
Change-7,266 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 7,202
Change-7,202 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 7,149
Change-7,149 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 7,087
Change-7,087 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 7,085
Change-7,085 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 7,082
Change-7,082 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 7,060
Change-7,060 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 7,003
Change-7,003 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 6,986
Change-6,986 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 6,963
Change-6,963 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 6,904
Change-6,904 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 6,894
Change-6,894 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 6,872
Change-6,872 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 6,811
Change-6,811 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 6,738
Change-6,738 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 6,699
Change-6,699 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 6,643
Change-6,643 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Noked Israel Ltd
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 6,538
Change-6,538 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 6,508
Change-6,508 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 6,504
Change-6,504 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 6,477
Change-6,477 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 6,452
Change-6,452 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 6,432
Change-6,432 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 6,405
Change-6,405 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 6,390
Change-6,390 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 6,386
Change-6,386 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 6,336
Change-6,336 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 6,307
Change-6,307 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 6,273
Change-6,273 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 6,256
Change-6,256 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 6,235
Change-6,235 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 6,230
Change-6,230 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 6,192
Change-6,192 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 6,183
Change-6,183 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 6,177
Change-6,177 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 6,140
Change-6,140 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 6,123
Change-6,123 (-100%)
Value—
LSP Investment Advisors, LLC
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 6,062
Change-6,062 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 6,033
Change-6,033 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 6,029
Change-6,029 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 6,029
Change-6,029 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,010
Change-6,010 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 6,004
Change-6,004 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Timelo Investment Management Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 5,983
Change-5,983 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 5,976
Change-5,976 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 5,968
Change-5,968 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 5,908
Change-5,908 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 5,905
Change-5,905 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 5,822
Change-5,822 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 5,774
Change-5,774 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 5,749
Change-5,749 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 5,716
Change-5,716 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 5,716
Change-5,716 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 5,648
Change-5,648 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 5,645
Change-5,645 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 5,604
Change-5,604 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
M.D. Sass, LLC
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 5,576
Change-5,576 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 5,527
Change-5,527 (-100%)
Value—
Rule One Partners, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 5,496
Change-5,496 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 5,435
Change-5,435 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 5,407
Change-5,407 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 5,389
Change-5,389 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 5,349
Change-5,349 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 5,326
Change-5,326 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 5,287
Change-5,287 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 5,277
Change-5,277 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 5,229
Change-5,229 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 5,128
Change-5,128 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 5,094
Change-5,094 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 5,014
Change-5,014 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Resolute Capital Asset Partners LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Absolute Gestao de Investimentos Ltda.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
CSS LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 4,867
Change-4,867 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 4,863
Change-4,863 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 4,862
Change-4,862 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 4,842
Change-4,842 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
Mayar Capital Ltd.
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 4,779
Change-4,779 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 4,662
Change-4,662 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 4,614
Change-4,614 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 4,614
Change-4,614 (-100%)
Value—
Latash Investments, LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 4,573
Change-4,573 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 4,533
Change-4,533 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 4,527
Change-4,527 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
CM Management, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 4,443
Change-4,443 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 4,442
Change-4,442 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 4,296
Change-4,296 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 4,240
Change-4,240 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 4,135
Change-4,135 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 4,133
Change-4,133 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 4,120
Change-4,120 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 4,097
Change-4,097 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
PenderFund Capital Management Ltd.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,847
Change-3,847 (-100%)
Value—
Sprucegrove Investment Management LTD
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 3,821
Change-3,821 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 3,719
Change-3,719 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Croban
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 3,598
Change-3,598 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,422
Change-3,422 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 3,337
Change-3,337 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,293
Change-3,293 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 3,279
Change-3,279 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Corient IA LP
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Diker Management LLC
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 3,171
Change-3,171 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
One68 Global Capital, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Saber Capital Managment, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 2,516
Change-2,516 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Melia Wealth LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 2,230
Change-2,230 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Toews Corp
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Nine Masts Capital Ltd
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Hoya Capital Real Estate, LLC
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Stuart Investment Advisors, Inc.
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
NCP Inc.
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
EQ LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 1,263
Change-1,263 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
OV Management LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
DC Investments Management, LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Lagoda Investment Management, L.P.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Pura Vida Investments, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Innovator Capital Management, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 925
Change-925 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 914
Change-914 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 902
Change-902 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 876
Change-876 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 874
Change-874 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 868
Change-868 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 853
Change-853 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 847
Change-847 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 839
Change-839 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 830
Change-830 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 825
Change-825 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 813
Change-813 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 755
Change-755 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 737
Change-737 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 730
Change-730 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 712
Change-712 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 705
Change-705 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 687
Change-687 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 640
Change-640 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 596
Change-596 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 593
Change-593 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 593
Change-593 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 589
Change-589 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Granger Management LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 509
Change-509 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 430
Change-430 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 377
Change-377 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 358
Change-358 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
Quarry LP
N/A
Shares— from 322
Change-322 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 240
Change-240 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 200
Change-200 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 191
Change-191 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 172
Change-172 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 161
Change-161 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Akuna Securities LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED192,443,381189,632,090+2,811,291+1%$70.6B$98.5B+$27.9B2026-11-06
Bank of New York Mellon Corp
INCREASED54,826,99953,472,212+1,354,787+3%$19.9B$28.1B+$8.2B2026-11-05
Amundi
DECREASED40,719,35546,694,778-5,975,423-13%$17.4B$20.9B+$3.5B2026-11-06
Deutsche Bank Ag\
INCREASED34,796,13332,564,249+2,231,884+7%$12.1B$17.8B+$5.7B2026-11-06
Dimensional Fund Advisors LP
INCREASED30,734,38630,610,857+123,529+0%$11.4B$15.8B+$4.3B2026-11-04
Fisher Asset Management, LLC
INCREASED27,143,62426,611,728+531,896+2%$9.9B$13.9B+$4.0B2026-11-06
Barclays PLC
DECREASED21,657,43723,507,840-1,850,403-8%$8.8B$11.1B+$2.3B2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED21,233,04320,161,916+1,071,127+5%$7.5B$10.9B+$3.4B2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED16,990,88517,488,121-497,236-3%$6.5B$8.7B+$2.2B2026-10-29
Sanders Capital, LLC
DECREASED16,053,87116,102,026-48,1550%$6.0B$8.2B+$2.2B2026-11-02
Swedbank AB
INCREASED15,168,36314,862,365+305,998+2%$5.5B$7.8B+$2.2B2026-10-27
Citigroup Inc
DECREASED14,917,05919,050,444-4,133,385-22%$7.1B$7.7B+$544.8M2026-11-04
Principal Financial Group Inc
DECREASED12,240,40513,740,829-1,500,424-11%$5.1B$6.3B+$1.2B2026-11-02
LPL Financial LLC
INCREASED11,109,78110,760,740+349,041+3%$4.0B$5.7B+$1.7B2026-11-06
Assenagon Asset Management S.A.
DECREASED9,696,47510,444,656-748,181-7%$3.9B$5.0B+$1.1B2026-10-15
Russell Investments Group, Ltd.
INCREASED9,369,1769,197,996+171,180+2%$3.4B$4.8B+$1.4B2026-11-06
PNC Financial Services Group, Inc.
INCREASED9,233,9769,232,435+1,541+0%$3.4B$4.7B+$1.3B2026-11-06
DekaBank Deutsche Girozentrale
INCREASED9,094,4067,317,273+1,777,133+24%$2.7M$4.6M+$2.0M2026-10-27
Robeco Institutional Asset Management B.V.
DECREASED7,338,7767,446,791-108,015-1%$2.8B$3.8B+$986.3M2026-10-20
Daiwa Securities Group Inc.
DECREASED5,952,5839,026,988-3,074,405-34%$3.4B$3.1B-$314.2M2026-10-29
MacKenzie Financial Corp
INCREASED5,757,2515,277,358+479,893+9%$2.0B$3.0B+$984.3M2026-11-02
Pictet Asset Management Holding SA
INCREASED5,554,5015,504,067+50,434+1%$2.1B$2.8B+$795.8M2026-11-03
New York State Teachers Retirement System
DECREASED5,522,3985,774,270-251,872-4%$2.2B$2.8M-$2.2B2026-10-22
US Bancorp \de\
DECREASED5,483,4205,520,756-37,336-1%$2.1B$2.8B+$753.1M2026-11-05
KBC Group NV
INCREASED5,335,5205,115,865+219,655+4%$1.9B$2.7M-$1.9B2026-10-22
Ninety One UK Ltd
DECREASED5,257,1275,568,293-311,166-6%$2.1B$2.7B+$619.3M2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED5,201,4234,726,631+474,792+10%$1.8B$2.7B+$903.8M2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED4,593,4014,097,211+496,190+12%$1.5B$2.4B+$827.6M2026-11-03
Fifth Third Bancorp
DECREASED4,442,1774,471,738-29,561-1%$1.7B$2.3B+$610.3M2026-11-05
Eurizon Capital SGR S.p.A.
INCREASED4,409,8634,270,901+138,962+3%$1.6B$2.3B+$669.8M2026-11-06
Creative Planning
INCREASED4,404,3164,155,769+248,547+6%$1.6B$2.3B+$708.8M2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED4,259,8534,320,933-61,080-1%$1.6B$2.2B+$573.1M2026-11-06
Parnassus Investments, LLC
DECREASED4,191,7604,685,346-493,586-11%$1.7B$2.1B+$402.2M2026-10-22
Truist Financial Corp
DECREASED4,188,2594,242,987-54,728-1%$1.6B$2.1B+$565.4M2026-10-30
Alecta Tjanstepension Omsesidigt
DECREASED4,150,0004,300,000-150,000-3%$1.6B$2.1B+$525.6M2026-11-02
ProShare Advisors LLC
INCREASED3,984,2863,885,993+98,293+3%$1.4B$2.0B+$594.0M2026-10-29
Thrivent Financial for Lutherans
INCREASED3,559,3483,535,167+24,181+1%$1.3B$1.8M-$1.3B2026-11-05
Asset Management One Co., Ltd.
INCREASED3,470,8563,425,583+45,273+1%$1.3B$1.8B+$502.4M2026-10-27
Cardano Risk Management B.V.
INCREASED3,225,4022,430,917+794,485+33%$906.8K$1.7M+$747.5K2026-10-20
Neos Investment Management LLC
INCREASED3,162,4392,821,767+340,672+12%$1.1B$1.6B+$569.4M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED3,157,1742,702,786+454,388+17%$950.6M$1.5B+$562.6M2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED2,913,1852,668,640+244,545+9%$1.0B$1.5B+$468.4M2026-11-04
SEB Asset Management AB
INCREASED2,864,1062,755,692+108,414+4%$1.0B$1.5B+$441.1M2026-11-04
AMF Tjanstepension AB
DECREASED2,820,7602,825,808-5,0480%$1.1B$1.4B+$392.7M2026-10-22
Commonwealth Equity Services, LLC
DECREASED2,755,9142,877,386-121,472-4%$1.1B$1.4B+$340.2M2026-11-02
King Luther Capital Management Corp
DECREASED2,749,0202,828,509-79,489-3%$1.1B$1.4B+$354.9M2026-11-05
Keybank National Association
DECREASED2,728,2052,758,381-30,176-1%$1.0B$1.4B+$370.4M2026-11-04
Swiss Life Asset Management Ltd
DECREASED2,708,4732,904,434-195,961-7%$1.1B$1.4B+$305.8M2026-11-03
CIBC Asset Management Inc
INCREASED2,666,5122,594,215+72,297+3%$967.6M$1.4B+$399.8M2026-11-05
UniSuper Management Pty Ltd
INCREASED2,618,6972,545,054+73,643+3%$949.4M$1.3B+$393.8M2026-10-26
Temasek Holdings (Private) Ltd
DECREASED2,616,2122,642,483-26,271-1%$985.7M$1.3B+$356.2M2026-10-28
Retirement Systems of Alabama
DECREASED2,567,8182,571,170-3,3520%$959.1M$1.3B+$357.9M2026-11-04
Candriam S.C.A.
INCREASED2,563,5052,519,834+43,671+2%$939.0M$1.3B+$380.6M2026-11-03
Strs Ohio
DECREASED2,458,5962,531,572-72,976-3%$944.3M$1.3B+$316.7M2026-10-30
PineStone Asset Management Inc.
DECREASED2,437,4472,586,687-149,240-6%$964.9M$1.3B+$285.3M2026-10-16
Fiera Capital Corp
DECREASED2,408,9272,617,116-208,189-8%$976.2M$1.2B+$259.3M2026-11-06
TD Waterhouse Canada Inc.
INCREASED2,322,8772,209,477+113,400+5%$849.5M$1.2B+$343.1M2026-10-16
State of New Jersey Common Pension Fund D
DECREASED2,279,3742,281,931-2,5570%$851.2M$1.2B+$317.9M2026-11-05
AGF Management LTD
INCREASED2,225,428640,577+1,584,851+247%$238.9M$1.1B+$902.5M2026-11-03
Fort Washington Investment Advisors Inc
DECREASED2,217,8372,236,664-18,827-1%$834.3M$1.1B+$303.2M2026-10-15
Flossbach VON Storch SE
DECREASED2,169,5513,394,977-1,225,426-36%$1.3B$1.1B-$153.6M2026-10-28
Calamos Advisors LLC
INCREASED2,150,8632,045,038+105,825+5%$762.8M$1.1B+$340.3M2026-11-02
Nykredit A/S
INCREASED2,149,4822,080,860+68,622+3%$776.2M$1.1B+$326.3M2026-11-06
Lido Advisors, LLC
INCREASED2,148,9872,004,948+144,039+7%$747.9M$1.1B+$354.0M2026-11-04
Czech National Bank
INCREASED2,133,5382,114,417+19,121+1%$788.7M$1.1B+$305.6M2026-10-13
Assetmark, Inc
INCREASED2,114,9652,097,112+17,853+1%$782.3M$1.1B+$302.5M2026-10-21
Vontobel Holding Ltd.
INCREASED2,103,5381,927,745+175,793+9%$719.1M$1.1B+$359.8M2026-10-16
M&G Plc
DECREASED2,053,1492,440,195-387,046-16%$910.2M$1.1B+$143.1M2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,988,7742,123,559-134,785-6%$792.1M$1.0B+$227.9M2026-10-15
Arizona State Retirement System
INCREASED1,982,5821,957,446+25,136+1%$730.2M$1.0B+$286.7M2026-11-03
Nisa Investment Advisors, LLC
DECREASED1,964,3741,986,033-21,659-1%$740.8M$1.0B+$266.7M2026-10-20
State of Michigan Retirement System
DECREASED1,923,8622,026,202-102,340-5%$755.8M$986.7M+$230.9M2026-10-27
Banque Pictet & CIE SA
DECREASED1,913,5121,949,323-35,811-2%$724.2M$977.6M+$253.4M2026-10-16
Bahl & Gaynor LLC
INCREASED1,856,4581,812,151+44,307+2%$676.0M$952.2M+$276.2M2026-11-05
Xponance LLC
INCREASED1,840,5941,763,288+77,306+4%$657.7M$944.0M+$286.3M2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED1,832,7661,847,490-14,724-1%$689.2M$940.0M+$250.9M2026-10-23
ABN Amro Investment Solutions
INCREASED1,741,0891,630,287+110,802+7%$608.1M$893.0M+$284.9M2026-10-21
OFI Invest Asset Management
INCREASED1,713,5841,614,553+99,031+6%$529.1M$776.9M+$247.8M2026-11-06
William Blair Investment Management, LLC
DECREASED1,711,4172,048,642-337,225-16%$764.2M$877.8M+$113.6M2026-11-06
IFM Investors Pty Ltd
INCREASED1,667,5441,616,514+51,030+3%$603.0M$855.3M+$252.3M2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED1,640,5561,640,740-1840%$612.0M$841.4M+$229.4M2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED1,579,9711,478,100+101,871+7%$547.0M$804.6K-$546.2M2026-10-22
Rakuten Investment Management, Inc.
INCREASED1,544,9571,401,812+143,145+10%$516.7M$786.3M+$269.7M2026-10-30
Compagnie Lombard Odier SCmA
INCREASED1,531,7791,504,417+27,362+2%$561.2M$785.6M+$224.5M2026-11-04
Virginia Retirement Systems ET Al
DECREASED1,461,2201,523,460-62,240-4%$568.3M$749.5M+$181.2M2026-10-28
Natixis
DECREASED1,460,0451,551,564-91,519-6%$578.8M$748.9M+$170.1M2026-11-06
Mawer Investment Management Ltd.
DECREASED1,452,8621,679,876-227,014-14%$626.6M$745.2M+$118.5M2026-11-06
Everett Harris & Co
DECREASED1,450,0441,455,069-5,0250%$542.8M$743.7M+$201.0M2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED1,426,0431,415,755+10,288+1%$528.1M$731.4M+$203.3M2026-10-20
Sustainable Growth Advisers, LP
DECREASED1,420,3021,505,003-84,701-6%$561.4M$728.5M+$167.1M2026-10-15
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,394,5031,695,431-300,928-18%$632.4M$715.2K-$631.7M2026-11-02
Aegon Asset Management UK PLC
DECREASED1,394,4321,410,777-16,345-1%$526.2M$715.2M+$189.0M2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED1,392,2321,419,491-27,259-2%$529.5M$714.1M+$184.6M2026-10-19
Amalgamated Bank
DECREASED1,384,6391,418,151-33,512-2%$529.0M$710.2K-$528.3M2026-10-23
OP Asset Management Ltd
INCREASED1,359,7881,007,240+352,548+35%$375.7M$697.4M+$321.7M2026-11-05
Sarasin & Partners LLP
DECREASED1,346,9291,519,029-172,100-11%$566.6M$690.8M+$124.2M2026-10-13
B. Metzler seel. Sohn & Co. AG
INCREASED1,319,4331,300,398+19,035+1%$485.1M$676.7M+$191.7M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED1,289,9101,291,017-1,1070%$481.6M$661.6K-$480.9M2026-11-02
Mn Services Vermogensbeheer B.V.
INCREASED1,268,0491,253,749+14,300+1%$467.7M$650.4K-$467.0M2026-10-08
Kestra Advisory Services, LLC
INCREASED1,219,1571,149,139+70,018+6%$428.7M$625.3M+$196.7M2026-11-02
Gateway Investment Advisers LLC
INCREASED1,195,8331,183,550+12,283+1%$441.5M$613.3M+$171.9M2026-10-13
Achmea Investment Management B.V.
NEW1,191,373—+1,191,373——$611.5M—2026-10-30
Cincinnati Insurance Co
UNCHANGED1,183,9971,183,99700%$441.7M$607.3M+$165.6M2026-11-03
WT Asset Management Ltd
NEW1,183,456—+1,183,456——$607.0M—2026-10-28
ACR Alpine Capital Research, LLC
INCREASED1,138,6441,136,273+2,371+0%$423.9M$584.0M+$160.2M2026-11-02
Quilter Plc
DECREASED1,135,8691,142,653-6,784-1%$426.2M$582.6M+$156.4M2026-10-21
New York Life Investment Management LLC
DECREASED1,135,7301,162,926-27,196-2%$433.8M$582.5M+$148.7M2026-11-04
Mirova US LLC
DECREASED1,127,2071,206,161-78,954-7%$449.9M$578.1M+$128.2M2026-11-05
Regions Financial Corp
DECREASED1,125,4111,151,580-26,169-2%$429.6M$577.2M+$147.7M2026-11-05
Lazard Freres Gestion S.A.S.
DECREASED1,120,1171,166,842-46,725-4%$435.3M$574.5K-$434.7M2026-11-03
ASR Vermogensbeheer N.V.
INCREASED1,106,5561,038,106+68,450+7%$387.2M$567.6M+$180.3M2026-10-16
Metropolis Capital Ltd
DECREASED1,087,1001,303,534-216,434-17%$482.5M$557.6M+$75.0M2026-10-20
Veritas Asset Management LLP
DECREASED1,083,8051,131,674-47,869-4%$422.1M$555.9M+$133.7M2026-11-05
Great Lakes Advisors, LLC
INCREASED1,062,920994,052+68,868+7%$370.8M$545.2M+$174.4M2026-11-06
Union Bancaire Privee, UBP SA
INCREASED1,032,5041,013,051+19,453+2%$1.4B$1.9B+$437.5M2026-11-04
Yacktman Asset Management LP
INCREASED1,012,5291,009,284+3,245+0%$376.5M$519.3M+$142.8M2026-11-02
Davenport & Co LLC
DECREASED996,5731,017,438-20,865-2%$378.8M$510.5M+$131.7M2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED986,012983,325+2,687+0%$366.8M$505.7M+$138.9M2026-11-05
iA Global Asset Management Inc.
DECREASED978,8591,002,256-23,397-2%$373.9M$502.1K-$373.4M2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED969,392934,736+34,656+4%$348.7M$497.2M+$148.5M2026-10-05
DDD Partners, LLC
DECREASED941,0231,136,862-195,839-17%$424.1M$482.7M+$58.6M2026-11-02
Allen Investment Management, LLC
DECREASED938,335957,008-18,673-2%$357.0M$481.3M+$124.3M2026-11-03
Factory Mutual Insurance Co
DECREASED923,168923,818-6500%$344.6M$473.5M+$128.9M2026-10-30
Oregon Public Employees Retirement Fund
DECREASED912,994913,338-3440%$340.7M$468.3M+$127.6M2026-10-30
Boston Trust Walden Corp
DECREASED912,136961,305-49,169-5%$358.6M$467.8M+$109.2M2026-10-30
D.A. Davidson & Co.
INCREASED906,797888,808+17,989+2%$331.5M$465.1M+$133.6M2026-10-28
Cullen T Bankers, Inc.
DECREASED900,263901,874-1,6110%$336.4M$461.7M+$125.3M2026-10-28
Montrusco Bolton Investments Inc.
DECREASED897,7381,021,431-123,693-12%$381.0M$460.4M+$79.4M2026-10-13
State of Alaska, Department of Revenue
DECREASED887,810912,272-24,462-3%$340.3M$455.4K-$339.8M2026-10-15
Welch & Forbes LLC
DECREASED884,443887,243-2,8000%$331.0M$453.6M+$122.7M2026-11-04
Raiffeisen Bank International AG
INCREASED869,323747,025+122,298+16%$275.6M$442.6M+$167.0M2026-10-28
Bank Pictet & Cie (Europe) AG
DECREASED857,384862,964-5,580-1%$320.6M$438.0M+$117.4M2026-10-20
Ethic Inc.
INCREASED844,836790,780+54,056+7%$295.0M$433.3M+$138.3M2026-11-03
Brighton Jones LLC
DECREASED841,216844,803-3,5870%$315.1M$431.5M+$116.3M2026-11-03
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED832,039832,03900%$310.4M$426.8M+$116.4M2026-10-30
BSN Capital Partners Ltd
NEW816,767—+816,767——$405.2M—2026-10-23
Midwest Trust Co
DECREASED806,963808,387-1,4240%$301.5M$413.9M+$112.3M2026-10-22
Mutual of America Capital Management LLC
DECREASED801,470807,911-6,441-1%$301.4M$411.1M+$109.7M2026-10-23
Congress Asset Management Co
DECREASED801,234815,323-14,089-2%$304.1M$411.0M+$106.8M2026-10-06
Border to Coast Pensions Partnership Ltd
INCREASED794,655699,216+95,439+14%$260.6M$407.0K-$260.2M2026-10-09
Exchange Traded Concepts, LLC
INCREASED763,980760,839+3,141+0%$283.8M$391.8M+$108.0M2026-10-28
Local Pensions Partnership Investment Ltd
DECREASED762,353775,953-13,600-2%$289.3M$391.0M+$101.7M2026-10-26
GF Fund Management Co. Ltd.
INCREASED759,254543,732+215,522+40%$202.8M$389.4M+$186.6M2026-10-26
Concurrent Investment Advisors, LLC
INCREASED752,616644,821+107,795+17%$240.5M$386.0M+$145.5M2026-10-16
Oppenheimer & Co Inc
INCREASED737,319732,035+5,284+1%$273.1M$378.2M+$105.1M2026-10-26
Yousif Capital Management, LLC
DECREASED737,114738,401-1,2870%$275.4M$378.1M+$102.6M2026-10-22
E. Ohman J:or Asset Management AB
DECREASED725,808736,068-10,260-1%$274.6M$372.3M+$97.7M2026-10-22
Savant Capital, LLC
INCREASED713,075688,858+24,217+4%$275.7M$365.7M+$90.1M2026-11-06
Meitav Investment House LTD
DECREASED690,294714,255-23,961-3%$266.4M$353.9M+$87.5M2026-10-28
J. Safra Sarasin Holding AG
DECREASED677,819788,563-110,744-14%$293.2M$304.6M+$11.4M2026-10-26
Troy Asset Management Ltd
INCREASED675,336659,861+15,475+2%$246.1M$346.4M+$100.2M2026-10-28
TrinityBridge Ltd
DECREASED669,034697,298-28,264-4%$260.0M$343.2K-$259.6M2026-10-30
Oppenheimer Asset Management Inc.
INCREASED665,810651,100+14,710+2%$242.9M$341.5M+$98.6M2026-10-27
Badgley Phelps Wealth Managers, LLC
INCREASED653,644647,049+6,595+1%$241.4M$335.3M+$93.9M2026-10-22
Munich Reinsurance Co Stock Corp in Munich
DECREASED642,992726,089-83,097-11%$270.8M$329.8M+$58.9M2026-10-30
Avanza Fonder AB
INCREASED641,558575,265+66,293+12%$214.6M$329.1M+$114.5M2026-10-13
Armstrong Henry H Associates Inc
DECREASED619,403622,401-2,9980%$232.2M$317.7M+$85.5M2026-10-07
AIA Group Ltd
DECREASED616,521653,480-36,959-6%$243.8M$316.2M+$72.5M2026-10-30
Quintet Private Bank (Europe) S.A.
INCREASED613,956439,355+174,601+40%$163.9M$314.9M+$151.0M2026-10-08
HB Wealth Management, LLC
INCREASED609,049552,823+56,226+10%$206.2M$312.4M+$106.2M2026-10-23
Generali Asset Management SPA SGR
DECREASED608,573610,529-1,9560%$227.7M$312.1M+$84.4M2026-10-26
Citizens Financial Group Inc
INCREASED602,014600,539+1,475+0%$224.0M$308.8M+$84.8M2026-10-23
C WorldWide Group Holding A/S
DECREASED599,525642,401-42,876-7%$239.6M$307.5K-$239.3M2026-11-04
LBP AM SA
DECREASED579,7761,423,828-844,052-59%$531.1M$297.4M-$233.7M2026-11-06
Eastern Bank
DECREASED578,874594,556-15,682-3%$221.8M$296.9M+$75.1M2026-10-05
Artemis Investment Management LLP
INCREASED573,80921,647+552,162+2551%$8.1M$294.3M+$286.2M2026-10-08
Clearstead Advisors, LLC
INCREASED571,910570,657+1,253+0%$212.9M$293.3M+$80.5M2026-11-06
Illinois Municipal Retirement Fund
INCREASED569,412566,056+3,356+1%$211.2M$292.1M+$80.9M2026-11-05
Guinness Asset Management LTD
DECREASED558,168574,920-16,752-3%$213.6M$286.3M+$72.7M2026-11-05
Merit Financial Group, LLC
INCREASED551,725520,766+30,959+6%$194.3M$283.0M+$88.7M2026-11-06
Gulf International Bank (UK) Ltd
INCREASED549,003545,603+3,400+1%$203.5M$281.6K-$203.2M2026-10-20
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED545,3601,028,078-482,718-47%$383.5M$279.7M-$103.8M2026-11-06
Crestwood Advisors Group, LLC
DECREASED544,524547,463-2,939-1%$204.2M$279.3M+$75.1M2026-10-27
Locust Wood Capital Advisers, LLC
DECREASED538,148594,596-56,448-9%$221.8M$276.0M+$54.2M2026-11-03
Markel Group Inc.
UNCHANGED537,630537,63000%$200.5M$275.8M+$75.2M2026-10-30
Louisiana State Employees Retirement System
DECREASED534,800552,600-17,800-3%$206.1M$274.3M+$68.2M2026-10-20
Glenview Trust Co
INCREASED532,411520,772+11,639+2%$194.3M$273.1M+$78.8M2026-10-28
Americana Partners, LLC
DECREASED520,718527,809-7,091-1%$196.9M$267.1M+$70.2M2026-10-28
Mission Wealth Management, LP
DECREASED518,376644,605-126,229-20%$240.5M$265.9M+$25.4M2026-10-15
Zevenbergen Capital Investments LLC
INCREASED517,109312,395+204,714+66%$116.5M$265.2M+$148.7M2026-10-08
Alphinity Investment Management Pty Ltd
DECREASED513,729542,515-28,786-5%$202.4M$263.5M+$61.1M2026-11-02
Kornitzer Capital Management Inc
DECREASED506,737519,782-13,045-3%$193.9M$259.9M+$66.0M2026-11-03
Cincinnati Financial Corp
UNCHANGED491,150491,15000%$183.2M$251.9M+$68.7M2026-11-03
Allworth Financial LP
INCREASED490,041407,549+82,492+20%$152.0M$182.8M+$30.8M2026-11-06
Busey Bank
DECREASED489,163494,442-5,279-1%$184.4M$250.9M+$66.5M2026-10-26
Vise Technologies, Inc.
INCREASED478,234375,993+102,241+27%$140.3M$245.3M+$105.0M2026-10-29
Meyer Handelman Co
INCREASED478,040476,711+1,329+0%$177.8M$245.2M+$67.4M2026-10-28
Generate Investment Management Ltd
INCREASED477,848422,913+54,935+13%$157.8M$245.1M+$87.3M2026-10-14
Country Trust Bank
DECREASED476,452509,988-33,536-7%$190.2M$244.4M+$54.1M2026-10-30
UMB Bank, n.a.
DECREASED475,990512,172-36,182-7%$191.1M$244.1M+$53.1M2026-11-06
Crossmark Global Holdings, Inc.
DECREASED473,622473,877-2550%$176.8M$242.9M+$66.2M2026-10-21
Sapient Capital LLC
INCREASED465,911438,394+27,517+6%$163.5M$239.0M+$75.4M2026-10-08
Cryder Capital Partners LLP
DECREASED461,940555,426-93,486-17%$207.2M$236.9M+$29.7M2026-11-03
Maryland State Retirement & Pension System
INCREASED454,589399,389+55,200+14%$149.0M$233.2M+$84.2M2026-11-05
Nicholas Company, Inc.
DECREASED451,736451,971-2350%$168.6M$231.7M+$63.1M2026-11-05
Pinnacle Associates LTD
INCREASED443,121435,694+7,427+2%$162.5M$227.3M+$64.8M2026-10-20
Atria Investments, Inc
INCREASED436,951349,531+87,420+25%$130.4M$224.1M+$93.7M2026-10-15
James Hambro & Partners LLP
INCREASED435,336428,709+6,627+2%$159.8M$223.3M+$63.5M2026-10-19
Associated Banc-Corp
INCREASED431,922430,040+1,882+0%$160.4M$221.5M+$61.1M2026-10-30
Perpetual Ltd
DECREASED428,858441,582-12,724-3%$164.7M$220.0M+$55.2M2026-10-13
Bailard, Inc.
DECREASED420,659421,507-8480%$157.2M$215.8M+$58.5M2026-10-13
Fisher Funds Management LTD
DECREASED418,545564,767-146,222-26%$210.7M$214.7M+$4.0M2026-10-13
Apollon Wealth Management, LLC
INCREASED416,470411,898+4,572+1%$153.6M$213.6M+$60.0M2026-10-23
Staley Capital Advisers Inc
DECREASED402,901403,479-5780%$150.5M$206.6M+$56.1M2026-11-06
Salem Investment Counselors Inc
INCREASED401,376397,731+3,645+1%$148.4M$205.9M+$57.5M2026-10-13
Adams Diversified Equity Fund, Inc.
DECREASED400,400404,500-4,100-1%$150.9M$205.4M+$54.5M2026-10-21
Hartford Investment Management Co
DECREASED397,513410,692-13,179-3%$153.2M$203.9M+$50.7M2026-11-04
Baker Avenue Asset Management, LP
INCREASED396,971376,429+20,542+5%$140.4M$203.6M+$63.2M2026-11-06
Carnegie Investment Counsel
DECREASED391,627396,759-5,132-1%$145.9M$198.0M+$52.0M2026-10-20
Riverbridge Partners LLC
DECREASED391,594413,524-21,930-5%$154.3M$200.8M+$46.6M2026-11-05
Tokio Marine Asset Management Co LTD
INCREASED387,119381,175+5,944+2%$142.2M$198.6M+$56.4M2026-10-26
Kestra Private Wealth Services, LLC
DECREASED385,091390,062-4,971-1%$145.5M$197.5M+$52.0M2026-11-06
Farther Finance Advisors, LLC
INCREASED384,364343,272+41,092+12%$128.0M$197.1M+$69.1M2026-10-08
Braun Stacey Associates Inc
INCREASED382,931340,491+42,440+12%$127.0M$196.4M+$69.4M2026-10-19
Hyperion Asset Management Ltd
DECREASED379,115524,265-145,150-28%$195.6M$194.4M-$1.1M2026-10-20
Antipodes Partners Ltd
DECREASED374,213394,726-20,513-5%$147.2M$191.9M+$44.7M2026-11-05
Argent Capital Management LLC
DECREASED373,057388,886-15,829-4%$145.1M$191.3M+$46.3M2026-10-05
New Mexico Educational Retirement Board
DECREASED371,161392,261-21,100-5%$146.3M$190.4K-$146.1M2026-11-05
Vest Financial, LLC
INCREASED370,477347,843+22,634+7%$129.8M$190.0M+$60.3M2026-10-21
Modera Wealth Management, LLC
DECREASED367,632371,417-3,785-1%$138.5M$188.6M+$50.0M2026-10-28
Focused Investors LLC
DECREASED363,900433,700-69,800-16%$161.8M$186.6M+$24.9M2026-10-30
Canoe Financial LP
DECREASED363,891465,891-102,000-22%$173.8M$186.6M+$12.8M2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED363,072351,595+11,477+3%$131.2M$186.2M+$55.1M2026-10-22
Chilton Capital Management LLC
DECREASED361,101362,650-1,5490%$135.3M$185.2M+$49.9M2026-10-28
Bokf, NA
INCREASED360,731360,589+142+0%$134.5M$185.0M+$50.5M2026-10-27
Florida Trust Wealth Management Co
DECREASED360,727363,430-2,703-1%$135.6M$185.0M+$49.5M2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED353,759363,800-10,041-3%$135.7M$181.4M+$45.7M2026-10-05
Milestone Resources Group Ltd
DECREASED346,635841,156-494,521-59%$313.8M$177.8K-$313.6M2026-11-04
Prospera Financial Services Inc
INCREASED345,408296,327+49,081+17%$110.6M$180.4M+$69.8M2026-11-04
Roffman Miller Associates Inc
INCREASED344,926260,345+84,581+32%$97.1M$133.0M+$35.9M2026-10-19
Tctc Holdings, LLC
INCREASED344,745343,756+989+0%$128.2M$176.8M+$48.6M2026-11-02
Daymark Wealth Partners, LLC
INCREASED342,565332,878+9,687+3%$124.2M$175.7M+$51.5M2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED342,478353,838-11,360-3%$131.9M$175.7M+$43.8M2026-10-21
Cornerstone Advisors, LLC
DECREASED342,387355,668-13,281-4%$132.7M$175.6M+$42.9M2026-11-06
Douglas Lane & Associates, LLC
DECREASED335,195342,350-7,155-2%$127.7M$171.9M+$44.2M2026-10-09
Ag2r LA Mondiale Gestion D'actifs
INCREASED335,130329,012+6,118+2%$122.7M$171.9M+$49.2M2026-10-26
Saratoga Research & Investment Management
DECREASED334,099334,179-800%$124.7M$171.4M+$46.7M2026-10-16
Nippon Life Global Investors Americas, Inc.
DECREASED331,570355,050-23,480-7%$132.4M$170.1M+$37.6M2026-10-29
Old National Bancorp
INCREASED324,927317,627+7,300+2%$118.5M$166.7M+$48.2M2026-10-20
First Citizens Bank & Trust Co
INCREASED322,846261,320+61,526+24%$97.5M$165.6M+$68.1M2026-10-14
Choreo, LLC
INCREASED319,634306,090+13,544+4%$114.1M$163.9M+$49.8M2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED314,464314,298+166+0%$117.2M$161.3M+$44.1M2026-11-05
Norris Perne & French LLP
DECREASED313,992317,586-3,594-1%$118.5M$161.0M+$42.6M2026-10-23
HUB Investment Partners, LLC
INCREASED313,258297,773+15,485+5%$111.1M$160.7M+$49.6M2026-11-03
J. L. Bainbridge & Co., Inc.
DECREASED313,191314,580-1,3890%$117.3M$160.6M+$43.3M2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED311,852330,356-18,504-6%$123.2M$159.9M+$36.7M2026-10-20
Triglav Investments, D.O.O.
INCREASED310,297273,792+36,505+13%$102.1M$159.2M+$57.0M2026-11-06
Parallel Advisors, LLC
INCREASED307,428305,315+2,113+1%$113.9M$157.7M+$43.8M2026-11-03
Park Avenue Securities LLC
INCREASED306,008297,053+8,955+3%$110.8M$157.0K-$110.7M2026-10-26
Highland Capital Management, LLC
INCREASED300,293264,734+35,559+13%$98.8M$154.0M+$55.3M2026-10-26
Dana Investment Advisors, Inc.
DECREASED299,973301,285-1,3120%$112.4M$153.9M+$41.5M2026-11-06
Clifford Swan Investment Counsel LLC
DECREASED295,667298,885-3,218-1%$111.5M$151.6M+$40.2M2026-11-05
Rockland Trust Co
INCREASED294,841293,155+1,686+1%$109.4M$151.2M+$41.9M2026-10-05
Mcdaniel Terry & Co
DECREASED293,817295,851-2,034-1%$110.4M$150.7M+$40.3M2026-11-05
Mondrian Investment Partners LTD
DECREASED291,748514,232-222,484-43%$191.8M$149.6M-$42.2M2026-10-23
Motley Fool Asset Management LLC
DECREASED290,072326,966-36,894-11%$122.0M$148.8M+$26.8M2026-10-27
Greenleaf Trust
DECREASED290,031296,267-6,236-2%$110.5M$148.8M+$38.2M2026-10-29
Mogy Joel R Investment Counsel Inc
INCREASED287,081286,312+769+0%$106.8M$147.2M+$40.4M2026-10-13
Heritage Investors Management Corp
DECREASED286,334292,324-5,990-2%$109.0M$146.9K-$108.9M2026-10-29
Farmers & Merchants Investments Inc
INCREASED285,589282,623+2,966+1%$105.4M$146.5M+$41.1M2026-10-22
Cohen Klingenstein LLC
UNCHANGED285,500285,50000%$106.5M$146.4M+$39.9M2026-10-15
KCM Investment Advisors LLC
DECREASED284,398292,283-7,885-3%$109.0M$145.9M+$36.8M2026-10-27
Gradient Investments LLC
DECREASED282,382304,934-22,552-7%$113.7M$144.8M+$31.1M2026-10-08
Sterling Capital Management LLC
DECREASED281,619315,312-33,693-11%$117.6M$144.4M+$26.8M2026-10-22
Calamos Wealth Management LLC
DECREASED281,325283,321-1,996-1%$105.7M$144.3M+$38.6M2026-11-02
Vaughan David Investments LLC
DECREASED279,572280,804-1,2320%$104.7M$143.4K-$104.6M2026-11-05
Birch Hill Investment Advisors LLC
DECREASED279,241283,554-4,313-2%$105.8M$143.2M+$37.5M2026-10-16
Aberdeen Group plc
DECREASED275,6579,019,337-8,743,680-97%$3.4B$31.3M-$3.3B2026-11-06
Howland Capital Management LLC
INCREASED274,624274,435+189+0%$102.4M$140.9M+$38.5M2026-10-22
MFF Capital Investments Ltd
UNCHANGED273,429273,42900%$102.0M$140.2M+$38.2M2026-11-05
Evergreen Capital Management LLC
INCREASED270,216269,967+249+0%$100.7M$138.6M+$37.9M2026-10-23
Talbot Financial, LLC
DECREASED268,229271,136-2,907-1%$101.1M$137.6M+$36.4M2026-10-19
Howard Capital Management, LLC
DECREASED267,867279,061-11,194-4%$104.1M$137.4M+$33.3M2026-10-16
Chicago Capital, LLC
INCREASED267,639263,586+4,053+2%$98.3M$137.3M+$38.9M2026-10-13
Wilmington Savings Fund Society, FSB
DECREASED262,866268,913-6,047-2%$100.3M$134.8M+$34.5M2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED261,801237,680+24,121+10%$91.4M$136.8M+$45.5M2026-10-13
Trust Co of Vermont
INCREASED260,756254,322+6,434+3%$94.9M$133.7M+$38.9M2026-10-21
Smith Salley Wealth Management
INCREASED260,085243,743+16,342+7%$90.9M$133.4M+$42.5M2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED259,895233,876+26,019+11%$87.2M$133.5M+$46.2M2026-11-05
Northeast Investment Management
DECREASED258,490259,061-5710%$96.6M$132.6M+$35.9M2026-10-30
JIA Investment Alliance Pte. Ltd.
UNCHANGED258,320258,32000%$96.4M$132.5M+$36.1M2026-10-06
Community Trust & Investment Co
INCREASED258,270256,067+2,203+1%$95.5M$132.5M+$36.9M2026-10-15
Guyasuta Investment Advisors Inc
DECREASED258,060260,246-2,186-1%$97.1M$132.4M+$35.3M2026-10-15
Franklin Street Advisors Inc
DECREASED256,059258,696-2,637-1%$96.5M$131.3M+$34.8M2026-10-13
Elite Wealth Management, Inc.
INCREASED255,465225,389+30,076+13%$84.1M$131.0M+$47.0M2026-11-03
OpenArc Corporate Advisory, LLC
INCREASED254,776241,243+13,533+6%$90.0M$130.7M+$40.7M2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED251,177249,672+1,505+1%$93.1M$128.8M+$35.7M2026-10-22
Venture Visionary Partners LLC
INCREASED251,167240,248+10,919+5%$89.6M$128.8M+$39.2M2026-10-07
Maple Capital Management, Inc.
DECREASED250,184258,738-8,554-3%$96.5M$128.3M+$31.8M2026-11-02
Sather Financial Group Inc
INCREASED249,486246,993+2,493+1%$92.1M$128.0M+$35.8M2026-10-30
Signature Estate & Investment Advisors LLC
INCREASED246,507239,512+6,995+3%$89.4M$126.4M+$37.1M2026-10-13
Brookstone Capital Management
DECREASED244,397262,567-18,170-7%$97.9M$125.4M+$27.4M2026-10-22
Park National Corp
DECREASED244,284257,453-13,169-5%$96.0M$125.3M+$29.3M2026-10-05
MGO One Seven LLC
DECREASED243,926250,008-6,082-2%$93.3M$125.1M+$31.9M2026-10-28
Deprince Race & Zollo Inc
INCREASED243,504235,894+7,610+3%$88.0M$124.9M+$36.9M2026-10-13
Annex Advisory Services, LLC
INCREASED242,727235,346+7,381+3%$87.8M$124.5M+$36.7M2026-10-16
Profund Advisors LLC
DECREASED242,604260,957-18,353-7%$97.3M$124.4M+$27.1M2026-10-29
Pzena Investment Management LLC
INCREASED240,993755+240,238+31820%$281.6K$123.6M+$123.3M2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED240,742229,490+11,252+5%$85.6M$123.5M+$37.9M2026-10-27
Soltis Investment Advisors LLC
INCREASED237,564226,152+11,412+5%$84.4M$121.8M+$37.5M2026-10-28
BCV Asset Management Inc.
INCREASED234,042227,873+6,169+3%$84.2M$120.5M+$36.4M2026-11-06
Reynders McVeigh Capital Management, LLC
INCREASED233,944219,809+14,135+6%$82.0M$120.0M+$38.0M2026-10-30
J.W. Cole Advisors, Inc.
DECREASED231,908238,682-6,774-3%$89.0M$118.9M+$29.9M2026-11-05
Gamma Investing LLC
INCREASED230,099199,013+31,086+16%$74.2M$118.0M+$43.8M2026-10-08
Davidson Investment Advisors
DECREASED229,572242,760-13,188-5%$90.6M$117.7M+$27.2M2026-10-20
Wedbush Securities Inc
DECREASED228,441237,199-8,758-4%$88.5M$117.2K-$88.4M2026-10-22
Guardcap Asset Management Ltd
DECREASED228,278256,389-28,111-11%$96.7M$116.5M+$19.9M2026-11-06
North Dakota State Investment Board
INCREASED227,551219,052+8,499+4%$81.7M$116.7M+$35.0M2026-10-27
Central Trust Co
DECREASED227,303229,218-1,915-1%$85.5M$116.6M+$31.1M2026-11-05
Parthenon LLC
DECREASED227,186227,288-1020%$84.8M$116.5M+$31.7M2026-10-22
Ninety One North America, Inc.
DECREASED227,036240,494-13,458-6%$89.7M$116.4M+$26.7M2026-10-15
ZWJ Investment Counsel Inc
INCREASED225,552218,989+6,563+3%$81.7M$115.7M+$34.0M2026-10-15
Grandfield & Dodd, LLC
INCREASED225,063224,218+845+0%$83.6M$115.4M+$31.8M2026-10-29
Capital Investment Advisors, LLC
INCREASED224,837221,923+2,914+1%$82.8M$115.3M+$32.5M2026-10-22
Welch Group, LLC
INCREASED223,862219,788+4,074+2%$82.0M$114.8M+$32.8M2026-10-29
Covea Finance
DECREASED223,418258,918-35,500-14%$96.6M$114.6M+$18.0M2026-10-21
Fifth Third Wealth Advisors LLC
INCREASED222,316216,871+5,445+3%$80.9M$114.0M+$33.1M2026-10-22
Global X Japan Co., Ltd.
DECREASED221,881233,922-12,041-5%$87.3M$113.8M+$26.5M2026-10-21
Blue Grotto Capital, LLC
INCREASED220,248100,248+120,000+120%$37.4M$113.0M+$75.6M2026-11-04
Diversified Trust Co
DECREASED220,016225,992-5,976-3%$84.3M$112.8M+$28.5M2026-11-06
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED219,900219,90000%$82.0M$112.8M+$30.8M2026-10-28
Letko, Brosseau & Associates Inc
DECREASED219,465241,356-21,891-9%$90.0M$112.6M+$22.5M2026-11-06
Wesbanco Bank Inc
DECREASED218,851307,752-88,901-29%$114.8M$112.2M-$2.5M2026-11-04
Signaturefd, LLC
DECREASED215,905226,148-10,243-5%$84.4M$110.7M+$26.4M2026-10-23
Chesley Taft & Associates LLC
DECREASED213,746217,171-3,425-2%$81.0M$109.6M+$28.6M2026-10-13
Waters Parkerson & Co., LLC
DECREASED212,564213,340-7760%$79.6M$109.0M+$29.4M2026-11-04
CWA Asset Management Group, LLC
INCREASED210,935206,608+4,327+2%$77.1M$108.2M+$31.1M2026-10-19
Quadrant Capital Group LLC
DECREASED206,761213,817-7,056-3%$79.8M$112.4M+$32.6M2026-10-20
Edgemoor Investment Advisors, Inc.
DECREASED206,729209,741-3,012-1%$78.2M$106.0M+$27.8M2026-11-03
Kanawha Capital Management LLC
INCREASED204,592203,939+653+0%$76.1M$104.9M+$28.9M2026-10-19
Vantage Investment Partners, LLC
INCREASED203,395198,066+5,329+3%$73.9M$104.3M+$30.4M2026-10-27
Washington Trust Co
DECREASED202,106203,349-1,243-1%$75.9M$103.7M+$27.8M2026-10-22
Mill Capital Management, LLC
INCREASED201,979201,680+299+0%$75.2M$103.6M+$28.4M2026-10-26
Ritholtz Wealth Management
INCREASED201,739185,928+15,811+9%$69.4M$103.5M+$34.1M2026-11-05
Obermeyer Wealth Partners
DECREASED201,362201,468-1060%$75.2M$103.3M+$28.1M2026-10-21
Moors & Cabot, Inc.
INCREASED200,533200,169+364+0%$74.7M$102.9M+$28.2M2026-11-06
NBT Bank, N.A.
DECREASED200,179201,559-1,380-1%$75.2M$102.7M+$27.5M2026-10-21
Hohimer Wealth Management, LLC
DECREASED198,832210,530-11,698-6%$78.5M$102.0M+$23.4M2026-11-04
Independent Financial Group, LLC
INCREASED197,671193,067+4,604+2%$72.0M$101.4M+$29.4M2026-10-13
Sander Capital Advisors Inc
DECREASED196,640197,239-5990%$73.6K$100.9K+$27.3K2026-10-20
Knights of Columbus Asset Advisors LLC
INCREASED196,030190,099+5,931+3%$70.9M$100.5M+$29.6M2026-11-05
Diversify Advisory Services, LLC
INCREASED195,890182,468+13,422+7%$71.0M$105.7M+$34.7M2026-10-20
Diversify Wealth Management, LLC
INCREASED195,890182,468+13,422+7%$71.0M$105.7M+$34.7M2026-10-20
Nichols & Pratt Advisers LLP
INCREASED195,240190,060+5,180+3%$70.9M$100.1M+$29.2M2026-10-13
AlphaCore Capital LLC
INCREASED192,911138,141+54,770+40%$51.5M$98.9M+$47.4M2026-11-04
Securian Asset Management, Inc
DECREASED192,882197,396-4,514-2%$77.7M$98.9M+$21.2M2026-11-06
First American Bank
DECREASED191,623195,726-4,103-2%$73.0M$98.3M+$25.3M2026-10-27
Moody Lynn Lieberson & Walker, LLC
INCREASED191,360186,285+5,075+3%$69.5M$98.1M+$28.7M2026-10-14
Howard Capital Management Group, LLC
DECREASED191,169191,810-6410%$71.5M$98.1M+$26.5M2026-10-16
Woodley Farra Manion Portfolio Management Inc
DECREASED189,946193,545-3,599-2%$72.2M$97.4M+$25.2M2026-11-05
Sycomore Asset Management
UNCHANGED189,860189,86000%$79.0K$79.0K$02026-10-26
SBI Securities Co., Ltd.
DECREASED189,088198,704-9,616-5%$74.1M$97.0M+$22.9M2026-10-22
First National Trust Co
DECREASED188,429201,595-13,166-7%$75.2M$96.6M+$21.4M2026-10-28
Private Wealth Partners, LLC
INCREASED188,429187,537+892+0%$70.0M$96.6M+$26.7M2026-10-22
Empire Life Investments Inc.
INCREASED187,723184,286+3,437+2%$68.7M$96.3M+$27.5M2026-11-06
Smith Chas P & Associates PA Cpas
DECREASED187,440189,183-1,743-1%$70.6M$99.2M+$28.6M2026-10-22
Versant Capital Management, Inc
INCREASED186,310184,849+1,461+1%$69.0M$95.6M+$26.6M2026-10-02
Pacific Sage Partners, LLC
DECREASED186,200186,646-4460%$69.6M$95.5M+$25.9M2026-10-21
Henshaw Capital LLC
DECREASED185,312185,313-10%$69.1M$95.0M+$25.9M2026-11-03
Plato Investment Management Ltd
INCREASED184,369175,526+8,843+5%$65.1M$94.9M+$29.8M2026-11-05
IFP Advisors, Inc
INCREASED184,214180,462+3,752+2%$67.3M$94.5M+$27.2M2026-10-16
Valeo Financial Advisors, LLC
INCREASED182,123179,265+2,858+2%$66.9M$93.4M+$26.5M2026-10-08
Waycross Partners, LLC
INCREASED180,998173,452+7,546+4%$64.7M$92.8M+$28.1M2026-11-03
Foster Dykema Cabot & Partners, LLC
INCREASED180,454114,756+65,698+57%$42.8M$92.6M+$49.7M2026-10-30
Grimes & Co Wealth Management, LLC
INCREASED180,148177,461+2,687+2%$66.2M$92.4M+$26.2M2026-10-29
Univest Financial Corp
DECREASED179,767183,288-3,521-2%$68.4M$92.2M+$23.8M2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED179,203177,551+1,652+1%$66.2M$91.9M+$25.7M2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED175,219145,892+29,327+20%$54.4M$89.2M+$34.8M2026-10-28
Level Four Advisory Services, LLC
DECREASED174,861182,005-7,144-4%$67.9M$89.7M+$21.8M2026-11-06
Alta Capital Management LLC/
DECREASED174,315196,038-21,723-11%$73.1M$89.4M+$16.3M2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED174,126178,186-4,060-2%$66.5M$89.3M+$22.8M2026-11-04
Violich Capital Management, Inc.
DECREASED173,373177,079-3,706-2%$66.1M$88.9M+$22.9M2026-10-05
Caledonia Investments PLC
DECREASED173,017199,317-26,300-13%$74.3M$88.7M+$14.4M2026-10-13
Matrix Asset Advisors Inc
INCREASED173,012172,878+134+0%$64.5M$88.7M+$24.3M2026-10-13
Stack Financial Management, Inc
DECREASED172,651187,635-14,984-8%$70.0M$88.6M+$18.6M2026-11-02
Fulton Breakefield Broenniman LLC
DECREASED172,628175,620-2,992-2%$65.5M$88.5M+$23.0M2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED172,451181,210-8,759-5%$67.6M$88.5M+$20.9M2026-10-13
Value Partners Investments Inc.
DECREASED171,340247,817-76,477-31%$92.3M$88.0M-$4.3M2026-10-19
Kintegral Advisory, LLC
INCREASED170,212169,250+962+1%$63.1M$87.3M+$24.2M2026-10-16
Perigon Wealth Management, LLC
DECREASED169,411188,165-18,754-10%$70.2M$86.9M+$16.7M2026-10-22
Synergy Asset Management, LLC
DECREASED168,869183,474-14,605-8%$68.4M$86.6M+$18.2M2026-11-05
Boston Common Asset Management, LLC
INCREASED167,723157,839+9,884+6%$58.9M$86.0M+$27.1M2026-10-13
Meridian Wealth Management, LLC
INCREASED166,993166,473+520+0%$62.1M$85.7M+$23.6M2026-11-05
Parsons Capital Management Inc
DECREASED166,513167,422-909-1%$62.5M$85.4M+$23.0M2026-10-28
Trust Co of Toledo NA
DECREASED165,249167,600-2,351-1%$62.5M$84.8M+$22.2M2026-10-16
Milestones Administradora de Recursos Ltda.
DECREASED165,029177,513-12,484-7%$66.2M$84.6M+$18.4M2026-10-21
LVM Capital Management LTD
DECREASED164,433168,745-4,312-3%$62.9K$84.3M+$84.3M2026-10-20
Eagle Global Advisors LLC
DECREASED163,986164,259-2730%$61.3M$84.1M+$22.8M2026-11-02
SteelPeak Wealth, LLC
DECREASED163,302195,044-31,742-16%$72.8M$83.8M+$11.0M2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED163,129156,449+6,680+4%$58.4M$83.7M+$25.3M2026-10-16
Adell Harriman & Carpenter Inc
INCREASED161,421160,573+848+1%$59.9M$82.8M+$22.9M2026-11-02
Narwhal Capital Management
DECREASED161,388162,292-904-1%$60.5M$82.8M+$22.2M2026-11-04
McCollum Christoferson Group LLC
INCREASED161,22083,769+77,451+92%$14.7M$19.9M+$5.2M2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
INCREASED161,17983,063+78,116+94%$31.0M$82.7K-$30.9M2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED160,859160,066+793+1%$59.7M$82.5M+$22.8M2026-10-29
Asset Advisors Investment Management, LLC
DECREASED160,710160,948-2380%$60.0M$82.4M+$22.4M2026-10-19
Wedge Capital Management L L P
DECREASED160,589201,880-41,291-20%$75.3M$82.4M+$7.1M2026-10-13
Woodstock Corp
INCREASED159,963159,578+385+0%$59.5M$82.0M+$22.5M2026-10-13
AMI Asset Management Corp
DECREASED159,314165,895-6,581-4%$61.9M$81.7M+$19.8M2026-10-20
Compass Capital Management, Inc
DECREASED159,030166,539-7,509-5%$62.1M$81.6M+$19.4M2026-11-06
Nixon Peabody Trust Co
INCREASED158,971149,331+9,640+6%$55.7M$81.5M+$25.8M2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED158,882192,374-33,492-17%$71.8M$81.5M+$9.7M2026-10-16
Nicholas Hoffman & Company, Llc.
INCREASED156,979156,821+158+0%$58.5M$80.5M+$22.0M2026-10-30
Forbes J M & Co LLP
INCREASED156,416155,852+564+0%$58.1M$80.2M+$22.1M2026-10-16
BLB&B Advisors, LLC
DECREASED153,952166,945-12,993-8%$62.3M$79.0M+$16.7M2026-10-27
Coronation Fund Managers Ltd.
DECREASED153,901161,594-7,693-5%$60.3M$78.9M+$18.7M2026-10-27
Addenda Capital Inc.
INCREASED153,377129,812+23,565+18%$48.4M$78.7M+$30.2M2026-10-13
Sowell Financial Services LLC
INCREASED152,081151,909+172+0%$56.7M$78.0M+$21.3M2026-10-23
Investment House LLC
DECREASED151,099201,427-50,328-25%$75.1M$77.5M+$2.4M2026-10-21
Washington Trust Bank
INCREASED150,803145,023+5,780+4%$54.1M$77.3M+$23.3M2026-11-03
GC Wealth Management RIA, LLC
INCREASED150,227146,616+3,611+2%$54.7M$77.1M+$22.4M2026-11-02
Chicago Partners Investment Group LLC
INCREASED150,202141,534+8,668+6%$54.0M$78.8M+$24.8M2026-10-27
Lmcg Investments, LLC
INCREASED149,958147,881+2,077+1%$55.2M$76.9M+$21.8M2026-10-21
Levin Capital Strategies, L.P.
INCREASED148,595134,133+14,462+11%$50.0M$76.2M+$26.2M2026-11-02
Baldwin Wealth Partners LLC
DECREASED148,488148,926-4380%$55.6M$76.2M+$20.6M2026-10-13
Ninety One SA (PTY) Ltd
DECREASED148,389150,064-1,675-1%$55.7M$76.6M+$20.9M2026-10-15
Patten & Patten Inc
DECREASED148,294149,249-955-1%$55.7M$76.1M+$20.4M2026-10-26
Compound Planning, Inc.
INCREASED148,081135,077+13,004+10%$50.4M$76.0M+$25.6M2026-11-05
Cidel Asset Management Inc
INCREASED147,598132,721+14,877+11%$49.5M$75.7M+$26.2M2026-10-29
Manitou Investment Management Ltd.
DECREASED147,376155,364-7,988-5%$58.0M$75.6M+$17.6M2026-10-15
Wedmont Private Capital
INCREASED147,027101,962+45,065+44%$39.3M$76.8M+$37.6M2026-10-09
OAK Ridge Investments LLC
DECREASED146,279153,252-6,973-5%$57.2M$75.0M+$17.9M2026-10-30
Formuepleje A/S
DECREASED146,223165,010-18,787-11%$61.6M$75.0M+$13.4M2026-10-15
Suncoast Equity Management
DECREASED145,025150,237-5,212-3%$56.0M$74.4M+$18.3M2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED144,810143,925+885+1%$53.7M$74.3M+$20.6M2026-10-23
JAG Capital Management, LLC
DECREASED143,705144,898-1,193-1%$54.0M$73.7M+$19.7M2026-11-06
Campbell Newman Asset Management Inc
INCREASED143,438133,704+9,734+7%$49.9M$73.6M+$23.7M2026-10-22
Burney Co/
INCREASED143,30983,645+59,664+71%$31.2M$73.5M+$42.3M2026-10-15
Cullinan Associates Inc
INCREASED142,977139,649+3,328+2%$52.1M$73.3M+$21.2M2026-11-03
Fishman JAY A LTD
DECREASED142,863148,531-5,668-4%$55.4M$73.3M+$17.9M2026-10-26
Applied Finance Capital Management, LLC
INCREASED142,727141,576+1,151+1%$52.8M$73.2M+$20.4M2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED142,474143,110-6360%$53.4M$73.1M+$19.7M2026-11-03
Tandem Investment Advisors, Inc.
DECREASED142,450174,326-31,876-18%$65.0M$73.1M+$8.0M2026-11-04
V-Square Quantitative Management LLC
INCREASED142,409140,754+1,655+1%$52.5M$73.0M+$20.5M2026-10-15
Provident Investment Management, Inc.
DECREASED141,311150,278-8,967-6%$56.1M$72.5M+$16.4M2026-10-23
Neville Rodie & Shaw Inc
DECREASED140,817149,160-8,343-6%$55.6K$72.2K+$16.6K2026-10-05
Baskin Financial Services Inc.
DECREASED140,330142,057-1,727-1%$53.0K$72.0K+$19.0K2026-10-19
Ascent Group, LLC
INCREASED137,832132,096+5,736+4%$49.3M$70.7M+$21.4M2026-10-30
Marble Harbor Investment Counsel, LLC
DECREASED137,217139,743-2,526-2%$52.1M$70.4M+$18.3M2026-11-06
GW Henssler & Associates LTD
DECREASED136,630137,196-5660%$51.2M$70.1M+$18.9M2026-10-26
Confluence Investment Management LLC
DECREASED136,113142,894-6,781-5%$53.3M$69.8M+$16.5M2026-10-01
Praxis Investment Management Inc
UNCHANGED135,978135,97800%$50.7M$69.7K-$50.7M2026-11-03
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED135,900135,90000%$50.7M$69.7M+$19.0M2026-11-06
Matthew Goff Investment Advisor, LLC
INCREASED135,815109,581+26,234+24%$40.9M$69.7M+$28.8M2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED135,811125,601+10,210+8%$46.9M$69.7M+$22.8M2026-11-03
Spire Wealth Management
INCREASED135,096131,257+3,839+3%$49.0M$69.3M+$20.3M2026-10-30
Granite Investment Partners, LLC
DECREASED134,255136,247-1,992-1%$50.8M$68.9M+$18.0M2026-11-04
Turtle Creek Wealth Advisors, LLC
INCREASED133,671119,704+13,967+12%$44.6M$68.6M+$23.9M2026-10-15
Montag A & Associates Inc
INCREASED133,320132,404+916+1%$49.4M$68.4M+$19.0M2026-10-29
Payden & Rygel
INCREASED133,05091,850+41,200+45%$34.3M$68.2K-$34.2M2026-10-28
Penobscot Investment Management Company, Inc.
DECREASED132,916135,630-2,714-2%$50.6M$68.2M+$17.6M2026-10-26
Auxano Advisors, LLC
INCREASED132,439131,823+616+0%$49.2M$67.9M+$18.8M2026-11-06
Cornerstone Wealth Group, LLC
INCREASED132,416129,694+2,722+2%$48.4M$67.9M+$19.5M2026-11-02
Garde Capital, Inc.
DECREASED131,936144,563-12,627-9%$53.9M$67.7M+$13.7M2026-10-29
Baxter Bros Inc
INCREASED131,558131,367+191+0%$49.0M$67.5M+$18.5M2026-11-04
Sagespring Wealth Partners, LLC
INCREASED130,285124,051+6,234+5%$46.3M$66.8M+$20.5M2026-10-22
Avity Investment Management Inc.
INCREASED130,240126,311+3,929+3%$47.1M$66.8M+$19.7M2026-10-09
Yarbrough Capital, LLC
UNCHANGED129,794129,79400%$48.4M$66.6M+$18.2M2026-10-19
Wendell David Associates Inc
DECREASED129,687131,068-1,381-1%$48.9M$66.5K-$48.8M2026-10-27
GAM Holding AG
DECREASED129,557139,116-9,559-7%$51.9M$66.4M+$14.6M2026-11-03
Sigma Planning Corp
DECREASED129,473134,286-4,813-4%$50.1M$66.4M+$16.4M2026-10-23
First Horizon Corp
DECREASED129,247129,390-1430%$48.3M$66.3M+$18.0M2026-10-26
Albion Financial Group
INCREASED128,846124,796+4,050+3%$46.6M$66.1M+$19.5M2026-10-21
United Asset Strategies, Inc.
DECREASED127,917130,692-2,775-2%$48.8M$65.6M+$16.9M2026-10-28
Dynamic Advisor Solutions LLC
INCREASED127,659124,487+3,172+3%$46.4M$65.5M+$19.0M2026-10-13
Apella Capital, LLC
INCREASED126,914121,343+5,571+5%$47.2M$67.2M+$20.1M2026-10-08
Todd Asset Management LLC
INCREASED126,54311,983+114,560+956%$4.5M$64.9M+$60.4M2026-10-27
General American Investors Co Inc
DECREASED126,400131,400-5,000-4%$49.0M$64.8M+$15.8M2026-11-02
YHB Investment Advisors, Inc.
DECREASED124,622127,919-3,297-3%$47.7M$63.9M+$16.2M2026-10-08
Equitable Trust Co
DECREASED124,614127,060-2,446-2%$47.4M$63.9M+$16.5M2026-10-13
Willis Investment Counsel
INCREASED124,219121,147+3,072+3%$45.2M$63.7M+$18.5M2026-10-20
Pittenger & Anderson Inc
INCREASED123,894123,089+805+1%$45.9M$63.5M+$17.6M2026-11-02
Petredis Investment Advisors LLC
INCREASED122,119122,032+87+0%$45.5M$62.6M+$17.1M2026-10-20
Founders Capital Management, LLC
DECREASED122,038122,044-60%$45.5M$62.6M+$17.1M2026-10-23
Frank, Rimerman Advisors LLC
INCREASED121,621109,867+11,754+11%$41.0M$62.4M+$21.4M2026-10-16
Mather Group, Llc.
INCREASED121,606108,006+13,600+13%$40.3M$62.4M+$22.1M2026-10-14
CX Institutional
INCREASED121,105118,731+2,374+2%$44.3K$62.1K+$17.8K2026-10-02
Axxcess Wealth Management, LLC
DECREASED120,506251,579-131,073-52%$93.4M$61.3M-$32.1M2026-10-21
Private Advisory Group LLC
DECREASED120,500136,240-15,740-12%$50.8M$61.8M+$11.0M2026-11-06
Joel Isaacson & Co., LLC
INCREASED120,439119,369+1,070+1%$44.5M$61.8M+$17.2M2026-11-05
SVB Wealth LLC
DECREASED120,409134,978-14,569-11%$50.3M$61.8M+$11.4M2026-11-06
L. Roy Papp & Associates, LLP
DECREASED120,287120,590-3030%$45.0M$61.7M+$16.7M2026-10-21
Appleton Partners Inc
INCREASED119,483116,361+3,122+3%$43.4M$61.3K-$43.3M2026-10-30
Principle Wealth Partners LLC
INCREASED119,351116,758+2,593+2%$43.6M$61.2M+$17.7M2026-11-02
Strategic Planning Group, LLC
INCREASED118,94791,869+27,078+29%$34.3M$61.0M+$26.7M2026-10-22
Van Cleef Asset Management,Inc
DECREASED118,660121,368-2,708-2%$45.3M$60.9M+$15.6M2026-10-20
Burns J W & Co Inc
DECREASED118,093118,654-5610%$44.3M$60.6M+$16.3M2026-10-20
Kimelman & Baird, LLC
INCREASED117,868117,806+62+0%$43.9M$60.5M+$16.5M2026-11-03
Palisade Asset Management, LLC
DECREASED117,543129,122-11,579-9%$48.2M$60.3M+$12.1M2026-11-03
S-Bank Fund Management Ltd
INCREASED117,39798,590+18,807+19%$36.8M$60.2M+$23.4M2026-11-06
Axxion S.A.
DECREASED116,870120,335-3,465-3%$39.4M$60.1M+$20.8M2026-10-22
Alps Advisors Inc
DECREASED116,759120,652-3,893-3%$45.0M$59.9M+$14.9M2026-11-03
Blue Trust, Inc.
INCREASED116,472112,493+3,979+4%$42.0M$59.7M+$17.8M2026-10-15
Visionary Wealth Advisors
DECREASED116,319117,678-1,359-1%$43.9M$59.7M+$15.8M2026-11-04
Academy Capital Management
DECREASED115,970122,816-6,846-6%$45.8M$59.5M+$13.7M2026-11-05
Smith Group Asset Management, LLC
DECREASED115,845186,902-71,057-38%$69.7M$59.4M-$10.3M2026-10-27
Bdf-Gestion
DECREASED115,831131,497-15,666-12%$5.7M$59.4M+$53.7M2026-10-19
TD Private Client Wealth LLC
INCREASED115,392107,255+8,137+8%$40.0M$59.2M+$19.2M2026-10-28
Masterinvest Kapitalanlage GmbH
DECREASED115,380115,473-930%$43.1M$59.2M+$16.1M2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED115,00481,778+33,226+41%$30.1M$59.0M+$28.8M2026-10-13
Greenwood Gearhart LLC
INCREASED114,839114,410+429+0%$42.7M$58.9M+$16.2M2026-11-02
Bensler, LLC
INCREASED114,414109,764+4,650+4%$40.9M$58.7M+$17.7M2026-11-05
KMG Fiduciary Partners, LLC
DECREASED113,880117,102-3,222-3%$43.7M$58.4M+$14.7M2026-10-14
Coerente Capital Management
DECREASED113,826115,572-1,746-2%$43.1M$58.4M+$15.3M2026-10-29
TCV Trust & Wealth Management, Inc.
DECREASED113,563114,894-1,331-1%$42.9M$58.2M+$15.4M2026-10-16
Kepler Cheuvreux (Suisse) SA
DECREASED111,898120,321-8,423-7%$44.9M$57.4M+$12.5M2026-10-20
Tompkins Financial Corp
DECREASED111,714113,010-1,296-1%$42.2M$57.3M+$15.1M2026-10-05
Wilsey Asset Management Inc
UNCHANGED111,284111,28400%$41.5M$57.1M+$15.6M2026-10-21
Carret Asset Management, LLC
DECREASED110,807111,448-641-1%$41.6M$56.8M+$15.3M2026-11-04
Capital Investment Services of America, Inc.
DECREASED110,661112,908-2,247-2%$42.1M$56.8M+$14.6M2026-11-02
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW110,450—+110,450——$56.6M—2026-11-04
Beaumont Financial Advisors, LLC
DECREASED110,387110,877-4900%$41.4M$56.6M+$15.3M2026-10-22
Anderson Hoagland & Co
INCREASED109,789108,447+1,342+1%$40.5M$57.2M+$16.8M2026-10-23
Asset One Wealth Management LLC
INCREASED109,72996,016+13,713+14%$38.0M$56.3M+$18.3M2026-11-02
Fideuram Asset Management (Ireland) dac
DECREASED109,702317,202-207,500-65%$137.5M$53.1M-$84.4M2026-10-29
Fulton Bank, N.A.
DECREASED109,402114,955-5,553-5%$42.9M$56.1M+$13.2M2026-10-14
Meiji Yasuda America Inc
INCREASED109,07287,835+21,237+24%$32.8M$55.9M+$23.2M2026-10-22
Cache Advisors, LLC
INCREASED108,82193,785+15,036+16%$35.0M$55.8M+$20.8M2026-10-16
Sky Investment Group LLC
INCREASED108,14285,671+22,471+26%$32.0M$55.5M+$23.5M2026-10-30
Oslo Pensjonsforsikring AS
INCREASED106,796106,042+754+1%$39.6M$54.8M+$15.2M2026-10-15
180 Wealth Advisors, LLC
DECREASED106,228107,359-1,131-1%$40.0M$54.5M+$14.4M2026-11-03
Philadelphia Trust Co
DECREASED105,712117,041-11,329-10%$43.7M$54.2K-$43.6M2026-11-05
Tamar Securities, LLC
DECREASED105,132110,047-4,915-4%$41.0M$53.9M+$12.9M2026-11-03
Sava Infond d.o.o.
DECREASED104,900110,900-6,000-5%$41.4M$53.8M+$12.4M2026-10-28
Ledyard National Bank
DECREASED104,402106,951-2,549-2%$39.9M$53.5M+$13.7M2026-10-21
Cambiar Investors LLC
NEW104,268—+104,268——$53.5M—2026-11-04
RAM Investment Partners, LLC
DECREASED103,915113,075-9,160-8%$42.2M$53.3M+$11.1M2026-10-21
First Merchants Corp
INCREASED103,853102,598+1,255+1%$38.3M$53.3M+$15.0M2026-10-15
Auto-Owners Insurance Co
DECREASED103,281106,900-3,619-3%$39.9M$53.0M+$13.1M2026-10-15
Pictet North America Advisors SA
INCREASED103,02496,490+6,534+7%$35.8M$52.6M+$16.8M2026-10-21
VestGen Advisors, LLC
INCREASED102,931100,377+2,554+3%$37.4M$52.8M+$15.4M2026-10-27
Barlow Wealth Partners, LLC
INCREASED102,901101,834+1,067+1%$39.0M$54.5M+$15.4M2026-10-15
Archon Partners LLC
UNCHANGED102,000102,00000%$38.0M$52.3M+$14.3M2026-10-26
WestEnd Advisors, LLC
INCREASED101,46898,269+3,199+3%$36.7M$52.0M+$15.4M2026-10-27
Simplex Trading, LLC
DECREASED101,122197,528-96,406-49%$73.7M$51.9M-$21.8M2026-11-04
Nexus Investment Management ULC
INCREASED101,05576,222+24,833+33%$28.4M$51.8M+$23.4M2026-10-27
Angeles Wealth Management, LLC
DECREASED101,025103,056-2,031-2%$38.4M$51.8M+$13.4M2026-10-26
Moran Wealth Management, LLC
INCREASED100,64997,043+3,606+4%$36.2M$51.6M+$15.4M2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
INCREASED100,434100,412+22+0%$37.5M$51.5M+$14.1M2026-10-19
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED100,149105,227-5,078-5%$39.3M$51.4M+$12.1M2026-10-13
Verdence Capital Advisors LLC
INCREASED100,07084,453+15,617+18%$31.5M$51.3M+$19.8M2026-10-26
Hoey Investments, Inc
DECREASED99,971106,736-6,765-6%$39.8M$51.3M+$11.5M2026-10-29
Larson Financial Group LLC
INCREASED99,89084,474+15,416+18%$31.5M$51.2M+$19.7M2026-11-05
Marathon Asset Management Ltd
DECREASED99,844159,718-59,874-37%$59.6M$51.2M-$8.4M2026-10-26
Lynch & Associates
DECREASED99,769100,370-601-1%$37.4M$51.2M+$13.7M2026-10-13
Anchor Capital Advisors LLC
INCREASED98,47090,507+7,963+9%$33.8M$50.5M+$16.7M2026-11-05
Rossmore Private Capital
DECREASED98,26698,280-140%$36.7M$50.4M+$13.7M2026-10-27
Fulcrum Capital LLC
INCREASED97,87580,597+17,278+21%$30.1M$50.2M+$20.1M2026-10-15
Coastline Trust Co
DECREASED97,699103,306-5,607-5%$38.5M$50.1M+$11.6M2026-10-01
LEE Danner & Bass Inc
INCREASED97,64391,411+6,232+7%$34.1M$50.1M+$16.0M2026-10-27
Harbor Investment Advisory, LLC
INCREASED97,40893,724+3,684+4%$35.0M$50.0M+$15.0M2026-10-13
WealthPlan Investment Management, LLC
INCREASED96,85390,642+6,211+7%$33.8M$49.7M+$15.9M2026-10-15
North Star Investment Management Corp.
DECREASED96,76397,228-4650%$36.3M$49.6M+$13.4M2026-10-27
One Wealth Capital Management, LLC
DECREASED96,29597,862-1,567-2%$36.5M$49.4M+$12.9M2026-10-23
ProVise Management Group, LLC
DECREASED95,91997,541-1,622-2%$36.4M$49.2M+$12.8M2026-11-06
Verity & Verity, LLC
DECREASED95,20495,687-4830%$35.7M$48.8M+$13.1M2026-10-23
Weatherly Asset Management L. P.
DECREASED94,77395,292-519-1%$35.5M$48.6M+$13.1M2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED94,77096,066-1,296-1%$35.8M$48.6M+$12.8M2026-10-23
Wealthcare Advisory Partners LLC
INCREASED94,68584,993+9,692+11%$31.7M$48.6M+$16.9M2026-10-21
Means Investment Co., Inc.
DECREASED94,47299,637-5,165-5%$37.2M$48.5M+$11.3M2026-11-03
Journey Advisory Group, LLC
INCREASED94,05489,712+4,342+5%$33.5M$48.2M+$14.8M2026-11-04
American National Bank & Trust
DECREASED93,98897,857-3,869-4%$36.5M$48.2M+$11.7M2026-10-07
Lyell Wealth Management, LP
DECREASED93,68493,697-130%$35.0M$48.1M+$13.1M2026-10-30
Bath Savings Trust Co
DECREASED93,60194,304-703-1%$35.2M$48.0M+$12.8M2026-10-07
Sawgrass Asset Management LLC
INCREASED93,46992,642+827+1%$34.6M$47.9M+$13.4M2026-11-03
SP Asset Management LLC
INCREASED93,35793,284+73+0%$34.8M$47.9M+$13.1M2026-11-05
Simplicity Wealth,LLC
INCREASED93,27685,761+7,515+9%$32.0M$47.8M+$15.9M2026-10-23
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
INCREASED93,25076,500+16,750+22%$28.5M$47.8M+$19.3M2026-11-05
Aaron Wealth Advisors LLC
DECREASED93,21595,430-2,215-2%$35.6M$47.8M+$12.2M2026-10-13
Blue Fin Capital, Inc.
INCREASED93,03492,797+237+0%$34.6M$47.7M+$13.1M2026-10-28
Nemes Rush Group LLC
INCREASED92,99892,778+220+0%$34.6M$47.7M+$13.1M2026-11-04
Cypress Capital Group
INCREASED92,95191,883+1,068+1%$34.3M$47.7M+$13.4M2026-11-03
Bochk Asset Management Ltd
DECREASED92,93799,024-6,087-6%$36.9M$47.7M+$10.7M2026-10-29
Northside Capital Management, LLC
DECREASED92,75892,975-2170%$34.7M$47.6M+$12.9M2026-10-13
First Nebraska Trust Co
DECREASED92,46394,738-2,275-2%$35.3M$47.4M+$12.1M2026-10-30
GFS Advisors, LLC
INCREASED92,35275,981+16,371+22%$11.3K$47.4M+$47.4M2026-11-03
Seilern Investment Management Ltd
DECREASED92,232115,127-22,895-20%$42.9M$47.3M+$4.4M2026-10-13
Occidental Asset Management, LLC
INCREASED91,86385,268+6,595+8%$31.8M$47.1M+$15.3M2026-11-05
Signal Advisors Wealth, LLC
DECREASED91,80296,129-4,327-4%$35.9M$47.1M+$11.2M2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED91,38988,637+2,752+3%$33.1M$46.9M+$13.8M2026-10-23
Tran Capital Management, L.P.
DECREASED91,33192,904-1,573-2%$34.7M$46.8M+$12.2M2026-10-19
HBK Sorce Advisory LLC
DECREASED90,15892,747-2,589-3%$45.2M$48.3M+$3.1M2026-11-06
ARS Wealth Advisors Group, LLC
INCREASED89,80288,084+1,718+2%$32.9M$46.1M+$13.2M2026-10-16
American Assets Investment Management, LLC
UNCHANGED89,65089,65000%$33.4M$46.0M+$12.5M2026-10-30
Jacobs & Co
DECREASED89,56890,747-1,179-1%$33.9K$45.9K+$12.1K2026-10-09
Stackstone Wealth, LLC
NEW89,501—+89,501——$45.9M—2026-10-19
GoalVest Advisory LLC
INCREASED89,33812,357+76,981+623%$4.6M$6.7M+$2.1M2026-10-02
SAX Wealth Advisors, LLC
INCREASED89,29842,120+47,178+112%$15.6M$45.8M+$30.2M2026-10-13
Allen Operations LLC
UNCHANGED88,38388,38300%$33.0M$45.3M+$12.4M2026-11-03
Randolph Co Inc
INCREASED88,35288,220+132+0%$32.9M$45.3M+$12.4M2026-10-23
Trinity Street Asset Management LLP
DECREASED88,19289,847-1,655-2%$33.5M$45.2M+$11.7M2026-10-16
Schmidt P J Investment Management Inc
DECREASED88,17688,906-730-1%$33.2M$45.2M+$12.1M2026-11-02
JGP Wealth Management, LLC
INCREASED88,09687,309+787+1%$32.6M$45.2M+$12.6M2026-10-13
Columbia Asset Management
DECREASED88,00889,309-1,301-1%$33.3M$45.1M+$11.8M2026-10-19
Overbrook Management Corp
DECREASED87,23488,553-1,319-1%$33.0M$44.7M+$11.7M2026-10-08
Culbertson A N & Co Inc
INCREASED86,33185,564+767+1%$31.9M$44.3M+$12.4M2026-10-21
DSG Capital Advisors, LLC
INCREASED86,08984,145+1,944+2%$32.4M$44.2M+$11.8M2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
INCREASED85,61713,808+71,809+520%$5.2M$43.9M+$38.8M2026-10-21
71 West Capital Partners
INCREASED85,09682,863+2,233+3%$30.9M$43.6M+$12.7M2026-11-04
Woodmont Investment Counsel LLC
INCREASED84,98079,721+5,259+7%$29.7M$43.6M+$13.8M2026-10-29
RFG Advisory, LLC
INCREASED84,93065,031+19,899+31%$24.3M$43.6M+$19.3M2026-11-03
Cullen Investment Group, Ltd.
DECREASED84,86885,710-842-1%$32.0M$45.9M+$14.0M2026-10-13
CapWealth Advisors, LLC
INCREASED84,10882,728+1,380+2%$30.9M$43.1M+$12.3M2026-10-05
Absher Wealth Management, LLC
DECREASED84,09399,290-15,197-15%$37.0M$43.1M+$6.1M2026-11-02
Hunter Associates Investment Management LLC
DECREASED83,90984,899-990-1%$31.7M$43.0K-$31.6M2026-10-26
Linscomb Wealth, Inc.
INCREASED83,87883,351+527+1%$31.1M$43.0M+$11.9M2026-11-05
Cornerstone Wealth Management, LLC
INCREASED83,61482,562+1,052+1%$30.8M$42.9M+$12.1M2026-11-04
Verus Capital Partners, LLC
INCREASED83,57477,904+5,670+7%$29.1M$42.9M+$13.8M2026-11-03
LaFleur & Godfrey LLC
DECREASED83,56983,870-3010%$31.3M$42.9M+$11.6M2026-10-27
Independence Bank of Kentucky
INCREASED83,38783,304+83+0%$31.1M$42.8M+$11.7M2026-10-26
Goelzer Investment Management, Inc.
INCREASED82,90682,547+359+0%$30.8M$42.5M+$11.7M2026-10-16
Third View Private Wealth, LLC
INCREASED82,71780,393+2,324+3%$30.0M$42.4M+$12.4M2026-10-30
Lakeside Advisors, Inc.
DECREASED82,71383,634-921-1%$31.2M$42.4M+$11.2M2026-10-20
Stenger Family Office, LLC
INCREASED82,37681,303+1,073+1%$30.3M$44.8M+$14.4M2026-10-22
Canvas Wealth Advisors, LLC
DECREASED82,34082,424-840%$30.7M$43.7M+$12.9M2026-11-02
Trust Asset Management LLC
DECREASED82,15382,170-170%$30.7M$42.1M+$11.5M2026-11-03
PKO Investment Management Joint-Stock Co
DECREASED82,00094,000-12,000-13%$35.1M$42.1M+$7.0M2026-10-19
Parcion Private Wealth LLC
INCREASED81,88679,439+2,447+3%$29.6M$42.0M+$12.4M2026-10-28
International Assets Investment Management, LLC
DECREASED81,77386,127-4,354-5%$33.1M$42.0M+$8.9M2026-11-02
Nations Financial Group Inc,
INCREASED81,69977,996+3,703+5%$29.1M$41.9M+$12.8M2026-11-05
Integrity Alliance, Llc.
DECREASED81,49984,572-3,073-4%$31.5M$41.8M+$10.3M2026-10-29
Integrated Advisors Network LLC
DECREASED81,35784,023-2,666-3%$31.3M$41.7M+$10.4M2026-10-20
Fagan Associates, Inc.
DECREASED81,30481,492-1880%$30.4M$41.7M+$11.3M2026-10-13
Naples Global Advisors, LLC
INCREASED81,19480,602+592+1%$30.1M$41.6M+$11.6M2026-11-05
Bellecapital International Ltd.
INCREASED80,95180,945+6+0%$30.2M$41.5M+$11.3M2026-10-21
Ascentis Independent Advisors
INCREASED80,918797+80,121+10053%$297.3K$41.5M+$41.2M2026-11-03
Clear Harbor Asset Management, LLC
INCREASED80,83063,164+17,666+28%$23.6M$41.5M+$17.9M2026-11-05
Wallington Asset Management, LLC
DECREASED80,69380,738-450%$30.1M$41.4M+$11.3M2026-11-04
One Way Holdings LLC
INCREASED80,69275,068+5,624+7%$28.0M$41.4M+$13.4M2026-10-29
Canandaigua National Bank & Trust Co
INCREASED80,66778,873+1,794+2%$29.4M$41.4M+$12.0M2026-10-07
Cardinal Capital Management, Inc.
INCREASED80,42779,815+612+1%$29.8M$41.3M+$11.5M2026-10-16
Central Securities Corp
UNCHANGED80,00080,00000%$29.8M$41.0M+$11.2M2026-11-06
Cincinnati Casualty Co
UNCHANGED80,00080,00000%$29.8M$41.0M+$11.2M2026-11-03
Professional Advisory Services Inc
DECREASED79,90792,639-12,732-14%$34.6K$41.0K+$6.4K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED79,83380,326-493-1%$30.0M$40.9M+$11.0M2026-11-04
AMG National Trust Bank
INCREASED79,20972,692+6,517+9%$27.1M$40.6M+$13.5M2026-11-05
Griffin Asset Management, Inc.
DECREASED79,11279,676-564-1%$29.7M$40.6M+$10.9M2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED79,03879,259-2210%$29.6M$40.5K-$29.5M2026-11-05
Abner Herrman & Brock LLC
INCREASED78,92877,704+1,224+2%$29.0K$40.5K+$11.5K2026-10-20
Fiduciary Alliance LLC
DECREASED78,58887,984-9,396-11%$32.8M$40.3M+$7.5M2026-10-13
Progressive Investment Management Corp
DECREASED78,34479,247-903-1%$29.6M$40.2M+$10.6M2026-10-26
Edge Wealth Management LLC
DECREASED78,23278,332-1000%$29.2M$40.6M+$11.3M2026-10-13
Everest Financial Group LLC
DECREASED77,89378,425-532-1%$29.3M$40.0M+$10.7M2026-11-06
Y.D. More Investments Ltd
INCREASED77,49546,035+31,460+68%$17.2M$39.7M+$22.5M2026-11-02
Benin Management Corp
DECREASED77,29378,239-946-1%$29.2M$39.6M+$10.5M2026-10-22
Confluence Wealth Services, Inc.
DECREASED77,12684,272-7,146-8%$31.4M$39.6M+$8.1M2026-11-05
Caldwell Trust Co
INCREASED76,92876,644+284+0%$28.6M$39.5M+$10.9M2026-10-30
Norden Group LLC
INCREASED76,79973,497+3,302+4%$27.4M$39.4M+$12.0M2026-10-20
GHP Investment Advisors, Inc.
INCREASED76,73275,670+1,062+1%$28.2M$39.4M+$11.1M2026-10-15
BAR Harbor Wealth Management
INCREASED76,32076,085+235+0%$28.4M$39.1M+$10.8M2026-10-21
Thompson Investment Management, Inc.
DECREASED76,27177,238-967-1%$28.8M$39.1M+$10.3M2026-10-14
Courier Capital LLC
INCREASED76,23775,941+296+0%$28.3M$39.1M+$10.8M2026-10-19
Valley Wealth Managers, Inc.
INCREASED75,74275,241+501+1%$28.1M$38.8M+$10.8M2026-10-09
First Fiduciary Investment Counsel, Inc.
DECREASED75,72278,555-2,833-4%$29.3M$38.8K-$29.3M2026-10-27
Pennsylvania Capital Management Inc
INCREASED75,64375,371+272+0%$28.1M$38.8M+$10.7M2026-11-05
Intesa Sanpaolo Wealth Management
DECREASED75,36780,767-5,400-7%$30.1M$38.7M+$8.5M2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED74,74274,74200%$27.9M$27.9M$02026-10-15
M. Kraus & Co
DECREASED74,65975,109-450-1%$28.0M$38.3M+$10.3M2026-10-20
Forvis Mazars Wealth Advisors, LLC
DECREASED74,61074,643-330%$27.8M$38.3M+$10.4M2026-10-13
Cohen Capital Management, Inc.
DECREASED74,48674,681-1950%$27.9M$38.2M+$10.3M2026-10-14
Segment Wealth Management, LLC
INCREASED74,25973,059+1,200+2%$27.3M$38.1M+$10.8M2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED74,09071,580+2,510+4%$26.7M$38.0M+$11.3M2026-10-08
Bright Rock Capital Management, LLC
UNCHANGED74,00074,00000%$27.6M$38.0M+$10.4M2026-10-05
Perennial Advisors, LLC
DECREASED73,87175,347-1,476-2%$28.1M$37.9M+$9.8M2026-10-13
Westchester Capital Management, Inc.
INCREASED73,85772,899+958+1%$27.2M$37.9M+$10.7M2026-10-23
Private Trust Co NA
INCREASED73,65572,035+1,620+2%$26.9M$37.8M+$10.9M2026-10-20
DE Burlo Group Inc
INCREASED73,40150,081+23,320+47%$18.7M$37.6M+$19.0M2026-11-05
CMH Wealth Management LLC
DECREASED73,03674,289-1,253-2%$27.7M$37.5M+$9.7M2026-10-22
Ibex Wealth Advisors
DECREASED72,83073,165-3350%$27.3M$37.4M+$10.1M2026-11-06
Parr Mcknight Wealth Management Group, LLC
DECREASED72,67777,395-4,718-6%$28.9M$37.3M+$8.4M2026-10-30
Trifecta Capital Advisors, LLC
INCREASED72,61871,847+771+1%$26.8M$37.2M+$10.4M2026-10-21
Godsey & Gibb, Inc
INCREASED72,43471,539+895+1%$26.7M$37.2M+$10.5M2026-10-14
Mechanics Bank Trust Department
DECREASED72,18373,129-946-1%$27.3M$37.0M+$9.7M2026-10-13
LS Investment Advisors, LLC
DECREASED72,05776,246-4,189-5%$28.4M$37.0M+$8.5M2026-10-13
Ashurst Perkins Coie Trust Co
INCREASED71,94464,843+7,101+11%$24.2M$36.9M+$12.7M2026-10-15
Tufton Capital Management
DECREASED71,77172,618-847-1%$27.1M$36.8K-$27.1M2026-10-20
Princeton Global Asset Management LLC
DECREASED71,60171,980-379-1%$26.9M$36.7M+$9.9M2026-10-21
Virtus Wealth Solutions LLC
INCREASED71,4996,661+64,838+973%$2.5M$36.7M+$34.2M2026-11-03
Procyon Advisors, LLC
DECREASED71,38674,536-3,150-4%$27.8M$36.6M+$8.8M2026-10-21
First Financial Bank - Trust Division
INCREASED71,33870,664+674+1%$26.4M$36.6M+$10.2M2026-10-01
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED71,14486,519-15,375-18%$32.3M$36.5M+$4.2M2026-10-14
Krilogy Financial LLC
INCREASED70,89969,320+1,579+2%$25.9M$38.4M+$12.5M2026-10-13
Greenwood Capital Associates LLC
DECREASED70,81874,824-4,006-5%$27.9M$36.3M+$8.4M2026-10-27
Mengis Capital Management, Inc.
INCREASED70,72969,793+936+1%$26.0M$36.3M+$10.2M2026-10-13
Galvin, Gaustad & Stein, LLC
DECREASED70,58172,151-1,570-2%$26.9M$36.2M+$9.3M2026-10-08
Cassaday & Co Wealth Management LLC
DECREASED70,51971,044-525-1%$26.5M$36.2M+$9.7M2026-10-27
Bourne Lent Asset Management Inc
DECREASED70,43271,388-956-1%$26.6M$36.1M+$9.5M2026-11-05
Mitchell Capital Management Co
DECREASED70,39671,489-1,093-2%$26.7M$36.1M+$9.4M2026-10-29
Symphony Financial, Ltd. Co.
INCREASED70,26851,587+18,681+36%$19.0M$36.2M+$17.2M2026-10-22
University of Texas S AM Investment Management Co
INCREASED70,17867,743+2,435+4%$25.3M$36.0M+$10.7M2026-11-03
Constitution Capital LLC
DECREASED70,05870,308-2500%$26.2M$35.9M+$9.7M2026-10-23
Vicus Capital
DECREASED69,80471,660-1,856-3%$26.7M$35.8M+$9.1M2026-11-05
Legacy Private Trust Co.
DECREASED69,72270,172-450-1%$26.2M$35.8M+$9.6M2026-10-06
Hendershot Investments Inc.
DECREASED69,68171,569-1,888-3%$26.7M$35.7M+$9.0M2026-11-05
Greatmark Investment Partners, Inc.
DECREASED69,60569,926-3210%$26.1M$35.7M+$9.6M2026-10-28
Harbour Trust & Investment Management Co
DECREASED69,54870,609-1,061-1%$26.3M$35.7M+$9.3M2026-10-28
Archford Capital Strategies, LLC
INCREASED69,49768,089+1,408+2%$25.4M$35.6M+$10.2M2026-10-19
Pioneer Trust Bank N A
DECREASED69,44969,735-2860%$26.0M$35.6M+$9.6M2026-11-06
Blue Zone Wealth Advisors, LLC
INCREASED69,42661,308+8,118+13%$22.9M$35.6M+$12.7M2026-10-19
Foster Victor Wealth Advisors, LLC
DECREASED69,19775,235-6,038-8%$29.0M$36.9M+$8.0M2026-10-21
Solidarity Wealth, LLC
INCREASED69,14767,901+1,246+2%$25.3M$35.5M+$10.1M2026-10-15
Cigna Investments Inc
DECREASED68,99969,700-701-1%$26.0M$35.4K-$26.0M2026-10-19
PFG Advisors
DECREASED68,81768,913-960%$25.7M$35.3M+$9.6M2026-10-16
James Investment Research, Inc.
DECREASED68,55370,499-1,946-3%$26.3M$35.2M+$8.9M2026-10-22
Missouri Trust & Investment Co
DECREASED68,41069,343-933-1%$32.2M$35.1M+$2.9M2026-11-04
Allied Investment Advisors, LLC
INCREASED68,32068,125+195+0%$25.4M$35.0M+$9.6M2026-10-13
Jamison Private Wealth Management, Inc.
INCREASED68,28867,661+627+1%$25.2M$35.0M+$9.8M2026-10-14
Loftus Peak Pty Ltd
DECREASED67,60684,579-16,973-20%$31.5M$34.7M+$3.1M2026-10-15
Parkside Financial Bank & Trust
INCREASED67,47667,355+121+0%$25.1M$34.6M+$9.5M2026-10-27
Icici Prudential Asset Management Co Ltd
DECREASED66,79267,395-603-1%$25.1M$34.3M+$9.1M2026-11-06
Globalt Investments LLC / GA
DECREASED66,57668,692-2,116-3%$25.6M$34.1M+$8.5M2026-10-27
Generali Investments, Management Co LLC
DECREASED66,40876,000-9,592-13%$28.3M$34.1M+$5.7M2026-10-19
Avestar Capital, LLC
DECREASED66,37780,907-14,530-18%$30.2M$34.0M+$3.9M2026-10-28
Cutler Investment Counsel LLC
DECREASED66,27767,261-984-1%$25.1M$34.0M+$8.9M2026-10-28
Cove Private Wealth, LLC
INCREASED66,20364,700+1,503+2%$24.1M$34.0M+$9.8M2026-10-28
Hilltop National Bank
INCREASED66,17065,539+631+1%$24.4M$33.9M+$9.5M2026-10-14
Copeland Capital Management, LLC
INCREASED66,12465,527+597+1%$24.4M$33.9M+$9.5M2026-10-13
Capital Asset Advisory Services LLC
DECREASED66,05475,950-9,896-13%$28.3M$34.4M+$6.1M2026-10-30
Capricorn Fund Managers Ltd
INCREASED65,52032,343+33,177+103%$12.1M$33.6M+$21.5M2026-11-03
Foyston, Gordon & Payne Inc
DECREASED65,37977,720-12,341-16%$29.1M$33.5M+$4.4M2026-11-02
Covenant Asset Management, LLC
DECREASED65,00065,858-858-1%$24.6M$33.3M+$8.8M2026-10-14
Cooper Financial Group
INCREASED64,73159,344+5,387+9%$22.1M$33.2M+$11.1M2026-10-07
Valmark Advisers, Inc.
INCREASED64,04758,006+6,041+10%$21.6M$32.8M+$11.2M2026-11-06
Phraction Management LLC
INCREASED63,73462,618+1,116+2%$23.4M$32.7M+$9.3M2026-10-14
Gryphon Financial Partners LLC
DECREASED63,71663,743-270%$23.8M$32.7M+$8.9M2026-11-04
Knuff & Co LLC
DECREASED63,63865,290-1,652-3%$24.2M$32.6M+$8.5M2026-11-06
Mirabaud & Cie SA
DECREASED63,57875,177-11,599-15%$28.0M$32.6M+$4.6M2026-10-27
Tritonpoint Wealth, LLC
DECREASED63,28964,235-946-1%$24.0M$32.5M+$8.5M2026-10-19
Chicago Trust Co NA
INCREASED63,18156,996+6,185+11%$21.3M$32.4M+$11.1M2026-10-28
Community Financial Services Group, LLC
INCREASED63,14862,916+232+0%$24.2M$32.4M+$8.2M2026-10-15
Orange Investment Advisors, Inc.
DECREASED63,04565,547-2,502-4%$24.5M$32.3M+$7.9M2026-10-23
Vision Capital Management, Inc.
DECREASED62,85063,925-1,075-2%$23.8M$32.2M+$8.4M2026-10-20
Eubel Brady & Suttman Asset Management Inc
DECREASED62,61763,428-811-1%$23.7M$32.1K-$23.6M2026-11-04
Summit Global Investments
INCREASED62,56746,302+16,265+35%$17.3M$32.1K-$17.2M2026-10-28
Moneco Advisors, LLC
INCREASED62,56661,546+1,020+2%$23.0M$32.1M+$9.1M2026-11-05
Everhart Financial Group, Inc.
INCREASED62,52557,855+4,670+8%$21.6M$32.1M+$10.5M2026-10-08
Davis-Rea Ltd.
DECREASED62,15162,815-664-1%$23.4M$31.9M+$8.4M2026-10-13
Eulav Asset Management
DECREASED62,02262,500-478-1%$23.3M$31.8M+$8.5M2026-10-23
Ipswich Investment Management Co., Inc.
DECREASED61,93662,365-429-1%$23.3M$31.8M+$8.5M2026-10-13
Flagship Harbor Advisors, LLC
DECREASED61,79563,520-1,725-3%$23.7M$31.7M+$8.0M2026-10-26
Private Capital Advisors, Inc.
DECREASED61,54764,082-2,535-4%$23.9M$31.6M+$7.7M2026-10-06
Plimoth Trust Co LLC
INCREASED61,53555,939+5,596+10%$20.9M$31.6M+$10.7M2026-10-26
Laurel Wealth Advisors LLC
DECREASED61,52362,158-635-1%$23.2M$31.6M+$8.4M2026-10-27
Mcrae Capital Management Inc
INCREASED61,45661,234+222+0%$22.8M$31.5M+$8.7M2026-10-15
Community Bank, N.A.
INCREASED61,16859,967+1,201+2%$22.4M$31.4M+$9.0M2026-11-06
Ascent Wealth Partners, LLC
DECREASED60,67260,904-2320%$22.7M$31.1M+$8.4M2026-10-23
New Hampshire Trust
DECREASED60,58161,553-972-2%$23.0M$31.1M+$8.1M2026-10-20
Focus Financial Network, Inc.
DECREASED60,56860,635-670%$22.6M$31.1M+$8.4M2026-10-14
AdvisorNet Financial, Inc
DECREASED60,44460,753-309-1%$22.7M$32.3M+$9.6M2026-10-15
Salomon & Ludwin, LLC
DECREASED60,30360,342-390%$23.2M$30.9M+$7.7M2026-10-29
RMR Wealth Builders
INCREASED60,27157,470+2,801+5%$21.4M$30.9M+$9.5M2026-10-22
Clearstead Trust, LLC
INCREASED60,21059,890+320+1%$22.3M$30.9M+$8.5M2026-11-06
Great Lakes Retirement, Inc.
INCREASED60,00058,586+1,414+2%$21.9M$30.8M+$8.9M2026-10-26
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED60,00060,00000%$22.4M$30.8M+$8.4M2026-11-03
WoodTrust Financial Corp
DECREASED59,54360,384-841-1%$22.5M$30.5K-$22.5M2026-10-09
Waldron Private Wealth LLC
DECREASED59,54059,763-2230%$22.3M$30.5M+$8.2M2026-11-02
Bfsg, LLC
DECREASED59,49460,361-867-1%$22.5M$30.5M+$8.0M2026-10-30
Hedeker Wealth, LLC
INCREASED59,41655,236+4,180+8%$20.6M$30.5M+$9.9M2026-10-23
Harbor Capital Advisors, Inc.
INCREASED59,22955,507+3,722+7%$20.7M$30.4K-$20.7M2026-10-22
Stockman Wealth Management, Inc.
DECREASED59,11160,210-1,099-2%$22.5M$30.3M+$7.9M2026-10-27
Jacobi Capital Management LLC
INCREASED59,00258,910+92+0%$22.0M$30.3M+$8.3M2026-11-05
Guardian Partners Inc.
INCREASED58,95158,121+830+1%$21.7M$30.2M+$8.6M2026-10-21
Toth Financial Advisory Corp
INCREASED58,78956,630+2,159+4%$21.1M$30.2M+$9.0M2026-10-08
Peachtree Investment Partners, LLC
DECREASED58,69061,390-2,700-4%$22.9M$30.1M+$7.2M2026-11-05
Certuity, LLC
DECREASED58,55858,655-970%$21.9M$30.1M+$8.2M2026-11-02
Canal Insurance Co
INCREASED58,50057,500+1,000+2%$21.4M$30.0K-$21.4M2026-10-20
Balboa Wealth Partners
INCREASED58,13956,576+1,563+3%$21.1M$29.8M+$8.7M2026-10-20
Augustine Asset Management Inc
INCREASED58,08757,172+915+2%$21.3M$29.8M+$8.5M2026-10-13
Avior Wealth Management, LLC
DECREASED58,00358,055-520%$21.7M$29.7M+$8.1M2026-10-13
Aprio Wealth Management, LLC
INCREASED57,97053,599+4,371+8%$20.0M$29.7M+$9.7M2026-10-28
Rockline Wealth Management, LLC
INCREASED57,88357,704+179+0%$21.5M$29.7M+$8.2M2026-10-26
SFE Investment Counsel
DECREASED57,83958,178-339-1%$21.7M$29.7M+$8.0M2026-10-29
Smithbridge Asset Management Inc
INCREASED57,82956,388+1,441+3%$21.0M$29.7M+$8.6M2026-10-19
Arthur M. Cohen & Associates, LLC
DECREASED57,59058,020-430-1%$21.6M$29.5M+$7.9M2026-10-26
Baker Ellis Asset Management LLC
INCREASED57,58357,379+204+0%$21.4M$29.5M+$8.1M2026-10-14
Strategic Advisors LLC
DECREASED57,40859,037-1,629-3%$22.0M$29.4M+$7.4M2026-10-13
NTV Asset Management LLC
INCREASED57,40754,773+2,634+5%$20.4M$29.4M+$9.0M2026-10-23
Farmers & Merchants Trust Co of Long Beach
INCREASED57,39357,147+246+0%$21.3M$29.4M+$8.1M2026-10-22
Elyxium Wealth, LLC
INCREASED57,28354,897+2,386+4%$20.5M$29.4M+$8.9M2026-10-27
Catalyst Financial Partners LLC
INCREASED57,24053,233+4,007+8%$19.9M$29.4M+$9.5M2026-11-06
Premier Path Wealth Partners, LLC
INCREASED57,23856,799+439+1%$21.2M$29.4M+$8.2M2026-10-16
Deltec Asset Management LLC
DECREASED57,22457,312-880%$21.4M$29.4M+$8.0M2026-10-26
Fulcrum Asset Management LLP
INCREASED57,17048,559+8,611+18%$17.9M$29.1M+$11.2M2026-11-04
LSV Asset Management
INCREASED56,86843,522+13,346+31%$16.2M$29.2K-$16.2M2026-11-06
Embree Financial Group
DECREASED56,41156,786-375-1%$21.2M$28.9M+$7.8M2026-10-22
Moody National Bank Trust Division
DECREASED56,35359,031-2,678-5%$22.0M$28.9M+$6.9M2026-10-06
Traynor Capital Management, Inc.
DECREASED56,18064,779-8,599-13%$24.2M$28.8M+$4.7M2026-10-29
Middleton & Co Inc
DECREASED56,14356,448-305-1%$21.1M$28.8M+$7.7M2026-10-23
Paragon Capital Management Ltd
DECREASED56,01456,526-512-1%$21.1M$28.7M+$7.6M2026-10-09
Div Capital Phoenix Assets Ltd
UNCHANGED55,93755,93700%$20.9M$28.7M+$7.8M2026-10-20
XML Financial, LLC
DECREASED55,38957,808-2,419-4%$21.6M$28.4M+$6.8M2026-10-29
Brown Shipley& Co Ltd
INCREASED55,36654,796+570+1%$20.4M$28.4M+$8.0M2026-10-09
PDS Planning, Inc
INCREASED55,04953,615+1,434+3%$20.0M$28.2M+$8.2M2026-11-03
Valicenti Advisory Services Inc
DECREASED54,98855,172-1840%$20.6K$28.2K+$7.6K2026-10-23
West Branch Capital LLC
DECREASED54,97355,029-560%$20.5M$28.2M+$7.7M2026-10-20
Greenspring Advisors, LLC
INCREASED54,96825,974+28,994+112%$9.7M$28.2M+$18.5M2026-11-05
City Holding Co
INCREASED54,96353,580+1,383+3%$20.0M$28.2M+$8.2M2026-10-19
Pavion Blue Capital, LLC
DECREASED54,93555,117-1820%$20.7M$28.2M+$7.5M2026-11-05
Capital Planning LLC
INCREASED54,93054,067+863+2%$20.2M$28.2M+$8.0M2026-10-09
Mattern Wealth Management LLC
DECREASED54,86155,467-606-1%$20.7M$28.1M+$7.4M2026-11-04
Myriad Asset Management Advisors LLC
INCREASED54,76229,330+25,432+87%$10.9M$28.1M+$17.1M2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED54,70657,131-2,425-4%$21.3M$28.1M+$6.7M2026-10-07
Security National Bank
INCREASED54,51452,745+1,769+3%$19.7M$28.0M+$8.3M2026-10-26
Eagle Rock Investment Company, LLC
INCREASED54,51051,908+2,602+5%$19.4M$28.0M+$8.6M2026-10-21
Rempart Asset Management Inc.
UNCHANGED54,46654,46600%$20.3M$20.3M$02026-10-20
BG Investment Services, LLC
INCREASED54,4501,619+52,831+3263%$603.8K$27.9M+$27.3M2026-10-23
Quattro Financial Advisors LLC
DECREASED54,42364,732-10,309-16%$24.1M$27.9M+$3.8M2026-10-15
Marietta Wealth Management, LLC
DECREASED54,23854,877-639-1%$20.5M$28.9M+$8.5M2026-10-22
Strategy Asset Managers LLC
DECREASED54,21654,960-744-1%$20.5M$27.8M+$7.3M2026-10-14
Hamilton Point Investment Advisors, LLC
DECREASED54,09054,539-449-1%$20.3M$27.7M+$7.4M2026-11-03
Resonant Capital Advisors, LLC
INCREASED53,99047,447+6,543+14%$17.7M$27.7M+$10.0M2026-10-15
Perryman Financial Advisory Inc
INCREASED53,98653,233+753+1%$19.9M$27.7M+$7.8M2026-10-16
Institute for Wealth Management, Llc.
INCREASED53,90352,648+1,255+2%$19.6M$27.6M+$8.0M2026-11-06
Madrona Financial Services, LLC
INCREASED53,86545,389+8,476+19%$16.9M$27.6M+$10.7M2026-10-23
JLB & Associates Inc
DECREASED53,84555,263-1,418-3%$20.6M$20.1M-$528.9K2026-10-27
Money Concepts Capital Corp
INCREASED53,80953,320+489+1%$19.9M$27.6M+$7.7M2026-11-06
Baker Chad R
INCREASED53,62553,575+50+0%$20.0M$27.5M+$7.5M2026-10-22
StoneX Group Inc.
INCREASED53,48151,877+1,604+3%$19.4M$27.4M+$8.1M2026-11-03
Koshinski Asset Management, Inc.
DECREASED53,43053,548-1180%$20.0M$27.4M+$7.4M2026-10-29
Alta Advisers Ltd
INCREASED53,36829,011+24,357+84%$10.8M$27.4M+$16.6M2026-11-02
Princeton Capital Management LLC
INCREASED53,29453,220+74+0%$19.9M$27.3M+$7.5M2026-10-27
Csenge Advisory Group
DECREASED53,21955,445-2,226-4%$20.7M$27.3M+$6.6M2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED53,16052,519+641+1%$19.6M$27.3M+$7.7M2026-10-14
Claro Advisors Inc.
DECREASED52,92453,155-2310%$19.8M$27.1M+$7.3M2026-11-02
Montaka Global Pty Ltd
INCREASED52,82148,332+4,489+9%$18.0M$27.1M+$9.1M2026-11-05
M Holdings Securities, Inc.
NEW52,792—+52,792——$26.8K—2026-11-03
Bourgeon Capital Management LLC
INCREASED52,77949,944+2,835+6%$18.6M$27.1M+$8.4M2026-10-19
Sovran Advisors, LLC
DECREASED52,77864,611-11,833-18%$25.4M$28.0M+$2.6M2026-11-02
Isthmus Partners, LLC
INCREASED52,76850,363+2,405+5%$18.8M$27.1M+$8.3M2026-10-21
Hall Laurie J Trustee
DECREASED52,62453,258-634-1%$19.9M$27.0M+$7.1M2026-10-06
Jackson Square Capital, LLC
INCREASED52,50144,525+7,976+18%$16.6M$26.9M+$10.3M2026-10-19
Indivisible Partners
INCREASED52,37639,457+12,919+33%$14.7M$26.9M+$12.1M2026-10-26
Cadinha & Co LLC
INCREASED52,26852,200+68+0%$19.5M$26.8M+$7.3M2026-10-22
Leeward Financial Partners, LLC
INCREASED52,18551,834+351+1%$19.3M$26.8M+$7.4M2026-10-23
Sigma Investment Counselors Inc
INCREASED52,11147,837+4,274+9%$17.8M$26.7M+$8.9M2026-10-27
Heirloom Wealth Management
DECREASED51,78374,885-23,102-31%$27.9M$26.6M-$1.4M2026-10-14
SeaBridge Investment Advisors LLC
INCREASED51,71343,132+8,581+20%$16.1M$26.5M+$10.4M2026-11-02
Independent Investors Inc
DECREASED51,45052,050-600-1%$19.4M$26.4M+$7.0M2026-10-30
Condor Capital Management
INCREASED51,40450,741+663+1%$18.9M$26.4M+$7.4M2026-11-06
Washington Trust Advisors, Inc.
DECREASED51,35951,895-536-1%$19.4M$26.3M+$7.0M2026-10-22
Nordwand Advisors, LLC
INCREASED51,29151,288+3+0%$19.1M$26.3M+$7.2M2026-11-05
Retirement Planning Group, LLC
DECREASED51,26353,831-2,568-5%$20.1M$26.3M+$6.2M2026-10-19
Fogel Capital Management, Inc.
INCREASED51,23550,575+660+1%$18.9M$26.3M+$7.4M2026-11-04
Buck Wealth Strategies, LLC
INCREASED51,16249,801+1,361+3%$18.6M$26.2M+$7.7M2026-10-28
Fidelity National Financial, Inc.
UNCHANGED51,10051,10000%$19.1M$26.2M+$7.1M2026-11-06
Alpha Omega Wealth Management LLC
DECREASED51,05851,133-750%$19.1M$26.2M+$7.1M2026-10-23
Camden National Bank
INCREASED51,04849,499+1,549+3%$18.5M$26.2M+$7.7M2026-11-02
Kathmere Capital Management, LLC
INCREASED51,03645,913+5,123+11%$17.1M$26.2M+$9.0M2026-10-20
Capital Investment Advisory Services, LLC
INCREASED51,00247,812+3,190+7%$17.8M$26.2M+$8.3M2026-10-30
Lanark Financial, Inc.
DECREASED50,94154,278-3,337-6%$20.2M$26.1M+$5.9M2026-10-26
Cardinal Capital Management
INCREASED50,87350,127+746+1%$18.7M$26.1M+$7.4M2026-10-21
Columbia Bank
INCREASED50,65247,249+3,403+7%$17.6M$26.0M+$8.4M2026-10-29
Portfolio Design Labs, LLC
INCREASED50,63049,926+704+1%$18.6M$26.0M+$7.3M2026-11-04
Udine Wealth Management, Inc.
INCREASED50,53149,241+1,290+3%$18.4M$25.9M+$7.5M2026-10-23
Mystic Asset Management, Inc.
DECREASED50,46250,915-453-1%$19.0M$25.9M+$6.9M2026-10-15
Facet Wealth, Inc.
INCREASED50,17435,134+15,040+43%$13.1M$25.7M+$12.6M2026-11-04
Lockheed Martin Investment Management Co
DECREASED50,160248,650-198,490-80%$92.8M$25.7M-$67.0M2026-11-04
Natural Investments, LLC
INCREASED50,15649,008+1,148+2%$18.3M$25.7M+$7.4M2026-11-06
VAN Strum & Towne Inc.
DECREASED50,07951,209-1,130-2%$19.1M$25.7M+$6.6M2026-11-06
RKL Wealth Management LLC
INCREASED49,96649,926+40+0%$18.6M$25.6M+$7.0M2026-10-16
Forum Financial Management, LP
INCREASED49,89746,743+3,154+7%$17.4M$25.6M+$8.2M2026-10-16
Azzad Asset Management Inc
DECREASED49,74150,084-343-1%$18.7M$25.5M+$6.8M2026-11-04
Boyd Watterson Asset Management LLC
INCREASED49,71849,544+174+0%$18.5M$25.5M+$7.0M2026-11-06
Tema Etfs LLC
INCREASED49,66045,617+4,043+9%$17.0M$25.5M+$8.5M2026-10-16
Fragasso Financial Advisors Inc
DECREASED49,50151,978-2,477-5%$19.4M$26.5M+$7.1M2026-10-13
Sepio Capital, LP
DECREASED49,30559,287-9,982-17%$22.1M$25.3M+$3.2M2026-10-22
Schaper Benz & Wise Investment Counsel Inc
INCREASED49,29649,145+151+0%$18.3M$25.3M+$7.0M2026-10-09
CFM Wealth Partners LLC
INCREASED49,28549,252+33+0%$18.4M$25.3M+$6.9M2026-11-05
Strategic Blueprint, LLC
DECREASED49,22949,368-1390%$18.4M$25.2M+$6.8M2026-10-22
Leuthold Group, LLC
INCREASED49,06846,640+2,428+5%$17.4M$25.2M+$7.8M2026-11-04
1834 Investment Advisors Co
DECREASED48,92849,181-253-1%$18.3M$25.1M+$6.7M2026-10-16
Hartline Investment Corp/
DECREASED48,92664,089-15,163-24%$23.9M$25.1M+$1.2M2026-10-29
HCR Wealth Advisors
INCREASED48,91148,033+878+2%$17.9M$25.1M+$7.2M2026-10-15
McGuire Investment Group, LLC
INCREASED48,89648,718+178+0%$18.2M$25.1M+$6.9M2026-10-23
Arjuna Capital
DECREASED48,87149,857-986-2%$18.6M$25.1M+$6.5M2026-11-03
Chemung Canal Trust Co
DECREASED48,82049,708-888-2%$18.5M$25.0M+$6.5M2026-11-04
Oakworth Capital, Inc.
INCREASED48,80947,417+1,392+3%$17.8M$25.0M+$7.2M2026-10-26
Westbourne Investment Advisors, Inc.
DECREASED48,74849,027-279-1%$18.3M$25.0M+$6.7M2026-10-20
Miller Wealth Advisors, LLC
DECREASED48,70549,298-593-1%$18.4M$25.0M+$6.6M2026-11-02
Cypress Asset Management Inc
DECREASED48,65749,644-987-2%$18.5M$25.0M+$6.4M2026-10-09
St. Clair Advisors, LLC
DECREASED48,55349,794-1,241-2%$18.6M$24.9M+$6.3M2026-10-13
MCF Advisors LLC
DECREASED48,51750,790-2,273-4%$18.9M$24.9M+$5.9M2026-10-28
Simon Quick Advisors, LLC
INCREASED48,51545,198+3,317+7%$16.9M$24.9M+$8.0M2026-10-26
West Wealth Group, LLC
INCREASED48,44510,271+38,174+372%$3.8M$5.5M+$1.6M2026-10-14
Silverlake Wealth Management LLC
INCREASED48,30647,908+398+1%$17.9M$24.8M+$6.9M2026-10-21
Kestra Investment Management, LLC
DECREASED48,26757,275-9,008-16%$21.4M$24.8M+$3.4M2026-11-04
Gibraltar Capital Management, Inc.
DECREASED48,21949,324-1,105-2%$18.4M$24.7M+$6.3M2026-10-27
Monarch Capital Management Inc
DECREASED48,17048,413-2430%$18.1M$24.7M+$6.6M2026-10-19
Yelin Lapidot Holdings Management Ltd.
DECREASED48,14648,411-265-1%$18.1M$24.7M+$6.6M2026-10-26
Strategic Wealth Investment Group, LLC
DECREASED48,11154,215-6,104-11%$20.2M$24.7M+$4.5M2026-10-29
Community Bank & Trust, Waco, Texas
INCREASED48,10742,919+5,188+12%$16.0M$24.7K-$16.0M2026-10-19
Provenance Wealth Advisors, LLC
INCREASED47,93411,567+36,367+314%$4.3M$24.6M+$20.3M2026-10-30
Trust Point Inc.
INCREASED47,92337,329+10,594+28%$13.9M$24.6M+$10.7M2026-10-27
Bell Bank
INCREASED47,70846,554+1,154+2%$17.4M$24.5M+$7.1M2026-10-21
Ashton Thomas Securities, LLC
INCREASED47,67844,121+3,557+8%$16.5M$24.5M+$8.0M2026-10-26
Cordatus Wealth Management LLC
DECREASED47,59748,215-618-1%$18.0M$24.4M+$6.4M2026-10-19
Formidable Asset Management, LLC
DECREASED47,48047,497-170%$17.6M$18.1M+$509.7K2026-11-03
Capital Investment Counsel, Inc
DECREASED47,41147,532-1210%$17.7M$24.3M+$6.6M2026-10-20
Nilsine Partners, LLC
INCREASED47,38643,818+3,568+8%$16.3M$24.3M+$8.0M2026-11-02
DT Investment Partners, LLC
DECREASED47,21353,487-6,274-12%$20.0M$24.2M+$4.3M2026-10-27
CenterBook Partners LP
DECREASED47,080104,729-57,649-55%$39.1M$24.1M-$14.9M2026-11-02
Hanson & Doremus Investment Management
INCREASED47,05346,336+717+2%$17.3M$24.1K-$17.3M2026-10-16
Supplemental Annuity Collective Trust of NJ
DECREASED46,98347,645-662-1%$17.8M$24.1M+$6.3M2026-11-02
Cardinal Point Capital Management ULC
DECREASED46,91647,939-1,023-2%$17.9M$24.1M+$6.2M2026-10-21
TenCore Partners, LP
DECREASED46,90762,376-15,469-25%$23.3M$24.1M+$791.1K2026-11-05
Laurion Capital Management LP
INCREASED46,88534,913+11,972+34%$13.0M$24.0M+$11.0M2026-10-30
Accurate Wealth Management, LLC
INCREASED46,86443,630+3,234+7%$16.8M$25.5M+$8.7M2026-10-20
CV Advisors LLC
INCREASED46,86044,774+2,086+5%$16.7M$24.0M+$7.3M2026-10-13
Bison Wealth, LLC
INCREASED46,69543,559+3,136+7%$16.8M$25.3M+$8.4M2026-10-13
Avantax Planning Partners, Inc.
DECREASED46,69050,409-3,719-7%$18.8M$23.9M+$5.1M2026-11-03
Patton Albertson Miller Group, LLC
INCREASED46,67146,202+469+1%$17.2M$23.9M+$6.7M2026-10-26
Aviance Capital Partners, LLC
INCREASED46,59746,079+518+1%$17.2M$23.9M+$6.7M2026-10-29
Snider Financial Group
DECREASED46,43447,653-1,219-3%$17.8M$23.8M+$6.0M2026-10-16
Tanager Wealth Management LLP
INCREASED46,42044,118+2,302+5%$16.5M$23.8M+$7.4M2026-10-19
Kozak & Associates, Inc.
DECREASED46,39453,589-7,195-13%$20.6M$24.6M+$4.0M2026-10-29
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
INCREASED46,25432,027+14,227+44%$11.9M$23.7M+$11.8M2026-10-20
Vanderbilt University
INCREASED46,24836,416+9,832+27%$13.6M$23.7M+$10.1M2026-11-02
Inman Jager Wealth Management, LLC
DECREASED46,20046,223-230%$17.2M$23.7M+$6.5M2026-11-05
SevenBridge Financial Group, LLC
DECREASED46,16047,740-1,580-3%$23.9M$24.6M+$681.9K2026-10-26
Relyea Zuckerberg Hanson LLC
DECREASED46,15351,645-5,492-11%$19.3M$23.7M+$4.4M2026-10-20
Little House Capital LLC
INCREASED46,06645,717+349+1%$17.1M$23.6M+$6.6M2026-11-06
Nfsg Corp
INCREASED45,88344,096+1,787+4%$16.4M$23.5M+$7.1M2026-10-15
PFC Capital Group, Inc.
DECREASED45,70045,729-290%$17.1M$23.4M+$6.4M2026-11-06
Two Point Capital Management, Inc.
DECREASED45,66246,806-1,144-2%$17.5M$23.4M+$6.0M2026-10-16
Romano Brothers and Company
INCREASED45,56437,609+7,955+21%$14.0M$23.4M+$9.3M2026-10-22
Connecticut Wealth Management, LLC
DECREASED45,49747,090-1,593-3%$17.6M$23.3M+$5.8M2026-10-13
Stokes Capital Advisors, LLC
INCREASED45,48844,749+739+2%$16.7M$23.3M+$6.6M2026-10-09
Scott & Selber, Inc.
DECREASED45,40645,455-490%$17.0M$23.3M+$6.3M2026-10-21
Wright Investors Service Inc
INCREASED45,37137,028+8,343+23%$13.8M$23.3M+$9.5M2026-11-02
Duncker Streett & Co Inc
INCREASED45,36243,228+2,134+5%$16.1M$23.3M+$7.1M2026-10-27
Inspire Trust Co, N.A.
DECREASED45,32548,825-3,500-7%$18.2M$23.2M+$5.0M2026-11-05
TigerOak Management, L.L.C.
INCREASED45,20944,620+589+1%$16.6M$23.2M+$6.5M2026-10-23
Legacy Trust
INCREASED45,12743,996+1,131+3%$16.4M$23.6M+$7.1M2026-11-06
Aspiriant, LLC
DECREASED45,10047,661-2,561-5%$17.8M$23.1M+$5.4M2026-10-16
Renaissance Investment Group LLC
DECREASED45,04845,497-449-1%$17.0M$23.1M+$6.1M2026-10-28
Asset Planning Services Inc
DECREASED45,03845,118-800%$16.8M$23.1K-$16.8M2026-10-15
Financial Partners Group, Inc
DECREASED44,94345,284-341-1%$16.9M$23.1M+$6.2M2026-10-19
Richard C. Young & Co., Ltd.
DECREASED44,93645,320-384-1%$16.9M$23.0M+$6.1M2026-11-04
United Advisor Group, LLC
INCREASED44,88442,915+1,969+5%$16.0M$23.0M+$7.0M2026-11-03
Capital City Trust Co
DECREASED44,85545,226-371-1%$16.9M$23.0M+$6.1M2026-10-22
Skyline Advisors, Inc.
DECREASED44,85445,224-370-1%$16.9M$23.0M+$6.1M2026-11-03
Patten Group, Inc.
INCREASED44,80044,148+652+1%$16.5M$23.0M+$6.5M2026-10-26
Platform Technology Partners
DECREASED44,77845,761-983-2%$17.1M$23.0M+$5.9M2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
DECREASED44,77145,178-407-1%$16.9M$23.0M+$6.1M2026-10-08
Strong Tower Advisory Services
INCREASED44,70843,190+1,518+4%$16.1M$22.9M+$6.8M2026-10-13
Trek Financial, LLC
INCREASED44,65743,738+919+2%$16.3M$22.9M+$6.6M2026-10-29
North Point Portfolio Managers Corp
DECREASED44,59744,997-400-1%$16.8M$22.9M+$6.1M2026-10-07
Royal Fund Management, LLC
INCREASED44,41743,902+515+1%$16.4M$22.8M+$6.4M2026-10-22
Asio Capital, LLC
INCREASED44,39242,668+1,724+4%$15.9M$22.8M+$6.9M2026-10-19
Whitener Capital Management, Inc.
INCREASED44,30644,199+107+0%$16.5M$22.7M+$6.2M2026-10-15
TritonPoint Partners, LLC
DECREASED44,30073,296-28,996-40%$27.3M$22.7M-$4.6M2026-11-05
SS&H Financial Advisors, Inc.
DECREASED44,29344,698-405-1%$16.7M$22.7K-$16.7M2026-10-28
Nicollet Investment Management, Inc.
INCREASED44,06343,970+93+0%$16.4M$22.6K-$16.4M2026-10-14
Beverly Hills Private Wealth, LLC
INCREASED44,02340,340+3,683+9%$15.0M$22.6M+$7.5M2026-11-04
Portside Wealth Group, LLC
INCREASED43,75043,724+26+0%$16.3M$22.4M+$6.1M2026-10-20
Iowa State Bank
INCREASED43,39940,177+3,222+8%$15.0M$22.3M+$7.3M2026-10-06
R.H. Dinel Investment Counsel, Inc.
DECREASED43,39045,465-2,075-5%$17.0M$22.3M+$5.3M2026-10-14
Conning Inc.
DECREASED43,38044,906-1,526-3%$16.8M$22.2M+$5.5M2026-10-27
Diversified Enterprises, LLC
INCREASED43,21138,457+4,754+12%$14.3M$22.2M+$7.8M2026-10-19
Brown Miller Wealth Management, LLC
DECREASED43,17243,213-410%$16.1M$22.1M+$6.0M2026-11-02
Kavar Capital Partners Group, LLC
DECREASED43,16043,548-388-1%$16.2M$22.1M+$5.9M2026-11-06
Convergence Investment Partners, LLC
INCREASED42,98814,219+28,769+202%$5.3M$22.0M+$16.7M2026-10-28
CRA Financial Services, LLC
DECREASED42,83643,100-264-1%$16.1M$22.0M+$5.9M2026-10-16
Lake Street Private Wealth, LLC
INCREASED42,72642,653+73+0%$15.9M$21.9M+$6.0M2026-10-22
Physicians Financial Services, Inc.
INCREASED42,70142,602+99+0%$15.9M$21.9K-$15.9M2026-11-04
Banque de Luxembourg S.A.
DECREASED42,53843,092-554-1%$16.1M$21.8M+$5.7M2026-10-14
Analyst IMS Investment Management Services Ltd.
DECREASED42,50045,081-2,581-6%$16.8M$21.8K-$16.8M2026-11-05
Winthrop Advisory Group LLC
DECREASED42,44542,521-760%$15.9M$21.8M+$5.9M2026-10-22
Wespac Advisors SoCal, LLC
INCREASED42,05540,255+1,800+4%$15.0M$21.6M+$6.6M2026-10-13
First Interstate Bank
INCREASED42,02541,559+466+1%$15.5M$21.6M+$6.1M2026-10-23
Intact Investment Management Inc.
DECREASED41,96050,500-8,540-17%$18.8M$21.5M+$2.7M2026-11-03
Global Wealth Management Investment Advisory, Inc.
DECREASED41,87743,988-2,111-5%$16.4M$21.5M+$5.1M2026-11-04
Nvwm, LLC
INCREASED41,78441,550+234+1%$15.5M$21.4M+$5.9M2026-10-14
Root Financial Partners, LLC
INCREASED41,76037,854+3,906+10%$14.1M$21.4M+$7.3M2026-10-21
Villere ST Denis J & Co LLC
DECREASED41,73143,731-2,000-5%$16.3M$21.4M+$5.1M2026-11-04
Financial Insights, Inc.
DECREASED41,71846,108-4,390-10%$17.2M$21.4M+$4.2M2026-10-27
Hoffman, Alan N Investment Management
DECREASED41,69946,152-4,453-10%$17.2M$21.4M+$4.2M2026-10-28
My Personal CFO, LLC
DECREASED41,67952,047-10,368-20%$19.4M$21.4M+$2.0M2026-10-14
Lincoln Capital LLC
DECREASED41,57141,643-720%$15.5M$21.3M+$5.7M2026-10-09
Louisbourg Investments Inc.
INCREASED41,55741,327+230+1%$12.4M$17.2M+$4.8M2026-10-20
Accredited Investors Inc.
INCREASED41,27741,190+87+0%$15.4M$21.2M+$5.8M2026-11-03
J.Safra Asset Management Corp
INCREASED41,20537,914+3,291+9%$14.1M$21.1M+$7.0M2026-11-03
J.P. Marvel Investment Advisors, LLC
DECREASED41,19241,199-70%$15.4M$21.1M+$5.8M2026-11-02
Teamwork Financial Advisors, LLC
DECREASED41,08162,278-21,197-34%$23.2M$21.1M-$2.2M2026-10-19
BIP Wealth, LLC
DECREASED41,01941,085-660%$15.3M$21.0M+$5.7M2026-10-22
WBH Advisory Inc
INCREASED40,99140,212+779+2%$15.0M$21.0M+$6.0M2026-11-05
Central Pacific Bank - Trust Division
INCREASED40,88634,284+6,602+19%$12.8M$21.0M+$8.2M2026-10-06
McKinley Carter Wealth Services, Inc.
DECREASED40,88441,349-465-1%$15.4M$21.0M+$5.5M2026-10-16
Montecito Bank & Trust
DECREASED40,53840,780-242-1%$15.2M$20.8M+$5.6M2026-10-01
Churchill Financial Advisors, LLC
INCREASED40,48739,470+1,017+3%$14.7M$20.8M+$6.0M2026-10-20
Winch Advisory Services, LLC
DECREASED40,47740,976-499-1%$15.3M$20.8M+$5.5M2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED40,42743,668-3,241-7%$16.3M$20.7M+$4.4M2026-10-21
Allegiance Financial Group Advisory Services LLC
INCREASED40,25437,834+2,420+6%$14.1M$20.6M+$6.5M2026-11-02
Channel Wealth LLC
INCREASED40,09839,634+464+1%$14.8M$20.6M+$5.8M2026-11-06
Triad Wealth Partners, LLC
INCREASED40,03538,756+1,279+3%$18.9M$20.5M+$1.6M2026-10-26
Bill Few Associates, Inc.
DECREASED39,97440,371-397-1%$15.1M$20.5M+$5.4M2026-10-09
SeaCrest Wealth Management, LLC
DECREASED39,90944,762-4,853-11%$16.7M$20.5M+$3.8M2026-10-21
Quantum Private Wealth, LLC
DECREASED39,90041,168-1,268-3%$15.4M$20.5M+$5.1M2026-10-20
Shepherd Financial Partners LLC
INCREASED39,83239,783+49+0%$14.8M$20.4M+$5.6M2026-11-03
Destiny Wealth Partners, LLC
INCREASED39,70026,866+12,834+48%$12.5M$20.1M+$7.6M2026-11-05
Grove Bank & Trust
INCREASED39,66137,203+2,458+7%$13.9M$20.3M+$6.5M2026-10-08
Heck Capital Advisors, LLC
INCREASED39,47735,800+3,677+10%$13.4M$20.2M+$6.9M2026-10-14
Kinsale Capital Group, Inc.
INCREASED39,44434,042+5,402+16%$12.7M$20.2M+$7.5M2026-11-04
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED39,43539,43500%$14.7M$20.2M+$5.5M2026-11-06
Searle & Co.
DECREASED39,42640,426-1,000-2%$15.1M$20.2M+$5.1M2026-11-04
First Pacific Financial
INCREASED39,38228,183+11,199+40%$10.5M$20.2M+$9.7M2026-10-14
Clear Trail Advisors, LLC
DECREASED39,27642,983-3,707-9%$16.0M$20.1M+$4.1M2026-10-20
Westover Capital Advisors, LLC
DECREASED39,27540,093-818-2%$15.0M$20.1M+$5.2M2026-10-26
GPM Growth Investors, Inc.
DECREASED39,25739,706-449-1%$14.8M$20.1M+$5.3M2026-10-30
Baugh & Associates, LLC
INCREASED39,23136,574+2,657+7%$13.6M$18.3M+$4.7M2026-10-16
Concord Wealth Partners
INCREASED39,22438,122+1,102+3%$14.2M$20.1M+$5.9M2026-11-02
Bell Asset Management Ltd
DECREASED39,17658,396-19,220-33%$21.8M$20.1M-$1.7M2026-10-08
IPG Investment Advisors LLC
INCREASED39,12336,400+2,723+7%$13.6M$20.1M+$6.5M2026-10-30
Klingman & Associates, LLC
INCREASED39,09237,765+1,327+4%$14.1M$20.1M+$6.0M2026-10-20
Advisor OS, LLC
INCREASED39,01937,002+2,017+5%$13.8M$20.0M+$6.2M2026-11-03
Costello Asset Management, Inc
DECREASED39,01639,499-483-1%$14.7M$20.0M+$5.3M2026-10-30
Blueprint Investment Partners LLC
INCREASED39,01217,515+21,497+123%$6.5M$20.0M+$13.5M2026-10-28
Zions Bancorporation, National Association
INCREASED38,96138,470+491+1%$14.4M$20.0M+$5.6M2026-11-06
Brady Family Wealth, LLC
DECREASED38,95640,301-1,345-3%$15.0M$20.0M+$4.9M2026-11-02
Vista Capital Partners, Inc.
INCREASED38,80136,772+2,029+6%$13.7M$19.9M+$6.2M2026-11-06
Sage Capital Advisors,llc
INCREASED38,74038,484+256+1%$14.4M$19.9M+$5.5M2026-10-13
Davidson Trust Co
DECREASED38,59840,069-1,471-4%$14.9M$19.8M+$4.9M2026-10-09
True North Advisors, LLC
DECREASED38,58439,011-427-1%$14.6M$19.8M+$5.2M2026-10-22
Morton Capital Management LLC
DECREASED38,51839,977-1,459-4%$14.9M$19.8M+$4.8M2026-10-23
Harrell Investment Partners, LLC
DECREASED38,43339,649-1,216-3%$14.8M$19.7M+$4.9M2026-10-15
Mattern Capital Management, LLC
DECREASED38,40441,086-2,682-7%$15.3M$19.7M+$4.4M2026-11-02
Fischer Financial Services, Inc.
DECREASED38,39638,825-429-1%$14.5M$19.7M+$5.2M2026-10-30
Legacy Wealth Management, LLC / MS
DECREASED38,32745,058-6,731-15%$16.8M$19.7M+$2.9M2026-10-30
Hennion & Walsh Asset Management, Inc.
DECREASED38,27038,852-582-1%$14.5M$19.6M+$5.1M2026-10-13
Live Oak Private Wealth LLC
DECREASED38,26739,987-1,720-4%$14.9M$19.6M+$4.7M2026-11-02
Texas Bank & Trust Co
DECREASED38,20838,460-252-1%$14.3M$19.6M+$5.3M2026-11-04
LRZ Capital LLC
UNCHANGED38,11038,11000%$14.2M$19.5M+$5.3M2026-11-05
Bonness Enterprises Inc
UNCHANGED37,99037,99000%$14.2M$19.5M+$5.3M2026-10-08
Central Bank & Trust Co
INCREASED37,92336,871+1,052+3%$13.8M$19.5M+$5.7M2026-10-09
QV Investors Inc.
DECREASED37,91038,460-550-1%$14.3M$19.4K-$14.3M2026-10-20
Valley National Advisers Inc
DECREASED37,89438,982-1,088-3%$14.5M$19.4M+$4.9M2026-10-23
Lincoln Capital Corp
DECREASED37,89241,785-3,893-9%$15.6M$19.4M+$3.8M2026-10-13
Acropolis Investment Management, LLC
DECREASED37,81438,008-194-1%$14.2M$19.4M+$5.2M2026-10-08
Bradyco, Inc.
DECREASED37,77638,531-755-2%$14.4M$19.4M+$5.0M2026-11-03
Inlet Private Wealth, LLC
UNCHANGED37,77237,77200%$14.1M$19.4M+$5.3M2026-10-21
Codex Capital Asset Management L.L.C.
UNCHANGED37,70037,70000%$14.1M$19.3M+$5.3M2026-10-30
CoreCap Advisors, LLC
INCREASED37,67036,882+788+2%$13.8M$19.3M+$5.6M2026-10-08
Manchester Capital Management LLC
DECREASED37,65039,310-1,660-4%$14.7M$19.3M+$4.6M2026-10-22
Citizens National Bank Trust Department
INCREASED37,59137,580+11+0%$14.0M$19.3M+$5.3M2026-11-04
Sound Income Strategies, LLC
INCREASED37,45636,558+898+2%$13.6M$19.6M+$5.9M2026-10-09
Summit Wealth Group LLC / Co
INCREASED37,11115,314+21,797+142%$5.7M$19.0M+$13.3M2026-10-29
Pegasus Asset Management, Inc.
INCREASED37,09836,545+553+2%$13.6M$19.0M+$5.4M2026-11-03
Walter Public Investments Inc.
INCREASED37,09331,239+5,854+19%$11.7M$19.0M+$7.4M2026-11-05
FCG Investment Co
INCREASED37,04034,682+2,358+7%$12.9M$19.0M+$6.1M2026-10-13
Spinnaker Investment Group, LLC
DECREASED36,94237,457-515-1%$14.0M$18.9M+$5.0M2026-10-13
LMG Wealth Partners, LLC
INCREASED36,90035,559+1,341+4%$13.3M$18.9M+$5.7M2026-11-05
Aljian Capital Management, LLC
DECREASED36,67636,747-710%$13.7M$18.8M+$5.1M2026-10-28
Jessup Wealth Management, Inc
INCREASED36,67336,083+590+2%$13.5M$18.8M+$5.3M2026-10-20
Lawson Kroeker Investment Management Inc
DECREASED36,65136,787-1360%$13.7M$18.8M+$5.1M2026-10-22
Kelleher Financial Advisors
DECREASED36,63957,918-21,279-37%$21.6M$18.8M-$2.8M2026-10-30
Herold Advisors, Inc.
DECREASED36,37737,327-950-3%$13.9M$18.7M+$4.7M2026-10-19
Investment Advisory Services Inc
INCREASED36,31736,139+178+0%$13.5M$18.6M+$5.1M2026-10-27
LVW Advisors, LLC
INCREASED36,30735,961+346+1%$13.4M$18.6M+$5.2M2026-10-19
Apollon Financial, LLC
DECREASED36,30338,455-2,152-6%$14.3M$18.6M+$4.3M2026-10-23
Lorne Steinberg Wealth Management Inc.
INCREASED36,24435,992+252+1%$13.4M$18.6M+$5.2M2026-10-23
BNC Wealth Management, LLC
INCREASED36,17832,412+3,766+12%$12.1M$18.6M+$6.5M2026-10-19
Seizert Capital Partners, LLC
INCREASED36,14621,405+14,741+69%$8.0M$18.5M+$10.6M2026-10-30
Impact Capital Partners LLC
DECREASED36,12436,417-293-1%$13.6M$18.5M+$4.9M2026-10-22
Delta Financial Advisors LLC
INCREASED36,09835,703+395+1%$13.3M$18.5M+$5.2M2026-10-27
Hiddenite Capital Partners LP
NEW36,000—+36,000——$18.5M—2026-10-29
Harold Davidson & Associates Inc.
DECREASED35,87936,932-1,053-3%$13.8M$18.4M+$4.6M2026-10-29
Acumen Wealth Advisors, LLC
INCREASED35,86633,240+2,626+8%$12.4M$18.4M+$6.0M2026-11-05
Somerset Trust Co
DECREASED35,86135,883-220%$13.4M$18.4M+$5.0M2026-10-13
RPG Investment Advisory, LLC
DECREASED35,83064,577-28,747-45%$24.1M$18.4M-$5.7M2026-10-21
San Luis Wealth Advisors LLC
INCREASED35,72633,304+2,422+7%$12.4M$18.3M+$5.9M2026-10-27
Corda Investment Management, Llc.
INCREASED35,66034,011+1,649+5%$12.7M$18.3M+$5.6M2026-10-22
Mirador Capital Partners LP
INCREASED35,62235,325+297+1%$13.2M$18.3M+$5.1M2026-10-09
Old Second National Bank of Aurora
DECREASED35,61837,750-2,132-6%$14.1M$18.3M+$4.2M2026-10-22
Stonebridge Financial Group, LLC
INCREASED35,61334,688+925+3%$12.9M$18.3M+$5.3M2026-10-01
Aries Wealth Management
INCREASED35,60135,553+48+0%$13.3M$18.3M+$5.0M2026-10-23
Benedict Financial Advisors Inc
DECREASED35,54436,651-1,107-3%$13.7M$18.2M+$4.6M2026-10-07
Capital Investment Counsel, LLC
DECREASED35,52835,601-730%$13.3M$18.2M+$4.9M2026-10-14
Curated Wealth Partners LLC
INCREASED35,42413,202+22,222+168%$4.9M$18.2M+$13.2M2026-10-15
Focused Alpha, LLC
INCREASED35,39634,522+874+3%$12.9M$18.2M+$5.3M2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED35,37433,509+1,865+6%$12.5M$18.1M+$5.6M2026-10-19
DLK Investment Management, LLC
INCREASED35,34134,021+1,320+4%$15.2M$18.1M+$2.9M2026-10-09
Heritage Wealth Management, Inc.
DECREASED35,18635,768-582-2%$13.3M$18.0M+$4.7M2026-10-28
TLW Wealth Management, LLC
INCREASED35,16634,910+256+1%$13.0M$18.0M+$5.0M2026-10-27
Grandview Asset Management LLC
DECREASED35,15737,614-2,457-7%$14.0M$18.0M+$4.0M2026-10-19
Kesler, Norman & Wride, LLC
INCREASED35,07034,852+218+1%$13.0M$18.0M+$5.0M2026-11-06
Financial Perspectives, Inc
DECREASED35,05335,154-1010%$13.1M$18.0M+$4.9M2026-11-03
Charles Schwab Trust Co
INCREASED34,98620,852+14,134+68%$7.8M$17.9M+$10.2M2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED34,94235,440-498-1%$13.2M$17.9M+$4.7M2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED34,90533,991+914+3%$12.7M$17.9M+$5.2M2026-10-14
Inscription Capital, LLC
DECREASED34,87446,070-11,196-24%$17.2M$17.9M+$701.7K2026-11-02
VCI Wealth Management LLC
DECREASED34,81136,329-1,518-4%$13.6M$17.9M+$4.3M2026-10-29
Tranquility Partners, LLC
DECREASED34,77634,948-1720%$13.0M$17.8M+$4.8M2026-10-20
Birinyi Associates Inc
DECREASED34,74236,320-1,578-4%$13.5M$17.8K-$13.5M2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED34,73334,125+608+2%$12.7M$17.8M+$5.1M2026-10-19
Jcic Asset Management Inc.
DECREASED34,66737,703-3,036-8%$14.0M$17.8M+$3.8M2026-10-30
Triasima Portfolio Management inc.
INCREASED34,63428,430+6,204+22%$10.6M$17.8M+$7.2M2026-10-15
Gibbs Wealth Management
INCREASED34,57527,178+7,397+27%$10.1M$17.7M+$7.6M2026-10-22
Argentarii, LLC
INCREASED34,55134,153+398+1%$17.2M$17.7M+$514.6K2026-10-28
BankPlus Trust Department
INCREASED34,47434,352+122+0%$12.8M$17.7M+$4.9M2026-11-06
Clear Creek Financial Management, LLC
DECREASED34,40837,829-3,421-9%$14.1M$17.6M+$3.5M2026-10-28
Commonwealth Retirement Investments LLC
DECREASED34,38134,705-324-1%$12.9M$17.6M+$4.7M2026-10-26
Caitong International Asset Management Co., Ltd
NEW34,342—+34,342——$17.6M—2026-10-29
Zullo Investment Group, Inc.
DECREASED34,33734,948-611-2%$13.0M$17.6M+$4.6M2026-10-20
Cornerstone Advisory, LLC
INCREASED34,28632,678+1,608+5%$12.2M$17.6M+$5.4M2026-11-06
Roberts Wealth Advisors, LLC
DECREASED34,27734,778-501-1%$13.0M$17.6M+$4.6M2026-10-14
First Bank & Trust
DECREASED34,27334,655-382-1%$12.9M$17.6M+$4.7M2026-10-19
Torray Investment Partners LLC
DECREASED34,27036,160-1,890-5%$13.5M$17.6M+$4.1M2026-10-30
S.E.E.D. Planning Group LLC
INCREASED34,12532,764+1,361+4%$12.2M$17.5M+$5.3M2026-10-07
Sloy Dahl & Holst, LLC
INCREASED34,12334,028+95+0%$12.7M$17.5M+$4.8M2026-10-14
Quadrant Private Wealth Management, LLC
NEW34,080—+34,080——$17.5M—2026-11-04
RDA Financial Network
DECREASED34,04636,145-2,099-6%$13.5M$17.5M+$4.0M2026-10-15
Leelyn Smith, LLC
INCREASED33,95232,799+1,153+4%$12.2M$17.4M+$5.2M2026-11-03
Altfest L J & Co Inc
INCREASED33,93321,240+12,693+60%$7.9M$17.4M+$9.5M2026-10-27
Biltmore Family Office, LLC
INCREASED33,88833,518+370+1%$12.5M$17.4M+$4.9M2026-11-03
Bedel Financial Consulting, Inc.
INCREASED33,86433,756+108+0%$12.6M$17.4M+$4.8M2026-11-06
Harbor Island Capital LLC
DECREASED33,86240,824-6,962-17%$15.2M$17.4M+$2.1M2026-10-23
Childress Capital Advisors, LLC
INCREASED33,80531,363+2,442+8%$11.7M$17.3M+$5.6M2026-10-28
Magnus Financial Group LLC
INCREASED33,72331,211+2,512+8%$11.6M$17.3M+$5.7M2026-10-21
Argonautica Private Wealth Management, Inc
DECREASED33,61034,036-426-1%$12.7M$17.2M+$4.5M2026-11-02
Burke & Herbert Bank & Trust Co
DECREASED33,53333,958-425-1%$12.7M$17.2M+$4.5M2026-11-02
Personal CFO Solutions, LLC
DECREASED33,52136,298-2,777-8%$13.5M$17.2M+$3.7M2026-11-06
Allen Capital Group, LLC
INCREASED33,49231,240+2,252+7%$11.7M$17.2M+$5.5M2026-10-27
Ervin Investment Management, LLC
INCREASED33,49033,354+136+0%$12.4M$17.2M+$4.7M2026-10-23
Argos Wealth Advisors, LLC
DECREASED33,42433,952-528-2%$12.7M$17.1M+$4.5M2026-11-02
FSM Wealth Advisors, LLC
DECREASED33,42233,780-358-1%$12.6M$17.5M+$4.9M2026-10-27
Roman Butler Fullerton & Co
INCREASED33,35032,239+1,111+3%$12.6M$17.8M+$5.2M2026-10-27
Glass Wealth Management Co LLC
INCREASED33,33332,613+720+2%$12.2M$17.1M+$4.9M2026-10-28
Arrow Financial Corp
DECREASED33,28435,925-2,641-7%$13.4M$17.1M+$3.7M2026-10-26
Oarsman Capital, Inc.
INCREASED33,23231,877+1,355+4%$11.9M$17.0M+$5.2M2026-11-05
Encompass Wealth Advisors, LLC
INCREASED33,22815,836+17,392+110%$5.9M$17.0M+$11.1M2026-10-15
Once Capital Management, LLC
UNCHANGED33,20033,20000%$12.4M$17.0M+$4.6M2026-11-02
HS Management Partners, LLC
DECREASED33,18542,766-9,581-22%$16.0M$17.0M+$1.1M2026-11-05
Telos Capital Management, Inc.
DECREASED33,15933,964-805-2%$12.7M$17.0M+$4.3M2026-11-02
Anchyra Partners LLC
INCREASED33,08830,159+2,929+10%$11.2M$17.0M+$5.7M2026-10-13
Builder Investment Group Inc
DECREASED33,08533,095-100%$12.3M$17.0M+$4.6M2026-10-22
Trilogy Capital Inc.
DECREASED33,05346,056-13,003-28%$17.2M$17.0M-$226.8K2026-10-20
True Private Wealth Advisors
INCREASED32,89932,876+23+0%$12.3M$16.9M+$4.6M2026-10-19
Beacon Bank & Trust
DECREASED32,80734,694-1,887-5%$12.9M$16.8M+$3.9M2026-10-27
Jnba Financial Advisors
INCREASED32,70132,543+158+0%$12.1M$16.8M+$4.6M2026-11-03
Greater Midwest Financial Group, LLC
DECREASED32,62432,872-248-1%$12.3M$16.7M+$4.5M2026-10-13
Boit C F David
UNCHANGED32,60432,60400%$12.2M$16.7M+$4.6M2026-10-29
Legacy Advisors, LLC
DECREASED32,49437,656-5,162-14%$14.0M$16.7M+$2.6M2026-10-19
Towne Trust Company, N.a
DECREASED32,49232,957-465-1%$12.3M$16.7M+$4.4M2026-10-28
Interchange Capital Partners, LLC
INCREASED32,46832,455+13+0%$12.1M$16.7M+$4.6M2026-10-28
Moss Adams Wealth Advisors LLC
DECREASED32,43445,887-13,453-29%$17.1M$16.6M-$481.6K2026-10-28
Rayburn West Financial Services LLC
INCREASED32,25529,125+3,130+11%$10.9M$16.5M+$5.6M2026-11-03
Dudley Capital Management, LLC
DECREASED32,22232,363-1410%$12.1M$16.5M+$4.5M2026-10-23
Founders Capital Management
DECREASED32,15932,285-1260%$12.0M$16.5M+$4.5M2026-10-13
Chronos Wealth Management, LLC
DECREASED32,11132,175-640%$12.0M$16.5M+$4.5M2026-10-20
Alpha Family Trust
UNCHANGED32,07032,07000%$12.0M$12.0M$02026-11-04
Birch Capital Management, LLC
INCREASED32,06331,984+79+0%$11.9M$16.4M+$4.5M2026-10-27
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED32,03034,700-2,670-8%$12.9M$16.4M+$3.5M2026-11-06
Legacy Edge Advisors, LLC
DECREASED32,03034,028-1,998-6%$12.7M$16.4M+$3.7M2026-11-06
Finer Wealth Management, Inc.
DECREASED32,01632,062-460%$12.0M$16.4M+$4.5M2026-10-16
Chatham Capital Group, Inc.
DECREASED31,96633,006-1,040-3%$12.3M$16.4M+$4.1M2026-10-16
Hartford Financial Management Inc.
DECREASED31,86032,702-842-3%$12.2M$16.3M+$4.1M2026-10-21
N10 Wealth, LLC
INCREASED31,84418,422+13,422+73%$6.9M$16.3M+$9.5M2026-10-14
Sawyer & Company, Inc
DECREASED31,84132,358-517-2%$12.1M$16.3M+$4.3M2026-10-21
Marks Group Wealth Management, Inc
DECREASED31,82833,921-2,093-6%$12.7M$16.3M+$3.7M2026-11-05
Prudent Man Advisors, LLC
INCREASED31,70424,696+7,008+28%$9.2M$16.3M+$7.0M2026-11-03
Ignite Planners, LLC
INCREASED31,67330,454+1,219+4%$11.4M$16.3M+$4.9M2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED31,65632,910-1,254-4%$12.3M$16.2M+$4.0M2026-11-02
Monument Capital Management
INCREASED31,64731,231+416+1%$11.6M$16.2M+$4.6M2026-10-09
Asset Dedication, LLC
INCREASED31,62931,388+241+1%$11.7M$16.2M+$4.5M2026-11-03
EagleClaw Capital Managment, LLC
DECREASED31,47031,573-1030%$11.8M$16.1M+$4.4M2026-11-06
Northern Lights Advisors, Inc.
INCREASED31,41530,925+490+2%$11.5M$16.1M+$4.6M2026-10-21
GKV Capital Management Co., Inc.
DECREASED31,41231,771-359-1%$11.9M$16.1M+$4.3M2026-11-06
Oak Harvest Investment Services
INCREASED31,40815,197+16,211+107%$5.7M$16.1M+$10.4M2026-10-20
Maxi Investments CY Ltd
DECREASED31,40084,520-53,120-63%$31.5M$16.1K-$31.5M2026-10-26
Buttonwood Financial Advisors Inc.
INCREASED31,33631,133+203+1%$11.6M$16.1M+$4.5M2026-10-13
Elevatus Welath Management
INCREASED31,11428,340+2,774+10%$10.6M$16.0M+$5.4M2026-10-19
Plancorp, LLC
DECREASED31,09934,594-3,495-10%$13.5M$16.2M+$2.7M2026-11-03
Carnegie Lake Advisors LLC
DECREASED31,02931,089-600%$11.6M$15.9M+$4.3M2026-11-06
KPP Advisory Services LLC
DECREASED31,01533,642-2,627-8%$12.5M$15.9M+$3.4M2026-10-26
Hollow Brook Wealth Management LLC
INCREASED30,99230,399+593+2%$11.3M$15.9M+$4.6M2026-10-29
Oxler Private Wealth LLC
DECREASED30,99131,000-90%$11.6M$15.9M+$4.3M2026-10-21
NovaPoint Capital, LLC
DECREASED30,98632,225-1,239-4%$12.0M$15.9M+$3.9M2026-10-22
3Chopt Investment Partners, LLC
DECREASED30,98031,783-803-3%$11.9M$15.9M+$4.0M2026-10-30
Shikiar Asset Management Inc
INCREASED30,95530,435+520+2%$11.4M$15.9K-$11.3M2026-10-20
Buckhead Capital Management LLC
DECREASED30,80430,822-180%$11.5M$15.8M+$4.3M2026-11-03
Dutch Asset Corp
INCREASED30,78125,479+5,302+21%$9.5M$15.8M+$6.3M2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED30,61629,655+961+3%$11.1M$15.7M+$4.6M2026-10-09
Berbice Capital Management LLC
INCREASED30,61130,221+390+1%$11.3M$15.7M+$4.4M2026-10-13
Curbstone Financial Management Corp
INCREASED30,54230,528+14+0%$11.4M$15.7M+$4.3M2026-10-21
Old Port Advisors
DECREASED30,48730,522-350%$11.4M$15.6M+$4.3M2026-10-23
Maia Wealth LLC
INCREASED30,43428,939+1,495+5%$10.8M$15.6M+$4.8M2026-10-19
Zega Investments, LLC
DECREASED30,37638,149-7,773-20%$14.2M$15.6M+$1.3M2026-11-04
Mcdonald Partners LLC
DECREASED30,37130,962-591-2%$11.5M$15.6M+$4.0M2026-11-03
Schear Investment Advisers, LLC
INCREASED30,31219,290+11,022+57%$7.2M$15.5M+$8.4M2026-10-14
Tempo Wealth, LLC
INCREASED30,31229,110+1,202+4%$10.9M$15.5M+$4.7M2026-10-14
Sendero Wealth Management, LLC
DECREASED30,15635,679-5,523-15%$13.3M$15.5M+$2.2M2026-10-14
Sonata Capital Group Inc
DECREASED30,05830,356-298-1%$11.3M$15.4M+$4.1M2026-10-19
Investment Partners, Ltd.
INCREASED30,05619,817+10,239+52%$7.4M$15.4M+$8.0M2026-10-29
HWG Holdings LP
INCREASED30,04629,427+619+2%$11.0M$15.4M+$4.4M2026-10-08
Financial Security Advisor, Inc.
DECREASED29,99131,131-1,140-4%$11.6M$15.4M+$3.8M2026-11-03
Nikulski Financial, Inc.
INCREASED29,95928,206+1,753+6%$10.5M$15.4M+$4.8M2026-11-06
Carderock Capital Management Inc
INCREASED29,95627,435+2,521+9%$10.2M$15.4M+$5.1M2026-10-22
Brown, Lisle Ings, Inc.
DECREASED29,91730,974-1,057-3%$11.6M$15.3M+$3.8M2026-10-16
Pine Haven Investment Counsel, Inc
DECREASED29,82229,928-1060%$11.2M$15.3M+$4.1M2026-11-02
111 Capital
DECREASED29,81942,357-12,538-30%$15.8M$15.3M-$505.8K2026-11-03
Wynn Capital, LLC
INCREASED29,76629,684+82+0%$11.1M$15.3M+$4.2M2026-10-13
AM Investment Strategies LLC
DECREASED29,60930,398-789-3%$11.3K$15.2K+$3.8K2026-11-05
TCI Wealth Advisors, Inc.
DECREASED29,60032,359-2,759-9%$12.1M$15.2M+$3.1M2026-10-30
Sterling Investment Advisors, Ltd.
INCREASED29,48229,406+76+0%$11.0M$15.1M+$4.2M2026-10-27
Loudon Investment Management, LLC
INCREASED29,47129,416+55+0%$11.0M$15.1M+$4.1M2026-11-06
Regent Peak Wealth Advisors LLC
INCREASED29,45428,225+1,229+4%$10.5M$15.1M+$4.6M2026-10-13
MBL Wealth, LLC
INCREASED29,33326,738+2,595+10%$10.0M$15.0M+$5.1M2026-10-22
JB Capital LLC
INCREASED29,31629,115+201+1%$10.9M$15.0M+$4.2M2026-10-19
Hardy Reed LLC
INCREASED29,31427,831+1,483+5%$10.4M$15.0M+$4.7M2026-11-06
Key FInancial Inc
INCREASED29,28028,910+370+1%$10.8M$15.0M+$4.2M2026-11-02
Cabot Wealth Management Inc
INCREASED29,25712,163+17,094+141%$4.5M$15.0M+$10.5M2026-11-05
Earned Wealth Advisors, LLC
INCREASED29,25727,458+1,799+7%$10.2M$15.0M+$4.8M2026-11-06
Chapin Davis, Inc.
INCREASED29,23426,472+2,762+10%$9.9M$15.0M+$5.1M2026-10-09
Lineweaver Wealth Advisors, LLC
DECREASED29,13030,002-872-3%$11.2M$14.9M+$3.7M2026-10-13
Concord Asset Management, LLC
INCREASED29,10627,147+1,959+7%$10.1M$14.9M+$4.8M2026-11-02
Westside Investment Management, Inc.
INCREASED29,10229,049+53+0%$10.8M$15.0M+$4.1M2026-11-02
Founders Financial Securities LLC
DECREASED29,05229,938-886-3%$11.2M$14.9M+$3.7M2026-10-28
John G Ullman & Associates Inc
DECREASED29,03629,080-440%$10.8M$14.9M+$4.0M2026-11-04
Quadcap Wealth Management, LLC
DECREASED29,01629,768-752-3%$11.1M$14.9M+$3.8M2026-11-02
MinichMacGregor Wealth Management, LLC
DECREASED28,86941,460-12,591-30%$15.5M$14.8M-$659.1K2026-10-14
Stableford Capital II LLC
DECREASED28,79730,202-1,405-5%$11.3M$14.8M+$3.5M2026-10-09
Goodman Advisory Group, LLC
INCREASED28,79224,763+4,029+16%$9.2M$14.8M+$5.5M2026-11-02
Victrix Investment Advisors
INCREASED28,78927,595+1,194+4%$10.3M$14.8M+$4.5M2026-10-13
Fire Capital Management LLC
INCREASED28,75818,903+9,855+52%$7.1M$14.8M+$7.7M2026-10-27
LFG Wealth Partners, LLC
INCREASED28,75427,977+777+3%$10.4M$14.7M+$4.3M2026-10-28
Chapman Investment Management, LLC
NEW28,678—+28,678——$14.7M—2026-11-03
Penn Davis Mcfarland Inc
DECREASED28,58228,611-290%$10.7M$14.7M+$4.0M2026-10-23
Stanley-Laman Group, Ltd.
DECREASED28,43829,242-804-3%$10.9M$14.6M+$3.7M2026-10-20
Citizens & Northern Corp
DECREASED28,39529,135-740-3%$10.9M$14.6M+$3.7M2026-11-06
Highline Wealth Partners LLC
INCREASED28,37927,580+799+3%$10.3M$14.6M+$4.3M2026-10-19
Wealth Preservation Advisors, LLC
DECREASED28,34928,699-350-1%$10.7M$14.5M+$3.8M2026-11-05
Pacifica Partners Inc.
INCREASED28,29528,191+104+0%$11.0M$14.5M+$3.5M2026-10-09
Souders Financial Advisors
INCREASED28,26028,090+170+1%$10.5M$14.5M+$4.0M2026-11-03
MV Capital Management, Inc.
DECREASED28,25929,806-1,547-5%$11.1M$14.5M+$3.4M2026-10-29
Bank of New Hampshire
DECREASED28,24329,122-879-3%$10.9M$14.5M+$3.6M2026-10-06
Excalibur Management Corp
DECREASED28,16828,594-426-1%$10.7M$14.4M+$3.8M2026-11-02
AMI Investment Management Inc
INCREASED28,11926,573+1,546+6%$9.9M$14.4M+$4.5M2026-10-27
Northstar Asset Management Co
DECREASED28,10328,723-620-2%$11.0M$15.0M+$4.0M2026-10-22
Essex Bank
INCREASED28,05727,716+341+1%$10.3M$14.4M+$4.1M2026-10-16
Consolidated Investment Group LLC
UNCHANGED27,88427,88400%$10.4M$14.3M+$3.9M2026-11-04
Ldic Inc.
INCREASED27,88025,133+2,747+11%$9.4M$14.3M+$4.9M2026-10-14
Harbour Capital Advisors, LLC
DECREASED27,82327,838-150%$10.7M$14.3M+$3.6M2026-10-13
Heathbridge Capital Management Ltd.
DECREASED27,81528,140-325-1%$10.5M$14.3M+$3.8M2026-10-29
Linden Thomas Advisory Services, LLC
INCREASED27,79227,747+45+0%$10.4M$14.3M+$3.9M2026-10-19
First National Bank of Mount Dora, Trust Investment Services
INCREASED27,78127,145+636+2%$10.1M$14.2M+$4.1M2026-10-21
Agate Pass Investment Management, LLC
INCREASED27,75525,850+1,905+7%$9.6M$14.2M+$4.6M2026-10-20
Bradley & Co. Private Wealth Management, LLC
INCREASED27,67625,828+1,848+7%$9.6M$14.2M+$4.6M2026-10-23
Beutel, Goodman & Co Ltd.
DECREASED27,62229,057-1,435-5%$10.8M$14.2K-$10.8M2026-11-04
Evexia Wealth LLC
DECREASED27,57835,762-8,184-23%$17.4M$14.7M-$2.8M2026-11-05
Regatta Capital Group, LLC
INCREASED27,53926,462+1,077+4%$9.9M$14.1M+$4.3M2026-10-23
Chickasaw Capital Management LLC
DECREASED27,49328,390-897-3%$10.6K$14.1M+$14.1M2026-10-08
Keystone Financial Planning, Inc.
INCREASED27,48826,868+620+2%$10.0M$14.1M+$4.1M2026-10-08
CGN Advisors LLC
DECREASED27,35332,106-4,753-15%$12.0M$14.0M+$2.1M2026-10-21
Hengehold Capital Management LLC
INCREASED27,33027,199+131+0%$10.1M$14.0M+$3.9M2026-10-16
Great Diamond Partners, LLC
DECREASED27,27027,596-326-1%$10.3M$14.0M+$3.7M2026-10-13
Blume Capital Management, Inc.
DECREASED27,24727,474-227-1%$10.2M$14.0M+$3.7M2026-10-26
Nadler Financial Group, Inc.
DECREASED27,24128,041-800-3%$10.5M$14.0M+$3.5M2026-10-23
Partners Wealth Management, LLC
INCREASED27,2294,951+22,278+450%$1.8M$14.0M+$12.1M2026-10-28
Premier Fund Managers Ltd
NEW27,200—+27,200——$13.8K—2026-11-02
Fourpath Capital Management, LLC
DECREASED27,07128,515-1,444-5%$10.6M$13.9M+$3.2M2026-10-19
Wormser Freres Gestion
DECREASED27,02727,191-164-1%$10.4M$13.9M+$3.4M2026-10-21
Center for Financial Planning, Inc.
INCREASED27,01226,365+647+2%$9.8M$13.9M+$4.0M2026-10-26
Radnor Capital Management, LLC
INCREASED27,00326,950+53+0%$10.1M$13.8M+$3.8M2026-10-23
Hoertkorn Richard Charles
INCREASED26,96426,872+92+0%$10.0M$13.8M+$3.8M2026-11-04
Enterprise Financial Services Corp
INCREASED26,92126,793+128+0%$10.0M$13.8M+$3.8M2026-11-03
Revolve Wealth Partners, LLC
INCREASED26,88826,190+698+3%$9.8M$13.8M+$4.0M2026-10-23
Fortitude Advisory Group L.L.C.
DECREASED26,88727,352-465-2%$10.2M$13.8M+$3.6M2026-10-15
Dumont & Blake Investment Advisors LLC
DECREASED26,87827,487-609-2%$10.3M$13.8M+$3.5M2026-10-28
Tradewinds Capital Management, LLC
INCREASED26,84526,673+172+1%$9.9M$13.8M+$3.8M2026-10-23
Newman Dignan & Sheerar, Inc.
INCREASED26,83526,810+25+0%$10.0M$13.8M+$3.8M2026-10-21
Titiun Yejiel
INCREASED26,82921,393+5,436+25%$8.0M$13.8M+$5.8M2026-11-06
Argyle Capital Management, LLC
DECREASED26,80526,840-350%$10.0M$13.7M+$3.7M2026-10-28
Canopy Partners, LLC
INCREASED26,69925,671+1,028+4%$9.6M$13.7M+$4.1M2026-10-28
Schneider Downs Wealth Management Advisors, LP
INCREASED26,68525,438+1,247+5%$9.5M$13.7M+$4.2M2026-10-27
Marathon Wealth Advisors LLC
INCREASED26,64126,552+89+0%$9.9M$13.7M+$3.8M2026-11-04
Ellsworth Advisors, LLC
INCREASED26,58025,878+702+3%$10.2M$13.6M+$3.4M2026-10-15
Armstrong Advisory Group, Inc
DECREASED26,47326,691-218-1%$10.0M$13.6M+$3.6M2026-10-09
Breakwater Investment Management
INCREASED26,45024,486+1,964+8%$9.1M$13.6M+$4.4M2026-10-20
Harmony Asset Management LLC
DECREASED26,42627,745-1,319-5%$10.3M$13.6M+$3.2M2026-10-20
Waystone Advisors LLC
UNCHANGED26,39226,39200%$9.8M$9.8M$02026-10-16
Greenfield Savings Bank
INCREASED26,35526,238+117+0%$9.8M$13.5M+$3.7M2026-10-07
Wealth Alliance Advisory Group, LLC
INCREASED26,31723,422+2,895+12%$8.7M$13.5M+$4.8M2026-10-14
Councilmark Asset Management, LLC
DECREASED26,31226,442-1300%$9.9M$13.5M+$3.6M2026-10-20
XXI Wealth, LLC
INCREASED26,30124,002+2,299+10%$9.0M$13.5M+$4.5M2026-10-22
Brandywine OAK Private Wealth LLC
INCREASED26,25726,202+55+0%$9.8M$13.5M+$3.7M2026-10-23
Harrington Investments, Inc
DECREASED26,22526,357-1320%$9.8M$13.5M+$3.6M2026-10-14
Prosperitas Financial LLC
INCREASED26,09924,414+1,685+7%$9.1M$13.4M+$4.3M2026-10-28
Genus Capital Management Inc.
INCREASED26,03910,479+15,560+148%$3.9M$13.4M+$9.4M2026-11-04
Paragon Advisors, LLC
DECREASED25,99726,970-973-4%$10.1M$13.3M+$3.3M2026-11-03
Parisi Gray Wealth Management
INCREASED25,99725,811+186+1%$9.6M$13.3M+$3.7M2026-10-16
Brick & Kyle, Associates
INCREASED25,98725,502+485+2%$9.4M$13.3M+$3.9M2026-11-05
Titleist Asset Management, LLC
INCREASED25,96624,556+1,410+6%$9.2M$13.3M+$4.2M2026-10-08
Evanson Financial, LLC
DECREASED25,92725,963-360%$9.7M$13.3M+$3.6M2026-10-23
Fiduciary Family Office, LLC
INCREASED25,90324,078+1,825+8%$9.0M$13.3M+$4.3M2026-11-04
Atwater Malick LLC
DECREASED25,90325,928-250%$9.7M$13.3M+$3.6M2026-10-15
Fusion Capital, LLC
INCREASED25,90125,649+252+1%$9.6M$13.3M+$3.7M2026-10-28
McAdam, LLC
INCREASED25,90025,744+156+1%$9.6M$13.3M+$3.7M2026-10-21
Weaver Capital Management LLC
INCREASED25,86420,862+5,002+24%$7.7M$13.3M+$5.5M2026-10-15
Orca Investment Management, LLC
INCREASED25,86024,920+940+4%$9.3M$13.3M+$4.0M2026-10-29
Keystone Wealth Services, LLC
INCREASED25,80025,777+23+0%$9.6M$13.1M+$3.5M2026-11-03
Cypress Wealth Services, LLC
INCREASED25,79425,579+215+1%$9.5M$13.7M+$4.1M2026-10-21
Victory Financial Group, LLC
INCREASED25,77618,818+6,958+37%$7.0M$13.2M+$6.2M2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED25,74027,381-1,641-6%$10.2M$13.2M+$3.0M2026-10-14
Mitchell Sinkler & Starr
DECREASED25,72325,903-180-1%$9.7M$13.2M+$3.5M2026-10-13
Meridian Investment Counsel Inc.
DECREASED25,70927,458-1,749-6%$10.2M$13.2M+$2.9M2026-10-14
Sentry LLC
INCREASED25,68325,518+165+1%$9.5M$13.2M+$3.7M2026-10-30
Consolidated Capital Management, LLC
DECREASED25,67925,989-310-1%$9.7M$13.2M+$3.5M2026-10-13
Zweig-DiMenna Associates LLC
DECREASED25,65029,200-3,550-12%$10.9M$13.2M+$2.3M2026-11-06
Cherry Creek Investment Advisors, Inc.
INCREASED25,59825,419+179+1%$9.5M$13.1M+$3.6M2026-10-14
Summit Financial Strategies, Inc.
INCREASED25,57621,133+4,443+21%$7.9M$13.1M+$5.2M2026-10-14
HBW Advisory Services LLC
DECREASED25,54827,028-1,480-5%$10.1M$13.1M+$3.0M2026-10-15
Valley Brook Capital Group, Inc.
INCREASED25,54225,511+31+0%$9.5M$13.1M+$3.6M2026-10-26
Decker Wealth Management LLC
INCREASED25,48823,878+1,610+7%$8.9M$13.1M+$4.2M2026-10-09
D'Orazio & Associates, Inc.
DECREASED25,48425,699-215-1%$9.6M$13.1M+$3.5M2026-11-04
Lantz Financial LLC
INCREASED25,47625,040+436+2%$9.3M$13.1M+$3.7M2026-10-15
Lynch Asset Management, Inc.
UNCHANGED25,37525,37500%$9.5M$13.0M+$3.5M2026-10-28
Settian Capital LP
UNCHANGED25,35025,35000%$9.5M$13.0M+$3.5M2026-11-06
Enhancing Capital LLC
INCREASED25,34525,319+26+0%$9.4M$13.0M+$3.6M2026-10-26
Eurizon SLJ Capital Ltd
DECREASED25,34330,876-5,533-18%$11.5M$13.0M+$1.5M2026-11-06
Lester Murray Antman dba SimplyRich
DECREASED25,30625,800-494-2%$9.6M$13.0M+$3.4M2026-11-06
JFS Wealth Advisors, LLC
INCREASED25,28825,230+58+0%$9.4M$13.0M+$3.6M2026-11-03
Summa Corp.
INCREASED25,26522,948+2,317+10%$8.6M$13.0M+$4.4M2026-10-30
Patrick Mauro Investment Advisor, Inc.
DECREASED25,25730,298-5,041-17%$11.3M$13.0M+$1.7M2026-11-06
Dillon & Associates Inc
INCREASED25,24623,204+2,042+9%$8.7M$13.0K-$8.6M2026-10-22
Agur Provident & Training Funds Management LTD
DECREASED25,21234,862-9,650-28%$1.2M$129.3K-$1.1M2026-11-02
Eukles Asset Management
DECREASED25,12425,438-314-1%$9.5M$12.9M+$3.4M2026-11-04
Westwind Capital
DECREASED25,09027,121-2,031-7%$10.1K$12.9K+$2.8K2026-10-08
Cambridge Advisors Inc.
DECREASED25,08625,493-407-2%$9.5M$12.9M+$3.4M2026-10-19
McHugh Group, LLC
DECREASED25,08426,108-1,024-4%$9.7M$12.9M+$3.1M2026-10-19
Mirae Asset Securities (USA) Inc.
DECREASED25,055125,750-100,695-80%$46.9M$12.9M-$34.1M2026-10-15
Howard Financial Services, Ltd.
INCREASED25,01623,073+1,943+8%$8.6M$12.8M+$4.2M2026-10-15
Rubicon Global Capital Ltd
UNCHANGED25,00025,00000%$9.3M$12.8M+$3.5M2026-10-28
White Pine Investment Co
DECREASED24,94225,547-605-2%$9.5M$12.8K-$9.5M2026-10-15
Stablepoint Partners, LLC
INCREASED24,80622,861+1,945+9%$8.5M$12.7M+$4.2M2026-11-03
Barton Investment Management
INCREASED24,79624,416+380+2%$9.1M$12.7M+$3.6M2026-10-27
Mandatum Life Insurance Co Ltd
INCREASED24,77424,711+63+0%$9.2M$12.7M+$3.5M2026-11-06
Hixon Zuercher, LLC
INCREASED24,73621,938+2,798+13%$8.2M$12.7M+$4.5M2026-10-13
Swiss RE LTD
INCREASED24,71715,033+9,684+64%$5.6M$12.7M+$7.1M2026-11-06
Crown Wealth Group, LLC
DECREASED24,68725,392-705-3%$9.5M$12.7M+$3.2M2026-10-19
Tred Avon Family Wealth, LLC
DECREASED24,64425,058-414-2%$9.3M$12.6M+$3.3M2026-10-20
Huntleigh Advisors, Inc.
DECREASED24,64324,680-370%$9.2M$12.6M+$3.4M2026-11-03
First Command Advisory Services, Inc.
INCREASED24,43621,136+3,300+16%$7.9M$12.5M+$4.6M2026-11-05
Advocate Group LLC
INCREASED24,33323,926+407+2%$8.9M$12.5M+$3.6M2026-10-19
Rare Wolf Capital LLC
DECREASED24,32126,731-2,410-9%$10.0M$12.5M+$2.5M2026-10-20
Abel Hall, LLC
INCREASED24,30722,194+2,113+10%$8.3M$12.5M+$4.2M2026-10-19
Arista Wealth Management, LLC
DECREASED24,22024,924-704-3%$9.3M$12.4M+$3.1M2026-10-29
United Bank
INCREASED24,21723,689+528+2%$8.8M$12.4M+$3.6M2026-11-06
Mendel Money Management
DECREASED24,11225,357-1,245-5%$9.5M$12.4M+$2.9M2026-11-02
RWQ Financial Management Services, Inc.
DECREASED24,08025,590-1,510-6%$9.5M$12.4M+$2.8M2026-10-19
RED Cedar Investment Management, LLC
INCREASED24,05521,078+2,977+14%$7.9M$12.3M+$4.5M2026-11-04
Allegheny Financial Group
INCREASED24,00223,828+174+1%$8.9M$12.3M+$3.4M2026-11-05
Canton Hathaway, LLC
INCREASED23,99723,557+440+2%$8.8M$12.3M+$3.5M2026-10-23
Clear Wave Wealth Management LLC
INCREASED23,96522,756+1,209+5%$8.5M$12.3M+$3.8M2026-11-04
Ring Mountain Capital, LLC
DECREASED23,93524,172-237-1%$9.0M$12.3M+$3.3M2026-10-13
Trust Co of Oklahoma
DECREASED23,88424,719-835-3%$9.2M$12.3M+$3.0M2026-10-15
Pinkerton Wealth, LLC
INCREASED23,86623,432+434+2%$8.7M$12.2M+$3.6M2026-10-29
Convergence Financial, LLC
DECREASED23,81248,438-24,626-51%$18.1M$12.2M-$5.9M2026-10-27
Clark Asset Management, LLC
DECREASED23,80724,485-678-3%$9.1M$12.2M+$3.1M2026-10-19
Leisure Capital Management
DECREASED23,75624,164-408-2%$9.0M$12.2M+$3.2M2026-11-03
Eastover Investment Advisors LLC
DECREASED23,73423,870-136-1%$8.9M$12.2M+$3.3M2026-10-05
Mezzasalma Advisors, LLC
DECREASED23,72923,850-121-1%$8.9M$12.2M+$3.3M2026-10-14
Mccarter Private Wealth Services LLC
DECREASED23,66123,694-330%$8.8M$12.1M+$3.3M2026-10-22
Colonial River Investments, LLC
DECREASED23,61829,071-5,453-19%$10.8M$12.1M+$1.3M2026-10-19
Marathon Capital Management
DECREASED23,60623,877-271-1%$8.9M$12.1M+$3.2M2026-10-23
Lesa Sroufe & Co
DECREASED23,50523,584-790%$8.8M$12.1K-$8.8M2026-10-29
Breakwater Capital Group
INCREASED23,50423,177+327+1%$8.6M$12.1M+$3.4M2026-10-09
Atlas Brown,Inc.
DECREASED23,33823,402-640%$8.7M$12.0M+$3.2M2026-10-09
TrueMark Investments, LLC
NEW23,298—+23,298——$11.9M—2026-11-05
Liberty Capital Management, Inc.
DECREASED23,27524,235-960-4%$9.0M$11.9M+$2.9M2026-11-02
Compass Financial Management LLC
DECREASED23,25726,170-2,913-11%$11.6M$11.9M+$375.3K2026-10-30
MSH Capital Advisors LLC
DECREASED23,25223,508-256-1%$8.8M$11.9M+$3.2M2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED23,24020,060+3,180+16%$7.5M$11.9M+$4.4M2026-11-02
Retirement Solution LLC
DECREASED23,22523,918-693-3%$8.9M$11.9M+$3.0M2026-10-27
Compton Wealth Advisory Group, LLC
INCREASED23,20623,119+87+0%$8.9M$11.9M+$3.0M2026-10-13
Beacon Financial Group
INCREASED23,19520,982+2,213+11%$7.8M$11.9M+$4.1M2026-10-19
First Premier Bank
DECREASED23,19023,348-158-1%$8.7K$11.9K+$3.2K2026-10-13
Revisor Wealth Management LLC
DECREASED23,18424,679-1,495-6%$9.2M$12.2M+$3.0M2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED23,12222,873+249+1%$8.5M$11.9M+$3.3M2026-10-30
Piscataqua Savings Bank
DECREASED23,11023,604-494-2%$8.8M$11.9M+$3.0M2026-10-21
Abacus Planning Group, Inc.
INCREASED23,10420,707+2,397+12%$7.7M$11.8M+$4.1M2026-11-02
Reflection Asset Management
INCREASED23,07222,373+699+3%$8.3M$11.8M+$3.5M2026-10-28
David J Yvars Group
NEW23,032—+23,032——$11.8M—2026-10-09
GSG Advisors LLC
INCREASED23,02121,530+1,491+7%$8.0M$11.8M+$3.8M2026-11-03
Aspen Investment Management Inc
DECREASED22,94223,195-253-1%$8.7K$11.8K+$3.1K2026-11-05
Cane Capital Partners, LLC
DECREASED22,87925,800-2,921-11%$9.6M$11.7M+$2.1M2026-10-23
Purkiss Capital Advisors LLC
DECREASED22,87523,091-216-1%$8.6M$11.7M+$3.1M2026-11-06
Solstein Capital, LLC
DECREASED22,81622,846-300%$8.5M$11.7M+$3.2M2026-11-02
Adirondack Trust Co
DECREASED22,80024,183-1,383-6%$9.0M$11.7M+$2.7M2026-10-14
Wealth Advisory Solutions, LLC
DECREASED22,74023,516-776-3%$8.8M$11.7M+$2.9M2026-10-20
EPG Wealth Management LLC
INCREASED22,70721,812+895+4%$8.1M$11.6M+$3.5M2026-11-03
Aurora Investment Managers, Llc.
INCREASED22,60422,603+10%$8.4K$11.6K+$3.2K2026-10-15
Atlatl Advisers LLC
INCREASED22,5704,641+17,929+386%$1.7M$11.6M+$9.8M2026-10-22
Prairie Advisory, LLC
INCREASED22,55613,483+9,073+67%$5.0M$11.6M+$6.5M2026-10-19
Golden State Wealth Management, LLC
INCREASED22,55321,778+775+4%$8.1M$11.6M+$3.4M2026-11-02
True Freedom Investing, LLC
INCREASED22,46421,698+766+4%$8.0M$11.5M+$3.5M2026-10-29
Cox Capital Mgt LLC
DECREASED22,44822,610-162-1%$8.4M$11.5M+$3.1M2026-10-07
Rossby Financial, LCC
INCREASED22,39416,739+5,655+34%$6.2M$11.5M+$5.2M2026-11-05
Kwmg, LLC
INCREASED22,38521,531+854+4%$8.0M$11.5M+$3.5M2026-10-07
Forte Asset Management LLC
DECREASED22,34823,436-1,088-5%$8.7M$11.5M+$2.7M2026-10-13
Pines Wealth Management, LLC
INCREASED22,33322,137+196+1%$8.3M$11.5M+$3.2M2026-10-21
Ayrshire Capital Management LLC
DECREASED22,31823,150-832-4%$8.6M$11.4M+$2.8M2026-10-20
High Note Wealth, LLC
INCREASED22,27522,176+99+0%$8.3M$11.4M+$3.2M2026-10-27
Tempus Wealth Planning, LLC
INCREASED22,23221,552+680+3%$8.0M$11.4M+$3.4M2026-10-14
Hourglass Capital, LLC
DECREASED22,14424,271-2,127-9%$9.1M$11.4M+$2.3M2026-10-26
World Equity Group, Inc.
DECREASED22,04831,025-8,977-29%$11.6M$11.3M-$259.5K2026-10-14
Advanced Asset Management Advisors Inc
DECREASED22,04322,049-60%$8.2M$11.3M+$3.1M2026-10-20
Lederer & Associates Investment Counsel
DECREASED22,04222,759-717-3%$8.5K$11.3K+$2.8K2026-10-23
Scissortail Wealth Management, LLC
INCREASED22,02820,797+1,231+6%$7.8M$11.3M+$3.5M2026-11-03
Integrity Advisory Solutions, LLC
INCREASED21,98419,325+2,659+14%$7.2M$11.3M+$4.1M2026-10-29
Income Insurance Ltd
UNCHANGED21,94021,94000%$8.2M$11.3M+$3.1M2026-10-21
Tandem Capital Management Corp
DECREASED21,93822,215-277-1%$8.3M$11.3M+$3.0M2026-10-22
RBA Wealth Management, LLC
INCREASED21,88817,220+4,668+27%$6.4M$11.2M+$4.8M2026-10-28
Eleva Capital SAS
NEW21,817—+21,817——$11.2M—2026-10-06
Penbrook Management LLC
DECREASED21,72021,920-200-1%$8.2M$11.1M+$3.0M2026-10-16
Caliber Wealth Management, LLC / KS
INCREASED21,70021,075+625+3%$7.9M$11.1M+$3.3M2026-11-04
Independent Solutions Wealth Management, LLC
INCREASED21,69221,540+152+1%$8.0M$11.1M+$3.1M2026-10-28
Secure Asset Management, LLC
DECREASED21,68322,923-1,240-5%$8.6M$11.1M+$2.6M2026-10-19
Red Spruce Capital, LLC
INCREASED21,66821,199+469+2%$7.9M$11.1M+$3.2M2026-10-07
Hazlett, Burt & Watson, Inc.
INCREASED21,66321,618+45+0%$6.6M$11.1K-$6.6M2026-11-04
Summerhill Capital Management lnc.
DECREASED21,66121,887-226-1%$8.2M$11.1M+$2.9M2026-11-02
TBH Global Asset Management, LLC
DECREASED21,62022,404-784-3%$8.4M$11.1M+$2.7M2026-11-03
Berkeley, Inc
INCREASED21,60121,272+329+2%$7.9M$11.1M+$3.1M2026-10-20
O'Brien Greene & Co. Inc
DECREASED21,59321,930-337-2%$8.2M$11.1M+$2.9M2026-11-05
Marino, Stram & Associates LLC
INCREASED21,58920,207+1,382+7%$7.5M$11.1M+$3.5M2026-10-22
Baker Tilly Wealth Management, LLC
INCREASED21,58621,120+466+2%$7.9M$11.1M+$3.2M2026-10-05
Centerpoint Advisors, LLC
INCREASED21,54620,868+678+3%$7.8M$11.1K-$7.8M2026-11-05
Wealth Management Partners, LLC
DECREASED21,53822,681-1,143-5%$8.5M$11.0M+$2.6M2026-10-21
Legacy Financial Independent Advisors LLC
INCREASED21,52115,743+5,778+37%$5.9M$11.0M+$5.2M2026-11-02
Hendley & Co Inc
DECREASED21,47530,866-9,391-30%$11.5K$11.0K-$4992026-10-29
Morguard Lincluden Global Investments Ltd
DECREASED21,45922,093-634-3%$8.2M$11.0K-$8.2M2026-10-28
Lakeshore Financial Planning, Inc.
INCREASED21,39821,272+126+1%$7.9M$11.0M+$3.0M2026-10-13
NewSquare Capital LLC
INCREASED21,39618,771+2,625+14%$7.0M$11.0M+$4.0M2026-11-06
ARQ Wealth Advisors, LLC
DECREASED21,39522,202-807-4%$8.7M$11.0M+$2.3M2026-10-29
Willow Creek Capital Management, Inc.
UNCHANGED21,37621,37600%$8.0M$8.0M$02026-10-16
Sylvest Advisors, LLC
DECREASED21,37221,770-398-2%$8.1M$11.0M+$2.8M2026-10-26
Westwood Wealth Management
DECREASED21,33821,778-440-2%$8.1M$10.9M+$2.8M2026-10-29
Fulcrum Wealth Advisors, LLC
DECREASED21,31322,471-1,158-5%$8.4M$10.9M+$2.5M2026-10-16
Midland Wealth Advisors, LLC
DECREASED21,26923,646-2,377-10%$8.8M$10.9M+$2.1M2026-10-26
Cumberland Advisors Inc
DECREASED21,22521,745-520-2%$8.1M$10.9M+$2.8M2026-10-30
LCM Capital Management Inc
DECREASED21,22121,398-177-1%$8.0M$10.9M+$2.9M2026-10-20
Family Capital Trust Co
DECREASED21,17321,272-990%$7.9M$10.9M+$2.9M2026-10-22
N10 Assets, LLC
INCREASED21,12717,714+3,413+19%$6.6M$10.8M+$4.2M2026-10-14
Jericho Financial, LLP
INCREASED21,10820,750+358+2%$7.7M$10.8M+$3.1M2026-10-13
Norway Savings Bank
INCREASED21,10220,652+450+2%$7.7M$10.8M+$3.1M2026-10-20
Prosperity Financial Group, Inc.
INCREASED21,08019,767+1,313+7%$7.4M$10.8M+$3.4M2026-10-29
Diligent Investors, LLC
DECREASED21,06821,489-421-2%$8.0M$10.8M+$2.8M2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED20,99515,624+5,371+34%$5.8M$10.8M+$4.9M2026-10-20
Hamel Associates, Inc.
DECREASED20,94421,522-578-3%$8.0M$10.7M+$2.7M2026-11-06
Stiles Financial Services Inc
DECREASED20,93421,084-150-1%$7.9M$10.7M+$2.9M2026-10-30
Investment Research & Advisory Group, Inc.
DECREASED20,90221,313-411-2%$8.0M$10.8M+$2.9M2026-10-19
FAI Advisors, Inc.
INCREASED20,87420,628+246+1%$7.7M$10.7M+$3.0M2026-10-27
Burford Brothers, Inc.
DECREASED20,84720,893-460%$7.8M$10.7M+$2.9M2026-10-21
Cherokee Insurance Co
UNCHANGED20,82520,82500%$7.8M$10.7M+$2.9M2026-11-05
Eagle Capital Management, LLC
DECREASED20,81521,304-489-2%$7.9K$10.7K+$2.7K2026-10-19
Helium Advisors LLC
DECREASED20,76123,398-2,637-11%$8.7M$10.6M+$1.9M2026-10-23
Focused Wealth Management, Inc
DECREASED20,75922,779-2,020-9%$8.5M$10.6M+$2.2M2026-10-30
Noesis Capital Mangement Corp
INCREASED20,74218,446+2,296+12%$6.9M$10.6M+$3.8M2026-10-26
Mount Vernon Associates Inc
DECREASED20,74121,760-1,019-5%$8.1M$10.6K-$8.1M2026-10-26
Eos Management, L.P.
UNCHANGED20,69620,69600%$7.7M$10.6M+$2.9M2026-10-27
Bender Robert & Associates
INCREASED20,68819,960+728+4%$7.4M$10.6M+$3.2M2026-10-21
Alkeme Wealth, LLC
INCREASED20,68420,662+22+0%$7.7M$10.6M+$2.9M2026-10-08
First Community Trust NA
INCREASED20,64219,784+858+4%$7.4M$10.6M+$3.2M2026-10-07
Boltwood Capital Management
INCREASED20,63020,229+401+2%$7.5M$10.6M+$3.0M2026-10-02
Intrua Financial, LLC
INCREASED20,62420,153+471+2%$7.5M$10.6M+$3.1M2026-10-28
Trust Co of Kansas
DECREASED20,59722,575-1,978-9%$8.4M$10.6K-$8.4M2026-11-06
Luma Capital S.A. - SPF
UNCHANGED20,50020,50000%$7.6M$10.5M+$2.9M2026-10-21
Gold Investment Management Ltd.
INCREASED20,48320,157+326+2%$7.5M$10.5M+$3.0M2026-10-19
Balefire, LLC
INCREASED20,47919,292+1,187+6%$7.2M$10.5M+$3.3M2026-10-09
SYM Financial Corp
INCREASED20,46318,239+2,224+12%$6.8M$10.5M+$3.7M2026-10-26
StrongBox Wealth, LLC
DECREASED20,42221,817-1,395-6%$8.1M$10.5M+$2.3M2026-11-02
626 Financial, LLC
DECREASED20,41920,426-70%$7.6M$10.5M+$2.9M2026-11-04
Amarillo National Bank
DECREASED20,40720,650-243-1%$7.7M$10.5M+$2.8M2026-10-23
Providence Wealth Advisors, LLC
DECREASED20,38520,632-247-1%$8.0M$10.6M+$2.5M2026-10-29
Cromwell Holdings LLC
DECREASED20,35521,093-738-3%$7.9M$10.4M+$2.6M2026-10-28
WealthBridge Investment Counsel Inc.
INCREASED20,35120,051+300+2%$7.5K$10.4K+$3.0K2026-10-13
Autumn Glory Partners, LLC
DECREASED20,34221,310-968-5%$7.9M$10.4M+$2.5M2026-10-26
Uncommon Cents Investing Inc
INCREASED20,32820,311+17+0%$7.6M$10.4M+$2.8M2026-10-20
Blueprint Financial Advisors LLC
INCREASED20,32315,590+4,733+30%$5.8M$10.4M+$4.6M2026-10-28
Arvest Investments, Inc.
DECREASED20,31621,351-1,035-5%$8.0M$10.4M+$2.5M2026-10-21
Arkfeld Wealth Strategies, L.L.C.
DECREASED20,28920,928-639-3%$8.1M$10.7M+$2.7M2026-10-19
Castle Rock Wealth Management, LLC
DECREASED20,27721,962-1,685-8%$8.4M$10.7M+$2.3M2026-10-09
Summit Asset Management, LLC
INCREASED20,27120,206+65+0%$7.5M$10.4M+$2.9M2026-11-05
Wealth Architects, LLC
DECREASED20,26021,111-851-4%$7.9M$10.4M+$2.5M2026-11-03
Tortuga Wealth Management, Inc
INCREASED20,25519,102+1,153+6%$7.1M$10.4M+$3.3M2026-10-27
Cottage Street Advisors LLC
DECREASED20,25221,169-917-4%$7.9M$10.4M+$2.4M2026-10-19
Triangle Securities Wealth Management
DECREASED20,24820,364-116-1%$7.6M$10.4M+$2.8M2026-10-14
Abundance Wealth Counselors
DECREASED20,23520,677-442-2%$7.7M$10.4M+$2.7M2026-10-26
Griffith & Werner, Inc.
INCREASED20,14320,092+51+0%$7.5M$10.3M+$2.8M2026-11-04
Pictet Bank & Trust Ltd
DECREASED20,13022,238-2,108-9%$8.3M$10.3M+$2.0M2026-10-21
BKM Wealth Management, LLC
DECREASED20,07525,316-5,241-21%$9.4M$10.3M+$853.1K2026-10-22
Aviso Wealth Management
INCREASED20,07119,643+428+2%$7.3M$10.3M+$3.0M2026-11-04
Titan Investment Management LLC
INCREASED20,05918,684+1,375+7%$7.0M$10.3M+$3.3M2026-10-22
Waterfront Wealth Inc.
DECREASED20,02920,059-300%$7.7M$10.6M+$2.9M2026-11-03
Accretive Wealth Partners, LLC
INCREASED20,01719,814+203+1%$7.4M$10.3M+$2.9M2026-11-06
Leonteq Securities AG
DECREASED20,00556,252-36,247-64%$21.0M$10.3M-$10.7M2026-10-29
Arrow Capital Pty Ltd
NEW20,000—+20,000——$10.3M—2026-11-06
North Growth Management Ltd.
INCREASED20,00019,000+1,000+5%$7.3K$10.1K+$2.9K2026-10-20
Trust Co of the South
DECREASED19,95620,173-217-1%$7.5M$10.2M+$2.7M2026-10-21
Blodgett Wealth Advisors, LLC
DECREASED19,94422,969-3,025-13%$8.6M$10.2M+$1.7M2026-10-23
Lakehouse Capital Pty Ltd
DECREASED19,92721,773-1,846-8%$8.1M$10.2K-$8.1M2026-10-06
Integral Investment Advisors, Inc.
DECREASED19,90519,965-600%$7.4M$10.2M+$2.8M2026-11-03
ANB Bank
INCREASED19,87419,870+4+0%$7.4M$10.2M+$2.8M2026-10-09
Peterson Wealth Management
DECREASED19,86323,724-3,861-16%$8.8M$10.2M+$1.3M2026-11-06
StoryOne LLC
INCREASED19,85611,546+8,310+72%$4.3M$10.2M+$5.9M2026-10-13
Phoenix Wealth Advisors
INCREASED19,84319,482+361+2%$7.3M$10.2M+$2.9M2026-11-03
Trust Investment Advisors
INCREASED19,83717,339+2,498+14%$6.5M$10.2M+$3.7M2026-10-20
Thrive Wealth Management, LLC
DECREASED19,75019,809-590%$7.4M$10.1M+$2.7M2026-10-13
Martin Capital Partners, LLC
DECREASED19,73620,412-676-3%$7.6M$10.1M+$2.5M2026-10-07
Keudell ison Wealth Management
DECREASED19,71420,062-348-2%$7.5M$10.1M+$2.6M2026-10-16
Genoa Capital Gestora de Recursos Ltda.
NEW19,702—+19,702——$10.1M—2026-10-20
Townsend Asset Management Corp
INCREASED19,69919,604+95+0%$7.3M$10.1M+$2.8M2026-10-29
Chemistry Wealth Management LLC
INCREASED19,69819,353+345+2%$7.2M$10.1M+$2.9M2026-10-16
Insight Wealth Strategies, LLC
DECREASED19,68120,025-344-2%$7.7M$10.1M+$2.4M2026-10-09
RD Finance Ltd
UNCHANGED19,66419,66400%$7.3M$10.1K-$7.3M2026-10-26
St. Johns Investment Management Company, LLC
DECREASED19,64621,223-1,577-7%$7.9M$10.1M+$2.2M2026-10-30
Studio Investment Management LLC
DECREASED19,63221,031-1,399-7%$7.8M$10.1M+$2.2M2026-10-22
Grey Ledge Advisors, LLC
INCREASED19,60818,902+706+4%$7.1M$10.1M+$3.0M2026-11-02
Cerro Pacific Wealth Advisors LLC
DECREASED19,60619,618-120%$7.3M$10.1M+$2.7M2026-10-22
Byrne Asset Management LLC
INCREASED19,60318,971+632+3%$7.1M$10.1M+$3.0M2026-10-06
Financial Planning Hawaii, Inc.
DECREASED19,56320,621-1,058-5%$7.7M$10.0M+$2.3M2026-10-13
Tower View Wealth Management LLC
INCREASED19,56118,048+1,513+8%$6.7M$10.0M+$3.3M2026-10-23
Fairvoy Private Wealth, LLC
INCREASED19,53318,954+579+3%$7.1M$10.0M+$2.9M2026-10-19
Markowski Investments
DECREASED19,52922,269-2,740-12%$8.3M$10.0M+$1.7M2026-10-30
Onyx Bridge Wealth Group LLC
DECREASED19,51819,541-230%$7.3M$10.0M+$2.7M2026-10-16
Symmetry Partners, LLC
INCREASED19,50917,734+1,775+10%$6.6M$10.0M+$3.4M2026-10-27
Peterson Wealth Services
INCREASED19,49017,901+1,589+9%$6.7M$10.0M+$3.3M2026-10-26
Bennett Selby Investments LP
INCREASED19,45019,359+91+0%$7.2M$10.0M+$2.8M2026-10-19
Headland Capital, LLC
INCREASED19,43918,870+569+3%$7.0M$10.0M+$2.9M2026-11-06
Geneva Partners, LLC
INCREASED19,4366,839+12,597+184%$2.6M$10.0M+$7.4M2026-10-26
Koenig Investment Advisory, LLC
DECREASED19,38620,110-724-4%$7.5M$9.9M+$2.4M2026-10-09
Financial Management Network Inc
INCREASED19,37117,370+2,001+12%$6.8M$10.0M+$3.2M2026-10-09
First Business Financial Services, Inc.
INCREASED19,34118,644+697+4%$7.0M$9.9M+$3.0M2026-10-29
Bouvel Investment Partners, LLC
DECREASED19,33919,674-335-2%$7.3M$9.9M+$2.6M2026-10-13
Almanack Investment Partners, Llc.
INCREASED19,33818,859+479+3%$7.0M$9.9M+$2.9M2026-11-03
WP Advisors, LLC
INCREASED19,31819,088+230+1%$7.1M$9.9M+$2.8M2026-10-22
SmartHarvest Portfolios, LLC
DECREASED19,30421,156-1,852-9%$7.9M$9.9M+$2.0M2026-10-26
1900 Wealth Management LLC
INCREASED19,25816,780+2,478+15%$6.3M$9.9M+$3.6M2026-10-13
First County Bank
DECREASED19,24920,082-833-4%$7.5M$9.9M+$2.4M2026-10-13
First Affirmative Financial Network
NEW19,247—+19,247——$9.9M—2026-10-21
Arsenal Capital Advisors LLC
INCREASED19,24419,188+56+0%$7.2M$9.9M+$2.7M2026-11-02
Spirit of America Management Corp
DECREASED19,19919,299-100-1%$7.2M$9.8M+$2.6M2026-10-14
Sentinel Trust Co LBA
INCREASED19,19318,568+625+3%$6.9K$9.8K+$2.9K2026-11-03
Emerald Advisors, LLC
DECREASED19,17719,457-280-1%$7.3M$9.8M+$2.6M2026-10-13
Gerald Baker Financial Group LLC
UNCHANGED19,14619,14600%$7.1M$9.8M+$2.7M2026-10-09
Bangor Savings Bank
DECREASED19,12519,876-751-4%$7.4M$9.8M+$2.4M2026-10-06
Gilliland Jeter Wealth Management LLC
DECREASED19,12119,195-740%$7.2M$9.8M+$2.6M2026-10-28
Joseph Group Capital Management
INCREASED19,10819,040+68+0%$7.1M$9.8M+$2.7M2026-11-04
Uptick Partners, LLC
DECREASED19,06519,084-190%$7.1M$9.8M+$2.7M2026-11-04
Firetrail Investments PTY LTD
DECREASED19,06019,160-100-1%$7.1M$9.8M+$2.7M2026-11-05
Virtue Capital Management, LLC
DECREASED19,01419,554-540-3%$7.3M$9.8M+$2.5M2026-10-29
Redmond Asset Management, LLC
DECREASED18,99320,777-1,784-9%$7.8M$9.7M+$2.0M2026-10-27
DeDora Capital, Inc.
DECREASED18,99220,225-1,233-6%$7.5M$9.7M+$2.2M2026-10-26
Private Management Group Inc
DECREASED18,97218,974-20%$7.1M$9.7M+$2.7M2026-11-04
Family Legacy, Inc.
INCREASED18,91918,807+112+1%$7.0M$9.7M+$2.7M2026-10-13
Sterling Investment Counsel, LLC
INCREASED18,87517,940+935+5%$6.7M$9.7M+$3.0M2026-10-19
First City Capital Management, Inc.
DECREASED18,77019,466-696-4%$7.3M$9.6M+$2.4M2026-10-27
Ballast, Inc.
INCREASED18,73118,334+397+2%$6.8M$9.6M+$2.8M2026-10-20
Cohen Investment Advisors LLC
INCREASED18,72818,594+134+1%$6.9M$9.6M+$2.7M2026-10-20
Global Financial Private Client, LLC
DECREASED18,70519,540-835-4%$7.3M$9.6M+$2.3M2026-10-15
Kenora Financial, LLC
INCREASED18,68318,252+431+2%$6.8M$9.6M+$2.8M2026-10-20
Consilium Wealth Advisory, LLC
INCREASED18,65318,196+457+3%$6.8M$9.6M+$2.8M2026-10-14
Prentiss Smith & Co Inc
DECREASED18,64519,091-446-2%$7.1M$9.6M+$2.4M2026-10-27
Mountain Hill Investment Partners Corp.
DECREASED18,59618,689-930%$7.0M$9.5M+$2.6M2026-10-23
Evergreen Private Wealth LLC
INCREASED18,58016,913+1,667+10%$6.3M$9.5M+$3.2M2026-10-30
RFG - Bristol Wealth Advisors, LLC
DECREASED18,56519,499-934-5%$7.3M$9.5M+$2.2M2026-10-09
River Street Advisors LLC
INCREASED18,55817,946+612+3%$6.7M$9.5M+$2.8M2026-10-22
Rainier Family Wealth Inc
DECREASED18,53621,017-2,481-12%$7.8M$9.5M+$1.7M2026-11-02
Archer Investment Corp
DECREASED18,48619,471-985-5%$7.3M$9.5M+$2.2M2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED18,44918,44900%$6.9M$9.5M+$2.6M2026-10-26
Central Valley Advisors, LLC
DECREASED18,35418,730-376-2%$7.0M$9.4M+$2.4M2026-10-27
Fortem Financial Group, LLC
INCREASED18,34817,957+391+2%$6.7M$9.4M+$2.7M2026-10-20
Kingstone Capital Partners Texas, LLC
INCREASED18,34718,088+259+1%$6.7M$9.4M+$2.7M2026-11-03
MTM Investment Management, LLC
INCREASED18,34718,242+105+1%$6.8M$9.4M+$2.6M2026-10-30
Tobam
DECREASED18,33818,700-362-2%$7.0M$9.4K-$7.0M2026-11-03
Chung Wu Investment Group, LLC
INCREASED18,33116,054+2,277+14%$6.0M$9.4M+$3.4M2026-11-03
Cape Investment Advisory, Inc.
INCREASED18,30317,276+1,027+6%$6.4M$9.4M+$2.9M2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED18,26918,770-501-3%$7.0M$9.4M+$2.4M2026-10-19
Turn8 Private Wealth Inc.
DECREASED18,25022,110-3,860-17%$9.4M$9.4M+$3.4K2026-11-05
Peoples Financial Services Corp.
DECREASED18,22418,735-511-3%$7.0M$9.3M+$2.4M2026-10-20
CWS Financial Advisors, LLC
DECREASED18,22318,324-101-1%$6.8M$9.3M+$2.5M2026-10-16
AA Financial Advisors, LLC
INCREASED18,21017,610+600+3%$6.6M$9.3M+$2.8M2026-10-19
Tower Trust & Investment Co
DECREASED18,13618,171-350%$6.8M$9.3M+$2.5M2026-10-28
Flynn Zito Capital Management, LLC
DECREASED18,13018,559-429-2%$6.9M$9.3M+$2.4M2026-11-04
Quantum Financial Advisors, LLC
INCREASED18,10617,205+901+5%$6.4M$9.3M+$2.9M2026-11-03
NWF Advisory Services Inc.
DECREASED18,08718,837-750-4%$7.0M$9.3M+$2.3M2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED18,08217,299+783+5%$6.5M$9.3M+$2.8M2026-11-02
QTR Family Wealth, LLC
DECREASED18,08018,888-808-4%$7.0M$9.3M+$2.2M2026-11-02
Bull Street Advisors, LLC
INCREASED18,08017,685+395+2%$6.6M$9.3K-$6.6M2026-10-20
Madison Park Capital Advisors, LLC
DECREASED18,06238,705-20,643-53%$5.7M$9.3M+$3.5M2026-10-28
Sculati Wealth Management, LLC
DECREASED18,05918,191-132-1%$7.2M$9.8M+$2.6M2026-10-19
United Community Bank
INCREASED18,02017,525+495+3%$6.5M$9.2M+$2.7M2026-10-28
Falcon Wealth Planning
INCREASED18,01616,025+1,991+12%$6.0M$9.2M+$3.3M2026-11-06
Greystone Financial Group, LLC
DECREASED18,00618,050-440%$6.7M$9.2M+$2.5M2026-10-26
Gratus Wealth Advisors, LLC
INCREASED17,99616,172+1,824+11%$6.0M$9.2M+$3.2M2026-10-26
Abacus Wealth Partners, LLC
DECREASED17,99519,735-1,740-9%$7.4M$9.2M+$1.9M2026-11-03
LexAurum Advisors, LLC
INCREASED17,98317,790+193+1%$6.6M$9.2M+$2.6M2026-10-19
Goldenstone Wealth Management LLC
INCREASED17,97717,856+121+1%$6.7M$9.2M+$2.6M2026-11-04
Hudson Canyon Capital Management
DECREASED17,93519,022-1,087-6%$7.1M$9.2M+$2.1M2026-11-04
Colton Groome Financial Advisors, LLC
DECREASED17,89417,896-20%$6.7M$9.2M+$2.5M2026-10-06
Bank of Stockton
DECREASED17,89118,700-809-4%$7.0M$9.2M+$2.2M2026-10-20
Adams Asset Advisors, LLC
UNCHANGED17,87717,87700%$6.7M$9.2M+$2.5M2026-10-08
Adelphi Trust Co
DECREASED17,86318,991-1,128-6%$7.1M$9.2M+$2.1M2026-10-05
Probity Advisors, Inc.
DECREASED17,84818,095-247-1%$6.7M$9.2M+$2.4M2026-10-23
Guinness Atkinson Asset Management Inc
DECREASED17,83218,051-219-1%$6.7M$9.1M+$2.4M2026-11-05
Ables, Iannone, Moore & Associates, Inc.
DECREASED17,82217,986-164-1%$6.7M$9.1M+$2.4M2026-10-06
WealthPLAN Partners, LLC
INCREASED17,82115,340+2,481+16%$5.7M$9.1M+$3.4M2026-10-15
Evolution Wealth Advisors, LLC
INCREASED17,82116,012+1,809+11%$6.0M$9.1M+$3.2M2026-11-03
Parkside Investments, LLC
DECREASED17,80918,909-1,100-6%$7.1M$9.1M+$2.1M2026-10-20
Bridgelight Financial Advisors, Inc.
INCREASED17,80917,609+200+1%$6.6M$9.1M+$2.6M2026-10-20
Flavin Financial Services, Inc.
DECREASED17,77417,912-138-1%$6.7M$9.1M+$2.4M2026-10-21
Founders Grove Wealth Partners, LLC
INCREASED17,74417,171+573+3%$6.4M$9.1M+$2.7M2026-10-16
Miramontes Capital, LLC
INCREASED17,71717,358+359+2%$6.5M$9.1M+$2.6M2026-10-19
Northcape Wealth Management, LLC
DECREASED17,71617,981-265-1%$6.7M$9.1M+$2.4M2026-11-04
City State Bank
INCREASED17,64517,362+283+2%$6.5M$9.1M+$2.6M2026-10-20
Ayalon Insurance Comp Ltd.
UNCHANGED17,63917,63900%$6.6K$9.0K+$2.5K2026-10-08
Yankcom Partnership
DECREASED17,62418,205-581-3%$6.8M$9.0M+$2.2M2026-10-15
Leo Wealth, LLC
NEW17,619—+17,619——$9.0M—2026-10-26
Able Financial Group, LLC
INCREASED17,59116,564+1,027+6%$6.2M$9.0M+$2.8M2026-10-14
Pinnacle Bancorp, Inc.
DECREASED17,55321,278-3,725-18%$7.9M$9.0M+$1.1M2026-10-21
Eagle Wealth Advisors LLC
DECREASED17,54117,765-224-1%$6.6M$9.0M+$2.4M2026-10-20
Lazari Capital Management, Inc.
DECREASED17,51517,957-442-2%$6.7M$9.0M+$2.3M2026-10-20
Wellington Grp LLC
INCREASED17,50414,973+2,531+17%$5.6M$9.0M+$3.4M2026-11-06
Mechanics Financial Corp
INCREASED17,49717,257+240+1%$6.4M$9.0M+$2.5M2026-11-05
Freedom Day Solutions, LLC
INCREASED17,47517,025+450+3%$6.4M$9.0M+$2.6M2026-10-20
Northbridge Financial Group, LLC
INCREASED17,44816,943+505+3%$6.3M$9.2M+$2.9M2026-11-05
Congress Park Capital LLC
INCREASED17,41317,259+154+1%$6.4M$8.9M+$2.5M2026-10-13
Slow Capital, Inc.
DECREASED17,41017,878-468-3%$6.7M$8.9M+$2.3M2026-10-23
Acorn Wealth Advisors, LLC
INCREASED17,40416,683+721+4%$6.2M$8.9M+$2.7M2026-10-19
Grant Private Wealth Management Inc
DECREASED17,39518,075-680-4%$6.7M$8.9M+$2.2M2026-10-19
McBroom & Associates, LLC
DECREASED17,39417,526-132-1%$6.5M$8.9M+$2.4M2026-10-29
Bernicke Wealth Management, Ltd.
INCREASED17,37417,096+278+2%$6.4M$8.9M+$2.5M2026-11-06
Corundum Group, Inc.
INCREASED17,37112,510+4,861+39%$4.7M$8.9M+$4.2M2026-10-28
Shaker Investments LLC
INCREASED17,34512,627+4,718+37%$4.7M$8.9M+$4.2M2026-11-05
Beaumont Asset Management, L.L.C.
INCREASED17,34116,722+619+4%$6.2M$8.9M+$2.7M2026-10-16
Columbus Macro, LLC
INCREASED17,33717,245+92+1%$6.4M$8.9M+$2.5M2026-10-14
OceanIQ Capital, LLC
INCREASED17,32917,018+311+2%$8.6M$9.4M+$843.6K2026-10-19
Carl P. Sherr & Co., LLC
DECREASED17,32517,644-319-2%$6.6M$8.9M+$2.3M2026-11-06
Poehling Capital Management, Inc.
DECREASED17,31617,480-164-1%$6.5M$8.9M+$2.4M2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED17,30217,201+101+1%$6.4M$8.9M+$2.5M2026-10-19
Golden Reserve Retirement LLC
INCREASED17,29614,176+3,120+22%$5.3M$8.9M+$3.6M2026-11-02
Kentucky Trust Co
DECREASED17,24918,257-1,008-6%$6.8M$8.8M+$2.0M2026-10-15
ICW Investment Advisors LLC
DECREASED17,20717,429-222-1%$6.5M$8.8M+$2.3M2026-10-27
Pekin Hardy Strauss, Inc.
DECREASED17,20617,485-279-2%$6.5M$8.8M+$2.3M2026-11-02
Worth Financial Advisory Group, LLC
INCREASED17,18216,737+445+3%$6.2M$8.8M+$2.6M2026-10-19
Stolper Co
INCREASED17,15817,093+65+0%$6.4K$8.8K+$2.4K2026-10-13
Marion Wealth Management
INCREASED17,15516,999+156+1%$6.3M$8.8M+$2.5M2026-10-22
General Partner, Inc.
DECREASED17,15118,351-1,200-7%$6.8M$8.8M+$2.0M2026-10-05
May Hill Capital, LLC
INCREASED17,14415,730+1,414+9%$5.9M$8.8M+$2.9M2026-11-03
Boothe Investment Group, Inc.
INCREASED17,13815,837+1,301+8%$5.9M$8.8M+$2.9M2026-10-22
Capital Advisors, Ltd. LLC
INCREASED17,10816,579+529+3%$6.2K$8.8K+$2.6K2026-10-27
First Financial Group Corp
DECREASED17,10817,322-214-1%$6.5M$8.8M+$2.3M2026-10-22
Correct Capital Wealth Management
DECREASED17,10817,311-203-1%$6.5M$8.8M+$2.3M2026-11-02
Meridian Management Co
INCREASED17,10416,106+998+6%$6.0M$8.8M+$2.8M2026-11-06
Evermay Wealth Management LLC
INCREASED17,08716,981+106+1%$6.3M$8.8M+$2.4M2026-11-05
Mraz, Amerine & Associates, Inc.
DECREASED17,08617,616-530-3%$6.6M$8.8M+$2.2M2026-10-30
Pflug Koory, LLC
INCREASED17,07316,958+115+1%$6.3M$8.8M+$2.4M2026-10-26
Eley Financial Management, Inc
INCREASED17,02516,936+89+1%$6.3M$8.7M+$2.4M2026-11-03
Altman Advisors, Inc.
DECREASED17,02317,153-130-1%$6.4M$8.7M+$2.3M2026-11-05
Opinicus Capital, Inc.
DECREASED17,00117,420-419-2%$6.5M$8.7M+$2.2M2026-10-28
Shayne & Jacobs, LLC
DECREASED16,99317,405-412-2%$6.5M$8.7M+$2.2M2026-10-21
Iams Wealth Management, LLC
DECREASED16,94317,031-88-1%$6.4M$8.7M+$2.3M2026-10-15
S.A. Mason LLC
INCREASED16,93316,895+38+0%$6.3M$8.7M+$2.4M2026-10-13
Sunpointe, LLC
INCREASED16,90615,565+1,341+9%$5.8M$8.7M+$2.9M2026-10-22
Oak Asset Management, LLC
DECREASED16,89217,130-238-1%$6.4M$8.7M+$2.3M2026-10-13
BridgePort Financial Solutions, LLC
INCREASED16,84414,812+2,032+14%$5.5M$8.6M+$3.1M2026-11-02
R2 Capital Strategies, LLC
INCREASED16,80916,626+183+1%$6.2M$8.6M+$2.4M2026-10-15
Wilkins Investment Counsel Inc
INCREASED16,79016,360+430+3%$6.1M$8.6M+$2.5M2026-11-03
Old Mission Investment Co LLC
DECREASED16,77417,424-650-4%$6.5M$8.6M+$2.1M2026-10-22
Warm Springs Advisors Inc.
INCREASED16,74616,743+3+0%$6.2M$8.6M+$2.3M2026-10-28
Keeler Thomas Management LLC
DECREASED16,72016,794-740%$6.3M$8.6M+$2.3M2026-10-29
Rose Capital Advisors LLC
INCREASED16,7119,253+7,458+81%$3.5M$8.6M+$5.1M2026-11-04
Drystone LLC
INCREASED16,64716,602+45+0%$6.2M$8.5M+$2.3M2026-10-30
Signet Investment Advisory Group, Inc.
INCREASED16,63516,470+165+1%$6.1M$8.5M+$2.4M2026-10-30
HF Advisory Group, LLC
DECREASED16,63317,237-604-3%$6.4M$8.5M+$2.1M2026-10-09
Foster Group, Inc.
INCREASED16,61515,379+1,236+8%$5.7M$8.5M+$2.8M2026-10-13
Darden Wealth Group Inc
DECREASED16,55616,925-369-2%$6.3M$8.5M+$2.2M2026-11-06
Hudson Edge Investment Partners Inc.
NEW16,531—+16,531——$8.5M—2026-10-28
Vann Equity Management LLC
DECREASED16,47817,747-1,269-7%$6.6M$8.5M+$1.8M2026-10-08
Andrew Hill Investment Advisors, Inc.
INCREASED16,4587,515+8,943+119%$2.8M$8.4M+$5.6M2026-10-22
Paragon Private Wealth Management, LLC
DECREASED16,44435,511-19,067-54%$13.2M$8.4M-$4.8M2026-10-20
Avantra Family Wealth, Inc.
INCREASED16,44311,753+4,690+40%$4.4M$8.4M+$4.0M2026-10-20
First Financial Corp
DECREASED16,39416,710-316-2%$6.2M$8.4M+$2.2M2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED16,38717,184-797-5%$6.4M$8.4M+$2.0M2026-10-15
Spectrum Strategic Capital Management, LLC
DECREASED16,38017,182-802-5%$6.4M$8.4M+$2.0M2026-10-22
Boomfish Wealth Group, LLC
DECREASED16,37116,514-143-1%$6.2M$8.4M+$2.2M2026-10-22
Physician Wealth Advisors, Inc.
INCREASED16,35615,262+1,094+7%$5.7M$8.4M+$2.7M2026-10-20
Creative Financial Designs Inc
INCREASED16,34515,805+540+3%$5.9M$8.4M+$2.5M2026-11-04
Greg Jennings, LLC
NEW16,308—+16,308——$8.4M—2026-10-19
McKinney Capital Management, LLC
DECREASED16,30019,266-2,966-15%$7.2M$8.4M+$1.2M2026-11-06
Aspire Private Capital, LLC
INCREASED16,28214,932+1,350+9%$5.6M$8.4M+$2.8M2026-11-05
GenTrust, LLC
INCREASED16,28115,314+967+6%$5.7M$8.4M+$2.6M2026-11-06
Beacon Financial Advisory LLC
INCREASED16,27915,344+935+6%$5.7M$8.3M+$2.6M2026-10-16
First Heartland Consultants, Inc.
INCREASED16,27215,527+745+5%$5.8M$8.3M+$2.6M2026-10-08
Bell & Brown Wealth Advisors, LLC
DECREASED16,25816,535-277-2%$6.2M$8.3M+$2.2M2026-10-16
Collaborative Fund Advisors, LLC
INCREASED16,22312,008+4,215+35%$4.5M$8.3M+$3.8M2026-11-02
Weaver Consulting Group
INCREASED16,21715,979+238+1%$6.0M$8.3M+$2.4M2026-10-07
Finward Bancorp
DECREASED16,19816,834-636-4%$6.3M$8.3M+$2.0M2026-10-14
AlpenGlobal Capital LLC
INCREASED16,19516,155+40+0%$6.0M$8.3M+$2.3M2026-11-06
Union Savings Bank
INCREASED16,18416,107+77+0%$6.0M$8.3M+$2.3M2026-10-14
Wealth Effects LLC
DECREASED16,17917,183-1,004-6%$6.4M$8.3M+$1.9M2026-10-23
Summit Financial Wealth Advisors, LLC
INCREASED16,17915,528+651+4%$5.8M$8.3M+$2.5M2026-10-15
Atticus Wealth Management, LLC
INCREASED16,17114,907+1,264+8%$5.6M$8.3M+$2.7M2026-10-20
W Advisors, LLC
INCREASED16,15416,081+73+0%$6.0M$8.3M+$2.3M2026-11-02
Traphagen Investment Advisors LLC
INCREASED16,04115,594+447+3%$5.8M$8.2M+$2.4M2026-10-14
Semus Wealth Partners LLC
DECREASED16,03916,666-627-4%$6.2M$8.2M+$2.0M2026-10-22
Woodard & Co Asset Management Group Inc
DECREASED15,96816,215-247-2%$6.0M$8.2M+$2.1M2026-11-03
Jones Kertz & Associates, Inc.
UNCHANGED15,96715,96700%$6.0M$8.2M+$2.2M2026-10-28
Commonwealth Financial Services, LLC
DECREASED15,94820,595-4,647-23%$6.4M$8.2M+$1.8M2026-10-20
GFG Capital, LLC
DECREASED15,94516,848-903-5%$6.3M$8.2M+$1.9M2026-10-16
Bluesphere Advisors LLC
INCREASED15,94115,610+331+2%$5.8M$8.2M+$2.4M2026-10-19
Asahi Life Asset Management Co., Ltd.
DECREASED15,90320,148-4,245-21%$7.5M$8.2M+$641.0K2026-11-06
Dickmeyer Boyce Financial Management, Inc.
INCREASED15,90115,818+83+1%$5.9M$8.2M+$2.3M2026-10-08
StoneRidge PMG Advisors, LLC
NEW15,877—+15,877——$8.1K—2026-11-04
Bank & Trust Co
DECREASED15,87516,046-171-1%$6.0M$8.1M+$2.2M2026-10-07
McGlone Suttner Wealth Management, Inc.
DECREASED15,84316,315-472-3%$6.1M$8.1M+$2.0M2026-10-13
Essex LLC
INCREASED15,83015,283+547+4%$5.7M$8.1M+$2.4M2026-10-14
TFC Financial Management, Inc.
INCREASED15,81715,703+114+1%$5.9M$8.1M+$2.3M2026-10-26
Legal Advantage Investments, Inc.
DECREASED15,80717,207-1,400-8%$6.4M$8.1M+$1.7M2026-10-13
JSF Financial, LLC
INCREASED15,80315,472+331+2%$5.8M$8.1M+$2.3M2026-10-22
C2c Wealth Management, LLC
UNCHANGED15,78815,78800%$5.9M$8.1M+$2.2M2026-10-20
InvesTrust
DECREASED15,77018,109-2,339-13%$6.8M$8.1M+$1.3M2026-10-14
Variant Private Wealth, LLC
INCREASED15,75715,389+368+2%$5.7M$8.1M+$2.3M2026-10-21
Core Wealth Partners LLC
DECREASED15,73315,768-350%$5.9M$8.1M+$2.2M2026-11-02
Summit Place Financial Advisors, LLC
DECREASED15,71916,800-1,081-6%$6.3M$8.1M+$1.8M2026-10-23
Silphium Asset Management Ltd
INCREASED15,71014,955+755+5%$5.6M$8.1M+$2.5M2026-10-27
Graphene Investments SAS
DECREASED15,70018,800-3,100-16%$7.0M$8.1M+$1.0M2026-10-22
Dilation Capital Management LP
NEW15,685—+15,685——$8.0M—2026-10-13
Saybrook Capital
DECREASED15,66015,670-100%$5.8M$8.0M+$2.2M2026-10-27
Jacobsen Capital Management
INCREASED15,61715,561+56+0%$5.8M$8.0M+$2.2M2026-10-27
Manske Wealth Management
DECREASED15,53016,101-571-4%$6.0M$8.0M+$2.0M2026-10-26
Eagle Strategies LLC
DECREASED15,51515,752-237-1%$5.9M$8.0M+$2.1M2026-10-16
Affinity Capital Advisors, LLC
INCREASED15,51314,462+1,051+7%$5.6M$8.3M+$2.7M2026-10-13
SC&H Financial Advisors, Inc.
DECREASED15,49815,538-400%$5.8M$7.9M+$2.2M2026-10-14
Legacy CG, LLC
DECREASED15,49117,172-1,681-10%$6.4M$7.9M+$1.5M2026-10-30
ROI Financial Advisors, LLC
DECREASED15,48615,764-278-2%$5.9M$7.9M+$2.1M2026-10-19
RED Lighthouse Investment Management, LLC
INCREASED15,48515,420+65+0%$5.8M$7.9M+$2.2M2026-11-02
Hager Investment Management Services, LLC
DECREASED15,47217,677-2,205-12%$6.6M$7.9M+$1.3M2026-11-04
Cornerstone Planning, LLC
INCREASED15,47115,405+66+0%$5.8M$6.4M+$605.6K2026-10-27
Purus Wealth Management, LLC
INCREASED15,46615,273+193+1%$5.7M$7.9M+$2.2M2026-10-15
Dagco, Inc.
INCREASED15,45215,361+91+1%$5.7M$7.9M+$2.2M2026-10-20
Certified Advisory Corp
DECREASED15,45015,580-130-1%$5.8M$7.9M+$2.1M2026-10-29
Next Level Private LLC
INCREASED15,44513,454+1,991+15%$5.0M$7.9M+$2.9M2026-10-20
Home Federal Bank of Tennessee
DECREASED15,43915,557-118-1%$5.8M$7.9M+$2.1M2026-10-15
Ullmann Wealth Partners Group, LLC
INCREASED15,42113,662+1,759+13%$5.1M$7.9M+$2.8M2026-11-02
Sage Rhino Capital LLC
DECREASED15,40915,414-50%$5.7M$7.9M+$2.2M2026-10-28
PW Nova Financial Services LLC
DECREASED15,40816,664-1,256-8%$6.2M$7.9M+$1.7M2026-10-15
Strong Retirement Solutions LLC
DECREASED15,40519,959-4,554-23%$7.4M$7.9M+$456.1K2026-10-07
Vertrix Wealth Management, LLC
DECREASED15,40015,873-473-3%$5.9M$7.9M+$2.0M2026-10-13
Novem Group
DECREASED15,39217,333-1,941-11%$6.5M$7.9M+$1.4M2026-10-19
American State Bank (Iowa)
INCREASED15,37715,196+181+1%$5.7M$7.9M+$2.2M2026-11-03
TSG Advice Partners, LLC
NEW15,358—+15,358——$5.7M—2026-10-29
Ebert Capital Management Inc.
DECREASED15,30815,425-117-1%$5.8M$7.9M+$2.1M2026-10-08
CFS Investment Advisory Services, LLC
INCREASED15,28914,685+604+4%$5.7M$8.1M+$2.4M2026-10-19
Elco Management Co., LLC
INCREASED15,27415,003+271+2%$5.6M$7.8M+$2.2M2026-10-14
Ridgecrest Wealth Partners, LLC
INCREASED15,23015,127+103+1%$5.6M$7.8M+$2.2M2026-10-19
Riversedge Advisors, LLC
INCREASED15,14212,697+2,445+19%$4.7M$7.8M+$3.0M2026-10-09
waypoint wealth counsel
INCREASED15,13214,395+737+5%$5.4M$7.8M+$2.4M2026-10-22
Brown University
NEW15,122—+15,122——$7.8M—2026-11-05
Kercheville Advisors, LLC
INCREASED15,11912,294+2,825+23%$4.6M$7.8M+$3.2M2026-10-19
WT Wealth Management
DECREASED15,09115,582-491-3%$5.8M$7.7M+$1.9M2026-10-13
Paradigm Asset Management Co LLC
DECREASED15,05016,050-1,000-6%$6.0M$7.7M+$1.7M2026-11-05
Integris Wealth Management, LLC
INCREASED15,01714,232+785+6%$5.3M$7.7M+$2.4M2026-10-14
Juno Financial Group LLC
INCREASED15,00914,775+234+2%$5.5M$7.7M+$2.2M2026-10-27
Mitchell & Pahl Private Wealth, LLC
INCREASED14,96914,770+199+1%$5.5M$7.7M+$2.2M2026-10-14
Clarus Group, Inc.
DECREASED14,93615,125-189-1%$5.6M$7.7M+$2.0M2026-10-21
G&S Capital LLC
DECREASED14,93415,319-385-3%$5.7M$7.7M+$1.9M2026-10-23
Prevail Innovative Wealth Advisors, LLC
INCREASED14,9165,645+9,271+164%$2.1M$7.9M+$5.8M2026-10-20
MFA Wealth Advisors, LLC
DECREASED14,90515,300-395-3%$5.7M$7.6M+$1.9M2026-10-07
Capital Advantage, Inc.
INCREASED14,87114,843+28+0%$5.5M$7.6M+$2.1M2026-10-14
Barr E S & Co
INCREASED14,86914,144+725+5%$5.3M$7.6M+$2.4M2026-11-06
Guardian Asset Advisors, LLC
DECREASED14,85615,019-163-1%$5.6M$7.6M+$2.0M2026-10-16
Rahlfs Capital, LLC
INCREASED14,81213,765+1,047+8%$5.1M$7.6M+$2.5M2026-10-23
Investors Asset Management of Georgia Inc
DECREASED14,77514,800-250%$5.5M$7.6M+$2.1M2026-10-20
Citadel Investment Advisory, Inc.
INCREASED14,77414,568+206+1%$5.4M$7.6M+$2.1M2026-10-15
Gemmer Asset Management LLC
INCREASED14,77214,514+258+2%$5.4M$7.6M+$2.2M2026-10-16
Brian LOW Financial Group, LLC
DECREASED14,74616,881-2,135-13%$6.3M$7.6M+$1.3M2026-10-28
AGP Franklin, LLC
DECREASED14,74114,970-229-2%$5.6M$7.6M+$2.0M2026-11-04
First United Bank & Trust
DECREASED14,71315,015-302-2%$5.6M$7.5M+$1.9M2026-10-22
Lewis Asset Management, LLC
DECREASED14,71214,864-152-1%$5.5M$7.5M+$2.0M2026-10-14
J. Derek Lewis & Associates Inc.
INCREASED14,71014,689+21+0%$5.5M$7.5M+$2.1M2026-11-03
Steele Capital Management, Inc.
DECREASED14,69914,721-220%$5.5M$7.5M+$2.0M2026-11-02
MW Advisory, LLC
DECREASED14,66521,088-6,423-30%$7.9M$7.5M-$344.3K2026-10-19
PCA Investment Advisory Services Inc.
INCREASED14,64814,267+381+3%$5.3M$7.5M+$2.2M2026-10-13
Werlinich Asset Management, LLC
INCREASED14,63514,630+5+0%$5.5M$7.5M+$2.0M2026-10-09
Values Added Financial LLC
INCREASED14,61314,431+182+1%$5.4M$7.5M+$2.1M2026-10-28
Insight Advisors, LLC/ PA
DECREASED14,59315,706-1,113-7%$5.9M$7.5M+$1.6M2026-10-22
William Allan Corp
INCREASED14,57414,571+3+0%$5.4M$7.5M+$2.0M2026-10-14
Investment Research Partners LLC
INCREASED14,50314,078+425+3%$5.3M$7.4M+$2.2M2026-10-19
SkyOak Wealth, LLC
DECREASED14,48214,876-394-3%$5.5M$7.4M+$1.9M2026-10-28
Pathway Financial Advisers, LLC
INCREASED14,48013,512+968+7%$5.0M$7.4M+$2.4M2026-10-27
Essex Investment Management Co LLC
DECREASED14,46915,714-1,245-8%$5.9M$7.4M+$1.6M2026-10-19
Madden Securities Corp
DECREASED14,44014,992-552-4%$5.6M$7.4M+$1.8M2026-10-27
Lodestone Wealth Management LLC
INCREASED14,43413,317+1,117+8%$5.0M$7.4M+$2.4M2026-10-14
Crystal Rock Capital Management
UNCHANGED14,41514,41500%$5.4M$7.4M+$2.0M2026-10-28
StoneCrest Wealth Management, Inc.
DECREASED14,41414,457-430%$5.4M$7.4M+$2.0M2026-11-03
Raub Brock Capital Management LP
DECREASED14,40927,958-13,549-48%$10.4M$7.4M-$3.0M2026-10-21
Oak Grove Capital LLC
INCREASED14,40612,689+1,717+14%$4.7M$7.4M+$2.7M2026-10-09
Kennebec Savings Bank
INCREASED14,37314,226+147+1%$5.3M$7.4M+$2.1M2026-10-22
WD Rutherford LLC
DECREASED14,34615,230-884-6%$5.7M$7.4M+$1.7M2026-10-26
Altus Wealth Group LLC
DECREASED14,34515,321-976-6%$5.7M$7.4M+$1.6M2026-10-20
Matisse Capital
INCREASED14,34013,588+752+6%$5.1M$7.4M+$2.3M2026-10-29
Compass Ion Advisors, LLC
INCREASED14,33113,264+1,067+8%$4.9M$7.4M+$2.4M2026-10-23
Invera Wealth Advisors, LLC
INCREASED14,32113,984+337+2%$5.2M$7.3M+$2.1M2026-10-28
SLT Holdings LLC
INCREASED14,31311,783+2,530+21%$4.4M$7.3M+$2.9M2026-10-15
Robbins Farley
DECREASED14,30717,127-2,820-16%$6.4M$7.3M+$949.3K2026-10-21
55 North Private Wealth, LLC
INCREASED14,30712,379+1,928+16%$4.6M$7.3M+$2.7M2026-10-20
Harvey Investment Co LLC
DECREASED14,28514,480-195-1%$5.4M$7.3K-$5.4M2026-10-20
Trueblood Wealth Management, LLC
DECREASED14,27114,875-604-4%$5.5M$7.3M+$1.8M2026-10-23
Sweeney & Michel, LLC
DECREASED14,23315,027-794-5%$7.5M$7.3M-$213.6K2026-10-16
Precedent Wealth Partners, LLC
INCREASED14,23013,221+1,009+8%$4.9M$7.3M+$2.4M2026-10-21
NBH Bank
INCREASED14,21614,087+129+1%$5.3M$7.3M+$2.0M2026-11-05
Bond & Devick Financial Network, Inc.
DECREASED14,20814,282-74-1%$5.3M$7.3M+$2.0M2026-10-23
Crusonia Wealth Advisors LLC
INCREASED14,18613,618+568+4%$5.1M$7.3M+$2.2M2026-10-26
Clean Yield Group
UNCHANGED14,17314,17300%$5.3M$7.3M+$2.0M2026-10-28
Traveka Wealth, LLC
INCREASED14,16912,653+1,516+12%$4.7M$7.3M+$2.5M2026-10-19
EdgeRock Capital LLC
INCREASED14,16413,406+758+6%$5.0M$7.3M+$2.3M2026-11-03
Rockport Wealth LLC
INCREASED14,16114,149+12+0%$5.3M$7.3M+$2.0M2026-11-03
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED14,15714,298-141-1%$5.3M$7.3M+$1.9M2026-10-29
Lee Financial Co
INCREASED14,15013,998+152+1%$5.2M$7.3M+$2.0M2026-10-16
Orrstown Financial Services Inc
DECREASED14,14914,216-670%$5.3M$7.3M+$2.0M2026-10-14
Sitrin Capital Management LLC
DECREASED14,14514,424-279-2%$5.4M$7.3M+$1.9M2026-10-19
New England Research & Management, Inc.
DECREASED14,13415,927-1,793-11%$5.9M$7.2M+$1.3M2026-10-16
Roxbury Financial LLC
INCREASED14,12114,002+119+1%$5.2M$7.2M+$2.0M2026-10-01
Shoker Investment Counsel, Inc.
DECREASED14,11814,512-394-3%$5.4M$7.2M+$1.8M2026-11-04
Global Assets Advisory, LLC
DECREASED14,09614,395-299-2%$5.6M$7.4M+$1.8M2026-10-28
Exane Asset Management
NEW14,064—+14,064——$8.2M—2026-10-22
Fruth Investment Management
DECREASED14,06214,342-280-2%$5.3K$7.2K+$1.9K2026-10-13
High Net Worth Advisory Group LLC
INCREASED14,05113,851+200+1%$5.2M$7.2M+$2.0M2026-10-26
Clay Northam Wealth Management, LLC
DECREASED14,03614,203-167-1%$5.3M$7.2M+$1.9M2026-10-13
Coston, McIsaac & Partners
INCREASED14,0269,501+4,525+48%$3.5M$7.2M+$3.7M2026-11-06
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED14,00016,788-2,788-17%$6.6M$7.2M+$545.3K2026-11-04
Bretton Capital Management, LLC
UNCHANGED14,00014,00000%$5.2M$7.2M+$2.0M2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED13,99914,544-545-4%$5.4M$7.2K-$5.4M2026-10-14
Artemis Wealth Advisors, LLC
INCREASED13,9925,878+8,114+138%$2.2M$7.2M+$5.0M2026-11-05
Finivi Inc.
INCREASED13,95013,677+273+2%$5.1M$7.2M+$2.1M2026-10-13
Reliant Investment Management, LLC
INCREASED13,9482,933+11,015+376%$1.1M$7.2M+$6.1M2026-10-14
Avalon Capital Management
INCREASED13,94313,901+42+0%$5.2M$7.2M+$2.0M2026-11-04
Butensky & Cohen Financial Security, Inc
DECREASED13,92813,991-630%$5.2M$7.1M+$1.9M2026-10-13
Trust Co
DECREASED13,91414,607-693-5%$5.4M$7.1M+$1.7M2026-10-09
Montz Harcus Wealth Management LLC
INCREASED13,90313,866+37+0%$5.2M$7.1M+$2.0M2026-10-09
Realta Investment Advisors
DECREASED13,88113,954-73-1%$5.2M$7.1M+$1.9M2026-10-14
Sanders Morris Harris LLC
INCREASED13,8744,888+8,986+184%$1.8M$7.1M+$5.3M2026-10-14
Reik & Co., LLC
DECREASED13,86314,213-350-2%$5.3M$7.1M+$1.8M2026-10-27
Sustainable Insight Capital Management, LLC
DECREASED13,85714,497-640-4%$5.4M$7.1M+$1.7M2026-11-06
Montchanin Asset Management, LLC
INCREASED13,85013,844+6+0%$5.2M$7.1K-$5.2M2026-11-02
Investment Partners Asset Management, Inc.
DECREASED13,83514,060-225-2%$5.2M$7.1M+$1.9M2026-10-09
Wealth Analytics Partners, LLC
DECREASED13,82513,843-180%$5.3M$7.1M+$1.8M2026-10-19
Register Financial Advisors LLC
INCREASED13,78913,721+68+1%$5.1M$7.1M+$2.0M2026-10-23
LifeSteps Financial, Inc.
DECREASED13,75014,179-429-3%$5.3M$7.1M+$1.8M2026-10-15
Matauro, LLC
INCREASED13,74811,532+2,216+19%$4.3M$7.1M+$2.7M2026-11-03
Vaquero Private Wealth, LTD
DECREASED13,74214,106-364-3%$5.3M$7.0M+$1.8M2026-10-27
Tilia Fiduciary Partners, Inc.
DECREASED13,74213,794-520%$5.1M$7.0M+$1.9M2026-10-09
Terra Nova Asset Management LLC
INCREASED13,70413,451+253+2%$5.0M$7.0M+$2.0M2026-10-13
Wasatch Advisors LP
DECREASED13,70115,027-1,326-9%$5.6M$7.0M+$1.4M2026-10-13
Applied Capital LLC
DECREASED13,69013,691-10%$5.1M$7.0M+$1.9M2026-10-07
Whelan Financial
INCREASED13,65812,341+1,317+11%$4.6M$7.0M+$2.4M2026-10-28
Kampmann Melissa S.
INCREASED13,65513,457+198+1%$5.0M$7.0M+$2.0M2026-10-28
Alpine Bank Wealth Management
DECREASED13,63713,948-311-2%$5.2M$7.0M+$1.8M2026-10-16
Jeppson Wealth Management, LLC
DECREASED13,61313,958-345-2%$5.2M$7.0M+$1.8M2026-10-20
Davidson Capital Management Inc.
INCREASED13,61213,329+283+2%$5.0M$7.0M+$2.0M2026-10-15
Winthrop Capital Management, LLC
INCREASED13,59113,588+3+0%$5.1M$7.0M+$1.9M2026-11-05
Thrive Capital Management, LLC
INCREASED13,58213,477+105+1%$5.0M$7.0M+$1.9M2026-10-28
Crescent Grove Advisors, LLC
DECREASED13,57213,769-197-1%$5.1M$7.0M+$1.8M2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED13,54713,082+465+4%$4.9M$6.9M+$2.1M2026-10-13
Meridian Financial Partners LLC
DECREASED13,54513,776-231-2%$5.5M$7.3M+$1.9M2026-10-23
Granite Group Advisors, LLC
DECREASED13,52715,558-2,031-13%$5.8M$6.9M+$1.1M2026-10-14
W.H. Cornerstone Investments Inc.
DECREASED13,52213,693-171-1%$5.1M$6.9M+$1.8M2026-11-03
Fiduciary Financial Group, LLC
DECREASED13,50213,587-85-1%$5.1M$6.9M+$1.9M2026-10-13
Chapman Financial Group, LLC
DECREASED13,49713,814-317-2%$5.2M$6.9M+$1.8M2026-10-26
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED13,48613,485+1+0%$5.0M$6.9M+$1.9M2026-10-15
Sheets Smith Wealth Management
DECREASED13,47615,023-1,547-10%$5.6M$6.9M+$1.3M2026-10-16
Gradient Capital Advisors, LLC
DECREASED13,46213,695-233-2%$5.1M$6.9M+$1.8M2026-10-21
Center For Asset Management LLC
INCREASED13,41112,500+911+7%$4.7M$6.9M+$2.2M2026-10-16
Pinion Investment Advisors, LLC
DECREASED13,41013,714-304-2%$5.1M$6.9M+$1.8M2026-11-04
Lighthouse Financial Services Inc
DECREASED13,40613,520-114-1%$5.2M$6.9M+$1.7M2026-11-02
Putney Financial Group LLC
DECREASED13,39714,029-632-4%$5.2M$6.9M+$1.6M2026-10-30
Investment Management Trust, LLC
INCREASED13,39112,957+434+3%$4.8M$6.9M+$2.0M2026-11-05
Ahara Advisors LLC
INCREASED13,38911,436+1,953+17%$4.3M$6.9M+$2.6M2026-10-29
Watchman Group, Inc.
DECREASED13,38913,547-158-1%$5.1M$6.9M+$1.8M2026-10-16
Ascentis Wealth Management, LLC
INCREASED13,37810,941+2,437+22%$4.1M$6.9M+$2.8M2026-11-03
Veracity Capital LLC
INCREASED13,37310,658+2,715+25%$4.0M$6.9M+$2.9M2026-10-08
Blue Square Asset Management, LLC
DECREASED13,35213,944-592-4%$5.2M$6.8M+$1.6M2026-11-02
Elevation Wealth Management LLC
INCREASED13,34911,921+1,428+12%$4.4M$6.8M+$2.4M2026-11-02
Goldstein Advisors, LLC
INCREASED13,34212,107+1,235+10%$4.5M$6.8M+$2.3M2026-10-15
Garrison Bradford & Associates Inc
DECREASED13,30913,891-582-4%$5.2M$6.8M+$1.6M2026-10-27
Grange Capital, LLC
INCREASED13,2818,472+4,809+57%$3.2M$6.8M+$3.7M2026-10-20
Scott Capital Advisors, LLC
DECREASED13,28013,659-379-3%$5.1M$7.0M+$1.9M2026-10-13
Northern Financial Advisors Inc
INCREASED13,26812,822+446+3%$4.8M$6.8M+$2.0M2026-10-29
Powers Advisory Group, LLC
DECREASED13,23514,098-863-6%$5.3M$6.8M+$1.5M2026-10-14
Pilgrim Partners Asia Pte Ltd
DECREASED13,23014,160-930-7%$5.3M$6.8M+$1.5M2026-10-29
Blue Line Capital, LLC / IL
INCREASED13,21112,304+907+7%$4.6M$6.8M+$2.2M2026-11-04
Advisory Solutions Group, LLC
INCREASED13,2097,841+5,368+68%$2.9M$6.8M+$3.9M2026-10-14
McLean Asset Management Corp
INCREASED13,20413,125+79+1%$6.1M$7.1M+$977.0K2026-11-06
Westco Advisory Services Inc
DECREASED13,19813,231-330%$4.9M$6.8M+$1.8M2026-10-14
Uhlmann Price Securities, LLC
INCREASED13,18610,353+2,833+27%$3.9M$6.8M+$2.9M2026-11-03
Compass Wealth Management LLC
DECREASED13,16913,195-260%$4.9M$6.8M+$1.8M2026-10-22
Wiregrass Investment Management LLC
DECREASED13,16413,206-420%$4.9M$6.8M+$1.8M2026-11-05
Investors Research Corp
DECREASED13,08813,441-353-3%$5.0M$6.7M+$1.7M2026-10-07
Rothwell Investment Advisors, LLC
NEW13,060—+13,060——$6.7M—2026-11-06
South Shore Capital Advisors
INCREASED13,03512,259+776+6%$4.6M$6.7M+$2.1M2026-10-20
Millennium Capital Advisors, LLC
DECREASED13,03213,071-390%$4.9M$6.7M+$1.8M2026-10-16
KTF Investments, LLC
DECREASED13,01415,236-2,222-15%$5.7M$6.7M+$991.6K2026-10-23
Shum Financial Group, Inc.
INCREASED13,01112,956+55+0%$4.8M$6.7M+$1.8M2026-10-13
Harfst & Associates, Inc.
INCREASED12,96912,409+560+5%$4.6M$6.7M+$2.0M2026-10-20
Barings LLC
INCREASED12,95812,119+839+7%$4.5M$6.6M+$2.1M2026-10-22
Greenup Street Wealth Management LLC
DECREASED12,95525,291-12,336-49%$9.4M$6.6M-$2.8M2026-10-28
Capital Management Associates, Inc
DECREASED12,93613,123-187-1%$4.9M$6.6M+$1.7M2026-10-20
Platt Wealth Management LLC
DECREASED12,92913,032-103-1%$4.9M$6.6K-$4.9M2026-11-04
Forza Wealth Management, LLC
INCREASED12,92812,100+828+7%$4.5M$6.6M+$2.1M2026-10-20
Hamilton Capital, LLC
INCREASED12,92812,808+120+1%$4.8M$6.6M+$1.9M2026-10-08
Wernau Asset Management Inc.
INCREASED12,92412,915+9+0%$4.8M$6.6M+$1.8M2026-10-19
Proathlete Wealth Management LLC
INCREASED12,89711,182+1,715+15%$4.2M$6.6M+$2.4M2026-10-15
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED12,88816,972-4,084-24%$6.3M$6.6M+$279.3K2026-10-14
Virginia Wealth Management Group, Inc.
INCREASED12,83012,797+33+0%$4.8M$6.6M+$1.8M2026-10-14
Montgomery Investment Management Inc
INCREASED12,82812,677+151+1%$4.7M$6.6M+$1.9M2026-10-26
Werba Rubin Papier Wealth Management
DECREASED12,82012,982-162-1%$4.8M$6.6M+$1.7M2026-11-06
WealthBridge Capital Management, LLC
DECREASED12,79113,263-472-4%$4.9M$6.6M+$1.6M2026-10-16
Gilman Hill Asset Management, LLC
DECREASED12,76214,115-1,353-10%$5.3M$6.5M+$1.3M2026-10-13
Main Street Group, LTD
DECREASED12,74622,468-9,722-43%$8.4M$6.5M-$1.8M2026-10-28
Abound Wealth Management
INCREASED12,73311,734+999+9%$4.4M$6.5M+$2.2M2026-10-26
International Private Wealth Advisors LLC
INCREASED12,72511,766+959+8%$4.4M$6.5M+$2.1M2026-11-05
RW Investment Management LLC
INCREASED12,71812,251+467+4%$4.6M$6.5M+$2.0M2026-11-03
Deane Retirement Strategies, Inc.
DECREASED12,70312,790-87-1%$4.8M$6.5M+$1.7M2026-10-09
Absolute Capital Management, LLC
INCREASED12,7005,100+7,600+149%$1.9M$6.5M+$4.6M2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED12,68412,014+670+6%$4.5M$6.5M+$2.0M2026-10-20
Wagner Wealth Management, LLC
INCREASED12,67912,175+504+4%$4.5M$6.5M+$2.0M2026-10-21
Western Pacific Wealth Management, LP
DECREASED12,67613,102-426-3%$4.9M$6.5M+$1.6M2026-10-16
Ironwood Financial, llc
DECREASED12,66612,714-480%$5.0M$6.5M+$1.5M2026-10-20
Activest Wealth Management
INCREASED12,64412,034+610+5%$4.5M$6.5M+$2.0M2026-10-15
Berman McAleer LLC
DECREASED12,63212,806-174-1%$4.8M$6.5M+$1.7M2026-10-16
Wedgewood Investors Inc
INCREASED12,62312,513+110+1%$4.7M$6.5M+$1.8M2026-10-28
Rakuten Securities, Inc.
DECREASED12,61234,013-21,401-63%$12.7M$6.5M-$6.2M2026-11-02
Blue Bell Private Wealth Management, LLC
INCREASED12,60911,808+801+7%$4.4M$6.5M+$2.1M2026-10-29
Orser Capital Management, LLC
DECREASED12,58712,596-90%$4.7M$6.5M+$1.8M2026-10-13
Fjell Capital, LLC
INCREASED12,56912,219+350+3%$4.6M$6.4M+$1.9M2026-10-13
Fairfield Financial Advisors, LTD
DECREASED12,56213,040-478-4%$4.9M$6.4M+$1.6M2026-10-14
Altura Wealth Advisors Inc.
INCREASED12,56012,078+482+4%$4.5M$6.4M+$1.9M2026-10-22
Brookmont Capital Management
INCREASED12,55812,387+171+1%$4.6M$6.4M+$1.8M2026-10-23
Capstone Wealth Management Group, LLC
INCREASED12,5525,103+7,449+146%$1.9M$6.5M+$4.6M2026-11-05
Lebenthal Global Advisors, LLC
DECREASED12,55013,148-598-5%$4.9M$6.4M+$1.5M2026-10-28
Peddock Capital Advisors, LLC
DECREASED12,53712,639-102-1%$4.7M$6.4M+$1.7M2026-10-16
Alchemi Wealth, LLC
DECREASED12,52812,564-360%$4.7M$6.4M+$1.7M2026-11-04
Fortis Group Advisors, LLC
INCREASED12,52411,431+1,093+10%$4.3M$6.5M+$2.3M2026-11-06
Bria Capital Group, LLC
DECREASED12,49715,967-3,470-22%$6.0M$6.4M+$453.7K2026-10-22
RIA Advisory Group LLC
DECREASED12,48418,842-6,358-34%$7.0M$6.4M-$625.5K2026-10-15
Wolff Wiese Magana LLC
INCREASED12,47612,195+281+2%$4.5M$6.4M+$1.9M2026-10-15
Pinnacle Wealth Management Group, Inc.
DECREASED12,46412,587-123-1%$4.7M$6.4M+$1.7M2026-10-15
Transcendent Capital Group LLC
DECREASED12,45016,156-3,706-23%$6.0M$6.4M+$358.9K2026-10-28
Strengthening Families & Communities, LLC
DECREASED12,43012,461-310%$4.6M$6.4M+$1.7M2026-10-21
Roof Eidam Maycock Peralta, LLC
INCREASED12,41112,265+146+1%$4.6M$6.4M+$1.8M2026-10-15
Southland Equity Partners LLC
INCREASED12,40212,256+146+1%$4.6M$6.4M+$1.8M2026-10-14
Landaas & Co
DECREASED12,39912,850-451-4%$4.8M$6.4M+$1.6M2026-10-29
Etesian Wealth Advisors, Inc.
DECREASED12,36412,439-75-1%$4.6M$6.3M+$1.7M2026-10-27
Xxec, Inc.
DECREASED12,324140,205-127,881-91%$56.9M$6.3M-$50.5M2026-11-05
Walker Asset Management, LLC
INCREASED12,32412,227+97+1%$4.6M$6.3M+$1.8M2026-10-13
Lattice Capital Management, LLC
UNCHANGED12,30012,30000%$4.6M$6.3M+$1.7M2026-11-03
Heritage Family Offices, LLP
INCREASED12,28511,842+443+4%$4.4M$6.3M+$1.9M2026-11-02
E&G Advisors, LLC
DECREASED12,26412,294-300%$4.6M$6.3M+$1.7M2026-10-13
Signature Wealth Management Partners, LLC
DECREASED12,23212,291-590%$4.6M$6.3M+$1.7M2026-10-21
Lighthouse Financial LLC
INCREASED12,20110,146+2,055+20%$3.8M$6.3M+$2.5M2026-10-23
Rydar Equities, Inc.
INCREASED12,19912,135+64+1%$4.8M$6.5M+$1.7M2026-10-13
Diversified Management Inc
INCREASED12,1949,768+2,426+25%$3.6M$6.3M+$2.6M2026-10-08
PUREfi Wealth, LLC
DECREASED12,16412,692-528-4%$4.7M$6.2M+$1.5M2026-10-19
Manchester Financial Inc
INCREASED12,15312,143+10+0%$4.5M$6.2M+$1.7M2026-10-15
Viewpoint Investment Partners Corp
INCREASED12,15110,704+1,447+14%$4.2M$6.7M+$2.5M2026-10-26
William John Sempolinski
DECREASED12,10613,338-1,232-9%$5.0M$6.2M+$1.2M2026-10-20
Spartan Planning & Wealth Management
NEW12,105—+12,105——$6.2M—2026-10-13
Hudock, Inc.
DECREASED12,08112,548-467-4%$4.7M$6.2M+$1.5M2026-10-14
Bingham Private Wealth, LLC
DECREASED12,08112,508-427-3%$4.7M$6.2M+$1.5M2026-11-05
Amplius Wealth Advisors, LLC
INCREASED12,0568,583+3,473+40%$3.2M$6.2M+$3.0M2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED12,0498,915+3,134+35%$3.3M$6.2M+$2.9M2026-10-26
Independent Wealth Network Inc.
DECREASED12,03912,347-308-2%$4.6M$6.2M+$1.6M2026-10-19
Bluedoor Private Wealth, LLC
INCREASED12,02811,829+199+2%$4.4M$6.2M+$1.8M2026-11-05
Arlington Trust Co LLC
INCREASED12,0107,547+4,463+59%$2.8M$6.2M+$3.3M2026-10-20
Insight Inv LLC
INCREASED11,97511,286+689+6%$4.2M$6.1M+$1.9M2026-10-27
Commons Capital, LLC
DECREASED11,97212,355-383-3%$4.6M$6.1M+$1.5M2026-11-05
Tounjian Advisory Partners, LLC
DECREASED11,96113,120-1,159-9%$4.9M$6.1M+$1.2M2026-11-04
Jm2 Capital Inc.
DECREASED11,96012,090-130-1%$4.5M$6.1M+$1.6M2026-10-14
One Day In July LLC
DECREASED11,88911,932-430%$4.5M$6.1M+$1.6M2026-10-30
Midwest Financial Partners Investments, Inc.
DECREASED11,87311,942-69-1%$4.5M$6.1M+$1.6M2026-10-08
Silver Lake Advisory, LLC
INCREASED11,86011,849+11+0%$4.4M$6.1M+$1.7M2026-10-22
Clearwater Capital Advisors, LLC
DECREASED11,85114,999-3,148-21%$5.6M$6.1M+$483.2K2026-11-06
CrossGen Wealth, LLC
INCREASED11,81011,698+112+1%$4.4M$6.1M+$1.7M2026-10-30
State of Wyoming
DECREASED11,75330,409-18,656-61%$11.3M$6.0M-$5.3M2026-10-28
Advisors Management Group Inc
DECREASED11,74711,811-64-1%$4.4M$6.0K-$4.4M2026-11-05
Rooted Wealth Advisors, Inc.
UNCHANGED11,74511,74500%$4.4M$4.4M$02026-11-03
Ellis Investment Partners, LLC
INCREASED11,70311,158+545+5%$4.2M$6.0M+$1.8M2026-10-21
CWC Advisors, Llc.
INCREASED11,6907,657+4,033+53%$2.9M$6.0M+$3.1M2026-10-15
Index Fund Advisors, Inc.
DECREASED11,67312,826-1,153-9%$4.8M$6.0M+$1.2M2026-11-05
Northwest Wealth Advisors, LLC
DECREASED11,67011,673-30%$4.4M$6.0M+$1.6M2026-11-02
Herbst Group, LLC
DECREASED11,66511,980-315-3%$4.5M$6.0M+$1.5M2026-10-20
West Paces Advisors Inc.
INCREASED11,66311,344+319+3%$4.2M$6.0M+$1.8M2026-10-13
InTrack Investment Management Inc
DECREASED11,61514,317-2,702-19%$5.3M$6.0M+$616.8K2026-10-15
Hill Island Financial LLC
INCREASED11,60211,016+586+5%$4.1M$6.0M+$1.8M2026-10-20
William Mack & Associates, Inc.
INCREASED11,60111,511+90+1%$4.3M$5.9M+$1.7M2026-10-27
Enclave Advisors LLC
DECREASED11,57815,934-4,356-27%$5.9M$5.9M-$5.4K2026-10-14
PKS Advisory Services, LLC
UNCHANGED11,57211,57200%$4.3M$4.3M$02026-10-26
Successful Portfolios LLC
DECREASED11,57011,572-20%$4.5M$6.1M+$1.6M2026-10-09
Samalin Investment Counsel, LLC
DECREASED11,56412,262-698-6%$4.6M$5.9M+$1.4M2026-10-23
LifeGoal Investments, LLC
INCREASED11,5544,568+6,986+153%$1.7M$5.9M+$4.2M2026-10-09
Atala Financial Inc
INCREASED11,54910,016+1,533+15%$3.7M$5.9M+$2.2M2026-10-22
Cahaba Wealth Management, Inc.
INCREASED11,54911,195+354+3%$4.2M$5.9M+$1.7M2026-10-26
Crescent Sterling, Ltd.
DECREASED11,53811,584-460%$4.3M$5.9M+$1.6M2026-10-16
Sicart Associates LLC
INCREASED11,52711,469+58+1%$4.3M$6.1M+$1.8M2026-10-29
Optimas Capital Ltd
INCREASED11,5207,880+3,640+46%$2.9M$5.9M+$3.0M2026-11-03
Hubbell Strickland Wealth Management, LLC
DECREASED11,50911,516-70%$4.3M$5.9M+$1.6M2026-10-29
Rational Advisors, Inc.
INCREASED11,5064,806+6,700+139%$1.8M$5.9M+$4.1M2026-11-02
Point Windward Advisors Inc.
INCREASED11,50511,459+46+0%$4.3M$5.9M+$1.6M2026-11-06
Brady Martz Wealth Solutions, LLC
INCREASED11,48410,451+1,033+10%$3.9M$5.9M+$2.0M2026-11-05
Baring Financial LLC
INCREASED11,47111,162+309+3%$4.2M$5.9M+$1.7M2026-10-07
Peoples Bank
DECREASED11,46911,569-100-1%$4.3M$5.9M+$1.6M2026-10-09
Arch Global Advisors, LLC
INCREASED11,44111,433+8+0%$4.3M$5.9M+$1.6M2026-10-23
Black Diamond Financial, LLC
INCREASED11,43610,753+683+6%$4.0M$5.9M+$1.9M2026-10-26
B.O.S.S. Retirement Advisors, LLC
DECREASED11,43013,930-2,500-18%$5.2M$5.9M+$666.1K2026-10-26
Midwest Professional Planners, Ltd.
DECREASED11,42311,705-282-2%$4.4M$5.9M+$1.5M2026-10-29
TMB Capital Partners, LLC
DECREASED11,41611,442-260%$4.3M$5.9M+$1.6M2026-10-20
TrustBank
DECREASED11,39911,686-287-2%$4.4M$5.8M+$1.5M2026-10-20
Vista Investment Partners LLC
INCREASED11,38211,289+93+1%$4.2M$5.8M+$1.6M2026-10-08
Raleigh Capital Management Inc.
DECREASED11,37112,909-1,538-12%$4.8M$5.8M+$1.0M2026-10-28
Ameliora Wealth Management Ltd.
INCREASED11,35311,334+19+0%$4.2M$5.8M+$1.6M2026-10-23
SBK Financial, Inc.
DECREASED11,32811,810-482-4%$4.4M$5.8M+$1.4M2026-11-02
Hoxton Planning & Management, LLC
INCREASED11,32811,127+201+2%$4.2M$5.8M+$1.7M2026-10-15
Brucke Financial, Inc.
INCREASED11,30810,517+791+8%$3.9M$5.8M+$1.9M2026-10-23
Blue Sky Capital Consultants Group, Inc.
DECREASED11,30312,782-1,479-12%$4.8M$5.8M+$1.0M2026-10-13
Financial Advisory Partners, LLC
DECREASED11,30011,481-181-2%$4.3M$5.8M+$1.5M2026-10-23
Wealth Science Advisors LLC
DECREASED11,27312,088-815-7%$4.5M$5.8M+$1.3M2026-10-09
Argyle Capital Partners, LLC
DECREASED11,26611,456-190-2%$4.3M$5.8M+$1.5M2026-10-23
Clarity Wealth Advisors, LLC
INCREASED11,25811,209+49+0%$4.2M$5.8M+$1.6M2026-10-21
Petros Family Wealth, LLC
INCREASED11,2379,937+1,300+13%$3.7M$5.8M+$2.1M2026-10-28
Accuvest Global Advisors
INCREASED11,2272,174+9,053+416%$811.0K$5.8M+$4.9M2026-11-04
Corecam Pte. Ltd.
DECREASED11,22038,600-27,380-71%$14.4M$5.8M-$8.6M2026-10-23
Gables Capital Management Inc.
DECREASED11,20111,336-135-1%$4.2M$5.7M+$1.5M2026-11-04
Bigelow Investment Advisors, LLC
DECREASED11,20011,460-260-2%$4.3M$5.7M+$1.5M2026-10-13
GS Investments, Inc.
DECREASED11,18211,315-133-1%$4.2M$5.7M+$1.5M2026-11-05
Perkins Capital Management Inc
UNCHANGED11,17311,17300%$4.2M$5.7M+$1.6M2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED11,13811,13800%$4.2M$4.2M$02026-10-13
Stone Summit Wealth LLC
DECREASED11,13261,882-50,750-82%$23.1M$5.7M-$17.4M2026-10-14
Viewpoint Capital Management LLC
INCREASED11,1159,598+1,517+16%$3.6M$5.7M+$2.1M2026-10-27
Ejmk Ventures LLC
INCREASED11,09210,876+216+2%$4.1M$5.7M+$1.6M2026-10-21
Guidance Capital, Inc
DECREASED11,09111,143-520%$4.5M$5.6M+$1.2M2026-11-03
Riverbend Wealth Management, LLC
DECREASED11,08811,320-232-2%$4.2M$5.7M+$1.5M2026-10-15
KWB Wealth
DECREASED11,06711,315-248-2%$4.2M$5.7M+$1.5M2026-10-16
Crew Capital Management, Ltd
INCREASED11,06310,616+447+4%$4.0M$5.7M+$1.7M2026-10-28
New Covenant Trust Company, N.A.
INCREASED11,05110,060+991+10%$3.8M$5.7M+$1.9M2026-10-08
Green Ridge Wealth Planning LLC
DECREASED11,03811,113-75-1%$4.1M$5.7M+$1.5M2026-10-08
Baron Wealth Management LLC
INCREASED11,03610,478+558+5%$3.9M$5.7M+$1.8M2026-10-27
Legacy Capital Wealth Partners, LLC
INCREASED11,02210,696+326+3%$4.0M$5.7M+$1.7M2026-10-21
Mitsubishi UFJ Asset Management (UK) Ltd.
UNCHANGED11,00011,00000%$4.1M$5.6K-$4.1M2026-10-22
Arta Finance Wealth Management LLC
DECREASED10,99823,811-12,813-54%$8.9M$5.6M-$3.2M2026-10-28
Wealth Quarterback LLC
DECREASED10,97411,007-330%$4.1M$5.6M+$1.5M2026-10-20
Sterling Investment Management, LLC
DECREASED10,95914,108-3,149-22%$5.3M$5.6M+$358.3K2026-10-16
Cacti Asset Management LLC
DECREASED10,94311,043-100-1%$4.1M$5.6M+$1.5M2026-10-01
Integrated Financial Solutions, Inc.
INCREASED10,91610,709+207+2%$4.0M$5.6M+$1.6M2026-10-09
Opal Wealth Advisors, LLC
INCREASED10,9128,947+1,965+22%$3.3M$5.6M+$2.3M2026-10-16
Financial Council, LLC
INCREASED10,87610,741+135+1%$4.0M$5.6M+$1.6M2026-11-02
Graves Light Lenhart Wealth, Inc.
DECREASED10,87311,195-322-3%$4.2M$5.6M+$1.4M2026-10-09
Verum Partners LLC
INCREASED10,87110,473+398+4%$3.9M$5.6M+$1.7M2026-10-21
Ti-Trust, Inc
UNCHANGED10,86510,86500%$4.1M$5.6M+$1.5M2026-10-21
Murphy Pohlad Asset Management LLC
DECREASED10,86211,154-292-3%$4.2M$5.6M+$1.4M2026-10-22
Horizon Wealth Management, LLC
DECREASED10,86010,966-106-1%$4.1M$5.6M+$1.5M2026-11-02
Hara Capital LLC
UNCHANGED10,85410,85400%$4.0M$5.6M+$1.5M2026-10-30
MeadowBrook Investment Advisors LLC
DECREASED10,84611,199-353-3%$4.2M$5.7M+$1.5M2026-10-29
Eagle Bluffs Wealth Management LLC
INCREASED10,84410,432+412+4%$3.9M$5.6M+$1.7M2026-10-20
Davidson Kahn Capital Management, LLC
INCREASED10,82910,685+144+1%$4.0M$5.6M+$1.6M2026-10-26
Centurion Wealth Management LLC
DECREASED10,82811,552-724-6%$4.3M$5.6M+$1.2M2026-10-13
Aire Advisors, LLC
DECREASED10,82510,965-140-1%$4.1M$5.6M+$1.5M2026-10-22
Emprise Bank
DECREASED10,82011,112-292-3%$4.1M$5.5M+$1.4M2026-10-07
TradeWell Securities, Llc.
DECREASED10,81510,981-166-2%$4.1M$5.5M+$1.5M2026-10-21
Riggs Asset Managment Co. Inc.
INCREASED10,7949,429+1,365+14%$3.5M$5.5M+$2.0M2026-11-05
Arcataur Capital Management LLC
UNCHANGED10,78210,78200%$4.0M$5.5M+$1.5M2026-10-21
Cornerstone Enterprises, LLC
DECREASED10,77527,676-16,901-61%$10.3M$5.5M-$4.8M2026-10-15
Lawood & Co
DECREASED10,77310,816-430%$4.0M$5.5M+$1.5M2026-10-09
Clark Financial Services Group Inc
INCREASED10,77310,770+3+0%$4.0M$5.5M+$1.5M2026-10-19
Sunbeam Capital Management, LLC
DECREASED10,75712,085-1,328-11%$4.5M$5.5M+$1.0M2026-11-05
AGH Wealth Advisors, LLC
INCREASED10,75110,564+187+2%$3.9M$5.5M+$1.6M2026-10-26
Hobart Private Capital, LLC
INCREASED10,75010,015+735+7%$3.7M$5.5M+$1.8M2026-10-19
Granite Islands Private Wealth, LLC
DECREASED10,74410,766-220%$4.0M$5.5M+$1.5M2026-10-16
Midwest Financial Group LLC
INCREASED10,74310,663+80+1%$4.0M$5.5M+$1.5M2026-10-15
Trail Ridge Investment Advisors, LLC
DECREASED10,73718,831-8,094-43%$7.0M$5.5M-$1.5M2026-10-16
Bullock Wealth Management Group
DECREASED10,72510,819-94-1%$4.2M$5.5M+$1.3M2026-10-09
bLong Financial, LLC
INCREASED10,71810,717+1+0%$4.0M$5.5M+$1.5M2026-10-29
Floyd Financial Group LLC
DECREASED10,70512,207-1,502-12%$4.7M$5.8M+$1.1M2026-10-28
Catalyst Capital Advisors LLC
INCREASED10,6409,603+1,037+11%$3.6M$5.5M+$1.9M2026-11-02
Catherine Avery Investment Management LLC
DECREASED10,63120,780-10,149-49%$7.8M$5.5M-$2.3M2026-10-14
CPC Advisors, LLC
DECREASED10,61015,147-4,537-30%$5.7M$5.4M-$208.3K2026-10-21
Curtis Advisory Group, LLC
DECREASED10,60710,722-115-1%$4.0M$5.4M+$1.4M2026-10-28
WestHill Financial Advisors, Inc.
INCREASED10,6026,267+4,335+69%$2.3M$5.4M+$3.1M2026-10-14
Stillwater Wealth Management Group
INCREASED10,59910,372+227+2%$3.9M$5.4M+$1.6M2026-10-21
Dudley & Shanley, Inc.
UNCHANGED10,56910,56900%$3.9M$5.4M+$1.5M2026-10-06
Bernardo Wealth Planning LLC
INCREASED10,5684,805+5,763+120%$1.8M$5.4M+$3.6M2026-10-23
Prescott Group Capital Management, L.L.C.
UNCHANGED10,56210,56200%$3.9M$5.4M+$1.5M2026-10-30
Patrick M Sweeney & Associates, Inc
INCREASED10,55210,435+117+1%$3.9M$5.4M+$1.5M2026-10-22
Canandaigua National Trust Co of Florida
NEW10,548—+10,548——$5.4M—2026-10-07
Great Point Wealth Advisors, LLC
DECREASED10,53310,545-120%$3.9M$5.4M+$1.5M2026-10-15
Fonville Wealth Management LLC
INCREASED10,5309,182+1,348+15%$3.4M$5.4M+$2.0M2026-10-28
Sulzberger Capital Advisors, Inc.
INCREASED10,52510,378+147+1%$3.9M$5.4M+$1.5M2026-10-20
Pacific Capital Partners Ltd
INCREASED10,5167,820+2,696+34%$2.9M$5.4M+$2.5M2026-10-28
Financial Solutions Advisory Group, Inc.
DECREASED10,51510,774-259-2%$4.1M$5.6M+$1.4M2026-10-28
Mainsail Financial Group, LLC
INCREASED10,49710,304+193+2%$3.8M$5.4M+$1.5M2026-10-23
Shelter Rock Management, LLC
DECREASED10,47110,585-114-1%$3.9M$5.4M+$1.5M2026-10-09
Garrett Wealth Advisory Group, LLC
INCREASED10,46810,037+431+4%$3.7M$5.4M+$1.6M2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED10,45010,260+190+2%$3.8M$5.4M+$1.5M2026-10-29
Firethorn Wealth Partners, LLC
INCREASED10,43810,363+75+1%$3.9M$5.4M+$1.5M2026-10-14
Montis Financial, LLC
DECREASED10,41710,621-204-2%$4.0M$5.3M+$1.4M2026-11-04
Bulwark Capital Corp
INCREASED10,408394+10,014+2542%$147.0K$5.3M+$5.2M2026-10-13
Wealth Group, Ltd.
DECREASED10,38542,602-32,217-76%$15.9M$5.3K-$15.9M2026-10-30
Robinswood Financial LLC
DECREASED10,36911,432-1,063-9%$4.3M$5.5M+$1.3M2026-10-20
Channing Global Advisors, LLC
INCREASED10,3679,877+490+5%$3.7M$5.3M+$1.6M2026-11-03
Tectonic Advisors LLC
INCREASED10,3489,917+431+4%$3.7M$5.3M+$1.6M2026-10-22
Birch Financial Group, LLC
INCREASED10,3449,875+469+5%$3.7M$5.3M+$1.6M2026-10-27
Torrey Growth & Income Advisors
DECREASED10,34210,540-198-2%$3.9M$5.4M+$1.4M2026-11-04
Meadow Creek Wealth Advisors LLC
INCREASED10,3228,817+1,505+17%$3.3M$5.3M+$2.0M2026-11-02
Alternative Investment Advisors, Llc.
INCREASED10,3206,788+3,532+52%$2.5M$5.3M+$2.8M2026-11-03
Wealth Intelligence, LLC
INCREASED10,30310,037+266+3%$3.7M$5.3M+$1.5M2026-10-16
ASK Capital Investment Managers, LLC
NEW10,289—+10,289——$5.3M—2026-10-14
TKG Advisors, LLC
INCREASED10,28710,225+62+1%$3.8M$5.3M+$1.5M2026-11-02
AXS Investments LLC
INCREASED10,2619,648+613+6%$3.6M$5.3M+$1.7M2026-11-04
Steel Grove Capital Advisors, LLC
INCREASED10,2518,984+1,267+14%$3.4M$5.3M+$1.9M2026-10-13
Alliance Wealth Advisors, LLC
DECREASED10,24611,626-1,380-12%$4.3M$5.3M+$918.7K2026-10-28
Davis Investment Partners, LLC
INCREASED10,23110,118+113+1%$3.8M$5.2M+$1.5M2026-11-05
Family Capital Management, Inc.
INCREASED10,2307,799+2,431+31%$2.9M$5.2M+$2.3M2026-11-03
Luts & Greenleigh Group, Inc.
DECREASED10,21810,466-248-2%$3.9M$5.2M+$1.3M2026-11-05
Taylor & Morgan Wealth Management, LLC
DECREASED10,21210,431-219-2%$3.9M$5.2M+$1.3M2026-10-09
Heartwood Wealth Advisors LLC
INCREASED10,19810,026+172+2%$3.7M$5.2M+$1.5M2026-10-05
D.B. Root & Company, LLC
INCREASED10,1909,790+400+4%$3.7M$5.2M+$1.6M2026-11-04
Signature Equity Partners, LLC
INCREASED10,1899,559+630+7%$3.6M$5.2M+$1.7M2026-10-29
Five Oceans Advisors
DECREASED10,18511,239-1,054-9%$4.2M$5.2M+$1.0M2026-10-22
Baker Boyer National Bank
DECREASED10,18210,352-170-2%$3.9M$5.2M+$1.4M2026-11-05
Aafmaa Wealth Management & Trust LLC
DECREASED10,18110,728-547-5%$4.0M$5.2M+$1.2M2026-10-14
James J. Burns & Company, LLC
DECREASED10,18110,242-61-1%$3.8M$5.2M+$1.4M2026-10-22
Smith Shellnut Wilson LLC
INCREASED10,16410,152+12+0%$3.8M$5.2M+$1.4M2026-10-21
Seven Mile Advisory
DECREASED10,15410,570-416-4%$3.9M$5.2M+$1.3M2026-10-22
Elmwood Wealth Management, Inc.
INCREASED10,1529,535+617+6%$3.6M$5.2M+$1.7M2026-10-14
Northwest Wealth Management, LLC
INCREASED10,1349,371+763+8%$3.5M$5.2M+$1.7M2026-10-30
Affiance Financial, LLC
DECREASED10,13310,818-685-6%$4.0M$5.2M+$1.2M2026-10-15
Triton Wealth Management, Pllc
INCREASED10,1279,223+904+10%$3.5M$5.2M+$1.7M2026-11-04
Seamount Financial Group Inc
DECREASED10,11310,201-88-1%$3.8M$5.2M+$1.4M2026-10-21
New Wave Wealth Advisors LLC
INCREASED10,1048,358+1,746+21%$3.1M$5.5M+$2.4M2026-10-19
GLR Partners, LLC
INCREASED10,09610,080+16+0%$3.8M$5.2M+$1.4M2026-11-04
SWS Partners
INCREASED10,0912,630+7,461+284%$981.0K$5.2M+$4.2M2026-10-26
Alliance Wealth Advisors, LLC
INCREASED10,08510,027+58+1%$3.7M$5.2M+$1.4M2026-10-14
Athena Wealth Management, LLC
INCREASED10,0778,913+1,164+13%$3.3M$5.2M+$1.8M2026-10-09
Prentice Wealth Management LLC
INCREASED10,0719,837+234+2%$3.7M$5.2M+$1.5M2026-10-20
Pacific Asset Management, LLC
INCREASED10,0709,999+71+1%$3.7M$5.2M+$1.4M2026-10-15
Kelly Financial Group LLC
DECREASED10,06710,150-83-1%$3.8M$5.2M+$1.4M2026-10-16
Richard P Slaughter Associates Inc
DECREASED10,06110,451-390-4%$3.9M$5.2M+$1.3M2026-10-13
Hidden Cove Wealth Management, LLC
INCREASED10,0589,948+110+1%$3.7M$5.2M+$1.4M2026-10-19
Cascade Investment Advisors, Inc.
DECREASED10,05010,319-269-3%$3.8M$5.2M+$1.3M2026-11-02
Quad-Cities Investment Group, LLC
DECREASED10,02610,050-240%$3.7M$5.1M+$1.4M2026-10-16
Essential Investment Partners LLC
INCREASED10,0229,349+673+7%$3.5M$5.1M+$1.7M2026-10-27
BigSur Wealth Management LLC
DECREASED10,01310,049-360%$3.7M$5.1M+$1.4M2026-10-13
Bullseye Investment Management, LLC
DECREASED10,00210,242-240-2%$3.8M$5.1M+$1.3M2026-10-29
PFW Advisors LLC
INCREASED9,9919,690+301+3%$3.6M$5.1M+$1.5M2026-10-07
Corps Capital Advisors, LLC
UNCHANGED9,9779,97700%$3.7M$5.1M+$1.4M2026-11-05
Woodward Diversified Capital, LLC
DECREASED9,9689,988-200%$3.7M$5.1M+$1.4M2026-10-21
Legacy Financial Strategies, LLC
INCREASED9,9639,638+325+3%$3.6M$5.1M+$1.5M2026-10-15
Flagship Capital Management Inc.
INCREASED9,9289,709+219+2%$3.6M$5.1M+$1.5M2026-10-20
Saxon Interests, Inc.
DECREASED9,91217,686-7,774-44%$6.6M$5.1M-$1.5M2026-10-26
Fairscale Capital, LLC
INCREASED9,8969,699+197+2%$3.6M$5.2M+$1.5M2026-11-04
Tortoise Investment Management, LLC
INCREASED9,8919,549+342+4%$3.6M$5.1M+$1.5M2026-11-06
Farrell Financial LLC
INCREASED9,8839,878+5+0%$3.7M$5.1M+$1.4M2026-10-16
Detalus Advisors, LLC
INCREASED9,8749,821+53+1%$3.7M$5.1M+$1.4M2026-10-15
Aull & Monroe Investment Management Corp
DECREASED9,87210,013-141-1%$3.7M$5.1M+$1.3M2026-10-16
CLG LLC
DECREASED9,86310,439-576-6%$3.9M$5.1M+$1.2M2026-10-13
Rockingstone Advisors LLC
DECREASED9,8599,864-50%$3.7M$5.1M+$1.4M2026-10-16
Outlook Wealth Advisors, LLC
DECREASED9,81310,227-414-4%$3.8M$5.0M+$1.2M2026-10-28
Global Trust Asset Management, LLC
DECREASED9,80510,385-580-6%$3.9M$5.0M+$1.2M2026-10-19
Haven Capital Group, Inc.
INCREASED9,8029,612+190+2%$3.6M$5.0M+$1.4M2026-10-13
Cordgrass Capital Advisors, LLC
DECREASED9,7779,912-135-1%$3.7M$5.0M+$1.3M2026-10-30
PCG Asset Management, LLC
INCREASED9,7727,432+2,340+31%$2.8M$5.0M+$2.2M2026-11-05
CKW Financial Group
INCREASED9,7729,636+136+1%$3.7K$5.0K+$1.3K2026-10-29
Smith Thornton Advisors LLC
INCREASED9,7589,587+171+2%$3.7M$5.0M+$1.3M2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED9,7519,903-152-2%$3.7M$5.0M+$1.3M2026-10-15
Aldebaran Financial Inc.
INCREASED9,7499,609+140+1%$3.6M$5.0M+$1.4M2026-11-06
Cora Capital Advisors LLC
INCREASED9,7449,491+253+3%$3.5M$5.0M+$1.5M2026-11-02
Virtue Asset Management LLC
INCREASED9,7389,604+134+1%$3.6M$5.0M+$1.4M2026-10-21
Ticino Wealth
INCREASED9,7319,418+313+3%$3.5M$5.0M+$1.5M2026-10-13
Willner & Heller, LLC
DECREASED9,7319,813-82-1%$3.7M$5.0M+$1.3M2026-10-28
Monte Financial Group, LLC
DECREASED9,7279,805-78-1%$4.6M$5.0M+$431.9K2026-11-02
Beirne Wealth Consulting Services, LLC
DECREASED9,71510,962-1,247-11%$4.1M$5.0M+$894.1K2026-10-19
GraniteShares Advisors LLC
DECREASED9,70710,785-1,078-10%$4.0M$5.0M+$955.7K2026-10-29
Worth Asset Management, LLC
INCREASED9,7067,532+2,174+29%$2.8M$5.0M+$2.2M2026-10-07
Journey Retirement Planning & Investment Management LLC
DECREASED9,7009,780-80-1%$3.6M$5.0M+$1.3M2026-10-09
Cross Staff Investments Inc
DECREASED9,6809,767-87-1%$3.6M$5.0M+$1.3M2026-10-22
Asset Advisory Group, Inc.
DECREASED9,6699,691-220%$3.6M$5.0M+$1.3M2026-10-20
Guardian Investment Management
DECREASED9,6659,963-298-3%$3.7M$5.0M+$1.2M2026-10-23
Beacon Capital Management, LLC
DECREASED9,6639,838-175-2%$3.7M$5.0M+$1.3M2026-10-23
Advisory Resource Group
INCREASED9,6618,667+994+11%$3.2M$5.0M+$1.7M2026-10-26
Alessandra Capital Management, LLC
DECREASED9,65610,175-519-5%$3.8M$5.0M+$1.2M2026-10-30
Royal Harbor Partners, LLC
DECREASED9,63513,682-4,047-30%$5.1M$4.9M-$161.7K2026-10-29
Evergreen Wealth Management, LLC
INCREASED9,6279,626+1+0%$3.6M$4.9M+$1.3M2026-11-06
Pension & Wealth Management Advisors, Inc.
INCREASED9,6186,814+2,804+41%$2.5M$4.9M+$2.4M2026-10-16
Spectrum Asset Management, Inc. (NB )
DECREASED9,5969,740-144-1%$3.6M$4.9M+$1.3M2026-10-19
LeConte Wealth Management, LLC
INCREASED9,5888,167+1,421+17%$3.0M$4.9M+$1.9M2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED9,5889,006+582+6%$3.4M$4.9M+$1.6M2026-10-28
Salvus Wealth Management, LLC
INCREASED9,5529,063+489+5%$3.4M$4.9M+$1.5M2026-10-13
Exchange Bank
DECREASED9,5529,663-111-1%$3.6M$4.9M+$1.3M2026-10-07
MRA Advisory Group
INCREASED9,5518,101+1,450+18%$3.0M$4.9M+$1.9M2026-10-07
Old North State Wealth Management, LLC
INCREASED9,5359,132+403+4%$3.4M$4.9M+$1.5M2026-10-22
Milestone Asset Management Group, LLC
INCREASED9,5178,441+1,076+13%$3.1M$4.9M+$1.7M2026-10-20
Eagle Bay Advisors LLC
INCREASED9,5048,894+610+7%$3.3M$4.9M+$1.6M2026-10-16
Certior Financial Group, LLC
INCREASED9,4908,856+634+7%$3.3M$4.9M+$1.6M2026-10-19
Meritas Wealth Management, LLC
INCREASED9,4776,531+2,946+45%$2.4M$4.9M+$2.4M2026-10-14
DB&C Advisors, LLC
INCREASED9,4779,459+18+0%$3.5M$4.9M+$1.3M2026-10-26
Valtinson Bruner Financial Planning LLC
DECREASED9,4759,665-190-2%$3.6M$4.9M+$1.3M2026-11-02
Verity Asset Management, Inc.
INCREASED9,4699,448+21+0%$3.5M$4.9M+$1.3M2026-10-30
Triumph Capital Management
DECREASED9,46312,758-3,295-26%$4.8M$4.9M+$94.3K2026-10-14
Park Edge Advisors, LLC
INCREASED9,4618,923+538+6%$3.3M$4.9M+$1.5M2026-10-28
Mascagni Wealth Management, Inc.
INCREASED9,4579,406+51+1%$3.5M$4.9M+$1.3M2026-10-23
Waycross Investment Management Co
INCREASED9,4549,393+61+1%$3.5M$4.8M+$1.3M2026-10-14
Mountain Pacific Investment Advisers LLC
DECREASED9,44011,669-2,229-19%$4.4M$4.8M+$489.1K2026-10-29
Atwood & Palmer Inc
INCREASED9,4385,028+4,410+88%$1.9M$4.8M+$3.0M2026-10-08
Petersen Hastings Wealth Advisors Inc.
INCREASED9,4349,432+2+0%$3.5M$4.8M+$1.3M2026-10-27
Rise Advisors, LLC
INCREASED9,3938,922+471+5%$3.3M$4.8M+$1.5M2026-10-16
Elm3 Financial Group, LLC
DECREASED9,3909,693-303-3%$3.6M$4.8M+$1.2M2026-10-07
Gen-Wealth Partners Inc
INCREASED9,3658,442+923+11%$3.1M$4.8M+$1.7M2026-11-04
Arbor Investment Advisors, LLC
DECREASED9,35310,485-1,132-11%$3.9M$4.8M+$886.1K2026-10-26
Geremia Financial Services, LLC
INCREASED9,3509,300+50+1%$3.5M$4.8M+$1.3M2026-10-19
Dmkc Advisory Services, LLC
DECREASED9,31616,480-7,164-43%$6.1M$4.8M-$1.4M2026-11-04
Uniting Wealth Partners, LLC
DECREASED9,2949,413-119-1%$3.5M$4.8M+$1.3M2026-11-06
Tcfg Investment Advisors, LLC
DECREASED9,28710,534-1,247-12%$3.9M$4.8M+$831.2K2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED9,28213,690-4,408-32%$5.1M$4.8M-$345.7K2026-11-04
Alken Asset Management Ltd
UNCHANGED9,2809,28000%$3.4K$4.7K+$1.3K2026-10-20
Pacific Wealth Strategies Group, Inc.
DECREASED9,27314,173-4,900-35%$5.3M$4.8M-$530.9K2026-11-02
American Institute for Advanced Investment Management, LLP
DECREASED9,2649,309-450%$3.5M$4.8M+$1.3M2026-11-03
LJI Wealth Management, LLC
DECREASED9,2569,994-738-7%$3.7M$4.7M+$1.0M2026-10-28
Massachusetts Wealth Management
DECREASED9,2399,749-510-5%$3.6M$4.7M+$1.1M2026-10-21
Legacy Bridge, LLC
INCREASED9,2399,117+122+1%$3.4M$4.7M+$1.3M2026-10-28
Waterway Wealth Management, LLC
INCREASED9,2389,236+2+0%$3.4M$4.7M+$1.3M2026-10-28
McElhenny Sheffield Capital Management, LLC
INCREASED9,2319,085+146+2%$3.4M$4.7M+$1.3M2026-11-06
Tenet Wealth Partners, LLC
DECREASED9,2309,316-86-1%$3.6M$4.7M+$1.1M2026-10-19
Human Investing LLC
INCREASED9,2277,906+1,321+17%$2.9M$4.7M+$1.8M2026-10-19
Obsidian CIO, LLC
DECREASED9,2069,263-57-1%$3.5M$4.7M+$1.3M2026-11-05
Nova Financial LLC
NEW9,198—+9,198——$4.7M—2026-11-04
Well Done, LLC
INCREASED9,1908,609+581+7%$3.2M$4.7M+$1.5M2026-10-20
CDM Financial Counseling Services, Inc.
INCREASED9,1539,123+30+0%$3.4M$4.7M+$1.3M2026-10-15
Islay Capital Management, LLC
DECREASED9,1519,561-410-4%$3.6M$4.7M+$1.1M2026-10-20
Strata Wealth Advisors, LLC
INCREASED9,1297,805+1,324+17%$2.9M$4.7M+$1.8M2026-10-16
Balentine LLC
DECREASED9,10414,618-5,514-38%$5.5M$4.7M-$783.3K2026-11-03
Myriad Asset Management US LP
INCREASED9,1044,866+4,238+87%$1.8M$4.7M+$2.9M2026-11-03
Cadent Capital Advisors, LLC
DECREASED9,1039,269-166-2%$3.5M$4.7M+$1.2M2026-10-09
Coyle Financial Counsel LLC
DECREASED9,1019,134-330%$3.4M$4.7M+$1.3M2026-10-28
Whalen Wealth Management Inc.
DECREASED9,09510,357-1,262-12%$3.9M$4.7M+$801.7K2026-10-08
SJS Investment Consulting Inc.
INCREASED9,0818,518+563+7%$3.2M$4.7M+$1.5M2026-10-26
Centennial Wealth Advisory LLC
DECREASED9,0649,128-64-1%$3.4M$4.7M+$1.2M2026-10-16
Cookson Peirce & Co Inc
DECREASED9,05912,170-3,111-26%$4.5M$4.6M+$106.7K2026-10-30
Milestone Asset Management, LLC
DECREASED9,00910,371-1,362-13%$3.9M$4.6M+$752.3K2026-10-15
Helios Capital Management Pte. LTD
UNCHANGED9,0009,00000%$3.4M$4.6M+$1.3M2026-10-14
HT Partners LLC
DECREASED8,9638,968-50%$3.3M$4.6M+$1.3M2026-10-20
Pullen Investment Management, LLC
UNCHANGED8,9518,95100%$3.3M$4.6M+$1.3M2026-10-23
HMS Capital Management, LLC
DECREASED8,9419,202-261-3%$3.4M$4.6M+$1.2M2026-10-20
Aletheian Wealth Advisors LLC
INCREASED8,9378,870+67+1%$3.3M$4.6M+$1.3M2026-10-08
MFG Wealth Management, Inc.
INCREASED8,9258,600+325+4%$3.2M$4.6M+$1.4M2026-10-09
AMG Asset Management Group, Inc.
DECREASED8,91713,305-4,388-33%$5.0M$4.6M-$389.4K2026-10-21
Sunburst Financial Group, LLC
DECREASED8,9138,941-280%$3.3M$4.6M+$1.2M2026-10-09
Silver Grove Financial Group, Inc.
INCREASED8,9008,884+16+0%$3.3M$4.6M+$1.3M2026-11-05
Invenio Wealth Partners LLC
DECREASED8,8629,210-348-4%$3.4M$4.5M+$1.1M2026-10-20
Tactive Advisors, LLC
INCREASED8,8608,442+418+5%$3.1M$4.5M+$1.4M2026-10-08
First Bancorp, Inc
DECREASED8,8579,251-394-4%$3.5M$4.5M+$1.1M2026-10-26
Net Worth Advisory Group
DECREASED8,80910,133-1,324-13%$3.8M$4.5M+$737.2K2026-10-20
Morey & Quinn Wealth Partners, LLC
INCREASED8,8058,720+85+1%$3.3M$4.5M+$1.3M2026-10-28
West Bancorporation Inc
INCREASED8,7788,703+75+1%$3.2M$4.5M+$1.3M2026-10-29
Garner Asset Management Corp
DECREASED8,7719,240-469-5%$3.4M$4.7M+$1.2M2026-10-30
Patriot Investment Management Group, Inc.
DECREASED8,7609,003-243-3%$3.4M$4.5M+$1.1M2026-10-15
Guerra PAN Advisors, LLC
INCREASED8,7358,685+50+1%$3.2M$4.7M+$1.4M2026-10-26
Johnson Bixby & Associates, LLC
DECREASED8,7298,932-203-2%$3.3M$4.5M+$1.1M2026-10-14
Diversified Investment Strategies, LLC
INCREASED8,6978,657+40+0%$3.2M$4.5M+$1.2M2026-10-28
XY Planning Network, Inc.
INCREASED8,6927,126+1,566+22%$2.7M$4.5M+$1.8M2026-10-14
Guild Investment Management, Inc.
DECREASED8,6928,735-430%$3.3M$4.5M+$1.2M2026-11-03
OMC Financial Services LTD
DECREASED8,69025,353-16,663-66%$9.5M$4.5M-$5.0M2026-10-19
Polaris Financial Partners
NEW8,672—+8,672——$4.5K—2026-10-02
Stevens Capital Partners
INCREASED8,6696,852+1,817+27%$2.6M$4.4M+$1.9M2026-10-29
Sage Private Wealth Group, LLC
DECREASED8,6598,860-201-2%$3.3M$4.4M+$1.1M2026-10-21
Northern Capital Management, Inc.
INCREASED8,6517,711+940+12%$2.9M$4.4M+$1.6M2026-11-05
Indiana Trust & Investment Management Co
DECREASED8,6428,663-210%$3.2M$4.4M+$1.2M2026-10-22
BAM Wealth Management, LLC
INCREASED8,6268,505+121+1%$3.2M$4.4M+$1.3M2026-10-15
Nicholas Wealth, Llc.
INCREASED8,6208,322+298+4%$3.1M$4.4M+$1.3M2026-10-26
Sutton Place Investors LLC
INCREASED8,5738,158+415+5%$3.0M$4.4M+$1.4M2026-10-20
Cypress Point Wealth Management, LLC
INCREASED8,5637,493+1,070+14%$2.8M$4.4M+$1.6M2026-11-03
Rinkey Investments
INCREASED8,5608,439+121+1%$3.1M$4.4M+$1.2M2026-10-28
Accel Wealth Management
DECREASED8,5399,394-855-9%$3.5M$4.4M+$875.5K2026-10-13
Burton Enright Welch
INCREASED8,5168,319+197+2%$3.1M$4.4M+$1.3M2026-11-04
MMA Asset Management LLC
DECREASED8,5128,635-123-1%$3.2M$4.4M+$1.1M2026-11-02
Axiom Investment Management LLC
INCREASED8,5098,406+103+1%$3.1M$4.4M+$1.2M2026-11-03
Horst & Graben Wealth Management LLC
INCREASED8,5038,185+318+4%$3.1M$4.4M+$1.2M2026-11-02
Firestone Capital Management
DECREASED8,4819,020-539-6%$3.4M$4.3M+$985.0K2026-11-03
Ariadne Wealth Management, LP
DECREASED8,4818,486-50%$3.2M$4.3M+$1.2M2026-11-06
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED8,4496,275+2,174+35%$2.3M$4.3M+$2.0M2026-10-13
Jeter Robert S II
INCREASED8,4166,009+2,407+40%$2.3M$4.6M+$2.3M2026-10-16
Marest Capital, LLC
DECREASED8,4119,811-1,400-14%$3.7M$4.3M+$661.2K2026-10-23
Lodestar Private Asset Management LLC
DECREASED8,4088,923-515-6%$3.3M$4.3M+$983.9K2026-10-26
Burkett Financial Services, LLC
INCREASED8,4046,666+1,738+26%$2.5M$4.3M+$1.8M2026-10-01
DMC Group, LLC
DECREASED8,4028,664-262-3%$3.2M$4.3M+$1.1M2026-10-26
Owl Creek Wealth Partners LLC
INCREASED8,4017,709+692+9%$2.9M$4.3M+$1.4M2026-10-20
Unique Wealth, LLC
DECREASED8,3918,479-88-1%$3.2M$4.3M+$1.1M2026-10-16
Private Client Services, LLC
INCREASED8,3738,061+312+4%$3.0M$4.3M+$1.3M2026-10-02
TPG Advisors LLC
DECREASED8,3678,473-106-1%$3.2M$4.3M+$1.1M2026-10-16
New Capital Management LP
DECREASED8,3358,369-340%$3.1M$4.3M+$1.2M2026-10-29
Hilton Head Capital Partners, LLC
DECREASED8,3268,580-254-3%$3.2M$4.3M+$1.1M2026-10-23
TruNorth Capital Management, LLC
INCREASED8,3067,333+973+13%$2.7M$4.3M+$1.5M2026-10-14
LifeWealth Investments, LLC
DECREASED8,30310,033-1,730-17%$3.7M$4.3M+$516.2K2026-10-21
Rede Wealth, LLC
DECREASED8,3018,309-80%$3.1M$4.3M+$1.2M2026-10-22
Ethos Capital Management, Inc.
INCREASED8,2997,211+1,088+15%$2.7M$4.3M+$1.6M2026-11-03
BankPlus Wealth Management LLC
DECREASED8,2888,305-170%$3.1M$4.3M+$1.2M2026-10-13
Carrera Capital Advisors
INCREASED8,2828,054+228+3%$3.0M$4.2M+$1.2M2026-11-03
Pecaut & Co.
DECREASED8,2798,301-220%$3.1M$4.2M+$1.1M2026-10-27
Fermata Advisors, LLC
INCREASED8,2767,526+750+10%$2.8M$4.2M+$1.4M2026-10-13
Grace & White Inc
INCREASED8,2417,975+266+3%$3.0M$4.2M+$1.3M2026-10-23
Aspetuck Financial Management LLC
DECREASED8,23913,982-5,743-41%$5.2M$4.2M-$989.8K2026-11-04
Westhampton Capital, LLC
DECREASED8,2398,545-306-4%$3.2M$4.2M+$1.0M2026-10-30
White Lighthouse Investment Management Inc.
INCREASED8,2388,014+224+3%$3.0M$4.2M+$1.2M2026-10-21
Olistico Wealth, LLC
DECREASED8,1888,203-150%$3.1M$4.2M+$1.1M2026-10-05
Tableaux LLC
INCREASED8,1827,816+366+5%$2.9M$4.2M+$1.3M2026-10-23
Motive Wealth Advisors
INCREASED8,1737,840+333+4%$2.9M$4.2M+$1.3M2026-10-26
Wolff Financial Management LLC
INCREASED8,1667,792+374+5%$2.9M$4.2M+$1.3M2026-10-23
Alexander Randolph Advisory, Inc.
INCREASED8,1608,143+17+0%$3.0M$4.2M+$1.1M2026-11-04
KW Wealth Management LLC
NEW8,140—+8,140——$4.2M—2026-10-28
Oliver Luxxe Assets LLC
DECREASED8,1268,185-59-1%$3.1M$4.2M+$1.1M2026-10-14
Market Street Wealth Management Advisors LLC
INCREASED8,1215,893+2,228+38%$2.2M$4.2M+$2.0M2026-10-09
Fidelity D & D Bancorp Inc
DECREASED8,0828,119-370%$3.0M$4.1M+$1.1M2026-11-05
RVW Wealth, LLC
INCREASED8,0794,073+4,006+98%$1.5M$4.1M+$2.6M2026-10-06
Foguth Wealth Management, Llc.
INCREASED8,0717,379+692+9%$3.0M$4.3M+$1.3M2026-10-19
Fortitude Family Office, LLC
INCREASED8,0415,851+2,190+37%$2.2M$4.1M+$1.9M2026-10-14
Altiora Financial Group, LLC
INCREASED8,0307,040+990+14%$2.6M$4.1M+$1.5M2026-11-04
Carson Advisory Inc.
DECREASED8,0258,261-236-3%$3.1M$4.1M+$1.0M2026-11-06
Professional Financial Advisors, LLC
DECREASED8,0198,170-151-2%$3.0M$4.1M+$1.1M2026-10-13
Mascoma Wealth Management LLC
INCREASED8,0157,688+327+4%$2.9M$4.1M+$1.2M2026-10-23
Financial Consulate, Inc
DECREASED8,0128,020-80%$3.0M$4.1M+$1.1M2026-10-23
DecisionMap Wealth Management, LLC
DECREASED8,0078,105-98-1%$3.0M$4.1M+$1.1M2026-10-29
Warwick Investment Management, Inc.
DECREASED7,9848,563-579-7%$3.2M$4.1M+$901.0K2026-10-19
Lantern Wealth Advisors, LLC
INCREASED7,9807,029+951+14%$2.6M$4.1M+$1.5M2026-10-22
Warren Street Wealth Advisors, LLC
INCREASED7,9796,969+1,010+14%$2.6M$4.1M+$1.5M2026-11-04
Marin Bay Wealth Advisors, LLC
INCREASED7,9627,947+15+0%$3.0M$4.1M+$1.1M2026-10-28
Skylands Capital, LLC
DECREASED7,95012,350-4,400-36%$4.6M$4.1M-$529.2K2026-10-21
Vigilare Wealth Management
INCREASED7,9477,542+405+5%$2.8M$4.1M+$1.3M2026-10-29
Advisor Resource Council
DECREASED7,9418,066-125-2%$3.1M$4.2M+$1.1M2026-11-05
Bosman Wealth Management, LLC
DECREASED7,9389,638-1,700-18%$3.6M$4.1M+$476.2K2026-10-28
LifePlan Financial, LLC
INCREASED7,9386,506+1,432+22%$2.4M$4.1M+$1.7M2026-10-13
Farrow Financial, Inc.
DECREASED7,9377,981-44-1%$3.0M$4.1M+$1.1M2026-10-30
Birchbrook, Inc.
INCREASED7,9367,876+60+1%$2.9M$4.1M+$1.1M2026-10-14
Financial & Tax Architects, LLC
DECREASED7,9289,012-1,084-12%$3.4M$4.1M+$704.7K2026-10-15
WealthCare Investment Partners, LLC
INCREASED7,8847,488+396+5%$2.8M$4.0M+$1.3M2026-11-05
Gould Asset Management LLC
DECREASED7,8838,026-143-2%$3.0M$4.0M+$1.0M2026-11-06
Kohmann Bosshard Financial Services, LLC
INCREASED7,8817,698+183+2%$2.9M$4.0M+$1.2M2026-11-04
Silverleafe Capital Partners, LLC
DECREASED7,8617,877-160%$2.9M$4.0M+$1.1M2026-10-02
Silvia Mccoll Wealth Management, LLC
DECREASED7,8307,850-200%$2.9M$4.0M+$1.1M2026-10-07
Mission Financial Group, LLC
INCREASED7,8166,544+1,272+19%$2.4M$4.0M+$1.6M2026-10-21
Delta Capital Management LLC
INCREASED7,8057,570+235+3%$2.8K$4.0K+$1.2K2026-10-16
Barrett & Company, Inc.
DECREASED7,7827,927-145-2%$3.0M$4.0M+$1.0M2026-10-22
Park Capital Management, LLC / WI
INCREASED7,7816,916+865+13%$2.6M$4.0M+$1.4M2026-10-13
Oak Barrel Wealth Advisory LLC
DECREASED7,7717,786-150%$2.9M$4.0M+$1.1M2026-11-05
Eagle Wealth Strategies LLC
INCREASED7,7617,672+89+1%$2.9M$4.0M+$1.1M2026-10-20
Lynx Capital Group LTD
INCREASED7,7477,742+5+0%$2.9M$4.0M+$1.1M2026-11-04
Phillips Financial Management, LLC
INCREASED7,7436,759+984+15%$2.5M$4.0M+$1.5M2026-10-19
Curran Financial Partners, LLC
INCREASED7,7417,001+740+11%$2.6M$4.0M+$1.4M2026-11-04
MB, Levis & Associates, LLC
INCREASED7,7267,597+129+2%$2.8M$4.0M+$1.1M2026-10-16
Cherry Tree Wealth Management, LLC
DECREASED7,7237,750-270%$2.9M$4.0M+$1.1M2026-10-15
M.E. Allison & Co., Inc.
DECREASED7,7197,720-10%$2.9M$4.0M+$1.1M2026-10-09
Comprehensive Financial Planning, Inc.
INCREASED7,7187,596+122+2%$2.8M$4.0M+$1.1M2026-10-27
Challenger Wealth Management
DECREASED7,7118,156-445-5%$3.0M$4.0M+$913.0K2026-10-30
Richardson Financial Services Inc.
INCREASED7,7067,217+489+7%$2.7M$4.0M+$1.3M2026-10-30
Worthington Financial Partners, LLC
INCREASED7,7047,681+23+0%$2.9M$4.0M+$1.1M2026-10-13
Greenbush Financial Group, LLC
INCREASED7,6867,310+376+5%$2.7M$3.9M+$1.2M2026-10-15
Kellett Wealth Advisors, LLC
INCREASED7,6827,523+159+2%$2.8M$3.9M+$1.1M2026-10-15
Spectrum Planning & Advisory Services Inc.
INCREASED7,6776,220+1,457+23%$2.3M$3.9M+$1.6M2026-11-05
Syverson Strege & Co
INCREASED7,6747,307+367+5%$2.7M$3.9M+$1.2M2026-11-02
Morangie Management LLC
INCREASED7,6727,641+31+0%$2.9M$3.9M+$1.1M2026-10-15
Nabity-Jensen Investment Management Inc
INCREASED7,6697,465+204+3%$2.8M$3.9M+$1.1M2026-10-23
BFI Infinity Ltd.
NEW7,668—+7,668——$3.9M—2026-10-16
First Citizens Financial Corp
DECREASED7,6337,806-173-2%$2.9M$3.9M+$1.0M2026-10-02
RFG Holdings, Inc.
INCREASED7,6337,550+83+1%$2.8M$3.9M+$1.1M2026-10-30
Members Wealth LLC
INCREASED7,6287,528+100+1%$2.8M$4.0M+$1.2M2026-10-20
Fingerlakes Wealth Management, Inc.
DECREASED7,6238,909-1,286-14%$3.3M$3.9M+$586.8K2026-11-04
Cranbrook Wealth Management, LLC
INCREASED7,6167,564+52+1%$2.8M$3.9M+$1.1M2026-10-28
Sanchez Gaunt Capital Management, LLC
DECREASED7,6077,973-366-5%$3.0M$3.9M+$927.7K2026-11-03
Shuttleworth & Co
DECREASED7,5977,716-119-2%$2.9M$3.9M+$1.0M2026-10-30
Mosley Wealth Management
INCREASED7,5687,059+509+7%$2.6M$4.1M+$1.4M2026-10-16
AUA Capital Management, LLC
DECREASED7,5537,959-406-5%$3.0M$3.9M+$905.1K2026-10-15
Piedmont Capital Management, LLC
INCREASED7,5327,510+22+0%$2.8M$3.9M+$1.1M2026-10-21
Adamsbrown Wealth Consultants LLC
DECREASED7,5197,627-108-1%$2.8M$3.9M+$1.0M2026-10-20
Birchwood Financial Partners, Inc.
INCREASED7,5197,435+84+1%$2.8M$3.9M+$1.1M2026-11-02
Ifrah Financial Services, Inc.
DECREASED7,5167,651-135-2%$2.9M$3.9M+$1.0M2026-10-13
Genesee Capital Advisors, LLC
DECREASED7,5157,575-60-1%$2.8M$3.9M+$1.0M2026-10-20
Community Bank of Raymore
UNCHANGED7,5077,50700%$2.8M$3.9M+$1.1M2026-10-23
tru Independence LLC
INCREASED7,5047,338+166+2%$2.7M$3.8M+$1.1M2026-10-20
Deuterium Capital Management, LLC
UNCHANGED7,5007,50000%$2.8M$3.8M+$1.0M2026-11-04
Balance Wealth Partners LLC
DECREASED7,4878,625-1,138-13%$3.2M$3.8M+$622.9K2026-10-27
August Group Capital Ltd
INCREASED7,4787,406+72+1%$2.8M$3.8M+$1.1M2026-10-14
Braeburn Wealth Management LLC
INCREASED7,4617,330+131+2%$2.7M$3.8M+$1.1M2026-10-15
Riverwater Partners LLC
INCREASED7,4596,954+505+7%$2.6M$3.8M+$1.2M2026-11-03
Scheeler Financial LLC
NEW7,458—+7,458——$3.8M—2026-10-13
WealthTrust Asset Management, LLC
INCREASED7,4536,113+1,340+22%$2.3M$3.8M+$1.5M2026-10-22
Taylor Financial Group, Inc.
UNCHANGED7,4497,44900%$2.8M$3.8M+$1.0M2026-11-02
Meridian Financial Advisors, LLC
INCREASED7,4346,838+596+9%$2.6M$3.8M+$1.3M2026-10-14
Ridgewood Investments LLC
DECREASED7,4277,895-468-6%$2.9M$3.8M+$864.3K2026-10-05
Peck Wealth Management, LLC
DECREASED7,3987,548-150-2%$2.8M$3.8M+$978.9K2026-10-29
Aerodigm Wealth, LLC
DECREASED7,3678,542-1,175-14%$3.2M$3.8M+$592.3K2026-10-16
Seelaus Asset Management LLC
INCREASED7,3647,030+334+5%$2.6M$3.7M+$1.1M2026-10-14
Intelligence Driven Advisers, LLC
INCREASED7,3566,432+924+14%$2.4M$3.8M+$1.4M2026-10-09
Providence Financial Advisors, LLC
DECREASED7,3558,721-1,366-16%$3.3M$3.8M+$519.3K2026-11-06
FinArc Investments, Inc.
INCREASED7,3517,342+9+0%$2.7M$3.8M+$1.0M2026-10-14
LongView Wealth Management
DECREASED7,3407,648-308-4%$2.9M$3.8M+$912.1K2026-10-19
Pettinga Financial Advisors LLC
INCREASED7,3347,270+64+1%$2.7M$3.8M+$1.0M2026-10-13
Idaho Trust Co
DECREASED7,3237,360-370%$2.7M$3.8M+$1.0M2026-11-04
Sage Mountain Advisors LLC
DECREASED7,3078,871-1,564-18%$3.3M$3.7M+$438.7K2026-11-02
Live Oak Investment Partners
DECREASED7,2957,338-43-1%$2.7M$3.7M+$1.0M2026-10-23
Droms Strauss Advisors Inc
DECREASED7,2897,351-62-1%$2.7M$3.7M+$996.3K2026-11-03
Matrix Trust Co
DECREASED7,2847,463-179-2%$2.8K$3.7K+$9522026-10-07
Rosenberg Matthew Hamilton
DECREASED7,2667,368-102-1%$2.7M$3.7M+$978.4K2026-10-05
Alhambra Investment Management LLC
DECREASED7,2667,325-59-1%$2.7M$3.7M+$994.3K2026-10-15
Financial Synergies Wealth Advisors, Inc.
INCREASED7,2585,724+1,534+27%$2.1M$3.7M+$1.6M2026-10-16
MN Wealth Advisors, LLC
DECREASED7,2558,814-1,559-18%$3.3M$3.7M+$433.5K2026-10-23
Onyx Financial Advisors, LLC
INCREASED7,2487,235+13+0%$2.7M$3.7M+$1.0M2026-10-21
Kazazian Asset Management, LLC
DECREASED7,2469,796-2,550-26%$3.7M$3.7M+$62.4K2026-11-02
BOS Asset Management, LLC
DECREASED7,2317,339-108-1%$2.7M$3.7M+$971.2K2026-10-09
Innova Wealth Partners
INCREASED7,2236,874+349+5%$2.6M$3.7M+$1.1M2026-10-21
First National Bank Sioux Falls
DECREASED7,2227,384-162-2%$3.1M$3.7M+$601.0K2026-10-13
Donoghue Forlines LLC
NEW7,209—+7,209——$3.7M—2026-11-02
Willow Creek Wealth Management Inc.
INCREASED7,1987,195+3+0%$2.7M$3.7M+$1.0M2026-10-26
Total Wealth Planning & Management, Inc.
DECREASED7,1917,301-110-2%$2.7M$3.7M+$965.0K2026-10-23
Plan A Wealth LLC
INCREASED7,1877,066+121+2%$2.6M$3.7M+$1.1M2026-10-08
Berkshire Money Management, Inc.
NEW7,175—+7,175——$3.7M—2026-10-21
Wincap Financial LLC
INCREASED7,1706,630+540+8%$2.5M$3.7M+$1.2M2026-10-20
Security Financial Services, Inc.
INCREASED7,1686,867+301+4%$2.6M$3.7M+$1.1M2026-10-29
Atlas Private Wealth Advisors
INCREASED7,1416,384+757+12%$2.4M$3.7M+$1.3M2026-10-23
Mainsail Asset Management, LLC
DECREASED7,1327,423-291-4%$2.9M$3.8M+$851.5K2026-10-14
Connective Portfolio Management, LLC
INCREASED7,1245,024+2,100+42%$1.9M$3.7M+$1.8M2026-10-22
Deseret Mutual Benefit Administrators
INCREASED7,1196,909+210+3%$2.6M$3.7M+$1.1M2026-11-04
Foresight Capital Management Advisors, Inc.
DECREASED7,1167,233-117-2%$2.7M$3.6M+$951.9K2026-10-27
Clarus Wealth Advisors
DECREASED7,1118,087-976-12%$3.1M$3.8M+$704.6K2026-10-13
Walled Lake Planning & Wealth Management, LLC
DECREASED7,0957,929-834-11%$3.0M$3.6M+$681.3K2026-10-29
Washburn Capital Management, Inc.
DECREASED7,0907,362-272-4%$2.7M$3.6M+$890.6K2026-10-19
Mainstream Capital Management LLC
INCREASED7,0755,398+1,677+31%$2.0M$3.6M+$1.6M2026-10-23
Armor Investment Advisors, LLC
DECREASED7,0637,164-101-1%$2.7M$3.6M+$950.0K2026-10-27
Fearless Solutions, LLC dba Best Invest
INCREASED7,0426,547+495+8%$2.4M$3.6M+$1.2M2026-10-14
Financial Management Professionals, Inc.
INCREASED7,0346,753+281+4%$2.5M$3.6M+$1.1M2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
DECREASED7,0297,041-120%$2.6M$3.6M+$978.6K2026-10-15
Encompass More Asset Management
DECREASED7,0218,106-1,085-13%$3.0M$3.6M+$577.1K2026-10-16
Macroview Investment Management LLC
INCREASED7,0076,622+385+6%$2.5M$3.6M+$1.1M2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED6,9946,99400%$2.6M$3.6M+$978.3K2026-10-27
Towercrest Capital Management
DECREASED6,9847,017-330%$2.6M$3.6M+$964.7K2026-10-23
Renasant Bank
DECREASED6,9757,129-154-2%$2.7M$3.6M+$918.2K2026-11-05
Chiron Capital Management, LLC
DECREASED6,96210,671-3,709-35%$4.0M$3.6M-$409.7K2026-10-15
St. Louis Financial Planners Asset Management, LLC
NEW6,949—+6,949——$3.5M—2026-10-16
FF Advisors,LLC
INCREASED6,9416,724+217+3%$2.5M$3.6M+$1.1M2026-10-21
Archvest Wealth Advisors, Inc.
INCREASED6,9356,481+454+7%$2.4M$3.6M+$1.1M2026-10-29
National Wealth Management Group, LLC
DECREASED6,9348,332-1,398-17%$3.1M$3.6M+$448.4K2026-10-26
Koa Wealth Management, LLC
INCREASED6,9224,832+2,090+43%$1.8M$3.6M+$1.7M2026-10-14
Andrews Advisory Associates, LLC
DECREASED6,9146,933-190%$2.6M$3.5M+$959.7K2026-10-15
Dixon Fnancial Services, Inc.
UNCHANGED6,9066,90600%$2.6M$3.5M+$966.0K2026-10-23
Davis Capital Management
DECREASED6,9027,428-526-7%$2.8M$3.5M+$769.3K2026-10-08
Carter Financial Group, Inc.
DECREASED6,9006,918-180%$2.6M$3.5M+$958.5K2026-10-21
Verus Financial Partners, Inc.
INCREASED6,8815,498+1,383+25%$2.1M$3.5M+$1.5M2026-10-29
Schorn Wealth LLC
INCREASED6,8586,829+29+0%$2.5M$3.5M+$970.4K2026-10-14
Cannon Financial Strategists, Inc.
UNCHANGED6,8316,83100%$2.5M$3.5M+$955.6K2026-10-19
Investment Insight Wealth Management, LLC
DECREASED6,8176,820-30%$2.5M$3.5M+$952.4K2026-10-30
Optivise Advisory Services LLC
INCREASED6,8066,453+353+5%$2.4M$3.5M+$1.1M2026-10-19
Paladin Wealth, LLC
DECREASED6,7986,931-133-2%$2.6M$3.5M+$901.3K2026-10-23
Advisortrust Partners, LLC
INCREASED6,7966,256+540+9%$2.3M$3.5M+$1.2M2026-11-02
15 Wealth Advisors LLC
NEW6,795—+6,795——$3.5M—2026-10-14
Vivid Wealth Management, LLC
DECREASED6,7916,845-54-1%$2.6M$3.5M+$930.0K2026-10-27
BXM Wealth LLC
INCREASED6,7856,588+197+3%$2.5M$3.5M+$1.0M2026-11-03
GEM Asset Management, LLC
DECREASED6,7827,812-1,030-13%$2.9M$3.5M+$564.7K2026-10-13
Client 1ST Advisory Group, LLC
INCREASED6,7736,487+286+4%$2.4M$3.5M+$1.1M2026-10-19
MPS Loria Financial Planners, LLC
INCREASED6,7636,567+196+3%$2.4M$3.5M+$1.0M2026-10-14
Cooper S Advisors, LLC
INCREASED6,7626,389+373+6%$2.4M$3.5M+$1.1M2026-11-03
Triad Investment Management
INCREASED6,7616,635+126+2%$2.5M$3.5M+$992.7K2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW6,743—+6,743——$3.5M—2026-10-15
Legacy Wealth Partners, LLC
INCREASED6,7386,606+132+2%$2.5M$3.5M+$991.6K2026-10-15
Kennon-Green & Company, LLC
INCREASED6,7246,720+4+0%$2.5M$3.4M+$942.0K2026-10-05
Rhodes Investment Advisors Inc
INCREASED6,7146,535+179+3%$2.4M$3.4M+$1.0M2026-10-07
Power Wealth Management LLC
INCREASED6,7086,599+109+2%$2.5M$3.4M+$979.0K2026-10-27
MBM Wealth Consultants, LLC
INCREASED6,6886,364+324+5%$2.4M$3.4M+$1.1M2026-10-20
S. R. Schill & Associates
INCREASED6,6646,663+1+0%$2.5M$3.4M+$932.2K2026-10-20
Selective Wealth Management, Inc.
INCREASED6,6595,205+1,454+28%$2.0M$3.6M+$1.5M2026-10-16
Global Strategic Investment Solutions, LLC
INCREASED6,6586,331+327+5%$2.4M$3.4M+$1.1M2026-10-16
KFA Private Wealth Group, LLC
INCREASED6,6456,572+73+1%$2.5M$3.4M+$956.5K2026-10-07
KG Capital Management
INCREASED6,6406,537+103+2%$2.4M$3.4M+$967.2K2026-10-15
Gill Capital Partners, LLC
DECREASED6,6347,098-464-7%$2.6M$3.4M+$755.1K2026-10-13
Syntax Research, Inc.
DECREASED6,6296,845-216-3%$2.6M$3.4M+$846.7K2026-11-04
Tributary Capital Management, LLC
UNCHANGED6,6186,61800%$2.5M$3.4M+$925.7K2026-10-28
Arlington Financial Advisors, LLC
INCREASED6,6176,572+45+1%$2.5M$3.4M+$942.4K2026-10-19
AK Global Asset Management, LLC
UNCHANGED6,6106,61000%$2.5M$3.4M+$924.6K2026-10-27
Three Seasons Wealth, LLC
DECREASED6,60886,823-80,215-92%$32.4M$3.4M-$29.0M2026-11-03
Crumly & Associates Inc.
INCREASED6,5975,933+664+11%$2.2M$3.4M+$1.2M2026-10-07
LVZ, Inc.
INCREASED6,5906,340+250+4%$2.4M$3.4M+$1.0M2026-10-20
Kennedy Investment Group, Inc.
DECREASED6,5836,590-70%$2.5M$3.4M+$918.6K2026-10-21
Quantum Financial Planning Services, Inc.
INCREASED6,5824,701+1,881+40%$1.8M$3.4M+$1.6M2026-10-14
Jefferson Bridge Capital, LLC
UNCHANGED6,5646,56400%$2.4M$3.4M+$918.2K2026-11-06
ADE, LLC
INCREASED6,5586,557+1+0%$2.4M$3.4M+$917.7K2026-10-29
Level Wealth Management LLC
INCREASED6,5505,471+1,079+20%$2.0M$3.4M+$1.3M2026-10-23
Willis Johnson Wealth, Inc.
INCREASED6,5505,763+787+14%$2.1M$3.4M+$1.2M2026-11-03
Iron Financial LLC
INCREASED6,5436,390+153+2%$2.4M$3.4M+$971.9K2026-10-23
Johnson Financial Group, LLC
DECREASED6,54218,209-11,667-64%$6.8M$3.4M-$3.4M2026-11-03
Johnson & White Wealth Management, LLC
INCREASED6,5196,425+94+1%$2.4M$3.3M+$946.9K2026-11-03
Elevation Wealth Partners, LLC
DECREASED6,5056,643-138-2%$2.5M$3.3M+$858.4K2026-10-07
DCF Advisers, LLC
DECREASED6,5009,725-3,225-33%$3.6M$3.3M-$293.8K2026-11-04
Kaizen Financial Strategies
DECREASED6,4996,701-202-3%$2.6M$3.3M+$758.4K2026-10-09
Brooklyn FI, LLC
INCREASED6,4941,502+4,992+332%$586.3K$3.6M+$3.0M2026-11-05
GK Wealth Management LLC
NEW6,488—+6,488——$3.3M—2026-10-09
MBA Advisors LLC
DECREASED6,4737,099-626-9%$2.6M$3.3M+$671.9K2026-10-29
Stordahl Capital Management, Inc.
DECREASED6,4696,676-207-3%$2.5M$3.3M+$827.7K2026-10-22
BCS Wealth Management
DECREASED6,4686,651-183-3%$2.5M$3.3M+$836.6K2026-11-03
Focus Wealth Advisors, LLC
DECREASED6,4596,520-61-1%$2.4M$3.3M+$880.7K2026-10-14
Capstone Wealth Management Group, Inc.
INCREASED6,4556,202+253+4%$2.3M$3.3M+$997.5K2026-10-19
Tandem Investment Partners LLC
DECREASED6,4526,526-74-1%$2.4M$3.3M+$874.9K2026-10-16
Lakeshore Capital Group, Inc.
INCREASED6,4506,015+435+7%$2.2M$3.3M+$1.1M2026-10-20
Miller Financial Services LLC
INCREASED6,4055,403+1,002+19%$2.0M$3.3M+$1.3M2026-10-20
Three Bridge Wealth Advisors, LLC
INCREASED6,4026,228+174+3%$2.3M$3.3M+$960.4K2026-11-05
Doliver Advisors, LP
DECREASED6,3866,476-90-1%$2.4M$3.3M+$859.7K2026-10-01
Tlwm
INCREASED6,3786,353+25+0%$2.4M$3.3M+$901.5K2026-10-09
Investmark Advisory Group LLC
INCREASED6,3595,477+882+16%$2.0M$3.3M+$1.2M2026-10-27
IFG Advisors, LLC
INCREASED6,3576,335+22+0%$2.4M$3.3M+$897.6K2026-10-15
Pathway Wealth Management LLC
DECREASED6,3556,375-200%$2.4M$3.3M+$881.5K2026-10-19
Junk Investment Group, LLC
INCREASED6,3516,203+148+2%$2.3M$3.3M+$943.6K2026-10-19
Donalies Financial Planning, LLC
INCREASED6,3476,341+6+0%$2.4M$3.3M+$890.0K2026-10-19
Lynx Investment Advisory
DECREASED6,34210,257-3,915-38%$3.8M$3.3M-$573.6K2026-10-27
Redwood Family Wealth LLC
INCREASED6,3396,247+92+1%$2.3M$3.3M+$920.7K2026-10-20
Meadowbrook Wealth Management, LLC
INCREASED6,3366,091+245+4%$2.3M$3.2M+$977.7K2026-10-08
Rezny Wealth Management, Inc.
INCREASED6,3356,141+194+3%$2.3M$3.2M+$958.6K2026-10-15
Flagship Wealth Advisors, LLC
INCREASED6,3275,727+600+10%$2.1M$3.2M+$1.1M2026-11-03
Copper Harbor Investment Advisors, LLC
DECREASED6,3206,517-197-3%$2.4M$3.2M+$810.5K2026-10-16
Ted Buchan & Co
DECREASED6,3066,793-487-7%$2.5M$3.2M+$700.8K2026-10-23
WPG Advisers, LLC
INCREASED6,3066,128+178+3%$2.3M$3.2M+$948.6K2026-10-27
Murphy & Mullick Capital Management Corp
DECREASED6,3066,414-108-2%$2.4M$3.2M+$841.8K2026-11-02
Pathway Financial Advisors LLC
DECREASED6,3026,745-443-7%$2.6M$3.2M+$598.5K2026-10-07
Cascade Investment Group, Inc.
DECREASED6,3006,325-250%$2.4M$3.2M+$871.9K2026-10-13
Legacy Financial Group, Inc.
INCREASED6,2995,880+419+7%$2.2M$3.2M+$1.0M2026-10-21
Voisard Asset Management Group, Inc.
INCREASED6,2915,336+955+18%$2.0M$3.2M+$1.2M2026-10-13
Corrado Advisors, LLC
INCREASED6,2806,257+23+0%$2.3M$3.2M+$887.4K2026-10-27
Tarbox Family Office, Inc.
INCREASED6,2716,033+238+4%$2.3M$3.2M+$966.0K2026-10-23
Mindset Wealth Management, LLC
INCREASED6,2706,262+8+0%$2.3M$3.2M+$880.3K2026-10-19
Inspirion Wealth Advisors, LLC
DECREASED6,2696,271-20%$2.4M$3.2M+$805.8K2026-10-09
Cpwa, LLC
INCREASED6,2616,011+250+4%$2.2M$3.4M+$1.1M2026-11-04
Alliance Wealth Management Group
DECREASED6,2596,292-33-1%$2.3M$3.2M+$863.3K2026-10-29
DecisionPoint Financial, LLC
DECREASED6,2596,272-130%$2.4M$3.2M+$799.6K2026-10-27
Shelton Wealth Management, LLC
INCREASED6,2565,363+893+17%$2.0M$3.2M+$1.2M2026-10-16
KFG Wealth Management, LLC
DECREASED6,2457,328-1,083-15%$2.7M$3.2M+$469.7K2026-10-16
Shira Ridge Wealth Management
DECREASED6,2446,384-140-2%$2.4M$3.2M+$820.9K2026-10-09
Hummer Financial Advisory Services Inc
UNCHANGED6,2436,24300%$2.3M$3.2M+$873.3K2026-10-09
Elevated Capital Advisors, LLC
DECREASED6,22013,211-6,991-53%$4.9M$3.2M-$1.7M2026-11-04
Center for Wealth Management Advisory
INCREASED6,2195,734+485+8%$2.1M$3.2M+$1.1M2026-10-23
LFA - Lugano Financial Advisors SA
DECREASED6,2086,604-396-6%$2.4M$3.2M+$771.0K2026-11-03
Nautilus Advisors LLC
INCREASED6,2056,090+115+2%$2.3M$3.2M+$837.6K2026-10-07
AWM Capital, LLC
INCREASED6,1984,531+1,667+37%$1.7M$3.2M+$1.5M2026-10-16
Evansbrook LLC
INCREASED6,1916,008+183+3%$2.2M$3.2M+$934.6K2026-10-16
Watershed Private Wealth LLC
INCREASED6,1843,851+2,333+61%$1.4M$3.2M+$1.7M2026-10-30
Sun Group Wealth Partners
INCREASED6,1796,098+81+1%$2.3M$3.2M+$894.6K2026-10-26
Bell Investment Advisors, Inc
INCREASED6,1735,461+712+13%$2.0M$3.2M+$1.1M2026-10-29
Broadway Wealth Solutions, Inc.
DECREASED6,1636,186-230%$2.3M$3.2M+$853.8K2026-10-21
Hopwood Financial Services, Inc.
DECREASED6,1576,366-209-3%$2.4M$3.2M+$783.3K2026-10-29
Avion Wealth
INCREASED6,1565,927+229+4%$2.2M$3.2K-$2.2M2026-11-04
Landmark Wealth Management, LLC
DECREASED6,1526,430-278-4%$2.4M$3.2M+$756.7K2026-11-03
ARK & TLK Investments, LLC
DECREASED6,1406,513-373-6%$2.4M$3.1M+$719.7K2026-10-20
Tennessee Valley Asset Management Partners
DECREASED6,1356,235-100-2%$2.3M$3.1M+$821.1K2026-11-03
Latitude Advisors, LLC
INCREASED6,1265,843+283+5%$2.2M$3.1M+$962.7K2026-10-27
Neumann Capital Management, LLC
INCREASED6,1226,042+80+1%$2.3M$3.1M+$886.2K2026-10-15
Blackston Financial Advisory Group, LLC
INCREASED6,1205,981+139+2%$2.2M$3.1M+$907.9K2026-11-04
Peoples Bank
DECREASED6,1126,160-48-1%$2.3M$3.1M+$837.1K2026-10-26
Bdfs Capital LLC
INCREASED6,1045,794+310+5%$2.2M$3.1M+$969.2K2026-10-14
Pacific Park Financial, Inc.
DECREASED6,0997,136-1,037-15%$2.7M$3.1M+$466.3K2026-10-13
Financial Harvest, LLC
INCREASED6,0965,475+621+11%$2.0M$3.1M+$1.1M2026-10-15
Retirement Guys Formula LLC
INCREASED6,0926,074+18+0%$2.3M$3.1M+$859.0K2026-10-26
Cortland Associates Inc
DECREASED6,0866,102-160%$2.3M$3.1M+$846.0K2026-10-29
Merrion Investment Management Co, LLC
DECREASED6,0656,165-100-2%$2.3M$3.1M+$811.1K2026-10-16
Palacios Wealth Management, LLC
INCREASED6,0596,030+29+0%$2.2M$3.1M+$858.4K2026-11-04
Avail Investment Partners, LLC
INCREASED6,0565,648+408+7%$2.1M$3.1M+$998.9K2026-10-16
IronOak Wealth Llc.
NEW6,044—+6,044——$3.1M—2026-11-06
Catalyst Private Wealth, LLC
INCREASED6,0425,745+297+5%$2.1M$3.1M+$955.9K2026-10-13
Cravens & Co Advisors, LLC
INCREASED6,0425,865+177+3%$2.2M$3.1M+$911.2K2026-10-16
Connecticut Capital Management Group, LLC
INCREASED6,0425,901+141+2%$2.2M$3.1M+$897.8K2026-10-29
Hickory Point Bank & Trust
DECREASED6,0386,116-78-1%$2.3M$3.1M+$815.5K2026-10-01
Shepherd Street Advisors LLC
INCREASED6,0285,899+129+2%$2.3M$3.2M+$891.6K2026-10-21
Shah Wealth Advisors, LLC
INCREASED6,0273,692+2,335+63%$1.4M$3.1M+$1.7M2026-11-06
Gilpin Wealth Management, LLC
INCREASED6,0185,478+540+10%$2.0M$3.1M+$1.0M2026-10-09
Wiser Wealth Management, Inc
INCREASED6,0095,369+640+12%$2.0M$3.1M+$1.1M2026-10-14
Grant Street Asset Management, Inc.
INCREASED6,0045,906+98+2%$2.2M$3.1M+$876.5K2026-10-26
Viking Fund Management LLC
UNCHANGED6,0006,00000%$2.2M$3.1M+$839.3K2026-10-14
Warburton Capital Management, LLC
INCREASED5,9895,584+405+7%$2.1M$3.1M+$1.0M2026-11-06
Partnership Wealth Management, LLC
DECREASED5,9786,055-77-1%$2.3M$3.1M+$807.5K2026-10-05
Nolet Wealth Management, LLC
INCREASED5,9595,586+373+7%$2.1M$3.1M+$972.7K2026-10-15
Atlas Wealth Partners, LLC
INCREASED5,9495,724+225+4%$2.1M$3.1M+$916.1K2026-11-03
Prairiewood Capital, LLC
DECREASED5,9436,137-194-3%$2.3M$3.0M+$758.9K2026-10-16
Elevated Private Wealth, LLC
INCREASED5,9345,921+13+0%$2.2M$3.0M+$835.0K2026-10-15
Private Wealth Management Group, LLC
INCREASED5,9305,690+240+4%$2.1M$3.0M+$918.7K2026-10-19
Discipline Wealth Solutions, LLC
DECREASED5,9005,904-40%$2.2M$3.0M+$824.1K2026-10-14
Hoge Financial Services, LLC
DECREASED5,8917,024-1,133-16%$2.6M$3.0M+$401.6K2026-11-05
TFB Advisors LLC
INCREASED5,8825,722+160+3%$2.1M$3.0M+$882.5K2026-11-02
Entrewealth, LLC
INCREASED5,8655,098+767+15%$2.5M$3.0M+$460.2K2026-10-14
Stonekeep Investments, LLC
UNCHANGED5,8615,86100%$2.2K$3.0M+$3.0M2026-10-15
MKT Advisors LLC
DECREASED5,8507,651-1,801-24%$3.0M$3.1M+$82.4K2026-10-20
BlueChip Wealth Advisors LLC
INCREASED5,8474,632+1,215+26%$1.7M$3.0M+$1.3M2026-11-03
Heritage Investment Group, Inc.
INCREASED5,8445,824+20+0%$2.2M$3.0M+$824.9K2026-11-03
Tannin Capital LLC
DECREASED5,8436,911-1,068-15%$2.6M$3.0M+$419.1K2026-11-05
McNaughton Wealth Management, LLC
DECREASED5,8415,851-100%$2.2M$3.0M+$813.3K2026-10-09
Carlson Financial, Inc.
INCREASED5,8255,807+18+0%$2.2M$3.0M+$819.8K2026-11-05
Orgel Wealth Management, LLC
INCREASED5,8135,521+292+5%$2.1M$3.0M+$922.0K2026-10-14
Wilkerson Advisory Group LLC
INCREASED5,7975,129+668+13%$1.9M$3.0M+$1.1M2026-10-20
Cherrydale Wealth Management, LLC
INCREASED5,7945,746+48+1%$2.1M$3.0M+$828.2K2026-10-20
Cardinal Strategic Wealth Guidance
DECREASED5,7945,837-43-1%$2.2M$3.0M+$794.4K2026-11-02
Reston Wealth Management LLC
DECREASED5,7905,870-80-1%$2.2M$3.0M+$780.0K2026-10-29
Diversified Portfolios, Inc.
INCREASED5,7695,629+140+2%$2.1M$3.0M+$858.8K2026-11-04
Karras Company, Inc.
NEW5,762—+5,762——$3.0M—2026-10-16
AtlasMark Financial, Inc
UNCHANGED5,7615,76100%$2.1M$3.0M+$805.8K2026-10-13
Planned Solutions, Inc.
INCREASED5,7585,652+106+2%$2.1M$3.0M+$844.9K2026-10-19
Kraft, Davis & Associates, LLC
INCREASED5,7565,202+554+11%$2.0M$3.1M+$1.1M2026-10-21
Genesis Private Wealth, LLC
INCREASED5,7495,449+300+6%$2.0M$2.9M+$916.1K2026-11-02
Clearwave Capital, LLC
DECREASED5,74112,742-7,001-55%$4.8M$2.9M-$1.8M2026-10-27
Capstone Wealth Management, LLC
INCREASED5,7394,120+1,619+39%$1.5M$2.9M+$1.4M2026-11-02
Meriwether Wealth & Planning, LLC
DECREASED5,7355,809-74-1%$2.2M$2.9M+$774.6K2026-10-13
A. D. Beadell Investment Counsel, Inc.
INCREASED5,7135,710+3+0%$2.1K$2.9K+$8012026-10-14
Acima Private Wealth, LLC
UNCHANGED5,6975,69700%$2.1M$2.9M+$796.9K2026-10-05
Collective Family Office LLC
DECREASED5,6875,884-197-3%$2.2M$2.9M+$722.0K2026-10-05
Wisconsin Wealth Advisors, LLC
INCREASED5,6745,665+9+0%$2.1M$2.9M+$797.2K2026-10-08
Coquina Private Wealth LLC
DECREASED5,6625,874-212-4%$2.2M$2.9M+$712.9K2026-10-27
Creative Capital Management Investments LLC
INCREASED5,6625,490+172+3%$2.0M$2.9M+$856.5K2026-10-28
Apex Wealth Management, LLC
DECREASED5,6515,714-63-1%$2.1M$2.9M+$767.1K2026-10-20
Magnolia Capital Management LTD
DECREASED5,6456,450-805-12%$2.4K$2.9K+$4892026-10-09
Creekside Partners
DECREASED5,6375,715-78-1%$2.1M$2.9M+$759.6K2026-11-04
Sentinel Pension Advisors, LLC
INCREASED5,6334,376+1,257+29%$1.7M$2.9M+$1.2M2026-11-02
Littlejohn Financial Services, Inc.
DECREASED5,6306,188-558-9%$2.3M$2.9M+$579.5K2026-11-06
Instrumental Wealth, LLC
INCREASED5,6225,541+81+1%$2.1M$2.9M+$816.7K2026-10-20
Pachira Investments Inc.
DECREASED5,6205,717-97-2%$2.1M$2.9M+$749.8K2026-10-14
Lipe & Dalton
DECREASED5,6035,653-50-1%$2.1K$2.9K+$7652026-10-15
TriaGen Wealth Management LLC
DECREASED5,5905,779-189-3%$2.2M$2.9M+$711.6K2026-10-14
Cathy Pareto & Associates, Inc
INCREASED5,5905,544+46+1%$2.1M$2.9M+$799.6K2026-10-15
Centerpoint Advisory Group
INCREASED5,5905,560+30+1%$2.1M$2.9M+$793.1K2026-10-23
Bayban
UNCHANGED5,5875,58700%$2.1M$2.1M$02026-11-05
Three Magnolias Financial Advisors, LLC
DECREASED5,5786,965-1,387-20%$2.6M$2.9M+$262.7K2026-10-14
Comprehensive Wealth Management, LLC
INCREASED5,5774,765+812+17%$1.8M$2.9M+$1.1M2026-11-02
Ballast Rock Private Wealth LLC
DECREASED5,5665,590-240%$2.1M$2.9M+$769.4K2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED5,5645,871-307-5%$2.2M$2.9M+$663.8K2026-10-16
Taylor Securities Services, Inc.
INCREASED5,5625,489+73+1%$2.0M$2.9M+$805.2K2026-10-20
RS Crum Inc.
DECREASED5,5405,780-240-4%$2.2M$2.8M+$685.4K2026-10-19
Endeavor Private Wealth, Inc.
DECREASED5,5395,583-44-1%$2.1M$2.8M+$759.0K2026-11-05
MFA Wealth Services
INCREASED5,5315,465+66+1%$2.0M$2.8M+$798.0K2026-10-14
Sage Investment Counsel LLC
INCREASED5,5285,423+105+2%$2.0M$2.8M+$812.6K2026-10-26
Old Peak Finance LLC
INCREASED5,5194,583+936+20%$1.7M$2.8M+$1.1M2026-11-02
Code Waechter LLC
INCREASED5,5055,343+162+3%$2.0M$2.8M+$830.5K2026-10-23
Wellington Shields Capital Management, LLC
DECREASED5,500107,830-102,330-95%$40.2M$2.8M-$37.4M2026-11-03
Wellington Shields & Co., LLC
DECREASED5,50069,498-63,998-92%$25.9M$2.8M-$23.1M2026-11-03
Capital Management Associates
UNCHANGED5,5005,50000%$2.1M$2.8M+$769.3K2026-11-03
Stone Wealth Partners
INCREASED5,4902,721+2,769+102%$1.0M$2.8M+$1.8M2026-11-05
Smith Asset Management Co., LLC
INCREASED5,4735,066+407+8%$1.9M$2.8M+$917.4K2026-10-16
Wealth Management Nebraska
INCREASED5,4655,293+172+3%$2.0M$2.8M+$828.7K2026-10-26
Endowment Wealth Management, Inc.
DECREASED5,4645,487-230%$2.0M$2.8M+$755.4K2026-11-03
Townsend & Associates, Inc
DECREASED5,4547,075-1,621-23%$2.8M$2.9M+$39.5K2026-10-23
Great Waters Wealth Management
INCREASED5,4535,313+140+3%$2.0M$2.8M+$814.9K2026-10-07
Capitol Family Office, Inc.
DECREASED5,4515,610-159-3%$2.1M$2.8M+$703.0K2026-10-13
Heritage Wealth Management, Inc.
INCREASED5,4245,255+169+3%$2.0M$2.8M+$821.4K2026-10-27
Halbert Hargrove Global Advisors, LLC
INCREASED5,4225,419+3+0%$2.0M$2.8M+$759.4K2026-10-16
Lord & Richards Wealth Management, LLC
DECREASED5,4065,613-207-4%$2.1M$2.8M+$678.1K2026-10-14
Ulland Investment Advisors, LLC
INCREASED5,4045,349+55+1%$2.0K$2.8K+$7772026-10-13
Cogent Private Wealth, Inc.
DECREASED5,3997,400-2,001-27%$2.8M$2.8M+$8.7K2026-11-06
Financial Freedom, LLC
INCREASED5,3975,393+4+0%$2.0M$2.8M+$756.6K2026-11-06
Jefferies Financial Group Inc.
DECREASED5,386125,660-120,274-96%$46.9M$2.8M-$44.1M2026-11-05
Eads & Heald Wealth Management
DECREASED5,3805,471-91-2%$2.0M$2.8M+$718.6K2026-10-29
BNB Wealth Management, LLC
DECREASED5,3645,371-70%$2.0M$2.8M+$747.9K2026-10-28
Langley Wealth Management, LLC
DECREASED5,3565,468-112-2%$2.0M$2.7M+$707.4K2026-11-04
SRH Advisors, LLC
UNCHANGED5,3545,35400%$2.0M$2.7M+$749.0K2026-10-22
Cynosure Group, LLC
UNCHANGED5,3495,34900%$2.0M$2.7M+$748.2K2026-11-03
Cornerstone Planning Group LLC
INCREASED5,3465,285+61+1%$2.1M$2.9M+$797.4K2026-10-16
Antonelli Financial Advisors, LLC
DECREASED5,3265,575-249-4%$2.1M$2.7M+$652.0K2026-10-13
Moisand Fitzgerald Tamayo, LLC
INCREASED5,3215,101+220+4%$1.9M$2.7M+$826.0K2026-10-15
Smallwood Wealth Investment Management, LLC
INCREASED5,3064,913+393+8%$1.8M$2.7M+$888.7K2026-10-30
Paulson Wealth Management Inc.
DECREASED5,2975,664-367-6%$2.1M$2.7M+$604.2K2026-11-02
Jacksonville Wealth Management, LLC
INCREASED5,2804,997+283+6%$1.9M$2.7M+$844.2K2026-10-30
Howard Bailey Securities, LLC
DECREASED5,2766,034-758-13%$2.3M$2.7M+$455.2K2026-10-27
Guided Capital Wealth Management, LLC
DECREASED5,2665,648-382-7%$2.1M$2.7M+$594.3K2026-10-21
Elser Financial Planning, Inc
INCREASED5,2665,109+157+3%$1.9M$2.7M+$795.2K2026-10-16
Sidoxia Capital Management, LLC
INCREASED5,2655,155+110+2%$1.9M$2.7M+$777.3K2026-10-28
Cornerstone National Bank & Trust Co
INCREASED5,2584,867+391+8%$1.9M$2.7M+$826.0K2026-10-20
Denver PWM, LLC
DECREASED5,2525,618-366-7%$2.8M$2.7M-$89.5K2026-10-22
CJM Wealth Advisers, Ltd.
INCREASED5,2505,205+45+1%$1.9M$2.7M+$751.2K2026-10-27
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED5,2475,374-127-2%$2.1M$2.8M+$693.0K2026-10-21
TrueWealth Advisors, LLC
INCREASED5,2425,241+1+0%$2.0M$2.7M+$733.7K2026-10-09
WMS Group LLC
DECREASED5,2405,302-62-1%$2.0M$2.7M+$709.8K2026-11-06
Invested Advisors
DECREASED5,2405,294-54-1%$2.0M$2.7M+$712.8K2026-10-23
Pacific Capital Wealth Advisors, Inc.
INCREASED5,2374,358+879+20%$1.6M$2.7M+$1.1M2026-10-22
Promethium Advisors,llc
INCREASED5,2235,118+105+2%$1.9M$2.7M+$769.8K2026-10-19
Acorn Financial Advisory Services Inc
INCREASED5,2215,102+119+2%$1.9M$2.7M+$774.9K2026-11-02
Ironsides Asset Advisors, LLC
INCREASED5,2194,679+540+12%$1.7M$2.7M+$931.6K2026-10-20
WMG Financial Advisors, LLC
UNCHANGED5,2065,20600%$1.9M$1.9M$02026-10-28
Capital Square, LLC
DECREASED5,1975,284-87-2%$2.0M$2.7M+$630.6K2026-10-19
Southern Michigan Bank & Trust
DECREASED5,1925,337-145-3%$2.0M$2.7M+$672.2K2026-10-19
Fell Capital Management
DECREASED5,1885,880-692-12%$2.2M$2.7M+$467.6K2026-10-09
Hardworking Capital Advisors, LLC
INCREASED5,1844,995+189+4%$1.9M$2.7M+$795.5K2026-10-20
Prodigy Asset Management LLC
UNCHANGED5,1785,17800%$1.9M$2.7M+$724.4K2026-10-28
Sunrise Financial Services, LLC
DECREASED5,1725,216-44-1%$1.9M$2.7M+$707.0K2026-10-21
Cassia Capital Partners, LLC
INCREASED5,1675,089+78+2%$1.9M$2.7M+$751.6K2026-11-04
Eagle Harbor Asset Management Inc
DECREASED5,1575,162-50%$1.9M$2.6M+$719.5K2026-10-21
Aspen Wealth Management LLC
DECREASED5,1505,828-678-12%$2.2M$2.6M+$467.8K2026-10-14
Dala Group, LLC
INCREASED5,1384,762+376+8%$1.8M$2.6M+$859.2K2026-10-29
Ares Financial Consulting, LLC
INCREASED5,1325,088+44+1%$1.9M$2.6M+$734.5K2026-10-19
Sage Capital Management, LLC
INCREASED5,1255,119+6+0%$1.9M$2.6M+$719.6K2026-10-20
Guardian Financial Partners, LLC
INCREASED5,1185,017+101+2%$1.9M$2.6M+$753.6K2026-11-04
O'Domhnaill Enterprises, Inc.
INCREASED5,1022,834+2,268+80%$1.1M$2.6M+$1.6M2026-10-29
Cannon Capital Management, Inc.
INCREASED5,0974,826+271+6%$1.8M$2.6M+$814.3K2026-11-03
Sherman Asset Management, Inc.
UNCHANGED5,0975,09700%$1.9M$2.6M+$713.1K2026-11-05
Burns Matteson Capital Management, LLC
DECREASED5,0946,183-1,089-18%$2.3M$2.6M+$306.0K2026-10-16
Arwa LLC
DECREASED5,0945,464-370-7%$2.2M$2.8M+$576.7K2026-10-21
Kurv Investment Management LLC
INCREASED5,0934,675+418+9%$1.7M$2.6M+$868.3K2026-10-28
IMZ Advisory Inc
DECREASED5,0875,105-180%$1.9M$2.6M+$704.8K2026-11-03
Todd Wealth Management, LLC
INCREASED5,0805,019+61+1%$1.9M$2.6M+$733.5K2026-10-19
Twelve Points Wealth Management LLC
DECREASED5,0725,269-197-4%$2.0M$2.6M+$681.7K2026-11-03
Kaydan Wealth Management, Inc.
DECREASED5,0725,160-88-2%$1.9M$2.6M+$676.5K2026-10-08
Fidato Wealth LLC
INCREASED5,065550+4,515+821%$205.2K$2.6M+$2.4M2026-10-13
Smith Partners Wealth Management, LLC
INCREASED5,0653,816+1,249+33%$1.4M$2.6M+$1.2M2026-11-05
Windsor Capital Management, LLC
INCREASED5,0605,034+26+1%$1.9M$2.6M+$717.5K2026-10-13
Asset Planning,Inc
DECREASED5,0555,102-47-1%$1.9M$2.6M+$689.9K2026-10-26
Cowa, LLC
DECREASED5,0555,057-20%$1.9M$2.6M+$706.3K2026-10-30
jvl associates llc
INCREASED5,0434,776+267+6%$1.8M$2.6M+$805.0K2026-10-09
apricus wealth, LLC
DECREASED5,0395,079-40-1%$1.9M$2.6M+$689.9K2026-10-26
Key Capital Management, Inc
INCREASED5,0221,222+3,800+311%$455.6K$2.6M+$2.2M2026-11-03
Zinnia Wealth Advisory, LLC
INCREASED4,9834,737+246+5%$1.8M$2.6M+$788.8K2026-11-06
Portfolio Strategies, Inc.
DECREASED4,9815,001-200%$1.9M$2.6M+$689.5K2026-11-06
Conrad Siegel Investment Advisors, Inc.
DECREASED4,9795,023-44-1%$1.9M$2.6M+$680.1K2026-10-08
Kaufman Rossin Wealth, LLC
INCREASED4,9773,216+1,761+55%$1.2M$2.6M+$1.3M2026-10-19
Mine & Arao Wealth Creation & Management, Llc.
INCREASED4,9744,925+49+1%$1.8M$2.6M+$714.0K2026-10-29
CMG Global Holdings, LLC
DECREASED4,9725,456-484-9%$2.0M$2.6M+$514.9K2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
DECREASED4,9714,992-210%$1.9M$2.5M+$687.5K2026-10-28
Curat Global, LLC
UNCHANGED4,9704,97000%$1.9M$2.5M+$696.0K2026-10-26
Frederick Financial Consultants, LLC
INCREASED4,9594,549+410+9%$1.7M$2.5M+$847.0K2026-10-29
Malaga Cove Capital, LLC
DECREASED4,9505,203-253-5%$1.9M$2.5M+$598.0K2026-10-23
Acorn Creek Capital LLC
DECREASED4,9425,598-656-12%$2.1M$2.5M+$446.6K2026-11-05
Capital Squared Financial LLC
DECREASED4,9385,171-233-5%$1.9M$2.5M+$603.6K2026-10-30
Flagstone Financial Management
DECREASED4,9385,100-162-3%$1.9M$2.5M+$630.6K2026-11-05
Verde Capital Management
DECREASED4,9079,279-4,372-47%$3.5M$2.5M-$944.3K2026-10-28
Yoder Wealth Management, Inc.
INCREASED4,9034,810+93+2%$1.8M$2.5M+$720.5K2026-10-13
Unified Investment Management
INCREASED4,8924,838+54+1%$1.8M$2.5M+$704.6K2026-10-14
Legacies Wealth LLC
INCREASED4,8794,158+721+17%$1.6M$2.5M+$951.4K2026-11-02
1620 Investment Advisors, Inc.
INCREASED4,8594,447+412+9%$1.7M$2.5M+$833.4K2026-11-04
PFG Private Wealth Management, LLC
INCREASED4,8584,835+23+0%$1.8M$2.5M+$688.0K2026-10-15
Horizon Financial Services, LLC
INCREASED4,8534,360+493+11%$1.6M$2.5M+$862.6K2026-11-04
ERn Financial, LLC
INCREASED4,8474,775+72+2%$1.8M$2.5M+$704.7K2026-10-28
Drum Hill Capital, LLC
INCREASED4,8404,380+460+11%$1.6M$2.5M+$848.6K2026-10-20
Define Financial, LLC
INCREASED4,8374,518+319+7%$1.7M$2.5M+$795.7K2026-10-14
SilverOak Wealth Management LLC
INCREASED4,8314,788+43+1%$1.8M$2.5M+$691.5K2026-10-29
Postrock Partners LLC
INCREASED4,8234,753+70+1%$1.8M$2.5M+$700.8K2026-11-02
Post Resch Tallon Group Inc.
INCREASED4,8224,790+32+1%$1.8M$2.5M+$686.4K2026-10-09
Element Pointe Advisors, LLC
INCREASED4,8144,774+40+1%$1.8M$2.5M+$688.2K2026-10-21
Corundum Trust Company, Inc
DECREASED4,8124,823-110%$1.8M$2.5M+$669.0K2026-10-29
4Wealth Advisors, Inc.
DECREASED4,8076,690-1,883-28%$2.5M$2.4M-$18.9K2026-10-13
ACT Advisors, Llc.
INCREASED4,8003,999+801+20%$1.5M$2.5M+$970.4K2026-10-15
Sierra Ocean, LLC
INCREASED4,7934,528+265+6%$1.7M$2.5M+$769.3K2026-11-03
4J Wealth Management LLC
DECREASED4,7924,822-30-1%$1.8M$2.5M+$659.1K2026-11-02
Pacific Center for Financial Services
DECREASED4,7904,804-140%$1.8M$2.5M+$665.0K2026-10-15
Emergent Wealth Advisors, LLC
INCREASED4,7884,463+325+7%$1.7M$2.5M+$759.9K2026-10-09
Silverberg Bernstein Capital Management LLC
DECREASED4,7625,762-1,000-17%$2.1M$2.4M+$293.1K2026-10-13
Brown Wealth Management, LLC
INCREASED4,7483,809+939+25%$1.4M$2.4M+$1.0M2026-10-20
Katamaran Capital LLP
INCREASED4,7404,555+185+4%$1.7M$2.4M+$732.0K2026-10-27
Steinberganna Wealth Management
DECREASED4,7388,390-3,652-44%$3.1M$2.4M-$699.9K2026-10-23
IVC Wealth Advisors LLC
INCREASED4,7354,639+96+2%$1.7M$2.4M+$698.0K2026-10-23
Kingsman Wealth Management, Inc.
INCREASED4,7334,147+586+14%$1.5M$2.4M+$880.8K2026-10-13
Momentous Wealth Management, Inc.
INCREASED4,7294,298+431+10%$1.6M$2.4M+$822.2K2026-10-21
Elevate Capital Advisors, LLC
DECREASED4,7206,016-1,296-22%$2.2M$2.4M+$177.0K2026-11-02
Saxony Capital Management, LLC
INCREASED4,7204,065+655+16%$1.5M$2.4M+$904.4K2026-10-15
Optimist Retirement Group LLC
DECREASED4,7035,765-1,062-18%$2.2M$2.4M+$261.4K2026-10-30
Sterling Wealth Management, Inc.
INCREASED4,6924,689+3+0%$1.7M$2.4M+$657.5K2026-10-23
CPA Asset Management Group, LLC
DECREASED4,6904,692-20%$1.8M$2.4M+$655.4K2026-10-26
Stonebridge Financial Planning Group, LLC
DECREASED4,6834,841-158-3%$1.8M$2.4M+$595.9K2026-11-06
Tealwood Asset Management Inc
DECREASED4,6825,015-333-7%$1.9K$2.4K+$5312026-10-13
American National Bank of Texas
INCREASED4,6664,557+109+2%$1.7M$2.4M+$693.3K2026-10-07
Continuum Wealth Advisors, LLC
DECREASED4,6614,803-142-3%$1.8M$2.4M+$599.1K2026-10-20
LightSquare Wealth Management, LLC
DECREASED4,6594,804-145-3%$1.8M$2.4M+$597.4K2026-11-03
Womack Financial LLC
INCREASED4,6564,528+128+3%$1.7M$2.4M+$699.0K2026-10-14
Braun-Bostich & Associates Inc.
DECREASED4,6384,806-168-3%$1.8M$2.4M+$586.1K2026-10-20
OxenFree Capital LLC
INCREASED4,6364,634+2+0%$1.8M$2.5M+$652.1K2026-10-07
BayBridge Capital Group, LLC
DECREASED4,6305,318-688-13%$2.0M$2.4M+$391.1K2026-10-13
Integras Partners LLC
INCREASED4,6214,299+322+7%$1.6M$2.4M+$766.8K2026-10-30
DB Fitzpatrick & Co, Inc
DECREASED4,6054,689-84-2%$1.7M$2.4M+$612.8K2026-10-19
Account Management LLC
UNCHANGED4,5954,59500%$1.7M$2.4M+$642.7K2026-11-04
Sterling Group Wealth Management, LLC
DECREASED4,5945,530-936-17%$2.1M$2.4M+$293.5K2026-11-03
First Growth Capital LLC
DECREASED4,5934,606-130%$1.7M$2.4M+$637.7K2026-10-15
First Hawaiian Bank
UNCHANGED4,5934,59300%$1.7M$2.4M+$642.5K2026-10-14
Cypress Capital, LLC
INCREASED4,5924,582+10+0%$1.7M$2.4M+$646.1K2026-10-20
Financial Planning Fort Collins, LLC
INCREASED4,5891,949+2,640+135%$749.1K$2.4M+$1.6M2026-10-16
Shulman DeMeo Asset Management LLC
DECREASED4,5774,636-59-1%$1.7M$2.4M+$674.6K2026-10-09
Vilga Financial Planning LLC
DECREASED4,5684,976-408-8%$1.9M$2.3M+$486.8K2026-10-09
Aurora Private Wealth, Inc.
DECREASED4,5684,683-115-2%$1.7M$2.3K-$1.7M2026-10-20
Lakewood Asset Management LLC
INCREASED4,5644,504+60+1%$1.7M$2.3M+$660.9K2026-10-26
KRS Capital Management, LLC
DECREASED4,5574,660-103-2%$1.7M$2.3M+$598.9K2026-10-16
Integrity Investment Advisors, LLC
INCREASED4,5463,681+865+24%$1.4M$2.3M+$958.3K2026-11-03
Carolina Wealth Management Inc
INCREASED4,5294,103+426+10%$1.5M$2.3M+$792.5K2026-10-29
Capital Wealth Alliance, LLC
INCREASED4,5244,063+461+11%$1.5M$2.3M+$804.6K2026-10-20
Armstrong, Fleming & Moore, Inc
INCREASED4,5234,475+48+1%$1.7M$2.3M+$650.4K2026-10-28
Portus Wealth Advisors, LLC
DECREASED4,5204,586-66-1%$1.7M$2.3M+$607.8K2026-10-13
Echo45 Advisors LLC
INCREASED4,5193,884+635+16%$1.4M$2.3M+$869.0K2026-10-07
Elite Life Management LLC
INCREASED4,5194,311+208+5%$2.1M$2.4M+$320.5K2026-11-06
Blue Water Asset Management
INCREASED4,5084,378+130+3%$1.6M$2.3M+$679.0K2026-11-04
Integrity Wealth Partners, LLC
NEW4,506—+4,506——$2.3M—2026-10-14
Tenzing Financial LLC
INCREASED4,5054,142+363+9%$1.6M$2.4M+$801.6K2026-11-03
Essential Planning, Llc.
DECREASED4,5044,522-180%$1.7M$2.3M+$623.4K2026-10-21
Odyssey Capital Advisors, Inc.
DECREASED4,5034,902-399-8%$1.8M$2.3M+$481.4K2026-10-26
Lifelong Wealth Advisors, Inc.
INCREASED4,5014,405+96+2%$1.6M$2.3M+$665.4K2026-10-19
Kelly Financial Services LLC
INCREASED4,4984,306+192+4%$1.6M$2.3M+$701.0K2026-10-20
Peterson Wealth Advisors, LLC
DECREASED4,4894,585-96-2%$1.7M$2.3M+$592.3K2026-10-08
Stronghold Wealth Management L.L.C.
DECREASED4,4874,794-307-6%$1.8M$2.3M+$513.1K2026-10-16
Narus Financial Partners, LLC
INCREASED4,4874,467+20+0%$1.7M$2.3M+$634.9K2026-10-19
Evolution Wealth Management Inc.
INCREASED4,4843,484+1,000+29%$1.3M$2.3M+$1.0M2026-10-28
Global Wealth Strategies & Associates
INCREASED4,4833,694+789+21%$1.4M$2.3M+$921.4K2026-10-02
Aubrey Capital Management Ltd
NEW4,480—+4,480——$2.3M—2026-10-19
Accelerate Investment Advisors LLC
DECREASED4,4804,927-447-9%$1.8M$2.3M+$459.8K2026-11-02
Silver Oak Advisory Group, Inc.
INCREASED4,4593,861+598+15%$1.4M$2.3M+$846.9K2026-11-06
Southern Capital Advisors, LLC
DECREASED4,4484,451-30%$1.7M$2.3M+$621.1K2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED4,4423,495+947+27%$1.3M$2.3M+$974.6K2026-10-22
UMB Private Wealth Management, LLC
NEW4,439—+4,439——$2.3M—2026-10-19
J. Team Financial, Inc.
INCREASED4,4363,806+630+17%$1.4M$2.3M+$855.0K2026-11-03
Thoma Capital Management LLC
DECREASED4,4274,535-108-2%$1.7M$2.3M+$578.9K2026-10-19
Winebrenner Capital Management LLC
INCREASED4,4264,404+22+1%$1.6M$2.3M+$627.5K2026-10-07
Cannon Advisors, Inc.
DECREASED4,4234,613-190-4%$1.8M$2.4M+$627.9K2026-10-14
Juncture Wealth Strategies, LLC
DECREASED4,4224,904-482-10%$1.8M$2.3M+$438.6K2026-10-06
Eclectic Associates Inc
DECREASED4,4164,447-31-1%$1.7M$2.3M+$606.2K2026-10-09
Box Hill Private Wealth LLC
INCREASED4,4094,272+137+3%$1.6M$2.3M+$668.0K2026-10-05
Kondo Wealth Advisors, Inc.
INCREASED4,4072,999+1,408+47%$1.1M$2.3M+$1.1M2026-10-19
Veery Capital, LLC
DECREASED4,4064,806-400-8%$1.8M$2.3M+$467.3K2026-10-07
Oakwell Private Wealth Management, LLC
INCREASED4,4064,283+123+3%$1.6M$2.3M+$661.9K2026-11-06
NavPoint Financial, Inc.
UNCHANGED4,4064,40600%$1.6M$2.3M+$616.3K2026-10-21
Defined Wealth Management, LLC
INCREASED4,3994,139+260+6%$1.5M$2.3M+$712.4K2026-10-19
Share Andrew L.
INCREASED4,395575+3,820+664%$214.5K$2.3M+$2.0M2026-11-06
William B. Walkup & Associates, Inc.
DECREASED4,3934,770-377-8%$1.8M$2.3M+$473.9K2026-11-05
North Forty Two & Co.
UNCHANGED4,3864,38600%$1.6M$2.2M+$613.5K2026-10-19
Mountain Capital Investment Advisors Inc.
INCREASED4,3724,219+153+4%$1.6M$2.2M+$668.7K2026-11-06
Palatine Hill Wealth Management, LLC
DECREASED4,3454,390-45-1%$1.6M$2.2M+$591.3K2026-11-03
Astra Wealth Partners LLC
INCREASED4,3433,957+386+10%$1.5M$2.2M+$751.4K2026-11-06
Redwood Financial Network Corp
DECREASED4,3394,360-210%$1.6M$2.2M+$599.1K2026-11-03
Valued Retirements, Inc.
INCREASED4,3324,331+1+0%$1.6M$2.2M+$606.1K2026-11-06
Essential Partners LLC
DECREASED4,3284,478-150-3%$1.7M$2.2M+$549.4K2026-10-14
Barden Capital Management, Inc.
DECREASED4,3274,351-24-1%$1.6M$2.2M+$596.3K2026-10-09
Gray Private Wealth, LLC
DECREASED4,3194,323-40%$1.6M$2.2M+$602.6K2026-10-28
Entrust Financial LLC
INCREASED4,3154,248+67+2%$1.6M$2.2M+$628.6K2026-11-04
Independence Wealth Advisors, LLC
DECREASED4,3154,360-45-1%$1.6M$2.2M+$586.9K2026-10-29
Gerber, LLC
INCREASED4,3134,273+40+1%$1.6M$2.2M+$618.4K2026-10-21
Kearns & Associates LLC
UNCHANGED4,3054,30500%$1.6M$2.2M+$602.2K2026-10-09
Piar LLC
INCREASED4,3004,213+87+2%$1.6M$2.2M+$633.9K2026-10-21
Orba Wealth Advisors, L.L.C.
INCREASED4,3004,258+42+1%$1.6M$2.2M+$616.9K2026-10-23
KOM Wealth Management Group, LLC
DECREASED4,2985,146-848-16%$1.9M$2.2M+$285.2K2026-10-15
Advocate Investing Services LLC
DECREASED4,2834,520-237-5%$1.7M$2.2M+$510.4K2026-10-26
Lifestyle Asset Management, Inc.
INCREASED4,2793,609+670+19%$1.3M$2.2M+$848.4K2026-10-20
TSA Wealth Managment LLC
INCREASED4,2763,546+730+21%$1.3M$2.2M+$870.4K2026-10-22
Foundation Wealth Management, LLC
INCREASED4,2712,770+1,501+54%$1.0M$2.2M+$1.2M2026-10-22
Mayfair Advisory Group, LLC
DECREASED4,2674,287-200%$1.6M$2.2M+$552.0K2026-10-20
Tucker Asset Management LLC
INCREASED4,2663,946+320+8%$1.5M$2.2M+$716.2K2026-10-29
Gridiron Partners, LLC
UNCHANGED4,2654,26500%$1.6M$2.2M+$596.6K2026-10-08
Global Trust Wealth Management LLC
INCREASED4,2614,089+172+4%$1.5M$2.2M+$660.0K2026-10-14
Sard Wealth Management Group, LLC
DECREASED4,2484,482-234-5%$1.7M$2.2M+$507.0K2026-10-16
Livet Wealth, LLC
INCREASED4,2443,749+495+13%$1.4M$2.2M+$778.3K2026-10-27
Seven Hills Financial, LLC
NEW4,238—+4,238——$2.2M—2026-10-13
Gordian Advisors LLC
DECREASED4,22810,457-6,229-60%$3.9M$2.2M-$1.7M2026-10-30
Trademark Financial Management, LLC
DECREASED4,2084,423-215-5%$1.6M$2.2M+$508.4K2026-10-23
Cap Partners, LLC
DECREASED4,2084,221-130%$1.6M$2.2M+$583.7K2026-10-19
Addison Advisors LLC
INCREASED4,2043,749+455+12%$1.4M$2.2M+$757.7K2026-11-06
CogentBlue Wealth Advisors, LLC
DECREASED4,2034,239-36-1%$1.6M$2.2M+$574.5K2026-10-09
Tsfg, LLC
DECREASED4,20211,292-7,090-63%$4.2M$2.2K-$4.2M2026-10-23
Yoffe Investment Management, LLC
UNCHANGED4,2004,20000%$1.6M$2.2M+$587.5K2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED4,1934,220-27-1%$1.6M$2.2M+$576.4K2026-10-26
Ridgeline Wealth, LLC
DECREASED4,1904,192-20%$1.6M$2.3M+$713.3K2026-10-14
Howard Wealth Management, LLC
DECREASED4,1874,207-200%$1.6M$2.1M+$577.9K2026-10-28
DiNuzzo Private Wealth, Inc.
INCREASED4,1734,071+102+3%$1.5M$2.1M+$621.8K2026-10-16
Presilium Private Wealth, LLC
INCREASED4,1723,594+578+16%$1.3M$2.1M+$799.2K2026-10-26
Spring Capital Management, LLC
INCREASED4,1714,071+100+2%$1.5M$2.1M+$620.7K2026-10-09
Powell Investment Advisors, LLC
INCREASED4,1704,169+1+0%$1.6M$2.1M+$583.5K2026-10-22
Providence First Trust Co
DECREASED4,1635,713-1,550-27%$2.1M$2.1M+$4.1K2026-11-02
OFC Financial Planning, LLC
DECREASED4,1514,169-180%$1.6M$2.1M+$574.0K2026-11-06
Madrid Wealth Management, LLC
INCREASED4,1453,805+340+9%$1.4M$2.1M+$706.3K2026-10-23
Groesbeck Investment Management Corp
INCREASED4,1374,127+10+0%$1.5K$2.1K+$5832026-10-26
Financial Network Wealth Advisors LLC
INCREASED4,1293,976+153+4%$1.5M$2.1M+$634.7K2026-10-28
Sharkey, Howes & Javer
DECREASED4,1194,461-342-8%$1.7M$2.1M+$448.7K2026-10-22
Vista Investment Partners II, LLC
DECREASED4,1174,467-350-8%$1.7M$2.1M+$445.3K2026-10-15
Kuhn & Co Investment Counsel
INCREASED4,1134,032+81+2%$1.5M$2.1M+$605.3K2026-10-29
Wheelhouse Advisory Group LLC
DECREASED4,1114,115-40%$1.5M$2.1M+$573.8K2026-10-20
RMR Capital Management, LLC
UNCHANGED4,1074,10700%$1.5M$2.1M+$574.5K2026-10-23
25 LLC
INCREASED4,1023,894+208+5%$1.5M$2.1M+$651.2K2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED4,1003,987+113+3%$1.5M$2.1M+$615.5K2026-10-16
OFS Enterprise LLC
DECREASED4,0984,114-160%$1.5M$2.1M+$567.2K2026-10-16
Long Road Investment Counsel, LLC
DECREASED4,0884,567-479-10%$1.7M$2.1M+$393.2K2026-11-04
Barnes Dennig Private Wealth Management LLC
INCREASED4,0863,820+266+7%$1.4M$2.1M+$670.8K2026-10-30
BankChampaign, National Association
INCREASED4,0844,073+11+0%$1.5M$2.1M+$575.4K2026-10-19
Hartmann Taylor Wealth Management, LLC
DECREASED4,0804,082-20%$1.5M$2.1M+$581.6K2026-10-14
Lotus Asset Management LLC
INCREASED4,0753,968+107+3%$1.5M$2.1M+$609.7K2026-10-14
Spectrum Wealth Advisory Group, LLC
INCREASED4,0734,049+24+1%$1.5M$2.1M+$578.6K2026-10-29
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED4,0574,122-65-2%$1.5M$2.1M+$543.2K2026-11-03
Smith & Howard Wealth Management, LLC
INCREASED4,0481,842+2,206+120%$687.1K$2.1M+$1.4M2026-10-27
HRC Wealth Management, LLC
INCREASED4,0432,266+1,777+78%$845.4K$2.1M+$1.2M2026-10-16
Dale Q Rice Investment Management Ltd
UNCHANGED4,0424,04200%$1.5M$2.1M+$565.6K2026-10-09
NBZ Investment Advisors LLC
INCREASED4,0414,037+4+0%$1.5M$2.1M+$566.8K2026-10-30
Wespac Advisors, LLC
INCREASED4,0394,038+1+0%$1.5M$2.1M+$565.4K2026-10-26
Able Wealth Management LLC
DECREASED4,0354,041-60%$1.5M$2.1M+$645.4K2026-10-13
Quaker Wealth Management, LLC
INCREASED4,0323,807+225+6%$1.4M$2.1M+$648.0K2026-10-22
Split Rock Private Trading & Wealth Management, LLC
DECREASED4,0324,145-113-3%$1.5M$2.1M+$522.2K2026-10-15
Tenon Financial LLC
INCREASED4,0243,869+155+4%$1.4M$2.1M+$620.7K2026-10-14
Sherman Wealth Management LLC
INCREASED4,0081,203+2,805+233%$448.6K$2.1M+$1.6M2026-10-16
Quantum Financial Partners LLC
DECREASED4,0074,445-438-10%$1.7M$2.1M+$397.1K2026-10-19
Wealth Advisors Northwest LLC
DECREASED4,0064,311-305-7%$1.6M$2.1M+$446.8K2026-10-29
G2 Capital Management, LLC / OH
INCREASED4,0053,293+712+22%$1.2M$2.1M+$825.8K2026-10-23
Range Financial Group LLC
DECREASED4,0024,005-30%$1.5M$2.1M+$558.7K2026-10-21
Omnitrust Wealth Management, Inc
NEW4,001—+4,001——$2.1M—2026-11-02
TT Capital Management LLC
INCREASED3,9662,766+1,200+43%$1.0M$2.0M+$1.0M2026-10-15
Navigate Wealth Management, LLC
DECREASED3,9663,975-90%$1.6M$2.1M+$556.7K2026-10-14
Madson Wealth Advisors Inc
DECREASED3,9663,968-20%$1.5M$2.0M+$553.9K2026-10-13
Targeted Financial Services LLC
DECREASED3,9635,460-1,497-27%$2.0M$2.0M-$4.8K2026-10-19
Hurlow Wealth Management Group, Inc.
UNCHANGED3,9633,96300%$1.5M$2.0M+$554.4K2026-10-29
Paladin Partners, LLC
INCREASED3,9613,648+313+9%$1.4M$2.0M+$670.8K2026-10-06
Rebalance, LLC
INCREASED3,9573,886+71+2%$1.4M$2.0M+$579.9K2026-10-22
Demars Financial Group, LLC
INCREASED3,9303,817+113+3%$1.4M$2.0M+$591.8K2026-10-22
Calder Financial LLC
INCREASED3,9293,922+7+0%$1.5M$2.0M+$552.3K2026-10-13
JBR Co Financial Management Inc
DECREASED3,9213,967-46-1%$1.5M$1.5M+$27.0K2026-10-13
Xcel Wealth Management, LLC
DECREASED3,8884,090-202-5%$1.5M$2.0M+$468.5K2026-10-26
AAF Wealth Management, LLC
INCREASED3,8783,776+102+3%$1.4M$2.0M+$580.2K2026-10-28
ASL Financial, LLC
DECREASED3,8723,910-38-1%$1.5M$2.0M+$527.4K2026-10-15
Cairn Investment Group, Inc.
DECREASED3,8704,070-200-5%$1.5M$2.0K-$1.5M2026-11-04
Visionary Horizons, LLC
DECREASED3,8693,898-29-1%$1.5M$2.0M+$530.1K2026-10-22
Apeiron RIA LLC
INCREASED3,8662,624+1,242+47%$883.8K$2.0M+$1.1M2026-10-08
QP Wealth Management, LLC
INCREASED3,8663,860+6+0%$1.4M$2.0M+$543.0K2026-10-20
Vestia Personal Wealth Advisors
INCREASED3,8632,962+901+30%$1.1M$2.0M+$876.2K2026-10-20
Flywheel Private Wealth LLC
INCREASED3,8443,819+25+1%$1.4M$2.0M+$547.1K2026-11-02
Baer Investment Advisory LLC
INCREASED3,8433,660+183+5%$1.4M$2.0M+$564.6K2026-10-13
OAK Family Advisors, LLC
INCREASED3,8381,273+2,565+201%$474.9K$2.0M+$1.5M2026-10-19
James T. Borello RIA
INCREASED3,8343,463+371+11%$1.3M$2.0M+$674.5K2026-10-16
Argus Investors' Counsel, Inc.
INCREASED3,8313,761+70+2%$1.4M$2.0M+$562.1K2026-10-09
Intelligent Financial Strategies
INCREASED3,8203,751+69+2%$1.4M$2.0M+$560.0K2026-10-16
Towerpoint Wealth, LLC
DECREASED3,8203,858-38-1%$1.4M$2.0M+$519.9K2026-10-13
Artesa Financial Group, LLC
DECREASED3,8183,864-46-1%$1.4M$2.0M+$516.6K2026-10-29
Hardin Capital Partners, LLC
INCREASED3,8173,289+528+16%$1.2M$2.0M+$736.7K2026-10-09
Mach-1 Financial Group, LLC
INCREASED3,8133,031+782+26%$1.1M$2.0M+$825.0K2026-11-06
Vestor Capital, LLC
INCREASED3,79486+3,708+4312%$146$1.7K+$1.6K2026-11-04
Wealthcare Capital Partners, LLC
DECREASED3,7884,364-576-13%$1.6M$1.9M+$315.1K2026-10-21
Oregon Pacific Wealth Management, LLC
DECREASED3,7854,262-477-11%$1.6M$1.9M+$351.5K2026-10-20
Crane Advisory, LLC
UNCHANGED3,7823,78200%$1.5M$2.0M+$469.5K2026-10-13
HMV Wealth Advisors, LLC
INCREASED3,7782,760+1,018+37%$1.0M$1.9M+$908.2K2026-10-27
Planning Strategies Inc.
INCREASED3,7683,676+92+3%$1.4M$1.9M+$561.3K2026-10-02
Opus Capital Group, LLC
INCREASED3,7673,610+157+4%$1.3M$1.9K-$1.3M2026-10-30
Guidance Point Advisors, LLC
DECREASED3,7673,847-80-2%$1.4M$1.9M+$497.9K2026-10-15
Santori & Peters, Inc.
INCREASED3,7513,728+23+1%$1.4M$1.9M+$533.1K2026-10-26
Alpha Zero LLC
INCREASED3,7433,638+105+3%$1.5M$1.9M+$460.4K2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED3,7373,337+400+12%$1.2M$1.9M+$671.8K2026-10-09
Wakefield Asset Management Lllp
INCREASED3,7363,359+377+11%$1.3M$1.9M+$663.2K2026-11-05
Clark Wealth Partners
INCREASED3,7353,504+231+7%$1.3M$1.9M+$608.7K2026-10-19
Left Brain Wealth Management, LLC
NEW3,730—+3,730——$1.9M—2026-10-28
Ackerman Capital Advisors, LLC
INCREASED3,7243,247+477+15%$1.2M$1.9M+$699.0K2026-10-30
Cyr Financial Inc.
INCREASED3,7193,665+54+1%$1.4M$1.9M+$540.1K2026-10-16
Avant Financial Advisors LLC
INCREASED3,7183,693+25+1%$1.4M$1.9M+$529.5K2026-11-02
Blake Schutter Theil Wealth Advisors, LLC
INCREASED3,7033,137+566+18%$1.2M$1.9M+$729.1K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3,69921,388-17,689-83%$8.0M$1.9M-$6.1M2026-10-14
Value Investment Professionals, LLC
INCREASED3,6933,690+3+0%$1.4M$1.9M+$517.6K2026-10-13
Marotta Asset Management
DECREASED3,6834,030-347-9%$1.5M$1.9M+$340.5K2026-10-02
Gaddis Premier Wealth Advisors LLC
INCREASED3,6823,655+27+1%$1.4M$1.9M+$525.2K2026-10-29
Michels Family Financial, LLC
INCREASED3,6803,448+232+7%$1.3M$1.9M+$601.1K2026-11-02
Blue Jean Financial LLC
INCREASED3,6773,571+106+3%$1.3M$1.9M+$553.9K2026-10-20
Alliance Private Wealth, LLC
DECREASED3,6663,791-125-3%$1.4M$1.9M+$466.2K2026-10-20
Defender Capital, Llc.
UNCHANGED3,6623,66200%$1.4M$1.9M+$512.6K2026-10-01
Kopp Family Office, LLC
DECREASED3,6614,986-1,325-27%$1.9M$1.9M+$17.8K2026-10-21
Compass Wealth Management, LLC
UNCHANGED3,6613,66100%$1.4M$1.9M+$512.4K2026-10-30
United Capital Management of KS, Inc.
INCREASED3,6562,617+1,039+40%$976.0K$1.9M+$899.0K2026-11-04
Wetzel Investment Advisors, Inc.
DECREASED3,6493,910-261-7%$1.5M$1.9M+$413.1K2026-10-13
Tillman Hartley LLC
DECREASED3,6433,867-224-6%$1.4M$1.9M+$426.1K2026-11-06
Quartz Partners, LLC
INCREASED3,6422,448+1,194+49%$913.2K$1.9M+$954.9K2026-11-03
Friday Financial
INCREASED3,6391,127+2,512+223%$438.1K$1.9M+$1.4M2026-10-09
Prospect Financial Group LLC
DECREASED3,6384,411-773-18%$1.6M$1.9M+$220.5K2026-11-05
Advisory Advocates, LLC
DECREASED3,6203,984-364-9%$1.5M$1.9M+$370.5K2026-11-05
WJ Wealth Management, LLC
INCREASED3,6143,161+453+14%$1.2M$1.9M+$674.4K2026-11-03
Wealth Group Ltd
INCREASED3,6132,494+1,119+45%$930.1K$983.8K+$53.7K2026-10-07
Richwood Investment Advisors, LLC
INCREASED3,6133,359+254+8%$1.3M$1.9M+$600.1K2026-10-30
WealthPoint Financial, LLC
DECREASED3,6034,473-870-19%$1.7M$1.8M+$179.1K2026-11-03
Integrated Capital Management, LLC
DECREASED3,6013,622-21-1%$1.4M$1.8M+$495.9K2026-10-23
Grove Street Fiduciary, LLC
INCREASED3,6003,595+5+0%$1.3M$1.8M+$505.4K2026-10-13
Richmond Investment Services, LLC
INCREASED3,5913,077+514+17%$1.1M$1.8M+$694.0K2026-10-29
Cushing Capital Partners, LLC
INCREASED3,5892,735+854+31%$1.0M$1.8M+$820.4K2026-10-20
MBE Wealth Management, LLC
DECREASED3,5853,600-150%$1.3M$1.8M+$496.0K2026-10-26
Walker Financial Services, Inc.
DECREASED3,5773,892-315-8%$1.5M$1.8M+$382.9K2026-10-26
Provident Trust Co
DECREASED3,5726,072-2,500-41%$2.3M$1.8M-$432.9K2026-10-29
Elevated Financial Group LLC
INCREASED3,5703,544+26+1%$1.3M$1.8M+$509.1K2026-10-16
Wealth Forward, LLC
INCREASED3,5623,338+224+7%$1.2M$1.8M+$581.8K2026-10-14
Kooman & Associates
INCREASED3,5533,424+129+4%$1.3M$1.8M+$545.1K2026-10-21
Blossom Wealth Management
DECREASED3,5523,572-20-1%$1.3M$1.8M+$489.4K2026-11-03
Asempa Wealth Advisors
INCREASED3,5503,517+33+1%$1.3M$1.8M+$508.3K2026-10-07
Cordoba Advisory Partners LLC
INCREASED3,5442,527+1,017+40%$942.6K$1.8M+$875.0K2026-10-19
Kapitalo Investimentos Ltda
DECREASED3,53529,335-25,800-88%$10.9M$1.8M-$9.1M2026-10-20
Dakota Community Bank & Trust NA
INCREASED3,5243,174+350+11%$1.2M$1.8M+$623.5K2026-10-09
Ping Capital Management, Inc.
DECREASED3,5006,000-2,500-42%$2.2M$1.8M-$443.0K2026-10-13
Gruss & Co., LLC
DECREASED3,5005,000-1,500-30%$1.9M$1.8M-$70.0K2026-11-02
Nova R Wealth, Inc.
INCREASED3,4993,485+14+0%$1.3M$1.8M+$494.7K2026-10-26
Kingsbury Capital Investment Advisors LLC
DECREASED3,4984,386-888-20%$1.6M$1.8M+$158.1K2026-10-20
Gibson Capital, LLC
DECREASED3,4953,710-215-6%$1.4M$1.8M+$408.8K2026-10-23
Grey Fox Wealth Advisors, LLC
DECREASED3,4943,983-489-12%$1.5M$1.8M+$306.6K2026-11-03
Bayshore Asset Management, LLC
DECREASED3,4803,749-269-7%$1.4M$1.9M+$484.8K2026-11-03
Trinity Financial Advisors LLC
DECREASED3,4783,909-431-11%$1.5M$1.8M+$325.7K2026-10-09
Summit Securities Group LLC
DECREASED3,474125,000-121,526-97%$46.6M$1.8M-$44.8M2026-11-05
Rodgers & Associates, LTD
INCREASED3,4693,465+4+0%$1.3M$1.8M+$486.7K2026-10-20
Kendall Capital Management
INCREASED3,4653,350+115+3%$1.2M$1.8M+$527.6K2026-10-23
Advus Financial Partners, LLC
INCREASED3,4583,094+364+12%$1.2M$1.8M+$619.2K2026-10-20
Pacific Excel Wealth Advisors, Inc.
DECREASED3,45411,842-8,388-71%$4.4M$1.8M-$2.6M2026-10-27
Client First Investment Management LLC
UNCHANGED3,4453,44500%$1.3M$1.8M+$481.9K2026-10-09
Woodward Financial Advisors, Inc.
INCREASED3,4373,356+81+2%$1.3M$1.8M+$511.1K2026-10-19
Alpha Advisors, LLC
DECREASED3,4263,460-34-1%$1.3M$1.8M+$466.4K2026-10-19
IMPACTfolio, LLC
INCREASED3,4163,406+10+0%$1.3M$1.8M+$481.5K2026-10-28
Dorato Capital Management
INCREASED3,4093,197+212+7%$1.2M$1.8M+$574.8K2026-10-08
Lionshead Wealth Management, LLC
DECREASED3,4073,445-38-1%$1.3M$1.7M+$462.7K2026-10-21
Thayer Partners, LLC / MA
INCREASED3,4033,032+371+12%$1.1M$1.7M+$614.0K2026-11-06
Intergy Private Wealth, LLC
INCREASED3,3943,241+153+5%$1.2M$1.7M+$531.9K2026-10-16
American Capital Advisory, LLC
DECREASED3,3883,454-66-2%$1.3M$1.7M+$449.2K2026-10-28
Michael Brady & Co., LLC
UNCHANGED3,3823,38200%$1.3M$1.7M+$473.3K2026-10-23
Hibernia Wealth Partners, LLC
INCREASED3,3622,765+597+22%$1.0M$1.7M+$693.4K2026-10-29
Benchmark Financial, LLC
UNCHANGED3,3573,35700%$1.3M$1.7M+$469.5K2026-10-16
Parkway Wealth Management Group, LLC
INCREASED3,3403,250+90+3%$1.2M$1.7M+$500.8K2026-10-20
North Capital, Inc.
DECREASED3,3353,538-203-6%$1.3M$1.8M+$492.7K2026-10-16
Provident Living Financial Services, Inc.
INCREASED3,3303,255+75+2%$1.2M$1.7M+$523.7K2026-11-03
Bauman Advisory Group, LLC
INCREASED3,3282,656+672+25%$990.8K$1.7M+$716.2K2026-10-29
Bryant Woods Investment Advisors, LLC
DECREASED3,3253,504-179-5%$1.3M$1.7M+$398.4K2026-10-26
Persium Advisors, LLC
INCREASED3,3223,182+140+4%$1.2M$1.7M+$516.9K2026-10-07
Aufman Associates Inc
INCREASED3,3153,287+28+1%$1.2M$1.7M+$473.8K2026-11-04
Rudd Co d/b/a Styre Wealth
NEW3,306—+3,306——$1.8M—2026-10-29
Family Legacy Financial Solutions, LLC
DECREASED3,3054,368-1,063-24%$1.6M$1.7M+$65.5K2026-10-07
Penobscot Wealth Management
INCREASED3,3023,256+46+1%$1.2M$1.7M+$479.1K2026-10-21
Serenity Investment Advisors
DECREASED3,2983,402-104-3%$1.6M$1.7M+$54.7K2026-10-30
Smart Wealth LLC
DECREASED3,2983,327-29-1%$1.2M$1.7M+$450.8K2026-11-04
BlueSky Wealth Advisors, LLC
INCREASED3,2942,542+752+30%$948.1K$1.7M+$741.2K2026-10-29
Redw Wealth LLC
DECREASED3,2913,308-17-1%$1.2M$1.7M+$453.8K2026-11-02
Financial Enhancement Group LLC
INCREASED3,2883,280+8+0%$1.2M$1.7M+$518.4K2026-10-08
Turning Point Benefit Group, Inc.
DECREASED3,2873,917-630-16%$1.5M$1.7M+$215.4K2026-10-28
Clark & Stuart, Inc
INCREASED3,2833,098+185+6%$1.2M$1.7M+$528.2K2026-10-14
Arbor Wealth Advisors LLC
UNCHANGED3,2783,27800%$1.2M$1.7M+$458.5K2026-10-09
Cambridge Financial Group, LLC
UNCHANGED3,2753,27500%$1.2M$1.2M$02026-10-06
James Reed Financial Services, Inc.
UNCHANGED3,2753,27500%$1.2M$1.7M+$458.1K2026-10-26
Clear Investment Research, LLC
DECREASED3,2693,290-21-1%$1.2M$1.7M+$449.2K2026-11-06
SFG Wealth Management, Llc.
DECREASED3,2643,307-43-1%$1.2M$1.7M+$440.7K2026-10-23
Vision Financial Markets LLC
INCREASED3,2603,224+36+1%$1.2M$1.7M+$460.7K2026-10-22
Urban Wealth Management, LLC
DECREASED3,2573,556-299-8%$1.3M$1.7M+$344.1K2026-10-21
McClarren Financial Advisors, Inc.
INCREASED3,2563,254+2+0%$1.2M$1.7M+$455.9K2026-10-15
Sightline Wealth Advisors, LLC
DECREASED3,2533,308-55-2%$1.2M$1.7M+$434.6K2026-10-21
Forthright Family Wealth Advisory LLC
UNCHANGED3,2493,24900%$1.2M$1.7M+$454.6K2026-11-03
Decker Retirement Planning Inc.
DECREASED3,2464,298-1,052-24%$1.6M$1.7M+$61.6K2026-10-19
Zeit Capital LLC
DECREASED3,2453,252-70%$1.2M$1.7M+$451.3K2026-10-19
3 Factor Indexing, LLC
UNCHANGED3,2433,24300%$1.2M$1.7M+$453.6K2026-10-15
Altar Rock LLC
INCREASED3,2423,234+8+0%$1.2M$1.7M+$528.3K2026-11-06
Financial Futures Ltd Liability Co.
INCREASED3,2362,348+888+38%$875.8K$1.7M+$783.8K2026-10-13
Trinity Wealth Management, LLC
INCREASED3,2362,911+325+11%$1.1M$1.7M+$573.8K2026-10-13
Lutz Financial Services LLC
INCREASED3,2353,084+151+5%$1.2M$1.7M+$508.8K2026-11-06
Granite FO LLC
UNCHANGED3,2323,23200%$1.2M$1.7M+$452.1K2026-10-14
Prospera Capital Management, LLC
INCREASED3,2292,166+1,063+49%$837.6K$1.7M+$818.7K2026-10-19
Stewardship Advisors, LLC
DECREASED3,2283,486-258-7%$1.3M$1.7M+$355.3K2026-10-20
Aventus Investment Advisors, Inc.
INCREASED3,2263,213+13+0%$1.2M$1.7M+$456.1K2026-10-09
Austin Asset Management Co Inc
DECREASED3,2223,253-31-1%$1.2M$1.7M+$439.2K2026-10-29
Warner Financial, Inc
DECREASED3,2123,213-10%$1.2M$1.6M+$448.9K2026-11-06
Sterling Financial Planning, Inc.
DECREASED3,1953,276-81-2%$1.2M$1.6M+$416.6K2026-10-28
Peak Financial Management, Inc.
INCREASED3,1943,010+184+6%$1.1M$1.6M+$515.5K2026-10-16
Holland Advisory Services, Inc.
DECREASED3,1933,302-109-3%$1.2M$1.6M+$406.0K2026-10-26
Uptown Financial Advisors LLC
INCREASED3,1911,922+1,269+66%$716.9K$1.6M+$919.7K2026-10-15
MFG Investments, LLC
NEW3,189—+3,189——$1.6M—2026-10-30
Optima Capital LLC
INCREASED3,1893,148+41+1%$1.2M$1.6M+$461.5K2026-10-29
Sage Investment Advisers LLC
DECREASED3,1853,357-172-5%$1.3M$1.6M+$381.0K2026-10-21
Leslie Global Wealth, LLC
INCREASED3,1773,138+39+1%$1.2M$1.6M+$459.2K2026-10-26
Oasis Advisors, LLC
NEW3,175—+3,175——$1.6M—2026-10-16
Vanguard Capital Wealth Advisors
INCREASED3,1673,139+28+1%$1.2M$1.6M+$453.4K2026-10-16
Randall & Associates Wealth Management
INCREASED3,1633,052+111+4%$1.1M$1.6M+$483.8K2026-10-20
Wagner Wealth Management, Corp
DECREASED3,1616,771-3,610-53%$2.5M$1.6M-$904.4K2026-10-20
Seneca Financial Advisors LLC
DECREASED3,1593,180-21-1%$1.2M$1.6M+$434.2K2026-10-28
Fiscal Wisdom Wealth Management, LLC
INCREASED3,1583,113+45+1%$1.2M$1.6M+$458.7K2026-10-16
Investment Planning Advisors, Inc.
INCREASED3,1552,884+271+9%$1.1M$1.6M+$542.3K2026-10-14
Maseco LLP
DECREASED3,1553,231-76-2%$1.2M$1.6M+$413.7K2026-10-27
Bonfire Financial
DECREASED3,1503,305-155-5%$1.2M$1.6M+$382.6K2026-11-06
Rubicon Advisors, GP
INCREASED3,1473,038+109+4%$1.1M$1.6M+$480.5K2026-10-23
Stegner Investment Associates Inc.
INCREASED3,1452,905+240+8%$1.1M$1.6M+$529.4K2026-10-15
Signature Resources Capital Management, LLC
DECREASED3,1453,170-25-1%$1.2M$1.6M+$430.4K2026-10-16
TCP Asset Management, LLC
INCREASED3,1323,010+122+4%$1.1M$1.6M+$497.9K2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED3,1243,194-70-2%$1.2M$1.6M+$410.8K2026-10-09
Melfa Wealth Management, Inc.
INCREASED3,1182,632+486+18%$981.9K$1.6M+$617.5K2026-11-06
Unify Financial Advisors
DECREASED3,1173,419-302-9%$1.3M$1.6M+$323.5K2026-11-03
LiftPoint Family Wealth Advisors LLC
DECREASED3,1113,133-22-1%$1.2M$1.6M+$427.0K2026-11-03
Magnolia Wealth Management, LLC
DECREASED3,1083,405-297-9%$1.3M$1.6M+$323.8K2026-10-16
Navigation Group, LLC
INCREASED3,1052,963+142+5%$1.1M$1.6M+$487.6K2026-10-28
Reap Financial Group, LLC
INCREASED3,0942,453+641+26%$914.9K$1.6M+$672.2K2026-11-02
Robinson Smith Wealth Advisors LLC
UNCHANGED3,0933,09300%$1.2M$1.6M+$432.6K2026-10-22
Lionsbridge Wealth Management LLC
DECREASED3,0773,409-332-10%$1.3M$1.6M+$307.1K2026-10-26
Good Steward Wealth Advisors,LLC
DECREASED3,0723,277-205-6%$1.2M$1.6M+$353.2K2026-11-06
Sprinkle Financial Consultants LLC
DECREASED3,0683,431-363-11%$1.3M$1.6M+$293.7K2026-10-09
Financial Planning Navigators Corp
INCREASED3,0661,671+1,395+83%$623.5K$1.6M+$949.3K2026-10-14
Bay Capital Advisors, LLC
DECREASED3,0593,191-132-4%$1.2M$1.6M+$378.6K2026-10-16
Lexington Hill Partners, LLC
INCREASED3,0572,964+93+3%$1.1M$1.6M+$462.1K2026-10-13
Fidelis iM, LLC
INCREASED3,0552,852+203+7%$1.1M$1.6M+$503.1K2026-10-16
BostonPremier Wealth LLC
DECREASED3,0493,308-259-8%$1.2M$1.6M+$329.7K2026-10-16
Shade Tree Advisors LLC
NEW3,046—+3,046——$1.6M—2026-10-22
Armbruster Capital Management, Inc.
DECREASED3,0463,201-155-5%$1.2M$1.6M+$368.3K2026-10-19
Burkett Asset Management Ltd
DECREASED3,0453,330-285-9%$1.2M$1.6M+$319.6K2026-10-13
Flower City Capital
DECREASED3,0413,149-108-3%$1.2M$1.6M+$385.1K2026-10-15
Parker Financial LLC
DECREASED3,0383,109-71-2%$1.2M$1.6M+$398.5K2026-11-05
Dorval Corp
INCREASED3,0352,678+357+13%$998.9K$1.6M+$558.0K2026-10-29
Bright Futures Wealth Management, Llc.
DECREASED3,0343,100-66-2%$1.2M$1.6M+$400.2K2026-10-23
Avid Wealth Partners LLC
INCREASED3,0332,831+202+7%$1.1M$1.6M+$499.6K2026-11-03
Basso Capital Management, L.P.
INCREASED3,0322,927+105+4%$1.1M$1.6M+$463.4K2026-10-30
Opulen Financial Group LLC
INCREASED3,0302,557+473+19%$953.9K$1.6M+$600.4K2026-10-22
Ceera Investments, LLC
DECREASED3,0303,103-73-2%$1.2M$1.6M+$396.6K2026-11-02
Corecam AG
DECREASED3,02918,779-15,750-84%$7.0M$1.6M-$5.5M2026-10-29
Omni 360 Wealth, Inc.
INCREASED3,0282,942+86+3%$1.1M$1.6M+$455.8K2026-10-13
Capstone Capital Management Ltd
INCREASED3,0261,809+1,217+67%$674.8K$1.6M+$877.2K2026-10-21
Cornerstone Advisors Asset Management, LLC
INCREASED3,0242,368+656+28%$883.3K$1.6M+$667.7K2026-11-06
J.M. Arbour, LLC
DECREASED3,0084,015-1,007-25%$1.5M$1.5M+$44.7K2026-11-05
Milestones Private Investment Advisors LLC
DECREASED3,0033,034-31-1%$1.1M$1.5M+$408.5K2026-10-19
Rasp Wealth Solutions, LLC
INCREASED2,9991,675+1,324+79%$624.7K$1.5M+$913.3K2026-11-06
Primoris Wealth Advisors, LLC
INCREASED2,9831,608+1,375+86%$599.8K$1.5M+$930.2K2026-10-28
Lynch Investment Planning, LLC
DECREASED2,9763,083-107-3%$1.1M$1.5M+$376.6K2026-10-27
Castleview Partners, LLC
DECREASED2,9694,280-1,311-31%$1.6M$1.5M-$73.6K2026-10-09
SwitchPoint Financial Planning, LLC
DECREASED2,9683,056-88-3%$1.1M$1.5M+$382.3K2026-11-02
Clearview Wealth Management LLC
DECREASED2,9673,267-300-9%$1.2M$1.6M+$393.8K2026-10-16
T3 Companies, LLC
INCREASED2,9662,599+367+14%$969.5K$1.5M+$551.8K2026-10-22
Innovative Wealth Building LLC
INCREASED2,9612,929+32+1%$1.1M$1.5M+$426.0K2026-10-14
Insight 2811, Inc.
DECREASED2,9563,159-203-6%$1.2M$1.5M+$337.8K2026-11-06
Harbor Group, Inc.
INCREASED2,9522,051+901+44%$764.9K$1.5M+$749.2K2026-10-14
O'Connor Financial Group LLC
INCREASED2,9522,820+132+5%$1.1M$1.5M+$462.2K2026-10-26
HBE Wealth Management, LLC
INCREASED2,9482,399+549+23%$894.9K$1.5M+$617.2K2026-11-06
Slocum, Gordon & Co LLP
DECREASED2,9293,329-400-12%$1.2M$1.5M+$260.5K2026-10-19
Ferguson Shapiro LLC
INCREASED2,9292,821+108+4%$1.1M$1.5M+$449.6K2026-10-16
Hyposwiss Advisors SA
UNCHANGED2,9242,92400%$1.1M$1.5M+$409.0K2026-10-26
Mullaney, Keating & Wright, Inc.
INCREASED2,9192,867+52+2%$1.1M$1.5M+$427.7K2026-10-19
Diesslin Group, Inc.
INCREASED2,9192,918+1+0%$1.1M$1.5M+$408.6K2026-10-14
Financial Guidance Group, Inc.
DECREASED2,9102,952-42-1%$1.1M$1.5M+$391.4K2026-10-21
Sageworth Trust Co
INCREASED2,9072,607+300+12%$972.5K$1.5M+$518.5K2026-10-30
Gouws Capital LLC
UNCHANGED2,8942,89400%$1.1M$1.5M+$404.8K2026-10-09
RHS Financial, LLC
DECREASED2,8872,950-63-2%$1.1M$1.5M+$380.4K2026-10-13
North Berkeley Wealth Management, LLC
INCREASED2,8782,692+186+7%$1.0M$1.5M+$472.0K2026-11-02
Clarity Wealth Development LLC
DECREASED2,8713,527-656-19%$1.3M$1.5M+$157.0K2026-10-22
Peirce Capital Management, LLC
DECREASED2,8713,007-136-5%$1.1M$1.5M+$350.8K2026-10-19
Commerce Advisors, LLC
DECREASED2,8672,935-68-2%$1.1M$1.5M+$375.7K2026-10-19
ASO Group Ltd
INCREASED2,8632,776+87+3%$1.0M$1.5K-$1.0M2026-11-05
Bear Mountain Capital, Inc.
DECREASED2,8602,905-45-2%$1.1M$1.5M+$394.7K2026-11-04
Joseph P. Lucia & Associates, LLC
INCREASED2,8562,551+305+12%$951.4K$1.5M+$513.6K2026-10-30
Paragon Capital Management Inc
INCREASED2,8542,807+47+2%$1.0M$1.5M+$416.8K2026-10-15
Hughes Financial Services, LLC
INCREASED2,8412,529+312+12%$943.4K$1.5M+$562.6K2026-10-30
Wingate Wealth Advisors, Inc.
INCREASED2,8312,010+821+41%$749.8K$1.5M+$702.4K2026-10-26
Ridgepath Capital Management LLC
DECREASED2,8293,498-669-19%$1.3M$1.5M+$145.9K2026-10-29
Weil Company, Inc.
INCREASED2,8272,666+161+6%$994.6K$1.5M+$455.6K2026-10-14
Next Level Wealth Planning, LLC
INCREASED2,8261,625+1,201+74%$606.3K$1.4M+$842.9K2026-10-29
PFS Partners, LLC
INCREASED2,8092,726+83+3%$1.0M$1.4M+$423.9K2026-10-21
Ipsen Advisor Group LLC
DECREASED2,8062,810-40%$1.0M$1.4M+$390.7K2026-10-29
Long Island Wealth Management, Inc.
INCREASED2,8022,226+576+26%$830.4K$1.4M+$606.8K2026-10-20
Darrow Company, Inc.
INCREASED2,7982,428+370+15%$905.7K$1.4M+$529.4K2026-10-22
FNY Investment Advisers, LLC
INCREASED2,7942,790+4+0%$1.0K$1.4K+$3932026-10-16
Reyes Financial Architecture, Inc.
DECREASED2,7892,833-44-2%$1.1M$1.4M+$373.6K2026-10-22
Quest 10 Wealth Builders, Inc.
INCREASED2,7812,381+400+17%$888.3K$1.3M+$461.0K2026-11-02
Blankinship & Foster, LLC
UNCHANGED2,7782,77800%$1.0M$1.4M+$388.7K2026-10-19
Chris Bulman Inc
INCREASED2,7772,640+137+5%$985.0K$1.4M+$439.8K2026-10-20
Northland Securities, Inc.
DECREASED2,7752,995-220-7%$1.1M$1.4M+$306.1K2026-11-02
Carroll Advisory Group, LLC
INCREASED2,7742,563+211+8%$956.2K$1.4M+$466.7K2026-10-16
Marshall & Sterling Wealth Advisors Inc.
DECREASED2,7742,830-56-2%$1.1M$1.4M+$367.2K2026-10-28
R. W. Roge & Company, Inc.
DECREASED2,7732,781-80%$1.0M$1.4K-$1.0M2026-11-04
Jmac Enterprises LLC
DECREASED2,7712,786-15-1%$1.0M$1.4M+$382.0K2026-10-30
Contravisory Investment Management, Inc.
DECREASED2,75813,873-11,115-80%$5.2M$1.4M-$3.8M2026-10-13
Brickley Wealth Management
INCREASED2,7552,335+420+18%$871.0K$1.4M+$542.0K2026-11-04
Kraematon Investment Advisors, Inc
INCREASED2,7452,743+2+0%$1.0M$1.4M+$384.5K2026-11-02
Seed Wealth Management, Inc.
DECREASED2,7372,827-90-3%$1.1M$1.4M+$349.3K2026-10-20
JHP Wealth Management, LLC
UNCHANGED2,7372,73700%$1.0M$1.4M+$382.8K2026-11-06
Kure Advisory, LLC
DECREASED2,7352,822-87-3%$1.1M$1.4M+$350.2K2026-10-08
Avaii Wealth Management, LLC
INCREASED2,7312,480+251+10%$925.2K$1.4M+$488.4K2026-10-09
Epiq Partners, LLC
UNCHANGED2,7202,72000%$1.0M$1.4M+$380.5K2026-10-07
Outfitters Financial LLC
INCREASED2,7151,125+1,590+141%$419.6K$1.4M+$972.9K2026-10-23
Bedminster, LLC
DECREASED2,7132,797-84-3%$1.0M$1.4M+$348.2K2026-11-04
USAdvisors Wealth Management, LLC
DECREASED2,7112,970-259-9%$1.1M$1.4K-$1.1M2026-10-21
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED2,7002,764-64-2%$1.0M$1.4M+$353.8K2026-10-27
21 West Wealth Management LLC
DECREASED2,6992,786-87-3%$1.0M$1.4M+$345.1K2026-10-13
Columbia Advisory Partners LLC
INCREASED2,6982,561+137+5%$955.3K$1.4M+$428.7K2026-10-15
Burk Holdings LLC
INCREASED2,6962,532+164+6%$944.5K$1.4M+$438.3K2026-11-05
Retirement Wealth Solutions LLC
INCREASED2,6942,438+256+11%$909.4K$1.4M+$472.6K2026-10-07
Norman Fields, Gottscho Capital Management, LLC
DECREASED2,6912,814-123-4%$1.0M$1.4M+$330.5K2026-10-05
Guardian Capital, LLC
DECREASED2,6853,011-326-11%$1.1M$1.4M+$254.0K2026-11-06
Tuttle Capital Management, LLC
NEW2,684—+2,684——$1.4M—2026-10-21
Englebert Financial Advisers, LLC
DECREASED2,6832,772-89-3%$1.0M$1.4M+$342.1K2026-10-20
West Financial Advisors, LLC
UNCHANGED2,6812,68100%$1,000.0K$1.4M+$375.0K2026-10-22
McMill Wealth Management
INCREASED2,6612,296+365+16%$856.5K$1.4M+$508.4K2026-11-05
Elevate Wealth Advisory, Inc
INCREASED2,6602,353+307+13%$877.9K$1.4M+$486.2K2026-10-29
Equita Financial Network, Inc.
DECREASED2,6572,867-210-7%$1.1M$1.4M+$293.2K2026-10-19
Lauterbach Financial Advisors, LLC
UNCHANGED2,6552,65500%$990.5K$1.4M+$371.5K2026-10-21
New England Capital Financial Advisors LLC
INCREASED2,6522,483+169+7%$926.3K$1.4M+$433.8K2026-11-03
Main Line Retirement Advisors, LLC
INCREASED2,6422,641+1+0%$985.0K$1.4M+$370.3K2026-10-14
Charter Capital Management, Llc\de
DECREASED2,6352,704-69-3%$1.0M$1.4M+$343.2K2026-10-28
marrick wealth, LLC
DECREASED2,6352,658-23-1%$991.4K$1.4M+$360.0K2026-10-20
Sensible Money, LLC
INCREASED2,6322,419+213+9%$902.4K$1.3M+$447.3K2026-10-20
GuidedMoney, LLC
UNCHANGED2,6322,63200%$981.8K$1.3M+$368.2K2026-10-29
Partners in Financial Planning
UNCHANGED2,6232,62300%$978.3K$1.3M+$366.9K2026-11-06
Belleair Asset Management, LLC
DECREASED2,6222,633-110%$982.0K$1.3M+$363.1K2026-11-03
Climber Capital SA
INCREASED2,6101,359+1,251+92%$505.9K$1.3M+$763.3K2026-10-20
Cogent Strategic Wealth LLC
DECREASED2,6102,741-131-5%$1.0M$1.3M+$316.2K2026-10-22
Fortune 45 LLC
INCREASED2,6092,533+76+3%$945.6K$1.3M+$392.3K2026-10-14
Highland Financial Advisors, LLC
INCREASED2,6081,840+768+42%$686.4K$1.3M+$651.3K2026-10-19
Fortress Financial Solutions, LLC
NEW2,600—+2,600——$1.3M—2026-10-14
Glaxis Capital Management, LLC
UNCHANGED2,6002,60000%$969.9K$1.3M+$363.7K2026-11-02
Fortress Financial Group, LLC
DECREASED2,5972,616-19-1%$975.8K$1.3M+$356.0K2026-10-21
WealthSpring Partners, LLC
DECREASED2,5933,865-1,272-33%$1.4M$1.3M-$112.1K2026-10-14
Hiley Hunt Wealth Management
DECREASED2,5902,731-141-5%$1.0M$1.3M+$309.7K2026-10-08
Ballew Advisors, Inc
DECREASED2,5712,887-316-11%$1.1M$1.3M+$203.3K2026-10-05
Arlington Capital Management Inc
INCREASED2,5672,564+3+0%$956.6K$1.3M+$360.1K2026-10-30
Noble Family Wealth, LLC
INCREASED2,5622,556+6+0%$953.4K$1.3M+$360.6K2026-10-26
Terril Brothers, Inc.
INCREASED2,5552,515+40+2%$938.1K$1.3M+$372.3K2026-11-06
Schuylkill Financial LLC
DECREASED2,5513,165-614-19%$1.2M$1.3M+$127.8K2026-10-21
IronBridge Private Wealth, LLC
DECREASED2,5485,234-2,686-51%$2.0M$1.3M-$645.5K2026-11-03
Welch Financial Planning, LLC
INCREASED2,5451,875+670+36%$699.4K$1.3M+$605.9K2026-11-06
Cedar Mountain Advisors, LLC
DECREASED2,5302,759-229-8%$1.0M$1.3M+$268.3K2026-10-15
AJ Advisors, LLC
INCREASED2,5282,520+8+0%$940.0K$1.3M+$356.4K2026-10-29
Covestor Ltd
DECREASED2,5222,689-167-6%$1.0M$1.3K-$1.0M2026-10-30
ShoreHaven Wealth Partners, LLC
INCREASED2,5182,365+153+6%$882.1K$1.3M+$409.5K2026-10-16
Legacy Advisory Services, LLC
INCREASED2,5172,198+319+15%$820.1K$1.3M+$471.2K2026-10-20
ForthRight Wealth Management, LLC
INCREASED2,5172,320+197+8%$865.5K$1.3M+$425.6K2026-11-06
Master's Wealth Management Inc.
INCREASED2,5132,274+239+11%$848.1K$1.3M+$440.9K2026-10-22
GoalFusion Wealth Management, LLC
INCREASED2,5082,115+393+19%$788.9K$1.3M+$497.4K2026-10-06
Puff Wealth Management, LLC
INCREASED2,5062,333+173+7%$870.2K$1.3M+$415.3K2026-10-07
Family Investment Center, Inc.
INCREASED2,504933+1,571+168%$348.0K$1.3M+$936.4K2026-10-19
Heritage OAK Wealth Advisors LLC
INCREASED2,5042,154+350+16%$803.3K$1.3M+$480.9K2026-10-14
ACT Wealth Management, LLC
DECREASED2,4962,539-43-2%$947.0K$1.3M+$333.0K2026-10-09
IAG Wealth Partners, LLC
INCREASED2,4942,236+258+12%$833.9K$1.3M+$445.4K2026-11-06
GGM Financial LLC
INCREASED2,4892,486+3+0%$927.4K$1.3M+$349.4K2026-11-05
Praetorian Wealth Management, Inc.
INCREASED2,4841,986+498+25%$740.8K$1.3M+$533.2K2026-10-16
Split Creek LLC DBA Split Creek Capital LLC
DECREASED2,4822,586-104-4%$964.6K$1.3M+$308.4K2026-11-02
Austin Wealth Management, LLC
INCREASED2,4772,029+448+22%$799.1K$1.3M+$495.4K2026-11-06
Integrity Wealth Advisors, Inc.
NEW2,471—+2,471——$1.3M—2026-10-29
Meredith Wealth Planning
DECREASED2,4712,504-33-1%$933.9K$1.3M+$333.7K2026-10-14
E6 Portfolios, LLC
INCREASED2,4712,455+16+1%$915.6K$1.3M+$352.0K2026-10-26
Dominguez Wealth Management Solutions, Inc.
INCREASED2,4692,468+1+0%$920.6K$1.3M+$345.6K2026-10-07
Oak Thistle LLC
NEW2,465—+2,465——$1.3M—2026-10-21
Foundry Financial LLC
INCREASED2,4651,918+547+29%$715.6K$1.3M+$548.9K2026-10-16
Blvd Private Wealth, LLC
UNCHANGED2,4642,46400%$919.2K$1.3M+$344.4K2026-10-14
365 WMG Private Fund I: Primus Fund LLC
NEW2,459—+2,459——$1.3M—2026-10-20
Axecap Investments, LLC
DECREASED2,4592,565-106-4%$956.9K$1.3M+$304.3K2026-10-20
Valpey Financial Services, LLC
UNCHANGED2,4572,45700%$916.4K$1.3M+$343.8K2026-10-30
Clarity Capital Advisors, LLC
UNCHANGED2,4542,45400%$915.4K$1.3M+$343.3K2026-10-27
LAM Group, Inc.
DECREASED2,4532,455-20%$915.9K$1.3M+$342.2K2026-10-26
Marathon Strategic Advisors, LLC
DECREASED2,4472,451-40%$914.3K$1.3M+$340.9K2026-10-20
Albert D Mason Inc
INCREASED2,4432,411+32+1%$899.5K$1.3M+$353.6K2026-10-27
Orin Green Financial, LLC
UNCHANGED2,4422,44200%$910.9K$1.3M+$341.6K2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
DECREASED2,4382,454-16-1%$915.5K$1.3M+$334.7K2026-10-28
Opus Financial Solutions LLC
DECREASED2,4262,866-440-15%$1.1M$1.2M+$175.4K2026-11-06
PTM Wealth Management, LLC
DECREASED2,4262,588-162-6%$988.0K$1.3M+$295.8K2026-10-23
AdviceOne Advisory Services, LLC
INCREASED2,4172,355+62+3%$878.6K$1.2M+$360.9K2026-10-19
Sharper & Granite LLC
DECREASED2,4153,301-886-27%$1.2M$894.0K-$337.4K2026-11-02
Wrenne Financial Planning LLC
INCREASED2,4152,411+4+0%$899.4K$1.2M+$339.3K2026-10-30
Brown Financial Advisory
DECREASED2,4143,014-600-20%$1.1M$1.2M+$113.6K2026-11-05
Thor Trading Advisors, LLC
INCREASED2,4111,072+1,339+125%$399.9K$1.2M+$836.7K2026-11-05
Noble Wealth Management PBC
INCREASED2,4092,393+16+1%$892.6K$1.2M+$343.0K2026-10-01
Granville Capital, Inc.
INCREASED2,4071,902+505+27%$709.7K$1.2M+$524.7K2026-11-05
Alterna Wealth Management, Inc
DECREASED2,4072,743-336-12%$1.0M$1.2M+$211.5K2026-10-27
True Wealth Design, LLC
DECREASED2,3992,405-60%$897.1K$1.2M+$333.4K2026-10-13
Steph & Co
INCREASED2,3912,175+216+10%$811.3K$1.2M+$415.0K2026-10-07
Gallacher Capital Management LLC
DECREASED2,3872,578-191-7%$961.5K$1.2M+$263.0K2026-10-30
Bestgate Wealth Advisors, LLC
INCREASED2,3851,002+1,383+138%$373.6K$1.2M+$849.4K2026-10-13
Mid-American Wealth Advisory Group, Inc.
INCREASED2,3752,192+183+8%$817.8K$1.2M+$400.5K2026-10-21
Soundwatch Capital LLC
INCREASED2,3752,228+147+7%$831.1K$1.2M+$398.0K2026-11-04
Shakespeare Wealth Management, LLC
NEW2,373—+2,373——$1.2M—2026-10-28
Brindle & Bay Financial Advisors, LLC
INCREASED2,3722,027+345+17%$756.1K$1.2M+$460.6K2026-10-15
Future Financial Wealth Managment LLC
DECREASED2,3712,481-110-4%$946.7K$1.2M+$269.5K2026-10-15
Rainey & Randall Wealth Advisors Inc.
INCREASED2,3712,286+85+4%$852.7K$1.2M+$363.5K2026-10-26
True Link Financial Advisors, LLC
DECREASED2,3652,644-279-11%$986.3K$1.2M+$226.7K2026-10-27
Morton Brown Family Wealth, LLC
DECREASED2,3634,530-2,167-48%$1.7M$1.2M-$477.8K2026-10-23
Conestoga Capital Advisors, LLC
DECREASED2,3542,359-50%$880.0K$1.2M+$327.4K2026-11-02
Good Harbor Advisors, Inc.
DECREASED2,3522,691-339-13%$1.0M$1.2M+$202.6K2026-10-20
Schwartz Investment Counsel Inc
DECREASED2,3452,445-100-4%$912.0K$1.2M+$290.7K2026-10-26
Schaeffer Financial LLC
UNCHANGED2,3442,34400%$874.5K$1.2M+$327.9K2026-10-23
Summit Financial Consulting LLC
INCREASED2,3422,195+147+7%$818.6K$1.2M+$382.8K2026-10-15
Stone House Investment Management, LLC
INCREASED2,3382,181+157+7%$813.7K$1.2M+$385.4K2026-10-23
Sound Portfolio Advisors, LLC
DECREASED2,3352,355-20-1%$878.5K$1.2M+$319.2K2026-11-05
Merited Wealth, LLC
DECREASED2,3342,338-40%$872.1K$1.2M+$325.0K2026-10-13
Decision Investments, Inc
UNCHANGED2,3342,33400%$870.7K$1.2M+$326.5K2026-10-07
Lpwm LLC
INCREASED2,3292,239+90+4%$835.2K$1.2M+$359.5K2026-10-20
Gainline Financial Partners, LLC
DECREASED2,3272,337-100%$871.7K$1.2M+$321.7K2026-10-15
Colorado Capital Management, Inc.
DECREASED2,3193,261-942-29%$1.2K$1.2K-$272026-10-15
Stanich Group LLC
INCREASED2,3182,310+8+0%$861.7K$1.2M+$327.3K2026-10-16
Red Mountain Financial, LLC
DECREASED2,3172,518-201-8%$939.3K$1.2M+$249.2K2026-11-03
Foundry Financial Group, Inc.
INCREASED2,3142,081+233+11%$776.3K$1.2M+$410.6K2026-10-28
Factor Wealth Management LTD
DECREASED2,3084,208-1,900-45%$1.6M$1.2M-$385.9K2026-10-08
Allen Wealth Management, LLC
DECREASED2,2982,438-140-6%$909.4K$1.2M+$269.2K2026-10-29
6th Street Advisors, LLC
UNCHANGED2,2932,29300%$855.2K$1.2M+$320.7K2026-10-14
Sage Financial Management Group, Inc.
DECREASED2,2922,317-25-1%$864.3K$1.2M+$311.2K2026-11-06
Cedar Point Capital Partners, LLC
INCREASED2,2892,279+10+0%$850.1K$1.2M+$323.9K2026-10-29
Keener Financial Planning LLC
DECREASED2,2882,357-69-3%$879.0K$1.2M+$294.8K2026-11-06
Sound Stewardship, LLC
DECREASED2,2872,424-137-6%$904.1K$1.2M+$268.8K2026-10-14
Advantage Trust Co
INCREASED2,2782,178+100+5%$812.4K$1.2M+$355.9K2026-10-19
Collaborative Capital Advisors LLC
INCREASED2,2682,067+201+10%$770.9K$1.2M+$392.1K2026-11-06
High Point Wealth Management, LLC
INCREASED2,2591,873+386+21%$698.7K$1.2M+$460.1K2026-11-05
Sentinel Advisory Group, LLC
INCREASED2,2582,107+151+7%$786.0K$1.2M+$372.2K2026-10-20
Zenith Solutions, Inc.
INCREASED2,2562,124+132+6%$792.3K$1.2M+$364.7K2026-10-19
Pembroke Management, LTD
INCREASED2,2531,945+308+16%$725.5K$1.2M+$430.0K2026-10-21
Arnhold LLC
UNCHANGED2,2502,25000%$839.3K$1.2M+$314.7K2026-10-26
Dupree Financial Group, LLC
UNCHANGED2,2482,24800%$838.6K$1.2M+$314.5K2026-10-09
Ulrich Consultants & Investment Group, LLC
NEW2,245—+2,245——$1.2M—2026-10-13
ShankerValleau Wealth Advisors, Inc.
INCREASED2,2391,739+500+29%$648.7K$1.1M+$499.7K2026-10-16
Integrated Wealth Management
INCREASED2,2342,193+41+2%$818.0K$1.1M+$328.0K2026-10-19
Insight Wealth Partners, LLC
DECREASED2,2312,320-89-4%$865.5K$1.1M+$278.8K2026-10-26
Foundation Wealth Management, Llc\pa
INCREASED2,2272,108+119+6%$786.5K$1.1M+$356.0K2026-10-14
Plan Group Financial, LLC
DECREASED2,2262,650-424-16%$988.6K$1.2M+$195.2K2026-10-22
Shrier Wealth Management, LLC
INCREASED2,2212,213+8+0%$825.5K$1.1M+$313.4K2026-10-20
Catalyst Investment Management LLC
INCREASED2,2162,061+155+8%$768.9K$1.1M+$367.9K2026-10-21
Verisail Partners, LLC
INCREASED2,2092,074+135+7%$773.6K$1.1M+$359.4K2026-10-19
Miller Global Investments, LLC
INCREASED2,2051,879+326+17%$700.9K$1.1M+$430.0K2026-10-02
WealthCare Asset Management, LLC
DECREASED2,2014,402-2,201-50%$1.6M$1.1M-$513.1K2026-10-26
SpringVest Wealth Management LLC
INCREASED2,1911,792+399+22%$668.3K$1.1M+$455.4K2026-10-27
Investment Management Corp
DECREASED2,1812,251-70-3%$839.6K$1.1M+$279.1K2026-11-03
Horrell Capital Management, Inc.
DECREASED2,1752,405-230-10%$897.1K$1.1M+$218.4K2026-10-08
High Probability Advisors, LLC
INCREASED2,1672,067+100+5%$770.9K$1.1M+$340.4K2026-10-19
SoundView Advisors Inc.
INCREASED2,1611,220+941+77%$455.0K$1.1K-$453.9K2026-11-04
Kassira Wealth Management LLC
DECREASED2,1594,328-2,169-50%$1.6M$1.1M-$506.9K2026-10-28
Philip James Wealth Mangement, LLC
INCREASED2,1432,131+12+1%$794.9K$1.1M+$304.4K2026-10-27
Entruity Wealth, LLC
DECREASED2,1332,201-68-3%$820.9K$1.1M+$273.0K2026-11-06
FWG Investments, Llc.
DECREASED2,1312,171-40-2%$809.8K$1.1M+$283.4K2026-11-03
Carmel Capital Partners, LLC
INCREASED2,1231,880+243+13%$701.3K$1.1M+$387.8K2026-11-03
Daviman Financial, LLC
DECREASED2,1182,767-649-23%$1.0M$1.1M+$53.9K2026-11-06
DeLarme Wealth Management, Inc.
INCREASED2,1111,967+144+7%$733.6K$1.1M+$349.1K2026-10-30
Level Financial Advisors
DECREASED2,1092,242-133-6%$836.4K$1.1M+$245.1K2026-10-13
S&A Financial Services, Inc.
DECREASED2,1042,752-648-24%$1.0M$1.1M+$52.3K2026-11-03
L.K. Benson & Company, P.C.
DECREASED2,1022,214-112-5%$825.9K$1.1M+$252.3K2026-10-23
Gimbal Financial
DECREASED2,0932,524-431-17%$941.5K$1.1M+$132.2K2026-10-19
Kelsey Financial, LLC
DECREASED2,0922,106-14-1%$785.6K$1.1M+$287.4K2026-10-28
Farnam Financial LLC
INCREASED2,0912,060+31+2%$768.3K$1.1M+$338.1K2026-10-21
Mustard Seed Financial, LLC
INCREASED2,0912,081+10+0%$776.3K$1.1M+$296.2K2026-10-30
Ddfg, Inc
UNCHANGED2,0902,09000%$779.7K$1.1M+$292.4K2026-10-15
Yardley Wealth Management LLC
INCREASED2,085667+1,418+213%$248.8K$1.1M+$820.8K2026-10-23
Clear Point Advisors Inc.
INCREASED2,0841,983+101+5%$739.7K$1.1M+$329.3K2026-10-30
Seros Financial, LLC
INCREASED2,0781,966+112+6%$733.3K$1.1M+$332.4K2026-10-21
Websterrogers Financial Advisors, LLC
DECREASED2,0762,282-206-9%$851.2K$1.1M+$213.5K2026-11-02
Thomas Story & SON LLC
INCREASED2,0751,995+80+4%$744.2K$1.1M+$320.1K2026-10-13
A&I Financial Services, LLC
INCREASED2,0732,058+15+1%$767.7K$1.1M+$295.6K2026-10-15
Truefg, LLC
INCREASED2,0732,071+2+0%$772.5K$1.1M+$290.7K2026-10-15
Lighthouse Wealth Management Inc.
DECREASED2,0722,088-16-1%$778.7K$1.1M+$283.9K2026-10-13
IFS Advisors, LLC
INCREASED2,068107+1,961+1833%$39.9K$1.1M+$1.0M2026-10-14
Ardent Capital Management, Inc.
UNCHANGED2,0672,06700%$771.0K$1.1M+$289.1K2026-10-16
PMG Family Office LLC
INCREASED2,0632,042+21+1%$761.7K$1.1M+$296.4K2026-10-19
Walleye Partners, LLC
DECREASED2,0612,092-31-1%$780.4K$1.1M+$276.9K2026-10-13
Compass Financial Group, Inc
INCREASED2,0601,384+676+49%$516.2K$1.1M+$540.5K2026-10-13
Wilkins Miller Wealth Management, LLC
DECREASED2,0562,087-31-1%$778.7K$1.1M+$276.1K2026-10-13
Fulcrum Equity Management
DECREASED2,0473,916-1,869-48%$1.5M$1.1M-$410.8K2026-10-21
Centerline Wealth Advisors, LLC
INCREASED2,0471,973+74+4%$736.0K$1.0M+$313.9K2026-10-15
Lountzis Asset Management, LLC
INCREASED2,0451,789+256+14%$667.3K$1.0M+$381.5K2026-10-30
Lane Brothers & Co Inc
DECREASED2,0403,868-1,828-47%$1.4M$1.0M-$396.6K2026-11-02
Carmel Capital Management L.L.C.
UNCHANGED2,0392,03900%$760.6K$1.0M+$285.2K2026-10-30
Arkansas Financial Group, Inc.
UNCHANGED2,0222,02200%$754.2K$1.0M+$282.8K2026-10-26
Orca Wealth Management, LLC
INCREASED2,0161,913+103+5%$713.4K$1.0M+$320.7K2026-10-14
Boyum Wealth Architects LLC
INCREASED2,0151,972+43+2%$771.1K$1.0M+$271.8K2026-10-06
Manuka Financial, LLC
INCREASED2,0121,908+104+5%$711.7K$988.0K+$276.3K2026-10-16
Thompson Davis & Co., Inc.
DECREASED2,0082,158-150-7%$805.0K$1.0M+$224.9K2026-11-05
Compass Financial Group, Inc.
INCREASED2,0051,830+175+10%$682.6K$1.0M+$345.7K2026-11-06
Winnacle Wealth LLC
INCREASED1,9991,931+68+4%$720.3K$1.0M+$304.9K2026-10-15
Citrine Capital LLC
INCREASED1,9971,828+169+9%$681.9K$1.0M+$342.4K2026-10-14
Stewardship Concepts Financial Services LLC
INCREASED1,9931,906+87+5%$710.9K$1.0M+$311.3K2026-10-06
Halter Ferguson Financial Inc.
DECREASED1,9902,276-286-13%$849.0K$1.0M+$171.7K2026-10-21
Breachway Investments LLC
INCREASED1,9901,865+125+7%$695.7K$1.0M+$325.0K2026-10-19
Maltin Wealth Management, Inc.
DECREASED1,9862,108-122-6%$786.4K$1.0M+$232.3K2026-10-13
Mann Financial Group, Inc.
INCREASED1,9841,921+63+3%$716.6K$1.0M+$300.9K2026-10-15
Auctus Advisors LLC
INCREASED1,9781,890+88+5%$705.0K$1.0M+$309.4K2026-10-23
Waller Financial Planning Group, Inc
DECREASED1,9762,124-148-7%$792.2K$1.0M+$221.4K2026-10-07
HighRoad Wealth Advisors, LLC
UNCHANGED1,9751,97500%$736.6K$1.0M+$276.2K2026-10-14
Summit Investment Advisors, Inc.\KS
INCREASED1,9711,970+1+0%$734.8K$1.0M+$275.9K2026-11-05
ProCore Advisors, LLC
DECREASED1,9702,073-103-5%$773.2K$1.0M+$237.1K2026-10-14
Beacon Financial Planning, Inc
INCREASED1,9691,645+324+20%$613.7K$1.0M+$396.0K2026-11-04
Accordant Advisory Group Inc
UNCHANGED1,9651,96500%$733.0K$1.0M+$274.9K2026-10-29
Stage Harbor Financial, LLC
INCREASED1,9571,530+427+28%$570.7K$1.0M+$433.0K2026-11-03
Bluestem Financial Advisors, LLC
INCREASED1,9521,611+341+21%$600.9K$1.0M+$400.3K2026-10-20
Forbes Financial Planning, Inc.
UNCHANGED1,9481,94800%$726.6K$999.1K+$272.5K2026-10-23
JDH Wealth Management, LLC
INCREASED1,9451,668+277+17%$622.2K$997.6K+$375.4K2026-10-20
Global Wealth Management, LLC
INCREASED1,9431,940+3+0%$723.7K$996.8K+$273.1K2026-10-15
Weinberger Asset Management, Inc
INCREASED1,9421,826+116+6%$848.4K$996.0K+$147.6K2026-10-28
McAlister, Sweet & Associates, Inc.
DECREASED1,93514,632-12,697-87%$5.5M$992.5K-$4.5M2026-10-07
Enzi Wealth
INCREASED1,9351,678+257+15%$645.9K$1.1M+$405.7K2026-10-14
RMG Wealth Management LLC
INCREASED1,9341,887+47+2%$929.3K$1.0M+$83.2K2026-10-26
Martel Wealth Advisors LLC
DECREASED1,9322,246-314-14%$837.6K$990.7K+$153.1K2026-10-14
One Degree Advisors Inc
DECREASED1,9292,398-469-20%$921$1.0M+$1.0M2026-11-06
Henderson Brothers Financial Partners, LLC
INCREASED1,9251,744+181+10%$650.4K$987.1K+$336.7K2026-11-03
Blue Capital, Inc.
INCREASED1,9171,898+19+1%$708.0K$983.2K+$275.2K2026-10-13
Haven Private, LLC
DECREASED1,9072,378-471-20%$887.0K$978.3K+$91.4K2026-10-27
Legacy Solutions, LLC
DECREASED1,9071,956-49-3%$729.6K$977.8K+$248.2K2026-10-07
Praxis Capital Management LLC
DECREASED1,9033,940-2,037-52%$1.5M$976.0K-$493.7K2026-10-16
Hoese & Co LLP
DECREASED1,9032,176-273-13%$811.7K$976.0K+$164.4K2026-10-21
Letson Investment Management, Inc.
UNCHANGED1,9031,90300%$709.9K$976.0K+$266.2K2026-11-05
CGC Financial Services, LLC
UNCHANGED1,9011,90100%$709.1K$975.0K+$265.9K2026-10-13
Boyer Financial Services, Inc.
INCREASED1,9001,898+2+0%$741.2K$974.6K+$233.4K2026-10-23
United Financial Planning Group LLC
DECREASED1,8981,945-47-2%$725.5K$973.7K+$248.2K2026-11-04
MontVue Capital Management, Inc.
UNCHANGED1,8971,89700%$707.6K$973.0K+$265.4K2026-10-19
Guilbault Capital LLC
DECREASED1,8961,941-45-2%$723.9K$972.3K+$248.4K2026-10-28
Stegent Equity Advisors, Inc.
DECREASED1,8952,040-145-7%$761.1K$972.0K+$210.9K2026-10-13
ETF Portfolio Partners, Inc.
INCREASED1,8881,789+99+6%$667.3K$968.4K+$301.0K2026-10-22
Prism Planning Partners LLC
INCREASED1,8771,794+83+5%$669.2K$962.8K+$293.5K2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED1,8751,87500%$699.5K$961.8K+$262.3K2026-10-23
Hemming& Wealth Management, Inc.
INCREASED1,8741,873+1+0%$698.8K$961.0K+$262.2K2026-10-20
Penney Financial, LLC
INCREASED1,8731,861+12+1%$694.2K$960.7K+$266.5K2026-10-20
TL Private Wealth
INCREASED1,8721,672+200+12%$650.1K$1.0M+$362.9K2026-10-13
Ridgeline Wealth Planning, LLC
INCREASED1,8711,320+551+42%$492.5K$959.9K+$467.3K2026-10-29
Lavelle Capital LP
DECREASED1,8692,823-954-34%$1.1M$958.6K-$94.4K2026-11-03
Whipplewood Advisors, LLC
DECREASED1,8602,199-339-15%$820.3K$954.0K+$133.7K2026-10-20
Riverchase Wealth Management, LLC
INCREASED1,8571,785+72+4%$666.0K$952.6K+$286.7K2026-10-28
Grand Central Investment Group
DECREASED1,8511,891-40-2%$705.4K$949.4K+$244.0K2026-11-02
Whitcomb & Hess, Inc.
INCREASED1,8481,841+7+0%$686.9K$948.1K+$261.2K2026-10-07
One Plus One Wealth Management, LLC
DECREASED1,8452,044-199-10%$762.6K$946.5K+$183.9K2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED1,8451,793+52+3%$668.8K$946.3K+$277.5K2026-11-03
Southern Financial Group, LLC
INCREASED1,8441,833+11+1%$683.8K$945.9K+$262.1K2026-10-30
Western Reserve Capital Management, LLC
UNCHANGED1,8381,83800%$685.6K$942.7K+$257.1K2026-10-14
Timonier Family Office, Ltd.
UNCHANGED1,8341,83400%$684.1K$940.7K+$256.5K2026-11-03
Sierra Summit Advisors LLC
DECREASED1,8291,997-168-8%$744.9K$938.1K+$193.2K2026-10-28
BetterWealth, LLC
INCREASED1,8261,820+6+0%$678.9K$936.6K+$257.7K2026-10-15
Cobblestone Asset Management LLC
INCREASED1,8251,824+1+0%$680.4K$936.0K+$255.6K2026-10-13
Topel & Distasi Wealth Management, LLC
DECREASED1,8201,889-69-4%$704.6K$933.5K+$228.8K2026-11-05
Stolz & Associates, PS
DECREASED1,8181,841-23-1%$686.7K$932.5K+$245.7K2026-11-05
Valued Wealth Advisors LLC
INCREASED1,8171,462+355+24%$545.2K$931.8K+$386.6K2026-11-05
Freedom Financial Partners LLC
DECREASED1,8171,897-80-4%$707.6K$931.8K+$224.1K2026-10-19
Monetary Solutions, Ltd
DECREASED1,8151,830-15-1%$682.6K$930.9K+$248.3K2026-10-22
Pinnacle Financial Group, LLC / IL
INCREASED1,8121,760+52+3%$656.5K$929.4K+$272.9K2026-10-29
Auour Investments LLC
UNCHANGED1,8071,80700%$674.0K$926.8K+$252.8K2026-10-28
Provident Wealth Management, LLC
DECREASED1,8052,514-709-28%$937.8K$925.8K-$12.0K2026-10-20
Washington Capital Management, Inc
DECREASED1,7801,855-75-4%$692.0K$913.0K+$221.0K2026-10-19
Marathon Mission, Inc.
INCREASED1,7761,734+42+2%$646.8K$910.9K+$264.1K2026-10-01
Carbahal Olsen Financial Services Group, LLC
UNCHANGED1,7761,77600%$662.5K$910.9K+$248.4K2026-11-05
Compass Financial Services Inc
DECREASED1,7741,953-179-9%$728.4K$910.3K+$182.0K2026-11-06
Bull Oak Capital, LLC
UNCHANGED1,7741,77400%$661.6K$909.8K+$248.1K2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED1,7741,77400%$661.5K$909.6K+$248.1K2026-10-23
Spectrum Financial Alliance Ltd LLC
INCREASED1,773929+844+91%$346.2K$909.0K+$562.7K2026-10-29
PVG Asset Management Corp
INCREASED1,7731,634+139+9%$609.6K$909.6K+$299.9K2026-10-19
Higgins & Schmidt Wealth Strategies LLC
INCREASED1,7731,749+24+1%$652.5K$909.5K+$257.0K2026-10-26
Fifth Third Securities, Inc.
NEW1,772—+1,772——$908.9K—2026-10-21
Financial Symmetry Inc
DECREASED1,7702,193-423-19%$817.9K$907.6K+$89.8K2026-10-06
DBK Financial Counsel, LLC
DECREASED1,7651,776-11-1%$662.5K$905.1K+$242.6K2026-10-13
Richard Young Associates, Ltd.
DECREASED1,7581,775-17-1%$661.9K$901.8K+$239.9K2026-11-03
Dedeker Financial LLC
INCREASED1,7541,673+81+5%$624.1K$899.6K+$275.6K2026-10-23
Dodds Wealth, LLC
DECREASED1,7511,899-148-8%$708.4K$898.1K+$189.7K2026-11-02
Royal Palms Capital LLC
INCREASED1,7501,732+18+1%$646.1K$897.6K+$251.5K2026-10-23
Nearside Advisors, LLC
NEW1,746—+1,746——$895.7K—2026-10-20
Dara Capital US, Inc.
DECREASED1,7468,969-7,223-81%$3.3M$893.9K-$2.4M2026-10-29
Asset Allocation Strategies LLC
DECREASED1,7462,087-341-16%$778.4K$895.4K+$117.0K2026-10-20
RM Financial Services, LLC
DECREASED1,7441,747-30%$651.8K$894.7K+$242.9K2026-11-03
Succession Financial, Inc.
INCREASED1,739778+961+124%$290.1K$891.8K+$601.7K2026-10-14
AmeriServ Wealth Advisors
DECREASED1,7381,890-152-8%$705.0K$891.4K+$186.4K2026-10-21
BancFirst Trust & Investment Management
DECREASED1,7372,569-832-32%$946.9K$884.1K-$62.8K2026-10-30
Forteris Wealth Management Inc.
DECREASED1,7351,851-116-6%$690.5K$889.9K+$199.4K2026-10-13
Closed-End Fund Advisors, Inc.
INCREASED1,7341,701+33+2%$634.5K$889.2K+$254.7K2026-11-04
Winter & Associates, Inc.
UNCHANGED1,7341,73400%$646.7K$922.4K+$275.6K2026-10-23
Parkshore Wealth Management, Inc.
UNCHANGED1,7341,73400%$646.7K$889.2K+$242.5K2026-10-13
JIM Saulnier & Associates, LLC
DECREASED1,7321,811-79-4%$675.6K$888.5K+$212.9K2026-11-04
Hofer & Associates. Inc
DECREASED1,7237,038-5,315-76%$2.6M$883.6K-$1.7M2026-10-13
RED Crane Wealth Management, LLC
DECREASED1,7231,808-85-5%$674.3K$883.6K+$209.4K2026-10-14
Councilor Wealth, LLC
DECREASED1,7201,875-155-8%$699.7K$882.3K+$182.6K2026-10-09
Objective Capital Management, LLC
INCREASED1,7181,618+100+6%$603.5K$881.2K+$277.6K2026-10-13
Frontier Asset Management, LLC
DECREASED1,7172,284-567-25%$851.9K$880.7K+$28.8K2026-10-28
Hurley Capital, LLC
INCREASED1,7151,688+27+2%$629.8K$879.7K+$249.9K2026-11-05
Scratch Capital LLC
INCREASED1,7141,519+195+13%$566.6K$879.2K+$312.6K2026-11-02
Strategic Advisory Partners, LLC
INCREASED1,7141,712+2+0%$638.6K$879.3K+$240.7K2026-11-06
ATX Financial Planning, LLC
DECREASED1,7132,712-999-37%$1.0M$878.7K-$132.8K2026-10-14
Hegarty Advisors, LLC
DECREASED1,7131,714-10%$639.4K$878.6K+$239.2K2026-10-20
CFC Planning Co LLC
INCREASED1,7111,550+161+10%$578.2K$877.8K+$299.6K2026-10-28
GreatBanc Trust Co
INCREASED1,7101,666+44+3%$621.5K$877.1K+$255.6K2026-11-04
Lockerman Financial Group, Inc.
INCREASED1,7091,474+235+16%$549.8K$876.5K+$326.7K2026-10-19
Veratis Advisors, Inc.
DECREASED1,7062,215-509-23%$826.2K$875.1K+$48.9K2026-11-03
Echo Wealth Management, LLC
DECREASED1,6962,283-587-26%$851.6K$869.9K+$18.3K2026-10-15
Briggs Wealth Management, Inc
UNCHANGED1,6941,69400%$632.0K$869.1K+$237.0K2026-10-26
A4 Wealth Advisors LLC
INCREASED1,6931,625+68+4%$606.2K$868.3K+$262.2K2026-10-20
Gladstone Capital Management LLP
DECREASED1,6871,810-123-7%$675.2K$865.3K+$190.1K2026-11-06
GR Financial Group, LLC
DECREASED1,6851,695-10-1%$632.4K$864.4K+$232.1K2026-10-27
Wealthstar Advisors, LLC
UNCHANGED1,6811,68100%$627.1K$862.2K+$235.2K2026-10-19
Burrus Financial Services, Inc.
INCREASED1,6791,676+3+0%$625.2K$861.3K+$236.0K2026-10-22
Stone Loft Wealth Management LLC
UNCHANGED1,6751,67500%$662.5K$859.0K+$196.5K2026-11-03
Nottingham Advisors, Inc.
INCREASED1,670804+866+108%$323.4K$871.1K+$547.6K2026-10-29
Woodside Wealth Management LLC
UNCHANGED1,6651,66500%$621.1K$854.0K+$232.9K2026-10-16
Prosperity Advisers, LLC
INCREASED1,6631,610+53+3%$600.5K$852.9K+$252.5K2026-10-28
Dahring | Cusmano LLC
DECREASED1,6581,847-189-10%$689.0K$850.3K+$161.4K2026-11-03
Gutierrez Wealth Advisory, LLC
INCREASED1,649577+1,072+186%$215.2K$846.2K+$631.0K2026-11-02
Cresta Advisors, Ltd.
DECREASED1,6454,079-2,434-60%$1.5M$843.7K-$677.8K2026-10-14
Independence Financial Advisors, LLC
DECREASED1,6401,663-23-1%$620.4K$841.0K+$220.7K2026-10-08
John W. Brooker & Co., CPAs
INCREASED1,6331,312+321+24%$489.5K$837.7K+$348.2K2026-10-21
Total Investment Management Inc
DECREASED1,6311,667-36-2%$774.7K$836.6K+$61.9K2026-10-22
Whitegate Investment Counselors, Inc.
DECREASED1,6181,982-364-18%$739.2K$829.8K+$90.6K2026-11-02
Foronjy Financial LLC
DECREASED1,6141,783-169-9%$664.9K$827.7K+$162.7K2026-10-14
Straight Path Wealth Management
INCREASED1,6121,031+581+56%$384.8K$827.0K+$442.3K2026-10-23
Banta Asset Management LP
UNCHANGED1,6111,61100%$600.9K$826.3K+$225.3K2026-11-02
Tull Financial Group, Inc.
DECREASED1,6091,610-10%$600.5K$825.2K+$224.7K2026-11-05
Single Point Partners, LLC
DECREASED1,6081,945-337-17%$725.6K$824.7K+$99.0K2026-10-19
Kitching Partners, LLC
INCREASED1,6031,487+116+8%$554.9K$822.0K+$267.1K2026-11-02
GEN Financial Management, Inc.
INCREASED1,6001,536+64+4%$573.0K$820.6K+$247.7K2026-10-13
Sfam, LLC
DECREASED1,5961,631-35-2%$608.3K$818.6K+$210.2K2026-11-03
Baron Financial Group, LLC
INCREASED1,5951,594+1+0%$594.7K$818.0K+$223.3K2026-10-09
Merrithew & Thorsten Inc
DECREASED1,5891,590-10%$593.0K$815.1K+$222.1K2026-11-06
Aureum Wealth Management, LLC
DECREASED1,5861,624-38-2%$605.8K$813.5K+$207.7K2026-10-15
Beacon Wealthcare LLC
INCREASED1,5851,339+246+18%$499.5K$813.1K+$313.7K2026-10-02
Briaud Financial Planning Inc
INCREASED1,5841,386+198+14%$517.0K$812.6K+$295.6K2026-10-20
Fortitude Financial, LLC
INCREASED1,5781,480+98+7%$552.1K$809.4K+$257.3K2026-10-19
Oceanside Advisors LLC
INCREASED1,5711,521+50+3%$567.5K$805.9K+$238.4K2026-11-03
Alamar Capital Management, LLC
DECREASED1,5711,596-25-2%$595.4K$805.7K+$210.3K2026-11-02
Krane Financial Solutions LLC
DECREASED1,5671,644-77-5%$613.2K$803.6K+$190.4K2026-10-30
Lauer Wealth, LLC
NEW1,564—+1,564——$817.4K—2026-10-13
Boyd Wealth Management, LLC
NEW1,564—+1,564——$802.3K—2026-10-20
Parrish Capital LLC
DECREASED1,5641,585-21-1%$591.2K$802.2K+$210.9K2026-10-01
Aspect Partners, LLC
INCREASED1,5581,038+520+50%$387.0K$798.9K+$411.8K2026-10-20
Aegis Wealth Management, Inc.
DECREASED1,5581,702-144-8%$634.9K$799.1K+$164.3K2026-10-26
Merkkuri Wealth Advisors LLC
DECREASED1,5511,614-63-4%$602.0K$795.6K+$193.6K2026-11-03
Liberty Atlantic Advisors LLC
INCREASED1,549615+934+152%$229.6K$794.7K+$565.1K2026-10-14
Strategent Financial, LLC
DECREASED1,5471,602-55-3%$597.6K$793.5K+$195.9K2026-10-30
GenWealth Group, Inc.
INCREASED1,5451,353+192+14%$504.7K$792.9K+$288.2K2026-10-16
Align Financial, LLC
INCREASED1,5431,477+66+4%$551.0K$791.4K+$240.5K2026-10-16
Ledgewood Wealth Advisors, LLC
UNCHANGED1,5391,53900%$574.1K$789.4K+$215.3K2026-10-09
Dynamic Wealth Strategies, LLC
INCREASED1,5271,368+159+12%$510.3K$783.2K+$272.9K2026-10-16
Boston Standard Wealth Management, LLC
DECREASED1,5261,542-16-1%$594.3K$783.2K+$188.9K2026-10-07
New Perspectives, Inc
UNCHANGED1,5221,52200%$567.9K$780.9K+$213.0K2026-10-14
Three Arch Wealth Management LLC
INCREASED1,5191,078+441+41%$402.3K$778.9K+$376.6K2026-10-20
Family Office Research LLC
DECREASED1,5191,572-53-3%$586.3K$779.4K+$193.1K2026-10-14
Ariston Services Group
INCREASED1,5181,021+497+49%$380.9K$778.6K+$397.7K2026-10-16
Sara-Bay Financial
DECREASED1,5151,573-58-4%$586.9K$777.2K+$190.3K2026-10-21
Collaborative Wealth Managment Inc.
DECREASED1,5131,517-40%$565.9K$776.0K+$210.1K2026-11-06
Squire Investment Management Company, LLC
INCREASED1,5111,278+233+18%$476.9K$775.2K+$298.4K2026-11-03
Cdkv Holdings LLC
INCREASED1,5091,508+1+0%$562.7K$773.8K+$211.2K2026-10-28
Pearl Planning LLC
INCREASED1,5011,145+356+31%$427.1K$769.9K+$342.8K2026-10-13
Strategic Wealth Advisors LLC
INCREASED1,4901,473+17+1%$712$764.2K+$763.5K2026-11-06
FSA Investment Group, LLC
INCREASED1,4871,402+85+6%$523.0K$762.7K+$239.7K2026-10-07
Tiller Private Wealth, Inc.
INCREASED1,4851,371+114+8%$511.5K$761.8K+$250.3K2026-10-26
Portland Financial Advisors Inc
UNCHANGED1,4851,48500%$553.9K$761.7K+$207.7K2026-10-26
Graham Capital Wealth Management, LLC
DECREASED1,4761,480-40%$552.1K$757.0K+$205.0K2026-10-26
Guardsman Private Capital Management, Inc.
INCREASED1,4751,427+48+3%$532.5K$756.8K+$224.3K2026-10-19
Sagace Wealth Management LLC
INCREASED1,474851+623+73%$317.4K$756.0K+$438.6K2026-10-28
Joel Adams & Associates, Inc.
UNCHANGED1,4741,47400%$549.9K$756.1K+$206.2K2026-11-02
Andina Capital Management, LLC
INCREASED1,4731,297+176+14%$483.8K$755.5K+$271.7K2026-10-21
Legacy Wealth Asset Management, LLC
UNCHANGED1,4661,46600%$546.8K$751.9K+$205.1K2026-10-09
Midwest Financial Network, LLC
DECREASED1,4601,691-231-14%$630.9K$748.8K+$117.9K2026-10-13
EnRich Financial Partners LLC
INCREASED1,4591,436+23+2%$535.8K$748.1K+$212.3K2026-10-21
Lifetime Wealth Management P.C.
DECREASED1,4571,660-203-12%$619.1K$747.3K+$128.2K2026-10-29
IMG Wealth Management, Inc.
INCREASED1,4541,229+225+18%$458.5K$745.9K+$287.4K2026-10-27
Triune Financial Partners, LLC
INCREASED1,4511,376+75+5%$513.1K$744.0K+$230.9K2026-11-03
Cypress Financial Planning LLC
INCREASED1,4501,368+82+6%$510.2K$743.8K+$233.6K2026-10-09
IvyRock Asset Management (HK) Ltd
INCREASED1,4471,000+447+45%$373.0K$742.2K+$369.1K2026-11-06
Capstone Capital LLC
INCREASED1,4451,444+1+0%$538.6K$741.1K+$202.5K2026-10-14
Dynamic Financial Group
INCREASED1,4391,418+21+1%$528.9K$737.8K+$208.9K2026-10-28
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED1,437567+870+153%$211.5K$737.0K+$525.5K2026-11-06
Sugar Maple Asset Management, LLC
INCREASED1,4341,301+133+10%$485.2K$735.3K+$250.1K2026-10-13
Sound Financial Strategies Group, LLC
UNCHANGED1,4321,43200%$534.2K$734.5K+$200.3K2026-10-30
Martin Capital Advisors, LLP
DECREASED1,4271,492-65-4%$556.5K$731.9K+$175.4K2026-10-15
Kingdom Financial Group Llc.
DECREASED1,4251,442-17-1%$537.9K$730.6K+$192.8K2026-11-04
Mlp3, LLC
INCREASED1,4121,411+1+0%$526.2K$724.1K+$197.8K2026-10-22
Altus Wealth Management, LLC
UNCHANGED1,3991,39900%$521.7K$717.5K+$195.8K2026-10-13
Delta Wealth Advisors LLC
UNCHANGED1,3971,39700%$521.1K$716.5K+$195.4K2026-10-09
Stirlingshire Investments, Inc.
DECREASED1,3951,496-101-7%$558.1K$715.3K+$157.2K2026-11-05
O'Keefe Stevens Advisory, Inc.
INCREASED1,3891,371+18+1%$511.4K$712.4K+$201.0K2026-10-09
Sterling Manor Financial, LLC
NEW1,379—+1,379——$707.3K—2026-10-21
Form Wealth Advisors, LLC
DECREASED1,3781,875-497-27%$699.5K$706.7K+$7.2K2026-10-13
Xena Financial Planning, LLC
DECREASED1,3781,441-63-4%$537.6K$707.0K+$169.4K2026-10-13
Ehrlich Financial Group
INCREASED1,3741,308+66+5%$487.9K$704.9K+$216.9K2026-10-20
Trellis Wealth Advisors LLC
DECREASED1,3662,643-1,277-48%$985.8K$700.6K-$285.2K2026-10-19
Israel Discount Bank of New York
INCREASED1,3611,349+12+1%$503.2K$698.1K+$194.9K2026-10-14
Crystal Cove Asset Management, LLC
INCREASED1,3591,354+5+0%$505.1K$697.0K+$192.0K2026-11-06
Fenimore Asset Management Inc
UNCHANGED1,3591,35900%$506.8K$696.8K+$190.0K2026-10-08
Bannerman Wealth Management Group, LLC
INCREASED1,3581,245+113+9%$464.4K$696.5K+$232.1K2026-10-09
Morling Financial Advisors, LLC
DECREASED1,3531,657-304-18%$618.1K$694.0K+$75.9K2026-10-28
Spectrum Advisors, Inc.
DECREASED1,3391,342-30%$500.6K$686.8K+$186.2K2026-11-03
Mills Wealth Advisors LLC
INCREASED1,3371,219+118+10%$454.8K$685.9K+$231.1K2026-10-22
Seek First Inc.
INCREASED1,3361,333+3+0%$497.3K$685.0K+$187.6K2026-10-27
Torren Management, LLC
INCREASED1,335490+845+172%$182.6K$684.6K+$502.0K2026-10-29
Newport Capital Group, LLC
DECREASED1,3333,243-1,910-59%$1.2M$661.9K-$548.0K2026-10-16
WIN Advisors, Inc
NEW1,328—+1,328——$681.1K—2026-11-06
Boyce & Associates Wealth Consulting, Inc.
DECREASED1,3261,951-625-32%$727.7K$680.0K-$47.7K2026-10-14
Asset Allocation & Management Company, LLC
UNCHANGED1,3231,32300%$494$679+$1852026-10-13
Wealthcare Capital Management LLC
DECREASED1,3111,320-9-1%$492.3K$672.5K+$180.3K2026-10-21
R Squared Ltd
DECREASED1,3072,706-1,399-52%$1.0M$670.4K-$339.0K2026-11-06
Tanglewood Wealth Management, Inc.
INCREASED1,3041,134+170+15%$423.0K$668.8K+$245.8K2026-10-23
Access Investment Management LLC
INCREASED1,303410+893+218%$152.9K$668.3K+$515.4K2026-10-23
Myecfo, LLC
UNCHANGED1,2991,29900%$484.6K$666.3K+$181.7K2026-10-14
Independent Wealth Advisors LLC
DECREASED1,2781,289-11-1%$480.9K$655.3K+$174.5K2026-10-27
Seven Post Investment Office LP
UNCHANGED1,2751,27500%$475.6K$653.9K+$178.3K2026-10-26
TopTier Wealth Management, LLC
INCREASED1,2701,243+27+2%$463.5K$651.2K+$187.7K2026-10-16
Williams Financial, LLC
INCREASED1,265775+490+63%$289.2K$649.0K+$359.8K2026-10-19
Guardian Wealth Advisors, LLC
DECREASED1,2641,740-476-27%$649.0K$671.5K+$22.6K2026-10-30
Trace Wealth Advisors, LLC
DECREASED1,2541,631-377-23%$608.4K$643.2K+$34.8K2026-10-30
Monument Group Wealth Advisors, LLC
DECREASED1,2541,550-296-19%$239.4K$643.2K+$403.8K2026-10-21
Kachkovsky & Fisher, Inc.
DECREASED1,2531,329-76-6%$495.7K$642.8K+$147.1K2026-10-21
McGrath & Associates, Inc.
NEW1,243—+1,243——$523.5K—2026-10-27
Sippican Capital Advisors
INCREASED1,2421,215+27+2%$453.2K$637.0K+$183.8K2026-10-23
Brighton Securities Corp.
DECREASED1,2341,329-95-7%$495.8K$633.1K+$137.2K2026-10-08
Cornerstone Wealth, LLC
DECREASED1,2311,238-7-1%$489.8K$645.7K+$155.9K2026-10-28
Bare Financial Services, Inc
INCREASED1,2291,178+51+4%$439.5K$630.6K+$191.1K2026-11-04
Rolek Wealth Management LLC
DECREASED1,2201,358-138-10%$506.7K$625.8K+$119.2K2026-10-21
Layline Advisors, LLC
DECREASED1,2161,234-18-1%$460.5K$623.9K+$163.4K2026-11-02
Redwood Park Advisors LLC
INCREASED1,215710+505+71%$264.7K$623.2K+$358.5K2026-11-02
Keenan, LLC
INCREASED1,212719+493+69%$268.1K$621.5K+$353.4K2026-10-23
Crosspoint Financial, LLC
DECREASED1,2091,258-49-4%$469.1K$620.3K+$151.2K2026-11-03
Olio Financial Planning
DECREASED1,2081,215-7-1%$453.1K$619.3K+$166.2K2026-10-22
Destiny Capital Corp
NEW1,205—+1,205——$617.9K—2026-11-03
Salus Financial Advisors, LLC
NEW1,196—+1,196——$613.4K—2026-10-20
Ferguson Johnson Wealth Management Inc
UNCHANGED1,1861,18600%$442.0K$608.2K+$166.2K2026-11-05
Curry Webb Wealth Management LLC
UNCHANGED1,1861,18600%$442.5K$442.5K$02026-10-22
One Advisory Partners, LLC
DECREASED1,1851,232-47-4%$459.5K$607.8K+$148.2K2026-10-22
Fee-Only Financial Planning, L.C.
UNCHANGED1,1781,17800%$439.5K$604.3K+$164.8K2026-10-23
Sacks & Associates, LLC
DECREASED1,1741,179-50%$548.0K$602.2K+$54.2K2026-10-09
Greenfield Seitz Capital Management, LLC
INCREASED1,171839+332+40%$313.0K$600.6K+$287.6K2026-10-29
Approach Retirement Advisors, LLC
DECREASED1,1701,392-222-16%$519.5K$600.1K+$80.6K2026-10-22
Family Wealth Partners, LLC
INCREASED1,1701,044+126+12%$389.5K$600.2K+$210.7K2026-10-20
Retirement Investment Advisors, Inc.
INCREASED1,1681,012+156+15%$395.7K$599.1K+$203.4K2026-10-22
Strid Group, LLC
INCREASED1,1601,036+124+12%$386.6K$595.2K+$208.6K2026-10-28
Quantify Chaos Advisors, LLC
NEW1,158—+1,158——$593.9K—2026-11-04
Amicus Financial Advisors, LLC
INCREASED1,1581,095+63+6%$408.6K$594.1K+$185.5K2026-11-03
DWR Wealth Management, LLC
INCREASED1,1561,017+139+14%$375.0K$588.2K+$213.2K2026-10-13
180 GPS Investments IC Ltd
INCREASED1,14722+1,125+5114%$8.2K$588.3K+$580.1K2026-11-06
DKM Wealth Management, Inc.
DECREASED1,1431,203-60-5%$448.6K$586.1K+$137.5K2026-10-09
Phillip James Consulting Co.
DECREASED1,1431,200-57-5%$447.6K$586.2K+$138.6K2026-11-03
Grantvest Financial Group LLC
INCREASED1,1361,103+33+3%$411.4K$582.9K+$171.4K2026-10-21
Hillcrest Wealth Advisors - NY, LLC
DECREASED1,1351,478-343-23%$551.3K$582.1K+$30.8K2026-10-22
LBJ Family Wealth Advisors, Ltd.
INCREASED1,1331,132+1+0%$417$581+$1642026-10-01
Downshift Financial, LLC
INCREASED1,1241,001+123+12%$373.4K$576.5K+$203.1K2026-10-13
SWP Financial LLC
INCREASED1,1231,030+93+9%$384.2K$576.0K+$191.8K2026-10-23
Equity Wealth Partners, LLC
INCREASED1,1231,036+87+8%$386.4K$576.2K+$189.7K2026-10-26
Sincerus Advisory, LLC
INCREASED1,120918+202+22%$342.3K$574.3K+$232.0K2026-10-09
LifeGuide Financial Advisors, LLC
INCREASED1,117832+285+34%$310.4K$572.9K+$262.6K2026-10-20
Prota Financial, LLC
INCREASED1,1141,104+10+1%$424.2K$571.3K+$147.1K2026-10-08
Two West Capital Advisors LLC
INCREASED1,110926+184+20%$372.5K$565.0K+$192.5K2026-10-15
5th Street Advisors, LLC
UNCHANGED1,1101,11000%$414.1K$569.3K+$155.3K2026-11-04
Cassilly Financial Group LLC
INCREASED1,108640+468+73%$238.7K$568.3K+$329.6K2026-10-07
Vima LLC
INCREASED1,1071,105+2+0%$412.3K$567.8K+$155.5K2026-10-23
Midway Capital Research & Management
INCREASED1,1021,026+76+7%$382.7K$565.2K+$182.5K2026-10-20
Northwest Financial Advisors
DECREASED1,1001,139-39-3%$425.0K$564.4K+$139.4K2026-10-27
Aquire Wealth Advisors, LLC
DECREASED1,0991,291-192-15%$481.8K$563.5K+$81.7K2026-10-23
JBGlobal.com LLC
DECREASED1,0941,465-371-25%$546.6K$561.3K+$14.8K2026-10-13
Valley Forge Investment Consultants Inc ADV
DECREASED1,0941,260-166-13%$470.0K$561.2K+$91.2K2026-11-03
Roth Financial Partners LLC
UNCHANGED1,0941,09400%$408.1K$561.1K+$153.0K2026-10-06
RF&L Wealth Management, LLC
INCREASED1,0891,087+2+0%$405.6K$558.7K+$153.1K2026-10-20
RTD Financial Advisors, Inc.
DECREASED1,0861,456-370-25%$543.1K$557.0K+$13.9K2026-10-09
Heffernan Advisory, Inc
INCREASED1,086764+322+42%$285.0K$557.0K+$272.0K2026-10-13
Cottonwood Capital Advisors, LLC
INCREASED1,0831,075+8+1%$401.0K$555.6K+$154.6K2026-10-20
OmniStar Financial Group, Inc.
DECREASED1,0823,884-2,802-72%$1.4M$555.0K-$894.1K2026-10-26
Polaris Investment Advisors, LLC
UNCHANGED1,0821,08200%$403.6K$555.0K+$151.4K2026-10-20
Fairman Group, LLC
INCREASED1,0761,075+1+0%$401.1K$551.8K+$150.7K2026-10-26
ETF Store, Inc.
UNCHANGED1,0741,07400%$400.5K$551.1K+$150.6K2026-10-19
Schulz Wealth, Ltd.
DECREASED1,0731,131-58-5%$422.0K$550.4K+$128.4K2026-11-03
TrustWell Financial Advisors, LLC
UNCHANGED1,0731,07300%$400.3K$550.3K+$150.1K2026-10-15
BFI Wealth Solutions, LLC
UNCHANGED1,0711,07100%$399.6K$549.4K+$149.8K2026-10-16
Pioneer Wealth Management Group
INCREASED1,068930+138+15%$347.0K$547.9K+$200.9K2026-10-09
DWM Financial Group, Inc.
INCREASED1,066844+222+26%$408.3K$546.7K+$138.4K2026-10-28
Core Wealth Management, Inc.
DECREASED1,0601,432-372-26%$534.2K$543.7K+$9.5K2026-10-22
Wealth Advisory Team LLC
INCREASED1,0601,059+1+0%$395.0K$543.6K+$148.6K2026-11-05
Luminvest Wealth Management LLC
DECREASED1,0592,254-1,195-53%$840.7K$543.0K-$297.7K2026-10-14
Heritage Wealth Management, Inc. s
DECREASED1,0591,166-107-9%$435.1K$542.9K+$107.8K2026-11-06
BCM Advisors, LLC
INCREASED1,0531,030+23+2%$393.2K$549.6K+$156.4K2026-11-03
Directional Asset Management
INCREASED1,0501,020+30+3%$380.4K$538.8K+$158.4K2026-10-22
Bright Financial Advisors, Inc.
DECREASED1,0481,415-367-26%$527.8K$537.5K+$9.7K2026-10-23
Stonebridge Wealth Management, LLC
UNCHANGED1,0481,04800%$391.0K$537.7K+$146.6K2026-10-09
Cooper Investors PTY LTD
DECREASED1,0463,602-2,556-71%$1.3M$536.5K-$807.1K2026-10-13
Western Financial Corp
INCREASED1,0451,044+1+0%$389.6K$535.9K+$146.3K2026-10-14
FMA Wealth Management, LLC
UNCHANGED1,0421,04200%$388.7K$534.4K+$145.8K2026-10-21
Omega Financial Group, LLC
INCREASED1,041884+157+18%$329.8K$533.9K+$204.0K2026-10-29
Mallini Complete Financial Planning LLC
NEW1,039—+1,039——$532.9K—2026-10-06
Koesten, Hirschmann & Crabtree, Inc.
DECREASED1,0361,121-85-8%$418.3K$531.5K+$113.2K2026-10-13
Hapanowicz & Associates Financial Services, Inc
UNCHANGED1,0361,03600%$386.4K$531.4K+$144.9K2026-10-29
Powerhouse Assets LLC
UNCHANGED1,0321,03200%$384.9K$529.4K+$144.5K2026-10-19
Fusion Family Wealth, LLC
UNCHANGED1,0311,03100%$384.6K$528.8K+$144.2K2026-11-02
Nestegg Advisors, Inc.
INCREASED1,021819+202+25%$305.5K$523.7K+$218.2K2026-10-21
McCarthy Asset Management, Inc.
UNCHANGED1,0191,01900%$380.1K$522.7K+$142.6K2026-10-20
10Elms LLP
UNCHANGED1,0191,01900%$380.3K$522.9K+$142.7K2026-11-06
Wright Wealth LLC
DECREASED1,0121,078-66-6%$402.1K$519.1K+$117.0K2026-10-29
Private Wealth Group, LLC
UNCHANGED1,0101,01000%$376.8K$518.2K+$141.3K2026-10-19
Fortune Financial Group, Inc.
DECREASED1,0071,019-12-1%$380.1K$516.5K+$136.4K2026-10-22
truNorth Financial Services, Inc.
DECREASED1,0071,015-8-1%$378.7K$516.6K+$137.9K2026-11-06
Town Capital LLC
DECREASED1,0041,026-22-2%$382.7K$515.0K+$132.2K2026-11-03
Bucket List Wealth Management, LLC
DECREASED1,0031,013-10-1%$378.0K$514.6K+$136.5K2026-10-22
Eurizon Asset Management Hungary Ltd.
DECREASED1,0005,000-4,000-80%$1.9M$512.9K-$1.4M2026-11-06
Vista Finance, LLC
DECREASED9981,043-45-4%$389.1K$512.0K+$122.8K2026-10-23
Fairway Wealth LLC
INCREASED99655+941+1711%$20.5K$510.8K+$490.3K2026-10-30
Tepp RIA, LLC
DECREASED9951,032-37-4%$384.9K$510.5K+$125.6K2026-10-14
AFG Fiduciary Services Limited Partnership
INCREASED993919+74+8%$358.9K$539.6K+$180.8K2026-10-21
Valen Private Capital, LLC
NEW990—+990——$507.6K—2026-10-23
Hudson Capital Management LLC
INCREASED990960+30+3%$357.9K$507.5K+$149.6K2026-10-20
Holos Integrated Wealth LLC
UNCHANGED98998900%$384.6K$527.7K+$143.1K2026-10-23
Avalon Advisory Group
DECREASED9841,074-90-8%$400.6K$504.7K+$104.1K2026-10-20
ADG Wealth Management Group, LLC
INCREASED984979+5+1%$365.2K$504.7K+$139.5K2026-10-23
Strategic Equity Management
DECREASED9823,619-2,637-73%$1.3M$503.7K-$846.3K2026-11-04
Stapp Wealth Management, Pllc
INCREASED976676+300+44%$252.2K$500.6K+$248.4K2026-10-15
Ergawealth Advisors, Inc.
DECREASED9751,086-111-10%$405.0K$500.1K+$95.1K2026-10-21
Base Wealth Management LLC
INCREASED969715+254+36%$266.8K$497.2K+$230.4K2026-10-21
KRM Wealth Management L.L.C.
INCREASED969928+41+4%$346.0K$497.0K+$151.0K2026-11-02
Friedenthal Financial
INCREASED968432+536+124%$161.2K$496.4K+$335.3K2026-10-27
American Financial & TAX Strategies Inc
UNCHANGED96896800%$361.1K$496.5K+$135.4K2026-10-16
Pacific Wealth Management
DECREASED9631,281-318-25%$477.8K$493.9K+$16.1K2026-10-05
Poinciana Advisors Group, LLC
INCREASED962786+176+22%$293.2K$493.4K+$200.2K2026-11-06
Financial Advisory Corp
DECREASED953986-33-3%$367.7K$488.8K+$121.1K2026-10-14
Measured Risk Portfolios, Inc.
DECREASED940954-14-1%$355.8K$482.0K+$126.2K2026-10-21
Maryland Capital Advisors Inc.
DECREASED9381,096-158-14%$408.8K$481.1K+$72.3K2026-10-15
Hippocratic Financial Advisors, LLC
NEW936—+936——$480.2K—2026-10-13
Del-Sette Capital Management, LLC
DECREASED932952-20-2%$355.0K$477.9K+$122.9K2026-10-23
Stephen J. Garry & Associates, LLC
DECREASED931981-50-5%$365.9K$477.4K+$111.6K2026-11-05
Vericrest Private Wealth
UNCHANGED93193100%$347.3K$477.5K+$130.2K2026-10-21
Financial Concepts Unlimited, Inc.
DECREASED923941-18-2%$351.0K$473.2K+$122.2K2026-11-06
Appalachian Capital Management Ltd
INCREASED922920+2+0%$343.4K$472.9K+$129.5K2026-10-14
Larry Mathis Financial Planning, LLC
DECREASED9213,746-2,825-75%$1.4M$472.4K-$925.0K2026-10-26
Clayton Financial Group LLC
DECREASED9201,021-101-10%$380.7K$471.7K+$91.1K2026-10-13
Jackson Creek Investment Advisors LLC
DECREASED920931-11-1%$433$472+$392026-11-04
Safir Wealth Advisors, LLC
UNCHANGED92092000%$343.2K$471.9K+$128.7K2026-10-16
Treasure Coast Financial Planning
UNCHANGED91791700%$342.1K$470.3K+$128.3K2026-11-03
Jordan Park Trust Co LLC
DECREASED908943-35-4%$351.8K$465.7K+$114.0K2026-10-19
Southern Capital Services Inc
UNCHANGED90790700%$338.4K$465.3K+$126.9K2026-10-19
Infinity Wealth Counsel, LLC
DECREASED903953-50-5%$355.5K$463.1K+$107.7K2026-10-15
Capital CS Group, LLC
INCREASED901414+487+118%$154.5K$462.2K+$307.7K2026-10-29
Arrien Investments, Inc.
INCREASED895705+190+27%$263.0K$459.0K+$196.1K2026-10-30
Luken Investment Analytics, LLC
UNCHANGED88988900%$331.6K$456.0K+$124.4K2026-11-06
M Wealth Management, LLC
UNCHANGED88888800%$331.2K$455.3K+$124.2K2026-10-14
Sterling Investment Advisors LLC
INCREASED885877+8+1%$327.2K$454.3K+$127.1K2026-10-27
Shore Point Advisors, LLC
UNCHANGED88588500%$330.4K$454.3K+$123.9K2026-10-14
Centennial Advisors, LLC
DECREASED8831,024-141-14%$382.0K$453.0K+$71.0K2026-10-21
Q Fund Management (Hong Kong) Ltd
INCREASED880100+780+780%$37.3K$451.4K+$414.1K2026-10-14
Invariant Investment Management
DECREASED880979-99-10%$378.6K$455.6K+$77.0K2026-10-08
TME Financial, Inc.
INCREASED879785+94+12%$293.0K$450.7K+$157.7K2026-10-14
Wellment Financial
INCREASED875660+215+33%$246.1K$448.9K+$202.8K2026-10-28
Refined Wealth Management
UNCHANGED87587500%$326.4K$448.8K+$122.4K2026-10-13
rebel Financial LLC
NEW869—+869——$446.0K—2026-11-04
Beacon Hill Wealth Management Ltd.
DECREASED865920-55-6%$343.2K$443.7K+$100.5K2026-10-21
Semitam Bonam LLC
INCREASED858778+80+10%$290.4K$440.2K+$149.8K2026-10-27
Beacon Financial Strategies Corp
DECREASED851972-121-12%$362.6K$436.5K+$73.9K2026-10-14
Wavvest Wealth LLC
NEW850—+850——$436.2K—2026-10-21
Leverty Financial Group, LLC
DECREASED849853-40%$318.3K$435.4K+$117.1K2026-10-08
Attessa Capital LLC
DECREASED848968-120-12%$360.9K$434.8K+$73.8K2026-10-09
Kieckhefer Group LLC
UNCHANGED84384300%$314.5K$432.4K+$117.9K2026-10-13
VVR Holdings LLC
NEW842—+842——$431.8K—2026-10-19
Hudson Oak Wealth Advisory LLC
DECREASED842902-60-7%$336.5K$431.9K+$95.4K2026-10-16
Fox Financial, Inc
NEW835—+835——$428.3K—2026-10-29
Lloyd Advisory Services, Llc.
DECREASED834850-16-2%$317.2K$428.0K+$110.7K2026-11-02
Quarry Hill Advisors, LLC
NEW829—+829——$425.2K—2026-11-04
Retireful, LLC
NEW829—+829——$425.2K—2026-10-09
Ellerson Group Inc
DECREASED827927-100-11%$345.8K$430.9K+$85.1K2026-11-04
BCK Partners, Inc.
UNCHANGED82582500%$307.7K$423.1K+$115.4K2026-10-23
Flaharty Asset Management, LLC
DECREASED8111,474-663-45%$575.5K$419.7K-$155.8K2026-11-02
Biltmore Wealth Management, LLC
INCREASED811809+2+0%$301.9K$416.1K+$114.2K2026-10-09
Thryve Wealth Management LLC
INCREASED809715+94+13%$266.7K$414.9K+$148.2K2026-10-09
Pioneer Family Office, LLC
UNCHANGED80680600%$300.7K$413.4K+$112.7K2026-10-30
Oakmont Investment Advisors, Inc.
INCREASED803576+227+39%$215.1K$412.2K+$197.1K2026-10-21
Price Financial Group Wealth Management, Inc
INCREASED802744+58+8%$293.2K$438.0K+$144.8K2026-11-02
Ryan Investment Management, Inc.
NEW800—+800——$410.3K—2026-10-20
SageOak Financial, LLC
UNCHANGED79779700%$297.3K$408.8K+$111.5K2026-10-19
Point Nemo Capital, LLC
UNCHANGED79079000%$294.6K$405.0K+$110.5K2026-11-03
Corbyn Investment Management Inc
DECREASED788842-54-6%$314.1K$404.2K+$90.1K2026-10-30
Mullooly Asset Management, Inc.
UNCHANGED78578500%$292.8K$402.6K+$109.8K2026-10-30
IFC & Insurance Marketing, Inc.
DECREASED784786-20%$293.4K$402.2K+$108.8K2026-10-16
Keystone Financial Group, Inc.
UNCHANGED78078000%$290.9K$400.3K+$109.4K2026-10-13
Ndwm LLC
DECREASED777784-7-1%$292.4K$398.5K+$106.1K2026-11-05
Clarity Asset Management, Inc.
INCREASED777776+1+0%$289.5K$398.8K+$109.3K2026-10-14
NorthLanding Financial Partners, LLC
UNCHANGED77777700%$289.8K$398.4K+$108.7K2026-10-15
Fullerton Advisors, LLC
INCREASED774764+10+1%$285.1K$396.9K+$111.9K2026-10-14
CSP Financial Group, LLC
INCREASED770658+112+17%$245.3K$394.9K+$149.6K2026-10-26
Buska Wealth Management, LLC
DECREASED770780-10-1%$290.8K$395.0K+$104.1K2026-10-08
Barry Investment Advisors, LLC
INCREASED770769+1+0%$286.9K$394.8K+$107.9K2026-10-14
Purewater Capital LLC
DECREASED7659,196-8,431-92%$3.4M$392.6K-$3.0M2026-10-23
Peak Wealth Management LLC
DECREASED759763-4-1%$284.8K$403.6K+$118.9K2026-10-26
Cornerstone Wealth Advisors, Inc.
INCREASED756728+28+4%$271.5K$387.6K+$116.2K2026-10-16
KFG LLC
NEW754—+754——$386.7K—2026-11-02
Life Planning Partners, Inc
DECREASED740759-19-2%$283.3K$379.5K+$96.2K2026-10-28
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED736658+78+12%$245.4K$377.3K+$131.9K2026-10-15
Corepath Wealth Partners LLC
DECREASED7291,371-642-47%$525.6K$386.2K-$139.4K2026-10-21
Arnold Financial Planning LLC
INCREASED728620+108+17%$231.3K$373.4K+$142.1K2026-10-20
Evolution Advisers, Inc.
INCREASED726348+378+109%$129.0K$388.0K+$259.0K2026-11-06
Summit Investment Advisory Services, LLC
DECREASED726851-125-15%$317.6K$372.6K+$55.0K2026-11-03
PPS&V Asset Management Consultants, Inc.
DECREASED723751-28-4%$280.1K$370.9K+$90.8K2026-10-06
Mendota Financial Group, LLC
DECREASED722728-6-1%$271.6K$370.3K+$98.8K2026-10-07
David Kennon Inc
DECREASED720845-125-15%$315.2K$369.3K+$54.1K2026-10-13
St. Louis Trust Co
UNCHANGED72072000%$1.4M$369.3K-$1.1M2026-11-03
Veltria Advisors Corp.
DECREASED716784-68-9%$292.4K$367.2K+$74.8K2026-11-05
Horizon Advisory Services, Inc.
NEW714—+714——$366.2K—2026-10-29
Eddie Patel Inc
INCREASED714713+1+0%$266.1K$366.2K+$100.1K2026-11-02
Midwest Capital Advisors, LLC
INCREASED710636+74+12%$237.2K$363.9K+$126.7K2026-11-04
Inlight Wealth Management, LLC
DECREASED710712-20%$265.6K$364.0K+$98.4K2026-10-21
Holcombe Financial, Inc.
DECREASED7031,131-428-38%$421.9K$360.6K-$61.3K2026-10-16
Axim Planning & Wealth
DECREASED7002,418-1,718-71%$902.0K$359.0K-$542.9K2026-10-28
Cornerstone Management, Inc.
UNCHANGED69969900%$260.7K$358.5K+$97.8K2026-10-16
Strategic Point Investment Advisors, LLC
DECREASED696954-258-27%$355.7K$357.0K+$1.3K2026-10-29
New Harbor Financial Group, LLC
DECREASED693778-85-11%$290.2K$355.4K+$65.2K2026-10-22
Plus Group Wealth Advisors LLC
INCREASED689674+15+2%$251.4K$353.2K+$101.7K2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED68468400%$255.1K$350.8K+$95.7K2026-10-14
Fluent Financial, LLC
DECREASED68214,386-13,704-95%$5.4M$349.8K-$5.0M2026-10-13
Sherry Group, Inc.
INCREASED679631+48+8%$232.6K$348.3K+$115.7K2026-10-09
Prudent Man Investment Management, Inc.
INCREASED679639+40+6%$308.8K$348.4K+$39.6K2026-11-03
Laurel Wealth Planning LLC
DECREASED677726-49-7%$270.8K$347.2K+$76.4K2026-11-02
Gunderson Capital Management LLC
NEW668—+668——$342.8K—2026-10-15
J2 Capital Management Inc
UNCHANGED66666600%$248.3K$341.8K+$93.5K2026-10-19
Flagship Private Wealth, LLC
DECREASED651661-10-2%$246.6K$333.9K+$87.3K2026-11-05
Graetz Wealth LLC
DECREASED648737-89-12%$275.0K$332.2K+$57.2K2026-10-27
Paradigm, Strategies in Wealth Management, LLC
DECREASED648684-36-5%$255.3K$332.3K+$77.1K2026-10-16
McCarley & Cook Financial Planners
INCREASED647330+317+96%$123.1K$331.8K+$208.7K2026-10-21
Sullivan Wood Capital Management LLC
INCREASED647627+20+3%$233.9K$331.9K+$98.0K2026-10-13
Lee, Kelleher & Klein Wealth Management
UNCHANGED64264200%$239.5K$329.3K+$89.8K2026-10-08
swisspartners Advisors Ltd
UNCHANGED64064000%$238.7K$328.3K+$89.6K2026-11-05
Capital Wealth Management, LLC
DECREASED635646-11-2%$241.0K$325.7K+$84.7K2026-10-27
Reicon Wealth Advisors, LLC
DECREASED6331,184-551-47%$441.7K$324.7K-$117.0K2026-11-04
POM Investment Strategies, LLC
INCREASED626363+263+72%$135.4K$321.1K+$185.7K2026-10-20
BCU Wealth Advisors, LLC
DECREASED609632-23-4%$235.6K$312.1K+$76.5K2026-10-16
Greenhouse Wealth Management, LLC
UNCHANGED60860800%$226.7K$311.7K+$85.0K2026-10-20
Broussard Financial Group LLC
NEW605—+605——$310.3K—2026-10-26
Retirement Financial Solutions, LLC
NEW605—+605——$310.2K—2026-10-20
Retiremitten Financial LLC
NEW604—+604——$320.7K—2026-11-05
Compound Global Advisors, LLC
DECREASED600601-10%$224.2K$307.7K+$83.6K2026-10-20
Solutions 4 Wealth, Ltd
NEW594—+594——$304.7K—2026-11-03
Aurelius Family Office LLC
UNCHANGED59459400%$221.6K$304.7K+$83.1K2026-10-23
Global View Capital Management LLC
DECREASED593928-335-36%$346.2K$304.2K-$42.0K2026-10-28
Courage Miller Partners, LLC
INCREASED586585+1+0%$218.2K$300.4K+$82.2K2026-10-21
Altrius Capital Management Inc
DECREASED585586-10%$218.6K$300.0K+$81.5K2026-11-05
Ballast Financial Advisors LLC
DECREASED583696-113-16%$259.5K$298.9K+$39.4K2026-10-26
Stonehearth Capital Management, LLC
UNCHANGED58158100%$216.8K$298.1K+$81.3K2026-10-13
Cambridge Capital Management, LLC
INCREASED580573+7+1%$213.7K$297.5K+$83.7K2026-10-19
Financial Designs Corp
NEW579—+579——$296.7K—2026-10-09
Prosperity Planning, Inc.
NEW573—+573——$293.9K—2026-10-09
Evergreen Advisors, LLC
UNCHANGED57157100%$213.0K$292.9K+$79.9K2026-10-28
Sims Investment Management, LLC
DECREASED569663-94-14%$247.3K$291.8K+$44.5K2026-10-13
Rachor Investment Advisory Services, LLC
DECREASED568569-10%$212.1K$291.2K+$79.2K2026-10-29
Adirondack Capital Advisors, LLC
UNCHANGED56756700%$211.6K$291.0K+$79.4K2026-10-09
Guardian Wealth Management, Inc.
UNCHANGED56656600%$211.4K$290.7K+$79.3K2026-10-30
NewCorp Financial Services, Inc.
DECREASED565566-10%$211.2K$289.8K+$78.6K2026-10-14
WJ Interests, LLC
UNCHANGED56356300%$210.0K$288.8K+$78.8K2026-10-14
City Center Advisors, LLC
DECREASED562581-19-3%$216.7K$288.3K+$71.5K2026-10-08
Gagnon Securities LLC
INCREASED558556+2+0%$207.4K$286.2K+$78.8K2026-11-05
Vestment Financial LLC
NEW553—+553——$285.9K—2026-10-13
NIA Impact Advisors, LLC
DECREASED552720-168-23%$268.6K$283.0K+$14.4K2026-11-04
Five Pine Wealth Management
INCREASED552545+7+1%$203.4K$283.3K+$79.9K2026-10-20
Archer Investment Management, LLC
DECREASED544584-40-7%$217.8K$279.0K+$61.2K2026-10-13
Lake Hills Wealth Management, LLC
NEW543—+543——$278.7K—2026-10-07
eCIO, Inc.
DECREASED541701-160-23%$261.6K$286.5K+$24.9K2026-11-02
RHL Group, LLC
DECREASED539547-8-1%$204.0K$276.2K+$72.2K2026-11-04
Durante & Waters, LLC
NEW527—+527——$270.1K—2026-10-28
Tabr Capital Management, LLC
NEW524—+524——$268.9K—2026-10-20
Schwallier Wealth Management LLC
DECREASED522647-125-19%$241.4K$267.5K+$26.1K2026-11-05
Kessler Investment Group, LLC
NEW515—+515——$264.1K—2026-10-08
Allstreet Capital Advisors LLC
NEW511—+511——$261.8K—2026-11-04
FSA Wealth Partners, Inc.
NEW511—+511——$262.1K—2026-10-26
Team Financial Group, LLC
NEW506—+506——$259.7K—2026-10-30
F&V Capital Management, LLC
DECREASED506540-34-6%$201.0K$260-$200.7K2026-10-19
AF Advisors, Inc.
NEW504—+504——$258.6K—2026-11-06
Investment Management Associates Inc
NEW502—+502——$257.5K—2026-10-29
Moller Wealth Partners
DECREASED5021,020-518-51%$380.4K$257.3K-$123.0K2026-10-15
Kings Path Partners LLC
DECREASED502530-28-5%$197.7K$257.5K+$59.8K2026-10-21
William Howard & Co Financial Advisors Inc
NEW500—+500——$256.5K—2026-11-04
Weitzel Financial Services, Inc.
NEW497—+497——$255.4K—2026-10-16
Mycio Wealth Partners, LLC
NEW497—+497——$254.9K—2026-11-04
Your Advocates Ltd., LLP
INCREASED496491+5+1%$183.3K$254.6K+$71.3K2026-11-03
Wheels Up Wealth, Inc.
NEW495—+495——$253.9K—2026-10-27
SMI Advisory Services, LLC
NEW495—+495——$264.9K—2026-10-13
Stephenson & Company, Inc.
NEW487—+487——$249.9K—2026-10-30
Euro Pacific Asset Management, LLC
NEW487—+487——$249.8K—2026-11-03
Swmg, LLC
NEW481—+481——$250.7K—2026-10-23
Legacy Wealth Management, LLC
NEW478—+478——$245.2K—2026-10-22
Marquette Asset Management, LLC
DECREASED471526-55-10%$196.2K$241.6K+$45.4K2026-10-09
Rareview Capital LLC
UNCHANGED47147100%$234.2K$241.5K+$7.3K2026-11-05
Ramiah Investment Group
DECREASED464694-230-33%$258.9K$238.0K-$20.9K2026-10-20
Livelsberger Financial Advisory
NEW461—+461——$236.7K—2026-10-28
Ironwood Wealth Management, Llc.
NEW461—+461——$236.4K—2026-10-28
Guardian Wealth Management, LLC
NEW461—+461——$236.5K—2026-10-14
Mason & Associates, LLC
NEW453—+453——$232.3K—2026-10-26
Innovative Advisory Group, LLC
NEW452—+452——$231.7K—2026-10-13
Macco Financial Group, Inc.
NEW452—+452——$231.8K—2026-11-05
Robinson Value Management, Ltd.
UNCHANGED45045000%$167.9K$230.8K+$62.9K2026-10-20
First International Bank of Israel Ltd.
NEW447—+447——$229.3K—2026-11-04
LCW Services, LLC
NEW444—+444——$227.7K—2026-10-21
Horizons Wealth Management
NEW444—+444——$227.7K—2026-10-05
WBI Investments, LLC
DECREASED4404,227-3,787-90%$1.6M$225.8K-$1.4M2026-11-05
LTG Capital LLC
NEW439—+439——$225.2K—2026-11-04
Compass Planning Associates Inc
NEW439—+439——$225.3K—2026-10-13
Brown Capital Management LLC
NEW438—+438——$224.7K—2026-10-27
Disciplined Equity Management, Inc.
NEW437—+437——$224.1K—2026-10-14
Selby Wealth Management, LLC
NEW435—+435——$222.9K—2026-10-16
Roan Capital Partners
NEW435—+435——$223.1K—2026-10-09
Keystone Global Partners, LLC
DECREASED4351,995-1,560-78%$744.1K$223.2K-$520.9K2026-10-13
Elevation Capital Advisory, LLC
NEW431—+431——$221.1K—2026-10-29
Mokosak Advisory Group, LLC
NEW430—+430——$221.0K—2026-10-20
FinDec Wealth Services, Inc.
NEW430—+430——$220.4K—2026-10-30
Klein Pavlis & Peasley Financial, Inc.
NEW429—+429——$220.1K—2026-10-13
Arga Investment Management, LP
NEW429—+429——$220.0K—2026-10-30
MJT & Associates Financial Advisory Group, Inc.
DECREASED424514-90-18%$191.7K$217.5K+$25.7K2026-10-07
Kirr Marbach & Co LLC
NEW410—+410——$210.3K—2026-10-20
AG Asset Advisory, LLC
NEW406—+406——$208.2K—2026-11-06
Sageworth Trust Co of South Dakota
DECREASED398782-384-49%$291.7K$204.1K-$87.6K2026-10-30
Sarver Vrooman Wealth Advisors
DECREASED357557-200-36%$216.5K$183.1K-$33.4K2026-10-01
Navigoe, LLC
INCREASED350344+6+2%$128.0K$179-$127.8K2026-11-04
Kroeger Financial Partners
UNCHANGED32532500%$121.2K$166.7K+$45.5K2026-10-19
Portfolio Resources Advisor Group, Inc.
NEW299—+299——$153.4K—2026-10-20
Gleason Group, Inc.
UNCHANGED27327300%$101.8K$140.3K+$38.5K2026-10-15
Carolina Wealth Advisors, LLC
INCREASED267183+84+46%$68.3K$136.9K+$68.7K2026-10-23
Vermillion Wealth Management, Inc.
DECREASED2441,990-1,746-88%$742.3K$125.1K-$617.2K2026-10-26
Glynn Capital Management LLC
DECREASED237255-18-7%$95.1K$121.6K+$26.4K2026-10-07
NorthAvenue LLC
DECREASED232237-5-2%$88.2K$118.8K+$30.5K2026-10-29
John Boyer, Inc.
NEW170—+170——$87.6K—2026-10-27
Blueline Advisors LLC
INCREASED165115+50+43%$42.9K$84.6K+$41.7K2026-10-15
Strategic Advocates LLC
DECREASED163277-114-41%$103.3K$83.6K-$19.7K2026-11-03
Transce3nd, LLC
INCREASED15944+115+261%$16.9K$84.7K+$67.8K2026-10-26
MilWealth Group LLC
UNCHANGED15415400%$57.4K$79.0K+$21.5K2026-11-02
Fiduciary Advisors, Inc.
INCREASED153125+28+22%$46.5K$78.4K+$31.8K2026-10-16
Richardson Capital Management LLC
INCREASED153134+19+14%$50.1K$78.7K+$28.6K2026-10-23
Networth Advisors, LLC
DECREASED149449-300-67%$167.5K$76.6K-$90.9K2026-11-03
Daytona Street Capital LLC
UNCHANGED13913900%$53.6K$73.1K+$19.5K2026-10-15
PayPay Securities Corp
DECREASED134135-1-1%$50.4K$68.7K+$18.4K2026-10-27
Frisco Financial Planning LLC
UNCHANGED13213200%$49.2K$67.7K+$18.5K2026-10-05
MidAtlantic Capital Management, Inc.
NEW123—+123——$63.1K—2026-11-05
MH & Associates Securities Management Corp
UNCHANGED11411400%$42.5K$58.5K+$15.9K2026-10-30
Bernzott Capital Advisors
NEW107—+107——$54.9K—2026-10-29
Frankly Finances, LLC
UNCHANGED959500%$35.4K$48.7K+$13.3K2026-10-28
Sima Wealth Partners, LLC
UNCHANGED808000%$29.9K$41.2K+$11.2K2026-10-19
Newton One Investments LLC
UNCHANGED757500%$28.1K$38.7K+$10.6K2026-10-14
Montgomery Financial Services LLC
UNCHANGED696900%$25.7K$35.4K+$9.7K2026-11-03
Collier Financial
UNCHANGED434300%$16.1K$22.1K+$6.1K2026-11-06
Financially Speaking Inc
INCREASED3836+2+6%$13.3K$19.5K+$6.2K2026-11-05
Bayforest Capital Ltd
NEW23—+23——$11.8K—2026-11-03
USA Financial Formulas
NEW18—+18——$9.2K—2026-10-16
Nvest Wealth Strategies, Inc.
DECREASED17184-167-91%$68.5K$8.9K-$59.6K2026-10-14
Inspire Investing, LLC
UNCHANGED101000%$3.7K$5.1K+$1.4K2026-10-22
4Thought Financial Group Inc.
NEW0—0——$99—2026-11-02
MKP Capital Management, L.L.C.
CLOSED0342,500-342,500-100%$127.8M$0-$127.8M2026-11-04
Imc-Chicago, LLC
CLOSED0303,034-303,034-100%$113.0M$0-$113.0M2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED0119,407-119,407-100%$44.5M$0-$44.5M2026-10-16
B&D White Capital Company, LLC
CLOSED0118,445-118,445-100%$44.2M$0-$44.2M2026-11-02
Waratah Capital Advisors Ltd.
CLOSED043,433-43,433-100%$16.2M$0-$16.2M2026-11-06
City of London Investment Management Co LTD
CLOSED040,046-40,046-100%$14.9M$0-$14.9M2026-10-30
Privium Fund Management (UK) Ltd
CLOSED030,200-30,200-100%$11.1M$0-$11.1M2026-10-30
Wolverine Asset Management LLC
CLOSED027,126-27,126-100%$10.1M$0-$10.1M2026-11-02
Herald Investment Management Ltd
CLOSED025,800-25,800-100%$9.6M$0-$9.6M2026-10-05
Check Capital Management Inc
CLOSED012,458-12,458-100%$4.6M$0-$4.6M2026-11-05
Gallagher Capital Advisors, LLC
CLOSED011,633-11,633-100%$4.3M$0-$4.3M2026-10-09
DBA Trading, LLC
CLOSED08,600-8,600-100%$3.2M$0-$3.2M2026-11-04
FDx Advisors, Inc.
CLOSED08,585-8,585-100%$3.2M$0-$3.2M2026-11-05
Sanchez Wealth Management Group
CLOSED07,074-7,074-100%$2.6M$0-$2.6M2026-11-02
CenterStar Asset Management, LLC
CLOSED06,919-6,919-100%$2.6M$0-$2.6M2026-10-09
Castellan Group
CLOSED05,900-5,900-100%$2.2M$0-$2.2M2026-10-19
Arbor Capital Management Inc
CLOSED05,658-5,658-100%$2.2M$0-$2.2M2026-10-21
Scarborough Advisors, LLC
CLOSED04,911-4,911-100%$1.9M$0-$1.9M2026-10-16
Impact Investors, Inc
CLOSED04,549-4,549-100%$1.7M$0-$1.7M2026-11-02
Miura Global Management, LLC
CLOSED04,000-4,000-100%$1.5M$0-$1.5M2026-10-05
One River Asset Management, LLC
CLOSED03,037-3,037-100%$1.1M$0-$1.1M2026-10-21
Moneywise, Inc.
CLOSED02,669-2,669-100%$995.7K$0-$995.7K2026-10-30
Verus Wealth Management, LLC
CLOSED02,457-2,457-100%$916.5K$0-$916.5K2026-10-13
Bayshore Capital Advisors, LLC
CLOSED02,129-2,129-100%$794.2K$0-$794.2K2026-11-02
Belvedere Trading LLC
CLOSED01,653-1,653-100%$616.6K$0-$616.6K2026-11-05
All-Stars Investment Ltd
CLOSED01,500-1,500-100%$559.5K$0-$559.5K2026-11-03
Arcadia Wealth Management, LLC
CLOSED01,368-1,368-100%$510.3K$0-$510.3K2026-10-22
Sunesis Advisors, LLC
CLOSED01,131-1,131-100%$421.9K$0-$421.9K2026-10-26
Rpoa Advisors, Inc.
CLOSED01,071-1,071-100%$399.5K$0-$399.5K2026-10-19
Ameraudi Asset Management, Inc.
CLOSED0967-967-100%$360.7K$0-$360.7K2026-11-05
Surience Private Wealth LLC
CLOSED0956-956-100%$356.6K$0-$356.6K2026-10-16
MQS Management LLC
CLOSED0889-889-100%$331.6K$0-$331.6K2026-11-06
First Security Investment Management, Inc.
CLOSED0856-856-100%$319.3K$0-$319.3K2026-11-05
Lecap Asset Management LTD
CLOSED0848-848-100%$316.3K$0-$316.3K2026-10-27
Arlington Partners LLC
CLOSED0645-645-100%$240.6K$0-$240.6K2026-10-20
Rye Brook Capital LLC
CLOSED0605-605-100%$226.0K$0-$226.0K2026-10-07
True Blue Financial, LLC
CLOSED0553-553-100%$206.3K$0-$206.3K2026-10-15
Ramsey Quantitative Systems
CLOSED0300-300-100%$111.9K$0-$111.9K2026-10-22
Ball & Co Wealth Management Inc.
CLOSED057-57-100%$21$0-$212026-11-05
Groupe des Assurances du Credit Mutuel
DECREASED021,560-21,560-100%$8.0M$0-$8.0M2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$5.9M$8.9M+$3.0M2026-10-29
Illumine Investment Management, LLC
UNCHANGED000—$3.0M$4.1M+$1.1M2026-10-22
BlackRock, Inc.
N/A—607,367,113-607,367,113-100%$226.6B———
Vanguard Capital Management LLC
N/A—485,192,007-485,192,007-100%$181.0B———
State Street Corp
N/A—315,653,206-315,653,206-100%$117.7B———
FMR LLC
N/A—185,960,066-185,960,066-100%$69.4B———
Vanguard Portfolio Management LLC
N/A—168,407,641-168,407,641-100%$62.8B———
JPMorgan Chase & Co
N/A—135,173,516-135,173,516-100%$49.8B———
Morgan Stanley
N/A—127,674,661-127,674,661-100%$47.6B———
Norges Bank
N/A—102,732,956-102,732,956-100%$38.3B———
Invesco Ltd.
N/A—100,247,890-100,247,890-100%$37.4B———
Capital Research Global Investors
N/A—94,750,369-94,750,369-100%$35.3B———
Price T Rowe Associates Inc
N/A—87,287,163-87,287,163-100%$32.6B———
Northern Trust Corp
N/A—78,663,446-78,663,446-100%$29.3B———
Bank of America Corp
N/A—73,289,286-73,289,286-100%$27.3B———
UBS Asset Management Americas LLC
N/A—64,375,360-64,375,360-100%$24.0B———
Goldman Sachs Group Inc
N/A—63,933,083-63,933,083-100%$23.8B———
Capital World Investors
N/A—55,139,128-55,139,128-100%$20.6B———
Capital International Investors
N/A—53,774,299-53,774,299-100%$20.1B———
Charles Schwab Investment Management Inc
N/A—52,298,999-52,298,999-100%$19.5B———
Legal & General Group Plc
N/A—49,076,304-49,076,304-100%$18.3B———
Franklin Resources Inc
N/A—47,757,602-47,757,602-100%$17.8B———
Wellington Management Group LLP
N/A—47,603,820-47,603,820-100%$17.8B———
Vanguard Fiduciary Trust Co
N/A—42,199,414-42,199,414-100%$15.7B———
Nuveen, LLC
N/A—40,389,150-40,389,150-100%$15.1B———
UBS Group AG
N/A—35,883,844-35,883,844-100%$13.4B———
Royal Bank of Canada
N/A—35,375,499-35,375,499-100%$13.2B———
Wells Fargo & Company
N/A—33,423,086-33,423,086-100%$12.5B———
Ameriprise Financial Inc
N/A—28,993,857-28,993,857-100%$10.8B———
Arrowstreet Capital, Limited Partnership
N/A—27,659,541-27,659,541-100%$10.3B———
HSBC Holdings PLC
N/A—27,403,554-27,403,554-100%$10.2B———
Alliancebernstein L.P.
N/A—25,998,459-25,998,459-100%$9.6B———
SG Americas Securities, LLC
N/A—23,784,314-23,784,314-100%$8.9B———
Massachusetts Financial Services Co
N/A—20,441,967-20,441,967-100%$8.8B———
Swiss National Bank
N/A—19,896,530-19,896,530-100%$7.4B———
Jupiter Topco LLC
N/A—18,575,933-18,575,933-100%$6.9B———
Raymond James Financial Inc
N/A—18,447,917-18,447,917-100%$6.9B———
Jennison Associates LLC
N/A—16,326,489-16,326,489-100%$6.1B———
Vanguard Global Advisers, LLC
N/A—16,025,402-16,025,402-100%$6.0B———
California Public Employees Retirement System
N/A—15,795,039-15,795,039-100%$5.9B———
Schroder Investment Management Group
N/A—15,714,701-15,714,701-100%$5.9B———
National Pension Service
N/A—15,239,745-15,239,745-100%$5.7B———
Canada Pension Plan Investment Board
N/A—15,156,859-15,156,859-100%$5.7B———
Bank of Montreal
N/A—14,621,788-14,621,788-100%$5.5B———
American Century Companies Inc
N/A—14,512,326-14,512,326-100%$5.4B———
Vanguard Asset Management, Ltd
N/A—14,348,502-14,348,502-100%$5.4B———
Nordea Investment Management AB
N/A—13,417,667-13,417,667-100%$5.0B———
Dodge & COX
N/A—12,836,229-12,836,229-100%$4.8B———
Rhumbline Advisers
N/A—12,613,358-12,613,358-100%$4.7B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—11,615,164-11,615,164-100%$4.3B———
Envestnet Asset Management Inc
N/A—11,497,807-11,497,807-100%$4.3B———
AQR Capital Management LLC
N/A—11,473,057-11,473,057-100%$4.3B———
National Bank of Canada
N/A—11,471,101-11,471,101-100%$4.3B———
Victory Capital Management Inc
N/A—11,231,028-11,231,028-100%$4.2B———
Manufacturers Life Insurance Company, the
N/A—10,725,305-10,725,305-100%$4.0B———
California State Teachers Retirement System
N/A—10,707,532-10,707,532-100%$4.0B———
Neuberger Berman Group LLC
N/A—10,608,282-10,608,282-100%$4.0B———
T. Rowe Price Investment Management, Inc.
N/A—10,568,155-10,568,155-100%$3.9B———
FIL Ltd
N/A—10,507,891-10,507,891-100%$3.9B———
State Farm Mutual Automobile Insurance Co
N/A—10,360,148-10,360,148-100%$3.9B———
BNP Paribas Asset Management Holding S.A.
N/A—10,194,443-10,194,443-100%$3.8B———
Brown Advisory Inc
N/A—8,508,949-8,508,949-100%$3.2B———
New York State Common Retirement Fund
N/A—8,484,853-8,484,853-100%$3.2B———
Fayez Sarofim & Co
N/A—8,269,855-8,269,855-100%$3.1B———
Allianz Asset Management GmbH
N/A—8,121,141-8,121,141-100%$3.0B———
Susquehanna International Group, LLP
N/A—7,932,406-7,932,406-100%$3.0B———
Loomis Sayles & Co L P
N/A—7,779,696-7,779,696-100%$2.9B———
CIBC Bancorp USA Inc.
N/A—7,759,778-7,759,778-100%$2.9B———
BNP Paribas Financial Markets
N/A—7,319,367-7,319,367-100%$2.7B———
Aviva PLC
N/A—7,196,309-7,196,309-100%$2.7B———
Primecap Management Co
N/A—7,140,870-7,140,870-100%$2.7B———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—6,816,326-6,816,326-100%$2.5B———
Ensign Peak Advisors, Inc
N/A—6,750,733-6,750,733-100%$2.5B———
TD Asset Management Inc
N/A—6,747,748-6,747,748-100%$2.5B———
DnB Asset Management AS
N/A—6,674,835-6,674,835-100%$2.5B———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—6,629,138-6,629,138-100%$2.5B———
Prudential Financial Inc
N/A—6,611,070-6,611,070-100%$2.5B———
1832 Asset Management L.P.
N/A—6,586,763-6,586,763-100%$2.5B———
Adage Capital Partners GP, L.L.C.
N/A—6,579,943-6,579,943-100%$2.5B———
Stifel Financial Corp
N/A—6,433,235-6,433,235-100%$2.4B———
Canada Life Assurance Co
N/A—6,409,330-6,409,330-100%$2.4B———
Bank of Nova Scotia
N/A—6,366,290-6,366,290-100%$2.4B———
State Board of Administration of Florida Retirement System
N/A—6,320,554-6,320,554-100%$2.4B———
Natixis Advisors, LLC
N/A—6,263,279-6,263,279-100%$2.3B———
Pershing Square Inc.
N/A—6,206,730-6,206,730-100%$2.3B———
Clearbridge Investments, LLC
N/A—6,205,738-6,205,738-100%$2.3B———
Bessemer Group Inc
N/A—6,142,474-6,142,474-100%$2.3B———
Caisse de Depot ET Placement DU Quebec
N/A—6,041,152-6,041,152-100%$2.3B———
SEI Investments Co
N/A—5,912,948-5,912,948-100%$2.2B———
Baird Financial Group, Inc.
N/A—5,836,049-5,836,049-100%$2.2B———
Royal London Asset Management LTD
N/A—5,802,929-5,802,929-100%$2.2B———
Jones Financial Companies Lllp
N/A—5,801,727-5,801,727-100%$2.2B———
Danske Bank A/S
N/A—5,659,933-5,659,933-100%$2.1B———
Credit Agricole S A
N/A—5,646,926-5,646,926-100%$2.1B———
APG Asset Management N.V.
N/A—5,525,436-5,525,436-100%$1.8B———
Mariner, LLC
N/A—5,468,639-5,468,639-100%$2.0B———
Lazard Asset Management LLC
N/A—5,303,055-5,303,055-100%$2.0B———
Voya Investment Management LLC
N/A—5,220,686-5,220,686-100%$1.9B———
Fred Alger Management, LLC
N/A—5,164,479-5,164,479-100%$1.9B———
Focus Partners Wealth
N/A—5,084,517-5,084,517-100%$1.9B———
Korea Investment Corp
N/A—5,023,194-5,023,194-100%$1.9B———
HighTower Advisors, LLC
N/A—5,008,045-5,008,045-100%$1.9B———
Acadian Asset Management LLC
N/A—4,848,128-4,848,128-100%$1.8B———
Quantinno Capital Management LP
N/A—4,757,816-4,757,816-100%$1.8B———
First Trust Advisors LP
N/A—4,667,043-4,667,043-100%$1.7B———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—4,544,428-4,544,428-100%$1.7B———
Jane Street Group, LLC
N/A—4,452,909-4,452,909-100%$1.7B———
Nomura Asset Management International Inc.
N/A—4,366,033-4,366,033-100%$1.6B———
First Manhattan Co. Llc.
N/A—4,345,361-4,345,361-100%$1.6B———
Capstone Investment Advisors, LLC
N/A—4,303,251-4,303,251-100%$1.6B———
Chevy Chase Trust Holdings, LLC
N/A—4,291,848-4,291,848-100%$1.6B———
Holocene Advisors, LP
N/A—4,277,000-4,277,000-100%$1.6B———
Millennium Management LLC
N/A—4,240,904-4,240,904-100%$1.6B———
Toronto Dominion Bank
N/A—4,160,792-4,160,792-100%$1.6B———
Cerity Partners LLC
N/A—4,142,310-4,142,310-100%$1.5B———
Storebrand Asset Management AS
N/A—4,065,646-4,065,646-100%$1.5B———
Mitsubishi UFJ Trust & Banking Corp
N/A—3,931,924-3,931,924-100%$1.5B———
Rockefeller Capital Management L.P.
N/A—3,931,897-3,931,897-100%$1.5B———
Nomura Asset Management Co LTD
N/A—3,857,888-3,857,888-100%$1.4B———
Handelsbanken Fonder AB
N/A—3,811,080-3,811,080-100%$1.4M———
Citadel Advisors LLC
N/A—3,770,405-3,770,405-100%$1.4B———
State of Wisconsin Investment Board
N/A—3,767,812-3,767,812-100%$1.4B———
Employees Provident Fund Board
N/A—3,736,259-3,736,259-100%$1.4B———
Eagle Capital Management LLC
N/A—3,717,490-3,717,490-100%$1.4B———
Rathbones Group PLC
N/A—3,695,501-3,695,501-100%$1.4B———
Treasurer of the State of North Carolina
N/A—3,656,121-3,656,121-100%$1.4B———
Captrust Financial Advisors
N/A—3,623,847-3,623,847-100%$1.4B———
Vanguard Investments Australia, Ltd.
N/A—3,623,435-3,623,435-100%$1.4B———
D. E. Shaw & Co., Inc.
N/A—3,563,793-3,563,793-100%$1.3B———
Blair William & Co
N/A—3,442,574-3,442,574-100%$1.3B———
Marshall Wace, LLP
N/A—3,340,231-3,340,231-100%$1.2B———
Public Employees Retirement Association of Colorado
N/A—3,313,182-3,313,182-100%$1.2B———
Panagora Asset Management Inc
N/A—3,306,680-3,306,680-100%$1.2B———
Aristotle Capital Management, LLC
N/A—3,161,715-3,161,715-100%$1.2B———
Soroban Capital Partners LP
N/A—3,147,241-3,147,241-100%$1.2B———
KLP Kapitalforvaltning AS
N/A—3,137,328-3,137,328-100%$1.2B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,127,167-3,127,167-100%$1.2B———
Generation Investment Management LLP
N/A—3,113,553-3,113,553-100%$1.2B———
Osaic Holdings, Inc.
N/A—3,090,156-3,090,156-100%$1.2B———
Public Sector Pension Investment Board
N/A—3,048,001-3,048,001-100%$1.1B———
Cetera Investment Advisers
N/A—3,036,653-3,036,653-100%$1.1B———
Coatue Management LLC
N/A—2,936,409-2,936,409-100%$1.1B———
Public Employees Retirement System of Ohio
N/A—2,913,482-2,913,482-100%$1.1B———
Clear Street Group Inc.
N/A—2,904,438-2,904,438-100%$1.1B———
LOS Angeles Capital Management LLC
N/A—2,817,372-2,817,372-100%$1.1B———
Man Group plc
N/A—2,759,777-2,759,777-100%$1.0B———
Baillie Gifford & Co
N/A—2,713,688-2,713,688-100%$1.0B———
Capitolis Liquid Global Markets LLC
N/A—2,679,089-2,679,089-100%$999.4M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—2,649,953-2,649,953-100%$988.5M———
Federated Hermes, Inc.
N/A—2,615,725-2,615,725-100%$975.7M———
Capital Wealth Planning, LLC
N/A—2,596,309-2,596,309-100%$968.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—2,586,308-2,586,308-100%$964.7M———
State of Tennessee, Department of Treasury
N/A—2,574,513-2,574,513-100%$960.3M———
CI Investments Inc.
N/A—2,557,139-2,557,139-100%$953.9M———
Teacher Retirement System of Texas
N/A—2,500,591-2,500,591-100%$932.8M———
Banco Santander, S.A.
N/A—2,500,025-2,500,025-100%$932.6M———
Life Cycle Investment Partners Ltd
N/A—2,490,204-2,490,204-100%$928.9M———
Altarock Partners LP
N/A—2,334,482-2,334,482-100%$870.8M———
Northwestern Mutual Wealth Management Co
N/A—2,300,016-2,300,016-100%$858.0M———
Winslow Capital Management, LLC
N/A—2,295,227-2,295,227-100%$856.2M———
Janney Montgomery Scott LLC
N/A—2,289,585-2,289,585-100%$854.1M———
Scotia Capital Inc.
N/A—2,271,867-2,271,867-100%$847.5M———
Tiger Global Management LLC
N/A—2,266,913-2,266,913-100%$845.6M———
Resona Asset Management Co.,Ltd.
N/A—2,264,273-2,264,273-100%$842.4M———
Tidal Investments LLC
N/A—2,261,902-2,261,902-100%$843.7M———
AustralianSuper Pty Ltd
N/A—2,261,161-2,261,161-100%$843.5M———
Tredje Ap-fonden
N/A—2,255,278-2,255,278-100%$841.3M———
Commerce Bank
N/A—2,172,142-2,172,142-100%$810.3M———
Mercer Global Advisors Inc
N/A—2,166,180-2,166,180-100%$808.0M———
Starlite Capital Inc
N/A—2,104,879-2,104,879-100%$844.2M———
Menora Mivtachim Holdings Ltd.
N/A—2,102,450-2,102,450-100%$784.3M———
Polen Capital Management LLC
N/A—2,098,613-2,098,613-100%$782.8M———
Rafferty Asset Management, LLC
N/A—2,079,384-2,079,384-100%$775.7M———
ING Groep NV
N/A—2,057,862-2,057,862-100%$767.6M———
Brown Brothers Harriman & Co
N/A—2,057,067-2,057,067-100%$767.3M———
Worldquant Millennium Advisors LLC
N/A—2,006,456-2,006,456-100%$748.4M———
Federation des caisses Desjardins du Quebec
N/A—2,000,430-2,000,430-100%$746.2M———
WCM Investment Management, LLC
N/A—1,975,459-1,975,459-100%$728.1M———
Unisphere Establishment
N/A—1,974,550-1,974,550-100%$736.5M———
M&T Bank Corp
N/A—1,957,300-1,957,300-100%$730.1M———
Mairs & Power Inc
N/A—1,950,737-1,950,737-100%$727.7M———
First Eagle Investment Management, LLC
N/A—1,940,215-1,940,215-100%$723.7M———
Squarepoint Ops LLC
N/A—1,936,274-1,936,274-100%$722.3M———
CIBC World Market Inc.
N/A—1,920,498-1,920,498-100%$716.4M———
MetLife Investment Management, LLC
N/A—1,845,395-1,845,395-100%$688.4M———
Two Sigma Investments, LP
N/A—1,829,283-1,829,283-100%$682.4M———
USS Investment Management Ltd
N/A—1,810,982-1,810,982-100%$675.2M———
VAN Lanschot Kempen Investment Management N.V.
N/A—1,775,420-1,775,420-100%$662.3M———
Jacobs Levy Equity Management, Inc
N/A—1,737,693-1,737,693-100%$648.2M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—1,704,284-1,704,284-100%$635.7M———
Voyager Global Management LP
N/A—1,700,000-1,700,000-100%$634.1M———
Pathstone Holdings, LLC
N/A—1,699,477-1,699,477-100%$635.0M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—1,695,117-1,695,117-100%$632.3M———
Tudor Investment Corp ET AL
N/A—1,672,441-1,672,441-100%$623.9M———
NewEdge Advisors, LLC
N/A—1,661,376-1,661,376-100%$619.7M———
MML Investors Services, LLC
N/A—1,635,283-1,635,283-100%$610.0M———
Nissay Asset Management Corp N
N/A—1,628,189-1,628,189-100%$607.3M———
Woodline Partners LP
N/A—1,626,637-1,626,637-100%$606.8M———
Macquarie Group LTD
N/A—1,606,591-1,606,591-100%$599.3M———
Fundsmith LLP
N/A—1,596,737-1,596,737-100%$595.6M———
Van Eck Associates Corp
N/A—1,590,600-1,590,600-100%$593.3M———
Vinva Investment Management Ltd
N/A—1,585,751-1,585,751-100%$584.5M———
Qube Research & Technologies Ltd
N/A—1,573,414-1,573,414-100%$586.9M———
Pinebridge Investments LLC
N/A—1,571,707-1,571,707-100%$586.3M———
Glenmede Trust Co NA
N/A—1,564,637-1,564,637-100%$583.6M———
&partners
N/A—1,521,203-1,521,203-100%$566.3M———
LGT Group Foundation
N/A—1,482,457-1,482,457-100%$553.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—1,477,964-1,477,964-100%$550.7M———
Jupiter Asset Management LTD
N/A—1,462,691-1,462,691-100%$540.7M———
Viking Global Investors LP
N/A—1,458,618-1,458,618-100%$544.1M———
Westfield Capital Management Co LP
N/A—1,414,294-1,414,294-100%$527.6M———
Erste Asset Management GmbH
N/A—1,386,489-1,386,489-100%$512.1M———
AE Wealth Management LLC
N/A—1,366,663-1,366,663-100%$509.8M———
Impax Asset Management Group plc
N/A—1,350,648-1,350,648-100%$503.8M———
Alyeska Investment Group, L.P.
N/A—1,338,020-1,338,020-100%$499.1M———
Coldstream Capital Management Inc
N/A—1,327,315-1,327,315-100%$495.1M———
Capital International, Inc.
N/A—1,326,460-1,326,460-100%$494.8M———
Huntington National Bank
N/A—1,324,947-1,324,947-100%$494.2M———
Blue Sparrow, LLC
N/A—1,323,100-1,323,100-100%$493.5M———
Sands Capital Management, LLC
N/A—1,309,230-1,309,230-100%$488.4M———
Employees Retirement System of Texas
N/A—1,290,234-1,290,234-100%$481.3M———
W1m Asset Management Ltd
N/A—1,288,098-1,288,098-100%$480.2M———
QRG Capital Management, Inc.
N/A—1,280,983-1,280,983-100%$477.8M———
MAI Capital Management
N/A—1,278,730-1,278,730-100%$477.0M———
Meritage Group LP
N/A—1,278,653-1,278,653-100%$477.0M———
Altimeter Capital Management, LP
N/A—1,268,082-1,268,082-100%$473.0M———
Mediolanum International Funds Ltd
N/A—1,251,706-1,251,706-100%$461.3M———
Lord, Abbett & Co. LLC
N/A—1,225,813-1,225,813-100%$457.3M———
ABN Amro Bank N.V.
N/A—1,208,194-1,208,194-100%$449.5M———
Zurich Insurance Group Ltd
N/A—1,203,409-1,203,409-100%$448.9M———
O'shaughnessy Asset Management, LLC
N/A—1,180,794-1,180,794-100%$440.5M———
Empower Advisory Group, LLC
N/A—1,174,622-1,174,622-100%$438.2M———
Haverford Trust Co
N/A—1,159,042-1,159,042-100%$432.3M———
IEQ Capital, LLC
N/A—1,145,651-1,145,651-100%$427.4M———
Varma Mutual Pension Insurance Co
N/A—1,141,076-1,141,076-100%$425.6M———
Utah Retirement Systems
N/A—1,128,021-1,128,021-100%$420.8M———
TCW Group Inc
N/A—1,123,627-1,123,627-100%$419.1M———
Police & Firemen's Retirement System of New Jersey
N/A—1,114,485-1,114,485-100%$415.7M———
Zacks Investment Management
N/A—1,114,346-1,114,346-100%$415.7M———
Farallon Capital Management, L.L.C.
N/A—1,112,863-1,112,863-100%$415.1M———
Intech Investment Management LLC
N/A—1,109,148-1,109,148-100%$413.7M———
Vanguard Personalized Indexing Management, LLC
N/A—1,106,284-1,106,284-100%$412.7M———
Saturna Capital Corp
N/A—1,106,228-1,106,228-100%$480.2M———
Omers Administration Corp
N/A—1,106,164-1,106,164-100%$412.6M———
Clark Capital Management Group, Inc.
N/A—1,101,547-1,101,547-100%$410.9M———
Teachers Retirement System of the State of Kentucky
N/A—1,093,058-1,093,058-100%$407.7M———
Banque Transatlantique SA
N/A—1,073,552-1,073,552-100%$470.9M———
British Columbia Investment Management Corp
N/A—1,057,598-1,057,598-100%$394.5M———
Newlands Management Operations LLC
N/A—1,050,322-1,050,322-100%$391.8M———
Hudson Bay Capital Management LP
N/A—1,041,517-1,041,517-100%$388.5M———
Groupe la Francaise
N/A—1,034,635-1,034,635-100%$384.0M———
Groupama Asset Managment
N/A—1,027,801-1,027,801-100%$378.8M———
Skandinaviska Enskilda Banken AB (publ)
N/A—1,024,518-1,024,518-100%$382.1M———
Mufg Securities Emea plc
N/A—1,017,617-1,017,617-100%$379.6M———
Milford Funds LTD
N/A—1,016,770-1,016,770-100%$379.3M———
Caxton Associates LLP
N/A—1,010,774-1,010,774-100%$377.0M———
Steward Partners Investment Advisory, LLC
N/A—999,760-999,760-100%$372.9M———
First Foundation Advisors
N/A—992,430-992,430-100%$370.2M———
Bartlett & Co. Wealth Management LLC
N/A—989,415-989,415-100%$369.1M———
Sanctuary Advisors, LLC
N/A—987,131-987,131-100%$368.2M———
Vulcan Value Partners, LLC
N/A—986,905-986,905-100%$368.1M———
Marex Group Ltd
N/A—976,668-976,668-100%$364.3M———
Crake Asset Management LLP
N/A—965,833-965,833-100%$360.3M———
Ilmarinen Mutual Pension Insurance Co
N/A—965,714-965,714-100%$360.2M———
Whittier Trust Co
N/A—949,837-949,837-100%$367.3M———
HM Payson & Co
N/A—948,625-948,625-100%$353.9M———
Migdal Insurance & Financial Holdings Ltd.
N/A—945,938-945,938-100%$352.8M———
EP Wealth Advisors, LLC
N/A—939,168-939,168-100%$350.3M———
Evelyn Partners Group Ltd
N/A—934,190-934,190-100%$348.5M———
Schonfeld Strategic Advisors LLC
N/A—915,145-915,145-100%$341.4M———
Epoch Investment Partners, Inc.
N/A—906,851-906,851-100%$338.3M———
Sequoia Financial Advisors, LLC
N/A—906,219-906,219-100%$338.0M———
Bridges Investment Management Inc
N/A—904,889-904,889-100%$337.5M———
Andra Ap-fonden
N/A—902,052-902,052-100%$336.5M———
Chilton Investment Co Inc.
N/A—897,889-897,889-100%$334.9M———
Manning & Napier Advisors LLC
N/A—882,491-882,491-100%$329.2M———
Beacon Pointe Advisors, LLC
N/A—874,315-874,315-100%$326.1M———
Johnson Investment Counsel Inc
N/A—871,535-871,535-100%$325.1M———
Torno Capital, LLC
N/A—870,000-870,000-100%$324.5M———
Guggenheim Capital LLC
N/A—863,773-863,773-100%$322.2M———
Polar Capital Holdings Plc
N/A—863,720-863,720-100%$322.2M———
Alkeon Capital Management LLC
N/A—851,176-851,176-100%$317.5M———
GQG Partners LLC
N/A—848,548-848,548-100%$316.5M———
DSM Capital Partners LLC
N/A—847,829-847,829-100%$316.3M———
Commerzbank Aktiengesellschaft
N/A—838,500-838,500-100%$312.8M———
Maverick Capital LTD
N/A—832,377-832,377-100%$310.5M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—830,654-830,654-100%$309.9M———
NewEdge Wealth, LLC
N/A—808,107-808,107-100%$301.4M———
Phoenix Financial Ltd.
N/A—794,580-794,580-100%$296.3M———
Elo Mutual Pension Insurance Co
N/A—793,846-793,846-100%$296.1M———
Wealthfront Advisers LLC
N/A—790,104-790,104-100%$294.7M———
Vident Advisory, LLC
N/A—784,604-784,604-100%$292.7M———
Evercore Wealth Management, LLC
N/A—783,550-783,550-100%$292.3M———
Douglass Winthrop Advisors, LLC
N/A—782,942-782,942-100%$292.1M———
United Capital Financial Advisors, LLC
N/A—779,208-779,208-100%$290.7M———
Bradley Foster & Sargent Inc
N/A—763,656-763,656-100%$284.9M———
Prudential PLC
N/A—754,177-754,177-100%$281.3M———
H&H International Investment, LLC
N/A—754,100-754,100-100%$281.3M———
Boston Partners
N/A—744,132-744,132-100%$277.7M———
Jensen Investment Management Inc
N/A—737,144-737,144-100%$275.0M———
Danica Pension, Livsforsikringsaktieselskab
N/A—731,505-731,505-100%$272.9M———
Pacer Advisors, Inc.
N/A—724,498-724,498-100%$270.3M———
First Financial Bankshares Inc
N/A—722,473-722,473-100%$269.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—722,087-722,087-100%$269.2M———
Pinnacle Financial Partners, Inc.
N/A—718,355-718,355-100%$268.0M———
Bristol John W & Co Inc
N/A—715,730-715,730-100%$267.0M———
Bridgewater Associates, LP
N/A—711,896-711,896-100%$265.6M———
Empowered Funds, LLC
N/A—705,569-705,569-100%$263.2M———
Southpoint Capital Advisors LP
N/A—700,000-700,000-100%$261.1M———
Consulta Ltd
N/A—700,000-700,000-100%$261.1M———
Waverly Advisors, LLC
N/A—689,804-689,804-100%$257.3M———
Clal Insurance Enterprises Holdings Ltd
N/A—665,910-665,910-100%$248.4M———
Shelton Capital Management
N/A—661,962-661,962-100%$246.9M———
Comgest Global Investors S.A.S.
N/A—660,903-660,903-100%$246.5M———
Trexquant Investment LP
N/A—650,859-650,859-100%$242.8M———
Cannell & Spears LLC
N/A—648,634-648,634-100%$242.0M———
Investment Management Corp of Ontario
N/A—646,901-646,901-100%$241.3M———
Longview Partners (Guernsey) LTD
N/A—645,228-645,228-100%$240.7M———
Capital Fund Management S.A.
N/A—645,043-645,043-100%$240.6M———
Edmond de Rothschild Holding S.A.
N/A—642,197-642,197-100%$239.6M———
Cresset Asset Management, LLC
N/A—640,808-640,808-100%$239.0M———
Cable Car Capital, LPA
N/A—639,000-639,000-100%$238.4M———
Fiduciary Trust Co
N/A—638,426-638,426-100%$238.1M———
Silvercrest Asset Management Group LLC
N/A—634,750-634,750-100%$236.8M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—634,050-634,050-100%$236.5M———
Scge Management, L.P.
N/A—633,300-633,300-100%$236.2M———
Advisors Capital Management, LLC
N/A—632,044-632,044-100%$235.8M———
Capital International Sarl
N/A—630,322-630,322-100%$235.1M———
Harvest Portfolios Group Inc.
N/A—629,985-629,985-100%$235.0M———
AKO Capital LLP
N/A—628,224-628,224-100%$234.3M———
Flputnam Investment Management Co
N/A—628,158-628,158-100%$234.3M———
Carmignac Gestion
N/A—621,773-621,773-100%$231.9M———
Standard Investments LLC
N/A—620,000-620,000-100%$231.3M———
London Co of Virginia
N/A—619,232-619,232-100%$231.0M———
Whittier Trust Co of Nevada Inc
N/A—618,487-618,487-100%$240.5M———
Railway Pension Investments Ltd
N/A—617,170-617,170-100%$230.2M———
Private Advisor Group, LLC
N/A—607,118-607,118-100%$226.5M———
Walleye Trading LLC
N/A—606,897-606,897-100%$226.4M———
Balyasny Asset Management L.P.
N/A—599,967-599,967-100%$223.8M———
Walleye Capital LLC
N/A—584,698-584,698-100%$218.1M———
Mizuho Securities USA LLC
N/A—581,562-581,562-100%$216.9M———
Voleon Capital Management LP
N/A—574,093-574,093-100%$214.1M———
Skye Global Management LP
N/A—572,000-572,000-100%$213.4M———
SRB Corp
N/A—568,388-568,388-100%$212.0M———
Allstate Corp
N/A—559,959-559,959-100%$208.9M———
EFG International AG
N/A—555,410-555,410-100%$207.3M———
Ursa Fund Management, LLC
N/A—550,000-550,000-100%$205.2M———
Aptus Capital Advisors, LLC
N/A—546,081-546,081-100%$203.7M———
Beck Mack & Oliver LLC
N/A—545,934-545,934-100%$203.6M———
Norinchukin Bank, The
N/A—538,688-538,688-100%$200.9M———
Nomura Holdings Inc
N/A—538,204-538,204-100%$200.8M———
Mizuho Markets Cayman LP
N/A—534,822-534,822-100%$199.5M———
Caption Management, LLC
N/A—515,000-515,000-100%$192.1M———
Voloridge Investment Management, LLC
N/A—511,094-511,094-100%$190.6M———
Jain Global LLC
N/A—509,358-509,358-100%$190.0M———
Peapack Gladstone Financial Corp
N/A—508,949-508,949-100%$189.8M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—506,688-506,688-100%$189.0M———
Fundsmith Investment Services Ltd.
N/A—505,361-505,361-100%$188.5M———
Atalanta Sosnoff Capital, LLC
N/A—500,784-500,784-100%$186.8M———
Capital Advisors Inc
N/A—495,061-495,061-100%$184.7M———
Saudi Central Bank
N/A—493,806-493,806-100%$184.2M———
Capital Counsel LLC
N/A—493,099-493,099-100%$183.9M———
Davis R M Inc
N/A—486,156-486,156-100%$181.3M———
Gabelli Funds LLC
N/A—485,297-485,297-100%$181.0M———
Wellspring Financial Advisors, LLC
N/A—484,667-484,667-100%$13.3M———
Navera Investment Management Ltd.
N/A—477,149-477,149-100%$177.9M———
Atlantic Union Bankshares Corp
N/A—476,432-476,432-100%$177.7M———
Arax Advisory Partners
N/A—475,444-475,444-100%$177.4M———
Benjamin Edwards Inc
N/A—474,527-474,527-100%$177.1M———
Freestone Capital Holdings, LLC
N/A—474,051-474,051-100%$176.8M———
BNP Paribas
N/A—473,863-473,863-100%$176.6M———
Oversea-Chinese Banking Corp Ltd
N/A—470,736-470,736-100%$175.6M———
Optiver Holding B.V.
N/A—469,873-469,873-100%$175.3M———
Kentucky Retirement Systems
N/A—468,211-468,211-100%$174.7M———
RWA Wealth Partners, LLC
N/A—467,438-467,438-100%$174.4M———
Horizon Investments, LLC
N/A—465,957-465,957-100%$173.8M———
Curi Capital, LLC
N/A—463,081-463,081-100%$172.7M———
South Dakota Investment Council
N/A—458,784-458,784-100%$171.1M———
Hancock Whitney Corp
N/A—455,832-455,832-100%$170.0M———
Magellan Asset Management Ltd
N/A—455,679-455,679-100%$170.0M———
Ruffer LLP
N/A—454,873-454,873-100%$169.5M———
Tocqueville Asset Management L.P.
N/A—454,510-454,510-100%$169.5M———
Composition Wealth, LLC
N/A—451,467-451,467-100%$168.4M———
Crawford Investment Counsel Inc
N/A—448,157-448,157-100%$167.2M———
Shanda Asset Management Holdings Ltd
N/A—433,500-433,500-100%$161.7M———
Sculptor Capital LP
N/A—425,000-425,000-100%$158.5M———
Pggm Investments
N/A—421,020-421,020-100%$157.0M———
Nearwater Capital Markets, Ltd
N/A—420,000-420,000-100%$156.7M———
Brevan Howard Capital Management LP
N/A—418,592-418,592-100%$156.1M———
Delta Asset Management LLC
N/A—415,495-415,495-100%$155.0M———
Silvant Capital Management LLC
N/A—415,363-415,363-100%$154.9M———
Kensico Capital Management Corp
N/A—403,400-403,400-100%$150.5M———
NorthCoast Asset Management LLC
N/A—403,049-403,049-100%$150.3M———
Orion Porfolio Solutions, LLC
N/A—402,976-402,976-100%$150.3M———
Trillium Asset Management, LLC
N/A—399,983-399,983-100%$149.2M———
CapitalatWork S.A.
N/A—396,990-396,990-100%$148.1M———
BLI - Banque de Luxembourg Investments
N/A—396,983-396,983-100%$146.6M———
Equitable Holdings, Inc.
N/A—392,554-392,554-100%$146.4M———
Integrated Wealth Concepts LLC
N/A—392,342-392,342-100%$146.4M———
Harvard Management Co Inc
N/A—392,265-392,265-100%$146.3M———
Allianz SE
N/A—391,275-391,275-100%$146.0M———
Daiichi Life Insurance Co., Ltd.
N/A—390,723-390,723-100%$145.7M———
Stephens Inc
N/A—390,296-390,296-100%$145.8M———
Canada Post Corp Registered Pension Plan
N/A—389,783-389,783-100%$145.4M———
Findlay Park Partners LLP
N/A—386,430-386,430-100%$144.1M———
Northwest & Ethical Investments L.P.
N/A—383,734-383,734-100%$143.1M———
Bowie Capital Management, LLC
N/A—379,509-379,509-100%$141.6M———
Becker Capital Management Inc
N/A—379,392-379,392-100%$141.5M———
Stratos Wealth Partners, Ltd.
N/A—375,875-375,875-100%$140.2M———
Fortis Capital Management LLC
N/A—372,894-372,894-100%$139.1M———
RK Capital Management, LLC
N/A—370,000-370,000-100%$138.0M———
Harding Loevner LP
N/A—368,533-368,533-100%$137.5M———
Blackstone Inc.
N/A—368,084-368,084-100%$137.3M———
RiverFront Investment Group, LLC
N/A—365,342-365,342-100%$136.3M———
LGT Fund Management Co Ltd.
N/A—363,203-363,203-100%$135.5M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—362,984-362,984-100%$135.4M———
Spear Holdings RSC Ltd
N/A—356,180-356,180-100%$132.9M———
PBCay One RSC Ltd
N/A—356,176-356,176-100%$132.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—356,157-356,157-100%$132.9M———
Homestead Advisers Corp
N/A—355,792-355,792-100%$132.7M———
Dixon Mitchell Investment Counsel Inc.
N/A—355,109-355,109-100%$132.6M———
Dorsal Capital Management, LP
N/A—355,000-355,000-100%$132.4M———
Tiaa Wealth Investment Management LLC
N/A—353,950-353,950-100%$132.0M———
Triple Frond Partners LLC
N/A—352,504-352,504-100%$131.5M———
Metis Global Partners, LLC
N/A—351,709-351,709-100%$131.2M———
Polar Asset Management Partners Inc.
N/A—350,038-350,038-100%$130.6M———
E Fund Management Co., Ltd.
N/A—348,914-348,914-100%$130.2M———
Nan Shan Life Insurance Co., Ltd.
N/A—346,888-346,888-100%$129.4M———
Envestnet Portfolio Solutions, Inc.
N/A—346,475-346,475-100%$129.2M———
Select Equity Group, L.P.
N/A—345,152-345,152-100%$128.7M———
Callan Family Office, LLC
N/A—344,079-344,079-100%$128.3M———
Wealthspire Advisors, LLC
N/A—342,187-342,187-100%$127.6M———
Peak6 LLC
N/A—340,866-340,866-100%$127.1M———
Stock Yards Bank & Trust Co
N/A—338,045-338,045-100%$126.1M———
Gotham Asset Management, LLC
N/A—332,643-332,643-100%$124.1M———
LGT Capital Partners Ltd.
N/A—332,257-332,257-100%$123.9M———
Summit Trail Advisors, LLC
N/A—329,333-329,333-100%$122.8M———
NS Partners Ltd
N/A—328,766-328,766-100%$122.6M———
Marsico Capital Management LLC
N/A—324,468-324,468-100%$121.0M———
Advisory Services Network, LLC
N/A—323,476-323,476-100%$120.7M———
Freestone Grove Partners LP
N/A—320,109-320,109-100%$119.4M———
Choate Investment Advisors
N/A—319,518-319,518-100%$119.2M———
Vestmark Advisory Solutions, Inc.
N/A—318,424-318,424-100%$118.8M———
Performance Wealth Partners, LLC
N/A—316,280-316,280-100%$118.0M———
Scharf Investments, LLC
N/A—313,848-313,848-100%$117.1M———
Chescapmanager LLC
N/A—310,892-310,892-100%$116.0M———
Independent Advisor Alliance
N/A—310,605-310,605-100%$115.9M———
Palidye Holdings (Caymans) Ltd
N/A—308,485-308,485-100%$115.1M———
Aristotle Atlantic Partners, LLC
N/A—305,595-305,595-100%$114.0M———
Ossiam
N/A—303,530-303,530-100%$113.2M———
Westwood Holdings Group Inc
N/A—303,251-303,251-100%$113.1M———
Modern Wealth Management, LLC
N/A—302,807-302,807-100%$113.0M———
Harvest Fund Management Co., Ltd
N/A—295,250-295,250-100%$110.1M———
Cullen Capital Management, LLC
N/A—292,959-292,959-100%$109.3M———
Castleark Management LLC
N/A—292,770-292,770-100%$109.2M———
Bleakley Financial Group, LLC
N/A—289,430-289,430-100%$108.0M———
SCS Capital Management LLC
N/A—288,945-288,945-100%$107.8M———
Bollard Group LLC
N/A—288,861-288,861-100%$107.8M———
Joho Capital LLC
N/A—287,000-287,000-100%$107.1M———
Donaldson Capital Management, LLC
N/A—286,452-286,452-100%$106.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—284,912-284,912-100%$106.3M———
Rokos Capital Management LLP
N/A—279,213-279,213-100%$104.1M———
Banque Cantonale Vaudoise
N/A—278,102-278,102-100%$103.7M———
Caprock Group, LLC
N/A—277,477-277,477-100%$103.5M———
Advisors Asset Management, Inc.
N/A—277,185-277,185-100%$103.4M———
Trajan Wealth LLC
N/A—277,148-277,148-100%$103.4M———
Argent Trust Co
N/A—276,063-276,063-100%$103.0M———
SIT Investment Associates Inc
N/A—275,845-275,845-100%$102.9M———
Meeder Asset Management Inc
N/A—273,833-273,833-100%$102.1M———
GTS Securities LLC
N/A—271,597-271,597-100%$101.3M———
Capital International LTD
N/A—270,352-270,352-100%$100.8M———
Foundations Investment Advisors, LLC
N/A—269,741-269,741-100%$100.6M———
GW&K Investment Management, LLC
N/A—269,177-269,177-100%$100.4M———
Segall Bryant & Hamill, LLC
N/A—268,006-268,006-100%$100.0M———
Wesleyan Assurance Society
N/A—266,858-266,858-100%$99.5M———
Mirova
N/A—263,154-263,154-100%$98.2M———
Kingsview Wealth Management, LLC
N/A—262,425-262,425-100%$97.9M———
World Investment Advisors
N/A—262,135-262,135-100%$97.1M———
DF Dent & Co Inc
N/A—260,499-260,499-100%$97.2M———
Altshuler Shaham Ltd
N/A—258,503-258,503-100%$96.4M———
SouthState Bank Corp
N/A—255,563-255,563-100%$95.3M———
Empirical Finance, LLC
N/A—254,426-254,426-100%$94.9M———
Systematic Alpha Investments, LLC
N/A—251,402-251,402-100%$93.8M———
Dakota Wealth Management
N/A—250,746-250,746-100%$93.5M———
Agave Capital Management Ltd
N/A—247,379-247,379-100%$92.3M———
Mutual Advisors, LLC
N/A—247,016-247,016-100%$92.1M———
Ancora Advisors LLCA
N/A—245,587-245,587-100%$91.6M———
Arkadios Wealth Advisors
N/A—242,396-242,396-100%$90.4M———
Global Retirement Partners, LLC
N/A—242,026-242,026-100%$90.3M———
Avenir Corp
N/A—239,602-239,602-100%$89.4M———
L1 Capital International Pty Ltd
N/A—239,273-239,273-100%$89.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—238,168-238,168-100%$88.8M———
Nwam LLC
N/A—236,996-236,996-100%$88.4M———
OneDigital Investment Advisors LLC
N/A—236,371-236,371-100%$88.2M———
Klingenstein Fields & Co LP
N/A—235,017-235,017-100%$87.7M———
Snowden Capital Advisors LLC
N/A—234,075-234,075-100%$87.3M———
Principal Securities, Inc.
N/A—233,753-233,753-100%$87.2M———
Summit Financial, LLC
N/A—232,689-232,689-100%$86.8M———
ExodusPoint Capital Management, LP
N/A—231,231-231,231-100%$86.3M———
Mufg Securities Americas Inc.
N/A—223,734-223,734-100%$83.5M———
First National Bank of Omaha
N/A—223,463-223,463-100%$83.0M———
Maven Securities LTD
N/A—223,236-223,236-100%$83.4M———
Siemens Fonds Invest GmbH
N/A—223,071-223,071-100%$83.2M———
Azimuth Capital Investment Management LLC
N/A—222,948-222,948-100%$83.2M———
Summitry LLC
N/A—221,816-221,816-100%$82.7M———
Intesa Sanpaolo S.p.A.
N/A—218,264-218,264-100%$81.4M———
Madison Asset Management, LLC
N/A—217,910-217,910-100%$81.3M———
Aviso Financial Inc.
N/A—215,313-215,313-100%$80.3M———
Sienna Gestion
N/A—215,275-215,275-100%$80.2M———
NFJ Investment Group, LLC
N/A—213,856-213,856-100%$79.8M———
Cary Street Partners Financial LLC
N/A—213,728-213,728-100%$79.7M———
Ameritas Investment Partners, Inc.
N/A—209,499-209,499-100%$78.1M———
Avalon Trust Co
N/A—208,627-208,627-100%$77.8M———
DJE Kapital AG
N/A—208,490-208,490-100%$80.8M———
Centiva Capital, LP
N/A—207,881-207,881-100%$77.5M———
Ballentine Partners, LLC
N/A—207,724-207,724-100%$77.5M———
Hamilton Capital Partners Inc.
N/A—207,578-207,578-100%$77.4M———
Vestcor Inc
N/A—207,410-207,410-100%$77.4M———
Osmosis Investment Management UK Ltd
N/A—206,358-206,358-100%$77.0M———
Destination Wealth Management
N/A—203,992-203,992-100%$76.1M———
Mmbg Investment Advisors Co.
N/A—202,940-202,940-100%$75.7M———
Dearborn Partners LLC
N/A—202,781-202,781-100%$75.6M———
CAT Rock Capital Management LP
N/A—200,603-200,603-100%$74.8M———
Insigneo Advisory Services, LLC
N/A—200,596-200,596-100%$74.8M———
Bluefin Capital Management, LLC
N/A—200,537-200,537-100%$74.8M———
Alberta Investment Management Corp
N/A—200,000-200,000-100%$74.6M———
Moneta Group Investment Advisors LLC
N/A—199,334-199,334-100%$74.4M———
Ingalls & Snyder LLC
N/A—198,602-198,602-100%$74.1M———
S&CO Inc
N/A—198,340-198,340-100%$74.0M———
Bowen Hanes & Co Inc
N/A—196,513-196,513-100%$72.7M———
Westpac Banking Corp
N/A—196,287-196,287-100%$73.2M———
Picton Mahoney Asset Management
N/A—195,877-195,877-100%$73.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—194,300-194,300-100%$72.5M———
Guardian Capital LP
N/A—192,668-192,668-100%$71.9M———
Berkshire Asset Management LLC
N/A—191,328-191,328-100%$71.4M———
Soros Fund Management LLC
N/A—189,971-189,971-100%$70.9M———
Thomasville National Bank
N/A—188,684-188,684-100%$70.4M———
Stonebridge Capital Advisors LLC
N/A—184,821-184,821-100%$68.9M———
Susquehanna Fundamental Investments, LLC
N/A—183,132-183,132-100%$68.3M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—182,281-182,281-100%$9.0M———
Hantz Financial Services, Inc.
N/A—180,309-180,309-100%$67.3M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—179,963-179,963-100%$67.1M———
Aureus Asset Management, LLC
N/A—179,278-179,278-100%$66.9M———
Dorsey & Whitney Trust Co LLC
N/A—178,820-178,820-100%$66.7M———
Penserra Capital Management LLC
N/A—177,272-177,272-100%$66.1M———
Cumberland Partners Ltd
N/A—176,987-176,987-100%$66.0M———
Wahed Invest LLC
N/A—176,812-176,812-100%$66.0M———
Cornerstone Investment Partners, LLC
N/A—175,752-175,752-100%$65.6M———
Sumitomo Life Insurance Co
N/A—175,494-175,494-100%$65.5M———
Night Owl Capital Management, LLC
N/A—175,443-175,443-100%$65.4M———
Heritage Wealth Advisors
N/A—174,468-174,468-100%$65.1M———
Bragg Financial Advisors, Inc
N/A—173,801-173,801-100%$64.8M———
BTC Capital Management, Inc.
N/A—172,761-172,761-100%$64.5M———
Dnca Finance
N/A—171,443-171,443-100%$64.0M———
Dundas Partners LLP
N/A—170,547-170,547-100%$63.6M———
Long Focus Capital Management, LLC
N/A—170,000-170,000-100%$63.4M———
JBF Capital, Inc.
N/A—169,730-169,730-100%$63.3M———
Meeder Advisory Services, Inc.
N/A—169,135-169,135-100%$63.1M———
Baader Bank Aktiengesellschaft
N/A—168,950-168,950-100%$63.0M———
First American Trust, FSB
N/A—168,914-168,914-100%$63.0M———
Bristol Gate Capital Partners Inc.
N/A—168,886-168,886-100%$63.0M———
Wilkinson Global Asset Management LLC
N/A—168,153-168,153-100%$62.7M———
Defiance ETFs, LLC
N/A—167,502-167,502-100%$64.4M———
Rdst Capital LLC
N/A—167,344-167,344-100%$62.4M———
Great Valley Advisor Group, Inc.
N/A—167,115-167,115-100%$62.3M———
HMI Capital Management, L.P.
N/A—165,300-165,300-100%$61.7M———
YCG, LLC
N/A—163,944-163,944-100%$61.2M———
Bluespring Wealth Management, LLC
N/A—161,270-161,270-100%$60.2M———
First Long Island Investors, LLC
N/A—160,492-160,492-100%$59.9M———
Pallas Capital Advisors LLC
N/A—160,335-160,335-100%$59.8M———
North Star Asset Management Inc
N/A—159,018-159,018-100%$59.3M———
Hancock Prospecting Pty Ltd
N/A—159,000-159,000-100%$59.3M———
Logan Capital Management Inc
N/A—158,796-158,796-100%$59.2M———
NorthRock Partners, LLC
N/A—158,398-158,398-100%$59.1M———
Oakmont Corp
N/A—157,940-157,940-100%$58.9M———
Maplelane Capital, LLC
N/A—157,900-157,900-100%$58.9M———
Capital Group Private Client Services, Inc.
N/A—157,466-157,466-100%$58.7M———
Fairview Capital Investment Management, LLC
N/A—156,688-156,688-100%$58.4M———
Hotchkis & Wiley Capital Management LLC
N/A—156,526-156,526-100%$58.4M———
Te Ahumairangi Investment Management Ltd
N/A—156,520-156,520-100%$58.4M———
CreativeOne Wealth, LLC
N/A—156,195-156,195-100%$58.3M———
Focus Partners Advisor Solutions, LLC
N/A—155,071-155,071-100%$57.8M———
GCQ Funds Management PTY Ltd
N/A—154,905-154,905-100%$57.8M———
Ironvine Capital Partners, LLC
N/A—154,673-154,673-100%$57.7M———
Estabrook Capital Management
N/A—154,288-154,288-100%$57.6M———
Lowe Brockenbrough & Co Inc
N/A—153,883-153,883-100%$57.4M———
Silicon Valley Capital Partners
N/A—153,778-153,778-100%$57.4M———
Weitz Investment Management, Inc.
N/A—153,200-153,200-100%$57.1M———
Clarity Financial LLC
N/A—152,532-152,532-100%$56.9M———
Meiji Yasuda Asset Management Co Ltd.
N/A—152,204-152,204-100%$56.8M———
Savvy Advisors, Inc.
N/A—151,539-151,539-100%$56.5M———
Colonial Trust Advisors
N/A—150,220-150,220-100%$56.0M———
Fort Sheridan Advisors LLC
N/A—150,091-150,091-100%$56.0M———
Elequin Capital, LP
N/A—150,000-150,000-100%$56.0M———
Berkley W R Corp
N/A—149,400-149,400-100%$55.7M———
C Partners Holding GmbH
N/A—149,202-149,202-100%$55.7M———
Tower Research Capital LLC (TRC)
N/A—148,293-148,293-100%$55.3M———
Mizuho Markets Americas LLC
N/A—148,023-148,023-100%$55.2M———
Iron Gate Global Advisors LLC
N/A—147,040-147,040-100%$54.8M———
Roundview Capital LLC
N/A—147,038-147,038-100%$54.8M———
Morningstar Investment Management LLC
N/A—144,303-144,303-100%$53.4M———
Caisse DES Depots ET Consignations
N/A—144,170-144,170-100%$53.8M———
Boston Family Office LLC
N/A—143,994-143,994-100%$53.7M———
One Capital Management, LLC
N/A—143,551-143,551-100%$53.1M———
Quinn Opportunity Partners LLC
N/A—143,250-143,250-100%$53.4M———
Act Two Investors LLC
N/A—143,167-143,167-100%$53.4M———
Hemenway Trust Co LLC
N/A—142,454-142,454-100%$53.1M———
Baltimore-Washington Financial Advisors, Inc.
N/A—141,059-141,059-100%$52.6M———
Osborne Partners Capital Management, LLC
N/A—141,053-141,053-100%$52.6M———
Osterweis Capital Management Inc
N/A—140,900-140,900-100%$52.6M———
Tower Bridge Advisors
N/A—140,509-140,509-100%$52.4M———
MAR Vista Investment Partners LLC
N/A—140,064-140,064-100%$52.2M———
WCG Wealth Advisors LLC
N/A—139,746-139,746-100%$52.1M———
PFG Investments, LLC
N/A—139,114-139,114-100%$51.9M———
Stony Point Capital LLC
N/A—138,256-138,256-100%$51.6M———
GFI Investment Counsel Ltd.
N/A—137,975-137,975-100%$51.5M———
IHT Wealth Management, LLC
N/A—137,154-137,154-100%$51.2M———
OAK Associates LTD
N/A—136,992-136,992-100%$51.1M———
Kinetic Partners Management, LP
N/A—136,421-136,421-100%$50.9M———
F/m Investments LLC
N/A—136,050-136,050-100%$50.8M———
FourThought Financial Partners, LLC
N/A—135,248-135,248-100%$50.5M———
Wedbush Fund Advisers, LLC
N/A—134,154-134,154-100%$50.0M———
Robinhood Asset Management, LLC
N/A—132,199-132,199-100%$49.3M———
Corvex Management LPA
N/A—131,661-131,661-100%$49.1M———
Keystone Investors PTE LTD
N/A—131,550-131,550-100%$49.1M———
Jump Financial, LLC
N/A—131,332-131,332-100%$49.0M———
Harbour Investments, Inc.
N/A—131,312-131,312-100%$49.0M———
Capital Analysts, LLC
N/A—130,483-130,483-100%$48.7M———
Blacksheep Fund Management Ltd
N/A—130,140-130,140-100%$48.5M———
Bellevue Asset Management, LLC
N/A—130,090-130,090-100%$48.5M———
Adapt Investment Managers SA
N/A—129,673-129,673-100%$48.4M———
Catalyst Funds Management Pty Ltd
N/A—128,080-128,080-100%$47.8M———
General Pension Society PZU Joint Stock Co
N/A—127,100-127,100-100%$47.4M———
GMT Capital Corp
N/A—126,900-126,900-100%$47.3M———
Callahan Advisors, LLC
N/A—126,474-126,474-100%$47.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—125,950-125,950-100%$47.0M———
Venturi Wealth Management, LLC
N/A—125,570-125,570-100%$46.8M———
Martingale Asset Management L P
N/A—125,476-125,476-100%$46.8M———
Strategic Wealth Partners, Ltd.
N/A—122,138-122,138-100%$45.6M———
Purpose Unlimited Inc.
N/A—122,128-122,128-100%$45.6M———
CSM Advisors, LLC
N/A—121,715-121,715-100%$45.4M———
Novare Capital Management LLC
N/A—120,376-120,376-100%$44.9M———
Syon Capital LLC
N/A—120,037-120,037-100%$44.8M———
Spinnaker Trust
N/A—119,765-119,765-100%$44.7M———
Bank of Hawaii
N/A—119,684-119,684-100%$44.6M———
Cornerstone Capital, Inc.
N/A—119,527-119,527-100%$44.6M———
Unio Capital LLC
N/A—118,778-118,778-100%$44.3M———
Leith Wheeler Investment Counsel Ltd.
N/A—118,732-118,732-100%$44.3M———
Grace & Mercy Foundation, Inc.
N/A—118,530-118,530-100%$44.2M———
Fidelis Capital Partners, LLC
N/A—118,457-118,457-100%$44.2M———
Greenbrier Partners Capital Management, LLC
N/A—118,442-118,442-100%$44.2M———
Western Wealth Management, LLC
N/A—117,370-117,370-100%$43.8M———
PointState Capital LP
N/A—117,333-117,333-100%$43.8M———
Ardmore Road Asset Management LP
N/A—117,300-117,300-100%$43.8M———
McMillan Office, Inc.
N/A—116,911-116,911-100%$43.6M———
Fukoku Mutual Life Insurance Co
N/A—116,648-116,648-100%$43.5M———
German American Bancorp, Inc.
N/A—116,031-116,031-100%$43.3M———
BW Gestao de Investimentos Ltda.
N/A—115,951-115,951-100%$43.3M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—115,748-115,748-100%$43.2M———
Smartleaf Asset Management LLC
N/A—114,791-114,791-100%$42.3M———
King Wealth Management Group
N/A—114,619-114,619-100%$42.8M———
Emerald Investment Advisers, LLC
N/A—114,206-114,206-100%$42.6M———
Sandhill Capital Partners LLC
N/A—114,044-114,044-100%$42.5M———
Kiley Juergens Wealth Management, LLC
N/A—113,323-113,323-100%$42.3M———
TriCert Investment Counsel Inc.
N/A—112,490-112,490-100%$42.0M———
Amica Mutual Insurance Co
N/A—112,239-112,239-100%$41.9M———
Nicolet Bankshares Inc
N/A—112,186-112,186-100%$42.6M———
Marathon Trading Investment Management LLC
N/A—111,987-111,987-100%$41.8M———
BFC Planning, Inc.
N/A—111,878-111,878-100%$41.7M———
Shufro Rose & Co LLC
N/A—110,520-110,520-100%$41.2M———
Paralel Advisors LLC
N/A—110,000-110,000-100%$41.0M———
Thoroughbred Financial Services, LLC
N/A—109,556-109,556-100%$40.9M———
Stillwater Capital Advisors, LLC
N/A—109,483-109,483-100%$40.8M———
Heritage Trust Co
N/A—109,321-109,321-100%$40.8M———
Twin Capital Management Inc
N/A—108,982-108,982-100%$40.7M———
Schnieders Capital Management, Llc.
N/A—108,672-108,672-100%$40.5M———
Circle Wealth Management, LLC
N/A—108,470-108,470-100%$40.5M———
Pine Valley Investments Ltd Liability Co
N/A—108,104-108,104-100%$40.3M———
Clare Market Investments LLC
N/A—107,192-107,192-100%$40.0M———
Sora Investors LLC
N/A—107,134-107,134-100%$40.0M———
Simmons Bank
N/A—107,007-107,007-100%$39.9M———
Petrus Trust Company, LTA
N/A—106,512-106,512-100%$39.7M———
Blue Chip Partners, LLC
N/A—106,502-106,502-100%$39.7M———
Essex Financial Services, Inc.
N/A—106,428-106,428-100%$39.7M———
Gamco Investors, Inc. ET AL
N/A—106,101-106,101-100%$39.6M———
Anchor Investment Management, LLC
N/A—105,520-105,520-100%$39.4M———
Rollins Financial Advisors, LLC
N/A—104,939-104,939-100%$39.1M———
New Age Alpha Advisors, LLC
N/A—104,486-104,486-100%$39.0M———
Alerus Financial NA
N/A—104,258-104,258-100%$38.9M———
Ceredex Value Advisors LLC
N/A—103,974-103,974-100%$38.8M———
Liontrust Investment Partners LLP
N/A—103,664-103,664-100%$38.7M———
Belpointe Asset Management LLC
N/A—103,563-103,563-100%$38.6M———
Teewinot Capital Advisers, L.L.C.
N/A—103,285-103,285-100%$38.5M———
DV Trading LLC
N/A—102,920-102,920-100%$38.3M———
Orion Investment Co
N/A—102,763-102,763-100%$38.3M———
Gladstone Institutional Advisory LLC
N/A—102,748-102,748-100%$38.3M———
Rothschild Investment LLC
N/A—102,397-102,397-100%$38.2M———
Howard Hughes Medical Institute
N/A—102,314-102,314-100%$38.2M———
SOA Wealth Advisors, Llc.
N/A—102,203-102,203-100%$12.5M———
Arvest Bank Trust Division
N/A—101,660-101,660-100%$37.9M———
Lakewood Capital Management, LP
N/A—101,534-101,534-100%$37.9M———
Hardman Johnston Global Advisors LLC
N/A—101,524-101,524-100%$37.9M———
Stratos Investment Management, LLC
N/A—101,426-101,426-100%$37.8M———
Ulysses Management LLC
N/A—101,367-101,367-100%$37.8M———
Westerkirk Capital Inc.
N/A—101,213-101,213-100%$37.8M———
MidFirst Bank
N/A—101,049-101,049-100%$37.7M———
LMR Partners LLP
N/A—100,797-100,797-100%$37.6M———
Estuary Capital Management LP
N/A—100,472-100,472-100%$37.5M———
Proem Advisors LLC
N/A—100,000-100,000-100%$37.3M———
Pennant Investors, LP
N/A—100,000-100,000-100%$37.3M———
Rheos Capital Works Inc.
N/A—100,000-100,000-100%$37.3M———
Geneos Wealth Management Inc.
N/A—99,678-99,678-100%$37.2M———
Van Hulzen Asset Management, LLC
N/A—99,491-99,491-100%$37.1M———
Ameritas Advisory Services, LLC
N/A—99,483-99,483-100%$37.1M———
Spartan Wealth Advisory Services LLC
N/A—98,477-98,477-100%$36.7M———
Palisade Capital Management, LP
N/A—97,505-97,505-100%$36.4M———
Knollwood Investment Advisory, LLC
N/A—97,421-97,421-100%$36.3M———
Bridgeway Capital Management, LLC
N/A—97,208-97,208-100%$36.3M———
Johnson Financial Group, Inc.
N/A—96,634-96,634-100%$36.0M———
SlateStone Wealth, LLC
N/A—96,615-96,615-100%$36.0M———
Dock Street Asset Management Inc
N/A—96,050-96,050-100%$35.8M———
Zuckerman Investment Group, LLC
N/A—95,711-95,711-100%$35.7M———
Financial Engines Advisors L.L.C.
N/A—95,680-95,680-100%$35.7M———
Titan Investment Solutions Ltd
N/A—95,314-95,314-100%$35.6M———
Ally Financial Inc.
N/A—95,000-95,000-100%$35.4M———
Onex Canada Asset Management Inc.
N/A—94,569-94,569-100%$35.3M———
Howe & Rusling Inc
N/A—94,506-94,506-100%$35.3M———
Sound View Wealth Advisors Group, LLC
N/A—93,606-93,606-100%$34.9M———
Kayne Anderson Rudnick Investment Management LLC
N/A—93,100-93,100-100%$34.7M———
Davis Selected Advisers
N/A—92,973-92,973-100%$34.7M———
Spirepoint Private Client, LLC
N/A—92,515-92,515-100%$34.5M———
Perry Creek Capital LP
N/A—92,500-92,500-100%$34.5M———
Transcend Capital Advisors, LLC
N/A—92,330-92,330-100%$34.4M———
Smithfield Trust Co
N/A—91,285-91,285-100%$34.0M———
Verition Fund Management LLC
N/A—90,717-90,717-100%$33.8M———
Rwwm, Inc.
N/A—90,349-90,349-100%$33.7M———
AlTi Global, Inc.
N/A—90,145-90,145-100%$33.6M———
Wedgewood Partners Inc
N/A—89,518-89,518-100%$33.4M———
Cypress Funds LLC
N/A—89,465-89,465-100%$33.4M———
Bogart Wealth, LLC
N/A—89,434-89,434-100%$33.4M———
Algert Global LLC
N/A—89,428-89,428-100%$33.4M———
Connors Investor Services Inc
N/A—88,345-88,345-100%$33.0M———
Fiduciary Group, LLC
N/A—88,342-88,342-100%$33.0M———
River Wealth Advisors LLC
N/A—88,060-88,060-100%$32.8M———
Resources Management Corp
N/A—87,649-87,649-100%$32.7M———
Crewe Advisors LLC
N/A—87,611-87,611-100%$32.7M———
Marco Investment Management LLC
N/A—87,587-87,587-100%$32.7M———
Leavell Investment Management, Inc.
N/A—87,273-87,273-100%$32.6M———
Spinecap SAS
N/A—86,879-86,879-100%$32.4M———
Jasper Ridge Partners, L.P.
N/A—86,470-86,470-100%$32.3M———
Pure Financial Advisors, LLC
N/A—86,442-86,442-100%$32.2M———
Foster & Motley Inc
N/A—85,839-85,839-100%$32.0M———
Hillsdale Investment Management Inc.
N/A—85,782-85,782-100%$32.0M———
Longbow Finance SA
N/A—85,425-85,425-100%$31.9M———
Steigerwald, Gordon & Koch Inc.
N/A—85,142-85,142-100%$31.8M———
Covington Investment Advisors Inc.
N/A—85,141-85,141-100%$31.8M———
Cambient Family Office, LLC
N/A—85,106-85,106-100%$31.7M———
Bank of Nova Scotia Trust Co
N/A—84,981-84,981-100%$31.7M———
Renaissance Group LLC
N/A—84,286-84,286-100%$31.4M———
Managed Asset Portfolios, LLC
N/A—84,034-84,034-100%$31.3M———
Jaffetilchin Investment Partners, LLC
N/A—84,026-84,026-100%$31.3M———
Motco
N/A—83,975-83,975-100%$31.3M———
Auxier Asset Management LLC
N/A—83,928-83,928-100%$31.3M———
Atmos Capital Gestao de Recursos Ltda.
N/A—83,749-83,749-100%$31.2M———
Dash Acquisitions Inc.
N/A—83,642-83,642-100%$41.2M———
Cantor Fitzgerald, L. P.
N/A—83,038-83,038-100%$31.0M———
Rings Capital Management LLC
N/A—83,000-83,000-100%$31.0M———
Bouchey Financial Group, Ltd.
N/A—82,867-82,867-100%$30.9M———
Capco Asset Management, LLC
N/A—82,756-82,756-100%$30.9M———
Sone Capital Management, LLC
N/A—81,854-81,854-100%$30.5M———
Ironwood Investment Counsel, LLC
N/A—81,764-81,764-100%$30.5M———
ST Germain D J Co Inc
N/A—81,682-81,682-100%$30.5M———
Ostrum Asset Management
N/A—81,393-81,393-100%$30.4M———
Icon Wealth Advisors, LLC
N/A—81,234-81,234-100%$30.3M———
Itau Unibanco Holding S.A.
N/A—80,870-80,870-100%$30.2M———
Arini Capital Management Ltd
N/A—80,600-80,600-100%$30.1M———
Armistice Capital, LLC
N/A—80,581-80,581-100%$30.1M———
Hilton Capital Management, LLC
N/A—79,838-79,838-100%$29.8M———
Sand Hill Global Advisors, LLC
N/A—79,441-79,441-100%$29.6M———
Kovack Advisors, Inc.
N/A—78,918-78,918-100%$29.9M———
Frec Markets, Inc.
N/A—78,902-78,902-100%$29.4M———
Heron Bay Capital Management
N/A—78,607-78,607-100%$29.3M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—77,972-77,972-100%$29.1M———
IQ EQ Fund Management (Ireland) Ltd
N/A—77,730-77,730-100%$29.0M———
Palestra Capital Management LLC
N/A—77,662-77,662-100%$29.0M———
1ST Source Bank
N/A—77,416-77,416-100%$28.9M———
Iyo Bank, Ltd.
N/A—77,222-77,222-100%$28.8M———
Prosperity Consulting Group, LLC
N/A—76,719-76,719-100%$28.6M———
Mars Jewett Financial Group, Inc.
N/A—76,583-76,583-100%$28.6M———
Checchi Capital Advisers, LLC
N/A—76,512-76,512-100%$28.5M———
Liberty One Investment Management, LLC
N/A—76,192-76,192-100%$28.4M———
Zhang Financial LLC
N/A—76,072-76,072-100%$28.4M———
Alphadyne Asset Management LP
N/A—75,850-75,850-100%$28.3M———
Coastal Bridge Advisors, LLC
N/A—75,705-75,705-100%$28.2M———
CCM Investment Advisers LLC
N/A—75,315-75,315-100%$28.1M———
Evolve Private Wealth, LLC
N/A—74,193-74,193-100%$27.7M———
Columbus Hill Capital Management, L.P.
N/A—74,103-74,103-100%$27.6M———
Bridgewater Advisors Inc.
N/A—74,033-74,033-100%$36.1M———
Krane Funds Advisors LLC
N/A—74,010-74,010-100%$27.6M———
Titan Global Capital Management USA LLC
N/A—73,607-73,607-100%$27.5M———
Gilder Gagnon Howe & Co LLC
N/A—73,222-73,222-100%$27.3M———
RNC Capital Management LLC
N/A—73,208-73,208-100%$27.3M———
Centaurus Financial, Inc.
N/A—73,120-73,120-100%$27.3M———
Coleford Investment Management Ltd.
N/A—73,071-73,071-100%$27.3M———
Permanent Capital Management, LP
N/A—73,008-73,008-100%$27.2M———
Red Door Wealth Management, LLC
N/A—72,583-72,583-100%$27.1M———
Buckley Wealth Management, LLC
N/A—72,104-72,104-100%$26.9M———
Clough Capital Partners L P
N/A—71,901-71,901-100%$26.8M———
Burling Wealth Partners, LLC
N/A—71,131-71,131-100%$26.5M———
Whalerock Point Partners, LLC
N/A—71,121-71,121-100%$26.5M———
Pettyjohn, Wood & White, Inc
N/A—70,956-70,956-100%$26.5M———
Hutchinson Capital Management
N/A—70,412-70,412-100%$26.3M———
Intrust Bank NA
N/A—69,769-69,769-100%$26.0M———
Nelson Capital Management, LLC
N/A—69,664-69,664-100%$26.0M———
Huber Capital Management LLC
N/A—69,658-69,658-100%$26.0M———
Hills Bank & Trust Co
N/A—69,333-69,333-100%$25.9M———
Main Street Research LLC
N/A—69,182-69,182-100%$25.8M———
Webster Bank, N. A.
N/A—69,129-69,129-100%$25.8M———
Consilio Wealth Advisors, LLC
N/A—69,103-69,103-100%$25.8M———
Dividend Assets Capital, LLC
N/A—69,007-69,007-100%$25.7M———
Cantillon Capital Management LLC
N/A—68,901-68,901-100%$25.7M———
Harris Associates L P
N/A—68,612-68,612-100%$25.6M———
Hamilton Wealth, LLC
N/A—68,528-68,528-100%$25.6M———
Zevin Asset Management LLC
N/A—68,317-68,317-100%$25.5M———
MainStreet Investment Advisors LLC
N/A—67,883-67,883-100%$25.3M———
United Bank
N/A—67,866-67,866-100%$25.3M———
Pennant Select, LLC
N/A—67,600-67,600-100%$25.2M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—67,480-67,480-100%$25.2M———
Altrafin AG
N/A—67,380-67,380-100%$25.1M———
Canal Capital Management, LLC
N/A—67,195-67,195-100%$25.1M———
Nicola Wealth Management Ltd.
N/A—67,060-67,060-100%$25.0M———
Peak Asset Management, LLC
N/A—67,052-67,052-100%$25.0M———
Holderness Investments Co
N/A—66,456-66,456-100%$24.8M———
Valiant Capital Management, L.P.
N/A—66,415-66,415-100%$24.8M———
Alight Capital Management LP
N/A—66,400-66,400-100%$24.8M———
Alley Investment Management Company, LLC
N/A—66,114-66,114-100%$24.7M———
Qtron Investments LLC
N/A—66,055-66,055-100%$24.6M———
Blackhill Capital Inc
N/A—66,050-66,050-100%$24.6M———
Kemnay Advisory Services Inc.
N/A—65,970-65,970-100%$24.6M———
Thornburg Investment Management Inc
N/A—65,940-65,940-100%$24.6M———
Cape COD Five Cents Savings Bank
N/A—65,685-65,685-100%$24.5M———
Roehl & Yi Investment Advisors, LLC
N/A—65,373-65,373-100%$5.5M———
Proficio Capital Partners LLC
N/A—65,137-65,137-100%$24.3M———
Trivium Point Advisory, LLC
N/A—65,129-65,129-100%$24.3M———
SPX Gestao de Recursos Ltda
N/A—64,457-64,457-100%$24.0M———
Borer Denton & Associates, Inc.
N/A—63,866-63,866-100%$23.8M———
Claret Asset Management Corp
N/A—63,766-63,766-100%$23.8M———
Bamco Inc
N/A—63,695-63,695-100%$23.8M———
Annandale Capital, LLC
N/A—63,180-63,180-100%$23.6M———
Texas Capital Bank Wealth Management Services Inc
N/A—63,007-63,007-100%$23.5M———
Meiji Yasuda Life Insurance Co
N/A—62,967-62,967-100%$23.5M———
Colonial Trust Co / SC
N/A—62,745-62,745-100%$23.4M———
Holowesko Partners Ltd.
N/A—62,680-62,680-100%$23.4M———
Oxbow Advisors, LLC
N/A—62,543-62,543-100%$23.3M———
NWI Management LP
N/A—62,500-62,500-100%$23.3M———
Ithaka Group LLC
N/A—61,497-61,497-100%$22.9M———
Sfmg, LLC
N/A—61,296-61,296-100%$22.9M———
Regal Investment Advisors LLC
N/A—61,204-61,204-100%$22.8M———
Laffer Tengler Investments, Inc.
N/A—60,882-60,882-100%$22.7M———
Sargent Investment Group, LLC
N/A—60,572-60,572-100%$22.6M———
Turim 21 Investimentos Ltda.
N/A—60,399-60,399-100%$22.5M———
SageView Advisory Group, LLC
N/A—60,310-60,310-100%$22.5M———
First National Advisers, LLC
N/A—60,186-60,186-100%$22.5M———
Horiko Capital Management LLC
N/A—60,149-60,149-100%$22.4M———
Q Global Advisors, LLC
N/A—59,600-59,600-100%$22.2M———
Capital Group Investment Management Pte. Ltd.
N/A—59,097-59,097-100%$22.0M———
HighPoint Advisor Group LLC
N/A—59,092-59,092-100%$22.0M———
American Money Management, LLC
N/A—59,044-59,044-100%$22.0M———
Goodman Financial Corp
N/A—59,010-59,010-100%$22.0M———
Meridian Wealth Advisors, LLC
N/A—58,941-58,941-100%$22.0M———
Hayek Kallen Investment Management
N/A—58,559-58,559-100%$21.8M———
Granite Bay Wealth Management, LLC
N/A—58,321-58,321-100%$21.8M———
Invictus Private Wealth, LLC
N/A—58,221-58,221-100%$21.7M———
Farmers National Bank
N/A—58,070-58,070-100%$21.7M———
BBR Partners, LLC
N/A—57,884-57,884-100%$21.6M———
Hamilton Capital Partners, LLC
N/A—57,868-57,868-100%$21.6M———
Cheviot Value Management, LLC
N/A—57,787-57,787-100%$21.6M———
BloombergSen Inc.
N/A—57,548-57,548-100%$21.5M———
Stratos Wealth Advisors, LLC
N/A—57,472-57,472-100%$21.4M———
Denali Advisors LLC
N/A—57,369-57,369-100%$21.4M———
Advisory Alpha, LLC
N/A—57,359-57,359-100%$21.4M———
Rice Partnership, LLC
N/A—57,329-57,329-100%$21.4M———
Broderick Brian C
N/A—57,288-57,288-100%$21.4M———
Ausdal Financial Partners, Inc.
N/A—56,291-56,291-100%$21.0M———
Arete Wealth Advisors, LLC
N/A—56,135-56,135-100%$20.9M———
Delta Investment Management, LLC
N/A—56,070-56,070-100%$20.9M———
Georgetown University
N/A—55,996-55,996-100%$20.9M———
Miramar Capital, LLC
N/A—55,915-55,915-100%$20.9M———
Monetary Management Group Inc
N/A—55,871-55,871-100%$20.8M———
Sompo Asset Management Co., Ltd.
N/A—55,868-55,868-100%$20.8M———
Greenwich Wealth Management LLC
N/A—55,838-55,838-100%$20.8M———
Bulltick Wealth Management, LLC
N/A—55,816-55,816-100%$20.8M———
Quantbot Technologies LP
N/A—55,737-55,737-100%$20.8M———
Manhattan West Asset Management, LLC
N/A—55,463-55,463-100%$20.7M———
Positano Wealth Management Ltd
N/A—55,310-55,310-100%$20.6M———
Family Manage LLC
N/A—54,358-54,358-100%$20.3M———
Continuum Advisory, LLC
N/A—54,262-54,262-100%$20.2M———
Field & Main Bank
N/A—54,127-54,127-100%$20.2M———
Rowlandmiller & Partners.adv
N/A—54,058-54,058-100%$20.2M———
LRI Investments, LLC
N/A—53,986-53,986-100%$10.3M———
Intercapital, LLC
N/A—53,590-53,590-100%$20.0M———
Glen Eagle Advisors, LLC
N/A—53,068-53,068-100%$19.8M———
Rehmann Capital Advisory Group
N/A—52,985-52,985-100%$19.8M———
M. Kulyk & Associates, LLC
N/A—52,787-52,787-100%$19.7M———
Decatur Capital Management, Inc.
N/A—52,740-52,740-100%$19.7M———
Farley Capital L.P.
N/A—52,566-52,566-100%$19.6M———
Paul R. Ried Financial Group, LLC
N/A—52,068-52,068-100%$19.4M———
Providence Capital Advisors, LLC
N/A—51,969-51,969-100%$19.4M———
Edentree Asset Management Ltd
N/A—51,751-51,751-100%$19.3M———
Marietta Investment Partners LLC
N/A—51,526-51,526-100%$19.2M———
FAS Wealth Partners, Inc.
N/A—51,492-51,492-100%$19.2M———
Advocacy Wealth Management, LLC
N/A—51,331-51,331-100%$19.1M———
IFG Advisory, LLC
N/A—51,180-51,180-100%$19.1M———
Xcelsior Advisor Partners LLC
N/A—51,106-51,106-100%$19.1M———
Humankind Investments LLC
N/A—51,100-51,100-100%$19.1M———
Hound Partners, LLC
N/A—51,058-51,058-100%$19.0M———
Kintra Wealth, LLC
N/A—51,004-51,004-100%$25.3M———
NZS Capital, LLC
N/A—50,734-50,734-100%$18.9M———
AMS Capital Ltda
N/A—50,569-50,569-100%$18.9M———
Science & Technology Partners, L.P.
N/A—50,484-50,484-100%$18.8M———
Aquatic Capital Management LLC
N/A—50,333-50,333-100%$18.8M———
Haverford Financial Services, Inc.
N/A—50,246-50,246-100%$18.7M———
Campbell Capital Management Inc
N/A—50,085-50,085-100%$18.7M———
RBF Capital, LLC
N/A—50,000-50,000-100%$18.7M———
Evernest Financial Advisors, LLC
N/A—49,949-49,949-100%$18.6M———
Red Wave Investments LLC
N/A—49,812-49,812-100%$18.6M———
Lathrop Investment Management Co
N/A—49,685-49,685-100%$18.5M———
Private Wealth Asset Management, LLC
N/A—49,516-49,516-100%$18.5M———
Texas Yale Capital Corp.
N/A—49,422-49,422-100%$18.4M———
Keebeck Wealth Management
N/A—49,298-49,298-100%$18.4M———
Global Endowment Management, LP
N/A—49,241-49,241-100%$18.4M———
Rothschild Capital Partners, LLC
N/A—48,932-48,932-100%$18.3M———
GeoWealth Management, LLC
N/A—48,646-48,646-100%$18.1M———
Cooper Creek Partners Management LLC
N/A—48,633-48,633-100%$18.1M———
Sivia Capital Partners, LLC
N/A—48,530-48,530-100%$18.1M———
Quest Investment Management LLC
N/A—48,173-48,173-100%$18.0M———
Rench Wealth Management, Inc.
N/A—47,939-47,939-100%$17.9M———
Fairtree Asset Management (Pty) Ltd
N/A—47,839-47,839-100%$17.8M———
Keystone Financial Group
N/A—47,541-47,541-100%$17.7M———
Elk River Wealth Management LLC
N/A—47,087-47,087-100%$17.6M———
First Western Trust Bank
N/A—47,055-47,055-100%$17.6M———
KCM Capital Inc
N/A—47,000-47,000-100%$17.5M———
Claar Advisors LLC
N/A—46,929-46,929-100%$17.5M———
Waterloo Capital, L.P.
N/A—46,783-46,783-100%$17.5M———
Woodbridge Co LTD
N/A—46,592-46,592-100%$17.4M———
Grafton Street Partners Management Company, LLC
N/A—46,568-46,568-100%$17.4M———
Fortis Capital Advisors, LLC
N/A—46,566-46,566-100%$17.4M———
Weik Capital Management
N/A—46,566-46,566-100%$17.4M———
Naviter Wealth, LLC
N/A—46,317-46,317-100%$17.3M———
KKM Financial LLC
N/A—46,104-46,104-100%$19.4M———
PCM Encore, LLC
N/A—46,079-46,079-100%$17.2M———
Aspire Capital Advisors LLC
N/A—46,004-46,004-100%$17.2M———
Stamos Capital Partners, L.P.
N/A—45,971-45,971-100%$17.1M———
Rosenblum Silverman Sutton S F Inc
N/A—45,941-45,941-100%$17.1M———
Mark Sheptoff Financial Planning, LLC
N/A—45,901-45,901-100%$17.1M———
Harvey Capital Management Inc
N/A—45,894-45,894-100%$17.1M———
Basecamp Wealth Advisors LLC
N/A—45,880-45,880-100%$17.1M———
44 Wealth Management LLC
N/A—45,814-45,814-100%$17.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—45,783-45,783-100%$17.1M———
Stelac Advisory Services LLC
N/A—45,599-45,599-100%$17.0M———
Biondo Investment Advisors, LLC
N/A—45,559-45,559-100%$17.0M———
ShawSpring Partners LLC
N/A—45,495-45,495-100%$17.0M———
Infusive Asset Management Inc.
N/A—45,288-45,288-100%$16.9M———
Wayfinding Financial, LLC
N/A—45,239-45,239-100%$16.9M———
National Philanthropic Trust
N/A—44,976-44,976-100%$16.8M———
Mayflower Financial Advisors, LLC
N/A—44,901-44,901-100%$16.7M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—44,696-44,696-100%$16.7M———
Wealth Alliance, LLC
N/A—44,670-44,670-100%$16.7M———
AssuredPartners Investment Advisors, LLC
N/A—44,601-44,601-100%$16.6M———
Capital & Planning, LLC
N/A—44,584-44,584-100%$16.6M———
Baldwin Investment Management, LLC
N/A—44,413-44,413-100%$16.6M———
Fox Hill Wealth Management
N/A—44,074-44,074-100%$16.4M———
STG Securities, LLC
N/A—44,010-44,010-100%$16.4M———
Moore Capital Management, LP
N/A—44,000-44,000-100%$16.4M———
Pragma Gestao de Patrimonio LTD
N/A—43,750-43,750-100%$16.3M———
Strategic Global Advisors, LLC
N/A—43,745-43,745-100%$16.3M———
Advisory Research Inc
N/A—43,670-43,670-100%$16.3M———
Untitled Investments LP
N/A—43,609-43,609-100%$16.3M———
Trustmark Bank Trust Department
N/A—43,531-43,531-100%$16.2M———
Cozad Asset Management Inc
N/A—43,524-43,524-100%$16.2M———
Mission Creek Capital Partners, Inc.
N/A—43,431-43,431-100%$16.2M———
Stokes Family Office, LLC
N/A—43,367-43,367-100%$16.2M———
Punch & Associates Investment Management, Inc.
N/A—43,112-43,112-100%$16.1M———
SageGuard Financial Group, LLC
N/A—42,979-42,979-100%$16.0M———
Boyar Asset Management Inc.
N/A—42,900-42,900-100%$16.0M———
L2 Asset Management, LLC
N/A—42,796-42,796-100%$16.0M———
Strait & Sound Wealth Management LLC
N/A—42,617-42,617-100%$15.9M———
K.J. Harrison & Partners Inc
N/A—42,540-42,540-100%$15.9M———
Hilltop Holdings Inc.
N/A—42,481-42,481-100%$15.8M———
Headinvest, LLC
N/A—42,470-42,470-100%$15.8M———
TFR Capital, Llc.
N/A—42,258-42,258-100%$15.8M———
Tradition Wealth Management, LLC
N/A—42,251-42,251-100%$15.8M———
Sycale Advisors (NY) LLC
N/A—42,189-42,189-100%$15.7M———
Intellus Advisors LLC
N/A—42,115-42,115-100%$15.7M———
Twin Tree Management, LP
N/A—42,101-42,101-100%$15.7M———
Vega Investment Solutions
N/A—42,076-42,076-100%$15.7M———
R.m.sincerbeaux Capital Management LLC
N/A—42,045-42,045-100%$15.7M———
D L Carlson Investment Group Inc
N/A—41,937-41,937-100%$15.6M———
Fullerton Fund Management Co Ltd.
N/A—41,899-41,899-100%$15.6M———
Whitebark Investors LP
N/A—41,893-41,893-100%$15.6M———
Northstar Asset Management Inc
N/A—41,891-41,891-100%$15.6M———
Parallax Volatility Advisers, L.P.
N/A—41,786-41,786-100%$15.6M———
Bearing Point Capital, LLC
N/A—41,471-41,471-100%$15.5M———
Broadleaf Partners, LLC
N/A—41,425-41,425-100%$15.5M———
Guardian Wealth Advisors, LLC / NC
N/A—41,054-41,054-100%$15.3M———
CFO4Life Group, LLC
N/A—40,999-40,999-100%$15.3M———
one8zero8, LLC
N/A—40,971-40,971-100%$15.3M———
Morse Asset Management, Inc
N/A—40,833-40,833-100%$15.2M———
River Road Asset Management, LLC
N/A—40,790-40,790-100%$15.2M———
South Street Advisors LLC
N/A—40,785-40,785-100%$15.2M———
Easterly Investment Partners LLC
N/A—40,712-40,712-100%$15.2M———
LM Advisors LLC
N/A—40,679-40,679-100%$15.2M———
MSA Advisors, LLC
N/A—40,665-40,665-100%$15.2M———
Roberts Glore & Co Inc
N/A—40,539-40,539-100%$15.1M———
Brave Asset Management Inc
N/A—40,481-40,481-100%$15.1M———
Gateway Wealth Partners, LLC
N/A—40,443-40,443-100%$15.1M———
Rodgers Brothers Inc.
N/A—40,432-40,432-100%$15.1M———
Keel Point, LLC
N/A—40,125-40,125-100%$15.0M———
Core Alternative Capital
N/A—40,104-40,104-100%$15.0M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—40,103-40,103-100%$15.0M———
Strategic Investment Advisors / MI
N/A—40,039-40,039-100%$14.9M———
Resurgent Financial Advisors LLC
N/A—40,008-40,008-100%$14.9M———
Timber Creek Capital Management LLC
N/A—39,965-39,965-100%$14.9M———
Allred Capital Management, LLC
N/A—39,864-39,864-100%$14.9M———
Winmill & Co. Inc
N/A—39,775-39,775-100%$14.8M———
Osprey Private Wealth LLC
N/A—39,269-39,269-100%$14.6M———
Legacy Financial Advisors, Inc.
N/A—39,173-39,173-100%$14.6M———
Quent Capital, LLC
N/A—38,947-38,947-100%$14.5M———
Heartland Bank & Trust Co
N/A—38,925-38,925-100%$14.5M———
Lafayette Investments, Inc.
N/A—38,816-38,816-100%$14.5M———
Torque Asset Management LLC
N/A—38,798-38,798-100%$14.5M———
Transamerica Financial Advisors, LLC
N/A—38,794-38,794-100%$14.5M———
Westmount Partners, LLC
N/A—38,728-38,728-100%$14.4M———
Scholtz & Company, LLC
N/A—38,572-38,572-100%$14.4M———
Stonebridge Capital Management Inc
N/A—38,569-38,569-100%$14.4M———
Puzo Michael J
N/A—38,446-38,446-100%$14.3M———
Adalta Capital Management LLC
N/A—38,424-38,424-100%$14.3M———
JT Stratford LLC
N/A—38,388-38,388-100%$14.3M———
Berger Financial Group, Inc
N/A—38,384-38,384-100%$14.3M———
Hudson Value Partners, LLC
N/A—38,209-38,209-100%$14.3M———
Ravenstone Capital Management Inc.
N/A—37,943-37,943-100%$14.2M———
Optas, LLC
N/A—37,849-37,849-100%$14.1M———
Miller Investment Management, LP
N/A—37,833-37,833-100%$14.1M———
Havemeyer Place LP
N/A—37,809-37,809-100%$14.1M———
Somerville Kurt F
N/A—37,796-37,796-100%$14.1M———
Brookwood Investment Group LLC
N/A—37,768-37,768-100%$14.1M———
1248 Management, LLC
N/A—37,753-37,753-100%$14.1M———
QVT Financial LP
N/A—37,710-37,710-100%$14.1M———
Paragon Capital Management LLC
N/A—37,515-37,515-100%$14.0M———
Siren, L.L.C.
N/A—37,500-37,500-100%$14.0M———
Brentview Investment Management LLC
N/A—37,464-37,464-100%$14.0M———
Oxford Financial Group, Ltd. LLC
N/A—37,439-37,439-100%$14.0M———
Cvfg LLC
N/A—37,270-37,270-100%$13.9M———
Perennial Investment Advisors, LLC
N/A—37,244-37,244-100%$13.9M———
Klcm Advisors, Inc.
N/A—37,189-37,189-100%$13.9M———
Hall Capital Management Co Inc
N/A—37,139-37,139-100%$13.9M———
Dover Advisors, LLC
N/A—37,115-37,115-100%$17.9M———
Boston Research & Management Inc
N/A—36,953-36,953-100%$13.8M———
NatWest Group plc
N/A—36,927-36,927-100%$13.8M———
Sphera Management Technology Funds Ltd
N/A—36,550-36,550-100%$13.6M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—36,466-36,466-100%$13.6M———
Permanens Capital L.P.
N/A—36,373-36,373-100%$13.6M———
Walter & Keenan Wealth Management LLC
N/A—36,279-36,279-100%$13.5M———
Accent Capital Management, LLC
N/A—36,262-36,262-100%$13.5M———
Stansberry Asset Management, LLC
N/A—36,196-36,196-100%$13.5M———
Kidder Stephen W
N/A—36,020-36,020-100%$13.4M———
Nutshell Asset Management Ltd
N/A—35,880-35,880-100%$13.4M———
Marble Wealth, LLC
N/A—35,700-35,700-100%$13.3M———
Southeast Asset Advisors, LLC
N/A—35,657-35,657-100%$13.3M———
Portland Global Advisors LLC
N/A—35,620-35,620-100%$13.3M———
L & S Advisors Inc
N/A—35,526-35,526-100%$13.3M———
Connable Office Inc
N/A—35,485-35,485-100%$13.2M———
Advyzon Investment Management, LLC
N/A—35,442-35,442-100%$13.2M———
Unison Asset Management LLC
N/A—35,421-35,421-100%$13.2M———
Monimus Capital Management, LP
N/A—35,396-35,396-100%$13.2M———
Jupiter Wealth Management LLC
N/A—35,258-35,258-100%$13.2M———
Wills Financial Group LLC
N/A—35,189-35,189-100%$13.1M———
Affinity Wealth Management LLC
N/A—35,157-35,157-100%$13.1M———
Wealthedge Investment Advisors, LLC
N/A—35,109-35,109-100%$13.1M———
DCM Advisors, LLC
N/A—35,002-35,002-100%$13.0M———
CNB Bank
N/A—34,713-34,713-100%$12.9M———
Founders Financial Alliance, LLC
N/A—34,673-34,673-100%$12.9M———
Quotient Wealth Partners, LLC
N/A—34,672-34,672-100%$12.9M———
Abbot Financial Management, Inc.
N/A—34,450-34,450-100%$12.9M———
Swan Global Investments, LLC
N/A—34,410-34,410-100%$12.8M———
Lifeworks Advisors, LLC
N/A—34,359-34,359-100%$12.8M———
TrueWealth Financial Partners
N/A—34,294-34,294-100%$12.8M———
Bank Hapoalim BM
N/A—34,242-34,242-100%$12.8M———
VeraBank, N.A.
N/A—33,962-33,962-100%$12.7M———
RPg Family Wealth Advisory, LLC
N/A—33,820-33,820-100%$12.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—33,784-33,784-100%$12.6M———
Jacobson & Schmitt Advisors, LLC
N/A—33,766-33,766-100%$12.6M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—33,575-33,575-100%$12.5M———
Citizens Business Bank
N/A—33,371-33,371-100%$12.4M———
Delaney Dennis R
N/A—33,351-33,351-100%$12.4M———
Palumbo Wealth Management LLC
N/A—33,335-33,335-100%$12.4M———
Harbour Investment Management LLC
N/A—33,331-33,331-100%$12.4M———
OneAscent Financial Services LLC
N/A—33,166-33,166-100%$12.4M———
Pgim Custom Harvest LLC
N/A—33,161-33,161-100%$12.4M———
Saranac Partners Ltd
N/A—33,123-33,123-100%$12.3M———
Tulsa Wealth Advisors, Inc
N/A—33,111-33,111-100%$12.4M———
RV Capital AG
N/A—33,100-33,100-100%$12.3M———
AR Asset Management Inc
N/A—33,098-33,098-100%$12.3M———
Group One Trading LLC
N/A—32,986-32,986-100%$12.3M———
Main Street Financial Solutions, LLC
N/A—32,945-32,945-100%$12.3M———
Muhlenkamp & Co Inc
N/A—32,776-32,776-100%$12.2M———
Wealth Advisors of Tampa Bay, LLC
N/A—32,719-32,719-100%$12.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—32,605-32,605-100%$12.2M———
Tyche Wealth Partners LLC
N/A—32,378-32,378-100%$12.1M———
Ketron Financial
N/A—32,056-32,056-100%$12.0M———
Investor's Fiduciary Advisor Network, LLC
N/A—32,040-32,040-100%$12.0M———
Seven Grand Managers, LLC
N/A—32,000-32,000-100%$11.9M———
Round Rock Advisors LLC
N/A—31,894-31,894-100%$11.9M———
Knightsbridge Asset Management, LLC
N/A—31,576-31,576-100%$11.8M———
Point72 Asset Management, L.P.
N/A—31,522-31,522-100%$11.8M———
Lummis Asset Management, LP
N/A—31,432-31,432-100%$13.1M———
Carroll Investors, Inc
N/A—31,356-31,356-100%$11.7M———
Kensington Investment Counsel, LLC
N/A—31,349-31,349-100%$11.7M———
Glassy Mountain Advisors, Inc.
N/A—31,072-31,072-100%$11.6M———
Rockbridge Asset Management LLC
N/A—30,805-30,805-100%$11.5M———
Chancellor Financial Group WB LP
N/A—30,780-30,780-100%$11.5M———
Saraza Management, LP
N/A—30,725-30,725-100%$11.5M———
American Trust
N/A—30,664-30,664-100%$11.4M———
Lighthouse Investment Partners, LLC
N/A—30,661-30,661-100%$11.4M———
Olde Wealth Management, LLC
N/A—30,611-30,611-100%$11.4M———
Northwest Bancshares, Inc.
N/A—30,570-30,570-100%$11.4M———
White Pine Capital LLC
N/A—30,462-30,462-100%$11.4M———
Drive Wealth Management, LLC
N/A—30,380-30,380-100%$11.3M———
Townsquare Capital LLC
N/A—30,268-30,268-100%$11.3M———
Drexel Morgan & Co.
N/A—30,129-30,129-100%$11.2M———
Concord Investment Counsel Inc.
N/A—30,114-30,114-100%$10.7M———
Broadwater Capital Management LLC
N/A—30,034-30,034-100%$11.2M———
Garrison Point Advisors, LLC
N/A—30,003-30,003-100%$11.2M———
Okabena Investment Services Inc
N/A—29,864-29,864-100%$11.1M———
Vanguard National Trust Co
N/A—29,706-29,706-100%$11.1M———
Wealth Management Associates, Inc.
N/A—29,476-29,476-100%$11.0M———
Hodges Capital Management Inc.
N/A—29,435-29,435-100%$11.0M———
11 Capital Partners LP
N/A—29,387-29,387-100%$11.0M———
NWK Group, Inc.
N/A—29,240-29,240-100%$10.9M———
Ducere Wealth Management LLC
N/A—29,159-29,159-100%$10.9M———
Stonebrook Private Inc.
N/A—29,117-29,117-100%$10.9M———
Crews Bank & Trust
N/A—29,080-29,080-100%$10.8M———
WealthShield Partners, LLC
N/A—29,078-29,078-100%$10.8M———
CMT Capital Markets Trading GmbH
N/A—29,036-29,036-100%$10.8M———
Silver OAK Securities, Incorporated
N/A—28,997-28,997-100%$10.8M———
Ceeto Capital Group, LLC
N/A—28,847-28,847-100%$10.8M———
Beacon Investment Advisors LLC
N/A—28,755-28,755-100%$10.7M———
WealthTrust Axiom LLC
N/A—28,637-28,637-100%$10.7M———
Maniro Ltd
N/A—28,625-28,625-100%$10.7M———
Waddell & Associates, LLC
N/A—28,582-28,582-100%$10.7M———
Chesapeake Wealth Management
N/A—28,489-28,489-100%$10.6M———
Parker Investment Management, LLC
N/A—28,465-28,465-100%$10.6M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—28,374-28,374-100%$10.6M———
Ellevest, Inc.
N/A—28,290-28,290-100%$10.5M———
Bank OZK
N/A—28,250-28,250-100%$10.5M———
CacheTech Inc.
N/A—28,216-28,216-100%$10.5M———
FWL Investment Management, LLC
N/A—28,144-28,144-100%$10.5M———
Chaney Capital Management, Inc.
N/A—28,142-28,142-100%$10.5M———
First Commonwealth Financial Corp
N/A—28,102-28,102-100%$10.5M———
Apriem Advisors
N/A—28,101-28,101-100%$10.5M———
CVA Family Office, LLC
N/A—28,073-28,073-100%$10.5M———
Trinity Legacy Partners, LLC
N/A—28,022-28,022-100%$11.2M———
RB Capital Management, LLC
N/A—27,919-27,919-100%$10.4M———
Aimz Investment Advisors, LLC
N/A—27,896-27,896-100%$10.4M———
Redwood Investment Management, LLC
N/A—27,765-27,765-100%$10.4M———
VAN DEN Berg Management I, Inc
N/A—27,758-27,758-100%$10.4M———
Parus Finance (UK) Ltd
N/A—27,572-27,572-100%$10.3M———
IFC Advisors LLC
N/A—27,421-27,421-100%$10.2M———
Peak Planning Group, LLC
N/A—27,395-27,395-100%$10.2M———
TRB Wealth Management, LLC
N/A—27,373-27,373-100%$10.2M———
Sagewood Asset Management LP
N/A—27,333-27,333-100%$10.2M———
Elgethun Capital Management
N/A—27,304-27,304-100%$10.2M———
Financial Sense Advisors, Inc.
N/A—27,293-27,293-100%$10.2M———
Cary Street Partners Investment Advisory LLC
N/A—26,972-26,972-100%$10.1M———
Johns Hopkins University
N/A—26,947-26,947-100%$10.1M———
Windle Wealth, LLC
N/A—26,912-26,912-100%$10.0M———
West Michigan Advisors, LLC
N/A—26,883-26,883-100%$10.0M———
Bcwm, LLC
N/A—26,841-26,841-100%$10.0M———
Slagle Financial, LLC
N/A—26,801-26,801-100%$10.0M———
HHM Wealth Advisors, LLC
N/A—26,765-26,765-100%$10.0M———
Atlas Wealth LLC
N/A—26,697-26,697-100%$10.0M———
McGinn Penninger Investment Management, Inc.
N/A—26,656-26,656-100%$9.9M———
Seaview Investment Managers LLC
N/A—26,651-26,651-100%$9.9M———
Harbor Advisors LLC
N/A—26,500-26,500-100%$9.9M———
Mattson Financial Services, LLC
N/A—26,391-26,391-100%$10.6M———
McDonough Capital Management, Inc
N/A—26,372-26,372-100%$9.8M———
Prelude Capital Management, LLC
N/A—26,345-26,345-100%$9.8M———
BCS Private Wealth Management, Inc.
N/A—26,332-26,332-100%$9.8M———
Menlo Advisors LLC
N/A—26,282-26,282-100%$9.8M———
Forum Finance Group S.A.
N/A—26,266-26,266-100%$7.9K———
Smith, Moore & Co.
N/A—26,161-26,161-100%$9.8M———
First National Bank & Trust Co of Newtown
N/A—26,129-26,129-100%$12.1M———
Mosaic Family Wealth Partners, LLC
N/A—26,109-26,109-100%$9.7M———
Seneca House Advisors
N/A—26,083-26,083-100%$9.7M———
Ballast Advisors LLC
N/A—26,062-26,062-100%$9.7M———
Front Row Advisors LLC
N/A—26,055-26,055-100%$13.1M———
Beck Capital Management, LLC
N/A—25,954-25,954-100%$9.7M———
Cambria Investment Management, L.P.
N/A—25,827-25,827-100%$9.6M———
Proactive Wealth Strategies LLC
N/A—25,783-25,783-100%$9.6M———
Buffalo Business & Estate Services LTD
N/A—25,751-25,751-100%$9.6M———
Windward Capital Management Co
N/A—25,705-25,705-100%$9.6M———
Dumac, Inc.
N/A—25,702-25,702-100%$9.6M———
Dynasty Wealth Management, LLC
N/A—25,596-25,596-100%$9.5M———
Members Trust Co
N/A—25,555-25,555-100%$9.5M———
Prestige Wealth Management Group LLC
N/A—25,555-25,555-100%$9.5M———
IMA Advisory Services, Inc.
N/A—25,488-25,488-100%$9.5M———
DV Equities, LLC
N/A—25,442-25,442-100%$9.5M———
Tiemann Investment Advisors, LLC
N/A—25,410-25,410-100%$9.5M———
Bull Harbor Capital LLC
N/A—25,400-25,400-100%$9.5M———
Vectors Research Management, LLC
N/A—25,223-25,223-100%$9.4M———
Cascades Capital Asset Management, LLC
N/A—25,039-25,039-100%$9.3M———
Lcnb Corp
N/A—25,008-25,008-100%$9.3M———
Octahedron Capital Management L.P.
N/A—25,000-25,000-100%$9.3M———
Rothschild Wealth LLC
N/A—24,987-24,987-100%$9.3M———
SGL Investment Advisors, Inc.
N/A—24,859-24,859-100%$12.6M———
Atlas Legacy Advisors, LLC
N/A—24,770-24,770-100%$9.7M———
Integrated Investment Consultants, LLC
N/A—24,595-24,595-100%$9.2M———
Greenline Partners, LLC
N/A—24,437-24,437-100%$9.1M———
Wisconsin Capital Management LLC
N/A—24,414-24,414-100%$9.1M———
Capula Management Ltd
N/A—24,393-24,393-100%$9.1M———
Peregrine Asset Advisers, Inc.
N/A—24,390-24,390-100%$9.1M———
All Terrain Financial Advisors, LLC
N/A—24,248-24,248-100%$9.0M———
Fort Point Capital Partners LLC
N/A—24,194-24,194-100%$9.0M———
West Family Investments, Inc.
N/A—24,135-24,135-100%$9.0M———
Allied Private Wealth LLC
N/A—24,134-24,134-100%$9.3M———
ArchPoint Investors
N/A—24,067-24,067-100%$9.0M———
Titan Wealth (CI) Ltd
N/A—24,053-24,053-100%$9.0M———
MJP Associates Inc
N/A—24,038-24,038-100%$9.0M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—23,993-23,993-100%$8.9M———
Papamarkou Wellner Asset Management inc.
N/A—23,984-23,984-100%$8.9M———
TB Capital Gestao de Recursos Ltda.
N/A—23,926-23,926-100%$8.9M———
Hartford Funds Management Co LLC
N/A—23,910-23,910-100%$8.9M———
Everpar Advisors LLC
N/A—23,898-23,898-100%$8.9M———
Wimmer Associates 1, LLC
N/A—23,896-23,896-100%$8.9M———
Cardiff Park Advisors, LLC
N/A—23,862-23,862-100%$8.9M———
Fairfield, Bush & Co.
N/A—23,686-23,686-100%$8.8M———
Drucker Wealth 3.0, LLC
N/A—23,684-23,684-100%$8.8M———
Aventura Private Wealth, LLC
N/A—23,661-23,661-100%$8.8M———
Cambridge Financial Group, Inc.
N/A—23,657-23,657-100%$8.8M———
LOM Asset Management Ltd
N/A—23,651-23,651-100%$8.8M———
Investidor Profissional Gestao de Recursos Ltda.
N/A—23,525-23,525-100%$8.8M———
Ethos Financial Group, LLC
N/A—23,493-23,493-100%$9.1M———
Cascade Financial Partners, LLC
N/A—23,392-23,392-100%$8.7M———
Frisch Financial Group, Inc.
N/A—23,372-23,372-100%$8.7M———
Northstar Advisory Group, LLC
N/A—23,272-23,272-100%$8.7M———
Madison Wealth Partners, Inc
N/A—23,220-23,220-100%$8.7M———
Barbara Oil Co.
N/A—23,220-23,220-100%$8.7M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—23,211-23,211-100%$8.7M———
Range Advisory, LLC
N/A—23,157-23,157-100%$8.6M———
Concentrum Wealth Management
N/A—23,149-23,149-100%$8.6M———
Riverview Capital Advisers, LLC
N/A—23,104-23,104-100%$8.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—23,040-23,040-100%$8.6M———
SBI Okasan Asset Management Co.Ltd.
N/A—23,023-23,023-100%$8.5M———
New Republic Capital, LLC
N/A—22,953-22,953-100%$8.6M———
Graybill Wealth Management, Ltd.
N/A—22,933-22,933-100%$8.6M———
Riho Partners, LLC
N/A—22,931-22,931-100%$8.6M———
Blackhawk Capital Partners, LLC
N/A—22,914-22,914-100%$8.5M———
AMJ Financial Wealth Management
N/A—22,839-22,839-100%$8.5M———
Harbor Advisory Corp
N/A—22,750-22,750-100%$8.5M———
Blue Edge Capital, LLC
N/A—22,682-22,682-100%$8.5M———
CCG Wealth Management, LLC
N/A—22,598-22,598-100%$8.4M———
Notis-McConarty Edward
N/A—22,516-22,516-100%$8.4M———
Graham Capital Management, L.P.
N/A—22,479-22,479-100%$8.4M———
Corsair Capital Management, L.P.
N/A—22,460-22,460-100%$8.4M———
Security National Bank of Sioux City Iowa
N/A—22,364-22,364-100%$8.3M———
Highview Capital Management LLC
N/A—22,315-22,315-100%$8.3M———
Sonoma Private Wealth LLC
N/A—22,313-22,313-100%$8.3M———
CIM Investment Management Inc
N/A—22,281-22,281-100%$8.3M———
Ramirez Asset Management, Inc.
N/A—22,270-22,270-100%$8.3M———
Keating Financial Advisory Services, Inc.
N/A—22,270-22,270-100%$8.3M———
SHP Wealth Management
N/A—22,265-22,265-100%$8.3M———
Magnolia Capital Advisors LLC
N/A—22,161-22,161-100%$8.3M———
Yukon Wealth Management, Inc.
N/A—22,139-22,139-100%$8.3M———
Alpine Woods Capital Investors, LLC
N/A—22,099-22,099-100%$8.2M———
Intellectus Partners, LLC
N/A—22,053-22,053-100%$8.2M———
Byrne Financial Freedom, LLC
N/A—22,012-22,012-100%$8.2M———
Atlanta Consulting Group Advisors, LLC
N/A—21,978-21,978-100%$8.2M———
Aristides Capital LLC
N/A—21,977-21,977-100%$8.2M———
Aft, Forsyth & Sober, LLC
N/A—21,950-21,950-100%$8.1M———
Marshall Investment Management, LLC
N/A—21,931-21,931-100%$8.2M———
Fortress Private Ledger, LLC
N/A—21,914-21,914-100%$8.2M———
Karani Asset Management LLC
N/A—21,877-21,877-100%$8.2M———
Next Century Growth Investors LLC
N/A—21,862-21,862-100%$8.2M———
Elefante Mark B
N/A—21,836-21,836-100%$8.1M———
Union Heritage Capital, LLC
N/A—21,796-21,796-100%$8.1M———
Cloverfields Capital Group, LP
N/A—21,792-21,792-100%$8.1M———
FLC Capital Advisors
N/A—21,751-21,751-100%$8.1M———
Octavia Wealth Advisors, LLC
N/A—21,711-21,711-100%$8.1M———
Outlook Capital Management, LLC
N/A—21,668-21,668-100%$8.1M———
Zimmer Partners, LP
N/A—21,500-21,500-100%$8.0M———
LaSalle St. Investment Advisors, LLC
N/A—21,384-21,384-100%$8.0M———
Park Place Capital Corp
N/A—21,290-21,290-100%$7.9M———
Synergy Financial Group, LTD
N/A—21,205-21,205-100%$7.9M———
Palogic Value Management, L.P.
N/A—21,091-21,091-100%$7.9M———
SWP Investment Management LLC
N/A—21,041-21,041-100%$7.8M———
Dimension Capital Management LLC
N/A—21,038-21,038-100%$7.8M———
Z3 Capital Partners, LLC
N/A—20,967-20,967-100%$7.8M———
Alaethes Wealth, LLC
N/A—20,849-20,849-100%$7.8M———
Legato Capital Management LLC
N/A—20,846-20,846-100%$7.8M———
Centric Wealth Management
N/A—20,794-20,794-100%$8.6M———
Naman Capital Ltda
N/A—20,675-20,675-100%$7.7M———
Concentric Capital Strategies, LP
N/A—20,641-20,641-100%$7.7M———
Gardner Lewis Asset Management L P
N/A—20,579-20,579-100%$7.7M———
Brooks, Moore & Associates, Inc.
N/A—20,529-20,529-100%$7.7M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—20,516-20,516-100%$7.7M———
Socorro Asset Management LP
N/A—20,509-20,509-100%$7.7M———
Palmer Knight Co
N/A—20,504-20,504-100%$7.6M———
Alteri Wealth LLC
N/A—20,490-20,490-100%$7.6M———
Raelipskie Partnership
N/A—20,422-20,422-100%$7.6M———
Sittner & Nelson, LLC
N/A—20,390-20,390-100%$7.6M———
Nellore Capital Management LLC
N/A—20,388-20,388-100%$7.6M———
Advisors Preferred, LLC
N/A—20,350-20,350-100%$7.9M———
Royal Capital Wealth Management, LLC
N/A—20,340-20,340-100%$7.6M———
Martin & Co Inc
N/A—20,330-20,330-100%$7.6M———
Horizon Investment Services, LLC
N/A—20,304-20,304-100%$7.6M———
Cyber Hornet ETFs LLC
N/A—20,241-20,241-100%$7.6M———
Second Line Capital, LLC
N/A—20,122-20,122-100%$7.5M———
Aldebaran Capital, LLC
N/A—20,044-20,044-100%$7.5M———
Dempze Nancy E
N/A—19,983-19,983-100%$7.5M———
Seeds Investor LLC
N/A—19,974-19,974-100%$7.5M———
Boxwood Ventures, Inc.
N/A—19,890-19,890-100%$7.3M———
Resolute Wealth Strategies, LLC
N/A—19,784-19,784-100%$7.4M———
Godshalk Welsh Capital Management, Inc.
N/A—19,725-19,725-100%$7.4M———
Bernard Wealth Management Corp.
N/A—19,674-19,674-100%$7.3M———
B & T Capital Management DBA Alpha Capital Management
N/A—19,518-19,518-100%$7.3M———
Bridgewealth Advisory Group, LLC
N/A—19,476-19,476-100%$7.3M———
Cofg Advisors, LLC
N/A—19,455-19,455-100%$7.3M———
Fairbanks Capital Management, Inc.
N/A—19,447-19,447-100%$7.3M———
IKE Capital, LLC
N/A—19,440-19,440-100%$7.3M———
Liberty Wealth Management LLC
N/A—19,425-19,425-100%$7.2M———
Adams Wealth Management
N/A—19,388-19,388-100%$7.2M———
Calydon Capital
N/A—19,361-19,361-100%$7.2M———
Stoneridge Investment Partners LLC
N/A—19,329-19,329-100%$9.0K———
JPL Wealth Management, LLC
N/A—19,306-19,306-100%$7.2M———
Trivant Custom Portfolio Group, LLC
N/A—19,272-19,272-100%$7.2M———
Weiss Asset Management LP
N/A—19,194-19,194-100%$7.2M———
Cercano Management LLC
N/A—19,163-19,163-100%$7.1M———
Lbmc Investment Advisors, LLC
N/A—19,159-19,159-100%$7.1M———
Henson-Edgewater Management, LLC
N/A—19,151-19,151-100%$9.4M———
1776 Wealth LLC
N/A—19,140-19,140-100%$7.1M———
Castlefield Investment Partners LLP
N/A—19,139-19,139-100%$7.1M———
Alexander Labrunerie & Co., Inc.
N/A—19,122-19,122-100%$7.1M———
CastleKnight Management LP
N/A—19,120-19,120-100%$7.1M———
Banco de Sabadell, S.a
N/A—19,015-19,015-100%$7.1M———
Bluegrass Capital Partners LP
N/A—19,000-19,000-100%$7.1M———
Pettee Investors, Inc.
N/A—18,962-18,962-100%$7.1M———
Security National Bank of SO DAK
N/A—18,949-18,949-100%$7.1M———
Florida Financial Advisors, LLC
N/A—18,925-18,925-100%$7.1M———
Navellier & Associates Inc
N/A—18,830-18,830-100%$7.0M———
Owl Creek Asset Management, L.P.
N/A—18,647-18,647-100%$7.0M———
Peninsula Asset Management Inc
N/A—18,623-18,623-100%$6.9M———
Select Asset Management & Trust
N/A—18,574-18,574-100%$6.9M———
Mokan Wealth Management Inc.
N/A—18,563-18,563-100%$6.9M———
Tsai Capital Corp
N/A—18,558-18,558-100%$6.9M———
Financial Strategies Group, Inc.
N/A—18,556-18,556-100%$7.4M———
Diamant Asset Management, Inc.
N/A—18,523-18,523-100%$6.9M———
Ravenswood Partners LP
N/A—18,506-18,506-100%$6.9M———
Black Diamond Capital Management I, Lllp
N/A—18,500-18,500-100%$6.9M———
Innovative Asset Advisors Group, LLC
N/A—18,452-18,452-100%$6.9M———
Ponta Wealth Partners, LLC
N/A—18,321-18,321-100%$6.8M———
Wrapmanager Inc
N/A—18,319-18,319-100%$6.8M———
Aster Capital Management (Difc) Ltd
N/A—18,271-18,271-100%$6.8M———
Jackson, Grant Investment Advisers, Inc.
N/A—18,146-18,146-100%$6.8M———
Mason & Associates Inc
N/A—18,070-18,070-100%$6.7M———
Voya Financial Advisors, Inc.
N/A—18,004-18,004-100%$6.6M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—17,986-17,986-100%$6.7M———
Schwerin Boyle Capital Management Inc
N/A—17,960-17,960-100%$6.7M———
Sirios Capital Management L P
N/A—17,885-17,885-100%$6.7M———
Mpwm Advisory Solutions, LLC
N/A—17,880-17,880-100%$666.8K———
Dark Forest Capital Management LP
N/A—17,870-17,870-100%$6.7M———
Financial Gravity Companies, Inc.
N/A—17,851-17,851-100%$6.7M———
Brasada Capital Management, LP
N/A—17,814-17,814-100%$6.6M———
Miller Capital Partners, Inc.
N/A—17,785-17,785-100%$6.6M———
Pincus Capital Management, LP
N/A—17,757-17,757-100%$6.6M———
American Trust Investment Advisors, LLC
N/A—17,717-17,717-100%$6.6M———
Christine Messmer PC
N/A—17,705-17,705-100%$6.6M———
Truvestments Capital LLC
N/A—17,694-17,694-100%$6.6M———
Ranch Capital Advisors Inc.
N/A—17,680-17,680-100%$6.6M———
Lavaca Capital LLC
N/A—17,507-17,507-100%$6.5M———
Elwood Capital Partners LP
N/A—17,493-17,493-100%$6.5M———
Spreng Capital Management, Inc.
N/A—17,417-17,417-100%$6.5M———
AFT, Forsyth & Company, Inc.
N/A—17,414-17,414-100%$6.5M———
Millstone Evans Group, LLC
N/A—17,326-17,326-100%$6.5M———
Orleans Capital Management Corp
N/A—17,252-17,252-100%$6.4M———
Duncan Williams Asset Management, LLC
N/A—17,243-17,243-100%$6.4M———
NCM Capital Management, LLC
N/A—17,156-17,156-100%$6.4M———
Chelsea Counsel Co
N/A—17,146-17,146-100%$6.4M———
Topsail Wealth Management, LLC
N/A—17,117-17,117-100%$6.4M———
New Insight Wealth Advisors
N/A—17,083-17,083-100%$6.4M———
Addison Capital Co
N/A—17,031-17,031-100%$6.4M———
Headlands Technologies LLC
N/A—17,028-17,028-100%$6.4M———
Sierra Capital LLC
N/A—17,005-17,005-100%$6.3M———
Compass Capital Corp
N/A—16,916-16,916-100%$8.5M———
Boothbay Fund Management, LLC
N/A—16,908-16,908-100%$6.3M———
Lionhunter Capital Management, LLC
N/A—16,884-16,884-100%$6.3M———
Aspen Grove Capital, LLC
N/A—16,868-16,868-100%$6.3M———
Houlihan Financial Resource Group, Ltd.
N/A—16,843-16,843-100%$6.3M———
Pursue Wealth Partners LLC
N/A—16,837-16,837-100%$6.3M———
GWN Securities Inc.
N/A—16,729-16,729-100%$6.2M———
Widmann Financial Services, Inc.
N/A—16,699-16,699-100%$6.2M———
Acorns Advisers, LLC
N/A—16,698-16,698-100%$6.2M———
Peak Retirement Planning, Inc.
N/A—16,684-16,684-100%$6.2M———
CM Wealth Advisors LLC
N/A—16,670-16,670-100%$6.2M———
Financial Avengers, Inc.
N/A—16,666-16,666-100%$6.2M———
Berkeley Capital Partners, LLC
N/A—16,632-16,632-100%$6.2M———
Alcosta Capital Management, Inc.
N/A—16,590-16,590-100%$6.2M———
Capstone Financial Advisors, Inc.
N/A—16,590-16,590-100%$6.2M———
US Asset Management LLC
N/A—16,472-16,472-100%$6.1M———
First Washington Corp
N/A—16,460-16,460-100%$6.1M———
Occudo Quantitative Strategies LP
N/A—16,447-16,447-100%$6.1M———
Sandro Wealth Management LLC
N/A—16,438-16,438-100%$6.1M———
Tiaa Trust, National Association
N/A—16,382-16,382-100%$6.1M———
One Wealth Advisors, LLC
N/A—16,358-16,358-100%$6.1M———
Strategic Financial Services, Inc.
N/A—16,328-16,328-100%$6.1M———
First National Bank of Hutchinson
N/A—16,291-16,291-100%$6.1M———
Sandy Cove Advisors, LLC
N/A—16,244-16,244-100%$6.1M———
Bayesian Capital Management, LP
N/A—16,196-16,196-100%$6.0M———
Bank of Marin
N/A—16,181-16,181-100%$6.0M———
Exit Wealth Advisors, Llc.
N/A—16,140-16,140-100%$6.0M———
Sierra Legacy Group
N/A—16,109-16,109-100%$6.0M———
BlackDiamond Wealth Management, LLC
N/A—16,108-16,108-100%$8.2M———
Beaton Management Co. Inc.
N/A—16,049-16,049-100%$6.0M———
Chesapeake Asset Management LLC
N/A—15,970-15,970-100%$6.0M———
Richmond Brothers, Inc.
N/A—15,886-15,886-100%$5.9M———
Morton Community Bank
N/A—15,799-15,799-100%$5.9M———
Coastwise Capital Group, LLC
N/A—15,783-15,783-100%$5.9M———
Darwin Wealth Management, LLC
N/A—15,781-15,781-100%$5.9M———
Aspire Growth Partners LLC
N/A—15,778-15,778-100%$5.9M———
Infrastructure Capital Advisors, LLC
N/A—15,776-15,776-100%$5.9M———
Ames National Corp
N/A—15,736-15,736-100%$5.9M———
Hilltop Partners LLC
N/A—15,726-15,726-100%$5.9M———
Astoria Portfolio Advisors Llc.
N/A—15,726-15,726-100%$5.9M———
Schrum Private Wealth Management LLC
N/A—15,715-15,715-100%$7.0M———
Mosaic Financial Group, LLC
N/A—15,684-15,684-100%$5.9M———
Orographic Financial Advisors, LLC
N/A—15,594-15,594-100%$7.7K———
Private Wealth Advisors, LLC
N/A—15,527-15,527-100%$5.8M———
Edgestream Partners, L.P.
N/A—15,522-15,522-100%$5.8M———
Hunter Perkins Capital Management, LLC
N/A—15,515-15,515-100%$5.8K———
RiverPark Advisors, LLC
N/A—15,481-15,481-100%$5.8M———
Alesco Advisors, LLC, An ESL Co
N/A—15,476-15,476-100%$5.8M———
Twin Peaks Wealth Advisors, LLC
N/A—15,468-15,468-100%$5.8M———
Argent Advisors, Inc.
N/A—15,439-15,439-100%$5.8M———
Summit Wealth Partners, LLC
N/A—15,413-15,413-100%$5.7M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—15,390-15,390-100%$5.7M———
Daybright Advisory Services, Inc.
N/A—15,355-15,355-100%$7.1M———
Vienna Asset Management LLC
N/A—15,353-15,353-100%$5.7M———
Cloud Capital Management, LLC
N/A—15,337-15,337-100%$5.7M———
Delos Wealth Advisors, LLC
N/A—15,337-15,337-100%$5.7M———
Prasad Wealth Partners, LLC
N/A—15,298-15,298-100%$5.7M———
Runnymede Capital Advisors, Inc.
N/A—15,253-15,253-100%$5.7M———
U S Wealth Group, Llc.
N/A—15,220-15,220-100%$5.7M———
Viawealth, LLC
N/A—15,216-15,216-100%$5.7M———
Prospect Capital Advisors, LLC
N/A—15,190-15,190-100%$5.7M———
RFP Financial Group LLC
N/A—15,182-15,182-100%$5.7M———
BSW Wealth Partners
N/A—15,173-15,173-100%$5.7M———
WNY Asset Management, LLC
N/A—15,148-15,148-100%$5.7M———
North Dallas Bank & Trust Co
N/A—15,131-15,131-100%$5.6M———
Mirabaud Asset Management Ltd
N/A—15,089-15,089-100%$5.6M———
Vickerman Investment Advisors, Inc.
N/A—15,050-15,050-100%$5.6M———
Bay Rivers Group
N/A—15,003-15,003-100%$5.6M———
Morgens Waterfall Vintiadis & Co Inc
N/A—15,000-15,000-100%$5.6M———
Hollencrest Capital Management
N/A—14,992-14,992-100%$5.6M———
Jackson Thornton Wealth Management, LLC
N/A—14,964-14,964-100%$5.6M———
Ashford Capital Management Inc
N/A—14,935-14,935-100%$5.6M———
South Plains Financial, Inc.
N/A—14,926-14,926-100%$5.6M———
Kera Capital Partners, Inc.
N/A—14,923-14,923-100%$5.6M———
Eaton Financial Holdings Company, LLC
N/A—14,889-14,889-100%$5.6M———
Pitcairn Wealth Advisors LLC
N/A—14,738-14,738-100%$5.5M———
Khazanah Nasional Berhad
N/A—14,738-14,738-100%$5.5M———
Wealthquest Corp
N/A—14,724-14,724-100%$5.5M———
Steamboat Capital Partners, LLC
N/A—14,721-14,721-100%$5.5M———
Stanley Capital Management, LLC
N/A—14,695-14,695-100%$5.5M———
City National Bank of Florida
N/A—14,629-14,629-100%$5.5M———
Walsky Investment Management, Inc.
N/A—14,621-14,621-100%$5.5M———
Atom Investors LP
N/A—14,579-14,579-100%$5.4M———
Westbourne Investments, Inc.
N/A—14,565-14,565-100%$5.4M———
Opal Capital LLC
N/A—14,555-14,555-100%$5.4M———
Kirtland Hills Capital Management, LLC
N/A—14,550-14,550-100%$5.4M———
Bravera Wealth
N/A—14,544-14,544-100%$5.4M———
Payne Capital LLC
N/A—14,541-14,541-100%$5.6M———
Maridea Wealth Management LLC
N/A—14,534-14,534-100%$5.4M———
Winning Points Advisors, LLC
N/A—14,475-14,475-100%$2.5M———
Pring Turner Capital Group Inc
N/A—14,464-14,464-100%$7.2M———
Tevis Investment Management
N/A—14,417-14,417-100%$5.4M———
Strategies Wealth Advisors, LLC
N/A—14,393-14,393-100%$5.4M———
Burnham & Co LLC
N/A—14,386-14,386-100%$5.4M———
Peloton Wealth Strategists
N/A—14,385-14,385-100%$5.4M———
Connective Capital Management, LLC
N/A—14,354-14,354-100%$5.4M———
Calton & Associates, Inc.
N/A—14,343-14,343-100%$5.4M———
Palouse Capital Management, Inc.
N/A—14,330-14,330-100%$5.3M———
Mathes Company, Inc.
N/A—14,314-14,314-100%$5.3M———
Corsicana & Co.
N/A—14,281-14,281-100%$5.3M———
Encore Global Management, LP
N/A—14,250-14,250-100%$5.3M———
Crux Wealth Advisors
N/A—14,249-14,249-100%$5.3M———
Monograph Wealth Advisors, LLC
N/A—14,221-14,221-100%$5.3M———
Somerset Group LLC
N/A—14,182-14,182-100%$5.5M———
Nicholas Investment Partners, LP
N/A—14,182-14,182-100%$5.3M———
Reyl & Cie S.A.
N/A—14,179-14,179-100%$5.3M———
MWA Asset Management
N/A—14,132-14,132-100%$5.3M———
EWA, LLC
N/A—14,118-14,118-100%$5.3M———
Figure 8 Investment Strategies LLC
N/A—14,105-14,105-100%$5.3M———
Old North State Trust, LLC
N/A—14,085-14,085-100%$5.3M———
Cape ANN Savings Bank
N/A—14,077-14,077-100%$5.3M———
Capital Markets Trading UK LLP
N/A—13,997-13,997-100%$5.2M———
Sovereign Financial Group, Inc.
N/A—13,983-13,983-100%$5.2M———
Consolidated Portfolio Review Corp
N/A—13,850-13,850-100%$5.2M———
Pine Ridge Advisers LLC
N/A—13,850-13,850-100%$5.2M———
Granite Harbor Advisors, Inc.
N/A—13,850-13,850-100%$5.2M———
Galaxy Digital Capital Management GP LLC
N/A—13,741-13,741-100%$5.1M———
SAM Advisors, LLC
N/A—13,706-13,706-100%$5.1M———
FSB Premier Wealth Management, Inc.
N/A—13,693-13,693-100%$5.1M———
Parsonex Advisory Services, Inc.
N/A—13,645-13,645-100%$5.1M———
Schulhoff & Co Inc
N/A—13,596-13,596-100%$5.1M———
Garden State Investment Advisory Services LLC
N/A—13,516-13,516-100%$5.0M———
Everest Private Wealth
N/A—13,487-13,487-100%$5.0M———
SSA Swiss Advisors AG
N/A—13,461-13,461-100%$5.0M———
Wharton Business Group, LLC
N/A—13,443-13,443-100%$5.0M———
Operose Advisors LLC
N/A—13,435-13,435-100%$5.0M———
DRW Securities, LLC
N/A—13,414-13,414-100%$5.0M———
Winthrop Partners - WNY, LLC
N/A—13,397-13,397-100%$5.0M———
Trustco Bank Corp N Y
N/A—13,360-13,360-100%$5.0M———
SIH Partners, Lllp
N/A—13,340-13,340-100%$5.0M———
Integrated Quantitative Investments LLC
N/A—13,337-13,337-100%$5.0M———
Bienville Capital Management, LLC
N/A—13,314-13,314-100%$5.0M———
Meadowbrook Advisors Group, LLC
N/A—13,276-13,276-100%$5.0M———
Baron Silver Stevens Financial Advisors, LLC
N/A—13,255-13,255-100%$4.9M———
Betterment LLC
N/A—13,255-13,255-100%$4.9M———
Storgate, LLC
N/A—13,227-13,227-100%$4.9M———
Legacy Wealth Advisors, LLC
N/A—13,208-13,208-100%$4.9M———
Fora Capital, LLC
N/A—13,200-13,200-100%$4.9M———
Greykasell Wealth Strategies, Inc.
N/A—13,188-13,188-100%$4.9M———
Private Capital Management, LLC
N/A—13,187-13,187-100%$4.9M———
AXQ Capital, LP
N/A—13,176-13,176-100%$4.9M———
Cetera Trust Company, N.a
N/A—13,170-13,170-100%$4.9M———
Brown Financial Advisors
N/A—13,169-13,169-100%$4.9M———
Ruggiero Investments, Inc.
N/A—13,146-13,146-100%$4.9M———
Nvest Financial, LLC
N/A—13,082-13,082-100%$4.9M———
O'rourke & Company, Inc
N/A—13,048-13,048-100%$4.9M———
Patron Partners, LLC
N/A—13,011-13,011-100%$4.9M———
PSI Advisors, LLC
N/A—13,007-13,007-100%$4.9M———
Coppell Advisory Solutions LLC
N/A—12,948-12,948-100%$16.7K———
Emerald Advisers, LLC
N/A—12,893-12,893-100%$4.8M———
Wescott Financial Advisory Group, LLC
N/A—12,885-12,885-100%$4.8M———
Shay Capital LLC
N/A—12,850-12,850-100%$4.8M———
Ttrf Capital Ltd
N/A—12,800-12,800-100%$4.8K———
Investment Advisory Group, LLC
N/A—12,771-12,771-100%$4.8M———
Lakeridge Wealth Management LLC
N/A—12,722-12,722-100%$4.7M———
Asset Management Group, Inc.
N/A—12,695-12,695-100%$4.7M———
Invst, LLC
N/A—12,661-12,661-100%$4.7M———
LeClair Wealth Partners LLC
N/A—12,591-12,591-100%$4.7M———
Clarendon Private LLC
N/A—12,580-12,580-100%$4.7M———
Secured Retirement Advisors, LLC
N/A—12,542-12,542-100%$4.7M———
New World Advisors LLC
N/A—12,521-12,521-100%$4.7M———
Saiph Capital, LLC
N/A—12,515-12,515-100%$4.7M———
Wealthspire Retirement, LLC
N/A—12,500-12,500-100%$4.7M———
BOK Financial Private Wealth, Inc.
N/A—12,458-12,458-100%$4.6M———
Castlekeep Investment Advisors LLC
N/A—12,454-12,454-100%$4.6M———
Concorde Financial Corp
N/A—12,450-12,450-100%$4.6M———
Forefront Wealth Partners, LLC
N/A—12,430-12,430-100%$4.6M———
Menard Financial Group LLC
N/A—12,421-12,421-100%$4.6M———
Financial Plan, Inc.
N/A—12,363-12,363-100%$4.6M———
Regency Capital Management Inc.\DE
N/A—12,360-12,360-100%$4.6M———
Avanda Investment Management Pte. Ltd.
N/A—12,360-12,360-100%$4.6M———
Flow Traders U.S. LLC
N/A—12,358-12,358-100%$4.6M———
Warner Group LLC
N/A—12,305-12,305-100%$4.6M———
Bridger Management, LLC
N/A—12,300-12,300-100%$4.6M———
Fuller & Thaler Asset Management, Inc.
N/A—12,297-12,297-100%$4.6M———
Prudent Investors Network, Inc.
N/A—12,258-12,258-100%$4.6M———
Omnia Family Wealth, LLC
N/A—12,258-12,258-100%$4.6M———
Castle Wealth Management LLC
N/A—12,228-12,228-100%$4.6M———
Gould Capital, LLC
N/A—12,223-12,223-100%$4.6M———
Northstar Group, Inc.
N/A—12,157-12,157-100%$4.5M———
Counterweight Ventures, LLC
N/A—12,103-12,103-100%$4.5M———
Kapstone Financial Advisors LLC
N/A—12,065-12,065-100%$4.5M———
Private Harbour Investment Management & Counsel, LLC
N/A—12,008-12,008-100%$4.5M———
Wealthspan Partners, LLC
N/A—11,989-11,989-100%$4.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—11,971-11,971-100%$4.5M———
Longfellow Investment Management Co LLC
N/A—11,970-11,970-100%$4.5M———
Liberty Square Wealth Partners LLC
N/A—11,952-11,952-100%$4.5M———
Planning Alternatives LTD
N/A—11,924-11,924-100%$4.4M———
Cladis Investment Advisory, LLC
N/A—11,911-11,911-100%$4.4M———
Empirical Asset Management, LLC
N/A—11,857-11,857-100%$4.4M———
Samara Investment Management, LLC
N/A—11,845-11,845-100%$4.4M———
Taylor Hoffman Capital Management LLC
N/A—11,844-11,844-100%$4.4M———
Richard W. Paul & Associates, LLC
N/A—11,839-11,839-100%$4.4M———
Pennington Partners & Co., LLC
N/A—11,831-11,831-100%$4.4M———
Pine Harbor Wealth Management, LLC
N/A—11,819-11,819-100%$4.4M———
Impact Partnership Wealth, LLC
N/A—11,747-11,747-100%$4.4M———
Fiduciary Financial Advisors
N/A—11,699-11,699-100%$4.4M———
Wittenberg Investment Management, Inc.
N/A—11,695-11,695-100%$4.4M———
Barrier Capital Management, LLC
N/A—11,686-11,686-100%$4.4M———
Fremen Capital Management LP
N/A—11,645-11,645-100%$4.3M———
Modus Advisors, LLC
N/A—11,639-11,639-100%$4.3M———
K2 Principal Fund, L.P.
N/A—11,638-11,638-100%$4.3M———
Benchmark Investment Advisors LLC
N/A—11,600-11,600-100%$4.3M———
Summit Wealth & Retirement Planning, Inc.
N/A—11,583-11,583-100%$4.3M———
Prostatis Group LLC
N/A—11,570-11,570-100%$4.3M———
Pinnacle Holdings, LLC
N/A—11,555-11,555-100%$4.3M———
Cahill Financial Advisors Inc
N/A—11,545-11,545-100%$4.3M———
Libra Wealth LLC
N/A—11,520-11,520-100%$4.3M———
KP Management LLC
N/A—11,500-11,500-100%$4.3M———
Legacy Capital Wealth Management, LLC
N/A—11,483-11,483-100%$4.3M———
Stonebridge Financial Group, LLC
N/A—11,483-11,483-100%$4.3M———
Vantus Wealth LLC
N/A—11,479-11,479-100%$4.3M———
Vision Retirement, LLC
N/A—11,444-11,444-100%$4.3M———
Keynote Financial Services LLC
N/A—11,401-11,401-100%$4.3M———
Bolthouse Investments, LLC
N/A—11,397-11,397-100%$4.3M———
Novak & Powell Financial Services, Inc.
N/A—11,378-11,378-100%$4.2M———
Jackson Wealth Management, LLC
N/A—11,376-11,376-100%$4.2M———
Vista Cima Wealth Management LLC
N/A—11,329-11,329-100%$4.2M———
Proffitt & Goodson Inc
N/A—11,317-11,317-100%$4.2M———
AXA S.A.
N/A—11,305-11,305-100%$3.7M———
Steadtrust LLC
N/A—11,277-11,277-100%$4.2M———
Advance Capital Management, Inc.
N/A—11,275-11,275-100%$4.2M———
One Wealth Management Investment & Advisory Services, LLC
N/A—11,262-11,262-100%$4.2M———
Dunhill Financial, LLC
N/A—11,255-11,255-100%$4.2M———
Fortune Financial Advisors, LLC
N/A—11,249-11,249-100%$4.2M———
Alta Wealth Advisors LLC
N/A—11,249-11,249-100%$4.2M———
Arbor Trust Wealth Advisors, LLC
N/A—11,232-11,232-100%$4.2M———
Wall Street Financial Group, Inc.
N/A—11,220-11,220-100%$4.2M———
Goldstone Financial Group, LLC
N/A—11,190-11,190-100%$4.2M———
Lansing Street Advisors
N/A—11,141-11,141-100%$4.2M———
Westview Management dba Westview Investment Advisors
N/A—11,122-11,122-100%$4.1M———
Wick Capital Partners, LLC
N/A—11,118-11,118-100%$4.1M———
Bank of the Bluegrass & Trust Co.
N/A—11,083-11,083-100%$5.7M———
Marshall Financial Group, LLC
N/A—11,064-11,064-100%$4.1M———
Brendel Financial Advisors LLC
N/A—11,056-11,056-100%$4.1M———
Pinnacle West Asset Management, Inc.
N/A—10,975-10,975-100%$4.1M———
Rialto Wealth Management, LLC
N/A—10,935-10,935-100%$4.1M———
Goepper Burkhardt LLC
N/A—10,896-10,896-100%$4.1M———
Boreal Capital Management LLC
N/A—10,866-10,866-100%$4.1M———
Lumbard & Kellner, LLC
N/A—10,847-10,847-100%$4.0M———
Ellenbecker Investment Group
N/A—10,768-10,768-100%$4.0M———
Integrity Financial Corp
N/A—10,750-10,750-100%$4.0M———
Mendel Capital Management LLC
N/A—10,694-10,694-100%$4.0M———
PAX Financial Group, LLC
N/A—10,690-10,690-100%$4.0M———
Orion Capital Management LLC
N/A—10,682-10,682-100%$4.0M———
Ritter Daniher Financial Advisory LLC / de
N/A—10,679-10,679-100%$4.0M———
NWM Advisors, LLC
N/A—10,588-10,588-100%$3.9M———
17 Capital Partners, LLC
N/A—10,574-10,574-100%$3.9M———
Conscious Wealth Investments, LLC
N/A—10,566-10,566-100%$4.2M———
Mayport, LLC
N/A—10,509-10,509-100%$3.9M———
Access Financial Services, Inc.
N/A—10,466-10,466-100%$3.9M———
Conway Capital Management, Inc.
N/A—10,445-10,445-100%$3.9M———
Rogco, LP
N/A—10,438-10,438-100%$3.9M———
Signet Private Wealth LLC
N/A—10,430-10,430-100%$3.9M———
S Harris Financial Group, LLC
N/A—10,384-10,384-100%$3.9M———
Qsemble Capital Management, LP
N/A—10,368-10,368-100%$3.9M———
Alan B Lancz & Associates, Inc.
N/A—10,363-10,363-100%$3.9M———
East Coast Asset Management, Llc.
N/A—10,356-10,356-100%$3.9M———
Latko Wealth Management, Ltd.
N/A—10,312-10,312-100%$3.8M———
Hillman Capital Management, Inc.
N/A—10,296-10,296-100%$3.8M———
Promethos Capital, LLC
N/A—10,245-10,245-100%$3.8M———
Ridge Creek Global, Inc
N/A—10,169-10,169-100%$3.8M———
Panoramic Capital Partners, LLC
N/A—10,149-10,149-100%$3.8M———
Atlas Capital Advisors Inc.
N/A—10,093-10,093-100%$3.8M———
Wulff, Hansen & Co.
N/A—10,068-10,068-100%$3.8M———
Triton Financial Group Inc
N/A—9,977-9,977-100%$3.7M———
Safeguard Investment Advisory Group, LLC
N/A—9,873-9,873-100%$3.7M———
Athena Investment Management
N/A—9,851-9,851-100%$3.7M———
English Capital Management LLC
N/A—9,795-9,795-100%$5.5M———
Hikari Tsushin, Inc.
N/A—9,794-9,794-100%$3.7M———
St. Nicholas Private Asset Management, Inc
N/A—9,780-9,780-100%$3.6M———
Kane Investment Management, Inc.
N/A—9,778-9,778-100%$3.6M———
Satovsky Asset Management LLC
N/A—9,738-9,738-100%$3.6M———
OneAscent Family Office, LLC
N/A—9,709-9,709-100%$3.6M———
Emissary Wealth LLC
N/A—9,706-9,706-100%$3.6M———
Strive Financial Group,LLC
N/A—9,697-9,697-100%$3.6M———
RBO & Co LLC
N/A—9,670-9,670-100%$3.6M———
Hexagon Capital Partners LLC
N/A—9,668-9,668-100%$3.6M———
Owen LaRue, LLC
N/A—9,667-9,667-100%$3.6M———
Black Maple Capital Management LP
N/A—9,656-9,656-100%$3.6M———
BTG Pactual Asset Management US LLC
N/A—9,648-9,648-100%$3.6M———
Gilbert & Cook, Inc.
N/A—9,618-9,618-100%$3.6M———
Vela Investment Management, LLC
N/A—9,618-9,618-100%$3.6M———
UP Strategic Wealth Investment Advisors LLC
N/A—9,592-9,592-100%$4.7M———
Quantum Portfolio Management LLC
N/A—9,590-9,590-100%$3.6M———
Samjo Management, LLC
N/A—9,590-9,590-100%$3.6M———
FSA Advisors, Inc.
N/A—9,547-9,547-100%$3.6M———
Port Capital LLC
N/A—9,532-9,532-100%$3.6M———
49 Wealth Management, LLC
N/A—9,511-9,511-100%$3.5M———
Alongside, LLC
N/A—9,511-9,511-100%$3.5M———
Ascension Capital Advisors, Inc.
N/A—9,511-9,511-100%$3.5M———
Front Street Capital Management, Inc.
N/A—9,485-9,485-100%$3.6M———
Northstar Financial Companies, Inc.
N/A—9,473-9,473-100%$3.5M———
Broyhill Asset Management, LLC
N/A—9,450-9,450-100%$3.5M———
Centennial Bank
N/A—9,391-9,391-100%$3.5M———
N.E.W. Advisory Services LLC
N/A—9,373-9,373-100%$3.5M———
XTX Topco Ltd
N/A—9,340-9,340-100%$3.5M———
Campbell & Co Investment Adviser LLC
N/A—9,334-9,334-100%$3.5M———
Carr Financial Group Corp
N/A—9,207-9,207-100%$3.4M———
Audent Global Asset Management, LLC
N/A—9,169-9,169-100%$3.4M———
Twin City Private Wealth, LLC
N/A—9,160-9,160-100%$3.4M———
Westfuller Advisors, LLC
N/A—9,159-9,159-100%$3.4M———
Seascape Capital Management
N/A—9,156-9,156-100%$3.4M———
First Dallas Securities Inc.
N/A—9,100-9,100-100%$3.4M———
Affinity Investment Advisors, LLC
N/A—9,070-9,070-100%$3.4M———
Phillips Wealth Planners LLC
N/A—9,063-9,063-100%$3.5M———
Pointe Capital Management LLC
N/A—9,044-9,044-100%$3.4M———
Sender Co & Partners, Inc.
N/A—8,983-8,983-100%$3.4M———
Generation Capital Management LLC
N/A—8,973-8,973-100%$3.3M———
White Knight Strategic Wealth Advisors, LLC
N/A—8,928-8,928-100%$3.3M———
Symphony Financial Services, Inc.
N/A—8,923-8,923-100%$3.3M———
Forty-three Eighteen Advisors, LLC
N/A—8,864-8,864-100%$3.3M———
Palisades Hudson Asset Management, L.P.
N/A—8,844-8,844-100%$3.3M———
IAM Advisory, LLC
N/A—8,822-8,822-100%$3.3M———
P.A.W. Capital Corp
N/A—8,820-8,820-100%$3.3M———
Caerus Investment Advisors, LLC
N/A—8,812-8,812-100%$3.3M———
Laraway Financial Advisors Inc
N/A—8,758-8,758-100%$3.3M———
FCA Corp
N/A—8,719-8,719-100%$3.3M———
Anchor Bay Capital, Inc.
N/A—8,717-8,717-100%$4.4M———
Sanchez Levi Garrett
N/A—8,647-8,647-100%$3.2M———
Oder Investment Management, LLC
N/A—8,638-8,638-100%$3.2M———
TD Capital Management LLC
N/A—8,636-8,636-100%$3.2M———
Clarkston Capital Partners, LLC
N/A—8,628-8,628-100%$3.2M———
Talisman Wealth Advisors LLC
N/A—8,604-8,604-100%$3.2M———
Element Squared LLC
N/A—8,590-8,590-100%$3.2M———
Flatrock Wealth Partners LLC
N/A—8,543-8,543-100%$3.2M———
CTC Alternative Strategies, Ltd.
N/A—8,520-8,520-100%$3.2M———
Empire Financial Management Company, LLC
N/A—8,504-8,504-100%$3.2M———
Bellwether Advisors, LLC
N/A—8,465-8,465-100%$3.2M———
S&T Bank
N/A—8,428-8,428-100%$3.1M———
Trevian Wealth Management LLC
N/A—8,424-8,424-100%$3.1M———
Seneschal Advisors, LLC
N/A—8,407-8,407-100%$3.1M———
Indie Asset Partners, LLC
N/A—8,386-8,386-100%$3.1M———
Ameriflex Group, Inc.
N/A—8,385-8,385-100%$3.1M———
Dougherty & Associates, LLC
N/A—8,365-8,365-100%$3.1M———
Twin Lakes Capital Management, LLC
N/A—8,349-8,349-100%$3.1M———
Intrinsic Value Partners, LLC
N/A—8,347-8,347-100%$3.1M———
Financial Life Planners
N/A—8,344-8,344-100%$3.1M———
Pacific Point Advisors, LLC
N/A—8,313-8,313-100%$3.1M———
CIM, LLC
N/A—8,303-8,303-100%$3.1M———
Rockbridge Investment Management, LCC
N/A—8,291-8,291-100%$3.1M———
Argo Wealth Advisory, LLC
N/A—8,193-8,193-100%$3.1M———
Aperture Investors, LLC
N/A—8,143-8,143-100%$3.0M———
Paragon Financial Partners, Inc.
N/A—8,129-8,129-100%$3.8M———
Paces Ferry Wealth Advisors, LLC
N/A—8,116-8,116-100%$3.0M———
Kerrisdale Advisers, LLC
N/A—8,062-8,062-100%$3.0M———
Tailwinds Wealth, LLC
N/A—8,061-8,061-100%$3.0M———
Allium Financial Advisors, LLC
N/A—8,056-8,056-100%$3.0M———
McLaughlin Asset Management, Inc.
N/A—8,053-8,053-100%$3.0M———
Cornerstone Select Advisors, LLC
N/A—8,019-8,019-100%$3.0M———
Vance Wealth, LLC
N/A—8,011-8,011-100%$3.0M———
Minot DeBlois Advisors LLC
N/A—7,958-7,958-100%$3.0M———
FWG Holdings, LLC
N/A—7,947-7,947-100%$3.0M———
Fielder Capital Group LLC
N/A—7,920-7,920-100%$3.0M———
Stonebridge Financial Group, LLC / MO
N/A—7,916-7,916-100%$3.0M———
NorthStar Asset Management LLC
N/A—7,913-7,913-100%$3.0M———
Parkwoods Wealth Partners, LLC
N/A—7,895-7,895-100%$2.9M———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—7,886-7,886-100%$3.5M———
Game Creek Capital, LP
N/A—7,875-7,875-100%$2.9M———
Virtu Financial LLC
N/A—7,874-7,874-100%$2.9M———
Pasadena Private Wealth, LLC
N/A—7,864-7,864-100%$2.9M———
Aspen Capital Management, LLC
N/A—7,846-7,846-100%$2.9M———
Bluebird Wealth Management LLC
N/A—7,828-7,828-100%$2.9M———
Disciplined Investors, L.L.C.
N/A—7,802-7,802-100%$2.9M———
Millington Financial Advisors, LLC
N/A—7,796-7,796-100%$3.1M———
Mcguire Capital Advisors Inc
N/A—7,793-7,793-100%$2.9M———
Vines Capital Management, LLC
N/A—7,773-7,773-100%$2.9M———
Sterneck Capital Management, LLC
N/A—7,754-7,754-100%$2.9M———
Fiducient Advisors LLC
N/A—7,729-7,729-100%$2.9M———
Truepoint, Inc.
N/A—7,696-7,696-100%$2.9M———
Nicholson Wealth Management Group, LLC
N/A—7,695-7,695-100%$2.9M———
Wilson & Boucher Capital Management, LLC
N/A—7,680-7,680-100%$2.9M———
Oxinas Partners, LLC
N/A—7,660-7,660-100%$2.9M———
Reliant Investment Partners, LLC
N/A—7,650-7,650-100%$2.9M———
X-Square Capital, LLC
N/A—7,640-7,640-100%$2.9M———
Legacy Financial Group LLC
N/A—7,615-7,615-100%$2.8M———
Navalign, LLC
N/A—7,598-7,598-100%$2.8M———
Cascade Wealth Advisors, Inc
N/A—7,593-7,593-100%$3.8M———
Aurdan Capital Management, LLC
N/A—7,584-7,584-100%$2.8M———
Fourth Dimension Wealth, LLC
N/A—7,563-7,563-100%$2.8M———
Harbour Wealth Management Group, Inc.
N/A—7,537-7,537-100%$2.8M———
Aigen Investment Management, LP
N/A—7,523-7,523-100%$2.8M———
Traub Capital Management LLC
N/A—7,466-7,466-100%$2.8M———
Inspire Advisors, LLC
N/A—7,454-7,454-100%$2.8M———
Meridian Wealth Partners, LLC
N/A—7,447-7,447-100%$2.8M———
TRU Independence Asset Management 2, LLC
N/A—7,441-7,441-100%$2.8M———
V2 Financial group LLC
N/A—7,438-7,438-100%$2.8M———
Caldwell Sutter Capital, Inc.
N/A—7,414-7,414-100%$2.8M———
Fiduciary Wealth Partners, LLC
N/A—7,362-7,362-100%$2.7M———
MRP Capital Investments, LLC
N/A—7,357-7,357-100%$2.7M———
Faithward Advisors, LLC
N/A—7,344-7,344-100%$2.7M———
Tribridge Partners Financial LLC
N/A—7,313-7,313-100%$2.8M———
Bannerstone Capital Management, LLC
N/A—7,266-7,266-100%$2.7M———
Tandem Financial, LLC
N/A—7,259-7,259-100%$2.7M———
Requisite Capital Management, LLC
N/A—7,202-7,202-100%$2.7M———
Safe Harbor Fiduciary, LLC
N/A—7,190-7,190-100%$2.7M———
Maripau Wealth Management LLC
N/A—7,173-7,173-100%$2.7M———
Prepared Retirement Institute LLC
N/A—7,149-7,149-100%$2.7M———
Prosperity Bancshares Inc
N/A—7,088-7,088-100%$2.6M———
Mainstay Capital Management LLC
N/A—7,087-7,087-100%$2.6M———
Summit Wealth Group, LLC
N/A—7,085-7,085-100%$2.6M———
RD Lewis Holdings, Inc.
N/A—7,082-7,082-100%$3.6M———
Snowwater Investment Partners, LLC
N/A—7,060-7,060-100%$2.6M———
Drake & Associates, LLC
N/A—7,053-7,053-100%$2.6M———
Barnes Pettey Financial Advisors, LLC
N/A—7,003-7,003-100%$2.6M———
PeakShares LLC
N/A—7,000-7,000-100%$2.6M———
Yarger Wealth Strategies, LLC
N/A—6,986-6,986-100%$2.7M———
Galilei Investment Office LLP
N/A—6,985-6,985-100%$2.6M———
Sharpepoint LLC
N/A—6,963-6,963-100%$2.6M———
CoreFirst Bank & Trust
N/A—6,944-6,944-100%$2.6M———
Eldridge Investment Advisors, Inc.
N/A—6,904-6,904-100%$2.6M———
JMN Financial LLC
N/A—6,896-6,896-100%$2.6M———
Horizon Kinetics Asset Management LLC
N/A—6,894-6,894-100%$2.6M———
Matters Capital LLC
N/A—6,872-6,872-100%$2.6M———
AlphaGrep UK Ltd
N/A—6,841-6,841-100%$2.6M———
Game Plan Financial Advisors, LLC
N/A—6,830-6,830-100%$2.5M———
Sound Capital Solutions LLC
N/A—6,829-6,829-100%$2.5M———
Optimize Financial Inc.
N/A—6,829-6,829-100%$2.5M———
Hamrick Investment Counsel, llc
N/A—6,813-6,813-100%$2.5M———
Aspen Wealth Strategies, LLC
N/A—6,811-6,811-100%$2.5M———
KDT Advisors, LLC
N/A—6,766-6,766-100%$2.5M———
Spwm Advisors LLC
N/A—6,738-6,738-100%$2.7M———
One Charles Private Wealth Services, LLC
N/A—6,699-6,699-100%$2.5M———
WealthCollab, LLC
N/A—6,689-6,689-100%$2.5M———
Per Stirling Capital Management, Llc.
N/A—6,688-6,688-100%$2.5M———
Legacy Capital Group California, Inc.
N/A—6,678-6,678-100%$2.5M———
SSI Investment Management LLC
N/A—6,643-6,643-100%$2.5M———
Estate Planners Group, LLC
N/A—6,640-6,640-100%$2.5M———
Cura Wealth Advisors, LLC
N/A—6,626-6,626-100%$2.5M———
Keyvantage Wealth, LLC
N/A—6,621-6,621-100%$2.5M———
Noked Israel Ltd
N/A—6,550-6,550-100%$2.4M———
Moment Partners, LLC
N/A—6,538-6,538-100%$2.4M———
Sunflower Bank, N.A.
N/A—6,529-6,529-100%$2.4M———
Wood Tarver Financial Group, LLC
N/A—6,510-6,510-100%$2.4M———
Elm Partners Management LLC
N/A—6,508-6,508-100%$2.4M———
Philadelphia Investment Partners, LLC
N/A—6,506-6,506-100%$2.4M———
9823 Capital, L.P.
N/A—6,504-6,504-100%$2.4M———
Financial Advisors Network, Inc.
N/A—6,490-6,490-100%$2.4M———
Strathmore Capital Advisors, Inc.
N/A—6,477-6,477-100%$2.6M———
Birchcreek Wealth Management, LLC
N/A—6,461-6,461-100%$2.4M———
Francis Financial, Inc.
N/A—6,452-6,452-100%$2.4M———
Riverstone Advisors, LLC
N/A—6,441-6,441-100%$2.4M———
Verity Wealth Advisors
N/A—6,432-6,432-100%$2.4M———
Round Hill Asset Management
N/A—6,415-6,415-100%$2.4M———
Star Financial Bank
N/A—6,407-6,407-100%$2.4M———
Retirement Capital Strategies
N/A—6,405-6,405-100%$2.4M———
Warther Private Wealth, LLC
N/A—6,390-6,390-100%$2.4M———
JTC Employer Solutions Trustee Ltd
N/A—6,386-6,386-100%$2.4M———
Kelly Lawrence W & Associates Inc
N/A—6,365-6,365-100%$2.4M———
Retirement Income Solutions, Inc
N/A—6,336-6,336-100%$2.3M———
Charter Research & Investment Group, Inc.
N/A—6,307-6,307-100%$2.4M———
Potomac Fund Management Inc
N/A—6,294-6,294-100%$2.3M———
Whitford Management LLC
N/A—6,273-6,273-100%$2.3M———
Chase Investment Counsel Corp
N/A—6,256-6,256-100%$2.3M———
Intrepid Capital Management Inc
N/A—6,251-6,251-100%$2.3M———
Eight 31 Financial, LLC
N/A—6,251-6,251-100%$2.3M———
Smart Money Group LLC
N/A—6,235-6,235-100%$2.3M———
Objectivity Squared, LLC
N/A—6,230-6,230-100%$2.3M———
Aspiring Ventures, LLC
N/A—6,192-6,192-100%$2.3M———
Beaird Harris Wealth Management, LLC
N/A—6,183-6,183-100%$2.3M———
ARK Investment Management LLC
N/A—6,177-6,177-100%$2.3M———
Next Capital Management LLC
N/A—6,140-6,140-100%$2.3M———
Sun Financial Inc
N/A—6,133-6,133-100%$3.1M———
Formulate Financial LLC
N/A—6,124-6,124-100%$2.3M———
Clifford Group, LLC
N/A—6,123-6,123-100%$2.3M———
LSP Investment Advisors, LLC
N/A—6,088-6,088-100%$2.3M———
PCG Wealth Advisors, LLC
N/A—6,083-6,083-100%$2.3M———
Thompson David Blair
N/A—6,083-6,083-100%$2.3M———
Arrowroot Family Office, LLC
N/A—6,081-6,081-100%$2.3M———
George Kaiser Family Foundation
N/A—6,062-6,062-100%$2.3M———
Sankala Group LLC
N/A—6,050-6,050-100%$2.9M———
Napier Financial, LLC
N/A—6,033-6,033-100%$2.3M———
Paradigm Capital Management, LLC
N/A—6,029-6,029-100%$2.2M———
Legend Capital Advisors LLC
N/A—6,029-6,029-100%$2.2M———
Leigh Baldwin & Co., LLC
N/A—6,025-6,025-100%$2.2M———
Two Sigma Securities, LLC
N/A—6,019-6,019-100%$2.2M———
Renaissance Technologies LLC
N/A—6,010-6,010-100%$2.2M———
Elevation Advisory Partners LLC
N/A—6,004-6,004-100%$2.4M———
Monetta Financial Services Inc
N/A—6,000-6,000-100%$2.2M———
Timelo Investment Management Inc.
N/A—6,000-6,000-100%$2.2M———
Aberdeen Wealth Management LLC
N/A—5,983-5,983-100%$2.2M———
Magnolia Private Wealth, LLC
N/A—5,981-5,981-100%$2.2M———
Claris Advisors, LLC / MO /
N/A—5,976-5,976-100%$2.2M———
Blalock Williams, LLC
N/A—5,968-5,968-100%$2.2M———
Intrepid Financial Planning Group LLC
N/A—5,908-5,908-100%$2.2M———
Cedar Wealth Management, LLC
N/A—5,905-5,905-100%$2.2M———
Chokshi & Queen Wealth Advisors, Inc
N/A—5,892-5,892-100%$2.2M———
Magnetar Financial LLC
N/A—5,885-5,885-100%$2.2M———
Swisher Financial Concepts, Inc.
N/A—5,881-5,881-100%$2.2M———
M3 Advisory Group, LLC
N/A—5,854-5,854-100%$2.2M———
Roble, Belko & Company, Inc
N/A—5,826-5,826-100%$2.2M———
Noble Wealth Partners LLC
N/A—5,822-5,822-100%$2.2M———
Basepoint Wealth LLC
N/A—5,774-5,774-100%$2.2M———
Sykon Capital LLC
N/A—5,766-5,766-100%$2.2M———
Westshore Wealth, LLC
N/A—5,749-5,749-100%$2.1M———
Wellington-Altus USA Inc.
N/A—5,716-5,716-100%$2.1M———
Pacific SUN Financial Corp
N/A—5,716-5,716-100%$2.1M———
Measured Wealth Private Client Group, LLC
N/A—5,711-5,711-100%$2.1M———
CarsonAllaria Wealth Management, Ltd.
N/A—5,687-5,687-100%$2.1M———
Ark Wealth Advisors LLC
N/A—5,648-5,648-100%$2.1M———
Parvin Asset Management, LLC
N/A—5,645-5,645-100%$2.1M———
Alaska Wealth Advisors, LLC
N/A—5,604-5,604-100%$2.1M———
Greenline Wealth Management LLC
N/A—5,596-5,596-100%$2.1M———
M.D. Sass, LLC
N/A—5,596-5,596-100%$2.1M———
Future Fund LLC
N/A—5,576-5,576-100%$2.1M———
Campion Asset Management
N/A—5,570-5,570-100%$2.1M———
Van Diest Capital, LLC
N/A—5,565-5,565-100%$2.1M———
FreeGulliver LLC
N/A—5,540-5,540-100%$2.1M———
M1 Capital Management LLC
N/A—5,527-5,527-100%$2.1M———
Rule One Partners, LLC
N/A—5,500-5,500-100%$2.0M———
Riverpoint Wealth Management Holdings, LLC
N/A—5,496-5,496-100%$2.1M———
Rather & Kittrell, Inc.
N/A—5,476-5,476-100%$2.0M———
Winton Group Ltd
N/A—5,475-5,475-100%$2.0M———
Hilltop Wealth Advisors, LLC
N/A—5,435-5,435-100%$2.0M———
Quattro Advisors LLC
N/A—5,410-5,410-100%$2.0M———
Cauble & Harre Wealth Management, Inc.
N/A—5,410-5,410-100%$2.0M———
Cedarwood Wealth LLC
N/A—5,407-5,407-100%$2.0M———
J Hagan Capital, Inc.
N/A—5,391-5,391-100%$2.0M———
Talon Private Wealth, LLC
N/A—5,389-5,389-100%$2.0M———
PlanVest Financial, Inc
N/A—5,379-5,379-100%$2.0M———
Wealth Advisors of Iowa, LLC
N/A—5,360-5,360-100%$2.0M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—5,349-5,349-100%$2.0M———
Ruggaard & Associates LLC
N/A—5,326-5,326-100%$2.0M———
J. M. Brown & Associates Inc.
N/A—5,289-5,289-100%$2.0M———
Camelot Portfolios, LLC
N/A—5,287-5,287-100%$2.0M———
Tolleson Wealth Management, Inc.
N/A—5,277-5,277-100%$2.0M———
Petix & Botte Co
N/A—5,256-5,256-100%$2.0M———
Hansen & Associates Financial Group, Inc.
N/A—5,232-5,232-100%$2.0M———
Unifi Asset Management LP
N/A—5,229-5,229-100%$2.0M———
PIN OAK Investment Advisors Inc
N/A—5,223-5,223-100%$1.9M———
Keystone Financial Services
N/A—5,198-5,198-100%$1.9M———
Inkwell Capital LLC
N/A—5,181-5,181-100%$1.9M———
Engineers Gate Manager LP
N/A—5,177-5,177-100%$1.9M———
Gallagher Fiduciary Advisors, LLC
N/A—5,170-5,170-100%$1.9M———
Landing Point Financial Group, LLC
N/A—5,162-5,162-100%$1.9M———
Storen Legacy Partners, LLC
N/A—5,128-5,128-100%$1.9M———
Cannon Wealth Management Services, LLC
N/A—5,127-5,127-100%$1.9M———
Seldon Capital LP
N/A—5,126-5,126-100%$1.9M———
TAGStone Capital, Inc.
N/A—5,113-5,113-100%$1.9M———
OneAscent Investment Solutions LLC
N/A—5,094-5,094-100%$1.9M———
Wiser Advisor Group LLC
N/A—5,094-5,094-100%$1.9M———
Expressive Wealth LLC
N/A—5,078-5,078-100%$1.9M———
Perissos Private Wealth Management, LLC
N/A—5,066-5,066-100%$1.9M———
Tranquilli Financial Advisor LLC
N/A—5,057-5,057-100%$1.9M———
Precision Wealth Strategies, LLC
N/A—5,046-5,046-100%$1.9M———
360 Financial, Inc.
N/A—5,037-5,037-100%$1.9M———
Sachetta, LLC
N/A—5,027-5,027-100%$1.9M———
NI Acquisitions Company, LLC
N/A—5,014-5,014-100%$212.3K———
Beto Financial Group, LLC
N/A—5,004-5,004-100%$2.0M———
Resolute Capital Asset Partners LLC
N/A—5,000-5,000-100%$1.9M———
Tobias Financial Advisors, Inc.
N/A—5,000-5,000-100%$1.9M———
Opus Investment Management Inc
N/A—5,000-5,000-100%$1.9M———
Absolute Gestao de Investimentos Ltda.
N/A—5,000-5,000-100%$1.9M———
VSM Wealth Advisory, LLC
N/A—4,995-4,995-100%$1.9M———
Montanova Capital, LLC
N/A—4,970-4,970-100%$1.9M———
Everstar Asset Management, LLC
N/A—4,962-4,962-100%$1.9M———
Strategic Investment Solutions, Inc.
N/A—4,956-4,956-100%$1.8M———
Painted Porch Advisors LLC
N/A—4,955-4,955-100%$1.8M———
CSS LLC
N/A—4,950-4,950-100%$1.8M———
Harvest Investment Services, LLC
N/A—4,885-4,885-100%$1.8M———
C M Bidwell & Associates LTD
N/A—4,867-4,867-100%$1.8M———
Meramec Financial Planners, LLC
N/A—4,865-4,865-100%$1.9M———
MOR Wealth Management, LLC
N/A—4,863-4,863-100%$1.8M———
Cunning Capital Partners, LP
N/A—4,862-4,862-100%$1.8M———
Ankerstar Wealth, LLC
N/A—4,854-4,854-100%$1.8M———
RPS Advisory Solutions LLC
N/A—4,842-4,842-100%$1.8M———
Doheny Asset Management
N/A—4,835-4,835-100%$1.8M———
Index Technologies Group LLC
N/A—4,822-4,822-100%$1.8M———
Wallace Advisory Group, LLC
N/A—4,815-4,815-100%$1.8M———
Planning Center, Inc.
N/A—4,803-4,803-100%$1.8M———
Mayar Capital Ltd.
N/A—4,800-4,800-100%$1.8M———
Petra Financial Advisors Inc
N/A—4,797-4,797-100%$1.8M———
Brio Consultants, LLC
N/A—4,779-4,779-100%$1.8M———
Tudor Financial Inc.
N/A—4,778-4,778-100%$1.8M———
Investment Advisory Services Group LLC
N/A—4,744-4,744-100%$1.8M———
Prospect Financial Services LLC
N/A—4,711-4,711-100%$1.8M———
Diametric Capital, LP
N/A—4,709-4,709-100%$1.8M———
Berry Wealth Group, LP
N/A—4,686-4,686-100%$1.7M———
HighMark Wealth Management LLC
N/A—4,684-4,684-100%$1.7M———
Campbell Deegan Wealth Management, LLC
N/A—4,681-4,681-100%$1.7M———
Gambit Capital Management, LLC
N/A—4,680-4,680-100%$1.7M———
Independent Family Office, LLC
N/A—4,677-4,677-100%$1.7M———
Core Wealth Advisors, Inc.
N/A—4,663-4,663-100%$1.7M———
Fund Advisors of America Inc
N/A—4,662-4,662-100%$1.7M———
Core Capital Management & Research, inc.
N/A—4,652-4,652-100%$2.3M———
Markin Asset Management, LP
N/A—4,639-4,639-100%$1.7M———
LWM Advisory Services, LLC
N/A—4,619-4,619-100%$1.7M———
Credit Industriel ET Commercial
N/A—4,614-4,614-100%$1.7M———
SK Wealth Management, LLC
N/A—4,614-4,614-100%$2.3M———
Latash Investments, LLC
N/A—4,610-4,610-100%$1.7M———
Continental Investors Services, Inc.
N/A—4,603-4,603-100%$2.3M———
Copos Capital B.V.
N/A—4,594-4,594-100%$1.7M———
WJ Financial Advisors LLC
N/A—4,594-4,594-100%$1.7M———
Synergy Investment Management, LLC
N/A—4,586-4,586-100%$1.7M———
Geneva Capital Management LLC
N/A—4,573-4,573-100%$1.7M———
Riverview Trust Co
N/A—4,568-4,568-100%$1.7M———
Tiff Advisory Services, LLC
N/A—4,540-4,540-100%$1.7M———
Evergreen Wealth Partners LLC
N/A—4,535-4,535-100%$1.7M———
Weaver C. Barksdale & Associates, Inc.
N/A—4,533-4,533-100%$1.7M———
Causey Wealth LLC
N/A—4,527-4,527-100%$1.7M———
Laidlaw Wealth Management LLC
N/A—4,526-4,526-100%$1.7M———
Allie Family Office LLC
N/A—4,508-4,508-100%$1.7M———
Cohen & Steers, Inc.
N/A—4,500-4,500-100%$1.7M———
CM Management, LLC
N/A—4,500-4,500-100%$1.7M———
Severin Investments, LLC
N/A—4,450-4,450-100%$1.7M———
Vista Investment Management
N/A—4,445-4,445-100%$1.7M———
RiverGlades Family Offices LLC
N/A—4,443-4,443-100%$1.7M———
Frazier Financial Advisors, LLC
N/A—4,442-4,442-100%$1.7M———
Beta Wealth Group, Inc.
N/A—4,439-4,439-100%$1.7M———
Strategic Financial Concepts, LLC
N/A—4,432-4,432-100%$1.7M———
Quadrature Capital Ltd
N/A—4,424-4,424-100%$1.7M———
Arkos Global Advisors
N/A—4,421-4,421-100%$1.6M———
VestGen Investment Management
N/A—4,421-4,421-100%$1.6M———
Rock Point Advisors, LLC
N/A—4,397-4,397-100%$1.6M———
KMT Wealth Management, LLC
N/A—4,386-4,386-100%$1.6M———
Tripletail Wealth Management, LLC
N/A—4,385-4,385-100%$1.7M———
Vaughan Nelson Investment Management, L.P.
N/A—4,365-4,365-100%$1.6M———
Integrity Wealth Solutions LLC
N/A—4,318-4,318-100%$1.6M———
Pursuit Wealth Strategies, LLC
N/A—4,296-4,296-100%$1.6M———
Brave Warrior Advisors, LLC
N/A—4,275-4,275-100%$1.6M———
Holistic Financial Partners
N/A—4,272-4,272-100%$1.6M———
Strategic Financial Partners, Ltd.
N/A—4,264-4,264-100%$1.6M———
Ninepoint Partners LP
N/A—4,256-4,256-100%$1.6M———
Oxford Wealth Group, LLC
N/A—4,252-4,252-100%$1.6M———
Provident Co of the Employees of the Hebrew University LTD
N/A—4,250-4,250-100%$1.6M———
Clarion Wealth Managment Partners, LLC
N/A—4,249-4,249-100%$1.6M———
Virtus Investment Advisers, LLC
N/A—4,243-4,243-100%$1.6M———
New England Asset Management Inc
N/A—4,240-4,240-100%$1.6M———
Coign Capital Advisors LLC
N/A—4,225-4,225-100%$1.6M———
Hobbs Group Advisors, LLC
N/A—4,222-4,222-100%$1.6M———
NerdWallet Wealth Partners, LLC
N/A—4,215-4,215-100%$1.6M———
Brand Asset Management Group, Inc.
N/A—4,182-4,182-100%$1.6M———
Readystate Asset Management LP
N/A—4,153-4,153-100%$1.5M———
Highland Investment Advisors LLC
N/A—4,135-4,135-100%$1.5M———
Abound Financial, LLC
N/A—4,133-4,133-100%$1.5M———
Maimon Wealth Management Ltd.
N/A—4,120-4,120-100%$1.5M———
KilterHowling LLC
N/A—4,117-4,117-100%$1.5M———
Custos Family Office, LLC
N/A—4,116-4,116-100%$1.5M———
Vantage Point Financial LLC
N/A—4,105-4,105-100%$1.5M———
Wealth Watch Advisors, Inc
N/A—4,102-4,102-100%$1.5M———
Nova Wealth Management, Inc.
N/A—4,097-4,097-100%$1.5M———
Wealthgarden F.S. LLC
N/A—4,097-4,097-100%$1.5M———
Vermillion & White Wealth Management Group, LLC
N/A—4,097-4,097-100%$1.5M———
Fi3 Financial Advisors, LLC
N/A—4,089-4,089-100%$4.7M———
AllGen Financial Advisors, Inc.
N/A—4,083-4,083-100%$1.5M———
Phocas Financial Corp.
N/A—4,080-4,080-100%$1.5M———
New Vernon Investment Management LLC
N/A—4,042-4,042-100%$1.5M———
Sonoma Allocations LLC
N/A—4,040-4,040-100%$1.6M———
WFA of San Diego, LLC
N/A—4,011-4,011-100%$2.0M———
First Wilshire Securities Management Inc
N/A—4,000-4,000-100%$1.5M———
Gentry Private Wealth, LLC
N/A—3,990-3,990-100%$1.5M———
Wallace Capital Management Inc.
N/A—3,954-3,954-100%$1.5M———
Battery Global Advisors, LLC
N/A—3,944-3,944-100%$1.5M———
Evolutionary Tree Capital Management, LLC
N/A—3,939-3,939-100%$1.5M———
American Financial Advisors, LLC
N/A—3,930-3,930-100%$1.5M———
Barnes Wealth Management Group, Inc
N/A—3,905-3,905-100%$1.5M———
PenderFund Capital Management Ltd.
N/A—3,900-3,900-100%$1.5M———
Columbia River Financial Group, LLC
N/A—3,884-3,884-100%$1.4M———
Veridan Wealth LLC
N/A—3,875-3,875-100%$1.4M———
EQ Wealth Advisors, LLC
N/A—3,873-3,873-100%$1.4M———
Geometric Wealth Advisors
N/A—3,847-3,847-100%$1.4M———
Sprucegrove Investment Management LTD
N/A—3,840-3,840-100%$1.4M———
Benson Wealth Management Inc
N/A—3,834-3,834-100%$1.4M———
FFT Wealth Management LLC
N/A—3,831-3,831-100%$1.4M———
Element Wealth, LLC
N/A—3,828-3,828-100%$1.4M———
Muirfield Wealth Advisors LLC
N/A—3,823-3,823-100%$1.4M———
Tacita Capital Inc
N/A—3,821-3,821-100%$1.4M———
Limestone Investment Advisors LP
N/A—3,820-3,820-100%$1.4M———
Tidemark, LLC
N/A—3,819-3,819-100%$1.4M———
Sequent Planning LLC
N/A—3,814-3,814-100%$1.4M———
MorganRosel Wealth Management, LLC
N/A—3,808-3,808-100%$1.4M———
IFS Group,LLC
N/A—3,793-3,793-100%$1.4M———
Capital Investment Management, Inc.
N/A—3,791-3,791-100%$1.4M———
Hudson Portfolio Management LLC
N/A—3,789-3,789-100%$1.4M———
Tower Wealth Partners, Inc.
N/A—3,751-3,751-100%$1.4M———
Avise Financial Cooperative, Inc.
N/A—3,743-3,743-100%$1.4M———
BlueStem Wealth Partners, LLC
N/A—3,736-3,736-100%$1.4M———
Horizon Bancorp Inc
N/A—3,734-3,734-100%$1.4M———
PYA Waltman Capital, LLC
N/A—3,732-3,732-100%$1.4M———
Windsor Advisory Group, LLC
N/A—3,728-3,728-100%$1.4M———
Paladin Advisory Group, LLC
N/A—3,719-3,719-100%$1.4M———
Gabelli & Co Investment Advisers, Inc.
N/A—3,710-3,710-100%$1.4M———
Kickstand Ventures, Llc.
N/A—3,698-3,698-100%$1.4M———
Concorde Asset Management, LLC
N/A—3,698-3,698-100%$1.4M———
Eaton-Cambridge Inc.
N/A—3,694-3,694-100%$1.4M———
Systematic Financial Management LP
N/A—3,685-3,685-100%$1.4M———
1015 Capital Partners, LLC
N/A—3,671-3,671-100%$1.4M———
Hanover Advisors Inc
N/A—3,662-3,662-100%$1.4M———
BHK Investment Advisors, LLC
N/A—3,652-3,652-100%$1.4M———
Numerai GP LLC
N/A—3,641-3,641-100%$1.4M———
ODonnell Financial Services, LLC
N/A—3,639-3,639-100%$1.4M———
Gross & Hartman Investments LLC
N/A—3,610-3,610-100%$1.3M———
Croban
N/A—3,603-3,603-100%$1.3M———
Panoramic Investment Advisors, LLC
N/A—3,599-3,599-100%$1.3M———
Pingora Partners LLC
N/A—3,598-3,598-100%$1.3M———
Silver Coast Investments LLC
N/A—3,587-3,587-100%$1.3M———
Gardner Russo & Quinn LLC
N/A—3,584-3,584-100%$1.3M———
Tandem Wealth Advisors LLC
N/A—3,563-3,563-100%$1.3M———
LifePlan Investment Advisors, Inc.
N/A—3,557-3,557-100%$1.3M———
Osbon Capital Management LLC
N/A—3,550-3,550-100%$1.3M———
Valtrion Capital Management, LLC
N/A—3,550-3,550-100%$1.3M———
Entelevest, LLC
N/A—3,543-3,543-100%$1.3M———
Alpine Global Management, LLC
N/A—3,528-3,528-100%$1.3M———
Sharp Wealth Advisory, LLC
N/A—3,513-3,513-100%$1.3M———
Ogorek Anthony Joseph
N/A—3,506-3,506-100%$1.3M———
JMG Financial Group, Ltd.
N/A—3,483-3,483-100%$1.3M———
Hurricane Capital Advisors LLC
N/A—3,482-3,482-100%$1.3M———
Arcus Capital Partners, LLC
N/A—3,471-3,471-100%$1.3M———
Brooktree Capital Management
N/A—3,468-3,468-100%$1.3M———
Ironwood Investment Management LLC
N/A—3,461-3,461-100%$1.3M———
Buckland Partners Management Co LLC
N/A—3,450-3,450-100%$1.3M———
Turner Financial Group, Inc.
N/A—3,438-3,438-100%$1.3M———
Bruce G. Allen Investments, LLC
N/A—3,425-3,425-100%$1.3M———
Aegis Wealth Management LLC
N/A—3,422-3,422-100%$1.3M———
OneAscent Wealth Management LLC
N/A—3,404-3,404-100%$1.3M———
Pitti Group Wealth Management, LLC
N/A—3,396-3,396-100%$1.3M———
Earnest Partners LLC
N/A—3,394-3,394-100%$1.3M———
Edgewood Management LLC
N/A—3,394-3,394-100%$1.3M———
McGowan Group Asset Management, Inc.
N/A—3,371-3,371-100%$1.3M———
Beckerman Institutional, LLC
N/A—3,368-3,368-100%$1.3M———
Matrix Private Capital Group LLC
N/A—3,359-3,359-100%$1.3M———
Godfrey Financial Associates, Inc.
N/A—3,337-3,337-100%$1.2M———
Brogan Financial, Inc.
N/A—3,320-3,320-100%$1.2M———
KEB Asset Management, LLC
N/A—3,297-3,297-100%$1.2M———
Retirement Planning Group, LLC / NY
N/A—3,293-3,293-100%$1.2M———
Spectrum Investment Advisors, Inc.
N/A—3,282-3,282-100%$1.2M———
Portland Investment Counsel Inc.
N/A—3,279-3,279-100%$1.2M———
J. Goldman & Co LP
N/A—3,278-3,278-100%$1.2M———
Navis Wealth Advisors, LLC
N/A—3,274-3,274-100%$1.2M———
Corient IA LP
N/A—3,250-3,250-100%$1.2M———
Dean Investment Associates, LLC
N/A—3,247-3,247-100%$1.2M———
Seven Springs Wealth Group, LLC
N/A—3,239-3,239-100%$1.2M———
Planning Directions Inc
N/A—3,232-3,232-100%$1.2M———
Conservest Capital Advisors, Inc.
N/A—3,230-3,230-100%$1.2M———
Chatterton & Associates Inc.
N/A—3,229-3,229-100%$1.2M———
Pinnacle Wealth Management, LLC
N/A—3,226-3,226-100%$1.2M———
Diker Management LLC
N/A—3,218-3,218-100%$1.2M———
Alexis Investment Partners, LLC
N/A—3,190-3,190-100%$1.2M———
Morris Financial Concepts, Inc.
N/A—3,190-3,190-100%$1.2M———
Tanglewood Legacy Advisors, LLC
N/A—3,171-3,171-100%$1.2M———
Golden Road Advisors LLC
N/A—3,166-3,166-100%$1.2M———
PMG Wealth Management, Inc.
N/A—3,141-3,141-100%$1.2M———
Welch Capital Partners LLC
N/A—3,137-3,137-100%$1.2M———
Plum Street Advisors, LLC
N/A—3,094-3,094-100%$1.2M———
Johnson Wealth Management, LLC
N/A—3,076-3,076-100%$1.1M———
Alpha Financial Partners LLC
N/A—3,073-3,073-100%$1.1M———
Heartland Advisors Inc
N/A—3,060-3,060-100%$1.1M———
One Wealth Map LLC
N/A—3,059-3,059-100%$1.2M———
Rexford Capital Inc
N/A—3,036-3,036-100%$1.1M———
BWM Planning, LLC
N/A—3,034-3,034-100%$1.1M———
LGT Financial Advisors LLC
N/A—3,024-3,024-100%$1.1M———
Banco BTG Pactual S.A.
N/A—3,022-3,022-100%$1.1M———
HFG Advisors, Inc.
N/A—3,012-3,012-100%$1.1M———
De Lisle Partners LLP
N/A—3,000-3,000-100%$1.1M———
One68 Global Capital, LLC
N/A—3,000-3,000-100%$1.1M———
Birnam Oak Advisors, LP
N/A—3,000-3,000-100%$1.1M———
WPWealth LLP
N/A—2,992-2,992-100%$1.1M———
Ehrenkranz Partners L.P.
N/A—2,929-2,929-100%$1.1M———
Horizon Family Wealth, Inc.
N/A—2,927-2,927-100%$1.1M———
Koss-Olinger Consulting, LLC
N/A—2,920-2,920-100%$1.1M———
Camarda Financial Advisors, LLC
N/A—2,911-2,911-100%$1.1M———
Driehaus Capital Management LLC
N/A—2,910-2,910-100%$1.1M———
Constant Guidance Financial LLC
N/A—2,905-2,905-100%$1.1M———
Saber Capital Managment, LLC
N/A—2,900-2,900-100%$1.1M———
Cinctive Capital Management LP
N/A—2,853-2,853-100%$1.1M———
Copley Financial Group, Inc.
N/A—2,853-2,853-100%$1.1M———
GatePass Capital, LLC
N/A—2,842-2,842-100%$1.1M———
Presidio Capital Management, LLC
N/A—2,841-2,841-100%$1.1M———
Plotkin Financial Advisors, LLC
N/A—2,827-2,827-100%$1.1M———
Landscape Capital Management, L.L.C.
N/A—2,822-2,822-100%$1.1M———
Harvest Investment Advisors, LLC
N/A—2,805-2,805-100%$1.0M———
Bantamac Capital, LLC
N/A—2,800-2,800-100%$1.0M———
Cornerstone Financial Management LLC
N/A—2,782-2,782-100%$1.0M———
Orcam Financial Group
N/A—2,778-2,778-100%$1.0M———
Corus Family Wealth Advisors
N/A—2,753-2,753-100%$1.0M———
RED Reef Advisors LLC
N/A—2,753-2,753-100%$1.0M———
Waterford Advisors, LLC
N/A—2,752-2,752-100%$1.0M———
Tilson Financial Group, Inc.
N/A—2,750-2,750-100%$1.0M———
Premier Private Wealth Management LLC
N/A—2,734-2,734-100%$1.0M———
Seaside Wealth Management, Inc.
N/A—2,731-2,731-100%$1.0M———
Resolute Capital, LLC
N/A—2,721-2,721-100%$1.0M———
Northwest Quadrant Wealth Management, LLC
N/A—2,713-2,713-100%$1.0M———
Hopwood Nicholas Hunter
N/A—2,691-2,691-100%$1.0M———
Vigil Wealth Management, LLC
N/A—2,670-2,670-100%$996.0K———
Oberweis Asset Management Inc/
N/A—2,665-2,665-100%$994.1K———
Brightwater Advisory LLC
N/A—2,658-2,658-100%$991.5K———
Black Swift Group, LLC
N/A—2,650-2,650-100%$988.5K———
Dopkins Wealth Management, LLC
N/A—2,639-2,639-100%$984.5K———
Wexford Capital LP
N/A—2,630-2,630-100%$981.0K———
Boulder Wealth Advisors, LLC
N/A—2,608-2,608-100%$972.9K———
Compass Advisory Group LLC
N/A—2,602-2,602-100%$970.6K———
Chico Wealth RIA
N/A—2,593-2,593-100%$967.1K———
Dynamic Technology Lab Private Ltd
N/A—2,589-2,589-100%$966.0K———
Capasso Planning Partners LLC
N/A—2,554-2,554-100%$952.6K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,535-2,535-100%$945.6K———
Dogwood Wealth Management LLC
N/A—2,528-2,528-100%$943.0K———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—2,524-2,524-100%$941.5K———
Winslow Asset Management Inc
N/A—2,516-2,516-100%$939.0K———
Stembrook Asset Management, LLC
N/A—2,510-2,510-100%$936.3K———
Potentia Wealth
N/A—2,510-2,510-100%$936.1K———
Hill Investment Group Partners, LLC
N/A—2,506-2,506-100%$934.8K———
Wealth Management Strategies, Inc.
N/A—2,501-2,501-100%$933.0K———
Melia Wealth LLC
N/A—2,500-2,500-100%$932.6K———
Kelman-Lazarov, Inc.
N/A—2,498-2,498-100%$931.6K———
Disciplined Investments, LLC
N/A—2,493-2,493-100%$929.8K———
Beacon Harbor Wealth Advisors, Inc.
N/A—2,481-2,481-100%$1.2M———
TPG Financial Advisors, LLC
N/A—2,468-2,468-100%$920.6K———
V. M. Manning & Co., Inc.
N/A—2,462-2,462-100%$918.4K———
Iconiq Capital, LLC
N/A—2,452-2,452-100%$914.6K———
WHI Trust Co LLC
N/A—2,437-2,437-100%$909.1K———
Mustico Financial Group, Inc.
N/A—2,429-2,429-100%$927.0K———
Caitlin John, LLC
N/A—2,428-2,428-100%$905.8K———
HighVista Strategies LLC
N/A—2,413-2,413-100%$900.1K———
WorthPointe, LLC
N/A—2,391-2,391-100%$891.9K———
Tumwater Wealth Management, LLC
N/A—2,389-2,389-100%$891.2K———
Serenus Wealth Advisors, LLC
N/A—2,377-2,377-100%$886.7K———
Cadia Private Client LLC
N/A—2,375-2,375-100%$885.9K———
Hyperion Capital Advisors LP
N/A—2,371-2,371-100%$884.4K———
CMC Financial Group
N/A—2,371-2,371-100%$884.5K———
Kilter Group LLC
N/A—2,361-2,361-100%$880.7K———
Great OAK Capital Partners, LLC
N/A—2,336-2,336-100%$913.3K———
Copia Wealth Management
N/A—2,330-2,330-100%$869.1K———
America First Investment Advisors, LLC
N/A—2,325-2,325-100%$867.4K———
Curio Wealth, LLC
N/A—2,308-2,308-100%$860.9K———
Hirtle & Co., LLC
N/A—2,299-2,299-100%$857.6K———
Prossimo Advisors, LLC
N/A—2,299-2,299-100%$857.6K———
Sollinda Capital Management LLC
N/A—2,269-2,269-100%$846.4K———
Ratan Capital Management LP
N/A—2,250-2,250-100%$839.3K———
Kerr Financial Planning Corp
N/A—2,239-2,239-100%$834.9K———
Tencap Wealth Coaching, LLC
N/A—2,230-2,230-100%$832.1K———
Greenland Capital Management LP
N/A—2,225-2,225-100%$830.0K———
Investors Portfolio Services LLC
N/A—2,223-2,223-100%$829.4K———
Second Half Financial Partners, LLC
N/A—2,222-2,222-100%$828.8K———
Stillwater Private Wealth, LLC
N/A—2,204-2,204-100%$1.1K———
SkyView Investment Advisors, LLC
N/A—2,200-2,200-100%$821.0K———
Nicholson Meyer Capital Management, Inc.
N/A—2,190-2,190-100%$816.8K———
Kahn Brothers Group Inc
N/A—2,168-2,168-100%$808.7K———
Fortis Advisors, LLC
N/A—2,166-2,166-100%$808.0K———
Oak Wealth Advisors LLC
N/A—2,156-2,156-100%$804.3K———
LGL Partners, LLC
N/A—2,154-2,154-100%$803.3K———
Compton Financial Group, LLC
N/A—2,133-2,133-100%$795.6K———
Passive Capital Management, Llc.
N/A—2,128-2,128-100%$1.0M———
Note Advisors, LLC
N/A—2,125-2,125-100%$792.6K———
Colter Lewis Investment Partners LLC
N/A—2,116-2,116-100%$789.4K———
Toews Corp
N/A—2,077-2,077-100%$774.8K———
Safe Harbor Family Capital, LLC
N/A—2,067-2,067-100%$771.0K———
Nalls Sherbakoff Group, LLC
N/A—2,062-2,062-100%$769.1K———
Mason Investment Advisory Services, Inc.
N/A—2,054-2,054-100%$766.3K———
Nine Masts Capital Ltd
N/A—2,054-2,054-100%$766.2K———
Shepherd Wealth Management Ltd Liability Co
N/A—2,044-2,044-100%$985.8K———
Hoya Capital Real Estate, LLC
N/A—2,044-2,044-100%$762.5K———
Joule Financial, LLC
N/A—2,036-2,036-100%$759.8K———
Axis Wealth Partners, LLC
N/A—2,000-2,000-100%$745.9K———
January Capital Advisors LLC
N/A—1,961-1,961-100%$731.3K———
Legacy Wealth Managment, LLC
N/A—1,959-1,959-100%$730.7K———
Goldstream Capital Management Ltd
N/A—1,959-1,959-100%$730.7K———
EMC Capital Management
N/A—1,958-1,958-100%$782———
Investments & Financial Planning, LLC
N/A—1,955-1,955-100%$729.2K———
Macro Advisors, Inc.
N/A—1,941-1,941-100%$723.9K———
ESL Trust Services, LLC
N/A—1,937-1,937-100%$722.5K———
Fieldview Capital Management, LLC
N/A—1,936-1,936-100%$722.2K———
MA Private Wealth
N/A—1,927-1,927-100%$718.8K———
Raffa Wealth Management, LLC
N/A—1,907-1,907-100%$711.3K———
Resolute Advisors LLC
N/A—1,892-1,892-100%$705.8K———
Ruedi Wealth Management, Inc.
N/A—1,887-1,887-100%$703.8K———
Sovereign Investment Advisors, LLC
N/A—1,870-1,870-100%$697.5K———
Graney & King, LLC
N/A—1,870-1,870-100%$697.6K———
Odyssean, LLC
N/A—1,863-1,863-100%$694.9K———
Balanced Wealth Group LLC
N/A—1,855-1,855-100%$691.9K———
ArrowMark Colorado Holdings LLC
N/A—1,835-1,835-100%$684.5K———
FMB Wealth Management
N/A—1,830-1,830-100%$682.8K———
Stephens Investment Management Group LLC
N/A—1,829-1,829-100%$682.3K———
Piedmont Capital Management, LLC
N/A—1,806-1,806-100%$698.9K———
Jacobs Equity LLC
N/A—1,805-1,805-100%$673.3K———
Wealth Care LLC
N/A—1,805-1,805-100%$673.1K———
Cbiz Investment Advisory Services, LLC
N/A—1,803-1,803-100%$667.4K———
Artisan Partners Limited Partnership
N/A—1,796-1,796-100%$669.9K———
Mrwm Advisors, LLC
N/A—1,792-1,792-100%$668.5K———
Giverny Capital Inc.
N/A—1,787-1,787-100%$666.6K———
Avant Capital LLC
N/A—1,784-1,784-100%$665.5K———
Adapt Wealth Advisors, LLC
N/A—1,774-1,774-100%$661.6K———
Maxele Advisors, LLC
N/A—1,759-1,759-100%$656.3K———
Payne Capital Management, LLC
N/A—1,747-1,747-100%$651.8K———
Investment Counsel Co of Nevada
N/A—1,728-1,728-100%$644.7K———
Amova Asset Management Americas, Inc.
N/A—1,726-1,726-100%$643.4K———
5T Wealth, LLC
N/A—1,705-1,705-100%$636.1K———
Presper Financial Architects, LLC
N/A—1,704-1,704-100%$635.5K———
Karpus Management, Inc.
N/A—1,700-1,700-100%$634.1K———
Daniel Investment Group, Inc.
N/A—1,699-1,699-100%$633.6K———
Bravias Capital Group, LLC
N/A—1,674-1,674-100%$624.5K———
Cutler Capital Management, LLC
N/A—1,671-1,671-100%$623.2K———
VanWeelden Wealth Management, LLC
N/A—1,662-1,662-100%$620.1K———
Steelhead Wealth Management LLC
N/A—1,656-1,656-100%$617.0K———
Blom & Howell Financial Planning, Inc.
N/A—1,642-1,642-100%$612.5K———
Beacon Bridge Wealth Partners, LLC
N/A—1,641-1,641-100%$612.0K———
Balanced Rock Investment Advisors LLC
N/A—1,637-1,637-100%$610.7K———
Bridgefront Capital, LLC
N/A—1,631-1,631-100%$608.4K———
Denver Wealth Management, Inc.
N/A—1,625-1,625-100%$606.3K———
Martin Investment Management, LLC
N/A—1,619-1,619-100%$603.9K———
Knott David M Jr
N/A—1,600-1,600-100%$596.8K———
Stuart Investment Advisors, Inc.
N/A—1,598-1,598-100%$596.1K———
Forum Private Client Group LLC
N/A—1,595-1,595-100%$595.1K———
Platform Wealth Management, LLC
N/A—1,581-1,581-100%$589.9K———
Arcadia Wealth Management, Inc.
N/A—1,580-1,580-100%$589.2K———
Cassady Wealth & Retirement Planning, LLC
N/A—1,576-1,576-100%$587.8K———
Virtus Advisers, LLC
N/A—1,569-1,569-100%$585.3K———
OakTrust Wealth Advisors, LLC
N/A—1,568-1,568-100%$584.9K———
Comprehensive Money Management Services LLC
N/A—1,563-1,563-100%$583.0K———
Grand Wealth Management, LLC
N/A—1,558-1,558-100%$581.2K———
ATLas Financial Planning LLC
N/A—1,547-1,547-100%$577.1K———
Capital Financial Group Inc\co\
N/A—1,544-1,544-100%$576.0K———
Birmingham Capital Management Co Inc
N/A—1,539-1,539-100%$574.0K———
Sequent Asset Management, LLC
N/A—1,531-1,531-100%$571.1K———
Walsh & Associates, LLC
N/A—1,527-1,527-100%$569.7K———
Midwestern Financial, LLC
N/A—1,517-1,517-100%$565.9K———
BTS Asset Management, Inc.
N/A—1,512-1,512-100%$564.1K———
Bramshill Investments, LLC
N/A—1,500-1,500-100%$559.5K———
Needham Investment Management LLC
N/A—1,500-1,500-100%$559.5K———
Chicago Wealth Management, Inc.
N/A—1,487-1,487-100%$554.8K———
a16z Perennial Management, L.P.
N/A—1,486-1,486-100%$551.4K———
Crabel Capital Management, LLC
N/A—1,481-1,481-100%$552.4K———
Three Cord True Wealth Management, LLC
N/A—1,470-1,470-100%$548.5K———
Shepherd Kaplan Krochuk, LLC
N/A—1,463-1,463-100%$545.8K———
E-Wealth Partners, LLC
N/A—1,462-1,462-100%$545.4K———
NCP Inc.
N/A—1,456-1,456-100%$543.1K———
Threadgill Financial, LLC
N/A—1,451-1,451-100%$541.1K———
Shared Vision Wealth Group LLC
N/A—1,443-1,443-100%$538.4K———
Polymer Capital Management (US) LLC
N/A—1,442-1,442-100%$537.9K———
Odyssey Group, LLC
N/A—1,436-1,436-100%$535.7K———
Pack Private Wealth, LLC
N/A—1,425-1,425-100%$531.6K———
Beck Bode, LLC
N/A—1,420-1,420-100%$529.6K———
EQ LLC
N/A—1,408-1,408-100%$525.3K———
Torrey-Payne Wealth Management, LLC
N/A—1,406-1,406-100%$524.5K———
DiPaolo Financial Group, Inc.
N/A—1,401-1,401-100%$522.6K———
PDT Partners, LLC
N/A—1,400-1,400-100%$522.2K———
Oxford Asset Management LLP
N/A—1,395-1,395-100%$520.4K———
Genesis Wealth Advisors, LLC
N/A—1,387-1,387-100%$517.3K———
Morrissey Wealth Management, LLC
N/A—1,384-1,384-100%$716.2K———
Leo H. Evart, Inc.
N/A—1,376-1,376-100%$513.3K———
Cornerstone Financial Group, LLC
N/A—1,372-1,372-100%$511.6K———
Spahn Wealth & Retirement LLC
N/A—1,364-1,364-100%$508.8K———
J.E. Simmons & Co., P.C.
N/A—1,354-1,354-100%$505.2K———
FPC Investment Advisory, Inc.
N/A—1,338-1,338-100%$526.9K———
McNamara Financial Services, Inc.
N/A—1,327-1,327-100%$494.8K———
Silver OAK Wealth Advisors Services, LLC
N/A—1,311-1,311-100%$489.0K———
Fosun International Ltd
N/A—1,300-1,300-100%$484.9K———
WealthTrak Capital Management LLC
N/A—1,295-1,295-100%$483.1K———
Valley Financial Group, Inc.
N/A—1,295-1,295-100%$482.9K———
Resolute Wealth Advisor, Inc.
N/A—1,291-1,291-100%$477.8K———
MTM Financial Group, LLC
N/A—1,288-1,288-100%$480.6K———
NFC Investments, LLC
N/A—1,275-1,275-100%$476.0K———
Intentional Wealth Strategies, LLC
N/A—1,269-1,269-100%$473.2K———
Steffes Financial, Ltd.
N/A—1,263-1,263-100%$471.1K———
Capital Asset Managemnet, LLC
N/A—1,260-1,260-100%$470.0K———
Schiavi & Co LLC
N/A—1,254-1,254-100%$467.6K———
Oakmont Advisory Group, LLC
N/A—1,254-1,254-100%$467.9K———
Lowery Thomas, LLC
N/A—1,252-1,252-100%$467.1K———
Signal Tree Financial Partners LLC
N/A—1,234-1,234-100%$460.4K———
HTG Investment Advisors, Inc.
N/A—1,198-1,198-100%$447.0K———
White Wing Wealth Management
N/A—1,189-1,189-100%$443.6K———
Alpha Financial Advisors, LLC
N/A—1,184-1,184-100%$441.7K———
AdvisorShares Investments LLC
N/A—1,184-1,184-100%$441.7K———
Markin Volterra Fund LP
N/A—1,164-1,164-100%$434.2K———
Kinloch Capital, LLC
N/A—1,160-1,160-100%$432.7K———
OV Management LLC
N/A—1,157-1,157-100%$431.6K———
denkapparat Operations GmbH
N/A—1,154-1,154-100%$430.5K———
Phil A. Younker & Associates, Ltd.
N/A—1,150-1,150-100%$429.0K———
DC Investments Management, LLC
N/A—1,142-1,142-100%$426.0K———
Fischer Investment Strategies, LLC
N/A—1,141-1,141-100%$425.6K———
Ackerman Asset Management, LLC
N/A—1,136-1,136-100%$423.8K———
Daner Wealth Management, LLC
N/A—1,134-1,134-100%$563.5K———
Cordant, Inc.
N/A—1,132-1,132-100%$422.2K———
Swan Capital LLC
N/A—1,131-1,131-100%$422.0K———
Delaney Capital Management Ltd.
N/A—1,084-1,084-100%$404.4K———
Lagoda Investment Management, L.P.
N/A—1,075-1,075-100%$401.0K———
Highlander Partners, L.P.
N/A—1,050-1,050-100%$391.7K———
Massar Capital Management, LP
N/A—1,028-1,028-100%$383.5K———
Professional Financial Solutions LLC
N/A—1,025-1,025-100%$382.5K———
Kirkwood Financial Services
N/A—1,023-1,023-100%$381.7K———
Kropog Financial Group, LLC
N/A—1,014-1,014-100%$378.2K———
Pinney & Scofield, Inc.
N/A—1,011-1,011-100%$377.1K———
Axiom Financial Strategies, LLC
N/A—1,004-1,004-100%$374.5K———
Pura Vida Investments, LLC
N/A—1,000-1,000-100%$373.0K———
URS Advisory LLC
N/A—997-997-100%$371.8K———
Innovator Capital Management, LLC
N/A—980-980-100%$365.6K———
American Alpha Advisors, LLC
N/A—953-953-100%$355.5K———
Pinnacle Family Advisors, LLC
N/A—935-935-100%$348.7K———
TFO Wealth Partners, LLC
N/A—927-927-100%$345.8K———
Barnett & Company, Inc.
N/A—925-925-100%$345.0K———
Trailhead Planners LLC
N/A—919-919-100%$342.9K———
Palladiem, LLC
N/A—914-914-100%$341.1K———
Cypress Capital Management LLC (WY)
N/A—914-914-100%$340.8K———
Prairieview Wealth Partners, LLC
N/A—910-910-100%$339.4K———
Top Private Wealth Llc.
N/A—902-902-100%$336.5K———
Graver Capital Management, LLC
N/A—889-889-100%$331.7K———
Harborfront Financial Group LLC
N/A—880-880-100%$328.3K———
American Investment Services, Inc.
N/A—876-876-100%$326.8K———
von Borstel & Associates, Inc.
N/A—874-874-100%$326.0K———
Vawter Financial, Ltd.
N/A—868-868-100%$323.8K———
Luminist Capital LLC
N/A—867-867-100%$323.5K———
ArborFi Advisors, LLC
N/A—857-857-100%$319.7K———
Clark Estates Inc
N/A—853-853-100%$318.2K———
1492 Capital Management LLC
N/A—847-847-100%$315.9K———
Freedom Investment Management, Inc.
N/A—839-839-100%$313.0K———
Wallace Hart LLC
N/A—834-834-100%$311.1K———
Timbuktu Capital Management, LLC
N/A—832-832-100%$310.4K———
Elkhorn Partners Limited Partnership
N/A—830-830-100%$309.6K———
Twinbeech Capital LP
N/A—825-825-100%$307.7K———
Envision Financial Planning, LLC
N/A—814-814-100%$303.7K———
Amara Financial, Llc.
N/A—813-813-100%$303.1K———
Atlantic Private Wealth, LLC
N/A—807-807-100%$301.1K———
Revere Asset Management, Inc
N/A—800-800-100%$298.4K———
Rice Hall James & Associates, LLC
N/A—784-784-100%$292.4K———
Williamson Legacy Group, LLC
N/A—776-776-100%$289.5K———
Regatta Research & Money Management
N/A—755-755-100%$280.2K———
Vistica Wealth Advisors, LLC
N/A—751-751-100%$280.1K———
ABS Investment Management LLC
N/A—746-746-100%$1.3M———
Ruane, Cunniff & Goldfarb L.P.
N/A—737-737-100%$274.9K———
Elite Financial, Inc.
N/A—730-730-100%$272.0K———
Troutman Wealth Management, LLC
N/A—727-727-100%$271.3K———
JDM Financial Group LLC
N/A—723-723-100%$269.7K———
Cedrus Wealth Group LLC
N/A—719-719-100%$268.2K———
Demming Financial Services Corp
N/A—712-712-100%$265.6K———
Applied Capital LLC
N/A—710-710-100%$264.8K———
American Asset Management Inc.
N/A—705-705-100%$263.0K———
Keystone Financial Services, LLC
N/A—704-704-100%$262.7K———
Perspective Wealth Advisors LLC
N/A—688-688-100%$256.7K———
LEE Johnson Capital Management, LLC
N/A—687-687-100%$256.1K———
Bcgm Wealth Management, LLC
N/A—661-661-100%$246.7K———
Longview Financial Advisors LLC
N/A—649-649-100%$242.1K———
1 North Wealth Services LLC
N/A—648-648-100%$241.8K———
Atlantic Family Wealth, LLC
N/A—643-643-100%$239.9K———
Blueshift Asset Management, LLC
N/A—643-643-100%$239.9K———
Semper Augustus Investments Group LLC
N/A—641-641-100%$239.1K———
Symmetry Investments LP
N/A—640-640-100%$238.7K———
Viaable, LLC
N/A—634-634-100%$243.8K———
Carter Financial, LLC
N/A—634-634-100%$236.5K———
Interactive Financial Advisors, Inc.
N/A—630-630-100%$235.0K———
Dravo BAY LLC
N/A—619-619-100%$230.9K———
Standard Family Office LLC
N/A—616-616-100%$229.8K———
Causeway Capital Management LLC
N/A—600-600-100%$223.8K———
Sky-Mountain Capital Management, Inc.
N/A—596-596-100%$222.3K———
Farringdon Capital, Ltd.
N/A—593-593-100%$221.2K———
Capstone Wealth Management, Inc.
N/A—593-593-100%$229.1K———
Madden Advisory Services, Inc.
N/A—589-589-100%$219.9K———
Westend Capital Management, LLC
N/A—588-588-100%$219.3K———
Unconventional Investor, LLC
N/A—584-584-100%$217.8K———
Theory Financial LLC
N/A—583-583-100%$217.5K———
HFM Investment Advisors, LLC
N/A—566-566-100%$211.1K———
Graticule Asia Macro Advisors LLC
N/A—560-560-100%$208.9K———
HC Advisors, LLC
N/A—555-555-100%$207.3K———
Sprott Inc.
N/A—550-550-100%$205.2K———
Bellars Harris Wealth Management, LLC
N/A—550-550-100%$205.2K———
HFR Wealth Management, LLC
N/A—544-544-100%$203.0K———
Granger Management LLC
N/A—543-543-100%$202.6K———
Envision Financial Transparency, LLC
N/A—509-509-100%$227.5K———
Mittelman Wealth Management
N/A—430-430-100%$408.5K———
Consultiva Wealth Management, Corp.
N/A—377-377-100%$140.6K———
Value Aligned Research Advisors, LLC
N/A—374-374-100%$139.5K———
XP Advisory US, Inc.
N/A—358-358-100%$133.5K———
Imprint Wealth LLC
N/A—340-340-100%$126.8K———
Quarry LP
N/A—322-322-100%$120.1K———
Stance Capital LLC
N/A—251-251-100%$93.5K———
USA Financial Formulas
N/A—240-240-100%$89.5K———
Medallion Wealth Advisors, LLC
N/A—238-238-100%$76.4K———
Morgan Dempsey Capital Management LLC
N/A—228-228-100%$85.0K———
J. Stern & Co. LLP
N/A—200-200-100%$74.6K———
Three Bearings Fiduciary Advisors, Inc.
N/A—191-191-100%$71.2K———
Bellevue Group AG
N/A—172-172-100%$64.2K———
Conquis Financial LLC
N/A—162-162-100%$60.4K———
Persistent Asset Partners Ltd
N/A—161-161-100%$60.1K———
Atomic Invest LLC
N/A—155-155-100%$57.1K———
PMV Capital Advisers, LLC
N/A—103-103-100%$38.4K———
Bard Associates Inc
N/A—100-100-100%$37.3K———
Timmons Wealth Management, LLC
N/A—75-75-100%$28.0K———
Ross\johnson & Associates LLC
N/A—60-60-100%$22.4K———
Akuna Securities LLC
N/A—56-56-100%$20.9K———
Park Square Financial Group, LLC
N/A—51-51-100%$19.0K———
Icon Advisers Inc
N/A—15-15-100%$5.6K———
Vanguard Advisers Inc
N/A—14-14-100%$5.2K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—14-14-100%$5.2K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$3.7K———
Capital Advisor Network LLC
N/A—1-1-100%$373———
Showing 6407 of 6407 institutions